Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.02% | 0.11% | Q1 2012 | Q3 2023 | 129 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 121 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 113 |
Parallax Volatility Advisers, L.P. | 42 | 42 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 110 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q3 2023 | 109 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q3 2023 | 108 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q3 2023 | 102 |
Citadel Advisors | 42 | 42 | 0.00% | 0.04% | 0.32% | Q2 2013 | Q3 2023 | 99 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.06% | 0.19% | Q2 2013 | Q3 2023 | 99 |
UBS Group AG | 36 | 36 | 0.00% | 0.07% | 0.23% | Q4 2014 | Q3 2023 | 94 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.02% | 0.18% | Q4 2015 | Q3 2023 | 89 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.09% | 0.27% | Q1 2012 | Q3 2023 | 89 |
JANE STREET GROUP, LLC | 34 | 1 | 0.00% | 0.02% | 0.58% | Q2 2014 | Q3 2023 | 88 |
WOLVERINE TRADING, LLC | 16 | 13 | 0.00% | 0.02% | 0.07% | Q2 2016 | Q3 2023 | 80 |
CAPITAL FUND MANAGEMENT S.A. | 16 | 1 | 0.00% | 0.09% | 0.58% | Q2 2013 | Q3 2023 | 74 |
MILLENNIUM MANAGEMENT LLC | 40 | 1 | 0.00% | 0.06% | 0.36% | Q2 2013 | Q3 2023 | 74 |
TWO SIGMA INVESTMENTS, LP | 25 | 3 | 0.00% | 0.08% | 0.61% | Q1 2014 | Q3 2023 | 71 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.08% | 0.26% | Q1 2013 | Q3 2023 | 69 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.17% | 0.97% | Q2 2013 | Q3 2023 | 68 |
Jefferies Group LLC | 23 | 1 | 0.00% | 0.03% | 0.56% | Q2 2013 | Q3 2022 | 68 |
Paloma Partners Management Co | 15 | 3 | 0.00% | 0.07% | 0.33% | Q2 2013 | Q3 2023 | 67 |
CAPSTONE INVESTMENT ADVISORS, LLC | 22 | 1 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 67 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.16% | 0.52% | Q2 2013 | Q3 2023 | 67 |
GLENMEDE TRUST CO NA | 45 | 4 | 0.08% | 0.40% | 0.91% | Q4 2006 | Q3 2023 | 66 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.14% | 0.32% | Q3 2013 | Q3 2023 | 60 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.08% | 0.32% | 0.76% | Q1 2009 | Q3 2023 | 59 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.02% | 0.09% | Q3 2018 | Q3 2023 | 59 |
Twin Tree Management, LP | 10 | 1 | 0.00% | 0.03% | 0.36% | Q1 2013 | Q3 2023 | 58 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q2 2018 | 58 |
DONALDSON CAPITAL MANAGEMENT, LLC | 55 | 55 | 0.01% | 0.41% | 0.90% | Q1 2010 | Q3 2023 | 55 |
TWO SIGMA SECURITIES, LLC | 12 | 1 | 0.00% | 0.04% | 0.36% | Q4 2014 | Q3 2023 | 55 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.07% | 0.21% | Q2 2013 | Q3 2023 | 54 |
Rehmann Capital Advisory Group | 28 | 1 | 0.05% | 0.20% | 1.00% | Q1 2009 | Q3 2023 | 53 |
NOMURA HOLDINGS INC | 13 | 1 | 0.00% | 0.03% | 0.27% | Q4 2012 | Q2 2023 | 53 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.13% | 0.28% | Q2 2013 | Q3 2023 | 53 |
AMALGAMATED BANK | 52 | 52 | 0.15% | 0.22% | 0.36% | Q4 2010 | Q3 2023 | 52 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.10% | 0.24% | Q2 2013 | Q3 2023 | 50 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.04% | 0.27% | 0.85% | Q2 2013 | Q3 2023 | 49 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.07% | 0.20% | 0.33% | Q3 2011 | Q3 2023 | 49 |
Creative Planning | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 49 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.10% | 0.14% | 0.22% | Q3 2011 | Q3 2023 | 49 |
MUFG Americas Holdings Corp | 48 | 48 | 0.00% | 0.19% | 0.36% | Q4 2010 | Q3 2022 | 48 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.04% | 0.13% | 0.38% | Q4 2011 | Q3 2023 | 48 |
First Horizon Advisors, Inc. | 47 | 47 | 0.00% | 0.09% | 0.39% | Q1 2012 | Q3 2023 | 47 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.11% | 0.24% | Q2 2013 | Q3 2023 | 47 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 0.07% | 0.19% | Q2 2013 | Q3 2023 | 46 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.42% | 0.58% | Q2 2013 | Q3 2023 | 46 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.03% | 0.07% | 0.11% | Q4 2012 | Q3 2023 | 44 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.19% | 0.56% | Q2 2013 | Q3 2023 | 44 |
HAP Trading, LLC | 7 | 1 | 0.00% | 0.02% | 0.26% | Q4 2013 | Q3 2023 | 44 |
East Coast Asset Management, LLC. | 44 | 44 | 0.03% | 1.85% | 3.96% | Q4 2012 | Q3 2023 | 44 |
GAM Holding AG | 24 | 17 | 0.00% | 0.43% | 2.13% | Q2 2013 | Q3 2023 | 44 |
Financial Architects, Inc | 36 | 4 | 0.01% | 0.08% | 0.16% | Q2 2013 | Q2 2023 | 44 |
Capital Analysts, LLC | 44 | 44 | 0.01% | 0.17% | 0.96% | Q4 2012 | Q3 2023 | 44 |
Petrus Trust Company, LTA | 44 | 44 | 0.04% | 2.61% | 3.94% | Q4 2012 | Q3 2023 | 44 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.00% | 0.11% | 0.32% | Q2 2013 | Q3 2023 | 44 |
First Financial Bank - Trust Division | 44 | 44 | 0.30% | 0.83% | 1.37% | Q1 2013 | Q4 2023 | 44 |
Laurion Capital Management LP | 9 | 1 | 0.00% | 0.06% | 0.60% | Q2 2014 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.06% | 0.07% | 0.08% | Q4 2012 | Q2 2023 | 43 |
PRIVATE TRUST CO NA | 43 | 43 | 0.04% | 0.24% | 0.46% | Q1 2013 | Q3 2023 | 43 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.01% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.13% | 0.19% | 0.23% | Q1 2013 | Q3 2023 | 43 |
TRUST CO OF TOLEDO NA /OH/ | 43 | 43 | 0.08% | 0.12% | 0.17% | Q2 2013 | Q4 2023 | 43 |
CREDIT AGRICOLE S A | 42 | 42 | 0.00% | 0.29% | 0.72% | Q2 2013 | Q3 2023 | 43 |
FULTON BANK, N.A. | 43 | 43 | 0.17% | 0.35% | 0.55% | Q2 2013 | Q4 2023 | 43 |
WS MANAGEMENT LLLP | 42 | 42 | 0.43% | 1.58% | 3.00% | Q2 2013 | Q3 2023 | 43 |
TORONTO DOMINION BANK | 43 | 43 | 0.00% | 0.05% | 0.19% | Q1 2013 | Q3 2023 | 43 |
BANK OF NOVA SCOTIA | 43 | 43 | 0.00% | 0.09% | 0.36% | Q1 2013 | Q3 2023 | 43 |
TCI Wealth Advisors, Inc. | 34 | 9 | 0.00% | 0.07% | 0.15% | Q4 2012 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.09% | 0.17% | 0.31% | Q1 2013 | Q3 2023 | 43 |
SEGALL BRYANT & HAMILL, LLC | 43 | 43 | 0.40% | 0.59% | 0.74% | Q1 2013 | Q3 2023 | 43 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.18% | 0.22% | Q2 2013 | Q3 2023 | 43 |
APPLETON PARTNERS INC/MA | 43 | 43 | 0.42% | 0.97% | 2.62% | Q2 2013 | Q4 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.04% | 0.06% | 0.08% | Q1 2013 | Q3 2023 | 43 |
SHEETS SMITH WEALTH MANAGEMENT | 43 | 43 | 0.38% | 0.67% | 1.25% | Q1 2013 | Q3 2023 | 43 |
BRYN MAWR TRUST Co | 43 | 43 | 0.54% | 0.82% | 1.08% | Q1 2013 | Q3 2023 | 43 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 43 | 43 | 1.75% | 2.56% | 3.36% | Q1 2013 | Q3 2023 | 43 |
CIBC WORLD MARKET INC. | 42 | 42 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.00% | 0.17% | 0.52% | Q4 2012 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.17% | 0.21% | 0.26% | Q1 2013 | Q3 2023 | 43 |
MOTCO | 42 | 42 | 0.00% | 0.32% | 0.74% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.09% | 0.46% | Q2 2013 | Q3 2023 | 42 |
Penobscot Investment Management Company, Inc. | 42 | 42 | 0.44% | 0.78% | 1.02% | Q2 2013 | Q3 2023 | 42 |
ADIRONDACK TRUST CO | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
ZEVIN ASSET MANAGEMENT LLC | 42 | 42 | 1.53% | 2.84% | 5.44% | Q2 2013 | Q3 2023 | 42 |
Epoch Investment Partners, Inc. | 42 | 42 | 0.12% | 0.67% | 1.64% | Q2 2013 | Q3 2023 | 42 |
SIT INVESTMENT ASSOCIATES INC | 42 | 42 | 0.30% | 0.69% | 1.22% | Q2 2013 | Q3 2023 | 42 |
LEE DANNER & BASS INC | 42 | 42 | 0.06% | 0.09% | 0.13% | Q2 2013 | Q3 2023 | 42 |
WELCH & FORBES LLC | 42 | 42 | 0.39% | 0.78% | 1.17% | Q2 2013 | Q3 2023 | 42 |
Tufton Capital Management | 42 | 42 | 0.04% | 1.30% | 2.86% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.08% | 0.18% | 0.34% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.05% | 0.19% | 0.52% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.10% | 0.22% | 0.36% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.01% | 0.23% | 0.42% | Q2 2013 | Q3 2023 | 42 |
PRIO WEALTH LIMITED PARTNERSHIP | 42 | 42 | 0.01% | 0.45% | 1.41% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.08% | 0.12% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Manchester Capital Management LLC | 42 | 42 | 0.04% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 42 |
EVERENCE CAPITAL MANAGEMENT INC | 42 | 42 | 0.16% | 0.24% | 0.43% | Q2 2013 | Q3 2023 | 42 |
Meiji Yasuda Asset Management Co Ltd. | 42 | 42 | 0.08% | 0.26% | 0.51% | Q2 2013 | Q3 2023 | 42 |
KLINGENSTEIN FIELDS & CO LP | 42 | 42 | 0.10% | 0.23% | 0.58% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 1.18% | 1.89% | 2.67% | Q2 2013 | Q4 2023 | 42 |
Rock Point Advisors, LLC | 42 | 42 | 2.10% | 3.50% | 5.02% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.17% | 0.22% | 0.26% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.02% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Private Harbour Investment Management & Counsel, LLC | 42 | 42 | 1.60% | 2.75% | 4.47% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.16% | 0.22% | 0.26% | Q2 2013 | Q3 2023 | 42 |
FORBES J M & CO LLP | 42 | 42 | 0.07% | 0.93% | 2.84% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.04% | 0.11% | 0.56% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.06% | 0.15% | 0.26% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Capital Investment Services of America, Inc. | 42 | 42 | 1.93% | 2.58% | 3.64% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.00% | 0.10% | 0.22% | Q2 2013 | Q3 2023 | 42 |
CABOT WEALTH MANAGEMENT INC | 42 | 42 | 0.85% | 2.12% | 3.65% | Q2 2013 | Q3 2023 | 42 |
NBT BANK N A /NY | 42 | 42 | 0.05% | 0.56% | 0.82% | Q2 2013 | Q3 2023 | 42 |
CAMBRIDGE TRUST CO | 42 | 42 | 0.03% | 0.67% | 1.38% | Q2 2013 | Q3 2023 | 42 |
Paragon Capital Management LLC | 42 | 42 | 1.70% | 3.22% | 4.98% | Q2 2013 | Q3 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.04% | 0.20% | 0.77% | Q2 2013 | Q3 2023 | 42 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 42 | 42 | 0.02% | 0.15% | 0.56% | Q2 2013 | Q3 2023 | 42 |
Atlas Brown,Inc. | 42 | 42 | 0.22% | 0.73% | 1.11% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.07% | 0.11% | 0.21% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL PLC | 42 | 42 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.21% | 0.35% | 0.74% | Q2 2013 | Q3 2023 | 42 |
WASHINGTON TRUST Co | 42 | 42 | 0.06% | 0.43% | 0.98% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.02% | 0.09% | 0.19% | Q2 2013 | Q3 2023 | 42 |
CANADA PENSION PLAN INVESTMENT BOARD | 39 | 3 | 0.00% | 0.04% | 0.12% | Q1 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.09% | 0.17% | 0.29% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.04% | 0.25% | 0.77% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.14% | 0.22% | 0.27% | Q2 2013 | Q3 2023 | 42 |
Legacy Private Trust Co. | 42 | 42 | 0.03% | 0.14% | 0.68% | Q2 2013 | Q3 2023 | 42 |
MARCO INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.04% | 0.13% | 0.25% | Q2 2013 | Q3 2023 | 42 |
PRIMECAP MANAGEMENT CO/CA/ | 42 | 42 | 0.59% | 0.79% | 1.03% | Q2 2013 | Q3 2023 | 42 |
Birch Hill Investment Advisors LLC | 42 | 42 | 2.67% | 3.53% | 4.26% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.11% | 0.26% | 0.60% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.12% | 0.25% | 0.36% | Q2 2013 | Q3 2023 | 42 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 42 | 42 | 0.02% | 0.75% | 1.36% | Q2 2013 | Q3 2023 | 42 |
HARVEY INVESTMENT CO LLC | 42 | 42 | 3.37% | 4.78% | 6.06% | Q2 2013 | Q3 2023 | 42 |
Financial Advantage, Inc. | 42 | 42 | 2.60% | 3.49% | 5.10% | Q2 2013 | Q3 2023 | 42 |
FOSTER & MOTLEY INC | 42 | 42 | 0.10% | 0.36% | 0.96% | Q2 2013 | Q3 2023 | 42 |
AMERICAN CENTURY COMPANIES INC | 42 | 42 | 0.02% | 0.37% | 0.72% | Q2 2013 | Q3 2023 | 42 |
Chesley Taft & Associates LLC | 42 | 42 | 0.19% | 0.24% | 0.31% | Q2 2013 | Q3 2023 | 42 |
BNP Paribas Asset Management Holding S.A. | 42 | 42 | 0.15% | 0.34% | 0.68% | Q2 2013 | Q3 2023 | 42 |
Nuveen Asset Management, LLC | 42 | 42 | 0.01% | 0.15% | 0.40% | Q2 2013 | Q3 2023 | 42 |
TOMPKINS FINANCIAL CORP | 32 | 10 | 0.38% | 0.81% | 1.30% | Q2 2013 | Q4 2023 | 42 |
Estabrook Capital Management | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Smith, Salley & Associates | 42 | 42 | 0.99% | 2.06% | 2.76% | Q2 2013 | Q3 2023 | 42 |
Haverford Trust Co | 42 | 42 | 1.12% | 2.06% | 2.55% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.17% | 0.30% | 0.45% | Q2 2013 | Q3 2023 | 42 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.04% | 0.16% | 0.36% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.12% | 0.17% | 0.34% | Q2 2013 | Q3 2023 | 42 |
Welch Group, LLC | 42 | 42 | 0.02% | 0.08% | 0.31% | Q2 2013 | Q3 2023 | 42 |
JOHNSON INVESTMENT COUNSEL INC | 42 | 42 | 0.03% | 1.01% | 1.55% | Q2 2013 | Q3 2023 | 42 |
Crestwood Advisors Group, LLC | 42 | 42 | 1.11% | 1.73% | 2.56% | Q2 2013 | Q3 2023 | 42 |
Evercore Wealth Management, LLC | 42 | 42 | 0.29% | 1.70% | 2.69% | Q2 2013 | Q3 2023 | 42 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.02% | 0.21% | 0.89% | Q2 2013 | Q3 2023 | 42 |
Cypress Capital Group | 42 | 42 | 1.06% | 1.80% | 2.46% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.18% | 0.28% | 0.41% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.22% | 0.68% | 1.52% | Q2 2013 | Q3 2023 | 42 |
WENDELL DAVID ASSOCIATES INC | 42 | 42 | 2.54% | 3.32% | 4.23% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.10% | 0.27% | 0.64% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.05% | 0.17% | 0.37% | Q2 2013 | Q3 2023 | 42 |
Haverford Financial Services, Inc. | 42 | 42 | 1.95% | 3.65% | 4.51% | Q2 2013 | Q3 2023 | 42 |
MU Investments Co., Ltd. | 42 | 42 | 1.85% | 3.51% | 5.32% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.10% | 0.16% | 0.46% | Q2 2013 | Q3 2023 | 42 |
FUKOKU MUTUAL LIFE INSURANCE Co | 42 | 42 | 0.04% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Saturna Capital CORP | 42 | 42 | 1.24% | 1.81% | 2.40% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.15% | 0.21% | 0.25% | Q2 2013 | Q3 2023 | 42 |
MONTRUSCO BOLTON INVESTMENTS INC. | 42 | 42 | 0.63% | 1.23% | 1.86% | Q2 2013 | Q3 2023 | 42 |
SENTRY INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.03% | 0.19% | 0.29% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.01% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.12% | 0.35% | 0.74% | Q2 2013 | Q3 2023 | 42 |
Essex Financial Services, Inc. | 42 | 42 | 0.12% | 0.27% | 0.54% | Q2 2013 | Q3 2023 | 42 |
Addenda Capital Inc. | 42 | 42 | 0.44% | 0.63% | 0.97% | Q2 2013 | Q3 2023 | 42 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 42 | 42 | 0.02% | 0.36% | 0.71% | Q2 2013 | Q3 2023 | 42 |
Murphy Pohlad Asset Management LLC | 42 | 42 | 0.16% | 0.23% | 0.32% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.04% | 0.14% | 0.49% | Q2 2013 | Q3 2023 | 42 |
Bragg Financial Advisors, Inc | 42 | 42 | 0.53% | 0.88% | 1.22% | Q2 2013 | Q3 2023 | 42 |
PUTNAM INVESTMENTS LLC | 42 | 42 | 0.01% | 0.18% | 0.47% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.12% | 0.24% | 0.38% | Q2 2013 | Q3 2023 | 42 |
DAVIS R M INC | 42 | 42 | 1.00% | 1.38% | 1.77% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Sather Financial Group Inc | 42 | 42 | 0.28% | 1.69% | 3.94% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PITTENGER & ANDERSON INC | 42 | 42 | 0.13% | 0.53% | 0.78% | Q2 2013 | Q3 2023 | 42 |
DUNCKER STREETT & CO INC | 42 | 42 | 0.01% | 0.47% | 1.14% | Q2 2013 | Q3 2023 | 42 |
JFS WEALTH ADVISORS, LLC | 42 | 42 | 0.04% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Stephens Investment Management Group LLC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.11% | 0.20% | 0.41% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.03% | 0.08% | 0.15% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.01% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Choate Investment Advisors | 42 | 42 | 0.10% | 0.21% | 0.45% | Q2 2013 | Q3 2023 | 42 |
FIDUCIARY TRUST CO | 42 | 42 | 0.56% | 2.76% | 4.29% | Q2 2013 | Q3 2023 | 42 |
Maple Capital Management, Inc. | 42 | 42 | 1.82% | 2.50% | 3.04% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.00% | 0.05% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Employees Retirement System of Texas | 42 | 42 | 0.03% | 0.23% | 0.80% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.18% | 0.29% | 0.41% | Q2 2013 | Q3 2023 | 42 |
Ledyard National Bank | 42 | 42 | 0.10% | 0.69% | 1.34% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.03% | 0.10% | 0.24% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
M&T BANK CORP | 42 | 42 | 0.01% | 0.11% | 0.28% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.26% | 0.49% | 0.92% | Q2 2013 | Q3 2023 | 42 |
CONGRESS ASSET MANAGEMENT CO /MA | 42 | 42 | 0.01% | 0.93% | 2.25% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.10% | 0.22% | 0.41% | Q2 2013 | Q3 2023 | 42 |
GENERAL AMERICAN INVESTORS CO INC | 42 | 42 | 2.72% | 5.56% | 8.10% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
SHELTON CAPITAL MANAGEMENT | 42 | 42 | 0.03% | 0.13% | 0.61% | Q2 2013 | Q3 2023 | 42 |
BURNEY CO/ | 42 | 42 | 0.69% | 1.07% | 1.78% | Q2 2013 | Q3 2023 | 42 |
PEAPACK GLADSTONE FINANCIAL CORP | 42 | 42 | 0.04% | 0.66% | 0.90% | Q2 2013 | Q3 2023 | 42 |
CONNING INC. | 42 | 42 | 0.02% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 42 |
BOSTON FINANCIAL MANGEMENT LLC | 42 | 42 | 0.03% | 0.18% | 0.64% | Q2 2013 | Q3 2023 | 42 |
Rathbones Group PLC | 42 | 42 | 0.01% | 0.56% | 1.22% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.08% | 0.16% | 0.28% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.14% | 0.47% | 0.80% | Q2 2013 | Q3 2023 | 42 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 42 | 42 | 0.04% | 0.14% | 0.27% | Q2 2013 | Q3 2023 | 42 |
KCM INVESTMENT ADVISORS LLC | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.08% | 0.37% | 0.66% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.03% | 0.10% | 0.23% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.11% | 0.18% | 0.22% | Q2 2013 | Q3 2023 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.02% | 0.18% | 0.56% | Q2 2013 | Q3 2023 | 42 |
Indiana Trust & Investment Management CO | 42 | 42 | 0.74% | 1.03% | 1.23% | Q2 2013 | Q3 2023 | 42 |
GATEWAY INVESTMENT ADVISERS LLC | 42 | 42 | 0.01% | 0.24% | 0.43% | Q2 2013 | Q3 2023 | 42 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 42 | 42 | 0.02% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 42 |
PINNACLE FINANCIAL PARTNERS INC | 42 | 42 | 0.13% | 0.39% | 1.17% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.16% | 0.22% | 0.26% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.03% | 0.20% | 0.31% | Q2 2013 | Q3 2023 | 42 |
VAN ECK ASSOCIATES CORP | 42 | 42 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
FULTON BREAKEFIELD BROENNIMAN LLC | 42 | 42 | 0.58% | 1.35% | 2.15% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.09% | 0.25% | 0.39% | Q2 2013 | Q3 2023 | 42 |
SCOTIA CAPITAL INC. | 42 | 42 | 0.03% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 42 |
LOGAN CAPITAL MANAGEMENT INC | 42 | 42 | 0.06% | 0.12% | 0.35% | Q2 2013 | Q3 2023 | 42 |
RMB Capital Management, LLC | 42 | 42 | 0.46% | 1.08% | 1.74% | Q2 2013 | Q3 2023 | 42 |
HM PAYSON & CO | 42 | 42 | 0.84% | 1.41% | 1.98% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.14% | 0.19% | 0.23% | Q2 2012 | Q4 2022 | 42 |
Carnegie Capital Asset Management, LLC | 42 | 42 | 0.30% | 0.68% | 1.05% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.00% | 0.08% | 0.25% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.04% | 0.10% | 0.32% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.06% | 0.22% | 0.67% | Q2 2013 | Q3 2023 | 42 |
EASTERN BANK | 42 | 42 | 0.08% | 0.23% | 1.22% | Q2 2013 | Q3 2023 | 42 |
Boston Trust Walden Corp | 42 | 42 | 0.06% | 0.08% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Spot Trading L.L.C | 14 | 1 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q1 2017 | 42 |
PENSIOENFONDS RAIL & OV | 42 | 42 | 2.48% | 3.11% | 4.16% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.04% | 0.29% | 0.67% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.05% | 0.08% | 0.13% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.10% | 0.22% | 0.71% | Q2 2013 | Q3 2023 | 42 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 42 | 42 | 0.08% | 1.38% | 2.06% | Q2 2013 | Q3 2023 | 42 |
Johnson Financial Group, Inc. | 42 | 42 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.03% | 0.12% | 0.24% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.15% | 0.21% | 0.26% | Q2 2013 | Q3 2023 | 42 |
LOWE BROCKENBROUGH & CO INC | 42 | 42 | 0.56% | 0.85% | 1.12% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisors LLC | 42 | 42 | 0.03% | 0.08% | 0.27% | Q2 2013 | Q3 2023 | 42 |
SHELL ASSET MANAGEMENT CO | 42 | 42 | 0.09% | 0.30% | 0.53% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VERMONT | 42 | 42 | 0.24% | 0.33% | 0.48% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.04% | 0.13% | 0.20% | Q2 2013 | Q3 2023 | 42 |
LAZARD ASSET MANAGEMENT LLC | 42 | 42 | 0.00% | 0.08% | 0.18% | Q2 2013 | Q3 2023 | 42 |
DnB Asset Management AS | 39 | 3 | 0.02% | 0.15% | 0.49% | Q2 2013 | Q4 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.11% | 0.33% | 0.50% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.13% | 0.20% | 0.25% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.16% | 0.21% | 0.26% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.09% | 0.16% | 0.36% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.06% | 0.59% | 0.95% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.10% | 0.24% | 0.53% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.19% | 0.29% | 0.57% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.02% | 0.11% | 0.21% | Q2 2013 | Q3 2023 | 42 |
STOCK YARDS BANK & TRUST CO | 42 | 42 | 0.03% | 0.60% | 1.46% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.02% | 0.16% | 0.43% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.09% | 0.13% | 0.19% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.03% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42 | 42 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.14% | 0.38% | 0.53% | Q2 2013 | Q3 2023 | 42 |
DIVIDEND ASSETS CAPITAL, LLC | 42 | 42 | 0.80% | 2.06% | 4.06% | Q2 2013 | Q3 2023 | 42 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 42 | 42 | 0.01% | 0.20% | 0.69% | Q2 2013 | Q3 2023 | 42 |
CENTRAL BANK & TRUST CO | 42 | 42 | 0.22% | 0.56% | 1.57% | Q2 2013 | Q3 2023 | 42 |
Meiji Yasuda Life Insurance Co | 42 | 42 | 0.03% | 0.21% | 0.47% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.13% | 0.23% | 0.28% | Q2 2013 | Q3 2023 | 42 |
BAHL & GAYNOR INC | 42 | 42 | 0.08% | 0.31% | 0.67% | Q2 2013 | Q3 2023 | 42 |
Alberta Investment Management Corp | 42 | 42 | 0.03% | 0.32% | 0.66% | Q2 2013 | Q3 2023 | 42 |
COLONY GROUP LLC | 42 | 42 | 0.01% | 0.11% | 0.57% | Q2 2013 | Q3 2023 | 42 |
EVERETT HARRIS & CO /CA/ | 42 | 42 | 0.63% | 1.30% | 1.72% | Q2 2013 | Q3 2023 | 42 |
Parkside Financial Bank & Trust | 42 | 42 | 0.06% | 0.14% | 0.45% | Q2 2013 | Q3 2023 | 42 |
Grantham, Mayo, Van Otterloo & Co. LLC | 42 | 42 | 0.24% | 1.12% | 2.08% | Q2 2013 | Q3 2023 | 42 |
Hendershot Investments Inc. | 42 | 42 | 0.26% | 2.23% | 4.29% | Q2 2013 | Q3 2023 | 42 |
CITIZENS & NORTHERN CORP | 42 | 42 | 0.27% | 0.73% | 1.50% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Reynders McVeigh Capital Management, LLC | 42 | 42 | 0.29% | 0.61% | 1.86% | Q2 2013 | Q3 2023 | 42 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 42 | 42 | 0.19% | 0.25% | 0.32% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.05% | 0.10% | 0.17% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.11% | 0.85% | Q2 2013 | Q3 2023 | 42 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 42 | 42 | 0.08% | 1.14% | 2.45% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.01% | 0.13% | 0.64% | Q2 2013 | Q3 2023 | 42 |
SIGMA INVESTMENT COUNSELORS INC | 42 | 42 | 0.36% | 0.52% | 0.69% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.12% | 0.18% | 0.23% | Q2 2013 | Q3 2023 | 42 |
BARINGS LLC | 42 | 42 | 0.04% | 0.13% | 0.24% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.17% | 0.34% | 0.55% | Q2 2013 | Q3 2023 | 42 |
PARK NATIONAL CORP /OH/ | 42 | 42 | 0.02% | 0.33% | 0.94% | Q3 2013 | Q4 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.14% | 0.20% | 0.25% | Q2 2013 | Q3 2023 | 42 |
MONTAG & CALDWELL, LLC | 42 | 42 | 0.02% | 1.06% | 3.50% | Q2 2013 | Q3 2023 | 42 |
Palisade Asset Management, LLC | 42 | 42 | 0.44% | 0.79% | 1.28% | Q2 2013 | Q3 2023 | 42 |
Bath Savings Trust Co | 42 | 42 | 2.98% | 4.13% | 4.91% | Q2 2013 | Q3 2023 | 42 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 42 | 42 | 0.01% | 0.12% | 0.43% | Q2 2013 | Q3 2023 | 42 |
WEIK CAPITAL MANAGEMENT | 42 | 42 | 3.61% | 5.08% | 6.77% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.17% | 0.22% | 0.28% | Q2 2013 | Q3 2023 | 42 |
FineMark National Bank & Trust | 42 | 42 | 0.13% | 0.58% | 0.83% | Q2 2013 | Q3 2023 | 42 |
Baillie Gifford | 42 | 42 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.05% | 0.08% | 0.15% | Q2 2013 | Q3 2023 | 42 |
Plante Moran Financial Advisors, LLC | 42 | 42 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL TRUST CO | 42 | 42 | 0.09% | 0.20% | 0.30% | Q2 2013 | Q3 2023 | 42 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC | 42 | 42 | 0.10% | 0.16% | 0.26% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.12% | 0.70% | 1.49% | Q2 2013 | Q3 2023 | 42 |
OLD NATIONAL BANCORP /IN/ | 42 | 42 | 0.10% | 0.85% | 1.63% | Q2 2013 | Q3 2023 | 42 |
Fiera Capital Corp | 42 | 42 | 0.83% | 2.06% | 3.02% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 42 |
ALTA CAPITAL MANAGEMENT LLC/ | 42 | 42 | 2.29% | 3.10% | 3.92% | Q2 2013 | Q3 2023 | 42 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.60% | 0.97% | 1.32% | Q2 2013 | Q3 2023 | 42 |
UMB Bank, n.a. | 42 | 42 | 0.10% | 0.44% | 1.77% | Q2 2013 | Q3 2023 | 42 |
Korea Investment CORP | 42 | 42 | 0.08% | 0.16% | 0.35% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.02% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.01% | 0.20% | 0.97% | Q2 2013 | Q3 2023 | 42 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 42 | 42 | 1.73% | 3.50% | 4.90% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.16% | 0.23% | 0.28% | Q2 2013 | Q3 2023 | 42 |
FIRST FINANCIAL CORP /IN/ | 42 | 42 | 0.03% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Renaissance Investment Group LLC | 42 | 42 | 1.68% | 2.63% | 3.74% | Q2 2013 | Q3 2023 | 42 |
JENSEN INVESTMENT MANAGEMENT INC | 42 | 42 | 0.35% | 2.93% | 5.29% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.18% | 0.23% | 0.27% | Q2 2013 | Q3 2023 | 42 |
SouthState Corp | 42 | 42 | 0.91% | 1.31% | 1.63% | Q2 2013 | Q3 2023 | 42 |
CASTLEARK MANAGEMENT LLC | 42 | 42 | 0.01% | 0.29% | 2.90% | Q2 2013 | Q3 2023 | 42 |
ARROW FINANCIAL CORP | 42 | 42 | 0.20% | 0.43% | 0.65% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.06% | 0.23% | 0.43% | Q2 2013 | Q3 2023 | 42 |
CCM INVESTMENT ADVISERS LLC | 42 | 42 | 0.04% | 1.04% | 2.36% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 40 | 1 | 0.08% | 0.18% | 0.33% | Q2 2013 | Q3 2023 | 41 |
WOLVERINE ASSET MANAGEMENT LLC | 11 | 2 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q1 2021 | 41 |
JLB & ASSOCIATES INC | 26 | 15 | 1.54% | 2.34% | 2.98% | Q2 2013 | Q3 2023 | 41 |
Ipswich Investment Management Co., Inc. | 21 | 20 | 0.13% | 0.59% | 1.22% | Q2 2013 | Q3 2023 | 41 |
Summit Asset Management, LLC | 41 | 41 | 0.16% | 0.34% | 0.58% | Q3 2013 | Q3 2023 | 41 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 19 | 6 | 0.01% | 0.19% | 0.48% | Q1 2013 | Q3 2023 | 41 |
BRADLEY FOSTER & SARGENT INC/CT | 28 | 13 | 0.17% | 0.54% | 1.08% | Q2 2013 | Q3 2023 | 41 |
Linscomb & Williams, Inc. | 41 | 41 | 0.02% | 0.10% | 0.23% | Q3 2013 | Q3 2023 | 41 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 28 | 13 | 0.01% | 0.05% | 0.20% | Q2 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.05% | 0.11% | 0.22% | Q2 2013 | Q3 2023 | 41 |
South Street Advisors LLC | 31 | 10 | 0.98% | 3.39% | 4.77% | Q2 2013 | Q3 2023 | 41 |
SUMITOMO LIFE INSURANCE CO | 41 | 41 | 0.05% | 0.31% | 0.56% | Q3 2013 | Q3 2023 | 41 |
Endurance Wealth Management, Inc. | 41 | 41 | 0.30% | 0.48% | 0.85% | Q2 2013 | Q2 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.14% | 0.22% | 0.32% | Q1 2013 | Q3 2023 | 41 |
Calamos Advisors LLC | 25 | 16 | 0.08% | 0.14% | 0.24% | Q2 2013 | Q3 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.19% | 0.26% | 0.29% | Q3 2013 | Q3 2023 | 41 |
SAWGRASS ASSET MANAGEMENT LLC | 34 | 7 | 0.82% | 1.96% | 3.13% | Q2 2013 | Q3 2023 | 41 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.05% | 0.09% | Q4 2013 | Q3 2023 | 41 |
JONES FINANCIAL COMPANIES LLLP | 39 | 2 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.00% | 0.15% | 0.38% | Q2 2013 | Q3 2023 | 41 |
HBK Sorce Advisory LLC | 41 | 41 | 0.02% | 0.08% | 0.12% | Q3 2013 | Q3 2023 | 41 |
Cubist Systematic Strategies, LLC | 16 | 4 | 0.00% | 0.13% | 0.57% | Q2 2014 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.05% | 0.18% | 0.35% | Q3 2013 | Q3 2023 | 41 |
ALBION FINANCIAL GROUP /UT | 31 | 10 | 0.00% | 0.72% | 2.34% | Q2 2013 | Q3 2023 | 41 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.01% | 0.09% | 0.34% | Q2 2013 | Q2 2023 | 41 |
CONDOR CAPITAL MANAGEMENT | 41 | 41 | 0.12% | 0.17% | 0.22% | Q3 2013 | Q3 2023 | 41 |
Nippon Life Global Investors Americas, Inc. | 23 | 18 | 0.04% | 0.31% | 0.89% | Q2 2013 | Q3 2023 | 41 |
VICTORY CAPITAL MANAGEMENT INC | 41 | 41 | 0.00% | 0.04% | 0.18% | Q3 2013 | Q3 2023 | 41 |
FINANCIAL COUNSELORS INC | 28 | 13 | 0.04% | 0.17% | 0.49% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.06% | 0.22% | 0.53% | Q2 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.08% | 0.21% | 0.47% | Q3 2013 | Q3 2023 | 41 |
WESBANCO BANK INC | 30 | 11 | 0.02% | 0.17% | 0.40% | Q2 2013 | Q3 2023 | 41 |
1ST SOURCE BANK | 40 | 40 | 0.06% | 0.19% | 0.36% | Q4 2013 | Q3 2023 | 40 |
MEEDER ASSET MANAGEMENT INC | 19 | 7 | 0.01% | 0.23% | 0.75% | Q2 2013 | Q3 2023 | 40 |
Oakworth Capital, Inc. | 40 | 40 | 0.01% | 0.08% | 0.17% | Q4 2013 | Q3 2023 | 40 |
EARNEST PARTNERS LLC | 40 | 40 | 0.21% | 0.71% | 1.28% | Q4 2013 | Q3 2023 | 40 |
HOWE & RUSLING INC | 28 | 12 | 0.00% | 0.13% | 1.11% | Q2 2013 | Q3 2023 | 40 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 11 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q4 2023 | 40 |
Capital Advisors, Ltd. LLC | 40 | 40 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q3 2023 | 40 |
WestEnd Advisors, LLC | 40 | 40 | 0.52% | 3.09% | 5.72% | Q4 2013 | Q3 2023 | 40 |
PARSONS CAPITAL MANAGEMENT INC/RI | 34 | 6 | 0.03% | 0.20% | 0.40% | Q3 2013 | Q3 2023 | 40 |
MACKENZIE FINANCIAL CORP | 24 | 16 | 0.00% | 0.15% | 0.44% | Q2 2013 | Q3 2023 | 40 |
B. Riley Wealth Advisors, Inc. | 36 | 2 | 0.03% | 0.13% | 0.30% | Q2 2013 | Q3 2023 | 40 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 37 | 1 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 40 |
JENNISON ASSOCIATES LLC | 22 | 18 | 0.00% | 0.59% | 1.51% | Q2 2013 | Q3 2023 | 40 |
BANK OF HAWAII | 31 | 1 | 0.02% | 0.12% | 0.23% | Q2 2013 | Q3 2023 | 40 |
Moors & Cabot, Inc. | 39 | 39 | 0.00% | 0.59% | 0.91% | Q1 2014 | Q3 2023 | 40 |
Janney Montgomery Scott LLC | 30 | 10 | 0.03% | 0.09% | 0.36% | Q3 2013 | Q3 2023 | 40 |
Blue Fin Capital, Inc. | 40 | 40 | 0.14% | 0.41% | 0.72% | Q4 2013 | Q3 2023 | 40 |
CITY HOLDING CO | 40 | 40 | 0.01% | 0.09% | 0.24% | Q4 2013 | Q3 2023 | 40 |
WASHINGTON TRUST BANK | 40 | 40 | 0.05% | 0.30% | 1.53% | Q4 2013 | Q3 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.19% | 0.25% | 0.29% | Q3 2013 | Q3 2023 | 40 |
Northeast Financial Consultants Inc | 40 | 40 | 0.06% | 0.19% | 0.38% | Q4 2013 | Q3 2023 | 40 |
Mariner, LLC | 37 | 3 | 0.02% | 0.26% | 0.93% | Q3 2013 | Q3 2023 | 40 |
WMS Partners, LLC | 26 | 7 | 0.02% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 40 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 40 | 40 | 1.03% | 1.64% | 2.16% | Q4 2013 | Q3 2023 | 40 |
Curbstone Financial Management Corp | 40 | 40 | 0.59% | 0.82% | 1.01% | Q1 2014 | Q4 2023 | 40 |
Selway Asset Management | 36 | 4 | 0.10% | 0.21% | 0.33% | Q2 2013 | Q2 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.18% | 0.24% | 0.28% | Q4 2013 | Q3 2023 | 40 |
Raab & Moskowitz Asset Management LLC | 40 | 40 | 0.74% | 1.65% | 3.11% | Q4 2013 | Q3 2023 | 40 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 40 | 40 | 0.04% | 0.12% | 0.27% | Q4 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.12% | 0.15% | 0.18% | Q4 2013 | Q3 2023 | 40 |
VONTOBEL ASSET MANAGEMENT INC | 25 | 1 | 0.00% | 0.95% | 2.40% | Q2 2013 | Q3 2023 | 40 |
LORD, ABBETT & CO. LLC | 33 | 3 | 0.02% | 0.24% | 0.69% | Q2 2013 | Q3 2023 | 40 |
WEDBUSH SECURITIES INC | 32 | 8 | 0.04% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 40 |
TRILLIUM ASSET MANAGEMENT, LLC | 40 | 40 | 0.34% | 1.22% | 1.76% | Q4 2013 | Q3 2023 | 40 |
GARRISON BRADFORD & ASSOCIATES INC | 39 | 39 | 0.58% | 1.84% | 2.74% | Q1 2014 | Q3 2023 | 39 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 27 | 12 | 0.14% | 0.73% | 1.50% | Q2 2013 | Q3 2023 | 39 |
Wallington Asset Management, LLC | 39 | 39 | 1.52% | 3.19% | 5.30% | Q1 2014 | Q3 2023 | 39 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 39 | 39 | 0.01% | 0.03% | 0.07% | Q1 2014 | Q3 2023 | 39 |
Advisory Services Network, LLC | 27 | 12 | 0.08% | 0.16% | 0.42% | Q4 2013 | Q3 2023 | 39 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.01% | 0.16% | 0.39% | Q2 2013 | Q4 2022 | 39 |
DISCIPLINED GROWTH INVESTORS INC /MN | 39 | 39 | 0.95% | 3.80% | 4.97% | Q2 2013 | Q4 2022 | 39 |
Regent Investment Management LLC | 39 | 39 | 0.54% | 0.73% | 0.98% | Q2 2013 | Q4 2022 | 39 |
Livforsakringsbolaget Skandia, Omsesidigt | 22 | 17 | 0.01% | 0.20% | 0.37% | Q4 2013 | Q3 2023 | 39 |
EVERMAY WEALTH MANAGEMENT LLC | 37 | 2 | 0.07% | 0.17% | 1.47% | Q4 2013 | Q3 2023 | 39 |
HALL LAURIE J TRUSTEE | 13 | 13 | 0.32% | 0.68% | 1.58% | Q2 2013 | Q3 2023 | 39 |
GAMBLE JONES INVESTMENT COUNSEL | 39 | 39 | 0.07% | 0.13% | 0.28% | Q2 2013 | Q4 2022 | 39 |
Moreno Evelyn V | 39 | 39 | 1.05% | 2.08% | 2.99% | Q1 2014 | Q3 2023 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.16% | 0.22% | 0.28% | Q1 2014 | Q3 2023 | 39 |
Joel Isaacson & Co., LLC | 22 | 17 | 0.03% | 0.06% | 0.13% | Q4 2012 | Q3 2023 | 39 |
BANQUE PICTET & CIE SA | 33 | 6 | 0.07% | 0.54% | 2.43% | Q4 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.10% | 0.41% | 0.67% | Q1 2014 | Q3 2023 | 39 |
Andra AP-fonden | 22 | 5 | 0.10% | 0.34% | 0.77% | Q2 2013 | Q2 2023 | 39 |
Bank Pictet & Cie (Europe) AG | 33 | 6 | 0.02% | 0.64% | 3.19% | Q4 2013 | Q3 2023 | 39 |
Cetera Advisor Networks LLC | 21 | 18 | 0.02% | 0.04% | 0.07% | Q4 2013 | Q3 2023 | 39 |
PineBridge Investments, L.P. | 38 | 1 | 0.00% | 0.19% | 0.69% | Q2 2013 | Q3 2023 | 39 |
Checchi Capital Advisers, LLC | 39 | 39 | 0.05% | 0.17% | 0.54% | Q1 2014 | Q3 2023 | 39 |
Cannell & Co. | 39 | 39 | 0.40% | 0.83% | 1.44% | Q1 2014 | Q3 2023 | 39 |
Hilltop Holdings Inc. | 33 | 1 | 0.07% | 0.17% | 0.24% | Q2 2013 | Q3 2023 | 39 |
Progressive Investment Management Corp | 28 | 11 | 0.13% | 2.25% | 4.68% | Q2 2013 | Q3 2023 | 39 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.32% | 0.66% | 0.98% | Q1 2014 | Q3 2023 | 39 |
CHEMUNG CANAL TRUST CO | 22 | 17 | 0.04% | 0.06% | 0.10% | Q2 2013 | Q4 2023 | 39 |
COHEN LAWRENCE B | 39 | 39 | 1.04% | 3.00% | 4.44% | Q1 2014 | Q3 2023 | 39 |
FDx Advisors, Inc. | 38 | 38 | 0.02% | 0.06% | 0.16% | Q2 2014 | Q3 2023 | 38 |
American Research & Management Co. | 38 | 38 | 0.04% | 0.07% | 0.09% | Q2 2013 | Q3 2022 | 38 |
Vigilant Capital Management, LLC | 38 | 38 | 0.01% | 0.04% | 0.10% | Q1 2014 | Q2 2023 | 38 |
