Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.86% | 3.27% | Q2 2013 | Q3 2023 | 119 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 111 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 1.56% | 6.20% | Q2 2013 | Q3 2023 | 108 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 104 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 103 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.02% | 0.15% | Q1 2012 | Q3 2023 | 102 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.02% | 0.20% | Q2 2013 | Q3 2023 | 99 |
Citadel Advisors | 31 | 3 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 96 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q3 2023 | 92 |
CIBC WORLD MARKET INC. | 42 | 42 | 0.00% | 5.16% | 16.90% | Q2 2013 | Q3 2023 | 84 |
TORONTO DOMINION BANK | 43 | 43 | 0.17% | 3.67% | 15.74% | Q1 2013 | Q3 2023 | 83 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 81 |
Parallax Volatility Advisers, L.P. | 11 | 2 | 0.00% | 0.00% | 0.05% | Q2 2013 | Q1 2023 | 75 |
Cutler Group LLC / CA | 20 | 11 | 0.00% | 0.01% | 0.07% | Q4 2015 | Q3 2023 | 73 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.08% | 0.25% | Q1 2012 | Q3 2023 | 71 |
JANE STREET GROUP, LLC | 39 | 39 | 0.00% | 0.01% | 0.16% | Q1 2014 | Q3 2023 | 69 |
UBS Group AG | 36 | 36 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 58 |
Twin Tree Management, LP | 21 | 3 | 0.00% | 0.05% | 0.23% | Q4 2012 | Q3 2023 | 57 |
TWO SIGMA INVESTMENTS, LP | 12 | 1 | 0.00% | 0.10% | 0.45% | Q4 2013 | Q3 2023 | 57 |
HUNTINGTON NATIONAL BANK | 28 | 1 | 0.00% | 0.00% | 0.04% | Q1 2009 | Q3 2023 | 55 |
MILLENNIUM MANAGEMENT LLC | 12 | 2 | 0.00% | 0.03% | 0.11% | Q3 2013 | Q3 2023 | 53 |
Baskin Financial Services Inc. | 52 | 52 | 0.23% | 1.42% | 5.31% | Q4 2010 | Q3 2023 | 52 |
SCOTIA CAPITAL INC. | 42 | 42 | 0.02% | 5.09% | 7.68% | Q2 2013 | Q3 2023 | 51 |
BANK OF NOVA SCOTIA | 43 | 43 | 0.00% | 7.02% | 17.92% | Q1 2013 | Q3 2023 | 49 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.01% | 0.87% | 2.22% | Q2 2013 | Q3 2023 | 49 |
CAPITAL FUND MANAGEMENT S.A. | 23 | 1 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q4 2019 | 49 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.18% | 0.32% | 0.55% | Q4 2011 | Q3 2023 | 48 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 45 |
PEAK6 Group LLC | 15 | 5 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q2 2018 | 44 |
Cumberland Partners Ltd | 44 | 44 | 0.31% | 2.66% | 4.87% | Q4 2012 | Q3 2023 | 44 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.07% | 0.18% | Q3 2013 | Q3 2023 | 44 |
Creative Planning | 42 | 42 | 0.00% | 0.05% | 0.18% | Q2 2013 | Q3 2023 | 44 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 43 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.01% | 0.47% | 1.25% | Q1 2013 | Q3 2023 | 43 |
Cetera Advisor Networks LLC | 43 | 43 | 0.01% | 0.04% | 0.10% | Q1 2013 | Q3 2023 | 43 |
Heathbridge Capital Management Ltd. | 42 | 42 | 0.00% | 2.27% | 5.22% | Q2 2013 | Q3 2023 | 42 |
LAZARD ASSET MANAGEMENT LLC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
INTACT INVESTMENT MANAGEMENT INC. | 42 | 42 | 1.06% | 3.15% | 5.71% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
DAVIS-REA LTD. | 42 | 42 | 2.00% | 3.63% | 6.30% | Q2 2013 | Q3 2023 | 42 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 42 | 42 | 0.08% | 0.11% | 0.20% | Q2 2013 | Q3 2023 | 42 |
PATTEN & PATTEN INC/TN | 42 | 42 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
BANK OF NOVA SCOTIA TRUST CO | 42 | 42 | 7.07% | 11.02% | 13.67% | Q2 2013 | Q3 2023 | 42 |
FORBES J M & CO LLP | 42 | 42 | 0.06% | 0.09% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Addenda Capital Inc. | 42 | 42 | 3.67% | 5.85% | 8.57% | Q2 2013 | Q3 2023 | 42 |
Palisade Asset Management, LLC | 42 | 42 | 0.07% | 1.18% | 1.87% | Q2 2013 | Q3 2023 | 42 |
Alberta Investment Management Corp | 42 | 42 | 1.58% | 2.78% | 4.44% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.67% | 1.58% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.18% | 0.30% | 0.56% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.11% | 0.25% | 0.40% | Q2 2013 | Q3 2023 | 42 |
LOGAN CAPITAL MANAGEMENT INC | 42 | 42 | 0.02% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Cardinal Capital Management | 42 | 42 | 0.59% | 0.78% | 0.96% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.02% | 0.34% | 0.77% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.18% | 0.31% | 0.58% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.22% | 0.37% | 0.54% | Q2 2013 | Q3 2023 | 42 |
SHELL ASSET MANAGEMENT CO | 42 | 42 | 0.01% | 0.48% | 1.04% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.12% | 0.24% | 0.35% | Q2 2013 | Q3 2023 | 42 |
Fiera Capital Corp | 42 | 42 | 1.02% | 2.45% | 6.46% | Q2 2013 | Q3 2023 | 42 |
K.J. Harrison & Partners Inc | 42 | 42 | 0.12% | 1.58% | 3.27% | Q2 2013 | Q3 2023 | 42 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
PCJ Investment Counsel Ltd. | 42 | 42 | 4.32% | 7.95% | 10.32% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.19% | 0.34% | 0.52% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Kingfisher Capital LLC | 42 | 42 | 0.16% | 0.31% | 0.55% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
GUARDIAN CAPITAL LP | 42 | 42 | 3.75% | 6.05% | 7.88% | Q2 2013 | Q3 2023 | 42 |
LINCLUDEN MANAGEMENT LTD | 42 | 42 | 0.10% | 7.69% | 10.51% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.30% | 0.37% | 0.46% | Q2 2012 | Q4 2022 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.00% | 0.06% | 0.37% | Q2 2013 | Q3 2023 | 42 |
GUARDIAN CAPITAL ADVISORS LP | 42 | 42 | 4.49% | 5.61% | 6.94% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Nexus Investment Management ULC | 42 | 42 | 4.68% | 5.37% | 5.97% | Q2 2013 | Q3 2023 | 42 |
Janney Montgomery Scott LLC | 42 | 42 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
FIRST FINANCIAL CORP /IN/ | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
MONTRUSCO BOLTON INVESTMENTS INC. | 42 | 42 | 1.36% | 6.28% | 11.92% | Q2 2013 | Q3 2023 | 42 |
Rathbones Group PLC | 42 | 42 | 0.14% | 0.74% | 2.40% | Q2 2013 | Q3 2023 | 42 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
CANADA LIFE ASSURANCE Co | 42 | 42 | 0.20% | 2.09% | 5.58% | Q2 2013 | Q3 2023 | 42 |
FIL Ltd | 42 | 42 | 0.04% | 1.44% | 3.36% | Q2 2013 | Q3 2023 | 42 |
JCIC Asset Management Inc. | 42 | 42 | 3.63% | 4.52% | 6.05% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Scheer, Rowlett & Associates Investment Management Ltd. | 42 | 42 | 5.79% | 9.20% | 12.09% | Q2 2013 | Q3 2023 | 42 |
DAVENPORT & Co LLC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Beutel, Goodman & Co Ltd. | 42 | 42 | 5.10% | 8.94% | 12.31% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN STREET ADVISORS INC /NC | 42 | 42 | 0.10% | 0.41% | 1.48% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 2.61% | 4.17% | 5.60% | Q2 2013 | Q3 2023 | 42 |
LETKO, BROSSEAU & ASSOCIATES INC | 42 | 42 | 2.01% | 3.22% | 4.24% | Q2 2013 | Q3 2023 | 42 |
THOMPSON SIEGEL & WALMSLEY LLC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Triangle Securities Wealth Management | 42 | 42 | 0.12% | 0.35% | 0.73% | Q2 2013 | Q3 2023 | 42 |
Bragg Financial Advisors, Inc | 42 | 42 | 0.26% | 0.51% | 0.69% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.09% | 0.17% | 0.24% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 4.51% | 6.47% | 7.99% | Q2 2013 | Q3 2023 | 42 |
Marble Harbor Investment Counsel, LLC | 42 | 42 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.01% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 42 |
AMG National Trust Bank | 42 | 42 | 0.04% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
1832 Asset Management L.P. | 42 | 42 | 1.68% | 3.15% | 4.46% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Burgundy Asset Management Ltd. | 42 | 42 | 0.61% | 1.55% | 2.82% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.03% | 0.17% | 0.32% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.01% | 0.25% | 0.67% | Q2 2013 | Q3 2023 | 42 |
Hillsdale Investment Management Inc. | 42 | 42 | 1.24% | 2.55% | 4.93% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 41 | 41 | 0.01% | 0.05% | 0.09% | Q3 2013 | Q3 2023 | 41 |
DekaBank Deutsche Girozentrale | 41 | 41 | 0.03% | 0.16% | 0.35% | Q3 2013 | Q3 2023 | 41 |
Raymond James Financial Services Advisors, Inc. | 33 | 8 | 0.02% | 0.07% | 0.17% | Q2 2013 | Q3 2023 | 41 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 35 | 6 | 0.25% | 0.71% | 1.37% | Q2 2013 | Q3 2023 | 41 |
JARISLOWSKY, FRASER Ltd | 29 | 12 | 0.99% | 4.93% | 7.75% | Q2 2013 | Q3 2023 | 41 |
RAYMOND JAMES TRUST N.A. | 41 | 41 | 0.02% | 0.03% | 0.06% | Q3 2013 | Q3 2023 | 41 |
Bartlett & Co. LLC | 26 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2023 | 41 |
SHEETS SMITH WEALTH MANAGEMENT | 41 | 41 | 0.13% | 0.21% | 0.28% | Q3 2013 | Q3 2023 | 41 |
MACKENZIE FINANCIAL CORP | 30 | 11 | 1.82% | 3.17% | 4.65% | Q2 2013 | Q3 2023 | 41 |
FAIRFIELD, BUSH & CO. | 41 | 41 | 0.76% | 1.73% | 2.70% | Q3 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 41 |
ACADIAN ASSET MANAGEMENT LLC | 41 | 41 | 0.03% | 1.22% | 3.19% | Q3 2013 | Q3 2023 | 41 |
ENVESTNET ASSET MANAGEMENT INC | 33 | 8 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Aull & Monroe Investment Management Corp | 41 | 41 | 0.50% | 0.63% | 0.81% | Q3 2013 | Q3 2023 | 41 |
GLENMEDE TRUST CO NA | 37 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Boston Trust Walden Corp | 41 | 41 | 0.02% | 0.05% | 0.08% | Q3 2013 | Q3 2023 | 41 |
Renaissance Technologies | 33 | 8 | 0.00% | 0.09% | 0.20% | Q2 2013 | Q3 2023 | 41 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 39 | 2 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 41 |
First Horizon Advisors, Inc. | 22 | 18 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 40 |
Capital Investment Counsel, Inc | 24 | 16 | 0.08% | 0.16% | 0.30% | Q2 2013 | Q3 2023 | 40 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 40 | 40 | 0.15% | 0.24% | 0.40% | Q2 2013 | Q1 2023 | 40 |
Compagnie Lombard Odier SCmA | 40 | 40 | 0.01% | 0.05% | 0.11% | Q4 2013 | Q3 2023 | 40 |
CITY HOLDING CO | 40 | 40 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 40 |
J.P. Morgan Private Wealth Advisors LLC | 35 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 40 |
CREDIT SUISSE AG/ | 40 | 40 | 0.08% | 0.16% | 0.23% | Q4 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.02% | 0.26% | 0.68% | Q4 2013 | Q3 2023 | 40 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 39 | 39 | 0.30% | 0.94% | 2.17% | Q2 2013 | Q4 2022 | 39 |
NATIXIS | 28 | 3 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q2 2023 | 39 |
Cardinal Capital Management, Inc. | 39 | 39 | 0.04% | 5.88% | 7.40% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
Connor, Clark & Lunn Investment Management Ltd. | 39 | 39 | 3.83% | 6.43% | 8.48% | Q1 2014 | Q3 2023 | 39 |
COMERICA BANK | 39 | 39 | 0.02% | 0.05% | 0.06% | Q2 2013 | Q4 2022 | 39 |
TWO SIGMA SECURITIES, LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 39 |
Shoker Investment Counsel, Inc. | 26 | 13 | 0.11% | 0.28% | 0.45% | Q4 2013 | Q3 2023 | 39 |
BROWN ADVISORY INC | 32 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
Welch Group, LLC | 27 | 12 | 0.02% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 39 |
BLUESTEIN R H & CO LLC | 38 | 38 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2022 | 38 |
Checchi Capital Advisers, LLC | 38 | 38 | 0.03% | 0.06% | 0.12% | Q2 2014 | Q3 2023 | 38 |
KLINGENSTEIN FIELDS & CO LP | 27 | 11 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2022 | 38 |
GUGGENHEIM CAPITAL LLC | 28 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 38 |
Tower Research Capital LLC (TRC) | 22 | 2 | 0.00% | 0.06% | 0.64% | Q2 2013 | Q3 2023 | 38 |
BOWEN HANES & CO INC | 38 | 38 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2022 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2022 | 38 |
VANGUARD GROUP INC | 35 | 3 | 0.00% | 0.10% | 0.14% | Q2 2013 | Q3 2023 | 38 |
BLAIR WILLIAM & CO/IL | 38 | 38 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 38 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 38 | 38 | 0.00% | 0.05% | 0.16% | Q2 2014 | Q3 2023 | 38 |
AGF INVESTMENTS INC. | 38 | 38 | 0.70% | 1.53% | 2.15% | Q2 2013 | Q3 2022 | 38 |
Oakworth Capital, Inc. | 38 | 38 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2023 | 38 |
BESSEMER GROUP INC | 26 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 38 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.03% | 0.21% | Q2 2013 | Q1 2017 | 38 |
VOYA INVESTMENT MANAGEMENT LLC | 27 | 11 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 38 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q3 2023 | 37 |
Korea Investment CORP | 35 | 1 | 0.11% | 0.32% | 0.45% | Q2 2013 | Q3 2023 | 37 |
SALEM INVESTMENT COUNSELORS INC | 29 | 1 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 37 |
Ativo Capital Management LLC | 31 | 6 | 0.41% | 0.78% | 1.95% | Q3 2013 | Q3 2023 | 37 |
DELTA ASSET MANAGEMENT LLC/TN | 33 | 4 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 37 |
Nippon Life Global Investors Americas, Inc. | 37 | 37 | 0.03% | 0.32% | 0.50% | Q2 2013 | Q2 2022 | 37 |
Glassman Wealth Services | 36 | 36 | 0.10% | 0.96% | 1.81% | Q4 2014 | Q3 2023 | 36 |
First Personal Financial Services | 36 | 36 | 0.09% | 0.45% | 1.80% | Q4 2014 | Q3 2023 | 36 |
GODSEY & GIBB, INC | 31 | 1 | 2.00% | 2.48% | 8.40% | Q3 2013 | Q3 2023 | 36 |
NOMURA HOLDINGS INC | 11 | 1 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q3 2023 | 36 |
Candriam S.C.A. | 36 | 36 | 0.05% | 0.25% | 0.90% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2022 | 36 |
PALLADIUM PARTNERS LLC | 36 | 36 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2022 | 36 |
Klingman & Associates, LLC | 36 | 36 | 0.04% | 0.22% | 0.83% | Q4 2014 | Q3 2023 | 36 |
CIDEL ASSET MANAGEMENT INC | 36 | 36 | 5.73% | 7.15% | 8.64% | Q4 2014 | Q3 2023 | 36 |
Focused Wealth Management, Inc | 30 | 6 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 36 |
Argent Trust Co | 36 | 36 | 0.02% | 0.12% | 0.33% | Q4 2014 | Q3 2023 | 36 |
Moors & Cabot, Inc. | 34 | 2 | 0.04% | 0.09% | 0.15% | Q2 2014 | Q3 2023 | 36 |
Community Bank, N.A. | 36 | 36 | 0.02% | 0.14% | 0.33% | Q4 2014 | Q3 2023 | 36 |
STEPHENS INC /AR/ | 31 | 2 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 36 |
KEYBANK NATIONAL ASSOCIATION/OH | 19 | 2 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q2 2023 | 35 |
Plante Moran Financial Advisors, LLC | 22 | 13 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 35 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 35 | 35 | 0.01% | 0.05% | 0.19% | Q2 2013 | Q4 2021 | 35 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.14% | 0.21% | 0.48% | Q2 2013 | Q4 2021 | 35 |
Advisory Services Network, LLC | 27 | 8 | 0.00% | 0.04% | 0.08% | Q4 2014 | Q3 2023 | 35 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 24 | 11 | 0.06% | 0.36% | 0.76% | Q2 2013 | Q1 2022 | 35 |
American Assets Investment Management, LLC | 35 | 35 | 0.64% | 0.95% | 1.50% | Q1 2015 | Q3 2023 | 35 |
