Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.05% | 0.32% | Q1 2012 | Q3 2023 | 132 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q3 2023 | 124 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.04% | 0.28% | Q2 2013 | Q3 2023 | 124 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.04% | 0.43% | Q2 2013 | Q3 2023 | 116 |
Parallax Volatility Advisers, L.P. | 41 | 41 | 0.00% | 0.05% | 0.44% | Q3 2013 | Q3 2023 | 111 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.08% | 0.89% | Q2 2013 | Q3 2023 | 97 |
UBS Group AG | 36 | 36 | 0.00% | 0.06% | 0.24% | Q4 2014 | Q3 2023 | 96 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.04% | 0.37% | Q4 2015 | Q3 2023 | 93 |
Citadel Advisors | 30 | 1 | 0.00% | 0.03% | 0.11% | Q3 2013 | Q3 2023 | 91 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.11% | 0.48% | Q2 2013 | Q3 2023 | 82 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.04% | 0.24% | Q2 2013 | Q3 2023 | 81 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.08% | 0.65% | Q1 2012 | Q3 2023 | 79 |
WOLVERINE TRADING, LLC | 18 | 1 | 0.00% | 0.04% | 0.21% | Q2 2016 | Q3 2023 | 79 |
NOMURA HOLDINGS INC | 31 | 7 | 0.00% | 0.15% | 1.22% | Q4 2012 | Q3 2023 | 77 |
JANE STREET GROUP, LLC | 26 | 1 | 0.00% | 0.03% | 0.15% | Q2 2014 | Q3 2023 | 76 |
D. E. Shaw & Co., Inc. | 16 | 1 | 0.00% | 0.06% | 0.26% | Q2 2013 | Q3 2023 | 72 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.07% | 0.25% | Q2 2013 | Q3 2023 | 72 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.11% | 0.29% | Q2 2013 | Q3 2023 | 68 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.13% | 0.61% | Q3 2018 | Q3 2023 | 60 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.01% | 0.02% | 0.08% | Q1 2009 | Q3 2023 | 59 |
HAP Trading, LLC | 10 | 1 | 0.00% | 0.07% | 0.39% | Q2 2014 | Q3 2023 | 59 |
Mirae Asset Global Investments Co., Ltd. | 42 | 15 | 0.02% | 0.14% | 0.47% | Q4 2008 | Q3 2023 | 57 |
CAPITAL FUND MANAGEMENT S.A. | 16 | 1 | 0.00% | 0.19% | 0.94% | Q2 2015 | Q3 2023 | 55 |
Rehmann Capital Advisory Group | 27 | 12 | 0.04% | 0.12% | 0.22% | Q4 2008 | Q3 2023 | 54 |
MILLENNIUM MANAGEMENT LLC | 14 | 1 | 0.00% | 0.04% | 0.18% | Q2 2013 | Q3 2023 | 53 |
TWO SIGMA SECURITIES, LLC | 13 | 1 | 0.00% | 0.10% | 0.61% | Q4 2015 | Q3 2023 | 52 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q2 2018 | 52 |
TWO SIGMA INVESTMENTS, LP | 15 | 1 | 0.00% | 0.11% | 0.77% | Q2 2013 | Q3 2023 | 52 |
Twin Tree Management, LP | 14 | 1 | 0.00% | 0.12% | 0.72% | Q1 2013 | Q3 2023 | 51 |
CREDIT AGRICOLE S A | 30 | 11 | 0.00% | 0.11% | 0.30% | Q2 2013 | Q3 2023 | 51 |
Clear Harbor Asset Management, LLC | 42 | 42 | 0.00% | 1.33% | 3.08% | Q2 2013 | Q3 2023 | 49 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 48 |
Daiwa Securities Group Inc. | 22 | 2 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 48 |
Creative Planning | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 47 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.10% | 0.20% | Q2 2013 | Q3 2023 | 47 |
First Horizon Advisors, Inc. | 47 | 47 | 0.00% | 0.01% | 0.08% | Q1 2012 | Q3 2023 | 47 |
Cubist Systematic Strategies, LLC | 21 | 3 | 0.00% | 0.08% | 0.26% | Q2 2014 | Q3 2023 | 47 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 45 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.00% | 0.14% | 0.36% | Q2 2013 | Q3 2023 | 45 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.01% | 0.03% | 0.04% | Q4 2012 | Q3 2023 | 44 |
GAM Holding AG | 42 | 42 | 0.00% | 0.50% | 2.18% | Q2 2013 | Q3 2023 | 44 |
Verition Fund Management LLC | 10 | 1 | 0.00% | 0.12% | 0.77% | Q2 2013 | Q3 2023 | 44 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.12% | 0.27% | Q3 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.01% | 0.03% | 0.04% | Q1 2013 | Q3 2023 | 43 |
CREDIT SUISSE AG/ | 43 | 43 | 0.05% | 0.12% | 0.22% | Q1 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.19% | 0.78% | 1.57% | Q4 2012 | Q3 2023 | 43 |
CLEAR STREET MARKETS LLC | 13 | 1 | 0.00% | 0.32% | 1.17% | Q3 2014 | Q3 2023 | 43 |
WCM INVESTMENT MANAGEMENT, LLC | 43 | 43 | 0.00% | 6.92% | 12.30% | Q1 2013 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.01% | 0.03% | 0.06% | Q4 2012 | Q2 2023 | 43 |
RNC CAPITAL MANAGEMENT LLC | 42 | 42 | 0.02% | 2.18% | 4.66% | Q2 2013 | Q3 2023 | 42 |
AMERICAN CENTURY COMPANIES INC | 42 | 42 | 0.00% | 0.06% | 0.23% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.02% | 0.12% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.27% | 0.48% | 0.97% | Q2 2013 | Q3 2023 | 42 |
Fisher Asset Management, LLC | 42 | 42 | 0.67% | 1.50% | 2.26% | Q2 2013 | Q3 2023 | 42 |
Janney Capital Management LLC | 42 | 42 | 0.00% | 1.05% | 2.21% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Saturna Capital CORP | 42 | 42 | 1.24% | 2.85% | 5.64% | Q2 2013 | Q3 2023 | 42 |
Mondrian Investment Partners LTD | 42 | 42 | 1.75% | 4.51% | 8.40% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.26% | 0.47% | 0.83% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
FDx Advisors, Inc. | 42 | 42 | 0.03% | 0.19% | 0.38% | Q2 2013 | Q3 2023 | 42 |
TOWER BRIDGE ADVISORS | 42 | 42 | 0.02% | 0.89% | 1.70% | Q2 2013 | Q3 2023 | 42 |
Buckingham Capital Management, Inc. | 42 | 42 | 0.22% | 1.12% | 2.74% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.03% | 0.11% | 0.28% | Q2 2013 | Q3 2023 | 42 |
JOHNSON INVESTMENT COUNSEL INC | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.05% | 0.57% | 1.70% | Q2 2013 | Q3 2023 | 42 |
Allianz Asset Management GmbH | 42 | 42 | 0.06% | 0.18% | 0.40% | Q2 2013 | Q3 2023 | 42 |
BNP Paribas Asset Management Holding S.A. | 42 | 42 | 0.22% | 0.53% | 0.85% | Q2 2013 | Q3 2023 | 42 |
DEPRINCE RACE & ZOLLO INC | 42 | 42 | 0.00% | 0.30% | 0.74% | Q2 2013 | Q3 2023 | 42 |
GUARDIAN CAPITAL ADVISORS LP | 42 | 42 | 0.58% | 0.88% | 1.26% | Q2 2013 | Q3 2023 | 42 |
Baldwin Investment Management, LLC | 42 | 42 | 0.19% | 0.29% | 0.42% | Q2 2013 | Q3 2023 | 42 |
RENAISSANCE GROUP LLC | 42 | 42 | 0.28% | 0.55% | 0.76% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.04% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 42 |
ENTERPRISE FINANCIAL SERVICES CORP | 42 | 42 | 0.02% | 0.09% | 0.45% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.15% | 0.28% | 0.84% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.00% | 0.05% | 0.23% | Q2 2013 | Q3 2023 | 42 |
SHELTON CAPITAL MANAGEMENT | 42 | 42 | 0.05% | 0.28% | 1.18% | Q2 2013 | Q3 2023 | 42 |
Fiera Capital Corp | 42 | 42 | 0.66% | 2.41% | 5.41% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.06% | 0.32% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.02% | 0.09% | 0.20% | Q2 2013 | Q3 2023 | 42 |
CAPE COD FIVE CENTS SAVINGS BANK | 42 | 42 | 0.27% | 0.56% | 1.03% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.04% | 0.12% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Tufton Capital Management | 42 | 42 | 0.28% | 0.50% | 0.94% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.00% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.07% | 0.16% | 0.39% | Q2 2013 | Q3 2023 | 42 |
HARDING LOEVNER LP | 42 | 42 | 1.44% | 4.18% | 6.76% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.25% | 0.45% | 0.86% | Q2 2013 | Q3 2023 | 42 |
Origin Asset Management LLP | 42 | 42 | 1.63% | 10.04% | 34.78% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.08% | 0.17% | Q2 2013 | Q3 2023 | 42 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 42 | 42 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Capital International Sarl | 42 | 42 | 0.05% | 1.31% | 3.47% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.01% | 0.09% | 0.26% | Q2 2013 | Q3 2023 | 42 |
GLENMEDE TRUST CO NA | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BAMCO INC /NY/ | 42 | 42 | 0.00% | 0.51% | 1.20% | Q2 2013 | Q3 2023 | 42 |
PITTENGER & ANDERSON INC | 42 | 42 | 0.22% | 0.54% | 1.05% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.04% | 0.11% | 0.36% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.01% | 0.09% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Grantham, Mayo, Van Otterloo & Co. LLC | 42 | 42 | 0.04% | 0.65% | 1.38% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | 42 | 42 | 3.70% | 7.01% | 14.25% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.04% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.06% | 0.13% | 0.23% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.09% | 0.24% | 0.52% | Q2 2013 | Q3 2023 | 42 |
DnB Asset Management AS | 39 | 3 | 0.06% | 0.37% | 0.83% | Q2 2013 | Q4 2023 | 42 |
LAZARD ASSET MANAGEMENT LLC | 42 | 42 | 0.49% | 1.28% | 2.12% | Q2 2013 | Q3 2023 | 42 |
VAN ECK ASSOCIATES CORP | 42 | 42 | 0.17% | 0.92% | 2.82% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.00% | 0.16% | 0.33% | Q2 2013 | Q3 2023 | 42 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 42 | 42 | 0.25% | 1.01% | 1.90% | Q2 2013 | Q3 2023 | 42 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 42 | 42 | 0.69% | 3.57% | 7.06% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.05% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 42 |
M&T BANK CORP | 39 | 1 | 0.00% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 42 |
MCKINLEY CAPITAL MANAGEMENT LLC | 42 | 42 | 0.06% | 0.37% | 2.28% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.04% | 0.12% | 0.28% | Q2 2013 | Q3 2023 | 42 |
MARTIN CURRIE LTD | 42 | 42 | 3.05% | 7.65% | 12.34% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.05% | 0.10% | 0.18% | Q2 2013 | Q3 2023 | 42 |
BAHL & GAYNOR INC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
SIT INVESTMENT ASSOCIATES INC | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.03% | 0.09% | 0.31% | Q2 2013 | Q3 2023 | 42 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 42 | 42 | 0.61% | 0.91% | 1.27% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.03% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
SCHWARTZ INVESTMENT COUNSEL INC | 42 | 42 | 0.03% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 42 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 42 | 42 | 0.53% | 4.19% | 11.03% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.02% | 0.09% | 0.28% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.01% | 0.14% | 0.86% | Q2 2013 | Q3 2023 | 42 |
AXIOM INVESTORS LLC /DE | 42 | 42 | 1.68% | 6.27% | 11.23% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Plante Moran Financial Advisors, LLC | 42 | 42 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.04% | 0.15% | 0.47% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Capital World Investors | 42 | 42 | 0.08% | 0.51% | 0.83% | Q2 2013 | Q3 2023 | 42 |
Dorsey & Whitney Trust CO LLC | 42 | 42 | 0.04% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 42 |
CI INVESTMENTS INC. | 42 | 42 | 0.21% | 0.94% | 2.95% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.03% | 0.10% | 0.22% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.00% | 0.20% | 0.49% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.13% | 0.39% | 0.74% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.03% | 0.21% | 0.58% | Q2 2013 | Q3 2023 | 42 |
Ninety One UK Ltd | 42 | 42 | 0.09% | 0.56% | 1.23% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.15% | 0.30% | 0.46% | Q2 2013 | Q3 2023 | 42 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 42 | 42 | 0.03% | 0.14% | 0.28% | Q2 2013 | Q3 2023 | 42 |
ClariVest Asset Management LLC | 42 | 42 | 0.00% | 0.74% | 1.57% | Q2 2013 | Q3 2023 | 42 |
Boston Common Asset Management, LLC | 42 | 42 | 0.15% | 2.07% | 4.08% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.11% | 0.20% | Q2 2013 | Q3 2023 | 42 |
GHP Investment Advisors, Inc. | 42 | 42 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.02% | 0.16% | 0.34% | Q2 2013 | Q3 2023 | 42 |
Capital International, Inc./CA/ | 42 | 42 | 0.06% | 0.88% | 2.26% | Q2 2013 | Q3 2023 | 42 |
Hanson & Doremus Investment Management | 42 | 42 | 0.99% | 1.29% | 2.00% | Q2 2013 | Q3 2023 | 42 |
THORNBURG INVESTMENT MANAGEMENT INC | 42 | 42 | 0.01% | 0.96% | 2.72% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Herald Investment Management Ltd | 33 | 8 | 0.13% | 0.24% | 0.42% | Q2 2013 | Q3 2023 | 41 |
Employees Retirement System of Texas | 30 | 11 | 0.04% | 0.23% | 0.46% | Q2 2013 | Q3 2023 | 41 |
ACADIAN ASSET MANAGEMENT LLC | 41 | 41 | 0.02% | 0.64% | 2.70% | Q3 2013 | Q3 2023 | 41 |
FAIRFIELD, BUSH & CO. | 41 | 41 | 1.41% | 2.57% | 3.85% | Q3 2013 | Q3 2023 | 41 |
ASSETMARK, INC | 41 | 41 | 0.00% | 0.05% | 0.16% | Q3 2013 | Q3 2023 | 41 |
FINANCIAL COUNSELORS INC | 28 | 13 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 41 |
Sandy Spring Bank | 41 | 41 | 0.01% | 0.09% | 0.29% | Q3 2013 | Q3 2023 | 41 |
THOMAS WHITE INTERNATIONAL LTD | 41 | 41 | 1.60% | 4.00% | 6.82% | Q2 2013 | Q2 2023 | 41 |
J.P. Morgan Private Wealth Advisors LLC | 40 | 1 | 0.03% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 41 |
Cullen Capital Management, LLC | 28 | 13 | 0.02% | 0.32% | 0.79% | Q2 2013 | Q3 2023 | 41 |
DekaBank Deutsche Girozentrale | 41 | 41 | 0.00% | 0.19% | 0.67% | Q3 2013 | Q3 2023 | 41 |
NEW YORK STATE COMMON RETIREMENT FUND | 41 | 41 | 0.01% | 0.18% | 0.38% | Q3 2013 | Q3 2023 | 41 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 39 | 2 | 0.01% | 0.11% | 0.21% | Q2 2013 | Q3 2023 | 41 |
BROWN BROTHERS HARRIMAN & CO | 28 | 13 | 0.00% | 0.01% | 0.04% | Q1 2013 | Q3 2023 | 41 |
Rafferty Asset Management, LLC | 40 | 1 | 0.01% | 0.39% | 1.01% | Q2 2013 | Q3 2023 | 41 |
TODD ASSET MANAGEMENT LLC | 35 | 6 | 0.09% | 0.55% | 0.94% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.01% | 0.05% | 0.21% | Q2 2013 | Q3 2023 | 41 |
Cetera Advisor Networks LLC | 41 | 41 | 0.03% | 0.06% | 0.10% | Q3 2013 | Q3 2023 | 41 |
PZENA INVESTMENT MANAGEMENT LLC | 41 | 41 | 0.01% | 0.13% | 0.33% | Q3 2013 | Q3 2023 | 41 |
NORDEA INVESTMENT MANAGEMENT AB | 21 | 20 | 0.00% | 0.07% | 0.46% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 41 |
FIRST TRUST ADVISORS LP | 41 | 41 | 0.00% | 0.09% | 0.18% | Q3 2013 | Q3 2023 | 41 |
AEGON ASSET MANAGEMENT UK PLC | 41 | 41 | 0.90% | 1.89% | 5.38% | Q2 2013 | Q2 2023 | 41 |
Bartlett & Co. LLC | 26 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2023 | 41 |
JNBA Financial Advisors | 21 | 20 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
SG Americas Securities, LLC | 31 | 10 | 0.00% | 0.10% | 1.91% | Q2 2013 | Q3 2023 | 41 |
Baillie Gifford | 31 | 10 | 0.43% | 1.39% | 2.35% | Q2 2013 | Q3 2023 | 41 |
RAYMOND JAMES TRUST N.A. | 41 | 41 | 0.03% | 0.07% | 0.12% | Q3 2013 | Q3 2023 | 41 |
MUFG Americas Holdings Corp | 29 | 12 | 0.00% | 0.01% | 0.03% | Q4 2010 | Q3 2022 | 41 |
VONTOBEL ASSET MANAGEMENT INC | 40 | 1 | 0.74% | 2.79% | 5.18% | Q2 2013 | Q3 2023 | 41 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 36 | 5 | 0.05% | 0.52% | 1.05% | Q2 2013 | Q3 2023 | 41 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q1 2017 | 41 |
BOKF, NA | 25 | 6 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 40 |
DUPONT CAPITAL MANAGEMENT CORP | 39 | 1 | 0.04% | 0.62% | 2.07% | Q2 2013 | Q3 2023 | 40 |
JUPITER ASSET MANAGEMENT LTD | 26 | 14 | 0.05% | 0.28% | 0.43% | Q2 2013 | Q3 2023 | 40 |
Texas Yale Capital Corp. | 40 | 40 | 0.04% | 0.27% | 0.50% | Q4 2013 | Q3 2023 | 40 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 29 | 5 | 0.04% | 0.15% | 0.24% | Q2 2013 | Q3 2023 | 40 |
Freedom Investment Management, Inc. | 39 | 1 | 0.02% | 0.19% | 0.48% | Q3 2013 | Q3 2023 | 40 |
Checchi Capital Advisers, LLC | 40 | 40 | 0.06% | 0.14% | 0.31% | Q4 2013 | Q3 2023 | 40 |
RWC Asset Management LLP | 40 | 40 | 0.04% | 1.84% | 4.63% | Q4 2013 | Q3 2023 | 40 |
CARDEROCK CAPITAL MANAGEMENT INC | 40 | 40 | 0.02% | 2.09% | 4.44% | Q2 2013 | Q1 2023 | 40 |
NAPLES GLOBAL ADVISORS, LLC | 40 | 40 | 1.02% | 1.28% | 1.94% | Q4 2013 | Q3 2023 | 40 |
SeaBridge Investment Advisors LLC | 33 | 7 | 0.13% | 1.45% | 3.19% | Q2 2013 | Q3 2023 | 40 |
Focused Wealth Management, Inc | 20 | 20 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 40 |
Parsec Financial Management, Inc. | 40 | 40 | 0.70% | 1.17% | 1.46% | Q2 2013 | Q1 2023 | 40 |
Rathbones Group PLC | 40 | 40 | 0.01% | 0.11% | 0.41% | Q4 2013 | Q3 2023 | 40 |
XR Securities LLC | 16 | 2 | 0.00% | 0.08% | 0.58% | Q1 2019 | Q3 2023 | 40 |
WESBANCO BANK INC | 30 | 4 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 40 |
PANAGORA ASSET MANAGEMENT INC | 36 | 4 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 40 |
MERIDIAN INVESTMENT COUNSEL INC. | 40 | 40 | 1.86% | 3.13% | 5.05% | Q4 2013 | Q3 2023 | 40 |
CKW FINANCIAL GROUP | 40 | 40 | 0.01% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 40 |
Stonebridge Capital Advisors LLC | 40 | 40 | 0.02% | 0.12% | 0.28% | Q4 2013 | Q3 2023 | 40 |
Loudon Investment Management, LLC | 40 | 40 | 0.24% | 0.46% | 1.06% | Q4 2013 | Q3 2023 | 40 |
BAILARD, INC. | 36 | 4 | 0.04% | 0.21% | 1.31% | Q2 2013 | Q3 2023 | 40 |
Alberta Investment Management Corp | 29 | 11 | 0.05% | 0.22% | 0.39% | Q3 2013 | Q3 2023 | 40 |
JAMES INVESTMENT RESEARCH INC | 26 | 13 | 0.00% | 0.06% | 0.54% | Q2 2013 | Q1 2023 | 39 |
State of New Jersey Common Pension Fund D | 39 | 39 | 0.41% | 0.75% | 3.44% | Q1 2014 | Q3 2023 | 39 |
HOWARD HUGHES MEDICAL INSTITUTE | 39 | 39 | 0.91% | 2.28% | 4.42% | Q2 2013 | Q4 2022 | 39 |
LS Investment Advisors, LLC | 22 | 17 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 39 |
Compagnie Lombard Odier SCmA | 39 | 39 | 0.04% | 0.17% | 0.39% | Q1 2014 | Q3 2023 | 39 |
Ativo Capital Management LLC | 36 | 3 | 0.72% | 1.61% | 3.34% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.03% | 0.07% | 0.17% | Q1 2014 | Q3 2023 | 39 |
CenterStar Asset Management, LLC | 7 | 4 | 0.00% | 0.22% | 0.97% | Q4 2017 | Q2 2022 | 39 |
BI Asset Management Fondsmaeglerselskab A/S | 39 | 39 | 0.12% | 0.44% | 0.79% | Q1 2014 | Q3 2023 | 39 |
HOLLENCREST CAPITAL MANAGEMENT | 35 | 4 | 0.01% | 0.91% | 2.70% | Q4 2013 | Q3 2023 | 39 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 39 | 39 | 0.01% | 0.02% | 0.05% | Q1 2014 | Q3 2023 | 39 |
FIL Ltd | 38 | 1 | 0.00% | 0.31% | 0.66% | Q2 2013 | Q3 2023 | 39 |
Malaga Cove Capital, LLC | 39 | 39 | 0.41% | 0.68% | 1.20% | Q1 2014 | Q3 2023 | 39 |
COMERICA BANK | 39 | 39 | 0.03% | 0.08% | 0.20% | Q2 2013 | Q4 2022 | 39 |
Sequoia Financial Advisors, LLC | 39 | 39 | 0.04% | 0.14% | 0.45% | Q1 2014 | Q3 2023 | 39 |
Capital International Investors | 39 | 39 | 0.01% | 0.43% | 1.04% | Q1 2014 | Q3 2023 | 39 |
GRIMES & COMPANY, INC. | 39 | 39 | 0.54% | 0.77% | 1.07% | Q1 2014 | Q3 2023 | 39 |
FLOSSBACH VON STORCH AG | 38 | 38 | 0.01% | 0.07% | 0.16% | Q2 2014 | Q3 2023 | 38 |
Janney Montgomery Scott LLC | 38 | 38 | 0.01% | 0.03% | 0.12% | Q2 2014 | Q3 2023 | 38 |
Jefferies Group LLC | 8 | 1 | 0.00% | 0.03% | 0.51% | Q3 2013 | Q3 2022 | 38 |
STEPHENS INC /AR/ | 21 | 17 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 38 |
Tower Research Capital LLC (TRC) | 16 | 1 | 0.00% | 0.56% | 10.71% | Q2 2013 | Q3 2023 | 38 |
INTRUST BANK NA | 31 | 7 | 0.07% | 0.13% | 0.22% | Q4 2013 | Q3 2023 | 38 |
SIGNATUREFD, LLC | 36 | 2 | 0.00% | 0.10% | 0.22% | Q1 2014 | Q3 2023 | 38 |
CIBC WORLD MARKET INC. | 36 | 1 | 0.00% | 0.07% | 0.25% | Q2 2013 | Q3 2023 | 38 |
Covington Capital Management | 38 | 38 | 0.05% | 0.70% | 1.43% | Q2 2013 | Q3 2022 | 38 |
HOWE & RUSLING INC | 38 | 38 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2022 | 38 |
OLD NATIONAL BANCORP /IN/ | 34 | 4 | 0.01% | 0.20% | 0.70% | Q4 2013 | Q3 2023 | 38 |
Regent Investment Management LLC | 38 | 38 | 0.11% | 0.19% | 0.27% | Q3 2013 | Q4 2022 | 38 |
Stephens Investment Management Group LLC | 21 | 17 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 38 |
MAPLELANE CAPITAL, LLC | 7 | 1 | 0.00% | 1.04% | 6.92% | Q1 2014 | Q3 2023 | 38 |
FARMERS & MERCHANTS INVESTMENTS INC | 38 | 38 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2022 | 38 |
MARSHALL WACE, LLP | 9 | 1 | 0.00% | 0.07% | 0.87% | Q3 2014 | Q3 2023 | 38 |
BLUESTEIN R H & CO LLC | 38 | 38 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q3 2022 | 38 |
AUGUSTINE ASSET MANAGEMENT INC | 37 | 37 | 0.16% | 4.48% | 8.59% | Q3 2014 | Q3 2023 | 37 |
PITCAIRN CO | 19 | 2 | 0.04% | 0.08% | 0.11% | Q2 2013 | Q3 2023 | 37 |
Sanders Capital, LLC | 37 | 37 | 1.19% | 7.36% | 12.68% | Q3 2014 | Q3 2023 | 37 |
MACKENZIE FINANCIAL CORP | 24 | 13 | 0.00% | 0.14% | 0.56% | Q2 2013 | Q3 2023 | 37 |
Coastline Trust Co | 37 | 37 | 0.13% | 0.42% | 0.64% | Q2 2013 | Q2 2022 | 37 |
BANK OF STOCKTON | 19 | 1 | 0.08% | 0.14% | 0.26% | Q3 2013 | Q3 2023 | 37 |
Private Advisor Group, LLC | 31 | 5 | 0.00% | 0.03% | 0.08% | Q1 2014 | Q3 2023 | 37 |
ROTHSCHILD INVESTMENT LLC /IL | 37 | 37 | 0.03% | 0.07% | 0.20% | Q3 2014 | Q3 2023 | 37 |
Calamos Advisors LLC | 25 | 7 | 0.01% | 0.12% | 0.40% | Q2 2013 | Q3 2023 | 37 |
DELTEC ASSET MANAGEMENT LLC | 24 | 13 | 0.16% | 1.41% | 2.85% | Q2 2013 | Q3 2023 | 37 |
CONNABLE OFFICE INC | 37 | 37 | 0.09% | 0.29% | 0.98% | Q2 2013 | Q2 2022 | 37 |
First Personal Financial Services | 36 | 36 | 0.56% | 1.09% | 2.03% | Q4 2014 | Q3 2023 | 36 |
Avalon Investment & Advisory | 36 | 36 | 0.01% | 0.16% | 0.27% | Q2 2014 | Q1 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.05% | 0.10% | 0.18% | Q2 2013 | Q1 2022 | 36 |
Anchor Investment Management, LLC | 32 | 32 | 0.00% | 0.15% | 0.26% | Q1 2016 | Q4 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.06% | 0.50% | 0.94% | Q4 2014 | Q3 2023 | 36 |
Meiji Yasuda Asset Management Co Ltd. | 25 | 11 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 36 |
Renaissance Technologies | 16 | 4 | 0.00% | 0.41% | 1.34% | Q2 2013 | Q3 2023 | 36 |
Community Financial Services Group, LLC | 35 | 1 | 1.63% | 2.42% | 3.69% | Q2 2013 | Q3 2023 | 36 |
Curbstone Financial Management Corp | 36 | 36 | 0.17% | 0.28% | 0.42% | Q1 2015 | Q4 2023 | 36 |
Cambridge Investment Research Advisors, Inc. | 30 | 1 | 0.00% | 0.03% | 0.07% | Q4 2013 | Q3 2023 | 36 |
BROWN ADVISORY INC | 36 | 36 | 0.00% | 0.31% | 1.00% | Q4 2014 | Q3 2023 | 36 |
C WorldWide Group Holding A/S | 36 | 36 | 0.00% | 0.64% | 1.42% | Q4 2014 | Q3 2023 | 36 |
CIDEL ASSET MANAGEMENT INC | 36 | 36 | 0.02% | 1.05% | 2.00% | Q4 2014 | Q3 2023 | 36 |
PineBridge Investments, L.P. | 28 | 8 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q3 2023 | 36 |
Mariner, LLC | 34 | 2 | 0.01% | 0.12% | 0.22% | Q1 2014 | Q3 2023 | 36 |
Bray Capital Advisors | 36 | 36 | 0.20% | 0.34% | 0.47% | Q4 2014 | Q3 2023 | 36 |
EARNEST PARTNERS LLC | 36 | 36 | 0.01% | 0.32% | 0.66% | Q4 2014 | Q3 2023 | 36 |
FULTON BANK, N.A. | 33 | 3 | 0.01% | 0.03% | 0.05% | Q1 2014 | Q4 2023 | 36 |
Maple-Brown Abbott Ltd | 36 | 36 | 0.96% | 2.84% | 7.71% | Q4 2014 | Q3 2023 | 36 |
COMGEST GLOBAL INVESTORS S.A.S. | 36 | 36 | 1.66% | 4.27% | 6.26% | Q4 2014 | Q3 2023 | 36 |
TRILLIUM ASSET MANAGEMENT, LLC | 36 | 36 | 0.28% | 0.60% | 1.26% | Q4 2014 | Q3 2023 | 36 |
Epoch Investment Partners, Inc. | 33 | 1 | 0.01% | 0.68% | 1.60% | Q2 2013 | Q3 2023 | 35 |
Carmignac Gestion | 32 | 3 | 0.08% | 0.68% | 1.37% | Q4 2014 | Q3 2023 | 35 |
Atria Investments, Inc | 16 | 1 | 0.03% | 0.12% | 0.41% | Q3 2013 | Q3 2023 | 35 |
Motley Fool Wealth Management, LLC | 35 | 35 | 0.30% | 0.58% | 0.78% | Q1 2015 | Q3 2023 | 35 |
Sarasin & Partners LLP | 33 | 1 | 0.00% | 2.64% | 5.02% | Q3 2014 | Q3 2023 | 35 |
CAPITAL INTERNATIONAL LTD /CA/ | 31 | 4 | 0.06% | 2.24% | 4.53% | Q2 2013 | Q2 2023 | 35 |
PUTNAM INVESTMENTS LLC | 35 | 35 | 0.01% | 0.08% | 0.28% | Q1 2015 | Q3 2023 | 35 |
CAAS CAPITAL MANAGEMENT LP | 8 | 6 | 0.00% | 0.44% | 1.15% | Q1 2020 | Q3 2023 | 35 |
PRUDENTIAL PLC | 21 | 3 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 35 |
SCOUT INVESTMENTS, INC. | 35 | 35 | 0.08% | 0.38% | 1.43% | Q2 2013 | Q4 2021 | 35 |
People's United Financial, Inc. | 18 | 17 | 0.00% | 0.05% | 0.17% | Q2 2013 | Q1 2022 | 35 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 35 | 35 | 0.01% | 0.08% | 0.23% | Q1 2015 | Q3 2023 | 35 |
GEODE CAPITAL MANAGEMENT, LLC | 32 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 35 |
Hilltop Holdings Inc. | 24 | 11 | 0.05% | 0.08% | 0.15% | Q4 2014 | Q3 2023 | 35 |
Ledyard National Bank | 35 | 35 | 0.01% | 0.15% | 0.92% | Q2 2013 | Q4 2021 | 35 |
OAKTREE CAPITAL MANAGEMENT LP | 35 | 35 | 0.01% | 1.68% | 4.79% | Q2 2012 | Q4 2020 | 35 |
Yorktown Management & Research Co Inc | 23 | 1 | 0.05% | 0.16% | 0.74% | Q2 2013 | Q3 2022 | 34 |
Candriam S.C.A. | 31 | 3 | 0.01% | 0.36% | 0.92% | Q4 2014 | Q3 2023 | 34 |
AMERICAN NATIONAL INSURANCE CO | 34 | 34 | 0.07% | 0.12% | 0.25% | Q2 2013 | Q3 2021 | 34 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 34 | 34 | 0.06% | 0.14% | 0.24% | Q1 2015 | Q2 2023 | 34 |
CWM, LLC | 24 | 2 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 34 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 34 | 34 | 0.01% | 0.11% | 0.41% | Q2 2015 | Q3 2023 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.03% | 0.20% | 0.31% | Q2 2013 | Q3 2021 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.09% | 0.19% | 0.29% | Q2 2015 | Q3 2023 | 34 |
FIRST MERCANTILE TRUST CO | 34 | 34 | 0.08% | 0.23% | 0.37% | Q2 2013 | Q3 2021 | 34 |
Raymond James Financial Services Advisors, Inc. | 34 | 34 | 0.02% | 0.05% | 0.07% | Q2 2015 | Q3 2023 | 34 |
REILLY FINANCIAL ADVISORS, LLC | 28 | 6 | 0.00% | 0.44% | 2.42% | Q2 2013 | Q4 2021 | 34 |
Financial Architects, Inc | 25 | 1 | 0.00% | 0.05% | 0.09% | Q2 2014 | Q2 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.11% | 0.25% | 0.52% | Q2 2015 | Q3 2023 | 34 |
NS Partners Ltd | 34 | 34 | 0.11% | 1.25% | 2.43% | Q2 2015 | Q3 2023 | 34 |
PRELUDE CAPITAL MANAGEMENT, LLC | 19 | 1 | 0.01% | 0.12% | 0.80% | Q2 2013 | Q3 2023 | 34 |
Waverton Investment Management Ltd | 18 | 2 | 0.04% | 0.87% | 2.25% | Q2 2013 | Q3 2023 | 34 |
Squarepoint Ops LLC | 8 | 1 | 0.00% | 0.03% | 0.14% | Q2 2016 | Q3 2023 | 33 |
WAFRA INC. | 33 | 33 | 0.06% | 0.29% | 1.18% | Q3 2015 | Q3 2023 | 33 |
COLDSTREAM CAPITAL MANAGEMENT INC | 21 | 1 | 0.01% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 33 |
Balentine LLC | 19 | 14 | 0.00% | 0.06% | 0.19% | Q1 2015 | Q3 2023 | 33 |
WESTPAC BANKING CORP | 16 | 1 | 0.01% | 0.34% | 0.95% | Q2 2013 | Q1 2023 | 33 |
Pekin Hardy Strauss, Inc. | 27 | 27 | 0.02% | 0.42% | 1.78% | Q1 2017 | Q3 2023 | 33 |
Sands Capital Management | 33 | 33 | 0.01% | 0.93% | 2.56% | Q3 2015 | Q3 2023 | 33 |
Hosking Partners LLP | 33 | 33 | 0.78% | 1.95% | 3.65% | Q3 2015 | Q3 2023 | 33 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 33 | 33 | 0.65% | 3.00% | 4.44% | Q3 2015 | Q3 2023 | 33 |
Nuveen Asset Management, LLC | 27 | 6 | 0.00% | 0.05% | 0.21% | Q2 2013 | Q3 2023 | 33 |
Motley Fool Asset Management LLC | 19 | 1 | 1.00% | 1.43% | 2.24% | Q1 2014 | Q3 2023 | 33 |
CENTRAL TRUST Co | 28 | 1 | 0.00% | 0.02% | 0.17% | Q2 2013 | Q3 2023 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.00% | 0.07% | 0.30% | Q2 2013 | Q2 2021 | 33 |
MARATHON ASSET MANAGEMENT LLP | 33 | 33 | 0.02% | 0.07% | 0.22% | Q2 2013 | Q2 2021 | 33 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 33 | 33 | 0.16% | 1.49% | 2.98% | Q3 2015 | Q3 2023 | 33 |
LORD, ABBETT & CO. LLC | 19 | 2 | 0.00% | 0.08% | 0.43% | Q2 2013 | Q3 2023 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q3 2023 | 33 |
Centiva Capital, LP | 11 | 2 | 0.00% | 0.06% | 0.21% | Q4 2018 | Q3 2023 | 33 |
ANDERSON HOAGLAND & CO | 32 | 32 | 0.30% | 0.48% | 0.66% | Q3 2013 | Q2 2021 | 32 |
Handelsinvest Investeringsforvaltning | 32 | 32 | 0.19% | 0.48% | 1.34% | Q4 2015 | Q3 2023 | 32 |
GROUP ONE TRADING, L.P. | 16 | 1 | 0.00% | 0.04% | 0.19% | Q2 2013 | Q3 2023 | 32 |
Azimuth Capital Management LLC | 32 | 32 | 0.17% | 0.40% | 0.64% | Q2 2014 | Q1 2022 | 32 |
WESPAC Advisors SoCal, LLC | 32 | 32 | 0.10% | 0.19% | 0.43% | Q4 2015 | Q3 2023 | 32 |
OPPENHEIMER & CO INC | 28 | 1 | 0.01% | 0.15% | 0.31% | Q2 2013 | Q3 2023 | 32 |
WESTWOOD HOLDINGS GROUP INC | 29 | 3 | 0.02% | 0.18% | 0.51% | Q1 2015 | Q3 2023 | 32 |
Vigilant Capital Management, LLC | 32 | 32 | 1.34% | 1.92% | 2.75% | Q3 2015 | Q2 2023 | 32 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 32 | 32 | 0.56% | 1.14% | 2.14% | Q2 2013 | Q1 2021 | 32 |
Hexavest Inc. | 22 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2021 | 32 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 18 | 2 | 0.00% | 0.11% | 0.32% | Q2 2013 | Q3 2023 | 32 |
Handelsbanken Fonder AB | 32 | 32 | 0.20% | 0.61% | 1.22% | Q4 2015 | Q3 2023 | 32 |
Freestone Capital Holdings, LLC | 20 | 2 | 0.00% | 0.17% | 0.74% | Q2 2015 | Q3 2023 | 32 |
Ashmore Group plc | 17 | 4 | 0.05% | 4.39% | 12.08% | Q1 2013 | Q3 2021 | 32 |
ING GROEP NV | 21 | 1 | 0.01% | 0.22% | 1.15% | Q1 2013 | Q3 2023 | 31 |
Gilman Hill Asset Management, LLC | 31 | 31 | 0.12% | 0.45% | 0.99% | Q2 2014 | Q4 2021 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.03% | 0.06% | Q4 2015 | Q3 2023 | 31 |
JLB & ASSOCIATES INC | 26 | 5 | 0.09% | 0.42% | 0.61% | Q4 2015 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.28% | 0.48% | 1.00% | Q2 2013 | Q4 2020 | 31 |
B. Riley Wealth Advisors, Inc. | 19 | 1 | 0.00% | 0.08% | 0.24% | Q2 2014 | Q3 2023 | 31 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 31 | 31 | 0.11% | 0.20% | 0.46% | Q2 2013 | Q4 2020 | 31 |
QCI ASSET MANAGEMENT INC/NY | 28 | 3 | 0.00% | 0.09% | 1.21% | Q2 2013 | Q3 2021 | 31 |
Intercontinental Wealth Advisors, LLC | 31 | 31 | 0.12% | 0.32% | 0.64% | Q4 2015 | Q2 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.03% | 0.08% | Q1 2016 | Q3 2023 | 31 |
Majedie Asset Management Ltd | 31 | 31 | 0.12% | 0.70% | 1.43% | Q3 2014 | Q1 2022 | 31 |
Connor, Clark & Lunn Investment Management Ltd. | 31 | 31 | 0.00% | 0.24% | 0.89% | Q1 2016 | Q3 2023 | 31 |
Advisory Services Network, LLC | 27 | 1 | 0.00% | 0.06% | 0.14% | Q4 2013 | Q3 2023 | 31 |
Ballentine Partners, LLC | 28 | 2 | 0.02% | 0.04% | 0.06% | Q1 2016 | Q3 2023 | 30 |
Eventide Asset Management | 17 | 13 | 0.00% | 0.20% | 0.79% | Q3 2015 | Q3 2023 | 30 |
CASTLEARK MANAGEMENT LLC | 30 | 30 | 0.01% | 0.05% | 0.09% | Q2 2016 | Q3 2023 | 30 |
FRED ALGER MANAGEMENT, LLC | 18 | 1 | 0.00% | 0.20% | 0.96% | Q2 2013 | Q3 2023 | 30 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 21 | 1 | 0.00% | 0.06% | 0.17% | Q2 2013 | Q3 2023 | 30 |
CIBC Asset Management Inc | 30 | 30 | 0.01% | 0.12% | 0.36% | Q2 2016 | Q3 2023 | 30 |
HBK Sorce Advisory LLC | 17 | 1 | 0.02% | 0.04% | 0.09% | Q4 2015 | Q3 2023 | 30 |
CANADA PENSION PLAN INVESTMENT BOARD | 17 | 1 | 0.00% | 0.17% | 0.48% | Q1 2013 | Q2 2023 | 30 |
