Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.08% | Q1 2012 | Q3 2023 | 131 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 124 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.03% | 0.19% | Q2 2013 | Q3 2023 | 114 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.02% | 0.18% | Q2 2013 | Q3 2023 | 114 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 110 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 110 |
Parallax Volatility Advisers, L.P. | 41 | 41 | 0.00% | 0.02% | 0.14% | Q3 2013 | Q3 2023 | 107 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 103 |
Citadel Advisors | 29 | 12 | 0.00% | 0.02% | 0.18% | Q2 2013 | Q3 2023 | 99 |
JANE STREET GROUP, LLC | 39 | 39 | 0.00% | 0.02% | 0.22% | Q1 2014 | Q3 2023 | 96 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.03% | 0.25% | Q4 2015 | Q3 2023 | 94 |
CAPITAL FUND MANAGEMENT S.A. | 19 | 3 | 0.00% | 0.10% | 0.67% | Q2 2013 | Q3 2023 | 89 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2023 | 88 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.03% | 0.10% | Q1 2012 | Q3 2023 | 87 |
WOLVERINE TRADING, LLC | 30 | 30 | 0.00% | 0.02% | 0.09% | Q2 2016 | Q3 2023 | 86 |
TWO SIGMA INVESTMENTS, LP | 18 | 3 | 0.00% | 0.05% | 0.47% | Q4 2013 | Q3 2023 | 85 |
BNP PARIBAS FINANCIAL MARKETS | 37 | 4 | 0.00% | 0.06% | 0.44% | Q2 2013 | Q3 2023 | 82 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.02% | 0.06% | Q1 2013 | Q3 2023 | 75 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 72 |
HAP Trading, LLC | 25 | 1 | 0.00% | 0.07% | 0.92% | Q2 2013 | Q3 2023 | 70 |
MILLENNIUM MANAGEMENT LLC | 26 | 15 | 0.00% | 0.06% | 0.39% | Q2 2013 | Q3 2023 | 69 |
CAPSTONE INVESTMENT ADVISORS, LLC | 22 | 2 | 0.00% | 0.02% | 0.12% | Q4 2015 | Q3 2023 | 63 |
TWO SIGMA SECURITIES, LLC | 10 | 2 | 0.00% | 0.03% | 0.14% | Q2 2016 | Q3 2023 | 61 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.04% | 0.30% | Q2 2013 | Q2 2018 | 59 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.02% | 0.08% | Q3 2018 | Q3 2023 | 59 |
NOMURA HOLDINGS INC | 25 | 1 | 0.00% | 0.01% | 0.10% | Q4 2012 | Q3 2023 | 59 |
GLENMEDE TRUST CO NA | 45 | 4 | 0.01% | 0.19% | 0.60% | Q1 2008 | Q3 2023 | 57 |
HUNTINGTON NATIONAL BANK | 36 | 20 | 0.00% | 0.00% | 0.01% | Q1 2009 | Q3 2023 | 56 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 56 |
WOLVERINE ASSET MANAGEMENT LLC | 17 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q2 2021 | 56 |
Creative Planning | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 54 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.16% | 0.47% | Q2 2013 | Q3 2023 | 52 |
AMALGAMATED BANK | 52 | 52 | 0.04% | 0.08% | 0.16% | Q4 2010 | Q3 2023 | 52 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.06% | 0.17% | Q2 2013 | Q3 2023 | 50 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.00% | 0.04% | 0.14% | Q3 2011 | Q3 2023 | 49 |
Twin Tree Management, LP | 17 | 1 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q3 2023 | 49 |
Jefferies Group LLC | 11 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2022 | 49 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.03% | 0.06% | 0.10% | Q3 2011 | Q3 2023 | 49 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.01% | 0.03% | 0.12% | Q4 2011 | Q3 2023 | 48 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 48 |
Cubist Systematic Strategies, LLC | 38 | 38 | 0.00% | 0.07% | 0.38% | Q2 2014 | Q3 2023 | 48 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 47 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.05% | 0.14% | Q3 2013 | Q3 2023 | 47 |
WS MANAGEMENT LLLP | 38 | 38 | 0.11% | 1.55% | 4.60% | Q2 2013 | Q3 2022 | 47 |
Paloma Partners Management Co | 19 | 2 | 0.00% | 0.07% | 0.63% | Q2 2013 | Q1 2022 | 46 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 46 |
RAYMOND JAMES & ASSOCIATES | 40 | 40 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q3 2023 | 45 |
TORONTO DOMINION BANK | 43 | 43 | 0.00% | 0.02% | 0.12% | Q1 2013 | Q3 2023 | 44 |
Nuveen Asset Management, LLC | 42 | 42 | 0.00% | 0.07% | 0.26% | Q2 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.01% | 0.08% | 0.14% | Q1 2013 | Q3 2023 | 43 |
Bank of New York Mellon Corp | 43 | 43 | 0.00% | 0.08% | 0.15% | Q1 2013 | Q3 2023 | 43 |
FULTON BANK, N.A. | 43 | 43 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q4 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.03% | 0.08% | 0.14% | Q1 2013 | Q3 2023 | 43 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 43 | 43 | 0.04% | 0.09% | 0.28% | Q1 2013 | Q3 2023 | 43 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.00% | 0.06% | 0.25% | Q1 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.00% | 0.23% | 0.65% | Q4 2012 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.02% | 0.12% | 0.20% | Q1 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 43 |
Swiss National Bank | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.02% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.02% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.06% | 0.28% | 0.59% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.03% | 0.09% | 0.19% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.04% | 0.13% | 0.33% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.02% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.00% | 0.09% | 0.43% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.06% | 0.32% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 42 | 42 | 0.00% | 0.07% | 0.32% | Q2 2013 | Q3 2023 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.01% | 0.04% | 0.15% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.00% | 0.05% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.04% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
PRIMECAP MANAGEMENT CO/CA/ | 42 | 42 | 1.14% | 2.52% | 3.83% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BROWN BROTHERS HARRIMAN & CO | 21 | 21 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.02% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Smith, Graham & Co., Investment Advisors, LP | 42 | 42 | 0.33% | 0.73% | 1.07% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.01% | 0.03% | 0.07% | Q2 2012 | Q4 2022 | 42 |
THOMPSON SIEGEL & WALMSLEY LLC | 42 | 42 | 0.00% | 0.02% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.03% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.04% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 42 |
TCTC Holdings, LLC | 42 | 42 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.01% | 0.20% | 0.54% | Q2 2013 | Q3 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.01% | 0.05% | 0.18% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.04% | 0.09% | 0.15% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.05% | 0.16% | Q2 2013 | Q1 2017 | 42 |
Hodges Capital Management Inc. | 42 | 42 | 0.03% | 0.42% | 1.41% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.03% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.01% | 0.34% | 0.97% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.04% | 0.10% | 0.17% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.22% | 0.64% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.01% | 0.08% | 0.35% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.00% | 0.05% | 0.24% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 41 | 41 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.02% | 0.08% | 0.15% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.02% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Greenbrier Partners Capital Management, LLC | 42 | 42 | 3.49% | 9.85% | 16.50% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Linscomb & Williams, Inc. | 42 | 42 | 0.02% | 0.08% | 0.13% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
MOTCO | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.04% | 0.11% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisor Networks LLC | 40 | 40 | 0.00% | 0.03% | 0.05% | Q4 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.03% | 0.11% | 0.25% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.01% | 0.11% | 0.33% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.03% | 0.46% | 1.07% | Q2 2013 | Q3 2023 | 42 |
PERRITT CAPITAL MANAGEMENT INC | 42 | 42 | 0.07% | 0.32% | 0.61% | Q2 2013 | Q3 2023 | 42 |
CASTLEARK MANAGEMENT LLC | 42 | 42 | 0.00% | 0.07% | 0.77% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.04% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.02% | 0.09% | 0.24% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 42 |
PINNACLE FINANCIAL PARTNERS INC | 42 | 42 | 0.00% | 0.04% | 0.17% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.04% | 0.09% | 0.15% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.00% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.01% | 0.06% | 0.27% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.04% | 0.11% | 0.21% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.04% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 42 |
TCI Wealth Advisors, Inc. | 42 | 42 | 0.01% | 0.02% | 0.06% | Q4 2012 | Q1 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.02% | 0.13% | 0.34% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.04% | 0.09% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Financial Management Professionals, Inc. | 42 | 42 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.03% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.01% | 0.05% | 0.21% | Q2 2013 | Q3 2023 | 42 |
PUTNAM INVESTMENTS LLC | 42 | 42 | 0.03% | 0.34% | 0.91% | Q2 2013 | Q3 2023 | 42 |
NEEDHAM INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.06% | 0.47% | 1.13% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.02% | 0.08% | 0.15% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.02% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 41 | 41 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q2 2023 | 41 |
REGIONS FINANCIAL CORP | 41 | 41 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2023 | 41 |
SHELTON CAPITAL MANAGEMENT | 38 | 3 | 0.03% | 0.15% | 0.57% | Q2 2013 | Q3 2023 | 41 |
FEDERATED HERMES, INC. | 41 | 41 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q2 2023 | 41 |
Horrell Capital Management, Inc. | 32 | 9 | 0.06% | 0.15% | 0.31% | Q2 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.01% | 0.17% | 0.48% | Q3 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q3 2023 | 41 |
SUMITOMO LIFE INSURANCE CO | 41 | 41 | 0.01% | 0.09% | 0.22% | Q3 2013 | Q3 2023 | 41 |
AMARILLO NATIONAL BANK | 40 | 1 | 0.14% | 0.34% | 0.58% | Q2 2013 | Q3 2023 | 41 |
FINANCIAL COUNSELORS INC | 28 | 13 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.02% | 0.19% | 0.45% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 41 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q2 2023 | 41 |
AVIVA PLC | 41 | 41 | 0.00% | 0.03% | 0.25% | Q2 2013 | Q2 2023 | 41 |
Verition Fund Management LLC | 11 | 1 | 0.00% | 0.06% | 0.28% | Q2 2013 | Q3 2023 | 41 |
Laird Norton Wetherby Wealth Management, LLC | 41 | 41 | 0.02% | 0.06% | 0.11% | Q3 2013 | Q3 2023 | 41 |
First Washington CORP | 41 | 41 | 0.57% | 1.30% | 2.14% | Q2 2013 | Q2 2023 | 41 |
Raymond James Financial Services Advisors, Inc. | 40 | 1 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.01% | 0.06% | 0.13% | Q1 2013 | Q3 2023 | 41 |
DELTA ASSET MANAGEMENT LLC/TN | 37 | 4 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.05% | 0.11% | 0.18% | Q3 2013 | Q3 2023 | 41 |
VICTORY CAPITAL MANAGEMENT INC | 41 | 41 | 0.00% | 0.06% | 0.39% | Q3 2013 | Q3 2023 | 41 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.01% | 0.03% | 0.04% | Q4 2013 | Q3 2023 | 40 |
Tradewinds Capital Management, LLC | 40 | 40 | 0.00% | 0.03% | 0.09% | Q4 2013 | Q3 2023 | 40 |
CIBC WORLD MARKET INC. | 40 | 40 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q3 2023 | 40 |
First Dallas Securities Inc. | 28 | 12 | 0.49% | 2.03% | 3.53% | Q2 2013 | Q2 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.05% | 0.11% | 0.18% | Q3 2013 | Q3 2023 | 40 |
AMERICAN CENTURY COMPANIES INC | 28 | 3 | 0.00% | 0.16% | 0.29% | Q2 2013 | Q3 2023 | 40 |
BNP Paribas Asset Management Holding S.A. | 39 | 1 | 0.00% | 0.06% | 0.32% | Q2 2013 | Q3 2023 | 40 |
FRANKLIN RESOURCES INC | 35 | 5 | 0.00% | 0.02% | 0.20% | Q2 2013 | Q3 2023 | 40 |
KEYBANK NATIONAL ASSOCIATION/OH | 29 | 11 | 0.00% | 0.01% | 0.13% | Q4 2012 | Q2 2023 | 40 |
Janney Montgomery Scott LLC | 38 | 2 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 40 |
SENTRY INVESTMENT MANAGEMENT LLC | 27 | 1 | 0.03% | 0.11% | 0.35% | Q2 2013 | Q3 2023 | 40 |
Tarbox Family Office, Inc. | 40 | 40 | 0.09% | 0.34% | 0.88% | Q4 2013 | Q3 2023 | 40 |
BANK OF NOVA SCOTIA | 39 | 1 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.02% | 0.07% | 0.11% | Q4 2013 | Q3 2023 | 40 |
UMB Bank, n.a. | 40 | 40 | 0.01% | 0.41% | 1.01% | Q4 2013 | Q3 2023 | 40 |
STRS OHIO | 34 | 6 | 0.00% | 0.09% | 0.17% | Q2 2013 | Q3 2023 | 40 |
KING LUTHER CAPITAL MANAGEMENT CORP | 40 | 40 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2023 | 40 |
Avior Wealth Management, LLC | 40 | 40 | 0.02% | 0.13% | 0.35% | Q4 2013 | Q3 2023 | 40 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 39 |
Tower Research Capital LLC (TRC) | 15 | 4 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 39 |
PRELUDE CAPITAL MANAGEMENT, LLC | 15 | 1 | 0.00% | 0.08% | 0.42% | Q3 2013 | Q3 2022 | 39 |
Point72 Hong Kong Ltd | 9 | 1 | 0.00% | 0.10% | 0.41% | Q3 2014 | Q3 2022 | 39 |
Capital Advisors, Ltd. LLC | 39 | 39 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 39 |
BALYASNY ASSET MANAGEMENT L.P. | 13 | 1 | 0.00% | 0.05% | 0.32% | Q2 2013 | Q3 2023 | 39 |
SIGNATUREFD, LLC | 24 | 14 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 39 |
TUDOR INVESTMENT CORP ET AL | 12 | 1 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 39 |
INTEGRAL DERIVATIVES, LLC | 15 | 1 | 0.00% | 0.03% | 0.11% | Q4 2013 | Q1 2018 | 39 |
NJ State Employees Deferred Compensation Plan | 39 | 39 | 0.06% | 0.12% | 0.18% | Q1 2014 | Q3 2023 | 39 |
Squarepoint Ops LLC | 12 | 1 | 0.00% | 0.06% | 0.37% | Q2 2015 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.03% | 0.09% | Q1 2014 | Q3 2023 | 39 |
ARROW FINANCIAL CORP | 39 | 39 | 0.00% | 0.39% | 0.87% | Q1 2014 | Q3 2023 | 39 |
Hilltop Holdings Inc. | 39 | 39 | 0.07% | 0.14% | 0.31% | Q1 2014 | Q3 2023 | 39 |
North Star Investment Management Corp. | 39 | 39 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q3 2023 | 39 |
APG Asset Management N.V. | 39 | 39 | 0.00% | 0.16% | 0.44% | Q2 2013 | Q4 2022 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.04% | 0.10% | 0.16% | Q1 2014 | Q3 2023 | 39 |
HANCOCK WHITNEY CORP | 39 | 39 | 0.01% | 0.39% | 0.76% | Q2 2013 | Q4 2022 | 39 |
Court Place Advisors, LLC | 38 | 38 | 0.15% | 0.63% | 1.28% | Q2 2014 | Q3 2023 | 38 |
State of New Jersey Common Pension Fund D | 38 | 38 | 0.01% | 0.19% | 0.50% | Q2 2014 | Q3 2023 | 38 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 27 | 11 | 0.00% | 0.07% | 0.24% | Q2 2013 | Q3 2023 | 38 |
DUPONT CAPITAL MANAGEMENT CORP | 29 | 9 | 0.00% | 0.06% | 0.15% | Q2 2013 | Q4 2022 | 38 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 38 | 38 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q2 2023 | 38 |
PineBridge Investments, L.P. | 19 | 19 | 0.00% | 0.05% | 0.31% | Q3 2013 | Q2 2023 | 38 |
Gradient Investments LLC | 24 | 14 | 0.00% | 0.08% | 0.39% | Q1 2014 | Q3 2023 | 38 |
Savant Capital, LLC | 38 | 38 | 0.00% | 0.06% | 0.13% | Q2 2014 | Q3 2023 | 38 |
Private Advisor Group, LLC | 38 | 38 | 0.00% | 0.03% | 0.13% | Q2 2014 | Q3 2023 | 38 |
Douglass Winthrop Advisors, LLC | 38 | 38 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2022 | 38 |
Korea Investment CORP | 29 | 2 | 0.00% | 0.05% | 0.18% | Q2 2013 | Q3 2023 | 38 |
Veritable, L.P. | 38 | 38 | 0.01% | 0.02% | 0.10% | Q1 2014 | Q2 2023 | 38 |
First Horizon Advisors, Inc. | 37 | 1 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q2 2023 | 38 |
Stonebridge Capital Advisors LLC | 37 | 37 | 0.02% | 0.07% | 0.16% | Q3 2014 | Q3 2023 | 37 |
LSV ASSET MANAGEMENT | 37 | 37 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2022 | 37 |
Meiji Yasuda Life Insurance Co | 37 | 37 | 0.01% | 0.14% | 0.28% | Q2 2013 | Q2 2022 | 37 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 19 | 1 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 37 |
First Heartland Consultants, Inc. | 21 | 4 | 0.01% | 0.14% | 0.31% | Q3 2013 | Q3 2023 | 37 |
Advisory Services Network, LLC | 27 | 10 | 0.01% | 0.08% | 0.29% | Q2 2014 | Q3 2023 | 37 |
SHELL ASSET MANAGEMENT CO | 37 | 37 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2022 | 37 |
TRUST CO OF VERMONT | 30 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 37 |
ENTERPRISE FINANCIAL SERVICES CORP | 37 | 37 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q2 2022 | 37 |
Meiji Yasuda Asset Management Co Ltd. | 37 | 37 | 0.01% | 0.08% | 0.20% | Q2 2013 | Q2 2022 | 37 |
Par Capital Management | 21 | 15 | 0.05% | 3.16% | 5.25% | Q4 2013 | Q3 2023 | 37 |
WEATHERLY ASSET MANAGEMENT L. P. | 24 | 13 | 0.03% | 0.07% | 0.12% | Q2 2014 | Q3 2023 | 37 |
Lowe Wealth Advisors, LLC | 37 | 37 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q4 2023 | 37 |
SYNOVUS FINANCIAL CORP | 37 | 37 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q2 2022 | 37 |
Calamos Advisors LLC | 36 | 36 | 0.02% | 0.09% | 0.34% | Q4 2014 | Q3 2023 | 37 |
RATIONAL ADVISORS LLC | 13 | 1 | 0.00% | 0.15% | 0.65% | Q2 2009 | Q1 2021 | 37 |
Blume Capital Management, Inc. | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Annex Advisory Services, LLC | 36 | 36 | 0.02% | 0.29% | 0.58% | Q4 2014 | Q3 2023 | 36 |
Andra AP-fonden | 14 | 1 | 0.03% | 0.11% | 0.40% | Q2 2013 | Q2 2023 | 36 |
CONNING INC. | 36 | 36 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2022 | 36 |
Gibraltar Capital Management, Inc. | 36 | 36 | 1.63% | 3.81% | 7.31% | Q4 2014 | Q3 2023 | 36 |
People's United Financial, Inc. | 36 | 36 | 0.00% | 0.14% | 0.50% | Q2 2013 | Q1 2022 | 36 |
J.P. Morgan Private Wealth Advisors LLC | 35 | 1 | 0.00% | 0.08% | 0.49% | Q3 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.03% | 0.08% | 0.14% | Q2 2013 | Q1 2022 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.05% | 0.13% | 0.31% | Q4 2014 | Q3 2023 | 36 |
IBM Retirement Fund | 36 | 36 | 0.05% | 0.10% | 0.18% | Q2 2013 | Q1 2022 | 36 |
EVERENCE CAPITAL MANAGEMENT INC | 36 | 36 | 0.04% | 0.13% | 0.30% | Q4 2014 | Q3 2023 | 36 |
BURNEY CO/ | 33 | 1 | 0.02% | 0.21% | 0.87% | Q2 2014 | Q3 2023 | 36 |
Stratos Wealth Partners, LTD. | 36 | 36 | 0.01% | 0.12% | 0.25% | Q4 2014 | Q3 2023 | 36 |
Winch Advisory Services, LLC | 33 | 2 | 0.00% | 0.06% | 1.51% | Q4 2014 | Q3 2023 | 35 |
WHITTIER TRUST CO | 34 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 35 |
Sigma Planning Corp | 35 | 35 | 0.02% | 0.08% | 0.22% | Q4 2014 | Q2 2023 | 35 |
JOHNSON INVESTMENT COUNSEL INC | 34 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2022 | 35 |
Cetera Advisors LLC | 33 | 2 | 0.01% | 0.04% | 0.07% | Q4 2014 | Q3 2023 | 35 |
ADIRONDACK TRUST CO | 35 | 35 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q1 2023 | 35 |
LEE DANNER & BASS INC | 35 | 35 | 0.05% | 0.37% | 0.61% | Q1 2015 | Q3 2023 | 35 |
HBK INVESTMENTS L P | 11 | 1 | 0.00% | 0.05% | 0.24% | Q2 2013 | Q3 2023 | 35 |
FIRST QUADRANT LLC/CA | 35 | 35 | 0.14% | 0.47% | 0.89% | Q2 2013 | Q4 2021 | 35 |
MEEDER ASSET MANAGEMENT INC | 12 | 1 | 0.00% | 0.20% | 0.56% | Q2 2013 | Q3 2023 | 35 |
Trust Co | 35 | 35 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 35 |
Allworth Financial LP | 35 | 35 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.01% | 0.05% | 0.15% | Q1 2015 | Q3 2023 | 35 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 35 |
TWO SIGMA ADVISERS, LP | 12 | 1 | 0.00% | 0.10% | 0.50% | Q2 2013 | Q3 2023 | 35 |
OPTIMUM INVESTMENT ADVISORS | 18 | 2 | 0.01% | 0.10% | 0.25% | Q4 2014 | Q4 2023 | 35 |
EATON VANCE MANAGEMENT | 35 | 35 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2022 | 35 |
PITCAIRN CO | 35 | 35 | 0.01% | 0.04% | 0.09% | Q3 2013 | Q1 2022 | 35 |
Livforsakringsbolaget Skandia, Omsesidigt | 35 | 35 | 0.05% | 0.31% | 0.62% | Q2 2013 | Q4 2021 | 35 |
CIM INVESTMENT MANAGEMENT INC | 34 | 34 | 0.09% | 0.22% | 0.46% | Q1 2015 | Q2 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 34 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 32 | 2 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q2 2022 | 34 |
QCI ASSET MANAGEMENT INC/NY | 34 | 34 | 0.00% | 0.63% | 1.98% | Q2 2013 | Q3 2021 | 34 |
World Asset Management Inc | 34 | 34 | 0.04% | 0.09% | 0.12% | Q2 2013 | Q3 2021 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q3 2021 | 34 |
Laurion Capital Management LP | 9 | 1 | 0.00% | 0.03% | 0.19% | Q2 2015 | Q2 2021 | 34 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 34 | 34 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2021 | 34 |
U S GLOBAL INVESTORS INC | 34 | 34 | 0.02% | 7.57% | 13.82% | Q2 2015 | Q3 2023 | 34 |
MONETARY MANAGEMENT GROUP INC | 20 | 14 | 0.01% | 0.59% | 1.35% | Q1 2015 | Q3 2023 | 34 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 28 | 6 | 0.01% | 0.10% | 0.23% | Q2 2013 | Q3 2023 | 34 |
DnB Asset Management AS | 28 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q4 2023 | 34 |
WINTON GROUP Ltd | 23 | 1 | 0.01% | 0.21% | 0.69% | Q2 2014 | Q3 2023 | 34 |
TWIN CAPITAL MANAGEMENT INC | 34 | 34 | 0.03% | 0.35% | 0.70% | Q2 2013 | Q3 2021 | 34 |
Renaissance Technologies | 12 | 1 | 0.00% | 0.10% | 0.35% | Q3 2013 | Q2 2023 | 34 |
WEDBUSH SECURITIES INC | 29 | 5 | 0.02% | 0.05% | 0.12% | Q1 2015 | Q3 2023 | 34 |
Focused Wealth Management, Inc | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.01% | 0.05% | 0.10% | Q2 2015 | Q3 2023 | 34 |
FULLER & THALER ASSET MANAGEMENT, INC. | 33 | 33 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q2 2021 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.01% | 0.05% | 0.11% | Q4 2015 | Q4 2023 | 33 |
Pacer Advisors, Inc. | 32 | 1 | 0.00% | 0.06% | 0.19% | Q4 2013 | Q3 2023 | 33 |
Columbia Asset Management | 33 | 33 | 0.05% | 0.11% | 0.21% | Q4 2013 | Q4 2021 | 33 |
WOODMONT INVESTMENT COUNSEL LLC | 29 | 4 | 0.00% | 0.28% | 0.41% | Q2 2015 | Q3 2023 | 33 |
BALDWIN BROTHERS LLC/MA | 32 | 1 | 0.00% | 0.01% | 0.18% | Q1 2015 | Q4 2023 | 33 |
Smithfield Trust Co | 25 | 8 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2021 | 33 |
GOFEN & GLOSSBERG LLC /IL/ | 32 | 1 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q4 2022 | 33 |
DAVENPORT & Co LLC | 33 | 33 | 0.00% | 0.24% | 0.81% | Q3 2015 | Q3 2023 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.02% | 0.04% | 0.13% | Q3 2015 | Q3 2023 | 33 |
Robeco Institutional Asset Management B.V. | 29 | 4 | 0.00% | 0.04% | 0.29% | Q2 2013 | Q1 2023 | 33 |
Stanley-Laman Group, Ltd. | 21 | 11 | 0.04% | 0.18% | 0.41% | Q2 2014 | Q4 2022 | 32 |
Oakworth Capital, Inc. | 32 | 32 | 0.01% | 0.03% | 0.04% | Q4 2015 | Q3 2023 | 32 |
MONTAG A & ASSOCIATES INC | 18 | 13 | 0.00% | 0.10% | 0.59% | Q3 2015 | Q3 2023 | 32 |
BLAIR WILLIAM & CO/IL | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
ClearBridge Investments | 29 | 3 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2021 | 32 |
BROWN ADVISORY INC | 22 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2022 | 32 |
Mariner, LLC | 32 | 32 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 32 |
Community Bank & Trust, Waco, Texas | 32 | 32 | 0.19% | 1.06% | 1.70% | Q4 2015 | Q3 2023 | 32 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 13 | 2 | 0.00% | 0.11% | 0.38% | Q2 2013 | Q3 2023 | 32 |
Lido Advisors, LLC | 14 | 2 | 0.00% | 0.03% | 0.10% | Q1 2016 | Q3 2023 | 32 |
Capital Analysts, LLC | 32 | 32 | 0.00% | 0.02% | 0.50% | Q1 2015 | Q4 2022 | 32 |
QS Investors, LLC | 31 | 1 | 0.00% | 0.22% | 0.72% | Q2 2013 | Q2 2021 | 32 |
GROUP ONE TRADING, L.P. | 10 | 2 | 0.00% | 0.03% | 0.09% | Q3 2013 | Q3 2023 | 32 |
Avalon Investment & Advisory | 20 | 12 | 0.01% | 0.43% | 0.82% | Q4 2013 | Q1 2022 | 32 |
Curbstone Financial Management Corp | 32 | 32 | 0.10% | 0.20% | 0.27% | Q1 2016 | Q4 2023 | 32 |
Skandinaviska Enskilda Banken AB (publ) | 32 | 32 | 0.00% | 0.07% | 1.07% | Q4 2015 | Q3 2023 | 32 |
ADVISOR PARTNERS LLC | 32 | 32 | 0.04% | 0.13% | 0.27% | Q3 2014 | Q2 2022 | 32 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 28 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 32 |
LS Investment Advisors, LLC | 32 | 32 | 0.00% | 0.16% | 0.83% | Q2 2013 | Q1 2021 | 32 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.02% | 0.08% | 0.13% | Q2 2013 | Q4 2020 | 31 |
LAZARD ASSET MANAGEMENT LLC | 13 | 4 | 0.00% | 0.03% | 0.17% | Q3 2014 | Q3 2023 | 31 |
JAMES INVESTMENT RESEARCH INC | 28 | 1 | 0.00% | 0.70% | 1.84% | Q2 2013 | Q1 2023 | 31 |
PROVIDENT TRUST CO | 27 | 4 | 2.28% | 5.87% | 8.06% | Q4 2013 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.10% | 0.19% | Q1 2016 | Q3 2023 | 31 |
Gotham Asset Management, LLC | 15 | 7 | 0.03% | 0.28% | 0.59% | Q2 2014 | Q3 2022 | 31 |
Douglas Lane & Associates, LLC | 31 | 31 | 0.03% | 0.44% | 1.34% | Q1 2016 | Q3 2023 | 31 |
CWM, LLC | 13 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 31 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 14 | 4 | 0.00% | 0.10% | 0.52% | Q3 2015 | Q3 2023 | 31 |
BARINGS LLC | 30 | 1 | 0.01% | 0.06% | 0.16% | Q2 2013 | Q2 2022 | 31 |
MARSHALL WACE, LLP | 9 | 1 | 0.00% | 0.24% | 1.93% | Q2 2013 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.05% | 0.10% | Q4 2015 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.03% | 0.07% | 0.11% | Q2 2013 | Q4 2020 | 31 |
FIRST MANHATTAN CO. LLC. | 14 | 1 | 0.00% | 0.03% | 0.19% | Q2 2013 | Q2 2023 | 31 |
PALLADIUM PARTNERS LLC | 31 | 31 | 0.01% | 0.36% | 0.85% | Q3 2014 | Q1 2022 | 31 |
ASSETMARK, INC | 30 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 31 |
Tredje AP-fonden | 29 | 2 | 0.01% | 0.14% | 0.71% | Q2 2015 | Q3 2023 | 31 |
V Wealth Advisors LLC | 30 | 30 | 0.01% | 0.65% | 1.64% | Q1 2016 | Q2 2023 | 31 |
Johnson Financial Group, Inc. | 31 | 31 | 0.00% | 0.07% | 0.26% | Q2 2014 | Q4 2021 | 31 |
Plante Moran Financial Advisors, LLC | 16 | 15 | 0.00% | 0.03% | 0.22% | Q2 2014 | Q3 2023 | 31 |
NatWest Group plc | 28 | 3 | 0.00% | 1.54% | 4.96% | Q2 2013 | Q4 2021 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.06% | 0.30% | Q1 2016 | Q3 2023 | 31 |
ONTARIO TEACHERS PENSION PLAN BOARD | 28 | 1 | 0.00% | 0.05% | 0.27% | Q2 2013 | Q4 2022 | 31 |
Vident Investment Advisory, LLC | 14 | 7 | 0.01% | 0.12% | 0.28% | Q4 2014 | Q2 2023 | 30 |
Pegasus Partners Ltd. | 30 | 30 | 0.06% | 0.22% | 0.89% | Q2 2015 | Q3 2022 | 30 |
Glassman Wealth Services | 28 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 30 |
Supplemental Annuity Collective Trust of NJ | 30 | 30 | 0.15% | 0.33% | 0.55% | Q2 2016 | Q3 2023 | 30 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 28 | 2 | 0.01% | 0.06% | 0.10% | Q4 2014 | Q2 2022 | 30 |
REGENTATLANTIC CAPITAL LLC | 27 | 3 | 0.01% | 0.11% | 0.18% | Q2 2013 | Q2 2022 | 30 |
MACKENZIE FINANCIAL CORP | 24 | 5 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 30 |
OLD SECOND NATIONAL BANK OF AURORA | 30 | 30 | 0.00% | 0.21% | 0.83% | Q3 2013 | Q4 2020 | 30 |
DUNCKER STREETT & CO INC | 15 | 15 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q2 2023 | 30 |
ACADIAN ASSET MANAGEMENT LLC | 14 | 1 | 0.00% | 0.24% | 1.79% | Q3 2013 | Q4 2022 | 30 |
TCW GROUP INC | 15 | 15 | 0.01% | 0.07% | 0.25% | Q2 2013 | Q3 2023 | 30 |
