Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 121 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 119 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.03% | 0.25% | Q2 2013 | Q3 2023 | 113 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.04% | 0.17% | Q1 2012 | Q3 2023 | 109 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.02% | 0.27% | Q2 2013 | Q3 2023 | 102 |
Citadel Advisors | 36 | 5 | 0.00% | 0.03% | 0.41% | Q2 2013 | Q3 2023 | 97 |
Parallax Volatility Advisers, L.P. | 19 | 3 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 94 |
JANE STREET GROUP, LLC | 28 | 2 | 0.00% | 0.01% | 0.08% | Q1 2014 | Q3 2023 | 86 |
D. E. Shaw & Co., Inc. | 18 | 8 | 0.00% | 0.04% | 0.40% | Q2 2013 | Q3 2023 | 84 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q3 2023 | 79 |
CAPITAL FUND MANAGEMENT S.A. | 23 | 4 | 0.00% | 0.06% | 0.52% | Q2 2013 | Q3 2023 | 74 |
WOLVERINE TRADING, LLC | 13 | 1 | 0.00% | 0.02% | 0.09% | Q2 2016 | Q3 2023 | 69 |
MILLENNIUM MANAGEMENT LLC | 34 | 2 | 0.00% | 0.06% | 0.29% | Q2 2013 | Q3 2023 | 66 |
Paloma Partners Management Co | 16 | 6 | 0.01% | 0.06% | 0.36% | Q3 2013 | Q1 2023 | 64 |
CAPSTONE INVESTMENT ADVISORS, LLC | 19 | 1 | 0.00% | 0.04% | 0.27% | Q2 2013 | Q3 2023 | 61 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.05% | 0.20% | Q2 2013 | Q3 2023 | 59 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.05% | 0.18% | 0.68% | Q1 2009 | Q3 2023 | 59 |
TWO SIGMA INVESTMENTS, LP | 14 | 1 | 0.00% | 0.07% | 0.46% | Q2 2013 | Q3 2023 | 57 |
UBS Group AG | 36 | 36 | 0.00% | 0.03% | 0.13% | Q4 2014 | Q3 2023 | 57 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q3 2023 | 55 |
MAI Capital Management | 42 | 42 | 0.00% | 0.40% | 1.58% | Q2 2013 | Q3 2023 | 55 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.05% | 0.10% | Q1 2012 | Q3 2023 | 54 |
Twin Tree Management, LP | 9 | 1 | 0.00% | 0.06% | 0.36% | Q4 2012 | Q3 2022 | 51 |
Jefferies Group LLC | 15 | 1 | 0.00% | 0.03% | 0.49% | Q2 2013 | Q3 2022 | 49 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.03% | 0.08% | 0.13% | Q3 2011 | Q3 2023 | 49 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 49 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.05% | 0.10% | 0.16% | Q3 2011 | Q3 2023 | 49 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.01% | 0.07% | 0.18% | Q4 2011 | Q3 2023 | 48 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.06% | 0.14% | Q1 2013 | Q3 2023 | 48 |
GLENMEDE TRUST CO NA | 42 | 1 | 0.04% | 0.17% | 0.35% | Q4 2006 | Q3 2023 | 48 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.01% | 0.07% | 0.32% | Q2 2013 | Q3 2023 | 47 |
First Horizon Advisors, Inc. | 47 | 47 | 0.00% | 0.02% | 0.23% | Q1 2012 | Q3 2023 | 47 |
NOMURA HOLDINGS INC | 30 | 1 | 0.00% | 0.04% | 1.20% | Q4 2012 | Q3 2023 | 47 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.05% | 0.11% | Q3 2013 | Q3 2023 | 47 |
Squarepoint Ops LLC | 20 | 1 | 0.00% | 0.23% | 1.10% | Q2 2015 | Q3 2023 | 46 |
Cubist Systematic Strategies, LLC | 21 | 16 | 0.00% | 0.09% | 0.37% | Q2 2014 | Q3 2023 | 45 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 45 |
TWO SIGMA SECURITIES, LLC | 10 | 1 | 0.00% | 0.03% | 0.46% | Q4 2014 | Q3 2023 | 45 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.09% | 0.26% | Q2 2013 | Q3 2023 | 45 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.10% | 0.36% | 0.65% | Q4 2012 | Q3 2023 | 44 |
Creative Planning | 33 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 44 |
PEAK6 Group LLC | 19 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q2 2018 | 44 |
COMMERCE BANK | 43 | 43 | 0.02% | 0.05% | 0.10% | Q1 2013 | Q3 2023 | 43 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.11% | 0.17% | Q2 2013 | Q3 2023 | 43 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.01% | 0.11% | 0.17% | Q1 2013 | Q3 2023 | 43 |
SEGALL BRYANT & HAMILL, LLC | 43 | 43 | 0.07% | 0.14% | 0.38% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.08% | 0.12% | 0.18% | Q1 2013 | Q3 2023 | 43 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 43 |
Peregrine Asset Advisers, Inc. | 43 | 43 | 0.29% | 1.36% | 4.90% | Q1 2013 | Q3 2023 | 43 |
Cetera Advisor Networks LLC | 43 | 43 | 0.02% | 0.04% | 0.09% | Q1 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.07% | 0.11% | 0.14% | Q1 2013 | Q3 2023 | 43 |
TORONTO DOMINION BANK | 43 | 43 | 0.00% | 0.04% | 0.14% | Q1 2013 | Q3 2023 | 43 |
PARK NATIONAL CORP /OH/ | 43 | 43 | 0.03% | 0.15% | 0.50% | Q2 2013 | Q4 2023 | 43 |
APPLETON PARTNERS INC/MA | 43 | 43 | 0.08% | 0.84% | 1.31% | Q2 2013 | Q4 2023 | 43 |
PRIVATE TRUST CO NA | 43 | 43 | 0.10% | 0.56% | 0.93% | Q1 2013 | Q3 2023 | 43 |
BANK OF NOVA SCOTIA | 43 | 43 | 0.00% | 0.10% | 0.41% | Q1 2013 | Q3 2023 | 43 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 36 | 36 | 0.00% | 3.26% | 5.99% | Q4 2014 | Q3 2023 | 43 |
ALBERT D MASON INC | 43 | 43 | 0.98% | 1.49% | 3.66% | Q2 2013 | Q4 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.02% | 0.08% | 0.20% | Q4 2012 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.06% | 0.15% | 0.30% | Q1 2013 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.02% | 0.04% | 0.04% | Q4 2012 | Q2 2023 | 43 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.07% | 0.12% | 0.18% | Q2 2013 | Q3 2023 | 42 |
L. Roy Papp & Associates, LLP | 42 | 42 | 0.21% | 0.32% | 0.63% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.07% | 0.13% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Marketfield Asset Management LLC | 42 | 42 | 0.62% | 1.95% | 3.63% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.08% | 0.13% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Triangle Securities Wealth Management | 42 | 42 | 0.28% | 0.34% | 0.42% | Q2 2013 | Q3 2023 | 42 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 42 | 42 | 0.08% | 0.15% | 0.27% | Q2 2013 | Q3 2023 | 42 |
CORTLAND ASSOCIATES INC/MO | 42 | 42 | 0.05% | 0.10% | 0.17% | Q2 2013 | Q3 2023 | 42 |
FineMark National Bank & Trust | 42 | 42 | 0.03% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.02% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 0.04% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Cutler Group LLC / CA | 8 | 3 | 0.00% | 0.01% | 0.16% | Q4 2015 | Q4 2022 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.02% | 0.04% | 0.17% | Q2 2013 | Q3 2023 | 42 |
BNP Paribas Asset Management Holding S.A. | 42 | 42 | 0.03% | 0.10% | 0.30% | Q2 2013 | Q3 2023 | 42 |
BURNEY CO/ | 42 | 42 | 0.18% | 0.22% | 0.31% | Q2 2013 | Q3 2023 | 42 |
STONE RUN CAPITAL, LLC | 42 | 42 | 0.63% | 1.79% | 2.65% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.04% | 0.12% | 0.16% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.08% | 0.13% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Portland Global Advisors LLC | 42 | 42 | 0.12% | 0.15% | 0.20% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.07% | 0.13% | 0.27% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.09% | 0.12% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.03% | 0.40% | 0.76% | Q2 2013 | Q3 2023 | 42 |
EADS & HEALD WEALTH MANAGEMENT | 42 | 42 | 0.54% | 0.96% | 1.28% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.03% | 0.11% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Evercore Wealth Management, LLC | 42 | 42 | 0.45% | 0.56% | 0.72% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BOSTON FAMILY OFFICE LLC | 42 | 42 | 0.24% | 0.43% | 0.74% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.06% | 0.12% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.00% | 0.05% | 0.19% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.06% | 0.46% | Q2 2013 | Q3 2023 | 42 |
LS Investment Advisors, LLC | 42 | 42 | 0.15% | 0.70% | 2.42% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.02% | 0.09% | 0.31% | Q2 2013 | Q3 2023 | 42 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.04% | 0.18% | Q2 2013 | Q3 2023 | 42 |
WELCH & FORBES LLC | 42 | 42 | 0.11% | 0.14% | 0.17% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.04% | 0.08% | 0.19% | Q2 2013 | Q3 2023 | 42 |
MARSICO CAPITAL MANAGEMENT LLC | 42 | 42 | 1.08% | 2.97% | 6.21% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.15% | 0.38% | 0.59% | Q2 2013 | Q3 2023 | 42 |
EVERENCE CAPITAL MANAGEMENT INC | 42 | 42 | 0.11% | 0.18% | 0.32% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.09% | 0.14% | 0.20% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.04% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Welch Group, LLC | 42 | 42 | 0.03% | 0.08% | 0.28% | Q2 2013 | Q3 2023 | 42 |
Korea Investment CORP | 42 | 42 | 0.04% | 0.21% | 0.38% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.06% | 0.13% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Busey Bank | 42 | 42 | 0.02% | 0.14% | 0.21% | Q2 2013 | Q3 2023 | 42 |
AMALGAMATED BANK | 40 | 2 | 0.07% | 0.12% | 0.17% | Q4 2012 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.07% | 0.10% | 0.12% | Q2 2013 | Q3 2023 | 42 |
PUTNAM INVESTMENTS LLC | 42 | 42 | 0.00% | 0.30% | 0.52% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.02% | 0.09% | 0.53% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.03% | 0.09% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.00% | 0.04% | 0.19% | Q2 2013 | Q3 2023 | 42 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 42 | 42 | 0.03% | 0.54% | 0.83% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 42 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 42 | 42 | 0.21% | 0.31% | 0.49% | Q2 2013 | Q3 2023 | 42 |
Fruth Investment Management | 42 | 42 | 0.11% | 0.20% | 0.32% | Q2 2013 | Q3 2023 | 42 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 42 | 42 | 0.09% | 0.32% | 0.57% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.03% | 0.08% | 0.18% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.02% | 0.07% | 0.21% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Penobscot Investment Management Company, Inc. | 42 | 42 | 0.98% | 1.51% | 2.51% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.06% | 0.10% | 0.14% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.07% | 0.10% | 0.15% | Q2 2012 | Q4 2022 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 42 |
DIVIDEND ASSETS CAPITAL, LLC | 42 | 42 | 0.99% | 1.98% | 3.09% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.01% | 0.11% | 0.30% | Q2 2013 | Q3 2023 | 42 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 42 | 42 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 42 |
CONGRESS ASSET MANAGEMENT CO /MA | 42 | 42 | 0.10% | 0.37% | 1.08% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.05% | 0.42% | 0.68% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.07% | 0.15% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Findlay Park Partners LLP | 42 | 42 | 0.69% | 2.03% | 3.50% | Q2 2013 | Q3 2023 | 42 |
KING LUTHER CAPITAL MANAGEMENT CORP | 42 | 42 | 0.04% | 0.15% | 0.26% | Q2 2013 | Q3 2023 | 42 |
SENTRY INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.03% | 0.12% | 0.21% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.01% | 0.59% | 1.49% | Q2 2013 | Q3 2023 | 42 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 42 | 42 | 0.00% | 0.07% | 0.32% | Q2 2013 | Q3 2023 | 42 |
Cypress Capital Group | 42 | 42 | 0.06% | 0.37% | 0.81% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.03% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.06% | 0.09% | 0.14% | Q2 2013 | Q3 2023 | 42 |
PENINSULA ASSET MANAGEMENT INC | 42 | 42 | 1.87% | 3.16% | 4.58% | Q2 2013 | Q3 2023 | 42 |
CHILTON INVESTMENT CO INC. | 42 | 42 | 3.17% | 6.44% | 8.71% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.09% | 0.13% | 0.19% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.04% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Janney Montgomery Scott LLC | 42 | 42 | 0.03% | 0.10% | 0.18% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.04% | 0.16% | 0.27% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.04% | 0.29% | 0.55% | Q2 2013 | Q3 2023 | 42 |
BURKE & HERBERT BANK & TRUST CO | 42 | 42 | 0.22% | 0.46% | 0.74% | Q2 2013 | Q3 2023 | 42 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 42 | 42 | 0.22% | 0.59% | 1.22% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
FIDUCIARY TRUST CO | 42 | 42 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.01% | 0.28% | 0.51% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.11% | 0.47% | Q2 2013 | Q3 2023 | 42 |
M&T BANK CORP | 42 | 42 | 0.02% | 0.11% | 0.24% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.01% | 0.38% | 0.73% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.05% | 0.10% | 0.23% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.03% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.03% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.05% | 0.23% | 0.42% | Q2 2013 | Q3 2023 | 42 |
Maple Capital Management, Inc. | 42 | 42 | 0.07% | 0.12% | 0.18% | Q2 2013 | Q3 2023 | 42 |
GATEWAY INVESTMENT ADVISERS LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.01% | 0.04% | 0.28% | Q2 2013 | Q3 2023 | 42 |
Linscomb & Williams, Inc. | 42 | 42 | 0.03% | 0.11% | 0.26% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.08% | 0.12% | 0.18% | Q2 2013 | Q3 2023 | 42 |
MOTCO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LOGAN CAPITAL MANAGEMENT INC | 42 | 42 | 1.10% | 1.67% | 2.20% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.03% | 0.11% | 0.17% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.04% | 0.12% | 0.42% | Q2 2013 | Q3 2023 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.01% | 0.09% | 0.36% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.10% | 0.19% | 0.39% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.06% | 0.17% | 0.34% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.07% | 0.12% | 0.19% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.06% | 0.10% | 0.16% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VERMONT | 42 | 42 | 0.01% | 0.05% | 0.17% | Q2 2013 | Q3 2023 | 42 |
STOCK YARDS BANK & TRUST CO | 42 | 42 | 0.04% | 0.08% | 0.19% | Q2 2013 | Q3 2023 | 42 |
WILKINS INVESTMENT COUNSEL INC | 42 | 42 | 0.08% | 0.11% | 0.16% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.04% | 0.09% | 0.21% | Q2 2013 | Q3 2023 | 42 |
AMERICAN CENTURY COMPANIES INC | 42 | 42 | 0.00% | 0.17% | 0.42% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.02% | 0.29% | 0.64% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.05% | 0.13% | 0.31% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.40% | 0.80% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.04% | 0.15% | 0.42% | Q2 2013 | Q3 2023 | 42 |
Haverford Trust Co | 42 | 42 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q3 2023 | 42 |
NICHOLS & PRATT ADVISERS LLP /MA | 42 | 42 | 0.02% | 0.14% | 0.36% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.05% | 0.16% | 0.75% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.08% | 0.12% | 0.19% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.08% | 0.11% | 0.16% | Q2 2013 | Q3 2023 | 42 |
SHELL ASSET MANAGEMENT CO | 42 | 42 | 0.04% | 0.09% | 0.15% | Q2 2013 | Q3 2023 | 42 |
LAZARD ASSET MANAGEMENT LLC | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.02% | 0.07% | 0.17% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.03% | 0.17% | 0.41% | Q2 2013 | Q3 2023 | 42 |
CONNING INC. | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
COMPASS CAPITAL MANAGEMENT, INC | 42 | 42 | 3.10% | 4.00% | 4.50% | Q2 2013 | Q3 2023 | 42 |
Chesley Taft & Associates LLC | 42 | 42 | 0.15% | 0.23% | 0.37% | Q2 2013 | Q3 2023 | 42 |
WESTWOOD HOLDINGS GROUP INC | 42 | 42 | 0.02% | 0.32% | 1.08% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.03% | 0.19% | 0.56% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.04% | 0.12% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.07% | 0.12% | 0.22% | Q2 2013 | Q3 2023 | 42 |
WEATHERLY ASSET MANAGEMENT L. P. | 42 | 42 | 0.21% | 0.31% | 0.47% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.01% | 0.11% | 0.26% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.07% | 0.13% | 0.23% | Q2 2013 | Q3 2023 | 42 |
UMB Bank, n.a. | 42 | 42 | 0.04% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.12% | 0.16% | 0.23% | Q2 2013 | Q3 2023 | 42 |
COMERICA BANK | 39 | 2 | 0.01% | 0.14% | 0.26% | Q2 2013 | Q3 2023 | 41 |
D.A. DAVIDSON & CO. | 41 | 41 | 0.00% | 0.04% | 0.14% | Q3 2013 | Q3 2023 | 41 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 38 | 3 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q3 2023 | 41 |
OPTIMUM INVESTMENT ADVISORS | 34 | 7 | 0.11% | 0.21% | 0.42% | Q3 2013 | Q4 2023 | 41 |
BRADLEY FOSTER & SARGENT INC/CT | 28 | 13 | 0.02% | 0.40% | 1.37% | Q2 2013 | Q3 2023 | 41 |
HM PAYSON & CO | 22 | 19 | 0.06% | 0.11% | 0.20% | Q2 2013 | Q3 2023 | 41 |
RATIONAL ADVISORS LLC | 11 | 3 | 0.00% | 0.13% | 0.53% | Q1 2009 | Q3 2023 | 41 |
FIRST TRUST ADVISORS LP | 38 | 3 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 41 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 37 | 4 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.10% | 0.15% | 0.21% | Q3 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.02% | 0.08% | 0.27% | Q3 2013 | Q3 2023 | 41 |
Southeast Asset Advisors Inc. | 27 | 14 | 0.04% | 0.26% | 1.06% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.04% | 0.11% | 0.26% | Q2 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.02% | 0.08% | 0.14% | Q3 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.08% | 0.12% | 0.18% | Q1 2013 | Q3 2023 | 41 |
FAYEZ SAROFIM & CO | 40 | 1 | 0.00% | 0.24% | 0.65% | Q2 2013 | Q3 2023 | 41 |
Nuveen Asset Management, LLC | 40 | 1 | 0.01% | 0.12% | 0.25% | Q2 2013 | Q3 2023 | 41 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 41 | 41 | 1.28% | 1.96% | 2.77% | Q3 2013 | Q3 2023 | 41 |
Meiji Yasuda Asset Management Co Ltd. | 41 | 41 | 0.06% | 0.16% | 0.47% | Q3 2013 | Q3 2023 | 41 |
Baillie Gifford | 41 | 41 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 41 |
Plante Moran Financial Advisors, LLC | 41 | 41 | 0.00% | 0.09% | 0.22% | Q2 2013 | Q2 2023 | 41 |
MISSION WEALTH MANAGEMENT, LP | 31 | 31 | 0.01% | 0.15% | 0.36% | Q1 2016 | Q3 2023 | 40 |
HOWE & RUSLING INC | 38 | 2 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 40 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 23 | 17 | 0.00% | 0.11% | 0.25% | Q2 2013 | Q3 2023 | 40 |
TIEMANN INVESTMENT ADVISORS, LLC | 40 | 40 | 0.16% | 0.98% | 1.37% | Q4 2013 | Q3 2023 | 40 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 11 | 0.01% | 0.03% | 0.32% | Q4 2013 | Q4 2023 | 40 |
STRS OHIO | 36 | 4 | 0.00% | 0.21% | 0.50% | Q2 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.06% | 0.09% | 0.14% | Q4 2013 | Q3 2023 | 40 |
Financial Management Professionals, Inc. | 40 | 40 | 0.09% | 0.24% | 0.39% | Q4 2013 | Q3 2023 | 40 |
FULLER & THALER ASSET MANAGEMENT, INC. | 24 | 3 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.10% | 0.15% | 0.21% | Q3 2013 | Q3 2023 | 40 |
BROWN BROTHERS HARRIMAN & CO | 27 | 13 | 0.00% | 0.22% | 1.63% | Q1 2013 | Q3 2023 | 40 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 39 | 1 | 0.00% | 0.21% | 0.98% | Q2 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.09% | 0.14% | 0.21% | Q4 2013 | Q3 2023 | 40 |
Meiji Yasuda Life Insurance Co | 20 | 2 | 0.01% | 0.14% | 0.32% | Q2 2013 | Q3 2023 | 40 |
DAVENPORT & Co LLC | 40 | 40 | 0.00% | 0.76% | 1.60% | Q4 2013 | Q3 2023 | 40 |
Fiera Capital Corp | 40 | 40 | 0.46% | 2.12% | 3.46% | Q4 2013 | Q3 2023 | 40 |
Diversified Trust Co | 21 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2023 | 40 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.10% | 0.16% | Q1 2014 | Q3 2023 | 39 |
BANK OF THE WEST | 39 | 39 | 0.04% | 0.07% | 0.12% | Q2 2013 | Q4 2022 | 39 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 36 | 3 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q2 2023 | 39 |
Andra AP-fonden | 22 | 5 | 0.02% | 0.16% | 0.39% | Q2 2013 | Q2 2023 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.09% | 0.13% | 0.17% | Q1 2014 | Q3 2023 | 39 |
DELTA ASSET MANAGEMENT LLC/TN | 35 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 39 |
GREATMARK INVESTMENT PARTNERS, INC. | 39 | 39 | 0.08% | 0.11% | 0.14% | Q1 2014 | Q3 2023 | 39 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 34 | 2 | 0.00% | 0.02% | 0.26% | Q2 2013 | Q3 2023 | 39 |
Verition Fund Management LLC | 10 | 1 | 0.00% | 0.06% | 0.33% | Q2 2013 | Q3 2023 | 39 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.06% | 0.21% | 0.47% | Q2 2013 | Q4 2022 | 39 |
Moors & Cabot, Inc. | 39 | 39 | 0.10% | 0.18% | 0.22% | Q1 2014 | Q3 2023 | 39 |
WOLVERINE ASSET MANAGEMENT LLC | 7 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q4 2022 | 39 |
TUDOR INVESTMENT CORP ET AL | 9 | 1 | 0.00% | 0.11% | 0.77% | Q4 2013 | Q3 2023 | 39 |
LONDON CO OF VIRGINIA | 39 | 39 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q3 2023 | 39 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.01% | 0.07% | 0.15% | Q1 2014 | Q3 2023 | 39 |
FULTON BANK, N.A. | 23 | 1 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q4 2023 | 39 |
CIM, LLC | 39 | 39 | 0.10% | 0.17% | 0.31% | Q2 2013 | Q4 2022 | 39 |
BOKF, NA | 25 | 5 | 0.00% | 0.04% | 0.08% | Q3 2013 | Q3 2023 | 39 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 20 | 2 | 0.04% | 0.17% | 0.49% | Q1 2013 | Q3 2023 | 39 |
SYNOVUS FINANCIAL CORP | 29 | 2 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 39 |
GAMCO INVESTORS, INC. ET AL | 22 | 17 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 39 |
FRED ALGER MANAGEMENT, LLC | 38 | 38 | 0.00% | 0.40% | 1.19% | Q4 2013 | Q1 2023 | 38 |
Marble Harbor Investment Counsel, LLC | 38 | 38 | 0.09% | 0.17% | 0.36% | Q2 2014 | Q3 2023 | 38 |
BLUESTEIN R H & CO LLC | 38 | 38 | 0.06% | 1.46% | 2.72% | Q2 2013 | Q3 2022 | 38 |
Tower Research Capital LLC (TRC) | 24 | 2 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 38 |
GILDER GAGNON HOWE & CO LLC | 38 | 38 | 0.00% | 0.02% | 0.09% | Q2 2014 | Q3 2023 | 38 |
HBK Sorce Advisory LLC | 38 | 38 | 0.04% | 0.08% | 0.12% | Q2 2014 | Q3 2023 | 38 |
PROVIDENT TRUST CO | 38 | 38 | 0.02% | 0.03% | 0.04% | Q2 2014 | Q3 2023 | 38 |
GABELLI FUNDS LLC | 23 | 15 | 0.01% | 0.09% | 0.30% | Q2 2013 | Q3 2023 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q3 2022 | 38 |
1834 INVESTMENT ADVISORS CO | 38 | 38 | 0.05% | 0.08% | 0.12% | Q2 2014 | Q3 2023 | 38 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 38 | 38 | 0.01% | 0.18% | 0.41% | Q2 2013 | Q3 2022 | 38 |
Spot Trading L.L.C | 9 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q1 2017 | 38 |
VICTORY CAPITAL MANAGEMENT INC | 36 | 1 | 0.00% | 0.06% | 0.26% | Q3 2013 | Q3 2023 | 37 |
B. Riley Wealth Advisors, Inc. | 31 | 6 | 0.01% | 0.07% | 0.10% | Q1 2014 | Q3 2023 | 37 |
Texas Yale Capital Corp. | 37 | 37 | 0.07% | 0.12% | 0.18% | Q3 2014 | Q3 2023 | 37 |
Hemenway Trust Co LLC | 37 | 37 | 0.02% | 0.14% | 0.33% | Q1 2013 | Q1 2022 | 37 |
ADIRONDACK TRUST CO | 37 | 37 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 37 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 19 | 18 | 0.04% | 0.10% | 0.16% | Q2 2013 | Q3 2023 | 37 |
Riggs Asset Managment Co. Inc. | 37 | 37 | 0.02% | 0.03% | 0.04% | Q3 2014 | Q3 2023 | 37 |
National Pension Service | 37 | 37 | 0.11% | 0.16% | 0.21% | Q3 2014 | Q3 2023 | 37 |
Spears Abacus Advisors LLC | 32 | 5 | 0.03% | 0.05% | 0.07% | Q2 2014 | Q3 2023 | 37 |
SIRIOS CAPITAL MANAGEMENT L P | 31 | 2 | 0.47% | 3.93% | 10.48% | Q2 2013 | Q2 2023 | 37 |
Capital Research Global Investors | 20 | 17 | 0.01% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 37 |
Employees Retirement System of Texas | 37 | 37 | 0.01% | 0.10% | 0.28% | Q2 2013 | Q2 2022 | 37 |
STEPHENS INC /AR/ | 36 | 1 | 0.01% | 0.07% | 0.17% | Q2 2013 | Q3 2023 | 37 |
West Oak Capital, LLC | 29 | 8 | 0.03% | 0.65% | 1.03% | Q2 2013 | Q3 2023 | 37 |
BARINGS LLC | 18 | 3 | 0.01% | 0.10% | 0.27% | Q2 2013 | Q3 2023 | 37 |
ARROW FINANCIAL CORP | 37 | 37 | 0.01% | 0.22% | 0.44% | Q3 2014 | Q3 2023 | 37 |
1832 Asset Management L.P. | 31 | 1 | 0.00% | 0.28% | 0.93% | Q1 2014 | Q3 2023 | 36 |
J.P. Morgan Private Wealth Advisors LLC | 33 | 1 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 36 |
IBM Retirement Fund | 36 | 36 | 0.08% | 0.13% | 0.19% | Q2 2013 | Q1 2022 | 36 |
SHELTON CAPITAL MANAGEMENT | 33 | 33 | 0.00% | 0.08% | 0.20% | Q3 2015 | Q3 2023 | 36 |
RAYMOND JAMES & ASSOCIATES | 36 | 36 | 0.02% | 0.07% | 0.13% | Q4 2014 | Q3 2023 | 36 |
Candriam S.C.A. | 36 | 36 | 0.03% | 0.16% | 0.35% | Q4 2014 | Q3 2023 | 36 |
Brinker Capital Investments, LLC | 26 | 10 | 0.00% | 0.05% | 0.36% | Q3 2013 | Q4 2022 | 36 |
Sigma Planning Corp | 36 | 36 | 0.05% | 0.07% | 0.09% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.05% | 0.11% | 0.23% | Q4 2014 | Q3 2023 | 36 |
INTRUST BANK NA | 36 | 36 | 0.04% | 0.12% | 0.29% | Q4 2014 | Q3 2023 | 36 |
Capital Analysts, LLC | 36 | 36 | 0.09% | 0.13% | 0.17% | Q4 2014 | Q3 2023 | 36 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 36 | 36 | 0.16% | 0.36% | 0.48% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.05% | 0.14% | 0.22% | Q2 2013 | Q1 2022 | 36 |
JOHNSON INVESTMENT COUNSEL INC | 36 | 36 | 0.01% | 0.32% | 1.17% | Q4 2014 | Q3 2023 | 36 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.03% | 0.07% | 0.14% | Q1 2015 | Q3 2023 | 35 |
USS Investment Management Ltd | 21 | 14 | 0.13% | 1.17% | 2.39% | Q4 2012 | Q3 2023 | 35 |
Grace Capital | 35 | 35 | 0.22% | 1.14% | 2.58% | Q2 2013 | Q4 2021 | 35 |
CHARTIST INC /CA/ | 15 | 1 | 1.02% | 25.62% | 49.05% | Q2 2013 | Q3 2023 | 35 |
MACKENZIE FINANCIAL CORP | 28 | 7 | 0.00% | 0.22% | 0.59% | Q4 2014 | Q3 2023 | 35 |
Brookstone Capital Management | 34 | 1 | 0.01% | 0.05% | 0.60% | Q4 2013 | Q3 2023 | 35 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q4 2021 | 35 |
Capital Planning Advisors, LLC | 32 | 3 | 0.11% | 0.47% | 0.92% | Q4 2014 | Q3 2023 | 35 |
SCOTIA CAPITAL INC. | 29 | 2 | 0.00% | 0.03% | 0.07% | Q4 2013 | Q3 2023 | 35 |
FIRST MIDWEST BANK TRUST DIVISION | 35 | 35 | 0.19% | 0.32% | 0.66% | Q2 2013 | Q4 2021 | 35 |
BRYN MAWR TRUST Co | 35 | 35 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q2 2023 | 35 |
TDAM USA INC. | 35 | 35 | 0.06% | 0.12% | 0.23% | Q2 2013 | Q4 2021 | 35 |
Point72 Asset Management, L.P. | 18 | 1 | 0.00% | 0.21% | 0.93% | Q2 2014 | Q3 2023 | 35 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 32 | 3 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 35 |
Douglass Winthrop Advisors, LLC | 35 | 35 | 0.01% | 0.82% | 3.00% | Q1 2015 | Q3 2023 | 35 |
BLB&B Advisors, LLC | 32 | 3 | 0.04% | 0.15% | 0.45% | Q2 2013 | Q3 2023 | 35 |
Carnegie Capital Asset Management, LLC | 32 | 3 | 0.13% | 1.38% | 1.97% | Q4 2013 | Q3 2023 | 35 |
Perkins Coie Trust Co | 34 | 1 | 0.00% | 0.11% | 0.20% | Q4 2013 | Q3 2023 | 35 |
Sequoia Financial Advisors, LLC | 34 | 34 | 0.11% | 0.19% | 0.35% | Q2 2015 | Q3 2023 | 34 |
MUFG Americas Holdings Corp | 18 | 1 | 0.00% | 0.00% | 0.01% | Q4 2010 | Q3 2022 | 34 |
PARSONS CAPITAL MANAGEMENT INC/RI | 31 | 3 | 0.03% | 0.04% | 0.07% | Q4 2014 | Q3 2023 | 34 |
DAVIS R M INC | 34 | 34 | 0.01% | 0.65% | 0.94% | Q2 2015 | Q3 2023 | 34 |
THOMAS WHITE INTERNATIONAL LTD | 34 | 34 | 0.04% | 0.18% | 0.39% | Q1 2015 | Q2 2023 | 34 |
GREENLEAF TRUST | 34 | 34 | 0.01% | 0.17% | 0.38% | Q2 2015 | Q3 2023 | 34 |
FIRST MERCANTILE TRUST CO | 34 | 34 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q3 2021 | 34 |
FIRST NATIONAL BANK OF OMAHA | 13 | 2 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 34 |
World Asset Management Inc | 34 | 34 | 0.07% | 0.11% | 0.17% | Q2 2013 | Q3 2021 | 34 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 16 | 4 | 0.00% | 0.06% | 0.33% | Q2 2013 | Q3 2023 | 34 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 32 | 2 | 0.00% | 0.04% | 0.11% | Q3 2013 | Q3 2023 | 34 |
Cetera Advisors LLC | 25 | 2 | 0.02% | 0.07% | 0.30% | Q4 2013 | Q3 2023 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.03% | 0.08% | 0.15% | Q2 2013 | Q3 2021 | 34 |
Gradient Investments LLC | 24 | 10 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q3 2023 | 34 |
Tredje AP-fonden | 34 | 34 | 0.07% | 0.13% | 0.23% | Q2 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.03% | 0.15% | 0.30% | Q2 2015 | Q3 2023 | 34 |
Advisory Services Network, LLC | 27 | 2 | 0.00% | 0.06% | 0.17% | Q4 2014 | Q3 2023 | 34 |
East Coast Asset Management, LLC. | 31 | 3 | 0.13% | 0.85% | 6.18% | Q4 2012 | Q3 2023 | 34 |
Richard Bernstein Advisors LLC | 29 | 4 | 0.04% | 0.14% | 0.25% | Q2 2013 | Q1 2023 | 33 |
TWO SIGMA ADVISERS, LP | 17 | 1 | 0.00% | 0.14% | 0.44% | Q2 2013 | Q3 2023 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q2 2021 | 33 |