AMICA MUTUAL INSURANCE CO | 35 | 3 | 0.20% | 0.47% | 0.98% | Q2 2013 | Q3 2023 | 38 |
BALASA DINVERNO & FOLTZ LLC | 38 | 38 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2022 | 38 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 14 | 1 | 0.00% | 0.07% | 0.62% | Q2 2013 | Q2 2018 | 38 |
ATWOOD & PALMER INC | 38 | 38 | 0.02% | 0.03% | 0.04% | Q2 2014 | Q3 2023 | 38 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 38 | 38 | 0.02% | 0.62% | 1.02% | Q2 2014 | Q3 2023 | 38 |
Ashfield Capital Partners, LLC | 38 | 38 | 0.01% | 0.35% | 1.04% | Q2 2013 | Q3 2022 | 38 |
Maryland Capital Management | 38 | 38 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q3 2022 | 38 |
CI INVESTMENTS INC. | 19 | 9 | 0.00% | 0.10% | 0.25% | Q2 2013 | Q3 2023 | 38 |
Tower Research Capital LLC (TRC) | 15 | 1 | 0.00% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 38 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 38 | 38 | 0.23% | 0.69% | 1.66% | Q2 2014 | Q3 2023 | 38 |
Covington Capital Management | 38 | 38 | 0.34% | 0.60% | 0.85% | Q2 2013 | Q3 2022 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.33% | 0.55% | 1.00% | Q2 2013 | Q3 2022 | 38 |
PINNACLE ASSOCIATES LTD | 38 | 38 | 0.01% | 0.04% | 0.08% | Q2 2014 | Q3 2023 | 38 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 1 | 0.01% | 0.04% | 0.19% | Q2 2013 | Q3 2023 | 38 |
1832 Asset Management L.P. | 33 | 5 | 0.00% | 0.43% | 1.09% | Q2 2013 | Q3 2023 | 38 |
ONTARIO TEACHERS PENSION PLAN BOARD | 34 | 2 | 0.01% | 0.34% | 4.94% | Q2 2013 | Q3 2023 | 38 |
MONETARY MANAGEMENT GROUP INC | 38 | 38 | 0.03% | 0.17% | 0.71% | Q2 2014 | Q3 2023 | 38 |
Bank OZK | 35 | 3 | 0.10% | 0.95% | 1.78% | Q3 2013 | Q3 2023 | 38 |
State of New Jersey Common Pension Fund D | 38 | 38 | 0.08% | 0.14% | 0.21% | Q2 2014 | Q3 2023 | 38 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 38 | 38 | 0.03% | 0.70% | 1.83% | Q2 2013 | Q3 2022 | 38 |
Trust Investment Advisors | 38 | 38 | 1.12% | 1.59% | 2.01% | Q2 2014 | Q3 2023 | 38 |
LYNCH & ASSOCIATES/IN | 38 | 38 | 0.45% | 0.77% | 0.95% | Q3 2014 | Q4 2023 | 38 |
Copeland Capital Management, LLC | 25 | 13 | 0.00% | 0.46% | 2.04% | Q2 2013 | Q3 2023 | 38 |
LS Investment Advisors, LLC | 35 | 3 | 0.01% | 0.12% | 0.18% | Q2 2013 | Q4 2022 | 38 |
Beaumont Financial Partners, LLC | 38 | 38 | 0.01% | 0.13% | 0.31% | Q2 2013 | Q3 2022 | 38 |
ACADIAN ASSET MANAGEMENT LLC | 36 | 2 | 0.00% | 0.12% | 0.65% | Q3 2013 | Q3 2023 | 38 |
PHILADELPHIA TRUST CO | 37 | 37 | 0.04% | 0.76% | 1.62% | Q3 2014 | Q3 2023 | 37 |
CHATHAM CAPITAL GROUP, INC. | 37 | 37 | 0.10% | 0.13% | 0.16% | Q3 2014 | Q3 2023 | 37 |
EULAV Asset Management | 37 | 37 | 0.78% | 1.16% | 1.61% | Q2 2013 | Q2 2022 | 37 |
FIRST NATIONAL BANK SIOUX FALLS | 23 | 14 | 0.30% | 0.65% | 1.29% | Q2 2013 | Q3 2023 | 37 |
Atria Investments, Inc | 16 | 3 | 0.02% | 0.07% | 0.19% | Q3 2013 | Q3 2023 | 37 |
Dorsey & Whitney Trust CO LLC | 33 | 4 | 0.04% | 0.06% | 0.10% | Q3 2013 | Q3 2023 | 37 |
ROCKY MOUNTAIN ADVISERS, LLC | 37 | 37 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2023 | 37 |
ADVISOR PARTNERS LLC | 37 | 37 | 0.14% | 0.23% | 0.32% | Q2 2013 | Q2 2022 | 37 |
Page Arthur B | 36 | 1 | 0.20% | 0.88% | 3.07% | Q4 2013 | Q3 2023 | 37 |
WAFRA INC. | 33 | 4 | 0.05% | 1.32% | 2.78% | Q2 2013 | Q1 2023 | 37 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 37 | 37 | 0.76% | 0.88% | 1.09% | Q3 2014 | Q3 2023 | 37 |
FARMERS TRUST CO | 37 | 37 | 0.07% | 1.05% | 1.72% | Q3 2014 | Q3 2023 | 37 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 28 | 1 | 0.10% | 0.14% | 0.21% | Q1 2014 | Q3 2023 | 37 |
Brown Capital Management | 37 | 37 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 37 |
FLOSSBACH VON STORCH AG | 37 | 37 | 0.04% | 0.84% | 3.70% | Q3 2014 | Q3 2023 | 37 |
Nelson Capital Management, LLC | 27 | 10 | 0.38% | 2.09% | 3.73% | Q2 2013 | Q3 2023 | 37 |
TUDOR INVESTMENT CORP ET AL | 18 | 3 | 0.00% | 0.10% | 0.46% | Q2 2014 | Q3 2023 | 37 |
DOWLING & YAHNKE LLC | 37 | 37 | 0.04% | 0.16% | 0.24% | Q3 2013 | Q3 2022 | 37 |
BI Asset Management Fondsmaeglerselskab A/S | 35 | 2 | 0.04% | 1.77% | 6.22% | Q1 2014 | Q3 2023 | 37 |
FORTE CAPITAL LLC /ADV | 37 | 37 | 1.01% | 1.64% | 2.55% | Q3 2014 | Q3 2023 | 37 |
BALYASNY ASSET MANAGEMENT L.P. | 13 | 1 | 0.00% | 0.20% | 0.72% | Q2 2013 | Q3 2023 | 37 |
PROFESSIONAL ADVISORY SERVICES INC | 37 | 37 | 2.69% | 3.20% | 4.06% | Q3 2014 | Q3 2023 | 37 |
National Pension Service | 37 | 37 | 0.18% | 0.25% | 0.31% | Q3 2014 | Q3 2023 | 37 |
WHALEROCK POINT PARTNERS, LLC | 29 | 8 | 0.12% | 0.66% | 1.34% | Q2 2014 | Q3 2023 | 37 |
TWO SIGMA ADVISERS, LP | 13 | 1 | 0.00% | 0.23% | 0.86% | Q3 2013 | Q3 2023 | 37 |
Verition Fund Management LLC | 8 | 1 | 0.00% | 0.04% | 0.16% | Q3 2014 | Q3 2023 | 37 |
GREAT LAKES ADVISORS, LLC | 37 | 37 | 0.03% | 0.08% | 0.28% | Q3 2014 | Q3 2023 | 37 |
Squarepoint Ops LLC | 17 | 2 | 0.01% | 0.36% | 1.88% | Q1 2015 | Q3 2023 | 37 |
FARMERS & MERCHANTS INVESTMENTS INC | 35 | 2 | 0.00% | 0.23% | 0.32% | Q2 2013 | Q3 2023 | 37 |
DELTA ASSET MANAGEMENT LLC/TN | 33 | 4 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 37 |
Gotham Asset Management, LLC | 17 | 2 | 0.01% | 0.24% | 0.86% | Q2 2013 | Q3 2023 | 37 |
ASSETMARK, INC | 37 | 37 | 0.00% | 0.01% | 0.05% | Q3 2014 | Q3 2023 | 37 |
TELEMUS CAPITAL, LLC | 27 | 9 | 0.02% | 0.48% | 0.87% | Q3 2013 | Q3 2023 | 36 |
Barrett Asset Management, LLC | 36 | 36 | 0.04% | 1.38% | 1.72% | Q2 2013 | Q1 2022 | 36 |
RATIONAL ADVISORS LLC | 13 | 1 | 0.00% | 0.10% | 1.09% | Q1 2009 | Q3 2021 | 36 |
Bridgecreek Investment Management, LLC | 36 | 36 | 0.08% | 0.11% | 0.13% | Q2 2013 | Q1 2022 | 36 |
Patten Group, Inc. | 36 | 36 | 0.18% | 0.31% | 0.39% | Q4 2014 | Q3 2023 | 36 |
IBM Retirement Fund | 36 | 36 | 0.16% | 0.23% | 0.32% | Q2 2013 | Q1 2022 | 36 |
CHILTON INVESTMENT CO INC. | 31 | 5 | 0.02% | 0.07% | 0.11% | Q4 2013 | Q3 2023 | 36 |
SCHWARTZ INVESTMENT COUNSEL INC | 36 | 36 | 0.78% | 1.30% | 2.53% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.13% | 0.19% | 0.27% | Q2 2013 | Q1 2022 | 36 |
People's United Financial, Inc. | 36 | 36 | 0.20% | 0.63% | 1.21% | Q2 2013 | Q1 2022 | 36 |
Candriam S.C.A. | 36 | 36 | 0.07% | 0.27% | 1.02% | Q4 2014 | Q3 2023 | 36 |
SIGNATUREFD, LLC | 23 | 5 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 36 |
SVB WEALTH LLC | 36 | 36 | 0.16% | 0.38% | 0.75% | Q4 2014 | Q3 2023 | 36 |
HENDLEY & CO INC | 36 | 36 | 0.17% | 2.49% | 4.22% | Q2 2013 | Q1 2022 | 36 |
Rosenbaum Jay D. | 36 | 36 | 0.18% | 2.09% | 3.52% | Q4 2014 | Q3 2023 | 36 |
WINDWARD CAPITAL MANAGEMENT CO /CA | 36 | 36 | 0.79% | 1.27% | 1.82% | Q4 2014 | Q3 2023 | 36 |
YHB Investment Advisors, Inc. | 36 | 36 | 0.26% | 0.69% | 1.08% | Q4 2014 | Q3 2023 | 36 |
WINTON GROUP Ltd | 31 | 1 | 0.01% | 0.18% | 0.56% | Q2 2014 | Q3 2023 | 36 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.00% | 0.21% | 0.72% | Q4 2014 | Q3 2023 | 36 |
Alecta Tjanstepension Omsesidigt | 36 | 36 | 4.91% | 7.03% | 10.38% | Q4 2014 | Q3 2023 | 36 |
ING GROEP NV | 23 | 2 | 0.00% | 0.18% | 0.96% | Q2 2013 | Q3 2023 | 36 |
Harbour Capital Advisors, LLC | 36 | 36 | 0.22% | 0.41% | 0.67% | Q1 2015 | Q4 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.02% | 0.04% | 0.10% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.05% | 0.11% | 0.38% | Q4 2014 | Q3 2023 | 36 |
Stonebridge Capital Advisors LLC | 20 | 5 | 0.01% | 0.50% | 1.11% | Q4 2013 | Q3 2023 | 36 |
Boston Common Asset Management, LLC | 36 | 36 | 0.02% | 0.45% | 1.31% | Q4 2014 | Q3 2023 | 36 |
Ancora Advisors LLC | 36 | 36 | 0.07% | 0.08% | 0.11% | Q4 2014 | Q3 2023 | 36 |
Amica Retiree Medical Trust | 35 | 1 | 0.23% | 0.45% | 1.08% | Q4 2013 | Q3 2023 | 36 |
Hamilton Point Investment Advisors, LLC | 36 | 36 | 1.43% | 1.81% | 2.34% | Q4 2014 | Q3 2023 | 36 |
ORRSTOWN FINANCIAL SERVICES INC | 36 | 36 | 1.21% | 1.50% | 2.02% | Q2 2013 | Q1 2022 | 36 |
PICTET BANK & TRUST Ltd | 35 | 35 | 0.18% | 0.92% | 3.17% | Q4 2013 | Q2 2022 | 35 |
TDAM USA INC. | 35 | 35 | 0.26% | 0.65% | 0.90% | Q2 2013 | Q4 2021 | 35 |
SALEM INVESTMENT COUNSELORS INC | 19 | 8 | 0.00% | 0.03% | 0.24% | Q3 2014 | Q3 2023 | 35 |
CWM, LLC | 21 | 1 | 0.00% | 0.21% | 1.17% | Q3 2013 | Q3 2023 | 35 |
PGGM Investments | 28 | 1 | 0.00% | 0.31% | 0.74% | Q1 2013 | Q3 2023 | 35 |
McKinley Carter Wealth Services, Inc. | 32 | 3 | 0.38% | 0.82% | 1.42% | Q4 2013 | Q3 2023 | 35 |
JARISLOWSKY, FRASER Ltd | 29 | 6 | 0.09% | 0.41% | 0.62% | Q4 2014 | Q3 2023 | 35 |
Formidable Asset Management, LLC | 17 | 1 | 0.10% | 0.27% | 0.59% | Q3 2013 | Q3 2023 | 35 |
FIRST MIDWEST BANK TRUST DIVISION | 35 | 35 | 0.42% | 0.58% | 1.05% | Q2 2013 | Q4 2021 | 35 |
Allworth Financial LP | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.03% | 0.09% | 0.19% | Q1 2015 | Q3 2023 | 35 |
Azimuth Capital Management LLC | 35 | 35 | 0.03% | 0.16% | 0.24% | Q3 2013 | Q1 2022 | 35 |
MCMILLION CAPITAL MANAGEMENT INC | 21 | 14 | 1.54% | 1.99% | 2.44% | Q4 2013 | Q2 2023 | 35 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 1.17% | 1.86% | 2.66% | Q2 2013 | Q4 2021 | 35 |
Argent Trust Co | 22 | 13 | 0.05% | 0.10% | 0.18% | Q4 2014 | Q3 2023 | 35 |
HOWLAND CAPITAL MANAGEMENT LLC | 35 | 35 | 0.02% | 1.70% | 2.56% | Q1 2015 | Q3 2023 | 35 |
HANCOCK WHITNEY CORP | 21 | 1 | 0.01% | 0.22% | 0.66% | Q2 2013 | Q3 2023 | 35 |
Raymond James Financial Services Advisors, Inc. | 22 | 1 | 0.00% | 0.13% | 0.32% | Q2 2013 | Q3 2023 | 35 |
WEYBOSSET RESEARCH & MANAGEMENT LLC | 29 | 6 | 3.44% | 4.37% | 5.41% | Q4 2014 | Q3 2023 | 35 |
WESTWOOD HOLDINGS GROUP INC | 19 | 16 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 35 |
FIRST QUADRANT LLC/CA | 35 | 35 | 0.02% | 0.27% | 0.70% | Q2 2013 | Q4 2021 | 35 |
ALPS ADVISORS INC | 28 | 7 | 0.00% | 0.02% | 0.08% | Q3 2013 | Q3 2023 | 35 |
CULLINAN ASSOCIATES INC | 35 | 35 | 0.02% | 0.47% | 0.98% | Q1 2015 | Q3 2023 | 35 |
Hemenway Trust Co LLC | 35 | 35 | 0.09% | 0.86% | 2.87% | Q1 2015 | Q3 2023 | 35 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 29 | 6 | 0.01% | 0.12% | 0.23% | Q2 2013 | Q3 2023 | 35 |
GRIFFIN ASSET MANAGEMENT, INC. | 26 | 2 | 0.07% | 0.99% | 2.00% | Q2 2013 | Q3 2023 | 35 |
Lombard Odier Asset Management (Switzerland) SA | 13 | 9 | 0.02% | 0.18% | 0.71% | Q2 2014 | Q3 2023 | 35 |
INVERNESS COUNSEL LLC /NY/ | 35 | 35 | 0.01% | 0.85% | 2.59% | Q2 2013 | Q4 2021 | 35 |
CHARTIST INC /CA/ | 10 | 1 | 0.09% | 0.37% | 1.06% | Q2 2013 | Q3 2023 | 35 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.06% | 0.14% | 0.29% | Q2 2015 | Q3 2023 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.10% | 0.18% | 0.26% | Q2 2013 | Q3 2021 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2022 | 34 |
Pointe Capital Management LLC | 27 | 7 | 0.28% | 0.44% | 0.63% | Q1 2015 | Q3 2023 | 34 |
Psagot Value Holdings Ltd. | 34 | 34 | 0.02% | 0.19% | 1.02% | Q2 2013 | Q3 2021 | 34 |
FIRST MERCANTILE TRUST CO | 34 | 34 | 0.24% | 0.75% | 1.65% | Q2 2013 | Q3 2021 | 34 |
World Asset Management Inc | 34 | 34 | 0.15% | 0.21% | 0.27% | Q2 2013 | Q3 2021 | 34 |
Fiduciary Group LLC | 34 | 34 | 0.07% | 0.12% | 0.58% | Q2 2015 | Q3 2023 | 34 |
Pegasus Partners Ltd. | 34 | 34 | 0.27% | 0.61% | 0.87% | Q2 2015 | Q3 2023 | 34 |
Tradewinds Capital Management, LLC | 34 | 34 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q1 2022 | 34 |
SECURITY NATIONAL TRUST CO | 34 | 34 | 0.02% | 0.08% | 0.13% | Q2 2013 | Q3 2021 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.04% | 0.36% | 0.80% | Q2 2015 | Q3 2023 | 34 |
Carroll Financial Associates, Inc. | 32 | 2 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q4 2021 | 34 |
Mirae Asset Global Investments Co., Ltd. | 27 | 1 | 0.01% | 0.07% | 0.21% | Q1 2012 | Q3 2023 | 34 |
INTRUST BANK NA | 30 | 4 | 0.08% | 0.19% | 0.28% | Q4 2013 | Q3 2023 | 34 |
INTACT INVESTMENT MANAGEMENT INC. | 18 | 2 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q3 2023 | 34 |
Tredje AP-fonden | 34 | 34 | 0.09% | 0.29% | 0.64% | Q2 2015 | Q3 2023 | 34 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 22 | 5 | 0.00% | 0.04% | 0.18% | Q2 2013 | Q3 2023 | 34 |
Destination Wealth Management | 34 | 34 | 0.50% | 0.90% | 1.06% | Q2 2015 | Q3 2023 | 34 |
Acropolis Investment Management, LLC | 34 | 34 | 0.08% | 0.24% | 0.46% | Q2 2015 | Q3 2023 | 34 |
SFMG, LLC | 31 | 1 | 0.02% | 0.06% | 0.10% | Q1 2015 | Q3 2023 | 33 |
AMUNDI ASSET MANAGEMENT US, INC. | 32 | 1 | 0.15% | 0.32% | 0.57% | Q4 2012 | Q1 2021 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q1 2022 | 33 |
IMS Capital Management | 31 | 1 | 0.18% | 0.54% | 1.18% | Q1 2015 | Q3 2023 | 33 |
PRELUDE CAPITAL MANAGEMENT, LLC | 22 | 1 | 0.01% | 0.09% | 0.30% | Q1 2013 | Q3 2022 | 33 |
NICHOLS & PRATT ADVISERS LLP /MA | 33 | 33 | 0.42% | 1.71% | 2.77% | Q3 2015 | Q3 2023 | 33 |
KWMG, LLC | 33 | 33 | 0.20% | 0.61% | 0.86% | Q3 2015 | Q3 2023 | 33 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 17 | 1 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 33 |
Gradient Investments LLC | 22 | 1 | 0.00% | 0.05% | 0.42% | Q2 2013 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.03% | 0.06% | 0.11% | Q4 2015 | Q4 2023 | 33 |
BALDWIN BROTHERS LLC/MA | 32 | 1 | 0.01% | 0.15% | 1.18% | Q3 2015 | Q4 2023 | 33 |
Hanson & Doremus Investment Management | 14 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.04% | 0.11% | 0.16% | Q2 2013 | Q2 2021 | 33 |
DUPONT CAPITAL MANAGEMENT CORP | 33 | 33 | 0.08% | 0.37% | 0.94% | Q3 2015 | Q3 2023 | 33 |
AGF INVESTMENTS INC. | 33 | 33 | 0.09% | 0.48% | 0.75% | Q3 2014 | Q3 2022 | 33 |
QS Investors, LLC | 33 | 33 | 0.02% | 0.11% | 0.22% | Q2 2013 | Q2 2021 | 33 |
DAVENPORT & Co LLC | 25 | 3 | 0.00% | 0.36% | 0.83% | Q2 2013 | Q3 2023 | 33 |
Pacer Advisors, Inc. | 32 | 1 | 0.00% | 0.10% | 0.26% | Q4 2013 | Q3 2023 | 33 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.20% | 0.32% | 0.58% | Q2 2013 | Q3 2023 | 33 |
FIRST FOUNDATION ADVISORS | 18 | 15 | 0.02% | 0.93% | 2.08% | Q2 2013 | Q3 2023 | 33 |
BBVA USA Bancshares, Inc. | 32 | 32 | 0.05% | 0.32% | 0.57% | Q2 2013 | Q1 2021 | 32 |
Cumberland Partners Ltd | 19 | 13 | 0.02% | 0.62% | 1.68% | Q1 2013 | Q1 2022 | 32 |
WEBSTER BANK, N. A. | 28 | 4 | 0.02% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 32 |
Calamos Wealth Management LLC | 30 | 2 | 0.07% | 0.33% | 0.71% | Q2 2013 | Q3 2023 | 32 |
PIONEER TRUST BANK N A/OR | 32 | 32 | 0.25% | 0.96% | 1.95% | Q4 2015 | Q3 2023 | 32 |
NIXON PEABODY TRUST CO | 32 | 32 | 1.34% | 2.13% | 2.69% | Q4 2015 | Q3 2023 | 32 |
Dempze Nancy E | 32 | 32 | 0.50% | 1.23% | 2.69% | Q4 2015 | Q3 2023 | 32 |
Community Bank, N.A. | 32 | 32 | 0.00% | 0.03% | 0.05% | Q4 2015 | Q3 2023 | 32 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 18 | 14 | 0.02% | 0.09% | 0.36% | Q4 2014 | Q3 2023 | 32 |
Stratos Wealth Partners, LTD. | 32 | 32 | 0.02% | 0.04% | 0.07% | Q4 2015 | Q3 2023 | 32 |
YCG, LLC | 32 | 32 | 0.07% | 0.13% | 0.19% | Q2 2013 | Q1 2021 | 32 |
Alpha Omega Wealth Management LLC | 32 | 32 | 0.04% | 0.10% | 0.30% | Q4 2015 | Q3 2023 | 32 |
Ballentine Partners, LLC | 27 | 5 | 0.02% | 0.03% | 0.09% | Q3 2015 | Q3 2023 | 32 |
PATHSTONE FAMILY OFFICE, LLC | 20 | 1 | 0.00% | 0.38% | 1.42% | Q2 2013 | Q3 2023 | 32 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 32 | 32 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q3 2023 | 32 |
Sheaff Brock Investment Advisors, LLC | 32 | 32 | 0.05% | 0.11% | 0.30% | Q4 2015 | Q3 2023 | 32 |
Douglass Winthrop Advisors, LLC | 32 | 32 | 0.04% | 1.36% | 2.47% | Q4 2015 | Q3 2023 | 32 |
ARMSTRONG HENRY H ASSOCIATES INC | 32 | 32 | 0.06% | 0.18% | 0.40% | Q4 2015 | Q3 2023 | 32 |
Handelsbanken Fonder AB | 32 | 32 | 0.11% | 0.29% | 1.05% | Q4 2015 | Q3 2023 | 32 |
M&R CAPITAL MANAGEMENT INC | 32 | 32 | 0.02% | 0.09% | 0.34% | Q1 2016 | Q4 2023 | 32 |
Southeast Asset Advisors Inc. | 32 | 32 | 0.08% | 0.13% | 0.20% | Q4 2015 | Q3 2023 | 32 |
TWIN CAPITAL MANAGEMENT INC | 25 | 3 | 0.04% | 0.19% | 0.46% | Q2 2013 | Q3 2023 | 32 |
QUEST INVESTMENT MANAGEMENT LLC | 16 | 1 | 0.31% | 1.29% | 2.13% | Q2 2013 | Q3 2023 | 32 |
ASSOCIATED BANC-CORP | 27 | 1 | 0.01% | 0.18% | 0.77% | Q4 2014 | Q3 2023 | 32 |
HighTower Trust Company, N.A. | 27 | 2 | 0.07% | 0.19% | 0.37% | Q3 2013 | Q1 2023 | 32 |
WIMMER ASSOCIATES 1, LLC | 32 | 32 | 0.32% | 0.42% | 0.56% | Q4 2015 | Q3 2023 | 32 |
Skandinaviska Enskilda Banken AB (publ) | 32 | 32 | 0.06% | 0.11% | 0.20% | Q4 2015 | Q3 2023 | 32 |
BAINCO INTERNATIONAL INVESTORS | 32 | 32 | 0.63% | 1.36% | 2.19% | Q1 2013 | Q4 2020 | 32 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 28 | 4 | 0.21% | 0.37% | 0.49% | Q2 2013 | Q4 2023 | 32 |
CITIZENS FINANCIAL GROUP INC/RI | 32 | 32 | 0.06% | 0.31% | 1.36% | Q4 2015 | Q3 2023 | 32 |
Bison Wealth, LLC | 32 | 32 | 0.15% | 0.25% | 0.43% | Q4 2015 | Q3 2023 | 32 |
Day & Ennis, LLC | 32 | 32 | 0.18% | 0.29% | 0.41% | Q4 2015 | Q3 2023 | 32 |
Perigon Wealth Management, LLC | 19 | 1 | 0.00% | 0.17% | 0.58% | Q3 2011 | Q3 2023 | 32 |
Transamerica Financial Advisors, Inc. | 23 | 1 | 0.00% | 0.23% | 1.16% | Q2 2013 | Q3 2023 | 32 |
ST GERMAIN D J CO INC | 29 | 3 | 0.00% | 0.23% | 0.50% | Q4 2015 | Q4 2023 | 32 |
Mandatum Life Insurance Co Ltd | 32 | 32 | 0.12% | 0.60% | 1.67% | Q4 2015 | Q3 2023 | 32 |
Renaissance Technologies | 15 | 1 | 0.00% | 0.16% | 0.69% | Q2 2013 | Q2 2023 | 31 |
Capital Research Global Investors | 31 | 31 | 0.03% | 0.08% | 0.23% | Q3 2013 | Q1 2021 | 31 |
ASPIRIANT, LLC | 31 | 31 | 0.08% | 0.18% | 0.39% | Q1 2016 | Q3 2023 | 31 |
Simmons Bank | 31 | 31 | 0.03% | 0.14% | 0.31% | Q1 2016 | Q3 2023 | 31 |
BANK PICTET & CIE (ASIA) LTD | 22 | 1 | 0.17% | 0.77% | 3.89% | Q4 2013 | Q3 2023 | 31 |
NAPLES GLOBAL ADVISORS, LLC | 31 | 31 | 0.05% | 0.07% | 0.09% | Q1 2016 | Q3 2023 | 31 |
FIL Ltd | 14 | 6 | 0.00% | 0.05% | 0.17% | Q4 2013 | Q2 2023 | 31 |
Buckingham Capital Management, Inc. | 17 | 14 | 0.05% | 0.73% | 1.99% | Q2 2013 | Q3 2023 | 31 |
PATTEN & PATTEN INC/TN | 27 | 4 | 0.08% | 0.66% | 1.25% | Q2 2013 | Q3 2023 | 31 |
Ramsay, Stattman, Vela & Price, Inc. | 31 | 31 | 0.13% | 0.19% | 0.22% | Q4 2014 | Q2 2022 | 31 |
MARTINGALE ASSET MANAGEMENT L P | 28 | 1 | 0.00% | 0.05% | 0.36% | Q2 2013 | Q2 2023 | 31 |
HALL CAPITAL MANAGEMENT CO INC | 17 | 4 | 0.62% | 0.87% | 1.12% | Q4 2014 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.06% | 0.21% | 0.31% | Q1 2016 | Q3 2023 | 31 |
PROVIDENT TRUST CO | 27 | 4 | 2.44% | 6.64% | 8.69% | Q2 2013 | Q3 2023 | 31 |
MV CAPITAL MANAGEMENT, INC. | 30 | 1 | 0.00% | 0.16% | 0.36% | Q4 2014 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.08% | 0.18% | 0.22% | Q2 2013 | Q4 2020 | 31 |
ROPES WEALTH ADVISORS LLC | 31 | 31 | 0.00% | 0.30% | 0.54% | Q1 2016 | Q3 2023 | 31 |
NATIXIS | 14 | 1 | 0.00% | 0.11% | 0.32% | Q4 2013 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.05% | 0.22% | Q4 2015 | Q3 2023 | 31 |
Supplemental Annuity Collective Trust of NJ | 17 | 14 | 0.20% | 0.34% | 0.52% | Q1 2014 | Q3 2023 | 31 |
Jackson, Grant Investment Advisers, Inc. | 24 | 7 | 0.56% | 0.83% | 1.06% | Q4 2015 | Q3 2023 | 31 |
Ashburton (Jersey) Ltd | 19 | 12 | 0.04% | 0.43% | 1.66% | Q4 2015 | Q3 2023 | 31 |
GSA CAPITAL PARTNERS LLP | 9 | 1 | 0.01% | 0.13% | 0.67% | Q2 2013 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.20% | 0.28% | 0.44% | Q2 2013 | Q4 2020 | 31 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 23 | 2 | 0.08% | 0.12% | 0.17% | Q4 2014 | Q3 2023 | 31 |
Glenview Trust Co | 28 | 1 | 0.04% | 0.29% | 0.75% | Q4 2013 | Q3 2023 | 31 |
Kovitz Investment Group Partners, LLC | 31 | 31 | 0.01% | 0.06% | 0.14% | Q1 2016 | Q3 2023 | 31 |
Rafferty Asset Management, LLC | 14 | 1 | 0.01% | 0.04% | 0.21% | Q3 2013 | Q3 2023 | 31 |
CACTI ASSET MANAGEMENT LLC | 31 | 31 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2023 | 31 |
Reilly Herbert Faulkner III | 30 | 30 | 2.41% | 2.95% | 3.34% | Q4 2013 | Q1 2021 | 30 |
ALPHA WINDWARD LLC | 30 | 30 | 0.03% | 0.12% | 0.26% | Q2 2013 | Q3 2020 | 30 |
Point72 Hong Kong Ltd | 9 | 1 | 0.00% | 0.11% | 0.35% | Q4 2014 | Q3 2022 | 30 |
BAILARD, INC. | 30 | 30 | 0.29% | 0.42% | 0.63% | Q2 2016 | Q3 2023 | 30 |
NICHOLAS COMPANY, INC. | 24 | 6 | 0.00% | 1.01% | 1.53% | Q2 2013 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2020 | 30 |
Wealthcare Advisory Partners LLC | 30 | 30 | 0.00% | 0.08% | 0.24% | Q2 2016 | Q3 2023 | 30 |
Compagnie Lombard Odier SCmA | 24 | 1 | 0.00% | 0.06% | 0.15% | Q4 2013 | Q4 2022 | 30 |
Jacobi Capital Management LLC | 30 | 30 | 0.04% | 0.07% | 0.09% | Q2 2016 | Q3 2023 | 30 |
EFG Asset Management (Americas) Corp. | 16 | 14 | 0.08% | 0.76% | 1.49% | Q3 2014 | Q3 2023 | 30 |
GRIMES & COMPANY, INC. | 28 | 1 | 0.03% | 0.03% | 0.05% | Q1 2015 | Q3 2023 | 30 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 18 | 3 | 0.33% | 0.76% | 1.24% | Q1 2015 | Q3 2023 | 30 |
Aureus Asset Management, LLC | 22 | 3 | 0.01% | 1.53% | 3.23% | Q2 2013 | Q4 2021 | 30 |
Nicholas Hoffman & Company, LLC. | 30 | 30 | 0.02% | 0.11% | 0.17% | Q2 2016 | Q3 2023 | 30 |
Asset Dedication, LLC | 23 | 2 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 30 |
Glassman Wealth Services | 30 | 30 | 0.01% | 0.04% | 0.08% | Q2 2016 | Q3 2023 | 30 |
Cornerstone Advisors, Inc. | 30 | 30 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2020 | 30 |
Bruderman Asset Management, LLC | 30 | 30 | 0.34% | 0.56% | 0.96% | Q1 2015 | Q2 2022 | 30 |
Mn Services Vermogensbeheer B.V. | 20 | 10 | 0.20% | 0.37% | 0.58% | Q1 2016 | Q3 2023 | 30 |
ROCKLAND TRUST CO | 30 | 30 | 0.02% | 0.47% | 1.14% | Q2 2016 | Q3 2023 | 30 |
Highlander Capital Management, LLC | 29 | 29 | 0.07% | 0.12% | 0.32% | Q2 2013 | Q2 2020 | 29 |
Baystate Wealth Management LLC | 28 | 1 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 29 |
Balentine LLC | 21 | 1 | 0.00% | 0.03% | 0.06% | Q4 2015 | Q3 2023 | 29 |
FIRST CITIZENS BANK & TRUST CO | 25 | 4 | 0.01% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.90% | 1.38% | 1.82% | Q4 2013 | Q4 2020 | 29 |
D L CARLSON INVESTMENT GROUP INC | 29 | 29 | 0.06% | 0.44% | 1.35% | Q4 2014 | Q4 2021 | 29 |
Anchor Investment Management, LLC | 25 | 4 | 0.00% | 0.01% | 0.07% | Q1 2016 | Q4 2023 | 29 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 29 | 29 | 0.06% | 0.11% | 0.16% | Q3 2016 | Q3 2023 | 29 |
Point72 Asset Management, L.P. | 6 | 1 | 0.00% | 0.12% | 0.50% | Q3 2014 | Q3 2023 | 29 |
Miller Investment Management, LP | 29 | 29 | 0.09% | 0.12% | 0.16% | Q3 2016 | Q3 2023 | 29 |
Field & Main Bank | 14 | 4 | 0.46% | 0.82% | 1.27% | Q4 2013 | Q3 2023 | 29 |
FACTORY MUTUAL INSURANCE CO | 29 | 29 | 0.06% | 0.58% | 0.93% | Q3 2016 | Q3 2023 | 29 |
Caprock Group, LLC | 21 | 3 | 0.05% | 0.09% | 0.12% | Q1 2016 | Q3 2023 | 29 |
INTEGRAL DERIVATIVES, LLC | 10 | 7 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q1 2018 | 29 |
ALLSTATE CORP | 20 | 3 | 0.02% | 0.13% | 0.34% | Q1 2015 | Q3 2023 | 29 |
NOTTINGHAM ADVISORS, INC. | 29 | 29 | 0.05% | 0.15% | 0.24% | Q3 2016 | Q3 2023 | 29 |
GRANDFIELD & DODD, LLC | 29 | 29 | 0.12% | 0.15% | 0.19% | Q3 2016 | Q3 2023 | 29 |
TCW GROUP INC | 28 | 1 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2020 | 29 |
FORT PITT CAPITAL GROUP, LLC | 25 | 4 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 29 |
Raub Brock Capital Management LP | 28 | 28 | 3.85% | 4.42% | 5.04% | Q2 2013 | Q1 2020 | 28 |
Coastline Trust Co | 28 | 28 | 0.06% | 0.30% | 0.51% | Q4 2016 | Q3 2023 | 28 |
MARSHALL WACE, LLP | 14 | 2 | 0.00% | 0.14% | 0.72% | Q3 2014 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.04% | 0.21% | 0.59% | Q4 2016 | Q3 2023 | 28 |
Simplicity Solutions, LLC | 20 | 8 | 0.04% | 0.11% | 0.25% | Q3 2015 | Q3 2023 | 28 |
Hartford Financial Management Inc. | 27 | 1 | 0.00% | 0.10% | 0.37% | Q2 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.04% | 0.12% | 0.24% | Q4 2016 | Q3 2023 | 28 |
Farmers & Merchants Trust Co of Chambersburg PA | 28 | 28 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 28 |
ADVISORY RESEARCH INC | 26 | 1 | 0.00% | 0.23% | 0.83% | Q1 2014 | Q3 2023 | 28 |
Brinker Capital Investments, LLC | 14 | 3 | 0.00% | 0.05% | 0.21% | Q3 2015 | Q4 2022 | 28 |
GREENLEAF TRUST | 27 | 1 | 0.01% | 0.19% | 0.29% | Q3 2016 | Q3 2023 | 28 |
Richard Bernstein Advisors LLC | 28 | 28 | 0.02% | 0.23% | 0.57% | Q2 2015 | Q1 2022 | 28 |
Tandem Investment Advisors, Inc. | 28 | 28 | 0.02% | 1.58% | 4.34% | Q4 2016 | Q3 2023 | 28 |
Edgestream Partners, L.P. | 7 | 1 | 0.02% | 0.82% | 3.99% | Q4 2013 | Q3 2023 | 28 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 28 | 0.01% | 0.47% | 1.52% | Q4 2016 | Q3 2023 | 28 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 16 | 1 | 0.03% | 0.40% | 0.83% | Q2 2013 | Q4 2022 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
QCI ASSET MANAGEMENT INC/NY | 28 | 28 | 1.22% | 1.48% | 1.79% | Q4 2014 | Q3 2021 | 28 |
Waldron Private Wealth LLC | 28 | 28 | 0.04% | 0.07% | 0.11% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.17% | 0.28% | 0.39% | Q4 2016 | Q3 2023 | 28 |
Norway Savings Bank | 28 | 28 | 0.21% | 0.54% | 0.92% | Q4 2016 | Q3 2023 | 28 |
PEDDOCK CAPITAL ADVISORS, LLC | 15 | 13 | 0.03% | 0.10% | 0.15% | Q3 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.02% | 0.11% | 0.37% | Q4 2016 | Q3 2023 | 28 |
S&CO INC | 28 | 28 | 0.04% | 0.13% | 0.23% | Q4 2016 | Q3 2023 | 28 |
NORTHEAST INVESTMENT MANAGEMENT | 28 | 28 | 0.02% | 0.05% | 0.29% | Q4 2016 | Q3 2023 | 28 |
BOYS ARNOLD & CO INC | 28 | 28 | 0.48% | 0.71% | 0.98% | Q2 2013 | Q1 2020 | 28 |
PARADIGM ASSET MANAGEMENT CO LLC | 28 | 28 | 0.02% | 0.30% | 0.52% | Q4 2016 | Q3 2023 | 28 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 13 | 7 | 0.01% | 0.04% | 0.10% | Q3 2014 | Q3 2023 | 28 |
INVESTMENT COUNSELORS OF MARYLAND LLC | 28 | 28 | 0.09% | 0.12% | 0.17% | Q2 2013 | Q1 2020 | 28 |
Engineers Gate Manager LP | 9 | 1 | 0.01% | 0.25% | 0.75% | Q2 2015 | Q3 2023 | 28 |
RWA WEALTH PARTNERS, LLC | 28 | 28 | 0.04% | 0.13% | 0.43% | Q4 2016 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.13% | 0.23% | 0.39% | Q4 2016 | Q3 2023 | 28 |
THOMPSON SIEGEL & WALMSLEY LLC | 26 | 1 | 0.00% | 0.06% | 0.19% | Q2 2013 | Q3 2023 | 28 |
LCNB CORP | 28 | 28 | 0.29% | 0.61% | 0.84% | Q4 2016 | Q3 2023 | 28 |
CYPRESS ASSET MANAGEMENT INC/TX | 28 | 28 | 0.06% | 0.11% | 0.17% | Q3 2016 | Q2 2023 | 28 |
NEXT Financial Group, Inc | 14 | 14 | 0.00% | 0.04% | 0.10% | Q2 2014 | Q4 2021 | 28 |
SSI INVESTMENT MANAGEMENT LLC | 21 | 7 | 0.02% | 0.04% | 0.11% | Q2 2013 | Q2 2020 | 28 |
CIBC WORLD MARKETS CORP | 28 | 28 | 0.02% | 0.12% | 0.38% | Q4 2016 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.23% | 0.39% | 0.55% | Q1 2016 | Q4 2022 | 28 |
Fiduciary Trust Co International of Pennsylvania | 28 | 28 | 0.06% | 0.15% | 0.43% | Q2 2013 | Q1 2020 | 28 |
CULLEN/FROST BANKERS, INC. | 28 | 28 | 0.19% | 0.36% | 0.49% | Q4 2016 | Q3 2023 | 28 |
Intellectus Partners, LLC | 28 | 28 | 0.07% | 0.18% | 0.38% | Q4 2016 | Q3 2023 | 28 |
Stonehage Fleming Financial Services Holdings Ltd | 26 | 2 | 0.01% | 0.09% | 0.23% | Q1 2016 | Q3 2023 | 28 |
BP PLC | 16 | 2 | 0.09% | 0.39% | 1.18% | Q4 2013 | Q2 2021 | 28 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 28 | 28 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q1 2020 | 28 |
Osborn Williams & Donohoe LLC | 28 | 28 | 0.66% | 0.82% | 0.98% | Q2 2013 | Q1 2020 | 28 |
Clearstead Advisors, LLC | 28 | 28 | 0.05% | 0.10% | 0.15% | Q4 2016 | Q3 2023 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.18% | 0.24% | 0.30% | Q4 2016 | Q3 2023 | 28 |
Avestar Capital, LLC | 13 | 9 | 0.01% | 0.08% | 0.21% | Q4 2017 | Q3 2023 | 28 |
BRINKER CAPITAL INC | 19 | 8 | 0.03% | 0.22% | 0.41% | Q2 2013 | Q2 2020 | 27 |
PIEDMONT INVESTMENT ADVISORS INC | 20 | 7 | 0.00% | 0.30% | 0.62% | Q2 2013 | Q1 2020 | 27 |
Empire Life Investments Inc. | 25 | 2 | 0.12% | 1.44% | 3.16% | Q4 2016 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.08% | 0.19% | 0.36% | Q1 2017 | Q3 2023 | 27 |
GLENVIEW STATE BANK TRUST DEPT. | 27 | 27 | 0.12% | 0.28% | 0.34% | Q4 2014 | Q2 2021 | 27 |
AE Wealth Management LLC | 26 | 26 | 0.00% | 0.06% | 0.17% | Q2 2017 | Q3 2023 | 27 |
North Star Investment Management Corp. | 17 | 10 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 27 |
AMF Tjanstepension AB | 22 | 5 | 0.03% | 0.57% | 0.94% | Q4 2014 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.04% | 0.07% | 0.11% | Q2 2013 | Q4 2019 | 27 |
Bristlecone Advisors, LLC | 9 | 1 | 0.03% | 0.11% | 0.36% | Q4 2015 | Q3 2023 | 27 |
GAMCO INVESTORS, INC. ET AL | 16 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 27 |
Mercer Capital Advisers, Inc. | 27 | 27 | 0.03% | 0.03% | 0.04% | Q4 2014 | Q2 2021 | 27 |
Pacific Center for Financial Services | 24 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 27 |
BFSG, LLC | 27 | 27 | 0.66% | 1.26% | 2.38% | Q1 2017 | Q3 2023 | 27 |
SAMLYN CAPITAL, LLC | 8 | 1 | 0.04% | 0.88% | 2.83% | Q1 2014 | Q4 2022 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.02% | 0.04% | 0.06% | Q1 2017 | Q3 2023 | 27 |
CHILTON CAPITAL MANAGEMENT LLC | 20 | 7 | 0.03% | 0.86% | 1.52% | Q2 2016 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q3 2023 | 27 |
EP Wealth Advisors, LLC | 23 | 4 | 0.02% | 0.90% | 1.68% | Q4 2016 | Q3 2023 | 27 |
Triangle Securities Wealth Management | 26 | 1 | 0.03% | 0.21% | 0.33% | Q2 2013 | Q3 2023 | 27 |
State of Alaska, Department of Revenue | 27 | 27 | 0.02% | 0.21% | 0.39% | Q1 2017 | Q3 2023 | 27 |
FLAGSHIP HARBOR ADVISORS, LLC | 27 | 27 | 0.09% | 0.12% | 0.18% | Q1 2017 | Q3 2023 | 27 |
Pensionfund DSM Netherlands | 25 | 2 | 0.15% | 0.56% | 1.21% | Q4 2014 | Q4 2021 | 27 |
MAI Capital Management | 27 | 27 | 0.01% | 0.03% | 0.06% | Q1 2017 | Q3 2023 | 27 |
Prospera Financial Services Inc | 26 | 1 | 0.02% | 0.06% | 0.18% | Q1 2015 | Q3 2023 | 27 |
SCOPUS ASSET MANAGEMENT, L.P. | 5 | 1 | 0.08% | 0.89% | 1.89% | Q2 2016 | Q3 2023 | 27 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 27 | 27 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q4 2019 | 27 |
Shellback Capital, LP | 11 | 1 | 0.21% | 1.64% | 5.35% | Q4 2014 | Q3 2023 | 27 |
Court Place Advisors, LLC | 27 | 27 | 0.25% | 0.44% | 0.65% | Q1 2017 | Q3 2023 | 27 |
Cribstone Capital Management, LLC | 27 | 27 | 0.02% | 0.03% | 0.05% | Q2 2016 | Q4 2022 | 27 |
AllSquare Wealth Management LLC | 25 | 2 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 27 |
FIDUCIARY MANAGEMENT INC /WI/ | 27 | 27 | 0.85% | 2.19% | 4.46% | Q1 2017 | Q3 2023 | 27 |
CLEARARC CAPITAL INC | 27 | 27 | 0.17% | 0.24% | 0.31% | Q2 2013 | Q4 2019 | 27 |
Cerity Partners LLC | 27 | 27 | 0.06% | 0.28% | 0.44% | Q1 2017 | Q3 2023 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2019 | 27 |
Lombard Odier Asset Management (Europe) Ltd | 25 | 1 | 0.03% | 0.37% | 1.57% | Q4 2014 | Q2 2022 | 26 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 7 | 1 | 0.03% | 0.32% | 1.89% | Q2 2014 | Q3 2023 | 26 |
FIRST MERCHANTS CORP | 26 | 26 | 0.13% | 0.45% | 0.87% | Q2 2017 | Q3 2023 | 26 |
IHT Wealth Management, LLC | 17 | 3 | 0.01% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.02% | 0.08% | 0.19% | Q2 2013 | Q3 2019 | 26 |
King Wealth Management Group | 21 | 5 | 0.06% | 0.53% | 2.71% | Q2 2013 | Q3 2023 | 26 |
Strategic Financial Services, Inc, | 26 | 26 | 0.09% | 0.38% | 0.81% | Q2 2017 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.11% | 0.24% | 0.61% | Q3 2016 | Q3 2023 | 26 |
GREEN VALLEY INVESTORS LLC | 26 | 26 | 2.08% | 3.29% | 4.65% | Q2 2013 | Q3 2019 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.06% | 0.24% | 1.88% | Q2 2013 | Q3 2019 | 26 |
TIVERTON ASSET MANAGEMENT LLC | 26 | 26 | 0.51% | 0.80% | 1.20% | Q2 2013 | Q3 2019 | 26 |
Perpetual Ltd | 10 | 3 | 0.01% | 0.16% | 0.63% | Q1 2013 | Q3 2023 | 26 |
Greystone Managed Investments Inc. | 26 | 26 | 0.43% | 0.59% | 0.85% | Q2 2013 | Q3 2019 | 26 |
Avior Wealth Management, LLC | 19 | 7 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 26 |
BOSTON ADVISORS LLC | 26 | 26 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2019 | 26 |
Alyeska Investment Group, L.P. | 16 | 1 | 0.00% | 0.54% | 1.13% | Q1 2016 | Q1 2023 | 26 |
HighPoint Advisor Group LLC | 25 | 1 | 0.08% | 0.20% | 1.03% | Q3 2015 | Q2 2022 | 26 |
Lee Financial Co | 26 | 26 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 26 |
OAK RIDGE INVESTMENTS LLC | 19 | 7 | 0.02% | 0.09% | 0.21% | Q2 2013 | Q4 2021 | 26 |
CAMDEN NATIONAL BANK | 26 | 26 | 1.24% | 1.59% | 1.99% | Q2 2017 | Q3 2023 | 26 |
Turtle Creek Asset Management | 26 | 26 | 0.02% | 2.44% | 6.00% | Q1 2015 | Q2 2021 | 26 |
MASTRAPASQUA ASSET MANAGEMENT INC | 19 | 7 | 0.17% | 0.36% | 0.88% | Q4 2015 | Q3 2023 | 26 |
Vident Investment Advisory, LLC | 24 | 2 | 0.00% | 0.06% | 0.22% | Q2 2015 | Q2 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2019 | 26 |
Municipal Employees' Retirement System of Michigan | 20 | 6 | 0.03% | 0.10% | 0.19% | Q3 2013 | Q1 2020 | 26 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 22 | 1 | 0.01% | 2.62% | 4.73% | Q2 2013 | Q4 2020 | 26 |
Israel Discount Bank of New York | 17 | 9 | 0.06% | 0.34% | 0.56% | Q1 2017 | Q3 2023 | 26 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 25 | 1 | 0.03% | 0.37% | 0.80% | Q1 2017 | Q3 2023 | 26 |
MADISON INVESTMENT HOLDINGS INC | 26 | 26 | 0.14% | 1.01% | 2.44% | Q2 2013 | Q3 2019 | 26 |
St. James Investment Company, LLC | 23 | 3 | 0.04% | 2.03% | 5.59% | Q2 2014 | Q2 2023 | 26 |
PRENTISS SMITH & CO INC | 22 | 4 | 0.05% | 0.09% | 0.16% | Q2 2013 | Q4 2019 | 26 |
Independent Advisor Alliance | 25 | 25 | 0.02% | 0.09% | 0.21% | Q3 2017 | Q3 2023 | 25 |
Sonora Investment Management, LLC | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2021 | 25 |
CADENCE CAPITAL MANAGEMENT LLC | 20 | 5 | 0.02% | 0.16% | 0.47% | Q1 2013 | Q2 2019 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.00% | 0.06% | 0.16% | Q1 2016 | Q1 2022 | 25 |
BUCKINGHAM CAPITAL MANAGEMENT INC | 20 | 5 | 0.46% | 1.27% | 2.19% | Q2 2013 | Q3 2019 | 25 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 25 | 25 | 0.40% | 0.59% | 0.95% | Q3 2017 | Q3 2023 | 25 |
BRISTOL JOHN W & CO INC /NY/ | 25 | 25 | 1.48% | 2.11% | 2.76% | Q3 2017 | Q3 2023 | 25 |
Giverny Capital | 25 | 25 | 0.02% | 0.06% | 0.21% | Q3 2017 | Q3 2023 | 25 |
NOVARE CAPITAL MANAGEMENT LLC | 25 | 25 | 0.26% | 1.12% | 1.85% | Q3 2017 | Q3 2023 | 25 |
Kingsview Wealth Management, LLC | 14 | 6 | 0.00% | 0.16% | 0.30% | Q3 2018 | Q3 2023 | 25 |
SIMON QUICK ADVISORS, LLC | 22 | 3 | 0.01% | 0.05% | 0.42% | Q4 2016 | Q3 2023 | 25 |
Weiss Multi-Strategy Advisers LLC | 6 | 1 | 0.01% | 0.19% | 0.86% | Q3 2013 | Q2 2023 | 25 |
Dynamic Technology Lab Private Ltd | 7 | 1 | 0.03% | 0.20% | 0.43% | Q4 2012 | Q3 2023 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.04% | 0.08% | 0.38% | Q2 2013 | Q2 2019 | 25 |
TIAA, FSB | 25 | 25 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q2 2023 | 25 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 25 |
Lido Advisors, LLC | 25 | 25 | 0.01% | 0.04% | 0.09% | Q3 2017 | Q3 2023 | 25 |
Voya Financial Advisors, Inc. | 25 | 25 | 0.03% | 0.05% | 0.08% | Q1 2015 | Q1 2021 | 25 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 11 | 2 | 0.01% | 0.62% | 2.41% | Q2 2013 | Q3 2023 | 25 |
K2 PRINCIPAL FUND, L.P. | 8 | 3 | 0.03% | 0.30% | 2.01% | Q4 2014 | Q2 2020 | 25 |
Select Equity Group, L.P. | 10 | 5 | 0.04% | 0.29% | 0.67% | Q4 2013 | Q1 2021 | 25 |
Cascade Investment Advisors, Inc. | 23 | 1 | 0.04% | 0.06% | 0.10% | Q2 2016 | Q1 2023 | 25 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.01% | 0.04% | 0.10% | Q3 2017 | Q3 2023 | 25 |
Newman Dignan & Sheerar, Inc. | 25 | 25 | 0.02% | 0.18% | 0.30% | Q3 2017 | Q3 2023 | 25 |
MONTAG A & ASSOCIATES INC | 24 | 1 | 0.36% | 0.60% | 1.02% | Q3 2015 | Q3 2023 | 25 |
abrdn plc | 25 | 25 | 0.52% | 0.76% | 1.11% | Q3 2017 | Q3 2023 | 25 |
Blume Capital Management, Inc. | 25 | 25 | 0.01% | 0.19% | 1.76% | Q3 2017 | Q3 2023 | 25 |
WILLIAMS JONES & ASSOCIATES LLC | 25 | 25 | 0.28% | 0.96% | 1.86% | Q2 2013 | Q2 2019 | 25 |