SIGNATUREFD, LLC | 35 | 35 | 0.00% | 0.04% | 0.11% | Q1 2015 | Q3 2023 | 35 |
River Wealth Advisors LLC | 35 | 35 | 0.20% | 0.58% | 0.86% | Q1 2015 | Q3 2023 | 35 |
ADVISOR PARTNERS LLC | 20 | 15 | 0.06% | 0.17% | 0.57% | Q2 2013 | Q2 2022 | 35 |
DORCHESTER WEALTH MANAGEMENT Co | 34 | 34 | 3.50% | 4.97% | 5.70% | Q2 2015 | Q3 2023 | 34 |
WOLVERINE TRADING, LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 34 |
WEDBUSH SECURITIES INC | 34 | 34 | 0.03% | 0.07% | 0.12% | Q2 2015 | Q3 2023 | 34 |
BI Asset Management Fondsmaeglerselskab A/S | 34 | 34 | 0.88% | 1.21% | 2.02% | Q1 2014 | Q2 2022 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.21% | 0.27% | 0.32% | Q2 2013 | Q3 2021 | 34 |
Parsec Financial Management, Inc. | 29 | 5 | 0.02% | 0.05% | 0.10% | Q4 2013 | Q1 2023 | 34 |
OMERS ADMINISTRATION Corp | 25 | 9 | 0.01% | 3.15% | 5.41% | Q1 2015 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.00% | 0.07% | 0.20% | Q2 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 34 | 34 | 0.62% | 2.23% | 3.55% | Q2 2015 | Q3 2023 | 34 |
Cubist Systematic Strategies, LLC | 18 | 1 | 0.00% | 0.05% | 0.15% | Q3 2014 | Q3 2023 | 34 |
NATIXIS ADVISORS, L.P. | 31 | 3 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 34 |
TWO SIGMA ADVISERS, LP | 22 | 3 | 0.00% | 0.08% | 0.22% | Q4 2013 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2023 | 33 |
Summit Asset Management, LLC | 20 | 13 | 0.09% | 0.21% | 0.35% | Q2 2013 | Q3 2023 | 33 |
Advisors Asset Management, Inc. | 23 | 10 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 33 |
WADE G W & INC | 33 | 33 | 0.62% | 0.99% | 1.49% | Q3 2015 | Q3 2023 | 33 |
West Oak Capital, LLC | 28 | 2 | 0.02% | 0.10% | 0.12% | Q4 2014 | Q3 2023 | 33 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2021 | 33 |
QS Investors, LLC | 33 | 33 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q2 2021 | 33 |
HENNESSY ADVISORS INC | 31 | 2 | 0.08% | 0.21% | 0.38% | Q1 2015 | Q3 2023 | 33 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 20 | 13 | 0.03% | 1.61% | 4.46% | Q1 2013 | Q3 2023 | 33 |
PARK CIRCLE Co | 32 | 32 | 0.20% | 0.32% | 0.51% | Q1 2015 | Q4 2022 | 32 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 32 | 32 | 0.03% | 0.07% | 0.10% | Q4 2015 | Q3 2023 | 32 |
Balentine LLC | 12 | 8 | 0.00% | 0.27% | 1.00% | Q1 2015 | Q3 2023 | 32 |
TCI Wealth Advisors, Inc. | 30 | 1 | 0.00% | 0.00% | 0.03% | Q4 2013 | Q1 2023 | 32 |
Clark Capital Management Group, Inc. | 26 | 2 | 0.04% | 0.54% | 1.13% | Q3 2013 | Q2 2023 | 32 |
Paloma Partners Management Co | 13 | 1 | 0.00% | 0.05% | 0.21% | Q3 2013 | Q1 2022 | 32 |
Smith Salley Wealth Management | 27 | 5 | 0.03% | 0.06% | 0.18% | Q3 2013 | Q3 2023 | 32 |
REILLY FINANCIAL ADVISORS, LLC | 32 | 32 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2021 | 32 |
EDMP, INC. | 32 | 32 | 0.43% | 0.91% | 1.37% | Q4 2015 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.04% | 0.19% | Q4 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.02% | 0.06% | 0.10% | Q1 2016 | Q3 2023 | 31 |
Rodgers Brothers Inc. | 31 | 31 | 0.07% | 0.17% | 0.33% | Q1 2016 | Q3 2023 | 31 |
BB&T SECURITIES, LLC | 26 | 26 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2019 | 31 |
Anchor Investment Management, LLC | 31 | 31 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 31 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 31 | 31 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q4 2020 | 31 |
SHIKIAR ASSET MANAGEMENT INC | 28 | 3 | 0.14% | 0.60% | 4.78% | Q4 2015 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.15% | 0.27% | 0.39% | Q2 2013 | Q4 2020 | 31 |
FIRST CITIZENS BANK & TRUST CO | 22 | 2 | 0.01% | 0.03% | 0.06% | Q3 2015 | Q3 2023 | 31 |
CREDIT AGRICOLE S A | 18 | 12 | 0.00% | 0.14% | 0.32% | Q2 2013 | Q3 2023 | 30 |
D.A. DAVIDSON & CO. | 17 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 30 |
Manitou Investment Management Ltd. | 30 | 30 | 0.24% | 2.75% | 5.65% | Q3 2015 | Q4 2022 | 30 |
CRAWFORD INVESTMENT COUNSEL INC | 30 | 30 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2020 | 30 |
Hexavest Inc. | 30 | 30 | 0.05% | 0.37% | 0.74% | Q2 2013 | Q3 2020 | 30 |
VAN ECK ASSOCIATES CORP | 21 | 9 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2023 | 30 |
RATIONAL ADVISORS LLC | 13 | 1 | 0.00% | 0.24% | 0.78% | Q2 2009 | Q3 2020 | 30 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 29 | 29 | 0.00% | 0.22% | 0.71% | Q3 2016 | Q3 2023 | 29 |
Lombard Odier Asset Management (Switzerland) SA | 17 | 1 | 0.04% | 0.11% | 0.41% | Q2 2014 | Q3 2023 | 29 |
EXANE DERIVATIVES | 20 | 9 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2022 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2020 | 29 |
ALTA CAPITAL MANAGEMENT LLC/ | 29 | 29 | 0.07% | 0.11% | 0.13% | Q2 2013 | Q2 2020 | 29 |
West Coast Financial LLC | 10 | 1 | 0.03% | 0.09% | 0.22% | Q2 2013 | Q2 2023 | 29 |
GEODE CAPITAL MANAGEMENT, LLC | 29 | 29 | 0.00% | 0.03% | 0.06% | Q3 2016 | Q3 2023 | 29 |
WOLVERINE ASSET MANAGEMENT LLC | 15 | 3 | 0.00% | 0.05% | 0.34% | Q2 2013 | Q4 2017 | 28 |
Bray Capital Advisors | 24 | 1 | 0.06% | 0.08% | 0.13% | Q4 2014 | Q3 2023 | 28 |
KAYS FINANCIAL ADVISORY CORP /ADV | 28 | 28 | 0.06% | 0.15% | 0.33% | Q4 2013 | Q3 2020 | 28 |
Gradient Investments LLC | 28 | 28 | 0.00% | 0.05% | 0.13% | Q4 2016 | Q3 2023 | 28 |
World Asset Management Inc | 28 | 28 | 0.05% | 0.16% | 0.23% | Q2 2013 | Q1 2020 | 28 |
Country Club Trust Company, n.a. | 28 | 28 | 0.62% | 1.22% | 2.07% | Q1 2015 | Q4 2021 | 28 |
Curi RMB Capital, LLC | 24 | 4 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 28 |
BOYS ARNOLD & CO INC | 28 | 28 | 0.08% | 0.10% | 0.18% | Q2 2013 | Q1 2020 | 28 |
Armor Investment Advisors, LLC | 28 | 28 | 0.19% | 0.54% | 0.87% | Q4 2016 | Q3 2023 | 28 |
Andra AP-fonden | 12 | 5 | 0.01% | 0.20% | 0.60% | Q1 2016 | Q2 2023 | 28 |
PineBridge Investments, L.P. | 15 | 4 | 0.00% | 0.08% | 0.18% | Q2 2013 | Q3 2023 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.05% | 0.15% | 0.50% | Q4 2016 | Q3 2023 | 28 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 28 | 28 | 0.00% | 0.28% | 2.07% | Q2 2013 | Q1 2020 | 28 |
Polar Asset Management Partners Inc. | 12 | 1 | 0.00% | 0.25% | 1.00% | Q4 2017 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.01% | 0.24% | 0.48% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.10% | 0.22% | 0.54% | Q4 2016 | Q3 2023 | 28 |
FORSTA AP-FONDEN | 27 | 1 | 0.30% | 0.40% | 0.76% | Q4 2015 | Q3 2023 | 28 |
Bank OZK | 28 | 28 | 0.12% | 0.27% | 0.50% | Q3 2013 | Q2 2020 | 28 |
NOMURA ASSET MANAGEMENT CO LTD | 28 | 28 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2020 | 28 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 28 | 0.02% | 0.27% | 0.92% | Q4 2016 | Q3 2023 | 28 |
Capital Research Global Investors | 25 | 2 | 0.05% | 0.21% | 0.30% | Q2 2013 | Q1 2021 | 27 |
KANAWHA CAPITAL MANAGEMENT LLC | 27 | 27 | 0.02% | 0.04% | 0.08% | Q1 2017 | Q3 2023 | 27 |
Hemenway Trust Co LLC | 27 | 27 | 0.04% | 0.07% | 0.14% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2019 | 27 |
Smithfield Trust Co | 17 | 4 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2022 | 27 |
Waverly Advisors, LLC | 17 | 10 | 0.02% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 27 |
Pacific Center for Financial Services | 24 | 3 | 0.00% | 0.02% | 0.02% | Q4 2016 | Q3 2023 | 27 |
Grantham, Mayo, Van Otterloo & Co. LLC | 16 | 1 | 0.00% | 0.51% | 1.31% | Q2 2013 | Q1 2023 | 27 |
BlackRock Inc. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
Sterling Capital Management LLC | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2019 | 27 |
BFSG, LLC | 27 | 27 | 0.46% | 0.77% | 1.22% | Q1 2017 | Q3 2023 | 27 |
Keel Point, LLC | 27 | 27 | 0.11% | 0.44% | 1.18% | Q1 2015 | Q3 2021 | 27 |
Squarepoint Ops LLC | 8 | 1 | 0.00% | 0.02% | 0.44% | Q1 2015 | Q3 2023 | 27 |
Highstreet Asset Management Inc. | 27 | 27 | 0.70% | 4.39% | 7.34% | Q2 2013 | Q4 2019 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
Avalon Investment & Advisory | 27 | 27 | 0.01% | 0.04% | 0.10% | Q2 2016 | Q4 2022 | 27 |
Jolley Asset Management, LLC | 27 | 27 | 0.11% | 0.18% | 0.37% | Q2 2013 | Q4 2019 | 27 |
WEATHERLY ASSET MANAGEMENT L. P. | 27 | 27 | 0.08% | 0.16% | 0.31% | Q2 2013 | Q4 2019 | 27 |
BAROMETER CAPITAL MANAGEMENT INC. | 13 | 1 | 0.01% | 2.60% | 6.83% | Q3 2014 | Q2 2023 | 27 |
CWM, LLC | 18 | 8 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 26 |
Lombard Odier Asset Management (Europe) Ltd | 16 | 2 | 0.06% | 0.18% | 0.60% | Q2 2016 | Q3 2023 | 26 |
NOVARE CAPITAL MANAGEMENT LLC | 16 | 10 | 0.04% | 0.06% | 0.19% | Q2 2013 | Q4 2019 | 26 |
Greystone Managed Investments Inc. | 26 | 26 | 5.00% | 7.28% | 9.50% | Q2 2013 | Q3 2019 | 26 |
M&R CAPITAL MANAGEMENT INC | 15 | 11 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q4 2023 | 26 |
PINNACLE FINANCIAL PARTNERS INC | 26 | 26 | 0.04% | 0.12% | 0.26% | Q2 2017 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.36% | 0.46% | 0.50% | Q3 2016 | Q3 2023 | 26 |
HOLDERNESS INVESTMENTS CO | 25 | 1 | 0.10% | 0.21% | 0.53% | Q2 2016 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 26 |
Skandinaviska Enskilda Banken AB (publ) | 17 | 9 | 0.05% | 0.24% | 0.48% | Q4 2016 | Q3 2023 | 26 |
Willis Investment Counsel | 26 | 26 | 0.10% | 1.02% | 1.50% | Q4 2014 | Q1 2021 | 26 |
Independent Advisor Alliance | 23 | 3 | 0.02% | 0.09% | 0.22% | Q1 2017 | Q3 2023 | 26 |
MASSMUTUAL TRUST CO FSB/ADV | 11 | 1 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q4 2023 | 26 |
Neuberger Berman Group LLC | 24 | 1 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q3 2023 | 26 |
Good Life Advisors, LLC | 26 | 26 | 0.03% | 0.08% | 0.20% | Q4 2016 | Q1 2023 | 26 |
WHITTIER TRUST CO OF NEVADA INC | 22 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 25 |
NAPLES GLOBAL ADVISORS, LLC | 25 | 25 | 0.08% | 0.11% | 0.18% | Q3 2017 | Q3 2023 | 25 |
Mawer Investment Management Ltd. | 14 | 11 | 0.05% | 3.09% | 4.18% | Q3 2013 | Q4 2019 | 25 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 17 | 8 | 0.00% | 0.14% | 0.36% | Q4 2016 | Q3 2023 | 25 |
Sargent Bickham Lagudis LLC | 23 | 2 | 0.00% | 0.03% | 0.17% | Q1 2016 | Q4 2022 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.04% | 0.13% | 0.27% | Q1 2016 | Q1 2022 | 25 |
LINCOLN NATIONAL CORP | 25 | 25 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 25 |
Intercontinental Wealth Advisors, LLC | 25 | 25 | 0.10% | 0.16% | 0.21% | Q2 2017 | Q2 2023 | 25 |
Mercer Capital Advisers, Inc. | 25 | 25 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q4 2020 | 25 |
Waratah Capital Advisors Ltd. | 9 | 1 | 0.04% | 0.29% | 1.29% | Q3 2013 | Q3 2023 | 25 |
ASPIRIANT, LLC | 23 | 2 | 0.14% | 0.26% | 0.51% | Q2 2017 | Q3 2023 | 25 |
Financial Architects, Inc | 9 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2020 | 25 |
Jefferies Group LLC | 4 | 1 | 0.00% | 0.02% | 0.10% | Q3 2013 | Q1 2020 | 24 |
USS Investment Management Ltd | 14 | 2 | 0.17% | 0.30% | 0.49% | Q4 2016 | Q3 2023 | 24 |
Onex Canada Asset Management Inc. | 24 | 24 | 0.35% | 3.04% | 4.84% | Q4 2017 | Q3 2023 | 24 |
Merit Financial Group, LLC | 24 | 24 | 0.02% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 24 |
BNP PARIBAS FINANCIAL MARKETS | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.00% | 0.05% | 0.18% | Q4 2017 | Q3 2023 | 24 |
HoyleCohen, LLC | 24 | 24 | 0.04% | 0.07% | 0.10% | Q4 2017 | Q3 2023 | 24 |
WHITENER CAPITAL MANAGEMENT, INC. | 24 | 24 | 0.85% | 1.19% | 1.82% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Stonehage Fleming Financial Services Holdings Ltd | 17 | 1 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 24 |
THOMAS WHITE INTERNATIONAL LTD | 17 | 7 | 0.00% | 0.74% | 1.34% | Q2 2013 | Q4 2022 | 24 |
Claret Asset Management Corp | 24 | 24 | 1.71% | 2.21% | 2.88% | Q4 2017 | Q3 2023 | 24 |
COLONY GROUP LLC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 24 |
PANAGORA ASSET MANAGEMENT INC | 23 | 1 | 0.00% | 0.01% | 0.05% | Q3 2014 | Q2 2021 | 24 |
Exeter Financial, LLC | 24 | 24 | 1.24% | 1.49% | 1.86% | Q4 2017 | Q3 2023 | 24 |
BNP Paribas Asset Management Holding S.A. | 24 | 24 | 0.04% | 0.10% | 0.18% | Q2 2013 | Q1 2019 | 24 |
Providence Capital Advisors, LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
AlphaMark Advisors, LLC | 24 | 24 | 0.00% | 0.03% | 0.08% | Q4 2017 | Q3 2023 | 24 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 11 | 6 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 24 |
Gemmer Asset Management LLC | 17 | 7 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2022 | 24 |
ONTARIO TEACHERS PENSION PLAN BOARD | 11 | 1 | 0.00% | 0.33% | 1.88% | Q2 2013 | Q4 2022 | 24 |
FIDUCIARY TRUST CO | 14 | 10 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
EARNEST PARTNERS LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
DONALDSON CAPITAL MANAGEMENT, LLC | 17 | 6 | 0.12% | 1.50% | 2.90% | Q1 2010 | Q3 2023 | 23 |
Arnhold LLC | 23 | 23 | 0.07% | 0.21% | 0.25% | Q1 2018 | Q3 2023 | 23 |
Stratos Wealth Partners, LTD. | 16 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q2 2023 | 23 |
Man Group plc | 23 | 23 | 0.01% | 0.14% | 0.76% | Q1 2018 | Q3 2023 | 23 |
ASSETMARK, INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 23 |
Signature Financial Management, Inc. | 23 | 23 | 0.06% | 0.15% | 0.26% | Q2 2013 | Q4 2018 | 23 |
BBVA USA Bancshares, Inc. | 11 | 1 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q1 2021 | 23 |
RFG Advisory, LLC | 23 | 23 | 0.07% | 0.21% | 0.55% | Q1 2018 | Q3 2023 | 23 |
Varma Mutual Pension Insurance Co | 19 | 4 | 0.04% | 0.07% | 0.19% | Q4 2017 | Q3 2023 | 23 |
SIG North Trading, ULC | 8 | 8 | 0.02% | 2.57% | 5.92% | Q4 2021 | Q3 2023 | 23 |
Quadrant Private Wealth Management, LLC | 19 | 4 | 0.07% | 0.31% | 0.79% | Q4 2017 | Q3 2023 | 23 |
PATHSTONE FAMILY OFFICE, LLC | 21 | 1 | 0.00% | 5.86% | 40.43% | Q3 2014 | Q3 2023 | 23 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 23 | 23 | 0.25% | 0.78% | 3.39% | Q4 2017 | Q2 2023 | 23 |
LaFleur & Godfrey LLC | 23 | 23 | 0.74% | 0.93% | 1.08% | Q2 2013 | Q4 2018 | 23 |
SYNOVUS FINANCIAL CORP | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 23 |
Cypress Capital Group | 23 | 23 | 0.04% | 0.08% | 0.10% | Q1 2018 | Q3 2023 | 23 |
JANUS HENDERSON GROUP PLC | 23 | 23 | 0.01% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 23 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 23 | 23 | 0.03% | 0.08% | 0.12% | Q2 2013 | Q4 2018 | 23 |
SMITH ASSET MANAGEMENT GROUP LP | 23 | 23 | 0.01% | 0.03% | 0.11% | Q2 2014 | Q4 2019 | 23 |
State of Tennessee, Treasury Department | 12 | 1 | 0.03% | 0.47% | 0.71% | Q4 2013 | Q3 2023 | 23 |
Nicholas Hoffman & Company, LLC. | 14 | 4 | 0.01% | 0.05% | 0.09% | Q3 2017 | Q3 2023 | 23 |
Leisure Capital Management | 23 | 23 | 0.24% | 0.53% | 0.62% | Q1 2018 | Q3 2023 | 23 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 23 | 23 | 0.01% | 0.05% | 0.09% | Q1 2014 | Q3 2019 | 23 |
Ledyard National Bank | 23 | 23 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2018 | 23 |
NICOLA WEALTH MANAGEMENT LTD. | 23 | 23 | 2.37% | 3.23% | 4.26% | Q1 2018 | Q3 2023 | 23 |
PRUDENTIAL PLC | 16 | 1 | 0.00% | 0.03% | 0.26% | Q1 2016 | Q1 2023 | 22 |
