Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.03% | 0.15% | Q1 2012 | Q3 2023 | 132 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.07% | 0.25% | Q2 2013 | Q3 2023 | 125 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 122 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 120 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.07% | 0.32% | Q2 2013 | Q3 2023 | 118 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.04% | 0.15% | Q2 2013 | Q3 2023 | 106 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.08% | 0.63% | Q2 2013 | Q3 2023 | 102 |
HSBC HOLDINGS PLC | 45 | 45 | 0.00% | 0.04% | 0.25% | Q3 2012 | Q3 2023 | 101 |
Citadel Advisors | 42 | 42 | 0.00% | 0.05% | 0.18% | Q2 2013 | Q3 2023 | 99 |
JANE STREET GROUP, LLC | 39 | 39 | 0.00% | 0.04% | 0.40% | Q1 2014 | Q3 2023 | 96 |
Walleye Trading LLC | 36 | 2 | 0.00% | 0.02% | 0.11% | Q3 2013 | Q3 2023 | 94 |
UBS Group AG | 36 | 36 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 89 |
Parallax Volatility Advisers, L.P. | 25 | 2 | 0.00% | 0.02% | 0.15% | Q1 2014 | Q3 2023 | 84 |
MILLENNIUM MANAGEMENT LLC | 42 | 42 | 0.00% | 0.05% | 0.25% | Q2 2013 | Q3 2023 | 82 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.05% | 0.25% | Q1 2013 | Q3 2023 | 78 |
TWO SIGMA INVESTMENTS, LP | 19 | 1 | 0.00% | 0.10% | 0.75% | Q2 2013 | Q3 2023 | 74 |
Paloma Partners Management Co | 20 | 1 | 0.00% | 0.13% | 1.20% | Q2 2013 | Q2 2023 | 73 |
Twin Tree Management, LP | 21 | 3 | 0.00% | 0.08% | 0.50% | Q4 2012 | Q2 2023 | 68 |
WOLVERINE TRADING, LLC | 11 | 2 | 0.00% | 0.05% | 0.16% | Q2 2016 | Q3 2023 | 66 |
Jefferies Group LLC | 12 | 2 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q1 2022 | 64 |
TWO SIGMA SECURITIES, LLC | 26 | 1 | 0.00% | 0.05% | 0.33% | Q4 2015 | Q3 2023 | 64 |
CAPITAL FUND MANAGEMENT S.A. | 21 | 1 | 0.00% | 0.10% | 0.52% | Q2 2013 | Q2 2022 | 62 |
CAPSTONE INVESTMENT ADVISORS, LLC | 21 | 1 | 0.00% | 0.04% | 0.20% | Q3 2015 | Q3 2023 | 61 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.08% | 0.52% | Q3 2018 | Q3 2023 | 58 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 57 |
Creative Planning | 33 | 8 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 55 |
PEAK6 Group LLC | 21 | 21 | 0.01% | 0.16% | 0.64% | Q2 2013 | Q2 2018 | 53 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.10% | 0.26% | Q3 2013 | Q3 2023 | 53 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.06% | 0.22% | Q2 2013 | Q3 2023 | 50 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 50 |
Cutler Group LLC / CA | 13 | 2 | 0.00% | 0.02% | 0.08% | Q4 2015 | Q3 2022 | 48 |
SECURIAN ASSET MANAGEMENT, INC | 48 | 48 | 0.03% | 0.10% | 0.20% | Q4 2011 | Q3 2023 | 48 |
GLENMEDE TRUST CO NA | 42 | 6 | 0.00% | 0.13% | 0.43% | Q2 2008 | Q3 2023 | 48 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.03% | 0.15% | 0.48% | Q4 2011 | Q3 2023 | 48 |
Cubist Systematic Strategies, LLC | 33 | 4 | 0.00% | 0.10% | 0.49% | Q2 2014 | Q3 2023 | 47 |
HUNTINGTON NATIONAL BANK | 36 | 1 | 0.00% | 0.01% | 0.14% | Q2 2009 | Q3 2023 | 46 |
Squarepoint Ops LLC | 13 | 1 | 0.00% | 0.05% | 0.35% | Q1 2016 | Q3 2023 | 46 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.05% | 0.18% | Q2 2013 | Q3 2023 | 46 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 46 | 46 | 0.01% | 0.11% | 0.23% | Q2 2012 | Q3 2023 | 46 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 0.08% | 0.35% | Q2 2013 | Q3 2023 | 45 |
HighTower Advisors, LLC | 40 | 40 | 0.00% | 0.03% | 0.11% | Q4 2013 | Q3 2023 | 45 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q3 2023 | 44 |
NOMURA HOLDINGS INC | 14 | 1 | 0.00% | 0.01% | 0.03% | Q4 2012 | Q3 2023 | 43 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.00% | 0.05% | 0.17% | Q1 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.06% | 0.12% | 0.18% | Q1 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.02% | 0.05% | 0.10% | Q1 2013 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.01% | 0.02% | 0.06% | Q4 2012 | Q2 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.00% | 0.18% | 0.73% | Q4 2012 | Q3 2023 | 43 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.07% | 0.14% | 0.22% | Q1 2013 | Q3 2023 | 43 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.01% | 1.95% | 3.93% | Q2 2013 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.05% | 0.10% | 0.22% | Q1 2013 | Q3 2023 | 43 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 43 |
VANGUARD GROUP INC | 42 | 42 | 0.06% | 0.12% | 0.18% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.01% | 0.06% | 0.22% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.02% | 0.14% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Boston Trust Walden Corp | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.03% | 0.09% | 0.28% | Q2 2013 | Q3 2023 | 42 |
AlphaMark Advisors, LLC | 42 | 42 | 0.01% | 0.39% | 1.45% | Q2 2013 | Q3 2023 | 42 |
Sustainable Growth Advisers, LP | 42 | 42 | 0.72% | 2.60% | 4.49% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.16% | 0.36% | 0.85% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.04% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 42 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 42 | 42 | 0.06% | 0.16% | 0.31% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.07% | 0.14% | 0.23% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.17% | 0.24% | 0.38% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.07% | 0.14% | 0.24% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.02% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.08% | 0.15% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.02% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Calamos Advisors LLC | 42 | 42 | 0.01% | 0.14% | 0.73% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.03% | 0.12% | 0.22% | Q2 2012 | Q4 2022 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.07% | 0.15% | 0.25% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.01% | 0.11% | 0.52% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.04% | 0.08% | 0.15% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.02% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
AMALGAMATED BANK | 40 | 2 | 0.07% | 0.13% | 0.22% | Q4 2012 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.05% | 0.19% | 0.52% | Q2 2013 | Q3 2023 | 42 |
FUKOKU MUTUAL LIFE INSURANCE Co | 42 | 42 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.04% | 0.13% | 0.28% | Q2 2013 | Q3 2023 | 42 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 42 | 42 | 0.01% | 0.30% | 1.08% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.05% | 0.10% | 0.18% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.01% | 0.21% | 0.67% | Q2 2013 | Q3 2023 | 42 |
Evercore Wealth Management, LLC | 42 | 42 | 0.01% | 0.03% | 0.21% | Q2 2013 | Q3 2023 | 42 |
BANK OF NOVA SCOTIA | 42 | 42 | 0.00% | 0.04% | 0.15% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.00% | 0.12% | 0.33% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.11% | 0.41% | 0.72% | Q2 2013 | Q3 2023 | 42 |
PEAPACK GLADSTONE FINANCIAL CORP | 42 | 42 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.05% | 0.20% | 0.44% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.08% | 0.14% | 0.24% | Q2 2013 | Q3 2023 | 42 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 42 | 42 | 0.00% | 0.07% | 0.39% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.02% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.05% | 0.15% | 0.59% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.02% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.03% | 0.28% | Q2 2013 | Q3 2023 | 42 |
Johnson Financial Group, Inc. | 42 | 42 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.06% | 0.10% | 0.16% | Q2 2013 | Q3 2023 | 42 |
SHELL ASSET MANAGEMENT CO | 42 | 42 | 0.07% | 0.26% | 0.90% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.29% | 0.81% | Q2 2013 | Q3 2023 | 42 |
SHELTON CAPITAL MANAGEMENT | 42 | 42 | 0.04% | 0.24% | 0.64% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.08% | 0.15% | 0.25% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.10% | 0.15% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Nuveen Asset Management, LLC | 42 | 42 | 0.03% | 0.10% | 0.43% | Q2 2013 | Q3 2023 | 42 |
VAN ECK ASSOCIATES CORP | 42 | 42 | 0.07% | 0.12% | 0.27% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.02% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.05% | 0.15% | 0.33% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.06% | 0.19% | 0.39% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.07% | 0.22% | 0.86% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.10% | 0.23% | 0.53% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.06% | 0.10% | 0.20% | Q2 2013 | Q3 2023 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.01% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.05% | 0.15% | 0.34% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.07% | 0.29% | 0.83% | Q2 2013 | Q3 2023 | 42 |
First Horizon Advisors, Inc. | 40 | 2 | 0.00% | 0.06% | 0.41% | Q1 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.08% | 0.15% | 0.23% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.03% | 0.23% | 0.45% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.02% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.04% | 0.31% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.09% | 0.42% | 0.86% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.06% | 0.11% | 0.21% | Q2 2013 | Q3 2023 | 42 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 42 | 42 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q3 2023 | 42 |
IMA Wealth, Inc. | 42 | 42 | 0.28% | 1.09% | 2.72% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.05% | 0.10% | 0.16% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Tekla Capital Management LLC | 41 | 41 | 0.00% | 3.41% | 9.08% | Q2 2013 | Q2 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.08% | 0.15% | 0.24% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.08% | 0.13% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Verition Fund Management LLC | 10 | 1 | 0.00% | 0.05% | 0.22% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.03% | 0.17% | 0.54% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.01% | 0.11% | 0.26% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.07% | 0.14% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Joel Isaacson & Co., LLC | 42 | 42 | 0.12% | 0.23% | 0.40% | Q2 2013 | Q3 2023 | 42 |
Chesley Taft & Associates LLC | 42 | 42 | 0.02% | 0.20% | 0.60% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.07% | 0.14% | 0.25% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.05% | 0.11% | 0.35% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.05% | 0.15% | 0.39% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.02% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.04% | 0.19% | 0.64% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
GATEWAY INVESTMENT ADVISERS LLC | 42 | 42 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.01% | 0.14% | 0.44% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.07% | 0.14% | 0.20% | Q2 2013 | Q3 2023 | 42 |
AMERICAN CENTURY COMPANIES INC | 42 | 42 | 0.19% | 0.39% | 0.71% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.06% | 0.12% | 0.19% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.10% | 0.25% | 0.62% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.33% | 0.72% | 1.61% | Q2 2013 | Q3 2023 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.00% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.02% | 0.15% | 0.46% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.03% | 0.09% | 0.15% | Q2 2013 | Q3 2023 | 42 |
Capital World Investors | 42 | 42 | 0.36% | 0.74% | 1.10% | Q2 2013 | Q3 2023 | 42 |
PUTNAM INVESTMENTS LLC | 42 | 42 | 0.00% | 0.41% | 1.54% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.04% | 0.09% | 0.21% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.04% | 0.11% | 0.31% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.04% | 0.10% | 0.18% | Q2 2013 | Q3 2023 | 42 |
BALYASNY ASSET MANAGEMENT L.P. | 8 | 1 | 0.00% | 0.13% | 0.74% | Q2 2013 | Q3 2023 | 41 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.04% | 0.35% | Q2 2013 | Q1 2017 | 41 |
Arizona State Retirement System | 33 | 8 | 0.05% | 0.12% | 0.22% | Q1 2013 | Q3 2023 | 41 |
Meiji Yasuda Life Insurance Co | 41 | 41 | 0.01% | 0.10% | 0.23% | Q3 2013 | Q3 2023 | 41 |
Robeco Institutional Asset Management B.V. | 36 | 5 | 0.00% | 0.07% | 0.33% | Q2 2013 | Q3 2023 | 41 |
PITCAIRN CO | 25 | 16 | 0.02% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.03% | 0.10% | 0.25% | Q2 2013 | Q3 2023 | 41 |
J.P. Morgan Private Wealth Advisors LLC | 41 | 41 | 0.01% | 0.03% | 0.08% | Q3 2013 | Q3 2023 | 41 |
SENTRY INVESTMENT MANAGEMENT LLC | 41 | 41 | 0.02% | 0.13% | 0.24% | Q3 2013 | Q3 2023 | 41 |
CENTRAL TRUST Co | 41 | 41 | 0.00% | 0.06% | 0.14% | Q3 2013 | Q3 2023 | 41 |
BNP Paribas Asset Management Holding S.A. | 41 | 41 | 0.00% | 0.05% | 0.46% | Q3 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.04% | 0.08% | 0.14% | Q3 2013 | Q3 2023 | 41 |
CREDIT AGRICOLE S A | 22 | 18 | 0.00% | 0.07% | 0.49% | Q2 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.03% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 41 |
Alberta Investment Management Corp | 41 | 41 | 0.02% | 0.19% | 0.47% | Q3 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.02% | 0.09% | 0.27% | Q3 2013 | Q3 2023 | 41 |
SEGALL BRYANT & HAMILL, LLC | 41 | 41 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2023 | 41 |
LPL Financial LLC | 29 | 12 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 41 |
CONNING INC. | 41 | 41 | 0.01% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 41 |
BROWN ADVISORY INC | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
METROPOLITAN LIFE INSURANCE CO/NY | 34 | 7 | 0.06% | 0.13% | 0.22% | Q2 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.00% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.09% | 0.17% | 0.26% | Q3 2013 | Q3 2023 | 41 |
Korea Investment CORP | 29 | 11 | 0.00% | 0.09% | 0.26% | Q2 2013 | Q3 2023 | 40 |
SUMITOMO LIFE INSURANCE CO | 40 | 40 | 0.03% | 0.16% | 0.39% | Q4 2013 | Q3 2023 | 40 |
TORONTO DOMINION BANK | 40 | 40 | 0.00% | 0.04% | 0.10% | Q4 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.08% | 0.16% | 0.24% | Q4 2013 | Q3 2023 | 40 |
Meiji Yasuda Asset Management Co Ltd. | 40 | 40 | 0.04% | 0.14% | 0.43% | Q4 2013 | Q3 2023 | 40 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 12 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q3 2023 | 40 |
INTEGRAL DERIVATIVES, LLC | 18 | 18 | 0.01% | 0.04% | 0.10% | Q4 2013 | Q1 2018 | 40 |
Rafferty Asset Management, LLC | 40 | 40 | 0.02% | 0.09% | 0.28% | Q4 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.06% | 0.13% | 0.28% | Q4 2013 | Q3 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.09% | 0.17% | 0.26% | Q3 2013 | Q3 2023 | 40 |
JOHN G ULLMAN & ASSOCIATES INC | 39 | 39 | 0.04% | 0.11% | 0.53% | Q2 2013 | Q4 2022 | 39 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.03% | 0.26% | 0.84% | Q1 2014 | Q3 2023 | 39 |
St. Johns Investment Management Company, LLC | 39 | 39 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q3 2023 | 39 |
ADIRONDACK TRUST CO | 39 | 39 | 0.01% | 0.06% | 0.20% | Q1 2014 | Q3 2023 | 39 |
Andra AP-fonden | 22 | 3 | 0.01% | 0.12% | 0.33% | Q2 2013 | Q3 2023 | 39 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 25 | 14 | 0.00% | 0.22% | 0.68% | Q2 2013 | Q3 2023 | 39 |
GRANDFIELD & DODD, LLC | 39 | 39 | 0.03% | 0.57% | 1.95% | Q1 2014 | Q3 2023 | 39 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 39 | 39 | 0.00% | 0.11% | 0.41% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.08% | 0.28% | Q1 2014 | Q3 2023 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.08% | 0.15% | 0.21% | Q1 2014 | Q3 2023 | 39 |
Mirae Asset Global Investments Co., Ltd. | 37 | 1 | 0.02% | 0.12% | 0.30% | Q2 2011 | Q3 2023 | 39 |
BLAIR WILLIAM & CO/IL | 37 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 38 |
GABELLI FUNDS LLC | 38 | 38 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2023 | 38 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 33 | 5 | 0.00% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 38 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 22 | 5 | 0.01% | 0.35% | 1.04% | Q2 2013 | Q3 2023 | 38 |
Cambridge Investment Research Advisors, Inc. | 37 | 1 | 0.01% | 0.03% | 0.07% | Q1 2014 | Q3 2023 | 38 |
WHITTIER TRUST CO | 27 | 11 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 38 |
FDx Advisors, Inc. | 34 | 4 | 0.01% | 0.20% | 1.34% | Q2 2013 | Q3 2023 | 38 |
Fisher Asset Management, LLC | 37 | 37 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 37 |
Diversified Trust Co | 17 | 1 | 0.01% | 0.09% | 0.22% | Q2 2013 | Q4 2023 | 37 |
Rhenman & Partners Asset Management AB | 25 | 5 | 0.60% | 1.78% | 5.03% | Q4 2013 | Q3 2023 | 37 |
FIRST MANHATTAN CO. LLC. | 23 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 37 |
Employees Retirement System of Texas | 37 | 37 | 0.02% | 0.09% | 0.19% | Q2 2013 | Q2 2022 | 37 |
Janney Montgomery Scott LLC | 29 | 2 | 0.01% | 0.03% | 0.07% | Q4 2013 | Q3 2023 | 37 |
STEPHENS INC /AR/ | 21 | 16 | 0.01% | 0.05% | 0.18% | Q3 2013 | Q3 2023 | 37 |
Capital Impact Advisors, LLC | 37 | 37 | 0.28% | 0.92% | 2.70% | Q4 2013 | Q4 2022 | 37 |
FAGAN ASSOCIATES, INC. | 21 | 16 | 0.07% | 0.68% | 1.72% | Q1 2014 | Q3 2023 | 37 |
SYNOVUS FINANCIAL CORP | 23 | 14 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 37 |
SECOR Capital Advisors, LP | 14 | 1 | 0.01% | 0.21% | 0.55% | Q3 2014 | Q4 2018 | 37 |
National Pension Service | 37 | 37 | 0.09% | 0.18% | 0.27% | Q3 2014 | Q3 2023 | 37 |
Penobscot Investment Management Company, Inc. | 37 | 37 | 0.04% | 0.09% | 0.14% | Q3 2014 | Q3 2023 | 37 |
Candriam S.C.A. | 36 | 36 | 0.64% | 1.42% | 2.03% | Q4 2014 | Q3 2023 | 36 |
FOUNDERS CAPITAL MANAGEMENT, LLC | 21 | 1 | 0.06% | 0.49% | 1.67% | Q1 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.03% | 0.07% | 0.12% | Q2 2013 | Q1 2022 | 36 |
Traynor Capital Management, Inc. | 36 | 36 | 0.21% | 0.94% | 2.23% | Q4 2014 | Q3 2023 | 36 |
B. Riley Wealth Advisors, Inc. | 24 | 1 | 0.01% | 0.06% | 0.17% | Q2 2014 | Q3 2023 | 36 |
TWO SIGMA ADVISERS, LP | 12 | 6 | 0.00% | 0.36% | 0.91% | Q2 2013 | Q3 2023 | 36 |
Riggs Asset Managment Co. Inc. | 24 | 12 | 0.01% | 0.03% | 0.04% | Q3 2014 | Q3 2023 | 36 |
Tower Research Capital LLC (TRC) | 14 | 2 | 0.00% | 0.08% | 0.26% | Q3 2013 | Q3 2023 | 36 |
Freedom Investment Management, Inc. | 36 | 36 | 0.04% | 0.13% | 0.27% | Q4 2014 | Q3 2023 | 36 |
IBM Retirement Fund | 36 | 36 | 0.08% | 0.14% | 0.20% | Q2 2013 | Q1 2022 | 36 |
EVERENCE CAPITAL MANAGEMENT INC | 36 | 36 | 0.07% | 0.17% | 0.31% | Q4 2014 | Q3 2023 | 36 |
Laird Norton Wetherby Wealth Management, LLC | 36 | 36 | 0.03% | 0.09% | 0.13% | Q4 2014 | Q3 2023 | 36 |
PRELUDE CAPITAL MANAGEMENT, LLC | 12 | 2 | 0.00% | 0.06% | 0.25% | Q1 2013 | Q2 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.02% | 0.20% | 0.74% | Q4 2014 | Q3 2023 | 36 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2021 | 35 |
RAYMOND JAMES & ASSOCIATES | 34 | 34 | 0.00% | 0.04% | 0.08% | Q2 2015 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.02% | 0.06% | 0.14% | Q1 2015 | Q3 2023 | 35 |
ACADIAN ASSET MANAGEMENT LLC | 22 | 13 | 0.00% | 0.27% | 1.24% | Q4 2014 | Q3 2023 | 35 |
Renaissance Technologies | 15 | 1 | 0.00% | 0.17% | 0.60% | Q2 2013 | Q3 2023 | 35 |
VICTORY CAPITAL MANAGEMENT INC | 34 | 1 | 0.00% | 0.03% | 0.11% | Q3 2013 | Q3 2023 | 35 |
Private Advisor Group, LLC | 34 | 34 | 0.00% | 0.05% | 0.10% | Q2 2015 | Q3 2023 | 35 |
BESSEMER GROUP INC | 35 | 35 | 0.00% | 0.03% | 0.18% | Q1 2015 | Q3 2023 | 35 |
VALLEY NATIONAL ADVISERS INC | 35 | 35 | 0.00% | 0.07% | 0.20% | Q1 2015 | Q3 2023 | 35 |
Baird Financial Group, Inc. | 34 | 34 | 0.01% | 0.05% | 0.09% | Q2 2015 | Q3 2023 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2022 | 34 |
Hudock, Inc. | 34 | 34 | 0.01% | 0.02% | 0.05% | Q2 2014 | Q3 2022 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.00% | 0.03% | 0.08% | Q2 2015 | Q3 2023 | 34 |
PRENTISS SMITH & CO INC | 18 | 6 | 0.03% | 1.99% | 3.88% | Q4 2014 | Q3 2023 | 34 |
CIBC WORLD MARKETS CORP | 34 | 34 | 0.02% | 0.10% | 0.29% | Q2 2015 | Q3 2023 | 34 |
Tredje AP-fonden | 34 | 34 | 0.10% | 0.32% | 0.82% | Q2 2015 | Q3 2023 | 34 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 34 | 34 | 0.00% | 0.08% | 0.29% | Q2 2015 | Q3 2023 | 34 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 16 | 2 | 0.01% | 0.12% | 0.32% | Q1 2013 | Q3 2023 | 34 |
Orbimed Advisors | 29 | 1 | 0.09% | 1.61% | 4.11% | Q2 2013 | Q3 2023 | 34 |
Advisory Services Network, LLC | 27 | 1 | 0.00% | 0.05% | 0.14% | Q4 2013 | Q3 2023 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.04% | 0.08% | 0.17% | Q2 2013 | Q3 2021 | 34 |
Tradewinds Capital Management, LLC | 34 | 34 | 0.01% | 0.03% | 0.04% | Q4 2013 | Q1 2022 | 34 |
Polen Capital Management | 31 | 3 | 0.00% | 3.12% | 6.81% | Q2 2013 | Q1 2022 | 34 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 34 | 34 | 0.03% | 0.14% | 0.34% | Q2 2013 | Q3 2021 | 34 |
World Asset Management Inc | 34 | 34 | 0.07% | 0.11% | 0.17% | Q2 2013 | Q3 2021 | 34 |
GAM Holding AG | 17 | 1 | 0.02% | 0.08% | 0.22% | Q2 2013 | Q3 2023 | 34 |
PHILADELPHIA TRUST CO | 17 | 1 | 0.02% | 0.10% | 0.70% | Q3 2013 | Q3 2023 | 34 |
Connor, Clark & Lunn Investment Management Ltd. | 33 | 33 | 0.01% | 0.03% | 0.13% | Q3 2015 | Q3 2023 | 33 |
Gotham Asset Management, LLC | 25 | 1 | 0.00% | 0.11% | 0.48% | Q3 2013 | Q3 2023 | 33 |
QS Investors, LLC | 33 | 33 | 0.01% | 0.07% | 0.20% | Q2 2013 | Q2 2021 | 33 |
NATIXIS ADVISORS, L.P. | 29 | 4 | 0.01% | 0.46% | 0.83% | Q3 2013 | Q3 2023 | 33 |
Endurance Wealth Management, Inc. | 33 | 33 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2023 | 33 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.03% | 0.12% | 0.24% | Q2 2013 | Q3 2023 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 33 |
Checchi Capital Advisers, LLC | 16 | 1 | 0.02% | 0.04% | 0.10% | Q4 2014 | Q3 2023 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.01% | 0.03% | 0.05% | Q1 2014 | Q1 2022 | 33 |
CIBC WORLD MARKET INC. | 18 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 33 |
LAZARD ASSET MANAGEMENT LLC | 32 | 1 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q3 2023 | 33 |
Centiva Capital, LP | 11 | 1 | 0.00% | 0.11% | 1.17% | Q4 2018 | Q3 2023 | 33 |
Covenant Asset Management, LLC | 28 | 28 | 0.07% | 0.85% | 2.36% | Q4 2016 | Q3 2023 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.07% | 0.29% | 0.47% | Q2 2013 | Q2 2021 | 33 |
ASSETMARK, INC | 18 | 15 | 0.00% | 0.08% | 0.30% | Q2 2015 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2023 | 33 |
LS Investment Advisors, LLC | 32 | 32 | 0.01% | 0.06% | 0.09% | Q2 2013 | Q1 2021 | 32 |
LOOMIS SAYLES & CO L P | 29 | 3 | 0.01% | 1.91% | 3.51% | Q2 2013 | Q3 2023 | 32 |
HAP Trading, LLC | 11 | 1 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2023 | 32 |
ADVISOR PARTNERS LLC | 32 | 32 | 0.03% | 0.10% | 0.19% | Q3 2014 | Q2 2022 | 32 |
WOLVERINE ASSET MANAGEMENT LLC | 15 | 5 | 0.00% | 0.03% | 0.54% | Q2 2013 | Q2 2021 | 32 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 16 | 3 | 0.04% | 0.36% | 1.41% | Q2 2013 | Q3 2023 | 32 |
Skandinaviska Enskilda Banken AB (publ) | 32 | 32 | 0.10% | 0.37% | 0.66% | Q4 2015 | Q3 2023 | 32 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 18 | 14 | 0.04% | 0.10% | 0.14% | Q2 2013 | Q3 2023 | 32 |
HOWE & RUSLING INC | 16 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 32 |
Compagnie Lombard Odier SCmA | 24 | 1 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 31 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 30 | 1 | 0.04% | 0.93% | 1.50% | Q4 2015 | Q3 2023 | 31 |
Laurion Capital Management LP | 12 | 1 | 0.00% | 0.07% | 0.41% | Q4 2016 | Q1 2022 | 31 |
Pacer Advisors, Inc. | 19 | 12 | 0.02% | 0.22% | 1.26% | Q4 2015 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
REGENTATLANTIC CAPITAL LLC | 12 | 1 | 0.02% | 0.05% | 0.32% | Q3 2013 | Q3 2022 | 31 |
Raymond James Financial Services Advisors, Inc. | 31 | 31 | 0.01% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 31 |
EATON VANCE MANAGEMENT | 31 | 31 | 0.01% | 0.04% | 0.11% | Q1 2015 | Q3 2022 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.07% | 0.11% | 0.18% | Q2 2013 | Q4 2020 | 31 |
Virtus ETF Advisers LLC | 31 | 31 | 0.10% | 0.40% | 1.81% | Q1 2016 | Q3 2023 | 31 |
Boston Common Asset Management, LLC | 31 | 31 | 0.10% | 0.79% | 1.95% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.03% | 0.05% | Q1 2016 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.02% | 0.07% | 0.17% | Q2 2013 | Q4 2020 | 31 |
PREMIER ASSET MANAGEMENT LLC | 23 | 1 | 1.64% | 2.92% | 4.93% | Q3 2013 | Q4 2022 | 31 |
ALPS ADVISORS INC | 14 | 3 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 31 |
SECTORAL ASSET MANAGEMENT INC | 15 | 1 | 0.06% | 1.74% | 5.47% | Q2 2013 | Q3 2023 | 31 |