Joel Isaacson & Co., LLC | 17 | 13 | 0.01% | 0.02% | 0.04% | Q4 2012 | Q3 2023 | 30 |
Coronation Fund Managers Ltd. | 30 | 30 | 0.03% | 2.63% | 5.49% | Q2 2016 | Q3 2023 | 30 |
Snowden Capital Advisors LLC | 22 | 8 | 0.19% | 0.36% | 0.63% | Q1 2016 | Q3 2023 | 30 |
SEGALL BRYANT & HAMILL, LLC | 23 | 7 | 0.01% | 0.06% | 0.10% | Q1 2016 | Q3 2023 | 30 |
ALTFEST L J & CO INC | 30 | 30 | 0.07% | 0.25% | 0.55% | Q2 2016 | Q3 2023 | 30 |
Guinness Atkinson Asset Management Inc | 16 | 14 | 0.04% | 2.42% | 4.16% | Q2 2013 | Q3 2023 | 30 |
Glovista Investments LLC | 25 | 1 | 0.25% | 2.07% | 3.76% | Q4 2013 | Q3 2023 | 30 |
Jacobi Capital Management LLC | 30 | 30 | 0.00% | 0.05% | 0.14% | Q2 2016 | Q3 2023 | 30 |
Simplicity Solutions, LLC | 18 | 12 | 0.01% | 0.18% | 0.43% | Q4 2015 | Q3 2023 | 30 |
ETRADE Capital Management LLC | 30 | 30 | 0.06% | 0.16% | 0.23% | Q2 2013 | Q3 2020 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q3 2020 | 30 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2020 | 29 |
VOYA INVESTMENT MANAGEMENT LLC | 17 | 5 | 0.00% | 0.08% | 0.66% | Q1 2014 | Q3 2023 | 29 |
Johnson Financial Group, Inc. | 16 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 29 |
Roble, Belko & Company, Inc | 28 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 29 |
TORONTO DOMINION BANK | 27 | 2 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q3 2023 | 29 |
NAVELLIER & ASSOCIATES INC | 13 | 1 | 0.00% | 0.06% | 0.20% | Q3 2012 | Q3 2021 | 29 |
Winch Advisory Services, LLC | 29 | 29 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 29 |
AMUNDI ASSET MANAGEMENT US, INC. | 24 | 1 | 0.01% | 0.17% | 0.40% | Q4 2012 | Q1 2021 | 29 |
Dynamic Advisor Solutions LLC | 27 | 27 | 0.00% | 0.10% | 0.17% | Q1 2017 | Q3 2023 | 29 |
Grove Bank & Trust | 28 | 1 | 0.05% | 0.22% | 0.38% | Q4 2015 | Q3 2023 | 29 |
Cornerstone Investment Partners, LLC | 29 | 29 | 0.00% | 2.53% | 4.53% | Q4 2014 | Q4 2021 | 29 |
Altshuler Shaham Ltd | 24 | 24 | 0.01% | 3.13% | 12.29% | Q4 2017 | Q3 2023 | 29 |
AGF INVESTMENTS INC. | 24 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2022 | 29 |
GREENLEAF TRUST | 29 | 29 | 0.01% | 0.06% | 0.14% | Q3 2016 | Q3 2023 | 29 |
Intermede Investment Partners Ltd | 29 | 29 | 3.60% | 4.91% | 6.13% | Q3 2016 | Q3 2023 | 29 |
MITCHELL CAPITAL MANAGEMENT CO | 29 | 29 | 0.09% | 0.23% | 0.45% | Q3 2016 | Q3 2023 | 29 |
BALYASNY ASSET MANAGEMENT L.P. | 11 | 1 | 0.00% | 0.13% | 0.49% | Q1 2014 | Q3 2023 | 29 |
Archford Capital Strategies, LLC | 8 | 4 | 0.00% | 0.06% | 0.24% | Q1 2014 | Q3 2023 | 28 |
FineMark National Bank & Trust | 15 | 1 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 28 |
World Asset Management Inc | 28 | 28 | 0.10% | 0.20% | 0.33% | Q2 2013 | Q1 2020 | 28 |
South Dakota Investment Council | 28 | 28 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 28 |
Avantax Planning Partners, Inc. | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.07% | 0.10% | 0.14% | Q4 2016 | Q3 2023 | 28 |
PEOPLES FINANCIAL SERVICES CORP. | 27 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 28 |
BRINKER CAPITAL INC | 20 | 8 | 0.03% | 0.12% | 0.28% | Q2 2013 | Q2 2020 | 28 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 28 | 28 | 0.03% | 0.23% | 0.36% | Q2 2013 | Q1 2020 | 28 |
Gradient Investments LLC | 28 | 28 | 0.00% | 0.04% | 0.14% | Q4 2016 | Q3 2023 | 28 |
1832 Asset Management L.P. | 22 | 1 | 0.00% | 0.14% | 1.40% | Q3 2014 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.72% | 0.93% | 1.15% | Q4 2016 | Q3 2023 | 28 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 28 | 0.03% | 0.13% | 0.77% | Q4 2016 | Q3 2023 | 28 |
BRUNI J V & CO /CO | 28 | 28 | 1.95% | 4.06% | 6.54% | Q2 2013 | Q1 2020 | 28 |
WEDBUSH SECURITIES INC | 28 | 28 | 0.04% | 0.08% | 0.16% | Q4 2016 | Q3 2023 | 28 |
JOHN G ULLMAN & ASSOCIATES INC | 28 | 28 | 0.06% | 0.89% | 2.19% | Q4 2016 | Q3 2023 | 28 |
Carroll Financial Associates, Inc. | 28 | 28 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q4 2021 | 28 |
CQS Cayman LP | 26 | 26 | 0.24% | 0.45% | 1.01% | Q2 2013 | Q3 2019 | 28 |
Sloane Robinson LLP | 23 | 5 | 0.24% | 3.01% | 10.87% | Q2 2013 | Q3 2020 | 28 |
Northcape Capital Pty Ltd | 28 | 28 | 21.32% | 28.02% | 35.98% | Q4 2016 | Q3 2023 | 28 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 21 | 6 | 0.16% | 0.53% | 0.93% | Q4 2013 | Q1 2022 | 27 |
JARISLOWSKY, FRASER Ltd | 27 | 27 | 0.00% | 0.11% | 0.21% | Q1 2017 | Q3 2023 | 27 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 27 | 27 | 0.23% | 1.20% | 1.82% | Q1 2017 | Q3 2023 | 27 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 27 | 27 | 0.04% | 0.37% | 1.20% | Q1 2017 | Q3 2023 | 27 |
OneDigital Investment Advisors LLC | 26 | 26 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.14% | 0.33% | 0.50% | Q1 2017 | Q3 2023 | 27 |
CIBC Private Wealth Group, LLC | 25 | 1 | 0.00% | 0.07% | 0.27% | Q3 2015 | Q3 2023 | 27 |
PARADIGM ASSET MANAGEMENT CO LLC | 27 | 27 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q4 2019 | 27 |
SCOTIA CAPITAL INC. | 19 | 1 | 0.00% | 0.11% | 0.25% | Q4 2013 | Q3 2023 | 27 |
Hodges Capital Management Inc. | 13 | 5 | 0.02% | 0.20% | 0.63% | Q2 2013 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
West Oak Capital, LLC | 27 | 27 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 27 |
Capital Research Global Investors | 27 | 27 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 27 |
CAPSTONE INVESTMENT ADVISORS, LLC | 11 | 11 | 0.00% | 0.07% | 0.41% | Q1 2021 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.02% | 0.11% | 0.22% | Q1 2017 | Q3 2023 | 27 |
Holowesko Partners Ltd. | 23 | 3 | 0.04% | 1.74% | 10.05% | Q2 2013 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.16% | 0.50% | Q4 2016 | Q3 2023 | 27 |
EVERETT HARRIS & CO /CA/ | 27 | 27 | 0.01% | 0.03% | 0.14% | Q1 2017 | Q3 2023 | 27 |
AllSquare Wealth Management LLC | 25 | 2 | 0.01% | 0.08% | 0.17% | Q4 2016 | Q3 2023 | 27 |
BRANDES INVESTMENT PARTNERS, LP | 22 | 5 | 0.01% | 0.13% | 0.75% | Q3 2015 | Q3 2023 | 27 |
BANQUE PICTET & CIE SA | 27 | 27 | 0.01% | 0.25% | 0.83% | Q1 2017 | Q3 2023 | 27 |
Pictet North America Advisors SA | 27 | 27 | 0.02% | 0.97% | 3.00% | Q1 2017 | Q3 2023 | 27 |
Mawer Investment Management Ltd. | 27 | 27 | 0.02% | 0.42% | 1.08% | Q1 2017 | Q3 2023 | 27 |
AGF Investments America Inc. | 19 | 8 | 0.01% | 0.40% | 1.24% | Q1 2010 | Q4 2021 | 27 |
Cumberland Partners Ltd | 27 | 27 | 0.03% | 0.51% | 0.95% | Q1 2017 | Q3 2023 | 27 |
Laurion Capital Management LP | 5 | 1 | 0.00% | 0.19% | 0.83% | Q1 2016 | Q3 2023 | 26 |
Armor Investment Advisors, LLC | 26 | 26 | 0.20% | 1.17% | 2.56% | Q4 2016 | Q1 2023 | 26 |
GQG Partners LLC | 16 | 1 | 0.04% | 2.17% | 8.19% | Q4 2016 | Q3 2023 | 26 |
VICTORY CAPITAL MANAGEMENT INC | 12 | 6 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 26 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.01% | 0.08% | 0.20% | Q4 2016 | Q3 2023 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 8 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 26 |
Avestar Capital, LLC | 19 | 3 | 0.02% | 0.23% | 1.42% | Q4 2017 | Q3 2023 | 26 |
INDUS CAPITAL PARTNERS, LLC | 20 | 1 | 0.06% | 0.87% | 4.12% | Q2 2013 | Q3 2022 | 26 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.00% | 0.03% | 0.08% | Q3 2017 | Q3 2023 | 26 |
TWO SIGMA ADVISERS, LP | 10 | 1 | 0.00% | 0.11% | 0.96% | Q4 2013 | Q3 2023 | 26 |
Boston Partners | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2023 | 26 |
Harel Insurance Investments & Financial Services Ltd. | 15 | 3 | 0.00% | 0.28% | 0.92% | Q4 2015 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.67% | 0.95% | 1.25% | Q3 2016 | Q3 2023 | 26 |
MU Investments Co., Ltd. | 12 | 2 | 0.05% | 3.33% | 5.05% | Q2 2013 | Q3 2023 | 26 |
Cable Hill Partners, LLC | 18 | 8 | 0.01% | 0.05% | 0.26% | Q4 2014 | Q3 2023 | 26 |
Veritas Investment Management (UK) Ltd | 26 | 26 | 2.00% | 5.71% | 7.80% | Q3 2015 | Q4 2021 | 26 |
NEXT Financial Group, Inc | 13 | 6 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q4 2021 | 26 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
MAI Capital Management | 26 | 26 | 0.01% | 0.20% | 0.57% | Q2 2017 | Q3 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2019 | 26 |
TCW GROUP INC | 10 | 7 | 0.00% | 0.07% | 0.21% | Q2 2014 | Q3 2023 | 26 |
Aureus Asset Management, LLC | 23 | 3 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 26 |
Westwood Global Investments, LLC | 26 | 26 | 0.34% | 0.68% | 1.00% | Q2 2013 | Q3 2019 | 26 |
PARK NATIONAL CORP /OH/ | 26 | 26 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q1 2022 | 26 |
Caprock Group, LLC | 26 | 26 | 0.09% | 0.19% | 0.28% | Q2 2017 | Q3 2023 | 26 |
Sumitomo Mitsui Trust Holdings, Inc. | 23 | 1 | 0.00% | 0.05% | 0.21% | Q2 2015 | Q3 2023 | 25 |
Alkeon Capital Management | 16 | 1 | 0.15% | 0.68% | 1.40% | Q1 2018 | Q3 2023 | 25 |
AUXIER ASSET MANAGEMENT | 25 | 25 | 0.04% | 0.07% | 0.11% | Q3 2017 | Q3 2023 | 25 |
Orbis Allan Gray Ltd | 18 | 7 | 0.08% | 1.72% | 4.76% | Q1 2017 | Q3 2023 | 25 |
First Eagle Investment Management, LLC | 21 | 4 | 0.03% | 1.68% | 3.06% | Q3 2015 | Q3 2023 | 25 |
Fairfax Financial Holdings | 25 | 25 | 0.05% | 0.25% | 0.52% | Q3 2017 | Q3 2023 | 25 |
Diversified Trust Co | 13 | 12 | 0.01% | 0.11% | 0.20% | Q1 2017 | Q4 2023 | 25 |
YorkBridge Wealth Partners, LLC | 25 | 25 | 0.19% | 0.34% | 0.45% | Q4 2016 | Q4 2022 | 25 |
LEVEL FOUR ADVISORY SERVICES, LLC | 24 | 24 | 0.00% | 0.06% | 0.19% | Q4 2017 | Q3 2023 | 25 |
LANSDOWNE PARTNERS (UK) LLP | 23 | 2 | 0.01% | 6.84% | 17.89% | Q1 2017 | Q3 2023 | 25 |
ADVISOR PARTNERS LLC | 21 | 1 | 0.06% | 0.23% | 0.46% | Q2 2014 | Q2 2022 | 25 |
BOYS ARNOLD & CO INC | 25 | 25 | 0.25% | 0.39% | 0.64% | Q1 2014 | Q1 2020 | 25 |
Penserra Capital Management LLC | 23 | 2 | 0.01% | 0.07% | 0.42% | Q4 2016 | Q3 2023 | 25 |
abrdn plc | 25 | 25 | 0.08% | 0.50% | 0.78% | Q3 2017 | Q3 2023 | 25 |
TCI Wealth Advisors, Inc. | 24 | 1 | 0.00% | 0.01% | 0.03% | Q4 2012 | Q1 2023 | 25 |
OPTIMUM INVESTMENT ADVISORS | 24 | 1 | 0.00% | 0.04% | 0.14% | Q3 2013 | Q4 2023 | 25 |
Jackson Square Partners, LLC | 13 | 12 | 0.00% | 0.33% | 0.72% | Q2 2014 | Q3 2023 | 25 |
Pflug Koory, LLC | 13 | 12 | 0.01% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 25 |
Strategic Global Advisors, LLC | 13 | 12 | 0.04% | 0.22% | 0.80% | Q1 2016 | Q3 2023 | 25 |
CANTILLON CAPITAL MANAGEMENT LLC | 25 | 25 | 1.24% | 2.15% | 3.11% | Q3 2017 | Q3 2023 | 25 |
Bank Pictet & Cie (Europe) AG | 14 | 11 | 0.01% | 0.31% | 0.94% | Q1 2017 | Q3 2023 | 25 |
Essex Financial Services, Inc. | 16 | 2 | 0.05% | 0.14% | 0.28% | Q2 2013 | Q3 2023 | 25 |
Lenox Wealth Advisors, LLC | 19 | 6 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q1 2022 | 25 |
Thomas J. Herzfeld Advisors, Inc. | 21 | 4 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 25 |
CAPITAL GUARDIAN TRUST CO | 25 | 25 | 0.00% | 1.53% | 2.92% | Q2 2013 | Q2 2019 | 25 |
TIAA, FSB | 25 | 25 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2023 | 25 |
Segment Wealth Management, LLC | 23 | 23 | 0.00% | 0.92% | 1.35% | Q1 2017 | Q3 2022 | 25 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 21 | 1 | 0.00% | 0.38% | 8.93% | Q2 2013 | Q3 2023 | 25 |
McIlrath & Eck, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Lester Murray Antman dba SimplyRich | 24 | 24 | 0.76% | 1.19% | 1.94% | Q4 2017 | Q3 2023 | 24 |
GENERATION INVESTMENT MANAGEMENT LLP | 24 | 24 | 0.02% | 0.09% | 0.20% | Q4 2016 | Q3 2022 | 24 |
Cadence Bank | 24 | 24 | 0.05% | 0.14% | 0.27% | Q4 2017 | Q3 2023 | 24 |
NINE MASTS CAPITAL Ltd | 7 | 1 | 0.26% | 12.11% | 55.85% | Q4 2014 | Q4 2022 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.04% | 0.10% | 0.20% | Q4 2017 | Q3 2023 | 24 |
Kingsview Wealth Management, LLC | 10 | 1 | 0.00% | 0.05% | 0.16% | Q3 2017 | Q3 2023 | 24 |
Cerity Partners LLC | 13 | 11 | 0.02% | 0.06% | 0.16% | Q2 2017 | Q3 2023 | 24 |
RHUMBLINE ADVISERS | 13 | 1 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 24 |
KCS Wealth Advisory | 24 | 24 | 0.89% | 1.20% | 1.97% | Q4 2017 | Q3 2023 | 24 |
PIN OAK INVESTMENT ADVISORS INC | 24 | 24 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
GUARDCAP ASSET MANAGEMENT Ltd | 24 | 24 | 0.07% | 0.45% | 1.75% | Q4 2017 | Q3 2023 | 24 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 24 | 24 | 0.00% | 0.10% | 0.20% | Q2 2013 | Q1 2019 | 24 |
Cornerstone Advisors, Inc. | 24 | 24 | 0.06% | 0.28% | 0.53% | Q4 2014 | Q3 2020 | 24 |
IPG Investment Advisors LLC | 15 | 1 | 0.06% | 1.32% | 2.68% | Q4 2013 | Q3 2023 | 24 |
EVERGREEN CAPITAL MANAGEMENT LLC | 23 | 1 | 0.02% | 0.20% | 0.55% | Q3 2017 | Q3 2023 | 24 |
COLONY GROUP LLC | 13 | 11 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 24 |
Artisan Partners Limited Partnership | 14 | 1 | 0.01% | 0.11% | 0.48% | Q3 2015 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.01% | 0.84% | 1.70% | Q4 2017 | Q3 2023 | 24 |
Northwest Bancshares, Inc. | 24 | 24 | 0.70% | 1.09% | 1.57% | Q4 2017 | Q3 2023 | 24 |
CAPITAL INSIGHT PARTNERS, LLC | 24 | 24 | 0.05% | 0.48% | 0.87% | Q4 2017 | Q3 2023 | 24 |
Argent Trust Co | 22 | 1 | 0.04% | 0.17% | 0.26% | Q1 2016 | Q3 2023 | 24 |
Greystone Managed Investments Inc. | 23 | 1 | 0.01% | 0.92% | 2.92% | Q2 2013 | Q3 2019 | 24 |
SG3 Management, LLC | 7 | 1 | 0.00% | 0.15% | 0.93% | Q1 2019 | Q3 2022 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Avior Wealth Management, LLC | 18 | 5 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2023 | 23 |
Calamos Wealth Management LLC | 16 | 7 | 0.03% | 0.22% | 0.40% | Q2 2013 | Q3 2023 | 23 |
Glassman Wealth Services | 23 | 23 | 0.01% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 23 |
Ninety One North America, Inc. | 20 | 3 | 0.49% | 0.95% | 2.58% | Q4 2014 | Q3 2023 | 23 |
BANK OF NOVA SCOTIA | 13 | 1 | 0.00% | 0.02% | 0.10% | Q4 2015 | Q3 2023 | 23 |
EATON VANCE MANAGEMENT | 23 | 23 | 0.01% | 0.15% | 0.23% | Q1 2017 | Q3 2022 | 23 |
Quantbot Technologies LP | 9 | 1 | 0.03% | 0.25% | 0.72% | Q3 2013 | Q3 2023 | 23 |
Stratos Wealth Partners, LTD. | 16 | 1 | 0.01% | 0.02% | 0.05% | Q3 2014 | Q3 2023 | 23 |
FEDERATED HERMES, INC. | 21 | 1 | 0.00% | 1.08% | 2.31% | Q2 2014 | Q3 2023 | 23 |
Verdence Capital Advisors LLC | 23 | 23 | 0.07% | 0.72% | 1.21% | Q1 2018 | Q3 2023 | 23 |
CYPRESS ASSET MANAGEMENT INC/TX | 23 | 23 | 0.24% | 0.49% | 0.74% | Q4 2017 | Q2 2023 | 23 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 23 | 23 | 0.06% | 0.30% | 0.82% | Q3 2013 | Q1 2019 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 23 |
TRILOGY GLOBAL ADVISORS LP | 23 | 23 | 2.02% | 3.46% | 4.51% | Q2 2013 | Q4 2018 | 23 |
COMMONWEALTH BANK OF AUSTRALIA | 23 | 23 | 0.03% | 0.11% | 0.44% | Q2 2013 | Q4 2018 | 23 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
ST GERMAIN D J CO INC | 20 | 3 | 0.01% | 0.05% | 0.08% | Q1 2018 | Q4 2023 | 23 |
BALDWIN BROTHERS LLC/MA | 23 | 23 | 0.00% | 0.04% | 0.10% | Q2 2018 | Q4 2023 | 23 |
MGO ONE SEVEN LLC | 21 | 2 | 0.05% | 0.13% | 0.24% | Q4 2017 | Q3 2023 | 23 |
ATLAS CAPITAL ADVISORS LLC | 23 | 23 | 0.06% | 0.15% | 0.26% | Q1 2018 | Q3 2023 | 23 |
Schonfeld Strategic Advisors LLC | 11 | 4 | 0.00% | 0.07% | 0.34% | Q2 2019 | Q3 2023 | 23 |
Tesco Pension Investment Ltd | 23 | 23 | 1.33% | 2.31% | 3.86% | Q4 2016 | Q2 2022 | 23 |
WOLVERINE ASSET MANAGEMENT LLC | 7 | 3 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2015 | 23 |
WealthTrust-Arizona, LLC | 23 | 23 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q4 2018 | 23 |
Pendal Group Ltd | 23 | 23 | 0.39% | 0.79% | 1.29% | Q2 2017 | Q4 2022 | 23 |
Capula Management Ltd | 7 | 2 | 0.00% | 0.16% | 0.58% | Q3 2019 | Q3 2022 | 23 |
Dundas Partners LLP | 23 | 23 | 2.48% | 4.71% | 7.49% | Q1 2018 | Q3 2023 | 23 |
SUNTRUST BANKS INC | 13 | 10 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2019 | 23 |
RATIONAL ADVISORS LLC | 13 | 1 | 0.02% | 0.39% | 0.63% | Q1 2009 | Q2 2021 | 23 |
SIMPLEX TRADING, LLC | 15 | 1 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q2 2023 | 23 |
Partnervest Advisory Services LLC | 23 | 23 | 0.02% | 0.19% | 0.29% | Q2 2013 | Q4 2018 | 23 |
CWA Asset Management Group, LLC | 22 | 1 | 0.02% | 0.93% | 2.41% | Q3 2017 | Q2 2023 | 23 |
Mount Yale Investment Advisors, LLC | 23 | 23 | 0.04% | 0.49% | 1.00% | Q1 2018 | Q3 2023 | 23 |
One Wealth Advisors, LLC | 23 | 23 | 0.10% | 0.35% | 0.47% | Q4 2017 | Q2 2023 | 23 |
Sonora Investment Management, LLC | 20 | 3 | 0.00% | 0.04% | 0.21% | Q3 2015 | Q3 2021 | 23 |
Migdal Insurance & Financial Holdings Ltd. | 22 | 22 | 0.00% | 0.46% | 1.64% | Q2 2018 | Q3 2023 | 22 |
K.J. Harrison & Partners Inc | 22 | 22 | 0.07% | 0.48% | 1.32% | Q1 2018 | Q2 2023 | 22 |
Advocacy Wealth Management Services, LLC | 22 | 22 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q4 2021 | 22 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2021 | 22 |
Sterling Capital Management LLC | 19 | 3 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2019 | 22 |
JFS WEALTH ADVISORS, LLC | 19 | 3 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 22 |
Triodos Investment Management BV | 22 | 22 | 2.61% | 5.46% | 8.31% | Q2 2018 | Q3 2023 | 22 |
BANK PICTET & CIE (ASIA) LTD | 22 | 22 | 0.07% | 0.62% | 2.58% | Q2 2018 | Q3 2023 | 22 |
Virtu Financial LLC | 6 | 1 | 0.02% | 0.18% | 0.53% | Q1 2014 | Q3 2023 | 22 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 13 | 3 | 0.02% | 0.05% | 0.11% | Q4 2017 | Q3 2023 | 22 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 22 | 0.06% | 0.73% | 1.50% | Q2 2018 | Q3 2023 | 22 |
Rockefeller Capital Management L.P. | 21 | 1 | 0.00% | 0.22% | 0.97% | Q1 2018 | Q3 2023 | 22 |
CHARTWELL INVESTMENT PARTNERS, LLC | 22 | 22 | 0.08% | 0.17% | 0.28% | Q2 2018 | Q3 2023 | 22 |
Brinker Capital Investments, LLC | 10 | 2 | 0.00% | 0.13% | 0.45% | Q4 2014 | Q4 2022 | 22 |
Natixis Investment Managers International | 12 | 3 | 0.02% | 0.44% | 2.63% | Q2 2013 | Q3 2023 | 22 |
Forward Management, LLC | 22 | 22 | 0.06% | 0.40% | 0.85% | Q2 2013 | Q3 2018 | 22 |
Man Group plc | 21 | 1 | 0.21% | 1.22% | 1.88% | Q1 2018 | Q3 2023 | 22 |
AMG National Trust Bank | 14 | 1 | 0.02% | 0.10% | 0.16% | Q2 2013 | Q3 2023 | 22 |
SeaCrest Wealth Management, LLC | 16 | 6 | 0.02% | 0.11% | 0.27% | Q4 2017 | Q3 2023 | 22 |
EQUITABLE TRUST CO | 22 | 22 | 0.03% | 0.53% | 1.11% | Q2 2018 | Q3 2023 | 22 |
STOCK YARDS BANK & TRUST CO | 16 | 6 | 0.02% | 0.03% | 0.07% | Q3 2017 | Q3 2023 | 22 |
MEITAV INVESTMENT HOUSE LTD | 22 | 22 | 0.05% | 0.52% | 1.59% | Q2 2018 | Q3 2023 | 22 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
FIRST MANHATTAN CO. LLC. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
COZAD ASSET MANAGEMENT INC | 22 | 22 | 0.10% | 0.16% | 0.23% | Q2 2018 | Q3 2023 | 22 |
Kiwi Wealth Investments Limited Partnership | 20 | 1 | 0.44% | 0.85% | 1.56% | Q1 2018 | Q2 2023 | 21 |
Mitsubishi UFJ Asset Management Co., Ltd. | 16 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2020 | 21 |
COURIER CAPITAL LLC | 8 | 3 | 0.02% | 0.03% | 0.05% | Q1 2014 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.03% | 0.05% | 0.10% | Q1 2017 | Q3 2023 | 21 |
Cresset Asset Management, LLC | 20 | 20 | 0.01% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 21 |
Fosun International Ltd | 21 | 21 | 0.08% | 0.59% | 1.59% | Q3 2018 | Q3 2023 | 21 |
Tortoise Investment Management, LLC | 12 | 2 | 0.00% | 0.01% | 0.01% | Q4 2012 | Q3 2023 | 21 |
Westside Investment Management, Inc. | 13 | 8 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 21 |
MCDANIEL TERRY & CO | 21 | 21 | 0.46% | 2.67% | 4.14% | Q3 2018 | Q3 2023 | 21 |
Zweig-DiMenna Associates LLC | 19 | 1 | 0.19% | 1.25% | 1.94% | Q3 2013 | Q3 2023 | 21 |
FLAGSHIP HARBOR ADVISORS, LLC | 17 | 4 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 21 |
Clark Capital Management Group, Inc. | 14 | 2 | 0.05% | 0.40% | 0.90% | Q2 2014 | Q3 2023 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2023 | 21 |
PARNASSUS INVESTMENTS, LLC | 17 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 21 |
MISSION WEALTH MANAGEMENT, LP | 13 | 4 | 0.01% | 0.05% | 0.24% | Q2 2015 | Q3 2023 | 21 |
Henry James International Management Inc. | 21 | 21 | 0.44% | 2.02% | 3.38% | Q3 2018 | Q3 2023 | 21 |
Paloma Partners Management Co | 4 | 1 | 0.00% | 0.02% | 0.10% | Q1 2014 | Q1 2022 | 21 |
BANK OF THE WEST | 21 | 21 | 0.04% | 0.08% | 0.11% | Q3 2015 | Q3 2020 | 21 |
Patriot Financial Group Insurance Agency, LLC | 20 | 1 | 0.00% | 0.08% | 0.23% | Q1 2018 | Q3 2023 | 21 |
Moisand Fitzgerald Tamayo, LLC | 14 | 7 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 21 |
CABOT WEALTH MANAGEMENT INC | 21 | 21 | 0.64% | 1.73% | 2.43% | Q3 2018 | Q3 2023 | 21 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 18 | 3 | 1.44% | 2.07% | 3.16% | Q2 2018 | Q3 2023 | 21 |
Fieldpoint Private Securities, LLC | 20 | 1 | 0.02% | 0.19% | 0.43% | Q1 2017 | Q2 2022 | 21 |
BOOTHBAY FUND MANAGEMENT, LLC | 9 | 1 | 0.01% | 0.15% | 0.47% | Q1 2016 | Q3 2023 | 21 |
HERMES INVESTMENT MANAGEMENT LTD | 21 | 21 | 0.83% | 2.69% | 5.68% | Q2 2013 | Q2 2018 | 21 |
Intersect Capital LLC | 19 | 2 | 0.01% | 0.32% | 0.50% | Q4 2014 | Q2 2022 | 21 |
Lido Advisors, LLC | 21 | 21 | 0.02% | 0.10% | 0.19% | Q3 2018 | Q3 2023 | 21 |
BAR HARBOR WEALTH MANAGEMENT | 16 | 5 | 0.03% | 0.06% | 0.10% | Q1 2016 | Q3 2021 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.02% | 0.08% | 0.14% | Q3 2018 | Q3 2023 | 21 |
NewEdge Advisors, LLC | 17 | 1 | 0.00% | 0.24% | 0.80% | Q2 2017 | Q3 2023 | 21 |
Patten Group, Inc. | 21 | 21 | 0.03% | 0.19% | 0.34% | Q3 2018 | Q3 2023 | 21 |
LGT CAPITAL PARTNERS LTD. | 15 | 6 | 0.66% | 2.13% | 5.20% | Q2 2014 | Q3 2023 | 21 |
Locust Wood Capital Advisers | 7 | 7 | 0.07% | 1.81% | 4.77% | Q1 2022 | Q3 2023 | 21 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 4 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2022 | 20 |
Knuff & Co LLC | 20 | 20 | 0.74% | 0.99% | 1.37% | Q4 2018 | Q3 2023 | 20 |
Svenska Handelsbanken AB (publ) | 15 | 5 | 0.04% | 2.28% | 4.97% | Q4 2015 | Q4 2020 | 20 |
ADVISORY RESEARCH INC | 18 | 2 | 0.12% | 0.95% | 3.04% | Q1 2017 | Q3 2023 | 20 |
PRIVATE TRUST CO NA | 13 | 7 | 0.01% | 0.06% | 0.18% | Q1 2013 | Q3 2023 | 20 |
UBS OCONNOR LLC | 6 | 1 | 0.03% | 0.41% | 1.21% | Q3 2013 | Q2 2023 | 20 |
Guinness Asset Management LTD | 10 | 2 | 0.01% | 0.81% | 1.50% | Q2 2013 | Q3 2023 | 20 |
Nikko Asset Management Americas, Inc. | 13 | 7 | 0.01% | 0.93% | 2.68% | Q1 2018 | Q3 2023 | 20 |
Ameritas Investment Partners, Inc. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2020 | 20 |
American Portfolios Advisors | 20 | 20 | 0.03% | 0.05% | 0.11% | Q4 2017 | Q3 2022 | 20 |
Dougherty Wealth Advisers LLC | 20 | 20 | 0.13% | 0.20% | 0.36% | Q4 2018 | Q3 2023 | 20 |
Redwood Investments, LLC | 20 | 20 | 0.20% | 0.93% | 1.56% | Q4 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.02% | 0.05% | 0.07% | Q3 2017 | Q2 2022 | 20 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 20 | 20 | 0.00% | 0.17% | 0.32% | Q3 2017 | Q2 2022 | 20 |
QS Investors, LLC | 19 | 1 | 0.01% | 0.03% | 0.06% | Q2 2014 | Q2 2020 | 20 |
Portland Global Advisors LLC | 17 | 1 | 0.04% | 0.09% | 0.16% | Q1 2018 | Q3 2023 | 20 |
LSV ASSET MANAGEMENT | 17 | 3 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.01% | 0.03% | 0.08% | Q4 2018 | Q3 2023 | 20 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 17 | 1 | 0.00% | 0.10% | 0.22% | Q2 2014 | Q3 2023 | 20 |
Edge Capital Group, LLC | 20 | 20 | 0.02% | 0.55% | 0.98% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.05% | 0.11% | 0.20% | Q4 2018 | Q3 2023 | 20 |
Impax Asset Management Group plc | 20 | 20 | 0.02% | 0.44% | 0.99% | Q4 2018 | Q3 2023 | 20 |
PARK AVENUE SECURITIES LLC | 14 | 1 | 0.04% | 0.07% | 0.11% | Q1 2016 | Q3 2023 | 20 |
Cetera Investment Advisers | 20 | 20 | 0.04% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 20 |
AR ASSET MANAGEMENT INC | 17 | 1 | 0.08% | 0.12% | 0.18% | Q1 2018 | Q3 2023 | 20 |
CITY HOLDING CO | 20 | 20 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q3 2018 | 20 |
Bogart Wealth, LLC | 15 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 20 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.09% | 0.23% | Q1 2018 | Q3 2023 | 20 |
SYNOVUS FINANCIAL CORP | 10 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 20 |
Advisors Capital Management, LLC | 20 | 20 | 0.18% | 1.44% | 2.63% | Q4 2018 | Q3 2023 | 20 |
PINNACLE ASSOCIATES LTD | 18 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 20 |
Tidal Investments LLC | 20 | 20 | 0.15% | 0.72% | 3.44% | Q4 2018 | Q3 2023 | 20 |
KBC Group NV | 11 | 9 | 0.00% | 0.14% | 1.15% | Q2 2013 | Q3 2023 | 20 |
BARINGS LLC | 19 | 1 | 0.02% | 0.97% | 2.23% | Q1 2017 | Q2 2022 | 20 |
COOKSON PEIRCE & CO INC | 10 | 1 | 0.03% | 1.94% | 3.57% | Q1 2016 | Q3 2023 | 20 |
Princeton Global Asset Management LLC | 20 | 20 | 1.98% | 2.70% | 3.90% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 17 | 2 | 0.00% | 0.04% | 0.09% | Q4 2018 | Q3 2023 | 20 |
Railway Pension Investments Ltd | 20 | 20 | 0.87% | 1.47% | 1.99% | Q4 2018 | Q3 2023 | 20 |
Icon Wealth Partners, LLC | 9 | 2 | 0.01% | 0.08% | 0.18% | Q4 2017 | Q3 2023 | 20 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 20 | 20 | 0.53% | 0.90% | 1.16% | Q4 2018 | Q3 2023 | 20 |
Fortis Advisors, LLC | 20 | 20 | 0.04% | 0.13% | 0.24% | Q4 2018 | Q3 2023 | 20 |
CAMBIAR INVESTORS LLC | 14 | 6 | 0.24% | 1.70% | 4.10% | Q3 2013 | Q3 2023 | 20 |
Keudell/Morrison Wealth Management | 19 | 19 | 0.11% | 0.20% | 0.34% | Q1 2019 | Q3 2023 | 19 |
Nicholas Hoffman & Company, LLC. | 9 | 4 | 0.01% | 0.17% | 0.56% | Q2 2016 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.02% | 0.05% | 0.07% | Q1 2019 | Q3 2023 | 19 |
STATE OF WISCONSIN INVESTMENT BOARD | 16 | 1 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 19 |
CLOUGH CAPITAL PARTNERS L P | 5 | 1 | 0.02% | 0.82% | 2.92% | Q4 2013 | Q1 2023 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
CIM, LLC | 12 | 1 | 0.04% | 0.11% | 0.23% | Q3 2016 | Q4 2022 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.02% | 0.10% | 0.16% | Q1 2019 | Q3 2023 | 19 |
AustralianSuper Pty Ltd | 11 | 8 | 1.26% | 2.29% | 5.10% | Q2 2017 | Q3 2023 | 19 |
ALTRINSIC GLOBAL ADVISORS LLC | 19 | 19 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q4 2017 | 19 |
Belpointe Asset Management LLC | 19 | 19 | 0.02% | 0.12% | 0.22% | Q1 2019 | Q3 2023 | 19 |
Pinnacle Wealth Planning Services, Inc. | 19 | 19 | 0.08% | 0.24% | 0.39% | Q1 2019 | Q3 2023 | 19 |
CPWM, LLC | 19 | 19 | 0.04% | 0.13% | 0.19% | Q1 2018 | Q3 2022 | 19 |
TDAM USA INC. | 9 | 1 | 0.01% | 1.57% | 3.73% | Q2 2013 | Q4 2021 | 19 |
IHT Wealth Management, LLC | 13 | 6 | 0.00% | 0.03% | 0.04% | Q4 2016 | Q3 2023 | 19 |
Symmetry Partners, LLC | 14 | 5 | 0.03% | 0.23% | 0.71% | Q1 2019 | Q4 2023 | 19 |
Allworth Financial LP | 17 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 19 |
LINCOLN NATIONAL CORP | 18 | 1 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 19 |
LVW Advisors, LLC | 17 | 17 | 0.00% | 0.22% | 0.38% | Q3 2019 | Q3 2023 | 19 |
CULLEN/FROST BANKERS, INC. | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Investors Research Corp | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
GW&K Investment Management, LLC | 19 | 19 | 0.00% | 0.07% | 0.32% | Q1 2019 | Q3 2023 | 19 |
GABELLI FUNDS LLC | 14 | 5 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2023 | 19 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.00% | 0.19% | 0.99% | Q2 2013 | Q3 2023 | 19 |
Seelaus Asset Management LLC | 17 | 2 | 0.19% | 0.38% | 0.57% | Q4 2017 | Q3 2022 | 19 |
Ninety One SA (PTY) Ltd | 13 | 2 | 0.33% | 1.08% | 4.30% | Q3 2016 | Q3 2023 | 19 |
Cedar Brook Financial Partners, LLC | 19 | 19 | 0.13% | 0.18% | 0.26% | Q1 2019 | Q3 2023 | 19 |
Vestmark Advisory Solutions, Inc. | 19 | 19 | 0.20% | 0.41% | 0.70% | Q1 2019 | Q3 2023 | 19 |
Cardinal Capital Management, Inc. | 16 | 3 | 0.00% | 0.59% | 1.08% | Q1 2014 | Q4 2020 | 19 |
Capital Bank & Trust Co | 19 | 19 | 2.32% | 5.38% | 27.02% | Q2 2017 | Q4 2021 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.06% | 0.11% | 0.20% | Q4 2017 | Q2 2022 | 19 |
Prime Capital Investment Advisors, LLC | 17 | 1 | 0.00% | 0.08% | 0.26% | Q4 2018 | Q3 2023 | 19 |
Veritas Asset Management LLP | 9 | 1 | 0.00% | 3.10% | 7.66% | Q1 2014 | Q3 2023 | 19 |
Select Equity Group, L.P. | 19 | 19 | 0.01% | 0.32% | 0.90% | Q1 2019 | Q3 2023 | 19 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 13 | 6 | 0.01% | 0.06% | 0.20% | Q4 2018 | Q3 2023 | 19 |
Stonehage Fleming Financial Services Holdings Ltd | 16 | 1 | 0.01% | 0.07% | 0.17% | Q3 2016 | Q3 2023 | 19 |
180 WEALTH ADVISORS, LLC | 17 | 1 | 0.13% | 0.30% | 0.71% | Q1 2019 | Q3 2023 | 18 |
MOODY NATIONAL BANK TRUST DIVISION | 17 | 1 | 0.01% | 0.08% | 0.16% | Q3 2018 | Q1 2023 | 18 |
KCM INVESTMENT ADVISORS LLC | 17 | 1 | 0.01% | 0.19% | 0.40% | Q4 2017 | Q2 2022 | 18 |
Truvestments Capital LLC | 6 | 1 | 0.00% | 0.07% | 0.31% | Q3 2018 | Q3 2023 | 18 |
Sound Income Strategies, LLC | 15 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 18 |
Johanson Financial Advisors, Inc. | 18 | 18 | 0.16% | 0.32% | 0.57% | Q3 2017 | Q4 2021 | 18 |
ATWOOD & PALMER INC | 13 | 5 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2022 | 18 |
Norway Savings Bank | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2021 | 18 |
TOTH FINANCIAL ADVISORY CORP | 14 | 1 | 0.00% | 0.03% | 0.15% | Q1 2018 | Q3 2023 | 18 |
PEAPACK GLADSTONE FINANCIAL CORP | 17 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 18 |
Legacy Financial Advisors, Inc. | 8 | 4 | 0.02% | 0.08% | 0.13% | Q4 2017 | Q3 2023 | 18 |
ROCKLAND TRUST CO | 18 | 18 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q1 2022 | 18 |
First Bank & Trust | 15 | 3 | 0.02% | 0.06% | 0.10% | Q4 2018 | Q2 2023 | 18 |
MAVERICK CAPITAL LTD | 11 | 2 | 0.01% | 0.12% | 0.58% | Q1 2016 | Q3 2023 | 18 |
Numeric Investors LLC | 17 | 1 | 0.01% | 0.49% | 1.25% | Q2 2013 | Q4 2017 | 18 |
Larson Financial Group LLC | 14 | 3 | 0.00% | 0.02% | 0.19% | Q4 2018 | Q3 2023 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.20% | 1.01% | Q2 2019 | Q3 2023 | 18 |
M&R CAPITAL MANAGEMENT INC | 18 | 18 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q4 2023 | 18 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 18 |
KEYWISE CAPITAL MANAGEMENT Ltd | 15 | 1 | 0.77% | 14.16% | 43.86% | Q2 2013 | Q3 2019 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2014 | 18 |