TRILLIUM ASSET MANAGEMENT, LLC | 19 | 3 | 0.02% | 0.16% | 0.22% | Q2 2013 | Q2 2020 | 22 |
Trexquant Investment LP | 8 | 1 | 0.02% | 0.17% | 0.57% | Q4 2014 | Q3 2023 | 22 |
LS Investment Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 22 |
Summit Global Investments | 13 | 9 | 0.03% | 0.21% | 0.47% | Q4 2017 | Q3 2023 | 22 |
HighTower Trust Company, N.A. | 22 | 22 | 0.10% | 0.13% | 0.16% | Q2 2013 | Q3 2018 | 22 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 15 | 15 | 0.01% | 0.69% | 1.88% | Q1 2020 | Q3 2023 | 22 |
SG Americas Securities, LLC | 16 | 1 | 0.00% | 0.01% | 0.06% | Q3 2015 | Q2 2023 | 22 |
Quantbot Technologies LP | 9 | 1 | 0.00% | 0.11% | 0.42% | Q3 2013 | Q3 2023 | 22 |
Lenox Wealth Management, Inc. | 13 | 9 | 0.00% | 0.05% | 0.11% | Q4 2013 | Q2 2020 | 22 |
AQR Capital Management | 19 | 1 | 0.00% | 0.12% | 0.29% | Q2 2013 | Q1 2019 | 22 |
Cox Capital Mgt LLC | 22 | 22 | 0.64% | 1.31% | 1.67% | Q2 2018 | Q3 2023 | 22 |
Certified Advisory Corp | 11 | 11 | 0.04% | 0.07% | 0.09% | Q4 2017 | Q3 2023 | 22 |
Cornerstone Advisors, Inc. | 18 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2020 | 21 |
Steward Partners Investment Advisory, LLC | 18 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 21 |
DSM CAPITAL PARTNERS LLC | 12 | 9 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.25% | 0.42% | 0.66% | Q2 2013 | Q2 2018 | 21 |
Brinker Capital Investments, LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2022 | 21 |
OUTFITTER ADVISORS, LTD. | 21 | 21 | 0.21% | 0.87% | 1.55% | Q2 2013 | Q2 2018 | 21 |
BTR CAPITAL MANAGEMENT INC | 21 | 21 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q2 2018 | 21 |
Covington Capital Management | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Brightworth | 21 | 21 | 0.17% | 0.29% | 0.42% | Q3 2017 | Q3 2022 | 21 |
Old North State Trust, LLC | 21 | 21 | 0.31% | 0.70% | 2.58% | Q3 2018 | Q3 2023 | 21 |
Capital Investment Advisory Services, LLC | 21 | 21 | 0.06% | 0.13% | 0.25% | Q3 2018 | Q3 2023 | 21 |
HL FINANCIAL SERVICES LLC | 14 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 21 |
NWAM LLC | 14 | 1 | 0.01% | 0.06% | 0.12% | Q4 2015 | Q3 2023 | 21 |
JNBA Financial Advisors | 20 | 1 | 0.00% | 0.00% | 0.03% | Q3 2016 | Q3 2023 | 21 |
Midwest Professional Planners, LTD. | 10 | 3 | 0.18% | 0.37% | 1.18% | Q4 2017 | Q3 2023 | 21 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 8 | 1 | 0.01% | 0.14% | 0.46% | Q1 2015 | Q3 2023 | 21 |
ARROW FINANCIAL CORP | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Sandy Spring Bank | 14 | 6 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2022 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 20 |
American Research & Management Co. | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 20 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 12 | 1 | 0.03% | 0.04% | 0.07% | Q4 2014 | Q3 2023 | 20 |
HAP Trading, LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q4 2021 | 20 |
BOKF, NA | 9 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 20 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 12 | 8 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 20 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.04% | 0.24% | 0.71% | Q4 2012 | Q1 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.03% | 0.06% | 0.09% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Riverview Trust Co | 20 | 20 | 0.20% | 0.28% | 0.38% | Q4 2018 | Q3 2023 | 20 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 8 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.22% | 1.04% | 1.87% | Q3 2017 | Q2 2022 | 20 |
ROMAN BUTLER FULLERTON & CO | 20 | 20 | 0.16% | 0.20% | 0.25% | Q4 2018 | Q3 2023 | 20 |
Wambolt & Associates, LLC | 20 | 20 | 0.24% | 0.61% | 0.87% | Q4 2018 | Q3 2023 | 20 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 12 | 8 | 0.00% | 0.04% | 0.10% | Q1 2017 | Q3 2023 | 20 |
MACQUARIE GROUP LTD | 10 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q1 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.03% | 0.07% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.00% | 0.03% | 0.13% | Q4 2018 | Q3 2023 | 20 |
Pensionmark Financial Group, LLC | 14 | 5 | 0.05% | 0.08% | 0.11% | Q4 2018 | Q3 2023 | 19 |
Quadrature Capital Ltd | 7 | 1 | 0.04% | 0.71% | 2.01% | Q3 2017 | Q3 2023 | 19 |
Investors Research Corp | 19 | 19 | 0.04% | 0.06% | 0.08% | Q1 2019 | Q3 2023 | 19 |
PRICE T ROWE ASSOCIATES INC /MD/ | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
NEXT Financial Group, Inc | 11 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q4 2021 | 19 |
MU Investments Co., Ltd. | 19 | 19 | 0.01% | 0.93% | 3.97% | Q2 2013 | Q4 2017 | 19 |
DUBUQUE BANK & TRUST CO | 12 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 19 |
B. Riley Wealth Advisors, Inc. | 11 | 8 | 0.03% | 0.06% | 0.11% | Q2 2013 | Q1 2018 | 19 |
STEVENS CAPITAL MANAGEMENT LP | 5 | 1 | 0.01% | 0.09% | 0.26% | Q2 2013 | Q4 2019 | 19 |
TSFG, LLC | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Camarda Financial Advisors, LLC | 18 | 1 | 0.05% | 0.08% | 0.15% | Q2 2013 | Q1 2018 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
MUFG Americas Holdings Corp | 8 | 3 | 0.00% | 0.00% | 0.00% | Q4 2010 | Q2 2019 | 19 |
Ashfield Capital Partners, LLC | 15 | 4 | 0.02% | 0.03% | 0.05% | Q1 2015 | Q4 2019 | 19 |
Aptus Capital Advisors, LLC | 19 | 19 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 19 |
Epoch Investment Partners, Inc. | 13 | 6 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2022 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
TIAA, FSB | 11 | 8 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2023 | 19 |
Csenge Advisory Group | 19 | 19 | 0.02% | 0.13% | 0.27% | Q3 2017 | Q1 2022 | 19 |
Alexandria Capital, LLC | 18 | 18 | 0.01% | 0.03% | 0.16% | Q2 2013 | Q3 2017 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2017 | 18 |
Integrated Wealth Concepts LLC | 18 | 18 | 0.02% | 0.07% | 0.10% | Q2 2019 | Q3 2023 | 18 |
Mariner, LLC | 12 | 6 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 18 |
Jacobi Capital Management LLC | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2021 | 18 |
SEI INVESTMENTS CO | 16 | 2 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q2 2019 | 18 |
ALERUS FINANCIAL NA | 16 | 2 | 0.02% | 0.28% | 0.46% | Q2 2016 | Q1 2021 | 18 |
Prospera Financial Services Inc | 17 | 1 | 0.01% | 0.05% | 0.15% | Q1 2019 | Q3 2023 | 18 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 18 | 18 | 0.03% | 0.07% | 0.12% | Q1 2018 | Q2 2022 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2014 | 18 |
OSSIAM | 10 | 8 | 0.00% | 0.07% | 0.28% | Q4 2018 | Q3 2023 | 18 |
Capital Advisors, Ltd. LLC | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Nikko Asset Management Americas, Inc. | 18 | 18 | 0.01% | 0.05% | 0.08% | Q3 2013 | Q4 2017 | 18 |
I.G. INVESTMENT MANAGEMENT, LTD. | 18 | 18 | 6.65% | 7.30% | 8.80% | Q2 2013 | Q3 2017 | 18 |
QV Investors Inc. | 14 | 2 | 0.00% | 4.38% | 5.69% | Q3 2018 | Q3 2023 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
First American Bank | 9 | 4 | 0.13% | 0.18% | 0.22% | Q1 2017 | Q4 2021 | 18 |
CORTLAND ADVISERS LLC | 18 | 18 | 1.98% | 4.12% | 5.08% | Q2 2015 | Q3 2019 | 18 |
Global Retirement Partners, LLC | 10 | 1 | 0.00% | 0.06% | 0.12% | Q1 2018 | Q3 2023 | 18 |
MCF Advisors LLC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 18 |
Sentry Investments Corp. | 14 | 4 | 0.01% | 0.35% | 1.07% | Q2 2013 | Q1 2018 | 18 |
FIRST NATIONAL TRUST CO | 18 | 18 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
SMITH CHAS P & ASSOCIATES PA CPAS | 18 | 18 | 0.02% | 0.06% | 0.08% | Q1 2016 | Q2 2020 | 18 |
FEDERATED HERMES, INC. | 14 | 4 | 0.01% | 0.03% | 0.13% | Q1 2014 | Q3 2023 | 18 |
PORTLAND INVESTMENT COUNSEL INC. | 9 | 1 | 0.97% | 3.45% | 12.11% | Q4 2014 | Q3 2023 | 18 |
Freedom Investment Management, Inc. | 14 | 4 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2020 | 18 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 11 | 6 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q4 2019 | 17 |
First Allied Advisory Services, Inc. | 14 | 3 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2019 | 17 |
Pacifica Partners Inc. | 17 | 17 | 1.48% | 1.74% | 1.97% | Q4 2019 | Q4 2023 | 17 |
Ilmarinen Mutual Pension Insurance Co | 17 | 17 | 0.06% | 0.24% | 0.60% | Q3 2019 | Q3 2023 | 17 |
Richard P Slaughter Associates Inc | 17 | 17 | 0.38% | 0.46% | 0.55% | Q4 2019 | Q4 2023 | 17 |
Altavista Wealth Management, Inc. | 17 | 17 | 0.19% | 0.27% | 0.39% | Q4 2017 | Q4 2021 | 17 |
Mondrian Investment Partners LTD | 12 | 5 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2020 | 17 |
Busey Bank | 17 | 17 | 0.03% | 0.09% | 0.18% | Q3 2019 | Q3 2023 | 17 |
EVOKE WEALTH, LLC | 17 | 17 | 0.02% | 0.04% | 0.09% | Q3 2019 | Q3 2023 | 17 |
Westover Capital Advisors, LLC | 12 | 5 | 0.18% | 0.88% | 2.82% | Q1 2016 | Q3 2023 | 17 |
Independent Portfolio Consultants, Inc. | 17 | 17 | 0.11% | 0.19% | 0.35% | Q2 2013 | Q2 2017 | 17 |
BANK OF THE WEST | 15 | 1 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q1 2022 | 17 |
CHEMUNG CANAL TRUST CO | 17 | 17 | 0.09% | 0.54% | 1.18% | Q4 2019 | Q4 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.14% | 0.38% | 0.52% | Q2 2013 | Q2 2017 | 17 |
Assenagon Asset Management S.A. | 10 | 1 | 0.00% | 0.04% | 0.16% | Q2 2018 | Q3 2023 | 17 |
Shilanski & Associates, Inc. | 13 | 4 | 1.14% | 1.52% | 1.98% | Q2 2019 | Q3 2023 | 17 |
Tetrem Capital Management Ltd. | 17 | 17 | 5.67% | 6.44% | 7.10% | Q2 2013 | Q2 2017 | 17 |
Caprock Group, LLC | 17 | 17 | 0.03% | 0.06% | 0.09% | Q2 2017 | Q2 2021 | 17 |
BALYASNY ASSET MANAGEMENT L.P. | 7 | 1 | 0.00% | 0.02% | 0.18% | Q2 2016 | Q3 2023 | 17 |
GW HENSSLER & ASSOCIATES LTD | 17 | 17 | 0.04% | 0.26% | 0.35% | Q2 2013 | Q2 2017 | 17 |
DREMAN VALUE MANAGEMENT, L L C | 9 | 8 | 0.00% | 0.29% | 0.67% | Q4 2013 | Q1 2018 | 17 |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 9 | 1 | 0.09% | 0.13% | 0.17% | Q4 2015 | Q1 2022 | 17 |
Marshall Wace North America L.P. | 16 | 16 | 0.02% | 0.09% | 0.32% | Q4 2017 | Q3 2021 | 16 |
Tradewinds Capital Management, LLC | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2017 | 16 |
ING GROEP NV | 6 | 2 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q3 2023 | 16 |
Clarius Group, LLC | 13 | 3 | 0.03% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 16 |
Magnetar Financial LLC | 4 | 1 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q2 2023 | 16 |
Aviance Capital Partners, LLC | 16 | 16 | 0.05% | 0.07% | 0.08% | Q4 2019 | Q3 2023 | 16 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 16 | 16 | 0.28% | 0.31% | 0.40% | Q4 2019 | Q3 2023 | 16 |
Mission Creek Capital Partners, Inc. | 16 | 16 | 0.16% | 0.36% | 0.57% | Q4 2019 | Q3 2023 | 16 |
Legacy Financial Advisors, Inc. | 10 | 6 | 0.01% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 16 |
CAPITAL GUARDIAN TRUST CO | 15 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q2 2019 | 16 |
DELTA LLOYD NV | 16 | 16 | 0.08% | 0.58% | 2.04% | Q2 2013 | Q1 2017 | 16 |
AMERICAN CENTURY COMPANIES INC | 16 | 16 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Value Partners Investments Inc. | 16 | 16 | 5.15% | 5.56% | 6.13% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.02% | 0.12% | 0.33% | Q4 2019 | Q3 2023 | 16 |
WFG Advisors, LP | 15 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q2 2017 | 16 |
Quilter Plc | 16 | 16 | 0.12% | 0.14% | 0.21% | Q4 2019 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Concert Wealth Management Inc. | 16 | 16 | 0.00% | 0.10% | 0.17% | Q2 2013 | Q1 2017 | 16 |
Mitsubishi UFJ Trust & Banking Corp | 10 | 6 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 16 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 16 | 16 | 0.20% | 0.38% | 0.94% | Q2 2019 | Q1 2023 | 16 |
Virtu KCG Holdings LLC | 16 | 16 | 0.00% | 0.04% | 0.27% | Q3 2013 | Q2 2017 | 16 |
People's United Financial, Inc. | 9 | 3 | 0.00% | 0.02% | 0.08% | Q3 2016 | Q1 2022 | 16 |
COMMONWEALTH BANK OF AUSTRALIA | 16 | 16 | 0.12% | 0.15% | 0.20% | Q3 2015 | Q2 2019 | 16 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 13 | 1 | 0.02% | 0.14% | 0.50% | Q4 2018 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.06% | 0.14% | 0.32% | Q4 2019 | Q3 2023 | 16 |
Pine River Capital Management L.P. | 15 | 15 | 0.00% | 0.11% | 0.58% | Q2 2013 | Q4 2016 | 16 |
Transamerica Financial Advisors, Inc. | 8 | 2 | 0.00% | 0.03% | 0.10% | Q2 2014 | Q3 2023 | 16 |
Unigestion Holding SA | 15 | 1 | 0.02% | 0.90% | 1.77% | Q2 2019 | Q3 2023 | 16 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Patriot Financial Group Insurance Agency, LLC | 16 | 16 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q2 2022 | 16 |
First Command Bank | 11 | 5 | 0.01% | 0.04% | 0.08% | Q4 2016 | Q4 2021 | 16 |
Capital Wealth Planning, LLC | 11 | 1 | 0.01% | 0.45% | 2.29% | Q2 2013 | Q4 2022 | 16 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.02% | 0.04% | 0.08% | Q1 2020 | Q3 2023 | 15 |
A.R.T. Advisors, LLC | 4 | 1 | 0.01% | 0.18% | 1.15% | Q1 2014 | Q1 2021 | 15 |
Marietta Wealth Management, LLC | 15 | 15 | 0.14% | 0.27% | 0.48% | Q4 2016 | Q2 2020 | 15 |
Eudaimonia Partners, LLC | 8 | 7 | 0.01% | 0.08% | 0.12% | Q4 2019 | Q3 2023 | 15 |
Firestone Capital Management | 11 | 4 | 0.07% | 0.08% | 0.09% | Q4 2019 | Q3 2023 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.04% | 0.12% | 0.46% | Q1 2020 | Q3 2023 | 15 |
STATE STREET CORP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 15 |
WESTPAC BANKING CORP | 12 | 1 | 0.08% | 0.27% | 0.49% | Q1 2017 | Q1 2023 | 15 |
Proficio Capital Partners LLC | 15 | 15 | 0.01% | 0.04% | 0.07% | Q4 2015 | Q2 2019 | 15 |
PacWest Financial Management Inc | 15 | 15 | 0.34% | 1.10% | 1.37% | Q2 2013 | Q4 2016 | 15 |
EXCHANGE TRADED CONCEPTS, LLC | 11 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2023 | 15 |
EXCALIBUR MANAGEMENT CORP | 14 | 1 | 0.13% | 0.14% | 0.16% | Q4 2019 | Q3 2023 | 15 |
Allworth Financial LP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 15 |
Avior Wealth Management, LLC | 12 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 15 |
CAROLINAS WEALTH CONSULTING LLC | 15 | 15 | 0.00% | 0.85% | 2.79% | Q1 2020 | Q3 2023 | 15 |
AlphaCrest Capital Management LLC | 9 | 6 | 0.12% | 0.38% | 0.98% | Q4 2018 | Q3 2022 | 15 |
OFI Advisors LLC | 11 | 4 | 0.01% | 0.01% | 0.03% | Q3 2011 | Q3 2015 | 15 |
Orgel Wealth Management, LLC | 15 | 15 | 0.06% | 0.11% | 0.18% | Q2 2016 | Q4 2019 | 15 |
First Command Financial Services, Inc. | 10 | 5 | 0.01% | 0.04% | 0.08% | Q4 2016 | Q3 2021 | 15 |
Larson Financial Group LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
GABELLI FUNDS LLC | 15 | 15 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 15 |
VALLEY NATIONAL ADVISERS INC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q1 2019 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q4 2016 | 15 |
MARSHALL WACE, LLP | 13 | 1 | 0.00% | 0.09% | 0.35% | Q4 2018 | Q1 2023 | 15 |
