Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.06% | 0.28% | Q1 2012 | Q3 2023 | 138 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.07% | 0.43% | Q2 2013 | Q3 2023 | 126 |
CITIGROUP INC | 42 | 42 | 0.01% | 0.07% | 0.32% | Q2 2013 | Q3 2023 | 126 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.10% | 0.36% | Q2 2013 | Q3 2023 | 125 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.06% | 0.39% | Q2 2013 | Q3 2023 | 125 |
Parallax Volatility Advisers, L.P. | 42 | 42 | 0.00% | 0.08% | 0.35% | Q2 2013 | Q3 2023 | 119 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.06% | 0.43% | Q2 2013 | Q3 2023 | 118 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.05% | 0.35% | Q2 2013 | Q3 2023 | 114 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.11% | 0.54% | Q1 2012 | Q3 2023 | 112 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.12% | 0.52% | Q2 2013 | Q3 2023 | 112 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.36% | 2.09% | Q2 2013 | Q3 2023 | 111 |
UBS Group AG | 36 | 36 | 0.00% | 0.09% | 0.48% | Q4 2014 | Q3 2023 | 108 |
Citadel Advisors | 42 | 42 | 0.00% | 0.12% | 0.52% | Q2 2013 | Q3 2023 | 100 |
JANE STREET GROUP, LLC | 39 | 39 | 0.00% | 0.07% | 0.32% | Q1 2014 | Q3 2023 | 97 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.09% | 1.25% | Q4 2015 | Q3 2023 | 96 |
Jefferies Group LLC | 38 | 38 | 0.00% | 0.06% | 0.34% | Q2 2013 | Q3 2022 | 94 |
NOMURA HOLDINGS INC | 44 | 44 | 0.00% | 0.19% | 3.27% | Q4 2012 | Q3 2023 | 91 |
Twin Tree Management, LP | 24 | 1 | 0.00% | 0.13% | 0.63% | Q4 2012 | Q3 2023 | 91 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.10% | 0.43% | Q1 2013 | Q3 2023 | 91 |
MILLENNIUM MANAGEMENT LLC | 28 | 13 | 0.00% | 0.12% | 0.41% | Q2 2013 | Q3 2023 | 89 |
HAP Trading, LLC | 24 | 2 | 0.00% | 0.15% | 4.23% | Q3 2013 | Q3 2023 | 85 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.12% | 0.52% | Q3 2013 | Q3 2023 | 85 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.11% | 0.34% | Q2 2013 | Q3 2023 | 84 |
WOLVERINE TRADING, LLC | 16 | 2 | 0.00% | 0.11% | 0.34% | Q2 2016 | Q3 2023 | 82 |
CAPITAL FUND MANAGEMENT S.A. | 26 | 2 | 0.00% | 0.13% | 0.76% | Q2 2013 | Q3 2023 | 81 |
Creative Planning | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 80 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.08% | 0.37% | Q2 2013 | Q3 2023 | 75 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.08% | 0.48% | Q2 2013 | Q3 2023 | 74 |
TWO SIGMA INVESTMENTS, LP | 13 | 1 | 0.00% | 0.05% | 0.57% | Q3 2014 | Q3 2023 | 72 |
TWO SIGMA SECURITIES, LLC | 25 | 3 | 0.00% | 0.11% | 0.38% | Q3 2016 | Q3 2023 | 70 |
PRELUDE CAPITAL MANAGEMENT, LLC | 16 | 11 | 0.00% | 0.10% | 0.35% | Q1 2013 | Q2 2023 | 69 |
CAPSTONE INVESTMENT ADVISORS, LLC | 22 | 1 | 0.00% | 0.12% | 0.51% | Q4 2015 | Q3 2023 | 68 |
Laurion Capital Management LP | 23 | 2 | 0.00% | 0.15% | 0.75% | Q2 2015 | Q3 2023 | 66 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.19% | 0.70% | Q3 2018 | Q3 2023 | 63 |
BALYASNY ASSET MANAGEMENT L.P. | 26 | 1 | 0.00% | 0.21% | 0.92% | Q2 2013 | Q3 2023 | 60 |
Daiwa Securities Group Inc. | 42 | 42 | 0.01% | 0.08% | 0.30% | Q2 2013 | Q3 2023 | 59 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.20% | 0.60% | Q2 2013 | Q3 2023 | 58 |
HUNTINGTON NATIONAL BANK | 56 | 2 | 0.00% | 0.07% | 0.35% | Q1 2009 | Q3 2023 | 58 |
Verition Fund Management LLC | 16 | 1 | 0.01% | 0.16% | 1.28% | Q2 2013 | Q3 2023 | 57 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.17% | 0.58% | Q2 2013 | Q3 2023 | 57 |
Paloma Partners Management Co | 12 | 1 | 0.01% | 0.08% | 0.34% | Q3 2014 | Q3 2022 | 56 |
CREDIT AGRICOLE S A | 21 | 18 | 0.00% | 0.20% | 0.52% | Q2 2013 | Q3 2023 | 55 |
MARSHALL WACE, LLP | 23 | 3 | 0.00% | 0.08% | 0.51% | Q3 2014 | Q3 2023 | 54 |
Squarepoint Ops LLC | 15 | 1 | 0.00% | 0.14% | 1.10% | Q2 2015 | Q3 2023 | 51 |
PEAK6 Group LLC | 15 | 5 | 0.00% | 0.11% | 0.42% | Q2 2013 | Q2 2018 | 51 |
AMALGAMATED BANK | 47 | 4 | 0.14% | 0.30% | 0.61% | Q4 2010 | Q3 2023 | 51 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.05% | 0.17% | Q2 2013 | Q3 2023 | 50 |
Jump Trading, LLC | 8 | 3 | 0.00% | 0.09% | 0.37% | Q3 2013 | Q3 2018 | 50 |
BANK OF NOVA SCOTIA | 43 | 43 | 0.00% | 0.11% | 0.50% | Q1 2013 | Q3 2023 | 50 |
Nuveen Asset Management, LLC | 42 | 42 | 0.00% | 0.33% | 1.23% | Q2 2013 | Q3 2023 | 49 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.10% | 0.25% | 0.44% | Q3 2011 | Q3 2023 | 49 |
Cubist Systematic Strategies, LLC | 38 | 38 | 0.00% | 0.17% | 0.71% | Q2 2014 | Q3 2023 | 49 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.06% | 0.23% | 0.51% | Q3 2011 | Q3 2023 | 49 |
WOLVERINE ASSET MANAGEMENT LLC | 16 | 2 | 0.00% | 0.05% | 0.37% | Q2 2013 | Q3 2023 | 49 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.06% | 0.17% | Q2 2013 | Q3 2023 | 48 |
MUFG Americas Holdings Corp | 48 | 48 | 0.00% | 0.05% | 0.23% | Q4 2010 | Q3 2022 | 48 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.01% | 0.22% | 0.46% | Q4 2011 | Q3 2023 | 48 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.03% | 0.30% | 1.01% | Q2 2013 | Q3 2023 | 47 |
CenterStar Asset Management, LLC | 13 | 1 | 0.00% | 0.25% | 1.61% | Q4 2017 | Q2 2023 | 47 |
SYMMETRY PEAK MANAGEMENT LLC | 23 | 1 | 0.05% | 3.33% | 25.61% | Q3 2013 | Q1 2023 | 47 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.00% | 0.26% | 0.73% | Q2 2013 | Q3 2023 | 46 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 0.34% | 0.80% | Q2 2013 | Q3 2023 | 46 |
Centiva Capital, LP | 17 | 17 | 0.00% | 0.17% | 1.44% | Q3 2019 | Q3 2023 | 46 |
INTEGRAL DERIVATIVES, LLC | 18 | 18 | 0.01% | 0.08% | 0.34% | Q4 2013 | Q1 2018 | 45 |
BOOTHBAY FUND MANAGEMENT, LLC | 21 | 2 | 0.01% | 0.27% | 3.32% | Q4 2014 | Q3 2023 | 45 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.01% | 0.22% | 0.41% | Q2 2013 | Q3 2023 | 44 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.00% | 0.30% | 1.00% | Q2 2013 | Q3 2023 | 44 |
Financial Architects, Inc | 25 | 1 | 0.00% | 0.05% | 0.20% | Q3 2013 | Q2 2023 | 44 |
Raymond James Financial Services Advisors, Inc. | 34 | 1 | 0.00% | 0.22% | 0.51% | Q2 2013 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.01% | 0.03% | 0.08% | Q4 2012 | Q3 2023 | 44 |
TCI Wealth Advisors, Inc. | 44 | 44 | 0.00% | 0.05% | 0.14% | Q4 2012 | Q3 2023 | 44 |
Calamos Advisors LLC | 42 | 42 | 0.00% | 0.32% | 0.65% | Q2 2013 | Q3 2023 | 44 |
Veritable, L.P. | 43 | 43 | 0.02% | 0.05% | 0.11% | Q4 2012 | Q2 2023 | 43 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 43 | 43 | 0.10% | 0.29% | 0.62% | Q1 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.11% | 0.29% | 0.58% | Q1 2013 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.08% | 0.34% | 0.86% | Q1 2013 | Q3 2023 | 43 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.32% | 0.51% | Q2 2013 | Q3 2023 | 43 |
First Horizon Advisors, Inc. | 43 | 43 | 0.00% | 0.07% | 0.54% | Q1 2013 | Q3 2023 | 43 |
Sigma Planning Corp | 33 | 33 | 0.01% | 0.14% | 0.44% | Q3 2015 | Q3 2023 | 43 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.01% | 0.14% | 0.43% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.13% | 0.33% | 0.67% | Q1 2013 | Q3 2023 | 43 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.00% | 0.23% | 0.56% | Q2 2013 | Q3 2023 | 43 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.23% | 0.39% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.12% | 0.31% | 0.59% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.06% | 0.21% | 0.55% | Q2 2013 | Q3 2023 | 42 |
PRIMECAP MANAGEMENT CO/CA/ | 42 | 42 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.08% | 0.30% | 0.88% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.08% | 0.88% | 2.69% | Q2 2013 | Q3 2023 | 42 |
Korea Investment CORP | 42 | 42 | 0.04% | 0.32% | 0.72% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.04% | 0.50% | 1.21% | Q2 2013 | Q3 2023 | 42 |
Plante Moran Financial Advisors, LLC | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.01% | 0.12% | 0.32% | Q2 2013 | Q3 2023 | 42 |
PRIO WEALTH LIMITED PARTNERSHIP | 42 | 42 | 0.70% | 1.78% | 3.19% | Q2 2013 | Q3 2023 | 42 |
Employees Retirement System of Texas | 42 | 42 | 0.10% | 0.35% | 0.92% | Q2 2013 | Q3 2023 | 42 |
Mirae Asset Global Investments Co., Ltd. | 38 | 1 | 0.04% | 0.22% | 0.70% | Q2 2012 | Q3 2023 | 42 |
Manchester Capital Management LLC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.13% | 0.30% | 0.59% | Q2 2013 | Q3 2023 | 42 |
GARDNER LEWIS ASSET MANAGEMENT L P | 42 | 42 | 0.48% | 1.21% | 2.59% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.10% | 0.35% | 0.69% | Q2 2013 | Q3 2023 | 42 |
Calamos Wealth Management LLC | 42 | 42 | 0.05% | 0.39% | 1.04% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.10% | 0.23% | 0.43% | Q2 2013 | Q3 2023 | 42 |
CABOT WEALTH MANAGEMENT INC | 42 | 42 | 0.33% | 0.82% | 1.52% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.02% | 0.29% | 1.14% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.11% | 0.32% | 0.72% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.08% | 0.34% | 0.67% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.20% | 0.33% | 0.64% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.08% | 0.28% | 0.61% | Q2 2012 | Q4 2022 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.02% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 42 |
UMB Bank, n.a. | 42 | 42 | 0.03% | 0.32% | 0.83% | Q2 2013 | Q3 2023 | 42 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 42 | 42 | 0.00% | 0.64% | 2.06% | Q2 2013 | Q3 2023 | 42 |
Bridgecreek Investment Management, LLC | 42 | 42 | 1.00% | 2.41% | 3.83% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.05% | 0.20% | 0.56% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.09% | 0.29% | 0.59% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.13% | 0.32% | 0.74% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.13% | 0.36% | 0.70% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.05% | 0.14% | 0.36% | Q2 2013 | Q3 2023 | 42 |
TUDOR INVESTMENT CORP ET AL | 15 | 1 | 0.00% | 0.06% | 0.42% | Q3 2014 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.14% | 0.38% | 0.83% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.03% | 0.09% | 0.27% | Q2 2013 | Q3 2023 | 42 |
Johnson Financial Group, Inc. | 42 | 42 | 0.00% | 0.05% | 0.21% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.10% | 0.21% | 0.40% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.09% | 0.23% | Q2 2013 | Q3 2023 | 42 |
CPWM, LLC | 25 | 17 | 0.03% | 0.16% | 0.44% | Q4 2011 | Q3 2022 | 42 |
PUTNAM INVESTMENTS LLC | 42 | 42 | 0.00% | 0.41% | 0.90% | Q2 2013 | Q3 2023 | 42 |
MAI Capital Management | 42 | 42 | 0.02% | 0.06% | 0.28% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.06% | 0.23% | 0.52% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.09% | 0.24% | 0.46% | Q2 2013 | Q3 2023 | 42 |
TCTC Holdings, LLC | 42 | 42 | 0.02% | 0.17% | 0.86% | Q2 2013 | Q3 2023 | 42 |
Ithaka Group | 42 | 42 | 3.16% | 4.90% | 7.10% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.04% | 1.17% | 1.94% | Q2 2013 | Q3 2023 | 42 |
Waverton Investment Management Ltd | 42 | 42 | 0.07% | 2.31% | 5.71% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.20% | 1.04% | Q2 2013 | Q3 2023 | 42 |
ADIRONDACK TRUST CO | 42 | 42 | 0.00% | 0.05% | 0.15% | Q2 2013 | Q3 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.02% | 0.18% | 0.42% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.07% | 0.19% | 0.41% | Q2 2013 | Q3 2023 | 42 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 42 | 42 | 0.04% | 1.26% | 3.80% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.07% | 0.32% | 1.21% | Q2 2013 | Q3 2023 | 42 |
Ameritas Investment Partners, Inc. | 42 | 42 | 0.06% | 0.15% | 0.49% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.05% | 0.16% | 0.47% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.05% | 0.34% | 0.56% | Q2 2013 | Q3 2023 | 42 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 42 | 42 | 0.07% | 0.29% | 0.67% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.12% | 0.33% | 0.66% | Q2 2013 | Q3 2023 | 42 |
Freedom Investment Management, Inc. | 41 | 1 | 0.02% | 0.07% | 0.25% | Q1 2013 | Q3 2023 | 42 |
EVERENCE CAPITAL MANAGEMENT INC | 42 | 42 | 0.21% | 0.39% | 0.61% | Q2 2013 | Q3 2023 | 42 |
MAPLELANE CAPITAL, LLC | 12 | 1 | 0.00% | 1.48% | 9.63% | Q2 2013 | Q4 2022 | 42 |
GLYNN CAPITAL MANAGEMENT LLC | 42 | 42 | 0.21% | 4.27% | 9.52% | Q2 2013 | Q3 2023 | 42 |
FDx Advisors, Inc. | 42 | 42 | 0.03% | 0.67% | 2.29% | Q2 2013 | Q3 2023 | 42 |
BNP Paribas Asset Management Holding S.A. | 42 | 42 | 0.05% | 0.55% | 1.27% | Q2 2013 | Q3 2023 | 42 |
INVESTMENT HOUSE LLC | 42 | 42 | 0.04% | 0.13% | 0.60% | Q2 2013 | Q3 2023 | 42 |
Stephens Investment Management Group LLC | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
GILDER GAGNON HOWE & CO LLC | 42 | 42 | 0.03% | 0.41% | 1.22% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.03% | 0.32% | 0.99% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.05% | 0.27% | 0.57% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.06% | 0.66% | 1.14% | Q2 2013 | Q3 2023 | 42 |
WINDWARD CAPITAL MANAGEMENT CO /CA | 42 | 42 | 2.95% | 4.16% | 7.73% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.22% | 0.46% | 0.83% | Q2 2013 | Q3 2023 | 42 |
BIRINYI ASSOCIATES INC | 42 | 42 | 0.10% | 0.55% | 1.48% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Sustainable Growth Advisers, LP | 42 | 42 | 2.04% | 3.61% | 5.15% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.17% | 0.39% | 0.67% | Q2 2013 | Q3 2023 | 42 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.00% | 0.11% | 0.52% | Q2 2013 | Q3 2023 | 42 |
SENTRY INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.03% | 0.33% | 0.68% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.04% | 0.14% | 0.35% | Q2 2013 | Q3 2023 | 42 |
TORONTO DOMINION BANK | 40 | 40 | 0.00% | 0.11% | 0.31% | Q4 2013 | Q3 2023 | 42 |
Atria Investments, Inc | 42 | 42 | 0.02% | 0.14% | 0.39% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.07% | 0.22% | 0.54% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.08% | 0.24% | 0.48% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.05% | 0.16% | 0.42% | Q2 2013 | Q3 2023 | 42 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 42 | 42 | 0.05% | 0.29% | 0.75% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.06% | 0.59% | 1.36% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.24% | 1.19% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.21% | 0.34% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
GLENMEDE TRUST CO NA | 42 | 42 | 0.00% | 0.05% | 0.21% | Q2 2013 | Q3 2023 | 42 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 42 | 42 | 0.00% | 0.16% | 0.54% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.12% | 0.35% | 0.76% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.58% | 1.00% | Q2 2013 | Q3 2023 | 42 |
PITCAIRN CO | 42 | 42 | 0.18% | 0.44% | 0.74% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.13% | 0.34% | 0.66% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.47% | 1.09% | 2.09% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.06% | 0.57% | 1.49% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.22% | 0.49% | 0.74% | Q2 2013 | Q3 2023 | 42 |
FRED ALGER MANAGEMENT, LLC | 42 | 42 | 0.01% | 1.36% | 3.10% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.02% | 0.07% | 0.19% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.10% | 0.32% | 0.60% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.14% | 0.47% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.00% | 0.18% | 0.55% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.04% | 0.14% | 0.37% | Q2 2013 | Q3 2023 | 42 |
TCW GROUP INC | 42 | 42 | 0.79% | 2.09% | 3.37% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.04% | 0.11% | 0.26% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.06% | 0.27% | 0.49% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.12% | 0.31% | 0.63% | Q2 2013 | Q3 2023 | 42 |
SHELL ASSET MANAGEMENT CO | 42 | 42 | 0.07% | 0.21% | 0.52% | Q2 2013 | Q3 2023 | 42 |
DEARBORN PARTNERS LLC | 42 | 42 | 0.03% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.14% | 0.35% | 0.69% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.08% | 0.19% | 0.59% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.05% | 0.18% | 0.48% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.01% | 0.17% | 0.41% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.07% | 0.14% | 0.31% | Q2 2013 | Q3 2023 | 42 |
JENNISON ASSOCIATES LLC | 42 | 42 | 0.94% | 1.84% | 3.33% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.25% | 0.46% | 0.77% | Q2 2013 | Q3 2023 | 42 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 42 | 42 | 0.58% | 1.14% | 1.73% | Q2 2013 | Q3 2023 | 42 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 42 | 42 | 0.00% | 0.25% | 0.86% | Q2 2013 | Q3 2023 | 42 |
GATEWAY INVESTMENT ADVISERS LLC | 42 | 42 | 0.04% | 0.26% | 0.95% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.13% | 0.32% | 0.64% | Q2 2013 | Q3 2023 | 42 |
AQR Capital Management | 34 | 1 | 0.00% | 0.07% | 0.40% | Q4 2012 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.11% | 0.31% | 0.57% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
FIRST FINANCIAL CORP /IN/ | 42 | 42 | 0.02% | 0.26% | 0.54% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.27% | 0.66% | 1.23% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.06% | 0.25% | 0.71% | Q2 2013 | Q3 2023 | 42 |
MOGY JOEL R INVESTMENT COUNSEL INC | 42 | 42 | 1.00% | 2.93% | 4.97% | Q2 2013 | Q3 2023 | 42 |
ARROW FINANCIAL CORP | 42 | 42 | 0.54% | 0.98% | 1.47% | Q2 2013 | Q3 2023 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.02% | 0.28% | 0.64% | Q2 2013 | Q3 2023 | 42 |
Chesley Taft & Associates LLC | 42 | 42 | 0.18% | 0.56% | 0.91% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.32% | 0.71% | 1.31% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.11% | 0.37% | 0.71% | Q2 2013 | Q3 2023 | 42 |
CONNING INC. | 42 | 42 | 0.03% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.11% | 0.32% | 0.73% | Q2 2013 | Q3 2023 | 42 |
EULAV Asset Management | 42 | 42 | 0.60% | 1.27% | 2.08% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.12% | 0.34% | 0.69% | Q2 2013 | Q3 2023 | 42 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 42 | 42 | 0.14% | 0.37% | 0.74% | Q2 2013 | Q3 2023 | 42 |
AMERICAN CENTURY COMPANIES INC | 42 | 42 | 0.07% | 0.37% | 1.12% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.02% | 0.10% | 0.38% | Q2 2013 | Q3 2023 | 42 |
Granite Investment Partners, LLC | 42 | 42 | 0.08% | 0.71% | 1.31% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.04% | 0.36% | 0.77% | Q2 2013 | Q3 2023 | 42 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.19% | 0.42% | 0.83% | Q3 2013 | Q3 2023 | 41 |
Mathes Company, Inc. | 39 | 2 | 0.19% | 2.19% | 4.62% | Q2 2013 | Q3 2023 | 41 |
OLD NATIONAL BANCORP /IN/ | 41 | 41 | 0.02% | 0.34% | 0.86% | Q3 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.08% | 0.30% | 0.68% | Q1 2013 | Q3 2023 | 41 |
SUMITOMO LIFE INSURANCE CO | 41 | 41 | 0.08% | 0.31% | 0.58% | Q3 2013 | Q3 2023 | 41 |
NEXT CENTURY GROWTH INVESTORS LLC | 41 | 41 | 0.06% | 0.24% | 0.43% | Q2 2013 | Q2 2023 | 41 |
DnB Asset Management AS | 39 | 2 | 0.01% | 0.43% | 2.34% | Q2 2013 | Q4 2023 | 41 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 21 | 20 | 0.00% | 0.15% | 0.49% | Q2 2013 | Q3 2023 | 41 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 41 | 41 | 0.09% | 0.37% | 0.81% | Q3 2013 | Q3 2023 | 41 |
Perigon Wealth Management, LLC | 40 | 1 | 0.41% | 0.89% | 1.58% | Q3 2011 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.02% | 0.16% | 0.40% | Q2 2013 | Q3 2023 | 41 |
BARINGS LLC | 41 | 41 | 0.01% | 0.04% | 0.09% | Q3 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.02% | 0.19% | 0.39% | Q2 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.03% | 0.18% | 0.41% | Q3 2013 | Q3 2023 | 41 |
SG Americas Securities, LLC | 31 | 10 | 0.00% | 0.12% | 1.29% | Q2 2013 | Q3 2023 | 41 |
1832 Asset Management L.P. | 41 | 41 | 0.00% | 0.22% | 0.69% | Q3 2013 | Q3 2023 | 41 |
CROSSLINK CAPITAL INC | 34 | 7 | 0.00% | 3.91% | 9.54% | Q2 2013 | Q3 2023 | 41 |
OAK ASSOCIATES LTD /OH/ | 40 | 1 | 0.32% | 0.73% | 1.14% | Q2 2013 | Q3 2023 | 41 |
Edge Wealth Management LLC | 26 | 15 | 0.07% | 0.77% | 2.43% | Q2 2013 | Q3 2023 | 41 |
Sandy Spring Bank | 41 | 41 | 0.00% | 0.33% | 0.73% | Q3 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.04% | 0.39% | 0.74% | Q2 2013 | Q3 2023 | 41 |
TRILLIUM ASSET MANAGEMENT, LLC | 41 | 41 | 0.04% | 0.64% | 1.35% | Q3 2013 | Q3 2023 | 41 |
J.P. Morgan Private Wealth Advisors LLC | 40 | 1 | 0.04% | 0.26% | 0.65% | Q2 2013 | Q3 2023 | 41 |
Neuberger Berman Group LLC | 37 | 4 | 0.00% | 0.17% | 0.60% | Q2 2013 | Q3 2023 | 41 |
RATIONAL ADVISORS LLC | 12 | 1 | 0.00% | 0.13% | 0.63% | Q1 2009 | Q3 2023 | 40 |
PineBridge Investments, L.P. | 25 | 5 | 0.00% | 0.33% | 0.72% | Q2 2013 | Q3 2023 | 40 |
SEGALL BRYANT & HAMILL, LLC | 40 | 40 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q2 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.17% | 0.39% | 0.78% | Q4 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.12% | 0.25% | 0.54% | Q4 2013 | Q3 2023 | 40 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 11 | 0.00% | 0.06% | 0.27% | Q4 2013 | Q4 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.18% | 0.42% | 0.82% | Q3 2013 | Q3 2023 | 40 |
CENTRAL BANK & TRUST CO | 40 | 40 | 0.04% | 0.42% | 1.22% | Q4 2013 | Q3 2023 | 40 |
Compagnie Lombard Odier SCmA | 40 | 40 | 0.01% | 0.40% | 1.84% | Q4 2013 | Q3 2023 | 40 |
Meiji Yasuda Life Insurance Co | 33 | 7 | 0.04% | 0.19% | 0.45% | Q2 2013 | Q3 2023 | 40 |
Tower Research Capital LLC (TRC) | 22 | 9 | 0.00% | 0.14% | 0.66% | Q2 2013 | Q3 2023 | 40 |
Capula Management Ltd | 10 | 1 | 0.00% | 0.21% | 0.76% | Q3 2019 | Q3 2023 | 40 |
Fort Point Capital Partners LLC | 38 | 38 | 0.01% | 2.69% | 6.11% | Q2 2014 | Q3 2023 | 40 |
HOLLENCREST CAPITAL MANAGEMENT | 40 | 40 | 0.03% | 1.60% | 5.42% | Q4 2013 | Q3 2023 | 40 |
Oakworth Capital, Inc. | 40 | 40 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q3 2023 | 40 |
Diversified Trust Co | 29 | 1 | 0.05% | 0.19% | 0.43% | Q2 2013 | Q4 2023 | 40 |
SYNOVUS FINANCIAL CORP | 40 | 40 | 0.00% | 0.07% | 0.19% | Q4 2013 | Q3 2023 | 40 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA | 30 | 3 | 0.33% | 2.56% | 3.98% | Q3 2013 | Q3 2023 | 39 |
WESBANCO BANK INC | 17 | 11 | 0.01% | 0.57% | 1.45% | Q3 2013 | Q3 2023 | 39 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 36 | 1 | 0.00% | 0.19% | 0.47% | Q2 2013 | Q3 2023 | 39 |
Baillie Gifford | 39 | 39 | 0.46% | 1.06% | 2.76% | Q2 2013 | Q4 2022 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.17% | 0.36% | 0.68% | Q1 2014 | Q3 2023 | 39 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.01% | 0.48% | 1.50% | Q2 2013 | Q4 2022 | 39 |
Janney Montgomery Scott LLC | 29 | 10 | 0.01% | 0.10% | 0.28% | Q4 2013 | Q3 2023 | 39 |
PARSONS CAPITAL MANAGEMENT INC/RI | 39 | 39 | 0.03% | 0.41% | 0.96% | Q1 2014 | Q3 2023 | 39 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.09% | 0.23% | Q2 2013 | Q1 2017 | 39 |
ClearBridge Investments | 28 | 1 | 0.00% | 0.38% | 1.37% | Q2 2013 | Q3 2023 | 39 |
Main Street Research LLC | 36 | 1 | 0.02% | 1.16% | 3.08% | Q2 2013 | Q3 2023 | 39 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 23 | 16 | 0.13% | 1.61% | 2.52% | Q2 2013 | Q3 2023 | 39 |
CULLEN/FROST BANKERS, INC. | 39 | 39 | 0.23% | 0.74% | 1.43% | Q1 2014 | Q3 2023 | 39 |
Evercore Wealth Management, LLC | 39 | 39 | 0.06% | 0.12% | 0.22% | Q1 2014 | Q3 2023 | 39 |
Winslow Capital Management, LLC | 37 | 2 | 0.09% | 2.49% | 4.71% | Q2 2013 | Q3 2023 | 39 |
MOTCO | 27 | 12 | 0.00% | 0.20% | 0.70% | Q2 2013 | Q3 2023 | 39 |
WEDBUSH SECURITIES INC | 39 | 39 | 0.05% | 0.25% | 0.59% | Q1 2014 | Q3 2023 | 39 |
TIEMANN INVESTMENT ADVISORS, LLC | 39 | 39 | 0.57% | 0.86% | 1.40% | Q1 2014 | Q3 2023 | 39 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.08% | 0.25% | 0.63% | Q1 2014 | Q3 2023 | 39 |
TOMPKINS FINANCIAL CORP | 28 | 1 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q4 2023 | 39 |
SHELTON CAPITAL MANAGEMENT | 36 | 3 | 0.03% | 0.09% | 0.33% | Q4 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.05% | 0.29% | 0.63% | Q1 2014 | Q3 2023 | 39 |
PRUDENTIAL PLC | 38 | 38 | 0.00% | 0.10% | 0.49% | Q2 2014 | Q3 2023 | 38 |
DUBUQUE BANK & TRUST CO | 38 | 38 | 0.00% | 0.33% | 1.41% | Q2 2014 | Q3 2023 | 38 |
Rehmann Capital Advisory Group | 15 | 1 | 0.04% | 0.08% | 0.13% | Q2 2011 | Q3 2023 | 38 |
Brown Advisory Securities, LLC | 38 | 38 | 0.11% | 0.51% | 1.26% | Q2 2013 | Q3 2022 | 38 |
QUEST INVESTMENT MANAGEMENT LLC | 37 | 1 | 0.30% | 1.61% | 2.44% | Q2 2013 | Q3 2023 | 38 |
Meiji Yasuda Asset Management Co Ltd. | 33 | 5 | 0.05% | 0.18% | 0.37% | Q2 2013 | Q3 2023 | 38 |
ENTERPRISE FINANCIAL SERVICES CORP | 35 | 3 | 0.01% | 0.03% | 0.19% | Q2 2013 | Q3 2023 | 38 |
ADELL HARRIMAN & CARPENTER INC | 38 | 38 | 0.13% | 1.00% | 2.05% | Q2 2014 | Q3 2023 | 38 |
STEPHENS INC /AR/ | 21 | 17 | 0.02% | 0.34% | 0.59% | Q2 2013 | Q3 2023 | 38 |
EASTERN BANK | 38 | 38 | 0.03% | 0.86% | 1.60% | Q2 2014 | Q3 2023 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.01% | 0.17% | 0.34% | Q2 2013 | Q3 2022 | 38 |
Grassi Investment Management | 38 | 38 | 0.08% | 0.68% | 1.32% | Q2 2014 | Q3 2023 | 38 |
ATALANTA SOSNOFF CAPITAL, LLC | 31 | 3 | 0.06% | 1.06% | 2.21% | Q2 2013 | Q3 2023 | 38 |
BLUESTEIN R H & CO LLC | 38 | 38 | 0.02% | 0.62% | 2.67% | Q2 2013 | Q3 2022 | 38 |
TRUST CO OF VERMONT | 36 | 2 | 0.00% | 0.30% | 0.66% | Q4 2013 | Q3 2023 | 38 |
Gemmer Asset Management LLC | 35 | 3 | 0.01% | 0.59% | 2.04% | Q1 2014 | Q3 2023 | 38 |
Cetera Advisors LLC | 27 | 10 | 0.01% | 0.22% | 0.52% | Q2 2014 | Q3 2023 | 37 |
DOWLING & YAHNKE LLC | 37 | 37 | 0.03% | 0.26% | 0.57% | Q3 2013 | Q3 2022 | 37 |
FINANCIAL COUNSELORS INC | 28 | 9 | 0.09% | 0.43% | 0.76% | Q2 2014 | Q3 2023 | 37 |
SCOTIA CAPITAL INC. | 33 | 2 | 0.01% | 0.14% | 0.36% | Q1 2014 | Q3 2023 | 37 |
Supplemental Annuity Collective Trust of NJ | 21 | 16 | 0.16% | 0.48% | 0.84% | Q1 2014 | Q3 2023 | 37 |
KCM INVESTMENT ADVISORS LLC | 37 | 37 | 0.04% | 0.24% | 0.50% | Q3 2014 | Q3 2023 | 37 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 37 | 37 | 0.00% | 0.06% | 0.15% | Q3 2014 | Q3 2023 | 37 |
Private Advisor Group, LLC | 34 | 2 | 0.00% | 0.07% | 0.15% | Q1 2014 | Q3 2023 | 37 |
Point72 Hong Kong Ltd | 13 | 1 | 0.00% | 0.27% | 2.16% | Q4 2014 | Q3 2022 | 37 |
National Pension Service | 37 | 37 | 0.20% | 0.39% | 0.66% | Q3 2014 | Q3 2023 | 37 |
BROWN BROTHERS HARRIMAN & CO | 28 | 3 | 0.00% | 0.01% | 0.04% | Q1 2013 | Q3 2023 | 37 |
XR Securities LLC | 13 | 5 | 0.01% | 0.18% | 0.98% | Q2 2018 | Q3 2023 | 37 |
Avestar Capital, LLC | 24 | 24 | 0.00% | 0.33% | 1.01% | Q4 2017 | Q3 2023 | 37 |
Cypress Capital Management LLC (WY) | 36 | 36 | 0.23% | 0.54% | 1.44% | Q4 2014 | Q3 2023 | 36 |
Sculptor Capital LP | 12 | 1 | 0.01% | 0.56% | 2.55% | Q2 2013 | Q3 2022 | 36 |
State of New Jersey Common Pension Fund D | 36 | 36 | 0.01% | 0.31% | 0.59% | Q4 2014 | Q3 2023 | 36 |
Private Ocean, LLC | 24 | 12 | 0.00% | 0.02% | 0.13% | Q4 2013 | Q3 2023 | 36 |
FORBES J M & CO LLP | 36 | 36 | 0.69% | 2.29% | 3.78% | Q4 2014 | Q3 2023 | 36 |
LAZARD ASSET MANAGEMENT LLC | 32 | 1 | 0.00% | 0.22% | 0.86% | Q2 2013 | Q3 2023 | 36 |
Ballentine Partners, LLC | 28 | 6 | 0.00% | 0.06% | 0.11% | Q1 2015 | Q3 2023 | 36 |
IBM Retirement Fund | 36 | 36 | 0.13% | 0.33% | 0.64% | Q2 2013 | Q1 2022 | 36 |
CITIZENS & NORTHERN CORP | 36 | 36 | 0.49% | 1.04% | 1.59% | Q4 2014 | Q3 2023 | 36 |
HHR Asset Management, LLC | 36 | 36 | 3.86% | 4.29% | 5.12% | Q2 2013 | Q1 2022 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.17% | 0.38% | 0.65% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.09% | 0.26% | 0.52% | Q2 2013 | Q1 2022 | 36 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 34 | 34 | 0.00% | 0.15% | 0.63% | Q2 2015 | Q3 2023 | 36 |
Smithfield Trust Co | 32 | 4 | 0.00% | 0.03% | 0.07% | Q4 2013 | Q3 2023 | 36 |
OPTIMUM INVESTMENT ADVISORS | 28 | 7 | 0.00% | 0.09% | 0.25% | Q3 2013 | Q4 2023 | 36 |
Candriam S.C.A. | 36 | 36 | 0.02% | 0.40% | 0.70% | Q4 2014 | Q3 2023 | 36 |
GAM Holding AG | 17 | 2 | 0.03% | 0.26% | 0.97% | Q2 2013 | Q2 2023 | 36 |
PITTENGER & ANDERSON INC | 36 | 36 | 0.00% | 0.79% | 1.50% | Q4 2014 | Q3 2023 | 36 |
RAYMOND JAMES TRUST N.A. | 34 | 2 | 0.02% | 0.13% | 0.31% | Q2 2014 | Q3 2023 | 36 |
Checchi Capital Advisers, LLC | 36 | 36 | 0.04% | 0.17% | 0.61% | Q4 2014 | Q3 2023 | 36 |
Caprock Group, LLC | 36 | 36 | 0.12% | 0.27% | 0.52% | Q4 2014 | Q3 2023 | 36 |
MV CAPITAL MANAGEMENT, INC. | 36 | 36 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 36 |
CHILTON CAPITAL MANAGEMENT LLC | 31 | 3 | 0.00% | 0.75% | 1.55% | Q2 2013 | Q3 2023 | 36 |
DE BURLO GROUP INC | 31 | 5 | 0.14% | 1.96% | 4.90% | Q3 2014 | Q3 2023 | 36 |
ACG Wealth | 22 | 14 | 0.04% | 0.47% | 1.16% | Q2 2013 | Q3 2022 | 36 |
KING LUTHER CAPITAL MANAGEMENT CORP | 34 | 1 | 0.00% | 0.17% | 0.54% | Q3 2013 | Q3 2023 | 35 |
Boltwood Capital Management | 35 | 35 | 0.57% | 0.97% | 1.66% | Q2 2015 | Q4 2023 | 35 |
South Street Advisors LLC | 35 | 35 | 1.48% | 3.48% | 5.41% | Q2 2013 | Q4 2021 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.03% | 0.16% | 0.34% | Q1 2015 | Q3 2023 | 35 |
COMMERCE BANK | 35 | 35 | 0.00% | 0.04% | 0.13% | Q1 2015 | Q3 2023 | 35 |
CAMBRIDGE TRUST CO | 35 | 35 | 0.60% | 1.46% | 2.37% | Q1 2015 | Q3 2023 | 35 |
Allworth Financial LP | 35 | 35 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 35 |
PATHSTONE FAMILY OFFICE, LLC | 27 | 2 | 0.00% | 0.10% | 0.23% | Q2 2013 | Q3 2023 | 35 |
Azimuth Capital Management LLC | 35 | 35 | 0.02% | 0.42% | 1.17% | Q3 2013 | Q1 2022 | 35 |
Andra AP-fonden | 15 | 1 | 0.00% | 0.10% | 0.43% | Q2 2013 | Q3 2023 | 35 |
VALLEY NATIONAL ADVISERS INC | 35 | 35 | 0.01% | 0.06% | 0.17% | Q1 2015 | Q3 2023 | 35 |
FUKOKU MUTUAL LIFE INSURANCE Co | 34 | 1 | 0.04% | 0.13% | 0.31% | Q2 2014 | Q3 2023 | 35 |
Cetera Advisor Networks LLC | 35 | 35 | 0.01% | 0.10% | 0.24% | Q1 2015 | Q3 2023 | 35 |
Advisory Services Network, LLC | 27 | 8 | 0.02% | 0.19% | 0.35% | Q4 2014 | Q3 2023 | 35 |
People's United Financial, Inc. | 18 | 17 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q1 2022 | 35 |
VICTORY CAPITAL MANAGEMENT INC | 33 | 1 | 0.00% | 0.10% | 0.27% | Q3 2013 | Q3 2023 | 34 |
Crestwood Advisors Group, LLC | 25 | 1 | 0.02% | 0.32% | 1.27% | Q2 2013 | Q3 2023 | 34 |
ING GROEP NV | 20 | 1 | 0.01% | 0.24% | 0.80% | Q2 2013 | Q3 2023 | 34 |
Alexandria Capital, LLC | 34 | 34 | 0.00% | 0.22% | 1.00% | Q2 2013 | Q3 2021 | 34 |
Fisher Asset Management, LLC | 33 | 1 | 0.00% | 0.99% | 2.62% | Q2 2013 | Q3 2023 | 34 |
SVB WEALTH LLC | 34 | 34 | 0.04% | 0.24% | 0.78% | Q2 2015 | Q3 2023 | 34 |
JUNCTURE WEALTH STRATEGIES, LLC | 31 | 3 | 0.17% | 0.58% | 0.85% | Q4 2014 | Q4 2023 | 34 |
NEVILLE RODIE & SHAW INC | 34 | 34 | 0.03% | 0.62% | 1.11% | Q3 2015 | Q4 2023 | 34 |
CIM INVESTMENT MANAGEMENT INC | 17 | 4 | 0.11% | 0.25% | 0.45% | Q3 2013 | Q3 2023 | 34 |
CENTRAL TRUST Co | 27 | 2 | 0.00% | 0.20% | 0.47% | Q2 2013 | Q3 2023 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.06% | 0.20% | 0.43% | Q2 2013 | Q3 2021 | 34 |
Lombard Odier Asset Management (Switzerland) SA | 13 | 1 | 0.03% | 0.15% | 0.57% | Q2 2014 | Q3 2023 | 34 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.02% | 0.33% | 0.88% | Q2 2013 | Q2 2021 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.08% | 0.18% | 0.31% | Q2 2015 | Q3 2023 | 34 |
Mizuho Markets Cayman LP | 12 | 2 | 0.00% | 0.46% | 2.00% | Q1 2020 | Q3 2023 | 34 |
Tredje AP-fonden | 34 | 34 | 0.12% | 0.38% | 1.19% | Q2 2015 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.01% | 0.10% | 0.50% | Q2 2015 | Q3 2023 | 34 |
Harbour Capital Advisors, LLC | 34 | 34 | 0.17% | 1.10% | 2.49% | Q3 2015 | Q4 2023 | 34 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 28 | 0.00% | 0.49% | 2.14% | Q4 2016 | Q3 2023 | 34 |
B. Riley Wealth Advisors, Inc. | 24 | 1 | 0.00% | 0.14% | 0.26% | Q1 2014 | Q3 2023 | 34 |
Weiss Multi-Strategy Advisers LLC | 21 | 1 | 0.01% | 0.30% | 1.34% | Q1 2014 | Q2 2023 | 34 |
World Asset Management Inc | 34 | 34 | 0.10% | 0.27% | 0.52% | Q2 2013 | Q3 2021 | 34 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.14% | 0.34% | 0.79% | Q2 2013 | Q3 2023 | 33 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 18 | 15 | 0.28% | 0.79% | 1.54% | Q2 2013 | Q3 2023 | 33 |
INTRUST BANK NA | 33 | 33 | 0.12% | 0.28% | 0.39% | Q3 2015 | Q3 2023 | 33 |
Essex Financial Services, Inc. | 33 | 33 | 0.03% | 0.12% | 0.22% | Q3 2015 | Q3 2023 | 33 |
CIBC WORLD MARKET INC. | 27 | 6 | 0.00% | 0.05% | 0.17% | Q1 2015 | Q3 2023 | 33 |
Gradient Investments LLC | 33 | 33 | 0.01% | 0.05% | 0.25% | Q3 2015 | Q3 2023 | 33 |
Zurich Insurance Group Ltd/FI | 33 | 33 | 0.18% | 1.03% | 3.21% | Q3 2015 | Q3 2023 | 33 |
MIDDLETON & CO INC/MA | 33 | 33 | 0.86% | 2.04% | 3.18% | Q3 2015 | Q3 2023 | 33 |
AMF Tjanstepension AB | 32 | 1 | 0.01% | 0.96% | 1.95% | Q4 2014 | Q3 2023 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.01% | 0.07% | 0.17% | Q3 2015 | Q3 2023 | 33 |
Point72 Asset Management, L.P. | 8 | 1 | 0.00% | 0.42% | 2.35% | Q2 2014 | Q3 2023 | 33 |
Nelson Capital Management, LLC | 33 | 33 | 0.06% | 1.75% | 2.81% | Q3 2014 | Q3 2022 | 33 |
ADVISOR PARTNERS LLC | 31 | 2 | 0.10% | 0.27% | 0.57% | Q1 2014 | Q2 2022 | 33 |
Ranger Investment Management | 33 | 33 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.01% | 0.03% | 0.08% | Q4 2015 | Q4 2023 | 33 |
HARDING LOEVNER LP | 26 | 7 | 0.00% | 0.65% | 1.45% | Q1 2015 | Q3 2023 | 33 |
FACTORY MUTUAL INSURANCE CO | 24 | 9 | 0.08% | 0.21% | 0.64% | Q2 2014 | Q3 2023 | 33 |
TWIN CAPITAL MANAGEMENT INC | 32 | 32 | 0.02% | 0.46% | 0.84% | Q4 2015 | Q3 2023 | 32 |
Stratos Wealth Partners, LTD. | 32 | 32 | 0.02% | 0.11% | 0.31% | Q4 2015 | Q3 2023 | 32 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.00% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 32 |
Pacer Advisors, Inc. | 32 | 32 | 0.00% | 0.15% | 0.35% | Q4 2015 | Q3 2023 | 32 |
FIRST MANHATTAN CO. LLC. | 31 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 32 |
Rathbones Group PLC | 32 | 32 | 0.00% | 0.77% | 1.48% | Q4 2015 | Q3 2023 | 32 |
1ST SOURCE BANK | 32 | 32 | 0.02% | 0.05% | 0.10% | Q4 2015 | Q3 2023 | 32 |
SUN LIFE FINANCIAL INC | 32 | 32 | 0.00% | 0.20% | 0.83% | Q2 2013 | Q1 2021 | 32 |
QS Investors, LLC | 32 | 32 | 0.01% | 0.05% | 0.20% | Q3 2013 | Q2 2021 | 32 |
NATIXIS | 9 | 1 | 0.00% | 0.22% | 0.79% | Q4 2014 | Q3 2023 | 32 |
Douglass Winthrop Advisors, LLC | 32 | 32 | 0.02% | 0.10% | 0.25% | Q4 2015 | Q3 2023 | 32 |
LS Investment Advisors, LLC | 32 | 32 | 0.01% | 0.09% | 0.22% | Q2 2013 | Q1 2021 | 32 |
FULTON BANK, N.A. | 32 | 32 | 0.09% | 0.14% | 0.23% | Q1 2016 | Q4 2023 | 32 |
Kistler-Tiffany Companies, LLC | 26 | 6 | 0.00% | 0.15% | 0.33% | Q1 2015 | Q2 2023 | 32 |
SIGNATUREFD, LLC | 23 | 1 | 0.00% | 0.06% | 0.11% | Q4 2013 | Q3 2023 | 32 |
Raab & Moskowitz Asset Management LLC | 31 | 1 | 0.01% | 0.49% | 1.00% | Q4 2014 | Q3 2023 | 32 |
ROPES WEALTH ADVISORS LLC | 32 | 32 | 0.00% | 0.10% | 0.15% | Q4 2015 | Q3 2023 | 32 |
REILLY FINANCIAL ADVISORS, LLC | 31 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2021 | 32 |
Skandinaviska Enskilda Banken AB (publ) | 32 | 32 | 0.08% | 0.29% | 0.65% | Q4 2015 | Q3 2023 | 32 |
NICOLET BANKSHARES INC | 32 | 32 | 0.22% | 0.43% | 0.61% | Q4 2015 | Q3 2023 | 32 |
Iowa State Bank | 32 | 32 | 0.84% | 1.91% | 3.14% | Q4 2015 | Q3 2023 | 32 |
RIVERBRIDGE PARTNERS LLC | 32 | 32 | 0.34% | 0.85% | 1.34% | Q4 2015 | Q3 2023 | 32 |
COLONY GROUP LLC | 23 | 9 | 0.00% | 0.05% | 0.11% | Q4 2013 | Q3 2023 | 32 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 16 | 5 | 0.01% | 0.09% | 0.30% | Q2 2013 | Q3 2023 | 32 |
Hanson & Doremus Investment Management | 29 | 3 | 0.00% | 0.02% | 0.03% | Q3 2013 | Q3 2023 | 32 |
TRUE Private Wealth Advisors | 32 | 32 | 0.11% | 0.18% | 0.32% | Q4 2015 | Q3 2023 | 32 |
BRYN MAWR TRUST Co | 27 | 5 | 0.01% | 0.09% | 0.37% | Q2 2015 | Q3 2023 | 32 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 32 | 32 | 0.47% | 0.99% | 1.73% | Q2 2013 | Q1 2021 | 32 |
Grove Bank & Trust | 32 | 32 | 0.13% | 0.35% | 0.66% | Q4 2015 | Q3 2023 | 32 |
Moors & Cabot, Inc. | 25 | 3 | 0.00% | 0.38% | 0.80% | Q3 2016 | Q3 2023 | 32 |
ASSETMARK, INC | 32 | 32 | 0.00% | 0.01% | 0.06% | Q4 2015 | Q3 2023 | 32 |
PARADIGM ASSET MANAGEMENT CO LLC | 27 | 5 | 0.02% | 0.20% | 0.60% | Q4 2013 | Q3 2023 | 32 |
WEBSTER BANK, N. A. | 32 | 32 | 0.26% | 0.61% | 1.03% | Q4 2015 | Q3 2023 | 32 |
Voya Financial Advisors, Inc. | 32 | 32 | 0.02% | 0.12% | 0.30% | Q4 2015 | Q3 2023 | 32 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 26 | 6 | 0.01% | 0.15% | 0.35% | Q2 2013 | Q3 2023 | 32 |
MOODY NATIONAL BANK TRUST DIVISION | 32 | 32 | 0.03% | 0.21% | 0.53% | Q4 2015 | Q3 2023 | 32 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 31 | 31 | 0.06% | 0.18% | 0.58% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.04% | 0.18% | Q4 2015 | Q3 2023 | 31 |
LORD, ABBETT & CO. LLC | 12 | 4 | 0.01% | 0.07% | 0.22% | Q3 2013 | Q3 2022 | 31 |
Peloton Wealth Strategists | 29 | 1 | 0.92% | 2.50% | 3.86% | Q2 2014 | Q3 2023 | 31 |
BANQUE PICTET & CIE SA | 24 | 3 | 0.01% | 0.43% | 1.02% | Q4 2013 | Q3 2023 | 31 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 31 | 31 | 0.00% | 0.36% | 0.82% | Q1 2016 | Q3 2023 | 31 |
CULLINAN ASSOCIATES INC | 31 | 31 | 0.15% | 0.60% | 1.24% | Q1 2016 | Q3 2023 | 31 |
Atlas Brown,Inc. | 29 | 2 | 0.06% | 0.37% | 0.73% | Q4 2015 | Q3 2023 | 31 |
Capital Research Global Investors | 27 | 4 | 0.01% | 0.22% | 0.64% | Q2 2014 | Q3 2023 | 31 |
Aureus Asset Management, LLC | 31 | 31 | 1.70% | 2.17% | 2.83% | Q1 2016 | Q3 2023 | 31 |
Bray Capital Advisors | 31 | 31 | 0.80% | 1.23% | 1.86% | Q1 2016 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.10% | 0.28% | 0.62% | Q2 2013 | Q4 2020 | 31 |
Mariner, LLC | 29 | 2 | 0.01% | 0.24% | 0.63% | Q3 2015 | Q3 2023 | 31 |
Tarbox Family Office, Inc. | 31 | 31 | 0.00% | 0.04% | 0.16% | Q3 2014 | Q1 2022 | 31 |
Aperio Group, LLC | 31 | 31 | 0.08% | 0.21% | 0.49% | Q2 2013 | Q4 2020 | 31 |
BRIGHTON JONES LLC | 26 | 5 | 0.05% | 0.20% | 0.42% | Q3 2015 | Q3 2023 | 31 |
JOHNSON INVESTMENT COUNSEL INC | 31 | 31 | 0.06% | 0.13% | 0.20% | Q1 2016 | Q3 2023 | 31 |
Kovack Advisors, Inc. | 27 | 2 | 0.00% | 0.28% | 0.51% | Q2 2016 | Q3 2023 | 31 |
NEXT Financial Group, Inc | 31 | 31 | 0.00% | 0.19% | 0.46% | Q2 2014 | Q4 2021 | 31 |
Asset Dedication, LLC | 20 | 11 | 0.00% | 0.07% | 0.24% | Q4 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.03% | 0.15% | Q1 2016 | Q3 2023 | 31 |
Tradewinds Capital Management, LLC | 31 | 31 | 0.00% | 0.03% | 0.17% | Q1 2016 | Q3 2023 | 31 |
TWO SIGMA ADVISERS, LP | 5 | 1 | 0.00% | 0.11% | 0.68% | Q2 2013 | Q3 2023 | 31 |
FineMark National Bank & Trust | 16 | 15 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 31 |
MACKENZIE FINANCIAL CORP | 24 | 1 | 0.00% | 0.14% | 0.35% | Q2 2013 | Q3 2023 | 31 |
PEAPACK GLADSTONE FINANCIAL CORP | 27 | 4 | 0.01% | 0.06% | 0.16% | Q1 2015 | Q3 2023 | 31 |
MCKINLEY CAPITAL MANAGEMENT LLC | 31 | 31 | 0.12% | 0.95% | 2.09% | Q3 2013 | Q1 2021 | 31 |
FIL Ltd | 31 | 31 | 0.06% | 0.48% | 1.22% | Q1 2016 | Q3 2023 | 31 |
Wellington Shields Capital Management, LLC | 30 | 1 | 0.05% | 0.50% | 1.03% | Q2 2015 | Q3 2023 | 31 |
WEALTHSOURCE PARTNERS, LLC | 31 | 31 | 0.07% | 0.15% | 0.27% | Q1 2016 | Q3 2023 | 31 |
CIBC WORLD MARKETS CORP | 30 | 1 | 0.05% | 0.39% | 1.55% | Q4 2015 | Q3 2023 | 31 |
M&R CAPITAL MANAGEMENT INC | 31 | 31 | 0.01% | 0.15% | 0.42% | Q2 2016 | Q4 2023 | 31 |
Intersect Capital LLC | 31 | 31 | 0.02% | 0.37% | 0.68% | Q4 2014 | Q2 2022 | 31 |
Archford Capital Strategies, LLC | 13 | 8 | 0.00% | 0.09% | 0.25% | Q1 2014 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.04% | 0.16% | 0.26% | Q1 2016 | Q3 2023 | 31 |
Ledyard National Bank | 21 | 1 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q2 2022 | 31 |
Hills Bank & Trust Co | 31 | 31 | 0.23% | 0.42% | 0.73% | Q1 2016 | Q3 2023 | 31 |
Proficio Capital Partners LLC | 16 | 15 | 0.00% | 0.04% | 0.10% | Q4 2015 | Q3 2023 | 31 |
Lido Advisors, LLC | 23 | 1 | 0.00% | 0.10% | 0.25% | Q2 2016 | Q3 2023 | 31 |
CWM, LLC | 20 | 2 | 0.00% | 0.10% | 0.20% | Q3 2013 | Q3 2023 | 30 |
Balentine LLC | 18 | 12 | 0.00% | 0.02% | 0.07% | Q1 2015 | Q3 2023 | 30 |
DELTEC ASSET MANAGEMENT LLC | 26 | 2 | 0.06% | 0.96% | 2.45% | Q4 2014 | Q3 2023 | 30 |
Sands Capital Management | 30 | 30 | 0.08% | 3.87% | 6.52% | Q2 2013 | Q3 2020 | 30 |
VAN ECK ASSOCIATES CORP | 30 | 30 | 0.08% | 0.32% | 0.62% | Q2 2016 | Q3 2023 | 30 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 28 | 1 | 0.04% | 0.23% | 0.76% | Q2 2013 | Q3 2023 | 30 |
Snowden Capital Advisors LLC | 22 | 8 | 0.06% | 0.20% | 0.79% | Q1 2016 | Q3 2023 | 30 |
DSC Advisors, L.P. | 26 | 1 | 0.08% | 0.34% | 0.87% | Q4 2015 | Q3 2023 | 30 |
MARSICO CAPITAL MANAGEMENT LLC | 30 | 30 | 0.14% | 3.36% | 6.77% | Q2 2013 | Q3 2020 | 30 |
BP PLC | 30 | 30 | 0.10% | 0.37% | 1.04% | Q1 2014 | Q2 2021 | 30 |
ACADIAN ASSET MANAGEMENT LLC | 23 | 1 | 0.00% | 0.05% | 0.20% | Q1 2015 | Q3 2023 | 30 |
Polar Capital LLP | 30 | 30 | 0.39% | 0.64% | 1.41% | Q2 2013 | Q3 2020 | 30 |
Winfield Associates, Inc. | 17 | 13 | 0.00% | 0.38% | 1.14% | Q4 2013 | Q1 2022 | 30 |
FIRST CITIZENS BANK & TRUST CO | 13 | 2 | 0.01% | 0.15% | 0.52% | Q2 2013 | Q3 2023 | 30 |
Covington Investment Advisors Inc. | 30 | 30 | 1.26% | 2.09% | 3.61% | Q3 2015 | Q4 2022 | 30 |
BAMCO INC /NY/ | 30 | 30 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q3 2020 | 30 |
SALEM INVESTMENT COUNSELORS INC | 24 | 6 | 0.01% | 0.24% | 0.39% | Q1 2016 | Q3 2023 | 30 |
INTACT INVESTMENT MANAGEMENT INC. | 26 | 4 | 0.02% | 0.03% | 0.06% | Q1 2016 | Q3 2023 | 30 |
LINCOLN NATIONAL CORP | 27 | 3 | 0.01% | 0.05% | 0.11% | Q1 2016 | Q3 2023 | 30 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.02% | 0.15% | 0.40% | Q4 2013 | Q4 2020 | 29 |
SSI INVESTMENT MANAGEMENT LLC | 19 | 1 | 0.00% | 0.03% | 0.05% | Q3 2013 | Q3 2023 | 29 |
Hemenway Trust Co LLC | 26 | 1 | 0.03% | 0.05% | 0.08% | Q3 2015 | Q3 2023 | 29 |
Capital Impact Advisors, LLC | 22 | 3 | 0.19% | 0.97% | 1.84% | Q1 2015 | Q4 2022 | 29 |
Ally Financial Inc. | 12 | 1 | 0.15% | 0.66% | 1.77% | Q2 2014 | Q3 2023 | 29 |
PRIVATE TRUST CO NA | 23 | 1 | 0.00% | 0.22% | 0.56% | Q1 2013 | Q3 2023 | 29 |
Aldebaran Financial Inc. | 29 | 29 | 0.78% | 1.37% | 2.00% | Q3 2016 | Q3 2023 | 29 |
Personal Capital Advisors Corp | 24 | 1 | 0.01% | 0.47% | 0.89% | Q4 2013 | Q4 2022 | 29 |
Avior Wealth Management, LLC | 29 | 29 | 0.00% | 0.17% | 0.51% | Q3 2016 | Q3 2023 | 29 |
Nan Shan Life Insurance Co., Ltd. | 24 | 5 | 0.34% | 1.09% | 2.96% | Q2 2014 | Q3 2023 | 29 |
Bell Bank | 28 | 1 | 0.12% | 0.22% | 0.37% | Q2 2016 | Q3 2023 | 29 |
MURPHY CAPITAL MANAGEMENT INC | 29 | 29 | 0.04% | 0.36% | 0.85% | Q2 2015 | Q2 2022 | 29 |
HBK Sorce Advisory LLC | 29 | 29 | 0.03% | 0.06% | 0.11% | Q3 2016 | Q3 2023 | 29 |
JAG CAPITAL MANAGEMENT, LLC | 26 | 3 | 0.43% | 1.76% | 3.67% | Q4 2015 | Q3 2023 | 29 |
CARLSON CAPITAL L P | 27 | 1 | 0.01% | 0.28% | 0.61% | Q2 2013 | Q4 2022 | 29 |
Glassman Wealth Services | 29 | 29 | 0.00% | 0.02% | 0.05% | Q3 2016 | Q3 2023 | 29 |
MOODY LYNN & LIEBERSON, LLC | 26 | 3 | 0.07% | 0.51% | 1.63% | Q3 2015 | Q3 2023 | 29 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.00% | 0.21% | 0.40% | Q3 2017 | Q3 2023 | 29 |
Redwood Investments, LLC | 23 | 6 | 0.00% | 0.38% | 1.37% | Q2 2015 | Q3 2023 | 29 |
AO Asset Management, LP | 21 | 1 | 1.00% | 4.83% | 10.97% | Q4 2014 | Q2 2022 | 29 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 27 | 2 | 0.00% | 0.02% | 0.07% | Q2 2016 | Q3 2023 | 29 |
