Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.02% | 0.11% | Q1 2012 | Q3 2023 | 127 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 123 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.04% | 0.27% | Q2 2013 | Q3 2023 | 120 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.03% | 0.42% | Q2 2013 | Q3 2023 | 114 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 109 |
Parallax Volatility Advisers, L.P. | 42 | 42 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q3 2023 | 108 |
Citadel Advisors | 42 | 42 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 100 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 97 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 95 |
JANE STREET GROUP, LLC | 35 | 1 | 0.00% | 0.03% | 0.41% | Q1 2014 | Q3 2023 | 93 |
BNP PARIBAS FINANCIAL MARKETS | 35 | 6 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 91 |
MILLENNIUM MANAGEMENT LLC | 42 | 42 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 87 |
Cutler Group LLC / CA | 17 | 14 | 0.00% | 0.02% | 0.21% | Q4 2015 | Q3 2023 | 86 |
TWO SIGMA INVESTMENTS, LP | 28 | 2 | 0.00% | 0.07% | 0.59% | Q2 2013 | Q1 2023 | 76 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 76 |
CAPITAL FUND MANAGEMENT S.A. | 26 | 1 | 0.00% | 0.08% | 0.50% | Q2 2013 | Q3 2023 | 72 |
WOLVERINE TRADING, LLC | 9 | 1 | 0.00% | 0.06% | 0.24% | Q2 2016 | Q3 2023 | 71 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.02% | 0.13% | Q1 2012 | Q3 2023 | 71 |
Twin Tree Management, LP | 19 | 16 | 0.00% | 0.07% | 0.36% | Q3 2014 | Q2 2023 | 68 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.02% | 0.07% | Q1 2013 | Q3 2023 | 63 |
PEAK6 Investments LLC | 14 | 6 | 0.00% | 0.05% | 0.24% | Q3 2018 | Q3 2023 | 58 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 58 |
Creative Planning | 33 | 8 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 57 |
CAPSTONE INVESTMENT ADVISORS, LLC | 21 | 2 | 0.00% | 0.02% | 0.16% | Q4 2015 | Q3 2023 | 57 |
Paloma Partners Management Co | 11 | 1 | 0.00% | 0.05% | 0.30% | Q3 2013 | Q3 2023 | 55 |
TWO SIGMA SECURITIES, LLC | 14 | 1 | 0.00% | 0.04% | 0.16% | Q4 2016 | Q3 2023 | 55 |
BALYASNY ASSET MANAGEMENT L.P. | 25 | 5 | 0.00% | 0.17% | 0.48% | Q3 2013 | Q3 2023 | 53 |
PEAK6 Group LLC | 15 | 5 | 0.00% | 0.10% | 0.49% | Q2 2013 | Q2 2018 | 52 |
Squarepoint Ops LLC | 18 | 1 | 0.00% | 0.18% | 0.94% | Q4 2015 | Q3 2023 | 48 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.03% | 0.09% | Q3 2013 | Q3 2023 | 48 |
HUNTINGTON NATIONAL BANK | 26 | 7 | 0.00% | 0.00% | 0.02% | Q3 2010 | Q3 2023 | 47 |
WOLVERINE ASSET MANAGEMENT LLC | 19 | 1 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q1 2021 | 47 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 46 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 46 | 46 | 0.01% | 0.03% | 0.08% | Q2 2012 | Q3 2023 | 46 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 46 | 46 | 0.00% | 0.04% | 0.10% | Q2 2012 | Q3 2023 | 46 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.05% | 0.19% | Q2 2013 | Q3 2023 | 46 |