1832 Asset Management L.P. | 12 | 1 | 0.00% | 0.11% | 0.50% | Q2 2013 | Q3 2023 | 31 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 8 | 2 | 0.00% | 0.05% | 0.20% | Q3 2014 | Q4 2017 | 30 |
Plante Moran Financial Advisors, LLC | 21 | 1 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q3 2022 | 30 |
Baillie Gifford | 20 | 10 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2023 | 30 |
Perigon Wealth Management, LLC | 23 | 1 | 0.01% | 0.13% | 0.26% | Q3 2011 | Q3 2023 | 30 |
PRUDENTIAL PLC | 28 | 2 | 0.00% | 0.06% | 0.17% | Q3 2015 | Q3 2023 | 30 |
KING LUTHER CAPITAL MANAGEMENT CORP | 16 | 14 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 30 |
ENTERPRISE FINANCIAL SERVICES CORP | 19 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2021 | 30 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 30 | 30 | 0.01% | 0.53% | 2.45% | Q2 2016 | Q3 2023 | 30 |
Sands Capital Management | 30 | 30 | 0.79% | 3.03% | 5.38% | Q2 2013 | Q3 2020 | 30 |
CIBC Private Wealth Group, LLC | 25 | 5 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q3 2023 | 30 |
CIM INVESTMENT MANAGEMENT INC | 12 | 1 | 0.10% | 0.25% | 0.80% | Q3 2013 | Q3 2023 | 29 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 25 | 4 | 0.34% | 0.54% | 0.86% | Q2 2016 | Q3 2023 | 29 |
MARSHALL WACE, LLP | 12 | 1 | 0.00% | 0.08% | 0.31% | Q2 2014 | Q3 2023 | 29 |
Atria Investments, Inc | 29 | 29 | 0.01% | 0.09% | 0.39% | Q3 2016 | Q3 2023 | 29 |
TRUIST FINANCIAL CORP | 29 | 29 | 0.02% | 0.10% | 0.16% | Q3 2016 | Q3 2023 | 29 |
RAYMOND JAMES TRUST N.A. | 29 | 29 | 0.01% | 0.02% | 0.05% | Q3 2016 | Q3 2023 | 29 |
Bellevue Group AG | 16 | 13 | 0.13% | 0.77% | 2.76% | Q1 2016 | Q3 2023 | 29 |
AllSquare Wealth Management LLC | 27 | 2 | 0.00% | 0.04% | 0.14% | Q4 2014 | Q3 2023 | 29 |
SIGNATUREFD, LLC | 23 | 6 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 29 |
First Allied Advisory Services, Inc. | 29 | 29 | 0.02% | 0.05% | 0.11% | Q3 2013 | Q3 2020 | 29 |
Polar Capital LLP | 25 | 4 | 0.01% | 0.28% | 0.86% | Q2 2013 | Q3 2020 | 29 |
Jacobi Capital Management LLC | 27 | 2 | 0.00% | 0.04% | 0.14% | Q2 2016 | Q3 2023 | 29 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 26 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 29 |
TCI Wealth Advisors, Inc. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2023 | 28 |
LMR Partners LLP | 8 | 1 | 0.00% | 0.14% | 1.32% | Q3 2014 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.06% | 0.13% | 0.21% | Q4 2016 | Q3 2023 | 28 |
JNBA Financial Advisors | 19 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2023 | 28 |
Nippon Life Global Investors Americas, Inc. | 27 | 1 | 0.07% | 0.72% | 1.50% | Q4 2013 | Q3 2023 | 28 |
FIL Ltd | 13 | 5 | 0.00% | 0.09% | 0.47% | Q3 2015 | Q3 2023 | 28 |
ING GROEP NV | 8 | 1 | 0.00% | 0.10% | 0.38% | Q2 2013 | Q3 2023 | 28 |
SHUFRO ROSE & CO LLC | 16 | 2 | 0.01% | 0.03% | 0.13% | Q1 2016 | Q3 2023 | 28 |
HALL LAURIE J TRUSTEE | 13 | 2 | 0.02% | 0.04% | 0.06% | Q1 2016 | Q3 2023 | 28 |
Intellectus Partners, LLC | 28 | 28 | 0.16% | 0.38% | 0.72% | Q4 2016 | Q3 2023 | 28 |
MEEDER ASSET MANAGEMENT INC | 25 | 1 | 0.00% | 0.21% | 0.93% | Q4 2015 | Q2 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.03% | 0.09% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.06% | 0.14% | 0.25% | Q4 2016 | Q3 2023 | 28 |
Point72 Hong Kong Ltd | 8 | 1 | 0.00% | 0.10% | 0.86% | Q4 2014 | Q3 2022 | 28 |
PineBridge Investments, L.P. | 10 | 2 | 0.00% | 0.12% | 0.58% | Q3 2015 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.04% | 0.23% | 0.58% | Q4 2016 | Q3 2023 | 28 |
Walleye Capital LLC | 5 | 1 | 0.00% | 0.09% | 0.58% | Q1 2019 | Q3 2023 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.09% | 0.17% | 0.25% | Q4 2016 | Q3 2023 | 28 |
Sterling Investment Advisors, Ltd. | 28 | 28 | 0.01% | 0.38% | 1.04% | Q4 2016 | Q3 2023 | 28 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 28 | 28 | 0.04% | 0.12% | 0.25% | Q2 2013 | Q1 2020 | 28 |
Glassman Wealth Services | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 27 |
NICHOLAS COMPANY, INC. | 27 | 27 | 0.10% | 0.23% | 0.76% | Q3 2013 | Q1 2020 | 27 |
MUFG Securities EMEA plc | 15 | 9 | 0.00% | 0.06% | 0.46% | Q3 2016 | Q3 2022 | 27 |
CWM, LLC | 17 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 27 |
Bartlett & Co. LLC | 16 | 11 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2023 | 27 |
COLONY GROUP LLC | 17 | 2 | 0.00% | 0.04% | 0.09% | Q1 2014 | Q3 2023 | 27 |
Yorktown Management & Research Co Inc | 18 | 4 | 0.05% | 0.13% | 0.37% | Q4 2014 | Q2 2022 | 27 |
NORTH POINT PORTFOLIO MANAGERS CORP/OH | 27 | 27 | 1.70% | 2.40% | 4.20% | Q1 2017 | Q3 2023 | 27 |
Fiera Capital Corp | 11 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 27 |
INTERNATIONAL BIOTECHNOLOGY TRUST PLC | 14 | 13 | 0.25% | 3.92% | 8.98% | Q4 2016 | Q3 2023 | 27 |
Avior Wealth Management, LLC | 27 | 27 | 0.00% | 0.11% | 0.21% | Q1 2017 | Q3 2023 | 27 |
MARTINGALE ASSET MANAGEMENT L P | 14 | 2 | 0.00% | 0.25% | 0.61% | Q4 2014 | Q3 2023 | 27 |
Steward Partners Investment Advisory, LLC | 19 | 8 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
CLEARARC CAPITAL INC | 27 | 27 | 0.09% | 0.13% | 0.21% | Q2 2013 | Q4 2019 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2019 | 27 |
FAYEZ SAROFIM & CO | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.00% | 0.07% | 0.32% | Q1 2017 | Q3 2023 | 27 |
Mn Services Vermogensbeheer B.V. | 14 | 3 | 0.05% | 0.23% | 0.45% | Q1 2016 | Q3 2023 | 27 |
Capital International Investors | 21 | 1 | 0.00% | 0.23% | 0.62% | Q2 2015 | Q3 2023 | 26 |
Biondo Investment Advisors, LLC | 14 | 2 | 0.04% | 0.83% | 2.55% | Q1 2016 | Q3 2023 | 26 |
D.A. DAVIDSON & CO. | 15 | 11 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.02% | 0.05% | 0.09% | Q3 2016 | Q3 2023 | 26 |
Alexandria Capital, LLC | 18 | 8 | 0.00% | 0.18% | 0.64% | Q2 2013 | Q3 2021 | 26 |
ALPHA WINDWARD LLC | 26 | 26 | 0.04% | 0.09% | 0.15% | Q2 2013 | Q3 2019 | 26 |
Municipal Employees' Retirement System of Michigan | 20 | 6 | 0.03% | 0.06% | 0.11% | Q3 2013 | Q1 2020 | 26 |
BRADLEY FOSTER & SARGENT INC/CT | 13 | 13 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 26 |
Focused Wealth Management, Inc | 22 | 4 | 0.00% | 0.03% | 0.29% | Q4 2015 | Q3 2023 | 26 |
CYPRESS ASSET MANAGEMENT INC/TX | 26 | 26 | 0.16% | 0.77% | 1.54% | Q2 2013 | Q3 2019 | 26 |
Baystate Wealth Management LLC | 23 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2023 | 26 |
FARMERS & MERCHANTS INVESTMENTS INC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
Cerity Partners LLC | 25 | 1 | 0.01% | 0.09% | 0.20% | Q1 2017 | Q3 2023 | 26 |
TRUST CO OF VERMONT | 19 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 26 |
BBVA USA Bancshares, Inc. | 19 | 1 | 0.01% | 0.28% | 0.70% | Q1 2014 | Q1 2021 | 26 |
JGP Global Gestao de Recursos Ltda. | 20 | 6 | 0.09% | 0.32% | 1.62% | Q1 2016 | Q3 2023 | 26 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 14 | 12 | 0.00% | 0.05% | 0.40% | Q4 2014 | Q3 2023 | 26 |
Highlander Capital Management, LLC | 26 | 26 | 0.01% | 0.03% | 0.08% | Q2 2017 | Q3 2023 | 26 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 20 | 6 | 0.00% | 0.06% | 0.27% | Q2 2013 | Q2 2021 | 26 |
GSA CAPITAL PARTNERS LLP | 11 | 1 | 0.02% | 0.18% | 0.69% | Q2 2013 | Q4 2022 | 26 |
BP PLC | 20 | 5 | 0.06% | 0.13% | 0.21% | Q4 2014 | Q2 2021 | 25 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 25 | 25 | 0.04% | 0.14% | 0.24% | Q2 2013 | Q2 2019 | 25 |
PARADIGM ASSET MANAGEMENT CO LLC | 14 | 2 | 0.02% | 0.11% | 0.30% | Q2 2013 | Q3 2023 | 25 |
OLD SECOND NATIONAL BANK OF AURORA | 8 | 1 | 0.00% | 0.24% | 0.80% | Q1 2015 | Q3 2023 | 25 |
BENNICAS & ASSOCIATES, INC. | 25 | 25 | 0.38% | 0.56% | 0.84% | Q4 2016 | Q4 2022 | 25 |
BOSTON ADVISORS LLC | 25 | 25 | 0.01% | 0.09% | 0.36% | Q2 2013 | Q2 2019 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2019 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
Cito Capital Group, LLC | 25 | 25 | 0.34% | 0.80% | 1.46% | Q3 2017 | Q3 2023 | 25 |
abrdn plc | 25 | 25 | 0.01% | 0.04% | 0.08% | Q3 2017 | Q3 2023 | 25 |
ClearBridge Investments | 24 | 1 | 0.00% | 0.14% | 0.35% | Q2 2013 | Q2 2020 | 25 |
Morse Asset Management, Inc | 15 | 10 | 0.09% | 0.71% | 1.49% | Q1 2017 | Q3 2023 | 25 |
Achmea Investment Management B.V. | 12 | 6 | 0.01% | 0.23% | 0.60% | Q1 2017 | Q3 2023 | 25 |
ARK Investment Management | 12 | 3 | 0.00% | 0.25% | 1.15% | Q4 2016 | Q3 2023 | 25 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 21 | 4 | 0.00% | 0.04% | 0.07% | Q2 2017 | Q3 2023 | 25 |
State of Alaska, Department of Revenue | 25 | 25 | 0.03% | 0.16% | 0.35% | Q3 2017 | Q3 2023 | 25 |
Vident Investment Advisory, LLC | 24 | 1 | 0.00% | 0.19% | 0.54% | Q2 2015 | Q2 2023 | 25 |
Moors & Cabot, Inc. | 15 | 2 | 0.03% | 0.08% | 0.22% | Q2 2014 | Q3 2023 | 25 |
ARMISTICE CAPITAL, LLC | 18 | 3 | 0.62% | 1.91% | 3.20% | Q1 2017 | Q3 2023 | 25 |
SIGNET FINANCIAL MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.39% | 0.74% | Q2 2018 | Q3 2023 | 25 |
State of New Jersey Common Pension Fund D | 25 | 25 | 0.00% | 0.10% | 0.18% | Q3 2017 | Q3 2023 | 25 |
Assenagon Asset Management S.A. | 12 | 1 | 0.01% | 0.22% | 0.59% | Q1 2017 | Q3 2023 | 25 |
Sterling Capital Management LLC | 24 | 24 | 0.00% | 0.05% | 0.11% | Q4 2013 | Q3 2019 | 24 |
Sandy Spring Bank | 15 | 9 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 24 |
NATIXIS | 9 | 1 | 0.00% | 0.09% | 0.62% | Q2 2014 | Q3 2023 | 24 |
MACKENZIE FINANCIAL CORP | 24 | 24 | 0.00% | 0.04% | 0.10% | Q4 2017 | Q3 2023 | 24 |
FIRST INTERSTATE BANK | 17 | 1 | 0.02% | 0.11% | 0.21% | Q3 2015 | Q3 2022 | 24 |
NEXT CENTURY GROWTH INVESTORS LLC | 18 | 6 | 0.06% | 0.18% | 0.27% | Q2 2013 | Q2 2022 | 24 |
Bridgewater Associates | 10 | 1 | 0.00% | 0.09% | 0.45% | Q2 2013 | Q3 2023 | 24 |
WINTON GROUP Ltd | 21 | 1 | 0.02% | 0.20% | 0.44% | Q2 2014 | Q3 2023 | 24 |
SevenBridge Financial Group, LLC | 13 | 11 | 0.01% | 0.11% | 0.34% | Q2 2016 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Family Management Corp | 20 | 20 | 0.03% | 0.99% | 2.10% | Q4 2018 | Q3 2023 | 24 |
IHT Wealth Management, LLC | 15 | 9 | 0.01% | 0.05% | 0.15% | Q4 2016 | Q3 2023 | 24 |
SVB WEALTH LLC | 15 | 4 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 24 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 24 | 24 | 0.14% | 0.25% | 0.33% | Q4 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.07% | 0.13% | 0.19% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.06% | 0.19% | 0.42% | Q4 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.04% | 0.08% | 0.17% | Q2 2013 | Q1 2019 | 24 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 24 | 24 | 0.00% | 0.04% | 0.11% | Q4 2013 | Q3 2019 | 24 |
FT Options LLC | 8 | 8 | 0.04% | 3.07% | 12.52% | Q4 2015 | Q3 2017 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.04% | 0.07% | 0.15% | Q2 2013 | Q1 2019 | 24 |
SUNTRUST BANKS INC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 24 |
DnB Asset Management AS | 22 | 2 | 0.10% | 0.18% | 0.57% | Q4 2017 | Q4 2023 | 24 |
ONTARIO TEACHERS PENSION PLAN BOARD | 7 | 4 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 23 |
Cannell & Co. | 23 | 23 | 0.01% | 0.35% | 0.83% | Q1 2018 | Q3 2023 | 23 |
SIMON QUICK ADVISORS, LLC | 10 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 23 |
Cetera Advisor Networks LLC | 16 | 1 | 0.01% | 0.02% | 0.02% | Q3 2014 | Q3 2023 | 23 |
INVESTMENT HOUSE LLC | 23 | 23 | 0.03% | 0.06% | 0.10% | Q1 2018 | Q3 2023 | 23 |
Quantbot Technologies LP | 6 | 1 | 0.00% | 0.18% | 0.84% | Q2 2014 | Q3 2023 | 23 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 20 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 23 |
Harel Insurance Investments & Financial Services Ltd. | 13 | 5 | 0.00% | 0.02% | 0.09% | Q4 2015 | Q3 2023 | 23 |
JENNISON ASSOCIATES LLC | 12 | 1 | 0.00% | 0.34% | 1.07% | Q2 2015 | Q1 2023 | 23 |
AIMZ Investment Advisors, LLC | 23 | 23 | 2.06% | 3.14% | 4.72% | Q1 2018 | Q3 2023 | 23 |
ATLAS CAPITAL ADVISORS LLC | 23 | 23 | 0.70% | 0.99% | 1.27% | Q1 2018 | Q3 2023 | 23 |
Oakworth Capital, Inc. | 14 | 2 | 0.00% | 0.01% | 0.05% | Q4 2015 | Q3 2023 | 23 |
GREENLEAF TRUST | 17 | 2 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 23 |
Winslow, Evans & Crocker, Inc. | 14 | 1 | 0.00% | 0.07% | 0.23% | Q2 2014 | Q4 2020 | 23 |
WESTWOOD HOLDINGS GROUP INC | 23 | 23 | 0.02% | 0.11% | 0.60% | Q1 2018 | Q3 2023 | 23 |
Anchor Investment Management, LLC | 14 | 9 | 0.00% | 0.05% | 0.14% | Q3 2017 | Q4 2023 | 23 |
Man Group plc | 23 | 23 | 0.01% | 0.10% | 0.30% | Q1 2018 | Q3 2023 | 23 |
Ledyard National Bank | 20 | 1 | 0.00% | 0.39% | 0.80% | Q4 2013 | Q3 2023 | 23 |
Slow Capital, Inc. | 17 | 6 | 0.09% | 0.72% | 1.86% | Q4 2017 | Q3 2023 | 23 |
Lumina Fund Management LLC | 11 | 2 | 0.04% | 0.42% | 1.22% | Q2 2014 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.09% | 0.17% | 0.28% | Q1 2018 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.22% | 0.59% | 1.07% | Q1 2018 | Q3 2023 | 23 |
RITHOLTZ WEALTH MANAGEMENT | 23 | 23 | 0.01% | 0.04% | 0.08% | Q1 2018 | Q3 2023 | 23 |
NN Investment Partners Holdings N.V. | 14 | 9 | 0.00% | 0.11% | 0.30% | Q1 2016 | Q1 2022 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
BARINGS LLC | 13 | 10 | 0.01% | 0.02% | 0.08% | Q3 2013 | Q2 2021 | 23 |
Cornerstone Advisors, Inc. | 22 | 22 | 0.02% | 0.17% | 0.35% | Q1 2014 | Q2 2019 | 22 |
Cresset Asset Management, LLC | 16 | 2 | 0.01% | 0.04% | 0.22% | Q4 2018 | Q3 2023 | 22 |
Front Row Advisors LLC | 19 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 22 |
PATHSTONE FAMILY OFFICE, LLC | 20 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 22 |
Wunderlich Capital Managemnt | 22 | 22 | 0.94% | 1.43% | 2.02% | Q2 2018 | Q3 2023 | 22 |
MUFG Americas Holdings Corp | 16 | 1 | 0.00% | 0.04% | 0.20% | Q1 2014 | Q3 2022 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.03% | 0.07% | 0.10% | Q2 2013 | Q3 2018 | 22 |
Institute for Wealth Management, LLC. | 20 | 1 | 0.06% | 0.12% | 0.18% | Q2 2017 | Q3 2023 | 22 |
BANQUE PICTET & CIE SA | 16 | 6 | 0.00% | 0.03% | 0.09% | Q2 2017 | Q3 2023 | 22 |
DUPONT CAPITAL MANAGEMENT CORP | 19 | 3 | 0.00% | 0.04% | 0.08% | Q2 2017 | Q1 2023 | 22 |
HARRIS ASSOCIATES L P | 22 | 22 | 0.00% | 1.34% | 3.13% | Q1 2018 | Q2 2023 | 22 |
Gradient Investments LLC | 17 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 22 |
HARDING LOEVNER LP | 21 | 1 | 0.00% | 0.80% | 1.65% | Q2 2016 | Q3 2022 | 22 |
Venturi Wealth Management, LLC | 16 | 1 | 0.02% | 0.04% | 0.08% | Q2 2017 | Q3 2023 | 22 |
FAIRFIELD, BUSH & CO. | 14 | 1 | 0.06% | 0.36% | 1.04% | Q4 2014 | Q3 2023 | 22 |
TUDOR INVESTMENT CORP ET AL | 4 | 1 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 22 |
MCDONALD CAPITAL INVESTORS INC/CA | 22 | 22 | 0.29% | 7.14% | 10.62% | Q2 2018 | Q3 2023 | 22 |
BB BIOTECH AG | 22 | 22 | 0.82% | 2.73% | 3.46% | Q3 2013 | Q4 2018 | 22 |
South Dakota Investment Council | 22 | 22 | 0.01% | 0.03% | 0.13% | Q1 2018 | Q2 2023 | 22 |
Balentine LLC | 9 | 1 | 0.00% | 0.03% | 0.09% | Q4 2015 | Q3 2023 | 22 |
NEXT Financial Group, Inc | 9 | 1 | 0.00% | 0.05% | 0.14% | Q3 2014 | Q4 2021 | 22 |
TIEDEMANN ADVISORS, LLC | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
DSM CAPITAL PARTNERS LLC | 22 | 22 | 1.06% | 2.90% | 7.89% | Q4 2013 | Q1 2019 | 22 |
Valeo Financial Advisors, LLC | 18 | 4 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 22 |
Banco Santander, S.A. | 22 | 22 | 0.02% | 0.07% | 0.16% | Q2 2018 | Q3 2023 | 22 |
Cutter & CO Brokerage, Inc. | 22 | 22 | 0.50% | 1.18% | 2.21% | Q2 2018 | Q3 2023 | 22 |
Kendall Capital Management | 21 | 21 | 0.23% | 0.80% | 1.34% | Q3 2018 | Q3 2023 | 21 |
Sigma Planning Corp | 18 | 3 | 0.01% | 0.02% | 0.14% | Q1 2018 | Q3 2023 | 21 |
FIRST HAWAIIAN BANK | 21 | 21 | 0.04% | 0.08% | 0.12% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
CAPTRUST FINANCIAL ADVISORS | 20 | 1 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 21 |
Hudson Capital Management LLC | 20 | 1 | 0.21% | 1.06% | 1.90% | Q4 2017 | Q3 2023 | 21 |
Odey Asset Management Group Ltd | 14 | 7 | 0.08% | 0.40% | 1.13% | Q1 2016 | Q3 2021 | 21 |
Fieldpoint Private Securities, LLC | 21 | 21 | 0.00% | 0.07% | 0.20% | Q2 2017 | Q2 2022 | 21 |
Cetera Advisors LLC | 15 | 1 | 0.01% | 0.03% | 0.04% | Q3 2013 | Q3 2023 | 21 |
Kistler-Tiffany Companies, LLC | 20 | 1 | 0.00% | 0.02% | 0.09% | Q2 2016 | Q2 2023 | 21 |
TOBAM | 15 | 2 | 0.07% | 0.69% | 1.29% | Q1 2015 | Q3 2023 | 21 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.08% | 0.57% | Q4 2014 | Q3 2023 | 21 |
PRIVATE TRUST CO NA | 14 | 7 | 0.00% | 0.06% | 0.19% | Q1 2013 | Q3 2023 | 21 |
ALLSTATE CORP | 15 | 2 | 0.02% | 0.08% | 0.44% | Q3 2016 | Q3 2023 | 21 |
Nikko Asset Management Americas, Inc. | 19 | 2 | 0.03% | 0.36% | 0.86% | Q1 2016 | Q3 2023 | 21 |
JACOBS & CO/CA | 15 | 6 | 0.08% | 0.66% | 1.16% | Q3 2016 | Q3 2023 | 21 |
TWIN CAPITAL MANAGEMENT INC | 19 | 1 | 0.02% | 0.30% | 0.52% | Q2 2015 | Q3 2023 | 21 |
Jupiter Investment Management Ltd | 19 | 1 | 0.00% | 0.55% | 1.84% | Q4 2013 | Q2 2020 | 21 |
RATIONAL ADVISORS LLC | 7 | 1 | 0.00% | 0.06% | 0.57% | Q3 2012 | Q1 2023 | 21 |
WEDBUSH SECURITIES INC | 15 | 6 | 0.02% | 0.05% | 0.14% | Q2 2014 | Q3 2023 | 21 |
People's United Financial, Inc. | 9 | 3 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q1 2022 | 20 |
Simplicity Solutions, LLC | 9 | 1 | 0.01% | 0.08% | 0.25% | Q4 2015 | Q3 2023 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.13% | 0.28% | Q1 2018 | Q3 2023 | 20 |
Kovack Advisors, Inc. | 10 | 1 | 0.02% | 0.09% | 0.36% | Q4 2016 | Q3 2023 | 20 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 10 | 10 | 0.00% | 0.04% | 0.07% | Q2 2013 | Q2 2018 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.02% | 0.10% | Q4 2017 | Q3 2022 | 20 |
Sepio Capital, LP | 20 | 20 | 0.23% | 0.51% | 0.84% | Q4 2018 | Q3 2023 | 20 |
SCOTIA CAPITAL INC. | 13 | 1 | 0.00% | 0.02% | 0.07% | Q1 2018 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.01% | 0.03% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 12 | 1 | 0.06% | 0.31% | 1.55% | Q3 2013 | Q4 2019 | 20 |
OSSIAM | 20 | 20 | 0.00% | 0.10% | 0.53% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.08% | 0.11% | 0.16% | Q4 2018 | Q3 2023 | 20 |
EXANE DERIVATIVES | 11 | 9 | 0.00% | 0.03% | 0.17% | Q4 2014 | Q2 2022 | 20 |
OneDigital Investment Advisors LLC | 10 | 2 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 20 |
Aviance Capital Partners, LLC | 20 | 20 | 0.31% | 0.43% | 0.57% | Q2 2013 | Q1 2018 | 20 |
MayTech Global Investments, LLC | 19 | 1 | 0.00% | 0.30% | 3.59% | Q4 2017 | Q4 2022 | 20 |
Inspire Investing, LLC | 20 | 20 | 0.04% | 0.41% | 0.94% | Q4 2017 | Q3 2022 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.03% | 0.26% | 0.74% | Q4 2018 | Q3 2023 | 20 |
PIEDMONT INVESTMENT ADVISORS INC | 20 | 20 | 0.03% | 0.15% | 0.29% | Q2 2015 | Q1 2020 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.12% | 0.16% | 0.23% | Q2 2013 | Q1 2018 | 20 |
EXENCIAL WEALTH ADVISORS, LLC | 18 | 2 | 0.02% | 0.08% | 0.12% | Q3 2015 | Q3 2020 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.00% | 0.01% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q3 2020 | 20 |
DCF Advisers, LLC | 16 | 16 | 0.05% | 3.38% | 5.55% | Q4 2019 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2019 | 20 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11 | 3 | 0.04% | 0.16% | 0.52% | Q2 2013 | Q2 2023 | 20 |
Smithfield Trust Co | 14 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 20 |
WHITTIER TRUST CO OF NEVADA INC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Asset Dedication, LLC | 16 | 1 | 0.00% | 0.04% | 0.15% | Q4 2015 | Q3 2023 | 20 |
Kinneret Advisory, LLC | 20 | 20 | 0.05% | 0.07% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Lombard Odier Asset Management (Europe) Ltd | 16 | 1 | 0.02% | 0.04% | 0.13% | Q4 2014 | Q1 2023 | 20 |
Reynders McVeigh Capital Management, LLC | 20 | 20 | 0.01% | 0.05% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.09% | 0.15% | 0.26% | Q4 2017 | Q3 2022 | 20 |
Opus Point Partners Management, LLC | 20 | 20 | 1.03% | 2.25% | 3.84% | Q4 2014 | Q3 2019 | 20 |
Financial Architects, Inc | 13 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q2 2020 | 20 |
FIDUCIARY TRUST CO | 19 | 19 | 0.06% | 0.14% | 0.22% | Q1 2019 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.01% | 0.02% | 0.07% | Q1 2019 | Q3 2023 | 19 |
JOHNSON INVESTMENT COUNSEL INC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Summit X, LLC | 19 | 19 | 0.12% | 0.22% | 0.65% | Q1 2019 | Q3 2023 | 19 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 19 | 19 | 0.03% | 0.07% | 0.18% | Q2 2013 | Q4 2017 | 19 |
Magnus Financial Group LLC | 16 | 3 | 0.04% | 0.12% | 0.20% | Q4 2018 | Q3 2023 | 19 |
WRAPMANAGER INC | 19 | 19 | 0.09% | 0.18% | 0.28% | Q2 2016 | Q4 2020 | 19 |
Schonfeld Strategic Advisors LLC | 5 | 1 | 0.01% | 0.18% | 0.93% | Q4 2016 | Q3 2023 | 19 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 19 | 19 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q4 2017 | 19 |
Proficio Capital Partners LLC | 15 | 1 | 0.01% | 0.05% | 0.13% | Q4 2015 | Q3 2023 | 19 |
Odey Holdings AG | 14 | 5 | 0.71% | 4.01% | 6.80% | Q1 2016 | Q1 2021 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.64% | 1.06% | 1.78% | Q2 2013 | Q4 2017 | 19 |
Keudell/Morrison Wealth Management | 19 | 19 | 0.08% | 0.23% | 0.56% | Q1 2019 | Q3 2023 | 19 |
Icon Wealth Partners, LLC | 11 | 1 | 0.03% | 0.07% | 0.30% | Q4 2017 | Q3 2023 | 19 |
CenterStar Asset Management, LLC | 3 | 1 | 0.00% | 0.12% | 0.40% | Q4 2017 | Q1 2022 | 19 |
PRINCETON CAPITAL MANAGEMENT LLC | 11 | 8 | 0.04% | 0.21% | 0.62% | Q4 2017 | Q3 2023 | 19 |
Aspire Private Capital, LLC | 10 | 9 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q3 2023 | 19 |
Artisan Partners Limited Partnership | 19 | 19 | 0.79% | 1.58% | 1.97% | Q2 2013 | Q4 2017 | 19 |
RMB Capital Management, LLC | 12 | 2 | 0.01% | 0.02% | 0.12% | Q3 2013 | Q2 2019 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q2 2022 | 19 |
Altshuler Shaham Ltd | 15 | 1 | 0.00% | 0.03% | 0.31% | Q4 2017 | Q2 2023 | 19 |
Itau Unibanco Holding S.A. | 10 | 9 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 19 |
NewEdge Advisors, LLC | 9 | 1 | 0.00% | 0.02% | 0.07% | Q2 2017 | Q3 2023 | 19 |
Rehmann Capital Advisory Group | 12 | 7 | 0.00% | 0.03% | 0.07% | Q1 2018 | Q3 2023 | 19 |
Sequoia Financial Advisors, LLC | 8 | 3 | 0.01% | 0.03% | 0.12% | Q2 2015 | Q3 2023 | 19 |
Northeast Financial Consultants Inc | 19 | 19 | 0.03% | 0.07% | 0.09% | Q1 2019 | Q3 2023 | 19 |
HL FINANCIAL SERVICES LLC | 10 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2019 | 19 |
Engineers Gate Manager LP | 5 | 1 | 0.02% | 0.09% | 0.32% | Q1 2016 | Q3 2023 | 19 |
WealthTrust-Arizona, LLC | 13 | 6 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q3 2018 | 19 |
Harvest Fund Management Co., Ltd | 15 | 2 | 0.00% | 0.05% | 0.16% | Q2 2017 | Q3 2023 | 19 |
Ithaka Group | 19 | 19 | 1.74% | 3.17% | 4.60% | Q2 2013 | Q4 2017 | 19 |
Patriot Financial Group Insurance Agency, LLC | 13 | 6 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2022 | 19 |
Wealthfront Advisers LLC | 16 | 3 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 19 |
THOMPSON SIEGEL & WALMSLEY LLC | 10 | 8 | 0.00% | 0.07% | 0.16% | Q2 2016 | Q3 2023 | 18 |
USA FINANCIAL FORMULAS | 5 | 1 | 0.00% | 1.81% | 5.31% | Q3 2015 | Q3 2023 | 18 |
BRIGHTON JONES LLC | 13 | 5 | 0.01% | 0.04% | 0.08% | Q3 2013 | Q3 2023 | 18 |
Larson Financial Group LLC | 13 | 5 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 18 |
Connecticut Wealth Management, LLC | 18 | 18 | 0.03% | 0.06% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Brown Advisory Securities, LLC | 18 | 18 | 0.12% | 0.24% | 0.61% | Q1 2018 | Q2 2022 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2014 | 18 |
FIRST MERCANTILE TRUST CO | 14 | 1 | 0.01% | 0.10% | 0.17% | Q1 2014 | Q3 2021 | 18 |
Amica Retiree Medical Trust | 18 | 18 | 0.09% | 0.31% | 0.52% | Q2 2019 | Q3 2023 | 18 |
TELEMUS CAPITAL, LLC | 15 | 3 | 0.00% | 0.06% | 0.20% | Q2 2017 | Q3 2023 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q1 2021 | 18 |
BerganKDV Wealth Management, LLC | 18 | 18 | 0.00% | 0.02% | 0.14% | Q1 2019 | Q2 2023 | 18 |
Zurich Insurance Group Ltd/FI | 17 | 1 | 0.08% | 0.19% | 0.69% | Q3 2015 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.04% | 0.09% | 0.15% | Q2 2013 | Q3 2017 | 18 |
ICON ADVISERS INC/CO | 13 | 2 | 0.05% | 0.17% | 0.54% | Q2 2014 | Q3 2020 | 18 |
Sivik Global Healthcare LLC | 9 | 1 | 1.29% | 2.23% | 3.94% | Q1 2014 | Q3 2021 | 18 |
KCM INVESTMENT ADVISORS LLC | 18 | 18 | 0.02% | 0.04% | 0.06% | Q4 2013 | Q1 2018 | 18 |
STEVENS CAPITAL MANAGEMENT LP | 4 | 1 | 0.01% | 0.47% | 3.76% | Q2 2013 | Q1 2023 | 18 |
Glenview Trust Co | 18 | 18 | 0.02% | 0.07% | 0.12% | Q2 2019 | Q3 2023 | 18 |
CENTRAL BANK & TRUST CO | 15 | 3 | 0.00% | 0.37% | 1.02% | Q4 2018 | Q3 2023 | 18 |
Hartford Financial Management Inc. | 8 | 3 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 18 |
RAY GERALD L & ASSOCIATES LTD | 18 | 18 | 2.99% | 3.83% | 5.29% | Q2 2013 | Q3 2017 | 18 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.12% | 0.56% | Q4 2013 | Q2 2023 | 18 |