First Allied Advisory Services, Inc. | 29 | 29 | 0.02% | 0.06% | 0.17% | Q3 2013 | Q3 2020 | 29 |
HALL LAURIE J TRUSTEE | 13 | 3 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q3 2023 | 29 |
JNBA Financial Advisors | 29 | 29 | 0.02% | 0.04% | 0.07% | Q3 2016 | Q3 2023 | 29 |
NICHOLAS COMPANY, INC. | 29 | 29 | 0.34% | 0.73% | 1.02% | Q3 2016 | Q3 2023 | 29 |
MUFG Securities EMEA plc | 16 | 2 | 0.00% | 0.20% | 1.50% | Q4 2014 | Q3 2023 | 29 |
Triangle Securities Wealth Management | 29 | 29 | 0.51% | 0.77% | 1.09% | Q3 2016 | Q3 2023 | 29 |
PINNACLE ASSOCIATES LTD | 28 | 28 | 0.02% | 0.10% | 0.26% | Q4 2016 | Q3 2023 | 29 |
S&CO INC | 28 | 28 | 0.03% | 0.06% | 0.09% | Q4 2016 | Q3 2023 | 28 |
Capital Analysts, LLC | 28 | 28 | 0.01% | 0.13% | 0.25% | Q4 2016 | Q3 2023 | 28 |
Community Bank, N.A. | 14 | 14 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 28 |
GREENLEAF TRUST | 28 | 28 | 0.16% | 0.21% | 0.30% | Q4 2016 | Q3 2023 | 28 |
Baystate Wealth Management LLC | 28 | 28 | 0.00% | 0.05% | 0.21% | Q4 2016 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.15% | 0.39% | 0.70% | Q4 2016 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q4 2022 | 28 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 26 | 1 | 0.01% | 0.33% | 0.82% | Q3 2015 | Q3 2023 | 28 |
Motley Fool Wealth Management, LLC | 28 | 28 | 0.55% | 2.47% | 3.81% | Q4 2016 | Q3 2023 | 28 |
AMERICAN NATIONAL BANK | 18 | 10 | 0.01% | 0.04% | 0.12% | Q2 2016 | Q3 2023 | 28 |
Regal Investment Advisors LLC | 10 | 1 | 0.00% | 0.15% | 0.48% | Q2 2013 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.02% | 0.06% | 0.18% | Q4 2016 | Q3 2023 | 28 |
Anchor Investment Management, LLC | 28 | 28 | 0.00% | 0.04% | 0.10% | Q1 2017 | Q4 2023 | 28 |
Lombard Odier Asset Management (Europe) Ltd | 16 | 1 | 0.02% | 0.18% | 0.84% | Q4 2014 | Q3 2023 | 28 |
Roble, Belko & Company, Inc | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.06% | 0.34% | 0.73% | Q4 2016 | Q3 2023 | 28 |
ProVise Management Group, LLC | 28 | 28 | 0.05% | 0.14% | 0.27% | Q4 2016 | Q3 2023 | 28 |
Linscomb & Williams, Inc. | 28 | 28 | 0.02% | 0.12% | 0.22% | Q4 2016 | Q3 2023 | 28 |
CMH Wealth Management LLC | 28 | 28 | 1.20% | 1.67% | 2.71% | Q4 2016 | Q3 2023 | 28 |
Integrated Investment Consultants, LLC | 14 | 1 | 0.08% | 0.13% | 0.22% | Q4 2015 | Q3 2023 | 28 |
Perkins Coie Trust Co | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
COHEN LAWRENCE B | 28 | 28 | 0.27% | 1.90% | 3.13% | Q4 2016 | Q3 2023 | 28 |
Sand Hill Global Advisors, LLC | 28 | 28 | 0.31% | 0.55% | 0.78% | Q4 2016 | Q3 2023 | 28 |
Intellectus Partners, LLC | 28 | 28 | 0.26% | 0.60% | 1.04% | Q4 2016 | Q3 2023 | 28 |
LYELL WEALTH MANAGEMENT, LP | 28 | 28 | 1.32% | 1.74% | 2.20% | Q4 2016 | Q3 2023 | 28 |
Cypress Capital Group | 28 | 28 | 0.18% | 0.79% | 1.37% | Q4 2016 | Q3 2023 | 28 |
JT Stratford LLC | 28 | 28 | 0.06% | 0.68% | 1.03% | Q4 2016 | Q3 2023 | 28 |
Buckingham Capital Management, Inc. | 28 | 28 | 0.08% | 1.22% | 2.26% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.20% | 0.36% | 0.51% | Q4 2016 | Q3 2023 | 28 |
Glenview Trust Co | 27 | 1 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 28 |
AlphaMark Advisors, LLC | 20 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 28 |
AMARILLO NATIONAL BANK | 28 | 28 | 0.09% | 0.22% | 0.42% | Q3 2015 | Q2 2022 | 28 |
Norway Savings Bank | 28 | 28 | 0.01% | 0.37% | 0.86% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.12% | 0.31% | 0.52% | Q4 2016 | Q3 2023 | 28 |
RB Capital Management, LLC | 28 | 28 | 0.02% | 1.64% | 2.48% | Q4 2016 | Q3 2023 | 28 |
Savant Capital, LLC | 27 | 1 | 0.03% | 0.06% | 0.09% | Q2 2016 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.00% | 0.10% | 0.21% | Q4 2016 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.11% | 0.33% | 0.51% | Q4 2016 | Q3 2023 | 28 |
United Bank | 28 | 28 | 0.82% | 1.17% | 1.56% | Q4 2016 | Q3 2023 | 28 |
PRIVATE ASSET MANAGEMENT INC | 28 | 28 | 0.08% | 0.70% | 1.39% | Q4 2016 | Q3 2023 | 28 |
BALDWIN BROTHERS LLC/MA | 24 | 4 | 0.00% | 0.02% | 0.05% | Q1 2016 | Q4 2023 | 28 |
GENERATION INVESTMENT MANAGEMENT LLP | 28 | 28 | 0.58% | 1.57% | 2.96% | Q4 2016 | Q3 2023 | 28 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 28 | 28 | 0.74% | 1.37% | 2.03% | Q4 2016 | Q3 2023 | 28 |
LANNEBO FONDER AB | 28 | 28 | 3.44% | 4.33% | 5.55% | Q4 2016 | Q3 2023 | 28 |
ClariVest Asset Management LLC | 22 | 6 | 0.02% | 0.78% | 1.32% | Q2 2013 | Q3 2023 | 28 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 19 | 5 | 0.01% | 0.55% | 2.71% | Q2 2013 | Q2 2019 | 28 |
Pflug Koory, LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Jasper Ridge Partners, L.P. | 25 | 3 | 0.01% | 0.30% | 0.76% | Q1 2015 | Q3 2023 | 28 |
Kessler Investment Group, LLC | 19 | 8 | 0.04% | 0.23% | 0.75% | Q2 2015 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.27% | 0.60% | 1.12% | Q1 2017 | Q3 2023 | 27 |
Echo Street Capital Management LLC | 23 | 1 | 0.00% | 0.44% | 1.27% | Q1 2016 | Q3 2023 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.02% | 0.03% | 0.10% | Q2 2013 | Q4 2019 | 27 |
Cribstone Capital Management, LLC | 27 | 27 | 0.00% | 0.48% | 1.05% | Q2 2016 | Q4 2022 | 27 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 14 | 3 | 0.01% | 0.35% | 1.98% | Q4 2015 | Q3 2023 | 27 |
Moreno Evelyn V | 27 | 27 | 1.18% | 2.05% | 3.11% | Q1 2017 | Q3 2023 | 27 |
CLEAR STREET MARKETS LLC | 5 | 1 | 0.00% | 0.28% | 1.61% | Q1 2014 | Q2 2023 | 27 |
FIRST INTERSTATE BANK | 16 | 1 | 0.00% | 0.14% | 0.48% | Q3 2015 | Q3 2023 | 27 |
Winch Advisory Services, LLC | 22 | 1 | 0.74% | 1.55% | 5.56% | Q2 2014 | Q3 2023 | 27 |
Alberta Investment Management Corp | 9 | 1 | 0.01% | 0.13% | 0.45% | Q2 2013 | Q3 2023 | 27 |
Bank OZK | 27 | 27 | 0.25% | 0.74% | 1.16% | Q1 2017 | Q3 2023 | 27 |
WHALEROCK POINT PARTNERS, LLC | 27 | 27 | 0.08% | 0.94% | 2.11% | Q1 2017 | Q3 2023 | 27 |
LEVEL FOUR ADVISORY SERVICES, LLC | 26 | 1 | 0.02% | 0.23% | 0.47% | Q4 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q4 2019 | 27 |
MASTRAPASQUA ASSET MANAGEMENT INC | 25 | 2 | 0.17% | 0.53% | 2.00% | Q1 2014 | Q4 2020 | 27 |
Oribel Capital Management, LP | 6 | 1 | 0.15% | 1.98% | 7.74% | Q4 2016 | Q2 2023 | 27 |
Rosenbaum Jay D. | 27 | 27 | 1.01% | 2.02% | 2.90% | Q1 2017 | Q3 2023 | 27 |
BANK OF THE WEST | 27 | 27 | 0.21% | 1.03% | 2.03% | Q2 2016 | Q4 2022 | 27 |
WELCH & FORBES LLC | 27 | 27 | 0.01% | 0.02% | 0.05% | Q1 2017 | Q3 2023 | 27 |
IFM Investors Pty Ltd | 19 | 8 | 0.27% | 0.48% | 0.78% | Q4 2016 | Q3 2023 | 27 |
Engineers Gate Manager LP | 13 | 1 | 0.01% | 0.20% | 0.60% | Q1 2015 | Q3 2023 | 27 |
Cable Hill Partners, LLC | 18 | 9 | 0.01% | 0.16% | 1.74% | Q4 2014 | Q3 2023 | 27 |
RMB Capital Management, LLC | 27 | 27 | 0.04% | 0.58% | 1.59% | Q1 2017 | Q3 2023 | 27 |
Penserra Capital Management LLC | 22 | 5 | 0.00% | 0.04% | 0.33% | Q4 2015 | Q3 2023 | 27 |
CLEARARC CAPITAL INC | 27 | 27 | 0.11% | 0.28% | 0.60% | Q2 2013 | Q4 2019 | 27 |
PointState Capital LP | 13 | 1 | 0.01% | 2.16% | 7.70% | Q2 2016 | Q1 2023 | 27 |
West Oak Capital, LLC | 23 | 2 | 0.00% | 0.07% | 0.24% | Q3 2015 | Q3 2023 | 27 |
SIMPLEX TRADING, LLC | 14 | 1 | 0.00% | 0.07% | 0.50% | Q2 2015 | Q3 2023 | 27 |
Pacific Center for Financial Services | 24 | 3 | 0.00% | 0.03% | 0.18% | Q4 2016 | Q3 2023 | 27 |
DUNCKER STREETT & CO INC | 15 | 5 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q2 2023 | 27 |
ORRSTOWN FINANCIAL SERVICES INC | 27 | 27 | 0.39% | 1.18% | 1.93% | Q3 2015 | Q1 2022 | 27 |
NIXON PEABODY TRUST CO | 27 | 27 | 1.38% | 2.33% | 3.70% | Q1 2017 | Q3 2023 | 27 |
Municipal Employees' Retirement System of Michigan | 20 | 7 | 0.07% | 0.13% | 0.34% | Q3 2013 | Q2 2020 | 27 |
TRUST CO OF TOLEDO NA /OH/ | 27 | 27 | 0.10% | 0.48% | 0.80% | Q2 2017 | Q4 2023 | 27 |
GAMCO INVESTORS, INC. ET AL | 14 | 13 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 27 |
Zweig-DiMenna Associates LLC | 12 | 1 | 0.19% | 1.37% | 3.80% | Q2 2013 | Q3 2023 | 27 |
First Personal Financial Services | 15 | 12 | 0.00% | 0.02% | 0.05% | Q2 2016 | Q3 2023 | 27 |
Hartford Financial Management Inc. | 27 | 27 | 0.01% | 0.02% | 0.05% | Q1 2017 | Q3 2023 | 27 |
MOORE CAPITAL MANAGEMENT, LP | 8 | 1 | 0.05% | 0.39% | 1.49% | Q2 2013 | Q3 2023 | 27 |
NWAM LLC | 15 | 12 | 0.01% | 0.08% | 0.33% | Q4 2016 | Q3 2023 | 27 |
Sunbelt Securities, Inc. | 23 | 3 | 0.01% | 0.38% | 0.86% | Q2 2016 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.15% | 0.27% | 0.46% | Q3 2016 | Q3 2023 | 26 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 19 | 7 | 0.09% | 0.36% | 0.70% | Q3 2015 | Q1 2022 | 26 |
Sitrin Capital Management LLC | 15 | 11 | 0.13% | 2.71% | 4.21% | Q4 2015 | Q3 2023 | 26 |
Dakota Wealth Management | 16 | 10 | 0.04% | 0.43% | 1.12% | Q1 2017 | Q3 2023 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.00% | 0.13% | 0.37% | Q2 2013 | Q3 2019 | 26 |
PICTON MAHONEY ASSET MANAGEMENT | 21 | 1 | 0.01% | 1.14% | 2.52% | Q1 2014 | Q4 2022 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.02% | 0.10% | 0.19% | Q2 2017 | Q3 2023 | 26 |
CHARTWELL INVESTMENT PARTNERS, LLC | 22 | 4 | 0.05% | 0.26% | 1.33% | Q1 2016 | Q3 2023 | 26 |
American National Registered Investment Advisor, Inc. | 26 | 26 | 0.28% | 0.54% | 0.89% | Q4 2015 | Q1 2022 | 26 |
Schonfeld Strategic Advisors LLC | 19 | 1 | 0.04% | 0.30% | 0.91% | Q2 2016 | Q3 2023 | 26 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 23 | 3 | 0.02% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 26 |
GSA CAPITAL PARTNERS LLP | 14 | 1 | 0.01% | 0.13% | 0.60% | Q1 2015 | Q3 2023 | 26 |
Segment Wealth Management, LLC | 21 | 21 | 0.00% | 0.12% | 0.28% | Q3 2018 | Q3 2023 | 26 |
WASHINGTON TRUST Co | 26 | 26 | 0.02% | 0.33% | 0.64% | Q2 2017 | Q3 2023 | 26 |
EXANE DERIVATIVES | 14 | 2 | 0.00% | 0.24% | 0.74% | Q1 2015 | Q2 2022 | 26 |
Sheaff Brock Investment Advisors, LLC | 25 | 1 | 0.02% | 0.10% | 0.29% | Q4 2015 | Q3 2023 | 26 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 26 |
CI INVESTMENTS INC. | 23 | 3 | 0.00% | 0.21% | 0.51% | Q1 2016 | Q3 2023 | 26 |
AFT, FORSYTH & COMPANY, INC. | 24 | 2 | 0.32% | 1.58% | 2.66% | Q2 2013 | Q3 2023 | 26 |
GABELLI FUNDS LLC | 14 | 12 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q3 2023 | 26 |
Allen Investment Management, LLC | 26 | 26 | 0.01% | 0.14% | 0.62% | Q2 2017 | Q3 2023 | 26 |
EMERALD ADVISERS, LLC | 7 | 1 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 26 |
Kingsview Wealth Management, LLC | 15 | 6 | 0.00% | 0.20% | 0.52% | Q2 2018 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.01% | 0.06% | 0.16% | Q2 2013 | Q3 2019 | 26 |
Alpha Cubed Investments, LLC | 26 | 26 | 0.03% | 0.16% | 0.81% | Q2 2017 | Q3 2023 | 26 |
Rafferty Asset Management, LLC | 16 | 1 | 0.01% | 0.19% | 0.46% | Q2 2015 | Q3 2023 | 26 |
Harel Insurance Investments & Financial Services Ltd. | 21 | 5 | 0.00% | 0.26% | 1.64% | Q4 2015 | Q3 2023 | 26 |
SIT INVESTMENT ASSOCIATES INC | 26 | 26 | 0.04% | 0.27% | 0.41% | Q2 2017 | Q3 2023 | 26 |
Private Wealth Partners, LLC | 26 | 26 | 0.13% | 0.45% | 0.94% | Q2 2017 | Q3 2023 | 26 |
Jacobi Capital Management LLC | 26 | 26 | 0.01% | 0.09% | 0.17% | Q2 2017 | Q3 2023 | 26 |
Israel Discount Bank of New York | 17 | 9 | 0.40% | 0.59% | 0.84% | Q1 2017 | Q3 2023 | 26 |
Avantax Planning Partners, Inc. | 26 | 26 | 0.02% | 0.05% | 0.12% | Q2 2017 | Q3 2023 | 26 |
AMERICAN NATIONAL INSURANCE CO | 26 | 26 | 0.25% | 0.46% | 0.76% | Q4 2015 | Q1 2022 | 26 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 24 | 1 | 0.12% | 0.54% | 1.09% | Q3 2014 | Q3 2023 | 26 |
Global Retirement Partners, LLC | 19 | 7 | 0.00% | 0.09% | 0.34% | Q1 2017 | Q3 2023 | 26 |
Heritage Trust Co | 26 | 26 | 0.07% | 0.15% | 0.28% | Q2 2017 | Q3 2023 | 26 |
Natixis Investment Managers International | 14 | 12 | 0.02% | 0.50% | 3.23% | Q2 2015 | Q3 2023 | 26 |
Cerity Partners LLC | 25 | 1 | 0.05% | 0.32% | 0.81% | Q1 2017 | Q3 2023 | 26 |
Independent Advisor Alliance | 24 | 1 | 0.00% | 0.25% | 0.66% | Q1 2017 | Q3 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q3 2019 | 26 |
Bartlett & Co. LLC | 16 | 2 | 0.00% | 0.59% | 1.37% | Q2 2016 | Q4 2023 | 26 |
Alyeska Investment Group, L.P. | 8 | 1 | 0.10% | 0.93% | 2.60% | Q1 2016 | Q3 2023 | 25 |
Chicago Partners Investment Group LLC | 18 | 1 | 0.00% | 0.08% | 0.22% | Q4 2016 | Q3 2023 | 25 |
ETF MANAGERS GROUP, LLC | 24 | 1 | 0.00% | 0.19% | 3.91% | Q1 2016 | Q1 2023 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.03% | 0.12% | 0.24% | Q1 2016 | Q1 2022 | 25 |
DUPONT CAPITAL MANAGEMENT CORP | 24 | 1 | 0.01% | 0.29% | 1.16% | Q2 2017 | Q3 2023 | 25 |
Blume Capital Management, Inc. | 25 | 25 | 0.03% | 0.05% | 0.08% | Q3 2017 | Q3 2023 | 25 |
Mn Services Vermogensbeheer B.V. | 15 | 2 | 0.22% | 0.72% | 1.45% | Q1 2016 | Q3 2023 | 25 |
BOSTON FAMILY OFFICE LLC | 25 | 25 | 0.04% | 0.81% | 1.52% | Q3 2017 | Q3 2023 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q2 2019 | 25 |
Koshinski Asset Management, Inc. | 16 | 9 | 0.12% | 0.39% | 1.07% | Q2 2017 | Q3 2023 | 25 |
abrdn plc | 25 | 25 | 0.02% | 0.20% | 0.38% | Q3 2017 | Q3 2023 | 25 |
BINGHAM OSBORN & SCARBOROUGH LLC | 23 | 2 | 0.02% | 0.19% | 0.33% | Q1 2015 | Q3 2021 | 25 |
CLOUGH CAPITAL PARTNERS L P | 24 | 1 | 0.27% | 1.19% | 2.77% | Q4 2014 | Q2 2021 | 25 |
COMPTON CAPITAL MANAGEMENT INC /RI | 25 | 25 | 0.21% | 0.37% | 0.52% | Q1 2017 | Q1 2023 | 25 |
Karp Capital Management Corp | 25 | 25 | 0.10% | 0.80% | 1.28% | Q3 2016 | Q3 2022 | 25 |
WADDELL & REED FINANCIAL INC | 19 | 6 | 0.01% | 0.33% | 0.71% | Q4 2014 | Q1 2021 | 25 |
ASPIRIANT, LLC | 23 | 1 | 0.02% | 0.11% | 0.22% | Q1 2017 | Q3 2023 | 25 |
Apriem Advisors | 16 | 1 | 0.01% | 0.05% | 0.11% | Q4 2013 | Q2 2023 | 25 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 9 | 1 | 0.00% | 0.06% | 0.45% | Q2 2013 | Q3 2018 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.01% | 0.17% | 0.56% | Q4 2016 | Q3 2023 | 25 |
HERITAGE INVESTORS MANAGEMENT CORP | 25 | 25 | 0.03% | 0.93% | 1.58% | Q3 2017 | Q3 2023 | 25 |
Walleye Capital LLC | 6 | 2 | 0.00% | 0.15% | 0.46% | Q1 2019 | Q3 2023 | 25 |
FIDUCIARY TRUST CO | 24 | 1 | 0.01% | 0.08% | 0.15% | Q2 2017 | Q3 2023 | 25 |
Nippon Life Global Investors Americas, Inc. | 25 | 25 | 0.11% | 0.42% | 0.71% | Q3 2017 | Q3 2023 | 25 |
Sonora Investment Management, LLC | 25 | 25 | 0.01% | 0.02% | 0.07% | Q3 2015 | Q3 2021 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
TIEDEMANN ADVISORS, LLC | 25 | 25 | 0.04% | 0.12% | 0.29% | Q3 2017 | Q3 2023 | 25 |
Harvest Fund Management Co., Ltd | 22 | 3 | 0.01% | 1.93% | 5.28% | Q2 2017 | Q3 2023 | 25 |
CHEMUNG CANAL TRUST CO | 25 | 25 | 0.07% | 0.77% | 1.70% | Q4 2017 | Q4 2023 | 25 |
State of Alaska, Department of Revenue | 25 | 25 | 0.03% | 0.31% | 0.48% | Q3 2017 | Q3 2023 | 25 |
Capital Advisors, Ltd. LLC | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
Formidable Asset Management, LLC | 11 | 1 | 0.01% | 0.08% | 0.18% | Q3 2013 | Q3 2023 | 25 |
CIBC Private Wealth Group, LLC | 25 | 25 | 0.03% | 0.55% | 1.14% | Q3 2017 | Q3 2023 | 25 |
Wealthcare Advisory Partners LLC | 25 | 25 | 0.01% | 0.04% | 0.10% | Q3 2017 | Q3 2023 | 25 |
APPLETON PARTNERS INC/MA | 25 | 25 | 0.03% | 0.04% | 0.06% | Q4 2017 | Q4 2023 | 25 |
Cornerstone Advisors, Inc. | 25 | 25 | 0.01% | 0.20% | 0.47% | Q2 2013 | Q2 2019 | 25 |
Caption Management, LLC | 7 | 2 | 0.00% | 0.21% | 1.87% | Q2 2018 | Q3 2023 | 25 |
Corient Capital Partners, LLC | 25 | 25 | 0.05% | 0.29% | 0.84% | Q3 2016 | Q3 2022 | 25 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 25 | 25 | 0.01% | 0.04% | 0.08% | Q3 2017 | Q3 2023 | 25 |
Banco Santander, S.A. | 23 | 2 | 0.01% | 0.32% | 0.69% | Q4 2016 | Q3 2023 | 25 |
Transamerica Financial Advisors, Inc. | 18 | 1 | 0.00% | 0.10% | 0.42% | Q3 2014 | Q3 2023 | 25 |
BRADLEY FOSTER & SARGENT INC/CT | 13 | 12 | 0.02% | 0.19% | 0.52% | Q2 2017 | Q3 2023 | 25 |
Barrett Asset Management, LLC | 18 | 7 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q1 2022 | 25 |
Carroll Financial Associates, Inc. | 24 | 24 | 0.01% | 0.03% | 0.12% | Q1 2016 | Q4 2021 | 24 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 24 | 24 | 0.04% | 0.07% | 0.10% | Q4 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.25% | 0.41% | 0.64% | Q4 2017 | Q3 2023 | 24 |
Krilogy Financial LLC | 12 | 1 | 0.00% | 0.09% | 0.22% | Q3 2015 | Q1 2023 | 24 |
Brown Capital Management | 24 | 24 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
BANK HAPOALIM BM | 22 | 2 | 0.08% | 1.34% | 3.82% | Q1 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.03% | 0.11% | 0.18% | Q4 2017 | Q3 2023 | 24 |
HoyleCohen, LLC | 24 | 24 | 0.02% | 0.26% | 0.50% | Q4 2017 | Q3 2023 | 24 |
Covington Capital Management | 24 | 24 | 0.02% | 0.19% | 0.44% | Q4 2016 | Q3 2022 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.20% | 0.61% | 1.04% | Q4 2017 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.03% | 0.08% | 0.47% | Q4 2017 | Q3 2023 | 24 |
Meristem Family Wealth, LLC | 17 | 3 | 0.07% | 0.15% | 0.28% | Q2 2013 | Q1 2022 | 24 |
Clear Harbor Asset Management, LLC | 24 | 24 | 0.03% | 0.14% | 0.21% | Q4 2017 | Q3 2023 | 24 |
FIRST MERCANTILE TRUST CO | 15 | 9 | 0.00% | 0.06% | 0.17% | Q2 2013 | Q4 2019 | 24 |
Migdal Insurance & Financial Holdings Ltd. | 24 | 24 | 0.02% | 0.10% | 0.86% | Q4 2017 | Q3 2023 | 24 |
Gryphon Financial Partners LLC | 24 | 24 | 0.01% | 0.19% | 0.38% | Q4 2017 | Q3 2023 | 24 |
Kiwi Wealth Investments Limited Partnership | 15 | 2 | 0.16% | 0.79% | 4.66% | Q2 2014 | Q3 2023 | 24 |
MayTech Global Investments, LLC | 24 | 24 | 4.37% | 5.26% | 7.12% | Q4 2017 | Q3 2023 | 24 |
FLAGSHIP HARBOR ADVISORS, LLC | 24 | 24 | 0.08% | 0.17% | 0.24% | Q4 2017 | Q3 2023 | 24 |
UBS OCONNOR LLC | 19 | 2 | 0.01% | 0.23% | 0.60% | Q2 2014 | Q3 2021 | 24 |
Pegasus Asset Management, Inc. | 24 | 24 | 1.18% | 1.73% | 2.42% | Q4 2017 | Q3 2023 | 24 |
Locust Wood Capital Advisers | 22 | 22 | 0.28% | 2.43% | 3.88% | Q2 2018 | Q3 2023 | 24 |
Patriot Financial Group Insurance Agency, LLC | 20 | 4 | 0.02% | 0.08% | 0.13% | Q2 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.09% | 0.33% | 0.55% | Q2 2013 | Q1 2019 | 24 |
YorkBridge Wealth Partners, LLC | 13 | 11 | 0.06% | 0.85% | 1.70% | Q4 2016 | Q4 2022 | 24 |
NVWM, LLC | 24 | 24 | 0.32% | 0.71% | 1.66% | Q4 2017 | Q3 2023 | 24 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 24 | 24 | 0.31% | 1.06% | 2.06% | Q4 2017 | Q3 2023 | 24 |
HYMAN CHARLES D | 24 | 24 | 0.04% | 0.13% | 0.30% | Q4 2017 | Q3 2023 | 24 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 18 | 6 | 0.10% | 0.43% | 0.75% | Q1 2017 | Q3 2023 | 24 |
STEVENS CAPITAL MANAGEMENT LP | 13 | 1 | 0.05% | 0.46% | 1.36% | Q4 2013 | Q3 2023 | 24 |
Varma Mutual Pension Insurance Co | 24 | 24 | 0.10% | 0.63% | 1.52% | Q4 2017 | Q3 2023 | 24 |
GROUP ONE TRADING, L.P. | 8 | 1 | 0.00% | 0.03% | 0.14% | Q4 2013 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
HOERTKORN RICHARD CHARLES | 24 | 24 | 0.02% | 0.05% | 0.08% | Q4 2016 | Q3 2022 | 24 |
Congress Park Capital LLC | 24 | 24 | 0.32% | 0.82% | 1.32% | Q4 2017 | Q3 2023 | 24 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 24 | 24 | 0.09% | 0.45% | 0.85% | Q4 2017 | Q3 2023 | 24 |
THOMPSON SIEGEL & WALMSLEY LLC | 17 | 7 | 0.00% | 0.00% | 0.05% | Q2 2016 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.09% | 0.29% | 0.49% | Q4 2017 | Q3 2023 | 24 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 24 | 24 | 0.18% | 0.55% | 1.18% | Q4 2017 | Q3 2023 | 24 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 15 | 1 | 0.00% | 0.51% | 1.48% | Q1 2017 | Q3 2023 | 24 |
Sustainable Insight Capital Management, LLC | 12 | 1 | 0.24% | 1.97% | 6.80% | Q4 2016 | Q3 2023 | 24 |
CITY HOLDING CO | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.02% | 0.28% | 0.53% | Q4 2017 | Q3 2023 | 24 |
Wealth Advisors of Tampa Bay, LLC | 24 | 24 | 1.10% | 1.74% | 2.62% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.07% | 0.12% | 0.16% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.03% | 0.07% | 0.12% | Q4 2017 | Q3 2023 | 24 |
Rossmore Private Capital | 24 | 24 | 0.10% | 0.18% | 0.32% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 24 |
CNB Bank | 24 | 24 | 0.11% | 0.27% | 0.49% | Q4 2017 | Q3 2023 | 24 |
180 WEALTH ADVISORS, LLC | 24 | 24 | 0.30% | 0.40% | 0.55% | Q4 2017 | Q3 2023 | 24 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 18 | 3 | 0.01% | 0.33% | 0.76% | Q4 2013 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.14% | 0.55% | 1.22% | Q2 2013 | Q1 2019 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.50% | 0.90% | 1.29% | Q4 2017 | Q3 2023 | 24 |
NBT BANK N A /NY | 24 | 24 | 0.04% | 0.35% | 0.57% | Q4 2017 | Q3 2023 | 24 |
ALLSTATE CORP | 20 | 4 | 0.04% | 0.15% | 0.33% | Q3 2016 | Q3 2023 | 24 |
Liberty Mutual Group Asset Management Inc. | 22 | 1 | 0.04% | 0.15% | 0.56% | Q2 2013 | Q1 2022 | 24 |
TOTH FINANCIAL ADVISORY CORP | 19 | 3 | 0.00% | 0.01% | 0.07% | Q1 2018 | Q3 2023 | 23 |
Strategic Advisors LLC | 23 | 23 | 0.08% | 0.72% | 1.29% | Q1 2018 | Q3 2023 | 23 |
Qube Research & Technologies Ltd | 17 | 3 | 0.01% | 0.24% | 0.86% | Q3 2018 | Q3 2023 | 23 |
First Bank & Trust | 23 | 23 | 0.01% | 0.46% | 0.87% | Q4 2016 | Q2 2022 | 23 |
Arete Wealth Advisors, LLC | 17 | 1 | 0.02% | 0.12% | 0.77% | Q1 2015 | Q3 2023 | 23 |
PEDDOCK CAPITAL ADVISORS, LLC | 11 | 1 | 0.00% | 0.08% | 0.16% | Q3 2016 | Q3 2023 | 23 |
MGO ONE SEVEN LLC | 21 | 2 | 0.08% | 0.25% | 0.51% | Q4 2017 | Q3 2023 | 23 |
HANCOCK WHITNEY CORP | 22 | 1 | 0.02% | 0.32% | 0.63% | Q4 2015 | Q3 2023 | 23 |
Cornell Pochily Investment Advisors, Inc. | 23 | 23 | 0.15% | 0.40% | 0.55% | Q1 2018 | Q3 2023 | 23 |
Sequoia Financial Advisors, LLC | 23 | 23 | 0.23% | 0.41% | 0.63% | Q1 2018 | Q3 2023 | 23 |
Capital World Investors | 16 | 7 | 0.03% | 0.33% | 0.78% | Q2 2013 | Q3 2023 | 23 |
Chicago Capital, LLC | 23 | 23 | 1.94% | 2.27% | 2.96% | Q1 2018 | Q3 2023 | 23 |
Motley Fool Asset Management LLC | 23 | 23 | 0.11% | 0.46% | 1.53% | Q1 2018 | Q3 2023 | 23 |
Jaffetilchin Investment Partners, LLC | 13 | 2 | 0.04% | 0.12% | 0.30% | Q2 2015 | Q3 2023 | 23 |
Hudock, Inc. | 22 | 1 | 0.01% | 0.03% | 0.05% | Q3 2016 | Q3 2022 | 23 |
COURIER CAPITAL LLC | 23 | 23 | 0.16% | 0.29% | 0.40% | Q1 2018 | Q3 2023 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 23 |
GREAT LAKES ADVISORS, LLC | 18 | 1 | 0.00% | 0.03% | 0.07% | Q4 2013 | Q3 2023 | 23 |
EVERGREEN CAPITAL MANAGEMENT LLC | 22 | 22 | 0.00% | 0.12% | 0.45% | Q2 2018 | Q3 2023 | 23 |
TIAA, FSB | 23 | 23 | 0.01% | 0.07% | 0.11% | Q4 2017 | Q2 2023 | 23 |
EMS Capital LP | 20 | 3 | 1.49% | 6.92% | 13.08% | Q1 2016 | Q4 2021 | 23 |
Matrix Capital Management Company, LP | 19 | 1 | 0.87% | 5.97% | 18.38% | Q2 2013 | Q3 2022 | 23 |
Itau Unibanco Holding S.A. | 11 | 2 | 0.00% | 0.04% | 0.22% | Q1 2017 | Q2 2023 | 23 |
Dana Investment Advisors, Inc. | 22 | 1 | 0.01% | 0.29% | 0.97% | Q2 2016 | Q3 2023 | 23 |
OneDigital Investment Advisors LLC | 14 | 3 | 0.00% | 0.04% | 0.11% | Q2 2017 | Q3 2023 | 23 |
COHEN & STEERS, INC. | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
CONGRESS ASSET MANAGEMENT CO /MA | 23 | 23 | 0.01% | 0.09% | 0.13% | Q1 2018 | Q3 2023 | 23 |
Parkside Advisors LLC | 23 | 23 | 0.11% | 0.16% | 0.25% | Q2 2018 | Q4 2023 | 23 |
Man Group plc | 23 | 23 | 0.03% | 0.17% | 0.60% | Q1 2018 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.02% | 0.24% | 0.40% | Q1 2018 | Q3 2023 | 23 |
CSS LLC/IL | 6 | 1 | 0.00% | 0.05% | 0.15% | Q1 2014 | Q4 2022 | 23 |
Miracle Mile Advisors, LLC | 23 | 23 | 0.05% | 0.29% | 0.96% | Q1 2018 | Q3 2023 | 23 |
Dynamic Advisor Solutions LLC | 21 | 21 | 0.00% | 0.21% | 0.39% | Q3 2018 | Q3 2023 | 23 |
PINNACLE FINANCIAL PARTNERS INC | 22 | 1 | 0.00% | 0.27% | 0.84% | Q2 2017 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.32% | 0.48% | 0.69% | Q1 2018 | Q3 2023 | 23 |
PLIMOTH TRUST CO LLC | 23 | 23 | 0.08% | 0.75% | 1.45% | Q1 2018 | Q3 2023 | 23 |
Summit Trail Advisors, LLC | 12 | 11 | 0.14% | 0.45% | 1.24% | Q4 2017 | Q3 2023 | 23 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 23 | 23 | 0.04% | 0.25% | 0.48% | Q1 2018 | Q3 2023 | 23 |
Birch Hill Investment Advisors LLC | 23 | 23 | 0.05% | 0.16% | 0.25% | Q1 2018 | Q3 2023 | 23 |
L & S Advisors Inc | 11 | 1 | 0.08% | 0.60% | 1.09% | Q4 2015 | Q3 2023 | 23 |
Harfst & Associates, Inc. | 18 | 2 | 0.05% | 0.15% | 0.28% | Q2 2015 | Q2 2022 | 23 |
MEEDER ASSET MANAGEMENT INC | 15 | 3 | 0.01% | 0.15% | 0.54% | Q3 2015 | Q3 2023 | 23 |
PARK AVENUE SECURITIES LLC | 23 | 23 | 0.02% | 0.06% | 0.12% | Q1 2018 | Q3 2023 | 23 |
Penobscot Investment Management Company, Inc. | 23 | 23 | 0.15% | 0.23% | 0.36% | Q1 2018 | Q3 2023 | 23 |
MYCIO WEALTH PARTNERS, LLC | 12 | 11 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q4 2019 | 23 |
NewEdge Advisors, LLC | 22 | 1 | 0.02% | 0.09% | 0.25% | Q4 2017 | Q3 2023 | 23 |
Heritage Wealth Advisors | 22 | 1 | 0.01% | 0.03% | 0.09% | Q4 2017 | Q3 2023 | 23 |
Kayak Investment Partners LLC | 23 | 23 | 2.33% | 5.35% | 8.22% | Q4 2016 | Q2 2022 | 23 |
Pendal Group Ltd | 23 | 23 | 0.02% | 0.04% | 0.06% | Q2 2017 | Q4 2022 | 23 |
Silvant Capital Management LLC | 23 | 23 | 0.55% | 0.94% | 1.52% | Q1 2018 | Q3 2023 | 23 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 1 | 0.02% | 0.26% | 1.06% | Q4 2012 | Q1 2021 | 23 |
SECOR Capital Advisors, LP | 6 | 5 | 0.00% | 0.32% | 0.99% | Q4 2015 | Q1 2019 | 23 |
MONTAG A & ASSOCIATES INC | 23 | 23 | 0.02% | 0.12% | 0.67% | Q1 2018 | Q3 2023 | 23 |
WealthTrust-Arizona, LLC | 23 | 23 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2018 | 23 |
Meridian Wealth Management, LLC | 23 | 23 | 0.13% | 0.37% | 1.46% | Q1 2018 | Q3 2023 | 23 |
TenCore Partners, LP | 16 | 16 | 3.77% | 10.68% | 18.18% | Q4 2019 | Q3 2023 | 23 |
HCR Wealth Advisors | 22 | 22 | 0.04% | 0.11% | 0.25% | Q4 2016 | Q1 2022 | 22 |
Horizon Kinetics | 22 | 22 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2018 | 22 |
Argent Trust Co | 22 | 22 | 0.03% | 0.16% | 0.31% | Q2 2018 | Q3 2023 | 22 |
Frontier Wealth Management LLC | 22 | 22 | 0.05% | 0.23% | 0.36% | Q1 2017 | Q2 2022 | 22 |
Abbrea Capital, LLC | 22 | 22 | 0.07% | 0.59% | 1.64% | Q2 2018 | Q3 2023 | 22 |
MISSION WEALTH MANAGEMENT, LP | 22 | 22 | 0.05% | 0.08% | 0.11% | Q2 2018 | Q3 2023 | 22 |
RiverGlades Family Offices LLC | 14 | 4 | 0.27% | 0.49% | 0.79% | Q4 2017 | Q3 2023 | 22 |
Joel Isaacson & Co., LLC | 14 | 3 | 0.01% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 22 |
ALPS ADVISORS INC | 22 | 22 | 0.00% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 22 |
St. Johns Investment Management Company, LLC | 21 | 1 | 0.01% | 0.75% | 1.32% | Q2 2014 | Q3 2023 | 22 |
SHIKIAR ASSET MANAGEMENT INC | 19 | 3 | 0.22% | 2.05% | 3.84% | Q1 2018 | Q3 2023 | 22 |
INGALLS & SNYDER LLC | 22 | 22 | 0.01% | 0.08% | 0.22% | Q2 2018 | Q3 2023 | 22 |
Saturna Capital CORP | 17 | 5 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 22 |
Founders Capital Management | 13 | 9 | 0.01% | 0.03% | 0.06% | Q1 2017 | Q4 2022 | 22 |
CITIZENS FINANCIAL GROUP INC/RI | 19 | 1 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 22 |
Aristotle Atlantic Partners, LLC | 16 | 3 | 0.01% | 1.09% | 2.96% | Q4 2017 | Q3 2023 | 22 |
COZAD ASSET MANAGEMENT INC | 22 | 22 | 0.26% | 1.17% | 1.92% | Q2 2018 | Q3 2023 | 22 |
Field & Main Bank | 14 | 4 | 0.59% | 1.03% | 1.44% | Q4 2017 | Q3 2023 | 22 |
Mutual Advisors, LLC | 16 | 6 | 0.04% | 0.07% | 0.13% | Q1 2018 | Q3 2023 | 22 |
Vident Investment Advisory, LLC | 14 | 2 | 0.00% | 0.07% | 0.12% | Q2 2015 | Q2 2023 | 22 |
First Command Financial Services, Inc. | 22 | 22 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q2 2023 | 22 |
Trust Co | 22 | 22 | 0.00% | 0.44% | 2.70% | Q2 2018 | Q3 2023 | 22 |
First Command Bank | 22 | 22 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q2 2023 | 22 |
BADGLEY PHELPS & BELL INC | 22 | 22 | 0.40% | 0.88% | 1.31% | Q1 2016 | Q2 2021 | 22 |
FIRST HAWAIIAN BANK | 21 | 1 | 0.00% | 0.16% | 0.30% | Q2 2013 | Q3 2023 | 22 |
WASHINGTON TRUST BANK | 13 | 1 | 0.01% | 0.02% | 0.07% | Q1 2014 | Q1 2022 | 22 |
IMA Wealth, Inc. | 22 | 22 | 0.00% | 0.46% | 0.87% | Q2 2018 | Q3 2023 | 22 |
RWA WEALTH PARTNERS, LLC | 21 | 1 | 0.01% | 0.04% | 0.06% | Q1 2018 | Q3 2023 | 22 |
Empirical Finance, LLC | 19 | 1 | 0.01% | 0.29% | 0.50% | Q4 2016 | Q3 2023 | 22 |
SPC Financial, Inc. | 15 | 3 | 0.03% | 0.12% | 0.24% | Q4 2015 | Q3 2023 | 22 |
AllSquare Wealth Management LLC | 22 | 22 | 0.00% | 0.10% | 0.18% | Q2 2018 | Q3 2023 | 22 |
COLDSTREAM CAPITAL MANAGEMENT INC | 18 | 4 | 0.02% | 0.06% | 0.08% | Q1 2018 | Q3 2023 | 22 |
Gotham Asset Management, LLC | 15 | 7 | 0.01% | 0.21% | 0.44% | Q1 2018 | Q3 2023 | 22 |
Simmons Bank | 22 | 22 | 0.02% | 0.26% | 0.51% | Q2 2018 | Q3 2023 | 22 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 19 | 1 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 22 |
DAVENPORT & Co LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
WESPAC Advisors SoCal, LLC | 20 | 2 | 0.01% | 0.26% | 0.50% | Q4 2015 | Q3 2023 | 22 |
Focused Wealth Management, Inc | 20 | 2 | 0.00% | 0.03% | 0.04% | Q2 2015 | Q3 2023 | 22 |
AVIANCE CAPITAL MANAGEMENT, LLC | 9 | 4 | 0.01% | 0.08% | 1.13% | Q2 2013 | Q1 2019 | 22 |
Hudson Bay Capital Management LP | 10 | 1 | 0.09% | 0.28% | 0.70% | Q4 2016 | Q3 2023 | 22 |
Lowe Wealth Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2023 | 22 |
Pathway Financial Advisors LLC | 14 | 8 | 0.06% | 0.10% | 0.15% | Q4 2017 | Q3 2023 | 22 |
Invst, LLC | 22 | 22 | 0.24% | 0.37% | 0.50% | Q2 2018 | Q3 2023 | 22 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 18 | 4 | 0.16% | 0.52% | 0.75% | Q1 2013 | Q4 2018 | 22 |
ETRADE Capital Management LLC | 20 | 2 | 0.00% | 0.07% | 0.13% | Q2 2013 | Q3 2020 | 22 |
Integrated Wealth Concepts LLC | 22 | 22 | 0.04% | 0.08% | 0.15% | Q2 2018 | Q3 2023 | 22 |
Handelsbanken Fonder AB | 19 | 3 | 0.01% | 0.35% | 0.58% | Q4 2015 | Q3 2023 | 22 |
Partnervest Advisory Services LLC | 15 | 5 | 0.00% | 0.14% | 0.39% | Q2 2013 | Q3 2020 | 22 |
FRANKLIN STREET ADVISORS INC /NC | 22 | 22 | 0.03% | 1.20% | 2.36% | Q2 2018 | Q3 2023 | 22 |
LAKE STREET ADVISORS GROUP, LLC | 19 | 3 | 0.04% | 0.09% | 0.30% | Q4 2017 | Q3 2023 | 22 |
EXENCIAL WEALTH ADVISORS, LLC | 22 | 22 | 0.03% | 0.17% | 0.59% | Q2 2018 | Q3 2023 | 22 |
FRG Family Wealth Advisors LLC | 22 | 22 | 0.16% | 0.82% | 1.36% | Q2 2018 | Q3 2023 | 22 |
Quantitative Investment Management, LLC | 3 | 1 | 0.02% | 0.52% | 1.68% | Q3 2013 | Q3 2022 | 22 |
New Jersey Better Educational Savings Trust | 20 | 2 | 0.35% | 0.78% | 1.25% | Q3 2016 | Q3 2023 | 22 |
Banco de Sabadell, S.A | 22 | 22 | 0.03% | 0.18% | 1.59% | Q2 2018 | Q3 2023 | 22 |
Avitas Wealth Management LLC | 22 | 22 | 0.09% | 0.28% | 0.57% | Q2 2018 | Q3 2023 | 22 |
Exchange Capital Management, Inc. | 22 | 22 | 0.01% | 1.38% | 1.89% | Q2 2018 | Q3 2023 | 22 |
CAAS CAPITAL MANAGEMENT LP | 6 | 6 | 0.01% | 0.31% | 1.47% | Q3 2020 | Q3 2023 | 22 |
AGF INVESTMENTS INC. | 14 | 8 | 0.00% | 0.45% | 1.00% | Q2 2013 | Q4 2021 | 22 |
Highlander Capital Management, LLC | 22 | 22 | 0.04% | 0.40% | 0.59% | Q2 2018 | Q3 2023 | 22 |
Institute for Wealth Management, LLC. | 20 | 1 | 0.00% | 0.32% | 0.49% | Q2 2013 | Q3 2023 | 22 |
Thomasville National Bank | 22 | 22 | 0.89% | 1.67% | 2.35% | Q2 2018 | Q3 2023 | 22 |
JFS WEALTH ADVISORS, LLC | 17 | 5 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 22 |
Castle Rock Wealth Management, LLC | 14 | 3 | 0.00% | 0.47% | 1.17% | Q4 2017 | Q3 2023 | 22 |
RITHOLTZ WEALTH MANAGEMENT | 16 | 16 | 0.00% | 0.06% | 0.12% | Q4 2019 | Q3 2023 | 22 |
Northeast Financial Consultants Inc | 19 | 1 | 0.06% | 0.13% | 0.24% | Q4 2017 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.04% | 0.10% | Q3 2018 | Q3 2023 | 21 |
FLOSSBACH VON STORCH AG | 21 | 21 | 0.07% | 1.04% | 2.21% | Q3 2018 | Q3 2023 | 21 |
Polaris Wealth Advisory Group, LLC | 19 | 1 | 0.01% | 0.10% | 0.62% | Q1 2018 | Q3 2023 | 21 |
MARTINGALE ASSET MANAGEMENT L P | 11 | 1 | 0.01% | 0.08% | 0.50% | Q4 2015 | Q3 2023 | 21 |
HM PAYSON & CO | 18 | 3 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 21 |
Renaissance Technologies | 9 | 1 | 0.01% | 0.09% | 0.32% | Q2 2013 | Q3 2023 | 21 |
ATWOOD & PALMER INC | 12 | 9 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 21 |
OAK RIDGE INVESTMENTS LLC | 21 | 21 | 0.04% | 0.63% | 1.14% | Q4 2016 | Q4 2021 | 21 |
CENTAURUS FINANCIAL, INC. | 20 | 1 | 0.04% | 0.16% | 0.27% | Q2 2018 | Q3 2023 | 21 |
FIRST FOUNDATION ADVISORS | 21 | 21 | 0.01% | 0.50% | 1.56% | Q3 2018 | Q3 2023 | 21 |
FRIESS ASSOCIATES LLC | 9 | 3 | 1.14% | 1.77% | 2.28% | Q4 2013 | Q3 2020 | 21 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 21 | 21 | 0.00% | 0.06% | 0.16% | Q3 2018 | Q3 2023 | 21 |
MEANS INVESTMENT CO., INC. | 20 | 20 | 0.00% | 1.35% | 1.93% | Q4 2018 | Q3 2023 | 21 |
Hilltop Holdings Inc. | 21 | 21 | 0.06% | 0.09% | 0.13% | Q3 2018 | Q3 2023 | 21 |
Sky Investment Group LLC | 21 | 21 | 0.08% | 0.21% | 0.32% | Q3 2018 | Q3 2023 | 21 |
North Star Investment Management Corp. | 21 | 21 | 0.00% | 0.06% | 0.20% | Q3 2018 | Q3 2023 | 21 |
Dorsey & Whitney Trust CO LLC | 21 | 21 | 0.04% | 0.16% | 0.39% | Q3 2018 | Q3 2023 | 21 |
Impax Asset Management Group plc | 21 | 21 | 0.16% | 0.22% | 0.28% | Q3 2018 | Q3 2023 | 21 |
Beacon Pointe Advisors, LLC | 20 | 20 | 0.00% | 0.15% | 0.44% | Q4 2018 | Q3 2023 | 21 |
West Branch Capital LLC | 19 | 2 | 0.00% | 0.79% | 1.72% | Q2 2018 | Q3 2023 | 21 |
BBVA USA Bancshares, Inc. | 14 | 1 | 0.01% | 0.13% | 0.65% | Q1 2015 | Q1 2021 | 21 |
Elmwood Wealth Management, Inc. | 11 | 2 | 0.55% | 0.98% | 1.28% | Q1 2018 | Q3 2023 | 21 |
Prime Capital Investment Advisors, LLC | 18 | 1 | 0.02% | 0.42% | 1.80% | Q4 2017 | Q3 2023 | 21 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 21 |
Crewe Advisors LLC | 21 | 21 | 0.01% | 0.06% | 0.67% | Q2 2018 | Q2 2023 | 21 |
Nikulski Financial, Inc. | 21 | 21 | 0.19% | 0.43% | 0.78% | Q3 2018 | Q3 2023 | 21 |
Tower View Wealth Management LLC | 21 | 21 | 0.01% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 21 |
Pinnacle Wealth Planning Services, Inc. | 18 | 3 | 0.04% | 0.21% | 0.36% | Q2 2018 | Q3 2023 | 21 |
Belpointe Asset Management LLC | 21 | 21 | 0.12% | 0.31% | 0.59% | Q3 2018 | Q3 2023 | 21 |
BDO Wealth Advisors, LLC | 21 | 21 | 0.01% | 0.18% | 0.50% | Q2 2018 | Q2 2023 | 21 |
Clearstead Trust, LLC | 11 | 10 | 0.01% | 0.12% | 0.66% | Q2 2018 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.10% | 0.18% | 0.33% | Q1 2017 | Q3 2023 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.01% | 0.17% | 0.46% | Q2 2013 | Q2 2018 | 21 |
AE Wealth Management LLC | 21 | 21 | 0.02% | 0.09% | 0.16% | Q3 2018 | Q3 2023 | 21 |
Endurance Wealth Management, Inc. | 20 | 1 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q2 2023 | 21 |
Westover Capital Advisors, LLC | 21 | 21 | 0.13% | 0.30% | 0.64% | Q1 2017 | Q1 2022 | 21 |
ArrowMark Colorado Holdings LLC | 18 | 3 | 0.00% | 0.03% | 0.41% | Q2 2013 | Q3 2023 | 21 |
Rock Creek Group, LP | 21 | 21 | 0.01% | 0.23% | 1.17% | Q3 2018 | Q3 2023 | 21 |
Simplicity Solutions, LLC | 20 | 1 | 0.03% | 0.13% | 0.28% | Q4 2015 | Q3 2023 | 21 |
SIMON QUICK ADVISORS, LLC | 16 | 1 | 0.00% | 0.05% | 0.11% | Q4 2016 | Q3 2023 | 21 |
Homrich & Berg | 14 | 2 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q3 2021 | 21 |
BigSur Wealth Management LLC | 21 | 21 | 0.32% | 0.57% | 0.88% | Q3 2018 | Q3 2023 | 21 |
NS Partners Ltd | 21 | 21 | 0.78% | 1.09% | 1.63% | Q3 2018 | Q3 2023 | 21 |
NuWave Investment Management, LLC | 12 | 1 | 0.00% | 0.23% | 1.15% | Q2 2013 | Q3 2022 | 21 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 18 | 3 | 0.01% | 0.25% | 0.50% | Q2 2013 | Q2 2021 | 21 |
Assenagon Asset Management S.A. | 16 | 1 | 0.01% | 0.90% | 3.91% | Q4 2016 | Q3 2023 | 21 |
WINTON GROUP Ltd | 11 | 1 | 0.00% | 0.25% | 0.62% | Q4 2015 | Q3 2023 | 21 |
CAHILL FINANCIAL ADVISORS INC | 21 | 21 | 0.12% | 0.17% | 0.29% | Q2 2017 | Q2 2022 | 21 |
Newman Dignan & Sheerar, Inc. | 18 | 3 | 0.02% | 0.23% | 0.50% | Q2 2018 | Q3 2023 | 21 |
Lenox Wealth Advisors, LLC | 18 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2022 | 21 |
FIRST QUADRANT LLC/CA | 20 | 1 | 0.00% | 0.09% | 0.22% | Q2 2016 | Q3 2021 | 21 |
Connor, Clark & Lunn Investment Management Ltd. | 11 | 1 | 0.00% | 0.12% | 0.42% | Q2 2015 | Q3 2023 | 21 |
Camelot Portfolios, LLC | 12 | 6 | 0.00% | 0.27% | 0.53% | Q1 2018 | Q1 2023 | 21 |
SYCOMORE ASSET MANAGEMENT | 20 | 20 | 1.17% | 4.47% | 7.64% | Q4 2018 | Q3 2023 | 20 |
Truvestments Capital LLC | 19 | 1 | 0.02% | 0.22% | 0.42% | Q3 2018 | Q3 2023 | 20 |
Baker Avenue Asset Management, LP | 11 | 1 | 0.01% | 0.10% | 0.57% | Q4 2013 | Q3 2023 | 20 |
Convergence Investment Partners, LLC | 15 | 1 | 0.02% | 0.16% | 0.37% | Q3 2016 | Q3 2023 | 20 |
Bellecapital International Ltd. | 12 | 8 | 0.06% | 0.73% | 1.95% | Q3 2018 | Q3 2023 | 20 |
Essex Savings Bank | 20 | 20 | 0.01% | 0.25% | 0.43% | Q4 2018 | Q3 2023 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.27% | 0.45% | 0.59% | Q4 2017 | Q3 2022 | 20 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 20 | 20 | 0.02% | 1.86% | 4.63% | Q4 2018 | Q3 2023 | 20 |
IPG Investment Advisors LLC | 19 | 1 | 0.08% | 0.40% | 0.77% | Q3 2018 | Q3 2023 | 20 |
SCHOLTZ & COMPANY, LLC | 20 | 20 | 1.22% | 2.73% | 3.62% | Q1 2018 | Q4 2022 | 20 |
Dougherty Wealth Advisers LLC | 20 | 20 | 0.38% | 0.73% | 1.52% | Q4 2018 | Q3 2023 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.14% | 0.24% | 0.35% | Q2 2013 | Q1 2018 | 20 |
One Capital Management, LLC | 19 | 1 | 0.03% | 0.13% | 0.52% | Q3 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.43% | 0.67% | 1.04% | Q4 2018 | Q3 2023 | 20 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 20 | 20 | 0.14% | 0.50% | 0.83% | Q4 2018 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.02% | 0.06% | 0.12% | Q4 2018 | Q3 2023 | 20 |
Compton Wealth Advisory Group, LLC | 20 | 20 | 0.18% | 0.68% | 1.39% | Q4 2018 | Q3 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.02% | 0.78% | 1.24% | Q4 2018 | Q3 2023 | 20 |
Artisan Partners Limited Partnership | 15 | 4 | 0.01% | 0.33% | 0.64% | Q2 2013 | Q1 2019 | 20 |
Freedom Day Solutions, LLC | 20 | 20 | 0.65% | 1.59% | 2.82% | Q4 2017 | Q3 2022 | 20 |
Summit Global Investments | 10 | 2 | 0.02% | 0.32% | 1.16% | Q4 2016 | Q3 2023 | 20 |
Ardevora Asset Management LLP | 15 | 5 | 0.48% | 0.87% | 1.25% | Q4 2014 | Q3 2022 | 20 |
YHB Investment Advisors, Inc. | 19 | 1 | 0.03% | 0.10% | 0.31% | Q3 2018 | Q3 2023 | 20 |
Freestone Capital Holdings, LLC | 19 | 1 | 0.03% | 0.45% | 0.86% | Q3 2013 | Q3 2023 | 20 |
Achmea Investment Management B.V. | 13 | 7 | 0.03% | 0.28% | 0.53% | Q3 2018 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.02% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 20 |
STONERIDGE INVESTMENT PARTNERS LLC | 9 | 2 | 0.15% | 1.53% | 2.37% | Q3 2015 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.06% | 0.28% | 0.74% | Q4 2018 | Q3 2023 | 20 |
Riverview Trust Co | 20 | 20 | 0.50% | 0.77% | 1.15% | Q4 2018 | Q3 2023 | 20 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 20 | 20 | 0.04% | 0.08% | 0.16% | Q4 2018 | Q3 2023 | 20 |
Roundview Capital LLC | 19 | 1 | 0.08% | 0.38% | 0.58% | Q2 2018 | Q3 2023 | 20 |
IMPAX ASSET MANAGEMENT LLC | 13 | 7 | 0.02% | 0.19% | 0.80% | Q2 2013 | Q2 2018 | 20 |
Magnus Financial Group LLC | 20 | 20 | 0.04% | 0.07% | 0.11% | Q4 2018 | Q3 2023 | 20 |
EAGLE ASSET MANAGEMENT INC | 11 | 9 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 20 |
Allred Capital Management, LLC | 20 | 20 | 0.19% | 0.39% | 0.61% | Q4 2018 | Q3 2023 | 20 |
Sargent Investment Group, LLC | 20 | 20 | 0.19% | 0.29% | 0.42% | Q4 2018 | Q3 2023 | 20 |
Nikko Asset Management Americas, Inc. | 20 | 20 | 0.02% | 1.06% | 2.66% | Q1 2016 | Q4 2020 | 20 |
Baader Bank Aktiengesellschaft | 8 | 8 | 0.04% | 0.77% | 1.59% | Q4 2021 | Q3 2023 | 20 |
Executive Wealth Management, LLC | 20 | 20 | 0.11% | 0.34% | 0.71% | Q4 2018 | Q3 2023 | 20 |
MONETARY MANAGEMENT GROUP INC | 20 | 20 | 0.13% | 0.69% | 1.56% | Q4 2018 | Q3 2023 | 20 |
Gladstone Institutional Advisory LLC | 20 | 20 | 0.14% | 0.24% | 0.49% | Q4 2018 | Q3 2023 | 20 |
1834 INVESTMENT ADVISORS CO | 20 | 20 | 0.01% | 0.14% | 0.47% | Q4 2018 | Q3 2023 | 20 |
BRIDGES INVESTMENT MANAGEMENT INC | 19 | 1 | 0.01% | 0.36% | 0.71% | Q3 2018 | Q3 2023 | 20 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 12 | 8 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.06% | 0.17% | 0.28% | Q4 2018 | Q3 2023 | 20 |
Sachem Head Capital | 9 | 3 | 0.20% | 7.20% | 14.58% | Q4 2016 | Q3 2023 | 20 |
VeraBank, N.A. | 20 | 20 | 0.60% | 1.11% | 1.79% | Q4 2018 | Q3 2023 | 20 |
Slow Capital, Inc. | 20 | 20 | 0.33% | 0.54% | 0.91% | Q4 2017 | Q3 2022 | 20 |
ROMAN BUTLER FULLERTON & CO | 20 | 20 | 0.12% | 0.61% | 0.98% | Q4 2018 | Q3 2023 | 20 |
EP Wealth Advisors, LLC | 16 | 4 | 0.00% | 0.04% | 0.08% | Q3 2018 | Q3 2023 | 20 |
OSSIAM | 20 | 20 | 0.00% | 1.70% | 3.18% | Q4 2018 | Q3 2023 | 20 |
Kinneret Advisory, LLC | 20 | 20 | 0.71% | 1.10% | 1.56% | Q4 2018 | Q3 2023 | 20 |
ExodusPoint Capital Management, LP | 6 | 5 | 0.02% | 0.14% | 0.39% | Q1 2019 | Q3 2023 | 20 |
HIGHLAND CAPITAL MANAGEMENT LP | 6 | 3 | 0.08% | 1.63% | 6.44% | Q1 2014 | Q2 2019 | 20 |
MIROVA | 20 | 20 | 0.02% | 0.43% | 0.76% | Q4 2018 | Q3 2023 | 20 |
Global Wealth Management Investment Advisory, Inc. | 20 | 20 | 0.21% | 0.39% | 0.59% | Q4 2018 | Q3 2023 | 20 |
Vantage Financial Partners Ltd., Inc. | 20 | 20 | 0.19% | 0.53% | 0.84% | Q4 2018 | Q3 2023 | 20 |
Knuff & Co LLC | 20 | 20 | 0.10% | 0.83% | 2.09% | Q4 2018 | Q3 2023 | 20 |
Meridian Wealth Advisors, LLC | 20 | 20 | 0.42% | 0.69% | 0.94% | Q4 2018 | Q3 2023 | 20 |
Bison Wealth, LLC | 10 | 2 | 0.06% | 0.27% | 0.84% | Q2 2018 | Q3 2023 | 20 |
DONALDSON CAPITAL MANAGEMENT, LLC | 11 | 9 | 0.01% | 0.04% | 0.15% | Q3 2018 | Q3 2023 | 20 |
FIRST UNITED BANK & TRUST | 20 | 20 | 0.18% | 0.43% | 0.69% | Q4 2018 | Q3 2023 | 20 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.20% | 0.28% | 0.47% | Q4 2018 | Q3 2023 | 20 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 19 | 1 | 0.02% | 2.34% | 3.58% | Q2 2013 | Q3 2023 | 20 |
PIEDMONT INVESTMENT ADVISORS INC | 20 | 20 | 0.19% | 0.36% | 0.64% | Q2 2015 | Q1 2020 | 20 |
American Portfolios Advisors | 20 | 20 | 0.04% | 0.11% | 0.21% | Q4 2017 | Q3 2022 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.23% | 0.49% | Q3 2017 | Q2 2022 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.02% | 0.12% | 0.44% | Q4 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 20 | 20 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q2 2022 | 20 |
KMG FIDUCIARY PARTNERS, LLC | 20 | 20 | 0.30% | 0.57% | 0.98% | Q4 2018 | Q3 2023 | 20 |
Legacy Bridge, LLC | 20 | 20 | 0.46% | 0.71% | 1.00% | Q4 2018 | Q3 2023 | 20 |
ARS Wealth Advisors, LLC | 20 | 20 | 0.09% | 0.16% | 0.36% | Q3 2016 | Q2 2021 | 20 |
Ocean Capital Management, LLC | 20 | 20 | 1.00% | 1.93% | 2.48% | Q4 2018 | Q3 2023 | 20 |
Ellevest, Inc. | 20 | 20 | 0.00% | 0.05% | 0.11% | Q4 2018 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.00% | 0.05% | 0.21% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.05% | 0.09% | 0.15% | Q4 2018 | Q3 2023 | 20 |
Richard Bernstein Advisors LLC | 12 | 8 | 0.10% | 0.19% | 0.25% | Q2 2013 | Q4 2018 | 20 |
Bogart Wealth, LLC | 20 | 20 | 0.08% | 0.30% | 0.52% | Q4 2018 | Q3 2023 | 20 |
SEVEN EIGHT CAPITAL, LP | 6 | 1 | 0.02% | 0.31% | 1.62% | Q4 2013 | Q2 2023 | 20 |
V Wealth Advisors LLC | 19 | 1 | 0.01% | 0.45% | 1.62% | Q2 2017 | Q3 2023 | 20 |
Mizuho Securities Co. Ltd. | 20 | 20 | 0.02% | 0.94% | 3.67% | Q4 2018 | Q3 2023 | 20 |
Clarius Group, LLC | 20 | 20 | 0.09% | 0.24% | 0.34% | Q4 2018 | Q3 2023 | 20 |
CX Institutional | 20 | 20 | 0.00% | 0.05% | 0.22% | Q4 2018 | Q3 2023 | 20 |
Farmers & Merchants Trust Co of Long Beach | 20 | 20 | 0.12% | 0.24% | 0.44% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors, Inc. | 18 | 1 | 0.07% | 0.13% | 0.23% | Q3 2017 | Q4 2022 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.03% | 0.07% | 0.14% | Q4 2015 | Q3 2020 | 20 |