Legg Mason Asset Management (Japan) Co., Ltd. | 29 | 1 | 0.43% | 0.75% | 1.11% | Q2 2013 | Q4 2020 | 30 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 30 | 30 | 0.00% | 0.01% | 0.06% | Q3 2015 | Q4 2022 | 30 |
Kingsview Wealth Management, LLC | 9 | 6 | 0.00% | 0.06% | 0.17% | Q1 2017 | Q3 2023 | 30 |
Sheaff Brock Investment Advisors, LLC | 19 | 11 | 0.02% | 0.05% | 0.13% | Q4 2015 | Q3 2023 | 30 |
ETRADE Capital Management LLC | 30 | 30 | 0.00% | 0.09% | 0.25% | Q2 2013 | Q3 2020 | 30 |
FARMERS & MERCHANTS INVESTMENTS INC | 29 | 29 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 29 |
Dorsey & Whitney Trust CO LLC | 14 | 1 | 0.02% | 0.04% | 0.07% | Q4 2014 | Q2 2023 | 29 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14 | 7 | 0.01% | 0.04% | 0.08% | Q3 2014 | Q2 2022 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.10% | 0.16% | 0.22% | Q4 2013 | Q4 2020 | 29 |
GATEWAY INVESTMENT ADVISERS LLC | 27 | 2 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q1 2021 | 29 |
USCA RIA LLC | 29 | 29 | 0.07% | 0.21% | 0.56% | Q2 2014 | Q2 2021 | 29 |
South Dakota Investment Council | 29 | 29 | 0.01% | 0.16% | 0.34% | Q3 2016 | Q3 2023 | 29 |
NEXT Financial Group, Inc | 23 | 6 | 0.00% | 0.13% | 0.54% | Q3 2014 | Q4 2021 | 29 |
RAYMOND JAMES TRUST N.A. | 27 | 2 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q2 2023 | 29 |
Brandywine Global Investment Management, LLC | 29 | 29 | 0.00% | 0.15% | 0.26% | Q2 2013 | Q2 2020 | 29 |
Bridgewater Associates | 7 | 1 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q1 2023 | 29 |
SCOUT INVESTMENTS, INC. | 8 | 1 | 0.09% | 0.51% | 1.48% | Q4 2013 | Q3 2023 | 29 |
BECKER CAPITAL MANAGEMENT INC | 28 | 28 | 1.04% | 1.46% | 1.98% | Q2 2013 | Q1 2020 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.00% | 0.06% | 0.14% | Q4 2016 | Q3 2023 | 28 |
Lee Financial Co | 28 | 28 | 0.05% | 0.09% | 0.20% | Q4 2016 | Q3 2023 | 28 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 25 | 3 | 0.06% | 0.26% | 1.52% | Q2 2013 | Q3 2023 | 28 |
PIEDMONT INVESTMENT ADVISORS INC | 28 | 28 | 0.05% | 0.34% | 1.88% | Q2 2013 | Q1 2020 | 28 |
White Pine Investment CO | 28 | 28 | 2.01% | 2.78% | 3.80% | Q2 2013 | Q1 2020 | 28 |
DUBUQUE BANK & TRUST CO | 18 | 3 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2022 | 28 |
1ST SOURCE BANK | 25 | 3 | 0.01% | 0.03% | 0.04% | Q3 2013 | Q3 2021 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
COLONY GROUP LLC | 12 | 3 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q4 2022 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.23% | 0.35% | Q1 2016 | Q4 2022 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.09% | 0.25% | Q4 2016 | Q3 2023 | 28 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 28 | 28 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q1 2020 | 28 |
FUKOKU MUTUAL LIFE INSURANCE Co | 28 | 28 | 0.01% | 0.02% | 0.17% | Q3 2015 | Q2 2022 | 28 |
AMUNDI ASSET MANAGEMENT US, INC. | 18 | 1 | 0.01% | 0.05% | 0.12% | Q4 2012 | Q1 2021 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Stratford Consulting, LLC | 28 | 28 | 0.42% | 0.83% | 1.17% | Q2 2013 | Q1 2020 | 28 |
Cypress Capital Group | 21 | 7 | 0.07% | 0.22% | 0.56% | Q3 2013 | Q4 2020 | 28 |
Farmers & Merchants Trust Co of Chambersburg PA | 28 | 28 | 0.03% | 0.56% | 1.46% | Q4 2016 | Q3 2023 | 28 |
Employees Retirement System of Texas | 25 | 1 | 0.01% | 0.09% | 0.57% | Q2 2013 | Q3 2022 | 28 |
CIBC WORLD MARKETS CORP | 28 | 28 | 0.00% | 0.06% | 0.25% | Q4 2016 | Q3 2023 | 28 |
TRUIST FINANCIAL CORP | 21 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 28 |
Pflug Koory, LLC | 28 | 28 | 0.24% | 0.47% | 0.71% | Q4 2016 | Q3 2023 | 28 |
TODD ASSET MANAGEMENT LLC | 25 | 3 | 0.30% | 0.68% | 1.06% | Q3 2014 | Q3 2021 | 28 |
Point72 Asset Management, L.P. | 8 | 1 | 0.00% | 0.20% | 0.71% | Q2 2014 | Q3 2023 | 28 |
PITTENGER & ANDERSON INC | 12 | 7 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 28 |
HENNESSY ADVISORS INC | 28 | 28 | 0.05% | 0.11% | 0.27% | Q1 2014 | Q4 2020 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.01% | 0.05% | 0.17% | Q4 2016 | Q3 2023 | 28 |
Financial Architects, Inc | 18 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2020 | 27 |
Bridgeworth, LLC | 27 | 27 | 0.03% | 0.18% | 0.54% | Q4 2016 | Q2 2023 | 27 |
Roundview Capital LLC | 27 | 27 | 0.04% | 0.31% | 0.75% | Q1 2017 | Q3 2023 | 27 |
SALEM INVESTMENT COUNSELORS INC | 26 | 1 | 0.00% | 0.02% | 0.14% | Q3 2016 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2019 | 27 |
First Command Financial Services, Inc. | 27 | 27 | 0.01% | 0.11% | 0.33% | Q4 2016 | Q2 2023 | 27 |
REILLY FINANCIAL ADVISORS, LLC | 16 | 4 | 0.00% | 0.07% | 0.82% | Q3 2014 | Q4 2021 | 27 |
First Command Bank | 27 | 27 | 0.02% | 0.13% | 0.30% | Q4 2016 | Q2 2023 | 27 |
Baystate Wealth Management LLC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
Baker Ellis Asset Management LLC | 27 | 27 | 0.03% | 0.07% | 0.09% | Q4 2013 | Q2 2020 | 27 |
VALLEY NATIONAL ADVISERS INC | 22 | 5 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 27 |
Sandy Spring Bank | 23 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 27 |
Penserra Capital Management LLC | 16 | 1 | 0.00% | 0.03% | 0.09% | Q4 2015 | Q3 2023 | 27 |
AJO, LP | 21 | 6 | 0.00% | 0.52% | 1.04% | Q2 2013 | Q1 2020 | 27 |
MOODY NATIONAL BANK TRUST DIVISION | 27 | 27 | 0.01% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 27 |
CLEARARC CAPITAL INC | 27 | 27 | 0.05% | 0.11% | 0.15% | Q2 2013 | Q4 2019 | 27 |
State of Alaska, Department of Revenue | 27 | 27 | 0.02% | 0.06% | 0.13% | Q1 2017 | Q3 2023 | 27 |
FIRST MIDWEST BANK TRUST DIVISION | 26 | 1 | 0.05% | 0.23% | 0.60% | Q2 2013 | Q1 2020 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q4 2019 | 27 |
GSA CAPITAL PARTNERS LLP | 11 | 1 | 0.01% | 0.08% | 0.33% | Q2 2013 | Q4 2022 | 27 |
ALPHA WINDWARD LLC | 14 | 12 | 0.00% | 0.11% | 0.38% | Q2 2013 | Q3 2020 | 26 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.00% | 0.04% | 0.08% | Q3 2017 | Q3 2023 | 26 |
Connor, Clark & Lunn Investment Management Ltd. | 13 | 1 | 0.00% | 0.04% | 0.19% | Q1 2014 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.02% | 0.04% | 0.08% | Q3 2016 | Q3 2023 | 26 |
Trust Investment Advisors | 20 | 6 | 0.42% | 0.70% | 1.31% | Q2 2015 | Q2 2022 | 26 |
Fortis Advisors, LLC | 24 | 2 | 0.00% | 0.06% | 0.30% | Q1 2017 | Q3 2023 | 26 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 26 | 26 | 0.10% | 1.01% | 2.72% | Q2 2013 | Q3 2019 | 26 |
Smith Affiliated Capital Corp. | 26 | 26 | 0.00% | 0.04% | 0.15% | Q2 2011 | Q3 2017 | 26 |
Founders Capital Management | 13 | 13 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q4 2023 | 26 |
WRIGHT INVESTORS SERVICE INC | 8 | 4 | 0.08% | 0.39% | 1.06% | Q3 2013 | Q4 2022 | 26 |
MUFG Americas Holdings Corp | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2010 | Q3 2022 | 26 |
Cornerstone Advisors, Inc. | 26 | 26 | 0.00% | 0.06% | 0.20% | Q2 2014 | Q3 2020 | 26 |
Sowell Financial Services LLC | 17 | 1 | 0.01% | 0.08% | 0.27% | Q4 2016 | Q3 2023 | 26 |
MAVERICK CAPITAL LTD | 20 | 2 | 0.00% | 0.06% | 0.54% | Q1 2015 | Q3 2023 | 26 |
KOPP INVESTMENT ADVISORS LLC | 26 | 26 | 0.35% | 0.77% | 1.31% | Q2 2013 | Q3 2019 | 26 |
FIRST NATIONAL BANK OF OMAHA | 26 | 26 | 0.02% | 0.42% | 0.79% | Q4 2013 | Q1 2020 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.01% | 0.35% | 0.85% | Q2 2013 | Q3 2019 | 26 |
HighPoint Advisor Group LLC | 25 | 1 | 0.09% | 0.29% | 0.64% | Q3 2015 | Q2 2022 | 26 |
TOTAL INVESTMENT MANAGEMENT INC | 13 | 3 | 0.04% | 0.10% | 0.20% | Q4 2016 | Q3 2023 | 26 |
CIGNA INVESTMENTS INC /NEW | 23 | 3 | 0.04% | 0.09% | 0.23% | Q4 2016 | Q2 2023 | 26 |
ING GROEP NV | 8 | 1 | 0.00% | 0.03% | 0.06% | Q1 2015 | Q3 2023 | 26 |
MONETTA FINANCIAL SERVICES INC | 10 | 4 | 0.44% | 2.06% | 3.96% | Q4 2013 | Q2 2022 | 26 |
Westover Capital Advisors, LLC | 24 | 2 | 0.08% | 1.72% | 3.62% | Q2 2014 | Q2 2021 | 26 |
Koshinski Asset Management, Inc. | 25 | 1 | 0.02% | 0.10% | 0.26% | Q4 2014 | Q1 2023 | 26 |
SIMPLEX TRADING, LLC | 15 | 1 | 0.00% | 0.03% | 0.24% | Q1 2015 | Q3 2023 | 26 |
Krilogy Financial LLC | 11 | 1 | 0.01% | 0.04% | 0.08% | Q3 2015 | Q2 2022 | 26 |
Municipal Employees' Retirement System of Michigan | 20 | 6 | 0.01% | 0.05% | 0.08% | Q3 2013 | Q1 2020 | 26 |
IFM Investors Pty Ltd | 26 | 26 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 26 |
AMERICAN NATIONAL BANK | 16 | 10 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q2 2023 | 26 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.01% | 0.04% | 0.30% | Q1 2016 | Q1 2022 | 25 |
HARTLINE INVESTMENT CORP/ | 24 | 1 | 0.08% | 0.24% | 0.40% | Q2 2014 | Q1 2021 | 25 |
CAPTRUST FINANCIAL ADVISORS | 25 | 25 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 25 |
Asset Dedication, LLC | 18 | 1 | 0.00% | 0.03% | 0.12% | Q4 2015 | Q3 2023 | 25 |
abrdn plc | 25 | 25 | 0.01% | 0.03% | 0.10% | Q3 2017 | Q3 2023 | 25 |
Checchi Capital Advisers, LLC | 18 | 1 | 0.02% | 0.04% | 0.09% | Q4 2014 | Q1 2022 | 25 |
MCF Advisors LLC | 8 | 4 | 0.00% | 0.01% | 0.03% | Q4 2011 | Q3 2023 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q2 2023 | 25 |
BANK OF HAWAII | 25 | 25 | 0.04% | 0.09% | 0.20% | Q1 2014 | Q1 2020 | 25 |
SUNTRUST BANKS INC | 17 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 25 |
CAAS CAPITAL MANAGEMENT LP | 8 | 3 | 0.00% | 0.03% | 0.18% | Q4 2020 | Q3 2023 | 25 |
Compagnie Lombard Odier SCmA | 19 | 2 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q4 2022 | 25 |
Prospera Financial Services Inc | 21 | 4 | 0.02% | 0.05% | 0.17% | Q2 2017 | Q3 2023 | 25 |
Anchor Investment Management, LLC | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
Transamerica Financial Advisors, Inc. | 12 | 1 | 0.00% | 0.03% | 0.28% | Q2 2013 | Q3 2023 | 25 |
RENAISSANCE GROUP LLC | 25 | 25 | 0.01% | 1.14% | 1.57% | Q1 2014 | Q1 2020 | 25 |
Tributary Capital Management, LLC | 25 | 25 | 0.03% | 0.36% | 1.36% | Q4 2013 | Q4 2019 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.05% | 0.13% | Q4 2016 | Q3 2023 | 25 |
Cerity Partners LLC | 13 | 12 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q2 2023 | 25 |
MASSMUTUAL TRUST CO FSB/ADV | 15 | 1 | 0.00% | 0.01% | 0.25% | Q3 2014 | Q4 2023 | 25 |
CREDIT AGRICOLE S A | 18 | 1 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 25 |
Vigilant Capital Management, LLC | 24 | 1 | 0.00% | 1.17% | 2.06% | Q3 2014 | Q3 2021 | 25 |
HOMESTEAD ADVISERS CORP | 25 | 25 | 0.66% | 1.89% | 2.96% | Q1 2016 | Q1 2022 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q2 2019 | 25 |
Sonora Investment Management, LLC | 25 | 25 | 0.01% | 0.18% | 0.76% | Q3 2015 | Q3 2021 | 25 |
GAM Holding AG | 17 | 2 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q4 2019 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
Hudock, Inc. | 18 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 25 |
Institute for Wealth Management, LLC. | 19 | 6 | 0.05% | 0.19% | 0.41% | Q2 2017 | Q3 2023 | 25 |
Glenview Trust Co | 24 | 24 | 0.01% | 0.27% | 0.65% | Q3 2017 | Q2 2023 | 24 |
AE Wealth Management LLC | 24 | 24 | 0.01% | 0.04% | 0.09% | Q4 2017 | Q3 2023 | 24 |
Gemmer Asset Management LLC | 13 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2022 | 24 |
PGGM Investments | 21 | 1 | 0.00% | 0.09% | 0.19% | Q3 2013 | Q2 2021 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.02% | 0.08% | 0.16% | Q4 2017 | Q3 2023 | 24 |
Bartlett & Co. LLC | 16 | 8 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2023 | 24 |
TOTH FINANCIAL ADVISORY CORP | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.05% | 0.13% | Q4 2017 | Q3 2023 | 24 |
ALPS ADVISORS INC | 12 | 4 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2023 | 24 |
Quantbot Technologies LP | 7 | 1 | 0.07% | 0.26% | 0.65% | Q2 2013 | Q3 2023 | 24 |
Cadence Bank | 24 | 24 | 0.04% | 0.08% | 0.14% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Independent Advisor Alliance | 22 | 1 | 0.00% | 0.24% | 0.80% | Q1 2017 | Q3 2023 | 24 |
SFMG, LLC | 23 | 1 | 0.03% | 0.06% | 0.12% | Q1 2015 | Q4 2022 | 24 |
Palouse Capital Management, Inc. | 19 | 5 | 0.58% | 0.93% | 1.48% | Q2 2013 | Q4 2019 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.02% | 0.08% | 0.15% | Q2 2013 | Q1 2019 | 24 |
JFS WEALTH ADVISORS, LLC | 23 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.03% | 0.07% | 0.12% | Q4 2017 | Q3 2023 | 24 |
Mirae Asset Global Investments Co., Ltd. | 22 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 24 |
ROYAL LONDON ASSET MANAGEMENT LTD | 11 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 24 |
Clean Yield Group | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.05% | 0.13% | 0.19% | Q2 2013 | Q1 2019 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.03% | 0.24% | Q4 2017 | Q3 2023 | 24 |
WealthTrust-Arizona, LLC | 23 | 23 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q4 2018 | 24 |
OAKBROOK INVESTMENTS LLC | 11 | 2 | 0.02% | 0.15% | 0.24% | Q2 2013 | Q3 2019 | 24 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 16 | 7 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2023 | 23 |
Edge Wealth Management LLC | 19 | 2 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2021 | 23 |
COUNTRY TRUST BANK | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2023 | 23 |
Candriam S.C.A. | 19 | 1 | 0.02% | 0.20% | 0.75% | Q4 2014 | Q2 2023 | 23 |
Belpointe Asset Management LLC | 23 | 23 | 0.02% | 0.07% | 0.12% | Q3 2017 | Q1 2023 | 23 |
Profit Investment Management, LLC | 23 | 23 | 0.29% | 0.98% | 1.89% | Q1 2016 | Q3 2021 | 23 |
Successful Portfolios LLC | 23 | 23 | 0.21% | 0.34% | 0.57% | Q4 2017 | Q2 2023 | 23 |
Moors & Cabot, Inc. | 20 | 3 | 0.02% | 0.08% | 0.17% | Q1 2015 | Q4 2020 | 23 |
CENTAURUS FINANCIAL, INC. | 14 | 9 | 0.02% | 0.06% | 0.17% | Q4 2017 | Q3 2023 | 23 |
Burt Wealth Advisors | 23 | 23 | 0.01% | 0.02% | 0.05% | Q2 2015 | Q4 2020 | 23 |
TIAA, FSB | 16 | 7 | 0.00% | 0.01% | 0.06% | Q3 2017 | Q2 2023 | 23 |
Weil Company, Inc. | 23 | 23 | 0.10% | 0.26% | 0.52% | Q4 2017 | Q2 2023 | 23 |
Altshuler Shaham Ltd | 23 | 23 | 0.01% | 1.24% | 5.34% | Q4 2017 | Q2 2023 | 23 |
EXANE DERIVATIVES | 11 | 1 | 0.00% | 0.20% | 2.19% | Q1 2015 | Q3 2021 | 23 |
Mercer Capital Advisers, Inc. | 21 | 2 | 0.01% | 0.04% | 0.12% | Q1 2015 | Q3 2021 | 23 |
First Allied Advisory Services, Inc. | 23 | 23 | 0.02% | 0.06% | 0.18% | Q1 2015 | Q3 2020 | 23 |
OLD NATIONAL BANCORP /IN/ | 20 | 3 | 0.02% | 0.06% | 0.10% | Q3 2014 | Q2 2020 | 23 |
Cambridge Advisors Inc. | 23 | 23 | 0.08% | 0.17% | 0.24% | Q4 2014 | Q2 2020 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.01% | 1.02% | 3.43% | Q1 2018 | Q3 2023 | 23 |
Aldebaran Financial Inc. | 23 | 23 | 0.37% | 1.52% | 2.09% | Q4 2014 | Q2 2020 | 23 |
Cetera Investment Advisers | 13 | 10 | 0.01% | 0.04% | 0.06% | Q1 2017 | Q3 2023 | 23 |
Kalos Management, Inc. | 17 | 1 | 0.02% | 0.54% | 1.85% | Q4 2015 | Q2 2023 | 23 |
Prime Capital Investment Advisors, LLC | 23 | 23 | 0.01% | 0.23% | 1.73% | Q1 2018 | Q3 2023 | 23 |
Weiss Multi-Strategy Advisers LLC | 9 | 1 | 0.02% | 0.20% | 0.80% | Q1 2016 | Q2 2023 | 23 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 23 | 23 | 0.00% | 0.06% | 0.39% | Q2 2017 | Q4 2022 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.04% | 0.08% | 0.13% | Q1 2018 | Q3 2023 | 23 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 22 | 1 | 0.00% | 0.02% | 0.07% | Q4 2016 | Q3 2023 | 23 |
Ninety One UK Ltd | 20 | 3 | 0.03% | 0.46% | 1.09% | Q2 2013 | Q3 2023 | 23 |
FAYEZ SAROFIM & CO | 22 | 22 | 0.00% | 0.05% | 0.10% | Q3 2016 | Q4 2021 | 22 |
Interval Partners, LP | 7 | 1 | 0.03% | 0.90% | 3.66% | Q4 2014 | Q3 2023 | 22 |
Ledyard National Bank | 22 | 22 | 0.00% | 0.16% | 0.74% | Q4 2014 | Q1 2020 | 22 |
Man Group plc | 10 | 10 | 0.00% | 0.05% | 0.20% | Q1 2018 | Q1 2023 | 22 |
ATLAS CAPITAL ADVISORS LLC | 12 | 10 | 0.00% | 0.11% | 0.33% | Q1 2018 | Q3 2023 | 22 |
Edgestream Partners, L.P. | 10 | 1 | 0.18% | 0.87% | 2.30% | Q2 2014 | Q2 2023 | 22 |
RPG Investment Advisory, LLC | 22 | 22 | 0.00% | 0.48% | 1.70% | Q4 2017 | Q1 2023 | 22 |
PARADIGM ASSET MANAGEMENT CO LLC | 12 | 2 | 0.01% | 0.35% | 0.86% | Q3 2013 | Q3 2020 | 22 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 16 | 1 | 0.03% | 0.18% | 1.92% | Q4 2015 | Q3 2022 | 22 |
Voya Financial Advisors, Inc. | 22 | 22 | 0.02% | 0.03% | 0.05% | Q4 2015 | Q1 2021 | 22 |
EMERALD ADVISERS, LLC | 21 | 1 | 0.03% | 0.15% | 0.29% | Q2 2013 | Q4 2018 | 22 |
HOWE & RUSLING INC | 21 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2022 | 22 |
MV CAPITAL MANAGEMENT, INC. | 19 | 3 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 22 |
CENTRAL BANK & TRUST CO | 21 | 1 | 0.00% | 0.62% | 1.45% | Q2 2013 | Q4 2022 | 22 |
CAPITAL ADVISORS INC/OK | 13 | 3 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 22 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 16 | 2 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 22 |
COBIZ WEALTH, LLC | 21 | 1 | 0.03% | 0.07% | 0.09% | Q2 2013 | Q2 2019 | 22 |
Grove Bank & Trust | 17 | 5 | 0.01% | 0.09% | 0.21% | Q4 2016 | Q3 2023 | 22 |
BLUESTEIN R H & CO LLC | 13 | 1 | 0.01% | 0.63% | 2.63% | Q4 2015 | Q1 2022 | 22 |
Empirical Finance, LLC | 20 | 1 | 0.01% | 0.22% | 0.61% | Q4 2016 | Q3 2023 | 22 |
SRB CORP | 21 | 1 | 0.02% | 0.03% | 0.07% | Q3 2014 | Q2 2020 | 22 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 22 | 22 | 0.00% | 0.11% | 0.20% | Q1 2016 | Q2 2021 | 22 |
Cambria Investment Management, L.P. | 22 | 22 | 0.20% | 0.51% | 1.30% | Q4 2014 | Q1 2020 | 22 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 17 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2021 | 22 |
IMS Capital Management | 20 | 1 | 0.12% | 0.61% | 1.38% | Q2 2013 | Q2 2023 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q3 2018 | 22 |
Traynor Capital Management, Inc. | 21 | 21 | 0.12% | 0.34% | 0.56% | Q4 2014 | Q4 2019 | 21 |
NewSquare Capital LLC | 10 | 1 | 0.00% | 0.04% | 0.49% | Q3 2016 | Q3 2023 | 21 |
Ackerman Capital Advisors, LLC | 9 | 1 | 0.05% | 0.44% | 2.23% | Q2 2017 | Q2 2023 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 21 |
Heritage Wealth Advisors | 21 | 21 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
NEW VERNON INVESTMENT MANAGEMENT LLC | 19 | 1 | 0.60% | 1.14% | 3.06% | Q1 2014 | Q4 2019 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 21 |
Bristol Gate Capital Partners Inc. | 21 | 21 | 4.09% | 4.60% | 5.16% | Q4 2014 | Q4 2019 | 21 |
BRYN MAWR TRUST Co | 11 | 10 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q1 2023 | 21 |
Hillsdale Investment Management Inc. | 18 | 3 | 0.00% | 0.07% | 0.14% | Q4 2013 | Q3 2019 | 21 |
Brinker Capital Investments, LLC | 10 | 4 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2022 | 21 |
Horizon Investment Services, LLC | 21 | 21 | 0.12% | 2.04% | 2.79% | Q4 2014 | Q4 2019 | 21 |
BEACH INVESTMENT COUNSEL INC/PA | 18 | 3 | 0.07% | 0.79% | 1.83% | Q4 2014 | Q1 2020 | 21 |
CAHILL FINANCIAL ADVISORS INC | 20 | 1 | 0.00% | 0.19% | 0.26% | Q4 2015 | Q3 2021 | 21 |
Morris Capital Advisors, LLC | 21 | 21 | 1.32% | 2.57% | 3.61% | Q4 2015 | Q4 2020 | 21 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 7 | 1 | 0.07% | 0.40% | 1.01% | Q2 2013 | Q3 2020 | 21 |
Covington Capital Management | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2022 | 21 |
Corbenic Partners LLC | 11 | 10 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q2 2022 | 21 |
OPPENHEIMER ASSET MANAGEMENT INC. | 20 | 1 | 0.00% | 0.04% | 0.09% | Q1 2017 | Q3 2023 | 21 |
HL FINANCIAL SERVICES LLC | 21 | 21 | 0.02% | 0.07% | 0.13% | Q1 2014 | Q1 2019 | 21 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 21 | 21 | 0.12% | 0.22% | 0.29% | Q4 2014 | Q4 2019 | 21 |
BAILARD, INC. | 19 | 1 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q1 2023 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.02% | 0.06% | 0.19% | Q2 2013 | Q2 2018 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 21 |
B. Riley Wealth Advisors, Inc. | 14 | 1 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 21 |
KLCM Advisors, Inc. | 20 | 1 | 0.06% | 0.64% | 2.13% | Q2 2015 | Q2 2023 | 21 |
Migdal Insurance & Financial Holdings Ltd. | 10 | 1 | 0.00% | 0.17% | 0.58% | Q2 2016 | Q3 2023 | 20 |
NewEdge Advisors, LLC | 6 | 3 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 0.00% | 0.00% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Schonfeld Strategic Advisors LLC | 7 | 1 | 0.01% | 0.15% | 0.64% | Q1 2016 | Q3 2023 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.03% | 0.17% | Q1 2018 | Q3 2023 | 20 |
THOMPSON DAVIS & CO., INC. | 20 | 20 | 0.02% | 0.12% | 0.32% | Q4 2013 | Q3 2018 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.03% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Engineers Gate Manager LP | 5 | 1 | 0.01% | 0.16% | 0.45% | Q4 2014 | Q1 2023 | 20 |
GRIMES & COMPANY, INC. | 20 | 20 | 0.47% | 0.64% | 0.85% | Q2 2015 | Q1 2020 | 20 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 19 | 1 | 0.04% | 0.12% | 0.17% | Q4 2015 | Q1 2021 | 20 |
Lingohr Asset Management GmbH | 14 | 6 | 0.04% | 0.64% | 1.50% | Q3 2013 | Q2 2020 | 20 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 20 | 20 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q1 2019 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.06% | 0.13% | 0.18% | Q2 2013 | Q1 2018 | 20 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.07% | 0.16% | Q2 2013 | Q2 2017 | 20 |
Zweig-DiMenna Associates LLC | 6 | 1 | 0.01% | 0.48% | 1.54% | Q4 2013 | Q4 2022 | 20 |
Glendon Capital Management LP | 20 | 20 | 0.00% | 1.16% | 2.38% | Q1 2016 | Q4 2020 | 20 |
Epoch Investment Partners, Inc. | 20 | 20 | 0.02% | 0.06% | 0.13% | Q1 2017 | Q4 2021 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.01% | 0.02% | 0.10% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2022 | 20 |
Patriot Financial Group Insurance Agency, LLC | 11 | 9 | 0.00% | 0.02% | 0.07% | Q4 2016 | Q2 2022 | 20 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 4 | 0.02% | 0.07% | 0.15% | Q4 2017 | Q4 2022 | 20 |
LEVEL FOUR ADVISORY SERVICES, LLC | 13 | 7 | 0.01% | 0.07% | 0.26% | Q4 2016 | Q4 2021 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2018 | 20 |
Sterneck Capital Management, LLC | 11 | 1 | 0.12% | 0.22% | 0.36% | Q2 2015 | Q2 2023 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.03% | 0.21% | 0.33% | Q1 2013 | Q4 2017 | 20 |
Field & Main Bank | 12 | 2 | 0.00% | 0.06% | 0.24% | Q1 2015 | Q2 2023 | 20 |
Riverview Trust Co | 20 | 20 | 0.03% | 0.05% | 0.10% | Q4 2018 | Q3 2023 | 20 |
HOWARD FINANCIAL SERVICES, LTD. | 20 | 20 | 0.14% | 0.41% | 0.72% | Q4 2018 | Q3 2023 | 20 |
NATIXIS | 7 | 1 | 0.00% | 0.05% | 0.28% | Q4 2013 | Q1 2023 | 20 |
TELEMUS CAPITAL, LLC | 13 | 1 | 0.02% | 0.02% | 0.05% | Q4 2014 | Q1 2023 | 20 |
WHITTIER TRUST CO OF NEVADA INC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Freedom Investment Management, Inc. | 15 | 1 | 0.02% | 0.06% | 0.14% | Q1 2013 | Q4 2020 | 20 |
Decatur Capital Management, Inc. | 9 | 3 | 0.14% | 1.62% | 2.58% | Q2 2013 | Q2 2021 | 20 |
STEVENS CAPITAL MANAGEMENT LP | 4 | 1 | 0.02% | 0.23% | 0.55% | Q2 2013 | Q3 2023 | 20 |
CHEMICAL BANK | 20 | 20 | 0.04% | 0.24% | 0.38% | Q3 2014 | Q2 2019 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 18 | 1 | 0.01% | 0.15% | 0.48% | Q2 2018 | Q2 2023 | 19 |
Capital Planning Advisors, LLC | 19 | 19 | 0.06% | 0.16% | 0.29% | Q4 2017 | Q2 2022 | 19 |
Investors Research Corp | 19 | 19 | 0.02% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 19 |
Jupiter Investment Management Ltd | 6 | 1 | 0.00% | 0.56% | 1.73% | Q2 2013 | Q2 2020 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 19 |
Trexquant Investment LP | 8 | 1 | 0.03% | 0.21% | 0.42% | Q4 2014 | Q3 2022 | 19 |
CADENCE BANK NA | 13 | 1 | 0.06% | 0.14% | 0.43% | Q4 2013 | Q3 2021 | 19 |
Intercontinental Wealth Advisors, LLC | 19 | 19 | 0.02% | 0.07% | 0.12% | Q4 2018 | Q2 2023 | 19 |
SeaCrest Wealth Management, LLC | 13 | 6 | 0.01% | 0.06% | 0.16% | Q4 2017 | Q2 2023 | 19 |
MERITAGE PORTFOLIO MANAGEMENT | 11 | 4 | 0.06% | 0.55% | 0.86% | Q1 2014 | Q1 2020 | 19 |
Snowden Capital Advisors LLC | 8 | 2 | 0.01% | 0.06% | 0.24% | Q1 2016 | Q3 2023 | 19 |
WEALTHFRONT Corp | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2018 | 19 |
Fernwood Investment Management, LLC | 19 | 19 | 0.08% | 0.19% | 0.33% | Q2 2017 | Q4 2021 | 19 |
Quinn Opportunity Partners LLC | 7 | 1 | 0.04% | 0.14% | 0.40% | Q4 2014 | Q3 2023 | 19 |
Kavar Capital Partners, LLC | 17 | 2 | 0.00% | 1.06% | 1.54% | Q4 2013 | Q2 2019 | 19 |
American Trust Investment Advisors, LLC | 19 | 19 | 1.62% | 3.25% | 4.80% | Q2 2015 | Q4 2019 | 19 |
Private Ocean, LLC | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 14 | 2 | 0.02% | 0.04% | 0.10% | Q4 2014 | Q1 2020 | 19 |
NuWave Investment Management, LLC | 7 | 1 | 0.00% | 0.42% | 2.27% | Q2 2013 | Q3 2022 | 19 |
Manchester Capital Management LLC | 8 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 19 |
Larson Financial Group LLC | 18 | 18 | 0.00% | 0.04% | 0.10% | Q2 2019 | Q3 2023 | 19 |
ATWOOD & PALMER INC | 12 | 7 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 19 |
Fruth Investment Management | 19 | 19 | 0.13% | 0.20% | 0.27% | Q2 2013 | Q4 2017 | 19 |
FAS Wealth Partners, Inc. | 10 | 9 | 0.03% | 0.11% | 0.17% | Q4 2016 | Q3 2023 | 19 |
Bristlecone Advisors, LLC | 19 | 19 | 0.04% | 0.38% | 0.78% | Q4 2015 | Q2 2020 | 19 |
Achmea Investment Management B.V. | 12 | 1 | 0.00% | 0.06% | 0.14% | Q1 2017 | Q1 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2022 | 19 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2019 | 19 |
Cresset Asset Management, LLC | 13 | 5 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 18 |
Laurel Wealth Advisors LLC | 14 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 18 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.12% | 0.42% | Q3 2018 | Q3 2023 | 18 |
Wambolt & Associates, LLC | 18 | 18 | 0.10% | 0.23% | 0.35% | Q1 2019 | Q2 2023 | 18 |
Carmichael Hill & Associates, Inc. | 15 | 15 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 18 |
Avondale Wealth Management | 15 | 3 | 0.00% | 0.06% | 0.26% | Q4 2018 | Q3 2023 | 18 |
FIRST FOUNDATION ADVISORS | 13 | 1 | 0.01% | 0.12% | 0.70% | Q2 2013 | Q1 2022 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q3 2017 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q1 2021 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2014 | 18 |
CHICAGO EQUITY PARTNERS LLC | 10 | 3 | 0.01% | 0.31% | 0.78% | Q1 2014 | Q1 2020 | 18 |
FIRST INTERSTATE BANK | 18 | 18 | 0.01% | 0.02% | 0.10% | Q3 2015 | Q4 2019 | 18 |
LEUTHOLD GROUP, LLC | 18 | 18 | 0.69% | 1.05% | 1.41% | Q2 2013 | Q3 2017 | 18 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 11 | 1 | 0.04% | 0.15% | 0.22% | Q2 2013 | Q4 2022 | 18 |
Hawkins Capital L.P. | 11 | 7 | 1.86% | 3.31% | 6.87% | Q2 2013 | Q4 2017 | 18 |
Scott & Selber, Inc. | 7 | 1 | 0.35% | 1.28% | 2.85% | Q2 2013 | Q3 2023 | 18 |
WESBANCO BANK INC | 13 | 5 | 0.01% | 0.15% | 0.30% | Q2 2013 | Q1 2022 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.04% | 0.08% | 0.15% | Q2 2013 | Q3 2017 | 18 |
SCOTIA CAPITAL INC. | 9 | 1 | 0.00% | 0.01% | 0.05% | Q2 2014 | Q2 2023 | 18 |
Boston Partners | 18 | 18 | 0.11% | 0.42% | 0.74% | Q2 2017 | Q3 2021 | 18 |
Clearstead Advisors, LLC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
PALISADE CAPITAL MANAGEMENT, LP | 8 | 1 | 0.01% | 0.06% | 0.22% | Q2 2014 | Q4 2019 | 18 |
