Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 116 |
Citadel Advisors | 42 | 42 | 0.00% | 0.01% | 0.11% | Q2 2013 | Q3 2023 | 100 |
Walleye Trading LLC | 19 | 3 | 0.00% | 0.01% | 0.11% | Q2 2013 | Q3 2023 | 82 |
D. E. Shaw & Co., Inc. | 27 | 14 | 0.00% | 0.02% | 0.18% | Q2 2013 | Q3 2023 | 73 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.05% | 0.25% | Q2 2013 | Q3 2023 | 64 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.03% | 0.11% | Q1 2012 | Q3 2023 | 62 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.00% | 0.01% | 0.02% | Q1 2009 | Q3 2023 | 59 |
Parallax Volatility Advisers, L.P. | 16 | 1 | 0.00% | 0.00% | 0.05% | Q2 2013 | Q3 2023 | 58 |
JANE STREET GROUP, LLC | 19 | 1 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q3 2023 | 55 |
WOLVERINE TRADING, LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 54 |
TWO SIGMA INVESTMENTS, LP | 12 | 1 | 0.00% | 0.01% | 0.16% | Q2 2013 | Q2 2023 | 53 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 53 |
MILLENNIUM MANAGEMENT LLC | 26 | 2 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 51 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.04% | 0.10% | Q1 2012 | Q3 2023 | 50 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.03% | 0.07% | 0.11% | Q3 2011 | Q3 2023 | 49 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.04% | 0.09% | 0.15% | Q3 2011 | Q3 2023 | 49 |
PEAK6 Investments LLC | 19 | 19 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q3 2023 | 48 |
MUFG Americas Holdings Corp | 48 | 48 | 0.00% | 0.09% | 0.56% | Q4 2010 | Q3 2022 | 48 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.01% | 0.06% | 0.19% | Q4 2011 | Q3 2023 | 48 |
First Horizon Advisors, Inc. | 47 | 47 | 0.00% | 0.17% | 0.74% | Q1 2012 | Q3 2023 | 47 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.23% | 0.40% | Q4 2012 | Q3 2023 | 44 |
PALISADE CAPITAL MANAGEMENT, LP | 44 | 44 | 0.02% | 0.21% | 0.58% | Q4 2012 | Q3 2023 | 44 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 44 |
AQR Capital Management | 42 | 1 | 0.00% | 0.03% | 0.20% | Q4 2012 | Q3 2023 | 43 |
Freedom Investment Management, Inc. | 43 | 43 | 0.03% | 0.10% | 0.33% | Q1 2013 | Q3 2023 | 43 |
CREDIT SUISSE AG/ | 43 | 43 | 0.02% | 0.05% | 0.10% | Q1 2013 | Q3 2023 | 43 |
WOODSTOCK CORP | 43 | 43 | 0.28% | 0.67% | 1.07% | Q2 2013 | Q4 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.06% | 0.10% | 0.13% | Q1 2013 | Q3 2023 | 43 |
NEVILLE RODIE & SHAW INC | 43 | 43 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q4 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.01% | 0.02% | 0.06% | Q4 2012 | Q2 2023 | 43 |
APPLETON PARTNERS INC/MA | 43 | 43 | 0.61% | 1.00% | 1.80% | Q2 2013 | Q4 2023 | 43 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.00% | 0.10% | 0.25% | Q2 2013 | Q3 2023 | 43 |
SEGALL BRYANT & HAMILL, LLC | 43 | 43 | 1.03% | 1.56% | 2.01% | Q1 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.06% | 0.09% | 0.11% | Q1 2013 | Q3 2023 | 43 |
BALDWIN BROTHERS LLC/MA | 43 | 43 | 0.15% | 0.21% | 0.39% | Q2 2013 | Q4 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.05% | 0.07% | 0.20% | Q1 2013 | Q3 2023 | 43 |
MAI Capital Management | 42 | 42 | 0.05% | 0.11% | 0.26% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.05% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.05% | 0.29% | 0.48% | Q2 2013 | Q3 2023 | 42 |
LS Investment Advisors, LLC | 42 | 42 | 0.01% | 0.36% | 1.30% | Q2 2013 | Q3 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 42 | 42 | 0.01% | 0.50% | 0.95% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.07% | 0.10% | 0.14% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.06% | 0.10% | 0.13% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.08% | 0.12% | 0.16% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.06% | 0.09% | 0.12% | Q2 2013 | Q3 2023 | 42 |
BAMCO INC /NY/ | 42 | 42 | 0.17% | 0.31% | 0.48% | Q2 2013 | Q3 2023 | 42 |
PARSONS CAPITAL MANAGEMENT INC/RI | 42 | 42 | 0.10% | 0.40% | 0.60% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.05% | 0.10% | 0.14% | Q2 2013 | Q3 2023 | 42 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.16% | 0.25% | 0.38% | Q2 2013 | Q3 2023 | 42 |
DF DENT & CO INC | 42 | 42 | 0.29% | 2.61% | 4.79% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 42 | 42 | 0.00% | 0.54% | 1.36% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.05% | 0.11% | 0.16% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.02% | 0.21% | 0.52% | Q2 2013 | Q3 2023 | 42 |
EADS & HEALD WEALTH MANAGEMENT | 42 | 42 | 0.67% | 0.79% | 0.91% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.08% | 0.11% | 0.16% | Q2 2013 | Q3 2023 | 42 |
BOSTON FAMILY OFFICE LLC | 42 | 42 | 0.19% | 0.88% | 1.64% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.00% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 42 |
BOSTON FINANCIAL MANGEMENT LLC | 42 | 42 | 0.07% | 0.21% | 0.74% | Q2 2013 | Q3 2023 | 42 |
MIDDLETON & CO INC/MA | 42 | 42 | 0.76% | 1.11% | 1.51% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.03% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Ameritas Investment Partners, Inc. | 42 | 42 | 0.04% | 0.12% | 0.47% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.06% | 0.10% | 0.22% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.18% | 0.51% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.06% | 0.10% | 0.27% | Q2 2013 | Q3 2023 | 42 |
EVERENCE CAPITAL MANAGEMENT INC | 42 | 42 | 0.10% | 0.22% | 0.56% | Q2 2013 | Q3 2023 | 42 |
MCKINLEY CAPITAL MANAGEMENT LLC | 42 | 42 | 0.01% | 0.21% | 0.73% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.05% | 0.12% | 0.22% | Q2 2013 | Q3 2023 | 42 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 42 | 42 | 0.01% | 0.17% | 0.30% | Q2 2013 | Q3 2023 | 42 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 42 | 42 | 2.41% | 2.96% | 3.64% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.12% | 0.39% | 0.83% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.03% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
BECK MACK & OLIVER LLC | 42 | 42 | 2.50% | 3.27% | 4.57% | Q2 2013 | Q3 2023 | 42 |
Provident Investment Management, Inc. | 42 | 42 | 0.24% | 3.65% | 6.62% | Q2 2013 | Q3 2023 | 42 |
WINDWARD CAPITAL MANAGEMENT CO /CA | 42 | 42 | 0.08% | 0.12% | 0.23% | Q2 2013 | Q3 2023 | 42 |
WASHINGTON TRUST Co | 42 | 42 | 0.10% | 0.66% | 1.75% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.02% | 0.05% | 0.19% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
SIGMA INVESTMENT COUNSELORS INC | 42 | 42 | 0.44% | 0.59% | 0.79% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.03% | 0.29% | 0.42% | Q2 2013 | Q3 2023 | 42 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 42 | 42 | 0.08% | 0.14% | 0.28% | Q2 2013 | Q3 2023 | 42 |
ASHFORD CAPITAL MANAGEMENT INC | 42 | 42 | 0.30% | 0.51% | 0.78% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.07% | 0.19% | Q2 2013 | Q3 2023 | 42 |
EULAV Asset Management | 42 | 42 | 0.86% | 1.46% | 2.36% | Q2 2013 | Q3 2023 | 42 |
DAVIS R M INC | 42 | 42 | 1.16% | 1.51% | 1.82% | Q2 2013 | Q3 2023 | 42 |
BRIDGES INVESTMENT MANAGEMENT INC | 42 | 42 | 0.09% | 0.59% | 0.89% | Q2 2013 | Q3 2023 | 42 |
CAPITAL CITY TRUST CO/FL | 42 | 42 | 0.97% | 1.27% | 1.59% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.04% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.02% | 0.23% | 0.57% | Q2 2013 | Q3 2023 | 42 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 42 | 42 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
GATEWAY INVESTMENT ADVISERS LLC | 42 | 42 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.06% | 0.11% | 0.15% | Q2 2013 | Q3 2023 | 42 |
FULTON BREAKEFIELD BROENNIMAN LLC | 42 | 42 | 0.49% | 1.14% | 1.95% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.01% | 0.06% | 0.23% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.03% | 0.46% | 0.88% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
BAHL & GAYNOR INC | 42 | 42 | 0.04% | 0.18% | 0.42% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.04% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.04% | 0.07% | 0.25% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.04% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.03% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 42 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 42 | 42 | 0.52% | 1.11% | 3.31% | Q2 2013 | Q3 2023 | 42 |
CRAWFORD INVESTMENT COUNSEL INC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Chesley Taft & Associates LLC | 42 | 42 | 0.12% | 0.18% | 0.23% | Q2 2013 | Q3 2023 | 42 |
JOHNSON INVESTMENT COUNSEL INC | 42 | 42 | 0.06% | 0.23% | 0.95% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.18% | 0.35% | 0.48% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Allianz Asset Management GmbH | 42 | 42 | 0.02% | 0.18% | 0.59% | Q2 2013 | Q3 2023 | 42 |
CARDEROCK CAPITAL MANAGEMENT INC | 42 | 42 | 1.17% | 2.39% | 3.50% | Q2 2013 | Q3 2023 | 42 |
HAHN CAPITAL MANAGEMENT LLC | 42 | 42 | 1.68% | 2.32% | 3.05% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.07% | 0.10% | 0.14% | Q2 2013 | Q3 2023 | 42 |
GAMCO INVESTORS, INC. ET AL | 42 | 42 | 0.04% | 0.09% | 0.17% | Q2 2013 | Q3 2023 | 42 |
SHELL ASSET MANAGEMENT CO | 42 | 42 | 0.02% | 0.14% | 0.59% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.06% | 0.10% | 0.14% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.39% | 0.56% | 0.79% | Q2 2013 | Q3 2023 | 42 |
CONNING INC. | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.00% | 0.14% | 0.50% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.36% | 0.60% | 0.84% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.07% | 0.10% | 0.13% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Cubist Systematic Strategies, LLC | 36 | 36 | 0.00% | 0.06% | 0.46% | Q2 2014 | Q1 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.03% | 0.16% | 0.51% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.05% | 0.12% | 0.20% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.06% | 0.08% | 0.11% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 42 |
CANADA PENSION PLAN INVESTMENT BOARD | 40 | 2 | 0.00% | 0.01% | 0.07% | Q1 2013 | Q3 2023 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.01% | 0.10% | 0.48% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
MOTCO | 42 | 42 | 0.00% | 0.19% | 0.64% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.03% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Stephens Investment Management Group LLC | 42 | 42 | 0.02% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.31% | 0.62% | 0.96% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL BANK OF OMAHA | 42 | 42 | 0.28% | 0.48% | 0.73% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
FIDUCIARY TRUST CO | 42 | 42 | 0.04% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.11% | 0.16% | Q3 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.02% | 0.07% | 0.24% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.02% | 0.09% | 0.20% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.06% | 0.10% | 0.14% | Q2 2013 | Q3 2023 | 42 |
GLENMEDE TRUST CO NA | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
LOOMIS SAYLES & CO L P | 42 | 42 | 0.03% | 0.25% | 0.47% | Q2 2013 | Q3 2023 | 42 |
KING LUTHER CAPITAL MANAGEMENT CORP | 42 | 42 | 0.79% | 1.31% | 1.69% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.03% | 0.90% | 1.90% | Q2 2013 | Q3 2023 | 42 |
CENTRAL SECURITIES CORP | 42 | 42 | 2.48% | 3.04% | 3.68% | Q2 2013 | Q3 2023 | 42 |
NBW CAPITAL LLC | 42 | 42 | 1.17% | 2.25% | 3.44% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.02% | 0.29% | 0.68% | Q2 2013 | Q3 2023 | 42 |
STONE RUN CAPITAL, LLC | 42 | 42 | 1.85% | 3.12% | 4.23% | Q2 2013 | Q3 2023 | 42 |
Clear Harbor Asset Management, LLC | 42 | 42 | 1.85% | 12.93% | 17.63% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.05% | 0.09% | 0.13% | Q2 2013 | Q3 2023 | 42 |
DIVIDEND ASSETS CAPITAL, LLC | 42 | 42 | 0.88% | 2.21% | 3.26% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.05% | 0.09% | 0.12% | Q2 2012 | Q4 2022 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.01% | 0.19% | 0.61% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.04% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Manchester Capital Management LLC | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Choate Investment Advisors | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Guinness Atkinson Asset Management Inc | 42 | 42 | 1.47% | 3.44% | 4.89% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.02% | 0.16% | 0.43% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.03% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Evercore Wealth Management, LLC | 42 | 42 | 0.53% | 1.48% | 2.11% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.06% | 0.24% | 0.56% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
PUTNAM INVESTMENTS LLC | 42 | 42 | 0.00% | 0.17% | 0.44% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Birch Hill Investment Advisors LLC | 42 | 42 | 0.05% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.07% | 0.10% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.06% | 0.18% | 0.78% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.12% | 0.16% | 0.22% | Q2 2013 | Q3 2023 | 42 |
PRIO WEALTH LIMITED PARTNERSHIP | 42 | 42 | 0.42% | 0.58% | 0.77% | Q2 2013 | Q3 2023 | 42 |
BROWN BROTHERS HARRIMAN & CO | 41 | 41 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.05% | 0.10% | 0.16% | Q1 2013 | Q3 2023 | 41 |
Vigilant Capital Management, LLC | 41 | 41 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q2 2023 | 41 |
WESBANCO BANK INC | 30 | 11 | 0.05% | 0.19% | 0.47% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.00% | 0.12% | 0.21% | Q2 2013 | Q3 2023 | 41 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 23 | 18 | 0.05% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 41 |
AMALGAMATED BANK | 40 | 1 | 0.06% | 0.09% | 0.12% | Q1 2013 | Q3 2023 | 41 |
WELCH & FORBES LLC | 41 | 41 | 0.01% | 1.01% | 1.56% | Q3 2013 | Q3 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.08% | 0.12% | 0.16% | Q3 2013 | Q3 2023 | 41 |
Creative Planning | 33 | 7 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
DUNCKER STREETT & CO INC | 41 | 41 | 0.06% | 0.41% | 0.74% | Q3 2013 | Q3 2023 | 41 |
Waratah Capital Advisors Ltd. | 29 | 12 | 0.10% | 3.20% | 9.40% | Q2 2013 | Q3 2023 | 41 |
METROPOLITAN LIFE INSURANCE CO/NY | 34 | 7 | 0.06% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 41 |
BNP PARIBAS FINANCIAL MARKETS | 41 | 41 | 0.01% | 0.04% | 0.10% | Q3 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 41 |
Echo Street Capital Management LLC | 33 | 8 | 0.05% | 0.80% | 3.47% | Q2 2013 | Q3 2023 | 41 |
Jefferies Group LLC | 11 | 1 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q2 2022 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.01% | 0.09% | 0.30% | Q3 2013 | Q3 2023 | 41 |
SAWGRASS ASSET MANAGEMENT LLC | 34 | 7 | 0.08% | 0.12% | 0.22% | Q2 2013 | Q3 2023 | 41 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 23 | 1 | 0.00% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 40 |
Janney Montgomery Scott LLC | 37 | 3 | 0.01% | 0.02% | 0.06% | Q3 2013 | Q3 2023 | 40 |
LORD, ABBETT & CO. LLC | 40 | 40 | 0.01% | 0.15% | 0.72% | Q4 2013 | Q3 2023 | 40 |
Hamilton Point Investment Advisors, LLC | 40 | 40 | 1.29% | 2.37% | 3.54% | Q4 2013 | Q3 2023 | 40 |
Nuveen Asset Management, LLC | 28 | 12 | 0.01% | 0.15% | 0.29% | Q2 2013 | Q3 2023 | 40 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
AMERICAN CENTURY COMPANIES INC | 40 | 40 | 0.01% | 0.17% | 0.44% | Q4 2013 | Q3 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.08% | 0.12% | 0.16% | Q3 2013 | Q3 2023 | 40 |
BOKF, NA | 25 | 6 | 0.01% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 40 |
PEDDOCK CAPITAL ADVISORS, LLC | 40 | 40 | 0.39% | 0.76% | 1.17% | Q4 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.05% | 0.07% | 0.10% | Q4 2013 | Q3 2023 | 40 |
SG Americas Securities, LLC | 31 | 9 | 0.00% | 0.04% | 0.15% | Q2 2013 | Q3 2023 | 40 |
Meiji Yasuda Asset Management Co Ltd. | 29 | 11 | 0.03% | 0.37% | 1.37% | Q2 2013 | Q3 2023 | 40 |
TORONTO DOMINION BANK | 40 | 40 | 0.00% | 0.03% | 0.06% | Q4 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.07% | 0.11% | 0.15% | Q4 2013 | Q3 2023 | 40 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 26 | 13 | 0.00% | 0.06% | 0.26% | Q2 2013 | Q3 2023 | 39 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 39 | 39 | 1.90% | 3.33% | 4.48% | Q1 2014 | Q3 2023 | 39 |
BESSEMER GROUP INC | 36 | 3 | 0.00% | 0.06% | 0.44% | Q2 2013 | Q3 2023 | 39 |
Korea Investment CORP | 28 | 11 | 0.00% | 0.11% | 0.34% | Q2 2013 | Q3 2023 | 39 |
PATTON ALBERTSON MILLER GROUP, LLC | 39 | 39 | 0.16% | 0.81% | 1.35% | Q1 2014 | Q3 2023 | 39 |
BANK OF NOVA SCOTIA | 38 | 1 | 0.00% | 0.03% | 0.11% | Q4 2013 | Q3 2023 | 39 |
Akre Capital Management | 39 | 39 | 0.34% | 5.20% | 6.63% | Q1 2014 | Q3 2023 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.07% | 0.10% | 0.13% | Q1 2014 | Q3 2023 | 39 |
BNP Paribas Asset Management Holding S.A. | 39 | 39 | 0.00% | 0.09% | 0.33% | Q1 2014 | Q3 2023 | 39 |
Reynders McVeigh Capital Management, LLC | 37 | 2 | 0.03% | 0.04% | 0.07% | Q4 2013 | Q3 2023 | 39 |
FIL Ltd | 39 | 39 | 0.00% | 0.06% | 0.17% | Q1 2014 | Q3 2023 | 39 |
FRED ALGER MANAGEMENT, LLC | 32 | 7 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q3 2023 | 39 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.00% | 0.05% | 0.09% | Q1 2014 | Q3 2023 | 39 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.09% | 0.48% | 1.18% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.05% | 0.10% | Q1 2014 | Q3 2023 | 39 |
RKL Wealth Management LLC | 39 | 39 | 0.43% | 1.26% | 3.17% | Q1 2014 | Q3 2023 | 39 |
HARDING LOEVNER LP | 38 | 38 | 0.00% | 1.81% | 2.69% | Q2 2013 | Q3 2022 | 38 |
SENTRY INVESTMENT MANAGEMENT LLC | 20 | 18 | 0.03% | 0.12% | 0.38% | Q2 2013 | Q3 2023 | 38 |
BLUESTEIN R H & CO LLC | 38 | 38 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2022 | 38 |
DONALDSON CAPITAL MANAGEMENT, LLC | 34 | 4 | 0.01% | 0.12% | 0.40% | Q1 2014 | Q3 2023 | 38 |
INVERNESS COUNSEL LLC /NY/ | 38 | 38 | 8.43% | 10.89% | 13.34% | Q2 2013 | Q3 2022 | 38 |
Meiji Yasuda Life Insurance Co | 27 | 11 | 0.02% | 0.18% | 0.45% | Q2 2013 | Q3 2023 | 38 |
Plante Moran Financial Advisors, LLC | 38 | 38 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2023 | 38 |
Robeco Institutional Asset Management B.V. | 24 | 14 | 0.00% | 0.04% | 0.15% | Q2 2013 | Q3 2023 | 38 |
LaFleur & Godfrey LLC | 38 | 38 | 0.08% | 0.20% | 0.31% | Q2 2014 | Q3 2023 | 38 |
LPL Financial LLC | 26 | 12 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.01% | 0.04% | 0.19% | Q2 2013 | Q3 2022 | 38 |
UBS Group AG | 36 | 36 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 37 |
TRUIST FINANCIAL CORP | 19 | 3 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 37 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 23 | 1 | 0.00% | 0.02% | 0.20% | Q2 2013 | Q3 2023 | 37 |
M&T BANK CORP | 37 | 37 | 0.02% | 0.04% | 0.06% | Q3 2014 | Q3 2023 | 37 |
Andra AP-fonden | 18 | 3 | 0.01% | 0.09% | 0.22% | Q2 2013 | Q2 2023 | 37 |
Tower Research Capital LLC (TRC) | 14 | 9 | 0.00% | 0.04% | 0.34% | Q3 2013 | Q3 2023 | 37 |
ARROW FINANCIAL CORP | 37 | 37 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2023 | 37 |
Newman Dignan & Sheerar, Inc. | 37 | 37 | 0.02% | 0.25% | 0.40% | Q3 2014 | Q3 2023 | 37 |
ASSETMARK, INC | 34 | 3 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 37 |
AMERICAN NATIONAL BANK | 37 | 37 | 0.01% | 1.33% | 1.92% | Q3 2014 | Q3 2023 | 37 |
National Pension Service | 37 | 37 | 0.09% | 0.13% | 0.18% | Q3 2014 | Q3 2023 | 37 |
APG Asset Management N.V. | 20 | 2 | 0.00% | 0.05% | 0.24% | Q2 2013 | Q3 2023 | 37 |
TCW GROUP INC | 30 | 7 | 0.02% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 37 |
ALLEGHANY CORP /DE | 36 | 36 | 0.59% | 5.87% | 10.77% | Q4 2013 | Q3 2022 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.04% | 0.09% | 0.14% | Q2 2013 | Q1 2022 | 36 |
Guinness Asset Management LTD | 36 | 36 | 0.45% | 0.92% | 1.36% | Q4 2014 | Q3 2023 | 36 |
Maple Capital Management, Inc. | 36 | 36 | 0.16% | 1.81% | 3.38% | Q4 2014 | Q3 2023 | 36 |
COMPTON CAPITAL MANAGEMENT INC /RI | 31 | 5 | 0.08% | 0.16% | 0.24% | Q2 2013 | Q2 2022 | 36 |
SVB WEALTH LLC | 36 | 36 | 0.02% | 0.09% | 0.21% | Q4 2014 | Q3 2023 | 36 |
F&V Capital Management, LLC | 36 | 36 | 0.07% | 0.73% | 1.34% | Q2 2013 | Q1 2022 | 36 |
Candriam S.C.A. | 36 | 36 | 0.01% | 0.05% | 0.12% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.01% | 0.03% | 0.09% | Q4 2014 | Q3 2023 | 36 |
First Personal Financial Services | 36 | 36 | 0.00% | 0.04% | 0.06% | Q4 2014 | Q3 2023 | 36 |
Cambridge Advisors Inc. | 36 | 36 | 0.20% | 0.25% | 0.62% | Q4 2014 | Q3 2023 | 36 |
KCM INVESTMENT ADVISORS LLC | 21 | 5 | 0.01% | 0.04% | 0.09% | Q2 2014 | Q3 2023 | 36 |
NOMURA HOLDINGS INC | 13 | 1 | 0.00% | 0.01% | 0.04% | Q4 2012 | Q3 2023 | 36 |
Neumann Capital Management, LLC | 36 | 36 | 0.27% | 0.71% | 1.04% | Q4 2014 | Q3 2023 | 36 |
