Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 30 | 30 | 0.00% | 0.02% | 0.10% | Q2 2016 | Q3 2023 | 86 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 30 | 30 | 0.00% | 0.01% | 0.09% | Q2 2016 | Q3 2023 | 84 |
Walleye Trading LLC | 30 | 30 | 0.00% | 0.02% | 0.10% | Q2 2016 | Q3 2023 | 78 |
WOLVERINE TRADING, LLC | 16 | 12 | 0.00% | 0.03% | 0.32% | Q2 2016 | Q3 2023 | 76 |
Cutler Group LLC / CA | 30 | 30 | 0.00% | 0.01% | 0.21% | Q2 2016 | Q3 2023 | 75 |
CITIGROUP INC | 30 | 30 | 0.00% | 0.04% | 0.34% | Q2 2016 | Q3 2023 | 70 |
Parallax Volatility Advisers, L.P. | 19 | 10 | 0.00% | 0.02% | 0.11% | Q2 2016 | Q3 2023 | 69 |
UBS Group AG | 30 | 30 | 0.00% | 0.03% | 0.14% | Q2 2016 | Q3 2023 | 65 |
BANK OF AMERICA CORP /DE/ | 30 | 30 | 0.00% | 0.03% | 0.16% | Q2 2016 | Q3 2023 | 65 |
BARCLAYS PLC | 30 | 30 | 0.00% | 0.04% | 0.30% | Q2 2016 | Q3 2023 | 65 |
HSBC HOLDINGS PLC | 30 | 30 | 0.00% | 0.07% | 0.27% | Q2 2016 | Q3 2023 | 62 |
MILLENNIUM MANAGEMENT LLC | 30 | 30 | 0.00% | 0.07% | 0.25% | Q2 2016 | Q3 2023 | 62 |
BNP PARIBAS FINANCIAL MARKETS | 30 | 30 | 0.00% | 0.05% | 0.21% | Q2 2016 | Q3 2023 | 59 |
GOLDMAN SACHS GROUP INC | 30 | 30 | 0.00% | 0.08% | 0.49% | Q2 2016 | Q3 2023 | 59 |
CAPSTONE INVESTMENT ADVISORS, LLC | 21 | 2 | 0.00% | 0.05% | 0.22% | Q4 2016 | Q3 2023 | 58 |
JANE STREET GROUP, LLC | 30 | 30 | 0.00% | 0.01% | 0.08% | Q2 2016 | Q3 2023 | 57 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.03% | 0.23% | Q3 2018 | Q3 2023 | 54 |
D. E. Shaw & Co., Inc. | 27 | 2 | 0.00% | 0.15% | 0.83% | Q2 2016 | Q3 2023 | 50 |
Squarepoint Ops LLC | 14 | 1 | 0.00% | 0.11% | 1.11% | Q2 2016 | Q3 2023 | 50 |
Paloma Partners Management Co | 26 | 2 | 0.00% | 0.07% | 0.46% | Q2 2016 | Q2 2023 | 48 |
Laurion Capital Management LP | 8 | 1 | 0.00% | 0.09% | 0.58% | Q2 2016 | Q3 2023 | 45 |
HighTower Advisors, LLC | 29 | 29 | 0.00% | 0.03% | 0.10% | Q3 2016 | Q3 2023 | 43 |
DEUTSCHE BANK AG\ | 30 | 30 | 0.00% | 0.21% | 0.45% | Q2 2016 | Q3 2023 | 43 |
ROYAL BANK OF CANADA | 30 | 30 | 0.00% | 0.05% | 0.13% | Q2 2016 | Q3 2023 | 42 |
Twin Tree Management, LP | 18 | 1 | 0.00% | 0.11% | 0.53% | Q3 2016 | Q1 2023 | 42 |
CAPITAL FUND MANAGEMENT S.A. | 9 | 3 | 0.00% | 0.12% | 0.58% | Q4 2016 | Q1 2022 | 40 |
Cubist Systematic Strategies, LLC | 26 | 3 | 0.00% | 0.13% | 0.61% | Q2 2016 | Q3 2023 | 39 |
Jefferies Group LLC | 10 | 1 | 0.00% | 0.06% | 0.43% | Q2 2016 | Q1 2022 | 38 |
BOOTHBAY FUND MANAGEMENT, LLC | 18 | 9 | 0.01% | 0.10% | 0.53% | Q3 2016 | Q3 2023 | 37 |
CREDIT SUISSE AG/ | 30 | 30 | 0.00% | 0.13% | 0.41% | Q2 2016 | Q3 2023 | 37 |
WELLS FARGO & COMPANY/MN | 30 | 30 | 0.00% | 0.09% | 0.25% | Q2 2016 | Q3 2023 | 37 |
TWO SIGMA INVESTMENTS, LP | 17 | 6 | 0.00% | 0.14% | 0.69% | Q2 2016 | Q1 2022 | 35 |
Gates Capital Management | 30 | 30 | 1.24% | 3.34% | 6.80% | Q2 2016 | Q3 2023 | 35 |
TUDOR INVESTMENT CORP ET AL | 16 | 1 | 0.00% | 0.08% | 0.44% | Q1 2016 | Q2 2023 | 35 |
Invesco Ltd. | 30 | 30 | 0.00% | 0.25% | 0.50% | Q2 2016 | Q3 2023 | 35 |
Point72 Asset Management, L.P. | 9 | 1 | 0.00% | 0.24% | 0.80% | Q1 2017 | Q2 2023 | 34 |
Creative Planning | 30 | 30 | 0.00% | 0.02% | 0.02% | Q2 2016 | Q3 2023 | 34 |
NOMURA HOLDINGS INC | 15 | 2 | 0.00% | 0.02% | 0.07% | Q2 2016 | Q3 2023 | 33 |
MARSHALL WACE, LLP | 31 | 31 | 0.00% | 0.45% | 1.28% | Q1 2016 | Q3 2023 | 33 |
Anchor Investment Management, LLC | 32 | 32 | 0.06% | 0.22% | 0.31% | Q1 2016 | Q4 2023 | 32 |
WOODSTOCK CORP | 31 | 31 | 0.09% | 0.17% | 0.21% | Q2 2016 | Q4 2023 | 31 |
Capital International Investors | 31 | 31 | 0.06% | 0.39% | 0.58% | Q1 2016 | Q3 2023 | 31 |
Arizona State Retirement System | 31 | 31 | 0.09% | 0.21% | 0.32% | Q1 2016 | Q3 2023 | 31 |
FOSTER DYKEMA CABOT & CO INC/MA | 31 | 31 | 0.06% | 0.24% | 0.58% | Q1 2016 | Q3 2023 | 31 |
Versant Capital Management, Inc | 31 | 31 | 0.03% | 0.07% | 0.14% | Q2 2016 | Q4 2023 | 31 |
STATE STREET CORP | 31 | 31 | 0.12% | 0.22% | 0.33% | Q1 2016 | Q3 2023 | 31 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 31 | 31 | 0.14% | 0.22% | 0.32% | Q1 2016 | Q3 2023 | 31 |
PENINSULA ASSET MANAGEMENT INC | 31 | 31 | 1.80% | 3.46% | 4.75% | Q1 2016 | Q3 2023 | 31 |
APPLETON PARTNERS INC/MA | 31 | 31 | 0.02% | 0.24% | 0.88% | Q2 2016 | Q4 2023 | 31 |
PANAGORA ASSET MANAGEMENT INC | 31 | 31 | 0.00% | 0.25% | 0.78% | Q1 2016 | Q3 2023 | 31 |
M&R CAPITAL MANAGEMENT INC | 31 | 31 | 0.02% | 0.13% | 0.45% | Q2 2016 | Q4 2023 | 31 |
BANK OF MONTREAL /CAN/ | 27 | 2 | 0.00% | 0.13% | 0.24% | Q2 2016 | Q3 2023 | 31 |
M&T BANK CORP | 30 | 30 | 0.00% | 0.09% | 0.16% | Q2 2016 | Q3 2023 | 31 |
GUYASUTA INVESTMENT ADVISORS INC | 31 | 31 | 0.05% | 0.09% | 0.12% | Q1 2016 | Q3 2023 | 31 |
KCM INVESTMENT ADVISORS LLC | 31 | 31 | 0.08% | 0.16% | 0.24% | Q1 2016 | Q3 2023 | 31 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 31 | 31 | 0.08% | 0.22% | 0.40% | Q1 2016 | Q3 2023 | 31 |
SEGALL BRYANT & HAMILL, LLC | 31 | 31 | 0.02% | 0.29% | 0.84% | Q1 2016 | Q3 2023 | 31 |
REGENTS OF THE UNIVERSITY OF CALIFORNIA | 31 | 31 | 0.22% | 1.45% | 3.86% | Q1 2016 | Q3 2023 | 31 |
DnB Asset Management AS | 31 | 31 | 0.16% | 0.57% | 1.15% | Q2 2016 | Q4 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.02% | 0.21% | 0.28% | Q1 2016 | Q3 2023 | 31 |
Alpha Cubed Investments, LLC | 30 | 30 | 0.00% | 0.08% | 0.21% | Q2 2016 | Q3 2023 | 31 |
NEVILLE RODIE & SHAW INC | 31 | 31 | 0.18% | 0.31% | 0.41% | Q2 2016 | Q4 2023 | 31 |
BALDWIN BROTHERS LLC/MA | 30 | 30 | 0.11% | 0.40% | 1.10% | Q3 2016 | Q4 2023 | 30 |
COMMERCE BANK | 30 | 30 | 0.02% | 0.13% | 0.30% | Q2 2016 | Q3 2023 | 30 |
DODGE & COX | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
Mawer Investment Management Ltd. | 30 | 30 | 1.47% | 2.54% | 3.94% | Q2 2016 | Q3 2023 | 30 |
JPMORGAN CHASE & CO | 30 | 30 | 0.10% | 0.22% | 0.45% | Q2 2016 | Q3 2023 | 30 |
Kentucky Retirement Systems | 30 | 30 | 0.14% | 0.26% | 0.38% | Q2 2016 | Q3 2023 | 30 |
Candriam S.C.A. | 30 | 30 | 0.04% | 0.22% | 0.49% | Q2 2016 | Q3 2023 | 30 |
Louisiana State Employees Retirement System | 30 | 30 | 0.09% | 0.15% | 0.21% | Q2 2016 | Q3 2023 | 30 |
Geneos Wealth Management Inc. | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
VANGUARD GROUP INC | 30 | 30 | 0.11% | 0.20% | 0.28% | Q2 2016 | Q3 2023 | 30 |
FUKOKU MUTUAL LIFE INSURANCE Co | 30 | 30 | 0.02% | 0.06% | 0.15% | Q2 2016 | Q3 2023 | 30 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 30 | 30 | 0.02% | 0.04% | 0.10% | Q2 2016 | Q3 2023 | 30 |
INTRUST BANK NA | 30 | 30 | 0.10% | 0.24% | 0.34% | Q2 2016 | Q3 2023 | 30 |
SECURIAN ASSET MANAGEMENT, INC | 30 | 30 | 0.08% | 0.16% | 0.28% | Q2 2016 | Q3 2023 | 30 |
BAR HARBOR WEALTH MANAGEMENT | 30 | 30 | 0.02% | 0.07% | 0.14% | Q2 2016 | Q3 2023 | 30 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 30 | 30 | 0.12% | 0.23% | 0.33% | Q2 2016 | Q3 2023 | 30 |
BOSTON FAMILY OFFICE LLC | 30 | 30 | 0.41% | 0.88% | 1.52% | Q2 2016 | Q3 2023 | 30 |
FAYEZ SAROFIM & CO | 30 | 30 | 0.64% | 1.41% | 2.10% | Q2 2016 | Q3 2023 | 30 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 30 | 30 | 0.06% | 0.24% | 0.52% | Q2 2016 | Q3 2023 | 30 |
NISA INVESTMENT ADVISORS, LLC | 30 | 30 | 0.10% | 0.20% | 0.28% | Q2 2016 | Q3 2023 | 30 |
PEAPACK GLADSTONE FINANCIAL CORP | 30 | 30 | 0.03% | 0.09% | 0.28% | Q2 2016 | Q3 2023 | 30 |
BESSEMER GROUP INC | 30 | 30 | 0.00% | 0.33% | 1.03% | Q2 2016 | Q3 2023 | 30 |
CAPE COD FIVE CENTS SAVINGS BANK | 30 | 30 | 0.48% | 0.63% | 0.85% | Q2 2016 | Q3 2023 | 30 |
WELCH & FORBES LLC | 30 | 30 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q3 2023 | 30 |
NOMURA ASSET MANAGEMENT CO LTD | 30 | 30 | 0.17% | 0.32% | 0.67% | Q2 2016 | Q3 2023 | 30 |
Ameritas Investment Partners, Inc. | 30 | 30 | 0.04% | 0.18% | 0.27% | Q2 2016 | Q3 2023 | 30 |
TD ASSET MANAGEMENT INC | 30 | 30 | 0.02% | 0.12% | 0.34% | Q2 2016 | Q3 2023 | 30 |
FEDERATED HERMES, INC. | 30 | 30 | 0.00% | 0.08% | 0.36% | Q2 2016 | Q3 2023 | 30 |
DF DENT & CO INC | 30 | 30 | 1.72% | 2.14% | 2.43% | Q2 2016 | Q3 2023 | 30 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 30 | 30 | 0.99% | 1.35% | 1.79% | Q2 2016 | Q3 2023 | 30 |
VOYA INVESTMENT MANAGEMENT LLC | 30 | 30 | 0.02% | 0.26% | 0.64% | Q2 2016 | Q3 2023 | 30 |
Asset Management One Co., Ltd. | 30 | 30 | 0.07% | 0.20% | 0.31% | Q2 2016 | Q3 2023 | 30 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
BOWEN HANES & CO INC | 30 | 30 | 1.73% | 2.14% | 2.50% | Q2 2016 | Q3 2023 | 30 |
D.A. DAVIDSON & CO. | 30 | 30 | 0.00% | 0.33% | 0.57% | Q2 2016 | Q3 2023 | 30 |
HM PAYSON & CO | 30 | 30 | 0.20% | 1.00% | 1.60% | Q2 2016 | Q3 2023 | 30 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 30 | 30 | 0.07% | 0.26% | 0.62% | Q2 2016 | Q3 2023 | 30 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 30 | 30 | 0.12% | 0.21% | 0.32% | Q2 2016 | Q3 2023 | 30 |
GABELLI FUNDS LLC | 30 | 30 | 0.18% | 0.38% | 0.56% | Q2 2016 | Q3 2023 | 30 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 30 | 30 | 0.01% | 0.09% | 0.20% | Q2 2016 | Q3 2023 | 30 |
RAYMOND JAMES & ASSOCIATES | 30 | 30 | 0.02% | 0.09% | 0.25% | Q2 2016 | Q3 2023 | 30 |
HARTFORD INVESTMENT MANAGEMENT CO | 30 | 30 | 0.14% | 0.24% | 0.37% | Q2 2016 | Q3 2023 | 30 |
TRUIST FINANCIAL CORP | 30 | 30 | 0.01% | 0.07% | 0.21% | Q2 2016 | Q3 2023 | 30 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 30 | 30 | 0.06% | 0.13% | 0.22% | Q2 2016 | Q3 2023 | 30 |
RAYMOND JAMES TRUST N.A. | 30 | 30 | 0.05% | 0.09% | 0.14% | Q2 2016 | Q3 2023 | 30 |
KEYBANK NATIONAL ASSOCIATION/OH | 30 | 30 | 0.01% | 0.09% | 0.27% | Q2 2016 | Q3 2023 | 30 |
MACKENZIE FINANCIAL CORP | 30 | 30 | 0.05% | 0.30% | 0.72% | Q2 2016 | Q3 2023 | 30 |
SHELTON CAPITAL MANAGEMENT | 30 | 30 | 0.01% | 0.03% | 0.09% | Q2 2016 | Q3 2023 | 30 |
Markel Corporation | 30 | 30 | 0.38% | 0.61% | 0.90% | Q2 2016 | Q3 2023 | 30 |
AMALGAMATED BANK | 30 | 30 | 0.13% | 0.21% | 0.31% | Q2 2016 | Q3 2023 | 30 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 30 | 30 | 0.12% | 0.16% | 0.22% | Q2 2016 | Q3 2023 | 30 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 1 | 0.00% | 0.16% | 0.24% | Q2 2016 | Q4 2023 | 30 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA | 30 | 30 | 0.09% | 0.27% | 3.57% | Q2 2016 | Q3 2023 | 30 |
WEBSTER BANK, N. A. | 30 | 30 | 0.01% | 0.02% | 0.08% | Q2 2016 | Q3 2023 | 30 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 30 | 30 | 0.07% | 0.14% | 0.36% | Q2 2016 | Q3 2023 | 30 |
ALLIANCEBERNSTEIN L.P. | 30 | 30 | 0.07% | 0.19% | 0.41% | Q2 2016 | Q3 2023 | 30 |
GATEWAY INVESTMENT ADVISERS LLC | 30 | 30 | 0.02% | 0.23% | 0.60% | Q2 2016 | Q3 2023 | 30 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 30 | 30 | 0.23% | 0.58% | 0.86% | Q2 2016 | Q3 2023 | 30 |
RHUMBLINE ADVISERS | 30 | 30 | 0.12% | 0.21% | 0.31% | Q2 2016 | Q3 2023 | 30 |
Cannell & Co. | 30 | 30 | 0.05% | 0.10% | 0.14% | Q2 2016 | Q3 2023 | 30 |
LOGAN CAPITAL MANAGEMENT INC | 30 | 30 | 0.33% | 0.47% | 0.65% | Q2 2016 | Q3 2023 | 30 |
PRINCIPAL FINANCIAL GROUP INC | 30 | 30 | 0.18% | 0.36% | 0.60% | Q2 2016 | Q3 2023 | 30 |
EASTERN BANK | 30 | 30 | 0.02% | 0.05% | 0.16% | Q2 2016 | Q3 2023 | 30 |
WELLINGTON MANAGEMENT GROUP LLP | 30 | 30 | 0.00% | 0.19% | 0.60% | Q2 2016 | Q3 2023 | 30 |
Zurich Insurance Group Ltd/FI | 30 | 30 | 0.09% | 0.73% | 1.88% | Q2 2016 | Q3 2023 | 30 |
PROFUND ADVISORS LLC | 30 | 30 | 0.03% | 0.06% | 0.09% | Q2 2016 | Q3 2023 | 30 |
BRYN MAWR TRUST Co | 30 | 30 | 0.02% | 0.04% | 0.06% | Q2 2016 | Q3 2023 | 30 |
AXA S.A. | 30 | 30 | 0.08% | 0.23% | 0.48% | Q2 2016 | Q3 2023 | 30 |
BANK OF NOVA SCOTIA | 30 | 30 | 0.01% | 0.09% | 0.22% | Q2 2016 | Q3 2023 | 30 |
TRUST CO OF VERMONT | 30 | 30 | 0.03% | 0.10% | 0.16% | Q2 2016 | Q3 2023 | 30 |
RBF Capital, LLC | 30 | 30 | 0.77% | 1.19% | 1.78% | Q2 2016 | Q3 2023 | 30 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 30 | 30 | 0.12% | 0.43% | 0.90% | Q2 2016 | Q3 2023 | 30 |
PRUDENTIAL FINANCIAL INC | 30 | 30 | 0.06% | 0.18% | 0.41% | Q2 2016 | Q3 2023 | 30 |
WHITTIER TRUST CO | 30 | 30 | 0.01% | 0.16% | 0.38% | Q2 2016 | Q3 2023 | 30 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 30 | 30 | 0.00% | 0.08% | 0.61% | Q2 2016 | Q3 2023 | 30 |
AVIVA PLC | 30 | 30 | 0.11% | 0.28% | 0.71% | Q2 2016 | Q3 2023 | 30 |
NICHOLS & PRATT ADVISERS LLP /MA | 30 | 30 | 0.08% | 0.11% | 0.14% | Q2 2016 | Q3 2023 | 30 |
CONGRESS ASSET MANAGEMENT CO /MA | 30 | 30 | 0.00% | 0.30% | 1.28% | Q2 2016 | Q3 2023 | 30 |
Meiji Yasuda Life Insurance Co | 30 | 30 | 0.05% | 0.25% | 0.55% | Q2 2016 | Q3 2023 | 30 |
MORGAN STANLEY | 30 | 30 | 0.08% | 0.16% | 0.36% | Q2 2016 | Q3 2023 | 30 |
CIBC Asset Management Inc | 30 | 30 | 0.02% | 0.06% | 0.10% | Q2 2016 | Q3 2023 | 30 |
Jacobi Capital Management LLC | 30 | 30 | 0.01% | 0.05% | 0.11% | Q2 2016 | Q3 2023 | 30 |
KANAWHA CAPITAL MANAGEMENT LLC | 30 | 30 | 0.05% | 0.08% | 0.11% | Q2 2016 | Q3 2023 | 30 |
SENTRY INVESTMENT MANAGEMENT LLC | 30 | 30 | 0.09% | 0.31% | 0.56% | Q2 2016 | Q3 2023 | 30 |
AQR Capital Management | 30 | 30 | 0.02% | 0.08% | 0.14% | Q2 2016 | Q3 2023 | 30 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 30 | 30 | 0.00% | 0.27% | 0.79% | Q2 2016 | Q3 2023 | 30 |
BLS CAPITAL FONDSMAEGLERSELSKAB A/S | 30 | 30 | 2.62% | 6.01% | 11.54% | Q2 2016 | Q3 2023 | 30 |
LAZARD ASSET MANAGEMENT LLC | 30 | 30 | 0.05% | 0.48% | 0.83% | Q2 2016 | Q3 2023 | 30 |
SHELL ASSET MANAGEMENT CO | 30 | 30 | 0.07% | 0.36% | 0.73% | Q2 2016 | Q3 2023 | 30 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 30 | 30 | 0.09% | 0.15% | 0.22% | Q2 2016 | Q3 2023 | 30 |
GEODE CAPITAL MANAGEMENT, LLC | 30 | 30 | 0.11% | 0.20% | 0.34% | Q2 2016 | Q3 2023 | 30 |
NORDEA INVESTMENT MANAGEMENT AB | 30 | 30 | 0.08% | 0.29% | 0.60% | Q2 2016 | Q3 2023 | 30 |
TEXAS PERMANENT SCHOOL FUND CORP | 30 | 30 | 0.11% | 0.19% | 0.29% | Q2 2016 | Q3 2023 | 30 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 30 | 30 | 0.11% | 0.20% | 0.47% | Q2 2016 | Q3 2023 | 30 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 30 | 30 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 30 |
WHITTIER TRUST CO OF NEVADA INC | 30 | 30 | 0.00% | 0.12% | 0.30% | Q2 2016 | Q3 2023 | 30 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 30 | 30 | 0.01% | 0.10% | 0.42% | Q2 2016 | Q3 2023 | 30 |
JANUS HENDERSON GROUP PLC | 30 | 30 | 0.03% | 0.10% | 0.17% | Q2 2016 | Q3 2023 | 30 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 30 | 30 | 1.68% | 2.42% | 3.30% | Q2 2016 | Q3 2023 | 30 |
PRIVATE TRUST CO NA | 30 | 30 | 0.11% | 0.24% | 0.43% | Q2 2016 | Q3 2023 | 30 |
Laird Norton Wetherby Wealth Management, LLC | 30 | 30 | 0.12% | 0.21% | 0.30% | Q2 2016 | Q3 2023 | 30 |
CANTILLON CAPITAL MANAGEMENT LLC | 30 | 30 | 5.64% | 6.46% | 7.86% | Q2 2016 | Q3 2023 | 30 |
REGIONS FINANCIAL CORP | 30 | 30 | 0.03% | 0.11% | 0.32% | Q2 2016 | Q3 2023 | 30 |
GUGGENHEIM CAPITAL LLC | 30 | 30 | 0.03% | 0.15% | 0.26% | Q2 2016 | Q3 2023 | 30 |
CANADA PENSION PLAN INVESTMENT BOARD | 30 | 30 | 0.05% | 0.27% | 1.44% | Q2 2016 | Q3 2023 | 30 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 30 | 30 | 0.02% | 0.10% | 0.63% | Q2 2016 | Q3 2023 | 30 |
Advisors Asset Management, Inc. | 30 | 30 | 0.02% | 0.16% | 0.27% | Q2 2016 | Q3 2023 | 30 |
CIBC Private Wealth Group, LLC | 30 | 30 | 0.01% | 0.61% | 1.27% | Q2 2016 | Q3 2023 | 30 |
Skylands Capital, LLC | 30 | 30 | 0.25% | 0.49% | 1.06% | Q2 2016 | Q3 2023 | 30 |
Smithfield Trust Co | 30 | 30 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 30 |
UBS ASSET MANAGEMENT AMERICAS INC | 30 | 30 | 0.08% | 0.20% | 0.37% | Q2 2016 | Q3 2023 | 30 |
DELTA ASSET MANAGEMENT LLC/TN | 30 | 30 | 2.56% | 4.39% | 5.68% | Q2 2016 | Q3 2023 | 30 |
Proficio Capital Partners LLC | 30 | 30 | 0.01% | 0.12% | 0.35% | Q2 2016 | Q3 2023 | 30 |
QUADRANT CAPITAL GROUP LLC | 30 | 30 | 0.06% | 0.11% | 0.14% | Q2 2016 | Q3 2023 | 30 |
Edgewood Management | 30 | 30 | 3.68% | 4.40% | 5.09% | Q2 2016 | Q3 2023 | 30 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 30 | 30 | 0.02% | 0.08% | 0.35% | Q2 2016 | Q3 2023 | 30 |
Tredje AP-fonden | 30 | 30 | 0.11% | 0.28% | 0.49% | Q2 2016 | Q3 2023 | 30 |
Allen Investment Management, LLC | 30 | 30 | 0.85% | 1.76% | 4.44% | Q2 2016 | Q3 2023 | 30 |
NATIXIS ADVISORS, L.P. | 30 | 30 | 0.02% | 0.11% | 0.31% | Q2 2016 | Q3 2023 | 30 |
Baird Financial Group, Inc. | 30 | 30 | 0.04% | 0.17% | 0.23% | Q2 2016 | Q3 2023 | 30 |
AMICA MUTUAL INSURANCE CO | 30 | 30 | 0.14% | 0.40% | 0.80% | Q2 2016 | Q3 2023 | 30 |
STATE OF WISCONSIN INVESTMENT BOARD | 30 | 30 | 0.09% | 0.18% | 0.35% | Q2 2016 | Q3 2023 | 30 |
SCOTIA CAPITAL INC. | 30 | 30 | 0.01% | 0.02% | 0.07% | Q2 2016 | Q3 2023 | 30 |
River Wealth Advisors LLC | 30 | 30 | 0.22% | 0.40% | 0.55% | Q2 2016 | Q3 2023 | 30 |
Waverton Investment Management Ltd | 30 | 30 | 0.15% | 1.58% | 6.45% | Q2 2016 | Q3 2023 | 30 |
ASSETMARK, INC | 30 | 30 | 0.00% | 0.01% | 0.07% | Q2 2016 | Q3 2023 | 30 |
BROWN ADVISORY INC | 30 | 30 | 0.01% | 0.16% | 0.70% | Q2 2016 | Q3 2023 | 30 |
IFP Advisors, Inc | 17 | 13 | 0.01% | 0.04% | 0.21% | Q1 2016 | Q3 2023 | 30 |
ClearBridge Investments | 30 | 30 | 0.00% | 0.17% | 0.84% | Q2 2016 | Q3 2023 | 30 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 30 | 30 | 0.02% | 0.07% | 0.13% | Q2 2016 | Q3 2023 | 30 |
Rathbones Group PLC | 30 | 30 | 0.81% | 1.17% | 1.43% | Q2 2016 | Q3 2023 | 30 |
Echo Street Capital Management LLC | 30 | 30 | 0.01% | 1.08% | 1.97% | Q2 2016 | Q3 2023 | 30 |
CRAWFORD INVESTMENT COUNSEL INC | 30 | 30 | 0.64% | 1.18% | 1.55% | Q2 2016 | Q3 2023 | 30 |
ProShare Advisors LLC | 30 | 30 | 0.36% | 0.58% | 0.85% | Q2 2016 | Q3 2023 | 30 |
OPPENHEIMER & CO INC | 30 | 30 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 30 |
BlackRock Inc. | 30 | 30 | 0.11% | 0.20% | 0.31% | Q2 2016 | Q3 2023 | 30 |
JOHNSON INVESTMENT COUNSEL INC | 30 | 30 | 0.02% | 0.82% | 1.28% | Q2 2016 | Q3 2023 | 30 |
Peak Asset Management, LLC | 30 | 30 | 2.75% | 3.84% | 4.95% | Q2 2016 | Q3 2023 | 30 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 30 | 30 | 0.06% | 0.11% | 0.14% | Q2 2016 | Q3 2023 | 30 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 30 | 30 | 0.06% | 0.30% | 0.57% | Q2 2016 | Q3 2023 | 30 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 30 | 30 | 0.05% | 0.11% | 0.34% | Q2 2016 | Q3 2023 | 30 |
STRS OHIO | 30 | 30 | 0.08% | 0.33% | 0.49% | Q2 2016 | Q3 2023 | 30 |
AMERIPRISE FINANCIAL INC | 30 | 30 | 0.10% | 0.21% | 0.38% | Q2 2016 | Q3 2023 | 30 |
ALPS ADVISORS INC | 30 | 30 | 0.00% | 0.05% | 0.27% | Q2 2016 | Q3 2023 | 30 |
ANCHOR CAPITAL ADVISORS LLC | 30 | 30 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 30 |
NEW YORK STATE COMMON RETIREMENT FUND | 30 | 30 | 0.13% | 0.22% | 0.32% | Q2 2016 | Q3 2023 | 30 |
BANK OF STOCKTON | 30 | 30 | 0.11% | 0.18% | 0.23% | Q2 2016 | Q3 2023 | 30 |
BLB&B Advisors, LLC | 30 | 30 | 0.07% | 0.43% | 0.70% | Q2 2016 | Q3 2023 | 30 |
Compagnie Lombard Odier SCmA | 30 | 30 | 0.79% | 1.55% | 2.37% | Q2 2016 | Q3 2023 | 30 |
Rafferty Asset Management, LLC | 30 | 30 | 0.06% | 0.23% | 0.42% | Q2 2016 | Q3 2023 | 30 |
Bank of New York Mellon Corp | 30 | 30 | 0.08% | 0.17% | 0.29% | Q2 2016 | Q3 2023 | 30 |
Caprock Group, LLC | 30 | 30 | 0.05% | 0.10% | 0.21% | Q2 2016 | Q3 2023 | 30 |
GAMCO INVESTORS, INC. ET AL | 30 | 30 | 0.04% | 0.10% | 0.25% | Q2 2016 | Q3 2023 | 30 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 30 | 30 | 0.01% | 0.13% | 0.44% | Q2 2016 | Q3 2023 | 30 |
Choate Investment Advisors | 30 | 30 | 0.08% | 0.14% | 0.23% | Q2 2016 | Q3 2023 | 30 |
GHP Investment Advisors, Inc. | 30 | 30 | 0.22% | 0.29% | 0.43% | Q2 2016 | Q3 2023 | 30 |
ENVESTNET ASSET MANAGEMENT INC | 30 | 30 | 0.01% | 0.07% | 0.17% | Q2 2016 | Q3 2023 | 30 |
PRICE T ROWE ASSOCIATES INC /MD/ | 30 | 30 | 0.04% | 0.18% | 0.32% | Q2 2016 | Q3 2023 | 30 |
National Pension Service | 30 | 30 | 0.15% | 0.25% | 0.33% | Q2 2016 | Q3 2023 | 30 |
KBC Group NV | 30 | 30 | 0.05% | 0.42% | 0.82% | Q2 2016 | Q3 2023 | 30 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 30 | 30 | 0.04% | 0.19% | 0.32% | Q2 2016 | Q3 2023 | 30 |
Ninety One UK Ltd | 30 | 30 | 0.00% | 1.20% | 2.35% | Q2 2016 | Q3 2023 | 30 |
MACQUARIE GROUP LTD | 30 | 30 | 0.00% | 0.07% | 0.27% | Q2 2016 | Q3 2023 | 30 |
K.J. Harrison & Partners Inc | 30 | 30 | 0.30% | 0.98% | 2.12% | Q2 2016 | Q3 2023 | 30 |
Robeco Institutional Asset Management B.V. | 30 | 30 | 0.02% | 0.29% | 0.56% | Q2 2016 | Q3 2023 | 30 |
Cambridge Investment Research Advisors, Inc. | 30 | 30 | 0.01% | 0.05% | 0.15% | Q2 2016 | Q3 2023 | 30 |
CONNING INC. | 30 | 30 | 0.03% | 0.04% | 0.05% | Q2 2016 | Q3 2023 | 30 |
CIBC WORLD MARKET INC. | 30 | 30 | 0.01% | 0.04% | 0.08% | Q2 2016 | Q3 2023 | 30 |
PUTNAM INVESTMENTS LLC | 30 | 30 | 0.00% | 0.10% | 0.40% | Q2 2016 | Q3 2023 | 30 |
HOWE & RUSLING INC | 30 | 30 | 0.09% | 0.85% | 2.08% | Q2 2016 | Q3 2023 | 30 |
Legal & General Group Plc | 30 | 30 | 0.12% | 0.23% | 0.36% | Q2 2016 | Q3 2023 | 30 |
EMERALD ADVISERS, LLC | 30 | 30 | 0.02% | 0.06% | 0.18% | Q2 2016 | Q3 2023 | 30 |
CITIZENS FINANCIAL GROUP INC/RI | 30 | 30 | 0.03% | 0.40% | 0.88% | Q2 2016 | Q3 2023 | 30 |
Amica Retiree Medical Trust | 30 | 30 | 0.14% | 0.42% | 0.88% | Q2 2016 | Q3 2023 | 30 |
Hamilton Point Investment Advisors, LLC | 30 | 30 | 0.25% | 0.37% | 0.48% | Q2 2016 | Q3 2023 | 30 |
APG Asset Management N.V. | 30 | 30 | 0.01% | 0.11% | 0.48% | Q2 2016 | Q3 2023 | 30 |
Gulf International Bank (UK) Ltd | 30 | 30 | 0.13% | 0.24% | 0.35% | Q2 2016 | Q3 2023 | 30 |
Korea Investment CORP | 30 | 30 | 0.06% | 0.33% | 0.66% | Q2 2016 | Q3 2023 | 30 |
Checchi Capital Advisers, LLC | 30 | 30 | 0.04% | 0.08% | 0.12% | Q2 2016 | Q3 2023 | 30 |
AMERICAN CENTURY COMPANIES INC | 30 | 30 | 0.05% | 0.25% | 0.66% | Q2 2016 | Q3 2023 | 30 |
Pettee Investors, Inc. | 30 | 30 | 0.88% | 1.26% | 1.66% | Q2 2016 | Q3 2023 | 30 |
NORTHERN TRUST CORP | 30 | 30 | 0.10% | 0.18% | 0.27% | Q2 2016 | Q3 2023 | 30 |
Retirement Systems of Alabama | 30 | 30 | 0.10% | 0.15% | 0.19% | Q2 2016 | Q3 2023 | 30 |
METROPOLITAN LIFE INSURANCE CO/NY | 30 | 30 | 0.11% | 0.20% | 0.31% | Q2 2016 | Q3 2023 | 30 |
FIRST MANHATTAN CO. LLC. | 30 | 30 | 0.07% | 0.34% | 1.01% | Q2 2016 | Q3 2023 | 30 |
Parkside Financial Bank & Trust | 30 | 30 | 0.01% | 0.09% | 0.25% | Q2 2016 | Q3 2023 | 30 |
First Horizon Advisors, Inc. | 30 | 30 | 0.00% | 0.10% | 0.55% | Q2 2016 | Q3 2023 | 30 |
State of Tennessee, Treasury Department | 30 | 30 | 0.03% | 0.14% | 0.34% | Q2 2016 | Q3 2023 | 30 |
Reynders McVeigh Capital Management, LLC | 30 | 30 | 0.04% | 0.07% | 0.10% | Q2 2016 | Q3 2023 | 30 |
Sandy Spring Bank | 30 | 30 | 0.00% | 0.05% | 0.23% | Q2 2016 | Q3 2023 | 30 |
Chevy Chase Trust Holdings, LLC | 30 | 30 | 0.12% | 0.21% | 0.30% | Q2 2016 | Q3 2023 | 30 |
Mitsubishi UFJ Trust & Banking Corp | 30 | 30 | 0.12% | 0.23% | 0.37% | Q2 2016 | Q3 2023 | 30 |
Raymond James Financial Services Advisors, Inc. | 30 | 30 | 0.01% | 0.06% | 0.18% | Q2 2016 | Q3 2023 | 30 |
STIFEL FINANCIAL CORP | 30 | 30 | 0.02% | 0.12% | 0.24% | Q2 2016 | Q3 2023 | 30 |
Kentucky Retirement Systems Insurance Trust Fund | 30 | 30 | 0.15% | 0.26% | 0.38% | Q2 2016 | Q3 2023 | 30 |
Neuberger Berman Group LLC | 30 | 30 | 0.00% | 0.17% | 0.60% | Q2 2016 | Q3 2023 | 30 |
BROWN BROTHERS HARRIMAN & CO | 30 | 30 | 0.00% | 0.63% | 1.98% | Q2 2016 | Q3 2023 | 30 |
Mitsubishi UFJ Asset Management Co., Ltd. | 30 | 30 | 0.11% | 0.25% | 0.47% | Q2 2016 | Q3 2023 | 30 |
WESTPAC BANKING CORP | 30 | 30 | 0.02% | 0.18% | 0.31% | Q2 2016 | Q3 2023 | 30 |
Sumitomo Mitsui Trust Holdings, Inc. | 30 | 30 | 0.13% | 0.21% | 0.33% | Q2 2016 | Q3 2023 | 30 |
EXENCIAL WEALTH ADVISORS, LLC | 30 | 30 | 0.80% | 1.14% | 1.55% | Q2 2016 | Q3 2023 | 30 |
Blue Fin Capital, Inc. | 30 | 30 | 0.15% | 0.36% | 0.59% | Q2 2016 | Q3 2023 | 30 |
PNC FINANCIAL SERVICES GROUP, INC. | 30 | 30 | 0.19% | 0.28% | 0.44% | Q2 2016 | Q3 2023 | 30 |
ALTFEST L J & CO INC | 30 | 30 | 0.44% | 0.62% | 0.96% | Q2 2016 | Q3 2023 | 30 |
Daiwa Securities Group Inc. | 30 | 30 | 0.01% | 0.03% | 0.08% | Q2 2016 | Q3 2023 | 30 |
Evercore Wealth Management, LLC | 30 | 30 | 0.02% | 0.05% | 0.09% | Q2 2016 | Q3 2023 | 30 |
OLD NATIONAL BANCORP /IN/ | 30 | 30 | 0.02% | 0.04% | 0.12% | Q2 2016 | Q3 2023 | 30 |
Independent Franchise Partners LLP | 30 | 30 | 1.75% | 4.71% | 6.53% | Q2 2016 | Q3 2023 | 30 |
Meiji Yasuda Asset Management Co Ltd. | 30 | 30 | 0.33% | 0.59% | 1.83% | Q2 2016 | Q3 2023 | 30 |
JENNISON ASSOCIATES LLC | 30 | 30 | 0.12% | 0.60% | 1.05% | Q2 2016 | Q3 2023 | 30 |
Norinchukin Bank, The | 30 | 30 | 0.02% | 0.24% | 1.09% | Q2 2016 | Q3 2023 | 30 |
AMERICAN INTERNATIONAL GROUP, INC. | 30 | 30 | 0.04% | 0.14% | 0.28% | Q2 2016 | Q3 2023 | 30 |
Gotham Asset Management, LLC | 30 | 30 | 0.00% | 0.12% | 0.50% | Q2 2016 | Q3 2023 | 30 |
Court Place Advisors, LLC | 30 | 30 | 1.23% | 2.06% | 2.81% | Q2 2016 | Q3 2023 | 30 |
EXCALIBUR MANAGEMENT CORP | 30 | 30 | 0.46% | 0.74% | 1.05% | Q2 2016 | Q3 2023 | 30 |
CENTRAL TRUST Co | 30 | 30 | 0.03% | 0.11% | 0.21% | Q2 2016 | Q3 2023 | 30 |
FRANKLIN RESOURCES INC | 30 | 30 | 0.00% | 0.10% | 0.19% | Q2 2016 | Q3 2023 | 30 |
US BANCORP \DE\ | 30 | 30 | 0.08% | 0.16% | 0.21% | Q2 2016 | Q3 2023 | 30 |
FIFTH THIRD BANCORP | 30 | 30 | 0.03% | 0.12% | 0.22% | Q2 2016 | Q3 2023 | 30 |
FIDUCIARY TRUST CO | 30 | 30 | 0.05% | 0.13% | 0.21% | Q2 2016 | Q3 2023 | 30 |
DIMENSIONAL FUND ADVISORS LP | 30 | 30 | 0.03% | 0.08% | 0.12% | Q2 2016 | Q3 2023 | 30 |
Diligent Investors, LLC | 30 | 30 | 1.08% | 1.57% | 2.11% | Q2 2016 | Q3 2023 | 30 |
Utah Retirement Systems | 30 | 30 | 0.13% | 0.23% | 0.34% | Q2 2016 | Q3 2023 | 30 |
FRED ALGER MANAGEMENT, LLC | 30 | 30 | 0.13% | 0.71% | 1.18% | Q2 2016 | Q3 2023 | 30 |
Livforsakringsbolaget Skandia, Omsesidigt | 30 | 30 | 0.02% | 0.07% | 0.13% | Q2 2016 | Q3 2023 | 30 |
SEI INVESTMENTS CO | 30 | 30 | 0.11% | 0.29% | 0.53% | Q2 2016 | Q3 2023 | 30 |
FIL Ltd | 30 | 30 | 0.10% | 0.23% | 0.31% | Q2 2016 | Q3 2023 | 30 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 30 | 30 | 0.05% | 0.07% | 0.11% | Q2 2016 | Q3 2023 | 30 |
BNP Paribas Asset Management Holding S.A. | 30 | 30 | 0.16% | 0.46% | 0.79% | Q2 2016 | Q3 2023 | 30 |
Nuveen Asset Management, LLC | 30 | 30 | 0.01% | 0.23% | 0.48% | Q2 2016 | Q3 2023 | 30 |
Granite Investment Partners, LLC | 30 | 30 | 0.04% | 0.77% | 1.29% | Q2 2016 | Q3 2023 | 30 |
FMR LLC | 30 | 30 | 0.11% | 0.19% | 0.28% | Q2 2016 | Q3 2023 | 30 |
PITCAIRN CO | 30 | 30 | 0.03% | 0.09% | 0.33% | Q2 2016 | Q3 2023 | 30 |
THRIVENT FINANCIAL FOR LUTHERANS | 30 | 30 | 0.00% | 0.20% | 0.44% | Q2 2016 | Q3 2023 | 30 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 30 | 30 | 0.12% | 0.22% | 0.32% | Q2 2016 | Q3 2023 | 30 |
GLENMEDE TRUST CO NA | 30 | 30 | 0.01% | 0.04% | 0.16% | Q2 2016 | Q3 2023 | 30 |
LOOMIS SAYLES & CO L P | 30 | 30 | 0.12% | 0.31% | 0.60% | Q2 2016 | Q3 2023 | 30 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 30 | 30 | 0.14% | 0.24% | 0.37% | Q2 2016 | Q3 2023 | 30 |
TORONTO DOMINION BANK | 30 | 30 | 0.00% | 0.07% | 0.13% | Q2 2016 | Q3 2023 | 30 |
BRISTOL JOHN W & CO INC /NY/ | 30 | 30 | 1.24% | 2.09% | 3.12% | Q2 2016 | Q3 2023 | 30 |
Allianz Asset Management GmbH | 30 | 30 | 0.10% | 0.45% | 0.84% | Q2 2016 | Q3 2023 | 30 |
Lombard Odier Asset Management (Europe) Ltd | 18 | 11 | 0.02% | 0.36% | 1.47% | Q2 2016 | Q3 2023 | 29 |
Point72 Hong Kong Ltd | 8 | 1 | 0.00% | 0.14% | 0.65% | Q2 2016 | Q3 2022 | 29 |
Penserra Capital Management LLC | 26 | 3 | 0.00% | 0.04% | 0.38% | Q2 2016 | Q3 2023 | 29 |
CHICAGO TRUST Co NA | 27 | 2 | 0.09% | 0.18% | 0.30% | Q2 2016 | Q3 2023 | 29 |
AMF Tjanstepension AB | 29 | 29 | 0.25% | 0.44% | 0.81% | Q3 2016 | Q3 2023 | 29 |
VICTORY CAPITAL MANAGEMENT INC | 29 | 29 | 0.00% | 0.06% | 0.14% | Q3 2016 | Q3 2023 | 29 |
Veritable, L.P. | 29 | 29 | 0.04% | 0.07% | 0.10% | Q2 2016 | Q2 2023 | 29 |
SUMITOMO LIFE INSURANCE CO | 29 | 29 | 0.07% | 0.27% | 0.49% | Q3 2016 | Q3 2023 | 29 |
INGALLS & SNYDER LLC | 29 | 29 | 0.02% | 0.03% | 0.05% | Q3 2016 | Q3 2023 | 29 |
J.P. Morgan Private Wealth Advisors LLC | 28 | 1 | 0.01% | 0.07% | 0.18% | Q2 2016 | Q3 2023 | 29 |
CREDIT AGRICOLE S A | 22 | 6 | 0.00% | 0.19% | 0.65% | Q2 2016 | Q3 2023 | 29 |
Connor, Clark & Lunn Investment Management Ltd. | 24 | 5 | 0.02% | 0.14% | 0.26% | Q2 2016 | Q3 2023 | 29 |
Skandinaviska Enskilda Banken AB (publ) | 27 | 2 | 0.02% | 0.28% | 0.95% | Q2 2016 | Q3 2023 | 29 |
Verition Fund Management LLC | 9 | 1 | 0.00% | 0.06% | 0.21% | Q2 2016 | Q3 2023 | 29 |
LORD, ABBETT & CO. LLC | 29 | 29 | 0.07% | 0.17% | 0.48% | Q3 2016 | Q3 2023 | 29 |
BEACH INVESTMENT COUNSEL INC/PA | 28 | 1 | 0.02% | 0.05% | 0.10% | Q3 2016 | Q4 2023 | 29 |
Kistler-Tiffany Companies, LLC | 29 | 29 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q2 2023 | 29 |