Cornerstone Wealth Management, LLC | 15 | 2 | 0.01% | 0.06% | 0.09% | Q2 2018 | Q3 2023 | 20 |
LA FINANCIERE DE L'ECHIQUIER | 12 | 1 | 0.42% | 4.38% | 8.37% | Q1 2016 | Q3 2023 | 20 |
Xcel Wealth Management, LLC | 20 | 20 | 1.61% | 2.50% | 3.07% | Q4 2018 | Q3 2023 | 20 |
Quantbot Technologies LP | 4 | 1 | 0.04% | 0.37% | 1.20% | Q2 2013 | Q4 2022 | 20 |
CEDAR CAPITAL, LLC | 20 | 20 | 0.06% | 0.82% | 2.33% | Q4 2015 | Q3 2020 | 20 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 20 | 20 | 0.45% | 1.07% | 1.75% | Q4 2018 | Q3 2023 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.13% | 0.29% | 0.83% | Q4 2018 | Q3 2023 | 20 |
Coastline Trust Co | 18 | 2 | 0.03% | 0.12% | 0.22% | Q4 2017 | Q3 2023 | 20 |
Bridge Creek Capital Management LLC | 20 | 20 | 0.13% | 1.15% | 1.99% | Q4 2018 | Q3 2023 | 20 |
Townsend & Associates, Inc | 19 | 1 | 0.05% | 1.15% | 1.65% | Q4 2017 | Q2 2023 | 20 |
Legacy Capital Partners, Inc. | 20 | 20 | 0.12% | 0.53% | 0.87% | Q2 2017 | Q1 2022 | 20 |
Abbot Financial Management, Inc. | 20 | 20 | 0.20% | 0.47% | 0.80% | Q4 2018 | Q3 2023 | 20 |
LIGHT STREET CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.06% | 2.85% | 5.90% | Q1 2016 | Q3 2023 | 20 |
FRONT BARNETT ASSOCIATES LLC | 20 | 20 | 1.44% | 1.97% | 2.68% | Q4 2018 | Q3 2023 | 20 |
Arlington Partners LLC | 19 | 1 | 0.00% | 0.12% | 1.06% | Q1 2018 | Q3 2023 | 20 |
Plancorp, LLC | 10 | 2 | 0.02% | 0.10% | 0.33% | Q1 2018 | Q3 2023 | 20 |
Providence Capital Advisors, LLC | 11 | 9 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q4 2022 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.06% | 0.08% | 0.13% | Q1 2013 | Q4 2017 | 20 |
Soros Fund Management | 9 | 1 | 0.01% | 0.60% | 1.84% | Q3 2013 | Q1 2023 | 20 |
King Wealth Management Group | 20 | 20 | 0.06% | 1.29% | 2.57% | Q3 2018 | Q2 2023 | 20 |
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 20 | 20 | 0.80% | 2.75% | 4.24% | Q4 2018 | Q3 2023 | 20 |
Somerset Group LLC | 10 | 1 | 0.17% | 0.30% | 1.06% | Q2 2013 | Q3 2023 | 20 |
DILLON & ASSOCIATES INC | 20 | 20 | 0.16% | 0.66% | 0.94% | Q4 2018 | Q3 2023 | 20 |
Principle Wealth Partners LLC | 20 | 20 | 0.10% | 0.17% | 0.30% | Q4 2018 | Q3 2023 | 20 |
RPg Family Wealth Advisory, LLC | 16 | 4 | 0.04% | 0.05% | 0.07% | Q1 2017 | Q1 2022 | 20 |
MOSELEY INVESTMENT MANAGEMENT INC | 19 | 19 | 0.00% | 0.65% | 0.95% | Q1 2019 | Q3 2023 | 20 |
Avalon Global Asset Management LLC | 8 | 1 | 1.52% | 2.37% | 5.17% | Q4 2013 | Q3 2021 | 19 |
Boston Trust Walden Corp | 16 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 19 |
SteelPeak Wealth, LLC | 16 | 16 | 0.00% | 0.65% | 1.67% | Q4 2019 | Q3 2023 | 19 |
WMS Partners, LLC | 17 | 2 | 0.02% | 0.05% | 0.08% | Q2 2018 | Q3 2023 | 19 |
Weitz Investment Management | 17 | 2 | 0.02% | 1.07% | 1.61% | Q4 2016 | Q3 2023 | 19 |
Capital Investment Advisory Services, LLC | 15 | 4 | 0.01% | 0.08% | 0.18% | Q4 2018 | Q3 2023 | 19 |
Bayesian Capital Management, LP | 4 | 1 | 0.07% | 0.63% | 1.49% | Q4 2015 | Q3 2023 | 19 |
WEALTHFRONT Corp | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q3 2018 | 19 |
Community Bank & Trust, Waco, Texas | 19 | 19 | 0.10% | 0.26% | 0.48% | Q1 2019 | Q3 2023 | 19 |
TURNER INVESTMENTS LLC | 19 | 19 | 0.14% | 0.98% | 3.91% | Q2 2013 | Q4 2017 | 19 |
Hillsdale Investment Management Inc. | 19 | 19 | 0.00% | 0.02% | 0.09% | Q1 2019 | Q3 2023 | 19 |
Bremer Bank National Association | 19 | 19 | 0.06% | 0.51% | 1.07% | Q1 2019 | Q3 2023 | 19 |
Keudell/Morrison Wealth Management | 19 | 19 | 0.24% | 0.56% | 0.95% | Q1 2019 | Q3 2023 | 19 |
Highland Private Wealth Management | 18 | 1 | 0.08% | 0.11% | 0.15% | Q4 2017 | Q3 2022 | 19 |
Investors Research Corp | 19 | 19 | 0.01% | 0.08% | 0.23% | Q1 2019 | Q3 2023 | 19 |
Aevitas Wealth Management, Inc. | 13 | 6 | 0.00% | 0.22% | 0.41% | Q4 2017 | Q4 2022 | 19 |
TSFG, LLC | 19 | 19 | 0.18% | 0.30% | 0.50% | Q1 2019 | Q3 2023 | 19 |
FIRST NATIONAL TRUST CO | 19 | 19 | 0.20% | 0.44% | 0.70% | Q1 2019 | Q3 2023 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.05% | 0.19% | 0.32% | Q1 2019 | Q3 2023 | 19 |
HOWE & RUSLING INC | 17 | 2 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2022 | 19 |
Dynamic Technology Lab Private Ltd | 6 | 1 | 0.08% | 0.21% | 0.53% | Q3 2012 | Q3 2023 | 19 |
Cetera Investment Advisers | 14 | 1 | 0.02% | 0.08% | 0.16% | Q3 2018 | Q3 2023 | 19 |
Kemnay Advisory Services Inc. | 17 | 2 | 0.77% | 2.30% | 3.97% | Q4 2018 | Q3 2023 | 19 |
Silicon Valley Capital Partners | 19 | 19 | 0.08% | 0.21% | 0.45% | Q1 2019 | Q3 2023 | 19 |
KLINGENSTEIN FIELDS & CO LP | 16 | 3 | 0.01% | 0.82% | 1.36% | Q4 2018 | Q3 2023 | 19 |
Grandview Asset Management LLC | 14 | 5 | 0.74% | 2.45% | 5.06% | Q4 2018 | Q3 2023 | 19 |
SeaTown Holdings Pte. Ltd. | 14 | 1 | 0.18% | 1.33% | 3.62% | Q3 2016 | Q1 2022 | 19 |
SG3 Management, LLC | 7 | 1 | 0.03% | 0.28% | 0.78% | Q2 2017 | Q3 2022 | 19 |
Enterprise Bank & Trust Co | 19 | 19 | 0.76% | 1.14% | 1.68% | Q1 2019 | Q3 2023 | 19 |
Vigilant Capital Management, LLC | 9 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q4 2022 | 19 |
Ferris Capital, LLC | 16 | 3 | 0.13% | 0.34% | 0.74% | Q2 2017 | Q1 2022 | 19 |
TYBOURNE CAPITAL MANAGEMENT (HK) LTD | 17 | 2 | 4.69% | 13.37% | 28.53% | Q2 2013 | Q1 2020 | 19 |
PIN OAK INVESTMENT ADVISORS INC | 19 | 19 | 0.00% | 0.13% | 0.31% | Q1 2019 | Q3 2023 | 19 |
SANDLER CAPITAL MANAGEMENT | 6 | 1 | 0.37% | 1.05% | 3.69% | Q3 2013 | Q3 2023 | 19 |
THOMPSON DAVIS & CO., INC. | 17 | 2 | 0.01% | 0.32% | 1.14% | Q4 2013 | Q3 2018 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.04% | 0.06% | 0.10% | Q1 2019 | Q3 2023 | 19 |
Altium Wealth Management LLC | 19 | 19 | 0.12% | 0.16% | 0.23% | Q4 2017 | Q2 2022 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.05% | 0.15% | 0.28% | Q4 2018 | Q3 2023 | 19 |
FLC Capital Advisors | 19 | 19 | 0.12% | 0.26% | 0.41% | Q4 2018 | Q2 2023 | 19 |
JANICZEK WEALTH MANAGEMENT, LLC | 19 | 19 | 0.01% | 0.05% | 0.09% | Q1 2019 | Q3 2023 | 19 |
ZEKE CAPITAL ADVISORS, LLC | 11 | 8 | 0.06% | 0.63% | 2.52% | Q4 2016 | Q4 2022 | 19 |
PFM Health Sciences, LP | 11 | 1 | 0.49% | 1.32% | 2.19% | Q1 2013 | Q4 2019 | 19 |
Crossvault Capital Management LLC | 19 | 19 | 1.12% | 2.58% | 3.49% | Q4 2017 | Q2 2022 | 19 |
Prospera Financial Services Inc | 19 | 19 | 0.03% | 0.23% | 0.51% | Q1 2019 | Q3 2023 | 19 |
Bernicke Wealth Management, Ltd. | 19 | 19 | 0.48% | 0.62% | 0.76% | Q4 2015 | Q2 2020 | 19 |
WHITENER CAPITAL MANAGEMENT, INC. | 17 | 2 | 0.01% | 0.21% | 0.36% | Q4 2017 | Q3 2022 | 19 |
Cohen Klingenstein LLC | 19 | 19 | 0.19% | 0.35% | 0.56% | Q1 2019 | Q3 2023 | 19 |
Stratos Investment Management, LLC | 19 | 19 | 0.49% | 0.82% | 1.47% | Q1 2019 | Q3 2023 | 19 |
Petrus Trust Company, LTA | 15 | 1 | 0.04% | 3.58% | 6.76% | Q3 2018 | Q3 2023 | 19 |
Virtu Financial LLC | 3 | 1 | 0.02% | 0.24% | 0.84% | Q1 2016 | Q3 2023 | 19 |
CADINHA & CO LLC | 19 | 19 | 0.03% | 0.30% | 2.16% | Q3 2017 | Q1 2022 | 19 |
SAGE RHINO CAPITAL LLC | 19 | 19 | 0.16% | 0.31% | 0.47% | Q1 2019 | Q3 2023 | 19 |
BAILARD, INC. | 18 | 1 | 0.01% | 0.06% | 0.17% | Q4 2015 | Q3 2023 | 19 |
Bank Pictet & Cie (Europe) AG | 19 | 19 | 0.08% | 1.28% | 2.98% | Q1 2019 | Q3 2023 | 19 |
QVR LLC | 4 | 3 | 0.01% | 0.13% | 0.38% | Q1 2021 | Q4 2022 | 19 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.14% | 1.01% | Q1 2018 | Q3 2023 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.00% | 0.16% | 0.35% | Q3 2018 | Q3 2023 | 19 |
StoneX Group Inc. | 17 | 2 | 0.14% | 0.27% | 0.46% | Q4 2017 | Q3 2022 | 19 |
G&S Capital LLC | 14 | 2 | 0.04% | 0.38% | 0.92% | Q4 2017 | Q3 2023 | 19 |
Blackhawk Capital Partners LLC. | 14 | 2 | 1.00% | 2.10% | 2.80% | Q4 2017 | Q3 2023 | 19 |
Bridgewater Associates | 5 | 1 | 0.00% | 0.04% | 0.11% | Q1 2014 | Q3 2023 | 19 |
Maryland Capital Management | 19 | 19 | 0.03% | 1.53% | 2.33% | Q1 2018 | Q3 2022 | 19 |
OppenheimerFunds, Inc. | 14 | 5 | 0.00% | 0.08% | 0.22% | Q1 2013 | Q1 2019 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.02% | 0.07% | 0.13% | Q4 2017 | Q2 2022 | 19 |
Midwest Professional Planners, LTD. | 19 | 19 | 0.30% | 0.53% | 0.95% | Q1 2019 | Q3 2023 | 19 |
LAKE STREET PRIVATE WEALTH, LLC | 19 | 19 | 0.04% | 0.68% | 1.54% | Q1 2019 | Q3 2023 | 19 |
Legacy Financial Advisors, Inc. | 13 | 6 | 0.00% | 0.07% | 0.19% | Q4 2017 | Q3 2023 | 19 |
CRITERION CAPITAL MANAGEMENT LLC | 19 | 19 | 1.17% | 5.04% | 8.51% | Q2 2013 | Q4 2017 | 19 |
OLD SECOND NATIONAL BANK OF AURORA | 16 | 3 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2023 | 19 |
9258 Wealth Management, LLC | 19 | 19 | 0.14% | 0.22% | 0.28% | Q1 2019 | Q3 2023 | 19 |
OAKBROOK INVESTMENTS LLC | 7 | 1 | 0.01% | 0.17% | 0.44% | Q2 2013 | Q4 2019 | 19 |
Horizon Investments, LLC | 11 | 1 | 0.01% | 0.08% | 0.15% | Q3 2016 | Q3 2023 | 19 |
MARCO INVESTMENT MANAGEMENT LLC | 19 | 19 | 0.09% | 0.97% | 1.34% | Q1 2019 | Q3 2023 | 19 |
WADE G W & INC | 14 | 5 | 0.02% | 0.05% | 0.10% | Q1 2016 | Q3 2023 | 19 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 18 | 1 | 0.01% | 0.36% | 0.51% | Q3 2018 | Q3 2023 | 19 |
NIPPON LIFE INSURANCE CO | 18 | 18 | 0.05% | 0.06% | 0.09% | Q2 2013 | Q3 2017 | 18 |
Cito Capital Group, LLC | 18 | 18 | 0.43% | 0.70% | 1.13% | Q2 2019 | Q3 2023 | 18 |
Sound Income Strategies, LLC | 18 | 18 | 0.00% | 0.01% | 0.05% | Q2 2019 | Q3 2023 | 18 |
MidWestOne Financial Group, Inc. | 18 | 18 | 0.19% | 0.33% | 0.47% | Q2 2019 | Q3 2023 | 18 |
Strategic Wealth Partners, Ltd. | 12 | 2 | 0.00% | 0.11% | 0.32% | Q4 2017 | Q1 2023 | 18 |
Icon Wealth Partners, LLC | 10 | 1 | 0.03% | 0.34% | 0.61% | Q4 2017 | Q3 2023 | 18 |
Rheos Capital Works Inc. | 17 | 1 | 1.25% | 4.89% | 8.69% | Q1 2018 | Q1 2023 | 18 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 18 |
Vestmark Advisory Solutions, Inc. | 15 | 3 | 0.13% | 0.29% | 0.49% | Q1 2019 | Q3 2023 | 18 |
First National Bank of South Miami | 17 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2023 | 18 |
Stratos Wealth Advisors, LLC | 14 | 4 | 0.04% | 0.18% | 0.44% | Q4 2018 | Q3 2023 | 18 |
Quad-Cities Investment Group, LLC | 11 | 7 | 0.18% | 0.29% | 0.43% | Q1 2018 | Q3 2022 | 18 |
Fieldpoint Private Securities, LLC | 12 | 2 | 0.00% | 0.07% | 0.14% | Q1 2017 | Q2 2022 | 18 |
Andesa Financial Management Inc. | 18 | 18 | 0.16% | 0.25% | 0.41% | Q4 2018 | Q1 2023 | 18 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 12 | 1 | 0.00% | 0.63% | 1.98% | Q4 2015 | Q3 2023 | 18 |
Quantinno Capital Management LP | 15 | 1 | 0.08% | 0.31% | 0.44% | Q4 2018 | Q3 2023 | 18 |
Brinker Capital Investments, LLC | 10 | 2 | 0.00% | 0.19% | 0.49% | Q3 2015 | Q4 2022 | 18 |
Beech Hill Advisors, Inc. | 16 | 2 | 0.20% | 1.11% | 1.72% | Q2 2016 | Q3 2023 | 18 |
Edge Capital Group, LLC | 18 | 18 | 0.02% | 0.06% | 0.11% | Q2 2019 | Q3 2023 | 18 |
Shepherd Financial Partners LLC | 18 | 18 | 0.14% | 0.32% | 0.49% | Q2 2019 | Q3 2023 | 18 |
Aspire Private Capital, LLC | 13 | 5 | 0.01% | 0.03% | 0.19% | Q4 2018 | Q3 2023 | 18 |
Mitsubishi UFJ Asset Management (UK) Ltd. | 18 | 18 | 0.03% | 1.74% | 2.87% | Q2 2019 | Q3 2023 | 18 |
PFG Advisors | 15 | 3 | 0.02% | 0.07% | 0.16% | Q4 2018 | Q3 2023 | 18 |
Qtron Investments LLC | 15 | 3 | 0.11% | 0.28% | 0.54% | Q4 2018 | Q3 2023 | 18 |
Realta Investment Advisors | 14 | 4 | 0.03% | 0.15% | 0.29% | Q1 2019 | Q3 2023 | 18 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 14 | 1 | 0.58% | 1.35% | 3.25% | Q3 2013 | Q2 2023 | 18 |
Texas Yale Capital Corp. | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Tranquility Partners, LLC | 18 | 18 | 0.20% | 0.44% | 0.81% | Q2 2019 | Q3 2023 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.08% | 0.20% | 0.33% | Q2 2019 | Q3 2023 | 18 |
Parker Investment Management, LLC | 12 | 6 | 0.04% | 0.21% | 0.42% | Q1 2016 | Q1 2022 | 18 |
CWA Asset Management Group, LLC | 15 | 1 | 0.06% | 0.11% | 0.30% | Q4 2017 | Q3 2023 | 18 |
RPG Investment Advisory, LLC | 12 | 6 | 0.09% | 0.82% | 1.36% | Q4 2015 | Q3 2023 | 18 |
CHARTER RESEARCH & INVESTMENT GROUP, INC. | 18 | 18 | 0.97% | 1.36% | 1.80% | Q2 2019 | Q3 2023 | 18 |
A.R.T. Advisors, LLC | 9 | 1 | 0.03% | 0.28% | 0.56% | Q2 2013 | Q4 2019 | 18 |
Vista Private Wealth Partners. LLC | 18 | 18 | 0.29% | 0.52% | 0.77% | Q2 2019 | Q3 2023 | 18 |
Sompo Asset Management Co., Ltd. | 18 | 18 | 0.13% | 0.46% | 0.88% | Q2 2019 | Q3 2023 | 18 |
Wealthspire Advisors, LLC | 17 | 1 | 0.01% | 0.06% | 0.21% | Q4 2018 | Q3 2023 | 18 |
Citizens Business Bank | 15 | 3 | 0.12% | 0.43% | 0.73% | Q4 2012 | Q3 2023 | 18 |
TELEMUS CAPITAL, LLC | 15 | 3 | 0.03% | 0.20% | 0.32% | Q3 2018 | Q3 2023 | 18 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 9 | 1 | 0.04% | 0.18% | 0.64% | Q2 2015 | Q2 2023 | 18 |
EQUITABLE TRUST CO | 18 | 18 | 0.02% | 0.69% | 1.16% | Q2 2019 | Q3 2023 | 18 |
Mirador Capital Partners LP | 18 | 18 | 0.11% | 0.73% | 1.30% | Q2 2019 | Q3 2023 | 18 |
REGENTATLANTIC CAPITAL LLC | 17 | 1 | 0.00% | 0.14% | 0.30% | Q4 2014 | Q3 2022 | 18 |
WINTRUST INVESTMENTS LLC | 8 | 1 | 0.03% | 0.11% | 0.20% | Q3 2018 | Q3 2023 | 18 |
RAINIER INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.24% | 0.76% | 1.36% | Q2 2013 | Q3 2017 | 18 |
TIGER GLOBAL MANAGEMENT LLC | 18 | 18 | 0.18% | 1.22% | 2.09% | Q4 2017 | Q1 2022 | 18 |
Altimeter Capital Management | 18 | 18 | 0.47% | 4.82% | 15.02% | Q4 2016 | Q1 2021 | 18 |
Melvin Capital Management LP | 7 | 2 | 0.43% | 1.75% | 2.86% | Q1 2016 | Q2 2020 | 18 |
Hyperion Asset Management Ltd | 18 | 18 | 1.97% | 4.24% | 7.03% | Q2 2019 | Q3 2023 | 18 |
FULTON BREAKEFIELD BROENNIMAN LLC | 18 | 18 | 0.64% | 1.15% | 1.74% | Q2 2019 | Q3 2023 | 18 |
HARVEY CAPITAL MANAGEMENT INC | 18 | 18 | 0.15% | 0.40% | 1.31% | Q2 2019 | Q3 2023 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 18 |
CALTON & ASSOCIATES, INC. | 17 | 1 | 0.01% | 0.10% | 0.16% | Q4 2017 | Q2 2022 | 18 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 18 | 18 | 0.00% | 1.80% | 3.83% | Q2 2018 | Q3 2022 | 18 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 16 | 1 | 0.13% | 0.21% | 0.34% | Q1 2017 | Q3 2022 | 18 |
Carmignac Gestion | 17 | 17 | 0.04% | 2.67% | 6.50% | Q3 2019 | Q3 2023 | 18 |
Hitchwood Capital Management LP | 14 | 3 | 0.14% | 1.76% | 3.99% | Q3 2016 | Q1 2022 | 18 |
Clearstead Advisors, LLC | 18 | 18 | 0.05% | 0.14% | 0.22% | Q2 2019 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.08% | 0.17% | 0.26% | Q2 2013 | Q3 2017 | 18 |
Bollard Group LLC | 14 | 2 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 18 |
DAVIS R M INC | 18 | 18 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 18 |
I.G. INVESTMENT MANAGEMENT, LTD. | 18 | 18 | 0.03% | 0.07% | 0.17% | Q2 2013 | Q3 2017 | 18 |
ARDSLEY ADVISORY PARTNERS LP | 7 | 1 | 0.05% | 0.32% | 1.65% | Q3 2013 | Q3 2023 | 18 |
&PARTNERS | 8 | 3 | 0.10% | 0.29% | 0.49% | Q4 2018 | Q3 2023 | 18 |
B. Riley Wealth Management, Inc. | 16 | 1 | 0.00% | 0.21% | 0.43% | Q4 2014 | Q2 2022 | 18 |
Redmond Asset Management, LLC | 18 | 18 | 0.30% | 0.39% | 0.60% | Q2 2019 | Q3 2023 | 18 |
Tortoise Investment Management, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q3 2023 | 18 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 6 | 2 | 0.00% | 0.03% | 0.12% | Q4 2017 | Q3 2023 | 18 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Waverly Advisors, LLC | 11 | 1 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q3 2023 | 18 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 18 | 18 | 0.00% | 0.07% | 0.18% | Q2 2019 | Q3 2023 | 18 |
Wealthstreet Investment Advisors, LLC | 18 | 18 | 0.22% | 0.63% | 2.18% | Q4 2017 | Q1 2022 | 18 |
Bedel Financial Consulting, Inc. | 16 | 2 | 0.02% | 0.05% | 0.09% | Q3 2018 | Q2 2023 | 18 |
Claraphi Advisory Network, LLC | 18 | 18 | 0.11% | 0.22% | 0.41% | Q1 2018 | Q2 2022 | 18 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.01% | 0.38% | 0.68% | Q3 2019 | Q3 2023 | 17 |
Valiant Capital Management, L.P. | 16 | 16 | 2.64% | 4.68% | 6.71% | Q4 2019 | Q3 2023 | 17 |
ONTARIO TEACHERS PENSION PLAN BOARD | 7 | 1 | 0.00% | 0.94% | 3.78% | Q2 2013 | Q3 2023 | 17 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 10 | 1 | 0.10% | 0.13% | 0.29% | Q1 2013 | Q1 2018 | 17 |
Marietta Wealth Management, LLC | 17 | 17 | 0.62% | 1.02% | 1.29% | Q3 2019 | Q3 2023 | 17 |
Occidental Asset Management, LLC | 17 | 17 | 0.13% | 0.21% | 0.33% | Q3 2019 | Q3 2023 | 17 |
MERIDIAN INVESTMENT COUNSEL INC. | 17 | 17 | 0.12% | 0.17% | 0.23% | Q3 2019 | Q3 2023 | 17 |
Lombard Odier Asset Management (USA) Corp | 5 | 1 | 0.00% | 0.69% | 2.24% | Q4 2015 | Q3 2023 | 17 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 16 | 1 | 0.21% | 0.97% | 1.43% | Q1 2017 | Q3 2023 | 17 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.15% | 0.21% | Q2 2013 | Q4 2016 | 17 |
Geneva Advisors, LLC | 17 | 17 | 0.44% | 0.78% | 1.24% | Q2 2013 | Q2 2017 | 17 |
USA FINANCIAL FORMULAS | 10 | 3 | 0.00% | 0.44% | 2.24% | Q1 2018 | Q3 2023 | 17 |
Sowell Financial Services LLC | 7 | 1 | 0.07% | 0.17% | 0.26% | Q3 2018 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q2 2017 | 17 |
Rampart Investment Management Company, LLC | 17 | 17 | 0.05% | 0.37% | 0.54% | Q3 2016 | Q3 2020 | 17 |
Rokos Capital Management LLP | 11 | 11 | 0.08% | 1.90% | 8.65% | Q1 2021 | Q3 2023 | 17 |
MEITAV INVESTMENT HOUSE LTD | 13 | 4 | 0.00% | 0.06% | 0.15% | Q2 2018 | Q3 2023 | 17 |
Meritage Group LP | 16 | 1 | 0.03% | 7.87% | 14.54% | Q4 2016 | Q3 2023 | 17 |
Integrated Advisors Network LLC | 16 | 16 | 0.00% | 0.07% | 0.18% | Q4 2019 | Q3 2023 | 17 |
ARK Investment Management | 13 | 1 | 0.00% | 1.30% | 1.98% | Q4 2016 | Q4 2021 | 17 |
Waldron Private Wealth LLC | 17 | 17 | 0.03% | 0.07% | 0.10% | Q3 2019 | Q3 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.06% | 0.10% | 0.15% | Q2 2013 | Q2 2017 | 17 |
Avalon Investment & Advisory | 17 | 17 | 0.01% | 0.06% | 0.41% | Q1 2019 | Q1 2023 | 17 |
HBW ADVISORY SERVICES LLC | 17 | 17 | 0.81% | 1.16% | 1.76% | Q3 2019 | Q3 2023 | 17 |
FORTALEZA ASSET MANAGEMENT INC/ | 13 | 4 | 0.56% | 1.24% | 2.37% | Q2 2013 | Q3 2017 | 17 |
HighPoint Advisor Group LLC | 16 | 1 | 0.08% | 0.34% | 0.58% | Q4 2017 | Q2 2022 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.13% | 0.32% | 0.46% | Q1 2018 | Q1 2022 | 17 |
Garde Capital, Inc. | 17 | 17 | 0.29% | 0.56% | 1.00% | Q3 2019 | Q3 2023 | 17 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.13% | 0.19% | Q2 2013 | Q4 2016 | 17 |
CLEARBRIDGE, LLC | 17 | 17 | 0.00% | 0.02% | 0.07% | Q4 2014 | Q4 2018 | 17 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 15 | 15 | 0.50% | 6.35% | 13.57% | Q3 2016 | Q1 2020 | 17 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.20% | 0.35% | Q2 2013 | Q4 2016 | 17 |
SEEYOND | 17 | 17 | 0.01% | 0.21% | 0.36% | Q4 2018 | Q4 2022 | 17 |
PRINCETON CAPITAL MANAGEMENT LLC | 10 | 3 | 0.00% | 0.10% | 0.25% | Q4 2018 | Q3 2023 | 17 |
Merit Financial Group, LLC | 13 | 4 | 0.02% | 0.07% | 0.11% | Q3 2018 | Q3 2023 | 17 |
Cordasco Financial Network | 14 | 3 | 0.04% | 0.12% | 0.25% | Q1 2016 | Q2 2022 | 17 |
QCM Cayman, Ltd. | 4 | 1 | 0.06% | 0.62% | 3.56% | Q3 2013 | Q2 2023 | 17 |
GLG LLC | 12 | 3 | 0.01% | 0.29% | 0.54% | Q1 2014 | Q4 2017 | 17 |
IRONWOOD INVESTMENT MANAGEMENT LLC | 17 | 17 | 0.57% | 0.87% | 1.30% | Q3 2019 | Q3 2023 | 17 |
Manning & Napier Group, LLC | 15 | 2 | 0.00% | 0.97% | 1.60% | Q4 2017 | Q3 2023 | 17 |
Stuart Chaussee & Associates, Inc. | 17 | 17 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q1 2022 | 17 |
Willingdon Wealth Management | 17 | 17 | 0.02% | 0.65% | 1.34% | Q1 2016 | Q1 2020 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 17 |
PARK NATIONAL CORP /OH/ | 17 | 17 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q4 2023 | 17 |
Insight Wealth Strategies, LLC | 17 | 17 | 0.22% | 0.38% | 0.55% | Q4 2018 | Q4 2022 | 17 |
EVOKE WEALTH, LLC | 17 | 17 | 0.01% | 0.06% | 0.31% | Q3 2019 | Q3 2023 | 17 |
Aviance Capital Partners, LLC | 11 | 3 | 0.04% | 0.41% | 1.16% | Q2 2018 | Q3 2023 | 17 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 8 | 1 | 0.16% | 1.48% | 5.53% | Q2 2013 | Q4 2022 | 17 |
B & T Capital Management DBA Alpha Capital Management | 17 | 17 | 0.51% | 0.79% | 1.10% | Q2 2019 | Q2 2023 | 17 |
Magnetar Financial LLC | 4 | 1 | 0.00% | 0.03% | 0.11% | Q3 2013 | Q4 2021 | 17 |
SouthState Corp | 17 | 17 | 0.23% | 0.46% | 0.69% | Q3 2019 | Q3 2023 | 17 |
DAVIDSON INVESTMENT ADVISORS | 17 | 17 | 0.87% | 1.13% | 1.39% | Q3 2019 | Q3 2023 | 17 |
Tidal Investments LLC | 17 | 17 | 0.16% | 0.26% | 0.57% | Q3 2019 | Q3 2023 | 17 |
Arden Trust Co | 17 | 17 | 0.06% | 0.19% | 0.32% | Q4 2019 | Q4 2023 | 17 |
Partner Investment Management, L.P. | 10 | 1 | 0.57% | 1.76% | 2.75% | Q2 2013 | Q3 2019 | 17 |
Commonwealth Equity Services, Inc | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q3 2017 | 17 |
Banque Cantonale Vaudoise | 16 | 16 | 0.04% | 0.45% | 0.69% | Q4 2019 | Q3 2023 | 17 |
Ilmarinen Mutual Pension Insurance Co | 17 | 17 | 0.15% | 0.27% | 0.37% | Q3 2019 | Q3 2023 | 17 |
Cooper Financial Group | 17 | 17 | 0.08% | 0.15% | 0.26% | Q3 2019 | Q3 2023 | 17 |
GIRARD PARTNERS LTD. | 16 | 1 | 0.02% | 0.48% | 0.72% | Q3 2018 | Q3 2023 | 17 |
Brookstone Capital Management | 14 | 1 | 0.00% | 0.07% | 0.17% | Q2 2015 | Q3 2023 | 17 |
Gifford Fong Associates | 17 | 17 | 0.47% | 1.64% | 2.51% | Q3 2019 | Q3 2023 | 17 |
Selective Wealth Management, Inc. | 14 | 3 | 0.02% | 1.72% | 3.97% | Q3 2019 | Q4 2023 | 17 |
CHOREO, LLC | 7 | 1 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 17 |
Coronation Fund Managers Ltd. | 17 | 17 | 0.18% | 0.72% | 1.86% | Q3 2019 | Q3 2023 | 17 |
PDT Partners, LLC | 11 | 6 | 0.02% | 0.33% | 0.54% | Q3 2013 | Q4 2018 | 17 |
Artemis Investment Management LLP | 7 | 2 | 0.01% | 0.22% | 0.58% | Q1 2018 | Q3 2023 | 17 |
EVERMAY WEALTH MANAGEMENT LLC | 17 | 17 | 0.04% | 0.07% | 0.12% | Q3 2019 | Q3 2023 | 17 |
KINGS POINT CAPITAL MANAGEMENT | 17 | 17 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q1 2022 | 17 |
Corvex Management LP | 6 | 2 | 0.03% | 2.06% | 5.07% | Q4 2016 | Q3 2023 | 17 |
GLG Partners LP | 10 | 4 | 0.00% | 0.43% | 1.92% | Q2 2013 | Q4 2016 | 17 |
TFG Advisers LLC | 17 | 17 | 0.19% | 0.27% | 0.37% | Q3 2019 | Q3 2023 | 17 |
Clean Yield Group | 10 | 1 | 0.01% | 0.03% | 0.04% | Q1 2015 | Q3 2023 | 17 |
abrdn Investment Management Ltd | 17 | 17 | 0.10% | 0.46% | 0.81% | Q2 2013 | Q2 2017 | 17 |
EXCHANGE TRADED CONCEPTS, LLC | 17 | 17 | 0.00% | 0.08% | 0.28% | Q4 2019 | Q4 2023 | 17 |
Vigilare Wealth Management | 17 | 17 | 0.28% | 0.79% | 1.30% | Q4 2019 | Q4 2023 | 17 |
Bienville Capital Management, LLC | 17 | 17 | 0.06% | 0.32% | 1.20% | Q3 2019 | Q3 2023 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q2 2017 | 17 |
BALASA DINVERNO & FOLTZ LLC | 17 | 17 | 0.03% | 0.03% | 0.05% | Q3 2018 | Q3 2022 | 17 |
Holocene Advisors, LP | 6 | 1 | 0.01% | 1.21% | 2.92% | Q4 2017 | Q3 2023 | 17 |
DeDora Capital, Inc. | 8 | 2 | 0.13% | 0.24% | 0.34% | Q1 2019 | Q3 2023 | 17 |
AMI ASSET MANAGEMENT CORP | 17 | 17 | 1.09% | 2.48% | 3.23% | Q3 2019 | Q3 2023 | 17 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.01% | 0.12% | 0.24% | Q2 2013 | Q4 2016 | 17 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 17 | 17 | 0.15% | 0.76% | 1.14% | Q3 2019 | Q3 2023 | 17 |
Eisler Capital (UK) Ltd. | 9 | 9 | 0.03% | 0.46% | 1.37% | Q3 2021 | Q3 2023 | 17 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 17 | 17 | 0.06% | 0.62% | 0.99% | Q3 2019 | Q3 2023 | 17 |
Alley Co LLC | 17 | 17 | 0.03% | 0.08% | 0.10% | Q4 2017 | Q4 2021 | 17 |
Vantage Investment Advisors, LLC | 11 | 6 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2018 | 17 |
BOURGEON CAPITAL MANAGEMENT LLC | 17 | 17 | 0.00% | 0.00% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Klingman & Associates, LLC | 8 | 3 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 17 |
Knights of Columbus Asset Advisors LLC | 16 | 16 | 0.18% | 0.51% | 0.83% | Q4 2019 | Q3 2023 | 16 |
Aptus Capital Advisors, LLC | 13 | 1 | 0.01% | 0.23% | 1.86% | Q1 2020 | Q3 2023 | 16 |
Bank of Marin | 16 | 16 | 0.65% | 1.59% | 2.48% | Q4 2019 | Q3 2023 | 16 |
Parcion Private Wealth LLC | 16 | 16 | 0.07% | 0.14% | 0.24% | Q4 2019 | Q3 2023 | 16 |
Perennial Investment Advisors, LLC | 16 | 16 | 0.14% | 0.30% | 0.51% | Q4 2019 | Q3 2023 | 16 |
Mission Creek Capital Partners, Inc. | 16 | 16 | 0.10% | 0.23% | 0.45% | Q4 2019 | Q3 2023 | 16 |
Graham Capital Management, L.P. | 6 | 1 | 0.02% | 0.40% | 1.36% | Q4 2017 | Q3 2023 | 16 |
Oak Grove Capital LLC | 11 | 2 | 0.00% | 0.80% | 3.05% | Q1 2018 | Q2 2021 | 16 |
PERSONAL CFO SOLUTIONS, LLC | 16 | 16 | 0.20% | 0.35% | 0.67% | Q4 2019 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Key FInancial Inc | 16 | 16 | 0.17% | 0.35% | 0.84% | Q4 2019 | Q3 2023 | 16 |
Ethic Inc. | 16 | 16 | 0.24% | 0.59% | 0.98% | Q4 2019 | Q3 2023 | 16 |
Investment Research & Advisory Group, Inc. | 16 | 16 | 0.12% | 1.54% | 2.25% | Q4 2019 | Q3 2023 | 16 |
Interval Partners, LP | 7 | 1 | 0.06% | 0.65% | 1.76% | Q1 2018 | Q3 2023 | 16 |
Strategic Wealth Investment Group, LLC | 16 | 16 | 1.03% | 1.38% | 1.92% | Q4 2019 | Q3 2023 | 16 |
Bluefin Trading, LLC | 5 | 1 | 0.00% | 0.06% | 0.37% | Q2 2014 | Q4 2019 | 16 |
Laffer Tengler Investments, Inc. | 16 | 16 | 0.05% | 0.42% | 0.67% | Q4 2019 | Q3 2023 | 16 |
Marks Group Wealth Management, Inc | 16 | 16 | 0.29% | 0.66% | 0.91% | Q4 2019 | Q3 2023 | 16 |
Ziegler Capital Management, LLC | 14 | 2 | 0.01% | 0.28% | 0.90% | Q2 2013 | Q2 2023 | 16 |
Stonebridge Financial Planning Group, LLC | 16 | 16 | 0.19% | 0.37% | 0.59% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.02% | 0.19% | 0.32% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
HARRELL INVESTMENT PARTNERS, LLC | 16 | 16 | 0.64% | 0.88% | 1.20% | Q4 2019 | Q3 2023 | 16 |
IEQ CAPITAL, LLC | 16 | 16 | 0.51% | 1.75% | 3.21% | Q4 2019 | Q3 2023 | 16 |
Verde Capital Management | 16 | 16 | 0.74% | 1.01% | 1.31% | Q4 2019 | Q3 2023 | 16 |
Optas, LLC | 16 | 16 | 0.17% | 0.40% | 0.61% | Q4 2019 | Q3 2023 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.08% | 0.11% | 0.16% | Q4 2019 | Q3 2023 | 16 |
EPG Wealth Management LLC | 16 | 16 | 0.34% | 0.57% | 0.94% | Q4 2019 | Q3 2023 | 16 |
EPIQ Capital Group, LLC | 16 | 16 | 0.12% | 0.27% | 0.42% | Q4 2019 | Q3 2023 | 16 |
1776 Wealth LLC | 16 | 16 | 0.03% | 0.38% | 0.76% | Q4 2019 | Q3 2023 | 16 |
Regent Peak Wealth Advisors LLC | 16 | 16 | 0.08% | 0.13% | 0.18% | Q4 2019 | Q3 2023 | 16 |
STEPH & CO | 16 | 16 | 0.01% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.23% | 0.35% | 0.54% | Q4 2019 | Q3 2023 | 16 |
Procyon Advisors, LLC | 16 | 16 | 0.21% | 0.41% | 0.68% | Q4 2019 | Q3 2023 | 16 |
Hixon Zuercher, LLC | 16 | 16 | 1.25% | 1.92% | 3.19% | Q4 2019 | Q3 2023 | 16 |
Leelyn Smith, LLC | 16 | 16 | 0.19% | 0.30% | 0.40% | Q4 2019 | Q3 2023 | 16 |
Great Diamond Partners, LLC | 16 | 16 | 0.11% | 0.27% | 0.48% | Q4 2019 | Q3 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
WealthPLAN Partners, LLC | 8 | 1 | 0.00% | 0.02% | 0.07% | Q1 2015 | Q2 2023 | 16 |
GFG Capital, LLC | 16 | 16 | 0.04% | 0.30% | 0.54% | Q4 2019 | Q3 2023 | 16 |
Estabrook Capital Management | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Harbor Spring Capital, LLC | 13 | 2 | 1.62% | 3.87% | 5.86% | Q3 2019 | Q2 2023 | 16 |
Quilter Plc | 16 | 16 | 0.05% | 0.36% | 0.81% | Q4 2019 | Q3 2023 | 16 |
LOOMIS SAYLES & CO L P | 15 | 1 | 0.00% | 2.70% | 3.83% | Q2 2013 | Q3 2023 | 16 |
WRAPMANAGER INC | 16 | 16 | 0.13% | 0.44% | 0.62% | Q4 2019 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.11% | 0.17% | 0.29% | Q4 2019 | Q3 2023 | 16 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 16 | 16 | 0.28% | 0.53% | 0.89% | Q4 2019 | Q3 2023 | 16 |
Winthrop Advisory Group LLC | 13 | 3 | 0.06% | 0.10% | 0.21% | Q3 2018 | Q3 2023 | 16 |
SECURITY NATIONAL TRUST CO | 16 | 16 | 0.01% | 0.67% | 1.08% | Q4 2017 | Q3 2021 | 16 |
Integre Asset Management, LLC | 16 | 16 | 0.24% | 0.87% | 1.44% | Q2 2013 | Q1 2017 | 16 |
NorthRock Partners, LLC | 16 | 16 | 0.03% | 0.08% | 0.20% | Q4 2019 | Q3 2023 | 16 |
DELTA LLOYD NV | 16 | 16 | 0.01% | 0.07% | 0.14% | Q2 2013 | Q1 2017 | 16 |
Surevest, LLC | 16 | 16 | 0.71% | 1.30% | 2.12% | Q4 2018 | Q3 2022 | 16 |
PRENTISS SMITH & CO INC | 14 | 2 | 0.00% | 2.99% | 4.17% | Q2 2018 | Q3 2023 | 16 |
AlphaOne Investment Services, LLC | 10 | 1 | 0.01% | 0.13% | 0.69% | Q2 2014 | Q2 2019 | 16 |
Progressive Investment Management Corp | 16 | 16 | 1.53% | 2.81% | 4.40% | Q4 2019 | Q3 2023 | 16 |
VESTOR CAPITAL, LLC | 13 | 3 | 0.01% | 0.05% | 0.62% | Q1 2019 | Q3 2023 | 16 |
Perennial Advisors, LLC | 9 | 1 | 0.01% | 0.03% | 0.12% | Q4 2016 | Q3 2023 | 16 |
Elite Wealth Management, Inc. | 15 | 1 | 0.00% | 0.60% | 1.63% | Q4 2013 | Q3 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.01% | 0.29% | 0.76% | Q2 2013 | Q1 2017 | 16 |
Lee Financial Co | 10 | 2 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 16 |
VIRIDIAN RIA, LLC | 14 | 2 | 0.35% | 0.46% | 0.59% | Q1 2018 | Q1 2022 | 16 |
HARRIS ASSOCIATES L P | 11 | 5 | 0.00% | 0.85% | 2.99% | Q3 2019 | Q3 2023 | 16 |
Capital Bank & Trust Co | 16 | 16 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q1 2021 | 16 |
RETIREMENT INCOME SOLUTIONS, INC | 9 | 1 | 0.08% | 0.10% | 0.15% | Q3 2018 | Q3 2023 | 16 |
MCDANIEL TERRY & CO | 13 | 3 | 0.02% | 0.06% | 0.10% | Q3 2019 | Q3 2023 | 16 |
ST GERMAIN D J CO INC | 13 | 3 | 0.24% | 0.44% | 0.81% | Q4 2019 | Q4 2023 | 16 |
NumerixS Investment Technologies Inc | 5 | 1 | 0.03% | 0.42% | 1.31% | Q4 2014 | Q1 2020 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.22% | 0.43% | 0.76% | Q4 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.01% | 0.03% | 0.20% | Q4 2019 | Q3 2023 | 16 |
LANSDOWNE PARTNERS (UK) LLP | 15 | 1 | 0.00% | 0.06% | 0.11% | Q3 2014 | Q3 2018 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.33% | 0.89% | 1.49% | Q4 2019 | Q3 2023 | 16 |
ICICI Prudential Asset Management Co Ltd | 12 | 4 | 0.60% | 1.99% | 2.67% | Q4 2016 | Q3 2023 | 16 |
Edgewood Management | 16 | 16 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2017 | 16 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 12 | 4 | 0.00% | 0.08% | 0.25% | Q3 2018 | Q3 2023 | 16 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 16 | 16 | 0.02% | 0.22% | 0.63% | Q4 2019 | Q3 2023 | 16 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.34% | 1.78% | Q2 2015 | Q4 2022 | 16 |
Alpha Wave Global, LP | 13 | 1 | 0.77% | 3.01% | 5.19% | Q4 2016 | Q3 2021 | 16 |
HEADINVEST, LLC | 16 | 16 | 0.07% | 0.15% | 0.24% | Q4 2019 | Q3 2023 | 16 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 12 | 2 | 0.04% | 0.32% | 0.66% | Q1 2015 | Q2 2019 | 16 |
Canton Hathaway, LLC | 12 | 4 | 0.01% | 0.10% | 0.40% | Q1 2019 | Q3 2023 | 16 |
First Pacific Advisors, LP | 16 | 16 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q1 2022 | 16 |
MCF Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2011 | Q3 2023 | 16 |
Sepio Capital, LP | 15 | 1 | 0.02% | 0.47% | 0.83% | Q4 2018 | Q3 2023 | 16 |
Pomelo Capital LLC | 16 | 16 | 0.01% | 0.16% | 0.40% | Q1 2014 | Q4 2017 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.30% | 0.89% | Q2 2019 | Q3 2023 | 16 |
SHUFRO ROSE & CO LLC | 15 | 15 | 0.02% | 0.69% | 1.14% | Q1 2020 | Q3 2023 | 16 |
FARALLON CAPITAL MANAGEMENT LLC | 16 | 16 | 1.21% | 2.02% | 3.87% | Q4 2019 | Q3 2023 | 16 |
WESTWOOD MANAGEMENT CORP /IL/ | 16 | 16 | 0.05% | 1.06% | 3.10% | Q4 2019 | Q3 2023 | 16 |
Capital Wealth Planning, LLC | 5 | 4 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 16 |
Mount Yale Investment Advisors, LLC | 8 | 2 | 0.04% | 0.09% | 0.19% | Q1 2018 | Q3 2023 | 16 |
SANDERS MORRIS HARRIS LLC | 13 | 1 | 0.06% | 0.31% | 1.35% | Q2 2016 | Q3 2023 | 16 |
BOSTON FINANCIAL MANGEMENT LLC | 16 | 16 | 0.01% | 0.06% | 0.18% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.24% | 0.44% | 0.70% | Q4 2019 | Q3 2023 | 16 |
Polen Capital Management | 16 | 16 | 1.97% | 4.16% | 5.54% | Q4 2019 | Q3 2023 | 16 |
CYPRESS ASSET MANAGEMENT INC/TX | 16 | 16 | 0.16% | 0.58% | 0.86% | Q4 2018 | Q3 2022 | 16 |
ARBOR TRUST WEALTH ADVISORS, LLC | 16 | 16 | 0.53% | 0.85% | 1.23% | Q4 2019 | Q3 2023 | 16 |
Beaumont Asset Management, L.L.C. | 16 | 16 | 1.32% | 1.97% | 2.90% | Q4 2019 | Q3 2023 | 16 |
Bay Rivers Group | 16 | 16 | 0.82% | 1.12% | 1.36% | Q4 2019 | Q3 2023 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.18% | 0.50% | Q4 2019 | Q3 2023 | 16 |
Polar Asset Management Partners Inc. | 10 | 1 | 0.00% | 0.20% | 0.61% | Q1 2019 | Q3 2023 | 16 |
XML Financial, LLC | 16 | 16 | 0.05% | 0.09% | 0.15% | Q4 2019 | Q3 2023 | 16 |
Venture Visionary Partners LLC | 16 | 16 | 0.10% | 0.40% | 0.98% | Q4 2019 | Q3 2023 | 16 |
SevenBridge Financial Group, LLC | 13 | 3 | 0.02% | 0.03% | 0.06% | Q2 2016 | Q3 2023 | 16 |
Autus Asset Management, LLC | 16 | 16 | 0.50% | 0.86% | 1.17% | Q1 2019 | Q4 2022 | 16 |
Alpha Omega Wealth Management LLC | 14 | 1 | 0.03% | 0.06% | 0.12% | Q3 2016 | Q3 2021 | 16 |
Laidlaw Wealth Management LLC | 16 | 16 | 0.20% | 0.35% | 0.52% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.12% | 0.33% | 0.65% | Q4 2019 | Q3 2023 | 16 |
CFM WEALTH PARTNERS LLC | 16 | 16 | 1.69% | 2.46% | 3.52% | Q4 2019 | Q3 2023 | 16 |
Bristlecone Advisors, LLC | 13 | 1 | 0.04% | 0.11% | 0.16% | Q2 2019 | Q3 2023 | 15 |
Curbstone Financial Management Corp | 15 | 15 | 0.12% | 0.21% | 0.32% | Q2 2020 | Q4 2023 | 15 |
Evolution Wealth Advisors, LLC | 15 | 15 | 0.00% | 0.05% | 0.14% | Q4 2018 | Q2 2022 | 15 |
HHLR ADVISORS, LTD. | 15 | 15 | 1.07% | 4.67% | 9.39% | Q1 2020 | Q3 2023 | 15 |
Global Endowment Management, LP | 8 | 1 | 0.11% | 0.69% | 2.07% | Q3 2016 | Q3 2023 | 15 |
BerganKDV Wealth Management, LLC | 15 | 15 | 0.00% | 0.04% | 0.10% | Q4 2019 | Q2 2023 | 15 |
NORTH AMERICAN MANAGEMENT CORP | 15 | 15 | 0.03% | 0.05% | 0.08% | Q3 2017 | Q1 2021 | 15 |
Ausdal Financial Partners, Inc. | 13 | 1 | 0.00% | 0.13% | 0.38% | Q4 2015 | Q3 2023 | 15 |
Consolidated Investment Group LLC | 15 | 15 | 0.67% | 0.97% | 1.17% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q4 2016 | 15 |
Banco BTG Pactual S.A. | 7 | 1 | 0.08% | 0.24% | 0.60% | Q1 2017 | Q2 2022 | 15 |
Fiera Capital Corp | 11 | 4 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2020 | 15 |
NICOLET ADVISORY SERVICES, LLC | 15 | 15 | 0.03% | 0.06% | 0.12% | Q1 2020 | Q3 2023 | 15 |
ZACKS INVESTMENT MANAGEMENT | 13 | 1 | 0.00% | 0.20% | 0.41% | Q2 2018 | Q3 2023 | 15 |
Platform Technology Partners | 10 | 5 | 0.20% | 0.33% | 0.42% | Q4 2019 | Q3 2023 | 15 |
Fort Sheridan Advisors LLC | 10 | 2 | 0.06% | 0.13% | 0.21% | Q3 2019 | Q3 2023 | 15 |
Trust Investment Advisors | 15 | 15 | 0.27% | 0.67% | 1.00% | Q2 2019 | Q4 2022 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.12% | 0.18% | 0.23% | Q2 2013 | Q4 2016 | 15 |
CreativeOne Wealth, LLC | 13 | 13 | 0.00% | 0.07% | 0.14% | Q3 2020 | Q3 2023 | 15 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 15 | 15 | 0.00% | 0.05% | 0.22% | Q4 2019 | Q2 2023 | 15 |
Venturi Wealth Management, LLC | 14 | 1 | 0.02% | 0.06% | 0.11% | Q4 2018 | Q3 2023 | 15 |
GENEVA CAPITAL MANAGEMENT LLC | 15 | 15 | 0.04% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 15 |
WEYBOSSET RESEARCH & MANAGEMENT LLC | 9 | 6 | 0.08% | 0.15% | 0.29% | Q4 2019 | Q3 2023 | 15 |
Sterling Investment Advisors, Ltd. | 15 | 15 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q2 2022 | 15 |
Well Done, LLC | 12 | 1 | 0.02% | 0.06% | 0.08% | Q1 2018 | Q3 2023 | 15 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.09% | 0.23% | 0.37% | Q1 2020 | Q3 2023 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 15 |
Assured Investment Management LLC | 7 | 1 | 0.00% | 0.05% | 0.21% | Q2 2014 | Q4 2018 | 15 |
Adero Partners, LLC | 10 | 5 | 0.04% | 0.16% | 0.44% | Q4 2019 | Q3 2023 | 15 |
Eudaimonia Partners, LLC | 8 | 7 | 0.06% | 0.10% | 0.14% | Q4 2019 | Q3 2023 | 15 |
FORSTA AP-FONDEN | 15 | 15 | 0.38% | 0.52% | 0.73% | Q1 2020 | Q3 2023 | 15 |
ATLAS CAPITAL ADVISORS LLC | 12 | 3 | 0.01% | 0.03% | 0.12% | Q1 2018 | Q3 2023 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.23% | 0.39% | 0.59% | Q3 2016 | Q1 2020 | 15 |
Davidson Capital Management Inc. | 15 | 15 | 0.00% | 0.46% | 1.41% | Q1 2020 | Q3 2023 | 15 |
J.W. COLE ADVISORS, INC. | 13 | 2 | 0.09% | 0.22% | 0.45% | Q4 2019 | Q3 2023 | 15 |
BI Asset Management Fondsmaeglerselskab A/S | 15 | 15 | 0.18% | 0.39% | 0.80% | Q1 2020 | Q3 2023 | 15 |
LMR Partners LLP | 3 | 1 | 0.00% | 0.18% | 0.42% | Q2 2014 | Q1 2023 | 15 |
Trust Co of Kansas | 15 | 15 | 0.66% | 2.34% | 3.63% | Q1 2020 | Q3 2023 | 15 |
BRINKER CAPITAL INC | 15 | 15 | 0.16% | 0.31% | 0.57% | Q4 2016 | Q2 2020 | 15 |
WoodTrust Financial Corp | 15 | 15 | 0.97% | 1.55% | 2.33% | Q1 2020 | Q3 2023 | 15 |
Edgestream Partners, L.P. | 5 | 1 | 0.02% | 0.39% | 0.72% | Q4 2016 | Q3 2023 | 15 |
Modus Advisors, LLC | 15 | 15 | 0.14% | 0.83% | 1.30% | Q2 2020 | Q4 2023 | 15 |
GPM Growth Investors, Inc. | 15 | 15 | 0.85% | 1.36% | 2.01% | Q1 2020 | Q3 2023 | 15 |
Covenant Partners, LLC | 12 | 3 | 0.10% | 0.31% | 0.48% | Q4 2019 | Q3 2023 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.00% | 0.04% | 0.08% | Q1 2020 | Q3 2023 | 15 |
BSW Wealth Partners | 14 | 1 | 0.09% | 0.20% | 0.33% | Q3 2018 | Q3 2023 | 15 |
Virtus Fund Advisers, LLC | 15 | 15 | 0.10% | 0.13% | 0.24% | Q2 2014 | Q4 2017 | 15 |
Sciencast Management LP | 3 | 1 | 0.06% | 0.50% | 1.24% | Q4 2015 | Q3 2023 | 15 |
Carolina Wealth Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Capital Asset Advisory Services LLC | 14 | 1 | 0.02% | 0.10% | 0.19% | Q4 2019 | Q3 2023 | 15 |
MATHER GROUP, LLC. | 12 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
Aft, Forsyth & Sober, LLC | 14 | 1 | 0.11% | 0.38% | 0.48% | Q4 2019 | Q3 2023 | 15 |
Solstein Capital, LLC | 11 | 4 | 0.16% | 0.34% | 0.46% | Q4 2019 | Q3 2023 | 15 |
BOK Financial Private Wealth, Inc. | 15 | 15 | 0.02% | 0.16% | 0.39% | Q1 2020 | Q3 2023 | 15 |
GRANDFIELD & DODD, LLC | 10 | 1 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 15 |
Sageworth Trust Co | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 15 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 15 | 15 | 0.14% | 0.28% | 0.40% | Q3 2019 | Q1 2023 | 15 |
Virtue Capital Management, LLC | 8 | 3 | 0.07% | 0.28% | 0.65% | Q2 2019 | Q3 2023 | 15 |
CERTUITY, LLC | 14 | 1 | 0.11% | 0.22% | 0.39% | Q4 2019 | Q3 2023 | 15 |
ALPHA WINDWARD LLC | 14 | 1 | 0.00% | 0.05% | 0.07% | Q4 2013 | Q3 2020 | 15 |
WOODMONT INVESTMENT COUNSEL LLC | 13 | 1 | 0.03% | 0.16% | 0.40% | Q3 2016 | Q3 2023 | 15 |
Circle Wealth Management, LLC | 11 | 4 | 0.01% | 0.05% | 0.07% | Q2 2019 | Q3 2023 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.20% | 0.39% | 0.53% | Q1 2020 | Q3 2023 | 15 |
Cipher Capital LP | 3 | 1 | 0.14% | 0.38% | 1.13% | Q3 2014 | Q2 2023 | 15 |
BLOOM TREE PARTNERS, LLC | 6 | 1 | 2.87% | 4.86% | 9.50% | Q4 2016 | Q2 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.03% | 0.07% | 0.11% | Q2 2016 | Q4 2019 | 15 |
DRW Securities, LLC | 2 | 1 | 0.01% | 0.12% | 0.60% | Q4 2013 | Q3 2023 | 15 |
Private Portfolio Partners LLC | 15 | 15 | 0.06% | 0.10% | 0.14% | Q1 2020 | Q3 2023 | 15 |
Calvert Investment Management, Inc. | 15 | 15 | 0.02% | 0.07% | 0.12% | Q2 2013 | Q4 2016 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Symmetry Partners, LLC | 14 | 1 | 0.02% | 0.05% | 0.09% | Q1 2019 | Q4 2023 | 15 |
Robertson Stephens Wealth Management, LLC | 15 | 15 | 0.07% | 0.11% | 0.19% | Q1 2020 | Q3 2023 | 15 |
SHEETS SMITH WEALTH MANAGEMENT | 12 | 1 | 0.03% | 0.18% | 0.44% | Q2 2017 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.01% | 0.02% | 0.03% | Q3 2011 | Q3 2015 | 15 |
Quantitative Systematic Strategies LLC | 4 | 1 | 0.10% | 0.34% | 0.89% | Q4 2014 | Q2 2021 | 15 |
Apollon Wealth Management, LLC | 14 | 1 | 0.09% | 0.21% | 0.40% | Q2 2019 | Q3 2023 | 15 |
CMT Capital Markets Trading GmbH | 5 | 1 | 0.01% | 0.14% | 0.43% | Q1 2017 | Q3 2023 | 15 |
STRATEGY ASSET MANAGERS LLC | 7 | 3 | 0.00% | 0.15% | 0.60% | Q3 2018 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.08% | 0.12% | 0.17% | Q1 2020 | Q3 2023 | 15 |
Notis-McConarty Edward | 15 | 15 | 0.10% | 0.12% | 0.17% | Q4 2018 | Q2 2022 | 15 |
Capital Investment Advisors, LLC | 15 | 15 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q4 2023 | 15 |
WealthShield Partners, LLC | 15 | 15 | 0.14% | 0.32% | 0.56% | Q1 2020 | Q3 2023 | 15 |
SYMPHONY ASSET MANAGEMENT LLC | 11 | 1 | 0.08% | 0.18% | 0.51% | Q3 2013 | Q4 2019 | 15 |
Financial Management Professionals, Inc. | 14 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 15 |
Phoenix Holdings Ltd. | 15 | 15 | 0.03% | 0.99% | 1.82% | Q1 2020 | Q3 2023 | 15 |
FAS Wealth Partners, Inc. | 15 | 15 | 0.04% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Patten Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2018 | 15 |
Claro Advisors LLC | 14 | 1 | 0.06% | 0.24% | 0.36% | Q4 2018 | Q3 2023 | 15 |
AlphaCrest Capital Management LLC | 9 | 6 | 0.03% | 0.28% | 0.58% | Q4 2018 | Q3 2022 | 15 |
Garner Asset Management Corp | 15 | 15 | 0.13% | 0.22% | 0.34% | Q3 2019 | Q1 2023 | 15 |
Mattern Wealth Management LLC | 12 | 3 | 0.06% | 0.12% | 0.19% | Q4 2019 | Q3 2023 | 15 |
LIBERTY WEALTH MANAGEMENT LLC | 13 | 2 | 0.01% | 0.05% | 0.13% | Q4 2018 | Q2 2023 | 15 |
SWARTHMORE GROUP INC | 15 | 15 | 0.74% | 2.28% | 3.60% | Q2 2018 | Q4 2021 | 15 |
COLUMBUS CIRCLE INVESTORS | 5 | 1 | 0.01% | 0.37% | 0.70% | Q2 2013 | Q3 2020 | 15 |
BANK OF HAWAII | 13 | 2 | 0.02% | 0.12% | 0.30% | Q2 2018 | Q3 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.09% | 0.13% | 0.16% | Q2 2013 | Q4 2016 | 15 |
Columbia Trust Co 01012016 | 12 | 3 | 0.45% | 0.72% | 0.92% | Q4 2019 | Q3 2023 | 15 |
JSF Financial, LLC | 9 | 1 | 0.09% | 0.17% | 0.28% | Q1 2019 | Q3 2023 | 15 |
VIKING GLOBAL INVESTORS LP | 8 | 1 | 0.73% | 2.06% | 4.03% | Q3 2016 | Q3 2022 | 15 |
MAR VISTA INVESTMENT PARTNERS LLC | 15 | 15 | 1.66% | 2.31% | 3.09% | Q1 2020 | Q3 2023 | 15 |
NAPLES GLOBAL ADVISORS, LLC | 15 | 15 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Wealth Alliance | 15 | 15 | 0.19% | 0.35% | 0.44% | Q1 2020 | Q3 2023 | 15 |
BlueCrest Capital Management Ltd | 10 | 1 | 0.01% | 0.08% | 0.25% | Q3 2014 | Q3 2023 | 15 |
Marshall Wace North America L.P. | 14 | 1 | 0.01% | 0.26% | 0.91% | Q1 2017 | Q3 2021 | 15 |
Arlington Financial Advisors, LLC | 15 | 15 | 0.76% | 1.25% | 1.70% | Q1 2020 | Q3 2023 | 15 |
MARINO, STRAM & ASSOCIATES LLC | 11 | 4 | 0.02% | 0.16% | 1.39% | Q2 2018 | Q3 2023 | 15 |
JCIC Asset Management Inc. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Graypoint LLC | 15 | 15 | 0.05% | 0.12% | 0.21% | Q1 2020 | Q3 2023 | 15 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.00% | 0.04% | 0.11% | Q1 2016 | Q3 2019 | 15 |
Hyperion Capital Advisors LP | 15 | 15 | 0.11% | 0.17% | 0.23% | Q4 2019 | Q2 2023 | 15 |
Route One Investment Company, L.P. | 15 | 15 | 5.06% | 6.32% | 8.36% | Q1 2020 | Q3 2023 | 15 |
True North Advisors, LLC | 12 | 3 | 0.07% | 0.09% | 0.13% | Q4 2019 | Q3 2023 | 15 |
Trust Asset Management LLC | 14 | 1 | 0.03% | 0.22% | 0.33% | Q2 2018 | Q3 2023 | 15 |
USS Investment Management Ltd | 14 | 14 | 0.14% | 0.31% | 0.53% | Q2 2020 | Q3 2023 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.07% | 0.11% | 0.14% | Q2 2017 | Q3 2020 | 14 |
TRAN CAPITAL MANAGEMENT, L.P. | 14 | 14 | 0.05% | 3.27% | 5.49% | Q2 2020 | Q3 2023 | 14 |
ROBERTS GLORE & CO INC /IL/ | 14 | 14 | 0.08% | 0.13% | 0.16% | Q2 2020 | Q3 2023 | 14 |
Third Point | 12 | 1 | 0.39% | 2.45% | 4.41% | Q1 2017 | Q1 2023 | 14 |
ALBION FINANCIAL GROUP /UT | 10 | 4 | 0.04% | 0.10% | 0.15% | Q1 2020 | Q3 2023 | 14 |
CYPRESS FUNDS LLC | 13 | 13 | 1.83% | 5.72% | 9.33% | Q1 2018 | Q1 2021 | 14 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 9 | 5 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q1 2019 | 14 |
BREMER TRUST NATIONAL ASSOCIATION | 14 | 14 | 0.14% | 0.25% | 0.71% | Q3 2015 | Q4 2018 | 14 |