Cubist Systematic Strategies, LLC | 25 | 12 | 0.01% | 0.13% | 0.59% | Q2 2014 | Q3 2023 | 44 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.00% | 0.05% | 0.25% | Q4 2012 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.03% | 0.05% | 0.07% | Q1 2013 | Q3 2023 | 43 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.03% | 0.27% | Q2 2013 | Q1 2017 | 43 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
SHELL ASSET MANAGEMENT CO | 42 | 42 | 0.01% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.00% | 0.03% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.02% | 0.10% | 0.38% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.01% | 0.04% | 0.15% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.00% | 0.08% | 0.32% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.01% | 0.08% | 0.43% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.09% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.02% | 0.17% | 0.62% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 42 | 42 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Bath Savings Trust Co | 42 | 42 | 0.14% | 0.29% | 0.53% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.04% | 0.15% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.03% | 0.04% | 0.06% | Q2 2012 | Q4 2022 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.01% | 0.11% | 0.44% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
BENDER ROBERT & ASSOCIATES | 42 | 42 | 2.05% | 3.48% | 5.56% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
FIDUCIARY TRUST CO | 42 | 42 | 0.08% | 0.21% | 0.44% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.20% | 0.64% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.01% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.01% | 0.05% | 0.17% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.02% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.00% | 0.05% | 0.18% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WEDBUSH SECURITIES INC | 42 | 42 | 0.07% | 0.18% | 0.34% | Q2 2013 | Q3 2023 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.01% | 0.09% | 0.27% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.00% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.01% | 0.06% | 0.23% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.00% | 0.07% | 0.30% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.02% | 0.08% | 0.28% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.00% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
SIT INVESTMENT ASSOCIATES INC | 42 | 42 | 0.08% | 0.19% | 0.36% | Q2 2013 | Q3 2023 | 42 |
Brown Capital Management | 41 | 41 | 0.01% | 0.06% | 0.24% | Q3 2013 | Q3 2023 | 41 |
BRIGHTON JONES LLC | 26 | 15 | 0.03% | 0.08% | 0.25% | Q2 2013 | Q3 2023 | 41 |
SG Americas Securities, LLC | 33 | 8 | 0.00% | 0.02% | 0.20% | Q2 2013 | Q3 2023 | 41 |
LPL Financial LLC | 39 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 40 |
Korea Investment CORP | 21 | 1 | 0.00% | 0.08% | 0.27% | Q2 2013 | Q3 2023 | 40 |
Skylands Capital, LLC | 40 | 40 | 0.00% | 0.10% | 0.53% | Q4 2013 | Q3 2023 | 40 |
COMERICA BANK | 38 | 2 | 0.00% | 0.03% | 0.06% | Q3 2013 | Q3 2023 | 40 |
Barbara Oil Co. | 40 | 40 | 0.29% | 0.54% | 1.06% | Q4 2013 | Q3 2023 | 40 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 40 | 40 | 0.01% | 0.05% | 0.14% | Q4 2013 | Q3 2023 | 40 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 40 |