Harrington Investments, INC | 25 | 25 | 1.35% | 1.68% | 2.16% | Q3 2017 | Q3 2023 | 25 |
Bridgewater Associates | 9 | 2 | 0.01% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 25 |
Advisors Capital Management, LLC | 25 | 25 | 0.87% | 1.12% | 1.35% | Q3 2017 | Q3 2023 | 25 |
OppenheimerFunds, Inc. | 25 | 25 | 0.04% | 0.21% | 0.50% | Q1 2013 | Q1 2019 | 25 |
NORTHSTAR INVESTMENT ADVISORS LLC | 25 | 25 | 0.07% | 0.11% | 0.16% | Q2 2013 | Q2 2019 | 25 |
Horizon Investments, LLC | 11 | 1 | 0.01% | 0.03% | 0.11% | Q4 2014 | Q3 2023 | 25 |
Assenagon Asset Management S.A. | 24 | 1 | 0.00% | 0.17% | 0.68% | Q4 2016 | Q3 2023 | 25 |
Fort Point Capital Partners LLC | 25 | 25 | 0.16% | 0.25% | 0.40% | Q3 2017 | Q3 2023 | 25 |
AUA CAPITAL MANAGEMENT, LLC | 25 | 25 | 0.08% | 0.14% | 0.21% | Q4 2016 | Q4 2022 | 25 |
Slow Capital, Inc. | 24 | 24 | 0.44% | 0.80% | 1.23% | Q4 2017 | Q3 2023 | 24 |
BAR HARBOR WEALTH MANAGEMENT | 14 | 4 | 0.02% | 0.20% | 0.67% | Q4 2015 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.08% | 0.15% | 0.21% | Q2 2013 | Q1 2019 | 24 |
WRIGHT INVESTORS SERVICE INC | 16 | 1 | 0.15% | 0.33% | 0.46% | Q2 2013 | Q4 2021 | 24 |
Cornell Pochily Investment Advisors, Inc. | 24 | 24 | 0.09% | 0.17% | 0.28% | Q4 2017 | Q3 2023 | 24 |
Stokes Capital Advisors, LLC | 24 | 24 | 1.58% | 2.21% | 3.19% | Q4 2017 | Q3 2023 | 24 |
Rossmore Private Capital | 24 | 24 | 0.15% | 0.24% | 0.41% | Q4 2017 | Q3 2023 | 24 |
PIN OAK INVESTMENT ADVISORS INC | 24 | 24 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2023 | 24 |
CNB Bank | 24 | 24 | 0.01% | 0.16% | 0.42% | Q4 2017 | Q3 2023 | 24 |
GUYASUTA INVESTMENT ADVISORS INC | 24 | 24 | 0.03% | 0.08% | 1.04% | Q4 2017 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
180 WEALTH ADVISORS, LLC | 24 | 24 | 0.08% | 0.29% | 0.69% | Q4 2017 | Q3 2023 | 24 |
Zurich Insurance Group Ltd/FI | 23 | 1 | 0.16% | 0.54% | 2.00% | Q3 2015 | Q3 2023 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.36% | 0.76% | 1.18% | Q4 2017 | Q3 2023 | 24 |
TRUST CO OF VIRGINIA /VA | 24 | 24 | 0.48% | 1.06% | 1.51% | Q4 2017 | Q3 2023 | 24 |
Banco de Sabadell, S.A | 24 | 24 | 0.12% | 0.87% | 1.92% | Q4 2017 | Q3 2023 | 24 |
THORNBURG INVESTMENT MANAGEMENT INC | 15 | 9 | 0.09% | 0.45% | 0.98% | Q2 2017 | Q3 2023 | 24 |
NICOLET BANKSHARES INC | 19 | 1 | 0.09% | 0.16% | 0.38% | Q1 2016 | Q3 2023 | 24 |
Bigelow Investment Advisors, LLC | 24 | 24 | 0.30% | 0.41% | 0.65% | Q4 2017 | Q3 2023 | 24 |
CIM INVESTMENT MANAGEMENT INC | 10 | 3 | 0.11% | 0.28% | 0.49% | Q2 2013 | Q1 2022 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.90% | 1.25% | 1.52% | Q4 2017 | Q3 2023 | 24 |
Kovack Advisors, Inc. | 21 | 1 | 0.02% | 0.08% | 0.26% | Q2 2016 | Q3 2023 | 24 |
IFG Advisory, LLC | 24 | 24 | 0.09% | 0.23% | 0.34% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.06% | 0.08% | 0.12% | Q4 2017 | Q3 2023 | 24 |
Lester Murray Antman dba SimplyRich | 24 | 24 | 0.50% | 0.69% | 1.01% | Q4 2017 | Q3 2023 | 24 |
Steinberg Global Asset Management | 24 | 24 | 0.08% | 0.17% | 0.26% | Q2 2013 | Q1 2019 | 24 |
Sawyer & Company, Inc | 24 | 24 | 2.18% | 2.93% | 3.52% | Q4 2017 | Q3 2023 | 24 |
Verdence Capital Advisors LLC | 24 | 24 | 0.04% | 0.14% | 0.75% | Q4 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.13% | 0.19% | 0.26% | Q2 2013 | Q1 2019 | 24 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 19 | 1 | 0.01% | 0.42% | 0.89% | Q3 2013 | Q1 2021 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.00% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 24 |
Holocene Advisors, LP | 24 | 24 | 0.18% | 1.30% | 3.14% | Q4 2017 | Q3 2023 | 24 |
Achmea Investment Management B.V. | 12 | 5 | 0.09% | 0.28% | 0.64% | Q1 2017 | Q3 2023 | 24 |
Fortis Advisors, LLC | 12 | 12 | 0.01% | 0.05% | 0.10% | Q3 2017 | Q3 2023 | 24 |
FORVIS Wealth Advisors, LLC | 16 | 4 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 24 |
LEVEL FOUR ADVISORY SERVICES, LLC | 24 | 24 | 0.02% | 0.08% | 0.22% | Q4 2017 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.07% | 0.16% | 0.33% | Q4 2017 | Q3 2023 | 24 |
First Bank & Trust | 23 | 1 | 0.03% | 0.26% | 0.57% | Q4 2016 | Q3 2023 | 24 |
Montecito Bank & Trust | 22 | 2 | 0.03% | 0.08% | 0.12% | Q3 2016 | Q4 2023 | 24 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 1.46% | 1.88% | 2.15% | Q2 2013 | Q1 2019 | 24 |
Schonfeld Strategic Advisors LLC | 11 | 1 | 0.00% | 0.19% | 0.67% | Q2 2016 | Q3 2023 | 24 |
Klingman & Associates, LLC | 24 | 24 | 0.06% | 0.10% | 0.17% | Q4 2017 | Q3 2023 | 24 |
Artisan Partners Limited Partnership | 8 | 5 | 0.01% | 0.14% | 0.74% | Q3 2013 | Q3 2023 | 24 |
Northwest Bancshares, Inc. | 24 | 24 | 0.12% | 0.91% | 1.30% | Q4 2017 | Q3 2023 | 24 |
GIRARD PARTNERS LTD. | 14 | 1 | 0.04% | 0.27% | 0.82% | Q1 2017 | Q3 2023 | 24 |
CMH Wealth Management LLC | 24 | 24 | 1.10% | 1.57% | 2.24% | Q4 2017 | Q3 2023 | 24 |
Proficio Capital Partners LLC | 15 | 4 | 0.01% | 0.04% | 0.09% | Q4 2015 | Q3 2023 | 24 |
SASCO CAPITAL INC / CT/ | 24 | 24 | 1.73% | 3.33% | 4.93% | Q2 2013 | Q1 2019 | 24 |
FIRST HAWAIIAN BANK | 21 | 3 | 0.07% | 0.13% | 0.28% | Q2 2013 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.00% | 0.06% | 0.12% | Q4 2017 | Q3 2023 | 24 |
Pensionfund Sabic | 24 | 24 | 0.41% | 0.66% | 1.29% | Q1 2015 | Q4 2020 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.15% | 0.19% | 0.23% | Q4 2017 | Q3 2023 | 24 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 24 | 24 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 24 |
South Dakota Investment Council | 24 | 24 | 0.01% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 24 |
PLIMOTH TRUST CO LLC | 24 | 24 | 0.33% | 0.48% | 0.66% | Q4 2017 | Q3 2023 | 24 |
Cipher Capital LP | 7 | 1 | 0.05% | 0.37% | 0.90% | Q3 2013 | Q3 2023 | 24 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 13 | 2 | 0.07% | 0.10% | 0.16% | Q4 2014 | Q2 2023 | 24 |
FIRST NATIONAL BANK OF OMAHA | 24 | 24 | 0.13% | 0.76% | 1.11% | Q4 2017 | Q3 2023 | 24 |
FRED ALGER MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.11% | 0.34% | Q2 2013 | Q1 2023 | 24 |
Private Ocean, LLC | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
SEVEN EIGHT CAPITAL, LP | 8 | 1 | 0.03% | 0.37% | 1.01% | Q4 2013 | Q3 2023 | 24 |
Geneos Wealth Management Inc. | 24 | 24 | 0.02% | 0.03% | 0.10% | Q1 2016 | Q4 2021 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.03% | 0.05% | 0.06% | Q4 2017 | Q3 2023 | 24 |
RELIANCE TRUST CO OF DELAWARE | 24 | 24 | 0.04% | 0.07% | 0.18% | Q2 2013 | Q1 2019 | 24 |
SVA Wealth Management, LLC | 24 | 24 | 0.14% | 0.27% | 0.39% | Q1 2015 | Q4 2020 | 24 |
BEACON FINANCIAL GROUP | 24 | 24 | 0.10% | 0.27% | 0.55% | Q4 2017 | Q3 2023 | 24 |
Crewe Advisors LLC | 23 | 23 | 0.02% | 0.08% | 0.20% | Q4 2017 | Q2 2023 | 23 |
Patriot Financial Group Insurance Agency, LLC | 21 | 2 | 0.01% | 0.10% | 0.17% | Q2 2017 | Q3 2023 | 23 |
Sompo Asset Management Co., Ltd. | 15 | 8 | 0.13% | 1.14% | 2.29% | Q4 2016 | Q3 2023 | 23 |
Analyst IMS Investment Management Services Ltd. | 23 | 23 | 0.08% | 0.39% | 0.81% | Q4 2014 | Q2 2020 | 23 |
CHICAGO EQUITY PARTNERS LLC | 8 | 2 | 0.01% | 0.18% | 0.99% | Q2 2013 | Q1 2020 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Penserra Capital Management LLC | 13 | 1 | 0.00% | 0.02% | 0.10% | Q4 2015 | Q3 2023 | 23 |
Winch Advisory Services, LLC | 22 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 23 |
Itau Unibanco Holding S.A. | 13 | 4 | 0.00% | 0.13% | 0.75% | Q4 2016 | Q3 2023 | 23 |
Gifford Fong Associates | 23 | 23 | 0.29% | 0.42% | 0.55% | Q1 2018 | Q3 2023 | 23 |
OMERS ADMINISTRATION Corp | 9 | 1 | 0.03% | 1.03% | 2.50% | Q1 2014 | Q3 2023 | 23 |
USS Investment Management Ltd | 14 | 9 | 0.04% | 0.28% | 1.24% | Q3 2016 | Q3 2023 | 23 |
Harvest Fund Management Co., Ltd | 12 | 2 | 0.00% | 0.06% | 0.19% | Q4 2016 | Q3 2023 | 23 |
Mutual Advisors, LLC | 23 | 23 | 0.03% | 0.05% | 0.08% | Q1 2018 | Q3 2023 | 23 |
Boston Partners | 17 | 6 | 0.00% | 0.18% | 0.38% | Q1 2017 | Q3 2023 | 23 |
Connecticut Wealth Management, LLC | 23 | 23 | 0.05% | 0.11% | 0.33% | Q1 2018 | Q3 2023 | 23 |
KING LUTHER CAPITAL MANAGEMENT CORP | 7 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 23 |
Longview Partners (Guernsey) LTD | 23 | 23 | 1.13% | 2.51% | 4.87% | Q1 2018 | Q3 2023 | 23 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA | 23 | 23 | 0.16% | 0.32% | 0.48% | Q1 2018 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.18% | 0.24% | 0.28% | Q1 2018 | Q3 2023 | 23 |
Godshalk Welsh Capital Management, Inc. | 23 | 23 | 0.44% | 0.67% | 0.98% | Q1 2018 | Q3 2023 | 23 |
CORNERSTONE ADVISORS INC | 13 | 1 | 0.00% | 0.24% | 0.50% | Q2 2013 | Q4 2021 | 23 |
CHEMICAL BANK | 20 | 3 | 0.04% | 0.12% | 0.18% | Q3 2013 | Q2 2019 | 23 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 13 | 3 | 0.00% | 0.50% | 1.78% | Q1 2017 | Q3 2023 | 23 |
DIKER MANAGEMENT LLC | 18 | 5 | 0.07% | 0.13% | 0.26% | Q1 2016 | Q4 2021 | 23 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 6 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q2 2021 | 23 |
RPg Family Wealth Advisory, LLC | 16 | 3 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q1 2022 | 23 |
Onex Canada Asset Management Inc. | 17 | 1 | 0.18% | 0.46% | 0.90% | Q4 2014 | Q3 2023 | 23 |
SCHULHOFF & CO INC | 23 | 23 | 0.12% | 0.19% | 0.29% | Q1 2018 | Q3 2023 | 23 |
Granite Investment Advisors, LLC | 23 | 23 | 1.03% | 1.74% | 2.61% | Q1 2016 | Q3 2021 | 23 |
DIAMANT ASSET MANAGEMENT, INC. | 14 | 9 | 0.17% | 1.39% | 1.88% | Q4 2017 | Q3 2023 | 23 |
Fisher Asset Management, LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 23 |
Mount Yale Investment Advisors, LLC | 23 | 23 | 0.17% | 0.35% | 0.58% | Q1 2018 | Q3 2023 | 23 |
BRIDGES INVESTMENT MANAGEMENT INC | 23 | 23 | 0.04% | 0.07% | 0.12% | Q1 2018 | Q3 2023 | 23 |
LAKE STREET ADVISORS GROUP, LLC | 17 | 6 | 0.03% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 23 |
BlueSpruce Investments, LP | 9 | 2 | 0.71% | 6.45% | 11.11% | Q2 2014 | Q2 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.01% | 0.10% | 0.27% | Q1 2018 | Q3 2023 | 23 |
Man Group plc | 23 | 23 | 0.06% | 0.21% | 0.92% | Q1 2018 | Q3 2023 | 23 |
Eagle Ridge Investment Management | 23 | 23 | 0.03% | 0.79% | 1.52% | Q1 2018 | Q3 2023 | 23 |
Dynamic Advisor Solutions LLC | 23 | 23 | 0.04% | 0.10% | 0.15% | Q1 2018 | Q3 2023 | 23 |
Mascoma Wealth Management LLC | 12 | 10 | 0.00% | 0.19% | 0.62% | Q2 2017 | Q3 2023 | 22 |
BDO Wealth Advisors, LLC | 21 | 1 | 0.00% | 0.04% | 0.10% | Q3 2017 | Q2 2023 | 22 |
GERMAN AMERICAN BANCORP, INC. | 22 | 22 | 0.06% | 0.09% | 0.16% | Q2 2018 | Q3 2023 | 22 |
Hills Bank & Trust Co | 22 | 22 | 0.35% | 0.57% | 0.92% | Q2 2018 | Q3 2023 | 22 |
LINCOLN NATIONAL CORP | 18 | 1 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q3 2023 | 22 |
Ninety One UK Ltd | 22 | 22 | 0.02% | 0.06% | 0.12% | Q3 2016 | Q4 2021 | 22 |
Integrated Wealth Concepts LLC | 22 | 22 | 0.01% | 0.03% | 0.08% | Q2 2018 | Q3 2023 | 22 |
GARDNER LEWIS ASSET MANAGEMENT L P | 12 | 1 | 0.20% | 0.80% | 1.92% | Q4 2014 | Q3 2023 | 22 |
Pathway Financial Advisors LLC | 14 | 8 | 0.07% | 0.12% | 0.16% | Q4 2017 | Q3 2023 | 22 |
TEXAS CAPITAL BANCSHARES INC/TX | 11 | 11 | 0.27% | 0.44% | 0.60% | Q2 2013 | Q3 2023 | 22 |
CHARTWELL INVESTMENT PARTNERS, LLC | 22 | 22 | 0.10% | 0.15% | 0.25% | Q2 2018 | Q3 2023 | 22 |
Chicago Capital, LLC | 22 | 22 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 22 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 22 | 22 | 0.01% | 0.04% | 0.07% | Q3 2016 | Q4 2021 | 22 |
MARATHON ASSET MANAGEMENT LLP | 22 | 22 | 0.13% | 0.65% | 1.78% | Q1 2016 | Q2 2021 | 22 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 22 | 22 | 0.07% | 0.10% | 0.16% | Q1 2014 | Q2 2019 | 22 |
CAPITAL ONE, NATIONAL ASSOCIATION | 21 | 1 | 0.04% | 0.45% | 0.69% | Q2 2013 | Q4 2019 | 22 |
Boltwood Capital Management | 22 | 22 | 0.34% | 0.48% | 0.58% | Q3 2018 | Q4 2023 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.06% | 0.10% | 0.14% | Q2 2013 | Q3 2018 | 22 |
Snowden Capital Advisors LLC | 8 | 2 | 0.01% | 0.19% | 0.41% | Q1 2016 | Q3 2023 | 22 |
COLDSTREAM CAPITAL MANAGEMENT INC | 14 | 1 | 0.02% | 0.15% | 0.31% | Q3 2016 | Q3 2023 | 22 |
Clark Capital Management Group, Inc. | 9 | 2 | 0.01% | 0.33% | 0.77% | Q2 2013 | Q1 2022 | 22 |
Cypress Capital Management LLC (WY) | 12 | 10 | 0.03% | 0.43% | 1.22% | Q4 2014 | Q2 2021 | 22 |
Columbia Asset Management | 9 | 1 | 0.04% | 0.08% | 0.16% | Q3 2014 | Q3 2023 | 22 |
SRS Capital Advisors, Inc. | 9 | 1 | 0.00% | 0.05% | 0.12% | Q4 2016 | Q3 2023 | 22 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 22 |
EVERGREEN CAPITAL MANAGEMENT LLC | 13 | 9 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 22 |
PITCAIRN CO | 17 | 5 | 0.03% | 0.09% | 0.29% | Q2 2013 | Q3 2023 | 22 |
Aevitas Wealth Management, Inc. | 21 | 21 | 0.35% | 1.17% | 2.61% | Q4 2017 | Q4 2022 | 21 |
Robeco Schweiz AG | 21 | 21 | 0.03% | 0.06% | 0.11% | Q3 2015 | Q3 2020 | 21 |
RB Capital Management, LLC | 21 | 21 | 0.14% | 0.21% | 0.31% | Q3 2018 | Q3 2023 | 21 |
Impax Asset Management Group plc | 21 | 21 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Buckley Wealth Management, LLC | 21 | 21 | 0.28% | 0.44% | 0.72% | Q3 2018 | Q3 2023 | 21 |
ATALANTA SOSNOFF CAPITAL, LLC | 11 | 4 | 0.01% | 0.92% | 1.88% | Q2 2013 | Q2 2020 | 21 |
CINCINNATI INSURANCE CO | 21 | 21 | 1.12% | 1.38% | 1.69% | Q3 2018 | Q3 2023 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.04% | 0.11% | 0.33% | Q2 2013 | Q2 2018 | 21 |
Trexquant Investment LP | 7 | 1 | 0.02% | 0.27% | 0.71% | Q4 2015 | Q3 2023 | 21 |
BAR HARBOR TRUST SERVICES | 11 | 10 | 0.00% | 0.54% | 1.79% | Q2 2013 | Q2 2022 | 21 |
ASSET ADVISORS CORP | 21 | 21 | 0.20% | 0.65% | 2.03% | Q2 2013 | Q2 2018 | 21 |
NewEdge Advisors, LLC | 19 | 1 | 0.00% | 0.04% | 0.07% | Q2 2017 | Q3 2023 | 21 |
MAVERICK CAPITAL LTD | 12 | 1 | 0.01% | 0.11% | 0.56% | Q3 2016 | Q3 2023 | 21 |
NVWM, LLC | 21 | 21 | 0.00% | 0.33% | 0.45% | Q3 2018 | Q3 2023 | 21 |
Meridian Wealth Management, LLC | 19 | 2 | 0.03% | 0.11% | 0.53% | Q1 2017 | Q3 2023 | 21 |
DUDLEY & SHANLEY, INC. | 21 | 21 | 0.58% | 4.62% | 7.83% | Q1 2018 | Q1 2023 | 21 |
FULLER & THALER ASSET MANAGEMENT, INC. | 21 | 21 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q2 2018 | 21 |
Red Cedar Capital, LLC | 21 | 21 | 0.31% | 1.21% | 1.82% | Q4 2017 | Q4 2022 | 21 |
CINCINNATI FINANCIAL CORP | 21 | 21 | 0.78% | 1.42% | 1.86% | Q3 2018 | Q3 2023 | 21 |
HERMES INVESTMENT MANAGEMENT LTD | 21 | 21 | 0.07% | 1.21% | 1.82% | Q2 2013 | Q2 2018 | 21 |
Quantitative Investment Management, LLC | 5 | 1 | 0.03% | 0.30% | 0.90% | Q2 2013 | Q3 2023 | 21 |
EXENCIAL WEALTH ADVISORS, LLC | 20 | 1 | 0.00% | 0.08% | 0.17% | Q1 2013 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.03% | 0.05% | 0.07% | Q1 2017 | Q3 2023 | 21 |
FORSTA AP-FONDEN | 17 | 4 | 0.08% | 0.22% | 0.35% | Q1 2017 | Q3 2023 | 21 |
Ifrah Financial Services, Inc. | 16 | 5 | 0.06% | 0.08% | 0.10% | Q2 2018 | Q3 2023 | 21 |
Callahan Advisors, LLC | 21 | 21 | 0.07% | 0.23% | 0.37% | Q3 2018 | Q3 2023 | 21 |
CINCINNATI CASUALTY CO | 21 | 21 | 0.97% | 1.20% | 1.56% | Q3 2018 | Q3 2023 | 21 |
United Bank | 21 | 21 | 0.38% | 0.53% | 0.64% | Q3 2018 | Q3 2023 | 21 |
Summit Global Investments | 13 | 4 | 0.01% | 1.20% | 2.86% | Q4 2016 | Q3 2023 | 21 |
GENEVA CAPITAL MANAGEMENT LLC | 15 | 6 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 21 |
Van Leeuwen & Company, LLC | 21 | 21 | 1.34% | 2.17% | 3.19% | Q3 2018 | Q3 2023 | 21 |
Strategic Wealth Partners, Ltd. | 11 | 10 | 0.09% | 0.57% | 1.18% | Q4 2017 | Q1 2023 | 21 |
Quantbot Technologies LP | 4 | 1 | 0.01% | 0.34% | 1.26% | Q2 2013 | Q3 2023 | 21 |
JNBA Financial Advisors | 19 | 1 | 0.00% | 0.01% | 0.09% | Q3 2016 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.02% | 0.06% | 0.15% | Q3 2018 | Q3 2023 | 21 |
ETF MANAGERS GROUP, LLC | 12 | 1 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q1 2023 | 21 |
SRB CORP | 7 | 1 | 0.02% | 0.03% | 0.09% | Q3 2014 | Q3 2022 | 21 |
Belpointe Asset Management LLC | 20 | 1 | 0.03% | 0.09% | 0.16% | Q2 2018 | Q3 2023 | 21 |
Asset Advisors Investment Management, LLC | 21 | 21 | 0.20% | 0.26% | 0.35% | Q3 2018 | Q3 2023 | 21 |
CINCINNATI INDEMNITY CO | 21 | 21 | 4.11% | 5.03% | 6.35% | Q3 2018 | Q3 2023 | 21 |
GUARDIAN CAPITAL LP | 20 | 1 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q3 2023 | 21 |
Spectrum Management Group, LLC | 19 | 2 | 0.00% | 0.18% | 0.43% | Q4 2013 | Q3 2020 | 21 |
BOOTHBAY FUND MANAGEMENT, LLC | 9 | 1 | 0.01% | 0.04% | 0.12% | Q2 2016 | Q3 2023 | 21 |
ICON ADVISERS INC/CO | 12 | 1 | 0.02% | 0.09% | 0.40% | Q2 2013 | Q2 2020 | 21 |
CAPE COD FIVE CENTS SAVINGS BANK | 21 | 21 | 0.24% | 0.48% | 0.73% | Q3 2018 | Q3 2023 | 21 |
NumerixS Investment Technologies Inc | 16 | 2 | 0.05% | 0.27% | 0.70% | Q4 2014 | Q2 2020 | 21 |
PROFFITT & GOODSON INC | 21 | 21 | 0.00% | 0.17% | 0.31% | Q3 2018 | Q3 2023 | 21 |
Bedel Financial Consulting, Inc. | 17 | 4 | 0.02% | 0.04% | 0.06% | Q1 2018 | Q2 2023 | 21 |
Sunbelt Securities, Inc. | 14 | 1 | 0.11% | 0.23% | 0.72% | Q4 2016 | Q3 2023 | 21 |
Institute for Wealth Management, LLC. | 19 | 1 | 0.06% | 0.10% | 0.13% | Q2 2017 | Q3 2023 | 21 |
ZACKS INVESTMENT MANAGEMENT | 7 | 1 | 0.01% | 0.09% | 0.20% | Q2 2013 | Q3 2023 | 21 |
Laurel Grove Capital, LLC | 21 | 21 | 0.14% | 0.42% | 0.69% | Q3 2013 | Q3 2018 | 21 |
Eukles Asset Management | 20 | 20 | 1.37% | 1.63% | 1.96% | Q4 2018 | Q3 2023 | 20 |
West Oak Capital, LLC | 16 | 4 | 0.01% | 0.25% | 0.43% | Q2 2013 | Q1 2019 | 20 |
FINANCIAL CONSULATE, INC | 20 | 20 | 0.14% | 0.24% | 0.56% | Q2 2018 | Q1 2023 | 20 |
Farmers & Merchants Trust Co of Long Beach | 20 | 20 | 0.40% | 0.55% | 0.65% | Q4 2018 | Q3 2023 | 20 |
TrinityPoint Wealth, LLC | 20 | 20 | 0.18% | 0.31% | 0.58% | Q4 2018 | Q3 2023 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.21% | 0.25% | 0.29% | Q2 2013 | Q1 2018 | 20 |
GABELLI FUNDS LLC | 16 | 1 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q4 2019 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.04% | 0.12% | 0.16% | Q4 2018 | Q3 2023 | 20 |
OAKBROOK INVESTMENTS LLC | 12 | 1 | 0.05% | 0.26% | 0.40% | Q2 2013 | Q4 2019 | 20 |
Executive Wealth Management, LLC | 20 | 20 | 0.00% | 0.12% | 0.26% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Connor, Clark & Lunn Investment Management Ltd. | 9 | 1 | 0.00% | 0.07% | 0.19% | Q1 2014 | Q1 2023 | 20 |
BROOKS, MOORE & ASSOCIATES, INC. | 20 | 20 | 0.36% | 0.51% | 0.82% | Q4 2018 | Q3 2023 | 20 |
Peachtree Investment Partners, LLC | 20 | 20 | 1.64% | 2.55% | 3.56% | Q4 2018 | Q3 2023 | 20 |
Ellis Investment Partners, LLC | 20 | 20 | 0.16% | 0.21% | 0.24% | Q4 2018 | Q3 2023 | 20 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 12 | 8 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.02% | 0.09% | 0.14% | Q4 2015 | Q3 2020 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.03% | 0.09% | 0.14% | Q4 2018 | Q3 2023 | 20 |
Sterling Investment Advisors, Ltd. | 19 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2022 | 20 |
Transform Wealth, LLC | 11 | 4 | 0.16% | 0.69% | 1.04% | Q2 2016 | Q3 2023 | 20 |
A.R.T. Advisors, LLC | 17 | 1 | 0.03% | 0.26% | 0.63% | Q2 2014 | Q3 2019 | 20 |
Hardy Reed LLC | 20 | 20 | 0.08% | 0.11% | 0.15% | Q4 2018 | Q3 2023 | 20 |
DORCHESTER WEALTH MANAGEMENT Co | 20 | 20 | 0.10% | 0.15% | 0.26% | Q4 2018 | Q3 2023 | 20 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 10 | 1 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 20 |
Csenge Advisory Group | 15 | 5 | 0.05% | 0.10% | 0.24% | Q3 2017 | Q3 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.07% | 0.15% | 0.43% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.02% | 0.04% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.01% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.03% | 0.11% | Q4 2018 | Q3 2023 | 20 |
MISSION WEALTH MANAGEMENT, LP | 19 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 20 |
Marquette Asset Management, LLC | 15 | 2 | 0.00% | 0.08% | 0.13% | Q2 2013 | Q2 2022 | 20 |
Ellevest, Inc. | 20 | 20 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
AMERICAN NATIONAL BANK | 10 | 3 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 20 |
Personal Capital Advisors Corp | 20 | 20 | 0.01% | 0.04% | 0.08% | Q1 2018 | Q4 2022 | 20 |
M Holdings Securities, Inc. | 12 | 1 | 0.03% | 0.11% | 0.92% | Q3 2014 | Q2 2023 | 20 |
SWARTHMORE GROUP INC | 10 | 10 | 0.04% | 1.70% | 3.78% | Q2 2013 | Q4 2021 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.41% | 0.50% | 0.61% | Q4 2018 | Q3 2023 | 20 |
Kinneret Advisory, LLC | 20 | 20 | 0.09% | 0.12% | 0.17% | Q4 2018 | Q3 2023 | 20 |
REGENTATLANTIC CAPITAL LLC | 15 | 1 | 0.01% | 0.03% | 0.07% | Q3 2013 | Q3 2022 | 20 |
Claro Advisors LLC | 20 | 20 | 0.11% | 0.22% | 0.36% | Q4 2018 | Q3 2023 | 20 |
WealthTrust-Arizona, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2018 | 20 |
Legacy Bridge, LLC | 20 | 20 | 0.26% | 0.36% | 0.48% | Q4 2018 | Q3 2023 | 20 |
Autus Asset Management, LLC | 20 | 20 | 0.66% | 1.21% | 1.82% | Q1 2018 | Q4 2022 | 20 |
Wambolt & Associates, LLC | 20 | 20 | 0.17% | 0.28% | 0.48% | Q4 2018 | Q3 2023 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.06% | 0.10% | 0.16% | Q1 2013 | Q4 2017 | 20 |
Vectors Research Management, LLC | 19 | 1 | 0.31% | 0.48% | 0.67% | Q3 2018 | Q3 2023 | 20 |
BTG Pactual Global Asset Management Ltd | 9 | 2 | 0.14% | 0.54% | 2.77% | Q1 2014 | Q3 2023 | 20 |
Interval Partners, LP | 5 | 1 | 0.02% | 0.96% | 3.57% | Q2 2015 | Q3 2023 | 20 |
Mariner Wealth Advisors-Cincinnati, LLC | 12 | 8 | 1.11% | 1.92% | 2.89% | Q2 2013 | Q3 2018 | 20 |
STEVENS CAPITAL MANAGEMENT LP | 4 | 1 | 0.03% | 0.66% | 1.66% | Q2 2013 | Q3 2023 | 20 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 4 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q4 2022 | 20 |
BOSTON FAMILY OFFICE LLC | 20 | 20 | 0.03% | 0.06% | 0.16% | Q4 2018 | Q3 2023 | 20 |
DENVER INVESTMENT ADVISORS LLC | 20 | 20 | 0.08% | 0.14% | 0.23% | Q2 2013 | Q1 2018 | 20 |
COMMUNITY TRUST & INVESTMENT CO | 20 | 20 | 0.51% | 1.63% | 2.40% | Q4 2018 | Q3 2023 | 20 |
Prime Capital Investment Advisors, LLC | 14 | 6 | 0.01% | 0.04% | 0.20% | Q2 2018 | Q3 2023 | 20 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 16 | 4 | 0.02% | 0.24% | 0.69% | Q1 2013 | Q1 2018 | 20 |
Windsor Wealth Management, Inc. | 16 | 4 | 0.04% | 0.20% | 0.30% | Q2 2018 | Q3 2023 | 20 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.20% | 0.99% | Q1 2015 | Q3 2023 | 20 |
MEANS INVESTMENT CO., INC. | 20 | 20 | 0.17% | 0.35% | 0.58% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.02% | 0.06% | Q4 2017 | Q3 2022 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.03% | 0.52% | Q3 2017 | Q2 2022 | 20 |
BECK CAPITAL MANAGEMENT, LLC | 14 | 1 | 0.16% | 0.70% | 1.82% | Q4 2013 | Q4 2019 | 19 |
Marshall Wace North America L.P. | 13 | 1 | 0.01% | 0.19% | 0.75% | Q3 2013 | Q3 2021 | 19 |
Fieldpoint Private Securities, LLC | 11 | 1 | 0.03% | 0.20% | 0.55% | Q1 2017 | Q2 2022 | 19 |
CX Institutional | 10 | 1 | 0.00% | 0.11% | 0.52% | Q2 2018 | Q3 2023 | 19 |
WRAPMANAGER INC | 9 | 4 | 0.07% | 0.12% | 0.17% | Q2 2016 | Q3 2023 | 19 |
New World Advisors LLC | 10 | 9 | 67.27% | 83.55% | 97.03% | Q4 2018 | Q3 2023 | 19 |
Vestmark Advisory Solutions, Inc. | 19 | 19 | 0.04% | 0.14% | 0.43% | Q1 2019 | Q3 2023 | 19 |
WEALTHSOURCE PARTNERS, LLC | 13 | 1 | 0.03% | 0.05% | 0.08% | Q1 2017 | Q3 2023 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.02% | 0.06% | 0.17% | Q1 2019 | Q3 2023 | 19 |
Cable Hill Partners, LLC | 18 | 1 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 19 |
ClariVest Asset Management LLC | 8 | 1 | 0.00% | 0.18% | 0.98% | Q2 2013 | Q3 2023 | 19 |
X-Square Capital, LLC | 19 | 19 | 0.23% | 0.66% | 0.96% | Q3 2018 | Q1 2023 | 19 |
Lenox Wealth Advisors, LLC | 18 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q1 2022 | 19 |
Stanley-Laman Group, Ltd. | 19 | 19 | 0.05% | 0.36% | 0.69% | Q1 2019 | Q3 2023 | 19 |
Redpoint Investment Management Pty Ltd | 12 | 7 | 0.14% | 0.21% | 0.30% | Q4 2017 | Q3 2022 | 19 |
GHP Investment Advisors, Inc. | 19 | 19 | 0.11% | 0.44% | 0.73% | Q1 2019 | Q3 2023 | 19 |
Perkins Coie Trust Co | 17 | 1 | 0.00% | 1.20% | 1.79% | Q4 2013 | Q3 2023 | 19 |
Realta Investment Advisors | 19 | 19 | 0.06% | 0.15% | 0.52% | Q1 2019 | Q3 2023 | 19 |
First Personal Financial Services | 15 | 2 | 0.00% | 0.03% | 0.10% | Q3 2015 | Q3 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.12% | 0.19% | 0.31% | Q4 2018 | Q3 2023 | 19 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 19 | 19 | 0.01% | 0.03% | 0.06% | Q1 2014 | Q3 2018 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 1.01% | 1.75% | 2.10% | Q3 2018 | Q3 2023 | 19 |
Centric Wealth Management | 15 | 4 | 0.65% | 0.98% | 1.67% | Q4 2018 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.02% | 0.05% | 0.12% | Q1 2019 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Archford Capital Strategies, LLC | 13 | 6 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2019 | 19 |
WEALTHFRONT Corp | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2018 | 19 |
BRIGHTON JONES LLC | 19 | 19 | 0.02% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 19 |
Colonial Trust Advisors | 19 | 19 | 0.47% | 0.62% | 0.85% | Q1 2019 | Q3 2023 | 19 |
EXANE DERIVATIVES | 16 | 1 | 0.00% | 0.07% | 0.63% | Q1 2017 | Q1 2022 | 19 |
Insight Wealth Strategies, LLC | 19 | 19 | 0.05% | 0.08% | 0.13% | Q1 2019 | Q3 2023 | 19 |
CLEAR STREET MARKETS LLC | 5 | 1 | 0.00% | 0.03% | 0.10% | Q3 2013 | Q2 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.03% | 0.07% | 0.11% | Q4 2017 | Q2 2022 | 19 |
OPTIMUM INVESTMENT ADVISORS | 15 | 3 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q4 2022 | 19 |
OSSIAM | 10 | 9 | 0.00% | 0.17% | 0.61% | Q4 2018 | Q3 2023 | 19 |
CSU Producer Resources, Inc. | 19 | 19 | 0.09% | 0.12% | 0.17% | Q1 2019 | Q3 2023 | 19 |
Goelzer Investment Management, Inc. | 19 | 19 | 0.24% | 0.46% | 0.62% | Q1 2019 | Q3 2023 | 19 |
Ruane, Cunniff & Goldfarb | 19 | 19 | 4.75% | 8.13% | 11.17% | Q2 2013 | Q4 2017 | 19 |
ACCIDENT COMPENSATION CORP | 19 | 19 | 0.14% | 0.82% | 1.17% | Q4 2015 | Q2 2020 | 19 |
Pflug Koory, LLC | 19 | 19 | 0.02% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 19 |
BURNS J W & CO INC/NY | 19 | 19 | 0.09% | 0.18% | 0.28% | Q1 2019 | Q3 2023 | 19 |
CAPITAL COUNSEL LLC/NY | 19 | 19 | 0.03% | 0.22% | 0.84% | Q2 2013 | Q4 2017 | 19 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 19 | 19 | 0.79% | 1.48% | 2.06% | Q2 2013 | Q4 2017 | 19 |
Hudock, Inc. | 10 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2021 | 19 |
Silvant Capital Management LLC | 19 | 19 | 0.35% | 1.08% | 1.46% | Q1 2019 | Q3 2023 | 19 |
PEOPLES FINANCIAL SERVICES CORP. | 19 | 19 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11 | 3 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q4 2022 | 19 |
AMICA PENSION FUND BOARD OF TRUSTEES | 16 | 3 | 0.24% | 0.29% | 0.41% | Q2 2013 | Q4 2018 | 19 |
Broderick Brian C | 14 | 5 | 0.01% | 1.13% | 2.47% | Q3 2014 | Q3 2023 | 19 |
Enterprise Bank & Trust Co | 19 | 19 | 1.00% | 2.12% | 3.43% | Q1 2019 | Q3 2023 | 19 |
Hurlow Wealth Management Group, Inc. | 13 | 6 | 0.12% | 0.19% | 0.27% | Q4 2018 | Q3 2023 | 19 |
Covenant Partners, LLC | 19 | 19 | 0.11% | 0.16% | 0.19% | Q1 2019 | Q3 2023 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.05% | 0.24% | 0.79% | Q1 2019 | Q3 2023 | 19 |
GROUP ONE TRADING, L.P. | 9 | 2 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2022 | 19 |
MOODY LYNN & LIEBERSON, LLC | 16 | 3 | 0.03% | 0.23% | 1.76% | Q3 2015 | Q3 2023 | 19 |
BOENNING & SCATTERGOOD, INC. | 19 | 19 | 0.21% | 0.38% | 0.65% | Q2 2018 | Q4 2022 | 19 |
TLW Wealth Management, LLC | 19 | 19 | 1.88% | 3.12% | 4.58% | Q1 2019 | Q3 2023 | 19 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 14 | 1 | 0.03% | 0.04% | 0.06% | Q3 2018 | Q3 2023 | 19 |
CONNORS INVESTOR SERVICES INC | 19 | 19 | 0.96% | 1.54% | 1.91% | Q1 2019 | Q3 2023 | 19 |
Wesleyan Assurance Society | 19 | 19 | 0.67% | 0.84% | 1.10% | Q1 2019 | Q3 2023 | 19 |
Laurel Wealth Advisors, Inc. | 11 | 1 | 0.04% | 0.10% | 0.15% | Q1 2016 | Q4 2022 | 19 |
Kingfisher Capital LLC | 18 | 18 | 0.60% | 0.79% | 0.98% | Q3 2015 | Q4 2019 | 18 |
Sepio Capital, LP | 18 | 18 | 0.02% | 0.08% | 0.23% | Q1 2019 | Q2 2023 | 18 |
Symmetry Partners, LLC | 14 | 1 | 0.04% | 0.09% | 0.23% | Q4 2018 | Q4 2023 | 18 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 13 | 1 | 0.02% | 0.09% | 0.20% | Q2 2013 | Q1 2023 | 18 |
Grove Bank & Trust | 9 | 4 | 0.05% | 0.11% | 0.22% | Q4 2015 | Q3 2023 | 18 |
Cincinnati Specialty Underwriters Insurance CO | 18 | 18 | 0.83% | 1.10% | 1.25% | Q2 2019 | Q3 2023 | 18 |
Lloyds Banking Group plc | 12 | 6 | 0.16% | 1.22% | 2.07% | Q2 2013 | Q4 2018 | 18 |
FRIESS ASSOCIATES LLC | 10 | 1 | 0.01% | 1.31% | 1.87% | Q3 2014 | Q4 2019 | 18 |
Stratos Wealth Advisors, LLC | 14 | 4 | 0.04% | 0.08% | 0.21% | Q4 2018 | Q3 2023 | 18 |
PICTON MAHONEY ASSET MANAGEMENT | 11 | 1 | 0.08% | 0.30% | 0.66% | Q2 2013 | Q3 2023 | 18 |
SENTINEL ASSET MANAGEMENT, INC. | 18 | 18 | 0.49% | 0.91% | 1.26% | Q2 2013 | Q3 2017 | 18 |
Sageworth Trust Co | 14 | 2 | 0.00% | 0.07% | 0.25% | Q4 2017 | Q3 2023 | 18 |
9258 Wealth Management, LLC | 18 | 18 | 0.08% | 0.14% | 0.20% | Q2 2019 | Q3 2023 | 18 |
Cetera Investment Advisers | 12 | 3 | 0.02% | 0.06% | 0.16% | Q4 2015 | Q3 2023 | 18 |
CYPRESS CAPITAL MANAGEMENT LLC | 13 | 5 | 0.06% | 0.83% | 1.49% | Q4 2016 | Q3 2022 | 18 |
Sequoia Financial Advisors, LLC | 8 | 2 | 0.01% | 0.04% | 0.13% | Q2 2015 | Q3 2023 | 18 |
Close Asset Management Ltd | 18 | 18 | 0.00% | 0.87% | 5.41% | Q4 2016 | Q1 2021 | 18 |
Cohen Klingenstein LLC | 18 | 18 | 0.06% | 0.08% | 0.10% | Q2 2019 | Q3 2023 | 18 |
IMA Wealth, Inc. | 15 | 3 | 0.04% | 0.57% | 0.85% | Q2 2013 | Q3 2023 | 18 |
INVESTMENT HOUSE LLC | 18 | 18 | 0.06% | 0.07% | 0.09% | Q2 2019 | Q3 2023 | 18 |
McAdam, LLC | 15 | 3 | 0.01% | 0.04% | 0.07% | Q1 2018 | Q3 2023 | 18 |
MidWestOne Financial Group, Inc. | 18 | 18 | 0.06% | 0.13% | 0.29% | Q2 2019 | Q3 2023 | 18 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 14 | 4 | 0.15% | 0.34% | 1.05% | Q2 2013 | Q3 2023 | 18 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 16 | 2 | 0.06% | 0.21% | 0.40% | Q4 2017 | Q2 2023 | 18 |
CenterStar Asset Management, LLC | 5 | 1 | 0.00% | 0.18% | 0.76% | Q3 2018 | Q4 2022 | 18 |
Clarius Group, LLC | 10 | 8 | 0.08% | 0.09% | 0.10% | Q1 2019 | Q3 2023 | 18 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 18 | 18 | 0.16% | 0.20% | 0.23% | Q4 2015 | Q1 2020 | 18 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 18 | 18 | 0.12% | 0.17% | 0.27% | Q2 2013 | Q3 2017 | 18 |
Principle Wealth Partners LLC | 14 | 4 | 0.06% | 0.11% | 0.15% | Q1 2019 | Q3 2023 | 18 |
FIRST INTERSTATE BANK | 18 | 18 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q4 2019 | 18 |
Atlantic Union Bankshares Corp | 18 | 18 | 0.02% | 0.16% | 0.34% | Q2 2019 | Q3 2023 | 18 |
Camelot Portfolios, LLC | 8 | 1 | 0.09% | 0.26% | 0.62% | Q3 2014 | Q3 2023 | 18 |
NIPPON LIFE INSURANCE CO | 18 | 18 | 0.04% | 0.07% | 0.11% | Q2 2013 | Q3 2017 | 18 |
NuWave Investment Management, LLC | 8 | 2 | 0.00% | 0.30% | 1.45% | Q2 2013 | Q2 2021 | 18 |
I.G. INVESTMENT MANAGEMENT, LTD. | 18 | 18 | 0.01% | 0.21% | 0.50% | Q2 2013 | Q3 2017 | 18 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 10 | 8 | 0.19% | 0.30% | 0.41% | Q3 2013 | Q1 2018 | 18 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 18 | 18 | 0.70% | 1.02% | 1.59% | Q2 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2017 | 18 |
Roble, Belko & Company, Inc | 18 | 18 | 1.15% | 1.57% | 1.82% | Q2 2019 | Q3 2023 | 18 |
DELTA FINANCIAL ADVISORS LLC | 18 | 18 | 1.64% | 2.13% | 2.51% | Q2 2019 | Q3 2023 | 18 |
Virtu KCG Holdings LLC | 16 | 16 | 0.00% | 0.03% | 0.13% | Q3 2013 | Q2 2017 | 18 |
Qtron Investments LLC | 18 | 18 | 0.14% | 0.24% | 0.32% | Q2 2019 | Q3 2023 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q1 2021 | 18 |
Legacy Financial Advisors, Inc. | 9 | 1 | 0.05% | 0.16% | 0.38% | Q4 2017 | Q3 2023 | 18 |
Harel Insurance Investments & Financial Services Ltd. | 17 | 1 | 0.00% | 0.03% | 0.10% | Q2 2016 | Q3 2023 | 18 |
Meridian Wealth Advisors, LLC | 17 | 1 | 0.00% | 0.16% | 0.31% | Q4 2018 | Q3 2023 | 18 |
MIDWEST INVESTMENT MANAGEMENT LLC | 18 | 18 | 1.32% | 2.52% | 3.26% | Q2 2013 | Q3 2017 | 18 |
Aries Wealth Management | 12 | 6 | 0.18% | 0.25% | 0.38% | Q1 2019 | Q3 2023 | 18 |
Knuff & Co LLC | 17 | 1 | 0.00% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.06% | 0.12% | 0.19% | Q2 2013 | Q3 2017 | 18 |
DOCK STREET ASSET MANAGEMENT INC | 18 | 18 | 2.28% | 6.83% | 12.96% | Q2 2013 | Q3 2017 | 18 |
Detwiler Fenton Investment Management LLC | 15 | 1 | 0.22% | 2.80% | 5.33% | Q2 2010 | Q4 2015 | 18 |
Signature Wealth Management Group | 12 | 1 | 0.00% | 0.60% | 0.89% | Q4 2017 | Q2 2023 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q3 2014 | 18 |
MBM Wealth Consultants, LLC | 18 | 18 | 0.05% | 0.09% | 0.28% | Q4 2018 | Q1 2023 | 18 |
Hudson Bay Capital Management LP | 9 | 1 | 0.01% | 0.05% | 0.12% | Q3 2016 | Q2 2023 | 18 |
MGO ONE SEVEN LLC | 15 | 1 | 0.04% | 0.07% | 0.10% | Q4 2017 | Q3 2023 | 18 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 1.19% | 1.43% | 1.73% | Q3 2019 | Q3 2023 | 17 |
Pinnacle Wealth Planning Services, Inc. | 17 | 17 | 0.06% | 0.11% | 0.19% | Q3 2019 | Q3 2023 | 17 |
Strategic Advisors LLC | 16 | 1 | 0.03% | 0.70% | 1.82% | Q2 2013 | Q4 2021 | 17 |
Legg Mason Asset Management (Japan) Co., Ltd. | 13 | 4 | 0.46% | 0.74% | 0.92% | Q2 2013 | Q1 2020 | 17 |
EVOKE WEALTH, LLC | 17 | 17 | 0.01% | 0.13% | 0.25% | Q3 2019 | Q3 2023 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.24% | 0.83% | 1.76% | Q2 2013 | Q2 2017 | 17 |
Natixis Investment Managers International | 12 | 2 | 0.01% | 0.07% | 0.30% | Q4 2014 | Q2 2022 | 17 |
ALERUS FINANCIAL NA | 15 | 2 | 0.06% | 0.14% | 0.32% | Q2 2016 | Q2 2021 | 17 |
Keystone Financial Group | 12 | 2 | 0.04% | 0.18% | 0.29% | Q4 2017 | Q3 2023 | 17 |
Bull Street Advisors, LLC | 17 | 17 | 2.18% | 2.82% | 3.53% | Q3 2019 | Q3 2023 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.05% | 0.10% | 0.16% | Q1 2018 | Q1 2022 | 17 |
ROTHSCHILD INVESTMENT LLC /IL | 14 | 3 | 0.23% | 0.57% | 0.69% | Q2 2013 | Q1 2022 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.00% | 0.05% | 0.11% | Q2 2019 | Q2 2023 | 17 |
River Wealth Advisors LLC | 14 | 3 | 0.02% | 0.32% | 0.95% | Q2 2018 | Q3 2023 | 17 |
SEEYOND | 17 | 17 | 0.06% | 0.17% | 0.27% | Q4 2018 | Q4 2022 | 17 |
SPINNAKER TRUST | 15 | 2 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 17 |
NATIONAL PLANNING CORP | 17 | 17 | 0.02% | 0.04% | 0.05% | Q3 2013 | Q3 2017 | 17 |
BTR CAPITAL MANAGEMENT INC | 10 | 1 | 0.02% | 0.10% | 0.19% | Q3 2015 | Q3 2022 | 17 |
Pendal Group Ltd | 17 | 17 | 0.01% | 0.89% | 1.73% | Q2 2017 | Q2 2021 | 17 |
STEWART & PATTEN CO LLC | 6 | 2 | 0.04% | 0.05% | 0.08% | Q1 2017 | Q3 2023 | 17 |
Diversified Trust Co | 17 | 17 | 0.01% | 0.06% | 0.12% | Q4 2019 | Q4 2023 | 17 |
Jacobsen Capital Management | 14 | 3 | 0.28% | 0.66% | 0.92% | Q2 2019 | Q3 2023 | 17 |
Global Wealth Management Investment Advisory, Inc. | 15 | 2 | 0.01% | 0.04% | 0.30% | Q4 2018 | Q3 2023 | 17 |
PRINCETON CAPITAL MANAGEMENT LLC | 8 | 1 | 0.07% | 0.69% | 1.56% | Q1 2015 | Q3 2023 | 17 |
Altium Wealth Management LLC | 17 | 17 | 0.05% | 0.06% | 0.09% | Q2 2018 | Q2 2022 | 17 |
HERNDON CAPITAL MANAGEMENT LLC | 17 | 17 | 2.00% | 3.11% | 4.19% | Q2 2013 | Q2 2017 | 17 |
NewSquare Capital LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 17 |
Freedom Investment Management, Inc. | 9 | 3 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q4 2021 | 17 |
ROCKEFELLER FINANCIAL SERVICES INC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2017 | 17 |