Cypress Capital Group | 6 | 1 | 0.04% | 0.10% | 0.21% | Q3 2013 | Q3 2023 | 18 |
Magnetar Financial LLC | 5 | 1 | 0.00% | 0.08% | 1.08% | Q3 2014 | Q2 2023 | 18 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 13 | 5 | 0.00% | 0.02% | 0.18% | Q4 2016 | Q3 2023 | 18 |
Lee Financial Co | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.09% | 0.24% | 0.36% | Q2 2019 | Q3 2023 | 18 |
EQUITABLE TRUST CO | 18 | 18 | 0.02% | 0.28% | 0.63% | Q2 2018 | Q3 2022 | 18 |
FRED ALGER MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.08% | 0.30% | Q2 2013 | Q3 2023 | 18 |
Parsec Financial Management, Inc. | 18 | 18 | 0.06% | 0.22% | 0.34% | Q4 2018 | Q1 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2017 | 18 |
WEALTHFRONT Corp | 17 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2018 | 18 |
AMICA MUTUAL INSURANCE CO | 18 | 18 | 0.09% | 0.29% | 0.50% | Q2 2019 | Q3 2023 | 18 |
GW HENSSLER & ASSOCIATES LTD | 18 | 18 | 0.66% | 1.02% | 1.86% | Q2 2019 | Q3 2023 | 18 |
AE Wealth Management LLC | 16 | 1 | 0.00% | 0.02% | 0.07% | Q4 2017 | Q3 2023 | 18 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 13 | 2 | 0.17% | 0.46% | 0.88% | Q1 2013 | Q4 2017 | 18 |
RELIANCE TRUST CO OF DELAWARE | 18 | 18 | 0.08% | 0.11% | 0.28% | Q3 2014 | Q4 2018 | 18 |
CAAS CAPITAL MANAGEMENT LP | 8 | 8 | 0.00% | 0.03% | 0.19% | Q1 2020 | Q4 2021 | 18 |
Catalyst Capital Advisors LLC | 12 | 1 | 0.00% | 0.16% | 0.89% | Q2 2015 | Q3 2023 | 17 |
SEEYOND | 17 | 17 | 0.01% | 0.34% | 0.68% | Q4 2018 | Q4 2022 | 17 |
CX Institutional | 12 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2022 | 17 |
Oak Asset Management, LLC | 7 | 1 | 0.21% | 0.58% | 0.85% | Q4 2017 | Q3 2023 | 17 |
Heritage Trust Co | 14 | 3 | 0.00% | 0.16% | 0.27% | Q2 2018 | Q3 2023 | 17 |
Grantham, Mayo, Van Otterloo & Co. LLC | 14 | 1 | 0.00% | 0.13% | 0.28% | Q2 2013 | Q3 2023 | 17 |
YorkBridge Wealth Partners, LLC | 17 | 17 | 0.38% | 0.60% | 1.05% | Q4 2016 | Q4 2020 | 17 |
Weiss Multi-Strategy Advisers LLC | 11 | 1 | 0.01% | 0.04% | 0.15% | Q4 2013 | Q3 2023 | 17 |
Snowden Capital Advisors LLC | 8 | 3 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 17 |
BREWIN DOLPHIN LTD | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2021 | 17 |
Lido Advisors, LLC | 14 | 3 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 17 |
Avalon Investment & Advisory | 16 | 1 | 0.01% | 0.08% | 0.32% | Q2 2017 | Q1 2023 | 17 |
Ellevest, Inc. | 17 | 17 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Lombard Odier Asset Management (Switzerland) SA | 4 | 1 | 0.02% | 0.09% | 0.49% | Q2 2014 | Q1 2023 | 17 |
Handelsbanken Fonder AB | 15 | 1 | 0.02% | 0.41% | 0.95% | Q4 2015 | Q3 2023 | 17 |
Westhampton Capital, LLC | 17 | 17 | 0.17% | 0.35% | 0.46% | Q3 2019 | Q3 2023 | 17 |
GENESEE VALLEY TRUST CO | 17 | 17 | 0.18% | 0.75% | 1.20% | Q1 2014 | Q1 2018 | 17 |
Rampart Investment Management Company, LLC | 17 | 17 | 0.03% | 0.13% | 0.27% | Q3 2016 | Q3 2020 | 17 |
Lagoda Investment Management, L.P. | 17 | 17 | 0.09% | 9.71% | 14.38% | Q4 2014 | Q4 2018 | 17 |
CULLEN/FROST BANKERS, INC. | 9 | 8 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 17 |
SEIZERT CAPITAL PARTNERS, LLC | 17 | 17 | 1.06% | 2.07% | 2.78% | Q3 2019 | Q3 2023 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.03% | 0.10% | 0.22% | Q1 2018 | Q1 2022 | 17 |
Apriem Advisors | 9 | 8 | 0.00% | 1.56% | 4.00% | Q1 2015 | Q3 2023 | 17 |
MONETARY MANAGEMENT GROUP INC | 10 | 1 | 0.01% | 0.17% | 0.47% | Q1 2015 | Q3 2023 | 17 |
Busey Bank | 17 | 17 | 0.07% | 0.10% | 0.18% | Q3 2019 | Q3 2023 | 17 |
Axiom Investment Management LLC | 17 | 17 | 0.17% | 0.64% | 1.50% | Q4 2018 | Q4 2022 | 17 |
Tortoise Investment Management, LLC | 15 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 17 |
CSS LLC/IL | 6 | 1 | 0.01% | 0.10% | 0.23% | Q4 2013 | Q1 2023 | 17 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 1 | 0.00% | 0.07% | 0.16% | Q4 2012 | Q1 2021 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.06% | 0.09% | 0.14% | Q2 2013 | Q2 2017 | 17 |
Penserra Capital Management LLC | 8 | 1 | 0.00% | 0.08% | 0.47% | Q4 2015 | Q3 2023 | 17 |
EXCHANGE TRADED CONCEPTS, LLC | 17 | 17 | 0.02% | 0.09% | 0.15% | Q4 2019 | Q4 2023 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2017 | 17 |
WASHINGTON TRUST Co | 16 | 1 | 0.00% | 0.26% | 0.72% | Q2 2018 | Q3 2023 | 17 |
CAPITAL INTERNATIONAL LTD /CA/ | 15 | 2 | 0.50% | 1.06% | 1.59% | Q1 2018 | Q3 2023 | 17 |
YHB Investment Advisors, Inc. | 17 | 17 | 0.04% | 0.05% | 0.08% | Q3 2019 | Q3 2023 | 17 |
AGF Investments LLC | 13 | 4 | 0.00% | 0.12% | 0.30% | Q1 2018 | Q2 2022 | 17 |
Virtu KCG Holdings LLC | 9 | 1 | 0.01% | 0.04% | 0.11% | Q3 2013 | Q2 2017 | 17 |
NIPPON LIFE INSURANCE CO | 17 | 17 | 0.03% | 0.04% | 0.06% | Q3 2013 | Q3 2017 | 17 |
PDT Partners, LLC | 8 | 1 | 0.02% | 0.49% | 1.18% | Q3 2013 | Q3 2023 | 17 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 17 | 17 | 0.09% | 0.19% | 0.34% | Q4 2013 | Q4 2017 | 17 |
Horizon Investments, LLC | 11 | 2 | 0.01% | 0.04% | 0.09% | Q1 2019 | Q3 2023 | 17 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.45% | 2.32% | Q1 2015 | Q3 2023 | 17 |
SRB CORP | 9 | 2 | 0.02% | 0.06% | 0.11% | Q4 2018 | Q3 2023 | 17 |
Decatur Capital Management, Inc. | 8 | 1 | 0.06% | 0.99% | 2.04% | Q2 2013 | Q3 2023 | 17 |
A.R.T. Advisors, LLC | 5 | 1 | 0.03% | 0.94% | 9.63% | Q2 2013 | Q2 2021 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q2 2023 | 17 |
HOWLAND CAPITAL MANAGEMENT LLC | 16 | 16 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
UMB Bank, n.a. | 14 | 2 | 0.01% | 0.03% | 0.15% | Q2 2017 | Q3 2023 | 16 |
CITIZENS FINANCIAL GROUP INC/RI | 10 | 1 | 0.00% | 0.22% | 0.42% | Q4 2015 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.06% | 0.32% | 0.46% | Q4 2019 | Q3 2023 | 16 |
Ancora Advisors LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Malaga Cove Capital, LLC | 16 | 16 | 0.50% | 0.80% | 1.26% | Q1 2018 | Q4 2021 | 16 |
Karani Asset Management LLC | 16 | 16 | 2.79% | 5.01% | 6.93% | Q4 2019 | Q3 2023 | 16 |
Pictet North America Advisors SA | 16 | 16 | 0.04% | 0.08% | 0.12% | Q4 2019 | Q3 2023 | 16 |
One Capital Management, LLC | 16 | 16 | 0.35% | 0.52% | 0.83% | Q4 2019 | Q3 2023 | 16 |
MASSMUTUAL TRUST CO FSB/ADV | 12 | 1 | 0.00% | 0.06% | 0.13% | Q4 2013 | Q4 2023 | 16 |
Laffer Tengler Investments, Inc. | 12 | 4 | 0.00% | 0.41% | 0.64% | Q2 2015 | Q3 2023 | 16 |
BAMCO INC /NY/ | 16 | 16 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q4 2017 | 16 |
J&P(CHINA)CAPITAL MANAGEMENT CO.,LTD | 16 | 16 | 0.00% | 1.30% | 3.16% | Q4 2014 | Q3 2018 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.01% | 0.22% | 0.45% | Q4 2019 | Q3 2023 | 16 |
Circle Wealth Management, LLC | 8 | 8 | 0.02% | 0.22% | 0.58% | Q1 2019 | Q3 2023 | 16 |
FIRST NATIONAL BANK OF OMAHA | 16 | 16 | 0.03% | 0.25% | 0.37% | Q4 2019 | Q3 2023 | 16 |
Geneva Advisors, LLC | 16 | 16 | 0.04% | 0.91% | 1.63% | Q3 2013 | Q2 2017 | 16 |
ANDERSON HOAGLAND & CO | 9 | 3 | 0.20% | 0.41% | 0.60% | Q1 2016 | Q3 2023 | 16 |
Capital International, Inc./CA/ | 15 | 1 | 0.16% | 0.40% | 0.82% | Q2 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.04% | 0.13% | 0.26% | Q4 2019 | Q3 2023 | 16 |
XML Financial, LLC | 16 | 16 | 0.08% | 0.11% | 0.18% | Q4 2019 | Q3 2023 | 16 |
Great Diamond Partners, LLC | 16 | 16 | 0.12% | 0.17% | 0.28% | Q4 2019 | Q3 2023 | 16 |
Capital Analysts, LLC | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.03% | 0.13% | 0.25% | Q4 2019 | Q3 2023 | 16 |
SKBA CAPITAL MANAGEMENT LLC | 16 | 16 | 0.04% | 0.09% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.02% | 0.66% | 1.00% | Q4 2019 | Q3 2023 | 16 |
XR Securities LLC | 4 | 2 | 0.02% | 0.07% | 0.26% | Q1 2019 | Q3 2023 | 16 |
DELTA FINANCIAL ADVISORS LLC | 16 | 16 | 0.09% | 0.37% | 0.52% | Q4 2019 | Q3 2023 | 16 |
BDO Wealth Advisors, LLC | 12 | 1 | 0.00% | 0.13% | 0.28% | Q2 2017 | Q2 2023 | 16 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 15 | 1 | 0.00% | 0.05% | 0.06% | Q3 2015 | Q3 2023 | 16 |
Belpointe Asset Management LLC | 16 | 16 | 0.02% | 0.07% | 0.22% | Q4 2019 | Q3 2023 | 16 |
Veracity Capital LLC | 16 | 16 | 1.00% | 2.11% | 2.80% | Q4 2019 | Q3 2023 | 16 |
Krensavage Asset Management, LLC | 16 | 16 | 11.60% | 13.89% | 16.10% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.01% | 0.05% | 0.18% | Q4 2019 | Q3 2023 | 16 |
AGF INVESTMENTS INC. | 8 | 1 | 0.00% | 0.31% | 0.88% | Q3 2014 | Q4 2021 | 16 |
Pflug Koory, LLC | 16 | 16 | 0.14% | 0.40% | 0.52% | Q4 2019 | Q3 2023 | 16 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.02% | 0.07% | Q4 2019 | Q3 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.04% | 0.34% | 0.90% | Q2 2013 | Q1 2017 | 16 |
Cardinal Capital Management | 16 | 16 | 0.68% | 1.03% | 1.29% | Q4 2019 | Q3 2023 | 16 |
ROTHSCHILD INVESTMENT LLC /IL | 16 | 16 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
SRS Capital Advisors, Inc. | 9 | 7 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 16 |
MERCER GLOBAL ADVISORS INC /ADV | 16 | 16 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
MOODY LYNN & LIEBERSON, LLC | 5 | 1 | 0.02% | 0.35% | 0.89% | Q2 2015 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Murphy Pohlad Asset Management LLC | 15 | 15 | 0.56% | 0.90% | 1.13% | Q1 2020 | Q3 2023 | 15 |
NJ State Employees Deferred Compensation Plan | 15 | 15 | 0.03% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Soltis Investment Advisors LLC | 15 | 15 | 0.05% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 15 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 15 | 15 | 0.00% | 0.03% | 0.20% | Q1 2020 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.09% | 0.12% | 0.18% | Q2 2013 | Q4 2016 | 15 |
RAINIER INVESTMENT MANAGEMENT LLC | 11 | 4 | 0.14% | 0.61% | 1.07% | Q2 2013 | Q3 2017 | 15 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 15 | 15 | 0.13% | 2.19% | 3.13% | Q4 2014 | Q2 2018 | 15 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 4 | 1 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q2 2018 | 15 |
MADISON WEALTH MANAGEMENT | 15 | 15 | 0.32% | 0.44% | 0.65% | Q1 2020 | Q3 2023 | 15 |
BI Asset Management Fondsmaeglerselskab A/S | 14 | 1 | 0.01% | 0.41% | 0.88% | Q4 2019 | Q3 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.12% | 0.19% | 0.28% | Q2 2013 | Q4 2016 | 15 |
GLOBEFLEX CAPITAL L P | 15 | 15 | 0.01% | 0.07% | 0.16% | Q1 2020 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.05% | 0.17% | 0.29% | Q2 2013 | Q4 2016 | 15 |
Symmetry Partners, LLC | 15 | 15 | 0.02% | 0.06% | 0.11% | Q2 2020 | Q4 2023 | 15 |
LORD, ABBETT & CO. LLC | 9 | 1 | 0.01% | 0.08% | 0.17% | Q3 2013 | Q2 2020 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.07% | 0.17% | 0.27% | Q2 2013 | Q4 2016 | 15 |
Rossmore Private Capital | 15 | 15 | 0.04% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Graypoint LLC | 15 | 15 | 0.05% | 0.09% | 0.22% | Q1 2020 | Q3 2023 | 15 |
AUGUSTINE ASSET MANAGEMENT INC | 15 | 15 | 1.16% | 1.63% | 2.10% | Q1 2020 | Q3 2023 | 15 |
Blume Capital Management, Inc. | 6 | 2 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q2 2021 | 15 |
FineMark National Bank & Trust | 14 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q2 2023 | 15 |
Ethic Inc. | 15 | 15 | 0.06% | 0.13% | 0.21% | Q1 2020 | Q3 2023 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.09% | 0.17% | 0.31% | Q1 2020 | Q3 2023 | 15 |
Capital International Sarl | 15 | 15 | 0.12% | 0.57% | 1.25% | Q1 2020 | Q3 2023 | 15 |
LEUTHOLD GROUP, LLC | 6 | 4 | 0.40% | 0.68% | 1.20% | Q3 2018 | Q2 2023 | 15 |
Pendal Group Ltd | 6 | 1 | 0.00% | 0.18% | 0.92% | Q3 2017 | Q4 2022 | 15 |
BRAUN STACEY ASSOCIATES INC | 9 | 6 | 0.51% | 0.69% | 1.06% | Q3 2015 | Q3 2023 | 15 |
Caption Management, LLC | 2 | 1 | 0.02% | 0.24% | 0.72% | Q2 2019 | Q3 2023 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.09% | 0.14% | 0.20% | Q2 2013 | Q4 2016 | 15 |
Greenwich Wealth Management LLC | 15 | 15 | 0.61% | 1.19% | 1.92% | Q1 2020 | Q3 2023 | 15 |
HANCOCK WHITNEY CORP | 10 | 5 | 0.02% | 0.22% | 0.37% | Q3 2018 | Q3 2023 | 15 |
Tidal Investments LLC | 15 | 15 | 0.02% | 0.10% | 0.23% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2016 | 15 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 15 | 15 | 0.06% | 0.10% | 0.19% | Q1 2020 | Q3 2023 | 15 |
NEW CENTURY INVESTMENT MANAGEMENT, INC | 15 | 15 | 0.43% | 0.78% | 2.01% | Q2 2013 | Q4 2016 | 15 |
BlackRock Group LTD | 15 | 15 | 0.09% | 0.13% | 0.18% | Q2 2013 | Q4 2016 | 15 |
Quantitative Investment Management, LLC | 4 | 1 | 0.01% | 0.54% | 2.52% | Q3 2013 | Q3 2023 | 15 |
FORSTA AP-FONDEN | 15 | 15 | 0.15% | 0.20% | 0.23% | Q1 2020 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.01% | 0.01% | 0.02% | Q3 2011 | Q3 2015 | 15 |
Bedell Frazier Investment Counselling, LLC | 15 | 15 | 0.84% | 1.74% | 2.54% | Q1 2020 | Q3 2023 | 15 |
Solstein Capital, LLC | 11 | 4 | 0.02% | 0.14% | 0.39% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
ASHFORD CAPITAL MANAGEMENT INC | 15 | 15 | 0.04% | 0.09% | 0.21% | Q1 2020 | Q3 2023 | 15 |
New England Research & Management, Inc. | 9 | 1 | 0.20% | 0.38% | 0.66% | Q4 2013 | Q2 2023 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.09% | 0.15% | 0.21% | Q3 2016 | Q1 2020 | 15 |
PERSONAL CFO SOLUTIONS, LLC | 9 | 6 | 0.08% | 0.16% | 0.33% | Q3 2019 | Q3 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.02% | 0.03% | Q2 2016 | Q4 2019 | 15 |
LSV ASSET MANAGEMENT | 15 | 15 | 0.01% | 0.21% | 0.45% | Q3 2019 | Q1 2023 | 15 |
IEQ CAPITAL, LLC | 11 | 4 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 15 |
PATTEN & PATTEN INC/TN | 15 | 15 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q3 2023 | 15 |
C M BIDWELL & ASSOCIATES LTD | 4 | 2 | 0.06% | 0.34% | 0.96% | Q1 2016 | Q2 2022 | 15 |
American Money Management, LLC | 14 | 14 | 0.12% | 0.22% | 0.35% | Q2 2015 | Q3 2018 | 14 |
PIN OAK INVESTMENT ADVISORS INC | 14 | 14 | 0.01% | 0.13% | 0.22% | Q4 2017 | Q1 2021 | 14 |
FIRST CITIZENS BANK & TRUST CO | 11 | 1 | 0.01% | 0.12% | 0.18% | Q2 2013 | Q4 2022 | 14 |
WADE G W & INC | 14 | 14 | 0.04% | 0.07% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Stratos Wealth Partners, LTD. | 5 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 14 |
ALTFEST L J & CO INC | 11 | 3 | 0.10% | 0.12% | 0.14% | Q2 2019 | Q3 2023 | 14 |
Rock Springs Capital Management LP | 12 | 2 | 0.33% | 0.42% | 0.52% | Q1 2014 | Q3 2017 | 14 |
FinTrust Capital Advisors, LLC | 12 | 2 | 0.01% | 0.19% | 0.35% | Q4 2018 | Q3 2023 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q3 2016 | 14 |
OAK ASSOCIATES LTD /OH/ | 14 | 14 | 0.06% | 0.27% | 0.67% | Q2 2020 | Q3 2023 | 14 |
Capital Investment Counsel, Inc | 8 | 1 | 0.04% | 0.08% | 0.19% | Q3 2016 | Q3 2023 | 14 |
AlphaCrest Capital Management LLC | 14 | 14 | 0.05% | 0.14% | 0.24% | Q2 2019 | Q3 2022 | 14 |
DELTA LLOYD NV | 14 | 14 | 0.01% | 0.07% | 0.28% | Q2 2013 | Q3 2016 | 14 |
COLDSTREAM CAPITAL MANAGEMENT INC | 5 | 1 | 0.01% | 0.03% | 0.07% | Q4 2014 | Q3 2023 | 14 |
FULLER & THALER ASSET MANAGEMENT, INC. | 9 | 2 | 0.00% | 0.04% | 0.42% | Q2 2013 | Q2 2018 | 14 |
Legacy Financial Advisors, Inc. | 8 | 6 | 0.00% | 0.04% | 0.11% | Q4 2017 | Q3 2023 | 14 |
First Personal Financial Services | 14 | 14 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2019 | 14 |
OAKBROOK INVESTMENTS LLC | 5 | 1 | 0.01% | 0.16% | 0.80% | Q2 2013 | Q1 2020 | 14 |
USS Investment Management Ltd | 14 | 14 | 0.02% | 0.11% | 0.21% | Q2 2020 | Q3 2023 | 14 |
CI INVESTMENTS INC. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
KLINGENSTEIN FIELDS & CO LP | 12 | 2 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.07% | 0.17% | 0.37% | Q2 2020 | Q3 2023 | 14 |
Edgewood Management | 14 | 14 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2016 | 14 |
STRATEGY ASSET MANAGERS LLC | 6 | 1 | 0.00% | 0.32% | 0.74% | Q1 2015 | Q3 2023 | 14 |
HUSSMAN STRATEGIC ADVISORS, INC. | 8 | 6 | 0.30% | 0.74% | 1.11% | Q1 2019 | Q3 2023 | 14 |
Atlas Private Wealth Advisors | 14 | 14 | 0.00% | 0.30% | 0.51% | Q2 2020 | Q3 2023 | 14 |
Clarius Group, LLC | 14 | 14 | 0.03% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.06% | 0.13% | 0.22% | Q2 2013 | Q3 2016 | 14 |
SALEM INVESTMENT COUNSELORS INC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 14 |
Royal Fund Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2020 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Centerpoint Advisors, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 14 |
Sculati Wealth Management, LLC | 14 | 14 | 0.40% | 0.70% | 0.95% | Q2 2020 | Q3 2023 | 14 |
Lipe & Dalton | 10 | 4 | 0.06% | 0.15% | 0.32% | Q1 2019 | Q3 2023 | 14 |
Lenox Wealth Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2022 | 14 |
Jump Trading, LLC | 3 | 1 | 0.00% | 0.02% | 0.12% | Q3 2014 | Q2 2016 | 14 |
Financial Management Professionals, Inc. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Calvert Investment Management, Inc. | 14 | 14 | 0.01% | 0.06% | 0.10% | Q3 2013 | Q4 2016 | 14 |
Hillsdale Investment Management Inc. | 10 | 2 | 0.00% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 14 |
GIRARD PARTNERS LTD. | 11 | 1 | 0.01% | 0.51% | 1.03% | Q2 2017 | Q3 2023 | 14 |
REILLY FINANCIAL ADVISORS, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 14 |
Vectors Research Management, LLC | 11 | 3 | 0.00% | 0.16% | 0.28% | Q4 2019 | Q3 2023 | 14 |
Allworth Financial LP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 14 |
M&G INVESTMENT MANAGEMENT LTD | 14 | 14 | 0.00% | 0.03% | 0.10% | Q4 2019 | Q1 2023 | 14 |
Strategic Blueprint, LLC | 11 | 1 | 0.04% | 0.41% | 0.92% | Q2 2020 | Q3 2023 | 14 |
NCM Capital Advisers, Inc. | 14 | 14 | 1.09% | 1.59% | 2.65% | Q2 2013 | Q3 2016 | 14 |
BRINKER CAPITAL INC | 12 | 2 | 0.10% | 0.18% | 0.28% | Q4 2016 | Q2 2020 | 14 |
EVOKE WEALTH, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2023 | 14 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 7 | 7 | 0.07% | 0.23% | 1.12% | Q2 2013 | Q4 2022 | 14 |
Bank Julius Baer & Co. Ltd, Zurich | 14 | 14 | 0.00% | 0.18% | 0.53% | Q2 2020 | Q3 2023 | 14 |
HBK INVESTMENTS L P | 8 | 1 | 0.01% | 0.14% | 0.40% | Q2 2013 | Q4 2019 | 14 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13 | 1 | 0.16% | 0.37% | 0.56% | Q4 2019 | Q3 2023 | 14 |
NuWave Investment Management, LLC | 12 | 2 | 0.00% | 0.41% | 1.83% | Q2 2018 | Q4 2021 | 14 |
Illinois Municipal Retirement Fund | 14 | 14 | 0.15% | 0.32% | 0.56% | Q2 2020 | Q3 2023 | 14 |
Thomas J. Herzfeld Advisors, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Varma Mutual Pension Insurance Co | 14 | 14 | 0.03% | 0.13% | 0.24% | Q2 2020 | Q3 2023 | 14 |
GLG LLC | 11 | 3 | 0.00% | 0.11% | 0.23% | Q1 2014 | Q3 2017 | 14 |
Kingsview Wealth Management, LLC | 8 | 6 | 0.02% | 0.03% | 0.07% | Q1 2020 | Q3 2023 | 14 |
SpiderRock Advisors, LLC | 6 | 3 | 0.02% | 0.15% | 0.53% | Q1 2017 | Q3 2023 | 14 |
Williams Jones Wealth Management, LLC. | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
QUANTRES ASSET MANAGEMENT Ltd | 9 | 1 | 0.13% | 0.63% | 1.76% | Q2 2014 | Q1 2019 | 14 |
Wealthstreet Investment Advisors, LLC | 14 | 14 | 1.67% | 2.23% | 2.96% | Q4 2017 | Q1 2021 | 14 |
OppenheimerFunds, Inc. | 14 | 14 | 0.00% | 0.02% | 0.07% | Q4 2015 | Q1 2019 | 14 |
Woodline Partners LP | 12 | 2 | 0.26% | 1.06% | 1.95% | Q1 2020 | Q3 2023 | 14 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.02% | 0.06% | Q3 2020 | Q3 2023 | 13 |
BALDWIN BROTHERS LLC/MA | 13 | 13 | 0.00% | 0.43% | 0.86% | Q1 2020 | Q1 2023 | 13 |
Temasek Holdings (Private) Ltd | 13 | 13 | 0.24% | 0.38% | 0.56% | Q4 2015 | Q4 2018 | 13 |
INTRUST BANK NA | 13 | 13 | 0.03% | 0.10% | 0.17% | Q3 2020 | Q3 2023 | 13 |
ATWOOD & PALMER INC | 13 | 13 | 0.01% | 1.92% | 3.27% | Q3 2020 | Q3 2023 | 13 |
M&R CAPITAL MANAGEMENT INC | 13 | 13 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q4 2023 | 13 |
SHIKIAR ASSET MANAGEMENT INC | 10 | 3 | 0.26% | 0.90% | 2.64% | Q2 2020 | Q3 2023 | 13 |
CHICAGO EQUITY PARTNERS LLC | 7 | 1 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q1 2020 | 13 |
HARVEY CAPITAL MANAGEMENT INC | 11 | 2 | 0.10% | 2.93% | 4.08% | Q2 2020 | Q3 2023 | 13 |
SHEETS SMITH WEALTH MANAGEMENT | 12 | 1 | 0.03% | 0.06% | 0.31% | Q2 2017 | Q3 2023 | 13 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5 | 1 | 0.00% | 0.07% | 0.30% | Q4 2017 | Q3 2023 | 13 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 13 | 13 | 0.12% | 0.16% | 0.24% | Q1 2014 | Q1 2017 | 13 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 10 | 3 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 13 |
CIBC BANK USA | 10 | 3 | 0.06% | 0.10% | 0.14% | Q3 2013 | Q4 2019 | 13 |
Douglass Winthrop Advisors, LLC | 7 | 1 | 0.01% | 0.12% | 0.24% | Q2 2013 | Q2 2022 | 13 |
Scott & Selber, Inc. | 6 | 3 | 0.65% | 1.56% | 2.08% | Q2 2013 | Q3 2020 | 13 |
Jaffetilchin Investment Partners, LLC | 4 | 1 | 0.02% | 0.11% | 0.27% | Q2 2013 | Q3 2023 | 13 |
J.W. COLE ADVISORS, INC. | 13 | 13 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2018 | 13 |
Dynamic Capital Management Ltd | 8 | 1 | 0.10% | 0.24% | 0.46% | Q2 2013 | Q3 2018 | 13 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 7 | 6 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q2 2018 | 13 |
Psagot Value Holdings Ltd. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2021 | 13 |
ZEKE CAPITAL ADVISORS, LLC | 7 | 2 | 0.02% | 0.06% | 0.14% | Q2 2017 | Q4 2022 | 13 |
Live Your Vision, LLC | 11 | 2 | 0.06% | 0.09% | 0.12% | Q3 2015 | Q1 2019 | 13 |
Gilman Hill Asset Management, LLC | 11 | 1 | 0.07% | 0.62% | 0.96% | Q3 2018 | Q3 2023 | 13 |
Newman Dignan & Sheerar, Inc. | 8 | 1 | 0.07% | 0.14% | 0.19% | Q3 2014 | Q3 2023 | 13 |
Waldron Private Wealth LLC | 10 | 3 | 0.01% | 0.10% | 0.17% | Q4 2014 | Q3 2023 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
CG Asset Management LLC | 13 | 13 | 0.99% | 1.62% | 2.53% | Q4 2013 | Q4 2016 | 13 |
Plancorp, LLC | 13 | 13 | 0.03% | 0.12% | 0.43% | Q3 2020 | Q3 2023 | 13 |
Point72 Asset Management, L.P. | 3 | 1 | 0.00% | 0.32% | 0.79% | Q2 2014 | Q3 2023 | 13 |
Trust Asset Management LLC | 13 | 13 | 0.05% | 0.09% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Caprock Group, LLC | 10 | 3 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 13 |
Ironwood Financial, llc | 13 | 13 | 0.02% | 0.04% | 0.07% | Q3 2018 | Q3 2021 | 13 |
FORT, L.P. | 13 | 13 | 0.13% | 0.45% | 0.88% | Q3 2020 | Q3 2023 | 13 |
Analyst IMS Investment Management Services Ltd. | 12 | 1 | 0.01% | 0.12% | 0.21% | Q3 2018 | Q3 2023 | 13 |
ETF MANAGERS GROUP, LLC | 12 | 1 | 0.01% | 0.02% | 0.13% | Q1 2016 | Q1 2023 | 13 |
Kovitz Investment Group Partners, LLC | 5 | 1 | 0.00% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 13 |
PHYSICIANS FINANCIAL SERVICES, INC. | 9 | 1 | 0.03% | 0.09% | 0.14% | Q4 2015 | Q3 2023 | 13 |
Copperwynd Financial, LLC | 9 | 4 | 0.13% | 0.24% | 0.34% | Q2 2020 | Q3 2023 | 13 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 3 | 0.02% | 0.03% | 0.07% | Q2 2018 | Q1 2023 | 13 |
McAdam, LLC | 10 | 3 | 0.00% | 0.14% | 0.22% | Q1 2018 | Q3 2023 | 13 |
Qube Research & Technologies Ltd | 7 | 1 | 0.01% | 0.17% | 0.43% | Q3 2018 | Q3 2023 | 13 |
Sound Income Strategies, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Integrated Wealth Concepts LLC | 10 | 3 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
MinichMacGregor Wealth Management, LLC | 11 | 2 | 0.01% | 0.05% | 0.14% | Q1 2016 | Q1 2023 | 13 |
MIROVA | 13 | 13 | 0.01% | 0.09% | 0.15% | Q3 2020 | Q3 2023 | 13 |
Cornerstone Advisors, LLC | 7 | 6 | 0.07% | 0.27% | 0.40% | Q2 2020 | Q3 2023 | 13 |
PACES FERRY WEALTH ADVISORS, LLC | 13 | 13 | 0.29% | 0.38% | 0.48% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Jackson Creek Investment Advisors LLC | 13 | 13 | 0.22% | 0.35% | 0.54% | Q3 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.04% | 0.20% | 0.66% | Q3 2020 | Q3 2023 | 13 |
DELTA ASSET MANAGEMENT LLC/TN | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2022 | 13 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 13 | 13 | 0.57% | 1.15% | 2.10% | Q2 2013 | Q2 2016 | 13 |
IBERIABANK CORP | 7 | 1 | 0.03% | 0.24% | 0.65% | Q4 2014 | Q2 2020 | 13 |
Railway Pension Investments Ltd | 8 | 4 | 0.08% | 0.47% | 1.16% | Q1 2020 | Q3 2023 | 12 |
Laidlaw Wealth Management LLC | 10 | 2 | 0.04% | 0.07% | 0.10% | Q3 2020 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Ipswich Investment Management Co., Inc. | 7 | 1 | 0.01% | 0.09% | 0.14% | Q3 2013 | Q3 2023 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.08% | 0.10% | 0.14% | Q2 2013 | Q1 2016 | 12 |
Manchester Capital Management LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 12 |
Wealthspire Advisors, LLC | 7 | 1 | 0.00% | 0.03% | 0.10% | Q4 2018 | Q3 2023 | 12 |
Tamar Securities, LLC | 11 | 1 | 1.86% | 2.49% | 3.53% | Q2 2020 | Q3 2023 | 12 |
KANALY TRUST CO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2016 | 12 |
Zions Bancorporation | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2018 | 12 |
BRYN MAWR TRUST Co | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
ExodusPoint Capital Management, LP | 6 | 1 | 0.01% | 0.07% | 0.22% | Q4 2018 | Q2 2023 | 12 |