Ninety One SA (PTY) Ltd | 29 | 29 | 0.07% | 0.60% | 1.38% | Q3 2016 | Q3 2023 | 29 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 24 | 5 | 0.18% | 0.28% | 0.44% | Q2 2016 | Q3 2023 | 29 |
Private Advisor Group, LLC | 27 | 27 | 0.00% | 0.03% | 0.06% | Q1 2017 | Q3 2023 | 29 |
Rehmann Capital Advisory Group | 15 | 14 | 0.04% | 0.07% | 0.09% | Q2 2016 | Q3 2023 | 29 |
Progressive Investment Management Corp | 26 | 3 | 0.43% | 2.84% | 4.11% | Q2 2016 | Q3 2023 | 29 |
BOKF, NA | 20 | 9 | 0.06% | 0.26% | 0.46% | Q2 2016 | Q3 2023 | 29 |
USS Investment Management Ltd | 29 | 29 | 0.25% | 1.31% | 2.76% | Q3 2016 | Q3 2023 | 29 |
TCW GROUP INC | 26 | 3 | 0.02% | 1.12% | 2.58% | Q2 2016 | Q3 2023 | 29 |
WATERS PARKERSON & CO., LLC | 27 | 2 | 0.02% | 0.03% | 0.05% | Q2 2016 | Q3 2023 | 29 |
Artisan Partners Limited Partnership | 18 | 10 | 0.03% | 0.75% | 1.98% | Q2 2016 | Q3 2023 | 29 |
1832 Asset Management L.P. | 25 | 4 | 0.00% | 0.16% | 1.19% | Q2 2016 | Q3 2023 | 29 |
IMS Capital Management | 29 | 29 | 0.16% | 0.90% | 1.44% | Q3 2016 | Q3 2023 | 29 |
GAM Holding AG | 24 | 5 | 0.01% | 0.17% | 0.44% | Q2 2016 | Q3 2023 | 29 |
Ironwood Investment Counsel, LLC | 29 | 29 | 0.08% | 0.15% | 0.25% | Q3 2016 | Q3 2023 | 29 |
Janney Montgomery Scott LLC | 29 | 29 | 0.02% | 0.06% | 0.12% | Q3 2016 | Q3 2023 | 29 |
PITTENGER & ANDERSON INC | 29 | 29 | 0.28% | 0.64% | 0.92% | Q3 2016 | Q3 2023 | 29 |
Clean Yield Group | 19 | 10 | 0.02% | 0.09% | 0.24% | Q2 2016 | Q3 2023 | 29 |
Mn Services Vermogensbeheer B.V. | 19 | 10 | 0.14% | 0.41% | 0.68% | Q2 2016 | Q3 2023 | 29 |
SG Americas Securities, LLC | 29 | 29 | 0.00% | 0.05% | 0.16% | Q3 2016 | Q3 2023 | 29 |
FIRST TRUST ADVISORS LP | 19 | 10 | 0.00% | 0.10% | 0.23% | Q2 2016 | Q3 2023 | 29 |
COMERICA BANK | 27 | 2 | 0.00% | 0.14% | 0.24% | Q2 2016 | Q3 2023 | 29 |
Advisory Services Network, LLC | 27 | 2 | 0.01% | 0.05% | 0.13% | Q2 2016 | Q3 2023 | 29 |
Polaris Wealth Advisory Group, LLC | 27 | 1 | 0.08% | 0.68% | 1.96% | Q3 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.01% | 0.15% | 0.45% | Q4 2016 | Q3 2023 | 28 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 26 | 1 | 0.00% | 0.03% | 0.07% | Q2 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 28 |
TCI Wealth Advisors, Inc. | 28 | 28 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q1 2023 | 28 |
Andra AP-fonden | 12 | 6 | 0.04% | 0.16% | 0.33% | Q2 2016 | Q3 2023 | 28 |
Schonfeld Strategic Advisors LLC | 21 | 1 | 0.02% | 0.36% | 1.11% | Q2 2016 | Q3 2023 | 28 |
Harbor Advisors LLC | 28 | 28 | 0.41% | 0.80% | 1.07% | Q4 2016 | Q3 2023 | 28 |
Northcape Capital Pty Ltd | 28 | 28 | 0.17% | 0.46% | 0.74% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.00% | 0.06% | 0.17% | Q4 2016 | Q3 2023 | 28 |
Round Hill Asset Management | 28 | 28 | 9.30% | 11.90% | 13.58% | Q4 2016 | Q3 2023 | 28 |
Trust Co | 28 | 28 | 0.03% | 0.11% | 0.25% | Q2 2016 | Q1 2023 | 28 |
Spears Abacus Advisors LLC | 27 | 1 | 0.02% | 0.10% | 0.39% | Q3 2016 | Q3 2023 | 28 |
Pflug Koory, LLC | 28 | 28 | 0.24% | 0.52% | 0.68% | Q4 2016 | Q3 2023 | 28 |
ING GROEP NV | 28 | 28 | 0.02% | 0.14% | 0.80% | Q2 2016 | Q1 2023 | 28 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 28 | 28 | 1.32% | 1.55% | 1.98% | Q4 2016 | Q3 2023 | 28 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 20 | 1 | 0.11% | 0.20% | 0.37% | Q2 2016 | Q3 2023 | 28 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 28 | 0.00% | 0.02% | 0.10% | Q4 2016 | Q3 2023 | 28 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 16 | 12 | 0.02% | 0.20% | 0.44% | Q2 2016 | Q3 2023 | 28 |
Thomasville National Bank | 27 | 1 | 0.06% | 0.19% | 0.48% | Q2 2016 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q3 2023 | 28 |
CWM, LLC | 20 | 8 | 0.00% | 0.07% | 0.14% | Q3 2016 | Q3 2023 | 28 |
Valley Forge Capital Management, LP | 28 | 28 | 18.18% | 23.04% | 30.34% | Q4 2016 | Q3 2023 | 28 |
FARMERS & MERCHANTS INVESTMENTS INC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
BALYASNY ASSET MANAGEMENT L.P. | 15 | 1 | 0.00% | 0.14% | 0.66% | Q2 2016 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.10% | 0.21% | 0.38% | Q4 2016 | Q3 2023 | 28 |
Radnor Capital Management, LLC | 28 | 28 | 0.07% | 0.18% | 0.51% | Q4 2016 | Q3 2023 | 28 |
Clearstead Advisors, LLC | 28 | 28 | 0.05% | 0.13% | 0.19% | Q4 2016 | Q3 2023 | 28 |
Richard Bernstein Advisors LLC | 28 | 28 | 0.02% | 0.13% | 0.29% | Q2 2016 | Q1 2023 | 28 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 28 | 28 | 0.01% | 0.21% | 0.42% | Q4 2016 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.08% | 0.27% | 0.49% | Q4 2016 | Q3 2023 | 28 |
Pacer Advisors, Inc. | 14 | 4 | 0.00% | 0.09% | 0.35% | Q2 2016 | Q3 2023 | 28 |
Artemis Investment Management LLP | 28 | 28 | 0.05% | 0.47% | 1.77% | Q2 2016 | Q1 2023 | 28 |
EVERENCE CAPITAL MANAGEMENT INC | 28 | 28 | 0.18% | 0.25% | 0.33% | Q4 2016 | Q3 2023 | 28 |
CIBC WORLD MARKETS CORP | 28 | 28 | 0.02% | 0.24% | 0.88% | Q4 2016 | Q3 2023 | 28 |
Bishop Rock Capital, L.P. | 28 | 28 | 3.72% | 5.48% | 7.89% | Q4 2016 | Q3 2023 | 28 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 27 | 27 | 0.01% | 0.57% | 1.07% | Q1 2017 | Q3 2023 | 27 |
Nippon Life Global Investors Americas, Inc. | 15 | 1 | 0.44% | 1.00% | 1.63% | Q2 2016 | Q3 2023 | 27 |
STOCK YARDS BANK & TRUST CO | 27 | 27 | 0.03% | 0.06% | 0.17% | Q1 2017 | Q3 2023 | 27 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 27 | 27 | 0.00% | 0.02% | 0.11% | Q1 2017 | Q3 2023 | 27 |
Baystate Wealth Management LLC | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
GEORGE KAISER FAMILY FOUNDATION | 27 | 27 | 0.31% | 0.58% | 1.10% | Q1 2017 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.03% | 0.18% | 0.33% | Q1 2017 | Q3 2023 | 27 |
NATIXIS | 14 | 4 | 0.00% | 0.35% | 1.16% | Q3 2016 | Q3 2023 | 27 |
BANK OF HAWAII | 27 | 27 | 0.02% | 0.12% | 0.17% | Q1 2017 | Q3 2023 | 27 |
Intermede Investment Partners Ltd | 27 | 27 | 2.22% | 4.17% | 5.61% | Q1 2017 | Q3 2023 | 27 |
GOFEN & GLOSSBERG LLC /IL/ | 27 | 27 | 0.01% | 0.04% | 0.11% | Q2 2016 | Q4 2022 | 27 |
BLAIR WILLIAM & CO/IL | 27 | 27 | 0.00% | 0.08% | 0.29% | Q1 2017 | Q3 2023 | 27 |
Maple Capital Management, Inc. | 18 | 9 | 0.13% | 1.17% | 2.21% | Q2 2016 | Q3 2023 | 27 |
Calamos Advisors LLC | 23 | 1 | 0.06% | 0.10% | 0.20% | Q3 2016 | Q3 2023 | 27 |
TCI Fund Management | 27 | 27 | 0.20% | 4.37% | 12.01% | Q1 2017 | Q3 2023 | 27 |
Cypress Capital Group | 27 | 27 | 0.27% | 0.61% | 0.84% | Q1 2017 | Q3 2023 | 27 |
IFM Investors Pty Ltd | 19 | 8 | 0.17% | 0.26% | 0.36% | Q4 2016 | Q3 2023 | 27 |
Tower Research Capital LLC (TRC) | 22 | 1 | 0.00% | 0.09% | 0.22% | Q2 2016 | Q3 2023 | 27 |
State of Alaska, Department of Revenue | 27 | 27 | 0.01% | 0.17% | 0.25% | Q1 2017 | Q3 2023 | 27 |
NORGES BANK | 27 | 27 | 0.06% | 0.16% | 0.29% | Q2 2016 | Q4 2022 | 27 |
Atria Investments, Inc | 27 | 27 | 0.02% | 0.12% | 0.28% | Q1 2017 | Q3 2023 | 27 |
Dorsey & Whitney Trust CO LLC | 27 | 27 | 0.04% | 0.07% | 0.10% | Q1 2017 | Q3 2023 | 27 |
EP Wealth Advisors, LLC | 27 | 27 | 0.01% | 0.76% | 1.22% | Q1 2017 | Q3 2023 | 27 |
Wellington Shields & Co., LLC | 16 | 1 | 0.06% | 0.91% | 1.35% | Q3 2016 | Q3 2023 | 27 |
Penobscot Investment Management Company, Inc. | 27 | 27 | 0.07% | 1.11% | 1.58% | Q1 2017 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 27 |
Employees Retirement System of Texas | 18 | 9 | 0.01% | 0.22% | 0.36% | Q2 2016 | Q1 2023 | 27 |
Cerity Partners LLC | 27 | 27 | 0.02% | 0.13% | 0.30% | Q1 2017 | Q3 2023 | 27 |
DOCK STREET ASSET MANAGEMENT INC | 27 | 27 | 1.60% | 2.87% | 4.71% | Q1 2017 | Q3 2023 | 27 |
WASHINGTON TRUST Co | 15 | 12 | 0.07% | 0.35% | 0.77% | Q4 2016 | Q3 2023 | 27 |
TWO SIGMA SECURITIES, LLC | 7 | 1 | 0.00% | 0.05% | 0.26% | Q2 2016 | Q3 2023 | 27 |
CENTRAL BANK & TRUST CO | 26 | 1 | 0.00% | 1.58% | 2.04% | Q3 2016 | Q3 2023 | 27 |
Provident Investment Management, Inc. | 26 | 26 | 2.67% | 5.26% | 6.90% | Q2 2017 | Q3 2023 | 26 |
Nicholas Hoffman & Company, LLC. | 26 | 26 | 0.02% | 0.11% | 0.27% | Q2 2017 | Q3 2023 | 26 |
HANCOCK WHITNEY CORP | 26 | 26 | 0.02% | 0.11% | 0.37% | Q2 2017 | Q3 2023 | 26 |
SIGNATUREFD, LLC | 24 | 2 | 0.01% | 0.04% | 0.06% | Q2 2016 | Q3 2023 | 26 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 19 | 1 | 0.03% | 0.48% | 1.16% | Q3 2016 | Q3 2023 | 26 |
SHEPHERD KAPLAN KROCHUK, LLC | 26 | 26 | 0.39% | 1.02% | 3.04% | Q2 2016 | Q3 2022 | 26 |
Colonial Trust Advisors | 26 | 26 | 0.53% | 0.89% | 1.31% | Q2 2017 | Q3 2023 | 26 |
GREAT LAKES ADVISORS, LLC | 22 | 4 | 0.01% | 0.11% | 0.50% | Q3 2016 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 26 |
DekaBank Deutsche Girozentrale | 16 | 1 | 0.09% | 0.15% | 0.28% | Q2 2016 | Q3 2023 | 26 |
DIMENSION CAPITAL MANAGEMENT LLC | 26 | 26 | 0.08% | 0.16% | 0.22% | Q1 2017 | Q2 2023 | 26 |
NS Partners Ltd | 26 | 26 | 1.14% | 1.51% | 1.80% | Q2 2017 | Q3 2023 | 26 |
PINNACLE FINANCIAL PARTNERS INC | 26 | 26 | 0.14% | 0.32% | 0.73% | Q2 2017 | Q3 2023 | 26 |
PARSONS CAPITAL MANAGEMENT INC/RI | 26 | 26 | 0.09% | 0.13% | 0.19% | Q2 2017 | Q3 2023 | 26 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 24 | 2 | 0.03% | 0.48% | 1.00% | Q2 2016 | Q4 2022 | 26 |
VIKING FUND MANAGEMENT LLC | 26 | 26 | 0.04% | 0.32% | 0.62% | Q2 2017 | Q3 2023 | 26 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.02% | 0.11% | 0.32% | Q4 2016 | Q3 2023 | 26 |
LPL Financial LLC | 26 | 26 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 26 |
American Research & Management Co. | 26 | 26 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2022 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.11% | 0.17% | 0.26% | Q3 2016 | Q3 2023 | 26 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 4 | 0.07% | 0.09% | 0.11% | Q1 2017 | Q3 2023 | 26 |
EATON VANCE MANAGEMENT | 26 | 26 | 0.16% | 0.32% | 0.46% | Q2 2016 | Q3 2022 | 26 |
COLONY GROUP LLC | 26 | 26 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 26 |
Boston Trust Walden Corp | 26 | 26 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2023 | 26 |
Mirae Asset Global Investments Co., Ltd. | 22 | 1 | 0.00% | 0.06% | 0.17% | Q2 2016 | Q3 2023 | 26 |
MUFG Americas Holdings Corp | 26 | 26 | 0.06% | 0.09% | 0.12% | Q2 2016 | Q3 2022 | 26 |
Israel Discount Bank of New York | 17 | 9 | 0.18% | 0.38% | 0.54% | Q1 2017 | Q3 2023 | 26 |
FDx Advisors, Inc. | 19 | 1 | 0.01% | 0.04% | 0.17% | Q3 2016 | Q3 2023 | 26 |
Texas Yale Capital Corp. | 26 | 26 | 0.05% | 0.10% | 0.15% | Q2 2017 | Q3 2023 | 26 |
CULLINAN ASSOCIATES INC | 26 | 26 | 0.78% | 2.75% | 5.77% | Q2 2017 | Q3 2023 | 26 |
Douglass Winthrop Advisors, LLC | 15 | 11 | 0.01% | 0.93% | 2.44% | Q2 2016 | Q3 2023 | 26 |
Balentine LLC | 18 | 7 | 0.00% | 0.02% | 0.05% | Q2 2016 | Q3 2023 | 25 |
Chesley Taft & Associates LLC | 25 | 25 | 0.08% | 0.19% | 0.26% | Q3 2017 | Q3 2023 | 25 |
Segment Wealth Management, LLC | 25 | 25 | 0.07% | 0.33% | 0.95% | Q3 2017 | Q3 2023 | 25 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 15 | 10 | 0.00% | 0.07% | 0.30% | Q3 2016 | Q3 2023 | 25 |
DUPONT CAPITAL MANAGEMENT CORP | 23 | 2 | 0.00% | 0.36% | 1.17% | Q2 2017 | Q3 2023 | 25 |
Decatur Capital Management, Inc. | 24 | 1 | 1.04% | 1.55% | 2.40% | Q2 2016 | Q3 2023 | 25 |
UMB Bank, n.a. | 11 | 1 | 0.01% | 0.02% | 0.05% | Q2 2016 | Q3 2023 | 25 |
ADVISOR PARTNERS LLC | 25 | 25 | 0.10% | 0.22% | 0.35% | Q2 2016 | Q2 2022 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
SYNOVUS FINANCIAL CORP | 24 | 1 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 25 |
GREENLEAF TRUST | 25 | 25 | 0.00% | 0.14% | 0.25% | Q3 2017 | Q3 2023 | 25 |
Pensionfund Sabic | 25 | 25 | 0.51% | 0.68% | 0.83% | Q2 2016 | Q2 2022 | 25 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 18 | 3 | 0.15% | 0.51% | 1.19% | Q2 2016 | Q3 2023 | 25 |
WEDBUSH SECURITIES INC | 14 | 11 | 0.03% | 0.06% | 0.08% | Q4 2016 | Q3 2023 | 25 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 25 | 25 | 0.03% | 0.04% | 0.07% | Q3 2017 | Q3 2023 | 25 |
Janney Capital Management LLC | 19 | 3 | 0.01% | 0.04% | 0.48% | Q4 2016 | Q3 2023 | 25 |
abrdn plc | 25 | 25 | 0.09% | 0.22% | 0.71% | Q3 2017 | Q3 2023 | 25 |
EFG Asset Management (Americas) Corp. | 25 | 25 | 0.61% | 1.76% | 2.62% | Q3 2017 | Q3 2023 | 25 |
HUNTINGTON NATIONAL BANK | 25 | 25 | 0.11% | 0.15% | 0.21% | Q3 2017 | Q3 2023 | 25 |
DELTEC ASSET MANAGEMENT LLC | 25 | 25 | 0.25% | 0.65% | 1.04% | Q4 2016 | Q4 2022 | 25 |
GRIFFIN ASSET MANAGEMENT, INC. | 25 | 25 | 0.05% | 0.08% | 0.10% | Q3 2017 | Q3 2023 | 25 |
CUTLER INVESTMENT COUNSEL LLC | 25 | 25 | 0.14% | 0.22% | 0.30% | Q3 2017 | Q3 2023 | 25 |
Robeco Schweiz AG | 25 | 25 | 0.01% | 0.08% | 0.27% | Q3 2016 | Q3 2022 | 25 |
TIAA, FSB | 25 | 25 | 0.01% | 0.05% | 0.10% | Q2 2017 | Q2 2023 | 25 |
ROOSEVELT INVESTMENT GROUP LLC | 25 | 25 | 0.72% | 1.43% | 2.10% | Q3 2016 | Q3 2022 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 25 |
BARINGS LLC | 20 | 1 | 0.01% | 0.06% | 0.27% | Q2 2016 | Q1 2023 | 25 |
CenterStar Asset Management, LLC | 10 | 1 | 0.00% | 0.21% | 0.70% | Q3 2019 | Q2 2022 | 25 |
STEPHENS INC /AR/ | 25 | 25 | 0.02% | 0.05% | 0.10% | Q3 2017 | Q3 2023 | 25 |
Belpointe Asset Management LLC | 25 | 25 | 0.10% | 0.14% | 0.28% | Q3 2017 | Q3 2023 | 25 |
Renaissance Technologies | 10 | 1 | 0.01% | 0.13% | 0.32% | Q2 2016 | Q2 2023 | 24 |
IBM Retirement Fund | 24 | 24 | 0.12% | 0.21% | 0.32% | Q2 2016 | Q1 2022 | 24 |
MOTCO | 15 | 1 | 0.00% | 0.07% | 0.54% | Q3 2016 | Q3 2023 | 24 |
MERIDIAN INVESTMENT COUNSEL INC. | 24 | 24 | 0.10% | 0.14% | 0.21% | Q4 2017 | Q3 2023 | 24 |
Cetera Advisor Networks LLC | 23 | 1 | 0.01% | 0.02% | 0.06% | Q3 2016 | Q3 2023 | 24 |
TWO SIGMA ADVISERS, LP | 15 | 9 | 0.01% | 0.29% | 1.24% | Q2 2016 | Q2 2022 | 24 |
Savant Capital, LLC | 23 | 1 | 0.02% | 0.03% | 0.06% | Q3 2017 | Q3 2023 | 24 |
Aristotle Atlantic Partners, LLC | 24 | 24 | 0.07% | 0.30% | 1.33% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.05% | 0.40% | Q4 2017 | Q3 2023 | 24 |
Ironvine Capital Partners, LLC | 24 | 24 | 1.71% | 4.22% | 5.31% | Q4 2017 | Q3 2023 | 24 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 15 | 3 | 0.00% | 0.04% | 0.07% | Q2 2016 | Q3 2023 | 24 |
Bell Asset Management Ltd | 24 | 24 | 0.91% | 1.36% | 1.84% | Q4 2017 | Q3 2023 | 24 |
RMB Capital Management, LLC | 24 | 24 | 0.01% | 0.42% | 1.59% | Q4 2017 | Q3 2023 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.17% | 0.20% | 0.25% | Q4 2017 | Q3 2023 | 24 |
Olstein Capital Management, L.P. | 20 | 4 | 0.31% | 0.59% | 1.08% | Q1 2017 | Q3 2023 | 24 |
NN Investment Partners Holdings N.V. | 24 | 24 | 0.01% | 1.18% | 2.07% | Q2 2016 | Q1 2022 | 24 |
Glassman Wealth Services | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Summit Global Investments | 24 | 24 | 0.04% | 1.55% | 3.02% | Q4 2017 | Q3 2023 | 24 |
Elgethun Capital Management | 23 | 1 | 0.09% | 0.14% | 0.21% | Q4 2016 | Q3 2023 | 24 |
C Partners Holding GmbH | 24 | 24 | 0.12% | 1.89% | 3.84% | Q4 2017 | Q3 2023 | 24 |
Ninety One North America, Inc. | 24 | 24 | 0.09% | 2.08% | 3.41% | Q4 2017 | Q3 2023 | 24 |
Taikang Asset Management (Hong Kong) Co Ltd | 24 | 24 | 0.03% | 0.97% | 2.87% | Q4 2017 | Q3 2023 | 24 |
WHITENER CAPITAL MANAGEMENT, INC. | 24 | 24 | 0.65% | 0.74% | 0.88% | Q4 2017 | Q3 2023 | 24 |
PineBridge Investments, L.P. | 17 | 7 | 0.00% | 0.21% | 0.66% | Q4 2016 | Q3 2023 | 24 |
Mariner, LLC | 15 | 1 | 0.01% | 0.05% | 0.09% | Q1 2017 | Q3 2023 | 24 |
SVB WEALTH LLC | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
PLIMOTH TRUST CO LLC | 24 | 24 | 0.07% | 0.15% | 0.30% | Q4 2017 | Q3 2023 | 24 |
HBK Sorce Advisory LLC | 24 | 24 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 24 |
SMITH SHELLNUT WILSON LLC /ADV | 21 | 3 | 0.19% | 0.25% | 0.34% | Q3 2017 | Q3 2023 | 24 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 16 | 8 | 0.04% | 1.03% | 3.18% | Q2 2016 | Q3 2023 | 24 |
Tarbox Family Office, Inc. | 24 | 24 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q1 2022 | 24 |
Fiera Capital Corp | 22 | 2 | 0.00% | 0.46% | 1.49% | Q3 2017 | Q3 2023 | 24 |
Laurus Investment Counsel Inc. | 24 | 24 | 4.93% | 6.79% | 9.02% | Q4 2017 | Q3 2023 | 24 |
Taylor Hoffman Wealth Management | 24 | 24 | 0.05% | 0.81% | 1.74% | Q4 2017 | Q3 2023 | 24 |
Centerpoint Advisors, LLC | 24 | 24 | 0.18% | 0.25% | 0.38% | Q4 2017 | Q3 2023 | 24 |
MEITAV INVESTMENT HOUSE LTD | 24 | 24 | 0.02% | 0.19% | 1.10% | Q4 2017 | Q3 2023 | 24 |
ONTARIO TEACHERS PENSION PLAN BOARD | 24 | 24 | 0.00% | 0.24% | 0.68% | Q2 2016 | Q1 2022 | 24 |
CNB Bank | 24 | 24 | 0.01% | 0.11% | 0.21% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.06% | 0.08% | 0.10% | Q4 2017 | Q3 2023 | 24 |
Gemmer Asset Management LLC | 24 | 24 | 0.01% | 0.01% | 0.03% | Q2 2016 | Q1 2022 | 24 |
Factorial Partners, LLC | 24 | 24 | 1.89% | 2.30% | 3.26% | Q4 2017 | Q3 2023 | 24 |
Clear Harbor Asset Management, LLC | 24 | 24 | 0.12% | 0.66% | 1.04% | Q4 2017 | Q3 2023 | 24 |
Third Point | 24 | 24 | 1.34% | 2.35% | 5.12% | Q2 2016 | Q1 2022 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.15% | 0.21% | 0.28% | Q4 2017 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.02% | 0.15% | 0.43% | Q4 2017 | Q3 2023 | 24 |
Valeo Financial Advisors, LLC | 15 | 9 | 0.00% | 0.03% | 0.09% | Q3 2017 | Q3 2023 | 24 |
Ativo Capital Management LLC | 24 | 24 | 0.37% | 0.75% | 1.15% | Q2 2016 | Q1 2022 | 24 |
Kendall Capital Management | 24 | 24 | 0.26% | 1.38% | 2.50% | Q4 2017 | Q3 2023 | 24 |
Regent Investment Management LLC | 24 | 24 | 0.08% | 0.10% | 0.13% | Q1 2017 | Q4 2022 | 24 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 24 | 24 | 0.07% | 0.18% | 0.32% | Q2 2016 | Q1 2022 | 24 |
WMS Partners, LLC | 24 | 24 | 0.03% | 0.14% | 0.42% | Q4 2017 | Q3 2023 | 24 |
Laurel Wealth Advisors, Inc. | 21 | 3 | 0.08% | 0.12% | 0.29% | Q3 2016 | Q4 2022 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.30% | 0.59% | 1.04% | Q4 2017 | Q3 2023 | 24 |
Cumberland Partners Ltd | 24 | 24 | 0.27% | 1.88% | 3.42% | Q4 2017 | Q3 2023 | 24 |
Carroll Financial Associates, Inc. | 23 | 23 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2021 | 23 |
PRUDENTIAL PLC | 13 | 10 | 0.00% | 0.03% | 0.08% | Q3 2016 | Q3 2023 | 23 |
Legacy Financial Strategies, LLC | 23 | 23 | 0.38% | 0.69% | 0.87% | Q1 2018 | Q3 2023 | 23 |
PARK NATIONAL CORP /OH/ | 23 | 23 | 0.08% | 0.66% | 1.01% | Q2 2018 | Q4 2023 | 23 |
TWIN CAPITAL MANAGEMENT INC | 20 | 3 | 0.04% | 0.52% | 0.80% | Q2 2017 | Q3 2023 | 23 |
BRIDGES INVESTMENT MANAGEMENT INC | 23 | 23 | 0.09% | 0.71% | 1.09% | Q1 2018 | Q3 2023 | 23 |
ATLAS CAPITAL ADVISORS LLC | 23 | 23 | 0.00% | 0.22% | 0.47% | Q1 2018 | Q3 2023 | 23 |
Oakworth Capital, Inc. | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Rothschild & Co Wealth Management UK Ltd | 23 | 23 | 6.64% | 9.90% | 13.49% | Q1 2018 | Q3 2023 | 23 |
BRADLEY FOSTER & SARGENT INC/CT | 13 | 1 | 0.01% | 0.11% | 0.63% | Q3 2016 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.02% | 0.07% | 0.18% | Q1 2018 | Q3 2023 | 23 |
MEEDER ASSET MANAGEMENT INC | 11 | 3 | 0.00% | 0.13% | 0.54% | Q2 2016 | Q3 2022 | 23 |
CI INVESTMENTS INC. | 23 | 23 | 0.47% | 0.91% | 1.64% | Q1 2018 | Q3 2023 | 23 |
Gryphon Financial Partners LLC | 20 | 3 | 0.01% | 0.10% | 0.16% | Q4 2017 | Q3 2023 | 23 |
Haverford Trust Co | 23 | 23 | 0.00% | 1.25% | 1.82% | Q1 2018 | Q3 2023 | 23 |
Mount Yale Investment Advisors, LLC | 23 | 23 | 0.01% | 0.27% | 0.46% | Q1 2018 | Q3 2023 | 23 |
Man Group plc | 23 | 23 | 0.03% | 0.20% | 0.68% | Q1 2018 | Q3 2023 | 23 |
BAMCO INC /NY/ | 23 | 23 | 0.01% | 0.03% | 0.06% | Q1 2018 | Q3 2023 | 23 |
WealthShield Partners, LLC | 19 | 4 | 0.08% | 0.22% | 0.39% | Q4 2017 | Q3 2023 | 23 |
Sheaff Brock Investment Advisors, LLC | 23 | 23 | 0.02% | 0.08% | 0.16% | Q1 2018 | Q3 2023 | 23 |
MERITAGE PORTFOLIO MANAGEMENT | 23 | 23 | 0.04% | 0.75% | 1.22% | Q1 2018 | Q3 2023 | 23 |
JUPITER ASSET MANAGEMENT LTD | 7 | 1 | 0.02% | 0.29% | 1.09% | Q2 2016 | Q3 2023 | 23 |
Argent Trust Co | 23 | 23 | 0.05% | 0.14% | 0.25% | Q1 2018 | Q3 2023 | 23 |
Ballentine Partners, LLC | 23 | 23 | 0.01% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 23 |
Plante Moran Financial Advisors, LLC | 22 | 1 | 0.00% | 0.02% | 0.18% | Q2 2016 | Q2 2023 | 23 |
Achmea Investment Management B.V. | 9 | 7 | 0.00% | 0.22% | 1.20% | Q1 2017 | Q3 2023 | 23 |
Silvant Capital Management LLC | 23 | 23 | 0.41% | 0.84% | 1.62% | Q1 2018 | Q3 2023 | 23 |
Patriot Financial Group Insurance Agency, LLC | 23 | 23 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q2 2022 | 23 |
WADE G W & INC | 23 | 23 | 0.03% | 0.05% | 0.08% | Q1 2018 | Q3 2023 | 23 |
People's United Financial, Inc. | 14 | 9 | 0.00% | 0.03% | 0.09% | Q2 2016 | Q1 2022 | 23 |
FIRST FOUNDATION ADVISORS | 23 | 23 | 0.01% | 0.10% | 0.15% | Q1 2018 | Q3 2023 | 23 |
Pensionfund DSM Netherlands | 23 | 23 | 0.19% | 0.59% | 0.73% | Q2 2016 | Q4 2021 | 23 |
Carnegie Capital Asset Management, LLC | 19 | 4 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.19% | 0.25% | 0.35% | Q1 2018 | Q3 2023 | 23 |
FIRST FINANCIAL CORP /IN/ | 17 | 6 | 0.01% | 0.02% | 0.05% | Q2 2016 | Q3 2023 | 23 |
Harvest Fund Management Co., Ltd | 17 | 6 | 0.01% | 0.04% | 0.11% | Q2 2017 | Q3 2023 | 23 |
Redwood Investments, LLC | 23 | 23 | 0.13% | 0.26% | 0.52% | Q1 2018 | Q3 2023 | 23 |
Banco Santander, S.A. | 23 | 23 | 0.01% | 0.09% | 0.50% | Q1 2018 | Q3 2023 | 23 |
Doyle Wealth Management | 23 | 23 | 0.07% | 0.43% | 1.27% | Q1 2017 | Q3 2022 | 23 |
State of New Jersey Common Pension Fund D | 23 | 23 | 0.03% | 0.18% | 0.27% | Q1 2018 | Q3 2023 | 23 |
Gradient Investments LLC | 17 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 22 |
BRIGHTON JONES LLC | 22 | 22 | 0.06% | 0.07% | 0.08% | Q2 2018 | Q3 2023 | 22 |
TRILLIUM ASSET MANAGEMENT, LLC | 22 | 22 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 22 |
Fieldpoint Private Securities, LLC | 22 | 22 | 2.54% | 3.26% | 4.23% | Q1 2017 | Q2 2022 | 22 |
Sigma Planning Corp | 18 | 4 | 0.01% | 0.05% | 0.31% | Q4 2017 | Q3 2023 | 22 |
DAVIS CAPITAL PARTNERS, LLC | 22 | 22 | 1.00% | 2.92% | 4.90% | Q2 2016 | Q3 2021 | 22 |
Snowden Capital Advisors LLC | 14 | 8 | 0.03% | 0.19% | 0.68% | Q1 2018 | Q3 2023 | 22 |
Elite Wealth Management, Inc. | 22 | 22 | 0.11% | 0.72% | 2.28% | Q4 2017 | Q1 2023 | 22 |
MARTINGALE ASSET MANAGEMENT L P | 22 | 22 | 0.01% | 0.11% | 0.30% | Q3 2017 | Q4 2022 | 22 |
Boston Partners | 22 | 22 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q2 2023 | 22 |
Stonehage Fleming Financial Services Holdings Ltd | 22 | 22 | 0.28% | 3.71% | 8.24% | Q2 2018 | Q3 2023 | 22 |
PRELUDE CAPITAL MANAGEMENT, LLC | 15 | 1 | 0.00% | 0.04% | 0.15% | Q4 2016 | Q3 2023 | 22 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
World Asset Management Inc | 22 | 22 | 0.11% | 0.18% | 0.24% | Q2 2016 | Q3 2021 | 22 |
First Eagle Investment Management, LLC | 13 | 9 | 0.01% | 0.03% | 0.09% | Q2 2016 | Q3 2022 | 22 |
GM Advisory Group, LLC | 19 | 1 | 0.04% | 0.07% | 0.11% | Q4 2017 | Q3 2023 | 22 |
Mandatum Life Insurance Co Ltd | 22 | 22 | 0.44% | 1.08% | 1.69% | Q2 2016 | Q3 2021 | 22 |
COZAD ASSET MANAGEMENT INC | 22 | 22 | 0.19% | 0.47% | 1.00% | Q2 2018 | Q3 2023 | 22 |
J. L. Bainbridge & Co., Inc. | 22 | 22 | 0.04% | 0.07% | 0.14% | Q2 2018 | Q3 2023 | 22 |
SECURITY NATIONAL TRUST CO | 22 | 22 | 0.07% | 0.08% | 0.10% | Q2 2016 | Q3 2021 | 22 |
Cetera Investment Advisers | 22 | 22 | 0.03% | 0.06% | 0.08% | Q2 2018 | Q3 2023 | 22 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.06% | 0.15% | Q2 2018 | Q3 2023 | 22 |
MONTAG & CALDWELL, LLC | 21 | 1 | 0.03% | 2.17% | 3.98% | Q1 2017 | Q3 2023 | 22 |
ACADIAN ASSET MANAGEMENT LLC | 16 | 6 | 0.00% | 0.01% | 0.11% | Q1 2017 | Q3 2023 | 22 |
AustralianSuper Pty Ltd | 22 | 22 | 0.20% | 1.07% | 2.20% | Q2 2018 | Q3 2023 | 22 |
Certified Advisory Corp | 11 | 11 | 0.48% | 0.78% | 1.15% | Q4 2017 | Q3 2023 | 22 |
USA FINANCIAL FORMULAS | 13 | 1 | 0.00% | 0.35% | 1.06% | Q3 2016 | Q3 2023 | 22 |
Freedom Day Solutions, LLC | 22 | 22 | 0.19% | 1.53% | 2.28% | Q2 2018 | Q3 2023 | 22 |
James Hambro & Partners | 17 | 1 | 0.83% | 4.61% | 7.62% | Q1 2018 | Q3 2023 | 21 |
FIRST MIDWEST BANK TRUST DIVISION | 20 | 1 | 0.04% | 0.36% | 0.53% | Q2 2016 | Q4 2021 | 21 |
OPTIMUM INVESTMENT ADVISORS | 21 | 21 | 0.00% | 0.01% | 0.06% | Q1 2018 | Q1 2023 | 21 |
ALLSTATE CORP | 20 | 1 | 0.03% | 0.10% | 0.20% | Q2 2017 | Q3 2023 | 21 |
Cadence Bank | 15 | 6 | 0.05% | 0.17% | 0.42% | Q4 2017 | Q3 2023 | 21 |
Impax Asset Management Group plc | 21 | 21 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.10% | 0.21% | Q3 2018 | Q3 2023 | 21 |
Barrett Asset Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q1 2022 | 21 |
Diversified Trust Co | 21 | 21 | 0.04% | 0.18% | 0.26% | Q4 2018 | Q4 2023 | 21 |
Aureus Asset Management, LLC | 19 | 1 | 0.04% | 2.10% | 2.84% | Q3 2016 | Q3 2023 | 21 |
Independent Advisor Alliance | 21 | 21 | 0.00% | 0.14% | 0.47% | Q3 2018 | Q3 2023 | 21 |
PICTET ASSET MANAGEMENT LTD | 21 | 21 | 0.05% | 0.07% | 0.08% | Q2 2016 | Q2 2021 | 21 |
FIRST HAWAIIAN BANK | 21 | 21 | 0.04% | 0.10% | 0.19% | Q3 2018 | Q3 2023 | 21 |
Kalos Management, Inc. | 13 | 3 | 0.19% | 0.53% | 0.98% | Q4 2016 | Q2 2022 | 21 |
Capital World Investors | 21 | 21 | 0.01% | 0.24% | 0.44% | Q3 2018 | Q3 2023 | 21 |
Avior Wealth Management, LLC | 18 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 21 |
QS Investors, LLC | 21 | 21 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q2 2021 | 21 |
ALTA CAPITAL MANAGEMENT LLC/ | 21 | 21 | 1.12% | 2.70% | 3.06% | Q3 2018 | Q3 2023 | 21 |
Birch Hill Investment Advisors LLC | 21 | 21 | 0.03% | 0.28% | 0.49% | Q3 2018 | Q3 2023 | 21 |
Assenagon Asset Management S.A. | 10 | 1 | 0.00% | 0.15% | 0.58% | Q3 2017 | Q3 2023 | 21 |
WAFRA INC. | 11 | 10 | 0.07% | 0.85% | 1.91% | Q1 2016 | Q3 2023 | 21 |
FLOSSBACH VON STORCH AG | 21 | 21 | 0.01% | 0.30% | 0.86% | Q3 2018 | Q3 2023 | 21 |
AMP Capital Investors Ltd | 21 | 21 | 0.10% | 0.20% | 0.38% | Q3 2016 | Q3 2021 | 21 |
CPWM, LLC | 19 | 2 | 0.02% | 0.04% | 0.05% | Q3 2016 | Q3 2022 | 21 |
Princeton Portfolio Strategies Group LLC | 21 | 21 | 0.84% | 1.12% | 1.42% | Q2 2016 | Q2 2021 | 21 |
ENTERPRISE FINANCIAL SERVICES CORP | 21 | 21 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q2 2021 | 21 |
Cetera Advisors LLC | 21 | 21 | 0.01% | 0.03% | 0.23% | Q3 2018 | Q3 2023 | 21 |
Walleye Capital LLC | 7 | 5 | 0.00% | 0.05% | 0.37% | Q1 2019 | Q3 2023 | 21 |
Empirical Finance, LLC | 16 | 1 | 0.02% | 0.16% | 0.29% | Q4 2016 | Q3 2023 | 21 |
Ardevora Asset Management LLP | 21 | 21 | 0.69% | 0.88% | 1.28% | Q4 2017 | Q4 2022 | 21 |
American Portfolios Advisors | 20 | 20 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q3 2022 | 20 |
Claar Advisors LLC | 20 | 20 | 4.51% | 5.35% | 6.28% | Q4 2018 | Q3 2023 | 20 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 8 | 1 | 0.05% | 0.15% | 0.24% | Q4 2017 | Q3 2023 | 20 |
QVR LLC | 4 | 3 | 0.00% | 0.09% | 0.35% | Q1 2021 | Q4 2022 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
O'Brien Greene & Co. Inc | 20 | 20 | 2.44% | 2.94% | 3.74% | Q4 2018 | Q3 2023 | 20 |
Grove Bank & Trust | 14 | 1 | 0.01% | 0.05% | 0.08% | Q4 2016 | Q3 2023 | 20 |
NewEdge Advisors, LLC | 18 | 1 | 0.00% | 0.03% | 0.13% | Q4 2016 | Q3 2023 | 20 |
WINTON GROUP Ltd | 8 | 3 | 0.01% | 0.07% | 0.25% | Q4 2016 | Q1 2023 | 20 |
MONTAG A & ASSOCIATES INC | 19 | 1 | 0.02% | 0.15% | 0.34% | Q2 2018 | Q3 2023 | 20 |
GYL FINANCIAL SYNERGIES, LLC | 20 | 20 | 0.10% | 0.25% | 0.42% | Q4 2018 | Q3 2023 | 20 |
LS Investment Advisors, LLC | 20 | 20 | 0.15% | 0.28% | 0.36% | Q2 2016 | Q1 2021 | 20 |
Locust Wood Capital Advisers | 16 | 1 | 0.48% | 2.59% | 4.76% | Q2 2019 | Q3 2023 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.01% | 0.10% | 0.30% | Q4 2018 | Q3 2023 | 20 |
SIT INVESTMENT ASSOCIATES INC | 12 | 8 | 0.00% | 0.11% | 0.22% | Q3 2018 | Q3 2023 | 20 |
ETF MANAGERS GROUP, LLC | 17 | 1 | 0.00% | 0.05% | 0.30% | Q1 2016 | Q4 2022 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.04% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.10% | 0.16% | 0.27% | Q4 2018 | Q3 2023 | 20 |
Engineers Gate Manager LP | 4 | 1 | 0.02% | 0.16% | 0.71% | Q3 2016 | Q3 2023 | 20 |
Spearhead Capital Advisors, LLC | 20 | 20 | 0.79% | 1.24% | 1.42% | Q4 2017 | Q3 2022 | 20 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 20 | 20 | 0.06% | 0.13% | 0.26% | Q3 2017 | Q2 2022 | 20 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 10 | 10 | 0.00% | 0.27% | 0.64% | Q1 2017 | Q2 2022 | 20 |
ROYAL LONDON ASSET MANAGEMENT LTD | 20 | 20 | 0.15% | 0.24% | 0.32% | Q4 2018 | Q3 2023 | 20 |
SCHWARTZ INVESTMENT COUNSEL INC | 20 | 20 | 0.80% | 1.87% | 2.75% | Q4 2018 | Q3 2023 | 20 |