SII INVESTMENTS INC/WI | 15 | 15 | 0.02% | 0.03% | 0.03% | Q2 2014 | Q4 2017 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Fisher Asset Management, LLC | 13 | 1 | 0.00% | 0.52% | 1.03% | Q2 2013 | Q2 2023 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.35% | 0.49% | 0.61% | Q2 2013 | Q4 2016 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
SRS Capital Advisors, Inc. | 8 | 7 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2023 | 15 |
RHUMBLINE ADVISERS | 13 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 15 |
FineMark National Bank & Trust | 15 | 15 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q4 2016 | 15 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 15 | 15 | 0.00% | 0.01% | 0.14% | Q2 2013 | Q4 2016 | 15 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11 | 1 | 0.00% | 0.29% | 1.16% | Q1 2017 | Q3 2023 | 14 |
CITIZENS FINANCIAL GROUP INC/RI | 10 | 2 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2023 | 14 |
Kassirer Asset Management Corp | 14 | 14 | 0.13% | 1.55% | 9.42% | Q1 2016 | Q2 2019 | 14 |
Financial Management Professionals, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
UBS ASSET MANAGEMENT AMERICAS LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2021 | 14 |
Belpointe Asset Management LLC | 8 | 1 | 0.01% | 0.03% | 0.08% | Q1 2019 | Q1 2023 | 14 |
Edgestream Partners, L.P. | 6 | 2 | 0.01% | 0.18% | 0.86% | Q1 2018 | Q2 2023 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2019 | 14 |
STRS OHIO | 8 | 6 | 0.00% | 0.07% | 0.18% | Q4 2016 | Q3 2023 | 14 |
J. L. Bainbridge & Co., Inc. | 12 | 1 | 0.03% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 14 |
Sara-Bay Financial | 14 | 14 | 0.19% | 0.25% | 0.32% | Q2 2020 | Q3 2023 | 14 |
RWA WEALTH PARTNERS, LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 14 | 0.04% | 0.06% | 0.10% | Q4 2017 | Q1 2021 | 14 |
CenterStar Asset Management, LLC | 3 | 1 | 0.00% | 0.19% | 0.52% | Q4 2017 | Q1 2022 | 14 |
M&G INVESTMENT MANAGEMENT LTD | 14 | 14 | 0.00% | 0.28% | 0.64% | Q4 2019 | Q1 2023 | 14 |
CENTAURUS FINANCIAL, INC. | 13 | 1 | 0.00% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 14 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 11 | 1 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q3 2023 | 14 |
Timber Hill LLC | 4 | 1 | 0.00% | 0.11% | 0.77% | Q4 2013 | Q3 2018 | 14 |
EVERGREEN CAPITAL MANAGEMENT LLC | 14 | 14 | 0.02% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
RITHOLTZ WEALTH MANAGEMENT | 14 | 14 | 0.03% | 0.08% | 0.18% | Q2 2020 | Q3 2023 | 14 |
Cipher Capital LP | 10 | 1 | 0.04% | 0.17% | 0.32% | Q4 2014 | Q3 2023 | 14 |
WealthShield Partners, LLC | 8 | 1 | 0.03% | 0.09% | 0.23% | Q4 2018 | Q3 2023 | 14 |
Holloway Wealth Management, LLC | 13 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2022 | 14 |
Founders Financial Alliance, LLC | 13 | 13 | 0.21% | 0.47% | 0.55% | Q3 2020 | Q3 2023 | 13 |
PRIVATE TRUST CO NA | 7 | 6 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q3 2023 | 13 |
Evercore Wealth Management, LLC | 11 | 1 | 0.00% | 0.02% | 0.03% | Q3 2013 | Q2 2019 | 13 |
Private Capital Group, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2020 | 13 |
MCKINLEY CAPITAL MANAGEMENT LLC | 12 | 1 | 0.01% | 0.96% | 1.44% | Q2 2013 | Q2 2017 | 13 |
Valeo Financial Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2021 | 13 |
1ST SOURCE BANK | 7 | 1 | 0.01% | 0.08% | 0.22% | Q2 2013 | Q1 2022 | 13 |
Sowell Financial Services LLC | 7 | 1 | 0.04% | 0.07% | 0.13% | Q3 2018 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
TRUSTCORE FINANCIAL SERVICES, LLC | 13 | 13 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q4 2022 | 13 |
Robertson Stephens Wealth Management, LLC | 13 | 13 | 0.02% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
TOMPKINS FINANCIAL CORP | 8 | 1 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q4 2023 | 13 |
ASSET PLANNING SERVICES INC /LA/ /ADV | 13 | 13 | 3.14% | 3.32% | 3.64% | Q4 2016 | Q4 2019 | 13 |
CFM WEALTH PARTNERS LLC | 11 | 2 | 0.50% | 0.57% | 0.63% | Q1 2020 | Q2 2023 | 13 |
Daiwa Securities Group Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Qtron Investments LLC | 13 | 13 | 0.07% | 0.20% | 0.28% | Q3 2020 | Q3 2023 | 13 |
PEOPLES FINANCIAL SERVICES CORP. | 13 | 13 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q4 2016 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
ATLAS CAPITAL ADVISORS LLC | 11 | 2 | 0.00% | 0.02% | 0.12% | Q4 2019 | Q2 2023 | 13 |
Qube Research & Technologies Ltd | 7 | 2 | 0.00% | 0.07% | 0.12% | Q4 2019 | Q3 2023 | 13 |
BerganKDV Wealth Management, LLC | 13 | 13 | 0.00% | 0.16% | 0.23% | Q2 2020 | Q2 2023 | 13 |
HARBOR INVESTMENT ADVISORY, LLC | 8 | 5 | 0.01% | 0.03% | 0.10% | Q4 2019 | Q3 2023 | 13 |
LOWE BROCKENBROUGH & CO INC | 11 | 2 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 13 |
Quantitative Investment Management, LLC | 5 | 1 | 0.02% | 0.09% | 0.19% | Q1 2014 | Q4 2020 | 13 |
FDx Advisors, Inc. | 10 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2023 | 13 |
OLD DOMINION CAPITAL MANAGEMENT INC | 13 | 13 | 0.17% | 0.24% | 0.37% | Q3 2018 | Q3 2021 | 13 |
Aristotle Capital Management, LLC | 12 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 13 |
Voya Financial Advisors, Inc. | 9 | 4 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2021 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Broderick Brian C | 8 | 2 | 0.08% | 0.09% | 0.11% | Q3 2013 | Q3 2018 | 13 |
Stokes Family Office, LLC | 12 | 12 | 0.05% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
EPG Wealth Management LLC | 10 | 2 | 0.05% | 0.13% | 0.22% | Q4 2019 | Q3 2023 | 12 |
Lorne Steinberg Wealth Management Inc. | 12 | 12 | 3.30% | 3.58% | 4.02% | Q4 2020 | Q3 2023 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.35% | 0.44% | 0.60% | Q4 2016 | Q3 2019 | 12 |
MAIRS & POWER INC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2016 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 12 |
Counsel Portfolio Services Inc. | 11 | 1 | 1.05% | 2.10% | 2.93% | Q2 2013 | Q2 2016 | 12 |
Mayfair Advisory Group, LLC | 12 | 12 | 0.97% | 1.50% | 1.82% | Q4 2020 | Q3 2023 | 12 |
NICHOLS & PRATT ADVISERS LLP /MA | 7 | 2 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q3 2019 | 12 |
Lombard Odier & Cie (Canada), Limited Partnership | 12 | 12 | 1.80% | 3.51% | 5.62% | Q4 2013 | Q3 2016 | 12 |
Vident Investment Advisory, LLC | 12 | 12 | 0.01% | 0.04% | 0.09% | Q2 2020 | Q1 2023 | 12 |
Graves Light Lenhart Wealth, Inc. | 7 | 5 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q2 2022 | 12 |
LexAurum Advisors, LLC | 11 | 1 | 0.07% | 0.20% | 0.46% | Q4 2017 | Q1 2022 | 12 |
Bogart Wealth, LLC | 12 | 12 | 0.00% | 0.15% | 0.25% | Q4 2020 | Q3 2023 | 12 |
Capital Analysts, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.16% | 0.20% | 0.25% | Q4 2016 | Q3 2019 | 12 |
AMERICAN ASSET MANAGEMENT INC. | 12 | 12 | 0.14% | 0.20% | 0.27% | Q1 2017 | Q4 2019 | 12 |
Zions Bancorporation | 10 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2018 | 12 |
Cullen Capital Management, LLC | 11 | 1 | 0.00% | 0.12% | 1.35% | Q2 2016 | Q3 2023 | 12 |
Cetera Advisors LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2023 | 12 |
Cordasco Financial Network | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2016 | 12 |
Alerus Investment Advisors Corp | 12 | 12 | 0.08% | 0.16% | 0.27% | Q2 2013 | Q1 2016 | 12 |
CAPITAL INTERNATIONAL LTD /CA/ | 12 | 12 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q1 2016 | 12 |
Johnson Midwest Financial, LLC | 12 | 12 | 0.04% | 0.08% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 12 |
Verition Fund Management LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2023 | 12 |
Moloney Securities Asset Management, LLC | 10 | 2 | 0.04% | 0.10% | 0.15% | Q2 2018 | Q3 2023 | 12 |
BRINKER CAPITAL INC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q2 2020 | 12 |
Tacita Capital Inc | 12 | 12 | 2.15% | 2.48% | 2.69% | Q4 2020 | Q3 2023 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.46% | 0.56% | 0.72% | Q4 2016 | Q3 2019 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.04% | 0.09% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Triasima Portfolio Management inc. | 12 | 12 | 7.20% | 9.09% | 10.33% | Q4 2020 | Q3 2023 | 12 |
Bridgewater Associates | 12 | 12 | 0.12% | 0.32% | 0.58% | Q2 2017 | Q1 2020 | 12 |
M. Kulyk & Associates, LLC | 12 | 12 | 2.30% | 2.72% | 3.11% | Q4 2020 | Q3 2023 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.53% | 0.66% | 0.91% | Q4 2016 | Q3 2019 | 12 |
PICTET ASSET MANAGEMENT LTD | 12 | 12 | 0.05% | 0.07% | 0.09% | Q3 2018 | Q2 2021 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.32% | 0.37% | 0.42% | Q2 2013 | Q1 2016 | 12 |
Pinnacle Wealth Planning Services, Inc. | 12 | 12 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
BURNEY CO/ | 12 | 12 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
180 WEALTH ADVISORS, LLC | 12 | 12 | 0.07% | 0.20% | 0.30% | Q2 2019 | Q1 2022 | 12 |
Ballentine Partners, LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q4 2019 | 12 |
GABLES CAPITAL MANAGEMENT INC. | 12 | 12 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q1 2021 | 12 |
Live Oak Private Wealth LLC | 12 | 12 | 0.75% | 1.25% | 1.69% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.12% | 0.17% | 0.19% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Colonial Trust Advisors | 12 | 12 | 0.18% | 0.21% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Sage Mountain Advisors LLC | 12 | 12 | 0.07% | 0.11% | 0.16% | Q4 2020 | Q3 2023 | 12 |
SPECTRUM ADVISORY SERVICES INC | 12 | 12 | 0.21% | 0.24% | 0.27% | Q2 2013 | Q1 2016 | 12 |
Secrest Blakey & Associates, LLC | 12 | 12 | 0.32% | 0.56% | 0.94% | Q4 2017 | Q3 2020 | 12 |
Total Clarity Wealth Management, Inc. | 11 | 1 | 0.12% | 0.24% | 0.32% | Q4 2019 | Q4 2022 | 12 |
AHL Partners LLP | 7 | 5 | 0.02% | 0.11% | 0.31% | Q3 2014 | Q4 2017 | 12 |
Achmea Investment Management B.V. | 7 | 5 | 0.04% | 0.20% | 0.29% | Q3 2020 | Q3 2023 | 12 |
Capital Investment Advisors, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2023 | 12 |
HighVista Strategies LLC | 12 | 12 | 0.11% | 0.17% | 0.28% | Q4 2013 | Q3 2016 | 12 |
Banque Cantonale Vaudoise | 10 | 1 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 11 |
ALLSTATE CORP | 11 | 11 | 0.24% | 0.43% | 0.66% | Q2 2013 | Q4 2015 | 11 |
SPC Financial, Inc. | 11 | 11 | 0.07% | 0.09% | 0.10% | Q2 2013 | Q4 2015 | 11 |
GREENLEAF TRUST | 10 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2019 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 11 |
Stonebridge Capital Advisors LLC | 6 | 2 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 11 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 11 | 11 | 0.73% | 1.08% | 1.51% | Q1 2021 | Q3 2023 | 11 |
HILLTOP WEALTH ADVISORS, LLC | 11 | 11 | 0.16% | 0.19% | 0.22% | Q1 2021 | Q3 2023 | 11 |
Antonetti Capital Management LLC | 9 | 1 | 0.01% | 0.03% | 0.08% | Q2 2010 | Q3 2023 | 11 |
Private Advisor Group, LLC | 5 | 1 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q4 2022 | 11 |
Private Wealth Partners, LLC | 10 | 1 | 0.08% | 0.66% | 0.84% | Q2 2013 | Q1 2019 | 11 |
Rempart Asset Management Inc. | 11 | 11 | 2.57% | 3.07% | 3.32% | Q2 2021 | Q4 2023 | 11 |
Hazelview Securities Inc. | 11 | 11 | 0.80% | 1.29% | 2.30% | Q1 2017 | Q3 2019 | 11 |
Assured Investment Management LLC | 7 | 7 | 0.03% | 0.40% | 0.83% | Q3 2014 | Q1 2016 | 11 |
Dynamic Advisor Solutions LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
PINNACLE ASSOCIATES LTD | 6 | 2 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 11 |
DEERE & CO | 11 | 11 | 0.04% | 0.05% | 0.06% | Q1 2014 | Q3 2016 | 11 |
STEELHEAD PARTNERS LLC | 8 | 3 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q2 2016 | 11 |
Investment Management Corp of Ontario | 10 | 1 | 0.29% | 0.55% | 1.18% | Q4 2020 | Q3 2023 | 11 |
AlphaStar Capital Management, LLC | 11 | 11 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
ZWEIG ADVISERS LLC | 11 | 11 | 0.42% | 0.65% | 1.16% | Q4 2013 | Q2 2016 | 11 |
TDAM USA INC. | 7 | 1 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q3 2017 | 11 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Hoese & Co LLP | 11 | 11 | 0.01% | 0.08% | 0.11% | Q2 2021 | Q4 2023 | 11 |
Pembroke Management, LTD | 8 | 3 | 0.03% | 0.06% | 0.13% | Q1 2019 | Q3 2023 | 11 |
SVB WEALTH LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2023 | 11 |
RELIANCE TRUST CO OF DELAWARE | 11 | 11 | 0.03% | 0.03% | 0.04% | Q1 2015 | Q3 2017 | 11 |
Bristol Gate Capital Partners Inc. | 10 | 10 | 0.03% | 0.05% | 0.08% | Q3 2018 | Q4 2020 | 10 |
SUMMIT SECURITIES GROUP LLC | 3 | 1 | 0.00% | 0.13% | 0.39% | Q4 2013 | Q1 2023 | 10 |
Cribstone Capital Management, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2020 | 10 |
Cresset Asset Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 10 |
CT Financial Advisors LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2016 | 10 |
JOHNSON INVESTMENT COUNSEL INC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2022 | 10 |
BAXTER BROS INC | 10 | 10 | 0.05% | 0.09% | 0.14% | Q4 2017 | Q1 2020 | 10 |
NISA INVESTMENT ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Horizon Investments, LLC | 5 | 1 | 0.03% | 0.05% | 0.10% | Q1 2020 | Q3 2023 | 10 |
CARRET ASSET MANAGEMENT, LLC | 10 | 10 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q2 2023 | 10 |
Adams Chetwood Wealth Management LLC | 10 | 10 | 0.14% | 0.36% | 0.46% | Q4 2019 | Q1 2022 | 10 |
Armbruster Capital Management, Inc. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2018 | 10 |
Amundi | 10 | 10 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Americana Partners, LLC | 10 | 10 | 0.09% | 0.21% | 0.46% | Q2 2021 | Q3 2023 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Pacer Advisors, Inc. | 5 | 1 | 0.00% | 0.03% | 0.21% | Q4 2013 | Q3 2023 | 10 |
FORA Capital, LLC | 5 | 1 | 0.02% | 0.16% | 0.26% | Q4 2019 | Q3 2023 | 10 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 9 | 1 | 0.01% | 0.05% | 0.06% | Q2 2013 | Q3 2023 | 10 |
Enterprise Bank & Trust Co | 10 | 10 | 0.11% | 0.19% | 0.25% | Q2 2021 | Q3 2023 | 10 |
Mn Services Vermogensbeheer B.V. | 9 | 1 | 0.22% | 0.44% | 0.60% | Q1 2016 | Q2 2019 | 10 |
Ruane, Cunniff & Goldfarb | 10 | 10 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q4 2015 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.08% | 0.12% | 0.16% | Q2 2021 | Q3 2023 | 10 |
Bison Wealth, LLC | 7 | 3 | 0.11% | 0.14% | 0.19% | Q4 2014 | Q4 2019 | 10 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 7 | 1 | 0.06% | 0.16% | 0.26% | Q4 2016 | Q4 2022 | 10 |
BHF Kleinwort Benson Group S.A. | 10 | 10 | 0.49% | 0.82% | 1.98% | Q2 2013 | Q3 2015 | 10 |
DELPHI MANAGEMENT INC /MA/ | 10 | 10 | 0.87% | 1.23% | 1.36% | Q1 2013 | Q2 2015 | 10 |
Accel Wealth Management | 10 | 10 | 0.06% | 0.09% | 0.15% | Q4 2020 | Q1 2023 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
FARMERS & MERCHANTS INVESTMENTS INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
Horan Securities, Inc. | 7 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 10 |
BDO Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
NATIONAL PLANNING CORP | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2013 | Q3 2015 | 9 |