RAY GERALD L & ASSOCIATES LTD | 18 | 18 | 2.61% | 5.18% | 7.07% | Q2 2013 | Q3 2017 | 18 |
CALTON & ASSOCIATES, INC. | 18 | 18 | 0.08% | 0.13% | 0.18% | Q4 2017 | Q1 2022 | 18 |
Alyeska Investment Group, L.P. | 3 | 1 | 0.01% | 0.32% | 0.64% | Q3 2015 | Q3 2023 | 18 |
CSat Investment Advisory, L.P. | 12 | 2 | 0.20% | 2.02% | 5.08% | Q2 2013 | Q1 2021 | 18 |
LINCOLN NATIONAL CORP | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
CAPITAL ONE, NATIONAL ASSOCIATION | 18 | 18 | 0.20% | 0.53% | 0.71% | Q1 2014 | Q2 2018 | 18 |
FRED ALGER MANAGEMENT, LLC | 14 | 1 | 0.00% | 0.08% | 0.46% | Q2 2014 | Q3 2021 | 18 |
BCWM, LLC | 18 | 18 | 0.49% | 1.71% | 2.19% | Q3 2016 | Q4 2020 | 18 |
FDx Advisors, Inc. | 7 | 1 | 0.01% | 0.03% | 0.06% | Q2 2014 | Q1 2021 | 18 |
Telos Capital Management, Inc. | 18 | 18 | 0.48% | 0.65% | 0.80% | Q3 2015 | Q4 2019 | 18 |
Virtu KCG Holdings LLC | 12 | 3 | 0.00% | 0.03% | 0.13% | Q3 2013 | Q2 2017 | 18 |
Alexandria Capital, LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 18 |
LMR Partners LLP | 9 | 1 | 0.01% | 0.38% | 1.27% | Q2 2014 | Q3 2023 | 18 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 18 |
Community Bank of Raymore | 16 | 2 | 0.10% | 0.13% | 0.18% | Q4 2014 | Q2 2019 | 18 |
Archer Investment Corp | 10 | 8 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 18 |
Oak Grove Capital LLC | 10 | 6 | 0.00% | 0.57% | 1.11% | Q4 2017 | Q2 2022 | 18 |
Simmons Bank | 9 | 9 | 0.02% | 0.05% | 0.14% | Q4 2017 | Q3 2023 | 18 |
DELTA FINANCIAL ADVISORS LLC | 18 | 18 | 0.21% | 0.48% | 0.75% | Q2 2019 | Q3 2023 | 18 |
Symmetry Partners, LLC | 12 | 6 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q2 2023 | 18 |
Holocene Advisors, LP | 9 | 2 | 0.01% | 0.22% | 1.37% | Q1 2018 | Q3 2023 | 18 |
Family Legacy, Inc. | 18 | 18 | 0.10% | 0.22% | 0.42% | Q2 2019 | Q3 2023 | 18 |
GREAT LAKES ADVISORS, LLC | 14 | 3 | 0.01% | 0.09% | 0.43% | Q3 2014 | Q3 2023 | 17 |
Segment Wealth Management, LLC | 9 | 1 | 0.02% | 0.08% | 0.47% | Q3 2016 | Q1 2022 | 17 |
WealthPLAN Partners, LLC | 9 | 1 | 0.00% | 0.04% | 0.08% | Q1 2015 | Q2 2023 | 17 |
FIRST FINANCIAL CORP /IN/ | 12 | 5 | 0.00% | 0.06% | 0.31% | Q1 2015 | Q3 2023 | 17 |
LMCG INVESTMENTS, LLC | 10 | 7 | 0.07% | 0.18% | 0.42% | Q2 2013 | Q3 2023 | 17 |
Quantitative Investment Management, LLC | 6 | 1 | 0.03% | 0.34% | 1.04% | Q2 2013 | Q3 2023 | 17 |
Oxbow Advisors, LLC | 10 | 1 | 0.03% | 0.42% | 1.00% | Q2 2013 | Q1 2021 | 17 |
COLRAIN CAPITAL LLC | 7 | 4 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q1 2020 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.02% | 0.03% | 0.05% | Q1 2018 | Q1 2022 | 17 |
1832 Asset Management L.P. | 15 | 1 | 0.00% | 0.02% | 0.17% | Q4 2014 | Q3 2021 | 17 |
BOOTHBAY FUND MANAGEMENT, LLC | 6 | 1 | 0.01% | 0.06% | 0.16% | Q3 2015 | Q3 2023 | 17 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 17 | 17 | 0.08% | 1.43% | 1.98% | Q1 2018 | Q1 2022 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.06% | 0.13% | 0.32% | Q2 2013 | Q2 2017 | 17 |
Allred Capital Management, LLC | 9 | 3 | 0.11% | 0.22% | 0.39% | Q4 2018 | Q2 2023 | 17 |
Walleye Capital LLC | 6 | 1 | 0.00% | 0.03% | 0.14% | Q1 2019 | Q3 2023 | 17 |
St. Johns Investment Management Company, LLC | 16 | 1 | 0.02% | 0.42% | 0.71% | Q3 2014 | Q4 2020 | 17 |
Phocas Financial Corp. | 7 | 3 | 0.02% | 0.18% | 0.96% | Q2 2013 | Q4 2019 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.02% | 0.05% | 0.10% | Q1 2018 | Q1 2022 | 17 |
Mn Services Vermogensbeheer B.V. | 17 | 17 | 0.02% | 0.04% | 0.05% | Q1 2016 | Q1 2020 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 17 |
Salient Capital Advisors, LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
Marshall Wace North America L.P. | 6 | 2 | 0.00% | 0.13% | 0.66% | Q3 2013 | Q3 2021 | 17 |
Rafferty Asset Management, LLC | 14 | 1 | 0.01% | 0.02% | 0.11% | Q1 2014 | Q3 2023 | 17 |
SEEYOND | 17 | 17 | 0.02% | 0.09% | 0.17% | Q4 2018 | Q4 2022 | 17 |
Global Wealth Management Investment Advisory, Inc. | 15 | 2 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 17 |
SYMPHONY ASSET MANAGEMENT LLC | 15 | 1 | 0.12% | 0.27% | 0.88% | Q2 2014 | Q2 2020 | 17 |
WEALTH ADVISORS, INC. | 12 | 12 | 0.00% | 0.85% | 2.02% | Q4 2019 | Q3 2022 | 17 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 9 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 17 |
BlueCrest Capital Management Ltd | 8 | 1 | 0.01% | 0.18% | 0.62% | Q3 2015 | Q3 2020 | 17 |
NumerixS Investment Technologies Inc | 8 | 1 | 0.02% | 0.22% | 0.46% | Q4 2014 | Q2 2020 | 17 |
WADDELL & REED FINANCIAL INC | 7 | 1 | 0.00% | 0.07% | 0.12% | Q2 2014 | Q1 2021 | 17 |
1st Global Advisors, Inc. | 17 | 17 | 0.04% | 0.09% | 0.22% | Q2 2013 | Q2 2017 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.00% | 0.05% | 0.09% | Q2 2013 | Q2 2017 | 17 |
Laffer Tengler Investments, Inc. | 11 | 6 | 0.00% | 0.17% | 0.58% | Q2 2015 | Q2 2023 | 17 |
Western Wealth Management, LLC | 7 | 4 | 0.00% | 0.04% | 0.07% | Q4 2018 | Q2 2023 | 17 |
Wealthspire Advisors, L.P. | 17 | 17 | 0.02% | 0.05% | 0.08% | Q4 2015 | Q4 2019 | 17 |
EVOKE WEALTH, LLC | 17 | 17 | 0.00% | 0.03% | 0.14% | Q3 2019 | Q3 2023 | 17 |
JONES FINANCIAL COMPANIES LLLP | 12 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 16 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 6 | 2 | 0.00% | 0.15% | 0.66% | Q2 2013 | Q3 2023 | 16 |
Cable Hill Partners, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2018 | 16 |
Vestcor Inc | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.01% | 0.03% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Beach Investment Management, LLC. | 13 | 3 | 0.50% | 1.37% | 2.46% | Q4 2014 | Q4 2018 | 16 |
Skylands Capital, LLC | 15 | 1 | 0.04% | 0.61% | 0.82% | Q2 2014 | Q1 2020 | 16 |
THOMAS WHITE INTERNATIONAL LTD | 16 | 16 | 0.10% | 0.16% | 0.22% | Q3 2015 | Q2 2019 | 16 |
Calamos Wealth Management LLC | 11 | 5 | 0.18% | 0.42% | 0.59% | Q1 2016 | Q4 2022 | 16 |
C M BIDWELL & ASSOCIATES LTD | 14 | 2 | 0.01% | 0.19% | 1.00% | Q1 2014 | Q3 2023 | 16 |
MGO ONE SEVEN LLC | 12 | 1 | 0.01% | 0.06% | 0.15% | Q4 2017 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.01% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 16 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 13 | 1 | 0.02% | 0.48% | 0.96% | Q2 2013 | Q2 2019 | 16 |
PT ASSET MANAGEMENT, LLC | 7 | 7 | 0.01% | 0.30% | 1.20% | Q3 2015 | Q1 2017 | 16 |
FIRST CITIZENS BANK & TRUST CO | 14 | 2 | 0.04% | 0.29% | 0.60% | Q2 2013 | Q1 2018 | 16 |
Waverly Advisors, LLC | 11 | 1 | 0.00% | 0.02% | 0.03% | Q1 2015 | Q3 2023 | 16 |
PRIVATE TRUST CO NA | 7 | 3 | 0.00% | 0.02% | 0.07% | Q1 2013 | Q3 2023 | 16 |
Northwest Bancshares, Inc. | 16 | 16 | 0.05% | 0.68% | 1.18% | Q4 2017 | Q3 2021 | 16 |
Avidian Wealth Solutions, LLC | 15 | 1 | 0.02% | 0.04% | 0.11% | Q2 2017 | Q2 2023 | 16 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.08% | 0.18% | Q2 2013 | Q4 2016 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
True North Advisors, LLC | 16 | 16 | 0.07% | 0.11% | 0.14% | Q4 2019 | Q3 2023 | 16 |
Cypress Capital Management LLC (WY) | 9 | 1 | 0.01% | 0.22% | 1.95% | Q4 2014 | Q1 2021 | 16 |
CX Institutional | 13 | 1 | 0.00% | 0.15% | 0.48% | Q3 2018 | Q2 2023 | 16 |
BREMER TRUST NATIONAL ASSOCIATION | 16 | 16 | 0.07% | 0.38% | 0.60% | Q1 2015 | Q4 2018 | 16 |
Crewe Advisors LLC | 14 | 1 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 16 |
TOBAM | 8 | 3 | 0.00% | 0.17% | 0.81% | Q3 2015 | Q3 2023 | 16 |
PROFFITT & GOODSON INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 16 |
SMITH, MOORE & CO. | 11 | 5 | 0.03% | 0.05% | 0.07% | Q3 2017 | Q2 2023 | 16 |
JNBA Financial Advisors | 10 | 2 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 16 |
Harfst & Associates, Inc. | 9 | 1 | 0.00% | 0.11% | 0.23% | Q2 2015 | Q2 2022 | 16 |
AlphaCrest Capital Management LLC | 16 | 16 | 0.02% | 0.15% | 0.30% | Q4 2018 | Q3 2022 | 16 |
Sunbelt Securities, Inc. | 6 | 1 | 0.01% | 0.12% | 0.28% | Q4 2016 | Q3 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.02% | 0.20% | 0.38% | Q2 2013 | Q1 2017 | 16 |
Tillar-Wenstrup Advisors, LLC | 16 | 16 | 0.91% | 1.41% | 2.20% | Q1 2016 | Q4 2019 | 16 |
FIRST MERCANTILE TRUST CO | 16 | 16 | 0.04% | 0.11% | 0.26% | Q2 2016 | Q1 2020 | 16 |
Newfound Research LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2020 | 16 |
MONETA GROUP INVESTMENT ADVISORS LLC | 13 | 3 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
SEVEN EIGHT CAPITAL, LP | 4 | 1 | 0.00% | 0.31% | 1.04% | Q1 2014 | Q3 2021 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
E&G Advisors, LP | 11 | 1 | 0.06% | 0.12% | 0.16% | Q3 2015 | Q1 2022 | 16 |
Seelaus Asset Management LLC | 11 | 1 | 0.12% | 0.33% | 0.52% | Q4 2017 | Q1 2022 | 16 |
AXA S.A. | 9 | 2 | 0.00% | 0.04% | 0.27% | Q2 2013 | Q4 2018 | 16 |
OppenheimerFunds, Inc. | 14 | 2 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q1 2019 | 16 |
Parkwood LLC | 10 | 1 | 0.02% | 0.21% | 0.63% | Q4 2013 | Q2 2018 | 16 |
Ancora Advisors LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Redpoint Investment Management Pty Ltd | 9 | 6 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q1 2022 | 15 |
Cribstone Capital Management, LLC | 15 | 15 | 0.14% | 0.26% | 0.35% | Q2 2019 | Q4 2022 | 15 |
ATTICUS WEALTH MANAGEMENT, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 15 | 15 | 0.11% | 0.40% | 1.43% | Q1 2020 | Q3 2023 | 15 |
TRUE Private Wealth Advisors | 8 | 1 | 0.02% | 0.04% | 0.09% | Q3 2018 | Q3 2023 | 15 |
Acropolis Investment Management, LLC | 15 | 15 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.04% | 0.08% | 0.11% | Q2 2013 | Q4 2016 | 15 |
Certified Advisory Corp | 11 | 4 | 0.04% | 0.55% | 1.82% | Q4 2017 | Q4 2021 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.03% | 0.11% | 0.20% | Q2 2013 | Q4 2016 | 15 |
Virtu Financial LLC | 5 | 1 | 0.01% | 0.09% | 0.32% | Q3 2017 | Q3 2023 | 15 |
Bogart Wealth, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
RBF Capital, LLC | 15 | 15 | 0.05% | 0.20% | 0.31% | Q1 2020 | Q3 2023 | 15 |
HWG Holdings LP | 5 | 1 | 0.00% | 0.74% | 3.50% | Q4 2015 | Q3 2023 | 15 |
Archford Capital Strategies, LLC | 6 | 4 | 0.00% | 0.03% | 0.05% | Q1 2014 | Q2 2019 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q4 2016 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.08% | 0.19% | Q2 2013 | Q4 2016 | 15 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 14 | 1 | 0.01% | 0.24% | 0.43% | Q4 2019 | Q3 2023 | 15 |
Convergence Investment Partners, LLC | 13 | 1 | 0.01% | 0.35% | 0.49% | Q2 2013 | Q1 2018 | 15 |
Handelsbanken Fonder AB | 14 | 1 | 0.01% | 0.03% | 0.05% | Q4 2015 | Q3 2023 | 15 |
Avestar Capital, LLC | 8 | 7 | 0.00% | 0.05% | 0.14% | Q4 2017 | Q1 2022 | 15 |
OFI Advisors LLC | 11 | 4 | 0.07% | 0.10% | 0.12% | Q3 2011 | Q3 2015 | 15 |
MCKINLEY CAPITAL MANAGEMENT LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q4 2017 | 15 |
GREENLEAF TRUST | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 15 |
Old North State Trust, LLC | 6 | 3 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2023 | 15 |
Artisan Partners Limited Partnership | 15 | 15 | 0.49% | 0.63% | 0.82% | Q1 2020 | Q3 2023 | 15 |
Aureus Asset Management, LLC | 12 | 3 | 0.03% | 0.25% | 1.79% | Q4 2014 | Q4 2019 | 15 |
Core Wealth Advisors, Inc. | 15 | 15 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Cordasco Financial Network | 15 | 15 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q2 2022 | 15 |
Merit Financial Group, LLC | 15 | 15 | 0.02% | 0.05% | 0.08% | Q4 2017 | Q2 2021 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
WASHINGTON TRUST BANK | 15 | 15 | 0.01% | 0.03% | 0.06% | Q3 2015 | Q1 2019 | 15 |
Financial Advocates Investment Management | 11 | 1 | 0.02% | 0.04% | 0.19% | Q3 2018 | Q2 2023 | 15 |
Numeric Investors LLC | 8 | 1 | 0.01% | 0.63% | 1.58% | Q3 2013 | Q4 2017 | 15 |
Daiwa SB Investments Ltd. | 15 | 15 | 0.03% | 0.25% | 0.54% | Q3 2015 | Q1 2019 | 15 |
Bray Capital Advisors | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Evercore Wealth Management, LLC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2021 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.05% | 0.10% | 0.13% | Q2 2013 | Q4 2016 | 15 |
Catalyst Capital Advisors LLC | 8 | 1 | 0.02% | 0.68% | 1.58% | Q2 2013 | Q2 2019 | 15 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2023 | 15 |
EADS & HEALD WEALTH MANAGEMENT | 9 | 6 | 0.10% | 0.23% | 0.41% | Q4 2017 | Q2 2023 | 15 |
Patten Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q4 2018 | 15 |
M&G INVESTMENT MANAGEMENT LTD | 15 | 15 | 0.02% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.02% | 0.07% | 0.18% | Q1 2017 | Q3 2020 | 15 |
Grantham, Mayo, Van Otterloo & Co. LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 15 |
Anchor Bolt Capital, LP | 14 | 1 | 0.71% | 3.55% | 7.46% | Q2 2015 | Q1 2019 | 15 |
First Personal Financial Services | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Cipher Capital LP | 5 | 1 | 0.02% | 0.32% | 0.74% | Q4 2013 | Q4 2022 | 15 |
XPONANCE, INC. | 14 | 1 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q3 2023 | 15 |
Pendal Group Ltd | 13 | 2 | 0.00% | 0.18% | 0.45% | Q2 2017 | Q4 2022 | 15 |
OneDigital Investment Advisors LLC | 9 | 6 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2021 | 15 |
EP Wealth Advisors, LLC | 6 | 2 | 0.00% | 0.03% | 0.16% | Q2 2019 | Q3 2023 | 15 |
Quantitative Systematic Strategies LLC | 4 | 1 | 0.11% | 0.43% | 0.87% | Q2 2014 | Q4 2020 | 15 |
PICTON MAHONEY ASSET MANAGEMENT | 8 | 1 | 0.00% | 0.36% | 0.72% | Q4 2013 | Q4 2022 | 15 |
Grace Capital | 15 | 15 | 0.04% | 0.17% | 0.33% | Q2 2018 | Q4 2021 | 15 |
tru Independence LLC | 12 | 3 | 0.00% | 1.04% | 1.80% | Q4 2019 | Q3 2023 | 15 |
Destination Wealth Management | 8 | 1 | 0.00% | 0.34% | 0.93% | Q2 2016 | Q4 2022 | 15 |
PIN OAK INVESTMENT ADVISORS INC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
HARRIS ASSOCIATES L P | 15 | 15 | 0.00% | 0.34% | 0.78% | Q3 2017 | Q1 2021 | 15 |
Retirement Group, LLC | 14 | 1 | 0.00% | 0.02% | 0.12% | Q4 2019 | Q3 2023 | 15 |
Triton Wealth Management, PLLC | 15 | 15 | 0.19% | 0.51% | 1.39% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.03% | 0.04% | 0.07% | Q2 2016 | Q4 2019 | 15 |
Equitable Holdings, Inc. | 13 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
Avion Wealth | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.03% | 0.06% | 0.09% | Q3 2016 | Q1 2020 | 15 |
BlackRock Group LTD | 15 | 15 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q4 2016 | 15 |
MCIA Inc | 10 | 2 | 0.01% | 0.13% | 0.25% | Q2 2017 | Q2 2023 | 15 |
Proficio Capital Partners LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Cornerstone Wealth Management, LLC | 6 | 1 | 0.01% | 0.05% | 0.10% | Q3 2016 | Q3 2021 | 15 |
GUARDIAN CAPITAL LP | 14 | 14 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2017 | 14 |
INVESTMENT HOUSE LLC | 13 | 1 | 0.03% | 0.10% | 0.16% | Q1 2017 | Q3 2020 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.03% | 0.04% | 0.05% | Q4 2015 | Q1 2019 | 14 |
Quadrature Capital Ltd | 5 | 1 | 0.05% | 0.44% | 1.27% | Q3 2015 | Q3 2023 | 14 |
Sitrin Capital Management LLC | 14 | 14 | 2.35% | 2.80% | 3.88% | Q2 2020 | Q3 2023 | 14 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 14 | 14 | 0.03% | 0.14% | 0.36% | Q2 2015 | Q3 2018 | 14 |
SII INVESTMENTS INC/WI | 14 | 14 | 0.01% | 0.08% | 0.17% | Q2 2014 | Q3 2017 | 14 |
SAWGRASS ASSET MANAGEMENT LLC | 7 | 1 | 0.01% | 0.44% | 1.14% | Q4 2013 | Q1 2018 | 14 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
EXCALIBUR MANAGEMENT CORP | 14 | 14 | 0.11% | 0.27% | 0.41% | Q2 2020 | Q3 2023 | 14 |
Visionary Wealth Advisors | 14 | 14 | 0.02% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Atria Investments, Inc | 5 | 1 | 0.02% | 0.04% | 0.21% | Q4 2013 | Q2 2021 | 14 |
Riggs Asset Managment Co. Inc. | 12 | 2 | 0.00% | 0.40% | 3.06% | Q3 2019 | Q1 2023 | 14 |
MOUNT VERNON ASSOCIATES INC /MD/ | 14 | 14 | 1.10% | 1.61% | 2.22% | Q2 2020 | Q3 2023 | 14 |
PointState Capital LP | 7 | 1 | 0.02% | 0.92% | 3.01% | Q2 2014 | Q4 2017 | 14 |
CYPRESS ASSET MANAGEMENT INC/TX | 14 | 14 | 0.06% | 0.12% | 0.17% | Q3 2016 | Q4 2019 | 14 |
Royal Fund Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2020 | 14 |
PARUS FINANCE (UK) Ltd | 14 | 14 | 2.62% | 3.84% | 6.29% | Q2 2020 | Q3 2023 | 14 |
Global Trust Asset Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
TOWNSQUARE CAPITAL LLC | 14 | 14 | 0.02% | 0.07% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Narwhal Capital Management | 14 | 14 | 0.12% | 0.42% | 0.77% | Q2 2020 | Q3 2023 | 14 |
S&T BANK/PA | 14 | 14 | 0.73% | 0.95% | 1.20% | Q2 2020 | Q3 2023 | 14 |
Ardevora Asset Management LLP | 6 | 4 | 0.81% | 1.12% | 1.92% | Q4 2014 | Q3 2021 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.06% | 0.20% | 0.30% | Q2 2013 | Q3 2016 | 14 |
MIDAS MANAGEMENT CORP | 14 | 14 | 0.20% | 0.72% | 1.05% | Q1 2016 | Q2 2019 | 14 |
UNITED FIRE GROUP INC | 14 | 14 | 0.13% | 0.15% | 0.17% | Q4 2016 | Q1 2020 | 14 |
Egerton Capital (UK) LLP | 14 | 14 | 3.33% | 6.12% | 11.76% | Q4 2014 | Q1 2018 | 14 |
Unison Advisors LLC | 14 | 14 | 0.62% | 0.74% | 0.91% | Q4 2017 | Q1 2021 | 14 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 13 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 14 |
Banco de Sabadell, S.A | 14 | 14 | 0.01% | 0.04% | 0.14% | Q4 2017 | Q1 2021 | 14 |
ANALYTIC INVESTORS, LLC | 14 | 14 | 0.01% | 0.17% | 0.41% | Q2 2013 | Q3 2016 | 14 |
CONCENTRIC WEALTH MANAGEMENT, LLC | 14 | 14 | 0.53% | 0.69% | 0.92% | Q2 2020 | Q3 2023 | 14 |
Regal Investment Advisors LLC | 10 | 1 | 0.01% | 0.18% | 0.88% | Q2 2013 | Q4 2020 | 14 |
A.R.T. Advisors, LLC | 3 | 1 | 0.04% | 0.19% | 0.45% | Q2 2013 | Q2 2019 | 14 |
KENNEDY CAPITAL MANAGEMENT LLC | 8 | 1 | 0.01% | 0.11% | 0.16% | Q2 2013 | Q1 2023 | 14 |
Wealthstreet Investment Advisors, LLC | 14 | 14 | 1.60% | 3.05% | 6.87% | Q4 2017 | Q1 2021 | 14 |
Your Advocates Ltd., LLP | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
MARTINGALE ASSET MANAGEMENT L P | 9 | 1 | 0.00% | 0.16% | 0.46% | Q2 2013 | Q3 2019 | 14 |
Moisand Fitzgerald Tamayo, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
MYCIO WEALTH PARTNERS, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 14 |
APPLETON PARTNERS INC/MA | 14 | 14 | 0.04% | 0.06% | 0.09% | Q4 2014 | Q1 2018 | 14 |
JENNISON ASSOCIATES LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 14 |
RIVER GLOBAL INVESTORS LLP | 14 | 14 | 0.26% | 0.46% | 0.64% | Q2 2020 | Q3 2023 | 14 |
XR Securities LLC | 11 | 1 | 0.00% | 0.03% | 0.19% | Q3 2018 | Q4 2022 | 14 |
Independence Bank of Kentucky | 10 | 4 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 14 |
Edgemoor Investment Advisors, Inc. | 14 | 14 | 1.14% | 1.66% | 2.11% | Q3 2015 | Q4 2018 | 14 |
ROTHSCHILD INVESTMENT LLC /IL | 8 | 1 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q2 2023 | 14 |
HighMark Wealth Management LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 14 |
Argentus Capital Management, LLC | 14 | 14 | 0.02% | 0.10% | 0.22% | Q2 2013 | Q3 2016 | 14 |
IFC Holdings Incorporated/FL | 14 | 14 | 0.03% | 0.05% | 0.14% | Q3 2014 | Q4 2017 | 14 |
UBS OCONNOR LLC | 3 | 1 | 0.01% | 0.11% | 0.39% | Q4 2014 | Q3 2022 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
Berkshire Hathaway | 14 | 14 | 1.09% | 1.44% | 1.83% | Q4 2016 | Q1 2020 | 14 |
Beacon Pointe Advisors, LLC | 14 | 14 | 0.03% | 0.16% | 0.41% | Q2 2020 | Q3 2023 | 14 |
JANICZEK WEALTH MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
MU Investments Co., Ltd. | 14 | 14 | 0.06% | 0.26% | 0.35% | Q2 2013 | Q3 2016 | 14 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 11 | 1 | 0.02% | 0.11% | 0.35% | Q4 2018 | Q1 2023 | 14 |
USS Investment Management Ltd | 14 | 14 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Xcel Wealth Management, LLC | 14 | 14 | 0.14% | 0.79% | 2.00% | Q4 2018 | Q1 2022 | 14 |
ETF MANAGERS GROUP, LLC | 12 | 1 | 0.00% | 0.01% | 0.06% | Q1 2016 | Q1 2020 | 13 |
Kiltearn Partners LLP | 13 | 13 | 2.05% | 3.65% | 5.98% | Q3 2020 | Q3 2023 | 13 |
NEW YORK LIFE TRUST CO | 9 | 1 | 0.26% | 0.50% | 0.62% | Q2 2013 | Q1 2017 | 13 |
SENTINEL TRUST CO LBA | 6 | 2 | 0.09% | 0.61% | 1.68% | Q2 2013 | Q3 2018 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q2 2018 | 13 |
Quotient Investors, LLC | 9 | 1 | 0.28% | 0.97% | 2.12% | Q2 2013 | Q3 2017 | 13 |
PATTEN & PATTEN INC/TN | 13 | 13 | 0.03% | 0.12% | 0.20% | Q3 2020 | Q3 2023 | 13 |
FIRST HAWAIIAN BANK | 13 | 13 | 0.03% | 0.06% | 0.10% | Q3 2018 | Q3 2021 | 13 |
Telemark Asset Management, LLC | 5 | 4 | 0.64% | 2.02% | 3.74% | Q1 2014 | Q2 2021 | 13 |
Inscription Capital, LLC | 9 | 2 | 0.10% | 0.18% | 0.43% | Q3 2019 | Q3 2023 | 13 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 10 | 3 | 0.01% | 0.75% | 1.43% | Q2 2016 | Q3 2019 | 13 |
BB&T SECURITIES, LLC | 11 | 1 | 0.00% | 0.03% | 0.13% | Q1 2015 | Q3 2019 | 13 |
Ifrah Financial Services, Inc. | 13 | 13 | 0.08% | 0.12% | 0.15% | Q3 2014 | Q3 2017 | 13 |
AMICA MUTUAL INSURANCE CO | 11 | 2 | 0.21% | 0.29% | 0.55% | Q2 2017 | Q3 2021 | 13 |
DeepCurrents Investment Group LLC | 7 | 7 | 0.03% | 0.40% | 0.75% | Q1 2022 | Q3 2023 | 13 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q1 2023 | 13 |
Vectors Research Management, LLC | 7 | 6 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2022 | 13 |
Perennial Advisors, LLC | 9 | 1 | 0.02% | 0.07% | 0.12% | Q4 2016 | Q2 2021 | 13 |
Beech Hill Advisors, Inc. | 11 | 2 | 0.13% | 0.99% | 1.54% | Q3 2017 | Q4 2022 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.05% | 0.10% | 0.14% | Q2 2013 | Q2 2016 | 13 |
Harvest Fund Management Co., Ltd | 10 | 3 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2022 | 13 |
Capital World Investors | 6 | 3 | 0.00% | 0.05% | 0.24% | Q1 2015 | Q3 2023 | 13 |
BI Asset Management Fondsmaeglerselskab A/S | 7 | 2 | 0.00% | 0.03% | 0.14% | Q4 2018 | Q3 2023 | 13 |
ROCKEFELLER FINANCIAL SERVICES INC | 13 | 13 | 0.46% | 2.28% | 3.79% | Q4 2014 | Q4 2017 | 13 |
HMS Capital Management, LLC | 10 | 1 | 0.02% | 0.41% | 0.87% | Q3 2016 | Q3 2019 | 13 |
Clear Creek Financial Management, LLC | 10 | 1 | 0.05% | 0.07% | 0.12% | Q1 2020 | Q3 2023 | 13 |
Knights of Columbus Asset Advisors LLC | 13 | 13 | 0.19% | 1.06% | 1.41% | Q1 2017 | Q1 2020 | 13 |
WealthTrust Axiom LLC | 8 | 5 | 0.08% | 0.14% | 0.19% | Q2 2018 | Q3 2021 | 13 |
Intellectus Partners, LLC | 13 | 13 | 0.00% | 0.21% | 0.32% | Q4 2016 | Q4 2019 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2019 | 13 |
MAI Capital Management | 13 | 13 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Saturna Capital CORP | 11 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2021 | 13 |
Symphony Financial, Ltd. Co. | 13 | 13 | 0.09% | 0.13% | 0.18% | Q2 2020 | Q2 2023 | 13 |
Mission Creek Capital Partners, Inc. | 13 | 13 | 0.23% | 0.41% | 0.61% | Q3 2020 | Q3 2023 | 13 |
J.W. COLE ADVISORS, INC. | 13 | 13 | 0.02% | 0.06% | 0.12% | Q2 2020 | Q2 2023 | 13 |
CVA Family Office, LLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q2 2023 | 13 |
Euclid Advisors LLC | 13 | 13 | 0.06% | 0.26% | 0.64% | Q2 2013 | Q2 2016 | 13 |
Orion Portfolio Solutions, LLC | 7 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 13 |
Lombard Odier Asset Management (Switzerland) SA | 9 | 1 | 0.02% | 0.08% | 0.14% | Q2 2014 | Q3 2018 | 13 |
Pensionmark Financial Group, LLC | 13 | 13 | 0.05% | 0.12% | 0.19% | Q3 2020 | Q3 2023 | 13 |
ExodusPoint Capital Management, LP | 5 | 1 | 0.01% | 0.08% | 0.21% | Q2 2019 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.04% | 0.10% | 0.16% | Q3 2020 | Q3 2023 | 13 |
D'Orazio & Associates, Inc. | 11 | 2 | 0.00% | 0.03% | 0.04% | Q1 2016 | Q3 2021 | 13 |
ISLAY CAPITAL MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q4 2022 | 13 |
QUEST CAPITAL MANAGEMENT INC /ADV | 13 | 13 | 0.04% | 0.08% | 0.14% | Q4 2018 | Q4 2021 | 13 |
Zions Bancorporation | 11 | 1 | 0.00% | 0.03% | 0.12% | Q1 2015 | Q3 2018 | 13 |
LONDON CO OF VIRGINIA | 13 | 13 | 0.33% | 0.48% | 0.63% | Q1 2017 | Q1 2020 | 13 |
Giverny Capital | 13 | 13 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q1 2020 | 13 |
LOOMIS SAYLES & CO L P | 9 | 2 | 0.00% | 0.01% | 0.05% | Q2 2015 | Q2 2021 | 13 |
COLUMBUS CIRCLE INVESTORS | 4 | 1 | 0.05% | 0.24% | 1.06% | Q2 2013 | Q4 2020 | 13 |
Sculptor Capital LP | 5 | 1 | 0.08% | 0.23% | 0.45% | Q1 2016 | Q3 2023 | 13 |
Assenagon Asset Management S.A. | 5 | 1 | 0.00% | 0.08% | 0.36% | Q3 2017 | Q3 2023 | 13 |
Frontier Wealth Management LLC | 9 | 2 | 0.01% | 0.05% | 0.08% | Q4 2014 | Q2 2022 | 13 |
Gleason Group, Inc. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
FIRST NIAGARA BANK | 13 | 13 | 0.14% | 0.26% | 0.44% | Q2 2013 | Q2 2016 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.06% | 0.10% | Q3 2020 | Q3 2023 | 13 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.02% | 0.22% | 1.16% | Q3 2014 | Q1 2023 | 13 |
Capula Management Ltd | 3 | 1 | 0.00% | 0.09% | 0.36% | Q3 2019 | Q4 2022 | 13 |
Evanson Asset Management, LLC | 9 | 2 | 0.05% | 0.07% | 0.08% | Q4 2014 | Q4 2018 | 13 |
1834 INVESTMENT ADVISORS CO | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2020 | 13 |
ACG Wealth | 12 | 1 | 0.01% | 0.43% | 0.90% | Q4 2015 | Q2 2022 | 13 |
EAGLE ASSET MANAGEMENT INC | 11 | 2 | 0.01% | 0.13% | 0.21% | Q4 2014 | Q1 2018 | 13 |
KANALY TRUST CO | 13 | 13 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q4 2016 | 13 |
BUCKINGHAM CAPITAL MANAGEMENT INC | 13 | 13 | 0.52% | 1.38% | 2.10% | Q1 2016 | Q1 2019 | 13 |
HM PAYSON & CO | 7 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 13 |
Amica Retiree Medical Trust | 11 | 2 | 0.20% | 0.29% | 0.56% | Q2 2017 | Q3 2021 | 13 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 13 | 13 | 0.04% | 0.10% | 0.17% | Q3 2020 | Q3 2023 | 13 |
DLD Asset Management, LP | 6 | 1 | 0.07% | 0.65% | 1.38% | Q1 2021 | Q3 2023 | 13 |
Annapolis Financial Services, LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Versor Investments LP | 7 | 1 | 0.01% | 0.11% | 0.53% | Q4 2017 | Q2 2023 | 12 |
BBVA USA Bancshares, Inc. | 11 | 1 | 0.00% | 0.08% | 0.21% | Q3 2014 | Q4 2019 | 12 |
Kercheville Advisors, LLC | 12 | 12 | 1.38% | 1.88% | 2.49% | Q4 2020 | Q3 2023 | 12 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 5 | 1 | 0.04% | 0.15% | 0.29% | Q2 2014 | Q3 2022 | 12 |
ALLSTATE CORP | 7 | 1 | 0.01% | 0.15% | 0.55% | Q4 2013 | Q2 2022 | 12 |
Ohio National Investments, Inc. | 12 | 12 | 0.05% | 0.09% | 0.12% | Q2 2013 | Q1 2016 | 12 |
Private Wealth Partners, LLC | 12 | 12 | 0.06% | 0.43% | 1.39% | Q1 2017 | Q4 2019 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.11% | 0.20% | 0.31% | Q4 2020 | Q3 2023 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.05% | 0.10% | 0.16% | Q2 2013 | Q1 2016 | 12 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 10 | 2 | 0.01% | 0.08% | 0.17% | Q3 2017 | Q3 2021 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.02% | 0.03% | Q3 2017 | Q1 2021 | 12 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 2 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 12 |
Itau Unibanco Holding S.A. | 3 | 1 | 0.00% | 0.02% | 0.13% | Q3 2016 | Q3 2022 | 12 |
MONTGOMERY INVESTMENT MANAGEMENT INC | 12 | 12 | 0.09% | 0.17% | 0.21% | Q2 2017 | Q1 2020 | 12 |
MOSELEY INVESTMENT MANAGEMENT INC | 7 | 4 | 0.00% | 0.23% | 0.36% | Q1 2019 | Q2 2022 | 12 |