Estabrook Capital Management | 33 | 33 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2023 | 33 |
CITY HOLDING CO | 33 | 33 | 0.01% | 0.04% | 0.08% | Q3 2015 | Q3 2023 | 33 |
Checchi Capital Advisers, LLC | 32 | 1 | 0.02% | 0.06% | 0.10% | Q1 2015 | Q3 2023 | 33 |
ELM ADVISORS, LLC | 33 | 33 | 0.50% | 0.73% | 1.13% | Q4 2013 | Q4 2021 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.00% | 0.02% | 0.15% | Q3 2015 | Q3 2023 | 33 |
ROWLANDMILLER & PARTNERS.ADV | 28 | 2 | 0.05% | 0.06% | 0.09% | Q4 2014 | Q4 2023 | 33 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q2 2021 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.07% | 0.09% | 0.12% | Q4 2015 | Q4 2023 | 33 |
KCM INVESTMENT ADVISORS LLC | 33 | 33 | 0.02% | 0.07% | 0.14% | Q3 2015 | Q3 2023 | 33 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.03% | 0.11% | 0.16% | Q2 2013 | Q3 2023 | 33 |
Vision Capital Management, Inc. | 33 | 33 | 1.67% | 1.99% | 2.65% | Q3 2015 | Q3 2023 | 33 |
Skylands Capital, LLC | 33 | 33 | 0.02% | 0.13% | 0.37% | Q3 2015 | Q3 2023 | 33 |
Princeton Portfolio Strategies Group LLC | 33 | 33 | 0.14% | 0.20% | 0.27% | Q2 2013 | Q2 2021 | 33 |
LOOMIS SAYLES & CO L P | 33 | 33 | 0.00% | 0.23% | 0.36% | Q3 2015 | Q3 2023 | 33 |
ING GROEP NV | 16 | 1 | 0.00% | 0.08% | 0.62% | Q2 2013 | Q3 2023 | 33 |
Prospera Financial Services Inc | 24 | 2 | 0.03% | 0.07% | 0.24% | Q1 2015 | Q3 2023 | 33 |
Pacer Advisors, Inc. | 32 | 1 | 0.00% | 0.06% | 0.11% | Q4 2013 | Q3 2023 | 33 |
QS Investors, LLC | 33 | 33 | 0.01% | 0.04% | 0.18% | Q2 2013 | Q2 2021 | 33 |
Kovack Advisors, Inc. | 17 | 1 | 0.00% | 0.27% | 1.16% | Q3 2014 | Q2 2023 | 33 |
ROTHSCHILD INVESTMENT LLC /IL | 31 | 2 | 0.02% | 0.05% | 0.07% | Q1 2015 | Q3 2023 | 33 |
NORTH AMERICAN MANAGEMENT CORP | 32 | 32 | 0.04% | 0.08% | 0.13% | Q2 2013 | Q1 2021 | 32 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 32 | 32 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 32 |
FIRST QUADRANT LLC/CA | 32 | 32 | 0.00% | 0.03% | 0.28% | Q2 2013 | Q1 2021 | 32 |
Renaissance Technologies | 21 | 1 | 0.01% | 0.14% | 0.42% | Q2 2013 | Q3 2023 | 32 |
Raymond James Financial Services Advisors, Inc. | 31 | 1 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 32 |
Private Advisor Group, LLC | 32 | 32 | 0.01% | 0.03% | 0.05% | Q4 2015 | Q3 2023 | 32 |
Hosking Partners LLP | 32 | 32 | 0.48% | 0.93% | 1.35% | Q3 2015 | Q2 2023 | 32 |
ALTA CAPITAL MANAGEMENT LLC/ | 32 | 32 | 1.95% | 2.74% | 3.97% | Q4 2015 | Q3 2023 | 32 |
PITCAIRN CO | 26 | 2 | 0.02% | 0.27% | 0.47% | Q2 2013 | Q3 2023 | 32 |
PALISADE CAPITAL MANAGEMENT, LP | 32 | 32 | 0.06% | 0.13% | 0.22% | Q4 2015 | Q3 2023 | 32 |
Skandinaviska Enskilda Banken AB (publ) | 32 | 32 | 0.04% | 0.10% | 0.36% | Q4 2015 | Q3 2023 | 32 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 27 | 27 | 0.23% | 0.64% | 1.29% | Q1 2017 | Q3 2023 | 32 |
FDx Advisors, Inc. | 29 | 1 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q2 2023 | 32 |
CITIZENS FINANCIAL GROUP INC/RI | 32 | 32 | 0.05% | 0.07% | 0.11% | Q4 2015 | Q3 2023 | 32 |
ASSETMARK, INC | 32 | 32 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 32 |
AMF Tjanstepension AB | 16 | 16 | 0.18% | 0.44% | 0.69% | Q4 2014 | Q3 2023 | 32 |
Gemmer Asset Management LLC | 23 | 9 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2022 | 32 |
ROCKLAND TRUST CO | 32 | 32 | 0.11% | 1.04% | 1.67% | Q4 2015 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.08% | 0.33% | 0.61% | Q1 2016 | Q4 2023 | 32 |
North Star Investment Management Corp. | 21 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 32 |
TOTH FINANCIAL ADVISORY CORP | 31 | 31 | 0.00% | 0.96% | 1.40% | Q1 2016 | Q3 2023 | 32 |
SevenBridge Financial Group, LLC | 31 | 31 | 0.01% | 0.44% | 0.96% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.04% | 0.05% | 0.08% | Q1 2016 | Q3 2023 | 31 |
Bristlecone Advisors, LLC | 18 | 13 | 0.05% | 0.15% | 0.63% | Q4 2015 | Q3 2023 | 31 |
FIRST CITIZENS BANK & TRUST CO | 25 | 2 | 0.01% | 0.11% | 0.47% | Q2 2013 | Q2 2022 | 31 |
BANK OF HAWAII | 30 | 1 | 0.04% | 0.13% | 0.27% | Q2 2013 | Q1 2022 | 31 |
NATIXIS ADVISORS, L.P. | 26 | 5 | 0.02% | 0.30% | 0.54% | Q2 2013 | Q3 2023 | 31 |
WHITTIER TRUST CO OF NEVADA INC | 31 | 31 | 0.15% | 0.38% | 0.57% | Q1 2016 | Q3 2023 | 31 |
Hilltop Holdings Inc. | 31 | 31 | 0.07% | 0.10% | 0.13% | Q1 2016 | Q3 2023 | 31 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 31 | 31 | 0.51% | 2.17% | 3.17% | Q1 2014 | Q3 2021 | 31 |
Raub Brock Capital Management LP | 31 | 31 | 3.50% | 4.38% | 5.06% | Q1 2016 | Q3 2023 | 31 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 31 | 31 | 0.07% | 0.64% | 1.22% | Q1 2016 | Q3 2023 | 31 |
Gotham Asset Management, LLC | 8 | 1 | 0.00% | 0.08% | 0.38% | Q3 2013 | Q3 2023 | 31 |
PITTENGER & ANDERSON INC | 31 | 31 | 0.00% | 0.11% | 0.38% | Q1 2016 | Q3 2023 | 31 |
Mariner, LLC | 31 | 31 | 0.02% | 0.11% | 0.25% | Q1 2016 | Q3 2023 | 31 |
ADVISOR PARTNERS LLC | 31 | 31 | 0.05% | 0.13% | 0.19% | Q4 2014 | Q2 2022 | 31 |
Aperio Group, LLC | 31 | 31 | 0.06% | 0.11% | 0.16% | Q2 2013 | Q4 2020 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.04% | 0.09% | 0.16% | Q2 2013 | Q4 2020 | 31 |
MONETARY MANAGEMENT GROUP INC | 31 | 31 | 0.05% | 0.37% | 0.90% | Q1 2016 | Q3 2023 | 31 |
Reynders McVeigh Capital Management, LLC | 31 | 31 | 0.02% | 0.09% | 0.14% | Q1 2016 | Q3 2023 | 31 |
Caprock Group, LLC | 31 | 31 | 0.06% | 0.11% | 0.17% | Q1 2016 | Q3 2023 | 31 |
PETTYJOHN, WOOD & WHITE, INC | 31 | 31 | 0.14% | 0.16% | 0.20% | Q1 2016 | Q3 2023 | 31 |
Arete Wealth Advisors, LLC | 12 | 3 | 0.02% | 0.08% | 0.15% | Q4 2014 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.05% | 0.10% | Q4 2015 | Q3 2023 | 31 |
Marquette Asset Management, LLC | 28 | 1 | 0.00% | 0.12% | 0.20% | Q2 2013 | Q3 2023 | 31 |
Stratos Wealth Partners, LTD. | 31 | 31 | 0.02% | 0.10% | 0.20% | Q1 2016 | Q3 2023 | 31 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 20 | 11 | 0.01% | 0.08% | 0.17% | Q2 2013 | Q1 2021 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
Quantbot Technologies LP | 8 | 1 | 0.01% | 0.34% | 1.89% | Q2 2013 | Q3 2023 | 31 |
CIBC WORLD MARKET INC. | 23 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 30 |
SUMITOMO LIFE INSURANCE CO | 30 | 30 | 0.05% | 0.14% | 0.22% | Q2 2016 | Q3 2023 | 30 |
Kingfisher Capital LLC | 30 | 30 | 0.64% | 1.42% | 2.04% | Q2 2016 | Q3 2023 | 30 |
OLD NATIONAL BANCORP /IN/ | 30 | 30 | 0.04% | 0.20% | 0.46% | Q2 2016 | Q3 2023 | 30 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 25 | 5 | 0.16% | 0.74% | 1.23% | Q1 2016 | Q3 2023 | 30 |
ONTARIO TEACHERS PENSION PLAN BOARD | 20 | 8 | 0.01% | 0.05% | 0.16% | Q2 2013 | Q3 2020 | 30 |
Mn Services Vermogensbeheer B.V. | 20 | 10 | 0.10% | 0.25% | 0.40% | Q1 2016 | Q3 2023 | 30 |
Laird Norton Wetherby Wealth Management, LLC | 30 | 30 | 0.06% | 0.09% | 0.12% | Q2 2016 | Q3 2023 | 30 |
Laurion Capital Management LP | 5 | 1 | 0.00% | 0.07% | 0.38% | Q1 2014 | Q3 2020 | 30 |
SIGNATUREFD, LLC | 23 | 2 | 0.00% | 0.05% | 0.12% | Q3 2013 | Q3 2023 | 30 |
CREDIT AGRICOLE S A | 18 | 1 | 0.00% | 0.10% | 0.31% | Q2 2013 | Q3 2023 | 30 |
Copeland Capital Management, LLC | 30 | 30 | 0.06% | 0.40% | 1.04% | Q2 2016 | Q3 2023 | 30 |
Capital World Investors | 30 | 30 | 0.03% | 0.27% | 0.54% | Q2 2016 | Q3 2023 | 30 |
CONDOR CAPITAL MANAGEMENT | 30 | 30 | 0.20% | 0.30% | 0.44% | Q2 2016 | Q3 2023 | 30 |
Cornerstone Advisors, Inc. | 30 | 30 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2020 | 30 |
Atria Investments, Inc | 14 | 3 | 0.02% | 0.13% | 0.25% | Q4 2014 | Q3 2023 | 30 |
McKinley Carter Wealth Services, Inc. | 28 | 2 | 0.02% | 0.26% | 1.00% | Q1 2016 | Q3 2023 | 30 |
Point72 Hong Kong Ltd | 12 | 1 | 0.01% | 0.10% | 0.50% | Q3 2014 | Q3 2022 | 30 |
AMUNDI ASSET MANAGEMENT US, INC. | 26 | 3 | 0.01% | 0.09% | 0.38% | Q2 2013 | Q1 2021 | 29 |
Baystate Wealth Management LLC | 28 | 1 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.01% | 0.04% | 0.17% | Q4 2013 | Q4 2020 | 29 |
MARSHALL WACE, LLP | 13 | 1 | 0.01% | 0.43% | 1.60% | Q2 2013 | Q2 2023 | 29 |
Ashfield Capital Partners, LLC | 29 | 29 | 0.57% | 0.72% | 1.33% | Q3 2015 | Q3 2022 | 29 |
WBH ADVISORY INC | 26 | 3 | 0.08% | 0.12% | 0.17% | Q2 2016 | Q3 2023 | 29 |
Alpha Cubed Investments, LLC | 29 | 29 | 0.02% | 0.30% | 0.53% | Q3 2016 | Q3 2023 | 29 |
BAHL & GAYNOR INC | 19 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 29 |
Tortoise Investment Management, LLC | 24 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 29 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 28 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2021 | 29 |
J.P. Marvel Investment Advisors, LLC | 17 | 2 | 0.85% | 1.39% | 2.27% | Q1 2016 | Q3 2023 | 29 |
Granite Investment Partners, LLC | 16 | 13 | 0.01% | 0.24% | 0.59% | Q4 2014 | Q1 2022 | 29 |
Glenview Trust Co | 28 | 1 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q3 2023 | 29 |
First National Bank of Mount Dora, Trust Investment Services | 17 | 12 | 0.25% | 1.05% | 1.74% | Q2 2013 | Q4 2023 | 29 |
DUPONT CAPITAL MANAGEMENT CORP | 22 | 3 | 0.00% | 0.18% | 0.34% | Q4 2014 | Q3 2023 | 28 |
GFI Investment Counsel Ltd. | 28 | 28 | 6.98% | 10.09% | 14.49% | Q4 2016 | Q3 2023 | 28 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 0.04% | 0.07% | 0.10% | Q4 2016 | Q3 2023 | 28 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 22 | 6 | 0.03% | 0.24% | 0.54% | Q2 2013 | Q2 2021 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.03% | 0.06% | 0.25% | Q4 2016 | Q3 2023 | 28 |
FISHMAN JAY A LTD/MI | 28 | 28 | 0.52% | 0.66% | 0.81% | Q4 2016 | Q3 2023 | 28 |
Clearstead Advisors, LLC | 28 | 28 | 0.08% | 0.19% | 0.29% | Q4 2016 | Q3 2023 | 28 |
BOSTON FINANCIAL MANGEMENT LLC | 28 | 28 | 0.23% | 2.09% | 3.48% | Q4 2016 | Q3 2023 | 28 |
NORTHSTAR ASSET MANAGEMENT LLC | 28 | 28 | 0.23% | 0.84% | 1.21% | Q4 2016 | Q3 2023 | 28 |
DEARBORN PARTNERS LLC | 20 | 8 | 0.03% | 1.07% | 1.80% | Q2 2013 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.13% | 0.19% | 0.24% | Q4 2016 | Q3 2023 | 28 |
TCI Wealth Advisors, Inc. | 18 | 10 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q1 2023 | 28 |
WINTON GROUP Ltd | 9 | 2 | 0.00% | 0.12% | 0.71% | Q2 2014 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.02% | 0.05% | 0.12% | Q1 2016 | Q4 2022 | 28 |
Johnson Financial Group, Inc. | 15 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 28 |
CENTRAL BANK & TRUST CO | 28 | 28 | 0.06% | 0.54% | 1.15% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.01% | 0.03% | 0.11% | Q4 2016 | Q3 2023 | 28 |
CIBC WORLD MARKETS CORP | 28 | 28 | 0.01% | 0.14% | 0.55% | Q4 2016 | Q3 2023 | 28 |
Ancora Advisors LLC | 28 | 28 | 0.03% | 0.09% | 0.15% | Q4 2016 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.07% | 0.13% | 0.18% | Q4 2016 | Q3 2023 | 28 |
WESBANCO BANK INC | 15 | 1 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q3 2023 | 28 |
VALLEY NATIONAL ADVISERS INC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
ClearBridge Investments | 26 | 1 | 0.00% | 0.13% | 0.65% | Q2 2013 | Q3 2023 | 28 |
SIT INVESTMENT ASSOCIATES INC | 28 | 28 | 0.14% | 0.34% | 0.66% | Q4 2016 | Q3 2023 | 28 |
JNBA Financial Advisors | 20 | 8 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.13% | 0.16% | 0.21% | Q4 2016 | Q3 2023 | 28 |
ALLSTATE CORP | 20 | 1 | 0.02% | 0.11% | 0.27% | Q1 2015 | Q3 2023 | 28 |
Edgestream Partners, L.P. | 7 | 1 | 0.03% | 0.67% | 2.74% | Q2 2014 | Q3 2023 | 28 |
ACADIAN ASSET MANAGEMENT LLC | 16 | 12 | 0.00% | 0.07% | 0.33% | Q3 2014 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.02% | 0.05% | 0.09% | Q4 2016 | Q3 2023 | 28 |
ALPS ADVISORS INC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 28 |
DUNCKER STREETT & CO INC | 28 | 28 | 0.16% | 0.24% | 0.32% | Q2 2013 | Q1 2020 | 28 |
Lombard Odier Asset Management (Switzerland) SA | 9 | 1 | 0.02% | 0.05% | 0.09% | Q2 2014 | Q1 2023 | 28 |
Valmark Advisers, Inc. | 25 | 1 | 0.00% | 0.07% | 0.15% | Q2 2013 | Q4 2021 | 28 |
Independent Advisor Alliance | 28 | 28 | 0.00% | 0.30% | 0.70% | Q4 2016 | Q3 2023 | 28 |
CWM, LLC | 18 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 28 |
NORTHEAST INVESTMENT MANAGEMENT | 28 | 28 | 0.02% | 0.19% | 0.55% | Q4 2016 | Q3 2023 | 28 |
Mawer Investment Management Ltd. | 25 | 3 | 0.08% | 0.39% | 0.81% | Q2 2013 | Q3 2023 | 28 |
CHICAGO TRUST Co NA | 28 | 28 | 0.28% | 0.45% | 0.64% | Q4 2016 | Q3 2023 | 28 |
Cable Hill Partners, LLC | 18 | 10 | 0.03% | 0.06% | 0.22% | Q4 2014 | Q3 2023 | 28 |
CARDEROCK CAPITAL MANAGEMENT INC | 27 | 27 | 0.41% | 1.54% | 2.31% | Q1 2017 | Q3 2023 | 27 |
Palisade Asset Management, LLC | 27 | 27 | 0.04% | 0.05% | 0.08% | Q1 2017 | Q3 2023 | 27 |
Alkeon Capital Management | 27 | 27 | 0.15% | 0.51% | 1.38% | Q1 2017 | Q3 2023 | 27 |
Morris Capital Advisors, LLC | 27 | 27 | 2.69% | 3.29% | 4.16% | Q1 2016 | Q3 2022 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.03% | 0.06% | 0.08% | Q2 2013 | Q4 2019 | 27 |
Municipal Employees' Retirement System of Michigan | 20 | 7 | 0.02% | 0.05% | 0.07% | Q3 2013 | Q2 2020 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 27 |
CORBYN INVESTMENT MANAGEMENT INC/MD | 27 | 27 | 0.88% | 3.13% | 6.55% | Q1 2017 | Q3 2023 | 27 |
Dynamic Advisor Solutions LLC | 27 | 27 | 0.08% | 0.76% | 1.26% | Q1 2017 | Q3 2023 | 27 |
TORRAY INVESTMENT PARTNERS LLC | 27 | 27 | 0.70% | 1.25% | 2.15% | Q1 2017 | Q3 2023 | 27 |
Allworth Financial LP | 22 | 1 | 0.00% | 0.00% | 0.05% | Q4 2015 | Q3 2023 | 27 |
SMITH SHELLNUT WILSON LLC /ADV | 21 | 6 | 0.18% | 0.27% | 0.42% | Q4 2016 | Q3 2023 | 27 |
SAYBROOK CAPITAL /NC | 27 | 27 | 0.70% | 3.76% | 5.53% | Q1 2017 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.03% | 0.07% | 0.12% | Q1 2017 | Q3 2023 | 27 |
Weiss Multi-Strategy Advisers LLC | 7 | 1 | 0.01% | 0.14% | 0.46% | Q3 2013 | Q2 2022 | 27 |
Calamos Advisors LLC | 26 | 26 | 0.00% | 0.05% | 0.14% | Q2 2017 | Q3 2023 | 27 |
Aureus Asset Management, LLC | 27 | 27 | 1.66% | 2.73% | 3.75% | Q1 2017 | Q3 2023 | 27 |
Rafferty Asset Management, LLC | 25 | 1 | 0.01% | 0.05% | 0.15% | Q2 2015 | Q3 2023 | 27 |
Mount Yale Investment Advisors, LLC | 23 | 23 | 0.00% | 1.26% | 1.87% | Q1 2018 | Q3 2023 | 27 |
CLEARARC CAPITAL INC | 27 | 27 | 0.08% | 0.12% | 0.20% | Q2 2013 | Q4 2019 | 27 |
Bridgewater Associates | 7 | 1 | 0.00% | 0.08% | 0.30% | Q3 2013 | Q3 2023 | 27 |
State of Alaska, Department of Revenue | 27 | 27 | 0.01% | 0.10% | 0.16% | Q1 2017 | Q3 2023 | 27 |
RITHOLTZ WEALTH MANAGEMENT | 26 | 1 | 0.06% | 0.20% | 0.50% | Q4 2016 | Q3 2023 | 27 |
Cerity Partners LLC | 27 | 27 | 0.05% | 0.25% | 0.42% | Q1 2017 | Q3 2023 | 27 |
LORD, ABBETT & CO. LLC | 12 | 1 | 0.02% | 0.09% | 0.18% | Q4 2013 | Q3 2023 | 27 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 14 | 13 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2020 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q4 2019 | 27 |
Wills Financial Group, Inc. | 27 | 27 | 0.32% | 1.25% | 1.79% | Q1 2017 | Q3 2023 | 27 |
BAXTER BROS INC | 27 | 27 | 0.07% | 1.19% | 1.89% | Q1 2017 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.02% | 0.09% | 0.14% | Q1 2017 | Q3 2023 | 27 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 18 | 1 | 0.04% | 0.06% | 0.08% | Q4 2013 | Q3 2023 | 27 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.04% | 0.07% | 0.14% | Q4 2016 | Q3 2023 | 26 |
Avantax Planning Partners, Inc. | 26 | 26 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2023 | 26 |
ORRSTOWN FINANCIAL SERVICES INC | 26 | 26 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q3 2019 | 26 |
Royal Fund Management, LLC | 14 | 4 | 0.04% | 0.05% | 0.06% | Q4 2016 | Q3 2023 | 26 |
NATIXIS | 7 | 1 | 0.00% | 0.14% | 0.94% | Q2 2013 | Q3 2023 | 26 |
INVESTMENT HOUSE LLC | 26 | 26 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q3 2023 | 26 |
State of New Jersey Common Pension Fund D | 17 | 2 | 0.01% | 0.09% | 0.15% | Q2 2015 | Q3 2023 | 26 |
Quantitative Investment Management, LLC | 8 | 1 | 0.01% | 0.22% | 0.78% | Q3 2013 | Q3 2023 | 26 |
Sunbelt Securities, Inc. | 25 | 1 | 0.05% | 0.30% | 0.81% | Q4 2016 | Q3 2023 | 26 |
Meritage Group LP | 19 | 7 | 1.65% | 6.10% | 11.33% | Q2 2016 | Q3 2023 | 26 |
Crestwood Advisors Group, LLC | 26 | 26 | 0.92% | 1.33% | 1.80% | Q2 2017 | Q3 2023 | 26 |
FIL Ltd | 23 | 1 | 0.00% | 0.02% | 0.07% | Q1 2014 | Q3 2023 | 26 |
GAM Holding AG | 25 | 1 | 0.01% | 0.05% | 0.07% | Q2 2013 | Q3 2020 | 26 |
Crescent Grove Advisors, LLC | 26 | 26 | 0.19% | 0.36% | 1.00% | Q2 2017 | Q3 2023 | 26 |
FARMERS & MERCHANTS INVESTMENTS INC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
Pensionfund Sabic | 13 | 1 | 0.43% | 0.58% | 0.70% | Q3 2015 | Q2 2022 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.08% | 0.12% | 0.19% | Q3 2016 | Q3 2023 | 26 |
Compagnie Lombard Odier SCmA | 16 | 4 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 26 |
PineBridge Investments, L.P. | 20 | 1 | 0.00% | 0.11% | 0.40% | Q4 2013 | Q2 2023 | 26 |
MPS Loria Financial Planners, LLC | 26 | 26 | 0.43% | 0.86% | 1.48% | Q2 2017 | Q3 2023 | 26 |
SALEM INVESTMENT COUNSELORS INC | 19 | 1 | 0.02% | 0.03% | 0.04% | Q3 2016 | Q3 2023 | 26 |
ALPHA WINDWARD LLC | 22 | 4 | 0.01% | 0.15% | 0.31% | Q2 2013 | Q3 2020 | 26 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 26 | 26 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2019 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.01% | 0.11% | 0.44% | Q2 2013 | Q3 2019 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.01% | 0.05% | 0.17% | Q2 2013 | Q3 2019 | 26 |
FINANCIAL COUNSELORS INC | 26 | 26 | 0.08% | 0.15% | 0.24% | Q2 2017 | Q3 2023 | 26 |
FIRST MANHATTAN CO. LLC. | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 26 |
Argent Trust Co | 26 | 26 | 0.04% | 0.10% | 0.16% | Q2 2017 | Q3 2023 | 26 |
HighPoint Advisor Group LLC | 24 | 1 | 0.19% | 0.34% | 0.62% | Q4 2015 | Q2 2022 | 25 |
BP PLC | 22 | 3 | 0.04% | 0.13% | 0.25% | Q4 2014 | Q2 2021 | 25 |
abrdn plc | 25 | 25 | 0.01% | 0.06% | 0.22% | Q3 2017 | Q3 2023 | 25 |
First Personal Financial Services | 21 | 4 | 0.00% | 0.13% | 0.32% | Q4 2014 | Q1 2022 | 25 |
Legacy Capital Partners, Inc. | 21 | 1 | 0.13% | 0.16% | 0.24% | Q2 2013 | Q1 2022 | 25 |
Vident Investment Advisory, LLC | 20 | 1 | 0.00% | 0.03% | 0.10% | Q2 2015 | Q2 2023 | 25 |
First Allied Advisory Services, Inc. | 16 | 4 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2020 | 25 |
Vigilant Capital Management, LLC | 22 | 1 | 0.00% | 1.72% | 2.38% | Q4 2013 | Q2 2023 | 25 |
ETRADE Capital Management LLC | 20 | 2 | 0.00% | 0.06% | 0.15% | Q3 2013 | Q3 2020 | 25 |
GSA CAPITAL PARTNERS LLP | 9 | 1 | 0.02% | 0.09% | 0.52% | Q2 2013 | Q2 2023 | 25 |
Tarbox Family Office, Inc. | 25 | 25 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2022 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2019 | 25 |
DE BURLO GROUP INC | 20 | 5 | 0.11% | 0.41% | 2.02% | Q2 2017 | Q3 2023 | 25 |
Chicago Partners Investment Group LLC | 19 | 1 | 0.00% | 0.04% | 0.09% | Q4 2014 | Q3 2023 | 25 |
Proficio Capital Partners LLC | 12 | 2 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q3 2023 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.00% | 0.08% | 0.23% | Q1 2016 | Q1 2022 | 25 |
MONTAG A & ASSOCIATES INC | 25 | 25 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q3 2023 | 25 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 25 | 25 | 0.65% | 0.84% | 1.17% | Q3 2017 | Q3 2023 | 25 |
Dorsey & Whitney Trust CO LLC | 25 | 25 | 0.04% | 0.32% | 0.58% | Q3 2017 | Q3 2023 | 25 |
BRIDGES INVESTMENT MANAGEMENT INC | 25 | 25 | 0.08% | 0.58% | 0.75% | Q3 2017 | Q3 2023 | 25 |
Schonfeld Strategic Advisors LLC | 9 | 1 | 0.01% | 0.25% | 1.09% | Q2 2016 | Q3 2023 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 18 | 7 | 0.00% | 1.75% | 2.76% | Q2 2017 | Q3 2023 | 25 |
Bray Capital Advisors | 23 | 2 | 0.01% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 25 |
GRIFFIN ASSET MANAGEMENT, INC. | 25 | 25 | 0.04% | 0.20% | 0.36% | Q3 2017 | Q3 2023 | 25 |
SVA Wealth Management, LLC | 24 | 24 | 0.02% | 0.07% | 0.10% | Q1 2015 | Q4 2020 | 24 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
JLB & ASSOCIATES INC | 24 | 24 | 0.21% | 0.86% | 1.46% | Q4 2017 | Q3 2023 | 24 |
Pensionfund DSM Netherlands | 12 | 1 | 0.17% | 0.51% | 0.66% | Q3 2015 | Q4 2021 | 24 |
CIBC Private Wealth Group, LLC | 13 | 11 | 0.01% | 0.35% | 0.46% | Q3 2017 | Q3 2023 | 24 |
Glassman Wealth Services | 24 | 24 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Slow Capital, Inc. | 24 | 24 | 0.43% | 0.93% | 1.45% | Q4 2017 | Q3 2023 | 24 |
BALDWIN BROTHERS LLC/MA | 24 | 24 | 0.00% | 0.10% | 0.93% | Q1 2018 | Q4 2023 | 24 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.23% | 0.30% | 0.40% | Q2 2013 | Q1 2019 | 24 |
ROPES WEALTH ADVISORS LLC | 23 | 1 | 0.00% | 0.12% | 0.18% | Q2 2016 | Q3 2023 | 24 |
WealthPLAN Partners, LLC | 14 | 2 | 0.00% | 0.08% | 0.43% | Q2 2016 | Q2 2023 | 24 |
HANCOCK WHITNEY CORP | 21 | 3 | 0.01% | 0.06% | 0.09% | Q2 2017 | Q3 2023 | 24 |
COLONY GROUP LLC | 14 | 1 | 0.01% | 0.04% | 0.16% | Q4 2015 | Q3 2023 | 24 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 19 | 1 | 0.02% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 24 |
Clean Yield Group | 10 | 1 | 0.00% | 0.03% | 0.06% | Q1 2015 | Q3 2023 | 24 |
SMITH, MOORE & CO. | 14 | 1 | 0.03% | 0.07% | 0.15% | Q4 2016 | Q3 2023 | 24 |
Morse Asset Management, Inc | 24 | 24 | 0.08% | 0.41% | 1.00% | Q4 2017 | Q3 2023 | 24 |
PEAPACK GLADSTONE FINANCIAL CORP | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Wealth Advisors of Tampa Bay, LLC | 24 | 24 | 0.28% | 0.42% | 0.54% | Q4 2017 | Q3 2023 | 24 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.01% | 0.05% | 0.13% | Q4 2017 | Q3 2023 | 24 |
UNIVEST FINANCIAL Corp | 15 | 9 | 0.70% | 1.15% | 1.84% | Q3 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.10% | 0.15% | 0.19% | Q2 2013 | Q1 2019 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.04% | 0.07% | 0.12% | Q4 2017 | Q3 2023 | 24 |
AGF INVESTMENTS INC. | 24 | 24 | 0.31% | 0.72% | 1.11% | Q4 2016 | Q3 2022 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.11% | 0.13% | 0.16% | Q4 2017 | Q3 2023 | 24 |
PIN OAK INVESTMENT ADVISORS INC | 24 | 24 | 0.04% | 0.10% | 0.18% | Q4 2017 | Q3 2023 | 24 |
WealthTrust Fairport, LLC | 24 | 24 | 0.58% | 0.75% | 1.05% | Q2 2013 | Q1 2019 | 24 |
Legacy Financial Strategies, LLC | 24 | 24 | 0.29% | 0.66% | 0.90% | Q4 2017 | Q3 2023 | 24 |
Penserra Capital Management LLC | 19 | 5 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 24 |
JOHN G ULLMAN & ASSOCIATES INC | 24 | 24 | 0.04% | 0.05% | 0.07% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.08% | 0.10% | 0.13% | Q4 2017 | Q3 2023 | 24 |
Nikulski Financial, Inc. | 24 | 24 | 0.29% | 0.36% | 0.47% | Q4 2017 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.06% | 0.13% | 0.28% | Q4 2017 | Q3 2023 | 24 |
Stokes Capital Advisors, LLC | 24 | 24 | 1.46% | 1.92% | 2.42% | Q4 2017 | Q3 2023 | 24 |
CAPITAL INTERNATIONAL LTD /CA/ | 24 | 24 | 0.35% | 0.80% | 1.22% | Q4 2017 | Q3 2023 | 24 |
CAPITAL GUARDIAN TRUST CO | 16 | 8 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q2 2019 | 24 |
TRUST CO OF OKLAHOMA | 13 | 11 | 0.19% | 0.38% | 0.60% | Q3 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.06% | 0.13% | 0.21% | Q2 2013 | Q1 2019 | 24 |
Claret Asset Management Corp | 24 | 24 | 0.22% | 0.31% | 0.45% | Q4 2017 | Q3 2023 | 24 |
MGO ONE SEVEN LLC | 21 | 2 | 0.08% | 0.23% | 0.54% | Q4 2017 | Q3 2023 | 23 |
Simplicity Solutions, LLC | 10 | 2 | 0.02% | 0.11% | 0.78% | Q4 2015 | Q3 2023 | 23 |
Oakworth Capital, Inc. | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
FIRST INTERSTATE BANK | 18 | 5 | 0.01% | 0.02% | 0.06% | Q3 2015 | Q3 2023 | 23 |
BALASA DINVERNO & FOLTZ LLC | 23 | 23 | 0.02% | 0.04% | 0.06% | Q1 2017 | Q3 2022 | 23 |
Lipe & Dalton | 23 | 23 | 0.36% | 0.54% | 0.80% | Q2 2013 | Q4 2018 | 23 |
Rehmann Capital Advisory Group | 12 | 2 | 0.02% | 0.04% | 0.06% | Q3 2015 | Q3 2023 | 23 |
Man Group plc | 23 | 23 | 0.01% | 0.13% | 0.51% | Q1 2018 | Q3 2023 | 23 |
BW Gestao de Investimentos Ltda. | 23 | 23 | 1.43% | 5.37% | 14.50% | Q1 2018 | Q3 2023 | 23 |
Sand Hill Global Advisors, LLC | 23 | 23 | 0.35% | 0.46% | 0.52% | Q4 2016 | Q2 2022 | 23 |
Fiduciary Trust Co International of Pennsylvania | 23 | 23 | 0.06% | 0.15% | 0.42% | Q3 2014 | Q1 2020 | 23 |
BB&T SECURITIES, LLC | 23 | 23 | 0.01% | 0.03% | 0.06% | Q1 2014 | Q3 2019 | 23 |
PRELUDE CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.03% | 0.09% | Q1 2013 | Q2 2022 | 23 |
Cetera Investment Advisers | 14 | 9 | 0.02% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 12 | 11 | 0.02% | 0.04% | 0.09% | Q4 2017 | Q3 2023 | 23 |
Pendal Group Ltd | 23 | 23 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q4 2022 | 23 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 19 | 1 | 0.00% | 0.24% | 0.94% | Q4 2016 | Q3 2023 | 23 |
Winning Points Advisors, LLC | 14 | 2 | 0.51% | 0.79% | 1.45% | Q4 2016 | Q1 2023 | 23 |
AE Wealth Management LLC | 23 | 23 | 0.02% | 0.04% | 0.08% | Q1 2018 | Q3 2023 | 23 |
Voya Financial Advisors, Inc. | 23 | 23 | 0.02% | 0.06% | 0.12% | Q1 2017 | Q3 2022 | 23 |
Zweig-DiMenna Associates LLC | 12 | 1 | 0.01% | 0.88% | 2.08% | Q4 2013 | Q4 2022 | 23 |
Heritage Trust Co | 22 | 1 | 0.11% | 0.40% | 0.85% | Q1 2017 | Q3 2023 | 23 |
Broadleaf Partners, LLC | 23 | 23 | 0.98% | 1.52% | 2.36% | Q1 2018 | Q3 2023 | 23 |
Daiwa SB Investments Ltd. | 23 | 23 | 0.08% | 0.21% | 0.41% | Q3 2013 | Q1 2019 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.13% | 0.16% | 0.20% | Q1 2018 | Q3 2023 | 23 |
SeaCrest Wealth Management, LLC | 13 | 10 | 0.03% | 0.06% | 0.12% | Q4 2017 | Q3 2023 | 23 |
SouthState Corp | 22 | 1 | 0.03% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 23 |
VONTOBEL ASSET MANAGEMENT INC | 23 | 23 | 0.23% | 1.11% | 2.02% | Q1 2018 | Q3 2023 | 23 |
DnB Asset Management AS | 23 | 23 | 0.05% | 0.09% | 0.13% | Q2 2018 | Q4 2023 | 23 |
Crewe Advisors LLC | 23 | 23 | 0.03% | 0.07% | 0.16% | Q4 2017 | Q2 2023 | 23 |
Ballast, Inc. | 23 | 23 | 0.25% | 0.43% | 0.61% | Q1 2018 | Q3 2023 | 23 |
Sound Income Strategies, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
WEBSTER BANK, N. A. | 13 | 9 | 0.01% | 0.13% | 0.30% | Q4 2016 | Q3 2023 | 22 |
BEACH INVESTMENT COUNSEL INC/PA | 22 | 22 | 0.15% | 0.24% | 0.42% | Q3 2016 | Q4 2021 | 22 |
MEEDER ASSET MANAGEMENT INC | 11 | 1 | 0.00% | 0.09% | 0.40% | Q3 2015 | Q1 2023 | 22 |
FRONTIER INVESTMENT MGMT CO | 22 | 22 | 0.09% | 0.20% | 0.34% | Q1 2015 | Q2 2020 | 22 |
Highlander Capital Management, LLC | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
COZAD ASSET MANAGEMENT INC | 22 | 22 | 0.48% | 1.03% | 1.59% | Q2 2018 | Q3 2023 | 22 |
Strategic Wealth Partners, Ltd. | 22 | 22 | 0.08% | 0.46% | 1.02% | Q4 2017 | Q1 2023 | 22 |
Valeo Financial Advisors, LLC | 15 | 3 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 22 |
Engineers Gate Manager LP | 9 | 2 | 0.01% | 0.19% | 0.56% | Q3 2015 | Q3 2023 | 22 |
Ledyard National Bank | 21 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2022 | 22 |
S. R. Schill & Associates | 19 | 1 | 0.12% | 0.16% | 0.21% | Q4 2017 | Q3 2023 | 22 |
STABLEFORD CAPITAL II LLC | 11 | 2 | 0.33% | 0.74% | 2.15% | Q3 2017 | Q3 2023 | 22 |
PGGM Investments | 11 | 5 | 0.03% | 0.14% | 0.38% | Q1 2013 | Q3 2023 | 22 |
Motley Fool Asset Management LLC | 20 | 2 | 0.05% | 0.10% | 0.16% | Q1 2018 | Q3 2023 | 22 |
REILLY FINANCIAL ADVISORS, LLC | 20 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2021 | 22 |
Boston Trust Walden Corp | 19 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 22 |
Cohen Klingenstein LLC | 22 | 22 | 0.04% | 0.05% | 0.08% | Q2 2018 | Q3 2023 | 22 |
Freedom Investment Management, Inc. | 18 | 1 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 22 |
Alberta Investment Management Corp | 11 | 1 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 22 |
BALYASNY ASSET MANAGEMENT L.P. | 6 | 3 | 0.00% | 0.10% | 0.48% | Q3 2015 | Q3 2023 | 22 |
JUPITER ASSET MANAGEMENT LTD | 22 | 22 | 0.01% | 0.13% | 0.44% | Q2 2018 | Q3 2023 | 22 |
Gilman Hill Asset Management, LLC | 22 | 22 | 0.10% | 0.26% | 0.41% | Q4 2015 | Q1 2021 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q3 2018 | 22 |
Lenox Wealth Advisors, LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2022 | 22 |
Bath Savings Trust Co | 22 | 22 | 0.18% | 0.79% | 1.18% | Q2 2018 | Q3 2023 | 22 |
Gifford Fong Associates | 22 | 22 | 0.14% | 0.16% | 0.19% | Q2 2018 | Q3 2023 | 22 |
NewEdge Advisors, LLC | 21 | 1 | 0.01% | 0.04% | 0.07% | Q2 2017 | Q3 2023 | 22 |
