Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 120 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 104 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q3 2023 | 101 |
Walleye Trading LLC | 41 | 41 | 0.00% | 0.01% | 0.12% | Q3 2013 | Q3 2023 | 100 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.03% | 0.14% | Q1 2012 | Q3 2023 | 100 |
Citadel Advisors | 29 | 11 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 96 |
D. E. Shaw & Co., Inc. | 37 | 4 | 0.00% | 0.02% | 0.21% | Q2 2013 | Q3 2023 | 91 |
TWO SIGMA INVESTMENTS, LP | 27 | 2 | 0.00% | 0.03% | 0.28% | Q2 2013 | Q3 2023 | 76 |
Parallax Volatility Advisers, L.P. | 17 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 74 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.10% | 0.25% | Q1 2012 | Q3 2023 | 73 |
WOLVERINE TRADING, LLC | 11 | 1 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 69 |
Cutler Group LLC / CA | 16 | 14 | 0.00% | 0.01% | 0.07% | Q4 2015 | Q3 2023 | 68 |
JANE STREET GROUP, LLC | 30 | 4 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 66 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 60 |
HUNTINGTON NATIONAL BANK | 36 | 20 | 0.00% | 0.00% | 0.01% | Q1 2009 | Q3 2023 | 56 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.09% | 0.19% | Q1 2013 | Q3 2023 | 52 |
MILLENNIUM MANAGEMENT LLC | 19 | 1 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 50 |
AMALGAMATED BANK | 40 | 9 | 0.08% | 0.13% | 0.20% | Q1 2011 | Q3 2023 | 49 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.09% | 1.02% | 1.89% | Q3 2011 | Q3 2023 | 49 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.04% | 0.10% | 0.20% | Q3 2011 | Q3 2023 | 49 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 30 | 7 | 0.48% | 2.64% | 6.87% | Q1 2002 | Q3 2020 | 49 |
CAPSTONE INVESTMENT ADVISORS, LLC | 18 | 3 | 0.00% | 0.03% | 0.23% | Q2 2018 | Q3 2023 | 49 |
CAPITAL FUND MANAGEMENT S.A. | 6 | 1 | 0.00% | 0.05% | 0.42% | Q2 2013 | Q3 2023 | 49 |
MUFG Americas Holdings Corp | 48 | 48 | 0.00% | 0.01% | 0.02% | Q4 2010 | Q3 2022 | 48 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.02% | 0.09% | 0.19% | Q4 2011 | Q3 2023 | 48 |
Paloma Partners Management Co | 14 | 1 | 0.00% | 0.03% | 0.14% | Q3 2013 | Q3 2023 | 48 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 47 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 46 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 0.05% | 0.20% | Q2 2013 | Q3 2023 | 46 |
Nuveen Asset Management, LLC | 42 | 42 | 0.00% | 0.82% | 1.96% | Q2 2013 | Q3 2023 | 46 |
RATIONAL ADVISORS LLC | 13 | 1 | 0.00% | 0.09% | 0.58% | Q1 2009 | Q3 2023 | 46 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 45 |
GLENMEDE TRUST CO NA | 42 | 3 | 0.00% | 0.04% | 0.22% | Q3 2009 | Q3 2023 | 45 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 45 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.02% | 0.08% | Q4 2012 | Q3 2023 | 44 |
Jefferies Group LLC | 8 | 1 | 0.00% | 0.02% | 0.17% | Q2 2013 | Q3 2022 | 44 |
Cetera Advisor Networks LLC | 43 | 43 | 0.02% | 0.06% | 0.17% | Q1 2013 | Q3 2023 | 43 |
TWO SIGMA SECURITIES, LLC | 11 | 1 | 0.00% | 0.02% | 0.24% | Q3 2016 | Q3 2023 | 43 |
BANK OF NOVA SCOTIA | 43 | 43 | 0.00% | 0.01% | 0.04% | Q1 2013 | Q3 2023 | 43 |
Pensionfund DSM Netherlands | 43 | 43 | 0.62% | 1.52% | 4.86% | Q2 2013 | Q4 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.08% | 0.11% | 0.18% | Q1 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.02% | 0.11% | 0.24% | Q1 2013 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.06% | 0.12% | 0.30% | Q1 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.05% | 0.19% | 0.49% | Q4 2012 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.10% | 0.12% | 0.18% | Q1 2013 | Q3 2023 | 43 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.00% | 0.17% | 0.39% | Q1 2013 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.01% | 0.03% | 0.09% | Q4 2012 | Q2 2023 | 43 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.19% | 0.35% | Q3 2013 | Q3 2023 | 43 |
Summit Asset Management, LLC | 42 | 42 | 0.12% | 0.20% | 0.31% | Q2 2013 | Q3 2023 | 42 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 42 | 42 | 0.01% | 0.08% | 0.29% | Q2 2013 | Q3 2023 | 42 |
Bridgecreek Investment Management, LLC | 42 | 42 | 0.05% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.00% | 0.21% | 0.38% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.04% | 0.12% | 0.24% | Q2 2013 | Q3 2023 | 42 |
State of Alaska, Department of Revenue | 42 | 42 | 0.23% | 1.11% | 3.22% | Q2 2013 | Q3 2023 | 42 |
American Investment Services, Inc. | 42 | 42 | 0.09% | 0.27% | 0.59% | Q2 2013 | Q3 2023 | 42 |
DAVENPORT & Co LLC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.12% | 0.20% | 0.33% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.12% | 0.61% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.17% | 0.32% | 0.61% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.02% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.12% | 0.99% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.11% | 0.15% | 0.24% | Q2 2013 | Q3 2023 | 42 |
BNP Paribas Asset Management Holding S.A. | 42 | 42 | 0.01% | 0.13% | 0.53% | Q2 2013 | Q3 2023 | 42 |
EVERENCE CAPITAL MANAGEMENT INC | 42 | 42 | 0.05% | 0.15% | 0.27% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.03% | 0.12% | 0.41% | Q2 2013 | Q3 2023 | 42 |
Capital World Investors | 42 | 42 | 0.03% | 0.13% | 0.40% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.14% | 0.18% | 0.25% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.05% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 33 | 8 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 42 | 42 | 0.11% | 0.16% | 0.28% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.24% | 0.68% | 1.47% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.10% | 0.14% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Texas Yale Capital Corp. | 42 | 42 | 0.08% | 0.17% | 0.33% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.21% | 0.27% | 0.36% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.10% | 0.20% | 0.36% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management US Inc. | 42 | 42 | 3.67% | 6.19% | 8.34% | Q2 2013 | Q3 2023 | 42 |
AR ASSET MANAGEMENT INC | 42 | 42 | 0.17% | 0.24% | 0.53% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.02% | 0.11% | 0.35% | Q2 2013 | Q3 2023 | 42 |
TCI Wealth Advisors, Inc. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q1 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.10% | 0.12% | 0.19% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.02% | 0.08% | 0.19% | Q2 2013 | Q3 2023 | 42 |
CONNING INC. | 42 | 42 | 0.01% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.07% | 0.15% | 0.36% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.06% | 0.20% | 0.43% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.03% | 0.11% | 0.21% | Q2 2013 | Q3 2023 | 42 |
ADELL HARRIMAN & CARPENTER INC | 42 | 42 | 0.02% | 0.12% | 0.27% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VERMONT | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.26% | 0.34% | 0.52% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.02% | 0.19% | 0.46% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.10% | 0.13% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Employees Retirement System of Texas | 42 | 42 | 0.07% | 0.28% | 0.84% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.07% | 0.16% | 0.40% | Q2 2013 | Q3 2023 | 42 |
Mechanics Bank Trust Department | 42 | 42 | 0.06% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.12% | 0.17% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Korea Investment CORP | 42 | 42 | 0.03% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 42 |
EVERETT HARRIS & CO /CA/ | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.01% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.06% | 0.13% | 0.25% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.01% | 0.07% | 0.23% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Rafferty Asset Management, LLC | 42 | 42 | 0.01% | 0.10% | 0.39% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.02% | 0.14% | 0.48% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.09% | 0.12% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.10% | 0.15% | 0.22% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.10% | 0.18% | 0.36% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.07% | 0.27% | 0.74% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.02% | 0.11% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.13% | 0.21% | 0.33% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.09% | 0.20% | 0.35% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.13% | 0.20% | 0.36% | Q2 2013 | Q3 2023 | 42 |
PGGM Investments | 37 | 5 | 0.10% | 1.07% | 2.11% | Q1 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.05% | 0.20% | 0.51% | Q2 2013 | Q3 2023 | 42 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 42 | 42 | 0.04% | 0.13% | 0.27% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.14% | 0.19% | 0.29% | Q2 2013 | Q3 2023 | 42 |
Johnson Financial Group, Inc. | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 42 | 42 | 0.28% | 0.44% | 0.82% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.10% | 0.27% | 0.43% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.10% | 3.23% | 7.81% | Q2 2013 | Q3 2023 | 42 |
Evercore Wealth Management, LLC | 42 | 42 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Meiji Yasuda Asset Management Co Ltd. | 42 | 42 | 0.20% | 0.46% | 1.05% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.01% | 0.10% | 0.30% | Q2 2013 | Q3 2023 | 42 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 42 | 42 | 0.05% | 0.08% | 0.19% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.02% | 0.10% | 0.18% | Q2 2012 | Q4 2022 | 42 |
AXA S.A. | 42 | 42 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.06% | 0.15% | 0.33% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.04% | 0.09% | 0.20% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.10% | 0.15% | 0.25% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.00% | 0.13% | 0.43% | Q2 2013 | Q3 2023 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.05% | 0.25% | 0.55% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.00% | 0.05% | 0.50% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.02% | 0.18% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.11% | 0.15% | 0.23% | Q2 2013 | Q3 2023 | 42 |
SHELL ASSET MANAGEMENT CO | 42 | 42 | 0.02% | 0.30% | 0.76% | Q2 2013 | Q3 2023 | 42 |
LAZARD ASSET MANAGEMENT LLC | 42 | 42 | 0.00% | 0.12% | 0.60% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.04% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.03% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 42 | 42 | 0.00% | 0.18% | 0.63% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.03% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
FIDUCIARY TRUST CO | 42 | 42 | 0.19% | 0.49% | 1.08% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.11% | 0.15% | 0.23% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.18% | 0.22% | 0.31% | Q2 2013 | Q3 2023 | 42 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 42 | 42 | 0.08% | 0.11% | 0.16% | Q1 2013 | Q2 2023 | 42 |
WESTWOOD HOLDINGS GROUP INC | 42 | 42 | 0.02% | 0.56% | 1.53% | Q2 2013 | Q3 2023 | 42 |
SPINNAKER TRUST | 42 | 42 | 0.02% | 0.06% | 0.22% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.02% | 0.08% | 0.18% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.02% | 0.12% | 0.58% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.01% | 0.11% | 0.27% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.06% | 0.10% | 0.28% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.09% | 0.29% | 0.84% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.03% | 0.11% | 0.24% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.03% | 0.09% | 0.21% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.09% | 0.12% | 0.18% | Q2 2013 | Q3 2023 | 42 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 42 | 42 | 0.01% | 0.17% | 0.59% | Q2 2013 | Q3 2023 | 42 |
Bell Bank | 42 | 42 | 0.21% | 0.57% | 1.33% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.00% | 0.05% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Linscomb & Williams, Inc. | 42 | 42 | 0.04% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 42 |
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | 42 | 42 | 3.29% | 5.61% | 7.80% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.15% | 0.20% | 0.30% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.06% | 0.08% | 0.11% | Q2 2013 | Q3 2023 | 42 |
MOTCO | 42 | 42 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 42 | 42 | 0.00% | 0.07% | 0.28% | Q2 2013 | Q3 2023 | 42 |
COHEN & STEERS, INC. | 42 | 42 | 0.08% | 3.63% | 7.83% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.11% | 0.14% | 0.21% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
State of Tennessee, Treasury Department | 41 | 41 | 0.02% | 0.10% | 0.34% | Q3 2013 | Q3 2023 | 41 |
First Horizon Advisors, Inc. | 41 | 41 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.11% | 0.15% | 0.23% | Q3 2013 | Q3 2023 | 41 |
Cetera Advisors LLC | 34 | 7 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 41 |
DUPONT CAPITAL MANAGEMENT CORP | 41 | 41 | 0.04% | 0.14% | 0.28% | Q2 2013 | Q2 2023 | 41 |
Phocas Financial Corp. | 32 | 9 | 0.06% | 0.13% | 0.38% | Q2 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.02% | 0.03% | 0.05% | Q3 2013 | Q3 2023 | 41 |
OLD NATIONAL BANCORP /IN/ | 41 | 41 | 0.02% | 0.10% | 0.19% | Q3 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.07% | 0.14% | 0.27% | Q1 2013 | Q3 2023 | 41 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q2 2023 | 41 |
BESSEMER GROUP INC | 26 | 15 | 0.00% | 0.06% | 0.39% | Q2 2013 | Q3 2023 | 41 |
AMERICAN CENTURY COMPANIES INC | 25 | 16 | 0.00% | 0.10% | 0.31% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 41 |
SYNOVUS FINANCIAL CORP | 40 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
West Oak Capital, LLC | 41 | 41 | 0.12% | 0.16% | 0.22% | Q3 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.03% | 0.12% | 0.31% | Q2 2013 | Q3 2023 | 41 |
TRUIST FINANCIAL CORP | 26 | 14 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.06% | 0.09% | 0.14% | Q4 2013 | Q3 2023 | 40 |
Andra AP-fonden | 22 | 6 | 0.13% | 0.31% | 0.65% | Q2 2013 | Q3 2023 | 40 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 24 | 5 | 0.08% | 0.43% | 1.16% | Q2 2013 | Q3 2023 | 40 |
Loudon Investment Management, LLC | 40 | 40 | 0.44% | 0.97% | 1.43% | Q4 2013 | Q3 2023 | 40 |
MASTRAPASQUA ASSET MANAGEMENT INC | 34 | 1 | 0.06% | 0.10% | 0.15% | Q2 2013 | Q3 2023 | 40 |
TORONTO DOMINION BANK | 40 | 40 | 0.00% | 0.03% | 0.09% | Q4 2013 | Q3 2023 | 40 |
Alberta Investment Management Corp | 37 | 3 | 0.01% | 0.09% | 0.52% | Q2 2013 | Q3 2023 | 40 |
Janney Montgomery Scott LLC | 29 | 11 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 40 |
Norinchukin Bank, The | 39 | 1 | 0.01% | 0.05% | 0.11% | Q3 2013 | Q3 2023 | 40 |
HOERTKORN RICHARD CHARLES | 40 | 40 | 0.04% | 0.05% | 0.08% | Q4 2013 | Q3 2023 | 40 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 12 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 40 |
SHELTON CAPITAL MANAGEMENT | 19 | 8 | 0.01% | 0.05% | 0.22% | Q2 2013 | Q3 2023 | 40 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 37 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 40 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 40 | 40 | 0.02% | 0.82% | 1.72% | Q4 2013 | Q3 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.11% | 0.15% | 0.23% | Q3 2013 | Q3 2023 | 40 |
Capital Research Global Investors | 27 | 12 | 0.00% | 0.08% | 0.21% | Q2 2013 | Q3 2023 | 39 |
PUTNAM INVESTMENTS LLC | 30 | 9 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 39 |
PAYDEN & RYGEL | 39 | 39 | 0.01% | 0.83% | 2.49% | Q4 2013 | Q2 2023 | 39 |
COMERICA BANK | 39 | 39 | 0.06% | 0.08% | 0.12% | Q2 2013 | Q4 2022 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.09% | 0.23% | 0.55% | Q1 2014 | Q3 2023 | 39 |
DELTA ASSET MANAGEMENT LLC/TN | 35 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q3 2023 | 39 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.20% | 0.28% | 0.43% | Q2 2013 | Q4 2022 | 39 |
Private Advisor Group, LLC | 36 | 3 | 0.01% | 0.03% | 0.07% | Q4 2013 | Q3 2023 | 39 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.00% | 0.06% | 0.16% | Q1 2014 | Q3 2023 | 39 |
PineBridge Investments, L.P. | 29 | 4 | 0.00% | 0.18% | 0.62% | Q2 2013 | Q3 2023 | 39 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.01% | 0.15% | 0.54% | Q2 2013 | Q3 2022 | 38 |
Hanson & Doremus Investment Management | 38 | 38 | 0.02% | 0.03% | 0.04% | Q2 2014 | Q3 2023 | 38 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 18 | 1 | 0.01% | 2.01% | 5.68% | Q2 2013 | Q3 2023 | 38 |
AEW CAPITAL MANAGEMENT L P | 25 | 13 | 0.79% | 4.31% | 7.55% | Q2 2013 | Q3 2023 | 38 |
Renaissance Technologies | 30 | 1 | 0.00% | 0.14% | 0.34% | Q2 2013 | Q3 2023 | 38 |
ONTARIO TEACHERS PENSION PLAN BOARD | 38 | 38 | 0.01% | 0.07% | 0.23% | Q2 2013 | Q3 2022 | 38 |
MACKENZIE FINANCIAL CORP | 24 | 14 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 38 |
D.A. DAVIDSON & CO. | 17 | 10 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 38 |
Covington Capital Management | 38 | 38 | 0.01% | 0.12% | 0.30% | Q2 2013 | Q3 2022 | 38 |
FIRST FOUNDATION ADVISORS | 15 | 8 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 38 |
1832 Asset Management L.P. | 22 | 1 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 38 |
M&T BANK CORP | 37 | 37 | 0.01% | 0.03% | 0.06% | Q3 2014 | Q3 2023 | 37 |
Avior Wealth Management, LLC | 37 | 37 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 37 |
STEPHENS INC /AR/ | 28 | 9 | 0.01% | 0.08% | 0.28% | Q2 2013 | Q3 2023 | 37 |
National Pension Service | 37 | 37 | 0.12% | 0.16% | 0.24% | Q3 2014 | Q3 2023 | 37 |
RAYMOND JAMES & ASSOCIATES | 31 | 2 | 0.01% | 0.03% | 0.15% | Q2 2013 | Q3 2023 | 37 |
Meiji Yasuda Life Insurance Co | 18 | 5 | 0.01% | 0.12% | 0.44% | Q2 2013 | Q1 2023 | 37 |
OPPENHEIMER & CO INC | 37 | 37 | 0.01% | 0.03% | 0.08% | Q3 2014 | Q3 2023 | 37 |
BENNICAS & ASSOCIATES, INC. | 37 | 37 | 0.94% | 1.39% | 2.18% | Q4 2013 | Q4 2022 | 37 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.05% | 0.08% | 0.12% | Q2 2013 | Q1 2022 | 36 |
People's United Financial, Inc. | 36 | 36 | 0.00% | 0.12% | 0.27% | Q2 2013 | Q1 2022 | 36 |
VICTORY CAPITAL MANAGEMENT INC | 36 | 36 | 0.00% | 0.08% | 0.47% | Q4 2014 | Q3 2023 | 36 |
Gulf International Bank (UK) Ltd | 33 | 3 | 0.11% | 0.14% | 0.20% | Q4 2013 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.06% | 0.25% | 0.49% | Q4 2014 | Q3 2023 | 36 |
IBM Retirement Fund | 36 | 36 | 0.08% | 0.13% | 0.20% | Q2 2013 | Q1 2022 | 36 |
Allworth Financial LP | 36 | 36 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 36 |
First Personal Financial Services | 36 | 36 | 0.00% | 1.23% | 2.60% | Q4 2014 | Q3 2023 | 36 |
Pensionfund Sabic | 36 | 36 | 0.48% | 0.74% | 1.32% | Q1 2015 | Q4 2023 | 36 |
Candriam S.C.A. | 36 | 36 | 0.02% | 0.05% | 0.15% | Q4 2014 | Q3 2023 | 36 |
TUDOR INVESTMENT CORP ET AL | 6 | 1 | 0.00% | 0.08% | 0.51% | Q3 2014 | Q3 2023 | 36 |
Advisory Services Network, LLC | 27 | 1 | 0.01% | 0.02% | 0.06% | Q4 2013 | Q3 2023 | 36 |
ING GROEP NV | 14 | 1 | 0.00% | 0.07% | 0.18% | Q1 2013 | Q3 2023 | 36 |
AMP Capital Investors Ltd | 36 | 36 | 0.22% | 0.87% | 4.68% | Q2 2013 | Q1 2022 | 36 |
Barrett Asset Management, LLC | 36 | 36 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 36 |
Checchi Capital Advisers, LLC | 36 | 36 | 0.03% | 0.05% | 0.09% | Q4 2014 | Q3 2023 | 36 |
Blue Fin Capital, Inc. | 36 | 36 | 0.12% | 0.30% | 0.64% | Q4 2014 | Q3 2023 | 36 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 26 | 10 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 36 |
ADVISOR PARTNERS LLC | 36 | 36 | 0.06% | 0.12% | 0.26% | Q3 2013 | Q2 2022 | 36 |
Segment Wealth Management, LLC | 35 | 35 | 0.08% | 0.15% | 0.30% | Q1 2015 | Q3 2023 | 35 |
Calamos Advisors LLC | 35 | 35 | 0.02% | 0.04% | 0.07% | Q1 2015 | Q3 2023 | 35 |
HEITMAN REAL ESTATE SECURITIES LLC | 16 | 8 | 0.79% | 4.25% | 7.19% | Q2 2013 | Q3 2023 | 35 |
Sigma Planning Corp | 32 | 3 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q3 2023 | 35 |
FIL Ltd | 31 | 2 | 0.01% | 0.04% | 0.14% | Q3 2013 | Q3 2023 | 35 |
PEAK6 Group LLC | 13 | 3 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q2 2018 | 35 |
Raymond James Financial Services Advisors, Inc. | 34 | 1 | 0.02% | 0.05% | 0.21% | Q2 2013 | Q3 2023 | 35 |
FIRST MIDWEST BANK TRUST DIVISION | 35 | 35 | 0.09% | 0.24% | 0.75% | Q2 2013 | Q4 2021 | 35 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q4 2021 | 35 |
Tower Research Capital LLC (TRC) | 22 | 1 | 0.00% | 0.05% | 0.22% | Q3 2013 | Q3 2023 | 35 |
MARTINGALE ASSET MANAGEMENT L P | 20 | 15 | 0.01% | 0.35% | 0.88% | Q2 2013 | Q4 2022 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.02% | 0.05% | 0.12% | Q1 2015 | Q3 2023 | 35 |
Diligent Investors, LLC | 25 | 10 | 0.18% | 0.67% | 1.75% | Q4 2014 | Q3 2023 | 35 |
PEAK6 Investments LLC | 15 | 2 | 0.00% | 0.01% | 0.06% | Q1 2019 | Q3 2023 | 35 |