ASSET MANAGEMENT CORP /IL/ /ADV | 14 | 14 | 0.24% | 0.73% | 1.44% | Q4 2019 | Q1 2023 | 14 |
PHILADELPHIA TRUST CO | 13 | 1 | 0.05% | 0.62% | 1.09% | Q4 2019 | Q3 2023 | 14 |
MONETA GROUP INVESTMENT ADVISORS LLC | 11 | 3 | 0.00% | 0.05% | 0.11% | Q4 2017 | Q3 2023 | 14 |
CORNERSTONE CAPITAL MANAGEMENT LLC | 14 | 14 | 1.43% | 3.74% | 5.16% | Q2 2013 | Q3 2016 | 14 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 11 | 1 | 0.00% | 0.11% | 0.18% | Q3 2020 | Q3 2023 | 14 |
PRECEPT MANAGEMENT LLC | 8 | 8 | 0.04% | 2.71% | 6.23% | Q1 2020 | Q4 2021 | 14 |
SONATA CAPITAL GROUP INC | 14 | 14 | 0.15% | 0.25% | 0.37% | Q2 2020 | Q3 2023 | 14 |
HOLDERNESS INVESTMENTS CO | 9 | 2 | 0.09% | 0.10% | 0.12% | Q1 2019 | Q3 2023 | 14 |
OXFORD FINANCIAL GROUP, LTD. LLC | 9 | 3 | 0.00% | 0.07% | 0.14% | Q1 2020 | Q3 2023 | 14 |
MILES CAPITAL, INC. | 9 | 5 | 0.15% | 0.37% | 0.65% | Q2 2016 | Q1 2020 | 14 |
CIBC BANK USA | 12 | 2 | 0.03% | 0.05% | 0.07% | Q2 2016 | Q4 2019 | 14 |
First Eagle Investment Management, LLC | 14 | 14 | 0.72% | 1.04% | 1.34% | Q2 2020 | Q3 2023 | 14 |
FORVIS Wealth Advisors, LLC | 9 | 1 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 14 |
PREMIER ASSET MANAGEMENT LLC | 13 | 1 | 0.03% | 1.83% | 3.32% | Q4 2018 | Q4 2022 | 14 |
Keel Point, LLC | 13 | 1 | 0.03% | 0.06% | 0.15% | Q3 2017 | Q3 2023 | 14 |
Whale Rock Capital Management | 6 | 2 | 0.99% | 2.99% | 5.03% | Q2 2015 | Q3 2023 | 14 |
AMG National Trust Bank | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Cupps Capital Management, LLC | 14 | 14 | 0.02% | 0.48% | 1.20% | Q2 2013 | Q3 2016 | 14 |
Busey Bank | 10 | 1 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q3 2022 | 14 |
First Heartland Consultants, Inc. | 6 | 4 | 0.02% | 0.07% | 0.13% | Q2 2018 | Q3 2023 | 14 |
BENJAMIN EDWARDS INC | 8 | 6 | 0.01% | 0.05% | 0.13% | Q1 2019 | Q3 2023 | 14 |
Reynders McVeigh Capital Management, LLC | 11 | 3 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2022 | 14 |
Smith, Salley & Associates | 14 | 14 | 0.04% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 14 |
DFPG INVESTMENTS, LLC | 14 | 14 | 0.10% | 0.25% | 0.42% | Q2 2020 | Q3 2023 | 14 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14 | 14 | 0.01% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q3 2016 | 14 |
USCA RIA LLC | 14 | 14 | 0.15% | 0.23% | 0.37% | Q1 2018 | Q2 2021 | 14 |
Nokota Management, LP | 5 | 1 | 0.16% | 0.66% | 2.55% | Q2 2014 | Q4 2019 | 14 |
Crestline Management, LP | 4 | 1 | 0.03% | 0.42% | 3.71% | Q3 2016 | Q3 2023 | 14 |
Potrero Capital Research LLC | 14 | 14 | 0.29% | 1.58% | 2.60% | Q4 2015 | Q1 2019 | 14 |
Jackson Wealth Management, LLC | 14 | 14 | 0.48% | 1.29% | 2.26% | Q4 2018 | Q1 2022 | 14 |
Bank Julius Baer & Co. Ltd, Zurich | 14 | 14 | 0.24% | 0.97% | 2.33% | Q2 2020 | Q3 2023 | 14 |
FOURPOINTS Investment Managers, S.A.S. | 14 | 14 | 0.14% | 0.34% | 0.66% | Q2 2013 | Q3 2016 | 14 |
Vulcan Value Partners, LLC | 14 | 14 | 2.81% | 5.02% | 6.15% | Q2 2020 | Q3 2023 | 14 |
Fiduciary Trust Co International of Pennsylvania | 8 | 6 | 0.02% | 0.14% | 0.51% | Q3 2015 | Q1 2020 | 14 |
Virtu KCG Holdings LLC | 9 | 1 | 0.00% | 0.04% | 0.11% | Q3 2013 | Q1 2017 | 14 |
Kerrisdale Advisers, LLC | 12 | 1 | 0.12% | 1.63% | 3.85% | Q4 2018 | Q3 2023 | 14 |
Janney Capital Management LLC | 14 | 14 | 0.02% | 0.16% | 0.74% | Q2 2020 | Q3 2023 | 14 |
Alta Park Capital, LP | 5 | 1 | 0.85% | 3.98% | 5.87% | Q4 2015 | Q2 2023 | 14 |
Northstar Group, Inc. | 14 | 14 | 0.16% | 0.41% | 0.72% | Q2 2020 | Q3 2023 | 14 |
Taylor Frigon Capital Management LLC | 7 | 7 | 1.14% | 1.64% | 2.03% | Q4 2014 | Q2 2019 | 14 |
RFG Advisory, LLC | 13 | 1 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.32% | 0.53% | 0.90% | Q2 2020 | Q3 2023 | 14 |
Fiduciary Group LLC | 14 | 14 | 0.26% | 0.64% | 1.05% | Q2 2020 | Q3 2023 | 14 |
Quadrature Capital Ltd | 3 | 1 | 0.16% | 0.64% | 1.44% | Q4 2015 | Q4 2022 | 14 |
Cavalier Investments, LLC | 14 | 14 | 0.24% | 0.60% | 1.10% | Q2 2020 | Q3 2023 | 14 |
Teza Capital Management LLC | 6 | 1 | 0.03% | 0.50% | 1.18% | Q1 2017 | Q3 2023 | 14 |
Terra Nova Asset Management LLC | 14 | 14 | 0.41% | 1.85% | 2.76% | Q2 2015 | Q3 2018 | 14 |
O'Shares Investment Advisers, LLC | 14 | 14 | 0.14% | 0.35% | 0.61% | Q4 2018 | Q1 2022 | 14 |
Blue Pool Management Ltd. | 14 | 14 | 0.44% | 3.56% | 9.86% | Q4 2017 | Q1 2021 | 14 |
Copperwynd Financial, LLC | 14 | 14 | 0.12% | 0.30% | 1.30% | Q2 2020 | Q3 2023 | 14 |
HMS Capital Management, LLC | 10 | 1 | 0.08% | 0.14% | 0.28% | Q2 2018 | Q2 2022 | 14 |
GQG Partners LLC | 8 | 1 | 0.01% | 1.47% | 4.18% | Q3 2017 | Q2 2022 | 14 |
BFSG, LLC | 9 | 2 | 0.14% | 0.40% | 0.65% | Q2 2018 | Q3 2023 | 14 |
Quadrant Private Wealth Management, LLC | 10 | 4 | 0.55% | 0.83% | 1.11% | Q1 2020 | Q3 2023 | 14 |
IFG Advisory, LLC | 12 | 1 | 0.02% | 0.04% | 0.09% | Q2 2019 | Q3 2023 | 14 |
TRUSTCORE FINANCIAL SERVICES, LLC | 11 | 3 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2022 | 14 |
James Hambro & Partners | 12 | 2 | 0.03% | 0.06% | 0.18% | Q4 2018 | Q2 2022 | 14 |
D.B. Root & Company, LLC | 10 | 4 | 0.13% | 0.22% | 0.33% | Q1 2020 | Q3 2023 | 14 |
AJ WEALTH STRATEGIES, LLC | 14 | 14 | 0.08% | 0.38% | 1.05% | Q1 2020 | Q2 2023 | 14 |
Delta Investment Management, LLC | 11 | 3 | 0.07% | 0.22% | 0.55% | Q4 2019 | Q3 2023 | 14 |
Kore Private Wealth LLC | 12 | 2 | 0.02% | 0.06% | 0.13% | Q4 2018 | Q3 2022 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2022 | 14 |
FORTEM FINANCIAL GROUP, LLC | 14 | 14 | 0.20% | 0.44% | 0.67% | Q4 2018 | Q1 2022 | 14 |
Paradigm Financial Partners, LLC | 14 | 14 | 0.13% | 0.20% | 0.29% | Q2 2020 | Q3 2023 | 14 |
Jackson Hole Capital Partners, LLC | 14 | 14 | 0.43% | 0.58% | 0.70% | Q2 2020 | Q3 2023 | 14 |
WealthBridge Capital Management, LLC | 9 | 2 | 0.07% | 0.15% | 0.28% | Q4 2018 | Q3 2023 | 14 |
Clarity Wealth Advisors, LLC | 11 | 3 | 0.12% | 0.17% | 0.28% | Q4 2019 | Q3 2023 | 14 |
Strategic Blueprint, LLC | 11 | 1 | 0.00% | 0.13% | 0.42% | Q3 2019 | Q3 2023 | 14 |
Inscription Capital, LLC | 14 | 14 | 0.09% | 0.37% | 0.97% | Q2 2020 | Q3 2023 | 14 |
Pacific Edge Advisors, LLC | 14 | 14 | 0.10% | 0.15% | 0.21% | Q2 2018 | Q3 2021 | 14 |
KG&L Capital Management,LLC | 12 | 12 | 0.11% | 0.77% | 1.55% | Q4 2020 | Q3 2023 | 14 |
TRANSCEND CAPITAL ADVISORS, LLC | 9 | 2 | 0.15% | 0.27% | 0.42% | Q4 2019 | Q3 2023 | 14 |
IFG Advisors, LLC | 11 | 3 | 0.10% | 0.22% | 0.38% | Q1 2020 | Q3 2023 | 14 |
Red Door Wealth Management, LLC | 12 | 2 | 0.03% | 0.61% | 0.85% | Q1 2020 | Q3 2023 | 14 |
Savior LLC | 8 | 6 | 0.01% | 0.05% | 0.12% | Q4 2019 | Q3 2023 | 14 |
Karani Asset Management LLC | 14 | 14 | 0.40% | 0.91% | 1.63% | Q4 2019 | Q1 2023 | 14 |
Lineweaver Wealth Advisors, LLC | 14 | 14 | 0.08% | 0.21% | 0.34% | Q2 2020 | Q3 2023 | 14 |
Silicon Hills Wealth Management, LLC | 13 | 1 | 0.08% | 0.38% | 0.60% | Q4 2019 | Q2 2023 | 14 |
Austin Private Wealth, LLC | 10 | 2 | 0.04% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Symphony Financial, Ltd. Co. | 14 | 14 | 0.15% | 0.50% | 0.85% | Q2 2020 | Q3 2023 | 14 |
Akaris Global Partners, LP | 11 | 3 | 3.72% | 9.64% | 16.00% | Q1 2020 | Q3 2023 | 14 |
Blue Zone Wealth Advisors, LLC | 14 | 14 | 0.54% | 1.92% | 2.82% | Q2 2020 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.03% | 0.08% | Q2 2020 | Q3 2023 | 14 |
RMR Wealth Builders | 7 | 1 | 0.13% | 0.31% | 0.68% | Q4 2019 | Q3 2023 | 14 |
Prudent Man Advisors, LLC | 14 | 14 | 0.18% | 0.31% | 0.51% | Q2 2020 | Q3 2023 | 14 |
Sunflower Bank, N.A. | 14 | 14 | 0.06% | 0.11% | 0.24% | Q2 2020 | Q3 2023 | 14 |
CATALYST PRIVATE WEALTH, LLC | 14 | 14 | 0.20% | 0.30% | 0.55% | Q3 2020 | Q4 2023 | 14 |
CAPITAL GUARDIAN TRUST CO | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2018 | 14 |
DEERE & CO | 14 | 14 | 0.11% | 0.19% | 0.28% | Q2 2013 | Q3 2016 | 14 |
PFS INVESTMENTS INC. | 14 | 14 | 0.01% | 0.05% | 0.13% | Q1 2020 | Q2 2023 | 14 |
CAPITAL ONE, NATIONAL ASSOCIATION | 12 | 2 | 0.03% | 0.20% | 0.48% | Q2 2013 | Q2 2018 | 14 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
ASSOCIATED BANC-CORP | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q3 2022 | 14 |
BECKER CAPITAL MANAGEMENT INC | 14 | 14 | 0.92% | 1.18% | 1.60% | Q2 2020 | Q3 2023 | 14 |
DELTA ASSET MANAGEMENT LLC/TN | 10 | 4 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 14 |
Atlantic Union Bankshares Corp | 14 | 14 | 0.03% | 0.26% | 0.49% | Q2 2020 | Q3 2023 | 14 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 14 | 14 | 0.06% | 0.40% | 0.62% | Q2 2020 | Q3 2023 | 14 |
ALERUS FINANCIAL NA | 14 | 14 | 0.28% | 0.56% | 0.78% | Q4 2018 | Q1 2022 | 14 |
WAFRA INC. | 9 | 1 | 0.05% | 1.29% | 2.58% | Q3 2014 | Q4 2020 | 14 |
M&G INVESTMENT MANAGEMENT LTD | 14 | 14 | 0.00% | 0.03% | 0.19% | Q4 2019 | Q1 2023 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.17% | 0.27% | 0.42% | Q2 2013 | Q3 2016 | 14 |
PSI Advisors, LLC | 12 | 1 | 0.25% | 0.51% | 0.73% | Q4 2019 | Q3 2023 | 13 |
Spearhead Capital Advisors, LLC | 13 | 13 | 1.49% | 2.33% | 2.96% | Q3 2019 | Q3 2022 | 13 |
Berkshire Bank | 13 | 13 | 0.40% | 0.60% | 0.80% | Q3 2020 | Q3 2023 | 13 |
Avidian Wealth Solutions, LLC | 13 | 13 | 0.02% | 0.07% | 0.56% | Q3 2020 | Q3 2023 | 13 |
Newport Wealth Strategies, Inc. | 10 | 1 | 0.13% | 0.41% | 0.83% | Q4 2017 | Q3 2021 | 13 |
Cambridge Financial Group, Inc. | 13 | 13 | 2.78% | 3.26% | 4.23% | Q1 2019 | Q1 2022 | 13 |
Permanens Capital L.P. | 13 | 13 | 0.07% | 0.64% | 1.68% | Q1 2019 | Q1 2022 | 13 |
BAROMETER CAPITAL MANAGEMENT INC. | 7 | 1 | 0.12% | 0.61% | 1.83% | Q1 2014 | Q2 2023 | 13 |
FNY Investment Advisers, LLC | 4 | 1 | 0.00% | 0.34% | 1.67% | Q2 2018 | Q4 2022 | 13 |
RS INVESTMENT MANAGEMENT CO LLC | 13 | 13 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q2 2016 | 13 |
Trexquant Investment LP | 4 | 1 | 0.06% | 0.29% | 1.07% | Q3 2015 | Q3 2023 | 13 |
Orion Capital Management LLC | 12 | 12 | 0.01% | 0.73% | 1.02% | Q4 2020 | Q3 2023 | 13 |
RAND WEALTH, LLC | 13 | 13 | 0.19% | 0.29% | 0.35% | Q2 2013 | Q2 2016 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.03% | 0.05% | 0.10% | Q3 2020 | Q3 2023 | 13 |
NORTHEAST INVESTMENT MANAGEMENT | 9 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 13 |
Capital Planning Advisors, LLC | 10 | 3 | 0.05% | 0.27% | 0.67% | Q2 2020 | Q3 2023 | 13 |
MITCHELL CAPITAL MANAGEMENT CO | 13 | 13 | 0.42% | 0.90% | 1.42% | Q4 2018 | Q4 2021 | 13 |
JEPPSON WEALTH MANAGEMENT, LLC | 13 | 13 | 0.10% | 0.17% | 0.21% | Q3 2020 | Q3 2023 | 13 |
VAN STRUM & TOWNE INC. | 13 | 13 | 0.16% | 1.71% | 2.44% | Q3 2020 | Q3 2023 | 13 |
Visionary Wealth Advisors | 13 | 13 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Morningstar Investment Services LLC | 11 | 2 | 0.00% | 0.16% | 0.39% | Q2 2016 | Q3 2023 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.13% | 0.19% | 0.34% | Q3 2020 | Q3 2023 | 13 |
FormulaFolio Investments, LLC | 13 | 13 | 0.00% | 0.04% | 0.07% | Q2 2018 | Q2 2021 | 13 |
Annex Advisory Services, LLC | 13 | 13 | 0.04% | 0.47% | 0.79% | Q3 2020 | Q3 2023 | 13 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 9 | 1 | 0.00% | 0.02% | 0.07% | Q1 2018 | Q3 2023 | 13 |
Lone Pine Capital | 5 | 1 | 0.61% | 2.72% | 4.89% | Q2 2017 | Q3 2023 | 13 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 11 | 2 | 0.02% | 0.08% | 0.27% | Q4 2015 | Q4 2020 | 13 |
MinichMacGregor Wealth Management, LLC | 12 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2022 | 13 |
LITTLE HOUSE CAPITAL LLC | 10 | 3 | 0.18% | 0.36% | 0.76% | Q4 2018 | Q3 2023 | 13 |
CGN Advisors LLC | 13 | 13 | 0.18% | 0.29% | 0.44% | Q4 2020 | Q4 2023 | 13 |
Moloney Securities Asset Management, LLC | 13 | 13 | 0.12% | 0.18% | 0.34% | Q3 2020 | Q3 2023 | 13 |
Psagot Value Holdings Ltd. | 13 | 13 | 0.00% | 0.44% | 2.44% | Q3 2018 | Q3 2021 | 13 |
HOEY INVESTMENTS, INC | 9 | 2 | 0.01% | 0.18% | 0.36% | Q4 2019 | Q3 2023 | 13 |
Fragasso Group Inc. | 13 | 13 | 0.49% | 0.64% | 0.93% | Q4 2020 | Q4 2023 | 13 |
BURNS J W & CO INC/NY | 13 | 13 | 0.10% | 0.24% | 0.38% | Q3 2020 | Q3 2023 | 13 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12 | 1 | 0.01% | 0.34% | 0.68% | Q2 2018 | Q3 2023 | 13 |
Vectors Research Management, LLC | 8 | 5 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2022 | 13 |
VisionPoint Advisory Group, LLC | 13 | 13 | 0.14% | 0.85% | 3.46% | Q3 2020 | Q3 2023 | 13 |
Cohen Capital Management, Inc. | 13 | 13 | 0.04% | 0.68% | 1.01% | Q3 2020 | Q3 2023 | 13 |
Clear Perspective Advisors, LLC | 12 | 1 | 0.06% | 0.20% | 0.32% | Q2 2018 | Q4 2021 | 13 |
Stamos Capital Partners, L.P. | 7 | 2 | 0.20% | 0.60% | 1.34% | Q4 2018 | Q3 2023 | 13 |
TLWM | 13 | 13 | 0.26% | 0.54% | 2.55% | Q3 2020 | Q3 2023 | 13 |
JACKSON SQUARE CAPITAL, LLC | 12 | 1 | 0.13% | 1.38% | 2.14% | Q4 2019 | Q2 2023 | 13 |
Codex Capital, L.L.C. | 13 | 13 | 2.89% | 4.04% | 5.81% | Q3 2020 | Q3 2023 | 13 |
Skye Global Management LP | 6 | 2 | 0.08% | 0.67% | 1.90% | Q4 2017 | Q2 2022 | 13 |
Carnegie Capital Asset Management, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Boston Common Asset Management, LLC | 13 | 13 | 0.26% | 0.53% | 1.03% | Q3 2020 | Q3 2023 | 13 |
CVA Family Office, LLC | 13 | 13 | 0.00% | 0.05% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.02% | 0.06% | 0.07% | Q3 2020 | Q3 2023 | 13 |
White Elm Capital, LLC | 13 | 13 | 1.20% | 2.48% | 3.54% | Q3 2013 | Q3 2016 | 13 |
Deccan Value Investors L.P. | 13 | 13 | 7.04% | 14.00% | 19.46% | Q2 2020 | Q2 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.17% | 0.29% | 0.75% | Q3 2020 | Q3 2023 | 13 |
COOKSON PEIRCE & CO INC | 5 | 1 | 0.01% | 1.39% | 2.85% | Q4 2015 | Q3 2023 | 13 |
Buckley Wealth Management, LLC | 13 | 13 | 0.26% | 0.34% | 0.46% | Q1 2019 | Q1 2022 | 13 |
FNY Managed Accounts LLC | 3 | 1 | 0.00% | 0.11% | 0.43% | Q2 2014 | Q1 2017 | 13 |
Milestone Resources Group Ltd | 13 | 13 | 2.62% | 3.89% | 6.63% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.13% | 0.19% | 0.22% | Q3 2020 | Q3 2023 | 13 |
Traynor Capital Management, Inc. | 10 | 1 | 0.01% | 0.04% | 0.10% | Q1 2018 | Q3 2023 | 13 |
Lenox Wealth Management, Inc. | 13 | 13 | 0.02% | 0.04% | 0.08% | Q2 2017 | Q2 2020 | 13 |
Argent Advisors, Inc. | 12 | 1 | 0.02% | 0.44% | 0.65% | Q4 2019 | Q3 2023 | 13 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 10 | 3 | 0.13% | 0.15% | 0.19% | Q1 2020 | Q3 2023 | 13 |
BRANDYWINE MANAGERS, LLC | 13 | 13 | 0.28% | 1.68% | 3.27% | Q3 2020 | Q3 2023 | 13 |
Geller Advisors LLC | 10 | 3 | 0.04% | 0.10% | 0.15% | Q2 2020 | Q3 2023 | 13 |
Cedar Wealth Management, LLC | 12 | 1 | 0.00% | 0.10% | 0.14% | Q2 2018 | Q3 2023 | 13 |
FIRST SABREPOINT CAPITAL MANAGEMENT LP | 13 | 13 | 2.24% | 3.49% | 4.51% | Q3 2019 | Q3 2022 | 13 |
Avondale Wealth Management | 13 | 13 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q4 2021 | 13 |
GREENLEA LANE CAPITAL MANAGEMENT, LLC | 13 | 13 | 9.54% | 16.34% | 22.16% | Q1 2020 | Q1 2023 | 13 |
EAGLE GLOBAL ADVISORS LLC | 13 | 13 | 0.21% | 0.77% | 1.08% | Q3 2019 | Q3 2022 | 13 |
Beaumont Financial Partners, LLC | 13 | 13 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q3 2022 | 13 |
TOBAM | 13 | 13 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Grantham, Mayo, Van Otterloo & Co. LLC | 13 | 13 | 0.71% | 1.06% | 1.40% | Q3 2020 | Q3 2023 | 13 |
Pinnacle Holdings, LLC | 13 | 13 | 0.62% | 0.99% | 1.31% | Q3 2020 | Q3 2023 | 13 |
JONES FINANCIAL COMPANIES LLLP | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Appaloosa LP | 9 | 4 | 0.82% | 1.90% | 3.06% | Q1 2019 | Q1 2023 | 13 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 10 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 13 |
Nicholas Investment Partners, LP | 5 | 1 | 0.02% | 0.15% | 0.42% | Q2 2013 | Q3 2023 | 13 |
Cornerstone Capital, Inc. | 13 | 13 | 0.87% | 1.69% | 2.31% | Q3 2020 | Q3 2023 | 13 |
ROTHSCHILD INVESTMENT LLC /IL | 11 | 1 | 0.11% | 0.65% | 0.94% | Q3 2017 | Q3 2023 | 13 |
CASTLEARK MANAGEMENT LLC | 7 | 1 | 0.15% | 1.01% | 1.78% | Q2 2013 | Q2 2020 | 13 |
Frisch Financial Group, Inc. | 7 | 1 | 0.08% | 0.12% | 0.18% | Q4 2018 | Q3 2023 | 13 |
Spectrum Management Group, LLC | 9 | 1 | 0.00% | 0.03% | 0.32% | Q4 2015 | Q3 2022 | 13 |
Intrua Financial, LLC | 12 | 12 | 0.00% | 0.19% | 0.34% | Q2 2020 | Q1 2023 | 13 |
QUEST CAPITAL MANAGEMENT INC /ADV | 13 | 13 | 0.10% | 0.19% | 0.29% | Q4 2018 | Q4 2021 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.18% | 0.33% | 0.49% | Q3 2020 | Q3 2023 | 13 |
Moisand Fitzgerald Tamayo, LLC | 7 | 6 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 13 |
Sapphire Star Partners LP | 13 | 13 | 0.40% | 0.61% | 0.81% | Q4 2015 | Q4 2018 | 13 |
Emerson Point Capital LP | 13 | 13 | 0.21% | 3.12% | 9.43% | Q4 2018 | Q4 2021 | 13 |
Junto Capital Management LP | 9 | 4 | 0.36% | 1.38% | 3.21% | Q1 2019 | Q3 2023 | 13 |
PDS Planning, Inc | 13 | 13 | 0.04% | 0.09% | 0.13% | Q3 2020 | Q3 2023 | 13 |
ELEMENT CAPITAL MANAGEMENT LLC | 5 | 1 | 0.05% | 0.70% | 2.09% | Q2 2015 | Q3 2022 | 13 |
Vontobel Holding Ltd. | 12 | 12 | 0.25% | 0.36% | 0.81% | Q4 2020 | Q3 2023 | 13 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 7 | 1 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q1 2023 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.01% | 0.06% | Q2 2015 | Q2 2018 | 13 |
C-J Advisory, Inc. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2019 | 13 |
THOMAS WHITE INTERNATIONAL LTD | 13 | 13 | 0.07% | 0.12% | 0.22% | Q2 2020 | Q2 2023 | 13 |
FOUNDERS FINANCIAL SECURITIES LLC | 13 | 13 | 0.06% | 0.13% | 0.23% | Q3 2020 | Q3 2023 | 13 |
Magellan Asset Management Ltd | 13 | 13 | 0.00% | 0.15% | 0.48% | Q3 2020 | Q3 2023 | 13 |
PACES FERRY WEALTH ADVISORS, LLC | 13 | 13 | 0.51% | 0.94% | 1.27% | Q3 2020 | Q3 2023 | 13 |
Immersion Capital LLP | 13 | 13 | 0.42% | 17.84% | 34.69% | Q3 2020 | Q3 2023 | 13 |
BANK OF NOVA SCOTIA TRUST CO | 13 | 13 | 0.02% | 0.19% | 0.42% | Q3 2020 | Q3 2023 | 13 |
Baltimore-Washington Financial Advisors, Inc. | 13 | 13 | 0.41% | 0.70% | 1.02% | Q3 2020 | Q3 2023 | 13 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.55% | 0.73% | 0.87% | Q4 2020 | Q3 2023 | 12 |
WP Advisors, LLC | 11 | 1 | 0.04% | 0.41% | 0.64% | Q2 2018 | Q3 2023 | 12 |
Concord Wealth Partners | 12 | 12 | 0.05% | 0.09% | 0.13% | Q4 2020 | Q3 2023 | 12 |
SWS Partners | 5 | 2 | 0.00% | 0.38% | 0.94% | Q4 2017 | Q1 2021 | 12 |
Doyle Wealth Management | 10 | 1 | 0.01% | 1.24% | 2.22% | Q4 2018 | Q3 2022 | 12 |
Synergy Asset Management, LLC | 12 | 12 | 0.06% | 0.20% | 1.26% | Q4 2020 | Q3 2023 | 12 |
InterOcean Capital Group, LLC | 12 | 12 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Tuscan Ridge Asset Management LLC | 4 | 4 | 0.04% | 0.30% | 1.13% | Q4 2018 | Q3 2019 | 12 |
Telemark Asset Management, LLC | 7 | 2 | 1.00% | 2.31% | 3.66% | Q2 2013 | Q1 2019 | 12 |
Portland Hill Asset Management Ltd | 12 | 12 | 0.04% | 0.09% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Waypoint Wealth Partners Inc. | 12 | 12 | 0.08% | 0.16% | 0.47% | Q4 2020 | Q3 2023 | 12 |
Morse Asset Management, Inc | 10 | 2 | 0.09% | 0.33% | 0.65% | Q4 2018 | Q3 2023 | 12 |
Parkside Investments, LLC | 8 | 1 | 0.06% | 0.18% | 0.30% | Q3 2017 | Q3 2022 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.03% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Claybrook Capital, LLC | 9 | 1 | 0.03% | 0.82% | 1.67% | Q4 2018 | Q3 2023 | 12 |
Lazard Freres Gestion S.A.S. | 12 | 12 | 0.10% | 0.13% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Broadleaf Partners, LLC | 12 | 12 | 1.80% | 2.59% | 3.46% | Q2 2018 | Q1 2021 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.64% | 0.85% | 1.04% | Q4 2020 | Q3 2023 | 12 |
Capital Directions Investment Advisors, LLC | 6 | 2 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q4 2022 | 12 |
Neo Ivy Capital Management | 4 | 1 | 0.08% | 0.42% | 1.66% | Q1 2019 | Q2 2023 | 12 |
SUMMITRY LLC | 11 | 1 | 0.07% | 2.12% | 2.75% | Q1 2020 | Q3 2023 | 12 |
Gs Investments, Inc. | 12 | 12 | 0.63% | 1.34% | 3.42% | Q4 2020 | Q3 2023 | 12 |
Csenge Advisory Group | 8 | 1 | 0.01% | 0.05% | 0.10% | Q3 2018 | Q3 2023 | 12 |
Osborn Williams & Donohoe LLC | 10 | 1 | 0.04% | 0.13% | 0.31% | Q4 2015 | Q1 2020 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.09% | 0.16% | 0.30% | Q4 2018 | Q3 2021 | 12 |
Security National Bank | 12 | 12 | 0.65% | 0.97% | 1.27% | Q4 2019 | Q3 2022 | 12 |
Bordeaux Wealth Advisors LLC | 12 | 12 | 0.26% | 0.42% | 0.60% | Q4 2020 | Q3 2023 | 12 |
Wealth Management Partners, LLC | 12 | 12 | 0.74% | 0.97% | 1.20% | Q4 2020 | Q3 2023 | 12 |
Bond & Devick Financial Network, Inc. | 12 | 12 | 0.38% | 0.78% | 1.23% | Q4 2020 | Q3 2023 | 12 |
Alta Wealth Advisors LLC | 12 | 12 | 0.51% | 0.73% | 0.89% | Q4 2020 | Q3 2023 | 12 |
Central Asset Investments & Management Holdings (HK) Ltd | 3 | 1 | 0.05% | 1.68% | 4.83% | Q1 2018 | Q2 2023 | 12 |
Beacon Financial Advisory LLC | 8 | 1 | 0.13% | 0.19% | 0.32% | Q4 2019 | Q3 2023 | 12 |
Buffington Mohr McNeal | 9 | 1 | 0.00% | 0.14% | 0.24% | Q1 2019 | Q2 2023 | 12 |
CALIBER WEALTH MANAGEMENT, LLC | 12 | 12 | 0.96% | 1.41% | 1.72% | Q4 2020 | Q3 2023 | 12 |
Moser Wealth Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 12 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 12 | 12 | 0.05% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Ascent Wealth Partners, LLC | 8 | 4 | 0.19% | 0.34% | 0.50% | Q1 2020 | Q3 2023 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.06% | 0.22% | 0.39% | Q4 2020 | Q3 2023 | 12 |
Oak Harvest Investment Services | 12 | 12 | 0.16% | 1.31% | 2.34% | Q4 2020 | Q3 2023 | 12 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 7 | 2 | 0.03% | 0.14% | 0.48% | Q3 2013 | Q4 2022 | 12 |
Cohen Investment Advisors LLC | 12 | 12 | 1.10% | 1.54% | 1.87% | Q4 2020 | Q3 2023 | 12 |
Oder Investment Management, LLC | 12 | 12 | 0.56% | 0.82% | 1.15% | Q4 2020 | Q3 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.07% | 0.19% | 0.30% | Q4 2020 | Q3 2023 | 12 |
Connolly Sarah T. | 12 | 12 | 1.31% | 1.71% | 2.02% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.24% | 0.43% | 0.55% | Q4 2020 | Q3 2023 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.10% | 0.13% | 0.17% | Q2 2013 | Q1 2016 | 12 |
Colonial River Wealth Management, LLC | 12 | 12 | 0.16% | 0.46% | 1.60% | Q4 2020 | Q3 2023 | 12 |
Select Equity Group, L.P. | 7 | 4 | 0.00% | 0.27% | 0.60% | Q4 2019 | Q3 2023 | 12 |
PATRON PARTNERS, LLC | 12 | 12 | 0.19% | 0.35% | 0.54% | Q4 2020 | Q3 2023 | 12 |
Oxler Private Wealth LLC | 12 | 12 | 0.40% | 0.65% | 0.91% | Q4 2020 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.04% | 0.07% | 0.12% | Q4 2020 | Q3 2023 | 12 |
HOHIMER WEALTH MANAGEMENT, LLC | 12 | 12 | 0.68% | 0.88% | 1.09% | Q4 2019 | Q3 2022 | 12 |
AAFMAA Wealth Management & Trust LLC | 12 | 12 | 1.86% | 3.35% | 4.96% | Q4 2020 | Q3 2023 | 12 |
Independent Portfolio Consultants, Inc. | 11 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q2 2017 | 12 |
Vancity Investment Management Ltd | 12 | 12 | 1.39% | 2.95% | 3.99% | Q4 2020 | Q3 2023 | 12 |
Legal Advantage Investments, Inc. | 12 | 12 | 0.32% | 0.64% | 0.80% | Q4 2020 | Q3 2023 | 12 |
Nellore Capital Management LLC | 12 | 12 | 17.58% | 21.37% | 27.52% | Q4 2020 | Q3 2023 | 12 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4 | 1 | 0.00% | 0.06% | 0.37% | Q3 2017 | Q3 2023 | 12 |
SkyView Investment Advisors, LLC | 12 | 12 | 0.01% | 0.15% | 0.30% | Q4 2020 | Q3 2023 | 12 |
Maven Securities LTD | 6 | 1 | 0.01% | 0.23% | 1.48% | Q3 2018 | Q2 2023 | 12 |
Swedbank | 12 | 12 | 0.55% | 1.35% | 2.16% | Q1 2018 | Q4 2020 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.08% | 0.14% | 0.22% | Q4 2020 | Q3 2023 | 12 |
ENCOMPASS WEALTH ADVISORS, LLC | 12 | 12 | 0.10% | 0.18% | 0.27% | Q4 2020 | Q3 2023 | 12 |
Bard Financial Services, Inc. | 12 | 12 | 0.08% | 0.11% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Valley Brook Capital Group, Inc. | 12 | 12 | 0.19% | 0.64% | 0.90% | Q4 2020 | Q3 2023 | 12 |
KANALY TRUST CO | 12 | 12 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2016 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.06% | 0.11% | 0.16% | Q4 2020 | Q3 2023 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.09% | 0.18% | 0.23% | Q2 2013 | Q1 2016 | 12 |
MONETTA FINANCIAL SERVICES INC | 4 | 1 | 0.28% | 0.69% | 1.35% | Q1 2014 | Q3 2023 | 12 |
BOARDMAN BAY CAPITAL MANAGEMENT LLC | 3 | 1 | 0.49% | 2.54% | 5.92% | Q4 2014 | Q4 2021 | 12 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 6 | 3 | 0.15% | 0.72% | 1.77% | Q4 2018 | Q2 2022 | 12 |
Golden State Wealth Management, LLC | 9 | 3 | 0.10% | 0.17% | 0.28% | Q1 2019 | Q1 2022 | 12 |
Siemens Fonds Invest GmbH | 12 | 12 | 0.28% | 0.43% | 0.62% | Q4 2020 | Q3 2023 | 12 |
Cornerstone Advisors, LLC | 12 | 12 | 0.30% | 0.65% | 1.07% | Q4 2020 | Q3 2023 | 12 |
Advisors Capital Management, LLC | 9 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 12 |
Zions Bancorporation | 7 | 1 | 0.00% | 0.14% | 1.01% | Q1 2015 | Q3 2018 | 12 |
Bouvel Investment Partners, LLC | 12 | 12 | 1.58% | 2.21% | 2.66% | Q4 2020 | Q3 2023 | 12 |
Accel Wealth Management | 12 | 12 | 0.12% | 0.25% | 0.42% | Q4 2020 | Q3 2023 | 12 |
ROCKLAND TRUST CO | 12 | 12 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q3 2022 | 12 |
Angeles Investment Advisors, LLC | 4 | 1 | 0.02% | 0.04% | 0.09% | Q2 2019 | Q3 2023 | 12 |
WD RUTHERFORD LLC | 12 | 12 | 1.30% | 1.87% | 2.33% | Q4 2020 | Q3 2023 | 12 |
TECTONIC ADVISORS LLC | 12 | 12 | 0.07% | 0.15% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Polar Capital Holdings Plc | 12 | 12 | 0.08% | 0.49% | 0.81% | Q4 2020 | Q3 2023 | 12 |
Van Leeuwen & Company, LLC | 11 | 1 | 0.16% | 1.93% | 2.52% | Q3 2018 | Q3 2023 | 12 |
David J Yvars Group | 12 | 12 | 0.32% | 0.79% | 2.86% | Q4 2020 | Q3 2023 | 12 |
LCM Capital Management Inc | 12 | 12 | 0.44% | 0.59% | 0.70% | Q4 2020 | Q3 2023 | 12 |
NewEdge Wealth, LLC | 12 | 12 | 0.02% | 0.49% | 0.95% | Q4 2020 | Q3 2023 | 12 |
Kaizen Financial Strategies | 9 | 2 | 0.00% | 1.67% | 2.65% | Q4 2020 | Q3 2023 | 12 |
Jackson, Grant Investment Advisers, Inc. | 12 | 12 | 0.00% | 0.12% | 0.22% | Q4 2020 | Q3 2023 | 12 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.06% | 0.19% | Q4 2014 | Q3 2023 | 12 |
Renasant Bank | 12 | 12 | 0.33% | 0.65% | 1.28% | Q4 2020 | Q3 2023 | 12 |
Systematic Alpha Investments, LLC | 12 | 12 | 0.10% | 0.17% | 0.29% | Q4 2020 | Q3 2023 | 12 |
Trybe Capital Management LP | 12 | 12 | 4.54% | 6.83% | 9.34% | Q4 2020 | Q3 2023 | 12 |
TimesSquare Capital Management, LLC | 6 | 1 | 0.00% | 0.03% | 0.08% | Q2 2014 | Q2 2021 | 12 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 10 | 2 | 0.04% | 0.21% | 0.43% | Q3 2020 | Q3 2023 | 12 |
Foundry Partners, LLC | 7 | 2 | 0.01% | 0.18% | 0.65% | Q4 2013 | Q4 2021 | 12 |
Stelac Advisory Services LLC | 6 | 1 | 0.13% | 1.01% | 3.11% | Q3 2019 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
New England Research & Management, Inc. | 9 | 3 | 0.20% | 0.45% | 0.85% | Q3 2016 | Q1 2021 | 12 |
MAVERICK CAPITAL LTD | 6 | 1 | 0.00% | 1.26% | 4.41% | Q2 2013 | Q3 2023 | 12 |
Coatue Management | 6 | 1 | 0.14% | 1.11% | 3.36% | Q2 2014 | Q1 2023 | 12 |
Gerber Kawasaki Wealth & Investment Management | 12 | 12 | 0.01% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.03% | 0.07% | 0.12% | Q4 2018 | Q3 2021 | 12 |
Meridian Financial Partners LLC | 12 | 12 | 0.17% | 0.53% | 0.95% | Q4 2020 | Q3 2023 | 12 |
SFMG, LLC | 12 | 12 | 0.05% | 0.22% | 0.38% | Q4 2020 | Q3 2023 | 12 |
First Pacific Financial | 12 | 12 | 0.28% | 0.44% | 0.58% | Q4 2020 | Q3 2023 | 12 |
Rothschild Capital Partners, LLC | 8 | 4 | 0.78% | 2.15% | 5.38% | Q3 2015 | Q4 2020 | 12 |
Landsberg, Bennett, & Dubbaneh LLC | 12 | 12 | 0.22% | 0.47% | 0.72% | Q4 2018 | Q3 2021 | 12 |
SPINNAKER TRUST | 12 | 12 | 0.02% | 0.32% | 0.48% | Q4 2020 | Q3 2023 | 12 |
CAZ INVESTMENTS LP | 5 | 2 | 0.11% | 1.88% | 5.18% | Q1 2015 | Q1 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.13% | 0.22% | 0.31% | Q2 2013 | Q1 2016 | 12 |
EADS & HEALD WEALTH MANAGEMENT | 12 | 12 | 0.18% | 0.36% | 0.60% | Q4 2020 | Q3 2023 | 12 |
Probity Advisors, Inc. | 8 | 2 | 0.07% | 0.11% | 0.14% | Q2 2020 | Q3 2023 | 12 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.01% | 0.09% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Crumly & Associates Inc. | 10 | 2 | 0.12% | 0.21% | 0.32% | Q2 2020 | Q3 2023 | 12 |
WESTWOOD HOLDINGS GROUP INC | 12 | 12 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q4 2022 | 12 |
Principal Street Partners, LLC | 8 | 1 | 0.06% | 0.17% | 0.30% | Q1 2020 | Q3 2023 | 12 |
United Capital Management of KS, Inc. | 7 | 1 | 0.08% | 0.13% | 0.20% | Q3 2018 | Q4 2021 | 12 |
ALTFEST L J & CO INC | 12 | 12 | 0.10% | 0.18% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Chapman Investment Management, LLC | 12 | 12 | 1.82% | 2.67% | 3.59% | Q4 2019 | Q3 2022 | 12 |
COWEN AND COMPANY, LLC | 3 | 2 | 0.00% | 0.08% | 0.26% | Q2 2021 | Q3 2022 | 12 |
MEYER HANDELMAN CO | 12 | 12 | 0.06% | 0.22% | 0.29% | Q4 2020 | Q3 2023 | 12 |
W.G. Shaheen & Associates DBA Whitney & Co | 12 | 12 | 0.57% | 0.83% | 1.04% | Q4 2020 | Q3 2023 | 12 |
Certified Advisory Corp | 11 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2021 | 12 |
WATERS PARKERSON & CO., LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
NOVARE CAPITAL MANAGEMENT LLC | 12 | 12 | 0.46% | 0.77% | 1.08% | Q4 2020 | Q3 2023 | 12 |
DUALITY ADVISERS, LP | 3 | 1 | 0.03% | 0.31% | 0.78% | Q1 2019 | Q3 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.35% | 0.48% | 0.59% | Q4 2020 | Q3 2023 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.04% | 0.33% | 0.77% | Q4 2016 | Q3 2019 | 12 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 7 | 5 | 0.06% | 0.67% | 1.63% | Q4 2019 | Q3 2023 | 12 |
Atom Investors LP | 4 | 3 | 0.07% | 0.54% | 1.56% | Q4 2018 | Q3 2023 | 12 |
Callahan Advisors, LLC | 12 | 12 | 0.12% | 0.29% | 0.46% | Q4 2020 | Q3 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.02% | 0.17% | 0.40% | Q4 2016 | Q3 2019 | 12 |
WBH ADVISORY INC | 9 | 3 | 0.03% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.03% | 0.23% | 0.54% | Q4 2016 | Q3 2019 | 12 |
CHICKASAW CAPITAL MANAGEMENT LLC | 12 | 12 | 0.05% | 0.07% | 0.12% | Q4 2020 | Q3 2023 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.09% | 0.20% | Q2 2018 | Q1 2021 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.02% | 0.20% | 0.46% | Q4 2016 | Q3 2019 | 12 |
Hutchin Hill Capital, LP | 6 | 1 | 0.02% | 0.19% | 0.40% | Q2 2013 | Q4 2017 | 12 |
Optimus Prime Fund Management Co., Ltd. | 12 | 12 | 0.09% | 4.54% | 8.33% | Q2 2019 | Q1 2022 | 12 |
Aaron Wealth Advisors LLC | 12 | 12 | 0.09% | 0.23% | 0.58% | Q4 2020 | Q3 2023 | 12 |
Guinness Atkinson Asset Management Inc | 12 | 12 | 0.00% | 1.46% | 3.15% | Q4 2020 | Q3 2023 | 12 |
HRT FINANCIAL LP | 3 | 1 | 0.01% | 0.14% | 0.48% | Q2 2018 | Q3 2023 | 12 |
GPS Wealth Strategies Group, LLC | 9 | 3 | 0.19% | 1.00% | 1.70% | Q3 2020 | Q3 2023 | 12 |
MCIA Inc | 9 | 2 | 0.01% | 0.87% | 1.41% | Q2 2017 | Q3 2022 | 11 |
Pallas Capital Advisors LLC | 11 | 11 | 0.27% | 0.48% | 0.69% | Q1 2021 | Q3 2023 | 11 |
Sculati Wealth Management, LLC | 6 | 2 | 0.11% | 0.48% | 1.05% | Q3 2020 | Q3 2023 | 11 |
Tiger Eye Capital LLC | 11 | 11 | 0.81% | 1.62% | 5.10% | Q2 2018 | Q4 2020 | 11 |
MAGNOLIA CAPITAL ADVISORS LLC | 11 | 11 | 0.25% | 0.41% | 0.91% | Q1 2021 | Q3 2023 | 11 |
NFJ INVESTMENT GROUP, LLC | 11 | 11 | 0.00% | 0.24% | 0.67% | Q1 2021 | Q3 2023 | 11 |
BBT Capital Management, LLC | 6 | 1 | 0.03% | 0.66% | 1.33% | Q3 2015 | Q1 2018 | 11 |
Pensionmark Financial Group, LLC | 6 | 1 | 0.05% | 0.08% | 0.17% | Q4 2018 | Q3 2022 | 11 |
Transform Wealth, LLC | 9 | 2 | 0.30% | 0.76% | 1.10% | Q3 2016 | Q1 2022 | 11 |
Centric Wealth Management | 8 | 1 | 0.08% | 0.24% | 0.41% | Q2 2020 | Q2 2023 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.29% | 0.43% | 0.61% | Q4 2020 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.05% | 0.06% | 0.09% | Q4 2017 | Q2 2020 | 11 |
Interchange Capital Partners, LLC | 7 | 4 | 0.22% | 0.42% | 0.75% | Q4 2020 | Q3 2023 | 11 |
Traverso Chambers Private Wealth Management, LLC | 8 | 3 | 0.06% | 0.08% | 0.11% | Q2 2020 | Q3 2023 | 11 |
ROCKEFELLER FINANCIAL SERVICES INC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2017 | 11 |
C M BIDWELL & ASSOCIATES LTD | 5 | 1 | 0.00% | 0.22% | 0.49% | Q1 2018 | Q4 2021 | 11 |
FOX RUN MANAGEMENT, L.L.C. | 4 | 1 | 0.08% | 0.26% | 0.51% | Q4 2015 | Q3 2023 | 11 |
Signature Wealth Management Group | 11 | 11 | 0.43% | 0.78% | 1.03% | Q4 2020 | Q2 2023 | 11 |
Mengis Capital Management, Inc. | 11 | 11 | 0.04% | 0.06% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Teamwork Financial Advisors, LLC | 10 | 1 | 0.11% | 0.28% | 0.56% | Q4 2019 | Q3 2023 | 11 |
MAZAMA CAPITAL MANAGEMENT INC | 11 | 11 | 0.25% | 0.49% | 0.74% | Q2 2013 | Q4 2015 | 11 |
Sovereign Financial Group, Inc. | 7 | 4 | 0.08% | 0.15% | 0.37% | Q4 2020 | Q3 2023 | 11 |
CAXTON ASSOCIATES LP | 3 | 1 | 0.02% | 0.59% | 2.31% | Q3 2013 | Q3 2023 | 11 |
Connecticut Wealth Management, LLC | 9 | 2 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 11 |
Tennessee Valley Asset Management Partners | 9 | 2 | 0.08% | 0.11% | 0.15% | Q4 2020 | Q3 2023 | 11 |
Golden Green, Inc. | 9 | 2 | 0.26% | 0.79% | 1.22% | Q4 2020 | Q3 2023 | 11 |
Secure Asset Management, LLC | 11 | 11 | 0.12% | 0.24% | 0.36% | Q1 2021 | Q3 2023 | 11 |
DOLIVER ADVISORS, LP | 11 | 11 | 0.09% | 0.27% | 0.52% | Q2 2021 | Q4 2023 | 11 |
Bradley Mark J. | 11 | 11 | 1.22% | 1.54% | 1.92% | Q4 2020 | Q2 2023 | 11 |
THAMES CAPITAL MANAGEMENT LLC | 6 | 2 | 2.26% | 4.10% | 5.23% | Q1 2018 | Q3 2023 | 11 |
DELTA FINANCIAL ADVISORS LLC | 11 | 11 | 0.10% | 0.19% | 0.24% | Q1 2021 | Q3 2023 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.20% | 0.30% | 0.39% | Q4 2020 | Q2 2023 | 11 |
Strategic Wealth Management Group, LLC | 11 | 11 | 0.43% | 0.58% | 0.72% | Q4 2018 | Q2 2021 | 11 |
WNY Asset Management, LLC | 11 | 11 | 0.06% | 0.13% | 0.25% | Q1 2021 | Q3 2023 | 11 |
WT Wealth Management | 11 | 11 | 0.34% | 0.51% | 0.66% | Q3 2019 | Q1 2022 | 11 |
United Asset Strategies, Inc. | 8 | 2 | 0.00% | 0.05% | 0.21% | Q2 2020 | Q3 2023 | 11 |
Cinctive Capital Management LP | 7 | 1 | 0.04% | 0.85% | 1.73% | Q4 2019 | Q3 2023 | 11 |
Ohio National Investments, Inc. | 11 | 11 | 0.12% | 0.16% | 0.20% | Q2 2013 | Q4 2015 | 11 |
Sawyer & Company, Inc | 11 | 11 | 0.00% | 1.28% | 2.11% | Q1 2021 | Q3 2023 | 11 |
BOENNING & SCATTERGOOD, INC. | 11 | 11 | 0.10% | 0.12% | 0.16% | Q2 2020 | Q4 2022 | 11 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 10 | 1 | 0.05% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 11 |
Blueshift Asset Management, LLC | 5 | 1 | 0.03% | 0.42% | 1.49% | Q1 2019 | Q3 2023 | 11 |
MIRABELLA FINANCIAL SERVICES LLP | 4 | 2 | 0.14% | 0.35% | 0.63% | Q4 2019 | Q2 2023 | 11 |
Soltis Investment Advisors LLC | 6 | 1 | 0.03% | 0.06% | 0.17% | Q2 2020 | Q3 2023 | 11 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 9 | 1 | 0.17% | 1.58% | 2.90% | Q4 2014 | Q3 2023 | 11 |
CHILDRESS CAPITAL ADVISORS, LLC | 10 | 1 | 0.09% | 0.15% | 0.21% | Q4 2020 | Q3 2023 | 11 |
GoalVest Advisory LLC | 8 | 3 | 0.02% | 0.40% | 1.37% | Q4 2020 | Q4 2023 | 11 |
MCDONALD PARTNERS LLC | 11 | 11 | 0.06% | 0.21% | 1.34% | Q4 2020 | Q2 2023 | 11 |
LOGAN CAPITAL MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Marcum Wealth, LLC | 11 | 11 | 0.05% | 0.08% | 0.12% | Q1 2021 | Q3 2023 | 11 |
CORTLAND ASSOCIATES INC/MO | 11 | 11 | 1.42% | 2.00% | 2.56% | Q2 2020 | Q4 2022 | 11 |
State of Wyoming | 11 | 11 | 0.00% | 0.21% | 0.62% | Q1 2021 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q2 2023 | 11 |
Curated Wealth Partners LLC | 8 | 3 | 0.04% | 0.14% | 0.31% | Q4 2020 | Q3 2023 | 11 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 4 | 3 | 0.01% | 0.27% | 0.90% | Q2 2018 | Q3 2023 | 11 |
High Note Wealth, LLC | 8 | 3 | 0.12% | 0.90% | 1.37% | Q4 2020 | Q3 2023 | 11 |
Lavaca Capital LLC | 5 | 1 | 0.03% | 0.30% | 0.67% | Q3 2020 | Q1 2023 | 11 |
PROFFITT & GOODSON INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 11 |
MERIDIAN MANAGEMENT CO | 11 | 11 | 0.72% | 1.48% | 1.84% | Q1 2021 | Q3 2023 | 11 |
ALLEN OPERATIONS LLC | 11 | 11 | 0.35% | 0.66% | 0.88% | Q4 2016 | Q2 2019 | 11 |
Lantz Financial LLC | 8 | 3 | 0.09% | 0.13% | 0.20% | Q3 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.07% | 0.22% | 0.39% | Q1 2021 | Q3 2023 | 11 |
Brookfield Asset Management | 5 | 2 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q2 2023 | 11 |
AIA Group Ltd | 6 | 5 | 0.01% | 0.08% | 0.22% | Q4 2020 | Q3 2023 | 11 |
RV Capital GmbH | 11 | 11 | 14.34% | 20.09% | 23.43% | Q1 2021 | Q3 2023 | 11 |
SHEPHERD KAPLAN KROCHUK, LLC | 11 | 11 | 0.08% | 0.17% | 0.34% | Q2 2013 | Q4 2015 | 11 |
DF DENT & CO INC | 7 | 4 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2021 | 11 |
Poehling Capital Management, INC. | 8 | 3 | 0.04% | 0.10% | 0.17% | Q4 2017 | Q1 2022 | 11 |
NORTHSTAR ASSET MANAGEMENT LLC | 11 | 11 | 0.23% | 0.46% | 0.69% | Q4 2020 | Q2 2023 | 11 |
Hudson Canyon Capital Management | 7 | 4 | 1.03% | 1.37% | 1.64% | Q4 2020 | Q3 2023 | 11 |
TrinityPoint Wealth, LLC | 10 | 1 | 0.07% | 0.32% | 0.43% | Q2 2020 | Q3 2023 | 11 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 11 | 11 | 0.39% | 0.68% | 1.03% | Q1 2020 | Q3 2022 | 11 |
FORA Capital, LLC | 5 | 2 | 0.05% | 0.69% | 1.68% | Q4 2019 | Q3 2023 | 11 |
Kovitz Investment Group Partners, LLC | 11 | 11 | 0.26% | 1.51% | 1.99% | Q1 2021 | Q3 2023 | 11 |
Cottage Street Advisors LLC | 6 | 2 | 0.13% | 0.25% | 0.51% | Q2 2019 | Q3 2023 | 11 |
BERKSHIRE CAPITAL HOLDINGS INC | 11 | 11 | 0.00% | 3.12% | 7.82% | Q1 2018 | Q3 2020 | 11 |
Navalign, LLC | 11 | 11 | 0.35% | 0.64% | 0.87% | Q1 2021 | Q3 2023 | 11 |
Hodges Capital Management Inc. | 11 | 11 | 0.01% | 0.04% | 0.08% | Q1 2021 | Q3 2023 | 11 |
BHF Kleinwort Benson Group S.A. | 11 | 11 | 0.01% | 0.09% | 0.15% | Q3 2013 | Q1 2016 | 11 |
HBC Financial Services, PLLC | 9 | 2 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2022 | 11 |
NORTHSTAR ASSET MANAGEMENT INC | 11 | 11 | 2.34% | 3.02% | 3.53% | Q1 2021 | Q3 2023 | 11 |
MONECO Advisors, LLC | 11 | 11 | 0.08% | 0.11% | 0.15% | Q1 2021 | Q3 2023 | 11 |
Westwind Capital | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 11 |
INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV | 11 | 11 | 2.13% | 2.90% | 4.30% | Q1 2021 | Q3 2023 | 11 |
Fulcrum Capital LLC | 11 | 11 | 0.08% | 0.16% | 0.26% | Q1 2021 | Q3 2023 | 11 |
Foster Victor Wealth Advisors, LLC | 11 | 11 | 0.97% | 1.19% | 1.50% | Q1 2021 | Q3 2023 | 11 |
CHICAGO TRUST Co NA | 10 | 1 | 0.09% | 0.21% | 0.30% | Q4 2020 | Q3 2023 | 11 |
McCarthy Grittinger Financial Group, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 0.35% | 0.47% | 0.63% | Q2 2020 | Q4 2022 | 11 |
Point72 Middle East FZE | 4 | 4 | 0.03% | 0.35% | 0.74% | Q4 2022 | Q3 2023 | 11 |
SlateStone Wealth, LLC | 3 | 2 | 0.05% | 0.19% | 0.75% | Q1 2019 | Q3 2023 | 11 |
Activest Wealth Management | 11 | 11 | 0.03% | 0.12% | 0.38% | Q1 2021 | Q3 2023 | 11 |
Berkeley Capital Partners, LLC | 4 | 1 | 0.10% | 0.13% | 0.18% | Q3 2016 | Q3 2023 | 11 |
Ten Capital Wealth Advisors, LLC | 11 | 11 | 0.00% | 0.03% | 0.10% | Q4 2020 | Q2 2023 | 11 |
Stanley-Laman Group, Ltd. | 7 | 1 | 0.06% | 0.50% | 1.52% | Q2 2016 | Q3 2021 | 11 |
Legacy Advisors, LLC | 5 | 1 | 0.01% | 0.05% | 0.10% | Q3 2017 | Q3 2023 | 11 |
OSTRUM ASSET MANAGEMENT | 8 | 3 | 0.30% | 1.44% | 3.03% | Q4 2018 | Q3 2023 | 11 |
Bradley & Co. Private Wealth Management, LLC | 11 | 11 | 0.49% | 3.24% | 5.99% | Q1 2021 | Q3 2023 | 11 |
Annapolis Financial Services, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Cubic Asset Management, LLC | 11 | 11 | 0.07% | 0.10% | 0.12% | Q1 2021 | Q3 2023 | 11 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 11 |
WealthTrust Fairport, LLC | 5 | 2 | 0.00% | 0.08% | 0.41% | Q2 2013 | Q1 2019 | 11 |
HBK INVESTMENTS L P | 2 | 1 | 0.00% | 0.02% | 0.08% | Q2 2015 | Q2 2023 | 11 |
Blue Chip Wealth Management, Inc. | 11 | 11 | 0.26% | 0.76% | 0.97% | Q1 2018 | Q3 2020 | 11 |
Clark Capital Management Group, Inc. | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Costello Asset Management, INC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Stokes Family Office, LLC | 11 | 11 | 0.05% | 0.10% | 0.18% | Q1 2021 | Q3 2023 | 11 |
Honeycomb Asset Management LP | 5 | 1 | 1.62% | 4.36% | 7.04% | Q4 2018 | Q3 2023 | 11 |
INVERNESS COUNSEL LLC /NY/ | 11 | 11 | 0.11% | 1.42% | 2.62% | Q1 2020 | Q3 2022 | 11 |
M. Kulyk & Associates, LLC | 11 | 11 | 0.48% | 0.91% | 1.31% | Q1 2021 | Q3 2023 | 11 |
Capital Advisory Group Advisory Services, LLC | 9 | 1 | 0.05% | 0.19% | 0.32% | Q3 2020 | Q3 2023 | 11 |
Shorepoint Capital Partners LLC | 9 | 2 | 0.19% | 0.36% | 0.51% | Q4 2020 | Q3 2023 | 11 |
Rikoon Group, LLC | 11 | 11 | 0.34% | 0.41% | 0.51% | Q3 2018 | Q1 2021 | 11 |
Alecta Tjanstepension Omsesidigt | 11 | 11 | 0.34% | 0.95% | 1.28% | Q1 2021 | Q3 2023 | 11 |
Wolf Group Capital Advisors | 11 | 11 | 0.57% | 0.97% | 1.47% | Q1 2021 | Q3 2023 | 11 |
Pegasus Partners Ltd. | 9 | 2 | 0.03% | 0.06% | 0.11% | Q2 2020 | Q3 2023 | 11 |
Dash Acquisitions Inc. | 11 | 11 | 2.96% | 4.42% | 5.87% | Q1 2021 | Q3 2023 | 11 |
Euclid Advisors LLC | 6 | 5 | 0.08% | 0.30% | 0.68% | Q3 2013 | Q2 2016 | 11 |
FAYEZ SAROFIM & CO | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 11 |
Pacifica Partners Inc. | 8 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2023 | 11 |
Diligent Investors, LLC | 11 | 11 | 0.20% | 0.27% | 0.34% | Q1 2021 | Q3 2023 | 11 |
FIRST MIDWEST BANK TRUST DIVISION | 6 | 5 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q2 2016 | 11 |
Octavia Wealth Advisors, LLC | 11 | 11 | 0.14% | 0.18% | 0.21% | Q1 2021 | Q3 2023 | 11 |
NewSquare Capital LLC | 4 | 2 | 0.00% | 0.04% | 0.31% | Q3 2017 | Q3 2023 | 11 |
Hayden Royal, LLC | 10 | 1 | 0.13% | 0.33% | 1.02% | Q4 2018 | Q4 2021 | 11 |
FORTE CAPITAL LLC /ADV | 8 | 2 | 0.04% | 0.04% | 0.06% | Q2 2020 | Q2 2023 | 10 |
Jump Financial, LLC | 8 | 2 | 0.02% | 0.10% | 0.33% | Q1 2021 | Q3 2023 | 10 |
Hexavest Inc. | 10 | 10 | 0.00% | 0.27% | 0.50% | Q2 2019 | Q3 2021 | 10 |
Windsor Wealth Management, Inc. | 8 | 2 | 0.04% | 0.08% | 0.14% | Q3 2020 | Q2 2023 | 10 |
COASTLAND CAPITAL LLC | 6 | 1 | 0.10% | 0.52% | 0.75% | Q2 2013 | Q3 2015 | 10 |
QUATTRO FINANCIAL ADVISORS LLC | 10 | 10 | 0.19% | 1.01% | 3.14% | Q2 2021 | Q3 2023 | 10 |
Duquesne Family Office | 8 | 1 | 1.72% | 7.19% | 11.74% | Q2 2016 | Q2 2019 | 10 |
Bangor Savings Bank | 10 | 10 | 0.09% | 0.17% | 0.22% | Q2 2021 | Q3 2023 | 10 |
TCG Advisory Services, LLC | 6 | 1 | 0.06% | 0.13% | 0.18% | Q4 2020 | Q3 2023 | 10 |
Veracity Capital LLC | 7 | 1 | 0.05% | 0.10% | 0.12% | Q4 2019 | Q3 2023 | 10 |
Good Life Advisors, LLC | 7 | 3 | 0.02% | 0.12% | 0.44% | Q3 2020 | Q3 2023 | 10 |
IMC-Chicago, LLC | 8 | 8 | 0.00% | 0.05% | 0.23% | Q3 2020 | Q2 2022 | 10 |
Veery Capital, LLC | 7 | 3 | 0.14% | 0.18% | 0.26% | Q4 2020 | Q3 2023 | 10 |
Lee Capital Holdings LLC | 6 | 1 | 0.67% | 2.50% | 4.44% | Q2 2018 | Q2 2022 | 10 |
E Fund Management Co., Ltd. | 9 | 1 | 0.07% | 0.17% | 0.60% | Q1 2021 | Q3 2023 | 10 |
Perpetual Ltd | 4 | 3 | 0.03% | 0.36% | 0.70% | Q3 2016 | Q3 2023 | 10 |
CHEMICAL BANK | 9 | 1 | 0.03% | 0.17% | 0.38% | Q2 2016 | Q2 2019 | 10 |
Adams Chetwood Wealth Management LLC | 10 | 10 | 0.46% | 0.73% | 1.03% | Q4 2019 | Q1 2022 | 10 |
Alight Capital Management LP | 3 | 1 | 0.92% | 2.33% | 3.59% | Q4 2018 | Q1 2023 | 10 |
WESTPORT RESOURCES MANAGEMENT INC | 7 | 3 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2016 | 10 |
Ipswich Investment Management Co., Inc. | 9 | 1 | 0.01% | 0.22% | 0.43% | Q4 2018 | Q3 2023 | 10 |
Parisi Gray Wealth Management | 6 | 1 | 0.02% | 0.05% | 0.11% | Q4 2017 | Q3 2023 | 10 |
KB FINANCIAL PARTNERS, LLC | 7 | 3 | 0.00% | 0.03% | 0.08% | Q1 2021 | Q3 2023 | 10 |