Strategic Financial Services, Inc, | 40 | 40 | 0.15% | 0.48% | 1.16% | Q4 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.03% | 0.05% | 0.08% | Q4 2013 | Q3 2023 | 40 |
OPPENHEIMER & CO INC | 39 | 1 | 0.01% | 0.06% | 0.20% | Q3 2013 | Q3 2023 | 40 |
AMALGAMATED BANK | 40 | 40 | 0.03% | 0.07% | 0.16% | Q4 2013 | Q3 2023 | 40 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.03% | 0.08% | 0.52% | Q1 2014 | Q3 2023 | 39 |
Meiji Yasuda Life Insurance Co | 38 | 1 | 0.01% | 0.10% | 0.26% | Q2 2013 | Q3 2023 | 39 |
FIRST TRUST ADVISORS LP | 36 | 1 | 0.01% | 0.05% | 0.14% | Q3 2013 | Q3 2023 | 39 |
HighTower Advisors, LLC | 29 | 1 | 0.00% | 0.04% | 0.19% | Q4 2013 | Q3 2023 | 39 |
TD ASSET MANAGEMENT INC | 37 | 2 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q3 2023 | 39 |
Stephens Investment Management Group LLC | 25 | 14 | 0.08% | 0.68% | 1.10% | Q2 2013 | Q3 2023 | 39 |
Nuveen Asset Management, LLC | 22 | 15 | 0.00% | 0.06% | 0.16% | Q4 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.03% | 0.10% | Q1 2014 | Q3 2023 | 39 |
M&T BANK CORP | 37 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 39 |
LOGAN CAPITAL MANAGEMENT INC | 27 | 12 | 0.02% | 0.22% | 0.62% | Q2 2013 | Q3 2023 | 39 |
Allianz Asset Management GmbH | 30 | 3 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 39 |
SEGALL BRYANT & HAMILL, LLC | 34 | 4 | 0.01% | 0.03% | 0.18% | Q1 2013 | Q2 2023 | 38 |
CIBC Asset Management Inc | 37 | 1 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 38 |
STEPHENS INC /AR/ | 21 | 17 | 0.02% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 38 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 37 | 1 | 0.09% | 0.63% | 1.51% | Q3 2013 | Q3 2023 | 38 |
GLENMEDE TRUST CO NA | 36 | 2 | 0.00% | 0.17% | 0.75% | Q2 2013 | Q3 2023 | 38 |
Meiji Yasuda Asset Management Co Ltd. | 37 | 1 | 0.03% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 38 |
Janney Montgomery Scott LLC | 29 | 9 | 0.02% | 0.05% | 0.08% | Q4 2013 | Q3 2023 | 38 |
State of New Jersey Common Pension Fund D | 38 | 38 | 0.01% | 0.04% | 0.06% | Q2 2014 | Q3 2023 | 38 |
THRIVENT FINANCIAL FOR LUTHERANS | 37 | 37 | 0.01% | 0.04% | 0.13% | Q3 2014 | Q3 2023 | 37 |
Andra AP-fonden | 18 | 1 | 0.00% | 0.16% | 0.64% | Q2 2013 | Q3 2023 | 37 |
TWO SIGMA ADVISERS, LP | 15 | 2 | 0.00% | 0.28% | 0.67% | Q2 2013 | Q2 2023 | 37 |
Gradient Investments LLC | 24 | 6 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 37 |
NORDEA INVESTMENT MANAGEMENT AB | 37 | 37 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 37 |
KEYBANK NATIONAL ASSOCIATION/OH | 18 | 6 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q3 2023 | 37 |
TOBAM | 17 | 5 | 0.00% | 1.11% | 3.32% | Q2 2013 | Q3 2023 | 37 |
Tower Research Capital LLC (TRC) | 15 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 37 |
Verition Fund Management LLC | 9 | 1 | 0.00% | 0.04% | 0.25% | Q2 2013 | Q3 2023 | 37 |
PANAGORA ASSET MANAGEMENT INC | 32 | 1 | 0.00% | 0.06% | 0.40% | Q2 2013 | Q3 2023 | 36 |
PROFUND ADVISORS LLC | 36 | 36 | 0.01% | 0.04% | 0.09% | Q4 2014 | Q3 2023 | 36 |