Newbridge Financial Services Group, Inc. | 12 | 12 | 0.01% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Elgethun Capital Management | 11 | 1 | 0.01% | 1.90% | 3.03% | Q4 2016 | Q1 2020 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Oxinas Partners Wealth Management LLC | 12 | 12 | 0.26% | 1.14% | 2.20% | Q4 2020 | Q3 2023 | 12 |
Winthrop Advisory Group LLC | 12 | 12 | 0.08% | 0.16% | 0.27% | Q4 2020 | Q3 2023 | 12 |
NATIONAL PLANNING CORP | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2014 | Q3 2017 | 12 |
Norman Fields, Gottscho Capital Management, LLC | 12 | 12 | 0.21% | 1.64% | 2.56% | Q1 2017 | Q4 2019 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.05% | 0.15% | 0.26% | Q2 2013 | Q1 2016 | 12 |
Realta Investment Advisors | 6 | 2 | 0.03% | 0.09% | 0.17% | Q1 2019 | Q3 2023 | 12 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.02% | 0.05% | 0.07% | Q3 2020 | Q2 2023 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.22% | 0.43% | 1.05% | Q4 2016 | Q3 2019 | 12 |
Assured Investment Management LLC | 7 | 1 | 0.00% | 0.17% | 0.62% | Q2 2015 | Q4 2018 | 12 |
Bayesian Capital Management, LP | 3 | 1 | 0.05% | 0.20% | 0.45% | Q1 2017 | Q3 2023 | 12 |
SIRIOS CAPITAL MANAGEMENT L P | 12 | 12 | 0.91% | 2.64% | 4.24% | Q2 2020 | Q1 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.12% | 0.23% | 0.54% | Q4 2016 | Q3 2019 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.15% | 0.29% | 0.72% | Q4 2016 | Q3 2019 | 12 |
New Jersey Better Educational Savings Trust | 12 | 12 | 0.24% | 0.51% | 0.68% | Q4 2015 | Q3 2018 | 12 |
Smith Anglin Financial, LLC | 12 | 12 | 0.47% | 1.11% | 1.81% | Q4 2020 | Q3 2023 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.13% | 0.25% | 0.62% | Q4 2016 | Q3 2019 | 12 |
AIMZ Investment Advisors, LLC | 9 | 3 | 0.09% | 0.13% | 0.19% | Q2 2020 | Q2 2023 | 12 |
Ironwood Financial, llc | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 12 |
Twin Lakes Capital Management, LLC | 12 | 12 | 3.04% | 4.80% | 7.29% | Q4 2020 | Q3 2023 | 12 |
Bridgecreek Investment Management, LLC | 12 | 12 | 0.06% | 0.11% | 0.15% | Q1 2020 | Q4 2022 | 12 |
MENTA CAPITAL LLC | 5 | 1 | 0.04% | 0.28% | 0.54% | Q3 2013 | Q4 2017 | 12 |
Argent Trust Co | 6 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q2 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.00% | 0.20% | 0.42% | Q4 2020 | Q3 2023 | 12 |
Marietta Wealth Management, LLC | 12 | 12 | 0.62% | 0.76% | 0.91% | Q1 2017 | Q4 2019 | 12 |
Lenox Wealth Management, Inc. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2020 | 12 |
Garde Capital, Inc. | 12 | 12 | 0.01% | 0.09% | 0.16% | Q3 2020 | Q2 2023 | 12 |
CITIZENS FINANCIAL GROUP INC/RI | 12 | 12 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2020 | 12 |
REINHART PARTNERS, LLC. | 10 | 1 | 0.02% | 0.05% | 0.13% | Q2 2014 | Q4 2017 | 12 |
Fisher Asset Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.04% | 0.14% | Q4 2020 | Q3 2023 | 12 |
CFO4Life Group, LLC | 12 | 12 | 0.25% | 0.40% | 0.64% | Q1 2017 | Q4 2019 | 12 |
Matarin Capital Management, LLC | 6 | 1 | 0.05% | 0.24% | 0.54% | Q2 2013 | Q2 2018 | 12 |
RPg Family Wealth Advisory, LLC | 5 | 3 | 0.02% | 0.83% | 2.88% | Q4 2015 | Q1 2022 | 12 |
BELLEVUE ASSET MANAGEMENT, LLC | 12 | 12 | 0.14% | 0.27% | 0.34% | Q4 2020 | Q3 2023 | 12 |
Johnson Midwest Financial, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Arkadios Wealth Advisors | 12 | 12 | 0.01% | 0.04% | 0.08% | Q4 2019 | Q3 2022 | 12 |
Key FInancial Inc | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 12 | 12 | 1.71% | 2.52% | 3.79% | Q1 2020 | Q4 2022 | 12 |
GPS Wealth Strategies Group, LLC | 9 | 3 | 0.01% | 0.09% | 0.18% | Q3 2020 | Q3 2023 | 12 |
Abundance Wealth Counselors | 6 | 1 | 0.12% | 0.18% | 0.22% | Q2 2020 | Q3 2023 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.04% | 0.08% | 0.11% | Q2 2013 | Q1 2016 | 12 |
Canal Capital Management, LLC | 12 | 12 | 0.22% | 0.33% | 0.38% | Q1 2017 | Q4 2019 | 12 |
IPG Investment Advisors LLC | 4 | 2 | 0.09% | 0.14% | 0.34% | Q1 2015 | Q1 2021 | 12 |
MinichMacGregor Wealth Management, LLC | 12 | 12 | 0.05% | 0.11% | 0.16% | Q4 2015 | Q3 2018 | 12 |
Integrated Advisors Network LLC | 7 | 1 | 0.00% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 12 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.03% | 0.15% | 0.46% | Q4 2014 | Q3 2023 | 12 |
Financial Avengers, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
MARSHALL WACE ASIA Ltd | 5 | 1 | 0.00% | 1.25% | 2.34% | Q1 2017 | Q1 2021 | 12 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 11 | 11 | 0.10% | 0.22% | 0.57% | Q4 2013 | Q2 2016 | 11 |
Stone Ridge Asset Management LLC | 11 | 11 | 0.10% | 0.20% | 0.30% | Q4 2017 | Q2 2020 | 11 |
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION | 11 | 11 | 0.98% | 1.71% | 2.35% | Q2 2013 | Q4 2015 | 11 |
Addison Advisors LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Berger Financial Group, Inc | 11 | 11 | 0.03% | 0.05% | 0.11% | Q4 2020 | Q2 2023 | 11 |
TD Capital Management LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 11 |
CORNERSTONE ADVISORS INC | 5 | 1 | 0.00% | 0.17% | 0.25% | Q2 2015 | Q4 2021 | 11 |
Golden State Wealth Management, LLC | 5 | 1 | 0.04% | 0.06% | 0.10% | Q1 2019 | Q1 2022 | 11 |
ICON ADVISERS INC/CO | 10 | 1 | 0.16% | 0.29% | 0.80% | Q2 2015 | Q3 2023 | 11 |
Douglas C. Lane & Associates, Inc. | 11 | 11 | 0.92% | 1.36% | 1.79% | Q2 2013 | Q4 2015 | 11 |
IMC-Chicago, LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 11 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 11 | 11 | 0.27% | 0.44% | 0.64% | Q3 2013 | Q1 2016 | 11 |
Credit Capital Investments LLC | 6 | 1 | 0.25% | 2.63% | 8.23% | Q4 2014 | Q3 2023 | 11 |
Darwin Wealth Management, LLC | 10 | 1 | 0.00% | 0.18% | 0.30% | Q2 2016 | Q1 2020 | 11 |
CLEAR STREET MARKETS LLC | 6 | 1 | 0.00% | 0.11% | 0.72% | Q2 2014 | Q2 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Costello Asset Management, INC | 11 | 11 | 0.05% | 1.14% | 1.83% | Q1 2021 | Q3 2023 | 11 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3 | 1 | 0.00% | 0.04% | 0.09% | Q2 2017 | Q4 2022 | 11 |
John W. Brooker & Co., CPAs | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
Ballentine Partners, LLC | 6 | 5 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q4 2019 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 11 |
Boston Common Asset Management, LLC | 11 | 11 | 0.54% | 0.69% | 0.86% | Q4 2016 | Q2 2019 | 11 |
HRT FINANCIAL LP | 5 | 1 | 0.00% | 0.08% | 0.30% | Q4 2018 | Q3 2023 | 11 |
Prestige Wealth Management Group LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 11 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 5 | 2 | 0.01% | 0.05% | 0.12% | Q3 2013 | Q2 2019 | 11 |
TIDE POINT CAPITAL MANAGEMENT, LP | 4 | 3 | 1.12% | 3.20% | 4.37% | Q4 2013 | Q2 2018 | 11 |
Sterling Capital Management LLC | 4 | 1 | 0.00% | 0.02% | 0.07% | Q2 2014 | Q1 2019 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.03% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 11 |
Center for Financial Planning, Inc. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
1900 WEALTH MANAGEMENT LLC | 11 | 11 | 0.07% | 0.12% | 0.17% | Q1 2021 | Q3 2023 | 11 |
MARIETTA INVESTMENT PARTNERS LLC | 7 | 4 | 0.14% | 0.98% | 2.08% | Q4 2014 | Q3 2021 | 11 |
Octavia Wealth Advisors, LLC | 11 | 11 | 0.05% | 0.14% | 0.38% | Q4 2020 | Q2 2023 | 11 |
SHAKER INVESTMENTS LLC/OH | 11 | 11 | 0.24% | 0.48% | 0.71% | Q1 2014 | Q3 2016 | 11 |
Alberta Investment Management Corp | 6 | 1 | 0.00% | 0.09% | 0.18% | Q1 2014 | Q2 2022 | 11 |
Vantage Investment Partners, LLC | 8 | 3 | 0.04% | 0.44% | 1.05% | Q4 2015 | Q3 2021 | 11 |
SOA Wealth Advisors, LLC. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
RAINIER INVESTMENT MANAGEMENT LLC | 11 | 11 | 0.26% | 0.88% | 1.37% | Q4 2013 | Q2 2016 | 11 |
STONERIDGE INVESTMENT PARTNERS LLC | 4 | 1 | 0.03% | 0.47% | 1.43% | Q2 2015 | Q2 2023 | 11 |
Sterling Investment Advisors, Ltd. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2022 | 11 |
Corient Capital Partners, LLC | 7 | 4 | 0.01% | 0.13% | 0.56% | Q3 2016 | Q3 2022 | 11 |
IEQ CAPITAL, LLC | 10 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 11 |
Tidal Investments LLC | 11 | 11 | 0.03% | 0.06% | 0.09% | Q1 2021 | Q3 2023 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2017 | 11 |
Townsend & Associates, Inc | 11 | 11 | 0.80% | 1.11% | 1.58% | Q2 2018 | Q4 2020 | 11 |
Bradley & Co. Private Wealth Management, LLC | 11 | 11 | 0.21% | 0.48% | 0.76% | Q1 2021 | Q3 2023 | 11 |
Disciplined Investments, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 6 | 1 | 0.01% | 0.10% | 0.20% | Q1 2017 | Q2 2020 | 11 |
NAVELLIER & ASSOCIATES INC | 11 | 11 | 0.09% | 2.16% | 4.03% | Q2 2013 | Q4 2015 | 11 |
NorthCoast Asset Management LLC | 11 | 11 | 0.04% | 0.47% | 1.92% | Q1 2019 | Q3 2021 | 11 |
Vanguard Personalized Indexing Management, LLC | 11 | 11 | 0.03% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 11 |
WealthOne, LLC | 10 | 1 | 0.01% | 0.18% | 0.30% | Q4 2018 | Q4 2022 | 11 |
Hoxton Financial, Inc. | 10 | 1 | 0.00% | 0.17% | 0.64% | Q2 2013 | Q1 2016 | 11 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 9 | 2 | 0.08% | 0.40% | 0.78% | Q1 2016 | Q1 2021 | 11 |
GLG LLC | 11 | 11 | 0.02% | 0.09% | 0.27% | Q2 2015 | Q4 2017 | 11 |
Orbis Allan Gray Ltd | 11 | 11 | 0.24% | 0.35% | 0.54% | Q2 2020 | Q4 2022 | 11 |
HUSSMAN STRATEGIC ADVISORS, INC. | 4 | 1 | 0.22% | 0.75% | 1.43% | Q2 2013 | Q3 2023 | 11 |
DREMAN VALUE MANAGEMENT, L L C | 9 | 2 | 0.05% | 0.36% | 0.65% | Q2 2015 | Q1 2018 | 11 |
Hammer Asset Management, LLC | 11 | 11 | 1.13% | 1.69% | 2.21% | Q2 2018 | Q4 2020 | 11 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q1 2023 | 10 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 2 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2023 | 10 |
Congress Park Capital LLC | 6 | 4 | 0.16% | 0.41% | 0.95% | Q4 2017 | Q2 2023 | 10 |
Index Management Solutions, LLC | 10 | 10 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2015 | 10 |
Amundi | 10 | 10 | 0.00% | 0.01% | 0.05% | Q2 2021 | Q3 2023 | 10 |
PRIVATE CAPITAL MANAGEMENT LLC | 8 | 2 | 0.07% | 0.12% | 0.21% | Q4 2020 | Q3 2023 | 10 |
MID CONTINENT CAPITAL LLC/IL | 10 | 10 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2015 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.03% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 10 |
Richard Bernstein Advisors LLC | 10 | 10 | 0.07% | 0.08% | 0.11% | Q2 2020 | Q3 2022 | 10 |
Magnetar Financial LLC | 2 | 1 | 0.00% | 0.06% | 0.42% | Q4 2013 | Q2 2021 | 10 |
SeaTown Holdings Pte. Ltd. | 10 | 10 | 0.25% | 1.21% | 2.37% | Q3 2020 | Q4 2022 | 10 |
I.G. INVESTMENT MANAGEMENT, LTD. | 7 | 3 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2016 | 10 |
Calvert Investment Management, Inc. | 10 | 10 | 0.04% | 0.09% | 0.26% | Q3 2014 | Q4 2016 | 10 |
Caption Management, LLC | 3 | 1 | 0.01% | 0.23% | 0.69% | Q4 2017 | Q4 2020 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.01% | 0.05% | 0.23% | Q4 2020 | Q1 2023 | 10 |
Invictus RG Pte. Ltd. | 10 | 10 | 0.03% | 0.42% | 0.80% | Q2 2013 | Q3 2015 | 10 |
Advisor Resource Council | 10 | 10 | 0.10% | 0.24% | 0.60% | Q2 2021 | Q3 2023 | 10 |
Front Row Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2020 | 10 |
Rench Wealth Management, Inc. | 10 | 10 | 0.16% | 0.18% | 0.21% | Q1 2016 | Q2 2018 | 10 |
REYNOLDS CAPITAL MANAGEMENT LLC | 9 | 1 | 0.30% | 0.71% | 1.78% | Q2 2013 | Q4 2015 | 10 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 5 | 5 | 0.00% | 0.02% | 0.15% | Q1 2017 | Q1 2018 | 10 |
Olstein Capital Management, L.P. | 10 | 10 | 0.48% | 0.81% | 1.20% | Q2 2021 | Q3 2023 | 10 |
Syverson Strege & Co | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
DELTA LLOYD NV | 10 | 10 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q1 2017 | 10 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
COOKSON PEIRCE & CO INC | 8 | 1 | 0.17% | 1.61% | 2.42% | Q2 2013 | Q1 2021 | 10 |
HENDLEY & CO INC | 10 | 10 | 0.57% | 1.43% | 2.20% | Q3 2017 | Q4 2019 | 10 |
BTC Capital Management, Inc. | 10 | 10 | 0.31% | 0.45% | 0.73% | Q4 2020 | Q1 2023 | 10 |
Timber Hill LLC | 4 | 1 | 0.00% | 0.01% | 0.07% | Q4 2013 | Q4 2017 | 10 |
TFC Financial Management, Inc. | 8 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 10 |
YorkBridge Wealth Partners, LLC | 10 | 10 | 0.02% | 0.04% | 0.04% | Q1 2017 | Q2 2019 | 10 |
IFS Advisors, LLC | 9 | 1 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q4 2023 | 10 |
CLINTON GROUP INC | 5 | 1 | 0.06% | 0.17% | 0.38% | Q3 2013 | Q2 2017 | 10 |
Leisure Capital Management | 10 | 10 | 0.42% | 0.48% | 0.53% | Q3 2018 | Q4 2020 | 10 |
Wolf Group Capital Advisors | 10 | 10 | 0.15% | 0.90% | 1.31% | Q4 2015 | Q1 2018 | 10 |
Gerstein Fisher | 10 | 10 | 0.12% | 0.56% | 1.04% | Q2 2014 | Q3 2016 | 10 |
ANDERSON HOAGLAND & CO | 10 | 10 | 0.08% | 0.30% | 0.40% | Q4 2020 | Q1 2023 | 10 |
GAM SYSTEMATIC LLP | 7 | 3 | 0.00% | 0.25% | 0.43% | Q4 2014 | Q3 2017 | 10 |
Kovitz Investment Group Partners, LLC | 9 | 1 | 0.01% | 0.07% | 0.14% | Q1 2019 | Q4 2021 | 10 |
Wagner Wealth Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Jaffetilchin Investment Partners, LLC | 4 | 1 | 0.09% | 0.18% | 0.40% | Q2 2014 | Q1 2018 | 10 |
Ellevest, Inc. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2022 | 10 |
CHIRON CAPITAL MANAGEMENT, LLC | 9 | 1 | 0.00% | 0.42% | 0.64% | Q3 2020 | Q3 2023 | 10 |
FormulaFolio Investments, LLC | 4 | 1 | 0.01% | 0.12% | 0.38% | Q2 2015 | Q2 2021 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2020 | 10 |
USA FINANCIAL FORMULAS | 8 | 2 | 0.08% | 0.37% | 1.04% | Q4 2014 | Q4 2018 | 10 |
SVB WEALTH LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2022 | 10 |
AGF Investments LLC | 3 | 1 | 0.00% | 0.03% | 0.13% | Q4 2016 | Q3 2022 | 10 |
Balentine LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2023 | 10 |
Horizon Investments, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 10 |
TLWM | 10 | 10 | 0.17% | 0.28% | 0.43% | Q4 2017 | Q1 2020 | 10 |
FCF Advisors LLC | 5 | 1 | 0.95% | 1.12% | 1.40% | Q4 2014 | Q4 2020 | 10 |
Hexagon Capital Partners LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Barber Financial Group, Inc. | 4 | 3 | 0.03% | 0.06% | 0.13% | Q4 2018 | Q4 2022 | 10 |
Mirador Capital Partners LP | 10 | 10 | 0.68% | 0.79% | 0.93% | Q3 2016 | Q4 2018 | 10 |
Olympiad Research LP | 8 | 1 | 0.12% | 0.17% | 0.24% | Q4 2019 | Q3 2022 | 10 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 10 | 10 | 0.05% | 0.14% | 0.21% | Q1 2021 | Q2 2023 | 10 |
Counsel Portfolio Services Inc. | 10 | 10 | 0.04% | 0.15% | 0.26% | Q2 2013 | Q3 2015 | 10 |
Zurich Insurance Group Ltd/FI | 5 | 2 | 0.02% | 0.06% | 0.17% | Q3 2015 | Q3 2019 | 10 |
Ten Capital Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
HOLLAND CAPITAL MANAGEMENT LLC | 10 | 10 | 0.87% | 2.65% | 3.44% | Q1 2015 | Q2 2017 | 10 |
Polaris Wealth Advisory Group, LLC | 4 | 1 | 0.00% | 0.68% | 2.22% | Q3 2015 | Q2 2022 | 10 |
Mine & Arao Wealth Creation & Management, LLC. | 9 | 1 | 0.02% | 0.06% | 0.09% | Q1 2020 | Q3 2023 | 10 |
Compass Ion Advisors, LLC | 10 | 10 | 0.07% | 0.18% | 0.29% | Q4 2019 | Q1 2022 | 10 |
CI INVESTMENTS INC. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 10 |
PEAPACK GLADSTONE FINANCIAL CORP | 4 | 2 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q3 2017 | 10 |
NORTHERN CAPITAL MANAGEMENT LLC | 10 | 10 | 1.19% | 1.38% | 1.61% | Q3 2016 | Q4 2018 | 10 |
Harel Insurance Investments & Financial Services Ltd. | 6 | 3 | 0.01% | 0.03% | 0.09% | Q1 2017 | Q4 2020 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q2 2015 | 9 |
Hudson Bay Capital Management LP | 4 | 1 | 0.00% | 0.03% | 0.06% | Q3 2017 | Q4 2021 | 9 |
Nicholas Investment Partners, LP | 4 | 2 | 0.06% | 0.26% | 0.42% | Q2 2015 | Q1 2021 | 9 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 6 | 3 | 0.03% | 1.62% | 3.02% | Q4 2013 | Q2 2022 | 9 |
Haverford Trust Co | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2019 | 9 |
CIM, LLC | 9 | 9 | 0.20% | 0.23% | 0.28% | Q4 2020 | Q4 2022 | 9 |
NCM Capital Advisers, Inc. | 9 | 9 | 0.45% | 1.04% | 1.56% | Q3 2014 | Q3 2016 | 9 |
LORD, ABBETT & CO. LLC | 9 | 9 | 0.00% | 0.07% | 0.22% | Q2 2014 | Q2 2016 | 9 |
Oldfield Partners LLP | 7 | 2 | 1.71% | 10.54% | 15.43% | Q2 2020 | Q3 2023 | 9 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 9 | 9 | 0.15% | 0.16% | 0.17% | Q1 2018 | Q1 2020 | 9 |
CAXTON ASSOCIATES LP | 5 | 1 | 0.01% | 0.29% | 0.95% | Q1 2016 | Q2 2018 | 9 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 9 | 9 | 0.01% | 1.69% | 3.33% | Q1 2020 | Q1 2022 | 9 |
AlphaMark Advisors, LLC | 5 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2020 | 9 |
Haverford Financial Services, Inc. | 9 | 9 | 0.09% | 0.28% | 0.38% | Q4 2017 | Q4 2019 | 9 |
Clear Harbor Asset Management, LLC | 8 | 1 | 0.02% | 0.08% | 0.13% | Q4 2019 | Q1 2022 | 9 |
WINMILL & CO. INC | 9 | 9 | 0.64% | 0.87% | 1.08% | Q3 2019 | Q3 2021 | 9 |
Mizuho Asset Management Co.,Ltd. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q3 2016 | 9 |
Odey Asset Management Group Ltd | 6 | 3 | 0.27% | 4.21% | 6.48% | Q3 2015 | Q4 2020 | 9 |
ARGI Investment Services, LLC | 8 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2022 | 9 |
Jump Trading, LLC | 3 | 2 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q2 2016 | 9 |
Yorktown Management & Research Co Inc | 9 | 9 | 0.25% | 0.31% | 0.46% | Q4 2016 | Q4 2018 | 9 |
SEGALL BRYANT & HAMILL, LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2021 | 9 |
ProVise Management Group, LLC | 5 | 4 | 0.03% | 0.04% | 0.04% | Q4 2016 | Q4 2019 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Leonard Capital Management, Inc. | 9 | 9 | 0.71% | 1.41% | 2.32% | Q2 2013 | Q2 2015 | 9 |
First American Bank | 5 | 4 | 0.04% | 0.08% | 0.10% | Q2 2017 | Q4 2021 | 9 |
FineMark National Bank & Trust | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2015 | 9 |
Illinois Municipal Retirement Fund | 8 | 1 | 0.01% | 0.02% | 0.06% | Q3 2020 | Q1 2023 | 9 |
Spark Investment Management LLC | 9 | 9 | 0.17% | 0.41% | 0.58% | Q3 2013 | Q3 2015 | 9 |
WHITE PINE CAPITAL LLC | 5 | 1 | 0.00% | 0.07% | 0.09% | Q1 2017 | Q1 2022 | 9 |
Lenox Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2022 | 9 |
Carmignac Gestion | 5 | 1 | 0.00% | 0.50% | 1.20% | Q4 2016 | Q1 2023 | 9 |
W.G. Shaheen & Associates DBA Whitney & Co | 9 | 9 | 1.08% | 1.24% | 1.40% | Q4 2017 | Q4 2019 | 9 |
Lehman Financial Resources, Inc. | 9 | 9 | 0.01% | 0.01% | 0.03% | Q3 2013 | Q3 2015 | 9 |
Princeton Alpha Management LP | 5 | 1 | 0.09% | 0.30% | 0.43% | Q4 2013 | Q4 2016 | 9 |
ARS Wealth Advisors Group, LLC | 9 | 9 | 0.10% | 0.15% | 0.22% | Q3 2021 | Q3 2023 | 9 |
SHINE INVESTMENT ADVISORY SERVICES INC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2020 | 9 |
Invst, LLC | 6 | 3 | 0.10% | 0.17% | 0.22% | Q2 2020 | Q3 2023 | 9 |
Tyvor Capital LLC | 2 | 1 | 0.36% | 3.72% | 7.73% | Q2 2015 | Q2 2019 | 9 |
AHL Partners LLP | 5 | 1 | 0.04% | 0.18% | 0.44% | Q3 2014 | Q4 2017 | 9 |
Tortoise Investment Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Brookstone Capital Management | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2023 | 9 |
Sequoia Financial Advisors, LLC | 5 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2023 | 9 |
BECK CAPITAL MANAGEMENT, LLC | 9 | 9 | 0.40% | 1.20% | 1.98% | Q4 2013 | Q4 2015 | 9 |
EverPoint Asset Management, LLC | 3 | 2 | 0.03% | 0.08% | 0.23% | Q3 2014 | Q4 2016 | 9 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2022 | 9 |
WASHINGTON TRUST Co | 5 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 9 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 9 | 9 | 0.45% | 0.64% | 0.81% | Q3 2014 | Q3 2016 | 9 |
Navigation Wealth Management, Inc. | 3 | 3 | 0.00% | 11.44% | 99.61% | Q1 2021 | Q3 2023 | 9 |
SG3 Management, LLC | 4 | 1 | 0.01% | 0.09% | 0.24% | Q1 2020 | Q4 2021 | 9 |
CMT Capital Markets Trading GmbH | 4 | 1 | 0.00% | 0.03% | 0.07% | Q4 2015 | Q1 2022 | 9 |
Horst & Graben Wealth Management LLC | 9 | 9 | 0.06% | 0.09% | 0.12% | Q3 2021 | Q3 2023 | 9 |
Intersect Capital LLC | 7 | 2 | 0.02% | 0.09% | 0.18% | Q4 2014 | Q1 2022 | 9 |
BKS ADVISORS, LLC | 9 | 9 | 0.31% | 0.57% | 0.78% | Q1 2017 | Q1 2019 | 9 |
Concord Wealth Partners | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Otter Creek Advisors, LLC | 3 | 1 | 0.78% | 1.14% | 1.41% | Q2 2016 | Q4 2021 | 9 |
Financial Enhancement Group LLC | 9 | 9 | 0.00% | 0.04% | 0.33% | Q3 2020 | Q3 2022 | 9 |
First National Bank of South Miami | 9 | 9 | 0.02% | 0.09% | 0.12% | Q1 2021 | Q1 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.03% | 0.06% | 0.17% | Q3 2021 | Q3 2023 | 9 |
Danda Trouve Investment Management, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 9 |
Integrated Wealth Concepts LLC | 6 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Sciencast Management LP | 3 | 1 | 0.04% | 0.28% | 0.61% | Q4 2017 | Q4 2021 | 9 |
Stuart Chaussee & Associates, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2019 | 9 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q4 2021 | 9 |
Paulson Wealth Management Inc. | 9 | 9 | 0.23% | 0.47% | 0.73% | Q4 2017 | Q4 2019 | 9 |
Resource Management, LLC | 8 | 1 | 0.04% | 0.15% | 0.22% | Q4 2017 | Q4 2021 | 9 |
PFG Private Wealth Management, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 9 |
WT Wealth Management | 4 | 2 | 0.17% | 0.47% | 0.59% | Q1 2020 | Q3 2023 | 9 |
JT Stratford LLC | 4 | 2 | 0.06% | 0.14% | 0.29% | Q2 2017 | Q3 2021 | 9 |
Centiva Capital, LP | 4 | 2 | 0.01% | 0.07% | 0.16% | Q4 2019 | Q4 2022 | 9 |
Maj Invest Holding A/S | 9 | 9 | 3.23% | 7.22% | 8.88% | Q1 2018 | Q1 2020 | 9 |
INGALLS & SNYDER LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2019 | 9 |
Courant Investment Management LLC | 9 | 9 | 7.10% | 10.32% | 13.14% | Q1 2018 | Q1 2020 | 9 |
Good Life Advisors, LLC | 9 | 9 | 0.04% | 0.09% | 0.21% | Q3 2021 | Q3 2023 | 9 |
Summit Global Investments | 4 | 1 | 0.04% | 0.32% | 1.23% | Q4 2017 | Q4 2022 | 9 |
GREAT VALLEY ADVISOR GROUP, INC. | 9 | 9 | 0.01% | 0.07% | 0.13% | Q2 2020 | Q2 2022 | 9 |
Bay Harbor Wealth Management, LLC | 5 | 4 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q1 2021 | 9 |
Neo Ivy Capital Management | 4 | 1 | 0.14% | 0.37% | 0.63% | Q4 2018 | Q3 2022 | 9 |
SSI INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q2 2022 | 9 |
Apriem Advisors | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2018 | 9 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Railway Pension Investments Ltd | 8 | 8 | 0.06% | 0.08% | 0.09% | Q4 2018 | Q3 2020 | 8 |
BigSur Wealth Management LLC | 8 | 8 | 0.12% | 0.21% | 0.30% | Q3 2021 | Q2 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
TRAN CAPITAL MANAGEMENT, L.P. | 8 | 8 | 1.15% | 3.25% | 5.57% | Q2 2020 | Q1 2022 | 8 |
OMERS ADMINISTRATION Corp | 3 | 1 | 0.01% | 0.07% | 0.19% | Q2 2013 | Q3 2017 | 8 |
One Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.10% | 0.29% | Q4 2017 | Q1 2020 | 8 |
CONGRESS ASSET MANAGEMENT CO /MA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
SIMON QUICK ADVISORS, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2021 | 8 |
Prosperity Consulting Group, LLC | 8 | 8 | 0.28% | 0.63% | 0.97% | Q4 2021 | Q3 2023 | 8 |
Banco Santander, S.A. | 6 | 2 | 0.00% | 0.02% | 0.17% | Q3 2018 | Q3 2020 | 8 |
Graham Capital Management, L.P. | 3 | 1 | 0.02% | 0.11% | 0.23% | Q4 2013 | Q3 2023 | 8 |
FIDUCIARY TRUST CO | 8 | 8 | 0.01% | 0.02% | 0.02% | Q3 2015 | Q2 2017 | 8 |
Ayrshire Capital Management LLC | 8 | 8 | 1.14% | 1.44% | 1.78% | Q3 2020 | Q2 2022 | 8 |
Bank of Marin | 8 | 8 | 0.28% | 0.50% | 0.68% | Q2 2020 | Q1 2022 | 8 |
HARBOR CAPITAL ADVISORS, INC. | 8 | 8 | 0.07% | 0.09% | 0.13% | Q1 2022 | Q4 2023 | 8 |
City State Bank | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Jacobi Capital Management LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2021 | 8 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 8 | 8 | 0.72% | 0.81% | 0.90% | Q1 2021 | Q4 2022 | 8 |
Joel Isaacson & Co., LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2016 | 8 |
Impala Asset Management LLC | 5 | 3 | 0.07% | 1.76% | 5.36% | Q4 2016 | Q4 2018 | 8 |
COZAD ASSET MANAGEMENT INC | 8 | 8 | 0.18% | 0.25% | 0.30% | Q2 2018 | Q1 2020 | 8 |
HORIZON BANCORP INC /IN/ | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 8 |
United American Securities Inc. (d/b/a UAS Asset Management) | 8 | 8 | 0.23% | 2.64% | 4.64% | Q2 2017 | Q1 2019 | 8 |
Argent Advisors, Inc. | 7 | 1 | 0.12% | 0.15% | 0.20% | Q4 2019 | Q1 2022 | 8 |
Pacifica Partners Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
IBEX WEALTH ADVISORS | 8 | 8 | 0.50% | 0.80% | 1.01% | Q3 2016 | Q2 2018 | 8 |
HighVista Strategies LLC | 2 | 1 | 0.09% | 0.24% | 0.76% | Q1 2015 | Q2 2019 | 8 |
Horan Securities, Inc. | 6 | 2 | 0.00% | 0.03% | 0.06% | Q1 2020 | Q4 2022 | 8 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 1 | 0.01% | 0.05% | 0.09% | Q2 2020 | Q4 2022 | 8 |
AFFINITY INVESTMENT ADVISORS, LLC | 4 | 2 | 0.02% | 0.27% | 0.62% | Q3 2014 | Q1 2018 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
BRIDGES INVESTMENT MANAGEMENT INC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q4 2019 | 8 |
Kaizen Financial Strategies | 6 | 1 | 0.18% | 0.39% | 0.83% | Q4 2020 | Q2 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.03% | 0.03% | 0.05% | Q4 2014 | Q3 2016 | 8 |
TURNER INVESTMENTS LLC | 7 | 1 | 0.05% | 0.53% | 1.47% | Q2 2013 | Q2 2017 | 8 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 3 | 2 | 0.01% | 0.03% | 0.05% | Q1 2014 | Q1 2021 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Westend Capital Management, LLC | 8 | 8 | 1.58% | 2.23% | 2.79% | Q4 2014 | Q3 2016 | 8 |
Texas Yale Capital Corp. | 4 | 2 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q1 2023 | 8 |
Alpha Cubed Investments, LLC | 7 | 1 | 0.03% | 0.08% | 0.18% | Q3 2018 | Q2 2022 | 8 |
TDAM USA INC. | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 8 |
FOSTER & MOTLEY INC | 6 | 2 | 0.04% | 0.13% | 0.21% | Q2 2015 | Q2 2020 | 8 |
Maxi Investments CY Ltd | 8 | 8 | 0.68% | 1.31% | 1.74% | Q4 2021 | Q3 2023 | 8 |
Advanced Asset Management Advisors Inc | 8 | 8 | 0.23% | 0.32% | 0.61% | Q4 2017 | Q3 2019 | 8 |
Hedges Asset Management LLC | 8 | 8 | 0.73% | 1.04% | 1.35% | Q4 2021 | Q3 2023 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Jump Financial, LLC | 4 | 1 | 0.02% | 0.16% | 0.38% | Q3 2020 | Q3 2023 | 8 |
Heritage Trust Co | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2018 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
EXCHANGE TRADED CONCEPTS, LLC | 5 | 1 | 0.00% | 0.39% | 2.46% | Q4 2019 | Q4 2023 | 8 |
SpiderRock Advisors, LLC | 3 | 3 | 0.00% | 0.12% | 0.27% | Q1 2017 | Q3 2017 | 8 |
ALERUS FINANCIAL NA | 6 | 1 | 0.03% | 0.18% | 0.27% | Q4 2017 | Q3 2021 | 8 |
BREWIN DOLPHIN LTD | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2021 | 8 |
CARILLON TOWER ADVISERS, INC. | 7 | 1 | 0.05% | 0.13% | 0.29% | Q4 2017 | Q4 2020 | 8 |
ClariVest Asset Management LLC | 8 | 8 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q2 2016 | 8 |
STEEL GROVE CAPITAL ADVISORS, LLC | 5 | 3 | 0.14% | 0.34% | 0.57% | Q4 2016 | Q2 2021 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.02% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 4 | 1 | 0.08% | 0.14% | 0.18% | Q2 2017 | Q3 2021 | 8 |
Dynamic Capital Management Ltd | 3 | 1 | 0.08% | 0.31% | 0.71% | Q2 2013 | Q4 2017 | 8 |
Ruggie Capital Group | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2018 | 8 |