Lucia Wealth Services, LLC | 10 | 10 | 0.05% | 0.59% | 1.23% | Q2 2018 | Q3 2020 | 10 |
American Research & Management Co. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2022 | 10 |
Graticule Asia Macro Advisors LLC | 5 | 1 | 0.02% | 0.49% | 1.12% | Q2 2015 | Q3 2019 | 10 |
EMINENCE CAPITAL, LP | 10 | 10 | 1.59% | 2.37% | 3.39% | Q2 2021 | Q3 2023 | 10 |
Lunia Capital LP | 8 | 2 | 0.77% | 2.37% | 3.35% | Q4 2017 | Q3 2020 | 10 |
EPIQ PARTNERS, LLC | 7 | 3 | 0.13% | 0.17% | 0.36% | Q3 2020 | Q3 2023 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.05% | 0.09% | 0.16% | Q2 2010 | Q3 2023 | 10 |
Syverson Strege & Co | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
MADDEN SECURITIES Corp | 8 | 1 | 0.01% | 0.93% | 1.40% | Q4 2019 | Q4 2022 | 10 |
Unigestion Holding SA | 6 | 4 | 0.01% | 0.55% | 1.50% | Q1 2020 | Q3 2022 | 10 |
Asio Capital, LLC | 8 | 2 | 0.74% | 0.93% | 1.12% | Q4 2020 | Q3 2023 | 10 |
JAMES INVESTMENT RESEARCH INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 10 |
Empire Capital Management, L.L.C. | 4 | 1 | 1.29% | 3.96% | 9.24% | Q2 2013 | Q4 2015 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.06% | 0.09% | Q1 2021 | Q3 2023 | 10 |
HAMILTON LANE ADVISORS LLC | 7 | 1 | 0.27% | 0.54% | 0.74% | Q2 2013 | Q4 2016 | 10 |
Mascoma Wealth Management LLC | 9 | 1 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 10 |
ALPHASIMPLEX GROUP, LLC | 5 | 5 | 0.35% | 0.71% | 1.30% | Q1 2018 | Q3 2020 | 10 |
Liontrust Investment Partners LLP | 9 | 1 | 0.03% | 0.15% | 0.29% | Q4 2020 | Q3 2023 | 10 |
CHELSEA COUNSEL CO | 7 | 1 | 0.05% | 0.10% | 0.15% | Q4 2013 | Q1 2022 | 10 |
Union Bancaire Privee Asset Management LLC | 10 | 10 | 2.05% | 2.41% | 3.12% | Q4 2018 | Q1 2021 | 10 |
Invictus RG | 3 | 1 | 0.00% | 0.82% | 3.63% | Q4 2015 | Q2 2019 | 10 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 10 | 10 | 0.05% | 0.19% | 0.45% | Q2 2013 | Q3 2015 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 10 |
BAXTER BROS INC | 9 | 1 | 0.06% | 0.09% | 0.13% | Q1 2021 | Q3 2023 | 10 |
CORNERSTONE ADVISORS INC | 6 | 1 | 0.00% | 0.16% | 0.32% | Q3 2015 | Q4 2021 | 10 |
Opes Wealth Management LLC | 7 | 3 | 0.07% | 0.09% | 0.12% | Q3 2020 | Q3 2023 | 10 |
BANK PICTET & CIE (ASIA) LTD | 10 | 10 | 0.06% | 0.26% | 0.48% | Q2 2021 | Q3 2023 | 10 |
Greenwich Wealth Management LLC | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 7 | 3 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 10 |
SP Asset Management | 10 | 10 | 0.59% | 0.85% | 1.40% | Q2 2020 | Q3 2022 | 10 |
Valmark Advisers, Inc. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Summit Financial, LLC | 10 | 10 | 0.04% | 0.23% | 0.35% | Q2 2021 | Q3 2023 | 10 |
GUARDIAN CAPITAL ADVISORS LP | 8 | 2 | 0.03% | 0.15% | 0.26% | Q1 2019 | Q2 2022 | 10 |
Yorktown Management & Research Co Inc | 4 | 1 | 0.05% | 0.15% | 0.36% | Q2 2013 | Q4 2021 | 10 |
EMFO, LLC | 10 | 10 | 0.03% | 0.21% | 0.41% | Q2 2021 | Q3 2023 | 10 |
Capital Advantage, Inc. | 7 | 1 | 0.05% | 0.09% | 0.14% | Q1 2014 | Q1 2021 | 10 |
Scott & Selber, Inc. | 5 | 1 | 0.35% | 0.90% | 1.67% | Q4 2013 | Q3 2023 | 10 |
Modera Wealth Management, LLC | 9 | 1 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 10 |
LexAurum Advisors, LLC | 8 | 1 | 0.07% | 0.10% | 0.15% | Q2 2020 | Q3 2023 | 10 |
OKABENA INVESTMENT SERVICES INC | 6 | 2 | 0.12% | 0.44% | 1.20% | Q4 2019 | Q3 2023 | 10 |
Ironwood Financial, llc | 9 | 1 | 0.00% | 0.05% | 0.13% | Q4 2014 | Q3 2021 | 10 |
Venator Capital Management Ltd. | 6 | 1 | 2.14% | 4.63% | 7.56% | Q1 2017 | Q1 2020 | 10 |
SAX WEALTH ADVISORS, LLC | 8 | 2 | 0.04% | 0.15% | 0.25% | Q4 2020 | Q2 2023 | 10 |
Opal Wealth Advisors, LLC | 7 | 3 | 0.12% | 0.24% | 0.36% | Q4 2020 | Q3 2023 | 10 |
Lion Street Advisors, LLC | 9 | 1 | 0.08% | 0.14% | 0.19% | Q1 2020 | Q3 2023 | 10 |
Spotlight Asset Group, Inc. | 6 | 1 | 0.22% | 0.37% | 0.44% | Q2 2020 | Q3 2023 | 10 |
Ranch Capital Advisors Inc. | 10 | 10 | 0.10% | 0.16% | 0.20% | Q3 2019 | Q4 2021 | 10 |
Pacific Wealth Strategies Group, Inc. | 10 | 10 | 0.47% | 0.85% | 1.35% | Q1 2020 | Q2 2022 | 10 |
CARRET ASSET MANAGEMENT, LLC | 10 | 10 | 0.04% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Tacita Capital Inc | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Salvus Wealth Management, LLC | 10 | 10 | 0.22% | 0.30% | 0.38% | Q2 2021 | Q3 2023 | 10 |
Clarus Wealth Advisors | 7 | 1 | 0.01% | 0.20% | 0.39% | Q2 2018 | Q2 2023 | 10 |
Hillman Capital Management, Inc. | 10 | 10 | 0.10% | 1.74% | 3.13% | Q2 2021 | Q3 2023 | 10 |
Cedar Brook Financial Partners, LLC | 8 | 2 | 0.06% | 0.11% | 0.16% | Q1 2019 | Q4 2021 | 10 |
QUANTRES ASSET MANAGEMENT Ltd | 4 | 1 | 0.28% | 1.00% | 2.29% | Q2 2015 | Q1 2019 | 10 |
NICHOLS & PRATT ADVISERS LLP /MA | 7 | 3 | 0.02% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 10 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q2 2022 | 10 |
CONTINENTAL ADVISORS LLC | 6 | 4 | 0.17% | 0.52% | 1.20% | Q1 2018 | Q4 2020 | 10 |
Pictet North America Advisors SA | 6 | 4 | 0.02% | 1.12% | 2.14% | Q1 2018 | Q1 2022 | 10 |
MORGAN JESS S & CO INC | 10 | 10 | 2.24% | 2.70% | 3.18% | Q4 2019 | Q1 2022 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q1 2017 | 10 |
Vision Capital Management, Inc. | 10 | 10 | 0.34% | 0.57% | 0.84% | Q2 2021 | Q3 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.03% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
WestEnd Advisors, LLC | 10 | 10 | 0.74% | 1.14% | 1.52% | Q2 2021 | Q3 2023 | 10 |
DAVIS SELECTED ADVISERS | 10 | 10 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q4 2015 | 10 |
RONALD BLUE & CO LLC | 10 | 10 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q3 2015 | 10 |
Camarda Financial Advisors, LLC | 6 | 2 | 0.01% | 0.19% | 0.95% | Q3 2015 | Q3 2023 | 10 |
ELEMENT POINTE ADVISORS, LLC | 10 | 10 | 0.24% | 0.42% | 0.59% | Q2 2020 | Q3 2022 | 10 |
FAGAN ASSOCIATES, INC. | 7 | 3 | 0.36% | 0.83% | 1.26% | Q2 2015 | Q2 2019 | 10 |
Wunderlich Capital Managemnt | 5 | 5 | 0.99% | 1.28% | 1.48% | Q1 2021 | Q3 2023 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 10 |
NZS Capital, LLC | 10 | 10 | 0.98% | 4.25% | 6.09% | Q2 2021 | Q3 2023 | 10 |
Pekin Hardy Strauss, Inc. | 10 | 10 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q3 2022 | 10 |
Twin Lakes Capital Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.06% | Q1 2021 | Q3 2023 | 10 |
Index Management Solutions, LLC | 10 | 10 | 0.00% | 0.09% | 0.43% | Q2 2013 | Q3 2015 | 10 |
IndexIQ Advisors LLC | 10 | 10 | 0.00% | 0.14% | 0.27% | Q4 2019 | Q1 2022 | 10 |
Ascension Asset Management LLC | 4 | 1 | 0.32% | 0.68% | 1.07% | Q1 2020 | Q2 2023 | 10 |
Amundi | 10 | 10 | 0.50% | 0.63% | 0.89% | Q2 2021 | Q3 2023 | 10 |
Contour Asset Management LLC | 7 | 1 | 2.06% | 4.29% | 6.35% | Q2 2013 | Q2 2022 | 10 |
AXS Investments LLC | 8 | 2 | 1.47% | 2.25% | 3.63% | Q1 2021 | Q3 2023 | 10 |
AM INVESTMENT STRATEGIES LLC | 10 | 10 | 0.11% | 0.13% | 0.20% | Q3 2020 | Q4 2022 | 10 |
Haverford Trust Co | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 10 |
GAMBLE JONES INVESTMENT COUNSEL | 10 | 10 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2022 | 10 |
Campbell & CO Investment Adviser LLC | 3 | 1 | 0.15% | 0.48% | 1.23% | Q3 2013 | Q3 2023 | 10 |
OTTER CREEK MANAGEMENT INC | 10 | 10 | 0.67% | 3.89% | 7.16% | Q2 2013 | Q3 2015 | 10 |
Delos Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.07% | Q2 2021 | Q3 2023 | 10 |
First Bancorp, Inc /ME/ | 9 | 1 | 0.40% | 0.59% | 0.77% | Q1 2021 | Q3 2023 | 10 |
Paragon Capital Management Ltd | 9 | 9 | 2.81% | 3.39% | 3.72% | Q3 2021 | Q3 2023 | 9 |
Everhart Financial Group, Inc. | 6 | 3 | 0.12% | 0.26% | 0.38% | Q2 2021 | Q3 2023 | 9 |
Vontobel Swiss Wealth Advisors AG | 9 | 9 | 0.20% | 0.25% | 0.36% | Q2 2019 | Q2 2021 | 9 |
Advisor Resource Council | 6 | 3 | 0.04% | 0.21% | 0.48% | Q2 2021 | Q3 2023 | 9 |
Centerpoint Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Core Alternative Capital | 9 | 9 | 0.00% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 9 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 5 | 1 | 0.16% | 0.61% | 1.32% | Q1 2020 | Q3 2023 | 9 |
Redwood Investment Management, LLC | 7 | 2 | 0.04% | 0.07% | 0.11% | Q2 2020 | Q4 2022 | 9 |
OAKMONT Corp | 9 | 9 | 3.05% | 4.33% | 4.69% | Q4 2018 | Q4 2020 | 9 |
NF Trinity Capital (Hong Kong) Ltd | 9 | 9 | 0.43% | 0.69% | 1.38% | Q4 2016 | Q4 2018 | 9 |
WADDELL & ASSOCIATES, LLC | 6 | 3 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 9 |
ROANOKE ASSET MANAGEMENT CORP/ NY | 9 | 9 | 0.28% | 1.20% | 1.86% | Q3 2021 | Q3 2023 | 9 |
ISTHMUS PARTNERS, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2017 | 9 |
DOHJ, LLC | 5 | 1 | 0.09% | 0.22% | 0.56% | Q3 2020 | Q3 2023 | 9 |
CAPITAL ADVISORS INC/OK | 7 | 2 | 0.01% | 0.42% | 0.82% | Q1 2017 | Q3 2021 | 9 |
Machina Capital S.A.S. | 6 | 1 | 0.29% | 0.68% | 1.38% | Q2 2019 | Q3 2023 | 9 |
Your Advocates Ltd., LLP | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Financial Enhancement Group LLC | 6 | 1 | 0.00% | 0.21% | 0.81% | Q1 2020 | Q3 2023 | 9 |
Pactiv General Employee Benefit Trust | 9 | 9 | 1.49% | 4.34% | 6.98% | Q2 2019 | Q2 2021 | 9 |
PICTET BANK & TRUST Ltd | 9 | 9 | 1.26% | 1.52% | 1.98% | Q3 2021 | Q3 2023 | 9 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.04% | 0.41% | 1.14% | Q1 2020 | Q2 2023 | 9 |
Psagot Value Holdings Ltd. / (Israel) | 9 | 9 | 0.60% | 1.19% | 2.44% | Q3 2021 | Q3 2023 | 9 |
Minot Wealth Management LLC | 9 | 9 | 0.09% | 0.79% | 1.41% | Q2 2020 | Q2 2022 | 9 |
STANSBERRY ASSET MANAGEMENT, LLC | 9 | 9 | 0.16% | 0.31% | 0.58% | Q3 2021 | Q3 2023 | 9 |
Bay Harbor Wealth Management, LLC | 5 | 2 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 9 |
CARILLON TOWER ADVISERS, INC. | 9 | 9 | 0.05% | 0.06% | 0.12% | Q4 2018 | Q4 2020 | 9 |
Price Wealth, LLC | 6 | 3 | 0.00% | 0.01% | 0.08% | Q4 2017 | Q3 2020 | 9 |
Cerro Pacific Wealth Advisors LLC | 8 | 1 | 0.12% | 0.21% | 0.28% | Q4 2020 | Q1 2023 | 9 |
New World Advisors LLC | 9 | 9 | 0.15% | 0.18% | 0.22% | Q3 2021 | Q3 2023 | 9 |
Squar Milner Financial Services LLC | 9 | 9 | 0.04% | 0.22% | 0.64% | Q2 2018 | Q2 2020 | 9 |
GYL FINANCIAL SYNERGIES, LLC | 6 | 1 | 0.04% | 0.13% | 0.18% | Q4 2018 | Q3 2023 | 9 |
BREAKLINE CAPITAL LLC | 3 | 1 | 2.33% | 4.63% | 6.65% | Q3 2018 | Q3 2022 | 9 |
H2O AM LLP | 9 | 9 | 0.56% | 1.15% | 2.28% | Q4 2018 | Q4 2020 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.03% | 0.06% | 0.14% | Q2 2021 | Q3 2023 | 9 |
LGL PARTNERS, LLC | 7 | 1 | 0.03% | 0.19% | 0.25% | Q4 2015 | Q3 2022 | 9 |
Passport Capital, LLC | 5 | 4 | 0.05% | 0.91% | 4.07% | Q1 2014 | Q3 2017 | 9 |
Estate Counselors, LLC | 8 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2022 | 9 |
FAIRFIELD, BUSH & CO. | 8 | 1 | 0.04% | 0.26% | 0.50% | Q4 2020 | Q2 2023 | 9 |
Centre Asset Management, LLC | 4 | 1 | 0.56% | 1.02% | 1.82% | Q2 2016 | Q3 2023 | 9 |
Legacy Private Trust Co. | 9 | 9 | 0.09% | 0.15% | 0.20% | Q3 2021 | Q3 2023 | 9 |
Country Club Trust Company, n.a. | 5 | 1 | 0.04% | 0.10% | 0.14% | Q3 2015 | Q4 2021 | 9 |
WISCONSIN CAPITAL MANAGEMENT LLC | 9 | 9 | 0.79% | 1.18% | 1.99% | Q4 2018 | Q4 2020 | 9 |
RiverPark Advisors, LLC | 9 | 9 | 0.49% | 1.42% | 2.07% | Q1 2018 | Q1 2020 | 9 |
Prentice Wealth Management LLC | 6 | 3 | 0.02% | 0.15% | 0.30% | Q1 2021 | Q3 2023 | 9 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 9 |
Railway Pension Investments Ltd | 9 | 9 | 0.12% | 0.29% | 0.53% | Q4 2018 | Q4 2020 | 9 |
Sullivan, Bruyette, Speros & Blaney, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q1 2021 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.21% | 0.31% | 0.37% | Q2 2013 | Q2 2015 | 9 |
Van Hulzen Asset Management, LLC | 6 | 1 | 0.07% | 0.27% | 0.76% | Q3 2020 | Q3 2023 | 9 |
Hunt Lane Capital LP | 7 | 2 | 2.64% | 5.57% | 12.72% | Q3 2019 | Q3 2022 | 9 |
Voit & Company, LLC | 8 | 8 | 0.00% | 0.88% | 2.56% | Q4 2018 | Q3 2020 | 9 |
Growth Interface Management LLC | 9 | 9 | 6.87% | 9.47% | 12.94% | Q4 2018 | Q4 2020 | 9 |
Fortis Capital Management LLC | 9 | 9 | 0.42% | 1.00% | 2.38% | Q1 2021 | Q1 2023 | 9 |
IVC Wealth Advisors LLC | 9 | 9 | 0.24% | 0.31% | 0.35% | Q3 2021 | Q3 2023 | 9 |
HONEYWELL INTERNATIONAL INC | 9 | 9 | 0.39% | 0.78% | 1.34% | Q4 2016 | Q4 2018 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.04% | 0.08% | 0.13% | Q3 2021 | Q3 2023 | 9 |
Blue Fin Capital, Inc. | 9 | 9 | 0.10% | 0.13% | 0.14% | Q3 2021 | Q3 2023 | 9 |
Accurate Wealth Management, LLC | 9 | 9 | 0.08% | 0.15% | 0.20% | Q3 2021 | Q3 2023 | 9 |
Axiom Investment Management LLC | 3 | 1 | 0.04% | 0.19% | 0.33% | Q1 2019 | Q3 2022 | 9 |
Oliver Luxxe Assets LLC | 9 | 9 | 0.41% | 0.60% | 0.81% | Q4 2016 | Q4 2018 | 9 |
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. | 9 | 9 | 0.53% | 4.55% | 7.07% | Q4 2020 | Q4 2022 | 9 |
IFS Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2023 | 9 |
Spark Investment Management LLC | 9 | 9 | 5.66% | 8.70% | 11.60% | Q3 2020 | Q3 2022 | 9 |
J. Goldman & Co LP | 3 | 1 | 0.01% | 0.56% | 1.83% | Q3 2013 | Q1 2023 | 9 |
Eidelman Virant Capital | 6 | 3 | 0.11% | 0.19% | 0.36% | Q2 2019 | Q2 2022 | 9 |
First National Bank of Hutchinson | 9 | 9 | 0.18% | 0.23% | 0.29% | Q3 2019 | Q3 2021 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.08% | 0.13% | 0.22% | Q3 2021 | Q3 2023 | 9 |
Sage Mountain Advisors LLC | 5 | 4 | 0.04% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 9 |
Johnson Midwest Financial, LLC | 9 | 9 | 0.00% | 0.01% | 0.04% | Q3 2021 | Q3 2023 | 9 |
LFA - Lugano Financial Advisors SA | 9 | 9 | 0.01% | 0.14% | 0.23% | Q3 2021 | Q3 2023 | 9 |
LEO BROKERAGE, LLC | 5 | 2 | 0.08% | 0.17% | 0.25% | Q3 2020 | Q2 2023 | 9 |
Bain Capital Public Equity Management, LLC | 5 | 4 | 0.40% | 1.39% | 2.50% | Q2 2014 | Q1 2019 | 9 |
Roberts Wealth Advisors, LLC | 9 | 9 | 0.96% | 1.18% | 1.43% | Q3 2021 | Q3 2023 | 9 |
TIGER MANAGEMENT L.L.C. | 3 | 1 | 0.11% | 1.96% | 3.86% | Q2 2018 | Q1 2023 | 9 |
Rosenberg Matthew Hamilton | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Walkner Condon Financial Advisors LLC | 9 | 9 | 0.10% | 0.18% | 0.36% | Q3 2021 | Q3 2023 | 9 |
Hotaling Investment Management, LLC | 9 | 9 | 0.73% | 0.82% | 1.03% | Q4 2018 | Q4 2020 | 9 |
Old North State Trust, LLC | 6 | 3 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q1 2023 | 9 |
Ashfield Capital Partners, LLC | 9 | 9 | 0.02% | 0.39% | 0.62% | Q3 2020 | Q3 2022 | 9 |
Mosaic Family Wealth, LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2019 | 9 |
ARS Wealth Advisors Group, LLC | 9 | 9 | 0.12% | 0.23% | 0.46% | Q3 2021 | Q3 2023 | 9 |
Essex LLC | 9 | 9 | 0.08% | 0.12% | 0.17% | Q3 2021 | Q3 2023 | 9 |
Summit X, LLC | 7 | 2 | 0.02% | 0.08% | 0.12% | Q3 2020 | Q2 2023 | 9 |
Tsai Capital Corp | 9 | 9 | 2.82% | 3.73% | 4.91% | Q4 2020 | Q4 2022 | 9 |
Menard Financial Group LLC | 8 | 1 | 0.30% | 0.76% | 1.09% | Q4 2019 | Q1 2022 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.40% | 0.79% | Q2 2021 | Q3 2023 | 9 |
Nicholas Hoffman & Company, LLC. | 6 | 3 | 0.01% | 0.02% | 0.06% | Q2 2021 | Q3 2023 | 9 |
Global Financial Private Capital, Inc | 8 | 1 | 0.00% | 0.04% | 0.08% | Q3 2017 | Q1 2020 | 9 |
Visium Asset Management, LP | 6 | 2 | 0.00% | 0.25% | 0.47% | Q2 2014 | Q2 2016 | 9 |
RIVERPARK CAPITAL MANAGEMENT LLC | 9 | 9 | 1.52% | 2.98% | 4.14% | Q1 2018 | Q1 2020 | 9 |
WAYCROSS PARTNERS, LLC | 9 | 9 | 0.16% | 0.59% | 0.86% | Q4 2020 | Q4 2022 | 9 |
One River Asset Management, LLC | 4 | 4 | 0.02% | 0.06% | 0.12% | Q4 2022 | Q3 2023 | 9 |
Wambolt & Associates, LLC | 9 | 9 | 0.39% | 0.44% | 0.48% | Q3 2021 | Q3 2023 | 9 |
Badgley Phelps Wealth Managers, LLC | 9 | 9 | 0.57% | 0.80% | 1.07% | Q3 2021 | Q3 2023 | 9 |
PARK CIRCLE Co | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Argentus Capital Management, LLC | 9 | 9 | 0.06% | 0.35% | 0.48% | Q3 2014 | Q3 2016 | 9 |
Cerebellum GP, LLC | 5 | 1 | 0.02% | 0.18% | 0.30% | Q4 2017 | Q2 2020 | 9 |
John W. Brooker & Co., CPAs | 9 | 9 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q4 2021 | 9 |
FIRST MERCHANTS CORP | 5 | 1 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 9 |
Leucadia National | 4 | 4 | 0.01% | 0.08% | 0.18% | Q4 2022 | Q3 2023 | 9 |
HARBOR CAPITAL ADVISORS, INC. | 9 | 9 | 0.80% | 1.86% | 3.33% | Q4 2021 | Q4 2023 | 9 |
Wellington Shields & Co., LLC | 8 | 1 | 0.02% | 0.18% | 1.26% | Q3 2019 | Q3 2023 | 9 |
Fortress Investment Group LLC | 7 | 1 | 0.00% | 0.03% | 0.17% | Q2 2013 | Q3 2015 | 9 |
Evolutionary Tree Capital Management, LLC | 6 | 3 | 0.13% | 0.21% | 0.33% | Q4 2020 | Q3 2023 | 9 |
Altshuler Shaham Ltd | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 9 |
STONNINGTON GROUP, LLC | 9 | 9 | 0.11% | 0.51% | 1.23% | Q1 2021 | Q1 2023 | 9 |
Investors Financial Group, LLC | 9 | 9 | 0.26% | 0.81% | 1.08% | Q4 2019 | Q4 2021 | 9 |
Pinnacle Summer Investments, Inc. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 9 |
Ameritas Investment Company, LLC | 4 | 2 | 0.00% | 0.05% | 0.14% | Q4 2018 | Q3 2021 | 9 |
Elk River Wealth Management, LLC | 9 | 9 | 0.48% | 0.79% | 1.00% | Q4 2020 | Q4 2022 | 9 |
SMITH, MOORE & CO. | 5 | 1 | 0.04% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 9 |
MONTAG & CALDWELL, LLC | 9 | 9 | 0.25% | 2.79% | 4.10% | Q4 2018 | Q4 2020 | 9 |
Gladius Capital Management LP | 4 | 1 | 0.01% | 0.13% | 0.61% | Q3 2019 | Q2 2022 | 9 |
FULLER & THALER ASSET MANAGEMENT, INC. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2018 | 9 |
Seven Bridges Advisors LLC | 9 | 9 | 0.55% | 0.70% | 0.96% | Q4 2015 | Q4 2017 | 9 |
Private Advisory Group LLC | 5 | 1 | 0.04% | 0.07% | 0.14% | Q3 2020 | Q3 2023 | 9 |
RNC CAPITAL MANAGEMENT LLC | 9 | 9 | 0.01% | 0.19% | 0.34% | Q1 2021 | Q1 2023 | 9 |
Athanor Capital, LP | 9 | 9 | 0.06% | 1.15% | 2.48% | Q3 2018 | Q3 2020 | 9 |
COUNTRY TRUST BANK | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2022 | 9 |
Financial Engines Advisors L.L.C. | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 9 |
Vantage Consulting Group Inc | 8 | 1 | 0.01% | 0.16% | 0.22% | Q4 2020 | Q3 2023 | 9 |
Brand Asset Management Group, Inc. | 9 | 9 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q1 2021 | 9 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.82% | 1.02% | 1.28% | Q3 2021 | Q2 2023 | 8 |
Alterity Financial Group, LLC | 6 | 1 | 1.39% | 2.41% | 3.44% | Q1 2021 | Q3 2023 | 8 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 5 | 3 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2020 | 8 |
GraniteShares Advisors LLC | 8 | 8 | 0.36% | 0.62% | 1.52% | Q4 2021 | Q3 2023 | 8 |
PAX Financial Group, LLC | 6 | 2 | 0.06% | 0.09% | 0.15% | Q1 2020 | Q1 2022 | 8 |
BURNEY CO/ | 4 | 1 | 0.01% | 0.13% | 0.37% | Q4 2019 | Q3 2023 | 8 |
Maxi Investments CY Ltd | 8 | 8 | 0.27% | 1.40% | 1.96% | Q4 2021 | Q3 2023 | 8 |
CastleKnight Management LP | 4 | 2 | 0.04% | 0.22% | 0.41% | Q1 2022 | Q3 2023 | 8 |
Revolve Wealth Partners, LLC | 8 | 8 | 0.07% | 0.11% | 0.17% | Q4 2021 | Q3 2023 | 8 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2021 | 8 |
REYNOLDS CAPITAL MANAGEMENT LLC | 6 | 2 | 0.19% | 0.31% | 0.45% | Q3 2013 | Q4 2015 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Alpha Paradigm Partners, LLC | 4 | 4 | 0.05% | 0.73% | 1.45% | Q4 2020 | Q4 2022 | 8 |
PALISADE CAPITAL MANAGEMENT, LP | 3 | 1 | 0.01% | 0.01% | 0.03% | Q4 2012 | Q4 2021 | 8 |
Mechanics Financial Corp | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
BNC WEALTH MANAGEMENT, LLC | 7 | 1 | 0.88% | 1.17% | 1.61% | Q3 2020 | Q3 2023 | 8 |
KWB Wealth | 7 | 1 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q2 2023 | 8 |
AMERICAN ASSET MANAGEMENT INC. | 8 | 8 | 0.14% | 0.18% | 0.27% | Q1 2018 | Q4 2019 | 8 |
COMMUNITY TRUST & INVESTMENT CO | 8 | 8 | 0.57% | 1.02% | 1.41% | Q4 2021 | Q3 2023 | 8 |
Catalyst Capital Advisors LLC | 5 | 1 | 0.00% | 0.52% | 0.79% | Q2 2014 | Q3 2021 | 8 |
LSV ASSET MANAGEMENT | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2021 | 8 |
Dorsal Capital Management, LP | 5 | 3 | 2.55% | 7.01% | 10.78% | Q3 2019 | Q3 2023 | 8 |
CONNABLE OFFICE INC | 4 | 4 | 0.24% | 0.38% | 0.54% | Q3 2021 | Q3 2023 | 8 |
ICON ADVISERS INC/CO | 5 | 1 | 0.06% | 0.23% | 0.69% | Q3 2014 | Q3 2023 | 8 |
ROVIN CAPITAL /UT/ /ADV | 8 | 8 | 0.20% | 0.26% | 0.30% | Q4 2021 | Q3 2023 | 8 |
BOSTON ADVISORS LLC | 8 | 8 | 0.01% | 0.20% | 0.57% | Q4 2017 | Q3 2019 | 8 |
MAIRS & POWER INC | 8 | 8 | 0.57% | 0.86% | 1.10% | Q4 2021 | Q3 2023 | 8 |
BAINCO INTERNATIONAL INVESTORS | 8 | 8 | 0.48% | 0.88% | 1.38% | Q1 2019 | Q4 2020 | 8 |
Industrial Alliance Investment Management Inc. | 8 | 8 | 0.04% | 0.32% | 0.59% | Q4 2021 | Q3 2023 | 8 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 5 | 3 | 0.07% | 0.10% | 0.13% | Q3 2021 | Q3 2023 | 8 |
Marathon Trading Investment Management LLC | 5 | 1 | 0.00% | 0.04% | 0.16% | Q4 2014 | Q3 2023 | 8 |
DAVIDSON & GARRARD INC | 8 | 8 | 0.06% | 0.07% | 0.10% | Q4 2015 | Q3 2017 | 8 |
DAVIDE LEONE & PARTNERS INVESTMENT Co LLP | 6 | 6 | 1.32% | 5.13% | 9.06% | Q1 2017 | Q2 2018 | 8 |
LBMC INVESTMENT ADVISORS, LLC | 7 | 1 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q1 2022 | 8 |
GLENVIEW STATE BANK TRUST DEPT. | 8 | 8 | 0.14% | 0.17% | 0.22% | Q3 2019 | Q2 2021 | 8 |
Otter Creek Advisors, LLC | 2 | 1 | 0.86% | 1.53% | 2.34% | Q1 2015 | Q1 2020 | 8 |
MARVIN & PALMER ASSOCIATES INC | 3 | 2 | 2.21% | 3.26% | 4.09% | Q1 2016 | Q3 2020 | 8 |
MARK ASSET MANAGEMENT LP | 7 | 1 | 0.80% | 1.85% | 2.77% | Q1 2018 | Q2 2022 | 8 |
Union Point Advisors, LLC | 7 | 7 | 2.73% | 4.40% | 6.08% | Q3 2013 | Q1 2015 | 8 |
Ayalon Insurance Comp Ltd. | 8 | 8 | 0.04% | 0.05% | 0.07% | Q1 2015 | Q4 2016 | 8 |
NatWest Group plc | 7 | 1 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q3 2015 | 8 |
Governors Lane LP | 7 | 7 | 0.27% | 1.95% | 6.08% | Q1 2022 | Q3 2023 | 8 |
Gideon Capital Advisors, Inc. | 3 | 1 | 0.22% | 0.67% | 1.25% | Q2 2014 | Q4 2019 | 8 |
Westbourne Investment Advisors, Inc. | 8 | 8 | 0.08% | 1.51% | 2.01% | Q4 2021 | Q3 2023 | 8 |
NORTHSTAR INVESTMENT ADVISORS LLC | 8 | 8 | 0.85% | 1.03% | 1.46% | Q3 2019 | Q2 2021 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.36% | 0.46% | 0.61% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.11% | 0.26% | 0.56% | Q4 2021 | Q3 2023 | 8 |
Lombard Odier Transatlantic Ltd | 8 | 8 | 0.07% | 0.09% | 0.11% | Q4 2014 | Q3 2016 | 8 |
SUMMIT FINANCIAL GROUP, INC. | 8 | 8 | 0.25% | 0.38% | 0.46% | Q3 2017 | Q2 2019 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.09% | 0.13% | 0.17% | Q2 2013 | Q1 2015 | 8 |
QUALCOMM INC/DE | 8 | 8 | 0.05% | 0.17% | 0.31% | Q2 2013 | Q1 2015 | 8 |
Orbis Allan Gray Ltd | 8 | 8 | 0.12% | 0.15% | 0.20% | Q1 2021 | Q4 2022 | 8 |
TIVERTON ASSET MANAGEMENT LLC | 8 | 8 | 0.05% | 0.34% | 0.56% | Q4 2017 | Q3 2019 | 8 |
Arbiter Partners Capital Management LLC | 7 | 1 | 0.01% | 0.65% | 1.03% | Q3 2013 | Q3 2015 | 8 |
HWG Holdings LP | 4 | 1 | 0.00% | 0.72% | 2.20% | Q4 2017 | Q4 2023 | 8 |
FT Options LLC | 3 | 3 | 0.00% | 0.07% | 0.20% | Q2 2016 | Q4 2016 | 8 |
HARVEST MANAGEMENT LLC | 3 | 1 | 0.13% | 0.87% | 2.38% | Q2 2013 | Q3 2023 | 8 |
APPROPRIATE BALANCE FINANCIAL SERVICES INC. | 8 | 8 | 0.26% | 0.33% | 0.43% | Q4 2015 | Q3 2017 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.16% | 0.22% | 0.25% | Q4 2014 | Q3 2016 | 8 |
STOCK YARDS BANK & TRUST CO | 8 | 8 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Karamaan Group, LLC | 8 | 8 | 0.62% | 3.05% | 4.53% | Q4 2013 | Q3 2015 | 8 |
UNITED MARITIME CAPITAL LLC | 8 | 8 | 0.77% | 1.51% | 2.81% | Q4 2020 | Q3 2022 | 8 |
Horan Securities, Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.14% | 0.19% | 0.22% | Q2 2013 | Q1 2015 | 8 |
Gilbert & Cook, Inc. | 3 | 1 | 0.08% | 0.10% | 0.17% | Q2 2017 | Q3 2023 | 8 |
ARGUS INVESTORS' COUNSEL, INC. | 8 | 8 | 0.20% | 0.28% | 0.41% | Q1 2019 | Q4 2020 | 8 |
Enlightenment Research, LLC | 4 | 1 | 0.20% | 1.00% | 3.00% | Q4 2018 | Q4 2021 | 8 |
ANDOR CAPITAL MANAGEMENT, L.L.C. | 6 | 2 | 1.36% | 2.34% | 3.35% | Q3 2013 | Q4 2015 | 8 |
American Financial Network Advisory Services LLC | 8 | 8 | 0.19% | 0.39% | 0.52% | Q3 2017 | Q2 2019 | 8 |
L2 Asset Management, LLC | 8 | 8 | 0.18% | 0.22% | 0.26% | Q4 2021 | Q3 2023 | 8 |
JUPITER ASSET MANAGEMENT LTD | 4 | 2 | 0.08% | 0.20% | 0.36% | Q2 2020 | Q3 2023 | 8 |
FIRST AMERICAN TRUST, FSB | 7 | 1 | 0.06% | 0.64% | 1.04% | Q1 2015 | Q2 2021 | 8 |
Blue Edge Capital, LLC | 8 | 8 | 0.21% | 0.30% | 0.44% | Q1 2019 | Q4 2020 | 8 |
Alkeon Capital Management | 3 | 1 | 0.30% | 0.54% | 1.04% | Q2 2019 | Q3 2022 | 8 |
TD Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 8 |
DENVER INVESTMENT ADVISORS LLC | 6 | 2 | 0.06% | 0.11% | 0.20% | Q3 2013 | Q2 2016 | 8 |
CURIAN CAPITAL LLC | 8 | 8 | 0.16% | 0.19% | 0.26% | Q2 2013 | Q1 2015 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.10% | 0.15% | 0.20% | Q4 2021 | Q3 2023 | 8 |
WFA Asset Management Corp | 8 | 8 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Perpetual Investment Management Ltd | 7 | 1 | 0.03% | 0.24% | 0.39% | Q4 2020 | Q4 2022 | 8 |
HMI Capital Management, L.P. | 8 | 8 | 1.22% | 11.48% | 23.98% | Q3 2019 | Q2 2021 | 8 |
BRR OpCo, LLC | 3 | 1 | 0.03% | 0.06% | 0.18% | Q1 2019 | Q3 2021 | 8 |
Financial Advisors Network, Inc. | 7 | 1 | 0.02% | 0.07% | 0.09% | Q4 2016 | Q1 2022 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 0.16% | 0.21% | 0.29% | Q4 2021 | Q3 2023 | 8 |
COWEN INC. | 5 | 1 | 0.02% | 0.41% | 1.08% | Q4 2013 | Q4 2018 | 8 |
Granite Investment Advisors, LLC | 4 | 1 | 0.04% | 0.42% | 0.66% | Q1 2019 | Q3 2021 | 8 |
Riverview Capital Advisers, LLC | 8 | 8 | 0.42% | 0.67% | 1.20% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Concert Wealth Management Inc. | 8 | 8 | 0.04% | 0.14% | 0.21% | Q2 2015 | Q1 2017 | 8 |
NorthCoast Asset Management LLC | 7 | 1 | 0.02% | 0.46% | 1.02% | Q2 2018 | Q3 2021 | 8 |
DRIVE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.14% | 0.35% | 0.56% | Q4 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.11% | 0.23% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Watermark Asset Management, Inc. | 8 | 8 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q4 2018 | 8 |
Biondo Investment Advisors, LLC | 8 | 8 | 1.17% | 1.35% | 1.67% | Q1 2019 | Q4 2020 | 8 |
Maytus Capital Management, LLC | 3 | 1 | 1.61% | 3.17% | 4.28% | Q4 2018 | Q4 2022 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.09% | 0.13% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Virtus Investment Advisers, Inc. | 6 | 2 | 0.06% | 0.26% | 0.37% | Q3 2016 | Q3 2023 | 8 |
Once Capital Management, LLC | 8 | 8 | 3.90% | 4.22% | 4.95% | Q4 2021 | Q3 2023 | 8 |
AlphaCore Capital LLC | 7 | 1 | 0.02% | 0.11% | 0.16% | Q1 2020 | Q3 2023 | 8 |
Pearl River Capital, LLC | 1 | 1 | 0.26% | 0.67% | 1.14% | Q1 2019 | Q3 2023 | 8 |
GDS Wealth Management | 8 | 8 | 0.65% | 1.41% | 2.12% | Q4 2021 | Q3 2023 | 8 |
Quantum Private Wealth, LLC | 8 | 8 | 0.63% | 0.86% | 1.05% | Q4 2021 | Q3 2023 | 8 |
Finer Wealth Management, Inc. | 8 | 8 | 1.30% | 1.77% | 2.33% | Q4 2021 | Q3 2023 | 8 |
AMS Capital Ltda | 4 | 1 | 0.57% | 2.60% | 4.87% | Q3 2019 | Q4 2021 | 8 |
Fortitude Advisory Group L.L.C. | 8 | 8 | 0.58% | 0.69% | 0.81% | Q4 2021 | Q3 2023 | 8 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.07% | 0.14% | 0.18% | Q1 2022 | Q3 2023 | 8 |
Sterling Investment Counsel, LLC | 8 | 8 | 0.18% | 0.32% | 0.38% | Q4 2021 | Q3 2023 | 8 |
FSC Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.08% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.16% | 0.31% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Comprehensive Financial Consultants Institutional, Inc. | 8 | 8 | 0.51% | 0.62% | 0.75% | Q4 2021 | Q3 2023 | 8 |
FirstPurpose Wealth LLC | 8 | 8 | 0.27% | 0.35% | 0.44% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.06% | 0.11% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.02% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Rainsberger Wealth Advisors, Inc. | 8 | 8 | 0.42% | 0.60% | 0.76% | Q4 2021 | Q3 2023 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.41% | 0.59% | 0.68% | Q4 2021 | Q3 2023 | 8 |
Future Fund LLC | 8 | 8 | 0.37% | 1.06% | 3.55% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.03% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.00% | 0.03% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
REGATTA CAPITAL GROUP, LLC | 8 | 8 | 0.28% | 0.46% | 0.67% | Q4 2021 | Q3 2023 | 8 |
EFG Asset Management (North America) Corp. | 8 | 8 | 0.10% | 0.23% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.01% | 0.22% | 0.87% | Q4 2021 | Q3 2023 | 8 |
LGT Group Foundation | 8 | 8 | 0.10% | 0.15% | 0.34% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
PURSUE WEALTH PARTNERS LLC | 8 | 8 | 0.39% | 0.91% | 1.84% | Q4 2021 | Q3 2023 | 8 |
MainStreet Investment Advisors LLC | 4 | 4 | 0.02% | 0.03% | 0.12% | Q1 2020 | Q1 2022 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.07% | 0.25% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Seaport Global Advisors, LLC | 8 | 8 | 0.57% | 1.41% | 2.32% | Q4 2021 | Q3 2023 | 8 |
MIG Capital, LLC | 8 | 8 | 2.75% | 4.25% | 5.47% | Q2 2020 | Q1 2022 | 8 |
KRS Capital Management, LLC | 8 | 8 | 1.04% | 1.18% | 1.26% | Q4 2021 | Q3 2023 | 8 |
KRAEMATON INVESTMENT ADVISORS, INC | 8 | 8 | 0.55% | 0.76% | 0.86% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.10% | 0.13% | 0.14% | Q4 2021 | Q3 2023 | 8 |
GUERRA PAN ADVISORS, LLC | 8 | 8 | 0.96% | 1.23% | 1.47% | Q4 2021 | Q3 2023 | 8 |
UNIO CAPITAL LLC | 8 | 8 | 2.31% | 3.10% | 3.70% | Q4 2020 | Q3 2022 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
NORTHSTAR CAPITAL MANAGEMENT LLC | 8 | 8 | 2.23% | 3.00% | 3.46% | Q4 2017 | Q3 2019 | 8 |
Covestor Ltd | 8 | 8 | 0.06% | 0.08% | 0.16% | Q4 2021 | Q3 2023 | 8 |
HILL ISLAND FINANCIAL LLC | 8 | 8 | 0.13% | 0.18% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Zullo Investment Group, Inc. | 8 | 8 | 0.08% | 0.14% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.01% | 0.03% | 0.08% | Q4 2021 | Q3 2023 | 8 |
HERBST GROUP, LLC | 8 | 8 | 0.88% | 1.35% | 1.58% | Q4 2021 | Q3 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
BESSEMER SECURITIES LLC | 8 | 8 | 0.25% | 0.33% | 0.46% | Q4 2018 | Q3 2020 | 8 |
All Terrain Financial Advisors, LLC | 8 | 8 | 0.12% | 0.14% | 0.18% | Q4 2017 | Q3 2019 | 8 |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 8 | 8 | 0.35% | 0.51% | 0.72% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.59% | 0.86% | 1.02% | Q4 2021 | Q3 2023 | 8 |
BLODGETT WEALTH ADVISORS, LLC | 8 | 8 | 0.56% | 0.73% | 1.07% | Q4 2021 | Q3 2023 | 8 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 8 | 8 | 0.01% | 0.07% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Burleson & Company, LLC | 8 | 8 | 0.01% | 0.34% | 0.75% | Q1 2021 | Q4 2022 | 8 |
Sonora Investment Management Group, LLC | 8 | 8 | 0.03% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
TCWP LLC | 8 | 8 | 0.06% | 0.11% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Western Pacific Wealth Management, LP | 8 | 8 | 0.50% | 0.65% | 0.76% | Q4 2021 | Q3 2023 | 8 |
JMAC ENTERPRISES LLC | 8 | 8 | 0.15% | 0.19% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Financial Connections Group, Inc. | 8 | 8 | 0.04% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Peterson Wealth Services | 8 | 8 | 0.15% | 0.46% | 1.28% | Q4 2021 | Q3 2023 | 8 |
GHP Investment Advisors, Inc. | 7 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 8 |
China Universal Asset Management Co., Ltd. | 8 | 8 | 1.11% | 2.11% | 2.86% | Q4 2021 | Q3 2023 | 8 |
Bowman & Co S.C. | 8 | 8 | 0.25% | 0.45% | 0.62% | Q4 2021 | Q3 2023 | 8 |
Synergy Financial Group, LTD | 8 | 8 | 0.50% | 0.62% | 0.76% | Q4 2021 | Q3 2023 | 8 |
CAPITAL PERFORMANCE ADVISORS LLP | 8 | 8 | 0.12% | 0.17% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Consilium Wealth Advisory, LLC | 8 | 8 | 0.32% | 0.54% | 0.74% | Q4 2021 | Q3 2023 | 8 |
Stiles Financial Services Inc | 8 | 8 | 0.24% | 0.34% | 0.44% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 0.22% | 0.39% | 0.68% | Q4 2021 | Q3 2023 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.05% | 0.08% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Highview Capital Management LLC/DE/ | 8 | 8 | 0.13% | 0.25% | 0.49% | Q4 2021 | Q3 2023 | 8 |
Masso Torrence Wealth Management Inc. | 8 | 8 | 0.33% | 0.48% | 0.60% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Ionic Capital Management LLC | 2 | 1 | 0.04% | 0.63% | 2.35% | Q2 2014 | Q1 2022 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.03% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Pine Haven Investment Counsel, Inc | 8 | 8 | 0.25% | 0.33% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.17% | 0.23% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Wayfinding Financial, LLC | 8 | 8 | 0.23% | 0.25% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Employers Holdings, Inc. | 8 | 8 | 0.23% | 0.46% | 0.80% | Q2 2019 | Q1 2021 | 8 |
IBERIABANK CORP | 8 | 8 | 0.38% | 0.84% | 1.06% | Q3 2018 | Q2 2020 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.64% | 0.76% | 1.09% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.10% | 0.17% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Iyo Bank, Ltd. | 8 | 8 | 2.39% | 3.74% | 5.09% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 8 |
Union Investments & Development Ltd. | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Riggs Asset Managment Co. Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q4 2018 | 8 |
DB Fitzpatrick & Co, Inc | 8 | 8 | 0.75% | 1.27% | 2.06% | Q4 2021 | Q3 2023 | 8 |
Wahed Invest LLC | 8 | 8 | 0.86% | 1.12% | 1.59% | Q4 2021 | Q3 2023 | 8 |
Indiana Trust & Investment Management CO | 4 | 1 | 0.13% | 0.14% | 0.19% | Q3 2020 | Q3 2023 | 8 |
LEVIN CAPITAL STRATEGIES, L.P. | 7 | 1 | 0.02% | 0.03% | 0.07% | Q1 2017 | Q1 2022 | 8 |
Blue Barn Wealth, LLC | 5 | 3 | 0.19% | 0.26% | 0.35% | Q3 2021 | Q3 2023 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 1.71% | 2.02% | 2.38% | Q4 2021 | Q3 2023 | 8 |
Bank of New Hampshire | 8 | 8 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Gordian Capital Singapore Pte Ltd | 8 | 8 | 0.20% | 0.27% | 0.54% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.13% | 0.41% | 0.67% | Q4 2020 | Q3 2022 | 8 |
Princeton Global Asset Management LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 8 |
Yarbrough Capital, LLC | 8 | 8 | 0.79% | 0.94% | 1.18% | Q4 2021 | Q3 2023 | 8 |
Hennion & Walsh Asset Management, Inc. | 6 | 2 | 0.03% | 0.11% | 0.18% | Q1 2021 | Q3 2023 | 8 |
Koss-Olinger Consulting, LLC | 5 | 3 | 0.04% | 0.12% | 0.20% | Q1 2021 | Q3 2023 | 8 |
Bain Capital Public Equity Management II, LLC | 5 | 1 | 0.44% | 2.11% | 5.09% | Q2 2019 | Q3 2022 | 8 |
TWINBEECH CAPITAL LP | 5 | 1 | 0.04% | 0.90% | 1.29% | Q4 2020 | Q3 2023 | 8 |
Rail-Splitter Capital Management, LLC | 8 | 8 | 1.92% | 2.62% | 3.15% | Q1 2015 | Q4 2016 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.10% | 0.34% | 0.69% | Q4 2021 | Q3 2023 | 8 |
Capitolis Advisors LLC | 8 | 8 | 0.00% | 0.18% | 0.58% | Q4 2020 | Q3 2022 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.26% | 0.33% | 0.37% | Q4 2021 | Q3 2023 | 8 |
SYNTAX ADVISORS, LLC | 8 | 8 | 0.26% | 0.27% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Cornerstone Wealth Group, LLC | 7 | 1 | 0.06% | 0.35% | 0.64% | Q1 2019 | Q3 2023 | 8 |
Connectus Wealth, LLC | 8 | 8 | 0.45% | 0.70% | 1.10% | Q4 2021 | Q3 2023 | 8 |
Airain ltd | 3 | 1 | 0.03% | 0.29% | 0.90% | Q3 2014 | Q2 2017 | 8 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 8 | 8 | 0.05% | 0.30% | 0.80% | Q3 2020 | Q2 2022 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.34% | 1.55% | 2.53% | Q4 2021 | Q3 2023 | 8 |
Sierra Capital LLC | 8 | 8 | 0.00% | 0.05% | 0.07% | Q1 2021 | Q4 2022 | 8 |
Absoluto Partners Gestao de Recursos Ltda | 6 | 2 | 0.34% | 0.81% | 1.66% | Q4 2020 | Q3 2023 | 8 |
EverPoint Asset Management, LLC | 5 | 1 | 0.00% | 0.13% | 0.43% | Q2 2014 | Q4 2016 | 8 |
Blueprint Investment Partners LLC | 3 | 2 | 0.16% | 0.21% | 0.38% | Q3 2020 | Q3 2023 | 8 |
OPTIONS SOLUTIONS, LLC | 8 | 8 | 1.12% | 1.32% | 1.46% | Q4 2021 | Q3 2023 | 8 |
SAGE PRIVATE WEALTH GROUP, LLC | 8 | 8 | 0.19% | 0.27% | 0.43% | Q4 2020 | Q3 2022 | 8 |
Greystone Financial Group, LLC | 6 | 2 | 0.11% | 0.27% | 0.46% | Q3 2021 | Q3 2023 | 8 |
Financial Avengers, Inc. | 5 | 3 | 0.00% | 0.16% | 0.32% | Q4 2020 | Q2 2023 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q4 2022 | 8 |
Orin Green Financial, LLC | 7 | 1 | 0.72% | 1.35% | 2.52% | Q3 2021 | Q3 2023 | 8 |
Addison Advisors LLC | 8 | 8 | 0.01% | 0.08% | 0.16% | Q4 2021 | Q3 2023 | 8 |
LifePlan Financial Group, Inc | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.02% | Q4 2021 | Q3 2023 | 8 |
AMJ Financial Wealth Management | 8 | 8 | 0.12% | 1.44% | 2.58% | Q2 2020 | Q1 2022 | 8 |
Altus Wealth Group LLC | 8 | 8 | 0.10% | 0.21% | 0.25% | Q4 2020 | Q3 2022 | 8 |
Platte River Wealth Advisors, LLC | 7 | 1 | 0.56% | 1.21% | 1.46% | Q4 2019 | Q4 2021 | 8 |
Indie Asset Partners, LLC | 5 | 3 | 0.15% | 0.26% | 0.38% | Q4 2019 | Q4 2021 | 8 |
MRA Advisory Group | 6 | 2 | 0.15% | 0.22% | 0.28% | Q4 2020 | Q2 2023 | 8 |
Sonen Capital LLC | 8 | 8 | 0.46% | 0.99% | 1.53% | Q4 2021 | Q3 2023 | 8 |
Epoch Investment Partners, Inc. | 8 | 8 | 0.08% | 0.64% | 0.87% | Q4 2021 | Q3 2023 | 8 |
Texas Capital Bank Wealth Management Services Inc | 5 | 3 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 8 |
Houlihan Financial Resource Group, Ltd. | 5 | 1 | 0.61% | 1.16% | 2.03% | Q4 2019 | Q3 2023 | 8 |
AlphaStar Capital Management, LLC | 6 | 1 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q2 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q3 2020 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2018 | 7 |
Lumina Fund Management LLC | 7 | 7 | 0.26% | 0.36% | 0.48% | Q1 2022 | Q3 2023 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.54% | 0.69% | 0.81% | Q1 2022 | Q3 2023 | 7 |
PRIVATE CAPITAL MANAGEMENT LLC | 3 | 1 | 0.07% | 0.10% | 0.18% | Q3 2020 | Q3 2023 | 7 |
Amica Retiree Medical Trust | 7 | 7 | 0.76% | 1.49% | 1.72% | Q1 2022 | Q3 2023 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q1 2021 | 7 |
Omnia Family Wealth, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2019 | 7 |
PARTHENON LLC | 7 | 7 | 0.04% | 0.06% | 0.07% | Q1 2021 | Q3 2022 | 7 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.03% | 0.04% | Q1 2015 | Q3 2016 | 7 |
GM Advisory Group, LLC | 6 | 1 | 0.02% | 0.07% | 0.22% | Q4 2020 | Q3 2022 | 7 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 7 | 7 | 0.36% | 1.08% | 1.37% | Q1 2018 | Q3 2019 | 7 |
Jupiter Wealth Management LLC | 7 | 7 | 0.20% | 0.82% | 2.02% | Q3 2020 | Q1 2022 | 7 |
Bach Option Ltd | 2 | 2 | 0.13% | 0.66% | 1.34% | Q3 2017 | Q4 2019 | 7 |
Steward Financial Group LLC | 4 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Abacus Planning Group, Inc. | 4 | 3 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q3 2023 | 7 |
ISLAY CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.02% | 0.15% | 0.32% | Q3 2020 | Q1 2022 | 7 |
Independent Franchise Partners LLP | 7 | 7 | 3.03% | 5.11% | 7.07% | Q1 2022 | Q3 2023 | 7 |
Berger Financial Group, Inc | 4 | 3 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 7 |
Egerton Capital (UK) LLP | 4 | 1 | 0.70% | 1.86% | 2.66% | Q4 2017 | Q4 2021 | 7 |
Pinion Investment Advisors, LLC | 7 | 7 | 0.18% | 0.25% | 0.36% | Q4 2020 | Q2 2022 | 7 |
FALCON POINT CAPITAL, LLC | 4 | 3 | 0.06% | 0.56% | 1.23% | Q3 2013 | Q1 2016 | 7 |
Vise Technologies, Inc. | 7 | 7 | 0.07% | 0.09% | 0.12% | Q1 2022 | Q3 2023 | 7 |
JB Capital LLC | 4 | 3 | 0.02% | 0.05% | 0.09% | Q3 2021 | Q3 2023 | 7 |
IMS Capital Management | 5 | 2 | 0.40% | 0.47% | 0.60% | Q2 2020 | Q1 2022 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.21% | 0.78% | 1.04% | Q4 2021 | Q2 2023 | 7 |
Beaton Management Co. Inc. | 4 | 3 | 0.14% | 0.16% | 0.18% | Q2 2021 | Q3 2023 | 7 |
Capstone Triton Financial Group, LLC | 7 | 7 | 0.75% | 0.94% | 1.02% | Q1 2022 | Q3 2023 | 7 |
BTG Pactual Global Asset Management Ltd | 3 | 1 | 0.08% | 0.38% | 0.67% | Q3 2013 | Q3 2022 | 7 |
AMICA MUTUAL INSURANCE CO | 7 | 7 | 0.80% | 1.30% | 1.40% | Q1 2022 | Q3 2023 | 7 |
Citizens National Bank Trust Department | 7 | 7 | 0.03% | 0.08% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Mint Tower Capital Management B.V. | 2 | 1 | 0.07% | 0.41% | 0.83% | Q4 2017 | Q4 2019 | 7 |
COLLECTIVE FAMILY OFFICE LLC | 5 | 1 | 0.09% | 0.14% | 0.17% | Q4 2020 | Q3 2023 | 7 |
FERNBRIDGE CAPITAL MANAGEMENT LP | 7 | 7 | 5.18% | 10.67% | 15.24% | Q1 2022 | Q3 2023 | 7 |
Folger Hill Asset Management LP | 3 | 1 | 0.13% | 0.95% | 1.48% | Q4 2015 | Q1 2018 | 7 |
RENAISSANCE GROUP LLC | 4 | 3 | 1.15% | 1.32% | 1.54% | Q1 2020 | Q3 2023 | 7 |
Five Oceans Advisors | 4 | 3 | 0.15% | 0.22% | 0.41% | Q3 2021 | Q3 2023 | 7 |
CenterBook Partners LP | 7 | 7 | 0.09% | 0.27% | 0.52% | Q1 2022 | Q3 2023 | 7 |
Confluence Wealth Services, Inc. | 4 | 3 | 0.08% | 0.11% | 0.15% | Q4 2021 | Q3 2023 | 7 |
Arabesque Asset Management Ltd | 5 | 1 | 0.09% | 0.78% | 1.72% | Q1 2019 | Q4 2022 | 7 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.03% | 0.13% | 0.24% | Q3 2014 | Q1 2020 | 7 |
Pine River Capital Management L.P. | 2 | 1 | 0.00% | 0.09% | 0.30% | Q3 2013 | Q3 2017 | 7 |
Fulcrum Asset Management LLP | 4 | 3 | 0.35% | 0.75% | 1.43% | Q2 2020 | Q1 2022 | 7 |
CLINTON GROUP INC | 3 | 1 | 0.03% | 0.12% | 0.24% | Q2 2015 | Q1 2018 | 7 |
Arbor Investment Advisors, LLC | 7 | 7 | 0.04% | 0.05% | 0.07% | Q3 2020 | Q1 2022 | 7 |
Truehand, Inc | 7 | 7 | 0.04% | 0.05% | 0.08% | Q2 2020 | Q4 2021 | 7 |
WEALTH ADVISORS, INC. | 5 | 5 | 0.01% | 0.19% | 0.44% | Q4 2019 | Q4 2020 | 7 |
Cardan Capital Partners, LLC | 6 | 1 | 0.03% | 0.05% | 0.06% | Q3 2019 | Q3 2021 | 7 |
First Growth Investment Manager LP | 4 | 1 | 0.07% | 0.20% | 0.41% | Q4 2020 | Q2 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.03% | 0.06% | 0.08% | Q2 2020 | Q4 2021 | 7 |
ZWJ INVESTMENT COUNSEL INC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 7 |
VICUS CAPITAL | 4 | 1 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 7 |
SeaBridge Investment Advisors LLC | 7 | 7 | 0.31% | 0.82% | 1.24% | Q1 2022 | Q3 2023 | 7 |
Howard Capital Management Group, LLC | 7 | 7 | 1.70% | 2.14% | 2.39% | Q1 2022 | Q3 2023 | 7 |
Power Corp of Canada | 7 | 7 | 0.23% | 0.44% | 0.67% | Q1 2022 | Q3 2023 | 7 |
DC Investments Management, LLC | 3 | 1 | 0.12% | 0.40% | 0.78% | Q4 2017 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
HARVEST VOLATILITY MANAGEMENT LLC | 7 | 7 | 0.00% | 0.16% | 0.24% | Q4 2021 | Q2 2023 | 7 |
RAY GERALD L & ASSOCIATES LTD | 6 | 1 | 0.03% | 0.19% | 0.28% | Q4 2015 | Q3 2017 | 7 |
Founders Financial Alliance, LLC | 3 | 1 | 0.04% | 0.10% | 0.12% | Q3 2020 | Q3 2023 | 7 |
NEXPOINT ASSET MANAGEMENT, L.P. | 3 | 3 | 0.09% | 0.38% | 0.88% | Q3 2019 | Q4 2022 | 7 |
Holloway Wealth Management, LLC | 7 | 7 | 0.04% | 0.05% | 0.07% | Q3 2020 | Q1 2022 | 7 |
Parametrica Management Ltd | 2 | 1 | 0.21% | 0.79% | 1.58% | Q2 2016 | Q3 2022 | 7 |
Fosun International Ltd | 2 | 1 | 0.03% | 0.10% | 0.25% | Q3 2018 | Q1 2022 | 7 |
Coastwise Capital Group, LLC | 7 | 7 | 1.17% | 1.62% | 2.18% | Q1 2022 | Q3 2023 | 7 |
DORCHESTER WEALTH MANAGEMENT Co | 4 | 3 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 7 |
Resurgent Financial Advisors LLC | 7 | 7 | 0.07% | 0.18% | 0.35% | Q1 2022 | Q3 2023 | 7 |
XY Capital Ltd | 3 | 3 | 0.07% | 0.39% | 0.61% | Q1 2023 | Q3 2023 | 7 |
Goodman Advisory Group, LLC | 5 | 2 | 0.33% | 1.22% | 2.77% | Q4 2021 | Q3 2023 | 7 |
Quotient Investors, LLC | 3 | 2 | 0.07% | 0.34% | 0.59% | Q3 2015 | Q3 2017 | 7 |
First PREMIER Bank | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 7 |
SECURITY NATIONAL BANK OF SO DAK | 4 | 3 | 0.17% | 0.22% | 0.27% | Q2 2020 | Q1 2022 | 7 |
Royal Fund Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
Bryn Mawr Capital Management, LLC | 7 | 7 | 0.15% | 0.29% | 0.48% | Q1 2022 | Q3 2023 | 7 |