Resolution Capital Ltd | 13 | 5 | 0.15% | 4.36% | 11.68% | Q3 2007 | Q3 2023 | 35 |
WHITTIER TRUST CO | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 34 |
EII CAPITAL MANAGEMENT, INC. | 34 | 34 | 0.09% | 1.38% | 2.78% | Q2 2013 | Q3 2021 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2022 | 34 |
Tredje AP-fonden | 34 | 34 | 0.02% | 0.12% | 0.34% | Q2 2015 | Q3 2023 | 34 |
ARKANSAS FINANCIAL GROUP, INC. | 18 | 3 | 0.04% | 0.09% | 0.16% | Q1 2014 | Q3 2023 | 34 |
Adelante Capital Management LLC | 23 | 11 | 0.00% | 4.10% | 7.48% | Q2 2013 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.02% | 0.05% | 0.09% | Q2 2015 | Q3 2023 | 34 |
North Star Investment Management Corp. | 17 | 3 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 34 |
SECURITY NATIONAL TRUST CO | 34 | 34 | 0.02% | 0.15% | 0.30% | Q2 2013 | Q3 2021 | 34 |
Franklin, Parlapiano, Turner & Welch, LLC | 34 | 34 | 1.55% | 2.04% | 2.75% | Q2 2015 | Q3 2023 | 34 |
World Asset Management Inc | 34 | 34 | 0.10% | 0.13% | 0.20% | Q2 2013 | Q3 2021 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
SIGNATUREFD, LLC | 23 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 34 |
FARMERS & MERCHANTS INVESTMENTS INC | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 34 |
LINCOLN NATIONAL CORP | 34 | 34 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q3 2023 | 34 |
GATEWAY INVESTMENT ADVISERS LLC | 28 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q1 2022 | 33 |
DAVIS SELECTED ADVISERS | 30 | 1 | 0.01% | 0.09% | 0.13% | Q2 2013 | Q3 2023 | 33 |
TCW GROUP INC | 31 | 2 | 0.05% | 0.18% | 0.49% | Q2 2013 | Q3 2023 | 33 |
SENTRY INVESTMENT MANAGEMENT LLC | 19 | 14 | 0.02% | 0.09% | 0.15% | Q2 2013 | Q3 2023 | 33 |
AMUNDI ASSET MANAGEMENT US, INC. | 32 | 1 | 0.02% | 0.05% | 0.09% | Q4 2012 | Q1 2021 | 33 |
USCA RIA LLC | 33 | 33 | 0.04% | 0.16% | 0.32% | Q2 2013 | Q2 2021 | 33 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2021 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 33 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.05% | 0.11% | 0.21% | Q2 2013 | Q3 2023 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.03% | 0.08% | 0.21% | Q2 2013 | Q2 2021 | 33 |
QS Investors, LLC | 33 | 33 | 0.00% | 0.13% | 0.47% | Q2 2013 | Q2 2021 | 33 |
FULLER & THALER ASSET MANAGEMENT, INC. | 24 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 33 |
SUMITOMO LIFE INSURANCE CO | 33 | 33 | 0.03% | 0.18% | 0.34% | Q3 2015 | Q3 2023 | 33 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 20 | 6 | 0.01% | 1.17% | 2.38% | Q2 2013 | Q3 2023 | 33 |
NORTHSTAR INVESTMENT ADVISORS LLC | 33 | 33 | 0.18% | 1.55% | 2.36% | Q2 2013 | Q2 2021 | 33 |
TWIN CAPITAL MANAGEMENT INC | 28 | 4 | 0.03% | 0.16% | 0.36% | Q1 2014 | Q3 2023 | 32 |
WBH ADVISORY INC | 29 | 3 | 0.05% | 0.13% | 0.22% | Q3 2015 | Q3 2023 | 32 |
Transamerica Financial Advisors, Inc. | 23 | 1 | 0.00% | 0.09% | 0.45% | Q2 2013 | Q3 2023 | 32 |
Pacer Advisors, Inc. | 32 | 32 | 0.00% | 0.11% | 0.21% | Q4 2015 | Q3 2023 | 32 |
WHITTIER TRUST CO OF NEVADA INC | 15 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 32 |
WINTON GROUP Ltd | 26 | 6 | 0.01% | 0.16% | 0.47% | Q2 2014 | Q3 2022 | 32 |
Stratos Wealth Partners, LTD. | 28 | 4 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q3 2023 | 32 |
Twin Tree Management, LP | 7 | 1 | 0.00% | 0.04% | 0.18% | Q1 2013 | Q3 2022 | 32 |
DnB Asset Management AS | 32 | 32 | 0.04% | 0.05% | 0.07% | Q1 2016 | Q4 2023 | 32 |
FIRST HAWAIIAN BANK | 28 | 4 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q2 2022 | 32 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 27 | 5 | 0.01% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 32 |
PRUDENTIAL PLC | 14 | 3 | 0.00% | 0.04% | 0.49% | Q2 2013 | Q3 2023 | 32 |
Clarius Group, LLC | 32 | 32 | 0.06% | 0.09% | 0.21% | Q4 2015 | Q3 2023 | 32 |
CWM, LLC | 22 | 2 | 0.00% | 0.20% | 0.67% | Q3 2013 | Q3 2023 | 32 |
LS Investment Advisors, LLC | 32 | 32 | 0.05% | 0.10% | 0.16% | Q2 2013 | Q1 2021 | 32 |
VAN ECK ASSOCIATES CORP | 22 | 10 | 0.00% | 0.03% | 0.09% | Q4 2014 | Q3 2023 | 32 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 28 | 4 | 0.23% | 0.35% | 0.53% | Q4 2014 | Q3 2023 | 32 |
Skandinaviska Enskilda Banken AB (publ) | 32 | 32 | 0.04% | 0.19% | 0.65% | Q4 2015 | Q3 2023 | 32 |
PRIVATE ASSET MANAGEMENT INC | 28 | 1 | 0.03% | 0.06% | 0.26% | Q2 2013 | Q2 2022 | 32 |
ROWLANDMILLER & PARTNERS.ADV | 21 | 3 | 0.04% | 0.19% | 0.54% | Q4 2014 | Q4 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.03% | 0.10% | Q1 2016 | Q3 2023 | 31 |
CIBC WORLD MARKETS CORP | 28 | 3 | 0.02% | 0.15% | 0.63% | Q4 2015 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.06% | 0.12% | 0.23% | Q2 2013 | Q4 2020 | 31 |
WASHINGTON TRUST Co | 16 | 15 | 0.01% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.03% | 0.12% | Q4 2015 | Q3 2023 | 31 |
Smithfield Trust Co | 14 | 4 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 31 |
AMICA MUTUAL INSURANCE CO | 16 | 15 | 0.10% | 0.25% | 0.51% | Q2 2013 | Q1 2021 | 31 |
BROWN ADVISORY INC | 28 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 31 |
Mirador Capital Partners LP | 31 | 31 | 0.08% | 0.17% | 0.45% | Q1 2016 | Q3 2023 | 31 |
ASSETMARK, INC | 29 | 2 | 0.00% | 0.01% | 0.09% | Q4 2015 | Q3 2023 | 31 |
VALLEY NATIONAL ADVISERS INC | 28 | 3 | 0.01% | 0.03% | 0.05% | Q4 2014 | Q3 2023 | 31 |
JOHNSON INVESTMENT COUNSEL INC | 21 | 10 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 31 |
JNBA Financial Advisors | 20 | 2 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q3 2023 | 31 |
Gemmer Asset Management LLC | 31 | 31 | 0.01% | 0.03% | 0.05% | Q3 2014 | Q1 2022 | 31 |
FORSTA AP-FONDEN | 30 | 1 | 0.08% | 0.26% | 0.93% | Q4 2015 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.03% | 0.09% | 0.16% | Q2 2013 | Q4 2020 | 31 |
PARADIGM ASSET MANAGEMENT CO LLC | 30 | 30 | 0.22% | 0.57% | 0.82% | Q2 2013 | Q3 2020 | 30 |
Squarepoint Ops LLC | 17 | 1 | 0.00% | 0.07% | 0.39% | Q4 2014 | Q3 2023 | 30 |
EXANE DERIVATIVES | 21 | 9 | 0.00% | 0.05% | 0.50% | Q4 2014 | Q2 2022 | 30 |
Cubist Systematic Strategies, LLC | 11 | 4 | 0.01% | 0.07% | 0.41% | Q2 2014 | Q4 2022 | 30 |
Cypress Capital Management LLC (WY) | 30 | 30 | 0.02% | 0.03% | 0.10% | Q2 2016 | Q3 2023 | 30 |
ALPHA WINDWARD LLC | 30 | 30 | 0.10% | 0.13% | 0.18% | Q2 2013 | Q3 2020 | 30 |
NATIXIS | 19 | 1 | 0.00% | 0.14% | 0.41% | Q1 2014 | Q2 2023 | 30 |
Sarasin & Partners LLP | 22 | 7 | 0.04% | 0.14% | 0.23% | Q2 2013 | Q3 2023 | 29 |
MONETA GROUP INVESTMENT ADVISORS LLC | 18 | 11 | 0.01% | 0.05% | 0.10% | Q2 2015 | Q3 2023 | 29 |
PITCAIRN CO | 11 | 1 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2023 | 29 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 28 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2020 | 29 |
Mirae Asset Global Investments Co., Ltd. | 27 | 2 | 0.00% | 0.02% | 0.06% | Q3 2014 | Q3 2023 | 29 |
Saturna Capital CORP | 18 | 11 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 29 |
NEXT Financial Group, Inc | 23 | 6 | 0.01% | 0.05% | 0.10% | Q3 2014 | Q4 2021 | 29 |
SECURITY CAPITAL RESEARCH & MANAGEMENT INC | 29 | 29 | 1.90% | 5.53% | 12.64% | Q2 2013 | Q2 2020 | 29 |
Capital Advisors, Ltd. LLC | 22 | 3 | 0.00% | 0.03% | 0.07% | Q4 2013 | Q3 2023 | 29 |
Amica Retiree Medical Trust | 15 | 14 | 0.12% | 0.30% | 0.55% | Q4 2013 | Q1 2021 | 29 |
Perpetual Ltd | 15 | 1 | 0.02% | 0.14% | 0.81% | Q2 2013 | Q3 2023 | 29 |
BANK OF HAWAII | 29 | 29 | 0.03% | 0.10% | 0.19% | Q2 2013 | Q2 2020 | 29 |
CARDEROCK CAPITAL MANAGEMENT INC | 28 | 1 | 0.00% | 0.60% | 1.29% | Q2 2013 | Q3 2021 | 29 |
RMR Advisors LLC | 29 | 29 | 1.13% | 1.50% | 2.38% | Q2 2013 | Q2 2020 | 29 |
West Coast Financial LLC | 29 | 29 | 0.17% | 0.50% | 1.24% | Q3 2016 | Q3 2023 | 29 |
Liberty Mutual Group Asset Management Inc. | 22 | 7 | 0.02% | 0.29% | 1.59% | Q2 2013 | Q3 2023 | 29 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.00% | 0.04% | 0.20% | Q4 2016 | Q3 2023 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.11% | 0.14% | 0.19% | Q4 2016 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.03% | 0.30% | 0.52% | Q4 2016 | Q3 2023 | 28 |
CONCENTRIC WEALTH MANAGEMENT, LLC | 28 | 28 | 0.62% | 0.89% | 1.11% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.05% | 0.30% | 0.64% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.07% | 0.10% | 0.13% | Q4 2016 | Q3 2023 | 28 |
Morris Capital Advisors, LLC | 28 | 28 | 0.26% | 0.41% | 0.78% | Q4 2015 | Q3 2022 | 28 |
PIEDMONT INVESTMENT ADVISORS INC | 28 | 28 | 0.10% | 0.20% | 0.67% | Q2 2013 | Q1 2020 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q4 2022 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.02% | 0.18% | 0.90% | Q4 2016 | Q3 2023 | 28 |
Capital Investment Advisors, LLC | 28 | 28 | 0.02% | 0.10% | 0.30% | Q1 2017 | Q4 2023 | 28 |
Bragg Financial Advisors, Inc | 28 | 28 | 0.04% | 0.16% | 0.36% | Q4 2016 | Q3 2023 | 28 |
Carroll Financial Associates, Inc. | 28 | 28 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q4 2021 | 28 |
CIBC WORLD MARKET INC. | 20 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q4 2022 | 28 |
TOBAM | 26 | 2 | 0.02% | 1.35% | 3.64% | Q3 2016 | Q3 2023 | 28 |
First Allied Advisory Services, Inc. | 27 | 1 | 0.01% | 0.08% | 0.26% | Q3 2013 | Q3 2020 | 28 |
WHALEROCK POINT PARTNERS, LLC | 19 | 2 | 0.09% | 0.12% | 0.15% | Q4 2015 | Q3 2023 | 28 |
J.P. Morgan Private Wealth Advisors LLC | 23 | 1 | 0.00% | 0.03% | 0.06% | Q1 2016 | Q3 2023 | 28 |
MONETARY MANAGEMENT GROUP INC | 28 | 28 | 0.05% | 0.14% | 0.46% | Q4 2016 | Q3 2023 | 28 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2019 | 27 |
Baystate Wealth Management LLC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
State of New Jersey Common Pension Fund D | 17 | 10 | 0.03% | 0.08% | 0.16% | Q2 2014 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 27 |
Sterling Investment Advisors, Ltd. | 27 | 27 | 0.02% | 0.55% | 1.08% | Q1 2017 | Q3 2023 | 27 |
OAKBROOK INVESTMENTS LLC | 27 | 27 | 0.07% | 0.10% | 0.14% | Q2 2013 | Q4 2019 | 27 |
Connor, Clark & Lunn Investment Management Ltd. | 18 | 1 | 0.00% | 0.08% | 0.17% | Q4 2014 | Q2 2023 | 27 |
Pacific Center for Financial Services | 24 | 3 | 0.09% | 0.13% | 0.18% | Q4 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q4 2019 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.07% | 0.13% | Q4 2016 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.02% | 0.05% | 0.08% | Q1 2017 | Q3 2023 | 27 |
BRIGHTON JONES LLC | 26 | 1 | 0.02% | 0.03% | 0.05% | Q3 2016 | Q3 2023 | 27 |
NOMURA HOLDINGS INC | 9 | 1 | 0.00% | 0.02% | 0.22% | Q4 2012 | Q4 2021 | 27 |
ASSET PLANNING SERVICES INC /LA/ /ADV | 27 | 27 | 2.56% | 3.15% | 4.22% | Q1 2017 | Q3 2023 | 27 |
CLEARARC CAPITAL INC | 27 | 27 | 0.10% | 0.16% | 0.50% | Q2 2013 | Q4 2019 | 27 |
Gradient Investments LLC | 24 | 2 | 0.00% | 0.08% | 0.48% | Q3 2013 | Q3 2023 | 26 |
ALPS ADVISORS INC | 26 | 26 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2019 | 26 |
Vident Investment Advisory, LLC | 24 | 2 | 0.00% | 0.08% | 0.25% | Q2 2015 | Q2 2023 | 26 |
Anchor Investment Management, LLC | 26 | 26 | 0.00% | 0.03% | 0.05% | Q1 2017 | Q2 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.06% | 0.07% | 0.09% | Q3 2016 | Q3 2023 | 26 |
Achmea Investment Management B.V. | 19 | 7 | 0.05% | 0.22% | 0.60% | Q1 2017 | Q3 2023 | 26 |
Municipal Employees' Retirement System of Michigan | 20 | 6 | 0.01% | 0.05% | 0.10% | Q3 2013 | Q1 2020 | 26 |
CADENCE CAPITAL MANAGEMENT LLC | 26 | 26 | 0.04% | 0.11% | 0.20% | Q2 2014 | Q3 2020 | 26 |
Winch Advisory Services, LLC | 26 | 26 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
BP PLC | 9 | 5 | 0.05% | 0.12% | 0.24% | Q1 2014 | Q2 2021 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.05% | 0.25% | 0.56% | Q2 2013 | Q3 2019 | 26 |
GIRARD PARTNERS LTD. | 26 | 26 | 0.04% | 0.37% | 0.78% | Q4 2013 | Q1 2020 | 26 |
MOODY LYNN & LIEBERSON, LLC | 26 | 26 | 0.08% | 0.10% | 0.11% | Q2 2017 | Q3 2023 | 26 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 26 | 26 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2019 | 26 |
Financial Architects, Inc | 18 | 3 | 0.00% | 0.02% | 0.05% | Q2 2014 | Q4 2021 | 26 |
Clearstead Trust, LLC | 26 | 26 | 0.06% | 0.14% | 0.50% | Q4 2016 | Q1 2023 | 26 |
Psagot Value Holdings Ltd. | 16 | 10 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q1 2021 | 26 |
Family Legacy, Inc. | 24 | 2 | 0.20% | 0.33% | 0.46% | Q1 2017 | Q3 2023 | 26 |
AE Wealth Management LLC | 26 | 26 | 0.02% | 0.04% | 0.08% | Q2 2017 | Q3 2023 | 26 |
Founders Capital Management | 13 | 13 | 0.19% | 0.34% | 0.78% | Q1 2017 | Q4 2023 | 26 |
DEAN INVESTMENT ASSOCIATES, LLC | 26 | 26 | 0.07% | 0.37% | 1.07% | Q2 2017 | Q3 2023 | 26 |
Bartlett & Co. LLC | 16 | 1 | 0.00% | 0.02% | 0.11% | Q3 2013 | Q4 2023 | 25 |
HANCOCK WHITNEY CORP | 21 | 4 | 0.04% | 0.06% | 0.13% | Q3 2015 | Q3 2023 | 25 |
Capital Analysts, LLC | 15 | 10 | 0.00% | 0.11% | 0.26% | Q4 2012 | Q3 2023 | 25 |
Blue Chip Partners, LLC | 25 | 25 | 0.02% | 0.11% | 0.15% | Q4 2014 | Q4 2020 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.02% | 0.06% | 0.20% | Q2 2013 | Q2 2019 | 25 |
Peregrine Asset Advisers, Inc. | 12 | 1 | 0.06% | 0.17% | 0.31% | Q2 2014 | Q4 2020 | 25 |
Vigilant Capital Management, LLC | 20 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2022 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
MASSMUTUAL TRUST CO FSB/ADV | 12 | 2 | 0.00% | 0.03% | 0.16% | Q4 2013 | Q4 2023 | 25 |
Jacobi Capital Management LLC | 25 | 25 | 0.03% | 0.05% | 0.07% | Q3 2017 | Q3 2023 | 25 |
CHICAGO EQUITY PARTNERS LLC | 16 | 9 | 0.05% | 0.39% | 0.94% | Q2 2013 | Q1 2020 | 25 |
abrdn plc | 25 | 25 | 0.07% | 0.14% | 0.24% | Q3 2017 | Q3 2023 | 25 |
GSI Capital Advisors LLC | 10 | 1 | 0.56% | 4.90% | 7.64% | Q3 2013 | Q3 2023 | 25 |
DOHENY ASSET MANAGEMENT /CA | 23 | 2 | 0.11% | 0.19% | 0.29% | Q2 2013 | Q1 2022 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.05% | 0.10% | 0.16% | Q2 2013 | Q1 2019 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.10% | 0.19% | 0.36% | Q2 2013 | Q1 2019 | 24 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 23 | 1 | 0.01% | 0.02% | 0.05% | Q2 2015 | Q1 2022 | 24 |
Gotham Asset Management, LLC | 20 | 4 | 0.00% | 0.06% | 0.23% | Q4 2016 | Q3 2023 | 24 |
BROWN BROTHERS HARRIMAN & CO | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 24 |
HoyleCohen, LLC | 24 | 24 | 0.04% | 0.08% | 0.20% | Q4 2017 | Q3 2023 | 24 |
Summit Global Investments | 17 | 7 | 0.07% | 0.62% | 1.76% | Q4 2016 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.08% | 0.10% | 0.12% | Q4 2017 | Q3 2023 | 24 |
Merriman Wealth Management, LLC | 24 | 24 | 0.03% | 0.08% | 0.13% | Q2 2016 | Q1 2022 | 24 |
Weil Company, Inc. | 24 | 24 | 7.96% | 10.36% | 12.19% | Q4 2017 | Q3 2023 | 24 |
Inspire Investing, LLC | 24 | 24 | 0.06% | 0.17% | 0.32% | Q4 2017 | Q3 2023 | 24 |
OppenheimerFunds, Inc. | 24 | 24 | 0.00% | 0.05% | 0.21% | Q2 2013 | Q1 2019 | 24 |
Midwest Professional Planners, LTD. | 24 | 24 | 0.20% | 0.50% | 0.69% | Q4 2017 | Q3 2023 | 24 |
PLIMOTH TRUST CO LLC | 24 | 24 | 0.23% | 0.38% | 0.53% | Q4 2017 | Q3 2023 | 24 |
CITIZENS FINANCIAL GROUP INC/RI | 19 | 5 | 0.00% | 0.04% | 0.22% | Q4 2015 | Q3 2023 | 24 |
Sandy Spring Bank | 14 | 10 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 24 |
FIRST MERCANTILE TRUST CO | 15 | 9 | 0.01% | 0.23% | 0.79% | Q4 2014 | Q3 2021 | 24 |
Manning & Napier Group, LLC | 24 | 24 | 0.05% | 0.13% | 0.20% | Q4 2017 | Q3 2023 | 24 |
Manchester Capital Management LLC | 23 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2020 | 24 |
MEEDER ASSET MANAGEMENT INC | 15 | 2 | 0.00% | 0.08% | 0.26% | Q1 2016 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.07% | 0.11% | 0.15% | Q4 2017 | Q3 2023 | 24 |
TOTH FINANCIAL ADVISORY CORP | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 24 |
Proficio Capital Partners LLC | 12 | 2 | 0.00% | 0.03% | 0.17% | Q4 2015 | Q3 2023 | 24 |
Treasurer of the State of North Carolina | 23 | 23 | 0.10% | 0.14% | 0.20% | Q1 2018 | Q3 2023 | 23 |
Penserra Capital Management LLC | 21 | 2 | 0.01% | 0.05% | 0.18% | Q4 2015 | Q3 2023 | 23 |
Silvant Capital Management LLC | 23 | 23 | 0.01% | 0.06% | 0.38% | Q1 2018 | Q3 2023 | 23 |
WEATHERLY ASSET MANAGEMENT L. P. | 20 | 1 | 0.02% | 0.10% | 0.16% | Q4 2014 | Q1 2022 | 23 |
HONEYWELL INTERNATIONAL INC | 23 | 23 | 0.05% | 0.51% | 3.20% | Q4 2013 | Q2 2019 | 23 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 8 | 1 | 0.00% | 0.03% | 0.18% | Q4 2013 | Q3 2023 | 23 |
Glassman Wealth Services | 19 | 4 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 23 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 9 | 3 | 0.01% | 0.04% | 0.17% | Q2 2013 | Q2 2022 | 23 |
FIRST MERCHANTS CORP | 13 | 10 | 0.02% | 0.07% | 0.12% | Q3 2017 | Q3 2023 | 23 |
BURKE & HERBERT BANK & TRUST CO | 23 | 23 | 0.21% | 0.27% | 0.35% | Q4 2017 | Q2 2023 | 23 |
Hillsdale Investment Management Inc. | 21 | 2 | 0.00% | 0.00% | 0.04% | Q4 2015 | Q4 2022 | 23 |
KCM INVESTMENT ADVISORS LLC | 18 | 5 | 0.01% | 0.03% | 0.09% | Q2 2016 | Q3 2023 | 23 |
Laurel Wealth Advisors, Inc. | 12 | 11 | 0.04% | 0.14% | 0.44% | Q4 2015 | Q4 2022 | 23 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 6 | 1 | 0.04% | 0.32% | 0.87% | Q1 2015 | Q3 2023 | 23 |
Pendal Group Ltd | 23 | 23 | 0.01% | 0.06% | 0.13% | Q2 2017 | Q4 2022 | 23 |
DONALDSON CAPITAL MANAGEMENT, LLC | 23 | 23 | 0.01% | 0.56% | 2.27% | Q1 2017 | Q3 2022 | 23 |
Assenagon Asset Management S.A. | 14 | 9 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 23 |
NN Investment Partners Holdings N.V. | 15 | 8 | 0.01% | 0.18% | 0.55% | Q1 2016 | Q1 2022 | 23 |
STEVENS CAPITAL MANAGEMENT LP | 10 | 1 | 0.07% | 0.35% | 1.04% | Q4 2013 | Q3 2023 | 23 |
AGF Investments LLC | 23 | 23 | 0.05% | 0.51% | 1.44% | Q4 2016 | Q2 2022 | 23 |
Cascade Investment Advisors, Inc. | 23 | 23 | 0.81% | 1.17% | 1.39% | Q1 2018 | Q3 2023 | 23 |
Steward Partners Investment Advisory, LLC | 23 | 23 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 23 |
SHEETS SMITH WEALTH MANAGEMENT | 23 | 23 | 1.08% | 1.35% | 1.64% | Q1 2018 | Q3 2023 | 23 |
NORTHSTAR ASSET MANAGEMENT LLC | 15 | 2 | 0.09% | 0.16% | 0.39% | Q2 2013 | Q2 2020 | 23 |
CENTERSQUARE INVESTMENT MANAGEMENT LLC | 23 | 23 | 0.48% | 2.73% | 5.50% | Q1 2018 | Q3 2023 | 23 |
Columbus Macro, LLC | 23 | 23 | 0.32% | 0.70% | 1.46% | Q1 2018 | Q3 2023 | 23 |
Tower View Wealth Management LLC | 23 | 23 | 0.07% | 0.14% | 0.20% | Q4 2017 | Q2 2023 | 23 |
ARROW FINANCIAL CORP | 16 | 6 | 0.00% | 0.10% | 0.17% | Q4 2015 | Q3 2023 | 22 |
Laurel Grove Capital, LLC | 22 | 22 | 0.28% | 1.32% | 2.53% | Q2 2013 | Q3 2018 | 22 |
SUNTRUST BANKS INC | 16 | 6 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2019 | 22 |
Man Group plc | 22 | 22 | 0.00% | 0.16% | 0.63% | Q1 2018 | Q2 2023 | 22 |
CI INVESTMENTS INC. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
AdvisorNet Financial, Inc | 22 | 22 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 22 |
AMICA PENSION FUND BOARD OF TRUSTEES | 16 | 6 | 0.12% | 0.31% | 0.55% | Q2 2013 | Q4 2018 | 22 |
Brookfield Asset Management | 8 | 1 | 0.00% | 0.53% | 1.19% | Q2 2013 | Q3 2023 | 22 |
WASHINGTON TRUST BANK | 21 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q2 2022 | 22 |
Quantbot Technologies LP | 7 | 1 | 0.01% | 0.23% | 1.38% | Q3 2013 | Q4 2022 | 22 |
Gifford Fong Associates | 22 | 22 | 0.26% | 0.34% | 0.40% | Q2 2018 | Q3 2023 | 22 |
ISTHMUS PARTNERS, LLC | 22 | 22 | 0.28% | 1.77% | 2.28% | Q2 2018 | Q3 2023 | 22 |
Certified Advisory Corp | 11 | 11 | 0.05% | 0.07% | 0.13% | Q4 2017 | Q3 2023 | 22 |
Carnegie Capital Asset Management, LLC | 19 | 3 | 0.02% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 22 |
Forward Management, LLC | 22 | 22 | 0.02% | 0.19% | 0.46% | Q2 2013 | Q3 2018 | 22 |
Cornerstone Advisors, Inc. | 22 | 22 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q2 2019 | 22 |
SFE Investment Counsel | 22 | 22 | 0.20% | 0.24% | 0.29% | Q1 2017 | Q2 2022 | 22 |
Sompo Asset Management Co., Ltd. | 22 | 22 | 0.18% | 0.87% | 1.91% | Q2 2018 | Q3 2023 | 22 |
Simplicity Solutions, LLC | 13 | 1 | 0.01% | 0.05% | 0.08% | Q2 2017 | Q3 2023 | 22 |
PRELUDE CAPITAL MANAGEMENT, LLC | 10 | 1 | 0.00% | 0.04% | 0.18% | Q1 2013 | Q4 2022 | 22 |
SMITH ASSET MANAGEMENT GROUP LP | 22 | 22 | 0.00% | 0.14% | 0.25% | Q1 2016 | Q2 2021 | 22 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 18 | 3 | 0.12% | 0.19% | 0.30% | Q1 2017 | Q3 2023 | 21 |
Epoch Investment Partners, Inc. | 13 | 2 | 0.01% | 0.23% | 0.45% | Q3 2016 | Q3 2023 | 21 |
NORDEA INVESTMENT MANAGEMENT AB | 21 | 21 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q3 2023 | 21 |
Columbia Asset Management | 11 | 1 | 0.04% | 0.17% | 0.30% | Q4 2013 | Q3 2023 | 21 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 19 | 2 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q3 2023 | 21 |
GAM Holding AG | 17 | 1 | 0.02% | 0.09% | 0.58% | Q2 2013 | Q3 2023 | 21 |
CAPITAL ONE, NATIONAL ASSOCIATION | 21 | 21 | 0.09% | 0.20% | 0.42% | Q2 2013 | Q2 2018 | 21 |
Mutual Advisors, LLC | 19 | 1 | 0.02% | 0.04% | 0.11% | Q4 2017 | Q3 2023 | 21 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 7 | 1 | 0.00% | 0.12% | 0.58% | Q4 2013 | Q3 2023 | 21 |