IBM Retirement Fund | 36 | 36 | 0.07% | 0.10% | 0.14% | Q2 2013 | Q1 2022 | 36 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 36 | 36 | 0.00% | 0.05% | 0.33% | Q4 2014 | Q3 2023 | 36 |
Cambridge Investment Research Advisors, Inc. | 36 | 36 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
RAYMOND JAMES & ASSOCIATES | 36 | 36 | 0.01% | 0.08% | 0.17% | Q4 2014 | Q3 2023 | 36 |
CAPSTONE INVESTMENT ADVISORS, LLC | 6 | 1 | 0.00% | 0.01% | 0.08% | Q4 2015 | Q3 2023 | 36 |
TELEMUS CAPITAL, LLC | 35 | 35 | 0.06% | 0.25% | 0.45% | Q1 2015 | Q3 2023 | 35 |
Kingfisher Capital LLC | 31 | 4 | 0.74% | 1.01% | 1.36% | Q4 2013 | Q3 2023 | 35 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 1 | 0.20% | 0.41% | 0.62% | Q3 2014 | Q4 2023 | 35 |
Capital Investment Services of America, Inc. | 35 | 35 | 1.96% | 2.45% | 3.02% | Q1 2015 | Q3 2023 | 35 |
Montecito Bank & Trust | 34 | 1 | 0.09% | 0.13% | 0.18% | Q4 2014 | Q4 2023 | 35 |
Advisory Services Network, LLC | 27 | 8 | 0.00% | 0.11% | 0.21% | Q4 2014 | Q3 2023 | 35 |
BARINGS LLC | 35 | 35 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q4 2021 | 35 |
GOFEN & GLOSSBERG LLC /IL/ | 18 | 1 | 0.01% | 0.02% | 0.08% | Q4 2013 | Q4 2022 | 35 |
BRISTOL JOHN W & CO INC /NY/ | 35 | 35 | 0.03% | 1.86% | 2.99% | Q1 2015 | Q3 2023 | 35 |
ROPES WEALTH ADVISORS LLC | 35 | 35 | 0.36% | 0.59% | 0.80% | Q1 2015 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.01% | 0.05% | 0.10% | Q1 2015 | Q3 2023 | 35 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 34 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 35 |
VICTORY CAPITAL MANAGEMENT INC | 34 | 1 | 0.00% | 0.12% | 0.27% | Q3 2013 | Q3 2023 | 35 |
PEAK6 Group LLC | 14 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2018 | 34 |
Gotham Asset Management, LLC | 14 | 1 | 0.00% | 0.08% | 0.28% | Q2 2013 | Q3 2023 | 34 |
World Asset Management Inc | 34 | 34 | 0.06% | 0.09% | 0.12% | Q2 2013 | Q3 2021 | 34 |
TRUST CO OF VERMONT | 27 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.06% | 0.10% | Q2 2015 | Q3 2023 | 34 |
KENNEDY CAPITAL MANAGEMENT LLC | 30 | 4 | 0.08% | 0.14% | 0.23% | Q2 2013 | Q3 2023 | 34 |
Essex Financial Services, Inc. | 29 | 2 | 0.05% | 0.36% | 1.23% | Q4 2014 | Q3 2023 | 34 |
SECURITY NATIONAL TRUST CO | 34 | 34 | 0.03% | 0.58% | 1.15% | Q2 2013 | Q3 2021 | 34 |
Natixis Investment Managers International | 22 | 12 | 0.27% | 1.00% | 3.11% | Q2 2013 | Q3 2023 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.03% | 0.07% | 0.10% | Q2 2013 | Q3 2021 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.03% | 0.06% | 0.11% | Q2 2015 | Q3 2023 | 34 |
SECURITY ASSET MANAGEMENT | 34 | 34 | 2.59% | 3.23% | 3.79% | Q4 2014 | Q1 2023 | 34 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 33 | 33 | 0.00% | 0.26% | 0.45% | Q2 2013 | Q2 2021 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.26% | 0.44% | 0.74% | Q2 2013 | Q2 2021 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2023 | 33 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 26 | 3 | 0.00% | 0.09% | 0.38% | Q2 2013 | Q3 2023 | 33 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 33 | 33 | 0.00% | 0.12% | 0.28% | Q3 2015 | Q3 2023 | 33 |
TWO SIGMA SECURITIES, LLC | 5 | 1 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 33 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.03% | 0.17% | 0.35% | Q2 2013 | Q3 2023 | 33 |
Atria Investments, Inc | 16 | 3 | 0.02% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 33 |
Raymond James Financial Services Advisors, Inc. | 33 | 33 | 0.02% | 0.09% | 0.20% | Q3 2015 | Q3 2023 | 33 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q2 2021 | 33 |
FIRST MANHATTAN CO. LLC. | 21 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q1 2022 | 33 |
TCI Wealth Advisors, Inc. | 33 | 33 | 0.01% | 0.01% | 0.03% | Q1 2015 | Q1 2023 | 33 |
Endurance Wealth Management, Inc. | 33 | 33 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q2 2023 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.00% | 0.02% | 0.04% | Q3 2015 | Q3 2023 | 33 |
SALEM INVESTMENT COUNSELORS INC | 28 | 4 | 0.19% | 0.32% | 0.40% | Q3 2015 | Q3 2023 | 32 |
COLONY GROUP LLC | 15 | 3 | 0.01% | 0.04% | 0.11% | Q2 2015 | Q3 2023 | 32 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 18 | 14 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 32 |
DnB Asset Management AS | 32 | 32 | 0.04% | 0.07% | 0.10% | Q1 2016 | Q4 2023 | 32 |
CREDIT AGRICOLE S A | 31 | 1 | 0.00% | 0.18% | 0.43% | Q2 2013 | Q3 2023 | 32 |
GAM Holding AG | 17 | 1 | 0.01% | 0.15% | 0.45% | Q3 2013 | Q3 2023 | 32 |
WEBSTER BANK, N. A. | 32 | 32 | 0.05% | 0.08% | 0.12% | Q4 2015 | Q3 2023 | 32 |
Pacer Advisors, Inc. | 32 | 32 | 0.00% | 0.05% | 0.09% | Q4 2015 | Q3 2023 | 32 |
D'Orazio & Associates, Inc. | 32 | 32 | 0.01% | 0.03% | 0.04% | Q4 2013 | Q3 2021 | 32 |
Bristol Gate Capital Partners Inc. | 32 | 32 | 4.02% | 4.59% | 4.95% | Q4 2015 | Q3 2023 | 32 |
Citizens Business Bank | 32 | 32 | 0.03% | 0.47% | 0.67% | Q3 2013 | Q2 2021 | 32 |
Oakworth Capital, Inc. | 32 | 32 | 0.00% | 0.04% | 0.13% | Q4 2015 | Q3 2023 | 32 |
OLD SECOND NATIONAL BANK OF AURORA | 32 | 32 | 0.50% | 0.97% | 1.32% | Q4 2015 | Q3 2023 | 32 |
Community Bank & Trust, Waco, Texas | 32 | 32 | 0.11% | 0.14% | 0.18% | Q4 2015 | Q3 2023 | 32 |
ACCOUNT MANAGEMENT LLC | 23 | 8 | 0.85% | 1.87% | 3.28% | Q1 2015 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.06% | 0.10% | 0.14% | Q2 2013 | Q4 2020 | 31 |
Nippon Life Global Investors Americas, Inc. | 31 | 31 | 0.04% | 0.75% | 1.68% | Q2 2013 | Q4 2020 | 31 |
SCHWARTZ INVESTMENT COUNSEL INC | 31 | 31 | 0.25% | 1.52% | 2.66% | Q1 2016 | Q3 2023 | 31 |
Spot Trading L.L.C | 9 | 6 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2017 | 31 |
Point72 Asset Management, L.P. | 12 | 1 | 0.00% | 0.10% | 0.57% | Q2 2014 | Q3 2023 | 31 |
NATIXIS ADVISORS, L.P. | 26 | 5 | 0.00% | 0.22% | 0.48% | Q2 2013 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 31 |
Glenview Trust Co | 28 | 1 | 0.43% | 1.09% | 1.51% | Q4 2013 | Q3 2023 | 31 |
Employees Retirement System of Texas | 31 | 31 | 0.02% | 0.16% | 0.27% | Q2 2013 | Q4 2020 | 31 |
Tributary Capital Management, LLC | 31 | 31 | 0.04% | 0.30% | 0.67% | Q2 2013 | Q4 2020 | 31 |
OLD NATIONAL BANCORP /IN/ | 27 | 4 | 0.02% | 0.11% | 0.37% | Q2 2013 | Q1 2023 | 31 |
Skandinaviska Enskilda Banken AB (publ) | 30 | 1 | 0.02% | 0.09% | 0.27% | Q4 2015 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.02% | 0.11% | Q4 2015 | Q3 2023 | 31 |
Nelson Capital Management, LLC | 31 | 31 | 1.05% | 1.68% | 2.52% | Q1 2016 | Q3 2023 | 31 |
BBVA USA Bancshares, Inc. | 25 | 6 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q1 2021 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.02% | 0.08% | 0.18% | Q2 2013 | Q4 2020 | 31 |
SIGNATUREFD, LLC | 23 | 8 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q3 2023 | 31 |
Ardevora Asset Management LLP | 26 | 5 | 0.82% | 1.12% | 1.74% | Q4 2014 | Q3 2023 | 31 |
AMUNDI ASSET MANAGEMENT US, INC. | 30 | 1 | 0.00% | 0.07% | 0.20% | Q4 2012 | Q1 2021 | 31 |
McKinley Carter Wealth Services, Inc. | 25 | 6 | 0.02% | 0.47% | 1.02% | Q1 2015 | Q3 2023 | 31 |
Renaissance Technologies | 11 | 2 | 0.00% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 30 |
COMMERCE BANK | 30 | 30 | 0.01% | 0.03% | 0.07% | Q2 2016 | Q3 2023 | 30 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 19 | 11 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2023 | 30 |
SouthState Corp | 29 | 1 | 0.03% | 0.62% | 1.48% | Q1 2016 | Q3 2023 | 30 |
Tredje AP-fonden | 30 | 30 | 0.02% | 0.11% | 0.24% | Q2 2016 | Q3 2023 | 30 |
Mn Services Vermogensbeheer B.V. | 20 | 10 | 0.09% | 0.20% | 0.31% | Q1 2016 | Q3 2023 | 30 |
Hikari Power Ltd | 30 | 30 | 0.62% | 2.70% | 3.76% | Q2 2016 | Q3 2023 | 30 |
B. Riley Wealth Advisors, Inc. | 26 | 1 | 0.00% | 0.04% | 0.11% | Q2 2014 | Q3 2023 | 30 |
Taylor Wealth Management Partners | 30 | 30 | 3.08% | 4.23% | 5.71% | Q1 2015 | Q2 2022 | 30 |
PITCAIRN CO | 29 | 1 | 0.06% | 0.34% | 0.54% | Q1 2014 | Q3 2023 | 30 |
Tarbox Family Office, Inc. | 30 | 30 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2022 | 30 |
INGALLS & SNYDER LLC | 30 | 30 | 0.71% | 1.11% | 1.57% | Q2 2016 | Q3 2023 | 30 |
BADGLEY PHELPS & BELL INC | 30 | 30 | 0.03% | 0.38% | 1.15% | Q2 2013 | Q3 2020 | 30 |
ACADIAN ASSET MANAGEMENT LLC | 28 | 1 | 0.00% | 0.01% | 0.13% | Q4 2014 | Q3 2023 | 30 |
FineMark National Bank & Trust | 15 | 4 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 30 |
Cetera Investment Advisers | 29 | 29 | 0.02% | 0.08% | 0.15% | Q3 2016 | Q3 2023 | 29 |
Hikari Tsushin, Inc. | 21 | 8 | 0.42% | 0.92% | 1.25% | Q2 2016 | Q3 2023 | 29 |
People's United Financial, Inc. | 18 | 11 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q1 2022 | 29 |
Altavista Wealth Management, Inc. | 29 | 29 | 0.48% | 1.83% | 2.22% | Q4 2014 | Q4 2021 | 29 |
GREENLEAF TRUST | 29 | 29 | 0.19% | 0.21% | 0.26% | Q3 2016 | Q3 2023 | 29 |
CENTRAL TRUST Co | 22 | 3 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.13% | 0.25% | Q4 2013 | Q4 2020 | 29 |
HEADINVEST, LLC | 29 | 29 | 0.16% | 0.24% | 0.36% | Q3 2016 | Q3 2023 | 29 |
Legacy Private Trust Co. | 22 | 7 | 0.02% | 0.29% | 0.56% | Q4 2014 | Q3 2023 | 29 |
QS Investors, LLC | 29 | 29 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2021 | 29 |
Bison Wealth, LLC | 28 | 28 | 0.12% | 0.33% | 0.77% | Q4 2016 | Q3 2023 | 28 |
First Bank & Trust | 28 | 28 | 0.22% | 0.55% | 0.84% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.00% | 0.13% | 0.52% | Q4 2016 | Q3 2023 | 28 |
DUPONT CAPITAL MANAGEMENT CORP | 21 | 1 | 0.01% | 0.20% | 0.88% | Q2 2014 | Q3 2023 | 28 |
WMS Partners, LLC | 24 | 1 | 0.02% | 0.10% | 0.20% | Q2 2013 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.01% | 0.09% | 0.16% | Q4 2016 | Q3 2023 | 28 |
Capco Asset Management, LLC | 28 | 28 | 0.00% | 1.76% | 3.82% | Q4 2016 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.01% | 0.05% | 0.34% | Q4 2016 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.06% | 0.10% | 0.13% | Q4 2016 | Q3 2023 | 28 |
Carroll Financial Associates, Inc. | 27 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2021 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.04% | 0.25% | Q4 2016 | Q3 2023 | 28 |
COUNTRY TRUST BANK | 28 | 28 | 0.00% | 0.87% | 1.58% | Q3 2016 | Q2 2023 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.11% | 0.13% | 0.15% | Q4 2016 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.00% | 0.03% | 0.16% | Q4 2016 | Q3 2023 | 28 |
SPC Financial, Inc. | 28 | 28 | 0.02% | 0.14% | 0.27% | Q4 2016 | Q3 2023 | 28 |
RAYMOND JAMES TRUST N.A. | 28 | 28 | 0.05% | 0.09% | 0.12% | Q4 2016 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.48% | 0.55% | 0.68% | Q1 2016 | Q4 2022 | 28 |
JENNISON ASSOCIATES LLC | 28 | 28 | 0.04% | 0.15% | 0.23% | Q2 2013 | Q1 2020 | 28 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 13 | 1 | 0.01% | 0.22% | 0.65% | Q2 2013 | Q2 2023 | 28 |
CIBC WORLD MARKET INC. | 26 | 2 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 28 |
Progressive Investment Management Corp | 28 | 28 | 2.47% | 2.98% | 3.68% | Q4 2016 | Q3 2023 | 28 |
Voya Financial Advisors, Inc. | 28 | 28 | 0.04% | 0.07% | 0.11% | Q2 2016 | Q1 2023 | 28 |
Twin Tree Management, LP | 6 | 1 | 0.00% | 0.04% | 0.18% | Q3 2014 | Q3 2023 | 28 |
CIBC WORLD MARKETS CORP | 28 | 28 | 0.01% | 0.06% | 0.17% | Q4 2016 | Q3 2023 | 28 |
B & T Capital Management DBA Alpha Capital Management | 28 | 28 | 0.50% | 0.61% | 0.75% | Q4 2016 | Q3 2023 | 28 |
Private Ocean, LLC | 22 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q4 2022 | 27 |
Laird Norton Wetherby Wealth Management, LLC | 27 | 27 | 0.04% | 0.07% | 0.09% | Q1 2017 | Q3 2023 | 27 |
AGF INVESTMENTS INC. | 27 | 27 | 0.00% | 0.03% | 0.08% | Q4 2014 | Q2 2021 | 27 |
Lincoln Capital LLC | 27 | 27 | 0.14% | 0.85% | 1.88% | Q1 2017 | Q3 2023 | 27 |
WINTON GROUP Ltd | 15 | 1 | 0.00% | 0.10% | 0.45% | Q2 2014 | Q3 2023 | 27 |
Winch Advisory Services, LLC | 27 | 27 | 0.18% | 0.28% | 0.42% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q4 2019 | 27 |
Municipal Employees' Retirement System of Michigan | 20 | 7 | 0.02% | 0.04% | 0.11% | Q3 2013 | Q2 2020 | 27 |
MAR VISTA INVESTMENT PARTNERS LLC | 27 | 27 | 1.96% | 3.09% | 4.39% | Q1 2017 | Q3 2023 | 27 |
Cornerstone Advisors, Inc. | 27 | 27 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q3 2020 | 27 |
FULTON BANK, N.A. | 27 | 27 | 0.02% | 0.07% | 0.19% | Q2 2017 | Q4 2023 | 27 |
OPPENHEIMER & CO INC | 22 | 5 | 0.01% | 0.02% | 0.05% | Q1 2014 | Q3 2023 | 27 |
CLEARARC CAPITAL INC | 27 | 27 | 0.06% | 0.10% | 0.17% | Q2 2013 | Q4 2019 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.01% | 0.10% | 0.14% | Q1 2017 | Q3 2023 | 27 |
Ativo Capital Management LLC | 27 | 27 | 0.39% | 0.74% | 1.22% | Q4 2014 | Q2 2021 | 27 |
LEVEL FOUR ADVISORY SERVICES, LLC | 27 | 27 | 0.03% | 0.07% | 0.17% | Q1 2017 | Q3 2023 | 27 |
Cerity Partners LLC | 27 | 27 | 0.03% | 0.09% | 0.19% | Q1 2017 | Q3 2023 | 27 |
State of Alaska, Department of Revenue | 27 | 27 | 0.04% | 0.09% | 0.17% | Q1 2017 | Q3 2023 | 27 |
Ascent Wealth Partners, LLC | 27 | 27 | 0.09% | 0.70% | 1.31% | Q1 2017 | Q3 2023 | 27 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 16 | 11 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2020 | 27 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 26 | 26 | 0.14% | 0.59% | 1.21% | Q2 2017 | Q3 2023 | 26 |
WASHINGTON TRUST BANK | 21 | 5 | 0.01% | 0.31% | 1.72% | Q1 2014 | Q3 2023 | 26 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.01% | 0.06% | 0.12% | Q4 2016 | Q3 2023 | 26 |
Squarepoint Ops LLC | 15 | 1 | 0.01% | 0.08% | 0.24% | Q2 2016 | Q3 2023 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2019 | 26 |
RMB Capital Management, LLC | 26 | 26 | 0.02% | 0.04% | 0.11% | Q2 2017 | Q3 2023 | 26 |
MARCO INVESTMENT MANAGEMENT LLC | 26 | 26 | 0.29% | 0.43% | 0.55% | Q2 2017 | Q3 2023 | 26 |
CONGRESS ASSET MANAGEMENT CO /MA | 26 | 26 | 0.73% | 0.80% | 0.89% | Q2 2017 | Q3 2023 | 26 |
ING GROEP NV | 13 | 1 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 26 |
FLOSSBACH VON STORCH AG | 19 | 7 | 0.01% | 0.74% | 1.84% | Q2 2016 | Q3 2023 | 26 |
MURPHY CAPITAL MANAGEMENT INC | 26 | 26 | 0.09% | 0.12% | 0.20% | Q2 2013 | Q3 2019 | 26 |
Smithfield Trust Co | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
Alexandria Capital, LLC | 26 | 26 | 0.15% | 0.30% | 0.62% | Q2 2015 | Q3 2021 | 26 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 26 | 26 | 0.10% | 0.14% | 0.21% | Q2 2013 | Q3 2019 | 26 |
Founders Capital Management | 13 | 13 | 0.04% | 0.06% | 0.08% | Q1 2017 | Q4 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2019 | 26 |
Checchi Capital Advisers, LLC | 24 | 2 | 0.02% | 0.04% | 0.05% | Q1 2016 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 26 |
Caprock Group, LLC | 19 | 7 | 0.03% | 0.05% | 0.09% | Q1 2017 | Q3 2023 | 26 |
AMF Tjanstepension AB | 18 | 8 | 0.10% | 0.26% | 0.37% | Q3 2016 | Q1 2023 | 26 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 26 | 26 | 0.08% | 0.28% | 0.59% | Q2 2013 | Q3 2019 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.09% | 0.12% | 0.15% | Q3 2016 | Q3 2023 | 26 |
DUBUQUE BANK & TRUST CO | 19 | 7 | 0.00% | 0.15% | 0.57% | Q1 2015 | Q3 2023 | 26 |
ZWJ INVESTMENT COUNSEL INC | 26 | 26 | 0.02% | 0.66% | 1.44% | Q2 2017 | Q3 2023 | 26 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 14 | 12 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q4 2019 | 26 |
FULLER & THALER ASSET MANAGEMENT, INC. | 24 | 2 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 26 |
Private Advisor Group, LLC | 22 | 1 | 0.00% | 0.03% | 0.06% | Q1 2017 | Q3 2023 | 25 |
WELLINGTON MANAGEMENT GROUP LLP | 25 | 25 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 25 |
Integrated Investment Consultants, LLC | 17 | 8 | 0.07% | 0.16% | 0.22% | Q4 2015 | Q1 2022 | 25 |
Barrett Asset Management, LLC | 20 | 5 | 0.00% | 0.20% | 0.72% | Q4 2014 | Q1 2022 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q2 2019 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.21% | 0.35% | 0.58% | Q2 2017 | Q2 2023 | 25 |
SMITH SHELLNUT WILSON LLC /ADV | 21 | 1 | 0.14% | 0.22% | 0.27% | Q4 2016 | Q3 2023 | 25 |
AGF Investments America Inc. | 25 | 25 | 1.24% | 3.26% | 5.32% | Q4 2014 | Q4 2020 | 25 |
Swedbank | 24 | 1 | 0.19% | 1.28% | 2.38% | Q1 2014 | Q3 2020 | 25 |
Paloma Partners Management Co | 8 | 1 | 0.01% | 0.06% | 0.56% | Q2 2014 | Q2 2022 | 25 |
abrdn plc | 25 | 25 | 0.01% | 0.04% | 0.06% | Q3 2017 | Q3 2023 | 25 |
Geneos Wealth Management Inc. | 18 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 25 |
Dorsey & Whitney Trust CO LLC | 25 | 25 | 0.04% | 0.09% | 0.13% | Q3 2017 | Q3 2023 | 25 |
CITIZENS & NORTHERN CORP | 25 | 25 | 0.18% | 0.21% | 0.25% | Q3 2017 | Q3 2023 | 25 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 25 | 25 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2019 | 25 |
AT Bancorp | 24 | 24 | 0.13% | 0.46% | 1.12% | Q2 2013 | Q1 2019 | 24 |
Mirador Capital Partners LP | 24 | 24 | 0.13% | 0.20% | 0.28% | Q1 2017 | Q4 2022 | 24 |
NN Investment Partners Holdings N.V. | 18 | 6 | 0.00% | 0.06% | 0.14% | Q1 2016 | Q1 2022 | 24 |
NATIXIS | 7 | 1 | 0.00% | 0.04% | 0.26% | Q1 2015 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 24 |
FORSTA AP-FONDEN | 15 | 9 | 0.02% | 0.12% | 0.26% | Q3 2016 | Q3 2023 | 24 |
PINNACLE ASSOCIATES LTD | 14 | 2 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.04% | 0.08% | 0.15% | Q4 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.09% | 0.10% | 0.12% | Q4 2017 | Q3 2023 | 24 |
Copperwynd Financial, LLC | 24 | 24 | 0.23% | 0.28% | 0.32% | Q4 2017 | Q3 2023 | 24 |
JUPITER ASSET MANAGEMENT LTD | 14 | 1 | 0.08% | 0.20% | 0.30% | Q1 2014 | Q3 2023 | 24 |
FDx Advisors, Inc. | 22 | 2 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q2 2019 | 24 |
Jacobi Capital Management LLC | 24 | 24 | 0.02% | 0.13% | 0.23% | Q4 2017 | Q3 2023 | 24 |
Inspire Investing, LLC | 24 | 24 | 0.05% | 0.28% | 0.82% | Q4 2017 | Q3 2023 | 24 |
SYNOVUS FINANCIAL CORP | 23 | 1 | 0.00% | 0.05% | 0.10% | Q1 2016 | Q3 2023 | 24 |
TUDOR INVESTMENT CORP ET AL | 6 | 1 | 0.00% | 0.03% | 0.16% | Q1 2014 | Q3 2023 | 24 |
Glassman Wealth Services | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.10% | 0.19% | 0.34% | Q2 2013 | Q1 2019 | 24 |
Stokes Capital Advisors, LLC | 24 | 24 | 0.29% | 1.45% | 2.10% | Q4 2017 | Q3 2023 | 24 |
SCOTIA CAPITAL INC. | 24 | 24 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q4 2021 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.07% | 0.14% | 0.22% | Q2 2013 | Q1 2019 | 24 |
Boston Trust Walden Corp | 24 | 24 | 0.00% | 0.04% | 0.11% | Q3 2017 | Q2 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Richard Bernstein Advisors LLC | 24 | 24 | 0.15% | 0.27% | 0.52% | Q2 2013 | Q1 2019 | 24 |
NOVARE CAPITAL MANAGEMENT LLC | 24 | 24 | 0.73% | 0.94% | 1.74% | Q4 2017 | Q3 2023 | 24 |
BP PLC | 19 | 5 | 0.05% | 0.11% | 0.21% | Q4 2014 | Q2 2021 | 24 |
Abacus Planning Group, Inc. | 24 | 24 | 0.25% | 0.45% | 0.74% | Q4 2017 | Q3 2023 | 24 |
Port Capital LLC | 24 | 24 | 1.34% | 1.90% | 2.43% | Q4 2017 | Q3 2023 | 24 |
Aristotle Atlantic Partners, LLC | 24 | 24 | 0.88% | 2.62% | 6.16% | Q4 2017 | Q3 2023 | 24 |
ALLSTATE CORP | 20 | 4 | 0.01% | 0.06% | 0.23% | Q1 2014 | Q3 2023 | 24 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 20 | 4 | 0.10% | 1.63% | 2.93% | Q2 2016 | Q3 2023 | 24 |
Artisan Partners Limited Partnership | 21 | 3 | 0.01% | 0.37% | 0.58% | Q4 2015 | Q4 2021 | 24 |
ONTARIO TEACHERS PENSION PLAN BOARD | 24 | 24 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q1 2019 | 24 |
ADVISOR PARTNERS LLC | 24 | 24 | 0.07% | 0.09% | 0.12% | Q3 2016 | Q2 2022 | 24 |
Corient Capital Partners, LLC | 23 | 23 | 0.03% | 0.07% | 0.10% | Q1 2017 | Q3 2022 | 23 |
DUDLEY & SHANLEY, INC. | 23 | 23 | 0.18% | 0.38% | 1.04% | Q1 2018 | Q3 2023 | 23 |
Van Hulzen Asset Management, LLC | 15 | 3 | 0.08% | 0.33% | 1.02% | Q4 2016 | Q3 2023 | 23 |
HONEYWELL INTERNATIONAL INC | 23 | 23 | 0.44% | 0.79% | 1.06% | Q2 2013 | Q4 2018 | 23 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 18 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 23 |
Horizon Investments, LLC | 11 | 2 | 0.01% | 0.02% | 0.06% | Q1 2015 | Q3 2023 | 23 |
Allen Investment Management, LLC | 23 | 23 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2022 | 23 |
Quantbot Technologies LP | 9 | 1 | 0.00% | 0.35% | 1.24% | Q1 2014 | Q3 2023 | 23 |
Rehmann Capital Advisory Group | 15 | 8 | 0.02% | 0.09% | 0.20% | Q4 2017 | Q3 2023 | 23 |
American Research & Management Co. | 23 | 23 | 0.00% | 0.40% | 0.69% | Q1 2017 | Q3 2022 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.07% | 0.12% | 0.15% | Q1 2018 | Q3 2023 | 23 |
Baystate Wealth Management LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Simmons Bank | 23 | 23 | 0.04% | 0.08% | 0.19% | Q1 2018 | Q3 2023 | 23 |
MACKENZIE FINANCIAL CORP | 23 | 23 | 0.00% | 0.18% | 0.50% | Q1 2018 | Q3 2023 | 23 |
OAK RIDGE INVESTMENTS LLC | 14 | 9 | 0.08% | 0.43% | 0.87% | Q2 2013 | Q3 2023 | 23 |
Man Group plc | 23 | 23 | 0.01% | 0.03% | 0.07% | Q1 2018 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.01% | 0.09% | 0.32% | Q1 2018 | Q3 2023 | 23 |