RAND WEALTH, LLC | 22 | 22 | 0.11% | 0.14% | 0.19% | Q2 2013 | Q3 2018 | 22 |
RMB Capital Management, LLC | 18 | 4 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 22 |
Meridian Wealth Management, LLC | 14 | 1 | 0.02% | 0.09% | 0.30% | Q4 2016 | Q3 2023 | 22 |
CX Institutional | 22 | 22 | 0.00% | 0.07% | 0.22% | Q2 2018 | Q3 2023 | 22 |
Perigon Wealth Management, LLC | 11 | 1 | 0.01% | 0.15% | 0.55% | Q3 2011 | Q2 2023 | 22 |
STEVENS CAPITAL MANAGEMENT LP | 6 | 1 | 0.02% | 0.26% | 0.65% | Q2 2013 | Q3 2023 | 22 |
OppenheimerFunds, Inc. | 19 | 3 | 0.00% | 0.06% | 0.19% | Q2 2013 | Q1 2019 | 22 |
People's United Financial, Inc. | 16 | 6 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q1 2022 | 22 |
Natixis Investment Managers International | 10 | 2 | 0.02% | 1.12% | 3.80% | Q1 2015 | Q3 2023 | 22 |
EQUITABLE TRUST CO | 22 | 22 | 0.09% | 0.10% | 0.12% | Q2 2018 | Q3 2023 | 22 |
SFE Investment Counsel | 22 | 22 | 0.11% | 0.17% | 0.23% | Q2 2018 | Q3 2023 | 22 |
Mutual Advisors, LLC | 19 | 3 | 0.02% | 0.03% | 0.06% | Q1 2018 | Q3 2023 | 22 |
MAVERICK CAPITAL LTD | 8 | 1 | 0.00% | 0.07% | 0.19% | Q1 2015 | Q3 2023 | 21 |
Fieldpoint Private Securities, LLC | 20 | 1 | 0.09% | 0.24% | 0.64% | Q1 2017 | Q2 2022 | 21 |
FIRST HAWAIIAN BANK | 21 | 21 | 0.02% | 0.05% | 0.09% | Q3 2018 | Q3 2023 | 21 |
EXENCIAL WEALTH ADVISORS, LLC | 20 | 1 | 0.00% | 0.12% | 0.33% | Q1 2013 | Q3 2023 | 21 |
Strategic Blueprint, LLC | 20 | 20 | 0.08% | 1.31% | 6.12% | Q4 2018 | Q3 2023 | 21 |
Capital International Investors | 21 | 21 | 0.01% | 0.12% | 0.29% | Q3 2018 | Q3 2023 | 21 |
WENDELL DAVID ASSOCIATES INC | 21 | 21 | 0.04% | 0.48% | 0.85% | Q3 2018 | Q3 2023 | 21 |
Asset Advisors Investment Management, LLC | 21 | 21 | 0.56% | 1.12% | 1.68% | Q3 2018 | Q3 2023 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.06% | 0.11% | 0.19% | Q2 2013 | Q2 2018 | 21 |
GUARDIAN CAPITAL LP | 20 | 1 | 0.01% | 0.04% | 0.07% | Q3 2017 | Q3 2023 | 21 |
Kessler Investment Group, LLC | 21 | 21 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 21 |
NuWave Investment Management, LLC | 16 | 1 | 0.00% | 0.52% | 1.27% | Q4 2013 | Q3 2022 | 21 |
Chesapeake Wealth Management | 21 | 21 | 0.16% | 0.41% | 0.65% | Q3 2018 | Q3 2023 | 21 |
B. Riley Wealth Management, Inc. | 9 | 4 | 0.00% | 0.18% | 0.54% | Q1 2014 | Q2 2022 | 21 |
Winslow Capital Management, LLC | 20 | 1 | 0.00% | 1.15% | 1.60% | Q1 2014 | Q1 2020 | 21 |
First Bank & Trust | 21 | 21 | 0.09% | 0.50% | 0.78% | Q1 2018 | Q1 2023 | 21 |
Keel Point, LLC | 21 | 21 | 0.03% | 0.34% | 0.61% | Q3 2018 | Q3 2023 | 21 |
Capital International, Inc./CA/ | 21 | 21 | 0.08% | 0.33% | 0.69% | Q3 2018 | Q3 2023 | 21 |
Suncoast Equity Management | 21 | 21 | 0.05% | 0.19% | 0.41% | Q3 2018 | Q3 2023 | 21 |
PDT Partners, LLC | 9 | 1 | 0.02% | 0.36% | 1.27% | Q2 2013 | Q3 2023 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 21 |
PARADIGM ASSET MANAGEMENT CO LLC | 11 | 2 | 0.06% | 0.13% | 0.26% | Q4 2013 | Q3 2023 | 21 |
Quadrature Capital Ltd | 5 | 1 | 0.01% | 0.68% | 1.81% | Q3 2015 | Q3 2023 | 21 |
NEXT Financial Group, Inc | 9 | 1 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q4 2021 | 21 |
Clear Perspective Advisors, LLC | 21 | 21 | 0.10% | 0.50% | 0.66% | Q4 2016 | Q4 2021 | 21 |
Atlas Brown,Inc. | 21 | 21 | 0.13% | 0.24% | 0.38% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.10% | 0.19% | Q3 2018 | Q3 2023 | 21 |
COMPTON CAPITAL MANAGEMENT INC /RI | 21 | 21 | 0.10% | 0.13% | 0.16% | Q1 2017 | Q1 2022 | 21 |
ADAMS NATURAL RESOURCES FUND, INC. | 21 | 21 | 0.76% | 1.93% | 3.53% | Q3 2018 | Q3 2023 | 21 |
Lido Advisors, LLC | 16 | 1 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 21 |
Mirae Asset Global Investments Co., Ltd. | 21 | 21 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 21 |
Interval Partners, LP | 7 | 1 | 0.10% | 1.47% | 3.36% | Q1 2016 | Q3 2023 | 21 |
PEDDOCK CAPITAL ADVISORS, LLC | 8 | 1 | 0.06% | 0.09% | 0.13% | Q2 2017 | Q3 2023 | 21 |
Ironvine Capital Partners, LLC | 21 | 21 | 0.14% | 0.17% | 0.34% | Q4 2017 | Q4 2022 | 21 |
Milestone Resources Group Ltd | 16 | 5 | 0.15% | 6.07% | 9.28% | Q4 2017 | Q3 2023 | 21 |
Financial Architects, Inc | 18 | 3 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q2 2020 | 21 |
JFS WEALTH ADVISORS, LLC | 15 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 21 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.01% | 0.05% | 0.09% | Q4 2015 | Q3 2020 | 20 |
BBVA USA Bancshares, Inc. | 14 | 6 | 0.01% | 0.05% | 0.19% | Q1 2016 | Q1 2021 | 20 |
PFG Advisors | 20 | 20 | 0.13% | 0.27% | 0.40% | Q4 2018 | Q3 2023 | 20 |
Patriot Financial Group Insurance Agency, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2022 | 20 |
Bartlett & Co. LLC | 16 | 2 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2023 | 20 |
BECK MACK & OLIVER LLC | 20 | 20 | 1.05% | 1.80% | 2.46% | Q4 2018 | Q3 2023 | 20 |
Regal Investment Advisors LLC | 10 | 1 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.10% | 0.12% | 0.15% | Q2 2013 | Q1 2018 | 20 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 20 | 20 | 0.03% | 0.64% | 1.02% | Q3 2018 | Q2 2023 | 20 |
New England Research & Management, Inc. | 14 | 1 | 0.14% | 0.17% | 0.21% | Q4 2017 | Q3 2023 | 20 |
Institute for Wealth Management, LLC. | 19 | 1 | 0.05% | 0.14% | 0.21% | Q4 2017 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.02% | 0.09% | Q3 2017 | Q2 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.06% | 0.12% | 0.23% | Q4 2017 | Q3 2022 | 20 |
SpiderRock Advisors, LLC | 19 | 1 | 0.00% | 0.14% | 0.32% | Q3 2017 | Q3 2023 | 20 |
Pinnacle Bancorp, Inc. | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Kinneret Advisory, LLC | 20 | 20 | 0.17% | 0.21% | 0.25% | Q4 2018 | Q3 2023 | 20 |
O'Brien Greene & Co. Inc | 20 | 20 | 0.20% | 0.27% | 0.34% | Q4 2018 | Q3 2023 | 20 |
Stratos Wealth Advisors, LLC | 20 | 20 | 0.04% | 0.11% | 0.20% | Q4 2018 | Q3 2023 | 20 |
Eukles Asset Management | 20 | 20 | 1.40% | 1.72% | 2.15% | Q4 2018 | Q3 2023 | 20 |
Markel Corporation | 20 | 20 | 0.08% | 0.29% | 0.38% | Q4 2018 | Q3 2023 | 20 |
DAGCO, INC. | 20 | 20 | 0.18% | 1.00% | 1.47% | Q4 2018 | Q3 2023 | 20 |
Advisory Alpha, LLC | 20 | 20 | 0.07% | 0.71% | 2.46% | Q4 2018 | Q3 2023 | 20 |
Mechanics Bank Trust Department | 14 | 1 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Cumberland Partners Ltd | 19 | 1 | 0.02% | 0.91% | 2.06% | Q2 2018 | Q3 2023 | 20 |
Spearhead Capital Advisors, LLC | 20 | 20 | 1.16% | 1.30% | 1.57% | Q4 2017 | Q3 2022 | 20 |
LINCOLN NATIONAL CORP | 19 | 1 | 0.01% | 0.07% | 0.13% | Q4 2017 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.08% | 0.25% | 1.30% | Q4 2018 | Q3 2023 | 20 |
CHICAGO EQUITY PARTNERS LLC | 19 | 1 | 0.01% | 0.09% | 0.67% | Q2 2013 | Q1 2019 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Laffer Tengler Investments, Inc. | 18 | 2 | 0.00% | 0.42% | 0.66% | Q3 2013 | Q4 2022 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.03% | 0.05% | 0.11% | Q1 2013 | Q4 2017 | 20 |
Zurich Insurance Group Ltd/FI | 16 | 2 | 0.02% | 0.22% | 1.14% | Q4 2015 | Q3 2023 | 20 |
Riverview Trust Co | 20 | 20 | 0.03% | 0.06% | 0.14% | Q4 2018 | Q3 2023 | 20 |
MARSHWINDS ADVISORY CO | 20 | 20 | 0.32% | 0.37% | 0.43% | Q2 2013 | Q1 2018 | 20 |
HARVEY INVESTMENT CO LLC | 14 | 2 | 0.03% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 20 |
Dougherty Wealth Advisers LLC | 20 | 20 | 0.11% | 0.22% | 0.38% | Q4 2018 | Q3 2023 | 20 |
NorthCoast Asset Management LLC | 10 | 3 | 0.07% | 1.55% | 3.22% | Q3 2015 | Q3 2021 | 20 |
Wambolt & Associates, LLC | 20 | 20 | 0.11% | 0.43% | 0.71% | Q4 2018 | Q3 2023 | 20 |
CCM INVESTMENT ADVISERS LLC | 20 | 20 | 0.86% | 1.43% | 1.75% | Q4 2018 | Q3 2023 | 20 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 10 | 1 | 0.00% | 0.22% | 0.61% | Q2 2015 | Q3 2023 | 20 |
Ipswich Investment Management Co., Inc. | 18 | 1 | 0.04% | 0.09% | 0.12% | Q1 2016 | Q3 2023 | 20 |
Integrated Wealth Concepts LLC | 19 | 1 | 0.01% | 0.03% | 0.07% | Q3 2018 | Q3 2023 | 20 |
Asset Dedication, LLC | 12 | 1 | 0.00% | 0.05% | 0.10% | Q4 2015 | Q3 2023 | 20 |
EP Wealth Advisors, LLC | 16 | 4 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 20 |
HERMES INVESTMENT MANAGEMENT LTD | 15 | 5 | 0.01% | 0.14% | 1.32% | Q2 2013 | Q2 2018 | 20 |
Harbour Capital Advisors, LLC | 12 | 1 | 0.03% | 0.54% | 0.91% | Q2 2016 | Q4 2023 | 20 |
Executive Wealth Management, LLC | 20 | 20 | 0.00% | 0.12% | 0.18% | Q4 2018 | Q3 2023 | 20 |
BAMCO INC /NY/ | 18 | 1 | 0.02% | 0.07% | 0.15% | Q4 2016 | Q4 2022 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.03% | 0.11% | Q1 2019 | Q3 2023 | 19 |
Nippon Life Global Investors Americas, Inc. | 17 | 2 | 0.05% | 0.19% | 0.86% | Q2 2016 | Q3 2021 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.01% | 0.08% | 0.19% | Q3 2018 | Q3 2023 | 19 |
PDS Planning, Inc | 18 | 1 | 0.06% | 0.11% | 0.17% | Q3 2018 | Q3 2023 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.01% | 0.04% | 0.07% | Q1 2019 | Q3 2023 | 19 |
Rathbones Group PLC | 17 | 2 | 0.50% | 0.82% | 1.10% | Q1 2017 | Q3 2023 | 19 |
JAG CAPITAL MANAGEMENT, LLC | 19 | 19 | 0.17% | 0.74% | 2.11% | Q1 2019 | Q3 2023 | 19 |
Avior Wealth Management, LLC | 17 | 2 | 0.00% | 0.03% | 0.11% | Q4 2017 | Q3 2023 | 19 |
DONALDSON CAPITAL MANAGEMENT, LLC | 18 | 1 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q2 2022 | 19 |
MARTINGALE ASSET MANAGEMENT L P | 10 | 1 | 0.00% | 0.08% | 0.32% | Q2 2013 | Q2 2023 | 19 |
Select Equity Group, L.P. | 15 | 1 | 0.11% | 1.89% | 3.88% | Q4 2013 | Q4 2022 | 19 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.02% | 0.09% | Q1 2015 | Q2 2022 | 19 |
BOYS ARNOLD & CO INC | 16 | 16 | 0.18% | 0.32% | 0.72% | Q2 2016 | Q1 2020 | 19 |
Redpoint Investment Management Pty Ltd | 12 | 7 | 0.05% | 0.13% | 0.18% | Q4 2017 | Q3 2022 | 19 |
CNB Bank | 18 | 1 | 0.00% | 0.31% | 0.45% | Q4 2017 | Q3 2023 | 19 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 7 | 1 | 0.02% | 0.29% | 1.02% | Q1 2015 | Q3 2023 | 19 |
MAIRS & POWER INC | 19 | 19 | 0.27% | 1.11% | 1.77% | Q1 2019 | Q3 2023 | 19 |
Wellington Shields Capital Management, LLC | 12 | 2 | 0.02% | 0.04% | 0.06% | Q4 2014 | Q3 2023 | 19 |
Cox Capital Mgt LLC | 19 | 19 | 0.86% | 1.03% | 1.33% | Q2 2018 | Q4 2022 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.01% | 0.07% | 0.23% | Q1 2019 | Q3 2023 | 19 |
BENJAMIN EDWARDS INC | 19 | 19 | 0.29% | 0.53% | 0.91% | Q1 2019 | Q3 2023 | 19 |
FinTrust Capital Advisors, LLC | 15 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 19 |
FARALLON CAPITAL MANAGEMENT LLC | 19 | 19 | 1.16% | 1.59% | 2.07% | Q1 2019 | Q3 2023 | 19 |
TrinityPoint Wealth, LLC | 19 | 19 | 0.09% | 0.11% | 0.14% | Q1 2019 | Q3 2023 | 19 |
BTC Capital Management, Inc. | 17 | 1 | 0.04% | 0.07% | 0.16% | Q2 2015 | Q4 2021 | 19 |
OneDigital Investment Advisors LLC | 10 | 9 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 19 |
Freedom Day Solutions, LLC | 19 | 19 | 1.01% | 1.36% | 1.66% | Q1 2019 | Q3 2023 | 19 |
LMR Partners LLP | 10 | 1 | 0.00% | 0.14% | 0.36% | Q2 2014 | Q4 2021 | 19 |
IFC Holdings Incorporated/FL | 19 | 19 | 0.08% | 0.14% | 0.20% | Q2 2013 | Q4 2017 | 19 |
Allen Investment Management, LLC | 18 | 1 | 0.00% | 1.06% | 2.37% | Q4 2016 | Q4 2021 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.54% | 0.70% | 0.89% | Q1 2019 | Q3 2023 | 19 |
MU Investments Co., Ltd. | 19 | 19 | 0.02% | 0.14% | 0.25% | Q2 2013 | Q4 2017 | 19 |
Lombard Odier Asset Management (Europe) Ltd | 16 | 1 | 0.02% | 0.04% | 0.11% | Q4 2014 | Q1 2021 | 19 |
Kohmann Bosshard Financial Services, LLC | 19 | 19 | 0.18% | 0.32% | 0.67% | Q1 2019 | Q3 2023 | 19 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 6 | 1 | 0.03% | 0.54% | 1.72% | Q2 2015 | Q2 2023 | 19 |
WEALTHFRONT Corp | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2018 | 19 |
Ballentine Partners, LLC | 13 | 1 | 0.01% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 18 |
PINNACLE ASSOCIATES LTD | 17 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 18 |
FIRST NATIONAL TRUST CO | 13 | 2 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 18 |
AMICA MUTUAL INSURANCE CO | 18 | 18 | 0.13% | 0.48% | 0.70% | Q2 2019 | Q3 2023 | 18 |
WADE G W & INC | 12 | 6 | 0.02% | 0.05% | 0.07% | Q3 2016 | Q3 2023 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 18 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 13 | 1 | 0.00% | 0.09% | 0.19% | Q2 2013 | Q2 2019 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2021 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.02% | 0.06% | 0.17% | Q2 2013 | Q3 2017 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q3 2017 | 18 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 18 | 18 | 0.46% | 0.61% | 0.87% | Q4 2018 | Q1 2023 | 18 |
Snowden Capital Advisors LLC | 8 | 2 | 0.01% | 0.11% | 0.20% | Q4 2017 | Q3 2023 | 18 |
Hirtle Callaghan & Co LLC | 12 | 6 | 0.00% | 0.09% | 0.34% | Q3 2013 | Q1 2018 | 18 |
I.G. INVESTMENT MANAGEMENT, LTD. | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2017 | 18 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 18 | 18 | 0.01% | 0.02% | 0.08% | Q2 2019 | Q3 2023 | 18 |
COLDSTREAM CAPITAL MANAGEMENT INC | 14 | 4 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 18 |
HALL LAURIE J TRUSTEE | 13 | 1 | 0.01% | 0.04% | 0.05% | Q3 2018 | Q3 2023 | 18 |
Stanley-Laman Group, Ltd. | 10 | 8 | 0.17% | 0.28% | 0.46% | Q1 2014 | Q2 2022 | 18 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.21% | 0.84% | Q2 2013 | Q3 2023 | 18 |
ICON ADVISERS INC/CO | 8 | 5 | 0.13% | 0.34% | 0.68% | Q4 2013 | Q1 2021 | 18 |
OAK RIDGE INVESTMENTS LLC | 18 | 18 | 0.03% | 0.06% | 0.11% | Q3 2017 | Q4 2021 | 18 |
TAP Consulting, LLC | 17 | 1 | 0.19% | 1.04% | 1.62% | Q1 2019 | Q3 2023 | 18 |
Financial Gravity Asset Management, Inc. | 12 | 1 | 0.01% | 0.89% | 2.88% | Q3 2018 | Q3 2023 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.02% | 0.31% | 0.40% | Q2 2013 | Q3 2017 | 18 |
Qube Research & Technologies Ltd | 6 | 1 | 0.00% | 0.13% | 0.39% | Q3 2018 | Q3 2023 | 18 |
Achmea Investment Management B.V. | 7 | 1 | 0.06% | 0.09% | 0.14% | Q1 2017 | Q3 2023 | 18 |
Symmetry Partners, LLC | 17 | 1 | 0.03% | 0.07% | 0.15% | Q1 2017 | Q4 2023 | 18 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.03% | 0.20% | 0.50% | Q4 2012 | Q3 2023 | 18 |
Jacobi Capital Management LLC | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Aspen Investment Management Inc | 9 | 1 | 0.12% | 0.14% | 0.18% | Q4 2017 | Q3 2023 | 18 |
Fairbanks Capital Management, Inc. | 18 | 18 | 0.27% | 1.01% | 1.31% | Q2 2019 | Q3 2023 | 18 |
Assenagon Asset Management S.A. | 10 | 1 | 0.00% | 0.10% | 0.43% | Q3 2017 | Q3 2023 | 18 |
PHYSICIANS FINANCIAL SERVICES, INC. | 18 | 18 | 0.18% | 0.21% | 0.25% | Q2 2019 | Q3 2023 | 18 |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 18 | 18 | 0.16% | 0.23% | 0.29% | Q2 2019 | Q3 2023 | 18 |
RAINIER INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.66% | 1.01% | 1.51% | Q2 2013 | Q3 2017 | 18 |
Bristol Gate Capital Partners Inc. | 18 | 18 | 3.88% | 4.42% | 5.23% | Q2 2019 | Q3 2023 | 18 |
FORT, L.P. | 18 | 18 | 0.03% | 0.45% | 0.60% | Q2 2018 | Q3 2022 | 18 |
Trexquant Investment LP | 7 | 1 | 0.03% | 0.20% | 0.49% | Q3 2015 | Q3 2023 | 18 |
Amica Retiree Medical Trust | 18 | 18 | 0.13% | 0.51% | 0.74% | Q2 2019 | Q3 2023 | 18 |
Capital Advisors, Ltd. LLC | 18 | 18 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Waldron Private Wealth LLC | 14 | 1 | 0.02% | 0.04% | 0.13% | Q4 2014 | Q3 2023 | 18 |
Rikoon Group, LLC | 18 | 18 | 0.10% | 0.17% | 0.22% | Q4 2016 | Q1 2021 | 18 |
Field & Main Bank | 10 | 4 | 0.02% | 0.03% | 0.06% | Q4 2017 | Q3 2022 | 18 |
Strategic Advisors LLC | 17 | 17 | 0.06% | 0.08% | 0.10% | Q3 2019 | Q3 2023 | 17 |
SIR Capital Management, L.P. | 6 | 1 | 0.41% | 1.31% | 2.66% | Q3 2013 | Q1 2020 | 17 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 17 | 17 | 0.05% | 0.32% | 0.77% | Q3 2019 | Q3 2023 | 17 |
PATHSTONE FAMILY OFFICE, LLC | 12 | 1 | 0.00% | 0.04% | 0.09% | Q3 2014 | Q3 2023 | 17 |
HERNDON CAPITAL MANAGEMENT LLC | 17 | 17 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2017 | 17 |
Onex Canada Asset Management Inc. | 17 | 17 | 0.35% | 0.44% | 0.63% | Q3 2019 | Q3 2023 | 17 |
OSSIAM | 11 | 6 | 0.01% | 0.07% | 0.31% | Q2 2019 | Q3 2023 | 17 |
Wealthspire Advisors, LLC | 16 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 17 |
SEEYOND | 17 | 17 | 0.01% | 0.11% | 0.20% | Q4 2018 | Q4 2022 | 17 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 11 | 6 | 0.02% | 0.07% | 0.12% | Q1 2016 | Q2 2021 | 17 |
FAS Wealth Partners, Inc. | 14 | 3 | 0.03% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 17 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 7 | 5 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 17 |
BEACON TRUST CO | 17 | 17 | 0.27% | 0.54% | 1.04% | Q1 2013 | Q1 2017 | 17 |
VAN ECK ASSOCIATES CORP | 10 | 7 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q2 2022 | 17 |
Virtue Capital Management, LLC | 14 | 3 | 0.04% | 0.18% | 0.32% | Q2 2019 | Q3 2023 | 17 |
Marshall Wace North America L.P. | 10 | 2 | 0.04% | 0.33% | 1.12% | Q2 2013 | Q3 2021 | 17 |
FULTON BREAKEFIELD BROENNIMAN LLC | 17 | 17 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Ellenbecker Investment Group | 13 | 4 | 0.06% | 0.10% | 0.17% | Q2 2019 | Q3 2023 | 17 |
WADDELL & REED FINANCIAL INC | 11 | 1 | 0.01% | 0.26% | 0.41% | Q2 2013 | Q1 2021 | 17 |
Clarius Group, LLC | 17 | 17 | 0.05% | 0.06% | 0.07% | Q3 2019 | Q3 2023 | 17 |
Baldrige Asset Management LLC | 17 | 17 | 0.05% | 0.20% | 0.34% | Q1 2019 | Q1 2023 | 17 |
Independent Portfolio Consultants, Inc. | 17 | 17 | 0.18% | 0.33% | 0.54% | Q2 2013 | Q2 2017 | 17 |
BI Asset Management Fondsmaeglerselskab A/S | 14 | 3 | 0.02% | 0.10% | 0.28% | Q2 2019 | Q3 2023 | 17 |
CI INVESTMENTS INC. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Savant Capital, LLC | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
FRANKLIN STREET ADVISORS INC /NC | 14 | 1 | 0.02% | 0.06% | 0.53% | Q2 2013 | Q3 2023 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
EVOKE WEALTH, LLC | 17 | 17 | 0.00% | 0.13% | 0.29% | Q3 2019 | Q3 2023 | 17 |
Sompo Asset Management Co., Ltd. | 15 | 2 | 0.09% | 0.50% | 1.36% | Q4 2016 | Q3 2023 | 17 |
Harvest Fund Management Co., Ltd | 17 | 17 | 0.01% | 0.03% | 0.07% | Q3 2019 | Q3 2023 | 17 |
MONTAG & CALDWELL, LLC | 10 | 7 | 0.97% | 2.19% | 3.34% | Q3 2017 | Q3 2023 | 17 |
Nicholas Hoffman & Company, LLC. | 14 | 3 | 0.01% | 0.05% | 0.14% | Q2 2019 | Q3 2023 | 17 |
Vigilare Wealth Management | 17 | 17 | 0.24% | 0.50% | 0.83% | Q4 2019 | Q4 2023 | 17 |
Jacobsen Capital Management | 14 | 3 | 0.33% | 0.66% | 1.17% | Q2 2019 | Q3 2023 | 17 |
MOODY NATIONAL BANK TRUST DIVISION | 14 | 1 | 0.00% | 0.03% | 0.08% | Q4 2014 | Q3 2023 | 17 |
TOMPKINS FINANCIAL CORP | 10 | 2 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q4 2023 | 17 |
Hitchwood Capital Management LP | 9 | 1 | 0.64% | 3.15% | 5.58% | Q1 2016 | Q4 2020 | 17 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17 | 17 | 0.04% | 0.15% | 0.30% | Q3 2019 | Q3 2023 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.03% | 0.08% | 0.22% | Q1 2018 | Q1 2022 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.05% | 0.09% | 0.12% | Q2 2013 | Q2 2017 | 17 |
FOUNDERS FINANCIAL SECURITIES LLC | 15 | 2 | 0.07% | 0.36% | 0.57% | Q2 2019 | Q3 2023 | 17 |
FIRST FINANCIAL CORP /IN/ | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2022 | 17 |
Banco Santander, S.A. | 11 | 1 | 0.00% | 0.06% | 0.59% | Q3 2017 | Q3 2023 | 17 |
BRIDGES INVESTMENT COUNSEL INC/ | 9 | 8 | 0.30% | 0.50% | 0.90% | Q2 2013 | Q4 2017 | 17 |
Virtu KCG Holdings LLC | 9 | 5 | 0.00% | 0.04% | 0.16% | Q3 2013 | Q2 2017 | 17 |
NumerixS Investment Technologies Inc | 9 | 1 | 0.01% | 0.26% | 0.92% | Q4 2014 | Q2 2020 | 17 |
Capital Bank & Trust Co | 17 | 17 | 0.09% | 0.14% | 0.25% | Q2 2017 | Q2 2021 | 17 |
Clark Capital Management Group, Inc. | 10 | 1 | 0.00% | 0.02% | 0.06% | Q3 2017 | Q3 2023 | 17 |
OAKBROOK INVESTMENTS LLC | 11 | 1 | 0.07% | 0.13% | 0.19% | Q1 2015 | Q4 2019 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.01% | 0.17% | 0.95% | Q3 2019 | Q3 2023 | 17 |
IHT Wealth Management, LLC | 16 | 1 | 0.00% | 0.08% | 0.17% | Q1 2018 | Q3 2023 | 17 |
GIRARD PARTNERS LTD. | 14 | 1 | 0.01% | 0.49% | 1.02% | Q3 2018 | Q3 2023 | 16 |
Ethic Inc. | 16 | 16 | 0.15% | 0.38% | 0.80% | Q4 2019 | Q3 2023 | 16 |
Stockman Wealth Management, Inc. | 7 | 3 | 0.04% | 0.15% | 0.50% | Q3 2016 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
DIMENSION CAPITAL MANAGEMENT LLC | 16 | 16 | 0.19% | 0.26% | 0.32% | Q2 2018 | Q1 2022 | 16 |
Surevest, LLC | 16 | 16 | 0.22% | 1.01% | 1.50% | Q4 2018 | Q3 2022 | 16 |
Optas, LLC | 16 | 16 | 0.16% | 0.21% | 0.29% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.01% | 0.06% | 0.24% | Q4 2019 | Q3 2023 | 16 |
Corient Capital Partners, LLC | 16 | 16 | 0.04% | 0.08% | 0.12% | Q4 2018 | Q3 2022 | 16 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.01% | 0.10% | 0.40% | Q4 2015 | Q3 2019 | 16 |
Spectrum Management Group, LLC | 10 | 1 | 0.01% | 0.21% | 0.63% | Q3 2015 | Q3 2021 | 16 |
Manchester Capital Management LLC | 7 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 16 |
PIEDMONT INVESTMENT ADVISORS INC | 16 | 16 | 0.07% | 0.13% | 0.20% | Q2 2016 | Q1 2020 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Berkshire Money Management, Inc. | 13 | 3 | 0.05% | 0.14% | 0.19% | Q4 2015 | Q4 2019 | 16 |
Carolina Wealth Advisors, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Kingsview Wealth Management, LLC | 7 | 2 | 0.00% | 0.03% | 0.09% | Q3 2019 | Q3 2023 | 16 |
Indie Asset Partners, LLC | 16 | 16 | 0.51% | 0.71% | 0.90% | Q4 2019 | Q3 2023 | 16 |
BANQUE PICTET & CIE SA | 9 | 2 | 0.01% | 0.03% | 0.09% | Q4 2014 | Q3 2023 | 16 |
K.J. Harrison & Partners Inc | 14 | 2 | 0.08% | 0.41% | 0.99% | Q3 2019 | Q3 2023 | 16 |
Cardinal Strategic Wealth Guidance | 16 | 16 | 0.31% | 0.42% | 0.55% | Q4 2019 | Q3 2023 | 16 |
Heritage Wealth Advisors | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Seascape Capital Management | 16 | 16 | 0.14% | 0.19% | 0.26% | Q4 2019 | Q3 2023 | 16 |
Vestmark Advisory Solutions, Inc. | 15 | 1 | 0.04% | 0.09% | 0.19% | Q3 2019 | Q3 2023 | 16 |
Great Diamond Partners, LLC | 16 | 16 | 0.08% | 0.12% | 0.17% | Q4 2019 | Q3 2023 | 16 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 16 | 16 | 0.01% | 0.02% | 0.07% | Q4 2019 | Q3 2023 | 16 |
CFM WEALTH PARTNERS LLC | 16 | 16 | 0.57% | 1.00% | 1.27% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.04% | 0.10% | 0.24% | Q4 2019 | Q3 2023 | 16 |
ICW Investment Advisors LLC | 16 | 16 | 1.23% | 1.45% | 1.80% | Q4 2019 | Q3 2023 | 16 |
ExodusPoint Capital Management, LP | 8 | 1 | 0.02% | 0.15% | 0.58% | Q4 2018 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.04% | 0.06% | 0.17% | Q4 2019 | Q3 2023 | 16 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 8 | 1 | 0.15% | 0.22% | 0.30% | Q1 2012 | Q3 2017 | 16 |
GREAT LAKES ADVISORS, LLC | 14 | 2 | 0.01% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Epoch Investment Partners, Inc. | 16 | 16 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
BANCORPSOUTH INC | 16 | 16 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q1 2017 | 16 |
LexAurum Advisors, LLC | 16 | 16 | 0.10% | 1.05% | 2.74% | Q1 2018 | Q4 2021 | 16 |
CreativeOne Wealth, LLC | 16 | 16 | 0.04% | 0.09% | 0.15% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.09% | 0.18% | 0.29% | Q4 2019 | Q3 2023 | 16 |
PINNACLE FINANCIAL PARTNERS INC | 16 | 16 | 0.04% | 0.07% | 0.16% | Q4 2019 | Q3 2023 | 16 |
Atlantic Union Bankshares Corp | 16 | 16 | 0.09% | 0.12% | 0.16% | Q2 2014 | Q1 2018 | 16 |
Pinnacle Wealth Planning Services, Inc. | 16 | 16 | 0.07% | 0.36% | 0.64% | Q4 2019 | Q3 2023 | 16 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 11 | 1 | 0.00% | 0.20% | 0.46% | Q3 2013 | Q4 2021 | 16 |
BSW Wealth Partners | 14 | 2 | 0.06% | 0.10% | 0.17% | Q3 2019 | Q3 2023 | 16 |
Walleye Capital LLC | 7 | 3 | 0.01% | 0.07% | 0.37% | Q2 2020 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.06% | 0.10% | 0.17% | Q4 2019 | Q3 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.01% | 0.13% | 0.41% | Q2 2013 | Q1 2017 | 16 |
ROMAN BUTLER FULLERTON & CO | 14 | 2 | 0.13% | 0.16% | 0.19% | Q3 2019 | Q3 2023 | 16 |
Empirical Finance, LLC | 15 | 1 | 0.01% | 0.12% | 0.18% | Q4 2016 | Q3 2023 | 16 |
AlphaCrest Capital Management LLC | 16 | 16 | 0.04% | 0.15% | 0.40% | Q4 2018 | Q3 2022 | 16 |
STRATEGY ASSET MANAGERS LLC | 5 | 1 | 0.05% | 0.45% | 1.33% | Q2 2013 | Q3 2023 | 16 |
FIRST FOUNDATION ADVISORS | 14 | 2 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 16 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 11 | 5 | 0.04% | 0.35% | 1.19% | Q4 2018 | Q3 2023 | 16 |
BREMER TRUST NATIONAL ASSOCIATION | 16 | 16 | 0.07% | 0.14% | 0.19% | Q1 2015 | Q4 2018 | 16 |
BBR PARTNERS, LLC | 16 | 16 | 0.07% | 0.12% | 0.21% | Q4 2019 | Q3 2023 | 16 |
Magnetar Financial LLC | 3 | 1 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q3 2023 | 16 |
Ellevest, Inc. | 16 | 16 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2023 | 16 |
CrestPoint Capital Management, LLC | 16 | 16 | 0.26% | 0.50% | 0.84% | Q4 2013 | Q3 2017 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 16 |
Tesco Pension Investment Ltd | 16 | 16 | 0.68% | 2.03% | 2.63% | Q3 2018 | Q2 2022 | 16 |
Horizon Investments, LLC | 10 | 6 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 16 |
DELTA LLOYD NV | 16 | 16 | 0.01% | 0.06% | 0.25% | Q2 2013 | Q1 2017 | 16 |
Prestige Wealth Management Group LLC | 15 | 1 | 0.00% | 0.09% | 0.25% | Q4 2018 | Q3 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
WCM INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.55% | 0.96% | 1.81% | Q3 2018 | Q2 2022 | 16 |
Armbruster Capital Management, Inc. | 14 | 2 | 0.07% | 0.08% | 0.11% | Q3 2019 | Q3 2023 | 16 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 13 | 3 | 0.08% | 0.33% | 0.53% | Q4 2018 | Q4 2022 | 16 |
1776 Wealth LLC | 11 | 4 | 0.00% | 0.15% | 0.28% | Q4 2019 | Q3 2023 | 15 |
BARR E S & CO | 15 | 15 | 0.26% | 0.38% | 0.51% | Q1 2020 | Q3 2023 | 15 |
BRINKER CAPITAL INC | 15 | 15 | 0.15% | 0.25% | 0.33% | Q4 2016 | Q2 2020 | 15 |
JGP Wealth Management, LLC | 14 | 1 | 0.06% | 0.12% | 0.18% | Q4 2019 | Q3 2023 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.00% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 15 |
EXCHANGE TRADED CONCEPTS, LLC | 11 | 4 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q4 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q4 2016 | 15 |
SeaTown Holdings Pte. Ltd. | 9 | 1 | 0.21% | 1.75% | 4.71% | Q1 2015 | Q1 2022 | 15 |
Quantinno Capital Management LP | 10 | 5 | 0.05% | 0.30% | 0.63% | Q2 2019 | Q3 2023 | 15 |
Alyeska Investment Group, L.P. | 4 | 1 | 0.01% | 0.35% | 0.69% | Q3 2015 | Q3 2022 | 15 |
GARDNER LEWIS ASSET MANAGEMENT L P | 13 | 1 | 0.09% | 0.57% | 1.11% | Q2 2016 | Q3 2023 | 15 |
CenterStar Asset Management, LLC | 4 | 1 | 0.01% | 0.10% | 0.27% | Q4 2017 | Q1 2021 | 15 |
Eventide Asset Management | 15 | 15 | 0.03% | 0.14% | 0.43% | Q1 2020 | Q3 2023 | 15 |
Brendel Financial Advisors LLC | 11 | 1 | 4.10% | 6.74% | 8.77% | Q4 2018 | Q1 2023 | 15 |
Virtu Financial LLC | 7 | 1 | 0.02% | 0.10% | 0.46% | Q3 2016 | Q3 2022 | 15 |
Marcum Wealth, LLC | 14 | 1 | 0.05% | 0.07% | 0.16% | Q4 2019 | Q3 2023 | 15 |
Capital International Sarl | 15 | 15 | 0.09% | 0.46% | 0.96% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q4 2016 | 15 |
BADGLEY PHELPS & BELL INC | 15 | 15 | 0.43% | 0.49% | 0.57% | Q4 2017 | Q2 2021 | 15 |
ALESCO ADVISORS LLC | 10 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.07% | 0.09% | 0.12% | Q2 2013 | Q4 2016 | 15 |
PARK AVENUE SECURITIES LLC | 11 | 1 | 0.02% | 0.04% | 0.08% | Q1 2019 | Q3 2023 | 15 |
Migdal Insurance & Financial Holdings Ltd. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2020 | 15 |
HOWLAND CAPITAL MANAGEMENT LLC | 7 | 2 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 15 |
THOMPSON DAVIS & CO., INC. | 8 | 1 | 0.00% | 0.67% | 2.53% | Q4 2013 | Q3 2023 | 15 |
ATTICUS WEALTH MANAGEMENT, LLC | 15 | 15 | 0.00% | 0.03% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Apella Capital, LLC | 12 | 3 | 0.02% | 0.07% | 0.13% | Q1 2020 | Q4 2023 | 15 |
Family Management Corp | 15 | 15 | 1.00% | 1.23% | 1.59% | Q1 2020 | Q3 2023 | 15 |
Handelsbanken Fonder AB | 14 | 1 | 0.05% | 0.09% | 0.11% | Q4 2015 | Q3 2023 | 15 |
FORSTA AP-FONDEN | 15 | 15 | 0.12% | 0.18% | 0.27% | Q1 2020 | Q3 2023 | 15 |
SCHULHOFF & CO INC | 8 | 1 | 0.10% | 0.12% | 0.15% | Q4 2017 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.06% | 0.08% | 0.13% | Q2 2016 | Q4 2019 | 15 |