PARK AVENUE SECURITIES LLC | 14 | 1 | 0.02% | 0.04% | 0.08% | Q1 2019 | Q3 2023 | 17 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 17 | 17 | 0.13% | 0.55% | 1.12% | Q3 2019 | Q3 2023 | 17 |
JAMES INVESTMENT RESEARCH INC | 13 | 1 | 0.02% | 0.19% | 0.41% | Q2 2013 | Q3 2023 | 17 |
Tranquility Partners, LLC | 17 | 17 | 0.65% | 0.79% | 0.97% | Q3 2019 | Q3 2023 | 17 |
First Heartland Consultants, Inc. | 13 | 4 | 0.04% | 0.09% | 0.17% | Q2 2013 | Q3 2017 | 17 |
HNP Capital LLC | 12 | 5 | 0.33% | 0.50% | 0.74% | Q4 2018 | Q1 2023 | 17 |
ZEKE CAPITAL ADVISORS, LLC | 13 | 4 | 0.02% | 0.09% | 0.16% | Q4 2016 | Q4 2022 | 17 |
BREITER CAPITAL MANAGEMENT INC | 13 | 4 | 0.14% | 0.28% | 0.48% | Q4 2017 | Q1 2022 | 17 |
Apriem Advisors | 16 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2018 | 17 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.07% | 0.15% | Q2 2013 | Q2 2017 | 17 |
Harfst & Associates, Inc. | 9 | 8 | 0.10% | 0.36% | 0.91% | Q2 2015 | Q4 2020 | 17 |
Hillsdale Investment Management Inc. | 14 | 1 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 17 |
Wellesley Investment Partners, LLC | 11 | 6 | 0.09% | 0.16% | 0.32% | Q2 2016 | Q3 2020 | 17 |
Avantax Planning Partners, Inc. | 13 | 1 | 0.01% | 0.05% | 0.07% | Q3 2017 | Q3 2023 | 17 |
EXCHANGE TRADED CONCEPTS, LLC | 17 | 17 | 0.00% | 0.01% | 0.12% | Q4 2019 | Q4 2023 | 17 |
Cambridge Financial Group, Inc. | 14 | 1 | 2.70% | 3.40% | 4.23% | Q4 2018 | Q3 2023 | 17 |
DUBUQUE BANK & TRUST CO | 10 | 7 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q1 2019 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.12% | 0.23% | 0.46% | Q2 2013 | Q2 2017 | 17 |
Concert Wealth Management Inc. | 16 | 16 | 0.00% | 0.14% | 0.29% | Q2 2013 | Q1 2017 | 17 |
Monte Financial Group, LLC | 17 | 17 | 0.30% | 0.46% | 0.65% | Q3 2019 | Q3 2023 | 17 |
Investors Research Corp | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Centiva Capital, LP | 6 | 1 | 0.00% | 0.04% | 0.18% | Q3 2019 | Q3 2023 | 17 |
abrdn Investment Management Ltd | 17 | 17 | 0.37% | 1.42% | 2.25% | Q2 2013 | Q2 2017 | 17 |
FISHMAN JAY A LTD/MI | 17 | 17 | 0.16% | 0.41% | 0.74% | Q3 2019 | Q3 2023 | 17 |
Empirical Finance, LLC | 16 | 1 | 0.02% | 0.16% | 0.26% | Q4 2016 | Q3 2023 | 17 |
Quantitative Systematic Strategies LLC | 6 | 1 | 0.07% | 0.49% | 1.26% | Q3 2014 | Q2 2021 | 17 |
Ayrshire Capital Management LLC | 16 | 16 | 2.06% | 2.76% | 4.41% | Q4 2019 | Q3 2023 | 16 |
Altavista Wealth Management, Inc. | 14 | 2 | 0.13% | 0.28% | 0.51% | Q4 2013 | Q4 2021 | 16 |
Venturi Wealth Management, LLC | 10 | 6 | 0.02% | 0.05% | 0.10% | Q4 2018 | Q3 2023 | 16 |
Oliver Luxxe Assets LLC | 9 | 2 | 0.43% | 0.77% | 1.34% | Q4 2015 | Q4 2021 | 16 |
Corient Capital Partners, LLC | 16 | 16 | 0.06% | 0.10% | 0.14% | Q4 2018 | Q3 2022 | 16 |
L & S Advisors Inc | 5 | 1 | 0.21% | 0.95% | 2.06% | Q4 2014 | Q1 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.01% | 0.25% | 0.59% | Q2 2013 | Q1 2017 | 16 |
Brown Advisory Securities, LLC | 12 | 1 | 0.04% | 0.06% | 0.11% | Q3 2013 | Q4 2021 | 16 |
Hexavest Inc. | 7 | 3 | 0.26% | 0.54% | 1.13% | Q2 2013 | Q3 2021 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.41% | 0.60% | 0.81% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
HEADINVEST, LLC | 14 | 1 | 0.07% | 0.25% | 0.41% | Q2 2019 | Q3 2023 | 16 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 16 |
CONCENTRIC WEALTH MANAGEMENT, LLC | 16 | 16 | 0.33% | 0.48% | 0.72% | Q4 2019 | Q3 2023 | 16 |
Hirtle Callaghan & Co LLC | 10 | 6 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2017 | 16 |
GLG LLC | 16 | 16 | 0.10% | 0.23% | 0.50% | Q1 2014 | Q4 2017 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.24% | 0.31% | 0.40% | Q4 2019 | Q3 2023 | 16 |
Doyle Wealth Management | 16 | 16 | 1.16% | 1.53% | 1.76% | Q4 2018 | Q3 2022 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.02% | 0.08% | 0.29% | Q4 2019 | Q3 2023 | 16 |
Russell Clark Investment Management Ltd | 15 | 1 | 1.97% | 8.29% | 14.91% | Q2 2013 | Q3 2021 | 16 |
Roundview Capital LLC | 16 | 16 | 0.03% | 0.06% | 0.13% | Q4 2019 | Q3 2023 | 16 |
AGF Investments LLC | 16 | 16 | 0.02% | 0.44% | 0.80% | Q4 2016 | Q3 2020 | 16 |
Caption Management, LLC | 2 | 1 | 0.01% | 0.13% | 0.43% | Q3 2018 | Q3 2022 | 16 |
BECKER CAPITAL MANAGEMENT INC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 16 |
HONEYWELL INTERNATIONAL INC | 16 | 16 | 0.67% | 0.97% | 1.86% | Q2 2014 | Q1 2018 | 16 |
Stack Financial Management, Inc | 16 | 16 | 1.66% | 2.31% | 2.89% | Q2 2013 | Q1 2017 | 16 |
IFC Holdings Incorporated/FL | 15 | 1 | 0.01% | 0.12% | 0.17% | Q3 2013 | Q3 2017 | 16 |
Madison Asset Management, LLC | 16 | 16 | 0.63% | 1.05% | 1.37% | Q4 2019 | Q3 2023 | 16 |
EXCALIBUR MANAGEMENT CORP | 11 | 5 | 0.16% | 0.28% | 0.45% | Q2 2017 | Q3 2023 | 16 |
CIBC BANK USA | 15 | 1 | 0.04% | 0.12% | 0.18% | Q4 2014 | Q4 2019 | 16 |
Sarasin & Partners LLP | 16 | 16 | 0.01% | 1.12% | 2.45% | Q3 2014 | Q2 2018 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Gleason Group, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
ETRADE Capital Management LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2020 | 16 |
Qube Research & Technologies Ltd | 6 | 1 | 0.02% | 0.19% | 0.55% | Q1 2018 | Q3 2023 | 16 |
Sowell Financial Services LLC | 10 | 3 | 0.06% | 0.12% | 0.31% | Q3 2018 | Q2 2023 | 16 |
GENESEE VALLEY TRUST CO | 16 | 16 | 0.18% | 0.82% | 1.28% | Q2 2013 | Q1 2017 | 16 |
RFG Advisory, LLC | 16 | 16 | 0.01% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
AlphaCrest Capital Management LLC | 16 | 16 | 0.02% | 0.22% | 0.86% | Q4 2018 | Q3 2022 | 16 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 16 | 16 | 0.24% | 0.39% | 0.52% | Q4 2019 | Q3 2023 | 16 |
Great Diamond Partners, LLC | 16 | 16 | 0.11% | 0.14% | 0.16% | Q4 2019 | Q3 2023 | 16 |
MONETA GROUP INVESTMENT ADVISORS LLC | 12 | 1 | 0.01% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 16 |
Congress Park Capital LLC | 6 | 1 | 0.10% | 0.20% | 0.56% | Q3 2018 | Q3 2023 | 16 |
Bayesian Capital Management, LP | 6 | 1 | 0.07% | 0.52% | 0.87% | Q4 2015 | Q3 2023 | 16 |
CFM WEALTH PARTNERS LLC | 16 | 16 | 0.32% | 0.60% | 0.84% | Q4 2019 | Q3 2023 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.24% | 0.31% | 0.47% | Q4 2019 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.04% | 0.09% | 0.29% | Q4 2019 | Q3 2023 | 16 |
INTREPID CAPITAL MANAGEMENT INC | 16 | 16 | 1.07% | 1.30% | 1.83% | Q4 2019 | Q3 2023 | 16 |
GOULD ASSET MANAGEMENT LLC /CA/ | 16 | 16 | 0.10% | 0.11% | 0.13% | Q1 2018 | Q4 2021 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q1 2017 | 16 |
AEGON ASSET MANAGEMENT UK PLC | 16 | 16 | 0.46% | 1.75% | 3.14% | Q2 2013 | Q1 2017 | 16 |
CrestPoint Capital Management, LLC | 16 | 16 | 0.19% | 0.27% | 0.34% | Q1 2014 | Q4 2017 | 16 |
Illinois Municipal Retirement Fund | 16 | 16 | 0.08% | 0.26% | 0.84% | Q4 2019 | Q3 2023 | 16 |
Merit Financial Group, LLC | 16 | 16 | 0.04% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Catalyst Capital Advisors LLC | 8 | 1 | 0.02% | 0.10% | 0.15% | Q2 2013 | Q4 2021 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.01% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 16 |
PUZO MICHAEL J | 14 | 1 | 0.04% | 1.34% | 2.32% | Q1 2015 | Q3 2023 | 16 |
STEPH & CO | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
1776 Wealth LLC | 16 | 16 | 0.18% | 1.45% | 2.14% | Q4 2019 | Q3 2023 | 16 |
Optas, LLC | 16 | 16 | 0.13% | 0.18% | 0.24% | Q4 2019 | Q3 2023 | 16 |
Rip Road Capital Partners LP | 16 | 16 | 5.02% | 7.62% | 12.37% | Q4 2019 | Q3 2023 | 16 |
Edge Wealth Management LLC | 16 | 16 | 0.01% | 0.01% | 0.06% | Q1 2017 | Q4 2020 | 16 |
Ethic Inc. | 16 | 16 | 0.17% | 0.33% | 0.49% | Q4 2019 | Q3 2023 | 16 |
Canton Hathaway, LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q2 2022 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.01% | 0.03% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Riggs Asset Managment Co. Inc. | 12 | 1 | 0.00% | 0.10% | 0.31% | Q4 2013 | Q2 2023 | 16 |
TRANSCEND CAPITAL ADVISORS, LLC | 16 | 16 | 0.08% | 0.14% | 0.24% | Q4 2019 | Q3 2023 | 16 |
S.A. Mason LLC | 16 | 16 | 0.72% | 0.97% | 1.21% | Q4 2019 | Q3 2023 | 16 |
Arete Wealth Advisors, LLC | 8 | 1 | 0.02% | 0.08% | 0.12% | Q4 2018 | Q3 2023 | 16 |
Tidal Investments LLC | 16 | 16 | 0.04% | 0.12% | 0.27% | Q4 2019 | Q3 2023 | 16 |
Alexandria Capital, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2017 | 16 |
Polen Capital Management | 16 | 16 | 0.00% | 4.19% | 5.48% | Q4 2013 | Q3 2017 | 16 |
Birch Capital Management, LLC | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
B. Riley Wealth Management, Inc. | 6 | 1 | 0.00% | 0.06% | 0.10% | Q1 2014 | Q2 2022 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.01% | 0.08% | 0.18% | Q4 2019 | Q3 2023 | 16 |
Carlson Capital Management | 16 | 16 | 0.04% | 0.07% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.06% | 0.09% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Hyperion Capital Advisors LP | 16 | 16 | 0.56% | 0.98% | 1.59% | Q4 2019 | Q3 2023 | 16 |
ICW Investment Advisors LLC | 16 | 16 | 0.90% | 1.11% | 1.29% | Q4 2019 | Q3 2023 | 16 |
MADISON WEALTH MANAGEMENT | 16 | 16 | 0.46% | 0.86% | 1.12% | Q4 2019 | Q3 2023 | 16 |
ARBOR TRUST WEALTH ADVISORS, LLC | 16 | 16 | 0.79% | 1.11% | 1.36% | Q4 2019 | Q3 2023 | 16 |
Key FInancial Inc | 16 | 16 | 0.23% | 0.32% | 0.45% | Q4 2019 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.03% | 0.09% | 0.31% | Q4 2019 | Q3 2023 | 16 |
Sentry Investments Corp. | 16 | 16 | 0.04% | 0.82% | 1.58% | Q2 2014 | Q1 2018 | 16 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 7 | 4 | 0.65% | 1.50% | 2.91% | Q3 2014 | Q1 2022 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.02% | 0.06% | 0.25% | Q2 2013 | Q4 2016 | 15 |
ROMAN BUTLER FULLERTON & CO | 5 | 2 | 0.10% | 0.17% | 0.20% | Q4 2018 | Q3 2023 | 15 |
CWS Financial Advisors, LLC | 8 | 7 | 0.15% | 0.20% | 0.26% | Q4 2019 | Q3 2023 | 15 |
First Western Capital Management Co | 15 | 15 | 0.61% | 1.61% | 2.53% | Q2 2014 | Q4 2017 | 15 |
Skylands Capital, LLC | 15 | 15 | 0.02% | 0.27% | 0.40% | Q4 2014 | Q2 2018 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.11% | 0.14% | 0.18% | Q2 2013 | Q4 2016 | 15 |
Old North State Trust, LLC | 6 | 3 | 0.02% | 0.06% | 0.09% | Q3 2018 | Q1 2023 | 15 |
Wealthspire Advisors, LLC | 6 | 1 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 15 |
QVR LLC | 3 | 3 | 0.00% | 0.05% | 0.11% | Q1 2021 | Q3 2022 | 15 |
PacWest Financial Management Inc | 15 | 15 | 0.87% | 2.29% | 2.83% | Q2 2013 | Q4 2016 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.12% | 0.14% | 0.15% | Q2 2013 | Q4 2016 | 15 |
SevenBridge Financial Group, LLC | 13 | 1 | 0.00% | 0.06% | 0.71% | Q2 2016 | Q3 2023 | 15 |
Ziegler Capital Management, LLC | 15 | 15 | 0.06% | 0.33% | 0.63% | Q1 2020 | Q3 2023 | 15 |
DAGCO, INC. | 15 | 15 | 0.13% | 0.26% | 0.39% | Q1 2019 | Q3 2022 | 15 |
Calvert Investment Management, Inc. | 15 | 15 | 0.02% | 0.17% | 0.50% | Q2 2013 | Q4 2016 | 15 |
Nichols Asset Management LLC | 15 | 15 | 0.09% | 0.33% | 1.27% | Q2 2013 | Q4 2016 | 15 |
BENJAMIN EDWARDS INC | 12 | 1 | 0.01% | 0.27% | 0.47% | Q1 2019 | Q3 2023 | 15 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.04% | 0.07% | 0.13% | Q1 2020 | Q3 2023 | 15 |
Avion Wealth | 15 | 15 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
MARSHFIELD ASSOCIATES | 15 | 15 | 0.93% | 3.36% | 7.14% | Q1 2020 | Q3 2023 | 15 |
MATHER GROUP, LLC. | 14 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 15 |
Focused Investors LLC | 15 | 15 | 2.16% | 2.85% | 3.43% | Q1 2020 | Q3 2023 | 15 |
TIEDEMANN ADVISORS, LLC | 6 | 1 | 0.01% | 0.35% | 1.23% | Q3 2016 | Q3 2023 | 15 |
SEIZERT CAPITAL PARTNERS, LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
HANSEATIC MANAGEMENT SERVICES INC | 7 | 1 | 0.09% | 0.51% | 1.07% | Q4 2013 | Q3 2023 | 15 |
Allen Investment Management, LLC | 11 | 4 | 0.01% | 0.13% | 0.61% | Q2 2013 | Q2 2020 | 15 |
Brookstone Capital Management | 13 | 2 | 0.00% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 15 |
SteelPeak Wealth, LLC | 6 | 1 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.07% | 0.10% | 0.18% | Q2 2016 | Q4 2019 | 15 |
OFI Advisors LLC | 11 | 4 | 0.14% | 0.15% | 0.17% | Q3 2011 | Q3 2015 | 15 |
Allred Capital Management, LLC | 14 | 1 | 0.02% | 0.18% | 0.22% | Q4 2019 | Q3 2023 | 15 |
Busey Bank | 15 | 15 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q2 2023 | 15 |
MERITAGE PORTFOLIO MANAGEMENT | 15 | 15 | 0.47% | 0.96% | 1.23% | Q2 2013 | Q4 2016 | 15 |
Varma Mutual Pension Insurance Co | 15 | 15 | 0.10% | 0.21% | 0.48% | Q1 2020 | Q3 2023 | 15 |
Sand Hill Global Advisors, LLC | 14 | 1 | 0.05% | 0.39% | 0.48% | Q3 2019 | Q3 2023 | 15 |
Sound View Wealth Advisors Group, LLC | 14 | 1 | 0.06% | 0.09% | 0.15% | Q4 2019 | Q3 2023 | 15 |
Waverton Investment Management Ltd | 12 | 3 | 0.06% | 0.09% | 0.20% | Q3 2013 | Q3 2019 | 15 |
Clear Creek Financial Management, LLC | 12 | 3 | 0.04% | 0.10% | 0.44% | Q2 2019 | Q3 2023 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.19% | 0.25% | 0.28% | Q3 2016 | Q1 2020 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.17% | 0.21% | 0.24% | Q2 2013 | Q4 2016 | 15 |
BerganKDV Wealth Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 15 |
WINTRUST INVESTMENTS LLC | 7 | 2 | 0.05% | 0.11% | 0.23% | Q2 2019 | Q3 2023 | 15 |
Alkeon Capital Management | 15 | 15 | 0.10% | 0.76% | 1.56% | Q1 2020 | Q3 2023 | 15 |
WADE G W & INC | 12 | 1 | 0.02% | 0.06% | 0.08% | Q3 2018 | Q3 2023 | 15 |
Beacon Pointe Advisors, LLC | 15 | 15 | 0.02% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.01% | 0.17% | 1.20% | Q1 2020 | Q3 2023 | 15 |
Cordasco Financial Network | 15 | 15 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2022 | 15 |
REINHART PARTNERS, LLC. | 15 | 15 | 0.02% | 0.07% | 0.20% | Q2 2014 | Q4 2017 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.03% | 0.05% | 0.09% | Q1 2020 | Q3 2023 | 15 |
Salient Capital Advisors, LLC | 15 | 15 | 0.02% | 0.10% | 0.15% | Q4 2013 | Q2 2017 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.05% | 0.32% | 0.60% | Q1 2017 | Q3 2020 | 15 |
Dana Investment Advisors, Inc. | 8 | 1 | 0.04% | 0.22% | 0.42% | Q2 2013 | Q3 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.15% | 0.22% | 0.30% | Q2 2013 | Q4 2016 | 15 |
Sculptor Capital LP | 7 | 1 | 0.02% | 0.04% | 0.11% | Q2 2013 | Q1 2016 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.18% | 0.23% | 0.32% | Q2 2013 | Q4 2016 | 15 |
ATLAS CAPITAL ADVISORS LLC | 10 | 5 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q4 2016 | 15 |
Magnetar Financial LLC | 5 | 1 | 0.01% | 0.02% | 0.06% | Q3 2015 | Q3 2023 | 15 |
MARTIN CURRIE LTD | 15 | 15 | 0.49% | 0.68% | 0.82% | Q3 2014 | Q1 2018 | 15 |
CHURCHILL MANAGEMENT Corp | 10 | 1 | 0.01% | 0.15% | 0.38% | Q2 2013 | Q2 2021 | 15 |
Walleye Capital LLC | 4 | 1 | 0.01% | 0.13% | 0.51% | Q1 2019 | Q3 2023 | 15 |
J. W. Coons Advisors, LLC | 15 | 15 | 0.35% | 0.63% | 0.94% | Q1 2020 | Q3 2023 | 15 |
UNITED STATES STEEL & CARNEGIE PENSION FUND | 15 | 15 | 1.25% | 2.08% | 2.36% | Q1 2014 | Q3 2017 | 15 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 15 | 15 | 1.14% | 1.44% | 1.86% | Q1 2020 | Q3 2023 | 15 |
Citizens Business Bank | 15 | 15 | 0.05% | 0.52% | 1.34% | Q4 2012 | Q2 2016 | 15 |
IEQ CAPITAL, LLC | 11 | 4 | 0.04% | 0.08% | 0.14% | Q4 2019 | Q3 2023 | 15 |
Van Hulzen Asset Management, LLC | 13 | 2 | 0.03% | 0.09% | 0.17% | Q3 2018 | Q3 2023 | 15 |
RIVERBRIDGE PARTNERS LLC | 15 | 15 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Platform Technology Partners | 10 | 5 | 0.33% | 0.47% | 0.68% | Q4 2019 | Q3 2023 | 15 |
THOMPSON DAVIS & CO., INC. | 13 | 2 | 0.01% | 0.07% | 0.30% | Q3 2014 | Q3 2018 | 15 |
1834 INVESTMENT ADVISORS CO | 14 | 1 | 0.00% | 0.23% | 0.87% | Q2 2017 | Q2 2022 | 15 |
Nikulski Financial, Inc. | 15 | 15 | 0.20% | 0.37% | 0.45% | Q1 2020 | Q3 2023 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.11% | 0.23% | 0.46% | Q1 2020 | Q3 2023 | 15 |
Virtu Financial LLC | 3 | 1 | 0.02% | 0.11% | 0.29% | Q1 2014 | Q3 2022 | 15 |
Cornerstone Wealth Management, LLC | 9 | 1 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 15 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.01% | 0.03% | 0.07% | Q2 2020 | Q3 2023 | 14 |
UBS OCONNOR LLC | 13 | 1 | 0.05% | 0.35% | 0.94% | Q2 2014 | Q4 2017 | 14 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 8 | 6 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 14 |
Chesapeake Wealth Management | 5 | 2 | 0.07% | 0.22% | 0.54% | Q2 2018 | Q3 2023 | 14 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13 | 1 | 0.01% | 0.10% | 0.17% | Q2 2018 | Q3 2023 | 14 |
Partnervest Advisory Services LLC | 9 | 5 | 0.00% | 0.07% | 0.12% | Q2 2013 | Q3 2020 | 14 |
HYMAN CHARLES D | 14 | 14 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
JANICZEK WEALTH MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Horan Securities, Inc. | 8 | 6 | 0.00% | 0.09% | 0.19% | Q1 2020 | Q3 2023 | 14 |
HOMESTEAD ADVISERS CORP | 14 | 14 | 0.70% | 1.00% | 1.37% | Q2 2020 | Q3 2023 | 14 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 14 | 14 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2016 | 14 |
Carolina Wealth Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
DELTA LLOYD NV | 14 | 14 | 0.02% | 0.08% | 0.14% | Q2 2013 | Q3 2016 | 14 |
Gerstein Fisher | 14 | 14 | 0.18% | 0.24% | 0.46% | Q2 2013 | Q3 2016 | 14 |
Financial Management Professionals, Inc. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Daiwa SB Investments Ltd. | 14 | 14 | 0.20% | 0.31% | 0.48% | Q4 2014 | Q1 2018 | 14 |
HARRELL INVESTMENT PARTNERS, LLC | 14 | 14 | 0.40% | 0.61% | 0.97% | Q2 2020 | Q3 2023 | 14 |
AlphaStar Capital Management, LLC | 9 | 5 | 0.02% | 0.08% | 0.17% | Q2 2018 | Q3 2023 | 14 |
ARGI Investment Services, LLC | 13 | 1 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q4 2022 | 14 |
Texas Capital Bank Wealth Management Services Inc | 14 | 14 | 0.55% | 1.01% | 1.34% | Q2 2020 | Q3 2023 | 14 |
London & Capital Asset Management Ltd | 14 | 14 | 0.10% | 2.48% | 3.54% | Q2 2020 | Q3 2023 | 14 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2021 | 14 |
MCF Advisors LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 14 |
DEERE & CO | 14 | 14 | 0.16% | 0.20% | 0.27% | Q2 2013 | Q3 2016 | 14 |
RGT Wealth Advisors, LLC | 14 | 14 | 0.07% | 0.43% | 1.64% | Q2 2019 | Q3 2022 | 14 |
WealthShield Partners, LLC | 14 | 14 | 0.10% | 0.22% | 0.36% | Q2 2020 | Q3 2023 | 14 |
HBK INVESTMENTS L P | 8 | 1 | 0.01% | 0.17% | 0.44% | Q2 2014 | Q1 2019 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.01% | 0.31% | 0.53% | Q2 2013 | Q3 2016 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
SOMERVILLE KURT F | 14 | 14 | 0.38% | 1.58% | 2.46% | Q2 2020 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.19% | 0.26% | 0.34% | Q2 2020 | Q3 2023 | 14 |
Assured Investment Management LLC | 5 | 2 | 0.00% | 0.05% | 0.28% | Q1 2015 | Q1 2019 | 14 |
Neo Ivy Capital Management | 7 | 1 | 0.07% | 0.32% | 0.91% | Q4 2018 | Q2 2023 | 14 |
NOESIS CAPITAL MANGEMENT CORP | 9 | 1 | 0.08% | 0.40% | 0.80% | Q2 2013 | Q2 2018 | 14 |
HORAN CAPITAL MANAGEMENT | 14 | 14 | 1.24% | 4.35% | 5.24% | Q3 2017 | Q4 2020 | 14 |
Bremer Bank National Association | 14 | 14 | 0.04% | 0.34% | 0.47% | Q1 2019 | Q2 2022 | 14 |
Cohen Capital Management, Inc. | 14 | 14 | 0.05% | 0.07% | 0.09% | Q2 2020 | Q3 2023 | 14 |
WealthTrust Fairport, LLC | 12 | 2 | 0.00% | 0.32% | 0.47% | Q3 2013 | Q1 2019 | 14 |
Oak Asset Management, LLC | 13 | 1 | 0.13% | 0.20% | 0.25% | Q4 2017 | Q2 2021 | 14 |
KINGS POINT CAPITAL MANAGEMENT | 12 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2022 | 14 |
AMG National Trust Bank | 14 | 14 | 0.11% | 0.15% | 0.18% | Q2 2020 | Q3 2023 | 14 |
Parkwood LLC | 12 | 2 | 0.05% | 0.65% | 0.93% | Q4 2013 | Q3 2018 | 14 |
Notis-McConarty Edward | 14 | 14 | 0.39% | 1.20% | 1.88% | Q2 2020 | Q3 2023 | 14 |
Venture Visionary Partners LLC | 14 | 14 | 0.04% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 14 |
W.G. Shaheen & Associates DBA Whitney & Co | 14 | 14 | 0.11% | 0.54% | 0.97% | Q4 2016 | Q1 2020 | 14 |
Laffer Tengler Investments, Inc. | 5 | 2 | 0.00% | 0.41% | 1.02% | Q2 2016 | Q4 2022 | 14 |
Circle Wealth Management, LLC | 14 | 14 | 0.02% | 0.09% | 0.16% | Q2 2020 | Q3 2023 | 14 |
Kidder Stephen W | 14 | 14 | 0.49% | 1.65% | 2.44% | Q2 2020 | Q3 2023 | 14 |
Strategic Blueprint, LLC | 13 | 1 | 0.02% | 0.06% | 0.16% | Q3 2019 | Q3 2023 | 14 |
Capital Bank & Trust Co | 12 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2021 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.01% | 0.05% | 0.06% | Q4 2015 | Q1 2019 | 14 |
Zebra Capital Management LLC | 9 | 5 | 0.17% | 0.45% | 0.82% | Q4 2013 | Q2 2019 | 14 |
Jaffetilchin Investment Partners, LLC | 6 | 1 | 0.02% | 0.08% | 0.39% | Q4 2013 | Q3 2023 | 14 |
Capital World Investors | 10 | 4 | 0.01% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 14 |
LOOMIS SAYLES & CO L P | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 14 |
Pictet North America Advisors SA | 6 | 1 | 0.02% | 0.22% | 0.52% | Q1 2015 | Q3 2023 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.03% | 0.18% | 0.45% | Q2 2013 | Q3 2016 | 14 |
Migdal Insurance & Financial Holdings Ltd. | 7 | 1 | 0.00% | 0.44% | 1.21% | Q4 2015 | Q1 2021 | 14 |
Horan Capital Advisors, LLC. | 9 | 1 | 0.01% | 0.88% | 1.59% | Q3 2017 | Q3 2023 | 14 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 13 | 1 | 0.04% | 0.06% | 0.08% | Q4 2018 | Q3 2022 | 14 |
Cognios Capital, LLC | 8 | 6 | 0.28% | 1.05% | 2.15% | Q3 2016 | Q1 2020 | 14 |
VISTA INVESTMENT MANAGEMENT | 14 | 14 | 0.11% | 0.17% | 0.22% | Q2 2020 | Q3 2023 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q3 2020 | 14 |
AHL Partners LLP | 14 | 14 | 0.02% | 0.08% | 0.26% | Q3 2014 | Q4 2017 | 14 |
Live Oak Private Wealth LLC | 14 | 14 | 1.18% | 1.42% | 1.78% | Q2 2020 | Q3 2023 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.13% | 0.25% | 0.40% | Q2 2013 | Q3 2016 | 14 |
FormulaFolio Investments, LLC | 7 | 1 | 0.00% | 0.07% | 0.28% | Q4 2014 | Q2 2021 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 8 | 6 | 0.00% | 0.05% | 0.21% | Q4 2019 | Q3 2023 | 14 |
SYMPHONY ASSET MANAGEMENT LLC | 14 | 14 | 0.06% | 0.28% | 0.60% | Q3 2014 | Q4 2017 | 14 |
MYCIO WEALTH PARTNERS, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2016 | 14 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 9 | 1 | 0.01% | 0.23% | 0.52% | Q4 2017 | Q3 2023 | 14 |
BENNETT SELBY INVESTMENTS LP | 13 | 13 | 0.24% | 0.32% | 0.44% | Q4 2020 | Q4 2023 | 13 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 11 | 1 | 0.02% | 0.07% | 0.27% | Q4 2019 | Q3 2023 | 13 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 1 | 0.00% | 0.04% | 0.09% | Q4 2018 | Q1 2023 | 13 |
C-J Advisory, Inc. | 13 | 13 | 0.02% | 0.03% | 0.03% | Q3 2016 | Q3 2019 | 13 |
Cornerstone Advisors, LLC | 6 | 3 | 0.14% | 0.40% | 0.63% | Q4 2019 | Q3 2023 | 13 |
CenturyLink Investment Management Co | 13 | 13 | 0.05% | 0.22% | 0.29% | Q3 2013 | Q3 2016 | 13 |
MONROE BANK & TRUST/MI | 6 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 13 |
BRUNI J V & CO /CO | 13 | 13 | 1.07% | 3.83% | 5.27% | Q2 2013 | Q2 2016 | 13 |
JAG CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.03% | 1.12% | 2.36% | Q1 2016 | Q4 2022 | 13 |
Jupiter Investment Management Ltd | 7 | 1 | 0.00% | 0.28% | 0.90% | Q2 2013 | Q4 2019 | 13 |
MOODY NATIONAL BANK TRUST DIVISION | 8 | 1 | 0.00% | 0.08% | 0.16% | Q4 2018 | Q3 2023 | 13 |
STALEY CAPITAL ADVISERS INC | 13 | 13 | 0.51% | 0.71% | 0.99% | Q3 2020 | Q3 2023 | 13 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 13 | 13 | 0.05% | 0.07% | 0.11% | Q2 2013 | Q2 2016 | 13 |
IMPAX ASSET MANAGEMENT LLC | 11 | 2 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q2 2018 | 13 |
DELTEC ASSET MANAGEMENT LLC | 6 | 1 | 0.09% | 0.56% | 1.24% | Q2 2013 | Q2 2021 | 13 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 8 | 1 | 0.04% | 1.82% | 5.90% | Q1 2020 | Q3 2023 | 13 |
Geller Advisors LLC | 12 | 1 | 0.05% | 0.06% | 0.11% | Q1 2020 | Q3 2023 | 13 |
CAXTON ASSOCIATES LP | 4 | 1 | 0.02% | 0.11% | 0.41% | Q3 2013 | Q3 2023 | 13 |
PCJ Investment Counsel Ltd. | 5 | 1 | 0.04% | 0.22% | 0.83% | Q3 2015 | Q4 2022 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.24% | 0.32% | 0.43% | Q2 2013 | Q2 2016 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2018 | 13 |
WESTPORT ASSET MANAGEMENT INC | 13 | 13 | 1.36% | 2.86% | 4.04% | Q2 2013 | Q2 2016 | 13 |
Lenox Wealth Management, Inc. | 13 | 13 | 0.01% | 0.04% | 0.10% | Q2 2017 | Q2 2020 | 13 |
Reliant Investment Management, LLC | 13 | 13 | 0.19% | 0.42% | 2.20% | Q4 2013 | Q4 2016 | 13 |
TOBAM | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Ally Financial Inc. | 6 | 2 | 0.10% | 0.25% | 0.45% | Q2 2014 | Q3 2022 | 13 |
Foundry Partners, LLC | 7 | 2 | 0.01% | 0.33% | 0.92% | Q4 2013 | Q1 2022 | 13 |
CAPITAL GUARDIAN TRUST CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2018 | 13 |
Parasol Investment Management, LLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q4 2016 | 13 |
Tyvor Capital LLC | 10 | 3 | 0.10% | 2.75% | 11.74% | Q1 2016 | Q2 2019 | 13 |
FCF Advisors LLC | 5 | 1 | 0.34% | 0.90% | 1.10% | Q2 2015 | Q3 2021 | 13 |
Trust Asset Management LLC | 13 | 13 | 0.06% | 0.10% | 0.13% | Q3 2020 | Q3 2023 | 13 |
C WorldWide Group Holding A/S | 5 | 4 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q4 2022 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.06% | 0.07% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Ilmarinen Mutual Pension Insurance Co | 13 | 13 | 0.07% | 0.17% | 0.27% | Q3 2019 | Q3 2022 | 13 |
Phoenix Holdings Ltd. | 9 | 4 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 13 |
FORESTERS ASSET MANAGEMENT INC. | 13 | 13 | 0.08% | 0.76% | 1.90% | Q2 2016 | Q2 2019 | 13 |
RITHOLTZ WEALTH MANAGEMENT | 12 | 12 | 0.01% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 13 |
Lokken Investment Group LLC | 12 | 1 | 0.39% | 0.46% | 0.56% | Q1 2012 | Q3 2023 | 13 |
Berkshire Bank | 13 | 13 | 0.70% | 0.89% | 1.16% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.02% | 0.06% | 0.11% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
One Wealth Advisors, LLC | 10 | 3 | 0.00% | 0.07% | 0.12% | Q4 2017 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.07% | 0.10% | 0.13% | Q3 2020 | Q3 2023 | 13 |
Solstein Capital, LLC | 11 | 2 | 0.01% | 0.07% | 0.32% | Q4 2019 | Q3 2023 | 13 |
Centerpoint Advisors, LLC | 11 | 1 | 0.00% | 0.14% | 0.20% | Q1 2018 | Q3 2023 | 13 |
Citizens National Bank Trust Department | 13 | 13 | 0.08% | 0.14% | 0.22% | Q3 2020 | Q3 2023 | 13 |
ExodusPoint Capital Management, LP | 7 | 1 | 0.00% | 0.11% | 0.22% | Q1 2019 | Q3 2023 | 13 |
Procyon Advisors, LLC | 10 | 3 | 0.05% | 0.09% | 0.32% | Q4 2019 | Q3 2023 | 13 |
Financial Gravity Asset Management, Inc. | 5 | 1 | 0.00% | 0.03% | 0.10% | Q1 2018 | Q2 2023 | 13 |
MinichMacGregor Wealth Management, LLC | 12 | 1 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q4 2022 | 13 |
Mine & Arao Wealth Creation & Management, LLC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Truvestments Capital LLC | 8 | 1 | 0.00% | 0.03% | 0.12% | Q1 2019 | Q3 2023 | 13 |
Selective Wealth Management, Inc. | 13 | 13 | 0.01% | 0.01% | 0.03% | Q3 2019 | Q3 2022 | 13 |
Bell Rock Capital LLC | 13 | 13 | 0.04% | 0.16% | 0.83% | Q4 2016 | Q4 2019 | 13 |
Apollon Wealth Management, LLC | 11 | 2 | 0.10% | 0.15% | 0.24% | Q2 2020 | Q3 2023 | 13 |
COMERICA SECURITIES INC | 11 | 1 | 0.08% | 0.25% | 0.87% | Q4 2014 | Q4 2018 | 12 |
Unified Trust Company, N.A. | 12 | 12 | 1.78% | 2.58% | 3.54% | Q4 2018 | Q3 2021 | 12 |
Manning & Napier Group, LLC | 5 | 3 | 0.00% | 0.12% | 0.25% | Q4 2017 | Q1 2023 | 12 |
QUANTUM CAPITAL MANAGEMENT | 7 | 5 | 0.00% | 0.10% | 0.23% | Q2 2013 | Q3 2020 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.26% | 0.48% | 0.77% | Q4 2020 | Q3 2023 | 12 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 8 | 4 | 0.09% | 0.14% | 0.18% | Q2 2013 | Q2 2020 | 12 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.31% | 0.44% | 0.56% | Q4 2020 | Q3 2023 | 12 |
Matarin Capital Management, LLC | 8 | 1 | 0.03% | 0.30% | 0.61% | Q2 2013 | Q1 2020 | 12 |
NTV ASSET MANAGEMENT LLC | 6 | 1 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 12 |
REYNOLDS CAPITAL MANAGEMENT LLC | 12 | 12 | 0.25% | 0.45% | 0.70% | Q2 2013 | Q1 2016 | 12 |
Modera Wealth Management, LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Constitution Capital LLC | 12 | 12 | 0.50% | 0.65% | 0.80% | Q4 2020 | Q3 2023 | 12 |
Sustainable Growth Advisers, LP | 12 | 12 | 0.08% | 2.79% | 3.46% | Q3 2017 | Q2 2020 | 12 |
NATIONAL PENN INVESTORS TRUST CO /PA | 12 | 12 | 1.79% | 2.28% | 2.56% | Q2 2013 | Q1 2016 | 12 |
LMR Partners LLP | 3 | 1 | 0.00% | 0.07% | 0.19% | Q1 2014 | Q1 2023 | 12 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 6 | 1 | 0.00% | 0.44% | 0.76% | Q2 2017 | Q2 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.22% | 0.28% | 0.33% | Q4 2020 | Q3 2023 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.88% | 1.01% | 1.23% | Q4 2016 | Q3 2019 | 12 |
TOTH FINANCIAL ADVISORY CORP | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 12 |
Connolly Sarah T. | 12 | 12 | 1.38% | 1.60% | 1.83% | Q4 2020 | Q3 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Elkfork Partners LLC | 12 | 12 | 1.16% | 1.34% | 1.57% | Q4 2016 | Q3 2019 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.07% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Cypress Wealth Services, LLC | 5 | 1 | 0.05% | 0.08% | 0.14% | Q1 2019 | Q3 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 1.13% | 1.31% | 1.50% | Q4 2016 | Q3 2019 | 12 |
Apex Capital Management | 12 | 12 | 0.02% | 0.12% | 0.22% | Q2 2013 | Q1 2016 | 12 |
BRAUN STACEY ASSOCIATES INC | 11 | 1 | 0.02% | 0.62% | 1.11% | Q4 2014 | Q3 2023 | 12 |
WAYCROSS PARTNERS, LLC | 12 | 12 | 0.60% | 2.11% | 3.45% | Q4 2020 | Q3 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.77% | 0.88% | 1.02% | Q4 2016 | Q3 2019 | 12 |
Accretive Wealth Partners, LLC | 12 | 12 | 0.47% | 0.58% | 0.66% | Q4 2020 | Q3 2023 | 12 |
Legacy Advisors, LLC | 7 | 2 | 0.03% | 0.12% | 0.26% | Q1 2018 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q3 2021 | 12 |
Beech Hill Advisors, Inc. | 12 | 12 | 0.99% | 1.77% | 2.33% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.02% | 0.10% | 0.33% | Q4 2020 | Q3 2023 | 12 |
Alerus Investment Advisors Corp | 12 | 12 | 0.05% | 0.24% | 0.87% | Q2 2013 | Q1 2016 | 12 |
CPWM, LLC | 6 | 6 | 0.03% | 0.06% | 0.09% | Q3 2015 | Q3 2019 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.14% | 0.16% | 0.19% | Q2 2013 | Q1 2016 | 12 |
HHG & Company, LLC | 12 | 12 | 0.48% | 0.66% | 0.78% | Q2 2013 | Q1 2016 | 12 |
Arden Trust Co | 5 | 3 | 0.03% | 0.08% | 0.16% | Q2 2019 | Q4 2023 | 12 |
Opal Wealth Advisors, LLC | 12 | 12 | 0.19% | 0.25% | 0.35% | Q4 2020 | Q3 2023 | 12 |
United Asset Strategies, Inc. | 3 | 1 | 0.03% | 0.36% | 1.28% | Q2 2014 | Q3 2023 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.10% | 0.22% | 0.27% | Q2 2013 | Q1 2016 | 12 |
Vantage Consulting Group Inc | 12 | 12 | 0.02% | 0.20% | 0.32% | Q4 2020 | Q3 2023 | 12 |
Equitable Holdings, Inc. | 11 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 12 |
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ | 8 | 4 | 0.46% | 1.10% | 1.73% | Q1 2014 | Q2 2017 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.20% | 0.23% | 0.28% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Iron Horse Wealth Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Seelaus Asset Management LLC | 12 | 12 | 0.13% | 0.77% | 1.14% | Q1 2019 | Q4 2021 | 12 |
Ferris Capital, LLC | 5 | 1 | 0.05% | 0.06% | 0.08% | Q2 2017 | Q1 2022 | 12 |
Banco Santander, S.A. | 8 | 1 | 0.00% | 0.03% | 0.23% | Q1 2018 | Q3 2023 | 12 |
Journey Advisory Group, LLC | 12 | 12 | 0.09% | 0.35% | 0.69% | Q4 2020 | Q3 2023 | 12 |
WD RUTHERFORD LLC | 12 | 12 | 0.02% | 0.07% | 0.19% | Q4 2020 | Q3 2023 | 12 |
Scott Investment Partners LLP | 12 | 12 | 2.75% | 3.39% | 3.91% | Q4 2020 | Q3 2023 | 12 |
LOEB PARTNERS CORP | 11 | 1 | 0.16% | 2.19% | 3.24% | Q3 2013 | Q2 2017 | 12 |
Ohio National Investments, Inc. | 12 | 12 | 0.16% | 0.20% | 0.22% | Q2 2013 | Q1 2016 | 12 |
Karp Capital Management Corp | 7 | 1 | 0.02% | 0.26% | 0.46% | Q4 2014 | Q2 2019 | 12 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 3 | 2 | 0.06% | 0.28% | 0.74% | Q2 2018 | Q2 2023 | 12 |
AJO, LP | 6 | 1 | 0.00% | 0.11% | 0.22% | Q2 2013 | Q1 2020 | 12 |
Trust Co | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2021 | 12 |
LINCLUDEN MANAGEMENT LTD | 12 | 12 | 0.16% | 0.25% | 0.33% | Q4 2020 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.18% | 0.26% | 0.35% | Q2 2013 | Q1 2016 | 12 |
Braun-Bostich & Associates Inc. | 8 | 4 | 0.05% | 0.31% | 0.47% | Q3 2018 | Q3 2021 | 12 |
Price Wealth, LLC | 12 | 12 | 0.02% | 0.28% | 0.64% | Q4 2017 | Q3 2020 | 12 |
Wealth Alliance | 12 | 12 | 0.06% | 0.17% | 0.23% | Q4 2020 | Q3 2023 | 12 |
NewFocus Financial Group, LLC | 12 | 12 | 0.55% | 0.81% | 1.19% | Q1 2018 | Q4 2020 | 12 |
Clean Yield Group | 7 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q3 2021 | 12 |
Intersect Capital LLC | 7 | 1 | 0.04% | 0.08% | 0.16% | Q1 2015 | Q2 2022 | 12 |
Main Street Research LLC | 9 | 1 | 0.02% | 1.40% | 2.40% | Q3 2015 | Q4 2021 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.17% | 0.21% | 0.26% | Q4 2020 | Q3 2023 | 12 |
BSW Wealth Partners | 12 | 12 | 0.07% | 0.10% | 0.14% | Q4 2020 | Q3 2023 | 12 |
CreativeOne Wealth, LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.06% | 0.31% | 0.70% | Q4 2020 | Q3 2023 | 12 |
FIRSTMERIT BANK N A TRUSTEE | 12 | 12 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q2 2016 | 12 |
U S GLOBAL INVESTORS INC | 6 | 1 | 0.15% | 0.29% | 0.53% | Q2 2013 | Q1 2019 | 12 |
Donald L. Hagan, LLC | 9 | 1 | 0.01% | 0.81% | 1.37% | Q4 2014 | Q3 2019 | 12 |
Baskin Financial Services Inc. | 4 | 1 | 0.04% | 0.05% | 0.10% | Q2 2018 | Q3 2023 | 12 |
iAB Financial Bank | 12 | 12 | 0.22% | 0.43% | 0.51% | Q3 2014 | Q2 2017 | 12 |
GAM SYSTEMATIC LLP | 12 | 12 | 0.03% | 0.14% | 0.30% | Q4 2014 | Q3 2017 | 12 |
KANALY TRUST CO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2016 | 12 |
Zions Bancorporation | 10 | 1 | 0.01% | 0.02% | 0.06% | Q1 2015 | Q3 2018 | 12 |
DELPHI MANAGEMENT INC /MA/ | 12 | 12 | 0.07% | 0.10% | 0.21% | Q1 2013 | Q4 2015 | 12 |
Rheos Capital Works Inc. | 11 | 1 | 0.27% | 1.07% | 2.33% | Q2 2020 | Q3 2023 | 12 |
SPHERA FUNDS MANAGEMENT LTD. | 6 | 2 | 0.05% | 0.46% | 1.16% | Q4 2013 | Q4 2017 | 12 |
Oxbow Advisors, LLC | 9 | 1 | 0.03% | 0.07% | 0.13% | Q1 2020 | Q3 2023 | 12 |
SIMPLEX TRADING, LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2022 | 12 |
Rock Creek Group, LP | 6 | 1 | 0.00% | 0.28% | 0.69% | Q3 2018 | Q1 2023 | 12 |
Sargent Investment Group, LLC | 12 | 12 | 0.06% | 0.15% | 0.21% | Q4 2020 | Q3 2023 | 12 |
NORRIS PERNE & FRENCH LLP/MI | 12 | 12 | 0.59% | 0.77% | 1.00% | Q4 2020 | Q3 2023 | 12 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 8 | 4 | 0.74% | 1.41% | 2.48% | Q1 2018 | Q4 2021 | 12 |
Shorepoint Capital Partners LLC | 4 | 1 | 0.13% | 0.81% | 1.67% | Q1 2019 | Q3 2023 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.01% | 0.12% | 0.30% | Q2 2018 | Q1 2021 | 12 |
IBERIABANK CORP | 12 | 12 | 0.37% | 0.87% | 1.10% | Q3 2017 | Q2 2020 | 12 |
Verus Financial Partners, Inc. | 12 | 12 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Broad Bay Capital Management, LP | 12 | 12 | 4.10% | 9.43% | 13.51% | Q2 2020 | Q1 2023 | 12 |
Quadrature Capital Ltd | 4 | 1 | 0.01% | 0.56% | 1.32% | Q2 2016 | Q1 2023 | 12 |
Hudson Canyon Capital Management | 12 | 12 | 1.34% | 1.71% | 2.16% | Q4 2020 | Q3 2023 | 12 |
Certified Advisory Corp | 11 | 1 | 0.00% | 0.02% | 0.02% | Q4 2017 | Q1 2021 | 12 |