Silvant Capital Management LLC | 23 | 23 | 0.27% | 0.91% | 1.21% | Q1 2018 | Q3 2023 | 23 |
Pendal Group Ltd | 23 | 23 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q4 2022 | 23 |
Eventide Asset Management | 23 | 23 | 0.78% | 1.91% | 2.52% | Q1 2018 | Q3 2023 | 23 |
FIRST CITIZENS BANK & TRUST CO | 14 | 2 | 0.01% | 0.10% | 0.31% | Q2 2013 | Q4 2020 | 23 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q3 2018 | 22 |
CAPITAL FUND MANAGEMENT S.A. | 5 | 1 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q1 2020 | 22 |
1832 Asset Management L.P. | 21 | 1 | 0.00% | 0.04% | 0.10% | Q4 2017 | Q3 2023 | 22 |
EQUITABLE TRUST CO | 22 | 22 | 0.13% | 0.20% | 0.27% | Q2 2018 | Q3 2023 | 22 |
BALYASNY ASSET MANAGEMENT L.P. | 13 | 2 | 0.00% | 0.16% | 0.45% | Q3 2017 | Q3 2023 | 22 |
Argent Trust Co | 22 | 22 | 0.05% | 0.08% | 0.12% | Q2 2018 | Q3 2023 | 22 |
Avitas Wealth Management LLC | 22 | 22 | 0.50% | 0.84% | 1.43% | Q2 2018 | Q3 2023 | 22 |
PineBridge Investments, L.P. | 18 | 1 | 0.00% | 0.13% | 0.28% | Q1 2015 | Q3 2023 | 22 |
Mendel Money Management | 9 | 1 | 0.13% | 2.39% | 4.64% | Q3 2014 | Q3 2023 | 22 |
Robeco Schweiz AG | 16 | 1 | 0.11% | 0.61% | 1.15% | Q2 2013 | Q3 2023 | 22 |
K.J. Harrison & Partners Inc | 22 | 22 | 0.03% | 0.48% | 1.56% | Q1 2018 | Q2 2023 | 22 |
Proficio Capital Partners LLC | 15 | 1 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q2 2023 | 22 |
RATIONAL ADVISORS LLC | 11 | 1 | 0.00% | 0.31% | 2.11% | Q3 2012 | Q1 2023 | 22 |
Motley Fool Asset Management LLC | 20 | 2 | 0.04% | 0.08% | 0.11% | Q1 2018 | Q3 2023 | 22 |
PGGM Investments | 15 | 2 | 0.01% | 0.11% | 0.24% | Q1 2013 | Q3 2023 | 22 |
Kistler-Tiffany Companies, LLC | 21 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2023 | 22 |
JOHN G ULLMAN & ASSOCIATES INC | 9 | 1 | 0.03% | 0.10% | 0.22% | Q2 2013 | Q3 2023 | 22 |
PITTENGER & ANDERSON INC | 22 | 22 | 0.13% | 0.44% | 0.54% | Q2 2018 | Q3 2023 | 22 |
Heritage Wealth Advisors | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Brown Advisory Securities, LLC | 21 | 21 | 0.04% | 0.15% | 0.36% | Q2 2017 | Q2 2022 | 21 |
Mariner, LLC | 11 | 1 | 0.01% | 0.03% | 0.07% | Q3 2013 | Q3 2023 | 21 |
CAPTRUST FINANCIAL ADVISORS | 19 | 2 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 21 |
BAR HARBOR WEALTH MANAGEMENT | 20 | 1 | 0.03% | 0.21% | 0.45% | Q1 2013 | Q3 2023 | 21 |
Douglass Winthrop Advisors, LLC | 20 | 1 | 0.01% | 1.42% | 2.43% | Q1 2018 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 21 |
Sterling Capital Management LLC | 21 | 21 | 0.00% | 0.05% | 0.10% | Q3 2014 | Q3 2019 | 21 |
Cutler Group LLC / CA | 8 | 1 | 0.00% | 0.00% | 0.06% | Q4 2015 | Q4 2019 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.07% | 0.22% | Q3 2018 | Q3 2023 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.04% | 0.09% | 0.16% | Q2 2013 | Q2 2018 | 21 |
WHITTIER TRUST CO OF NEVADA INC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2023 | 21 |
GENEVA CAPITAL MANAGEMENT LLC | 15 | 6 | 0.46% | 0.72% | 1.69% | Q2 2013 | Q3 2023 | 21 |
Polar Capital LLP | 12 | 9 | 0.03% | 0.29% | 0.74% | Q2 2013 | Q3 2020 | 21 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 14 | 2 | 0.00% | 0.13% | 0.54% | Q2 2013 | Q3 2023 | 21 |
HoyleCohen, LLC | 19 | 2 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q3 2023 | 21 |
CWM, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 21 |
CAMBRIDGE TRUST CO | 14 | 7 | 0.01% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 21 |
Ranger Investment Management | 21 | 21 | 0.01% | 0.03% | 0.19% | Q2 2013 | Q2 2018 | 21 |
MEEDER ASSET MANAGEMENT INC | 11 | 1 | 0.00% | 0.05% | 0.36% | Q4 2014 | Q2 2023 | 21 |
Legacy Financial Strategies, LLC | 21 | 21 | 0.53% | 0.71% | 0.90% | Q3 2018 | Q3 2023 | 21 |
PICTON MAHONEY ASSET MANAGEMENT | 11 | 10 | 0.13% | 0.61% | 1.20% | Q2 2018 | Q3 2023 | 21 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 21 | 21 | 0.08% | 0.45% | 0.84% | Q3 2018 | Q3 2023 | 21 |
Lansing Management LP | 20 | 20 | 4.18% | 15.16% | 24.00% | Q4 2018 | Q3 2023 | 20 |
Quantitative Investment Management, LLC | 5 | 1 | 0.02% | 0.12% | 0.40% | Q3 2013 | Q2 2023 | 20 |
OPTIMUM INVESTMENT ADVISORS | 13 | 7 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q1 2021 | 20 |
Chicago Partners Investment Group LLC | 14 | 6 | 0.00% | 0.06% | 0.11% | Q2 2017 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Eagle Ridge Investment Management | 11 | 9 | 0.03% | 0.29% | 0.63% | Q1 2018 | Q3 2023 | 20 |
Paradigm Financial Partners, LLC | 20 | 20 | 0.56% | 0.73% | 0.91% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.02% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Edge Capital Group, LLC | 20 | 20 | 0.06% | 0.09% | 0.11% | Q4 2018 | Q3 2023 | 20 |
Old Port Advisors | 18 | 1 | 0.11% | 0.17% | 0.22% | Q2 2018 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.01% | 0.07% | 0.12% | Q4 2015 | Q3 2020 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.08% | 0.30% | Q1 2018 | Q3 2023 | 20 |
Capital Analysts, LLC | 20 | 20 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Grantham, Mayo, Van Otterloo & Co. LLC | 9 | 2 | 0.00% | 0.03% | 0.12% | Q1 2014 | Q3 2023 | 20 |
PFG Advisors | 20 | 20 | 0.35% | 0.64% | 0.97% | Q4 2018 | Q3 2023 | 20 |
NORTH POINT PORTFOLIO MANAGERS CORP/OH | 20 | 20 | 1.97% | 2.29% | 2.58% | Q4 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2022 | 20 |
SHELTON CAPITAL MANAGEMENT | 19 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 20 |
Impax Asset Management LTD | 20 | 20 | 0.98% | 2.55% | 3.25% | Q1 2013 | Q4 2017 | 20 |
Pinion Investment Advisors, LLC | 20 | 20 | 0.36% | 0.58% | 0.87% | Q4 2018 | Q3 2023 | 20 |
Covington Capital Management | 20 | 20 | 0.00% | 0.27% | 0.60% | Q4 2017 | Q3 2022 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.03% | 0.09% | 0.11% | Q4 2017 | Q3 2022 | 20 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 20 | 20 | 0.05% | 0.07% | 0.12% | Q4 2018 | Q3 2023 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.02% | 0.03% | 0.04% | Q1 2013 | Q4 2017 | 20 |
CULLEN/FROST BANKERS, INC. | 20 | 20 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Ledyard National Bank | 20 | 20 | 0.03% | 0.05% | 0.06% | Q4 2018 | Q3 2023 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.08% | 0.10% | 0.13% | Q2 2013 | Q1 2018 | 20 |
LeJeune Puetz Investment Counsel LLC | 20 | 20 | 0.05% | 0.09% | 0.13% | Q2 2018 | Q1 2023 | 20 |
SUNTRUST BANKS INC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 20 |
VILLERE ST DENIS J & CO LLC | 20 | 20 | 2.82% | 4.78% | 6.19% | Q4 2018 | Q3 2023 | 20 |
Mirae Asset Global Investments Co., Ltd. | 13 | 7 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 20 |
EAGLE ASSET MANAGEMENT INC | 20 | 20 | 0.02% | 0.03% | 0.08% | Q2 2013 | Q1 2018 | 20 |
MOORE CAPITAL MANAGEMENT, LP | 9 | 1 | 0.02% | 0.10% | 0.31% | Q1 2014 | Q1 2023 | 20 |
FIRST UNITED BANK & TRUST | 20 | 20 | 0.23% | 0.50% | 0.59% | Q4 2018 | Q3 2023 | 20 |
PENINSULA ASSET MANAGEMENT INC | 20 | 20 | 1.10% | 1.84% | 2.33% | Q4 2018 | Q3 2023 | 20 |
Kinneret Advisory, LLC | 20 | 20 | 0.08% | 0.10% | 0.12% | Q4 2018 | Q3 2023 | 20 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.04% | 0.19% | 0.54% | Q4 2012 | Q3 2023 | 20 |
Conestoga Capital Advisors, LLC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
HERMES INVESTMENT MANAGEMENT LTD | 15 | 5 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2018 | 20 |
Avior Wealth Management, LLC | 18 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 20 |
Point72 Hong Kong Ltd | 7 | 1 | 0.00% | 0.08% | 0.38% | Q4 2016 | Q3 2022 | 20 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 4 | 0.02% | 0.05% | 0.08% | Q4 2017 | Q4 2022 | 20 |
EVERMAY WEALTH MANAGEMENT LLC | 16 | 3 | 0.08% | 0.12% | 0.18% | Q2 2017 | Q3 2023 | 19 |
BRIDGES INVESTMENT COUNSEL INC/ | 19 | 19 | 0.54% | 0.84% | 1.01% | Q2 2013 | Q4 2017 | 19 |
MARTINGALE ASSET MANAGEMENT L P | 13 | 6 | 0.01% | 0.33% | 0.73% | Q1 2014 | Q3 2023 | 19 |
FENIMORE ASSET MANAGEMENT INC | 19 | 19 | 0.05% | 0.27% | 0.53% | Q1 2019 | Q3 2023 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.12% | 0.25% | 0.40% | Q2 2013 | Q4 2017 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 19 |
Fisher Asset Management, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
SPINNAKER TRUST | 19 | 19 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 8 | 1 | 0.01% | 0.05% | 0.12% | Q1 2013 | Q4 2022 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.05% | 0.41% | 0.61% | Q1 2019 | Q3 2023 | 19 |
FIRST MERCANTILE TRUST CO | 13 | 6 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2020 | 19 |
OppenheimerFunds, Inc. | 14 | 2 | 0.00% | 0.03% | 0.08% | Q1 2013 | Q1 2019 | 19 |
Hills Bank & Trust Co | 19 | 19 | 0.05% | 0.17% | 0.43% | Q1 2019 | Q3 2023 | 19 |
Saturna Capital CORP | 19 | 19 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 19 |
MARSHALL WACE, LLP | 5 | 1 | 0.00% | 0.08% | 0.54% | Q1 2014 | Q2 2023 | 19 |
HALL LAURIE J TRUSTEE | 13 | 6 | 0.01% | 0.04% | 0.05% | Q3 2018 | Q3 2023 | 19 |
Global Retirement Partners, LLC | 12 | 7 | 0.00% | 0.04% | 0.16% | Q4 2018 | Q3 2023 | 19 |
AMG National Trust Bank | 19 | 19 | 0.02% | 0.04% | 0.07% | Q3 2013 | Q1 2018 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q2 2022 | 19 |
Achmea Investment Management B.V. | 8 | 5 | 0.00% | 0.06% | 0.27% | Q1 2018 | Q2 2023 | 19 |
Summit X, LLC | 19 | 19 | 0.19% | 0.23% | 0.29% | Q4 2018 | Q2 2023 | 19 |
Legacy Capital Partners, Inc. | 15 | 4 | 0.07% | 0.15% | 0.21% | Q2 2017 | Q1 2022 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Giverny Capital | 19 | 19 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q3 2023 | 19 |
Transamerica Financial Advisors, Inc. | 7 | 1 | 0.01% | 0.06% | 0.18% | Q4 2015 | Q3 2023 | 19 |
FORT, L.P. | 19 | 19 | 0.03% | 0.47% | 0.59% | Q2 2018 | Q4 2022 | 19 |
PATHSTONE FAMILY OFFICE, LLC | 15 | 1 | 0.00% | 0.03% | 0.06% | Q1 2017 | Q3 2023 | 19 |
Ironwood Financial, llc | 16 | 3 | 0.01% | 0.01% | 0.03% | Q1 2015 | Q4 2019 | 19 |
WEALTHFRONT Corp | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2018 | 19 |
Cetera Advisor Networks LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 19 |
Edgestream Partners, L.P. | 11 | 1 | 0.01% | 0.41% | 1.57% | Q2 2015 | Q1 2023 | 19 |
Plancorp, LLC | 19 | 19 | 0.02% | 0.05% | 0.09% | Q1 2019 | Q3 2023 | 19 |
HANCOCK WHITNEY CORP | 15 | 1 | 0.09% | 0.27% | 0.62% | Q1 2015 | Q2 2022 | 18 |
FIRST HAWAIIAN BANK | 10 | 8 | 0.01% | 0.04% | 0.10% | Q3 2018 | Q3 2023 | 18 |
Verition Fund Management LLC | 7 | 1 | 0.00% | 0.10% | 0.28% | Q3 2013 | Q3 2023 | 18 |
MidWestOne Financial Group, Inc. | 18 | 18 | 0.13% | 0.19% | 0.32% | Q2 2019 | Q3 2023 | 18 |
Sands Capital Management | 18 | 18 | 0.13% | 0.34% | 0.62% | Q2 2019 | Q3 2023 | 18 |
CNB Bank | 18 | 18 | 0.02% | 0.12% | 0.24% | Q2 2019 | Q3 2023 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2021 | 18 |
Community Bank, N.A. | 16 | 2 | 0.00% | 0.04% | 0.05% | Q4 2017 | Q3 2023 | 18 |
Summit Global Investments | 12 | 6 | 0.02% | 0.27% | 1.13% | Q2 2018 | Q2 2023 | 18 |
Ballentine Partners, LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Independent Advisor Alliance | 15 | 3 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q3 2023 | 18 |
THOMPSON SIEGEL & WALMSLEY LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 18 |
CX Institutional | 14 | 1 | 0.00% | 0.02% | 0.10% | Q2 2018 | Q3 2023 | 18 |
HM PAYSON & CO | 18 | 18 | 0.01% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
PINNACLE FINANCIAL PARTNERS INC | 17 | 1 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 18 |
MONETA GROUP INVESTMENT ADVISORS LLC | 12 | 1 | 0.00% | 0.04% | 0.07% | Q4 2016 | Q3 2023 | 18 |
Engineers Gate Manager LP | 12 | 1 | 0.01% | 0.10% | 0.31% | Q2 2015 | Q3 2023 | 18 |
TAP Consulting, LLC | 17 | 1 | 0.57% | 1.22% | 1.71% | Q1 2019 | Q3 2023 | 18 |
GARRISON BRADFORD & ASSOCIATES INC | 18 | 18 | 0.32% | 0.45% | 0.58% | Q1 2019 | Q2 2023 | 18 |
GARCIA HAMILTON & ASSOCIATES LP/DE | 18 | 18 | 0.70% | 1.89% | 2.92% | Q2 2013 | Q3 2017 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.08% | 0.14% | 0.19% | Q2 2013 | Q3 2017 | 18 |
Empirical Finance, LLC | 14 | 1 | 0.01% | 0.08% | 0.13% | Q4 2016 | Q3 2023 | 18 |
USA FINANCIAL FORMULAS | 9 | 1 | 0.00% | 0.16% | 0.84% | Q2 2015 | Q3 2023 | 18 |
NIPPON LIFE INSURANCE CO | 18 | 18 | 0.03% | 0.07% | 0.11% | Q2 2013 | Q3 2017 | 18 |
SWARTHMORE GROUP INC | 9 | 8 | 0.05% | 1.35% | 3.67% | Q1 2015 | Q4 2020 | 17 |
State of New Jersey Common Pension Fund D | 17 | 17 | 0.08% | 0.10% | 0.12% | Q3 2019 | Q3 2023 | 17 |
Handelsbanken Fonder AB | 14 | 3 | 0.01% | 0.07% | 0.09% | Q4 2015 | Q3 2023 | 17 |
RIVERBRIDGE PARTNERS LLC | 17 | 17 | 0.01% | 0.79% | 1.47% | Q2 2013 | Q2 2017 | 17 |
Penobscot Investment Management Company, Inc. | 17 | 17 | 0.07% | 0.29% | 0.41% | Q3 2019 | Q3 2023 | 17 |
STEVENS CAPITAL MANAGEMENT LP | 6 | 1 | 0.02% | 0.23% | 0.46% | Q1 2014 | Q3 2021 | 17 |
Lombard Odier Asset Management (Europe) Ltd | 16 | 1 | 0.01% | 0.03% | 0.09% | Q2 2016 | Q3 2020 | 17 |
CI INVESTMENTS INC. | 17 | 17 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Monte Financial Group, LLC | 10 | 7 | 0.12% | 0.21% | 0.39% | Q4 2017 | Q3 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.07% | 0.09% | 0.14% | Q2 2013 | Q2 2017 | 17 |
First Western Capital Management Co | 17 | 17 | 0.68% | 1.50% | 2.84% | Q4 2013 | Q4 2017 | 17 |
D.A. DAVIDSON & CO. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 17 |
PIEDMONT INVESTMENT ADVISORS INC | 16 | 1 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q1 2020 | 17 |
CADENCE BANK NA | 17 | 17 | 0.21% | 0.45% | 0.61% | Q2 2018 | Q2 2022 | 17 |
Homrich & Berg | 13 | 4 | 0.02% | 0.03% | 0.06% | Q2 2016 | Q3 2021 | 17 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2017 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.03% | 0.06% | 0.07% | Q1 2018 | Q1 2022 | 17 |
Clean Yield Group | 10 | 7 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 17 |
Alberta Investment Management Corp | 14 | 1 | 0.01% | 0.12% | 0.20% | Q4 2014 | Q3 2023 | 17 |
Magnetar Financial LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 17 |
Red Spruce Capital, LLC | 17 | 17 | 0.37% | 0.43% | 0.50% | Q4 2019 | Q4 2023 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 1.12% | 1.53% | 1.87% | Q3 2019 | Q3 2023 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
SEEYOND | 17 | 17 | 0.01% | 0.10% | 0.31% | Q4 2018 | Q4 2022 | 17 |
MOODY NATIONAL BANK TRUST DIVISION | 15 | 2 | 0.00% | 0.11% | 0.18% | Q4 2018 | Q3 2023 | 17 |
HOLLAND CAPITAL MANAGEMENT LLC | 17 | 17 | 1.70% | 1.87% | 2.04% | Q2 2013 | Q2 2017 | 17 |
Symmetry Partners, LLC | 14 | 3 | 0.02% | 0.04% | 0.10% | Q2 2019 | Q4 2023 | 17 |
Starfire Investment Advisers, Inc. | 10 | 2 | 0.12% | 0.17% | 0.23% | Q4 2015 | Q2 2020 | 17 |
WP Advisors, LLC | 14 | 1 | 0.04% | 0.60% | 0.91% | Q2 2018 | Q3 2023 | 17 |
ALTA CAPITAL MANAGEMENT LLC/ | 10 | 7 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2019 | 17 |
Gilbert & Cook, Inc. | 16 | 1 | 0.05% | 0.09% | 0.13% | Q2 2017 | Q3 2023 | 17 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 11 | 1 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q3 2023 | 17 |
Connor, Clark & Lunn Investment Management Ltd. | 8 | 1 | 0.00% | 0.06% | 0.20% | Q2 2017 | Q3 2023 | 17 |
Vestcor Inc | 16 | 16 | 0.02% | 0.05% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Mechanics Bank Trust Department | 9 | 7 | 0.06% | 0.12% | 0.22% | Q2 2013 | Q4 2017 | 16 |
Daiwa SB Investments Ltd. | 16 | 16 | 0.12% | 0.22% | 0.40% | Q2 2015 | Q1 2019 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Schonfeld Strategic Advisors LLC | 6 | 1 | 0.00% | 0.06% | 0.24% | Q1 2016 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.01% | 0.57% | 1.48% | Q4 2019 | Q3 2023 | 16 |
Clarius Group, LLC | 15 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2023 | 16 |
Teza Capital Management LLC | 7 | 1 | 0.04% | 0.29% | 0.65% | Q4 2017 | Q3 2023 | 16 |
Roundview Capital LLC | 16 | 16 | 0.04% | 0.09% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Perennial Advisors, LLC | 9 | 1 | 0.01% | 0.03% | 0.09% | Q4 2016 | Q3 2023 | 16 |
Pinnacle Wealth Planning Services, Inc. | 14 | 2 | 0.05% | 0.07% | 0.11% | Q3 2019 | Q3 2023 | 16 |
Qube Research & Technologies Ltd | 4 | 1 | 0.02% | 0.13% | 0.34% | Q1 2018 | Q3 2023 | 16 |
Chesapeake Wealth Management | 16 | 16 | 0.07% | 0.22% | 0.54% | Q2 2018 | Q1 2022 | 16 |
Hanson & Doremus Investment Management | 9 | 1 | 0.01% | 0.22% | 0.57% | Q4 2015 | Q3 2023 | 16 |
CreativeOne Wealth, LLC | 16 | 16 | 0.04% | 0.08% | 0.13% | Q4 2019 | Q3 2023 | 16 |
Anchor Investment Management, LLC | 16 | 16 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q4 2023 | 16 |
Marble Harbor Investment Counsel, LLC | 16 | 16 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Segment Wealth Management, LLC | 16 | 16 | 0.55% | 0.71% | 0.82% | Q4 2019 | Q3 2023 | 16 |
HBK Sorce Advisory LLC | 16 | 16 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q1 2023 | 16 |
9258 Wealth Management, LLC | 14 | 1 | 0.08% | 0.13% | 0.16% | Q2 2019 | Q3 2023 | 16 |
Global Thematic Partners, LLC | 16 | 16 | 0.69% | 1.60% | 2.56% | Q4 2015 | Q3 2019 | 16 |
OSSIAM | 10 | 2 | 0.00% | 0.06% | 0.54% | Q2 2019 | Q3 2023 | 16 |
REILLY FINANCIAL ADVISORS, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2021 | 16 |
CUE ADVISORY SERVICES, INC. | 16 | 16 | 1.34% | 1.53% | 1.70% | Q4 2014 | Q3 2018 | 16 |
Prestige Wealth Management Group LLC | 15 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 16 |
JACOBSON & SCHMITT ADVISORS, LLC | 16 | 16 | 1.82% | 2.82% | 4.14% | Q4 2019 | Q3 2023 | 16 |
Cornerstone Advisors, LLC | 16 | 16 | 0.11% | 0.26% | 0.32% | Q4 2019 | Q3 2023 | 16 |
IEQ CAPITAL, LLC | 16 | 16 | 0.03% | 0.14% | 0.27% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.03% | 0.06% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Autus Asset Management, LLC | 16 | 16 | 0.55% | 0.84% | 1.13% | Q1 2019 | Q4 2022 | 16 |
Ayrshire Capital Management LLC | 16 | 16 | 2.91% | 3.29% | 3.87% | Q4 2019 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Marks Group Wealth Management, Inc | 16 | 16 | 0.13% | 0.41% | 1.07% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.01% | 0.02% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Bartlett & Co. LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2023 | 16 |
Mirova US LLC | 16 | 16 | 5.14% | 5.71% | 6.64% | Q4 2019 | Q3 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Values First Advisors, Inc. | 16 | 16 | 0.28% | 0.67% | 1.00% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Moors & Cabot, Inc. | 11 | 5 | 0.02% | 0.06% | 0.11% | Q4 2017 | Q3 2023 | 16 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 9 | 7 | 0.00% | 0.40% | 0.64% | Q4 2014 | Q3 2020 | 16 |
SCOPUS ASSET MANAGEMENT, L.P. | 6 | 1 | 0.08% | 0.26% | 0.67% | Q2 2013 | Q4 2021 | 16 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 16 | 16 | 0.58% | 0.74% | 0.96% | Q4 2019 | Q3 2023 | 16 |
FIRST MERCHANTS CORP | 16 | 16 | 0.10% | 0.22% | 0.39% | Q4 2019 | Q3 2023 | 16 |
PRIVATE TRUST CO NA | 7 | 3 | 0.00% | 0.03% | 0.12% | Q1 2013 | Q3 2023 | 16 |
IRONBRIDGE CAPITAL MANAGEMENT LP | 16 | 16 | 0.01% | 1.49% | 1.90% | Q2 2013 | Q1 2017 | 16 |
GUARDIAN CAPITAL LP | 16 | 16 | 0.02% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Tiger Eye Capital LLC | 12 | 1 | 0.13% | 2.06% | 3.98% | Q2 2015 | Q2 2020 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.12% | 0.19% | 0.26% | Q2 2013 | Q1 2017 | 16 |
WASATCH ADVISORS LP | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
BANQUE PICTET & CIE SA | 8 | 1 | 0.01% | 0.05% | 0.12% | Q3 2015 | Q3 2023 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.02% | 0.06% | 0.18% | Q4 2019 | Q3 2023 | 16 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 16 | 16 | 0.00% | 0.02% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Clearstead Advisors, LLC | 15 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 16 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 16 | 16 | 0.18% | 0.20% | 0.23% | Q4 2019 | Q3 2023 | 16 |
SIRIOS CAPITAL MANAGEMENT L P | 16 | 16 | 1.21% | 3.64% | 7.07% | Q4 2019 | Q3 2023 | 16 |
Gradient Investments LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 16 |
USS Investment Management Ltd | 16 | 16 | 0.02% | 0.08% | 0.13% | Q4 2019 | Q3 2023 | 16 |
EXCHANGE TRADED CONCEPTS, LLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.03% | 0.14% | 0.24% | Q4 2019 | Q3 2023 | 16 |
PARNASSUS INVESTMENTS, LLC | 15 | 15 | 0.16% | 0.40% | 0.51% | Q1 2020 | Q3 2023 | 15 |
ZEKE CAPITAL ADVISORS, LLC | 10 | 1 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q4 2022 | 15 |
Patriot Financial Group Insurance Agency, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 15 |
LAZARD ASSET MANAGEMENT LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 15 |
LMR Partners LLP | 5 | 1 | 0.02% | 0.13% | 0.54% | Q2 2014 | Q3 2023 | 15 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2022 | 15 |
MONTAG A & ASSOCIATES INC | 15 | 15 | 0.09% | 0.18% | 0.25% | Q1 2020 | Q3 2023 | 15 |
Sigma Planning Corp | 11 | 1 | 0.01% | 0.03% | 0.04% | Q4 2015 | Q3 2023 | 15 |