MATTERN CAPITAL MANAGEMENT, LLC | 15 | 15 | 0.54% | 1.05% | 1.30% | Q1 2020 | Q3 2023 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.11% | 0.16% | 0.20% | Q3 2016 | Q1 2020 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.06% | 0.07% | 0.10% | Q1 2020 | Q3 2023 | 15 |
VICUS CAPITAL | 11 | 1 | 0.04% | 0.06% | 0.08% | Q3 2018 | Q3 2023 | 15 |
Eudaimonia Partners, LLC | 8 | 7 | 0.06% | 0.13% | 0.23% | Q4 2019 | Q3 2023 | 15 |
MERIDIAN MANAGEMENT CO | 15 | 15 | 1.02% | 1.19% | 1.41% | Q4 2015 | Q2 2019 | 15 |
OFI Advisors LLC | 11 | 4 | 0.06% | 0.06% | 0.07% | Q3 2011 | Q3 2015 | 15 |
BOOTHBAY FUND MANAGEMENT, LLC | 7 | 1 | 0.01% | 0.05% | 0.14% | Q2 2017 | Q3 2023 | 15 |
Souders Financial Advisors | 15 | 15 | 0.15% | 0.30% | 0.53% | Q1 2020 | Q3 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.03% | 0.06% | 0.09% | Q1 2020 | Q3 2023 | 15 |
Sciencast Management LP | 4 | 1 | 0.14% | 0.47% | 0.79% | Q4 2015 | Q3 2023 | 15 |
Tidal Investments LLC | 15 | 15 | 0.02% | 0.05% | 0.09% | Q1 2020 | Q3 2023 | 15 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 14 | 1 | 0.02% | 0.13% | 0.29% | Q4 2018 | Q3 2023 | 15 |
Quantitative Systematic Strategies LLC | 10 | 1 | 0.05% | 0.39% | 0.75% | Q3 2014 | Q4 2018 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.08% | 0.10% | 0.15% | Q2 2013 | Q4 2016 | 15 |
BlackRock Group LTD | 15 | 15 | 0.07% | 0.09% | 0.12% | Q2 2013 | Q4 2016 | 15 |
Echo Street Capital Management LLC | 10 | 1 | 0.01% | 0.50% | 1.14% | Q3 2015 | Q3 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.07% | 0.21% | Q2 2013 | Q4 2016 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.02% | 0.24% | 0.64% | Q1 2017 | Q3 2020 | 15 |
Melvin Capital Management LP | 10 | 2 | 0.15% | 1.13% | 2.92% | Q1 2015 | Q3 2018 | 15 |
EAGLE ASSET MANAGEMENT INC | 15 | 15 | 0.04% | 0.16% | 0.30% | Q4 2014 | Q2 2018 | 15 |
SVB WEALTH LLC | 14 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 15 |
MCF Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 15 |
Essex Financial Services, Inc. | 8 | 1 | 0.02% | 0.21% | 0.40% | Q2 2013 | Q3 2023 | 15 |
HWG Holdings LP | 6 | 1 | 0.01% | 0.61% | 2.87% | Q4 2014 | Q4 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.04% | 0.10% | 0.23% | Q2 2013 | Q4 2016 | 15 |
AVANTAX ADVISORY SERVICES, INC. | 14 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 15 |
ADELL HARRIMAN & CARPENTER INC | 13 | 2 | 0.30% | 0.47% | 0.71% | Q4 2016 | Q3 2023 | 15 |
Arnhold LLC | 15 | 15 | 0.09% | 0.10% | 0.14% | Q1 2020 | Q3 2023 | 15 |
Altman Advisors, Inc. | 10 | 5 | 0.45% | 1.02% | 1.87% | Q4 2018 | Q4 2022 | 15 |
ACIMA PRIVATE WEALTH, LLC | 14 | 14 | 0.64% | 0.71% | 0.84% | Q4 2018 | Q1 2022 | 14 |
CORDA Investment Management, LLC. | 14 | 14 | 0.12% | 0.14% | 0.18% | Q2 2020 | Q3 2023 | 14 |
SECURITY NATIONAL TRUST CO | 12 | 2 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q1 2020 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.00% | 0.03% | 0.06% | Q2 2017 | Q3 2020 | 14 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 14 | 14 | 1.35% | 1.91% | 2.54% | Q2 2020 | Q3 2023 | 14 |
F3Logic, LLC | 14 | 14 | 0.07% | 0.39% | 0.69% | Q4 2018 | Q1 2022 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2022 | 14 |
TT INTERNATIONAL | 13 | 1 | 0.43% | 1.13% | 1.70% | Q4 2016 | Q3 2020 | 14 |
FORTALEZA ASSET MANAGEMENT INC/ | 8 | 6 | 0.00% | 0.50% | 1.06% | Q1 2014 | Q3 2017 | 14 |
Ellsworth Advisors, LLC | 14 | 14 | 0.23% | 0.43% | 0.82% | Q2 2020 | Q3 2023 | 14 |
MV CAPITAL MANAGEMENT, INC. | 11 | 3 | 0.00% | 0.03% | 0.07% | Q4 2014 | Q3 2023 | 14 |
9258 Wealth Management, LLC | 14 | 14 | 0.06% | 0.08% | 0.13% | Q2 2020 | Q3 2023 | 14 |
TWIN CAPITAL MANAGEMENT INC | 7 | 1 | 0.03% | 0.12% | 0.42% | Q2 2013 | Q1 2021 | 14 |
GLG LLC | 11 | 3 | 0.05% | 0.12% | 0.24% | Q1 2014 | Q4 2017 | 14 |
McIlrath & Eck, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
BCS Wealth Management | 13 | 1 | 0.31% | 0.40% | 0.50% | Q4 2019 | Q3 2023 | 14 |
Qtron Investments LLC | 10 | 4 | 0.06% | 0.22% | 0.50% | Q1 2019 | Q3 2023 | 14 |
FOX RUN MANAGEMENT, L.L.C. | 4 | 1 | 0.09% | 0.31% | 1.11% | Q4 2015 | Q3 2023 | 14 |
Providence Capital Advisors, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
Altium Wealth Management LLC | 12 | 2 | 0.03% | 0.05% | 0.08% | Q2 2018 | Q2 2022 | 14 |
XPONANCE, INC. | 14 | 14 | 0.17% | 0.19% | 0.26% | Q2 2020 | Q3 2023 | 14 |
AMG National Trust Bank | 14 | 14 | 0.06% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Colonial Trust Advisors | 14 | 14 | 0.08% | 0.09% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Vanguard Personalized Indexing Management, LLC | 14 | 14 | 0.08% | 0.13% | 0.18% | Q2 2020 | Q3 2023 | 14 |
BDO Wealth Advisors, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2023 | 14 |
Hochman Cole Investment Advisors, Inc. | 9 | 5 | 0.31% | 0.36% | 0.48% | Q1 2017 | Q3 2021 | 14 |
IEQ CAPITAL, LLC | 11 | 1 | 0.02% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 14 |
Beacon Pointe Advisors, LLC | 14 | 14 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
ATLAS CAPITAL ADVISORS LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2021 | 14 |
TRAN CAPITAL MANAGEMENT, L.P. | 14 | 14 | 1.14% | 3.34% | 5.04% | Q2 2020 | Q3 2023 | 14 |
THOMPSON SIEGEL & WALMSLEY LLC | 9 | 5 | 0.00% | 0.00% | 0.04% | Q1 2016 | Q1 2023 | 14 |
Veracity Capital LLC | 11 | 1 | 0.08% | 0.85% | 5.31% | Q4 2019 | Q2 2023 | 14 |
Roundview Capital LLC | 14 | 14 | 0.04% | 0.17% | 0.34% | Q2 2020 | Q3 2023 | 14 |
DUALITY ADVISERS, LP | 4 | 1 | 0.03% | 0.25% | 0.69% | Q4 2018 | Q3 2023 | 14 |
United Capital Management of KS, Inc. | 14 | 14 | 1.46% | 1.81% | 2.42% | Q3 2018 | Q4 2021 | 14 |
Goelzer Investment Management, Inc. | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q3 2020 | 14 |
SCHARF INVESTMENTS, LLC | 14 | 14 | 0.01% | 3.11% | 4.75% | Q4 2016 | Q1 2020 | 14 |
OneAscent Financial Services LLC | 6 | 1 | 0.08% | 0.29% | 0.77% | Q2 2019 | Q3 2023 | 14 |
Thomas J. Herzfeld Advisors, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
AMERICAN NATIONAL BANK | 12 | 1 | 0.00% | 1.10% | 1.88% | Q4 2016 | Q3 2023 | 14 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.02% | 0.08% | 0.11% | Q4 2017 | Q2 2023 | 14 |
MARIETTA INVESTMENT PARTNERS LLC | 10 | 4 | 0.10% | 0.36% | 1.41% | Q2 2013 | Q4 2022 | 14 |
First Financial Bank - Trust Division | 14 | 14 | 0.02% | 0.28% | 0.58% | Q1 2020 | Q2 2023 | 14 |
Wells Trecaso Financial Group, LLC | 14 | 14 | 0.14% | 0.18% | 0.24% | Q2 2020 | Q3 2023 | 14 |
Jupiter Investment Management Ltd | 11 | 1 | 0.00% | 0.87% | 2.28% | Q4 2013 | Q4 2019 | 14 |
Willingdon Wealth Management | 14 | 14 | 0.19% | 0.48% | 0.76% | Q4 2016 | Q1 2020 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q3 2016 | 14 |
Bremer Bank National Association | 14 | 14 | 0.05% | 0.07% | 0.09% | Q1 2019 | Q2 2022 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
Bank of Marin | 14 | 14 | 0.33% | 0.55% | 0.75% | Q2 2020 | Q3 2023 | 14 |
First Command Bank | 14 | 14 | 0.01% | 0.08% | 0.21% | Q1 2020 | Q2 2023 | 14 |
Yellowstone Partners, LLC | 12 | 2 | 1.22% | 1.61% | 2.74% | Q4 2013 | Q4 2017 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2016 | 14 |
First Command Financial Services, Inc. | 14 | 14 | 0.01% | 0.08% | 0.21% | Q1 2020 | Q2 2023 | 14 |
RMR Wealth Builders | 7 | 1 | 0.04% | 0.13% | 0.34% | Q4 2019 | Q3 2023 | 14 |
Crystal Rock Capital Management | 14 | 14 | 1.38% | 4.43% | 6.31% | Q2 2013 | Q3 2016 | 14 |
Ativo Capital Management LLC | 14 | 14 | 0.47% | 0.61% | 0.78% | Q3 2018 | Q4 2021 | 14 |
SWARTHMORE GROUP INC | 9 | 5 | 0.05% | 1.18% | 2.22% | Q1 2016 | Q4 2021 | 14 |
AHL Partners LLP | 14 | 14 | 0.01% | 0.06% | 0.20% | Q3 2014 | Q4 2017 | 14 |
LAKE STREET ADVISORS GROUP, LLC | 10 | 4 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q2 2021 | 14 |
Ninety One UK Ltd | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2018 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.07% | 0.13% | 0.19% | Q3 2020 | Q3 2023 | 13 |
Cipher Capital LP | 5 | 1 | 0.02% | 0.20% | 0.74% | Q4 2014 | Q3 2023 | 13 |
CAROLINAS WEALTH CONSULTING LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Ruane, Cunniff & Goldfarb | 13 | 13 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2016 | 13 |
CAPITAL ADVISORS INC/OK | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
PEOPLES BANK /OH | 13 | 13 | 0.14% | 0.17% | 0.26% | Q3 2020 | Q3 2023 | 13 |
Fisher Asset Management, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 13 |
Laurel Grove Capital, LLC | 13 | 13 | 1.25% | 1.75% | 2.14% | Q3 2015 | Q3 2018 | 13 |
CapWealth Advisors, LLC | 7 | 6 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2016 | 13 |
Leelyn Smith, LLC | 13 | 13 | 0.05% | 0.06% | 0.09% | Q4 2019 | Q4 2022 | 13 |
Redwood Investments, LLC | 13 | 13 | 0.08% | 0.09% | 0.14% | Q2 2013 | Q2 2016 | 13 |
CORNERSTONE ADVISORS INC | 8 | 5 | 0.05% | 0.15% | 0.24% | Q3 2015 | Q1 2019 | 13 |
Teza Capital Management LLC | 4 | 1 | 0.04% | 0.31% | 0.90% | Q1 2017 | Q3 2023 | 13 |
Argent Advisors, Inc. | 13 | 13 | 0.15% | 0.28% | 0.39% | Q4 2019 | Q4 2022 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.08% | 0.18% | 0.32% | Q2 2013 | Q2 2016 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.05% | 0.08% | 0.11% | Q3 2020 | Q3 2023 | 13 |
CHIRON CAPITAL MANAGEMENT, LLC | 13 | 13 | 0.39% | 0.91% | 1.55% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.02% | 0.09% | 0.21% | Q3 2020 | Q3 2023 | 13 |
Berkshire Bank | 13 | 13 | 0.09% | 0.13% | 0.22% | Q3 2020 | Q3 2023 | 13 |
First PREMIER Bank | 13 | 13 | 0.02% | 0.02% | 0.03% | Q4 2015 | Q4 2018 | 13 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 12 | 12 | 0.02% | 0.53% | 1.12% | Q4 2020 | Q3 2023 | 13 |
Aft, Forsyth & Sober, LLC | 12 | 1 | 0.10% | 0.43% | 0.54% | Q4 2019 | Q3 2023 | 13 |
TOBAM | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.03% | 0.07% | 0.15% | Q3 2020 | Q3 2023 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q2 2018 | 13 |
DFPG INVESTMENTS, LLC | 13 | 13 | 0.08% | 0.43% | 0.74% | Q3 2020 | Q3 2023 | 13 |
Fiduciary Group LLC | 13 | 13 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
WOODSTOCK CORP | 13 | 13 | 0.06% | 0.14% | 0.20% | Q4 2020 | Q4 2023 | 13 |
Grantham, Mayo, Van Otterloo & Co. LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2021 | 13 |
Halpern Financial, Inc. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Cedar Brook Financial Partners, LLC | 8 | 5 | 0.07% | 0.17% | 0.37% | Q4 2018 | Q1 2022 | 13 |
SII INVESTMENTS INC/WI | 13 | 13 | 0.02% | 0.03% | 0.10% | Q4 2014 | Q4 2017 | 13 |
FORTE CAPITAL LLC /ADV | 13 | 13 | 0.07% | 0.08% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Counsel Portfolio Services Inc. | 13 | 13 | 0.15% | 0.53% | 0.68% | Q2 2013 | Q2 2016 | 13 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 13 | 13 | 0.01% | 0.05% | 0.13% | Q3 2020 | Q3 2023 | 13 |
FORTEM FINANCIAL GROUP, LLC | 13 | 13 | 0.17% | 0.43% | 0.79% | Q3 2020 | Q3 2023 | 13 |
FOSTER DYKEMA CABOT & CO INC/MA | 10 | 3 | 0.00% | 1.50% | 2.67% | Q2 2020 | Q3 2023 | 13 |
Allen Capital Group, LLC | 10 | 3 | 0.06% | 0.08% | 0.09% | Q2 2020 | Q3 2023 | 13 |
ARMSTRONG HENRY H ASSOCIATES INC | 13 | 13 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Wealthquest Corp | 13 | 13 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 13 | 13 | 0.04% | 0.08% | 0.21% | Q3 2020 | Q3 2023 | 13 |
Magnus Financial Group LLC | 13 | 13 | 0.05% | 0.08% | 0.13% | Q3 2020 | Q3 2023 | 13 |
AGF Investments LLC | 6 | 3 | 0.00% | 0.02% | 0.08% | Q4 2017 | Q4 2021 | 13 |
JONES FINANCIAL COMPANIES LLLP | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 13 |
Freestone Capital Holdings, LLC | 5 | 1 | 0.00% | 0.05% | 0.15% | Q4 2018 | Q3 2023 | 13 |
A.R.T. Advisors, LLC | 7 | 2 | 0.04% | 0.17% | 0.55% | Q3 2013 | Q4 2019 | 13 |
Blueshift Asset Management, LLC | 4 | 1 | 0.02% | 0.55% | 1.42% | Q2 2019 | Q2 2023 | 13 |
OMERS ADMINISTRATION Corp | 5 | 1 | 0.01% | 1.01% | 2.27% | Q1 2014 | Q1 2022 | 13 |
MOODY LYNN & LIEBERSON, LLC | 13 | 13 | 0.04% | 0.42% | 0.98% | Q3 2020 | Q3 2023 | 13 |
Pacifica Partners Inc. | 13 | 13 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q4 2023 | 13 |
BAROMETER CAPITAL MANAGEMENT INC. | 5 | 1 | 0.01% | 0.56% | 1.61% | Q1 2016 | Q3 2023 | 13 |
Burt Wealth Advisors | 13 | 13 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q4 2020 | 13 |
Beacon Financial Advisory LLC | 13 | 13 | 0.14% | 0.17% | 0.21% | Q3 2020 | Q3 2023 | 13 |
Cordasco Financial Network | 13 | 13 | 0.20% | 0.40% | 0.58% | Q2 2019 | Q2 2022 | 13 |
Key FInancial Inc | 12 | 1 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 13 |
Financial Advocates Investment Management | 4 | 1 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 13 |
One Capital Management, LLC | 8 | 2 | 0.02% | 0.04% | 0.10% | Q1 2020 | Q3 2023 | 13 |
HUTNER CAPITAL MANAGEMENT INC | 13 | 13 | 0.28% | 0.32% | 0.40% | Q3 2020 | Q3 2023 | 13 |
HighMark Wealth Management LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Connecticut Wealth Management, LLC | 13 | 13 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Geneva Advisors, LLC | 11 | 2 | 0.14% | 0.76% | 1.48% | Q2 2013 | Q2 2017 | 13 |
HBK INVESTMENTS L P | 9 | 1 | 0.00% | 0.10% | 0.55% | Q2 2013 | Q4 2019 | 13 |
TPI Fund Managers Ltd | 13 | 13 | 1.36% | 2.06% | 2.63% | Q2 2019 | Q2 2022 | 13 |
WealthTrust-Arizona, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 13 |
Kesler, Norman & Wride, LLC | 12 | 12 | 0.22% | 0.32% | 0.47% | Q4 2020 | Q3 2023 | 12 |
DAVIS SELECTED ADVISERS | 12 | 12 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q1 2016 | 12 |
Windward Private Wealth Management Inc. | 12 | 12 | 0.14% | 0.20% | 0.27% | Q4 2020 | Q3 2023 | 12 |
GREAT VALLEY ADVISOR GROUP, INC. | 10 | 2 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2023 | 12 |
Dakota Wealth Management | 12 | 12 | 0.09% | 0.40% | 0.64% | Q1 2019 | Q4 2021 | 12 |
Ironwood Financial, llc | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 12 |
Dynamic Capital Management Ltd | 3 | 1 | 0.06% | 0.27% | 0.68% | Q2 2013 | Q1 2018 | 12 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 9 | 3 | 0.01% | 0.14% | 0.40% | Q1 2015 | Q3 2018 | 12 |
Regent Investment Management LLC | 11 | 1 | 0.07% | 0.08% | 0.09% | Q2 2017 | Q2 2020 | 12 |
GPS Wealth Strategies Group, LLC | 9 | 3 | 0.23% | 0.30% | 0.38% | Q3 2020 | Q3 2023 | 12 |
Certified Advisory Corp | 11 | 1 | 0.00% | 0.03% | 0.05% | Q4 2017 | Q1 2021 | 12 |
Capula Management Ltd | 2 | 1 | 0.01% | 0.08% | 0.29% | Q2 2020 | Q1 2023 | 12 |
Farmers & Merchants Trust Co of Long Beach | 8 | 4 | 0.06% | 0.07% | 0.10% | Q3 2020 | Q3 2023 | 12 |
Integrated Advisors Network LLC | 9 | 3 | 0.03% | 0.07% | 0.14% | Q2 2020 | Q3 2023 | 12 |
Balentine LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2020 | 12 |
11 Capital Partners LP | 12 | 12 | 2.79% | 6.86% | 12.77% | Q4 2020 | Q3 2023 | 12 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.05% | 0.12% | 0.31% | Q2 2013 | Q2 2021 | 12 |
Bellwether Advisors, LLC | 12 | 12 | 0.11% | 0.15% | 0.26% | Q4 2020 | Q3 2023 | 12 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Hudson Bay Capital Management LP | 5 | 3 | 0.01% | 0.04% | 0.07% | Q2 2016 | Q3 2023 | 12 |
Waratah Capital Advisors Ltd. | 4 | 1 | 0.01% | 0.40% | 2.02% | Q1 2016 | Q3 2023 | 12 |
Bluegrass Capital Partners LP | 12 | 12 | 6.04% | 8.77% | 10.93% | Q4 2020 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.03% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Aptus Capital Advisors, LLC | 12 | 12 | 0.06% | 0.13% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Apex Capital Management | 12 | 12 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2016 | 12 |
Front Row Advisors LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q4 2022 | 12 |
Capstone Triton Financial Group, LLC | 12 | 12 | 0.25% | 0.61% | 1.70% | Q4 2020 | Q3 2023 | 12 |
CAMDEN NATIONAL BANK | 12 | 12 | 0.05% | 0.06% | 0.07% | Q3 2019 | Q2 2022 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.10% | 0.11% | 0.12% | Q4 2018 | Q3 2021 | 12 |
Cannell & Co. | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Tamar Securities, LLC | 11 | 1 | 1.69% | 2.01% | 2.34% | Q2 2020 | Q3 2023 | 12 |
ZEKE CAPITAL ADVISORS, LLC | 8 | 4 | 0.02% | 0.06% | 0.12% | Q4 2016 | Q4 2022 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.02% | 0.14% | 0.28% | Q4 2016 | Q3 2019 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.02% | 0.14% | 0.28% | Q4 2016 | Q3 2019 | 12 |
Vest Financial, LLC | 12 | 12 | 1.18% | 1.44% | 1.70% | Q4 2020 | Q3 2023 | 12 |
Valley Brook Capital Group, Inc. | 12 | 12 | 0.26% | 0.31% | 0.40% | Q4 2020 | Q3 2023 | 12 |
NewEdge Wealth, LLC | 12 | 12 | 0.08% | 0.22% | 0.46% | Q4 2020 | Q3 2023 | 12 |
Newbridge Financial Services Group, Inc. | 12 | 12 | 0.00% | 0.02% | 0.07% | Q4 2020 | Q3 2023 | 12 |
AIA Group Ltd | 12 | 12 | 0.03% | 0.07% | 0.17% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Winch Advisory Services, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Inspire Advisors, LLC | 12 | 12 | 0.06% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 12 |
First Pacific Financial | 12 | 12 | 0.33% | 0.41% | 0.52% | Q4 2020 | Q3 2023 | 12 |
Tacita Capital Inc | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.20% | 0.26% | 0.34% | Q4 2020 | Q3 2023 | 12 |
Capital Directions Investment Advisors, LLC | 6 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q4 2022 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.05% | 0.12% | Q2 2018 | Q1 2021 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.12% | 0.17% | 0.23% | Q4 2020 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.03% | 0.08% | 0.19% | Q2 2013 | Q1 2016 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.02% | 0.09% | 0.19% | Q4 2016 | Q3 2019 | 12 |
SHEETS SMITH WEALTH MANAGEMENT | 3 | 1 | 0.18% | 0.26% | 0.36% | Q1 2013 | Q4 2019 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.05% | 0.07% | 0.08% | Q2 2013 | Q1 2016 | 12 |
Mosaic Advisors LLC | 12 | 12 | 1.38% | 1.83% | 2.59% | Q4 2020 | Q3 2023 | 12 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.02% | 0.10% | 0.21% | Q4 2016 | Q3 2019 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 12 |
Value Partners Investments Inc. | 12 | 12 | 0.04% | 0.15% | 0.42% | Q4 2020 | Q3 2023 | 12 |
Curran Financial Partners, LLC | 12 | 12 | 0.49% | 1.16% | 1.66% | Q4 2020 | Q3 2023 | 12 |
AdvisorShares Investments LLC | 12 | 12 | 0.04% | 0.25% | 0.59% | Q4 2019 | Q3 2022 | 12 |
TriaGen Wealth Management LLC | 12 | 12 | 0.33% | 0.66% | 1.90% | Q4 2020 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.01% | 0.04% | 0.07% | Q4 2018 | Q3 2021 | 12 |
Wealth Management Partners, LLC | 12 | 12 | 0.30% | 0.37% | 0.56% | Q4 2020 | Q3 2023 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.04% | 0.10% | 0.12% | Q2 2013 | Q1 2016 | 12 |
FIDUCIARY TRUST INTERNATIONAL LLC | 7 | 1 | 0.05% | 0.10% | 0.16% | Q2 2013 | Q4 2018 | 12 |
Intellectus Partners, LLC | 10 | 2 | 0.07% | 0.15% | 0.25% | Q4 2016 | Q4 2019 | 12 |
Personal Capital Advisors Corp | 12 | 12 | 0.30% | 0.36% | 0.45% | Q1 2020 | Q4 2022 | 12 |
Autus Asset Management, LLC | 12 | 12 | 0.79% | 1.04% | 1.19% | Q1 2020 | Q4 2022 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.03% | 0.06% | 0.09% | Q4 2018 | Q3 2021 | 12 |
MCDONALD PARTNERS LLC | 12 | 12 | 0.00% | 0.68% | 0.91% | Q4 2020 | Q3 2023 | 12 |
Ohio National Investments, Inc. | 12 | 12 | 0.08% | 0.08% | 0.09% | Q2 2013 | Q1 2016 | 12 |
Schwab Charitable Fund | 12 | 12 | 0.02% | 0.36% | 1.12% | Q2 2019 | Q1 2022 | 12 |
GIOVINE CAPITAL GROUP LLC | 11 | 11 | 0.72% | 1.94% | 3.19% | Q2 2013 | Q4 2015 | 11 |
CABOT WEALTH MANAGEMENT INC | 11 | 11 | 0.31% | 0.37% | 0.48% | Q1 2021 | Q3 2023 | 11 |
BOSTON ADVISORS LLC | 7 | 4 | 0.01% | 0.11% | 0.52% | Q2 2013 | Q1 2017 | 11 |
JARISLOWSKY, FRASER Ltd | 11 | 11 | 0.41% | 0.60% | 0.70% | Q1 2021 | Q3 2023 | 11 |
CLINTON GROUP INC | 5 | 1 | 0.07% | 0.50% | 1.24% | Q4 2014 | Q3 2018 | 11 |
TEALWOOD ASSET MANAGEMENT INC | 10 | 1 | 0.55% | 0.62% | 0.74% | Q1 2021 | Q4 2023 | 11 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3 | 1 | 0.00% | 0.05% | 0.16% | Q1 2017 | Q2 2022 | 11 |
REGENTATLANTIC CAPITAL LLC | 10 | 1 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q3 2022 | 11 |
LUMINUS MANAGEMENT LLC | 3 | 1 | 0.06% | 0.42% | 1.20% | Q3 2013 | Q2 2023 | 11 |
Hodges Capital Management Inc. | 10 | 1 | 0.03% | 0.10% | 0.28% | Q3 2019 | Q2 2022 | 11 |
Geller Advisors LLC | 10 | 1 | 0.04% | 0.07% | 0.12% | Q3 2019 | Q3 2023 | 11 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 8 | 1 | 0.05% | 0.07% | 0.09% | Q3 2019 | Q3 2023 | 11 |
Hanson & Doremus Investment Management | 7 | 4 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2021 | 11 |
COMERICA SECURITIES INC | 11 | 11 | 0.16% | 0.19% | 0.22% | Q2 2016 | Q4 2018 | 11 |
Dana Investment Advisors, Inc. | 6 | 5 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 11 |
HS Management Partners, LLC | 6 | 5 | 1.91% | 2.67% | 3.40% | Q2 2018 | Q2 2021 | 11 |
Calamos Wealth Management LLC | 8 | 3 | 0.03% | 0.05% | 0.12% | Q2 2018 | Q3 2023 | 11 |
YHB Investment Advisors, Inc. | 11 | 11 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Van Cleef Asset Management,Inc | 9 | 1 | 0.06% | 0.08% | 0.15% | Q1 2018 | Q4 2021 | 11 |
Stillwater Capital Advisors, LLC | 10 | 1 | 0.09% | 0.20% | 0.31% | Q4 2019 | Q3 2023 | 11 |
Angeles Investment Advisors, LLC | 11 | 11 | 0.20% | 0.33% | 0.56% | Q2 2019 | Q4 2021 | 11 |
Magellan Asset Management Ltd | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 11 |
Krane Funds Advisors LLC | 7 | 4 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q1 2022 | 11 |
Incline Global Management LLC | 7 | 7 | 0.79% | 2.73% | 4.29% | Q1 2017 | Q3 2018 | 11 |
Covey Capital Advisors, LLC | 11 | 11 | 0.26% | 0.38% | 0.47% | Q1 2021 | Q3 2023 | 11 |
FLOSSBACH VON STORCH AG | 11 | 11 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Eos Focused Equity Management, L.P. | 11 | 11 | 0.32% | 1.45% | 3.34% | Q1 2020 | Q3 2022 | 11 |
Blue Edge Capital, LLC | 11 | 11 | 0.54% | 0.57% | 0.62% | Q1 2016 | Q3 2018 | 11 |
Van Hulzen Asset Management, LLC | 6 | 1 | 0.04% | 0.05% | 0.06% | Q3 2018 | Q3 2021 | 11 |
Bruderman Asset Management, LLC | 5 | 1 | 0.00% | 0.04% | 0.09% | Q4 2015 | Q1 2019 | 11 |
ETF MANAGERS GROUP, LLC | 8 | 1 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q2 2021 | 11 |
Capital Investment Advisory Services, LLC | 8 | 1 | 0.02% | 0.08% | 0.12% | Q2 2019 | Q3 2023 | 11 |
Ilmarinen Mutual Pension Insurance Co | 11 | 11 | 0.05% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Csenge Advisory Group | 8 | 1 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q3 2023 | 11 |
Diametric Capital, LP | 5 | 1 | 0.14% | 0.77% | 1.86% | Q3 2018 | Q4 2022 | 11 |
Larson Financial Group LLC | 6 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 11 |
Prime Capital Investment Advisors, LLC | 5 | 2 | 0.02% | 0.10% | 0.18% | Q4 2017 | Q3 2023 | 11 |
Atom Investors LP | 3 | 1 | 0.02% | 0.44% | 1.22% | Q4 2018 | Q3 2023 | 11 |
Machina Capital S.A.S. | 5 | 1 | 0.04% | 0.66% | 1.49% | Q4 2018 | Q3 2023 | 11 |
Impax Asset Management Group plc | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Vectors Research Management, LLC | 7 | 4 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2022 | 11 |
Main Street Financial Solutions, LLC | 6 | 5 | 0.05% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 11 |
Wilkinson Global Asset Management LLC | 11 | 11 | 2.83% | 3.12% | 3.47% | Q1 2021 | Q3 2023 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.09% | 0.14% | 0.18% | Q4 2020 | Q3 2023 | 11 |
Atlas Private Wealth Management, LLC | 9 | 2 | 0.20% | 0.34% | 0.84% | Q4 2019 | Q3 2023 | 11 |
Sound Financial Strategies Group, LLC | 9 | 2 | 0.30% | 0.67% | 1.78% | Q4 2019 | Q3 2023 | 11 |
Arkadios Wealth Advisors | 8 | 3 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 11 |
IAM Advisory, LLC | 9 | 2 | 0.74% | 0.97% | 1.23% | Q4 2020 | Q3 2023 | 11 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 7 | 4 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.12% | 0.19% | 0.29% | Q4 2020 | Q3 2023 | 11 |
Kensington Investment Counsel, LLC | 8 | 3 | 0.76% | 0.89% | 1.04% | Q4 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.16% | 0.29% | Q1 2021 | Q3 2023 | 11 |
Independent Wealth Network Inc. | 9 | 9 | 0.01% | 0.23% | 0.34% | Q3 2021 | Q3 2023 | 11 |
Point72 Middle East FZE | 4 | 4 | 0.00% | 0.05% | 0.20% | Q4 2022 | Q3 2023 | 11 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 9 | 2 | 0.71% | 1.37% | 1.91% | Q4 2019 | Q3 2023 | 11 |
WASHINGTON TRUST BANK | 6 | 2 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q1 2022 | 11 |
IBERIABANK CORP | 11 | 11 | 0.12% | 0.41% | 0.63% | Q2 2016 | Q4 2018 | 11 |
Ameritas Investment Company, LLC | 11 | 11 | 0.05% | 0.48% | 0.89% | Q1 2019 | Q3 2021 | 11 |
NatWest Group plc | 10 | 10 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2015 | 10 |
TRUSTCORE FINANCIAL SERVICES, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2022 | 10 |
Euclid Advisors LLC | 6 | 1 | 0.20% | 0.25% | 0.32% | Q2 2013 | Q2 2016 | 10 |
Corbenic Partners LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2022 | 10 |
SANDLER CAPITAL MANAGEMENT | 4 | 1 | 0.34% | 0.72% | 1.08% | Q2 2013 | Q1 2021 | 10 |
IndexIQ Advisors LLC | 10 | 10 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q1 2022 | 10 |
YORKVILLE CAPITAL MANAGEMENT, LLC | 4 | 3 | 0.15% | 0.23% | 0.33% | Q4 2014 | Q3 2017 | 10 |
Bayesian Capital Management, LP | 2 | 1 | 0.12% | 0.34% | 0.69% | Q4 2015 | Q3 2023 | 10 |
Inspire Investing, LLC | 10 | 10 | 0.19% | 0.25% | 0.31% | Q4 2017 | Q1 2020 | 10 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.03% | 0.07% | Q4 2017 | Q3 2020 | 10 |
U S GLOBAL INVESTORS INC | 6 | 4 | 0.02% | 0.42% | 1.59% | Q4 2015 | Q4 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.03% | 0.06% | 0.09% | Q1 2021 | Q3 2023 | 10 |
VALLEY WEALTH MANAGERS, INC. | 10 | 10 | 0.02% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
HRT FINANCIAL LP | 2 | 1 | 0.01% | 0.15% | 0.50% | Q4 2017 | Q2 2023 | 10 |
Elo Mutual Pension Insurance Co | 10 | 10 | 0.13% | 0.15% | 0.18% | Q2 2021 | Q3 2023 | 10 |
Sage Financial Management Group, Inc. | 6 | 1 | 0.72% | 0.87% | 1.15% | Q4 2020 | Q3 2023 | 10 |
Summit Financial, LLC | 10 | 10 | 0.02% | 0.07% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Nelson Capital Management, LLC | 7 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2019 | 10 |
Westchester Capital Management, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
HARVEST MANAGEMENT LLC | 8 | 2 | 0.16% | 0.42% | 0.82% | Q1 2016 | Q3 2018 | 10 |
Apollon Wealth Management, LLC | 9 | 1 | 0.01% | 0.06% | 0.12% | Q2 2020 | Q3 2023 | 10 |
HOMESTEAD ADVISERS CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Segment Wealth Management, LLC | 8 | 2 | 0.05% | 0.82% | 1.04% | Q3 2020 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.05% | 0.12% | 0.19% | Q2 2021 | Q3 2023 | 10 |
Hoese & Co LLP | 9 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2023 | 10 |
FCF Advisors LLC | 7 | 1 | 0.34% | 0.82% | 1.17% | Q4 2014 | Q4 2023 | 10 |
Western Wealth Management, LLC | 7 | 3 | 0.03% | 0.07% | 0.09% | Q4 2019 | Q2 2022 | 10 |
Archer Investment Corp | 9 | 1 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 10 |
USA FINANCIAL FORMULAS | 6 | 1 | 0.00% | 0.24% | 0.94% | Q4 2019 | Q3 2023 | 10 |
Baldwin Investment Management, LLC | 10 | 10 | 0.04% | 0.05% | 0.07% | Q3 2020 | Q4 2022 | 10 |
Allegis Investment Advisors, LLC | 10 | 10 | 0.41% | 0.53% | 0.68% | Q4 2015 | Q1 2018 | 10 |
HOHIMER WEALTH MANAGEMENT, LLC | 10 | 10 | 0.05% | 0.58% | 0.80% | Q4 2019 | Q1 2022 | 10 |
Bell Rock Capital LLC | 3 | 1 | 0.04% | 0.24% | 0.50% | Q4 2016 | Q3 2022 | 10 |
Jackson Wealth Management, LLC | 7 | 1 | 0.13% | 2.26% | 5.01% | Q2 2018 | Q4 2021 | 10 |
SEVEN EIGHT CAPITAL, LP | 3 | 1 | 0.01% | 0.35% | 0.98% | Q1 2014 | Q3 2023 | 10 |
Lloyd Advisory Services, LLC. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2022 | 10 |
PRUDENTIAL PLC | 7 | 1 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q3 2023 | 10 |
TRH Financial, LLC | 9 | 1 | 0.10% | 0.33% | 0.61% | Q4 2019 | Q2 2022 | 10 |
MOSELEY INVESTMENT MANAGEMENT INC | 10 | 10 | 0.26% | 0.36% | 0.46% | Q2 2021 | Q3 2023 | 10 |
Procyon Advisors, LLC | 7 | 3 | 0.01% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 10 |
Sugarloaf Wealth Management, LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Yorktown Management & Research Co Inc | 10 | 10 | 0.10% | 0.17% | 0.32% | Q2 2018 | Q3 2020 | 10 |