RITHOLTZ WEALTH MANAGEMENT | 13 | 8 | 0.02% | 0.05% | 0.18% | Q4 2017 | Q3 2023 | 21 |
Intersect Capital LLC | 20 | 1 | 0.07% | 0.17% | 0.27% | Q4 2014 | Q1 2022 | 21 |
BARINGS LLC | 11 | 10 | 0.01% | 0.03% | 0.06% | Q4 2013 | Q3 2020 | 21 |
Chesley Taft & Associates LLC | 12 | 9 | 0.02% | 0.10% | 0.67% | Q3 2015 | Q3 2023 | 21 |
TWO SIGMA ADVISERS, LP | 6 | 1 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q1 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 21 |
Horizon Investments, LLC | 11 | 3 | 0.01% | 0.04% | 0.11% | Q1 2018 | Q3 2023 | 21 |
ROTHSCHILD INVESTMENT LLC /IL | 21 | 21 | 0.59% | 0.82% | 0.95% | Q3 2018 | Q3 2023 | 21 |
Sawyer & Company, Inc | 14 | 7 | 0.53% | 0.67% | 0.88% | Q4 2017 | Q3 2023 | 21 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.00% | 0.01% | 0.06% | Q4 2017 | Q4 2022 | 21 |
Global X Management CO LLC | 21 | 21 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2018 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 21 |
LOOMIS SAYLES & CO L P | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2023 | 21 |
USS Investment Management Ltd | 12 | 9 | 0.05% | 0.10% | 0.14% | Q4 2016 | Q3 2023 | 21 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 21 | 21 | 0.00% | 0.02% | 0.10% | Q2 2015 | Q2 2020 | 21 |
Independent Order of Foresters | 20 | 20 | 2.24% | 5.29% | 7.26% | Q2 2013 | Q1 2018 | 20 |
THOMPSON DAVIS & CO., INC. | 20 | 20 | 0.06% | 0.13% | 0.40% | Q4 2013 | Q3 2018 | 20 |
CAPE COD FIVE CENTS SAVINGS BANK | 18 | 2 | 0.06% | 0.27% | 0.39% | Q2 2013 | Q3 2023 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.13% | 0.16% | 0.22% | Q2 2013 | Q1 2018 | 20 |
GARLAND CAPITAL MANAGEMENT INC | 17 | 1 | 2.05% | 2.79% | 3.64% | Q4 2016 | Q1 2022 | 20 |
CREDIT AGRICOLE S A | 18 | 1 | 0.00% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 20 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 13 | 7 | 0.00% | 0.33% | 1.08% | Q4 2016 | Q4 2021 | 20 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 20 | 20 | 0.13% | 0.28% | 0.40% | Q2 2013 | Q1 2018 | 20 |
GRIMES & COMPANY, INC. | 7 | 1 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q3 2023 | 20 |
Bridgewater Associates | 7 | 1 | 0.01% | 0.07% | 0.37% | Q2 2013 | Q2 2023 | 20 |
Sonora Investment Management, LLC | 18 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2021 | 20 |
Strategic Financial Services, Inc, | 20 | 20 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q3 2023 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.15% | 0.21% | 0.29% | Q1 2013 | Q4 2017 | 20 |
Diversified Trust Co | 16 | 4 | 0.01% | 0.11% | 0.24% | Q3 2015 | Q4 2023 | 20 |
SIMPLEX TRADING, LLC | 6 | 1 | 0.00% | 0.02% | 0.20% | Q4 2014 | Q4 2022 | 20 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 9 | 1 | 0.01% | 0.22% | 0.88% | Q4 2014 | Q3 2023 | 20 |
Balentine LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2018 | 20 |
Brookstone Capital Management | 10 | 2 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 20 |
ROPES WEALTH ADVISORS LLC | 12 | 1 | 0.00% | 0.03% | 0.07% | Q3 2015 | Q3 2022 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2020 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Sheaff Brock Investment Advisors, LLC | 20 | 20 | 0.05% | 0.09% | 0.14% | Q4 2018 | Q3 2023 | 20 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9 | 5 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 20 |
Slow Capital, Inc. | 20 | 20 | 0.04% | 0.31% | 0.60% | Q4 2018 | Q3 2023 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.14% | 0.34% | 0.64% | Q4 2017 | Q3 2022 | 20 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.02% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 20 |
JLP Asset Management, LLC | 20 | 20 | 1.20% | 4.35% | 9.39% | Q4 2018 | Q3 2023 | 20 |
OSSIAM | 20 | 20 | 0.00% | 0.05% | 0.19% | Q4 2018 | Q3 2023 | 20 |
Global Wealth Management Investment Advisory, Inc. | 20 | 20 | 0.07% | 0.48% | 0.88% | Q4 2018 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Capital Advisory Group Advisory Services, LLC | 13 | 1 | 0.00% | 0.24% | 0.55% | Q2 2018 | Q3 2023 | 20 |
TFG Advisers LLC | 20 | 20 | 0.22% | 0.28% | 0.37% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2022 | 20 |
CONNORS INVESTOR SERVICES INC | 11 | 4 | 0.04% | 0.37% | 1.40% | Q2 2013 | Q3 2023 | 20 |
ALLSTATE CORP | 20 | 20 | 0.02% | 0.24% | 0.88% | Q4 2018 | Q3 2023 | 20 |
RNC CAPITAL MANAGEMENT LLC | 19 | 19 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q2 2023 | 19 |
FineMark National Bank & Trust | 18 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2018 | 19 |
HighPoint Advisor Group LLC | 12 | 1 | 0.03% | 0.06% | 0.10% | Q1 2017 | Q2 2022 | 19 |
Compagnie Lombard Odier SCmA | 15 | 4 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2019 | 19 |
MONTRUSCO BOLTON INVESTMENTS INC. | 13 | 6 | 0.66% | 1.56% | 2.52% | Q2 2018 | Q3 2023 | 19 |
Moors & Cabot, Inc. | 17 | 2 | 0.02% | 0.03% | 0.05% | Q4 2015 | Q3 2023 | 19 |
Harvest Fund Management Co., Ltd | 18 | 1 | 0.01% | 0.05% | 0.13% | Q4 2016 | Q3 2023 | 19 |
WEALTHFRONT Corp | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2018 | 19 |
Edgestream Partners, L.P. | 4 | 1 | 0.02% | 0.64% | 2.61% | Q1 2014 | Q3 2023 | 19 |
GSA CAPITAL PARTNERS LLP | 4 | 1 | 0.01% | 0.07% | 0.19% | Q2 2013 | Q3 2023 | 19 |
Mascoma Wealth Management LLC | 11 | 1 | 0.02% | 0.03% | 0.07% | Q4 2016 | Q1 2023 | 19 |
Plante Moran Financial Advisors, LLC | 16 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2021 | 19 |
Kemper Corp Master Retirement Trust | 19 | 19 | 0.24% | 0.49% | 0.84% | Q2 2013 | Q4 2017 | 19 |
PARNASSUS INVESTMENTS, LLC | 19 | 19 | 0.18% | 0.89% | 1.79% | Q2 2017 | Q4 2021 | 19 |
NuWave Investment Management, LLC | 13 | 1 | 0.00% | 0.32% | 1.33% | Q4 2013 | Q2 2022 | 19 |
HM PAYSON & CO | 18 | 1 | 0.00% | 0.01% | 0.21% | Q4 2018 | Q3 2023 | 19 |
BOSTON FINANCIAL MANGEMENT LLC | 19 | 19 | 0.08% | 0.40% | 0.74% | Q2 2013 | Q4 2017 | 19 |
LITTLE HOUSE CAPITAL LLC | 10 | 9 | 0.13% | 0.66% | 0.90% | Q4 2018 | Q3 2023 | 19 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 16 | 3 | 0.02% | 0.13% | 0.45% | Q2 2018 | Q3 2023 | 19 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 14 | 1 | 0.00% | 0.15% | 0.40% | Q1 2017 | Q1 2023 | 19 |
SYMONS CAPITAL MANAGEMENT INC | 15 | 4 | 1.46% | 2.93% | 4.57% | Q2 2015 | Q2 2020 | 19 |
GW HENSSLER & ASSOCIATES LTD | 19 | 19 | 0.24% | 0.39% | 0.56% | Q1 2018 | Q3 2022 | 19 |
WESPAC Advisors, LLC | 9 | 1 | 0.13% | 0.35% | 1.39% | Q3 2015 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q2 2022 | 19 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 9 | 1 | 0.05% | 0.37% | 1.17% | Q3 2013 | Q1 2021 | 19 |
BALYASNY ASSET MANAGEMENT L.P. | 7 | 1 | 0.00% | 0.14% | 0.36% | Q2 2013 | Q2 2023 | 18 |
FLIPPIN BRUCE & PORTER INC | 18 | 18 | 0.65% | 0.84% | 1.17% | Q4 2016 | Q1 2021 | 18 |
ACADIAN ASSET MANAGEMENT LLC | 16 | 2 | 0.00% | 0.01% | 0.05% | Q3 2017 | Q4 2022 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.04% | 0.26% | Q4 2016 | Q1 2021 | 18 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 11 | 7 | 0.03% | 0.06% | 0.11% | Q2 2013 | Q2 2018 | 18 |
WOLVERINE ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.01% | 0.07% | Q4 2013 | Q1 2023 | 18 |
Weaver Consulting Group | 18 | 18 | 0.08% | 0.15% | 0.21% | Q2 2019 | Q3 2023 | 18 |
I.G. INVESTMENT MANAGEMENT, LTD. | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2017 | 18 |
LifePlan Financial Group, Inc | 14 | 1 | 0.04% | 0.12% | 0.17% | Q3 2013 | Q1 2020 | 18 |
MAI Capital Management | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 18 |
Aspire Private Capital, LLC | 13 | 5 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 18 |
Quotient Investors, LLC | 18 | 18 | 0.42% | 0.66% | 0.93% | Q2 2013 | Q3 2017 | 18 |
CAMDEN NATIONAL BANK | 18 | 18 | 0.50% | 1.41% | 1.82% | Q2 2019 | Q3 2023 | 18 |
CONGRESS ASSET MANAGEMENT CO /MA | 18 | 18 | 0.00% | 0.12% | 0.15% | Q2 2013 | Q3 2017 | 18 |
CENTAURUS FINANCIAL, INC. | 9 | 9 | 0.01% | 0.06% | 0.12% | Q2 2018 | Q3 2023 | 18 |
Argent Trust Co | 11 | 1 | 0.01% | 0.03% | 0.10% | Q2 2016 | Q3 2023 | 18 |
Virtu Financial LLC | 4 | 1 | 0.03% | 0.12% | 0.24% | Q1 2015 | Q3 2023 | 18 |
Mount Yale Investment Advisors, LLC | 18 | 18 | 0.04% | 0.07% | 0.10% | Q2 2019 | Q3 2023 | 18 |
Private Ocean, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 18 |
Lombard Odier Asset Management (Europe) Ltd | 16 | 1 | 0.02% | 0.04% | 0.15% | Q2 2016 | Q1 2021 | 18 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 17 | 1 | 0.10% | 0.39% | 0.80% | Q1 2016 | Q3 2020 | 18 |
IFC Holdings Incorporated/FL | 18 | 18 | 0.02% | 0.09% | 0.23% | Q2 2013 | Q3 2017 | 18 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 18 | 18 | 0.07% | 0.09% | 0.14% | Q4 2015 | Q1 2020 | 18 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 9 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2017 | 18 |
American Assets Investment Management, LLC | 12 | 1 | 0.10% | 0.37% | 0.47% | Q2 2013 | Q1 2020 | 18 |
PINNACLE FINANCIAL PARTNERS INC | 5 | 1 | 0.00% | 0.04% | 0.18% | Q2 2013 | Q3 2023 | 18 |
Bank OZK | 18 | 18 | 0.11% | 0.17% | 0.30% | Q2 2019 | Q3 2023 | 18 |
Stuart Chaussee & Associates, Inc. | 11 | 3 | 0.00% | 0.01% | 0.06% | Q1 2017 | Q3 2023 | 18 |
JONES FINANCIAL COMPANIES LLLP | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2017 | 18 |
Bangor Savings Bank | 18 | 18 | 0.10% | 0.18% | 0.25% | Q2 2019 | Q3 2023 | 18 |
MANNING & NAPIER ADVISORS LLC | 18 | 18 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2017 | 18 |
WINMILL & CO. INC | 17 | 17 | 0.12% | 0.17% | 0.20% | Q3 2019 | Q3 2023 | 17 |
Versant Capital Management, Inc | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2023 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.04% | 0.10% | 0.22% | Q1 2018 | Q1 2022 | 17 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17 | 17 | 0.01% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 17 |
OneDigital Investment Advisors LLC | 5 | 2 | 0.01% | 0.06% | 0.24% | Q2 2017 | Q3 2023 | 17 |
Magnetar Financial LLC | 4 | 1 | 0.00% | 0.02% | 0.08% | Q4 2014 | Q2 2023 | 17 |
Campbell & CO Investment Adviser LLC | 13 | 1 | 0.09% | 0.28% | 0.46% | Q4 2017 | Q3 2023 | 17 |
Atlas Brown,Inc. | 14 | 3 | 0.14% | 0.17% | 0.23% | Q1 2019 | Q3 2023 | 17 |
Busey Bank | 17 | 17 | 0.03% | 0.07% | 0.11% | Q3 2019 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q2 2017 | 17 |
NewEdge Advisors, LLC | 6 | 1 | 0.01% | 0.08% | 0.41% | Q2 2017 | Q3 2023 | 17 |
Nationwide Fund Advisors | 11 | 6 | 0.06% | 0.09% | 0.17% | Q2 2013 | Q3 2017 | 17 |
SALEM INVESTMENT COUNSELORS INC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 17 |
1st Global Advisors, Inc. | 17 | 17 | 0.07% | 0.14% | 0.33% | Q2 2013 | Q2 2017 | 17 |
TOMPKINS FINANCIAL CORP | 10 | 7 | 0.48% | 0.78% | 1.18% | Q3 2019 | Q4 2023 | 17 |
HOWE & RUSLING INC | 13 | 2 | 0.00% | 0.14% | 1.10% | Q3 2017 | Q3 2022 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q2 2017 | 17 |
GREENLEAF TRUST | 12 | 2 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 17 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 17 | 17 | 0.00% | 0.02% | 0.07% | Q3 2019 | Q3 2023 | 17 |
FIRST QUADRANT LLC/CA | 14 | 3 | 0.02% | 0.15% | 0.30% | Q2 2013 | Q4 2020 | 17 |
SEEYOND | 17 | 17 | 0.05% | 0.38% | 1.00% | Q4 2018 | Q4 2022 | 17 |
Investors Research Corp | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Quantitative Investment Management, LLC | 8 | 1 | 0.02% | 0.28% | 0.95% | Q3 2013 | Q2 2023 | 17 |
LOGAN CAPITAL MANAGEMENT INC | 11 | 6 | 0.00% | 0.09% | 0.26% | Q2 2013 | Q3 2023 | 17 |
Lester Murray Antman dba SimplyRich | 13 | 1 | 0.10% | 0.13% | 0.34% | Q4 2017 | Q3 2023 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q2 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.08% | 0.19% | 0.32% | Q2 2013 | Q2 2017 | 17 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 16 | 1 | 0.00% | 0.00% | 0.03% | Q3 2016 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.03% | 0.04% | 0.05% | Q1 2018 | Q1 2022 | 17 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 17 | 0.00% | 0.03% | 0.06% | Q2 2017 | Q2 2021 | 17 |
Unigestion Holding SA | 10 | 1 | 0.01% | 0.07% | 0.52% | Q2 2018 | Q3 2023 | 16 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 16 | 16 | 0.00% | 0.16% | 0.24% | Q4 2019 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.39% | 0.60% | 0.81% | Q4 2019 | Q3 2023 | 16 |
CWA Asset Management Group, LLC | 16 | 16 | 0.04% | 0.91% | 1.32% | Q4 2019 | Q3 2023 | 16 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 16 | 16 | 0.12% | 0.16% | 0.22% | Q2 2013 | Q1 2017 | 16 |
RB Capital Management, LLC | 16 | 16 | 0.12% | 0.25% | 0.36% | Q4 2019 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.04% | 0.07% | 0.24% | Q4 2019 | Q3 2023 | 16 |
Legacy Capital Partners, Inc. | 16 | 16 | 0.07% | 0.18% | 0.29% | Q2 2018 | Q1 2022 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.06% | 0.10% | 0.14% | Q4 2019 | Q3 2023 | 16 |
PEAPACK GLADSTONE FINANCIAL CORP | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Concert Wealth Management Inc. | 16 | 16 | 0.04% | 0.08% | 0.12% | Q2 2013 | Q1 2017 | 16 |
BAHL & GAYNOR INC | 16 | 16 | 0.01% | 0.35% | 0.94% | Q3 2015 | Q2 2019 | 16 |
DELTA LLOYD NV | 16 | 16 | 0.43% | 0.72% | 1.00% | Q2 2013 | Q1 2017 | 16 |
Merit Financial Group, LLC | 16 | 16 | 0.04% | 0.07% | 0.15% | Q4 2019 | Q3 2023 | 16 |
Haverford Trust Co | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
ANCHOR CAPITAL ADVISORS LLC | 9 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2018 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.00% | 0.07% | 0.28% | Q2 2013 | Q1 2017 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
JAMES INVESTMENT RESEARCH INC | 15 | 1 | 0.00% | 0.13% | 0.52% | Q2 2016 | Q1 2023 | 16 |
Jupiter Investment Management Ltd | 9 | 1 | 0.02% | 0.64% | 2.04% | Q3 2014 | Q2 2020 | 16 |
COLONY GROUP LLC | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
SIT INVESTMENT ASSOCIATES INC | 8 | 1 | 0.00% | 0.03% | 0.30% | Q1 2014 | Q3 2023 | 16 |
GLENVIEW STATE BANK TRUST DEPT. | 6 | 1 | 0.08% | 0.11% | 0.16% | Q4 2015 | Q2 2021 | 16 |
BAILARD, INC. | 8 | 1 | 0.01% | 0.06% | 0.19% | Q2 2013 | Q1 2022 | 16 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.09% | 0.75% | Q1 2016 | Q3 2023 | 16 |
Mariner, LLC | 8 | 3 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 16 |
Spot Trading L.L.C | 5 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2015 | 16 |
Formidable Asset Management, LLC | 9 | 1 | 0.16% | 0.27% | 0.36% | Q2 2016 | Q3 2023 | 16 |
Miracle Mile Advisors, LLC | 14 | 2 | 0.01% | 0.06% | 0.11% | Q1 2019 | Q1 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.04% | 0.11% | 0.29% | Q4 2019 | Q3 2023 | 16 |
ICW Investment Advisors LLC | 16 | 16 | 0.39% | 0.54% | 0.69% | Q4 2019 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.05% | 0.07% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Hummer Financial Advisory Services Inc | 16 | 16 | 0.87% | 1.06% | 1.26% | Q4 2019 | Q3 2023 | 16 |
Kinneret Advisory, LLC | 16 | 16 | 0.05% | 0.06% | 0.09% | Q4 2018 | Q3 2022 | 16 |
Virtu KCG Holdings LLC | 7 | 3 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q2 2017 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.02% | 0.04% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Zurich Insurance Group Ltd/FI | 8 | 2 | 0.01% | 0.12% | 0.26% | Q1 2016 | Q2 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Norway Savings Bank | 13 | 3 | 0.02% | 0.05% | 0.07% | Q4 2016 | Q2 2021 | 16 |
JFS WEALTH ADVISORS, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 16 |
Edge Wealth Management LLC | 16 | 16 | 1.32% | 2.53% | 3.48% | Q4 2019 | Q3 2023 | 16 |
FDx Advisors, Inc. | 7 | 1 | 0.01% | 0.04% | 0.09% | Q3 2013 | Q2 2023 | 16 |
Lombard Odier Asset Management (Switzerland) SA | 6 | 1 | 0.02% | 0.05% | 0.13% | Q2 2014 | Q1 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
HARTLINE INVESTMENT CORP/ | 11 | 4 | 0.05% | 0.11% | 0.22% | Q4 2019 | Q3 2023 | 15 |
Handelsbanken Fonder AB | 14 | 1 | 0.06% | 0.09% | 0.12% | Q4 2015 | Q3 2023 | 15 |
EXCHANGE TRADED CONCEPTS, LLC | 15 | 15 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q4 2023 | 15 |
Institute for Wealth Management, LLC. | 6 | 1 | 0.03% | 0.06% | 0.13% | Q2 2017 | Q2 2023 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.12% | 0.15% | 0.21% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2016 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2016 | 15 |
A.R.T. Advisors, LLC | 8 | 1 | 0.01% | 0.55% | 6.96% | Q2 2013 | Q1 2020 | 15 |
abrdn Investment Management Ltd | 8 | 7 | 0.00% | 0.22% | 0.65% | Q2 2013 | Q2 2017 | 15 |
Trust Co | 15 | 15 | 0.00% | 0.05% | 0.18% | Q1 2020 | Q3 2023 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.12% | 0.15% | 0.18% | Q3 2016 | Q1 2020 | 15 |
BlackRock Group LTD | 15 | 15 | 0.17% | 0.23% | 0.33% | Q2 2013 | Q4 2016 | 15 |
Cordasco Financial Network | 15 | 15 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2022 | 15 |
PINNACLE ASSOCIATES LTD | 10 | 5 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 15 |
Cresset Asset Management, LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2023 | 15 |
Estabrook Capital Management | 15 | 15 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q4 2016 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 12 | 3 | 0.04% | 0.38% | 0.64% | Q4 2015 | Q3 2023 | 15 |
Verition Fund Management LLC | 4 | 1 | 0.00% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 15 |
HCR Wealth Advisors | 15 | 15 | 0.20% | 0.31% | 0.38% | Q1 2020 | Q3 2023 | 15 |
Virtus Fund Advisers, LLC | 15 | 15 | 0.00% | 0.18% | 0.71% | Q2 2014 | Q4 2017 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.04% | 0.08% | Q2 2016 | Q4 2019 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.01% | 0.13% | 0.29% | Q1 2017 | Q3 2020 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.15% | 0.19% | 0.26% | Q2 2013 | Q4 2016 | 15 |
Ellevest, Inc. | 15 | 15 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q1 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.00% | 0.02% | 0.23% | Q1 2020 | Q3 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.16% | 0.21% | 0.30% | Q2 2013 | Q4 2016 | 15 |
AGRAN LIBBIE | 13 | 2 | 0.10% | 0.14% | 0.23% | Q2 2013 | Q1 2017 | 15 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11 | 2 | 0.00% | 0.19% | 0.75% | Q2 2015 | Q3 2021 | 15 |
Horst & Graben Wealth Management LLC | 15 | 15 | 0.13% | 0.17% | 0.21% | Q1 2020 | Q3 2023 | 15 |
Cypress Capital Group | 11 | 1 | 0.04% | 0.08% | 0.13% | Q3 2015 | Q4 2022 | 15 |
GLG LLC | 15 | 15 | 0.03% | 0.08% | 0.13% | Q1 2014 | Q3 2017 | 15 |
Lido Advisors, LLC | 14 | 1 | 0.00% | 0.02% | 0.12% | Q2 2016 | Q3 2023 | 15 |
Asset Dedication, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Caprock Group, LLC | 12 | 3 | 0.02% | 0.06% | 0.20% | Q1 2016 | Q3 2023 | 15 |
St. Johns Investment Management Company, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2022 | 15 |
BANK OF STOCKTON | 8 | 7 | 0.09% | 0.17% | 0.33% | Q2 2013 | Q1 2017 | 15 |
ZEKE CAPITAL ADVISORS, LLC | 8 | 3 | 0.02% | 0.06% | 0.11% | Q1 2017 | Q4 2022 | 15 |
Rossmore Private Capital | 14 | 1 | 0.02% | 0.10% | 0.14% | Q4 2017 | Q3 2023 | 15 |
B. Riley Wealth Advisors, Inc. | 9 | 1 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.01% | 0.01% | 0.02% | Q3 2011 | Q3 2015 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.06% | 0.08% | 0.11% | Q2 2013 | Q4 2016 | 15 |
Seven Post Investment Office LP | 15 | 15 | 2.06% | 2.63% | 3.20% | Q1 2020 | Q3 2023 | 15 |
CX Institutional | 11 | 2 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 15 |
Dynamic Advisor Solutions LLC | 9 | 6 | 0.05% | 0.25% | 0.79% | Q3 2017 | Q3 2023 | 15 |
CHILTON CAPITAL MANAGEMENT LLC | 10 | 1 | 0.00% | 0.78% | 1.29% | Q2 2013 | Q3 2023 | 15 |
McIlrath & Eck, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
EVOKE WEALTH, LLC | 13 | 1 | 0.00% | 0.13% | 0.33% | Q3 2019 | Q3 2023 | 14 |
WEDBUSH SECURITIES INC | 9 | 1 | 0.01% | 0.04% | 0.10% | Q4 2016 | Q3 2023 | 14 |
South Dakota Investment Council | 14 | 14 | 0.01% | 0.08% | 0.17% | Q2 2020 | Q3 2023 | 14 |
Schonfeld Strategic Advisors LLC | 6 | 1 | 0.01% | 0.07% | 0.16% | Q1 2019 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.09% | 0.15% | 0.26% | Q2 2020 | Q3 2023 | 14 |
Sara-Bay Financial | 14 | 14 | 0.18% | 0.24% | 0.35% | Q2 2020 | Q3 2023 | 14 |
Natixis Investment Managers International | 5 | 1 | 0.01% | 0.05% | 0.10% | Q3 2014 | Q1 2022 | 14 |
Kingfisher Capital LLC | 14 | 14 | 0.60% | 1.03% | 1.62% | Q2 2020 | Q3 2023 | 14 |
Illinois Municipal Retirement Fund | 14 | 14 | 0.02% | 0.27% | 0.64% | Q2 2020 | Q3 2023 | 14 |
Secure Asset Management, LLC | 12 | 2 | 0.06% | 0.15% | 0.22% | Q4 2019 | Q2 2023 | 14 |
WealthPLAN Partners, LLC | 7 | 2 | 0.00% | 0.04% | 0.07% | Q2 2016 | Q4 2023 | 14 |
Cipher Capital LP | 3 | 1 | 0.02% | 0.29% | 0.79% | Q3 2013 | Q1 2023 | 14 |
Cable Hill Partners, LLC | 12 | 2 | 0.02% | 0.05% | 0.17% | Q2 2016 | Q1 2022 | 14 |
Cerity Partners LLC | 8 | 6 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.04% | 0.05% | 0.08% | Q4 2015 | Q1 2019 | 14 |
HARBOR INVESTMENT ADVISORY, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Archer Investment Corp | 12 | 2 | 0.04% | 0.12% | 0.19% | Q4 2018 | Q3 2023 | 14 |