JENNISON ASSOCIATES LLC | 27 | 9 | 0.00% | 0.20% | 0.75% | Q2 2013 | Q3 2023 | 36 |
Robeco Institutional Asset Management B.V. | 35 | 1 | 0.00% | 0.05% | 0.21% | Q4 2013 | Q3 2023 | 36 |
EATON VANCE MANAGEMENT | 36 | 36 | 0.00% | 0.07% | 0.22% | Q4 2013 | Q3 2022 | 36 |
BNP Paribas Asset Management Holding S.A. | 36 | 36 | 0.02% | 0.13% | 0.30% | Q4 2014 | Q3 2023 | 36 |
AMERICAN CENTURY COMPANIES INC | 20 | 3 | 0.00% | 0.10% | 0.37% | Q2 2013 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.02% | 0.07% | 0.29% | Q4 2014 | Q3 2023 | 36 |
RAYMOND JAMES & ASSOCIATES | 36 | 36 | 0.01% | 0.04% | 0.09% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q1 2022 | 36 |
Rafferty Asset Management, LLC | 35 | 35 | 0.00% | 0.03% | 0.12% | Q1 2015 | Q3 2023 | 35 |
Smithfield Trust Co | 35 | 35 | 0.00% | 0.02% | 0.07% | Q1 2015 | Q3 2023 | 35 |
CIBC Private Wealth Group, LLC | 34 | 34 | 0.01% | 0.06% | 0.20% | Q2 2015 | Q3 2023 | 34 |
FIRST NATIONAL BANK OF OMAHA | 34 | 34 | 0.02% | 0.38% | 0.65% | Q2 2013 | Q3 2021 | 34 |
Johnson Financial Group, Inc. | 20 | 14 | 0.00% | 0.03% | 0.33% | Q1 2015 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
Neuberger Berman Group LLC | 16 | 1 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q3 2021 | 34 |
World Asset Management Inc | 34 | 34 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2021 | 34 |
VICTORY CAPITAL MANAGEMENT INC | 34 | 34 | 0.01% | 0.11% | 0.25% | Q2 2015 | Q3 2023 | 34 |
1832 Asset Management L.P. | 19 | 1 | 0.00% | 0.24% | 0.66% | Q2 2013 | Q3 2023 | 34 |
ALPS ADVISORS INC | 24 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2023 | 34 |
INTRUST BANK NA | 34 | 34 | 0.06% | 0.19% | 0.44% | Q2 2015 | Q3 2023 | 34 |
WASHINGTON CAPITAL MANAGEMENT, INC | 29 | 5 | 0.08% | 0.39% | 0.66% | Q2 2013 | Q3 2023 | 34 |
State of Tennessee, Treasury Department | 30 | 1 | 0.01% | 0.05% | 0.15% | Q4 2014 | Q3 2023 | 34 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 30 | 4 | 0.01% | 0.03% | 0.06% | Q1 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.01% | 0.04% | 0.38% | Q2 2015 | Q3 2023 | 34 |
ROPES WEALTH ADVISORS LLC | 34 | 34 | 0.01% | 0.05% | 0.09% | Q2 2015 | Q3 2023 | 34 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 27 | 7 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2023 | 34 |
Jump Trading, LLC | 7 | 3 | 0.00% | 0.04% | 0.16% | Q4 2013 | Q1 2018 | 34 |
IBM Retirement Fund | 17 | 17 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q1 2022 | 34 |
Trust Investment Advisors | 33 | 33 | 0.37% | 0.79% | 1.18% | Q3 2015 | Q3 2023 | 33 |
National Pension Service | 33 | 33 | 0.05% | 0.07% | 0.10% | Q3 2015 | Q3 2023 | 33 |
AVIVA PLC | 33 | 33 | 0.02% | 0.05% | 0.16% | Q3 2015 | Q3 2023 | 33 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 14 | 1 | 0.00% | 0.08% | 0.22% | Q2 2013 | Q3 2023 | 33 |
Veritable, L.P. | 29 | 4 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2023 | 33 |
Tributary Capital Management, LLC | 33 | 33 | 0.02% | 0.27% | 0.70% | Q2 2013 | Q2 2021 | 33 |
Cambridge Investment Research Advisors, Inc. | 33 | 33 | 0.00% | 0.01% | 0.06% | Q3 2015 | Q3 2023 | 33 |