HHM Wealth Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 12 |
McLean Asset Management Corp | 11 | 1 | 0.08% | 0.12% | 0.19% | Q4 2020 | Q4 2023 | 12 |
Polar Capital Holdings Plc | 12 | 12 | 0.22% | 0.48% | 0.81% | Q4 2020 | Q3 2023 | 12 |
ZACKS INVESTMENT MANAGEMENT | 10 | 1 | 0.00% | 0.05% | 0.13% | Q4 2014 | Q2 2023 | 12 |
FORVIS Wealth Advisors, LLC | 10 | 2 | 0.02% | 0.07% | 0.11% | Q1 2020 | Q3 2023 | 12 |
Bronte Capital Management Pty Ltd. | 12 | 12 | 1.45% | 8.20% | 13.00% | Q4 2020 | Q3 2023 | 12 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q2 2022 | 12 |
Aberdeen Wealth Management LLC | 10 | 2 | 0.14% | 0.19% | 0.26% | Q1 2020 | Q3 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.17% | 0.25% | 0.33% | Q4 2020 | Q3 2023 | 12 |
J. Goldman & Co LP | 6 | 6 | 0.07% | 0.48% | 1.32% | Q2 2022 | Q3 2023 | 12 |
Trexquant Investment LP | 3 | 1 | 0.04% | 0.21% | 0.52% | Q1 2015 | Q4 2021 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.06% | 0.14% | 0.21% | Q2 2013 | Q1 2016 | 12 |
Hudson Canyon Capital Management | 12 | 12 | 1.29% | 1.72% | 2.10% | Q4 2020 | Q3 2023 | 12 |
Columbia Asset Management | 6 | 3 | 0.05% | 0.10% | 0.20% | Q3 2018 | Q3 2023 | 12 |
DEERE & CO | 11 | 1 | 0.01% | 0.12% | 0.27% | Q3 2013 | Q3 2016 | 12 |
AIA Group Ltd | 12 | 12 | 0.03% | 0.13% | 0.30% | Q4 2020 | Q3 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.02% | 0.05% | 0.17% | Q4 2016 | Q3 2019 | 12 |
Boulegeris Investments, Inc. | 12 | 12 | 0.16% | 0.26% | 0.44% | Q3 2015 | Q2 2018 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.02% | 0.04% | 0.13% | Q4 2016 | Q3 2019 | 12 |
Natixis Investment Managers International | 4 | 2 | 0.01% | 0.05% | 0.11% | Q2 2015 | Q2 2022 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.02% | 0.04% | 0.13% | Q4 2016 | Q3 2019 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.02% | 0.04% | 0.13% | Q4 2016 | Q3 2019 | 12 |
TEALWOOD ASSET MANAGEMENT INC | 10 | 2 | 0.44% | 0.72% | 0.95% | Q4 2020 | Q4 2023 | 12 |
TOTH FINANCIAL ADVISORY CORP | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q1 2021 | 12 |
Marshall Wace North America L.P. | 4 | 1 | 0.00% | 0.10% | 0.49% | Q4 2013 | Q3 2021 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
BANCED CORP | 12 | 12 | 0.24% | 0.79% | 1.32% | Q3 2013 | Q2 2016 | 12 |
JAG CAPITAL MANAGEMENT, LLC | 10 | 1 | 0.03% | 2.16% | 3.49% | Q3 2013 | Q3 2023 | 12 |
Apollon Wealth Management, LLC | 11 | 1 | 0.01% | 0.07% | 0.16% | Q2 2020 | Q3 2023 | 12 |
Mezzasalma Advisors, LLC | 12 | 12 | 0.31% | 1.04% | 1.57% | Q4 2020 | Q3 2023 | 12 |
Corient Capital Partners, LLC | 12 | 12 | 0.04% | 0.08% | 0.14% | Q4 2019 | Q3 2022 | 12 |
FINANCIAL COUNSELORS INC | 11 | 1 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q1 2019 | 12 |
BLUESTEIN R H & CO LLC | 10 | 1 | 0.01% | 0.20% | 0.88% | Q1 2014 | Q3 2022 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q3 2021 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.05% | 0.08% | 0.13% | Q2 2013 | Q1 2016 | 12 |
HANSEATIC MANAGEMENT SERVICES INC | 6 | 1 | 0.02% | 0.79% | 1.48% | Q2 2013 | Q3 2020 | 12 |
ATTICUS WEALTH MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q4 2022 | 12 |
Estabrook Capital Management | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 12 | 12 | 0.18% | 0.29% | 0.47% | Q4 2020 | Q3 2023 | 12 |
QUEST INVESTMENT MANAGEMENT LLC | 8 | 4 | 0.02% | 0.89% | 1.86% | Q1 2014 | Q1 2018 | 12 |
THOMPSON DAVIS & CO., INC. | 8 | 1 | 0.01% | 0.03% | 0.18% | Q4 2013 | Q3 2017 | 12 |
Ziegler Capital Management, LLC | 12 | 12 | 0.01% | 0.23% | 0.32% | Q4 2020 | Q3 2023 | 12 |
CABOT WEALTH MANAGEMENT INC | 12 | 12 | 0.35% | 0.86% | 1.23% | Q4 2013 | Q3 2016 | 12 |
Bogart Wealth, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
WOODSTOCK CORP | 12 | 12 | 0.04% | 0.22% | 0.41% | Q1 2021 | Q4 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
MILES CAPITAL, INC. | 6 | 6 | 0.14% | 0.22% | 0.30% | Q1 2016 | Q2 2019 | 12 |
NewSquare Capital LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.11% | 0.27% | 0.33% | Q4 2020 | Q3 2023 | 12 |
GAMCO INVESTORS, INC. ET AL | 10 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2017 | 12 |
Grove Bank & Trust | 4 | 4 | 0.01% | 0.05% | 0.17% | Q4 2016 | Q3 2023 | 12 |
Palouse Capital Management, Inc. | 11 | 11 | 0.65% | 1.35% | 6.89% | Q1 2021 | Q3 2023 | 11 |
First Western Capital Management Co | 8 | 3 | 0.19% | 0.58% | 0.97% | Q4 2013 | Q4 2016 | 11 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 11 |
DG CAPITAL MANAGEMENT INC | 10 | 1 | 0.81% | 1.50% | 2.36% | Q3 2013 | Q3 2016 | 11 |
FULTON BANK, N.A. | 11 | 11 | 0.07% | 0.13% | 0.18% | Q2 2021 | Q4 2023 | 11 |
Clear Harbor Asset Management, LLC | 11 | 11 | 0.02% | 0.15% | 0.21% | Q1 2021 | Q3 2023 | 11 |
Stonebridge Capital Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 11 |
PINNACLE FINANCIAL PARTNERS INC | 11 | 11 | 0.14% | 0.20% | 0.28% | Q2 2013 | Q4 2015 | 11 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 6 | 5 | 0.03% | 0.18% | 0.37% | Q3 2020 | Q3 2023 | 11 |
Westside Investment Management, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
TURNER INVESTMENTS LLC | 11 | 11 | 0.24% | 0.57% | 1.04% | Q2 2013 | Q4 2015 | 11 |
Alyeska Investment Group, L.P. | 3 | 1 | 0.01% | 0.36% | 0.60% | Q2 2013 | Q2 2023 | 11 |
British Airways Pensions Investment Management Ltd | 8 | 3 | 0.39% | 0.65% | 0.95% | Q4 2014 | Q3 2020 | 11 |
HARVEST VOLATILITY MANAGEMENT LLC | 11 | 11 | 0.00% | 0.36% | 0.68% | Q4 2020 | Q2 2023 | 11 |
EVERGREEN CAPITAL MANAGEMENT LLC | 11 | 11 | 0.11% | 0.18% | 0.26% | Q1 2021 | Q3 2023 | 11 |
Ohio National Investments, Inc. | 11 | 11 | 0.24% | 0.33% | 0.43% | Q2 2013 | Q4 2015 | 11 |
MYDA Advisors LLC | 3 | 3 | 0.40% | 2.08% | 8.30% | Q1 2020 | Q1 2023 | 11 |
Concert Wealth Management Inc. | 11 | 11 | 0.04% | 0.05% | 0.07% | Q3 2014 | Q1 2017 | 11 |
Euclid Advisors LLC | 6 | 2 | 0.03% | 0.10% | 0.22% | Q2 2013 | Q2 2016 | 11 |
PARK AVENUE SECURITIES LLC | 10 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 11 |
Barrett Asset Management, LLC | 10 | 1 | 0.00% | 0.08% | 0.12% | Q4 2017 | Q1 2022 | 11 |
Avitas Wealth Management LLC | 6 | 1 | 0.07% | 0.56% | 1.70% | Q1 2019 | Q3 2023 | 11 |
Berger Financial Group, Inc | 11 | 11 | 0.03% | 0.31% | 0.86% | Q1 2021 | Q3 2023 | 11 |
Pinnacle Wealth Planning Services, Inc. | 10 | 1 | 0.03% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.12% | 0.14% | 0.17% | Q4 2020 | Q3 2023 | 11 |
GoalVest Advisory LLC | 8 | 3 | 0.00% | 0.09% | 0.36% | Q4 2020 | Q4 2023 | 11 |
Covington Capital Management | 7 | 2 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2022 | 11 |
Apex Capital Management | 11 | 11 | 0.08% | 0.11% | 0.16% | Q3 2013 | Q1 2016 | 11 |
SCHWARTZ INVESTMENT COUNSEL INC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.22% | 0.32% | 0.46% | Q4 2018 | Q2 2021 | 11 |
HealthCor Management, L.P. | 5 | 1 | 0.45% | 4.10% | 7.32% | Q4 2017 | Q1 2022 | 11 |
Vantage Consulting Group Inc | 10 | 1 | 0.01% | 0.10% | 0.16% | Q4 2020 | Q3 2023 | 11 |
TAURUS ASSET MANAGEMENT, LLC | 11 | 11 | 1.35% | 2.63% | 3.50% | Q1 2021 | Q3 2023 | 11 |
Twin Lakes Capital Management, LLC | 11 | 11 | 0.09% | 0.13% | 0.18% | Q1 2021 | Q3 2023 | 11 |
SYMPHONY ASSET MANAGEMENT LLC | 11 | 11 | 0.04% | 0.06% | 0.10% | Q1 2015 | Q3 2017 | 11 |
Clean Yield Group | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 11 |
Marietta Wealth Management, LLC | 11 | 11 | 0.53% | 1.11% | 1.47% | Q1 2021 | Q3 2023 | 11 |
WP Advisors, LLC | 11 | 11 | 0.62% | 0.85% | 1.00% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.05% | 0.28% | Q1 2021 | Q3 2023 | 11 |
NVWM, LLC | 7 | 1 | 0.00% | 0.12% | 0.35% | Q1 2019 | Q1 2023 | 11 |
Sicart Associates LLC | 11 | 11 | 0.10% | 0.13% | 0.17% | Q1 2021 | Q3 2023 | 11 |
Asio Capital, LLC | 11 | 11 | 0.35% | 0.59% | 0.95% | Q1 2021 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.05% | 0.09% | 0.13% | Q1 2021 | Q3 2023 | 11 |
Samalin Investment Counsel, LLC | 10 | 1 | 0.03% | 0.33% | 0.41% | Q4 2019 | Q3 2023 | 11 |
Mutual Advisors, LLC | 10 | 1 | 0.02% | 0.03% | 0.07% | Q2 2020 | Q3 2023 | 11 |
Penbrook Management LLC | 11 | 11 | 0.28% | 0.55% | 0.75% | Q1 2021 | Q3 2023 | 11 |
Cable Hill Partners, LLC | 10 | 1 | 0.00% | 0.07% | 0.20% | Q3 2016 | Q3 2023 | 11 |
Morris Capital Advisors, LLC | 11 | 11 | 1.72% | 2.30% | 2.89% | Q1 2020 | Q3 2022 | 11 |
BB&T SECURITIES, LLC | 11 | 11 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q3 2019 | 11 |
Redwood Investments, LLC | 11 | 11 | 0.38% | 0.64% | 1.12% | Q2 2013 | Q4 2015 | 11 |
Platte River Wealth Advisors, LLC | 10 | 1 | 0.08% | 0.11% | 0.16% | Q2 2020 | Q3 2023 | 11 |
BALASA DINVERNO & FOLTZ LLC | 11 | 11 | 0.02% | 0.07% | 0.17% | Q1 2020 | Q3 2022 | 11 |
Hexavest Inc. | 11 | 11 | 0.31% | 0.45% | 0.70% | Q1 2019 | Q3 2021 | 11 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 5 | 1 | 0.01% | 0.17% | 0.75% | Q3 2017 | Q3 2023 | 11 |
Jackson, Grant Investment Advisers, Inc. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
WASHINGTON CAPITAL MANAGEMENT, INC | 11 | 11 | 0.08% | 0.20% | 0.34% | Q2 2013 | Q4 2015 | 11 |
QCI ASSET MANAGEMENT INC/NY | 10 | 1 | 0.00% | 1.39% | 1.84% | Q1 2017 | Q2 2020 | 11 |
DILLON & ASSOCIATES INC | 11 | 11 | 0.36% | 1.29% | 1.92% | Q1 2021 | Q3 2023 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2017 | 11 |
I.G. INVESTMENT MANAGEMENT, LTD. | 11 | 11 | 0.00% | 0.03% | 0.06% | Q3 2014 | Q1 2017 | 11 |
COMERICA SECURITIES INC | 8 | 3 | 0.03% | 0.08% | 0.19% | Q2 2015 | Q4 2018 | 11 |
Airain ltd | 9 | 1 | 0.10% | 0.61% | 1.13% | Q4 2013 | Q4 2016 | 11 |
Choate Investment Advisors | 10 | 1 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q3 2023 | 11 |
BKS ADVISORS, LLC | 11 | 11 | 0.08% | 0.15% | 0.35% | Q1 2016 | Q3 2018 | 11 |
Point72 Middle East FZE | 4 | 4 | 0.01% | 0.07% | 0.49% | Q4 2022 | Q3 2023 | 11 |
Chautauqua Capital Management | 11 | 11 | 0.98% | 2.17% | 2.81% | Q2 2013 | Q4 2015 | 11 |
MV CAPITAL MANAGEMENT, INC. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
OPSEU Pension Plan Trust Fund | 11 | 11 | 0.11% | 0.36% | 0.97% | Q1 2020 | Q3 2022 | 11 |
Origin Asset Management LLP | 6 | 2 | 0.12% | 0.81% | 2.22% | Q3 2015 | Q2 2021 | 11 |
TCTC Holdings, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
QCM Cayman, Ltd. | 2 | 1 | 0.11% | 1.19% | 4.25% | Q2 2014 | Q3 2023 | 11 |
HighPoint Advisor Group LLC | 4 | 1 | 0.02% | 0.06% | 0.14% | Q1 2017 | Q2 2022 | 11 |
GENERAL AMERICAN INVESTORS CO INC | 11 | 11 | 0.51% | 1.07% | 1.49% | Q1 2021 | Q3 2023 | 11 |
MEYER HANDELMAN CO | 11 | 11 | 0.04% | 0.09% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Ardevora Asset Management LLP | 5 | 3 | 0.75% | 1.24% | 1.89% | Q4 2014 | Q2 2023 | 11 |
First City Capital Management, Inc. | 9 | 1 | 0.02% | 0.07% | 0.11% | Q1 2014 | Q1 2022 | 11 |
BEACON TRUST CO | 11 | 11 | 0.04% | 0.05% | 0.06% | Q3 2014 | Q1 2017 | 11 |
Assured Investment Management LLC | 7 | 1 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q4 2018 | 11 |
Forefront Analytics, LLC | 5 | 5 | 0.08% | 0.12% | 0.15% | Q1 2021 | Q3 2023 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.14% | 0.33% | 0.45% | Q2 2021 | Q3 2023 | 10 |
REYNOLDS CAPITAL MANAGEMENT LLC | 6 | 4 | 0.18% | 0.54% | 1.24% | Q2 2013 | Q4 2015 | 10 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 3 | 1 | 0.06% | 0.23% | 0.57% | Q2 2018 | Q3 2023 | 10 |
Beck Bode, LLC | 5 | 1 | 0.01% | 0.83% | 2.14% | Q1 2020 | Q1 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.03% | 0.15% | 0.33% | Q2 2021 | Q3 2023 | 10 |
Laurel Wealth Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
Aurora Investment Counsel | 5 | 5 | 0.36% | 0.95% | 1.54% | Q4 2013 | Q1 2020 | 10 |
Kiwi Wealth Investments Limited Partnership | 7 | 1 | 0.02% | 0.28% | 0.53% | Q3 2015 | Q4 2022 | 10 |
HNP Capital LLC | 9 | 1 | 0.03% | 0.19% | 0.26% | Q1 2020 | Q1 2023 | 10 |
FORTEM FINANCIAL GROUP, LLC | 10 | 10 | 0.35% | 0.83% | 1.43% | Q3 2020 | Q4 2022 | 10 |
Nuveen Fund Advisors, LLC | 10 | 10 | 0.31% | 0.47% | 0.85% | Q2 2016 | Q3 2018 | 10 |
Winslow Capital Management, LLC | 7 | 1 | 0.00% | 0.59% | 1.31% | Q2 2014 | Q4 2017 | 10 |
DAVENPORT & Co LLC | 10 | 10 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
West Family Investments, Inc. | 10 | 10 | 0.27% | 0.36% | 0.45% | Q2 2021 | Q3 2023 | 10 |
Empirical Finance, LLC | 9 | 1 | 0.01% | 0.12% | 0.20% | Q4 2016 | Q3 2023 | 10 |
HRT FINANCIAL LP | 3 | 1 | 0.03% | 0.17% | 0.60% | Q3 2015 | Q3 2023 | 10 |
MU Investments Co., Ltd. | 5 | 5 | 0.04% | 0.09% | 0.16% | Q1 2014 | Q3 2016 | 10 |
Haverford Trust Co | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 10 |
Brandywine Global Investment Management, LLC | 10 | 10 | 0.09% | 0.40% | 0.56% | Q3 2020 | Q4 2022 | 10 |
TIAA CREF TRUST CO FSB/MO | 10 | 10 | 0.04% | 0.06% | 0.06% | Q4 2013 | Q1 2016 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
D. SCOTT NEAL, INC. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2018 | 10 |
MARINER INVESTMENT GROUP LLC | 10 | 10 | 0.18% | 0.81% | 1.94% | Q1 2014 | Q2 2016 | 10 |
Dynamic Advisor Solutions LLC | 9 | 1 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 10 |
Eventide Asset Management | 6 | 4 | 0.15% | 0.31% | 0.49% | Q2 2017 | Q4 2020 | 10 |
ARROW FINANCIAL CORP | 6 | 1 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q2 2019 | 10 |
CLINTON GROUP INC | 5 | 1 | 0.02% | 0.14% | 0.31% | Q3 2013 | Q4 2017 | 10 |
DE BURLO GROUP INC | 3 | 1 | 0.48% | 1.81% | 3.41% | Q3 2015 | Q1 2023 | 10 |
PLIMOTH TRUST CO LLC | 10 | 10 | 0.24% | 0.48% | 0.68% | Q2 2021 | Q3 2023 | 10 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
C WorldWide Group Holding A/S | 10 | 10 | 0.00% | 0.02% | 0.03% | Q3 2014 | Q4 2016 | 10 |
MAGEE THOMSON INVESTMENT PARTNERS LLC | 10 | 10 | 2.09% | 2.99% | 4.41% | Q3 2013 | Q4 2015 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.04% | 0.05% | 0.06% | Q4 2014 | Q1 2017 | 10 |
Hudson Bay Capital Management LP | 3 | 1 | 0.00% | 0.16% | 0.36% | Q1 2018 | Q2 2023 | 10 |
SUMWAY DEVELOPMENT LTD. | 10 | 10 | 0.00% | 1.00% | 2.13% | Q2 2016 | Q3 2018 | 10 |
Perpetual Ltd | 4 | 3 | 0.24% | 0.58% | 0.91% | Q3 2016 | Q3 2023 | 10 |
Turim 21 Investimentos Ltda. | 10 | 10 | 0.02% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Teza Capital Management LLC | 3 | 1 | 0.04% | 0.18% | 0.47% | Q4 2017 | Q3 2023 | 10 |
Mathes Company, Inc. | 10 | 10 | 0.12% | 0.24% | 0.71% | Q3 2014 | Q4 2016 | 10 |
KINGS POINT CAPITAL MANAGEMENT | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2021 | 10 |
ClariVest Asset Management LLC | 8 | 1 | 0.00% | 0.03% | 0.28% | Q2 2013 | Q3 2023 | 10 |
Sheaff Brock Investment Advisors, LLC | 8 | 1 | 0.02% | 0.04% | 0.06% | Q4 2015 | Q4 2021 | 10 |
COLUMBUS CIRCLE INVESTORS | 7 | 3 | 0.04% | 0.44% | 1.00% | Q2 2013 | Q3 2020 | 10 |
Phoenix Holdings Ltd. | 5 | 2 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 10 |
Heartland Bank & Trust Co | 8 | 2 | 0.15% | 0.50% | 0.70% | Q4 2020 | Q3 2023 | 10 |
Cowen Prime Services LLC | 5 | 1 | 0.02% | 0.11% | 0.19% | Q2 2013 | Q3 2016 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
AustralianSuper Pty Ltd | 5 | 1 | 0.00% | 0.30% | 0.64% | Q2 2020 | Q2 2023 | 10 |
Avantax Planning Partners, Inc. | 9 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 10 |
Unison Advisors LLC | 10 | 10 | 0.48% | 0.75% | 1.01% | Q2 2021 | Q3 2023 | 10 |
EMFO, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Brinker Capital Investments, LLC | 8 | 1 | 0.00% | 0.21% | 0.30% | Q4 2019 | Q4 2022 | 10 |
Campbell & CO Investment Adviser LLC | 3 | 1 | 0.13% | 0.34% | 0.80% | Q3 2013 | Q4 2022 | 10 |
Bard Financial Services, Inc. | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Echo Street Capital Management LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 10 |
Holocene Advisors, LP | 4 | 1 | 0.01% | 0.38% | 0.67% | Q4 2017 | Q3 2023 | 10 |
Humankind Investments LLC | 10 | 10 | 0.15% | 0.25% | 0.37% | Q2 2021 | Q3 2023 | 10 |
Stratos Wealth Advisors, LLC | 9 | 1 | 0.03% | 0.23% | 0.50% | Q1 2021 | Q3 2023 | 10 |
HALSEY ASSOCIATES INC/CT | 10 | 10 | 0.87% | 1.24% | 1.63% | Q2 2017 | Q3 2019 | 10 |
Pearl River Capital, LLC | 3 | 1 | 0.15% | 0.55% | 0.79% | Q2 2019 | Q3 2023 | 10 |
Addison Advisors LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
E Fund Management Co., Ltd. | 9 | 1 | 0.04% | 0.09% | 0.14% | Q1 2021 | Q3 2023 | 10 |
StoneX Group Inc. | 8 | 1 | 0.03% | 0.09% | 0.20% | Q2 2017 | Q4 2021 | 10 |
WOLFF WIESE MAGANA LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.08% | 0.24% | 0.34% | Q2 2021 | Q3 2023 | 10 |
Gleason Group, Inc. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Crewe Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 10 |
Concord Wealth Partners | 6 | 4 | 0.00% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 10 |
CLOUGH CAPITAL PARTNERS L P | 5 | 2 | 0.05% | 1.03% | 1.81% | Q4 2019 | Q3 2023 | 10 |
First National Bank of South Miami | 6 | 4 | 0.00% | 0.02% | 0.08% | Q1 2020 | Q4 2022 | 10 |
MORGENS WATERFALL VINTIADIS & CO INC | 5 | 1 | 0.77% | 1.01% | 1.71% | Q2 2021 | Q3 2023 | 9 |
Siemens Fonds Invest GmbH | 9 | 9 | 0.20% | 0.36% | 0.47% | Q3 2021 | Q3 2023 | 9 |
ELLINGTON MANAGEMENT GROUP LLC | 3 | 1 | 0.06% | 0.11% | 0.22% | Q2 2013 | Q4 2019 | 9 |
Wealth Alliance | 6 | 3 | 0.06% | 0.08% | 0.10% | Q2 2020 | Q3 2023 | 9 |
Braver Wealth Management, LLC | 5 | 1 | 0.08% | 0.12% | 0.17% | Q2 2013 | Q1 2016 | 9 |
Center for Financial Planning, Inc. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 9 |
Qtron Investments LLC | 7 | 2 | 0.06% | 0.17% | 0.25% | Q1 2020 | Q3 2023 | 9 |
Formidable Asset Management, LLC | 9 | 9 | 0.15% | 0.20% | 0.30% | Q3 2021 | Q3 2023 | 9 |
Tri Locum Partners LP | 4 | 1 | 1.83% | 6.64% | 13.82% | Q4 2020 | Q3 2023 | 9 |
Handelsinvest Investeringsforvaltning | 9 | 9 | 0.26% | 0.47% | 0.71% | Q3 2021 | Q3 2023 | 9 |
Mint Tower Capital Management B.V. | 2 | 1 | 0.00% | 0.17% | 0.53% | Q1 2019 | Q4 2021 | 9 |
Argent Trust Co | 9 | 9 | 0.01% | 0.07% | 0.09% | Q3 2021 | Q3 2023 | 9 |
NWAM LLC | 9 | 9 | 0.05% | 0.11% | 0.15% | Q3 2021 | Q3 2023 | 9 |
Alaska Permanent Fund Corp | 7 | 2 | 0.00% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 9 |
COMERICA SECURITIES,INC. | 5 | 1 | 0.02% | 0.03% | 0.08% | Q3 2019 | Q1 2023 | 9 |
FORTALEZA ASSET MANAGEMENT INC/ | 7 | 2 | 0.00% | 0.35% | 1.00% | Q2 2013 | Q3 2017 | 9 |
Gerstein Fisher | 7 | 2 | 0.03% | 0.18% | 0.74% | Q2 2013 | Q1 2016 | 9 |
TRUEWEALTH LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
CKW FINANCIAL GROUP | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 9 | 9 | 0.60% | 0.97% | 1.25% | Q3 2021 | Q3 2023 | 9 |
Hall Private Wealth Advisors | 8 | 1 | 0.30% | 2.55% | 4.09% | Q4 2020 | Q1 2023 | 9 |
R.P. Boggs & Co. | 9 | 9 | 3.34% | 6.54% | 10.14% | Q3 2021 | Q3 2023 | 9 |
SG3 Management, LLC | 5 | 1 | 0.00% | 0.14% | 0.46% | Q2 2017 | Q3 2022 | 9 |
GRIFFIN ASSET MANAGEMENT, INC. | 8 | 1 | 0.03% | 0.16% | 0.28% | Q3 2017 | Q4 2019 | 9 |
Key FInancial Inc | 8 | 1 | 0.00% | 0.04% | 0.08% | Q1 2020 | Q3 2023 | 9 |
LEVEL FOUR ADVISORY SERVICES, LLC | 8 | 1 | 0.02% | 0.03% | 0.14% | Q2 2021 | Q3 2023 | 9 |
Evolution Wealth Advisors, LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2021 | 9 |
Csenge Advisory Group | 4 | 1 | 0.00% | 0.04% | 0.11% | Q3 2018 | Q3 2023 | 9 |
TECTONIC ADVISORS LLC | 8 | 1 | 0.04% | 0.07% | 0.15% | Q4 2020 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q2 2015 | 9 |
CIM, LLC | 4 | 2 | 0.13% | 0.18% | 0.20% | Q2 2017 | Q4 2022 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2023 | 9 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q2 2022 | 9 |
Calamos Wealth Management LLC | 7 | 2 | 0.09% | 0.35% | 0.59% | Q2 2013 | Q4 2017 | 9 |
TIAA, FSB | 5 | 4 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2023 | 9 |
Heritage Wealth Advisors | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
APPLETON PARTNERS INC/MA | 9 | 9 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q4 2023 | 9 |
Seven Bridges Advisors LLC | 9 | 9 | 0.33% | 0.48% | 0.78% | Q4 2015 | Q4 2017 | 9 |
Koss-Olinger Consulting, LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
WealthOne, LLC | 4 | 1 | 0.03% | 0.08% | 0.13% | Q4 2018 | Q3 2023 | 9 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4 | 2 | 0.04% | 0.07% | 0.15% | Q3 2016 | Q3 2023 | 9 |
BENJAMIN EDWARDS INC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 9 |
Maven Securities LTD | 4 | 1 | 0.00% | 0.03% | 0.08% | Q2 2020 | Q3 2023 | 9 |
Endurant Capital Management LP | 3 | 1 | 0.14% | 0.76% | 3.24% | Q3 2015 | Q2 2021 | 9 |
Jupiter Wealth Management LLC | 8 | 1 | 0.07% | 0.35% | 0.80% | Q2 2021 | Q3 2023 | 9 |
Cornerstone Wealth Management, LLC | 4 | 2 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 9 |
TIEMANN INVESTMENT ADVISORS, LLC | 4 | 1 | 0.10% | 0.18% | 0.27% | Q1 2015 | Q3 2023 | 9 |
NewEdge Wealth, LLC | 8 | 1 | 0.06% | 0.49% | 0.74% | Q1 2021 | Q3 2023 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.03% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 9 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 9 | 9 | 0.18% | 0.26% | 0.34% | Q1 2018 | Q1 2020 | 9 |
Advisors Preferred, LLC | 5 | 1 | 0.16% | 0.26% | 0.44% | Q4 2019 | Q3 2022 | 9 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2022 | 9 |
NumerixS Investment Technologies Inc | 3 | 1 | 0.10% | 0.22% | 0.35% | Q4 2014 | Q3 2019 | 9 |
WestEnd Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
JFS WEALTH ADVISORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 9 |
MidWestOne Financial Group, Inc. | 9 | 9 | 0.08% | 0.14% | 0.20% | Q3 2020 | Q3 2022 | 9 |
Ballentine Partners, LLC | 7 | 2 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q3 2023 | 9 |
HENNESSY ADVISORS INC | 8 | 1 | 0.02% | 0.17% | 0.22% | Q4 2017 | Q4 2022 | 9 |
Fiera Capital (Europe) Ltd. | 9 | 9 | 0.02% | 0.11% | 0.21% | Q4 2013 | Q4 2015 | 9 |
PointState Capital LP | 6 | 1 | 0.11% | 0.44% | 0.92% | Q2 2017 | Q3 2021 | 9 |
Santa Fe Partners LLC | 8 | 1 | 0.09% | 0.26% | 0.48% | Q2 2013 | Q3 2015 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 9 |
JT Stratford LLC | 9 | 9 | 0.12% | 0.26% | 0.53% | Q3 2021 | Q3 2023 | 9 |
Index Management Solutions, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2015 | 9 |
Clear Creek Financial Management, LLC | 8 | 1 | 0.09% | 0.12% | 0.16% | Q2 2020 | Q1 2023 | 9 |
Tuscan Ridge Asset Management LLC | 3 | 3 | 0.03% | 0.22% | 0.47% | Q1 2019 | Q3 2019 | 9 |
Wealthcare Advisory Partners LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 9 |
Vestmark Advisory Solutions, Inc. | 3 | 1 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q2 2023 | 9 |
Independence Bank of Kentucky | 7 | 2 | 0.00% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 9 |
Hayden Royal, LLC | 9 | 9 | 0.12% | 0.47% | 1.20% | Q4 2019 | Q4 2021 | 9 |
GFG Capital, LLC | 9 | 9 | 0.09% | 0.17% | 0.30% | Q4 2019 | Q4 2021 | 9 |
Squar Milner Financial Services LLC | 9 | 9 | 0.03% | 0.14% | 0.39% | Q2 2018 | Q2 2020 | 9 |
MARINO, STRAM & ASSOCIATES LLC | 9 | 9 | 0.08% | 0.09% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Cascade Investment Advisors, Inc. | 9 | 9 | 0.72% | 1.19% | 1.54% | Q2 2021 | Q2 2023 | 9 |
PGGM Investments | 5 | 2 | 0.03% | 0.41% | 0.80% | Q2 2020 | Q3 2023 | 9 |
Capula Management Ltd | 2 | 1 | 0.01% | 0.08% | 0.18% | Q1 2021 | Q3 2023 | 9 |
Summit Trail Advisors, LLC | 7 | 1 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q4 2023 | 9 |
Buckingham Capital Management, Inc. | 8 | 8 | 0.05% | 0.15% | 0.20% | Q1 2019 | Q4 2020 | 8 |
CENTAURUS FINANCIAL, INC. | 6 | 1 | 0.00% | 0.08% | 0.14% | Q1 2019 | Q3 2023 | 8 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.03% | 0.06% | 0.10% | Q2 2016 | Q1 2023 | 8 |
NEW AMSTERDAM PARTNERS LLC/NY | 5 | 3 | 0.10% | 0.11% | 0.14% | Q1 2017 | Q1 2019 | 8 |
CORNERSTONE ADVISORS INC | 4 | 1 | 0.00% | 0.16% | 0.26% | Q3 2015 | Q4 2021 | 8 |
BANK OF HAWAII | 5 | 3 | 0.02% | 0.04% | 0.06% | Q1 2018 | Q3 2020 | 8 |
TBP ADVISORS LTD | 8 | 8 | 0.29% | 0.39% | 0.53% | Q2 2013 | Q1 2015 | 8 |
AMERICAN NATIONAL BANK | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2023 | 8 |
WESBANCO BANK INC | 7 | 1 | 0.05% | 0.22% | 0.33% | Q3 2014 | Q1 2021 | 8 |
Machina Capital S.A.S. | 3 | 1 | 0.11% | 0.77% | 2.46% | Q1 2019 | Q3 2023 | 8 |
ICICI Prudential Asset Management Co Ltd | 8 | 8 | 0.02% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 8 |
SYNTAX ADVISORS, LLC | 8 | 8 | 0.18% | 0.20% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Davidson Capital Management Inc. | 8 | 8 | 0.00% | 0.43% | 1.32% | Q1 2020 | Q4 2021 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.11% | 0.14% | 0.15% | Q4 2021 | Q3 2023 | 8 |
FORA Capital, LLC | 2 | 1 | 0.02% | 0.54% | 0.95% | Q4 2019 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.22% | 0.30% | 0.44% | Q3 2021 | Q2 2023 | 8 |
Industrial Alliance Investment Management Inc. | 8 | 8 | 0.02% | 0.14% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Newfound Research LLC | 7 | 1 | 0.08% | 0.16% | 0.20% | Q3 2020 | Q3 2022 | 8 |
WEST PACES ADVISORS INC. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 8 |