EQUITABLE TRUST CO | 20 | 20 | 0.12% | 0.76% | 2.18% | Q4 2018 | Q3 2023 | 20 |
NBT BANK N A /NY | 16 | 4 | 0.04% | 0.09% | 0.18% | Q2 2016 | Q3 2023 | 20 |
GUARDIAN CAPITAL LP | 20 | 20 | 0.01% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Tesco Pension Investment Ltd | 20 | 20 | 1.00% | 1.59% | 2.56% | Q3 2017 | Q2 2022 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.18% | 0.25% | 0.38% | Q4 2017 | Q3 2022 | 20 |
AMUNDI ASSET MANAGEMENT US, INC. | 20 | 20 | 0.02% | 0.14% | 0.41% | Q2 2016 | Q1 2021 | 20 |
IRIDIAN ASSET MANAGEMENT LLC/CT | 20 | 20 | 0.01% | 2.63% | 3.48% | Q2 2016 | Q1 2021 | 20 |
MARSICO CAPITAL MANAGEMENT LLC | 12 | 8 | 0.01% | 2.56% | 5.52% | Q3 2018 | Q3 2023 | 20 |
PATHSTONE FAMILY OFFICE, LLC | 12 | 2 | 0.00% | 0.06% | 0.10% | Q2 2016 | Q3 2023 | 20 |
SIRIOS CAPITAL MANAGEMENT L P | 20 | 20 | 0.14% | 2.91% | 10.70% | Q4 2018 | Q3 2023 | 20 |
Pinnacle Bancorp, Inc. | 20 | 20 | 0.01% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
BP PLC | 10 | 10 | 0.09% | 0.20% | 0.31% | Q2 2016 | Q2 2021 | 20 |
Ellevest, Inc. | 20 | 20 | 0.04% | 0.07% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Coronation Fund Managers Ltd. | 12 | 8 | 0.09% | 0.29% | 0.70% | Q3 2016 | Q3 2023 | 20 |
Venturi Wealth Management, LLC | 20 | 20 | 0.05% | 0.08% | 0.13% | Q4 2018 | Q3 2023 | 20 |
Kinneret Advisory, LLC | 20 | 20 | 0.15% | 0.44% | 0.94% | Q4 2018 | Q3 2023 | 20 |
Railway Pension Investments Ltd | 20 | 20 | 0.04% | 1.01% | 1.65% | Q4 2018 | Q3 2023 | 20 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.15% | 0.52% | Q1 2018 | Q3 2023 | 20 |
NICHOLAS COMPANY, INC. | 20 | 20 | 0.69% | 1.08% | 1.27% | Q4 2018 | Q3 2023 | 20 |
Wambolt & Associates, LLC | 20 | 20 | 0.16% | 0.25% | 0.34% | Q4 2018 | Q3 2023 | 20 |
Totem Point Management, LLC | 20 | 20 | 3.43% | 8.36% | 15.28% | Q4 2018 | Q3 2023 | 20 |
SPINNAKER TRUST | 19 | 19 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q3 2023 | 19 |
Members Trust Co | 10 | 2 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q3 2023 | 19 |
MASON STREET ADVISORS, LLC | 19 | 19 | 0.10% | 0.16% | 0.24% | Q2 2016 | Q4 2020 | 19 |
Enterprise Bank & Trust Co | 19 | 19 | 0.36% | 0.82% | 1.04% | Q1 2019 | Q3 2023 | 19 |
Lombard Odier Asset Management (Switzerland) SA | 9 | 1 | 0.04% | 0.28% | 0.83% | Q1 2018 | Q3 2023 | 19 |
COUNTRY TRUST BANK | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2023 | 19 |
Hilltop Holdings Inc. | 19 | 19 | 0.05% | 0.11% | 0.32% | Q1 2019 | Q3 2023 | 19 |
AGF Investments LLC | 19 | 19 | 0.00% | 0.22% | 0.61% | Q4 2017 | Q2 2022 | 19 |
VAN ECK ASSOCIATES CORP | 19 | 19 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 19 |
Alexandria Capital, LLC | 19 | 19 | 0.00% | 0.03% | 0.04% | Q1 2017 | Q3 2021 | 19 |
FMA ADVISORY INC | 19 | 19 | 0.24% | 0.29% | 0.38% | Q1 2017 | Q3 2021 | 19 |
StrategIQ Financial Group, LLC | 19 | 19 | 0.03% | 0.05% | 0.08% | Q1 2019 | Q3 2023 | 19 |
Clarius Group, LLC | 19 | 19 | 0.09% | 0.12% | 0.15% | Q1 2019 | Q3 2023 | 19 |
Hills Bank & Trust Co | 19 | 19 | 0.07% | 0.29% | 0.46% | Q1 2019 | Q3 2023 | 19 |
Marshall Wace North America L.P. | 19 | 19 | 0.13% | 0.88% | 1.86% | Q1 2017 | Q3 2021 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.02% | 0.06% | 0.16% | Q1 2019 | Q3 2023 | 19 |
North Star Investment Management Corp. | 12 | 3 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 19 |
Haverford Financial Services, Inc. | 19 | 19 | 1.16% | 1.92% | 3.12% | Q1 2019 | Q3 2023 | 19 |
Findlay Park Partners LLP | 15 | 4 | 0.19% | 1.92% | 3.32% | Q4 2016 | Q3 2023 | 19 |
Kemper Corp Master Retirement Trust | 19 | 19 | 0.62% | 2.17% | 3.47% | Q2 2016 | Q4 2020 | 19 |
Blue Chip Partners, LLC | 14 | 1 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 19 |
Aperio Group, LLC | 19 | 19 | 0.09% | 0.17% | 0.32% | Q2 2016 | Q4 2020 | 19 |
FIRST NATIONAL CORP /MA/ /ADV | 18 | 1 | 0.16% | 0.24% | 0.47% | Q4 2018 | Q3 2023 | 19 |
Capital Analysts, LLC | 19 | 19 | 0.00% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 19 |
FinTrust Capital Advisors, LLC | 16 | 3 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 19 |
HARRIS ASSOCIATES L P | 19 | 19 | 0.00% | 0.24% | 0.61% | Q1 2019 | Q3 2023 | 19 |
RENAISSANCE GROUP LLC | 19 | 19 | 0.01% | 1.07% | 1.41% | Q2 2018 | Q4 2022 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.01% | 0.03% | 0.10% | Q4 2017 | Q2 2022 | 19 |
Cutter & CO Brokerage, Inc. | 19 | 19 | 0.10% | 0.18% | 0.30% | Q1 2018 | Q3 2022 | 19 |
BBVA USA Bancshares, Inc. | 13 | 6 | 0.05% | 0.06% | 0.08% | Q2 2016 | Q1 2021 | 19 |
Migdal Insurance & Financial Holdings Ltd. | 18 | 1 | 0.00% | 0.23% | 0.60% | Q2 2016 | Q4 2021 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.03% | 0.43% | 0.66% | Q1 2019 | Q3 2023 | 19 |
Brookstone Capital Management | 14 | 5 | 0.01% | 0.05% | 0.10% | Q2 2016 | Q2 2022 | 19 |
BAILARD, INC. | 17 | 2 | 0.01% | 0.28% | 0.51% | Q2 2018 | Q3 2023 | 19 |
Manning & Napier Group, LLC | 19 | 19 | 0.57% | 0.76% | 1.14% | Q1 2019 | Q3 2023 | 19 |
Edgestream Partners, L.P. | 7 | 1 | 0.03% | 0.35% | 1.20% | Q3 2016 | Q3 2023 | 19 |
D.B. Root & Company, LLC | 19 | 19 | 0.08% | 0.13% | 0.22% | Q1 2019 | Q3 2023 | 19 |
First National Bank of South Miami | 19 | 19 | 0.28% | 0.35% | 0.48% | Q4 2018 | Q2 2023 | 19 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 19 | 19 | 0.01% | 0.11% | 0.44% | Q1 2019 | Q3 2023 | 19 |
Arden Trust Co | 19 | 19 | 0.15% | 0.23% | 0.38% | Q2 2019 | Q4 2023 | 19 |
COLDSTREAM CAPITAL MANAGEMENT INC | 15 | 4 | 0.02% | 0.16% | 0.31% | Q4 2018 | Q3 2023 | 19 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 17 | 2 | 0.00% | 0.05% | 0.15% | Q1 2018 | Q3 2023 | 19 |
Heritage Trust Co | 19 | 19 | 0.06% | 0.11% | 0.18% | Q1 2019 | Q3 2023 | 19 |
Frontier Wealth Management LLC | 18 | 1 | 0.03% | 0.21% | 0.60% | Q3 2016 | Q2 2022 | 19 |
Holocene Advisors, LP | 12 | 5 | 0.32% | 0.74% | 1.29% | Q1 2019 | Q3 2023 | 19 |
OSSIAM | 19 | 19 | 0.00% | 0.20% | 0.84% | Q1 2019 | Q3 2023 | 19 |
MCKINLEY CAPITAL MANAGEMENT LLC | 19 | 19 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q4 2020 | 19 |
BANQUE PICTET & CIE SA | 15 | 2 | 0.01% | 0.07% | 0.11% | Q2 2016 | Q3 2023 | 19 |
Alberta Investment Management Corp | 10 | 1 | 0.01% | 0.20% | 0.62% | Q4 2016 | Q3 2023 | 19 |
FINANCIAL COUNSELORS INC | 15 | 4 | 0.02% | 0.08% | 0.19% | Q1 2017 | Q3 2023 | 19 |
PROFESSIONAL ADVISORY SERVICES INC | 19 | 19 | 1.74% | 1.95% | 2.14% | Q1 2019 | Q3 2023 | 19 |
FIRST MERCANTILE TRUST CO | 8 | 4 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2021 | 18 |
COMGEST GLOBAL INVESTORS S.A.S. | 10 | 8 | 0.03% | 1.07% | 2.92% | Q2 2016 | Q3 2023 | 18 |
Alkeon Capital Management | 18 | 18 | 0.06% | 0.28% | 0.63% | Q2 2019 | Q3 2023 | 18 |
Cohen Klingenstein LLC | 18 | 18 | 0.08% | 0.09% | 0.11% | Q2 2019 | Q3 2023 | 18 |
CULLEN/FROST BANKERS, INC. | 16 | 2 | 0.00% | 0.15% | 0.28% | Q1 2019 | Q3 2023 | 18 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.00% | 0.01% | 0.07% | Q2 2019 | Q3 2023 | 18 |
U S GLOBAL INVESTORS INC | 9 | 1 | 0.00% | 0.50% | 1.71% | Q4 2016 | Q4 2021 | 18 |
Stratos Wealth Partners, LTD. | 13 | 1 | 0.00% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 18 |
Integrated Wealth Concepts LLC | 17 | 1 | 0.01% | 0.04% | 0.08% | Q1 2019 | Q3 2023 | 18 |
NORTH AMERICAN MANAGEMENT CORP | 17 | 1 | 0.03% | 0.06% | 0.08% | Q3 2016 | Q1 2021 | 18 |
Community Bank, N.A. | 18 | 18 | 0.03% | 0.05% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Violich Capital Management, Inc. | 18 | 18 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Pendal Group Ltd | 12 | 1 | 0.00% | 0.39% | 4.19% | Q2 2017 | Q4 2022 | 18 |
DARRELL & KING LLC | 14 | 4 | 0.07% | 0.13% | 0.27% | Q2 2016 | Q4 2020 | 18 |
Avitas Wealth Management LLC | 11 | 7 | 0.12% | 0.26% | 0.32% | Q2 2018 | Q3 2023 | 18 |
Fisher Asset Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.13% | 0.72% | Q4 2016 | Q3 2023 | 18 |
Insight Wealth Strategies, LLC | 18 | 18 | 0.17% | 0.32% | 0.42% | Q4 2018 | Q1 2023 | 18 |
DAVENPORT & Co LLC | 18 | 18 | 0.00% | 0.04% | 0.10% | Q2 2019 | Q3 2023 | 18 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 8 | 3 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 18 |
Sustainable Insight Capital Management, LLC | 12 | 1 | 0.14% | 1.54% | 3.55% | Q3 2018 | Q3 2023 | 18 |
SADOFF INVESTMENT MANAGEMENT LLC | 15 | 3 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q3 2022 | 18 |
Laffer Tengler Investments, Inc. | 9 | 4 | 0.04% | 0.22% | 0.71% | Q4 2016 | Q3 2023 | 18 |
Matthew Goff Investment Advisor, LLC | 17 | 1 | 0.07% | 0.34% | 4.65% | Q2 2018 | Q3 2023 | 18 |
WADDELL & REED FINANCIAL INC | 18 | 18 | 0.12% | 0.37% | 0.69% | Q4 2016 | Q1 2021 | 18 |
AVANTAX ADVISORY SERVICES, INC. | 18 | 18 | 0.01% | 0.03% | 0.07% | Q2 2019 | Q3 2023 | 18 |
Sompo Asset Management Co., Ltd. | 18 | 18 | 0.09% | 0.83% | 1.37% | Q2 2019 | Q3 2023 | 18 |
COMPTON CAPITAL MANAGEMENT INC /RI | 13 | 1 | 0.07% | 0.11% | 0.14% | Q1 2018 | Q4 2022 | 18 |
Waldron Private Wealth LLC | 17 | 1 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 18 |
ALPHA WINDWARD LLC | 18 | 18 | 0.16% | 0.22% | 0.32% | Q2 2016 | Q3 2020 | 18 |
QUEST INVESTMENT MANAGEMENT LLC | 14 | 4 | 1.11% | 1.50% | 2.07% | Q4 2017 | Q3 2023 | 18 |
Polar Capital LLP | 18 | 18 | 0.22% | 0.67% | 1.03% | Q2 2016 | Q3 2020 | 18 |
Trexquant Investment LP | 9 | 1 | 0.01% | 0.31% | 1.15% | Q4 2016 | Q3 2022 | 18 |
Milestone Resources Group Ltd | 13 | 5 | 4.45% | 5.95% | 10.66% | Q4 2017 | Q3 2023 | 18 |
Shulman DeMeo Asset Management LLC | 10 | 8 | 0.08% | 0.12% | 0.17% | Q1 2019 | Q3 2023 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q1 2021 | 18 |
RATIONAL ADVISORS LLC | 16 | 2 | 0.00% | 0.35% | 0.90% | Q1 2017 | Q3 2023 | 18 |
Brendel Financial Advisors LLC | 18 | 18 | 0.16% | 1.88% | 6.99% | Q2 2019 | Q3 2023 | 18 |
NEXT Financial Group, Inc | 11 | 1 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q4 2021 | 18 |
Simplicity Solutions, LLC | 16 | 2 | 0.02% | 0.08% | 0.17% | Q4 2018 | Q3 2023 | 18 |
Horizon Investments, LLC | 11 | 7 | 0.01% | 0.04% | 0.09% | Q1 2019 | Q3 2023 | 18 |
JAG CAPITAL MANAGEMENT, LLC | 18 | 18 | 0.46% | 0.87% | 2.84% | Q2 2019 | Q3 2023 | 18 |
Wealthspire Advisors, L.P. | 18 | 18 | 0.01% | 0.01% | 0.03% | Q2 2016 | Q3 2020 | 18 |
CX Institutional | 14 | 4 | 0.00% | 0.06% | 0.27% | Q1 2019 | Q3 2023 | 18 |
KING LUTHER CAPITAL MANAGEMENT CORP | 18 | 18 | 0.01% | 0.03% | 0.08% | Q2 2019 | Q3 2023 | 18 |
AE Wealth Management LLC | 18 | 18 | 0.01% | 0.13% | 0.22% | Q2 2019 | Q3 2023 | 18 |
Magellan Asset Management Ltd | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Principle Wealth Partners LLC | 18 | 18 | 0.04% | 0.07% | 0.11% | Q2 2019 | Q3 2023 | 18 |
Vestmark Advisory Solutions, Inc. | 15 | 3 | 0.04% | 0.14% | 0.26% | Q1 2019 | Q3 2023 | 18 |
PEAK6 Group LLC | 9 | 9 | 0.00% | 0.02% | 0.07% | Q2 2016 | Q2 2018 | 18 |
Cresset Asset Management, LLC | 15 | 2 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q3 2023 | 17 |
TAP Consulting, LLC | 16 | 1 | 0.92% | 1.70% | 2.29% | Q1 2019 | Q2 2023 | 17 |
Strategic Global Advisors, LLC | 17 | 17 | 0.13% | 1.13% | 3.01% | Q1 2018 | Q1 2022 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2023 | 17 |
BRINKER CAPITAL INC | 17 | 17 | 0.03% | 0.14% | 0.27% | Q2 2016 | Q2 2020 | 17 |
FineMark National Bank & Trust | 14 | 3 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q3 2023 | 17 |
BESSEMER SECURITIES LLC | 17 | 17 | 0.16% | 0.55% | 1.06% | Q3 2019 | Q3 2023 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 17 | 0.01% | 0.24% | 0.52% | Q2 2017 | Q2 2021 | 17 |
PHILADELPHIA TRUST CO | 17 | 17 | 0.03% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 17 |
Coastline Trust Co | 16 | 1 | 0.04% | 0.31% | 0.62% | Q3 2018 | Q1 2023 | 17 |
SeaTown Holdings Pte. Ltd. | 16 | 1 | 0.99% | 2.76% | 5.92% | Q3 2018 | Q3 2023 | 17 |
FORTE CAPITAL LLC /ADV | 14 | 3 | 0.05% | 0.07% | 0.10% | Q2 2017 | Q3 2023 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.06% | 0.13% | 0.26% | Q1 2018 | Q1 2022 | 17 |
Freedom Investment Management, Inc. | 11 | 6 | 0.01% | 0.18% | 0.43% | Q4 2016 | Q3 2023 | 17 |
Onex Canada Asset Management Inc. | 17 | 17 | 0.71% | 1.12% | 2.14% | Q3 2019 | Q3 2023 | 17 |
THOMPSON SIEGEL & WALMSLEY LLC | 16 | 1 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 17 |
Freestone Capital Holdings, LLC | 17 | 17 | 0.00% | 0.07% | 0.20% | Q3 2019 | Q3 2023 | 17 |
SCHOLTZ & COMPANY, LLC | 15 | 2 | 0.29% | 2.14% | 3.91% | Q2 2018 | Q3 2023 | 17 |
EVOKE WEALTH, LLC | 17 | 17 | 0.00% | 0.14% | 0.27% | Q3 2019 | Q3 2023 | 17 |
Country Club Trust Company, n.a. | 17 | 17 | 0.03% | 0.04% | 0.06% | Q4 2017 | Q4 2021 | 17 |
GSA CAPITAL PARTNERS LLP | 5 | 1 | 0.04% | 0.13% | 0.75% | Q2 2016 | Q1 2023 | 17 |
Sunbelt Securities, Inc. | 14 | 1 | 0.01% | 0.08% | 0.17% | Q4 2016 | Q3 2023 | 17 |
Faithward Advisors, LLC | 17 | 17 | 0.09% | 0.12% | 0.24% | Q3 2019 | Q3 2023 | 17 |
SMITH ASSET MANAGEMENT GROUP LP | 17 | 17 | 0.00% | 0.19% | 0.59% | Q2 2017 | Q2 2021 | 17 |
Prospera Financial Services Inc | 17 | 17 | 0.02% | 0.04% | 0.08% | Q3 2019 | Q3 2023 | 17 |
National Mutual Insurance Federation of Agricultural Cooperatives | 17 | 17 | 0.02% | 0.16% | 0.25% | Q3 2019 | Q3 2023 | 17 |
SEEYOND | 17 | 17 | 0.02% | 0.11% | 0.30% | Q4 2018 | Q4 2022 | 17 |
STEVENS CAPITAL MANAGEMENT LP | 6 | 1 | 0.04% | 0.42% | 0.98% | Q2 2016 | Q1 2023 | 17 |
Rain Capital Management, LLC | 17 | 17 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
SpiderRock Advisors, LLC | 17 | 17 | 0.07% | 0.26% | 0.85% | Q3 2019 | Q3 2023 | 17 |
Rings Capital Management | 17 | 17 | 15.93% | 41.80% | 47.13% | Q4 2018 | Q4 2022 | 17 |
Capital Research Global Investors | 17 | 17 | 0.06% | 0.22% | 0.45% | Q3 2019 | Q3 2023 | 17 |
Jacobsen Capital Management | 14 | 3 | 0.40% | 0.78% | 0.99% | Q2 2019 | Q3 2023 | 17 |
OMERS ADMINISTRATION Corp | 7 | 2 | 0.03% | 0.93% | 2.63% | Q2 2016 | Q3 2023 | 17 |
BOSTON FINANCIAL MANGEMENT LLC | 17 | 17 | 0.03% | 0.05% | 0.11% | Q3 2019 | Q3 2023 | 17 |
WEALTHSOURCE PARTNERS, LLC | 16 | 1 | 0.04% | 0.07% | 0.14% | Q3 2018 | Q3 2023 | 17 |
KINGS POINT CAPITAL MANAGEMENT | 17 | 17 | 0.68% | 1.24% | 1.59% | Q1 2018 | Q1 2022 | 17 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 14 | 3 | 0.01% | 0.07% | 0.11% | Q2 2016 | Q4 2022 | 17 |
Fulcrum Capital LLC | 17 | 17 | 1.94% | 2.23% | 2.78% | Q3 2019 | Q3 2023 | 17 |
BI Asset Management Fondsmaeglerselskab A/S | 17 | 17 | 0.04% | 0.84% | 1.53% | Q3 2019 | Q3 2023 | 17 |
HAP Trading, LLC | 4 | 1 | 0.00% | 0.12% | 0.42% | Q1 2017 | Q2 2022 | 17 |
ROCKLAND TRUST CO | 17 | 17 | 0.04% | 0.23% | 0.58% | Q3 2019 | Q3 2023 | 17 |
One Wealth Advisors, LLC | 11 | 1 | 0.01% | 0.06% | 0.10% | Q4 2017 | Q3 2023 | 16 |
Cornerstone Advisors, LLC | 16 | 16 | 0.21% | 0.50% | 0.76% | Q4 2019 | Q3 2023 | 16 |
HWG Holdings LP | 6 | 2 | 0.01% | 0.30% | 1.03% | Q2 2019 | Q4 2023 | 16 |
FIRST NATIONAL BANK OF OMAHA | 15 | 1 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q2 2020 | 16 |
Strategic Wealth Partners, Ltd. | 8 | 8 | 0.00% | 0.05% | 0.16% | Q4 2017 | Q1 2023 | 16 |
Ethic Inc. | 16 | 16 | 0.32% | 0.51% | 0.88% | Q4 2019 | Q3 2023 | 16 |
Harel Insurance Investments & Financial Services Ltd. | 16 | 16 | 0.00% | 0.02% | 0.12% | Q4 2019 | Q3 2023 | 16 |
STRATEGY ASSET MANAGERS LLC | 5 | 1 | 0.05% | 0.25% | 0.73% | Q2 2016 | Q3 2023 | 16 |
Bleichroeder LP | 16 | 16 | 1.73% | 2.71% | 3.60% | Q4 2019 | Q3 2023 | 16 |
Meritage Group LP | 16 | 16 | 1.22% | 3.19% | 4.18% | Q2 2016 | Q1 2020 | 16 |
Illinois Municipal Retirement Fund | 16 | 16 | 0.04% | 0.31% | 1.46% | Q4 2019 | Q3 2023 | 16 |
PARK AVENUE SECURITIES LLC | 16 | 16 | 0.01% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.05% | 0.11% | 0.25% | Q4 2019 | Q3 2023 | 16 |
Meridian Wealth Partners, LLC | 16 | 16 | 0.13% | 0.18% | 0.29% | Q4 2019 | Q3 2023 | 16 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Vigilant Capital Management, LLC | 9 | 7 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 16 |
Moors & Cabot, Inc. | 14 | 1 | 0.00% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
QCI ASSET MANAGEMENT INC/NY | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2020 | 16 |
Point View Wealth Management, Inc. | 15 | 1 | 0.11% | 0.16% | 0.26% | Q3 2016 | Q4 2020 | 16 |
Ninepoint Partners LP | 5 | 3 | 0.02% | 0.10% | 0.31% | Q3 2017 | Q3 2023 | 16 |
Strategic Blueprint, LLC | 14 | 2 | 0.03% | 0.06% | 0.14% | Q3 2019 | Q3 2023 | 16 |
MITCHELL CAPITAL MANAGEMENT CO | 16 | 16 | 0.65% | 0.95% | 1.20% | Q4 2019 | Q3 2023 | 16 |
Legacy Financial Advisors, Inc. | 10 | 6 | 0.00% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 16 |
Homrich & Berg | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2021 | 16 |
CYPRESS FUNDS LLC | 16 | 16 | 0.88% | 5.16% | 6.83% | Q4 2019 | Q3 2023 | 16 |
Prestige Wealth Management Group LLC | 15 | 1 | 0.00% | 0.06% | 0.17% | Q4 2018 | Q3 2023 | 16 |
Geo Capital Gestora de Recursos Ltd | 13 | 3 | 0.05% | 1.02% | 4.81% | Q4 2018 | Q3 2023 | 16 |
Transamerica Financial Advisors, Inc. | 6 | 1 | 0.02% | 0.17% | 1.27% | Q1 2018 | Q3 2023 | 16 |
OAKMONT Corp | 16 | 16 | 0.12% | 0.26% | 0.67% | Q4 2019 | Q3 2023 | 16 |
M&G INVESTMENT MANAGEMENT LTD | 16 | 16 | 0.07% | 0.15% | 0.26% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.06% | 0.18% | 0.32% | Q4 2019 | Q3 2023 | 16 |
REILLY FINANCIAL ADVISORS, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2021 | 16 |
Copeland Capital Management, LLC | 16 | 16 | 0.00% | 0.08% | 0.23% | Q4 2018 | Q3 2022 | 16 |
HighTower Trust Company, N.A. | 16 | 16 | 0.54% | 0.82% | 1.12% | Q2 2019 | Q1 2023 | 16 |
LMR Partners LLP | 5 | 1 | 0.00% | 0.21% | 0.54% | Q2 2017 | Q3 2023 | 16 |
Monterey Private Wealth, Inc. | 16 | 16 | 0.33% | 0.39% | 0.47% | Q4 2019 | Q3 2023 | 16 |
C M BIDWELL & ASSOCIATES LTD | 10 | 2 | 0.00% | 0.19% | 0.97% | Q2 2016 | Q1 2022 | 16 |
Relyea Zuckerberg Hanson LLC | 16 | 16 | 0.11% | 0.15% | 0.22% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.16% | 0.23% | 0.38% | Q4 2019 | Q3 2023 | 16 |
Swedbank | 16 | 16 | 0.64% | 0.90% | 1.26% | Q1 2017 | Q4 2020 | 16 |
Birch Capital Management, LLC | 16 | 16 | 3.61% | 4.42% | 5.40% | Q4 2019 | Q3 2023 | 16 |
AlphaCrest Capital Management LLC | 16 | 16 | 0.02% | 0.15% | 0.55% | Q4 2018 | Q3 2022 | 16 |
Intersect Capital LLC | 14 | 2 | 0.09% | 0.12% | 0.24% | Q2 2018 | Q2 2022 | 16 |
Financial Gravity Asset Management, Inc. | 10 | 3 | 0.00% | 0.11% | 0.44% | Q1 2018 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.11% | 0.18% | 0.25% | Q4 2019 | Q3 2023 | 16 |
RiverPark Advisors, LLC | 16 | 16 | 0.12% | 0.36% | 1.11% | Q4 2019 | Q3 2023 | 16 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 11 | 1 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 16 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 0.02% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Waverly Advisors, LLC | 14 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 16 |
Fiduciary Group LLC | 14 | 2 | 0.04% | 0.04% | 0.05% | Q3 2019 | Q3 2023 | 16 |
Lenox Wealth Advisors, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2022 | 16 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 15 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 16 |
Covington Capital Management | 12 | 1 | 0.00% | 0.10% | 0.23% | Q4 2017 | Q3 2022 | 16 |
Wedgewood Partners | 16 | 16 | 1.11% | 2.37% | 2.90% | Q4 2019 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
NovaPoint Capital, LLC | 16 | 16 | 1.28% | 1.47% | 1.74% | Q4 2019 | Q3 2023 | 16 |
Cavalier Investments, LLC | 11 | 5 | 0.13% | 0.37% | 0.74% | Q4 2017 | Q4 2022 | 16 |
JACKSON SQUARE CAPITAL, LLC | 16 | 16 | 0.12% | 0.18% | 0.24% | Q4 2019 | Q3 2023 | 16 |
Marks Group Wealth Management, Inc | 16 | 16 | 0.52% | 0.65% | 0.76% | Q4 2019 | Q3 2023 | 16 |
First National Bank of Hutchinson | 16 | 16 | 0.12% | 0.29% | 0.50% | Q4 2019 | Q3 2023 | 16 |
Great Diamond Partners, LLC | 16 | 16 | 0.13% | 0.22% | 0.32% | Q4 2019 | Q3 2023 | 16 |
Crewe Advisors LLC | 13 | 3 | 0.00% | 0.02% | 0.11% | Q1 2019 | Q2 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Oribel Capital Management, LP | 4 | 1 | 0.24% | 1.47% | 3.48% | Q1 2017 | Q3 2023 | 16 |
DUNCKER STREETT & CO INC | 16 | 16 | 0.00% | 0.35% | 0.70% | Q4 2019 | Q3 2023 | 16 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 16 | 16 | 0.32% | 0.46% | 0.69% | Q4 2019 | Q3 2023 | 16 |
Smith, Salley & Associates | 16 | 16 | 0.62% | 0.91% | 1.26% | Q4 2019 | Q3 2023 | 16 |
WESBANCO BANK INC | 11 | 5 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 16 |
Ayrshire Capital Management LLC | 16 | 16 | 0.21% | 0.24% | 0.28% | Q4 2019 | Q3 2023 | 16 |
PIEDMONT INVESTMENT ADVISORS INC | 16 | 16 | 0.12% | 0.31% | 0.67% | Q2 2016 | Q1 2020 | 16 |
Pekin Hardy Strauss, Inc. | 14 | 2 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q3 2023 | 16 |
DAVIDSON TRUST CO | 16 | 16 | 0.38% | 0.55% | 0.70% | Q4 2019 | Q3 2023 | 16 |
DOWLING & YAHNKE LLC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2022 | 16 |
Perigon Wealth Management, LLC | 15 | 1 | 0.04% | 0.08% | 0.10% | Q3 2011 | Q3 2023 | 16 |
MARSHALL WACE ASIA Ltd | 13 | 1 | 0.20% | 1.88% | 3.56% | Q1 2017 | Q3 2021 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.00% | 0.15% | 0.20% | Q4 2019 | Q3 2023 | 16 |
Circle Wealth Management, LLC | 16 | 16 | 0.02% | 0.08% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Quilter Plc | 16 | 16 | 0.16% | 0.46% | 0.80% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.05% | 0.07% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Egerton Capital (UK) LLP | 16 | 16 | 1.28% | 5.16% | 7.93% | Q2 2016 | Q1 2020 | 16 |
MATTERN CAPITAL MANAGEMENT, LLC | 16 | 16 | 1.05% | 1.21% | 1.39% | Q4 2019 | Q3 2023 | 16 |
BAROMETER CAPITAL MANAGEMENT INC. | 8 | 1 | 0.04% | 1.53% | 3.16% | Q3 2016 | Q2 2023 | 16 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 9 | 1 | 0.00% | 0.22% | 1.03% | Q3 2016 | Q1 2022 | 16 |
Pinnacle Wealth Planning Services, Inc. | 16 | 16 | 0.09% | 0.14% | 0.21% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.01% | 0.06% | 0.26% | Q4 2019 | Q3 2023 | 16 |
Vident Investment Advisory, LLC | 14 | 1 | 0.02% | 0.06% | 0.14% | Q4 2017 | Q2 2023 | 15 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 12 | 3 | 0.69% | 1.25% | 1.65% | Q2 2018 | Q1 2022 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.01% | 0.02% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Sepio Capital, LP | 15 | 15 | 0.05% | 0.14% | 0.32% | Q1 2020 | Q3 2023 | 15 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
CYPRESS ASSET MANAGEMENT INC/TX | 13 | 2 | 0.08% | 0.45% | 0.66% | Q2 2018 | Q2 2023 | 15 |
Capital International Sarl | 15 | 15 | 0.02% | 0.29% | 0.51% | Q1 2020 | Q3 2023 | 15 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 15 | 15 | 0.01% | 0.02% | 0.05% | Q2 2016 | Q4 2019 | 15 |
Capital International, Inc./CA/ | 15 | 15 | 0.01% | 0.10% | 0.16% | Q1 2020 | Q3 2023 | 15 |
CLEARARC CAPITAL INC | 15 | 15 | 0.12% | 0.19% | 0.28% | Q2 2016 | Q4 2019 | 15 |
Avalon Investment & Advisory | 9 | 1 | 0.01% | 0.19% | 0.36% | Q3 2016 | Q1 2023 | 15 |
Weitz Investment Management | 15 | 15 | 0.89% | 1.26% | 1.58% | Q1 2020 | Q3 2023 | 15 |
EVERGREEN CAPITAL MANAGEMENT LLC | 10 | 5 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 15 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC | 15 | 15 | 0.84% | 0.94% | 1.07% | Q1 2020 | Q3 2023 | 15 |
Exchange Capital Management, Inc. | 15 | 15 | 0.20% | 0.24% | 0.30% | Q1 2020 | Q3 2023 | 15 |
Avantax Planning Partners, Inc. | 9 | 1 | 0.00% | 0.03% | 0.04% | Q4 2016 | Q2 2023 | 15 |
Integre Asset Management, LLC | 15 | 15 | 0.57% | 1.79% | 2.27% | Q2 2016 | Q4 2019 | 15 |
Ifrah Financial Services, Inc. | 15 | 15 | 0.08% | 0.09% | 0.14% | Q1 2020 | Q3 2023 | 15 |
Brown Advisory Securities, LLC | 11 | 4 | 0.08% | 0.13% | 0.18% | Q2 2016 | Q4 2021 | 15 |
Handelsbanken Fonder AB | 14 | 1 | 0.01% | 0.23% | 0.37% | Q2 2016 | Q3 2023 | 15 |
Jaffetilchin Investment Partners, LLC | 6 | 2 | 0.02% | 0.04% | 0.12% | Q1 2018 | Q3 2023 | 15 |
Financial Architects, Inc | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
Dana Investment Advisors, Inc. | 13 | 2 | 0.01% | 0.06% | 0.13% | Q1 2019 | Q3 2023 | 15 |
Alyeska Investment Group, L.P. | 5 | 1 | 0.01% | 0.30% | 1.15% | Q3 2016 | Q2 2022 | 15 |
EXCHANGE TRADED CONCEPTS, LLC | 11 | 4 | 0.00% | 0.01% | 0.06% | Q4 2019 | Q4 2023 | 15 |
DONALDSON CAPITAL MANAGEMENT, LLC | 13 | 2 | 0.02% | 0.03% | 0.06% | Q2 2018 | Q1 2022 | 15 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 15 | 15 | 0.07% | 0.18% | 0.24% | Q1 2020 | Q3 2023 | 15 |
AVALON CAPITAL MANAGEMENT | 14 | 1 | 0.10% | 0.18% | 0.28% | Q4 2019 | Q3 2023 | 15 |
ETRADE Capital Management LLC | 14 | 1 | 0.01% | 0.03% | 0.04% | Q3 2016 | Q3 2020 | 15 |
J. W. Coons Advisors, LLC | 15 | 15 | 0.15% | 0.86% | 1.13% | Q1 2020 | Q3 2023 | 15 |
NuWave Investment Management, LLC | 9 | 1 | 0.01% | 0.59% | 1.86% | Q4 2017 | Q3 2022 | 15 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 9 | 1 | 0.04% | 0.16% | 0.25% | Q3 2006 | Q4 2019 | 15 |
EULAV Asset Management | 15 | 15 | 0.99% | 1.60% | 2.34% | Q1 2020 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 1.27% | 1.65% | 2.34% | Q1 2020 | Q3 2023 | 15 |
Catalyst Capital Advisors LLC | 12 | 1 | 0.00% | 0.32% | 0.84% | Q1 2017 | Q3 2023 | 15 |
Kiwi Wealth Investments Limited Partnership | 13 | 1 | 0.08% | 0.77% | 1.16% | Q2 2016 | Q2 2023 | 15 |
HoyleCohen, LLC | 14 | 1 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 15 |
Incline Global Management LLC | 7 | 2 | 0.68% | 3.48% | 7.64% | Q2 2017 | Q1 2023 | 15 |
Covington Investment Advisors Inc. | 15 | 15 | 2.04% | 2.44% | 2.61% | Q1 2020 | Q3 2023 | 15 |
SEVEN EIGHT CAPITAL, LP | 9 | 2 | 0.03% | 0.44% | 1.01% | Q3 2016 | Q3 2023 | 15 |
BlueMar Capital Management, LLC | 8 | 7 | 1.78% | 3.63% | 6.00% | Q1 2019 | Q3 2023 | 15 |
Municipal Employees' Retirement System of Michigan | 9 | 6 | 0.03% | 0.05% | 0.07% | Q2 2016 | Q1 2020 | 15 |
Quantitative Systematic Strategies LLC | 9 | 1 | 0.11% | 0.44% | 0.99% | Q2 2016 | Q3 2020 | 15 |
Sequoia Financial Advisors, LLC | 8 | 7 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 15 |
FORSTA AP-FONDEN | 15 | 15 | 0.23% | 0.30% | 0.43% | Q1 2020 | Q3 2023 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.03% | 0.13% | 0.25% | Q1 2017 | Q3 2020 | 15 |
First Personal Financial Services | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
Platform Technology Partners | 10 | 5 | 0.40% | 0.50% | 0.60% | Q4 2019 | Q3 2023 | 15 |
Souders Financial Advisors | 15 | 15 | 0.22% | 0.35% | 0.75% | Q1 2020 | Q3 2023 | 15 |
BerganKDV Wealth Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q2 2023 | 15 |
Veracity Capital LLC | 11 | 4 | 0.10% | 0.40% | 0.74% | Q4 2019 | Q3 2023 | 15 |
Ilmarinen Mutual Pension Insurance Co | 15 | 15 | 0.03% | 0.09% | 0.26% | Q1 2020 | Q3 2023 | 15 |
Aptus Capital Advisors, LLC | 10 | 2 | 0.01% | 0.19% | 0.86% | Q1 2019 | Q3 2023 | 15 |
PAX Financial Group, LLC | 15 | 15 | 0.15% | 0.19% | 0.22% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.03% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.18% | 0.25% | 0.32% | Q3 2016 | Q1 2020 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.03% | Q2 2016 | Q4 2019 | 15 |
Wealthcare Advisory Partners LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 15 |
Corient Capital Partners, LLC | 15 | 15 | 0.04% | 0.17% | 0.30% | Q1 2019 | Q3 2022 | 15 |
Centiva Capital, LP | 5 | 1 | 0.01% | 0.04% | 0.19% | Q1 2019 | Q3 2023 | 15 |
Symphony Financial, Ltd. Co. | 15 | 15 | 0.08% | 0.45% | 1.07% | Q1 2020 | Q3 2023 | 15 |
Atlas Private Wealth Management, LLC | 15 | 15 | 0.19% | 0.36% | 0.76% | Q1 2020 | Q3 2023 | 15 |
Wealth Alliance | 15 | 15 | 0.06% | 0.15% | 0.24% | Q1 2020 | Q3 2023 | 15 |
McIlrath & Eck, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Close Asset Management Ltd | 15 | 15 | 0.04% | 0.76% | 10.82% | Q4 2017 | Q2 2021 | 15 |
Verdence Capital Advisors LLC | 14 | 1 | 0.04% | 0.05% | 0.07% | Q4 2019 | Q3 2023 | 15 |
IEQ CAPITAL, LLC | 11 | 4 | 0.04% | 0.06% | 0.09% | Q4 2019 | Q3 2023 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Financial Advocates Investment Management | 14 | 1 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q3 2023 | 15 |
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 15 | 15 | 1.43% | 3.08% | 4.29% | Q1 2020 | Q3 2023 | 15 |
ExodusPoint Capital Management, LP | 7 | 1 | 0.01% | 0.12% | 0.40% | Q2 2019 | Q3 2023 | 15 |
Robertson Stephens Wealth Management, LLC | 15 | 15 | 0.08% | 0.22% | 0.47% | Q1 2020 | Q3 2023 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.12% | 0.23% | 0.29% | Q1 2020 | Q3 2023 | 15 |
Keebeck Wealth Management, LLC | 14 | 14 | 0.05% | 0.11% | 0.20% | Q2 2020 | Q3 2023 | 14 |