KING LUTHER CAPITAL MANAGEMENT CORP | 9 | 9 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q4 2019 | 9 |
Koshinski Asset Management, Inc. | 6 | 1 | 0.02% | 0.03% | 0.07% | Q4 2017 | Q1 2023 | 9 |
OPPENHEIMER ASSET MANAGEMENT INC. | 6 | 3 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q1 2020 | 9 |
Old Port Advisors | 8 | 1 | 0.33% | 0.46% | 0.54% | Q2 2021 | Q3 2023 | 9 |
Pendal Group Ltd | 9 | 9 | 0.05% | 0.25% | 0.62% | Q4 2020 | Q4 2022 | 9 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 5 | 4 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q2 2019 | 9 |
Legg Mason Asset Management (Japan) Co., Ltd. | 9 | 9 | 0.86% | 1.19% | 1.35% | Q2 2014 | Q2 2016 | 9 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
West Family Investments, Inc. | 5 | 4 | 0.10% | 0.16% | 0.22% | Q2 2021 | Q3 2023 | 9 |
MONROE BANK & TRUST/MI | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q2 2018 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.02% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Lake Point Wealth Management | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 9 |
MARATHON ASSET MANAGEMENT LLP | 9 | 9 | 0.31% | 0.37% | 0.43% | Q3 2017 | Q3 2019 | 9 |
Mount Yale Investment Advisors, LLC | 6 | 3 | 0.01% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 9 |
Asset Dedication, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2020 | 9 |
DC Investments Management, LLC | 9 | 9 | 0.12% | 0.28% | 0.39% | Q2 2018 | Q2 2020 | 9 |
GLOBE LIFE INC. | 9 | 9 | 2.75% | 3.43% | 4.26% | Q3 2013 | Q3 2015 | 9 |
COHEN & STEERS, INC. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2018 | 9 |
OmniStar Financial Group, Inc. | 9 | 9 | 0.27% | 0.30% | 0.35% | Q3 2021 | Q3 2023 | 9 |
CONNING INC. | 5 | 2 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2022 | 9 |
HHM Wealth Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
Goodwin Investment Advisory | 9 | 9 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q4 2022 | 9 |
Main Street Research LLC | 9 | 9 | 0.58% | 1.38% | 1.68% | Q2 2013 | Q2 2015 | 9 |
EULAV Asset Management | 9 | 9 | 0.03% | 0.26% | 0.31% | Q2 2013 | Q2 2015 | 9 |
GSB Wealth Management, LLC | 9 | 9 | 0.12% | 0.20% | 0.36% | Q1 2021 | Q1 2023 | 9 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 9 | 9 | 0.02% | 0.05% | 0.06% | Q2 2013 | Q2 2015 | 9 |
INVESTORS TRUST INC | 9 | 9 | 1.55% | 1.82% | 2.06% | Q2 2013 | Q2 2015 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2015 | 9 |
PFG Private Wealth Management, LLC | 9 | 9 | 0.00% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Key FInancial Inc | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Stanley-Laman Group, Ltd. | 9 | 9 | 0.09% | 0.12% | 0.16% | Q1 2014 | Q1 2016 | 9 |
SouthState Corp | 5 | 1 | 0.00% | 0.03% | 0.06% | Q3 2013 | Q1 2021 | 9 |
Cerebellum GP, LLC | 4 | 1 | 0.01% | 0.14% | 0.29% | Q4 2017 | Q2 2020 | 9 |
Gotham Asset Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q2 2020 | 9 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.04% | 0.12% | Q3 2013 | Q1 2021 | 9 |
Capital World Investors | 3 | 1 | 0.00% | 0.00% | 0.03% | Q3 2018 | Q2 2022 | 9 |
Bayesian Capital Management, LP | 2 | 1 | 0.03% | 0.13% | 0.37% | Q3 2017 | Q3 2023 | 9 |
EP Wealth Advisors, LLC | 5 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Private Ocean, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 9 |
Prestige Wealth Management Group LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2020 | 9 |
Ameritas Investment Partners, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2017 | 9 |
TOTH FINANCIAL ADVISORY CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
TRUST CO OF VERMONT | 6 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 9 |
Whitnell & Co. | 6 | 3 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2018 | 9 |
CreativeOne Wealth, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 9 |
Advisory Resource Group | 9 | 9 | 0.07% | 0.11% | 0.16% | Q3 2021 | Q3 2023 | 9 |
Lombard Odier Transatlantic Ltd | 8 | 8 | 0.35% | 0.45% | 0.56% | Q4 2014 | Q3 2016 | 8 |
Ashburton (Jersey) Ltd | 8 | 8 | 0.01% | 0.04% | 0.07% | Q2 2019 | Q1 2021 | 8 |
Walleye Capital LLC | 4 | 4 | 0.00% | 0.01% | 0.04% | Q4 2022 | Q3 2023 | 8 |
Mascoma Wealth Management LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 8 |
Y-Intercept (Hong Kong) Ltd | 6 | 1 | 0.03% | 0.14% | 0.36% | Q4 2020 | Q3 2023 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
KMG FIDUCIARY PARTNERS, LLC | 8 | 8 | 0.12% | 0.19% | 0.24% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
TI-TRUST, INC | 8 | 8 | 0.50% | 0.56% | 0.60% | Q4 2021 | Q3 2023 | 8 |
INTEGRAL DERIVATIVES, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2017 | 8 |
Te Ahumairangi Investment Management Ltd | 6 | 2 | 0.70% | 0.85% | 0.98% | Q3 2020 | Q2 2023 | 8 |
Sequoia Financial Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Western Wealth Management, LLC | 7 | 1 | 0.04% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 8 |
MYCIO WEALTH PARTNERS, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 8 |
THOMPSON DAVIS & CO., INC. | 8 | 8 | 0.04% | 0.05% | 0.08% | Q4 2016 | Q3 2018 | 8 |
Western Pacific Wealth Management, LP | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.07% | 0.46% | 0.81% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Stiles Financial Services Inc | 8 | 8 | 0.12% | 0.17% | 0.20% | Q4 2021 | Q3 2023 | 8 |
FMA ADVISORY INC | 7 | 1 | 0.04% | 0.54% | 0.64% | Q2 2013 | Q2 2015 | 8 |
Gratus Capital, LLC | 8 | 8 | 0.08% | 0.10% | 0.10% | Q2 2016 | Q1 2018 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 6.51% | 6.97% | 7.45% | Q4 2021 | Q3 2023 | 8 |
Wagner Wealth Management, LLC | 6 | 2 | 0.05% | 0.12% | 0.22% | Q3 2021 | Q3 2023 | 8 |
Yorktown Management & Research Co Inc | 6 | 2 | 0.08% | 0.18% | 0.24% | Q3 2013 | Q1 2018 | 8 |
GROUP ONE TRADING, L.P. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 8 |
TRUE Private Wealth Advisors | 7 | 1 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q4 2020 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Baystate Wealth Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Lido Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2023 | 8 |
Five Oceans Advisors | 8 | 8 | 0.33% | 0.41% | 0.53% | Q4 2021 | Q3 2023 | 8 |
TCWP LLC | 8 | 8 | 0.64% | 0.90% | 2.35% | Q4 2021 | Q3 2023 | 8 |
RPG Investment Advisory, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 8 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.04% | 0.10% | Q3 2017 | Q2 2023 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q4 2017 | 8 |
SEVEN EIGHT CAPITAL, LP | 2 | 1 | 0.02% | 0.10% | 0.23% | Q4 2013 | Q1 2022 | 8 |
Wedmont Private Capital | 8 | 8 | 0.04% | 0.07% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Hampstead Capital LLP | 8 | 8 | 3.35% | 4.85% | 7.09% | Q4 2016 | Q3 2018 | 8 |
Lehman Financial Resources, Inc. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q2 2015 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
ROPES WEALTH ADVISORS LLC | 5 | 3 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q4 2020 | 8 |
Parametric Risk Advisors LLC | 8 | 8 | 0.28% | 0.49% | 0.75% | Q2 2013 | Q1 2015 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.03% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Loveless Wealth Management LLC | 8 | 8 | 0.23% | 0.29% | 0.36% | Q3 2020 | Q2 2022 | 8 |
NORTHSTAR INVESTMENT ADVISORS LLC | 8 | 8 | 0.06% | 1.27% | 1.52% | Q2 2013 | Q1 2015 | 8 |
SEEYOND | 8 | 8 | 0.18% | 0.25% | 0.36% | Q1 2021 | Q4 2022 | 8 |
Blueshift Asset Management, LLC | 2 | 1 | 0.06% | 0.12% | 0.18% | Q4 2018 | Q1 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 1.50% | 2.70% | 4.28% | Q4 2021 | Q3 2023 | 8 |
ACG Wealth | 7 | 1 | 0.03% | 0.03% | 0.05% | Q3 2019 | Q3 2022 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Cerity Partners LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
JONES FINANCIAL COMPANIES LLLP | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 8 |
ACUITY INVESTMENT MANAGEMENT INC | 8 | 8 | 5.81% | 8.22% | 9.30% | Q2 2013 | Q1 2015 | 8 |
Douglass Winthrop Advisors, LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q3 2016 | Q2 2018 | 8 |
Jacobus Wealth Management, Inc. | 8 | 8 | 0.22% | 0.26% | 0.29% | Q4 2015 | Q3 2017 | 8 |
Hilltop Holdings Inc. | 8 | 8 | 0.04% | 0.06% | 0.07% | Q1 2018 | Q4 2019 | 8 |
MIROVA | 6 | 2 | 0.02% | 0.06% | 0.13% | Q4 2018 | Q1 2022 | 8 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q2 2023 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.47% | 0.53% | 0.59% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2015 | 8 |
Truvestments Capital LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q1 2021 | 8 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
Corient Capital Partners, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2022 | 7 |
CULLEN/FROST BANKERS, INC. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 7 |
Beacon Pointe Advisors, LLC | 7 | 7 | 0.01% | 0.03% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Brick & Kyle, Associates | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2017 | 7 |
NorthCoast Asset Management LLC | 2 | 1 | 0.05% | 0.50% | 2.07% | Q2 2013 | Q3 2021 | 7 |
Algebris Investments (UK) LLP | 2 | 1 | 0.54% | 2.33% | 4.07% | Q3 2013 | Q1 2017 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q2 2023 | 7 |
Numeric Investors LLC | 7 | 7 | 0.01% | 0.03% | 0.10% | Q2 2016 | Q4 2017 | 7 |
Schonfeld Strategic Advisors LLC | 3 | 1 | 0.00% | 0.06% | 0.12% | Q2 2020 | Q4 2022 | 7 |
MUFG Securities EMEA plc | 6 | 1 | 0.43% | 1.31% | 3.00% | Q1 2019 | Q2 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.02% | 0.03% | 0.06% | Q1 2015 | Q3 2016 | 7 |
Anson Funds Management LP | 3 | 2 | 0.32% | 4.29% | 11.89% | Q1 2016 | Q2 2023 | 7 |
Ethic Inc. | 5 | 1 | 0.01% | 0.12% | 0.19% | Q4 2019 | Q4 2022 | 7 |
Landmark Bank | 7 | 7 | 0.08% | 0.20% | 0.24% | Q2 2018 | Q4 2019 | 7 |
ORRSTOWN FINANCIAL SERVICES INC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2017 | Q3 2018 | 7 |
Hudock, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
TCF National Bank | 7 | 7 | 0.05% | 0.06% | 0.07% | Q3 2019 | Q1 2021 | 7 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 7 | 7 | 0.01% | 0.01% | 0.04% | Q1 2020 | Q3 2021 | 7 |
PDS Planning, Inc | 4 | 3 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 7 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.01% | 0.20% | 0.48% | Q4 2019 | Q3 2023 | 7 |
Joel Isaacson & Co., LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
Valentine Capital Asset Management, Inc. | 4 | 1 | 0.00% | 0.97% | 1.87% | Q1 2012 | Q4 2015 | 7 |
Addison Advisors LLC | 7 | 7 | 0.01% | 0.04% | 0.09% | Q1 2022 | Q3 2023 | 7 |
City Financial Investment Co Ltd | 4 | 1 | 0.06% | 0.51% | 0.88% | Q1 2017 | Q4 2018 | 7 |
CGOV Asset Management | 7 | 7 | 0.14% | 0.16% | 0.20% | Q3 2016 | Q1 2018 | 7 |
MILES CAPITAL, INC. | 7 | 7 | 0.11% | 0.19% | 0.22% | Q3 2016 | Q1 2018 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.01% | 0.23% | 0.54% | Q4 2016 | Q2 2018 | 7 |
VSR Financial Services, Inc. | 7 | 7 | 0.07% | 0.09% | 0.12% | Q4 2014 | Q2 2016 | 7 |
Banco de Sabadell, S.A | 4 | 1 | 0.16% | 0.36% | 0.76% | Q3 2018 | Q3 2020 | 7 |
Ninepoint Partners LP | 5 | 1 | 0.05% | 0.13% | 0.20% | Q1 2018 | Q3 2022 | 7 |
Fieldpoint Private Securities, LLC | 6 | 1 | 0.01% | 0.02% | 0.07% | Q3 2017 | Q2 2022 | 7 |
Cable Hill Partners, LLC | 7 | 7 | 0.00% | 0.02% | 0.02% | Q3 2017 | Q1 2019 | 7 |
WASHINGTON CAPITAL MANAGEMENT, INC | 7 | 7 | 0.21% | 0.22% | 0.24% | Q1 2017 | Q3 2018 | 7 |
Vantage Investment Advisors, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2018 | 7 |
Regal Investment Advisors LLC | 5 | 1 | 0.05% | 0.07% | 0.08% | Q4 2018 | Q4 2020 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 7 |
PARK NATIONAL CORP /OH/ | 4 | 3 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q2 2016 | 7 |
Stonehage Fleming (UK) Ltd | 6 | 1 | 0.16% | 0.19% | 0.23% | Q1 2014 | Q4 2015 | 7 |
Vise Technologies, Inc. | 7 | 7 | 0.09% | 0.13% | 0.18% | Q1 2022 | Q3 2023 | 7 |
HOWE & RUSLING INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2021 | 7 |
PDT Partners, LLC | 2 | 1 | 0.02% | 0.06% | 0.11% | Q2 2014 | Q1 2022 | 7 |
HB Wealth Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
MAI Capital Management | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
STRATEGY ASSET MANAGERS LLC | 7 | 7 | 2.04% | 2.18% | 2.34% | Q3 2013 | Q1 2015 | 7 |
Chemistry Wealth Management LLC | 7 | 7 | 0.14% | 0.18% | 0.21% | Q1 2022 | Q3 2023 | 7 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 7 | 7 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q1 2023 | 7 |
TAYLOR ASSET MANAGEMENT INC | 6 | 1 | 0.95% | 3.18% | 4.51% | Q4 2014 | Q1 2017 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 7 |
Moreno Evelyn V | 7 | 7 | 0.06% | 0.07% | 0.12% | Q1 2022 | Q3 2023 | 7 |
SpiderRock Advisors, LLC | 2 | 1 | 0.01% | 0.08% | 0.16% | Q3 2017 | Q3 2021 | 7 |
ClearBridge Investments | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2018 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
AE Wealth Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
TOWNSQUARE CAPITAL LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Rehmann Capital Advisory Group | 5 | 2 | 0.00% | 0.14% | 0.51% | Q3 2009 | Q1 2019 | 7 |
CHEMICAL BANK | 7 | 7 | 0.02% | 0.05% | 0.07% | Q4 2017 | Q2 2019 | 7 |
HANSEATIC MANAGEMENT SERVICES INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2018 | 7 |
WealthPLAN Partners, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q2 2023 | 7 |
TCW GROUP INC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q4 2018 | 7 |
NORDEA INVESTMENT MANAGEMENT AB | 7 | 7 | 0.55% | 0.76% | 1.05% | Q3 2018 | Q1 2020 | 7 |
CIBC Private Wealth Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 7 |
Carson Advisory Inc. | 7 | 7 | 0.19% | 0.22% | 0.25% | Q4 2021 | Q2 2023 | 7 |
Clarkston Capital Partners, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 7 |
TIVERTON ASSET MANAGEMENT LLC | 6 | 1 | 0.00% | 0.06% | 0.14% | Q4 2016 | Q3 2019 | 7 |
PRINCIPAL FINANCIAL GROUP INC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
SPROTT INC. | 4 | 1 | 0.03% | 0.12% | 0.29% | Q1 2015 | Q3 2023 | 7 |
WASHINGTON TRUST Co | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 7 |
PRINCETON CAPITAL MANAGEMENT LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2019 | 7 |
TRANSCEND CAPITAL ADVISORS, LLC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q2 2022 | 7 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2020 | 7 |
ALGERT GLOBAL LLC | 4 | 1 | 0.01% | 0.04% | 0.12% | Q1 2020 | Q2 2023 | 7 |
Convergence Investment Partners, LLC | 4 | 1 | 0.00% | 0.05% | 0.11% | Q2 2013 | Q1 2018 | 7 |
ClariVest Asset Management LLC | 7 | 7 | 0.59% | 0.71% | 0.75% | Q3 2021 | Q1 2023 | 7 |
TOBAM | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Ranger International Management, LP | 7 | 7 | 0.02% | 0.57% | 3.43% | Q4 2015 | Q2 2017 | 7 |
LifePlan Financial Group, Inc | 3 | 1 | 0.05% | 0.09% | 0.15% | Q3 2013 | Q3 2018 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.66% | 0.82% | 1.01% | Q1 2022 | Q3 2023 | 7 |