SALEM INVESTMENT COUNSELORS INC | 12 | 6 | 0.00% | 0.07% | 0.35% | Q3 2016 | Q3 2023 | 18 |
Manning & Napier Group, LLC | 12 | 6 | 0.10% | 0.54% | 1.58% | Q4 2017 | Q3 2023 | 18 |
Prestige Wealth Management Group LLC | 17 | 1 | 0.00% | 0.01% | 0.07% | Q4 2018 | Q3 2023 | 18 |
Paradice Investment Management LLC | 18 | 18 | 0.10% | 1.20% | 1.74% | Q2 2019 | Q3 2023 | 18 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 17 | 1 | 0.03% | 0.06% | 0.10% | Q4 2018 | Q2 2023 | 18 |
OLD MISSION CAPITAL LLC | 7 | 1 | 0.03% | 0.46% | 1.64% | Q1 2015 | Q4 2022 | 18 |
Hudock, Inc. | 18 | 18 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2022 | 18 |
SIGNET FINANCIAL MANAGEMENT, LLC | 17 | 1 | 0.03% | 1.44% | 1.78% | Q2 2015 | Q4 2021 | 18 |
Paulson Wealth Management Inc. | 10 | 1 | 0.14% | 0.24% | 0.52% | Q4 2017 | Q3 2022 | 18 |
CNB Bank | 18 | 18 | 0.02% | 0.04% | 0.05% | Q2 2019 | Q3 2023 | 18 |
NEEDHAM INVESTMENT MANAGEMENT LLC | 17 | 17 | 0.11% | 0.22% | 0.30% | Q3 2018 | Q3 2022 | 17 |
NICOLA WEALTH MANAGEMENT LTD. | 16 | 1 | 0.09% | 0.52% | 1.53% | Q1 2018 | Q3 2023 | 17 |
Moors & Cabot, Inc. | 17 | 17 | 0.03% | 0.13% | 0.21% | Q3 2019 | Q3 2023 | 17 |
RONALD BLUE & CO LLC | 17 | 17 | 0.00% | 0.05% | 0.08% | Q2 2013 | Q2 2017 | 17 |
FORSTA AP-FONDEN | 17 | 17 | 0.51% | 1.90% | 13.61% | Q4 2015 | Q4 2019 | 17 |
MILLER HOWARD INVESTMENTS INC /NY | 17 | 17 | 1.29% | 1.95% | 3.08% | Q1 2017 | Q1 2021 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q2 2017 | 17 |
Ayalon Insurance Comp Ltd. | 16 | 1 | 0.32% | 0.72% | 1.12% | Q1 2018 | Q4 2022 | 17 |
PERSONAL CFO SOLUTIONS, LLC | 17 | 17 | 0.08% | 0.32% | 0.67% | Q3 2019 | Q3 2023 | 17 |
Reynders McVeigh Capital Management, LLC | 17 | 17 | 0.03% | 0.06% | 0.10% | Q3 2019 | Q3 2023 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.13% | 0.30% | 0.52% | Q1 2018 | Q1 2022 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.27% | 0.62% | 0.88% | Q2 2013 | Q2 2017 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 1.29% | 2.33% | 3.82% | Q2 2013 | Q2 2017 | 17 |
TOWNSQUARE CAPITAL LLC | 17 | 17 | 0.01% | 0.03% | 0.08% | Q3 2019 | Q3 2023 | 17 |
Somerset Trust Co | 13 | 1 | 0.00% | 0.09% | 0.16% | Q1 2017 | Q4 2023 | 17 |
THRIVENT FINANCIAL FOR LUTHERANS | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 17 |
CITIZENS FINANCIAL GROUP INC/RI | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2020 | 17 |
Fairbanks Capital Management, Inc. | 17 | 17 | 0.23% | 0.83% | 1.39% | Q3 2019 | Q3 2023 | 17 |
COHEN & STEERS, INC. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
FOSTER & MOTLEY INC | 9 | 2 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q2 2023 | 17 |
ARK Investment Management | 15 | 2 | 0.00% | 0.40% | 1.32% | Q1 2018 | Q3 2023 | 17 |
First Dallas Securities Inc. | 11 | 6 | 0.18% | 0.47% | 1.16% | Q4 2016 | Q2 2023 | 17 |
Harvest Fund Management Co., Ltd | 13 | 4 | 0.01% | 0.13% | 0.46% | Q4 2018 | Q3 2023 | 17 |
NORGES BANK | 14 | 1 | 0.00% | 0.01% | 0.01% | Q2 2012 | Q4 2022 | 17 |
LEUTHOLD GROUP, LLC | 12 | 5 | 0.02% | 0.28% | 0.49% | Q2 2014 | Q4 2018 | 17 |
MYCIO WEALTH PARTNERS, LLC | 14 | 1 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2018 | 17 |
MARSICO CAPITAL MANAGEMENT LLC | 14 | 3 | 0.13% | 1.03% | 3.35% | Q2 2013 | Q3 2023 | 17 |
Richard P Slaughter Associates Inc | 17 | 17 | 0.40% | 0.79% | 1.37% | Q4 2019 | Q4 2023 | 17 |
Hardman Johnston Global Advisors LLC | 15 | 2 | 0.01% | 2.03% | 9.27% | Q2 2013 | Q3 2023 | 17 |
Sound View Wealth Advisors Group, LLC | 14 | 3 | 0.05% | 0.08% | 0.10% | Q2 2019 | Q3 2023 | 17 |
RMB Capital Management, LLC | 14 | 1 | 0.01% | 0.17% | 0.50% | Q2 2013 | Q4 2020 | 17 |
PATHSTONE FAMILY OFFICE, LLC | 12 | 1 | 0.00% | 0.07% | 0.15% | Q3 2014 | Q3 2023 | 17 |
BDO Wealth Advisors, LLC | 14 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 17 |
Venturi Wealth Management, LLC | 15 | 1 | 0.04% | 0.14% | 0.20% | Q4 2018 | Q3 2023 | 17 |
Quantitative Investment Management, LLC | 3 | 1 | 0.03% | 0.36% | 1.64% | Q2 2013 | Q3 2023 | 17 |
Doyle Wealth Management | 16 | 16 | 0.95% | 1.90% | 2.70% | Q4 2018 | Q3 2022 | 16 |
Ethic Inc. | 16 | 16 | 0.18% | 0.31% | 0.45% | Q4 2019 | Q3 2023 | 16 |
WHALEROCK POINT PARTNERS, LLC | 16 | 16 | 0.11% | 0.16% | 0.24% | Q4 2019 | Q3 2023 | 16 |
Wealth Alliance | 16 | 16 | 0.11% | 0.30% | 0.77% | Q4 2019 | Q3 2023 | 16 |
Lavaca Capital LLC | 7 | 2 | 0.01% | 0.19% | 0.72% | Q4 2018 | Q3 2023 | 16 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Horizon Investments, LLC | 11 | 5 | 0.01% | 0.22% | 0.34% | Q2 2013 | Q2 2022 | 16 |
GIRARD PARTNERS LTD. | 13 | 1 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q3 2023 | 16 |
Quilter Plc | 16 | 16 | 0.05% | 1.80% | 2.60% | Q4 2019 | Q3 2023 | 16 |
Harbour Capital Advisors, LLC | 12 | 4 | 0.10% | 0.21% | 0.27% | Q4 2019 | Q4 2023 | 16 |
Ruane, Cunniff & Goldfarb L.P. | 16 | 16 | 2.14% | 5.92% | 7.78% | Q4 2019 | Q3 2023 | 16 |
London & Capital Asset Management Ltd | 16 | 16 | 0.04% | 1.84% | 3.78% | Q4 2019 | Q3 2023 | 16 |
Cedar Wealth Management, LLC | 16 | 16 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Lowe Wealth Advisors, LLC | 10 | 6 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2023 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 16 |
JENNISON ASSOCIATES LLC | 13 | 3 | 0.00% | 0.44% | 1.17% | Q3 2019 | Q3 2023 | 16 |
Savior LLC | 16 | 16 | 0.04% | 1.08% | 2.44% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.07% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.04% | 0.09% | 0.46% | Q4 2019 | Q3 2023 | 16 |
WEALTHSOURCE PARTNERS, LLC | 12 | 4 | 0.02% | 0.11% | 0.19% | Q2 2016 | Q3 2022 | 16 |
Strategic Wealth Partners, Ltd. | 8 | 8 | 0.00% | 0.25% | 0.62% | Q4 2017 | Q1 2022 | 16 |
KEYWISE CAPITAL MANAGEMENT (HK) Ltd | 16 | 16 | 3.00% | 15.96% | 39.97% | Q4 2019 | Q3 2023 | 16 |
Full Sail Capital, LLC | 13 | 3 | 0.02% | 0.10% | 0.20% | Q1 2019 | Q3 2023 | 16 |
Endurance Wealth Management, Inc. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2023 | 16 |
M&G INVESTMENT MANAGEMENT LTD | 16 | 16 | 0.08% | 0.13% | 0.23% | Q4 2019 | Q3 2023 | 16 |
MATRIX PRIVATE CAPITAL GROUP LLC | 16 | 16 | 0.21% | 0.43% | 0.68% | Q4 2019 | Q3 2023 | 16 |
Trust Investment Advisors | 16 | 16 | 1.38% | 1.82% | 2.43% | Q4 2019 | Q3 2023 | 16 |
Financial Management Professionals, Inc. | 14 | 2 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 16 |
Realta Investment Advisors | 12 | 4 | 0.02% | 0.08% | 0.15% | Q1 2019 | Q3 2023 | 16 |
EDGE ASSET MANAGEMENT, INC | 16 | 16 | 0.29% | 0.63% | 0.86% | Q2 2013 | Q1 2017 | 16 |
DRW Securities, LLC | 5 | 1 | 0.01% | 0.19% | 0.78% | Q4 2018 | Q3 2023 | 16 |
CAPTRUST FINANCIAL ADVISORS | 16 | 16 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.02% | 0.20% | 0.44% | Q4 2019 | Q3 2023 | 16 |
First Pacific Advisors, LP | 13 | 3 | 0.00% | 0.07% | 0.24% | Q4 2013 | Q3 2020 | 16 |
LA FINANCIERE DE L'ECHIQUIER | 15 | 1 | 0.58% | 2.34% | 3.69% | Q4 2016 | Q3 2023 | 16 |
Marks Group Wealth Management, Inc | 16 | 16 | 0.08% | 0.14% | 0.28% | Q4 2019 | Q3 2023 | 16 |
ALPS ADVISORS INC | 6 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 16 |
Trexquant Investment LP | 6 | 1 | 0.03% | 0.20% | 0.56% | Q4 2014 | Q1 2023 | 16 |
Somerset Capital Management LLP | 16 | 16 | 1.38% | 1.81% | 2.39% | Q4 2017 | Q3 2021 | 16 |
9258 Wealth Management, LLC | 16 | 16 | 0.22% | 0.36% | 0.52% | Q4 2019 | Q3 2023 | 16 |
VALLEY NATIONAL ADVISERS INC | 11 | 1 | 0.00% | 0.19% | 0.56% | Q1 2015 | Q3 2023 | 16 |
Veracity Capital LLC | 16 | 16 | 0.15% | 0.24% | 0.42% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.12% | 0.24% | 0.43% | Q4 2019 | Q3 2023 | 16 |
AE Wealth Management LLC | 16 | 16 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
EFG Asset Management (Americas) Corp. | 11 | 5 | 0.08% | 0.26% | 0.49% | Q4 2017 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.07% | 0.12% | 0.18% | Q4 2019 | Q3 2023 | 16 |
CAPITAL ONE, NATIONAL ASSOCIATION | 13 | 3 | 0.02% | 0.03% | 0.06% | Q4 2013 | Q2 2018 | 16 |
Sargent Bickham Lagudis LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2022 | 16 |
Gemmer Asset Management LLC | 15 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2022 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2017 | 16 |
Lombard Odier Asset Management (Switzerland) SA | 7 | 2 | 0.02% | 0.13% | 0.31% | Q2 2014 | Q1 2023 | 16 |
Nationwide Fund Advisors | 8 | 2 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2017 | 16 |
SVB WEALTH LLC | 16 | 16 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Birch Capital Management, LLC | 16 | 16 | 0.29% | 0.48% | 0.71% | Q4 2019 | Q3 2023 | 16 |
BERKSHIRE CAPITAL HOLDINGS INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Semmax Financial Advisors Inc. | 10 | 1 | 0.00% | 0.34% | 0.67% | Q4 2018 | Q3 2023 | 16 |
TSFG, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 16 |
EVOKE WEALTH, LLC | 13 | 3 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2017 | 16 |
EAGLE GLOBAL ADVISORS LLC | 16 | 16 | 0.02% | 0.22% | 0.34% | Q4 2019 | Q3 2023 | 16 |
Tower View Wealth Management LLC | 16 | 16 | 0.82% | 2.73% | 3.39% | Q4 2019 | Q3 2023 | 16 |
Perkins Coie Trust Co | 12 | 4 | 0.00% | 0.05% | 0.10% | Q2 2019 | Q3 2023 | 16 |
HighTower Trust Company, N.A. | 14 | 2 | 0.02% | 0.08% | 0.11% | Q4 2015 | Q1 2022 | 16 |
MATHER GROUP, LLC. | 16 | 16 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Point72 Asset Management, L.P. | 9 | 1 | 0.00% | 0.21% | 0.56% | Q3 2015 | Q3 2023 | 16 |
Hyperion Capital Advisors LP | 16 | 16 | 0.22% | 3.47% | 6.29% | Q4 2019 | Q3 2023 | 16 |
Mirova US LLC | 16 | 16 | 3.54% | 4.62% | 6.11% | Q4 2019 | Q3 2023 | 16 |
Capital Advisory Group Advisory Services, LLC | 9 | 7 | 0.01% | 0.04% | 0.11% | Q1 2018 | Q1 2022 | 16 |
ARGA Investment Management, LP | 8 | 4 | 0.04% | 6.41% | 13.81% | Q4 2013 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.04% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Lehman Financial Resources, Inc. | 12 | 4 | 0.05% | 0.08% | 0.15% | Q4 2012 | Q2 2018 | 16 |
SHELL ASSET MANAGEMENT CO | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2017 | 15 |
MONETARY MANAGEMENT GROUP INC | 15 | 15 | 0.02% | 0.05% | 0.09% | Q1 2020 | Q3 2023 | 15 |
Brookstone Capital Management | 13 | 2 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q3 2023 | 15 |
Capital Analysts, LLC | 12 | 1 | 0.00% | 0.01% | 0.11% | Q1 2015 | Q3 2023 | 15 |
Jaffetilchin Investment Partners, LLC | 13 | 2 | 0.05% | 0.20% | 0.37% | Q4 2014 | Q2 2019 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.03% | 0.04% | 0.05% | Q2 2016 | Q4 2019 | 15 |
Central Asset Investments & Management Holdings (HK) Ltd | 8 | 1 | 0.41% | 3.19% | 5.79% | Q2 2013 | Q3 2023 | 15 |
NATIXIS | 9 | 1 | 0.00% | 0.06% | 0.55% | Q2 2014 | Q3 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q4 2016 | 15 |
SUMMITRY LLC | 15 | 15 | 0.20% | 1.82% | 4.23% | Q1 2020 | Q3 2023 | 15 |
Nicholas Investment Partners, LP | 15 | 15 | 0.05% | 0.21% | 0.50% | Q1 2020 | Q3 2023 | 15 |
Phoenix Holdings Ltd. | 15 | 15 | 0.03% | 0.66% | 1.43% | Q1 2020 | Q3 2023 | 15 |
Timber Creek Capital Management LLC | 15 | 15 | 1.57% | 2.25% | 3.08% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.04% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Northeast Financial Consultants Inc | 14 | 1 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q3 2023 | 15 |
Acropolis Investment Management, LLC | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.02% | 0.04% | 0.10% | Q2 2013 | Q4 2016 | 15 |
Zurich Insurance Group Ltd/FI | 15 | 15 | 0.01% | 0.36% | 1.13% | Q1 2017 | Q3 2020 | 15 |
WESPAC Advisors, LLC | 8 | 1 | 0.21% | 1.21% | 1.86% | Q4 2016 | Q3 2023 | 15 |
SHINE INVESTMENT ADVISORY SERVICES INC | 15 | 15 | 0.14% | 0.17% | 0.20% | Q1 2017 | Q3 2020 | 15 |
LMR Partners LLP | 7 | 1 | 0.01% | 2.86% | 13.45% | Q3 2016 | Q3 2023 | 15 |
TOMPKINS FINANCIAL CORP | 10 | 5 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q4 2023 | 15 |
Chevy Chase Trust Holdings, LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
Qtron Investments LLC | 15 | 15 | 0.08% | 0.63% | 1.43% | Q1 2020 | Q3 2023 | 15 |
OppenheimerFunds, Inc. | 11 | 4 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q1 2019 | 15 |
RITHOLTZ WEALTH MANAGEMENT | 15 | 15 | 0.06% | 0.23% | 0.30% | Q1 2020 | Q3 2023 | 15 |
NOESIS CAPITAL MANGEMENT CORP | 15 | 15 | 1.99% | 2.50% | 3.04% | Q1 2020 | Q3 2023 | 15 |
Rikoon Group, LLC | 15 | 15 | 0.22% | 0.40% | 0.62% | Q3 2017 | Q1 2021 | 15 |
DELTA LLOYD NV | 10 | 5 | 0.14% | 0.30% | 0.48% | Q2 2013 | Q1 2017 | 15 |
Covenant Partners, LLC | 15 | 15 | 0.37% | 0.68% | 0.98% | Q1 2019 | Q3 2022 | 15 |
WASATCH ADVISORS LP | 8 | 3 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q2 2018 | 15 |
WINTON GROUP Ltd | 9 | 1 | 0.01% | 0.09% | 0.30% | Q4 2017 | Q2 2022 | 15 |
ISLAY CAPITAL MANAGEMENT, LLC | 15 | 15 | 0.01% | 0.07% | 0.33% | Q1 2020 | Q3 2023 | 15 |
HANCOCK WHITNEY CORP | 15 | 15 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Americana Partners, LLC | 13 | 2 | 0.10% | 0.21% | 0.27% | Q4 2019 | Q3 2023 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Optimus Prime Fund Management Co., Ltd. | 15 | 15 | 0.36% | 7.39% | 16.82% | Q1 2020 | Q3 2023 | 15 |
Blueshift Asset Management, LLC | 10 | 1 | 0.03% | 0.26% | 0.54% | Q2 2019 | Q3 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
CHOREO, LLC | 8 | 1 | 0.01% | 0.03% | 0.05% | Q3 2016 | Q3 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.10% | 0.15% | 0.22% | Q1 2020 | Q3 2023 | 15 |
A. D. Beadell Investment Counsel, Inc. | 15 | 15 | 0.25% | 2.44% | 3.72% | Q1 2020 | Q3 2023 | 15 |
Maj Invest Holding A/S | 15 | 15 | 3.60% | 6.68% | 9.26% | Q1 2015 | Q3 2018 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2023 | 15 |
Laurel Wealth Advisors, Inc. | 10 | 1 | 0.01% | 0.24% | 0.51% | Q4 2015 | Q4 2022 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Pacifica Partners Inc. | 15 | 15 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q4 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q4 2016 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Cornerstone Wealth Management, LLC | 9 | 1 | 0.01% | 0.04% | 0.05% | Q2 2018 | Q3 2023 | 15 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.03% | 0.22% | 0.55% | Q4 2014 | Q2 2023 | 15 |
Sigma Planning Corp | 13 | 2 | 0.01% | 0.03% | 0.08% | Q1 2015 | Q3 2023 | 15 |
Procyon Advisors, LLC | 11 | 4 | 0.04% | 0.09% | 0.17% | Q4 2019 | Q3 2023 | 15 |
DAVENPORT & Co LLC | 10 | 5 | 0.00% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 15 |
Orion Portfolio Solutions, LLC | 12 | 3 | 0.00% | 0.05% | 0.18% | Q4 2019 | Q3 2023 | 15 |
Manchester Capital Management LLC | 15 | 15 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
COMERICA SECURITIES INC | 11 | 4 | 0.08% | 0.18% | 0.54% | Q4 2014 | Q4 2018 | 15 |
Perpetual Ltd | 8 | 1 | 0.17% | 1.10% | 2.03% | Q1 2013 | Q3 2023 | 15 |
Teamwork Financial Advisors, LLC | 15 | 15 | 0.05% | 0.34% | 0.72% | Q1 2020 | Q3 2023 | 15 |
Knights of Columbus Asset Advisors LLC | 15 | 15 | 0.06% | 0.15% | 0.39% | Q1 2020 | Q3 2023 | 15 |
Legato Capital Management LLC | 10 | 1 | 0.42% | 2.89% | 12.01% | Q2 2015 | Q3 2022 | 15 |
Stillwater Investment Management, LLC | 15 | 15 | 0.09% | 0.12% | 0.16% | Q3 2019 | Q1 2023 | 15 |
Independent Advisor Alliance | 15 | 15 | 0.00% | 0.07% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.12% | 0.48% | 1.28% | Q1 2020 | Q3 2023 | 15 |
Nichols Asset Management LLC | 15 | 15 | 0.05% | 0.18% | 0.70% | Q2 2013 | Q4 2016 | 15 |
Morse Asset Management, Inc | 10 | 1 | 0.09% | 0.38% | 0.84% | Q3 2017 | Q3 2023 | 15 |
BRADLEY FOSTER & SARGENT INC/CT | 13 | 2 | 0.04% | 0.09% | 0.21% | Q4 2019 | Q3 2023 | 15 |
Corient Capital Partners, LLC | 15 | 15 | 0.05% | 0.08% | 0.10% | Q1 2019 | Q3 2022 | 15 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 9 | 6 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2019 | 15 |
Farmers & Merchants Trust Co of Chambersburg PA | 11 | 4 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 15 |
Chicago Capital, LLC | 15 | 15 | 0.70% | 1.02% | 1.59% | Q1 2020 | Q3 2023 | 15 |
ExodusPoint Capital Management, LP | 7 | 2 | 0.01% | 0.08% | 0.23% | Q3 2019 | Q2 2023 | 15 |
Steigerwald, Gordon & Koch Inc. | 14 | 1 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 15 |
MILES CAPITAL, INC. | 15 | 15 | 0.14% | 0.22% | 0.28% | Q3 2016 | Q1 2020 | 15 |
Kingfisher Capital LLC | 15 | 15 | 0.40% | 0.81% | 1.29% | Q1 2020 | Q3 2023 | 15 |
Artemis Investment Management LLP | 8 | 1 | 0.00% | 0.03% | 0.29% | Q3 2018 | Q3 2023 | 14 |
BANCORPSOUTH INC | 14 | 14 | 0.02% | 0.03% | 0.05% | Q2 2014 | Q3 2017 | 14 |
Proficio Capital Partners LLC | 13 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q2 2019 | 14 |
JENSEN INVESTMENT MANAGEMENT INC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 10 | 1 | 0.00% | 0.02% | 0.05% | Q2 2014 | Q4 2022 | 14 |
Segantii Capital Management Ltd | 6 | 1 | 0.01% | 30.09% | 77.41% | Q4 2013 | Q4 2022 | 14 |
Global X Management CO LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2017 | 14 |
Global Trust Asset Management, LLC | 13 | 1 | 0.04% | 0.11% | 0.31% | Q4 2019 | Q3 2023 | 14 |
Marquette Asset Management, LLC | 14 | 14 | 0.04% | 0.07% | 0.09% | Q1 2019 | Q2 2022 | 14 |
Penobscot Investment Management Company, Inc. | 13 | 1 | 0.04% | 0.12% | 0.20% | Q4 2019 | Q3 2023 | 14 |
Qube Research & Technologies Ltd | 8 | 1 | 0.01% | 0.19% | 0.88% | Q3 2018 | Q3 2023 | 14 |
Wambolt & Associates, LLC | 14 | 14 | 0.27% | 0.44% | 0.74% | Q2 2020 | Q3 2023 | 14 |
Summit Global Investments | 14 | 14 | 0.04% | 0.26% | 0.46% | Q2 2020 | Q3 2023 | 14 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 11 | 3 | 0.16% | 0.55% | 0.85% | Q3 2019 | Q3 2023 | 14 |
Giverny Capital | 14 | 14 | 0.03% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 14 |
GREAT VALLEY ADVISOR GROUP, INC. | 14 | 14 | 0.02% | 0.06% | 0.15% | Q2 2020 | Q3 2023 | 14 |
Archer Investment Corp | 9 | 5 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 14 |
THOMPSON SIEGEL & WALMSLEY LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2019 | 14 |
OFI Advisors LLC | 6 | 4 | 0.01% | 0.01% | 0.02% | Q3 2011 | Q3 2015 | 14 |
CAMBRIDGE TRUST CO | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
RMR Wealth Builders | 7 | 1 | 0.08% | 0.17% | 0.36% | Q4 2019 | Q3 2023 | 14 |
Asset Dedication, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 14 |
TUDOR INVESTMENT CORP ET AL | 7 | 1 | 0.01% | 0.08% | 0.17% | Q3 2015 | Q3 2023 | 14 |
1st Global Advisors, Inc. | 14 | 14 | 0.29% | 0.40% | 0.46% | Q1 2014 | Q2 2017 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q3 2016 | 14 |
FIRST HAWAIIAN BANK | 8 | 1 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q1 2023 | 14 |
Perennial Investment Advisors, LLC | 13 | 13 | 0.00% | 0.28% | 0.59% | Q3 2020 | Q3 2023 | 14 |
Bruderman Asset Management, LLC | 8 | 1 | 0.02% | 0.31% | 0.84% | Q1 2015 | Q1 2019 | 14 |
TT INTERNATIONAL | 7 | 1 | 0.08% | 1.69% | 10.81% | Q2 2013 | Q3 2020 | 14 |
Koshinski Asset Management, Inc. | 13 | 1 | 0.03% | 0.05% | 0.17% | Q2 2015 | Q3 2023 | 14 |
TCTC Holdings, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Arkadios Wealth Advisors | 12 | 2 | 0.01% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 14 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 13 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2020 | 14 |
Prudent Man Advisors, LLC | 14 | 14 | 0.11% | 0.17% | 0.24% | Q2 2020 | Q3 2023 | 14 |
abrdn Investment Management Ltd | 14 | 14 | 0.00% | 0.05% | 0.12% | Q1 2014 | Q2 2017 | 14 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 14 | 14 | 0.00% | 0.02% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Martin Investment Management, LLC | 14 | 14 | 0.11% | 0.32% | 0.47% | Q2 2020 | Q3 2023 | 14 |
HighPoint Advisor Group LLC | 7 | 1 | 0.05% | 0.06% | 0.09% | Q4 2017 | Q2 2022 | 14 |
Mint Tower Capital Management B.V. | 3 | 1 | 0.00% | 0.11% | 0.19% | Q4 2017 | Q2 2023 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2016 | 14 |
Integrated Wealth Concepts LLC | 12 | 2 | 0.01% | 0.03% | 0.07% | Q2 2019 | Q3 2023 | 14 |
MEEDER ASSET MANAGEMENT INC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2022 | 14 |
BSW Wealth Partners | 14 | 14 | 0.12% | 0.28% | 0.39% | Q2 2020 | Q3 2023 | 14 |
Sargent Investment Group, LLC | 14 | 14 | 0.06% | 0.10% | 0.15% | Q2 2020 | Q3 2023 | 14 |
GUARDIAN CAPITAL LP | 8 | 2 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q4 2021 | 14 |
Csenge Advisory Group | 12 | 2 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q2 2023 | 14 |
JONES FINANCIAL COMPANIES LLLP | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Douglass Winthrop Advisors, LLC | 14 | 14 | 0.01% | 0.14% | 0.22% | Q2 2020 | Q3 2023 | 14 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 7 | 3 | 0.00% | 0.06% | 0.18% | Q3 2018 | Q3 2023 | 14 |
FAYEZ SAROFIM & CO | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
STRS OHIO | 13 | 1 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q4 2016 | 14 |
Geneva Advisors, LLC | 14 | 14 | 0.01% | 0.03% | 0.07% | Q1 2014 | Q2 2017 | 14 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 14 | 14 | 0.12% | 0.18% | 0.21% | Q2 2020 | Q3 2023 | 14 |
Cetera Advisors LLC | 14 | 14 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
FORTE CAPITAL LLC /ADV | 14 | 14 | 0.05% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Matterhorn Capital Management, LLC | 14 | 14 | 0.50% | 1.19% | 1.54% | Q2 2013 | Q3 2016 | 14 |
JANICZEK WEALTH MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.17% | 0.27% | Q2 2020 | Q3 2023 | 14 |
GM Advisory Group, LLC | 14 | 14 | 0.07% | 0.10% | 0.17% | Q2 2020 | Q3 2023 | 14 |
PDS Planning, Inc | 14 | 14 | 0.12% | 0.19% | 0.24% | Q2 2020 | Q3 2023 | 14 |
Capital Advisors, Ltd. LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Marshall Wace North America L.P. | 9 | 1 | 0.00% | 0.23% | 0.54% | Q1 2017 | Q3 2021 | 14 |
PICTON MAHONEY ASSET MANAGEMENT | 10 | 1 | 0.01% | 0.08% | 0.19% | Q1 2016 | Q3 2023 | 14 |
Wealthcare Advisory Partners LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 14 |
Prospera Financial Services Inc | 13 | 1 | 0.01% | 0.09% | 0.24% | Q4 2019 | Q3 2023 | 14 |
James Hambro & Partners | 14 | 14 | 1.31% | 4.47% | 6.78% | Q2 2020 | Q3 2023 | 14 |
Kistler-Tiffany Companies, LLC | 13 | 1 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q2 2023 | 14 |
Oakworth Capital, Inc. | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2019 | 14 |
I.G. INVESTMENT MANAGEMENT, LTD. | 14 | 14 | 0.05% | 0.08% | 0.12% | Q2 2013 | Q3 2016 | 14 |
Voya Financial Advisors, Inc. | 13 | 1 | 0.01% | 0.18% | 0.29% | Q4 2019 | Q3 2023 | 14 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 14 | 14 | 0.04% | 0.16% | 0.32% | Q2 2020 | Q3 2023 | 14 |
Main Street Research LLC | 4 | 1 | 0.02% | 0.98% | 1.88% | Q2 2013 | Q4 2021 | 13 |
Wealthspire Advisors, L.P. | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2020 | 13 |
EXENCIAL WEALTH ADVISORS, LLC | 13 | 13 | 0.02% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.03% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 13 |
SIMON QUICK ADVISORS, LLC | 5 | 2 | 0.00% | 0.05% | 0.49% | Q4 2016 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.03% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 13 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 7 | 7 | 0.58% | 3.30% | 8.04% | Q2 2020 | Q4 2021 | 13 |
DEARBORN PARTNERS LLC | 7 | 3 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 13 |
Wealthspire Advisors, LLC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 13 |
Clearstead Trust, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 13 |
GUYASUTA INVESTMENT ADVISORS INC | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Green Alpha Advisors, LLC | 13 | 13 | 1.24% | 1.98% | 3.70% | Q4 2020 | Q4 2023 | 13 |
Souders Financial Advisors | 13 | 13 | 0.09% | 0.18% | 0.30% | Q3 2020 | Q3 2023 | 13 |
J.W. COLE ADVISORS, INC. | 13 | 13 | 0.03% | 0.05% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Great Diamond Partners, LLC | 12 | 1 | 0.04% | 0.11% | 0.15% | Q4 2019 | Q3 2023 | 13 |
Savant Capital, LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
MARIETTA INVESTMENT PARTNERS LLC | 13 | 13 | 0.22% | 0.96% | 2.14% | Q4 2019 | Q4 2022 | 13 |
Waldron Private Wealth LLC | 13 | 13 | 0.02% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 13 |
MADISON WEALTH MANAGEMENT | 11 | 11 | 0.14% | 0.32% | 0.62% | Q1 2021 | Q3 2023 | 13 |
Holistic Financial Partners | 11 | 2 | 0.04% | 0.20% | 0.28% | Q4 2017 | Q3 2023 | 13 |
LOOMIS SAYLES & CO L P | 12 | 1 | 0.00% | 0.19% | 0.24% | Q1 2020 | Q3 2023 | 13 |
Waverly Advisors, LLC | 7 | 2 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 13 |
Morningstar Investment Services LLC | 13 | 13 | 0.87% | 1.14% | 1.42% | Q3 2020 | Q3 2023 | 13 |
HRT FINANCIAL LP | 4 | 1 | 0.00% | 0.36% | 1.83% | Q3 2015 | Q3 2023 | 13 |
Allen Investment Management, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Tredje AP-fonden | 12 | 1 | 0.10% | 0.15% | 0.25% | Q3 2019 | Q3 2023 | 13 |
MIRABELLA FINANCIAL SERVICES LLP | 10 | 1 | 0.03% | 0.31% | 0.95% | Q1 2020 | Q3 2023 | 13 |
NVWM, LLC | 12 | 1 | 0.02% | 0.04% | 0.30% | Q1 2020 | Q3 2023 | 13 |
Avidian Wealth Solutions, LLC | 13 | 13 | 0.02% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Weiss Multi-Strategy Advisers LLC | 5 | 1 | 0.02% | 0.10% | 0.22% | Q2 2014 | Q2 2023 | 13 |
BOWEN HANES & CO INC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
HighMark Wealth Management LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 13 |
CIBC BANK USA | 13 | 13 | 0.04% | 0.05% | 0.07% | Q4 2016 | Q4 2019 | 13 |
Lenox Wealth Management, Inc. | 13 | 13 | 0.83% | 1.42% | 1.86% | Q2 2017 | Q2 2020 | 13 |
Founders Capital Management | 13 | 13 | 0.02% | 0.09% | 0.36% | Q4 2020 | Q4 2023 | 13 |
Dalton Investments LLC | 13 | 13 | 1.66% | 2.98% | 4.20% | Q1 2019 | Q1 2022 | 13 |
Financial Partners Group, Inc | 9 | 4 | 0.04% | 0.08% | 0.14% | Q2 2020 | Q3 2023 | 13 |
SteelPeak Wealth, LLC | 13 | 13 | 0.02% | 0.06% | 0.13% | Q3 2020 | Q3 2023 | 13 |
Virtue Capital Management, LLC | 13 | 13 | 0.04% | 0.08% | 0.11% | Q3 2020 | Q3 2023 | 13 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2023 | 13 |
EXCHANGE TRADED CONCEPTS, LLC | 13 | 13 | 0.04% | 0.32% | 0.66% | Q4 2020 | Q4 2023 | 13 |
Banco de Sabadell, S.A | 13 | 13 | 0.18% | 0.98% | 2.06% | Q1 2018 | Q1 2021 | 13 |
Polaris Wealth Advisory Group, LLC | 7 | 1 | 0.00% | 0.36% | 0.51% | Q3 2018 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.03% | 0.07% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Virtu KCG Holdings LLC | 11 | 2 | 0.00% | 0.03% | 0.12% | Q3 2013 | Q1 2017 | 13 |
Advisor OS, LLC | 9 | 4 | 0.05% | 0.31% | 0.66% | Q2 2020 | Q3 2023 | 13 |
Capital Investment Advisory Services, LLC | 8 | 1 | 0.00% | 0.09% | 0.31% | Q4 2018 | Q3 2023 | 13 |
Western Wealth Management, LLC | 8 | 5 | 0.02% | 0.06% | 0.13% | Q2 2020 | Q3 2023 | 13 |
Walleye Capital LLC | 5 | 1 | 0.01% | 0.04% | 0.16% | Q3 2018 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.03% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Aviance Capital Partners, LLC | 13 | 13 | 0.05% | 0.07% | 0.09% | Q3 2020 | Q3 2023 | 13 |
TPI Fund Managers Ltd | 13 | 13 | 1.67% | 2.87% | 3.86% | Q2 2019 | Q2 2022 | 13 |
BEACON FINANCIAL GROUP | 13 | 13 | 0.08% | 0.10% | 0.14% | Q3 2020 | Q3 2023 | 13 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 13 | 13 | 0.01% | 0.20% | 0.44% | Q3 2020 | Q3 2023 | 13 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 1 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q1 2023 | 13 |
ZACKS INVESTMENT MANAGEMENT | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Moloney Securities Asset Management, LLC | 13 | 13 | 0.05% | 0.09% | 0.12% | Q3 2020 | Q3 2023 | 13 |
ALTA CAPITAL MANAGEMENT LLC/ | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
GENERAL ELECTRIC CO | 13 | 13 | 0.01% | 0.11% | 0.43% | Q2 2013 | Q2 2016 | 13 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
JFB Holdings Corp | 13 | 13 | 2.19% | 2.67% | 3.49% | Q3 2013 | Q3 2016 | 13 |
MONETA GROUP INVESTMENT ADVISORS LLC | 12 | 1 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 13 |
Stokes Family Office, LLC | 13 | 13 | 0.08% | 0.12% | 0.17% | Q3 2020 | Q3 2023 | 13 |
TRUST CO OF VERMONT | 6 | 1 | 0.00% | 0.01% | 0.11% | Q2 2016 | Q3 2023 | 13 |
Bach Option Ltd | 5 | 1 | 0.11% | 0.28% | 0.51% | Q2 2018 | Q4 2019 | 13 |
Edmonds Duncan Registered Investment Advisors, LLC | 13 | 13 | 0.09% | 0.11% | 0.15% | Q3 2020 | Q3 2023 | 13 |
Allen Capital Group, LLC | 10 | 3 | 0.15% | 0.39% | 0.65% | Q2 2020 | Q3 2023 | 13 |
MARINO, STRAM & ASSOCIATES LLC | 8 | 1 | 0.00% | 0.11% | 0.40% | Q2 2018 | Q3 2023 | 13 |
Principle Wealth Partners LLC | 12 | 1 | 0.03% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 13 |
Liberty Mutual Group Asset Management Inc. | 12 | 1 | 0.01% | 0.04% | 0.08% | Q4 2014 | Q3 2018 | 13 |
Foundations Investment Advisors, LLC | 13 | 13 | 0.04% | 0.10% | 0.21% | Q3 2020 | Q3 2023 | 13 |
Dynamic Technology Lab Private Ltd | 6 | 1 | 0.04% | 0.12% | 0.29% | Q4 2015 | Q2 2022 | 13 |
NEWGATE CAPITAL MANAGEMENT LLC | 13 | 13 | 0.78% | 2.22% | 4.43% | Q2 2013 | Q2 2016 | 13 |
SCHOLTZ & COMPANY, LLC | 13 | 13 | 0.90% | 1.78% | 2.38% | Q2 2020 | Q2 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.11% | 0.14% | 0.18% | Q3 2020 | Q3 2023 | 13 |
BARING ASSET MANAGEMENT Ltd | 13 | 13 | 2.48% | 3.38% | 4.06% | Q3 2014 | Q3 2017 | 13 |
Susquehanna International Group Ltd. | 9 | 1 | 0.29% | 4.11% | 12.32% | Q4 2018 | Q3 2023 | 13 |
Mizuho Securities Co. Ltd. | 7 | 1 | 0.00% | 3.95% | 29.01% | Q4 2018 | Q3 2023 | 13 |
Aperture Investors, LLC | 12 | 1 | 0.37% | 0.80% | 1.09% | Q1 2020 | Q3 2023 | 13 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 8 | 5 | 0.02% | 0.06% | 0.09% | Q2 2014 | Q1 2022 | 13 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Financial Advocates Investment Management | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Certified Advisory Corp | 11 | 1 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q1 2021 | 12 |
Beacon Pointe Advisors, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
LFA - Lugano Financial Advisors SA | 10 | 2 | 0.02% | 0.66% | 1.12% | Q3 2018 | Q3 2023 | 12 |
KANALY TRUST CO | 7 | 5 | 0.00% | 0.04% | 0.10% | Q4 2013 | Q4 2016 | 12 |