CARLSON CAPITAL L P | 6 | 2 | 0.00% | 0.16% | 0.44% | Q4 2014 | Q4 2016 | 8 |
Psagot Value Holdings Ltd. | 6 | 2 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2020 | 8 |
ZEKE CAPITAL ADVISORS, LLC | 5 | 1 | 0.02% | 0.05% | 0.08% | Q1 2017 | Q2 2019 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7 | 1 | 0.00% | 0.21% | 0.28% | Q4 2014 | Q3 2023 | 8 |
Rehmann Capital Advisory Group | 7 | 1 | 0.02% | 0.06% | 0.12% | Q1 2016 | Q3 2019 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.05% | 0.17% | Q4 2020 | Q3 2022 | 8 |
RFG Advisory, LLC | 7 | 1 | 0.01% | 0.07% | 0.46% | Q4 2014 | Q2 2023 | 8 |
RWA WEALTH PARTNERS, LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q1 2021 | 8 |
BBT Capital Management, LLC | 6 | 1 | 0.76% | 0.88% | 1.00% | Q4 2016 | Q2 2019 | 8 |
PFS Partners, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Sonora Investment Management Group, LLC | 8 | 8 | 0.37% | 0.51% | 0.68% | Q4 2021 | Q3 2023 | 8 |
Ameritas Investment Company, LLC | 4 | 1 | 0.00% | 0.03% | 0.15% | Q1 2019 | Q3 2021 | 8 |
Dynamic Advisor Solutions LLC | 5 | 2 | 0.00% | 0.02% | 0.02% | Q1 2021 | Q2 2023 | 8 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 5 | 3 | 0.40% | 0.52% | 0.64% | Q3 2015 | Q1 2019 | 8 |
Markel Corporation | 8 | 8 | 0.03% | 0.22% | 0.37% | Q2 2018 | Q1 2020 | 8 |
Red Cedar Capital, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 8 |
EMORY UNIVERSITY | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q4 2013 | 8 |
WATERS PARKERSON & CO., LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q1 2022 | 8 |
HCR Wealth Advisors | 8 | 8 | 0.08% | 0.13% | 0.19% | Q4 2016 | Q3 2018 | 8 |
ZACKS INVESTMENT MANAGEMENT | 6 | 1 | 0.01% | 0.11% | 0.21% | Q4 2013 | Q3 2017 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
ICC CAPITAL MANAGEMENT INC/ | 8 | 8 | 0.23% | 0.52% | 1.08% | Q2 2013 | Q1 2015 | 8 |
Visium Asset Management, LP | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
NVWM, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q2 2023 | 8 |
Crosspoint Capital Strategies, LLC | 7 | 1 | 0.00% | 0.70% | 1.85% | Q4 2013 | Q4 2015 | 8 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 2 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 8 |
GenTrust, LLC | 8 | 8 | 0.02% | 0.06% | 0.17% | Q1 2021 | Q4 2022 | 8 |
DIKER MANAGEMENT LLC | 8 | 8 | 0.07% | 0.10% | 0.13% | Q3 2013 | Q2 2015 | 8 |
West Branch Capital LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
New Capital Management LP | 4 | 4 | 0.16% | 0.28% | 0.52% | Q2 2020 | Q2 2022 | 8 |
Windsor Creek Advisors, LLC | 4 | 1 | 0.01% | 0.37% | 0.66% | Q1 2019 | Q4 2021 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 8 |
PINNACLE ASSOCIATES LTD | 7 | 1 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q2 2022 | 8 |
Citizens National Bank Trust Department | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Close Asset Management Ltd | 8 | 8 | 0.00% | 0.10% | 0.74% | Q1 2018 | Q4 2019 | 8 |
Winslow Capital Management, LLC | 8 | 8 | 0.00% | 0.48% | 1.41% | Q4 2016 | Q3 2018 | 8 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.18% | 0.58% | 1.05% | Q4 2015 | Q2 2019 | 8 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 6 | 2 | 0.02% | 0.35% | 0.57% | Q1 2015 | Q1 2018 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 8 |
VAN ECK ASSOCIATES CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2020 | 8 |
HANSEATIC MANAGEMENT SERVICES INC | 6 | 1 | 0.15% | 1.39% | 2.94% | Q2 2013 | Q4 2015 | 8 |
Wealth Management Partners, LLC | 8 | 8 | 0.19% | 0.36% | 0.59% | Q4 2020 | Q3 2022 | 8 |
Pine River Capital Management L.P. | 3 | 2 | 0.01% | 0.09% | 0.28% | Q2 2014 | Q3 2016 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.06% | 0.11% | 0.16% | Q2 2013 | Q1 2015 | 8 |
Avitas Wealth Management LLC | 6 | 2 | 0.19% | 0.37% | 0.51% | Q2 2018 | Q3 2021 | 8 |
Robinson Value Management, Ltd. | 8 | 8 | 0.02% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
AustralianSuper Pty Ltd | 8 | 8 | 0.03% | 0.08% | 0.14% | Q4 2018 | Q3 2020 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Simplicity Solutions, LLC | 5 | 1 | 0.01% | 0.05% | 0.12% | Q4 2018 | Q1 2023 | 8 |
KCM INVESTMENT ADVISORS LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2017 | 8 |
Apex Capital Management | 6 | 2 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q1 2016 | 8 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 2 | 0.02% | 1.43% | 9.83% | Q1 2016 | Q4 2018 | 8 |
CAROLINAS WEALTH CONSULTING LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 8 |
Teza Capital Management LLC | 4 | 1 | 0.06% | 0.28% | 0.83% | Q3 2018 | Q1 2023 | 8 |
Appaloosa LP | 8 | 8 | 0.04% | 1.57% | 3.59% | Q1 2016 | Q4 2017 | 8 |
TOMPKINS FINANCIAL CORP | 6 | 1 | 0.01% | 0.05% | 0.12% | Q1 2015 | Q1 2017 | 7 |
First Pacific Advisors, LP | 6 | 1 | 0.00% | 0.02% | 0.05% | Q1 2016 | Q1 2018 | 7 |
StoneX Group Inc. | 7 | 7 | 0.03% | 0.06% | 0.08% | Q2 2020 | Q4 2021 | 7 |
AMF Tjanstepension AB | 7 | 7 | 0.37% | 0.48% | 0.57% | Q4 2014 | Q2 2016 | 7 |
Terra Nova Asset Management LLC | 5 | 2 | 0.54% | 0.80% | 1.30% | Q1 2015 | Q2 2017 | 7 |
DUALITY ADVISERS, LP | 2 | 1 | 0.06% | 0.31% | 0.74% | Q4 2018 | Q4 2022 | 7 |
American Beacon Advisors, Inc. | 7 | 7 | 0.91% | 1.18% | 1.44% | Q1 2017 | Q3 2018 | 7 |
BANQUE PICTET & CIE SA | 5 | 2 | 0.00% | 0.03% | 0.11% | Q3 2014 | Q4 2022 | 7 |
GFG Capital, LLC | 6 | 1 | 0.06% | 0.11% | 0.15% | Q2 2020 | Q1 2022 | 7 |
Pensionfund DSM Netherlands | 2 | 1 | 0.05% | 0.33% | 0.52% | Q1 2016 | Q4 2021 | 7 |
Empowered Funds, LLC | 6 | 1 | 0.52% | 0.87% | 0.98% | Q3 2017 | Q2 2020 | 7 |
Intrua Financial, LLC | 7 | 7 | 0.07% | 0.13% | 0.19% | Q2 2020 | Q4 2021 | 7 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.03% | 0.23% | 0.45% | Q4 2019 | Q4 2021 | 7 |
Parasol Investment Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2015 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
HAMEL ASSOCIATES, INC. | 7 | 7 | 0.58% | 1.11% | 1.29% | Q2 2018 | Q4 2019 | 7 |
B. Metzler seel. Sohn & Co. AG | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 7 |
Parametrica Management Ltd | 7 | 7 | 0.26% | 3.59% | 6.08% | Q2 2021 | Q4 2022 | 7 |
Norway Savings Bank | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 7 |
ADVANCE CAPITAL I INC | 7 | 7 | 0.53% | 0.77% | 1.25% | Q1 2015 | Q3 2016 | 7 |
WealthTrust Fairport, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
AMICA PENSION FUND BOARD OF TRUSTEES | 7 | 7 | 0.22% | 0.27% | 0.32% | Q2 2017 | Q4 2018 | 7 |
Ziegler Capital Management, LLC | 7 | 7 | 0.10% | 0.13% | 0.16% | Q3 2021 | Q1 2023 | 7 |
EASTERLY INVESTMENT PARTNERS LLC | 7 | 7 | 0.08% | 0.15% | 0.22% | Q3 2021 | Q1 2023 | 7 |
SteelPeak Wealth, LLC | 5 | 1 | 0.00% | 0.08% | 0.13% | Q4 2019 | Q2 2021 | 7 |
Accuvest Global Advisors | 4 | 1 | 0.20% | 0.43% | 1.31% | Q2 2016 | Q1 2021 | 7 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.09% | 0.29% | 0.65% | Q4 2015 | Q3 2019 | 7 |
RS INVESTMENT MANAGEMENT CO LLC | 7 | 7 | 0.02% | 0.06% | 0.11% | Q4 2014 | Q2 2016 | 7 |
Soros Fund Management | 2 | 1 | 0.01% | 0.20% | 0.77% | Q2 2013 | Q4 2017 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2014 | 7 |
MBM Wealth Consultants, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 7 |
Cottage Street Advisors LLC | 3 | 1 | 0.12% | 0.56% | 0.99% | Q4 2015 | Q2 2019 | 7 |
Hudson Canyon Capital Management | 7 | 7 | 1.17% | 1.32% | 1.52% | Q4 2020 | Q2 2022 | 7 |
LifeSteps Financial, Inc. | 7 | 7 | 0.24% | 0.36% | 0.48% | Q4 2020 | Q2 2022 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.01% | 0.05% | Q2 2020 | Q4 2021 | 7 |
Folger Hill Asset Management LP | 5 | 2 | 0.11% | 0.52% | 0.80% | Q4 2015 | Q1 2018 | 7 |
SIGNIA CAPITAL MANAGEMENT LLC | 7 | 7 | 0.23% | 0.38% | 0.56% | Q2 2013 | Q4 2014 | 7 |
abrdn Investment Management Ltd | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Cornerstone Advisors, LLC | 7 | 7 | 0.03% | 0.12% | 0.16% | Q2 2021 | Q4 2022 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q2 2018 | 7 |
J. Goldman & Co LP | 4 | 1 | 0.05% | 0.36% | 0.88% | Q1 2016 | Q3 2023 | 7 |
XML Financial, LLC | 7 | 7 | 0.05% | 0.07% | 0.10% | Q4 2021 | Q2 2023 | 7 |
PRINCETON CAPITAL MANAGEMENT LLC | 7 | 7 | 1.12% | 1.46% | 1.65% | Q2 2015 | Q4 2016 | 7 |
Rosenberg Matthew Hamilton | 5 | 2 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q4 2022 | 7 |
Commonwealth Financial Services, LLC | 7 | 7 | 0.01% | 0.02% | 0.05% | Q3 2015 | Q1 2017 | 7 |
Mendel Capital Management LLC | 7 | 7 | 0.21% | 0.26% | 0.31% | Q4 2021 | Q2 2023 | 7 |
Borer Denton & Associates, Inc. | 7 | 7 | 0.12% | 0.25% | 0.37% | Q1 2022 | Q3 2023 | 7 |
ALTFEST L J & CO INC | 3 | 1 | 0.10% | 0.50% | 0.88% | Q2 2016 | Q3 2021 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Windsor Wealth Management, Inc. | 4 | 1 | 0.04% | 0.10% | 0.19% | Q1 2019 | Q1 2022 | 7 |
BAHL & GAYNOR INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Metis Global Partners, LLC | 4 | 3 | 0.02% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 7 |
Avantax Planning Partners, Inc. | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q4 2018 | 7 |
Compton Financial Group, LLC | 6 | 1 | 0.09% | 0.11% | 0.14% | Q3 2021 | Q2 2023 | 7 |
BANCORPSOUTH INC | 7 | 7 | 0.03% | 0.04% | 0.06% | Q1 2016 | Q3 2017 | 7 |
Cinctive Capital Management LP | 3 | 2 | 0.05% | 0.29% | 0.57% | Q4 2019 | Q1 2022 | 7 |
TradeLink Global Equity LLC | 7 | 7 | 0.08% | 0.37% | 0.51% | Q2 2013 | Q4 2014 | 7 |
Firestone Capital Management | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2021 | 7 |
Wealthspire Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 7 |
Williams Jones Wealth Management, LLC. | 7 | 7 | 0.01% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
CIBC BANK USA | 7 | 7 | 0.06% | 0.11% | 0.16% | Q2 2018 | Q4 2019 | 7 |
OCCUDO QUANTITATIVE STRATEGIES LP | 4 | 1 | 0.05% | 0.14% | 0.34% | Q1 2021 | Q2 2023 | 7 |
Matisse Capital | 7 | 7 | 0.15% | 0.27% | 0.50% | Q1 2017 | Q3 2018 | 7 |
Fulcrum Equity Management | 7 | 7 | 0.10% | 0.14% | 0.19% | Q4 2020 | Q2 2022 | 7 |
TWINBEECH CAPITAL LP | 3 | 1 | 0.00% | 0.38% | 0.90% | Q2 2020 | Q2 2023 | 7 |
All Terrain Financial Advisors, LLC | 7 | 7 | 0.11% | 0.14% | 0.17% | Q1 2018 | Q3 2019 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Pearl River Capital, LLC | 5 | 2 | 0.08% | 0.25% | 0.45% | Q4 2019 | Q4 2022 | 7 |
RWC Asset Management LLP | 4 | 1 | 0.27% | 0.66% | 0.86% | Q3 2014 | Q4 2017 | 7 |
Ninety One North America, Inc. | 7 | 7 | 0.13% | 0.17% | 0.22% | Q4 2014 | Q2 2016 | 7 |
Dana Investment Advisors, Inc. | 5 | 2 | 0.12% | 0.33% | 0.44% | Q1 2014 | Q1 2021 | 7 |
Ruffer LLP | 7 | 7 | 0.04% | 0.59% | 1.51% | Q4 2021 | Q2 2023 | 7 |
Quantinno Capital Management LP | 3 | 1 | 0.02% | 0.10% | 0.27% | Q4 2019 | Q3 2023 | 7 |
Moloney Securities Asset Management, LLC | 6 | 1 | 0.04% | 0.06% | 0.08% | Q3 2018 | Q3 2021 | 7 |
Bank Julius Baer & Co. Ltd, Zurich | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 7 |
Western Standard LLC | 5 | 2 | 0.60% | 1.02% | 1.41% | Q1 2018 | Q4 2019 | 7 |
Main Street Financial Solutions, LLC | 7 | 7 | 0.04% | 0.07% | 0.09% | Q4 2020 | Q2 2022 | 7 |
WealthTrust Asset Management, LLC | 7 | 7 | 1.09% | 1.41% | 1.89% | Q2 2021 | Q4 2022 | 7 |
Blooom, Inc. | 5 | 2 | 0.21% | 0.30% | 0.42% | Q4 2020 | Q3 2022 | 7 |
BP PLC | 4 | 1 | 0.02% | 0.05% | 0.12% | Q2 2017 | Q4 2019 | 7 |
Tuscan Ridge Asset Management LLC | 3 | 3 | 0.01% | 0.15% | 0.53% | Q1 2019 | Q3 2019 | 7 |
ROCKY MOUNTAIN ADVISERS, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Alpha Paradigm Partners, LLC | 7 | 7 | 0.03% | 0.12% | 0.40% | Q4 2020 | Q2 2022 | 7 |
MOORE CAPITAL MANAGEMENT, LP | 4 | 1 | 0.01% | 0.10% | 0.20% | Q4 2013 | Q3 2023 | 7 |
Motley Fool Asset Management LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q4 2019 | 7 |
Fiduciary Planning LLC | 7 | 7 | 0.16% | 1.71% | 3.24% | Q2 2020 | Q4 2021 | 7 |
Echo Street Capital Management LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 7 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 7 | 7 | 0.06% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 7 |
GVO Asset Management Ltd | 3 | 1 | 0.73% | 1.94% | 3.54% | Q2 2017 | Q3 2020 | 7 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 3 | 1 | 0.00% | 0.01% | 0.10% | Q4 2019 | Q1 2023 | 7 |
Nine Chapters Capital Management LLC | 3 | 1 | 0.05% | 0.31% | 0.87% | Q2 2013 | Q2 2015 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.13% | 0.49% | Q4 2021 | Q3 2023 | 7 |
Capital Bank & Trust Co | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2019 | 7 |
SPX Gestao de Recursos Ltda | 3 | 1 | 0.76% | 1.29% | 2.96% | Q1 2013 | Q4 2021 | 7 |
National Pension Service | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2018 | 7 |
NEW ENGLAND ASSET MANAGEMENT INC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2022 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.01% | 0.07% | 0.12% | Q2 2018 | Q1 2020 | 7 |
GLOBEFLEX CAPITAL L P | 7 | 7 | 0.06% | 0.36% | 0.69% | Q4 2013 | Q2 2015 | 7 |
Strategic Blueprint, LLC | 6 | 6 | 0.01% | 0.32% | 0.54% | Q2 2021 | Q3 2022 | 7 |
AlphaStar Capital Management, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q1 2023 | 7 |
Clearstead Trust, LLC | 7 | 7 | 0.00% | 0.65% | 1.44% | Q2 2020 | Q4 2021 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 7 |
Resonate Capital, LLC | 7 | 7 | 2.42% | 5.30% | 6.82% | Q4 2021 | Q2 2023 | 7 |
Winthrop Partners - WNY, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
CreativeOne Wealth, LLC | 5 | 2 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Dai-ichi Life Holdings, Inc. | 7 | 7 | 0.07% | 0.11% | 0.19% | Q1 2014 | Q3 2015 | 7 |
SouthState Corp | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
West Wealth Group, LLC | 7 | 7 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q2 2023 | 7 |
Connectus Wealth, LLC | 7 | 7 | 0.01% | 0.03% | 0.07% | Q4 2021 | Q2 2023 | 7 |
ZWEIG ADVISERS LLC | 7 | 7 | 1.08% | 1.51% | 1.73% | Q4 2014 | Q2 2016 | 7 |
Advisors Preferred, LLC | 6 | 1 | 0.00% | 0.03% | 0.12% | Q4 2013 | Q1 2016 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Kovack Advisors, Inc. | 2 | 1 | 0.03% | 0.07% | 0.16% | Q3 2016 | Q3 2021 | 7 |
SNS Financial Group, LLC | 7 | 7 | 0.04% | 0.05% | 0.07% | Q3 2019 | Q1 2021 | 7 |
Clear Perspective Advisors, LLC | 5 | 2 | 0.03% | 0.05% | 0.06% | Q2 2017 | Q3 2019 | 7 |
Arete Wealth Advisors, LLC | 5 | 1 | 0.03% | 0.11% | 0.19% | Q3 2017 | Q1 2021 | 7 |
Camelot Portfolios, LLC | 5 | 2 | 0.12% | 0.22% | 0.27% | Q4 2014 | Q1 2023 | 7 |
FIRST COMMUNITY TRUST NA | 4 | 3 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 7 |
Trinity Legacy Partners, LLC | 7 | 7 | 0.13% | 0.17% | 0.21% | Q2 2020 | Q4 2021 | 7 |
Point72 Middle East FZE | 3 | 3 | 0.00% | 0.01% | 0.06% | Q4 2022 | Q2 2023 | 7 |
Sandbar Asset Management LLP | 7 | 7 | 1.08% | 2.44% | 4.90% | Q1 2020 | Q3 2021 | 7 |
FIL Ltd | 4 | 1 | 0.00% | 0.06% | 0.24% | Q3 2018 | Q1 2021 | 7 |
Sovereign Financial Group, Inc. | 3 | 1 | 0.07% | 0.11% | 0.16% | Q1 2021 | Q2 2023 | 7 |
Black Swift Group, LLC | 3 | 3 | 0.08% | 0.31% | 0.62% | Q3 2020 | Q1 2022 | 6 |
WALL STREET ASSOCIATES | 4 | 2 | 0.03% | 0.08% | 0.22% | Q2 2014 | Q1 2016 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Piscataqua Savings Bank | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
WCG Wealth Advisors LLC | 6 | 6 | 0.03% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
MEITAV INVESTMENT HOUSE LTD | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2021 | 6 |
Quantamental Technologies LLC | 3 | 1 | 0.10% | 0.42% | 1.03% | Q4 2018 | Q4 2022 | 6 |
Orion Capital Management LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
GOULD ASSET MANAGEMENT LLC /CA/ | 4 | 1 | 0.06% | 0.08% | 0.11% | Q3 2018 | Q1 2021 | 6 |
Evergreen Wealth Solutions, LLC | 6 | 6 | 0.42% | 0.56% | 0.66% | Q2 2022 | Q3 2023 | 6 |
B. Riley Wealth Management, Inc. | 2 | 1 | 0.01% | 0.05% | 0.15% | Q1 2014 | Q3 2021 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Blue Fin Capital, Inc. | 5 | 1 | 0.13% | 0.14% | 0.17% | Q1 2015 | Q4 2017 | 6 |
Perigon Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2018 | 6 |
Financial Connections Group, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
OLD DOMINION CAPITAL MANAGEMENT INC | 6 | 6 | 0.07% | 0.14% | 0.18% | Q2 2020 | Q3 2021 | 6 |
QUANTRES ASSET MANAGEMENT Ltd | 1 | 1 | 0.18% | 0.48% | 0.92% | Q2 2014 | Q1 2019 | 6 |
Clarus Group, Inc. | 6 | 6 | 0.16% | 0.20% | 0.26% | Q4 2020 | Q1 2022 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
COBALT CAPITAL MANAGEMENT, INC. | 6 | 6 | 1.25% | 2.23% | 3.42% | Q4 2014 | Q1 2016 | 6 |
Personal Capital Advisors Corp | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2022 | 6 |
INTRUST BANK NA | 5 | 1 | 0.06% | 0.09% | 0.11% | Q1 2015 | Q4 2017 | 6 |
Edge Capital Group, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2021 | 6 |
Czech National Bank | 6 | 6 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q4 2023 | 6 |
Destiny Wealth Partners, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 6 |
BRAVE ASSET MANAGEMENT INC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q3 2016 | 6 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.03% | 0.07% | Q4 2014 | Q4 2017 | 6 |
Brookfield Asset Management | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q1 2019 | 6 |
LEO BROKERAGE, LLC | 5 | 1 | 0.04% | 0.08% | 0.12% | Q3 2020 | Q1 2022 | 6 |
Lloyds Banking Group plc | 6 | 6 | 0.04% | 0.19% | 0.48% | Q2 2013 | Q3 2014 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2022 | 6 |
Lansing Street Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q2 2023 | 6 |
Fund Management at Engine No. 1 LLC | 4 | 2 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.02% | 0.22% | 0.39% | Q3 2016 | Q4 2017 | 6 |
Chesley Taft & Associates LLC | 4 | 2 | 0.04% | 0.07% | 0.09% | Q4 2014 | Q4 2019 | 6 |
Industrial Alliance Investment Management Inc. | 6 | 6 | 0.00% | 0.06% | 0.08% | Q4 2021 | Q1 2023 | 6 |
Barry Investment Advisors, LLC | 6 | 6 | 0.09% | 0.13% | 0.17% | Q3 2019 | Q4 2020 | 6 |
Stonehearth Capital Management, LLC | 6 | 6 | 0.12% | 0.13% | 0.16% | Q4 2020 | Q1 2022 | 6 |
Dalal Street | 6 | 6 | 4.08% | 4.70% | 5.89% | Q3 2016 | Q4 2017 | 6 |
M&R CAPITAL MANAGEMENT INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 6 |
McCarthy Grittinger Financial Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 6 |
State of Wyoming | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
North Fourth Asset Management, LP | 2 | 1 | 0.18% | 0.62% | 0.92% | Q3 2020 | Q1 2022 | 6 |
Private Advisory Group LLC | 6 | 6 | 0.81% | 1.18% | 1.70% | Q4 2016 | Q1 2018 | 6 |
CADENCE CAPITAL MANAGEMENT LLC | 6 | 6 | 0.05% | 0.09% | 0.14% | Q3 2015 | Q4 2016 | 6 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.02% | 0.08% | Q1 2018 | Q3 2023 | 6 |
SEI TRUST CO | 6 | 6 | 0.02% | 0.06% | 0.08% | Q2 2013 | Q3 2014 | 6 |
Baader Bank Aktiengesellschaft | 2 | 1 | 0.01% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 6 |
JUPITER ASSET MANAGEMENT LTD | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 6 | 6 | 0.04% | 0.08% | 0.11% | Q4 2020 | Q1 2022 | 6 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Blueshift Asset Management, LLC | 3 | 1 | 0.16% | 0.37% | 0.57% | Q4 2018 | Q3 2023 | 6 |
US FINANCIAL ADVISORS, LLC | 6 | 6 | 0.01% | 0.03% | 0.05% | Q4 2014 | Q1 2016 | 6 |
CLEARBRIDGE, LLC | 6 | 6 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q3 2014 | 6 |
AEGON ASSET MANAGEMENT UK PLC | 5 | 1 | 0.02% | 0.05% | 0.06% | Q1 2015 | Q2 2017 | 6 |
InterOcean Capital, LLC | 5 | 1 | 0.02% | 0.04% | 0.05% | Q4 2016 | Q4 2019 | 6 |
MISSION WEALTH MANAGEMENT, LP | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Crestline Management, LP | 3 | 1 | 0.24% | 0.41% | 0.51% | Q1 2017 | Q4 2018 | 6 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.02% | 0.06% | 0.23% | Q4 2019 | Q3 2023 | 6 |
DEERE & CO | 3 | 3 | 0.01% | 0.05% | 0.09% | Q4 2013 | Q3 2016 | 6 |
Jackson, Grant Investment Advisers, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 6 |
WASATCH ADVISORS LP | 6 | 6 | 0.32% | 0.41% | 0.52% | Q2 2013 | Q3 2014 | 6 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 6 | 6 | 0.17% | 0.29% | 0.43% | Q2 2013 | Q3 2014 | 6 |
Capital Advisory Group Advisory Services, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Private Wealth Strategies, L.L.C. | 5 | 5 | 0.04% | 0.05% | 0.07% | Q1 2021 | Q1 2022 | 6 |
Capital Investment Advisory Services, LLC | 4 | 2 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q1 2022 | 6 |
Burleson & Company, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 6 |
Invictus RG | 4 | 2 | 0.01% | 0.11% | 0.40% | Q4 2015 | Q3 2017 | 6 |
Price Wealth, LLC | 3 | 3 | 0.01% | 0.07% | 0.16% | Q4 2017 | Q1 2020 | 6 |
Bluefin Trading, LLC | 2 | 1 | 0.00% | 0.04% | 0.06% | Q2 2014 | Q4 2019 | 6 |
Covalent Partners LLC | 4 | 2 | 0.22% | 2.65% | 9.18% | Q4 2021 | Q2 2023 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 6 |
Zebra Capital Management LLC | 6 | 6 | 0.33% | 0.46% | 0.58% | Q3 2018 | Q4 2019 | 6 |
MATHER GROUP, LLC. | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 6 |
Gerber Kawasaki Wealth & Investment Management | 6 | 6 | 0.26% | 0.34% | 0.44% | Q2 2020 | Q3 2021 | 6 |
Grosvenor Holdings, L.L.C. | 6 | 6 | 2.08% | 5.31% | 11.30% | Q2 2018 | Q3 2019 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
GRIFFIN ASSET MANAGEMENT, INC. | 6 | 6 | 0.04% | 0.25% | 0.34% | Q3 2020 | Q4 2021 | 6 |
Game Creek Capital, LP | 4 | 1 | 0.09% | 0.60% | 1.07% | Q4 2017 | Q4 2022 | 6 |
Machina Capital S.A.S. | 3 | 1 | 0.41% | 0.67% | 0.97% | Q4 2018 | Q1 2022 | 6 |
Stelac Advisory Services LLC | 6 | 6 | 0.06% | 0.15% | 0.20% | Q1 2022 | Q2 2023 | 6 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 4 | 2 | 0.09% | 0.11% | 0.14% | Q3 2013 | Q1 2015 | 6 |
Enlightenment Research, LLC | 1 | 1 | 0.14% | 0.49% | 1.25% | Q4 2018 | Q3 2022 | 6 |
WINTRUST INVESTMENTS LLC | 3 | 1 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q2 2022 | 6 |
ARGONAUT CAPITAL MANAGEMENT CORP | 6 | 6 | 1.16% | 2.87% | 5.11% | Q2 2014 | Q3 2015 | 6 |
Crake Asset Management LLP | 3 | 1 | 0.37% | 1.39% | 3.04% | Q2 2020 | Q3 2022 | 6 |
IndexIQ Advisors LLC | 4 | 1 | 0.00% | 0.03% | 0.12% | Q4 2017 | Q1 2022 | 6 |
Providence Wealth Advisors, LLC | 6 | 6 | 0.14% | 0.18% | 0.22% | Q4 2020 | Q1 2022 | 6 |
INVESTMENT CENTERS OF AMERICA INC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2016 | Q3 2017 | 6 |
Rathbones Group PLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Unigestion Holding SA | 4 | 2 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q2 2020 | 6 |
Hartford Financial Management Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2020 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 5 | 1 | 0.06% | 0.10% | 0.16% | Q4 2013 | Q2 2015 | 6 |
Hi-Line Capital Management, LLC | 6 | 6 | 2.38% | 2.63% | 2.77% | Q4 2018 | Q1 2020 | 6 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.11% | 0.46% | 1.34% | Q1 2014 | Q4 2022 | 6 |
Hirtle Callaghan & Co LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q4 2014 | 6 |
Shepherd Financial Partners LLC | 6 | 6 | 0.09% | 0.19% | 0.26% | Q4 2016 | Q1 2018 | 6 |
Worth Venture Partners, LLC | 5 | 1 | 0.23% | 0.37% | 0.45% | Q4 2016 | Q3 2023 | 6 |
Clal Insurance Enterprises Holdings Ltd | 6 | 6 | 0.17% | 0.25% | 0.28% | Q3 2021 | Q4 2022 | 6 |
Clarus Wealth Advisors | 5 | 1 | 0.06% | 0.09% | 0.15% | Q2 2018 | Q4 2020 | 6 |
Y-Intercept (Hong Kong) Ltd | 4 | 1 | 0.12% | 0.24% | 0.42% | Q2 2021 | Q3 2023 | 6 |
PARNASSUS INVESTMENTS, LLC | 6 | 6 | 0.62% | 0.69% | 0.79% | Q1 2020 | Q2 2021 | 6 |
Qtron Investments LLC | 4 | 2 | 0.05% | 0.11% | 0.18% | Q2 2020 | Q3 2022 | 6 |
Varma Mutual Pension Insurance Co | 5 | 1 | 0.07% | 0.27% | 0.69% | Q3 2020 | Q2 2023 | 6 |
TFO Wealth Partners, LLC | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 6 |
GREENHAVEN ASSOCIATES INC | 6 | 6 | 2.66% | 3.96% | 5.43% | Q2 2013 | Q3 2014 | 6 |
Arjuna Capital | 6 | 6 | 0.15% | 0.26% | 0.34% | Q1 2019 | Q2 2020 | 6 |
Global Financial Private Capital, Inc | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q2 2019 | 6 |
Stamos Capital Partners, L.P. | 4 | 1 | 0.12% | 0.32% | 0.52% | Q4 2018 | Q3 2022 | 6 |
McAdams Wright Ragen, Inc. | 6 | 6 | 0.18% | 0.21% | 0.28% | Q2 2013 | Q3 2014 | 6 |
Concert Wealth Management Inc. | 6 | 6 | 0.08% | 0.13% | 0.24% | Q4 2015 | Q1 2017 | 6 |
Fieldpoint Private Securities, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2022 | 6 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 4 | 2 | 0.14% | 0.50% | 0.74% | Q2 2014 | Q4 2015 | 6 |
X-Square Capital, LLC | 4 | 2 | 0.40% | 1.09% | 1.97% | Q4 2017 | Q3 2023 | 6 |
Greenland Capital Management LP | 4 | 4 | 0.20% | 0.27% | 0.34% | Q4 2022 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Formidable Asset Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2016 | 6 |
Washington Trust Advisors, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Border to Coast Pensions Partnership Ltd | 6 | 6 | 0.16% | 0.20% | 0.26% | Q2 2021 | Q3 2022 | 6 |
Corsicana & Co. | 6 | 6 | 0.11% | 0.12% | 0.14% | Q2 2021 | Q3 2022 | 6 |
ELLINGTON MANAGEMENT GROUP LLC | 3 | 1 | 0.10% | 0.40% | 0.80% | Q2 2014 | Q4 2020 | 6 |
WILLIAMS JONES & ASSOCIATES LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2016 | 6 |
Central Asset Investments & Management Holdings (HK) Ltd | 5 | 1 | 0.14% | 0.45% | 0.70% | Q2 2017 | Q1 2022 | 6 |
Coatue Management | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2020 | 5 |
ACADEMY CAPITAL MANAGEMENT INC/TX | 5 | 5 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q2 2023 | 5 |
Senator Investment Group LP | 5 | 5 | 1.34% | 2.08% | 2.56% | Q4 2015 | Q4 2016 | 5 |
PRUDENTIAL PLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2018 | 5 |
Aquatic Capital Management LLC | 2 | 1 | 0.07% | 0.13% | 0.27% | Q1 2022 | Q3 2023 | 5 |
Procyon Advisors, LLC | 3 | 2 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q3 2021 | 5 |
EMERALD MUTUAL FUND ADVISERS TRUST | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2016 | 5 |
Cumberland Partners Ltd | 5 | 5 | 0.23% | 0.24% | 0.25% | Q2 2022 | Q2 2023 | 5 |
Origin Asset Management LLP | 3 | 2 | 0.42% | 0.64% | 1.02% | Q4 2015 | Q2 2017 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q2 2014 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.02% | 0.07% | 0.10% | Q1 2018 | Q1 2019 | 5 |
Fluent Financial, LLC | 5 | 5 | 0.14% | 0.17% | 0.19% | Q4 2018 | Q4 2019 | 5 |
OXFORD ASSET MANAGEMENT LLP | 4 | 1 | 0.01% | 0.11% | 0.30% | Q4 2017 | Q2 2019 | 5 |
Braun-Bostich & Associates Inc. | 3 | 2 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2020 | 5 |
FRIESS ASSOCIATES LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 5 |
M Holdings Securities, Inc. | 5 | 5 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q1 2023 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Pinkerton Retirement Specialists, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 5 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2021 | 5 |
Gideon Capital Advisors, Inc. | 2 | 1 | 0.12% | 0.52% | 1.02% | Q4 2014 | Q3 2019 | 5 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 1 | 0.03% | 0.31% | 0.75% | Q4 2014 | Q1 2020 | 5 |
ROMAN BUTLER FULLERTON & CO | 4 | 1 | 0.09% | 0.11% | 0.14% | Q4 2020 | Q1 2022 | 5 |
MAPLE SECURITIES USA INC | 2 | 1 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q2 2015 | 5 |