CADENCE CAPITAL MANAGEMENT LLC | 10 | 10 | 0.02% | 0.02% | 0.05% | Q3 2017 | Q4 2019 | 10 |
Quantamental Technologies LLC | 5 | 1 | 0.05% | 0.45% | 0.99% | Q2 2019 | Q3 2023 | 10 |
Ardevora Asset Management LLP | 10 | 10 | 0.75% | 0.84% | 0.90% | Q4 2015 | Q1 2018 | 10 |
Miracle Mile Advisors, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
JAMES INVESTMENT RESEARCH INC | 9 | 1 | 0.00% | 0.05% | 0.18% | Q4 2018 | Q1 2023 | 10 |
Janney Capital Management LLC | 8 | 2 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q1 2023 | 10 |
Nuveen Fund Advisors, LLC | 10 | 10 | 0.29% | 0.48% | 0.71% | Q2 2016 | Q3 2018 | 10 |
OPSEU Pension Plan Trust Fund | 10 | 10 | 0.10% | 0.13% | 0.19% | Q2 2020 | Q3 2022 | 10 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.02% | 0.16% | 0.35% | Q2 2013 | Q2 2023 | 10 |
IRIDIAN ASSET MANAGEMENT LLC/CT | 10 | 10 | 1.24% | 1.74% | 2.12% | Q3 2018 | Q4 2020 | 10 |
J. Goldman & Co LP | 4 | 1 | 0.03% | 0.56% | 1.04% | Q3 2013 | Q3 2023 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.04% | 0.13% | 0.20% | Q1 2021 | Q2 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.03% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Third Point | 9 | 1 | 1.10% | 1.97% | 2.72% | Q2 2016 | Q1 2020 | 10 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.16% | 0.47% | 0.73% | Q1 2020 | Q2 2022 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Pensionmark Financial Group, LLC | 10 | 10 | 0.08% | 0.11% | 0.13% | Q2 2021 | Q3 2023 | 10 |
HMS Capital Management, LLC | 10 | 10 | 0.16% | 0.23% | 0.42% | Q2 2020 | Q3 2022 | 10 |
Stone Ridge Asset Management LLC | 8 | 2 | 0.02% | 0.14% | 0.71% | Q4 2014 | Q3 2019 | 10 |
Hefty Wealth Partners | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2018 | 10 |
Concord Wealth Partners | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 7 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 10 |
Menard Financial Group LLC | 10 | 10 | 0.22% | 0.40% | 0.71% | Q1 2021 | Q2 2023 | 10 |
MONETA GROUP INVESTMENT ADVISORS LLC | 5 | 1 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q3 2023 | 10 |
Nicholas Investment Partners, LP | 8 | 2 | 0.20% | 0.31% | 0.40% | Q1 2014 | Q3 2016 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Connor, Clark & Lunn Investment Management Ltd. | 5 | 1 | 0.00% | 0.03% | 0.09% | Q3 2016 | Q1 2023 | 10 |
V Wealth Advisors LLC | 8 | 1 | 0.01% | 0.25% | 0.33% | Q2 2017 | Q4 2022 | 9 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 5 | 4 | 0.00% | 0.03% | 0.07% | Q3 2017 | Q1 2020 | 9 |
RPg Family Wealth Advisory, LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2022 | 9 |
Bredin Investment LLC | 9 | 9 | 0.84% | 1.03% | 1.28% | Q4 2017 | Q4 2019 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.13% | 0.18% | 0.23% | Q2 2013 | Q2 2015 | 9 |
Agate Pass Investment Management, LLC | 9 | 9 | 0.14% | 0.18% | 0.29% | Q4 2021 | Q4 2023 | 9 |
NICOLA WEALTH MANAGEMENT LTD. | 9 | 9 | 0.40% | 0.64% | 0.86% | Q1 2018 | Q1 2020 | 9 |
L & S Advisors Inc | 8 | 1 | 0.20% | 0.50% | 1.81% | Q1 2016 | Q4 2020 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 0.02% | 0.05% | 0.07% | Q4 2019 | Q3 2023 | 9 |
PHH Investments, Ltd. | 9 | 9 | 0.37% | 0.41% | 0.46% | Q4 2016 | Q4 2018 | 9 |
Marks Group Wealth Management, Inc | 9 | 9 | 0.38% | 0.81% | 0.97% | Q4 2019 | Q4 2021 | 9 |
Avestar Capital, LLC | 7 | 2 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 9 |
Lineweaver Wealth Advisors, LLC | 9 | 9 | 0.10% | 0.11% | 0.12% | Q3 2020 | Q3 2022 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q2 2023 | 9 |
COOKSON PEIRCE & CO INC | 5 | 1 | 0.01% | 1.31% | 3.06% | Q2 2013 | Q4 2021 | 9 |
AXS Investments LLC | 5 | 2 | 0.03% | 0.09% | 0.16% | Q1 2021 | Q3 2023 | 9 |
ZACKS INVESTMENT MANAGEMENT | 3 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 9 |
Summit X, LLC | 9 | 9 | 0.06% | 0.17% | 0.24% | Q4 2020 | Q4 2022 | 9 |
Siemens Fonds Invest GmbH | 9 | 9 | 0.06% | 0.08% | 0.12% | Q3 2021 | Q3 2023 | 9 |
Cutter & CO Brokerage, Inc. | 9 | 9 | 0.10% | 0.11% | 0.12% | Q4 2015 | Q4 2017 | 9 |
J.W. COLE ADVISORS, INC. | 4 | 1 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q2 2023 | 9 |
300 NORTH CAPITAL, LLC | 9 | 9 | 0.54% | 0.78% | 1.42% | Q2 2013 | Q2 2015 | 9 |
TSFG, LLC | 8 | 1 | 0.00% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 9 |
ELLINGTON MANAGEMENT GROUP LLC | 3 | 1 | 0.07% | 0.13% | 0.22% | Q3 2014 | Q1 2020 | 9 |
Boit C F David | 5 | 4 | 0.14% | 0.17% | 0.21% | Q2 2021 | Q3 2023 | 9 |
Hennion & Walsh Asset Management, Inc. | 9 | 9 | 0.05% | 0.16% | 0.26% | Q1 2021 | Q1 2023 | 9 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.00% | 0.12% | 0.44% | Q1 2014 | Q3 2023 | 9 |
Index Management Solutions, LLC | 9 | 9 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2015 | 9 |
Journey Advisory Group, LLC | 9 | 9 | 0.23% | 0.46% | 0.61% | Q4 2020 | Q4 2022 | 9 |
Intersect Capital LLC | 9 | 9 | 0.05% | 0.06% | 0.08% | Q2 2020 | Q2 2022 | 9 |
TIVERTON ASSET MANAGEMENT LLC | 9 | 9 | 0.02% | 0.11% | 0.20% | Q3 2017 | Q3 2019 | 9 |
Legacy Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 9 |
Trust Investment Advisors | 9 | 9 | 0.24% | 0.30% | 0.37% | Q2 2017 | Q2 2019 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 9 |
Solstein Capital, LLC | 5 | 2 | 0.00% | 0.05% | 0.40% | Q4 2019 | Q3 2023 | 9 |
Y-Intercept (Hong Kong) Ltd | 6 | 3 | 0.07% | 0.23% | 0.70% | Q4 2020 | Q2 2023 | 9 |
AJO, LP | 7 | 2 | 0.00% | 0.03% | 0.14% | Q1 2015 | Q4 2020 | 9 |
Pinion Investment Advisors, LLC | 9 | 9 | 0.22% | 0.40% | 0.56% | Q4 2020 | Q4 2022 | 9 |
PrairieView Partners, LLC | 6 | 3 | 0.00% | 0.04% | 0.10% | Q1 2021 | Q3 2023 | 9 |
REYNOLDS CAPITAL MANAGEMENT LLC | 9 | 9 | 0.20% | 0.39% | 0.83% | Q2 2013 | Q2 2015 | 9 |
Evolution Wealth Advisors, LLC | 6 | 3 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2021 | 9 |
Visium Asset Management, LP | 9 | 9 | 0.01% | 0.10% | 0.18% | Q4 2013 | Q4 2015 | 9 |
First Eagle Investment Management, LLC | 9 | 9 | 0.01% | 0.05% | 0.07% | Q1 2019 | Q1 2021 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q4 2016 | 9 |
STONNINGTON GROUP, LLC | 9 | 9 | 0.56% | 0.84% | 1.26% | Q1 2021 | Q1 2023 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 0.14% | 0.21% | 0.29% | Q3 2021 | Q3 2023 | 9 |
MRJ CAPITAL INC | 9 | 9 | 1.94% | 2.43% | 2.67% | Q2 2013 | Q2 2015 | 9 |
Investors Research Corp | 6 | 3 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 9 |
ALLEGHANY CORP /DE | 9 | 9 | 3.16% | 3.70% | 4.11% | Q3 2020 | Q3 2022 | 9 |
BTG Pactual Global Asset Management Ltd | 7 | 2 | 0.05% | 1.92% | 3.30% | Q1 2015 | Q4 2017 | 9 |
TRUEWEALTH LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2019 | 9 |
Private Ocean, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2023 | 9 |
Gideon Capital Advisors, Inc. | 2 | 1 | 0.14% | 0.44% | 0.84% | Q1 2014 | Q2 2019 | 9 |
Beacon Capital Management, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 9 |
THREADGILL FINANCIAL, LLC | 9 | 9 | 2.03% | 4.06% | 5.38% | Q3 2021 | Q3 2023 | 9 |
JS Capital Management LLC | 4 | 1 | 0.14% | 2.75% | 5.48% | Q2 2017 | Q2 2023 | 9 |
Pinnacle Summer Investments, Inc. | 8 | 1 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2015 | 9 |
CHATHAM CAPITAL GROUP, INC. | 9 | 9 | 0.18% | 0.33% | 0.65% | Q3 2021 | Q3 2023 | 9 |
Manitou Investment Management Ltd. | 9 | 9 | 2.34% | 2.94% | 3.76% | Q3 2021 | Q3 2023 | 9 |
Robbins Farley | 5 | 1 | 1.52% | 2.07% | 3.04% | Q4 2020 | Q3 2023 | 9 |
Railway Pension Investments Ltd | 5 | 2 | 0.01% | 0.04% | 0.10% | Q4 2018 | Q4 2021 | 9 |
Strong Tower Advisory Services | 9 | 9 | 0.56% | 0.63% | 0.72% | Q3 2021 | Q3 2023 | 9 |
Matarin Capital Management, LLC | 5 | 2 | 0.08% | 0.26% | 0.35% | Q2 2013 | Q2 2018 | 9 |
MUFG Securities EMEA plc | 6 | 1 | 0.01% | 0.12% | 0.33% | Q4 2017 | Q1 2021 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.00% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 9 |
Grove Bank & Trust | 5 | 4 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 9 |
EverPoint Asset Management, LLC | 9 | 9 | 0.07% | 0.30% | 0.60% | Q4 2014 | Q4 2016 | 9 |
Highland Private Wealth Management | 9 | 9 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q3 2022 | 9 |
1ST SOURCE BANK | 8 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q4 2019 | 9 |
Laurel Wealth Planning LLC | 9 | 9 | 0.05% | 0.09% | 0.15% | Q4 2020 | Q4 2022 | 9 |
Alpha Omega Wealth Management LLC | 9 | 9 | 0.01% | 0.29% | 0.39% | Q2 2019 | Q2 2021 | 9 |
Brown Advisory Securities, LLC | 9 | 9 | 0.08% | 0.21% | 0.61% | Q1 2020 | Q1 2022 | 9 |
ORSER CAPITAL MANAGEMENT, LLC | 9 | 9 | 0.19% | 0.37% | 0.84% | Q4 2020 | Q4 2022 | 9 |
CHARTWELL INVESTMENT PARTNERS, LLC | 5 | 4 | 0.03% | 0.14% | 0.36% | Q3 2017 | Q3 2023 | 9 |
Stelac Advisory Services LLC | 9 | 9 | 0.05% | 0.15% | 0.34% | Q2 2020 | Q2 2022 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.01% | 0.03% | 0.08% | Q3 2021 | Q3 2023 | 9 |
CASTLEARK MANAGEMENT LLC | 6 | 3 | 0.65% | 1.44% | 1.90% | Q2 2013 | Q3 2016 | 9 |
Fort Point Capital Partners LLC | 9 | 9 | 0.11% | 0.12% | 0.15% | Q3 2021 | Q3 2023 | 9 |
Davidson Capital Management Inc. | 9 | 9 | 0.53% | 0.65% | 0.89% | Q4 2019 | Q4 2021 | 9 |
Paradigm Financial Partners, LLC | 9 | 9 | 0.24% | 0.50% | 0.75% | Q4 2020 | Q4 2022 | 9 |
Sandbar Asset Management LLP | 3 | 2 | 0.63% | 2.51% | 5.26% | Q1 2020 | Q3 2023 | 9 |
Bank Julius Baer & Co. Ltd, Zurich | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2022 | 9 |
MAZAMA CAPITAL MANAGEMENT INC | 9 | 9 | 0.01% | 0.16% | 0.42% | Q2 2013 | Q2 2015 | 9 |
Badgley Phelps Wealth Managers, LLC | 9 | 9 | 0.40% | 0.45% | 0.56% | Q3 2021 | Q3 2023 | 9 |
Palo Capital, Inc. | 9 | 9 | 0.13% | 1.24% | 1.60% | Q2 2016 | Q2 2018 | 9 |
Hudock, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2017 | 9 |
JANICZEK WEALTH MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Harel Insurance Investments & Financial Services Ltd. | 5 | 3 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q4 2021 | 8 |
Bryn Mawr Capital Management, LLC | 8 | 8 | 0.08% | 0.20% | 0.46% | Q4 2021 | Q3 2023 | 8 |
JBJ Investment Partners, LLC | 8 | 8 | 0.12% | 0.18% | 0.24% | Q1 2019 | Q4 2020 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.26% | 0.59% | Q4 2021 | Q3 2023 | 8 |
Retirement Group, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 8 |
Mechanics Financial Corp | 8 | 8 | 0.11% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Gyon Technologies Capital Management, LP | 4 | 4 | 0.05% | 0.36% | 1.01% | Q3 2020 | Q4 2022 | 8 |
HighTower Trust Company, N.A. | 8 | 8 | 0.32% | 0.41% | 0.52% | Q2 2021 | Q1 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Holocene Advisors, LP | 5 | 1 | 0.01% | 0.79% | 1.60% | Q3 2018 | Q3 2023 | 8 |
CEDAR CAPITAL, LLC | 7 | 1 | 0.08% | 0.13% | 0.18% | Q3 2018 | Q3 2020 | 8 |
Numeric Investors LLC | 3 | 1 | 0.01% | 0.05% | 0.16% | Q3 2013 | Q2 2017 | 8 |
ALERUS FINANCIAL NA | 7 | 1 | 0.11% | 0.16% | 0.24% | Q2 2020 | Q2 2022 | 8 |
Summit Financial Strategies, Inc. | 8 | 8 | 0.36% | 0.43% | 0.57% | Q2 2021 | Q1 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.05% | 0.11% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Financial Enhancement Group LLC | 7 | 1 | 0.01% | 0.31% | 2.33% | Q3 2016 | Q3 2019 | 8 |
MONARCH CAPITAL MANAGEMENT INC/ | 8 | 8 | 0.06% | 0.11% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 0.33% | 0.36% | 0.41% | Q4 2021 | Q3 2023 | 8 |
Virtus Fund Advisers, LLC | 5 | 3 | 0.00% | 0.27% | 0.53% | Q2 2014 | Q1 2017 | 8 |
Joel Isaacson & Co., LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2016 | 8 |
Parametrica Management Ltd | 2 | 1 | 0.24% | 0.76% | 2.20% | Q3 2015 | Q4 2020 | 8 |
Riverview Capital Advisers, LLC | 8 | 8 | 0.22% | 0.28% | 0.35% | Q4 2021 | Q3 2023 | 8 |
KENFARB & CO. | 8 | 8 | 0.84% | 1.50% | 2.62% | Q4 2021 | Q3 2023 | 8 |
INVESTMENT CENTERS OF AMERICA INC | 7 | 1 | 0.02% | 0.03% | 0.07% | Q3 2015 | Q3 2017 | 8 |
Belpointe Asset Management LLC | 7 | 1 | 0.01% | 0.03% | 0.09% | Q3 2017 | Q1 2023 | 8 |
Holloway Wealth Management, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2022 | 8 |
MainStreet Investment Advisors LLC | 3 | 1 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.06% | 0.47% | 1.12% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.05% | 0.08% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Stiles Financial Services Inc | 8 | 8 | 0.32% | 0.42% | 0.51% | Q4 2021 | Q3 2023 | 8 |
Airain ltd | 5 | 1 | 0.02% | 0.27% | 0.73% | Q2 2013 | Q2 2017 | 8 |
Ruggie Capital Group | 6 | 1 | 0.00% | 0.02% | 0.03% | Q1 2017 | Q2 2019 | 8 |
CLEAR STREET MARKETS LLC | 7 | 1 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q2 2023 | 8 |
Carlson Capital Management | 7 | 1 | 0.05% | 0.13% | 0.43% | Q1 2021 | Q3 2023 | 8 |
North Fourth Asset Management, LP | 2 | 1 | 0.19% | 1.57% | 5.38% | Q2 2018 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 8 |
DB Fitzpatrick & Co, Inc | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
FORA Capital, LLC | 3 | 1 | 0.05% | 0.40% | 0.78% | Q4 2019 | Q2 2022 | 8 |
Arden Trust Co | 7 | 1 | 0.02% | 0.06% | 0.10% | Q1 2020 | Q4 2023 | 8 |
Cribstone Capital Management, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q2 2019 | 8 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 8 |
Arlington Partners LLC | 8 | 8 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q1 2015 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.12% | 0.22% | 0.27% | Q4 2021 | Q3 2023 | 8 |
RWC Asset Management LLP | 5 | 1 | 0.27% | 0.74% | 1.45% | Q2 2013 | Q4 2018 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Patten Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.06% | 0.12% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Vise Technologies, Inc. | 8 | 8 | 0.24% | 0.64% | 2.05% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
NWK Group, Inc. | 8 | 8 | 0.37% | 0.43% | 0.56% | Q2 2020 | Q1 2022 | 8 |
Freemont Management S.A. | 8 | 8 | 0.96% | 1.65% | 3.71% | Q4 2020 | Q3 2022 | 8 |
ARBOR CAPITAL MANAGEMENT INC /ADV | 8 | 8 | 0.70% | 0.90% | 1.46% | Q4 2021 | Q3 2023 | 8 |
Amtrust Financial Services, Inc. | 8 | 8 | 0.27% | 1.32% | 2.20% | Q4 2016 | Q3 2018 | 8 |
Azimuth Capital Management LLC | 7 | 1 | 0.01% | 0.27% | 0.78% | Q3 2018 | Q1 2022 | 8 |
Stevens First Principles Investment Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2017 | 8 |
CAPITAL ONE, NATIONAL ASSOCIATION | 7 | 1 | 0.02% | 0.04% | 0.05% | Q2 2016 | Q2 2018 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.17% | 0.19% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Iyo Bank, Ltd. | 8 | 8 | 0.89% | 1.35% | 1.72% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.13% | 0.23% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Litman Gregory Wealth Management LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2021 | 8 |
American Trust | 8 | 8 | 0.12% | 0.15% | 0.21% | Q4 2021 | Q3 2023 | 8 |
UBS OCONNOR LLC | 3 | 1 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2022 | 8 |
Trail Ridge Investment Advisors, LLC | 8 | 8 | 0.18% | 0.71% | 1.14% | Q4 2021 | Q3 2023 | 8 |
Beaumont Financial Partners, LLC | 7 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q4 2021 | 8 |
Lombard Odier Asset Management (USA) Corp | 4 | 1 | 0.15% | 0.84% | 1.48% | Q2 2013 | Q1 2020 | 8 |
WEDBUSH SECURITIES INC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 8 |
Tower View Wealth Management LLC | 8 | 8 | 0.81% | 1.45% | 1.91% | Q2 2020 | Q1 2022 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Assured Investment Management LLC | 7 | 1 | 0.00% | 0.03% | 0.17% | Q3 2015 | Q4 2018 | 8 |
180 WEALTH ADVISORS, LLC | 8 | 8 | 0.09% | 0.18% | 0.30% | Q1 2018 | Q4 2019 | 8 |
IMS Capital Management | 8 | 8 | 0.16% | 0.19% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.24% | 0.26% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Brandywine Global Investment Management, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 8 |
PARAGON FINANCIAL PARTNERS, INC. | 8 | 8 | 0.26% | 0.30% | 0.35% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q2 2023 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2021 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
TWINBEECH CAPITAL LP | 3 | 1 | 0.04% | 0.72% | 1.43% | Q4 2019 | Q3 2023 | 8 |
WealthShield Partners, LLC | 6 | 2 | 0.01% | 0.11% | 0.20% | Q3 2018 | Q2 2021 | 8 |
Quent Capital, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.10% | 0.11% | 0.13% | Q2 2013 | Q1 2015 | 8 |
Catalyst Capital Advisors LLC | 4 | 1 | 0.01% | 0.26% | 0.74% | Q4 2014 | Q1 2021 | 8 |
CUE ADVISORY SERVICES, INC. | 8 | 8 | 0.46% | 0.71% | 0.86% | Q4 2016 | Q3 2018 | 8 |
Leucadia National | 4 | 4 | 0.01% | 0.02% | 0.08% | Q4 2022 | Q3 2023 | 8 |
Leverty Financial Group, LLC | 8 | 8 | 0.25% | 0.28% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Bancreek Capital Management, LP | 8 | 8 | 3.17% | 4.44% | 5.71% | Q4 2021 | Q3 2023 | 8 |
Values First Advisors, Inc. | 8 | 8 | 0.17% | 0.20% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.09% | 0.19% | 0.42% | Q3 2015 | Q3 2023 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2020 | 8 |
TILIA FIDUCIARY PARTNERS, INC. | 8 | 8 | 0.88% | 1.20% | 1.56% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.02% | 0.04% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Connectus Wealth, LLC | 8 | 8 | 0.05% | 0.11% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Robertson Stephens Wealth Management, LLC | 8 | 8 | 0.19% | 0.27% | 0.39% | Q4 2021 | Q3 2023 | 8 |
SHEPHERD KAPLAN KROCHUK, LLC | 8 | 8 | 0.07% | 0.19% | 0.26% | Q4 2016 | Q3 2018 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.09% | 0.11% | 0.12% | Q4 2014 | Q3 2016 | 8 |
Paragon Private Wealth Management, LLC | 8 | 8 | 1.67% | 2.04% | 2.92% | Q4 2021 | Q3 2023 | 8 |
HANSEATIC MANAGEMENT SERVICES INC | 4 | 1 | 0.38% | 0.71% | 1.08% | Q2 2013 | Q2 2020 | 8 |
Hexavest Inc. | 6 | 2 | 0.00% | 0.06% | 0.27% | Q2 2019 | Q3 2021 | 8 |
ROOSEVELT INVESTMENT GROUP LLC | 8 | 8 | 0.60% | 1.37% | 1.88% | Q3 2014 | Q2 2016 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
BRIGHTON JONES LLC | 8 | 8 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Eton Park Capital Management, L.P. | 5 | 5 | 1.74% | 3.55% | 4.90% | Q3 2015 | Q3 2016 | 8 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2017 | 8 |
Bensler, LLC | 8 | 8 | 0.56% | 0.67% | 0.90% | Q4 2021 | Q3 2023 | 8 |
TCW GROUP INC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q1 2015 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.13% | 0.19% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Pitti Group Wealth Management, LLC | 8 | 8 | 0.33% | 0.36% | 0.38% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2022 | 8 |
Cornerstone Advisors, LLC | 7 | 1 | 0.01% | 0.33% | 0.45% | Q4 2019 | Q3 2023 | 8 |
Astoria Portfolio Advisors LLC. | 8 | 8 | 0.17% | 0.28% | 0.42% | Q4 2021 | Q3 2023 | 8 |
TRANSCEND CAPITAL ADVISORS, LLC | 8 | 8 | 0.02% | 0.06% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Cornerstone Wealth Management, LLC | 6 | 1 | 0.02% | 0.09% | 0.12% | Q4 2016 | Q4 2021 | 8 |
OneAscent Wealth Management LLC | 5 | 1 | 0.33% | 0.42% | 0.52% | Q4 2020 | Q3 2023 | 8 |
FIRST NATIONAL BANK SIOUX FALLS | 8 | 8 | 0.56% | 0.82% | 1.39% | Q4 2021 | Q3 2023 | 8 |
Kistler-Tiffany Companies, LLC | 7 | 1 | 0.03% | 0.04% | 0.04% | Q4 2013 | Q1 2017 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.41% | 0.74% | 1.72% | Q4 2021 | Q3 2023 | 8 |
PICTON MAHONEY ASSET MANAGEMENT | 6 | 2 | 0.09% | 0.70% | 1.02% | Q1 2016 | Q1 2019 | 8 |
Eagle Bluffs Wealth Management LLC | 8 | 8 | 0.50% | 0.68% | 1.07% | Q4 2021 | Q3 2023 | 8 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q1 2021 | 7 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.33% | 1.08% | Q4 2013 | Q3 2018 | 7 |
SYMPHONY ASSET MANAGEMENT LLC | 5 | 2 | 0.03% | 0.04% | 0.05% | Q4 2014 | Q3 2016 | 7 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 4 | 4 | 0.15% | 0.51% | 1.82% | Q1 2019 | Q4 2019 | 7 |
Albar Capital Ltd | 2 | 1 | 0.01% | 4.43% | 10.88% | Q4 2018 | Q3 2023 | 7 |
TCTC Holdings, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 7 | 7 | 0.07% | 0.11% | 0.19% | Q2 2020 | Q4 2021 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.04% | 0.27% | 0.48% | Q1 2022 | Q3 2023 | 7 |
Sageworth Trust Co | 7 | 7 | 0.06% | 0.07% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Avalon Investment & Advisory | 7 | 7 | 0.24% | 0.26% | 0.28% | Q1 2017 | Q3 2018 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q3 2019 | 7 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 6 | 1 | 0.63% | 1.19% | 2.81% | Q3 2016 | Q4 2018 | 7 |
Kore Private Wealth LLC | 3 | 2 | 0.01% | 0.02% | 0.06% | Q4 2018 | Q3 2021 | 7 |
Landsberg, Bennett, & Dubbaneh LLC | 6 | 1 | 0.12% | 0.21% | 0.25% | Q4 2019 | Q3 2021 | 7 |
MRA Advisory Group | 7 | 7 | 0.18% | 0.21% | 0.25% | Q4 2020 | Q2 2022 | 7 |
Ergoteles LLC | 4 | 1 | 0.01% | 0.11% | 0.38% | Q4 2020 | Q2 2023 | 7 |
AIGEN INVESTMENT MANAGEMENT, LP | 4 | 1 | 0.01% | 0.44% | 1.98% | Q4 2019 | Q2 2022 | 7 |
Dominick & Dominick LLC | 7 | 7 | 0.45% | 0.50% | 0.62% | Q2 2013 | Q4 2014 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Shorepoint Capital Partners LLC | 6 | 1 | 0.21% | 0.28% | 0.36% | Q1 2021 | Q4 2022 | 7 |
Landmark Bank | 7 | 7 | 0.15% | 0.33% | 0.42% | Q2 2018 | Q4 2019 | 7 |
Hurlow Wealth Management Group, Inc. | 6 | 1 | 0.10% | 0.16% | 0.21% | Q3 2021 | Q2 2023 | 7 |
Lionstone Capital Management LLC | 7 | 7 | 4.13% | 5.66% | 6.96% | Q2 2018 | Q4 2019 | 7 |
WISCONSIN CAPITAL MANAGEMENT LLC | 7 | 7 | 0.11% | 0.12% | 0.14% | Q2 2013 | Q4 2014 | 7 |
Blackston Financial Advisory Group, LLC | 7 | 7 | 0.16% | 0.18% | 0.21% | Q4 2021 | Q2 2023 | 7 |
LifePro Asset Management | 7 | 7 | 0.13% | 0.42% | 1.88% | Q4 2020 | Q2 2022 | 7 |
AlphaStar Capital Management, LLC | 7 | 7 | 0.05% | 0.07% | 0.08% | Q2 2018 | Q4 2019 | 7 |
Granite Bay Wealth Management, LLC | 6 | 1 | 0.07% | 0.63% | 3.24% | Q4 2021 | Q3 2023 | 7 |
Meixler Investment Management, Ltd. | 7 | 7 | 0.23% | 0.29% | 0.34% | Q4 2021 | Q2 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 7 |
Dorsey Wright & Associates | 3 | 1 | 0.34% | 0.63% | 1.18% | Q2 2013 | Q4 2020 | 7 |
Bank of New Hampshire | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
CLEARFIELD CAPITAL MANAGEMENT LP | 4 | 1 | 7.22% | 10.36% | 13.01% | Q3 2016 | Q4 2018 | 7 |
Jump Financial, LLC | 4 | 1 | 0.02% | 0.22% | 0.36% | Q3 2020 | Q3 2023 | 7 |
WILLIAMS JONES & ASSOCIATES LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q1 2019 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.12% | 0.14% | 0.17% | Q1 2022 | Q3 2023 | 7 |
BKA Wealth Consulting, Inc. | 7 | 7 | 0.65% | 0.74% | 0.80% | Q1 2022 | Q3 2023 | 7 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 6 | 1 | 0.09% | 0.30% | 0.55% | Q4 2014 | Q3 2016 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q1 2021 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.13% | 0.14% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 7 | 7 | 0.23% | 0.60% | 0.88% | Q1 2022 | Q3 2023 | 7 |
ANGELES WEALTH MANAGEMENT, LLC | 7 | 7 | 0.41% | 0.51% | 0.69% | Q1 2022 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Greenfield Savings Bank | 7 | 7 | 0.41% | 0.45% | 0.50% | Q2 2022 | Q4 2023 | 7 |
State of Wyoming | 6 | 1 | 0.01% | 0.09% | 0.20% | Q1 2021 | Q3 2023 | 7 |
Altshuler Shaham Ltd | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2021 | 7 |
Covington Capital Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 7 |
OCCUDO QUANTITATIVE STRATEGIES LP | 4 | 1 | 0.08% | 0.35% | 0.83% | Q1 2021 | Q2 2023 | 7 |
ROVIN CAPITAL /UT/ /ADV | 7 | 7 | 0.41% | 0.58% | 1.13% | Q1 2022 | Q3 2023 | 7 |
Maryland Capital Management | 7 | 7 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q1 2022 | 7 |
Calvert Investment Management, Inc. | 7 | 7 | 0.05% | 0.08% | 0.11% | Q2 2015 | Q4 2016 | 7 |
Apertura Capital, LLC | 6 | 1 | 0.56% | 1.84% | 4.56% | Q1 2016 | Q2 2018 | 7 |
Sculptor Capital LP | 5 | 1 | 0.03% | 1.16% | 2.28% | Q4 2013 | Q4 2019 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
Truvvo Partners LLC | 7 | 7 | 0.07% | 0.20% | 0.33% | Q4 2015 | Q2 2017 | 7 |
Oak Grove Capital LLC | 7 | 7 | 0.18% | 0.34% | 0.62% | Q3 2020 | Q1 2022 | 7 |
Kovitz Investment Group Partners, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q4 2022 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Gerber Kawasaki Wealth & Investment Management | 7 | 7 | 0.02% | 0.09% | 0.16% | Q2 2020 | Q4 2021 | 7 |
CFS Investment Advisory Services, LLC | 5 | 1 | 0.04% | 0.41% | 1.15% | Q4 2020 | Q2 2023 | 7 |
PARNASSUS INVESTMENTS, LLC | 7 | 7 | 1.10% | 1.43% | 1.85% | Q1 2022 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 7 |
Horan Securities, Inc. | 7 | 7 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q2 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
Archford Capital Strategies, LLC | 7 | 7 | 0.22% | 0.26% | 0.39% | Q2 2018 | Q4 2019 | 7 |
Running Oak Capital LLC | 7 | 7 | 1.61% | 1.93% | 3.13% | Q4 2019 | Q2 2021 | 7 |
Enlightenment Research, LLC | 2 | 1 | 0.24% | 0.58% | 1.64% | Q4 2018 | Q2 2022 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2018 | 7 |
AEGON ASSET MANAGEMENT UK PLC | 6 | 1 | 0.02% | 0.11% | 0.54% | Q1 2015 | Q2 2023 | 7 |
EFG Asset Management (Americas) Corp. | 7 | 7 | 1.10% | 1.54% | 2.03% | Q2 2020 | Q4 2021 | 7 |
AustralianSuper Pty Ltd | 7 | 7 | 1.72% | 2.36% | 3.10% | Q3 2018 | Q1 2020 | 7 |
Financial Avengers, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Hudson Canyon Capital Management | 7 | 7 | 1.08% | 1.26% | 1.41% | Q4 2020 | Q2 2022 | 7 |
Good Life Advisors, LLC | 7 | 7 | 0.13% | 0.15% | 0.17% | Q4 2019 | Q2 2021 | 7 |
Lion Street Advisors, LLC | 2 | 1 | 0.04% | 0.10% | 0.13% | Q1 2020 | Q3 2023 | 7 |
Royal Harbor Partners, LLC | 7 | 7 | 0.79% | 0.87% | 1.03% | Q2 2020 | Q4 2021 | 7 |
Artemis Investment Management LLP | 7 | 7 | 0.01% | 0.43% | 0.77% | Q2 2020 | Q4 2021 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Summit Trail Advisors, LLC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2023 | 7 |
Endowment Wealth Management, Inc. | 4 | 3 | 0.22% | 0.25% | 0.27% | Q4 2021 | Q3 2023 | 7 |
MATHER GROUP, LLC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Franklin, Parlapiano, Turner & Welch, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q1 2017 | 7 |
Wealth Alliance | 6 | 1 | 0.04% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 7 |
Avion Wealth | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 7 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 3 | 2 | 0.09% | 0.10% | 0.12% | Q1 2014 | Q2 2017 | 7 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 5 | 2 | 0.02% | 0.07% | 0.10% | Q2 2013 | Q1 2015 | 7 |
Pearl River Capital, LLC | 4 | 1 | 0.02% | 0.43% | 0.71% | Q1 2019 | Q3 2023 | 7 |
Rudd International, Inc. | 7 | 7 | 2.96% | 3.21% | 3.38% | Q4 2018 | Q2 2020 | 7 |
Sustainable Growth Advisers, LP | 7 | 7 | 1.54% | 1.76% | 2.03% | Q1 2022 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
Santa Fe Partners LLC | 3 | 1 | 0.07% | 0.17% | 0.33% | Q2 2013 | Q4 2015 | 7 |
Waterfront Wealth Inc. | 7 | 7 | 0.09% | 0.17% | 0.20% | Q1 2022 | Q3 2023 | 7 |
Strategic Global Advisors, LLC | 6 | 1 | 0.64% | 1.33% | 1.99% | Q3 2020 | Q3 2023 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.06% | 0.07% | 0.08% | Q2 2018 | Q1 2020 | 7 |
Aries Wealth Management | 4 | 1 | 0.08% | 0.14% | 0.18% | Q1 2021 | Q3 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
CHICKASAW CAPITAL MANAGEMENT LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 7 |
Gladstone Institutional Advisory LLC | 7 | 7 | 0.02% | 0.12% | 0.22% | Q2 2021 | Q4 2022 | 7 |
WRAPMANAGER INC | 4 | 3 | 0.05% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 7 |
WMG Financial Advisors, LLC | 4 | 3 | 0.17% | 0.20% | 0.28% | Q4 2021 | Q3 2023 | 7 |
Tuscan Ridge Asset Management LLC | 3 | 3 | 0.04% | 0.10% | 0.21% | Q1 2019 | Q3 2019 | 7 |
Newfound Research LLC | 6 | 6 | 0.11% | 0.16% | 0.18% | Q4 2020 | Q1 2022 | 6 |
COLUMBUS CIRCLE INVESTORS | 2 | 1 | 0.07% | 0.34% | 0.64% | Q2 2013 | Q3 2020 | 6 |
USCA RIA LLC | 3 | 1 | 0.02% | 0.13% | 0.31% | Q1 2017 | Q2 2021 | 6 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2015 | 6 |
CI Global Investments Inc. | 6 | 6 | 0.01% | 0.13% | 0.30% | Q1 2017 | Q2 2018 | 6 |
DAVIDSON & GARRARD INC | 6 | 6 | 0.06% | 0.07% | 0.09% | Q2 2016 | Q3 2017 | 6 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Covea Finance | 6 | 6 | 0.50% | 0.58% | 0.64% | Q3 2022 | Q4 2023 | 6 |
abrdn Investment Management Ltd | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Asio Capital, LLC | 3 | 1 | 0.05% | 0.09% | 0.14% | Q4 2019 | Q2 2023 | 6 |