Krilogy Financial LLC | 7 | 1 | 0.00% | 0.04% | 0.14% | Q3 2016 | Q1 2023 | 14 |
Glenview Trust Co | 14 | 14 | 0.02% | 0.16% | 0.30% | Q2 2020 | Q3 2023 | 14 |
Financial Management Professionals, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
TCTC Holdings, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.20% | 0.28% | 0.37% | Q2 2020 | Q3 2023 | 14 |
Wealthstreet Investment Advisors, LLC | 14 | 14 | 0.05% | 0.08% | 0.11% | Q4 2017 | Q1 2021 | 14 |
Beacon Pointe Advisors, LLC | 14 | 14 | 0.02% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Packer & Co Ltd | 13 | 1 | 2.78% | 4.43% | 5.86% | Q2 2016 | Q4 2019 | 14 |
Altshuler Shaham Ltd | 8 | 6 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2022 | 14 |
Bridgewater Associates | 4 | 1 | 0.00% | 0.04% | 0.09% | Q2 2016 | Q1 2022 | 14 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 14 | 14 | 0.27% | 0.40% | 0.54% | Q2 2017 | Q3 2020 | 14 |
FIRST INTERSTATE BANK | 8 | 6 | 0.02% | 0.03% | 0.08% | Q3 2016 | Q3 2023 | 14 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Beaumont Financial Partners, LLC | 14 | 14 | 0.06% | 0.08% | 0.10% | Q2 2019 | Q3 2022 | 14 |
Avestar Capital, LLC | 7 | 7 | 0.00% | 0.03% | 0.08% | Q4 2017 | Q3 2023 | 14 |
Paradigm Financial Partners, LLC | 14 | 14 | 0.10% | 0.51% | 0.64% | Q2 2020 | Q3 2023 | 14 |
Fiduciary Trust Co International of Pennsylvania | 13 | 1 | 0.02% | 0.03% | 0.04% | Q3 2016 | Q1 2020 | 14 |
Arkadios Wealth Advisors | 8 | 6 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 14 |
WINTRUST INVESTMENTS LLC | 8 | 2 | 0.03% | 0.09% | 0.13% | Q1 2017 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Sterling Capital Management LLC | 14 | 14 | 0.00% | 0.05% | 0.09% | Q2 2016 | Q3 2019 | 14 |
Fosun International Ltd | 9 | 5 | 0.02% | 0.06% | 0.20% | Q1 2020 | Q3 2023 | 14 |
Rodgers Brothers Inc. | 14 | 14 | 0.10% | 0.14% | 0.29% | Q2 2020 | Q3 2023 | 14 |
DOHJ, LLC | 14 | 14 | 0.52% | 0.63% | 0.73% | Q2 2020 | Q3 2023 | 14 |
Sound Income Strategies, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 14 |
Baillie Gifford | 14 | 14 | 0.15% | 0.41% | 0.58% | Q2 2020 | Q3 2023 | 14 |
Geller Advisors LLC | 14 | 14 | 0.06% | 0.09% | 0.14% | Q2 2020 | Q3 2023 | 14 |
SUNTRUST BANKS INC | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2016 | Q3 2019 | 14 |
Trust Asset Management LLC | 14 | 14 | 0.04% | 0.13% | 0.18% | Q2 2020 | Q3 2023 | 14 |
SHUFRO ROSE & CO LLC | 14 | 14 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Cedar Brook Financial Partners, LLC | 13 | 1 | 0.06% | 0.08% | 0.12% | Q4 2019 | Q2 2023 | 14 |
FIRST NATIONAL TRUST CO | 14 | 14 | 0.02% | 0.21% | 0.52% | Q2 2020 | Q3 2023 | 14 |
Lindsell Train | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
THOMAS WHITE INTERNATIONAL LTD | 14 | 14 | 0.09% | 0.14% | 0.18% | Q1 2020 | Q2 2023 | 14 |
Abundance Wealth Counselors | 14 | 14 | 0.21% | 0.39% | 0.86% | Q2 2020 | Q3 2023 | 14 |
Lido Advisors, LLC | 13 | 1 | 0.00% | 0.01% | 0.07% | Q3 2019 | Q3 2023 | 14 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.01% | 0.02% | 0.07% | Q2 2016 | Q3 2019 | 14 |
ACIMA PRIVATE WEALTH, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2022 | 14 |
Troy Asset Management Ltd | 14 | 14 | 0.24% | 0.35% | 0.52% | Q2 2020 | Q3 2023 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.03% | 0.10% | 0.14% | Q2 2017 | Q3 2020 | 14 |
Red Spruce Capital, LLC | 14 | 14 | 0.32% | 0.37% | 0.40% | Q3 2020 | Q4 2023 | 14 |
ACADEMY CAPITAL MANAGEMENT INC/TX | 14 | 14 | 1.42% | 2.11% | 4.26% | Q2 2020 | Q3 2023 | 14 |
FIRST QUADRANT LLC/CA | 8 | 6 | 0.01% | 0.21% | 0.48% | Q2 2017 | Q4 2021 | 14 |
EVERETT HARRIS & CO /CA/ | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Waratah Capital Advisors Ltd. | 10 | 1 | 0.03% | 0.27% | 1.25% | Q3 2018 | Q3 2023 | 14 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 14 | 14 | 0.14% | 0.42% | 0.62% | Q2 2020 | Q3 2023 | 14 |
Raub Brock Capital Management LP | 14 | 14 | 3.40% | 4.04% | 5.00% | Q2 2020 | Q3 2023 | 14 |
Ledyard National Bank | 9 | 5 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 14 |
Caldera Capital, LLC | 14 | 14 | 1.70% | 6.87% | 11.97% | Q4 2016 | Q1 2020 | 14 |
BDO Wealth Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 14 |
Dynamic Advisor Solutions LLC | 14 | 14 | 0.02% | 0.07% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Fortis Advisors, LLC | 12 | 2 | 0.00% | 0.02% | 0.12% | Q4 2019 | Q3 2023 | 14 |
Pinion Investment Advisors, LLC | 14 | 14 | 0.28% | 0.48% | 0.65% | Q2 2020 | Q3 2023 | 14 |
CARDEROCK CAPITAL MANAGEMENT INC | 14 | 14 | 0.60% | 1.46% | 2.23% | Q2 2020 | Q3 2023 | 14 |
Symmetry Partners, LLC | 14 | 14 | 0.03% | 0.05% | 0.08% | Q3 2020 | Q4 2023 | 14 |
Hendershot Investments Inc. | 14 | 14 | 0.03% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Bartlett & Co. LLC | 13 | 1 | 0.00% | 0.58% | 0.90% | Q1 2019 | Q4 2023 | 14 |
MITCHELL SINKLER & STARR/PA | 11 | 3 | 0.09% | 0.30% | 1.04% | Q2 2016 | Q3 2023 | 14 |
Asset Dedication, LLC | 13 | 1 | 0.00% | 0.08% | 0.12% | Q1 2020 | Q3 2023 | 14 |
Zebra Capital Management LLC | 14 | 14 | 0.16% | 0.49% | 0.70% | Q1 2016 | Q2 2019 | 14 |
LAKE STREET ADVISORS GROUP, LLC | 10 | 3 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q2 2021 | 13 |
IHT Wealth Management, LLC | 7 | 6 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 13 |
PALLADIUM PARTNERS LLC | 10 | 1 | 0.02% | 0.05% | 0.40% | Q2 2018 | Q1 2022 | 13 |
Truehand, Inc | 13 | 13 | 0.12% | 0.17% | 0.22% | Q4 2018 | Q4 2021 | 13 |
TPI Fund Managers Ltd | 13 | 13 | 1.01% | 1.82% | 2.56% | Q2 2019 | Q2 2022 | 13 |
Abbrea Capital, LLC | 12 | 1 | 0.04% | 0.05% | 0.05% | Q2 2020 | Q3 2023 | 13 |
Convergence Investment Partners, LLC | 5 | 1 | 0.01% | 0.18% | 0.43% | Q1 2018 | Q3 2023 | 13 |
AJO, LP | 13 | 13 | 0.03% | 0.52% | 1.14% | Q2 2017 | Q2 2020 | 13 |
Ancora Advisors LLC | 10 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
Cipher Capital LP | 7 | 1 | 0.09% | 0.43% | 0.95% | Q2 2016 | Q1 2023 | 13 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 12 | 1 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 13 |
Capital Bank & Trust Co | 11 | 2 | 0.00% | 0.02% | 0.28% | Q4 2017 | Q2 2021 | 13 |
Hudock, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2021 | 13 |
PATTEN & PATTEN INC/TN | 13 | 13 | 0.03% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Select Equity Group, L.P. | 11 | 2 | 0.00% | 0.20% | 0.57% | Q2 2016 | Q3 2023 | 13 |
Allworth Financial LP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 13 |
IMA Wealth, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Enterprise Trust & Investment Co | 13 | 13 | 0.10% | 0.13% | 0.15% | Q2 2019 | Q2 2022 | 13 |
F3Logic, LLC | 10 | 3 | 0.04% | 0.32% | 0.62% | Q4 2018 | Q1 2022 | 13 |
Leelyn Smith, LLC | 13 | 13 | 0.01% | 0.07% | 0.56% | Q4 2019 | Q4 2022 | 13 |
Fortis Capital Management LLC | 12 | 1 | 0.35% | 1.16% | 2.92% | Q4 2019 | Q3 2023 | 13 |
OneDigital Investment Advisors LLC | 10 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 13 |
Ayalon Insurance Comp Ltd. | 13 | 13 | 0.01% | 0.23% | 0.83% | Q1 2020 | Q1 2023 | 13 |
LAU ASSOCIATES LLC | 12 | 1 | 0.11% | 0.16% | 0.21% | Q3 2016 | Q4 2019 | 13 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 13 | 13 | 0.04% | 0.10% | 0.14% | Q3 2016 | Q3 2019 | 13 |
VICUS CAPITAL | 8 | 5 | 0.02% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 13 |
CAXTON ASSOCIATES LP | 5 | 1 | 0.01% | 0.15% | 0.90% | Q2 2017 | Q1 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.04% | 0.09% | Q3 2020 | Q3 2023 | 13 |
ROPES WEALTH ADVISORS LLC | 8 | 1 | 0.00% | 0.11% | 0.19% | Q2 2016 | Q3 2023 | 13 |
CENTAURUS FINANCIAL, INC. | 12 | 1 | 0.00% | 0.24% | 0.34% | Q2 2018 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Mondrian Investment Partners LTD | 13 | 13 | 1.09% | 1.89% | 2.47% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Kerrisdale Advisers, LLC | 5 | 1 | 1.26% | 3.80% | 9.96% | Q2 2016 | Q3 2023 | 13 |
MINOT CAPITAL, LP | 13 | 13 | 1.75% | 2.39% | 3.37% | Q2 2020 | Q2 2023 | 13 |
Bowie Capital Management, LLC | 12 | 12 | 0.89% | 1.97% | 2.93% | Q4 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.01% | 0.06% | 0.09% | Q1 2020 | Q3 2023 | 13 |
Brinker Capital Investments, LLC | 10 | 1 | 0.00% | 0.18% | 0.38% | Q3 2016 | Q4 2022 | 13 |
Regent Peak Wealth Advisors LLC | 13 | 13 | 0.07% | 0.09% | 0.11% | Q3 2020 | Q3 2023 | 13 |
SIMON QUICK ADVISORS, LLC | 10 | 1 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 13 |
NORTHSTAR ASSET MANAGEMENT LLC | 9 | 4 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q3 2023 | 13 |
SevenBridge Financial Group, LLC | 12 | 1 | 0.02% | 0.10% | 0.89% | Q3 2016 | Q4 2021 | 13 |
CCLA Investment Management | 8 | 5 | 1.53% | 2.05% | 2.55% | Q2 2020 | Q3 2023 | 13 |
Pasadena Private Wealth, LLC | 9 | 4 | 0.06% | 0.08% | 0.10% | Q2 2020 | Q3 2023 | 13 |
Hillsdale Investment Management Inc. | 6 | 1 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q3 2021 | 13 |
Gilbert & Cook, Inc. | 6 | 1 | 0.05% | 0.08% | 0.12% | Q2 2017 | Q3 2023 | 13 |
C WorldWide Group Holding A/S | 13 | 13 | 2.80% | 4.24% | 4.73% | Q3 2020 | Q3 2023 | 13 |
EXANE DERIVATIVES | 13 | 13 | 0.06% | 0.31% | 0.41% | Q2 2019 | Q2 2022 | 13 |
First Pacific Advisors, LP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 13 |
CAAS CAPITAL MANAGEMENT LP | 4 | 1 | 0.01% | 0.10% | 0.17% | Q2 2020 | Q3 2023 | 13 |
Cornerstone Advisors, Inc. | 13 | 13 | 0.01% | 0.04% | 0.08% | Q2 2016 | Q2 2019 | 13 |
BB&T SECURITIES, LLC | 13 | 13 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2019 | 13 |
MONTRUSCO BOLTON INVESTMENTS INC. | 13 | 13 | 0.38% | 0.83% | 1.22% | Q2 2016 | Q2 2019 | 13 |
Kingsview Wealth Management, LLC | 6 | 1 | 0.01% | 0.30% | 0.46% | Q1 2020 | Q3 2023 | 13 |
BTC Capital Management, Inc. | 13 | 13 | 0.37% | 0.47% | 0.82% | Q3 2020 | Q3 2023 | 13 |
CHICAGO EQUITY PARTNERS LLC | 13 | 13 | 0.02% | 0.19% | 0.43% | Q1 2017 | Q1 2020 | 13 |
Granite Investment Advisors, LLC | 13 | 13 | 0.21% | 0.44% | 0.71% | Q4 2017 | Q4 2020 | 13 |
Johnson Financial Group, Inc. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
SouthState Corp | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
MGO ONE SEVEN LLC | 9 | 1 | 0.01% | 0.05% | 0.10% | Q4 2017 | Q3 2023 | 13 |
Highland Private Wealth Management | 13 | 13 | 0.05% | 0.06% | 0.08% | Q3 2019 | Q3 2022 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.02% | 0.07% | 0.14% | Q3 2020 | Q3 2023 | 13 |
Tidal Investments LLC | 12 | 1 | 0.02% | 0.10% | 0.19% | Q2 2020 | Q3 2023 | 13 |
NICOLA WEALTH MANAGEMENT LTD. | 13 | 13 | 0.18% | 0.55% | 1.23% | Q3 2020 | Q3 2023 | 13 |
Fragasso Group Inc. | 12 | 12 | 0.49% | 0.64% | 0.74% | Q1 2021 | Q4 2023 | 12 |
Connecticut Wealth Management, LLC | 9 | 3 | 0.02% | 0.02% | 0.04% | Q2 2020 | Q2 2023 | 12 |
Orbis Allan Gray Ltd | 8 | 4 | 0.03% | 0.93% | 3.34% | Q1 2019 | Q4 2022 | 12 |
Madison Asset Management, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
MJP ASSOCIATES INC /ADV | 12 | 12 | 0.07% | 0.09% | 0.10% | Q4 2020 | Q3 2023 | 12 |
NAVELLIER & ASSOCIATES INC | 12 | 12 | 0.30% | 0.44% | 0.64% | Q4 2017 | Q3 2020 | 12 |
Stokes Family Office, LLC | 11 | 1 | 0.03% | 0.07% | 0.13% | Q3 2020 | Q3 2023 | 12 |
Braun-Bostich & Associates Inc. | 12 | 12 | 0.18% | 0.55% | 0.93% | Q4 2017 | Q3 2020 | 12 |
DUALITY ADVISERS, LP | 3 | 1 | 0.02% | 0.29% | 0.61% | Q4 2018 | Q3 2023 | 12 |
Lucia Wealth Services, LLC | 12 | 12 | 0.16% | 0.24% | 0.33% | Q4 2017 | Q3 2020 | 12 |
Transform Wealth, LLC | 12 | 12 | 0.05% | 0.15% | 0.35% | Q4 2020 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.04% | 0.10% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Ithaka Group | 12 | 12 | 1.69% | 1.99% | 2.17% | Q4 2017 | Q3 2020 | 12 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 12 | 12 | 0.13% | 0.19% | 0.28% | Q2 2016 | Q1 2019 | 12 |
Psagot Value Holdings Ltd. | 12 | 12 | 0.03% | 0.28% | 0.59% | Q4 2018 | Q3 2021 | 12 |
RELIANCE TRUST CO OF DELAWARE | 12 | 12 | 0.11% | 0.17% | 0.36% | Q2 2016 | Q1 2019 | 12 |
BREWIN DOLPHIN LTD | 9 | 3 | 0.01% | 0.27% | 0.50% | Q3 2018 | Q2 2022 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2021 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.19% | 0.27% | 0.33% | Q4 2020 | Q3 2023 | 12 |
YCG, LLC | 12 | 12 | 0.49% | 1.93% | 2.97% | Q4 2020 | Q3 2023 | 12 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 12 | 12 | 0.01% | 0.22% | 0.45% | Q3 2017 | Q2 2020 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.36% | 0.59% | 0.71% | Q4 2020 | Q3 2023 | 12 |
Mezzasalma Advisors, LLC | 12 | 12 | 0.66% | 0.76% | 0.90% | Q4 2020 | Q3 2023 | 12 |
OppenheimerFunds, Inc. | 12 | 12 | 0.81% | 0.98% | 1.10% | Q2 2016 | Q1 2019 | 12 |
BENJAMIN EDWARDS INC | 11 | 1 | 0.01% | 0.38% | 0.65% | Q3 2019 | Q3 2023 | 12 |
CASTLEARK MANAGEMENT LLC | 12 | 12 | 0.44% | 0.97% | 1.57% | Q1 2018 | Q4 2020 | 12 |
CAMDEN NATIONAL BANK | 12 | 12 | 0.94% | 1.02% | 1.13% | Q4 2020 | Q3 2023 | 12 |
Summit X, LLC | 12 | 12 | 0.15% | 0.17% | 0.24% | Q3 2020 | Q2 2023 | 12 |
MUFG Securities EMEA plc | 12 | 12 | 0.04% | 0.36% | 1.03% | Q1 2018 | Q4 2020 | 12 |
Guardian Wealth Advisors, LLC | 12 | 12 | 0.02% | 0.51% | 0.62% | Q4 2020 | Q3 2023 | 12 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 12 | 12 | 0.06% | 0.09% | 0.14% | Q4 2017 | Q3 2020 | 12 |
Sandhill Capital Partners LLC | 12 | 12 | 1.49% | 3.39% | 4.52% | Q4 2020 | Q3 2023 | 12 |
JANICZEK WEALTH MANAGEMENT, LLC | 11 | 1 | 0.00% | 0.03% | 0.07% | Q2 2020 | Q3 2023 | 12 |
Vulcan Value Partners, LLC | 12 | 12 | 1.30% | 2.02% | 3.31% | Q1 2017 | Q4 2019 | 12 |
Vest Financial, LLC | 12 | 12 | 1.07% | 1.46% | 1.62% | Q4 2020 | Q3 2023 | 12 |
Capital Directions Investment Advisors, LLC | 6 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q4 2022 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Arete Wealth Advisors, LLC | 12 | 12 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q1 2023 | 12 |
Sound Financial Strategies Group, LLC | 10 | 2 | 0.29% | 0.45% | 0.97% | Q4 2019 | Q3 2023 | 12 |
BlueSpruce Investments, LP | 7 | 5 | 1.78% | 5.79% | 10.33% | Q2 2016 | Q3 2019 | 12 |
TrinityPoint Wealth, LLC | 12 | 12 | 0.11% | 0.13% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Palumbo Wealth Management LLC | 12 | 12 | 0.47% | 0.59% | 0.69% | Q4 2020 | Q3 2023 | 12 |
TEACHERS ADVISORS, LLC | 12 | 12 | 0.06% | 0.10% | 0.13% | Q2 2016 | Q1 2019 | 12 |
Freemont Management S.A. | 12 | 12 | 0.59% | 0.98% | 2.44% | Q4 2020 | Q3 2023 | 12 |
Tacita Capital Inc | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
NumerixS Investment Technologies Inc | 8 | 1 | 0.02% | 0.20% | 0.46% | Q2 2016 | Q2 2020 | 12 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.32% | 0.43% | 0.62% | Q4 2020 | Q3 2023 | 12 |
Manchester Capital Management LLC | 9 | 1 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 12 |
AGF INVESTMENTS INC. | 12 | 12 | 0.05% | 0.08% | 0.14% | Q4 2019 | Q3 2022 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.05% | 0.09% | 0.13% | Q4 2016 | Q3 2019 | 12 |
HighPoint Advisor Group LLC | 10 | 1 | 0.04% | 0.05% | 0.08% | Q3 2016 | Q2 2022 | 12 |
AMG National Trust Bank | 7 | 5 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 12 |
HOWLAND CAPITAL MANAGEMENT LLC | 12 | 12 | 0.26% | 1.51% | 2.21% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.19% | 0.23% | 0.29% | Q4 2020 | Q3 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.40% | 0.45% | 0.53% | Q4 2020 | Q3 2023 | 12 |
Accretive Wealth Partners, LLC | 12 | 12 | 0.49% | 0.58% | 0.70% | Q4 2020 | Q3 2023 | 12 |
JONES FINANCIAL COMPANIES LLLP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
GIRARD PARTNERS LTD. | 11 | 1 | 0.02% | 0.60% | 0.96% | Q3 2018 | Q3 2023 | 12 |
Ironwood Financial, llc | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q3 2019 | 12 |
Foster Group, Inc. | 12 | 12 | 0.05% | 0.10% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.04% | 0.07% | 0.12% | Q4 2016 | Q3 2019 | 12 |
Marshall Financial Group LLC | 12 | 12 | 0.34% | 0.76% | 1.23% | Q4 2020 | Q3 2023 | 12 |
Bayesian Capital Management, LP | 2 | 1 | 0.04% | 0.29% | 0.91% | Q1 2017 | Q2 2023 | 12 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 12 | 0.13% | 0.29% | 0.44% | Q4 2020 | Q3 2023 | 12 |
WD RUTHERFORD LLC | 12 | 12 | 0.91% | 1.30% | 1.47% | Q4 2020 | Q3 2023 | 12 |
Kesler, Norman & Wride, LLC | 12 | 12 | 0.73% | 0.89% | 1.03% | Q4 2020 | Q3 2023 | 12 |
EMERALD MUTUAL FUND ADVISERS TRUST | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2022 | 12 |
BURNEY CO/ | 7 | 5 | 0.01% | 0.03% | 0.05% | Q2 2017 | Q3 2023 | 12 |
Rheos Capital Works Inc. | 12 | 12 | 0.24% | 0.42% | 0.69% | Q1 2020 | Q4 2022 | 12 |
Polar Capital Holdings Plc | 12 | 12 | 0.03% | 0.07% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Lunia Capital LP | 12 | 12 | 2.24% | 3.88% | 5.51% | Q4 2017 | Q3 2020 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q1 2021 | 12 |
Steamboat Capital Partners, LLC | 12 | 12 | 1.59% | 3.02% | 5.28% | Q1 2018 | Q4 2020 | 12 |
Mutual Advisors, LLC | 10 | 2 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 12 |
Founders Financial Alliance, LLC | 11 | 1 | 0.02% | 0.17% | 0.22% | Q3 2020 | Q3 2023 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.03% | 0.06% | 0.09% | Q4 2016 | Q3 2019 | 12 |
WRIGHT INVESTORS SERVICE INC | 7 | 2 | 0.09% | 0.29% | 0.49% | Q2 2017 | Q1 2022 | 12 |
COMMONWEALTH BANK OF AUSTRALIA | 12 | 12 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q2 2019 | 12 |
ZEKE CAPITAL ADVISORS, LLC | 7 | 5 | 0.01% | 0.06% | 0.10% | Q1 2017 | Q4 2022 | 12 |
LINCOLN NATIONAL CORP | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Sunflower Bank, N.A. | 12 | 12 | 0.07% | 0.11% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Virtue Capital Management, LLC | 12 | 12 | 0.05% | 0.09% | 0.29% | Q4 2020 | Q3 2023 | 12 |
Corundum Group, Inc. | 11 | 1 | 0.13% | 0.17% | 0.28% | Q3 2020 | Q3 2023 | 12 |
Qtron Investments LLC | 6 | 2 | 0.11% | 0.24% | 0.49% | Q1 2020 | Q3 2023 | 12 |
McKinley Carter Wealth Services, Inc. | 11 | 1 | 0.02% | 0.46% | 0.90% | Q1 2020 | Q1 2023 | 12 |
Northwest Bancshares, Inc. | 11 | 11 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.04% | 0.15% | 0.33% | Q4 2016 | Q3 2023 | 11 |
Assured Investment Management LLC | 10 | 1 | 0.00% | 0.04% | 0.10% | Q2 2016 | Q1 2019 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.20% | 0.24% | 0.30% | Q4 2020 | Q3 2023 | 11 |
Advisors Capital Management, LLC | 11 | 11 | 0.01% | 0.02% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Crestwood Advisors Group, LLC | 11 | 11 | 0.71% | 1.01% | 1.43% | Q1 2021 | Q3 2023 | 11 |
BAR HARBOR TRUST SERVICES | 11 | 11 | 0.00% | 0.17% | 0.24% | Q4 2019 | Q2 2022 | 11 |
WADDELL & ASSOCIATES, LLC | 10 | 1 | 0.04% | 0.07% | 0.11% | Q2 2020 | Q3 2023 | 11 |
Chapman Investment Management, LLC | 5 | 3 | 0.14% | 1.67% | 3.84% | Q4 2019 | Q2 2023 | 11 |
Regal Investment Advisors LLC | 10 | 1 | 0.04% | 0.07% | 0.13% | Q4 2020 | Q3 2023 | 11 |
Altium Wealth Management LLC | 11 | 11 | 0.02% | 0.05% | 0.10% | Q4 2019 | Q2 2022 | 11 |
Voya Financial Advisors, Inc. | 7 | 4 | 0.01% | 0.11% | 0.19% | Q2 2020 | Q3 2023 | 11 |
Financial & Tax Architects, LLC | 11 | 11 | 1.61% | 1.77% | 1.94% | Q1 2021 | Q3 2023 | 11 |
MCDONALD PARTNERS LLC | 11 | 11 | 0.02% | 0.13% | 0.23% | Q1 2021 | Q3 2023 | 11 |
B. Riley Wealth Advisors, Inc. | 11 | 11 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
BlueCrest Capital Management Ltd | 4 | 1 | 0.01% | 0.05% | 0.17% | Q2 2016 | Q3 2023 | 11 |
Csenge Advisory Group | 10 | 1 | 0.00% | 0.05% | 0.08% | Q3 2018 | Q3 2023 | 11 |
Wealthspire Advisors, LLC | 6 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 11 |
MOSELEY INVESTMENT MANAGEMENT INC | 11 | 11 | 0.31% | 0.35% | 0.38% | Q1 2021 | Q3 2023 | 11 |
NAPLES GLOBAL ADVISORS, LLC | 11 | 11 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Solstein Capital, LLC | 7 | 4 | 0.02% | 0.05% | 0.12% | Q4 2019 | Q3 2022 | 11 |
GVO Asset Management Ltd | 9 | 2 | 0.09% | 5.19% | 10.91% | Q2 2016 | Q2 2021 | 11 |
Affinity Capital Advisors, LLC | 8 | 1 | 0.06% | 0.10% | 0.15% | Q4 2019 | Q3 2023 | 11 |
A.R.T. Advisors, LLC | 5 | 1 | 0.04% | 0.22% | 0.82% | Q3 2016 | Q2 2020 | 11 |
Carlson Capital Management | 11 | 11 | 0.02% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 11 |
MIROVA | 8 | 3 | 0.01% | 0.13% | 0.40% | Q4 2019 | Q4 2022 | 11 |
MONETA GROUP INVESTMENT ADVISORS LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 11 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 11 | 11 | 0.12% | 0.38% | 0.95% | Q1 2020 | Q3 2022 | 11 |
Natixis Investment Managers International | 3 | 2 | 0.01% | 0.04% | 0.10% | Q4 2016 | Q3 2023 | 11 |
CORNERSTONE ADVISORS INC | 8 | 1 | 0.00% | 0.20% | 0.37% | Q2 2016 | Q4 2021 | 11 |
FINANCIAL CONSULATE, INC | 11 | 11 | 0.09% | 0.17% | 0.31% | Q4 2020 | Q2 2023 | 11 |
AMICA PENSION FUND BOARD OF TRUSTEES | 11 | 11 | 0.13% | 0.18% | 0.21% | Q2 2016 | Q4 2018 | 11 |
Skye Global Management LP | 9 | 1 | 0.08% | 1.88% | 4.35% | Q3 2018 | Q3 2023 | 11 |
ARGUS INVESTORS' COUNSEL, INC. | 11 | 11 | 0.10% | 0.99% | 1.37% | Q1 2021 | Q3 2023 | 11 |
Martin Investment Management, LLC | 11 | 11 | 1.40% | 1.86% | 2.24% | Q4 2020 | Q2 2023 | 11 |
Single Point Partners, LLC | 9 | 2 | 0.06% | 0.17% | 0.56% | Q2 2020 | Q2 2023 | 11 |
Quantbot Technologies LP | 3 | 1 | 0.08% | 0.67% | 2.28% | Q4 2016 | Q1 2023 | 11 |
Theleme Partners LLP | 11 | 11 | 3.89% | 7.18% | 12.12% | Q2 2016 | Q4 2018 | 11 |
WASHINGTON TRUST BANK | 11 | 11 | 0.01% | 0.04% | 0.06% | Q3 2016 | Q1 2019 | 11 |
Itau Unibanco Holding S.A. | 8 | 1 | 0.00% | 0.10% | 0.27% | Q4 2019 | Q3 2023 | 11 |
SG3 Management, LLC | 2 | 1 | 0.01% | 0.60% | 3.58% | Q3 2019 | Q2 2022 | 11 |
HOHIMER WEALTH MANAGEMENT, LLC | 11 | 11 | 0.25% | 0.27% | 0.33% | Q1 2021 | Q3 2023 | 11 |
MADISON WEALTH MANAGEMENT | 11 | 11 | 0.67% | 0.81% | 0.91% | Q1 2021 | Q3 2023 | 11 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 10 | 1 | 0.01% | 0.58% | 2.11% | Q3 2018 | Q1 2022 | 11 |
VeraBank, N.A. | 6 | 1 | 0.09% | 0.13% | 0.16% | Q3 2020 | Q3 2023 | 11 |
Financial Network Wealth Management LLC | 11 | 11 | 0.14% | 0.17% | 0.19% | Q1 2021 | Q3 2023 | 11 |
Horizon Kinetics | 11 | 11 | 0.02% | 0.02% | 0.03% | Q2 2016 | Q4 2018 | 11 |
TEALWOOD ASSET MANAGEMENT INC | 10 | 1 | 0.61% | 0.67% | 0.78% | Q1 2021 | Q4 2023 | 11 |
Chicago Partners Investment Group LLC | 11 | 11 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Douglas Lane & Associates, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
GoalVest Advisory LLC | 8 | 3 | 0.01% | 0.29% | 0.76% | Q4 2020 | Q4 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.04% | 0.15% | Q4 2020 | Q3 2023 | 11 |
MV CAPITAL MANAGEMENT, INC. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
OKABENA INVESTMENT SERVICES INC | 10 | 1 | 0.12% | 0.93% | 1.40% | Q1 2020 | Q3 2023 | 11 |
FORVIS Wealth Advisors, LLC | 9 | 2 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 11 |
PFG Advisors | 11 | 11 | 0.03% | 0.25% | 0.43% | Q1 2021 | Q3 2023 | 11 |
CAPITAL INTERNATIONAL LTD /CA/ | 11 | 11 | 0.24% | 0.34% | 0.41% | Q1 2021 | Q3 2023 | 11 |
DEARBORN PARTNERS LLC | 11 | 11 | 1.35% | 1.53% | 1.76% | Q1 2021 | Q3 2023 | 11 |
Sowell Financial Services LLC | 7 | 4 | 0.01% | 0.05% | 0.09% | Q4 2017 | Q1 2021 | 11 |
PARNASSUS INVESTMENTS, LLC | 11 | 11 | 2.06% | 2.43% | 2.83% | Q1 2021 | Q3 2023 | 11 |
BOK Financial Private Wealth, Inc. | 11 | 11 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 11 |
WESPAC Advisors SoCal, LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2019 | 11 |
UNIVEST FINANCIAL Corp | 11 | 11 | 1.13% | 1.28% | 1.44% | Q1 2021 | Q3 2023 | 11 |
MAVERICK CAPITAL LTD | 7 | 1 | 0.00% | 0.05% | 0.16% | Q4 2016 | Q3 2023 | 11 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 5 | 2 | 0.04% | 0.10% | 0.19% | Q1 2020 | Q2 2023 | 11 |
Point72 Europe (London) LLP | 7 | 4 | 1.25% | 2.44% | 5.91% | Q1 2017 | Q2 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.05% | 0.06% | 0.09% | Q4 2017 | Q2 2020 | 11 |
Lee Capital Holdings LLC | 10 | 1 | 0.68% | 1.79% | 3.28% | Q3 2018 | Q2 2022 | 11 |
CITY HOLDING CO | 11 | 11 | 0.02% | 0.09% | 0.13% | Q1 2021 | Q3 2023 | 11 |
FIRST MERCHANTS CORP | 11 | 11 | 0.02% | 0.24% | 0.37% | Q1 2021 | Q3 2023 | 11 |
WRAPMANAGER INC | 10 | 1 | 0.06% | 0.09% | 0.11% | Q3 2020 | Q3 2023 | 11 |
FRANKLIN STREET ADVISORS INC /NC | 9 | 2 | 0.03% | 0.09% | 0.37% | Q3 2016 | Q2 2019 | 11 |
MOORE CAPITAL MANAGEMENT, LP | 11 | 11 | 0.01% | 0.15% | 0.49% | Q4 2020 | Q2 2023 | 11 |
Parsec Financial Management, Inc. | 9 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.36% | 0.55% | 0.66% | Q1 2021 | Q3 2023 | 11 |
FULTON BANK, N.A. | 8 | 3 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q4 2023 | 11 |
RIDGECREST WEALTH PARTNERS, LLC | 11 | 11 | 1.60% | 2.95% | 4.37% | Q1 2021 | Q3 2023 | 11 |
Junto Capital Management LP | 4 | 1 | 0.60% | 2.62% | 4.05% | Q2 2016 | Q4 2022 | 11 |
CEERA INVESTMENTS, LLC | 11 | 11 | 1.20% | 1.44% | 1.96% | Q1 2021 | Q3 2023 | 11 |
Kore Private Wealth LLC | 7 | 1 | 0.00% | 0.12% | 0.22% | Q1 2019 | Q3 2022 | 11 |
INTACT INVESTMENT MANAGEMENT INC. | 7 | 1 | 0.01% | 0.03% | 0.10% | Q2 2016 | Q1 2021 | 11 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 11 | 11 | 0.05% | 0.06% | 0.07% | Q1 2019 | Q3 2021 | 11 |
Cypress Wealth Services, LLC | 11 | 11 | 0.84% | 0.90% | 1.00% | Q4 2017 | Q2 2020 | 11 |
CHATHAM CAPITAL GROUP, INC. | 11 | 11 | 0.07% | 0.25% | 0.39% | Q1 2021 | Q3 2023 | 11 |
Lionstone Capital Management LLC | 11 | 11 | 6.23% | 8.58% | 10.05% | Q1 2021 | Q3 2023 | 11 |
Empire Life Investments Inc. | 11 | 11 | 0.33% | 0.54% | 0.89% | Q4 2016 | Q2 2019 | 11 |
Signature Financial Management, Inc. | 11 | 11 | 0.70% | 1.12% | 1.54% | Q2 2016 | Q4 2018 | 11 |
Spire Wealth Management | 11 | 11 | 0.04% | 0.11% | 0.27% | Q1 2021 | Q3 2023 | 11 |
Rossmore Private Capital | 10 | 1 | 0.00% | 0.14% | 0.18% | Q4 2017 | Q3 2023 | 11 |
Procyon Advisors, LLC | 9 | 2 | 0.03% | 0.13% | 0.22% | Q4 2019 | Q3 2023 | 11 |
TOWER BRIDGE ADVISORS | 11 | 11 | 0.04% | 0.28% | 0.44% | Q1 2021 | Q3 2023 | 11 |
Connectus Wealth, LLC | 11 | 11 | 0.07% | 1.65% | 4.46% | Q1 2021 | Q3 2023 | 11 |
Institute for Wealth Management, LLC. | 11 | 11 | 0.05% | 0.07% | 0.08% | Q1 2021 | Q3 2023 | 11 |
ALBION FINANCIAL GROUP /UT | 3 | 2 | 0.00% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 11 |
Baldwin Investment Management, LLC | 11 | 11 | 0.14% | 0.28% | 0.54% | Q1 2021 | Q3 2023 | 11 |
Tortoise Investment Management, LLC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Miracle Mile Advisors, LLC | 9 | 2 | 0.04% | 0.14% | 0.20% | Q4 2020 | Q3 2023 | 11 |
WealthTrust Fairport, LLC | 11 | 11 | 0.03% | 0.05% | 0.05% | Q3 2016 | Q1 2019 | 11 |
Mitsubishi UFJ Asset Management (UK) Ltd. | 10 | 10 | 0.02% | 1.18% | 2.53% | Q4 2017 | Q1 2020 | 10 |
Endurance Wealth Management, Inc. | 10 | 10 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q2 2023 | 10 |
Tatro Capital, LLC | 10 | 10 | 0.80% | 1.36% | 2.78% | Q4 2019 | Q1 2022 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.12% | 0.35% | Q1 2021 | Q3 2023 | 10 |
Chicago Capital, LLC | 10 | 10 | 0.05% | 0.05% | 0.06% | Q2 2018 | Q3 2020 | 10 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 10 | 10 | 0.02% | 0.05% | 0.08% | Q1 2021 | Q2 2023 | 10 |
Sciencast Management LP | 3 | 1 | 0.15% | 0.55% | 1.35% | Q4 2016 | Q1 2022 | 10 |
Bollard Group LLC | 8 | 2 | 0.00% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 10 |
Cerebellum GP, LLC | 5 | 2 | 0.09% | 0.23% | 0.31% | Q4 2017 | Q3 2020 | 10 |
Brandywine Global Investment Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.04% | Q3 2016 | Q4 2018 | 10 |
Vantage Investment Partners, LLC | 9 | 1 | 0.07% | 0.54% | 0.80% | Q1 2020 | Q3 2023 | 10 |
Stonebridge Capital Advisors LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 10 |
RAND WEALTH, LLC | 10 | 10 | 0.05% | 0.11% | 0.24% | Q2 2016 | Q3 2018 | 10 |
Eagle Bay Advisors LLC | 10 | 10 | 0.01% | 0.10% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Liberty Mutual Group Asset Management Inc. | 10 | 10 | 0.04% | 0.07% | 0.10% | Q2 2016 | Q3 2018 | 10 |
Delta Accumulation, LLC | 3 | 1 | 0.02% | 0.73% | 2.06% | Q4 2021 | Q3 2023 | 10 |
Roble, Belko & Company, Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
Eudaimonia Partners, LLC | 8 | 1 | 0.01% | 0.11% | 0.16% | Q4 2019 | Q2 2023 | 10 |
RIVERBRIDGE PARTNERS LLC | 10 | 10 | 0.01% | 0.73% | 1.07% | Q2 2021 | Q3 2023 | 10 |
Twin Lakes Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Point72 Middle East FZE | 4 | 4 | 0.01% | 0.17% | 0.72% | Q4 2022 | Q3 2023 | 10 |
Continuum Advisory, LLC | 10 | 10 | 0.09% | 0.12% | 0.16% | Q2 2021 | Q3 2023 | 10 |