WENDELL DAVID ASSOCIATES INC | 33 | 33 | 0.05% | 0.17% | 0.44% | Q3 2015 | Q3 2023 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.01% | 0.02% | 0.10% | Q2 2013 | Q2 2021 | 33 |
CANADA PENSION PLAN INVESTMENT BOARD | 24 | 9 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 33 |
CIBC WORLD MARKETS CORP | 25 | 7 | 0.01% | 0.07% | 0.50% | Q3 2015 | Q3 2023 | 32 |
Parkside Financial Bank & Trust | 24 | 8 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 32 |
REGIONS FINANCIAL CORP | 24 | 4 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 32 |
FULTON BANK, N.A. | 32 | 32 | 0.08% | 0.14% | 0.28% | Q1 2016 | Q4 2023 | 32 |
Skandinaviska Enskilda Banken AB (publ) | 32 | 32 | 0.02% | 0.05% | 0.34% | Q4 2015 | Q3 2023 | 32 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 24 | 8 | 0.09% | 0.31% | 0.66% | Q3 2015 | Q3 2023 | 32 |
Arizona State Retirement System | 32 | 32 | 0.02% | 0.06% | 0.13% | Q4 2015 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.06% | 0.15% | Q4 2015 | Q3 2023 | 32 |
Rathbones Group PLC | 32 | 32 | 0.03% | 0.48% | 1.41% | Q4 2015 | Q3 2023 | 32 |
SYNOVUS FINANCIAL CORP | 32 | 32 | 0.00% | 0.04% | 0.10% | Q4 2015 | Q3 2023 | 32 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 19 | 13 | 0.02% | 0.29% | 1.00% | Q4 2013 | Q4 2021 | 32 |
Pacer Advisors, Inc. | 32 | 32 | 0.00% | 0.04% | 0.09% | Q4 2015 | Q3 2023 | 32 |
ProShare Advisors LLC | 32 | 32 | 0.01% | 0.05% | 0.11% | Q4 2015 | Q3 2023 | 32 |
Ameritas Investment Partners, Inc. | 31 | 31 | 0.01% | 0.07% | 0.12% | Q1 2016 | Q3 2023 | 31 |
Raymond James Financial Services Advisors, Inc. | 31 | 31 | 0.00% | 0.02% | 0.05% | Q1 2016 | Q3 2023 | 31 |
First Horizon Advisors, Inc. | 27 | 4 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 31 |
BANK OF NOVA SCOTIA | 31 | 31 | 0.00% | 0.02% | 0.08% | Q1 2016 | Q3 2023 | 31 |
B. Riley Wealth Advisors, Inc. | 13 | 1 | 0.00% | 0.05% | 0.09% | Q2 2014 | Q3 2023 | 31 |
AXA S.A. | 30 | 1 | 0.00% | 0.02% | 0.10% | Q3 2013 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2020 | 31 |
TCI Wealth Advisors, Inc. | 30 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2023 | 31 |
TORONTO DOMINION BANK | 31 | 31 | 0.00% | 0.02% | 0.07% | Q1 2016 | Q3 2023 | 31 |
Renaissance Technologies | 8 | 1 | 0.00% | 0.11% | 0.41% | Q3 2013 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.02% | 0.05% | Q1 2016 | Q3 2023 | 31 |
TEXAS PERMANENT SCHOOL FUND CORP | 30 | 30 | 0.03% | 0.05% | 0.07% | Q2 2016 | Q3 2023 | 30 |
Candriam S.C.A. | 30 | 30 | 0.01% | 0.04% | 0.24% | Q2 2016 | Q3 2023 | 30 |
Louisiana State Employees Retirement System | 30 | 30 | 0.03% | 0.04% | 0.05% | Q2 2016 | Q3 2023 | 30 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 30 | 30 | 0.02% | 0.04% | 0.14% | Q2 2016 | Q3 2023 | 30 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 30 | 30 | 0.00% | 0.03% | 0.20% | Q2 2016 | Q3 2023 | 30 |
Kentucky Retirement Systems | 30 | 30 | 0.04% | 0.06% | 0.08% | Q2 2016 | Q3 2023 | 30 |
Retirement Systems of Alabama | 30 | 30 | 0.02% | 0.07% | 0.18% | Q2 2016 | Q3 2023 | 30 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 30 | 30 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 30 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 30 | 30 | 0.04% | 0.06% | 0.08% | Q2 2016 | Q3 2023 | 30 |