Eudaimonia Partners, LLC | 4 | 1 | 0.01% | 0.06% | 0.12% | Q3 2020 | Q1 2022 | 5 |
Miracle Mile Advisors, LLC | 3 | 1 | 0.06% | 0.23% | 0.33% | Q1 2018 | Q2 2020 | 5 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 5 | 5 | 0.01% | 0.05% | 0.10% | Q1 2019 | Q1 2020 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2014 | 5 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q4 2019 | 5 |
ROPES WEALTH ADVISORS LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2020 | 5 |
Lauterbach Financial Advisors, LLC | 5 | 5 | 0.17% | 0.20% | 0.22% | Q3 2022 | Q3 2023 | 5 |
Keystone Financial Group | 5 | 5 | 0.05% | 0.05% | 0.06% | Q3 2020 | Q3 2021 | 5 |
KENFARB & CO. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.05% | 0.07% | 0.10% | Q2 2017 | Q3 2017 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.12% | 0.14% | 0.16% | Q2 2015 | Q2 2016 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2016 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2017 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.14% | 0.19% | 0.24% | Q4 2021 | Q4 2022 | 5 |
Pensionfund Sabic | 2 | 1 | 0.39% | 0.48% | 0.58% | Q1 2016 | Q2 2018 | 5 |
KG&L Capital Management,LLC | 5 | 5 | 0.26% | 0.45% | 0.57% | Q3 2021 | Q3 2022 | 5 |
MPS Loria Financial Planners, LLC | 4 | 1 | 0.01% | 0.04% | 0.06% | Q2 2017 | Q1 2021 | 5 |
CCG WEALTH MANAGEMENT, LLC | 5 | 5 | 0.42% | 0.47% | 0.51% | Q4 2021 | Q4 2022 | 5 |
Cooper Financial Group | 5 | 5 | 0.09% | 0.10% | 0.12% | Q3 2020 | Q3 2021 | 5 |
Modera Wealth Management, LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 5 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 5 | 5 | 0.02% | 1.05% | 1.90% | Q2 2013 | Q2 2014 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q2 2014 | 5 |
Sunnymeath Asset Management, Inc. | 5 | 5 | 1.16% | 1.66% | 2.34% | Q4 2015 | Q4 2016 | 5 |
KEELEY ASSET MANAGEMENT CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2015 | 5 |
VICUS CAPITAL | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2016 | Q4 2017 | 5 |
RITHOLTZ WEALTH MANAGEMENT | 4 | 1 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2022 | 5 |
NEW ENGLAND SECURITIES CORP /MA/ | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q4 2014 | 5 |
HIGHLAND CAPITAL MANAGEMENT LP | 3 | 1 | 0.12% | 0.61% | 1.34% | Q3 2014 | Q1 2019 | 5 |
CUE ADVISORY SERVICES, INC. | 3 | 2 | 0.20% | 0.21% | 0.22% | Q4 2014 | Q1 2016 | 5 |
WAYCROSS PARTNERS, LLC | 5 | 5 | 0.44% | 1.03% | 1.69% | Q4 2020 | Q4 2021 | 5 |
Lake Point Wealth Management | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2022 | 5 |
DDD Partners, LLC | 5 | 5 | 0.74% | 0.83% | 0.89% | Q4 2018 | Q4 2019 | 5 |
True Link Financial Advisors, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.07% | 0.49% | 0.88% | Q4 2022 | Q4 2023 | 5 |
Capital Investment Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q1 2022 | 5 |
Crow Point Partners, LLC | 3 | 1 | 0.02% | 0.05% | 0.07% | Q3 2014 | Q3 2016 | 5 |
West Oak Capital, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q4 2017 | 5 |
Osborn Williams & Donohoe LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q4 2019 | 5 |
Dakota Wealth Management | 4 | 4 | 0.01% | 0.31% | 0.80% | Q2 2020 | Q1 2021 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
GUYASUTA INVESTMENT ADVISORS INC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q4 2019 | 5 |
Teamwork Financial Advisors, LLC | 4 | 1 | 0.04% | 0.06% | 0.13% | Q4 2019 | Q4 2021 | 5 |
KINGS POINT CAPITAL MANAGEMENT | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
AMG National Trust Bank | 3 | 2 | 0.03% | 0.08% | 0.10% | Q2 2019 | Q4 2021 | 5 |
Roof Eidam Maycock Peralta, LLC | 5 | 5 | 0.87% | 1.04% | 1.13% | Q4 2014 | Q4 2015 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.00% | 0.01% | 0.06% | Q3 2019 | Q3 2020 | 5 |
BOSTON ADVISORS LLC | 5 | 5 | 0.01% | 0.06% | 0.07% | Q1 2017 | Q1 2018 | 5 |
NWI MANAGEMENT LP | 4 | 1 | 0.56% | 1.35% | 2.08% | Q1 2016 | Q2 2023 | 5 |
Sovarnum Capital L.P. | 4 | 1 | 0.23% | 0.68% | 1.07% | Q1 2018 | Q3 2021 | 5 |
OSSIAM | 2 | 1 | 0.00% | 0.02% | 0.10% | Q4 2019 | Q4 2022 | 5 |
GRATRY & Co LLC | 3 | 2 | 0.15% | 0.23% | 0.34% | Q3 2015 | Q3 2017 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2020 | 5 |
Manning & Napier Group, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 5 |
OAKMONT Corp | 5 | 5 | 2.72% | 3.19% | 3.71% | Q1 2015 | Q1 2016 | 5 |
Strengthening Families & Communities, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Alpine Global Management, LLC | 2 | 1 | 0.07% | 0.35% | 1.34% | Q1 2015 | Q1 2022 | 5 |
WHALEROCK POINT PARTNERS, LLC | 5 | 5 | 0.13% | 0.17% | 0.20% | Q1 2015 | Q1 2016 | 5 |
Man Investments Ltd | 5 | 5 | 0.17% | 0.27% | 0.34% | Q2 2013 | Q2 2014 | 5 |
Zimmer Partners, LP | 4 | 1 | 0.06% | 0.16% | 0.30% | Q1 2021 | Q3 2022 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
Graticule Asia Macro Advisors LLC | 3 | 1 | 0.04% | 0.63% | 1.64% | Q4 2016 | Q2 2020 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 5 |
MUFG Securities EMEA plc | 4 | 1 | 0.00% | 0.06% | 0.14% | Q2 2018 | Q4 2019 | 5 |
MAZAMA CAPITAL MANAGEMENT INC | 5 | 5 | 0.14% | 0.53% | 0.91% | Q4 2014 | Q4 2015 | 5 |
WADE G W & INC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q1 2022 | 5 |
IVORY INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.42% | 0.64% | 1.26% | Q2 2015 | Q4 2016 | 5 |
VSR Financial Services, Inc. | 4 | 1 | 0.02% | 0.04% | 0.06% | Q2 2014 | Q4 2015 | 5 |
PECONIC PARTNERS LLC | 2 | 1 | 0.32% | 0.60% | 0.95% | Q1 2016 | Q2 2022 | 5 |
Axiom Investment Management LLC | 4 | 1 | 0.06% | 0.76% | 1.08% | Q4 2018 | Q3 2022 | 5 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2021 | 5 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q1 2015 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
Financial Advantage, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2019 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q2 2020 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.02% | 0.19% | 0.53% | Q4 2017 | Q4 2018 | 5 |
SOL Capital Management CO | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q3 2021 | 5 |
HawsGoodwin Investment Management LLC | 5 | 5 | 0.42% | 0.59% | 0.92% | Q4 2019 | Q4 2020 | 5 |
Timber Creek Capital Management LLC | 5 | 5 | 1.14% | 1.27% | 1.40% | Q4 2018 | Q4 2019 | 5 |
Gibson Wealth Advisors LLC | 5 | 5 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 5 |
BAIRD ROBERT W & CO INC /WI/ | 2 | 1 | 0.00% | 0.03% | 0.07% | Q3 2013 | Q1 2015 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Ausdal Financial Partners, Inc. | 2 | 1 | 0.03% | 0.06% | 0.09% | Q4 2015 | Q1 2021 | 5 |
Bowling Portfolio Management LLC | 4 | 1 | 0.25% | 0.30% | 0.35% | Q2 2015 | Q4 2016 | 5 |
Atlas Private Wealth Management, LLC | 4 | 1 | 0.01% | 0.03% | 0.07% | Q4 2019 | Q1 2021 | 5 |
TBH Global Asset Management, LLC | 3 | 2 | 0.46% | 0.61% | 0.74% | Q4 2019 | Q3 2021 | 5 |
Wills Financial Group, Inc. | 5 | 5 | 0.77% | 0.88% | 0.99% | Q2 2018 | Q2 2019 | 5 |
Buffington Mohr McNeal | 4 | 1 | 0.00% | 0.10% | 0.13% | Q2 2017 | Q1 2019 | 5 |
Barrett Asset Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
FISHMAN JAY A LTD/MI | 5 | 5 | 0.24% | 0.71% | 1.03% | Q4 2014 | Q4 2015 | 5 |
Donald Smith & Co. | 5 | 5 | 0.00% | 2.61% | 4.46% | Q2 2013 | Q2 2014 | 5 |
LANSDOWNE PARTNERS (UK) LLP | 5 | 5 | 0.57% | 1.28% | 3.67% | Q2 2020 | Q2 2021 | 5 |
FDO Partners, LLC | 3 | 1 | 0.21% | 0.36% | 0.50% | Q4 2015 | Q3 2017 | 5 |
Kamunting Street Capital Management, L.P. | 3 | 2 | 1.66% | 3.23% | 8.92% | Q1 2018 | Q2 2019 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
T. Rowe Price Investment Management, Inc. | 5 | 5 | 0.33% | 0.42% | 0.47% | Q3 2022 | Q3 2023 | 5 |
Cerebellum GP, LLC | 4 | 1 | 0.09% | 0.20% | 0.30% | Q4 2017 | Q2 2020 | 5 |
Syntal Capital Partners, LLC | 3 | 2 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q3 2015 | 5 |
L.M. KOHN & COMPANY | 4 | 1 | 0.08% | 0.11% | 0.14% | Q1 2022 | Q2 2023 | 5 |
Whitnell & Co. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
Rinkey Investments | 5 | 5 | 0.12% | 0.19% | 0.23% | Q4 2021 | Q4 2022 | 5 |
Nuveen Fund Advisors, LLC | 5 | 5 | 0.04% | 0.33% | 0.51% | Q2 2016 | Q2 2017 | 5 |
Spectrum Management Group, LLC | 3 | 1 | 0.01% | 0.10% | 0.17% | Q4 2015 | Q3 2021 | 5 |
MKP Capital Management, L.L.C. | 2 | 2 | 0.11% | 0.93% | 1.50% | Q4 2014 | Q4 2020 | 5 |
Triumph Capital Management | 5 | 5 | 0.02% | 0.09% | 0.13% | Q2 2021 | Q2 2022 | 5 |
Artemis Investment Management LLP | 2 | 1 | 0.05% | 0.16% | 0.38% | Q1 2016 | Q4 2021 | 5 |
Menard Financial Group LLC | 5 | 5 | 0.31% | 0.47% | 0.61% | Q3 2020 | Q3 2021 | 5 |
Lee Capital Management LP | 5 | 5 | 0.45% | 0.50% | 0.56% | Q4 2016 | Q4 2017 | 5 |
Mechanics Bank Trust Department | 3 | 2 | 0.07% | 0.08% | 0.10% | Q4 2014 | Q2 2016 | 5 |
EVERGREEN CAPITAL MANAGEMENT LLC | 2 | 1 | 0.01% | 0.05% | 0.09% | Q3 2021 | Q1 2023 | 4 |
INVESTMENT PARTNERS, LTD. | 4 | 4 | 0.12% | 0.13% | 0.15% | Q4 2020 | Q3 2021 | 4 |
SANDERS MORRIS HARRIS LLC | 2 | 2 | 0.48% | 0.82% | 1.09% | Q2 2021 | Q2 2023 | 4 |
CLARK ESTATES INC/NY | 4 | 4 | 0.58% | 0.67% | 0.82% | Q3 2016 | Q2 2017 | 4 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
INTECH INVESTMENT MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 4 |
MARINO, STRAM & ASSOCIATES LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
CSS LLC/IL | 2 | 1 | 0.01% | 0.03% | 0.06% | Q2 2014 | Q2 2022 | 4 |
ARGENT CAPITAL MANAGEMENT LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q3 2016 | 4 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 4 | 4 | 0.06% | 0.51% | 1.05% | Q2 2014 | Q1 2015 | 4 |
GREENWOOD CAPITAL ASSOCIATES LLC | 4 | 4 | 0.66% | 0.71% | 0.78% | Q1 2017 | Q4 2017 | 4 |
Natixis Investment Managers International | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q3 2018 | 4 |
SHEPHERD KAPLAN KROCHUK, LLC | 3 | 1 | 0.04% | 0.04% | 0.05% | Q3 2014 | Q4 2015 | 4 |
FALCON POINT CAPITAL, LLC | 4 | 4 | 0.28% | 0.43% | 0.63% | Q2 2014 | Q1 2015 | 4 |
WHITEBOX ADVISORS LLC | 4 | 4 | 0.04% | 0.09% | 0.12% | Q4 2022 | Q3 2023 | 4 |
FIRST NATIONAL TRUST CO | 4 | 4 | 0.04% | 0.06% | 0.07% | Q2 2015 | Q1 2016 | 4 |
Rock Point Advisors, LLC | 4 | 4 | 0.72% | 0.85% | 0.96% | Q4 2021 | Q3 2022 | 4 |
Mountain Lake Investment Management LLC | 4 | 4 | 3.51% | 5.32% | 6.02% | Q2 2013 | Q1 2014 | 4 |
SCOPUS ASSET MANAGEMENT, L.P. | 2 | 2 | 0.02% | 0.19% | 0.67% | Q4 2015 | Q1 2021 | 4 |
Virtus Fund Advisers, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q2 2014 | Q1 2015 | 4 |
F&C Asset Management plc | 4 | 4 | 0.77% | 0.88% | 0.96% | Q2 2013 | Q1 2014 | 4 |
Polar Asset Management Partners Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 4 |
Seminole Management Co., Inc. | 2 | 1 | 0.40% | 1.42% | 2.66% | Q3 2015 | Q4 2016 | 4 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 4 | 4 | 0.02% | 0.05% | 0.08% | Q1 2015 | Q4 2015 | 4 |
Dorsey Wright & Associates | 4 | 4 | 0.22% | 0.73% | 0.97% | Q3 2014 | Q2 2015 | 4 |
Redwood Investments, LLC | 4 | 4 | 0.22% | 0.43% | 0.55% | Q3 2015 | Q2 2016 | 4 |
Aston Asset Management, LLC | 4 | 4 | 0.24% | 0.44% | 0.63% | Q2 2013 | Q1 2014 | 4 |
Tradeworx Inc. | 2 | 1 | 0.18% | 0.44% | 0.82% | Q2 2013 | Q3 2014 | 4 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.04% | 0.12% | 0.24% | Q1 2015 | Q4 2019 | 4 |
FNY Managed Accounts LLC | 2 | 1 | 0.01% | 0.09% | 0.33% | Q2 2015 | Q1 2018 | 4 |
SAMLYN CAPITAL, LLC | 2 | 1 | 0.18% | 0.38% | 0.69% | Q3 2016 | Q4 2021 | 4 |
Capital Research Global Investors | 4 | 4 | 0.04% | 0.08% | 0.12% | Q2 2013 | Q1 2014 | 4 |
Meritage Group LP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
INTACT INVESTMENT MANAGEMENT INC. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q2 2018 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.01% | 0.03% | 0.06% | Q2 2023 | Q3 2023 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.06% | 0.14% | 0.24% | Q2 2013 | Q1 2014 | 4 |
Granite Investment Advisors, LLC | 4 | 4 | 0.88% | 1.20% | 1.52% | Q2 2020 | Q1 2021 | 4 |
Q Global Advisors, LLC | 4 | 4 | 1.03% | 4.05% | 7.29% | Q2 2020 | Q1 2021 | 4 |
Petrus Trust Company, LTA | 1 | 1 | 0.03% | 0.04% | 0.05% | Q3 2016 | Q1 2023 | 4 |
Diversified Trust Co | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q2 2022 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Homrich & Berg | 2 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q2 2021 | 4 |
Consulta Ltd | 4 | 4 | 0.45% | 0.47% | 0.52% | Q4 2018 | Q3 2019 | 4 |
BHF Kleinwort Benson Group S.A. | 2 | 2 | 0.00% | 0.05% | 0.08% | Q1 2014 | Q2 2015 | 4 |
Fairpointe Capital LLC | 4 | 4 | 0.96% | 1.72% | 2.35% | Q2 2013 | Q1 2014 | 4 |
Neuberger Berman Canada ULC | 2 | 2 | 0.17% | 0.31% | 0.57% | Q3 2013 | Q4 2016 | 4 |
Mader & Shannon Wealth Management, Inc. | 4 | 4 | 3.01% | 5.34% | 10.80% | Q2 2014 | Q1 2015 | 4 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 3 | 1 | 0.06% | 0.13% | 0.16% | Q3 2017 | Q1 2019 | 4 |
LBMC INVESTMENT ADVISORS, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q2 2021 | 4 |
Diligent Investors, LLC | 4 | 4 | 0.38% | 0.47% | 0.52% | Q4 2014 | Q3 2015 | 4 |
Capital International Investors | 4 | 4 | 0.20% | 0.23% | 0.25% | Q2 2013 | Q1 2014 | 4 |
Knowledge Leaders Capital, LLC | 4 | 4 | 0.53% | 0.58% | 0.68% | Q2 2020 | Q1 2021 | 4 |
Ratan Capital Management LP | 4 | 4 | 0.03% | 0.41% | 0.79% | Q3 2020 | Q2 2021 | 4 |
BTG Pactual Global Asset Management Ltd | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2014 | Q3 2015 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Schooner Investment Group, LLC. | 4 | 4 | 0.11% | 0.14% | 0.16% | Q4 2014 | Q3 2015 | 4 |
Rothschild Capital Partners, LLC | 4 | 4 | 1.48% | 1.62% | 1.92% | Q4 2020 | Q3 2021 | 4 |
Teewinot Capital Advisers, L.L.C. | 4 | 4 | 1.28% | 1.81% | 2.36% | Q2 2016 | Q1 2017 | 4 |
EXENCIAL WEALTH ADVISORS, LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q1 2013 | Q1 2021 | 4 |
Alaska Permanent Fund Corp | 2 | 2 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 4 |
RELIANCE TRUST CO OF DELAWARE | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q2 2016 | 4 |
ARGENTIERE CAPITAL AG | 2 | 2 | 0.40% | 0.87% | 1.22% | Q4 2016 | Q1 2019 | 4 |
Scoria Capital Partners LP | 2 | 1 | 0.12% | 1.51% | 2.45% | Q1 2015 | Q1 2017 | 4 |
Black Maple Capital Management LP | 4 | 4 | 0.26% | 0.34% | 0.41% | Q4 2020 | Q3 2021 | 4 |
Shellback Capital, LP | 1 | 1 | 0.28% | 0.50% | 0.99% | Q3 2015 | Q1 2019 | 4 |
SECOR Capital Advisors, LP | 1 | 1 | 0.01% | 0.27% | 0.53% | Q2 2015 | Q2 2018 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Somerset Trust Co | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q1 2019 | 4 |
Van Hulzen Asset Management, LLC | 4 | 4 | 0.11% | 1.26% | 1.91% | Q1 2017 | Q4 2017 | 4 |
LBA Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
Malaga Cove Capital, LLC | 4 | 4 | 0.40% | 0.84% | 1.10% | Q3 2014 | Q2 2015 | 4 |
Bienville Capital Management, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q1 2017 | Q4 2017 | 4 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 4 |
CFO4Life, L.P. | 4 | 4 | 0.30% | 0.33% | 0.37% | Q1 2016 | Q4 2016 | 4 |
Acrospire Investment Management LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q1 2016 | Q2 2017 | 4 |
TradeLink Capital LLC | 3 | 1 | 0.49% | 0.55% | 0.60% | Q1 2015 | Q1 2016 | 4 |
Perpetual Ltd | 3 | 1 | 0.08% | 0.11% | 0.13% | Q1 2013 | Q3 2023 | 4 |
Aptus Capital Advisors, LLC | 3 | 3 | 0.04% | 0.24% | 0.80% | Q2 2020 | Q4 2020 | 4 |
Steel Canyon Capital, LLC | 4 | 4 | 1.10% | 2.59% | 4.67% | Q4 2018 | Q3 2019 | 4 |
Venturi Wealth Management, LLC | 2 | 1 | 0.01% | 0.05% | 0.09% | Q4 2015 | Q3 2023 | 4 |
Precocity Capital LP | 3 | 1 | 1.24% | 2.41% | 3.69% | Q4 2016 | Q3 2018 | 4 |
Kelman-Lazarov, Inc. | 4 | 4 | 0.04% | 0.05% | 0.06% | Q1 2016 | Q4 2016 | 4 |
Copperwynd Financial, LLC | 4 | 4 | 0.22% | 0.28% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Faithward Advisors, LLC | 2 | 1 | 0.05% | 0.06% | 0.08% | Q3 2019 | Q3 2021 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
BFSG, LLC | 4 | 4 | 0.12% | 0.15% | 0.18% | Q2 2020 | Q1 2021 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 0.09% | 0.19% | 0.40% | Q4 2017 | Q3 2018 | 4 |
Salient Private Client, LLC | 4 | 4 | 0.09% | 0.12% | 0.14% | Q4 2017 | Q3 2018 | 4 |
Parisi Gray Wealth Management | 4 | 4 | 0.06% | 0.09% | 0.12% | Q2 2018 | Q1 2019 | 4 |
Icon Wealth Partners, LLC | 1 | 1 | 0.01% | 0.03% | 0.08% | Q4 2017 | Q2 2020 | 4 |
CenterStar Asset Management, LLC | 1 | 1 | 0.00% | 0.05% | 0.18% | Q1 2018 | Q3 2018 | 4 |
Aevitas Wealth Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2010 | Q3 2023 | 4 |
Nicollet Investment Management, Inc. | 4 | 4 | 1.62% | 2.06% | 2.62% | Q4 2020 | Q3 2021 | 4 |
Tibra Equities Europe Ltd | 2 | 1 | 0.05% | 0.20% | 0.38% | Q3 2018 | Q4 2019 | 4 |
Lucia Wealth Services, LLC | 4 | 4 | 0.04% | 0.08% | 0.11% | Q1 2018 | Q4 2018 | 4 |
180 WEALTH ADVISORS, LLC | 4 | 4 | 0.07% | 0.12% | 0.19% | Q2 2022 | Q1 2023 | 4 |
Vigilare Wealth Management | 4 | 4 | 0.20% | 0.24% | 0.28% | Q4 2020 | Q3 2021 | 4 |
Albar Capital Ltd | 1 | 1 | 1.12% | 1.74% | 2.76% | Q4 2018 | Q4 2022 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Vestmark Advisory Solutions, Inc. | 2 | 2 | 0.03% | 0.04% | 0.06% | Q1 2019 | Q2 2020 | 4 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.06% | 0.17% | Q2 2018 | Q3 2023 | 4 |
Vishria Bird Financial Group, LLC | 4 | 4 | 2.06% | 2.26% | 2.71% | Q4 2020 | Q3 2021 | 4 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4 | 4 | 0.16% | 0.24% | 0.33% | Q1 2021 | Q4 2021 | 4 |
Sepio Capital, LP | 3 | 1 | 0.05% | 0.10% | 0.13% | Q4 2020 | Q4 2021 | 4 |
Canton Hathaway, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Oak Thistle LLC | 2 | 1 | 0.22% | 0.36% | 0.51% | Q4 2021 | Q3 2023 | 4 |
PRW Wealth Management LLC | 2 | 2 | 0.00% | 0.05% | 0.10% | Q4 2018 | Q1 2022 | 4 |
Landsberg, Bennett, & Dubbaneh LLC | 4 | 4 | 0.04% | 0.04% | 0.06% | Q3 2020 | Q2 2021 | 4 |
Evolution Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2020 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2021 | 4 |
Jackson Hole Capital Partners, LLC | 4 | 4 | 0.12% | 0.13% | 0.15% | Q4 2020 | Q3 2021 | 4 |
GYL FINANCIAL SYNERGIES, LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q1 2019 | Q4 2019 | 4 |
Invenomic Capital Management LP | 4 | 4 | 0.32% | 0.42% | 0.53% | Q4 2022 | Q3 2023 | 4 |
Bremer Bank National Association | 4 | 4 | 0.06% | 0.08% | 0.09% | Q1 2019 | Q4 2019 | 4 |
Leelyn Smith, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
III Capital Management | 2 | 1 | 0.01% | 0.04% | 0.06% | Q3 2021 | Q3 2022 | 4 |
Gyon Technologies Capital Management, LP | 2 | 1 | 0.13% | 0.32% | 0.46% | Q3 2020 | Q1 2022 | 4 |
Karani Asset Management LLC | 4 | 4 | 0.40% | 0.61% | 1.01% | Q4 2019 | Q3 2020 | 4 |
Appian Way Asset Management LP | 4 | 4 | 0.78% | 1.38% | 2.16% | Q2 2020 | Q1 2021 | 4 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.03% | 0.05% | 0.08% | Q4 2019 | Q2 2022 | 4 |
PYA Waltman Capital, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
SkyOak Wealth, LLC | 4 | 4 | 0.11% | 0.17% | 0.23% | Q4 2019 | Q3 2020 | 4 |
Goodwin Investment Advisory | 4 | 4 | 0.01% | 0.06% | 0.23% | Q4 2020 | Q3 2021 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 4 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.05% | 0.06% | Q4 2020 | Q3 2021 | 4 |
Navalign, LLC | 4 | 4 | 0.19% | 0.25% | 0.30% | Q1 2021 | Q4 2021 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
F/M Investments LLC | 3 | 1 | 1.47% | 1.97% | 2.73% | Q3 2021 | Q3 2022 | 4 |
DCM Advisors, LLC | 4 | 4 | 0.15% | 0.26% | 0.38% | Q4 2020 | Q3 2021 | 4 |
STABLEFORD CAPITAL II LLC | 2 | 2 | 0.22% | 0.51% | 1.05% | Q3 2020 | Q3 2023 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
IVC Wealth Advisors LLC | 4 | 4 | 0.24% | 0.38% | 0.49% | Q4 2020 | Q3 2021 | 4 |
ADE, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
SkyView Investment Advisors, LLC | 3 | 1 | 0.00% | 0.03% | 0.10% | Q4 2020 | Q3 2023 | 4 |
Eisler Capital (UK) Ltd. | 2 | 2 | 0.00% | 0.03% | 0.07% | Q1 2023 | Q2 2023 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 1 | 0.00% | 0.01% | 0.04% | Q3 2021 | Q3 2022 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.05% | 0.07% | 0.10% | Q1 2021 | Q2 2022 | 4 |
Eagle Bay Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Bank of New Hampshire | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Wedmont Private Capital | 4 | 4 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2022 | 4 |
Steward Financial Group LLC | 3 | 1 | 0.03% | 0.07% | 0.15% | Q4 2021 | Q2 2023 | 4 |
Sweet Financial Partners, LLC | 4 | 4 | 0.11% | 0.14% | 0.16% | Q4 2021 | Q3 2022 | 4 |
Pitti Group Wealth Management, LLC | 4 | 4 | 0.54% | 0.62% | 0.69% | Q4 2021 | Q3 2022 | 4 |
Harvest Portfolios Group Inc. | 4 | 4 | 0.20% | 0.24% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Wallace Advisory Group, LLC | 4 | 4 | 0.19% | 0.28% | 0.32% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BEACON INVESTMENT ADVISORS LLC | 4 | 4 | 0.32% | 0.40% | 0.48% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Davis Investment Partners, LLC | 4 | 4 | 0.34% | 0.35% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.75% | 0.95% | 1.12% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Leading Edge Financial Planning LLC | 4 | 4 | 0.13% | 0.22% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 4 |
SOUND SHORE MANAGEMENT INC /CT/ | 4 | 4 | 1.97% | 2.02% | 2.06% | Q2 2013 | Q1 2014 | 4 |
CAMBIAR INVESTORS LLC | 4 | 4 | 1.05% | 1.12% | 1.18% | Q4 2020 | Q3 2021 | 4 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 3 | 1 | 0.19% | 0.28% | 0.36% | Q1 2016 | Q4 2020 | 4 |
MANCHESTER FINANCIAL INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
GRUBER & MCBAINE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.36% | 0.44% | 0.52% | Q1 2014 | Q4 2014 | 4 |
MOODY ALDRICH PARTNERS LLC | 4 | 4 | 0.15% | 0.22% | 0.35% | Q3 2019 | Q2 2020 | 4 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 2 | 1 | 0.27% | 0.76% | 1.11% | Q2 2013 | Q2 2017 | 4 |
Vollero Beach Capital Partners LLC | 1 | 1 | 0.45% | 1.36% | 2.48% | Q4 2014 | Q2 2016 | 3 |
BOWEN HANES & CO INC | 1 | 1 | 0.43% | 0.76% | 1.06% | Q2 2016 | Q3 2019 | 3 |
TCG Advisory Services, LLC | 2 | 1 | 0.03% | 0.13% | 0.30% | Q1 2021 | Q3 2023 | 3 |
Tradewinds Global Investors, LLC | 3 | 3 | 0.51% | 0.66% | 0.80% | Q2 2013 | Q4 2013 | 3 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q3 2021 | 3 |
Chinook Capital Management | 3 | 3 | 2.69% | 2.75% | 2.85% | Q2 2013 | Q4 2013 | 3 |
Everhart Financial Group, Inc. | 3 | 3 | 0.17% | 0.20% | 0.23% | Q4 2020 | Q2 2021 | 3 |
McAdam, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
Triasima Portfolio Management inc. | 3 | 3 | 0.03% | 0.07% | 0.11% | Q4 2020 | Q2 2021 | 3 |
DRILL CRAIG A | 3 | 3 | 0.92% | 3.76% | 5.66% | Q3 2015 | Q1 2016 | 3 |
Willis Johnson & Associates, Inc. | 3 | 3 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q2 2021 | 3 |
Arrow Investment Advisors, LLC | 3 | 3 | 0.11% | 0.13% | 0.14% | Q2 2015 | Q4 2015 | 3 |
DF DENT & CO INC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q2 2021 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.05% | 0.09% | 0.17% | Q4 2017 | Q4 2018 | 3 |
Parkside Investments, LLC | 2 | 1 | 0.06% | 0.10% | 0.12% | Q2 2019 | Q1 2020 | 3 |
GlobalBridge, Inc. | 2 | 1 | 0.12% | 0.19% | 0.24% | Q2 2013 | Q1 2014 | 3 |
Cranbrook Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Deane Retirement Strategies, Inc. | 2 | 1 | 1.06% | 1.20% | 1.31% | Q2 2017 | Q4 2020 | 3 |
DARRELL & KING LLC | 3 | 3 | 2.57% | 3.17% | 3.83% | Q2 2020 | Q4 2020 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Weiss Asset Management LP | 1 | 1 | 0.15% | 0.21% | 0.27% | Q4 2013 | Q2 2023 | 3 |
Indiana Trust & Investment Management CO | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 3 |
Alpha DNA Investment Management LLC | 2 | 1 | 0.01% | 0.17% | 0.48% | Q4 2020 | Q4 2022 | 3 |
TIGER MANAGEMENT L.L.C. | 2 | 2 | 0.07% | 0.11% | 0.15% | Q4 2017 | Q1 2018 | 3 |
Phoenix Holdings Ltd. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2022 | 3 |
Saba Capital Management, L.P. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Santa Fe Partners LLC | 2 | 1 | 0.04% | 0.12% | 0.17% | Q4 2014 | Q3 2015 | 3 |
CHAPIN DAVIS, INC. | 3 | 3 | 0.11% | 0.12% | 0.14% | Q4 2022 | Q2 2023 | 3 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 2 | 1 | 0.04% | 0.06% | 0.08% | Q1 2014 | Q4 2014 | 3 |
WestEnd Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
PETTYJOHN, WOOD & WHITE, INC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q3 2020 | Q1 2021 | 3 |
Wellington Shields Capital Management, LLC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q1 2016 | Q4 2020 | 3 |
C-J Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
INSIGHT 2811, INC. | 3 | 3 | 0.14% | 0.17% | 0.22% | Q1 2020 | Q3 2020 | 3 |
LWMG, LLC | 3 | 3 | 0.06% | 0.07% | 0.09% | Q4 2022 | Q2 2023 | 3 |
THOMAS STORY & SON LLC | 3 | 3 | 2.16% | 2.35% | 2.64% | Q3 2019 | Q1 2020 | 3 |
BRINKER CAPITAL INC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2015 | Q2 2016 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2013 | 3 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 3 |
Summit Financial Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Capitolis Advisors LLC | 3 | 3 | 0.06% | 0.11% | 0.19% | Q4 2020 | Q2 2021 | 3 |
Redwood Investment Management, LLC | 2 | 1 | 0.46% | 0.67% | 0.94% | Q4 2019 | Q4 2020 | 3 |
SHAPIRO ROBERT N | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q4 2014 | 3 |
CEERA INVESTMENTS, LLC | 3 | 3 | 0.12% | 0.17% | 0.21% | Q1 2021 | Q3 2021 | 3 |
Lesa Sroufe & Co | 3 | 3 | 4.40% | 5.17% | 6.05% | Q2 2013 | Q4 2013 | 3 |
SageGuard Financial Group, LLC | 3 | 3 | 0.16% | 0.21% | 0.24% | Q4 2020 | Q2 2021 | 3 |
Lombard Odier Asset Management (USA) Corp | 3 | 3 | 0.09% | 0.10% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Kemnay Advisory Services Inc. | 2 | 1 | 0.24% | 0.35% | 0.47% | Q2 2017 | Q1 2019 | 3 |
FolioMetrix LLC | 3 | 3 | 0.28% | 0.50% | 0.63% | Q4 2014 | Q2 2015 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
PIERSHALE FINANCIAL GROUP, INC. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2016 | 3 |
Tevis Investment Management | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
GODSEY & GIBB, INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
FRONTIER INVESTMENT MGMT CO | 2 | 1 | 0.03% | 0.15% | 0.22% | Q4 2017 | Q2 2020 | 3 |
Boussard & Gavaudan Asset Management LP | 3 | 3 | 0.14% | 0.17% | 0.19% | Q4 2013 | Q2 2014 | 3 |
Avalon Global Asset Management LLC | 3 | 3 | 0.67% | 1.10% | 1.51% | Q1 2020 | Q3 2020 | 3 |
Paradigm Financial Advisors, LLC | 2 | 1 | 0.05% | 0.05% | 0.06% | Q1 2021 | Q4 2021 | 3 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.41% | 0.84% | 1.42% | Q3 2014 | Q3 2015 | 3 |
Mach-1 Financial Group, LLC | 3 | 3 | 0.01% | 0.10% | 0.27% | Q2 2022 | Q4 2022 | 3 |
LOWE BROCKENBROUGH & CO INC | 3 | 3 | 0.30% | 0.43% | 0.63% | Q3 2021 | Q1 2022 | 3 |
Verity Asset Management, Inc. | 1 | 1 | 0.20% | 0.23% | 0.26% | Q4 2015 | Q2 2018 | 3 |
Country Club Trust Company, n.a. | 2 | 1 | 0.08% | 0.10% | 0.12% | Q3 2016 | Q4 2017 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 0.16% | 0.17% | 0.20% | Q4 2020 | Q2 2021 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q2 2020 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2018 | 3 |