DODGE & COX | 8 | 8 | 0.11% | 1.01% | 1.34% | Q4 2021 | Q3 2023 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.13% | 0.16% | 0.21% | Q4 2014 | Q3 2016 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Wahed Invest LLC | 8 | 8 | 0.38% | 0.45% | 0.50% | Q4 2021 | Q3 2023 | 8 |
MAI Capital Management | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
RWA WEALTH PARTNERS, LLC | 8 | 8 | 0.03% | 0.05% | 0.07% | Q2 2018 | Q1 2020 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Koshinski Asset Management, Inc. | 5 | 3 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q1 2022 | 8 |
OPTIMUM INVESTMENT ADVISORS | 7 | 1 | 0.01% | 0.05% | 0.12% | Q1 2018 | Q2 2021 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.06% | 0.14% | 0.28% | Q4 2020 | Q3 2022 | 8 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 3 | 1 | 0.03% | 0.08% | 0.17% | Q3 2019 | Q2 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.17% | 0.24% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6 | 2 | 0.04% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 8 |
MIZUHO SECURITIES USA LLC | 3 | 2 | 0.07% | 0.18% | 0.40% | Q2 2013 | Q1 2016 | 8 |
Baader Bank Aktiengesellschaft | 8 | 8 | 0.03% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 8 |
Delos Wealth Advisors, LLC | 8 | 8 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Virtus Investment Advisers, Inc. | 4 | 1 | 0.01% | 0.12% | 0.35% | Q3 2016 | Q1 2023 | 8 |
Empowered Funds, LLC | 4 | 1 | 0.02% | 0.28% | 0.55% | Q2 2020 | Q3 2023 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.12% | 0.33% | 0.51% | Q4 2021 | Q3 2023 | 8 |
Stone Ridge Asset Management LLC | 6 | 2 | 0.27% | 0.86% | 1.53% | Q4 2014 | Q2 2018 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.30% | 0.35% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 1.49% | 2.20% | 2.76% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.05% | 0.08% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Visium Asset Management, LP | 6 | 2 | 0.01% | 0.54% | 1.39% | Q2 2013 | Q2 2015 | 8 |
CNB Bank | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 0.07% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Vantage Investment Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q4 2017 | 8 |
Kepos Capital LP | 4 | 1 | 0.07% | 0.32% | 0.54% | Q3 2017 | Q4 2019 | 8 |
Artal Group S.A. | 5 | 2 | 0.21% | 0.61% | 1.47% | Q1 2016 | Q1 2018 | 8 |
Rodgers Brothers Inc. | 5 | 1 | 0.04% | 0.08% | 0.12% | Q4 2014 | Q3 2023 | 8 |
FOREFRONT WEALTH MANAGEMENT INC. | 8 | 8 | 2.94% | 3.83% | 4.98% | Q4 2021 | Q3 2023 | 8 |
Hanson & Doremus Investment Management | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 8 |
TCW GROUP INC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q1 2015 | 8 |
MGO ONE SEVEN LLC | 2 | 1 | 0.02% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 8 |
Connective Portfolio Management, LLC | 8 | 8 | 0.75% | 2.04% | 4.76% | Q4 2021 | Q3 2023 | 8 |
EUDAIMONIA ADVISORS LLC | 8 | 8 | 0.44% | 0.47% | 0.54% | Q4 2021 | Q3 2023 | 8 |
MOTCO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 8 |
Asset Management Resources, LLC | 8 | 8 | 0.25% | 0.43% | 0.60% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.10% | 0.17% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Elmwood Wealth Management, Inc. | 7 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2020 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.02% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Seaport Global Advisors, LLC | 8 | 8 | 0.62% | 1.22% | 1.59% | Q4 2021 | Q3 2023 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Cedar Wealth Management, LLC | 8 | 8 | 0.01% | 0.05% | 0.07% | Q1 2021 | Q4 2022 | 8 |
Arlington Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 8 |
Meixler Investment Management, Ltd. | 8 | 8 | 0.30% | 0.37% | 0.48% | Q4 2021 | Q3 2023 | 8 |
361 CAPITAL LLC | 4 | 1 | 0.07% | 0.30% | 0.54% | Q3 2017 | Q2 2020 | 8 |
Optimal Asset Management, Inc. | 8 | 8 | 0.15% | 0.31% | 0.46% | Q4 2019 | Q3 2021 | 8 |
BAILARD, INC. | 7 | 1 | 0.01% | 0.22% | 0.33% | Q4 2015 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
MONARCH CAPITAL MANAGEMENT INC/ | 8 | 8 | 0.08% | 0.13% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.04% | 0.06% | 0.17% | Q4 2021 | Q3 2023 | 8 |
CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 8 | 8 | 0.37% | 0.67% | 1.69% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.04% | 0.11% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Rosenberg Matthew Hamilton | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Leucadia National | 4 | 1 | 0.00% | 0.14% | 0.46% | Q1 2018 | Q3 2023 | 8 |
Capital Investment Advisors, LLC | 6 | 1 | 0.01% | 0.01% | 0.03% | Q4 2015 | Q4 2023 | 8 |
FIRST FOUNDATION ADVISORS | 4 | 4 | 0.02% | 0.08% | 0.13% | Q4 2020 | Q3 2023 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Horizon Wealth Management, LLC | 8 | 8 | 0.09% | 0.18% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Edgestream Partners, L.P. | 4 | 1 | 0.02% | 0.15% | 0.35% | Q3 2020 | Q3 2023 | 8 |
Bordeaux Wealth Advisors LLC | 8 | 8 | 0.22% | 0.28% | 0.33% | Q4 2021 | Q3 2023 | 8 |
QUALCOMM INC/DE | 8 | 8 | 0.00% | 0.07% | 0.16% | Q2 2013 | Q1 2015 | 8 |
Silicon Hills Wealth Management, LLC | 8 | 8 | 0.29% | 0.34% | 0.40% | Q3 2021 | Q2 2023 | 8 |
WFG Advisors, LP | 5 | 3 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2017 | 8 |
OXFORD ASSET MANAGEMENT LLP | 4 | 1 | 0.01% | 0.04% | 0.18% | Q3 2014 | Q4 2019 | 8 |
MONETA GROUP INVESTMENT ADVISORS LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 8 |
Quotient Investors, LLC | 5 | 3 | 0.06% | 0.87% | 1.84% | Q2 2013 | Q1 2016 | 8 |
Markel Corporation | 8 | 8 | 0.30% | 0.55% | 0.82% | Q1 2021 | Q4 2022 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.12% | 0.15% | 0.18% | Q2 2013 | Q1 2015 | 8 |
Blueshift Asset Management, LLC | 2 | 1 | 0.04% | 0.16% | 0.47% | Q1 2019 | Q2 2023 | 8 |
Citizens National Bank Trust Department | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MOODY NATIONAL BANK TRUST DIVISION | 6 | 2 | 0.00% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2022 | 8 |
MCF Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Equitable Holdings, Inc. | 7 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Distillate Capital Partners LLC | 5 | 1 | 0.72% | 1.23% | 3.16% | Q4 2020 | Q1 2023 | 8 |
VERUS CAPITAL PARTNERS, LLC | 3 | 2 | 0.01% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 8 |
BOOTHBAY FUND MANAGEMENT, LLC | 5 | 3 | 0.01% | 0.14% | 0.23% | Q2 2019 | Q2 2023 | 8 |
FCF Advisors LLC | 6 | 2 | 0.40% | 0.60% | 0.99% | Q2 2020 | Q3 2023 | 8 |
COZAD ASSET MANAGEMENT INC | 8 | 8 | 0.24% | 0.53% | 1.00% | Q4 2021 | Q3 2023 | 8 |
GraniteShares Advisors LLC | 8 | 8 | 0.15% | 0.30% | 1.01% | Q4 2021 | Q3 2023 | 8 |
MERIDIAN INVESTMENT COUNSEL INC. | 8 | 8 | 0.20% | 0.24% | 0.28% | Q4 2021 | Q3 2023 | 8 |
OLD NATIONAL BANCORP /IN/ | 8 | 8 | 0.01% | 0.12% | 0.24% | Q3 2018 | Q2 2020 | 8 |
Community Capital Management, LLC | 8 | 8 | 0.27% | 0.45% | 0.59% | Q4 2018 | Q3 2020 | 8 |
PITTENGER & ANDERSON INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
PEDDOCK CAPITAL ADVISORS, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2019 | 8 |
Sierra Capital LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
Syntal Capital Partners, LLC | 7 | 1 | 0.07% | 0.20% | 0.59% | Q4 2017 | Q2 2020 | 8 |
Abbot Financial Management, Inc. | 8 | 8 | 0.10% | 0.15% | 0.21% | Q4 2020 | Q3 2022 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q1 2015 | 8 |
Cassia Capital Partners, LLC | 8 | 8 | 0.15% | 0.25% | 0.40% | Q4 2021 | Q3 2023 | 8 |
COLLECTIVE FAMILY OFFICE LLC | 6 | 2 | 0.08% | 0.11% | 0.13% | Q1 2021 | Q3 2023 | 8 |
BRAVE ASSET MANAGEMENT INC | 5 | 1 | 0.07% | 0.09% | 0.11% | Q2 2016 | Q3 2023 | 8 |
Donoghue Forlines LLC | 5 | 1 | 0.13% | 0.23% | 0.38% | Q3 2018 | Q1 2023 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Telos Capital Management, Inc. | 5 | 3 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.05% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
NorthCoast Asset Management LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2021 | 7 |
Riverview Trust Co | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Power Corp of Canada | 7 | 7 | 0.16% | 0.42% | 0.64% | Q1 2022 | Q3 2023 | 7 |
Parkwood LLC | 4 | 1 | 0.04% | 0.06% | 0.11% | Q4 2013 | Q2 2017 | 7 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 3 | 1 | 1.78% | 6.19% | 13.84% | Q3 2014 | Q2 2019 | 7 |
E&G Advisors, LP | 5 | 1 | 0.06% | 0.08% | 0.09% | Q2 2021 | Q3 2023 | 7 |
AHL Partners LLP | 5 | 2 | 0.03% | 0.08% | 0.12% | Q4 2014 | Q3 2017 | 7 |
SIT INVESTMENT ASSOCIATES INC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q4 2013 | Q2 2015 | 7 |
SouthState Corp | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
SABBY MANAGEMENT, LLC | 4 | 1 | 0.02% | 1.07% | 3.47% | Q1 2014 | Q4 2016 | 7 |
WESTPORT RESOURCES MANAGEMENT INC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2014 | 7 |
MERITAGE PORTFOLIO MANAGEMENT | 5 | 1 | 0.03% | 0.21% | 0.72% | Q2 2020 | Q3 2023 | 7 |
ROMAN BUTLER FULLERTON & CO | 3 | 1 | 0.38% | 0.57% | 0.86% | Q4 2018 | Q1 2023 | 7 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.08% | 0.32% | 0.65% | Q1 2016 | Q3 2023 | 7 |
First Western Trust Bank | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
10-15 ASSOCIATES, INC. | 3 | 1 | 0.05% | 0.06% | 0.07% | Q2 2015 | Q3 2020 | 7 |
Hutchin Hill Capital, LP | 3 | 1 | 0.01% | 0.22% | 0.71% | Q2 2013 | Q1 2016 | 7 |
Private Ocean, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2021 | 7 |
Anfield Capital Management, LLC | 7 | 7 | 0.00% | 0.07% | 0.15% | Q2 2021 | Q4 2022 | 7 |
Savant Capital, LLC | 3 | 1 | 0.00% | 0.01% | 0.06% | Q2 2017 | Q3 2023 | 7 |
Holloway Wealth Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 7 |
Archford Capital Strategies, LLC | 7 | 7 | 0.06% | 0.10% | 0.14% | Q1 2020 | Q3 2021 | 7 |
Fort Sheridan Advisors LLC | 5 | 1 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 7 |
ADELL HARRIMAN & CARPENTER INC | 5 | 2 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Peregrine Asset Advisers, Inc. | 4 | 1 | 0.13% | 0.94% | 2.54% | Q1 2020 | Q3 2023 | 7 |
GARNET EQUITY CAPITAL HOLDINGS, INC. | 5 | 2 | 0.51% | 0.85% | 1.14% | Q2 2020 | Q2 2023 | 7 |
DOCK STREET ASSET MANAGEMENT INC | 7 | 7 | 0.70% | 0.77% | 0.87% | Q4 2020 | Q2 2022 | 7 |
BOSTON PRIVATE BANK & TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2015 | 7 |
Old Port Advisors | 7 | 7 | 0.13% | 0.21% | 0.25% | Q4 2020 | Q2 2022 | 7 |
Warther Private Wealth, LLC | 7 | 7 | 0.20% | 1.52% | 2.25% | Q1 2022 | Q3 2023 | 7 |
Perceptive Advisors | 4 | 1 | 0.01% | 0.70% | 3.16% | Q2 2013 | Q4 2020 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.01% | 0.02% | 0.05% | Q3 2019 | Q1 2021 | 7 |
Lebenthal Holdings,LLC | 7 | 7 | 0.09% | 0.41% | 0.70% | Q4 2014 | Q2 2016 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
CHASE INVESTMENT COUNSEL CORP | 4 | 3 | 0.20% | 0.96% | 2.36% | Q1 2020 | Q2 2022 | 7 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 5 | 1 | 0.03% | 0.09% | 0.32% | Q1 2014 | Q3 2019 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.16% | 0.19% | 0.22% | Q1 2022 | Q3 2023 | 7 |
EHP Funds Inc. | 7 | 7 | 0.35% | 0.64% | 0.84% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Nicholas Investment Partners, LP | 7 | 7 | 0.17% | 0.25% | 0.38% | Q2 2013 | Q4 2014 | 7 |
Arkadios Wealth Advisors | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2021 | 7 |
Capital Investment Advisory Services, LLC | 4 | 3 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q3 2020 | 7 |
Cyrus J. Lawrence, LLC | 7 | 7 | 0.31% | 0.43% | 0.55% | Q1 2022 | Q3 2023 | 7 |
Psagot Value Holdings Ltd. / (Israel) | 7 | 7 | 0.01% | 0.09% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Aptus Capital Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 7 | 7 | 1.23% | 1.95% | 2.68% | Q2 2018 | Q4 2019 | 7 |
KRS Capital Management, LLC | 5 | 2 | 0.17% | 0.27% | 0.35% | Q4 2021 | Q3 2023 | 7 |
Onex Canada Asset Management Inc. | 7 | 7 | 0.16% | 0.22% | 0.28% | Q1 2022 | Q3 2023 | 7 |
Ameliora Wealth Management Ltd. | 7 | 7 | 0.04% | 1.10% | 1.60% | Q1 2022 | Q3 2023 | 7 |
Bay Harbor Wealth Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 7 |
Friedberg Investment Management | 6 | 1 | 0.09% | 0.11% | 0.14% | Q4 2014 | Q3 2016 | 7 |
Shamrock Asset Management LLC | 4 | 1 | 0.01% | 0.03% | 0.06% | Q3 2014 | Q3 2016 | 7 |
LIBERTY WEALTH MANAGEMENT LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.04% | 0.07% | 0.09% | Q2 2013 | Q4 2014 | 7 |
Retirement Group, LLC | 4 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Mariner, LLC | 5 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 7 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 7 | 7 | 0.06% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
LCM Capital Management Inc | 7 | 7 | 0.18% | 0.25% | 0.32% | Q1 2022 | Q3 2023 | 7 |
abrdn Investment Management Ltd | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
GenTrust, LLC | 5 | 2 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q2 2022 | 7 |
Meridian Wealth Management, LLC | 4 | 3 | 0.02% | 0.10% | 0.33% | Q1 2020 | Q3 2023 | 7 |
CPWM, LLC | 7 | 7 | 0.05% | 0.06% | 0.08% | Q4 2015 | Q2 2017 | 7 |
PZENA INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Legg Mason Asset Management (Japan) Co., Ltd. | 5 | 2 | 0.70% | 0.91% | 1.05% | Q1 2020 | Q4 2021 | 7 |
Capital Group Private Client Services, Inc. | 7 | 7 | 0.17% | 0.36% | 0.93% | Q1 2022 | Q3 2023 | 7 |
Summit Global Investments | 5 | 2 | 0.01% | 0.28% | 0.85% | Q3 2020 | Q3 2023 | 7 |
Transamerica Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q3 2023 | 7 |
Quantinno Capital Management LP | 7 | 7 | 0.05% | 0.09% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Kavar Capital Partners, LLC | 3 | 1 | 0.00% | 0.04% | 0.08% | Q1 2014 | Q2 2019 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.01% | 0.04% | 0.07% | Q4 2017 | Q2 2019 | 7 |
Columbia Trust Co 01012016 | 7 | 7 | 0.16% | 0.41% | 0.54% | Q1 2022 | Q3 2023 | 7 |
Lattice Capital Management, LLC | 7 | 7 | 0.07% | 0.59% | 1.76% | Q4 2021 | Q2 2023 | 7 |
Quantamental Technologies LLC | 2 | 1 | 0.07% | 0.39% | 1.02% | Q2 2019 | Q1 2023 | 7 |
Alta Wealth Advisors LLC | 7 | 7 | 0.41% | 0.46% | 0.52% | Q1 2022 | Q3 2023 | 7 |
Accuvest Global Advisors | 7 | 7 | 0.14% | 0.28% | 0.90% | Q3 2021 | Q1 2023 | 7 |
Advisors Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Li Winifred I | 7 | 7 | 0.16% | 0.20% | 0.25% | Q2 2013 | Q4 2014 | 7 |
Timber Hill LLC | 3 | 1 | 0.00% | 0.02% | 0.10% | Q3 2013 | Q1 2018 | 7 |
Heron Bay Capital Management | 5 | 2 | 0.21% | 0.72% | 1.15% | Q4 2020 | Q2 2023 | 7 |
Marshall Financial Group LLC | 4 | 3 | 0.21% | 0.35% | 0.50% | Q2 2021 | Q3 2023 | 7 |
Jump Financial, LLC | 2 | 1 | 0.02% | 0.06% | 0.18% | Q1 2021 | Q3 2023 | 7 |
Hexagon Capital Partners LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 7 |
Wagner Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 7 |
XTX Topco Ltd | 2 | 1 | 0.13% | 0.36% | 0.60% | Q1 2021 | Q3 2023 | 7 |
Global Trust Asset Management, LLC | 5 | 1 | 0.00% | 0.05% | 0.26% | Q3 2018 | Q1 2022 | 7 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5 | 2 | 0.02% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 7 |
TOWER BRIDGE ADVISORS | 5 | 2 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 7 |
MARVIN & PALMER ASSOCIATES INC | 6 | 1 | 1.24% | 2.08% | 2.72% | Q2 2013 | Q4 2015 | 7 |
Strategic Global Advisors, LLC | 7 | 7 | 0.16% | 0.39% | 0.65% | Q3 2020 | Q1 2022 | 7 |
BIRINYI ASSOCIATES INC | 4 | 1 | 0.10% | 0.18% | 0.42% | Q2 2015 | Q2 2017 | 7 |
PORTLAND INVESTMENT COUNSEL INC. | 5 | 2 | 0.09% | 0.12% | 0.15% | Q4 2021 | Q3 2023 | 7 |
NatWest Group plc | 3 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2015 | 7 |
Unigestion Holding SA | 4 | 3 | 0.01% | 0.08% | 0.28% | Q3 2020 | Q3 2023 | 7 |
LMCG INVESTMENTS, LLC | 7 | 7 | 0.19% | 0.23% | 0.27% | Q1 2022 | Q3 2023 | 7 |
PDS Planning, Inc | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Kessler Investment Group, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.11% | 0.14% | 0.20% | Q4 2016 | Q2 2018 | 7 |
Gyrus Investment Management Inc. | 7 | 7 | 0.21% | 0.31% | 0.39% | Q3 2013 | Q1 2015 | 7 |
March Altus Capital Management LP | 6 | 1 | 1.26% | 6.90% | 14.56% | Q4 2014 | Q3 2016 | 7 |
PURA VIDA INVESTMENTS, LLC | 2 | 1 | 0.17% | 1.10% | 2.37% | Q4 2017 | Q2 2021 | 7 |
PRINCETON CAPITAL MANAGEMENT INC | 7 | 7 | 0.20% | 0.58% | 0.86% | Q1 2016 | Q3 2017 | 7 |
Bray Capital Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
Lifeworks Advisors, LLC | 6 | 6 | 1.31% | 1.42% | 1.50% | Q2 2022 | Q3 2023 | 6 |
Harvest Investment Services, LLC | 6 | 6 | 0.46% | 1.14% | 1.52% | Q1 2020 | Q2 2021 | 6 |
GROUP ONE TRADING, L.P. | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2020 | 6 |
Madison Asset Management, LLC | 6 | 6 | 0.08% | 0.10% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Bell Bank | 5 | 1 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 6 |
Migdal Insurance & Financial Holdings Ltd. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2021 | 6 |
CAXTON ASSOCIATES LP | 3 | 1 | 0.01% | 0.06% | 0.18% | Q3 2017 | Q3 2020 | 6 |
JUPITER ASSET MANAGEMENT LTD | 3 | 1 | 0.09% | 0.20% | 0.30% | Q3 2020 | Q2 2023 | 6 |
Cornerstone Wealth Group, LLC | 5 | 1 | 0.52% | 0.71% | 0.81% | Q3 2021 | Q3 2023 | 6 |
CrestPoint Capital Management, LLC | 3 | 3 | 0.17% | 0.19% | 0.21% | Q1 2014 | Q1 2017 | 6 |
EP Wealth Advisors, LLC | 4 | 1 | 0.01% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 6 |
SECTOR GAMMA AS | 3 | 1 | 0.42% | 1.78% | 3.55% | Q2 2018 | Q2 2021 | 6 |
Pensionfund Sabic | 4 | 2 | 0.50% | 0.54% | 0.58% | Q4 2018 | Q2 2022 | 6 |
Schubert & Co | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
SEI TRUST CO | 6 | 6 | 0.67% | 0.84% | 0.98% | Q2 2013 | Q3 2014 | 6 |
MMA ASSET MANAGEMENT LLC | 6 | 6 | 0.17% | 0.20% | 0.23% | Q1 2022 | Q2 2023 | 6 |
NAVELLIER & ASSOCIATES INC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2012 | Q1 2014 | 6 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 5 | 1 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q1 2023 | 6 |
DENVER INVESTMENT ADVISORS LLC | 6 | 6 | 0.10% | 0.22% | 0.33% | Q2 2013 | Q3 2014 | 6 |
L2 Asset Management, LLC | 6 | 6 | 0.27% | 0.57% | 0.88% | Q2 2022 | Q3 2023 | 6 |
Avidity Partners Management LP | 3 | 1 | 0.62% | 2.75% | 5.28% | Q1 2020 | Q3 2023 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Column Capital Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2022 | 6 |
FormulaFolio Investments, LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2021 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.14% | 0.16% | 0.17% | Q2 2022 | Q3 2023 | 6 |
Claraphi Advisory Network, LLC | 5 | 1 | 0.17% | 0.27% | 0.40% | Q1 2020 | Q1 2022 | 6 |
SSI INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2014 | 6 |
Waverly Advisors, LLC | 3 | 1 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q3 2023 | 6 |
Atika Capital Management LLC | 3 | 1 | 0.28% | 1.01% | 1.64% | Q1 2017 | Q1 2023 | 6 |
Manning & Napier Group, LLC | 6 | 6 | 0.70% | 1.28% | 1.76% | Q4 2017 | Q1 2019 | 6 |
Truvestments Capital LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Golden State Wealth Management, LLC | 5 | 1 | 0.04% | 0.06% | 0.07% | Q1 2020 | Q1 2022 | 6 |
Goodman Advisory Group, LLC | 6 | 6 | 0.13% | 0.74% | 1.74% | Q4 2021 | Q1 2023 | 6 |
FRONTIER INVESTMENT MGMT CO | 4 | 2 | 0.02% | 0.03% | 0.05% | Q3 2015 | Q2 2017 | 6 |
IndexIQ Advisors LLC | 6 | 6 | 0.02% | 0.13% | 0.17% | Q4 2020 | Q1 2022 | 6 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 6 | 6 | 0.02% | 0.16% | 0.40% | Q4 2014 | Q1 2016 | 6 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 6 | 6 | 0.35% | 0.50% | 0.57% | Q2 2013 | Q3 2014 | 6 |
MOORE CAPITAL MANAGEMENT, LP | 3 | 1 | 0.12% | 0.33% | 0.68% | Q4 2020 | Q1 2023 | 6 |
Southpoint Capital Advisors LP | 6 | 6 | 1.22% | 2.09% | 4.11% | Q4 2016 | Q1 2018 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Advanced Asset Management Advisors Inc | 6 | 6 | 0.38% | 0.43% | 0.50% | Q4 2017 | Q1 2019 | 6 |
Capital Advisors, Ltd. LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Stanley-Laman Group, Ltd. | 3 | 1 | 0.04% | 0.19% | 0.34% | Q2 2016 | Q4 2020 | 6 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 5 | 5 | 0.06% | 0.47% | 1.27% | Q2 2020 | Q2 2021 | 6 |
Mendel Money Management | 5 | 1 | 0.10% | 0.12% | 0.13% | Q1 2022 | Q3 2023 | 6 |
Bank Pictet & Cie (Europe) AG | 6 | 6 | 0.06% | 0.07% | 0.08% | Q3 2017 | Q4 2018 | 6 |
AIGEN INVESTMENT MANAGEMENT, LP | 4 | 1 | 0.00% | 0.39% | 1.03% | Q1 2020 | Q1 2022 | 6 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 6 | 6 | 0.04% | 0.07% | 0.12% | Q2 2020 | Q3 2021 | 6 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 3 | 1 | 0.11% | 1.10% | 2.05% | Q1 2016 | Q1 2022 | 6 |
GREAT VALLEY ADVISOR GROUP, INC. | 3 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 6 |
Bellecapital International Ltd. | 6 | 6 | 1.54% | 2.30% | 2.58% | Q2 2022 | Q3 2023 | 6 |
Van Hulzen Asset Management, LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q3 2021 | 6 |
AXIOM INVESTORS LLC /DE | 6 | 6 | 1.18% | 1.36% | 1.50% | Q3 2014 | Q4 2015 | 6 |
State of Wyoming | 6 | 6 | 0.05% | 0.10% | 0.20% | Q1 2021 | Q2 2022 | 6 |
Standard Family Office LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2022 | 6 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.07% | 0.28% | 0.60% | Q2 2021 | Q2 2023 | 6 |
SHINE INVESTMENT ADVISORY SERVICES INC | 3 | 3 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q3 2020 | 6 |
SOA Wealth Advisors, LLC. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 6 | 6 | 0.06% | 0.09% | 0.14% | Q1 2014 | Q2 2015 | 6 |
Minot Wealth Management LLC | 3 | 1 | 0.05% | 0.29% | 0.72% | Q2 2020 | Q1 2022 | 6 |
Greenfield Savings Bank | 6 | 6 | 0.14% | 0.15% | 0.15% | Q3 2022 | Q4 2023 | 6 |
BRIDGER MANAGEMENT, LLC | 2 | 1 | 0.40% | 2.04% | 5.19% | Q1 2014 | Q2 2020 | 6 |
Financial Advocates Investment Management | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 6 |
Clark Capital Management Group, Inc. | 4 | 2 | 0.28% | 0.39% | 0.58% | Q1 2017 | Q4 2020 | 6 |
TRUSTCORE FINANCIAL SERVICES, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 6 |
Princeton Alpha Management LP | 2 | 1 | 0.06% | 0.22% | 0.47% | Q2 2014 | Q4 2016 | 6 |
Terra Nova Asset Management LLC | 5 | 1 | 0.47% | 1.62% | 2.45% | Q1 2015 | Q4 2016 | 6 |
Optas, LLC | 6 | 6 | 0.08% | 0.15% | 0.20% | Q1 2020 | Q2 2021 | 6 |
WASHINGTON TRUST BANK | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2017 | 6 |
CenturyLink Investment Management Co | 6 | 6 | 0.14% | 0.43% | 0.62% | Q4 2014 | Q1 2016 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
NORTHSTAR WEALTH PARTNERS LLC | 6 | 6 | 0.30% | 0.72% | 1.11% | Q1 2017 | Q2 2018 | 6 |
Gladstone Institutional Advisory LLC | 2 | 1 | 0.04% | 0.07% | 0.12% | Q2 2020 | Q3 2023 | 6 |
Round Rock Advisors, LLC | 6 | 6 | 0.10% | 0.12% | 0.14% | Q2 2022 | Q3 2023 | 6 |
Simplify Asset Management Inc. | 6 | 6 | 0.06% | 0.33% | 0.45% | Q2 2022 | Q3 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.04% | 0.18% | 0.27% | Q2 2022 | Q3 2023 | 6 |
America First Investment Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2014 | 6 |
Granite Investment Partners, LLC | 3 | 3 | 0.29% | 0.44% | 0.58% | Q2 2013 | Q1 2019 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.01% | 0.04% | 0.12% | Q3 2020 | Q3 2023 | 6 |
MARYLAND CAPITAL ADVISORS INC. | 6 | 6 | 0.08% | 0.09% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Lansing Street Advisors | 6 | 6 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q2 2023 | 6 |
Oxler Private Wealth LLC | 6 | 6 | 0.37% | 0.60% | 0.78% | Q4 2020 | Q1 2022 | 6 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 6 | 6 | 0.12% | 0.34% | 0.53% | Q2 2021 | Q3 2022 | 6 |
Empirical Asset Management, LLC | 6 | 6 | 0.43% | 0.64% | 0.78% | Q2 2022 | Q3 2023 | 6 |
HM PAYSON & CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 6 |
MARSICO CAPITAL MANAGEMENT LLC | 5 | 1 | 0.04% | 0.98% | 2.18% | Q1 2015 | Q2 2020 | 6 |
L & S Advisors Inc | 4 | 2 | 0.09% | 0.28% | 0.66% | Q1 2017 | Q3 2020 | 6 |
MATHER GROUP, LLC. | 5 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 6 |
READYSTATE ASSET MANAGEMENT LP | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 6 |
Lloyds Banking Group plc | 6 | 6 | 0.04% | 0.07% | 0.12% | Q2 2013 | Q3 2014 | 6 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) | 6 | 6 | 0.28% | 0.32% | 0.38% | Q2 2015 | Q3 2016 | 6 |
Allegis Investment Advisors, LLC | 5 | 1 | 0.00% | 0.28% | 0.40% | Q4 2015 | Q1 2018 | 6 |
HUTCHENS INVESTMENT MANAGEMENT INC | 4 | 2 | 0.32% | 1.41% | 2.60% | Q4 2014 | Q2 2016 | 6 |
Human Investing LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2021 | 6 |
WESPAC Advisors, LLC | 3 | 1 | 0.21% | 0.44% | 0.85% | Q2 2015 | Q3 2023 | 6 |
Mascoma Wealth Management LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2018 | 6 |
Arnhold LLC | 6 | 6 | 0.06% | 0.08% | 0.10% | Q1 2020 | Q2 2021 | 6 |
Price Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2020 | 6 |
Moisand Fitzgerald Tamayo, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 6 |