Tranquility Partners, LLC | 10 | 10 | 0.24% | 0.32% | 0.37% | Q2 2021 | Q3 2023 | 10 |
Capula Management Ltd | 3 | 3 | 0.00% | 0.04% | 0.10% | Q1 2021 | Q1 2023 | 10 |
AMJ Financial Wealth Management | 8 | 2 | 0.10% | 0.11% | 0.16% | Q2 2020 | Q3 2023 | 10 |
Quinn Opportunity Partners LLC | 10 | 10 | 0.07% | 0.29% | 0.58% | Q2 2018 | Q3 2020 | 10 |
9258 Wealth Management, LLC | 10 | 10 | 0.06% | 0.08% | 0.11% | Q2 2021 | Q3 2023 | 10 |
FARALLON CAPITAL MANAGEMENT LLC | 6 | 4 | 0.60% | 1.57% | 2.26% | Q1 2019 | Q3 2023 | 10 |
First Affirmative Financial Network | 10 | 10 | 0.36% | 0.40% | 0.45% | Q3 2021 | Q4 2023 | 10 |
STANSBERRY ASSET MANAGEMENT, LLC | 10 | 10 | 0.30% | 0.86% | 1.18% | Q2 2021 | Q3 2023 | 10 |
V Wealth Advisors LLC | 9 | 1 | 0.00% | 0.09% | 0.22% | Q2 2017 | Q2 2022 | 10 |
MAI Capital Management | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
RITHOLTZ WEALTH MANAGEMENT | 10 | 10 | 0.03% | 0.07% | 0.11% | Q2 2021 | Q3 2023 | 10 |
Human Investing LLC | 10 | 10 | 0.03% | 0.05% | 0.07% | Q4 2018 | Q1 2021 | 10 |
Cornerstone Wealth Advisors, Inc. | 10 | 10 | 0.12% | 0.13% | 0.15% | Q2 2021 | Q3 2023 | 10 |
Nan Shan Life Insurance Co., Ltd. | 10 | 10 | 0.25% | 0.56% | 0.99% | Q2 2021 | Q3 2023 | 10 |
Cooper Financial Group | 10 | 10 | 0.06% | 0.11% | 0.20% | Q2 2020 | Q3 2022 | 10 |
First National Bank of Mount Dora, Trust Investment Services | 10 | 10 | 0.52% | 1.07% | 1.97% | Q3 2021 | Q4 2023 | 10 |
TRUST CO OF OKLAHOMA | 10 | 10 | 0.18% | 0.35% | 0.46% | Q2 2021 | Q3 2023 | 10 |
Cider Mill Investments LP | 10 | 10 | 4.14% | 5.08% | 5.81% | Q4 2016 | Q1 2019 | 10 |
CAPITAL ONE, NATIONAL ASSOCIATION | 9 | 1 | 0.03% | 0.06% | 0.12% | Q2 2016 | Q4 2019 | 10 |
Arjuna Capital | 9 | 1 | 0.41% | 0.46% | 0.54% | Q2 2019 | Q4 2021 | 10 |
CHEMICAL BANK | 10 | 10 | 0.04% | 0.08% | 0.11% | Q1 2017 | Q2 2019 | 10 |
Gerber Kawasaki Wealth & Investment Management | 7 | 3 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q2 2023 | 10 |
Hanson & Doremus Investment Management | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2023 | 10 |
Gainplan LLC | 10 | 10 | 0.15% | 0.25% | 0.56% | Q2 2021 | Q3 2023 | 10 |
Norway Savings Bank | 8 | 2 | 0.00% | 0.02% | 0.02% | Q3 2018 | Q4 2021 | 10 |
Amundi | 10 | 10 | 0.22% | 0.34% | 0.41% | Q2 2021 | Q3 2023 | 10 |
REGENTATLANTIC CAPITAL LLC | 10 | 10 | 0.02% | 0.06% | 0.10% | Q2 2020 | Q3 2022 | 10 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.01% | 0.07% | 0.10% | Q2 2017 | Q3 2023 | 10 |
PGGM Investments | 10 | 10 | 0.03% | 0.28% | 0.55% | Q4 2019 | Q1 2022 | 10 |
Focused Wealth Management, Inc | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
MONETARY MANAGEMENT GROUP INC | 10 | 10 | 0.01% | 0.20% | 0.29% | Q1 2020 | Q2 2022 | 10 |
BALASA DINVERNO & FOLTZ LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2022 | 10 |
Sargent Bickham Lagudis LLC | 9 | 1 | 0.00% | 0.04% | 0.14% | Q2 2019 | Q4 2022 | 10 |
MARTIN CURRIE LTD | 10 | 10 | 0.20% | 0.34% | 0.44% | Q2 2017 | Q3 2019 | 10 |
BROOKTREE CAPITAL MANAGEMENT | 10 | 10 | 0.35% | 0.67% | 0.84% | Q4 2019 | Q1 2022 | 10 |
TRB Advisors LP | 3 | 1 | 0.58% | 3.37% | 5.38% | Q4 2017 | Q1 2023 | 10 |
CFS Investment Advisory Services, LLC | 9 | 1 | 0.04% | 0.40% | 0.57% | Q4 2020 | Q3 2023 | 10 |
CLOVERFIELDS CAPITAL GROUP, LP | 10 | 10 | 0.65% | 1.03% | 1.58% | Q2 2021 | Q3 2023 | 10 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 10 |
Apollon Wealth Management, LLC | 9 | 1 | 0.02% | 0.11% | 0.16% | Q2 2020 | Q3 2023 | 10 |
Vantage Investment Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2018 | 10 |
BFSG, LLC | 5 | 1 | 0.10% | 0.14% | 0.19% | Q2 2017 | Q2 2023 | 10 |
CVA Family Office, LLC | 8 | 2 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 10 |
Bragg Financial Advisors, Inc | 6 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q2 2023 | 10 |
TimesSquare Capital Management, LLC | 10 | 10 | 0.02% | 0.75% | 1.39% | Q2 2016 | Q3 2018 | 10 |
DORCHESTER WEALTH MANAGEMENT Co | 7 | 3 | 0.07% | 0.08% | 0.09% | Q1 2018 | Q3 2020 | 10 |
Disciplined Investments, LLC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Crestwood Capital Management, L.P. | 8 | 1 | 1.03% | 3.27% | 5.72% | Q2 2016 | Q1 2020 | 10 |
Keel Point, LLC | 10 | 10 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.04% | 0.12% | 0.14% | Q2 2021 | Q3 2023 | 10 |
WEALTHFRONT Corp | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q3 2018 | 10 |
Aaron Wealth Advisors LLC | 10 | 10 | 0.01% | 0.09% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Caption Management, LLC | 4 | 1 | 0.00% | 0.14% | 0.44% | Q3 2018 | Q4 2022 | 10 |
Strategic Wealth Partners Group, LLC | 9 | 1 | 0.02% | 0.15% | 0.20% | Q2 2018 | Q3 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Phoenix Holdings Ltd. | 5 | 5 | 0.01% | 0.06% | 0.15% | Q1 2020 | Q3 2022 | 10 |
COLUMBUS CIRCLE INVESTORS | 10 | 10 | 0.57% | 0.84% | 1.08% | Q2 2016 | Q3 2018 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.35% | 0.65% | 0.97% | Q1 2021 | Q2 2023 | 10 |
TRH Financial, LLC | 9 | 1 | 1.59% | 2.31% | 2.70% | Q4 2019 | Q2 2022 | 10 |
CLEAR STREET MARKETS LLC | 8 | 8 | 0.00% | 0.07% | 0.21% | Q3 2021 | Q2 2023 | 10 |
Quantitative Investment Management, LLC | 2 | 1 | 0.03% | 0.22% | 0.48% | Q2 2016 | Q3 2023 | 10 |
TOTH FINANCIAL ADVISORY CORP | 10 | 10 | 0.00% | 0.00% | 0.03% | Q2 2021 | Q3 2023 | 10 |
SeaCrest Wealth Management, LLC | 7 | 3 | 0.00% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 10 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.09% | 0.22% | 0.38% | Q4 2016 | Q1 2023 | 10 |
GREENWOOD CAPITAL ASSOCIATES LLC | 10 | 10 | 0.69% | 0.89% | 1.42% | Q3 2020 | Q4 2022 | 10 |
Calamos Wealth Management LLC | 7 | 1 | 0.02% | 0.06% | 0.18% | Q3 2016 | Q3 2023 | 10 |
Heritage Wealth Advisors | 5 | 1 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q2 2023 | 10 |
Bank of New Hampshire | 10 | 10 | 0.05% | 0.11% | 0.16% | Q2 2021 | Q3 2023 | 10 |
Zions Bancorporation | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2018 | 10 |
West Family Investments, Inc. | 10 | 10 | 0.09% | 0.13% | 0.17% | Q2 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Princeton Global Asset Management LLC | 7 | 3 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 10 |
Bellevue Group AG | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2021 | 10 |
Cornerstone Wealth Management, LLC | 6 | 1 | 0.00% | 0.07% | 0.13% | Q3 2016 | Q3 2023 | 10 |
Daiwa SB Investments Ltd. | 10 | 10 | 0.15% | 0.18% | 0.21% | Q4 2016 | Q1 2019 | 10 |
Darwin Wealth Management, LLC | 7 | 1 | 0.01% | 0.28% | 0.61% | Q1 2020 | Q3 2023 | 10 |
Prana Capital Management, LP | 5 | 1 | 0.18% | 1.73% | 3.12% | Q4 2018 | Q4 2022 | 10 |
Empowered Funds, LLC | 10 | 10 | 0.04% | 0.11% | 0.20% | Q2 2021 | Q3 2023 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Quadrature Capital Ltd | 3 | 1 | 0.01% | 0.50% | 1.62% | Q2 2016 | Q1 2023 | 10 |
WealthPLAN Partners, LLC | 5 | 5 | 0.11% | 0.18% | 0.25% | Q1 2021 | Q4 2023 | 10 |
Banco de Sabadell, S.A | 7 | 3 | 0.11% | 0.27% | 0.69% | Q2 2018 | Q4 2020 | 10 |
OAKBROOK INVESTMENTS LLC | 5 | 1 | 0.11% | 0.17% | 0.22% | Q3 2016 | Q4 2019 | 9 |
HRT FINANCIAL LP | 3 | 1 | 0.01% | 0.16% | 0.33% | Q3 2018 | Q1 2023 | 9 |
CAMBRIDGE TRUST CO | 8 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 9 |
Redwood Investment Management, LLC | 5 | 2 | 0.06% | 0.40% | 0.89% | Q2 2019 | Q3 2023 | 9 |
Icon Wealth Partners, LLC | 3 | 1 | 0.00% | 0.05% | 0.07% | Q1 2019 | Q3 2023 | 9 |
FORA Capital, LLC | 4 | 1 | 0.05% | 0.55% | 1.07% | Q4 2019 | Q1 2023 | 9 |
Sturgeon Ventures LLP | 9 | 9 | 0.76% | 0.97% | 1.37% | Q4 2019 | Q4 2021 | 9 |
SANDLER CAPITAL MANAGEMENT | 3 | 3 | 0.02% | 0.42% | 1.25% | Q1 2019 | Q3 2023 | 9 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 9 | 9 | 0.09% | 0.13% | 0.15% | Q1 2018 | Q1 2020 | 9 |
TRANSCEND CAPITAL ADVISORS, LLC | 9 | 9 | 0.94% | 1.03% | 1.17% | Q3 2021 | Q3 2023 | 9 |
Soros Fund Management | 8 | 1 | 0.01% | 0.19% | 0.32% | Q1 2017 | Q4 2019 | 9 |
Tuttle Capital Management, LLC | 2 | 1 | 0.18% | 0.46% | 1.32% | Q3 2017 | Q1 2021 | 9 |
Alera Investment Advisors, LLC | 7 | 2 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q3 2023 | 9 |
Evolution Wealth Advisors, LLC | 6 | 3 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2021 | 9 |
TRUSTCORE FINANCIAL SERVICES, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2022 | 9 |
Herold Advisors, Inc. | 9 | 9 | 0.73% | 1.03% | 1.37% | Q3 2021 | Q3 2023 | 9 |
Providence Capital Advisors, LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 9 |
Summit Financial, LLC | 9 | 9 | 0.03% | 0.05% | 0.10% | Q3 2021 | Q3 2023 | 9 |
Krane Funds Advisors LLC | 7 | 2 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q4 2021 | 9 |
Halpern Financial, Inc. | 9 | 9 | 0.04% | 0.05% | 0.08% | Q3 2021 | Q3 2023 | 9 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 5 | 2 | 0.00% | 0.29% | 1.34% | Q2 2016 | Q4 2019 | 9 |
Parametrica Management Ltd | 2 | 1 | 0.20% | 0.82% | 2.71% | Q3 2016 | Q2 2023 | 9 |
Ipswich Investment Management Co., Inc. | 4 | 1 | 0.04% | 0.06% | 0.08% | Q4 2018 | Q2 2023 | 9 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 9 | 9 | 0.15% | 0.21% | 0.29% | Q2 2016 | Q2 2018 | 9 |
TYBOURNE CAPITAL MANAGEMENT (HK) LTD | 7 | 2 | 4.69% | 6.41% | 8.37% | Q1 2021 | Q3 2023 | 9 |
Liontrust Investment Partners LLP | 8 | 1 | 0.08% | 0.09% | 0.11% | Q4 2020 | Q2 2023 | 9 |
Fort Point Capital Partners LLC | 9 | 9 | 0.15% | 0.17% | 0.19% | Q3 2021 | Q3 2023 | 9 |
Newbridge Financial Services Group, Inc. | 7 | 2 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 9 |
TELEMUS CAPITAL, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
HBK INVESTMENTS L P | 3 | 1 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q3 2019 | 9 |
NFJ INVESTMENT GROUP, LLC | 9 | 9 | 0.31% | 0.39% | 0.58% | Q1 2021 | Q1 2023 | 9 |
OXFORD ASSET MANAGEMENT LLP | 7 | 1 | 0.01% | 0.14% | 0.29% | Q1 2017 | Q4 2019 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 0.22% | 0.28% | 0.33% | Q3 2021 | Q3 2023 | 9 |
Siemens Fonds Invest GmbH | 9 | 9 | 0.21% | 0.29% | 0.32% | Q3 2021 | Q3 2023 | 9 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 9 | 9 | 0.03% | 0.05% | 0.06% | Q2 2020 | Q2 2022 | 9 |
Global X Management CO LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2018 | 9 |
Curi Wealth Management, LLC | 8 | 1 | 0.00% | 0.04% | 0.09% | Q4 2020 | Q3 2023 | 9 |
CHILDRESS CAPITAL ADVISORS, LLC | 7 | 1 | 0.03% | 0.10% | 0.16% | Q4 2020 | Q3 2023 | 9 |
BSW Wealth Partners | 6 | 1 | 0.04% | 0.09% | 0.18% | Q2 2020 | Q2 2023 | 9 |
Vancity Investment Management Ltd | 9 | 9 | 1.96% | 2.30% | 2.60% | Q3 2021 | Q3 2023 | 9 |
Gladstone Institutional Advisory LLC | 9 | 9 | 0.02% | 0.08% | 0.16% | Q3 2021 | Q3 2023 | 9 |
FCF Advisors LLC | 9 | 9 | 0.65% | 1.03% | 1.21% | Q1 2020 | Q1 2022 | 9 |
IndexIQ Advisors LLC | 5 | 4 | 0.00% | 0.08% | 0.14% | Q4 2019 | Q1 2022 | 9 |
Boston Common Asset Management, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2022 | 9 |
Hexavest Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 9 |
TOMPKINS FINANCIAL CORP | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q4 2023 | 9 |
HALL LAURIE J TRUSTEE | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
DB Wealth Management Group, LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
Addison Advisors LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 9 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 7 | 2 | 0.20% | 1.31% | 1.95% | Q1 2017 | Q3 2019 | 9 |
Veritas Investment Partners (UK) Ltd. | 5 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 9 |
Dakota Wealth Management | 8 | 8 | 0.04% | 0.14% | 0.22% | Q2 2020 | Q1 2022 | 9 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 9 | 9 | 0.03% | 0.38% | 0.80% | Q3 2021 | Q3 2023 | 9 |
Amtrust Financial Services, Inc. | 7 | 2 | 0.12% | 0.85% | 2.62% | Q4 2016 | Q4 2019 | 9 |
Bruderman Asset Management, LLC | 9 | 9 | 0.56% | 0.83% | 1.23% | Q2 2020 | Q2 2022 | 9 |
ST GERMAIN D J CO INC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q4 2023 | 9 |
Clark Capital Management Group, Inc. | 9 | 9 | 0.02% | 0.27% | 0.58% | Q3 2021 | Q3 2023 | 9 |
Private Vista, LLC | 9 | 9 | 0.09% | 0.13% | 0.22% | Q2 2018 | Q2 2020 | 9 |
44 WEALTH MANAGEMENT LLC | 7 | 2 | 0.07% | 0.09% | 0.10% | Q4 2020 | Q2 2023 | 9 |
TRUST CO OF TOLEDO NA /OH/ | 7 | 2 | 0.04% | 0.04% | 0.05% | Q3 2020 | Q4 2023 | 9 |
CHILTON INVESTMENT CO INC. | 9 | 9 | 0.01% | 0.26% | 1.24% | Q3 2021 | Q3 2023 | 9 |
APPLIED RESEARCH INVESTMENTS, LLC | 9 | 9 | 1.60% | 2.34% | 4.21% | Q2 2020 | Q2 2022 | 9 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q4 2022 | 9 |
Somerset Group LLC | 9 | 9 | 0.21% | 0.23% | 0.26% | Q3 2021 | Q3 2023 | 9 |
Intrua Financial, LLC | 9 | 9 | 0.10% | 0.14% | 0.18% | Q2 2020 | Q2 2022 | 9 |
Teza Capital Management LLC | 3 | 1 | 0.06% | 0.26% | 0.61% | Q2 2019 | Q1 2023 | 9 |
JFS WEALTH ADVISORS, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Rosenberg Matthew Hamilton | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Unigestion Holding SA | 5 | 1 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.01% | 0.09% | 0.17% | Q2 2021 | Q3 2023 | 9 |
Machina Capital S.A.S. | 5 | 1 | 0.23% | 0.59% | 1.36% | Q4 2018 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
AMERICAN NATIONAL BANK | 8 | 1 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 9 |
Private Portfolio Partners LLC | 9 | 9 | 0.09% | 0.19% | 0.39% | Q3 2021 | Q3 2023 | 9 |
Perkins Coie Trust Co | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 9 |
HIGHLAND CAPITAL MANAGEMENT LP | 7 | 1 | 0.02% | 0.25% | 0.35% | Q3 2016 | Q2 2019 | 9 |
Psagot Value Holdings Ltd. / (Israel) | 9 | 9 | 0.06% | 0.16% | 0.23% | Q3 2021 | Q3 2023 | 9 |
HighMark Wealth Management LLC | 5 | 1 | 0.00% | 0.04% | 0.10% | Q4 2019 | Q3 2023 | 9 |
SCOUT INVESTMENTS, INC. | 9 | 9 | 0.01% | 0.51% | 0.79% | Q3 2016 | Q3 2018 | 9 |
First Command Bank | 9 | 9 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q2 2023 | 9 |
First Command Financial Services, Inc. | 9 | 9 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q2 2023 | 9 |
Courage Miller Partners, LLC | 6 | 3 | 0.09% | 0.10% | 0.11% | Q1 2021 | Q3 2023 | 9 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 9 | 9 | 0.16% | 0.20% | 0.27% | Q3 2020 | Q3 2022 | 9 |
CreativeOne Wealth, LLC | 9 | 9 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q2 2023 | 9 |
PIN OAK INVESTMENT ADVISORS INC | 6 | 3 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 9 |
ICW Investment Advisors LLC | 4 | 1 | 0.06% | 0.15% | 0.21% | Q4 2019 | Q3 2023 | 9 |
Pearl River Capital, LLC | 4 | 1 | 0.11% | 0.56% | 1.16% | Q1 2019 | Q3 2022 | 9 |
FULLER & THALER ASSET MANAGEMENT, INC. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2018 | 9 |
Ameritas Investment Company, LLC | 3 | 2 | 0.00% | 0.03% | 0.15% | Q4 2018 | Q3 2021 | 8 |
Column Capital Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Seven Springs Wealth Group, LLC | 8 | 8 | 0.01% | 0.04% | 0.14% | Q4 2019 | Q3 2021 | 8 |
Sound View Wealth Advisors Group, LLC | 6 | 2 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q2 2023 | 8 |
Royal Capital Wealth Management, LLC | 8 | 8 | 0.45% | 0.49% | 0.60% | Q4 2021 | Q3 2023 | 8 |
Capital Asset Advisory Services LLC | 7 | 1 | 0.03% | 0.06% | 0.11% | Q4 2020 | Q3 2023 | 8 |
Cedar Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Peachtree Investment Partners, LLC | 8 | 8 | 0.31% | 0.90% | 1.78% | Q2 2020 | Q1 2022 | 8 |
Sugarloaf Wealth Management, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 8 |
INVERNESS COUNSEL LLC /NY/ | 6 | 2 | 0.02% | 0.06% | 0.11% | Q2 2020 | Q3 2022 | 8 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 2 | 0.04% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.04% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 8 |
HORIZON BANCORP INC /IN/ | 4 | 4 | 0.03% | 0.17% | 0.28% | Q4 2019 | Q3 2023 | 8 |
Linscomb & Williams, Inc. | 7 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 8 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q3 2021 | 8 |
Highstreet Asset Management Inc. | 8 | 8 | 0.00% | 0.04% | 0.11% | Q1 2018 | Q4 2019 | 8 |
Optimal Asset Management, Inc. | 8 | 8 | 0.05% | 0.15% | 0.35% | Q4 2019 | Q3 2021 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.20% | 0.24% | 0.31% | Q4 2021 | Q3 2023 | 8 |
MISSION WEALTH MANAGEMENT, LP | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
WealthBridge Capital Management, LLC | 7 | 1 | 0.00% | 0.20% | 0.30% | Q4 2018 | Q1 2021 | 8 |
Covestor Ltd | 8 | 8 | 0.10% | 0.13% | 0.21% | Q4 2021 | Q3 2023 | 8 |
FORTEM FINANCIAL GROUP, LLC | 8 | 8 | 0.16% | 0.99% | 1.59% | Q3 2020 | Q2 2022 | 8 |
Wedmont Private Capital | 8 | 8 | 0.07% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Settian Capital LP | 8 | 8 | 2.11% | 2.44% | 3.51% | Q4 2021 | Q3 2023 | 8 |
THAMES CAPITAL MANAGEMENT LLC | 5 | 3 | 0.52% | 1.57% | 6.76% | Q4 2019 | Q4 2022 | 8 |
WOLFF WIESE MAGANA LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 8 |
Sand Hill Global Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q1 2022 | 8 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 5 | 3 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 8 |
WEST MICHIGAN ADVISORS, LLC | 8 | 8 | 0.16% | 0.24% | 0.30% | Q4 2021 | Q3 2023 | 8 |
PDS Planning, Inc | 8 | 8 | 0.04% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.41% | 0.89% | 2.92% | Q4 2021 | Q3 2023 | 8 |
swisspartners Ltd. | 8 | 8 | 2.82% | 3.40% | 4.20% | Q1 2021 | Q4 2022 | 8 |
Magnetar Financial LLC | 2 | 1 | 0.00% | 0.03% | 0.06% | Q3 2016 | Q1 2023 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q1 2019 | Q4 2020 | 8 |
GHE, LLC | 8 | 8 | 2.47% | 3.70% | 4.31% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.07% | 0.08% | 0.10% | Q3 2021 | Q2 2023 | 8 |
CALTON & ASSOCIATES, INC. | 6 | 2 | 0.06% | 0.13% | 0.23% | Q4 2017 | Q4 2021 | 8 |
Quent Capital, LLC | 8 | 8 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Newfound Research LLC | 8 | 8 | 0.15% | 0.19% | 0.23% | Q4 2020 | Q3 2022 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
AXS Investments LLC | 8 | 8 | 0.38% | 0.56% | 0.68% | Q4 2021 | Q3 2023 | 8 |
Industrial Alliance Investment Management Inc. | 8 | 8 | 0.13% | 0.36% | 0.55% | Q4 2021 | Q3 2023 | 8 |
Buttonwood Financial Advisors Inc. | 8 | 8 | 0.26% | 0.34% | 0.38% | Q4 2021 | Q3 2023 | 8 |
E Fund Management Co., Ltd. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 8 |
LGT Group Foundation | 8 | 8 | 0.04% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
West Financial Advisors, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Mount Capital Ltd | 8 | 8 | 1.50% | 1.85% | 2.35% | Q4 2021 | Q3 2023 | 8 |
Employers Holdings, Inc. | 8 | 8 | 0.21% | 0.30% | 0.41% | Q2 2019 | Q1 2021 | 8 |
SAGE PRIVATE WEALTH GROUP, LLC | 8 | 8 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2022 | 8 |
Triad Investment Management | 8 | 8 | 0.21% | 0.40% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Arlington Partners LLC | 8 | 8 | 0.01% | 0.16% | 1.17% | Q4 2021 | Q3 2023 | 8 |
Wealth Architects, LLC | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Confluence Wealth Management LLC | 8 | 8 | 0.11% | 0.27% | 0.50% | Q4 2018 | Q3 2020 | 8 |
Guardian Wealth Management, Inc. | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
MCF Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
ARGI Investment Services, LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2022 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.78% | 0.96% | 1.28% | Q4 2021 | Q3 2023 | 8 |
SkyView Investment Advisors, LLC | 8 | 8 | 0.07% | 0.18% | 0.56% | Q4 2021 | Q3 2023 | 8 |
Farmers & Merchants Trust Co of Chambersburg PA | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
AMS Capital Ltda | 8 | 8 | 0.67% | 4.78% | 8.55% | Q4 2021 | Q3 2023 | 8 |
Baker Avenue Asset Management, LP | 8 | 8 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Bancreek Capital Management, LP | 8 | 8 | 3.18% | 3.96% | 4.90% | Q4 2021 | Q3 2023 | 8 |
Mayflower Financial Advisors, LLC | 5 | 3 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 8 |
Cranbrook Wealth Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Capital Advisors, Ltd. LLC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
LWM Advisory Services, LLC | 8 | 8 | 0.40% | 0.67% | 1.15% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.25% | 0.30% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Winslow, Evans & Crocker, Inc. | 6 | 2 | 0.01% | 0.11% | 0.22% | Q4 2017 | Q4 2020 | 8 |
Capitolis Advisors LLC | 8 | 8 | 0.00% | 0.19% | 1.09% | Q4 2020 | Q3 2022 | 8 |
EMINENCE CAPITAL, LP | 7 | 1 | 0.70% | 1.56% | 3.51% | Q2 2016 | Q4 2018 | 8 |
Marathon Asset Management Ltd | 8 | 8 | 1.28% | 1.56% | 1.89% | Q4 2021 | Q3 2023 | 8 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 4 | 1 | 0.00% | 0.39% | 0.85% | Q2 2021 | Q3 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.28% | 0.33% | 0.36% | Q4 2021 | Q3 2023 | 8 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 6 | 2 | 0.00% | 0.04% | 0.07% | Q1 2018 | Q3 2021 | 8 |
NewEdge Wealth, LLC | 8 | 8 | 0.01% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.02% | 0.05% | 0.06% | Q4 2020 | Q3 2022 | 8 |
MCDANIEL TERRY & CO | 7 | 1 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q2 2023 | 8 |
TILIA FIDUCIARY PARTNERS, INC. | 8 | 8 | 0.36% | 0.44% | 0.52% | Q4 2021 | Q3 2023 | 8 |
Pacifica Partners Inc. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q4 2023 | 8 |
CAMG Solamere Management, LLC | 8 | 8 | 0.13% | 0.32% | 0.38% | Q4 2016 | Q3 2018 | 8 |
AIA Group Ltd | 8 | 8 | 0.02% | 0.07% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Baader Bank Aktiengesellschaft | 8 | 8 | 0.27% | 0.44% | 0.67% | Q4 2021 | Q3 2023 | 8 |
Jupiter Investment Management Ltd | 5 | 1 | 0.00% | 0.07% | 0.31% | Q1 2017 | Q4 2019 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.01% | 0.30% | 0.93% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.02% | 0.03% | 0.07% | Q3 2021 | Q3 2023 | 8 |
Varma Mutual Pension Insurance Co | 6 | 2 | 0.03% | 0.05% | 0.06% | Q2 2020 | Q2 2023 | 8 |
PICTON MAHONEY ASSET MANAGEMENT | 5 | 3 | 0.11% | 0.57% | 1.01% | Q3 2019 | Q3 2022 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.09% | 0.11% | 0.12% | Q4 2021 | Q3 2023 | 8 |
IBERIABANK CORP | 8 | 8 | 0.37% | 0.47% | 0.66% | Q3 2018 | Q2 2020 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.10% | 0.10% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Disciplina Capital Management LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
PA Capital LLC | 8 | 8 | 0.37% | 0.59% | 0.84% | Q4 2018 | Q3 2020 | 8 |
MOODY NATIONAL BANK TRUST DIVISION | 6 | 2 | 0.00% | 0.08% | 0.13% | Q4 2018 | Q3 2023 | 8 |
Allred Capital Management, LLC | 4 | 1 | 0.01% | 0.10% | 0.14% | Q4 2019 | Q3 2023 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.22% | 0.23% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Frisch Financial Group, Inc. | 8 | 8 | 0.44% | 0.71% | 0.92% | Q4 2021 | Q3 2023 | 8 |
CHANNING GLOBAL ADVISORS, LLC | 8 | 8 | 0.83% | 1.87% | 2.50% | Q4 2021 | Q3 2023 | 8 |
Alphinity Investment Management Pty Ltd | 6 | 2 | 2.36% | 3.38% | 4.80% | Q2 2018 | Q1 2022 | 8 |
Magnus Financial Group LLC | 8 | 8 | 0.02% | 0.04% | 0.05% | Q1 2019 | Q4 2020 | 8 |
Western Wealth Management, LLC | 8 | 8 | 0.02% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Roundview Capital LLC | 8 | 8 | 0.02% | 0.08% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.15% | 0.23% | 0.37% | Q4 2021 | Q3 2023 | 8 |
First Allied Advisory Services, Inc. | 6 | 2 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2020 | 8 |
Kavar Capital Partners, LLC | 5 | 1 | 0.05% | 0.08% | 0.11% | Q1 2018 | Q3 2020 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Nova R Wealth, Inc. | 8 | 8 | 0.35% | 0.42% | 0.57% | Q4 2021 | Q3 2023 | 8 |
Landsberg, Bennett, & Dubbaneh LLC | 6 | 1 | 0.17% | 0.25% | 0.55% | Q4 2018 | Q3 2021 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.06% | 0.13% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.09% | 0.26% | 0.54% | Q4 2020 | Q3 2023 | 8 |
Retirement Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 8 | 8 | 0.14% | 0.18% | 0.21% | Q2 2016 | Q1 2018 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Claraphi Advisory Network, LLC | 4 | 1 | 0.07% | 0.17% | 0.34% | Q1 2018 | Q3 2020 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.14% | 0.17% | 0.22% | Q4 2021 | Q3 2023 | 8 |
CAPITAL ONE FINANCIAL CORP | 8 | 8 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q4 2021 | 8 |
Endowment Wealth Management, Inc. | 8 | 8 | 0.25% | 0.27% | 0.30% | Q4 2021 | Q3 2023 | 8 |
LGT Fund Management Co Ltd. | 8 | 8 | 0.14% | 0.22% | 0.42% | Q4 2021 | Q3 2023 | 8 |
EPG Wealth Management LLC | 4 | 1 | 0.00% | 0.12% | 0.21% | Q1 2020 | Q3 2023 | 8 |
Cable Hill Partners, LLC | 7 | 1 | 0.01% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 8 |
Mendel Capital Management LLC | 8 | 8 | 0.40% | 0.49% | 0.56% | Q4 2021 | Q3 2023 | 8 |
Phraction Management LLC | 8 | 8 | 0.12% | 3.45% | 4.42% | Q4 2021 | Q3 2023 | 8 |
Fortress Wealth Management, Inc. | 8 | 8 | 1.64% | 2.00% | 2.46% | Q4 2021 | Q3 2023 | 8 |
SteelBridge Private Wealth Advisors LLC | 8 | 8 | 0.32% | 1.10% | 2.31% | Q2 2016 | Q1 2018 | 8 |
Lloyd Advisory Services, LLC. | 8 | 8 | 0.00% | 0.10% | 0.20% | Q3 2020 | Q2 2022 | 8 |
O'Shares Investment Advisers, LLC | 8 | 8 | 0.63% | 0.89% | 1.90% | Q2 2020 | Q1 2022 | 8 |
SALEM INVESTMENT COUNSELORS INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
KENFARB & CO. | 8 | 8 | 0.29% | 0.32% | 0.35% | Q4 2021 | Q3 2023 | 8 |
Comprehensive Financial Consultants Institutional, Inc. | 7 | 7 | 0.55% | 0.65% | 0.72% | Q1 2022 | Q3 2023 | 7 |
OAK HARBOR WEALTH PARTNERS, LLC | 7 | 7 | 0.12% | 0.19% | 0.23% | Q1 2022 | Q3 2023 | 7 |
First Western Trust Bank | 7 | 7 | 0.26% | 0.29% | 0.33% | Q1 2022 | Q3 2023 | 7 |
STONE RUN CAPITAL, LLC | 7 | 7 | 4.11% | 4.32% | 4.64% | Q1 2022 | Q3 2023 | 7 |
Confluence Wealth Services, Inc. | 4 | 3 | 0.02% | 0.09% | 0.14% | Q4 2021 | Q3 2023 | 7 |
MEYER HANDELMAN CO | 7 | 7 | 0.02% | 0.10% | 0.20% | Q1 2022 | Q3 2023 | 7 |
Chemistry Wealth Management LLC | 7 | 7 | 0.54% | 0.62% | 0.68% | Q1 2022 | Q3 2023 | 7 |
Hillhouse Capital Management | 7 | 7 | 0.08% | 0.13% | 0.17% | Q1 2017 | Q3 2018 | 7 |
Lombard Odier Asset Management (USA) Corp | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Brand Asset Management Group, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 7 |
Sather Financial Group Inc | 7 | 7 | 2.66% | 4.05% | 4.90% | Q1 2022 | Q3 2023 | 7 |
JOURNEY STRATEGIC WEALTH LLC | 5 | 2 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 7 |
Missouri Trust & Investment Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Bowman & Co S.C. | 7 | 7 | 0.38% | 0.43% | 0.54% | Q1 2022 | Q3 2023 | 7 |
ArrowMark Colorado Holdings LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Caldwell Investment Management Ltd. | 7 | 7 | 0.86% | 1.21% | 1.87% | Q4 2021 | Q2 2023 | 7 |
Carmignac Gestion | 7 | 7 | 2.76% | 3.98% | 4.80% | Q1 2022 | Q3 2023 | 7 |
TIEDEMANN ADVISORS, LLC | 5 | 2 | 0.01% | 0.03% | 0.08% | Q4 2018 | Q2 2021 | 7 |
DRW Securities, LLC | 2 | 1 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Willingdon Wealth Management | 7 | 7 | 0.00% | 0.83% | 1.44% | Q3 2018 | Q1 2020 | 7 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 7 | 7 | 0.12% | 0.20% | 0.37% | Q1 2022 | Q3 2023 | 7 |
ARROW FINANCIAL CORP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
LMCG INVESTMENTS, LLC | 7 | 7 | 0.31% | 0.44% | 0.52% | Q1 2022 | Q3 2023 | 7 |
Aspire Private Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Riverwater Partners LLC | 7 | 7 | 0.24% | 0.28% | 0.30% | Q2 2022 | Q4 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2018 | 7 |
Interval Partners, LP | 4 | 2 | 0.08% | 0.17% | 0.37% | Q4 2019 | Q3 2023 | 7 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 7 | 7 | 0.05% | 0.14% | 0.24% | Q2 2016 | Q4 2017 | 7 |
Heartland Bank & Trust Co | 4 | 3 | 0.45% | 0.65% | 0.79% | Q4 2020 | Q3 2022 | 7 |
Goodman Advisory Group, LLC | 7 | 7 | 0.09% | 0.19% | 0.24% | Q1 2022 | Q3 2023 | 7 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.88% | 1.06% | 1.18% | Q1 2022 | Q3 2023 | 7 |
Altavista Wealth Management, Inc. | 7 | 7 | 0.06% | 0.06% | 0.07% | Q2 2020 | Q4 2021 | 7 |
Thrive Wealth Management, LLC | 7 | 7 | 0.15% | 0.19% | 0.25% | Q1 2022 | Q3 2023 | 7 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 7 | 7 | 0.20% | 0.23% | 0.28% | Q1 2022 | Q3 2023 | 7 |
Private Ocean, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2022 | 7 |
First Western Capital Management Co | 7 | 7 | 0.77% | 1.24% | 1.54% | Q2 2016 | Q4 2017 | 7 |