Liontrust Investment Partners LLP | 6 | 6 | 0.13% | 0.17% | 0.21% | Q1 2022 | Q2 2023 | 6 |
Homrich & Berg | 4 | 1 | 0.01% | 0.03% | 0.05% | Q3 2017 | Q3 2021 | 6 |
FRIESS ASSOCIATES LLC | 5 | 1 | 0.01% | 0.21% | 1.24% | Q4 2015 | Q3 2018 | 6 |
Samalin Investment Counsel, LLC | 3 | 1 | 0.12% | 0.14% | 0.16% | Q4 2019 | Q1 2023 | 6 |
Transamerica Financial Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 6 |
Graham Capital Management, L.P. | 4 | 1 | 0.01% | 0.10% | 0.37% | Q3 2018 | Q3 2023 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2019 | 6 |
Candlestick Capital Management LP | 2 | 1 | 0.39% | 0.59% | 0.96% | Q1 2020 | Q2 2023 | 6 |
Delta Accumulation, LLC | 3 | 3 | 0.63% | 0.88% | 1.78% | Q4 2021 | Q2 2022 | 6 |
Bridge Creek Capital Management LLC | 4 | 2 | 0.08% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Deuterium Capital Management, LLC | 6 | 6 | 0.35% | 0.76% | 0.97% | Q4 2021 | Q1 2023 | 6 |
Whitegate Investment Counselors, Inc. | 6 | 6 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q3 2021 | 6 |
Crown Wealth Group, LLC | 4 | 2 | 0.15% | 0.18% | 0.23% | Q4 2021 | Q3 2023 | 6 |
Cinctive Capital Management LP | 3 | 1 | 0.04% | 0.24% | 0.79% | Q4 2019 | Q2 2023 | 6 |
Bogart Wealth, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Continuum Advisory, LLC | 5 | 1 | 0.04% | 0.10% | 0.14% | Q2 2021 | Q4 2022 | 6 |
Bridgewater Advisors Inc. | 6 | 6 | 0.08% | 0.14% | 0.23% | Q1 2021 | Q2 2022 | 6 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC | 6 | 6 | 0.03% | 0.04% | 0.07% | Q4 2020 | Q1 2022 | 6 |
Canal Capital Management, LLC | 6 | 6 | 0.19% | 0.27% | 0.32% | Q1 2017 | Q2 2018 | 6 |
Mint Tower Capital Management B.V. | 2 | 2 | 0.01% | 0.06% | 0.11% | Q2 2021 | Q3 2021 | 6 |
Redwood Investment Management, LLC | 6 | 6 | 0.06% | 0.15% | 0.26% | Q2 2020 | Q3 2021 | 6 |
Cartenna Capital, LP | 2 | 2 | 0.86% | 3.02% | 6.16% | Q4 2020 | Q2 2023 | 6 |
Exane Asset Management | 2 | 2 | 0.26% | 3.30% | 8.84% | Q4 2015 | Q3 2022 | 6 |
Sitrin Capital Management LLC | 6 | 6 | 3.05% | 3.19% | 3.42% | Q4 2015 | Q1 2017 | 6 |
Foxhaven Asset Management, LP | 6 | 6 | 3.97% | 4.58% | 5.48% | Q2 2022 | Q3 2023 | 6 |
tru Independence LLC | 6 | 6 | 0.00% | 0.06% | 0.10% | Q4 2019 | Q1 2021 | 6 |
Kiwi Wealth Investments Limited Partnership | 4 | 2 | 0.08% | 0.30% | 0.41% | Q3 2019 | Q3 2021 | 6 |
ARGUS INVESTORS' COUNSEL, INC. | 6 | 6 | 0.10% | 0.22% | 0.32% | Q2 2021 | Q3 2022 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.09% | 0.10% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Aaron Wealth Advisors LLC | 4 | 2 | 0.01% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Thomasville National Bank | 3 | 3 | 0.03% | 0.05% | 0.06% | Q1 2017 | Q3 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Permian Investment Partners, LP | 6 | 6 | 2.90% | 7.03% | 10.96% | Q2 2016 | Q3 2017 | 6 |
Northstar Advisory Group, LLC | 3 | 3 | 0.20% | 0.26% | 0.45% | Q4 2020 | Q2 2022 | 6 |
Harfst & Associates, Inc. | 3 | 1 | 0.00% | 0.07% | 0.13% | Q2 2015 | Q1 2017 | 6 |
Moisand Fitzgerald Tamayo, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 6 |
FSM Wealth Advisors, LLC | 6 | 6 | 0.36% | 0.45% | 0.60% | Q2 2022 | Q3 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.22% | 0.24% | 0.25% | Q2 2013 | Q3 2014 | 6 |
SPERO-SMITH INVESTMENT ADVISERS INC /OH | 6 | 6 | 3.04% | 3.34% | 3.70% | Q1 2015 | Q2 2016 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.33% | 0.43% | 0.80% | Q2 2022 | Q3 2023 | 6 |
Winfield Associates, Inc. | 3 | 3 | 0.00% | 0.06% | 0.13% | Q4 2013 | Q4 2017 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
GREEN VALLEY INVESTORS LLC | 6 | 6 | 1.00% | 1.11% | 1.32% | Q2 2018 | Q3 2019 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.23% | 0.30% | 0.34% | Q3 2016 | Q4 2017 | 6 |
Lloyds Banking Group plc | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2014 | 6 |
Lansing Street Advisors | 6 | 6 | 0.06% | 0.07% | 0.07% | Q1 2022 | Q2 2023 | 6 |
CHILDRESS CAPITAL ADVISORS, LLC | 3 | 1 | 0.05% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 6 |
Circle Wealth Management, LLC | 6 | 6 | 0.03% | 0.07% | 0.10% | Q4 2020 | Q1 2022 | 6 |
CM WEALTH ADVISORS LLC | 6 | 6 | 0.10% | 0.18% | 0.29% | Q2 2022 | Q3 2023 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q3 2014 | 6 |
RDA Financial Network | 6 | 6 | 0.10% | 0.18% | 0.28% | Q4 2020 | Q1 2022 | 6 |
Schechter Investment Advisors, LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 6 |
WOLFF WIESE MAGANA LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 6 |
Resurgent Financial Advisors LLC | 4 | 2 | 0.07% | 0.11% | 0.14% | Q1 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
SS&H Financial Advisors, Inc. | 5 | 1 | 1.91% | 2.04% | 2.15% | Q1 2022 | Q3 2023 | 6 |
Advisors Capital Management, LLC | 5 | 1 | 0.01% | 0.04% | 0.10% | Q4 2021 | Q3 2023 | 6 |
MENTA CAPITAL LLC | 3 | 1 | 0.07% | 0.17% | 0.34% | Q3 2013 | Q4 2016 | 6 |
CARLSON CAPITAL L P | 2 | 1 | 0.01% | 0.18% | 0.46% | Q3 2013 | Q4 2022 | 6 |
MIROVA | 6 | 6 | 0.02% | 0.06% | 0.09% | Q4 2020 | Q1 2022 | 6 |
M Holdings Securities, Inc. | 5 | 1 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q1 2023 | 6 |
SHAPIRO ROBERT N | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
C2C Wealth Management, LLC | 3 | 1 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 6 |
PATRON PARTNERS, LLC | 6 | 6 | 0.27% | 0.38% | 0.42% | Q4 2020 | Q1 2022 | 6 |
DRW Securities, LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q1 2023 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.07% | 0.08% | 0.11% | Q2 2022 | Q3 2023 | 6 |
QCM Cayman, Ltd. | 3 | 1 | 0.22% | 1.04% | 4.02% | Q2 2016 | Q4 2020 | 6 |
Karp Capital Management Corp | 4 | 1 | 0.02% | 0.04% | 0.13% | Q4 2014 | Q4 2018 | 6 |
Czech National Bank | 6 | 6 | 0.15% | 0.17% | 0.18% | Q3 2022 | Q4 2023 | 6 |
Essex Savings Bank | 3 | 3 | 0.02% | 0.05% | 0.09% | Q4 2018 | Q4 2021 | 6 |
MUNDER CAPITAL MANAGEMENT | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
My Legacy Advisors, LLC | 4 | 2 | 0.08% | 0.30% | 0.45% | Q1 2022 | Q3 2023 | 6 |
Lighthouse Financial Advisors, Inc. | 6 | 6 | 1.04% | 2.34% | 5.40% | Q4 2019 | Q1 2021 | 6 |
Industrial Alliance Investment Management Inc. | 5 | 1 | 0.11% | 0.13% | 0.17% | Q4 2021 | Q3 2023 | 6 |
Westover Capital Advisors, LLC | 4 | 2 | 0.35% | 0.76% | 1.11% | Q4 2015 | Q3 2019 | 6 |
55I, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
Aveo Capital Partners, LLC | 6 | 6 | 0.12% | 0.16% | 0.19% | Q2 2022 | Q3 2023 | 6 |
ASCEND CAPITAL, LLC | 2 | 1 | 0.06% | 0.48% | 1.14% | Q3 2013 | Q1 2018 | 6 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 5 | 1 | 0.17% | 0.19% | 0.22% | Q4 2019 | Q2 2021 | 6 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.23% | 0.25% | 0.28% | Q4 2019 | Q3 2021 | 6 |
CERTUITY, LLC | 5 | 1 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 6 |
Polaris Wealth Advisory Group, LLC | 6 | 6 | 1.33% | 1.50% | 1.71% | Q3 2017 | Q4 2018 | 6 |
Jaffetilchin Investment Partners, LLC | 4 | 2 | 0.06% | 0.13% | 0.16% | Q3 2014 | Q2 2016 | 6 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2017 | 6 |
Edge Capital Group, LLC | 3 | 1 | 0.00% | 0.07% | 0.33% | Q3 2020 | Q1 2023 | 6 |
Farmers & Merchants Trust Co of Chambersburg PA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
McClarren Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2023 | 6 |
ASSET ADVISORS CORP | 6 | 6 | 0.25% | 0.49% | 0.67% | Q1 2017 | Q2 2018 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.04% | 0.13% | 0.23% | Q2 2022 | Q3 2023 | 6 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.01% | 0.10% | 0.47% | Q2 2015 | Q1 2019 | 6 |
WBI INVESTMENTS, LLC | 2 | 1 | 0.08% | 0.45% | 1.02% | Q2 2017 | Q3 2021 | 6 |
South Dakota Investment Council | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
GLADE BROOK CAPITAL PARTNERS LLC | 5 | 1 | 1.56% | 6.18% | 10.82% | Q4 2013 | Q4 2015 | 6 |
Centiva Capital, LP | 2 | 1 | 0.01% | 0.02% | 0.06% | Q3 2020 | Q3 2023 | 6 |
SIMON QUICK ADVISORS, LLC | 4 | 1 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q3 2023 | 6 |
SEI TRUST CO | 6 | 6 | 0.18% | 0.24% | 0.29% | Q2 2013 | Q3 2014 | 6 |
EPG Wealth Management LLC | 5 | 1 | 0.00% | 0.10% | 0.14% | Q1 2020 | Q3 2023 | 6 |
Hilton Capital Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2019 | 6 |
Lighthouse Investment Partners, LLC | 5 | 1 | 0.08% | 0.53% | 1.73% | Q4 2021 | Q3 2023 | 6 |
Syntal Capital Partners, LLC | 3 | 3 | 0.13% | 0.43% | 0.83% | Q4 2014 | Q4 2019 | 6 |
SECOR Capital Advisors, LP | 2 | 1 | 0.02% | 0.41% | 0.68% | Q1 2015 | Q1 2017 | 5 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2016 | 5 |
NFJ INVESTMENT GROUP, LLC | 5 | 5 | 0.13% | 0.14% | 0.17% | Q1 2021 | Q1 2022 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.06% | 0.09% | 0.11% | Q4 2021 | Q4 2022 | 5 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 3 | 2 | 0.01% | 0.04% | 0.16% | Q1 2022 | Q3 2023 | 5 |
Five Oceans Advisors | 5 | 5 | 0.13% | 0.17% | 0.19% | Q3 2022 | Q3 2023 | 5 |
Delos Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.10% | 0.12% | 0.13% | Q2 2015 | Q2 2016 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
Wedmont Private Capital | 4 | 1 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q3 2023 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 5 |
Transparent Wealth Partners LLC | 4 | 1 | 0.68% | 0.86% | 1.19% | Q4 2021 | Q1 2023 | 5 |
Palestra Capital Management LLC | 4 | 1 | 3.96% | 5.14% | 7.02% | Q2 2016 | Q4 2018 | 5 |
M&G INVESTMENT MANAGEMENT LTD | 2 | 1 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q4 2021 | 5 |
Zions Bancorporation | 5 | 5 | 0.00% | 0.04% | 0.08% | Q1 2017 | Q1 2018 | 5 |
New Millennium Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.04% | 0.04% | 0.07% | Q4 2021 | Q4 2022 | 5 |
RDST Capital LLC | 5 | 5 | 2.35% | 6.40% | 8.04% | Q3 2022 | Q3 2023 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Ascent Group, LLC | 5 | 5 | 0.17% | 0.19% | 0.22% | Q4 2021 | Q4 2022 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.10% | 0.11% | 0.12% | Q3 2022 | Q3 2023 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
James J. Burns & Company, LLC | 5 | 5 | 0.06% | 0.08% | 0.11% | Q3 2022 | Q3 2023 | 5 |
Triasima Portfolio Management inc. | 5 | 5 | 0.02% | 0.04% | 0.11% | Q4 2020 | Q4 2021 | 5 |
W.H. Cornerstone Investments Inc. | 5 | 5 | 0.71% | 0.86% | 0.93% | Q3 2022 | Q3 2023 | 5 |
Perpetual Ltd | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 5 |
BLOOM TREE PARTNERS, LLC | 5 | 5 | 2.57% | 3.69% | 4.61% | Q2 2016 | Q2 2017 | 5 |
Bishop Rock Capital, L.P. | 5 | 5 | 0.62% | 2.18% | 7.21% | Q3 2022 | Q3 2023 | 5 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 5 | 5 | 0.15% | 0.19% | 0.21% | Q3 2015 | Q3 2016 | 5 |
Krilogy Financial LLC | 3 | 2 | 0.00% | 0.03% | 0.10% | Q3 2017 | Q1 2021 | 5 |
Invictus RG | 4 | 1 | 0.01% | 0.05% | 0.13% | Q4 2015 | Q2 2017 | 5 |
Saddle Road Partners, LLC | 5 | 5 | 0.23% | 0.28% | 0.31% | Q4 2015 | Q4 2016 | 5 |
Sunriver Management LLC | 5 | 5 | 2.36% | 3.63% | 4.44% | Q4 2015 | Q4 2016 | 5 |
NIPPON LIFE INSURANCE CO | 5 | 5 | 0.01% | 0.03% | 0.04% | Q3 2016 | Q3 2017 | 5 |
Cognios Capital, LLC | 2 | 1 | 0.07% | 0.67% | 2.16% | Q3 2016 | Q4 2019 | 5 |
Atika Capital Management LLC | 3 | 1 | 0.50% | 1.43% | 2.41% | Q2 2017 | Q3 2023 | 5 |
Traynor Capital Management, Inc. | 3 | 2 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q2 2023 | 5 |
Kalos Management, Inc. | 4 | 1 | 0.10% | 0.17% | 0.34% | Q1 2021 | Q2 2022 | 5 |
NICHOLAS COMPANY, INC. | 5 | 5 | 0.78% | 0.91% | 1.04% | Q3 2022 | Q3 2023 | 5 |
MILLER HOWARD INVESTMENTS INC /NY | 4 | 1 | 0.06% | 0.07% | 0.07% | Q3 2015 | Q3 2017 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q4 2018 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
FUKOKU MUTUAL LIFE INSURANCE Co | 4 | 1 | 0.01% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 5 |
SILVER OAK SECURITIES, INCORPORATED | 3 | 2 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 5 |
Verity & Verity, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q1 2022 | 5 |
Transform Wealth, LLC | 4 | 1 | 0.06% | 0.20% | 0.36% | Q1 2017 | Q2 2018 | 5 |
GW&K Investment Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.04% | 0.04% | 0.06% | Q2 2013 | Q2 2014 | 5 |
NBT BANK N A /NY | 4 | 1 | 0.03% | 0.09% | 0.31% | Q2 2017 | Q3 2023 | 5 |
SIGMA INVESTMENT COUNSELORS INC | 5 | 5 | 0.06% | 0.32% | 0.90% | Q3 2014 | Q3 2015 | 5 |
Faithward Advisors, LLC | 5 | 5 | 0.07% | 1.61% | 3.01% | Q3 2019 | Q3 2020 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.09% | 0.10% | 0.10% | Q3 2022 | Q3 2023 | 5 |
KANALY TRUST CO | 5 | 5 | 0.01% | 0.08% | 0.11% | Q4 2015 | Q4 2016 | 5 |
TLP GROUP LLC | 2 | 1 | 0.01% | 0.16% | 0.38% | Q4 2015 | Q4 2017 | 5 |
Fortis Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q1 2020 | 5 |
RELIANCE TRUST CO OF DELAWARE | 4 | 1 | 0.03% | 0.04% | 0.04% | Q3 2015 | Q3 2018 | 5 |
Price Wealth, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2020 | 5 |
Osborn Williams & Donohoe LLC | 5 | 5 | 0.00% | 0.05% | 0.07% | Q1 2019 | Q1 2020 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.01% | 0.04% | 0.07% | Q2 2017 | Q3 2017 | 5 |
GAM SYSTEMATIC LLP | 3 | 2 | 0.01% | 0.07% | 0.10% | Q2 2016 | Q3 2017 | 5 |
XR Securities LLC | 5 | 5 | 0.02% | 0.08% | 0.19% | Q3 2020 | Q3 2021 | 5 |
FDO Partners, LLC | 3 | 1 | 0.13% | 0.35% | 0.80% | Q4 2015 | Q3 2017 | 5 |
Caption Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2020 | 5 |
TIAA, FSB | 5 | 5 | 0.00% | 0.03% | 0.05% | Q2 2022 | Q2 2023 | 5 |
QVR LLC | 2 | 2 | 0.00% | 0.05% | 0.09% | Q1 2022 | Q2 2022 | 5 |
CORNERSTONE CAPITAL MANAGEMENT LLC | 5 | 5 | 1.88% | 2.52% | 3.04% | Q2 2013 | Q2 2014 | 5 |
Bridgefront Capital, LLC | 4 | 1 | 0.11% | 0.26% | 0.42% | Q4 2020 | Q2 2022 | 5 |
TRILOGY GLOBAL ADVISORS LP | 5 | 5 | 0.34% | 0.40% | 0.50% | Q2 2014 | Q2 2015 | 5 |
Itau Unibanco Holding S.A. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 5 |
Meristem Family Wealth, LLC | 5 | 5 | 0.05% | 0.05% | 0.06% | Q1 2021 | Q1 2022 | 5 |
Long Pond Capital | 2 | 1 | 1.35% | 2.26% | 3.48% | Q3 2016 | Q4 2022 | 5 |
Accuvest Global Advisors | 3 | 1 | 0.02% | 0.09% | 0.20% | Q2 2017 | Q2 2020 | 5 |
FIRST SABREPOINT CAPITAL MANAGEMENT LP | 5 | 5 | 2.78% | 3.50% | 4.34% | Q4 2018 | Q4 2019 | 5 |
Centerpoint Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 5 |
Hutchin Hill Capital, LP | 2 | 1 | 0.02% | 0.11% | 0.42% | Q4 2014 | Q4 2016 | 5 |
Braun-Bostich & Associates Inc. | 4 | 1 | 0.42% | 0.54% | 0.62% | Q4 2020 | Q1 2022 | 5 |
PROFESSIONAL PLANNING | 4 | 1 | 0.35% | 0.42% | 0.47% | Q2 2020 | Q3 2021 | 5 |
Petrus Trust Company, LTA | 4 | 1 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 5 |
Peachtree Investment Partners, LLC | 5 | 5 | 0.20% | 0.29% | 0.55% | Q4 2018 | Q4 2019 | 5 |
ADVANCE CAPITAL I INC | 4 | 1 | 0.40% | 0.91% | 1.21% | Q2 2015 | Q3 2016 | 5 |
BURNS J W & CO INC/NY | 3 | 2 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 5 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Concert Wealth Management Inc. | 5 | 5 | 0.10% | 0.12% | 0.14% | Q4 2015 | Q4 2016 | 5 |
Independent Family Office, LLC | 5 | 5 | 0.74% | 1.01% | 1.16% | Q3 2022 | Q3 2023 | 5 |
BECKER CAPITAL MANAGEMENT INC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2020 | 5 |
MQS Management LLC | 4 | 1 | 0.19% | 0.43% | 0.94% | Q4 2021 | Q3 2023 | 5 |
Jasper Ridge Partners, L.P. | 5 | 5 | 0.12% | 0.14% | 0.17% | Q2 2013 | Q2 2014 | 5 |
Brookfield Asset Management | 4 | 1 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q2 2023 | 5 |
Claro Advisors LLC | 4 | 1 | 0.02% | 0.14% | 0.19% | Q4 2018 | Q3 2023 | 5 |
Arabesque Asset Management Ltd | 5 | 5 | 0.32% | 0.90% | 1.46% | Q1 2021 | Q1 2022 | 5 |
Legato Capital Management LLC | 4 | 1 | 0.16% | 0.23% | 0.31% | Q2 2021 | Q3 2023 | 5 |
ALGERT GLOBAL LLC | 2 | 1 | 0.01% | 0.12% | 0.41% | Q1 2020 | Q3 2023 | 5 |
OXFORD ASSET MANAGEMENT LLP | 3 | 2 | 0.01% | 0.15% | 0.32% | Q1 2017 | Q4 2019 | 5 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2021 | 5 |
Baker Avenue Asset Management, LP | 4 | 1 | 0.00% | 0.02% | 0.08% | Q4 2019 | Q3 2023 | 5 |
Human Investing LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q4 2019 | 5 |
Foster Victor Wealth Advisors, LLC | 5 | 5 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2023 | 5 |
First City Capital Management, Inc. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2015 | 5 |
QUANTUM CAPITAL MANAGEMENT | 5 | 5 | 0.04% | 0.06% | 0.08% | Q3 2019 | Q3 2020 | 5 |
Quilter Plc | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2021 | 5 |
Pine River Capital Management L.P. | 3 | 2 | 0.01% | 0.07% | 0.11% | Q2 2014 | Q4 2015 | 5 |
Steinberg Global Asset Management | 5 | 5 | 0.07% | 0.08% | 0.09% | Q2 2013 | Q2 2014 | 5 |
GLG Partners LP | 4 | 1 | 0.07% | 0.17% | 0.28% | Q3 2014 | Q4 2017 | 5 |
Red Door Wealth Management, LLC | 3 | 2 | 0.00% | 0.05% | 0.13% | Q1 2020 | Q4 2021 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
MJP ASSOCIATES INC /ADV | 5 | 5 | 0.05% | 0.08% | 0.08% | Q1 2021 | Q1 2022 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.07% | 0.08% | 0.10% | Q2 2013 | Q2 2014 | 5 |
Birch Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Covenant Partners, LLC | 4 | 1 | 0.12% | 0.13% | 0.16% | Q2 2022 | Q3 2023 | 5 |
GRANDFIELD & DODD, LLC | 5 | 5 | 0.38% | 0.40% | 0.43% | Q2 2013 | Q2 2014 | 5 |
Harvey Partners, LLC | 4 | 4 | 1.33% | 3.00% | 3.86% | Q4 2015 | Q3 2016 | 5 |
Mission Creek Capital Partners, Inc. | 4 | 1 | 0.04% | 0.07% | 0.09% | Q4 2019 | Q2 2021 | 5 |
Maven Securities LTD | 2 | 1 | 0.01% | 0.10% | 0.47% | Q3 2018 | Q4 2022 | 5 |
JENNISON ASSOCIATES LLC | 4 | 1 | 0.00% | 0.25% | 0.43% | Q1 2015 | Q4 2016 | 5 |
Summit Wealth Group, LLC | 2 | 1 | 0.02% | 0.17% | 0.40% | Q3 2020 | Q2 2023 | 5 |
CenturyLink Investment Management Co | 2 | 1 | 0.08% | 0.11% | 0.14% | Q2 2013 | Q2 2015 | 5 |
Standard Family Office LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 5 |
SCOPUS ASSET MANAGEMENT, L.P. | 2 | 1 | 0.12% | 0.24% | 0.44% | Q3 2019 | Q1 2022 | 5 |
PFS INVESTMENTS INC. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q2 2023 | 5 |
ALBION FINANCIAL GROUP /UT | 3 | 2 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 5 |
Sunflower Bank, N.A. | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
BANK OF NOVA SCOTIA TRUST CO | 4 | 1 | 0.00% | 0.09% | 0.15% | Q3 2017 | Q3 2023 | 5 |
CITY NATIONAL BANK | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 5 |
Parsec Financial Management, Inc. | 5 | 5 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q1 2023 | 5 |
Kaizen Financial Strategies | 3 | 2 | 0.17% | 0.24% | 0.33% | Q4 2020 | Q1 2022 | 5 |
Cypress Capital Management LLC (WY) | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2016 | 5 |
Hartford Financial Management Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 5 |
Vantage Investment Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
Weiss Asset Management LP | 2 | 1 | 0.14% | 0.41% | 1.07% | Q2 2020 | Q1 2023 | 5 |
Legacy Wealth Asset Management, LLC | 5 | 5 | 0.14% | 0.16% | 0.17% | Q3 2022 | Q3 2023 | 5 |
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC | 5 | 5 | 0.17% | 0.54% | 1.12% | Q3 2016 | Q3 2017 | 5 |
Snowhook Capital Management LP | 5 | 5 | 7.42% | 11.11% | 16.22% | Q4 2021 | Q4 2022 | 5 |
ENCOMPASS WEALTH ADVISORS, LLC | 4 | 1 | 0.05% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.04% | 0.04% | 0.06% | Q2 2013 | Q2 2014 | 5 |
Alpine Global Management, LLC | 3 | 1 | 0.04% | 0.07% | 0.11% | Q4 2014 | Q1 2020 | 4 |
Fosun International Ltd | 4 | 4 | 0.03% | 0.06% | 0.11% | Q4 2017 | Q3 2018 | 4 |
Pinnacle Wealth Management Advisory Group, LLC | 3 | 1 | 0.03% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.32% | 0.34% | 0.36% | Q4 2022 | Q3 2023 | 4 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 4 | 0.12% | 0.37% | 0.56% | Q2 2020 | Q1 2021 | 4 |
American Research & Management Co. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2022 | 4 |
PGIM Custom Harvest LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.29% | 0.32% | 0.34% | Q4 2022 | Q3 2023 | 4 |
CLOUGH CAPITAL PARTNERS L P | 4 | 4 | 0.22% | 0.24% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Colonial River Wealth Management, LLC | 2 | 1 | 0.13% | 0.14% | 0.14% | Q4 2021 | Q3 2023 | 4 |
ADE, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
RUDMAN ERROL M | 4 | 4 | 1.32% | 1.79% | 2.98% | Q4 2017 | Q3 2018 | 4 |
PointState Capital LP | 3 | 1 | 0.32% | 0.70% | 1.24% | Q3 2016 | Q3 2019 | 4 |
BlueDrive Global Investors LLP | 4 | 4 | 5.61% | 6.91% | 7.80% | Q4 2018 | Q3 2019 | 4 |
CEDAR HILL ASSOCIATES, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q3 2017 | Q2 2018 | 4 |
Interchange Capital Partners, LLC | 4 | 4 | 0.11% | 0.23% | 0.35% | Q4 2020 | Q3 2021 | 4 |
NorthRock Partners, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 4 |
Gryphon Financial Partners LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 4 |
Meridian Wealth Advisors, LLC | 3 | 1 | 0.05% | 0.11% | 0.16% | Q2 2020 | Q4 2021 | 4 |
Destination Wealth Management | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q1 2019 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Innovative Portfolios | 4 | 4 | 0.73% | 0.80% | 0.85% | Q1 2021 | Q4 2021 | 4 |
ICC CAPITAL MANAGEMENT INC/ | 4 | 4 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q1 2014 | 4 |
Pacific Grove Capital LP | 4 | 4 | 2.00% | 2.96% | 3.70% | Q3 2016 | Q2 2017 | 4 |
MAPLELANE CAPITAL, LLC | 4 | 4 | 0.18% | 0.38% | 0.74% | Q3 2022 | Q2 2023 | 4 |
One Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.06% | 0.08% | Q1 2022 | Q4 2022 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.33% | 0.42% | 0.53% | Q4 2022 | Q3 2023 | 4 |
Zhang Financial LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Sustainable Insight Capital Management, LLC | 3 | 1 | 0.20% | 0.76% | 2.02% | Q3 2021 | Q1 2023 | 4 |
Realta Investment Advisors | 4 | 4 | 0.06% | 0.10% | 0.19% | Q1 2019 | Q4 2019 | 4 |
Eaton Financial Holdings Company, LLC | 4 | 4 | 0.32% | 0.42% | 0.64% | Q4 2022 | Q3 2023 | 4 |
MONETTA FINANCIAL SERVICES INC | 2 | 2 | 0.84% | 1.21% | 1.58% | Q2 2013 | Q2 2016 | 4 |
Axiom Investment Management LLC | 4 | 4 | 0.20% | 0.33% | 0.38% | Q4 2018 | Q3 2019 | 4 |
Curated Wealth Partners LLC | 4 | 4 | 0.09% | 0.11% | 0.12% | Q2 2021 | Q1 2022 | 4 |
LBP AM SA | 4 | 4 | 0.06% | 0.10% | 0.18% | Q4 2022 | Q3 2023 | 4 |
USA MUTUALS ADVISORS, INC. | 3 | 1 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q4 2017 | 4 |
BOENNING & SCATTERGOOD, INC. | 3 | 1 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 4 |
Tuttle Capital Management, LLC | 2 | 1 | 0.22% | 0.27% | 0.30% | Q2 2017 | Q2 2021 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q4 2022 | 4 |
NORTHSTAR INVESTMENT ADVISORS LLC | 4 | 4 | 0.13% | 0.13% | 0.14% | Q2 2013 | Q1 2014 | 4 |
WESTPORT RESOURCES MANAGEMENT INC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2015 | 4 |
TCF National Bank | 3 | 1 | 0.03% | 0.05% | 0.07% | Q1 2020 | Q1 2021 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.10% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
DSC Advisors, L.P. | 3 | 1 | 0.12% | 0.23% | 0.31% | Q1 2021 | Q3 2022 | 4 |
Fidato Wealth LLC | 4 | 4 | 0.90% | 0.94% | 0.99% | Q1 2022 | Q4 2022 | 4 |
Crosspoint Capital Strategies, LLC | 4 | 4 | 0.00% | 0.41% | 1.56% | Q1 2015 | Q4 2015 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 0.18% | 0.19% | 0.20% | Q4 2017 | Q3 2018 | 4 |
Sonora Investment Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2020 | 4 |
Gerstein Fisher | 2 | 2 | 0.03% | 0.20% | 0.38% | Q2 2013 | Q3 2016 | 4 |
Grisanti Capital Management LLC | 4 | 4 | 1.93% | 2.74% | 3.72% | Q2 2019 | Q1 2020 | 4 |
VIKING GLOBAL INVESTORS LP | 2 | 1 | 0.07% | 1.48% | 2.47% | Q3 2013 | Q2 2023 | 4 |
Country Club Trust Company, n.a. | 4 | 4 | 0.03% | 0.05% | 0.07% | Q3 2015 | Q2 2016 | 4 |
Capital Innovations LLC | 2 | 1 | 0.46% | 0.52% | 0.56% | Q4 2017 | Q1 2019 | 4 |
Cunning Capital Partners, LP | 4 | 4 | 2.88% | 3.21% | 3.88% | Q1 2021 | Q4 2021 | 4 |
Cadence Bank | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 4 |
Perpetual Investment Management Ltd | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
Sterling Investment Advisors, Ltd. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
TFO Wealth Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.05% | 0.11% | Q4 2016 | Q3 2023 | 4 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 4 | 4 | 0.88% | 0.93% | 0.98% | Q4 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.08% | 0.37% | 1.06% | Q1 2016 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.11% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Three Peaks Capital Management, LLC | 4 | 4 | 0.09% | 0.10% | 0.10% | Q2 2020 | Q1 2021 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
VALINOR MANAGEMENT, L.P. | 4 | 4 | 3.43% | 4.00% | 4.64% | Q2 2018 | Q1 2019 | 4 |
ATALANTA SOSNOFF CAPITAL, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q4 2019 | 4 |
MEITAV INVESTMENT HOUSE LTD | 3 | 1 | 0.03% | 0.09% | 0.26% | Q1 2018 | Q3 2021 | 4 |
ANALYTIC INVESTORS, LLC | 3 | 1 | 0.03% | 0.06% | 0.12% | Q4 2014 | Q4 2015 | 4 |
LEVEL FOUR ADVISORY SERVICES, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
British Airways Pensions Investment Management Ltd | 2 | 2 | 0.44% | 0.52% | 0.58% | Q3 2018 | Q4 2019 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 4 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 4 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q1 2023 | 4 |
Lee Financial Co | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 4 |
Shellback Capital, LP | 3 | 1 | 0.73% | 2.09% | 3.24% | Q2 2017 | Q3 2023 | 4 |
Delphi Private Advisors LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2016 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2021 | 4 |
Simmons Bank | 2 | 1 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q4 2022 | 4 |
Aquatic Capital Management LLC | 2 | 1 | 0.03% | 0.28% | 0.50% | Q2 2022 | Q3 2023 | 4 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 2 | 1 | 0.02% | 0.09% | 0.25% | Q3 2014 | Q4 2022 | 4 |
BARING ASSET MANAGEMENT Ltd | 4 | 4 | 0.02% | 0.08% | 0.11% | Q4 2016 | Q3 2017 | 4 |
WINTRUST INVESTMENTS LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q4 2021 | 4 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.34% | 1.10% | 1.85% | Q1 2017 | Q2 2023 | 4 |
Capstone Financial Group, Inc. | 4 | 4 | 0.24% | 0.26% | 0.30% | Q4 2019 | Q3 2020 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
Invictus RG Pte. Ltd. | 2 | 1 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2015 | 4 |
Princeton Alpha Management LP | 3 | 1 | 0.12% | 0.28% | 0.47% | Q3 2015 | Q3 2016 | 4 |
Concentric Capital Strategies, LP | 2 | 2 | 0.33% | 0.97% | 1.35% | Q1 2022 | Q3 2023 | 4 |
Bernicke Wealth Management, Ltd. | 4 | 4 | 0.22% | 0.38% | 0.50% | Q1 2017 | Q4 2017 | 4 |
TELEMUS CAPITAL, LLC | 3 | 1 | 0.02% | 0.04% | 0.11% | Q1 2016 | Q1 2019 | 4 |
Darwin Wealth Management, LLC | 2 | 1 | 0.00% | 0.76% | 1.04% | Q1 2017 | Q1 2020 | 4 |
ALPHASIMPLEX GROUP, LLC | 4 | 4 | 0.51% | 1.22% | 1.58% | Q3 2021 | Q2 2022 | 4 |
TIDE POINT CAPITAL MANAGEMENT, LP | 1 | 1 | 1.33% | 2.11% | 2.88% | Q4 2014 | Q2 2016 | 4 |
Portman Square Capital LLP | 2 | 2 | 0.07% | 0.11% | 0.17% | Q2 2023 | Q3 2023 | 4 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 4 | 4 | 0.03% | 0.12% | 0.17% | Q1 2023 | Q4 2023 | 4 |
Latimer Light Capital, L.P. | 4 | 4 | 5.93% | 7.99% | 10.64% | Q4 2015 | Q3 2016 | 4 |
Intrua Financial, LLC | 4 | 4 | 0.04% | 0.05% | 0.08% | Q3 2021 | Q2 2022 | 4 |
StoneX Group Inc. | 2 | 1 | 0.04% | 0.39% | 0.73% | Q2 2017 | Q3 2022 | 4 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 2 | 1 | 0.03% | 0.06% | 0.12% | Q3 2019 | Q3 2022 | 4 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.01% | 0.08% | 0.29% | Q2 2013 | Q4 2017 | 4 |
Soros Fund Management | 2 | 1 | 0.01% | 0.10% | 0.35% | Q4 2016 | Q4 2022 | 4 |
Mariner Wealth Advisors-Cincinnati, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2018 | 4 |
KOCH INDUSTRIES INC | 4 | 4 | 0.05% | 0.07% | 0.11% | Q2 2017 | Q1 2018 | 4 |
F&C Asset Management plc | 4 | 4 | 0.11% | 0.24% | 0.43% | Q2 2013 | Q1 2014 | 4 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.13% | 0.14% | 0.15% | Q4 2015 | Q3 2016 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Capital Group Investment Management Pte. Ltd. | 4 | 4 | 0.17% | 0.21% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