MCRAE CAPITAL MANAGEMENT INC | 7 | 7 | 1.04% | 1.61% | 2.19% | Q1 2022 | Q3 2023 | 7 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 7 | 7 | 0.12% | 0.32% | 0.74% | Q2 2019 | Q4 2020 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.06% | 0.11% | 0.17% | Q1 2022 | Q3 2023 | 7 |
London & Capital Asset Management Ltd | 7 | 7 | 0.07% | 0.11% | 0.14% | Q4 2018 | Q2 2020 | 7 |
Novo Holdings A/S | 7 | 7 | 3.35% | 5.75% | 8.66% | Q1 2022 | Q3 2023 | 7 |
PRIVATE CAPITAL MANAGEMENT INC | 7 | 7 | 0.42% | 0.62% | 0.77% | Q1 2016 | Q3 2017 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.03% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 7 |
Affinity Capital Advisors, LLC | 6 | 1 | 0.06% | 0.07% | 0.10% | Q3 2021 | Q2 2023 | 7 |
COMMONS CAPITAL, LLC | 7 | 7 | 0.58% | 0.96% | 1.79% | Q4 2021 | Q2 2023 | 7 |
RELIANCE TRUST CO OF DELAWARE | 6 | 1 | 0.03% | 0.08% | 0.14% | Q1 2015 | Q1 2019 | 7 |
Parkwood LLC | 4 | 1 | 0.05% | 0.35% | 0.88% | Q3 2015 | Q4 2019 | 7 |
Peninsula Wealth, LLC | 5 | 1 | 0.07% | 0.08% | 0.10% | Q3 2020 | Q3 2023 | 7 |
ANGELES WEALTH MANAGEMENT, LLC | 7 | 7 | 0.05% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Barnett & Company, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 7 |
Eagle Strategies LLC | 4 | 3 | 0.20% | 0.29% | 0.33% | Q4 2021 | Q3 2023 | 7 |
Alley Investment Management Company, LLC | 7 | 7 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
CTC LLC | 4 | 3 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 7 |
High Net Worth Advisory Group LLC | 6 | 1 | 0.08% | 0.26% | 0.32% | Q4 2021 | Q4 2023 | 7 |
Senator Investment Group LP | 5 | 1 | 0.80% | 1.84% | 2.45% | Q4 2019 | Q1 2023 | 7 |
Ergoteles LLC | 6 | 1 | 0.02% | 0.27% | 0.82% | Q2 2021 | Q2 2023 | 7 |
MAGEE THOMSON INVESTMENT PARTNERS LLC | 7 | 7 | 2.15% | 3.75% | 5.75% | Q3 2015 | Q1 2017 | 7 |
Princeton Alpha Management LP | 4 | 1 | 0.06% | 0.30% | 0.76% | Q4 2014 | Q1 2017 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Intercontinental Wealth Advisors, LLC | 2 | 1 | 0.01% | 0.06% | 0.14% | Q4 2018 | Q2 2023 | 7 |
Islet Management, LP | 2 | 1 | 0.30% | 0.57% | 0.90% | Q2 2019 | Q1 2023 | 7 |
Fortis Advisors, LLC | 6 | 1 | 0.01% | 0.04% | 0.06% | Q1 2020 | Q3 2022 | 7 |
Donoghue Forlines LLC | 4 | 1 | 0.07% | 0.18% | 0.24% | Q4 2020 | Q2 2023 | 7 |
Delphia (USA) Inc. | 7 | 7 | 0.24% | 0.42% | 0.73% | Q4 2021 | Q2 2023 | 7 |
Corbenic Partners LLC | 7 | 7 | 0.00% | 1.13% | 1.84% | Q4 2020 | Q2 2022 | 7 |
PIER 88 INVESTMENT PARTNERS LLC | 4 | 3 | 0.07% | 0.30% | 0.89% | Q4 2016 | Q3 2023 | 7 |
Bigelow Investment Advisors, LLC | 5 | 1 | 0.10% | 0.16% | 0.22% | Q3 2021 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.32% | 0.47% | 0.66% | Q1 2022 | Q3 2023 | 7 |
SpiderRock Advisors, LLC | 4 | 3 | 0.00% | 0.04% | 0.20% | Q1 2017 | Q3 2020 | 7 |
PATTON FUND MANAGEMENT, INC. | 4 | 1 | 0.41% | 0.72% | 0.95% | Q2 2019 | Q3 2023 | 7 |
Glaxis Capital Management, LLC | 3 | 1 | 1.71% | 4.40% | 9.06% | Q3 2013 | Q1 2019 | 7 |
Keystone Financial Group | 4 | 1 | 0.04% | 0.07% | 0.09% | Q3 2021 | Q3 2023 | 7 |
Counsel Portfolio Services Inc. | 5 | 2 | 0.16% | 0.49% | 0.85% | Q1 2014 | Q2 2016 | 7 |
Eisler Capital (US) LLC | 3 | 3 | 0.02% | 0.21% | 0.58% | Q1 2023 | Q3 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.36% | 0.44% | 0.50% | Q1 2022 | Q3 2023 | 7 |
1st Global Advisors, Inc. | 7 | 7 | 0.06% | 0.09% | 0.15% | Q4 2015 | Q2 2017 | 7 |
Tuttle Capital Management, LLC | 4 | 1 | 0.12% | 0.36% | 0.70% | Q2 2017 | Q3 2021 | 7 |
K.J. Harrison & Partners Inc | 3 | 1 | 0.07% | 0.11% | 0.15% | Q3 2014 | Q2 2023 | 7 |
FWL INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.03% | 3.38% | 4.74% | Q4 2020 | Q3 2023 | 7 |
SOUTHPORT MANAGEMENT, L.L.C. | 5 | 2 | 1.27% | 1.86% | 3.12% | Q2 2014 | Q1 2016 | 7 |
Columbus Hill Capital Management, L.P. | 5 | 2 | 0.06% | 2.22% | 6.31% | Q4 2017 | Q2 2023 | 7 |
Stillwater Capital Advisors, LLC | 7 | 7 | 1.52% | 1.81% | 2.21% | Q1 2021 | Q3 2022 | 7 |
West Family Investments, Inc. | 4 | 3 | 0.10% | 0.17% | 0.23% | Q2 2021 | Q3 2023 | 7 |
Powers Advisory Group, LLC | 4 | 3 | 0.17% | 0.19% | 0.23% | Q4 2021 | Q3 2023 | 7 |
Wealth Architects, LLC | 5 | 2 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 7 |
Redwood Financial Network Corp | 7 | 7 | 0.33% | 0.41% | 0.46% | Q1 2022 | Q3 2023 | 7 |
VIKING FUND MANAGEMENT LLC | 7 | 7 | 0.34% | 0.55% | 0.71% | Q4 2020 | Q2 2022 | 7 |
Vickerman Investment Advisors, Inc. | 7 | 7 | 0.54% | 1.12% | 1.46% | Q1 2022 | Q3 2023 | 7 |
CHIRON CAPITAL MANAGEMENT, LLC | 5 | 2 | 0.16% | 0.21% | 0.26% | Q3 2020 | Q1 2023 | 7 |
WEST BANCORPORATION INC | 4 | 3 | 0.12% | 0.25% | 0.48% | Q4 2019 | Q2 2022 | 7 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 4 | 3 | 0.09% | 0.47% | 0.73% | Q3 2019 | Q4 2023 | 7 |
Cutter & CO Brokerage, Inc. | 5 | 1 | 0.05% | 0.22% | 0.40% | Q3 2018 | Q3 2021 | 7 |
Avion Wealth | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 7 |
Jackson Creek Investment Advisors LLC | 4 | 3 | 0.07% | 0.13% | 0.19% | Q2 2021 | Q3 2023 | 7 |
First Capital Advisors Group, LLC. | 5 | 1 | 0.05% | 0.17% | 0.24% | Q1 2018 | Q2 2023 | 7 |
Journey Advisory Group, LLC | 5 | 2 | 0.03% | 0.11% | 0.18% | Q3 2021 | Q2 2023 | 7 |
ABNER HERRMAN & BROCK LLC | 5 | 2 | 0.04% | 0.83% | 2.78% | Q1 2018 | Q3 2023 | 7 |
Resolute Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
ARISTEIA CAPITAL, L.L.C. | 7 | 7 | 0.09% | 0.36% | 0.61% | Q2 2013 | Q4 2014 | 7 |
Almanack Investment Partners, LLC. | 5 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2022 | 7 |
Perfromance Wealth Partners, LLC | 4 | 3 | 0.02% | 0.07% | 0.14% | Q4 2021 | Q3 2023 | 7 |
Tesco Pension Investment Ltd | 7 | 7 | 1.01% | 1.40% | 1.89% | Q3 2020 | Q1 2022 | 7 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 4 | 3 | 0.15% | 0.19% | 0.29% | Q4 2021 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.02% | 0.05% | 0.08% | Q4 2020 | Q4 2022 | 7 |
Aveo Capital Partners, LLC | 5 | 2 | 0.03% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 7 |
Blue Whale Capital LLP | 7 | 7 | 3.19% | 4.21% | 4.82% | Q4 2019 | Q2 2021 | 7 |
Ayrshire Capital Management LLC | 7 | 7 | 0.44% | 0.59% | 0.69% | Q1 2022 | Q3 2023 | 7 |
Stone Ridge Asset Management LLC | 6 | 1 | 0.06% | 0.74% | 1.43% | Q4 2014 | Q3 2019 | 7 |
Gyon Technologies Capital Management, LP | 7 | 7 | 0.08% | 0.54% | 1.52% | Q4 2020 | Q2 2022 | 7 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.07% | 0.09% | 0.09% | Q2 2013 | Q4 2014 | 7 |
Catamount Wealth Management | 6 | 1 | 1.20% | 1.74% | 2.66% | Q2 2017 | Q1 2019 | 7 |
Beck Bode, LLC | 3 | 1 | 0.01% | 0.36% | 1.51% | Q1 2019 | Q3 2023 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.03% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
TCF National Bank | 7 | 7 | 0.38% | 0.57% | 0.84% | Q3 2019 | Q1 2021 | 7 |
Stearns Financial Services Group | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2019 | Q3 2020 | 7 |
Ford Financial Group, LLC | 7 | 7 | 0.06% | 0.11% | 0.14% | Q1 2021 | Q3 2022 | 7 |
VISTA EQUITY PARTNERS MANAGEMENT, LLC | 7 | 7 | 1.38% | 2.73% | 4.62% | Q1 2015 | Q3 2016 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Kingfisher Capital LLC | 5 | 2 | 0.25% | 0.89% | 1.33% | Q3 2015 | Q1 2020 | 7 |
Wagner Wealth Management, LLC | 4 | 1 | 0.03% | 0.05% | 0.07% | Q3 2018 | Q3 2022 | 7 |
Thrive Wealth Management, LLC | 7 | 7 | 0.21% | 0.29% | 0.44% | Q1 2022 | Q3 2023 | 7 |
Waratah Capital Advisors Ltd. | 3 | 1 | 0.08% | 0.32% | 0.68% | Q1 2015 | Q3 2018 | 7 |
Channing Capital Management, LLC | 7 | 7 | 0.16% | 0.28% | 0.33% | Q1 2022 | Q3 2023 | 7 |
ArchPoint Investors | 4 | 1 | 0.01% | 0.04% | 0.11% | Q4 2017 | Q3 2021 | 7 |
M Holdings Securities, Inc. | 5 | 1 | 0.05% | 0.08% | 0.11% | Q1 2019 | Q1 2023 | 7 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 3 | 1 | 0.00% | 0.06% | 0.22% | Q2 2015 | Q1 2020 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q4 2014 | 7 |
TPI Fund Managers Ltd | 7 | 7 | 1.02% | 1.39% | 1.88% | Q3 2020 | Q1 2022 | 7 |
FIRST NATIONAL BANK SIOUX FALLS | 4 | 3 | 0.16% | 0.24% | 0.36% | Q4 2021 | Q3 2023 | 7 |
DT Investment Partners, LLC | 5 | 1 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 7 |
ACIMA PRIVATE WEALTH, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2020 | 7 |
DSAM Partners (London) Ltd | 2 | 1 | 0.18% | 2.65% | 5.36% | Q3 2013 | Q4 2019 | 6 |
Czech National Bank | 6 | 6 | 0.41% | 0.54% | 0.64% | Q3 2022 | Q4 2023 | 6 |
TFO Wealth Partners, LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 6 |
Resource Management, LLC | 4 | 1 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q4 2021 | 6 |
SAPPHIRE VENTURES, L.L.C. | 6 | 6 | 4.35% | 10.42% | 20.63% | Q4 2016 | Q1 2018 | 6 |
Guinness Asset Management LTD | 6 | 6 | 0.41% | 0.56% | 0.72% | Q2 2022 | Q3 2023 | 6 |
Greenline Partners, LLC | 6 | 6 | 0.16% | 0.22% | 0.28% | Q3 2021 | Q4 2022 | 6 |
WELCH CAPITAL PARTNERS LLC/NY | 6 | 6 | 1.07% | 1.78% | 2.44% | Q1 2017 | Q2 2018 | 6 |
Litman Gregory Wealth Management LLC | 5 | 1 | 0.00% | 0.02% | 0.09% | Q1 2018 | Q2 2021 | 6 |
Financial Network Wealth Management LLC | 6 | 6 | 0.12% | 0.15% | 0.16% | Q4 2020 | Q1 2022 | 6 |
Gilman Hill Asset Management, LLC | 6 | 6 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q2 2022 | 6 |
Barden Capital Management, Inc. | 6 | 6 | 0.31% | 0.89% | 1.27% | Q4 2021 | Q1 2023 | 6 |
Community Capital Management, LLC | 3 | 3 | 0.33% | 0.43% | 0.67% | Q4 2018 | Q4 2020 | 6 |
Alua Capital Management LP | 6 | 6 | 3.86% | 5.45% | 10.08% | Q2 2022 | Q3 2023 | 6 |
Long Path Partners LP | 6 | 6 | 11.61% | 15.74% | 17.40% | Q2 2022 | Q3 2023 | 6 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q4 2020 | 6 |
XTX Topco Ltd | 4 | 2 | 0.07% | 0.20% | 0.35% | Q4 2021 | Q3 2023 | 6 |
Live Your Vision, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2017 | 6 |
CAXTON CORP | 6 | 6 | 0.15% | 0.52% | 0.87% | Q4 2020 | Q1 2022 | 6 |
White Knight Strategic Wealth Advisors, LLC | 3 | 3 | 0.29% | 0.32% | 0.35% | Q4 2021 | Q3 2023 | 6 |
BW Gestao de Investimentos Ltda. | 4 | 1 | 0.12% | 0.50% | 1.70% | Q3 2017 | Q1 2021 | 6 |
RIVER GLOBAL INVESTORS LLP | 3 | 3 | 0.02% | 0.15% | 0.31% | Q4 2015 | Q3 2023 | 6 |
Galvin, Gaustad & Stein, LLC | 6 | 6 | 0.03% | 0.06% | 0.10% | Q1 2021 | Q2 2022 | 6 |
WATER ISLAND CAPITAL LLC | 5 | 1 | 0.00% | 0.10% | 0.27% | Q3 2014 | Q1 2017 | 6 |
Peachtree Investment Partners, LLC | 4 | 2 | 0.10% | 0.12% | 0.16% | Q3 2020 | Q1 2022 | 6 |
TOMS Capital Investment Management LP | 5 | 1 | 0.37% | 7.41% | 12.45% | Q2 2019 | Q2 2021 | 6 |
TPG Group Holdings (SBS) Advisors, Inc. | 6 | 6 | 0.03% | 0.05% | 0.06% | Q1 2017 | Q2 2018 | 6 |
Bellwether Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2022 | 6 |
GENERAL ELECTRIC CO | 6 | 6 | 0.01% | 0.05% | 0.15% | Q1 2015 | Q2 2016 | 6 |
CarsonAllaria Wealth Management, Ltd. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q1 2023 | 6 |
READYSTATE ASSET MANAGEMENT LP | 3 | 3 | 0.06% | 0.28% | 0.67% | Q1 2023 | Q3 2023 | 6 |
Carmel Capital Partners, LLC | 3 | 3 | 0.04% | 0.14% | 0.23% | Q4 2021 | Q3 2023 | 6 |
SEI TRUST CO | 6 | 6 | 0.43% | 0.70% | 0.89% | Q2 2013 | Q3 2014 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q1 2022 | 6 |
MANNING & NAPIER ADVISORS LLC | 6 | 6 | 0.25% | 0.79% | 1.23% | Q2 2016 | Q3 2017 | 6 |
BOSTON PRIVATE BANK & TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2015 | 6 |
Seven Post Investment Office LP | 6 | 6 | 1.61% | 2.20% | 2.92% | Q3 2021 | Q4 2022 | 6 |
Bellwether Investment Group, LLC | 5 | 1 | 0.01% | 1.09% | 2.31% | Q2 2016 | Q4 2017 | 6 |
VELA Investment Management, LLC | 6 | 6 | 0.31% | 0.40% | 0.49% | Q2 2022 | Q3 2023 | 6 |
SOMA EQUITY PARTNERS LP | 6 | 6 | 3.65% | 4.51% | 5.73% | Q2 2022 | Q3 2023 | 6 |
Stanford Investment Group, Inc. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q4 2016 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
STUDIO INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.12% | 0.16% | 0.19% | Q2 2022 | Q3 2023 | 6 |
Knott David M Jr | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Kavar Capital Partners, LLC | 4 | 2 | 0.08% | 0.09% | 0.13% | Q1 2019 | Q3 2020 | 6 |
Hillhouse Capital Management | 6 | 6 | 0.06% | 0.12% | 0.34% | Q1 2015 | Q2 2016 | 6 |
Lloyds Banking Group plc | 6 | 6 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q3 2014 | 6 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 5 | 1 | 0.01% | 0.14% | 0.26% | Q4 2017 | Q3 2019 | 6 |
Great Lakes Retirement, Inc. | 4 | 2 | 0.14% | 0.19% | 0.35% | Q4 2019 | Q3 2023 | 6 |
NWK Group, Inc. | 6 | 6 | 0.02% | 1.92% | 2.83% | Q4 2019 | Q1 2021 | 6 |
Temasek Holdings (Private) Ltd | 6 | 6 | 0.11% | 0.18% | 0.29% | Q4 2020 | Q1 2022 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q3 2021 | 6 |
Cornerstone Advisory, LLC | 3 | 3 | 0.03% | 0.04% | 0.07% | Q3 2021 | Q3 2023 | 6 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 2 | 1 | 0.13% | 0.43% | 0.80% | Q2 2015 | Q3 2023 | 6 |
Financial Sense Advisors, Inc. | 3 | 1 | 0.14% | 0.78% | 1.39% | Q2 2015 | Q1 2022 | 6 |
TIG Advisors, LLC | 4 | 1 | 0.04% | 0.61% | 1.67% | Q2 2015 | Q3 2021 | 6 |
Weiss Asset Management LP | 2 | 1 | 0.02% | 1.92% | 6.74% | Q4 2017 | Q1 2022 | 6 |
Phocas Financial Corp. | 3 | 1 | 0.00% | 0.03% | 0.04% | Q4 2018 | Q2 2023 | 6 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.09% | 0.27% | Q3 2021 | Q4 2022 | 6 |
Avory & Company, LLC | 6 | 6 | 0.34% | 0.44% | 0.53% | Q2 2022 | Q3 2023 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Canal Capital Management, LLC | 6 | 6 | 0.29% | 0.47% | 0.58% | Q2 2022 | Q3 2023 | 6 |
MIZUHO SECURITIES USA LLC | 6 | 6 | 0.09% | 0.27% | 0.48% | Q1 2021 | Q2 2022 | 6 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.38% | 0.49% | 0.59% | Q2 2022 | Q3 2023 | 6 |
Coastal Bridge Advisors, LLC | 3 | 1 | 0.05% | 0.07% | 0.09% | Q2 2018 | Q3 2023 | 6 |
Border to Coast Pensions Partnership Ltd | 6 | 6 | 0.54% | 0.73% | 0.87% | Q2 2021 | Q3 2022 | 6 |
Wellspring Financial Advisors, LLC | 4 | 1 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q2 2023 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.26% | 0.32% | 0.35% | Q2 2022 | Q3 2023 | 6 |
Key Square Capital Management LLC | 5 | 1 | 0.37% | 2.65% | 5.19% | Q2 2017 | Q1 2020 | 6 |
CI Global Investments Inc. | 5 | 1 | 0.00% | 0.04% | 0.13% | Q2 2014 | Q3 2018 | 6 |
HANSEATIC MANAGEMENT SERVICES INC | 3 | 1 | 0.07% | 0.32% | 0.63% | Q2 2015 | Q3 2023 | 6 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 5 | 1 | 0.02% | 0.07% | 0.18% | Q4 2021 | Q3 2023 | 6 |
ARTIS CAPITAL MANAGEMENT, L.P. | 6 | 6 | 0.27% | 2.00% | 4.48% | Q2 2013 | Q3 2014 | 6 |
Cranbrook Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
ANCHOR CAPITAL ADVISORS LLC | 6 | 6 | 0.22% | 0.33% | 0.42% | Q2 2022 | Q3 2023 | 6 |
Lee Capital Management LP | 6 | 6 | 0.52% | 2.09% | 4.04% | Q4 2016 | Q1 2018 | 6 |
Detwiler Fenton Investment Management LLC | 6 | 6 | 0.15% | 0.44% | 1.00% | Q2 2010 | Q3 2011 | 6 |
PT ASSET MANAGEMENT, LLC | 3 | 3 | 0.14% | 0.22% | 0.41% | Q4 2014 | Q2 2015 | 6 |
DOHENY ASSET MANAGEMENT /CA | 6 | 6 | 0.72% | 0.88% | 1.07% | Q3 2019 | Q4 2020 | 6 |
Akre Capital Management | 6 | 6 | 3.93% | 4.16% | 4.68% | Q2 2021 | Q3 2022 | 6 |
Miura Global Management | 5 | 1 | 0.40% | 5.72% | 9.96% | Q1 2018 | Q4 2019 | 6 |
Starfire Investment Advisers, Inc. | 6 | 6 | 0.10% | 0.12% | 0.15% | Q1 2019 | Q2 2020 | 6 |
PUBLIC INVESTMENT FUND | 6 | 6 | 1.04% | 1.27% | 1.49% | Q2 2022 | Q3 2023 | 6 |
Versor Investments LP | 3 | 1 | 0.03% | 0.16% | 0.47% | Q3 2018 | Q3 2023 | 6 |
STALEY CAPITAL ADVISERS INC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Standard Family Office LLC | 3 | 1 | 0.07% | 0.66% | 1.71% | Q4 2020 | Q3 2022 | 6 |
BREITER CAPITAL MANAGEMENT INC | 4 | 2 | 0.10% | 0.14% | 0.21% | Q3 2020 | Q1 2022 | 6 |
D'Orazio & Associates, Inc. | 3 | 3 | 0.03% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.07% | 0.12% | 0.18% | Q2 2021 | Q4 2022 | 6 |
MORGENS WATERFALL VINTIADIS & CO INC | 3 | 1 | 0.61% | 2.19% | 3.90% | Q1 2016 | Q4 2018 | 6 |
Jetstream Capital LLC | 3 | 1 | 0.05% | 0.94% | 2.74% | Q3 2013 | Q4 2014 | 6 |
Alaethes Wealth LLC | 6 | 6 | 0.86% | 0.94% | 1.07% | Q1 2021 | Q2 2022 | 6 |
Parsec Financial Management, Inc. | 4 | 2 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q1 2023 | 6 |
CCG WEALTH MANAGEMENT, LLC | 6 | 6 | 0.13% | 0.15% | 0.16% | Q2 2021 | Q3 2022 | 6 |
Total Clarity Wealth Management, Inc. | 4 | 1 | 0.08% | 0.12% | 0.16% | Q4 2019 | Q2 2022 | 6 |
Canvas Wealth Advisors, LLC | 5 | 1 | 0.10% | 0.49% | 0.71% | Q1 2021 | Q3 2022 | 6 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 6 |
ADVENT CAPITAL MANAGEMENT /DE/ | 2 | 1 | 0.00% | 0.04% | 0.10% | Q4 2013 | Q1 2016 | 6 |
Y-Intercept (Hong Kong) Ltd | 2 | 2 | 0.11% | 0.24% | 0.53% | Q2 2021 | Q3 2023 | 6 |
Tolleson Wealth Management, Inc. | 6 | 6 | 0.10% | 0.17% | 0.32% | Q4 2021 | Q1 2023 | 6 |
Pier Capital, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
America First Investment Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q4 2014 | 6 |
HighTower Trust Company, N.A. | 6 | 6 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q1 2023 | 6 |
HighMark Wealth Management LLC | 5 | 1 | 0.00% | 0.02% | 0.10% | Q4 2019 | Q1 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Naviter Wealth, LLC | 6 | 6 | 0.23% | 0.31% | 0.44% | Q2 2022 | Q3 2023 | 6 |
HighVista Strategies LLC | 6 | 6 | 0.14% | 0.62% | 1.36% | Q2 2022 | Q3 2023 | 6 |
BRAUN STACEY ASSOCIATES INC | 3 | 1 | 0.05% | 0.61% | 0.94% | Q2 2015 | Q3 2023 | 6 |
British Airways Pensions Investment Management Ltd | 5 | 1 | 0.30% | 0.78% | 1.04% | Q2 2015 | Q1 2019 | 6 |
Curi Wealth Management, LLC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q2 2023 | 6 |
Clear Creek Financial Management, LLC | 3 | 1 | 0.04% | 0.08% | 0.28% | Q2 2019 | Q3 2023 | 6 |
Malaga Cove Capital, LLC | 5 | 1 | 0.13% | 0.24% | 0.30% | Q4 2020 | Q3 2023 | 6 |
ICONIQ Capital, LLC | 6 | 6 | 0.02% | 0.09% | 0.21% | Q2 2020 | Q3 2021 | 6 |
Acrospire Investment Management LLC | 6 | 6 | 0.02% | 0.05% | 0.13% | Q1 2016 | Q2 2017 | 6 |
Belvedere Trading LLC | 3 | 1 | 0.00% | 0.05% | 0.10% | Q4 2014 | Q3 2022 | 6 |
Wealth Dimensions Group, Ltd. | 3 | 3 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 6 |
ARVEST TRUST CO N A | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 6 |
Hilton Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
Pinnacle Wealth Management Advisory Group, LLC | 3 | 3 | 0.05% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 6 |
Triton Wealth Management, PLLC | 6 | 6 | 0.11% | 0.14% | 0.18% | Q4 2020 | Q1 2022 | 6 |
1900 WEALTH MANAGEMENT LLC | 5 | 1 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q2 2023 | 6 |
CADENCE BANK NA | 6 | 6 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q1 2022 | 6 |
Fiduciary Planning LLC | 6 | 6 | 0.01% | 0.90% | 2.44% | Q3 2020 | Q4 2021 | 6 |
Credit Capital Investments LLC | 5 | 1 | 0.25% | 0.65% | 0.85% | Q1 2021 | Q4 2022 | 6 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 6 | 6 | 0.07% | 1.50% | 2.20% | Q3 2019 | Q4 2020 | 6 |
Lansing Street Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Seven Springs Wealth Group, LLC | 6 | 6 | 0.26% | 0.40% | 0.47% | Q2 2022 | Q3 2023 | 6 |
Trellis Advisors, LLC | 3 | 1 | 0.10% | 0.11% | 0.15% | Q3 2020 | Q3 2023 | 6 |
Glassy Mountain Advisors, Inc. | 3 | 1 | 0.09% | 0.12% | 0.16% | Q4 2021 | Q3 2023 | 6 |
NEW CENTURY INVESTMENT MANAGEMENT, INC | 6 | 6 | 0.10% | 0.53% | 0.66% | Q2 2015 | Q3 2016 | 6 |
Shay Capital LLC | 4 | 4 | 0.06% | 0.24% | 0.64% | Q1 2021 | Q4 2021 | 6 |
Evanson Asset Management, LLC | 4 | 2 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 6 |
UNIVERSITY OF NOTRE DAME DU LAC | 5 | 1 | 1.46% | 3.63% | 5.61% | Q1 2020 | Q3 2021 | 6 |
COMPASS FINANCIAL ADVISORS LLC | 6 | 6 | 0.98% | 1.20% | 1.32% | Q4 2021 | Q1 2023 | 6 |
HL FINANCIAL SERVICES LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2019 | 6 |
Legacy Wealth Partners, Inc. | 5 | 1 | 0.17% | 0.30% | 0.81% | Q4 2019 | Q2 2021 | 6 |
Bridgefront Capital, LLC | 2 | 1 | 0.34% | 0.48% | 0.75% | Q2 2021 | Q3 2023 | 6 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 6 | 6 | 0.84% | 1.37% | 1.62% | Q2 2022 | Q3 2023 | 6 |
17 CAPITAL PARTNERS, LLC | 6 | 6 | 0.42% | 0.55% | 0.77% | Q2 2021 | Q3 2022 | 6 |
UBP Investment Advisors SA | 3 | 3 | 0.14% | 0.21% | 0.27% | Q1 2019 | Q4 2020 | 6 |
Timber Hill LLC | 3 | 1 | 0.00% | 0.04% | 0.20% | Q1 2014 | Q1 2018 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.22% | 0.51% | 0.70% | Q2 2022 | Q3 2023 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.05% | 0.06% | 0.08% | Q1 2022 | Q2 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Privium Fund Management B.V. | 3 | 1 | 0.04% | 0.34% | 1.12% | Q1 2022 | Q2 2023 | 6 |
Barrier Capital Management, LLC | 6 | 6 | 6.14% | 7.79% | 10.58% | Q2 2022 | Q3 2023 | 6 |
GFS Advisors, LLC | 5 | 1 | 0.04% | 0.06% | 0.07% | Q2 2020 | Q4 2021 | 6 |
Lebenthal Global Advisors, LLC | 5 | 1 | 0.02% | 0.10% | 0.14% | Q4 2020 | Q4 2022 | 6 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 6 |
Keebeck Wealth Management, LLC | 4 | 1 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q4 2021 | 6 |
Americana Partners, LLC | 3 | 3 | 0.05% | 0.12% | 0.19% | Q2 2021 | Q3 2023 | 6 |
Kensington Investment Counsel, LLC | 6 | 6 | 0.26% | 0.39% | 0.51% | Q2 2022 | Q3 2023 | 6 |
LVW Advisors, LLC | 5 | 1 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 6 |
LEE DANNER & BASS INC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 6 |
Lighthouse Financial Advisors, Inc. | 6 | 6 | 0.72% | 0.87% | 1.07% | Q4 2019 | Q1 2021 | 6 |
Corton Capital Inc. | 5 | 1 | 0.13% | 0.25% | 0.39% | Q1 2022 | Q3 2023 | 6 |
Texan Capital Management | 5 | 1 | 0.16% | 0.44% | 0.94% | Q4 2013 | Q4 2017 | 6 |
Golden State Equity Partners | 3 | 3 | 0.15% | 0.55% | 1.31% | Q3 2021 | Q3 2023 | 6 |
WEST MICHIGAN ADVISORS, LLC | 3 | 3 | 0.11% | 0.18% | 0.27% | Q4 2021 | Q3 2023 | 6 |
Midwest Wealth Management Inc. | 6 | 6 | 1.17% | 1.33% | 1.53% | Q4 2020 | Q1 2022 | 6 |
Keeler Thomas Management LLC | 5 | 1 | 0.39% | 0.55% | 0.66% | Q1 2022 | Q3 2023 | 6 |
Empowered Funds, LLC | 6 | 6 | 0.06% | 0.13% | 0.30% | Q2 2022 | Q3 2023 | 6 |
Tufton Capital Management | 5 | 1 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q1 2023 | 6 |
Par Capital Management | 6 | 6 | 0.63% | 0.83% | 1.37% | Q2 2013 | Q3 2014 | 6 |
BlueSpruce Investments, LP | 6 | 6 | 6.42% | 9.12% | 10.91% | Q2 2022 | Q3 2023 | 6 |
Destination Wealth Management | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 6 |
JOURNEY STRATEGIC WEALTH LLC | 4 | 2 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 6 |
VIVID FINANCIAL MANAGEMENT, INC. | 5 | 5 | 0.09% | 0.17% | 0.22% | Q4 2020 | Q4 2021 | 5 |
IronBridge Private Wealth, LLC | 3 | 1 | 0.00% | 0.19% | 0.97% | Q2 2021 | Q2 2023 | 5 |
K2 PRINCIPAL FUND, L.P. | 3 | 1 | 0.19% | 0.52% | 0.96% | Q3 2019 | Q3 2020 | 5 |
GRIFFIN ASSET MANAGEMENT, INC. | 4 | 1 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q4 2021 | 5 |
SIGMA INVESTMENT COUNSELORS INC | 3 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 5 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2021 | 5 |
Northstar Advisory Group, LLC | 3 | 2 | 0.53% | 1.02% | 1.54% | Q2 2022 | Q3 2023 | 5 |
Alliance Wealth Advisors, LLC | 5 | 5 | 0.19% | 0.23% | 0.25% | Q3 2022 | Q3 2023 | 5 |
Peak Ten Capital LLC | 4 | 1 | 1.15% | 3.16% | 5.37% | Q2 2013 | Q3 2015 | 5 |
BlueCrest Capital Management LLP | 4 | 4 | 0.01% | 0.05% | 0.12% | Q3 2013 | Q2 2014 | 5 |
tru Independence LLC | 3 | 1 | 0.00% | 0.07% | 0.12% | Q4 2019 | Q2 2021 | 5 |
CIM, LLC | 5 | 5 | 0.16% | 0.19% | 0.20% | Q4 2019 | Q4 2020 | 5 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 5 | 5 | 0.23% | 0.39% | 0.63% | Q4 2020 | Q4 2021 | 5 |
Strategic Investment Advisors / MI | 4 | 1 | 0.04% | 0.10% | 0.17% | Q2 2022 | Q3 2023 | 5 |
GW&K Investment Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Crestone Asset Management LLC | 5 | 5 | 0.07% | 0.08% | 0.11% | Q4 2020 | Q4 2021 | 5 |
JANA PARTNERS LLC | 4 | 1 | 0.72% | 2.06% | 3.80% | Q4 2016 | Q4 2018 | 5 |
Timber Creek Capital Management LLC | 5 | 5 | 0.85% | 1.41% | 1.83% | Q3 2022 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Addison Capital Co | 5 | 5 | 0.24% | 0.26% | 0.29% | Q4 2021 | Q4 2022 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2022 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.05% | 0.08% | 0.11% | Q2 2013 | Q2 2014 | 5 |
qPULA Trading Management LP | 2 | 1 | 0.34% | 0.57% | 0.84% | Q4 2020 | Q2 2022 | 5 |
Valentine Capital Asset Management, Inc. | 3 | 2 | 0.35% | 0.75% | 1.40% | Q4 2011 | Q4 2015 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.09% | 0.16% | 0.36% | Q3 2022 | Q3 2023 | 5 |
Sequent Asset Management, LLC | 5 | 5 | 0.30% | 0.33% | 0.36% | Q4 2020 | Q4 2021 | 5 |
Shannon River Fund Management LLC | 4 | 1 | 0.88% | 3.35% | 8.68% | Q1 2021 | Q2 2023 | 5 |
AGF Investments LLC | 3 | 2 | 0.01% | 0.03% | 0.10% | Q1 2017 | Q4 2021 | 5 |
Oxinas Partners Wealth Management LLC | 5 | 5 | 0.28% | 0.34% | 0.41% | Q4 2020 | Q4 2021 | 5 |
McAdams Wright Ragen, Inc. | 5 | 5 | 0.02% | 0.05% | 0.06% | Q3 2013 | Q3 2014 | 5 |
Benchmark Financial Wealth Advisors, LLC | 3 | 2 | 0.10% | 0.16% | 0.22% | Q2 2020 | Q4 2021 | 5 |
CLEAR STREET LLC | 1 | 1 | 0.07% | 0.64% | 1.40% | Q4 2021 | Q2 2023 | 5 |
Onex Canada Asset Management Inc. | 5 | 5 | 0.23% | 0.32% | 0.37% | Q3 2021 | Q3 2022 | 5 |
YCG, LLC | 5 | 5 | 0.07% | 0.09% | 0.10% | Q1 2022 | Q1 2023 | 5 |
RAM Investment Partners, LLC | 5 | 5 | 0.20% | 0.23% | 0.27% | Q4 2022 | Q4 2023 | 5 |
MENTA CAPITAL LLC | 5 | 5 | 0.14% | 0.23% | 0.36% | Q2 2015 | Q2 2016 | 5 |
Cognios Capital, LLC | 4 | 1 | 0.03% | 0.56% | 1.05% | Q3 2018 | Q1 2020 | 5 |
MJP ASSOCIATES INC /ADV | 5 | 5 | 0.07% | 0.10% | 0.14% | Q4 2020 | Q4 2021 | 5 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 5 | 5 | 0.02% | 0.85% | 2.08% | Q3 2015 | Q3 2016 | 5 |
Thrax Management, LLC | 3 | 1 | 0.17% | 2.40% | 4.62% | Q4 2015 | Q4 2016 | 5 |
Delphi Private Advisors LLC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q4 2015 | Q4 2016 | 5 |
WealthStone, Inc. | 4 | 1 | 0.01% | 0.32% | 0.50% | Q2 2019 | Q1 2021 | 5 |
Fullerton Fund Management Co Ltd. | 4 | 1 | 0.05% | 1.29% | 2.10% | Q3 2020 | Q4 2021 | 5 |
WEXFORD CAPITAL LP | 2 | 1 | 0.03% | 0.10% | 0.24% | Q2 2017 | Q2 2020 | 5 |
T. Rowe Price Investment Management, Inc. | 5 | 5 | 0.40% | 0.47% | 0.54% | Q3 2022 | Q3 2023 | 5 |
Kerntke Otto McGlone Wealth Management Group | 5 | 5 | 0.19% | 0.23% | 0.27% | Q2 2020 | Q2 2021 | 5 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.01% | 0.21% | 0.69% | Q4 2016 | Q3 2023 | 5 |
STEINBERG ASSET MANAGEMENT LLC | 5 | 5 | 1.10% | 1.33% | 1.54% | Q3 2022 | Q3 2023 | 5 |
KETTLE HILL CAPITAL MANAGEMENT, LLC | 4 | 1 | 3.30% | 4.24% | 6.29% | Q4 2020 | Q1 2022 | 5 |
Worth Asset Management, LLC | 3 | 2 | 0.01% | 0.03% | 0.11% | Q1 2022 | Q2 2023 | 5 |
Grace Capital | 3 | 2 | 0.14% | 0.17% | 0.19% | Q1 2019 | Q4 2021 | 5 |
Trail Ridge Investment Advisors, LLC | 5 | 5 | 0.15% | 0.26% | 0.39% | Q4 2021 | Q4 2022 | 5 |
Spartan Planning & Wealth Management | 4 | 1 | 0.00% | 0.04% | 0.22% | Q1 2022 | Q3 2023 | 5 |
Hoxton Financial, Inc. | 3 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2016 | 5 |
Callan Capital, LLC | 3 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 5 |
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC | 2 | 1 | 1.38% | 3.46% | 6.92% | Q3 2016 | Q2 2018 | 5 |
Capricorn Fund Managers Ltd | 5 | 5 | 0.08% | 0.36% | 0.67% | Q2 2022 | Q2 2023 | 5 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 2 | 1 | 0.04% | 0.08% | 0.14% | Q4 2021 | Q3 2023 | 5 |
OSTERWEIS CAPITAL MANAGEMENT INC | 5 | 5 | 0.00% | 0.02% | 0.05% | Q3 2022 | Q3 2023 | 5 |
WFA of San Diego, LLC | 2 | 1 | 0.00% | 0.03% | 0.08% | Q2 2020 | Q3 2023 | 5 |
Wilson & Boucher Capital Management, LLC | 3 | 2 | 0.25% | 0.26% | 0.28% | Q4 2021 | Q3 2023 | 5 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.02% | 0.30% | 0.71% | Q4 2020 | Q1 2023 | 5 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.21% | 0.31% | Q4 2022 | Q3 2023 | 5 |
MU Investments Co., Ltd. | 5 | 5 | 0.03% | 0.05% | 0.06% | Q4 2016 | Q4 2017 | 5 |
Peterson Financial Group, Inc. | 5 | 5 | 0.32% | 0.57% | 0.83% | Q3 2022 | Q3 2023 | 5 |
Foundations Investment Advisors, LLC | 5 | 5 | 0.02% | 0.05% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Benchmark Investment Advisors LLC | 5 | 5 | 0.46% | 0.59% | 0.76% | Q4 2021 | Q4 2022 | 5 |
Samalin Investment Counsel, LLC | 4 | 1 | 0.14% | 0.20% | 0.27% | Q4 2019 | Q1 2021 | 5 |
Gainplan LLC | 5 | 5 | 0.10% | 0.33% | 0.74% | Q3 2020 | Q3 2021 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2017 | 5 |
Price Jennifer C. | 5 | 5 | 0.03% | 0.05% | 0.07% | Q2 2022 | Q2 2023 | 5 |
Baron Wealth Management LLC | 5 | 5 | 0.31% | 0.40% | 0.43% | Q4 2022 | Q4 2023 | 5 |
Portman Square Capital LLP | 1 | 1 | 0.02% | 0.31% | 1.08% | Q4 2022 | Q3 2023 | 5 |
Dakota Community Bank & Trust NA | 5 | 5 | 0.12% | 0.52% | 0.68% | Q3 2022 | Q3 2023 | 5 |
NATIONAL PLANNING CORP | 3 | 2 | 0.01% | 0.03% | 0.04% | Q2 2014 | Q3 2017 | 5 |
REDMONT WEALTH ADVISORS LLC | 5 | 5 | 0.81% | 1.10% | 1.44% | Q4 2021 | Q4 2022 | 5 |
TAURUS ASSET MANAGEMENT, LLC | 3 | 2 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q4 2021 | 5 |
PROFESSIONAL PLANNING | 4 | 1 | 0.38% | 0.42% | 0.50% | Q2 2020 | Q3 2021 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 5 |
Corundum Group, Inc. | 3 | 2 | 0.30% | 0.39% | 0.48% | Q2 2021 | Q3 2022 | 5 |
SFG Wealth Management, LLC. | 3 | 2 | 0.16% | 0.21% | 0.26% | Q4 2021 | Q3 2023 | 5 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
LBA Wealth Management, LLC | 5 | 5 | 0.01% | 0.03% | 0.06% | Q3 2015 | Q3 2016 | 5 |
Fi3 FINANCIAL ADVISORS, LLC | 3 | 2 | 0.15% | 0.17% | 0.19% | Q4 2021 | Q3 2023 | 5 |
Shellback Capital, LP | 2 | 1 | 1.28% | 1.98% | 2.61% | Q2 2015 | Q3 2021 | 5 |
Regency Capital Management Inc.\DE | 5 | 5 | 1.41% | 1.91% | 2.10% | Q1 2021 | Q1 2022 | 5 |
DUDLEY CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.04% | 0.33% | 0.46% | Q4 2022 | Q3 2023 | 5 |
REGENTS OF THE UNIVERSITY OF CALIFORNIA | 2 | 1 | 0.77% | 2.68% | 6.48% | Q2 2013 | Q1 2015 | 5 |
Resonate Capital, LLC | 5 | 5 | 1.94% | 2.18% | 2.47% | Q4 2021 | Q4 2022 | 5 |
ROOSEVELT INVESTMENT GROUP LLC | 4 | 1 | 0.06% | 0.63% | 1.04% | Q2 2020 | Q4 2021 | 5 |
KENSICO CAPITAL MANAGEMENT CORP | 3 | 1 | 1.66% | 3.88% | 5.37% | Q3 2019 | Q3 2023 | 5 |
First Affirmative Financial Network | 3 | 2 | 0.23% | 0.26% | 0.34% | Q3 2021 | Q4 2023 | 5 |
FNY Partners Fund LP | 3 | 1 | 0.00% | 0.04% | 0.17% | Q4 2016 | Q1 2018 | 5 |
AGRAN LIBBIE | 5 | 5 | 0.06% | 0.07% | 0.08% | Q1 2016 | Q1 2017 | 5 |
Santa Fe Partners LLC | 3 | 1 | 0.10% | 0.23% | 0.51% | Q2 2013 | Q4 2015 | 5 |
FDO Partners, LLC | 2 | 1 | 0.26% | 0.41% | 0.60% | Q4 2015 | Q4 2017 | 5 |
First Command Advisory Services, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 5 |
Game Creek Capital, LP | 5 | 5 | 0.42% | 1.89% | 3.05% | Q1 2021 | Q1 2022 | 5 |
Outlook Wealth Advisors, LLC | 3 | 2 | 0.06% | 0.08% | 0.11% | Q2 2021 | Q3 2023 | 5 |
F/M Investments LLC | 3 | 2 | 0.17% | 1.27% | 2.05% | Q4 2020 | Q3 2023 | 5 |
Strategic Capital Alternatives LLC | 5 | 5 | 0.70% | 0.81% | 1.02% | Q3 2014 | Q3 2015 | 5 |
CEERA INVESTMENTS, LLC | 5 | 5 | 2.00% | 3.07% | 3.88% | Q3 2022 | Q3 2023 | 5 |
GSB Wealth Management, LLC | 5 | 5 | 0.13% | 0.16% | 0.22% | Q1 2021 | Q1 2022 | 5 |
FIRST COMMUNITY TRUST NA | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Ballast, Inc. | 5 | 5 | 0.24% | 0.37% | 0.46% | Q3 2022 | Q3 2023 | 5 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 5 | 5 | 0.23% | 0.26% | 0.31% | Q1 2021 | Q1 2022 | 5 |
ASB Consultores, LLC | 4 | 1 | 0.08% | 0.14% | 0.23% | Q4 2021 | Q1 2023 | 5 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 5 |
Tiger Legatus Capital Management, LLC | 5 | 5 | 0.57% | 3.07% | 4.07% | Q3 2019 | Q3 2020 | 5 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.00% | 0.25% | 0.72% | Q1 2017 | Q1 2020 | 5 |
DIALECTIC CAPITAL MANAGEMENT, LP | 5 | 5 | 0.14% | 0.59% | 1.17% | Q1 2015 | Q1 2016 | 5 |
Signition LP | 5 | 5 | 1.27% | 1.45% | 1.57% | Q2 2018 | Q2 2019 | 5 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.80% | 1.11% | Q2 2020 | Q1 2022 | 5 |
Sterling Ridge Capital Management LP | 4 | 4 | 0.59% | 1.46% | 3.06% | Q2 2015 | Q1 2016 | 5 |
RHS Financial, LLC | 5 | 5 | 0.15% | 0.26% | 0.50% | Q3 2020 | Q3 2021 | 5 |
RDST Capital LLC | 5 | 5 | 1.22% | 6.24% | 8.90% | Q3 2022 | Q3 2023 | 5 |
ACCOUNT MANAGEMENT LLC | 3 | 2 | 0.28% | 1.06% | 1.81% | Q1 2016 | Q2 2023 | 5 |
SAMLYN CAPITAL, LLC | 2 | 1 | 0.30% | 0.96% | 2.47% | Q1 2017 | Q4 2021 | 5 |
QUENTEC ASSET MANAGEMENT LLC | 2 | 1 | 0.69% | 2.20% | 3.90% | Q1 2016 | Q4 2017 | 5 |
Alpine Global Management, LLC | 3 | 1 | 0.08% | 0.48% | 1.80% | Q3 2014 | Q4 2021 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.10% | 0.14% | 0.18% | Q2 2013 | Q2 2014 | 5 |
B.O.S.S. Retirement Advisors, LLC | 5 | 5 | 0.30% | 0.39% | 0.44% | Q4 2022 | Q4 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.18% | 0.27% | 0.33% | Q3 2022 | Q3 2023 | 5 |
Cypress Point Wealth Management, LLC | 5 | 5 | 0.27% | 0.32% | 0.36% | Q1 2021 | Q1 2022 | 5 |
PGIM Custom Harvest LLC | 4 | 1 | 0.08% | 0.23% | 0.74% | Q3 2021 | Q3 2023 | 5 |
Alphadyne Asset Management LP | 2 | 1 | 0.05% | 0.17% | 0.28% | Q3 2018 | Q3 2023 | 5 |
Clearline Capital LP | 3 | 2 | 0.09% | 0.69% | 1.31% | Q4 2020 | Q4 2022 | 5 |
Crescent Grove Advisors, LLC | 3 | 2 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2022 | 5 |
Allegis Investment Advisors, LLC | 3 | 1 | 0.00% | 0.05% | 0.07% | Q4 2015 | Q1 2018 | 5 |
Apexium Financial, LP | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Tekne Capital Management, LLC | 5 | 5 | 3.21% | 5.75% | 7.21% | Q4 2016 | Q4 2017 | 5 |
HENNESSY ADVISORS INC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q4 2017 | 5 |
ABEILLE ASSET MANAGEMENT SA | 5 | 5 | 0.83% | 1.01% | 1.18% | Q4 2021 | Q4 2022 | 5 |
ASTURIAS CAPITAL LLC | 5 | 5 | 3.96% | 5.08% | 6.54% | Q4 2018 | Q4 2019 | 5 |
Lynch Asset Management, Inc. | 5 | 5 | 0.22% | 0.63% | 1.03% | Q4 2021 | Q4 2022 | 5 |
Choate Investment Advisors | 3 | 2 | 0.01% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 5 |
Joseph P. Lucia & Associates, LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2022 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.23% | 0.26% | 0.27% | Q2 2015 | Q2 2016 | 5 |
Cynosure Group, LLC | 3 | 2 | 0.12% | 0.22% | 0.40% | Q2 2019 | Q3 2023 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.04% | 0.12% | 0.19% | Q4 2017 | Q4 2018 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q1 2016 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Sendero Wealth Management, LLC | 5 | 5 | 0.22% | 0.72% | 1.20% | Q3 2022 | Q3 2023 | 5 |
Freemont Management S.A. | 5 | 5 | 0.02% | 0.03% | 0.06% | Q3 2021 | Q3 2022 | 5 |
Main Street Financial Solutions, LLC | 3 | 2 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 5 |
Hirtle Callaghan & Co LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 5 |
Covea Finance | 5 | 5 | 0.49% | 3.04% | 4.77% | Q4 2021 | Q4 2022 | 5 |
ADI CAPITAL MANAGEMENT LLC | 5 | 5 | 2.27% | 4.21% | 6.28% | Q4 2018 | Q4 2019 | 5 |
BERRY GROUP, LLC | 5 | 5 | 0.36% | 0.52% | 0.70% | Q4 2019 | Q4 2020 | 5 |
Marble Arch Investments | 5 | 5 | 1.51% | 3.81% | 6.72% | Q2 2017 | Q2 2018 | 5 |
CLEAR INVESTMENT RESEARCH, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.21% | 0.28% | 0.32% | Q3 2022 | Q3 2023 | 5 |
Lee Capital Asset Management LLC | 5 | 5 | 4.07% | 6.58% | 11.68% | Q4 2018 | Q4 2019 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.03% | 0.08% | Q2 2021 | Q2 2023 | 5 |
MACRO Consulting Group | 5 | 5 | 0.17% | 0.18% | 0.20% | Q2 2020 | Q2 2021 | 5 |
Privium Fund Management (UK) Ltd | 4 | 1 | 0.66% | 1.54% | 2.00% | Q1 2022 | Q3 2023 | 5 |
Ridgewood Investments LLC | 3 | 2 | 0.16% | 0.19% | 0.22% | Q3 2020 | Q3 2023 | 5 |
Douglas Lane & Associates, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 5 |
Edmond de Rothschild (Europe) | 5 | 5 | 0.05% | 0.09% | 0.20% | Q3 2015 | Q3 2016 | 5 |
MBM Wealth Consultants, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 5 |
LEVITT CAPITAL MANAGEMENT LLC | 5 | 5 | 1.37% | 2.25% | 2.85% | Q2 2013 | Q2 2014 | 5 |
Prana Capital Management, LP | 3 | 2 | 0.04% | 0.11% | 0.22% | Q2 2022 | Q3 2023 | 5 |
ShearLink Capital, LLC | 4 | 1 | 2.04% | 4.56% | 6.94% | Q1 2016 | Q3 2017 | 5 |
Meridian Wealth Partners, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q1 2021 | 5 |
Tower Wealth Partners, Inc. | 5 | 5 | 0.21% | 0.32% | 0.39% | Q4 2020 | Q4 2021 | 5 |
ASHMORE WEALTH MANAGEMENT LLC | 5 | 5 | 1.60% | 2.28% | 2.67% | Q3 2018 | Q3 2019 | 5 |
Southland Equity Partners LLC | 4 | 1 | 0.10% | 0.13% | 0.20% | Q4 2020 | Q1 2022 | 5 |
FORT, L.P. | 4 | 1 | 0.02% | 0.09% | 0.15% | Q3 2018 | Q3 2020 | 5 |
Hutchens & Kramer Investment Management Group, LLC | 4 | 4 | 0.16% | 0.18% | 0.19% | Q4 2021 | Q3 2022 | 4 |
IRON Financial LLC | 4 | 4 | 0.14% | 0.21% | 0.36% | Q4 2018 | Q3 2019 | 4 |
Open Field Capital LLC | 4 | 4 | 5.07% | 5.45% | 5.79% | Q4 2013 | Q3 2014 | 4 |
Alpha Family Trust | 4 | 4 | 0.35% | 0.43% | 0.46% | Q4 2022 | Q3 2023 | 4 |
Saban Capital Group LLC | 4 | 4 | 5.38% | 6.49% | 7.76% | Q4 2018 | Q3 2019 | 4 |
EACHWIN CAPITAL, LP | 4 | 4 | 0.40% | 0.46% | 0.55% | Q4 2015 | Q3 2016 | 4 |
Palestra Capital Management LLC | 3 | 1 | 4.54% | 6.07% | 7.86% | Q4 2019 | Q3 2023 | 4 |
Sather Financial Group Inc | 2 | 1 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q4 2022 | 4 |
CG Asset Management LLC | 4 | 4 | 0.72% | 1.04% | 1.27% | Q3 2015 | Q2 2016 | 4 |
Merriman Wealth Management, LLC | 3 | 1 | 1.07% | 1.41% | 1.73% | Q3 2019 | Q4 2020 | 4 |
Lourd Capital, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q2 2019 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Oxbow Advisors, LLC | 2 | 2 | 0.03% | 0.66% | 1.35% | Q3 2020 | Q4 2021 | 4 |
BECK CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.13% | 0.62% | 1.04% | Q4 2015 | Q3 2023 | 4 |
JS Capital Management LLC | 2 | 1 | 0.02% | 0.43% | 0.97% | Q2 2020 | Q2 2023 | 4 |
Taylor Wealth Management Partners | 4 | 4 | 0.34% | 0.35% | 0.36% | Q3 2021 | Q2 2022 | 4 |
Trivest Advisors Ltd | 2 | 2 | 0.22% | 6.39% | 14.61% | Q2 2021 | Q2 2023 | 4 |
BTC Capital Management, Inc. | 4 | 4 | 0.06% | 0.07% | 0.10% | Q4 2018 | Q3 2019 | 4 |
Lombard Odier & Cie (Canada), Limited Partnership | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2013 | Q3 2014 | 4 |
CIDEL ASSET MANAGEMENT INC | 4 | 4 | 0.22% | 0.58% | 0.79% | Q4 2022 | Q3 2023 | 4 |
Crawford Lake Capital Management, LLC | 1 | 1 | 0.11% | 1.56% | 4.30% | Q1 2018 | Q3 2021 | 4 |
Lamond Capital Partners LLC | 2 | 1 | 4.97% | 7.88% | 11.63% | Q2 2013 | Q4 2014 | 4 |
Biltmore Capital Advisors LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q3 2021 | 4 |
Concorde Asset Management, LLC | 2 | 2 | 0.32% | 0.46% | 0.58% | Q1 2019 | Q4 2021 | 4 |
AEGON ASSET MANAGEMENT UK PLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q2 2016 | Q1 2017 | 4 |
Blue Chip Partners, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Family Management Corp | 2 | 1 | 0.22% | 0.26% | 0.31% | Q4 2014 | Q2 2020 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Quinn Opportunity Partners LLC | 4 | 4 | 0.15% | 0.52% | 1.21% | Q4 2020 | Q3 2021 | 4 |
Bruderman Asset Management, LLC | 2 | 2 | 0.00% | 0.03% | 0.07% | Q4 2018 | Q4 2020 | 4 |
Pinkerton Retirement Specialists, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
Lebenthal Holdings,LLC | 3 | 1 | 0.04% | 0.14% | 0.20% | Q2 2015 | Q2 2016 | 4 |
Institutional Venture Management XV, LLC | 4 | 4 | 3.05% | 5.35% | 7.45% | Q4 2017 | Q3 2018 | 4 |
TLP GROUP LLC | 4 | 4 | 0.01% | 0.04% | 0.09% | Q3 2017 | Q2 2018 | 4 |
Peregrine Asset Advisers, Inc. | 2 | 1 | 0.08% | 0.14% | 0.25% | Q4 2019 | Q2 2022 | 4 |
Turim 21 Investimentos Ltda. | 2 | 2 | 0.00% | 0.04% | 0.07% | Q2 2018 | Q4 2022 | 4 |
Ground Swell Capital, LLC | 2 | 2 | 0.02% | 0.50% | 1.01% | Q2 2014 | Q3 2021 | 4 |
COOPER/HAIMS ADVISORS, LLC | 4 | 4 | 0.14% | 0.18% | 0.22% | Q3 2020 | Q2 2021 | 4 |
Ibex Investors LLC | 2 | 1 | 0.01% | 0.59% | 1.56% | Q2 2019 | Q4 2021 | 4 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 3 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 4 |
Opera Trading Capital | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Accredited Investors Inc. | 3 | 1 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q4 2021 | 4 |
Starboard Value LP | 4 | 4 | 7.69% | 8.99% | 10.14% | Q4 2022 | Q3 2023 | 4 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2021 | 4 |
Blue Rock Advisors, LLC | 3 | 1 | 1.42% | 3.61% | 6.88% | Q1 2016 | Q2 2020 | 4 |
AlpInvest Partners B.V. | 3 | 1 | 2.28% | 2.97% | 3.54% | Q1 2015 | Q4 2016 | 4 |
FIC CAPITAL INC | 4 | 4 | 0.28% | 0.29% | 0.30% | Q4 2016 | Q3 2017 | 4 |
Kepos Capital LP | 2 | 1 | 0.15% | 0.33% | 0.54% | Q1 2018 | Q2 2019 | 4 |
AVALON CAPITAL MANAGEMENT | 4 | 4 | 0.09% | 0.13% | 0.19% | Q3 2021 | Q2 2022 | 4 |
SRS Investment Management, LLC | 4 | 4 | 4.57% | 4.77% | 4.89% | Q4 2016 | Q3 2017 | 4 |
Lucha Capital Management, LP | 2 | 2 | 3.35% | 4.67% | 6.56% | Q4 2016 | Q4 2017 | 4 |
RGT Wealth Advisors, LLC | 3 | 1 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q4 2021 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q4 2018 | 4 |
Jafra Capital Management LP | 3 | 1 | 1.10% | 1.52% | 2.40% | Q2 2017 | Q2 2018 | 4 |
WESPAC Advisors, LLC | 3 | 1 | 0.19% | 0.29% | 0.40% | Q4 2018 | Q4 2020 | 4 |
Highstreet Asset Management Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Cavalry Management Group, LLC | 3 | 1 | 4.77% | 8.24% | 14.78% | Q2 2018 | Q3 2019 | 4 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 3 | 1 | 0.25% | 1.22% | 1.95% | Q3 2013 | Q1 2015 | 4 |
EMG Holdings, L.P. | 2 | 2 | 0.12% | 0.64% | 0.94% | Q3 2021 | Q4 2021 | 4 |
LWM Advisory Services, LLC | 4 | 4 | 0.64% | 0.80% | 0.97% | Q4 2021 | Q3 2022 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q1 2023 | 4 |
Conatus Capital Management LP | 2 | 1 | 3.20% | 3.66% | 4.33% | Q2 2013 | Q2 2017 | 4 |
Melqart Asset Management (UK) Ltd | 2 | 2 | 0.41% | 1.16% | 2.44% | Q2 2020 | Q4 2021 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.08% | 0.35% | 0.86% | Q2 2023 | Q3 2023 | 4 |
Quantamental Technologies LLC | 2 | 1 | 0.09% | 0.33% | 0.57% | Q2 2019 | Q4 2022 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.16% | 0.21% | 0.34% | Q2 2013 | Q1 2014 | 4 |
Cordatus Wealth Management LLC | 2 | 2 | 1.28% | 1.98% | 3.08% | Q4 2020 | Q4 2021 | 4 |
KCL Capital, L.P. | 3 | 1 | 0.84% | 2.06% | 3.38% | Q1 2019 | Q1 2022 | 4 |
Oak Asset Management, LLC | 4 | 4 | 0.09% | 0.10% | 0.12% | Q2 2021 | Q1 2022 | 4 |
CCM INVESTMENT ADVISERS LLC | 4 | 4 | 1.52% | 2.00% | 2.19% | Q4 2022 | Q3 2023 | 4 |
Amida Capital Management II, LLC | 1 | 1 | 0.06% | 0.23% | 0.61% | Q2 2013 | Q1 2014 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.00% | 0.04% | 0.10% | Q1 2010 | Q3 2023 | 4 |
Investors Capital Advisory Services | 4 | 4 | 0.06% | 0.06% | 0.07% | Q2 2013 | Q1 2014 | 4 |
ValueAct Holdings | 4 | 4 | 1.40% | 10.02% | 15.88% | Q4 2022 | Q3 2023 | 4 |
Capital Investment Counsel, Inc | 4 | 4 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q1 2022 | 4 |
Financial Partners Group, Inc | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Steigerwald, Gordon & Koch Inc. | 4 | 4 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q1 2022 | 4 |
VALINOR MANAGEMENT, L.P. | 4 | 4 | 2.87% | 3.46% | 4.43% | Q3 2018 | Q2 2019 | 4 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 2 | 1 | 0.57% | 1.37% | 2.78% | Q4 2016 | Q1 2023 | 4 |
GABLES CAPITAL MANAGEMENT INC. | 3 | 1 | 0.00% | 0.04% | 0.08% | Q3 2020 | Q3 2023 | 4 |
D1 Capital Partners L.P. | 2 | 1 | 0.57% | 1.45% | 2.38% | Q3 2019 | Q3 2023 | 4 |