VALLEY NATIONAL ADVISERS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Jackson Square Partners, LLC | 7 | 7 | 0.30% | 0.43% | 0.81% | Q1 2022 | Q3 2023 | 7 |
WBI INVESTMENTS, LLC | 3 | 1 | 0.04% | 0.28% | 0.60% | Q2 2017 | Q1 2020 | 7 |
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 7 | 7 | 3.33% | 3.95% | 4.83% | Q1 2022 | Q3 2023 | 7 |
Weiss Multi-Strategy Advisers LLC | 2 | 1 | 0.02% | 0.18% | 0.49% | Q1 2017 | Q1 2022 | 7 |
IVC Wealth Advisors LLC | 5 | 2 | 0.13% | 0.15% | 0.17% | Q2 2021 | Q3 2023 | 7 |
InterOcean Capital Group, LLC | 7 | 7 | 1.76% | 1.87% | 2.05% | Q1 2022 | Q3 2023 | 7 |
NorthRock Partners, LLC | 4 | 3 | 0.02% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Maven Securities LTD | 6 | 1 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2022 | 7 |
Fulcrum Asset Management LLP | 6 | 1 | 0.10% | 0.19% | 0.28% | Q2 2020 | Q1 2022 | 7 |
Lincoln Capital LLC | 7 | 7 | 0.24% | 0.25% | 0.27% | Q1 2022 | Q3 2023 | 7 |
GLG LLC | 7 | 7 | 0.10% | 0.12% | 0.14% | Q2 2016 | Q4 2017 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.15% | 0.23% | 0.29% | Q1 2021 | Q4 2022 | 7 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Jump Financial, LLC | 3 | 1 | 0.01% | 0.10% | 0.24% | Q1 2021 | Q3 2023 | 7 |
FOUNDERS FINANCIAL SECURITIES LLC | 7 | 7 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
State of Wyoming | 6 | 1 | 0.01% | 0.09% | 0.17% | Q1 2021 | Q3 2023 | 7 |
Moisand Fitzgerald Tamayo, LLC | 5 | 2 | 0.00% | 0.01% | 0.05% | Q2 2021 | Q3 2023 | 7 |
Hickory Lane Capital Management LP | 7 | 7 | 2.54% | 3.35% | 4.43% | Q3 2021 | Q1 2023 | 7 |
Virtus Fund Advisers, LLC | 7 | 7 | 0.04% | 0.06% | 0.07% | Q2 2016 | Q4 2017 | 7 |
Lowell Blake & Associates Inc. | 4 | 3 | 0.10% | 0.59% | 0.87% | Q4 2019 | Q3 2023 | 7 |
Starfire Investment Advisers, Inc. | 6 | 1 | 0.10% | 0.11% | 0.16% | Q2 2018 | Q2 2020 | 7 |
Buffington Mohr McNeal | 7 | 7 | 1.45% | 1.58% | 1.88% | Q1 2022 | Q3 2023 | 7 |
Stuart Chaussee & Associates, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
TAURUS ASSET MANAGEMENT, LLC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Aurora Investment Counsel | 4 | 3 | 0.15% | 0.56% | 1.01% | Q4 2017 | Q4 2019 | 7 |
Outlook Wealth Advisors, LLC | 7 | 7 | 0.35% | 0.37% | 0.40% | Q1 2022 | Q3 2023 | 7 |
Epoch Investment Partners, Inc. | 7 | 7 | 0.02% | 0.08% | 0.16% | Q1 2019 | Q3 2020 | 7 |
Covenant Partners, LLC | 7 | 7 | 0.23% | 0.25% | 0.31% | Q1 2022 | Q3 2023 | 7 |
Capital Market Strategies LLC | 3 | 1 | 0.22% | 0.24% | 0.28% | Q4 2021 | Q4 2023 | 7 |
ROCKEFELLER FINANCIAL SERVICES INC | 7 | 7 | 0.16% | 0.26% | 0.32% | Q2 2016 | Q4 2017 | 7 |
Sustainable Growth Advisers, LP | 7 | 7 | 1.86% | 3.47% | 4.39% | Q1 2022 | Q3 2023 | 7 |
Consolidated Planning Corp | 6 | 1 | 0.06% | 0.36% | 0.47% | Q3 2021 | Q3 2023 | 7 |
Corsair Capital Management | 7 | 7 | 3.02% | 3.43% | 4.12% | Q1 2022 | Q3 2023 | 7 |
Cribstone Capital Management, LLC | 5 | 1 | 0.00% | 0.10% | 0.16% | Q2 2016 | Q1 2022 | 7 |
MAGNOLIA CAPITAL ADVISORS LLC | 7 | 7 | 0.21% | 0.38% | 0.57% | Q1 2022 | Q3 2023 | 7 |
Sculati Wealth Management, LLC | 7 | 7 | 0.12% | 0.13% | 0.13% | Q1 2022 | Q3 2023 | 7 |
LEUTHOLD GROUP, LLC | 6 | 1 | 0.53% | 0.68% | 0.91% | Q1 2016 | Q3 2020 | 7 |
Resonant Capital Advisors, LLC | 7 | 7 | 0.10% | 0.12% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Mosaic Family Wealth, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2019 | 7 |
Optas, LLC | 7 | 7 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 7 |
HARRELL INVESTMENT PARTNERS, LLC | 7 | 7 | 0.56% | 0.60% | 0.66% | Q1 2022 | Q3 2023 | 7 |
Houlihan Financial Resource Group, Ltd. | 5 | 1 | 0.01% | 0.16% | 0.22% | Q1 2020 | Q3 2023 | 7 |
Almanack Investment Partners, LLC. | 7 | 7 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q1 2022 | 7 |
DAVIS R M INC | 5 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 7 |
Conestoga Capital Advisors, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
L2 Asset Management, LLC | 7 | 7 | 0.14% | 0.15% | 0.16% | Q1 2022 | Q3 2023 | 7 |
ASHFORD CAPITAL MANAGEMENT INC | 7 | 7 | 0.19% | 0.21% | 0.24% | Q1 2022 | Q3 2023 | 7 |
Foundations Investment Advisors, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
First Bank & Trust | 7 | 7 | 0.09% | 0.26% | 0.34% | Q1 2022 | Q3 2023 | 7 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 7 | 7 | 0.05% | 0.06% | 0.07% | Q3 2020 | Q1 2022 | 7 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 6 | 1 | 0.04% | 0.07% | 0.08% | Q3 2021 | Q2 2023 | 7 |
Mascoma Wealth Management LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Bank of Marin | 7 | 7 | 0.47% | 0.51% | 0.58% | Q1 2022 | Q3 2023 | 7 |
Shepherd Financial Partners LLC | 7 | 7 | 0.13% | 0.15% | 0.23% | Q1 2022 | Q3 2023 | 7 |
Hudson Way Capital Management LLC | 7 | 7 | 6.90% | 8.52% | 9.51% | Q1 2022 | Q3 2023 | 7 |
AXIOM INVESTORS LLC /DE | 7 | 7 | 0.74% | 1.55% | 2.33% | Q2 2019 | Q4 2020 | 7 |
PYA Waltman Capital, LLC | 7 | 7 | 3.47% | 3.84% | 4.27% | Q1 2022 | Q3 2023 | 7 |
Summit Trail Advisors, LLC | 6 | 1 | 0.02% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 7 |
Kathmere Capital Management, LLC | 5 | 1 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 7 |
FIRST CITIZENS BANK & TRUST CO | 5 | 2 | 0.03% | 0.10% | 0.19% | Q4 2017 | Q3 2020 | 7 |
MIDDLETON & CO INC/MA | 7 | 7 | 1.28% | 1.33% | 1.39% | Q1 2022 | Q3 2023 | 7 |
TCF National Bank | 7 | 7 | 0.11% | 0.16% | 0.23% | Q3 2019 | Q1 2021 | 7 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Bell Bank | 7 | 7 | 0.16% | 0.18% | 0.20% | Q1 2022 | Q3 2023 | 7 |
Aperture Investors, LLC | 7 | 7 | 0.45% | 0.63% | 0.81% | Q1 2022 | Q3 2023 | 7 |
Brookfield Asset Management | 3 | 2 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q2 2023 | 7 |
Marcum Wealth, LLC | 7 | 7 | 0.04% | 0.06% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Bogart Wealth, LLC | 7 | 7 | 0.09% | 0.13% | 0.23% | Q1 2022 | Q3 2023 | 7 |
Red Door Wealth Management, LLC | 2 | 1 | 0.05% | 0.08% | 0.15% | Q1 2020 | Q3 2023 | 7 |
GROUP ONE TRADING, L.P. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2023 | 7 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 7 | 7 | 0.51% | 0.55% | 0.62% | Q1 2022 | Q3 2023 | 7 |
CDAM (UK) Ltd | 7 | 7 | 6.80% | 7.31% | 8.34% | Q1 2022 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2020 | 7 |
PEOPLES BANK /OH | 7 | 7 | 0.13% | 0.16% | 0.22% | Q3 2020 | Q1 2022 | 7 |
CARLSON CAPITAL L P | 4 | 3 | 0.05% | 0.37% | 0.90% | Q2 2016 | Q1 2023 | 7 |
ADVENT INTERNATIONAL, L.P. | 7 | 7 | 0.01% | 0.12% | 0.39% | Q1 2021 | Q3 2022 | 7 |
WoodTrust Financial Corp | 7 | 7 | 0.15% | 0.19% | 0.22% | Q1 2022 | Q3 2023 | 7 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2020 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 7 |
Blueshift Asset Management, LLC | 3 | 1 | 0.03% | 0.13% | 0.33% | Q2 2019 | Q3 2022 | 7 |
Quantinno Capital Management LP | 7 | 7 | 0.10% | 0.18% | 0.50% | Q1 2022 | Q3 2023 | 7 |
LIBERTY WEALTH MANAGEMENT LLC | 7 | 7 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2021 | 7 |
Van Leeuwen & Company, LLC | 4 | 3 | 0.82% | 1.67% | 2.55% | Q2 2019 | Q4 2021 | 7 |
ERn Financial, LLC | 7 | 7 | 0.11% | 0.16% | 0.18% | Q1 2022 | Q3 2023 | 7 |
55I, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 7 |
Meridian Wealth Advisors, LLC | 7 | 7 | 0.52% | 0.71% | 0.88% | Q1 2022 | Q3 2023 | 7 |
Delta Investment Management, LLC | 7 | 7 | 0.64% | 0.88% | 1.35% | Q1 2022 | Q3 2023 | 7 |
Claro Advisors LLC | 6 | 1 | 0.00% | 0.14% | 0.18% | Q4 2018 | Q3 2023 | 7 |
Athanor Capital, LP | 6 | 1 | 0.01% | 0.08% | 0.21% | Q2 2019 | Q1 2021 | 7 |
Temasek Holdings (Private) Ltd | 7 | 7 | 2.03% | 2.79% | 3.83% | Q1 2022 | Q3 2023 | 7 |
My Legacy Advisors, LLC | 7 | 7 | 0.20% | 0.23% | 0.26% | Q1 2022 | Q3 2023 | 7 |
Larson Financial Group LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
GDS Wealth Management | 7 | 7 | 0.42% | 0.99% | 1.32% | Q1 2022 | Q3 2023 | 7 |
Triasima Portfolio Management inc. | 7 | 7 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q2 2022 | 7 |
WealthPlan Investment Management, LLC | 6 | 1 | 0.22% | 0.26% | 0.34% | Q1 2022 | Q4 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.26% | 0.30% | 0.32% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Empirical Asset Management, LLC | 6 | 1 | 0.25% | 0.41% | 0.58% | Q4 2021 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
MATHER GROUP, LLC. | 7 | 7 | 0.02% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Cyrus J. Lawrence, LLC | 7 | 7 | 1.31% | 1.99% | 2.17% | Q1 2022 | Q3 2023 | 7 |
Phase 2 Partners, LLC | 6 | 6 | 2.82% | 4.48% | 5.53% | Q1 2022 | Q2 2023 | 6 |
CANTOR FITZGERALD, L. P. | 3 | 3 | 0.01% | 0.02% | 0.07% | Q1 2022 | Q3 2023 | 6 |
DAVIS SELECTED ADVISERS | 6 | 6 | 0.08% | 0.10% | 0.12% | Q2 2016 | Q3 2017 | 6 |
GW&K Investment Management, LLC | 4 | 2 | 0.00% | 0.29% | 0.56% | Q1 2022 | Q3 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.02% | 0.05% | 0.08% | Q2 2022 | Q3 2023 | 6 |
GOULD ASSET MANAGEMENT LLC /CA/ | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q3 2022 | 6 |
SENTINEL ASSET MANAGEMENT, INC. | 6 | 6 | 1.13% | 1.27% | 1.47% | Q2 2016 | Q3 2017 | 6 |
Nationwide Fund Advisors | 6 | 6 | 0.04% | 0.05% | 0.08% | Q2 2016 | Q3 2017 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.20% | 0.20% | 0.21% | Q2 2022 | Q3 2023 | 6 |
MADISON INVESTMENT HOLDINGS INC | 6 | 6 | 0.06% | 0.08% | 0.10% | Q1 2016 | Q2 2017 | 6 |
COOKSON PEIRCE & CO INC | 6 | 6 | 1.65% | 1.87% | 2.15% | Q2 2017 | Q3 2018 | 6 |
Commonwealth Equity Services, Inc | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2017 | 6 |
SII INVESTMENTS INC/WI | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2017 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
CAXTON CORP | 6 | 6 | 0.14% | 0.62% | 1.13% | Q4 2020 | Q1 2022 | 6 |
Lee Financial Co | 6 | 6 | 0.00% | 0.12% | 0.22% | Q2 2022 | Q3 2023 | 6 |
Hudson Bay Capital Management LP | 3 | 1 | 0.05% | 0.14% | 0.28% | Q1 2017 | Q1 2020 | 6 |
Senator Investment Group LP | 6 | 6 | 2.98% | 4.31% | 5.72% | Q1 2022 | Q2 2023 | 6 |
Nikko Asset Management Americas, Inc. | 6 | 6 | 0.00% | 0.02% | 0.03% | Q3 2016 | Q4 2017 | 6 |
Origin Asset Management LLP | 4 | 2 | 0.13% | 0.34% | 0.72% | Q2 2018 | Q2 2021 | 6 |
Rock Creek Group, LP | 3 | 1 | 0.00% | 0.28% | 1.65% | Q2 2019 | Q2 2023 | 6 |
Anson Funds Management LP | 2 | 1 | 0.05% | 0.35% | 0.86% | Q4 2019 | Q1 2023 | 6 |
Jacobus Wealth Management, Inc. | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2016 | Q3 2017 | 6 |
STERLING INVESTMENT MANAGEMENT, LLC | 6 | 6 | 1.05% | 1.27% | 1.90% | Q2 2022 | Q3 2023 | 6 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.73% | 0.80% | 0.91% | Q2 2022 | Q3 2023 | 6 |
West Coast Financial LLC | 6 | 6 | 0.86% | 0.89% | 0.92% | Q2 2022 | Q3 2023 | 6 |
Price Wealth, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2020 | 6 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 1 | 0.01% | 0.61% | 1.20% | Q1 2019 | Q3 2022 | 6 |
Banco BTG Pactual S.A. | 3 | 1 | 0.08% | 0.14% | 0.23% | Q4 2019 | Q3 2023 | 6 |
Ascent Wealth Partners, LLC | 4 | 2 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q3 2023 | 6 |
PDT Partners, LLC | 6 | 6 | 0.02% | 0.35% | 0.51% | Q4 2020 | Q1 2022 | 6 |
BTG Pactual Global Asset Management Ltd | 4 | 1 | 0.22% | 0.69% | 2.03% | Q4 2020 | Q2 2022 | 6 |
Matarin Capital Management, LLC | 3 | 3 | 0.24% | 0.49% | 0.82% | Q3 2018 | Q3 2020 | 6 |
Addison Capital Co | 6 | 6 | 0.27% | 0.30% | 0.34% | Q4 2017 | Q1 2019 | 6 |
GeoWealth Management, LLC | 4 | 2 | 0.00% | 0.05% | 0.11% | Q3 2021 | Q3 2023 | 6 |
Riverview Trust Co | 6 | 6 | 0.01% | 0.04% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Silver Lake Advisory, LLC | 4 | 1 | 0.11% | 0.12% | 0.13% | Q3 2020 | Q2 2023 | 6 |
FAS Wealth Partners, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Pictet North America Advisors SA | 4 | 2 | 0.05% | 0.51% | 1.19% | Q3 2018 | Q3 2023 | 6 |
American Money Management, LLC | 6 | 6 | 0.38% | 0.42% | 0.47% | Q2 2022 | Q3 2023 | 6 |
Stanley-Laman Group, Ltd. | 6 | 6 | 0.08% | 0.89% | 1.50% | Q1 2020 | Q2 2021 | 6 |
CHARTWELL INVESTMENT PARTNERS, LLC | 6 | 6 | 0.07% | 0.10% | 0.13% | Q2 2022 | Q3 2023 | 6 |
Merit Financial Group, LLC | 6 | 6 | 0.01% | 0.13% | 0.18% | Q2 2022 | Q3 2023 | 6 |
Lighthouse Financial Advisors, Inc. | 6 | 6 | 0.88% | 1.09% | 1.26% | Q4 2019 | Q1 2021 | 6 |
Pinnacle Wealth Management Advisory Group, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q2 2023 | 6 |
Otter Creek Advisors, LLC | 2 | 1 | 0.69% | 1.77% | 3.18% | Q4 2016 | Q3 2023 | 6 |
Relative Value Partners Group, LLC | 5 | 1 | 0.07% | 0.15% | 0.52% | Q1 2022 | Q3 2023 | 6 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 4 | 2 | 0.08% | 0.09% | 0.10% | Q1 2018 | Q3 2023 | 6 |
Atalan Capital Partners, LP | 6 | 6 | 7.48% | 11.10% | 13.54% | Q2 2022 | Q3 2023 | 6 |
Leverage Partners Absolute Return Fund SPC | 6 | 6 | 1.11% | 1.51% | 2.52% | Q4 2020 | Q1 2022 | 6 |
TRUE Private Wealth Advisors | 4 | 1 | 0.00% | 0.06% | 0.10% | Q4 2017 | Q4 2019 | 6 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
NVWM, LLC | 4 | 2 | 0.00% | 0.15% | 0.31% | Q3 2020 | Q3 2022 | 6 |
Meridian Wealth Management, LLC | 4 | 1 | 0.01% | 0.09% | 0.13% | Q3 2018 | Q3 2020 | 6 |
Lattice Capital Management, LLC | 6 | 6 | 0.07% | 0.43% | 1.17% | Q4 2021 | Q1 2023 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q1 2019 | 6 |
Legacy Advisors, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2019 | 6 |
Columbus Macro, LLC | 6 | 6 | 0.14% | 0.20% | 0.31% | Q2 2022 | Q3 2023 | 6 |
Atom Investors LP | 3 | 3 | 0.02% | 0.26% | 0.79% | Q1 2020 | Q3 2023 | 6 |
GABLES CAPITAL MANAGEMENT INC. | 4 | 2 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q4 2019 | 6 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.05% | 0.72% | 2.53% | Q4 2020 | Q2 2023 | 6 |
MACRO Consulting Group | 6 | 6 | 0.17% | 0.20% | 0.22% | Q1 2020 | Q2 2021 | 6 |
Arabesque Asset Management Ltd | 6 | 6 | 0.31% | 0.82% | 1.61% | Q1 2021 | Q2 2022 | 6 |
TWINBEECH CAPITAL LP | 3 | 1 | 0.01% | 0.34% | 1.13% | Q4 2020 | Q3 2023 | 6 |
Cinctive Capital Management LP | 3 | 1 | 0.04% | 0.38% | 0.64% | Q2 2021 | Q3 2023 | 6 |
BELLEVUE ASSET MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 6 |
Aurora Private Wealth, Inc. | 4 | 1 | 0.08% | 0.11% | 0.23% | Q1 2020 | Q2 2023 | 6 |
CWS Financial Advisors, LLC | 3 | 3 | 0.11% | 0.19% | 0.22% | Q1 2022 | Q3 2023 | 6 |
Systematic Alpha Investments, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 6 |
Grant/GrossMendelsohn, LLC | 4 | 2 | 0.35% | 0.39% | 0.43% | Q1 2022 | Q3 2023 | 6 |
Annandale Capital, LLC | 6 | 6 | 0.15% | 0.21% | 0.23% | Q1 2021 | Q2 2022 | 6 |
Northstar Advisory Group, LLC | 3 | 1 | 0.18% | 0.76% | 2.63% | Q4 2020 | Q2 2023 | 6 |
Alpha Paradigm Partners, LLC | 4 | 1 | 0.04% | 0.13% | 0.26% | Q4 2020 | Q4 2022 | 6 |
Rockbridge Investment Management, LCC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 6 |
MIZUHO MARKETS AMERICAS LLC | 2 | 1 | 0.05% | 0.27% | 0.95% | Q1 2022 | Q3 2023 | 6 |
Rise Advisors, LLC | 6 | 6 | 0.00% | 0.02% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Ten Capital Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
COLLECTIVE FAMILY OFFICE LLC | 6 | 6 | 0.09% | 0.11% | 0.12% | Q1 2021 | Q2 2022 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q1 2022 | 6 |
Bradley Mark J. | 6 | 6 | 2.16% | 2.30% | 2.45% | Q1 2022 | Q2 2023 | 6 |
Everhart Financial Group, Inc. | 6 | 6 | 0.10% | 0.15% | 0.20% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Border to Coast Pensions Partnership Ltd | 6 | 6 | 0.65% | 0.78% | 0.91% | Q2 2021 | Q3 2022 | 6 |
Delos Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 4 | 2 | 0.23% | 0.25% | 0.30% | Q1 2022 | Q3 2023 | 6 |
Kathleen S. Wright Associates Inc. | 5 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 6 |
Czech National Bank | 6 | 6 | 0.33% | 0.34% | 0.36% | Q3 2022 | Q4 2023 | 6 |
New Millennium Group LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
SS&H Financial Advisors, Inc. | 5 | 1 | 1.97% | 2.03% | 2.16% | Q1 2022 | Q3 2023 | 6 |
Tyler-Stone Wealth Management | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Joule Financial, LLC | 6 | 6 | 0.22% | 0.46% | 0.78% | Q2 2022 | Q3 2023 | 6 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 6 | 6 | 0.53% | 0.60% | 0.66% | Q2 2022 | Q3 2023 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.05% | 0.09% | 0.24% | Q3 2016 | Q4 2017 | 6 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 5 | 1 | 0.53% | 0.95% | 1.23% | Q4 2019 | Q3 2023 | 6 |
PFS INVESTMENTS INC. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 6 |
BANCORPSOUTH INC | 6 | 6 | 0.24% | 0.27% | 0.30% | Q2 2016 | Q3 2017 | 6 |
PINNACLE ASSOCIATES LTD | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
CLEARBRIDGE, LLC | 6 | 6 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q4 2018 | 6 |
ORRSTOWN FINANCIAL SERVICES INC | 6 | 6 | 0.89% | 1.18% | 1.32% | Q4 2020 | Q1 2022 | 6 |
RAY GERALD L & ASSOCIATES LTD | 6 | 6 | 0.04% | 0.05% | 0.05% | Q2 2016 | Q3 2017 | 6 |
TRAIN BABCOCK ADVISORS LLC | 6 | 6 | 0.08% | 0.11% | 0.15% | Q2 2016 | Q3 2017 | 6 |
MANCHESTER FINANCIAL INC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2020 | 6 |
ADVISORY RESEARCH INC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q3 2017 | Q3 2023 | 6 |
NIPPON LIFE INSURANCE CO | 6 | 6 | 0.04% | 0.06% | 0.09% | Q2 2016 | Q3 2017 | 6 |
DUBUQUE BANK & TRUST CO | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2017 | 6 |
Bluefin Trading, LLC | 2 | 2 | 0.00% | 0.17% | 0.57% | Q2 2017 | Q3 2018 | 5 |
WFG Advisors, LP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2017 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.03% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Standard Family Office LLC | 3 | 2 | 0.00% | 0.04% | 0.18% | Q4 2020 | Q3 2022 | 5 |
Kovitz Investment Group Partners, LLC | 2 | 1 | 0.01% | 0.01% | 0.03% | Q3 2020 | Q1 2023 | 5 |
Crestline Management, LP | 3 | 1 | 0.00% | 0.32% | 0.54% | Q3 2016 | Q3 2023 | 5 |
MARCO INVESTMENT MANAGEMENT LLC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2023 | 5 |
Whitnell & Co. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.17% | 0.19% | 0.20% | Q3 2022 | Q3 2023 | 5 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 2 | 1 | 0.05% | 0.10% | 0.19% | Q4 2016 | Q1 2023 | 5 |
Gould Capital, LLC | 5 | 5 | 0.00% | 0.55% | 0.76% | Q1 2022 | Q1 2023 | 5 |
Howard Capital Management Group, LLC | 3 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 5 |
Red Tortoise LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 5 |
CAPSTONE ASSET MANAGEMENT CO | 5 | 5 | 0.10% | 0.11% | 0.12% | Q2 2016 | Q2 2017 | 5 |
Frank, Rimerman Advisors LLC | 5 | 5 | 0.34% | 0.42% | 0.50% | Q3 2021 | Q3 2022 | 5 |
Hirtle Callaghan & Co LLC | 5 | 5 | 0.01% | 0.05% | 0.10% | Q1 2022 | Q1 2023 | 5 |
General Partner, Inc. | 5 | 5 | 0.13% | 0.14% | 0.16% | Q4 2022 | Q4 2023 | 5 |
OSTERWEIS CAPITAL MANAGEMENT INC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
HEADINVEST, LLC | 5 | 5 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Baron Wealth Management LLC | 5 | 5 | 0.38% | 0.40% | 0.42% | Q4 2022 | Q4 2023 | 5 |
Round Table Services, LLC | 5 | 5 | 0.09% | 0.10% | 0.11% | Q4 2018 | Q4 2019 | 5 |
Portman Square Capital LLP | 3 | 3 | 0.02% | 0.06% | 0.12% | Q4 2022 | Q2 2023 | 5 |
Quantamental Technologies LLC | 3 | 2 | 0.10% | 0.52% | 1.36% | Q2 2019 | Q1 2022 | 5 |
Steward Financial Group LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 5 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 2 | 1 | 0.02% | 0.05% | 0.07% | Q3 2016 | Q2 2018 | 5 |
tru Independence LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
ALERUS FINANCIAL NA | 3 | 2 | 0.02% | 0.24% | 0.61% | Q4 2021 | Q3 2023 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q4 2023 | 5 |
Geneva Advisors, LLC | 5 | 5 | 1.03% | 1.15% | 1.28% | Q2 2016 | Q2 2017 | 5 |
Longview Partners (Guernsey) LTD | 5 | 5 | 3.84% | 3.99% | 4.04% | Q3 2022 | Q3 2023 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 5 |
Lazard Freres Gestion S.A.S. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Alphabet Inc. | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2022 | 5 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.01% | 0.11% | 0.48% | Q2 2016 | Q3 2018 | 5 |
Virtu KCG Holdings LLC | 5 | 5 | 0.01% | 0.03% | 0.09% | Q2 2016 | Q2 2017 | 5 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 5 | 5 | 0.03% | 0.11% | 0.29% | Q2 2016 | Q2 2017 | 5 |
B.O.S.S. Retirement Advisors, LLC | 5 | 5 | 0.68% | 0.93% | 1.09% | Q4 2022 | Q4 2023 | 5 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3 | 2 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 5 |
McAdam, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q4 2022 | 5 |
Front Row Advisors LLC | 3 | 2 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Bellecapital International Ltd. | 5 | 5 | 2.32% | 2.49% | 2.62% | Q3 2022 | Q3 2023 | 5 |
CADENCE BANK NA | 5 | 5 | 0.06% | 0.11% | 0.18% | Q2 2021 | Q2 2022 | 5 |
BROOKS, MOORE & ASSOCIATES, INC. | 5 | 5 | 0.19% | 0.21% | 0.22% | Q4 2018 | Q4 2019 | 5 |
CANANDAIGUA NATIONAL CORP | 5 | 5 | 0.09% | 0.18% | 0.24% | Q4 2021 | Q4 2022 | 5 |
SAWGRASS ASSET MANAGEMENT LLC | 5 | 5 | 1.05% | 1.15% | 1.22% | Q3 2022 | Q3 2023 | 5 |
RGT Wealth Advisors, LLC | 5 | 5 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q4 2021 | 5 |
Virtus ETF Advisers LLC | 3 | 1 | 0.01% | 0.13% | 0.39% | Q4 2019 | Q3 2023 | 5 |
American Beacon Advisors, Inc. | 5 | 5 | 1.35% | 1.46% | 1.60% | Q1 2017 | Q1 2018 | 5 |
Legacy Bridge, LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2019 | 5 |
BOSTON ADVISORS LLC | 3 | 2 | 0.02% | 0.12% | 0.30% | Q3 2016 | Q3 2018 | 5 |
Legato Capital Management LLC | 4 | 1 | 0.12% | 0.23% | 0.41% | Q2 2020 | Q3 2023 | 5 |
XTX Topco Ltd | 2 | 1 | 0.09% | 0.22% | 0.42% | Q2 2021 | Q3 2023 | 5 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 3 | 2 | 0.10% | 0.28% | 0.73% | Q4 2021 | Q1 2023 | 5 |
VESTOR CAPITAL, LLC | 5 | 5 | 0.24% | 1.48% | 2.48% | Q3 2022 | Q3 2023 | 5 |
Archon Partners LLC | 4 | 1 | 1.30% | 1.61% | 1.85% | Q4 2017 | Q3 2022 | 5 |
Yarbrough Capital, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
Global Financial Private Capital, Inc | 5 | 5 | 0.01% | 0.02% | 0.05% | Q3 2017 | Q3 2018 | 5 |
Dynamic Capital Management Ltd | 4 | 1 | 0.06% | 0.14% | 0.26% | Q2 2016 | Q3 2017 | 5 |
CLINTON GROUP INC | 2 | 1 | 0.03% | 0.59% | 2.12% | Q3 2016 | Q3 2018 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
NEXPOINT ASSET MANAGEMENT, L.P. | 4 | 4 | 0.15% | 0.24% | 0.32% | Q3 2019 | Q2 2020 | 5 |
Gyon Technologies Capital Management, LP | 4 | 1 | 0.08% | 0.36% | 0.87% | Q3 2021 | Q4 2022 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.18% | 0.20% | 0.21% | Q3 2022 | Q3 2023 | 5 |
DSC Advisors, L.P. | 5 | 5 | 0.18% | 0.32% | 0.54% | Q3 2021 | Q3 2022 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.29% | 0.33% | 0.38% | Q3 2022 | Q3 2023 | 5 |
JNBA Financial Advisors | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 5 |
Artemis Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Andesa Financial Management Inc. | 5 | 5 | 0.18% | 0.22% | 0.24% | Q1 2022 | Q1 2023 | 5 |
Morningstar Investment Services LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 5 |
Graham Capital Management, L.P. | 3 | 2 | 0.01% | 0.15% | 0.53% | Q1 2022 | Q3 2023 | 5 |
Avion Wealth | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q4 2022 | 5 |
AHL Partners LLP | 5 | 5 | 0.07% | 0.13% | 0.22% | Q4 2016 | Q4 2017 | 5 |
Bank Pictet & Cie (Europe) AG | 4 | 1 | 0.14% | 0.21% | 0.29% | Q2 2020 | Q3 2023 | 5 |
Donoghue Forlines LLC | 2 | 1 | 0.02% | 0.22% | 0.34% | Q2 2017 | Q1 2022 | 5 |
HERNDON CAPITAL MANAGEMENT LLC | 5 | 5 | 2.81% | 3.26% | 3.56% | Q2 2016 | Q2 2017 | 5 |
Azimuth Capital Investment Management LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Old North State Trust, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 5 |
ASB Consultores, LLC | 5 | 5 | 0.09% | 0.17% | 0.28% | Q4 2021 | Q4 2022 | 5 |
Bridgefront Capital, LLC | 2 | 1 | 0.22% | 0.35% | 0.65% | Q2 2021 | Q3 2023 | 5 |
ZACKS INVESTMENT MANAGEMENT | 4 | 1 | 0.01% | 0.06% | 0.08% | Q2 2017 | Q4 2020 | 5 |
United Asset Strategies, Inc. | 5 | 5 | 0.07% | 0.10% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Graypoint LLC | 5 | 5 | 0.02% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
1776 Wealth LLC | 3 | 2 | 0.03% | 0.11% | 0.24% | Q4 2019 | Q3 2023 | 5 |
OPSEU Pension Plan Trust Fund | 5 | 5 | 0.33% | 0.36% | 0.44% | Q1 2020 | Q1 2021 | 5 |
Acrospire Investment Management LLC | 5 | 5 | 0.02% | 0.03% | 0.05% | Q2 2016 | Q2 2017 | 5 |
Menard Financial Group LLC | 5 | 5 | 0.22% | 0.42% | 1.02% | Q2 2021 | Q2 2022 | 5 |
W.H. Cornerstone Investments Inc. | 5 | 5 | 0.93% | 1.11% | 1.31% | Q3 2022 | Q3 2023 | 5 |
TIVERTON ASSET MANAGEMENT LLC | 3 | 2 | 0.01% | 0.04% | 0.06% | Q4 2017 | Q3 2019 | 5 |
BANK OF NOVA SCOTIA TRUST CO | 4 | 1 | 0.01% | 0.07% | 0.09% | Q3 2017 | Q1 2022 | 5 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 5 | 5 | 0.05% | 0.05% | 0.06% | Q1 2021 | Q1 2022 | 5 |
AXXCESS WEALTH MANAGEMENT, LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 5 |
READYSTATE ASSET MANAGEMENT LP | 1 | 1 | 0.03% | 0.12% | 0.19% | Q1 2023 | Q3 2023 | 5 |
GAM SYSTEMATIC LLP | 5 | 5 | 0.04% | 0.18% | 0.32% | Q3 2016 | Q3 2017 | 5 |
Axiom Investment Management LLC | 4 | 1 | 0.16% | 0.27% | 0.34% | Q4 2018 | Q3 2022 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.05% | 0.20% | 0.72% | Q4 2017 | Q4 2018 | 5 |
Astoria Portfolio Advisors LLC. | 5 | 5 | 0.21% | 0.32% | 0.50% | Q4 2021 | Q4 2022 | 5 |
Soroban Capital Partners LP | 4 | 1 | 0.33% | 0.78% | 1.82% | Q1 2021 | Q2 2022 | 5 |
CWA Asset Management Group, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 5 |
Annapolis Financial Services, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
RIT CAPITAL PARTNERS PLC | 5 | 5 | 30.17% | 60.58% | 93.76% | Q3 2016 | Q3 2017 | 5 |
Ellsworth Advisors, LLC | 3 | 2 | 1.30% | 1.49% | 1.73% | Q2 2021 | Q4 2022 | 5 |
Snowhook Capital Management LP | 5 | 5 | 9.78% | 14.79% | 16.88% | Q4 2021 | Q4 2022 | 5 |
FIDUCIENT ADVISORS LLC | 5 | 5 | 0.09% | 0.12% | 0.14% | Q4 2021 | Q4 2022 | 5 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 5 | 5 | 0.03% | 0.07% | 0.23% | Q2 2017 | Q2 2018 | 5 |
Latitude Advisors, LLC | 5 | 5 | 0.14% | 0.21% | 0.24% | Q1 2021 | Q1 2022 | 5 |
Biltmore Family Office, LLC | 4 | 1 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 5 |
TriaGen Wealth Management LLC | 5 | 5 | 0.17% | 0.19% | 0.21% | Q4 2020 | Q4 2021 | 5 |
Balboa Wealth Partners | 5 | 5 | 0.18% | 0.29% | 0.53% | Q3 2022 | Q3 2023 | 5 |
TOBAM | 4 | 1 | 0.00% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2020 | 5 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 5 |
CEDAR CAPITAL, LLC | 5 | 5 | 0.29% | 0.40% | 0.53% | Q3 2019 | Q3 2020 | 5 |
Callan Capital, LLC | 4 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 5 |
Epic Trust Investment Advisors, LLC | 5 | 5 | 0.47% | 0.59% | 0.82% | Q3 2022 | Q3 2023 | 5 |
ABEILLE ASSET MANAGEMENT SA | 5 | 5 | 0.26% | 0.57% | 1.39% | Q4 2021 | Q4 2022 | 5 |
XR Securities LLC | 1 | 1 | 0.05% | 0.15% | 0.40% | Q2 2021 | Q4 2022 | 5 |
CenterBook Partners LP | 5 | 5 | 0.13% | 0.29% | 0.50% | Q4 2021 | Q4 2022 | 5 |
BREITER CAPITAL MANAGEMENT INC | 4 | 4 | 0.90% | 1.01% | 1.09% | Q2 2021 | Q1 2022 | 4 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 1 | 0.35% | 0.41% | 0.46% | Q4 2020 | Q1 2023 | 4 |
Bellwether Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2022 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.18% | 0.21% | 0.24% | Q4 2022 | Q3 2023 | 4 |
D'Orazio & Associates, Inc. | 3 | 1 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 4 |
Goldstein Advisors, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
New Hampshire Trust | 4 | 4 | 0.13% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
DoubleLine ETF Adviser LP | 4 | 4 | 0.54% | 0.68% | 0.81% | Q4 2022 | Q3 2023 | 4 |
BB&T INVESTMENT SERVICES, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 1.09% | 1.79% | 2.67% | Q4 2020 | Q3 2021 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Lavaca Capital LLC | 4 | 4 | 0.12% | 0.17% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Edge Capital Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Windmill Hill Asset Management Ltd | 4 | 4 | 1.00% | 1.25% | 1.50% | Q4 2022 | Q3 2023 | 4 |
Hoxton Planning & Management, LLC | 4 | 4 | 0.27% | 0.33% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Johnson Midwest Financial, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