Eudaimonia Partners, LLC | 6 | 1 | 0.03% | 0.05% | 0.10% | Q4 2019 | Q3 2023 | 12 |
GYL FINANCIAL SYNERGIES, LLC | 10 | 1 | 0.06% | 0.19% | 0.30% | Q3 2019 | Q4 2022 | 12 |
Krilogy Financial LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2018 | 12 |
WASHINGTON CAPITAL MANAGEMENT, INC | 12 | 12 | 0.10% | 0.20% | 0.38% | Q2 2013 | Q1 2016 | 12 |
Capital International Investors | 12 | 12 | 0.02% | 0.20% | 0.41% | Q4 2020 | Q3 2023 | 12 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.02% | 0.04% | 0.12% | Q1 2015 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
HOHIMER WEALTH MANAGEMENT, LLC | 12 | 12 | 0.49% | 0.73% | 1.15% | Q1 2020 | Q4 2022 | 12 |
BTC Capital Management, Inc. | 12 | 12 | 0.34% | 0.46% | 0.60% | Q4 2020 | Q3 2023 | 12 |
Capital Asset Advisory Services LLC | 12 | 12 | 0.05% | 0.09% | 0.14% | Q4 2020 | Q3 2023 | 12 |
NewEdge Wealth, LLC | 12 | 12 | 0.01% | 0.29% | 0.85% | Q4 2020 | Q3 2023 | 12 |
Lombard Odier & Cie (Canada), Limited Partnership | 12 | 12 | 0.13% | 1.36% | 2.17% | Q4 2013 | Q3 2016 | 12 |
PALLADIUM PARTNERS LLC | 9 | 1 | 0.00% | 0.08% | 0.45% | Q2 2013 | Q1 2022 | 12 |
CAMBIAR INVESTORS LLC | 12 | 12 | 1.04% | 1.32% | 1.75% | Q4 2020 | Q3 2023 | 12 |
M&G INVESTMENT MANAGEMENT LTD | 10 | 2 | 0.00% | 0.02% | 0.11% | Q4 2019 | Q1 2023 | 12 |
Carnick & Kubik, LLC | 12 | 12 | 0.48% | 1.23% | 1.86% | Q2 2013 | Q1 2016 | 12 |
Kiwi Wealth Investments Limited Partnership | 12 | 12 | 0.24% | 0.44% | 0.74% | Q2 2018 | Q1 2021 | 12 |
Global Trust Asset Management, LLC | 9 | 1 | 0.00% | 0.38% | 0.90% | Q4 2017 | Q4 2022 | 12 |
Siemens Fonds Invest GmbH | 12 | 12 | 0.12% | 0.24% | 0.56% | Q4 2020 | Q3 2023 | 12 |
First National Bank of Mount Dora, Trust Investment Services | 9 | 3 | 0.49% | 0.90% | 1.20% | Q3 2019 | Q4 2023 | 12 |
Nicollet Investment Management, Inc. | 12 | 12 | 1.03% | 1.29% | 1.72% | Q4 2020 | Q3 2023 | 12 |
MAR VISTA INVESTMENT PARTNERS LLC | 12 | 12 | 2.26% | 3.63% | 4.73% | Q3 2014 | Q2 2017 | 12 |
SMITH HAYES Advisers, Inc | 12 | 12 | 0.23% | 0.31% | 0.36% | Q2 2013 | Q1 2016 | 12 |
PERSONAL CFO SOLUTIONS, LLC | 12 | 12 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 12 |
High Pines Wealth Management, LLC | 12 | 12 | 0.45% | 0.96% | 1.49% | Q4 2020 | Q3 2023 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.08% | 0.11% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Valley Brook Capital Group, Inc. | 12 | 12 | 0.24% | 0.32% | 0.40% | Q4 2020 | Q3 2023 | 12 |
Curi Wealth Management, LLC | 12 | 12 | 0.04% | 0.10% | 0.26% | Q4 2020 | Q3 2023 | 12 |
SOUTHPORT MANAGEMENT, L.L.C. | 11 | 1 | 1.47% | 2.08% | 2.89% | Q2 2013 | Q4 2021 | 12 |
Parametric Risk Advisors LLC | 12 | 12 | 0.05% | 0.06% | 0.08% | Q4 2013 | Q3 2016 | 12 |
BCGM Wealth Management, LLC | 12 | 12 | 0.49% | 0.68% | 0.82% | Q4 2020 | Q3 2023 | 12 |
VALINOR MANAGEMENT, L.P. | 12 | 12 | 0.94% | 2.31% | 3.51% | Q4 2016 | Q3 2019 | 12 |
SkyView Investment Advisors, LLC | 12 | 12 | 0.17% | 0.26% | 0.35% | Q4 2020 | Q3 2023 | 12 |
Polar Asset Management Partners Inc. | 4 | 3 | 0.11% | 0.23% | 0.47% | Q1 2020 | Q3 2023 | 11 |
Arjuna Capital | 6 | 1 | 0.35% | 0.48% | 0.93% | Q3 2018 | Q3 2023 | 11 |
Euclid Advisors LLC | 8 | 3 | 0.18% | 0.38% | 0.78% | Q2 2013 | Q2 2016 | 11 |
Dakota Wealth Management | 7 | 4 | 0.01% | 0.08% | 0.42% | Q3 2020 | Q3 2023 | 11 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.06% | 0.39% | 1.59% | Q2 2014 | Q1 2023 | 11 |
Intermede Investment Partners Ltd | 11 | 11 | 3.21% | 3.61% | 4.72% | Q4 2015 | Q2 2018 | 11 |
Aaron Wealth Advisors LLC | 6 | 5 | 0.04% | 0.27% | 0.51% | Q4 2020 | Q3 2023 | 11 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 11 |
Regal Investment Advisors LLC | 6 | 1 | 0.00% | 0.22% | 0.92% | Q2 2013 | Q4 2020 | 11 |
Rempart Asset Management Inc. | 11 | 11 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q2 2023 | 11 |
Empirical Capital Management, LLC | 11 | 11 | 0.77% | 2.08% | 4.34% | Q1 2020 | Q3 2022 | 11 |
KB FINANCIAL PARTNERS, LLC | 11 | 11 | 0.14% | 0.21% | 0.29% | Q1 2021 | Q3 2023 | 11 |
Minot Wealth Management LLC | 11 | 11 | 0.18% | 0.50% | 1.10% | Q4 2019 | Q2 2022 | 11 |
Blueshift Asset Management, LLC | 4 | 1 | 0.04% | 0.57% | 1.45% | Q4 2018 | Q3 2023 | 11 |
MEYER HANDELMAN CO | 11 | 11 | 0.05% | 0.30% | 0.45% | Q1 2021 | Q3 2023 | 11 |
Paradigm Financial Partners, LLC | 11 | 11 | 0.06% | 0.27% | 0.43% | Q1 2021 | Q3 2023 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.04% | 0.15% | 0.76% | Q4 2016 | Q2 2019 | 11 |
Freestone Capital Holdings, LLC | 7 | 2 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2022 | 11 |
Pallas Capital Advisors LLC | 11 | 11 | 0.34% | 0.65% | 0.83% | Q1 2021 | Q3 2023 | 11 |
Nan Shan Life Insurance Co., Ltd. | 7 | 4 | 0.11% | 0.51% | 1.22% | Q3 2016 | Q4 2021 | 11 |
Numeric Investors LLC | 7 | 1 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q4 2017 | 11 |
NORTHSTAR ASSET MANAGEMENT INC | 11 | 11 | 1.96% | 2.70% | 3.85% | Q1 2021 | Q3 2023 | 11 |
Koshinski Asset Management, Inc. | 11 | 11 | 0.06% | 0.09% | 0.16% | Q1 2021 | Q3 2023 | 11 |
MIDDLETON & CO INC/MA | 11 | 11 | 0.11% | 0.14% | 0.20% | Q3 2017 | Q1 2020 | 11 |
Jackson Wealth Management, LLC | 11 | 11 | 0.54% | 0.60% | 0.68% | Q4 2014 | Q2 2017 | 11 |
ASPIRIANT HOLDINGS S3, LLC | 11 | 11 | 1.23% | 1.88% | 2.82% | Q2 2013 | Q4 2015 | 11 |
Ithaka Group | 11 | 11 | 1.95% | 2.27% | 2.63% | Q1 2015 | Q3 2017 | 11 |
Marcum Wealth, LLC | 11 | 11 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 11 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 9 | 2 | 0.00% | 1.84% | 2.49% | Q1 2015 | Q4 2018 | 11 |
Junto Capital Management LP | 5 | 1 | 1.04% | 2.10% | 4.83% | Q1 2017 | Q3 2022 | 11 |
Janney Capital Management LLC | 11 | 11 | 0.05% | 0.16% | 0.35% | Q1 2021 | Q3 2023 | 11 |
Princeton Global Asset Management LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 11 |
First American Bank | 9 | 2 | 0.13% | 0.20% | 0.34% | Q1 2019 | Q4 2021 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.06% | 0.08% | 0.14% | Q4 2017 | Q2 2020 | 11 |
Connectus Wealth, LLC | 11 | 11 | 0.02% | 1.09% | 3.66% | Q1 2021 | Q3 2023 | 11 |
Ardevora Asset Management LLP | 11 | 11 | 0.98% | 1.32% | 1.93% | Q4 2014 | Q2 2017 | 11 |
MUFG Securities EMEA plc | 7 | 1 | 0.06% | 0.21% | 0.36% | Q2 2017 | Q4 2020 | 11 |
GLG Partners LP | 9 | 1 | 0.01% | 0.26% | 0.67% | Q4 2014 | Q4 2017 | 11 |
Nikko Asset Management Americas, Inc. | 8 | 3 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q4 2017 | 11 |
State of Wyoming | 11 | 11 | 0.00% | 0.07% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Robertson Stephens Wealth Management, LLC | 11 | 11 | 0.05% | 0.07% | 0.11% | Q1 2021 | Q3 2023 | 11 |
Veritas Investment Management LLP | 8 | 1 | 0.02% | 0.06% | 0.14% | Q3 2013 | Q4 2016 | 11 |
Burns Matteson Capital Management, LLC | 11 | 11 | 0.29% | 0.40% | 0.51% | Q4 2020 | Q2 2023 | 11 |
Sciencast Management LP | 3 | 1 | 0.30% | 0.61% | 1.17% | Q3 2016 | Q3 2023 | 11 |
McLean Asset Management Corp | 6 | 5 | 0.08% | 0.11% | 0.20% | Q4 2020 | Q4 2023 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 0.23% | 0.34% | 0.50% | Q2 2013 | Q4 2015 | 11 |
Alhambra Investment Management LLC | 11 | 11 | 0.22% | 0.28% | 0.32% | Q1 2021 | Q3 2023 | 11 |
Arabesque Asset Management Ltd | 6 | 5 | 0.64% | 1.18% | 2.68% | Q4 2018 | Q4 2022 | 11 |
Sustainable Insight Capital Management, LLC | 7 | 1 | 0.15% | 0.21% | 0.25% | Q3 2018 | Q2 2022 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 11 |
TODD ASSET MANAGEMENT LLC | 8 | 1 | 0.35% | 0.40% | 0.46% | Q3 2015 | Q2 2019 | 11 |
Wilkinson Global Asset Management LLC | 11 | 11 | 4.96% | 6.39% | 8.31% | Q1 2021 | Q3 2023 | 11 |
Moloney Securities Asset Management, LLC | 7 | 4 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 11 |
Hammer Asset Management, LLC | 11 | 11 | 2.52% | 2.85% | 3.48% | Q2 2018 | Q4 2020 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q2 2023 | 11 |
Kimelman & Baird, LLC | 6 | 1 | 0.95% | 1.91% | 2.16% | Q1 2017 | Q2 2021 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.15% | 0.19% | 0.24% | Q4 2020 | Q3 2023 | 11 |
CCG WEALTH MANAGEMENT, LLC | 10 | 1 | 0.12% | 0.17% | 0.27% | Q4 2019 | Q4 2022 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.03% | 0.15% | 0.27% | Q1 2021 | Q3 2023 | 11 |
J.W. COLE ADVISORS, INC. | 9 | 1 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 11 |
Magnus Financial Group LLC | 7 | 4 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q3 2023 | 11 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 11 | 11 | 0.04% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Founders Financial Alliance, LLC | 6 | 5 | 0.10% | 0.12% | 0.18% | Q3 2020 | Q3 2023 | 11 |
Symphony Financial, Ltd. Co. | 8 | 1 | 0.05% | 0.09% | 0.17% | Q1 2020 | Q3 2023 | 11 |
LAKE STREET FINANCIAL LLC | 6 | 5 | 0.05% | 0.09% | 0.15% | Q4 2020 | Q3 2023 | 11 |
BMT Investment Advisors | 11 | 11 | 1.33% | 1.54% | 1.74% | Q3 2017 | Q1 2020 | 11 |
Piscataqua Savings Bank | 11 | 11 | 1.40% | 1.92% | 2.13% | Q1 2021 | Q3 2023 | 11 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 0.33% | 0.40% | 0.48% | Q2 2020 | Q4 2022 | 11 |
Atom Investors LP | 5 | 1 | 0.05% | 0.30% | 0.62% | Q4 2018 | Q3 2023 | 11 |
EMERALD ADVISERS, LLC | 9 | 1 | 0.01% | 0.05% | 0.07% | Q4 2013 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 11 |
CG Asset Management LLC | 9 | 2 | 0.47% | 0.84% | 1.24% | Q4 2013 | Q4 2016 | 11 |
Willingdon Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q1 2020 | 11 |
Kovitz Investment Group, LLC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2015 | 11 |
HOERTKORN RICHARD CHARLES | 11 | 11 | 0.02% | 0.03% | 0.04% | Q3 2016 | Q1 2019 | 11 |
TRUE Private Wealth Advisors | 5 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 11 |
Quotient Investors, LLC | 6 | 5 | 0.07% | 0.23% | 0.47% | Q2 2013 | Q3 2016 | 11 |
OPSEU Pension Plan Trust Fund | 11 | 11 | 0.09% | 0.22% | 0.85% | Q1 2020 | Q3 2022 | 11 |
MOORE CAPITAL MANAGEMENT, LP | 5 | 1 | 0.03% | 0.53% | 1.32% | Q2 2013 | Q1 2021 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2020 | 11 |
Unigestion Holding SA | 6 | 1 | 0.02% | 1.19% | 2.39% | Q2 2018 | Q1 2022 | 11 |
Coatue Management | 8 | 3 | 0.00% | 0.04% | 0.25% | Q1 2018 | Q4 2020 | 11 |
CORNERCAP INVESTMENT COUNSEL INC | 11 | 11 | 0.61% | 0.81% | 0.99% | Q4 2016 | Q2 2019 | 11 |
Hardman Johnston Global Advisors LLC | 11 | 11 | 0.47% | 0.94% | 1.54% | Q3 2020 | Q1 2023 | 11 |
NEW ENGLAND ASSET MANAGEMENT INC | 8 | 2 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2022 | 10 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 7 | 3 | 0.00% | 0.03% | 0.08% | Q4 2015 | Q4 2022 | 10 |
Ironwood Financial, llc | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2021 | 10 |
AMARILLO NATIONAL BANK | 10 | 10 | 0.14% | 0.31% | 0.58% | Q2 2013 | Q3 2015 | 10 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 6 | 1 | 0.46% | 0.81% | 1.01% | Q4 2017 | Q3 2023 | 10 |
MARSICO CAPITAL MANAGEMENT LLC | 5 | 2 | 0.18% | 1.25% | 2.84% | Q2 2013 | Q4 2019 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.03% | 0.09% | 0.19% | Q4 2020 | Q3 2023 | 10 |
Schwab Charitable Fund | 9 | 1 | 0.02% | 0.40% | 1.14% | Q2 2019 | Q4 2021 | 10 |
MAGNOLIA CAPITAL ADVISORS LLC | 10 | 10 | 0.24% | 0.54% | 0.99% | Q1 2021 | Q2 2023 | 10 |
Retirement Group, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 10 |
Union Heritage Capital, LLC | 10 | 10 | 0.56% | 0.69% | 0.87% | Q1 2021 | Q2 2023 | 10 |
Absolute Return Capital, LLC | 10 | 10 | 0.01% | 0.14% | 0.39% | Q2 2013 | Q3 2015 | 10 |
Allegis Investment Advisors, LLC | 10 | 10 | 0.46% | 0.71% | 1.01% | Q4 2015 | Q1 2018 | 10 |
TWINBEECH CAPITAL LP | 5 | 1 | 0.35% | 1.09% | 1.47% | Q4 2019 | Q3 2023 | 10 |
CI Global Investments Inc. | 6 | 1 | 0.07% | 0.20% | 0.40% | Q2 2013 | Q2 2017 | 10 |
Jump Trading, LLC | 5 | 1 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q1 2019 | 10 |
Financial Advocates Investment Management | 10 | 10 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2022 | 10 |
COLUMBUS CIRCLE INVESTORS | 9 | 1 | 0.30% | 0.99% | 1.58% | Q3 2015 | Q2 2020 | 10 |
Motley Fool Asset Management LLC | 10 | 10 | 0.07% | 0.11% | 0.14% | Q1 2018 | Q2 2020 | 10 |
OXFORD ASSET MANAGEMENT LLP | 9 | 1 | 0.01% | 0.14% | 0.26% | Q1 2017 | Q4 2019 | 10 |
Domani Wealth, LLC | 3 | 1 | 0.04% | 0.06% | 0.10% | Q1 2019 | Q1 2023 | 10 |
Clarus Wealth Advisors | 7 | 3 | 0.05% | 0.22% | 0.35% | Q2 2018 | Q4 2020 | 10 |
WealthPLAN Partners, LLC | 5 | 1 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q4 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 10 |
PATTON ALBERTSON MILLER GROUP, LLC | 4 | 1 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q3 2023 | 10 |
FRANKLIN STREET ADVISORS INC /NC | 6 | 4 | 0.03% | 1.09% | 2.60% | Q4 2017 | Q3 2023 | 10 |
TECTONIC ADVISORS LLC | 10 | 10 | 0.03% | 0.05% | 0.06% | Q1 2021 | Q2 2023 | 10 |
IndexIQ Advisors LLC | 10 | 10 | 0.00% | 0.03% | 0.05% | Q4 2019 | Q1 2022 | 10 |
CVA Family Office, LLC | 8 | 2 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 10 |
RS INVESTMENT MANAGEMENT CO LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q2 2016 | 10 |
Xcel Wealth Management, LLC | 10 | 10 | 0.56% | 0.71% | 0.89% | Q2 2021 | Q3 2023 | 10 |
EMFO, LLC | 10 | 10 | 0.01% | 0.21% | 0.39% | Q2 2021 | Q3 2023 | 10 |
ANALYTIC INVESTORS, LLC | 5 | 5 | 0.01% | 0.22% | 0.55% | Q2 2013 | Q3 2016 | 10 |
One Capital Management, LLC | 4 | 1 | 0.01% | 0.02% | 0.07% | Q3 2014 | Q3 2023 | 10 |
SMITH, MOORE & CO. | 7 | 3 | 0.08% | 0.11% | 0.14% | Q1 2017 | Q3 2023 | 10 |
Jacobus Wealth Management, Inc. | 10 | 10 | 0.03% | 0.05% | 0.06% | Q4 2013 | Q1 2016 | 10 |
Hoxton Financial, Inc. | 8 | 1 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q1 2016 | 10 |
NICOLA WEALTH MANAGEMENT LTD. | 8 | 2 | 0.13% | 0.86% | 1.56% | Q4 2018 | Q4 2021 | 10 |
Tempus Wealth Planning, LLC | 10 | 10 | 0.37% | 0.43% | 0.55% | Q2 2021 | Q3 2023 | 10 |
EagleClaw Capital Managment, LLC | 10 | 10 | 0.90% | 1.11% | 1.35% | Q2 2021 | Q3 2023 | 10 |
Northstar Advisory Group, LLC | 8 | 2 | 0.12% | 0.70% | 2.04% | Q4 2020 | Q3 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.06% | 0.17% | 0.30% | Q2 2021 | Q3 2023 | 10 |
Douglas Lane & Associates, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 10 |
O'Shares Investment Advisers, LLC | 7 | 3 | 0.20% | 0.48% | 0.97% | Q4 2018 | Q1 2022 | 10 |
ELLINGTON MANAGEMENT GROUP LLC | 4 | 1 | 0.08% | 0.41% | 0.67% | Q1 2014 | Q4 2019 | 10 |
WBI INVESTMENTS, LLC | 3 | 1 | 0.09% | 0.30% | 0.69% | Q2 2015 | Q3 2023 | 10 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 6 | 1 | 0.01% | 0.07% | 0.27% | Q3 2013 | Q4 2022 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
STONERIDGE INVESTMENT PARTNERS LLC | 3 | 1 | 0.04% | 0.92% | 2.71% | Q2 2014 | Q2 2022 | 10 |
OneDigital Investment Advisors LLC | 7 | 3 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 10 |
Morningstar Investment Services LLC | 10 | 10 | 0.01% | 0.03% | 0.05% | Q3 2014 | Q4 2016 | 10 |
Syntal Capital Partners, LLC | 7 | 1 | 0.05% | 0.42% | 0.79% | Q4 2016 | Q3 2023 | 10 |
James Hambro & Partners | 10 | 10 | 3.26% | 3.68% | 4.16% | Q2 2021 | Q3 2023 | 10 |
NS Partners Ltd | 10 | 10 | 0.37% | 1.47% | 2.04% | Q2 2015 | Q3 2017 | 10 |
NatWest Group plc | 10 | 10 | 0.10% | 0.26% | 0.46% | Q2 2013 | Q3 2015 | 10 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 10 | 10 | 0.30% | 0.42% | 0.56% | Q2 2021 | Q3 2023 | 10 |
Asio Capital, LLC | 4 | 3 | 0.02% | 0.09% | 0.22% | Q4 2019 | Q3 2023 | 10 |
MENTA CAPITAL LLC | 2 | 1 | 0.04% | 0.20% | 0.55% | Q2 2014 | Q2 2019 | 10 |
Railway Pension Investments Ltd | 8 | 2 | 0.09% | 0.66% | 1.11% | Q4 2018 | Q3 2023 | 10 |
MONETTA FINANCIAL SERVICES INC | 5 | 1 | 0.56% | 0.97% | 1.31% | Q3 2013 | Q3 2023 | 10 |
HFR Wealth Management, LLC | 10 | 10 | 2.18% | 3.01% | 3.78% | Q2 2021 | Q3 2023 | 10 |
Constellation Wealth Advisors, LLC | 10 | 10 | 0.44% | 0.49% | 0.63% | Q2 2013 | Q3 2015 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.00% | 0.03% | 0.07% | Q4 2016 | Q1 2019 | 10 |
GSB Wealth Management, LLC | 8 | 2 | 0.36% | 0.50% | 0.72% | Q1 2021 | Q3 2023 | 10 |
Border to Coast Pensions Partnership Ltd | 10 | 10 | 0.52% | 0.75% | 0.88% | Q2 2021 | Q3 2023 | 10 |
Verity & Verity, LLC | 10 | 10 | 0.40% | 0.55% | 0.66% | Q3 2017 | Q4 2019 | 10 |
Lionsbridge Wealth Management LLC | 10 | 10 | 1.19% | 1.42% | 1.70% | Q4 2019 | Q1 2022 | 10 |
Hefty Wealth Partners | 10 | 10 | 0.01% | 0.36% | 1.15% | Q4 2015 | Q1 2018 | 10 |
Bank of New Hampshire | 10 | 10 | 0.82% | 1.07% | 1.29% | Q2 2021 | Q3 2023 | 10 |
Warther Private Wealth, LLC | 10 | 10 | 0.25% | 0.58% | 1.12% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
BEACON TRUST CO | 10 | 10 | 0.85% | 1.12% | 1.33% | Q4 2014 | Q1 2017 | 10 |
JACKSON SQUARE CAPITAL, LLC | 4 | 2 | 0.01% | 0.26% | 0.71% | Q4 2019 | Q3 2023 | 10 |
WP Advisors, LLC | 8 | 1 | 0.04% | 0.10% | 0.14% | Q3 2018 | Q3 2023 | 10 |
Baldwin Investment Management, LLC | 10 | 10 | 0.08% | 0.13% | 0.18% | Q2 2021 | Q3 2023 | 10 |
GRATRY & Co LLC | 5 | 1 | 0.21% | 0.23% | 0.24% | Q2 2013 | Q4 2016 | 10 |
Summit Trail Advisors, LLC | 8 | 2 | 0.03% | 0.14% | 0.56% | Q4 2017 | Q3 2023 | 10 |
Infusive Asset Management Inc. | 8 | 2 | 2.81% | 4.18% | 6.23% | Q4 2020 | Q2 2023 | 10 |
Andesa Financial Management Inc. | 6 | 2 | 0.10% | 0.15% | 0.19% | Q2 2020 | Q1 2023 | 10 |
Permit Capital, LLC | 10 | 10 | 0.08% | 0.10% | 0.13% | Q2 2013 | Q3 2015 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.06% | 0.08% | 0.09% | Q2 2013 | Q3 2015 | 10 |
SpiderRock Advisors, LLC | 3 | 2 | 0.01% | 0.09% | 0.54% | Q1 2017 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.29% | 0.40% | 0.50% | Q2 2021 | Q3 2023 | 10 |
Summit Financial, LLC | 10 | 10 | 0.03% | 0.08% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Armbruster Capital Management, Inc. | 10 | 10 | 0.04% | 0.04% | 0.06% | Q4 2015 | Q1 2018 | 10 |
CENTAURUS FINANCIAL, INC. | 8 | 1 | 0.01% | 0.04% | 0.10% | Q2 2018 | Q3 2023 | 10 |
DAVIS SELECTED ADVISERS | 10 | 10 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q4 2015 | 10 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 5 | 5 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q4 2017 | 10 |
Point72 Middle East FZE | 4 | 4 | 0.00% | 0.08% | 0.21% | Q4 2022 | Q3 2023 | 10 |
Grandview Asset Management LLC | 5 | 5 | 0.10% | 0.19% | 0.33% | Q2 2020 | Q4 2022 | 10 |
MRA Advisory Group | 6 | 4 | 0.16% | 0.20% | 0.24% | Q4 2020 | Q2 2023 | 10 |
Staton Financial Advisors, LLC | 10 | 10 | 1.40% | 1.94% | 2.59% | Q1 2015 | Q2 2017 | 10 |
SlateStone Wealth, LLC | 10 | 10 | 0.51% | 0.72% | 0.92% | Q2 2021 | Q3 2023 | 10 |
British Airways Pensions Investment Management Ltd | 10 | 10 | 0.16% | 0.59% | 0.85% | Q1 2018 | Q2 2020 | 10 |
Disciplined Investments, LLC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 10 |
Quantinno Capital Management LP | 8 | 1 | 0.18% | 0.27% | 0.43% | Q1 2020 | Q3 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.01% | 0.26% | 0.49% | Q2 2021 | Q3 2023 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 9 |
Gladstone Institutional Advisory LLC | 7 | 2 | 0.02% | 0.04% | 0.10% | Q2 2021 | Q3 2023 | 9 |
Tuscan Ridge Asset Management LLC | 4 | 4 | 0.04% | 0.08% | 0.15% | Q4 2018 | Q3 2019 | 9 |
Bollard Group LLC | 8 | 1 | 0.00% | 0.02% | 0.02% | Q2 2020 | Q2 2023 | 9 |
CGN Advisors LLC | 6 | 3 | 0.12% | 0.15% | 0.16% | Q4 2020 | Q4 2023 | 9 |
Homrich & Berg | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2021 | 9 |
HARDING LOEVNER LP | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2022 | 9 |
Greenline Partners, LLC | 4 | 1 | 0.04% | 0.11% | 0.64% | Q2 2020 | Q3 2023 | 9 |
NEW AMSTERDAM PARTNERS LLC/NY | 5 | 4 | 0.11% | 0.26% | 0.86% | Q2 2013 | Q1 2019 | 9 |
Perennial Advisors, LLC | 3 | 1 | 0.00% | 0.03% | 0.15% | Q2 2017 | Q3 2023 | 9 |
ATTICUS WEALTH MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 9 |
Tortoise Investment Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 9 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 9 | 9 | 0.02% | 1.73% | 2.46% | Q1 2015 | Q1 2017 | 9 |
BBR PARTNERS, LLC | 8 | 1 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q4 2022 | 9 |
MAZAMA CAPITAL MANAGEMENT INC | 9 | 9 | 0.01% | 0.30% | 0.50% | Q4 2013 | Q4 2015 | 9 |
Investors Financial Group, LLC | 9 | 9 | 0.22% | 0.28% | 0.38% | Q4 2019 | Q4 2021 | 9 |
FORTALEZA ASSET MANAGEMENT INC/ | 5 | 4 | 0.68% | 1.12% | 1.38% | Q2 2013 | Q4 2016 | 9 |
Biechele Royce Advisors | 9 | 9 | 0.07% | 0.09% | 0.11% | Q3 2021 | Q3 2023 | 9 |
Evanson Asset Management, LLC | 8 | 1 | 0.04% | 0.05% | 0.05% | Q3 2018 | Q4 2020 | 9 |
Marathon Asset Management Ltd | 9 | 9 | 1.65% | 1.86% | 2.13% | Q3 2021 | Q3 2023 | 9 |
Platte River Wealth Advisors, LLC | 4 | 1 | 0.07% | 0.13% | 0.30% | Q4 2019 | Q3 2023 | 9 |
Suncoast Equity Management | 7 | 2 | 0.05% | 0.12% | 0.32% | Q3 2018 | Q3 2023 | 9 |
Valentine Capital Asset Management, Inc. | 9 | 9 | 1.24% | 2.17% | 3.11% | Q1 2012 | Q1 2014 | 9 |
BECK MACK & OLIVER LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2015 | 9 |
First Fiduciary Investment Counsel, Inc. | 9 | 9 | 1.12% | 1.83% | 2.23% | Q1 2020 | Q1 2022 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.10% | 0.23% | 0.35% | Q2 2013 | Q2 2015 | 9 |
Index Management Solutions, LLC | 9 | 9 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2015 | 9 |
GREAT VALLEY ADVISOR GROUP, INC. | 4 | 1 | 0.01% | 0.19% | 1.39% | Q1 2019 | Q3 2023 | 9 |
Geneva Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q2 2017 | 9 |
AIA Group Ltd | 8 | 1 | 0.03% | 0.09% | 0.23% | Q4 2020 | Q3 2023 | 9 |
Stonehage Fleming (UK) Ltd | 9 | 9 | 0.15% | 0.21% | 0.26% | Q4 2013 | Q4 2015 | 9 |
PSI Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 1 | 0.04% | 0.06% | 0.10% | Q4 2017 | Q3 2023 | 9 |
RONALD BLUE & CO LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q3 2015 | 9 |
Arlington Partners LLC | 4 | 2 | 0.00% | 0.11% | 0.47% | Q3 2018 | Q3 2023 | 9 |
PATTON FUND MANAGEMENT, INC. | 9 | 9 | 0.23% | 0.48% | 1.10% | Q3 2021 | Q3 2023 | 9 |
Essex LLC | 9 | 9 | 0.06% | 0.08% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Nicholas Investment Partners, LP | 5 | 4 | 0.10% | 0.18% | 0.26% | Q4 2015 | Q3 2023 | 9 |
CAAS CAPITAL MANAGEMENT LP | 5 | 5 | 0.01% | 0.04% | 0.08% | Q1 2021 | Q1 2022 | 9 |
NorthCoast Asset Management LLC | 7 | 2 | 0.02% | 0.05% | 0.11% | Q3 2014 | Q3 2021 | 9 |
Gideon Capital Advisors, Inc. | 3 | 1 | 0.14% | 0.54% | 0.85% | Q2 2014 | Q4 2019 | 9 |
Stone Ridge Asset Management LLC | 8 | 1 | 0.04% | 0.43% | 1.18% | Q4 2017 | Q1 2020 | 9 |
CARL DOMINO INC | 9 | 9 | 0.12% | 0.23% | 0.31% | Q3 2014 | Q3 2016 | 9 |
Dynamic Capital Management Ltd | 2 | 1 | 0.02% | 0.44% | 1.41% | Q1 2014 | Q1 2019 | 9 |
NWAM LLC | 8 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 9 |
CRAWFORD INVESTMENT COUNSEL INC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2021 | 9 |
CHILDRESS CAPITAL ADVISORS, LLC | 7 | 1 | 0.05% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 9 |
Teza Capital Management LLC | 3 | 1 | 0.05% | 0.25% | 0.84% | Q1 2018 | Q4 2022 | 9 |
New Jersey Better Educational Savings Trust | 4 | 1 | 0.36% | 0.51% | 0.70% | Q4 2019 | Q3 2023 | 9 |
Perpetual Investment Management Ltd | 9 | 9 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q4 2022 | 9 |
USCA RIA LLC | 4 | 1 | 0.02% | 0.16% | 0.38% | Q3 2016 | Q4 2020 | 9 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 1 | 0.01% | 0.39% | 1.03% | Q2 2015 | Q3 2023 | 9 |
THOMAS WHITE INTERNATIONAL LTD | 5 | 4 | 0.02% | 0.35% | 0.80% | Q2 2013 | Q3 2016 | 9 |
Savant Capital, LLC | 9 | 9 | 0.01% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Lumature Wealth Partners, LLC | 9 | 9 | 0.00% | 0.15% | 0.31% | Q2 2021 | Q2 2023 | 9 |
KOPP INVESTMENT ADVISORS LLC | 9 | 9 | 0.45% | 0.55% | 0.70% | Q3 2017 | Q3 2019 | 9 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.03% | 0.13% | Q4 2019 | Q3 2023 | 9 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q4 2021 | 9 |
Sanford Advisory Services, LLC | 9 | 9 | 0.07% | 0.09% | 0.10% | Q4 2020 | Q4 2022 | 9 |
Miracle Mile Advisors, LLC | 6 | 1 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q2 2022 | 9 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 6 | 1 | 0.07% | 0.32% | 0.69% | Q1 2015 | Q1 2019 | 9 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.09% | 0.30% | 0.54% | Q3 2016 | Q1 2023 | 9 |
Leelyn Smith, LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q4 2022 | 9 |
JB Capital LLC | 9 | 9 | 0.21% | 0.55% | 0.94% | Q3 2021 | Q3 2023 | 9 |
ArrowMark Colorado Holdings LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q2 2017 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 0.01% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.08% | 0.11% | 0.18% | Q4 2021 | Q4 2023 | 9 |
Golden State Wealth Management, LLC | 4 | 1 | 0.02% | 0.04% | 0.07% | Q1 2019 | Q4 2021 | 9 |
Lombard Odier Asset Management (USA) Corp | 2 | 1 | 0.01% | 0.17% | 0.94% | Q2 2015 | Q3 2023 | 9 |
Zweig-DiMenna Associates LLC | 7 | 1 | 0.49% | 0.84% | 1.65% | Q4 2014 | Q4 2022 | 9 |
GLOBEFLEX CAPITAL L P | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 9 |
OXFORD FINANCIAL GROUP, LTD. LLC | 5 | 4 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 9 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Torch Wealth Management LLC | 9 | 9 | 0.69% | 0.99% | 1.12% | Q4 2017 | Q4 2019 | 9 |
Highland Private Wealth Management | 8 | 1 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q3 2022 | 9 |
McClarren Financial Advisors, Inc. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 9 |
IVC Wealth Advisors LLC | 4 | 4 | 0.15% | 0.17% | 0.19% | Q1 2021 | Q3 2023 | 8 |
GDS Wealth Management | 8 | 8 | 0.57% | 0.78% | 1.05% | Q4 2021 | Q3 2023 | 8 |
Fortitude Advisory Group L.L.C. | 8 | 8 | 0.18% | 0.29% | 0.37% | Q4 2021 | Q3 2023 | 8 |
Polaris Wealth Advisory Group, LLC | 5 | 1 | 0.00% | 0.60% | 1.65% | Q4 2014 | Q3 2023 | 8 |
Asset Management Resources, LLC | 8 | 8 | 0.16% | 0.23% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2017 | 8 |
Gary Goldberg Planning Services Inc | 8 | 8 | 0.56% | 0.86% | 1.26% | Q1 2013 | Q4 2014 | 8 |
Hutchens & Kramer Investment Management Group, LLC | 8 | 8 | 0.76% | 1.02% | 1.50% | Q4 2021 | Q3 2023 | 8 |
Comprehensive Financial Consultants Institutional, Inc. | 8 | 8 | 0.63% | 0.78% | 0.93% | Q4 2021 | Q3 2023 | 8 |
Bill Few Associates, Inc. | 8 | 8 | 1.98% | 2.70% | 3.68% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.09% | 0.19% | 0.26% | Q4 2021 | Q3 2023 | 8 |
COMMONS CAPITAL, LLC | 8 | 8 | 0.44% | 0.62% | 0.84% | Q4 2021 | Q3 2023 | 8 |
Whitnell & Co. | 8 | 8 | 0.22% | 0.39% | 0.50% | Q1 2018 | Q4 2019 | 8 |
Resurgent Financial Advisors LLC | 8 | 8 | 0.14% | 0.18% | 0.23% | Q4 2021 | Q3 2023 | 8 |
FIDUCIARY ASSET MANAGEMENT LLC | 8 | 8 | 0.34% | 0.43% | 0.56% | Q2 2013 | Q1 2015 | 8 |
Waverly Advisors, LLC | 6 | 2 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q3 2015 | 8 |
Quent Capital, LLC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.10% | 0.19% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
West Family Investments, Inc. | 4 | 1 | 0.06% | 0.08% | 0.11% | Q2 2021 | Q3 2023 | 8 |
Capital Wealth Planning, LLC | 6 | 1 | 0.01% | 0.15% | 1.02% | Q2 2018 | Q1 2021 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.12% | 0.28% | 0.59% | Q4 2021 | Q3 2023 | 8 |
Airain ltd | 3 | 1 | 0.03% | 0.20% | 0.49% | Q1 2014 | Q2 2017 | 8 |
EFG Asset Management (North America) Corp. | 8 | 8 | 0.16% | 0.25% | 0.35% | Q4 2021 | Q3 2023 | 8 |
LGT Fund Management Co Ltd. | 8 | 8 | 0.05% | 0.17% | 0.25% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Spark Investment Management LLC | 3 | 1 | 0.10% | 0.17% | 0.30% | Q4 2013 | Q4 2019 | 8 |
Intelligent Financial Strategies | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Ascent Wealth Partners, LLC | 8 | 8 | 0.23% | 0.31% | 0.38% | Q1 2021 | Q4 2022 | 8 |
FIDUCIARY SERVICES CORP/GA | 8 | 8 | 0.33% | 0.43% | 0.60% | Q2 2013 | Q1 2015 | 8 |
KRS Capital Management, LLC | 8 | 8 | 0.46% | 0.61% | 0.81% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Confluence Wealth Services, Inc. | 8 | 8 | 0.11% | 0.13% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Intrinsic Value Partners, LLC | 8 | 8 | 0.30% | 0.40% | 0.47% | Q4 2021 | Q3 2023 | 8 |
HORIZON BANCORP INC /IN/ | 4 | 4 | 0.03% | 0.34% | 0.77% | Q4 2019 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.02% | 0.07% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.04% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
PRIMORIS WEALTH ADVISORS, LLC | 8 | 8 | 0.23% | 0.88% | 4.38% | Q4 2021 | Q3 2023 | 8 |
Insight Inv LLC | 8 | 8 | 1.09% | 1.51% | 2.04% | Q4 2021 | Q3 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CCLA Investment Management | 8 | 8 | 0.57% | 1.68% | 2.33% | Q2 2020 | Q1 2022 | 8 |
Alapocas Investment Partners, Inc. | 8 | 8 | 4.29% | 5.35% | 6.46% | Q4 2021 | Q3 2023 | 8 |
NorthRock Partners, LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Laraway Financial Advisors Inc | 8 | 8 | 0.52% | 0.64% | 0.75% | Q4 2021 | Q3 2023 | 8 |
Ruggie Capital Group | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2019 | 8 |
TLP GROUP LLC | 5 | 1 | 0.00% | 0.21% | 0.40% | Q1 2016 | Q3 2018 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.63% | 0.77% | 0.94% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.22% | 0.25% | 0.28% | Q2 2013 | Q1 2015 | 8 |
1620 INVESTMENT ADVISORS, INC. | 8 | 8 | 1.31% | 1.80% | 2.19% | Q4 2021 | Q3 2023 | 8 |
Lombard Odier Transatlantic Ltd | 8 | 8 | 0.71% | 1.70% | 2.60% | Q4 2014 | Q3 2016 | 8 |
FORT, L.P. | 8 | 8 | 0.03% | 0.27% | 0.48% | Q2 2018 | Q1 2020 | 8 |
WEALTH EFFECTS LLC | 8 | 8 | 0.11% | 0.14% | 0.18% | Q4 2021 | Q3 2023 | 8 |
BHF Kleinwort Benson Group S.A. | 4 | 4 | 0.04% | 0.42% | 1.23% | Q1 2014 | Q1 2016 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.23% | 0.25% | 0.27% | Q4 2014 | Q3 2016 | 8 |
Eagle Bluffs Wealth Management LLC | 8 | 8 | 0.32% | 0.67% | 1.42% | Q4 2021 | Q3 2023 | 8 |
Bowman & Co S.C. | 8 | 8 | 0.34% | 0.52% | 0.78% | Q4 2021 | Q3 2023 | 8 |
Waypoint Capital Advisors, LLC | 8 | 8 | 0.24% | 0.32% | 0.57% | Q4 2021 | Q3 2023 | 8 |
American Trust | 8 | 8 | 0.48% | 0.54% | 0.69% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Stiles Financial Services Inc | 8 | 8 | 0.56% | 0.84% | 1.02% | Q4 2021 | Q3 2023 | 8 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6 | 2 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q1 2023 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.72% | 1.10% | 1.33% | Q4 2021 | Q3 2023 | 8 |
Thomas J. Herzfeld Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
BlackDiamond Wealth Management, LLC | 8 | 8 | 0.53% | 0.60% | 0.67% | Q4 2021 | Q3 2023 | 8 |
AT Bancorp | 8 | 8 | 0.02% | 0.18% | 0.24% | Q2 2017 | Q1 2019 | 8 |
TAGStone Capital, Inc. | 8 | 8 | 0.94% | 1.11% | 1.24% | Q4 2021 | Q3 2023 | 8 |
CHANNING GLOBAL ADVISORS, LLC | 8 | 8 | 1.58% | 2.10% | 3.09% | Q4 2021 | Q3 2023 | 8 |
Mill Capital Management, LLC | 8 | 8 | 0.04% | 0.09% | 0.16% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Counsel Portfolio Services Inc. | 4 | 4 | 0.03% | 0.24% | 0.55% | Q2 2013 | Q2 2016 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Pine Haven Investment Counsel, Inc | 8 | 8 | 0.55% | 0.75% | 0.93% | Q4 2021 | Q3 2023 | 8 |
VELA Investment Management, LLC | 8 | 8 | 0.32% | 0.50% | 0.63% | Q4 2021 | Q3 2023 | 8 |
Versor Investments LP | 3 | 1 | 0.01% | 0.10% | 0.21% | Q4 2017 | Q3 2023 | 8 |
Optimal Asset Management, Inc. | 8 | 8 | 0.25% | 0.44% | 0.63% | Q4 2019 | Q3 2021 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Riverwater Partners LLC | 7 | 1 | 0.47% | 0.57% | 0.67% | Q4 2021 | Q4 2023 | 8 |
First Affirmative Financial Network | 6 | 2 | 0.20% | 0.31% | 0.40% | Q3 2021 | Q4 2023 | 8 |
HRT FINANCIAL LP | 3 | 1 | 0.01% | 0.13% | 0.42% | Q2 2019 | Q1 2023 | 8 |
Invictus RG | 3 | 1 | 0.05% | 0.29% | 0.80% | Q2 2016 | Q4 2020 | 8 |
Sageworth Trust Co of South Dakota | 8 | 8 | 3.25% | 3.86% | 4.71% | Q4 2021 | Q3 2023 | 8 |
Gardiner Nancy B | 8 | 8 | 0.86% | 1.03% | 1.17% | Q3 2018 | Q2 2020 | 8 |
Convergence Investment Partners, LLC | 2 | 1 | 0.02% | 0.09% | 0.13% | Q1 2018 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.05% | 0.07% | 0.08% | Q2 2013 | Q1 2015 | 8 |
StrategIQ Financial Group, LLC | 8 | 8 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Heartland Bank & Trust Co | 8 | 8 | 0.26% | 0.36% | 0.58% | Q4 2021 | Q3 2023 | 8 |
Schneider Downs Wealth Management Advisors, LP | 8 | 8 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q3 2022 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.06% | 0.08% | 0.11% | Q4 2020 | Q3 2022 | 8 |
Fosun International Ltd | 6 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q1 2022 | 8 |
CRAMER ROSENTHAL MCGLYNN LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
Grace Capital | 4 | 2 | 0.11% | 0.20% | 0.56% | Q1 2019 | Q4 2021 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.13% | 0.17% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Capital Directions Investment Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2022 | 8 |
SYNTAX ADVISORS, LLC | 8 | 8 | 0.40% | 0.42% | 0.44% | Q4 2021 | Q3 2023 | 8 |
Brandywine Global Investment Management, LLC | 4 | 1 | 0.00% | 0.03% | 0.25% | Q3 2015 | Q2 2019 | 8 |
Trust CO of the Ozarks | 8 | 8 | 0.09% | 0.11% | 0.16% | Q4 2013 | Q3 2015 | 8 |
MANE GLOBAL CAPITAL MANAGEMENT LP | 8 | 8 | 1.45% | 2.59% | 4.93% | Q4 2021 | Q3 2023 | 8 |
Cubic Asset Management, LLC | 8 | 8 | 0.21% | 0.30% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Independence Advisors, LLC | 7 | 1 | 0.05% | 0.06% | 0.07% | Q3 2018 | Q3 2020 | 8 |
Almanack Investment Partners, LLC. | 5 | 1 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q4 2021 | 8 |
J. Goldman & Co LP | 2 | 1 | 0.03% | 0.66% | 1.95% | Q2 2017 | Q1 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.13% | 0.25% | 0.51% | Q4 2021 | Q3 2023 | 8 |
Robbins Farley | 5 | 3 | 1.44% | 2.17% | 2.76% | Q1 2021 | Q3 2023 | 8 |
Thrive Wealth Management, LLC | 8 | 8 | 0.12% | 0.22% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Orion Capital Management LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.02% | 0.10% | 0.14% | Q4 2017 | Q4 2022 | 8 |
Keel Point, LLC | 4 | 1 | 0.03% | 0.04% | 0.05% | Q4 2016 | Q3 2023 | 8 |
SAGE PRIVATE WEALTH GROUP, LLC | 8 | 8 | 0.37% | 0.62% | 1.21% | Q4 2020 | Q3 2022 | 8 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 6 | 1 | 0.01% | 0.10% | 0.12% | Q2 2016 | Q2 2020 | 8 |
Employers Holdings, Inc. | 8 | 8 | 0.25% | 0.33% | 0.42% | Q2 2019 | Q1 2021 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q2 2023 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 8 |
EMERALD MUTUAL FUND ADVISERS TRUST | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Echo Street Capital Management LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 8 |
INVESTMENT CENTERS OF AMERICA INC | 8 | 8 | 0.03% | 0.05% | 0.07% | Q4 2015 | Q3 2017 | 8 |
SII INVESTMENTS INC/WI | 8 | 8 | 0.03% | 0.04% | 0.05% | Q1 2016 | Q4 2017 | 8 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.04% | 0.10% | Q4 2014 | Q3 2019 | 8 |
TriaGen Wealth Management LLC | 4 | 1 | 0.11% | 0.12% | 0.14% | Q4 2020 | Q3 2023 | 8 |
Narus Financial Partners, LLC | 4 | 4 | 0.11% | 0.18% | 0.27% | Q4 2016 | Q3 2023 | 8 |
West Financial Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 8 |
BANK OF NOVA SCOTIA TRUST CO | 6 | 1 | 0.00% | 0.26% | 0.47% | Q3 2015 | Q3 2023 | 8 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 8 | 8 | 0.09% | 0.14% | 0.19% | Q2 2013 | Q1 2015 | 8 |
Watermark Asset Management, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q4 2018 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.06% | 0.14% | 0.19% | Q4 2021 | Q3 2023 | 8 |
GARCIA HAMILTON & ASSOCIATES LP/DE | 8 | 8 | 0.78% | 1.14% | 1.45% | Q4 2015 | Q3 2017 | 8 |