FIRST FOUNDATION ADVISORS | 12 | 12 | 0.01% | 0.44% | 0.83% | Q3 2020 | Q2 2023 | 12 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 12 | 12 | 0.11% | 0.27% | 0.41% | Q4 2020 | Q3 2023 | 12 |
American Beacon Advisors, Inc. | 9 | 3 | 2.84% | 10.71% | 16.59% | Q4 2018 | Q1 2022 | 12 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 9 | 1 | 0.01% | 0.21% | 0.44% | Q2 2013 | Q4 2018 | 12 |
CENTAURUS FINANCIAL, INC. | 11 | 1 | 0.00% | 0.03% | 0.07% | Q2 2018 | Q3 2023 | 12 |
STEVENS CAPITAL MANAGEMENT LP | 6 | 1 | 0.02% | 0.08% | 0.38% | Q4 2013 | Q4 2019 | 12 |
ROCKEFELLER FINANCIAL SERVICES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
GLG Partners LP | 10 | 2 | 0.05% | 0.95% | 3.96% | Q2 2013 | Q2 2016 | 12 |
QVT Financial LP | 6 | 6 | 0.35% | 0.71% | 1.15% | Q3 2013 | Q4 2016 | 12 |
Madison Asset Management, LLC | 12 | 12 | 0.04% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 12 |
BlackRock Investment Management, LLC | 11 | 1 | 0.00% | 0.02% | 0.07% | Q4 2013 | Q4 2016 | 12 |
A.R.T. Advisors, LLC | 8 | 1 | 0.02% | 0.11% | 0.25% | Q2 2013 | Q3 2019 | 12 |
Independent Portfolio Consultants, Inc. | 12 | 12 | 0.01% | 0.17% | 0.35% | Q3 2014 | Q2 2017 | 12 |
HighVista Strategies LLC | 11 | 1 | 0.12% | 0.43% | 0.88% | Q3 2018 | Q2 2023 | 12 |
Russell Clark Investment Management Ltd | 6 | 6 | 0.05% | 0.30% | 0.56% | Q2 2014 | Q3 2018 | 12 |
Geller Advisors LLC | 11 | 1 | 0.04% | 0.08% | 0.14% | Q1 2020 | Q3 2023 | 12 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 12 | 12 | 0.09% | 0.13% | 0.18% | Q4 2020 | Q3 2023 | 12 |
U S GLOBAL INVESTORS INC | 4 | 2 | 0.00% | 0.04% | 0.10% | Q1 2014 | Q1 2023 | 12 |
Arlington Partners LLC | 8 | 1 | 0.00% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 12 |
Choate Investment Advisors | 12 | 12 | 0.03% | 0.07% | 0.11% | Q4 2020 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.37% | 0.70% | 1.06% | Q2 2013 | Q1 2016 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
INTEGRAL DERIVATIVES, LLC | 4 | 1 | 0.01% | 0.01% | 0.05% | Q4 2013 | Q4 2017 | 12 |
TIEDEMANN ADVISORS, LLC | 6 | 2 | 0.01% | 0.06% | 0.10% | Q4 2016 | Q4 2021 | 12 |
Hemenway Trust Co LLC | 12 | 12 | 0.14% | 0.16% | 0.19% | Q1 2013 | Q4 2015 | 12 |
Axiom Investment Management LLC | 11 | 1 | 0.20% | 1.02% | 2.30% | Q3 2019 | Q3 2022 | 12 |
Clean Yield Group | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2022 | 12 |
FOX RUN MANAGEMENT, L.L.C. | 4 | 1 | 0.10% | 0.27% | 0.92% | Q2 2016 | Q3 2023 | 12 |
Holloway Wealth Management, LLC | 12 | 12 | 2.03% | 3.00% | 4.38% | Q2 2019 | Q1 2022 | 12 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 11 | 1 | 0.00% | 0.34% | 1.07% | Q2 2020 | Q2 2023 | 12 |
Magellan Asset Management Ltd | 10 | 2 | 0.00% | 0.10% | 0.36% | Q2 2017 | Q3 2023 | 12 |
EP Wealth Advisors, LLC | 7 | 1 | 0.01% | 0.02% | 0.14% | Q3 2019 | Q3 2023 | 12 |
RWA WEALTH PARTNERS, LLC | 8 | 4 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 12 |
Baystate Wealth Management LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
AMF Tjanstepension AB | 12 | 12 | 0.02% | 0.27% | 1.14% | Q4 2020 | Q3 2023 | 12 |
HoyleCohen, LLC | 11 | 1 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 12 |
Fiduciary Trust Co International of Pennsylvania | 11 | 1 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q1 2020 | 12 |
STEPH & CO | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
INVESTMENT HOUSE LLC | 8 | 4 | 0.02% | 0.03% | 0.14% | Q3 2020 | Q3 2023 | 12 |
BTG Pactual Global Asset Management Ltd | 3 | 1 | 0.02% | 1.18% | 2.88% | Q3 2020 | Q3 2022 | 12 |
Bard Financial Services, Inc. | 12 | 12 | 0.15% | 0.20% | 0.27% | Q4 2020 | Q3 2023 | 12 |
Perigon Wealth Management, LLC | 6 | 2 | 0.01% | 0.03% | 0.05% | Q3 2016 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
OAK FAMILY ADVISORS, LLC | 12 | 12 | 1.32% | 2.69% | 3.66% | Q4 2020 | Q3 2023 | 12 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.61% | 1.66% | 2.87% | Q4 2020 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 3.29% | 7.03% | 17.60% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.61% | 1.18% | 1.90% | Q4 2020 | Q3 2023 | 12 |
Latitude Advisors, LLC | 12 | 12 | 0.18% | 0.23% | 0.27% | Q4 2020 | Q3 2023 | 12 |
M. Kulyk & Associates, LLC | 12 | 12 | 1.48% | 2.04% | 2.99% | Q4 2020 | Q3 2023 | 12 |
Octavia Wealth Advisors, LLC | 12 | 12 | 0.09% | 0.12% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Galvin, Gaustad & Stein, LLC | 12 | 12 | 0.14% | 0.22% | 0.40% | Q4 2020 | Q3 2023 | 12 |
Hoese & Co LLP | 12 | 12 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q4 2023 | 12 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 12 | 12 | 0.30% | 0.33% | 0.41% | Q4 2020 | Q3 2023 | 12 |
Grassi Investment Management | 12 | 12 | 0.03% | 0.73% | 1.30% | Q1 2020 | Q4 2022 | 12 |
Wealth Architects, LLC | 12 | 12 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Tradewinds Capital Management, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 12 |
NinePointTwo Capital LLC | 12 | 12 | 0.23% | 0.30% | 0.37% | Q4 2020 | Q3 2023 | 12 |
CLOVERFIELDS CAPITAL GROUP, LP | 12 | 12 | 0.14% | 0.26% | 0.68% | Q4 2020 | Q3 2023 | 12 |
PALLADIEM, LLC | 12 | 12 | 0.21% | 0.28% | 0.32% | Q4 2020 | Q3 2023 | 12 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 8 | 4 | 0.04% | 0.09% | 0.17% | Q3 2020 | Q3 2023 | 12 |
USA FINANCIAL FORMULAS | 11 | 1 | 0.06% | 0.15% | 0.34% | Q2 2015 | Q4 2018 | 12 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Empire Life Investments Inc. | 12 | 12 | 0.18% | 0.34% | 0.46% | Q1 2017 | Q4 2019 | 12 |
Moser Wealth Advisors, LLC | 10 | 2 | 0.02% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 12 |
D'Orazio & Associates, Inc. | 10 | 1 | 0.01% | 0.04% | 0.08% | Q3 2015 | Q1 2023 | 12 |
Tairen Capital Ltd | 4 | 1 | 0.03% | 4.74% | 15.67% | Q2 2017 | Q2 2023 | 12 |
FountainCap Research & Investment (Hong Kong) Co., Ltd. | 12 | 12 | 10.38% | 56.98% | 100.00% | Q4 2019 | Q3 2022 | 12 |
Renasant Bank | 12 | 12 | 0.17% | 0.28% | 0.37% | Q4 2020 | Q3 2023 | 12 |
Copperleaf Capital, LLC | 12 | 12 | 0.98% | 1.27% | 1.70% | Q4 2020 | Q3 2023 | 12 |
Integrated Investment Consultants, LLC | 10 | 1 | 0.00% | 0.19% | 0.31% | Q3 2017 | Q2 2023 | 12 |
LYELL WEALTH MANAGEMENT, LP | 12 | 12 | 0.04% | 0.64% | 0.82% | Q4 2020 | Q3 2023 | 12 |
Chiron Investment Management, LLC | 4 | 1 | 0.07% | 1.91% | 3.12% | Q1 2020 | Q3 2023 | 12 |
Red Door Wealth Management, LLC | 10 | 2 | 0.02% | 0.10% | 0.16% | Q1 2020 | Q3 2023 | 12 |
OneAscent Financial Services LLC | 6 | 1 | 0.09% | 0.66% | 2.07% | Q2 2019 | Q3 2023 | 12 |
Arden Trust Co | 12 | 12 | 0.07% | 0.14% | 0.23% | Q2 2019 | Q1 2022 | 12 |
Glenview Trust Co | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 12 | 12 | 0.13% | 0.15% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Mutual Advisors, LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Enterprise Trust & Investment Co | 12 | 12 | 0.01% | 0.02% | 0.05% | Q3 2019 | Q2 2022 | 12 |
Summit X, LLC | 12 | 12 | 0.06% | 0.15% | 0.24% | Q3 2020 | Q2 2023 | 12 |
Milestone Resources Group Ltd | 9 | 3 | 0.00% | 1.59% | 7.24% | Q2 2018 | Q4 2022 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2021 | 12 |
Kore Private Wealth LLC | 10 | 2 | 0.01% | 0.04% | 0.07% | Q4 2018 | Q1 2022 | 12 |
Kovack Advisors, Inc. | 7 | 1 | 0.00% | 0.06% | 0.17% | Q2 2015 | Q3 2023 | 12 |
Alpha Cubed Investments, LLC | 11 | 11 | 0.02% | 0.04% | 0.16% | Q1 2021 | Q3 2023 | 11 |
BENJAMIN EDWARDS INC | 8 | 3 | 0.00% | 0.02% | 0.08% | Q3 2020 | Q3 2023 | 11 |
GPS Wealth Strategies Group, LLC | 8 | 3 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 11 |
Rokos Capital Management LLP | 3 | 2 | 0.54% | 2.03% | 4.87% | Q1 2021 | Q3 2023 | 11 |
Twin Lakes Capital Management, LLC | 11 | 11 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q3 2023 | 11 |
InterOcean Capital Group, LLC | 6 | 5 | 0.01% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 11 |
Hudson Portfolio Management LLC | 11 | 11 | 1.13% | 1.55% | 2.02% | Q1 2021 | Q3 2023 | 11 |
Banco BTG Pactual S.A. | 10 | 1 | 0.07% | 0.21% | 0.47% | Q1 2017 | Q3 2023 | 11 |
SYCOMORE ASSET MANAGEMENT | 11 | 11 | 0.02% | 0.55% | 1.68% | Q1 2021 | Q3 2023 | 11 |
WD RUTHERFORD LLC | 11 | 11 | 0.18% | 0.23% | 0.28% | Q4 2020 | Q2 2023 | 11 |
Canvas Wealth Advisors, LLC | 11 | 11 | 0.13% | 0.30% | 0.69% | Q1 2021 | Q3 2023 | 11 |
Values First Advisors, Inc. | 11 | 11 | 0.19% | 0.28% | 0.35% | Q1 2021 | Q3 2023 | 11 |
AMS Capital Ltda | 8 | 3 | 1.29% | 3.76% | 9.80% | Q1 2020 | Q3 2023 | 11 |
Gitterman Wealth Management, LLC | 11 | 11 | 0.12% | 0.41% | 0.67% | Q1 2021 | Q3 2023 | 11 |
Stelac Advisory Services LLC | 6 | 5 | 0.04% | 0.11% | 0.26% | Q1 2018 | Q2 2022 | 11 |
Angeles Investment Advisors, LLC | 8 | 3 | 0.02% | 0.06% | 0.11% | Q1 2020 | Q3 2023 | 11 |
EQUITY INVESTMENT CORP | 11 | 11 | 0.01% | 1.30% | 2.58% | Q4 2016 | Q2 2019 | 11 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 11 | 11 | 0.04% | 0.19% | 0.49% | Q4 2020 | Q2 2023 | 11 |
NatWest Group plc | 10 | 1 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q1 2016 | 11 |
Ellevest, Inc. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2023 | 11 |
Holocene Advisors, LP | 3 | 1 | 0.00% | 0.44% | 1.31% | Q3 2018 | Q2 2023 | 11 |
YHB Investment Advisors, Inc. | 11 | 11 | 0.04% | 0.08% | 0.21% | Q1 2021 | Q3 2023 | 11 |
SITTNER & NELSON, LLC | 11 | 11 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
SEVEN EIGHT CAPITAL, LP | 5 | 1 | 0.00% | 0.65% | 1.88% | Q4 2013 | Q3 2023 | 11 |
NewEdge Wealth, LLC | 11 | 11 | 0.02% | 0.07% | 0.12% | Q1 2021 | Q3 2023 | 11 |
Bollard Group LLC | 8 | 3 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 11 |
RELIANCE TRUST CO OF DELAWARE | 10 | 1 | 0.04% | 0.07% | 0.09% | Q1 2015 | Q1 2019 | 11 |
HHLR ADVISORS, LTD. | 11 | 11 | 0.09% | 0.42% | 0.78% | Q2 2020 | Q4 2022 | 11 |
Ellis Investment Partners, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.03% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 11 |
NFJ INVESTMENT GROUP, LLC | 11 | 11 | 0.04% | 0.23% | 0.52% | Q1 2021 | Q3 2023 | 11 |
MARK ASSET MANAGEMENT LP | 9 | 1 | 0.26% | 1.68% | 3.53% | Q4 2019 | Q4 2022 | 11 |
SMITH, MOORE & CO. | 7 | 4 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 11 |
Bellecapital International Ltd. | 8 | 1 | 0.09% | 0.15% | 0.19% | Q4 2019 | Q3 2023 | 11 |
Skandinaviska Enskilda Banken AB (publ) | 7 | 1 | 0.00% | 0.00% | 0.04% | Q3 2019 | Q3 2023 | 11 |
QUATTRO FINANCIAL ADVISORS LLC | 11 | 11 | 0.13% | 0.17% | 0.21% | Q1 2021 | Q3 2023 | 11 |
Sugarloaf Wealth Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
MCF Advisors LLC | 8 | 1 | 0.00% | 0.03% | 0.04% | Q4 2011 | Q3 2023 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2015 | 11 |
Regent Peak Wealth Advisors LLC | 10 | 1 | 0.01% | 0.45% | 0.72% | Q4 2020 | Q3 2023 | 11 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 10 | 1 | 0.00% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 11 |
Sunbelt Securities, Inc. | 7 | 1 | 0.00% | 0.04% | 0.08% | Q3 2019 | Q3 2023 | 11 |
Baker Avenue Asset Management, LP | 5 | 2 | 0.01% | 0.08% | 0.38% | Q1 2014 | Q3 2023 | 11 |
Clal Insurance Enterprises Holdings Ltd | 11 | 11 | 0.48% | 0.91% | 1.34% | Q1 2021 | Q3 2023 | 11 |
AIGEN INVESTMENT MANAGEMENT, LP | 5 | 1 | 0.15% | 0.59% | 1.48% | Q1 2020 | Q2 2023 | 11 |
Valmark Advisers, Inc. | 7 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
JCIC Asset Management Inc. | 11 | 11 | 0.64% | 0.96% | 1.13% | Q1 2021 | Q3 2023 | 11 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11 | 11 | 0.07% | 0.10% | 0.15% | Q1 2021 | Q3 2023 | 11 |
Aaron Wealth Advisors LLC | 11 | 11 | 0.05% | 0.14% | 0.34% | Q1 2021 | Q3 2023 | 11 |
PERRITT CAPITAL MANAGEMENT INC | 11 | 11 | 0.03% | 0.17% | 0.30% | Q1 2021 | Q3 2023 | 11 |
ROPES WEALTH ADVISORS LLC | 5 | 1 | 0.00% | 0.05% | 0.10% | Q4 2017 | Q3 2023 | 11 |
Live Oak Private Wealth LLC | 11 | 11 | 0.05% | 0.25% | 0.54% | Q1 2021 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.01% | 0.04% | 0.08% | Q4 2020 | Q3 2023 | 11 |
Vectors Research Management, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 11 |
Montecito Bank & Trust | 10 | 1 | 0.04% | 0.13% | 0.27% | Q4 2020 | Q4 2023 | 11 |
Key FInancial Inc | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Sierra Capital LLC | 11 | 11 | 0.04% | 0.08% | 0.13% | Q1 2021 | Q3 2023 | 11 |
NIA IMPACT ADVISORS, LLC | 11 | 11 | 3.01% | 3.73% | 5.43% | Q4 2020 | Q2 2023 | 11 |
Sawyer & Company, Inc | 6 | 5 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2022 | 11 |
Keel Point, LLC | 11 | 11 | 0.06% | 0.09% | 0.11% | Q1 2021 | Q3 2023 | 11 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 5 | 1 | 0.01% | 0.06% | 0.10% | Q1 2016 | Q3 2023 | 11 |
GRIFFIN ASSET MANAGEMENT, INC. | 10 | 1 | 0.03% | 0.06% | 0.08% | Q4 2019 | Q3 2022 | 11 |
Investment Research & Advisory Group, Inc. | 11 | 11 | 0.00% | 0.68% | 1.19% | Q1 2021 | Q3 2023 | 11 |
STERLING INVESTMENT MANAGEMENT, LLC | 6 | 5 | 0.46% | 1.15% | 2.36% | Q3 2014 | Q2 2022 | 11 |
THOMPSON DAVIS & CO., INC. | 7 | 2 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2017 | 11 |
Simmons Bank | 11 | 11 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2023 | 11 |
Sky Investment Group LLC | 11 | 11 | 0.05% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 11 |
First Trust Bank, Ltd. | 11 | 11 | 3.58% | 7.63% | 10.74% | Q1 2020 | Q3 2022 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 11 |
Merit Financial Group, LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
HBK INVESTMENTS L P | 2 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q2 2021 | 11 |
TT International Asset Management LTD | 9 | 2 | 0.06% | 6.36% | 12.65% | Q1 2020 | Q3 2023 | 11 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.04% | 0.10% | Q4 2016 | Q3 2023 | 11 |
Meiji Yasuda Life Insurance Co | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Hudson Bay Capital Management LP | 5 | 1 | 0.01% | 0.32% | 1.22% | Q3 2013 | Q2 2023 | 11 |
Retirement Group, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.14% | 0.39% | Q3 2020 | Q4 2022 | 11 |
CX Institutional | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 11 |
Veritas Investment Partners (UK) Ltd. | 11 | 11 | 0.03% | 1.42% | 3.42% | Q1 2021 | Q3 2023 | 11 |
Itau Unibanco Holding S.A. | 11 | 11 | 0.01% | 1.49% | 4.90% | Q1 2021 | Q3 2023 | 11 |
Alaethes Wealth LLC | 11 | 11 | 0.74% | 0.86% | 0.96% | Q1 2021 | Q3 2023 | 11 |
CreativeOne Wealth, LLC | 11 | 11 | 0.02% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Chautauqua Capital Management | 11 | 11 | 6.10% | 10.15% | 13.36% | Q2 2013 | Q4 2015 | 11 |
Altium Wealth Management LLC | 9 | 1 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q2 2022 | 11 |
Meristem Family Wealth, LLC | 11 | 11 | 0.03% | 0.10% | 0.16% | Q3 2019 | Q1 2022 | 11 |
Trek Financial, LLC | 11 | 11 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
WADDELL & REED FINANCIAL INC | 11 | 11 | 0.05% | 0.36% | 0.80% | Q3 2018 | Q1 2021 | 11 |
Addison Advisors LLC | 10 | 1 | 0.08% | 0.11% | 0.16% | Q4 2020 | Q3 2023 | 11 |
AFT, FORSYTH & COMPANY, INC. | 6 | 2 | 0.05% | 0.14% | 0.17% | Q2 2013 | Q3 2023 | 11 |
Leucadia National | 4 | 4 | 0.01% | 0.05% | 0.11% | Q4 2022 | Q3 2023 | 11 |
BECKER CAPITAL MANAGEMENT INC | 6 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 10 |
Wagner Wealth Management, LLC | 4 | 2 | 0.08% | 0.11% | 0.14% | Q4 2017 | Q3 2022 | 10 |
Mosaic Family Wealth, LLC | 9 | 1 | 0.00% | 0.04% | 0.06% | Q4 2015 | Q1 2019 | 10 |
Amundi | 10 | 10 | 0.06% | 0.11% | 0.17% | Q2 2021 | Q3 2023 | 10 |
SevenBridge Financial Group, LLC | 5 | 5 | 0.06% | 0.18% | 0.41% | Q1 2021 | Q3 2023 | 10 |
Equitable Holdings, Inc. | 10 | 10 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
FOUNDERS FINANCIAL SECURITIES LLC | 9 | 1 | 0.04% | 1.41% | 1.83% | Q4 2013 | Q4 2021 | 10 |
Cribstone Capital Management, LLC | 10 | 10 | 0.00% | 0.27% | 0.58% | Q4 2017 | Q1 2020 | 10 |
Kathmere Capital Management, LLC | 7 | 1 | 0.03% | 0.06% | 0.10% | Q3 2020 | Q3 2023 | 10 |
NorthCoast Asset Management LLC | 8 | 1 | 0.04% | 0.08% | 0.21% | Q3 2014 | Q3 2021 | 10 |
Hollow Brook Wealth Management LLC | 7 | 3 | 0.59% | 0.73% | 0.88% | Q1 2018 | Q3 2023 | 10 |
DB Wealth Management Group, LLC | 6 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 10 |
Systematic Alpha Investments, LLC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Blue Zone Wealth Advisors, LLC | 7 | 3 | 0.09% | 0.11% | 0.14% | Q4 2020 | Q2 2023 | 10 |
Greenwich Wealth Management LLC | 10 | 10 | 0.02% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
CARRET ASSET MANAGEMENT, LLC | 10 | 10 | 0.15% | 0.28% | 0.37% | Q2 2021 | Q3 2023 | 10 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q2 2022 | 10 |
WealthTrust Fairport, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2019 | 10 |
Dana Investment Advisors, Inc. | 10 | 10 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q1 2022 | 10 |
MIDAS MANAGEMENT CORP | 10 | 10 | 0.71% | 0.82% | 0.92% | Q1 2017 | Q2 2019 | 10 |
Oak Grove Capital LLC | 7 | 7 | 0.02% | 0.60% | 1.83% | Q4 2019 | Q2 2021 | 10 |
Crow Point Partners, LLC | 4 | 3 | 0.01% | 0.04% | 0.07% | Q1 2014 | Q2 2017 | 10 |
BBVA USA Bancshares, Inc. | 10 | 10 | 0.01% | 0.03% | 0.05% | Q3 2013 | Q4 2015 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q2 2023 | 10 |
Hammer Asset Management, LLC | 10 | 10 | 1.60% | 2.05% | 2.84% | Q3 2018 | Q4 2020 | 10 |
First Affirmative Financial Network | 10 | 10 | 0.61% | 0.73% | 0.95% | Q3 2021 | Q4 2023 | 10 |
Ovata Capital Management Ltd | 9 | 1 | 1.55% | 28.36% | 66.92% | Q1 2021 | Q3 2023 | 10 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Jackson Wealth Management, LLC | 10 | 10 | 0.39% | 0.64% | 1.06% | Q2 2020 | Q3 2022 | 10 |
ALBION FINANCIAL GROUP /UT | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Tarbox Family Office, Inc. | 10 | 10 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q2 2020 | 10 |
APPLETON PARTNERS INC/MA | 10 | 10 | 0.04% | 0.52% | 0.71% | Q4 2020 | Q1 2023 | 10 |
West Family Investments, Inc. | 10 | 10 | 0.17% | 0.50% | 0.81% | Q2 2021 | Q3 2023 | 10 |
Caption Management, LLC | 4 | 2 | 0.01% | 0.07% | 0.13% | Q4 2020 | Q2 2022 | 10 |
Alliance Wealth Advisors, LLC | 6 | 4 | 0.17% | 0.21% | 0.25% | Q1 2021 | Q3 2023 | 10 |
ICON ADVISERS INC/CO | 6 | 1 | 0.08% | 0.33% | 0.88% | Q1 2017 | Q3 2023 | 10 |
Artemis Wealth Advisors, LLC | 6 | 2 | 0.01% | 0.55% | 1.29% | Q4 2016 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.05% | 0.09% | 0.15% | Q4 2020 | Q1 2023 | 10 |
HARTFORD INVESTMENT MANAGEMENT CO | 8 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2016 | 10 |
Whitnell & Co. | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2018 | 10 |
Liontrust Investment Partners LLP | 9 | 1 | 0.04% | 0.20% | 0.37% | Q4 2020 | Q3 2023 | 10 |
GAMBLE JONES INVESTMENT COUNSEL | 9 | 1 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q3 2022 | 10 |
WOLFF WIESE MAGANA LLC | 10 | 10 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q1 2023 | 10 |
Jump Financial, LLC | 8 | 2 | 0.01% | 0.15% | 0.39% | Q3 2020 | Q3 2023 | 10 |
MIROVA | 8 | 2 | 0.01% | 0.55% | 2.69% | Q1 2019 | Q2 2022 | 10 |
Apollon Wealth Management, LLC | 9 | 1 | 0.02% | 0.03% | 0.08% | Q4 2020 | Q3 2023 | 10 |
BREMER TRUST NATIONAL ASSOCIATION | 7 | 1 | 0.04% | 0.07% | 0.09% | Q1 2014 | Q4 2018 | 10 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.02% | 0.15% | 0.51% | Q2 2013 | Q3 2019 | 10 |
CSS LLC/IL | 4 | 1 | 0.03% | 0.08% | 0.16% | Q3 2020 | Q4 2021 | 10 |
X-Square Capital, LLC | 7 | 3 | 0.12% | 0.15% | 0.19% | Q3 2020 | Q3 2023 | 10 |
DeepCurrents Investment Group LLC | 5 | 5 | 0.05% | 0.11% | 0.15% | Q4 2021 | Q4 2022 | 10 |
SENTINEL TRUST CO LBA | 7 | 3 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q1 2022 | 10 |
Odey Asset Management Group Ltd | 7 | 1 | 0.19% | 0.86% | 1.72% | Q3 2018 | Q1 2023 | 10 |
Thomasville National Bank | 10 | 10 | 1.28% | 1.48% | 1.73% | Q2 2021 | Q3 2023 | 10 |
Evolution Wealth Advisors, LLC | 7 | 1 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2021 | 10 |
Banco Santander, S.A. | 5 | 1 | 0.00% | 0.03% | 0.07% | Q4 2016 | Q3 2023 | 10 |
Carnegie Capital Asset Management, LLC | 8 | 2 | 0.02% | 0.05% | 0.08% | Q3 2020 | Q1 2023 | 10 |
Hansberger Growth Investors, LP | 10 | 10 | 4.51% | 5.33% | 5.92% | Q2 2018 | Q3 2020 | 10 |
RDA Financial Network | 10 | 10 | 0.12% | 0.14% | 0.16% | Q2 2021 | Q3 2023 | 10 |
ACG Wealth | 9 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q2 2022 | 10 |
MHI Funds, LLC | 10 | 10 | 2.05% | 2.58% | 3.91% | Q4 2017 | Q1 2020 | 10 |
Homrich & Berg | 10 | 10 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2021 | 10 |
CAXTON ASSOCIATES LP | 3 | 1 | 0.02% | 1.17% | 3.56% | Q1 2014 | Q2 2023 | 10 |
HUSSMAN STRATEGIC ADVISORS, INC. | 10 | 10 | 0.05% | 0.08% | 0.12% | Q2 2013 | Q3 2015 | 10 |
Personal Capital Advisors Corp | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
Credit Capital Investments LLC | 4 | 2 | 0.14% | 2.04% | 6.70% | Q3 2015 | Q3 2023 | 10 |
CCLA Investment Management | 5 | 5 | 0.21% | 0.29% | 0.37% | Q1 2021 | Q3 2023 | 10 |
Stevard, LLC | 8 | 2 | 0.20% | 0.42% | 0.57% | Q2 2020 | Q4 2022 | 10 |
Bayesian Capital Management, LP | 5 | 1 | 0.05% | 0.51% | 1.80% | Q1 2018 | Q2 2023 | 10 |
TimeScale Financial, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 10 |
Marcum Wealth, LLC | 7 | 3 | 0.04% | 0.06% | 0.09% | Q1 2021 | Q3 2023 | 10 |
Crewe Advisors LLC | 6 | 4 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 10 |
HYA Advisors, Inc | 10 | 10 | 0.20% | 0.28% | 0.37% | Q1 2020 | Q2 2022 | 10 |
Royal Fund Management, LLC | 6 | 4 | 0.01% | 0.05% | 0.13% | Q4 2016 | Q4 2021 | 10 |
Wedgewood Partners | 10 | 10 | 2.06% | 4.36% | 5.53% | Q2 2021 | Q3 2023 | 10 |
RiverPark Advisors, LLC | 10 | 10 | 0.12% | 0.63% | 1.62% | Q2 2021 | Q3 2023 | 10 |
Destination Wealth Management | 6 | 1 | 0.00% | 0.38% | 0.77% | Q2 2015 | Q2 2022 | 10 |
CSat Investment Advisory, L.P. | 10 | 10 | 0.20% | 1.64% | 5.08% | Q2 2018 | Q3 2020 | 10 |
Frank, Rimerman Advisors LLC | 10 | 10 | 0.06% | 0.09% | 0.11% | Q2 2021 | Q3 2023 | 10 |
Lorne Steinberg Wealth Management Inc. | 10 | 10 | 1.44% | 1.94% | 2.69% | Q2 2021 | Q3 2023 | 10 |
Evercore Wealth Management, LLC | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2015 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.02% | 0.09% | 0.13% | Q2 2013 | Q3 2015 | 10 |
Vident Investment Advisory, LLC | 7 | 3 | 0.01% | 0.05% | 0.16% | Q2 2018 | Q2 2023 | 10 |
Roundview Capital LLC | 10 | 10 | 0.04% | 0.23% | 0.64% | Q2 2021 | Q3 2023 | 10 |
SkyView Investment Advisors, LLC | 10 | 10 | 0.00% | 0.14% | 0.26% | Q4 2020 | Q1 2023 | 10 |
Perpetual Investment Management Ltd | 9 | 9 | 0.18% | 0.38% | 0.66% | Q4 2020 | Q4 2022 | 9 |
Capital Financial Services, LLC | 9 | 9 | 2.63% | 3.58% | 4.47% | Q4 2020 | Q4 2022 | 9 |
STONNINGTON GROUP, LLC | 9 | 9 | 0.07% | 0.30% | 0.58% | Q1 2021 | Q1 2023 | 9 |
NN Investment Partners Holdings N.V. | 9 | 9 | 0.14% | 0.30% | 0.47% | Q1 2016 | Q1 2018 | 9 |
Franchise Capital Ltd | 6 | 3 | 1.98% | 5.37% | 8.13% | Q1 2021 | Q3 2023 | 9 |
Quaero Capital S.A. | 7 | 2 | 0.49% | 1.27% | 2.18% | Q4 2020 | Q3 2023 | 9 |
Total Clarity Wealth Management, Inc. | 6 | 1 | 0.04% | 0.17% | 0.35% | Q4 2019 | Q3 2023 | 9 |
Hillsdale Investment Management Inc. | 9 | 9 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q2 2015 | 9 |
Engineers Gate Manager LP | 6 | 1 | 0.01% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 9 |
Jupiter Wealth Management LLC | 6 | 3 | 0.55% | 0.73% | 0.91% | Q4 2020 | Q3 2023 | 9 |
AMERICAN NATIONAL BANK | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
L & S Advisors Inc | 5 | 2 | 0.03% | 0.16% | 0.66% | Q1 2017 | Q2 2023 | 9 |
Alera Investment Advisors, LLC | 7 | 2 | 0.04% | 0.12% | 0.24% | Q4 2018 | Q3 2023 | 9 |
Bremer Bank National Association | 8 | 1 | 0.03% | 0.64% | 1.04% | Q1 2019 | Q3 2023 | 9 |
New Potomac Partners, LLC | 9 | 9 | 0.03% | 0.03% | 0.05% | Q3 2018 | Q3 2020 | 9 |
RBA Wealth Management, LLC | 8 | 1 | 0.12% | 0.54% | 2.43% | Q1 2019 | Q2 2022 | 9 |
Elite Wealth Management, Inc. | 5 | 4 | 0.01% | 0.79% | 2.18% | Q1 2013 | Q4 2018 | 9 |
CVA Family Office, LLC | 8 | 1 | 0.01% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 9 |
EXANE DERIVATIVES | 8 | 1 | 0.02% | 0.15% | 0.30% | Q4 2019 | Q1 2022 | 9 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 6 | 6 | 0.05% | 0.31% | 0.49% | Q1 2021 | Q2 2022 | 9 |
Brown Advisory Securities, LLC | 9 | 9 | 0.04% | 0.12% | 0.24% | Q2 2020 | Q2 2022 | 9 |
APPLIED RESEARCH INVESTMENTS, LLC | 9 | 9 | 2.80% | 7.97% | 10.38% | Q2 2020 | Q2 2022 | 9 |
Shay Capital LLC | 3 | 1 | 0.02% | 0.16% | 0.41% | Q1 2021 | Q1 2023 | 9 |
IEQ CAPITAL, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
WINTRUST INVESTMENTS LLC | 7 | 1 | 0.02% | 0.06% | 0.10% | Q3 2020 | Q2 2023 | 9 |
Mork Capital Management, LLC | 5 | 4 | 0.66% | 0.85% | 1.04% | Q4 2015 | Q3 2018 | 9 |
Clarus Group, Inc. | 9 | 9 | 0.16% | 0.21% | 0.26% | Q3 2021 | Q3 2023 | 9 |
Claraphi Advisory Network, LLC | 6 | 1 | 0.00% | 0.17% | 0.36% | Q3 2018 | Q1 2022 | 9 |
Princeton Alpha Management LP | 3 | 1 | 0.04% | 0.14% | 0.44% | Q4 2013 | Q4 2016 | 9 |
FNY Investment Advisers, LLC | 2 | 1 | 0.00% | 0.30% | 1.94% | Q2 2018 | Q3 2023 | 9 |
GFG Capital, LLC | 5 | 4 | 0.06% | 0.09% | 0.13% | Q4 2020 | Q3 2023 | 9 |
RWC ASSET ADVISORS (US) LLC | 6 | 3 | 2.38% | 7.13% | 14.80% | Q4 2020 | Q2 2023 | 9 |
Squar Milner Financial Services LLC | 6 | 3 | 0.01% | 0.18% | 0.36% | Q4 2017 | Q2 2020 | 9 |
Clear Perspective Advisors, LLC | 7 | 2 | 0.03% | 0.05% | 0.06% | Q4 2016 | Q3 2019 | 9 |
Iron Horse Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
DSM CAPITAL PARTNERS LLC | 9 | 9 | 0.04% | 0.38% | 1.12% | Q3 2021 | Q3 2023 | 9 |
Genesis Asset Managers, LLP | 9 | 9 | 0.41% | 0.51% | 0.72% | Q2 2013 | Q2 2015 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
JAG CAPITAL MANAGEMENT, LLC | 6 | 3 | 0.08% | 0.39% | 1.72% | Q1 2021 | Q3 2023 | 9 |
Jupiter Investment Management Ltd | 9 | 9 | 0.10% | 0.19% | 0.34% | Q2 2018 | Q2 2020 | 9 |
KB FINANCIAL PARTNERS, LLC | 9 | 9 | 0.07% | 0.14% | 0.24% | Q1 2021 | Q1 2023 | 9 |
American Money Management, LLC | 9 | 9 | 0.06% | 0.08% | 0.10% | Q3 2021 | Q3 2023 | 9 |
CapWealth Advisors, LLC | 4 | 1 | 0.00% | 0.48% | 1.29% | Q2 2013 | Q3 2023 | 9 |
NZS Capital, LLC | 5 | 4 | 0.00% | 0.45% | 1.39% | Q2 2021 | Q3 2023 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 1.07% | 1.96% | 3.13% | Q3 2021 | Q3 2023 | 9 |
Ten Capital Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.03% | 0.18% | Q4 2020 | Q2 2023 | 9 |
HARVARD MANAGEMENT CO INC | 8 | 1 | 0.02% | 1.04% | 2.00% | Q3 2015 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.11% | 0.13% | 0.16% | Q2 2013 | Q2 2015 | 9 |
Wills Financial Group, Inc. | 9 | 9 | 0.21% | 0.99% | 1.87% | Q2 2020 | Q2 2022 | 9 |
Eisler Capital (UK) Ltd. | 3 | 1 | 0.09% | 0.39% | 1.06% | Q1 2022 | Q3 2023 | 9 |
Israel Discount Bank of New York | 9 | 9 | 0.04% | 0.05% | 0.07% | Q1 2017 | Q1 2019 | 9 |
CONNING INC. | 3 | 1 | 0.01% | 0.03% | 0.17% | Q4 2016 | Q2 2023 | 9 |
PICTET BANK & TRUST Ltd | 9 | 9 | 0.98% | 1.19% | 1.31% | Q3 2021 | Q3 2023 | 9 |
Empowered Funds, LLC | 9 | 9 | 0.03% | 0.06% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Avitas Wealth Management LLC | 5 | 4 | 0.08% | 0.48% | 0.90% | Q1 2021 | Q3 2023 | 9 |
Stratos Wealth Advisors, LLC | 5 | 4 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 9 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2023 | 9 |
PEAR TREE ADVISORS INC | 9 | 9 | 0.01% | 0.04% | 0.26% | Q2 2014 | Q2 2016 | 9 |
Bridgefront Capital, LLC | 5 | 2 | 0.12% | 0.35% | 0.52% | Q4 2020 | Q3 2023 | 9 |
ICICI Prudential Asset Management Co Ltd | 9 | 9 | 0.09% | 0.40% | 0.79% | Q3 2021 | Q3 2023 | 9 |
Aspire Private Capital, LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 9 |
Capital Directions Investment Advisors, LLC | 5 | 1 | 0.01% | 0.03% | 0.08% | Q2 2018 | Q4 2022 | 9 |
MASSMUTUAL TRUST CO FSB/ADV | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2017 | 9 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 8 | 1 | 0.01% | 0.11% | 0.20% | Q2 2013 | Q3 2019 | 9 |
EPG Wealth Management LLC | 4 | 2 | 0.00% | 0.11% | 0.22% | Q4 2019 | Q3 2023 | 9 |
Zions Bancorporation | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2018 | 9 |
OLD SECOND NATIONAL BANK OF AURORA | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 9 |
Brand Asset Management Group, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2021 | 9 |
BTC Capital Management, Inc. | 9 | 9 | 0.06% | 0.09% | 0.10% | Q3 2020 | Q3 2022 | 9 |
Koss-Olinger Consulting, LLC | 5 | 4 | 0.04% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 9 |
Advisory Resource Group | 9 | 9 | 0.08% | 0.14% | 0.21% | Q3 2021 | Q3 2023 | 9 |
Lombard Odier Asset Management (USA) Corp | 4 | 1 | 0.02% | 0.24% | 0.31% | Q2 2021 | Q2 2023 | 9 |
First National Bank of Hutchinson | 6 | 3 | 0.12% | 0.18% | 0.25% | Q1 2021 | Q3 2023 | 9 |
KING LUTHER CAPITAL MANAGEMENT CORP | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
CHIRON CAPITAL MANAGEMENT, LLC | 9 | 9 | 0.18% | 0.38% | 0.48% | Q3 2021 | Q3 2023 | 9 |
Ranger International Management, LP | 7 | 1 | 0.03% | 2.08% | 4.38% | Q2 2013 | Q2 2017 | 9 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 8 | 1 | 0.03% | 0.14% | 0.24% | Q1 2018 | Q3 2022 | 9 |
CloudAlpha Capital Management Limited/Hong Kong | 3 | 1 | 0.01% | 2.81% | 10.02% | Q4 2020 | Q2 2023 | 9 |
Bredin Investment LLC | 9 | 9 | 1.22% | 1.59% | 2.06% | Q4 2017 | Q4 2019 | 9 |
Marathon Asset Management Ltd | 9 | 9 | 0.10% | 0.12% | 0.14% | Q3 2021 | Q3 2023 | 9 |
Endowment Wealth Management, Inc. | 8 | 8 | 0.47% | 0.55% | 0.61% | Q4 2021 | Q3 2023 | 8 |
Mayflower Financial Advisors, LLC | 5 | 3 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 8 |
Gordian Capital Singapore Pte Ltd | 8 | 8 | 0.80% | 1.50% | 2.62% | Q4 2021 | Q3 2023 | 8 |
Capital Markets Trading UK LLP | 6 | 2 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 8 |
JB Capital LLC | 4 | 4 | 0.04% | 0.32% | 0.61% | Q3 2021 | Q3 2023 | 8 |
Altman Advisors, Inc. | 3 | 1 | 0.00% | 0.61% | 0.79% | Q1 2021 | Q3 2023 | 8 |
Activest Wealth Management | 6 | 2 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.39% | 0.42% | 0.50% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.79% | 0.88% | 0.99% | Q4 2021 | Q3 2023 | 8 |