Ellsworth Advisors, LLC | 3 | 3 | 0.19% | 0.21% | 0.22% | Q2 2020 | Q4 2020 | 3 |
GLG Partners LP | 1 | 1 | 0.05% | 0.08% | 0.10% | Q1 2014 | Q1 2017 | 3 |
DRW Securities, LLC | 2 | 1 | 0.03% | 0.05% | 0.07% | Q4 2017 | Q2 2021 | 3 |
UNITED BANK | 3 | 3 | 0.08% | 0.15% | 0.19% | Q2 2021 | Q4 2021 | 3 |
Limestone Value Partners, LLC | 3 | 3 | 0.76% | 4.76% | 7.40% | Q4 2014 | Q2 2015 | 3 |
Nadler Financial Group, Inc. | 3 | 3 | 0.10% | 0.11% | 0.12% | Q4 2015 | Q2 2016 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
One Capital Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q1 2022 | 3 |
PERSONAL CFO SOLUTIONS, LLC | 3 | 3 | 0.09% | 0.14% | 0.21% | Q3 2019 | Q1 2020 | 3 |
DELTEC ASSET MANAGEMENT LLC | 2 | 1 | 0.11% | 0.14% | 0.18% | Q1 2018 | Q3 2021 | 3 |
Geneva Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2015 | 3 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.25% | 0.59% | 0.83% | Q4 2014 | Q1 2017 | 3 |
SNOW CAPITAL MANAGEMENT LP | 3 | 3 | 0.06% | 0.28% | 0.43% | Q2 2013 | Q4 2013 | 3 |
MILLER HOWARD INVESTMENTS INC /NY | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2018 | Q4 2018 | 3 |
Endurance Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Horiko Capital Management LLC | 3 | 3 | 2.73% | 3.18% | 3.59% | Q3 2019 | Q1 2020 | 3 |
NUANCE INVESTMENTS, LLC | 3 | 3 | 0.09% | 2.26% | 3.81% | Q2 2013 | Q4 2013 | 3 |
Bramshill Investments, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 3 |
OAK RIDGE INVESTMENTS LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2021 | Q3 2021 | 3 |
Aristides Capital LLC | 3 | 3 | 0.31% | 0.45% | 0.59% | Q3 2021 | Q1 2022 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Saiers Capital, LLC | 2 | 1 | 0.08% | 0.08% | 0.10% | Q3 2013 | Q2 2014 | 3 |
XTX Topco Ltd | 2 | 1 | 0.05% | 0.16% | 0.30% | Q3 2022 | Q3 2023 | 3 |
Coronation Fund Managers Ltd. | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2019 | Q2 2020 | 3 |
GoalVest Advisory LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 3 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.11% | 0.20% | 0.27% | Q2 2020 | Q4 2021 | 3 |
Cavalier Investments, LLC | 2 | 1 | 0.13% | 0.44% | 0.65% | Q3 2015 | Q4 2016 | 3 |
LUCUS ADVISORS LLC | 1 | 1 | 0.22% | 0.27% | 0.38% | Q4 2014 | Q1 2017 | 3 |
Ceredex Value Advisors LLC | 2 | 1 | 0.55% | 0.85% | 1.31% | Q2 2018 | Q2 2023 | 3 |
Chiron Investment Management, LLC | 3 | 3 | 2.31% | 3.44% | 4.62% | Q2 2020 | Q4 2020 | 3 |
Claret Asset Management Corp | 3 | 3 | 0.20% | 0.27% | 0.31% | Q2 2020 | Q4 2020 | 3 |
Oakwell Private Wealth Management, LLC | 3 | 3 | 0.38% | 0.42% | 0.48% | Q4 2020 | Q2 2021 | 3 |
MARKSTON INTERNATIONAL LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2016 | Q4 2016 | 3 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 3 |
FIDUCIARY MANAGEMENT INC /WI/ | 3 | 3 | 0.96% | 1.27% | 1.75% | Q3 2019 | Q1 2020 | 3 |
NWAM LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2014 | Q3 2014 | 3 |
Arlington Capital Management, Inc. | 3 | 3 | 4.88% | 5.83% | 6.42% | Q4 2014 | Q2 2015 | 3 |
Quad-Cities Investment Group, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q2 2018 | Q4 2018 | 3 |
Pacific Center for Financial Services | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
STUDIO INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.01% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 3 |
FORA Capital, LLC | 1 | 1 | 0.11% | 0.33% | 0.56% | Q4 2019 | Q3 2023 | 3 |
CNB Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
JUMP TRADING, LLC | 2 | 1 | 0.02% | 0.16% | 0.24% | Q2 2019 | Q2 2020 | 3 |
CYNOSURE ADVISORS, LLC | 3 | 3 | 0.14% | 0.15% | 0.15% | Q4 2017 | Q2 2018 | 3 |
COWA, LLC | 2 | 1 | 0.02% | 0.05% | 0.09% | Q4 2020 | Q3 2022 | 3 |
ENDEX CAPITAL MANAGEMENT LLC | 3 | 3 | 0.10% | 0.11% | 0.13% | Q2 2013 | Q4 2013 | 3 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2017 | 3 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 2 | 1 | 0.02% | 0.38% | 1.10% | Q3 2018 | Q4 2020 | 3 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2018 | Q3 2018 | 3 |
MYDA Advisors LLC | 1 | 1 | 0.37% | 0.77% | 1.33% | Q1 2018 | Q1 2019 | 3 |
Golden Green, Inc. | 3 | 3 | 0.18% | 0.20% | 0.23% | Q1 2021 | Q3 2021 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q4 2022 | 3 |
First PREMIER Bank | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2022 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q2 2018 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 3 |
Paladin Advisory Group, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Indices-Pac Research Corp. | 3 | 3 | 0.24% | 0.91% | 1.33% | Q3 2013 | Q1 2014 | 3 |
Alken Asset Management Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Fosun International Ltd | 3 | 3 | 0.02% | 0.14% | 0.27% | Q1 2020 | Q3 2020 | 3 |
READYSTATE ASSET MANAGEMENT LP | 3 | 3 | 0.14% | 0.90% | 2.26% | Q4 2022 | Q2 2023 | 3 |
FSA Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
American Financial Network Advisory Services LLC | 3 | 3 | 0.11% | 0.27% | 0.36% | Q3 2017 | Q1 2018 | 3 |
Bach Option Ltd | 1 | 1 | 0.08% | 0.18% | 0.23% | Q4 2018 | Q4 2019 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Weaver Consulting Group | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2020 | 3 |
300 NORTH CAPITAL, LLC | 3 | 3 | 1.48% | 1.63% | 1.71% | Q3 2014 | Q1 2015 | 3 |
Schwab Charitable Fund | 3 | 3 | 0.59% | 0.83% | 1.08% | Q4 2020 | Q2 2021 | 3 |
Redhawk Wealth Advisors, Inc. | 3 | 3 | 0.11% | 0.12% | 0.15% | Q4 2020 | Q2 2021 | 3 |
HEARTLAND ADVISORS INC | 3 | 3 | 0.19% | 0.36% | 0.47% | Q2 2013 | Q4 2013 | 3 |
STELLIAM INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.63% | 0.74% | 0.80% | Q1 2015 | Q2 2018 | 3 |
Arbor Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
VALLEY WEALTH MANAGERS, INC. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q3 2019 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 3 | 3 | 1.65% | 1.74% | 1.83% | Q2 2018 | Q4 2018 | 3 |
Ethic Inc. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Consilium Wealth Advisory, LLC | 3 | 3 | 0.45% | 0.64% | 0.81% | Q4 2021 | Q2 2022 | 3 |
WealthShield Partners, LLC | 3 | 3 | 0.02% | 0.05% | 0.09% | Q1 2021 | Q3 2021 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q2 2018 | 3 |
Tower View Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
MHI Funds, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
MQS Management LLC | 3 | 3 | 0.29% | 0.35% | 0.39% | Q2 2022 | Q4 2022 | 3 |
Peregrine Asset Advisers, Inc. | 2 | 1 | 0.11% | 0.14% | 0.16% | Q1 2013 | Q1 2021 | 3 |
OneAscent Financial Services LLC | 2 | 1 | 0.25% | 0.33% | 0.41% | Q2 2019 | Q1 2020 | 3 |
Schonfeld Group Holdings LLC | 2 | 1 | 0.11% | 0.83% | 2.27% | Q4 2013 | Q4 2015 | 3 |
Lighthouse Investment Partners, LLC | 3 | 3 | 0.16% | 0.22% | 0.32% | Q1 2023 | Q3 2023 | 3 |
Pentwater Capital Management LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 3 |
Nokota Management, LP | 2 | 1 | 0.47% | 0.77% | 1.08% | Q4 2015 | Q2 2017 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Foundry Partners, LLC | 1 | 1 | 0.01% | 0.45% | 0.94% | Q1 2015 | Q4 2022 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
3G Capital Partners | 2 | 1 | 1.50% | 1.75% | 2.09% | Q1 2016 | Q2 2017 | 3 |
Saddle Road Partners, LLC | 3 | 3 | 0.32% | 0.39% | 0.53% | Q2 2016 | Q4 2016 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.06% | 0.08% | 0.10% | Q4 2019 | Q2 2020 | 3 |
Rotella Capital Management, Inc. | 2 | 1 | 0.20% | 0.33% | 0.40% | Q1 2015 | Q4 2015 | 3 |
Baldrige Asset Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 3 |
Sowa Financial Group, Inc. | 3 | 3 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q2 2020 | 3 |
DENALI ADVISORS LLC | 3 | 3 | 0.46% | 0.83% | 1.28% | Q4 2019 | Q2 2020 | 3 |
Sanford Advisory Services, LLC | 2 | 1 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q1 2022 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CI Global Investments Inc. | 3 | 3 | 0.38% | 0.50% | 0.66% | Q2 2015 | Q4 2015 | 3 |
Maven Securities LTD | 2 | 1 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q1 2022 | 3 |
Lloyd Advisory Services, LLC. | 2 | 1 | 0.01% | 0.06% | 0.15% | Q4 2020 | Q3 2023 | 3 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 3 | 3 | 0.13% | 0.15% | 0.16% | Q3 2017 | Q1 2018 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q4 2018 | 3 |
HighTower Trust Company, N.A. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q2 2022 | 3 |
CHURCHILL MANAGEMENT Corp | 3 | 3 | 0.07% | 0.11% | 0.14% | Q4 2020 | Q2 2021 | 3 |
Covenant Multifamily Offices, LLC | 3 | 3 | 0.15% | 0.16% | 0.19% | Q1 2021 | Q3 2021 | 3 |
Cutter & CO Brokerage, Inc. | 2 | 1 | 0.05% | 0.13% | 0.20% | Q4 2014 | Q1 2021 | 3 |
WEXFORD CAPITAL LP | 1 | 1 | 0.03% | 0.41% | 1.14% | Q4 2013 | Q2 2020 | 3 |
AlphaCore Capital LLC | 2 | 1 | 0.00% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 3 |
LMR Master Fund Ltd | 3 | 3 | 0.35% | 0.68% | 1.20% | Q2 2013 | Q4 2013 | 3 |
Ergoteles LLC | 3 | 3 | 0.01% | 0.04% | 0.09% | Q2 2022 | Q4 2022 | 3 |
Shay Capital LLC | 1 | 1 | 0.01% | 0.11% | 0.31% | Q3 2021 | Q1 2022 | 3 |
Antonetti Capital Management LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2010 | Q4 2021 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q2 2022 | 3 |
PURSUE WEALTH PARTNERS LLC | 3 | 3 | 0.15% | 0.17% | 0.21% | Q4 2021 | Q2 2022 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
TCF National Bank | 2 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q2 2020 | 3 |
Baltimore-Washington Financial Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q1 2015 | 3 |
Alambic Investment Management, L.P. | 1 | 1 | 0.11% | 0.24% | 0.36% | Q1 2016 | Q1 2019 | 3 |
InterOcean Capital Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q2 2023 | 3 |
Lourd Capital, LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q4 2018 | 3 |
Standard Family Office LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 3 |
GW HENSSLER & ASSOCIATES LTD | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q1 2021 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Elequin Capital, LP | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q2 2023 | 3 |
Pomelo Capital LLC | 3 | 3 | 0.59% | 1.08% | 1.72% | Q3 2017 | Q1 2018 | 3 |
Resurgent Financial Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Geier Asset Management, Inc. | 3 | 3 | 1.08% | 1.10% | 1.11% | Q4 2020 | Q2 2021 | 3 |
Savior LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Main Street Research LLC | 3 | 3 | 1.83% | 2.04% | 2.36% | Q4 2020 | Q2 2021 | 3 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2 | 1 | 0.01% | 0.05% | 0.13% | Q4 2017 | Q3 2018 | 3 |
Integrated Wealth Management | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2016 | 3 |
Fairbanks Capital Management, Inc. | 3 | 3 | 0.23% | 0.42% | 0.62% | Q2 2019 | Q4 2019 | 3 |
Aaron Wealth Advisors LLC | 3 | 3 | 0.03% | 0.11% | 0.16% | Q3 2021 | Q1 2022 | 3 |
ARISTEIA CAPITAL, L.L.C. | 3 | 3 | 0.06% | 0.22% | 0.40% | Q3 2020 | Q1 2021 | 3 |
MIK CAPITAL LLC | 2 | 1 | 5.53% | 7.15% | 8.95% | Q4 2016 | Q3 2017 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.04% | 0.09% | Q4 2016 | Q4 2016 | 3 |
Desjardins Global Asset Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Perkins Coie Trust Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 3 |
Bedell Frazier Investment Counselling, LLC | 3 | 3 | 1.21% | 1.57% | 2.22% | Q4 2021 | Q2 2022 | 3 |
Eidelman Virant Capital | 3 | 3 | 0.85% | 0.95% | 1.02% | Q2 2019 | Q4 2019 | 3 |
Achievement Holdings L.P. | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q3 2015 | 3 |
Paragon Wealth Strategies, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 3 |
Bruderman Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2019 | 3 |
Aveo Capital Partners, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q2 2021 | 2 |
Holistic Financial Partners | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Anson Capital, Inc. | 2 | 2 | 0.48% | 0.53% | 0.57% | Q1 2023 | Q2 2023 | 2 |
L2 Asset Management, LLC | 2 | 2 | 0.37% | 0.47% | 0.58% | Q4 2019 | Q1 2020 | 2 |
EnTrust Global Partners Offshore LP | 2 | 2 | 0.94% | 1.06% | 1.16% | Q1 2018 | Q2 2018 | 2 |
CORNERCAP INVESTMENT COUNSEL INC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q3 2017 | Q4 2017 | 2 |
Bridgefront Capital, LLC | 1 | 1 | 0.27% | 0.37% | 0.46% | Q4 2020 | Q2 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Eagle Bluffs Wealth Management LLC | 2 | 2 | 0.36% | 0.42% | 0.47% | Q4 2021 | Q1 2022 | 2 |
Alpha Quant Advisors, LLC | 2 | 2 | 0.83% | 1.02% | 1.21% | Q4 2018 | Q1 2019 | 2 |
Compton Wealth Advisory Group, LLC | 2 | 2 | 0.11% | 0.13% | 0.16% | Q1 2022 | Q2 2022 | 2 |
LAKE STREET ADVISORS GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q4 2020 | 2 |
Jade Capital Advisors, LLC | 1 | 1 | 1.59% | 3.80% | 6.02% | Q4 2020 | Q3 2022 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BLODGETT WEALTH ADVISORS, LLC | 2 | 2 | 0.23% | 0.27% | 0.30% | Q4 2021 | Q1 2022 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
BRASADA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.00% | 0.04% | 0.08% | Q3 2018 | Q2 2020 | 2 |
Cortex Capital Management LLC | 2 | 2 | 0.58% | 0.60% | 0.61% | Q1 2014 | Q2 2014 | 2 |
Point72 Europe (London) LLP | 1 | 1 | 3.68% | 4.42% | 5.17% | Q4 2016 | Q3 2017 | 2 |
Capstone Financial Group, Inc. | 2 | 2 | 1.37% | 1.42% | 1.46% | Q2 2020 | Q3 2020 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q2 2023 | 2 |
Tipp Hill Capital Management LLC | 2 | 2 | 4.43% | 5.36% | 6.29% | Q4 2015 | Q1 2016 | 2 |
CTC Alternative Strategies, Ltd. | 2 | 2 | 0.24% | 0.30% | 0.37% | Q2 2014 | Q3 2014 | 2 |
TIVERTON ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2019 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
West Family Investments, Inc. | 2 | 2 | 0.68% | 0.87% | 1.07% | Q4 2020 | Q1 2021 | 2 |
Financial Futures Ltd Liability Co. | 2 | 2 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q1 2022 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Arabesque Asset Management Ltd | 2 | 2 | 0.16% | 0.43% | 0.69% | Q3 2021 | Q4 2021 | 2 |
Centenus Global Management, LP | 1 | 1 | 0.43% | 0.62% | 0.82% | Q2 2018 | Q1 2020 | 2 |
PDT Partners, LLC | 1 | 1 | 0.04% | 0.41% | 0.78% | Q2 2013 | Q1 2016 | 2 |
Sendero Wealth Management, LLC | 2 | 2 | 0.09% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Panning Capital Management, LP | 2 | 2 | 4.00% | 4.26% | 4.52% | Q2 2013 | Q3 2013 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 2 |
Airain ltd | 1 | 1 | 0.31% | 0.37% | 0.43% | Q4 2014 | Q2 2015 | 2 |
SUMMIT CAPITAL MANAGEMENT LLC | 2 | 2 | 0.62% | 1.29% | 1.97% | Q2 2013 | Q3 2013 | 2 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Alpha Wave Global, LP | 2 | 2 | 1.39% | 2.63% | 3.86% | Q2 2021 | Q3 2021 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q1 2022 | 2 |
Meeder Advisory Services, Inc. | 2 | 2 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q1 2023 | 2 |
Infini Capital Management Ltd | 1 | 1 | 0.19% | 0.25% | 0.31% | Q4 2020 | Q2 2022 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Greenfield Savings Bank | 2 | 2 | 0.15% | 0.16% | 0.17% | Q2 2022 | Q3 2022 | 2 |
TIAA CREF TRUST CO FSB/MO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 2 |
Blue Chip Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
WFA of San Diego, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Shamrock Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
MGO Private Wealth, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q4 2022 | 2 |
DRIVE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.21% | 0.22% | 0.22% | Q1 2022 | Q2 2022 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE | 2 | 2 | 0.48% | 1.60% | 2.72% | Q3 2017 | Q4 2017 | 2 |
Creative Capital Management Investments LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
TCG Advisors, LP | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q2 2019 | 2 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q3 2018 | 2 |
SOUTHPORT MANAGEMENT, L.L.C. | 1 | 1 | 0.91% | 1.45% | 2.00% | Q2 2013 | Q4 2016 | 2 |
New Hampshire Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Fortune Financial Advisors, LLC | 2 | 2 | 0.33% | 0.38% | 0.44% | Q2 2023 | Q3 2023 | 2 |
COMMUNITY TRUST & INVESTMENT CO | 2 | 2 | 0.83% | 0.97% | 1.10% | Q2 2021 | Q3 2021 | 2 |
AMERICAN FINANCIAL GROUP INC | 2 | 2 | 0.20% | 0.24% | 0.28% | Q2 2013 | Q3 2013 | 2 |
Koesten, Hirschmann & Crabtree, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
StellarOne CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
MRP Capital Investments, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
ROOSEVELT INVESTMENT GROUP LLC | 2 | 2 | 0.96% | 1.26% | 1.56% | Q4 2014 | Q1 2015 | 2 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q4 2015 | 2 |
Cornerstone Wealth Group, LLC | 2 | 2 | 0.65% | 0.80% | 0.96% | Q4 2020 | Q1 2021 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.07% | 0.09% | 0.10% | Q2 2016 | Q3 2016 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
WEBSTER BANK, N. A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
25 LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
KOCH INDUSTRIES INC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q2 2017 | Q1 2018 | 2 |
Premier Fund Managers Ltd | 2 | 2 | 2.02% | 2.17% | 2.32% | Q1 2016 | Q2 2016 | 2 |
TITLEIST ASSET MANAGEMENT, LLC | 2 | 2 | 0.08% | 0.11% | 0.14% | Q1 2023 | Q2 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.15% | 0.18% | 0.20% | Q2 2023 | Q3 2023 | 2 |
EAGLE GLOBAL ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 2 |
ORG Partners LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Arcataur Capital Management LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
qPULA Trading Management LP | 1 | 1 | 0.53% | 1.24% | 1.96% | Q1 2021 | Q3 2022 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
COURIER CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q1 2018 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Beaumont Asset Management, L.L.C. | 2 | 2 | 0.36% | 0.42% | 0.48% | Q3 2021 | Q4 2021 | 2 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.28% | 0.38% | 0.49% | Q3 2021 | Q1 2023 | 2 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.07% | 0.08% | 0.08% | Q4 2019 | Q1 2021 | 2 |
Segantii Capital Management Ltd | 1 | 1 | 0.37% | 0.89% | 1.42% | Q2 2017 | Q4 2022 | 2 |
Smith & Howard Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2013 | 2 |
J.P. Turner & Co Capital Mnagement, LLC | 2 | 2 | 0.25% | 0.29% | 0.32% | Q4 2014 | Q1 2015 | 2 |
Modus Advisors, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q2 2021 | 2 |
BOURGEON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Premia Global Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2018 | 2 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 2 | 2 | 0.38% | 0.46% | 0.53% | Q3 2020 | Q4 2020 | 2 |
Sturgeon Ventures LLP | 2 | 2 | 0.62% | 0.99% | 1.36% | Q4 2017 | Q1 2018 | 2 |
Copeland Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Gladius Capital Management LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
WESPAC Advisors SoCal, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.04% | 0.13% | 0.23% | Q1 2016 | Q1 2021 | 2 |
TERRIL BROTHERS, INC. | 2 | 2 | 0.48% | 0.48% | 0.48% | Q4 2021 | Q1 2022 | 2 |
Community Financial Services Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q2 2014 | 2 |
JGP Global Gestao de Recursos Ltda. | 2 | 2 | 0.10% | 0.15% | 0.20% | Q3 2021 | Q4 2021 | 2 |
CMG Global Holdings, LLC | 1 | 1 | 0.13% | 0.35% | 0.56% | Q1 2021 | Q4 2021 | 2 |
Edmond de Rothschild (Europe) | 2 | 2 | 0.16% | 0.20% | 0.23% | Q2 2016 | Q3 2016 | 2 |
Duquesne Family Office | 1 | 1 | 1.12% | 1.38% | 1.65% | Q4 2014 | Q1 2016 | 2 |
EQUITABLE TRUST CO | 1 | 1 | 0.04% | 0.04% | 0.05% | Q3 2018 | Q4 2019 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.04% | 0.09% | 0.14% | Q2 2014 | Q3 2014 | 2 |
CWA Asset Management Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2018 | 2 |
Galvin, Gaustad & Stein, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2020 | Q1 2021 | 2 |
BRADLEY FOSTER & SARGENT INC/CT | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2022 | 2 |
Clear Perspectives Financial Planning, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
WEST CHESTER CAPITAL ADVISORS, INC | 2 | 2 | 0.29% | 0.38% | 0.47% | Q1 2019 | Q2 2019 | 2 |
CLEAR STREET LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 2 |
Blue Rock Advisors, LLC | 2 | 2 | 0.70% | 1.13% | 1.56% | Q2 2018 | Q3 2018 | 2 |
Orbitronix, LP | 1 | 1 | 0.31% | 0.49% | 0.66% | Q3 2014 | Q1 2015 | 2 |
Boussard & Gavaudan Investment Management LLP | 2 | 2 | 0.15% | 0.16% | 0.18% | Q3 2014 | Q4 2014 | 2 |
Hanlon Investment Management, Inc. | 2 | 2 | 0.35% | 0.35% | 0.36% | Q4 2016 | Q1 2017 | 2 |
Polianta Ltd | 1 | 1 | 0.41% | 0.54% | 0.67% | Q3 2017 | Q3 2020 | 2 |
Carnegie Capital Asset Management, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2019 | Q2 2019 | 2 |
Andromeda Capital LLC | 1 | 1 | 0.22% | 0.60% | 0.97% | Q3 2014 | Q3 2014 | 2 |
BRANDES INVESTMENT PARTNERS, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q2 2013 | 2 |
Proem Advisors LLC | 2 | 2 | 1.82% | 2.06% | 2.30% | Q4 2020 | Q1 2021 | 2 |
QUATTRO FINANCIAL ADVISORS LLC | 2 | 2 | 0.36% | 0.44% | 0.52% | Q3 2021 | Q4 2021 | 2 |
Fiera Capital Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2018 | 2 |
First Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2019 | 2 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 2 |
S.A. Mason LLC | 2 | 2 | 0.20% | 0.23% | 0.26% | Q4 2019 | Q1 2020 | 2 |
Aquila Investment Management LLC | 2 | 2 | 0.62% | 0.72% | 0.82% | Q1 2022 | Q2 2022 | 2 |
WESPAC Advisors, LLC | 2 | 2 | 0.64% | 0.77% | 0.91% | Q3 2022 | Q4 2022 | 2 |
CITY HOLDING CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 2 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 2 |
MARIANAS FUND MANAGEMENT LLC | 2 | 2 | 0.97% | 1.09% | 1.21% | Q4 2014 | Q1 2015 | 2 |
TIEDEMANN ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 2 |
Smith, Salley & Associates | 1 | 1 | 0.03% | 0.03% | 0.04% | Q3 2018 | Q3 2019 | 2 |
Nikko Asset Management Americas, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2017 | 2 |
ARS Wealth Advisors, LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q1 2021 | Q2 2021 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
FLOW TRADERS U.S. LLC | 2 | 2 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q2 2021 | 2 |
COWEN INC. | 1 | 1 | 0.02% | 0.04% | 0.05% | Q1 2015 | Q3 2017 | 2 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.03% | 0.05% | 0.07% | Q1 2016 | Q4 2018 | 2 |
DB Wealth Management Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Sterling Financial Planning, Inc. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Alpha Omega Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Symmetry Investments LP | 2 | 2 | 0.37% | 3.13% | 5.90% | Q1 2021 | Q2 2021 | 2 |
TRUEWEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 2 |
Eagle Capital Management, LLC | 2 | 2 | 1.26% | 1.48% | 1.71% | Q4 2014 | Q1 2015 | 2 |
Leap Investments LP | 2 | 2 | 0.33% | 0.47% | 0.61% | Q1 2020 | Q2 2020 | 2 |
GALAXY CAPITAL TRADING LTD | 1 | 1 | 0.41% | 0.72% | 1.04% | Q2 2013 | Q4 2013 | 2 |
RGT Wealth Advisors, LLC | 2 | 2 | 0.27% | 0.29% | 0.31% | Q3 2016 | Q4 2016 | 2 |
First Trust Direct Indexing L.P. | 1 | 1 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q2 2021 | 2 |
MADISON WEALTH MANAGEMENT | 2 | 2 | 0.56% | 0.58% | 0.60% | Q4 2019 | Q1 2020 | 2 |
Clarius Group, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q1 2021 | 2 |
JAG CAPITAL MANAGEMENT, LLC | 2 | 2 | 1.24% | 1.58% | 1.93% | Q4 2014 | Q1 2015 | 2 |
Wallington Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
PCJ Investment Counsel Ltd. | 2 | 2 | 0.21% | 0.41% | 0.61% | Q3 2022 | Q4 2022 | 2 |
Sullivan, Bruyette, Speros & Blaney, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Red Wave Investments LLC | 1 | 1 | 0.08% | 0.09% | 0.09% | Q1 2021 | Q1 2022 | 2 |
RWQ Financial Management Services, Inc. | 2 | 2 | 0.08% | 1.81% | 3.53% | Q4 2020 | Q1 2021 | 2 |
NEWLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.54% | 0.96% | 1.38% | Q2 2015 | Q3 2015 | 2 |
SMITH HAYES Advisers, Inc | 2 | 2 | 0.23% | 0.25% | 0.27% | Q4 2015 | Q1 2016 | 2 |
Appaloosa Management | 2 | 2 | 2.17% | 2.93% | 3.69% | Q3 2015 | Q4 2015 | 2 |
COUNTRY CLUB BANK /GFN | 2 | 2 | 0.24% | 0.27% | 0.30% | Q2 2023 | Q3 2023 | 2 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Grosvenor Capital Management, L.P. | 2 | 2 | 6.32% | 7.36% | 8.41% | Q4 2017 | Q1 2018 | 2 |
Signition LP | 1 | 1 | 0.19% | 0.33% | 0.48% | Q4 2017 | Q3 2018 | 2 |
Pantheon Investment Group, LLC | 2 | 2 | 0.34% | 0.42% | 0.50% | Q2 2021 | Q3 2021 | 2 |
Cheyne Capital Management (UK) LLP | 2 | 2 | 0.11% | 0.13% | 0.16% | Q1 2015 | Q2 2015 | 2 |
Texas Capital Bank Wealth Management Services Inc | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Granite Point Capital Management, L.P. | 2 | 2 | 0.17% | 0.47% | 0.76% | Q2 2020 | Q3 2020 | 2 |
DeDora Capital, Inc. | 2 | 2 | 0.00% | 1.87% | 3.73% | Q4 2021 | Q1 2022 | 2 |
Paragon Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
IronBridge Private Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Platte River Capital LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q4 2013 | Q1 2014 | 2 |
Laurel Grove Capital, LLC | 2 | 2 | 0.36% | 0.60% | 0.84% | Q2 2018 | Q3 2018 | 2 |
HBC Financial Services, PLLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Fortress Investment Group LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 2 |
Econ Financial Services Corp | 2 | 2 | 0.20% | 0.29% | 0.38% | Q2 2023 | Q3 2023 | 2 |
ANGELO GORDON & CO., L.P. | 2 | 2 | 0.30% | 0.32% | 0.34% | Q3 2022 | Q4 2022 | 2 |
Crossvault Capital Management LLC | 2 | 2 | 2.02% | 2.07% | 2.12% | Q4 2017 | Q1 2018 | 2 |
AGF MANAGEMENT LTD | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 2 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.00% | 0.07% | 0.13% | Q3 2013 | Q2 2018 | 2 |
BBR PARTNERS, LLC | 1 | 1 | 0.02% | 0.06% | 0.10% | Q1 2017 | Q1 2021 | 2 |
Integre Asset Management, LLC | 2 | 2 | 0.76% | 0.79% | 0.81% | Q1 2019 | Q2 2019 | 2 |
Clark Capital Management Group, Inc. | 2 | 2 | 0.13% | 0.19% | 0.25% | Q1 2016 | Q2 2016 | 2 |
Findlay Park Partners LLP | 2 | 2 | 0.17% | 0.32% | 0.46% | Q1 2015 | Q2 2015 | 2 |
Portolan Capital Management | 2 | 2 | 0.45% | 0.57% | 0.70% | Q3 2015 | Q4 2015 | 2 |
Belmont Global Advisors, Inc. | 1 | 1 | 0.56% | 1.44% | 2.32% | Q1 2015 | Q2 2016 | 2 |
Pergamon Offshore Advisors, L.P. | 2 | 2 | 0.59% | 0.73% | 0.87% | Q4 2014 | Q1 2015 | 2 |
RMB Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
TEXAS CAPITAL BANCSHARES INC/TX | 2 | 2 | 0.13% | 0.13% | 0.14% | Q4 2014 | Q1 2015 | 2 |
BRC Investment Management LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q4 2015 | Q1 2016 | 2 |
CWH Capital Management, Inc. | 2 | 2 | 2.92% | 3.04% | 3.16% | Q3 2015 | Q4 2015 | 2 |
Lodge Hill Capital, LLC | 2 | 2 | 5.02% | 6.09% | 7.16% | Q2 2021 | Q3 2021 | 2 |
Ospraie Management, LLC | 2 | 2 | 1.32% | 1.60% | 1.88% | Q1 2014 | Q2 2014 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Cordatus Wealth Management LLC | 2 | 2 | 0.09% | 0.11% | 0.14% | Q4 2020 | Q1 2021 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Regal Wealth Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