Mn Services Vermogensbeheer B.V. | 14 | 14 | 0.07% | 0.14% | 0.21% | Q1 2016 | Q2 2019 | 14 |
American Research & Management Co. | 12 | 2 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q3 2022 | 14 |
Royal Fund Management, LLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q1 2020 | 14 |
HGI Capital Management, LLC | 4 | 1 | 1.79% | 3.33% | 6.64% | Q1 2019 | Q2 2023 | 14 |
Quantinno Capital Management LP | 14 | 14 | 0.04% | 0.22% | 0.38% | Q2 2020 | Q3 2023 | 14 |
TRUE Private Wealth Advisors | 13 | 1 | 0.00% | 0.04% | 0.06% | Q3 2018 | Q3 2023 | 14 |
BRR OpCo, LLC | 14 | 14 | 0.07% | 0.15% | 0.20% | Q2 2019 | Q3 2022 | 14 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 14 |
ATLAS CAPITAL ADVISORS LLC | 12 | 1 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 14 |
Donald L. Hagan, LLC | 11 | 3 | 0.34% | 0.73% | 1.28% | Q1 2018 | Q3 2023 | 14 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 14 | 14 | 0.01% | 0.03% | 0.07% | Q2 2020 | Q3 2023 | 14 |
CIBC BANK USA | 14 | 14 | 0.04% | 0.06% | 0.07% | Q3 2016 | Q4 2019 | 14 |
Zions Bancorporation | 13 | 1 | 0.00% | 0.12% | 0.90% | Q1 2015 | Q3 2018 | 14 |
PRIVATE TRUST CO NA | 7 | 1 | 0.01% | 0.02% | 0.06% | Q1 2013 | Q3 2023 | 14 |
FORTE CAPITAL LLC /ADV | 14 | 14 | 0.18% | 0.25% | 0.34% | Q2 2020 | Q3 2023 | 14 |
DEERE & CO | 14 | 14 | 0.09% | 0.11% | 0.16% | Q2 2013 | Q3 2016 | 14 |
Highstreet Asset Management Inc. | 11 | 3 | 0.02% | 0.10% | 0.35% | Q2 2016 | Q4 2019 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 2.55% | 3.37% | 3.95% | Q2 2013 | Q3 2016 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.28% | 0.51% | 0.85% | Q2 2013 | Q3 2016 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.02% | 0.09% | 0.24% | Q2 2013 | Q3 2016 | 14 |
Virtus ETF Advisers LLC | 10 | 4 | 0.00% | 0.28% | 0.76% | Q3 2018 | Q1 2023 | 14 |
AlphaCrest Capital Management LLC | 14 | 14 | 0.05% | 0.15% | 0.26% | Q2 2019 | Q3 2022 | 14 |
Cornerstone Advisory, LLC | 14 | 14 | 0.05% | 0.12% | 0.20% | Q2 2020 | Q3 2023 | 14 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.02% | 0.09% | Q1 2014 | Q3 2023 | 14 |
Artisan Partners Limited Partnership | 14 | 14 | 0.04% | 0.07% | 0.09% | Q2 2020 | Q3 2023 | 14 |
THOMAS WHITE INTERNATIONAL LTD | 14 | 14 | 0.07% | 0.10% | 0.13% | Q1 2020 | Q2 2023 | 14 |
BB&T SECURITIES, LLC | 12 | 2 | 0.00% | 0.03% | 0.06% | Q3 2014 | Q3 2019 | 14 |
FIRST FINANCIAL CORP /IN/ | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2016 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2020 | 14 |
IHT Wealth Management, LLC | 8 | 1 | 0.00% | 0.04% | 0.10% | Q4 2016 | Q3 2023 | 14 |
6 Meridian | 10 | 4 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q4 2021 | 14 |
Valeo Financial Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 14 |
Ashburton (Jersey) Ltd | 8 | 1 | 0.00% | 0.16% | 0.64% | Q4 2015 | Q1 2021 | 14 |
Grove Bank & Trust | 9 | 1 | 0.00% | 0.12% | 0.28% | Q4 2016 | Q3 2023 | 14 |
Aveo Capital Partners, LLC | 11 | 1 | 0.04% | 0.07% | 0.09% | Q4 2016 | Q3 2023 | 13 |
Hilltop Holdings Inc. | 9 | 1 | 0.02% | 0.08% | 0.17% | Q3 2017 | Q2 2023 | 13 |
MISSION WEALTH MANAGEMENT, LP | 11 | 2 | 0.01% | 0.02% | 0.08% | Q2 2019 | Q3 2023 | 13 |
Perkins Investment Management, LLC | 11 | 2 | 0.00% | 0.41% | 1.14% | Q2 2013 | Q1 2017 | 13 |
MIDDLETON & CO INC/MA | 9 | 4 | 0.08% | 0.21% | 0.26% | Q2 2020 | Q3 2023 | 13 |
Railway Pension Investments Ltd | 8 | 5 | 0.04% | 0.09% | 0.12% | Q4 2018 | Q1 2023 | 13 |
BENJAMIN EDWARDS INC | 13 | 13 | 0.00% | 0.15% | 0.51% | Q3 2020 | Q3 2023 | 13 |
Reynders McVeigh Capital Management, LLC | 9 | 4 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q2 2023 | 13 |
Convergence Investment Partners, LLC | 7 | 1 | 0.01% | 0.28% | 0.75% | Q2 2013 | Q3 2023 | 13 |
ANALYTIC INVESTORS, LLC | 9 | 4 | 0.03% | 0.18% | 0.49% | Q2 2013 | Q3 2016 | 13 |
Brinker Capital Investments, LLC | 7 | 6 | 0.00% | 0.01% | 0.08% | Q4 2018 | Q4 2022 | 13 |
Gerstein Fisher | 9 | 4 | 0.05% | 0.10% | 0.20% | Q2 2013 | Q3 2016 | 13 |
EQUITABLE TRUST CO | 13 | 13 | 0.05% | 0.76% | 1.68% | Q3 2020 | Q3 2023 | 13 |
UBS OCONNOR LLC | 3 | 1 | 0.01% | 0.11% | 0.28% | Q2 2013 | Q3 2023 | 13 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 3 | 0.03% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 13 |
ClearBridge Investments | 10 | 1 | 0.00% | 0.02% | 0.17% | Q2 2013 | Q3 2023 | 13 |
Westside Investment Management, Inc. | 7 | 6 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2022 | 13 |
Sentry Investments Corp. | 13 | 13 | 0.01% | 0.01% | 0.03% | Q1 2015 | Q1 2018 | 13 |
SCOTIA CAPITAL INC. | 12 | 1 | 0.00% | 0.02% | 0.03% | Q3 2016 | Q2 2023 | 13 |
BOOTHBAY FUND MANAGEMENT, LLC | 4 | 1 | 0.04% | 0.07% | 0.11% | Q1 2019 | Q2 2023 | 13 |
Te Ahumairangi Investment Management Ltd | 13 | 13 | 0.70% | 0.87% | 1.08% | Q3 2020 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
HEARTLAND ADVISORS INC | 13 | 13 | 0.02% | 0.37% | 0.83% | Q4 2019 | Q4 2022 | 13 |
Financial Management Professionals, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
CAROLINAS WEALTH CONSULTING LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
SteelPeak Wealth, LLC | 7 | 6 | 0.05% | 0.09% | 0.20% | Q2 2020 | Q3 2023 | 13 |
LMR Partners LLP | 5 | 1 | 0.01% | 0.08% | 0.28% | Q2 2014 | Q3 2022 | 13 |
NAPLES GLOBAL ADVISORS, LLC | 13 | 13 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Ethic Inc. | 13 | 13 | 0.02% | 0.16% | 0.30% | Q3 2020 | Q3 2023 | 13 |
Vanguard Personalized Indexing Management, LLC | 12 | 1 | 0.06% | 0.11% | 0.31% | Q1 2020 | Q3 2023 | 13 |
Maltin Wealth Management, Inc. | 13 | 13 | 0.66% | 0.87% | 1.15% | Q3 2020 | Q3 2023 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.01% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Confluence Wealth Management LLC | 13 | 13 | 0.38% | 0.67% | 0.90% | Q4 2014 | Q4 2017 | 13 |
DENALI ADVISORS LLC | 6 | 1 | 0.01% | 0.25% | 0.62% | Q4 2016 | Q3 2023 | 13 |
Eagle Ridge Investment Management | 13 | 13 | 1.37% | 1.83% | 2.52% | Q3 2020 | Q3 2023 | 13 |
REGIONS FINANCIAL CORP | 6 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 13 |
ACCIDENT COMPENSATION CORP | 7 | 6 | 0.07% | 0.31% | 0.77% | Q3 2016 | Q2 2020 | 13 |
BDO Wealth Advisors, LLC | 10 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 13 |
Stratos Wealth Advisors, LLC | 13 | 13 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Fieldpoint Private Securities, LLC | 7 | 6 | 0.00% | 0.03% | 0.11% | Q3 2017 | Q2 2022 | 13 |
Dakota Wealth Management | 13 | 13 | 0.04% | 0.09% | 0.12% | Q3 2020 | Q3 2023 | 13 |
PRINCETON CAPITAL MANAGEMENT LLC | 13 | 13 | 1.07% | 1.29% | 1.58% | Q2 2013 | Q2 2016 | 13 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 13 | 13 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q4 2017 | 13 |
Summit X, LLC | 13 | 13 | 0.07% | 0.09% | 0.10% | Q3 2020 | Q3 2023 | 13 |
PFG Advisors | 13 | 13 | 0.04% | 0.26% | 0.41% | Q3 2020 | Q3 2023 | 13 |
Corient Capital Partners, LLC | 13 | 13 | 0.03% | 0.12% | 0.23% | Q3 2019 | Q3 2022 | 13 |
CAMBRIDGE TRUST CO | 8 | 4 | 0.02% | 0.04% | 0.08% | Q2 2016 | Q3 2023 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.09% | 0.10% | 0.14% | Q2 2013 | Q1 2016 | 12 |
GREAT LAKES ADVISORS, LLC | 10 | 2 | 0.01% | 0.11% | 0.40% | Q3 2015 | Q3 2023 | 12 |
PRING TURNER CAPITAL GROUP INC | 8 | 4 | 2.12% | 3.22% | 3.98% | Q1 2018 | Q3 2023 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.07% | 0.17% | 0.40% | Q4 2016 | Q3 2019 | 12 |
Global Trust Asset Management, LLC | 12 | 12 | 0.00% | 0.40% | 0.52% | Q4 2017 | Q3 2020 | 12 |
Snowden Capital Advisors LLC | 8 | 2 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.06% | 0.11% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2021 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
EXENCIAL WEALTH ADVISORS, LLC | 9 | 1 | 0.23% | 0.48% | 1.39% | Q2 2020 | Q3 2023 | 12 |
Columbia Trust Co 01012016 | 12 | 12 | 0.14% | 0.28% | 0.54% | Q4 2020 | Q3 2023 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.07% | 0.13% | 0.16% | Q2 2013 | Q1 2016 | 12 |
Land & Buildings Investment Management | 11 | 1 | 0.14% | 6.31% | 10.03% | Q2 2013 | Q2 2023 | 12 |
Richard Bernstein Advisors LLC | 4 | 2 | 0.02% | 0.12% | 0.25% | Q2 2013 | Q1 2023 | 12 |
AJO, LP | 7 | 5 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q2 2016 | 12 |
RPG Investment Advisory, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2021 | 12 |
Clarity Financial LLC | 12 | 12 | 0.54% | 1.23% | 1.87% | Q4 2020 | Q3 2023 | 12 |
Financial Avengers, Inc. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Crosspoint Capital Strategies, LLC | 5 | 1 | 0.00% | 0.37% | 3.21% | Q4 2013 | Q4 2017 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q1 2021 | 12 |
BAMCO INC /NY/ | 11 | 1 | 0.00% | 0.08% | 0.16% | Q4 2018 | Q3 2023 | 12 |
Weather Gauge Advisory, LLC | 12 | 12 | 1.65% | 1.90% | 2.07% | Q4 2018 | Q3 2021 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Parkwood LLC | 11 | 1 | 0.01% | 0.09% | 0.19% | Q4 2013 | Q2 2017 | 12 |
Tidal Investments LLC | 12 | 12 | 0.02% | 0.19% | 0.35% | Q4 2020 | Q3 2023 | 12 |
Cognios Capital, LLC | 12 | 12 | 0.70% | 0.85% | 0.94% | Q2 2017 | Q1 2020 | 12 |
TCTC Holdings, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Winslow, Evans & Crocker, Inc. | 6 | 1 | 0.00% | 0.02% | 0.13% | Q4 2013 | Q1 2020 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Laffer Tengler Investments, Inc. | 10 | 2 | 0.38% | 0.86% | 1.56% | Q2 2016 | Q3 2023 | 12 |
Journey Advisory Group, LLC | 12 | 12 | 0.07% | 0.40% | 0.59% | Q4 2020 | Q3 2023 | 12 |
GABLES CAPITAL MANAGEMENT INC. | 12 | 12 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q1 2021 | 12 |
Prospera Financial Services Inc | 9 | 1 | 0.00% | 0.05% | 0.07% | Q2 2018 | Q3 2023 | 12 |
Gryphon Financial Partners LLC | 9 | 3 | 0.01% | 0.10% | 0.22% | Q4 2017 | Q3 2023 | 12 |
PHH Investments, Ltd. | 12 | 12 | 0.17% | 0.28% | 0.43% | Q1 2017 | Q4 2019 | 12 |
First Bank & Trust | 12 | 12 | 0.00% | 0.47% | 1.16% | Q2 2017 | Q1 2020 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2021 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.04% | 0.10% | 0.24% | Q4 2016 | Q3 2019 | 12 |
Harel Insurance Investments & Financial Services Ltd. | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q2 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.13% | 0.20% | 0.28% | Q2 2013 | Q1 2016 | 12 |
Curtis Advisory Group, LLC | 12 | 12 | 0.07% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.09% | 0.11% | 0.14% | Q4 2020 | Q3 2023 | 12 |
BI Asset Management Fondsmaeglerselskab A/S | 7 | 5 | 0.03% | 0.11% | 0.46% | Q3 2019 | Q3 2023 | 12 |
IEQ CAPITAL, LLC | 11 | 1 | 0.01% | 0.05% | 0.10% | Q1 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
ClariVest Asset Management LLC | 11 | 1 | 0.00% | 0.08% | 0.34% | Q4 2019 | Q3 2023 | 12 |
Hartford Financial Management Inc. | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Grantham, Mayo, Van Otterloo & Co. LLC | 10 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2021 | 12 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.26% | 1.23% | Q2 2018 | Q3 2023 | 12 |
Freedom Investment Management, Inc. | 10 | 2 | 0.02% | 0.06% | 0.15% | Q4 2015 | Q4 2022 | 12 |
HEADINVEST, LLC | 12 | 12 | 0.04% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.05% | 0.12% | 0.28% | Q4 2016 | Q3 2019 | 12 |
Siemens Fonds Invest GmbH | 12 | 12 | 0.25% | 0.36% | 0.44% | Q4 2020 | Q3 2023 | 12 |
Systematic Alpha Investments, LLC | 12 | 12 | 0.12% | 0.15% | 0.23% | Q4 2020 | Q3 2023 | 12 |
Spectrum Asset Management, Inc. (NB/CA) | 12 | 12 | 0.58% | 0.70% | 1.05% | Q1 2020 | Q4 2022 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.04% | 0.09% | 0.21% | Q4 2016 | Q3 2019 | 12 |
ETF MANAGERS GROUP, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2023 | 12 |
Savant Capital, LLC | 9 | 1 | 0.00% | 0.02% | 0.08% | Q4 2014 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
CT Financial Advisors LLC | 10 | 1 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q1 2017 | 11 |
KANALY TRUST CO | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2016 | 11 |
Braun-Bostich & Associates Inc. | 7 | 4 | 0.03% | 0.25% | 0.53% | Q4 2017 | Q3 2020 | 11 |
M&G INVESTMENT MANAGEMENT LTD | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
La Francaise Forum Securities Ltd | 11 | 11 | 0.11% | 1.96% | 4.18% | Q2 2013 | Q4 2015 | 11 |
MV CAPITAL MANAGEMENT, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
PRENTISS SMITH & CO INC | 10 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2018 | 11 |
Hoese & Co LLP | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.03% | 0.26% | Q1 2021 | Q3 2023 | 11 |
EXCALIBUR MANAGEMENT CORP | 11 | 11 | 0.10% | 0.12% | 0.14% | Q1 2021 | Q3 2023 | 11 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 11 | 11 | 0.02% | 0.24% | 0.48% | Q1 2021 | Q3 2023 | 11 |
CLINTON GROUP INC | 5 | 1 | 0.06% | 0.26% | 1.19% | Q4 2013 | Q2 2017 | 11 |
Mount Lucas Management LP | 6 | 5 | 0.00% | 0.77% | 1.38% | Q3 2015 | Q4 2022 | 11 |
Willow Creek Wealth Management Inc. | 10 | 1 | 0.03% | 0.07% | 0.12% | Q1 2018 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.05% | 0.07% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Global Financial Private Capital, Inc | 6 | 5 | 0.00% | 0.27% | 0.56% | Q2 2017 | Q2 2020 | 11 |
DOLIVER ADVISORS, LP | 6 | 1 | 0.10% | 0.13% | 0.18% | Q1 2018 | Q4 2023 | 11 |
Euclid Advisors LLC | 7 | 1 | 0.01% | 0.11% | 0.24% | Q2 2013 | Q2 2016 | 11 |
FIRST INTERSTATE BANK | 11 | 11 | 0.01% | 0.03% | 0.04% | Q3 2015 | Q1 2018 | 11 |
Ohio National Investments, Inc. | 11 | 11 | 0.10% | 0.12% | 0.15% | Q2 2013 | Q4 2015 | 11 |
Arkadios Wealth Advisors | 8 | 3 | 0.00% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 11 |
Lenox Wealth Management, Inc. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2019 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.07% | 0.10% | 0.12% | Q4 2020 | Q3 2023 | 11 |
Cullen Capital Management, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Uniplan Investment Counsel, Inc. | 10 | 1 | 0.45% | 2.47% | 3.28% | Q2 2015 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q2 2020 | 11 |
CAPITAL ADVISORS INC/OK | 7 | 2 | 0.04% | 0.42% | 0.78% | Q2 2013 | Q4 2019 | 11 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 11 | 11 | 0.01% | 0.01% | 0.05% | Q4 2015 | Q2 2018 | 11 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 4 | 1 | 0.00% | 0.09% | 0.33% | Q2 2013 | Q2 2022 | 11 |
Fisher Asset Management, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 11 |
SeaCrest Wealth Management, LLC | 10 | 1 | 0.01% | 0.06% | 0.10% | Q4 2017 | Q2 2022 | 11 |
LIBERTY WEALTH MANAGEMENT LLC | 7 | 4 | 0.00% | 0.03% | 0.05% | Q4 2018 | Q3 2021 | 11 |
Campion Asset Management | 11 | 11 | 0.52% | 0.64% | 0.78% | Q1 2021 | Q3 2023 | 11 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 11 | 11 | 0.12% | 0.19% | 0.26% | Q1 2021 | Q3 2023 | 11 |
Apollon Wealth Management, LLC | 11 | 11 | 0.02% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 11 |
PATHSTONE FAMILY OFFICE, LLC | 8 | 1 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q3 2023 | 11 |
Pekin Hardy Strauss, Inc. | 11 | 11 | 0.11% | 0.15% | 0.18% | Q1 2021 | Q3 2023 | 11 |
Crewe Advisors LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 11 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.03% | 0.10% | 0.16% | Q2 2021 | Q3 2023 | 10 |
Inspire Advisors, LLC | 8 | 1 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 10 |
Machina Capital S.A.S. | 6 | 1 | 0.25% | 0.65% | 1.25% | Q1 2019 | Q2 2023 | 10 |
iAB Financial Bank | 10 | 10 | 0.20% | 0.28% | 0.37% | Q1 2015 | Q2 2017 | 10 |
AGF INVESTMENTS INC. | 8 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2021 | 10 |
PIN OAK INVESTMENT ADVISORS INC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2020 | 10 |
CreativeOne Wealth, LLC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 10 |
Dynamic Technology Lab Private Ltd | 6 | 1 | 0.02% | 0.06% | 0.16% | Q2 2017 | Q1 2023 | 10 |
Concord Wealth Partners | 4 | 3 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 10 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 10 | 10 | 0.01% | 0.12% | 0.58% | Q2 2021 | Q3 2023 | 10 |
WADDELL & ASSOCIATES, LLC | 10 | 10 | 0.11% | 0.15% | 0.18% | Q2 2021 | Q3 2023 | 10 |
Capital International Investors | 4 | 3 | 0.02% | 0.20% | 0.54% | Q3 2018 | Q3 2023 | 10 |
Cornerstone Advisors, LLC | 10 | 10 | 0.09% | 0.25% | 0.32% | Q2 2021 | Q3 2023 | 10 |
Ruane, Cunniff & Goldfarb | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2016 | 10 |
Amundi | 10 | 10 | 0.04% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 10 |
QUANTUM CAPITAL MANAGEMENT | 9 | 1 | 0.13% | 0.28% | 0.44% | Q3 2016 | Q3 2020 | 10 |
WRAPMANAGER INC | 10 | 10 | 0.07% | 0.26% | 0.47% | Q2 2017 | Q3 2019 | 10 |
IFG Advisory, LLC | 9 | 1 | 0.02% | 0.05% | 0.06% | Q1 2019 | Q3 2023 | 10 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 6 | 4 | 0.02% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 10 |
ETRADE Capital Management LLC | 6 | 4 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2018 | 10 |
JGP Wealth Management, LLC | 10 | 10 | 0.43% | 0.58% | 0.73% | Q2 2021 | Q3 2023 | 10 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 6 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 10 |
Daiwa SB Investments Ltd. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2019 | 10 |
Baker Avenue Asset Management, LP | 4 | 2 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 10 |
Pinnacle Summer Investments, Inc. | 10 | 10 | 0.00% | 0.05% | 0.14% | Q3 2013 | Q4 2015 | 10 |
Windham Capital Management, LLC | 10 | 10 | 0.05% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Wagner Wealth Management, LLC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 10 |
RIDGECREST WEALTH PARTNERS, LLC | 10 | 10 | 0.18% | 0.22% | 0.27% | Q2 2021 | Q3 2023 | 10 |
Old Port Advisors | 9 | 1 | 0.12% | 0.44% | 0.54% | Q1 2021 | Q3 2023 | 10 |
Quadrature Capital Ltd | 4 | 1 | 0.02% | 0.30% | 1.51% | Q2 2016 | Q2 2023 | 10 |
Krane Funds Advisors LLC | 7 | 1 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 10 |
BEACON FINANCIAL GROUP | 9 | 1 | 0.04% | 0.06% | 0.13% | Q3 2013 | Q1 2020 | 10 |
C M BIDWELL & ASSOCIATES LTD | 4 | 1 | 0.10% | 1.00% | 1.92% | Q4 2013 | Q2 2022 | 10 |
PARK AVENUE SECURITIES LLC | 7 | 1 | 0.01% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 10 |
WD RUTHERFORD LLC | 9 | 1 | 0.09% | 0.14% | 0.28% | Q4 2020 | Q3 2023 | 10 |
Versor Investments LP | 5 | 1 | 0.02% | 0.13% | 0.30% | Q3 2018 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
HighTower Trust Company, N.A. | 6 | 1 | 0.04% | 0.11% | 0.29% | Q2 2016 | Q1 2023 | 10 |
MGO ONE SEVEN LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 10 |
IVC Wealth Advisors LLC | 10 | 10 | 0.14% | 0.17% | 0.20% | Q2 2021 | Q3 2023 | 10 |
Essex Financial Services, Inc. | 10 | 10 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
1834 INVESTMENT ADVISORS CO | 6 | 4 | 0.00% | 0.05% | 0.26% | Q1 2021 | Q3 2023 | 10 |
OPTIMUM INVESTMENT ADVISORS | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2022 | 10 |
MATHER GROUP, LLC. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
CULLEN/FROST BANKERS, INC. | 5 | 1 | 0.00% | 0.02% | 0.11% | Q2 2014 | Q3 2023 | 10 |
ORRSTOWN FINANCIAL SERVICES INC | 8 | 2 | 0.01% | 0.58% | 0.82% | Q3 2015 | Q4 2018 | 10 |
CAPITAL GROWTH MANAGEMENT LP | 3 | 1 | 0.74% | 1.75% | 2.58% | Q3 2013 | Q2 2022 | 10 |
Gideon Capital Advisors, Inc. | 3 | 1 | 0.23% | 0.55% | 1.80% | Q4 2013 | Q4 2019 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.01% | 0.06% | Q2 2018 | Q3 2020 | 10 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 8 | 1 | 0.00% | 0.10% | 0.15% | Q2 2016 | Q4 2022 | 10 |
CLEAR STREET MARKETS LLC | 6 | 1 | 0.00% | 0.09% | 0.70% | Q4 2015 | Q2 2023 | 10 |
DEARBORN PARTNERS LLC | 8 | 2 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 10 |
Point72 Hong Kong Ltd | 3 | 1 | 0.00% | 0.07% | 0.20% | Q4 2014 | Q2 2022 | 10 |
LATHROP INVESTMENT MANAGEMENT CORP | 10 | 10 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.03% | 0.03% | 0.05% | Q2 2013 | Q3 2015 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
BRAUN STACEY ASSOCIATES INC | 10 | 10 | 0.02% | 0.02% | 0.04% | Q1 2014 | Q2 2016 | 10 |
Index Management Solutions, LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2015 | 10 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 2 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 10 |
Catalyst Capital Advisors LLC | 5 | 1 | 0.00% | 0.42% | 1.97% | Q2 2014 | Q3 2017 | 10 |
Walleye Capital LLC | 8 | 1 | 0.00% | 0.19% | 0.47% | Q2 2020 | Q3 2023 | 10 |
Zimmer Partners, LP | 5 | 1 | 0.01% | 0.89% | 2.32% | Q3 2019 | Q2 2023 | 10 |
CVA Family Office, LLC | 7 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 9 |
TNF LLC | 9 | 9 | 0.10% | 0.17% | 0.24% | Q3 2021 | Q3 2023 | 9 |
Sovereign Financial Group, Inc. | 9 | 9 | 0.09% | 0.12% | 0.14% | Q3 2021 | Q3 2023 | 9 |
Marshall Financial Group LLC | 9 | 9 | 0.12% | 0.57% | 0.67% | Q3 2021 | Q3 2023 | 9 |
MILES CAPITAL, INC. | 9 | 9 | 0.26% | 0.44% | 0.64% | Q2 2016 | Q2 2018 | 9 |
Kiwi Wealth Investments Limited Partnership | 7 | 2 | 0.23% | 0.60% | 0.75% | Q3 2020 | Q2 2023 | 9 |