SCOUT INVESTMENTS, INC. | 13 | 2 | 0.15% | 0.48% | 1.30% | Q2 2013 | Q3 2023 | 30 |
EAGLE ASSET MANAGEMENT INC | 20 | 10 | 0.01% | 0.27% | 1.04% | Q2 2013 | Q3 2023 | 30 |
Norinchukin Bank, The | 30 | 30 | 0.02% | 0.02% | 0.05% | Q2 2016 | Q3 2023 | 30 |
CREDIT AGRICOLE S A | 18 | 12 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 30 |
Kentucky Retirement Systems Insurance Trust Fund | 30 | 30 | 0.04% | 0.06% | 0.09% | Q2 2016 | Q3 2023 | 30 |
LS Investment Advisors, LLC | 30 | 30 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q1 2021 | 30 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 30 | 30 | 0.04% | 0.05% | 0.08% | Q2 2016 | Q3 2023 | 30 |
Chevy Chase Trust Holdings, LLC | 30 | 30 | 0.04% | 0.06% | 0.08% | Q2 2016 | Q3 2023 | 30 |
SECURIAN ASSET MANAGEMENT, INC | 30 | 30 | 0.03% | 0.04% | 0.06% | Q2 2016 | Q3 2023 | 30 |
CIBC WORLD MARKET INC. | 23 | 7 | 0.00% | 0.02% | 0.07% | Q4 2015 | Q3 2023 | 30 |
ING GROEP NV | 12 | 1 | 0.00% | 0.02% | 0.08% | Q3 2014 | Q3 2023 | 30 |
BESSEMER GROUP INC | 23 | 1 | 0.00% | 0.01% | 0.24% | Q4 2014 | Q3 2023 | 30 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 30 | 30 | 0.02% | 0.03% | 0.06% | Q2 2016 | Q3 2023 | 30 |
FARMERS & MERCHANTS INVESTMENTS INC | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
SIGNATUREFD, LLC | 24 | 2 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 29 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 16 | 13 | 0.00% | 0.46% | 0.82% | Q1 2014 | Q2 2022 | 29 |
WADDELL & REED FINANCIAL INC | 17 | 12 | 0.07% | 0.31% | 0.57% | Q2 2013 | Q1 2021 | 29 |
FDx Advisors, Inc. | 11 | 1 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 29 |
BOKF, NA | 12 | 1 | 0.00% | 0.05% | 0.19% | Q3 2013 | Q3 2023 | 29 |
MEEDER ASSET MANAGEMENT INC | 14 | 3 | 0.00% | 0.08% | 0.59% | Q3 2015 | Q3 2023 | 29 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 13 | 3 | 0.00% | 0.05% | 0.31% | Q2 2013 | Q3 2023 | 29 |
NOMURA HOLDINGS INC | 9 | 1 | 0.00% | 0.01% | 0.15% | Q1 2013 | Q2 2022 | 29 |
Diversified Trust Co | 24 | 2 | 0.01% | 0.04% | 0.15% | Q2 2013 | Q4 2023 | 29 |
FRED ALGER MANAGEMENT, LLC | 17 | 2 | 0.00% | 0.04% | 0.11% | Q1 2014 | Q2 2023 | 29 |
Advisory Services Network, LLC | 23 | 1 | 0.00% | 0.04% | 0.11% | Q4 2014 | Q3 2023 | 29 |
TUDOR INVESTMENT CORP ET AL | 6 | 2 | 0.01% | 0.03% | 0.14% | Q1 2014 | Q3 2023 | 29 |
SENTRY INVESTMENT MANAGEMENT LLC | 26 | 3 | 0.04% | 0.06% | 0.08% | Q2 2016 | Q3 2023 | 29 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 14 | 1 | 0.00% | 0.13% | 0.54% | Q1 2014 | Q3 2023 | 29 |
Hilltop Holdings Inc. | 14 | 3 | 0.02% | 0.10% | 0.20% | Q1 2015 | Q2 2023 | 29 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 24 | 5 | 0.01% | 0.07% | 0.24% | Q2 2016 | Q3 2023 | 29 |
ASSETMARK, INC | 14 | 2 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 28 |
D.A. DAVIDSON & CO. | 23 | 5 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2021 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.03% | 0.12% | Q4 2016 | Q3 2023 | 28 |