IRONWOOD INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.28% | 0.28% | 0.29% | Q2 2013 | Q3 2013 | 2 |
SANDLER CAPITAL MANAGEMENT | 2 | 2 | 0.19% | 0.25% | 0.32% | Q1 2017 | Q2 2017 | 2 |
ALPINE ASSOCIATES ADVISORS | 2 | 2 | 0.42% | 0.45% | 0.48% | Q1 2014 | Q2 2014 | 2 |
Li Winifred I | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
Heartland Bank & Trust Co | 2 | 2 | 0.60% | 0.62% | 0.65% | Q2 2021 | Q3 2021 | 2 |
BALASA DINVERNO & FOLTZ LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q3 2016 | 2 |
Capital International, Inc./CA/ | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
PECAUT & CO. | 2 | 2 | 0.15% | 0.15% | 0.15% | Q1 2019 | Q2 2019 | 2 |
ADVENT CAPITAL MANAGEMENT /DE/ | 1 | 1 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q2 2023 | 2 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
New England Research & Management, Inc. | 2 | 2 | 0.19% | 0.22% | 0.25% | Q1 2015 | Q2 2015 | 2 |
WNY Asset Management, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q4 2021 | 2 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2020 | 2 |
Strategic Financial Concepts, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q2 2023 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
CURIAN CAPITAL LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2013 | 2 |
GILDER GAGNON HOWE & CO LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2021 | 2 |
ADVISORY RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2016 | 2 |
HGI Capital Management, LLC | 2 | 2 | 0.10% | 0.13% | 0.17% | Q3 2021 | Q4 2021 | 2 |
HFR Wealth Management, LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q1 2023 | 2 |
Qsemble Capital Management, LP | 1 | 1 | 0.25% | 0.68% | 1.10% | Q4 2022 | Q3 2023 | 2 |
SHUFRO ROSE & CO LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2012 | Q2 2013 | 2 |
Leucadia National | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 2 |
WEST BANCORPORATION INC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2022 | Q3 2022 | 2 |
QCM Cayman, Ltd. | 1 | 1 | 0.08% | 0.17% | 0.26% | Q3 2016 | Q1 2017 | 2 |
Mobius Capital Management, LLC | 2 | 2 | 1.26% | 1.29% | 1.31% | Q4 2017 | Q1 2018 | 2 |
Cadent Capital Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.10% | Q1 2021 | Q3 2021 | 2 |
PROFESSIONAL PLANNING | 2 | 2 | 0.16% | 0.17% | 0.18% | Q2 2021 | Q3 2021 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q1 2022 | 2 |
Pactiv General Employee Benefit Trust | 2 | 2 | 1.09% | 1.11% | 1.14% | Q2 2020 | Q3 2020 | 2 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2020 | 2 |
SWS Partners | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
FIRST SABREPOINT CAPITAL MANAGEMENT LP | 2 | 2 | 3.62% | 4.03% | 4.44% | Q1 2023 | Q2 2023 | 2 |
Financial Partners Group, Inc | 2 | 2 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q2 2021 | 2 |
Poehling Capital Management, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Legacy Financial Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Trek Financial, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q4 2020 | 2 |
Midwest Professional Planners, LTD. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Ironvine Capital Partners, LLC | 2 | 2 | 0.75% | 0.76% | 0.78% | Q4 2017 | Q1 2018 | 2 |
Gratus Capital, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MACRO Consulting Group | 2 | 2 | 0.13% | 0.13% | 0.14% | Q3 2020 | Q4 2020 | 2 |
Strategic Global Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q1 2017 | 2 |
Highview Capital Management LLC/DE/ | 2 | 2 | 0.47% | 0.48% | 0.50% | Q1 2022 | Q2 2022 | 2 |
SHELTON WEALTH MANAGEMENT, LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q4 2021 | Q1 2022 | 2 |
MainStreet Investment Advisors LLC | 1 | 1 | 0.02% | 0.20% | 0.39% | Q2 2020 | Q1 2023 | 2 |
Royal Capital Wealth Management, LLC | 2 | 2 | 0.20% | 0.21% | 0.21% | Q4 2021 | Q1 2022 | 2 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 2 |
AGF INVESTMENTS INC. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q2 2022 | 2 |
SHEETS SMITH WEALTH MANAGEMENT | 2 | 2 | 0.25% | 0.26% | 0.27% | Q4 2014 | Q1 2015 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Claro Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Shilanski & Associates, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2022 | Q3 2022 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Shaolin Capital Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Slow Capital, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
CHARTIST INC /CA/ | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2015 | Q4 2015 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
THAMES CAPITAL MANAGEMENT LLC | 1 | 1 | 2.48% | 2.48% | 2.48% | Q4 2017 | Q4 2017 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Pathlight Investors LLC | 1 | 1 | 2.18% | 2.18% | 2.18% | Q4 2018 | Q4 2018 | 1 |
DPM Capital LLC | 1 | 1 | 8.35% | 8.35% | 8.35% | Q4 2018 | Q4 2018 | 1 |
Princeton Global Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2017 | Q2 2017 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
TRILOGY GLOBAL ADVISORS LP | 1 | 1 | 0.73% | 0.73% | 0.73% | Q3 2016 | Q3 2016 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2023 | Q1 2023 | 1 |
Bay Street Capital Partners LLC | 1 | 1 | 3.28% | 3.28% | 3.28% | Q4 2017 | Q4 2017 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Van Leeuwen & Company, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2018 | Q3 2018 | 1 |
LeJeune Puetz Investment Counsel LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
WP Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Summit X, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
CPWM, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2015 | Q2 2015 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Cannell & Co. | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2017 | Q4 2017 | 1 |
Waterfront Wealth Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
NICOLET ADVISORY SERVICES, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
TRANSCEND CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Asset Planning Services, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Jafra Capital Management LP | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2017 | Q1 2017 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
REDW Wealth LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Socorro Asset Management LP | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2020 | Q4 2020 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2021 | Q3 2021 | 1 |
BLOCKHOUSE CAPITAL MANAGEMENT LP | 1 | 1 | 1.38% | 1.38% | 1.38% | Q3 2017 | Q3 2017 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Castle Hook Partners LP | 1 | 1 | 1.95% | 1.95% | 1.95% | Q4 2016 | Q4 2016 | 1 |
LYELL WEALTH MANAGEMENT, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Chimera Capital Management LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2022 | Q3 2022 | 1 |
Vantis Investment Advisers L.P. | 1 | 1 | 2.68% | 2.68% | 2.68% | Q1 2018 | Q1 2018 | 1 |
Candlestick Capital Management LP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2023 | Q1 2023 | 1 |
Delphi Private Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
HBW ADVISORY SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Beck Bode, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Ranch Capital Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CHOREO, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Capital Square, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HOEY INVESTMENTS, INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Laidlaw Wealth Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Bornite Capital Management LP | 1 | 1 | 2.97% | 2.97% | 2.97% | Q2 2021 | Q2 2021 | 1 |
Exane Asset Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
CERTUITY, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Deimos Asset Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2015 | Q4 2015 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
AMJ Financial Wealth Management | 1 | 1 | 1.65% | 1.65% | 1.65% | Q2 2021 | Q2 2021 | 1 |
Highland Private Wealth Management | 1 | 1 | 1.70% | 1.70% | 1.70% | Q1 2018 | Q1 2018 | 1 |
Cardan Capital Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Future Financial Wealth Managment LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2021 | Q3 2021 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Julex Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2017 | Q1 2017 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
BEAM WEALTH ADVISORS, INC. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2019 | Q4 2019 | 1 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
RMR Wealth Builders | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Governors Lane LP | 1 | 1 | 1.75% | 1.75% | 1.75% | Q1 2023 | Q1 2023 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
TFG Advisers LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Systematic Alpha Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Stolper Co | 1 | 1 | 1.52% | 1.52% | 1.52% | Q2 2020 | Q2 2020 | 1 |
Empirical Capital Management, LLC | 1 | 1 | 1.75% | 1.75% | 1.75% | Q4 2020 | Q4 2020 | 1 |
Ayalon Insurance Comp Ltd. | 1 | 1 | 0.88% | 0.88% | 0.88% | Q4 2017 | Q4 2017 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
1 NORTH WEALTH SERVICES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Annandale Capital, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 1.47% | 1.47% | 1.47% | Q4 2020 | Q4 2020 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
JACKSON SQUARE CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Cloverdale Capital Management, LLC | 1 | 1 | 1.76% | 1.76% | 1.76% | Q2 2020 | Q2 2020 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2015 | Q1 2015 | 1 |
Bison Wealth, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2017 | Q4 2017 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2023 | Q2 2023 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Cypress Point Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Brick & Kyle, Associates | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Pinnacle Wealth Management Advisory Group, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2015 | Q4 2015 | 1 |
Concorde Asset Management, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2015 | Q1 2015 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2017 | Q1 2017 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Crawford Lake Capital Management, LLC | 1 | 1 | 3.47% | 3.47% | 3.47% | Q2 2018 | Q2 2018 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Exos Asset Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
LifePro Asset Management | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2020 | Q2 2020 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2016 | Q3 2016 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
CHARTWELL INVESTMENT PARTNERS, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2016 | Q2 2016 | 1 |
KLS Diversified Asset Management LP | 1 | 1 | 11.84% | 11.84% | 11.84% | Q2 2020 | Q2 2020 | 1 |
BENNETT SELBY INVESTMENTS LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2023 | Q4 2023 | 1 |
Unison Asset Management LLC | 1 | 1 | 1.47% | 1.47% | 1.47% | Q4 2020 | Q4 2020 | 1 |
Quad Capital Management Advisors LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q2 2018 | Q2 2018 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Legal Advantage Investments, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
CYPRESS FUNDS LLC | 1 | 1 | 5.36% | 5.36% | 5.36% | Q1 2015 | Q1 2015 | 1 |
E Fund Management Co., Ltd. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q1 2021 | 1 |
Selway Asset Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Infini Master Fund | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2020 | Q4 2020 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Caprock Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
CHICAGO TRUST Co NA | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q3 2018 | 1 |
ARMISTICE CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Insight Advisors, LLC/ PA | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2021 | Q1 2021 | 1 |
Golden State Equity Partners | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2021 | Q1 2021 | 1 |
Wakefield Asset Management LLLP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2019 | Q1 2019 | 1 |
SAGE PRIVATE WEALTH GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
MBL Wealth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
SITTNER & NELSON, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
CKW FINANCIAL GROUP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2016 | Q2 2016 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
InTrack Investment Management Inc | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2021 | Q2 2021 | 1 |
Atika Capital Management LLC | 1 | 1 | 1.06% | 1.06% | 1.06% | Q4 2017 | Q4 2017 | 1 |
Plancorp, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
South Shore Capital Advisors | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2020 | Q4 2020 | 1 |
Bouchey Financial Group Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Siemens Fonds Invest GmbH | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
O'Neil Global Advisors, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2021 | Q1 2021 | 1 |
Waldron Private Wealth LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2015 | Q1 2015 | 1 |
Pallas Capital Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
C2C Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q1 2021 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2017 | Q4 2017 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2019 | Q3 2019 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
VISTA FINANCE, LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q1 2022 | Q1 2022 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2018 | Q3 2018 | 1 |
SVA Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Electron Capital Partners, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2020 | Q3 2020 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q3 2018 | Q3 2018 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Legacy CG, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
COLUMBIA CAPITAL LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2014 | Q4 2014 | 1 |
CLEARY GULL INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Lyon Street Capital, LLC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q2 2020 | Q2 2020 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Zullo Investment Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CARL STUART INVESTMENT ADVISOR, INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Kula Investments, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2022 | Q4 2022 | 1 |
Sather Financial Group Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Concorde Financial Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Matterhorn Capital Management, LLC | 1 | 1 | 1.52% | 1.52% | 1.52% | Q1 2015 | Q1 2015 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
DC Investments Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2017 | Q4 2017 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Psagot Value Holdings Ltd. / (Israel) | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2022 | Q4 2022 | 1 |
FirstPurpose Wealth LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
Vienna Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Acrisure Capital Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2023 | Q1 2023 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.80% | 0.80% | 0.80% | Q4 2022 | Q4 2022 | 1 |
High Net Worth Advisory Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2023 | Q1 2023 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Regent Investment Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Bollard Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Balboa Wealth Partners | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bleakley Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ASSET ADVISORS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Advanced Portfolio Management, LLC | 1 | 1 | 2.27% | 2.27% | 2.27% | Q1 2023 | Q1 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
V-Square Quantitative Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
CHASE INVESTMENT COUNSEL CORP | 1 | 1 | 2.02% | 2.02% | 2.02% | Q1 2015 | Q1 2015 | 1 |
Saltoro Capital, LP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2020 | Q4 2020 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Alpine Partners USVI, LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q4 2013 | Q4 2013 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CANTOR FITZGERALD, L. P. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Quadrature Capital LLP | 1 | 1 | 1.13% | 1.13% | 1.13% | Q2 2015 | Q2 2015 | 1 |
West Tower Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
PACIFIC SUN FINANCIAL CORP | 1 | 1 | 0.85% | 0.85% | 0.85% | Q4 2017 | Q4 2017 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Midwest Financial Group LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
MORGENS WATERFALL VINTIADIS & CO INC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q2 2017 | Q2 2017 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Frank, Rimerman Advisors LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2020 | Q4 2020 | 1 |
Cognios Capital, LLC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q3 2014 | Q3 2014 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Leibman Financial Services, Inc. | 1 | 1 | 3.70% | 3.70% | 3.70% | Q4 2023 | Q4 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Aviance Capital Partners, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2013 | Q2 2013 | 1 |
Granite Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
CITY NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Kames Capital Management Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Telemetry Investments, L.L.C. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2014 | Q4 2014 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
Alphadyne Asset Management LP | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2017 | Q4 2017 | 1 |
Lombard Odier Asset Management (Europe) Ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2014 | Q4 2014 | 1 |
TLP GROUP LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
CapWealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Absolute Return Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
North Forty Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2016 | Q4 2016 | 1 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2016 | Q3 2016 | 1 |
Long Oar Global Investors, LLC | 1 | 1 | 3.52% | 3.52% | 3.52% | Q3 2015 | Q3 2015 | 1 |
Ally Financial Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Autus Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Smart Portfolios, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Amiya Capital LLP | 1 | 1 | 6.59% | 6.59% | 6.59% | Q3 2015 | Q3 2015 | 1 |
Global Endowment Management, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Kepos Capital LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2018 | Q4 2018 | 1 |
MANNING & NAPIER ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
MCGLINN CAPITAL MANAGEMENT INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2013 | Q2 2013 | 1 |
Crystal Rock Capital Management | 1 | 1 | 0.86% | 0.86% | 0.86% | Q1 2021 | Q1 2021 | 1 |
Sequent Asset Management, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2013 | Q2 2013 | 1 |
AT Bancorp | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2016 | Q4 2016 | 1 |
Energy Opportunities Capital Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2014 | Q1 2014 | 1 |
Orinda Asset Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2015 | Q4 2015 | 1 |
HIGHLAND ASSOCIATES INC | 1 | 1 | 1.40% | 1.40% | 1.40% | Q2 2018 | Q2 2018 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2014 | Q1 2014 | 1 |
Hutchin Hill Capital, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
FIRST WILSHIRE SECURITIES MANAGEMENT INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2016 | Q1 2016 | 1 |
Axel Capital Management, LLC | 1 | 1 | 3.36% | 3.36% | 3.36% | Q2 2018 | Q2 2018 | 1 |
EMG Holdings, L.P. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Private Wealth Advisors, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP | 1 | 1 | 0.81% | 0.81% | 0.81% | Q2 2015 | Q2 2015 | 1 |
Texan Capital Management | 1 | 1 | 1.46% | 1.46% | 1.46% | Q4 2017 | Q4 2017 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2017 | Q1 2017 | 1 |
Hollow Brook Wealth Management LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2021 | Q3 2021 | 1 |
Compass Efficient Model Portfolios, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2013 | Q4 2013 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
GETCO Holding Company, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
BENJAMIN EDWARDS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Apollo Management Holdings, L.P. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2022 | Q1 2022 | 1 |
Jabre Capital Partners S.A. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2018 | Q2 2018 | 1 |
MUNDER CAPITAL MANAGEMENT | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2014 | Q3 2014 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2016 | Q1 2016 | 1 |
TBP Investments Management, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2014 | Q3 2014 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
CATAPULT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2014 | Q3 2014 | 1 |
Spears Abacus Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q3 2015 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2014 | Q3 2014 | 1 |
FIRST NATIONAL CORP /MA/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
USA MUTUALS ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
BRIGADE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Pinnacle Holdings, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
CAMPBELL CAPITAL MANAGEMENT INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2019 | Q1 2019 | 1 |
ALPINE ASSOCIATES MANAGEMENT INC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2014 | Q4 2014 | 1 |
L & S Advisors Inc | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2021 | Q2 2021 | 1 |
Salzman Financial Management | 1 | 1 | 23.62% | 23.62% | 23.62% | Q4 2019 | Q4 2019 | 1 |
Westchester Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Arlington Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Brown Advisory Securities, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
BLB&B Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
ZWJ INVESTMENT COUNSEL INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Dalton Investments LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
Perimeter Capital Partners, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2013 | Q3 2013 | 1 |
Barton Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Ionic Capital Management LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2020 | Q2 2020 | 1 |
Tetrem Capital Management Ltd. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2013 | Q2 2013 | 1 |
LEVEL FOUR FINANCIAL, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
HBK Sorce Advisory LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Stanford Investment Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
INVERNESS COUNSEL LLC /NY/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Locust Wood Capital Advisers | 1 | 1 | 0.86% | 0.86% | 0.86% | Q4 2020 | Q4 2020 | 1 |
CHILTON INVESTMENT CO INC. | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2018 | Q2 2018 | 1 |
Stux Capital Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2014 | Q2 2014 | 1 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
PORTOLA GROUP INC /CA | 1 | 1 | 0.94% | 0.94% | 0.94% | Q2 2014 | Q2 2014 | 1 |
Allen Investment Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q4 2015 | 1 |
Atlantic Union Bankshares Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
STONNINGTON GROUP, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
OUTFITTER ADVISORS, LTD. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q4 2017 | 1 |
Southpoint Capital Advisors LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2020 | Q3 2020 | 1 |
Bain Capital Credit, LP | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2018 | Q2 2018 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Watershed Asset Management, L.L.C. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
Owl Creek Asset Management, L.P. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
America First Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Trellus Management Company, LLC | 1 | 1 | 1.91% | 1.91% | 1.91% | Q2 2016 | Q2 2016 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2016 | Q1 2016 | 1 |
Madison Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
OVERSEA-CHINESE BANKING Corp Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
SELZ CAPITAL LLC | 1 | 1 | 1.12% | 1.12% | 1.12% | Q3 2017 | Q3 2017 | 1 |
MARATHON ASSET MANAGEMENT LP | 1 | 1 | 2.07% | 2.07% | 2.07% | Q2 2013 | Q2 2013 | 1 |
CLOVIS CAPITAL MANAGEMENT LP | 1 | 1 | 1.40% | 1.40% | 1.40% | Q3 2016 | Q3 2016 | 1 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2016 | Q4 2016 | 1 |
Onex Canada Asset Management Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2015 | Q4 2015 | 1 |
RONALD BLUE & CO LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
AFTON CAPITAL MANAGEMENT LLC | 1 | 1 | 2.54% | 2.54% | 2.54% | Q4 2014 | Q4 2014 | 1 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
OTTER CREEK MANAGEMENT INC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2014 | Q2 2014 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Altium Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Atom Investors LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
GABLES CAPITAL MANAGEMENT INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Ashler Capital LLC | 1 | 1 | 1.30% | 1.30% | 1.30% | Q2 2018 | Q2 2018 | 1 |
Distillate Capital Partners LLC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q4 2022 | Q4 2022 | 1 |
F3Logic, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
J. L. Bainbridge & Co., Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Allied Investment Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
GENESEE VALLEY TRUST CO | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2014 | Q1 2014 | 1 |
FIDUCIENT ADVISORS LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
B&D White Capital Company, LLC | 1 | 1 | 1.31% | 1.31% | 1.31% | Q3 2021 | Q3 2021 | 1 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Monument Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
NKCFO LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Strategic Investment Advisors / MI | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Legacy Wealth Partners, Inc. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2020 | Q1 2020 | 1 |
Plaisance Capital LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q2 2021 | Q2 2021 | 1 |
MD Financial Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
External links
This page lists all the filers that currently own SOUTHWEST AIRLS CO or have owned SOUTHWEST AIRLS CO in the past.