44 WEALTH MANAGEMENT LLC | 9 | 9 | 0.22% | 0.58% | 0.82% | Q1 2021 | Q1 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
West Family Investments, Inc. | 9 | 9 | 0.08% | 0.22% | 0.31% | Q2 2021 | Q2 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q2 2015 | 9 |
TDAM USA INC. | 9 | 9 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q2 2019 | 9 |
Key FInancial Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Perpetual Investment Management Ltd | 9 | 9 | 0.05% | 0.12% | 0.56% | Q4 2020 | Q4 2022 | 9 |
Great Diamond Partners, LLC | 8 | 1 | 0.04% | 0.14% | 0.22% | Q4 2019 | Q3 2023 | 9 |
STONNINGTON GROUP, LLC | 9 | 9 | 0.08% | 0.12% | 0.14% | Q1 2021 | Q1 2023 | 9 |
AIA Group Ltd | 8 | 1 | 0.03% | 0.07% | 0.17% | Q4 2020 | Q1 2023 | 9 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 9 | 9 | 0.01% | 0.12% | 0.15% | Q2 2016 | Q2 2018 | 9 |
THOMPSON SIEGEL & WALMSLEY LLC | 6 | 3 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 9 |
FIRST CITIZENS BANK & TRUST CO | 7 | 2 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q2 2017 | 9 |
Qtron Investments LLC | 9 | 9 | 0.04% | 0.20% | 0.30% | Q3 2021 | Q3 2023 | 9 |
Princeton Alpha Management LP | 3 | 1 | 0.07% | 0.15% | 0.34% | Q4 2013 | Q1 2017 | 9 |
Heritage Wealth Advisors | 5 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 9 |
WIMMER ASSOCIATES 1, LLC | 7 | 2 | 0.12% | 0.15% | 0.22% | Q1 2016 | Q4 2022 | 9 |
Evolution Wealth Advisors, LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 9 |
Old North State Trust, LLC | 6 | 3 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q1 2023 | 9 |
Counsel Portfolio Services Inc. | 5 | 4 | 0.10% | 0.25% | 0.44% | Q2 2013 | Q2 2016 | 9 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.02% | 0.06% | 0.13% | Q3 2019 | Q4 2022 | 9 |
Sullivan, Bruyette, Speros & Blaney, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2021 | 9 |
CATAWBA CAPITAL MANAGEMENT /VA | 9 | 9 | 0.06% | 0.07% | 0.08% | Q2 2016 | Q2 2018 | 9 |
Nan Shan Life Insurance Co., Ltd. | 6 | 3 | 0.33% | 0.97% | 1.42% | Q4 2020 | Q3 2023 | 9 |
HRT FINANCIAL LP | 4 | 1 | 0.02% | 0.16% | 0.48% | Q4 2014 | Q2 2023 | 9 |
NumerixS Investment Technologies Inc | 8 | 1 | 0.02% | 0.16% | 0.36% | Q2 2017 | Q2 2020 | 9 |
CIM INVESTMENT MANAGEMENT INC | 9 | 9 | 0.16% | 0.19% | 0.22% | Q4 2019 | Q4 2021 | 9 |
White Lighthouse Investment Management Inc. | 9 | 9 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q2 2023 | 9 |
Freestone Capital Holdings, LLC | 5 | 1 | 0.00% | 0.05% | 0.34% | Q3 2013 | Q2 2022 | 9 |
Montecito Bank & Trust | 9 | 9 | 0.04% | 0.10% | 0.19% | Q4 2021 | Q4 2023 | 9 |
EVERMAY WEALTH MANAGEMENT LLC | 9 | 9 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
CenterStar Asset Management, LLC | 2 | 1 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q1 2021 | 9 |
Successful Portfolios LLC | 9 | 9 | 0.19% | 0.27% | 0.34% | Q3 2021 | Q3 2023 | 9 |
Quantamental Technologies LLC | 2 | 1 | 0.12% | 0.34% | 0.81% | Q1 2019 | Q2 2023 | 9 |
Israel Discount Bank of New York | 9 | 9 | 0.03% | 0.06% | 0.08% | Q1 2017 | Q1 2019 | 9 |
SpiderRock Advisors, LLC | 3 | 3 | 0.00% | 0.05% | 0.27% | Q1 2017 | Q3 2017 | 9 |
CAMG Solamere Management, LLC | 9 | 9 | 0.12% | 0.54% | 0.95% | Q4 2016 | Q4 2018 | 9 |
L & S Advisors Inc | 6 | 1 | 0.05% | 0.23% | 1.12% | Q3 2013 | Q1 2020 | 9 |
Gillson Capital LP | 4 | 1 | 0.28% | 0.80% | 1.18% | Q1 2020 | Q3 2023 | 9 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 8 | 1 | 0.04% | 0.09% | 0.14% | Q3 2019 | Q3 2023 | 9 |
BESSEMER SECURITIES LLC | 9 | 9 | 0.16% | 0.21% | 0.24% | Q4 2018 | Q4 2020 | 9 |
Hill Winds Capital LP | 5 | 1 | 1.28% | 3.71% | 5.21% | Q4 2019 | Q4 2022 | 9 |
Sowell Financial Services LLC | 7 | 1 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q1 2023 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q3 2023 | 9 |
HL FINANCIAL SERVICES LLC | 5 | 4 | 0.01% | 0.03% | 0.08% | Q4 2015 | Q1 2019 | 9 |
USA FINANCIAL FORMULAS | 3 | 1 | 0.00% | 0.31% | 1.01% | Q2 2015 | Q3 2023 | 8 |
Migdal Insurance & Financial Holdings Ltd. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2020 | 8 |
Canton Hathaway, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2020 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.11% | 0.17% | 0.26% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.13% | 0.15% | 0.16% | Q2 2013 | Q1 2015 | 8 |
Avidian Wealth Solutions, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Global Endowment Management, LP | 6 | 1 | 0.16% | 0.32% | 0.50% | Q2 2015 | Q4 2017 | 8 |
Tradewinds Capital Management, LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2018 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.15% | 0.18% | 0.22% | Q4 2014 | Q3 2016 | 8 |
Investmark Advisory Group LLC | 8 | 8 | 0.15% | 0.23% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Trek Financial, LLC | 4 | 1 | 0.02% | 0.08% | 0.22% | Q2 2021 | Q3 2023 | 8 |
SRS Capital Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 8 |
Y-Intercept (Hong Kong) Ltd | 6 | 1 | 0.07% | 0.18% | 0.34% | Q4 2020 | Q3 2023 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Ausdal Financial Partners, Inc. | 3 | 1 | 0.03% | 0.08% | 0.15% | Q4 2015 | Q1 2023 | 8 |
DMC Group, LLC | 8 | 8 | 0.28% | 0.37% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Engineers Gate Manager LP | 3 | 1 | 0.01% | 0.04% | 0.12% | Q3 2019 | Q4 2022 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.07% | 0.11% | 0.16% | Q4 2021 | Q3 2023 | 8 |
MOODY NATIONAL BANK TRUST DIVISION | 6 | 2 | 0.00% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 8 | 8 | 0.07% | 0.09% | 0.12% | Q4 2014 | Q3 2016 | 8 |
Altshuler Shaham Ltd | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2022 | 8 |
Newbridge Financial Services Group, Inc. | 7 | 1 | 0.00% | 0.05% | 0.10% | Q3 2020 | Q4 2022 | 8 |
HBW ADVISORY SERVICES LLC | 7 | 1 | 0.10% | 0.13% | 0.19% | Q4 2019 | Q4 2021 | 8 |
CINCINNATI INSURANCE CO | 8 | 8 | 0.26% | 0.51% | 0.65% | Q3 2017 | Q2 2019 | 8 |
Gyon Technologies Capital Management, LP | 5 | 1 | 0.07% | 0.28% | 0.64% | Q3 2020 | Q4 2022 | 8 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 8 | 8 | 0.26% | 0.36% | 0.42% | Q3 2017 | Q2 2019 | 8 |
Fiduciary Planning LLC | 7 | 1 | 0.22% | 1.25% | 2.16% | Q4 2019 | Q4 2021 | 8 |
Lindenwold Advisors, INC | 8 | 8 | 0.73% | 0.96% | 1.15% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 8 |
Willingdon Wealth Management | 3 | 1 | 0.00% | 1.31% | 3.40% | Q4 2015 | Q1 2020 | 8 |
Richwood Investment Advisors, LLC | 8 | 8 | 0.24% | 0.29% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Symphony Financial, Ltd. Co. | 8 | 8 | 0.11% | 0.21% | 0.31% | Q3 2021 | Q2 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.05% | 0.07% | 0.09% | Q3 2021 | Q2 2023 | 8 |
Teamwork Financial Advisors, LLC | 7 | 1 | 0.05% | 0.07% | 0.15% | Q4 2019 | Q4 2021 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.07% | Q4 2021 | Q3 2023 | 8 |
INTEGRATED WEALTH COUNSEL, LLC | 5 | 3 | 0.04% | 0.98% | 2.11% | Q2 2013 | Q3 2015 | 8 |
HOHIMER WEALTH MANAGEMENT, LLC | 8 | 8 | 0.10% | 0.58% | 0.74% | Q4 2019 | Q3 2021 | 8 |
REGATTA CAPITAL GROUP, LLC | 8 | 8 | 0.26% | 0.38% | 0.51% | Q4 2021 | Q3 2023 | 8 |
TIVERTON ASSET MANAGEMENT LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2019 | 8 |
Hazelview Securities Inc. | 8 | 8 | 3.59% | 6.22% | 7.79% | Q1 2021 | Q4 2022 | 8 |
AMERICAN NATIONAL BANK | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 8 |
Independent Portfolio Consultants, Inc. | 6 | 1 | 0.00% | 0.09% | 0.14% | Q2 2013 | Q4 2016 | 8 |
Filbrandt Wealth Management, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2021 | 8 |
Bill Few Associates, Inc. | 8 | 8 | 0.14% | 0.17% | 0.20% | Q4 2021 | Q3 2023 | 8 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 4 | 4 | 0.43% | 0.69% | 1.04% | Q1 2018 | Q3 2023 | 8 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 8 | 8 | 1.60% | 1.87% | 2.29% | Q2 2013 | Q1 2015 | 8 |
Sculptor Capital LP | 3 | 1 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q4 2019 | 8 |
CenturyLink Investment Management Co | 3 | 2 | 0.06% | 0.38% | 0.71% | Q2 2013 | Q2 2016 | 8 |
Opus Capital Group, LLC | 8 | 8 | 0.03% | 0.06% | 0.10% | Q3 2015 | Q2 2017 | 8 |
CINCINNATI FINANCIAL CORP | 8 | 8 | 0.13% | 0.62% | 0.85% | Q3 2017 | Q2 2019 | 8 |
OMERS ADMINISTRATION Corp | 3 | 2 | 0.03% | 0.09% | 0.16% | Q1 2015 | Q4 2019 | 8 |
Naviter Wealth, LLC | 8 | 8 | 0.35% | 0.48% | 0.72% | Q4 2021 | Q3 2023 | 8 |
Legacy Wealth Asset Management, LLC | 8 | 8 | 0.12% | 0.13% | 0.15% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 0.42% | 0.63% | 0.82% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.09% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Hendershot Investments Inc. | 8 | 8 | 0.16% | 0.20% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Berger Financial Group, Inc | 8 | 8 | 0.06% | 0.09% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.03% | 0.07% | 0.15% | Q4 2021 | Q3 2023 | 8 |
BANQUE PICTET & CIE SA | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
ARBOR CAPITAL MANAGEMENT INC /ADV | 8 | 8 | 0.99% | 1.09% | 1.22% | Q4 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
RFG Advisory, LLC | 5 | 3 | 0.02% | 0.06% | 0.13% | Q4 2017 | Q3 2023 | 8 |
Echo Street Capital Management LLC | 2 | 1 | 0.00% | 0.16% | 0.43% | Q2 2014 | Q2 2022 | 8 |
CPWM, LLC | 8 | 8 | 0.05% | 0.06% | 0.08% | Q3 2015 | Q2 2017 | 8 |
PITTENGER & ANDERSON INC | 5 | 3 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 8 |
NEW YORK LIFE TRUST CO | 5 | 1 | 0.00% | 0.12% | 0.32% | Q2 2013 | Q1 2017 | 8 |
LEVEL FOUR ADVISORY SERVICES, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.09% | 0.12% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Gould Capital, LLC | 8 | 8 | 0.15% | 0.94% | 2.34% | Q4 2021 | Q3 2023 | 8 |
BLODGETT WEALTH ADVISORS, LLC | 8 | 8 | 0.38% | 0.42% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Bond & Devick Financial Network, Inc. | 8 | 8 | 0.15% | 0.23% | 0.34% | Q4 2021 | Q3 2023 | 8 |
NewSquare Capital LLC | 7 | 1 | 0.00% | 0.37% | 0.57% | Q2 2020 | Q3 2023 | 8 |
Stiles Financial Services Inc | 8 | 8 | 0.56% | 0.62% | 0.70% | Q4 2021 | Q3 2023 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.02% | 0.06% | 0.18% | Q4 2021 | Q3 2023 | 8 |
TD Capital Management LLC | 5 | 3 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 8 |
Burleson & Company, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2015 | 8 |
SPC Financial, Inc. | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
JCIC Asset Management Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 8 |
MCF Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Integrated Wealth Concepts LLC | 6 | 2 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.05% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Point72 Asset Management, L.P. | 5 | 1 | 0.01% | 0.06% | 0.15% | Q1 2019 | Q2 2023 | 8 |
DAVIDSON INVESTMENT ADVISORS | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2017 | 8 |
Financial Gravity Asset Management, Inc. | 4 | 1 | 0.00% | 0.05% | 0.15% | Q1 2018 | Q2 2023 | 8 |
DRW Securities, LLC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 8 |
FORA Capital, LLC | 3 | 1 | 0.10% | 0.31% | 0.41% | Q4 2019 | Q3 2023 | 8 |
BRINKER CAPITAL INC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2020 | 8 |
DFPG INVESTMENTS, LLC | 8 | 8 | 0.03% | 0.07% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q4 2022 | 8 |
Homrich & Berg | 7 | 1 | 0.01% | 0.03% | 0.05% | Q3 2015 | Q2 2019 | 8 |
Chesapeake Wealth Management | 8 | 8 | 0.08% | 0.14% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Integrated Wealth Management | 8 | 8 | 0.06% | 0.09% | 0.13% | Q1 2015 | Q4 2016 | 8 |
COMMONS CAPITAL, LLC | 8 | 8 | 0.38% | 0.52% | 0.63% | Q4 2021 | Q3 2023 | 8 |
MU Investments Co., Ltd. | 8 | 8 | 0.00% | 0.07% | 0.27% | Q1 2016 | Q4 2017 | 8 |
Financial Advocates Investment Management | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2019 | 8 |
Soapstone Management L.P. | 7 | 7 | 0.75% | 5.51% | 10.70% | Q4 2019 | Q2 2021 | 7 |
ASPIRIANT, LLC | 3 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2018 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Alyeska Investment Group, L.P. | 4 | 1 | 0.01% | 0.22% | 0.58% | Q2 2016 | Q4 2021 | 7 |
Laurion Capital Management LP | 3 | 1 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 7 |
ALPHASIMPLEX GROUP, LLC | 5 | 2 | 0.12% | 0.17% | 0.23% | Q3 2019 | Q2 2021 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Fiera Capital Corp | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2022 | 7 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.10% | 0.28% | 0.54% | Q2 2017 | Q4 2022 | 7 |
Clark Capital Management Group, Inc. | 5 | 2 | 0.00% | 0.32% | 0.59% | Q2 2015 | Q1 2022 | 7 |
Community Financial Services Group, LLC | 7 | 7 | 0.02% | 0.02% | 0.04% | Q1 2014 | Q3 2015 | 7 |
EP Wealth Advisors, LLC | 4 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Invictus RG Pte. Ltd. | 4 | 3 | 0.02% | 0.24% | 0.60% | Q3 2013 | Q3 2015 | 7 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.26% | 1.16% | 2.92% | Q1 2016 | Q1 2023 | 7 |
HERITAGE INVESTORS MANAGEMENT CORP | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2021 | 7 |
Chicago Partners Investment Group LLC | 5 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 7 |
Ergoteles LLC | 4 | 1 | 0.03% | 0.11% | 0.27% | Q4 2020 | Q2 2023 | 7 |
ATHERTON LANE ADVISERS, LLC | 7 | 7 | 0.13% | 0.16% | 0.20% | Q2 2014 | Q4 2015 | 7 |
Sabal Trust CO | 7 | 7 | 0.03% | 2.06% | 2.69% | Q3 2017 | Q1 2019 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
Li Winifred I | 7 | 7 | 0.10% | 0.12% | 0.14% | Q2 2013 | Q4 2014 | 7 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.06% | 0.27% | 0.52% | Q1 2016 | Q2 2021 | 7 |
Riverview Trust Co | 6 | 1 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q2 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q4 2014 | 7 |
Tortoise Investment Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
ProVise Management Group, LLC | 7 | 7 | 0.09% | 0.12% | 0.19% | Q3 2014 | Q1 2016 | 7 |
Cadence Bank | 5 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
BOENNING & SCATTERGOOD, INC. | 5 | 2 | 0.04% | 0.06% | 0.07% | Q1 2019 | Q4 2022 | 7 |
Garde Capital, Inc. | 6 | 1 | 0.04% | 0.05% | 0.06% | Q3 2017 | Q2 2023 | 7 |
Destination Wealth Management | 6 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2021 | 7 |
NorthRock Partners, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2022 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2019 | 7 |
Teza Capital Management LLC | 2 | 1 | 0.07% | 0.38% | 0.71% | Q1 2017 | Q1 2021 | 7 |
GSB Wealth Management, LLC | 7 | 7 | 0.09% | 0.17% | 0.30% | Q1 2021 | Q3 2022 | 7 |
ENDEAVOUR CAPITAL ADVISORS INC | 7 | 7 | 0.23% | 0.41% | 0.49% | Q2 2013 | Q4 2014 | 7 |
Johanson Financial Advisors, Inc. | 7 | 7 | 0.24% | 0.28% | 0.32% | Q2 2020 | Q4 2021 | 7 |
Ameritas Investment Company, LLC | 6 | 1 | 0.00% | 0.06% | 0.20% | Q4 2018 | Q1 2021 | 7 |
WESPAC Advisors SoCal, LLC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q1 2019 | 7 |
Patriot Financial Group Insurance Agency, LLC | 4 | 3 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q2 2023 | 7 |
Donoghue Forlines LLC | 5 | 2 | 0.16% | 0.27% | 0.37% | Q4 2021 | Q3 2023 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2019 | 7 |
Belpointe Asset Management LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 7 |
CULLINAN ASSOCIATES INC | 7 | 7 | 0.65% | 0.77% | 0.87% | Q1 2021 | Q3 2022 | 7 |
180 WEALTH ADVISORS, LLC | 4 | 3 | 0.07% | 0.15% | 0.31% | Q2 2019 | Q1 2021 | 7 |
Prime Capital Investment Advisors, LLC | 4 | 3 | 0.01% | 0.07% | 0.41% | Q3 2019 | Q3 2023 | 7 |
HHM Wealth Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
VisionPoint Advisory Group, LLC | 4 | 3 | 0.15% | 0.77% | 1.13% | Q1 2020 | Q3 2023 | 7 |
Wambolt & Associates, LLC | 7 | 7 | 0.07% | 0.13% | 0.31% | Q1 2022 | Q3 2023 | 7 |
Robertson Stephens Wealth Management, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Physician Wealth Advisors, Inc. | 7 | 7 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q1 2023 | 7 |
Stonebridge Financial Planning Group, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Retirement Planning Co of New England, Inc. | 6 | 1 | 0.30% | 0.43% | 0.50% | Q4 2021 | Q3 2023 | 7 |
Hexagon Capital Partners LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Jump Financial, LLC | 5 | 1 | 0.01% | 0.09% | 0.20% | Q4 2020 | Q4 2022 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 7 |
DCM Advisors, LLC | 7 | 7 | 0.18% | 0.66% | 1.05% | Q1 2021 | Q3 2022 | 7 |
Bank of New Hampshire | 7 | 7 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Householder Group Estate & Retirement Specialist, LLC | 6 | 1 | 0.09% | 0.23% | 0.60% | Q4 2021 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.09% | 0.12% | 0.13% | Q1 2022 | Q3 2023 | 7 |
CHATHAM CAPITAL GROUP, INC. | 7 | 7 | 0.46% | 0.65% | 0.81% | Q1 2022 | Q3 2023 | 7 |
FIRST NATIONAL BANK OF OMAHA | 7 | 7 | 0.04% | 0.08% | 0.10% | Q2 2013 | Q4 2014 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
CITY HOLDING CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2018 | 7 |
EAGLE ASSET MANAGEMENT INC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
PARK NATIONAL CORP /OH/ | 7 | 7 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2014 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q1 2021 | 7 |
APPLETON PARTNERS INC/MA | 4 | 3 | 0.03% | 0.07% | 0.14% | Q4 2015 | Q2 2018 | 7 |
WESTPORT RESOURCES MANAGEMENT INC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Atlantic Union Bankshares Corp | 7 | 7 | 0.19% | 0.66% | 1.33% | Q3 2015 | Q1 2017 | 7 |
GODSEY & GIBB, INC | 3 | 2 | 0.02% | 0.07% | 0.15% | Q1 2021 | Q3 2023 | 7 |
WEXFORD CAPITAL LP | 4 | 3 | 0.02% | 0.11% | 0.23% | Q4 2021 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2014 | 7 |
StoneX Group Inc. | 4 | 1 | 0.03% | 0.10% | 0.24% | Q2 2017 | Q3 2022 | 7 |
LANDAAS & CO /WI /ADV | 4 | 1 | 0.12% | 0.13% | 0.14% | Q3 2017 | Q1 2022 | 7 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 4 | 1 | 0.03% | 0.14% | 0.29% | Q2 2013 | Q4 2016 | 7 |
GROUP ONE TRADING, L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 7 |
J.W. COLE ADVISORS, INC. | 6 | 1 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q1 2023 | 7 |
FIRST NIAGARA BANK | 6 | 6 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q3 2014 | 6 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q3 2018 | 6 |
Sequoia Financial Advisors, LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.06% | 0.15% | Q4 2019 | Q3 2023 | 6 |
DUNCKER STREETT & CO INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Price Wealth, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2020 | 6 |
Itau Unibanco Holding S.A. | 4 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 6 |
FIRST COMMUNITY TRUST NA | 6 | 6 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q1 2023 | 6 |
First Affirmative Financial Network | 5 | 1 | 0.19% | 0.27% | 0.33% | Q3 2021 | Q4 2023 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q1 2019 | 6 |
Solstein Capital, LLC | 4 | 2 | 0.04% | 0.30% | 0.60% | Q4 2019 | Q1 2022 | 6 |
Partnervest Advisory Services LLC | 5 | 1 | 0.03% | 0.03% | 0.06% | Q2 2013 | Q3 2020 | 6 |
Caption Management, LLC | 3 | 1 | 0.00% | 0.13% | 0.24% | Q4 2018 | Q1 2023 | 6 |
Banco de Sabadell, S.A | 3 | 1 | 0.01% | 0.11% | 0.17% | Q3 2018 | Q2 2021 | 6 |
FRED ALGER MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2022 | 6 |
NewEdge Wealth, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Cambria Investment Management, L.P. | 4 | 2 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q1 2023 | 6 |
SYMPHONY ASSET MANAGEMENT LLC | 4 | 2 | 0.06% | 0.11% | 0.14% | Q2 2013 | Q3 2015 | 6 |
Karp Capital Management Corp | 4 | 1 | 0.00% | 0.04% | 0.15% | Q4 2014 | Q3 2022 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 3 | 1 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q3 2021 | 6 |
Blueshift Asset Management, LLC | 4 | 1 | 0.11% | 0.35% | 0.56% | Q4 2018 | Q2 2022 | 6 |
MUNDER CAPITAL MANAGEMENT | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Squar Milner Financial Services LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q1 2020 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q1 2019 | 6 |
Arbiter Partners Capital Management LLC | 6 | 6 | 0.03% | 0.05% | 0.12% | Q1 2014 | Q2 2015 | 6 |
Capital Bank & Trust Co | 4 | 1 | 0.00% | 0.03% | 0.06% | Q3 2018 | Q1 2021 | 6 |
Gs Investments, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
ALERUS FINANCIAL NA | 5 | 1 | 0.06% | 0.27% | 0.48% | Q4 2020 | Q4 2022 | 6 |
Cincinnati Specialty Underwriters Insurance CO | 6 | 6 | 1.28% | 1.46% | 1.63% | Q1 2018 | Q2 2019 | 6 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.04% | 0.42% | 1.36% | Q2 2020 | Q2 2023 | 6 |
Schubert & Co | 6 | 6 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q1 2023 | 6 |
JUPITER ASSET MANAGEMENT LTD | 5 | 1 | 0.04% | 0.42% | 0.65% | Q2 2021 | Q4 2022 | 6 |
IndexIQ Advisors LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
SEI TRUST CO | 6 | 6 | 0.24% | 0.31% | 0.39% | Q2 2013 | Q3 2014 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2017 | 6 |
BURNEY CO/ | 4 | 2 | 0.01% | 0.08% | 0.18% | Q4 2021 | Q2 2023 | 6 |