NewSquare Capital LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 8 |
Assenagon Asset Management S.A. | 8 | 8 | 0.01% | 0.67% | 1.58% | Q1 2021 | Q4 2022 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.88% | 1.11% | 1.61% | Q4 2021 | Q3 2023 | 8 |
Miracle Mile Advisors, LLC | 7 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q2 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.18% | 0.23% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Baader Bank Aktiengesellschaft | 8 | 8 | 0.07% | 0.28% | 0.87% | Q4 2021 | Q3 2023 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 8 |
Heritage Wealth Advisors | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 8 |
Oakwell Private Wealth Management, LLC | 8 | 8 | 0.21% | 0.26% | 0.30% | Q3 2021 | Q2 2023 | 8 |
Quantitative Systematic Strategies LLC | 4 | 2 | 0.06% | 0.28% | 0.44% | Q3 2018 | Q1 2021 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.01% | 0.04% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
American Trust | 8 | 8 | 0.33% | 0.36% | 0.46% | Q4 2021 | Q3 2023 | 8 |
China Universal Asset Management Co., Ltd. | 8 | 8 | 0.59% | 1.68% | 2.69% | Q4 2021 | Q3 2023 | 8 |
1620 INVESTMENT ADVISORS, INC. | 8 | 8 | 0.36% | 0.60% | 0.85% | Q4 2021 | Q3 2023 | 8 |
Laurel Wealth Planning LLC | 7 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q4 2022 | 8 |
JMAC ENTERPRISES LLC | 8 | 8 | 0.06% | 0.09% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Western Pacific Wealth Management, LP | 8 | 8 | 0.06% | 0.09% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Sonora Investment Management Group, LLC | 8 | 8 | 0.06% | 0.10% | 0.17% | Q4 2021 | Q3 2023 | 8 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 8 | 8 | 0.01% | 0.06% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Eagle Strategies LLC | 8 | 8 | 0.26% | 0.48% | 0.92% | Q4 2021 | Q3 2023 | 8 |
Stone Point Wealth LLC | 8 | 8 | 0.84% | 1.00% | 1.34% | Q4 2021 | Q3 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.02% | 0.07% | 0.37% | Q4 2021 | Q3 2023 | 8 |
Point72 Hong Kong Ltd | 5 | 1 | 0.06% | 0.61% | 1.37% | Q1 2020 | Q3 2023 | 8 |
Prosperity Consulting Group, LLC | 8 | 8 | 0.37% | 0.59% | 0.81% | Q4 2021 | Q3 2023 | 8 |
Benchmark Investment Advisors LLC | 8 | 8 | 2.05% | 2.23% | 2.69% | Q4 2021 | Q3 2023 | 8 |
Clearview Wealth Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 8 |
Spinnaker Investment Group, LLC | 8 | 8 | 0.15% | 0.19% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Edgestream Partners, L.P. | 7 | 1 | 0.08% | 0.68% | 1.19% | Q4 2020 | Q1 2023 | 8 |
Merlin Capital, Inc | 8 | 8 | 0.93% | 1.46% | 2.38% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Euclid Advisors LLC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q1 2015 | 8 |
LGT Group Foundation | 8 | 8 | 0.14% | 0.30% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.21% | 0.31% | 0.53% | Q4 2021 | Q3 2023 | 8 |
EAGLE ROCK INVESTMENT COMPANY, LLC | 8 | 8 | 0.89% | 1.54% | 2.95% | Q4 2021 | Q3 2023 | 8 |
Kessler Investment Group, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Cladis Investment Advisory, LLC | 8 | 8 | 0.85% | 0.96% | 1.11% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Bill Few Associates, Inc. | 8 | 8 | 0.15% | 0.18% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Schrum Private Wealth Management LLC | 8 | 8 | 0.52% | 0.65% | 0.74% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.05% | 0.07% | 0.08% | Q4 2014 | Q3 2016 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.09% | 0.32% | 0.99% | Q4 2021 | Q3 2023 | 8 |
Finer Wealth Management, Inc. | 8 | 8 | 0.24% | 0.40% | 0.61% | Q4 2021 | Q3 2023 | 8 |
Old North State Trust, LLC | 5 | 1 | 0.00% | 0.12% | 0.23% | Q4 2020 | Q3 2023 | 8 |
LITTLE HOUSE CAPITAL LLC | 4 | 1 | 0.30% | 0.65% | 1.01% | Q4 2020 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.10% | 0.20% | 0.30% | Q4 2021 | Q3 2023 | 8 |
DRIVE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.26% | 0.47% | 0.74% | Q4 2021 | Q3 2023 | 8 |
Atlas Private Wealth Advisors | 6 | 2 | 0.00% | 0.02% | 0.07% | Q2 2020 | Q3 2023 | 8 |
ARBOR CAPITAL MANAGEMENT INC /ADV | 8 | 8 | 0.93% | 1.13% | 1.57% | Q4 2021 | Q3 2023 | 8 |
Trust Co | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2020 | 8 |
RIVER GLOBAL INVESTORS LLP | 8 | 8 | 0.20% | 0.45% | 0.84% | Q1 2018 | Q4 2019 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.05% | 0.07% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Analyst IMS Investment Management Services Ltd. | 8 | 8 | 0.06% | 0.08% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Dynamic Capital Management Ltd | 3 | 1 | 0.10% | 0.18% | 0.32% | Q4 2013 | Q3 2018 | 8 |
FIDUCIARY TRUST CO | 5 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 8 |
Prostatis Group LLC | 8 | 8 | 0.42% | 0.61% | 0.73% | Q2 2020 | Q1 2022 | 8 |
ACUITY INVESTMENT MANAGEMENT INC | 8 | 8 | 0.03% | 0.14% | 0.52% | Q2 2013 | Q1 2015 | 8 |
Optas, LLC | 5 | 3 | 0.07% | 0.08% | 0.11% | Q1 2021 | Q3 2023 | 8 |
Seascape Capital Management | 8 | 8 | 0.16% | 0.33% | 0.39% | Q4 2020 | Q3 2022 | 8 |
AVIANCE CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.14% | 0.55% | Q4 2016 | Q1 2019 | 8 |
SANDLER CAPITAL MANAGEMENT | 4 | 2 | 0.58% | 1.79% | 4.40% | Q2 2020 | Q2 2023 | 8 |
Regal Wealth Group, Inc. | 8 | 8 | 0.03% | 0.05% | 0.07% | Q2 2019 | Q1 2021 | 8 |
Oribel Capital Management, LP | 3 | 1 | 0.54% | 2.06% | 3.41% | Q4 2018 | Q3 2023 | 8 |
ATTICUS WEALTH MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 8 |
Firestone Capital Management | 8 | 8 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2021 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.09% | 0.18% | Q3 2021 | Q2 2023 | 8 |
Hirtle Callaghan & Co LLC | 8 | 8 | 0.17% | 0.29% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Progressive Investment Management Corp | 8 | 8 | 0.26% | 2.29% | 2.88% | Q2 2013 | Q1 2015 | 8 |
Paragon Advisors, LLC | 4 | 1 | 1.15% | 1.91% | 3.16% | Q1 2021 | Q3 2023 | 8 |
LRT Capital Management, LLC | 8 | 8 | 0.20% | 2.04% | 4.11% | Q4 2021 | Q3 2023 | 8 |
HARRIS ASSOCIATES L P | 8 | 8 | 0.03% | 0.13% | 0.22% | Q3 2018 | Q2 2020 | 8 |
Estabrook Capital Management | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
IMS Capital Management | 8 | 8 | 0.26% | 0.30% | 0.34% | Q2 2013 | Q1 2015 | 8 |
North Star Investment Management Corp. | 8 | 8 | 0.00% | 0.00% | 0.02% | Q4 2021 | Q3 2023 | 8 |
BIGLARI, SARDAR | 8 | 8 | 9.61% | 14.24% | 25.58% | Q4 2021 | Q3 2023 | 8 |
BIGLARI CAPITAL CORP. | 8 | 8 | 0.03% | 1.32% | 2.68% | Q4 2021 | Q3 2023 | 8 |
Inspire Investing, LLC | 4 | 1 | 0.01% | 0.09% | 0.17% | Q4 2017 | Q3 2023 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2021 | 8 |
Gunderson Capital Management Inc. | 4 | 1 | 0.25% | 2.44% | 4.75% | Q1 2019 | Q3 2023 | 8 |
NISA INVESTMENT ADVISORS, LLC | 8 | 8 | 0.00% | 0.10% | 0.56% | Q4 2021 | Q3 2023 | 8 |
Brandywine Global Investment Management, LLC | 8 | 8 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Intellectus Partners, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2018 | 8 |
Transform Wealth, LLC | 4 | 4 | 0.06% | 0.13% | 0.16% | Q4 2019 | Q1 2022 | 8 |
CUTLER INVESTMENT COUNSEL LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q1 2018 | Q4 2019 | 8 |
Harbor Advisors LLC | 8 | 8 | 0.04% | 0.06% | 0.10% | Q1 2021 | Q4 2022 | 8 |
MARVIN & PALMER ASSOCIATES INC | 8 | 8 | 0.17% | 0.37% | 0.78% | Q2 2014 | Q1 2016 | 8 |
WASHINGTON TRUST BANK | 8 | 8 | 0.03% | 0.04% | 0.05% | Q1 2014 | Q4 2015 | 8 |
INVERNESS COUNSEL LLC /NY/ | 8 | 8 | 0.01% | 0.03% | 0.03% | Q4 2020 | Q3 2022 | 8 |
PHILADELPHIA INTERNATIONAL ADVISORS LP | 8 | 8 | 0.16% | 3.01% | 5.31% | Q2 2013 | Q1 2015 | 8 |
REGENTATLANTIC CAPITAL LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q2 2022 | 8 |
WT Asset Management Ltd | 7 | 1 | 3.46% | 10.57% | 19.87% | Q3 2019 | Q3 2021 | 8 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 6 | 1 | 0.01% | 0.03% | 0.15% | Q3 2018 | Q3 2023 | 8 |
Faithward Advisors, LLC | 6 | 2 | 0.08% | 0.35% | 0.86% | Q4 2019 | Q2 2022 | 8 |
OKABENA INVESTMENT SERVICES INC | 8 | 8 | 0.52% | 1.16% | 1.48% | Q4 2021 | Q3 2023 | 8 |
Meridian Wealth Management, LLC | 8 | 8 | 0.05% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Meridian Wealth Advisors, LLC | 7 | 1 | 0.01% | 0.06% | 0.08% | Q4 2018 | Q3 2023 | 8 |
PINNACLE FINANCIAL PARTNERS INC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q2 2023 | 8 |
Marietta Wealth Management, LLC | 8 | 8 | 0.47% | 0.68% | 0.82% | Q4 2016 | Q3 2018 | 8 |
ORBIS HOLDINGS LTD | 7 | 1 | 0.00% | 0.05% | 0.13% | Q3 2013 | Q4 2015 | 8 |
WRIGHT INVESTORS SERVICE INC | 8 | 8 | 0.11% | 0.40% | 0.76% | Q1 2016 | Q4 2017 | 8 |
Noked Israel Ltd | 2 | 1 | 0.10% | 2.04% | 7.53% | Q2 2019 | Q1 2023 | 8 |
Synergy Asset Management, LLC | 4 | 1 | 0.08% | 0.82% | 2.20% | Q4 2020 | Q2 2023 | 8 |
BlackRock Japan Co. Ltd | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q1 2016 | 8 |
PAYDEN & RYGEL | 8 | 8 | 0.04% | 0.50% | 1.25% | Q1 2020 | Q4 2021 | 8 |
TEXAS CAPITAL BANCSHARES INC/TX | 8 | 8 | 0.13% | 0.20% | 0.34% | Q2 2013 | Q1 2015 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.10% | 0.31% | 0.90% | Q4 2021 | Q3 2023 | 8 |
Lone Pine Capital | 7 | 1 | 2.74% | 5.96% | 7.39% | Q1 2018 | Q3 2023 | 8 |
INVESTMENT PARTNERS, LTD. | 8 | 8 | 0.07% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 8 |
BURNS J W & CO INC/NY | 8 | 8 | 0.04% | 0.09% | 0.14% | Q1 2021 | Q4 2022 | 8 |
Lattice Capital Management, LLC | 8 | 8 | 0.06% | 0.29% | 1.03% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.08% | 0.10% | 0.14% | Q4 2021 | Q3 2023 | 8 |
IBERIABANK CORP | 8 | 8 | 0.05% | 0.25% | 0.90% | Q3 2018 | Q2 2020 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Ferris Capital, LLC | 4 | 1 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q1 2022 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.27% | 0.37% | 0.44% | Q4 2021 | Q3 2023 | 8 |
Burleson & Company, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
SWARTHMORE GROUP INC | 5 | 3 | 0.02% | 0.04% | 0.05% | Q2 2014 | Q4 2016 | 8 |
Goodman Advisory Group, LLC | 8 | 8 | 0.23% | 0.91% | 1.90% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.27% | 0.38% | 0.46% | Q4 2020 | Q3 2022 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.07% | 0.09% | 0.12% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.08% | 0.14% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Murphy Pohlad Asset Management LLC | 2 | 1 | 0.11% | 0.14% | 0.16% | Q2 2014 | Q4 2020 | 8 |
Fundsmith | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2022 | 8 |
SELDON CAPITAL LP | 8 | 8 | 0.18% | 0.27% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Prince Street Capital Management LLC | 4 | 1 | 0.31% | 3.90% | 17.23% | Q2 2013 | Q4 2018 | 8 |
Sonen Capital LLC | 8 | 8 | 0.87% | 1.45% | 2.82% | Q4 2021 | Q3 2023 | 8 |
Connectus Wealth, LLC | 8 | 8 | 0.02% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.02% | 0.02% | 0.03% | Q1 2016 | Q4 2017 | 8 |
STUDIO INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.00% | 0.67% | 1.16% | Q3 2021 | Q1 2023 | 7 |
ASHMORE WEALTH MANAGEMENT LLC | 7 | 7 | 1.99% | 2.33% | 2.55% | Q2 2013 | Q4 2014 | 7 |
Independent Family Office, LLC | 7 | 7 | 1.14% | 1.76% | 2.63% | Q1 2022 | Q3 2023 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Varma Mutual Pension Insurance Co | 3 | 2 | 0.18% | 0.49% | 1.06% | Q2 2020 | Q3 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Tekne Capital Management, LLC | 7 | 7 | 0.32% | 0.57% | 0.81% | Q2 2021 | Q4 2022 | 7 |
Charles Schwab Trust Co | 7 | 7 | 0.08% | 0.10% | 0.13% | Q2 2020 | Q4 2021 | 7 |
Crake Asset Management LLP | 4 | 1 | 0.95% | 1.74% | 2.94% | Q1 2020 | Q3 2023 | 7 |
Yarbrough Capital, LLC | 5 | 2 | 0.07% | 0.11% | 0.18% | Q4 2021 | Q3 2023 | 7 |
COUNTRY TRUST BANK | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2023 | 7 |
Industrial Alliance Investment Management Inc. | 6 | 1 | 0.01% | 0.19% | 0.39% | Q4 2021 | Q3 2023 | 7 |
Delos Wealth Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2022 | 7 |
REGATTA CAPITAL GROUP, LLC | 7 | 7 | 0.07% | 0.10% | 0.13% | Q4 2021 | Q2 2023 | 7 |
Laffer Tengler Investments, Inc. | 7 | 7 | 0.16% | 0.19% | 0.23% | Q1 2021 | Q3 2022 | 7 |
LGT Fund Management Co Ltd. | 4 | 3 | 0.09% | 0.52% | 1.47% | Q4 2021 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.12% | 0.17% | 0.20% | Q1 2021 | Q4 2022 | 7 |
Trellus Management Company, LLC | 7 | 7 | 0.61% | 0.96% | 1.24% | Q1 2021 | Q3 2022 | 7 |
Wahed Invest LLC | 7 | 7 | 0.87% | 1.12% | 1.33% | Q1 2022 | Q3 2023 | 7 |
Insight Folios Inc | 7 | 7 | 0.11% | 0.20% | 0.31% | Q1 2022 | Q3 2023 | 7 |
Stamos Capital Partners, L.P. | 7 | 7 | 0.07% | 0.49% | 0.79% | Q1 2022 | Q3 2023 | 7 |
First Command Financial Services, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2021 | 7 |
Chicago Partners Investment Group LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 7 |
Bellevue Group AG | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Arete Wealth Advisors, LLC | 5 | 1 | 0.02% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 7 |
Journey Advisory Group, LLC | 7 | 7 | 0.08% | 0.11% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Intrinsic Value Partners, LLC | 7 | 7 | 1.59% | 2.45% | 3.19% | Q1 2022 | Q3 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.08% | 0.13% | 0.22% | Q4 2021 | Q2 2023 | 7 |
GREENUP STREET WEALTH MANAGEMENT LLC | 6 | 1 | 0.41% | 0.50% | 0.70% | Q4 2021 | Q3 2023 | 7 |
Bell Rock Capital LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2018 | 7 |
MASON STREET ADVISORS, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2014 | 7 |
Nishkama Capital, LLC | 3 | 1 | 0.60% | 2.20% | 5.02% | Q2 2019 | Q2 2023 | 7 |
Parkwood LLC | 4 | 3 | 0.05% | 0.39% | 0.89% | Q1 2015 | Q1 2022 | 7 |
Gradient Capital Advisors, LLC | 5 | 2 | 0.09% | 0.12% | 0.16% | Q1 2021 | Q3 2023 | 7 |
SOROS CAPITAL MANAGEMENT LLC | 5 | 1 | 1.23% | 1.56% | 2.12% | Q4 2019 | Q3 2023 | 7 |
TURNER INVESTMENTS LLC | 4 | 3 | 0.00% | 0.58% | 3.75% | Q2 2013 | Q4 2017 | 7 |
SSI INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q1 2022 | 7 |
STRATEGIC WEALTH MANAGEMENT INC | 7 | 7 | 0.27% | 1.18% | 1.79% | Q2 2020 | Q4 2021 | 7 |
Five Oceans Asset Management LTD | 7 | 7 | 0.12% | 0.95% | 3.62% | Q4 2010 | Q2 2012 | 7 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 7 | 7 | 0.69% | 0.97% | 1.44% | Q1 2022 | Q3 2023 | 7 |
WCG Wealth Advisors LLC | 6 | 6 | 0.02% | 0.30% | 0.44% | Q2 2022 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
INGALLS & SNYDER LLC | 3 | 1 | 0.01% | 0.07% | 0.16% | Q1 2017 | Q3 2023 | 7 |
Pallas Capital Advisors LLC | 6 | 1 | 0.02% | 0.07% | 0.17% | Q1 2021 | Q4 2022 | 7 |
Abundance Wealth Counselors | 5 | 1 | 0.01% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 7 |
Kames Capital Management Ltd | 7 | 7 | 0.10% | 0.33% | 0.39% | Q2 2013 | Q4 2014 | 7 |
TrinityPoint Wealth, LLC | 7 | 7 | 0.04% | 0.18% | 0.25% | Q4 2020 | Q2 2022 | 7 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 6 | 1 | 0.11% | 0.32% | 0.42% | Q4 2020 | Q3 2023 | 7 |
Silicon Valley Capital Partners | 4 | 3 | 0.00% | 0.05% | 0.13% | Q3 2021 | Q3 2023 | 7 |
Security National Bank | 7 | 7 | 0.72% | 0.94% | 1.07% | Q1 2021 | Q3 2022 | 7 |
FFT WEALTH MANAGEMENT LLC | 3 | 2 | 0.02% | 0.14% | 0.24% | Q1 2016 | Q3 2021 | 7 |
Capital Investment Counsel, Inc | 7 | 7 | 0.07% | 0.11% | 0.15% | Q4 2020 | Q2 2022 | 7 |
KCL Capital, L.P. | 3 | 1 | 0.05% | 3.14% | 6.22% | Q3 2019 | Q2 2023 | 7 |
Novo Holdings A/S | 7 | 7 | 2.32% | 3.64% | 5.54% | Q1 2022 | Q3 2023 | 7 |
Whale Rock Capital Management | 5 | 2 | 1.02% | 1.66% | 2.93% | Q4 2019 | Q3 2021 | 7 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3 | 1 | 0.01% | 0.03% | 0.07% | Q3 2018 | Q3 2023 | 7 |
FengHe Fund Management Pte. Ltd. | 7 | 7 | 1.04% | 2.64% | 4.35% | Q4 2020 | Q2 2022 | 7 |
Salient Capital Advisors, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q2 2017 | 7 |
Cerro Pacific Wealth Advisors LLC | 7 | 7 | 0.17% | 0.38% | 0.63% | Q3 2021 | Q1 2023 | 7 |
Tradewinds Global Investors, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q3 2014 | Q1 2016 | 7 |
MAR VISTA INVESTMENT PARTNERS LLC | 7 | 7 | 0.08% | 0.10% | 0.14% | Q3 2021 | Q1 2023 | 7 |
Unison Advisors LLC | 7 | 7 | 0.89% | 1.55% | 2.38% | Q4 2018 | Q2 2020 | 7 |
ARGENT TRUST Co | 7 | 7 | 0.20% | 0.25% | 0.29% | Q3 2016 | Q1 2018 | 7 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 7 | 7 | 0.68% | 0.96% | 1.41% | Q1 2022 | Q3 2023 | 7 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 4 | 3 | 0.01% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 7 |
Berger Financial Group, Inc | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Graticule Asia Macro Advisors LLC | 3 | 1 | 0.01% | 1.01% | 5.01% | Q1 2016 | Q3 2022 | 7 |
CERTUITY, LLC | 7 | 7 | 0.06% | 0.10% | 0.12% | Q3 2020 | Q1 2022 | 7 |
Symphony Financial, Ltd. Co. | 7 | 7 | 0.11% | 0.15% | 0.20% | Q3 2020 | Q1 2022 | 7 |
Quantinno Capital Management LP | 6 | 1 | 0.04% | 0.07% | 0.13% | Q4 2021 | Q3 2023 | 7 |
Hamilton Capital, LLC | 7 | 7 | 0.02% | 0.05% | 0.08% | Q1 2022 | Q3 2023 | 7 |
LAKE STREET FINANCIAL LLC | 7 | 7 | 0.07% | 0.24% | 0.50% | Q4 2020 | Q2 2022 | 7 |
HERNDON CAPITAL MANAGEMENT LLC | 7 | 7 | 0.06% | 0.11% | 0.23% | Q4 2015 | Q2 2017 | 7 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.01% | 0.04% | 0.15% | Q1 2016 | Q1 2022 | 7 |
Spouting Rock Asset Management, LLC | 5 | 2 | 0.07% | 0.42% | 0.84% | Q2 2020 | Q2 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
PRAGMA GESTAO DE PATRIMONIO LTD | 4 | 3 | 0.66% | 3.13% | 5.36% | Q4 2019 | Q2 2022 | 7 |
Annapolis Financial Services, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2019 | 7 |
Stephens Consulting, LLC | 7 | 7 | 0.04% | 0.08% | 0.21% | Q4 2021 | Q2 2023 | 7 |
Golden State Equity Partners | 5 | 2 | 0.09% | 0.14% | 0.19% | Q4 2020 | Q2 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 7 |
Ameritas Investment Company, LLC | 3 | 1 | 0.01% | 0.01% | 0.04% | Q1 2019 | Q3 2021 | 7 |
IvyRock Asset Management (HK) Ltd | 7 | 7 | 6.95% | 9.99% | 17.30% | Q1 2022 | Q3 2023 | 7 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 7 | 7 | 0.04% | 0.20% | 0.32% | Q2 2020 | Q4 2021 | 7 |
PFG Private Wealth Management, LLC | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Menard Financial Group LLC | 7 | 7 | 0.33% | 0.40% | 0.44% | Q3 2020 | Q1 2022 | 7 |
Maryland Capital Management | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Capital Market Strategies LLC | 4 | 3 | 0.24% | 0.32% | 0.42% | Q1 2022 | Q4 2023 | 7 |
Fullerton Fund Management Co Ltd. | 4 | 3 | 0.04% | 0.63% | 1.10% | Q3 2020 | Q2 2023 | 7 |
Alyeska Investment Group, L.P. | 3 | 2 | 0.01% | 0.20% | 0.42% | Q1 2019 | Q3 2023 | 7 |
WADE G W & INC | 5 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 7 |
Horan Securities, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Beaumont Financial Partners, LLC | 6 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q4 2021 | 7 |
Tuscan Ridge Asset Management LLC | 3 | 3 | 0.03% | 0.05% | 0.06% | Q2 2019 | Q4 2019 | 7 |
BAIRD ROBERT W & CO INC /WI/ | 7 | 7 | 0.05% | 0.08% | 0.10% | Q3 2013 | Q1 2015 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
KEMPNER CAPITAL MANAGEMENT INC. | 7 | 7 | 0.97% | 2.63% | 3.97% | Q1 2022 | Q3 2023 | 7 |
Braun-Bostich & Associates Inc. | 7 | 7 | 0.08% | 0.09% | 0.10% | Q4 2017 | Q2 2019 | 7 |
Continuum Advisory, LLC | 7 | 7 | 0.08% | 0.10% | 0.12% | Q1 2022 | Q3 2023 | 7 |
CarsonAllaria Wealth Management, Ltd. | 4 | 3 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Bank of New Hampshire | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
FIRST INTERSTATE BANK | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2018 | 7 |
CT Financial Advisors LLC | 7 | 7 | 0.01% | 0.03% | 0.05% | Q3 2015 | Q1 2017 | 7 |
Regal Investment Advisors LLC | 4 | 1 | 0.00% | 0.02% | 0.02% | Q3 2013 | Q4 2021 | 7 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 7 |
Pinnacle Wealth Management Group, Inc. | 7 | 7 | 0.18% | 0.22% | 0.30% | Q1 2022 | Q3 2023 | 7 |
RICHELIEU GESTION SA | 7 | 7 | 0.09% | 0.20% | 0.29% | Q1 2022 | Q3 2023 | 7 |
Anson Funds Management LP | 2 | 1 | 0.08% | 0.20% | 0.43% | Q3 2020 | Q3 2023 | 7 |
NumerixS Investment Technologies Inc | 2 | 1 | 0.06% | 0.21% | 0.44% | Q4 2014 | Q1 2020 | 7 |
Annex Advisory Services, LLC | 7 | 7 | 0.05% | 0.30% | 0.52% | Q2 2020 | Q4 2021 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
Seafarer Capital Partners, LLC | 7 | 7 | 5.93% | 7.83% | 10.34% | Q4 2016 | Q2 2018 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.01% | 0.16% | 0.62% | Q3 2014 | Q4 2022 | 7 |
Polaris Capital Management, LLC | 7 | 7 | 0.02% | 0.06% | 0.08% | Q2 2013 | Q4 2014 | 7 |
WP Advisors, LLC | 7 | 7 | 0.17% | 0.25% | 0.30% | Q1 2021 | Q3 2022 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.32% | 0.36% | 0.38% | Q2 2013 | Q4 2014 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Graham Capital Management, L.P. | 5 | 1 | 0.05% | 0.30% | 0.76% | Q4 2020 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.08% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 7 |
LMCG INVESTMENTS, LLC | 7 | 7 | 0.02% | 0.20% | 0.34% | Q1 2022 | Q3 2023 | 7 |
Resurgent Financial Advisors LLC | 7 | 7 | 0.02% | 0.15% | 0.23% | Q1 2022 | Q3 2023 | 7 |
SAX WEALTH ADVISORS, LLC | 7 | 7 | 0.07% | 0.11% | 0.15% | Q4 2020 | Q2 2022 | 7 |
Discovery Value Fund | 3 | 1 | 0.11% | 3.57% | 12.52% | Q3 2019 | Q1 2022 | 7 |
Greenwoods Asset Management Hong Kong Ltd. | 6 | 1 | 0.18% | 0.92% | 2.40% | Q1 2021 | Q4 2022 | 7 |
UNITED MARITIME CAPITAL LLC | 6 | 6 | 0.18% | 0.28% | 0.58% | Q4 2020 | Q1 2022 | 6 |
Albar Capital Ltd | 2 | 2 | 1.45% | 3.08% | 6.58% | Q4 2020 | Q2 2023 | 6 |
DGS Capital Management, LLC | 6 | 6 | 0.52% | 0.72% | 0.93% | Q4 2021 | Q1 2023 | 6 |
Bristlecone Advisors, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Ipswich Investment Management Co., Inc. | 4 | 1 | 0.01% | 0.14% | 0.22% | Q1 2016 | Q4 2021 | 6 |
Premier Fund Managers Ltd | 4 | 2 | 0.00% | 0.06% | 0.31% | Q1 2021 | Q3 2023 | 6 |
CALTON & ASSOCIATES, INC. | 4 | 1 | 0.04% | 0.06% | 0.09% | Q4 2017 | Q2 2021 | 6 |
Aquatic Capital Management LLC | 5 | 1 | 0.18% | 0.40% | 0.74% | Q4 2021 | Q3 2023 | 6 |
Firsthand Capital Management, Inc. | 6 | 6 | 1.04% | 2.16% | 3.40% | Q3 2018 | Q4 2019 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q1 2022 | 6 |
Slow Capital, Inc. | 6 | 6 | 0.05% | 0.06% | 0.07% | Q3 2020 | Q4 2021 | 6 |
Covea Finance | 6 | 6 | 0.13% | 0.17% | 0.20% | Q3 2022 | Q4 2023 | 6 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 6 | 6 | 0.34% | 0.48% | 0.60% | Q2 2021 | Q3 2022 | 6 |
U.S. Capital Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.12% | 0.19% | Q3 2021 | Q4 2022 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 6 |
Timber Hill LLC | 1 | 1 | 0.00% | 0.04% | 0.25% | Q2 2013 | Q1 2018 | 6 |
D.B. Root & Company, LLC | 4 | 2 | 0.13% | 0.17% | 0.21% | Q1 2022 | Q3 2023 | 6 |
Spotlight Asset Group, Inc. | 4 | 2 | 0.09% | 0.12% | 0.15% | Q4 2020 | Q3 2023 | 6 |
McCarthy Grittinger Financial Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2022 | 6 |
IBEX WEALTH ADVISORS | 5 | 1 | 0.00% | 0.77% | 1.07% | Q4 2016 | Q4 2021 | 6 |
Ironvine Capital Partners, LLC | 6 | 6 | 0.32% | 0.37% | 0.42% | Q2 2022 | Q3 2023 | 6 |
PGIM Custom Harvest LLC | 4 | 2 | 0.02% | 0.11% | 0.26% | Q4 2020 | Q1 2023 | 6 |
Maven Securities LTD | 3 | 1 | 0.01% | 0.12% | 0.36% | Q4 2016 | Q3 2022 | 6 |
DONALDSON CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
JT Stratford LLC | 3 | 3 | 0.32% | 0.47% | 0.68% | Q4 2020 | Q3 2023 | 6 |
HMS Capital Management, LLC | 6 | 6 | 0.20% | 0.23% | 0.24% | Q4 2020 | Q1 2022 | 6 |
NATIONAL PLANNING CORP | 5 | 1 | 0.01% | 0.11% | 0.18% | Q4 2014 | Q3 2017 | 6 |
Verdad Advisers, LP | 3 | 3 | 0.98% | 1.66% | 2.80% | Q4 2021 | Q3 2023 | 6 |
STERNE AGEE GROUP, INC. | 6 | 6 | 0.42% | 0.57% | 0.66% | Q4 2013 | Q1 2015 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.01% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 6 | 6 | 0.84% | 0.92% | 0.98% | Q2 2013 | Q3 2014 | 6 |
SEI TRUST CO | 6 | 6 | 0.05% | 0.25% | 0.55% | Q2 2013 | Q3 2014 | 6 |
Transamerica Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.02% | 0.10% | Q2 2022 | Q3 2023 | 6 |
First Command Bank | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2021 | 6 |
Corbenic Partners LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.34% | 0.39% | 0.48% | Q2 2022 | Q3 2023 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 6 | 6 | 0.59% | 0.82% | 1.13% | Q2 2022 | Q3 2023 | 6 |
State of Wyoming | 6 | 6 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q2 2022 | 6 |
Greylin Investment Management, Inc | 6 | 6 | 0.11% | 0.19% | 0.26% | Q3 2020 | Q4 2021 | 6 |
ANGELES WEALTH MANAGEMENT, LLC | 5 | 1 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 6 |
TRANSCEND CAPITAL ADVISORS, LLC | 3 | 1 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 6 |
Taika Capital, LP | 5 | 1 | 0.78% | 1.97% | 3.45% | Q1 2022 | Q3 2023 | 6 |
SAGE RHINO CAPITAL LLC | 4 | 2 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 6 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6 | 6 | 0.02% | 0.10% | 0.20% | Q2 2022 | Q3 2023 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
HYMAN CHARLES D | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
VESTOR CAPITAL, LLC | 5 | 1 | 0.01% | 0.99% | 1.58% | Q3 2020 | Q1 2022 | 6 |
XTX Topco Ltd | 4 | 2 | 0.07% | 0.19% | 0.39% | Q2 2021 | Q2 2023 | 6 |
Stone Toro Investment Advisers, LP | 4 | 2 | 0.12% | 0.68% | 2.31% | Q3 2013 | Q1 2015 | 6 |
PHILADELPHIA TRUST CO | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.01% | 0.06% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Cox Capital Mgt LLC | 6 | 6 | 0.32% | 0.36% | 0.43% | Q2 2022 | Q3 2023 | 6 |
VETAMER CAPITAL MANAGEMENT, L.P. | 5 | 5 | 1.21% | 2.74% | 3.90% | Q3 2022 | Q3 2023 | 6 |
Syntal Capital Partners, LLC | 5 | 1 | 0.19% | 0.44% | 0.68% | Q4 2016 | Q4 2020 | 6 |
Lake Point Wealth Management | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 6 |
BESSEMER SECURITIES LLC | 6 | 6 | 0.14% | 0.18% | 0.19% | Q1 2021 | Q2 2022 | 6 |
Narus Financial Partners, LLC | 4 | 1 | 0.11% | 0.25% | 0.33% | Q4 2016 | Q2 2023 | 6 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q3 2014 | Q2 2018 | 6 |
Summit Trail Advisors, LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q2 2023 | 6 |
Global Wealth Management Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2020 | 6 |
TIEMANN INVESTMENT ADVISORS, LLC | 6 | 6 | 0.13% | 0.14% | 0.15% | Q3 2020 | Q4 2021 | 6 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 6 |
Family CFO Inc | 5 | 1 | 0.00% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 6 |
Willingdon Wealth Management | 6 | 6 | 0.00% | 0.22% | 1.32% | Q2 2017 | Q3 2018 | 6 |
USCA RIA LLC | 6 | 6 | 0.03% | 0.15% | 0.32% | Q1 2020 | Q2 2021 | 6 |
Ridgewood Investments LLC | 6 | 6 | 0.28% | 0.61% | 0.76% | Q2 2022 | Q3 2023 | 6 |
Airain ltd | 3 | 1 | 0.08% | 0.31% | 0.57% | Q2 2015 | Q1 2017 | 6 |
Riggs Asset Managment Co. Inc. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
Secrest Blakey & Associates, LLC | 2 | 1 | 0.18% | 0.20% | 0.22% | Q4 2017 | Q3 2019 | 6 |
Polar Capital Holdings Plc | 6 | 6 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q1 2022 | 6 |
Oak Harvest Investment Services | 6 | 6 | 0.14% | 0.19% | 0.27% | Q4 2021 | Q1 2023 | 6 |
Odey Holdings Ltd | 4 | 2 | 4.67% | 5.34% | 6.29% | Q2 2021 | Q4 2022 | 6 |
Plancorp, LLC | 6 | 6 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q1 2022 | 6 |
Landsberg, Bennett, & Dubbaneh LLC | 6 | 6 | 0.09% | 0.29% | 0.44% | Q2 2020 | Q3 2021 | 6 |
Pinkerton Retirement Specialists, LLC | 3 | 3 | 0.21% | 0.43% | 0.67% | Q2 2016 | Q3 2023 | 6 |
Ergoteles LLC | 5 | 1 | 0.03% | 0.09% | 0.18% | Q3 2021 | Q1 2023 | 6 |
Noked Capital LTD | 2 | 1 | 0.10% | 2.48% | 7.53% | Q2 2019 | Q2 2022 | 6 |
M Holdings Securities, Inc. | 5 | 1 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2023 | 6 |
DT Investment Partners, LLC | 6 | 6 | 0.03% | 0.06% | 0.10% | Q4 2019 | Q1 2021 | 6 |
Sageworth Trust Co of South Dakota | 6 | 6 | 0.02% | 0.04% | 0.12% | Q4 2021 | Q1 2023 | 6 |
Naviter Wealth, LLC | 6 | 6 | 0.98% | 1.15% | 1.25% | Q2 2022 | Q3 2023 | 6 |
Stuart Chaussee & Associates, Inc. | 4 | 2 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2022 | 6 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 5 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2021 | 6 |
KINGS POINT CAPITAL MANAGEMENT | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
HBC Financial Services, PLLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Alight Capital Management LP | 3 | 1 | 1.88% | 3.34% | 5.40% | Q3 2019 | Q1 2023 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.03% | 0.17% | 0.32% | Q2 2015 | Q3 2016 | 6 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 4 | 1 | 0.00% | 0.08% | 0.13% | Q3 2018 | Q4 2021 | 6 |
MANNING & NAPIER ADVISORS LLC | 6 | 6 | 0.07% | 0.13% | 0.19% | Q2 2016 | Q3 2017 | 6 |
Daiwa SB Investments Ltd. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2016 | 6 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 2 | 1 | 0.01% | 0.05% | 0.07% | Q3 2016 | Q3 2023 | 6 |
Atlas Private Wealth Management | 6 | 6 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q1 2021 | 6 |
Polar Capital LLP | 4 | 1 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q3 2020 | 6 |
First National Bank of South Miami | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Bedel Financial Consulting, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
ACADEMY CAPITAL MANAGEMENT INC/TX | 6 | 6 | 1.15% | 2.15% | 3.39% | Q2 2022 | Q3 2023 | 6 |
APEIRON CAPITAL Ltd | 6 | 6 | 4.83% | 6.22% | 8.71% | Q1 2022 | Q2 2023 | 6 |
HAZLETT, BURT & WATSON, INC. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Capital Asset Advisory Services LLC | 6 | 6 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q1 2022 | 6 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.08% | 0.23% | 0.50% | Q3 2013 | Q4 2022 | 6 |
RPG Investment Advisory, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Resonant Capital Advisors, LLC | 4 | 2 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 6 |
Echo Street Capital Management LLC | 6 | 6 | 0.88% | 0.98% | 1.10% | Q2 2021 | Q3 2022 | 6 |
Gs Investments, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