CT Financial Advisors LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q1 2017 | 4 |
Integrated Wealth Management | 4 | 4 | 0.49% | 0.52% | 0.56% | Q2 2016 | Q1 2017 | 4 |
DRIVE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Castellan Group | 4 | 4 | 0.59% | 0.83% | 1.22% | Q4 2020 | Q3 2021 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.06% | 0.09% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.16% | 0.28% | 0.33% | Q4 2022 | Q3 2023 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.10% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
STEPH & CO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Lebenthal Asset Management, LLC | 4 | 4 | 0.04% | 0.24% | 0.34% | Q2 2016 | Q1 2017 | 4 |
Sonnipe Ltd | 4 | 4 | 0.11% | 0.15% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Bison Wealth, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
GraniteShares Advisors LLC | 2 | 2 | 0.24% | 0.28% | 0.32% | Q4 2021 | Q2 2023 | 4 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2 | 2 | 0.00% | 0.08% | 0.17% | Q2 2021 | Q3 2023 | 4 |
Wealthquest Corp | 4 | 4 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q1 2022 | 4 |
Realta Investment Advisors | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2019 | 4 |
Capital Group Investment Management Pte. Ltd. | 4 | 4 | 0.06% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
TCG Advisory Services, LLC | 3 | 3 | 0.06% | 0.09% | 0.14% | Q4 2020 | Q2 2021 | 4 |
Cercano Management LLC | 4 | 4 | 1.57% | 1.64% | 1.68% | Q4 2022 | Q3 2023 | 4 |
THOMPSON DAVIS & CO., INC. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2017 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Wallace Advisory Group, LLC | 4 | 4 | 0.39% | 0.40% | 0.41% | Q4 2022 | Q3 2023 | 4 |
McClarren Financial Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.11% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Ovata Capital Management Ltd | 4 | 4 | 0.00% | 0.02% | 0.10% | Q3 2021 | Q2 2022 | 4 |
Newport Trust Company, LLC | 4 | 4 | 1.12% | 1.25% | 1.38% | Q4 2022 | Q3 2023 | 4 |
Rosenbaum Jay D. | 2 | 2 | 0.36% | 0.37% | 0.39% | Q4 2021 | Q3 2023 | 4 |
Veritas Asset Management LLP | 4 | 4 | 3.32% | 4.29% | 5.30% | Q4 2018 | Q3 2019 | 4 |
Prime Capital Investment Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Worth Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
IRONWOOD INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.18% | 0.19% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Aspire Wealth Management Corp | 4 | 4 | 0.48% | 0.50% | 0.53% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Golden State Equity Partners | 2 | 2 | 0.12% | 0.23% | 0.35% | Q2 2021 | Q3 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.07% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
WealthStone, Inc. | 3 | 1 | 0.12% | 0.19% | 0.35% | Q2 2019 | Q1 2021 | 4 |
JACKSON HILL ADVISORS, LLC | 4 | 4 | 8.11% | 8.55% | 9.09% | Q4 2022 | Q3 2023 | 4 |
Noble Path Asset Management LP | 4 | 4 | 3.03% | 5.18% | 7.33% | Q1 2022 | Q4 2022 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.11% | 0.15% | 0.16% | Q4 2018 | Q3 2023 | 4 |
JS Capital Management LLC | 1 | 1 | 0.01% | 0.58% | 2.17% | Q2 2018 | Q3 2023 | 4 |
UBS OCONNOR LLC | 2 | 1 | 0.10% | 0.12% | 0.16% | Q3 2021 | Q1 2023 | 4 |
Alpha Family Trust | 4 | 4 | 0.25% | 0.27% | 0.32% | Q4 2022 | Q3 2023 | 4 |
HARBOR CAPITAL ADVISORS, INC. | 4 | 4 | 0.45% | 0.49% | 0.57% | Q1 2023 | Q4 2023 | 4 |
Ergoteles LLC | 4 | 4 | 0.01% | 0.58% | 0.88% | Q3 2022 | Q2 2023 | 4 |
CHILTON CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 4 |
OneAscent Financial Services LLC | 4 | 4 | 0.30% | 0.41% | 0.52% | Q1 2020 | Q4 2020 | 4 |
DELTA LLOYD NV | 4 | 4 | 0.06% | 0.09% | 0.12% | Q2 2016 | Q1 2017 | 4 |
Western Pacific Wealth Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Cassady Schiller Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
Winfield Associates, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2017 | 4 |
Eisler Capital (UK) Ltd. | 1 | 1 | 0.01% | 0.25% | 0.92% | Q1 2021 | Q3 2023 | 4 |
Cunning Capital Partners, LP | 4 | 4 | 2.19% | 2.68% | 2.89% | Q1 2020 | Q4 2020 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.00% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 4 |
Capricorn Fund Managers Ltd | 4 | 4 | 0.04% | 0.49% | 0.96% | Q2 2022 | Q1 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
WEST BANCORPORATION INC | 4 | 4 | 0.11% | 0.19% | 0.29% | Q4 2021 | Q3 2022 | 4 |
T. Rowe Price Investment Management, Inc. | 4 | 4 | 0.12% | 0.15% | 0.18% | Q4 2022 | Q3 2023 | 4 |
IMPACTfolio, LLC | 4 | 4 | 0.24% | 0.25% | 0.26% | Q1 2022 | Q4 2022 | 4 |
VELA Investment Management, LLC | 4 | 4 | 0.17% | 0.23% | 0.31% | Q4 2021 | Q3 2022 | 4 |
Independent Wealth Network Inc. | 3 | 1 | 0.13% | 0.15% | 0.16% | Q3 2021 | Q2 2023 | 4 |
Naviter Wealth, LLC | 3 | 1 | 0.05% | 0.30% | 0.95% | Q1 2022 | Q2 2023 | 4 |
Roberts Capital Advisors, LLC | 4 | 4 | 0.85% | 0.89% | 0.93% | Q4 2021 | Q3 2022 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.01% | 0.04% | 0.11% | Q3 2022 | Q3 2023 | 4 |
North Fourth Asset Management, LP | 3 | 1 | 0.83% | 1.84% | 3.43% | Q3 2021 | Q4 2022 | 4 |
Advisors Preferred, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q4 2019 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 4 |
DAVIDSON & GARRARD INC | 3 | 1 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q3 2017 | 4 |
Next Capital Management LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2019 | 4 |
Crestmont Private Wealth LLC | 4 | 4 | 0.23% | 0.26% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Prentice Wealth Management LLC | 3 | 1 | 0.03% | 0.06% | 0.11% | Q1 2021 | Q2 2022 | 4 |
Regency Capital Management Inc.\DE | 4 | 4 | 1.42% | 1.47% | 1.50% | Q1 2021 | Q4 2021 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Cordasco Financial Network | 3 | 1 | 0.00% | 0.02% | 0.03% | Q1 2017 | Q2 2022 | 4 |
Clearstead Trust, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q4 2018 | 4 |
Tesuji Partners | 4 | 4 | 10.42% | 11.61% | 12.12% | Q4 2017 | Q3 2018 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Stratos Wealth Advisors, LLC | 4 | 4 | 0.12% | 0.13% | 0.15% | Q4 2018 | Q3 2019 | 4 |
Morse Asset Management, Inc | 4 | 4 | 0.08% | 0.53% | 0.73% | Q4 2022 | Q3 2023 | 4 |
Timber Hill LLC | 2 | 2 | 0.00% | 0.07% | 0.18% | Q4 2016 | Q1 2018 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.17% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Essex Financial Services, Inc. | 3 | 1 | 0.04% | 0.05% | 0.06% | Q1 2018 | Q1 2019 | 4 |
BREAKLINE CAPITAL LLC | 2 | 1 | 2.27% | 4.09% | 7.61% | Q1 2018 | Q4 2020 | 4 |
Polar Asset Management Partners Inc. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q4 2021 | 4 |
Private Wealth Partners, LLC | 4 | 4 | 0.31% | 0.34% | 0.37% | Q4 2022 | Q3 2023 | 4 |
STRATEGIC CAPITAL ADVISERS, INC. | 4 | 4 | 1.34% | 1.51% | 1.62% | Q3 2021 | Q2 2022 | 4 |
Canton Hathaway, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
TFO Wealth Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 4 |
John W. Brooker & Co., CPAs | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
AlphaMark Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2020 | 4 |
Investors Research Corp | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 4 |
ZWJ INVESTMENT COUNSEL INC | 4 | 4 | 0.04% | 0.06% | 0.08% | Q1 2017 | Q4 2017 | 4 |
WestEnd Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
BBR PARTNERS, LLC | 3 | 1 | 0.06% | 0.07% | 0.07% | Q3 2019 | Q3 2023 | 4 |
Moloney Securities Asset Management, LLC | 4 | 4 | 0.16% | 0.18% | 0.22% | Q2 2021 | Q1 2022 | 4 |
Graves Light Lenhart Wealth, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
JANUS HENDERSON INVESTORS US LLC | 4 | 4 | 0.16% | 0.21% | 0.26% | Q2 2016 | Q1 2017 | 4 |
WealthTrust-Arizona, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q1 2017 | 4 |
AdvisorShares Investments LLC | 2 | 1 | 0.10% | 0.15% | 0.25% | Q4 2021 | Q3 2023 | 4 |
CERTUITY, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
LEVEL FOUR ADVISORY SERVICES, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Global Wealth Management Investment Advisory, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
ANGLEPOINT ASSET MANAGEMENT, LTD. | 4 | 4 | 0.77% | 2.16% | 3.14% | Q1 2020 | Q4 2020 | 4 |
Busey Bank | 3 | 1 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q1 2019 | 4 |
UNIO CAPITAL LLC | 4 | 4 | 0.19% | 0.22% | 0.24% | Q4 2017 | Q3 2018 | 4 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 2 | 2 | 0.01% | 0.04% | 0.11% | Q1 2021 | Q3 2023 | 4 |
Sentry Investments Corp. | 4 | 4 | 0.06% | 0.09% | 0.15% | Q2 2017 | Q1 2018 | 4 |
Lucha Capital Management, LP | 4 | 4 | 3.04% | 3.28% | 3.88% | Q4 2018 | Q3 2019 | 4 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Elevated Capital Advisors, LLC | 4 | 4 | 0.16% | 0.17% | 0.19% | Q4 2022 | Q3 2023 | 4 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.08% | 0.24% | Q2 2019 | Q1 2022 | 4 |
Avidian Wealth Solutions, LLC | 2 | 2 | 0.02% | 0.08% | 0.16% | Q3 2019 | Q1 2022 | 4 |
Delphi Private Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2019 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Greystone Managed Investments Inc. | 4 | 4 | 0.48% | 0.53% | 0.56% | Q4 2018 | Q3 2019 | 4 |
Sageworth Trust Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 4 |
GENEVA CAPITAL MANAGEMENT LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
BANK OF THE WEST | 4 | 4 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q1 2022 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2018 | 4 |
COWEN AND COMPANY, LLC | 2 | 2 | 0.00% | 0.01% | 0.04% | Q3 2021 | Q4 2021 | 4 |
FIC CAPITAL INC | 3 | 1 | 0.09% | 0.09% | 0.10% | Q3 2016 | Q3 2017 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.65% | 0.82% | 0.97% | Q3 2020 | Q2 2021 | 4 |
SPOT TRADING L.L.C. | 2 | 2 | 0.02% | 0.06% | 0.08% | Q2 2017 | Q3 2017 | 4 |
Cypress Capital, LLC | 4 | 4 | 0.98% | 1.05% | 1.12% | Q3 2021 | Q2 2022 | 4 |
UNDERHILL INVESTMENT MANAGEMENT LLC | 4 | 4 | 1.48% | 1.53% | 1.58% | Q4 2017 | Q3 2018 | 4 |
Motley Fool Asset Management LLC | 3 | 1 | 0.17% | 0.23% | 0.28% | Q3 2021 | Q4 2022 | 4 |
Horan Securities, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 4 |
Wills Financial Group, Inc. | 4 | 4 | 0.81% | 1.19% | 1.50% | Q4 2022 | Q3 2023 | 4 |
USCA RIA LLC | 2 | 1 | 0.02% | 0.06% | 0.16% | Q1 2020 | Q2 2021 | 4 |
Aquatic Capital Management LLC | 2 | 1 | 0.11% | 0.79% | 1.22% | Q4 2021 | Q3 2023 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 4 |
MainStreet Investment Advisors LLC | 3 | 1 | 0.05% | 0.06% | 0.07% | Q1 2020 | Q3 2023 | 4 |
CAPITAL GUARDIAN TRUST CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 4 |
TIAA CREF TRUST CO FSB/MO | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q1 2017 | 4 |
TLP GROUP LLC | 2 | 2 | 0.01% | 0.07% | 0.13% | Q3 2017 | Q3 2018 | 4 |
PFS Partners, LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Knollwood Investment Advisory, LLC | 4 | 4 | 0.52% | 0.98% | 1.32% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Invictus RG | 3 | 1 | 0.00% | 0.12% | 0.37% | Q2 2016 | Q2 2017 | 4 |
Prosperity Financial Group, Inc. | 4 | 4 | 0.25% | 0.26% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 0.07% | 0.13% | 0.30% | Q2 2022 | Q3 2023 | 4 |
BRADY FAMILY WEALTH, LLC | 4 | 4 | 0.97% | 1.02% | 1.10% | Q4 2022 | Q3 2023 | 4 |
Tilt Investment Management Holdings, PBC | 4 | 4 | 0.44% | 0.45% | 0.47% | Q4 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.90% | 1.03% | 1.09% | Q4 2022 | Q3 2023 | 4 |
Julex Capital Management, LLC | 4 | 4 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2019 | 4 |
Heritage Wealth Management, Inc./Texas | 4 | 4 | 0.53% | 0.56% | 0.58% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
NWAM LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.51% | 0.64% | 0.73% | Q4 2022 | Q3 2023 | 4 |
Beacon Bridge Wealth Partners, LLC | 4 | 4 | 0.22% | 0.23% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Applied Capital LLC/FL | 4 | 4 | 0.45% | 0.46% | 0.48% | Q4 2022 | Q3 2023 | 4 |
Prossimo Advisors, LLC | 4 | 4 | 0.50% | 0.91% | 1.22% | Q4 2022 | Q3 2023 | 4 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 4 | 4 | 0.18% | 0.19% | 0.21% | Q1 2023 | Q4 2023 | 4 |
Versor Investments LP | 2 | 1 | 0.02% | 0.06% | 0.17% | Q1 2020 | Q1 2023 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
LFA - Lugano Financial Advisors SA | 2 | 1 | 0.01% | 0.73% | 1.22% | Q4 2019 | Q3 2023 | 3 |
DAGCO, INC. | 3 | 3 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q4 2021 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.29% | 0.31% | 0.33% | Q1 2023 | Q3 2023 | 3 |
Your Advocates Ltd., LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 3 |
Joseph P. Lucia & Associates, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 3 |
Fluent Financial, LLC | 3 | 3 | 0.95% | 0.98% | 1.02% | Q2 2021 | Q4 2021 | 3 |
Measured Wealth Private Client Group, LLC | 3 | 3 | 0.11% | 0.12% | 0.14% | Q2 2020 | Q4 2020 | 3 |
CARILLON TOWER ADVISERS, INC. | 3 | 3 | 0.10% | 0.11% | 0.11% | Q1 2018 | Q3 2018 | 3 |
Haafor (Singapore) Pte. Ltd. | 2 | 1 | 0.48% | 0.63% | 0.84% | Q4 2019 | Q3 2020 | 3 |
Candlestick Capital Management LP | 2 | 1 | 0.16% | 0.70% | 1.46% | Q1 2022 | Q4 2022 | 3 |
Venture Visionary Partners LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 3 |
Physician Wealth Advisors, Inc. | 3 | 3 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q4 2021 | 3 |
OmniStar Financial Group, Inc. | 3 | 3 | 0.29% | 0.33% | 0.36% | Q4 2017 | Q2 2018 | 3 |
Americana Partners, LLC | 3 | 3 | 0.13% | 0.14% | 0.18% | Q1 2022 | Q3 2022 | 3 |
Avalon Trust Co | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Bay Rivers Group | 3 | 3 | 0.20% | 0.21% | 0.22% | Q3 2020 | Q1 2021 | 3 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.27% | 0.40% | 0.53% | Q4 2019 | Q1 2022 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Meadow Creek Wealth Advisors LLC | 3 | 3 | 0.39% | 0.40% | 0.40% | Q1 2022 | Q3 2022 | 3 |
Omnia Family Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
Polianta Ltd | 2 | 1 | 0.64% | 0.65% | 0.67% | Q2 2020 | Q1 2021 | 3 |
Great Lakes Retirement, Inc. | 3 | 3 | 0.29% | 0.30% | 0.32% | Q1 2023 | Q3 2023 | 3 |
Enlightenment Research, LLC | 1 | 1 | 0.23% | 0.40% | 0.67% | Q1 2020 | Q4 2021 | 3 |
Crescent Capital Consulting, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Simmons Bank | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Premier Fund Managers Ltd | 3 | 3 | 0.23% | 0.44% | 0.61% | Q2 2020 | Q4 2020 | 3 |
Archer Investment Corp | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.10% | 0.11% | 0.13% | Q1 2022 | Q4 2022 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Royal Fund Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
THREADGILL FINANCIAL, LLC | 2 | 1 | 0.52% | 1.24% | 1.94% | Q1 2022 | Q3 2023 | 3 |
Prudent Man Advisors, LLC | 2 | 1 | 0.26% | 0.26% | 0.27% | Q4 2022 | Q3 2023 | 3 |
Jackson, Grant Investment Advisers, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Perpetual Ltd | 3 | 3 | 0.75% | 0.78% | 0.83% | Q1 2023 | Q3 2023 | 3 |
INCEPTIONR LLC | 3 | 3 | 0.15% | 0.23% | 0.37% | Q4 2022 | Q2 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Financial Insights, Inc. | 2 | 1 | 0.11% | 0.17% | 0.22% | Q4 2022 | Q3 2023 | 3 |
Financial Enhancement Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
BlackRock Group LTD | 3 | 3 | 0.12% | 0.13% | 0.15% | Q2 2016 | Q4 2016 | 3 |
Sage Mountain Advisors LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Diversified Portfolios, Inc. | 2 | 1 | 0.04% | 0.13% | 0.30% | Q1 2022 | Q3 2023 | 3 |
ENGINE NO. 1 LLC | 3 | 3 | 0.09% | 0.13% | 0.16% | Q2 2021 | Q4 2021 | 3 |
Iron Horse Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
DCM Advisors, LLC | 3 | 3 | 0.10% | 0.23% | 0.32% | Q3 2021 | Q1 2022 | 3 |
JACKSON PARK CAPITAL, LLC | 3 | 3 | 2.06% | 2.15% | 2.30% | Q2 2016 | Q4 2016 | 3 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 3 | 3 | 0.05% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
2Xideas AG | 3 | 3 | 0.90% | 0.96% | 1.01% | Q4 2020 | Q2 2021 | 3 |
Opal Wealth Advisors, LLC | 3 | 3 | 0.33% | 0.35% | 0.36% | Q1 2023 | Q3 2023 | 3 |
COWA, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 3 |
One River Asset Management, LLC | 1 | 1 | 0.09% | 0.18% | 0.30% | Q3 2023 | Q3 2023 | 3 |
Lebenthal Global Advisors, LLC | 3 | 3 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q2 2022 | 3 |
SITTNER & NELSON, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Lone Pine Capital | 3 | 3 | 2.49% | 3.01% | 3.80% | Q1 2019 | Q3 2019 | 3 |
QUANTRES ASSET MANAGEMENT Ltd | 2 | 1 | 0.14% | 0.80% | 1.64% | Q4 2016 | Q3 2018 | 3 |
Absoluto Partners Gestao de Recursos Ltda | 3 | 3 | 0.39% | 0.55% | 0.65% | Q1 2023 | Q3 2023 | 3 |
Northeast Financial Consultants Inc | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 2 | 1 | 0.05% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 3 |
Valley Brook Capital Group, Inc. | 2 | 1 | 0.13% | 0.14% | 0.17% | Q4 2020 | Q4 2021 | 3 |
Bouchey Financial Group Ltd | 2 | 1 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 3 |
Moreno Evelyn V | 3 | 3 | 0.08% | 0.11% | 0.16% | Q2 2022 | Q4 2022 | 3 |
Parkwood LLC | 2 | 1 | 0.04% | 0.05% | 0.07% | Q3 2016 | Q2 2017 | 3 |
IRON Financial LLC | 2 | 1 | 0.13% | 0.19% | 0.26% | Q3 2020 | Q2 2021 | 3 |
Gideon Capital Advisors, Inc. | 2 | 1 | 0.24% | 0.37% | 0.44% | Q2 2017 | Q3 2018 | 3 |
Fullerton Fund Management Co Ltd. | 3 | 3 | 0.15% | 1.76% | 2.65% | Q1 2023 | Q3 2023 | 3 |
Formidable Asset Management, LLC | 3 | 3 | 0.15% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
FUNDSMITH INVESTMENT SERVICES LTD. | 3 | 3 | 4.20% | 4.23% | 4.26% | Q2 2021 | Q4 2021 | 3 |
TUCKER ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Goldstream Capital Management Ltd | 3 | 3 | 0.08% | 0.10% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Princeton Alpha Management LP | 2 | 1 | 0.08% | 0.14% | 0.19% | Q2 2016 | Q1 2017 | 3 |
SVA Wealth Management, LLC | 3 | 3 | 0.02% | 0.05% | 0.07% | Q2 2020 | Q4 2020 | 3 |
Revisor Wealth Management LLC | 3 | 3 | 0.28% | 0.32% | 0.36% | Q1 2023 | Q3 2023 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Fifth Third Wealth Advisors LLC | 3 | 3 | 0.17% | 0.19% | 0.24% | Q2 2023 | Q4 2023 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
ML & R WEALTH MANAGEMENT LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Headlands Technologies LLC | 2 | 1 | 0.20% | 0.27% | 0.39% | Q4 2022 | Q3 2023 | 3 |
Paragon Capital Management Ltd | 2 | 1 | 0.01% | 0.14% | 0.24% | Q1 2017 | Q4 2021 | 3 |
PineStone Asset Management Inc. | 3 | 3 | 0.44% | 0.98% | 1.62% | Q1 2023 | Q3 2023 | 3 |
PARADIGM ASSET MANAGEMENT CO LLC | 2 | 1 | 0.10% | 0.26% | 0.58% | Q2 2016 | Q3 2022 | 3 |
H. L. Ormond & Company, LLC | 3 | 3 | 1.49% | 1.50% | 1.53% | Q1 2022 | Q3 2022 | 3 |
FNY Partners Fund LP | 3 | 3 | 0.01% | 0.09% | 0.23% | Q1 2017 | Q3 2017 | 3 |
Airain ltd | 3 | 3 | 0.01% | 0.30% | 0.79% | Q3 2016 | Q1 2017 | 3 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Cognios Capital, LLC | 2 | 1 | 0.02% | 0.25% | 0.40% | Q1 2018 | Q1 2020 | 3 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 3 |
Hartford Funds Management Co LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
SYMPHONY ASSET MANAGEMENT LLC | 1 | 1 | 0.13% | 0.14% | 0.16% | Q1 2018 | Q2 2019 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.04% | 0.07% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Segantii Capital Management Ltd | 2 | 1 | 0.11% | 0.22% | 0.46% | Q2 2021 | Q1 2022 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Samalin Investment Counsel, LLC | 2 | 1 | 0.02% | 0.11% | 0.16% | Q4 2019 | Q3 2023 | 3 |
Hutchens & Kramer Investment Management Group, LLC | 3 | 3 | 0.12% | 0.14% | 0.16% | Q4 2021 | Q2 2022 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
PROVENCE WEALTH MANAGEMENT GROUP | 3 | 3 | 0.17% | 0.18% | 0.19% | Q4 2022 | Q2 2023 | 3 |
Modera Wealth Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 3 |
CATALYST FINANCIAL PARTNERS LLC | 3 | 3 | 0.09% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Range Financial Group LLC | 3 | 3 | 0.16% | 0.18% | 0.20% | Q2 2021 | Q4 2021 | 3 |
Hilton Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
RETIREMENT GUYS FORMULA LLC | 3 | 3 | 0.32% | 0.41% | 0.49% | Q4 2021 | Q2 2022 | 3 |
Gladius Capital Management LP | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 3 |
V-Square Quantitative Management LLC | 3 | 3 | 0.55% | 0.67% | 0.80% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.04% | 0.53% | 0.92% | Q4 2019 | Q1 2023 | 3 |
Thematics Asset Management | 3 | 3 | 0.26% | 0.29% | 0.30% | Q1 2023 | Q3 2023 | 3 |
DAYMARK WEALTH PARTNERS, LLC | 3 | 3 | 0.07% | 0.14% | 0.25% | Q1 2023 | Q3 2023 | 3 |
Creative Capital Management Investments LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Jackson Wealth Management, LLC | 2 | 1 | 0.08% | 0.15% | 0.29% | Q4 2021 | Q3 2022 | 3 |
JGP Global Gestao de Recursos Ltda. | 2 | 1 | 0.71% | 1.36% | 2.51% | Q2 2022 | Q1 2023 | 3 |
Compound Global Advisors, LLC | 2 | 1 | 0.74% | 0.87% | 1.06% | Q4 2022 | Q3 2023 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.17% | 0.18% | 0.18% | Q1 2023 | Q3 2023 | 3 |
MRP Capital Investments, LLC | 2 | 1 | 0.69% | 0.72% | 0.75% | Q4 2022 | Q3 2023 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.30% | 0.30% | 0.31% | Q1 2023 | Q3 2023 | 3 |
Ruggaard & Associates LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Empire Financial Management Company, LLC | 3 | 3 | 0.12% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Buck Wealth Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.17% | 0.23% | 0.27% | Q1 2023 | Q3 2023 | 3 |
OFI INVEST ASSET MANAGEMENT | 3 | 3 | 0.15% | 0.28% | 0.44% | Q1 2023 | Q3 2023 | 3 |
Pinkerton Retirement Specialists, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Spectrum Management Group, LLC | 3 | 3 | 0.21% | 0.22% | 0.23% | Q1 2020 | Q3 2020 | 3 |
FDO Partners, LLC | 2 | 1 | 0.05% | 0.58% | 0.96% | Q4 2016 | Q3 2017 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 3 |
Kylin Management | 3 | 3 | 2.38% | 5.28% | 7.42% | Q2 2018 | Q4 2018 | 3 |
Meristem Family Wealth, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2021 | 3 |
WESPAC Advisors, LLC | 3 | 3 | 0.43% | 0.46% | 0.52% | Q1 2018 | Q3 2018 | 3 |
Hutchin Hill Capital, LP | 2 | 1 | 0.02% | 0.05% | 0.09% | Q4 2016 | Q3 2017 | 3 |
MU Investments Co., Ltd. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q4 2017 | 3 |
Triple Frond Partners | 3 | 3 | 0.77% | 0.84% | 0.89% | Q1 2020 | Q3 2020 | 3 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2023 | Q3 2023 | 3 |
PFM Health Sciences, LP | 2 | 1 | 0.64% | 0.78% | 1.02% | Q2 2017 | Q2 2018 | 3 |
Partner Investment Management, L.P. | 2 | 1 | 0.78% | 0.93% | 1.12% | Q2 2017 | Q2 2018 | 3 |
HL FINANCIAL SERVICES LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2016 | 3 |
MSI Financial Services Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Montecito Bank & Trust | 2 | 1 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q4 2023 | 3 |
FNY Managed Accounts LLC | 2 | 1 | 0.00% | 0.05% | 0.08% | Q2 2016 | Q1 2018 | 3 |
Arrow Capital Management, LLC | 2 | 1 | 0.11% | 3.43% | 5.30% | Q2 2016 | Q4 2020 | 3 |
West Oak Capital, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q2 2016 | Q4 2016 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.06% | 0.08% | 0.13% | Q4 2017 | Q4 2018 | 3 |
BlackRock Fund Advisors | 3 | 3 | 0.07% | 0.08% | 0.08% | Q2 2016 | Q4 2016 | 3 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.05% | 0.18% | 0.29% | Q4 2019 | Q1 2023 | 3 |
Gladstone Capital Management LLP | 3 | 3 | 3.93% | 5.99% | 7.76% | Q4 2021 | Q2 2022 | 3 |
Azimuth Capital Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
MENORA MIVTACHIM HOLDINGS LTD. | 3 | 3 | 0.43% | 0.87% | 1.28% | Q1 2023 | Q3 2023 | 3 |
Russell Clark Investment Management Ltd | 3 | 3 | 0.86% | 1.02% | 1.27% | Q1 2021 | Q3 2021 | 3 |
Equitable Holdings, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Stephens Investment Management Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BlackRock Investment Management, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q2 2016 | Q4 2016 | 3 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2021 | 3 |
ALGERT GLOBAL LLC | 3 | 3 | 0.25% | 0.44% | 0.54% | Q1 2020 | Q3 2020 | 3 |
CADENCE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.05% | 0.07% | 0.08% | Q4 2016 | Q2 2017 | 3 |
FACTORY MUTUAL INSURANCE CO | 3 | 3 | 0.24% | 0.26% | 0.28% | Q1 2023 | Q3 2023 | 3 |
QCM Cayman, Ltd. | 1 | 1 | 0.47% | 1.05% | 2.17% | Q2 2017 | Q2 2020 | 3 |
HIGH POINT BANK & TRUST CO | 3 | 3 | 0.21% | 0.23% | 0.24% | Q2 2016 | Q4 2016 | 3 |
TRUST CO OF VIRGINIA /VA | 3 | 3 | 0.04% | 0.05% | 0.06% | Q3 2016 | Q1 2017 | 3 |
IMPAX ASSET MANAGEMENT LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q2 2018 | 3 |
FULTON BREAKEFIELD BROENNIMAN LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 3 |
SENTINEL TRUST CO LBA | 3 | 3 | 0.61% | 0.65% | 0.68% | Q1 2023 | Q3 2023 | 3 |
MARIETTA INVESTMENT PARTNERS LLC | 2 | 1 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q3 2023 | 3 |
BlackRock Institutional Trust Company, N.A. | 3 | 3 | 0.12% | 0.13% | 0.15% | Q2 2016 | Q4 2016 | 3 |
HARVEST CAPITAL MANAGEMENT INC | 2 | 1 | 0.06% | 0.08% | 0.11% | Q2 2018 | Q2 2019 | 3 |
Calvert Investment Management, Inc. | 3 | 3 | 0.06% | 0.08% | 0.08% | Q2 2016 | Q4 2016 | 3 |
CSS LLC/IL | 2 | 1 | 0.02% | 0.10% | 0.20% | Q3 2021 | Q3 2023 | 3 |
BLACKROCK ADVISORS LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q4 2016 | 3 |
CADINHA & CO LLC | 3 | 3 | 0.07% | 0.08% | 0.10% | Q3 2020 | Q1 2021 | 3 |
BlackRock Japan Co. Ltd | 3 | 3 | 0.13% | 0.15% | 0.17% | Q2 2016 | Q4 2016 | 3 |
Lee Capital Asset Management LLC | 2 | 1 | 1.56% | 3.45% | 5.39% | Q4 2018 | Q3 2019 | 3 |
Principal Street Partners, LLC | 2 | 1 | 0.05% | 0.05% | 0.06% | Q2 2022 | Q2 2023 | 3 |
Full Sail Capital, LLC | 3 | 3 | 0.02% | 0.14% | 0.37% | Q2 2021 | Q4 2021 | 3 |
Oak Thistle LLC | 1 | 1 | 0.18% | 0.34% | 0.50% | Q1 2022 | Q3 2023 | 3 |
Selective Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Quilter Investors LTD | 3 | 3 | 10.96% | 12.64% | 14.31% | Q4 2018 | Q2 2019 | 3 |
LITTLE HOUSE CAPITAL LLC | 3 | 3 | 0.27% | 0.30% | 0.34% | Q1 2022 | Q3 2022 | 3 |
MinichMacGregor Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2022 | 3 |
CYNOSURE ADVISORS, LLC | 3 | 3 | 0.10% | 0.12% | 0.14% | Q4 2017 | Q2 2018 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Verde Servicos Internacionais S.A. | 2 | 2 | 1.29% | 1.82% | 2.34% | Q2 2016 | Q3 2016 | 2 |
Clal Insurance Enterprises Holdings Ltd | 2 | 2 | 0.09% | 0.11% | 0.12% | Q4 2016 | Q1 2017 | 2 |
SCOGGIN MANAGEMENT LP | 1 | 1 | 0.34% | 0.43% | 0.53% | Q3 2019 | Q2 2020 | 2 |
MENTA CAPITAL LLC | 1 | 1 | 0.05% | 0.13% | 0.21% | Q1 2018 | Q4 2018 | 2 |
Catalyst Wealth Management, LLC | 2 | 2 | 1.03% | 1.07% | 1.11% | Q4 2022 | Q1 2023 | 2 |
TSFG, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q4 2021 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Fundsmith Long/Short Master Fund | 2 | 2 | 3.71% | 3.87% | 4.03% | Q4 2020 | Q1 2021 | 2 |
ELM ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q4 2020 | 2 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 2 |
TIG Advisors, LLC | 2 | 2 | 0.01% | 0.04% | 0.06% | Q2 2021 | Q3 2021 | 2 |
Beverly Hills Private Wealth, LLC | 2 | 2 | 0.40% | 0.43% | 0.46% | Q2 2023 | Q3 2023 | 2 |
STRYCKER VIEW CAPITAL LLC | 2 | 2 | 3.48% | 4.36% | 5.24% | Q2 2021 | Q3 2021 | 2 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.05% | 0.10% | Q1 2017 | Q3 2022 | 2 |
General Catalyst Group Management, LLC | 2 | 2 | 67.68% | 74.60% | 81.51% | Q2 2018 | Q3 2018 | 2 |
Garda Capital Partners LP | 1 | 1 | 0.01% | 0.05% | 0.08% | Q1 2023 | Q3 2023 | 2 |
R&F Capital Advisors LP | 2 | 2 | 0.22% | 0.48% | 0.74% | Q4 2016 | Q1 2017 | 2 |
South Dakota Investment Council | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Renasant Bank | 2 | 2 | 0.18% | 0.19% | 0.19% | Q1 2022 | Q2 2022 | 2 |
Dai-ichi Life Holdings, Inc. | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2016 | Q3 2016 | 2 |
DEERE & CO | 2 | 2 | 0.11% | 0.12% | 0.13% | Q2 2016 | Q3 2016 | 2 |
PFG Private Wealth Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q4 2021 | 2 |
CM WEALTH ADVISORS LLC | 2 | 2 | 0.16% | 0.31% | 0.46% | Q1 2023 | Q2 2023 | 2 |
Gillson Capital LP | 1 | 1 | 1.97% | 2.07% | 2.17% | Q4 2022 | Q3 2023 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Financial Alternatives, Inc | 2 | 2 | 0.18% | 0.19% | 0.20% | Q2 2023 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2021 | Q3 2021 | 2 |