Wealth Advisory Solutions, LLC | 6 | 2 | 0.77% | 1.99% | 3.19% | Q2 2020 | Q2 2023 | 8 |
Ruane, Cunniff & Goldfarb L.P. | 8 | 8 | 0.01% | 1.59% | 4.99% | Q1 2018 | Q4 2019 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Squar Milner Financial Services LLC | 6 | 2 | 0.00% | 0.22% | 0.32% | Q1 2018 | Q1 2020 | 8 |
Avalon Investment & Advisory | 3 | 1 | 0.01% | 0.32% | 0.51% | Q2 2013 | Q1 2023 | 8 |
DEARBORN PARTNERS LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.66% | 0.81% | 0.93% | Q2 2013 | Q1 2015 | 8 |
Carl P. Sherr & Co., LLC | 6 | 1 | 0.16% | 0.34% | 0.82% | Q4 2020 | Q3 2023 | 8 |
WEST BANCORPORATION INC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q3 2022 | 8 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 0.09% | 0.16% | 0.20% | Q4 2021 | Q3 2023 | 8 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 2 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 8 |
DE BURLO GROUP INC | 4 | 1 | 0.30% | 0.73% | 1.94% | Q2 2013 | Q1 2021 | 8 |
CLINTON GROUP INC | 5 | 1 | 0.02% | 0.25% | 0.44% | Q1 2014 | Q2 2017 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.04% | 0.11% | 0.20% | Q4 2021 | Q3 2023 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Providence Capital Advisors, LLC | 5 | 1 | 0.00% | 1.12% | 1.69% | Q1 2020 | Q4 2022 | 8 |
Vise Technologies, Inc. | 8 | 8 | 0.26% | 0.41% | 0.75% | Q4 2021 | Q3 2023 | 8 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q1 2015 | 8 |
Larson Financial Group LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 8 |
PRIVATE CAPITAL MANAGEMENT INC | 8 | 8 | 0.45% | 0.58% | 0.70% | Q4 2015 | Q3 2017 | 8 |
MCDANIEL TERRY & CO | 8 | 8 | 0.06% | 0.11% | 0.15% | Q2 2013 | Q1 2015 | 8 |
Burleson & Company, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Apella Capital, LLC | 5 | 3 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q4 2023 | 8 |
DERBY & COMPANY, INC | 8 | 8 | 0.23% | 0.29% | 0.39% | Q4 2019 | Q3 2021 | 8 |
FAYEZ SAROFIM & CO | 6 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2021 | 8 |
FIRST NIAGARA BANK | 5 | 3 | 0.06% | 0.07% | 0.07% | Q2 2013 | Q2 2016 | 8 |
Machina Capital S.A.S. | 4 | 2 | 0.24% | 0.48% | 0.67% | Q1 2019 | Q2 2023 | 8 |
WADDELL & REED FINANCIAL INC | 5 | 1 | 0.01% | 0.06% | 0.10% | Q3 2015 | Q1 2021 | 8 |
LITTLE HOUSE CAPITAL LLC | 5 | 1 | 0.18% | 0.55% | 0.82% | Q4 2018 | Q3 2023 | 8 |
Essex Savings Bank | 4 | 1 | 0.08% | 0.10% | 0.11% | Q4 2018 | Q3 2023 | 8 |
Edge Capital Group, LLC | 5 | 3 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 8 |
Core Alternative Capital | 8 | 8 | 0.01% | 0.33% | 0.67% | Q4 2021 | Q3 2023 | 8 |
Gyon Technologies Capital Management, LP | 3 | 1 | 0.04% | 0.59% | 1.21% | Q4 2019 | Q4 2022 | 8 |
Crumly & Associates Inc. | 8 | 8 | 0.09% | 0.18% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Graves Light Lenhart Wealth, Inc. | 7 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q4 2022 | 8 |
Costello Asset Management, INC | 8 | 8 | 0.02% | 0.07% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Bayberry Capital Partners LP | 4 | 1 | 1.32% | 4.89% | 10.06% | Q2 2020 | Q3 2023 | 8 |
Evolution Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 8 |
Wahed Invest LLC | 8 | 8 | 0.43% | 0.52% | 0.62% | Q4 2021 | Q3 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.14% | 0.22% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.21% | 0.26% | 0.31% | Q4 2021 | Q3 2023 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 0.14% | 0.17% | 0.22% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.16% | 0.21% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Heritage Wealth Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 8 |
HoyleCohen, LLC | 5 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
ACIMA PRIVATE WEALTH, LLC | 7 | 7 | 0.14% | 0.18% | 0.21% | Q4 2018 | Q2 2020 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Schooner Investment Group, LLC. | 7 | 7 | 0.25% | 0.54% | 0.88% | Q1 2015 | Q3 2016 | 7 |
QUEST CAPITAL MANAGEMENT INC /ADV | 7 | 7 | 0.12% | 0.15% | 0.16% | Q2 2020 | Q4 2021 | 7 |
Nvest Financial, LLC | 7 | 7 | 0.24% | 0.62% | 1.18% | Q1 2022 | Q3 2023 | 7 |
Kore Private Wealth LLC | 3 | 2 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q2 2021 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q3 2019 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Main Street Financial Solutions, LLC | 6 | 1 | 0.03% | 0.25% | 0.37% | Q4 2021 | Q3 2023 | 7 |
SOUND SHORE MANAGEMENT INC /CT/ | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
CAPITAL INSIGHT PARTNERS, LLC | 7 | 7 | 0.08% | 0.25% | 0.41% | Q1 2022 | Q3 2023 | 7 |
WOODMONT INVESTMENT COUNSEL LLC | 7 | 7 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Maj Invest Holding A/S | 6 | 1 | 0.00% | 0.05% | 0.10% | Q4 2015 | Q4 2017 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.05% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Americana Partners, LLC | 5 | 2 | 0.06% | 0.17% | 0.27% | Q4 2019 | Q4 2021 | 7 |
Pure Financial Advisors, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q4 2023 | 7 |
AMI INVESTMENT MANAGEMENT INC | 7 | 7 | 1.22% | 1.65% | 2.03% | Q1 2022 | Q3 2023 | 7 |
AMJ Financial Wealth Management | 5 | 2 | 0.22% | 3.12% | 5.39% | Q1 2021 | Q3 2023 | 7 |
Cypress Wealth Advisors LLC | 7 | 7 | 0.14% | 0.14% | 0.15% | Q3 2015 | Q1 2017 | 7 |
INDEPENDENT INVESTORS INC | 7 | 7 | 0.12% | 0.15% | 0.16% | Q2 2013 | Q4 2014 | 7 |
Sullivan, Bruyette, Speros & Blaney, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2021 | 7 |
Cerebellum GP, LLC | 5 | 1 | 0.18% | 0.26% | 0.31% | Q2 2018 | Q3 2020 | 7 |
Athena Investment Management | 7 | 7 | 0.21% | 0.26% | 0.30% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Tevis Investment Management | 7 | 7 | 0.35% | 0.42% | 0.61% | Q4 2021 | Q2 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.01% | 0.05% | 0.16% | Q4 2016 | Q2 2018 | 7 |
Brightworth | 6 | 1 | 0.06% | 0.14% | 0.22% | Q4 2015 | Q1 2018 | 7 |
US Asset Management LLC | 4 | 3 | 0.16% | 0.21% | 0.26% | Q3 2021 | Q2 2023 | 7 |
SIRIOS CAPITAL MANAGEMENT L P | 4 | 3 | 0.18% | 0.83% | 2.86% | Q2 2013 | Q4 2020 | 7 |
First PREMIER Bank | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2019 | 7 |
Stuart Chaussee & Associates, Inc. | 6 | 1 | 0.00% | 0.06% | 0.08% | Q4 2015 | Q1 2021 | 7 |
ROOSEVELT INVESTMENT GROUP LLC | 4 | 3 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2022 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Hutchin Hill Capital, LP | 4 | 1 | 0.01% | 0.07% | 0.24% | Q4 2013 | Q3 2017 | 7 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 4 | 1 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q4 2021 | 7 |
Beta Wealth Group, Inc. | 7 | 7 | 0.16% | 0.54% | 2.34% | Q1 2022 | Q3 2023 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.19% | 0.22% | 0.24% | Q2 2013 | Q4 2014 | 7 |
SMITH ASSET MANAGEMENT GROUP LP | 6 | 1 | 0.02% | 0.86% | 1.61% | Q2 2013 | Q2 2021 | 7 |
Cedar Brook Financial Partners, LLC | 4 | 3 | 0.05% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 7 |
Wealth Alliance Advisory Group, LLC | 7 | 7 | 0.14% | 0.15% | 0.18% | Q2 2018 | Q4 2019 | 7 |
Covenant Multifamily Offices, LLC | 7 | 7 | 0.04% | 0.20% | 0.31% | Q1 2020 | Q3 2021 | 7 |
Charles Schwab Investment Advisory, Inc. | 7 | 7 | 0.21% | 0.32% | 0.57% | Q2 2018 | Q4 2019 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Wellington Shields Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Wellington Shields & Co., LLC | 6 | 1 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 7 |
Consolidated Planning Corp | 6 | 1 | 0.00% | 0.36% | 0.53% | Q3 2021 | Q3 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.02% | 0.03% | 0.05% | Q1 2015 | Q3 2016 | 7 |
Tuttle Capital Management, LLC | 3 | 1 | 0.15% | 0.56% | 2.01% | Q3 2017 | Q1 2020 | 7 |
Wedmont Private Capital | 6 | 1 | 0.07% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 7 |
Total Clarity Wealth Management, Inc. | 3 | 1 | 0.08% | 0.11% | 0.15% | Q4 2019 | Q4 2022 | 7 |
Winthrop Advisory Group LLC | 6 | 1 | 0.09% | 0.22% | 0.29% | Q4 2017 | Q3 2019 | 7 |
First Western Trust Bank | 7 | 7 | 0.36% | 0.47% | 0.54% | Q1 2022 | Q3 2023 | 7 |
USA FINANCIAL FORMULAS | 3 | 1 | 0.00% | 1.02% | 1.60% | Q3 2018 | Q3 2023 | 7 |
Maven Securities LTD | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 1 | 0.01% | 0.15% | 0.28% | Q4 2015 | Q3 2023 | 7 |
RE Dickinson Investment Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
BRYN MAWR CAPITAL MANAGEMENT INC | 7 | 7 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q4 2014 | 7 |
Ameritas Investment Company, LLC | 3 | 1 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q3 2021 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Riverview Trust Co | 7 | 7 | 0.01% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Landmark Bank | 7 | 7 | 0.73% | 1.78% | 2.07% | Q2 2018 | Q4 2019 | 7 |
Sweet Financial Partners, LLC | 5 | 2 | 0.05% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 7 |
Industrial Alliance Investment Management Inc. | 6 | 1 | 0.15% | 0.22% | 0.28% | Q4 2021 | Q3 2023 | 7 |
AMERICAN NATIONAL BANK & TRUST CO /VA/ | 7 | 7 | 0.23% | 1.31% | 1.98% | Q2 2014 | Q4 2015 | 7 |
Melvin Capital Management LP | 2 | 1 | 0.37% | 1.60% | 4.64% | Q2 2015 | Q3 2021 | 7 |
Arvest Bank Trust Division | 7 | 7 | 1.24% | 1.42% | 1.62% | Q3 2014 | Q1 2016 | 7 |
Brookfield Asset Management | 3 | 2 | 0.02% | 0.03% | 0.06% | Q2 2020 | Q2 2023 | 7 |
Waratah Capital Advisors Ltd. | 2 | 1 | 0.04% | 0.28% | 0.59% | Q4 2015 | Q3 2023 | 7 |
Woodline Partners LP | 7 | 7 | 0.05% | 0.12% | 0.22% | Q1 2022 | Q3 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.07% | 0.10% | 0.11% | Q4 2021 | Q2 2023 | 7 |
TPI Fund Managers Ltd | 7 | 7 | 1.23% | 1.83% | 2.36% | Q4 2020 | Q2 2022 | 7 |
Kames Capital Management Ltd | 7 | 7 | 1.46% | 1.83% | 2.91% | Q2 2013 | Q4 2014 | 7 |
MIK Capital, LP | 5 | 2 | 1.64% | 4.45% | 6.86% | Q4 2019 | Q3 2021 | 7 |
Cinctive Capital Management LP | 3 | 1 | 0.21% | 0.41% | 1.02% | Q1 2020 | Q3 2023 | 7 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 7 | 7 | 0.12% | 0.24% | 0.46% | Q1 2022 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
TRAN CAPITAL MANAGEMENT, L.P. | 7 | 7 | 0.43% | 0.76% | 1.32% | Q2 2019 | Q4 2020 | 7 |
SECOR Capital Advisors, LP | 3 | 1 | 0.05% | 0.19% | 0.45% | Q3 2014 | Q4 2018 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.22% | 0.29% | 0.36% | Q1 2022 | Q3 2023 | 7 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 7 |
EDMP, INC. | 6 | 1 | 0.20% | 0.22% | 0.22% | Q3 2015 | Q1 2020 | 7 |
NORTHERN CAPITAL MANAGEMENT LLC | 7 | 7 | 1.06% | 1.16% | 1.22% | Q2 2017 | Q4 2018 | 7 |
Candlestick Capital Management LP | 2 | 1 | 0.42% | 1.24% | 3.50% | Q1 2020 | Q3 2023 | 7 |
TCF National Bank | 7 | 7 | 0.16% | 0.20% | 0.25% | Q3 2019 | Q1 2021 | 7 |
Capula Management Ltd | 1 | 1 | 0.00% | 0.29% | 0.89% | Q4 2020 | Q3 2023 | 7 |
Savior LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q2 2021 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.03% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
My Legacy Advisors, LLC | 7 | 7 | 0.26% | 0.43% | 0.53% | Q1 2022 | Q3 2023 | 7 |
NEW YORK LIFE TRUST CO | 6 | 1 | 0.02% | 0.11% | 0.28% | Q2 2015 | Q1 2017 | 7 |
Tesco Pension Investment Ltd | 7 | 7 | 1.23% | 1.84% | 2.36% | Q4 2020 | Q2 2022 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Lloyd Advisory Services, LLC. | 6 | 1 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q1 2022 | 7 |
Marks Group Wealth Management, Inc | 7 | 7 | 0.69% | 0.86% | 0.98% | Q1 2022 | Q3 2023 | 7 |
PDT Partners, LLC | 3 | 1 | 0.04% | 0.20% | 0.54% | Q2 2014 | Q2 2022 | 7 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.04% | 0.21% | 0.43% | Q1 2021 | Q3 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.15% | 0.21% | 0.25% | Q1 2022 | Q3 2023 | 7 |
Concorde Financial Corp | 5 | 2 | 1.06% | 2.44% | 3.13% | Q4 2021 | Q3 2023 | 7 |
EQUITABLE TRUST CO | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.15% | 0.28% | 0.40% | Q2 2013 | Q4 2014 | 7 |
Impala Asset Management LLC | 4 | 1 | 0.64% | 0.82% | 0.96% | Q2 2013 | Q2 2020 | 7 |
Quantamental Technologies LLC | 3 | 1 | 0.14% | 0.38% | 1.10% | Q4 2018 | Q3 2023 | 7 |
BLUESTEIN R H & CO LLC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2021 | 7 |
THAMES CAPITAL MANAGEMENT LLC | 3 | 2 | 0.23% | 2.14% | 5.34% | Q4 2019 | Q4 2022 | 7 |
STONNINGTON GROUP, LLC | 7 | 7 | 0.06% | 0.38% | 0.80% | Q3 2021 | Q1 2023 | 7 |
GraniteShares Advisors LLC | 7 | 7 | 0.18% | 0.21% | 0.25% | Q4 2021 | Q2 2023 | 7 |
Bryn Mawr Capital Management, LLC | 7 | 7 | 0.07% | 0.58% | 1.10% | Q1 2022 | Q3 2023 | 7 |
Antonetti Capital Management LLC | 6 | 1 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q1 2022 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 7 |
AlphaMark Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2020 | 7 |
Parsec Financial Management, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2023 | 7 |
Fulcrum Asset Management LLP | 6 | 1 | 0.08% | 0.63% | 1.58% | Q2 2020 | Q1 2022 | 7 |
Chescapmanager LLC | 7 | 7 | 0.94% | 1.24% | 1.52% | Q2 2020 | Q4 2021 | 7 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2017 | 7 |
Radnor Capital Management, LLC | 6 | 1 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 7 |
Jump Financial, LLC | 3 | 1 | 0.01% | 0.06% | 0.18% | Q3 2020 | Q3 2023 | 7 |
Olstein Capital Management, L.P. | 7 | 7 | 0.32% | 0.51% | 0.80% | Q2 2013 | Q4 2014 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q1 2021 | 7 |
CALDWELL & ORKIN INC | 6 | 6 | 0.47% | 2.59% | 7.62% | Q1 2016 | Q2 2017 | 7 |
1st Global Advisors, Inc. | 7 | 7 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q4 2014 | 7 |
FARR MILLER & WASHINGTON LLC/DC | 7 | 7 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q4 2014 | 7 |
Wealth Dimensions Group, Ltd. | 4 | 1 | 0.09% | 0.12% | 0.20% | Q4 2020 | Q3 2023 | 7 |
Continuum Advisory, LLC | 7 | 7 | 0.05% | 0.07% | 0.07% | Q1 2022 | Q3 2023 | 7 |
InTrack Investment Management Inc | 7 | 7 | 0.21% | 0.44% | 0.72% | Q2 2021 | Q4 2022 | 7 |
Wedgewood Partners | 7 | 7 | 2.11% | 2.86% | 3.69% | Q2 2016 | Q4 2017 | 7 |
TOWER BRIDGE ADVISORS | 7 | 7 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q2 2022 | 7 |
OLD SECOND NATIONAL BANK OF AURORA | 4 | 1 | 0.00% | 0.14% | 0.26% | Q3 2017 | Q3 2023 | 7 |
Yellowstone Partners, LLC | 7 | 7 | 0.54% | 0.69% | 0.78% | Q2 2014 | Q4 2015 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 7 |
XTX Topco Ltd | 4 | 1 | 0.04% | 0.21% | 0.46% | Q3 2021 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
First Capital Advisors Group, LLC. | 5 | 1 | 0.01% | 0.24% | 0.42% | Q1 2018 | Q2 2023 | 7 |
Human Investing LLC | 7 | 7 | 0.00% | 0.08% | 0.10% | Q4 2018 | Q2 2020 | 7 |
Catamount Wealth Management | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2016 | 7 |
Enlightenment Research, LLC | 2 | 1 | 0.06% | 0.68% | 1.80% | Q4 2018 | Q2 2022 | 7 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.06% | 0.07% | 0.07% | Q4 2020 | Q1 2022 | 6 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 6 | 6 | 0.05% | 0.08% | 0.16% | Q2 2013 | Q3 2014 | 6 |
Samalin Investment Counsel, LLC | 5 | 1 | 0.15% | 0.17% | 0.21% | Q4 2019 | Q4 2021 | 6 |
ISTHMUS PARTNERS, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2018 | 6 |
Invictus RG Pte. Ltd. | 3 | 1 | 0.02% | 0.11% | 0.28% | Q2 2013 | Q3 2015 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.18% | 0.23% | 0.26% | Q2 2022 | Q3 2023 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.02% | 0.12% | 0.60% | Q2 2022 | Q3 2023 | 6 |
Weiss Asset Management LP | 4 | 1 | 0.01% | 0.08% | 0.40% | Q3 2018 | Q1 2023 | 6 |
MFA WEALTH ADVISORS, LLC | 6 | 6 | 0.69% | 1.02% | 1.19% | Q2 2022 | Q3 2023 | 6 |
PrairieView Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Kepos Capital LP | 5 | 1 | 0.09% | 0.22% | 0.38% | Q3 2017 | Q1 2019 | 6 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Private Capital Advisors, Inc. | 6 | 6 | 0.07% | 0.07% | 0.08% | Q2 2018 | Q3 2019 | 6 |
Covea Finance | 6 | 6 | 0.68% | 1.37% | 1.93% | Q3 2022 | Q4 2023 | 6 |
SeaTown Holdings Pte. Ltd. | 4 | 1 | 0.42% | 2.09% | 4.01% | Q2 2020 | Q3 2023 | 6 |
TNF LLC | 4 | 2 | 0.09% | 0.11% | 0.13% | Q3 2021 | Q3 2023 | 6 |
MATRIX PRIVATE CAPITAL GROUP LLC | 6 | 6 | 0.10% | 0.14% | 0.20% | Q4 2020 | Q1 2022 | 6 |
Lebenthal Holdings,LLC | 6 | 6 | 0.20% | 0.28% | 0.36% | Q1 2015 | Q2 2016 | 6 |
Everhart Financial Group, Inc. | 6 | 6 | 0.13% | 0.15% | 0.18% | Q2 2022 | Q3 2023 | 6 |
First National Bank of South Miami | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
WELD CAPITAL MANAGEMENT LLC | 4 | 1 | 0.09% | 0.24% | 0.46% | Q4 2018 | Q1 2021 | 6 |
EASTERLY INVESTMENT PARTNERS LLC | 6 | 6 | 0.02% | 1.06% | 2.46% | Q2 2020 | Q3 2021 | 6 |
Wagner Wealth Management, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2021 | 6 |
FORT PITT CAPITAL GROUP INC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2014 | Q3 2015 | 6 |
Santa Fe Partners LLC | 3 | 1 | 0.17% | 0.34% | 0.51% | Q2 2013 | Q3 2015 | 6 |
Gryphon Financial Partners LLC | 3 | 1 | 0.02% | 0.05% | 0.14% | Q4 2017 | Q3 2023 | 6 |
Ergoteles LLC | 3 | 1 | 0.01% | 0.14% | 0.62% | Q1 2021 | Q1 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
COUNTRY TRUST BANK | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2022 | 6 |
MARSHALL WACE ASIA Ltd | 3 | 1 | 0.12% | 0.89% | 1.99% | Q1 2017 | Q2 2021 | 6 |
SEI TRUST CO | 6 | 6 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q3 2014 | 6 |
Icon Wealth Partners, LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 6 |
ZWJ INVESTMENT COUNSEL INC | 4 | 2 | 0.03% | 0.05% | 0.06% | Q1 2017 | Q1 2020 | 6 |
LOUNTZIS ASSET MANAGEMENT, LLC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q3 2021 | 6 |
PDS Planning, Inc | 5 | 1 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 6 |
Nova R Wealth, Inc. | 6 | 6 | 0.17% | 0.19% | 0.21% | Q4 2021 | Q1 2023 | 6 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 6 | 6 | 0.62% | 0.86% | 1.14% | Q3 2015 | Q4 2016 | 6 |
HAYS ADVISORY LLC | 6 | 6 | 0.06% | 0.13% | 0.18% | Q2 2017 | Q3 2018 | 6 |
SteelBridge Private Wealth Advisors LLC | 6 | 6 | 0.41% | 0.64% | 0.98% | Q1 2016 | Q2 2017 | 6 |
Tiger Eye Capital LLC | 4 | 1 | 0.21% | 1.25% | 2.89% | Q2 2013 | Q1 2016 | 6 |
Capital International Sarl | 6 | 6 | 0.06% | 0.11% | 0.16% | Q4 2020 | Q1 2022 | 6 |
GM Advisory Group, LLC | 5 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 6 |
AXS Investments LLC | 6 | 6 | 0.31% | 0.36% | 0.42% | Q2 2022 | Q3 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.91% | 1.06% | 1.28% | Q2 2013 | Q3 2014 | 6 |
First City Capital Management, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2016 | 6 |
Horizon Wealth Management, LLC | 6 | 6 | 0.11% | 0.20% | 0.30% | Q2 2022 | Q3 2023 | 6 |
Aquatic Capital Management LLC | 4 | 2 | 0.01% | 0.42% | 1.38% | Q4 2021 | Q3 2023 | 6 |
Tillar-Wenstrup Advisors, LLC | 6 | 6 | 1.13% | 1.37% | 1.64% | Q3 2017 | Q4 2018 | 6 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.13% | 0.63% | Q1 2021 | Q4 2022 | 6 |
WESPAC Advisors SoCal, LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q1 2019 | 6 |
CWA Asset Management Group, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2022 | 6 |
Wealthquest Corp | 5 | 1 | 0.04% | 0.08% | 0.10% | Q4 2018 | Q4 2020 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
RPG Investment Advisory, LLC | 6 | 6 | 0.98% | 1.24% | 1.63% | Q2 2021 | Q3 2022 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 1.15% | 1.32% | 1.53% | Q2 2013 | Q3 2014 | 6 |
Goodman Advisory Group, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 6 | 6 | 0.42% | 0.94% | 1.24% | Q3 2018 | Q4 2019 | 6 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.11% | 0.42% | 1.32% | Q4 2019 | Q3 2023 | 6 |
VSR Financial Services, Inc. | 2 | 1 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q2 2016 | 6 |
Folger Hill Asset Management LP | 4 | 1 | 0.03% | 0.68% | 1.52% | Q4 2015 | Q1 2018 | 6 |
Swaine & Leidel Wealth Services, LLC | 5 | 1 | 1.88% | 2.43% | 2.78% | Q4 2018 | Q4 2020 | 6 |
Seaport Global Advisors, LLC | 6 | 6 | 0.56% | 0.66% | 0.92% | Q1 2022 | Q2 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.12% | 0.17% | 0.20% | Q2 2022 | Q3 2023 | 6 |
Integre Asset Management, LLC | 5 | 1 | 0.51% | 0.89% | 1.02% | Q4 2017 | Q4 2019 | 6 |
PGIM Custom Harvest LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 6 |
Narwhal Capital Management | 6 | 6 | 0.18% | 0.31% | 0.54% | Q1 2017 | Q2 2018 | 6 |
Spearhead Capital Advisors, LLC | 3 | 1 | 0.06% | 0.14% | 0.50% | Q2 2019 | Q3 2022 | 6 |
AJ WEALTH STRATEGIES, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q4 2021 | 6 |
AVITY INVESTMENT MANAGEMENT INC. | 6 | 6 | 2.35% | 3.12% | 3.48% | Q2 2022 | Q3 2023 | 6 |
Artemis Investment Management LLP | 4 | 2 | 0.01% | 0.24% | 0.49% | Q2 2020 | Q4 2021 | 6 |
Pinnacle Wealth Management Advisory Group, LLC | 6 | 6 | 0.04% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Czech National Bank | 6 | 6 | 0.24% | 0.27% | 0.29% | Q3 2022 | Q4 2023 | 6 |
FIDGEON TIMOTHY F | 6 | 6 | 0.13% | 0.16% | 0.19% | Q2 2014 | Q3 2015 | 6 |
Bangor Savings Bank | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Delaney Dennis R | 5 | 1 | 0.69% | 1.91% | 2.50% | Q2 2020 | Q3 2023 | 6 |
Leucadia National | 4 | 4 | 0.01% | 0.09% | 0.32% | Q4 2022 | Q3 2023 | 6 |
Heritage Trust Co | 3 | 1 | 0.03% | 0.04% | 0.05% | Q1 2017 | Q3 2023 | 6 |
Wellspring Financial Advisors, LLC | 5 | 1 | 0.04% | 0.12% | 0.15% | Q1 2020 | Q1 2022 | 6 |
Pinkerton Retirement Specialists, LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q2 2015 | Q4 2017 | 6 |
Taal Capital Management LP | 6 | 6 | 4.07% | 4.30% | 4.63% | Q1 2020 | Q2 2021 | 6 |
Randolph Co Inc | 4 | 2 | 0.09% | 1.22% | 1.88% | Q1 2015 | Q4 2019 | 6 |
North Fourth Asset Management, LP | 1 | 1 | 0.30% | 0.85% | 1.97% | Q1 2018 | Q4 2022 | 6 |
Morse Asset Management, Inc | 2 | 1 | 0.06% | 0.17% | 0.50% | Q1 2017 | Q3 2023 | 6 |
Abacus Wealth Partners, LLC | 4 | 2 | 0.08% | 0.13% | 0.28% | Q4 2020 | Q2 2023 | 6 |
MUNDER CAPITAL MANAGEMENT | 6 | 6 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2014 | 6 |
New Millennium Group LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Grant/GrossMendelsohn, LLC | 4 | 2 | 0.18% | 0.20% | 0.23% | Q1 2022 | Q3 2023 | 6 |
Global Financial Private Capital, Inc | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2019 | 6 |
Delta Accumulation, LLC | 3 | 3 | 0.24% | 0.73% | 1.10% | Q1 2023 | Q3 2023 | 6 |
York Capital Management Global Advisors, LLC | 6 | 6 | 0.46% | 1.13% | 2.26% | Q1 2020 | Q2 2021 | 6 |
Redwood Investments, LLC | 5 | 1 | 0.00% | 1.52% | 2.38% | Q2 2013 | Q3 2023 | 6 |
FIRST SABREPOINT CAPITAL MANAGEMENT LP | 6 | 6 | 2.58% | 3.20% | 3.78% | Q1 2020 | Q2 2021 | 6 |
GANTZERT INVESTMENT CO LLC /ADV | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2020 | 6 |
SOLARIS ASSET MANAGEMENT LLC | 5 | 1 | 0.01% | 0.38% | 0.82% | Q4 2013 | Q3 2016 | 6 |
Tetrem Capital Management Ltd. | 6 | 6 | 1.10% | 1.23% | 1.34% | Q1 2016 | Q2 2017 | 6 |
Alpine Global Management, LLC | 4 | 2 | 0.03% | 0.17% | 0.43% | Q3 2014 | Q1 2017 | 6 |
Nuveen Fund Advisors, LLC | 6 | 6 | 0.05% | 0.09% | 0.12% | Q2 2016 | Q3 2017 | 6 |
Parisi Gray Wealth Management | 6 | 6 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q1 2019 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
WEST MICHIGAN ADVISORS, LLC | 5 | 1 | 0.11% | 0.15% | 0.19% | Q4 2021 | Q3 2023 | 6 |
SS&H Financial Advisors, Inc. | 5 | 1 | 0.16% | 0.23% | 0.29% | Q1 2022 | Q3 2023 | 6 |
Moisand Fitzgerald Tamayo, LLC | 6 | 6 | 0.05% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Ninety One SA (PTY) Ltd | 6 | 6 | 0.25% | 0.36% | 0.50% | Q3 2020 | Q4 2021 | 6 |
C M BIDWELL & ASSOCIATES LTD | 2 | 1 | 0.00% | 0.33% | 1.75% | Q3 2014 | Q3 2021 | 6 |
Inlet Private Wealth, LLC | 4 | 2 | 0.08% | 0.08% | 0.09% | Q3 2019 | Q1 2021 | 6 |
Avitas Wealth Management LLC | 6 | 6 | 0.33% | 0.62% | 0.80% | Q4 2020 | Q1 2022 | 6 |
AGF Investments America Inc. | 6 | 6 | 0.60% | 0.75% | 1.14% | Q4 2020 | Q1 2022 | 6 |
BRASADA CAPITAL MANAGEMENT, LP | 2 | 1 | 0.08% | 0.12% | 0.15% | Q4 2018 | Q4 2022 | 6 |
First National Advisers, LLC | 6 | 6 | 0.74% | 0.79% | 0.85% | Q2 2022 | Q3 2023 | 6 |
Pier Capital, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Crosspoint Capital Strategies, LLC | 6 | 6 | 0.00% | 0.24% | 0.64% | Q3 2014 | Q4 2015 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.01% | 0.07% | 0.12% | Q2 2017 | Q3 2017 | 6 |
Smith Affiliated Capital Corp. | 6 | 6 | 0.04% | 0.07% | 0.10% | Q2 2016 | Q3 2017 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Hilton Capital Management, LLC | 5 | 1 | 1.08% | 1.58% | 1.95% | Q4 2020 | Q3 2023 | 6 |
Laurel Wealth Planning LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2022 | 6 |
Maltin Wealth Management, Inc. | 6 | 6 | 0.49% | 0.65% | 0.71% | Q2 2022 | Q3 2023 | 6 |
Clearstead Trust, LLC | 5 | 1 | 0.00% | 0.15% | 0.47% | Q4 2019 | Q3 2023 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.10% | 0.26% | 0.57% | Q3 2016 | Q4 2017 | 6 |
Mount Lucas Management LP | 5 | 5 | 0.02% | 0.31% | 0.43% | Q3 2018 | Q3 2019 | 5 |
OSTERWEIS CAPITAL MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
DEPRINCE RACE & ZOLLO INC | 5 | 5 | 0.66% | 0.91% | 1.24% | Q4 2021 | Q4 2022 | 5 |
FOSTER DYKEMA CABOT & CO INC/MA | 3 | 2 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q3 2023 | 5 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.08% | 0.09% | 0.09% | Q2 2013 | Q2 2014 | 5 |
CARLSON CAPITAL L P | 2 | 1 | 0.27% | 0.47% | 0.80% | Q2 2015 | Q4 2019 | 5 |
GW&K Investment Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 4 | 1 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 5 |
FIRST NEW YORK SECURITIES LLC /NY | 5 | 5 | 0.00% | 0.07% | 0.21% | Q3 2014 | Q3 2015 | 5 |
ARGENT CAPITAL MANAGEMENT LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
CORNERSTONE CAPITAL MANAGEMENT LLC | 5 | 5 | 0.70% | 1.09% | 1.38% | Q2 2013 | Q2 2014 | 5 |
DG CAPITAL MANAGEMENT INC | 5 | 5 | 1.48% | 2.11% | 2.96% | Q3 2015 | Q3 2016 | 5 |
FIELDPOINT PRIVATE ADVISORS, INC | 5 | 5 | 0.49% | 0.88% | 2.29% | Q1 2016 | Q1 2017 | 5 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 5 | 5 | 0.10% | 0.43% | 0.68% | Q3 2022 | Q3 2023 | 5 |
ARGENT TRUST COMPANY, N.A. | 5 | 5 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q2 2014 | 5 |
DSM CAPITAL PARTNERS LLC | 5 | 5 | 1.85% | 2.30% | 3.03% | Q2 2013 | Q2 2014 | 5 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2017 | 5 |
Altshuler Shaham Ltd | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 5 |
Copper Rock Capital Partners, LLC | 5 | 5 | 0.01% | 2.38% | 8.56% | Q3 2019 | Q3 2020 | 5 |
Friedberg Investment Management | 5 | 5 | 0.46% | 0.54% | 0.62% | Q3 2015 | Q3 2016 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.15% | 0.17% | 0.21% | Q2 2013 | Q2 2014 | 5 |
Financial Engines Advisors L.L.C. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Spears Abacus Advisors LLC | 4 | 1 | 0.04% | 0.07% | 0.17% | Q1 2020 | Q3 2023 | 5 |
APPLETON GROUP, LLC | 2 | 1 | 0.33% | 0.61% | 1.24% | Q3 2021 | Q3 2023 | 5 |
Hollow Brook Wealth Management LLC | 4 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q3 2023 | 5 |
Private Wealth Advisors, Inc. | 2 | 1 | 0.08% | 0.09% | 0.11% | Q1 2016 | Q2 2019 | 5 |
BRR OpCo, LLC | 5 | 5 | 0.13% | 0.17% | 0.21% | Q2 2019 | Q2 2020 | 5 |
Avidian Wealth Solutions, LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 5 |
Anson Funds Management LP | 3 | 2 | 0.15% | 0.37% | 0.90% | Q3 2020 | Q4 2021 | 5 |
Bank of Kentucky, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
STERNE AGEE GROUP, INC. | 5 | 5 | 0.11% | 0.14% | 0.16% | Q1 2014 | Q1 2015 | 5 |
JOYN Advisors, Inc. | 5 | 5 | 0.00% | 0.03% | 0.10% | Q4 2017 | Q4 2018 | 5 |
Accuvest Global Advisors | 2 | 1 | 0.11% | 0.36% | 1.19% | Q4 2018 | Q1 2023 | 5 |
Asset Allocation & Management Company, LLC | 5 | 5 | 0.09% | 0.10% | 0.12% | Q4 2021 | Q4 2022 | 5 |
Coe Capital Management, LLC | 5 | 5 | 1.66% | 2.26% | 2.61% | Q2 2020 | Q2 2021 | 5 |
Lyons Wealth Management, LLC. | 5 | 5 | 1.40% | 1.92% | 2.81% | Q4 2017 | Q4 2018 | 5 |
J.Safra Asset Management Corp | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.12% | 0.15% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Visionary Asset Management, Inc. | 4 | 1 | 0.00% | 0.10% | 0.20% | Q2 2014 | Q4 2018 | 5 |
Signature Financial Management, Inc. | 5 | 5 | 0.52% | 0.69% | 1.13% | Q4 2016 | Q4 2017 | 5 |
Baader Bank Aktiengesellschaft | 3 | 1 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 5 |
Hartford Funds Management Co LLC | 5 | 5 | 0.03% | 0.08% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Shamrock Asset Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2015 | 5 |
CFS, LLC | 5 | 5 | 0.09% | 1.07% | 2.97% | Q4 2013 | Q4 2014 | 5 |
Osher Van de Voorde Investment Management | 4 | 1 | 0.09% | 0.09% | 0.10% | Q3 2018 | Q4 2019 | 5 |
Advocacy Wealth Management Services, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2020 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 5 |
KMS FINANCIAL SERVICES, INC | 5 | 5 | 0.04% | 0.06% | 0.07% | Q3 2013 | Q3 2014 | 5 |
Focused Wealth Management, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
Sterling Ridge Capital Management LP | 3 | 1 | 0.50% | 0.75% | 1.41% | Q4 2014 | Q1 2016 | 5 |
Empowered Funds, LLC | 4 | 1 | 0.02% | 0.12% | 0.51% | Q4 2018 | Q3 2023 | 5 |
Somerset Trust Co | 5 | 5 | 0.78% | 0.97% | 1.23% | Q4 2013 | Q4 2014 | 5 |
Verity Asset Management, Inc. | 3 | 1 | 0.22% | 0.31% | 0.63% | Q3 2016 | Q4 2019 | 5 |
Advisors Preferred, LLC | 3 | 1 | 0.00% | 0.35% | 1.26% | Q4 2018 | Q3 2023 | 5 |
Vantage Investment Advisors, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2017 | 5 |
American Money Management, LLC | 4 | 1 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 5 |
EverPoint Asset Management, LLC | 2 | 1 | 0.00% | 0.12% | 0.29% | Q4 2014 | Q4 2016 | 5 |
Quadrant Capital Management, LLC | 5 | 5 | 1.24% | 1.28% | 1.30% | Q4 2018 | Q4 2019 | 5 |
Palo Capital, Inc. | 5 | 5 | 0.90% | 1.65% | 2.14% | Q4 2014 | Q4 2015 | 5 |
Graticule Asia Macro Advisors LLC | 3 | 2 | 0.02% | 0.40% | 1.29% | Q1 2018 | Q1 2021 | 5 |
Taylor Frigon Capital Management LLC | 3 | 2 | 0.00% | 0.44% | 0.82% | Q4 2014 | Q3 2023 | 5 |
Farmers National Bank | 3 | 2 | 0.06% | 0.36% | 0.79% | Q4 2017 | Q2 2019 | 5 |
Lebenthal Asset Management, LLC | 5 | 5 | 0.23% | 0.27% | 0.38% | Q1 2016 | Q1 2017 | 5 |
CLEAR INVESTMENT RESEARCH, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q1 2016 | 5 |
Otter Creek Advisors, LLC | 3 | 1 | 1.16% | 1.92% | 2.75% | Q1 2021 | Q3 2023 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.25% | 0.27% | 0.28% | Q2 2015 | Q2 2016 | 5 |
Bristol Gate Capital Partners Inc. | 5 | 5 | 4.53% | 4.85% | 5.38% | Q4 2014 | Q4 2015 | 5 |
Gratus Capital, LLC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 5 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 5 | 5 | 0.24% | 0.29% | 0.32% | Q3 2015 | Q3 2016 | 5 |
Darwin Wealth Management, LLC | 4 | 1 | 0.02% | 0.43% | 0.67% | Q1 2020 | Q3 2023 | 5 |
Saddle Road Partners, LLC | 5 | 5 | 0.26% | 0.32% | 0.36% | Q4 2015 | Q4 2016 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.03% | 0.07% | 0.11% | Q4 2017 | Q4 2018 | 5 |
Delphi Private Advisors LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2017 | 5 |
Stormborn Capital Management, LLC | 3 | 2 | 2.77% | 5.75% | 8.15% | Q4 2018 | Q3 2020 | 5 |
Benson Investment Management Company, Inc. | 3 | 2 | 0.00% | 1.32% | 2.29% | Q4 2016 | Q2 2020 | 5 |
LWM Advisory Services, LLC | 4 | 1 | 0.15% | 0.48% | 0.75% | Q4 2021 | Q3 2023 | 5 |
Pearl River Capital, LLC | 2 | 1 | 0.14% | 0.37% | 0.80% | Q1 2019 | Q1 2021 | 5 |
MPS Loria Financial Planners, LLC | 4 | 1 | 0.04% | 0.05% | 0.05% | Q2 2017 | Q1 2021 | 5 |
Bridgefront Capital, LLC | 4 | 1 | 0.15% | 0.36% | 0.51% | Q1 2021 | Q3 2023 | 5 |
Cypress Capital, LLC | 5 | 5 | 0.23% | 0.31% | 0.38% | Q4 2018 | Q4 2019 | 5 |
Virtue Capital Management, LLC | 3 | 2 | 0.17% | 0.62% | 1.18% | Q2 2019 | Q3 2020 | 5 |
Luken Investment Analytics, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 5 |
Athanor Capital, LP | 5 | 5 | 0.06% | 0.45% | 0.99% | Q4 2019 | Q4 2020 | 5 |
Game Creek Capital, LP | 2 | 1 | 0.34% | 0.86% | 1.33% | Q2 2020 | Q2 2022 | 5 |
Pinion Investment Advisors, LLC | 2 | 1 | 0.14% | 0.17% | 0.21% | Q1 2022 | Q3 2023 | 5 |
DUALITY ADVISERS, LP | 2 | 1 | 0.13% | 0.49% | 1.34% | Q4 2018 | Q4 2022 | 5 |
FORA Capital, LLC | 1 | 1 | 0.08% | 0.29% | 0.39% | Q4 2019 | Q4 2022 | 5 |
SOROS CAPITAL MANAGEMENT LLC | 4 | 1 | 0.35% | 0.60% | 1.04% | Q3 2020 | Q3 2022 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.05% | 0.10% | 0.16% | Q3 2019 | Q3 2020 | 5 |
Strategic Investment Advisors / MI | 4 | 1 | 0.05% | 0.11% | 0.17% | Q2 2022 | Q3 2023 | 5 |
Kozak & Associates, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
MONECO Advisors, LLC | 4 | 1 | 0.07% | 0.08% | 0.08% | Q4 2021 | Q3 2023 | 5 |
Centerstone Investors, LLC | 5 | 5 | 1.47% | 1.89% | 2.16% | Q4 2018 | Q4 2019 | 5 |
Shulman DeMeo Asset Management LLC | 4 | 1 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 5 |
Aspire Private Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Oldfather Financial Services, LLC | 5 | 5 | 0.26% | 0.28% | 0.36% | Q4 2019 | Q4 2020 | 5 |
WT Wealth Management | 3 | 2 | 0.18% | 0.32% | 0.52% | Q4 2019 | Q3 2023 | 5 |
tru Independence LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2020 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
HOEY INVESTMENTS, INC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Atlas Private Wealth Management, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q4 2020 | 5 |
General Partner, Inc. | 5 | 5 | 0.58% | 0.63% | 0.67% | Q4 2022 | Q4 2023 | 5 |
Adero Partners, LLC | 4 | 1 | 0.02% | 0.16% | 0.71% | Q4 2019 | Q3 2023 | 5 |
Laidlaw Wealth Management LLC | 5 | 5 | 0.09% | 0.17% | 0.23% | Q4 2019 | Q4 2020 | 5 |
WNY Asset Management, LLC | 4 | 1 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 5 |
BALLAST ADVISORS LLC | 4 | 1 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 5 |
Running Oak Capital LLC | 5 | 5 | 1.81% | 1.95% | 2.07% | Q3 2022 | Q3 2023 | 5 |
Sowa Financial Group, Inc. | 5 | 5 | 0.08% | 0.51% | 1.01% | Q4 2019 | Q4 2020 | 5 |
Navalign, LLC | 5 | 5 | 0.34% | 0.40% | 0.43% | Q3 2022 | Q3 2023 | 5 |
44 WEALTH MANAGEMENT LLC | 3 | 2 | 0.26% | 0.41% | 0.52% | Q4 2020 | Q2 2023 | 5 |
Sage Mountain Advisors LLC | 3 | 2 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q3 2023 | 5 |
Accel Wealth Management | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 5 |
Vancity Investment Management Ltd | 5 | 5 | 1.16% | 1.36% | 1.62% | Q1 2021 | Q1 2022 | 5 |
Spire Wealth Management | 5 | 5 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q1 2022 | 5 |
Capitolis Advisors LLC | 5 | 5 | 0.02% | 0.14% | 0.30% | Q4 2020 | Q4 2021 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 5 |
Level Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Epic Trust Investment Advisors, LLC | 5 | 5 | 0.49% | 0.73% | 1.10% | Q3 2022 | Q3 2023 | 5 |
Masso Torrence Wealth Management Inc. | 4 | 1 | 0.14% | 0.17% | 0.18% | Q4 2021 | Q3 2023 | 5 |
Highview Capital Management LLC/DE/ | 4 | 1 | 0.40% | 0.57% | 0.66% | Q4 2021 | Q3 2023 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 5 |
Steward Financial Group LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 5 |
Peterson Wealth Services | 5 | 5 | 0.14% | 0.17% | 0.24% | Q3 2022 | Q3 2023 | 5 |
TCWP LLC | 3 | 2 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q1 2023 | 5 |
RESOLUTE FINANCIAL, LLC | 5 | 5 | 0.26% | 0.30% | 0.36% | Q4 2021 | Q4 2022 | 5 |
McBroom & Associates, LLC | 5 | 5 | 2.22% | 3.26% | 3.72% | Q4 2022 | Q4 2023 | 5 |
JOURNEY STRATEGIC WEALTH LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