RENAISSANCE GROUP LLC | 15 | 15 | 1.12% | 1.29% | 1.42% | Q1 2020 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.02% | 0.02% | 0.02% | Q3 2011 | Q3 2015 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
DELTA LLOYD NV | 14 | 1 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q1 2017 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.11% | 0.19% | 0.23% | Q3 2016 | Q1 2020 | 15 |
WEDBUSH SECURITIES INC | 15 | 15 | 0.03% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Dynamic Advisor Solutions LLC | 8 | 3 | 0.02% | 0.06% | 0.10% | Q1 2019 | Q3 2023 | 15 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 14 | 1 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
TOTH FINANCIAL ADVISORY CORP | 15 | 15 | 0.01% | 0.10% | 0.23% | Q1 2020 | Q3 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.06% | 0.07% | 0.10% | Q2 2013 | Q4 2016 | 15 |
WEALTHSOURCE PARTNERS, LLC | 11 | 4 | 0.03% | 0.12% | 0.22% | Q1 2016 | Q4 2019 | 15 |
Empire Life Investments Inc. | 15 | 15 | 0.81% | 0.94% | 1.12% | Q1 2020 | Q3 2023 | 15 |
Rafferty Asset Management, LLC | 13 | 2 | 0.00% | 0.03% | 0.08% | Q2 2018 | Q3 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q4 2016 | 15 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12 | 1 | 0.00% | 0.07% | 0.15% | Q1 2018 | Q3 2023 | 15 |
Rossmore Private Capital | 15 | 15 | 0.05% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q4 2016 | 15 |
Dana Investment Advisors, Inc. | 15 | 15 | 0.01% | 0.04% | 0.10% | Q1 2020 | Q3 2023 | 15 |
CENTAURUS FINANCIAL, INC. | 14 | 1 | 0.03% | 0.11% | 0.29% | Q2 2018 | Q3 2023 | 15 |
Kepos Capital LP | 10 | 1 | 0.02% | 0.12% | 0.51% | Q1 2018 | Q3 2023 | 15 |
GSA CAPITAL PARTNERS LLP | 3 | 1 | 0.01% | 0.07% | 0.12% | Q1 2014 | Q1 2023 | 15 |
WealthBridge Capital Management, LLC | 12 | 1 | 0.07% | 0.10% | 0.13% | Q4 2018 | Q3 2023 | 15 |
Triangle Securities Wealth Management | 15 | 15 | 0.12% | 0.28% | 0.43% | Q1 2020 | Q3 2023 | 15 |
Prospera Financial Services Inc | 14 | 1 | 0.01% | 0.04% | 0.18% | Q4 2019 | Q3 2023 | 15 |
GUARDIAN CAPITAL ADVISORS LP | 14 | 1 | 0.03% | 0.08% | 0.11% | Q4 2019 | Q3 2023 | 15 |
Capula Management Ltd | 2 | 1 | 0.01% | 0.22% | 0.75% | Q3 2019 | Q4 2022 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.04% | 0.10% | 0.28% | Q2 2013 | Q4 2016 | 15 |
Graypoint LLC | 15 | 15 | 0.18% | 0.44% | 0.78% | Q1 2020 | Q3 2023 | 15 |
Durable Capital Partners LP | 15 | 15 | 1.97% | 4.67% | 7.56% | Q1 2020 | Q3 2023 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.07% | 0.08% | 0.09% | Q2 2013 | Q4 2016 | 15 |
FORVIS Wealth Advisors, LLC | 15 | 15 | 0.02% | 0.07% | 0.12% | Q1 2020 | Q3 2023 | 15 |
Symphony Financial, Ltd. Co. | 15 | 15 | 0.16% | 0.51% | 0.76% | Q1 2020 | Q3 2023 | 15 |
GW&K Investment Management, LLC | 15 | 15 | 0.08% | 0.16% | 0.25% | Q1 2020 | Q3 2023 | 15 |
BerganKDV Wealth Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 15 |
INTACT INVESTMENT MANAGEMENT INC. | 10 | 5 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q4 2018 | 15 |
Greenline Partners, LLC | 15 | 15 | 0.23% | 0.28% | 0.31% | Q3 2019 | Q1 2023 | 15 |
Patten Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2018 | 15 |
PARK AVENUE SECURITIES LLC | 11 | 1 | 0.05% | 0.06% | 0.08% | Q1 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q3 2023 | 15 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 15 | 15 | 0.16% | 0.50% | 0.60% | Q1 2020 | Q3 2023 | 15 |
COMPASS CAPITAL MANAGEMENT, INC | 15 | 15 | 3.68% | 3.93% | 4.19% | Q1 2020 | Q3 2023 | 15 |
AlphaCrest Capital Management LLC | 14 | 1 | 0.04% | 0.13% | 0.25% | Q4 2018 | Q3 2022 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.04% | 0.07% | 0.16% | Q2 2013 | Q4 2016 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.49% | 0.88% | 1.31% | Q1 2020 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q4 2016 | 15 |
Aptus Capital Advisors, LLC | 15 | 15 | 0.17% | 0.22% | 0.27% | Q1 2020 | Q3 2023 | 15 |
Fiera Capital Corp | 6 | 1 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 15 |
STOCK YARDS BANK & TRUST CO | 15 | 15 | 0.06% | 0.59% | 0.91% | Q1 2020 | Q3 2023 | 15 |
Keel Point, LLC | 15 | 15 | 0.17% | 0.44% | 0.63% | Q1 2020 | Q3 2023 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.02% | 0.08% | 0.13% | Q1 2017 | Q3 2020 | 15 |
Marshall Wace North America L.P. | 9 | 2 | 0.00% | 0.20% | 1.03% | Q1 2017 | Q3 2021 | 14 |
COHEN LAWRENCE B | 14 | 14 | 0.14% | 1.25% | 1.62% | Q2 2020 | Q3 2023 | 14 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 14 | 14 | 0.14% | 0.83% | 1.76% | Q2 2020 | Q3 2023 | 14 |
Rosenbaum Jay D. | 14 | 14 | 0.44% | 1.11% | 1.28% | Q2 2020 | Q3 2023 | 14 |
Bridgecreek Investment Management, LLC | 14 | 14 | 0.43% | 0.76% | 0.93% | Q1 2019 | Q2 2022 | 14 |
FORTEM FINANCIAL GROUP, LLC | 14 | 14 | 0.10% | 0.70% | 1.73% | Q4 2018 | Q1 2022 | 14 |
Bank Pictet & Cie (Europe) AG | 10 | 4 | 0.03% | 0.09% | 0.36% | Q1 2017 | Q4 2020 | 14 |
Riverview Trust Co | 13 | 1 | 0.04% | 0.14% | 0.27% | Q3 2019 | Q3 2023 | 14 |
JANICZEK WEALTH MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 14 |
CHILTON INVESTMENT CO INC. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
OAKBROOK INVESTMENTS LLC | 10 | 1 | 0.02% | 0.07% | 0.14% | Q2 2013 | Q3 2017 | 14 |
NICHOLAS COMPANY, INC. | 14 | 14 | 0.60% | 0.69% | 0.78% | Q2 2020 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q3 2022 | 14 |
Cetera Advisors LLC | 14 | 14 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Harel Insurance Investments & Financial Services Ltd. | 10 | 4 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q1 2022 | 14 |
BOOTHBAY FUND MANAGEMENT, LLC | 10 | 1 | 0.01% | 0.03% | 0.07% | Q1 2018 | Q4 2022 | 14 |
BRINKER CAPITAL INC | 12 | 2 | 0.03% | 0.04% | 0.07% | Q4 2016 | Q2 2020 | 14 |
Geneva Advisors, LLC | 14 | 14 | 0.03% | 0.03% | 0.04% | Q1 2014 | Q2 2017 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2016 | 14 |
Financial Management Professionals, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Illinois Municipal Retirement Fund | 13 | 1 | 0.02% | 0.05% | 0.28% | Q4 2019 | Q3 2023 | 14 |
IFG Advisory, LLC | 8 | 1 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q3 2022 | 14 |
Smith, Salley & Associates | 14 | 14 | 0.65% | 1.19% | 1.46% | Q2 2020 | Q3 2023 | 14 |
SeaCrest Wealth Management, LLC | 6 | 2 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 14 |
Circle Wealth Management, LLC | 12 | 2 | 0.01% | 0.07% | 0.11% | Q4 2019 | Q3 2023 | 14 |
JONES FINANCIAL COMPANIES LLLP | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Vanguard Personalized Indexing Management, LLC | 14 | 14 | 0.08% | 0.11% | 0.15% | Q2 2020 | Q3 2023 | 14 |
Vectors Research Management, LLC | 14 | 14 | 0.22% | 0.27% | 0.32% | Q2 2020 | Q3 2023 | 14 |
Freedom Day Solutions, LLC | 14 | 14 | 0.18% | 0.56% | 1.00% | Q2 2019 | Q3 2022 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.08% | 0.32% | 0.53% | Q4 2013 | Q1 2017 | 14 |
NIXON PEABODY TRUST CO | 14 | 14 | 0.29% | 1.31% | 1.62% | Q2 2020 | Q3 2023 | 14 |
GCA INVESTMENT MANAGEMENT, LLC | 13 | 1 | 2.12% | 4.74% | 6.52% | Q2 2015 | Q4 2018 | 14 |
Meristem Family Wealth, LLC | 11 | 1 | 0.02% | 0.07% | 0.11% | Q1 2015 | Q1 2022 | 14 |
NCM Capital Advisers, Inc. | 14 | 14 | 0.25% | 0.53% | 0.92% | Q2 2013 | Q3 2016 | 14 |
Douglas Lane & Associates, LLC | 14 | 14 | 0.20% | 0.54% | 0.63% | Q2 2020 | Q3 2023 | 14 |
Asset Dedication, LLC | 10 | 4 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 14 |
Sunbelt Securities, Inc. | 14 | 14 | 0.05% | 0.06% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Sequoia Financial Advisors, LLC | 7 | 1 | 0.01% | 0.03% | 0.17% | Q2 2014 | Q3 2023 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2016 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 14 | 14 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.04% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Brookstone Capital Management | 12 | 2 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 14 |
Raub Brock Capital Management LP | 14 | 14 | 3.40% | 3.87% | 4.66% | Q2 2020 | Q3 2023 | 14 |
PACES FERRY WEALTH ADVISORS, LLC | 13 | 13 | 1.54% | 1.67% | 1.88% | Q3 2020 | Q3 2023 | 13 |
TOMPKINS FINANCIAL CORP | 11 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 13 |
NORTH STAR ASSET MANAGEMENT INC | 13 | 13 | 0.35% | 0.48% | 0.64% | Q3 2020 | Q3 2023 | 13 |
FIRST NIAGARA BANK | 13 | 13 | 0.18% | 0.20% | 0.26% | Q2 2013 | Q2 2016 | 13 |
FORBES J M & CO LLP | 9 | 4 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 13 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q2 2016 | 13 |
ZACKS INVESTMENT MANAGEMENT | 12 | 1 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2019 | 13 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 13 | 13 | 0.14% | 0.22% | 0.34% | Q3 2019 | Q3 2022 | 13 |
IMPAX ASSET MANAGEMENT LLC | 13 | 13 | 0.02% | 0.15% | 0.18% | Q2 2013 | Q2 2016 | 13 |
Virtus Fund Advisers, LLC | 10 | 3 | 0.00% | 0.04% | 0.07% | Q2 2014 | Q4 2017 | 13 |
GLG LLC | 7 | 6 | 0.04% | 0.06% | 0.15% | Q1 2014 | Q4 2017 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.18% | 0.25% | 0.44% | Q2 2013 | Q2 2016 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2018 | 13 |
Origin Asset Management LLP | 11 | 2 | 0.36% | 0.71% | 2.38% | Q2 2013 | Q3 2019 | 13 |
Simplicity Solutions, LLC | 10 | 3 | 0.01% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 13 |
Virtu Financial LLC | 4 | 1 | 0.01% | 0.08% | 0.27% | Q4 2017 | Q3 2023 | 13 |
EP Wealth Advisors, LLC | 9 | 4 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2022 | 13 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 8 | 1 | 0.01% | 0.10% | 0.34% | Q3 2017 | Q3 2023 | 13 |
EXENCIAL WEALTH ADVISORS, LLC | 11 | 1 | 0.01% | 0.05% | 0.09% | Q1 2013 | Q4 2021 | 13 |
Miracle Mile Advisors, LLC | 13 | 13 | 0.03% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Verity Asset Management, Inc. | 8 | 5 | 0.23% | 0.29% | 0.38% | Q2 2020 | Q3 2023 | 13 |
Moreno Evelyn V | 13 | 13 | 0.78% | 1.15% | 1.35% | Q3 2020 | Q3 2023 | 13 |
Tidal Investments LLC | 13 | 13 | 0.03% | 0.06% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Bayesian Capital Management, LP | 4 | 1 | 0.04% | 0.24% | 0.90% | Q4 2016 | Q3 2022 | 13 |
Vident Investment Advisory, LLC | 7 | 1 | 0.00% | 0.03% | 0.08% | Q2 2015 | Q2 2023 | 13 |
Railway Pension Investments Ltd | 9 | 4 | 0.02% | 0.14% | 0.39% | Q4 2018 | Q2 2022 | 13 |
SIMON QUICK ADVISORS, LLC | 13 | 13 | 0.00% | 0.04% | 0.08% | Q3 2017 | Q3 2020 | 13 |
YorkBridge Wealth Partners, LLC | 13 | 13 | 0.13% | 0.18% | 0.23% | Q4 2016 | Q4 2019 | 13 |
Broadleaf Partners, LLC | 13 | 13 | 0.78% | 1.81% | 2.64% | Q4 2017 | Q4 2020 | 13 |
Valeo Financial Advisors, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 13 |
Castle Rock Wealth Management, LLC | 9 | 4 | 0.07% | 0.16% | 0.27% | Q2 2020 | Q3 2023 | 13 |
Global Trust Asset Management, LLC | 13 | 13 | 0.06% | 0.08% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Virtue Capital Management, LLC | 8 | 2 | 0.04% | 0.18% | 0.29% | Q2 2019 | Q1 2023 | 13 |
Rheos Capital Works Inc. | 13 | 13 | 0.66% | 0.79% | 0.96% | Q3 2020 | Q3 2023 | 13 |
Vestmark Advisory Solutions, Inc. | 13 | 13 | 0.03% | 0.09% | 0.16% | Q3 2020 | Q3 2023 | 13 |
Selective Wealth Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 13 |
MIROVA | 9 | 2 | 0.01% | 0.97% | 4.96% | Q4 2018 | Q2 2023 | 13 |
Knuff & Co LLC | 13 | 13 | 0.02% | 0.06% | 0.12% | Q4 2018 | Q4 2021 | 13 |
Leelyn Smith, LLC | 13 | 13 | 0.01% | 0.13% | 0.26% | Q4 2019 | Q4 2022 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
XXEC, Inc. | 13 | 13 | 2.74% | 4.31% | 8.48% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Codex Capital, L.L.C. | 13 | 13 | 2.90% | 3.20% | 3.75% | Q3 2020 | Q3 2023 | 13 |
McLean Asset Management Corp | 13 | 13 | 0.10% | 0.15% | 0.27% | Q4 2020 | Q4 2023 | 13 |
R.P. Boggs & Co. | 12 | 1 | 0.00% | 3.79% | 6.03% | Q2 2020 | Q3 2023 | 13 |
Rempart Asset Management Inc. | 13 | 13 | 4.15% | 4.57% | 5.11% | Q4 2020 | Q4 2023 | 13 |
CAPITAL GUARDIAN TRUST CO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 13 |
Ruane, Cunniff & Goldfarb | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2016 | 13 |
AMI ASSET MANAGEMENT CORP | 12 | 12 | 1.55% | 1.73% | 1.95% | Q4 2020 | Q3 2023 | 12 |
Abundance Wealth Counselors | 6 | 1 | 0.21% | 0.35% | 0.48% | Q2 2020 | Q3 2023 | 12 |
TURNER INVESTMENTS LLC | 10 | 2 | 0.14% | 0.50% | 0.99% | Q2 2013 | Q2 2017 | 12 |
Cumberland Partners Ltd | 6 | 3 | 0.03% | 0.05% | 0.08% | Q2 2018 | Q3 2021 | 12 |
Penserra Capital Management LLC | 5 | 3 | 0.00% | 0.01% | 0.06% | Q4 2015 | Q3 2023 | 12 |
HNP Capital LLC | 12 | 12 | 0.23% | 0.28% | 0.32% | Q2 2020 | Q1 2023 | 12 |
Cannell & Co. | 12 | 12 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
AE Wealth Management LLC | 9 | 3 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 12 |
Virtu KCG Holdings LLC | 6 | 1 | 0.00% | 0.03% | 0.08% | Q3 2013 | Q2 2017 | 12 |
Laffer Tengler Investments, Inc. | 7 | 5 | 0.36% | 0.46% | 0.60% | Q3 2013 | Q4 2017 | 12 |
NEXT Financial Group, Inc | 12 | 12 | 0.02% | 0.04% | 0.05% | Q1 2019 | Q4 2021 | 12 |
VAN ECK ASSOCIATES CORP | 12 | 12 | 0.00% | 0.16% | 0.33% | Q4 2020 | Q3 2023 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q1 2016 | 12 |
ICW Investment Advisors LLC | 11 | 1 | 0.05% | 0.19% | 0.28% | Q4 2019 | Q3 2023 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2019 | 12 |
AMICA MUTUAL INSURANCE CO | 12 | 12 | 0.18% | 0.53% | 0.85% | Q2 2020 | Q1 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Connolly Sarah T. | 12 | 12 | 0.98% | 1.11% | 1.26% | Q4 2020 | Q3 2023 | 12 |
ADVISORY RESEARCH INC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.08% | 0.11% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Assenagon Asset Management S.A. | 9 | 1 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2023 | 12 |
Three Peaks Capital Management, LLC | 12 | 12 | 0.02% | 1.03% | 1.57% | Q1 2018 | Q4 2020 | 12 |
XML Financial, LLC | 12 | 12 | 0.05% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 11 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 12 |
CI Global Investments Inc. | 12 | 12 | 0.01% | 0.48% | 2.04% | Q3 2014 | Q2 2017 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2021 | 12 |
KANALY TRUST CO | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2016 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q1 2021 | 12 |
ENCOMPASS WEALTH ADVISORS, LLC | 12 | 12 | 0.62% | 0.77% | 1.34% | Q4 2020 | Q3 2023 | 12 |
BRAVE ASSET MANAGEMENT INC | 12 | 12 | 0.10% | 0.12% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Independent Portfolio Consultants, Inc. | 10 | 2 | 0.00% | 0.06% | 0.28% | Q2 2013 | Q2 2017 | 12 |
WealthPLAN Partners, LLC | 7 | 5 | 0.05% | 0.19% | 0.26% | Q3 2020 | Q4 2023 | 12 |
Essex Savings Bank | 9 | 3 | 0.07% | 0.12% | 0.16% | Q4 2018 | Q4 2021 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2019 | 12 |
Capital Bank & Trust Co | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 12 |
Balentine LLC | 7 | 5 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 12 |
Portland Global Advisors LLC | 8 | 4 | 0.03% | 0.08% | 0.11% | Q1 2019 | Q1 2022 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q1 2016 | 12 |
Csenge Advisory Group | 10 | 1 | 0.00% | 0.04% | 0.05% | Q3 2018 | Q3 2023 | 12 |
SFE Investment Counsel | 12 | 12 | 0.32% | 0.94% | 1.26% | Q4 2020 | Q3 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.02% | 0.03% | 0.06% | Q4 2016 | Q3 2019 | 12 |
CCLA Investment Management | 7 | 5 | 1.35% | 1.76% | 2.14% | Q3 2020 | Q3 2023 | 12 |
Triasima Portfolio Management inc. | 12 | 12 | 0.02% | 0.07% | 0.35% | Q4 2020 | Q3 2023 | 12 |
Kendall Capital Management | 12 | 12 | 0.12% | 0.38% | 0.63% | Q3 2018 | Q2 2021 | 12 |
B. Riley Wealth Management, Inc. | 8 | 4 | 0.00% | 0.29% | 0.52% | Q3 2018 | Q2 2022 | 12 |
Bridgewater Associates | 4 | 1 | 0.00% | 0.03% | 0.09% | Q3 2015 | Q1 2021 | 12 |
Cedar Wealth Management, LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Amica Retiree Medical Trust | 12 | 12 | 0.21% | 0.55% | 0.84% | Q2 2020 | Q1 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.16% | 0.40% | 0.56% | Q4 2020 | Q3 2023 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.02% | 0.03% | 0.06% | Q4 2016 | Q3 2019 | 12 |
Lombard Odier Asset Management (Switzerland) SA | 7 | 1 | 0.02% | 0.03% | 0.04% | Q3 2014 | Q4 2021 | 12 |
TORRAY INVESTMENT PARTNERS LLC | 12 | 12 | 0.81% | 1.33% | 2.35% | Q4 2018 | Q3 2021 | 12 |
First Pacific Financial | 12 | 12 | 0.29% | 0.39% | 0.44% | Q4 2020 | Q3 2023 | 12 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 12 | 12 | 0.25% | 0.37% | 0.56% | Q4 2020 | Q3 2023 | 12 |
Dash Acquisitions Inc. | 12 | 12 | 0.86% | 1.01% | 1.39% | Q4 2020 | Q3 2023 | 12 |
TrueWealth Advisors, LLC | 12 | 12 | 0.43% | 0.67% | 1.34% | Q4 2020 | Q3 2023 | 12 |
Apollon Wealth Management, LLC | 11 | 1 | 0.03% | 0.06% | 0.16% | Q2 2020 | Q3 2023 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.04% | 0.08% | 0.10% | Q2 2013 | Q1 2016 | 12 |
Verity & Verity, LLC | 12 | 12 | 0.05% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Vest Financial, LLC | 12 | 12 | 1.20% | 1.46% | 1.65% | Q4 2020 | Q3 2023 | 12 |
ALPS ADVISORS INC | 8 | 4 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2020 | 12 |
Signature Wealth Management Partners, LLC | 12 | 12 | 0.47% | 0.57% | 0.65% | Q4 2020 | Q3 2023 | 12 |
MV CAPITAL MANAGEMENT, INC. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Commonwealth Equity Services, Inc | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2017 | 11 |
MONTAG & CALDWELL, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 11 |
GIRARD PARTNERS LTD. | 11 | 11 | 0.14% | 0.87% | 1.23% | Q1 2021 | Q3 2023 | 11 |
Compagnie Lombard Odier SCmA | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2022 | 11 |
Ohio National Investments, Inc. | 11 | 11 | 0.06% | 0.07% | 0.08% | Q3 2013 | Q1 2016 | 11 |
TOBAM | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Exchange Capital Management, Inc. | 11 | 11 | 0.12% | 0.18% | 0.20% | Q1 2021 | Q3 2023 | 11 |
BURNEY CO/ | 7 | 4 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 11 |
Eos Focused Equity Management, L.P. | 11 | 11 | 1.48% | 2.24% | 3.46% | Q1 2020 | Q3 2022 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Brinker Capital Investments, LLC | 11 | 11 | 0.03% | 0.08% | 0.12% | Q2 2020 | Q4 2022 | 11 |
OneAscent Financial Services LLC | 6 | 1 | 0.14% | 0.34% | 1.16% | Q2 2019 | Q3 2023 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.08% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 11 |
COLDSTREAM CAPITAL MANAGEMENT INC | 7 | 4 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Arkadios Wealth Advisors | 8 | 3 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 11 |
Value Partners Investments Inc. | 11 | 11 | 0.03% | 0.08% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Key FInancial Inc | 10 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 11 |
CVA Family Office, LLC | 10 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q2 2023 | 11 |
HOHIMER WEALTH MANAGEMENT, LLC | 11 | 11 | 0.49% | 0.67% | 0.96% | Q4 2019 | Q2 2022 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.03% | 0.16% | 0.51% | Q2 2019 | Q3 2023 | 11 |
WealthShield Partners, LLC | 6 | 5 | 0.00% | 0.18% | 0.28% | Q2 2019 | Q2 2022 | 11 |
Grove Bank & Trust | 5 | 2 | 0.00% | 0.03% | 0.06% | Q4 2015 | Q3 2023 | 11 |
GRIFFIN ASSET MANAGEMENT, INC. | 11 | 11 | 0.10% | 0.14% | 0.17% | Q1 2021 | Q3 2023 | 11 |
Ilmarinen Mutual Pension Insurance Co | 11 | 11 | 0.05% | 0.10% | 0.35% | Q3 2019 | Q1 2022 | 11 |
Integrated Advisors Network LLC | 11 | 11 | 0.02% | 0.09% | 0.15% | Q4 2019 | Q2 2022 | 11 |
PARADIGM ASSET MANAGEMENT CO LLC | 7 | 4 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q1 2023 | 11 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 11 |
FINANCIAL COUNSELORS INC | 10 | 1 | 0.00% | 0.07% | 0.08% | Q3 2018 | Q3 2023 | 11 |
Gideon Capital Advisors, Inc. | 2 | 1 | 0.14% | 0.40% | 0.98% | Q4 2013 | Q4 2019 | 11 |
WILLIAMS JONES & ASSOCIATES LLC | 11 | 11 | 0.02% | 0.41% | 1.04% | Q4 2016 | Q2 2019 | 11 |
AlphaMark Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Strategic Wealth Partners, Ltd. | 11 | 11 | 0.47% | 0.72% | 0.94% | Q3 2020 | Q1 2023 | 11 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 11 | 11 | 0.08% | 0.13% | 0.18% | Q1 2021 | Q3 2023 | 11 |
MCDONALD CAPITAL INVESTORS INC/CA | 11 | 11 | 1.04% | 1.22% | 1.44% | Q3 2016 | Q1 2019 | 11 |
Willingdon Wealth Management | 11 | 11 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2020 | 11 |
ROCKLAND TRUST CO | 8 | 3 | 0.02% | 0.54% | 0.98% | Q3 2019 | Q3 2023 | 11 |
Westbourne Investment Advisors, Inc. | 8 | 1 | 0.12% | 0.19% | 0.31% | Q2 2016 | Q4 2020 | 11 |
Kensington Investment Counsel, LLC | 8 | 3 | 1.90% | 2.08% | 2.25% | Q4 2020 | Q3 2023 | 11 |
TOEWS CORP /ADV | 4 | 1 | 0.07% | 0.36% | 0.77% | Q2 2016 | Q3 2023 | 11 |
ETF MANAGERS GROUP, LLC | 8 | 1 | 0.00% | 0.36% | 3.88% | Q1 2016 | Q2 2022 | 11 |
Connectus Wealth, LLC | 11 | 11 | 0.50% | 1.22% | 2.68% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
JAMES INVESTMENT RESEARCH INC | 11 | 11 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q1 2023 | 11 |