Cedar Mountain Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 1 | 1 | 0.69% | 0.89% | 1.10% | Q3 2016 | Q3 2017 | 2 |
BRAVE ASSET MANAGEMENT INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
O'Dell Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Algebris (UK) Ltd | 1 | 1 | 1.08% | 1.60% | 2.12% | Q1 2018 | Q1 2019 | 2 |
StrongBox Wealth, LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q3 2023 | Q4 2023 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Independent Portfolio Consultants, Inc. | 2 | 2 | 0.11% | 0.12% | 0.13% | Q1 2017 | Q2 2017 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.71% | 1.46% | 2.21% | Q2 2023 | Q3 2023 | 2 |
Foyston, Gordon, & Payne Inc | 2 | 2 | 0.34% | 0.37% | 0.40% | Q2 2022 | Q3 2022 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Sterling Investment Advisors, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Stevard, LLC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q2 2020 | Q3 2020 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Mizuho Trust & Banking Co., Ltd. | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2016 | Q3 2016 | 2 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Silicon Valley Capital Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Mizuho Asset Management Co.,Ltd. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2016 | Q3 2016 | 2 |
Shinko Asset Management Co., Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Yorktown Management & Research Co Inc | 2 | 2 | 0.35% | 0.38% | 0.41% | Q1 2020 | Q2 2020 | 2 |
Park Avenue Institutional Advisers LLC | 2 | 2 | 0.15% | 0.15% | 0.15% | Q1 2016 | Q2 2016 | 2 |
KANALY TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
NEW ENGLAND ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q3 2019 | Q4 2019 | 2 |
Global Endowment Management, LP | 1 | 1 | 0.03% | 0.04% | 0.06% | Q4 2016 | Q1 2019 | 2 |
McCarthy Grittinger Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Stratos Investment Management, LLC | 1 | 1 | 0.04% | 0.08% | 0.12% | Q4 2019 | Q3 2021 | 2 |
UNITED BANK | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CIBC BANK USA | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q4 2019 | 2 |
SFMG, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q3 2016 | 2 |
Kepos Capital LP | 2 | 2 | 0.27% | 0.30% | 0.34% | Q1 2018 | Q2 2018 | 2 |
GREAT VALLEY ADVISOR GROUP, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Callan Family Office, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q1 2023 | 2 |
Capital Planning Advisors, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Keudell/Morrison Wealth Management | 2 | 2 | 0.08% | 0.09% | 0.11% | Q1 2022 | Q2 2022 | 2 |
HORAN CAPITAL MANAGEMENT | 2 | 2 | 1.36% | 2.23% | 3.10% | Q3 2020 | Q4 2020 | 2 |
SRB CORP | 2 | 2 | 0.06% | 0.08% | 0.11% | Q4 2020 | Q1 2021 | 2 |
BLUESTEIN R H & CO LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q4 2021 | 2 |
Geneva Partners, LLC | 1 | 1 | 0.17% | 0.32% | 0.46% | Q2 2018 | Q4 2021 | 2 |
Pinnacle Family Advisors, LLC | 2 | 2 | 0.14% | 0.15% | 0.17% | Q3 2020 | Q4 2020 | 2 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 2 |
NATIONAL PLANNING CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
CHANNEL WEALTH LLC | 2 | 2 | 0.50% | 0.60% | 0.70% | Q1 2023 | Q2 2023 | 2 |
Elkhorn Investments, LLC | 2 | 2 | 0.97% | 0.98% | 0.98% | Q3 2017 | Q4 2017 | 2 |
Gitterman Wealth Management, LLC | 1 | 1 | 0.12% | 0.16% | 0.20% | Q1 2022 | Q3 2023 | 2 |
Advanced Portfolio Management, LLC | 2 | 2 | 0.84% | 0.99% | 1.15% | Q2 2023 | Q3 2023 | 2 |
JENSEN INVESTMENT MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
MONUMENTAL FINANCIAL GROUP INC. | 2 | 2 | 0.80% | 0.81% | 0.81% | Q4 2022 | Q1 2023 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Grandview Asset Management LLC | 1 | 1 | 0.08% | 0.09% | 0.11% | Q1 2021 | Q4 2021 | 2 |
Summit Wealth Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
SECOR Capital Advisors, LP | 2 | 2 | 0.10% | 0.12% | 0.14% | Q2 2017 | Q3 2017 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.14% | 0.27% | Q1 2021 | Q2 2021 | 2 |
TCG Advisors, LP | 2 | 2 | 0.12% | 0.12% | 0.13% | Q1 2019 | Q2 2019 | 2 |
York Capital Management Global Advisors, LLC | 2 | 2 | 0.29% | 0.41% | 0.53% | Q2 2021 | Q3 2021 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 0.25% | 0.25% | 0.25% | Q2 2023 | Q3 2023 | 2 |
3Chopt Investment Partners, LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q1 2023 | Q2 2023 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.02% | 0.06% | 0.10% | Q1 2018 | Q2 2023 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Gordian Capital Singapore Pte Ltd | 2 | 2 | 0.15% | 0.24% | 0.34% | Q4 2021 | Q1 2022 | 2 |
ORG Partners LLC | 2 | 2 | 0.09% | 0.12% | 0.15% | Q2 2023 | Q3 2023 | 2 |
PRUDENT INVESTORS NETWORK, INC. | 2 | 2 | 0.15% | 0.15% | 0.16% | Q2 2020 | Q3 2020 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.90% | 0.90% | 0.91% | Q2 2023 | Q3 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Qsemble Capital Management, LP | 1 | 1 | 0.13% | 0.23% | 0.32% | Q1 2023 | Q3 2023 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
New England Research & Management, Inc. | 1 | 1 | 0.11% | 0.40% | 0.69% | Q1 2021 | Q4 2021 | 2 |
Five Oceans Advisors | 1 | 1 | 0.13% | 0.16% | 0.19% | Q1 2022 | Q2 2023 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
Exos TFP Holdings LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
RiverFront Investment Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Lenox Wealth Management, Inc. | 1 | 1 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q2 2020 | 2 |
Peloton Wealth Strategists | 2 | 2 | 0.36% | 0.43% | 0.49% | Q2 2023 | Q3 2023 | 2 |
VETAMER CAPITAL MANAGEMENT, L.P. | 2 | 2 | 2.22% | 2.67% | 3.12% | Q2 2023 | Q3 2023 | 2 |
PINNBROOK CAPITAL MANAGEMENT LP | 1 | 1 | 0.91% | 1.32% | 1.74% | Q4 2021 | Q2 2023 | 2 |
CGOV Asset Management | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2017 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Sculptor Capital LP | 1 | 1 | 0.03% | 0.03% | 0.04% | Q1 2017 | Q3 2022 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Tikehau Investment Management | 2 | 2 | 5.45% | 6.01% | 6.57% | Q2 2023 | Q3 2023 | 2 |
Clio Asset Management LLC | 2 | 2 | 9.66% | 10.48% | 11.31% | Q2 2023 | Q3 2023 | 2 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
IMC-Chicago, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2021 | 2 |
SIGMA INVESTMENT COUNSELORS INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
INVENIO WEALTH PARTNERS LLC | 2 | 2 | 0.40% | 0.51% | 0.61% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
PALISADE CAPITAL MANAGEMENT, LP | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q3 2016 | 2 |
Alpine Global Management, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q1 2020 | Q2 2020 | 2 |
COMMUNITY TRUST & INVESTMENT CO | 2 | 2 | 0.22% | 0.22% | 0.23% | Q2 2023 | Q3 2023 | 2 |
Capstone Investment Advisors (Netherlands), B.V. | 2 | 2 | 0.56% | 0.59% | 0.62% | Q1 2017 | Q2 2017 | 2 |
ATWOOD & PALMER INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Badgley Phelps Wealth Managers, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
FJ Capital Management LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q1 2023 | 2 |
Capital Investment Advisory Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
FOURPOINTS Investment Managers, S.A.S. | 2 | 2 | 0.44% | 0.50% | 0.56% | Q2 2016 | Q3 2016 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Concentric Capital Strategies, LP | 2 | 2 | 0.20% | 0.24% | 0.27% | Q4 2022 | Q1 2023 | 2 |
LEO BROKERAGE, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
CTC Capital Management, LLC | 1 | 1 | 0.29% | 1.04% | 1.80% | Q2 2022 | Q1 2023 | 2 |
Crabel Capital Management, LLC | 2 | 2 | 0.16% | 0.18% | 0.20% | Q3 2019 | Q4 2019 | 2 |
Bedel Financial Consulting, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Union Bancaire Privee Asset Management LLC | 2 | 2 | 1.04% | 1.45% | 1.85% | Q4 2020 | Q1 2021 | 2 |
Delphia (USA) Inc. | 1 | 1 | 0.21% | 0.29% | 0.37% | Q4 2021 | Q2 2022 | 2 |
Beacon Capital Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Spouting Rock Asset Management, LLC | 1 | 1 | 0.08% | 0.11% | 0.13% | Q4 2020 | Q2 2023 | 2 |
Tenere Capital LLC | 2 | 2 | 3.78% | 4.21% | 4.64% | Q4 2022 | Q1 2023 | 2 |
FORBES J M & CO LLP | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
SYSTM Wealth Solutions LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 2 |
Highview Capital Management LLC/DE/ | 2 | 2 | 0.53% | 0.54% | 0.55% | Q2 2023 | Q3 2023 | 2 |
Harrison & Co Wealth Management, LLC | 2 | 2 | 0.78% | 0.81% | 0.84% | Q4 2021 | Q1 2022 | 2 |
Peterson Financial Group, Inc. | 2 | 2 | 0.62% | 0.63% | 0.64% | Q2 2023 | Q3 2023 | 2 |
Intelligent Financial Strategies | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
THORNBURG INVESTMENT MANAGEMENT INC | 2 | 2 | 0.28% | 0.37% | 0.46% | Q2 2020 | Q3 2020 | 2 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.04% | 0.06% | Q3 2021 | Q3 2021 | 2 |
Van Hulzen Asset Management, LLC | 2 | 2 | 0.03% | 0.08% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Tandem Investment Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BRASADA CAPITAL MANAGEMENT, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Arvest Bank Trust Division | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2020 | 2 |
Congress Wealth Management LLC / DE / | 2 | 2 | 0.25% | 0.37% | 0.49% | Q4 2021 | Q1 2022 | 2 |
Townsend & Associates, Inc | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q3 2022 | 2 |
Tiger Eye Capital LLC | 2 | 2 | 0.76% | 1.40% | 2.04% | Q2 2018 | Q3 2018 | 2 |
Forge First Asset Management Inc. | 1 | 1 | 1.20% | 3.23% | 5.26% | Q4 2022 | Q2 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Solidarity Wealth, LLC | 1 | 1 | 0.53% | 0.65% | 0.77% | Q1 2023 | Q3 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q4 2022 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
USA MUTUALS ADVISORS, INC. | 1 | 1 | 0.00% | 0.03% | 0.06% | Q2 2016 | Q4 2017 | 2 |
Spartan Planning & Wealth Management | 1 | 1 | 0.00% | 0.06% | 0.11% | Q4 2022 | Q3 2023 | 2 |
HARBERT FUND ADVISORS, INC. | 2 | 2 | 1.07% | 1.22% | 1.37% | Q4 2022 | Q1 2023 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.01% | 0.31% | 0.60% | Q1 2020 | Q4 2020 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Canoe Financial LP | 2 | 2 | 0.32% | 0.46% | 0.60% | Q1 2023 | Q2 2023 | 2 |
Melvin Capital Management LP | 1 | 1 | 0.62% | 1.17% | 1.71% | Q4 2020 | Q1 2022 | 2 |
Truadvice, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q2 2023 | 2 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2022 | 2 |
OAK FAMILY ADVISORS, LLC | 2 | 2 | 0.24% | 0.26% | 0.28% | Q1 2022 | Q2 2022 | 2 |
Tuscan Ridge Asset Management LLC | 1 | 1 | 0.06% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 2 |
Sweet Financial Partners, LLC | 2 | 2 | 0.15% | 0.17% | 0.19% | Q3 2022 | Q4 2022 | 2 |
First Pacific Financial | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Marquette Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 2 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.08% | 0.16% | Q4 2020 | Q3 2023 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.15% | 0.18% | 0.20% | Q1 2023 | Q3 2023 | 2 |
Schneider Downs Wealth Management Advisors, LP | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q4 2021 | 2 |
Corbenic Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 2 |
Acrisure Capital Management, LLC | 2 | 2 | 0.40% | 0.60% | 0.80% | Q4 2022 | Q1 2023 | 2 |
HOWARD HUGHES MEDICAL INSTITUTE | 2 | 2 | 1.72% | 1.84% | 1.96% | Q3 2019 | Q4 2019 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 2 |
Bath Savings Trust Co | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q4 2017 | 2 |
Tradewinds Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Estate Counselors, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2020 | Q3 2020 | 2 |
I.G. INVESTMENT MANAGEMENT, LTD. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2016 | Q3 2016 | 2 |
NBC SECURITIES, INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
MQS Management LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2023 | Q2 2023 | 1 |
SAMLYN CAPITAL, LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q1 2022 | Q1 2022 | 1 |
Power Corp of Canada | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
COMERICA SECURITIES INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
ClariVest Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Perennial Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Grant Street Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Troluce Capital Advisors LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Numeric Investors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
SOLARIS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Covenant Asset Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2018 | Q4 2018 | 1 |
Grantham, Mayo, Van Otterloo & Co. LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
New World Advisors LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2021 | Q2 2021 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2021 | Q2 2021 | 1 |
Philadelphia Financial Management of San Francisco, LLC | 1 | 1 | 1.77% | 1.77% | 1.77% | Q2 2023 | Q2 2023 | 1 |
Northern Right Capital Management, L.P. | 1 | 1 | 1.38% | 1.38% | 1.38% | Q4 2020 | Q4 2020 | 1 |
Estabrook Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Bryn Mawr Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Blueprint Investment Partners LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
GRIMES & COMPANY, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Aristotle Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 0.87% | 0.87% | 0.87% | Q2 2023 | Q2 2023 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2023 | Q3 2023 | 1 |
Suncoast Equity Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Rock Point Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Black Swift Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Weaver C. Barksdale & Associates, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2016 | Q3 2016 | 1 |
Savior LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
BOENNING & SCATTERGOOD, INC. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2022 | Q3 2022 | 1 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 1 | 1 | 1.46% | 1.46% | 1.46% | Q2 2016 | Q2 2016 | 1 |
Advisor OS, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2020 | Q2 2020 | 1 |
PERRITT CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Olympiad Research LP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ALESCO ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
WATER ISLAND CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
MASON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
DSM CAPITAL PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
MARATHON CAPITAL MANAGEMENT | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
PAYDEN & RYGEL INVESTMENT GROUP | 1 | 1 | 0.92% | 0.92% | 0.92% | Q3 2023 | Q3 2023 | 1 |
COASTAL INVESTMENT MANAGEMENT, L.P. | 1 | 1 | 4.96% | 4.96% | 4.96% | Q4 2019 | Q4 2019 | 1 |
Innovative Portfolios | 1 | 1 | 0.79% | 0.79% | 0.79% | Q1 2021 | Q1 2021 | 1 |
ADI CAPITAL MANAGEMENT LLC | 1 | 1 | 3.02% | 3.02% | 3.02% | Q1 2019 | Q1 2019 | 1 |
LUCUS ADVISORS LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2018 | Q1 2018 | 1 |
Deuterium Capital Management, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2023 | Q2 2023 | 1 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
EA Series Trust | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Financial Consulate Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
NICOLET BANKSHARES INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q1 2021 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
Fermata Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2022 | Q2 2022 | 1 |
LSV ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
DISCIPLINED GROWTH INVESTORS INC /MN | 1 | 1 | 1.04% | 1.04% | 1.04% | Q1 2022 | Q1 2022 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lifeworks Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Manteio Capital LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q4 2021 | Q4 2021 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Willis Johnson & Associates, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Capital Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
ARVEST TRUST CO N A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
HUTCHENS INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Greenland Capital Management LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
IBIS Capital Partners LLP | 1 | 1 | 10.79% | 10.79% | 10.79% | Q3 2019 | Q3 2019 | 1 |
Veritas Investment Management LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Slow Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
TIEMANN INVESTMENT ADVISORS, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
DEFINED WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
LVZ, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
American Trust | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Peterson Wealth Services | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
Wakefield Asset Management LLLP | 1 | 1 | 1.16% | 1.16% | 1.16% | Q1 2020 | Q1 2020 | 1 |
TCWP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
EverPoint Asset Management, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2016 | Q4 2016 | 1 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 1 | 1 | 2.59% | 2.59% | 2.59% | Q1 2022 | Q1 2022 | 1 |
MARATHON ASSET MANAGEMENT LLP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
BLS GLOBAL EQUITIES LLC | 1 | 1 | 3.71% | 3.71% | 3.71% | Q4 2016 | Q4 2016 | 1 |
Coatue Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Hitchwood Capital Management LP | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2016 | Q2 2016 | 1 |
NEW YORK LIFE TRUST CO | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2017 | Q1 2017 | 1 |
ARXIS SECURITIES LLC | 1 | 1 | 6.61% | 6.61% | 6.61% | Q1 2017 | Q1 2017 | 1 |
DC Investments Management, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2018 | Q4 2018 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Metatron Capital SICAV plc | 1 | 1 | 0.76% | 0.76% | 0.76% | Q4 2021 | Q4 2021 | 1 |
Diametric Capital, LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
Adero Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Next Level Private LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2022 | Q2 2022 | 1 |
Smith Anglin Financial, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2022 | Q2 2022 | 1 |
Mass Ave Global Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2022 | Q1 2022 | 1 |
Eschler Asset Management LLP | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2022 | Q1 2022 | 1 |
APOGEM CAPITAL LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2020 | Q4 2020 | 1 |
PURSUE WEALTH PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
BIVIN & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2019 | Q4 2019 | 1 |
WEATHERLY ASSET MANAGEMENT L. P. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
GQ Asset Management, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2019 | Q4 2019 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2023 | Q3 2023 | 1 |
Ulland Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2018 | Q1 2018 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2017 | Q2 2017 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HANSEATIC MANAGEMENT SERVICES INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
COMPASS FINANCIAL ADVISORS LLC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q1 2022 | Q1 2022 | 1 |
Ruane, Cunniff & Goldfarb L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Values First Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
JARISLOWSKY, FRASER Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
OneAscent Wealth Management LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2020 | Q4 2020 | 1 |
Retireful, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2023 | Q2 2023 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.68% | 0.68% | 0.68% | Q1 2023 | Q1 2023 | 1 |
WILLIAMS JONES & ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Zhang Financial LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Oak Asset Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
Coury Firm Asset Management LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2023 | Q3 2023 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2016 | Q3 2016 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
KEYSTONE INVESTORS PTE LTD | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
HELIOS CAPITAL MANAGEMENT PTE. LTD | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2021 | Q4 2021 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2018 | Q1 2018 | 1 |
EHP Funds Inc. | 1 | 1 | 0.62% | 0.62% | 0.62% | Q1 2022 | Q1 2022 | 1 |
Precision Wealth Strategies, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ERN LLC | 1 | 1 | 1.64% | 1.64% | 1.64% | Q2 2022 | Q2 2022 | 1 |
CAPITAL COUNSEL LLC/NY | 1 | 1 | 1.85% | 1.85% | 1.85% | Q3 2018 | Q3 2018 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
Diversified, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
DecisionPoint Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ATLANTA FINANCIAL ASSOCIATES LLC /ADV | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2020 | Q1 2020 | 1 |
KWMG, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Centennial Wealth Advisory LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Astrantus Ltd | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2022 | Q1 2022 | 1 |
LFS ASSET MANAGEMENT | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2022 | Q2 2022 | 1 |
MANA Advisors LLC | 1 | 1 | 1.94% | 1.94% | 1.94% | Q3 2019 | Q3 2019 | 1 |
FORT, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Lebenthal Holdings,LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
Farmer Steven Patrick | 1 | 1 | 1.11% | 1.11% | 1.11% | Q2 2022 | Q2 2022 | 1 |
James J. Burns & Company, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2018 | Q2 2018 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
FIRST NIAGARA BANK | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q2 2016 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
KENSICO CAPITAL MANAGEMENT CORP | 1 | 1 | 1.98% | 1.98% | 1.98% | Q1 2022 | Q1 2022 | 1 |
Cordant, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2022 | Q1 2022 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Claret Asset Management Corp | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cox Capital Mgt LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Register Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Beacon Pointe Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
INSIGNEO ADVISORY SERVICES, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Quarry LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Pensionmark Financial Group, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
LGL PARTNERS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
West Tower Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
True Wealth Design, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
GuoLine Advisory Pte Ltd | 1 | 1 | 4.30% | 4.30% | 4.30% | Q3 2023 | Q3 2023 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Davis Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
ZRC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Wellspring Financial Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Rockwood Wealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Elequin Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
GSG Advisors LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Financiere des Professionnels - Fonds d,investissement inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 1.17% | 1.17% | 1.17% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
TOEWS CORP /ADV | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2018 | Q1 2018 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Kampmann Melissa S. | 1 | 1 | 2.56% | 2.56% | 2.56% | Q3 2023 | Q3 2023 | 1 |
United Community Bank | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Signition LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2018 | Q3 2018 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q4 2023 | 1 |
Folger Hill Asset Management LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
COURIER CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Euclid Advisors LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2016 | Q2 2016 | 1 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Steel Canyon Capital, LLC | 1 | 1 | 4.04% | 4.04% | 4.04% | Q2 2023 | Q2 2023 | 1 |
BIRINYI ASSOCIATES INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
Ibex Investors LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2018 | Q1 2018 | 1 |
Exane Asset Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
D1 Capital Partners L.P. | 1 | 1 | 0.63% | 0.63% | 0.63% | Q3 2022 | Q3 2022 | 1 |
Lombard Odier Transatlantic Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
Kessler Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
RMR Wealth Builders | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Stelac Advisory Services LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
Bach Option Ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
Reliant Investment Management, LLC | 1 | 1 | 2.03% | 2.03% | 2.03% | Q3 2023 | Q3 2023 | 1 |
Inspire Investing, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Main Street Research LLC | 1 | 1 | 2.35% | 2.35% | 2.35% | Q1 2022 | Q1 2022 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ARROWGRASS CAPITAL PARTNERS LLP | 1 | 1 | 1.82% | 1.82% | 1.82% | Q4 2016 | Q4 2016 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Blue Zone Wealth Advisors, LLC | 1 | 1 | 1.64% | 1.64% | 1.64% | Q3 2023 | Q3 2023 | 1 |
PERSONAL CFO SOLUTIONS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
GENERAL ELECTRIC CO | 1 | 1 | 1.14% | 1.14% | 1.14% | Q2 2016 | Q2 2016 | 1 |
MAPLELANE CAPITAL, LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2021 | Q2 2021 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2017 | Q1 2017 | 1 |
PATTON ALBERTSON MILLER GROUP, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
Portland Global Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Alpha Omega Group, Inc. | 1 | 1 | 8.52% | 8.52% | 8.52% | Q4 2020 | Q4 2020 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Alecta Tjanstepension Omsesidigt | 1 | 1 | 0.76% | 0.76% | 0.76% | Q3 2023 | Q3 2023 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
AlphaOne Investment Services, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
EdgePoint Investment Group Inc. | 1 | 1 | 0.65% | 0.65% | 0.65% | Q1 2020 | Q1 2020 | 1 |
Voleon Capital Management LP | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2019 | Q2 2019 | 1 |
Capital One Investing, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2017 | Q3 2017 | 1 |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Petrus Trust Company, LTA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Soltis Investment Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
DAVIDSON KEMPNER PARTNERS | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2023 | Q1 2023 | 1 |
Eagle Ridge Investment Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
ECLECTIC ASSOCIATES INC /ADV | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Eventide Asset Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Sante Capital Fund, LP | 1 | 1 | 0.88% | 0.88% | 0.88% | Q1 2022 | Q1 2022 | 1 |
ASPIRIANT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
CAMDEN NATIONAL CORP | 1 | 1 | 0.97% | 0.97% | 0.97% | Q1 2021 | Q1 2021 | 1 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2020 | Q1 2020 | 1 |
SteelPeak Wealth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2016 | Q4 2016 | 1 |
YorkBridge Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Marble Arch Investments | 1 | 1 | 3.09% | 3.09% | 3.09% | Q2 2016 | Q2 2016 | 1 |
PELHAM GLOBAL FINANCIALS LTD | 1 | 1 | 6.79% | 6.79% | 6.79% | Q2 2018 | Q2 2018 | 1 |
CFM WEALTH PARTNERS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Secure Asset Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
GQG Partners LLC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q3 2018 | Q3 2018 | 1 |
External links
This page lists all the filers that currently own S&P GLOBAL INC or have owned S&P GLOBAL INC in the past.