HOEY INVESTMENTS, INC | 4 | 2 | 0.01% | 0.03% | 0.07% | Q1 2021 | Q3 2023 | 6 |
Professional Financial Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 6 | 6 | 0.02% | 0.13% | 0.31% | Q2 2013 | Q3 2014 | 6 |
Bernardo Wealth Planning LLC | 6 | 6 | 0.10% | 0.12% | 0.15% | Q4 2020 | Q1 2022 | 6 |
Cypress Wealth Advisors LLC | 6 | 6 | 0.17% | 0.22% | 0.26% | Q1 2016 | Q2 2017 | 6 |
Cypress Capital Group | 3 | 1 | 0.03% | 0.10% | 0.17% | Q2 2021 | Q3 2023 | 6 |
Victoria 1522 Investments, LP | 6 | 6 | 5.59% | 10.93% | 14.20% | Q2 2013 | Q3 2014 | 6 |
44 WEALTH MANAGEMENT LLC | 5 | 5 | 0.08% | 0.09% | 0.10% | Q1 2021 | Q1 2022 | 5 |
NEW ENGLAND ASSET MANAGEMENT INC | 5 | 5 | 0.05% | 0.26% | 0.57% | Q3 2022 | Q3 2023 | 5 |
Sand Hill Global Advisors, LLC | 3 | 2 | 0.01% | 0.04% | 0.09% | Q3 2019 | Q2 2021 | 5 |
Soros Fund Management | 4 | 1 | 0.04% | 0.11% | 0.18% | Q3 2021 | Q3 2023 | 5 |
BOSTON FAMILY OFFICE LLC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2023 | 5 |
WEXFORD CAPITAL LP | 1 | 1 | 0.05% | 0.35% | 1.10% | Q3 2016 | Q3 2023 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.12% | 0.22% | 0.27% | Q2 2013 | Q2 2014 | 5 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q3 2017 | 5 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q1 2021 | 5 |
FULTON BREAKEFIELD BROENNIMAN LLC | 5 | 5 | 0.85% | 1.16% | 1.55% | Q3 2022 | Q3 2023 | 5 |
HANSEATIC MANAGEMENT SERVICES INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 5 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 5 | 5 | 0.05% | 0.07% | 0.08% | Q1 2021 | Q1 2022 | 5 |
GENESEE VALLEY TRUST CO | 3 | 2 | 0.16% | 0.19% | 0.21% | Q2 2013 | Q4 2014 | 5 |
CENTRAL BANK & TRUST CO | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
CIM INVESTMENT MANAGEMENT INC | 4 | 1 | 0.14% | 0.16% | 0.17% | Q1 2014 | Q2 2017 | 5 |
BANCED CORP | 5 | 5 | 0.20% | 0.62% | 0.91% | Q4 2013 | Q4 2014 | 5 |
QUANTUM CAPITAL MANAGEMENT | 3 | 2 | 0.03% | 0.05% | 0.07% | Q2 2016 | Q4 2017 | 5 |
Apex Capital Management | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q1 2016 | 5 |
FMA ADVISORY INC | 5 | 5 | 0.14% | 0.22% | 0.39% | Q3 2020 | Q3 2021 | 5 |
Linscomb & Williams, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Hillman Capital Management, Inc. | 5 | 5 | 2.91% | 3.21% | 3.53% | Q3 2022 | Q3 2023 | 5 |
AlphaMark Advisors, LLC | 2 | 1 | 0.00% | 0.03% | 0.14% | Q4 2019 | Q3 2023 | 5 |
Passport Capital, LLC | 4 | 4 | 0.04% | 0.53% | 1.84% | Q1 2016 | Q4 2016 | 5 |
BRIGHTON JONES LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 5 |
Visium Asset Management, LP | 3 | 2 | 0.01% | 0.05% | 0.08% | Q3 2013 | Q4 2015 | 5 |
ZEVIN ASSET MANAGEMENT LLC | 5 | 5 | 2.70% | 2.84% | 3.17% | Q1 2017 | Q1 2018 | 5 |
Pinnacle Holdings, LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 5 |
J. Goldman & Co LP | 1 | 1 | 0.00% | 0.32% | 1.07% | Q1 2015 | Q3 2023 | 5 |
Busey Bank | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
CTC LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 5 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.03% | 0.29% | 0.62% | Q3 2019 | Q3 2023 | 5 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.03% | 0.07% | Q4 2020 | Q2 2023 | 5 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 3 | 2 | 0.00% | 0.82% | 1.58% | Q1 2015 | Q4 2017 | 5 |
Northern Cross, LLC | 2 | 1 | 4.66% | 18.05% | 28.47% | Q2 2013 | Q3 2018 | 5 |
Sageworth Trust Co | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 5 |
Counsel Portfolio Services Inc. | 4 | 1 | 0.04% | 0.08% | 0.12% | Q2 2013 | Q2 2016 | 5 |
New Vernon Capital Holdings II LLC | 3 | 1 | 1.24% | 2.08% | 3.07% | Q3 2020 | Q2 2023 | 5 |
Smart Portfolios, LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q1 2018 | Q1 2019 | 5 |
MARSHALL WACE ASIA Ltd | 3 | 1 | 0.00% | 0.48% | 0.94% | Q1 2017 | Q4 2020 | 5 |
Institute for Wealth Management, LLC. | 5 | 5 | 0.05% | 0.05% | 0.06% | Q1 2021 | Q1 2022 | 5 |
Redhawk Wealth Advisors, Inc. | 4 | 1 | 0.02% | 0.07% | 0.09% | Q2 2019 | Q2 2021 | 5 |
Hilton Capital Management, LLC | 3 | 2 | 0.07% | 0.31% | 0.66% | Q1 2021 | Q3 2023 | 5 |
Glaxis Capital Management, LLC | 3 | 1 | 0.96% | 1.54% | 2.62% | Q2 2019 | Q2 2023 | 5 |
WealthStone, Inc. | 4 | 1 | 0.01% | 0.27% | 0.44% | Q2 2019 | Q1 2021 | 5 |
Baltimore-Washington Financial Advisors, Inc. | 5 | 5 | 0.02% | 0.45% | 0.58% | Q1 2021 | Q1 2022 | 5 |
PDT Partners, LLC | 2 | 1 | 0.13% | 0.32% | 0.72% | Q2 2013 | Q2 2015 | 5 |
Baring International Investment Ltd | 5 | 5 | 3.68% | 4.42% | 4.91% | Q2 2013 | Q2 2014 | 5 |
King Wealth Management Group | 5 | 5 | 0.06% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Antonetti Capital Management LLC | 5 | 5 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q2 2014 | 5 |
Covington Investment Advisors Inc. | 5 | 5 | 1.18% | 1.26% | 1.38% | Q4 2020 | Q4 2021 | 5 |
Strategic Advisors LLC | 5 | 5 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q4 2021 | 5 |
Blackhawk Capital Partners LLC. | 3 | 2 | 0.01% | 0.64% | 1.52% | Q4 2017 | Q3 2023 | 5 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.02% | 0.03% | 0.03% | Q3 2017 | Q3 2020 | 5 |
Detwiler Fenton Investment Management LLC | 5 | 5 | 2.72% | 4.06% | 5.13% | Q2 2014 | Q2 2015 | 5 |
Cranbrook Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 5 |
B. Riley Wealth Management, Inc. | 3 | 2 | 0.02% | 0.07% | 0.16% | Q1 2015 | Q1 2022 | 5 |
Amica Retiree Medical Trust | 5 | 5 | 0.58% | 0.81% | 0.99% | Q3 2022 | Q3 2023 | 5 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 4 | 1 | 0.00% | 0.03% | 0.13% | Q1 2016 | Q2 2018 | 5 |
Freemont Management S.A. | 5 | 5 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2022 | 5 |
Raab & Moskowitz Asset Management LLC | 5 | 5 | 0.23% | 0.28% | 0.34% | Q2 2021 | Q2 2022 | 5 |
Peak Asset Management, LLC | 5 | 5 | 0.07% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
MV CAPITAL MANAGEMENT, INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 5 |
WealthPLAN Partners, LLC | 2 | 1 | 0.01% | 0.01% | 0.03% | Q1 2015 | Q2 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 5 |
Resonate Capital, LLC | 5 | 5 | 2.82% | 3.73% | 4.82% | Q2 2022 | Q2 2023 | 5 |
NWAM LLC | 2 | 1 | 0.02% | 0.06% | 0.12% | Q3 2019 | Q1 2022 | 5 |
Invictus RG | 2 | 1 | 0.01% | 1.67% | 7.33% | Q4 2015 | Q4 2020 | 5 |
V Wealth Advisors LLC | 3 | 2 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q2 2023 | 5 |
Mandatum Life Insurance Co Ltd | 5 | 5 | 0.09% | 0.17% | 0.28% | Q4 2015 | Q4 2016 | 5 |
PHYSICIANS FINANCIAL SERVICES, INC. | 5 | 5 | 0.16% | 0.18% | 0.19% | Q4 2020 | Q4 2021 | 5 |
BRILLIANCE ASSET MANAGEMENT LTD | 4 | 1 | 0.27% | 3.26% | 13.95% | Q2 2020 | Q2 2022 | 5 |
TRUE Private Wealth Advisors | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2020 | 5 |
Probity Advisors, Inc. | 3 | 2 | 0.06% | 0.10% | 0.14% | Q2 2022 | Q3 2023 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Enlightenment Research, LLC | 2 | 1 | 0.63% | 0.97% | 1.68% | Q4 2018 | Q2 2022 | 5 |
BREAKLINE CAPITAL LLC | 2 | 1 | 1.31% | 3.03% | 7.15% | Q4 2018 | Q3 2021 | 5 |
Global Financial Private Capital, Inc | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2020 | 5 |
Family Legacy, Inc. | 5 | 5 | 0.85% | 1.08% | 1.19% | Q3 2022 | Q3 2023 | 5 |
Abbot Financial Management, Inc. | 5 | 5 | 0.09% | 0.13% | 0.15% | Q2 2021 | Q2 2022 | 5 |
MCIA Inc | 3 | 2 | 0.10% | 0.41% | 0.88% | Q2 2017 | Q1 2021 | 5 |
MPS Loria Financial Planners, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q1 2021 | 5 |
Independence Bank of Kentucky | 5 | 5 | 0.01% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Requisite Capital Management, LLC | 3 | 2 | 0.07% | 0.16% | 0.21% | Q3 2020 | Q1 2022 | 5 |
Solstein Capital, LLC | 5 | 5 | 0.02% | 0.08% | 0.13% | Q2 2021 | Q2 2022 | 5 |
Rheos Capital Works Inc. | 3 | 2 | 0.78% | 1.15% | 1.60% | Q4 2019 | Q3 2023 | 5 |
Susquehanna International Securities, Ltd. | 2 | 1 | 0.19% | 1.43% | 4.20% | Q1 2020 | Q2 2023 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.01% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 5 |
OSTRUM ASSET MANAGEMENT | 3 | 2 | 0.45% | 3.51% | 8.44% | Q1 2019 | Q3 2020 | 5 |
Lehman & Derafelo Financial Resources LLC | 4 | 1 | 0.08% | 0.09% | 0.11% | Q4 2019 | Q2 2021 | 5 |
Aspex Management (HK) Ltd | 5 | 5 | 3.98% | 5.93% | 7.68% | Q1 2022 | Q1 2023 | 5 |
Atwater Malick LLC | 4 | 1 | 0.07% | 0.11% | 0.13% | Q3 2019 | Q4 2021 | 5 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.14% | 0.24% | 0.45% | Q1 2021 | Q2 2023 | 5 |
Golden State Wealth Management, LLC | 4 | 1 | 0.00% | 0.07% | 0.10% | Q1 2020 | Q1 2022 | 5 |
Hi-Line Capital Management, LLC | 5 | 5 | 2.08% | 3.74% | 4.77% | Q3 2022 | Q3 2023 | 5 |
Leelyn Smith, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
PSI Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 5 | 5 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q4 2021 | 5 |
VERUS CAPITAL PARTNERS, LLC | 3 | 2 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 5 |
General Partner, Inc. | 5 | 5 | 0.42% | 0.48% | 0.52% | Q4 2022 | Q4 2023 | 5 |
SPRENG CAPITAL MANAGEMENT, INC. | 5 | 5 | 0.14% | 0.22% | 0.27% | Q1 2021 | Q1 2022 | 5 |
BELLEVUE ASSET MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2021 | 5 |
DCF Advisers, LLC | 2 | 1 | 0.11% | 0.31% | 0.43% | Q2 2021 | Q4 2022 | 5 |
ESA Global Value Fund | 5 | 5 | 0.00% | 8.13% | 23.76% | Q3 2022 | Q3 2023 | 5 |
Auxano Advisors, LLC | 2 | 1 | 0.08% | 0.10% | 0.13% | Q1 2021 | Q2 2023 | 5 |
Stenahm Asset Managment Ltd | 5 | 5 | 10.42% | 13.43% | 15.99% | Q4 2020 | Q4 2021 | 5 |
Legal Advantage Investments, Inc. | 5 | 5 | 0.30% | 0.45% | 0.51% | Q3 2022 | Q3 2023 | 5 |
E Fund Management Co., Ltd. | 5 | 5 | 2.68% | 3.74% | 5.29% | Q3 2022 | Q3 2023 | 5 |
Tradition Wealth Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Opal Wealth Advisors, LLC | 5 | 5 | 0.22% | 0.28% | 0.37% | Q4 2020 | Q4 2021 | 5 |
Veery Capital, LLC | 3 | 2 | 0.10% | 0.12% | 0.13% | Q4 2021 | Q3 2023 | 5 |
OneAscent Wealth Management LLC | 3 | 2 | 0.54% | 1.20% | 3.19% | Q4 2020 | Q2 2022 | 5 |
Interchange Capital Partners, LLC | 3 | 2 | 0.22% | 0.28% | 0.44% | Q4 2020 | Q2 2022 | 5 |
Tranquilli Financial Advisor LLC | 4 | 1 | 0.14% | 0.19% | 0.22% | Q1 2022 | Q3 2023 | 5 |
Tenere Capital LLC | 3 | 2 | 1.92% | 3.62% | 6.01% | Q4 2021 | Q3 2023 | 5 |
IronBridge Private Wealth, LLC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q4 2021 | 5 |
Piscataqua Savings Bank | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Optiver Holding B.V. | 4 | 1 | 0.01% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 5 |
Palliser Capital (UK) Ltd | 5 | 5 | 2.92% | 3.73% | 5.02% | Q1 2022 | Q1 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 5 |
Carson Advisory Inc. | 3 | 2 | 0.18% | 0.30% | 0.42% | Q4 2021 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q4 2022 | 5 |
Confluence Wealth Services, Inc. | 3 | 2 | 0.05% | 0.07% | 0.10% | Q1 2022 | Q3 2023 | 5 |
Eschler Asset Management LLP | 4 | 1 | 0.52% | 3.24% | 7.81% | Q4 2021 | Q3 2023 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
Eisler Capital (US) LLC | 2 | 2 | 0.01% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 5 |
Balboa Wealth Partners | 5 | 5 | 1.05% | 1.15% | 1.27% | Q3 2022 | Q3 2023 | 5 |
FSM Wealth Advisors, LLC | 3 | 2 | 0.10% | 0.15% | 0.20% | Q2 2022 | Q3 2023 | 5 |
ICA Group Wealth Management, LLC | 3 | 2 | 0.01% | 0.03% | 0.06% | Q1 2022 | Q2 2023 | 5 |
Citizens Business Bank | 5 | 5 | 0.11% | 0.12% | 0.14% | Q4 2012 | Q4 2013 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.23% | 0.28% | 0.36% | Q3 2022 | Q3 2023 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.91% | 1.02% | 1.10% | Q4 2022 | Q4 2023 | 5 |
Baron Wealth Management LLC | 5 | 5 | 0.18% | 0.25% | 0.28% | Q4 2022 | Q4 2023 | 5 |
WEST PACES ADVISORS INC. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
REGENTS OF THE UNIVERSITY OF CALIFORNIA | 4 | 1 | 1.08% | 1.48% | 2.36% | Q3 2013 | Q1 2015 | 5 |
DEERE & CO | 5 | 5 | 0.04% | 0.05% | 0.06% | Q2 2015 | Q2 2016 | 5 |
PFS INVESTMENTS INC. | 5 | 5 | 0.04% | 0.12% | 0.19% | Q1 2019 | Q1 2020 | 5 |
MONEY CONCEPTS CAPITAL CORP | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 5 | 5 | 0.05% | 0.17% | 0.40% | Q3 2018 | Q3 2019 | 5 |
ARS Investment Partners, LLC | 5 | 5 | 0.26% | 0.41% | 0.49% | Q3 2020 | Q3 2021 | 5 |
SouthState Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
QUEST CAPITAL MANAGEMENT INC /ADV | 5 | 5 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q4 2021 | 5 |
AMICA MUTUAL INSURANCE CO | 5 | 5 | 0.53% | 0.67% | 0.79% | Q3 2022 | Q3 2023 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q2 2014 | 5 |
StoneX Group Inc. | 4 | 1 | 0.03% | 0.48% | 0.89% | Q3 2016 | Q4 2021 | 5 |
TEACHERS ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2014 | 5 |
Perseverance Asset Management International | 3 | 1 | 0.90% | 2.12% | 3.35% | Q2 2022 | Q3 2023 | 4 |
Unified Trust Company, N.A. | 4 | 4 | 1.42% | 1.66% | 2.17% | Q4 2020 | Q3 2021 | 4 |
F&C Asset Management plc | 4 | 4 | 0.06% | 0.15% | 0.34% | Q2 2013 | Q1 2014 | 4 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 4 |
Hayden Royal, LLC | 4 | 4 | 0.14% | 0.30% | 0.55% | Q1 2021 | Q4 2021 | 4 |
Marketfield Asset Management LLC | 4 | 4 | 1.64% | 2.18% | 3.05% | Q2 2014 | Q1 2015 | 4 |
Regency Capital Management Inc.\DE | 3 | 1 | 0.00% | 0.14% | 0.24% | Q4 2021 | Q1 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
NWK Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
NEW SILK ROAD INVESTMENT PTE LTD | 4 | 4 | 4.78% | 10.46% | 12.94% | Q1 2022 | Q4 2022 | 4 |
BANK OF NOVA SCOTIA TRUST CO | 2 | 1 | 0.00% | 0.02% | 0.03% | Q3 2015 | Q3 2023 | 4 |
Adams Wealth Management | 4 | 4 | 0.26% | 0.35% | 0.43% | Q4 2022 | Q3 2023 | 4 |
Governors Lane LP | 3 | 3 | 1.14% | 2.06% | 3.13% | Q1 2023 | Q3 2023 | 4 |
EASTERLY INVESTMENT PARTNERS LLC | 4 | 4 | 0.80% | 1.31% | 1.65% | Q4 2022 | Q3 2023 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q2 2022 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 4 |
Triatomic Management LP | 2 | 1 | 0.16% | 2.67% | 8.79% | Q1 2022 | Q2 2023 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 4 |
OMERS ADMINISTRATION Corp | 4 | 4 | 0.08% | 0.10% | 0.14% | Q1 2019 | Q4 2019 | 4 |
CLEARBRIDGE, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q3 2016 | Q2 2017 | 4 |
Bridgewater Associates | 4 | 4 | 0.04% | 0.08% | 0.10% | Q3 2022 | Q2 2023 | 4 |
Circle Wealth Management, LLC | 3 | 1 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q4 2020 | 4 |
Artal Group S.A. | 3 | 1 | 0.13% | 0.21% | 0.38% | Q2 2020 | Q3 2023 | 4 |
Nachman Norwood & Parrott, Inc | 4 | 4 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q2 2021 | 4 |
Orion Capital Management LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 4 |
Capital Investment Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q4 2023 | 4 |
CoreFirst Bank & Trust | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Fort Point Capital Partners LLC | 2 | 1 | 0.12% | 0.13% | 0.14% | Q1 2017 | Q4 2018 | 4 |
Elgethun Capital Management | 4 | 4 | 0.09% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Sculptor Capital LP | 3 | 1 | 0.03% | 0.62% | 0.88% | Q4 2013 | Q1 2021 | 4 |
MENORA MIVTACHIM HOLDINGS LTD. | 4 | 4 | 0.84% | 1.28% | 1.59% | Q4 2022 | Q3 2023 | 4 |
GlobalBridge, Inc. | 4 | 4 | 0.14% | 0.17% | 0.19% | Q2 2013 | Q1 2014 | 4 |
Gladstone Institutional Advisory LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 4 |
TELEMUS CAPITAL, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2019 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.09% | 0.20% | 0.52% | Q4 2020 | Q3 2021 | 4 |
WHV Investments, Inc. | 3 | 1 | 0.00% | 0.48% | 1.89% | Q2 2013 | Q1 2016 | 4 |
Value Star Asset Management (Hong Kong) Ltd | 2 | 2 | 0.43% | 1.24% | 1.96% | Q4 2020 | Q2 2023 | 4 |
Aspen Grove Capital, LLC | 4 | 4 | 0.18% | 0.21% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Heron Bay Capital Management | 3 | 1 | 0.06% | 0.11% | 0.23% | Q3 2022 | Q3 2023 | 4 |
Advisors Preferred, LLC | 1 | 1 | 0.00% | 0.02% | 0.06% | Q1 2016 | Q3 2023 | 4 |
WINDACRE PARTNERSHIP LLC | 4 | 4 | 5.92% | 9.15% | 11.88% | Q4 2022 | Q3 2023 | 4 |
Windsor Creek Advisors, LLC | 4 | 4 | 0.76% | 0.82% | 0.96% | Q1 2021 | Q4 2021 | 4 |
Charles-Lim Capital Ltd | 2 | 2 | 0.20% | 1.74% | 3.33% | Q1 2022 | Q1 2023 | 4 |
Van Hulzen Asset Management, LLC | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2020 | Q3 2021 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 4 |
IFG Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 4 |
Private Ocean, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 4 |
Sensato Investors LLC | 2 | 1 | 1.34% | 2.49% | 3.87% | Q1 2016 | Q3 2017 | 4 |
Fragasso Group Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q4 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.49% | 0.73% | 0.98% | Q4 2020 | Q3 2021 | 4 |
Standard Family Office LLC | 3 | 1 | 0.01% | 0.10% | 0.31% | Q4 2020 | Q3 2022 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
GVO Asset Management Ltd | 4 | 4 | 1.89% | 4.03% | 5.72% | Q3 2020 | Q2 2021 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
DELPHI MANAGEMENT INC /MA/ | 3 | 1 | 1.06% | 1.20% | 1.43% | Q1 2015 | Q4 2022 | 4 |
FIRST CITIZENS BANK & TRUST CO | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 4 |
Crawford Lake Capital Management, LLC | 1 | 1 | 0.06% | 2.67% | 5.45% | Q3 2019 | Q3 2021 | 4 |
SB Management Ltd | 4 | 4 | 1.77% | 6.79% | 9.54% | Q3 2020 | Q2 2021 | 4 |
Dakota Wealth Management | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 4 |
CMT Capital Markets Trading GmbH | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 4 |
Leisure Capital Management | 3 | 1 | 0.09% | 0.15% | 0.20% | Q3 2020 | Q4 2021 | 4 |
Acrospire Investment Management LLC | 3 | 1 | 0.00% | 0.04% | 0.06% | Q1 2016 | Q1 2017 | 4 |
JACKSON SQUARE CAPITAL, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Luken Investment Analytics, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
HARBER ASSET MANAGEMENT LLC | 3 | 1 | 1.46% | 4.03% | 5.40% | Q4 2021 | Q3 2023 | 4 |
American Assets Investment Management, LLC | 4 | 4 | 0.52% | 0.60% | 0.67% | Q4 2022 | Q3 2023 | 4 |
Lee Financial Co | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 4 |
Cutter & CO Brokerage, Inc. | 4 | 4 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q4 2021 | 4 |
Costello Asset Management, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Robeco Institutional Asset Management B.V. | 4 | 4 | 0.12% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Analog Century Management LP | 4 | 4 | 4.80% | 5.24% | 5.75% | Q4 2022 | Q3 2023 | 4 |
Maytus Capital Management, LLC | 2 | 2 | 1.80% | 2.63% | 4.10% | Q3 2019 | Q3 2020 | 4 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 3 | 1 | 0.38% | 0.53% | 0.69% | Q1 2017 | Q1 2018 | 4 |
Apriem Advisors | 4 | 4 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q4 2021 | 4 |
Crestwood Advisors Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 4 |
First Heartland Consultants, Inc. | 4 | 4 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q1 2021 | 4 |
PenderFund Capital Management Ltd. | 2 | 2 | 0.01% | 0.08% | 0.24% | Q2 2022 | Q2 2023 | 4 |
HL FINANCIAL SERVICES LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 4 |
FORA Capital, LLC | 3 | 1 | 0.21% | 0.28% | 0.32% | Q2 2020 | Q4 2022 | 4 |
VisionPoint Advisory Group, LLC | 4 | 4 | 0.63% | 0.73% | 0.83% | Q4 2022 | Q3 2023 | 4 |
NEW CENTURY INVESTMENT MANAGEMENT, INC | 4 | 4 | 0.69% | 1.09% | 1.29% | Q1 2016 | Q4 2016 | 4 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 4 | 4 | 0.81% | 0.86% | 0.92% | Q4 2022 | Q3 2023 | 4 |
Strategic Blueprint, LLC | 4 | 4 | 0.01% | 0.41% | 0.56% | Q3 2020 | Q2 2021 | 4 |
Versant Capital Management, Inc | 4 | 4 | 0.00% | 0.02% | 0.02% | Q1 2023 | Q4 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q1 2023 | 4 |
Inscription Capital, LLC | 4 | 4 | 0.06% | 0.08% | 0.10% | Q1 2021 | Q4 2021 | 4 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 4 |
Yong Rong (HK) Asset Management Ltd | 2 | 1 | 0.06% | 4.32% | 9.03% | Q1 2019 | Q2 2023 | 4 |
MARINER INVESTMENT GROUP LLC | 4 | 4 | 0.01% | 0.04% | 0.06% | Q1 2022 | Q4 2022 | 4 |
Strategic Family Wealth Counselors, L.L.C. | 3 | 1 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q2 2023 | 4 |
VSR Financial Services, Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2015 | Q4 2015 | 4 |
FIRST HORIZON CORP | 4 | 4 | 1.06% | 1.12% | 1.18% | Q3 2020 | Q2 2021 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.02% | 0.04% | 0.07% | Q2 2023 | Q3 2023 | 4 |
Kingdom Ridge Capital, LLC | 3 | 1 | 1.96% | 4.40% | 7.24% | Q2 2014 | Q2 2015 | 4 |
Beirne Wealth Consulting Services, LLC | 2 | 2 | 0.14% | 0.16% | 0.19% | Q4 2018 | Q4 2020 | 4 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 4 | 4 | 0.01% | 0.04% | 0.07% | Q4 2013 | Q3 2014 | 4 |
Narwhal Capital Management | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
BANK OF HAWAII | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 4 |
FACTORIAL MANAGEMENT Ltd | 4 | 4 | 11.91% | 46.68% | 97.98% | Q1 2022 | Q4 2022 | 4 |
Selective Wealth Management, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2020 | 4 |
BRR OpCo, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q4 2021 | 4 |
Sicart Associates LLC | 3 | 1 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q2 2023 | 4 |
440 INVESTMENT GROUP, LLC | 4 | 4 | 0.60% | 0.61% | 0.63% | Q1 2017 | Q4 2017 | 4 |
BP PLC | 4 | 4 | 0.42% | 0.80% | 1.30% | Q3 2020 | Q2 2021 | 4 |
MBM Wealth Consultants, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2022 | 4 |
EMG Holdings, L.P. | 2 | 2 | 0.04% | 0.21% | 0.30% | Q1 2022 | Q2 2022 | 4 |
WMS Partners, LLC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q3 2021 | 4 |
Legacy Trust | 4 | 4 | 1.00% | 1.16% | 1.26% | Q4 2022 | Q3 2023 | 4 |
PARSONS CAPITAL MANAGEMENT INC/RI | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Sutton Wealth Advisors Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 4 |
Omnia Family Wealth, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2018 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
CPR Investments Inc. | 4 | 4 | 0.27% | 0.36% | 0.53% | Q4 2021 | Q3 2022 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.22% | 0.30% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 0.09% | 0.10% | 0.13% | Q2 2022 | Q3 2023 | 4 |
TRUST CO OF OKLAHOMA | 4 | 4 | 0.10% | 0.16% | 0.21% | Q4 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.02% | 0.27% | 0.39% | Q4 2022 | Q3 2023 | 4 |
NORTHWEST WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Benson Investment Management Company, Inc. | 2 | 2 | 2.24% | 2.40% | 2.56% | Q4 2019 | Q4 2021 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Cravens & Co Advisors, LLC | 4 | 4 | 0.48% | 0.63% | 0.72% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BREITER CAPITAL MANAGEMENT INC | 4 | 4 | 0.22% | 0.25% | 0.27% | Q2 2021 | Q1 2022 | 4 |
BOS Asset Management, LLC | 4 | 4 | 0.18% | 0.22% | 0.25% | Q4 2022 | Q3 2023 | 4 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q4 2019 | 4 |
Park Place Capital Corp | 4 | 4 | 0.03% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.18% | 0.18% | 0.20% | Q4 2022 | Q3 2023 | 4 |
PFG Advisors | 3 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 4 |
AlphaQ Advisors LLC | 4 | 4 | 0.52% | 0.63% | 0.77% | Q4 2022 | Q3 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Clifford Group, LLC | 4 | 4 | 0.38% | 0.49% | 0.57% | Q4 2022 | Q3 2023 | 4 |
Grey Fox Wealth Advisors, LLC | 4 | 4 | 0.20% | 0.29% | 0.38% | Q4 2022 | Q3 2023 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 0.44% | 0.60% | 0.70% | Q4 2022 | Q3 2023 | 4 |
Legacy Advisors, LLC | 4 | 4 | 0.12% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.07% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
BANK HAPOALIM BM | 3 | 1 | 0.03% | 0.06% | 0.09% | Q1 2021 | Q3 2022 | 4 |
Evergreen Wealth Management, LLC | 4 | 4 | 1.13% | 1.33% | 1.50% | Q4 2022 | Q3 2023 | 4 |
Manchester Global Management (UK) Ltd | 4 | 4 | 4.19% | 5.52% | 6.99% | Q4 2022 | Q3 2023 | 4 |
7G CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.05% | 0.21% | 0.28% | Q4 2022 | Q3 2023 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
tru Independence LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.14% | 0.16% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Athos Capital Ltd | 4 | 4 | 1.29% | 3.01% | 5.00% | Q4 2018 | Q3 2019 | 4 |
IMPAX ASSET MANAGEMENT LLC | 4 | 4 | 0.30% | 0.66% | 0.89% | Q2 2013 | Q1 2014 | 4 |
Seed Wealth Management, Inc. | 4 | 4 | 0.38% | 0.43% | 0.47% | Q4 2022 | Q3 2023 | 4 |
Sepio Capital, LP | 3 | 1 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 4 |
HF Advisory Group, LLC | 4 | 4 | 0.59% | 0.68% | 0.79% | Q4 2022 | Q3 2023 | 4 |
Coatue Management | 3 | 1 | 0.46% | 2.12% | 3.65% | Q4 2021 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Almanack Investment Partners, LLC. | 3 | 1 | 0.02% | 0.13% | 0.20% | Q1 2020 | Q1 2021 | 4 |
TCF National Bank | 3 | 1 | 0.02% | 0.06% | 0.10% | Q4 2019 | Q1 2021 | 4 |
Compound Global Advisors, LLC | 4 | 4 | 1.83% | 2.82% | 4.41% | Q4 2022 | Q3 2023 | 4 |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.15% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2020 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.22% | 0.28% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Rock Creek Group, LP | 2 | 1 | 0.02% | 0.31% | 0.95% | Q2 2013 | Q1 2023 | 4 |
1900 WEALTH MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.43% | 0.51% | 0.57% | Q4 2022 | Q3 2023 | 4 |
WEST BANCORPORATION INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Avion Wealth | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.03% | 0.05% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Warther Private Wealth, LLC | 2 | 2 | 0.39% | 1.49% | 4.26% | Q1 2022 | Q3 2023 | 4 |
Peak Financial Management, Inc. | 4 | 4 | 0.07% | 0.09% | 0.10% | Q1 2021 | Q4 2021 | 4 |
TIGER GLOBAL MANAGEMENT LLC | 3 | 1 | 0.83% | 1.27% | 1.58% | Q3 2022 | Q3 2023 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
ALBERT D MASON INC | 4 | 4 | 0.42% | 0.47% | 0.50% | Q1 2023 | Q4 2023 | 4 |
Ausdal Financial Partners, Inc. | 2 | 1 | 0.01% | 0.05% | 0.08% | Q4 2015 | Q2 2021 | 4 |
Accuvest Global Advisors | 2 | 1 | 0.03% | 0.28% | 0.76% | Q4 2019 | Q1 2023 | 4 |
Physician Wealth Advisors, Inc. | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Lodestone Wealth Management LLC | 4 | 4 | 0.21% | 0.23% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Mount Lucas Management LP | 4 | 4 | 0.73% | 0.80% | 0.91% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
MONARCH CAPITAL MANAGEMENT INC/ | 3 | 1 | 0.05% | 0.06% | 0.06% | Q3 2021 | Q2 2023 | 4 |
FALCON POINT CAPITAL, LLC | 2 | 2 | 0.15% | 1.51% | 2.88% | Q3 2019 | Q4 2020 | 4 |
Virtus Investment Advisers, Inc. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q2 2023 | 4 |
Sonnipe Ltd | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
SYMPHONY ASSET MANAGEMENT LLC | 2 | 2 | 0.03% | 0.11% | 0.18% | Q4 2014 | Q3 2019 | 4 |
Capital Group Investment Management Pte. Ltd. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Callan Family Office, LLC | 4 | 4 | 0.08% | 0.12% | 0.16% | Q4 2022 | Q3 2023 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
TIFF ADVISORY SERVICES, LLC | 4 | 4 | 0.11% | 0.21% | 0.39% | Q2 2013 | Q1 2014 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.14% | 0.16% | 0.17% | Q4 2022 | Q3 2023 | 4 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 4 | 4 | 0.12% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
IRONBRIDGE CAPITAL MANAGEMENT LP | 4 | 4 | 0.49% | 0.66% | 0.83% | Q3 2013 | Q2 2014 | 4 |
Metropolis Capital Ltd | 4 | 4 | 2.08% | 3.48% | 4.31% | Q1 2023 | Q4 2023 | 4 |
Summit Financial, LLC | 2 | 2 | 0.02% | 0.05% | 0.12% | Q3 2022 | Q3 2023 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.20% | 0.22% | 0.22% | Q4 2022 | Q3 2023 | 4 |
PointState Capital LP | 2 | 1 | 0.14% | 0.46% | 0.96% | Q3 2019 | Q3 2023 | 4 |
Alpha Square Group S LLC | 3 | 3 | 0.07% | 0.19% | 0.29% | Q4 2021 | Q2 2022 | 4 |
Odey Holdings AG | 4 | 4 | 1.94% | 4.10% | 5.61% | Q2 2020 | Q1 2021 | 4 |
BHF Kleinwort Benson Group S.A. | 2 | 1 | 0.00% | 0.16% | 0.31% | Q2 2013 | Q1 2015 | 4 |
Bluefin Trading, LLC | 2 | 1 | 0.00% | 0.05% | 0.12% | Q2 2014 | Q4 2019 | 4 |
Adero Partners, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 4 |
Laidlaw Wealth Management LLC | 4 | 4 | 0.05% | 0.06% | 0.09% | Q2 2021 | Q1 2022 | 4 |
AXXCESS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q3 2022 | 4 |
J.Safra Asset Management Corp | 4 | 4 | 0.14% | 0.30% | 0.44% | Q1 2021 | Q4 2021 | 4 |
City State Bank | 4 | 4 | 0.01% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Horizon Family Wealth, Inc. | 4 | 4 | 0.25% | 0.25% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Chesapeake Wealth Management | 4 | 4 | 0.10% | 0.18% | 0.22% | Q1 2021 | Q4 2021 | 4 |
FISHMAN JAY A LTD/MI | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
MAPLE SECURITIES USA INC | 2 | 1 | 0.03% | 0.05% | 0.07% | Q3 2013 | Q1 2015 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 1.81% | 2.21% | 2.38% | Q4 2022 | Q3 2023 | 4 |
Ameliora Wealth Management Ltd. | 3 | 1 | 0.02% | 0.04% | 0.09% | Q3 2022 | Q3 2023 | 4 |
ONTARIO TEACHERS PENSION PLAN BOARD | 4 | 4 | 0.08% | 0.10% | 0.11% | Q2 2013 | Q1 2014 | 4 |
New Millennium Group LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Barrier Capital Management, LLC | 4 | 4 | 3.31% | 8.09% | 10.91% | Q4 2022 | Q3 2023 | 4 |
Duquesne Family Office | 2 | 1 | 0.34% | 1.35% | 2.33% | Q1 2021 | Q2 2023 | 4 |
Myriad Asset Management Ltd. | 4 | 4 | 2.03% | 3.37% | 5.58% | Q4 2017 | Q3 2018 | 4 |
Great Lakes Retirement, Inc. | 4 | 4 | 0.17% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Opera Trading Capital | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
PineStone Asset Management Inc. | 4 | 4 | 2.33% | 5.09% | 6.58% | Q4 2022 | Q3 2023 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2022 | 4 |
Amplius Wealth Advisors, LLC | 4 | 4 | 0.05% | 0.08% | 0.11% | Q4 2021 | Q3 2022 | 4 |
Windsor Capital Management, LLC | 4 | 4 | 0.24% | 0.26% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Old Well Partners, LLC | 2 | 1 | 3.04% | 3.71% | 4.63% | Q3 2021 | Q3 2023 | 4 |
MOTCO | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 4 |