UNIVEST FINANCIAL Corp | 11 | 11 | 1.24% | 1.46% | 1.82% | Q1 2021 | Q3 2023 | 11 |
REGENTATLANTIC CAPITAL LLC | 10 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2022 | 11 |
FORA Capital, LLC | 6 | 1 | 0.01% | 0.18% | 0.38% | Q4 2019 | Q1 2023 | 11 |
Nichols Asset Management LLC | 11 | 11 | 0.09% | 0.41% | 1.23% | Q2 2014 | Q4 2016 | 11 |
Virtus Investment Advisers, Inc. | 6 | 5 | 0.01% | 0.11% | 0.34% | Q3 2016 | Q3 2023 | 11 |
Advisors Capital Management, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 11 |
Capital World Investors | 11 | 11 | 0.01% | 0.03% | 0.05% | Q1 2015 | Q3 2017 | 11 |
PDT Partners, LLC | 8 | 1 | 0.03% | 0.37% | 0.71% | Q2 2013 | Q1 2021 | 11 |
OneDigital Investment Advisors LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 10 | 10 | 0.04% | 0.05% | 0.07% | Q3 2020 | Q4 2022 | 10 |
Ascension Asset Management LLC | 4 | 1 | 0.73% | 0.79% | 0.88% | Q1 2020 | Q2 2023 | 10 |
Third Point | 9 | 1 | 1.37% | 2.24% | 2.79% | Q1 2014 | Q1 2020 | 10 |
Liontrust Investment Partners LLP | 9 | 1 | 0.06% | 0.20% | 0.37% | Q4 2020 | Q3 2023 | 10 |
Cipher Capital LP | 4 | 1 | 0.04% | 0.22% | 0.46% | Q4 2015 | Q1 2023 | 10 |
Weitz Investment Management | 10 | 10 | 1.14% | 1.96% | 2.72% | Q2 2021 | Q3 2023 | 10 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.01% | 0.20% | 0.56% | Q3 2014 | Q2 2022 | 10 |
BRAUN STACEY ASSOCIATES INC | 10 | 10 | 0.20% | 0.68% | 1.00% | Q2 2018 | Q3 2020 | 10 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2019 | 10 |
E&G Advisors, LP | 6 | 4 | 0.06% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Permanens Capital L.P. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2021 | 10 |
THOMASPARTNERS, INC. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
Profit Investment Management, LLC | 10 | 10 | 0.07% | 0.12% | 0.28% | Q2 2013 | Q3 2015 | 10 |
BRADLEY FOSTER & SARGENT INC/CT | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
ELEMENT CAPITAL MANAGEMENT LLC | 4 | 1 | 0.07% | 0.23% | 0.55% | Q1 2016 | Q3 2022 | 10 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 2 | 0.00% | 0.02% | 0.07% | Q2 2019 | Q3 2023 | 10 |
Personal Capital Advisors Corp | 10 | 10 | 0.25% | 0.27% | 0.31% | Q3 2020 | Q4 2022 | 10 |
Euclid Advisors LLC | 6 | 1 | 0.02% | 0.06% | 0.08% | Q2 2013 | Q2 2016 | 10 |
A.R.T. Advisors, LLC | 5 | 1 | 0.01% | 0.15% | 0.24% | Q2 2014 | Q4 2018 | 10 |
JFS WEALTH ADVISORS, LLC | 9 | 1 | 0.00% | 0.02% | 0.03% | Q1 2016 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.07% | 0.11% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Stratos Wealth Partners, LTD. | 9 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 10 |
Perigon Wealth Management, LLC | 8 | 1 | 0.01% | 0.03% | 0.04% | Q3 2011 | Q3 2023 | 10 |
Clarkston Capital Partners, LLC | 10 | 10 | 0.02% | 0.07% | 0.09% | Q1 2017 | Q2 2019 | 10 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 10 | 10 | 0.60% | 1.34% | 2.05% | Q2 2018 | Q3 2020 | 10 |
Trexquant Investment LP | 3 | 1 | 0.02% | 0.17% | 0.34% | Q4 2014 | Q3 2021 | 10 |
Aris Wealth Services, Inc. | 10 | 10 | 0.02% | 0.69% | 0.90% | Q2 2013 | Q3 2015 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
EMFO, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Orion Capital Management LLC | 9 | 1 | 0.06% | 0.06% | 0.07% | Q1 2021 | Q3 2023 | 10 |
Continuum Advisory, LLC | 10 | 10 | 0.10% | 0.13% | 0.17% | Q2 2021 | Q3 2023 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.04% | 0.15% | 0.32% | Q1 2021 | Q2 2023 | 10 |
TWO SIGMA ADVISERS, LP | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2022 | 10 |
Jump Financial, LLC | 6 | 4 | 0.02% | 0.17% | 0.39% | Q3 2020 | Q3 2023 | 10 |
GSB Wealth Management, LLC | 8 | 2 | 0.27% | 0.30% | 0.33% | Q1 2021 | Q3 2023 | 10 |
AXS Investments LLC | 8 | 2 | 0.26% | 0.64% | 1.18% | Q1 2021 | Q3 2023 | 10 |
Sound Financial Strategies Group, LLC | 5 | 1 | 0.37% | 0.75% | 1.42% | Q4 2019 | Q3 2023 | 10 |
Fiduciary Planning LLC | 10 | 10 | 0.38% | 0.47% | 0.56% | Q2 2021 | Q3 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.02% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
BI Asset Management Fondsmaeglerselskab A/S | 7 | 1 | 0.01% | 0.05% | 0.24% | Q2 2019 | Q3 2023 | 10 |
Hefty Wealth Partners | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2018 | 10 |
Qtron Investments LLC | 8 | 2 | 0.06% | 0.23% | 0.46% | Q1 2019 | Q3 2023 | 10 |
Brendel Financial Advisors LLC | 9 | 1 | 0.01% | 1.63% | 2.68% | Q4 2018 | Q2 2021 | 10 |
OSTERWEIS CAPITAL MANAGEMENT INC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q4 2016 | 10 |
Nicholas Hoffman & Company, LLC. | 6 | 4 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 10 |
Sonora Investment Management, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2021 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2020 | 10 |
Ancora Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2022 | 10 |
Weiss Multi-Strategy Advisers LLC | 5 | 1 | 0.01% | 0.08% | 0.17% | Q4 2013 | Q3 2023 | 10 |
Machina Capital S.A.S. | 6 | 1 | 0.04% | 0.49% | 0.93% | Q4 2018 | Q3 2023 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.01% | 0.10% | 0.15% | Q2 2021 | Q3 2023 | 10 |
Farmers & Merchants Trust Co of Long Beach | 7 | 3 | 0.05% | 0.09% | 0.18% | Q3 2020 | Q3 2023 | 10 |
F3Logic, LLC | 9 | 1 | 0.05% | 0.29% | 0.49% | Q1 2019 | Q4 2021 | 10 |
Providence Capital Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 10 |
Migdal Insurance & Financial Holdings Ltd. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2020 | 10 |
IndexIQ Advisors LLC | 10 | 10 | 0.00% | 0.03% | 0.15% | Q4 2019 | Q1 2022 | 10 |
Marietta Wealth Management, LLC | 10 | 10 | 0.07% | 0.63% | 0.85% | Q4 2020 | Q1 2023 | 10 |
HIGHLAND CAPITAL MANAGEMENT LP | 5 | 2 | 0.27% | 0.49% | 0.70% | Q4 2016 | Q2 2019 | 9 |
Siemens Fonds Invest GmbH | 9 | 9 | 0.03% | 0.05% | 0.13% | Q3 2021 | Q3 2023 | 9 |
Suncoast Equity Management | 8 | 1 | 0.03% | 0.07% | 0.09% | Q4 2019 | Q3 2023 | 9 |
FARMERS TRUST CO | 9 | 9 | 0.58% | 0.90% | 1.17% | Q2 2020 | Q2 2022 | 9 |
Wealthcare Advisory Partners LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2021 | 9 |
Invictus RG Pte. Ltd. | 5 | 4 | 0.14% | 0.26% | 0.34% | Q2 2013 | Q3 2015 | 9 |
Ellevest, Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 9 |
FundX Investment Group, LLC | 9 | 9 | 0.08% | 0.10% | 0.13% | Q4 2017 | Q4 2019 | 9 |
STRATEGY ASSET MANAGERS LLC | 5 | 4 | 0.17% | 0.50% | 0.68% | Q2 2013 | Q4 2019 | 9 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 9 | 9 | 0.13% | 0.14% | 0.17% | Q2 2013 | Q2 2015 | 9 |
Wealthspire Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.07% | Q4 2018 | Q3 2023 | 9 |
Intersect Capital LLC | 7 | 2 | 0.04% | 0.09% | 0.12% | Q4 2014 | Q1 2022 | 9 |
SEVEN EIGHT CAPITAL, LP | 2 | 1 | 0.02% | 0.21% | 0.69% | Q1 2014 | Q1 2023 | 9 |
Phoenix Holdings Ltd. | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q2 2015 | 9 |
JNBA Financial Advisors | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2022 | 9 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.01% | 0.15% | 0.39% | Q3 2014 | Q3 2019 | 9 |
GREENWOOD CAPITAL ASSOCIATES LLC | 9 | 9 | 0.06% | 0.09% | 0.11% | Q2 2014 | Q2 2016 | 9 |
Lipe & Dalton | 8 | 1 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 9 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 8 | 1 | 0.01% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 9 |
LAKE STREET ADVISORS GROUP, LLC | 9 | 9 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q2 2021 | 9 |
Strong Tower Advisory Services | 9 | 9 | 0.52% | 0.58% | 0.66% | Q3 2021 | Q3 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.01% | 0.07% | 0.36% | Q2 2021 | Q3 2023 | 9 |
Tradition Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Roberts Wealth Advisors, LLC | 9 | 9 | 0.48% | 1.24% | 1.53% | Q3 2021 | Q3 2023 | 9 |
Quadrature Capital Ltd | 2 | 1 | 0.02% | 0.13% | 0.39% | Q4 2016 | Q2 2023 | 9 |
Dynamic Capital Management Ltd | 2 | 1 | 0.07% | 0.39% | 1.13% | Q3 2013 | Q3 2018 | 9 |
TRUEWEALTH LLC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2019 | 9 |
Israel Discount Bank of New York | 9 | 9 | 0.07% | 0.08% | 0.10% | Q1 2017 | Q1 2019 | 9 |
AGF Investments LLC | 8 | 1 | 0.01% | 0.10% | 0.16% | Q1 2017 | Q1 2021 | 9 |
BFSG, LLC | 9 | 9 | 0.11% | 0.22% | 0.29% | Q3 2021 | Q3 2023 | 9 |
Hudson Bay Capital Management LP | 4 | 2 | 0.01% | 0.05% | 0.08% | Q1 2017 | Q2 2023 | 9 |
West Oak Capital, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2018 | 9 |
Newbridge Financial Services Group, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Walleye Capital LLC | 2 | 1 | 0.02% | 0.07% | 0.15% | Q1 2019 | Q3 2023 | 9 |
Financial Architects, Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
Zurich Insurance Group Ltd/FI | 7 | 1 | 0.06% | 0.10% | 0.15% | Q1 2016 | Q3 2019 | 9 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.01% | 0.36% | 0.84% | Q4 2019 | Q3 2023 | 9 |
SHINE INVESTMENT ADVISORY SERVICES INC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q2 2019 | 9 |
Capital Investment Advisory Services, LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q4 2021 | 9 |
Dorsey Asset Management | 9 | 9 | 4.39% | 8.52% | 15.79% | Q4 2016 | Q4 2018 | 9 |
Doyle Wealth Management | 9 | 9 | 0.84% | 0.98% | 1.08% | Q3 2020 | Q3 2022 | 9 |
Wealth Alliance | 4 | 2 | 0.04% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 9 |
Arlington Partners LLC | 8 | 1 | 0.00% | 0.13% | 1.14% | Q4 2020 | Q3 2023 | 9 |
NICOLET BANKSHARES INC | 4 | 1 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 9 |
AMERICAN NATIONAL INSURANCE CO | 9 | 9 | 0.22% | 0.25% | 0.29% | Q1 2020 | Q1 2022 | 9 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 9 |
ROOSEVELT INVESTMENT GROUP LLC | 9 | 9 | 0.03% | 0.15% | 1.04% | Q2 2013 | Q2 2015 | 9 |
TOWNSQUARE CAPITAL LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Lenox Wealth Management, Inc. | 7 | 2 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2020 | 9 |
Allworth Financial LP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Menard Financial Group LLC | 9 | 9 | 0.20% | 0.40% | 0.70% | Q2 2021 | Q2 2023 | 9 |
Davidson Capital Management Inc. | 9 | 9 | 0.60% | 1.19% | 2.38% | Q4 2019 | Q4 2021 | 9 |
Eudaimonia Partners, LLC | 6 | 1 | 0.03% | 0.09% | 0.21% | Q4 2019 | Q2 2023 | 9 |
Catalyst Capital Advisors LLC | 8 | 1 | 0.00% | 0.05% | 0.10% | Q1 2018 | Q3 2023 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
INTRUST BANK NA | 8 | 1 | 0.03% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 9 |
American National Registered Investment Advisor, Inc. | 9 | 9 | 0.28% | 0.31% | 0.34% | Q1 2020 | Q1 2022 | 9 |
Krane Funds Advisors LLC | 6 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q2 2022 | 9 |
Index Management Solutions, LLC | 9 | 9 | 0.00% | 0.02% | 0.08% | Q3 2013 | Q3 2015 | 9 |
BHF Kleinwort Benson Group S.A. | 9 | 9 | 0.04% | 0.07% | 0.17% | Q2 2013 | Q2 2015 | 9 |
Fieldpoint Private Securities, LLC | 9 | 9 | 0.13% | 0.16% | 0.21% | Q2 2020 | Q2 2022 | 9 |
NFJ INVESTMENT GROUP, LLC | 8 | 8 | 0.12% | 0.51% | 0.81% | Q1 2021 | Q4 2022 | 8 |
Ascent Group, LLC | 8 | 8 | 0.22% | 0.24% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Capital Planning Advisors, LLC | 4 | 1 | 0.05% | 0.14% | 0.26% | Q4 2015 | Q4 2020 | 8 |
NorthRock Partners, LLC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.07% | 0.08% | 0.10% | Q4 2014 | Q3 2016 | 8 |
LGT Group Foundation | 8 | 8 | 0.42% | 0.49% | 0.58% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Marion Wealth Management | 8 | 8 | 0.32% | 0.36% | 0.41% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.18% | 0.31% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Trail Ridge Investment Advisors, LLC | 8 | 8 | 0.81% | 0.88% | 0.96% | Q4 2021 | Q3 2023 | 8 |
Benchmark Investment Advisors LLC | 8 | 8 | 1.10% | 1.62% | 2.27% | Q4 2021 | Q3 2023 | 8 |
MAVERICK CAPITAL LTD | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q2 2021 | 8 |
Covestor Ltd | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
KENFARB & CO. | 8 | 8 | 1.62% | 1.78% | 1.89% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.22% | 0.26% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Endowment Wealth Management, Inc. | 8 | 8 | 0.24% | 0.27% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Evergreen Wealth Solutions, LLC | 8 | 8 | 1.06% | 1.55% | 2.00% | Q4 2021 | Q3 2023 | 8 |
Buttonwood Financial Advisors Inc. | 8 | 8 | 0.68% | 0.94% | 1.51% | Q4 2021 | Q3 2023 | 8 |
Mount Yale Investment Advisors, LLC | 5 | 3 | 0.01% | 0.04% | 0.06% | Q1 2018 | Q3 2023 | 8 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 8 |
Snowden Capital Advisors LLC | 6 | 1 | 0.00% | 0.08% | 0.13% | Q2 2019 | Q3 2023 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.21% | 0.25% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Lane Generational LLC | 8 | 8 | 2.75% | 3.91% | 5.11% | Q4 2021 | Q3 2023 | 8 |
Pine Haven Investment Counsel, Inc | 8 | 8 | 0.29% | 0.31% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Goodman Advisory Group, LLC | 8 | 8 | 0.89% | 2.25% | 4.20% | Q4 2021 | Q3 2023 | 8 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q4 2022 | 8 |
TECTONIC ADVISORS LLC | 8 | 8 | 0.04% | 0.06% | 0.12% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.11% | 0.17% | 0.20% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.20% | 0.24% | 0.29% | Q2 2013 | Q1 2015 | 8 |
TBP ADVISORS LTD | 8 | 8 | 1.29% | 1.52% | 1.87% | Q2 2013 | Q1 2015 | 8 |
Zions Bancorporation | 5 | 3 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q1 2018 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.03% | 0.06% | 0.11% | Q4 2021 | Q3 2023 | 8 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 6 | 1 | 0.00% | 0.03% | 0.07% | Q3 2020 | Q3 2023 | 8 |
TEALWOOD ASSET MANAGEMENT INC | 8 | 8 | 0.56% | 0.72% | 0.85% | Q2 2017 | Q1 2019 | 8 |
Capital Advisors, Ltd. LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
OneAscent Wealth Management LLC | 5 | 1 | 0.19% | 0.30% | 0.44% | Q4 2020 | Q3 2023 | 8 |
DE BURLO GROUP INC | 6 | 1 | 0.01% | 0.88% | 2.01% | Q2 2017 | Q3 2022 | 8 |
Sciencast Management LP | 2 | 1 | 0.08% | 0.40% | 0.98% | Q2 2016 | Q1 2021 | 8 |
Omnia Family Wealth, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 8 |
Johnson Financial Group, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.10% | 0.12% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Bishop Rock Capital, L.P. | 8 | 8 | 1.15% | 2.29% | 4.68% | Q2 2020 | Q1 2022 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
XTX Topco Ltd | 6 | 2 | 0.10% | 0.25% | 0.40% | Q3 2021 | Q3 2023 | 8 |
DUALITY ADVISERS, LP | 3 | 1 | 0.05% | 0.29% | 0.58% | Q2 2019 | Q3 2022 | 8 |
V Wealth Advisors LLC | 5 | 1 | 0.06% | 0.38% | 0.68% | Q2 2019 | Q4 2020 | 8 |
Klingman & Associates, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 8 |
INTEGRATED WEALTH COUNSEL, LLC | 8 | 8 | 0.01% | 0.07% | 0.12% | Q2 2013 | Q1 2015 | 8 |
Capital Market Strategies LLC | 5 | 3 | 0.22% | 0.23% | 0.25% | Q4 2021 | Q4 2023 | 8 |
Trust Co of Kansas | 8 | 8 | 1.64% | 2.07% | 2.62% | Q4 2021 | Q3 2023 | 8 |
Banco Santander, S.A. | 7 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2022 | 8 |
PRUDENTIAL PLC | 7 | 1 | 0.00% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 8 |
I.G. INVESTMENT MANAGEMENT, LTD. | 5 | 3 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2017 | 8 |
Blueshift Asset Management, LLC | 2 | 1 | 0.06% | 0.22% | 0.52% | Q4 2018 | Q1 2023 | 8 |
ATTICUS WEALTH MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 8 |
Calvert Investment Management, Inc. | 5 | 3 | 0.04% | 0.05% | 0.06% | Q3 2014 | Q4 2016 | 8 |
1900 WEALTH MANAGEMENT LLC | 8 | 8 | 0.04% | 0.06% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Belpointe Asset Management LLC | 6 | 1 | 0.01% | 0.02% | 0.09% | Q2 2018 | Q1 2023 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 4 | 1 | 0.01% | 0.03% | 0.16% | Q2 2013 | Q1 2017 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.43% | 0.54% | 0.66% | Q3 2021 | Q2 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.03% | 0.08% | Q4 2021 | Q3 2023 | 8 |
SOLARIS ASSET MANAGEMENT LLC | 7 | 1 | 0.01% | 0.41% | 1.43% | Q2 2013 | Q3 2016 | 8 |
First Capital Advisors Group, LLC. | 7 | 1 | 0.01% | 0.17% | 0.34% | Q2 2017 | Q2 2023 | 8 |
Numeric Investors LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2017 | 8 |
Crescent Grove Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 8 |
TIAA, FSB | 5 | 3 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q2 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
BENJAMIN EDWARDS INC | 8 | 8 | 0.00% | 0.08% | 0.19% | Q4 2021 | Q3 2023 | 8 |
THAMES CAPITAL MANAGEMENT LLC | 8 | 8 | 2.06% | 4.02% | 5.15% | Q4 2017 | Q3 2019 | 8 |
Visium Asset Management, LP | 3 | 1 | 0.00% | 0.11% | 0.31% | Q3 2013 | Q2 2016 | 8 |
Evolution Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2021 | 8 |
Larson Financial Group LLC | 8 | 8 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Quantinno Capital Management LP | 8 | 8 | 0.17% | 0.26% | 0.43% | Q4 2021 | Q3 2023 | 8 |
Sonen Capital LLC | 8 | 8 | 0.50% | 0.77% | 1.12% | Q4 2021 | Q3 2023 | 8 |
Confluence Wealth Management LLC | 8 | 8 | 0.31% | 0.47% | 0.52% | Q4 2018 | Q3 2020 | 8 |
MEYER HANDELMAN CO | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q1 2016 | 8 |
NumerixS Investment Technologies Inc | 4 | 1 | 0.02% | 0.11% | 0.25% | Q3 2015 | Q2 2020 | 8 |
Hexavest Inc. | 8 | 8 | 0.00% | 0.18% | 0.37% | Q2 2019 | Q1 2021 | 8 |
Triad Investment Management | 8 | 8 | 2.88% | 3.05% | 3.32% | Q4 2021 | Q3 2023 | 8 |
Yorktown Management & Research Co Inc | 7 | 1 | 0.10% | 0.16% | 0.24% | Q4 2018 | Q1 2021 | 8 |
MCF Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
HORIZON BANCORP INC /IN/ | 4 | 4 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 8 |
Timber Hill LLC | 4 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q1 2018 | 8 |
ARGUS INVESTORS' COUNSEL, INC. | 7 | 1 | 0.14% | 0.23% | 0.28% | Q2 2018 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Dunvegan Associates, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2015 | 8 |
Point72 Middle East FZE | 4 | 4 | 0.00% | 0.01% | 0.08% | Q4 2022 | Q3 2023 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.08% | 0.09% | 0.09% | Q2 2013 | Q1 2015 | 8 |
FIRST NATIONAL TRUST CO | 8 | 8 | 0.02% | 0.12% | 0.24% | Q1 2018 | Q4 2019 | 8 |
Brookmont Capital Management | 8 | 8 | 0.19% | 0.28% | 0.37% | Q2 2018 | Q1 2020 | 8 |
Spearhead Capital Advisors, LLC | 7 | 7 | 1.28% | 1.38% | 1.63% | Q1 2021 | Q3 2022 | 7 |
abrdn Investment Management Ltd | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
British Airways Pensions Investment Management Ltd | 5 | 2 | 0.49% | 0.62% | 0.85% | Q4 2014 | Q3 2019 | 7 |
WealthPlan Investment Management, LLC | 6 | 1 | 0.20% | 0.24% | 0.29% | Q1 2022 | Q4 2023 | 7 |
Pinkerton Retirement Specialists, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
CORNERSTONE ADVISORS INC | 6 | 1 | 0.00% | 0.18% | 0.25% | Q4 2017 | Q4 2021 | 7 |
TCTC Holdings, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.13% | 0.14% | 0.15% | Q1 2022 | Q3 2023 | 7 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.94% | 1.11% | 1.34% | Q4 2021 | Q3 2023 | 7 |
Allred Capital Management, LLC | 6 | 1 | 0.02% | 0.16% | 0.24% | Q4 2019 | Q2 2022 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
CIBC BANK USA | 7 | 7 | 0.03% | 0.10% | 0.13% | Q2 2013 | Q4 2014 | 7 |
Morse Asset Management, Inc | 5 | 2 | 0.12% | 0.25% | 0.42% | Q3 2018 | Q3 2023 | 7 |
MinichMacGregor Wealth Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2022 | 7 |
DELTEC ASSET MANAGEMENT LLC | 4 | 3 | 0.05% | 0.35% | 0.60% | Q1 2015 | Q3 2020 | 7 |
JTC Employer Solutions Trustee Ltd | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 7 | 7 | 0.03% | 0.11% | 0.23% | Q3 2020 | Q1 2022 | 7 |
Waverly Advisors, LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q3 2023 | 7 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.02% | 0.07% | Q1 2019 | Q3 2021 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.11% | 0.11% | 0.12% | Q1 2022 | Q3 2023 | 7 |
JB Capital LLC | 7 | 7 | 0.25% | 0.28% | 0.32% | Q3 2021 | Q1 2023 | 7 |
Centiva Capital, LP | 2 | 1 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 7 |
Baader Bank Aktiengesellschaft | 4 | 3 | 0.01% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Highland Private Wealth Management | 6 | 1 | 0.03% | 0.03% | 0.05% | Q2 2020 | Q3 2022 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.07% | 0.08% | 0.08% | Q4 2016 | Q2 2018 | 7 |
US Asset Management LLC | 4 | 3 | 0.60% | 0.63% | 0.71% | Q3 2021 | Q2 2023 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.53% | 0.56% | 0.61% | Q2 2013 | Q4 2014 | 7 |
Rosenberg Matthew Hamilton | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 7 |
Findlay Park Partners LLP | 7 | 7 | 0.48% | 0.81% | 1.47% | Q2 2013 | Q4 2014 | 7 |
Intrua Financial, LLC | 7 | 7 | 0.05% | 0.06% | 0.10% | Q4 2020 | Q2 2022 | 7 |
TRILLIUM ASSET MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 7 |
NORRIS PERNE & FRENCH LLP/MI | 7 | 7 | 0.07% | 0.10% | 0.12% | Q2 2013 | Q4 2014 | 7 |
SMITH ASSET MANAGEMENT GROUP LP | 6 | 1 | 0.60% | 0.86% | 1.26% | Q2 2013 | Q3 2020 | 7 |