BRYN MAWR CAPITAL MANAGEMENT INC | 2 | 1 | 0.06% | 0.10% | 0.16% | Q4 2013 | Q3 2015 | 4 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Cercano Management LLC | 4 | 4 | 0.77% | 0.94% | 1.13% | Q4 2022 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.12% | 0.20% | 0.40% | Q4 2020 | Q3 2021 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Wallace Advisory Group, LLC | 4 | 4 | 0.24% | 0.25% | 0.27% | Q4 2022 | Q3 2023 | 4 |
CHASE INVESTMENT COUNSEL CORP | 4 | 4 | 1.42% | 1.55% | 1.67% | Q4 2017 | Q3 2018 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.12% | 0.16% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Warther Private Wealth, LLC | 4 | 4 | 0.34% | 0.49% | 0.55% | Q2 2021 | Q1 2022 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Gibson Wealth Advisors LLC | 4 | 4 | 0.24% | 0.26% | 0.28% | Q1 2022 | Q4 2022 | 4 |
Crew Capital Management, Ltd. | 4 | 4 | 0.21% | 0.23% | 0.27% | Q1 2021 | Q4 2021 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Waterford Advisors, LLC | 4 | 4 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
DCM Advisors, LLC | 3 | 1 | 0.13% | 0.19% | 0.27% | Q4 2020 | Q1 2022 | 4 |
Stephens Consulting, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Hudson Value Partners, LLC | 4 | 4 | 0.59% | 0.68% | 0.75% | Q4 2020 | Q3 2021 | 4 |
New Hampshire Trust | 4 | 4 | 0.55% | 0.59% | 0.62% | Q4 2022 | Q3 2023 | 4 |
Rail-Splitter Capital Management, LLC | 3 | 1 | 1.53% | 2.25% | 3.13% | Q2 2013 | Q2 2015 | 4 |
CGN Advisors LLC | 4 | 4 | 0.08% | 0.09% | 0.09% | Q1 2021 | Q4 2021 | 4 |
Northern Financial Advisors Inc | 4 | 4 | 0.41% | 0.45% | 0.52% | Q4 2022 | Q3 2023 | 4 |
Enhancing Capital LLC | 4 | 4 | 0.32% | 0.36% | 0.48% | Q4 2021 | Q3 2022 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PEOPLES FINANCIAL SERVICES CORP. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q4 2018 | 4 |
Jessup Wealth Management, Inc | 4 | 4 | 0.43% | 1.19% | 3.43% | Q4 2022 | Q3 2023 | 4 |
Western Pacific Wealth Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q3 2021 | 4 |
PineStone Asset Management Inc. | 4 | 4 | 3.22% | 3.33% | 3.45% | Q4 2022 | Q3 2023 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.22% | 0.25% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.07% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Massachusetts Wealth Management | 4 | 4 | 0.79% | 0.85% | 0.93% | Q4 2022 | Q3 2023 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.12% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Diversified Portfolios, Inc. | 2 | 1 | 0.02% | 0.97% | 1.98% | Q2 2016 | Q4 2021 | 4 |
Detwiler Fenton Investment Management LLC | 4 | 4 | 0.56% | 0.82% | 0.96% | Q3 2012 | Q2 2013 | 4 |
Truvestments Capital LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 4 |
PALLADIEM, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q3 2015 | 4 |
Granite Investment Advisors, LLC | 4 | 4 | 0.19% | 0.27% | 0.31% | Q4 2017 | Q3 2018 | 4 |
B. Riley Financial, Inc. | 4 | 4 | 0.14% | 0.15% | 0.16% | Q3 2017 | Q2 2018 | 4 |
YG PARTNERS, LLC | 4 | 4 | 0.89% | 1.39% | 1.69% | Q1 2016 | Q4 2016 | 4 |
Artisan Partners Limited Partnership | 3 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q2 2017 | 4 |
Convergence Investment Partners, LLC | 1 | 1 | 0.01% | 0.10% | 0.15% | Q1 2016 | Q4 2021 | 4 |
Oak Thistle LLC | 2 | 1 | 0.10% | 0.38% | 0.57% | Q1 2022 | Q3 2023 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.07% | 0.25% | 0.43% | Q2 2013 | Q1 2014 | 4 |
Quarry LP | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Unigestion Holding SA | 2 | 1 | 0.03% | 0.04% | 0.04% | Q2 2018 | Q1 2022 | 4 |
DENVER INVESTMENT ADVISORS LLC | 4 | 4 | 0.05% | 0.18% | 0.26% | Q4 2015 | Q3 2016 | 4 |
W.G. Shaheen & Associates DBA Whitney & Co | 3 | 1 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q4 2021 | 4 |
Reitz Capital Advisors LLC | 1 | 1 | 0.10% | 0.19% | 0.32% | Q2 2020 | Q3 2023 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
Ergawealth Advisors, Inc. | 4 | 4 | 0.79% | 0.85% | 0.97% | Q4 2022 | Q3 2023 | 4 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 1.19% | 4.35% | Q4 2018 | Q2 2022 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.02% | 0.06% | Q2 2023 | Q3 2023 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.09% | 0.23% | 0.66% | Q2 2013 | Q1 2014 | 4 |
Trustees of Dartmouth College | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2018 | 4 |
COUNTRY TRUST BANK | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2023 | 4 |
Winthrop Advisory Group LLC | 3 | 1 | 0.06% | 0.11% | 0.15% | Q3 2018 | Q1 2021 | 4 |
Ceredex Value Advisors LLC | 4 | 4 | 1.09% | 1.60% | 1.90% | Q4 2022 | Q3 2023 | 4 |
Cynosure Group, LLC | 4 | 4 | 0.34% | 0.35% | 0.38% | Q2 2019 | Q1 2020 | 4 |
DUBUQUE BANK & TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2017 | 4 |
ABEILLE ASSET MANAGEMENT SA | 4 | 4 | 0.24% | 0.37% | 0.70% | Q4 2021 | Q3 2022 | 4 |
WEXFORD CAPITAL LP | 2 | 1 | 0.03% | 0.27% | 0.66% | Q2 2013 | Q3 2020 | 4 |
Johnson Midwest Financial, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
TimeScale Financial, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 4 |
Waterfront Capital Partners, LLC | 1 | 1 | 0.68% | 1.38% | 2.05% | Q4 2014 | Q1 2020 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Tradeworx Inc. | 2 | 1 | 0.10% | 0.15% | 0.21% | Q2 2013 | Q1 2014 | 3 |
Seven Springs Wealth Group, LLC | 2 | 1 | 0.00% | 0.11% | 0.17% | Q4 2020 | Q3 2021 | 3 |
Roble, Belko & Company, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
ENGINE NO. 1 LLC | 3 | 3 | 0.06% | 0.09% | 0.12% | Q2 2021 | Q4 2021 | 3 |
WALL STREET ASSOCIATES | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2015 | Q3 2015 | 3 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 1.58% | 2.99% | 5.60% | Q3 2023 | Q3 2023 | 3 |
Epic Trust Investment Advisors, LLC | 3 | 3 | 0.26% | 0.38% | 0.49% | Q3 2022 | Q1 2023 | 3 |
SRB CORP | 3 | 3 | 0.06% | 0.09% | 0.12% | Q4 2020 | Q2 2021 | 3 |
Athanor Capital, LP | 3 | 3 | 0.01% | 0.04% | 0.08% | Q3 2020 | Q1 2021 | 3 |
Highstreet Asset Management Inc. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2017 | Q1 2018 | 3 |
QUEST INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.26% | 0.38% | 0.44% | Q2 2020 | Q4 2020 | 3 |
Iron Horse Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Senator Investment Group LP | 2 | 1 | 0.55% | 1.52% | 2.33% | Q3 2016 | Q2 2019 | 3 |
INTACT INVESTMENT MANAGEMENT INC. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2017 | 3 |
Lucia Wealth Services, LLC | 3 | 3 | 0.24% | 0.31% | 0.34% | Q4 2017 | Q2 2018 | 3 |
CR Intrinsic Investors, LLC | 3 | 3 | 0.28% | 0.63% | 0.85% | Q2 2013 | Q4 2013 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q3 2023 | 3 |
FUNDSMITH INVESTMENT SERVICES LTD. | 3 | 3 | 2.20% | 2.30% | 2.49% | Q2 2021 | Q4 2021 | 3 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 3 |
EXANE DERIVATIVES | 3 | 3 | 1.89% | 2.22% | 2.41% | Q4 2014 | Q2 2015 | 3 |
Psagot Value Holdings Ltd. | 3 | 3 | 0.25% | 0.30% | 0.37% | Q3 2015 | Q1 2016 | 3 |
City State Bank | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
WILMINGTON TRUST CO | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 3 |
CANANDAIGUA NATIONAL CORP | 3 | 3 | 0.11% | 0.12% | 0.12% | Q2 2022 | Q4 2022 | 3 |
TEXAS CAPITAL BANCSHARES INC/TX | 3 | 3 | 0.42% | 0.43% | 0.43% | Q1 2022 | Q3 2022 | 3 |
TT International Asset Management LTD | 2 | 1 | 0.46% | 0.54% | 0.60% | Q1 2020 | Q4 2020 | 3 |
Corton Capital Inc. | 3 | 3 | 0.16% | 0.28% | 0.35% | Q1 2023 | Q3 2023 | 3 |
Princeton Global Asset Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Folger Hill Asset Management LP | 3 | 3 | 0.56% | 0.91% | 1.56% | Q2 2017 | Q4 2017 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
ALTERNA WEALTH MANAGEMENT, INC | 2 | 1 | 0.10% | 0.22% | 0.29% | Q4 2018 | Q4 2019 | 3 |
SG Capital Management LLC | 1 | 1 | 2.41% | 2.51% | 2.62% | Q1 2016 | Q2 2023 | 3 |
CenterBook Partners LP | 3 | 3 | 0.24% | 0.36% | 0.48% | Q1 2023 | Q3 2023 | 3 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q4 2021 | 3 |
AFT, FORSYTH & COMPANY, INC. | 3 | 3 | 0.11% | 0.12% | 0.14% | Q2 2021 | Q4 2021 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Bay Harbor Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
First Heartland Consultants, Inc. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 3 |
HIGHLAND CAPITAL MANAGEMENT LP | 2 | 1 | 0.21% | 0.34% | 0.46% | Q1 2015 | Q4 2018 | 3 |
Sanctuary Wealth Management, L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q2 2023 | 3 |
BB&T INVESTMENT SERVICES, INC. | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q4 2017 | 3 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 3 |
Joseph Group Capital Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 3 |
United American Securities Inc. (d/b/a UAS Asset Management) | 2 | 1 | 0.11% | 0.35% | 0.53% | Q3 2019 | Q1 2023 | 3 |
Freedman Financial Associates, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Core Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 3 |
Greenland Capital Management LP | 3 | 3 | 0.10% | 0.11% | 0.11% | Q1 2023 | Q3 2023 | 3 |
COOPER CREEK PARTNERS MANAGEMENT LLC | 2 | 1 | 0.26% | 0.73% | 1.00% | Q4 2022 | Q3 2023 | 3 |
TFB Advisors LLC | 3 | 3 | 0.22% | 0.38% | 0.61% | Q4 2022 | Q2 2023 | 3 |
CATAPULT CAPITAL MANAGEMENT LLC | 3 | 3 | 0.13% | 0.17% | 0.23% | Q2 2013 | Q4 2013 | 3 |
Neo Ivy Capital Management | 1 | 1 | 0.24% | 0.37% | 0.51% | Q2 2019 | Q2 2021 | 3 |
CALDWELL & ORKIN INC | 2 | 1 | 0.63% | 1.44% | 1.86% | Q2 2013 | Q3 2014 | 3 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 3 |
CYNOSURE ADVISORS, LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q4 2017 | Q2 2018 | 3 |
MD Financial Management Inc. | 3 | 3 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q4 2021 | 3 |
NICOLET ADVISORY SERVICES, LLC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q3 2023 | 3 |
SG3 Management, LLC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q3 2022 | 3 |
Thor Advisors, LLC | 1 | 1 | 0.02% | 0.46% | 1.05% | Q1 2019 | Q1 2020 | 3 |
Foundations Investment Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
TODD ASSET MANAGEMENT LLC | 2 | 1 | 0.28% | 0.37% | 0.48% | Q3 2015 | Q1 2017 | 3 |
Lee Capital Holdings LLC | 3 | 3 | 1.37% | 1.56% | 1.84% | Q2 2021 | Q4 2021 | 3 |
CAPITAL GROWTH MANAGEMENT LP | 2 | 1 | 0.59% | 1.10% | 1.89% | Q2 2013 | Q4 2015 | 3 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2017 | 3 |
Verdad Advisers, LP | 2 | 1 | 0.98% | 1.56% | 2.39% | Q3 2021 | Q3 2023 | 3 |
Alexandria Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
PSI Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 3 |
BHF Kleinwort Benson Group S.A. | 3 | 3 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q4 2014 | 3 |
OKABENA INVESTMENT SERVICES INC | 3 | 3 | 0.01% | 0.08% | 0.14% | Q3 2022 | Q1 2023 | 3 |
Schonfeld Group Holdings LLC | 2 | 1 | 0.09% | 0.23% | 0.44% | Q1 2014 | Q4 2015 | 3 |
Fairfax Financial Holdings | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q3 2017 | 3 |
GLG INC. | 3 | 3 | 0.04% | 0.14% | 0.21% | Q2 2013 | Q4 2013 | 3 |
Oxbow Advisors, LLC | 3 | 3 | 0.21% | 0.26% | 0.30% | Q2 2016 | Q4 2016 | 3 |
Optimal Asset Management, Inc. | 3 | 3 | 0.10% | 0.25% | 0.42% | Q4 2019 | Q2 2020 | 3 |
GABLES CAPITAL MANAGEMENT INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
BRAUN STACEY ASSOCIATES INC | 3 | 3 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q4 2020 | 3 |
LMR Master Fund Ltd | 3 | 3 | 0.37% | 0.52% | 0.72% | Q2 2013 | Q4 2013 | 3 |
Revisor Wealth Management LLC | 3 | 3 | 0.23% | 0.27% | 0.30% | Q1 2023 | Q3 2023 | 3 |
NAVELLIER & ASSOCIATES INC | 3 | 3 | 1.03% | 1.25% | 1.41% | Q1 2015 | Q3 2015 | 3 |
Versor Investments LP | 2 | 1 | 0.02% | 0.08% | 0.11% | Q4 2018 | Q3 2023 | 3 |
GROUP ONE TRADING, L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
ENDEX CAPITAL MANAGEMENT LLC | 3 | 3 | 0.14% | 0.15% | 0.16% | Q2 2013 | Q4 2013 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q1 2019 | 3 |
EMINENCE CAPITAL, LP | 3 | 3 | 1.09% | 1.17% | 1.26% | Q1 2023 | Q3 2023 | 3 |
Greystone Managed Investments Inc. | 3 | 3 | 0.26% | 0.29% | 0.34% | Q2 2013 | Q4 2013 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.10% | 0.17% | 0.28% | Q2 2021 | Q3 2023 | 3 |
Prentice Wealth Management LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2021 | Q3 2021 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 3 |
SAYA MANAGEMENT LP | 2 | 1 | 5.27% | 7.25% | 9.22% | Q3 2017 | Q4 2018 | 3 |
CARILLON TOWER ADVISERS, INC. | 3 | 3 | 0.25% | 0.30% | 0.33% | Q4 2017 | Q2 2018 | 3 |
Tradewinds Capital Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
D1 Capital Partners L.P. | 2 | 1 | 4.57% | 5.65% | 7.47% | Q4 2018 | Q4 2022 | 3 |
Empowered Funds, LLC | 3 | 3 | 0.02% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Par Capital Management | 3 | 3 | 0.05% | 0.06% | 0.08% | Q3 2013 | Q1 2014 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Forward Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
Venture Visionary Partners LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2022 | 3 |
Steward Financial Group LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 3 |
West Family Investments, Inc. | 3 | 3 | 0.07% | 0.08% | 0.10% | Q2 2021 | Q4 2021 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 0.20% | 0.22% | 0.24% | Q3 2021 | Q1 2022 | 3 |
JENSEN INVESTMENT MANAGEMENT INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
Alpha DNA Investment Management LLC | 2 | 1 | 0.01% | 0.11% | 0.32% | Q4 2020 | Q3 2023 | 3 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q2 2022 | 3 |
Delta Financial Group, Inc. | 2 | 1 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 3 |
Clearstead Trust, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Governors Lane LP | 1 | 1 | 0.33% | 0.70% | 1.35% | Q3 2022 | Q1 2023 | 3 |
V-Square Quantitative Management LLC | 3 | 3 | 0.31% | 0.34% | 0.38% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 2 | 1 | 0.00% | 0.03% | 0.08% | Q1 2022 | Q1 2023 | 3 |
OSKIE CAPITAL MANAGEMENT, LLC | 3 | 3 | 3.01% | 3.29% | 3.48% | Q1 2017 | Q3 2017 | 3 |
Appian Way Asset Management LP | 1 | 1 | 1.14% | 2.69% | 4.42% | Q1 2020 | Q1 2021 | 3 |
Resolute Wealth Strategies, LLC | 3 | 3 | 0.25% | 0.25% | 0.27% | Q1 2023 | Q3 2023 | 3 |
Global Financial Private Capital, Inc | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2018 | 3 |
Black Swift Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2021 | 3 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.14% | 0.17% | 0.24% | Q4 2021 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
BESSEMER SECURITIES LLC | 3 | 3 | 0.52% | 0.61% | 0.67% | Q1 2023 | Q3 2023 | 3 |
Hosking & Co Ltd | 3 | 3 | 0.56% | 0.59% | 0.61% | Q4 2014 | Q2 2015 | 3 |
WFG Advisors, LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
US FINANCIAL ADVISORS, LLC | 2 | 1 | 0.02% | 0.05% | 0.10% | Q2 2015 | Q4 2021 | 3 |
Boston Common Asset Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Miller Investment Management, LP | 3 | 3 | 0.07% | 0.08% | 0.09% | Q3 2021 | Q1 2022 | 3 |
Tradition Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Fulcrum Asset Management LLP | 3 | 3 | 1.45% | 2.21% | 3.70% | Q2 2020 | Q4 2020 | 3 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 3 | 3 | 0.13% | 0.16% | 0.19% | Q4 2020 | Q2 2021 | 3 |
Covalis Capital LLP | 2 | 1 | 0.52% | 1.45% | 2.21% | Q1 2022 | Q3 2023 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.15% | 0.21% | 0.32% | Q1 2023 | Q3 2023 | 3 |
First Dallas Securities Inc. | 2 | 1 | 0.14% | 0.17% | 0.19% | Q4 2019 | Q3 2022 | 3 |
Briaud Financial Planning, Inc | 2 | 1 | 0.10% | 0.50% | 0.92% | Q3 2020 | Q3 2023 | 3 |
Tiger Eye Capital LLC | 2 | 1 | 0.31% | 2.37% | 4.78% | Q2 2013 | Q4 2014 | 3 |
Endurance Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
XTX Topco Ltd | 1 | 1 | 0.11% | 0.29% | 0.48% | Q2 2021 | Q3 2023 | 3 |
MEANS INVESTMENT CO., INC. | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q4 2021 | 3 |
Benin Management CORP | 3 | 3 | 0.26% | 0.33% | 0.38% | Q1 2023 | Q3 2023 | 3 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 3 | 3 | 0.30% | 0.34% | 0.39% | Q2 2020 | Q4 2020 | 3 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 1 | 1 | 0.08% | 0.13% | 0.19% | Q4 2013 | Q3 2018 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.32% | 0.33% | 0.34% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Moloney Securities Asset Management, LLC | 2 | 1 | 0.06% | 0.11% | 0.15% | Q3 2020 | Q1 2023 | 3 |
DEERE & CO | 3 | 3 | 0.06% | 0.08% | 0.09% | Q1 2016 | Q3 2016 | 3 |
Vantage Investment Partners, LLC | 3 | 3 | 0.21% | 0.45% | 0.60% | Q1 2023 | Q3 2023 | 3 |
Columbia Asset Management | 3 | 3 | 0.07% | 0.17% | 0.22% | Q1 2023 | Q3 2023 | 3 |
BMS Financial Advisors, LLC | 3 | 3 | 0.31% | 0.45% | 0.59% | Q4 2021 | Q2 2022 | 3 |
Capitolis Advisors LLC | 3 | 3 | 0.01% | 0.06% | 0.17% | Q4 2020 | Q2 2021 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.17% | 0.45% | Q2 2015 | Q1 2019 | 3 |
Choate Investment Advisors | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 3 |
Argent Wealth Management LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q4 2019 | Q2 2020 | 3 |
Minot Wealth Management LLC | 3 | 3 | 0.12% | 0.13% | 0.15% | Q2 2021 | Q4 2021 | 3 |
NVWM, LLC | 3 | 3 | 0.20% | 0.22% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Coronation Fund Managers Ltd. | 3 | 3 | 0.11% | 0.14% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Sterling Investment Counsel, LLC | 3 | 3 | 0.25% | 0.28% | 0.34% | Q4 2021 | Q2 2022 | 3 |
MIDAS MANAGEMENT CORP | 3 | 3 | 1.08% | 1.35% | 1.58% | Q4 2016 | Q2 2017 | 3 |
361 CAPITAL LLC | 2 | 1 | 0.12% | 0.26% | 0.47% | Q1 2016 | Q4 2019 | 3 |
WRIGHT INVESTORS SERVICE INC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q4 2020 | 3 |
McAdam, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Elevated Capital Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.10% | Q3 2021 | Q3 2022 | 3 |
Pinkerton Retirement Specialists, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Brown Shipley& Co Ltd | 3 | 3 | 0.14% | 0.16% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Lodge Hill Capital, LLC | 1 | 1 | 1.09% | 2.26% | 3.92% | Q2 2018 | Q2 2019 | 3 |
Johnson & White Wealth Management, LLC | 1 | 1 | 0.20% | 0.22% | 0.23% | Q3 2022 | Q3 2023 | 3 |
Global Wealth Strategies & Associates | 3 | 3 | 0.92% | 0.96% | 1.00% | Q2 2023 | Q4 2023 | 3 |
DT Investment Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Ten Capital Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Texas Capital Bank Wealth Management Services Inc | 3 | 3 | 0.92% | 0.97% | 1.00% | Q1 2022 | Q3 2022 | 3 |
Midwest Financial Group LLC | 3 | 3 | 0.51% | 0.54% | 0.56% | Q1 2023 | Q3 2023 | 3 |
Standard Investments LLC | 3 | 3 | 2.11% | 3.21% | 4.03% | Q4 2016 | Q2 2017 | 3 |
Fifth Third Wealth Advisors LLC | 3 | 3 | 0.12% | 0.13% | 0.15% | Q2 2023 | Q4 2023 | 3 |
TUCKER ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
United Asset Strategies, Inc. | 3 | 3 | 0.10% | 0.10% | 0.11% | Q2 2020 | Q4 2020 | 3 |
HENDLEY & CO INC | 2 | 1 | 0.07% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 3 |
Headlands Technologies LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Gladius Capital Management LP | 3 | 3 | 0.03% | 0.05% | 0.07% | Q4 2021 | Q2 2022 | 3 |
Encompass Capital Advisors LLC | 3 | 3 | 1.72% | 2.15% | 2.60% | Q1 2016 | Q3 2016 | 3 |
Financial & Tax Architects, LLC | 2 | 1 | 1.27% | 1.37% | 1.46% | Q1 2022 | Q3 2023 | 3 |
Trivant Custom Portfolio Group, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Frank, Rimerman Advisors LLC | 3 | 3 | 0.30% | 0.37% | 0.45% | Q3 2021 | Q1 2022 | 3 |
Modera Wealth Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 3 |
Aviance Capital Partners, LLC | 3 | 3 | 0.12% | 0.52% | 0.72% | Q4 2019 | Q2 2020 | 3 |
WEALTHSOURCE PARTNERS, LLC | 2 | 1 | 0.02% | 0.03% | 0.05% | Q3 2018 | Q4 2021 | 3 |
Kopernik Global Investors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Balter Liquid Alternatives, LLC | 1 | 1 | 0.40% | 0.56% | 0.72% | Q1 2017 | Q4 2018 | 2 |
QUANTRES ASSET MANAGEMENT Ltd | 1 | 1 | 0.24% | 0.72% | 1.19% | Q3 2015 | Q3 2018 | 2 |
Bienville Capital Management, LLC | 2 | 2 | 0.04% | 0.05% | 0.07% | Q1 2020 | Q2 2020 | 2 |
Two Creeks Capital Management, LP | 2 | 2 | 2.57% | 6.73% | 10.90% | Q4 2015 | Q1 2016 | 2 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Virtus ETF Advisers LLC | 1 | 1 | 0.03% | 0.27% | 0.52% | Q4 2017 | Q2 2023 | 2 |
ACCIDENT COMPENSATION CORP | 2 | 2 | 0.08% | 0.11% | 0.15% | Q3 2016 | Q4 2016 | 2 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q2 2015 | 2 |
Blue Fin Capital, Inc. | 2 | 2 | 0.06% | 0.08% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Community Bank, N.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
TCG Advisors, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Acrospire Investment Management LLC | 1 | 1 | 0.04% | 0.10% | 0.16% | Q1 2016 | Q2 2017 | 2 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 2 |
ShearLink Capital, LLC | 2 | 2 | 3.79% | 5.79% | 7.79% | Q1 2017 | Q2 2017 | 2 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q4 2017 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Alpha Family Trust | 2 | 2 | 0.15% | 0.15% | 0.16% | Q2 2023 | Q3 2023 | 2 |
BRASADA CAPITAL MANAGEMENT, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.06% | 0.08% | 0.09% | Q2 2013 | Q3 2015 | 2 |
RIVULET CAPITAL, LLC | 2 | 2 | 5.20% | 5.23% | 5.26% | Q2 2023 | Q3 2023 | 2 |
Bollard Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Spark Investment Management LLC | 1 | 1 | 0.14% | 0.21% | 0.27% | Q3 2015 | Q4 2019 | 2 |
St. Louis Trust Co | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2017 | Q1 2018 | 2 |
Signition LP | 2 | 2 | 0.31% | 0.39% | 0.47% | Q4 2017 | Q1 2018 | 2 |
Column Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 2 |
Venturi Wealth Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 2 |
WealthStone, Inc. | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2020 | Q1 2021 | 2 |
Frontier Wealth Management LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2018 | Q2 2018 | 2 |
Well Done, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q4 2018 | 2 |
CWA Asset Management Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Morningstar Investment Management LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Silicon Valley Capital Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
GRS Advisors, LLC | 2 | 2 | 2.12% | 3.03% | 3.94% | Q3 2015 | Q4 2015 | 2 |
Catamount Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
PERSONAL CFO SOLUTIONS, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2016 | Q3 2016 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2023 | 2 |
FORESTERS ASSET MANAGEMENT INC. | 2 | 2 | 0.29% | 0.29% | 0.30% | Q2 2016 | Q3 2016 | 2 |
Visionary Asset Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.07% | Q4 2017 | Q3 2018 | 2 |
Knights of Columbus Asset Advisors LLC | 2 | 2 | 0.24% | 0.25% | 0.26% | Q4 2020 | Q1 2021 | 2 |
Kames Capital Management Ltd | 2 | 2 | 0.03% | 0.05% | 0.06% | Q3 2014 | Q4 2014 | 2 |
Norway Savings Bank | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
MKD WEALTH COACHES, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 2 |
Omnia Family Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
J.Safra Asset Management Corp | 1 | 1 | 0.00% | 0.18% | 0.35% | Q4 2015 | Q1 2022 | 2 |
HCR Wealth Advisors | 1 | 1 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 2 |
MKP Capital Management, L.L.C. | 2 | 2 | 1.64% | 2.20% | 2.76% | Q2 2020 | Q3 2020 | 2 |
ICICI Prudential Asset Management Co Ltd | 2 | 2 | 0.75% | 0.79% | 0.82% | Q3 2021 | Q4 2021 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2014 | Q3 2014 | 2 |
Donoghue Forlines LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2017 | Q3 2018 | 2 |
Bluefin Trading, LLC | 2 | 2 | 0.05% | 0.14% | 0.22% | Q2 2013 | Q3 2013 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Talara Capital Management, LLC | 1 | 1 | 1.98% | 1.99% | 2.01% | Q1 2014 | Q4 2014 | 2 |
THAMES CAPITAL MANAGEMENT LLC | 1 | 1 | 2.69% | 2.78% | 2.87% | Q4 2017 | Q1 2019 | 2 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.37% | 0.48% | 0.60% | Q4 2019 | Q4 2020 | 2 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.10% | 0.12% | 0.15% | Q1 2017 | Q3 2019 | 2 |
ARGI Investment Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 2 |
Long Oar Global Investors, LLC | 2 | 2 | 6.26% | 7.64% | 9.01% | Q4 2014 | Q1 2015 | 2 |
Centenus Global Management, LP | 1 | 1 | 0.63% | 0.92% | 1.20% | Q4 2018 | Q1 2020 | 2 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q2 2021 | 2 |
Vollero Beach Capital Partners LLC | 2 | 2 | 0.95% | 1.12% | 1.28% | Q1 2016 | Q2 2016 | 2 |
Meru Capital Group, LP | 1 | 1 | 0.41% | 0.74% | 1.08% | Q2 2016 | Q1 2017 | 2 |
Holistic Financial Partners | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q1 2018 | 2 |
Claybrook Capital, LLC | 1 | 1 | 0.01% | 0.18% | 0.35% | Q4 2018 | Q2 2021 | 2 |
Hanlon Investment Management, Inc. | 2 | 2 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q4 2020 | 2 |
Clarus Wealth Advisors | 2 | 2 | 0.27% | 0.28% | 0.29% | Q3 2021 | Q4 2021 | 2 |
Banco de Sabadell, S.A | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2020 | Q3 2020 | 2 |
Independence Bank of Kentucky | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
6 Meridian | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Titus Wealth Management | 2 | 2 | 0.11% | 0.11% | 0.12% | Q3 2021 | Q4 2021 | 2 |
Burleson & Company, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Nikko Asset Management Americas, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
LFA - Lugano Financial Advisors SA | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q4 2018 | 2 |
Manatuck Hill Partners, LLC | 1 | 1 | 0.75% | 0.80% | 0.86% | Q1 2021 | Q3 2023 | 2 |
Facet Wealth, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
COWEN INC. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q2 2015 | 2 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 2 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
OPTIMAS CAPITAL Ltd | 2 | 2 | 2.86% | 3.92% | 4.97% | Q3 2022 | Q4 2022 | 2 |
MorganRosel Wealth Management, LLC | 2 | 2 | 0.44% | 0.45% | 0.46% | Q3 2020 | Q4 2020 | 2 |
Yaupon Capital Management LP | 1 | 1 | 0.50% | 0.54% | 0.59% | Q1 2023 | Q3 2023 | 2 |
First Allied Asset Management, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q1 2015 | 2 |
Laurel Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q1 2019 | 2 |
KSA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.87% | 1.30% | 1.73% | Q1 2016 | Q3 2016 | 2 |
Indices-Pac Research Corp. | 1 | 1 | 0.14% | 0.35% | 0.56% | Q2 2013 | Q4 2013 | 2 |
Advisory Resource Group | 2 | 2 | 0.24% | 0.24% | 0.24% | Q1 2021 | Q2 2021 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 2 |
Qsemble Capital Management, LP | 2 | 2 | 0.22% | 0.50% | 0.78% | Q2 2023 | Q3 2023 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q1 2019 | 2 |
CQS Cayman LP | 1 | 1 | 0.11% | 0.49% | 0.88% | Q4 2013 | Q4 2014 | 2 |
LAKE STREET FINANCIAL LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q1 2022 | 2 |
PCJ Investment Counsel Ltd. | 2 | 2 | 0.39% | 0.48% | 0.57% | Q3 2019 | Q4 2019 | 2 |
Perella Weinberg Partners Capital Management LP | 2 | 2 | 0.59% | 0.60% | 0.62% | Q3 2017 | Q4 2017 | 2 |
CADIAN CAPITAL MANAGEMENT, LP | 2 | 2 | 0.12% | 0.41% | 0.69% | Q2 2013 | Q3 2013 | 2 |
SAMLYN CAPITAL, LLC | 1 | 1 | 0.12% | 0.15% | 0.18% | Q2 2018 | Q3 2022 | 2 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 2 |
Chimera Capital Management LLC | 1 | 1 | 0.63% | 0.70% | 0.76% | Q3 2022 | Q1 2023 | 2 |
Beck Bode, LLC | 1 | 1 | 0.88% | 1.05% | 1.22% | Q4 2022 | Q3 2023 | 2 |
Fiduciary Planning LLC | 2 | 2 | 0.54% | 0.70% | 0.86% | Q2 2021 | Q3 2021 | 2 |
Graypoint LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
DIALECTIC CAPITAL MANAGEMENT, LP | 1 | 1 | 0.51% | 0.53% | 0.55% | Q2 2013 | Q1 2016 | 2 |
Fiera Capital Inc. | 2 | 2 | 1.54% | 1.59% | 1.64% | Q2 2013 | Q3 2013 | 2 |
GANTZERT INVESTMENT CO LLC /ADV | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
TradeLink Global Equity LLC | 1 | 1 | 0.04% | 0.06% | 0.08% | Q3 2013 | Q2 2014 | 2 |
Great Lakes Retirement, Inc. | 2 | 2 | 0.09% | 0.10% | 0.11% | Q4 2019 | Q1 2020 | 2 |
CWS Financial Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Man Investments Ltd | 2 | 2 | 0.05% | 0.06% | 0.08% | Q1 2014 | Q2 2014 | 2 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q4 2021 | 2 |
Danda Trouve Investment Management, Inc. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2020 | 2 |