Arabesque Asset Management Ltd | 4 | 1 | 0.67% | 1.19% | 2.16% | Q2 2020 | Q4 2022 | 6 |
Wealth Quarterback LLC | 4 | 2 | 0.07% | 0.16% | 0.21% | Q4 2019 | Q3 2021 | 6 |
DGS Capital Management, LLC | 6 | 6 | 0.18% | 0.20% | 0.24% | Q4 2021 | Q1 2023 | 6 |
H2O AM LLP | 6 | 6 | 0.48% | 1.72% | 2.77% | Q4 2018 | Q1 2020 | 6 |
Mengis Capital Management, Inc. | 6 | 6 | 0.43% | 0.54% | 0.77% | Q1 2017 | Q2 2018 | 6 |
Czech National Bank | 6 | 6 | 0.21% | 0.24% | 0.26% | Q3 2022 | Q4 2023 | 6 |
Prospera Financial Services Inc | 3 | 1 | 0.00% | 0.04% | 0.10% | Q1 2020 | Q4 2022 | 6 |
Ellis Investment Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Phraction Management LLC | 6 | 6 | 0.13% | 0.21% | 0.29% | Q2 2022 | Q3 2023 | 6 |
Pinnacle Wealth Management Advisory Group, LLC | 6 | 6 | 0.04% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Steward Financial Group LLC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Landsberg, Bennett, & Dubbaneh LLC | 4 | 2 | 0.08% | 0.09% | 0.10% | Q4 2018 | Q3 2021 | 6 |
Purus Wealth Management, LLC | 5 | 1 | 0.14% | 0.17% | 0.20% | Q1 2022 | Q3 2023 | 6 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.03% | 0.07% | Q2 2015 | Q3 2017 | 6 |
Regent Peak Wealth Advisors LLC | 4 | 1 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 6 |
PECONIC PARTNERS LLC | 6 | 6 | 0.05% | 0.08% | 0.17% | Q2 2020 | Q3 2021 | 6 |
Quantitative Systematic Strategies LLC | 2 | 1 | 0.05% | 0.14% | 0.37% | Q2 2014 | Q2 2020 | 6 |
JSF Financial, LLC | 3 | 1 | 0.09% | 0.18% | 0.23% | Q3 2020 | Q3 2023 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 6 |
ROPES WEALTH ADVISORS LLC | 4 | 2 | 0.00% | 0.02% | 0.06% | Q1 2020 | Q3 2023 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.28% | 0.42% | 0.55% | Q2 2013 | Q3 2014 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q1 2019 | 6 |
Precision Wealth Strategies, LLC | 6 | 6 | 0.17% | 0.22% | 0.30% | Q3 2021 | Q4 2022 | 6 |
HBK Sorce Advisory LLC | 3 | 1 | 0.02% | 0.04% | 0.05% | Q3 2016 | Q4 2020 | 6 |
Ameritas Advisory Services, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Range Financial Group LLC | 4 | 1 | 0.14% | 0.16% | 0.18% | Q2 2021 | Q4 2022 | 5 |
MARK ASSET MANAGEMENT LP | 2 | 1 | 0.16% | 0.95% | 1.77% | Q2 2020 | Q2 2021 | 5 |
Balboa Wealth Partners | 5 | 5 | 0.63% | 0.77% | 0.84% | Q3 2022 | Q3 2023 | 5 |
Stevens First Principles Investment Advisors | 4 | 1 | 0.04% | 0.10% | 0.23% | Q1 2014 | Q2 2015 | 5 |
ADAMCAPITAL Gestao de Recursos Ltda. | 5 | 5 | 1.69% | 2.02% | 2.44% | Q4 2017 | Q4 2018 | 5 |
Almanack Investment Partners, LLC. | 4 | 1 | 0.17% | 0.93% | 1.74% | Q4 2016 | Q3 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.17% | 0.22% | 0.26% | Q1 2015 | Q1 2016 | 5 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2023 | 5 |
ASB Consultores, LLC | 4 | 1 | 0.08% | 0.12% | 0.18% | Q1 2022 | Q3 2023 | 5 |
Alpine Global Management, LLC | 1 | 1 | 0.03% | 0.12% | 0.27% | Q4 2014 | Q3 2020 | 5 |
CLEAR INVESTMENT RESEARCH, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q4 2022 | 5 |
Knights of Columbus Asset Advisors LLC | 5 | 5 | 0.54% | 0.72% | 0.91% | Q4 2020 | Q4 2021 | 5 |
Chiron Investment Management, LLC | 3 | 2 | 0.01% | 0.74% | 1.57% | Q3 2020 | Q2 2023 | 5 |
INTACT INVESTMENT MANAGEMENT INC. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q1 2018 | 5 |
PATTON FUND MANAGEMENT, INC. | 3 | 2 | 0.70% | 0.90% | 1.07% | Q2 2020 | Q2 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.10% | 0.10% | 0.12% | Q3 2022 | Q3 2023 | 5 |
UNIVEST FINANCIAL Corp | 5 | 5 | 1.15% | 1.55% | 1.96% | Q3 2022 | Q3 2023 | 5 |
Procyon Advisors, LLC | 3 | 2 | 0.01% | 0.08% | 0.26% | Q4 2019 | Q3 2023 | 5 |
Pantheon Investment Group, LLC | 3 | 2 | 0.32% | 0.55% | 1.07% | Q3 2020 | Q4 2021 | 5 |
MYCIO WEALTH PARTNERS, LLC | 4 | 1 | 0.00% | 0.03% | 0.06% | Q3 2015 | Q4 2016 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.08% | 0.10% | 0.12% | Q2 2013 | Q2 2014 | 5 |
Gitterman Wealth Management, LLC | 3 | 1 | 0.11% | 0.17% | 0.27% | Q3 2021 | Q3 2023 | 5 |
Stephens Consulting, LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
Acrospire Investment Management LLC | 3 | 2 | 0.02% | 0.04% | 0.05% | Q1 2016 | Q2 2017 | 5 |
JW Asset Management, LLC | 5 | 5 | 4.27% | 8.20% | 11.20% | Q4 2014 | Q4 2015 | 5 |
BENNETT LAWRENCE MANAGEMENT L L C/NY | 5 | 5 | 1.36% | 1.93% | 2.20% | Q4 2014 | Q4 2015 | 5 |
Omnia Family Wealth, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2017 | 5 |
Hendershot Investments Inc. | 5 | 5 | 1.23% | 1.71% | 2.04% | Q4 2020 | Q4 2021 | 5 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 5 |
WENDELL DAVID ASSOCIATES INC | 4 | 1 | 0.04% | 0.04% | 0.05% | Q1 2015 | Q2 2017 | 5 |
Fortis Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2020 | 5 |
Hirtle Callaghan & Co LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 5 |
WS MANAGEMENT LLLP | 3 | 1 | 0.54% | 1.30% | 2.24% | Q4 2018 | Q1 2020 | 5 |
CADENCE CAPITAL MANAGEMENT LLC | 5 | 5 | 0.03% | 0.05% | 0.06% | Q3 2017 | Q3 2018 | 5 |
Hilton Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Ground Swell Capital, LLC | 2 | 1 | 0.05% | 0.78% | 1.49% | Q2 2014 | Q3 2022 | 5 |
Bangor Savings Bank | 5 | 5 | 0.08% | 0.09% | 0.10% | Q3 2022 | Q3 2023 | 5 |
U S GLOBAL INVESTORS INC | 4 | 1 | 0.04% | 0.49% | 1.02% | Q4 2013 | Q3 2016 | 5 |
Cupps Capital Management, LLC | 4 | 1 | 0.00% | 0.27% | 0.52% | Q2 2013 | Q3 2016 | 5 |
Connectus Wealth, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Everhart Financial Group, Inc. | 5 | 5 | 0.10% | 0.12% | 0.15% | Q3 2022 | Q3 2023 | 5 |
Eisler Capital (UK) Ltd. | 2 | 1 | 0.00% | 0.18% | 0.47% | Q4 2021 | Q3 2023 | 5 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
ArrowMark Colorado Holdings LLC | 5 | 5 | 0.02% | 0.07% | 0.22% | Q2 2013 | Q2 2014 | 5 |
Voya Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q1 2021 | 5 |
ASCEND CAPITAL, LLC | 3 | 1 | 0.06% | 0.31% | 0.86% | Q2 2014 | Q4 2016 | 5 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 5 |
Convergence Investment Partners, LLC | 3 | 1 | 0.01% | 0.17% | 0.26% | Q1 2018 | Q3 2023 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.55% | 0.71% | 0.83% | Q2 2013 | Q2 2014 | 5 |
GREENWOOD CAPITAL ASSOCIATES LLC | 3 | 2 | 0.61% | 1.12% | 1.49% | Q4 2018 | Q3 2020 | 5 |
Pentwater Capital Management LP | 5 | 5 | 0.03% | 0.04% | 0.07% | Q2 2020 | Q2 2021 | 5 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4 | 1 | 0.05% | 0.07% | 0.10% | Q4 2017 | Q4 2019 | 5 |
GODSEY & GIBB, INC | 5 | 5 | 0.01% | 0.03% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q1 2021 | 5 |
Intercontinental Wealth Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2019 | 5 |
ETRADE Capital Management LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2020 | 5 |
WINTRUST INVESTMENTS LLC | 3 | 2 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 5 |
OneAscent Wealth Management LLC | 4 | 1 | 0.11% | 0.13% | 0.15% | Q1 2022 | Q2 2023 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.01% | 0.06% | 0.13% | Q3 2019 | Q3 2020 | 5 |
Yong Rong (HK) Asset Management Ltd | 3 | 2 | 1.82% | 2.71% | 4.51% | Q1 2018 | Q3 2019 | 5 |
Capital Bank & Trust Co | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 5 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 5 |
Banyan Partners, LLC | 5 | 5 | 0.02% | 0.04% | 0.05% | Q3 2013 | Q3 2014 | 5 |
Seven Springs Wealth Group, LLC | 5 | 5 | 0.20% | 0.24% | 0.27% | Q2 2021 | Q2 2022 | 5 |
Parisi Gray Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
tru Independence LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
LINCOLN NATIONAL CORP | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 5 |
IMS Capital Management | 4 | 1 | 0.01% | 0.10% | 0.14% | Q3 2018 | Q3 2023 | 5 |
CLEAR STREET MARKETS LLC | 2 | 1 | 0.00% | 0.07% | 0.29% | Q3 2017 | Q3 2023 | 5 |
Security National Bank | 5 | 5 | 0.06% | 0.07% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Tradition Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
INVERNESS COUNSEL LLC /NY/ | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2022 | 5 |
North Star Investment Management Corp. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 5 |
TIVERTON ASSET MANAGEMENT LLC | 2 | 1 | 0.02% | 0.04% | 0.07% | Q3 2016 | Q1 2019 | 5 |
PALISADE CAPITAL MANAGEMENT, LP | 4 | 1 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q2 2021 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.01% | 0.14% | 0.42% | Q2 2017 | Q3 2017 | 5 |
BOENNING & SCATTERGOOD, INC. | 4 | 1 | 0.05% | 0.06% | 0.07% | Q3 2020 | Q4 2022 | 5 |
Oak Harvest Investment Services | 5 | 5 | 0.16% | 0.38% | 0.53% | Q3 2022 | Q3 2023 | 5 |
EverPoint Asset Management, LLC | 3 | 2 | 0.03% | 0.22% | 0.36% | Q2 2014 | Q4 2016 | 5 |
Dana Investment Advisors, Inc. | 5 | 5 | 0.01% | 0.37% | 0.91% | Q4 2019 | Q4 2020 | 5 |
Westover Capital Advisors, LLC | 5 | 5 | 0.08% | 0.09% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.12% | 0.13% | 0.15% | Q3 2022 | Q3 2023 | 5 |
Columbus Macro, LLC | 5 | 5 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q1 2023 | 5 |
Texas Yale Capital Corp. | 5 | 5 | 0.06% | 0.08% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Codex Capital, L.L.C. | 5 | 5 | 2.41% | 3.09% | 3.34% | Q3 2022 | Q3 2023 | 5 |
Parametrica Management Ltd | 3 | 1 | 0.53% | 3.52% | 5.51% | Q1 2016 | Q3 2023 | 5 |
IPG Investment Advisors LLC | 1 | 1 | 0.11% | 0.25% | 0.40% | Q2 2015 | Q2 2021 | 5 |
RK Asset Management, LLC | 4 | 1 | 0.28% | 5.31% | 7.25% | Q1 2022 | Q3 2023 | 5 |
Gradient Capital Advisors, LLC | 5 | 5 | 0.11% | 0.13% | 0.13% | Q3 2022 | Q3 2023 | 5 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 5 |
MANCHESTER FINANCIAL INC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 5 |
SteelPeak Wealth, LLC | 2 | 1 | 0.01% | 0.12% | 0.39% | Q2 2021 | Q4 2022 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.02% | 0.10% | 0.14% | Q4 2016 | Q4 2017 | 5 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 4 | 1 | 0.02% | 0.03% | 0.03% | Q3 2013 | Q1 2015 | 5 |
New Vernon Capital Holdings II LLC | 5 | 5 | 0.05% | 0.18% | 0.27% | Q2 2022 | Q2 2023 | 5 |
Virtue Capital Management, LLC | 3 | 2 | 0.04% | 0.19% | 0.48% | Q2 2020 | Q3 2021 | 5 |
Alpha Paradigm Partners, LLC | 3 | 2 | 0.04% | 0.33% | 0.73% | Q2 2021 | Q3 2022 | 5 |
TrueWealth Advisors, LLC | 5 | 5 | 0.09% | 0.10% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Legato Capital Management LLC | 4 | 1 | 0.22% | 0.60% | 0.82% | Q2 2021 | Q3 2023 | 5 |
V Wealth Advisors LLC | 2 | 1 | 0.00% | 0.05% | 0.08% | Q2 2017 | Q1 2021 | 5 |
Robertson Stephens Wealth Management, LLC | 4 | 1 | 0.02% | 0.04% | 0.10% | Q3 2020 | Q4 2022 | 5 |
AlphaCentric Advisors LLC | 5 | 5 | 0.03% | 0.22% | 0.45% | Q3 2020 | Q3 2021 | 5 |
Oak Grove Capital LLC | 5 | 5 | 0.10% | 0.11% | 0.13% | Q1 2021 | Q1 2022 | 5 |
D.B. Root & Company, LLC | 5 | 5 | 0.14% | 0.26% | 0.38% | Q1 2018 | Q1 2019 | 5 |
PFM Health Sciences, LP | 4 | 1 | 0.26% | 0.87% | 1.83% | Q1 2013 | Q4 2017 | 5 |
Stux Capital Management, LLC | 5 | 5 | 0.11% | 0.14% | 0.16% | Q2 2013 | Q2 2014 | 5 |
Independent Portfolio Consultants, Inc. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2017 | 5 |
TOMPKINS FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2021 | 5 |
HB Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Red Tortoise LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
Main Street Research LLC | 3 | 2 | 0.05% | 1.51% | 2.92% | Q2 2017 | Q3 2020 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.15% | 0.19% | 0.24% | Q2 2015 | Q2 2016 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2014 | 5 |
Florence Capital Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2017 | 5 |
Vigilare Wealth Management | 4 | 1 | 0.18% | 0.20% | 0.24% | Q3 2020 | Q4 2021 | 5 |
Kalos Management, Inc. | 5 | 5 | 0.55% | 0.73% | 1.02% | Q3 2019 | Q3 2020 | 5 |
INGALLS & SNYDER LLC | 4 | 1 | 0.01% | 0.11% | 0.18% | Q1 2017 | Q3 2018 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q4 2022 | 5 |
Lombard Odier Asset Management (USA) Corp | 2 | 2 | 0.09% | 0.22% | 0.28% | Q2 2020 | Q3 2020 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q4 2018 | 5 |
China Universal Asset Management Co., Ltd. | 5 | 5 | 0.29% | 0.41% | 0.70% | Q3 2022 | Q3 2023 | 5 |
BRIDGES INVESTMENT MANAGEMENT INC | 5 | 5 | 0.03% | 0.04% | 0.06% | Q3 2018 | Q3 2019 | 5 |
ANALYTIC INVESTORS, LLC | 2 | 1 | 0.01% | 0.06% | 0.16% | Q3 2013 | Q2 2016 | 5 |
Roble, Belko & Company, Inc | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2018 | 5 |
WILLNER & HELLER, LLC | 5 | 5 | 0.30% | 0.36% | 0.43% | Q4 2021 | Q4 2022 | 5 |
Evergreen Wealth Solutions, LLC | 5 | 5 | 0.49% | 0.56% | 0.61% | Q3 2022 | Q3 2023 | 5 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2021 | 4 |
Pinkerton Retirement Specialists, LLC | 3 | 1 | 0.00% | 0.06% | 0.23% | Q2 2016 | Q2 2020 | 4 |
BAROMETER CAPITAL MANAGEMENT INC. | 3 | 1 | 0.10% | 0.61% | 1.06% | Q2 2017 | Q3 2020 | 4 |
Wilmington Trust, National Association | 2 | 2 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q2 2014 | 4 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 4 | 4 | 0.78% | 0.90% | 1.07% | Q4 2022 | Q3 2023 | 4 |
Gladius Capital Management LP | 2 | 1 | 0.00% | 0.13% | 0.29% | Q4 2021 | Q2 2023 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2018 | 4 |
Spark Investment Management LLC | 2 | 2 | 0.11% | 0.16% | 0.27% | Q2 2016 | Q3 2018 | 4 |
IFC Holdings Incorporated/FL | 3 | 1 | 0.02% | 0.04% | 0.11% | Q4 2015 | Q3 2017 | 4 |
Chicago Partners Investment Group LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2021 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Alpha Family Trust | 4 | 4 | 0.31% | 0.37% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Ergoteles LLC | 1 | 1 | 0.04% | 0.15% | 0.29% | Q2 2021 | Q2 2023 | 4 |
Sio Capital Management, LLC | 2 | 1 | 1.63% | 2.49% | 3.88% | Q2 2017 | Q3 2023 | 4 |
Gary Goldberg Planning Services Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Personal Capital Advisors Corp | 4 | 4 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q4 2020 | 4 |
Roundview Capital LLC | 2 | 2 | 0.02% | 0.06% | 0.12% | Q2 2017 | Q4 2021 | 4 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 4 |
SENZAR ASSET MANAGEMENT, LLC | 4 | 4 | 5.20% | 7.81% | 10.89% | Q3 2017 | Q2 2018 | 4 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q3 2020 | 4 |
Miracle Mile Advisors, LLC | 3 | 1 | 0.01% | 0.05% | 0.18% | Q2 2020 | Q3 2023 | 4 |
Freedom Day Solutions, LLC | 4 | 4 | 0.65% | 0.72% | 0.84% | Q4 2022 | Q3 2023 | 4 |
SCHARF INVESTMENTS, LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2021 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.01% | 0.05% | 0.07% | Q2 2013 | Q1 2014 | 4 |
Surevest, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.05% | 0.13% | Q4 2017 | Q3 2022 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q1 2014 | 4 |
SHAPIRO ROBERT N | 2 | 2 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2014 | 4 |
Fosun International Ltd | 4 | 4 | 0.22% | 0.33% | 0.41% | Q4 2019 | Q3 2020 | 4 |
Brookstone Capital Management | 2 | 1 | 0.00% | 0.02% | 0.07% | Q2 2015 | Q2 2021 | 4 |
B. Riley Wealth Management, Inc. | 2 | 1 | 0.00% | 0.04% | 0.08% | Q2 2015 | Q2 2022 | 4 |
Partner Investment Management, L.P. | 3 | 1 | 0.10% | 0.81% | 1.54% | Q2 2013 | Q4 2017 | 4 |
Arete Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 4 |
Daiwa SB Investments Ltd. | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2014 | Q3 2015 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Investors Capital Advisory Services | 4 | 4 | 0.07% | 0.10% | 0.12% | Q4 2014 | Q3 2015 | 4 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 4 | 4 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q1 2020 | 4 |
Merit Financial Group, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 4 |
McNamara Financial Services, Inc. | 4 | 4 | 1.22% | 1.77% | 2.60% | Q4 2014 | Q3 2015 | 4 |
Financial Engines Advisors L.L.C. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2020 | 4 |
Dakota Wealth Management | 4 | 4 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q4 2020 | 4 |
NorthRock Partners, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 4 |
Bayesian Capital Management, LP | 2 | 1 | 0.08% | 0.26% | 0.50% | Q4 2017 | Q1 2021 | 4 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.13% | 0.43% | Q3 2016 | Q1 2017 | 4 |
Lebenthal Asset Management, LLC | 4 | 4 | 0.09% | 0.13% | 0.16% | Q2 2016 | Q1 2017 | 4 |
Hedeker Wealth, LLC | 4 | 4 | 0.33% | 0.78% | 1.15% | Q2 2020 | Q1 2021 | 4 |
Bellevue Asset Management AG | 4 | 4 | 1.80% | 2.63% | 3.01% | Q1 2015 | Q4 2015 | 4 |
MISSION WEALTH MANAGEMENT, LP | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
GARGOYLE INVESTMENT ADVISOR L.L.C. | 4 | 4 | 0.44% | 0.52% | 0.56% | Q1 2019 | Q4 2019 | 4 |
Cavalier Investments, LLC | 2 | 2 | 0.51% | 0.83% | 1.43% | Q2 2020 | Q3 2023 | 4 |
Integrated Advisors Network LLC | 2 | 1 | 0.01% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 4 |
ALPHASIMPLEX GROUP, LLC | 4 | 4 | 0.08% | 0.11% | 0.19% | Q2 2020 | Q1 2021 | 4 |
Cribstone Capital Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 4 |
Dorsey & Whitney Trust CO LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
BURNEY CO/ | 4 | 4 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q3 2020 | 4 |
Dorsey Wright & Associates | 2 | 2 | 0.37% | 0.42% | 0.46% | Q2 2013 | Q3 2020 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.11% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
GARDNER LEWIS ASSET MANAGEMENT L P | 2 | 1 | 0.11% | 0.26% | 0.48% | Q2 2017 | Q4 2022 | 4 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2 | 1 | 0.00% | 0.02% | 0.09% | Q4 2015 | Q2 2023 | 4 |
SOLARIS ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.20% | 0.79% | Q3 2015 | Q1 2018 | 4 |
Radnor Capital Management, LLC | 4 | 4 | 0.10% | 0.12% | 0.16% | Q3 2021 | Q2 2022 | 4 |
Independent Advisor Alliance | 3 | 1 | 0.01% | 0.11% | 0.35% | Q2 2019 | Q2 2020 | 4 |
HCR Wealth Advisors | 1 | 1 | 0.04% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 4 |
Integre Asset Management, LLC | 4 | 4 | 0.13% | 0.71% | 0.93% | Q2 2016 | Q1 2017 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 4.63% | 5.79% | 6.77% | Q1 2017 | Q4 2017 | 4 |
RA Capital Management | 4 | 4 | 0.10% | 0.11% | 0.13% | Q3 2014 | Q2 2015 | 4 |
FLC Capital Advisors | 4 | 4 | 0.06% | 0.10% | 0.11% | Q1 2021 | Q4 2021 | 4 |
Cordatus Wealth Management LLC | 3 | 1 | 0.28% | 0.92% | 2.34% | Q1 2019 | Q3 2020 | 4 |
Diametric Capital, LP | 3 | 1 | 0.29% | 0.75% | 1.04% | Q4 2018 | Q4 2019 | 4 |
Bridgefront Capital, LLC | 3 | 1 | 0.21% | 0.27% | 0.36% | Q4 2020 | Q2 2023 | 4 |
Congress Park Capital LLC | 4 | 4 | 0.22% | 0.25% | 0.29% | Q4 2017 | Q3 2018 | 4 |
G&S Capital LLC | 3 | 1 | 0.18% | 0.30% | 0.52% | Q1 2020 | Q4 2022 | 4 |
COHEN LAWRENCE B | 4 | 4 | 0.13% | 0.15% | 0.19% | Q4 2016 | Q3 2017 | 4 |
Paradiem, LLC | 3 | 1 | 0.72% | 0.88% | 0.97% | Q4 2020 | Q1 2023 | 4 |
F3Logic, LLC | 2 | 2 | 0.01% | 0.35% | 0.80% | Q1 2019 | Q3 2020 | 4 |
Bowling Portfolio Management LLC | 4 | 4 | 0.17% | 0.42% | 0.67% | Q4 2018 | Q3 2019 | 4 |
CreativeOne Wealth, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 4 |
F&C Asset Management plc | 4 | 4 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q1 2014 | 4 |
Virtus Fund Advisers, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2017 | 4 |
Insight Wealth Strategies, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q1 2021 | 4 |
Strategic Investment Advisors / MI | 3 | 1 | 0.04% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 4 |
Kore Private Wealth LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2020 | 4 |
Main Street Financial Solutions, LLC | 1 | 1 | 0.03% | 0.08% | 0.23% | Q1 2021 | Q3 2023 | 4 |
Suncoast Equity Management | 4 | 4 | 2.32% | 3.03% | 3.51% | Q4 2020 | Q3 2021 | 4 |
TWINBEECH CAPITAL LP | 3 | 1 | 0.00% | 0.39% | 1.03% | Q4 2019 | Q3 2023 | 4 |
Core Wealth Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
Integral Health Asset Management, LLC | 2 | 1 | 0.50% | 1.83% | 2.84% | Q2 2020 | Q1 2023 | 4 |
Realta Investment Advisors | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q4 2019 | 4 |
OneAscent Financial Services LLC | 3 | 1 | 0.13% | 0.27% | 0.64% | Q4 2021 | Q2 2023 | 4 |
Pensionfund DSM Netherlands | 2 | 2 | 0.12% | 0.30% | 0.50% | Q4 2018 | Q4 2021 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Venture Visionary Partners LLC | 3 | 1 | 0.01% | 0.05% | 0.07% | Q2 2021 | Q2 2022 | 4 |
Belmont Capital, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q2 2023 | 4 |
Steinberg Global Asset Management | 4 | 4 | 0.07% | 0.08% | 0.09% | Q2 2017 | Q1 2018 | 4 |
Elevated Capital Advisors, LLC | 4 | 4 | 0.36% | 0.40% | 0.48% | Q2 2020 | Q1 2021 | 4 |
U.S. Capital Wealth Advisors, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 4 | 4 | 0.13% | 0.21% | 0.28% | Q4 2019 | Q3 2020 | 4 |
JACKSON SQUARE CAPITAL, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
PARNASSUS INVESTMENTS, LLC | 4 | 4 | 0.18% | 0.45% | 0.74% | Q1 2019 | Q4 2019 | 4 |
SEAVIEW INVESTMENT MANAGERS LLC | 3 | 1 | 2.24% | 2.54% | 2.83% | Q3 2020 | Q4 2021 | 4 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
Accel Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
DCM Advisors, LLC | 2 | 1 | 0.10% | 0.17% | 0.25% | Q4 2020 | Q2 2022 | 4 |
ADIRONDACK RETIREMENT SPECIALISTS, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
CHILDRESS CAPITAL ADVISORS, LLC | 2 | 1 | 0.02% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 4 |
IronBridge Private Wealth, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 4 |
Canvas Wealth Advisors, LLC | 4 | 4 | 0.08% | 0.19% | 0.25% | Q2 2021 | Q1 2022 | 4 |
Optiver Holding B.V. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 4 |
C2C Wealth Management, LLC | 3 | 1 | 0.04% | 0.13% | 0.22% | Q4 2021 | Q3 2023 | 4 |
Accurate Wealth Management, LLC | 3 | 1 | 0.07% | 0.09% | 0.14% | Q3 2022 | Q3 2023 | 4 |
JB Capital LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Roberts Capital Advisors, LLC | 4 | 4 | 0.16% | 0.21% | 0.27% | Q4 2021 | Q3 2022 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.01% | 0.04% | 0.12% | Q4 2021 | Q4 2022 | 4 |
Stiles Financial Services Inc | 4 | 4 | 0.41% | 0.72% | 1.15% | Q4 2022 | Q3 2023 | 4 |
Sonora Investment Management Group, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
BCR Wealth Strategies, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
H. L. Ormond & Company, LLC | 4 | 4 | 0.35% | 0.38% | 0.44% | Q4 2021 | Q3 2022 | 4 |
Corton Capital Inc. | 3 | 1 | 0.24% | 0.45% | 0.59% | Q1 2022 | Q3 2023 | 4 |
AXXCESS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Raleigh Capital Management Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.25% | 0.36% | 0.42% | Q1 2022 | Q4 2022 | 4 |
Harvest Portfolios Group Inc. | 4 | 4 | 2.28% | 2.47% | 2.61% | Q4 2022 | Q3 2023 | 4 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 4 | 4 | 0.15% | 0.17% | 0.20% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Ritter Daniher Financial Advisory LLC / DE | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Pacific Sage Partners, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.24% | 0.27% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Capital Group Investment Management Pte. Ltd. | 4 | 4 | 1.05% | 1.20% | 1.38% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Western Financial Corp/CA | 4 | 4 | 0.76% | 0.93% | 1.06% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Fortis Capital Advisors, LLC | 4 | 4 | 0.16% | 0.20% | 0.26% | Q4 2022 | Q3 2023 | 4 |
GUARDIAN CAPITAL LP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Crescent Sterling, Ltd. | 4 | 4 | 0.31% | 0.35% | 0.38% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
River Street Advisors LLC | 4 | 4 | 0.32% | 0.36% | 0.38% | Q4 2022 | Q3 2023 | 4 |
TFB Advisors LLC | 4 | 4 | 0.17% | 0.32% | 0.61% | Q4 2022 | Q3 2023 | 4 |
STF Management LP | 4 | 4 | 0.52% | 0.68% | 0.77% | Q4 2022 | Q3 2023 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 0.56% | 0.62% | 0.67% | Q4 2022 | Q3 2023 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.45% | 0.54% | 0.62% | Q4 2022 | Q3 2023 | 4 |
Delta Financial Group, Inc. | 4 | 4 | 0.19% | 0.32% | 0.56% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
INNOVIS ASSET MANAGEMENT LLC | 4 | 4 | 0.38% | 0.47% | 0.55% | Q4 2022 | Q3 2023 | 4 |
Applied Finance Capital Management, LLC | 4 | 4 | 1.53% | 1.87% | 2.15% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.10% | 0.38% | Q4 2022 | Q3 2023 | 4 |
Cravens & Co Advisors, LLC | 4 | 4 | 0.81% | 0.90% | 1.01% | Q4 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.04% | 0.07% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Tilt Investment Management Holdings, PBC | 4 | 4 | 0.27% | 0.31% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
REGENTS OF THE UNIVERSITY OF CALIFORNIA | 4 | 4 | 0.98% | 1.99% | 3.10% | Q2 2014 | Q1 2015 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q2 2021 | 4 |
COOKSON PEIRCE & CO INC | 3 | 1 | 0.04% | 0.04% | 0.05% | Q2 2015 | Q3 2020 | 4 |