NWK Group, Inc. | 6 | 6 | 0.03% | 0.03% | 0.05% | Q4 2019 | Q1 2021 | 6 |
TOEWS CORP /ADV | 2 | 1 | 0.08% | 0.44% | 0.82% | Q2 2016 | Q2 2022 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q1 2019 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.02% | 0.10% | 0.17% | Q2 2022 | Q3 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
XTX Topco Ltd | 2 | 1 | 0.05% | 0.20% | 0.38% | Q2 2021 | Q3 2023 | 6 |
Czech National Bank | 6 | 6 | 0.12% | 0.13% | 0.15% | Q3 2022 | Q4 2023 | 6 |
Lenox Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 6 |
British Airways Pensions Investment Management Ltd | 6 | 6 | 0.63% | 0.88% | 1.32% | Q1 2015 | Q2 2016 | 6 |
OARSMAN CAPITAL, INC. | 6 | 6 | 0.09% | 0.10% | 0.12% | Q2 2021 | Q3 2022 | 6 |
Vanderbilt University | 6 | 6 | 0.23% | 0.24% | 0.30% | Q2 2022 | Q3 2023 | 6 |
Windsor Capital Management, LLC | 3 | 1 | 0.04% | 0.10% | 0.24% | Q2 2013 | Q3 2015 | 6 |
Alpha Cubed Investments, LLC | 6 | 6 | 0.15% | 0.25% | 0.33% | Q4 2013 | Q1 2015 | 6 |
HMS Capital Management, LLC | 3 | 3 | 0.22% | 0.35% | 0.49% | Q1 2019 | Q3 2019 | 6 |
Hutchens & Kramer Investment Management Group, LLC | 6 | 6 | 0.20% | 0.24% | 0.27% | Q4 2021 | Q1 2023 | 6 |
WFA of San Diego, LLC | 2 | 1 | 0.05% | 0.09% | 0.24% | Q2 2020 | Q3 2023 | 6 |
CYPRESS ASSET MANAGEMENT INC/TX | 6 | 6 | 0.46% | 0.54% | 0.61% | Q4 2015 | Q1 2017 | 6 |
Capital International, Inc./CA/ | 3 | 3 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 6 |
Omnia Family Wealth, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2019 | 6 |
DUBUQUE BANK & TRUST CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2019 | 6 |
CHELSEA COUNSEL CO | 4 | 2 | 0.06% | 0.07% | 0.08% | Q4 2013 | Q2 2015 | 6 |
CrestPoint Capital Management, LLC | 6 | 6 | 0.12% | 0.15% | 0.18% | Q3 2015 | Q4 2016 | 6 |
Lee Financial Co | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2022 | 6 |
Brand Asset Management Group, Inc. | 6 | 6 | 0.09% | 0.13% | 0.18% | Q3 2018 | Q4 2019 | 6 |
Graham Capital Management, L.P. | 5 | 1 | 0.02% | 0.09% | 0.30% | Q1 2022 | Q3 2023 | 6 |
Ninety One UK Ltd | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q2 2016 | 6 |
Beacon Pointe Advisors, LLC | 4 | 2 | 0.02% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.16% | 0.21% | 0.27% | Q3 2016 | Q4 2017 | 6 |
Focused Wealth Management, Inc | 2 | 2 | 0.01% | 0.04% | 0.11% | Q2 2016 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
FULTON BANK, N.A. | 6 | 6 | 0.03% | 0.09% | 0.15% | Q2 2017 | Q3 2018 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.12% | 0.13% | 0.14% | Q2 2018 | Q3 2019 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.10% | 0.11% | 0.14% | Q2 2013 | Q3 2014 | 6 |
DUALITY ADVISERS, LP | 2 | 1 | 0.09% | 0.19% | 0.37% | Q2 2019 | Q3 2022 | 6 |
Desjardins Global Asset Management Inc. | 6 | 6 | 0.02% | 0.17% | 0.28% | Q2 2022 | Q3 2023 | 6 |
O'Shares Investment Advisers, LLC | 6 | 6 | 0.95% | 1.14% | 1.26% | Q4 2018 | Q1 2020 | 6 |
Rodgers Brothers Inc. | 6 | 6 | 0.07% | 0.09% | 0.10% | Q4 2017 | Q1 2019 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Wealth Alliance | 6 | 6 | 0.04% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
OPSEU Pension Plan Trust Fund | 5 | 1 | 0.62% | 0.78% | 1.10% | Q1 2020 | Q3 2022 | 6 |
Ipswich Investment Management Co., Inc. | 5 | 1 | 0.02% | 0.09% | 0.12% | Q1 2016 | Q4 2019 | 6 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 1 | 0.08% | 0.26% | 0.49% | Q2 2015 | Q3 2022 | 6 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 6 | 6 | 0.08% | 0.20% | 0.31% | Q3 2020 | Q4 2021 | 6 |
Voya Financial Advisors, Inc. | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2017 | Q3 2018 | 6 |
MEITAV INVESTMENT HOUSE LTD | 6 | 6 | 0.05% | 0.17% | 0.25% | Q2 2019 | Q3 2020 | 6 |
Baltimore-Washington Financial Advisors, Inc. | 5 | 1 | 0.00% | 0.02% | 0.02% | Q3 2014 | Q3 2021 | 6 |
Vestmark Advisory Solutions, Inc. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
ADVOCATE GROUP LLC | 6 | 6 | 0.83% | 1.01% | 1.16% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Avantax Planning Partners, Inc. | 5 | 1 | 0.00% | 0.02% | 0.02% | Q1 2018 | Q2 2022 | 6 |
WOLFF WIESE MAGANA LLC | 3 | 2 | 0.00% | 0.30% | 0.75% | Q2 2022 | Q3 2023 | 5 |
tru Independence LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 5 |
Rise Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Alpine Global Management, LLC | 3 | 1 | 0.02% | 0.44% | 1.87% | Q4 2014 | Q4 2020 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.08% | 0.09% | 0.12% | Q2 2013 | Q2 2014 | 5 |
Pavion Blue Capital, LLC | 5 | 5 | 0.18% | 0.27% | 0.45% | Q3 2022 | Q3 2023 | 5 |
Intrua Financial, LLC | 5 | 5 | 0.11% | 0.21% | 0.32% | Q1 2022 | Q1 2023 | 5 |
Blueprint Investment Partners LLC | 5 | 5 | 0.07% | 0.13% | 0.16% | Q3 2021 | Q3 2022 | 5 |
RMR Wealth Builders | 3 | 2 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q1 2022 | 5 |
Antonetti Capital Management LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q2 2014 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Marshall Wace North America L.P. | 1 | 1 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q4 2020 | 5 |
COMERICA SECURITIES INC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2017 | Q3 2018 | 5 |
BAR HARBOR WEALTH MANAGEMENT | 3 | 2 | 0.03% | 0.04% | 0.06% | Q4 2016 | Q3 2019 | 5 |
Penobscot Investment Management Company, Inc. | 5 | 5 | 0.05% | 0.10% | 0.12% | Q1 2017 | Q1 2018 | 5 |
ALGERT GLOBAL LLC | 5 | 5 | 0.05% | 0.07% | 0.10% | Q1 2022 | Q1 2023 | 5 |
CURIAN CAPITAL LLC | 5 | 5 | 0.15% | 0.18% | 0.20% | Q2 2014 | Q2 2015 | 5 |
Texan Capital Management | 5 | 5 | 0.08% | 0.10% | 0.12% | Q4 2014 | Q4 2015 | 5 |
Perennial Investment Partners LTD | 5 | 5 | 0.28% | 2.00% | 3.06% | Q3 2013 | Q3 2014 | 5 |
Optimal Asset Management, Inc. | 5 | 5 | 0.55% | 0.85% | 1.00% | Q4 2019 | Q4 2020 | 5 |
McAdams Wright Ragen, Inc. | 4 | 1 | 0.07% | 0.08% | 0.09% | Q2 2013 | Q3 2014 | 5 |
MERITAGE PORTFOLIO MANAGEMENT | 5 | 5 | 0.16% | 0.26% | 0.33% | Q4 2018 | Q4 2019 | 5 |
Farmers National Bank | 3 | 2 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q2 2019 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.12% | 0.14% | 0.15% | Q2 2013 | Q2 2014 | 5 |
KINGS POINT CAPITAL MANAGEMENT | 4 | 1 | 0.00% | 0.02% | 0.09% | Q4 2014 | Q1 2022 | 5 |
Summit Trail Advisors, LLC | 3 | 2 | 0.01% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 5 |
M&R CAPITAL MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2017 | 5 |
BRIDGES INVESTMENT MANAGEMENT INC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q1 2019 | 5 |
STRATEGY ASSET MANAGERS LLC | 3 | 2 | 0.14% | 0.40% | 0.62% | Q1 2016 | Q4 2022 | 5 |
Community Bank, N.A. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2022 | 5 |
BOSTON ADVISORS LLC | 5 | 5 | 0.01% | 0.03% | 0.07% | Q3 2015 | Q3 2016 | 5 |
SCOUT INVESTMENTS, INC. | 3 | 2 | 0.24% | 0.81% | 1.38% | Q3 2015 | Q2 2017 | 5 |
TIAA, FSB | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
AlphaCore Capital LLC | 4 | 1 | 0.20% | 0.24% | 0.26% | Q4 2019 | Q1 2022 | 5 |
SRB CORP | 3 | 2 | 0.02% | 0.05% | 0.10% | Q4 2020 | Q2 2023 | 5 |
COMERICA SECURITIES,INC. | 3 | 1 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q2 2023 | 5 |
Csenge Advisory Group | 5 | 5 | 0.10% | 0.11% | 0.14% | Q3 2018 | Q3 2019 | 5 |
Ninepoint Partners LP | 5 | 5 | 0.02% | 0.03% | 0.06% | Q1 2022 | Q1 2023 | 5 |
GW&K Investment Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
SIMMONS FIRST TRUST CO NA | 5 | 5 | 0.09% | 0.12% | 0.21% | Q2 2014 | Q2 2015 | 5 |
Delphi Private Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 5 |
CCM INVESTMENT ADVISERS LLC | 5 | 5 | 0.96% | 1.07% | 1.42% | Q2 2016 | Q2 2017 | 5 |
FormulaFolio Investments, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q4 2016 | Q4 2017 | 5 |
Numeric Investors LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2017 | 5 |
CAPTRUST FINANCIAL ADVISORS | 5 | 5 | 0.16% | 0.18% | 0.21% | Q3 2022 | Q3 2023 | 5 |
Elite Wealth Management, Inc. | 4 | 1 | 0.04% | 0.07% | 0.13% | Q4 2013 | Q3 2016 | 5 |
CHURCHILL MANAGEMENT Corp | 5 | 5 | 0.02% | 0.05% | 0.06% | Q1 2014 | Q1 2015 | 5 |
Neo Ivy Capital Management | 2 | 1 | 0.07% | 0.23% | 0.54% | Q1 2020 | Q2 2023 | 5 |
COZAD ASSET MANAGEMENT INC | 4 | 1 | 0.07% | 0.08% | 0.09% | Q4 2018 | Q2 2023 | 5 |
Kovack Advisors, Inc. | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Palo Capital, Inc. | 4 | 1 | 0.37% | 0.40% | 0.44% | Q2 2016 | Q4 2018 | 5 |
STONERIDGE INVESTMENT PARTNERS LLC | 4 | 1 | 0.09% | 0.47% | 1.31% | Q1 2019 | Q3 2020 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 5 |
CIBC Private Wealth Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 5 |
Weiss Asset Management LP | 4 | 1 | 0.01% | 0.03% | 0.08% | Q1 2019 | Q1 2021 | 5 |
BerganKDV Wealth Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 5 |
Maryland Capital Management | 5 | 5 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2016 | 5 |
QUANTRES ASSET MANAGEMENT Ltd | 2 | 1 | 0.23% | 0.47% | 0.86% | Q4 2014 | Q3 2018 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.11% | 0.15% | 0.17% | Q3 2022 | Q3 2023 | 5 |
American Money Management, LLC | 5 | 5 | 0.06% | 0.07% | 0.09% | Q3 2021 | Q3 2022 | 5 |
Passport Capital, LLC | 5 | 5 | 0.01% | 0.06% | 0.10% | Q2 2015 | Q2 2016 | 5 |
BALDWIN BROTHERS LLC/MA | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2022 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
WealthSpring Partners, LLC | 5 | 5 | 0.25% | 0.28% | 0.32% | Q3 2022 | Q3 2023 | 5 |
Moisand Fitzgerald Tamayo, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Advisors Preferred, LLC | 2 | 1 | 0.18% | 0.34% | 0.43% | Q2 2019 | Q3 2022 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.07% | 0.10% | 0.12% | Q3 2022 | Q3 2023 | 5 |
TLP GROUP LLC | 2 | 1 | 0.14% | 0.22% | 0.26% | Q4 2015 | Q3 2018 | 5 |
Nuveen Fund Advisors, LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q2 2016 | Q2 2017 | 5 |
Foundations Investment Advisors, LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 5 |
W.H. Cornerstone Investments Inc. | 5 | 5 | 0.94% | 1.04% | 1.21% | Q3 2022 | Q3 2023 | 5 |
WealthTrust Fairport, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.06% | 0.07% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Truvestments Capital LLC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 5 |
J. W. Coons Advisors, LLC | 3 | 2 | 0.07% | 0.11% | 0.16% | Q1 2020 | Q2 2022 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.05% | 0.06% | 0.08% | Q3 2019 | Q3 2020 | 5 |
Kavar Capital Partners, LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2015 | 5 |
LGT CAPITAL PARTNERS LTD. | 5 | 5 | 0.59% | 0.69% | 0.81% | Q4 2016 | Q4 2017 | 5 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 4 | 1 | 0.72% | 0.84% | 0.94% | Q2 2018 | Q3 2023 | 5 |
US Asset Management LLC | 2 | 1 | 0.10% | 0.12% | 0.13% | Q3 2021 | Q1 2023 | 5 |
CANTOR FITZGERALD, L. P. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
TECTONIC ADVISORS LLC | 3 | 2 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q2 2022 | 5 |
Capitolis Advisors LLC | 5 | 5 | 0.14% | 0.52% | 0.97% | Q4 2020 | Q4 2021 | 5 |
MCKINLEY CAPITAL MANAGEMENT LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2014 | 5 |
Center For Asset Management LLC | 5 | 5 | 0.21% | 0.27% | 0.32% | Q2 2021 | Q2 2022 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.14% | 0.19% | 0.22% | Q2 2015 | Q2 2016 | 5 |
US FINANCIAL ADVISORS, LLC | 3 | 2 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q1 2016 | 5 |
Lake Point Wealth Management | 4 | 1 | 0.00% | 0.02% | 0.02% | Q4 2018 | Q2 2022 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q4 2018 | 5 |
Exchange Capital Management, Inc. | 3 | 1 | 0.00% | 0.19% | 0.52% | Q4 2014 | Q2 2017 | 5 |
Ascent Wealth Partners, LLC | 5 | 5 | 0.24% | 0.28% | 0.36% | Q2 2022 | Q2 2023 | 5 |
Addison Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Ellsworth Advisors, LLC | 5 | 5 | 0.11% | 0.17% | 0.25% | Q3 2022 | Q3 2023 | 5 |
PEAK FINANCIAL ADVISORS LLC | 5 | 5 | 0.27% | 0.43% | 0.58% | Q4 2020 | Q4 2021 | 5 |
Alkeon Capital Management | 5 | 5 | 0.54% | 0.63% | 0.71% | Q4 2018 | Q4 2019 | 5 |
Realta Investment Advisors | 3 | 1 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q1 2023 | 5 |
Legal Advantage Investments, Inc. | 5 | 5 | 0.29% | 0.37% | 0.54% | Q4 2020 | Q4 2021 | 5 |
Conestoga Capital Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 4 |
Santori & Peters, Inc. | 3 | 1 | 0.14% | 0.19% | 0.28% | Q4 2018 | Q4 2019 | 4 |
Advisors Capital Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2019 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
FORVIS Wealth Advisors, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q4 2020 | 4 |
Gupta Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
Ground Swell Capital, LLC | 2 | 2 | 0.05% | 0.53% | 1.46% | Q2 2014 | Q1 2022 | 4 |
HANSEATIC MANAGEMENT SERVICES INC | 4 | 4 | 0.17% | 0.58% | 1.22% | Q3 2015 | Q2 2016 | 4 |
Nikko Asset Management Americas, Inc. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q4 2016 | 4 |
COOKSON PEIRCE & CO INC | 4 | 4 | 0.34% | 0.44% | 0.49% | Q4 2021 | Q3 2022 | 4 |
NatWest Group plc | 3 | 1 | 0.00% | 0.09% | 0.27% | Q2 2013 | Q3 2014 | 4 |
Northwest Bancshares, Inc. | 4 | 4 | 0.64% | 0.83% | 0.91% | Q4 2022 | Q3 2023 | 4 |
Boston Trust Walden Corp | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q2 2021 | 4 |
CNB Bank | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q1 2023 | 4 |
RENAISSANCE GROUP LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2023 | 4 |
Connectus Wealth, LLC | 3 | 1 | 0.04% | 0.06% | 0.10% | Q1 2022 | Q3 2023 | 4 |
Holloway Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2021 | 4 |
Arabesque Asset Management Ltd | 4 | 4 | 0.71% | 0.79% | 0.90% | Q4 2021 | Q3 2022 | 4 |
Etesian Wealth Advisors, Inc. | 4 | 4 | 0.18% | 0.19% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Freedom Day Solutions, LLC | 4 | 4 | 0.26% | 0.31% | 0.40% | Q2 2019 | Q1 2020 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Stonebridge Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 4 |
Concorde Asset Management, LLC | 4 | 4 | 0.43% | 0.71% | 0.91% | Q4 2016 | Q3 2017 | 4 |
Werba Rubin Papier Wealth Management | 4 | 4 | 0.21% | 0.24% | 0.26% | Q4 2022 | Q3 2023 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 0.21% | 0.25% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Personal Wealth Partners | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2021 | 4 |
ICON ADVISERS INC/CO | 4 | 4 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q4 2014 | 4 |
Gladstone Institutional Advisory LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
CIC Wealth, LLC | 4 | 4 | 0.32% | 0.33% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q2 2021 | 4 |
CARLSON CAPITAL L P | 4 | 4 | 0.14% | 0.20% | 0.25% | Q1 2017 | Q4 2017 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Bayesian Capital Management, LP | 3 | 1 | 0.06% | 0.15% | 0.22% | Q1 2022 | Q3 2023 | 4 |
OSTERWEIS CAPITAL MANAGEMENT INC | 4 | 4 | 1.18% | 1.82% | 2.31% | Q3 2016 | Q2 2017 | 4 |
WS MANAGEMENT LLLP | 2 | 1 | 0.68% | 2.35% | 4.94% | Q2 2019 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.20% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.18% | 0.24% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.01% | 0.05% | Q1 2020 | Q3 2023 | 4 |
Sharper & Granite LLC | 4 | 4 | 0.17% | 0.20% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Roof Eidam Maycock Peralta, LLC | 3 | 1 | 0.32% | 0.54% | 0.79% | Q4 2015 | Q3 2023 | 4 |
Investment Management Corp of Ontario | 4 | 4 | 0.14% | 0.15% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Maven Securities LTD | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2022 | 4 |
ALBERT D MASON INC | 4 | 4 | 0.18% | 0.21% | 0.22% | Q1 2023 | Q4 2023 | 4 |
Kathmere Capital Management, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q2 2023 | 4 |
Legacy Bridge, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
BB&T INVESTMENT SERVICES, INC. | 4 | 4 | 0.01% | 0.05% | 0.09% | Q1 2017 | Q4 2017 | 4 |
Baader Bank Aktiengesellschaft | 4 | 4 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2022 | 4 |
Arlington Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
Pegasus Partners Ltd. | 2 | 1 | 0.04% | 0.11% | 0.16% | Q2 2015 | Q4 2017 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.05% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Biltmore Wealth Management, LLC | 4 | 4 | 0.21% | 0.23% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Cercano Management LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
KLK CAPITAL MANAGEMENT LLC | 4 | 4 | 0.91% | 0.98% | 1.06% | Q4 2022 | Q3 2023 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.05% | 0.11% | 0.15% | Q2 2013 | Q1 2014 | 4 |
Cox Capital Mgt LLC | 4 | 4 | 1.39% | 1.48% | 1.57% | Q2 2020 | Q1 2021 | 4 |
Jaffetilchin Investment Partners, LLC | 4 | 4 | 0.06% | 0.08% | 0.12% | Q3 2015 | Q2 2016 | 4 |
DAVIS R M INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 4 |
Cyrus J. Lawrence, LLC | 4 | 4 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q4 2022 | 4 |
Elliott Investment Management L.P. | 4 | 4 | 1.06% | 1.23% | 1.33% | Q4 2020 | Q3 2021 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
GRS Advisors, LLC | 2 | 2 | 0.37% | 1.07% | 2.99% | Q1 2022 | Q3 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Curated Wealth Partners LLC | 4 | 4 | 0.10% | 0.12% | 0.14% | Q2 2021 | Q1 2022 | 4 |
LGT Fund Management Co Ltd. | 4 | 4 | 0.14% | 0.15% | 0.16% | Q3 2022 | Q2 2023 | 4 |
Settian Capital LP | 4 | 4 | 2.80% | 3.01% | 3.53% | Q3 2022 | Q2 2023 | 4 |
HARBOR CAPITAL ADVISORS, INC. | 4 | 4 | 0.16% | 0.19% | 0.25% | Q1 2023 | Q4 2023 | 4 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 2 | 2 | 0.21% | 0.23% | 0.24% | Q4 2021 | Q2 2023 | 4 |
Rathbones Group PLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
F&C Asset Management plc | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2014 | 4 |
IRON Financial LLC | 4 | 4 | 0.33% | 0.38% | 0.42% | Q1 2022 | Q4 2022 | 4 |
Perigon Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2020 | 4 |
Wedmont Private Capital | 3 | 1 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q2 2023 | 4 |
Waterfront Capital Partners, LLC | 2 | 1 | 0.37% | 1.56% | 3.10% | Q1 2019 | Q3 2023 | 4 |
SII INVESTMENTS INC/WI | 4 | 4 | 0.16% | 0.19% | 0.20% | Q1 2014 | Q4 2014 | 4 |
Ameritas Advisory Services, LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
ATTICUS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
U S GLOBAL INVESTORS INC | 2 | 1 | 0.00% | 0.12% | 0.24% | Q3 2015 | Q3 2017 | 4 |
Petix & Botte Co | 2 | 1 | 0.06% | 0.08% | 0.09% | Q3 2021 | Q3 2023 | 4 |
Melvin Capital Management LP | 1 | 1 | 0.30% | 0.60% | 1.14% | Q4 2017 | Q1 2020 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 4 |
American Assets Capital Advisers, LLC | 3 | 1 | 0.27% | 0.60% | 0.73% | Q4 2014 | Q3 2023 | 4 |
SVB WEALTH LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 4 |
Verdence Capital Advisors LLC | 4 | 4 | 0.18% | 0.23% | 0.27% | Q4 2017 | Q3 2018 | 4 |
WRIGHT INVESTORS SERVICE INC | 4 | 4 | 0.13% | 0.28% | 0.48% | Q3 2019 | Q2 2020 | 4 |
ZACKS INVESTMENT MANAGEMENT | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2015 | Q3 2016 | 4 |
PERRITT CAPITAL MANAGEMENT INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Wealthspire Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SECOR Capital Advisors, LP | 1 | 1 | 0.02% | 0.05% | 0.09% | Q2 2016 | Q1 2017 | 4 |
LRT Capital Management, LLC | 4 | 4 | 1.72% | 2.61% | 3.10% | Q1 2022 | Q4 2022 | 4 |
Eventide Asset Management | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q1 2019 | 4 |
Hartford Funds Management Co LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2019 | 4 |
MAPLELANE CAPITAL, LLC | 2 | 2 | 0.28% | 1.11% | 3.25% | Q2 2017 | Q3 2018 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
NWAM LLC | 3 | 1 | 0.02% | 0.12% | 0.15% | Q2 2012 | Q1 2022 | 4 |
QUALCOMM INC/DE | 4 | 4 | 0.41% | 0.45% | 0.49% | Q2 2013 | Q1 2014 | 4 |
Aptus Capital Advisors, LLC | 4 | 4 | 0.11% | 0.13% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Pearl River Capital, LLC | 2 | 1 | 0.10% | 0.44% | 0.72% | Q1 2019 | Q2 2020 | 4 |
PETERSON WEALTH MANAGEMENT | 2 | 1 | 0.16% | 0.26% | 0.44% | Q1 2022 | Q3 2023 | 4 |
Private Wealth Partners, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q3 2017 | Q2 2018 | 4 |
Epstein & White Financial LLC | 4 | 4 | 0.14% | 0.20% | 0.26% | Q4 2017 | Q3 2018 | 4 |
Delos Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.02% | 0.08% | 0.17% | Q3 2015 | Q1 2018 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Heartland Bank & Trust Co | 4 | 4 | 0.33% | 0.35% | 0.39% | Q4 2022 | Q3 2023 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
GlobalBridge, Inc. | 4 | 4 | 0.13% | 0.14% | 0.14% | Q2 2013 | Q1 2014 | 4 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 4 | 4 | 0.17% | 0.18% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Jump Trading, LLC | 2 | 1 | 0.02% | 0.05% | 0.13% | Q4 2017 | Q1 2019 | 4 |
Townsend & Associates, Inc | 4 | 4 | 0.54% | 1.10% | 1.58% | Q3 2022 | Q2 2023 | 4 |
BBVA USA Bancshares, Inc. | 4 | 4 | 0.04% | 0.10% | 0.13% | Q2 2020 | Q1 2021 | 4 |