Next Capital Management LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2019 | 4 |
Bell Rock Capital LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q2 2018 | 4 |
GlobalBridge, Inc. | 4 | 4 | 0.11% | 0.15% | 0.16% | Q2 2013 | Q1 2014 | 4 |
Riverstone Advisors, LLC | 4 | 4 | 0.20% | 0.25% | 0.28% | Q4 2021 | Q3 2022 | 4 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 4 | 4 | 1.80% | 2.18% | 2.67% | Q4 2022 | Q3 2023 | 4 |
Personal Wealth Partners | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2021 | 4 |
Gladstone Capital Management LLP | 4 | 4 | 1.96% | 6.91% | 9.14% | Q1 2021 | Q4 2021 | 4 |
Semmax Financial Advisors Inc. | 2 | 1 | 0.03% | 0.08% | 0.20% | Q4 2018 | Q3 2023 | 4 |
Geduld E E | 1 | 1 | 0.24% | 0.57% | 0.96% | Q1 2014 | Q4 2016 | 4 |
United American Securities Inc. (d/b/a UAS Asset Management) | 1 | 1 | 0.06% | 0.38% | 0.59% | Q1 2018 | Q2 2021 | 4 |
McAlister, Sweet & Associates, Inc. | 2 | 1 | 0.20% | 0.25% | 0.33% | Q2 2022 | Q4 2023 | 4 |
Zhang Financial LLC | 3 | 1 | 0.03% | 0.05% | 0.08% | Q3 2021 | Q2 2023 | 4 |
RBA Wealth Management, LLC | 2 | 2 | 0.10% | 0.13% | 0.16% | Q3 2020 | Q1 2022 | 4 |
Woodline Partners LP | 3 | 1 | 0.03% | 0.43% | 0.65% | Q2 2022 | Q3 2023 | 4 |
Stux Capital Management, LLC | 2 | 2 | 0.06% | 0.20% | 0.36% | Q2 2013 | Q2 2014 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.15% | 0.24% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Relyea Zuckerberg Hanson LLC | 3 | 1 | 0.08% | 0.09% | 0.13% | Q3 2020 | Q3 2023 | 4 |
F&C Asset Management plc | 4 | 4 | 0.14% | 0.18% | 0.20% | Q2 2013 | Q1 2014 | 4 |
Weil Company, Inc. | 4 | 4 | 0.22% | 0.27% | 0.31% | Q4 2022 | Q3 2023 | 4 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 3 | 1 | 0.98% | 1.13% | 1.45% | Q4 2015 | Q3 2017 | 4 |
Mondrian Investment Partners LTD | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Meadow Creek Wealth Advisors LLC | 4 | 4 | 0.67% | 0.84% | 1.03% | Q4 2021 | Q3 2022 | 4 |
Single Point Partners, LLC | 1 | 1 | 0.06% | 0.16% | 0.39% | Q3 2020 | Q2 2023 | 4 |
Copperleaf Capital, LLC | 4 | 4 | 0.30% | 0.37% | 0.41% | Q4 2022 | Q3 2023 | 4 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 4 | 4 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q3 2022 | 4 |
Lloyd Advisory Services, LLC. | 2 | 1 | 0.00% | 0.24% | 0.91% | Q1 2020 | Q3 2023 | 4 |
DCF Advisers, LLC | 2 | 1 | 0.09% | 0.12% | 0.15% | Q4 2020 | Q2 2022 | 4 |
Summit Wealth Group, LLC | 2 | 2 | 0.02% | 0.08% | 0.12% | Q1 2021 | Q2 2023 | 4 |
Alpha Omega Group, Inc. | 4 | 4 | 0.23% | 0.32% | 0.41% | Q4 2020 | Q3 2021 | 4 |
Insight Holdings Group, LLC | 3 | 1 | 0.29% | 0.40% | 0.47% | Q3 2013 | Q3 2023 | 4 |
Resonant Capital Advisors, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q3 2021 | 4 |
Aquatic Capital Management LLC | 2 | 1 | 0.28% | 0.49% | 1.03% | Q4 2021 | Q3 2023 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2020 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 2.44% | 2.87% | 3.24% | Q4 2022 | Q3 2023 | 4 |
Paul John Balson | 4 | 4 | 0.12% | 0.18% | 0.24% | Q1 2020 | Q4 2020 | 4 |
Truadvice, LLC | 3 | 1 | 0.11% | 0.24% | 0.34% | Q4 2020 | Q3 2023 | 4 |
NTV ASSET MANAGEMENT LLC | 4 | 4 | 0.08% | 0.10% | 0.13% | Q1 2015 | Q4 2015 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.03% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.33% | 0.89% | 2.43% | Q4 2020 | Q3 2021 | 4 |
DCM Advisors, LLC | 2 | 1 | 0.10% | 0.38% | 0.66% | Q4 2020 | Q3 2023 | 4 |
Running Point Capital Advisors, LLC | 4 | 4 | 0.28% | 0.30% | 0.32% | Q4 2020 | Q3 2021 | 4 |
Alpha DNA Investment Management LLC | 2 | 1 | 0.41% | 0.81% | 1.18% | Q4 2020 | Q1 2023 | 4 |
TKG Advisors, LLC | 2 | 2 | 0.38% | 1.25% | 1.93% | Q4 2021 | Q3 2023 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Accretive Wealth Partners, LLC | 4 | 4 | 0.76% | 0.82% | 0.88% | Q1 2021 | Q4 2021 | 4 |
Continuum Advisory, LLC | 3 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 4 |
Coppell Advisory Solutions LLC | 4 | 4 | 0.01% | 0.06% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Snowhook Capital Management LP | 3 | 1 | 1.37% | 4.16% | 7.99% | Q4 2021 | Q4 2022 | 4 |
Concentric Capital Strategies, LP | 3 | 1 | 0.04% | 0.48% | 0.99% | Q2 2022 | Q3 2023 | 4 |
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 3 | 1 | 5.05% | 8.82% | 10.58% | Q1 2022 | Q3 2023 | 4 |
WCG Wealth Advisors LLC | 2 | 1 | 0.01% | 0.16% | 0.29% | Q3 2022 | Q3 2023 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.04% | 0.07% | 0.08% | Q1 2021 | Q2 2022 | 4 |
Clarity Financial LLC | 4 | 4 | 0.04% | 0.32% | 1.10% | Q4 2020 | Q3 2021 | 4 |
SELDON CAPITAL LP | 4 | 4 | 0.08% | 0.95% | 3.48% | Q4 2021 | Q3 2022 | 4 |
C2C Wealth Management, LLC | 3 | 1 | 0.03% | 0.06% | 0.10% | Q4 2021 | Q2 2023 | 4 |
Corsicana & Co. | 4 | 4 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q1 2022 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.44% | 0.79% | 1.06% | Q4 2022 | Q3 2023 | 4 |
CV Advisors LLC | 2 | 2 | 0.15% | 0.16% | 0.16% | Q4 2021 | Q3 2023 | 4 |
JTC Employer Solutions Trustee Ltd | 4 | 4 | 0.05% | 0.12% | 0.18% | Q1 2022 | Q4 2022 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.02% | 0.05% | 0.09% | Q3 2022 | Q3 2023 | 4 |
Roberts Capital Advisors, LLC | 4 | 4 | 0.73% | 0.78% | 0.83% | Q4 2021 | Q3 2022 | 4 |
Alliance Wealth Advisors, LLC /UT | 4 | 4 | 1.06% | 1.24% | 1.51% | Q4 2022 | Q3 2023 | 4 |
Greenland Capital Management LP | 4 | 4 | 0.12% | 0.52% | 1.18% | Q4 2022 | Q3 2023 | 4 |
Cross Staff Investments Inc | 4 | 4 | 0.37% | 0.44% | 0.52% | Q4 2021 | Q3 2022 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.01% | 0.03% | 0.08% | Q4 2021 | Q4 2022 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.09% | 0.11% | 0.13% | Q4 2021 | Q3 2022 | 4 |
Kolinsky Wealth Management, LLC | 2 | 2 | 0.26% | 0.28% | 0.30% | Q4 2021 | Q3 2023 | 4 |
Newlands Management Operations LLC | 4 | 4 | 1.08% | 1.44% | 1.79% | Q4 2022 | Q3 2023 | 4 |
PayPay Securities Corp | 4 | 4 | 0.06% | 0.23% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Lloyd Park, LLC | 4 | 4 | 1.05% | 1.32% | 1.56% | Q4 2021 | Q3 2022 | 4 |
H. L. Ormond & Company, LLC | 4 | 4 | 0.42% | 0.60% | 0.72% | Q4 2021 | Q3 2022 | 4 |
Pitti Group Wealth Management, LLC | 4 | 4 | 0.57% | 0.68% | 0.77% | Q4 2021 | Q3 2022 | 4 |
CARDIFF PARK ADVISORS, LLC | 3 | 1 | 0.04% | 0.08% | 0.18% | Q4 2021 | Q3 2023 | 4 |
Ameliora Wealth Management Ltd. | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 4 |
Chemistry Wealth Management LLC | 4 | 4 | 0.17% | 0.26% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Red Tortoise LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 4 |
626 Financial, LLC | 4 | 4 | 0.15% | 0.47% | 0.58% | Q4 2022 | Q3 2023 | 4 |
Carroll Investors, Inc | 4 | 4 | 4.71% | 5.50% | 6.45% | Q4 2021 | Q3 2022 | 4 |
Vienna Asset Management LLC | 4 | 4 | 0.58% | 2.17% | 5.57% | Q4 2021 | Q3 2022 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Harvest Portfolios Group Inc. | 4 | 4 | 0.61% | 0.80% | 0.92% | Q4 2022 | Q3 2023 | 4 |
CATALYST FINANCIAL PARTNERS LLC | 4 | 4 | 0.17% | 0.24% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.43% | 0.47% | 0.54% | Q4 2022 | Q3 2023 | 4 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 4 | 4 | 0.10% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Wallace Advisory Group, LLC | 4 | 4 | 0.48% | 0.78% | 0.95% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Ritter Daniher Financial Advisory LLC / DE | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Pacific Sage Partners, LLC | 4 | 4 | 0.07% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.06% | 0.15% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.06% | 0.32% | 0.50% | Q4 2022 | Q3 2023 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 0.12% | 0.20% | 0.23% | Q4 2022 | Q3 2023 | 4 |
WEIK CAPITAL MANAGEMENT | 4 | 4 | 0.09% | 0.13% | 0.15% | Q2 2021 | Q1 2022 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Warther Private Wealth, LLC | 4 | 4 | 0.44% | 0.58% | 0.71% | Q2 2021 | Q1 2022 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.53% | 0.73% | 0.81% | Q4 2022 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.95% | 0.98% | 1.07% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.02% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
TOWER BRIDGE ADVISORS | 3 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q4 2021 | 4 |
New Hampshire Trust | 4 | 4 | 0.52% | 0.74% | 0.82% | Q4 2022 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.03% | 0.08% | 0.13% | Q4 2022 | Q3 2023 | 4 |
SP Asset Management LLC | 4 | 4 | 0.45% | 0.56% | 0.62% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 1.03% | 1.29% | 1.38% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Olistico Wealth, LLC | 4 | 4 | 0.39% | 0.52% | 0.58% | Q4 2022 | Q3 2023 | 4 |
Fidelis Capital Partners, LLC | 4 | 4 | 0.28% | 0.37% | 0.42% | Q4 2022 | Q3 2023 | 4 |
HF Advisory Group, LLC | 4 | 4 | 0.52% | 0.63% | 0.68% | Q4 2022 | Q3 2023 | 4 |
Koesten, Hirschmann & Crabtree, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Seed Wealth Management, Inc. | 4 | 4 | 0.55% | 0.76% | 0.83% | Q4 2022 | Q3 2023 | 4 |
Worth Financial Advisory Group, LLC | 4 | 4 | 0.28% | 0.32% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.02% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
DOVER ADVISORS, LLC | 4 | 4 | 0.37% | 0.49% | 0.57% | Q4 2022 | Q3 2023 | 4 |
PETREDIS INVESTMENT ADVISORS LLC | 4 | 4 | 0.50% | 0.58% | 0.64% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Semus Wealth Partners LLC | 4 | 4 | 0.26% | 0.28% | 0.32% | Q4 2022 | Q3 2023 | 4 |
McGlone Suttner Wealth Management, Inc. | 4 | 4 | 0.13% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.38% | 0.47% | 0.54% | Q4 2022 | Q3 2023 | 4 |
WATERSHED PRIVATE WEALTH LLC | 4 | 4 | 0.33% | 0.39% | 0.45% | Q4 2022 | Q3 2023 | 4 |
Garden State Investment Advisory Services LLC | 4 | 4 | 0.17% | 0.20% | 0.23% | Q4 2022 | Q3 2023 | 4 |
VIAWEALTH, LLC | 4 | 4 | 0.40% | 0.48% | 0.53% | Q4 2022 | Q3 2023 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.57% | 0.76% | 0.87% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.34% | 0.44% | 0.52% | Q4 2022 | Q3 2023 | 4 |
CIC Wealth, LLC | 4 | 4 | 0.24% | 0.30% | 0.32% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Kapstone Financial Advisors LLC | 4 | 4 | 0.49% | 0.51% | 0.54% | Q4 2022 | Q3 2023 | 4 |
Talbot Financial, LLC | 4 | 4 | 1.44% | 1.87% | 2.05% | Q4 2022 | Q3 2023 | 4 |
Strait & Sound Wealth Management LLC | 4 | 4 | 0.49% | 0.63% | 0.79% | Q4 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.84% | 0.98% | 1.11% | Q4 2022 | Q3 2023 | 4 |
Werba Rubin Papier Wealth Management | 4 | 4 | 0.24% | 0.39% | 0.46% | Q4 2022 | Q3 2023 | 4 |
Tilt Investment Management Holdings, PBC | 4 | 4 | 0.52% | 0.70% | 0.77% | Q4 2022 | Q3 2023 | 4 |
BRADY FAMILY WEALTH, LLC | 4 | 4 | 0.22% | 0.30% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Hyperion Partners, LLC | 4 | 4 | 0.20% | 0.27% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 0.29% | 0.33% | 0.38% | Q2 2022 | Q3 2023 | 4 |
Frank, Rimerman Advisors LLC | 3 | 1 | 0.07% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 4 |
KENNEDY INVESTMENT GROUP | 4 | 4 | 0.17% | 0.20% | 0.25% | Q4 2022 | Q3 2023 | 4 |
First County Bank /CT/ | 4 | 4 | 0.32% | 0.58% | 0.74% | Q4 2022 | Q3 2023 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.27% | 0.39% | 0.46% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.06% | 0.15% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Slocum, Gordon & Co LLP | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Etesian Wealth Advisors, Inc. | 4 | 4 | 0.48% | 0.64% | 0.71% | Q4 2022 | Q3 2023 | 4 |
MAPLE SECURITIES USA INC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q4 2013 | Q2 2015 | 4 |
BRISTOL JOHN W & CO INC /NY/ | 4 | 4 | 0.84% | 1.01% | 1.09% | Q4 2022 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 1.05% | 1.14% | 1.29% | Q3 2020 | Q2 2021 | 4 |
STEADFAST CAPITAL MANAGEMENT LP | 3 | 1 | 0.50% | 1.34% | 1.95% | Q1 2015 | Q3 2020 | 4 |
SANDER CAPITAL ADVISORS INC | 2 | 1 | 0.01% | 1.94% | 4.18% | Q4 2017 | Q1 2019 | 4 |
HIGHLINE CAPITAL MANAGEMENT, L.P. | 4 | 4 | 4.86% | 6.27% | 7.52% | Q3 2019 | Q2 2020 | 4 |
GREENWOOD CAPITAL ASSOCIATES LLC | 4 | 4 | 0.77% | 0.83% | 0.91% | Q2 2013 | Q1 2014 | 4 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 3 | 1 | 0.36% | 0.45% | 0.69% | Q1 2017 | Q3 2018 | 4 |
GILL CAPITAL PARTNERS, LLC | 2 | 1 | 0.09% | 0.11% | 0.13% | Q1 2022 | Q4 2023 | 4 |
ARS Investment Partners, LLC | 4 | 4 | 0.81% | 1.40% | 1.72% | Q4 2015 | Q3 2016 | 4 |
AUGUSTINE ASSET MANAGEMENT INC | 4 | 4 | 0.28% | 0.35% | 0.38% | Q4 2022 | Q3 2023 | 4 |
DG CAPITAL MANAGEMENT INC | 3 | 1 | 0.84% | 1.40% | 1.97% | Q3 2014 | Q2 2016 | 4 |
NWI MANAGEMENT LP | 4 | 4 | 1.66% | 3.40% | 5.66% | Q4 2018 | Q3 2019 | 4 |
CHURCHILL MANAGEMENT Corp | 2 | 1 | 0.04% | 0.09% | 0.12% | Q3 2013 | Q3 2023 | 4 |
ALTA CAPITAL MANAGEMENT LLC/ | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2015 | Q1 2016 | 4 |
ZWEIG ADVISERS LLC | 3 | 1 | 0.81% | 1.25% | 1.59% | Q4 2013 | Q2 2016 | 4 |
PARNASSUS INVESTMENTS, LLC | 4 | 4 | 1.98% | 2.71% | 2.96% | Q4 2022 | Q3 2023 | 4 |
SMITH ASSET MANAGEMENT GROUP LP | 4 | 4 | 1.03% | 1.33% | 1.62% | Q2 2018 | Q1 2019 | 4 |
SPOT TRADING L.L.C. | 2 | 2 | 0.11% | 0.20% | 0.28% | Q2 2017 | Q3 2017 | 4 |
BRAVE ASSET MANAGEMENT INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q3 2016 | 4 |
Jupiter Investment Management Ltd | 3 | 1 | 0.00% | 0.04% | 0.16% | Q4 2013 | Q2 2020 | 4 |
SUFFOLK CAPITAL MANAGEMENT LLC | 4 | 4 | 0.89% | 1.16% | 1.69% | Q4 2017 | Q3 2018 | 4 |
ADVISORY RESEARCH INC | 2 | 1 | 0.00% | 0.03% | 0.07% | Q1 2014 | Q3 2023 | 4 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.03% | 0.06% | 0.12% | Q3 2014 | Q3 2020 | 4 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 4 | 4 | 0.83% | 0.96% | 1.08% | Q1 2022 | Q4 2022 | 4 |
CASCADE INVESTMENT GROUP, INC. | 4 | 4 | 0.47% | 0.61% | 0.67% | Q4 2022 | Q3 2023 | 4 |
Cumberland Partners Ltd | 3 | 1 | 0.05% | 0.12% | 0.20% | Q1 2022 | Q3 2023 | 4 |
Kernodle & Katon Asset Management Group, LLC | 4 | 4 | 0.01% | 0.02% | 0.06% | Q4 2015 | Q3 2016 | 4 |
New Century Advisors, LLC | 4 | 4 | 0.92% | 1.00% | 1.18% | Q4 2021 | Q3 2022 | 4 |
AustralianSuper Pty Ltd | 3 | 3 | 0.91% | 1.08% | 1.23% | Q1 2023 | Q3 2023 | 3 |
Elgethun Capital Management | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q4 2020 | 3 |
Schooner Investment Group, LLC. | 3 | 3 | 0.24% | 0.25% | 0.26% | Q1 2015 | Q3 2015 | 3 |
MANA Advisors LLC | 1 | 1 | 0.20% | 2.33% | 5.59% | Q4 2017 | Q1 2020 | 3 |
FOCUS Wealth Advisors, LLC | 2 | 1 | 0.73% | 0.93% | 1.04% | Q4 2020 | Q3 2023 | 3 |
Balboa Wealth Partners | 3 | 3 | 0.08% | 0.10% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Farmers & Merchants Trust Co of Chambersburg PA | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Chanos & Co LP | 2 | 2 | 0.75% | 1.15% | 1.36% | Q1 2023 | Q2 2023 | 3 |
DERBY & COMPANY, INC | 3 | 3 | 0.34% | 0.36% | 0.39% | Q1 2021 | Q3 2021 | 3 |
Premier Fund Managers Ltd | 3 | 3 | 0.25% | 0.36% | 0.48% | Q1 2023 | Q3 2023 | 3 |
Ignis Investment Services Ltd | 3 | 3 | 0.92% | 1.07% | 1.36% | Q4 2013 | Q2 2014 | 3 |
Holistic Financial Partners | 2 | 1 | 0.05% | 0.10% | 0.19% | Q4 2017 | Q3 2020 | 3 |
Cider Mill Investments LP | 3 | 3 | 3.28% | 4.34% | 5.97% | Q3 2018 | Q1 2019 | 3 |
South Shore Capital Advisors | 2 | 1 | 0.34% | 0.60% | 0.73% | Q4 2020 | Q4 2021 | 3 |
Nishkama Capital, LLC | 1 | 1 | 0.51% | 1.50% | 3.36% | Q2 2022 | Q1 2023 | 3 |
36 SOUTH CAPITAL ADVISORS LLP | 2 | 1 | 2.46% | 4.17% | 6.24% | Q4 2020 | Q3 2021 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
PARK PRESIDIO CAPITAL LLC | 3 | 3 | 1.99% | 4.24% | 5.86% | Q4 2021 | Q2 2022 | 3 |
AHL Partners LLP | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q4 2017 | 3 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (LUXEMBOURG) | 2 | 1 | 0.26% | 0.65% | 0.90% | Q4 2015 | Q3 2016 | 3 |
Disciplina Capital Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 3 |
WRIGHT INVESTORS SERVICE INC | 3 | 3 | 0.08% | 0.20% | 0.26% | Q1 2023 | Q3 2023 | 3 |
DIAMANT ASSET MANAGEMENT, INC. | 3 | 3 | 0.17% | 0.19% | 0.20% | Q3 2021 | Q1 2022 | 3 |
INSPIRION WEALTH ADVISORS, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Gateway Advisory, LLC | 3 | 3 | 0.82% | 0.90% | 1.00% | Q3 2020 | Q1 2021 | 3 |
Hartford Funds Management Co LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
THORNBURG INVESTMENT MANAGEMENT INC | 3 | 3 | 0.15% | 0.20% | 0.26% | Q3 2019 | Q1 2020 | 3 |
KOPP INVESTMENT ADVISORS LLC | 3 | 3 | 0.20% | 0.22% | 0.23% | Q3 2018 | Q1 2019 | 3 |
SOROS CAPITAL MANAGEMENT LLC | 1 | 1 | 4.17% | 5.75% | 7.95% | Q4 2019 | Q3 2023 | 3 |
InterOcean Capital, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q2 2020 | 3 |
InTrack Investment Management Inc | 3 | 3 | 0.99% | 1.09% | 1.23% | Q2 2023 | Q4 2023 | 3 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.01% | 0.14% | 0.39% | Q4 2014 | Q4 2021 | 3 |
North Fourth Asset Management, LP | 1 | 1 | 0.37% | 1.03% | 1.85% | Q1 2018 | Q3 2023 | 3 |
Financial Advisory Group | 3 | 3 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q4 2021 | 3 |
MASSACHUSETTS INSTITUTE OF TECHNOLOGY | 3 | 3 | 9.18% | 12.82% | 18.56% | Q1 2020 | Q3 2020 | 3 |
Ferox Capital Management LP | 3 | 3 | 0.48% | 0.62% | 0.71% | Q1 2018 | Q3 2018 | 3 |
XN LP | 3 | 3 | 6.75% | 8.28% | 9.77% | Q1 2023 | Q3 2023 | 3 |
Brio Consultants, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
GODSEY & GIBB, INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Werlinich Asset Management, LLC | 3 | 3 | 0.20% | 0.21% | 0.21% | Q1 2023 | Q3 2023 | 3 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Vahanian & Associates Financial Planning Inc. | 3 | 3 | 1.17% | 2.14% | 2.66% | Q1 2023 | Q3 2023 | 3 |
Joseph Group Capital Management | 3 | 3 | 0.87% | 0.94% | 1.02% | Q1 2023 | Q3 2023 | 3 |
QCI ASSET MANAGEMENT INC/NY | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 3 |
AM Squared Ltd | 3 | 3 | 0.19% | 0.48% | 0.65% | Q4 2022 | Q2 2023 | 3 |
Capital Group Investment Management Pte. Ltd. | 3 | 3 | 0.14% | 0.69% | 0.96% | Q1 2023 | Q3 2023 | 3 |
Mill Capital Management, LLC | 3 | 3 | 0.94% | 0.97% | 0.99% | Q1 2023 | Q3 2023 | 3 |
One Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 3 |
SageGuard Financial Group, LLC | 3 | 3 | 0.28% | 0.49% | 0.82% | Q4 2020 | Q2 2021 | 3 |
Corrigan Financial, Inc. | 3 | 3 | 0.07% | 0.07% | 0.08% | Q2 2021 | Q4 2021 | 3 |
Davide Leone & Partners Investment Co Ltd. | 2 | 1 | 2.97% | 3.70% | 4.76% | Q1 2020 | Q1 2021 | 3 |
Geier Asset Management, Inc. | 3 | 3 | 1.21% | 1.29% | 1.39% | Q4 2020 | Q2 2021 | 3 |
Noked Israel Ltd | 3 | 3 | 0.62% | 3.67% | 6.65% | Q1 2023 | Q3 2023 | 3 |
ANGLEPOINT ASSET MANAGEMENT, LTD. | 3 | 3 | 1.81% | 2.74% | 4.27% | Q3 2020 | Q1 2021 | 3 |
V-Square Quantitative Management LLC | 3 | 3 | 0.68% | 0.93% | 1.14% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 3 |
INCEPTIONR LLC | 3 | 3 | 0.11% | 0.28% | 0.44% | Q1 2023 | Q3 2023 | 3 |
CUE ADVISORY SERVICES, INC. | 3 | 3 | 0.18% | 0.20% | 0.22% | Q1 2018 | Q3 2018 | 3 |
OCCUDO QUANTITATIVE STRATEGIES LP | 1 | 1 | 0.12% | 0.19% | 0.24% | Q1 2021 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.22% | 0.22% | 0.23% | Q1 2023 | Q3 2023 | 3 |
KSA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.65% | 2.33% | 4.81% | Q3 2015 | Q3 2017 | 3 |
Providence First Trust Co | 3 | 3 | 0.80% | 0.82% | 0.87% | Q3 2020 | Q1 2021 | 3 |
Strata Wealth Advisors, LLC | 2 | 1 | 0.12% | 0.23% | 0.34% | Q4 2022 | Q3 2023 | 3 |
SB Management Ltd | 3 | 3 | 0.48% | 2.26% | 3.82% | Q3 2020 | Q1 2021 | 3 |
Fortress Wealth Group, LLC | 3 | 3 | 0.18% | 0.24% | 0.32% | Q3 2021 | Q1 2022 | 3 |
CRA Financial Services, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q2 2021 | Q4 2021 | 3 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.48% | 1.00% | 1.34% | Q4 2021 | Q2 2023 | 3 |
Hickory Lane Capital Management LP | 3 | 3 | 1.69% | 3.52% | 4.67% | Q3 2021 | Q1 2022 | 3 |
CHASE INVESTMENT COUNSEL CORP | 3 | 3 | 1.05% | 1.82% | 2.27% | Q1 2023 | Q3 2023 | 3 |
Jabre Capital Partners S.A. | 3 | 3 | 0.28% | 1.06% | 1.58% | Q1 2018 | Q3 2018 | 3 |
AIRE ADVISORS, LLC | 3 | 3 | 0.12% | 0.16% | 0.19% | Q4 2021 | Q2 2022 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.24% | 0.25% | 0.28% | Q1 2023 | Q3 2023 | 3 |
THREADGILL FINANCIAL, LLC | 3 | 3 | 0.97% | 1.72% | 2.42% | Q3 2021 | Q1 2022 | 3 |
StrongBox Wealth, LLC | 3 | 3 | 0.23% | 0.31% | 0.39% | Q2 2020 | Q4 2020 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.21% | 0.25% | 0.27% | Q1 2023 | Q3 2023 | 3 |
CQS Cayman LP | 3 | 3 | 0.02% | 0.16% | 0.31% | Q2 2014 | Q4 2014 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
ROAM Global Management LP | 3 | 3 | 14.83% | 21.34% | 28.55% | Q4 2020 | Q2 2021 | 3 |
INTREPID CAPITAL MANAGEMENT INC /DE/ | 3 | 3 | 0.51% | 0.79% | 0.95% | Q2 2013 | Q4 2013 | 3 |
FIRST NATIONAL BANK OF OMAHA | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Segantii Capital Management Ltd | 1 | 1 | 0.97% | 6.40% | 16.58% | Q2 2015 | Q3 2019 | 3 |
UNITED BANK | 3 | 3 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q1 2021 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Ignite Planners, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
SPX Gestao de Recursos Ltda | 3 | 3 | 0.36% | 0.71% | 1.14% | Q1 2022 | Q3 2022 | 3 |
GeoWealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 3 |
Three Bridge Wealth Advisors, LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Capital International Sarl | 3 | 3 | 0.55% | 0.69% | 0.77% | Q1 2023 | Q3 2023 | 3 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q2 2022 | 3 |
EWA, LLC | 3 | 3 | 0.20% | 0.22% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.11% | 0.17% | 0.24% | Q4 2021 | Q2 2022 | 3 |
ENGINE NO. 1 LLC | 3 | 3 | 0.20% | 0.30% | 0.36% | Q2 2021 | Q4 2021 | 3 |
Soroban Capital Partners LP | 2 | 1 | 0.24% | 1.08% | 2.35% | Q1 2015 | Q2 2016 | 3 |
HARTWELL J M LIMITED PARTNERSHIP | 2 | 1 | 0.11% | 0.15% | 0.20% | Q2 2013 | Q3 2019 | 3 |
Treybourne Wealth Planners, Inc. | 3 | 3 | 0.17% | 0.18% | 0.19% | Q4 2020 | Q2 2021 | 3 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 3 | 3 | 0.07% | 0.22% | 0.50% | Q1 2023 | Q3 2023 | 3 |
FORT PITT CAPITAL GROUP, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q2 2020 | 3 |
Investidor Profissional Gestao de Recursos Ltda. | 3 | 3 | 1.76% | 2.36% | 2.75% | Q3 2021 | Q1 2022 | 3 |
Zenyatta Capital Management LP | 3 | 3 | 0.63% | 0.78% | 0.88% | Q1 2022 | Q3 2022 | 3 |
Marlowe Partners LP | 3 | 3 | 4.64% | 5.66% | 6.69% | Q1 2022 | Q3 2022 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2018 | 3 |
Leverage Partners Absolute Return Fund SPC | 2 | 1 | 0.15% | 0.99% | 2.52% | Q1 2021 | Q2 2023 | 3 |
Consolidated Planning Corp | 1 | 1 | 0.08% | 0.35% | 0.52% | Q3 2021 | Q3 2023 | 3 |
Wills Financial Group, Inc. | 3 | 3 | 0.31% | 0.40% | 0.46% | Q4 2020 | Q2 2021 | 3 |
Jericho Capital Asset Management L.P. | 2 | 1 | 2.34% | 2.73% | 3.24% | Q3 2016 | Q3 2023 | 3 |
Red Cedar Management, LP | 3 | 3 | 1.81% | 2.75% | 3.48% | Q4 2017 | Q2 2018 | 3 |
CANTOR FITZGERALD, L. P. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 3 |
BENNETT LAWRENCE MANAGEMENT L L C/NY | 3 | 3 | 0.47% | 0.96% | 1.25% | Q2 2013 | Q4 2013 | 3 |
PIONEER TRUST BANK N A/OR | 3 | 3 | 0.86% | 0.95% | 1.01% | Q1 2023 | Q3 2023 | 3 |
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 3 | 3 | 0.45% | 1.08% | 1.54% | Q1 2023 | Q3 2023 | 3 |
Echo45 Advisors LLC | 3 | 3 | 0.21% | 0.36% | 0.53% | Q4 2021 | Q2 2022 | 3 |
CAPITAL INTERNATIONAL LTD /CA/ | 3 | 3 | 0.76% | 0.88% | 0.95% | Q1 2023 | Q3 2023 | 3 |
Capital Wealth Alliance, LLC | 2 | 1 | 0.15% | 0.17% | 0.21% | Q4 2019 | Q4 2020 | 3 |
Capital International, Inc./CA/ | 3 | 3 | 0.14% | 0.42% | 0.59% | Q1 2023 | Q3 2023 | 3 |
55I, LLC | 2 | 1 | 0.02% | 0.02% | 0.04% | Q3 2021 | Q3 2022 | 3 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 2 | 1 | 0.03% | 0.94% | 1.56% | Q1 2022 | Q1 2023 | 3 |
Econ Financial Services Corp | 3 | 3 | 0.00% | 0.08% | 0.25% | Q4 2021 | Q2 2022 | 3 |
GLG INC. | 3 | 3 | 0.00% | 0.33% | 0.51% | Q2 2013 | Q4 2013 | 3 |
Wealth Advisors of Iowa, LLC | 3 | 3 | 0.69% | 0.76% | 0.85% | Q1 2023 | Q3 2023 | 3 |
RICHELIEU GESTION SA | 3 | 3 | 1.82% | 2.11% | 2.35% | Q1 2023 | Q3 2023 | 3 |
Element Wealth, LLC | 3 | 3 | 0.18% | 0.18% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Gray Wealth Management Inc. | 3 | 3 | 0.12% | 0.13% | 0.15% | Q3 2021 | Q1 2022 | 3 |
Sender Co & Partners, Inc. | 3 | 3 | 0.63% | 1.76% | 2.73% | Q4 2021 | Q2 2022 | 3 |
JARISLOWSKY, FRASER Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Trellus Management Company, LLC | 2 | 1 | 0.24% | 0.56% | 0.73% | Q1 2014 | Q2 2015 | 3 |
Deane Retirement Strategies, Inc. | 2 | 1 | 0.32% | 1.11% | 1.62% | Q1 2015 | Q4 2016 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2013 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Old Well Partners, LLC | 3 | 3 | 0.74% | 0.82% | 0.90% | Q1 2023 | Q3 2023 | 3 |
Crosspoint Capital Strategies, LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q1 2015 | Q4 2015 | 3 |
Lingohr Asset Management GmbH | 3 | 3 | 1.66% | 1.71% | 1.76% | Q1 2023 | Q3 2023 | 3 |
Loveless Wealth Management LLC | 3 | 3 | 0.12% | 0.14% | 0.16% | Q3 2021 | Q1 2022 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q2 2021 | 3 |
VETAMER CAPITAL MANAGEMENT, L.P. | 3 | 3 | 1.82% | 2.24% | 2.45% | Q1 2023 | Q3 2023 | 3 |
Stone House Investment Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 3 |
Burt Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Daiwa SB Investments Ltd. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
BWCP, LP | 3 | 3 | 3.24% | 3.70% | 4.20% | Q1 2023 | Q3 2023 | 3 |
JAT CAPITAL MANAGEMENT, L.P. | 3 | 3 | 1.10% | 1.31% | 1.56% | Q2 2013 | Q4 2013 | 3 |
Granahan Investment Management | 3 | 3 | 0.24% | 0.43% | 0.56% | Q2 2013 | Q4 2013 | 3 |
EVR Research LP | 3 | 3 | 0.88% | 1.53% | 1.87% | Q2 2022 | Q4 2022 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.47% | 0.49% | 0.53% | Q1 2023 | Q3 2023 | 3 |
FRONTIER INVESTMENT MGMT CO | 3 | 3 | 0.05% | 0.06% | 0.06% | Q4 2019 | Q2 2020 | 3 |
Northern Financial Advisors Inc | 3 | 3 | 0.19% | 0.25% | 0.30% | Q1 2023 | Q3 2023 | 3 |
DOCK STREET ASSET MANAGEMENT INC | 3 | 3 | 0.41% | 0.47% | 0.51% | Q1 2022 | Q3 2022 | 3 |
Invenomic Capital Management LP | 3 | 3 | 0.54% | 1.04% | 1.92% | Q2 2022 | Q4 2022 | 3 |
Phillips Wealth Planners LLC | 3 | 3 | 0.30% | 0.30% | 0.31% | Q1 2023 | Q3 2023 | 3 |
Enterprise Trust & Investment Co | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2022 | 3 |
FFT WEALTH MANAGEMENT LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Talisman Wealth Advisors LLC | 3 | 3 | 0.42% | 0.42% | 0.43% | Q1 2023 | Q3 2023 | 3 |
Latitude Advisors, LLC | 3 | 3 | 0.08% | 0.09% | 0.11% | Q3 2021 | Q1 2022 | 3 |
YALE UNIVERSITY | 1 | 1 | 0.68% | 0.99% | 1.33% | Q2 2013 | Q3 2016 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
FIRST NEW YORK SECURITIES LLC /NY | 2 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q1 2014 | 3 |
Newbrook Capital Advisors LP | 2 | 1 | 4.41% | 4.54% | 4.72% | Q3 2019 | Q4 2021 | 3 |
First Citizens Financial Corp | 2 | 1 | 0.17% | 0.19% | 0.23% | Q3 2020 | Q2 2021 | 3 |
Connective Portfolio Management, LLC | 3 | 3 | 2.71% | 4.34% | 7.14% | Q1 2023 | Q3 2023 | 3 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
COMPASS CAPITAL MANAGEMENT, INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q1 2021 | 3 |
AXIOM INVESTORS LLC /DE | 3 | 3 | 0.81% | 1.11% | 1.35% | Q2 2013 | Q4 2013 | 3 |
BBR PARTNERS, LLC | 2 | 1 | 0.05% | 0.63% | 1.11% | Q4 2019 | Q4 2021 | 3 |
Gratus Capital, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 3 |
Tairen Capital Ltd | 2 | 1 | 0.24% | 1.45% | 3.44% | Q3 2021 | Q1 2023 | 3 |
Seneca House Advisors | 3 | 3 | 0.14% | 0.16% | 0.18% | Q1 2021 | Q3 2021 | 3 |
Shamrock Asset Management LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2018 | 3 |
Decatur Capital Management, Inc. | 3 | 3 | 2.14% | 2.19% | 2.22% | Q3 2018 | Q1 2019 | 3 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 3 |
Southpoint Capital Advisors LP | 2 | 1 | 0.54% | 1.08% | 1.94% | Q1 2014 | Q3 2022 | 3 |
Vantage Investment Partners, LLC | 3 | 3 | 0.55% | 0.66% | 0.79% | Q3 2020 | Q1 2021 | 3 |
KPS Global Asset Management UK Ltd | 3 | 3 | 6.95% | 7.38% | 8.16% | Q1 2020 | Q3 2020 | 3 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 2 | 1 | 0.04% | 0.10% | 0.17% | Q2 2015 | Q3 2016 | 3 |
B&D White Capital Company, LLC | 1 | 1 | 0.41% | 0.45% | 0.53% | Q3 2021 | Q4 2022 | 3 |
Hamilton Wealth, LLC | 3 | 3 | 0.12% | 0.62% | 1.63% | Q1 2022 | Q3 2022 | 3 |
TriOaks Capital Management L.P. | 3 | 3 | 0.52% | 0.90% | 1.22% | Q2 2013 | Q4 2013 | 3 |
Ironwood Investment Counsel, LLC | 3 | 3 | 0.07% | 0.10% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Successful Portfolios LLC | 2 | 1 | 0.13% | 0.14% | 0.15% | Q4 2021 | Q1 2023 | 3 |
Marquette Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 3 |
Ramsay, Stattman, Vela & Price, Inc. | 3 | 3 | 0.38% | 0.40% | 0.42% | Q1 2022 | Q3 2022 | 3 |
Carlson Capital Management | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 3 |
GEORGE KAISER FAMILY FOUNDATION | 3 | 3 | 0.15% | 0.18% | 0.19% | Q2 2022 | Q4 2022 | 3 |
Social Capital PEP Management LLC | 3 | 3 | 5.80% | 6.82% | 7.86% | Q4 2017 | Q2 2018 | 3 |
MRP Capital Investments, LLC | 2 | 1 | 0.33% | 0.64% | 1.11% | Q4 2022 | Q3 2023 | 3 |
MAKENA CAPITAL MANAGEMENT LLC | 3 | 3 | 1.89% | 2.02% | 2.18% | Q2 2020 | Q4 2020 | 3 |
D L CARLSON INVESTMENT GROUP INC | 3 | 3 | 0.63% | 0.81% | 0.90% | Q1 2023 | Q3 2023 | 3 |
PINNBROOK CAPITAL MANAGEMENT LP | 2 | 1 | 0.40% | 1.79% | 4.01% | Q4 2021 | Q2 2023 | 3 |
J.Safra Asset Management Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Capital International Investors | 3 | 3 | 0.03% | 0.26% | 0.40% | Q1 2023 | Q3 2023 | 3 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 2 | 1 | 0.09% | 0.53% | 0.76% | Q1 2022 | Q3 2023 | 3 |
Numen Capital LLP | 3 | 3 | 2.08% | 3.34% | 4.41% | Q4 2017 | Q2 2018 | 3 |
Candlestick Capital Management LP | 2 | 1 | 0.14% | 0.74% | 1.05% | Q2 2021 | Q2 2022 | 3 |
New England Investment & Retirement Group, Inc. | 2 | 1 | 0.00% | 0.16% | 0.25% | Q1 2019 | Q1 2020 | 3 |
Newfound Research LLC | 2 | 1 | 0.12% | 0.13% | 0.14% | Q3 2020 | Q4 2021 | 3 |
Rinet Co LLC | 3 | 3 | 0.20% | 0.22% | 0.25% | Q1 2021 | Q3 2021 | 3 |
LGT Fund Management Co Ltd. | 3 | 3 | 0.09% | 0.25% | 0.43% | Q4 2021 | Q2 2022 | 3 |
ARGENTIERE CAPITAL AG | 3 | 3 | 1.14% | 3.09% | 5.16% | Q2 2016 | Q4 2016 | 3 |
OXFORD ASSET MANAGEMENT LLP | 3 | 3 | 0.01% | 0.05% | 0.09% | Q1 2018 | Q3 2018 | 3 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
KADENSA CAPITAL Ltd | 3 | 3 | 1.34% | 2.56% | 3.28% | Q2 2022 | Q4 2022 | 3 |
PROVENCE WEALTH MANAGEMENT GROUP | 3 | 3 | 0.25% | 0.26% | 0.27% | Q1 2023 | Q3 2023 | 3 |
Smith & Howard Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Headlands Technologies LLC | 3 | 3 | 0.03% | 0.12% | 0.24% | Q1 2023 | Q3 2023 | 3 |
COASTAL INVESTMENT MANAGEMENT, L.P. | 3 | 3 | 7.74% | 7.98% | 8.26% | Q1 2021 | Q3 2021 | 3 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 2 | 1 | 0.04% | 0.10% | 0.18% | Q4 2020 | Q1 2022 | 3 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 3 | 3 | 0.60% | 0.82% | 1.00% | Q4 2020 | Q2 2021 | 3 |
Charles Carroll Financial Partners, LLC | 2 | 1 | 0.71% | 0.87% | 0.94% | Q1 2022 | Q3 2023 | 3 |
Landmark Financial Advisors, LLC | 3 | 3 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
LaSalle St. Investment Advisors, LLC | 3 | 3 | 0.12% | 0.14% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Knollwood Investment Advisory, LLC | 3 | 3 | 0.05% | 0.60% | 1.29% | Q1 2023 | Q3 2023 | 3 |
Avalon Trust Co | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
TBH Global Asset Management, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Hilltop Park Associates LLC | 2 | 1 | 1.45% | 2.41% | 4.14% | Q4 2013 | Q2 2015 | 3 |
Private Capital Advisors, Inc. | 3 | 3 | 1.03% | 1.20% | 1.46% | Q4 2021 | Q2 2022 | 3 |
Harvest Investment Services, LLC | 2 | 1 | 0.14% | 0.18% | 0.20% | Q1 2019 | Q3 2020 | 3 |
FORTE ASSET MANAGEMENT LLC | 3 | 3 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.53% | 0.54% | 0.56% | Q1 2023 | Q3 2023 | 3 |
Sturgeon Ventures LLP | 3 | 3 | 2.30% | 2.85% | 3.55% | Q1 2023 | Q3 2023 | 3 |
Kingsbury Capital Investment Advisors LLC | 3 | 3 | 0.51% | 0.53% | 0.54% | Q1 2022 | Q3 2022 | 3 |
Sanoor Capital Management LP | 3 | 3 | 2.60% | 4.46% | 7.81% | Q3 2018 | Q1 2019 | 3 |
Virtus ETF Advisers LLC | 2 | 1 | 0.01% | 0.30% | 0.49% | Q3 2018 | Q3 2023 | 3 |
Kinetic Partners Management, LP | 3 | 3 | 4.43% | 6.29% | 8.60% | Q1 2023 | Q3 2023 | 3 |
Wakefield Asset Management LLLP | 3 | 3 | 0.51% | 0.54% | 0.58% | Q2 2021 | Q4 2021 | 3 |
Pointe Capital Management LLC | 3 | 3 | 0.05% | 0.18% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Lighthouse Investment Partners, LLC | 3 | 3 | 0.18% | 0.21% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Selkirk Management LLC | 3 | 3 | 4.00% | 4.17% | 4.45% | Q1 2023 | Q3 2023 | 3 |
Whitnell & Co. | 2 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2019 | 3 |
Stonehage Fleming Financial Services Holdings Ltd | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.13% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.14% | 0.15% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Buck Wealth Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Yoder Wealth Management, Inc. | 3 | 3 | 0.19% | 0.20% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Vawter Financial, Ltd. | 3 | 3 | 0.21% | 0.22% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.13% | 0.16% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Verdence Capital Advisors LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Claret Asset Management Corp | 2 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2021 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Jacobsen Capital Management | 3 | 3 | 0.14% | 0.16% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Capital Markets Trading UK LLP | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 3 |
SignalPoint Asset Management, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q2 2021 | Q4 2021 | 3 |
PIPER SANDLER & CO. | 1 | 1 | 0.00% | 0.17% | 0.50% | Q1 2014 | Q2 2019 | 3 |
OFI INVEST ASSET MANAGEMENT | 3 | 3 | 0.96% | 1.41% | 1.73% | Q1 2023 | Q3 2023 | 3 |
Trivant Custom Portfolio Group, LLC | 3 | 3 | 1.42% | 1.52% | 1.57% | Q1 2023 | Q3 2023 | 3 |
PETERSON WEALTH MANAGEMENT | 2 | 2 | 0.78% | 0.80% | 0.81% | Q2 2023 | Q3 2023 | 2 |
Quarry LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q1 2022 | 2 |
First Western Capital Management Co | 2 | 2 | 0.45% | 0.45% | 0.46% | Q4 2013 | Q1 2014 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
SHERBROOKE PARK ADVISERS LLC | 2 | 2 | 0.30% | 0.31% | 0.32% | Q2 2023 | Q3 2023 | 2 |
Solidarity Wealth, LLC | 1 | 1 | 0.16% | 0.30% | 0.44% | Q1 2022 | Q3 2022 | 2 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q3 2021 | Q4 2021 | 2 |
Beverly Hills Private Wealth, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Delta Financial Group, Inc. | 2 | 2 | 0.08% | 0.18% | 0.28% | Q2 2023 | Q3 2023 | 2 |
Gunderson Capital Management Inc. | 2 | 2 | 3.27% | 3.36% | 3.46% | Q1 2019 | Q2 2019 | 2 |
Northeast Financial Group, Inc. | 2 | 2 | 1.22% | 1.28% | 1.34% | Q3 2021 | Q4 2021 | 2 |
ARMISTICE CAPITAL, LLC | 2 | 2 | 0.18% | 0.27% | 0.35% | Q3 2021 | Q4 2021 | 2 |
PagnatoKarp Partners LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q1 2020 | 2 |
Hatteras Investment Partners, LP | 2 | 2 | 0.28% | 0.39% | 0.50% | Q3 2014 | Q4 2014 | 2 |
COMERICA SECURITIES INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q4 2018 | 2 |
Madrona Financial Services, LLC | 1 | 1 | 0.10% | 0.12% | 0.15% | Q4 2020 | Q3 2021 | 2 |
Greenwoods Asset Management Ltd | 2 | 2 | 0.03% | 0.05% | 0.06% | Q1 2020 | Q2 2020 | 2 |
Select Asset Management & Trust | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
LeJeune Puetz Investment Counsel LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2020 | 2 |
Sterling Capital Management LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q1 2014 | 2 |
Midwest Financial Group LLC | 2 | 2 | 0.70% | 0.72% | 0.72% | Q1 2023 | Q2 2023 | 2 |
Grey Street Capital, LLC | 2 | 2 | 0.29% | 0.30% | 0.30% | Q2 2023 | Q3 2023 | 2 |
S.C. Financial Services, Inc. | 2 | 2 | 0.26% | 0.26% | 0.27% | Q4 2021 | Q1 2022 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.05% | 0.64% | 1.24% | Q2 2023 | Q3 2023 | 2 |
Ratio Wealth Group | 2 | 2 | 0.07% | 0.07% | 0.08% | Q3 2021 | Q4 2021 | 2 |
SVA Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q4 2020 | 2 |
Aspen Wealth Strategies, LLC | 2 | 2 | 0.27% | 0.33% | 0.40% | Q4 2022 | Q1 2023 | 2 |
Wealth Alliance Advisory Group, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
WEALTH EFFECTS LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q1 2022 | 2 |
Legacy Capital Group California, Inc. | 2 | 2 | 0.40% | 0.41% | 0.41% | Q2 2023 | Q3 2023 | 2 |
Ratan Capital Management LP | 1 | 1 | 1.48% | 4.79% | 8.10% | Q4 2018 | Q1 2020 | 2 |
National Wealth Management Group, LLC | 1 | 1 | 0.39% | 0.44% | 0.50% | Q1 2023 | Q3 2023 | 2 |
683 Capital Management, LLC | 2 | 2 | 1.28% | 1.36% | 1.44% | Q2 2015 | Q3 2015 | 2 |
Abacus Wealth Partners, LLC | 1 | 1 | 0.18% | 0.19% | 0.20% | Q4 2020 | Q2 2021 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 1.26% | 1.27% | 1.28% | Q2 2023 | Q3 2023 | 2 |
Eastover Investment Advisors LLC | 2 | 2 | 0.63% | 0.67% | 0.71% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.11% | 0.14% | 0.17% | Q2 2023 | Q3 2023 | 2 |
EDENTREE ASSET MANAGEMENT Ltd | 2 | 2 | 3.73% | 3.83% | 3.93% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 1.18% | 1.20% | 1.21% | Q2 2023 | Q3 2023 | 2 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.06% | 0.63% | 1.20% | Q3 2013 | Q4 2016 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
LAZARI CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.98% | 0.98% | 0.98% | Q2 2023 | Q3 2023 | 2 |
Winthrop Partners - WNY, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 2 |
Arcataur Capital Management LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.36% | 0.42% | 0.48% | Q2 2023 | Q3 2023 | 2 |
SEVEN MILE ADVISORY | 2 | 2 | 0.28% | 0.29% | 0.31% | Q2 2023 | Q3 2023 | 2 |
Quaker Wealth Management, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2020 | Q1 2021 | 2 |
ADAMCAPITAL Gestao de Recursos Ltda. | 2 | 2 | 2.13% | 2.34% | 2.55% | Q2 2018 | Q3 2018 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.28% | 0.30% | 0.33% | Q2 2023 | Q3 2023 | 2 |
Simplify Asset Management Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q4 2021 | 2 |
Armstrong, Fleming & Moore, Inc | 2 | 2 | 0.24% | 0.24% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Level Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
BECK MACK & OLIVER LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q1 2022 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Covenant Multifamily Offices, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2021 | 2 |
Legend Financial Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
OneAscent Financial Services LLC | 2 | 2 | 0.17% | 0.22% | 0.27% | Q2 2023 | Q3 2023 | 2 |
PALLADIEM, LLC | 1 | 1 | 0.18% | 0.19% | 0.20% | Q4 2020 | Q2 2021 | 2 |
Voleon Capital Management LP | 2 | 2 | 2.82% | 3.12% | 3.42% | Q3 2019 | Q4 2019 | 2 |
CORNERCAP INVESTMENT COUNSEL INC | 2 | 2 | 0.37% | 0.37% | 0.38% | Q2 2023 | Q3 2023 | 2 |
Peoples Bank/KS | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2023 | Q4 2023 | 2 |
PA Capital LLC | 2 | 2 | 0.18% | 0.31% | 0.44% | Q2 2020 | Q3 2020 | 2 |
ICW Investment Advisors LLC | 2 | 2 | 0.12% | 0.14% | 0.15% | Q3 2021 | Q4 2021 | 2 |
Carson Advisory Inc. | 2 | 2 | 0.19% | 0.19% | 0.20% | Q2 2023 | Q3 2023 | 2 |
PFS Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BIP Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
True Capital Management | 2 | 2 | 0.28% | 0.32% | 0.37% | Q4 2022 | Q1 2023 | 2 |
RWQ Financial Management Services, Inc. | 2 | 2 | 0.06% | 1.06% | 2.06% | Q4 2020 | Q1 2021 | 2 |
NEIRG Wealth Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
HOPLITE CAPITAL MANAGEMENT, L.P. | 2 | 2 | 1.82% | 2.67% | 3.52% | Q1 2017 | Q2 2017 | 2 |
SMITH HAYES Advisers, Inc | 2 | 2 | 0.05% | 0.06% | 0.07% | Q4 2013 | Q1 2014 | 2 |
LOWE BROCKENBROUGH & CO INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 1 | 1 | 0.07% | 0.10% | 0.14% | Q2 2013 | Q3 2014 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
PERISCOPE CAPITAL INC. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Thrive Capital Management, LLC | 2 | 2 | 0.15% | 0.17% | 0.19% | Q2 2023 | Q3 2023 | 2 |
HST Ventures, LLC | 2 | 2 | 1.26% | 2.46% | 3.65% | Q3 2022 | Q4 2022 | 2 |
Sassicaia Capital Advisers LLC | 1 | 1 | 0.12% | 0.98% | 1.84% | Q1 2021 | Q3 2021 | 2 |
WESTERN FINANCIAL Corp | 2 | 2 | 0.58% | 0.58% | 0.59% | Q4 2020 | Q1 2021 | 2 |
Anson Funds Management LP | 1 | 1 | 0.13% | 0.45% | 0.77% | Q3 2016 | Q3 2021 | 2 |
Professional Financial Advisors, LLC | 2 | 2 | 0.13% | 0.16% | 0.19% | Q3 2021 | Q4 2021 | 2 |
TITLEIST CAPITAL, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q1 2022 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
Symmetry Investments LP | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
IFC Holdings Incorporated/FL | 1 | 1 | 0.13% | 0.15% | 0.16% | Q2 2013 | Q4 2015 | 2 |
Montecito Bank & Trust | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2023 | Q4 2023 | 2 |
Capital Group Private Client Services, Inc. | 2 | 2 | 0.33% | 0.38% | 0.43% | Q2 2023 | Q3 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
LVZ, Inc. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q1 2021 | 2 |
Chesapeake Wealth Management | 2 | 2 | 0.12% | 0.20% | 0.27% | Q4 2018 | Q1 2019 | 2 |
GENERAL AMERICAN INVESTORS CO INC | 2 | 2 | 0.36% | 0.56% | 0.76% | Q3 2021 | Q4 2021 | 2 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.02% | 0.06% | 0.09% | Q1 2014 | Q4 2018 | 2 |
Accuvest Global Advisors | 1 | 1 | 0.14% | 0.26% | 0.37% | Q1 2019 | Q3 2021 | 2 |
Guidant Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Asset Allocation & Management Company, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Francisco Partners Management, LP | 2 | 2 | 99.42% | 99.52% | 99.62% | Q4 2019 | Q1 2020 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2021 | 2 |
HUSSMAN STRATEGIC ADVISORS, INC. | 1 | 1 | 0.11% | 0.14% | 0.16% | Q1 2022 | Q3 2023 | 2 |
Leonard Green & Partners, L.P. | 2 | 2 | 1.18% | 1.61% | 2.03% | Q4 2019 | Q1 2020 | 2 |
BAR HARBOR WEALTH MANAGEMENT | 2 | 2 | 0.14% | 0.17% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Castle Hook Partners LP | 1 | 1 | 0.55% | 2.16% | 3.78% | Q2 2018 | Q1 2019 | 2 |
Vantis Investment Advisers L.P. | 2 | 2 | 3.69% | 6.39% | 9.09% | Q2 2019 | Q3 2019 | 2 |
HORIZON BANCORP INC /IN/ | 2 | 2 | 0.04% | 0.08% | 0.12% | Q2 2023 | Q3 2023 | 2 |
TTP Investments, Inc. | 2 | 2 | 0.19% | 0.21% | 0.23% | Q4 2021 | Q1 2022 | 2 |
Kula Investments, LLC | 2 | 2 | 0.09% | 0.16% | 0.23% | Q4 2022 | Q1 2023 | 2 |
FORESTERS ASSET MANAGEMENT INC. | 2 | 2 | 0.02% | 0.07% | 0.12% | Q2 2016 | Q3 2016 | 2 |
Global Strategic Investment Solutions, LLC | 2 | 2 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
MQS Management LLC | 1 | 1 | 0.17% | 0.20% | 0.24% | Q4 2022 | Q3 2023 | 2 |
Kercheville Advisors, LLC | 2 | 2 | 0.16% | 0.25% | 0.34% | Q3 2021 | Q4 2021 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2016 | Q3 2016 | 2 |
Renaissance Investment Group LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q1 2019 | Q2 2019 | 2 |