Financial Architects, Inc | 18 | 3 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q2 2020 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.04% | 0.08% | 0.19% | Q4 2016 | Q3 2023 | 28 |
FRANKLIN RESOURCES INC | 26 | 2 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.03% | 0.05% | 0.10% | Q4 2016 | Q3 2023 | 28 |
J.P. Morgan Private Wealth Advisors LLC | 28 | 28 | 0.00% | 0.04% | 0.31% | Q4 2016 | Q3 2023 | 28 |
CWM, LLC | 20 | 8 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 28 |
Geneos Wealth Management Inc. | 28 | 28 | 0.00% | 0.13% | 0.42% | Q4 2016 | Q3 2023 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.04% | 0.06% | 0.10% | Q4 2016 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.02% | 0.07% | 0.22% | Q4 2016 | Q3 2023 | 28 |
Liberty Capital Management, Inc. | 16 | 12 | 0.44% | 0.84% | 1.43% | Q3 2016 | Q3 2023 | 28 |
WELLINGTON MANAGEMENT GROUP LLP | 10 | 1 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q3 2023 | 28 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 28 | 28 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2020 | 28 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 17 | 1 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q3 2021 | 28 |
Mirae Asset Global Investments Co., Ltd. | 25 | 3 | 0.00% | 0.02% | 0.13% | Q1 2014 | Q1 2023 | 28 |
Foundry Partners, LLC | 14 | 5 | 0.01% | 0.15% | 0.66% | Q3 2014 | Q2 2023 | 28 |
COMMERCE BANK | 16 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2023 | 27 |
RAYMOND JAMES TRUST N.A. | 14 | 4 | 0.01% | 0.03% | 0.07% | Q4 2015 | Q3 2023 | 27 |
ACADIAN ASSET MANAGEMENT LLC | 12 | 1 | 0.00% | 0.00% | 0.04% | Q4 2014 | Q2 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2019 | 27 |
Walleye Capital LLC | 6 | 2 | 0.00% | 0.08% | 0.41% | Q1 2019 | Q3 2023 | 27 |
Sigma Planning Corp | 24 | 1 | 0.01% | 0.02% | 0.09% | Q4 2014 | Q3 2023 | 27 |
Calamos Advisors LLC | 18 | 1 | 0.01% | 0.09% | 0.32% | Q2 2013 | Q3 2023 | 27 |
State of Alaska, Department of Revenue | 27 | 27 | 0.04% | 0.07% | 0.11% | Q1 2017 | Q3 2023 | 27 |
LORD, ABBETT & CO. LLC | 20 | 1 | 0.01% | 0.09% | 0.29% | Q3 2013 | Q1 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.01% | 0.10% | 0.23% | Q1 2017 | Q3 2023 | 27 |
SCOPUS ASSET MANAGEMENT, L.P. | 15 | 1 | 0.05% | 1.07% | 2.91% | Q2 2013 | Q3 2023 | 27 |
Engineers Gate Manager LP | 19 | 1 | 0.01% | 0.24% | 0.59% | Q1 2015 | Q3 2023 | 27 |
GATEWAY INVESTMENT ADVISERS LLC | 15 | 12 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 27 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.25% | 0.91% | Q2 2014 | Q3 2023 | 27 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 27 | 27 | 0.00% | 0.04% | 0.10% | Q1 2017 | Q3 2023 | 27 |
TCW GROUP INC | 24 | 3 | 0.01% | 0.83% | 1.48% | Q2 2013 | Q3 2023 | 27 |
EVERENCE CAPITAL MANAGEMENT INC | 15 | 12 | 0.03% | 0.06% | 0.10% | Q4 2016 | Q3 2023 | 27 |
HUSSMAN STRATEGIC ADVISORS, INC. | 9 | 8 | 0.27% | 0.66% | 1.86% | Q1 2015 | Q3 2023 | 26 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.02% | 0.12% | 0.35% | Q3 2015 | Q3 2023 | 26 |
Private Advisor Group, LLC | 10 | 1 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 26 |
Carroll Financial Associates, Inc. | 22 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2021 | 26 |