Connective Capital Management, LLC | 4 | 4 | 6.27% | 7.38% | 8.40% | Q2 2013 | Q1 2014 | 4 |
Fifth Third Wealth Advisors LLC | 4 | 4 | 0.11% | 0.21% | 0.46% | Q1 2023 | Q4 2023 | 4 |
Schubert & Co | 4 | 4 | 0.01% | 0.03% | 0.06% | Q2 2022 | Q1 2023 | 4 |
Bank Julius Baer & Co. Ltd, Zurich | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2021 | 4 |
Invictus RG Pte. Ltd. | 2 | 2 | 0.01% | 0.04% | 0.10% | Q3 2014 | Q3 2015 | 4 |
First PREMIER Bank | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Frontier Wealth Management LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q2 2022 | 4 |
AM Squared Ltd | 4 | 4 | 0.20% | 0.37% | 0.53% | Q4 2022 | Q3 2023 | 4 |
CenterBook Partners LP | 4 | 4 | 0.19% | 0.35% | 0.58% | Q2 2022 | Q1 2023 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 3.92% | 4.96% | 6.17% | Q4 2022 | Q3 2023 | 4 |
Hunter Perkins Capital Management, LLC | 2 | 1 | 0.29% | 0.37% | 0.49% | Q4 2020 | Q3 2023 | 3 |
Laurel Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Kavar Capital Partners, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2019 | 3 |
LAKE STREET ADVISORS GROUP, LLC | 3 | 3 | 0.06% | 0.08% | 0.10% | Q4 2017 | Q2 2018 | 3 |
Gemsstock Ltd. | 2 | 1 | 2.18% | 4.58% | 7.40% | Q1 2020 | Q4 2020 | 3 |
Crumly & Associates Inc. | 3 | 3 | 0.16% | 0.17% | 0.20% | Q1 2023 | Q3 2023 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 3 |
Hamilton Wealth, LLC | 3 | 3 | 0.15% | 0.24% | 0.37% | Q4 2022 | Q2 2023 | 3 |
Aevitas Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Baldrige Asset Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Islet Management, LP | 2 | 1 | 0.56% | 0.84% | 0.98% | Q3 2020 | Q4 2021 | 3 |
ELEMENT POINTE ADVISORS, LLC | 3 | 3 | 0.44% | 0.47% | 0.54% | Q4 2020 | Q2 2021 | 3 |
Cordatus Wealth Management LLC | 2 | 1 | 0.17% | 0.25% | 0.34% | Q4 2020 | Q2 2023 | 3 |
FLC Capital Advisors | 3 | 3 | 0.13% | 0.15% | 0.16% | Q4 2022 | Q2 2023 | 3 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 3 | 3 | 0.08% | 0.08% | 0.09% | Q4 2020 | Q2 2021 | 3 |
Geneva Partners, LLC | 2 | 1 | 0.20% | 0.37% | 0.46% | Q3 2020 | Q2 2023 | 3 |
CLEAR STREET LLC | 1 | 1 | 0.70% | 1.97% | 4.50% | Q4 2021 | Q2 2022 | 3 |
SpiderRock Advisors, LLC | 2 | 1 | 0.02% | 0.08% | 0.16% | Q1 2017 | Q2 2022 | 3 |
Sterling Investment Advisors, Ltd. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2022 | 3 |
TFO Wealth Partners, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
C M BIDWELL & ASSOCIATES LTD | 2 | 1 | 0.06% | 0.11% | 0.21% | Q4 2019 | Q4 2020 | 3 |
Calvert Investment Management, Inc. | 3 | 3 | 0.07% | 0.23% | 0.32% | Q2 2016 | Q4 2016 | 3 |
Bay Harbor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 3 |
Premia Global Advisors, LLC | 2 | 1 | 0.16% | 0.17% | 0.18% | Q4 2017 | Q1 2019 | 3 |
Good Life Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 3 | 3 | 0.01% | 0.07% | 0.12% | Q1 2021 | Q3 2021 | 3 |
E Fund Management (Hong Kong) Co., Ltd. | 1 | 1 | 0.05% | 0.82% | 1.48% | Q1 2020 | Q4 2023 | 3 |
Meridian Wealth Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Rothschild & Co Wealth Management UK Ltd | 1 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q2 2022 | 3 |
MFA WEALTH ADVISORS, LLC | 3 | 3 | 0.19% | 0.19% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.00% | 0.05% | 0.11% | Q2 2016 | Q1 2017 | 3 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 3 |
Cinctive Capital Management LP | 1 | 1 | 0.16% | 0.29% | 0.40% | Q4 2021 | Q2 2023 | 3 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.02% | 0.06% | 0.14% | Q1 2018 | Q2 2023 | 3 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.24% | 0.43% | 0.64% | Q4 2019 | Q4 2022 | 3 |
Skye Global Management LP | 1 | 1 | 0.04% | 0.08% | 0.17% | Q3 2020 | Q2 2023 | 3 |
Matisse Capital | 3 | 3 | 0.21% | 0.22% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Arbor Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2019 | 3 |
Euro Pacific Asset Management, LLC | 2 | 1 | 0.06% | 0.69% | 1.96% | Q4 2022 | Q3 2023 | 3 |
Avalon Trust Co | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Traynor Capital Management, Inc. | 2 | 1 | 0.07% | 0.10% | 0.12% | Q4 2019 | Q4 2021 | 3 |
Oliver Luxxe Assets LLC | 3 | 3 | 1.08% | 1.15% | 1.19% | Q1 2023 | Q3 2023 | 3 |
StrategIQ Financial Group, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q2 2022 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.09% | 0.09% | 0.10% | Q3 2022 | Q3 2022 | 3 |
Value Partners Investments Inc. | 3 | 3 | 0.02% | 0.71% | 1.43% | Q2 2020 | Q4 2020 | 3 |
Darwin Wealth Management, LLC | 2 | 1 | 0.01% | 0.39% | 0.67% | Q1 2020 | Q4 2020 | 3 |
Single Point Partners, LLC | 2 | 1 | 0.06% | 0.07% | 0.09% | Q1 2022 | Q1 2023 | 3 |
Krilogy Financial LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q1 2023 | 3 |
CLIENT 1ST ADVISORY GROUP, LLC | 2 | 1 | 0.11% | 0.12% | 0.13% | Q1 2022 | Q4 2022 | 3 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
ETF MANAGERS GROUP, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Wealth Quarterback LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 3 |
BALLAST ADVISORS LLC | 3 | 3 | 0.09% | 0.19% | 0.35% | Q1 2023 | Q3 2023 | 3 |
Aprio Wealth Management, LLC | 3 | 3 | 0.08% | 0.11% | 0.13% | Q1 2023 | Q3 2023 | 3 |
XPONANCE, INC. | 2 | 1 | 0.00% | 0.17% | 0.26% | Q3 2018 | Q3 2023 | 3 |
FSA Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Dantai Capital Ltd | 3 | 3 | 0.24% | 0.86% | 1.75% | Q1 2023 | Q3 2023 | 3 |
Ascendant Capital Management, LLC | 3 | 3 | 0.62% | 1.04% | 1.30% | Q4 2020 | Q2 2021 | 3 |
Lebenthal Holdings,LLC | 1 | 1 | 0.06% | 0.08% | 0.10% | Q1 2015 | Q1 2016 | 3 |
Private Advisory Group LLC | 3 | 3 | 0.04% | 0.40% | 0.79% | Q1 2023 | Q3 2023 | 3 |
Truadvice, LLC | 3 | 3 | 0.12% | 0.19% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 3 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.10% | 0.66% | 1.47% | Q4 2020 | Q3 2023 | 3 |
Verde Servicos Internacionais S.A. | 1 | 1 | 4.22% | 4.71% | 5.51% | Q2 2020 | Q1 2023 | 3 |
Bellwether Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Intelligence Driven Advisers, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
SevenOneSeven Capital Management | 3 | 3 | 0.69% | 0.75% | 0.80% | Q1 2021 | Q3 2021 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Capital CS Group, LLC | 2 | 1 | 0.08% | 0.31% | 0.54% | Q4 2020 | Q2 2023 | 3 |
Hosking & Co Ltd | 3 | 3 | 0.98% | 1.01% | 1.03% | Q4 2014 | Q2 2015 | 3 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 3 |
qPULA Trading Management LP | 2 | 1 | 0.47% | 1.33% | 2.02% | Q4 2021 | Q3 2022 | 3 |
JEPPSON WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.14% | 0.20% | Q3 2020 | Q3 2022 | 3 |
Arlington Capital Management, Inc. | 3 | 3 | 0.77% | 1.64% | 3.18% | Q4 2019 | Q2 2020 | 3 |
Resolute Capital Asset Partners LLC | 3 | 3 | 2.15% | 3.64% | 5.10% | Q4 2022 | Q2 2023 | 3 |
ENGINE NO. 1 LLC | 3 | 3 | 7.91% | 10.57% | 12.27% | Q1 2023 | Q3 2023 | 3 |
ARMISTICE CAPITAL, LLC | 3 | 3 | 0.10% | 0.12% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Maxi Investments CY Ltd | 3 | 3 | 1.17% | 2.25% | 2.86% | Q4 2021 | Q2 2022 | 3 |
Cartica Management, LLC | 3 | 3 | 2.86% | 3.54% | 4.08% | Q2 2022 | Q4 2022 | 3 |
Sullivan, Bruyette, Speros & Blaney, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 3 |
CAPITAL ONE FINANCIAL CORP | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q3 2020 | 3 |
HWG Holdings LP | 3 | 3 | 0.20% | 0.61% | 1.36% | Q4 2022 | Q2 2023 | 3 |
Foster Group, Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
BOSTON ADVISORS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 3 | 3 | 0.03% | 0.06% | 0.08% | Q4 2021 | Q2 2022 | 3 |
Field & Main Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Crosspoint Capital Strategies, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2015 | 3 |
Trinity Street Asset Management LLP | 3 | 3 | 10.58% | 11.80% | 13.12% | Q1 2023 | Q3 2023 | 3 |
Precision Wealth Strategies, LLC | 3 | 3 | 0.16% | 0.24% | 0.33% | Q1 2022 | Q3 2022 | 3 |
CIBC WORLD MARKETS CORP | 2 | 1 | 0.02% | 0.09% | 0.16% | Q4 2021 | Q4 2022 | 3 |
Foxhaven Asset Management, LP | 3 | 3 | 3.07% | 3.63% | 3.98% | Q1 2023 | Q3 2023 | 3 |
DREMAN VALUE MANAGEMENT, L L C | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2015 | 3 |
COWA, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 3 |
Greystone Financial Group, LLC | 3 | 3 | 0.18% | 0.20% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Valliance Asset Management Ltd | 3 | 3 | 6.58% | 28.25% | 63.89% | Q4 2022 | Q2 2023 | 3 |
Egerton Capital (UK) LLP | 2 | 1 | 0.21% | 1.56% | 2.63% | Q3 2020 | Q3 2022 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
BOSTON FINANCIAL MANGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2020 | 3 |
HANSBERGER GLOBAL INVESTORS INC/FL | 3 | 3 | 0.11% | 0.25% | 0.52% | Q2 2013 | Q4 2013 | 3 |
High Falls Advisors, Inc | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2021 | Q3 2021 | 3 |
LIGHT STREET CAPITAL MANAGEMENT, LLC | 3 | 3 | 2.49% | 5.94% | 8.66% | Q1 2023 | Q3 2023 | 3 |
Palestra Capital Management LLC | 2 | 1 | 2.49% | 2.93% | 3.63% | Q3 2020 | Q3 2023 | 3 |
SageGuard Financial Group, LLC | 3 | 3 | 0.10% | 0.11% | 0.11% | Q4 2020 | Q2 2021 | 3 |
Fortress Wealth Group, LLC | 3 | 3 | 0.16% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Capital Wealth Planning, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Prentice Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
AnglePoint Asset Management Ltd | 1 | 1 | 4.33% | 4.70% | 5.30% | Q1 2022 | Q1 2023 | 3 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
FIFTHDELTA Ltd | 2 | 1 | 4.94% | 7.01% | 8.74% | Q4 2022 | Q3 2023 | 3 |
JTC Employer Solutions Trustee Ltd | 3 | 3 | 0.01% | 0.18% | 0.29% | Q1 2023 | Q3 2023 | 3 |
TYBOURNE CAPITAL MANAGEMENT (HK) LTD | 3 | 3 | 0.03% | 0.13% | 0.20% | Q1 2023 | Q3 2023 | 3 |
DUBUQUE BANK & TRUST CO | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CHANNING GLOBAL ADVISORS, LLC | 3 | 3 | 5.62% | 6.29% | 6.92% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Straight Path Wealth Management | 3 | 3 | 0.15% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Kolinsky Wealth Management, LLC | 3 | 3 | 0.36% | 0.42% | 0.50% | Q4 2021 | Q2 2022 | 3 |
FOREFRONT WEALTH MANAGEMENT INC. | 3 | 3 | 3.33% | 3.44% | 3.64% | Q1 2023 | Q3 2023 | 3 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 3 |
Crestline Management, LP | 3 | 3 | 0.75% | 1.07% | 1.55% | Q1 2023 | Q3 2023 | 3 |
Lombard Odier Asset Management (Europe) Ltd | 2 | 1 | 0.11% | 0.48% | 1.08% | Q4 2014 | Q3 2023 | 3 |
Covestor Ltd | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q4 2022 | 3 |
New England Investment & Retirement Group, Inc. | 3 | 3 | 0.07% | 0.13% | 0.16% | Q1 2021 | Q3 2021 | 3 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 3 | 0.02% | 0.05% | 0.08% | Q3 2018 | Q1 2019 | 3 |
Ibex Investors LLC | 2 | 1 | 0.30% | 1.45% | 3.34% | Q1 2022 | Q2 2023 | 3 |
SPRINGS CAPITAL (HONG KONG) Ltd | 3 | 3 | 2.43% | 4.71% | 6.68% | Q4 2021 | Q2 2022 | 3 |
Jump Trading, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q4 2018 | 3 |
Psagot Value Holdings Ltd. / (Israel) | 3 | 3 | 0.09% | 0.12% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Brown Shipley& Co Ltd | 3 | 3 | 0.32% | 0.35% | 0.37% | Q1 2023 | Q3 2023 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.17% | 0.19% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Vienna Asset Management LLC | 2 | 1 | 0.02% | 1.06% | 2.04% | Q4 2021 | Q3 2022 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
SageView Advisory Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Revelation Capital Management Ltd. | 3 | 3 | 7.16% | 16.12% | 28.62% | Q2 2013 | Q4 2013 | 3 |
OBERWEIS ASSET MANAGEMENT INC/ | 2 | 1 | 0.11% | 0.16% | 0.23% | Q1 2022 | Q3 2023 | 3 |
Willow Street Advisors LLC | 3 | 3 | 1.14% | 1.24% | 1.35% | Q2 2013 | Q4 2013 | 3 |
KEYSTONE INVESTORS PTE LTD | 3 | 3 | 0.11% | 0.40% | 0.92% | Q4 2022 | Q2 2023 | 3 |
Theleme Partners LLP | 3 | 3 | 4.66% | 5.14% | 5.45% | Q1 2023 | Q3 2023 | 3 |
Kingsbury Capital Investment Advisors LLC | 3 | 3 | 0.32% | 0.70% | 1.17% | Q1 2022 | Q3 2022 | 3 |
Fund Management at Engine No. 1 LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
BMS Financial Advisors, LLC | 3 | 3 | 0.26% | 0.36% | 0.49% | Q4 2021 | Q2 2022 | 3 |
Advanced Portfolio Management, LLC | 3 | 3 | 1.64% | 2.32% | 3.48% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.60% | 0.65% | 0.68% | Q1 2023 | Q3 2023 | 3 |
Roof Eidam Maycock Peralta, LLC | 3 | 3 | 0.98% | 1.01% | 1.04% | Q4 2014 | Q2 2015 | 3 |
Orinda Asset Management LLC | 3 | 3 | 0.18% | 0.24% | 0.28% | Q2 2013 | Q4 2013 | 3 |
Left Brain Wealth Management, LLC | 3 | 3 | 1.12% | 1.20% | 1.34% | Q1 2023 | Q3 2023 | 3 |
Phillips Wealth Planners LLC | 3 | 3 | 0.56% | 0.58% | 0.59% | Q1 2023 | Q3 2023 | 3 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
MRP Capital Investments, LLC | 3 | 3 | 1.08% | 1.27% | 1.57% | Q1 2023 | Q3 2023 | 3 |
Ruggaard & Associates LLC | 3 | 3 | 0.16% | 0.18% | 0.19% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Foresight Global Investors, Inc. | 3 | 3 | 0.64% | 0.72% | 0.79% | Q1 2023 | Q3 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.05% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Knollwood Investment Advisory, LLC | 3 | 3 | 0.20% | 0.30% | 0.37% | Q4 2022 | Q2 2023 | 3 |
MONTAGE INVESTMENTS, LLC | 3 | 3 | 0.46% | 0.49% | 0.52% | Q1 2016 | Q3 2016 | 3 |
AlphaOne Investment Services, LLC | 1 | 1 | 0.01% | 1.35% | 2.65% | Q2 2018 | Q2 2020 | 3 |
MONTRUSCO BOLTON INVESTMENTS INC. | 3 | 3 | 0.17% | 0.19% | 0.21% | Q2 2013 | Q4 2013 | 3 |
IMA Wealth, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 3 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 2 | 1 | 0.02% | 0.19% | 0.51% | Q1 2014 | Q1 2018 | 3 |
SAC Capital Advisors LP | 2 | 1 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q1 2014 | 3 |
CQS (US), LLC | 2 | 1 | 0.43% | 1.63% | 2.47% | Q4 2019 | Q4 2022 | 3 |
Korea Investment CORP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
First City Capital Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2015 | 3 |
Ruffer LLP | 3 | 3 | 5.97% | 7.00% | 7.57% | Q1 2023 | Q3 2023 | 3 |
Barnett & Company, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
GLG INC. | 3 | 3 | 0.13% | 0.93% | 2.22% | Q2 2013 | Q4 2013 | 3 |
FIDUCIARY TRUST INTERNATIONAL LLC | 3 | 3 | 0.20% | 0.44% | 0.60% | Q4 2019 | Q2 2020 | 3 |
Hikari Tsushin, Inc. | 3 | 3 | 0.48% | 0.88% | 1.08% | Q1 2023 | Q3 2023 | 3 |
FIRST FINANCIAL CORP /IN/ | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 3 |
Telemark Asset Management, LLC | 3 | 3 | 0.99% | 1.93% | 3.42% | Q1 2023 | Q3 2023 | 3 |
Robeco Schweiz AG | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q3 2021 | 3 |
PALISADE CAPITAL MANAGEMENT, LP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2019 | 3 |
MidWestOne Financial Group, Inc. | 3 | 3 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q1 2023 | 3 |
Night Owl Capital Management, LLC | 3 | 3 | 2.34% | 2.98% | 3.82% | Q1 2023 | Q3 2023 | 3 |
HALL LAURIE J TRUSTEE | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
SHAKER INVESTMENTS LLC/OH | 3 | 3 | 0.50% | 0.76% | 0.92% | Q1 2023 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.09% | 0.10% | 0.13% | Q4 2017 | Q4 2018 | 3 |
HEADINVEST, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 3 | 3 | 1.49% | 1.87% | 2.47% | Q4 2014 | Q2 2015 | 3 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Hartford Financial Management Inc. | 3 | 3 | 0.00% | 0.15% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Santa Fe Partners LLC | 2 | 1 | 0.19% | 0.32% | 0.52% | Q2 2013 | Q1 2014 | 3 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 3 | 3 | 1.84% | 1.97% | 2.04% | Q1 2023 | Q3 2023 | 3 |
Private Wealth Partners, LLC | 3 | 3 | 0.27% | 0.27% | 0.28% | Q3 2014 | Q1 2015 | 3 |
Ironwood Investment Counsel, LLC | 3 | 3 | 0.06% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.10% | 0.22% | Q2 2013 | Q4 2013 | 3 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 3 |
America First Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Insight Holdings Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
MARATHON CAPITAL MANAGEMENT | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2021 | Q3 2021 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 2 | 1 | 0.00% | 0.03% | 0.09% | Q4 2015 | Q2 2020 | 3 |
TEALWOOD ASSET MANAGEMENT INC | 3 | 3 | 1.25% | 1.36% | 1.43% | Q2 2018 | Q4 2018 | 3 |
LEO BROKERAGE, LLC | 2 | 1 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q2 2023 | 3 |
1834 INVESTMENT ADVISORS CO | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 3 |
PRENTISS SMITH & CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
RBF Capital, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q4 2021 | Q2 2022 | 3 |
LYNCH & ASSOCIATES/IN | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q3 2021 | 3 |
GMT CAPITAL CORP | 3 | 3 | 0.29% | 0.55% | 1.05% | Q1 2023 | Q3 2023 | 3 |
Community Capital Management, LLC | 3 | 3 | 1.54% | 1.93% | 2.49% | Q1 2023 | Q3 2023 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
WELD CAPITAL MANAGEMENT LLC | 3 | 3 | 0.07% | 0.11% | 0.17% | Q4 2018 | Q2 2019 | 3 |
Centerpoint Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Paradiem, LLC | 3 | 3 | 0.26% | 0.29% | 0.32% | Q4 2020 | Q2 2021 | 3 |
J. L. Bainbridge & Co., Inc. | 3 | 3 | 2.07% | 2.20% | 2.29% | Q1 2023 | Q3 2023 | 3 |
CYNOSURE ADVISORS, LLC | 3 | 3 | 0.12% | 0.14% | 0.16% | Q4 2017 | Q2 2018 | 3 |
Elmwood Wealth Management, Inc. | 2 | 1 | 0.08% | 0.09% | 0.10% | Q1 2021 | Q4 2021 | 3 |
G&S Capital LLC | 2 | 1 | 0.00% | 0.64% | 1.20% | Q4 2018 | Q3 2023 | 3 |
Ford Financial Group, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q4 2021 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Nikulski Financial, Inc. | 2 | 1 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 3 |
Essex Savings Bank | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q2 2019 | 3 |
Next Capital Management LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
Portfolio Strategies, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Contour Asset Management LLC | 2 | 2 | 2.78% | 2.83% | 2.88% | Q1 2014 | Q2 2014 | 2 |
Austin Private Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q2 2023 | 2 |
HARBOR CAPITAL ADVISORS, INC. | 2 | 2 | 1.41% | 1.76% | 2.11% | Q4 2021 | Q1 2022 | 2 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 2 |
Jeereddi Investments, LP | 2 | 2 | 1.29% | 1.45% | 1.62% | Q3 2022 | Q4 2022 | 2 |
B & T Capital Management DBA Alpha Capital Management | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q2 2021 | 2 |
Gainplan LLC | 2 | 2 | 0.14% | 0.17% | 0.20% | Q4 2021 | Q1 2022 | 2 |
Shamrock Asset Management LLC | 1 | 1 | 0.00% | 0.17% | 0.34% | Q1 2015 | Q4 2015 | 2 |
BLODGETT WEALTH ADVISORS, LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q4 2021 | Q1 2022 | 2 |
GALAXY CAPITAL TRADING LTD | 2 | 2 | 0.22% | 0.22% | 0.22% | Q2 2013 | Q3 2013 | 2 |
Cavalier Investments, LLC | 2 | 2 | 0.20% | 0.21% | 0.22% | Q4 2019 | Q1 2020 | 2 |
MEYER HANDELMAN CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
ARMSTRONG ADVISORY GROUP, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Alphadyne Asset Management LP | 1 | 1 | 0.16% | 0.33% | 0.50% | Q3 2023 | Q3 2023 | 2 |
Canoe Financial LP | 2 | 2 | 1.84% | 2.48% | 3.12% | Q1 2023 | Q2 2023 | 2 |
EMS Capital LP | 2 | 2 | 2.96% | 3.18% | 3.40% | Q1 2021 | Q2 2021 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
OXFORD ASSET MANAGEMENT LLP | 2 | 2 | 0.05% | 0.21% | 0.36% | Q3 2015 | Q4 2015 | 2 |
DFPG INVESTMENTS, LLC | 2 | 2 | 0.05% | 0.07% | 0.09% | Q2 2023 | Q3 2023 | 2 |
WINMILL & CO. INC | 2 | 2 | 0.89% | 0.89% | 0.89% | Q3 2019 | Q4 2019 | 2 |
Cardinal Capital Management | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q4 2020 | 2 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q2 2022 | 2 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 2 | 2 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q2 2023 | 2 |
Black Swift Group, LLC | 2 | 2 | 0.45% | 0.95% | 1.46% | Q4 2022 | Q1 2023 | 2 |
Jabre Capital Partners S.A. | 1 | 1 | 0.29% | 0.81% | 1.32% | Q3 2016 | Q1 2018 | 2 |
BFSG, LLC | 2 | 2 | 0.12% | 0.15% | 0.17% | Q2 2023 | Q3 2023 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
F3Logic, LLC | 2 | 2 | 0.04% | 0.06% | 0.07% | Q1 2019 | Q2 2019 | 2 |
Sheaff Brock Investment Advisors, LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q1 2021 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Centric Wealth Management | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q3 2021 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 2 |
Leverage Partners Absolute Return Fund SPC | 2 | 2 | 0.83% | 0.87% | 0.91% | Q4 2021 | Q1 2022 | 2 |
TenCore Partners, LP | 2 | 2 | 1.19% | 1.20% | 1.22% | Q2 2023 | Q3 2023 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
StellarOne CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
ANGLEPOINT ASSET MANAGEMENT, LTD. | 2 | 2 | 1.10% | 1.76% | 2.42% | Q4 2020 | Q1 2021 | 2 |
SRS Investment Management, LLC | 2 | 2 | 0.89% | 0.93% | 0.96% | Q2 2023 | Q3 2023 | 2 |
O'Dell Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
JOURNEY STRATEGIC WEALTH LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 2 |
AXS Investments LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q2 2023 | 2 |
SIGMA CAPITAL MANAGEMENT LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2013 | Q1 2014 | 2 |
SHEETS SMITH WEALTH MANAGEMENT | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q1 2019 | 2 |
Laird Norton Wetherby Trust Company, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q4 2021 | 2 |
Beaumont Asset Management, L.L.C. | 2 | 2 | 0.22% | 0.23% | 0.25% | Q4 2021 | Q1 2022 | 2 |
Akaris Global Partners, LP | 2 | 2 | 3.70% | 5.23% | 6.76% | Q2 2023 | Q3 2023 | 2 |
Andesa Financial Management Inc. | 2 | 2 | 0.06% | 0.08% | 0.09% | Q1 2021 | Q2 2021 | 2 |
WIMMER ASSOCIATES 1, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q3 2021 | 2 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q1 2018 | 2 |
Outlook Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.08% | 0.09% | Q4 2020 | Q2 2021 | 2 |
Crescent Grove Advisors, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q4 2022 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 2 | 2 | 1.15% | 1.81% | 2.46% | Q1 2021 | Q2 2021 | 2 |
Tradeworx Inc. | 1 | 1 | 0.08% | 0.11% | 0.13% | Q1 2013 | Q3 2013 | 2 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1 | 1 | 0.91% | 1.13% | 1.35% | Q1 2022 | Q2 2023 | 2 |
Avala Global LP | 2 | 2 | 3.55% | 5.93% | 8.30% | Q1 2023 | Q2 2023 | 2 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.02% | 0.05% | 0.07% | Q2 2014 | Q1 2017 | 2 |
FRG Family Wealth Advisors LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q2 2023 | 2 |
INTREPID CAPITAL MANAGEMENT INC /DE/ | 2 | 2 | 2.76% | 3.84% | 4.91% | Q2 2013 | Q3 2013 | 2 |
BB&T INVESTMENT SERVICES, INC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Evolution Capital Management LLC | 2 | 2 | 2.45% | 5.92% | 9.39% | Q1 2022 | Q2 2022 | 2 |
Stevens First Principles Investment Advisors | 2 | 2 | 0.23% | 0.24% | 0.24% | Q2 2014 | Q3 2014 | 2 |
Carnick & Kubik, LLC | 1 | 1 | 0.03% | 0.05% | 0.06% | Q3 2015 | Q1 2016 | 2 |
LaFleur & Godfrey LLC | 2 | 2 | 0.19% | 0.27% | 0.34% | Q3 2020 | Q4 2020 | 2 |
Canton Hathaway, LLC | 2 | 2 | 0.00% | 0.07% | 0.14% | Q3 2020 | Q4 2020 | 2 |
Brookfield Asset Management | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Scotia Institutional Investments US, LP | 2 | 2 | 0.03% | 0.08% | 0.12% | Q2 2013 | Q3 2013 | 2 |
WOODMONT INVESTMENT COUNSEL LLC | 1 | 1 | 0.00% | 0.03% | 0.05% | Q3 2016 | Q1 2021 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.03% | 0.05% | 0.08% | Q1 2021 | Q2 2021 | 2 |
New Century Advisors, LLC | 2 | 2 | 0.50% | 0.53% | 0.57% | Q4 2021 | Q1 2022 | 2 |
SWS Partners | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
City Financial Investment Co Ltd | 2 | 2 | 0.04% | 0.11% | 0.18% | Q3 2018 | Q4 2018 | 2 |
Geo Capital Gestora de Recursos Ltd | 2 | 2 | 0.00% | 0.12% | 0.24% | Q2 2021 | Q3 2021 | 2 |
Bridgecreek Investment Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 2 |
Platinum Management (NY) LLC | 2 | 2 | 0.21% | 1.53% | 2.85% | Q1 2014 | Q2 2014 | 2 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2 | 2 | 1.51% | 1.60% | 1.68% | Q2 2023 | Q3 2023 | 2 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 2 |
AlphaCore Capital LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 2 |
DAYMARK WEALTH PARTNERS, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Bank OZK | 2 | 2 | 0.24% | 0.46% | 0.68% | Q2 2023 | Q3 2023 | 2 |
Weiss Asset Management LP | 2 | 2 | 11.64% | 12.99% | 14.34% | Q2 2013 | Q3 2013 | 2 |
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC | 1 | 1 | 0.13% | 0.23% | 0.32% | Q1 2014 | Q4 2014 | 2 |
CALIFORNIA FIRST LEASING CORP | 2 | 2 | 0.36% | 0.89% | 1.42% | Q2 2023 | Q3 2023 | 2 |
WEBSTER BANK, N. A. | 1 | 1 | 0.00% | 0.36% | 0.73% | Q2 2013 | Q4 2016 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Red Tortoise LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2022 | 2 |
FORVIS Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Templeton & Phillips Capital Management, LLC | 2 | 2 | 0.36% | 0.38% | 0.40% | Q1 2023 | Q2 2023 | 2 |
Sandbar Asset Management LLP | 2 | 2 | 0.86% | 1.12% | 1.38% | Q2 2023 | Q3 2023 | 2 |
Cavalry Management Group, LLC | 2 | 2 | 0.71% | 0.76% | 0.80% | Q1 2022 | Q2 2022 | 2 |
Norman Fields, Gottscho Capital Management, LLC | 2 | 2 | 0.53% | 0.75% | 0.97% | Q4 2022 | Q1 2023 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 1.05% | 1.08% | 1.11% | Q2 2016 | Q3 2016 | 2 |
GLG LLC | 2 | 2 | 0.01% | 0.11% | 0.21% | Q1 2014 | Q2 2014 | 2 |
Sunesis Advisors, LLC | 1 | 1 | 0.15% | 0.16% | 0.16% | Q1 2023 | Q3 2023 | 2 |
Kemnay Advisory Services Inc. | 2 | 2 | 0.08% | 0.10% | 0.12% | Q3 2020 | Q4 2020 | 2 |
Legacy Capital Wealth Partners, LLC | 2 | 2 | 0.16% | 0.17% | 0.17% | Q4 2020 | Q1 2021 | 2 |
LAM GROUP, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
United American Securities Inc. (d/b/a UAS Asset Management) | 1 | 1 | 0.08% | 1.66% | 3.25% | Q4 2020 | Q4 2022 | 2 |
Aptus Capital Advisors, LLC | 2 | 2 | 0.09% | 0.11% | 0.13% | Q3 2021 | Q4 2021 | 2 |
Salient Private Client, LLC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q1 2018 | Q2 2018 | 2 |
Aris Wealth Services, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
Appaloosa LP | 2 | 2 | 1.72% | 2.52% | 3.32% | Q2 2023 | Q3 2023 | 2 |
Fortis Capital Management LLC | 1 | 1 | 1.10% | 1.66% | 2.22% | Q2 2020 | Q2 2021 | 2 |
Sender Co & Partners, Inc. | 1 | 1 | 1.85% | 2.19% | 2.53% | Q4 2022 | Q3 2023 | 2 |
DeDora Capital, Inc. | 2 | 2 | 0.02% | 0.08% | 0.13% | Q4 2021 | Q1 2022 | 2 |
Sabal Trust CO | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Southpoint Capital Advisors LP | 2 | 2 | 0.39% | 1.02% | 1.64% | Q2 2023 | Q3 2023 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
OSTERWEIS CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Nordwand Advisors, LLC | 2 | 2 | 0.38% | 0.41% | 0.44% | Q2 2023 | Q3 2023 | 2 |
Sycale Advisors (NY) LLC | 2 | 2 | 2.18% | 2.19% | 2.20% | Q4 2021 | Q1 2022 | 2 |
Wealthsimple US, Ltd. | 2 | 2 | 0.13% | 0.14% | 0.15% | Q4 2020 | Q1 2021 | 2 |
TCG Advisors, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Davis Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
FARALLON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.50% | 0.51% | 0.52% | Q1 2022 | Q2 2022 | 2 |
Cascade Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2013 | Q3 2013 | 2 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2019 | 2 |
Value Aligned Research Advisors, LLC | 2 | 2 | 13.27% | 13.42% | 13.57% | Q4 2022 | Q1 2023 | 2 |
NorthRock Partners, LLC | 2 | 2 | 0.03% | 0.05% | 0.07% | Q3 2019 | Q4 2019 | 2 |
Spectrum Asset Management, Inc. (NB/CA) | 2 | 2 | 0.26% | 0.29% | 0.31% | Q4 2021 | Q1 2022 | 2 |
1623 Capital LLC | 2 | 2 | 0.04% | 0.11% | 0.17% | Q1 2021 | Q2 2021 | 2 |
Olympiad Research LP | 2 | 2 | 0.08% | 0.09% | 0.09% | Q1 2022 | Q2 2022 | 2 |
SIRIOS CAPITAL MANAGEMENT L P | 2 | 2 | 0.32% | 0.32% | 0.32% | Q2 2023 | Q3 2023 | 2 |
Alpine Investment Management Ltd | 1 | 1 | 0.87% | 2.10% | 3.32% | Q1 2023 | Q3 2023 | 2 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.22% | 0.43% | Q1 2017 | Q3 2022 | 2 |
One01 Capital, LP | 1 | 1 | 4.29% | 4.47% | 4.64% | Q4 2020 | Q1 2023 | 2 |
TRUST & FIDUCIARY MANAGEMENT SERVICES INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Artha Capital Management, Inc. | 2 | 2 | 2.19% | 3.70% | 5.21% | Q4 2013 | Q1 2014 | 2 |
Syverson Strege & Co | 1 | 1 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q1 2023 | 2 |
CenterStar Fund, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 2 |
Hennion & Walsh Asset Management, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Jackson, Grant Investment Advisers, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.07% | 0.12% | Q4 2019 | Q1 2021 | 2 |
ProVise Management Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
REDW Wealth LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Athanor Capital, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Goldstream Capital Management Ltd | 1 | 1 | 0.16% | 0.56% | 0.97% | Q1 2022 | Q1 2023 | 2 |
Garden State Investment Advisory Services LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q2 2023 | 2 |
WFA of San Diego, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BNC WEALTH MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.59% | 1.17% | Q3 2020 | Q4 2020 | 2 |
MONUMENTAL FINANCIAL GROUP INC. | 2 | 2 | 0.64% | 0.67% | 0.70% | Q2 2023 | Q3 2023 | 2 |
Genus Capital Management Inc. | 2 | 2 | 0.22% | 0.22% | 0.23% | Q2 2023 | Q3 2023 | 2 |
Symmetry Investments LP | 1 | 1 | 0.31% | 0.46% | 0.62% | Q3 2022 | Q2 2023 | 2 |
Modera Wealth Management, LLC | 2 | 2 | 0.46% | 0.48% | 0.50% | Q2 2023 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
DOWLING & YAHNKE LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Temasek Holdings (Private) Ltd | 2 | 2 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q2 2022 | 2 |
Richard Bernstein Advisors LLC | 2 | 2 | 0.01% | 0.11% | 0.22% | Q3 2021 | Q4 2021 | 2 |
Bramshill Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
NORTHEAST INVESTMENT MANAGEMENT | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