Baldwin Investment Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2021 | 2 |
VERNIER CAPITAL PARTNERS, LP | 2 | 2 | 3.53% | 3.74% | 3.95% | Q4 2018 | Q1 2019 | 2 |
MARYLAND CAPITAL ADVISORS INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
O'ROURKE & COMPANY, Inc | 2 | 2 | 0.15% | 0.16% | 0.17% | Q4 2021 | Q1 2022 | 2 |
Ulysses Management LLC | 1 | 1 | 0.07% | 0.10% | 0.12% | Q3 2020 | Q1 2023 | 2 |
Spouting Rock Asset Management, LLC | 1 | 1 | 0.38% | 0.42% | 0.46% | Q4 2019 | Q1 2021 | 2 |
JACOB ASSET MANAGEMENT OF NEW YORK LLC | 2 | 2 | 1.03% | 1.16% | 1.28% | Q2 2013 | Q3 2013 | 2 |
Gradient Capital Advisors, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Whitegate Investment Counselors, Inc. | 2 | 2 | 0.03% | 0.05% | 0.07% | Q2 2021 | Q3 2021 | 2 |
Odey Asset Management Group Ltd | 2 | 2 | 0.09% | 0.10% | 0.11% | Q1 2020 | Q2 2020 | 2 |
CYPRESS CAPITAL MANAGEMENT LLC | 2 | 2 | 0.04% | 0.05% | 0.07% | Q2 2022 | Q3 2022 | 2 |
Burns Matteson Capital Management, LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q3 2021 | Q4 2021 | 2 |
Odey Holdings AG | 2 | 2 | 1.05% | 1.10% | 1.15% | Q1 2020 | Q2 2020 | 2 |
WHITE PINE CAPITAL LLC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Fermata Advisors, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q4 2021 | 2 |
Holowesko Partners Ltd. | 1 | 1 | 0.74% | 0.92% | 1.10% | Q1 2017 | Q4 2017 | 2 |
CMC Financial Group | 2 | 2 | 0.54% | 0.56% | 0.57% | Q4 2018 | Q1 2019 | 2 |
RIVERSEDGE ADVISORS, LLC | 2 | 2 | 0.11% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q2 2021 | 2 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 2 | 2 | 0.38% | 0.44% | 0.50% | Q3 2021 | Q4 2021 | 2 |
Longitude (Cayman) Ltd. | 1 | 1 | 1.23% | 7.01% | 12.80% | Q4 2020 | Q4 2020 | 2 |
Reliant Investment Management, LLC | 2 | 2 | 2.07% | 2.12% | 2.17% | Q2 2019 | Q3 2019 | 2 |
Thor Advisors, LLC | 1 | 1 | 0.00% | 0.49% | 0.98% | Q3 2019 | Q1 2020 | 2 |
Intermede Investment Partners Ltd | 2 | 2 | 1.74% | 2.00% | 2.27% | Q3 2020 | Q4 2020 | 2 |
ARGI Investment Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Cunning Capital Partners, LP | 2 | 2 | 1.00% | 1.00% | 1.00% | Q2 2023 | Q3 2023 | 2 |
Darwin Wealth Management, LLC | 1 | 1 | 0.02% | 0.08% | 0.14% | Q2 2018 | Q1 2020 | 2 |
Trilogy Capital Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
North Forty Management, LLC | 1 | 1 | 0.02% | 0.05% | 0.07% | Q4 2015 | Q4 2016 | 2 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.09% | 0.18% | Q4 2022 | Q3 2023 | 2 |
JUMP TRADING, LLC | 2 | 2 | 0.02% | 0.36% | 0.70% | Q4 2019 | Q1 2020 | 2 |
VAUGHAN & Co SECURITIES, INC. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q1 2020 | 2 |
Gerstein Fisher | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q3 2016 | 2 |
300 NORTH CAPITAL, LLC | 2 | 2 | 0.50% | 0.60% | 0.69% | Q2 2013 | Q3 2013 | 2 |
HOWARD HUGHES MEDICAL INSTITUTE | 1 | 1 | 0.07% | 0.07% | 0.08% | Q4 2016 | Q2 2017 | 2 |
ATHERTON LANE ADVISERS, LLC | 2 | 2 | 0.94% | 1.12% | 1.30% | Q3 2015 | Q4 2015 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
Mason & Associates Inc | 2 | 2 | 0.16% | 0.16% | 0.17% | Q4 2021 | Q1 2022 | 2 |
CHICAGO EQUITY PARTNERS LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
20/20 Capital Management, Inc. | 1 | 1 | 0.05% | 0.07% | 0.08% | Q3 2020 | Q2 2021 | 2 |
Regal Wealth Group, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
R&F Capital Advisors LP | 2 | 2 | 0.70% | 1.03% | 1.36% | Q4 2016 | Q1 2017 | 2 |
Espalier Global Management LLC | 1 | 1 | 0.29% | 1.30% | 2.31% | Q1 2016 | Q3 2016 | 2 |
Cyrus J. Lawrence, LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q2 2022 | 2 |
Genesee Capital Advisors, LLC | 2 | 2 | 2.40% | 2.53% | 2.65% | Q4 2018 | Q1 2019 | 2 |
Arcus Capital Partners, LLC | 1 | 1 | 0.00% | 0.04% | 0.07% | Q4 2021 | Q4 2022 | 2 |
JABODON PT CO | 2 | 2 | 1.09% | 1.23% | 1.38% | Q4 2021 | Q1 2022 | 2 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Seven Harbour Global, LP | 2 | 2 | 3.14% | 5.56% | 7.98% | Q4 2015 | Q1 2016 | 2 |
Arkos Global Advisors | 1 | 1 | 0.06% | 0.16% | 0.26% | Q2 2020 | Q3 2023 | 2 |
Trek Financial, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Hamilton Capital, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Bramshill Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
BRASADA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.06% | 0.12% | 0.18% | Q2 2022 | Q1 2023 | 2 |
BBVA USA | 2 | 2 | 0.51% | 0.55% | 0.58% | Q2 2021 | Q3 2021 | 2 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2016 | Q4 2016 | 2 |
Fifth Third Wealth Advisors LLC | 2 | 2 | 0.36% | 0.38% | 0.40% | Q3 2023 | Q4 2023 | 2 |
Financial Insights, Inc. | 1 | 1 | 0.19% | 0.24% | 0.30% | Q1 2023 | Q3 2023 | 2 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.14% | 0.15% | 0.17% | Q3 2020 | Q4 2021 | 2 |
Markel Corporation | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
LEVEL FOUR FINANCIAL, LLC | 1 | 1 | 0.12% | 0.15% | 0.18% | Q4 2020 | Q3 2021 | 2 |
Garelick Capital Partners, LP | 2 | 2 | 1.40% | 2.22% | 3.05% | Q1 2016 | Q2 2016 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Jeneq Management LP | 1 | 1 | 0.13% | 0.81% | 1.49% | Q4 2019 | Q1 2022 | 2 |
Naya Management LLP | 2 | 2 | 1.83% | 2.01% | 2.19% | Q1 2015 | Q2 2015 | 2 |
Donald L. Hagan, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 2 |
Diametric Capital, LP | 1 | 1 | 0.28% | 0.73% | 1.18% | Q2 2020 | Q2 2023 | 2 |
HOURGLASS CAPITAL, LLC | 2 | 2 | 0.27% | 0.30% | 0.33% | Q4 2020 | Q1 2021 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Close Asset Management Ltd | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Welch Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2021 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Lebenthal Asset Management, LLC | 2 | 2 | 0.01% | 0.06% | 0.11% | Q2 2016 | Q3 2016 | 2 |
WealthPlan Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.28% | 0.30% | 0.32% | Q2 2013 | Q3 2013 | 2 |
Tech Square Trading LP | 2 | 2 | 0.67% | 1.36% | 2.05% | Q4 2018 | Q1 2019 | 2 |
ANALYTIC INVESTORS, LLC | 1 | 1 | 0.02% | 0.08% | 0.14% | Q2 2015 | Q4 2015 | 2 |
RIDGECREST WEALTH PARTNERS, LLC | 1 | 1 | 0.44% | 0.48% | 0.52% | Q2 2021 | Q4 2021 | 2 |
Zenit Asset Management AB | 1 | 1 | 0.60% | 0.93% | 1.26% | Q2 2013 | Q1 2014 | 2 |
O'Neil Global Advisors, Inc. | 2 | 2 | 4.76% | 5.26% | 5.76% | Q1 2023 | Q2 2023 | 2 |
Apertura Capital, LLC | 1 | 1 | 0.42% | 1.32% | 2.23% | Q4 2015 | Q1 2018 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Columbia Pacific Advisors, LLC | 1 | 1 | 0.22% | 0.58% | 0.94% | Q4 2015 | Q2 2018 | 2 |
South Dakota Investment Council | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
TIRSCHWELL & LOEWY INC | 2 | 2 | 1.56% | 1.59% | 1.63% | Q4 2018 | Q1 2019 | 2 |
HARVARD MANAGEMENT CO INC | 2 | 2 | 1.95% | 6.57% | 11.20% | Q4 2020 | Q1 2021 | 2 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Haafor (Singapore) Pte. Ltd. | 2 | 2 | 0.42% | 0.42% | 0.42% | Q1 2020 | Q2 2020 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2022 | Q3 2022 | 2 |
Legacy Wealth Asset Management, LLC | 2 | 2 | 0.13% | 0.14% | 0.16% | Q1 2022 | Q2 2022 | 2 |
PECONIC PARTNERS LLC | 1 | 1 | 0.28% | 0.30% | 0.31% | Q2 2017 | Q2 2020 | 2 |
DARUMA CAPITAL MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2014 | Q3 2014 | 2 |
Advanced Portfolio Management, LLC | 2 | 2 | 0.41% | 0.80% | 1.18% | Q1 2023 | Q2 2023 | 2 |
INVESTMENT CENTERS OF AMERICA INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q1 2017 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.01% | 0.11% | 0.22% | Q4 2022 | Q1 2023 | 2 |
Cordant, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 2 |
Geneva Partners, LLC | 1 | 1 | 0.27% | 0.42% | 0.57% | Q3 2020 | Q3 2023 | 2 |
Lowell Blake & Associates Inc. | 2 | 2 | 0.20% | 0.22% | 0.23% | Q2 2020 | Q3 2020 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.15% | 0.15% | 0.15% | Q1 2021 | Q2 2021 | 2 |
Investment Management Corp of Ontario | 2 | 2 | 0.06% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2020 | Q4 2020 | 2 |
UNIVEST FINANCIAL Corp | 2 | 2 | 1.12% | 1.12% | 1.13% | Q2 2023 | Q3 2023 | 2 |
VONTOBEL ASSET MANAGEMENT INC | 2 | 2 | 0.33% | 0.38% | 0.44% | Q2 2020 | Q3 2020 | 2 |
Trinity Financial Advisors LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
IvyRock Asset Management (HK) Ltd | 2 | 2 | 0.26% | 0.32% | 0.38% | Q1 2022 | Q2 2022 | 2 |
McLean Asset Management Corp | 1 | 1 | 0.08% | 0.09% | 0.09% | Q3 2021 | Q4 2023 | 2 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.09% | 0.16% | 0.22% | Q4 2018 | Q4 2021 | 2 |
MIK Capital, LP | 2 | 2 | 2.76% | 5.10% | 7.44% | Q2 2021 | Q3 2021 | 2 |
Wealthgate Family Office, LLC | 2 | 2 | 0.76% | 1.00% | 1.24% | Q4 2020 | Q1 2021 | 2 |
MGO Private Wealth, LLC | 1 | 1 | 0.11% | 0.14% | 0.17% | Q3 2022 | Q1 2023 | 2 |
Seelaus Asset Management LLC | 2 | 2 | 0.19% | 0.20% | 0.21% | Q2 2018 | Q3 2018 | 2 |
Sowa Financial Group, Inc. | 2 | 2 | 0.08% | 0.08% | 0.09% | Q3 2020 | Q4 2020 | 2 |
Iron Horse Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Aspen Grove Capital, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q2 2023 | 2 |
Black Swift Group, LLC | 1 | 1 | 0.00% | 0.22% | 0.44% | Q1 2019 | Q1 2021 | 2 |
Danda Trouve Investment Management, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q4 2020 | 2 |
GVO Asset Management Ltd | 2 | 2 | 0.10% | 0.11% | 0.11% | Q1 2021 | Q2 2021 | 2 |
CHESAPEAKE PARTNERS MANAGEMENT CO INC/MD | 2 | 2 | 0.05% | 0.44% | 0.82% | Q2 2015 | Q3 2015 | 2 |
Arvest Bank Trust Division | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
O'Dell Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
Pensionfund DSM Netherlands | 2 | 2 | 0.40% | 0.43% | 0.47% | Q3 2021 | Q4 2021 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 2 |
J. L. Bainbridge & Co., Inc. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
Belmont Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Lyon Street Capital, LLC | 2 | 2 | 0.95% | 0.98% | 1.01% | Q4 2021 | Q1 2022 | 2 |
WILLIAMS JONES & ASSOCIATES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
RIA Advisory Group LLC | 2 | 2 | 0.43% | 0.56% | 0.69% | Q1 2023 | Q2 2023 | 2 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.01% | 0.04% | 0.06% | Q4 2021 | Q3 2022 | 2 |
Braun-Bostich & Associates Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Fund 1 Investments, LLC | 2 | 2 | 0.34% | 0.47% | 0.60% | Q4 2022 | Q1 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q1 2023 | 2 |
DoubleLine ETF Adviser LP | 2 | 2 | 0.43% | 0.53% | 0.64% | Q4 2022 | Q1 2023 | 2 |
Grant Street Asset Management, Inc. | 2 | 2 | 0.04% | 0.07% | 0.09% | Q4 2020 | Q1 2021 | 2 |
Myriad Asset Management Ltd. | 1 | 1 | 0.08% | 0.49% | 0.90% | Q3 2016 | Q3 2018 | 2 |
Tamar Securities, LLC | 1 | 1 | 1.27% | 1.28% | 1.30% | Q1 2021 | Q4 2021 | 2 |
Royal Harbor Partners, LLC | 1 | 1 | 0.64% | 0.75% | 0.86% | Q2 2020 | Q1 2022 | 2 |
Fortune Financial Advisors, LLC | 2 | 2 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Styrax Capital, LP | 2 | 2 | 7.16% | 9.55% | 11.94% | Q1 2022 | Q2 2022 | 2 |
Lokken Investment Group LLC | 2 | 2 | 0.48% | 0.49% | 0.49% | Q2 2023 | Q3 2023 | 2 |
CR Intrinsic Investors, LLC | 2 | 2 | 0.40% | 0.44% | 0.48% | Q2 2013 | Q3 2013 | 2 |
Goelzer Investment Management, Inc. | 2 | 2 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q1 2019 | 2 |
Coyle Financial Counsel LLC | 1 | 1 | 0.01% | 0.08% | 0.15% | Q2 2018 | Q4 2020 | 2 |
GLOBEFLEX CAPITAL L P | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
S.A. Mason LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q3 2021 | Q4 2021 | 2 |
Del-Sette Capital Management, LLC | 2 | 2 | 0.59% | 0.98% | 1.37% | Q2 2023 | Q3 2023 | 2 |
Smith Anglin Financial, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Impala Asset Management LLC | 2 | 2 | 1.62% | 1.72% | 1.81% | Q3 2015 | Q4 2015 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.29% | 0.33% | 0.36% | Q3 2022 | Q4 2022 | 2 |
Firestone Capital Management | 2 | 2 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q1 2020 | 2 |
Leisure Capital Management | 2 | 2 | 0.13% | 0.14% | 0.14% | Q4 2021 | Q1 2022 | 2 |
OneAscent Wealth Management LLC | 2 | 2 | 0.15% | 0.17% | 0.19% | Q2 2023 | Q3 2023 | 2 |
SNS Financial Group, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q1 2019 | 2 |
Cassia Capital Partners, LLC | 2 | 2 | 0.15% | 0.84% | 1.53% | Q3 2021 | Q4 2021 | 2 |
Richard W. Paul & Associates, LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Bowling Portfolio Management LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q3 2020 | Q4 2020 | 2 |
Red Granite Advisors LLC | 2 | 2 | 1.35% | 1.76% | 2.17% | Q2 2013 | Q3 2013 | 2 |
Private Wealth Advisors, Inc. | 1 | 1 | 0.11% | 0.13% | 0.14% | Q3 2019 | Q3 2020 | 2 |
RKL Wealth Management LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q1 2018 | 2 |
Aspire Capital Advisors LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
GUARDIAN CAPITAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 2.20% | 2.20% | 2.20% | Q2 2022 | Q2 2022 | 1 |
Sabal Trust CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
CBIZ Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Kirkoswald Asset Management LLC | 1 | 1 | 15.10% | 15.10% | 15.10% | Q3 2020 | Q3 2020 | 1 |
Physician Wealth Advisors, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
Kathmere Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
1919 Investment Counsel, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Fondren Management LP | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2020 | Q1 2020 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
Freedman Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Senvest Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2016 | Q1 2016 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Round Rock Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2021 | Q1 2021 | 1 |
Aperture Investors, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2023 | Q3 2023 | 1 |
Olympiad Research LP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2020 | Q1 2020 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
LINDEN ADVISORS LP | 1 | 1 | 0.97% | 0.97% | 0.97% | Q4 2013 | Q4 2013 | 1 |
ORSER CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
Franklin Street Capital Partners, LLC | 1 | 1 | 2.37% | 2.37% | 2.37% | Q4 2020 | Q4 2020 | 1 |
Rothschild & Co Wealth Management UK Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Westend Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
COOLIDGE FRANCIS L | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2013 | Q2 2013 | 1 |
CHILTON INVESTMENT CO INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
TRADITION ASSET MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
MCMILLION CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
E Fund Management (Hong Kong) Co., Ltd. | 1 | 1 | 3.25% | 3.25% | 3.25% | Q1 2020 | Q1 2020 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2019 | Q1 2019 | 1 |
Patriot Wealth Management, Inc. | 1 | 1 | 0.76% | 0.76% | 0.76% | Q4 2018 | Q4 2018 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2022 | Q1 2022 | 1 |
Benedetti & Gucer, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Optiver Holding B.V. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Core Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Deuterium Capital Management, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2023 | Q2 2023 | 1 |
SII INVESTMENTS INC/WI | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 1.60% | 1.60% | 1.60% | Q1 2019 | Q1 2019 | 1 |
HNP Capital LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2020 | Q1 2020 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Advisor OS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Caerus Investment Advisors, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
Human Investing LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Metavasi Capital LP | 1 | 1 | 3.72% | 3.72% | 3.72% | Q1 2023 | Q1 2023 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Benin Management CORP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
JFG Wealth Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2020 | Q3 2020 | 1 |
MONROE BANK & TRUST/MI | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
EMERALD MUTUAL FUND ADVISERS TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
TREMBLANT CAPITAL GROUP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
DRH Investments, Inc. | 1 | 1 | 8.58% | 8.58% | 8.58% | Q1 2020 | Q1 2020 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Boulder Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2023 | Q3 2023 | 1 |
Susquehanna International Group Ltd. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Questar Asset Management, Inc. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2018 | Q4 2018 | 1 |
Sylebra Capital Ltd | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2018 | Q4 2018 | 1 |
Riverwater Partners LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2023 | Q4 2023 | 1 |
Sovarnum Capital L.P. | 1 | 1 | 1.66% | 1.66% | 1.66% | Q3 2021 | Q3 2021 | 1 |
Sage Financial Management Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Seminole Management Co., Inc. | 1 | 1 | 0.90% | 0.90% | 0.90% | Q4 2015 | Q4 2015 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ENZI WEALTH | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Manteio Capital LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2021 | Q4 2021 | 1 |
Numeric Investors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
AIA Investment Management Private Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Platinum Management (NY) LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2014 | Q2 2014 | 1 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
VISTA FINANCE, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2021 | Q4 2021 | 1 |
American Investment Services, Inc. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2022 | Q3 2022 | 1 |
Oak Thistle LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
SORA INVESTORS LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
DeepCurrents Investment Group LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2020 | Q4 2020 | 1 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
Long Path Partners Fund, LP | 1 | 1 | 13.38% | 13.38% | 13.38% | Q1 2022 | Q1 2022 | 1 |
Goodman Financial Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Forward Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
SURIENCE PRIVATE WEALTH LLC | 1 | 1 | 3.55% | 3.55% | 3.55% | Q4 2021 | Q4 2021 | 1 |
Cox Capital Mgt LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
All Season Financial Advisors, Inc. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2023 | Q1 2023 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Optima Fund Management LLC | 1 | 1 | 1.92% | 1.92% | 1.92% | Q1 2019 | Q1 2019 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Pure Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
SCOPIA CAPITAL MANAGEMENT LP | 1 | 1 | 1.27% | 1.27% | 1.27% | Q1 2020 | Q1 2020 | 1 |
MWA Asset Management | 1 | 1 | 0.81% | 0.81% | 0.81% | Q3 2023 | Q3 2023 | 1 |
Platte River Capital LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2013 | Q3 2013 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SHELTON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
Stevens First Principles Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Wick Capital Partners, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2021 | Q4 2021 | 1 |
Tradeworx Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2020 | Q3 2020 | 1 |
Taconic Capital Advisors LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
American Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Waypoint Capital Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
SAXON INTERESTS, INC. | 1 | 1 | 1.64% | 1.64% | 1.64% | Q3 2023 | Q3 2023 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
Yong Rong (HK) Asset Management Ltd | 1 | 1 | 10.71% | 10.71% | 10.71% | Q3 2018 | Q3 2018 | 1 |
Archon Capital Management LLC | 1 | 1 | 7.07% | 7.07% | 7.07% | Q1 2022 | Q1 2022 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
WMG Financial Advisors, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2022 | Q4 2022 | 1 |
Campbell Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
COMPLEX CAPITAL MANAGEMENT, LLC | 1 | 1 | 4.61% | 4.61% | 4.61% | Q4 2018 | Q4 2018 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2013 | Q3 2013 | 1 |
Moon Capital Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2017 | Q4 2017 | 1 |
UNIONVIEW, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2017 | Q4 2017 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
McBroom & Associates, LLC | 1 | 1 | 3.91% | 3.91% | 3.91% | Q4 2021 | Q4 2021 | 1 |
Elephas Investment Management Ltd | 1 | 1 | 2.52% | 2.52% | 2.52% | Q4 2018 | Q4 2018 | 1 |
Sweet Financial Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Credo Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Rinkey Investments | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Triumph Capital Management | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
XML SECURITIES, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2018 | Q1 2018 | 1 |
GREENUP STREET WEALTH MANAGEMENT LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
NTB Financial Corp | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
Archvest Wealth Advisors, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Requisite Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
Troluce Capital Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
WESTEND PARTNERS LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Rainier Group Investment Advisory LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
William Allan Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2015 | Q2 2015 | 1 |
PCJ Investment Counsel Ltd. | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2020 | Q2 2020 | 1 |
Merlin Capital, Inc | 1 | 1 | 0.59% | 0.59% | 0.59% | Q4 2021 | Q4 2021 | 1 |
DDD Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
PACIFIC VIEW ASSET MANAGEMENT, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2018 | Q2 2018 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
CATAPULT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2015 | Q3 2015 | 1 |
Pinnacle Wealth Management, LLC | 1 | 1 | 1.77% | 1.77% | 1.77% | Q3 2023 | Q3 2023 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Horizon Investment Services, LLC | 1 | 1 | 1.20% | 1.20% | 1.20% | Q3 2023 | Q3 2023 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
NewDay Solutions, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
HELIOS CAPITAL MANAGEMENT PTE. LTD | 1 | 1 | 1.37% | 1.37% | 1.37% | Q4 2021 | Q4 2021 | 1 |
Global Wealth Strategies & Associates | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Truepoint, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Ovata Capital Management Ltd | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2021 | Q2 2021 | 1 |
MD Financial Management Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
AGF MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
Palisade Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2023 | Q3 2023 | 1 |
Coury Firm Asset Management LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2023 | Q3 2023 | 1 |
Herr Investment Group LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q4 2022 | Q4 2022 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Strategic Vision Investment Ltd | 1 | 1 | 1.34% | 1.34% | 1.34% | Q2 2021 | Q2 2021 | 1 |
Empirical Asset Management, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2021 | Q4 2021 | 1 |
Alpha Square Group S LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
WESTERLY CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.25% | 1.25% | 1.25% | Q3 2015 | Q3 2015 | 1 |
Grace & Mercy Foundation, Inc. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
JACOBS & CO/CA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
HUTCHENS INVESTMENT MANAGEMENT INC | 1 | 1 | 1.21% | 1.21% | 1.21% | Q3 2016 | Q3 2016 | 1 |
GALAXY CAPITAL TRADING LTD | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2013 | Q3 2013 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 1.30% | 1.30% | 1.30% | Q2 2023 | Q2 2023 | 1 |
OGBORNE CAPITAL MANAGEMENT, LLC | 1 | 1 | 7.90% | 7.90% | 7.90% | Q1 2023 | Q1 2023 | 1 |
BARDIN HILL MANAGEMENT PARTNERS LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Tevis Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Ruedi Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Indices-Pac Research Corp. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2013 | Q4 2013 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
ACT II MANAGEMENT, LP | 1 | 1 | 0.93% | 0.93% | 0.93% | Q1 2014 | Q1 2014 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
Sonnipe Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q2 2022 | Q2 2022 | 1 |
GETCO Holding Company, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Avala Global LP | 1 | 1 | 2.32% | 2.32% | 2.32% | Q3 2023 | Q3 2023 | 1 |
CFO4Life Group, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Invictus RG Pte. Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Ethos Financial Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2017 | Q2 2017 | 1 |
Thematics Asset Management | 1 | 1 | 0.80% | 0.80% | 0.80% | Q4 2022 | Q4 2022 | 1 |
Quadrature Capital LLP | 1 | 1 | 0.66% | 0.66% | 0.66% | Q2 2015 | Q2 2015 | 1 |
PAYDEN & RYGEL | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2023 | Q2 2023 | 1 |
Verum Partners LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
PATTEN & PATTEN INC/TN | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
NORTHSTAR WEALTH PARTNERS LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2020 | Q2 2020 | 1 |
JW Asset Management, LLC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q2 2016 | Q2 2016 | 1 |
Schear Investment Advisers, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2022 | Q4 2022 | 1 |
Wallace Capital Management Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Forza Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
DEEPWATER ASSET MANAGEMENT, LLC | 1 | 1 | 4.18% | 4.18% | 4.18% | Q4 2022 | Q4 2022 | 1 |
HRS Investment Holdings, LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q3 2016 | Q3 2016 | 1 |
Regent Investment Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Forty4 Asset Management LLC | 1 | 1 | 2.07% | 2.07% | 2.07% | Q4 2013 | Q4 2013 | 1 |
FCF Advisors LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2022 | Q1 2022 | 1 |
OAK HILL WEALTH ADVISORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Eos Focused Equity Management, L.P. | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2020 | Q1 2020 | 1 |
Mill Creek Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Moran Wealth Management, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2023 | Q3 2023 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Financial Freedom, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Clifford Group, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q2 2023 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2021 | Q2 2021 | 1 |
BBJS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2022 | Q4 2022 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Milestone Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WCG Management, L.P. | 1 | 1 | 1.19% | 1.19% | 1.19% | Q2 2013 | Q2 2013 | 1 |
CHANNEL WEALTH LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
Pinnacle West Asset Management, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Mariner Wealth Advisors-Cincinnati, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
3Chopt Investment Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Kure Advisory, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2023 | Q3 2023 | 1 |
Emancipation Management LLC | 1 | 1 | 1.13% | 1.13% | 1.13% | Q1 2019 | Q1 2019 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q3 2023 | Q3 2023 | 1 |
Prosperity Financial Group, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2023 | Q2 2023 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2023 | Q3 2023 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.80% | 0.80% | 0.80% | Q3 2023 | Q3 2023 | 1 |
Schoolcraft Capital LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2019 | Q2 2019 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 1.06% | 1.06% | 1.06% | 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 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
SHARIAPORTFOLIO, INC. | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2023 | Q3 2023 | 1 |
ROGCO, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
York Capital Management Global Advisors, LLC | 1 | 1 | 1.74% | 1.74% | 1.74% | Q2 2020 | Q2 2020 | 1 |
Kampmann Melissa S. | 1 | 1 | 2.12% | 2.12% | 2.12% | Q3 2023 | Q3 2023 | 1 |
United Community Bank | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
Savoie Capital LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q3 2023 | Q3 2023 | 1 |
DODGE & COX | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
ELKHORN PARTNERS LIMITED PARTNERSHIP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Cannell & Co. | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2020 | Q4 2020 | 1 |
CITY NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
New Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Sicart Associates LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Overbrook Management Corp | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
NORTHERN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2016 | Q1 2016 | 1 |
Ostrum Asset Management U.S., LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2018 | Q4 2018 | 1 |
Fusion Family Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Faithward Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Opes Advisors Inc | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2018 | Q3 2018 | 1 |
AFTON CAPITAL MANAGEMENT LLC | 1 | 1 | 4.11% | 4.11% | 4.11% | Q3 2015 | Q3 2015 | 1 |
Benson Investment Management Company, Inc. | 1 | 1 | 2.11% | 2.11% | 2.11% | Q3 2023 | Q3 2023 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Providence Equity Partners L.L.C. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2022 | Q3 2022 | 1 |
Bowie Capital Management, LLC | 1 | 1 | 5.09% | 5.09% | 5.09% | Q4 2022 | Q4 2022 | 1 |
MASON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
black-and-white Capital LP | 1 | 1 | 4.37% | 4.37% | 4.37% | Q1 2019 | Q1 2019 | 1 |
SPHERA FUNDS MANAGEMENT LTD. | 1 | 1 | 0.64% | 0.64% | 0.64% | Q1 2020 | Q1 2020 | 1 |
Princeton Portfolio Strategies Group LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2017 | Q1 2017 | 1 |
STEADFAST ADVISORS LP | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2015 | Q1 2015 | 1 |
O'Brien Wealth Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
MARATHON CAPITAL MANAGEMENT | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
NORTH RUN CAPITAL, LP | 1 | 1 | 4.48% | 4.48% | 4.48% | Q1 2020 | Q1 2020 | 1 |
Chiron Investment Management, LLC | 1 | 1 | 1.96% | 1.96% | 1.96% | Q2 2023 | Q2 2023 | 1 |
Orinda Asset Management LLC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q3 2013 | Q3 2013 | 1 |
ADAMS STREET PARTNERS LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2016 | Q4 2016 | 1 |
CADENCE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
Foxhaven Asset Management, LP | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2019 | Q1 2019 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Riverpoint Wealth Management Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Capstone Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
CYRUS CAPITAL PARTNERS, L.P. | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2019 | Q4 2019 | 1 |
BRIDGER MANAGEMENT, LLC | 1 | 1 | 1.17% | 1.17% | 1.17% | Q1 2022 | Q1 2022 | 1 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2013 | Q3 2013 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Drexel Morgan & Co. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Laird Norton Wetherby Trust Company, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Bellevue Group AG | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Westpark Management, LLC | 1 | 1 | 2.86% | 2.86% | 2.86% | Q4 2021 | Q4 2021 | 1 |
Bronson Point Management LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2021 | Q3 2021 | 1 |
BEACON FINANCIAL GROUP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2020 | Q1 2020 | 1 |
Meru Capital Group, LP | 1 | 1 | 0.81% | 0.81% | 0.81% | Q3 2014 | Q3 2014 | 1 |
Amiya Capital LLP | 1 | 1 | 1.29% | 1.29% | 1.29% | Q3 2014 | Q3 2014 | 1 |
New Vernon Capital Holdings II LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2020 | Q3 2020 | 1 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2020 | Q1 2020 | 1 |
Garda Capital Partners LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Morgenthaler Management Partners IX, LLC | 1 | 1 | 3.40% | 3.40% | 3.40% | Q4 2015 | Q4 2015 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Orbitronix, LP | 1 | 1 | 1.96% | 1.96% | 1.96% | Q2 2013 | Q2 2013 | 1 |
Jenkins Wealth | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
GRASSI INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
Hatteras Alternative Mutual Funds, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2014 | Q2 2014 | 1 |
PEREGRINE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Union Square Park Capital Management, LLC | 1 | 1 | 4.20% | 4.20% | 4.20% | Q3 2022 | Q3 2022 | 1 |
TRB Advisors LP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2019 | Q1 2019 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
LMR Master Fund Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Johanson Financial Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Schneider Downs Wealth Management Advisors, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.98% | 0.98% | 0.98% | Q1 2018 | Q1 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
St. Louis Trust Co | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2018 | Q1 2018 | 1 |
Titan Capital Management, LLC /TX | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2020 | Q3 2020 | 1 |
Friedenthal Financial | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2023 | Q2 2023 | 1 |
Family Capital Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Good Harbor Financial, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2015 | Q3 2015 | 1 |
GLADE BROOK CAPITAL PARTNERS LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q3 2013 | Q3 2013 | 1 |
ADVANCE CAPITAL I INC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q1 2014 | Q1 2014 | 1 |
SENTINEL TRUST CO LBA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Riverloft Capital Management L.P. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2015 | Q2 2015 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
EastBay Asset Management, LLC | 1 | 1 | 6.40% | 6.40% | 6.40% | Q3 2016 | Q3 2016 | 1 |
Relative Value Partners Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Prostatis Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
MASTERS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q4 2016 | Q4 2016 | 1 |
Silicon Valley Community Foundation | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Sharkey, Howes & Javer | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
BURKE & HERBERT BANK & TRUST CO | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2021 | Q3 2021 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Lodge Hill Capital, LLC | 1 | 1 | 1.13% | 1.13% | 1.13% | Q3 2016 | Q3 2016 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q4 2017 | 1 |
FIRST INTERSTATE BANCSYSTEM INC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2021 | Q1 2021 | 1 |
Intrepid Financial Planning Group LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Kavi Asset Management, LP | 1 | 1 | 4.91% | 4.91% | 4.91% | Q1 2017 | Q1 2017 | 1 |
Biltmore Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
Private Vista, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
TIAA CREF TRUST CO FSB/MO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Strategic Capital Group LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q2 2014 | Q2 2014 | 1 |
TEGEAN CAPITAL MANAGEMENT, LLC | 1 | 1 | 18.34% | 18.34% | 18.34% | Q4 2022 | Q4 2022 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Pluribus Labs, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
COBALT CAPITAL MANAGEMENT, INC. | 1 | 1 | 1.53% | 1.53% | 1.53% | Q1 2023 | Q1 2023 | 1 |
Pacific Grove Capital LP | 1 | 1 | 1.95% | 1.95% | 1.95% | Q3 2018 | Q3 2018 | 1 |
THUNDERBIRD PARTNERS LLP | 1 | 1 | 3.29% | 3.29% | 3.29% | Q3 2022 | Q3 2022 | 1 |
Think Investments LP | 1 | 1 | 3.53% | 3.53% | 3.53% | Q1 2020 | Q1 2020 | 1 |
Steamboat Capital Partners, LLC | 1 | 1 | 1.81% | 1.81% | 1.81% | Q3 2020 | Q3 2020 | 1 |
MKD WEALTH COACHES, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2021 | Q3 2021 | 1 |
NAVELLIER & ASSOCIATES INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
JGP Global Gestao de Recursos Ltda. | 1 | 1 | 4.61% | 4.61% | 4.61% | Q1 2023 | Q1 2023 | 1 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Community Financial Services Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
GREENWOOD GEARHART INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
TRUST CO OF OKLAHOMA | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
PAYDEN & RYGEL INVESTMENT GROUP | 1 | 1 | 0.91% | 0.91% | 0.91% | Q3 2023 | Q3 2023 | 1 |
Farmers National Bank | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Ruggie Capital Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
BOYS ARNOLD & CO INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Summit Financial Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
EA Series Trust | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
IAM Advisory, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
MIZUHO MARKETS AMERICAS LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2023 | Q3 2023 | 1 |
Capital Advisors Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
NinePointTwo Capital LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Bull Oak Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
LUCAS CAPITAL MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Hiddenite Capital Partners LP | 1 | 1 | 1.06% | 1.06% | 1.06% | Q4 2021 | Q4 2021 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2022 | Q1 2022 | 1 |
Capital CS Group, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2020 | Q4 2020 | 1 |
FIRST GROWTH CAPITAL PARTNERS LO LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
Onyx Bridge Wealth Group LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q1 2021 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
INCLUSIVE CAPITAL PARTNERS, L.P. | 1 | 1 | 18.28% | 18.28% | 18.28% | Q4 2022 | Q4 2022 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Stevard, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
Junson Asset Management (Hong Kong) Ltd | 1 | 1 | 1.44% | 1.44% | 1.44% | Q4 2020 | Q4 2020 | 1 |
Elequin Capital, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BASSO CAPITAL MANAGEMENT, L.P. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2014 | Q2 2014 | 1 |
Capstone Financial Group, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Wealth Advisory Solutions, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Audent Global Asset Management, LLC | 1 | 1 | 1.40% | 1.40% | 1.40% | Q1 2022 | Q1 2022 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Ardmore Road Asset Management LP | 1 | 1 | 6.71% | 6.71% | 6.71% | Q1 2023 | Q1 2023 | 1 |
SELZ CAPITAL LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2018 | Q4 2018 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Murchinson Ltd. | 1 | 1 | 3.62% | 3.62% | 3.62% | Q4 2021 | Q4 2021 | 1 |
Andar Capital Management HK Ltd | 1 | 1 | 6.50% | 6.50% | 6.50% | Q4 2022 | Q4 2022 | 1 |
Centennial Wealth Advisory LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2020 | Q4 2020 | 1 |
Blue Rock Advisors, Inc. | 1 | 1 | 2.40% | 2.40% | 2.40% | Q4 2015 | Q4 2015 | 1 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2021 | Q2 2021 | 1 |
Aprio Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Goodwin Investment Advisory | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Harbor Group, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Pinpoint Asset Management Ltd | 1 | 1 | 0.88% | 0.88% | 0.88% | Q2 2022 | Q2 2022 | 1 |
FMA ADVISORY INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
KINNEY ASSET MANAGEMENT, LLC | 1 | 1 | 13.89% | 13.89% | 13.89% | Q4 2022 | Q4 2022 | 1 |
Adams Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Emerald Advisors, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2020 | Q1 2020 | 1 |
Pantheon Investment Group, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2020 | Q4 2020 | 1 |
GEMS MANAGEMENT LTD | 1 | 1 | 1.81% | 1.81% | 1.81% | Q3 2013 | Q3 2013 | 1 |
Diversified, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Strategic Financial Planning, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2020 | Q4 2020 | 1 |
STABLEFORD CAPITAL II LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q1 2022 | Q1 2022 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Proem Advisors LLC | 1 | 1 | 4.17% | 4.17% | 4.17% | Q3 2022 | Q3 2022 | 1 |
Mayfair Advisory Group, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2020 | Q4 2020 | 1 |
Veritas Investment Partners (UK) Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Eton Park Capital Management, L.P. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2016 | Q3 2016 | 1 |
Apeiron RIA LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Apella Capital, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2023 | Q4 2023 | 1 |
XN Exponent Advisors LLC | 1 | 1 | 2.10% | 2.10% | 2.10% | Q4 2020 | Q4 2020 | 1 |
Luxor Capital Group, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
Empyrean Capital Partners, LP | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2016 | Q1 2016 | 1 |
Li Winifred I | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Kamunting Street Capital Management, L.P. | 1 | 1 | 1.52% | 1.52% | 1.52% | Q3 2014 | Q3 2014 | 1 |
ALYDAR PARTNERS LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2013 | Q2 2013 | 1 |
Bornite Capital Management LP | 1 | 1 | 2.04% | 2.04% | 2.04% | Q2 2023 | Q2 2023 | 1 |
TriaGen Wealth Management LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2023 | Q3 2023 | 1 |
Precision Wealth Strategies, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
Briaud Financial Planning, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Raine Capital LLC | 1 | 1 | 5.23% | 5.23% | 5.23% | Q4 2015 | Q4 2015 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Guild Investment Management, Inc. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2018 | Q3 2018 | 1 |
SkyOak Wealth, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2020 | Q1 2020 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2019 | Q4 2019 | 1 |
Sandbox Financial Partners, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2020 | Q4 2020 | 1 |
HERMES INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.67% | 0.67% | 0.67% | Q2 2018 | Q2 2018 | 1 |
Capital Square, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Aurora Investment Managers, LLC. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2019 | Q4 2019 | 1 |
APOGEM CAPITAL LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2020 | Q4 2020 | 1 |
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This page lists all the filers that currently own SALESFORCE COM INC or have owned SALESFORCE COM INC in the past.