Truadvice, LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q1 2023 | Q2 2023 | 2 |
Paragon Capital Management LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q2 2019 | 2 |
ClariVest Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 2 |
Fundsmith Long/Short Master Fund | 2 | 2 | 2.17% | 2.19% | 2.21% | Q4 2020 | Q1 2021 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.18% | 0.25% | 0.32% | Q3 2020 | Q3 2023 | 2 |
Hickory Lane Capital Management LP | 1 | 1 | 1.80% | 2.79% | 3.78% | Q4 2020 | Q2 2021 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
Alpha Paradigm Partners, LLC | 1 | 1 | 0.02% | 0.09% | 0.16% | Q1 2022 | Q3 2022 | 2 |
First Pacific Advisors, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Sage Mountain Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Tabor Asset Management, LP | 1 | 1 | 0.99% | 1.02% | 1.05% | Q3 2022 | Q2 2023 | 2 |
GoalVest Advisory LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Clearview Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
InterOcean Capital Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
IVC Wealth Advisors LLC | 2 | 2 | 0.14% | 0.15% | 0.17% | Q3 2021 | Q4 2021 | 2 |
Latitude Advisors, LLC | 2 | 2 | 0.10% | 0.11% | 0.13% | Q3 2021 | Q4 2021 | 2 |
BlueCrest Capital Management LLP | 2 | 2 | 0.05% | 0.11% | 0.17% | Q3 2013 | Q4 2013 | 2 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 2 |
Golden State Equity Partners | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Palumbo Wealth Management LLC | 2 | 2 | 0.45% | 0.49% | 0.54% | Q2 2023 | Q3 2023 | 2 |
Eisler Capital (UK) Ltd. | 1 | 1 | 0.06% | 0.14% | 0.21% | Q1 2021 | Q1 2021 | 2 |
DEFINED WEALTH MANAGEMENT, LLC | 2 | 2 | 0.19% | 0.20% | 0.20% | Q2 2023 | Q3 2023 | 2 |
WCG Wealth Advisors LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
MANE GLOBAL CAPITAL MANAGEMENT LP | 1 | 1 | 0.62% | 1.81% | 2.99% | Q2 2022 | Q2 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Koss-Olinger Consulting, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Pallas Capital Advisors LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q2 2021 | 2 |
Heartland Bank & Trust Co | 2 | 2 | 0.21% | 0.22% | 0.22% | Q4 2020 | Q1 2021 | 2 |
AM Squared Ltd | 2 | 2 | 0.05% | 0.10% | 0.14% | Q4 2022 | Q1 2023 | 2 |
Financial Planners of Cleveland, Inc. | 2 | 2 | 1.44% | 1.69% | 1.93% | Q4 2021 | Q1 2022 | 2 |
Herold Advisors, Inc. | 2 | 2 | 0.62% | 0.70% | 0.78% | Q3 2021 | Q4 2021 | 2 |
LTS One Management LP | 2 | 2 | 3.59% | 4.04% | 4.48% | Q2 2023 | Q3 2023 | 2 |
Waypoint Capital Advisors, LLC | 2 | 2 | 0.13% | 0.14% | 0.16% | Q4 2021 | Q1 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
TCWP LLC | 2 | 2 | 0.02% | 0.53% | 1.04% | Q1 2022 | Q2 2022 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.05% | 0.07% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Canoe Financial LP | 2 | 2 | 0.93% | 1.29% | 1.64% | Q1 2023 | Q2 2023 | 2 |
CTC Capital Management, LLC | 1 | 1 | 0.54% | 0.56% | 0.59% | Q1 2022 | Q3 2022 | 2 |
Settian Capital LP | 2 | 2 | 3.40% | 3.85% | 4.30% | Q4 2021 | Q1 2022 | 2 |
Carroll Investors, Inc | 2 | 2 | 0.03% | 0.05% | 0.07% | Q4 2021 | Q1 2022 | 2 |
AXQ CAPITAL, LP | 1 | 1 | 0.19% | 0.42% | 0.64% | Q1 2023 | Q3 2023 | 2 |
PROVENCE WEALTH MANAGEMENT GROUP | 2 | 2 | 0.13% | 0.15% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
FORVIS Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
DAYMARK WEALTH PARTNERS, LLC | 2 | 2 | 0.44% | 0.45% | 0.45% | Q2 2023 | Q3 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.07% | 0.09% | 0.12% | Q4 2022 | Q1 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.04% | 0.07% | 0.10% | Q2 2023 | Q3 2023 | 2 |
OFI INVEST ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.11% | 0.14% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Clio Asset Management LLC | 2 | 2 | 9.20% | 10.38% | 11.55% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
INVESCO, LLC | 2 | 2 | 3.44% | 3.46% | 3.49% | Q2 2023 | Q3 2023 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Copper Rock Capital Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Pergamon Offshore Advisors, L.P. | 2 | 2 | 0.42% | 0.52% | 0.62% | Q2 2015 | Q3 2015 | 2 |
Equitable Holdings, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SAROFIM FAYEZ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2013 | 2 |
Bowling Portfolio Management LLC | 2 | 2 | 0.29% | 0.29% | 0.29% | Q3 2020 | Q4 2020 | 2 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Avalon Global Asset Management LLC | 2 | 2 | 1.48% | 1.49% | 1.51% | Q2 2023 | Q3 2023 | 2 |
Trellus Management Company, LLC | 2 | 2 | 1.60% | 1.79% | 1.98% | Q3 2016 | Q4 2016 | 2 |
JACOB ASSET MANAGEMENT OF NEW YORK LLC | 2 | 2 | 0.27% | 0.28% | 0.29% | Q2 2013 | Q3 2013 | 2 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
JET CAPITAL INVESTORS L P | 2 | 2 | 6.41% | 6.58% | 6.75% | Q3 2013 | Q4 2013 | 2 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.16% | 0.24% | 0.33% | Q2 2013 | Q4 2013 | 2 |
TIFF ADVISORY SERVICES, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q3 2013 | 2 |
STEADFAST CAPITAL MANAGEMENT LP | 1 | 1 | 0.04% | 0.05% | 0.07% | Q4 2019 | Q3 2020 | 2 |
CIM INVESTMENT MANAGEMENT INC | 2 | 2 | 0.60% | 0.61% | 0.63% | Q3 2013 | Q4 2013 | 2 |
SIGMA CAPITAL MANAGEMENT LLC | 1 | 1 | 0.73% | 0.92% | 1.11% | Q2 2013 | Q1 2014 | 2 |
HOWARD HUGHES MEDICAL INSTITUTE | 2 | 2 | 0.30% | 0.61% | 0.93% | Q1 2016 | Q2 2016 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
GREENWOOD CAPITAL ASSOCIATES LLC | 2 | 2 | 0.08% | 0.11% | 0.15% | Q3 2022 | Q4 2022 | 2 |
JANA PARTNERS LLC | 2 | 2 | 1.85% | 2.81% | 3.78% | Q1 2017 | Q2 2017 | 2 |
LEO BROKERAGE, LLC | 2 | 2 | 0.13% | 0.24% | 0.35% | Q4 2020 | Q1 2021 | 2 |
QUEST CAPITAL MANAGEMENT INC /ADV | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q4 2021 | 2 |
ZWJ INVESTMENT COUNSEL INC | 2 | 2 | 0.02% | 0.03% | 0.05% | Q3 2017 | Q4 2017 | 2 |
BBVA USA | 2 | 2 | 0.18% | 0.19% | 0.20% | Q2 2021 | Q3 2021 | 2 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 2 | 2 | 0.77% | 0.86% | 0.95% | Q2 2020 | Q3 2020 | 2 |
JUMP TRADING, LLC | 1 | 1 | 0.02% | 0.22% | 0.42% | Q2 2019 | Q2 2020 | 2 |
SELECT EQUITY GROUP INC | 2 | 2 | 3.23% | 3.64% | 4.05% | Q2 2013 | Q3 2013 | 2 |
Bank Pictet & Cie (Europe) AG | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2022 | 2 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 2 | 2 | 0.09% | 0.10% | 0.12% | Q2 2013 | Q3 2013 | 2 |
L.M. KOHN & COMPANY | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
LYNCH & ASSOCIATES/IN | 2 | 2 | 0.26% | 0.30% | 0.35% | Q3 2023 | Q4 2023 | 2 |
WEST CHESTER CAPITAL ADVISORS, INC | 2 | 2 | 0.38% | 0.41% | 0.44% | Q4 2017 | Q1 2018 | 2 |
SCOGGIN MANAGEMENT LP | 1 | 1 | 0.20% | 0.26% | 0.32% | Q1 2019 | Q3 2019 | 2 |
RS INVESTMENT MANAGEMENT CO LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2015 | Q2 2015 | 2 |
BIRINYI ASSOCIATES INC | 2 | 2 | 0.45% | 0.53% | 0.61% | Q3 2016 | Q4 2016 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 2.28% | 2.34% | 2.40% | Q1 2021 | Q2 2021 | 2 |
ADVISORY RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2016 | 2 |
American Beacon Advisors, Inc. | 2 | 2 | 1.39% | 1.46% | 1.53% | Q1 2017 | Q2 2017 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.04% | 0.08% | 0.12% | Q2 2013 | Q3 2013 | 2 |
WAFRA INC. | 2 | 2 | 1.53% | 1.60% | 1.68% | Q4 2014 | Q1 2015 | 2 |
M&R CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
HUTCHENS INVESTMENT MANAGEMENT INC | 2 | 2 | 0.00% | 0.44% | 0.87% | Q3 2017 | Q4 2017 | 2 |
TOEWS CORP /ADV | 1 | 1 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q1 2022 | 2 |
DF DENT & CO INC | 2 | 2 | 0.45% | 0.48% | 0.50% | Q2 2023 | Q3 2023 | 2 |
ADVENT INTERNATIONAL, L.P. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2017 | Q2 2017 | 2 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2013 | Q3 2013 | 2 |
Aristides Capital LLC | 2 | 2 | 0.14% | 0.20% | 0.27% | Q3 2020 | Q4 2020 | 2 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.30% | 0.39% | 0.48% | Q3 2015 | Q2 2018 | 2 |
Advisors Preferred, LLC | 1 | 1 | 0.04% | 0.06% | 0.09% | Q2 2020 | Q1 2022 | 2 |
Wunderlich Capital Managemnt | 2 | 2 | 0.40% | 0.40% | 0.41% | Q2 2018 | Q3 2018 | 2 |
Covenant Multifamily Offices, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q3 2021 | 2 |
JACOBS & CO/CA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 1.20% | 1.20% | 1.20% | Q3 2023 | Q3 2023 | 1 |
UNION SAVINGS BANK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
INVENIO WEALTH PARTNERS LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2023 | Q2 2023 | 1 |
Harvest Investment Services, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2021 | Q3 2021 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2015 | Q1 2015 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Kerrisdale Advisers, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2022 | Q3 2022 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Financiere des Professionnels - Fonds d,investissement inc. | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Annapolis Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
United Community Bank | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
B, B, H, & B INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
TCG Advisory Services, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
Financial Planning & Information Services, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Hillsdale Investment Management Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
LOWE BROCKENBROUGH & CO INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
GUYASUTA INVESTMENT ADVISORS INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
Resolute Capital Asset Partners LLC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q3 2023 | Q3 2023 | 1 |
Wealth Advisory Solutions, LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q1 2021 | Q1 2021 | 1 |
F/M Investments LLC | 1 | 1 | 1.57% | 1.57% | 1.57% | Q4 2022 | Q4 2022 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Fernwood Investment Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2019 | Q3 2019 | 1 |
Ironwood Investment Counsel, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 1.61% | 1.61% | 1.61% | Q4 2018 | Q4 2018 | 1 |
QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Stux Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2014 | Q1 2014 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.78% | 0.78% | 0.78% | Q1 2021 | Q1 2021 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2022 | Q3 2022 | 1 |
MIZUHO MARKETS AMERICAS LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2023 | Q1 2023 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
Fox Point Capital Management LLC | 1 | 1 | 2.02% | 2.02% | 2.02% | Q2 2013 | Q2 2013 | 1 |
Masterton Capital Management, LP | 1 | 1 | 5.22% | 5.22% | 5.22% | Q3 2022 | Q3 2022 | 1 |
1st Global Advisors, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2015 | Q3 2015 | 1 |
S.A.C. GLOBAL INVESTORS, LLP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2013 | Q3 2013 | 1 |
Elequin Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Impala Asset Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2013 | Q2 2013 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Zebra Capital Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2019 | Q2 2019 | 1 |
Systematic Alpha Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Aspen Grove Capital, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2023 | Q2 2023 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
HIGHSIDE GLOBAL MANAGEMENT LLC | 1 | 1 | 3.94% | 3.94% | 3.94% | Q4 2019 | Q4 2019 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
ZEVIN ASSET MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Fortis Capital Management LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2021 | Q1 2021 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Hills Bank & Trust Co | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
AMJ Financial Wealth Management | 1 | 1 | 2.69% | 2.69% | 2.69% | Q4 2019 | Q4 2019 | 1 |
America First Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Symphony Financial, Ltd. Co. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Bornite Capital Management LP | 1 | 1 | 3.08% | 3.08% | 3.08% | Q2 2023 | Q2 2023 | 1 |
Laidlaw Wealth Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
PECONIC PARTNERS LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2017 | Q2 2017 | 1 |
Investors Financial Group, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2020 | Q1 2020 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
NEVILLE RODIE & SHAW INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
General Partner, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Detalus Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Flat Footed LLC | 1 | 1 | 1.52% | 1.52% | 1.52% | Q2 2022 | Q2 2022 | 1 |
CBIZ Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
TRUE SIGNAL LP | 1 | 1 | 5.70% | 5.70% | 5.70% | Q4 2022 | Q4 2022 | 1 |
Serengeti Asset Management LP | 1 | 1 | 0.73% | 0.73% | 0.73% | Q2 2014 | Q2 2014 | 1 |
Olympiad Research LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2020 | Q3 2020 | 1 |
MIK Capital, LP | 1 | 1 | 3.81% | 3.81% | 3.81% | Q2 2020 | Q2 2020 | 1 |
Apriem Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Rothschild & Co Wealth Management UK Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
OVERSEA-CHINESE BANKING Corp Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Laird Norton Wetherby Trust Company, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Wallington Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
DECADE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2013 | Q2 2013 | 1 |
Sagefield Capital LP | 1 | 1 | 1.50% | 1.50% | 1.50% | Q3 2023 | Q3 2023 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
Ada Investment Management, LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2015 | Q4 2015 | 1 |
Northside Capital Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2017 | Q1 2017 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2016 | Q3 2016 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Arvest Bank Trust Division | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
OLD REPUBLIC INTERNATIONAL CORP | 1 | 1 | 0.67% | 0.67% | 0.67% | Q1 2014 | Q1 2014 | 1 |
Aspire Private Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Financial Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Brookfield Public Securities Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
COMMUNITY TRUST & INVESTMENT CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
DELTEC ASSET MANAGEMENT LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q1 2023 | Q1 2023 | 1 |
CAMDEN NATIONAL CORP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Overbrook Management Corp | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Unified Trust Company, N.A. | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2021 | Q3 2021 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
RONALD BLUE & CO LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
OTTER CREEK MANAGEMENT INC | 1 | 1 | 1.89% | 1.89% | 1.89% | Q2 2014 | Q2 2014 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
LUPO SECURITIES, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2015 | Q1 2015 | 1 |
EMERALD ADVISERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2018 | Q2 2018 | 1 |
Jade Capital Advisors, LLC | 1 | 1 | 2.81% | 2.81% | 2.81% | Q3 2020 | Q3 2020 | 1 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2018 | Q4 2018 | 1 |
Delta Investment Management, LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q4 2019 | Q4 2019 | 1 |
CHEMUNG CANAL TRUST CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Mount Lucas Management LP | 1 | 1 | 0.68% | 0.68% | 0.68% | Q2 2013 | Q2 2013 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Cerebellum GP, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Leonard Green & Partners, L.P. | 1 | 1 | 0.75% | 0.75% | 0.75% | Q2 2020 | Q2 2020 | 1 |
Power Corp of Canada | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
One68 Global Capital, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q1 2023 | Q1 2023 | 1 |
BOSTON PRIVATE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Next Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
PRINCETON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
WEST BANCORPORATION INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Sepio Capital, LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
MPAM CREDIT TRADING PARTNERS L.P. | 1 | 1 | 5.65% | 5.65% | 5.65% | Q3 2015 | Q3 2015 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SCOUT INVESTMENTS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FARR MILLER & WASHINGTON LLC/DC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
HOLLENCREST CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 1.27% | 1.27% | 1.27% | Q4 2022 | Q4 2022 | 1 |
CULLINAN ASSOCIATES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Stewardship Financial Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
Pflug Koory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Rosenbaum Jay D. | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2021 | Q4 2021 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
ISLAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Voleon Capital Management LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2019 | Q2 2019 | 1 |
WMS Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
CAMPBELL CAPITAL MANAGEMENT INC | 1 | 1 | 2.53% | 2.53% | 2.53% | Q1 2022 | Q1 2022 | 1 |
EdgePoint Investment Group Inc. | 1 | 1 | 3.58% | 3.58% | 3.58% | Q2 2018 | Q2 2018 | 1 |
Signature Wealth Management Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
USAdvisors Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
HENNESSY ADVISORS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
CRAWFORD INVESTMENT COUNSEL INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
AlphaOne Investment Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Avitas Wealth Management LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2022 | Q2 2022 | 1 |
Rossmore Private Capital | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q4 2017 | 1 |
Anandar Capital Management LP | 1 | 1 | 3.07% | 3.07% | 3.07% | Q4 2014 | Q4 2014 | 1 |
CAZENOVE CAPITAL MANAGEMENT LTD | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2013 | Q2 2013 | 1 |
Hilltop Park Associates LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2013 | Q3 2013 | 1 |
Rock Creek Group, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Coatue Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
MANA Advisors LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q1 2019 | Q1 2019 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
KELLEHER FINANCIAL ADVISORS | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2016 | Q1 2016 | 1 |
Kepos Capital LP | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2019 | Q2 2019 | 1 |
Gardner Russo & Gardner | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NAPLES GLOBAL ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Townsend & Associates, Inc | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2018 | Q3 2018 | 1 |
Boussard & Gavaudan Investment Management LLP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2014 | Q4 2014 | 1 |
IFG Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Junto Capital Management LP | 1 | 1 | 3.02% | 3.02% | 3.02% | Q4 2018 | Q4 2018 | 1 |
Amiya Capital LLP | 1 | 1 | 4.51% | 4.51% | 4.51% | Q3 2015 | Q3 2015 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2016 | Q2 2016 | 1 |
Shay Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Moreno Evelyn V | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Capital Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Main Street Research LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
Islet Management, LP | 1 | 1 | 1.03% | 1.03% | 1.03% | Q3 2019 | Q3 2019 | 1 |
Formidable Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
EA Series Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Sturgeon Ventures LLP | 1 | 1 | 2.97% | 2.97% | 2.97% | Q4 2017 | Q4 2017 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
GQ Asset Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2019 | Q4 2019 | 1 |
RAIFF PARTNERS INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2016 | Q4 2016 | 1 |
Metatron Capital SICAV plc | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2023 | Q2 2023 | 1 |
XTX MARKETS LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q1 2020 | Q1 2020 | 1 |
KKR Credit Advisors (US) LLC | 1 | 1 | 4.09% | 4.09% | 4.09% | Q2 2013 | Q2 2013 | 1 |
Jump Trading, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2019 | Q1 2019 | 1 |
Pelorus Jack Capital, L.P. | 1 | 1 | 0.71% | 0.71% | 0.71% | Q4 2017 | Q4 2017 | 1 |
BFSG, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Parkside Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Bay Street Capital Partners LLC | 1 | 1 | 4.68% | 4.68% | 4.68% | Q4 2017 | Q4 2017 | 1 |
Scoria Capital Partners LP | 1 | 1 | 1.80% | 1.80% | 1.80% | Q4 2015 | Q4 2015 | 1 |
Varma Mutual Pension Insurance Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
ADVENT CAPITAL MANAGEMENT /DE/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CHURCHILL MANAGEMENT Corp | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
TRILLIUM ASSET MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
SMITH ASSET MANAGEMENT GROUP LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Pacific Center for Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
MRA Associates USA LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2019 | Q2 2019 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
Radnor Capital Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
ARVEST TRUST CO N A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Forefront Analytics, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Crestline Management, LP | 1 | 1 | 1.02% | 1.02% | 1.02% | Q3 2017 | Q3 2017 | 1 |
MARIANAS FUND MANAGEMENT LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2016 | Q4 2016 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2016 | Q1 2016 | 1 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2019 | Q3 2019 | 1 |
Asset Planning Services, Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q2 2015 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
ASTER INVESTMENT MANAGEMENT CO INC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2013 | Q2 2013 | 1 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
EULAV Asset Management | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2013 | Q2 2013 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Glaxis Capital Management, LLC | 1 | 1 | 4.53% | 4.53% | 4.53% | Q3 2017 | Q3 2017 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Greenlight Capital | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2018 | Q3 2018 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
1060 Capital, LLC | 1 | 1 | 9.98% | 9.98% | 9.98% | Q2 2023 | Q2 2023 | 1 |
Cranbrook Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
OLD SECOND NATIONAL BANK OF AURORA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2017 | Q2 2017 | 1 |
Tappan Street Partners LLC | 1 | 1 | 1.62% | 1.62% | 1.62% | Q4 2015 | Q4 2015 | 1 |
Blue Rock Advisors, LLC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q2 2018 | Q2 2018 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Eos Management, L.P. | 1 | 1 | 1.24% | 1.24% | 1.24% | Q1 2023 | Q1 2023 | 1 |
HOME FEDERAL BANK OF TENNESSEE | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q1 2021 | 1 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 1 | 1 | 1.69% | 1.69% | 1.69% | Q3 2017 | Q3 2017 | 1 |
GRATIA CAPITAL, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2017 | Q4 2017 | 1 |
CMH Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
First Affirmative Financial Network | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
SNS Financial Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q3 2019 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2017 | Q1 2017 | 1 |
PRECISION PATH CAPITAL, LP | 1 | 1 | 3.72% | 3.72% | 3.72% | Q3 2018 | Q3 2018 | 1 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
LGL PARTNERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
MCKINLEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
FFT WEALTH MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Signator Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q1 2013 | 1 |
DSAM Partners (London) Ltd | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2017 | Q1 2017 | 1 |
Court Place Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Capital Wealth Planning, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2014 | Q2 2014 | 1 |
FIRST NIAGARA BANK | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Lone Pine Capital | 1 | 1 | 1.55% | 1.55% | 1.55% | Q2 2016 | Q2 2016 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Hamilton Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Cape Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WealthPlan Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Range Financial Group LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Alpha Square Group S LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2023 | Q1 2023 | 1 |
Mason & Associates Inc | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Nvest Financial, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2022 | Q1 2022 | 1 |
Nilsine Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
COMMONS CAPITAL, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
Ethos Financial Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Sterling Ridge Capital Management LP | 1 | 1 | 1.66% | 1.66% | 1.66% | Q1 2016 | Q1 2016 | 1 |
Ulland Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
BLUE ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2013 | Q4 2013 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
LGT Group Foundation | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Waverly Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
DoubleLine ETF Adviser LP | 1 | 1 | 1.71% | 1.71% | 1.71% | Q2 2023 | Q2 2023 | 1 |
Kula Investments, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2023 | Q1 2023 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Bangor Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Operose Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Echo45 Advisors LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Claremont Financial Group, Inc. | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2022 | Q1 2022 | 1 |
Manhattan West Asset Management, LLC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q4 2021 | Q4 2021 | 1 |
AVAII WEALTH MANAGEMENT, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2021 | Q4 2021 | 1 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Delphia (USA) Inc. | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2023 | Q2 2023 | 1 |
Vahanian & Associates Financial Planning Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
TradeLink Capital LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q3 2015 | Q3 2015 | 1 |
WIN ADVISORS, INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
EMERALD MUTUAL FUND ADVISERS TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Gitterman Wealth Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2021 | Q3 2021 | 1 |
O'Neil Global Advisors, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2022 | Q1 2022 | 1 |
PINNBROOK CAPITAL MANAGEMENT LP | 1 | 1 | 0.92% | 0.92% | 0.92% | Q2 2023 | Q2 2023 | 1 |
Everhart Financial Group, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.71% | 1.71% | 1.71% | Q4 2016 | Q4 2016 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Elgethun Capital Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Orion Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
PFG Investments, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Opal Wealth Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
Whitnell & Co. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2023 | Q2 2023 | 1 |
Allegheny Financial Group LTD | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2020 | Q4 2020 | 1 |
Genesis Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2020 | Q2 2020 | 1 |
SOLARIS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
External links
This page lists all the filers that currently own SHERWIN WILLIAMS CO or have owned SHERWIN WILLIAMS CO in the past.