Holocene Advisors, LP | 5 | 1 | 0.00% | 0.08% | 0.48% | Q1 2018 | Q3 2023 | 7 |
BHR Capital LLC | 7 | 7 | 4.62% | 5.33% | 6.82% | Q2 2013 | Q4 2014 | 7 |
SUMITOMO LIFE INSURANCE CO | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2022 | 7 |
Cross Staff Investments Inc | 4 | 3 | 0.22% | 0.38% | 0.46% | Q4 2021 | Q3 2023 | 7 |
RELIANCE TRUST CO OF DELAWARE | 4 | 3 | 0.02% | 0.04% | 0.12% | Q3 2015 | Q2 2018 | 7 |
Cribstone Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
Harvest Fund Management Co., Ltd | 5 | 2 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q3 2020 | 7 |
BTR CAPITAL MANAGEMENT INC | 7 | 7 | 0.34% | 0.61% | 0.73% | Q1 2021 | Q3 2022 | 7 |
1ST SOURCE BANK | 5 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q2 2019 | 7 |
Maryland Capital Management | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q4 2021 | 7 |
Quantitative Systematic Strategies LLC | 2 | 1 | 0.06% | 0.15% | 0.37% | Q2 2016 | Q1 2021 | 7 |
LOGAN CAPITAL MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
WADE G W & INC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
High Net Worth Advisory Group LLC | 6 | 1 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q4 2023 | 7 |
Alaska Permanent Fund Corp | 5 | 2 | 0.01% | 0.13% | 0.26% | Q4 2021 | Q3 2023 | 7 |
Ethic Inc. | 6 | 1 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 7 |
MONETARY MANAGEMENT GROUP INC | 7 | 7 | 0.02% | 0.14% | 0.46% | Q3 2020 | Q1 2022 | 7 |
Li Winifred I | 7 | 7 | 0.66% | 0.72% | 0.79% | Q2 2013 | Q4 2014 | 7 |
Cable Hill Partners, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2019 | 7 |
CLINTON GROUP INC | 2 | 1 | 0.02% | 0.20% | 0.48% | Q3 2015 | Q3 2018 | 7 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2020 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q4 2014 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q1 2021 | 7 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.02% | 0.38% | 1.11% | Q4 2019 | Q3 2023 | 7 |
WHITE PINE CAPITAL LLC | 7 | 7 | 0.13% | 0.26% | 0.43% | Q1 2022 | Q3 2023 | 7 |
ARGENT TRUST Co | 6 | 1 | 0.06% | 0.09% | 0.12% | Q4 2015 | Q1 2018 | 7 |
HBK INVESTMENTS L P | 2 | 1 | 0.01% | 0.03% | 0.05% | Q1 2014 | Q2 2023 | 7 |
First Western Trust Bank | 7 | 7 | 0.36% | 0.37% | 0.39% | Q1 2022 | Q3 2023 | 7 |
Security National Bank | 4 | 3 | 0.05% | 0.06% | 0.06% | Q3 2021 | Q3 2023 | 7 |
My Legacy Advisors, LLC | 7 | 7 | 0.34% | 0.37% | 0.42% | Q1 2022 | Q3 2023 | 7 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Tuttle Capital Management, LLC | 3 | 3 | 0.20% | 1.32% | 2.38% | Q1 2018 | Q3 2020 | 6 |
Virtus ETF Advisers LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2020 | 6 |
South Dakota Investment Council | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 6 |
Tortoise Investment Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
TLP GROUP LLC | 4 | 2 | 0.00% | 0.06% | 0.14% | Q3 2016 | Q3 2018 | 6 |
Malaga Cove Capital, LLC | 6 | 6 | 0.13% | 0.14% | 0.15% | Q2 2022 | Q3 2023 | 6 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.07% | 0.20% | 0.30% | Q4 2016 | Q3 2022 | 6 |
CLEAR STREET MARKETS LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Trust Asset Management LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
USCA RIA LLC | 5 | 1 | 0.04% | 0.06% | 0.11% | Q3 2018 | Q1 2020 | 6 |
AIA Group Ltd | 6 | 6 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q1 2023 | 6 |
HighPoint Advisor Group LLC | 5 | 1 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q2 2022 | 6 |
Lighthouse Financial Advisors, Inc. | 6 | 6 | 0.76% | 0.96% | 1.17% | Q4 2019 | Q1 2021 | 6 |
Newfound Research LLC | 5 | 1 | 0.15% | 0.20% | 0.31% | Q4 2020 | Q3 2022 | 6 |
First Allied Advisory Services, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2020 | 6 |
ETRADE Capital Management LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2020 | 6 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5 | 1 | 0.03% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 6 |
Covea Finance | 6 | 6 | 1.39% | 1.80% | 1.99% | Q3 2022 | Q4 2023 | 6 |
Savant Capital, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 6 |
Perpetual Ltd | 3 | 1 | 0.02% | 0.06% | 0.12% | Q1 2018 | Q3 2023 | 6 |
Optimal Asset Management, Inc. | 6 | 6 | 0.06% | 0.17% | 0.25% | Q2 2020 | Q3 2021 | 6 |
Gratus Capital, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q1 2023 | 6 |
Manitou Investment Management Ltd. | 3 | 3 | 0.00% | 1.98% | 4.08% | Q4 2021 | Q3 2023 | 6 |
Bellwether Investment Group, LLC | 5 | 1 | 0.06% | 1.21% | 2.46% | Q2 2016 | Q4 2017 | 6 |
Tandem Investment Advisors, Inc. | 6 | 6 | 1.00% | 1.05% | 1.16% | Q2 2022 | Q3 2023 | 6 |
Crestwood Advisors Group, LLC | 4 | 1 | 0.00% | 0.23% | 0.96% | Q1 2015 | Q3 2023 | 6 |
ICICI Prudential Asset Management Co Ltd | 3 | 1 | 0.21% | 0.92% | 2.19% | Q1 2021 | Q3 2023 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2019 | 6 |
Bogart Wealth, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
MPS Loria Financial Planners, LLC | 4 | 1 | 0.06% | 0.08% | 0.08% | Q2 2017 | Q4 2021 | 6 |
Crewe Advisors LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 6 |
TRH Financial, LLC | 6 | 6 | 0.18% | 1.00% | 1.99% | Q1 2021 | Q2 2022 | 6 |
MGO ONE SEVEN LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 6 |
SWS Partners | 4 | 2 | 0.14% | 0.27% | 0.53% | Q2 2019 | Q4 2020 | 6 |
Certified Advisory Corp | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2021 | 6 |
GHP Investment Advisors, Inc. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 6 |
Atom Investors LP | 3 | 1 | 0.05% | 0.36% | 1.02% | Q4 2019 | Q3 2023 | 6 |
First National Bank of South Miami | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q3 2019 | 6 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3 | 1 | 0.01% | 0.05% | 0.05% | Q2 2018 | Q3 2023 | 6 |
Robertson Stephens Wealth Management, LLC | 6 | 6 | 0.09% | 0.12% | 0.14% | Q4 2021 | Q1 2023 | 6 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.10% | 0.44% | 0.87% | Q4 2018 | Q3 2023 | 6 |
LIBERTY WEALTH MANAGEMENT LLC | 6 | 6 | 0.03% | 0.03% | 0.05% | Q2 2020 | Q3 2021 | 6 |
Woodline Partners LP | 5 | 1 | 0.06% | 0.28% | 0.63% | Q4 2021 | Q2 2023 | 6 |
Paragon Advisors, LLC | 4 | 2 | 0.30% | 0.47% | 0.54% | Q4 2019 | Q2 2023 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q1 2021 | 6 |
MADDEN SECURITIES Corp | 4 | 1 | 0.06% | 0.30% | 0.47% | Q3 2020 | Q4 2022 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Alpha Paradigm Partners, LLC | 6 | 6 | 0.03% | 0.07% | 0.11% | Q3 2021 | Q4 2022 | 6 |
State of Wyoming | 6 | 6 | 0.02% | 0.06% | 0.13% | Q1 2021 | Q2 2022 | 6 |
Planned Solutions, Inc. | 4 | 2 | 0.09% | 0.17% | 0.20% | Q3 2020 | Q1 2022 | 6 |
E Fund Management Co., Ltd. | 6 | 6 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
CFS Investment Advisory Services, LLC | 4 | 1 | 0.02% | 0.22% | 0.32% | Q4 2020 | Q2 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q1 2022 | 6 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
NewEdge Wealth, LLC | 6 | 6 | 0.07% | 0.08% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Corsicana & Co. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
TUCKER ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Ameritas Advisory Services, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Czech National Bank | 6 | 6 | 0.13% | 0.14% | 0.14% | Q3 2022 | Q4 2023 | 6 |
LGT Fund Management Co Ltd. | 4 | 2 | 0.03% | 0.09% | 0.12% | Q4 2021 | Q3 2023 | 6 |
Patriot Wealth Management, Inc. | 6 | 6 | 0.87% | 0.92% | 0.98% | Q2 2013 | Q3 2014 | 6 |
FSM Wealth Advisors, LLC | 6 | 6 | 0.34% | 0.45% | 0.67% | Q2 2022 | Q3 2023 | 6 |
Hugh Johnson Advisors LLC | 6 | 6 | 0.72% | 0.86% | 1.07% | Q1 2018 | Q2 2019 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.15% | 0.17% | 0.19% | Q2 2013 | Q3 2014 | 6 |
CITIZENS FINANCIAL GROUP INC/RI | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2020 | 6 |
HORAN CAPITAL MANAGEMENT | 6 | 6 | 1.42% | 2.34% | 2.77% | Q3 2019 | Q4 2020 | 6 |
EVERGREEN CAPITAL MANAGEMENT LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
SEI TRUST CO | 6 | 6 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2014 | 6 |
Mount Lucas Management LP | 6 | 6 | 0.28% | 0.50% | 0.79% | Q3 2017 | Q4 2018 | 6 |
BAIRD ROBERT W & CO INC /WI/ | 4 | 2 | 0.00% | 0.16% | 0.26% | Q2 2013 | Q1 2015 | 6 |
CULLINAN ASSOCIATES INC | 6 | 6 | 0.11% | 0.13% | 0.14% | Q2 2022 | Q3 2023 | 6 |
Lloyds Banking Group plc | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
MADISON INVESTMENT HOLDINGS INC | 6 | 6 | 0.10% | 0.11% | 0.14% | Q2 2013 | Q3 2014 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.14% | 0.21% | 0.25% | Q2 2013 | Q3 2014 | 6 |
MARVIN & PALMER ASSOCIATES INC | 5 | 1 | 0.86% | 1.73% | 2.11% | Q2 2013 | Q2 2016 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.10% | 0.11% | 0.12% | Q2 2022 | Q3 2023 | 6 |
MANCHESTER FINANCIAL INC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2020 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.11% | 0.17% | Q2 2022 | Q3 2023 | 6 |
SILVER OAK SECURITIES, INCORPORATED | 4 | 2 | 0.04% | 0.06% | 0.09% | Q1 2022 | Q3 2023 | 6 |
GREAT LAKES ADVISORS, LLC | 5 | 1 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q3 2021 | 6 |
NEW ENGLAND SECURITIES CORP /MA/ | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2014 | 6 |
Knowledge Leaders Capital, LLC | 3 | 3 | 0.80% | 1.01% | 1.24% | Q2 2020 | Q2 2023 | 6 |
Desjardins Global Asset Management Inc. | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Fiduciary Trust Co International of Pennsylvania | 6 | 6 | 0.22% | 0.24% | 0.26% | Q4 2018 | Q1 2020 | 6 |
Sensible Financial Planning & Management, LLC. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q3 2016 | 6 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.10% | 0.11% | 0.14% | Q4 2020 | Q4 2021 | 5 |
Kavar Capital Partners, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 5 |
Legato Capital Management LLC | 4 | 1 | 0.17% | 0.24% | 0.32% | Q2 2021 | Q3 2023 | 5 |
Skye Global Management LP | 4 | 1 | 0.07% | 0.22% | 0.59% | Q1 2019 | Q3 2020 | 5 |
NEXPOINT ASSET MANAGEMENT, L.P. | 4 | 4 | 0.15% | 0.30% | 0.61% | Q3 2019 | Q2 2020 | 5 |
REYNOLDS CAPITAL MANAGEMENT LLC | 5 | 5 | 0.19% | 0.21% | 0.26% | Q2 2013 | Q2 2014 | 5 |
Ergoteles LLC | 3 | 2 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2022 | 5 |
Athanor Capital, LP | 3 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q4 2020 | 5 |
Cadence Bank | 5 | 5 | 0.16% | 0.17% | 0.18% | Q3 2022 | Q3 2023 | 5 |
DOWLING & YAHNKE LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 5 |
Stanley-Laman Group, Ltd. | 3 | 2 | 0.03% | 0.30% | 0.52% | Q2 2016 | Q3 2023 | 5 |
TFO Wealth Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 5 |
Kiwi Wealth Investments Limited Partnership | 3 | 2 | 0.22% | 0.30% | 0.40% | Q2 2020 | Q4 2021 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2017 | 5 |
ATALANTA SOSNOFF CAPITAL, LLC | 5 | 5 | 0.96% | 1.28% | 1.57% | Q3 2017 | Q3 2018 | 5 |
United Asset Strategies, Inc. | 5 | 5 | 1.09% | 1.15% | 1.24% | Q1 2022 | Q1 2023 | 5 |
Sompo Asset Management Co., Ltd. | 5 | 5 | 0.06% | 0.07% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Geneva Partners, LLC | 2 | 1 | 0.25% | 0.75% | 0.99% | Q2 2016 | Q3 2018 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.33% | 0.40% | 0.54% | Q2 2013 | Q2 2021 | 5 |
FDO Partners, LLC | 2 | 1 | 0.11% | 0.55% | 1.10% | Q1 2016 | Q4 2017 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2020 | 5 |
Mascoma Wealth Management LLC | 5 | 5 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q4 2017 | 5 |
Wahed Invest LLC | 5 | 5 | 0.26% | 0.27% | 0.30% | Q3 2022 | Q3 2023 | 5 |
VALLEY WEALTH MANAGERS, INC. | 4 | 1 | 0.00% | 0.04% | 0.08% | Q1 2019 | Q4 2022 | 5 |
tru Independence LLC | 3 | 2 | 0.00% | 0.07% | 0.13% | Q4 2019 | Q1 2021 | 5 |
Moisand Fitzgerald Tamayo, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Meridian Financial Partners LLC | 3 | 1 | 0.43% | 0.48% | 0.55% | Q2 2021 | Q2 2023 | 5 |
Highlander Capital Management, LLC | 2 | 1 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q4 2020 | 5 |
North Star Investment Management Corp. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 5 |
Colonial Trust Advisors | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2019 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q2 2014 | 5 |
Osborn Williams & Donohoe LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q1 2020 | 5 |
Bridgefront Capital, LLC | 2 | 1 | 0.09% | 0.36% | 0.58% | Q4 2020 | Q2 2023 | 5 |
LMCG INVESTMENTS, LLC | 5 | 5 | 0.02% | 0.12% | 0.26% | Q1 2022 | Q1 2023 | 5 |
MIRABELLA FINANCIAL SERVICES LLP | 3 | 1 | 0.07% | 0.90% | 2.81% | Q1 2021 | Q3 2023 | 5 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 5 |
Apriem Advisors | 4 | 1 | 0.00% | 0.04% | 0.05% | Q4 2016 | Q3 2023 | 5 |
RobecoSam USA, Inc. | 5 | 5 | 0.55% | 1.59% | 2.55% | Q1 2015 | Q1 2016 | 5 |
Procyon Advisors, LLC | 3 | 2 | 0.00% | 0.03% | 0.11% | Q4 2019 | Q3 2023 | 5 |
COOKSON PEIRCE & CO INC | 5 | 5 | 0.09% | 0.10% | 0.10% | Q1 2017 | Q1 2018 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2016 | 5 |
Bancreek Capital Management, LP | 5 | 5 | 3.08% | 3.77% | 4.66% | Q4 2021 | Q4 2022 | 5 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 5 | 5 | 0.14% | 0.15% | 0.17% | Q3 2022 | Q3 2023 | 5 |
HRT FINANCIAL LP | 2 | 1 | 0.07% | 0.48% | 0.93% | Q2 2019 | Q3 2023 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q4 2018 | 5 |
CRAMER ROSENTHAL MCGLYNN LLC | 5 | 5 | 0.33% | 0.34% | 0.37% | Q4 2016 | Q4 2017 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 5 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.06% | 0.15% | 0.41% | Q3 2019 | Q3 2023 | 5 |
Estabrook Capital Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.09% | 0.11% | 0.13% | Q3 2022 | Q3 2023 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2014 | 5 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 4 | 1 | 0.02% | 0.71% | 3.10% | Q1 2022 | Q3 2023 | 5 |
CONNABLE OFFICE INC | 5 | 5 | 0.30% | 0.40% | 0.46% | Q4 2019 | Q4 2020 | 5 |
Morningstar Investment Services LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2014 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.06% | 0.06% | 0.07% | Q2 2013 | Q2 2014 | 5 |
Azimuth Capital Investment Management LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.05% | Q3 2015 | Q3 2016 | 5 |
COMERICA SECURITIES INC | 5 | 5 | 0.03% | 0.07% | 0.15% | Q4 2017 | Q4 2018 | 5 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2019 | 5 |
MOODY LYNN & LIEBERSON, LLC | 4 | 1 | 0.30% | 0.34% | 0.47% | Q2 2020 | Q3 2023 | 5 |
Industrial Alliance Investment Management Inc. | 5 | 5 | 0.14% | 0.17% | 0.19% | Q4 2021 | Q4 2022 | 5 |
Sepio Capital, LP | 5 | 5 | 0.04% | 0.06% | 0.11% | Q4 2019 | Q4 2020 | 5 |
AlphaOne Investment Services, LLC | 5 | 5 | 0.12% | 0.16% | 0.27% | Q2 2013 | Q2 2014 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Joel Isaacson & Co., LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Copper Rock Capital Partners, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Westwind Capital | 5 | 5 | 1.63% | 4.45% | 5.70% | Q4 2022 | Q4 2023 | 5 |
HL FINANCIAL SERVICES LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
Dakota Wealth Management | 4 | 1 | 0.02% | 0.04% | 0.10% | Q3 2019 | Q3 2023 | 5 |
Vantage Investment Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
SteelPeak Wealth, LLC | 5 | 5 | 0.09% | 0.11% | 0.13% | Q3 2022 | Q3 2023 | 5 |
FAYEZ SAROFIM & CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
MEITAV INVESTMENT HOUSE LTD | 3 | 2 | 0.03% | 0.09% | 0.20% | Q1 2018 | Q4 2020 | 5 |
JARISLOWSKY, FRASER Ltd | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
OCCUDO QUANTITATIVE STRATEGIES LP | 2 | 1 | 0.02% | 0.16% | 0.28% | Q1 2021 | Q3 2023 | 5 |
Edge Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Braun-Bostich & Associates Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
Carnegie Capital Asset Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2020 | 5 |
HARRELL INVESTMENT PARTNERS, LLC | 5 | 5 | 0.38% | 0.48% | 0.59% | Q2 2021 | Q2 2022 | 5 |
WestEnd Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Wedmont Private Capital | 4 | 1 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.09% | 0.10% | 0.11% | Q2 2015 | Q2 2016 | 5 |
HOWE & RUSLING INC | 3 | 2 | 0.00% | 0.04% | 0.06% | Q3 2014 | Q1 2018 | 5 |
Greenwich Wealth Management LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
T. Rowe Price Investment Management, Inc. | 5 | 5 | 1.03% | 1.14% | 1.27% | Q3 2022 | Q3 2023 | 5 |
L & S Advisors Inc | 3 | 2 | 0.06% | 0.16% | 0.28% | Q2 2019 | Q3 2021 | 5 |
TOWER BRIDGE ADVISORS | 5 | 5 | 0.02% | 0.13% | 0.24% | Q3 2022 | Q3 2023 | 5 |
CLEAR INVESTMENT RESEARCH, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
Center for Financial Planning, Inc. | 5 | 5 | 0.06% | 0.07% | 0.07% | Q2 2021 | Q2 2022 | 5 |
Strategic Global Advisors, LLC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q4 2018 | Q4 2019 | 5 |
MAGNOLIA CAPITAL ADVISORS LLC | 5 | 5 | 0.15% | 0.26% | 0.42% | Q2 2021 | Q2 2022 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.07% | 0.08% | 0.08% | Q3 2022 | Q3 2023 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q4 2022 | 5 |
Moran Wealth Management, LLC | 4 | 4 | 0.10% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Icon Wealth Partners, LLC | 3 | 1 | 0.00% | 0.05% | 0.08% | Q4 2017 | Q1 2019 | 4 |
River Street Advisors LLC | 4 | 4 | 0.30% | 0.31% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Thematics Asset Management | 4 | 4 | 0.71% | 0.81% | 0.92% | Q4 2022 | Q3 2023 | 4 |
Stratos Wealth Advisors, LLC | 4 | 4 | 0.11% | 0.15% | 0.18% | Q4 2018 | Q3 2019 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.72% | 0.78% | 0.89% | Q4 2022 | Q3 2023 | 4 |
PFG Private Wealth Management, LLC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q3 2022 | Q2 2023 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.06% | 0.18% | 0.34% | Q2 2013 | Q1 2014 | 4 |
Sustainable Insight Capital Management, LLC | 4 | 4 | 0.92% | 3.25% | 8.13% | Q1 2018 | Q4 2018 | 4 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 2 | 1 | 0.07% | 0.11% | 0.16% | Q2 2019 | Q4 2022 | 4 |
First National Advisers, LLC | 3 | 1 | 0.19% | 0.23% | 0.26% | Q3 2022 | Q3 2023 | 4 |
PALLADIEM, LLC | 4 | 4 | 0.04% | 0.05% | 0.08% | Q4 2014 | Q3 2015 | 4 |
Beaumont Financial Partners, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Beacon Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Meadow Creek Wealth Advisors LLC | 4 | 4 | 0.23% | 0.44% | 0.52% | Q4 2021 | Q3 2022 | 4 |
Eos Management, L.P. | 4 | 4 | 0.81% | 0.83% | 0.86% | Q4 2022 | Q3 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.04% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Azimuth Capital Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 4 |
Integer Wealth Advisors Group LLC | 4 | 4 | 0.22% | 0.23% | 0.24% | Q4 2019 | Q3 2020 | 4 |
Santa Fe Partners LLC | 3 | 1 | 0.12% | 0.20% | 0.26% | Q2 2013 | Q2 2014 | 4 |
CTC Capital Management, LLC | 4 | 4 | 0.46% | 1.28% | 2.51% | Q2 2022 | Q1 2023 | 4 |
Maven Securities LTD | 1 | 1 | 0.01% | 0.13% | 0.50% | Q3 2020 | Q3 2023 | 4 |
Stegner Investment Associates Inc. | 3 | 1 | 0.16% | 0.17% | 0.18% | Q4 2020 | Q4 2021 | 4 |
WealthStone, Inc. | 3 | 1 | 0.00% | 0.07% | 0.10% | Q2 2019 | Q1 2021 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Washington Trust Advisors, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
BROGAN FINANCIAL, INC. | 4 | 4 | 0.26% | 0.27% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Cryder Capital Partners LLP | 4 | 4 | 9.06% | 9.75% | 10.12% | Q4 2014 | Q3 2015 | 4 |
Crestmont Private Wealth LLC | 4 | 4 | 0.18% | 0.20% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Bank of New Hampshire | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Clearstead Trust, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q2 2023 | 4 |
US FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
Sound Income Strategies, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 4 |
Financial Insights, Inc. | 3 | 1 | 0.07% | 0.18% | 0.26% | Q3 2022 | Q3 2023 | 4 |
Capstone Financial Group, Inc. | 4 | 4 | 0.06% | 0.10% | 0.14% | Q4 2019 | Q3 2020 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 4 |
Coppell Advisory Solutions LLC | 4 | 4 | 0.07% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Standard Family Office LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2022 | 4 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 4 | 4 | 0.04% | 0.07% | 0.09% | Q3 2015 | Q2 2016 | 4 |
SAGE PRIVATE WEALTH GROUP, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q2 2022 | 4 |
Lido Advisors, LLC | 4 | 4 | 0.00% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Brookfield Asset Management | 2 | 1 | 0.01% | 0.03% | 0.07% | Q3 2020 | Q1 2023 | 4 |
Veery Capital, LLC | 2 | 1 | 0.12% | 0.12% | 0.14% | Q4 2020 | Q1 2022 | 4 |
Leucadia National | 4 | 4 | 0.01% | 0.06% | 0.13% | Q4 2022 | Q3 2023 | 4 |
WealthTrust-Arizona, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