MANNING & NAPIER ADVISORS LLC | 4 | 4 | 1.06% | 1.13% | 1.26% | Q4 2016 | Q3 2017 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q4 2022 | 4 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 4 | 4 | 0.74% | 0.83% | 0.91% | Q4 2022 | Q3 2023 | 4 |
ASSET PLANNING CORPORATION | 4 | 4 | 0.15% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 4 | 4 | 0.35% | 0.39% | 0.49% | Q2 2020 | Q1 2021 | 4 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
FIRST MIDWEST BANK TRUST DIVISION | 3 | 1 | 0.04% | 0.05% | 0.06% | Q2 2015 | Q4 2020 | 4 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2015 | Q4 2015 | 4 |
KOPP INVESTMENT ADVISORS LLC | 4 | 4 | 0.52% | 0.56% | 0.57% | Q2 2013 | Q1 2014 | 4 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 2 | 1 | 0.00% | 0.06% | 0.22% | Q1 2016 | Q4 2021 | 4 |
CLARK ESTATES INC/NY | 4 | 4 | 0.66% | 0.82% | 0.97% | Q1 2022 | Q4 2022 | 4 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 4 | 4 | 0.39% | 1.06% | 1.40% | Q1 2018 | Q4 2018 | 4 |
GILDER GAGNON HOWE & CO LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q4 2020 | 4 |
ADVISORY RESEARCH INC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q3 2023 | 4 |
HARBOR CAPITAL ADVISORS, INC. | 4 | 4 | 0.26% | 0.33% | 0.43% | Q1 2023 | Q4 2023 | 4 |
ROOSEVELT INVESTMENT GROUP LLC | 4 | 4 | 1.53% | 1.90% | 2.45% | Q2 2013 | Q1 2014 | 4 |
EMERALD ADVISERS, LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 4 |
Brookfield Asset Management | 4 | 4 | 0.04% | 0.06% | 0.09% | Q3 2022 | Q2 2023 | 4 |
ELLERSON GROUP INC /ADV | 4 | 4 | 4.95% | 5.52% | 6.29% | Q4 2022 | Q3 2023 | 4 |
Richard Bernstein Advisors LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
BBR PARTNERS, LLC | 2 | 1 | 0.04% | 0.23% | 0.34% | Q4 2018 | Q4 2022 | 3 |
CERTUITY, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Lloyd Advisory Services, LLC. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2020 | 3 |
Certified Advisory Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
1776 Wealth LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q2 2020 | 3 |
Prime Capital Investment Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 3 |
STONNINGTON GROUP, LLC | 3 | 3 | 0.01% | 0.08% | 0.16% | Q4 2021 | Q2 2022 | 3 |
Archer Investment Corp | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q4 2021 | 3 |
Polar Asset Management Partners Inc. | 2 | 1 | 0.01% | 0.22% | 0.47% | Q2 2020 | Q3 2023 | 3 |
Aquatic Capital Management LLC | 2 | 1 | 0.12% | 0.23% | 0.43% | Q4 2021 | Q1 2023 | 3 |
Danda Trouve Investment Management, Inc. | 3 | 3 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2020 | 3 |
Overbrook Management Corp | 3 | 3 | 0.11% | 0.12% | 0.13% | Q2 2017 | Q4 2017 | 3 |
Midwest Professional Planners, LTD. | 3 | 3 | 0.05% | 0.07% | 0.12% | Q4 2017 | Q2 2018 | 3 |
NATIONAL PLANNING CORP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2017 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q4 2013 | 3 |
MainStreet Investment Advisors LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q3 2022 | 3 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.41% | 0.77% | 1.17% | Q3 2020 | Q1 2023 | 3 |
WealthShield Partners, LLC | 2 | 1 | 0.00% | 0.08% | 0.22% | Q1 2021 | Q1 2022 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
B. Metzler seel. Sohn & Co. Holding AG | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2021 | Q3 2021 | 3 |
Dynasty Wealth Management, LLC | 2 | 1 | 0.40% | 0.47% | 0.54% | Q4 2017 | Q3 2018 | 3 |
F/M Investments LLC | 2 | 1 | 1.97% | 1.99% | 2.00% | Q2 2021 | Q2 2022 | 3 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 3 |
LAKE STREET ADVISORS GROUP, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2021 | 3 |
MD Financial Management Inc. | 3 | 3 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q4 2021 | 3 |
Clearview Wealth Advisors LLC | 2 | 1 | 0.01% | 0.29% | 0.86% | Q4 2020 | Q3 2023 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Alpha DNA Investment Management LLC | 2 | 1 | 0.02% | 0.08% | 0.21% | Q4 2020 | Q3 2023 | 3 |
McCarthy Asset Management, Inc. | 3 | 3 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q2 2021 | 3 |
Redwood Investment Management, LLC | 1 | 1 | 0.07% | 0.12% | 0.17% | Q4 2020 | Q3 2023 | 3 |
Fore Capital, LLC | 3 | 3 | 0.31% | 0.33% | 0.36% | Q4 2020 | Q2 2021 | 3 |
Sterling Financial Planning, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
COWA, LLC | 3 | 3 | 0.24% | 0.28% | 0.31% | Q1 2021 | Q3 2021 | 3 |
Stamos Capital Partners, L.P. | 3 | 3 | 0.08% | 0.27% | 0.58% | Q1 2020 | Q3 2020 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Colonial River Wealth Management, LLC | 3 | 3 | 0.16% | 0.16% | 0.16% | Q3 2022 | Q1 2023 | 3 |
Vancity Investment Management Ltd | 3 | 3 | 0.64% | 1.21% | 1.67% | Q4 2020 | Q2 2021 | 3 |
Arjuna Capital | 3 | 3 | 0.41% | 0.44% | 0.50% | Q4 2022 | Q2 2023 | 3 |
Adalta Capital Management LLC | 2 | 1 | 0.14% | 0.15% | 0.17% | Q2 2020 | Q3 2023 | 3 |
Navis Wealth Advisors, LLC | 3 | 3 | 0.83% | 1.16% | 1.51% | Q1 2023 | Q3 2023 | 3 |
NEW ENGLAND SECURITIES CORP /MA/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 3 |
Pacific Center for Financial Services | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Curi Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
EMERALD MUTUAL FUND ADVISERS TRUST | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Geller Advisors LLC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q1 2023 | 3 |
Weiss Asset Management LP | 1 | 1 | 0.02% | 0.03% | 0.06% | Q4 2017 | Q1 2022 | 3 |
Premia Global Advisors, LLC | 2 | 1 | 0.18% | 0.21% | 0.25% | Q4 2017 | Q1 2019 | 3 |
Good Life Advisors, LLC | 3 | 3 | 0.24% | 0.26% | 0.29% | Q3 2021 | Q1 2022 | 3 |
Five Oceans Advisors | 3 | 3 | 0.13% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Exos TFP Holdings LLC | 3 | 3 | 0.17% | 0.28% | 0.37% | Q3 2022 | Q1 2023 | 3 |
Hoxton Financial, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 3 |
Delphi Private Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
Knott David M Jr | 3 | 3 | 0.62% | 0.93% | 1.29% | Q4 2021 | Q2 2022 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.09% | 0.19% | 0.26% | Q4 2017 | Q4 2018 | 3 |
Delphia (USA) Inc. | 2 | 1 | 0.34% | 0.66% | 1.04% | Q1 2022 | Q2 2023 | 3 |
White Knight Strategic Wealth Advisors, LLC | 3 | 3 | 0.34% | 0.39% | 0.43% | Q4 2021 | Q2 2022 | 3 |
Ifrah Financial Services, Inc. | 3 | 3 | 0.12% | 0.12% | 0.13% | Q1 2020 | Q3 2020 | 3 |
Western Pacific Wealth Management, LP | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 3 | 3 | 1.55% | 1.78% | 2.00% | Q4 2021 | Q2 2022 | 3 |
Homrich & Berg | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q2 2015 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Tyler-Stone Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.15% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Ilmarinen Mutual Pension Insurance Co | 3 | 3 | 0.06% | 0.07% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Tradeworx Inc. | 2 | 1 | 0.10% | 0.22% | 0.30% | Q1 2013 | Q1 2014 | 3 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 3 | 3 | 0.06% | 0.08% | 0.10% | Q1 2016 | Q3 2016 | 3 |
Financial Enhancement Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Joule Financial, LLC | 3 | 3 | 0.12% | 0.14% | 0.16% | Q1 2023 | Q3 2023 | 3 |
ANGELES WEALTH MANAGEMENT, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2020 | 3 |
American Research & Management Co. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Pointe Capital Management LLC | 2 | 1 | 0.08% | 0.18% | 0.26% | Q4 2021 | Q1 2023 | 3 |
V-Square Quantitative Management LLC | 3 | 3 | 0.10% | 0.16% | 0.21% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 3 | 3 | 0.90% | 1.21% | 1.58% | Q2 2015 | Q4 2015 | 3 |
COURIER CAPITAL LLC | 2 | 1 | 0.03% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 3 |
Beaumont Financial Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
VONTOBEL ASSET MANAGEMENT INC | 3 | 3 | 0.30% | 0.35% | 0.39% | Q4 2014 | Q2 2015 | 3 |
COASTLAND CAPITAL LLC | 3 | 3 | 0.12% | 0.30% | 0.51% | Q1 2014 | Q3 2014 | 3 |
Redwood Wealth Management Group, LLC | 3 | 3 | 0.32% | 0.49% | 0.64% | Q1 2023 | Q3 2023 | 3 |
MRP Capital Investments, LLC | 3 | 3 | 0.01% | 0.09% | 0.24% | Q4 2022 | Q2 2023 | 3 |
AJO, LP | 3 | 3 | 0.17% | 0.20% | 0.23% | Q1 2020 | Q3 2020 | 3 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 3 | 0.22% | 0.37% | 0.55% | Q3 2018 | Q1 2019 | 3 |
Salient Capital Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2017 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
DUBUQUE BANK & TRUST CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 3 |
Centre Asset Management, LLC | 3 | 3 | 1.90% | 2.14% | 2.41% | Q2 2018 | Q4 2018 | 3 |
AVALON CAPITAL MANAGEMENT | 2 | 1 | 0.84% | 1.27% | 1.66% | Q2 2017 | Q4 2018 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.19% | 0.23% | 0.25% | Q1 2023 | Q3 2023 | 3 |
Rotella Capital Management, Inc. | 1 | 1 | 0.34% | 0.41% | 0.46% | Q3 2013 | Q3 2015 | 3 |
Ruggaard & Associates LLC | 3 | 3 | 0.17% | 0.19% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.14% | 0.18% | 0.22% | Q1 2023 | Q3 2023 | 3 |
3Chopt Investment Partners, LLC | 3 | 3 | 0.24% | 0.44% | 0.55% | Q4 2022 | Q2 2023 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.13% | 0.32% | Q4 2016 | Q4 2016 | 3 |
Capital Planning Advisors, LLC | 3 | 3 | 0.09% | 0.11% | 0.13% | Q1 2017 | Q3 2017 | 3 |
Karp Capital Management Corp | 2 | 1 | 0.02% | 0.03% | 0.05% | Q2 2015 | Q1 2017 | 3 |
NORTHERN CAPITAL MANAGEMENT LLC | 3 | 3 | 0.23% | 0.24% | 0.25% | Q2 2018 | Q4 2018 | 3 |
Capital Research Global Investors | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Ativo Capital Management LLC | 2 | 1 | 0.11% | 0.52% | 0.76% | Q3 2020 | Q2 2022 | 3 |
FIDUCIARY TRUST INTERNATIONAL LLC | 2 | 1 | 0.00% | 0.04% | 0.06% | Q4 2018 | Q2 2020 | 3 |
CHARTWELL INVESTMENT PARTNERS, LLC | 3 | 3 | 0.06% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Redmile Group, LLC | 3 | 3 | 0.03% | 2.08% | 3.79% | Q2 2013 | Q4 2013 | 3 |
OKABENA INVESTMENT SERVICES INC | 3 | 3 | 0.00% | 0.10% | 0.30% | Q4 2022 | Q2 2023 | 3 |
DENALI ADVISORS LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q2 2021 | 3 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.02% | 0.04% | 0.07% | Q1 2016 | Q3 2023 | 3 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.49% | 1.12% | 1.60% | Q3 2013 | Q3 2015 | 3 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.04% | 0.21% | 0.37% | Q3 2021 | Q2 2023 | 3 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 3 |
1834 INVESTMENT ADVISORS CO | 3 | 3 | 0.15% | 0.17% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Barnett & Company, Inc. | 3 | 3 | 0.00% | 0.02% | 0.05% | Q3 2019 | Q1 2020 | 3 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Telemetry Investments, L.L.C. | 2 | 1 | 0.12% | 2.46% | 4.23% | Q2 2018 | Q3 2020 | 3 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2017 | 3 |
CHICAGO TRUST Co NA | 3 | 3 | 0.13% | 0.14% | 0.14% | Q2 2021 | Q4 2021 | 3 |
B & T Capital Management DBA Alpha Capital Management | 3 | 3 | 0.07% | 0.12% | 0.18% | Q2 2020 | Q4 2020 | 3 |
CANANDAIGUA NATIONAL CORP | 3 | 3 | 0.24% | 0.28% | 0.33% | Q2 2020 | Q4 2020 | 3 |
CASTLEARK MANAGEMENT LLC | 1 | 1 | 0.03% | 0.18% | 0.26% | Q1 2014 | Q2 2015 | 3 |
VIKING GLOBAL INVESTORS LP | 3 | 3 | 1.32% | 2.18% | 3.65% | Q1 2014 | Q3 2014 | 3 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q3 2023 | Q3 2023 | 3 |
EAGLE ASSET MANAGEMENT INC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2020 | 3 |
CHURCHILL MANAGEMENT Corp | 2 | 1 | 0.03% | 0.04% | 0.04% | Q4 2018 | Q2 2020 | 3 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.01% | 0.16% | 0.43% | Q1 2019 | Q4 2022 | 3 |
HOWARD HUGHES MEDICAL INSTITUTE | 3 | 3 | 0.02% | 0.11% | 0.18% | Q2 2014 | Q4 2014 | 3 |
MARSHALL & SULLIVAN INC /WA/ | 3 | 3 | 0.06% | 0.06% | 0.06% | Q3 2015 | Q1 2016 | 3 |
FRIESS ASSOCIATES LLC | 3 | 3 | 0.63% | 1.11% | 1.40% | Q2 2018 | Q4 2018 | 3 |
First Allied Asset Management, Inc. | 3 | 3 | 0.06% | 0.08% | 0.09% | Q2 2013 | Q4 2013 | 3 |
WRIGHT INVESTORS SERVICE INC | 2 | 1 | 0.12% | 0.42% | 0.59% | Q4 2020 | Q4 2021 | 3 |
Nelson Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
1492 Capital Management LLC | 1 | 1 | 0.13% | 0.14% | 0.15% | Q3 2022 | Q3 2023 | 3 |
Blackhawk Capital Partners LLC. | 3 | 3 | 0.11% | 0.13% | 0.15% | Q4 2017 | Q2 2018 | 3 |
Tuttle Capital Management, LLC | 2 | 1 | 0.21% | 0.39% | 0.66% | Q1 2019 | Q3 2020 | 3 |
Alpha Cubed Investments, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.42% | 0.64% | 0.82% | Q4 2012 | Q2 2013 | 3 |
SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.09% | 0.35% | 0.74% | Q3 2019 | Q3 2023 | 3 |
Foundry Partners, LLC | 2 | 1 | 0.39% | 0.76% | 1.16% | Q4 2013 | Q1 2022 | 3 |
Voleon Capital Management LP | 3 | 3 | 2.14% | 7.28% | 10.85% | Q2 2020 | Q4 2020 | 3 |
Atlantic Union Bankshares Corp | 3 | 3 | 0.02% | 0.06% | 0.09% | Q1 2023 | Q3 2023 | 3 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2022 | 3 |
Duquesne Family Office | 2 | 1 | 0.58% | 0.65% | 0.74% | Q3 2017 | Q3 2020 | 3 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
NORTH STAR ASSET MANAGEMENT INC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
MURPHY CAPITAL MANAGEMENT INC | 3 | 3 | 0.05% | 0.07% | 0.08% | Q4 2014 | Q2 2015 | 3 |
DAVIS R M INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
BTG Pactual Global Asset Management Ltd | 1 | 1 | 0.03% | 0.07% | 0.11% | Q4 2013 | Q2 2018 | 3 |
ARVEST TRUST CO N A | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
WELCH & FORBES LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2017 | 3 |
Semmax Financial Advisors Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.21% | 0.30% | 0.38% | Q1 2023 | Q3 2023 | 3 |
TLS Advisors LLC | 2 | 1 | 0.83% | 0.92% | 1.05% | Q4 2022 | Q3 2023 | 3 |
FNY Partners Fund LP | 3 | 3 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q2 2017 | 3 |
Spouting Rock Asset Management, LLC | 3 | 3 | 0.27% | 0.42% | 0.57% | Q1 2020 | Q3 2020 | 3 |
ProVise Management Group, LLC | 1 | 1 | 0.03% | 0.07% | 0.11% | Q4 2019 | Q3 2023 | 3 |
ELEMENT POINTE ADVISORS, LLC | 3 | 3 | 0.27% | 0.28% | 0.30% | Q3 2021 | Q1 2022 | 3 |
Watershed Asset Management, L.L.C. | 3 | 3 | 0.25% | 0.28% | 0.30% | Q4 2021 | Q2 2022 | 3 |
TRANSCEND CAPITAL ADVISORS, LLC | 2 | 1 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q4 2022 | 3 |
Fiduciary Trust Co International of Pennsylvania | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q4 2015 | 3 |
Leelyn Smith, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
MQS Management LLC | 1 | 1 | 0.17% | 0.24% | 0.31% | Q2 2022 | Q2 2023 | 3 |
Legend Financial Advisors, Inc. | 3 | 3 | 0.50% | 0.53% | 0.56% | Q1 2020 | Q3 2020 | 3 |
Selective Wealth Management, Inc. | 3 | 3 | 0.01% | 0.06% | 0.08% | Q3 2021 | Q1 2022 | 3 |
TCF National Bank | 3 | 3 | 0.04% | 0.04% | 0.05% | Q3 2020 | Q1 2021 | 3 |
HBW ADVISORY SERVICES LLC | 3 | 3 | 0.11% | 0.13% | 0.15% | Q4 2019 | Q2 2020 | 3 |
First American Bank | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q2 2017 | 3 |
Kathmere Capital Management, LLC | 2 | 1 | 0.03% | 0.05% | 0.09% | Q4 2019 | Q4 2020 | 3 |
Avalon Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
O'Brien Wealth Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 2 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.16% | 0.55% | 0.93% | Q2 2013 | Q3 2023 | 2 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 2 |
Alpha Quant Advisors, LLC | 2 | 2 | 0.26% | 0.28% | 0.30% | Q4 2018 | Q1 2019 | 2 |
GLG Partners LP | 2 | 2 | 0.13% | 0.13% | 0.14% | Q3 2014 | Q4 2014 | 2 |
INSIGNEO ADVISORY SERVICES, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Pinnacle Family Advisors, LLC | 2 | 2 | 0.14% | 0.79% | 1.44% | Q2 2020 | Q3 2020 | 2 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Quarry LP | 2 | 2 | 0.05% | 0.09% | 0.12% | Q4 2022 | Q1 2023 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.15% | 0.17% | 0.19% | Q2 2016 | Q3 2016 | 2 |
Torch Wealth Management LLC | 2 | 2 | 0.03% | 0.05% | 0.08% | Q1 2014 | Q2 2014 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2018 | Q1 2019 | 2 |
Andesa Financial Management Inc. | 1 | 1 | 0.13% | 0.16% | 0.19% | Q2 2020 | Q1 2022 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q4 2022 | Q1 2023 | 2 |
Jackson Wealth Management, LLC | 2 | 2 | 0.47% | 0.47% | 0.48% | Q2 2015 | Q3 2015 | 2 |
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q3 2016 | 2 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.12% | 0.19% | 0.26% | Q4 2022 | Q3 2023 | 2 |
WEXFORD CAPITAL LP | 1 | 1 | 0.03% | 0.04% | 0.05% | Q2 2017 | Q1 2023 | 2 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 2 |
Trust Investment Advisors | 2 | 2 | 0.19% | 0.20% | 0.21% | Q4 2022 | Q1 2023 | 2 |
Vahanian & Associates Financial Planning Inc. | 2 | 2 | 0.54% | 0.70% | 0.85% | Q4 2021 | Q1 2022 | 2 |
ADVENT CAPITAL MANAGEMENT /DE/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 2 |
Iguana Healthcare Management, LLC | 1 | 1 | 0.99% | 1.04% | 1.10% | Q1 2016 | Q4 2016 | 2 |
IMC-Chicago, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 2 |
Poplar Forest Capital LLC | 2 | 2 | 0.03% | 0.05% | 0.07% | Q4 2022 | Q1 2023 | 2 |
MAVERICK CAPITAL LTD | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2021 | 2 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.01% | 0.05% | 0.09% | Q1 2017 | Q4 2019 | 2 |
KNOTT DAVID M | 2 | 2 | 1.19% | 1.26% | 1.32% | Q2 2021 | Q3 2021 | 2 |
AFFINITY INVESTMENT ADVISORS, LLC | 2 | 2 | 0.14% | 0.16% | 0.17% | Q4 2021 | Q1 2022 | 2 |
GYL FINANCIAL SYNERGIES, LLC | 2 | 2 | 0.18% | 0.20% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Bluefin Trading, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q4 2019 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Darwin Wealth Management, LLC | 1 | 1 | 0.04% | 0.40% | 0.75% | Q2 2020 | Q2 2021 | 2 |
AEGON ASSET MANAGEMENT UK PLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2015 | Q1 2016 | 2 |
Gideon Capital Advisors, Inc. | 1 | 1 | 0.31% | 0.31% | 0.32% | Q2 2017 | Q4 2017 | 2 |
Ignis Investment Services Ltd | 2 | 2 | 1.00% | 1.11% | 1.22% | Q1 2014 | Q2 2014 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 2 |
PFG Private Wealth Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q4 2021 | 2 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 2 |
Fortress Investment Group LLC | 1 | 1 | 0.06% | 0.06% | 0.07% | Q3 2013 | Q3 2014 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.13% | 0.16% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Counsel Portfolio Services Inc. | 2 | 2 | 0.13% | 0.28% | 0.42% | Q3 2015 | Q4 2015 | 2 |
SIENA CAPITAL LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Enlightenment Research, LLC | 1 | 1 | 0.76% | 0.79% | 0.81% | Q3 2021 | Q3 2022 | 2 |
Thor Advisors, LLC | 1 | 1 | 0.40% | 0.75% | 1.10% | Q1 2019 | Q1 2020 | 2 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q2 2020 | 2 |
Crescent Capital Consulting, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Numeric Investors LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2017 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.05% | 0.06% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Deane Retirement Strategies, Inc. | 1 | 1 | 1.52% | 1.55% | 1.59% | Q1 2015 | Q2 2017 | 2 |
Asymmetry Capital Management, L.P. | 1 | 1 | 1.16% | 2.12% | 3.08% | Q3 2017 | Q4 2019 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ST GERMAIN D J CO INC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q2 2020 | 2 |
Arcataur Capital Management LLC | 2 | 2 | 0.24% | 0.26% | 0.28% | Q2 2023 | Q3 2023 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.09% | 0.10% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Symphony Financial, Ltd. Co. | 2 | 2 | 0.15% | 0.17% | 0.20% | Q1 2020 | Q2 2020 | 2 |
Lenox Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Gilbert & Cook, Inc. | 2 | 2 | 0.07% | 0.15% | 0.23% | Q2 2023 | Q3 2023 | 2 |
R&F Capital Advisors LP | 2 | 2 | 0.26% | 0.30% | 0.34% | Q4 2016 | Q1 2017 | 2 |
Foundations Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Bank of New Hampshire | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 2 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2018 | 2 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 2 |
Odey Holdings Ltd | 2 | 2 | 5.23% | 5.74% | 6.25% | Q2 2021 | Q3 2021 | 2 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.08% | 0.14% | 0.20% | Q1 2019 | Q4 2019 | 2 |
LA FINANCIERE DE L'ECHIQUIER | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 0.01% | 0.06% | 0.11% | Q2 2017 | Q2 2017 | 2 |
ISLAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q2 2022 | 2 |
Morningstar Investment Management LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
BRASADA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2018 | 2 |
Boxer Capital, LLC | 1 | 1 | 4.49% | 5.34% | 6.19% | Q2 2016 | Q1 2020 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Howard Capital Management Inc. | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2020 | Q3 2020 | 2 |
Coastline Trust Co | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q1 2023 | 2 |
1919 Investment Counsel, LLC | 2 | 2 | 0.00% | 0.20% | 0.40% | Q2 2014 | Q3 2014 | 2 |
BAR HARBOR WEALTH MANAGEMENT | 2 | 2 | 0.12% | 0.14% | 0.16% | Q2 2020 | Q3 2020 | 2 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Capitolis Advisors LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q1 2021 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
PFS Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Sofinnova Investments, Inc. | 1 | 1 | 0.08% | 0.72% | 1.36% | Q1 2018 | Q4 2019 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Winfield Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
ZWJ INVESTMENT COUNSEL INC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
All Terrain Financial Advisors, LLC | 1 | 1 | 0.08% | 0.09% | 0.11% | Q4 2020 | Q2 2021 | 2 |
MANA Advisors LLC | 1 | 1 | 0.84% | 1.58% | 2.32% | Q2 2018 | Q3 2020 | 2 |
Vantis Investment Advisers L.P. | 2 | 2 | 9.01% | 10.58% | 12.16% | Q2 2020 | Q3 2020 | 2 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.10% | 0.34% | 0.58% | Q4 2019 | Q4 2020 | 2 |
ROWLANDMILLER & PARTNERS.ADV | 1 | 1 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q4 2023 | 2 |
WealthPlan Investment Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
PAX Financial Group, LLC | 2 | 2 | 0.07% | 0.10% | 0.12% | Q4 2021 | Q1 2022 | 2 |
ARGENTIERE CAPITAL AG | 1 | 1 | 2.68% | 2.68% | 2.68% | Q1 2019 | Q1 2019 | 2 |
RMR Wealth Builders | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
BBVA USA | 2 | 2 | 0.37% | 0.39% | 0.42% | Q2 2021 | Q3 2021 | 2 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 2 | 2 | 0.20% | 0.22% | 0.24% | Q2 2023 | Q3 2023 | 2 |
BOK Financial Private Wealth, Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Corbenic Partners LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2021 | 2 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 2 |
Summit Financial, LLC | 2 | 2 | 0.36% | 0.37% | 0.39% | Q2 2023 | Q3 2023 | 2 |
180 WEALTH ADVISORS, LLC | 1 | 1 | 0.05% | 0.08% | 0.11% | Q4 2017 | Q4 2021 | 2 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q2 2015 | 2 |
SIGMA CAPITAL MANAGEMENT LLC | 1 | 1 | 0.10% | 0.13% | 0.15% | Q2 2013 | Q1 2014 | 2 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2019 | 2 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q1 2021 | 2 |
Castle Creek Arbitrage, LLC | 1 | 1 | 0.19% | 0.47% | 0.74% | Q1 2017 | Q1 2017 | 2 |
Brendel Financial Advisors LLC | 1 | 1 | 0.00% | 1.00% | 1.99% | Q2 2020 | Q2 2021 | 2 |
Inspire Advisors, LLC | 2 | 2 | 0.08% | 0.11% | 0.15% | Q4 2021 | Q1 2022 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
AMERICAN ASSET MANAGEMENT INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2015 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
DC Investments Management, LLC | 2 | 2 | 0.44% | 0.65% | 0.86% | Q2 2020 | Q3 2020 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Crawford Lake Capital Management, LLC | 1 | 1 | 0.41% | 0.88% | 1.35% | Q1 2017 | Q1 2017 | 2 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q1 2023 | 2 |
Cipher Capital LP | 2 | 2 | 0.04% | 0.16% | 0.28% | Q2 2023 | Q3 2023 | 2 |
GREAT LAKES ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q1 2017 | 2 |
Carmichael Hill & Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
CADIAN CAPITAL MANAGEMENT, LP | 2 | 2 | 0.21% | 0.30% | 0.38% | Q2 2016 | Q3 2016 | 2 |
Bramshill Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Graticule Asia Macro Advisors LLC | 2 | 2 | 0.57% | 0.73% | 0.89% | Q3 2016 | Q4 2016 | 2 |
OMERS ADMINISTRATION Corp | 2 | 2 | 0.07% | 0.08% | 0.09% | Q3 2019 | Q4 2019 | 2 |
Graham Capital Management, L.P. | 1 | 1 | 0.02% | 0.05% | 0.08% | Q2 2022 | Q2 2023 | 2 |
NCM CAPITAL MANAGEMENT GROUP INC | 2 | 2 | 0.72% | 0.86% | 0.99% | Q3 2013 | Q4 2013 | 2 |
Claybrook Capital, LLC | 1 | 1 | 0.02% | 0.09% | 0.16% | Q4 2018 | Q2 2021 | 2 |
Artemis Investment Management LLP | 2 | 2 | 0.01% | 0.04% | 0.07% | Q4 2014 | Q1 2015 | 2 |