LIBERTY WEALTH MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q1 2020 | 7 |
Moisand Fitzgerald Tamayo, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2021 | 7 |
CSat Investment Advisory, L.P. | 6 | 1 | 0.06% | 0.28% | 0.73% | Q2 2019 | Q1 2021 | 7 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 6 |
ROWLANDMILLER & PARTNERS.ADV | 3 | 1 | 0.02% | 0.03% | 0.06% | Q4 2014 | Q4 2023 | 6 |
Polar Capital Holdings Plc | 6 | 6 | 0.04% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
MITCHELL CAPITAL MANAGEMENT CO | 6 | 6 | 0.07% | 0.17% | 0.23% | Q3 2020 | Q4 2021 | 6 |
AMERICAN ASSETS INC | 6 | 6 | 0.20% | 0.22% | 0.24% | Q3 2015 | Q4 2016 | 6 |
AGRAN LIBBIE | 6 | 6 | 0.10% | 0.11% | 0.12% | Q4 2015 | Q1 2017 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q1 2018 | 6 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.01% | 0.04% | 0.10% | Q4 2014 | Q1 2017 | 6 |
AMF Tjanstepension AB | 6 | 6 | 0.71% | 0.88% | 0.98% | Q4 2014 | Q1 2016 | 6 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 6 | 6 | 0.04% | 0.08% | 0.11% | Q2 2019 | Q3 2020 | 6 |
Altrius Capital Management Inc | 6 | 6 | 1.40% | 1.69% | 1.87% | Q2 2022 | Q3 2023 | 6 |
MANA Advisors LLC | 3 | 1 | 0.60% | 1.44% | 3.92% | Q4 2017 | Q3 2019 | 6 |
INVESTMENT CENTERS OF AMERICA INC | 5 | 1 | 0.02% | 0.05% | 0.06% | Q1 2016 | Q3 2017 | 6 |
HORIZON FINANCIAL SERVICES, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q4 2021 | 6 |
FRED ALGER MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 6 |
BALDWIN BROTHERS LLC/MA | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2023 | 6 |
Cannell & Co. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.08% | 0.09% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Power Corp of Canada | 5 | 1 | 0.04% | 0.31% | 0.45% | Q1 2022 | Q3 2023 | 6 |
MOTCO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2022 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Zurich Insurance Group Ltd/FI | 3 | 1 | 0.02% | 0.07% | 0.16% | Q3 2017 | Q1 2021 | 6 |
ATWOOD & PALMER INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2015 | 6 |
BlackRock Fund Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
WESTWOOD HOLDINGS GROUP INC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
RELIANCE TRUST CO | 6 | 6 | 0.21% | 0.24% | 0.28% | Q3 2013 | Q4 2014 | 6 |
Phoenix Wealth Advisors | 6 | 6 | 0.14% | 0.18% | 0.25% | Q4 2020 | Q1 2022 | 6 |
COMMUNITY FINANCIAL SYSTEM, INC. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Community Financial Services Group, LLC | 6 | 6 | 0.21% | 0.22% | 0.23% | Q1 2015 | Q2 2016 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Ancora Advisors LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 6 |
Taylor Hoffman Wealth Management | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 6 |
Sigma Planning Corp | 5 | 1 | 0.01% | 0.02% | 0.08% | Q4 2016 | Q2 2022 | 6 |
Great Lakes Retirement, Inc. | 4 | 2 | 0.19% | 0.21% | 0.28% | Q4 2019 | Q3 2023 | 6 |
Municipal Employees' Retirement System of Michigan | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2017 | 6 |
Global Financial Private Capital, Inc | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
OPTIMUM INVESTMENT ADVISORS | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2023 | 6 |
Hexagon Capital Partners LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
EXENCIAL WEALTH ADVISORS, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 6 | 6 | 0.07% | 0.19% | 0.30% | Q2 2013 | Q3 2014 | 6 |
Laurel Wealth Planning LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 6 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.01% | 0.06% | 0.22% | Q4 2016 | Q3 2019 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.04% | 0.05% | 0.05% | Q2 2018 | Q3 2019 | 6 |
Penobscot Investment Management Company, Inc. | 6 | 6 | 0.07% | 0.08% | 0.08% | Q3 2013 | Q4 2014 | 6 |
Charter Oak Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Retirement Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Resurgent Financial Advisors LLC | 6 | 6 | 0.08% | 0.17% | 0.46% | Q2 2022 | Q3 2023 | 6 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 6 | 6 | 0.19% | 0.23% | 0.28% | Q2 2022 | Q3 2023 | 6 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.09% | 0.39% | 0.92% | Q3 2017 | Q1 2022 | 6 |
Perigon Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2020 | 6 |
Vigilant Capital Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 6 |
SPINNAKER TRUST | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
PHYSICIANS FINANCIAL SERVICES, INC. | 5 | 1 | 0.06% | 0.07% | 0.08% | Q4 2015 | Q1 2022 | 6 |
Madden Advisory Services, Inc. | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2014 | 6 |
SMITH SHELLNUT WILSON LLC /ADV | 6 | 6 | 0.27% | 0.30% | 0.31% | Q4 2016 | Q1 2018 | 6 |
MEEDER ASSET MANAGEMENT INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2021 | 6 |
Natixis Investment Managers International | 4 | 2 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q2 2022 | 6 |
Carlson Capital Management | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Selective Wealth Management, Inc. | 5 | 1 | 0.01% | 0.07% | 0.19% | Q3 2018 | Q2 2021 | 6 |
CoreFirst Bank & Trust | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
abrdn plc | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
NuWave Investment Management, LLC | 2 | 1 | 0.01% | 0.24% | 0.71% | Q3 2020 | Q2 2022 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2021 | 5 |
Harfst & Associates, Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2017 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Front Row Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
TimeScale Financial, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2020 | 5 |
Blueprint Investment Partners LLC | 3 | 2 | 0.04% | 0.07% | 0.11% | Q3 2021 | Q1 2023 | 5 |
Homrich & Berg | 5 | 5 | 0.05% | 0.07% | 0.09% | Q4 2013 | Q4 2014 | 5 |
FIRST NEW YORK SECURITIES LLC /NY | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Laurel Wealth Advisors, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q2 2018 | 5 |
BlackRock Group LTD | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Monaco Asset Management SAM | 2 | 1 | 0.26% | 1.33% | 2.70% | Q4 2019 | Q2 2023 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 5 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q2 2016 | 5 |
Tufton Capital Management | 5 | 5 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q1 2022 | 5 |
Teza Capital Management LLC | 4 | 1 | 0.12% | 0.28% | 0.41% | Q4 2017 | Q1 2019 | 5 |
Lumature Wealth Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 5 |
CULLINAN ASSOCIATES INC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Peak Asset Management, LLC | 5 | 5 | 0.06% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Atlas Private Wealth Management, LLC | 5 | 5 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2020 | 5 |
Intelligence Driven Advisers, LLC | 5 | 5 | 0.06% | 0.06% | 0.07% | Q2 2022 | Q2 2023 | 5 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 5 |
TREMBLANT CAPITAL GROUP | 5 | 5 | 0.01% | 0.03% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Mine & Arao Wealth Creation & Management, LLC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MUFG SECURITIES (CANADA), LTD. | 5 | 5 | 3.07% | 4.65% | 8.69% | Q4 2020 | Q4 2021 | 5 |
XTX Topco Ltd | 3 | 1 | 0.12% | 0.14% | 0.18% | Q1 2021 | Q4 2022 | 5 |
Cypress Wealth Advisors LLC | 5 | 5 | 0.14% | 0.16% | 0.18% | Q1 2016 | Q1 2017 | 5 |
Harvest Fund Management Co., Ltd | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Gideon Capital Advisors, Inc. | 2 | 1 | 0.12% | 0.36% | 0.80% | Q1 2015 | Q1 2019 | 5 |
Newbridge Financial Services Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Thomas J. Herzfeld Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2021 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
BlackRock Institutional Trust Company, N.A. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2016 | 5 |
SECURITY NATIONAL TRUST CO | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2014 | 5 |
DUALITY ADVISERS, LP | 4 | 1 | 0.08% | 0.28% | 0.39% | Q1 2022 | Q3 2023 | 5 |
Welch Investments, LLC | 5 | 5 | 0.17% | 0.22% | 0.24% | Q4 2016 | Q4 2017 | 5 |
Landsberg, Bennett, & Dubbaneh LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q4 2018 | Q4 2019 | 5 |
TUDOR INVESTMENT CORP ET AL | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 5 |
Murchinson Ltd. | 2 | 1 | 0.00% | 0.69% | 1.69% | Q1 2022 | Q3 2023 | 5 |
Artemis Investment Management LLP | 5 | 5 | 0.06% | 0.17% | 0.21% | Q3 2018 | Q3 2019 | 5 |
LSV ASSET MANAGEMENT | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
Bridgefront Capital, LLC | 3 | 1 | 0.10% | 0.22% | 0.38% | Q4 2020 | Q4 2022 | 5 |
PARK AVENUE SECURITIES LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Brookfield Asset Management | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Stanford Investment Group, Inc. | 5 | 5 | 2.67% | 2.89% | 3.12% | Q4 2015 | Q4 2016 | 5 |
Highlander Capital Management, LLC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q1 2015 | Q1 2016 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
B. Riley Wealth Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2015 | 5 |
Hayden Royal, LLC | 4 | 1 | 0.11% | 0.24% | 0.32% | Q4 2018 | Q4 2021 | 5 |
BRASADA CAPITAL MANAGEMENT, LP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
Sunbelt Securities, Inc. | 3 | 2 | 0.00% | 0.04% | 0.11% | Q3 2019 | Q3 2023 | 5 |
Progressive Investment Management Corp | 5 | 5 | 1.36% | 1.48% | 1.70% | Q2 2015 | Q2 2016 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
GOODWIN DANIEL L | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2015 | 5 |
ROTHSCHILD INVESTMENT LLC /IL | 5 | 5 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q2 2014 | 5 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2019 | 5 |
National Pension Service | 4 | 1 | 0.47% | 0.53% | 0.64% | Q4 2016 | Q1 2020 | 5 |
ETRADE Capital Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2018 | 5 |
GQG Partners LLC | 5 | 5 | 1.43% | 1.72% | 2.35% | Q1 2021 | Q1 2022 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.06% | 0.09% | 0.11% | Q3 2022 | Q3 2023 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2020 | 5 |
EASTERN BANK | 5 | 5 | 0.13% | 0.16% | 0.17% | Q4 2017 | Q4 2018 | 5 |
Kathmere Capital Management, LLC | 5 | 5 | 0.05% | 0.08% | 0.10% | Q2 2022 | Q2 2023 | 5 |
NumerixS Investment Technologies Inc | 2 | 1 | 0.01% | 0.09% | 0.19% | Q1 2015 | Q3 2016 | 5 |
First Affirmative Financial Network | 5 | 5 | 0.24% | 0.31% | 0.36% | Q4 2022 | Q4 2023 | 5 |
Clearstead Trust, LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2018 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q4 2017 | 5 |
PREMIER ASSET MANAGEMENT LLC | 5 | 5 | 0.09% | 0.13% | 0.17% | Q4 2015 | Q4 2016 | 5 |
J.W. COLE ADVISORS, INC. | 3 | 2 | 0.05% | 0.17% | 0.59% | Q4 2019 | Q1 2021 | 5 |
QCM Cayman, Ltd. | 2 | 1 | 0.07% | 0.37% | 0.91% | Q3 2013 | Q4 2016 | 5 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 5 | 5 | 0.19% | 0.28% | 0.37% | Q4 2019 | Q4 2020 | 5 |
PRING TURNER CAPITAL GROUP INC | 5 | 5 | 3.26% | 3.44% | 3.80% | Q4 2013 | Q4 2014 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q1 2016 | 5 |
Prudent Man Advisors, LLC | 3 | 2 | 0.08% | 0.09% | 0.10% | Q2 2021 | Q3 2023 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 5 |
PITTENGER & ANDERSON INC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2013 | Q4 2014 | 5 |
Aprio Wealth Management, LLC | 5 | 5 | 0.40% | 0.46% | 0.53% | Q3 2022 | Q3 2023 | 5 |
Snowden Capital Advisors LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2022 | 5 |
SILVER OAK SECURITIES, Inc | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q1 2023 | 4 |
Clearview Wealth Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
LAKE STREET PRIVATE WEALTH, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q3 2021 | 4 |
HRT FINANCIAL LP | 2 | 1 | 0.01% | 0.04% | 0.07% | Q3 2018 | Q3 2023 | 4 |
Baader Bank Aktiengesellschaft | 4 | 4 | 0.11% | 0.12% | 0.12% | Q4 2021 | Q3 2022 | 4 |
Andrew Hill Investment Advisors, Inc. | 4 | 4 | 4.23% | 4.99% | 5.69% | Q4 2021 | Q3 2022 | 4 |
Krilogy Financial LLC | 3 | 1 | 0.01% | 0.11% | 0.19% | Q2 2016 | Q4 2020 | 4 |
Petrus Trust Company, LTA | 3 | 1 | 0.02% | 0.05% | 0.10% | Q4 2021 | Q4 2022 | 4 |
WEALTHSOURCE PARTNERS, LLC | 3 | 1 | 0.04% | 0.07% | 0.09% | Q3 2016 | Q1 2018 | 4 |
F&C Asset Management plc | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2014 | 4 |
Ritter Daniher Financial Advisory LLC / DE | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Penserra Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
JAG CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q3 2016 | 4 |
H. L. Ormond & Company, LLC | 4 | 4 | 0.87% | 0.91% | 0.98% | Q4 2021 | Q3 2022 | 4 |
WASHINGTON TRUST BANK | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2018 | 4 |
Quantinno Capital Management LP | 4 | 4 | 0.02% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.04% | 0.06% | 0.11% | Q4 2022 | Q3 2023 | 4 |
CVA Family Office, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Algebris (UK) Ltd | 4 | 4 | 0.55% | 1.37% | 3.49% | Q2 2017 | Q1 2018 | 4 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
WILLIAMS JONES & ASSOCIATES LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2016 | 4 |
Ascent Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q1 2023 | 4 |
Hotaling Investment Management, LLC | 3 | 1 | 0.08% | 0.14% | 0.17% | Q2 2021 | Q2 2022 | 4 |
CLEAR INVESTMENT RESEARCH, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Diversified Trust Co | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q4 2023 | 4 |
Principal Street Partners, LLC | 4 | 4 | 0.11% | 0.12% | 0.17% | Q4 2022 | Q3 2023 | 4 |
BANQUE PICTET & CIE SA | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q1 2022 | 4 |
Schubert & Co | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 4 |
Applied Capital LLC/FL | 4 | 4 | 1.50% | 1.59% | 1.65% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Tradition Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SPOT TRADING L.L.C. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2017 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.17% | 0.17% | 0.18% | Q4 2020 | Q3 2021 | 4 |
State of Wyoming | 2 | 1 | 0.05% | 0.13% | 0.34% | Q1 2022 | Q3 2023 | 4 |
WESBANCO BANK INC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2017 | 4 |
Galvin, Gaustad & Stein, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2022 | 4 |
Engineers Gate Manager LP | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 1.23% | 1.34% | 1.55% | Q4 2022 | Q3 2023 | 4 |
Quantitative Systematic Strategies LLC | 4 | 4 | 0.04% | 0.12% | 0.19% | Q3 2020 | Q2 2021 | 4 |
McCarthy Grittinger Financial Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Daiwa SB Investments Ltd. | 4 | 4 | 1.32% | 1.52% | 1.79% | Q3 2014 | Q2 2015 | 4 |
Princeton Alpha Management LP | 2 | 1 | 0.06% | 0.10% | 0.13% | Q3 2014 | Q4 2015 | 4 |
Financial Advocates Investment Management | 4 | 4 | 0.03% | 0.06% | 0.07% | Q4 2017 | Q3 2018 | 4 |