McClarren Financial Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Man Investments Ltd | 4 | 4 | 0.05% | 0.11% | 0.19% | Q3 2013 | Q2 2014 | 4 |
EDGE ASSET MANAGEMENT, INC | 4 | 4 | 0.08% | 0.11% | 0.12% | Q2 2016 | Q1 2017 | 4 |
Regal Wealth Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
MASTRAPASQUA ASSET MANAGEMENT INC | 4 | 4 | 0.21% | 0.21% | 0.22% | Q4 2022 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q3 2021 | 4 |
Invictus RG | 2 | 2 | 0.16% | 0.30% | 0.55% | Q4 2015 | Q2 2017 | 4 |
FIRST QUADRANT LLC/CA | 4 | 4 | 0.05% | 0.12% | 0.25% | Q1 2015 | Q4 2015 | 4 |
IHT Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Unigestion Holding SA | 3 | 1 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 4 |
ATLAS CAPITAL ADVISORS LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 4 |
JAG CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.73% | 1.61% | 2.18% | Q3 2013 | Q4 2019 | 4 |
Resource Management, LLC | 3 | 1 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q4 2020 | 4 |
Headlands Technologies LLC | 4 | 4 | 0.12% | 0.36% | 0.79% | Q4 2022 | Q3 2023 | 4 |
Insight Wealth Strategies, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q1 2021 | 4 |
Truvestments Capital LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 4 |
BBT Capital Management, LLC | 3 | 1 | 0.02% | 0.13% | 0.20% | Q4 2013 | Q3 2015 | 4 |
First Command Financial Services, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Andesa Financial Management Inc. | 3 | 1 | 0.11% | 0.13% | 0.15% | Q2 2021 | Q2 2022 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
First Command Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
ALPHASIMPLEX GROUP, LLC | 2 | 2 | 0.23% | 1.14% | 2.03% | Q4 2020 | Q3 2022 | 4 |
Elkhorn Investments, LLC | 4 | 4 | 0.89% | 0.99% | 1.09% | Q1 2017 | Q4 2017 | 4 |
Neo Ivy Capital Management | 2 | 1 | 0.01% | 0.21% | 0.45% | Q2 2020 | Q2 2022 | 4 |
West Family Investments, Inc. | 4 | 4 | 0.08% | 0.12% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Waterloo Capital, L.P. | 3 | 1 | 0.33% | 0.37% | 0.45% | Q1 2020 | Q3 2023 | 4 |
Aureus Asset Management, LLC | 3 | 1 | 0.02% | 0.04% | 0.11% | Q3 2017 | Q4 2020 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2019 | 4 |
Alpine Global Management, LLC | 1 | 1 | 0.02% | 0.27% | 0.93% | Q4 2014 | Q2 2023 | 4 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q1 2023 | 4 |
MUFG Securities EMEA plc | 2 | 1 | 0.00% | 0.03% | 0.10% | Q4 2017 | Q1 2020 | 4 |
Carnick & Kubik, LLC | 2 | 1 | 0.02% | 0.45% | 1.07% | Q3 2013 | Q1 2016 | 4 |
CM WEALTH ADVISORS LLC | 4 | 4 | 0.04% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Summit Trail Advisors, LLC | 2 | 2 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 4 |
CYPRESS CAPITAL MANAGEMENT LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q3 2022 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.04% | 0.11% | 0.23% | Q2 2013 | Q1 2014 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Legacy Capital Wealth Partners, LLC | 2 | 1 | 0.08% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 4 |
GM Advisory Group, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q2 2021 | 4 |
Arabesque Asset Management Ltd | 3 | 1 | 0.11% | 0.90% | 1.72% | Q2 2019 | Q2 2020 | 4 |
Peachtree Investment Advisors, Inc. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2014 | Q2 2015 | 4 |
QCM Cayman, Ltd. | 1 | 1 | 0.53% | 1.64% | 4.08% | Q2 2018 | Q1 2022 | 4 |
Bedel Financial Consulting, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Advisors Preferred, LLC | 2 | 2 | 0.00% | 0.08% | 0.19% | Q1 2017 | Q3 2023 | 4 |
AHL Partners LLP | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q4 2017 | 4 |
HARBOR CAPITAL ADVISORS, INC. | 4 | 4 | 0.07% | 0.09% | 0.11% | Q1 2022 | Q4 2022 | 4 |
Column Capital Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2021 | 4 |
Princeton Global Asset Management LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2020 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 4 |
Buckingham Capital Management, Inc. | 4 | 4 | 0.04% | 0.04% | 0.05% | Q1 2019 | Q4 2019 | 4 |
GlobalBridge, Inc. | 4 | 4 | 0.25% | 0.39% | 0.45% | Q2 2013 | Q1 2014 | 4 |
Jackson Wealth Management, LLC | 4 | 4 | 0.26% | 0.32% | 0.37% | Q3 2020 | Q2 2021 | 4 |
CenterStar Asset Management, LLC | 1 | 1 | 0.01% | 0.08% | 0.28% | Q3 2019 | Q1 2020 | 4 |
SIT INVESTMENT ASSOCIATES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Consolidated Investment Group LLC | 4 | 4 | 0.67% | 0.72% | 0.85% | Q2 2018 | Q1 2019 | 4 |
Varma Mutual Pension Insurance Co | 3 | 1 | 0.05% | 0.09% | 0.11% | Q3 2021 | Q4 2022 | 4 |
Legacy Trust | 4 | 4 | 0.59% | 0.61% | 0.62% | Q4 2022 | Q3 2023 | 4 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.08% | 0.33% | 0.47% | Q3 2022 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 4 | 4 | 0.16% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 4 |
NICOLET ADVISORY SERVICES, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
SeaBridge Investment Advisors LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q1 2014 | 4 |
LINCOLN NATIONAL CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Graham Capital Management, L.P. | 2 | 1 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 4 |
F&C Asset Management plc | 4 | 4 | 0.29% | 0.52% | 0.64% | Q2 2013 | Q1 2014 | 4 |
Altshuler Shaham Ltd | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 4 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Polar Asset Management Partners Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 4 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q4 2021 | 4 |
Merit Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.02% | 0.14% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Spark Investment Management LLC | 4 | 4 | 0.06% | 0.12% | 0.18% | Q2 2014 | Q1 2015 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Applied Finance Capital Management, LLC | 4 | 4 | 1.34% | 2.17% | 3.14% | Q4 2022 | Q3 2023 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.09% | 0.27% | Q1 2023 | Q3 2023 | 3 |
180 WEALTH ADVISORS, LLC | 3 | 3 | 0.09% | 0.10% | 0.12% | Q4 2020 | Q2 2021 | 3 |
Divergent Wealth Advisors | 3 | 3 | 0.02% | 0.18% | 0.26% | Q1 2018 | Q3 2018 | 3 |
NewSquare Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2019 | 3 |
CenturyLink Investment Management Co | 3 | 3 | 0.01% | 0.23% | 0.41% | Q2 2013 | Q4 2013 | 3 |
Ceredex Value Advisors LLC | 3 | 3 | 0.82% | 0.90% | 1.00% | Q2 2022 | Q4 2022 | 3 |
Lee Financial Co | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 3 |
WELD CAPITAL MANAGEMENT LLC | 2 | 1 | 0.16% | 0.36% | 0.54% | Q1 2020 | Q2 2021 | 3 |
Fusion Family Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Brand Asset Management Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
OXFORD ASSET MANAGEMENT LLP | 2 | 1 | 0.10% | 0.16% | 0.24% | Q3 2018 | Q3 2019 | 3 |
HHM Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
MQS Management LLC | 2 | 1 | 0.20% | 0.37% | 0.49% | Q2 2022 | Q1 2023 | 3 |
Norway Savings Bank | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q1 2021 | 3 |
INTEGRAL DERIVATIVES, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q3 2014 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q4 2018 | 3 |
TimeScale Financial, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 3 |
MYCIO WEALTH PARTNERS, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q1 2016 | 3 |
Transform Wealth, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 3 |
Flossbach von Storch AG Zurich | 3 | 3 | 1.02% | 1.73% | 2.31% | Q4 2019 | Q2 2020 | 3 |
CHOREO, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
FOSTER DYKEMA CABOT & CO INC/MA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Quilter Plc | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2021 | 3 |
Realta Investment Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Calamos Wealth Management LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2021 | 3 |
Avion Wealth | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Phocas Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 3 |
Avalon Trust Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Great Lakes Retirement, Inc. | 2 | 1 | 0.06% | 0.17% | 0.30% | Q4 2019 | Q3 2023 | 3 |
Aquatic Capital Management LLC | 2 | 1 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 3 |
Aspen Grove Capital, LLC | 3 | 3 | 0.33% | 0.38% | 0.41% | Q4 2022 | Q2 2023 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Freestone Capital Holdings, LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q2 2013 | Q4 2013 | 3 |
Veracity Capital LLC | 3 | 3 | 0.41% | 0.50% | 0.60% | Q4 2019 | Q2 2020 | 3 |
JACKSON SQUARE CAPITAL, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Cerebellum GP, LLC | 2 | 1 | 0.30% | 0.30% | 0.30% | Q2 2018 | Q3 2020 | 3 |
Alambic Investment Management, L.P. | 1 | 1 | 0.04% | 0.18% | 0.46% | Q4 2015 | Q4 2016 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 3 |
Bellwether Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Krilogy Financial LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
qPULA Trading Management LP | 3 | 3 | 0.35% | 0.43% | 0.51% | Q3 2021 | Q1 2022 | 3 |
Sage Mountain Advisors LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q3 2022 | 3 |
GoalVest Advisory LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2023 | 3 |
Diversified Trust Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Jackson, Grant Investment Advisers, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 3 |
SkyView Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FORTE CAPITAL LLC /ADV | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Capitolis Advisors LLC | 3 | 3 | 0.01% | 0.04% | 0.05% | Q4 2020 | Q2 2021 | 3 |
Corundum Group, Inc. | 2 | 1 | 0.14% | 0.18% | 0.21% | Q3 2020 | Q2 2021 | 3 |
Hennion & Walsh Asset Management, Inc. | 2 | 1 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 3 |
Fortress Wealth Group, LLC | 3 | 3 | 0.16% | 0.18% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Regency Capital Management Inc.\DE | 3 | 3 | 0.01% | 0.61% | 1.17% | Q1 2021 | Q3 2021 | 3 |
CenterBook Partners LP | 3 | 3 | 0.11% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Accurate Wealth Management, LLC | 2 | 1 | 0.02% | 0.50% | 0.81% | Q1 2022 | Q4 2022 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 3 |
DB Fitzpatrick & Co, Inc | 3 | 3 | 0.72% | 0.74% | 0.77% | Q4 2021 | Q2 2022 | 3 |
McElhenny Sheffield Capital Management, LLC | 2 | 1 | 0.28% | 0.32% | 0.39% | Q3 2021 | Q2 2022 | 3 |
Revisor Wealth Management LLC | 3 | 3 | 0.28% | 0.29% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Greenland Capital Management LP | 3 | 3 | 0.22% | 1.07% | 1.57% | Q1 2023 | Q3 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Bowman & Co S.C. | 3 | 3 | 0.42% | 0.42% | 0.43% | Q4 2021 | Q2 2022 | 3 |
Peterson Wealth Services | 3 | 3 | 0.15% | 0.16% | 0.16% | Q4 2021 | Q2 2022 | 3 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
Martin Investment Management, LLC | 3 | 3 | 1.85% | 1.90% | 1.94% | Q1 2023 | Q3 2023 | 3 |
NTB Financial Corp | 3 | 3 | 0.40% | 0.43% | 0.46% | Q4 2021 | Q2 2022 | 3 |
Confluence Wealth Services, Inc. | 3 | 3 | 0.06% | 0.08% | 0.11% | Q4 2021 | Q2 2022 | 3 |
OPSEU Pension Plan Trust Fund | 2 | 1 | 0.10% | 0.17% | 0.30% | Q1 2020 | Q3 2022 | 3 |
Raleigh Capital Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
OAK HARBOR WEALTH PARTNERS, LLC | 3 | 3 | 0.13% | 0.15% | 0.18% | Q4 2021 | Q2 2022 | 3 |
Brown Shipley& Co Ltd | 3 | 3 | 0.21% | 0.22% | 0.25% | Q1 2023 | Q3 2023 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
SageView Advisory Group, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Comprehensive Financial Consultants Institutional, Inc. | 3 | 3 | 0.63% | 0.67% | 0.72% | Q4 2021 | Q2 2022 | 3 |
AXQ CAPITAL, LP | 3 | 3 | 0.15% | 0.28% | 0.43% | Q1 2023 | Q3 2023 | 3 |
GDS Wealth Management | 3 | 3 | 0.21% | 0.28% | 0.35% | Q4 2021 | Q2 2022 | 3 |
Perkins Coie Trust Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 3 |
Schechter Investment Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2021 | 3 |
Waverton Investment Management Ltd | 3 | 3 | 0.18% | 0.19% | 0.20% | Q3 2013 | Q1 2014 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.13% | 0.14% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.09% | 0.11% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Buck Wealth Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q3 2023 | 3 |
HighVista Strategies LLC | 3 | 3 | 0.26% | 0.33% | 0.42% | Q1 2023 | Q3 2023 | 3 |
DEERE & CO | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q3 2016 | 3 |
MATHER GROUP, LLC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
GENERAL ELECTRIC CO | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2015 | Q2 2016 | 3 |
Parametrica Management Ltd | 1 | 1 | 0.23% | 0.88% | 2.15% | Q1 2014 | Q1 2020 | 3 |
Ziegler Capital Management, LLC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q4 2021 | 3 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q2 2017 | 3 |
QUANTRES ASSET MANAGEMENT Ltd | 1 | 1 | 0.18% | 0.52% | 1.18% | Q4 2014 | Q3 2018 | 3 |
Arete Wealth Advisors, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q3 2020 | Q1 2021 | 3 |
Sullivan, Bruyette, Speros & Blaney, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
NuWave Investment Management, LLC | 1 | 1 | 0.15% | 0.18% | 0.24% | Q3 2020 | Q3 2022 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 3 |
Lenox Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 3 |
BERNZOTT CAPITAL ADVISORS | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q2 2018 | 3 |
Avalon Investment & Advisory | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
ASCEND CAPITAL, LLC | 1 | 1 | 0.10% | 1.39% | 2.82% | Q4 2016 | Q3 2018 | 3 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2022 | 3 |
Waldron Private Wealth LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
QUEST CAPITAL MANAGEMENT INC /ADV | 3 | 3 | 0.11% | 0.11% | 0.12% | Q2 2021 | Q4 2021 | 3 |
PDS Planning, Inc | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Shamrock Asset Management LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2019 | 3 |
NatWest Group plc | 3 | 3 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 3 |
KLINGENSTEIN FIELDS & CO LP | 3 | 3 | 0.74% | 0.79% | 0.86% | Q1 2023 | Q3 2023 | 3 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 3 |
V2 Capital, LLC | 3 | 3 | 2.25% | 2.62% | 2.85% | Q3 2014 | Q1 2015 | 3 |
Concourse Capital Management, LLC | 3 | 3 | 2.68% | 3.11% | 3.38% | Q2 2018 | Q4 2018 | 3 |
Empowered Funds, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
CHICAGO EQUITY PARTNERS LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2017 | 3 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 2 | 1 | 0.01% | 0.11% | 0.18% | Q2 2016 | Q3 2018 | 3 |
Princeton Alpha Management LP | 1 | 1 | 0.13% | 0.19% | 0.29% | Q1 2014 | Q1 2017 | 3 |
ENDEX CAPITAL MANAGEMENT LLC | 3 | 3 | 0.12% | 0.13% | 0.13% | Q2 2013 | Q4 2013 | 3 |
DAVENPORT & Co LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SENTINEL ASSET MANAGEMENT, INC. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q4 2013 | 3 |
RWA WEALTH PARTNERS, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 3 |
Stone Ridge Asset Management LLC | 2 | 1 | 0.01% | 0.37% | 0.62% | Q4 2014 | Q4 2019 | 3 |
CATAWBA CAPITAL MANAGEMENT /VA | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2016 | Q2 2017 | 3 |
BOWEN HANES & CO INC | 2 | 1 | 0.82% | 0.97% | 1.12% | Q1 2016 | Q4 2020 | 3 |
Quantamental Technologies LLC | 1 | 1 | 0.20% | 0.87% | 1.54% | Q3 2020 | Q2 2022 | 3 |
Pearl River Capital, LLC | 2 | 1 | 0.09% | 0.19% | 0.24% | Q2 2022 | Q3 2023 | 3 |
ROVIN CAPITAL /UT/ /ADV | 2 | 1 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 3 |
Fulcrum Capital LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
CAMDEN NATIONAL BANK | 3 | 3 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q1 2021 | 3 |
Capital Investment Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2023 | 3 |
ARK Investment Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Florence Capital Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
GLG INC. | 2 | 2 | 0.04% | 0.06% | 0.08% | Q3 2013 | Q4 2013 | 2 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 2 | 2 | 0.71% | 0.96% | 1.21% | Q2 2023 | Q3 2023 | 2 |
Burt Wealth Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
COURIER CAPITAL LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Indiana Trust & Investment Management CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q4 2013 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Gerstein Fisher | 2 | 2 | 0.16% | 0.17% | 0.17% | Q2 2013 | Q3 2013 | 2 |
Windsor Wealth Management, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
DoubleLine ETF Adviser LP | 2 | 2 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q1 2023 | 2 |
Kalos Management, Inc. | 2 | 2 | 0.19% | 0.26% | 0.32% | Q1 2022 | Q2 2022 | 2 |
JS Capital Management LLC | 1 | 1 | 0.02% | 0.08% | 0.13% | Q1 2021 | Q3 2023 | 2 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.12% | 0.22% | 0.32% | Q1 2014 | Q4 2015 | 2 |
BBVA USA | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2021 | 2 |
GAM SYSTEMATIC LLP | 1 | 1 | 0.01% | 0.07% | 0.13% | Q4 2015 | Q1 2017 | 2 |
XTX MARKETS LLC | 2 | 2 | 0.71% | 1.15% | 1.58% | Q2 2020 | Q3 2020 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
New Hampshire Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Oak Point Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Syntal Capital Partners, LLC | 1 | 1 | 0.20% | 0.21% | 0.23% | Q2 2015 | Q4 2015 | 2 |
GQ Asset Management, LLC | 2 | 2 | 0.09% | 0.12% | 0.15% | Q3 2019 | Q4 2019 | 2 |
Activest Wealth Management | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Guidant Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
OLD MISSION CAPITAL LLC | 2 | 2 | 0.19% | 0.31% | 0.44% | Q2 2020 | Q3 2020 | 2 |
Partnervest Advisory Services LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 2 |
Calamos Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 2 |
Redwood Investments, LLC | 2 | 2 | 0.49% | 0.52% | 0.55% | Q2 2023 | Q3 2023 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Cordatus Wealth Management LLC | 1 | 1 | 0.26% | 0.96% | 1.66% | Q2 2019 | Q3 2020 | 2 |
New England Research & Management, Inc. | 2 | 2 | 0.14% | 0.20% | 0.26% | Q3 2018 | Q4 2018 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.02% | 0.34% | 0.66% | Q2 2019 | Q3 2021 | 2 |
J. Goldman & Co LP | 2 | 2 | 0.01% | 0.13% | 0.24% | Q4 2022 | Q1 2023 | 2 |
Moloney Securities Asset Management, LLC | 2 | 2 | 0.18% | 0.18% | 0.19% | Q4 2021 | Q1 2022 | 2 |
Premier Fund Managers Ltd | 2 | 2 | 1.26% | 1.29% | 1.32% | Q2 2020 | Q3 2020 | 2 |
11 Capital Partners LP | 2 | 2 | 3.40% | 4.95% | 6.50% | Q4 2020 | Q1 2021 | 2 |
Carmichael Hill & Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Meridian Wealth Management, LLC | 2 | 2 | 0.10% | 0.18% | 0.27% | Q3 2019 | Q4 2019 | 2 |
Price Capital Management, Inc. | 1 | 1 | 0.21% | 0.33% | 0.44% | Q1 2015 | Q4 2017 | 2 |
HANSEATIC MANAGEMENT SERVICES INC | 2 | 2 | 0.70% | 0.71% | 0.71% | Q2 2019 | Q3 2019 | 2 |
Psagot Value Holdings Ltd. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
MANA Advisors LLC | 2 | 2 | 0.74% | 0.76% | 0.79% | Q1 2019 | Q2 2019 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.03% | 0.08% | 0.13% | Q2 2014 | Q3 2014 | 2 |
Airain ltd | 1 | 1 | 0.13% | 0.27% | 0.41% | Q1 2014 | Q3 2015 | 2 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Thor Advisors, LLC | 1 | 1 | 0.08% | 0.59% | 1.10% | Q3 2019 | Q1 2020 | 2 |
Price Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 2 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2018 | 2 |
Modera Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
SG3 Management, LLC | 2 | 2 | 0.25% | 0.33% | 0.42% | Q1 2021 | Q2 2021 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Nebula Research & Development LLC | 1 | 1 | 0.12% | 0.34% | 0.57% | Q1 2023 | Q3 2023 | 2 |
Executive Wealth Management, LLC | 2 | 2 | 0.38% | 0.39% | 0.40% | Q2 2023 | Q3 2023 | 2 |
BRYN MAWR CAPITAL MANAGEMENT INC | 1 | 1 | 0.41% | 0.43% | 0.46% | Q2 2013 | Q1 2014 | 2 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.99% | 1.28% | 1.57% | Q1 2023 | Q3 2023 | 2 |
Anson Funds Management LP | 2 | 2 | 0.36% | 0.37% | 0.38% | Q1 2020 | Q2 2020 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
1776 Wealth LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2020 | 2 |
PEAPACK GLADSTONE FINANCIAL CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Vollero Beach Capital Partners LLC | 2 | 2 | 0.78% | 0.90% | 1.02% | Q1 2016 | Q2 2016 | 2 |
Markel Corporation | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
CATALYST FINANCIAL PARTNERS LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Artemis Investment Management LLP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Sheaff Brock Investment Advisors, LLC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q4 2015 | Q1 2016 | 2 |
Wellington Shields Capital Management, LLC | 2 | 2 | 0.02% | 0.07% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Marquette Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SPOT TRADING L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2017 | 2 |