ACUTA CAPITAL PARTNERS, LLC | 2 | 2 | 1.23% | 2.06% | 2.88% | Q2 2018 | Q3 2018 | 2 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 2 |
Granahan Investment Management | 2 | 2 | 0.89% | 0.96% | 1.04% | Q2 2013 | Q3 2013 | 2 |
Absolute Return Capital, LLC | 2 | 2 | 0.02% | 0.04% | 0.07% | Q1 2014 | Q2 2014 | 2 |
Boussard & Gavaudan Investment Management LLP | 2 | 2 | 0.11% | 0.25% | 0.38% | Q4 2015 | Q1 2016 | 2 |
Highstreet Asset Management Inc. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2019 | Q4 2019 | 2 |
GLG INC. | 2 | 2 | 0.09% | 0.10% | 0.11% | Q3 2013 | Q4 2013 | 2 |
Holistic Financial Partners | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q1 2018 | 2 |
PICTON MAHONEY ASSET MANAGEMENT | 2 | 2 | 0.23% | 0.24% | 0.25% | Q1 2020 | Q2 2020 | 2 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2021 | 2 |
Tower View Wealth Management LLC | 2 | 2 | 0.89% | 0.94% | 0.99% | Q4 2020 | Q1 2021 | 2 |
Activest Wealth Management | 2 | 2 | 0.00% | 0.01% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Capital CS Group, LLC | 1 | 1 | 0.30% | 0.45% | 0.60% | Q3 2021 | Q1 2023 | 2 |
Bach Option Ltd | 2 | 2 | 0.12% | 0.12% | 0.13% | Q1 2016 | Q2 2016 | 2 |
Bollard Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Bell Rock Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Windmill Hill Asset Management Ltd | 2 | 2 | 0.70% | 0.76% | 0.82% | Q1 2021 | Q2 2021 | 2 |
Professional Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
LEVITT CAPITAL MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q4 2013 | 2 |
Carson Advisory Inc. | 1 | 1 | 0.21% | 0.22% | 0.23% | Q1 2022 | Q3 2022 | 2 |
Avion Wealth | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Regal Investment Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
Linscomb & Williams, Inc. | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2019 | Q1 2020 | 2 |
Carnick & Kubik, LLC | 1 | 1 | 0.03% | 0.05% | 0.08% | Q3 2015 | Q1 2016 | 2 |
Quadrant Private Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 2 |
Pluribus Labs, LLC | 2 | 2 | 1.03% | 1.16% | 1.30% | Q1 2022 | Q2 2022 | 2 |
QUANTITATIVE VALUE TECHNOLOGIES, LLC | 2 | 2 | 0.65% | 0.71% | 0.77% | Q1 2021 | Q2 2021 | 2 |
Adamant Biomedical Investments AG | 2 | 2 | 1.62% | 1.84% | 2.06% | Q3 2014 | Q4 2014 | 2 |
VICUS CAPITAL | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q3 2020 | 2 |
JDC-JSC L.P. | 2 | 2 | 1.02% | 2.12% | 3.22% | Q2 2020 | Q3 2020 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.27% | 0.28% | 0.28% | Q4 2018 | Q1 2019 | 2 |
TradeLink Global Equity LLC | 2 | 2 | 0.14% | 0.17% | 0.20% | Q2 2013 | Q3 2013 | 2 |
ENGINE NO. 1 LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q4 2021 | 2 |
MAPLELANE CAPITAL, LLC | 1 | 1 | 0.00% | 0.67% | 1.34% | Q3 2018 | Q3 2018 | 2 |
DRIVE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 2 |
Parametric Risk Advisors LLC | 2 | 2 | 0.07% | 0.09% | 0.11% | Q2 2016 | Q3 2016 | 2 |
HORIZON BANCORP INC /IN/ | 2 | 2 | 0.18% | 0.20% | 0.23% | Q2 2020 | Q3 2020 | 2 |
Arlington Capital Management, Inc. | 1 | 1 | 0.21% | 0.64% | 1.07% | Q4 2014 | Q1 2023 | 2 |
TFS CAPITAL LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q1 2017 | Q2 2017 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
HighVista Strategies LLC | 2 | 2 | 0.26% | 0.38% | 0.50% | Q1 2019 | Q2 2019 | 2 |
UBS OCONNOR LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q2 2020 | 2 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
Price Capital Management, Inc. | 1 | 1 | 0.16% | 0.26% | 0.36% | Q1 2015 | Q2 2018 | 2 |
Alphadyne Asset Management LP | 1 | 1 | 0.02% | 0.05% | 0.08% | Q3 2023 | Q3 2023 | 2 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2019 | 2 |
Well Done, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2018 | 2 |
KELLEHER FINANCIAL ADVISORS | 1 | 1 | 0.12% | 0.13% | 0.15% | Q1 2022 | Q4 2022 | 2 |
Aevitas Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Rikoon Group, LLC | 1 | 1 | 0.07% | 0.08% | 0.08% | Q3 2018 | Q1 2019 | 2 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 2 | 2 | 0.37% | 0.58% | 0.78% | Q2 2020 | Q3 2020 | 2 |
Transform Wealth, LLC | 2 | 2 | 0.50% | 0.60% | 0.70% | Q2 2023 | Q3 2023 | 2 |
Aveo Capital Partners, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q4 2022 | 2 |
DAYMARK WEALTH PARTNERS, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 2 |
QVR LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2022 | 2 |
Pallas Capital Advisors LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q4 2021 | 2 |
Campion Asset Management | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2023 | Q3 2023 | 2 |
RIA Advisory Group LLC | 2 | 2 | 0.20% | 0.21% | 0.23% | Q4 2022 | Q1 2023 | 2 |
Modera Wealth Management, LLC | 2 | 2 | 0.12% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Haafor (Singapore) Pte. Ltd. | 2 | 2 | 0.47% | 0.73% | 0.99% | Q4 2019 | Q1 2020 | 2 |
Estate Counselors, LLC | 2 | 2 | 0.16% | 0.16% | 0.17% | Q3 2022 | Q4 2022 | 2 |
MCIA Inc | 2 | 2 | 0.54% | 0.70% | 0.87% | Q3 2020 | Q4 2020 | 2 |
SPHERA FUNDS MANAGEMENT LTD. | 1 | 1 | 1.28% | 1.73% | 2.17% | Q1 2018 | Q2 2019 | 2 |
ORSER CAPITAL MANAGEMENT, LLC | 2 | 2 | 1.32% | 1.67% | 2.02% | Q2 2020 | Q3 2020 | 2 |
Destiny Wealth Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q3 2013 | 2 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 2 |
BFSG, LLC | 1 | 1 | 0.13% | 0.14% | 0.16% | Q2 2020 | Q3 2021 | 2 |
Loeb Offshore Management LP | 2 | 2 | 0.08% | 0.09% | 0.09% | Q3 2013 | Q4 2013 | 2 |
Private Capital Advisors, Inc. | 2 | 2 | 0.55% | 0.66% | 0.77% | Q2 2013 | Q3 2013 | 2 |
Farmers National Bank | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2019 | 2 |
JD CAPITAL MANAGEMENT LLC | 2 | 2 | 1.80% | 2.23% | 2.66% | Q1 2017 | Q2 2017 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.92% | 1.85% | Q4 2022 | Q3 2023 | 2 |
CORNERCAP INVESTMENT COUNSEL INC | 1 | 1 | 0.11% | 0.28% | 0.44% | Q4 2018 | Q1 2022 | 2 |
Clear Perspective Advisors, LLC | 2 | 2 | 0.48% | 0.54% | 0.60% | Q2 2018 | Q3 2018 | 2 |
WESTERN FINANCIAL Corp | 2 | 2 | 0.32% | 0.39% | 0.46% | Q2 2022 | Q3 2022 | 2 |
Interchange Capital Partners, LLC | 2 | 2 | 0.02% | 0.08% | 0.14% | Q4 2020 | Q1 2021 | 2 |
Global Financial Private Capital, Inc | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q2 2020 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
True Link Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Tacita Capital Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 2 |
Green Alpha Advisors, LLC | 2 | 2 | 0.29% | 0.31% | 0.34% | Q3 2023 | Q4 2023 | 2 |
AtonRa Partners | 2 | 2 | 0.40% | 0.42% | 0.44% | Q4 2020 | Q1 2021 | 2 |
FIRST QUADRANT LLC/CA | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q4 2021 | 2 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
FULTON BREAKEFIELD BROENNIMAN LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q2 2020 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q1 2021 | 2 |
Oliver Luxxe Assets LLC | 2 | 2 | 1.19% | 1.19% | 1.20% | Q3 2021 | Q4 2021 | 2 |
Arden Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Fullerton Fund Management Co Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2013 | Q4 2013 | 1 |
BLUE ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2014 | Q4 2014 | 1 |
QUEST CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q2 2016 | 1 |
SkyOak Wealth, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2023 | Q3 2023 | 1 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
CYNOSURE ADVISORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q4 2017 | 1 |
OPTIMAS CAPITAL Ltd | 1 | 1 | 2.69% | 2.69% | 2.69% | Q1 2023 | Q1 2023 | 1 |
11 Capital Partners LP | 1 | 1 | 5.98% | 5.98% | 5.98% | Q2 2023 | Q2 2023 | 1 |
PROFESSIONAL PLANNING | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
Grant Street Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Altium Wealth Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Atom Investors LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
Douglas C. Lane & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Crestline Management, LP | 1 | 1 | 1.27% | 1.27% | 1.27% | Q3 2019 | Q3 2019 | 1 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q1 2015 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ALGERT GLOBAL LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2015 | Q4 2015 | 1 |
Ennismore Fund Management Ltd | 1 | 1 | 2.97% | 2.97% | 2.97% | Q1 2021 | Q1 2021 | 1 |
SWS Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Altman Advisors, Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2018 | Q2 2018 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
DIAMANT ASSET MANAGEMENT, INC. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
MAGNOLIA CAPITAL ADVISORS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Wealth Enhancement & Preservation of GA, LLC | 1 | 1 | 2.36% | 2.36% | 2.36% | Q2 2020 | Q2 2020 | 1 |
Central Asset Investments & Management Holdings (HK) Ltd | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2021 | Q3 2021 | 1 |
Engrave Wealth Partners LLC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q2 2020 | Q2 2020 | 1 |
Ascendant Capital Management, LLC | 1 | 1 | 1.08% | 1.08% | 1.08% | Q4 2022 | Q4 2022 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
USCA RIA LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2020 | Q1 2020 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Investment Management Corp of Ontario | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Vise Technologies, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
LUPO SECURITIES, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2014 | Q4 2014 | 1 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2021 | Q2 2021 | 1 |
6 Meridian | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
TANG CAPITAL MANAGEMENT LLC | 1 | 1 | 2.02% | 2.02% | 2.02% | Q4 2019 | Q4 2019 | 1 |
SILVERARC CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.70% | 1.70% | 1.70% | Q1 2023 | Q1 2023 | 1 |
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
55I, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
LOEB PARTNERS CORP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2017 | Q4 2017 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Rockbridge Investment Management, LCC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Monument Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
Beacon Harbor Wealth Advisors, Inc. | 1 | 1 | 3.18% | 3.18% | 3.18% | Q1 2020 | Q1 2020 | 1 |
Atlas Principals, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q1 2021 | Q1 2021 | 1 |
Rock Point Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Cordant, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Neo Ivy Capital Management | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2019 | Q1 2019 | 1 |
Taylor Hoffman Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Castle Rock Wealth Management, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2017 | Q4 2017 | 1 |
Capstone Investment Advisors (Netherlands), B.V. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2016 | Q4 2016 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Sage Mountain Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MOODY ALDRICH PARTNERS LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Legacy Wealth Partners, Inc. | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2021 | Q2 2021 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q3 2017 | Q3 2017 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Golden Green, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2021 | Q2 2021 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Progeny 3, Inc. | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2020 | Q1 2020 | 1 |
TODD ASSET MANAGEMENT LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2018 | Q3 2018 | 1 |
EVERMAY WEALTH MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Alpine Partners USVI, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2013 | Q2 2013 | 1 |
Private Wealth Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q3 2016 | 1 |
TCG Advisory Services, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2021 | Q3 2021 | 1 |
MRA Advisory Group | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2020 | Q4 2020 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
TKG Advisors, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2022 | Q4 2022 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Asset Advisors Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Latitude Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Crescent Grove Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Geneva Partners, LLC | 1 | 1 | 1.54% | 1.54% | 1.54% | Q2 2020 | Q2 2020 | 1 |
Golden State Equity Partners | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
APOGEM CAPITAL LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
MONETTA FINANCIAL SERVICES INC | 1 | 1 | 1.08% | 1.08% | 1.08% | Q3 2018 | Q3 2018 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Geduld E E | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
WMS Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Edmond de Rothschild (Europe) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
RPg Family Wealth Advisory, LLC | 1 | 1 | 1.92% | 1.92% | 1.92% | Q3 2023 | Q3 2023 | 1 |
Kimelman & Baird, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
Moloney Securities Asset Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Azimuth Capital Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2015 | Q3 2015 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
FIFTH LANE CAPITAL, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2021 | Q4 2021 | 1 |
AlphaOne Investment Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2022 | Q3 2022 | 1 |
CARLSON CAPITAL L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Deuterium Capital Management, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2022 | Q1 2022 | 1 |
O'Neil Global Advisors, Inc. | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2021 | Q3 2021 | 1 |
Copernicus Capital Management, LLC | 1 | 1 | 11.47% | 11.47% | 11.47% | Q1 2021 | Q1 2021 | 1 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
First Command Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
MONUMENTAL FINANCIAL GROUP INC. | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2021 | Q1 2021 | 1 |
Liberty Capital Management, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2015 | Q2 2015 | 1 |
FBR & Co. | 1 | 1 | 4.87% | 4.87% | 4.87% | Q2 2013 | Q2 2013 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ascension Capital Advisors, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2021 | Q3 2021 | 1 |
Diag Capital Management, LP | 1 | 1 | 2.47% | 2.47% | 2.47% | Q4 2018 | Q4 2018 | 1 |
WealthTrust Asset Management, LLC | 1 | 1 | 0.97% | 0.97% | 0.97% | Q2 2022 | Q2 2022 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.71% | 0.71% | 0.71% | Q2 2020 | Q2 2020 | 1 |
MCKINLEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Cognios Capital, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q1 2020 | Q1 2020 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Aperture Investors, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2021 | Q2 2021 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Impala Asset Management LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2021 | Q3 2021 | 1 |
ACG Wealth | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2021 | Q4 2021 | 1 |
American Financial Network Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Catamount Wealth Management | 1 | 1 | 1.42% | 1.42% | 1.42% | Q3 2016 | Q3 2016 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
United Capital Management of KS, Inc. | 1 | 1 | 1.40% | 1.40% | 1.40% | Q2 2020 | Q2 2020 | 1 |
HealthInvest Partners AB | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
Soros Fund Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Americana Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
LIGHT STREET CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.34% | 1.34% | 1.34% | Q1 2020 | Q1 2020 | 1 |
TCWP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
King Wealth Management Group | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2015 | Q4 2015 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
JOURNEY STRATEGIC WEALTH LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Keel Point, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
AT Bancorp | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
Exane Asset Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Ariose Capital Management Ltd | 1 | 1 | 0.94% | 0.94% | 0.94% | Q1 2020 | Q1 2020 | 1 |
Folger Hill Asset Management LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2017 | Q2 2017 | 1 |
Pinnacle Wealth Management, LLC | 1 | 1 | 2.14% | 2.14% | 2.14% | Q3 2022 | Q3 2022 | 1 |
Deimos Asset Management LLC | 1 | 1 | 1.29% | 1.29% | 1.29% | Q2 2016 | Q2 2016 | 1 |
Highland Private Wealth Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
GUARDIAN CAPITAL ADVISORS LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
Klingman & Associates, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Virtus Family Office LLC | 1 | 1 | 2.75% | 2.75% | 2.75% | Q3 2022 | Q3 2022 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Opera Trading Capital | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Rock Creek Group, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Savior LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
NEXTHERA CAPITAL LP | 1 | 1 | 1.48% | 1.48% | 1.48% | Q2 2019 | Q2 2019 | 1 |
CATALYST FINANCIAL PARTNERS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Eisler Capital (US) LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2023 | Q1 2023 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2013 | Q2 2013 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2020 | Q1 2020 | 1 |
RETIREMENT GUYS FORMULA LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Callan Family Office, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2016 | Q1 2016 | 1 |
Advanced Portfolio Management, LLC | 1 | 1 | 1.03% | 1.03% | 1.03% | Q1 2023 | Q1 2023 | 1 |
First National Advisers, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2022 | Q3 2022 | 1 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q2 2016 | Q2 2016 | 1 |
Sculptor Capital LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
Steamboat Capital Partners, LLC | 1 | 1 | 1.94% | 1.94% | 1.94% | Q4 2021 | Q4 2021 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
US GLOBAL INVESTORS FUNDS | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
Cooper Financial Group | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Windsor Creek Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2021 | Q1 2021 | 1 |
SYSTM Wealth Solutions LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Private Portfolio Partners LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
HARTWELL J M LIMITED PARTNERSHIP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2017 | Q1 2017 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
Artemis Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
TrinityPoint Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
9258 Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
SYQUANT CAPITAL SAS | 1 | 1 | 2.99% | 2.99% | 2.99% | Q2 2020 | Q2 2020 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
West Tower Group, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
New World Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
25 LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2023 | Q1 2023 | 1 |
Hanlon Investment Management, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
AGF MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Davide Leone & Partners Investment Co Ltd. | 1 | 1 | 1.94% | 1.94% | 1.94% | Q2 2020 | Q2 2020 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AIFG Consultants Ltd. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
FDO Partners, LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q3 2017 | Q3 2017 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
United Community Bank | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2023 | Q3 2023 | 1 |
Western Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC | 1 | 1 | 1.60% | 1.60% | 1.60% | Q3 2015 | Q3 2015 | 1 |
Hayman Capital | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2015 | Q2 2015 | 1 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2014 | Q2 2014 | 1 |
Teamwork Financial Advisors, LLC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q3 2022 | Q3 2022 | 1 |
Monashee Investment Management LLC | 1 | 1 | 3.73% | 3.73% | 3.73% | Q2 2020 | Q2 2020 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.86% | 0.86% | 0.86% | Q4 2015 | Q4 2015 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
FolioMetrix LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2015 | Q2 2015 | 1 |
PFS INVESTMENTS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
JS Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Hitchwood Capital Management LP | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2016 | Q3 2016 | 1 |
AdvisorShares Investments LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q4 2022 | 1 |
Signpost Capital Advisors, LP | 1 | 1 | 5.52% | 5.52% | 5.52% | Q1 2014 | Q1 2014 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
OVERSEA-CHINESE BANKING Corp Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
BANK OF THE WEST | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
CATAPULT CAPITAL MANAGEMENT LLC | 1 | 1 | 1.64% | 1.64% | 1.64% | Q2 2013 | Q2 2013 | 1 |
ATALANTA SOSNOFF CAPITAL, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2013 | Q4 2013 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
Bienville Capital Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2014 | Q4 2014 | 1 |
VESTOR CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
NORTHPOINTE CAPITAL LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2017 | Q3 2017 | 1 |
HHLR ADVISORS, LTD. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q1 2023 | 1 |
Baldrige Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Valtura Capital Partners LLC | 1 | 1 | 1.07% | 1.07% | 1.07% | Q4 2016 | Q4 2016 | 1 |
PETTYJOHN, WOOD & WHITE, INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2015 | Q4 2015 | 1 |
CITY HOLDING CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Hotaling Investment Management, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2022 | Q4 2022 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
IRONWOOD INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
ASPIRIANT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Wakefield Asset Management LLLP | 1 | 1 | 1.04% | 1.04% | 1.04% | Q4 2021 | Q4 2021 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
SOUTH GEORGIA CAPITAL, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2015 | Q3 2015 | 1 |
ARS Investment Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
STANCORP INVESTMENT ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Welch Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CTC LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
MARIETTA INVESTMENT PARTNERS LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2015 | Q4 2015 | 1 |
GALAXY CAPITAL TRADING LTD | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2013 | Q2 2013 | 1 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2013 | Q4 2013 | 1 |
Crossvault Capital Management LLC | 1 | 1 | 2.62% | 2.62% | 2.62% | Q1 2019 | Q1 2019 | 1 |
STONERIDGE INVESTMENT PARTNERS LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2021 | Q2 2021 | 1 |
ASSET MANAGEMENT CORP /IL/ /ADV | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2021 | Q1 2021 | 1 |
Cranbrook Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q1 2021 | 1 |
MCDANIEL TERRY & CO | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
BSW Wealth Partners | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2016 | Q1 2016 | 1 |
HONEYWELL INTERNATIONAL INC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2017 | Q1 2017 | 1 |
Euclidean Technologies Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
SeaBridge Investment Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
HGI Capital Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2018 | Q2 2018 | 1 |
Ghost Tree Capital, LLC | 1 | 1 | 1.50% | 1.50% | 1.50% | Q2 2014 | Q2 2014 | 1 |
Ikarian Capital, LLC | 1 | 1 | 4.77% | 4.77% | 4.77% | Q1 2020 | Q1 2020 | 1 |
Cordasco Financial Network | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
SENTINEL ASSET MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Guild Investment Management, Inc. | 1 | 1 | 6.26% | 6.26% | 6.26% | Q3 2013 | Q3 2013 | 1 |
AFFINITY WEALTH MANAGEMENT LLC | 1 | 1 | 1.81% | 1.81% | 1.81% | Q2 2020 | Q2 2020 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
EA Series Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
External links
This page lists all the filers that currently own REGENERON PHARMACEUTICALS or have owned REGENERON PHARMACEUTICALS in the past.