First Pacific Financial | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Raub Brock Capital Management LP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
XTX MARKETS LLC | 1 | 1 | 0.73% | 0.83% | 0.93% | Q1 2020 | Q4 2020 | 2 |
Jericho Capital Asset Management L.P. | 2 | 2 | 5.09% | 7.83% | 10.57% | Q3 2019 | Q4 2019 | 2 |
WEALTHFRONT Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
Voyager Global Management LP | 2 | 2 | 2.82% | 5.13% | 7.44% | Q2 2023 | Q3 2023 | 2 |
Strategic Wealth Management Group, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q1 2021 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.08% | 0.57% | 1.07% | Q2 2023 | Q3 2023 | 2 |
UNITED BANK | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 2 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 1.00% | 1.06% | 1.12% | Q2 2023 | Q2 2023 | 2 |
VIKING GLOBAL INVESTORS LP | 2 | 2 | 1.68% | 1.74% | 1.80% | Q3 2020 | Q4 2020 | 2 |
Global Strategic Investment Solutions, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
GAVEA INVESTIMENTOS LTDA | 1 | 1 | 7.18% | 11.87% | 16.56% | Q3 2015 | Q2 2019 | 2 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) | 2 | 2 | 0.17% | 0.18% | 0.19% | Q2 2015 | Q3 2015 | 2 |
Burt Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Fort Sheridan Advisors LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2021 | Q3 2021 | 2 |
Ulrich Consultants & Investment Group, LLC | 2 | 2 | 1.02% | 1.11% | 1.20% | Q2 2022 | Q3 2022 | 2 |
JUMP TRADING, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Pine Valley Investments Ltd Liability Co | 2 | 2 | 0.11% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Paul John Balson | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2020 | Q4 2020 | 2 |
Wealthstream Advisors, Inc. | 2 | 2 | 0.12% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
JAT Capital Mgmt LP | 2 | 2 | 1.02% | 2.08% | 3.14% | Q3 2022 | Q4 2022 | 2 |
BECK CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.19% | 0.19% | 0.19% | Q4 2020 | Q1 2021 | 2 |
Berkshire Hathaway | 2 | 2 | 0.21% | 0.80% | 1.39% | Q3 2022 | Q4 2022 | 2 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q1 2017 | 2 |
Econ Financial Services Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Wedmont Private Capital | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
BINGHAM OSBORN & SCARBOROUGH LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
CastleKnight Management LP | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
CRA Financial Services, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Legacy Capital Group California, Inc. | 2 | 2 | 0.15% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Joseph P. Lucia & Associates, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 2 |
Tsai Capital Corp | 2 | 2 | 2.79% | 3.08% | 3.38% | Q4 2022 | Q1 2023 | 2 |
Cypress Wealth Services, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q1 2022 | 2 |
ORG Partners LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
LifePro Asset Management | 1 | 1 | 0.06% | 2.07% | 4.09% | Q2 2021 | Q4 2021 | 2 |
Murchinson Ltd. | 2 | 2 | 0.84% | 0.90% | 0.96% | Q2 2023 | Q3 2023 | 2 |
EDENTREE ASSET MANAGEMENT Ltd | 2 | 2 | 1.31% | 1.50% | 1.70% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.04% | 0.06% | Q4 2018 | Q2 2023 | 2 |
Magnus Financial Group LLC | 1 | 1 | 0.06% | 0.06% | 0.07% | Q2 2019 | Q3 2020 | 2 |
Atika Capital Management LLC | 2 | 2 | 0.24% | 0.98% | 1.72% | Q1 2023 | Q2 2023 | 2 |
Michael S. Ryan, Inc. | 2 | 2 | 0.28% | 0.29% | 0.29% | Q3 2023 | Q4 2023 | 2 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q3 2018 | 2 |
Willis Johnson & Associates, Inc. | 1 | 1 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q2 2021 | 2 |
Virtus Family Office LLC | 2 | 2 | 0.53% | 0.58% | 0.63% | Q2 2023 | Q3 2023 | 2 |
CAPITAL ADVISORS INC/OK | 1 | 1 | 0.01% | 0.26% | 0.52% | Q2 2022 | Q2 2023 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q1 2020 | 2 |
TCG Advisory Services, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 2 |
EVERMAY WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
First Western Trust Bank | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Kaizen Financial Strategies | 1 | 1 | 0.26% | 0.48% | 0.70% | Q4 2020 | Q2 2022 | 2 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 2 |
GSB Wealth Management, LLC | 2 | 2 | 0.33% | 0.34% | 0.35% | Q2 2023 | Q3 2023 | 2 |
Andar Capital Management HK Ltd | 2 | 2 | 3.15% | 4.21% | 5.28% | Q1 2023 | Q2 2023 | 2 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.03% | 0.12% | 0.21% | Q2 2015 | Q2 2017 | 2 |
GATEWAY INVESTMENT ADVISERS LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q1 2021 | 2 |
Third Point | 2 | 2 | 2.34% | 2.98% | 3.62% | Q2 2023 | Q3 2023 | 2 |
Peoples Bank/KS | 2 | 2 | 0.73% | 0.74% | 0.76% | Q3 2023 | Q4 2023 | 2 |
Connective Portfolio Management, LLC | 1 | 1 | 2.17% | 2.32% | 2.47% | Q4 2022 | Q2 2023 | 2 |
McClarren Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
ARMSTRONG HENRY H ASSOCIATES INC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2019 | Q1 2020 | 2 |
Parplus Partners | 1 | 1 | 0.15% | 0.22% | 0.30% | Q4 2019 | Q4 2019 | 2 |
Beacon Financial Advisory LLC | 2 | 2 | 0.41% | 0.41% | 0.41% | Q1 2020 | Q2 2020 | 2 |
TKG Advisors, LLC | 2 | 2 | 0.70% | 0.90% | 1.10% | Q2 2023 | Q3 2023 | 2 |
AXQ CAPITAL, LP | 1 | 1 | 0.24% | 0.56% | 0.87% | Q4 2022 | Q2 2023 | 2 |
FORMULA GROWTH LTD | 2 | 2 | 0.64% | 0.71% | 0.78% | Q3 2021 | Q4 2021 | 2 |
Westover Capital Advisors, LLC | 2 | 2 | 1.00% | 1.00% | 1.00% | Q1 2015 | Q2 2015 | 2 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.44% | 1.46% | 2.48% | Q1 2017 | Q4 2017 | 2 |
Cyrus J. Lawrence, LLC | 2 | 2 | 0.00% | 0.92% | 1.84% | Q1 2022 | Q2 2022 | 2 |
DAVIS R M INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 2 |
TriaGen Wealth Management LLC | 1 | 1 | 0.27% | 0.90% | 1.53% | Q4 2020 | Q4 2021 | 2 |
WorthPointe, LLC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q2 2023 | Q3 2023 | 2 |
SeaTown Holdings Pte. Ltd. | 1 | 1 | 0.77% | 1.13% | 1.49% | Q1 2022 | Q3 2023 | 2 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 1 | 1 | 0.04% | 0.05% | 0.06% | Q1 2016 | Q1 2022 | 2 |
Fusion Family Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2017 | 2 |
AJO, LP | 2 | 2 | 0.00% | 0.05% | 0.09% | Q1 2020 | Q2 2020 | 2 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
BOSTON PRIVATE BANK & TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
Oxbow Advisors, LLC | 2 | 2 | 0.43% | 0.66% | 0.89% | Q1 2021 | Q2 2021 | 2 |
SCGE MANAGEMENT, L.P. | 2 | 2 | 0.20% | 0.21% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Deuterium Capital Management, LLC | 2 | 2 | 4.15% | 4.33% | 4.51% | Q1 2023 | Q2 2023 | 2 |
Strategic Vision Investment Ltd | 2 | 2 | 6.64% | 7.45% | 8.27% | Q1 2023 | Q2 2023 | 2 |
WoodTrust Financial Corp | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Cardan Capital Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q4 2020 | 2 |
Ostrum Asset Management U.S., LLC | 2 | 2 | 0.06% | 1.57% | 3.09% | Q4 2018 | Q1 2019 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
SPX Gestao de Recursos Ltda | 1 | 1 | 1.38% | 1.40% | 1.41% | Q1 2021 | Q4 2021 | 2 |
FARLEY CAPITAL L.P. | 2 | 2 | 0.35% | 0.38% | 0.41% | Q3 2022 | Q4 2022 | 2 |
Lumina Fund Management LLC | 2 | 2 | 0.24% | 0.29% | 0.33% | Q2 2021 | Q3 2021 | 2 |
Blume Capital Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
JGP Global Gestao de Recursos Ltda. | 1 | 1 | 0.09% | 0.17% | 0.25% | Q2 2021 | Q2 2023 | 2 |
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 2 | 2 | 0.31% | 0.34% | 0.38% | Q4 2021 | Q1 2022 | 2 |
ADIRONDACK TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 2 |
361 CAPITAL LLC | 2 | 2 | 0.06% | 0.33% | 0.60% | Q2 2016 | Q3 2016 | 2 |
SP Asset Management | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Global Thematic Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
MAGNOLIA CAPITAL ADVISORS LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q3 2021 | Q4 2021 | 2 |
CHERRYDALE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.12% | 0.14% | 0.16% | Q2 2023 | Q3 2023 | 2 |
S&T BANK/PA | 1 | 1 | 0.05% | 0.07% | 0.09% | Q1 2020 | Q3 2020 | 2 |
ASSET MANAGEMENT CORP /IL/ /ADV | 2 | 2 | 0.27% | 0.32% | 0.37% | Q1 2021 | Q2 2021 | 2 |
Kozak & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 2 |
SMITH ASSET MANAGEMENT GROUP LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Clear Sky Advisers, LLC | 1 | 1 | 2.01% | 2.08% | 2.16% | Q1 2023 | Q3 2023 | 2 |
Van Leeuwen & Company, LLC | 2 | 2 | 1.27% | 1.36% | 1.46% | Q4 2021 | Q1 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2021 | Q1 2022 | 2 |
Concert Wealth Management Inc. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2013 | Q4 2013 | 2 |
Convergence Investment Partners, LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q1 2018 | 2 |
Strategic Investment Advisors / MI | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q2 2019 | 2 |
Greenwoods Asset Management Ltd | 2 | 2 | 0.71% | 3.63% | 6.55% | Q3 2020 | Q4 2020 | 2 |
Perennial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
MBA Advisors LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q4 2021 | Q1 2022 | 2 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.01% | 0.19% | 0.37% | Q3 2018 | Q3 2023 | 2 |
Amplify Investments, LLC | 1 | 1 | 7.44% | 7.44% | 7.44% | Q1 2018 | Q1 2018 | 1 |
Aubrey Capital Management Ltd | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2022 | Q1 2022 | 1 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
FRONTIER INVESTMENT MGMT CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Charter Oak Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Thrax Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Waypoint Wealth Partners Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2015 | Q3 2015 | 1 |
LOUNTZIS ASSET MANAGEMENT, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q1 2023 | 1 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
HCEP Management Ltd | 1 | 1 | 18.96% | 18.96% | 18.96% | Q2 2021 | Q2 2021 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Oaktree Fund Advisors, LLC | 1 | 1 | 7.23% | 7.23% | 7.23% | Q2 2021 | Q2 2021 | 1 |
Bull Oak Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Alta Park Capital, LP | 1 | 1 | 2.06% | 2.06% | 2.06% | Q1 2023 | Q1 2023 | 1 |
Pacer Advisors, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2013 | Q4 2013 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Platform Technology Partners | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
S. R. Schill & Associates | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2020 | Q2 2020 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
SELZ CAPITAL LLC | 1 | 1 | 2.75% | 2.75% | 2.75% | Q4 2017 | Q4 2017 | 1 |
Windmill Hill Asset Management Ltd | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q4 2022 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
Tech Square Trading LP | 1 | 1 | 1.98% | 1.98% | 1.98% | Q4 2018 | Q4 2018 | 1 |
Arctis Global LLC | 1 | 1 | 10.90% | 10.90% | 10.90% | Q3 2022 | Q3 2022 | 1 |
One Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
SEAVIEW INVESTMENT MANAGERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Grace & Mercy Foundation, Inc. | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2023 | Q3 2023 | 1 |
Wealth Advisory Solutions, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
CHELSEA COUNSEL CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Wealthgate Family Office, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2021 | Q4 2021 | 1 |
Ronit Capital LLP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
LBA Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
swisspartners Ltd. | 1 | 1 | 1.00% | 1.00% | 1.00% | Q1 2022 | Q1 2022 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Astrantus Ltd | 1 | 1 | 1.12% | 1.12% | 1.12% | Q4 2021 | Q4 2021 | 1 |
Bridgewater Advisors Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2022 | Q3 2022 | 1 |
Vontobel Swiss Wealth Advisors AG | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Edgewood Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Granite Point Capital Management, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
WRAPMANAGER INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Tempus Wealth Planning, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2022 | Q3 2022 | 1 |
Citizens National Bank Trust Department | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
SNOW CAPITAL MANAGEMENT LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Diversified, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Moreno Evelyn V | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Engrave Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Danda Trouve Investment Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Zeal Asset Management Ltd | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Keystone Financial Planning, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
SPRUCEGROVE INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Cordasco Financial Network | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Riverview Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Greenhouse Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
West Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
EA Series Trust | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
CALDWELL & ORKIN INC | 1 | 1 | 2.49% | 2.49% | 2.49% | Q2 2013 | Q2 2013 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2017 | Q4 2017 | 1 |
Shellback Capital, LP | 1 | 1 | 1.63% | 1.63% | 1.63% | Q3 2019 | Q3 2019 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
TITLEIST CAPITAL, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
CLIFFORD CAPITAL PARTNERS LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Kernodle & Katon Asset Management Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2015 | Q4 2015 | 1 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Insight Advisors, LLC/ PA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
ShoreHaven Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2023 | Q2 2023 | 1 |
J2 Capital Management Inc | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
Scoria Capital Partners LP | 1 | 1 | 0.87% | 0.87% | 0.87% | Q3 2015 | Q3 2015 | 1 |
FOUNDERS CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Simplify Asset Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Lynwood Capital Management Inc. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q1 2023 | Q1 2023 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
MONETTA FINANCIAL SERVICES INC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2015 | Q1 2015 | 1 |
BEAM WEALTH ADVISORS, INC. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2020 | Q2 2020 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2016 | Q1 2016 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2018 | Q3 2018 | 1 |
Otter Creek Advisors, LLC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q3 2018 | Q3 2018 | 1 |
SPINNAKER CAPITAL LTD | 1 | 1 | 8.61% | 8.61% | 8.61% | Q4 2013 | Q4 2013 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2013 | Q4 2013 | 1 |
US FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
DEFINED WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Pinpoint Asset Management Ltd | 1 | 1 | 3.17% | 3.17% | 3.17% | Q1 2022 | Q1 2022 | 1 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
RPg Family Wealth Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Gary Goldberg Planning Services Inc | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2014 | Q4 2014 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Coronation Asset Management (Pty) Ltd. | 1 | 1 | 1.30% | 1.30% | 1.30% | Q1 2016 | Q1 2016 | 1 |
CHAPIN DAVIS, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q2 2023 | Q2 2023 | 1 |
CAHABA WEALTH MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
O'Neil Global Advisors, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
TIVERTON ASSET MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Sather Financial Group Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Metatron Capital SICAV plc | 1 | 1 | 2.16% | 2.16% | 2.16% | Q4 2021 | Q4 2021 | 1 |
Clarity Financial LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
BLOOM TREE PARTNERS, LLC | 1 | 1 | 5.64% | 5.64% | 5.64% | Q2 2023 | Q2 2023 | 1 |
Ratan Capital Management LP | 1 | 1 | 2.10% | 2.10% | 2.10% | Q2 2023 | Q2 2023 | 1 |
FCA CORP /TX | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
DSAM Partners (London) Ltd | 1 | 1 | 1.41% | 1.41% | 1.41% | Q3 2018 | Q3 2018 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2021 | Q3 2021 | 1 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2020 | Q4 2020 | 1 |
Quadrature Capital Ltd | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2015 | Q4 2015 | 1 |
Advance Emerging Capital Ltd | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2015 | Q3 2015 | 1 |
ANDOR CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 6.73% | 6.73% | 6.73% | Q2 2013 | Q2 2013 | 1 |
Turim 21 Investimentos Ltda. | 1 | 1 | 1.16% | 1.16% | 1.16% | Q2 2023 | Q2 2023 | 1 |
CONTINENTAL INVESTORS SERVICES, INC. | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2023 | Q2 2023 | 1 |
Level Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Emerald Advisors, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2019 | Q4 2019 | 1 |
Antara Capital LP | 1 | 1 | 1.63% | 1.63% | 1.63% | Q3 2022 | Q3 2022 | 1 |
Close Asset Management Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd | 1 | 1 | 17.93% | 17.93% | 17.93% | Q2 2023 | Q2 2023 | 1 |
Blue Barn Wealth, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2023 | Q3 2023 | 1 |
Quadrature Capital LLP | 1 | 1 | 2.67% | 2.67% | 2.67% | Q2 2015 | Q2 2015 | 1 |
Atlantic Union Bankshares Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
SECURITY NATIONAL TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ARS Wealth Advisors Group, LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q2 2022 | Q2 2022 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2017 | Q2 2017 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2016 | Q4 2016 | 1 |
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2023 | Q1 2023 | 1 |
Cowen Prime Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Teza Capital Management LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2017 | Q1 2017 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Legacy Financial Strategies, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Cross Staff Investments Inc | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Callan Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Vahanian & Associates Financial Planning Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Austin Asset Management Co Inc | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Alerus Investment Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
MWA Asset Management | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2023 | Q3 2023 | 1 |
ML & R WEALTH MANAGEMENT LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Royal Capital Wealth Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
White Knight Strategic Wealth Advisors, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2023 | Q1 2023 | 1 |
FACTORY MUTUAL INSURANCE CO | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Triangle Securities Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
United Asset Strategies, Inc. | 1 | 1 | 0.99% | 0.99% | 0.99% | Q1 2022 | Q1 2022 | 1 |
Wilmington Trust, National Association | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
Telemetry Investments, L.L.C. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2015 | Q1 2015 | 1 |
TCWP LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
AMJ Financial Wealth Management | 1 | 1 | 1.25% | 1.25% | 1.25% | Q4 2019 | Q4 2019 | 1 |
Legg Mason International Equities | 1 | 1 | 9.66% | 9.66% | 9.66% | Q2 2013 | Q2 2013 | 1 |
Missouri Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HELIOS CAPITAL MANAGEMENT PTE. LTD | 1 | 1 | 2.17% | 2.17% | 2.17% | Q3 2022 | Q3 2022 | 1 |
Operose Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
MQS Management LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2022 | Q2 2022 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
INR ADVISORY SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Corvex Management LP | 1 | 1 | 3.20% | 3.20% | 3.20% | Q3 2021 | Q3 2021 | 1 |
Polen Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
FARR MILLER & WASHINGTON LLC/DC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2020 | Q3 2020 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Clarius Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2020 | Q4 2020 | 1 |
BIVIN & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Vantage Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Tiger Pacific Capital LP | 1 | 1 | 10.63% | 10.63% | 10.63% | Q3 2023 | Q3 2023 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.98% | 0.98% | 0.98% | Q1 2018 | Q1 2018 | 1 |
Autumn Glory Partners, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2021 | Q4 2021 | 1 |
AIA Group Ltd | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2021 | Q3 2021 | 1 |
Global Wealth Strategies & Associates | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ARGI Investment Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
NBT BANK N A /NY | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
WealthOne, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
LOGAN CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Nvest Financial, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2023 | Q1 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
KENSICO CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
CHATHAM CAPITAL GROUP, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2014 | Q3 2014 | 1 |
Herr Investment Group LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
GILDER GAGNON HOWE & CO LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
OPTIMAS CAPITAL Ltd | 1 | 1 | 4.49% | 4.49% | 4.49% | Q1 2022 | Q1 2022 | 1 |
PENN DAVIS MCFARLAND INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Quantum Private Wealth, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
WealthPlan Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Longitude (Cayman) Ltd. | 1 | 1 | 7.25% | 7.25% | 7.25% | Q1 2021 | Q1 2021 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
American Research & Management Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Cercano Management LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2023 | Q2 2023 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Modus Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Principal Street Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Point72 Asia (Singapore) Pte. Ltd. | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2016 | Q3 2016 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2023 | Q2 2023 | 1 |
Onex Canada Asset Management Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2013 | Q2 2013 | 1 |
Garda Capital Partners LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CBIZ Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NEW VERNON INVESTMENT MANAGEMENT LLC | 1 | 1 | 2.09% | 2.09% | 2.09% | Q3 2018 | Q3 2018 | 1 |
ICW Investment Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Creative Capital Management Investments LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Elliott Investment Management L.P. | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2023 | Q3 2023 | 1 |
SP Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
CXI Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
KADENSA CAPITAL Ltd | 1 | 1 | 22.53% | 22.53% | 22.53% | Q3 2018 | Q3 2018 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Icon Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Woodline Partners LP | 1 | 1 | 1.78% | 1.78% | 1.78% | Q4 2019 | Q4 2019 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Financial Freedom, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Sassicaia Capital Advisers LLC | 1 | 1 | 5.09% | 5.09% | 5.09% | Q2 2022 | Q2 2022 | 1 |
Neuburgh Advisers LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Leap Investments LP | 1 | 1 | 0.62% | 0.62% | 0.62% | Q2 2020 | Q2 2020 | 1 |
CORBYN INVESTMENT MANAGEMENT INC/MD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
CIC Wealth, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Elkfork Partners LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Core Alternative Capital | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BURNEY CO/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Gruss & Co., LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q1 2019 | Q1 2019 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Snow Lake Management LP | 1 | 1 | 4.82% | 4.82% | 4.82% | Q3 2023 | Q3 2023 | 1 |
CHANNEL WEALTH LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2023 | Q4 2023 | 1 |
Sage Financial Management Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Banyan Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
Key Bridge Compliance, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
INVENIO WEALTH PARTNERS LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2023 | Q2 2023 | 1 |
Meadow Creek Investment Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 3.49% | 3.49% | 3.49% | Q3 2023 | Q3 2023 | 1 |
Numen Capital LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Financiere des Professionnels - Fonds d,investissement inc. | 1 | 1 | 1.32% | 1.32% | 1.32% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SHARIAPORTFOLIO, INC. | 1 | 1 | 1.23% | 1.23% | 1.23% | Q3 2023 | Q3 2023 | 1 |
ROGCO, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
ANALYTIC INVESTORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
United Community Bank | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Werlinich Asset Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q1 2022 | 1 |
Savoie Capital LLC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q3 2023 | Q3 2023 | 1 |
Southland Equity Partners LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2020 | Q4 2020 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Leibman Financial Services, Inc. | 1 | 1 | 2.98% | 2.98% | 2.98% | Q4 2023 | Q4 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q4 2023 | 1 |
Atom Investors LP | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2013 | Q3 2013 | 1 |
DAVIS-REA LTD. | 1 | 1 | 0.88% | 0.88% | 0.88% | Q3 2022 | Q3 2022 | 1 |
KG&L Capital Management,LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Glen Harbor Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
CCG WEALTH MANAGEMENT, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COWEN INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2022 | Q3 2022 | 1 |
GOFEN & GLOSSBERG LLC /IL/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Archon Partners LLC | 1 | 1 | 1.18% | 1.18% | 1.18% | Q1 2023 | Q1 2023 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Hunting Hill Global Capital, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Campbell Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Chanos & Co LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2023 | Q1 2023 | 1 |
PFM Health Sciences, LP | 1 | 1 | 0.93% | 0.93% | 0.93% | Q3 2018 | Q3 2018 | 1 |
Partner Investment Management, L.P. | 1 | 1 | 1.28% | 1.28% | 1.28% | Q3 2018 | Q3 2018 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2021 | Q2 2021 | 1 |
Adalta Capital Management LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2018 | Q2 2018 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
Stratos Investment Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Veritas Investment Management LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Rossmore Private Capital | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Jordan Park Group LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
3G Capital Partners | 1 | 1 | 15.55% | 15.55% | 15.55% | Q3 2022 | Q3 2022 | 1 |
Johnson Midwest Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
ADAMCAPITAL Gestao de Recursos Ltda. | 1 | 1 | 4.72% | 4.72% | 4.72% | Q4 2017 | Q4 2017 | 1 |
Peachtree Investment Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Cheyne Capital Management (UK) LLP | 1 | 1 | 4.05% | 4.05% | 4.05% | Q3 2021 | Q3 2021 | 1 |
Fairhaven Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Paragon Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
NOVARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
TOMS Capital Investment Management LP | 1 | 1 | 2.57% | 2.57% | 2.57% | Q3 2021 | Q3 2021 | 1 |
Quantamental Technologies LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Dorsey Wright & Associates | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
ASSET PLANNING CORPORATION | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Windsor Wealth Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
SOLARIS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2014 | Q2 2014 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
Gryphon International Investment CORP | 1 | 1 | 78.34% | 78.34% | 78.34% | Q3 2021 | Q3 2021 | 1 |
MUNDER CAPITAL MANAGEMENT | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
GAMCO INVESTORS, INC. ET AL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
D1 Capital Partners L.P. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2020 | Q2 2020 | 1 |
BBR PARTNERS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
Miura Global Management | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2020 | Q4 2020 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
FRIESS ASSOCIATES LLC | 1 | 1 | 2.01% | 2.01% | 2.01% | Q4 2020 | Q4 2020 | 1 |
CRAMER ROSENTHAL MCGLYNN LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Congress Park Capital LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.84% | 0.84% | 0.84% | Q4 2019 | Q4 2019 | 1 |
Monument Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Oasis Management Co Ltd. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
External links
This page lists all the filers that currently own TAIWAN SEMICONDUCTOR MFG LTD or have owned TAIWAN SEMICONDUCTOR MFG LTD in the past.