Darwin Wealth Management, LLC | 3 | 1 | 0.02% | 0.16% | 0.23% | Q1 2020 | Q3 2022 | 4 |
Stux Capital Management, LLC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q2 2013 | Q1 2014 | 4 |
WHITE PINE CAPITAL LLC | 4 | 4 | 0.12% | 0.14% | 0.17% | Q4 2022 | Q3 2023 | 4 |
MainStreet Investment Advisors LLC | 3 | 1 | 0.03% | 0.30% | 0.48% | Q1 2020 | Q3 2023 | 4 |
Stanford Investment Group, Inc. | 4 | 4 | 0.03% | 0.04% | 0.05% | Q1 2016 | Q4 2016 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.15% | 0.27% | 0.46% | Q4 2022 | Q3 2023 | 4 |
Clarus Wealth Advisors | 3 | 1 | 0.03% | 0.07% | 0.13% | Q2 2018 | Q1 2022 | 4 |
Westover Capital Advisors, LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q1 2019 | Q4 2019 | 4 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.02% | 0.06% | 0.12% | Q4 2015 | Q3 2018 | 4 |
MARSHALL & SULLIVAN INC /WA/ | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2022 | 4 |
Curbstone Financial Management Corp | 3 | 1 | 0.12% | 0.14% | 0.18% | Q3 2016 | Q3 2017 | 4 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q4 2017 | 4 |
Barings Real Estate Advisers LLC | 3 | 1 | 3.16% | 5.24% | 7.20% | Q3 2013 | Q2 2016 | 4 |
Patriot Wealth Management, Inc. | 4 | 4 | 1.29% | 1.41% | 1.53% | Q3 2016 | Q2 2017 | 4 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q4 2019 | 4 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 4 | 4 | 0.17% | 0.21% | 0.23% | Q2 2013 | Q1 2014 | 4 |
FCF Advisors LLC | 4 | 4 | 0.95% | 1.00% | 1.03% | Q4 2018 | Q3 2019 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Johnson Financial Group, LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q1 2021 | Q4 2021 | 4 |
BECK MACK & OLIVER LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
AMI INVESTMENT MANAGEMENT INC | 4 | 4 | 0.11% | 0.12% | 0.13% | Q1 2022 | Q4 2022 | 4 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 2 | 1 | 0.05% | 0.10% | 0.17% | Q3 2016 | Q4 2019 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q1 2017 | 3 |
Sante Capital Fund, LP | 3 | 3 | 1.13% | 2.03% | 2.50% | Q1 2022 | Q3 2022 | 3 |
JT Stratford LLC | 3 | 3 | 0.13% | 0.13% | 0.14% | Q1 2019 | Q3 2019 | 3 |
Guidant Wealth Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 3 |
Centiva Capital, LP | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 3 |
CENTRAL BANK & TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
Brookfield Public Securities Group LLC | 3 | 3 | 1.85% | 2.40% | 3.44% | Q3 2019 | Q1 2020 | 3 |
FIRST NATIONAL TRUST CO | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2016 | Q2 2017 | 3 |
Patten Group, Inc. | 2 | 1 | 0.03% | 0.11% | 0.15% | Q1 2018 | Q4 2018 | 3 |
Holocene Advisors, LP | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2023 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.03% | 0.04% | Q4 2017 | Q1 2019 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.07% | 0.12% | 0.16% | Q4 2017 | Q3 2018 | 3 |
MD Financial Management Inc. | 3 | 3 | 0.07% | 0.07% | 0.08% | Q2 2021 | Q4 2021 | 3 |
FinTrust Capital Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 3 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q1 2023 | 3 |
HENNESSY ADVISORS INC | 2 | 1 | 0.03% | 0.05% | 0.07% | Q1 2015 | Q3 2016 | 3 |
Pine River Capital Management L.P. | 1 | 1 | 0.00% | 0.10% | 0.29% | Q2 2013 | Q1 2015 | 3 |
Ford Financial Group, LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q4 2021 | 3 |
Stanley-Laman Group, Ltd. | 2 | 1 | 0.04% | 0.05% | 0.07% | Q4 2019 | Q2 2022 | 3 |
NICOLA WEALTH MANAGEMENT LTD. | 3 | 3 | 0.25% | 0.27% | 0.30% | Q2 2022 | Q4 2022 | 3 |
Castleview Partners, LLC | 3 | 3 | 0.00% | 0.09% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Farmers & Merchants Trust Co of Long Beach | 3 | 3 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q2 2022 | 3 |
Hamilton Point Investment Advisors, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q2 2022 | 3 |
HWG Holdings LP | 3 | 3 | 0.00% | 0.21% | 0.39% | Q2 2019 | Q4 2019 | 3 |
First National Bank of South Miami | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Torch Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2014 | 3 |
BALASA DINVERNO & FOLTZ LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Oak Thistle LLC | 3 | 3 | 0.34% | 0.78% | 1.08% | Q1 2022 | Q3 2022 | 3 |
GeoWealth Management, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2022 | 3 |
Kore Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Legg Mason Asset Management (Japan) Co., Ltd. | 3 | 3 | 0.63% | 0.71% | 0.81% | Q4 2019 | Q2 2020 | 3 |
Empowered Funds, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Fairhaven Wealth Management, LLC | 2 | 1 | 0.78% | 0.81% | 0.84% | Q4 2022 | Q3 2023 | 3 |
Interval Partners, LP | 2 | 1 | 0.38% | 0.63% | 0.97% | Q1 2019 | Q4 2020 | 3 |
AGF MANAGEMENT LTD | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Fort Point Capital Partners LLC | 2 | 1 | 0.09% | 0.11% | 0.13% | Q4 2015 | Q4 2021 | 3 |
MIROVA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.17% | 0.19% | 0.21% | Q1 2023 | Q3 2023 | 3 |
BOK Financial Private Wealth, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
FARMERS TRUST CO | 3 | 3 | 0.82% | 0.92% | 0.99% | Q3 2019 | Q1 2020 | 3 |
Stone Ridge Asset Management LLC | 3 | 3 | 0.22% | 0.36% | 0.62% | Q3 2018 | Q1 2019 | 3 |
Blackhawk Capital Partners LLC. | 3 | 3 | 0.05% | 0.06% | 0.07% | Q4 2017 | Q2 2018 | 3 |
Cinctive Capital Management LP | 3 | 3 | 0.16% | 0.43% | 0.68% | Q2 2022 | Q4 2022 | 3 |
Avion Wealth | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Winfield Associates, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2017 | 3 |
Polar Asset Management Partners Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 3 |
BERRY GROUP, LLC | 2 | 1 | 0.09% | 0.12% | 0.16% | Q4 2019 | Q4 2020 | 3 |
FSA Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Lourd Capital, LLC | 2 | 1 | 0.03% | 0.05% | 0.08% | Q4 2017 | Q4 2018 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
FINANCIAL COUNSELORS INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q2 2015 | 3 |
Standard Family Office LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Oxbow Advisors, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
THREADGILL FINANCIAL, LLC | 3 | 3 | 4.37% | 6.30% | 7.67% | Q1 2023 | Q3 2023 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 3 |
INCEPTIONR LLC | 2 | 1 | 0.18% | 0.24% | 0.38% | Q4 2022 | Q3 2023 | 3 |
State of Wyoming | 2 | 1 | 0.02% | 0.04% | 0.07% | Q1 2022 | Q4 2022 | 3 |
RMB Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q4 2017 | 3 |
Capula Management Ltd | 2 | 2 | 0.00% | 0.09% | 0.13% | Q4 2022 | Q1 2023 | 3 |
K.J. Harrison & Partners Inc | 3 | 3 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q1 2022 | 3 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.18% | 0.54% | Q4 2020 | Q1 2023 | 3 |
Litman Gregory Wealth Management LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q4 2022 | 3 |
VICUS CAPITAL | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 3 |
True Link Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Annex Advisory Services, LLC | 3 | 3 | 0.15% | 0.19% | 0.25% | Q1 2023 | Q3 2023 | 3 |
Curi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.03% | 0.06% | Q1 2022 | Q2 2023 | 3 |
FOUNDERS FINANCIAL SECURITIES LLC | 2 | 1 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 3 |
Capital Group Private Client Services, Inc. | 3 | 3 | 0.03% | 0.10% | 0.14% | Q1 2023 | Q3 2023 | 3 |
AEGON ASSET MANAGEMENT UK PLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q1 2017 | 3 |
Standard Investments LLC | 2 | 1 | 0.06% | 0.46% | 0.80% | Q2 2014 | Q4 2015 | 3 |
ARGENT TRUST Co | 3 | 3 | 0.08% | 0.09% | 0.11% | Q3 2017 | Q1 2018 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
Herold Advisors, Inc. | 1 | 1 | 0.06% | 0.07% | 0.07% | Q3 2021 | Q3 2023 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Cassady Schiller Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
DT Investment Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
INVESTMENT CENTERS OF AMERICA INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q1 2017 | 3 |
Quent Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Crestline Management, LP | 3 | 3 | 0.22% | 0.38% | 0.54% | Q2 2018 | Q4 2018 | 3 |
FinDec Wealth Services, Inc. | 3 | 3 | 0.15% | 0.16% | 0.17% | Q4 2022 | Q2 2023 | 3 |
Atria Investments, Inc | 2 | 1 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 3 |
J. Goldman & Co LP | 3 | 3 | 0.24% | 0.26% | 0.29% | Q4 2017 | Q2 2018 | 3 |
EHP Funds Inc. | 3 | 3 | 0.54% | 0.64% | 0.74% | Q1 2022 | Q3 2022 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q4 2022 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
FourThought Financial Partners, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.11% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
CapWealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
FDO Partners, LLC | 2 | 1 | 0.35% | 0.61% | 0.89% | Q4 2015 | Q3 2016 | 3 |
ENDEX CAPITAL MANAGEMENT LLC | 3 | 3 | 0.20% | 0.22% | 0.23% | Q2 2013 | Q4 2013 | 3 |
MAKENA CAPITAL MANAGEMENT LLC | 3 | 3 | 1.41% | 1.50% | 1.57% | Q2 2020 | Q4 2020 | 3 |
WINTRUST INVESTMENTS LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 3 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 1 | 1 | 0.10% | 0.11% | 0.12% | Q3 2016 | Q3 2017 | 3 |
JENNISON ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2022 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2021 | 3 |
LMR Master Fund Ltd | 3 | 3 | 0.07% | 0.21% | 0.30% | Q2 2013 | Q4 2013 | 3 |
BHF Kleinwort Benson Group S.A. | 3 | 3 | 0.07% | 0.10% | 0.11% | Q3 2015 | Q1 2016 | 3 |
SENTINEL ASSET MANAGEMENT, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 3 |
BSW Wealth Partners | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q3 2022 | 3 |
Kepos Capital LP | 1 | 1 | 0.10% | 0.29% | 0.45% | Q4 2017 | Q3 2019 | 3 |
Power Corp of Canada | 3 | 3 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q1 2023 | 3 |
Employers Holdings, Inc. | 3 | 3 | 0.11% | 0.11% | 0.12% | Q2 2019 | Q4 2019 | 3 |
WHITENER CAPITAL MANAGEMENT, INC. | 2 | 1 | 0.00% | 0.06% | 0.09% | Q4 2017 | Q3 2023 | 3 |
Dorsey & Whitney Trust CO LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 3 |
Capital International Sarl | 3 | 3 | 0.14% | 0.16% | 0.18% | Q2 2020 | Q4 2020 | 3 |
CORNERCAP INVESTMENT COUNSEL INC | 2 | 1 | 0.10% | 0.13% | 0.20% | Q3 2017 | Q3 2021 | 3 |
WESTERN FINANCIAL Corp | 3 | 3 | 0.34% | 0.37% | 0.42% | Q1 2022 | Q3 2022 | 3 |
INVERNESS COUNSEL LLC /NY/ | 3 | 3 | 0.19% | 0.20% | 0.20% | Q1 2022 | Q3 2022 | 3 |
NAVELLIER & ASSOCIATES INC | 3 | 3 | 1.33% | 2.04% | 2.41% | Q1 2016 | Q3 2016 | 3 |
FIDUCIARY TRUST INTERNATIONAL LLC | 2 | 1 | 0.00% | 0.06% | 0.10% | Q1 2015 | Q4 2018 | 3 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
GRIES FINANCIAL LLC | 3 | 3 | 0.47% | 0.54% | 0.60% | Q1 2023 | Q3 2023 | 3 |
GLG INC. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q4 2013 | 3 |
Dynamic Capital Management Ltd | 1 | 1 | 0.37% | 0.61% | 1.06% | Q4 2013 | Q4 2014 | 3 |
SAC Capital Advisors LP | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 3 |
B & T Capital Management DBA Alpha Capital Management | 3 | 3 | 0.87% | 0.90% | 0.91% | Q2 2017 | Q4 2017 | 3 |
American Beacon Advisors, Inc. | 3 | 3 | 0.70% | 0.75% | 0.79% | Q1 2017 | Q3 2017 | 3 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 3 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 1 | 1 | 0.44% | 0.85% | 1.17% | Q3 2016 | Q1 2022 | 3 |
Invictus RG | 2 | 1 | 0.20% | 0.29% | 0.35% | Q4 2015 | Q3 2016 | 3 |
KOCH INDUSTRIES INC | 3 | 3 | 0.06% | 0.13% | 0.20% | Q1 2017 | Q3 2017 | 3 |
V Wealth Advisors LLC | 3 | 3 | 0.06% | 0.10% | 0.17% | Q2 2020 | Q4 2020 | 3 |
Manitou Investment Management Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Ilmarinen Mutual Pension Insurance Co | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Klingman & Associates, LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q3 2019 | Q3 2020 | 3 |
VALLEY WEALTH MANAGERS, INC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2016 | 3 |
Cavalier Investments, LLC | 3 | 3 | 0.67% | 0.99% | 1.19% | Q1 2016 | Q3 2016 | 3 |
Capital Asset Advisory Services LLC | 2 | 1 | 0.01% | 0.05% | 0.08% | Q4 2020 | Q4 2021 | 3 |
WATERS PARKERSON & CO., LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q4 2013 | 3 |
Cribstone Capital Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2017 | 3 |
Nair Vinay | 2 | 2 | 0.27% | 0.73% | 1.18% | Q4 2014 | Q1 2015 | 2 |
ADVISORY RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2016 | 2 |
HBK INVESTMENTS L P | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2016 | 2 |
Kemnay Advisory Services Inc. | 2 | 2 | 1.32% | 1.45% | 1.57% | Q1 2023 | Q2 2023 | 2 |
Equitable Holdings, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 2 |
Harbor Group, Inc. | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2021 | Q1 2022 | 2 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 2 | 2 | 0.05% | 0.06% | 0.08% | Q2 2023 | Q3 2023 | 2 |
PIERSHALE FINANCIAL GROUP, INC. | 2 | 2 | 1.49% | 1.51% | 1.53% | Q3 2014 | Q4 2014 | 2 |
True North Advisors, LLC | 2 | 2 | 0.07% | 0.08% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Sterling Manor Financial, LLC | 2 | 2 | 0.36% | 0.39% | 0.42% | Q4 2021 | Q1 2022 | 2 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2017 | 2 |
TKG Advisors, LLC | 1 | 1 | 0.35% | 0.75% | 1.16% | Q3 2022 | Q3 2023 | 2 |
Parkside Advisors LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
J2 Capital Management Inc | 2 | 2 | 0.28% | 0.31% | 0.34% | Q4 2021 | Q1 2022 | 2 |
GREAT VALLEY ADVISOR GROUP, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.02% | 0.05% | 0.08% | Q3 2021 | Q4 2022 | 2 |
Precision Wealth Strategies, LLC | 2 | 2 | 0.18% | 0.20% | 0.21% | Q1 2022 | Q2 2022 | 2 |
IRONBRIDGE CAPITAL MANAGEMENT LP | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q1 2017 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2021 | 2 |
GYL FINANCIAL SYNERGIES, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Jackson, Grant Investment Advisers, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Semmax Financial Advisors Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Continuum Advisory, LLC | 2 | 2 | 0.23% | 0.24% | 0.26% | Q2 2023 | Q3 2023 | 2 |
Aviance Capital Partners, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
683 Capital Management, LLC | 2 | 2 | 0.52% | 0.54% | 0.56% | Q1 2023 | Q2 2023 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2020 | Q1 2021 | 2 |
VSR Financial Services, Inc. | 2 | 2 | 0.03% | 0.04% | 0.05% | Q1 2016 | Q2 2016 | 2 |
Marquette Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Hilton Capital Management, LLC | 2 | 2 | 2.18% | 2.42% | 2.65% | Q3 2021 | Q4 2021 | 2 |
QUANTITATIVE VALUE TECHNOLOGIES, LLC | 2 | 2 | 0.67% | 0.74% | 0.82% | Q1 2021 | Q2 2021 | 2 |
Barnett & Company, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Y.D. More Investments Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 2 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.19% | 0.44% | 0.70% | Q4 2016 | Q2 2018 | 2 |
Empire Life Investments Inc. | 2 | 2 | 0.33% | 0.33% | 0.33% | Q4 2016 | Q1 2017 | 2 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
VISTA FINANCE, LLC | 2 | 2 | 0.55% | 0.69% | 0.83% | Q4 2021 | Q1 2022 | 2 |
TOWNSQUARE CAPITAL LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Washington Trust Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Wilmington Trust, National Association | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q1 2019 | 2 |
MQS Management LLC | 1 | 1 | 0.32% | 0.61% | 0.90% | Q2 2022 | Q4 2022 | 2 |
JOURNEY STRATEGIC WEALTH LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
CARL STUART INVESTMENT ADVISOR, INC | 2 | 2 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q1 2022 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 2 |
Capital Innovations LLC | 1 | 1 | 0.22% | 0.33% | 0.44% | Q1 2015 | Q3 2015 | 2 |
Crabel Capital Management, LLC | 2 | 2 | 0.20% | 0.22% | 0.25% | Q1 2019 | Q2 2019 | 2 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2017 | 2 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.00% | 0.04% | 0.08% | Q1 2016 | Q4 2018 | 2 |
Ranger Global Real Estate Advisors, LLC | 2 | 2 | 1.93% | 3.45% | 4.97% | Q2 2023 | Q3 2023 | 2 |
PALLADIUM PARTNERS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
AlphaCentric Advisors LLC | 1 | 1 | 0.05% | 0.15% | 0.25% | Q4 2021 | Q3 2022 | 2 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.11% | 0.14% | 0.16% | Q1 2014 | Q4 2015 | 2 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Verity Asset Management, Inc. | 2 | 2 | 0.20% | 0.21% | 0.22% | Q1 2018 | Q2 2018 | 2 |
MUFG Securities EMEA plc | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Edgemoor Investment Advisors, Inc. | 2 | 2 | 0.17% | 0.30% | 0.43% | Q2 2023 | Q3 2023 | 2 |
Tevis Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 2 |
Azimuth Capital Investment Management LLC | 2 | 2 | 0.11% | 0.14% | 0.18% | Q2 2023 | Q3 2023 | 2 |
V-Square Quantitative Management LLC | 2 | 2 | 0.09% | 0.11% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Swaine & Leidel Wealth Services, LLC | 1 | 1 | 2.40% | 2.48% | 2.57% | Q4 2018 | Q4 2019 | 2 |
Colonial Trust Co / SC | 2 | 2 | 0.30% | 0.30% | 0.30% | Q2 2023 | Q3 2023 | 2 |
Western Financial Corp/CA | 2 | 2 | 0.38% | 0.42% | 0.47% | Q4 2022 | Q1 2023 | 2 |
DigitalBridge Group, Inc. | 2 | 2 | 0.14% | 0.15% | 0.15% | Q3 2022 | Q4 2022 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q2 2023 | Q3 2023 | 2 |
DoubleLine ETF Adviser LP | 2 | 2 | 1.01% | 1.01% | 1.02% | Q4 2022 | Q1 2023 | 2 |
Atom Investors LP | 1 | 1 | 0.04% | 0.08% | 0.13% | Q1 2019 | Q3 2021 | 2 |
New Hampshire Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Register Financial Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Forza Wealth Management, LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q1 2023 | Q2 2023 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.18% | 0.18% | 0.19% | Q2 2016 | Q3 2016 | 2 |
PETREDIS INVESTMENT ADVISORS LLC | 2 | 2 | 0.29% | 0.30% | 0.31% | Q2 2023 | Q3 2023 | 2 |
STAR Financial Bank | 2 | 2 | 0.34% | 0.43% | 0.51% | Q2 2023 | Q3 2023 | 2 |
Beverly Hills Private Wealth, LLC | 2 | 2 | 0.03% | 0.05% | 0.07% | Q1 2023 | Q2 2023 | 2 |
West Tower Group, LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Signature Wealth Management Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.11% | 0.15% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.02% | 0.06% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Slagle Financial, LLC | 2 | 2 | 0.68% | 0.69% | 0.69% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q3 2023 | 2 |
BBR PARTNERS, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2021 | 2 |
RBF Capital, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 2 |
Parametrica Management Ltd | 1 | 1 | 0.09% | 0.17% | 0.25% | Q3 2017 | Q4 2018 | 2 |
MKP Capital Management, L.L.C. | 2 | 2 | 0.16% | 0.66% | 1.17% | Q3 2020 | Q4 2020 | 2 |
Harrison Street Securities, LLC | 2 | 2 | 5.85% | 5.96% | 6.06% | Q3 2013 | Q4 2013 | 2 |
NORTHPOINTE CAPITAL LLC | 2 | 2 | 0.26% | 0.27% | 0.28% | Q3 2016 | Q4 2016 | 2 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2018 | 2 |
G&S Capital LLC | 1 | 1 | 0.27% | 0.75% | 1.23% | Q3 2022 | Q3 2023 | 2 |
BRADLEY FOSTER & SARGENT INC/CT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Bank Pictet & Cie (Europe) AG | 2 | 2 | 0.21% | 0.22% | 0.23% | Q2 2023 | Q3 2023 | 2 |
BARING ASSET MANAGEMENT Ltd | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q4 2015 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
55I, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2022 | 2 |
MERIDIAN INVESTMENT COUNSEL INC. | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Steinberg Global Asset Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q3 2016 | 2 |
EVERGREEN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
FORT PITT CAPITAL GROUP, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q2 2017 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Roble, Belko & Company, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
REYNOLDS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.26% | 0.32% | 0.38% | Q3 2015 | Q1 2016 | 2 |
Morningstar Investment Management LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
THIRD AVENUE MANAGEMENT LLC | 2 | 2 | 1.03% | 2.01% | 2.98% | Q1 2020 | Q2 2020 | 2 |
Muzinich & Co., Inc. | 2 | 2 | 0.09% | 0.20% | 0.31% | Q1 2016 | Q2 2016 | 2 |
Renasant Bank | 1 | 1 | 0.14% | 0.16% | 0.18% | Q1 2022 | Q3 2023 | 2 |
Armbruster Capital Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2017 | 2 |
Main Street Research LLC | 2 | 2 | 1.88% | 2.13% | 2.39% | Q2 2016 | Q3 2016 | 2 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 2 |
CIM, LLC | 2 | 2 | 0.44% | 0.46% | 0.48% | Q1 2022 | Q2 2022 | 2 |
Laird Norton Wetherby Trust Company, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
NBW CAPITAL LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
LORD, ABBETT & CO. LLC | 2 | 2 | 0.02% | 0.05% | 0.08% | Q4 2015 | Q1 2016 | 2 |
Bridgefront Capital, LLC | 1 | 1 | 0.24% | 0.40% | 0.56% | Q4 2020 | Q4 2021 | 2 |