Beacon Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
ANGELES WEALTH MANAGEMENT, LLC | 5 | 5 | 0.04% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.20% | 0.24% | 0.26% | Q3 2022 | Q3 2023 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.52% | 0.59% | 0.64% | Q3 2022 | Q3 2023 | 5 |
Riverview Capital Advisers, LLC | 5 | 5 | 2.54% | 3.17% | 3.90% | Q1 2022 | Q1 2023 | 5 |
Compass Wealth Management LLC | 5 | 5 | 1.33% | 1.40% | 1.45% | Q4 2022 | Q4 2023 | 5 |
Baron Wealth Management LLC | 5 | 5 | 0.23% | 0.24% | 0.28% | Q4 2022 | Q4 2023 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.15% | 0.17% | 0.18% | Q3 2022 | Q3 2023 | 5 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 5 | 5 | 0.13% | 0.26% | 0.32% | Q1 2020 | Q1 2021 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.00% | 0.68% | 1.04% | Q2 2013 | Q2 2021 | 5 |
LILLEY & CO | 5 | 5 | 1.75% | 1.94% | 2.08% | Q2 2013 | Q2 2014 | 5 |
VALLEY NATIONAL BANCORP | 5 | 5 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q4 2014 | 5 |
ARGUS INVESTORS' COUNSEL, INC. | 5 | 5 | 1.05% | 1.17% | 1.24% | Q3 2022 | Q3 2023 | 5 |
EAGLE ASSET MANAGEMENT INC | 4 | 1 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2023 | 5 |
QUALCOMM INC/DE | 5 | 5 | 0.34% | 0.47% | 0.55% | Q2 2013 | Q2 2014 | 5 |
FLIPPIN BRUCE & PORTER INC | 5 | 5 | 0.22% | 0.23% | 0.25% | Q1 2020 | Q1 2021 | 5 |
ADVANCE CAPITAL I INC | 3 | 2 | 0.44% | 0.63% | 0.88% | Q2 2013 | Q3 2014 | 5 |
CALTON & ASSOCIATES, INC. | 2 | 1 | 0.04% | 0.06% | 0.07% | Q4 2017 | Q4 2019 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
ARVEST TRUST CO N A | 5 | 5 | 0.82% | 1.46% | 2.28% | Q2 2013 | Q2 2014 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q2 2014 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.11% | 0.13% | 0.19% | Q4 2016 | Q4 2017 | 5 |
PAYDEN & RYGEL | 4 | 1 | 0.00% | 0.94% | 1.34% | Q4 2015 | Q3 2021 | 5 |
True Link Financial Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 4 |
Nachman Norwood & Parrott, Inc | 3 | 1 | 0.03% | 0.04% | 0.04% | Q1 2019 | Q3 2020 | 4 |
Souders Financial Advisors | 4 | 4 | 0.45% | 0.49% | 0.52% | Q2 2020 | Q1 2021 | 4 |
Knights of Columbus Asset Advisors LLC | 4 | 4 | 0.77% | 0.92% | 1.04% | Q4 2022 | Q3 2023 | 4 |
L2 Asset Management, LLC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
MARIETTA INVESTMENT PARTNERS LLC | 4 | 4 | 0.12% | 0.18% | 0.20% | Q2 2013 | Q1 2014 | 4 |
Princeton Alpha Management LP | 2 | 1 | 0.26% | 0.43% | 0.66% | Q2 2014 | Q3 2016 | 4 |
DEFINED WEALTH MANAGEMENT, LLC | 4 | 4 | 0.18% | 0.19% | 0.20% | Q1 2021 | Q4 2021 | 4 |
Carmignac Gestion | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2021 | 4 |
6 Meridian | 4 | 4 | 0.05% | 0.06% | 0.06% | Q1 2018 | Q4 2018 | 4 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.90% | 1.62% | 2.13% | Q1 2019 | Q3 2020 | 4 |
Alpha Family Trust | 4 | 4 | 0.16% | 0.18% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Capital One Investing, Inc. | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2018 | Q3 2019 | 4 |
Chicago Partners Investment Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2018 | 4 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.06% | 0.12% | Q2 2021 | Q3 2023 | 4 |
CHOREO, LLC | 3 | 1 | 0.03% | 0.03% | 0.04% | Q1 2017 | Q2 2018 | 4 |
PINNBROOK CAPITAL MANAGEMENT LP | 3 | 1 | 0.75% | 1.07% | 1.46% | Q3 2022 | Q3 2023 | 4 |
WealthStone, Inc. | 2 | 2 | 0.04% | 0.84% | 3.16% | Q1 2019 | Q1 2021 | 4 |
Premier Fund Managers Ltd | 3 | 1 | 0.10% | 0.51% | 1.70% | Q1 2020 | Q3 2021 | 4 |
Kelman-Lazarov, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 4 |
BREMER TRUST NATIONAL ASSOCIATION | 3 | 1 | 0.06% | 0.33% | 0.52% | Q4 2017 | Q4 2018 | 4 |
Fortis Group Advisors, LLC | 3 | 1 | 0.04% | 0.07% | 0.08% | Q3 2020 | Q3 2023 | 4 |
DT Investment Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Resource Planning Group | 4 | 4 | 0.13% | 0.14% | 0.16% | Q4 2020 | Q3 2021 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q2 2021 | 4 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2018 | 4 |
Magellan Asset Management Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.04% | 0.04% | 0.05% | Q4 2018 | Q3 2023 | 4 |
NWK Group, Inc. | 2 | 1 | 0.00% | 1.05% | 3.47% | Q4 2019 | Q1 2023 | 4 |
FDO Partners, LLC | 1 | 1 | 0.15% | 0.31% | 0.42% | Q4 2015 | Q4 2017 | 4 |
Baker Chad R | 4 | 4 | 0.41% | 0.66% | 0.94% | Q4 2022 | Q3 2023 | 4 |
Exane Asset Management | 3 | 1 | 0.02% | 1.77% | 3.24% | Q2 2017 | Q2 2021 | 4 |
Axiom Investment Management LLC | 4 | 4 | 0.24% | 0.35% | 0.41% | Q4 2018 | Q3 2019 | 4 |
VIKING GLOBAL INVESTORS LP | 2 | 1 | 0.15% | 0.30% | 0.45% | Q4 2016 | Q1 2023 | 4 |
Monument Capital Management | 4 | 4 | 0.11% | 0.16% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Meristem Family Wealth, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 4 |
Portland Global Advisors LLC | 3 | 1 | 0.10% | 0.12% | 0.13% | Q1 2014 | Q1 2015 | 4 |
Aptus Capital Advisors, LLC | 4 | 4 | 0.18% | 0.21% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Townsend & Associates, Inc | 4 | 4 | 0.49% | 0.98% | 1.42% | Q4 2022 | Q3 2023 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
RIVER GLOBAL INVESTORS LLP | 3 | 1 | 0.03% | 0.07% | 0.09% | Q2 2015 | Q2 2016 | 4 |
RiverPark Advisors, LLC | 4 | 4 | 2.54% | 2.86% | 3.28% | Q1 2017 | Q4 2017 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
CARRET ASSET MANAGEMENT, LLC | 4 | 4 | 0.04% | 0.10% | 0.14% | Q4 2020 | Q3 2021 | 4 |
Deane Retirement Strategies, Inc. | 3 | 1 | 1.08% | 1.21% | 1.31% | Q3 2015 | Q3 2022 | 4 |
DIFESA CAPITAL MANAGEMENT, LP | 4 | 4 | 0.17% | 0.93% | 2.35% | Q3 2022 | Q2 2023 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.32% | 0.45% | 0.60% | Q2 2013 | Q1 2014 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.05% | 0.16% | Q2 2023 | Q3 2023 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q1 2014 | 4 |
Legacy Capital Partners, Inc. | 4 | 4 | 0.13% | 0.27% | 0.37% | Q2 2021 | Q1 2022 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
NEW CENTURY INVESTMENT MANAGEMENT, INC | 4 | 4 | 1.82% | 1.91% | 1.95% | Q2 2013 | Q1 2014 | 4 |
TFS CAPITAL LLC | 4 | 4 | 0.09% | 0.14% | 0.16% | Q3 2016 | Q2 2017 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.41% | 0.45% | 0.51% | Q4 2020 | Q3 2021 | 4 |
Petix & Botte Co | 2 | 1 | 0.10% | 0.12% | 0.14% | Q3 2021 | Q3 2023 | 4 |
FIDUCIARY TRUST INTERNATIONAL LLC | 2 | 1 | 0.01% | 0.11% | 0.29% | Q1 2014 | Q4 2018 | 4 |
Badgley Phelps Wealth Managers, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Westbourne Investment Advisors, Inc. | 2 | 1 | 0.13% | 0.17% | 0.25% | Q2 2016 | Q4 2020 | 4 |
Fifth Third Wealth Advisors LLC | 4 | 4 | 0.29% | 0.37% | 0.44% | Q1 2023 | Q4 2023 | 4 |
FNY Managed Accounts LLC | 3 | 1 | 0.00% | 0.05% | 0.20% | Q3 2016 | Q1 2018 | 4 |
D'Orazio & Associates, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2021 | 4 |
Hamilton Capital, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
MARVIN & PALMER ASSOCIATES INC | 4 | 4 | 1.31% | 1.70% | 2.06% | Q2 2013 | Q1 2014 | 4 |
MD Financial Management Inc. | 4 | 4 | 0.01% | 0.02% | 0.07% | Q1 2021 | Q4 2021 | 4 |
Round Table Services, LLC | 2 | 1 | 0.06% | 0.07% | 0.08% | Q3 2018 | Q4 2019 | 4 |
GlobalBridge, Inc. | 4 | 4 | 0.37% | 0.45% | 0.53% | Q2 2013 | Q1 2014 | 4 |
IVORY INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.37% | 0.58% | 0.75% | Q2 2013 | Q1 2014 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 4 |
Landmark Financial Advisors, LLC | 4 | 4 | 0.10% | 0.11% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Shay Capital LLC | 2 | 1 | 0.04% | 0.13% | 0.20% | Q4 2020 | Q3 2023 | 4 |
Islet Management, LP | 3 | 1 | 0.26% | 0.45% | 0.58% | Q1 2020 | Q1 2021 | 4 |
Independent Portfolio Consultants, Inc. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q4 2016 | 4 |
Cornerstone Investment Partners, LLC | 4 | 4 | 0.18% | 1.71% | 2.37% | Q4 2019 | Q3 2020 | 4 |
Peterson Financial Group, Inc. | 4 | 4 | 0.33% | 0.45% | 0.57% | Q4 2022 | Q3 2023 | 4 |
F&C Asset Management plc | 4 | 4 | 0.20% | 0.26% | 0.31% | Q2 2013 | Q1 2014 | 4 |
Centenus Global Management, LP | 2 | 1 | 0.70% | 1.06% | 1.88% | Q2 2018 | Q1 2020 | 4 |
Li Winifred I | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 4 |
PineStone Asset Management Inc. | 4 | 4 | 3.83% | 4.23% | 4.43% | Q4 2022 | Q3 2023 | 4 |
Graham Capital Management, L.P. | 4 | 4 | 0.02% | 0.15% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 4 |
True North Advisors, LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2022 | Q3 2023 | 4 |
Pine River Capital Management L.P. | 1 | 1 | 0.01% | 0.03% | 0.10% | Q2 2014 | Q2 2016 | 4 |
COHEN & STEERS, INC. | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q3 2018 | 4 |
Vontobel Swiss Wealth Advisors AG | 4 | 4 | 0.39% | 0.69% | 0.95% | Q2 2019 | Q1 2020 | 4 |
ALGERT GLOBAL LLC | 3 | 1 | 0.02% | 0.06% | 0.14% | Q1 2020 | Q3 2023 | 4 |
Perkins Investment Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q4 2015 | 4 |
WBH ADVISORY INC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Zions Trust, National Association | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2014 | 4 |
MCKINLEY CAPITAL MANAGEMENT LLC | 4 | 4 | 0.73% | 0.77% | 0.79% | Q2 2013 | Q1 2014 | 4 |
Acrospire Investment Management LLC | 3 | 1 | 0.00% | 0.04% | 0.07% | Q1 2016 | Q2 2017 | 4 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.02% | 0.08% | 0.14% | Q4 2021 | Q3 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.50% | 0.55% | 0.60% | Q4 2022 | Q3 2023 | 4 |
LAU ASSOCIATES LLC | 4 | 4 | 0.35% | 0.44% | 0.55% | Q1 2019 | Q4 2019 | 4 |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 4 | 4 | 0.22% | 0.24% | 0.26% | Q4 2022 | Q3 2023 | 4 |
WISCONSIN CAPITAL MANAGEMENT LLC | 3 | 1 | 0.46% | 0.57% | 0.62% | Q4 2014 | Q4 2019 | 4 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q3 2018 | 4 |
Northside Capital Management, LLC | 2 | 1 | 0.11% | 0.14% | 0.18% | Q1 2016 | Q2 2020 | 4 |
Franklin Street Capital Partners, LLC | 3 | 1 | 0.06% | 1.88% | 3.17% | Q3 2020 | Q4 2021 | 4 |
KEELEY ASSET MANAGEMENT CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
SG3 Management, LLC | 2 | 1 | 0.01% | 0.05% | 0.14% | Q3 2020 | Q3 2021 | 4 |
OneAscent Financial Services LLC | 1 | 1 | 0.18% | 0.29% | 0.39% | Q2 2019 | Q3 2023 | 4 |
H. L. Ormond & Company, LLC | 4 | 4 | 1.14% | 1.30% | 1.54% | Q4 2021 | Q3 2022 | 4 |
Pitti Group Wealth Management, LLC | 4 | 4 | 0.79% | 0.88% | 0.95% | Q4 2021 | Q3 2022 | 4 |
PALLADIEM, LLC | 4 | 4 | 0.03% | 0.08% | 0.09% | Q4 2014 | Q3 2015 | 4 |
NICOLET ADVISORY SERVICES, LLC | 4 | 4 | 0.11% | 0.21% | 0.26% | Q4 2022 | Q3 2023 | 4 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q2 2023 | 4 |
Legacy Trust | 4 | 4 | 1.36% | 1.42% | 1.50% | Q4 2022 | Q3 2023 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.20% | 0.21% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Crew Capital Management, Ltd. | 3 | 1 | 0.18% | 0.26% | 0.32% | Q4 2021 | Q2 2023 | 4 |
Core Wealth Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Trek Financial, LLC | 3 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q3 2023 | 4 |
WASHBURN CAPITAL MANAGEMENT, INC. | 4 | 4 | 0.16% | 0.27% | 0.34% | Q2 2021 | Q1 2022 | 4 |
Graypoint LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Watson Rebecca | 4 | 4 | 0.21% | 0.42% | 0.67% | Q4 2019 | Q3 2020 | 4 |
MIROVA | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Ameliora Wealth Management Ltd. | 4 | 4 | 0.02% | 0.43% | 0.67% | Q4 2022 | Q3 2023 | 4 |
Barber Financial Group, Inc. | 4 | 4 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q1 2022 | 4 |
Salient Private Client, LLC | 4 | 4 | 1.37% | 1.57% | 1.98% | Q4 2017 | Q3 2018 | 4 |
Blossom Wealth Management | 4 | 4 | 0.94% | 1.02% | 1.09% | Q4 2022 | Q3 2023 | 4 |
Triad Investment Management | 4 | 4 | 0.20% | 0.39% | 0.61% | Q4 2021 | Q3 2022 | 4 |
Crescent Grove Advisors, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
AXXCESS WEALTH MANAGEMENT, LLC | 3 | 1 | 0.02% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 4 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 3 | 1 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q2 2023 | 4 |
BARING ASSET MANAGEMENT Ltd | 4 | 4 | 0.04% | 0.14% | 0.28% | Q4 2016 | Q3 2017 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q4 2020 | 4 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 4 | 4 | 0.08% | 0.09% | 0.09% | Q2 2021 | Q1 2022 | 4 |
Capital Impact Advisors, LLC | 4 | 4 | 0.22% | 0.30% | 0.35% | Q1 2022 | Q4 2022 | 4 |
Psagot Value Holdings Ltd. / (Israel) | 2 | 2 | 0.08% | 0.12% | 0.16% | Q3 2021 | Q3 2023 | 4 |
Community Capital Management, LLC | 3 | 1 | 0.33% | 0.38% | 0.40% | Q4 2018 | Q2 2020 | 4 |
Aravt Global | 4 | 4 | 0.97% | 4.05% | 5.65% | Q4 2016 | Q3 2017 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 0.00% | 0.26% | 0.37% | Q4 2017 | Q3 2018 | 4 |
ARMISTICE CAPITAL, LLC | 1 | 1 | 0.74% | 1.08% | 1.71% | Q4 2018 | Q4 2021 | 4 |
QUANTRES ASSET MANAGEMENT Ltd | 2 | 1 | 0.16% | 0.29% | 0.42% | Q2 2014 | Q4 2018 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q3 2021 | 4 |
M. Kulyk & Associates, LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2021 | 4 |
Tandem Wealth Advisors LLC | 4 | 4 | 0.14% | 0.16% | 0.22% | Q4 2022 | Q3 2023 | 4 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CATALYST FINANCIAL PARTNERS LLC | 4 | 4 | 0.14% | 0.15% | 0.17% | Q4 2022 | Q3 2023 | 4 |
NORTHSTAR WEALTH PARTNERS LLC | 4 | 4 | 0.19% | 0.26% | 0.34% | Q1 2017 | Q4 2017 | 4 |
LSV ASSET MANAGEMENT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2019 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.10% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 4 | 4 | 0.31% | 0.33% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Wallace Advisory Group, LLC | 4 | 4 | 0.42% | 0.43% | 0.46% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.29% | 0.31% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
W.H. Cornerstone Investments Inc. | 4 | 4 | 0.19% | 0.20% | 0.23% | Q4 2022 | Q3 2023 | 4 |
E&G Advisors, LP | 2 | 1 | 0.05% | 0.09% | 0.14% | Q4 2017 | Q3 2023 | 4 |
EACHWIN CAPITAL, LP | 4 | 4 | 2.22% | 2.79% | 3.34% | Q4 2015 | Q3 2016 | 4 |
Parcion Private Wealth LLC | 4 | 4 | 0.34% | 0.42% | 0.50% | Q4 2022 | Q3 2023 | 4 |
NKCFO LLC | 4 | 4 | 3.19% | 3.53% | 3.88% | Q1 2019 | Q4 2019 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.30% | 0.31% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.29% | 0.42% | 0.51% | Q4 2022 | Q3 2023 | 4 |
DRIVE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
GRIES FINANCIAL LLC | 4 | 4 | 0.80% | 0.98% | 1.12% | Q2 2022 | Q1 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Creative Capital Management Investments LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.36% | 0.37% | 0.39% | Q4 2022 | Q3 2023 | 4 |
DoubleLine ETF Adviser LP | 4 | 4 | 0.67% | 0.77% | 0.84% | Q4 2022 | Q3 2023 | 4 |
FT Options LLC | 2 | 2 | 0.02% | 0.23% | 0.77% | Q2 2016 | Q3 2016 | 4 |
Stephens Consulting, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.16% | 0.28% | 0.39% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 1.01% | 1.06% | 1.14% | Q4 2022 | Q3 2023 | 4 |
Phillips Wealth Planners LLC | 4 | 4 | 0.29% | 0.32% | 0.39% | Q4 2022 | Q3 2023 | 4 |
Stone House Investment Management, LLC | 3 | 1 | 0.01% | 0.03% | 0.03% | Q1 2019 | Q3 2023 | 4 |
Fidelis Capital Partners, LLC | 4 | 4 | 0.23% | 0.24% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Schear Investment Advisers, LLC | 4 | 4 | 0.82% | 0.84% | 0.87% | Q4 2022 | Q3 2023 | 4 |
WEXFORD CAPITAL LP | 1 | 1 | 0.04% | 0.21% | 0.50% | Q3 2015 | Q3 2020 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Goldstein Advisors, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Breakwater Capital Group | 4 | 4 | 0.09% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
PETREDIS INVESTMENT ADVISORS LLC | 4 | 4 | 0.64% | 0.82% | 1.26% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.14% | 0.17% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 3 | 1 | 0.01% | 0.08% | 0.13% | Q2 2020 | Q3 2023 | 4 |
Longbow Finance SA | 4 | 4 | 0.76% | 1.00% | 1.64% | Q4 2022 | Q3 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.57% | 0.64% | 0.70% | Q4 2022 | Q3 2023 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.05% | 0.06% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
CIC Wealth, LLC | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Alpha Financial Partners, LLC | 4 | 4 | 0.39% | 0.46% | 0.50% | Q4 2022 | Q3 2023 | 4 |
BARR E S & CO | 3 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 4 |
Greystone Financial Group, LLC | 4 | 4 | 0.25% | 0.27% | 0.29% | Q4 2021 | Q3 2022 | 4 |
LBP AM SA | 4 | 4 | 0.68% | 0.77% | 0.88% | Q4 2022 | Q3 2023 | 4 |
BRADY FAMILY WEALTH, LLC | 4 | 4 | 1.20% | 1.23% | 1.31% | Q4 2022 | Q3 2023 | 4 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 4 |
First Command Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 4 |
GeoWealth Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Legacy Capital Wealth Partners, LLC | 2 | 1 | 0.12% | 0.13% | 0.14% | Q4 2020 | Q3 2023 | 4 |
First County Bank /CT/ | 4 | 4 | 0.36% | 0.38% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Standard Family Office LLC | 3 | 1 | 0.00% | 0.04% | 0.06% | Q4 2020 | Q3 2022 | 4 |
ADE, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
MANA Advisors LLC | 3 | 1 | 0.62% | 1.54% | 2.38% | Q1 2018 | Q4 2019 | 4 |
Halpern Financial, Inc. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 4 |
PFS Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 3 |
RENAISSANCE GROUP LLC | 3 | 3 | 1.24% | 1.27% | 1.28% | Q2 2013 | Q4 2013 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Geier Asset Management, Inc. | 3 | 3 | 0.80% | 0.90% | 0.95% | Q4 2020 | Q2 2021 | 3 |
SNOW CAPITAL MANAGEMENT LP | 3 | 3 | 0.22% | 0.22% | 0.23% | Q1 2020 | Q3 2020 | 3 |
Stux Capital Management, LLC | 2 | 1 | 0.05% | 0.14% | 0.29% | Q2 2013 | Q2 2014 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q2 2021 | 3 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q4 2016 | 3 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q4 2021 | 3 |
V-Square Quantitative Management LLC | 3 | 3 | 0.38% | 0.44% | 0.51% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Virtus ETF Advisers LLC | 1 | 1 | 0.00% | 0.32% | 0.48% | Q3 2018 | Q3 2023 | 3 |
Stevens First Principles Investment Advisors | 3 | 3 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q4 2013 | 3 |
RMR Wealth Builders | 2 | 1 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q1 2021 | 3 |
Capital Investment Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2022 | 3 |
Blackhawk Capital Partners LLC. | 3 | 3 | 0.22% | 0.26% | 0.29% | Q4 2017 | Q2 2018 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q2 2016 | Q1 2017 | 3 |
Aveo Capital Partners, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Donoghue Forlines LLC | 2 | 1 | 0.21% | 0.36% | 0.45% | Q3 2018 | Q3 2023 | 3 |
STEADFAST CAPITAL MANAGEMENT LP | 2 | 1 | 0.07% | 0.10% | 0.12% | Q4 2019 | Q3 2020 | 3 |
Lowe Wealth Advisors, LLC | 2 | 1 | 0.01% | 0.08% | 0.11% | Q3 2022 | Q4 2023 | 3 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
CT Financial Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2019 | Q3 2019 | 3 |
Midwest Professional Planners, LTD. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Foyston, Gordon, & Payne Inc | 3 | 3 | 0.38% | 0.39% | 0.39% | Q2 2021 | Q4 2021 | 3 |
Sendero Wealth Management, LLC | 3 | 3 | 0.15% | 0.21% | 0.29% | Q4 2021 | Q2 2022 | 3 |
Providence First Trust Co | 3 | 3 | 0.26% | 0.27% | 0.29% | Q1 2023 | Q3 2023 | 3 |
Canoe Financial LP | 3 | 3 | 0.02% | 1.10% | 2.03% | Q1 2023 | Q3 2023 | 3 |
HIGHLINE CAPITAL MANAGEMENT, L.P. | 3 | 3 | 2.85% | 3.63% | 4.52% | Q1 2020 | Q3 2020 | 3 |
Lourd Capital, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2018 | 3 |
NCM CAPITAL MANAGEMENT GROUP INC | 3 | 3 | 2.26% | 2.30% | 2.35% | Q2 2013 | Q4 2013 | 3 |
Ironvine Capital Partners, LLC | 2 | 1 | 0.07% | 0.19% | 0.34% | Q4 2017 | Q4 2019 | 3 |
Lucia Wealth Services, LLC | 3 | 3 | 0.17% | 0.18% | 0.20% | Q1 2020 | Q3 2020 | 3 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q2 2023 | 3 |
PFS INVESTMENTS INC. | 3 | 3 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q2 2023 | 3 |
CHASE INVESTMENT COUNSEL CORP | 2 | 1 | 1.46% | 1.49% | 1.54% | Q4 2019 | Q3 2023 | 3 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 2 | 1 | 0.06% | 0.10% | 0.17% | Q4 2021 | Q4 2022 | 3 |
FIRST AMERICAN TRUST, FSB | 3 | 3 | 0.13% | 0.14% | 0.16% | Q2 2013 | Q4 2013 | 3 |
ASCEND CAPITAL, LLC | 1 | 1 | 0.24% | 0.82% | 1.26% | Q4 2015 | Q4 2016 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.21% | 0.24% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Biltmore Wealth Management, LLC | 3 | 3 | 0.24% | 0.27% | 0.29% | Q2 2020 | Q4 2020 | 3 |
Naviter Wealth, LLC | 3 | 3 | 0.18% | 0.19% | 0.21% | Q2 2022 | Q4 2022 | 3 |
PURSUE WEALTH PARTNERS LLC | 3 | 3 | 0.14% | 0.16% | 0.17% | Q4 2021 | Q2 2022 | 3 |
Virtus Fund Advisers, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Bogart Wealth, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 3 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 3 | 0.00% | 2.91% | 5.61% | Q2 2013 | Q4 2013 | 3 |
Weil Company, Inc. | 2 | 1 | 0.08% | 0.52% | 0.75% | Q4 2017 | Q3 2019 | 3 |
Concorde Asset Management, LLC | 3 | 3 | 0.26% | 0.28% | 0.31% | Q1 2023 | Q3 2023 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.07% | 0.09% | 0.12% | Q4 2021 | Q2 2022 | 3 |
Boussard & Gavaudan Investment Management LLP | 2 | 1 | 0.06% | 0.25% | 0.41% | Q4 2022 | Q3 2023 | 3 |
Distillate Capital Partners LLC | 3 | 3 | 0.79% | 0.93% | 1.00% | Q4 2021 | Q2 2022 | 3 |
SYMONS CAPITAL MANAGEMENT INC | 3 | 3 | 2.38% | 2.48% | 2.57% | Q3 2017 | Q1 2018 | 3 |
Manhattan West Asset Management, LLC | 2 | 1 | 0.15% | 0.45% | 0.67% | Q4 2021 | Q3 2023 | 3 |
Ridgewood Investments LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Legacy CG, LLC | 3 | 3 | 1.06% | 1.10% | 1.15% | Q4 2022 | Q2 2023 | 3 |
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | 3 | 3 | 0.55% | 0.59% | 0.63% | Q1 2023 | Q3 2023 | 3 |
Annex Advisory Services, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2022 | 3 |
BlueCrest Capital Management LLP | 2 | 1 | 0.03% | 0.05% | 0.09% | Q3 2013 | Q2 2014 | 3 |
Salvus Wealth Management, LLC | 2 | 1 | 0.19% | 0.21% | 0.24% | Q4 2020 | Q4 2022 | 3 |
FAGAN ASSOCIATES, INC. | 3 | 3 | 0.31% | 0.35% | 0.38% | Q2 2021 | Q4 2021 | 3 |
Triasima Portfolio Management inc. | 3 | 3 | 0.04% | 0.16% | 0.25% | Q1 2023 | Q3 2023 | 3 |
3Chopt Investment Partners, LLC | 3 | 3 | 0.18% | 0.21% | 0.26% | Q4 2022 | Q2 2023 | 3 |
Argent Wealth Management LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q2 2020 | 3 |
NORTH AMERICAN MANAGEMENT CORP | 3 | 3 | 0.75% | 0.81% | 0.86% | Q3 2020 | Q1 2021 | 3 |
Greenfield Savings Bank | 3 | 3 | 0.13% | 0.14% | 0.14% | Q2 2023 | Q4 2023 | 3 |
BANCORPSOUTH INC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q4 2013 | 3 |
CAPITAL ONE FINANCIAL CORP | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q3 2020 | 3 |
Keystone Financial Planning, Inc. | 2 | 1 | 0.10% | 0.11% | 0.13% | Q2 2021 | Q3 2023 | 3 |
SCHOLTZ & COMPANY, LLC | 3 | 3 | 1.51% | 1.72% | 1.85% | Q1 2017 | Q3 2017 | 3 |
Delta Financial Group, Inc. | 2 | 1 | 0.29% | 0.30% | 0.33% | Q4 2022 | Q3 2023 | 3 |
IRON Financial LLC | 2 | 1 | 0.10% | 0.11% | 0.12% | Q2 2021 | Q2 2023 | 3 |
Aurora Private Wealth, Inc. | 2 | 1 | 0.00% | 0.07% | 0.12% | Q4 2019 | Q2 2022 | 3 |
Krane Funds Advisors LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q1 2020 | 3 |
Alpha Paradigm Partners, LLC | 2 | 1 | 0.04% | 0.06% | 0.09% | Q2 2021 | Q4 2022 | 3 |
HighMark Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Symmetry Investments LP | 2 | 1 | 0.56% | 1.01% | 1.90% | Q4 2020 | Q3 2021 | 3 |
Camarda Financial Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q2 2019 | 3 |
Scott & Selber, Inc. | 3 | 3 | 1.16% | 1.19% | 1.22% | Q3 2019 | Q1 2020 | 3 |
PECONIC PARTNERS LLC | 1 | 1 | 0.99% | 2.18% | 4.24% | Q1 2016 | Q3 2020 | 3 |
Ruggaard & Associates LLC | 3 | 3 | 0.20% | 0.20% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Well Done, LLC | 1 | 1 | 0.00% | 0.07% | 0.20% | Q3 2017 | Q4 2018 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Angeles Investment Advisors, LLC | 2 | 1 | 0.01% | 0.04% | 0.06% | Q3 2019 | Q4 2021 | 3 |
Teamwork Financial Advisors, LLC | 3 | 3 | 0.30% | 1.53% | 2.56% | Q4 2019 | Q2 2020 | 3 |
InterOcean Capital Group, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
OCCUDO QUANTITATIVE STRATEGIES LP | 2 | 1 | 0.03% | 0.26% | 0.50% | Q4 2021 | Q1 2023 | 3 |
Personal Wealth Partners | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 3 |
Golden State Equity Partners | 3 | 3 | 0.12% | 0.15% | 0.18% | Q1 2023 | Q3 2023 | 3 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
Parametrica Management Ltd | 1 | 1 | 0.29% | 0.41% | 0.60% | Q1 2017 | Q3 2020 | 3 |
ENGINE NO. 1 LLC | 3 | 3 | 0.07% | 0.10% | 0.13% | Q2 2021 | Q4 2021 | 3 |
ENDEX CAPITAL MANAGEMENT LLC | 3 | 3 | 0.38% | 0.41% | 0.42% | Q2 2013 | Q4 2013 | 3 |
Forza Wealth Management, LLC | 3 | 3 | 0.37% | 0.42% | 0.46% | Q1 2023 | Q3 2023 | 3 |
Capital International, Inc./CA/ | 3 | 3 | 0.00% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Blue Rock Advisors, LLC | 3 | 3 | 3.05% | 3.71% | 4.38% | Q1 2017 | Q3 2017 | 3 |
XR Securities LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q4 2022 | 3 |
Rotella Capital Management, Inc. | 3 | 3 | 0.22% | 0.36% | 0.49% | Q2 2015 | Q4 2015 | 3 |
Rodgers Brothers Inc. | 2 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 3 |
Noked Capital LTD | 3 | 3 | 0.27% | 0.36% | 0.44% | Q1 2019 | Q3 2019 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Prentice Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
NAVELLIER & ASSOCIATES INC | 3 | 3 | 2.70% | 2.74% | 2.80% | Q3 2012 | Q1 2013 | 3 |
LMR Master Fund Ltd | 3 | 3 | 0.07% | 0.33% | 0.79% | Q2 2013 | Q4 2013 | 3 |
SITTNER & NELSON, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Financial Sense Advisors, Inc. | 3 | 3 | 0.31% | 0.34% | 0.38% | Q2 2013 | Q4 2013 | 3 |
WFA of San Diego, LLC | 1 | 1 | 0.00% | 0.06% | 0.15% | Q2 2020 | Q4 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
MAPLELANE CAPITAL, LLC | 1 | 1 | 0.16% | 0.45% | 1.03% | Q2 2015 | Q4 2015 | 3 |
Country Club Trust Company, n.a. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
OptiFour Integrated Wealth Management, LLC | 3 | 3 | 0.24% | 0.26% | 0.28% | Q2 2019 | Q4 2019 | 3 |
OFI INVEST ASSET MANAGEMENT | 3 | 3 | 1.05% | 1.38% | 1.89% | Q1 2023 | Q3 2023 | 3 |
DAYMARK WEALTH PARTNERS, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Weaver C. Barksdale & Associates, Inc. | 3 | 3 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q4 2013 | 3 |
M. Kraus & Co | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
EPG Wealth Management LLC | 2 | 1 | 0.01% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 3 |
SageView Advisory Group, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
China Universal Asset Management Co., Ltd. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Michael S. Ryan, Inc. | 3 | 3 | 0.29% | 0.32% | 0.34% | Q2 2023 | Q4 2023 | 3 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 3 | 3 | 0.39% | 0.44% | 0.50% | Q2 2013 | Q4 2013 | 3 |
Lighthouse Investment Partners, LLC | 2 | 1 | 0.13% | 0.32% | 0.44% | Q4 2022 | Q3 2023 | 3 |
Ayalon Insurance Comp Ltd. | 2 | 1 | 0.00% | 0.45% | 0.69% | Q1 2015 | Q1 2019 | 3 |
PCA Investment Advisory Services Inc. | 3 | 3 | 0.15% | 0.17% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 3 |
Highstreet Asset Management Inc. | 2 | 1 | 0.21% | 0.24% | 0.30% | Q4 2013 | Q1 2015 | 3 |
Fortis Capital Advisors, LLC | 2 | 1 | 0.02% | 0.12% | 0.33% | Q4 2022 | Q3 2023 | 3 |
Vahanian & Associates Financial Planning Inc. | 3 | 3 | 0.55% | 0.73% | 0.92% | Q4 2021 | Q2 2022 | 3 |
JBF Capital, Inc. | 3 | 3 | 0.46% | 0.49% | 0.52% | Q2 2013 | Q4 2013 | 3 |
Arcadia Wealth Management, LLC | 3 | 3 | 0.55% | 0.59% | 0.61% | Q1 2023 | Q3 2023 | 3 |
PRW Wealth Management LLC | 2 | 1 | 0.01% | 0.08% | 0.22% | Q4 2018 | Q2 2021 | 3 |
Visium Asset Management, LP | 1 | 1 | 0.01% | 0.06% | 0.15% | Q3 2013 | Q2 2016 | 3 |
MILES CAPITAL, INC. | 3 | 3 | 0.37% | 0.52% | 0.61% | Q2 2013 | Q4 2013 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Five Oceans Advisors | 3 | 3 | 0.14% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
AlphaOne Investment Services, LLC | 3 | 3 | 0.02% | 0.04% | 0.06% | Q3 2017 | Q1 2018 | 3 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q1 2022 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
NTB Financial Corp | 3 | 3 | 2.33% | 2.54% | 2.84% | Q4 2021 | Q2 2022 | 3 |
Heartwood Wealth Advisors LLC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 3 |
Accurate Wealth Management, LLC | 2 | 1 | 0.02% | 0.54% | 0.85% | Q4 2022 | Q3 2023 | 3 |
MARINER INVESTMENT GROUP LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2014 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.11% | 0.20% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Baldrige Asset Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
DARRELL & KING LLC | 3 | 3 | 2.86% | 3.35% | 3.77% | Q2 2020 | Q4 2020 | 3 |
Majedie Asset Management Ltd | 3 | 3 | 0.52% | 0.77% | 0.92% | Q1 2018 | Q3 2018 | 3 |
River Road Asset Management, LLC | 2 | 1 | 0.02% | 0.08% | 0.20% | Q4 2017 | Q1 2020 | 3 |
Inscription Capital, LLC | 2 | 1 | 0.11% | 0.11% | 0.12% | Q4 2018 | Q2 2021 | 3 |
Manitou Investment Management Ltd. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
HS Management Partners, LLC | 3 | 3 | 4.32% | 5.64% | 6.44% | Q1 2017 | Q3 2017 | 3 |
Premia Global Advisors, LLC | 2 | 1 | 0.15% | 0.18% | 0.22% | Q4 2017 | Q1 2019 | 3 |
Dominick & Dominick LLC | 3 | 3 | 0.15% | 0.15% | 0.16% | Q2 2013 | Q4 2013 | 3 |
Strengthening Families & Communities, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Avalon Trust Co | 3 | 3 | 1.92% | 2.18% | 2.38% | Q1 2023 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.20% | 0.21% | 0.22% | Q1 2023 | Q3 2023 | 3 |
KSA CAPITAL MANAGEMENT, LLC | 1 | 1 | 2.66% | 3.95% | 5.95% | Q3 2015 | Q4 2017 | 3 |
Noked Israel Ltd | 3 | 3 | 0.27% | 0.36% | 0.44% | Q1 2019 | Q3 2019 | 3 |
Man Investments Ltd | 3 | 3 | 0.04% | 0.11% | 0.24% | Q2 2013 | Q4 2013 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 3 |
TradeLink Global Equity LLC | 1 | 1 | 0.00% | 0.10% | 0.23% | Q2 2013 | Q4 2014 | 3 |
Astoria Portfolio Advisors LLC. | 3 | 3 | 0.17% | 0.20% | 0.23% | Q1 2023 | Q3 2023 | 3 |
McElhenny Sheffield Capital Management, LLC | 2 | 1 | 0.01% | 0.21% | 0.32% | Q4 2022 | Q3 2023 | 3 |
Pacifica Partners Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 3 |
PFG Private Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
BOURGEON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Berger Financial Group, Inc | 3 | 3 | 0.49% | 0.58% | 0.68% | Q2 2022 | Q4 2022 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
PROVENCE WEALTH MANAGEMENT GROUP | 3 | 3 | 0.16% | 0.18% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Guidant Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Firestone Capital Management | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Buck Wealth Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
Perennial Investment Advisors, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Horizon Investment Services, LLC | 3 | 3 | 0.15% | 0.16% | 0.17% | Q2 2013 | Q4 2013 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 0.00% | 0.17% | 0.52% | Q3 2021 | Q1 2022 | 3 |
DECADE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.12% | 0.48% | 0.98% | Q3 2014 | Q2 2015 | 3 |
Absoluto Partners Gestao de Recursos Ltda | 2 | 1 | 0.42% | 1.63% | 3.35% | Q4 2020 | Q4 2021 | 3 |
Single Point Partners, LLC | 2 | 1 | 0.05% | 0.06% | 0.08% | Q1 2022 | Q1 2023 | 3 |
B.O.S.S. Retirement Advisors, LLC | 3 | 3 | 0.32% | 0.35% | 0.38% | Q2 2023 | Q4 2023 | 3 |
Vigilare Wealth Management | 2 | 1 | 0.15% | 0.20% | 0.27% | Q4 2019 | Q2 2021 | 3 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 2 | 1 | 0.02% | 0.19% | 0.38% | Q4 2015 | Q3 2016 | 3 |
GLG INC. | 3 | 3 | 0.10% | 0.13% | 0.16% | Q2 2013 | Q4 2013 | 3 |
USA MUTUALS ADVISORS, INC. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q4 2017 | 3 |
THOMASPARTNERS, INC. | 3 | 3 | 0.70% | 0.72% | 0.76% | Q3 2017 | Q1 2018 | 3 |
Granite Point Capital Management, L.P. | 3 | 3 | 0.08% | 0.72% | 1.89% | Q1 2020 | Q3 2020 | 3 |
EHP Funds Inc. | 3 | 3 | 0.29% | 0.40% | 0.57% | Q1 2023 | Q3 2023 | 3 |
CLEARBRIDGE, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2018 | 2 |
R&F Capital Advisors LP | 2 | 2 | 0.16% | 0.34% | 0.52% | Q4 2016 | Q1 2017 | 2 |
JGP Wealth Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Senator Investment Group LP | 2 | 2 | 1.36% | 2.14% | 2.94% | Q3 2021 | Q4 2021 | 2 |
Mechanics Bank Trust Department | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q4 2019 | 2 |
Jabre Capital Partners S.A. | 1 | 1 | 0.03% | 0.94% | 1.86% | Q1 2016 | Q2 2017 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
Aspen Grove Capital, LLC | 2 | 2 | 0.20% | 0.22% | 0.24% | Q1 2023 | Q2 2023 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
Resonant Capital Advisors, LLC | 2 | 2 | 0.10% | 0.13% | 0.16% | Q4 2019 | Q1 2020 | 2 |
Lazard Freres Gestion S.A.S. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q1 2021 | 2 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 2 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.11% | 0.12% | 0.14% | Q4 2013 | Q4 2015 | 2 |
BBVA USA | 2 | 2 | 0.22% | 0.24% | 0.25% | Q2 2021 | Q3 2021 | 2 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q4 2016 | 2 |
Capital Investment Counsel, Inc | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Eisler Capital (US) LLC | 2 | 2 | 0.05% | 0.18% | 0.31% | Q1 2023 | Q2 2023 | 2 |
Joho Capital | 2 | 2 | 0.29% | 0.30% | 0.32% | Q1 2019 | Q2 2019 | 2 |
INVESCO, LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q2 2023 | Q3 2023 | 2 |
ZRC WEALTH MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Bristol County Savings Bank | 2 | 2 | 0.54% | 0.60% | 0.65% | Q3 2017 | Q4 2017 | 2 |
Manchester Global Management (UK) Ltd | 2 | 2 | 3.49% | 3.99% | 4.49% | Q4 2022 | Q1 2023 | 2 |
Bodri Capital Management, LLC | 2 | 2 | 2.37% | 2.59% | 2.82% | Q4 2014 | Q1 2015 | 2 |
READYSTATE ASSET MANAGEMENT LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 2 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.05% | 0.06% | 0.07% | Q1 2018 | Q4 2018 | 2 |
Dorsey Wright & Associates | 1 | 1 | 0.26% | 0.29% | 0.32% | Q4 2018 | Q4 2019 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
qPULA Trading Management LP | 1 | 1 | 0.50% | 0.68% | 0.85% | Q3 2021 | Q1 2022 | 2 |
Financial Insights, Inc. | 1 | 1 | 0.18% | 0.24% | 0.30% | Q1 2023 | Q3 2023 | 2 |
CIM, LLC | 2 | 2 | 0.15% | 0.16% | 0.16% | Q4 2019 | Q1 2020 | 2 |
Quarry LP | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
ELM ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2020 | 2 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Gladstone Capital Management LLP | 2 | 2 | 3.79% | 4.02% | 4.26% | Q4 2022 | Q1 2023 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Moran Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Pergamon Offshore Advisors, L.P. | 2 | 2 | 0.81% | 0.87% | 0.94% | Q4 2014 | Q1 2015 | 2 |
OmniStar Financial Group, Inc. | 2 | 2 | 0.27% | 0.34% | 0.40% | Q4 2020 | Q1 2021 | 2 |
MCDONALD PARTNERS LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.21% | 0.22% | 0.24% | Q4 2022 | Q1 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
SHERBROOKE PARK ADVISERS LLC | 2 | 2 | 0.21% | 0.37% | 0.54% | Q2 2023 | Q3 2023 | 2 |