Pensionfund DSM Netherlands | 2 | 2 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q4 2021 | 2 |
FIRST FOUNDATION ADVISORS | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Pine Valley Investments Ltd Liability Co | 2 | 2 | 0.15% | 0.15% | 0.16% | Q2 2023 | Q3 2023 | 2 |
INCEPTIONR LLC | 2 | 2 | 0.56% | 0.66% | 0.76% | Q4 2022 | Q1 2023 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Rathbones Group PLC | 1 | 1 | 0.00% | 0.08% | 0.16% | Q4 2020 | Q3 2023 | 2 |
BNC WEALTH MANAGEMENT, LLC | 2 | 2 | 0.44% | 0.44% | 0.45% | Q3 2020 | Q4 2020 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.10% | 0.31% | 0.52% | Q3 2022 | Q1 2023 | 2 |
Century Capital Management, LLC | 2 | 2 | 0.30% | 0.34% | 0.37% | Q2 2013 | Q3 2013 | 2 |
FORTALEZA ASSET MANAGEMENT INC/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2014 | Q1 2015 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2021 | 2 |
Karp Capital Management Corp | 1 | 1 | 0.02% | 0.05% | 0.08% | Q1 2017 | Q4 2018 | 2 |
Pine River Capital Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2015 | 2 |
RDA Financial Network | 2 | 2 | 0.11% | 0.14% | 0.16% | Q2 2023 | Q3 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Assured Investment Management LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q2 2018 | 2 |
CADINHA & CO LLC | 2 | 2 | 0.07% | 0.57% | 1.07% | Q3 2020 | Q4 2020 | 2 |
Convergence Investment Partners, LLC | 1 | 1 | 0.01% | 0.09% | 0.17% | Q1 2018 | Q4 2018 | 2 |
ORG Partners LLC | 2 | 2 | 0.19% | 0.26% | 0.32% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cheyne Capital Management (UK) LLP | 1 | 1 | 0.17% | 0.38% | 0.59% | Q2 2014 | Q1 2015 | 2 |
INVENIO WEALTH PARTNERS LLC | 2 | 2 | 0.19% | 0.23% | 0.27% | Q2 2023 | Q3 2023 | 2 |
Ten Capital Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Jaffetilchin Investment Partners, LLC | 2 | 2 | 0.14% | 0.14% | 0.15% | Q2 2014 | Q3 2014 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Savior LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 2 |
ENGINE NO. 1 LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q4 2021 | 2 |
Accel Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2019 | 2 |
CLOUGH CAPITAL PARTNERS L P | 1 | 1 | 0.80% | 1.18% | 1.55% | Q4 2014 | Q3 2015 | 2 |
Halpern Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 2 |
Acrospire Investment Management LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q4 2016 | Q2 2017 | 2 |
ALGERT GLOBAL LLC | 1 | 1 | 0.15% | 0.16% | 0.16% | Q2 2020 | Q4 2020 | 2 |
CARILLON TOWER ADVISERS, INC. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q1 2018 | 2 |
Aaron Wealth Advisors LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2022 | Q3 2022 | 2 |
GRIES FINANCIAL LLC | 2 | 2 | 0.60% | 0.63% | 0.67% | Q4 2022 | Q1 2023 | 2 |
READYSTATE ASSET MANAGEMENT LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 2 |
WRAPMANAGER INC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q1 2023 | 2 |
Ostrum Asset Management U.S., LLC | 2 | 2 | 4.01% | 4.98% | 5.96% | Q4 2018 | Q1 2019 | 2 |
Versor Investments LP | 2 | 2 | 0.01% | 0.05% | 0.10% | Q1 2022 | Q2 2022 | 2 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q1 2023 | 2 |
Armbruster Capital Management, Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q1 2016 | 2 |
ANALYTIC INVESTORS, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2016 | Q2 2016 | 2 |
Golden State Equity Partners | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 2 |
Well Done, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 2 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q2 2023 | 2 |
Truadvice, LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q1 2023 | Q2 2023 | 2 |
Highmount Capital, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q2 2015 | 2 |
V-Square Quantitative Management LLC | 1 | 1 | 0.09% | 0.18% | 0.26% | Q1 2023 | Q3 2023 | 2 |
OXFORD FINANCIAL GROUP, LTD. LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Morningstar Investment Management LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.13% | 0.15% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Weiss Asset Management LP | 1 | 1 | 0.05% | 0.17% | 0.29% | Q1 2020 | Q2 2022 | 2 |
ROYCE & ASSOCIATES LP | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Hutchin Hill Capital, LP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q3 2017 | 2 |
GARDNER LEWIS ASSET MANAGEMENT L P | 2 | 2 | 0.18% | 0.30% | 0.42% | Q4 2018 | Q1 2019 | 2 |
Alyeska Investment Group, L.P. | 2 | 2 | 0.60% | 0.81% | 1.01% | Q1 2020 | Q2 2020 | 2 |
Fiduciary Group LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.05% | 0.09% | Q4 2020 | Q3 2022 | 2 |
Asio Capital, LLC | 1 | 1 | 0.10% | 0.11% | 0.12% | Q4 2019 | Q2 2020 | 2 |
Heritage Trust Co | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q3 2016 | 2 |
Concentric Capital Strategies, LP | 1 | 1 | 0.09% | 0.64% | 1.19% | Q1 2023 | Q3 2023 | 2 |
Pacifica Partners Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
IBERIABANK CORP | 2 | 2 | 0.03% | 0.20% | 0.37% | Q1 2020 | Q2 2020 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.06% | 0.12% | Q4 2022 | Q3 2023 | 2 |
HWG Holdings LP | 2 | 2 | 0.02% | 0.07% | 0.13% | Q3 2019 | Q4 2019 | 2 |
LMR Master Fund Ltd | 2 | 2 | 0.05% | 0.09% | 0.14% | Q2 2013 | Q3 2013 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Lombard Odier Asset Management (USA) Corp | 2 | 2 | 0.14% | 0.33% | 0.52% | Q4 2019 | Q1 2020 | 2 |
Ulland Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q4 2022 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Financial Enhancement Group LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q3 2018 | Q4 2018 | 2 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2021 | 2 |
Veritas Investment Management LLP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2018 | 2 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 2 | 0.05% | 0.30% | 0.55% | Q2 2019 | Q3 2019 | 2 |
Running Oak Capital LLC | 2 | 2 | 0.20% | 0.93% | 1.66% | Q1 2021 | Q2 2021 | 2 |
Folger Hill Asset Management LP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q1 2017 | 2 |
WADDELL & REED FINANCIAL INC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q3 2013 | 2 |
MENTA CAPITAL LLC | 2 | 2 | 0.14% | 0.26% | 0.38% | Q4 2016 | Q1 2017 | 2 |
Integrated Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Verdence Capital Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 2 |
Colonial Trust Co / SC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Rikoon Group, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q1 2021 | 2 |
Hoxton Financial, Inc. | 1 | 1 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q4 2013 | 2 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
One Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.19% | 0.19% | 0.19% | Q2 2013 | Q3 2013 | 2 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Ratan Capital Management LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2020 | Q2 2020 | 1 |
STEADFAST CAPITAL MANAGEMENT LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Delphi Private Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Cranbrook Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Hillsdale Investment Management Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
PLANNING DIRECTIONS INC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q1 2020 | Q1 2020 | 1 |
KBI Global Investors Ltd | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2016 | Q2 2016 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2023 | Q1 2023 | 1 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
AdvisorShares Investments LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2020 | Q4 2020 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
DENALI ADVISORS LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q2 2017 | Q2 2017 | 1 |
Haverford Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BANYAN CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Dorsey Wright & Associates | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2020 | Q4 2020 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Chiron Investment Management, LLC | 1 | 1 | 3.13% | 3.13% | 3.13% | Q3 2023 | Q3 2023 | 1 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2017 | Q1 2017 | 1 |
WealthOne, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
GALAXY CAPITAL TRADING LTD | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2013 | Q4 2013 | 1 |
Jade Capital Advisors, LLC | 1 | 1 | 1.46% | 1.46% | 1.46% | Q4 2019 | Q4 2019 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
AIA Investment Management Private Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2018 | Q1 2018 | 1 |
ClariVest Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
EA Series Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Independence Bank of Kentucky | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Alerus Investment Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
BAR HARBOR TRUST SERVICES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2019 | Q2 2019 | 1 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
AGRAN LIBBIE | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
CSS LLC/IL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Next Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Barnett & Company, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Kemnay Advisory Services Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
CHURCHILL MANAGEMENT Corp | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Hudock, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Scoria Capital Partners LP | 1 | 1 | 4.10% | 4.10% | 4.10% | Q1 2016 | Q1 2016 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2017 | Q2 2017 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
MIZUHO MARKETS AMERICAS LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Cypress Point Wealth Management, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2020 | Q4 2020 | 1 |
ClearBridge Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
COOLIDGE FRANCIS L | 1 | 1 | 1.05% | 1.05% | 1.05% | Q2 2013 | Q2 2013 | 1 |
Advisor Resource Council | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q1 2023 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
NBT BANK N A /NY | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Soros Fund Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Hexagon Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 1.12% | 1.12% | 1.12% | Q3 2021 | Q3 2021 | 1 |
WOLFF WIESE MAGANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
FUKOKU MUTUAL LIFE INSURANCE Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
LifePro Asset Management | 1 | 1 | 0.88% | 0.88% | 0.88% | Q4 2020 | Q4 2020 | 1 |
TIVERTON ASSET MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Signition LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2018 | Q1 2018 | 1 |
Alpha DNA Investment Management LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2022 | Q4 2022 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
York Capital Management Global Advisors, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2014 | Q4 2014 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Elequin Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Verus Financial Partners, Inc. | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2020 | Q3 2020 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
GROUP ONE TRADING, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Index Fund Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MainStreet Investment Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
3D/L Capital Management, LLC | 1 | 1 | 1.40% | 1.40% | 1.40% | Q4 2020 | Q4 2020 | 1 |
Cartenna Capital, LP | 1 | 1 | 4.36% | 4.36% | 4.36% | Q4 2021 | Q4 2021 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
IronBridge Private Wealth, LLC | 1 | 1 | 2.52% | 2.52% | 2.52% | Q2 2021 | Q2 2021 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
YHB Investment Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Systematic Alpha Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
TradeLink Capital LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2015 | Q3 2015 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Rock Creek Group, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Highstreet Asset Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Benson Investment Management Company, Inc. | 1 | 1 | 2.22% | 2.22% | 2.22% | Q2 2020 | Q2 2020 | 1 |
UNIVERSITY OF NOTRE DAME DU LAC | 1 | 1 | 2.68% | 2.68% | 2.68% | Q2 2020 | Q2 2020 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2016 | Q4 2016 | 1 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Archer Investment Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Level Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PAX Financial Group, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
CARLSON CAPITAL L P | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2018 | Q1 2018 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Vontobel Swiss Wealth Advisors AG | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Impax Asset Management (AIFM) Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
BALLAST ADVISORS LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 1.64% | 1.64% | 1.64% | Q3 2023 | Q3 2023 | 1 |
Lebenthal Holdings,LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q1 2016 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Five Oceans Asset Management LTD | 1 | 1 | 0.95% | 0.95% | 0.95% | Q2 2014 | Q2 2014 | 1 |
Whitnell & Co. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Fifth Third Wealth Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2023 | Q4 2023 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Delphia (USA) Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q1 2022 | 1 |
Adams Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
SRB CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Moser Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Wellington Shields & Co., LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Alapocas Investment Partners, Inc. | 1 | 1 | 4.15% | 4.15% | 4.15% | Q4 2021 | Q4 2021 | 1 |
Operose Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
CORNERCAP INVESTMENT COUNSEL INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
SSI INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
Corton Capital Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
Eukles Asset Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
PURSUE WEALTH PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
Minot Wealth Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
55I, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Tyler-Stone Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
RQSI Ltd | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2014 | Q4 2014 | 1 |
ADIRONDACK TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Efficient Market Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NVWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CFM WEALTH PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Paragon Private Wealth Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
FSC Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EHP Funds Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
Hall Kathryn A. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2015 | Q1 2015 | 1 |
DecisionPoint Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Advanced Portfolio Management, LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q2 2023 | Q2 2023 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
General Partner, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Ninepoint Partners LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2019 | Q4 2019 | 1 |
Western Financial Corp/CA | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2023 | Q3 2023 | 1 |
Appian Way Asset Management LP | 1 | 1 | 2.59% | 2.59% | 2.59% | Q3 2020 | Q3 2020 | 1 |
TVR Capital Management LP | 1 | 1 | 1.32% | 1.32% | 1.32% | Q2 2017 | Q2 2017 | 1 |
TWIN CAPITAL MANAGEMENT INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
SYSTM Wealth Solutions LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2022 | Q4 2022 | 1 |
Compound Global Advisors, LLC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q4 2022 | Q4 2022 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Banco de Sabadell, S.A | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
MRP Capital Investments, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Core Wealth Partners LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
Quarry LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Prossimo Advisors, LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q2 2023 | Q2 2023 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Compass Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
O'Shares Investment Advisers, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
Stonehage Fleming (UK) Ltd | 1 | 1 | 0.87% | 0.87% | 0.87% | Q3 2014 | Q3 2014 | 1 |
Vinva Investment Management Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
iA Global Asset Management Inc. | 1 | 1 | 1.35% | 1.35% | 1.35% | Q3 2023 | Q3 2023 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Sand Hill Global Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
OFI INVEST ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
3Chopt Investment Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2021 | Q4 2021 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.63% | 0.63% | 0.63% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Financiere des Professionnels - Fonds d,investissement inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Sound Stewardship, LLC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
United Community Bank | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
DODGE & COX | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
DC Investments Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2018 | Q1 2018 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
ROWLANDMILLER & PARTNERS.ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q4 2023 | 1 |
Sierra Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cinctive Capital Management LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
BRC Investment Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2015 | Q4 2015 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ironwood Investment Counsel, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Stux Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2014 | Q2 2014 | 1 |
Campbell Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
TBH Global Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
LANSDOWNE PARTNERS (UK) LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2015 | Q4 2015 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Arden Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
One Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2018 | Q3 2018 | 1 |
First Financial Bank - Trust Division | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2023 | Q4 2023 | 1 |
FCF Advisors LLC | 1 | 1 | 1.13% | 1.13% | 1.13% | Q3 2015 | Q3 2015 | 1 |
Leap Investments LP | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2019 | Q4 2019 | 1 |
EverPoint Asset Management, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2016 | Q2 2016 | 1 |
First National Bank of Hutchinson | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
America First Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
PACIFIC SUN FINANCIAL CORP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2017 | Q4 2017 | 1 |
Trellus Management Company, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2016 | Q2 2016 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 3.80% | 3.80% | 3.80% | Q4 2017 | Q4 2017 | 1 |
Centenus Global Management, LP | 1 | 1 | 0.82% | 0.82% | 0.82% | Q1 2020 | Q1 2020 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
ALTFEST L J & CO INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
Archon Partners LLC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q4 2020 | Q4 2020 | 1 |
Bremer Bank National Association | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Millburn Ridgefield Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2018 | Q2 2018 | 1 |
OVERSEA-CHINESE BANKING Corp Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2018 | Q4 2018 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
NEWLAND CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q1 2014 | Q1 2014 | 1 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
BAILARD, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
CAMDEN NATIONAL CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Lorem Ipsum Management, LLC | 1 | 1 | 2.35% | 2.35% | 2.35% | Q1 2016 | Q1 2016 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2019 | Q3 2019 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
External links
This page lists all the filers that currently own ROPER TECHNOLOGIES INC or have owned ROPER TECHNOLOGIES INC in the past.