KMS FINANCIAL SERVICES, INC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2013 | Q3 2014 | 4 |
One Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.19% | 0.30% | Q4 2017 | Q3 2018 | 4 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 3 | 1 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q2 2022 | 4 |
BRADY FAMILY WEALTH, LLC | 4 | 4 | 0.25% | 0.27% | 0.30% | Q4 2022 | Q3 2023 | 4 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 3 | 1 | 0.02% | 0.02% | 0.03% | Q2 2016 | Q2 2017 | 4 |
Fullerton Fund Management Co Ltd. | 4 | 4 | 0.04% | 1.53% | 2.36% | Q3 2021 | Q2 2022 | 4 |
Wealthsimple Inc. | 4 | 4 | 0.04% | 0.04% | 0.06% | Q4 2021 | Q3 2022 | 4 |
Venturi Wealth Management, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q2 2022 | 4 |
WIN ADVISORS, INC | 4 | 4 | 0.01% | 0.02% | 0.07% | Q1 2022 | Q4 2022 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q1 2021 | 4 |
NFJ INVESTMENT GROUP, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q4 2021 | 4 |
Park Place Capital Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BECKER CAPITAL MANAGEMENT INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Galibier Capital Management Ltd. | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
CONTINENTAL ADVISORS LLC | 2 | 2 | 0.21% | 0.52% | 0.78% | Q1 2017 | Q2 2018 | 4 |
Maven Securities LTD | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Farmers & Merchants Trust Co of Chambersburg PA | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Lourd Capital, LLC | 2 | 2 | 0.04% | 0.07% | 0.12% | Q4 2017 | Q4 2018 | 4 |
BRYN MAWR CAPITAL MANAGEMENT INC | 4 | 4 | 0.11% | 0.24% | 0.32% | Q4 2013 | Q3 2014 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2019 | 4 |
Garde Capital, Inc. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.04% | Q2 2023 | Q3 2023 | 4 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 3 | 1 | 0.09% | 0.18% | 0.22% | Q4 2014 | Q2 2022 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
RONALD BLUE & CO LLC | 4 | 4 | 0.06% | 0.08% | 0.09% | Q2 2014 | Q1 2015 | 4 |
BOSTON PRIVATE BANK & TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 4 |
MALTESE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.14% | 0.39% | 0.62% | Q1 2020 | Q4 2022 | 4 |
Aspen Grove Capital, LLC | 4 | 4 | 0.81% | 0.98% | 1.14% | Q4 2022 | Q3 2023 | 4 |
ELCO Management Co., LLC | 2 | 1 | 0.10% | 0.11% | 0.12% | Q3 2017 | Q3 2019 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PRUDENTIAL FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 4 |
Mitsubishi UFJ Asset Management Co., Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Liberty Mutual Group Asset Management Inc. | 2 | 1 | 0.02% | 0.04% | 0.10% | Q2 2017 | Q3 2018 | 4 |
AEGON ASSET MANAGEMENT UK PLC | 4 | 4 | 0.91% | 2.83% | 4.35% | Q3 2014 | Q2 2015 | 4 |
ROYAL LONDON ASSET MANAGEMENT LTD | 4 | 4 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.10% | 0.12% | 0.15% | Q4 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.09% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Orion Portfolio Solutions, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 4 |
BlackDiamond Wealth Management, LLC | 4 | 4 | 0.34% | 0.42% | 0.52% | Q4 2022 | Q3 2023 | 4 |
BCR Wealth Strategies, LLC | 4 | 4 | 0.14% | 0.15% | 0.16% | Q4 2021 | Q3 2022 | 4 |
Eastover Investment Advisors LLC | 4 | 4 | 0.99% | 1.05% | 1.11% | Q1 2020 | Q4 2020 | 4 |
McAdams Wright Ragen, Inc. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q3 2014 | 4 |
Single Point Partners, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q1 2023 | 4 |
KANALY TRUST CO | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q3 2014 | 4 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 3 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.05% | 0.13% | Q4 2021 | Q1 2022 | 3 |
Gary Goldberg Planning Services Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 3 |
Neuberger Berman Canada ULC | 3 | 3 | 0.65% | 1.08% | 1.69% | Q3 2014 | Q1 2015 | 3 |
Spectrum Asset Management, Inc. (NB/CA) | 2 | 1 | 0.06% | 0.07% | 0.09% | Q2 2021 | Q1 2022 | 3 |
Sonora Investment Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2021 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q4 2013 | 3 |
Phillips Wealth Planners LLC | 3 | 3 | 0.31% | 0.33% | 0.35% | Q1 2023 | Q3 2023 | 3 |
Abbrea Capital, LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q2 2019 | Q4 2019 | 3 |
BANK OF HAWAII | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
MQS Management LLC | 1 | 1 | 0.37% | 0.50% | 0.76% | Q1 2022 | Q2 2023 | 3 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.09% | 0.12% | 0.15% | Q2 2016 | Q4 2016 | 3 |
HBK INVESTMENTS L P | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2016 | 3 |
Knott David M Jr | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2022 | Q3 2022 | 3 |
JACKSON PARK CAPITAL, LLC | 3 | 3 | 2.23% | 3.56% | 4.24% | Q3 2015 | Q1 2016 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 3 |
Ruggaard & Associates LLC | 3 | 3 | 0.27% | 0.29% | 0.30% | Q1 2023 | Q3 2023 | 3 |
QCI ASSET MANAGEMENT INC/NY | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Clean Yield Group | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2021 | 3 |
Elite Wealth Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2013 | Q3 2013 | 3 |
PAYDEN & RYGEL | 3 | 3 | 1.03% | 1.11% | 1.16% | Q3 2017 | Q1 2018 | 3 |
VICTORY CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WEXFORD CAPITAL LP | 3 | 3 | 0.02% | 0.05% | 0.08% | Q2 2022 | Q4 2022 | 3 |
Harvest Portfolios Group Inc. | 3 | 3 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q3 2023 | 3 |
TECTONIC ADVISORS LLC | 3 | 3 | 0.06% | 0.07% | 0.09% | Q1 2021 | Q3 2021 | 3 |
MCRAE CAPITAL MANAGEMENT INC | 2 | 1 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q1 2022 | 3 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2022 | 3 |
WP Advisors, LLC | 2 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q1 2019 | 3 |
Mechanics Financial Corp | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Risk Paradigm Group, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2015 | 3 |
Perpetual Ltd | 2 | 1 | 0.01% | 0.04% | 0.12% | Q2 2014 | Q2 2023 | 3 |
B. Riley Financial, Inc. | 3 | 3 | 1.01% | 1.70% | 2.11% | Q2 2017 | Q4 2017 | 3 |
Connectus Wealth, LLC | 2 | 1 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 3 |
JUPITER ASSET MANAGEMENT LTD | 2 | 1 | 0.00% | 0.02% | 0.06% | Q3 2020 | Q1 2022 | 3 |
GAM Holding AG | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2017 | 3 |
Pinnacle West Asset Management, Inc. | 3 | 3 | 0.34% | 0.37% | 0.40% | Q1 2023 | Q3 2023 | 3 |
tru Independence LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Cerro Pacific Wealth Advisors LLC | 2 | 1 | 0.12% | 0.20% | 0.31% | Q4 2020 | Q1 2023 | 3 |
Icon Wealth Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
SPHINX TRADING, LP | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2015 | Q1 2016 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Pallas Capital Advisors LLC | 3 | 3 | 0.03% | 0.05% | 0.06% | Q2 2021 | Q4 2021 | 3 |
PUTNAM INVESTMENTS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
ASSET ADVISORS CORP | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q1 2018 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Lingohr Asset Management GmbH | 3 | 3 | 0.33% | 0.51% | 0.62% | Q2 2013 | Q4 2013 | 3 |
Planning Solutions Group LLC | 3 | 3 | 0.14% | 0.15% | 0.15% | Q4 2018 | Q2 2019 | 3 |
EQUITEC PROPRIETARY MARKETS, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2016 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
AlphaQ Advisors LLC | 3 | 3 | 0.23% | 0.24% | 0.28% | Q1 2023 | Q3 2023 | 3 |
BRIGADE CAPITAL MANAGEMENT, LP | 2 | 1 | 1.02% | 1.69% | 2.06% | Q4 2014 | Q1 2016 | 3 |
Cannell & Spears LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q1 2016 | 3 |
Brown Shipley& Co Ltd | 3 | 3 | 1.10% | 1.39% | 1.72% | Q1 2023 | Q3 2023 | 3 |
Kore Private Wealth LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
DAYMARK WEALTH PARTNERS, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 3 |
Bluefin Trading, LLC | 2 | 1 | 0.04% | 0.05% | 0.05% | Q3 2014 | Q1 2017 | 3 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2022 | 3 |
Benson Investment Management Company, Inc. | 3 | 3 | 0.10% | 0.10% | 0.11% | Q4 2016 | Q2 2017 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.13% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Wilmington Trust, National Association | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2014 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Dakota Wealth Management | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q1 2023 | 3 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 3 |
MIRABELLA FINANCIAL SERVICES LLP | 3 | 3 | 0.04% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Global Strategic Investment Solutions, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q3 2021 | 3 |
Global X Management CO LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 3 |
Beirne Wealth Consulting Services, LLC | 2 | 1 | 0.17% | 0.22% | 0.28% | Q2 2020 | Q3 2022 | 3 |
CYPRESS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q3 2019 | 3 |
Utah Retirement Systems | 3 | 3 | 0.20% | 0.22% | 0.24% | Q1 2023 | Q3 2023 | 3 |
WESPAC Advisors SoCal, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2016 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q4 2018 | 3 |
Spectrum Management Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2023 | 3 |
Optiver Holding B.V. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 3 |
Capital International Investors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Edge Capital Group, LLC | 3 | 3 | 0.02% | 0.08% | 0.12% | Q1 2023 | Q3 2023 | 3 |
St. Louis Trust Co | 3 | 3 | 0.12% | 0.13% | 0.13% | Q1 2020 | Q3 2020 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 3 |
Partnervest Advisory Services LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2014 | 3 |
Simplicity Solutions, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Canoe Financial LP | 3 | 3 | 2.14% | 2.84% | 3.31% | Q1 2023 | Q3 2023 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q2 2018 | 3 |
Kames Capital Management Ltd | 2 | 1 | 0.04% | 1.34% | 2.12% | Q3 2013 | Q4 2014 | 3 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 3 | 3 | 8.28% | 8.46% | 8.62% | Q2 2013 | Q4 2013 | 3 |
MBA Advisors LLC | 2 | 1 | 0.10% | 0.12% | 0.14% | Q2 2021 | Q1 2022 | 3 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.12% | 0.28% | 0.57% | Q3 2016 | Q3 2020 | 3 |
MONETARY MANAGEMENT GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 3 |
Manchester Capital Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 3 |
TIAA CREF TRUST CO FSB/MO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q1 2017 | 3 |
Independence Trust CO | 3 | 3 | 0.14% | 0.18% | 0.22% | Q4 2014 | Q2 2015 | 3 |
Heritage Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Quent Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Maryland State Retirement & Pension System | 3 | 3 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
BHK Investment Advisors, LLC | 3 | 3 | 0.18% | 0.19% | 0.20% | Q1 2021 | Q3 2021 | 3 |
Commonwealth Retirement Investments LLC | 3 | 3 | 1.93% | 2.01% | 2.05% | Q4 2022 | Q2 2023 | 3 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1 | 1 | 0.05% | 0.06% | 0.08% | Q2 2017 | Q3 2018 | 3 |
Archford Capital Strategies, LLC | 3 | 3 | 0.10% | 0.13% | 0.15% | Q2 2019 | Q4 2019 | 3 |
qPULA Trading Management LP | 2 | 1 | 0.57% | 0.84% | 1.16% | Q1 2021 | Q4 2021 | 3 |
True Wealth Design, LLC | 3 | 3 | 0.27% | 0.30% | 0.33% | Q4 2022 | Q2 2023 | 3 |
Fidelity National Financial, Inc. | 3 | 3 | 0.24% | 0.30% | 0.37% | Q1 2023 | Q3 2023 | 3 |
Private Portfolio Partners LLC | 3 | 3 | 0.12% | 0.15% | 0.18% | Q4 2018 | Q2 2019 | 3 |
Modera Wealth Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
XPONANCE, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 2 |
Weiss Multi-Strategy Advisers LLC | 2 | 2 | 1.01% | 1.03% | 1.04% | Q1 2017 | Q2 2017 | 2 |
High Falls Advisors, Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q2 2016 | 2 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q1 2016 | 2 |
WBI INVESTMENTS, LLC | 2 | 2 | 0.71% | 0.82% | 0.92% | Q2 2013 | Q3 2013 | 2 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 2 | 2 | 0.23% | 0.23% | 0.24% | Q2 2019 | Q3 2019 | 2 |
TD Capital Management LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
DCM Advisors, LLC | 1 | 1 | 0.16% | 0.18% | 0.21% | Q4 2021 | Q2 2022 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Advocacy Wealth Management Services, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Solstein Capital, LLC | 2 | 2 | 0.31% | 0.48% | 0.66% | Q1 2022 | Q2 2022 | 2 |
Savant Capital, LLC | 2 | 2 | 0.00% | 0.04% | 0.08% | Q1 2023 | Q2 2023 | 2 |
Windsor Capital Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2015 | 2 |
Serengeti Asset Management LP | 2 | 2 | 3.60% | 3.74% | 3.87% | Q1 2015 | Q2 2015 | 2 |
Ionic Capital Management LLC | 1 | 1 | 0.27% | 0.38% | 0.50% | Q2 2015 | Q1 2016 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Tourbillon Capital Partners, L.P. | 2 | 2 | 0.30% | 0.33% | 0.36% | Q3 2015 | Q4 2015 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.36% | 0.37% | 0.39% | Q2 2016 | Q3 2016 | 2 |
PENSECO FINANCIAL SERVICES CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Mirae Asset Global Investments Co., Ltd. | 1 | 1 | 0.00% | 0.04% | 0.07% | Q2 2013 | Q3 2019 | 2 |
Sciencast Management LP | 1 | 1 | 0.12% | 0.21% | 0.30% | Q1 2018 | Q1 2023 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
ELEMENT CAPITAL MANAGEMENT LLC | 2 | 2 | 0.12% | 0.17% | 0.21% | Q4 2015 | Q1 2016 | 2 |
Genus Capital Management Inc. | 2 | 2 | 2.19% | 2.29% | 2.39% | Q2 2023 | Q3 2023 | 2 |
MCMILLION CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.08% | 0.11% | 0.14% | Q4 2021 | Q1 2022 | 2 |
StellarOne CORP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2013 | 2 |
BSW Wealth Partners | 1 | 1 | 0.07% | 0.07% | 0.08% | Q3 2018 | Q4 2020 | 2 |
Walter Public Investments Inc. | 2 | 2 | 1.62% | 1.66% | 1.69% | Q2 2023 | Q3 2023 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
US FINANCIAL ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Disciplined Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Desjardins Global Asset Management Inc. | 2 | 2 | 0.00% | 0.01% | 0.03% | Q2 2023 | Q3 2023 | 2 |
ARS Investment Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q3 2022 | 2 |
Tidal Investments LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2021 | 2 |
SteelPeak Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Silicon Valley Capital Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Deuterium Capital Management, LLC | 2 | 2 | 0.32% | 0.34% | 0.36% | Q4 2021 | Q1 2022 | 2 |
MILLER HOWARD INVESTMENTS INC /NY | 2 | 2 | 1.50% | 1.56% | 1.63% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
LBMC INVESTMENT ADVISORS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q2 2015 | 2 |