Sabal Trust CO | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 1.56% | 1.58% | 1.61% | Q1 2021 | Q2 2021 | 2 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.09% | 0.13% | Q2 2020 | Q4 2022 | 2 |
Exchange Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2018 | 2 |
Force Capital Management LLC | 2 | 2 | 0.77% | 0.93% | 1.09% | Q3 2013 | Q4 2013 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
MQS Management LLC | 1 | 1 | 0.16% | 0.27% | 0.39% | Q3 2022 | Q2 2023 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.39% | 0.39% | 0.40% | Q2 2013 | Q3 2013 | 2 |
Boit C F David | 2 | 2 | 0.07% | 0.08% | 0.08% | Q3 2021 | Q4 2021 | 2 |
LOCKERMAN FINANCIAL GROUP, INC. | 2 | 2 | 0.56% | 0.56% | 0.57% | Q2 2023 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
UNITED BANK | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Third Point | 2 | 2 | 1.96% | 2.75% | 3.54% | Q3 2022 | Q4 2022 | 2 |
ADVENT CAPITAL MANAGEMENT /DE/ | 2 | 2 | 0.02% | 0.13% | 0.23% | Q2 2023 | Q3 2023 | 2 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2014 | 2 |
ASB Consultores, LLC | 2 | 2 | 0.18% | 0.22% | 0.26% | Q4 2021 | Q1 2022 | 2 |
Financial Connections Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Peachtree Investment Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
MONTGOMERY INVESTMENT MANAGEMENT INC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2013 | Q3 2013 | 2 |
AMERICAN NATIONAL INSURANCE CO | 2 | 2 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q1 2022 | 2 |
WOODSTOCK CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q4 2023 | 2 |
Apertura Capital, LLC | 2 | 2 | 2.62% | 3.54% | 4.46% | Q4 2018 | Q1 2019 | 2 |
American Beacon Advisors, Inc. | 2 | 2 | 1.11% | 1.18% | 1.25% | Q1 2017 | Q2 2017 | 2 |
Signet Investment Advisory Group, Inc. | 2 | 2 | 0.21% | 0.23% | 0.24% | Q2 2021 | Q3 2021 | 2 |
Stokes Family Office, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 2 |
Eagle Strategies LLC | 2 | 2 | 0.45% | 0.50% | 0.55% | Q4 2021 | Q1 2022 | 2 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.05% | 0.16% | 0.27% | Q4 2016 | Q3 2017 | 2 |
Lodge Hill Capital, LLC | 2 | 2 | 2.87% | 3.35% | 3.84% | Q4 2017 | Q1 2018 | 2 |
HUSSMAN STRATEGIC ADVISORS, INC. | 1 | 1 | 0.13% | 0.29% | 0.45% | Q3 2015 | Q1 2020 | 2 |
LEUTHOLD GROUP, LLC | 2 | 2 | 0.15% | 0.15% | 0.15% | Q2 2013 | Q3 2013 | 2 |
True Capital Management | 2 | 2 | 0.16% | 0.16% | 0.17% | Q4 2022 | Q1 2023 | 2 |
Foundations Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
QCM Cayman, Ltd. | 1 | 1 | 0.72% | 0.88% | 1.04% | Q4 2017 | Q3 2018 | 2 |
FAS Wealth Partners, Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 2 | 2 | 0.19% | 0.20% | 0.20% | Q1 2022 | Q2 2022 | 2 |
GLENHILL ADVISORS LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q1 2014 | 2 |
ADELL HARRIMAN & CARPENTER INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
KOCH INDUSTRIES INC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2017 | Q1 2018 | 2 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 2 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 2 | 2 | 0.97% | 0.98% | 0.99% | Q1 2016 | Q2 2016 | 2 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
PAX Financial Group, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q1 2022 | 2 |
RQSI Ltd | 2 | 2 | 0.19% | 0.26% | 0.32% | Q4 2014 | Q1 2015 | 2 |
Carson Advisory Inc. | 1 | 1 | 0.19% | 0.22% | 0.24% | Q4 2021 | Q4 2022 | 2 |
SELECT EQUITY GROUP INC | 2 | 2 | 0.07% | 0.09% | 0.10% | Q2 2013 | Q3 2013 | 2 |
Meridian Wealth Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Elkhorn Investments, LLC | 2 | 2 | 0.78% | 0.84% | 0.90% | Q1 2017 | Q2 2017 | 2 |
Chimera Capital Management LLC | 2 | 2 | 0.88% | 1.24% | 1.60% | Q3 2022 | Q4 2022 | 2 |
Atreides Management, LP | 1 | 1 | 0.37% | 1.29% | 2.21% | Q1 2021 | Q1 2021 | 2 |
Waterfront Capital Partners, LLC | 1 | 1 | 0.11% | 0.12% | 0.13% | Q1 2018 | Q3 2018 | 2 |
Kehrs Ridge Capital,LLC | 1 | 1 | 3.51% | 4.15% | 4.79% | Q4 2021 | Q3 2022 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 2 |
Beck Bode, LLC | 2 | 2 | 0.59% | 0.59% | 0.59% | Q2 2023 | Q3 2023 | 2 |
HUTCHENS INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2017 | 2 |
West Tower Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Spouting Rock Asset Management, LLC | 2 | 2 | 0.36% | 0.51% | 0.66% | Q2 2020 | Q3 2020 | 2 |
Occidental Asset Management, LLC | 2 | 2 | 0.22% | 0.24% | 0.27% | Q3 2019 | Q4 2019 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.42% | 0.45% | 0.48% | Q2 2023 | Q3 2023 | 2 |
Hilltop Partners LLC | 2 | 2 | 0.27% | 0.31% | 0.35% | Q2 2023 | Q3 2023 | 2 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q2 2015 | 2 |
Foster Victor Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Verum Partners LLC | 2 | 2 | 0.14% | 0.18% | 0.23% | Q2 2023 | Q3 2023 | 2 |
Royal Fund Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
SIX COLUMNS CAPITAL, LP | 2 | 2 | 1.78% | 2.63% | 3.48% | Q1 2020 | Q2 2020 | 2 |
Bain Capital Public Equity Management II, LLC | 2 | 2 | 3.36% | 3.44% | 3.53% | Q2 2020 | Q3 2020 | 2 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q2 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
Adams Chetwood Wealth Management LLC | 2 | 2 | 0.30% | 0.32% | 0.34% | Q4 2019 | Q1 2020 | 2 |
Portman Square Capital LLP | 1 | 1 | 0.04% | 0.07% | 0.10% | Q3 2023 | Q3 2023 | 2 |
LifePro Asset Management | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2020 | Q1 2021 | 2 |
Chiron Investment Management, LLC | 2 | 2 | 1.72% | 2.00% | 2.29% | Q3 2020 | Q4 2020 | 2 |
Surevest, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Crawford Lake Capital Management, LLC | 1 | 1 | 0.36% | 1.54% | 2.72% | Q1 2018 | Q1 2018 | 2 |
VeraBank, N.A. | 2 | 2 | 0.24% | 0.29% | 0.33% | Q4 2019 | Q1 2020 | 2 |
Delpha Capital Management, LLC | 2 | 2 | 0.04% | 0.23% | 0.42% | Q4 2017 | Q1 2018 | 2 |
Eisler Capital (UK) Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 2 |
Thor Advisors, LLC | 1 | 1 | 0.20% | 0.62% | 1.05% | Q1 2019 | Q1 2020 | 2 |
COOKE & BIELER LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SPX Gestao de Recursos Ltda | 1 | 1 | 0.63% | 1.40% | 2.16% | Q1 2020 | Q3 2020 | 2 |
Stevard, LLC | 2 | 2 | 0.17% | 0.18% | 0.19% | Q2 2020 | Q3 2020 | 2 |
LVW Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q1 2022 | 2 |
CERTUITY, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Rothschild Capital Partners, LLC | 2 | 2 | 0.12% | 1.18% | 2.24% | Q1 2016 | Q2 2016 | 2 |
New Hampshire Trust | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
OARSMAN CAPITAL, INC. | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Bard Financial Services, Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Fortune Financial Advisors, LLC | 2 | 2 | 0.63% | 0.66% | 0.68% | Q2 2023 | Q3 2023 | 2 |
ACG Wealth | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q2 2022 | 2 |
One River Asset Management, LLC | 1 | 1 | 0.12% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 2 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 2 |
BLOOM TREE PARTNERS, LLC | 2 | 2 | 2.07% | 3.03% | 3.98% | Q2 2020 | Q3 2020 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 2 |
DC Investments Management, LLC | 2 | 2 | 0.21% | 0.22% | 0.23% | Q4 2017 | Q1 2018 | 2 |
FNY Partners Fund LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.26% | 0.27% | 0.29% | Q2 2016 | Q3 2016 | 2 |
Marketfield Asset Management LLC | 2 | 2 | 0.60% | 1.14% | 1.68% | Q1 2016 | Q2 2016 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Kula Investments, LLC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q4 2022 | Q1 2023 | 2 |
55I, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Greytown Advisors Inc. | 2 | 2 | 0.22% | 0.22% | 0.22% | Q3 2021 | Q4 2021 | 2 |
VICUS CAPITAL | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
TOEWS CORP /ADV | 1 | 1 | 0.34% | 0.40% | 0.47% | Q4 2018 | Q3 2023 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.04% | 0.07% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Liontrust Investment Partners LLP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 2 |
Fiera Capital Inc. | 2 | 2 | 2.29% | 2.36% | 2.42% | Q2 2013 | Q3 2013 | 2 |
Olistico Wealth, LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q2 2023 | Q3 2023 | 2 |
RAND WEALTH, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
SCOGGIN MANAGEMENT LP | 2 | 2 | 0.56% | 0.80% | 1.04% | Q3 2019 | Q4 2019 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.16% | 0.22% | 0.28% | Q2 2023 | Q3 2023 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Community Financial Services Group, LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q1 2014 | Q4 2019 | 2 |
Masterton Capital Management, LP | 2 | 2 | 4.64% | 6.29% | 7.94% | Q1 2021 | Q2 2021 | 2 |
FIRST CITIZENS BANCORPORATION INC | 2 | 2 | 0.74% | 0.75% | 0.76% | Q4 2013 | Q1 2014 | 2 |
Grant Street Asset Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Tibra Equities Europe Ltd | 1 | 1 | 0.27% | 0.31% | 0.35% | Q2 2018 | Q2 2019 | 2 |
Edmond de Rothschild (Europe) | 1 | 1 | 0.03% | 0.03% | 0.04% | Q2 2015 | Q3 2016 | 2 |
RKL Wealth Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.03% | 0.09% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Advance Capital Management, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.08% | 0.08% | 0.09% | Q4 2019 | Q2 2020 | 2 |
BROOKTREE CAPITAL MANAGEMENT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Nokota Management, LP | 2 | 2 | 0.10% | 0.38% | 0.67% | Q3 2016 | Q4 2016 | 2 |
Mint Tower Capital Management B.V. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2023 | Q2 2023 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.08% | 0.12% | 0.15% | Q2 2014 | Q3 2014 | 2 |
Genus Capital Management Inc. | 2 | 2 | 0.54% | 0.72% | 0.91% | Q2 2023 | Q3 2023 | 2 |
OneAscent Wealth Management LLC | 1 | 1 | 0.08% | 0.12% | 0.15% | Q1 2023 | Q3 2023 | 2 |
American National Registered Investment Advisor, Inc. | 2 | 2 | 0.24% | 0.26% | 0.29% | Q4 2021 | Q1 2022 | 2 |
Oak Point Wealth Management | 2 | 2 | 0.37% | 0.40% | 0.44% | Q4 2017 | Q1 2018 | 2 |
Global Endowment Management, LP | 2 | 2 | 0.42% | 0.61% | 0.79% | Q3 2020 | Q4 2020 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Hyperion Partners, LLC | 2 | 2 | 0.18% | 0.19% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2018 | 2 |
PointState Capital LP | 1 | 1 | 0.04% | 0.06% | 0.09% | Q2 2016 | Q3 2020 | 2 |
KELLEHER FINANCIAL ADVISORS | 1 | 1 | 0.36% | 0.37% | 0.38% | Q3 2021 | Q2 2022 | 2 |
Humankind Investments LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 2 |
Holistic Financial Partners | 2 | 2 | 0.04% | 0.06% | 0.09% | Q4 2017 | Q1 2018 | 2 |
STABLEFORD CAPITAL II LLC | 2 | 2 | 0.42% | 0.52% | 0.62% | Q4 2016 | Q1 2017 | 2 |
V Wealth Advisors LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q2 2021 | 2 |
LFA - Lugano Financial Advisors SA | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q4 2018 | 2 |
TCTC Holdings, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Banyan Partners, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2013 | Q1 2014 | 2 |
SADOFF INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2013 | Q4 2013 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.70% | 0.73% | 0.76% | Q2 2023 | Q3 2023 | 2 |
Voleon Capital Management LP | 1 | 1 | 1.27% | 2.15% | 3.03% | Q4 2018 | Q2 2019 | 2 |
Twelve Points Wealth Management LLC | 1 | 1 | 0.16% | 0.19% | 0.23% | Q4 2021 | Q4 2022 | 2 |
Alcosta Capital Management, Inc. | 2 | 2 | 2.38% | 2.49% | 2.61% | Q4 2022 | Q1 2023 | 2 |
Argentus Capital Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q4 2015 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
HOWARD HUGHES MEDICAL INSTITUTE | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q2 2017 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.15% | 0.16% | 0.18% | Q2 2013 | Q3 2013 | 2 |
Highmount Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q4 2014 | 2 |
COURIER CAPITAL LLC | 2 | 2 | 0.15% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Renasant Bank | 2 | 2 | 0.21% | 0.22% | 0.23% | Q4 2020 | Q1 2021 | 2 |
Waycross Investment Management Co | 2 | 2 | 1.44% | 1.46% | 1.49% | Q4 2022 | Q1 2023 | 2 |
Indices-Pac Research Corp. | 2 | 2 | 0.18% | 0.23% | 0.28% | Q4 2013 | Q1 2014 | 2 |
Advisor OS, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2020 | Q3 2020 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Meadow Creek Wealth Advisors LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2021 | Q4 2021 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ELEMENT POINTE ADVISORS, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2021 | Q1 2021 | 1 |
Landsberg, Bennett, & Dubbaneh LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
Sage Financial Management Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2020 | Q1 2020 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Investment Research & Advisory Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
JSF Financial, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Principal Street Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Oak Thistle LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2022 | Q1 2022 | 1 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Summit Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
VIVID FINANCIAL MANAGEMENT, INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Cox Capital Mgt LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
Adams Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
MATTERN CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.18% | 1.18% | 1.18% | Q4 2019 | Q4 2019 | 1 |
Beacon Pointe Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Goodwin Investment Advisory | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
VILLERE ST DENIS J & CO LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Danda Trouve Investment Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Claret Asset Management Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
TFG Advisers LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Systematic Alpha Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Resource Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Cartenna Capital, LP | 1 | 1 | 2.81% | 2.81% | 2.81% | Q3 2021 | Q3 2021 | 1 |
Divergent Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
SCP Investment, LP | 1 | 1 | 0.94% | 0.94% | 0.94% | Q2 2018 | Q2 2018 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Annandale Capital, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2022 | Q3 2022 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Keeler Thomas Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
FIDUCIENT ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MainStreet Investment Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
LexAurum Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
Cypress Point Wealth Management, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2020 | Q4 2020 | 1 |
Landmark Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
HELIOS CAPITAL MANAGEMENT PTE. LTD | 1 | 1 | 0.93% | 0.93% | 0.93% | Q4 2021 | Q4 2021 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Junson Asset Management (Hong Kong) Ltd | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2021 | Q4 2021 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Parplus Partners | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Tabor Asset Management, LP | 1 | 1 | 2.08% | 2.08% | 2.08% | Q4 2021 | Q4 2021 | 1 |
XTX MARKETS LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2020 | Q4 2020 | 1 |
Ninepoint Partners LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2019 | Q3 2019 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Hudson Value Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Geneva Partners, LLC | 1 | 1 | 2.24% | 2.24% | 2.24% | Q3 2023 | Q3 2023 | 1 |
Savoir Faire Capital Management, L.P. | 1 | 1 | 1.77% | 1.77% | 1.77% | Q3 2023 | Q3 2023 | 1 |
TCG Advisory Services, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
E Fund Management Co., Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Infini Master Fund | 1 | 1 | 0.90% | 0.90% | 0.90% | Q3 2021 | Q3 2021 | 1 |
Stratos Investment Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Red Cedar Management, LP | 1 | 1 | 0.95% | 0.95% | 0.95% | Q1 2020 | Q1 2020 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2021 | Q2 2021 | 1 |
Latitude Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Summit X, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Ostrum Asset Management U.S., LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2018 | Q4 2018 | 1 |
AustralianSuper Pty Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
O'Brien Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
HMS Capital Management, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2016 | Q3 2016 | 1 |
JT Stratford LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2019 | Q2 2019 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Vantis Investment Advisers L.P. | 1 | 1 | 1.59% | 1.59% | 1.59% | Q1 2021 | Q1 2021 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2016 | Q3 2016 | 1 |
Riverpoint Wealth Management Holdings, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Tenere Capital LLC | 1 | 1 | 2.73% | 2.73% | 2.73% | Q3 2023 | Q3 2023 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Bell Asset Management Ltd | 1 | 1 | 1.34% | 1.34% | 1.34% | Q4 2017 | Q4 2017 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Concentric Capital Strategies, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
American Financial Network Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Crescent Capital Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Arbor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.91% | 0.91% | 0.91% | Q3 2023 | Q3 2023 | 1 |
Fermata Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Benedetti & Gucer, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
Garda Capital Partners LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Fi3 FINANCIAL ADVISORS, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Cedar Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Financial Consulate Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
Cornerstone Financial Partners, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2017 | Q3 2017 | 1 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Oak Grove Capital LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2020 | Q2 2020 | 1 |
Elefante Mark B | 1 | 1 | 0.73% | 0.73% | 0.73% | Q2 2020 | Q2 2020 | 1 |
SIMMONS FIRST TRUST CO NA | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
St. Louis Trust Co | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2018 | Q1 2018 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Zenyatta Capital Management LP | 1 | 1 | 1.08% | 1.08% | 1.08% | Q3 2022 | Q3 2022 | 1 |
FFT WEALTH MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Trinity Legacy Partners, LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q3 2023 | Q3 2023 | 1 |
Starfire Investment Advisers, Inc. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2017 | Q4 2017 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Alight Capital Management LP | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2020 | Q3 2020 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Delphia (USA) Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
CARBONADO CAPITAL | 1 | 1 | 3.14% | 3.14% | 3.14% | Q3 2018 | Q3 2018 | 1 |
MWA Asset Management | 1 | 1 | 0.69% | 0.69% | 0.69% | Q3 2023 | Q3 2023 | 1 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2013 | Q3 2013 | 1 |
Greenlight Capital | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2018 | Q2 2018 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
MIK CAPITAL LLC | 1 | 1 | 13.82% | 13.82% | 13.82% | Q2 2016 | Q2 2016 | 1 |
NF Trinity Capital (Hong Kong) Ltd | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2015 | Q4 2015 | 1 |
Pacific Grove Capital LP | 1 | 1 | 2.21% | 2.21% | 2.21% | Q4 2017 | Q4 2017 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.93% | 0.93% | 0.93% | Q2 2022 | Q2 2022 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
McGowan Group Asset Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Bray Capital Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Verde Servicos Internacionais S.A. | 1 | 1 | 5.04% | 5.04% | 5.04% | Q4 2020 | Q4 2020 | 1 |
Achievement Holdings L.P. | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2015 | Q1 2015 | 1 |
CARDIFF PARK ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Teca Partners, LP | 1 | 1 | 8.92% | 8.92% | 8.92% | Q3 2023 | Q3 2023 | 1 |
Chemistry Wealth Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Corton Capital Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
CTC Capital Management, LLC | 1 | 1 | 2.46% | 2.46% | 2.46% | Q4 2022 | Q4 2022 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
McNamara Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Wealth Architects, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Vantage Financial Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Bienville Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Allen Capital Group, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2021 | Q4 2021 | 1 |
Doman Group, LLC | 1 | 1 | 1.24% | 1.24% | 1.24% | Q4 2021 | Q4 2021 | 1 |
KARLINSKI ANDREW C | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.95% | 0.95% | 0.95% | Q2 2023 | Q2 2023 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Retireful, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2022 | Q3 2022 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.96% | 0.96% | 0.96% | Q4 2022 | Q4 2022 | 1 |
LVM CAPITAL MANAGEMENT LTD/MI | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
KEYSTONE INVESTORS PTE LTD | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Fusion Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
SIGNET MANAGEMENT USA, LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2013 | Q4 2013 | 1 |
Range Financial Group LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
HWG Holdings LP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2016 | Q1 2016 | 1 |
WealthPlan Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Belmont Global Advisors, Inc. | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2016 | Q1 2016 | 1 |
RETIREMENT GUYS FORMULA LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2023 | Q3 2023 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.98% | 0.98% | 0.98% | Q2 2023 | Q2 2023 | 1 |
Infini Capital Management Ltd | 1 | 1 | 0.90% | 0.90% | 0.90% | Q3 2021 | Q3 2021 | 1 |
DecisionPoint Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Callan Family Office, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Friedenthal Financial | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2022 | Q4 2022 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Second Half Financial Partners, LLC | 1 | 1 | 1.51% | 1.51% | 1.51% | Q4 2022 | Q4 2022 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Register Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Koesten, Hirschmann & Crabtree, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Richard W. Paul & Associates, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Prossimo Advisors, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2023 | Q2 2023 | 1 |
VIAWEALTH, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2022 | Q4 2022 | 1 |
Linden Thomas Advisory Services, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
25 LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Eaton Financial Holdings Company, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
Imprint Wealth LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2023 | Q1 2023 | 1 |
Pine Valley Investments Ltd Liability Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
LUCUS ADVISORS LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2017 | Q2 2017 | 1 |
ELEVATUS WELATH MANAGEMENT | 1 | 1 | 3.25% | 3.25% | 3.25% | Q3 2023 | Q3 2023 | 1 |
Rockwood Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Cherry Tree Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Key Bridge Compliance, LLC | 1 | 1 | 2.92% | 2.92% | 2.92% | Q3 2023 | Q3 2023 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
New Republic Capital, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
Financiere des Professionnels - Fonds d,investissement inc. | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EA Series Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Allen Mooney & Barnes Investment Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Fullerton Fund Management Co Ltd. | 1 | 1 | 1.01% | 1.01% | 1.01% | Q4 2020 | Q4 2020 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Soros Fund Management | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2022 | Q1 2022 | 1 |
Kernodle & Katon Asset Management Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
Scoria Capital Partners LP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2015 | Q2 2015 | 1 |
Central Asset Investments & Management Holdings (HK) Ltd | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2018 | Q3 2018 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
High Falls Advisors, Inc | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2016 | Q1 2016 | 1 |
Jolley Asset Management, LLC | 1 | 1 | 2.37% | 2.37% | 2.37% | Q1 2020 | Q1 2020 | 1 |
Palestra Capital Management LLC | 1 | 1 | 2.91% | 2.91% | 2.91% | Q4 2021 | Q4 2021 | 1 |
Sensible Financial Planning & Management, LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Braver Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
SignalPoint Asset Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Knowledge Leaders Capital, LLC | 1 | 1 | 1.13% | 1.13% | 1.13% | Q4 2018 | Q4 2018 | 1 |
TIGER MANAGEMENT L.L.C. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2017 | Q4 2017 | 1 |
JS Capital Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Thomasville National Bank | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2013 | Q3 2013 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Stonehearth Capital Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
Alpine Partners USVI, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2013 | Q2 2013 | 1 |
New Harbor Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2017 | Q2 2017 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2021 | Q3 2021 | 1 |
BBT Capital Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2014 | Q4 2014 | 1 |
Glaxis Capital Management, LLC | 1 | 1 | 1.30% | 1.30% | 1.30% | Q1 2015 | Q1 2015 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q1 2019 | 1 |
MANNING & NAPIER ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Simply Money Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 1 | 1 | 0.74% | 0.74% | 0.74% | Q2 2018 | Q2 2018 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2016 | Q1 2016 | 1 |
NEVILLE RODIE & SHAW INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
JGP Global Gestao de Recursos Ltda. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2019 | Q3 2019 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2019 | Q3 2019 | 1 |
Crestline Management, LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
Mader & Shannon Wealth Management, Inc. | 1 | 1 | 0.90% | 0.90% | 0.90% | Q3 2019 | Q3 2019 | 1 |
Corvex Management LP | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2016 | Q2 2016 | 1 |
Cai Capital Management, Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2013 | Q2 2013 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
MKP Capital Management, L.L.C. | 1 | 1 | 1.40% | 1.40% | 1.40% | Q2 2021 | Q2 2021 | 1 |
Centre Asset Management, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2013 | Q2 2013 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2019 | Q4 2019 | 1 |
North Forty Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2016 | Q4 2016 | 1 |
Mizuho Securities Co. Ltd. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Stelac Advisory Services LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q3 2019 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CAMDEN NATIONAL CORP | 1 | 1 | 1.54% | 1.54% | 1.54% | Q1 2021 | Q1 2021 | 1 |
Fayerweather Charles | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2020 | Q2 2020 | 1 |
SG Capital Management LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q2 2020 | Q2 2020 | 1 |
Decatur Capital Management, Inc. | 1 | 1 | 1.52% | 1.52% | 1.52% | Q4 2019 | Q4 2019 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2018 | Q3 2018 | 1 |
EVEREST CAPITAL LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q4 2014 | Q4 2014 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2017 | Q1 2017 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2013 | Q4 2013 | 1 |
Corundum Group, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2014 | Q1 2014 | 1 |
Power Corp of Canada | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FARLEY CAPITAL L.P. | 1 | 1 | 1.89% | 1.89% | 1.89% | Q4 2013 | Q4 2013 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2016 | Q1 2016 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2017 | Q3 2017 | 1 |
Manatuck Hill Partners, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2018 | Q4 2018 | 1 |
TELEMUS BEACON INVESTMENT Co LLC | 1 | 1 | 1.79% | 1.79% | 1.79% | Q2 2013 | Q2 2013 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
HARRIS ASSOCIATES L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2018 | Q2 2018 | 1 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 1.59% | 1.59% | 1.59% | Q1 2020 | Q1 2020 | 1 |
GALAXY CAPITAL TRADING LTD | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2013 | Q4 2013 | 1 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2021 | Q2 2021 | 1 |
US GLOBAL INVESTORS FUNDS | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2013 | Q4 2013 | 1 |
Efficient Market Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2013 | Q2 2013 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Meritage Group LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Barnett & Company, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
AdvisorShares Investments LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2019 | Q4 2019 | 1 |
Madison Street Partners, LLC | 1 | 1 | 2.07% | 2.07% | 2.07% | Q4 2013 | Q4 2013 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
KBI Global Investors Ltd | 1 | 1 | 1.20% | 1.20% | 1.20% | Q2 2016 | Q2 2016 | 1 |
Mercer Investments LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2013 | Q3 2013 | 1 |
Archon Capital Management LLC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q2 2017 | Q2 2017 | 1 |
Blackstone Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2016 | Q2 2016 | 1 |
Telemus Investment Management, LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q2 2013 | Q2 2013 | 1 |
Madison Scottsdale, LC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Crow Point Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Arrow Investment Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
PREMIER ASSET MANAGEMENT LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2020 | Q2 2020 | 1 |
Amtrust Financial Services, Inc. | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2020 | Q4 2020 | 1 |
Beutel, Goodman & Co Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CHAPIN DAVIS, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Gryphon International Investment CORP | 1 | 1 | 1.28% | 1.28% | 1.28% | Q3 2021 | Q3 2021 | 1 |
Aldebaran Financial Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2013 | Q4 2013 | 1 |
Passport Capital, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q1 2015 | Q1 2015 | 1 |
Locust Wood Capital Advisers | 1 | 1 | 1.46% | 1.46% | 1.46% | Q4 2014 | Q4 2014 | 1 |
HighVista Strategies LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
INSIGHT 2811, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Ironwood Investment Counsel, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
First Eagle Investment Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2013 | Q2 2013 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Bowling Portfolio Management LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2013 | Q2 2013 | 1 |
Southpoint Capital Advisors LP | 1 | 1 | 1.03% | 1.03% | 1.03% | Q2 2022 | Q2 2022 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Empyrean Capital Partners, LP | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2023 | Q1 2023 | 1 |
FRONTIER INVESTMENT MGMT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Avalon Global Asset Management LLC | 1 | 1 | 1.40% | 1.40% | 1.40% | Q1 2021 | Q1 2021 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Yorktown Management & Research Co Inc | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
America First Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.51% | 0.51% | 0.51% | Q1 2016 | Q1 2016 | 1 |
Omega Advisors Inc. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2016 | Q2 2016 | 1 |
LETKO, BROSSEAU & ASSOCIATES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
QVT Financial LP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2017 | Q3 2017 | 1 |
PERRITT CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SCOPIA CAPITAL MANAGEMENT LP | 1 | 1 | 3.51% | 3.51% | 3.51% | Q2 2013 | Q2 2013 | 1 |
BINGHAM OSBORN & SCARBOROUGH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
PLATINUM GROVE ASSET MANAGEMENT, LP | 1 | 1 | 0.69% | 0.69% | 0.69% | Q3 2013 | Q3 2013 | 1 |
PWMCO, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2018 | Q2 2018 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2023 | Q2 2023 | 1 |
RELIANCE TRUST CO | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2013 | Q2 2013 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
KING STREET CAPITAL MANAGEMENT, L.P. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2021 | Q1 2021 | 1 |
StoneX Group Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2017 | Q2 2017 | 1 |
BADGLEY PHELPS & BELL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
SIGMA CAPITAL MANAGEMENT LLC | 1 | 1 | 1.18% | 1.18% | 1.18% | Q3 2013 | Q3 2013 | 1 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
BILL & MELINDA GATES FOUNDATION TRUST | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
ABEILLE ASSET MANAGEMENT SA | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2022 | Q4 2022 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
DAVIDSON INVESTMENT ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
HARVEST MANAGEMENT LLC | 1 | 1 | 2.11% | 2.11% | 2.11% | Q3 2013 | Q3 2013 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
TRILOGY GLOBAL ADVISORS LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Rothschild & Co Wealth Management UK Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
Curated Wealth Partners LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2020 | Q4 2020 | 1 |
CHARLES STEWART MOTT FOUNDATION | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2015 | Q3 2015 | 1 |
Leap Investments LP | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2020 | Q2 2020 | 1 |
Charles Schwab Trust Co | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
JBJ Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Stony Point Capital LLC | 1 | 1 | 4.70% | 4.70% | 4.70% | Q3 2023 | Q3 2023 | 1 |
TRUE SIGNAL LP | 1 | 1 | 2.95% | 2.95% | 2.95% | Q4 2022 | Q4 2022 | 1 |
Atwater Malick LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Kathmere Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
OPTIONS SOLUTIONS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
DAVIDSON KEMPNER PARTNERS | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2023 | Q1 2023 | 1 |
External links
This page lists all the filers that currently own TJX COS INC NEW or have owned TJX COS INC NEW in the past.