Lloyds Banking Group plc | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2014 | Q3 2014 | 2 |
MENTA CAPITAL LLC | 1 | 1 | 0.18% | 0.19% | 0.20% | Q4 2013 | Q3 2015 | 2 |
Legacy Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 2 |
Ballentine Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Spearhead Capital Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q3 2019 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
SIGMA INVESTMENT COUNSELORS INC | 2 | 2 | 0.18% | 0.18% | 0.19% | Q2 2023 | Q3 2023 | 2 |
EVEREST CAPITAL LLC | 2 | 2 | 15.01% | 19.94% | 24.86% | Q2 2016 | Q3 2016 | 2 |
Dorsey Wright & Associates | 2 | 2 | 0.40% | 0.41% | 0.41% | Q1 2022 | Q2 2022 | 2 |
North Fourth Asset Management, LP | 1 | 1 | 0.07% | 0.19% | 0.31% | Q1 2019 | Q4 2020 | 2 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q2 2022 | 2 |
MCIA Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Sage Capital Advisors,llc | 2 | 2 | 0.79% | 0.79% | 0.80% | Q2 2017 | Q3 2017 | 2 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
Anson Funds Management LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Industrial Alliance Investment Management Inc. | 2 | 2 | 0.11% | 0.16% | 0.21% | Q4 2022 | Q1 2023 | 2 |
REINHART PARTNERS, LLC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2015 | 2 |
WMS Partners, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q3 2021 | 2 |
SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 1 | 1 | 0.27% | 0.28% | 0.29% | Q3 2015 | Q4 2017 | 2 |
Aston Asset Management, LLC | 2 | 2 | 0.18% | 0.20% | 0.21% | Q3 2013 | Q4 2013 | 2 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2015 | 2 |
Starwood Real Estate Securities, LLC | 1 | 1 | 2.67% | 3.17% | 3.68% | Q2 2013 | Q3 2015 | 2 |
BBVA USA | 2 | 2 | 0.23% | 0.24% | 0.24% | Q2 2021 | Q3 2021 | 2 |
ROCKLAND TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q3 2013 | 2 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 2 |
LEVEL FOUR FINANCIAL, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2021 | Q3 2021 | 2 |
COURIER CAPITAL LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Granite Investment Advisors, LLC | 2 | 2 | 0.40% | 0.51% | 0.62% | Q2 2021 | Q3 2021 | 2 |
Synergy Asset Management, LLC | 2 | 2 | 0.19% | 0.24% | 0.29% | Q1 2023 | Q2 2023 | 2 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 2 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Trinity Legacy Partners, LLC | 2 | 2 | 0.51% | 0.98% | 1.45% | Q4 2019 | Q1 2020 | 2 |
CAXTON ASSOCIATES LP | 2 | 2 | 0.07% | 0.12% | 0.18% | Q4 2021 | Q1 2022 | 2 |
WESBANCO BANK INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Bison Wealth, LLC | 1 | 1 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q2 2023 | 2 |
Kingstown Capital | 2 | 2 | 2.54% | 3.15% | 3.76% | Q4 2020 | Q1 2021 | 2 |
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ | 2 | 2 | 1.71% | 1.79% | 1.88% | Q2 2017 | Q3 2017 | 2 |
Brown Advisory Securities, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2020 | Q4 2020 | 2 |
Apriem Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2023 | 2 |
Koshinski Asset Management, Inc. | 2 | 2 | 0.10% | 0.10% | 0.11% | Q3 2021 | Q4 2021 | 2 |
NorthCoast Asset Management LLC | 1 | 1 | 0.04% | 1.40% | 2.77% | Q2 2016 | Q3 2021 | 2 |
Brown Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Independent Advisor Alliance | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
ARVEST TRUST CO N A | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
YorkBridge Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
CTC Alternative Strategies, Ltd. | 2 | 2 | 0.51% | 0.58% | 0.65% | Q2 2023 | Q3 2023 | 2 |
Pure Financial Advisors, LLC | 1 | 1 | 0.01% | 0.04% | 0.07% | Q2 2016 | Q3 2023 | 2 |
Texas Capital Bank Wealth Management Services Inc | 2 | 2 | 0.03% | 0.05% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Trutina Financial LLC | 1 | 1 | 0.05% | 0.05% | 0.06% | Q3 2013 | Q1 2014 | 2 |
XML Financial, LLC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.23% | 0.45% | Q3 2020 | Q4 2021 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
PAX Financial Group, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Danda Trouve Investment Management, Inc. | 2 | 2 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q4 2021 | 2 |
P SCHOENFELD ASSET MANAGEMENT LP | 1 | 1 | 0.23% | 0.25% | 0.27% | Q2 2014 | Q2 2015 | 2 |
PDT Partners, LLC | 2 | 2 | 0.20% | 0.22% | 0.25% | Q3 2014 | Q4 2014 | 2 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.17% | 0.33% | Q1 2022 | Q3 2023 | 2 |
INTEGRAL DERIVATIVES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
FNY Partners Fund LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Madrona Financial Services, LLC | 2 | 2 | 0.09% | 0.11% | 0.12% | Q4 2021 | Q1 2022 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
Prudent Man Advisors, LLC | 2 | 2 | 0.21% | 0.22% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Regal Investment Advisors LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q2 2015 | Q4 2020 | 2 |
Alpha Paradigm Partners, LLC | 2 | 2 | 0.07% | 0.16% | 0.24% | Q1 2021 | Q2 2021 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q3 2017 | Q4 2017 | 2 |
Mechanics Financial Corp | 2 | 2 | 0.18% | 0.26% | 0.35% | Q2 2023 | Q3 2023 | 2 |
BOSTON PRIVATE BANK & TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Cornerstone Planning Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Beck Bode, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 2 |
Faithward Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
IAG Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Indices-Pac Research Corp. | 2 | 2 | 0.31% | 0.35% | 0.39% | Q4 2013 | Q1 2014 | 2 |
Tuttle Capital Management, LLC | 1 | 1 | 0.19% | 0.25% | 0.30% | Q1 2019 | Q1 2021 | 2 |
Chimera Capital Management LLC | 2 | 2 | 0.06% | 0.20% | 0.35% | Q3 2022 | Q4 2022 | 2 |
FWL INVESTMENT MANAGEMENT, LLC | 2 | 2 | 2.61% | 2.64% | 2.68% | Q2 2023 | Q3 2023 | 2 |
Kestra Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.96% | 1.91% | Q1 2018 | Q3 2019 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
FUKOKU MUTUAL LIFE INSURANCE Co | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Coatue Management | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 2 |
ENGINE NO. 1 LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q4 2021 | 2 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Avitas Wealth Management LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ROGCO, LP | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Werlinich Asset Management, LLC | 1 | 1 | 1.19% | 1.19% | 1.19% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Van Hulzen Asset Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2017 | Q2 2017 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
TURNER INVESTMENTS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
LDR Capital Management LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q3 2023 | Q3 2023 | 1 |
WOODMONT INVESTMENT COUNSEL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Elmwood Wealth Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2013 | Q2 2013 | 1 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1 | 1 | 1.13% | 1.13% | 1.13% | Q3 2023 | Q3 2023 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Altman Advisors, Inc. | 1 | 1 | 1.68% | 1.68% | 1.68% | Q4 2017 | Q4 2017 | 1 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CAPE ANN SAVINGS BANK | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2023 | Q3 2023 | 1 |
Elequin Capital, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
MANA Advisors LLC | 1 | 1 | 1.74% | 1.74% | 1.74% | Q3 2019 | Q3 2019 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
One Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
BLACKTHORN INVESTMENT GROUP LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2013 | Q2 2013 | 1 |
CXI Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
TIG Advisors, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q1 2023 | Q1 2023 | 1 |
PFS INVESTMENTS INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Truepoint, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Graypoint LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Vantis Investment Advisers L.P. | 1 | 1 | 11.12% | 11.12% | 11.12% | Q4 2019 | Q4 2019 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
NVWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SAWGRASS ASSET MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2022 | Q1 2022 | 1 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
MASTERS CAPITAL MANAGEMENT LLC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q2 2018 | Q2 2018 | 1 |
PAYDEN & RYGEL INVESTMENT GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Bollard Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Tech Square Trading LP | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2019 | Q1 2019 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
WADDELL & REED FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
NewDay Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Premia Global Advisors, LLC | 1 | 1 | 1.09% | 1.09% | 1.09% | Q3 2019 | Q3 2019 | 1 |
Axiom Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Banco Santander, S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Ostrum Asset Management U.S., LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 1 | 1 | 6.46% | 6.46% | 6.46% | Q3 2019 | Q3 2019 | 1 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Keudell/Morrison Wealth Management | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2019 | Q3 2019 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SPROTT INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Risk Paradigm Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q1 2017 | 1 |
AXS Investments LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2023 | Q1 2023 | 1 |
SOLARIS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Strategic Global Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2016 | Q1 2016 | 1 |
JSF Financial, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2022 | Q1 2022 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2022 | Q4 2022 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2017 | Q3 2017 | 1 |
Wellington Shields Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Trilogy Capital Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Quadrant Real Estate Advisors LLC | 1 | 1 | 1.95% | 1.95% | 1.95% | Q4 2013 | Q4 2013 | 1 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
CAMDEN NATIONAL CORP | 1 | 1 | 1.28% | 1.28% | 1.28% | Q1 2021 | Q1 2021 | 1 |
RVB CAPITAL MANAGEMENT LLC | 1 | 1 | 2.11% | 2.11% | 2.11% | Q4 2018 | Q4 2018 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
GraniteShares Advisors LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2022 | Q4 2022 | 1 |
Soltis Investment Advisors LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2022 | Q4 2022 | 1 |
Clal Insurance Enterprises Holdings Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
S.A. Mason LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Long Pond Capital | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2021 | Q3 2021 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Parplus Partners | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
HighVista Strategies LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
Arden Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Accuvest Global Advisors | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2019 | Q1 2019 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Bremer Bank National Association | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.66% | 0.66% | 0.66% | Q2 2017 | Q2 2017 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Investors Capital Advisory Services | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q1 2016 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Oakworth Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
NORTHEAST INVESTMENT MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BECKER CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
CARILLON TOWER ADVISERS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2022 | Q2 2022 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2016 | Q1 2016 | 1 |
Coastal Bridge Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
3D/L Capital Management, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2020 | Q4 2020 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Ignite Planners, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
First City Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2022 | Q1 2022 | 1 |
IronBridge Private Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
PALLADIEM, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Concentric Capital Strategies, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Outlook Wealth Advisors, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2018 | Q4 2018 | 1 |
Pluribus Labs, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2021 | Q4 2021 | 1 |
PACIFIC SUN FINANCIAL CORP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2017 | Q4 2017 | 1 |
Waverton Investment Management Ltd | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2013 | Q4 2013 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Modus Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
Triangle Securities Wealth Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Susquehanna International Group Ltd. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
EMFO, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 3.99% | 3.99% | 3.99% | Q4 2013 | Q4 2013 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Visium Asset Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Summit Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q3 2019 | Q3 2019 | 1 |
Smith Affiliated Capital Corp. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2015 | Q4 2015 | 1 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Invst, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2019 | Q1 2019 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
SG3 Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q1 2014 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
EA Series Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Manteio Capital LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2021 | Q4 2021 | 1 |
State of New Jersey Common Pension Fund E | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2014 | Q1 2014 | 1 |
Wahed Invest LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2022 | Q1 2022 | 1 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
ACIMA PRIVATE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Northside Capital Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2017 | Q1 2017 | 1 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2021 | Q1 2021 | 1 |
Greenland Capital Management LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
MARATHON CAPITAL MANAGEMENT | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2017 | Q2 2017 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Delphia (USA) Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
Ada Investment Management, LP | 1 | 1 | 0.73% | 0.73% | 0.73% | Q3 2015 | Q3 2015 | 1 |
DECADE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2015 | Q3 2015 | 1 |
Credit Capital Investments LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2022 | Q2 2022 | 1 |
FT Options LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2016 | Q1 2016 | 1 |
Waverly Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
GALAXY CAPITAL TRADING LTD | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2013 | Q3 2013 | 1 |
Financial Enhancement Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
JMAC ENTERPRISES LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
EDMOND DE ROTHSCHILD (MONACO) | 1 | 1 | 1.54% | 1.54% | 1.54% | Q3 2016 | Q3 2016 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Thrax Management, LLC | 1 | 1 | 1.78% | 1.78% | 1.78% | Q4 2016 | Q4 2016 | 1 |
Delta Investment Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Operose Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Xcel Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
CTC Capital Management, LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2022 | Q3 2022 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Kula Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Watson Rebecca | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Eastover Investment Advisors LLC | 1 | 1 | 1.60% | 1.60% | 1.60% | Q3 2023 | Q3 2023 | 1 |
Hightower 6M Holding, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Clear Perspective Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
B&D White Capital Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
IBERIABANK CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Chiron Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Manifold Partners, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2016 | Q2 2016 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 3.56% | 3.56% | 3.56% | Q1 2015 | Q1 2015 | 1 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Schrum Private Wealth Management LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2022 | Q1 2022 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
TradeLink Capital LLC | 1 | 1 | 1.55% | 1.55% | 1.55% | Q2 2020 | Q2 2020 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HARVEST MANAGEMENT LLC | 1 | 1 | 4.56% | 4.56% | 4.56% | Q1 2023 | Q1 2023 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Empirical Asset Management, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2022 | Q4 2022 | 1 |
Raging Capital Management, LLC | 1 | 1 | 1.46% | 1.46% | 1.46% | Q4 2016 | Q4 2016 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Leisure Capital Management | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2016 | Q1 2016 | 1 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
SHEPHERD KAPLAN KROCHUK, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
Tradewinds, LLC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
YHB Investment Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q1 2020 | Q1 2020 | 1 |
ASB Consultores, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
McAdam, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
FOSTER & MOTLEY INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Castle Hook Partners LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2019 | Q1 2019 | 1 |
Second Half Financial Partners, LLC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q3 2023 | Q3 2023 | 1 |
Cresta Advisors, Ltd. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
J. L. Bainbridge & Co., Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2022 | Q4 2022 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.47% | 0.47% | 0.47% | Q1 2016 | Q1 2016 | 1 |
E&G Advisors, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
Pinnacle Wealth Management Advisory Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2022 | Q3 2022 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
GUARDIAN CAPITAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Creative Capital Management Investments LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2017 | Q4 2017 | 1 |
Blue Chip Wealth Management, Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2019 | Q3 2019 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Pflug Koory, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Leucadia National | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Joel Isaacson & Co., LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
OPTIONS SOLUTIONS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Flower City Capital | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2021 | Q4 2021 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
FFT WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Quarry LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CORNERSTONE ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Moran Wealth Management, LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q3 2023 | Q3 2023 | 1 |
David J Yvars Group | 1 | 1 | 3.94% | 3.94% | 3.94% | Q1 2022 | Q1 2022 | 1 |
ISLAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
HALL LAURIE J TRUSTEE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Lorem Ipsum Management, LLC | 1 | 1 | 1.38% | 1.38% | 1.38% | Q2 2016 | Q2 2016 | 1 |
Hunter Perkins Capital Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2020 | Q4 2020 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
PERSONAL CFO SOLUTIONS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Cornell Pochily Investment Advisors, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2018 | Q4 2018 | 1 |
ORG Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
AMG National Trust Bank | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Main Line Retirement Advisors, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2023 | Q2 2023 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q2 2023 | 1 |
Hexavest Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
External links
This page lists all the filers that currently own PUBLIC STORAGE or have owned PUBLIC STORAGE in the past.