Parkside Financial Bank & Trust | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Shaolin Capital Management LLC | 1 | 1 | 0.07% | 0.14% | 0.22% | Q1 2019 | Q3 2019 | 2 |
MENORA MIVTACHIM HOLDINGS LTD. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 2 |
Boston Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Santa Fe Partners LLC | 1 | 1 | 0.15% | 0.16% | 0.17% | Q3 2014 | Q2 2015 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Ada Investment Management, LP | 2 | 2 | 0.14% | 0.14% | 0.14% | Q3 2015 | Q4 2015 | 2 |
BRYN MAWR TRUST Co | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2013 | Q2 2013 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Fiduciary Group LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
NEW ENGLAND ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.04% | 0.08% | Q2 2022 | Q4 2022 | 2 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.04% | 0.08% | Q4 2016 | Q4 2016 | 2 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Financial Engines Advisors L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 2 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
INTEGRATED WEALTH COUNSEL, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q4 2016 | 2 |
Telemetry Investments, L.L.C. | 1 | 1 | 0.15% | 0.21% | 0.26% | Q4 2014 | Q2 2015 | 2 |
TRUEWEALTH LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Tibra Equities Europe Ltd | 1 | 1 | 0.14% | 0.21% | 0.28% | Q1 2019 | Q3 2019 | 2 |
AXQ CAPITAL, LP | 1 | 1 | 0.34% | 0.40% | 0.46% | Q4 2022 | Q2 2023 | 2 |
Hoxton Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 2 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.02% | 0.06% | 0.09% | Q4 2019 | Q4 2021 | 2 |
CNB Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Handelsbanken Fonder AB | 2 | 2 | 0.02% | 0.07% | 0.12% | Q4 2015 | Q1 2016 | 2 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Windsor Creek Advisors, LLC | 2 | 2 | 0.22% | 0.24% | 0.27% | Q1 2019 | Q2 2019 | 2 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 2 | 2 | 0.20% | 0.23% | 0.27% | Q2 2019 | Q3 2019 | 2 |
MAPLELANE CAPITAL, LLC | 1 | 1 | 0.00% | 0.60% | 1.20% | Q1 2016 | Q1 2016 | 2 |
OLD SECOND NATIONAL BANK OF AURORA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.01% | 0.04% | 0.06% | Q3 2021 | Q1 2023 | 2 |
Brookstone Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.40% | 0.40% | 0.40% | Q2 2013 | Q3 2013 | 2 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2020 | 2 |
TODD ASSET MANAGEMENT LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2017 | Q1 2018 | 2 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
Bristol Advisors, LLC | 2 | 2 | 0.29% | 0.80% | 1.31% | Q1 2017 | Q2 2017 | 2 |
SWS Partners | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2017 | Q1 2018 | 2 |
Trust Co | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q4 2017 | 2 |
KOCH INDUSTRIES INC | 2 | 2 | 0.03% | 0.06% | 0.08% | Q4 2017 | Q1 2018 | 2 |
J. Goldman & Co LP | 2 | 2 | 0.11% | 0.13% | 0.15% | Q1 2016 | Q2 2016 | 2 |
Braver Wealth Management, LLC | 2 | 2 | 0.45% | 0.49% | 0.54% | Q1 2015 | Q2 2015 | 2 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.22% | 0.34% | 0.46% | Q4 2015 | Q1 2023 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2019 | 2 |
Scotia Asset Management L.P. | 2 | 2 | 8.15% | 8.48% | 8.80% | Q2 2013 | Q3 2013 | 2 |
Reynolds Investment Management, Inc. | 2 | 2 | 0.17% | 0.17% | 0.18% | Q1 2022 | Q2 2022 | 2 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Mutual Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
Inscription Capital, LLC | 2 | 2 | 0.10% | 0.12% | 0.14% | Q4 2018 | Q1 2019 | 2 |
First Heartland Consultants, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
FAS Wealth Partners, Inc. | 2 | 2 | 0.14% | 0.15% | 0.16% | Q1 2014 | Q2 2014 | 2 |
Barnett & Company, Inc. | 2 | 2 | 0.10% | 0.10% | 0.11% | Q4 2014 | Q1 2015 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.04% | 0.08% | Q2 2019 | Q1 2021 | 2 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q4 2020 | 2 |
Legacy Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 2 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q1 2018 | 2 |
Farmstead Capital Management, LLC | 2 | 2 | 15.42% | 18.14% | 20.87% | Q1 2015 | Q2 2015 | 2 |
Elequin Capital, LP | 2 | 2 | 1.16% | 1.22% | 1.27% | Q2 2023 | Q3 2023 | 2 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 2 |
Tuttle Capital Management, LLC | 1 | 1 | 0.14% | 0.17% | 0.20% | Q2 2018 | Q1 2019 | 2 |
FSA Wealth Management LLC | 2 | 2 | 0.04% | 0.06% | 0.07% | Q4 2019 | Q1 2020 | 2 |
FOSTER & MOTLEY INC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q3 2015 | Q4 2015 | 2 |
Man Investments Ltd | 2 | 2 | 0.05% | 0.08% | 0.12% | Q1 2014 | Q2 2014 | 2 |
BBVA USA | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Magnus Financial Group LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Allspring Global Investments Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TEACHERS ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2015 | 2 |
CHESAPEAKE ASSET MANAGEMENT LLC | 2 | 2 | 0.17% | 0.17% | 0.17% | Q2 2013 | Q3 2013 | 2 |
Pointe Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Sather Financial Group Inc | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Cordant, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Noked Israel Ltd | 1 | 1 | 0.63% | 0.63% | 0.63% | Q1 2019 | Q1 2019 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Transform Wealth, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2017 | Q1 2017 | 1 |
Next Level Private LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2022 | Q2 2022 | 1 |
FORVIS Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
HITE Hedge Asset Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2010 | Q2 2010 | 1 |
Proquility Private Wealth Partners, LLC | 1 | 1 | 1.13% | 1.13% | 1.13% | Q4 2020 | Q4 2020 | 1 |
SECURIAN ASSET MANAGEMENT, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2017 | Q2 2017 | 1 |
TradeLink Capital LLC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q3 2016 | Q3 2016 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Timelo Investment Management Inc. | 1 | 1 | 3.12% | 3.12% | 3.12% | Q3 2022 | Q3 2022 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
AIA Investment Management Private Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Atria Investments, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Eagle Bay Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Mizuho Trust & Banking Co., Ltd. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2014 | Q4 2014 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
EAGLE ASSET MANAGEMENT INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
Kula Investments, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
RNC CAPITAL MANAGEMENT LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
SHINE INVESTMENT ADVISORY SERVICES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Kernodle & Katon Asset Management Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q4 2015 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2014 | Q3 2014 | 1 |
Hirtle Callaghan & Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Apriem Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Aris Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
MISSION WEALTH MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Tandem Investment Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
SAC Capital Advisors LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
American Financial Network Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
QVT Financial LP | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2016 | Q1 2016 | 1 |
WEBSTER BANK, N. A. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2013 | Q2 2013 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
WINTON GROUP Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Atlantic Union Bankshares Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Smith Affiliated Capital Corp. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2013 | Q1 2013 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
EdgePoint Investment Group Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
F3Logic, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Strategic Global Advisors, LLC | 1 | 1 | 1.80% | 1.80% | 1.80% | Q2 2018 | Q2 2018 | 1 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Rossmore Private Capital | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
ISTHMUS PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CenterBook Partners LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 3.77% | 3.77% | 3.77% | Q3 2023 | Q3 2023 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Pictet North America Advisors SA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Tortoise Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
Hayman Capital | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2014 | Q2 2014 | 1 |
New World Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
Stratos Investment Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Dominick & Dominick LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2013 | Q2 2013 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2018 | Q4 2018 | 1 |
British Airways Pensions Investment Management Ltd | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2014 | Q4 2014 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 1.08% | 1.08% | 1.08% | Q3 2016 | Q3 2016 | 1 |
Syverson Strege & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Long Pond Capital | 1 | 1 | 1.38% | 1.38% | 1.38% | Q2 2016 | Q2 2016 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Diversified, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
United American Securities Inc. (d/b/a UAS Asset Management) | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2015 | Q2 2015 | 1 |
NewGen Asset Management Ltd | 1 | 1 | 2.58% | 2.58% | 2.58% | Q1 2023 | Q1 2023 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Sculptor Capital LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2016 | Q4 2016 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
NORTHWEST WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
CALIBER WEALTH MANAGEMENT, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
SUMIT CAPITAL, LLC | 1 | 1 | 1.64% | 1.64% | 1.64% | Q2 2014 | Q2 2014 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CCM INVESTMENT ADVISERS LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2014 | Q1 2014 | 1 |
RMR Wealth Builders | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
GYL FINANCIAL SYNERGIES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
ELM ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
SATURNA CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q1 2023 | 1 |
Cascade Investment Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2019 | Q2 2019 | 1 |
ArchPoint Investors | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Seawolf Capital, LLC | 1 | 1 | 3.75% | 3.75% | 3.75% | Q4 2015 | Q4 2015 | 1 |
Lebenthal Holdings,LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q1 2015 | 1 |
Asset Advisors Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Elgethun Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Jackson, Grant Investment Advisers, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2014 | Q3 2014 | 1 |
NEW YORK STATE COMMON RETIREMENT FUND | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Richard Bernstein Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2016 | Q2 2016 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Sterling Global Strategies LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MURPHY CAPITAL MANAGEMENT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
MD Financial Management Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2017 | Q4 2017 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2017 | Q4 2017 | 1 |
Pearl River Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
JAMISON EATON & WOOD INC /NJ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Point72 Asset Management, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Nair Vinay | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2015 | Q1 2015 | 1 |
Icon Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2017 | Q1 2017 | 1 |
Cypress Capital Management LLC (WY) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Keeler Thomas Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
WealthOne, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Grant/GrossMendelsohn, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2021 | Q2 2021 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
BRIGHTON JONES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Noked Capital LTD | 1 | 1 | 0.63% | 0.63% | 0.63% | Q1 2019 | Q1 2019 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2013 | Q3 2013 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
EHP Funds Inc. | 1 | 1 | 0.64% | 0.64% | 0.64% | Q1 2022 | Q1 2022 | 1 |
Employees Retirement System of Texas | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LionEye Capital Management LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2015 | Q2 2015 | 1 |
Paradigm Financial Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q4 2013 | 1 |
Alpha Paradigm Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
CFS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Claremont Financial Group, Inc. | 1 | 1 | 1.33% | 1.33% | 1.33% | Q4 2021 | Q4 2021 | 1 |
NorthRock Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Trutina Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Merit Investment Management, LLC | 1 | 1 | 2.71% | 2.71% | 2.71% | Q2 2013 | Q2 2013 | 1 |
Cowen Investment Management LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2019 | Q4 2019 | 1 |
Procyon Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
HABER TRILIX ADVISORS, LP | 1 | 1 | 6.73% | 6.73% | 6.73% | Q2 2013 | Q2 2013 | 1 |
Astrantus Ltd | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
3Chopt Investment Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2015 | Q2 2015 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
EVERMAY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2016 | Q1 2016 | 1 |
Financial Security Advisor, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
J.Safra Asset Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 1 | 1 | 7.98% | 7.98% | 7.98% | Q3 2020 | Q3 2020 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
One Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Legacy Capital Group California, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
MAVERICK CAPITAL LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CARDEROCK CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Spartan Planning & Wealth Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Ranch Capital Advisors Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Fosun International Ltd | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
Virtus Fund Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
External links
This page lists all the filers that currently own ROYAL BK CDA MONTREAL QUE or have owned ROYAL BK CDA MONTREAL QUE in the past.