Achmea Investment Management B.V. | 19 | 7 | 0.06% | 0.14% | 0.33% | Q1 2017 | Q3 2023 | 26 |
BALASA DINVERNO & FOLTZ LLC | 26 | 26 | 0.03% | 0.07% | 0.15% | Q2 2016 | Q3 2022 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2019 | 26 |
GAM Holding AG | 18 | 8 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q2 2020 | 26 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 26 | 26 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2019 | 26 |
AMUNDI ASSET MANAGEMENT US, INC. | 25 | 1 | 0.01% | 0.06% | 0.22% | Q4 2012 | Q1 2021 | 26 |
FACTORY MUTUAL INSURANCE CO | 22 | 4 | 0.04% | 0.18% | 0.42% | Q3 2015 | Q4 2022 | 26 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 16 | 1 | 0.04% | 0.18% | 0.33% | Q1 2015 | Q3 2023 | 26 |
Sargent Bickham Lagudis LLC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2022 | 26 |
Jefferies Group LLC | 6 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2022 | 26 |
EXANE DERIVATIVES | 14 | 1 | 0.00% | 0.37% | 2.61% | Q4 2014 | Q1 2022 | 26 |
ICON ADVISERS INC/CO | 23 | 3 | 0.02% | 0.50% | 1.40% | Q3 2015 | Q1 2022 | 26 |
MASON STREET ADVISORS, LLC | 19 | 7 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q4 2020 | 26 |
OPTIMUM INVESTMENT ADVISORS | 24 | 24 | 0.00% | 0.05% | 0.09% | Q1 2018 | Q4 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.02% | 0.05% | 0.10% | Q3 2016 | Q3 2023 | 26 |
Proficio Capital Partners LLC | 15 | 11 | 0.00% | 0.02% | 0.07% | Q4 2015 | Q3 2023 | 26 |
C Partners Holding GmbH | 16 | 10 | 0.54% | 4.04% | 9.76% | Q4 2014 | Q3 2021 | 26 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 12 | 1 | 0.05% | 0.54% | 1.68% | Q2 2014 | Q3 2023 | 26 |
NATIXIS ADVISORS, L.P. | 15 | 4 | 0.01% | 0.05% | 0.10% | Q3 2013 | Q3 2023 | 25 |
Gotham Asset Management, LLC | 15 | 1 | 0.00% | 0.12% | 0.25% | Q2 2014 | Q3 2023 | 25 |
HAP Trading, LLC | 7 | 1 | 0.00% | 0.06% | 1.04% | Q4 2013 | Q2 2023 | 25 |
Alecta Tjanstepension Omsesidigt | 25 | 25 | 0.72% | 1.65% | 2.79% | Q3 2017 | Q3 2023 | 25 |
Winslow, Evans & Crocker, Inc. | 24 | 1 | 0.00% | 0.07% | 0.24% | Q4 2013 | Q4 2020 | 25 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 25 | 25 | 0.18% | 0.74% | 1.65% | Q3 2017 | Q3 2023 | 25 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 15 | 1 | 0.00% | 0.00% | 0.03% | Q4 2014 | Q3 2023 | 25 |
CONGRESS ASSET MANAGEMENT CO /MA | 20 | 5 | 0.07% | 0.32% | 1.27% | Q2 2013 | Q3 2023 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
Gerber Kawasaki Wealth & Investment Management | 17 | 8 | 0.02% | 0.28% | 1.22% | Q4 2015 | Q3 2023 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 25 |
Point72 Asset Management, L.P. | 6 | 1 | 0.00% | 0.09% | 0.86% | Q2 2014 | Q3 2023 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.00% | 0.79% | 1.40% | Q1 2016 | Q1 2022 | 25 |
PRIVATE TRUST CO NA | 9 | 3 | 0.00% | 0.06% | 0.14% | Q1 2013 | Q3 2023 | 25 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 17 | 8 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 25 |
MML INVESTORS SERVICES, LLC | 21 | 4 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 25 |
abrdn plc | 25 | 25 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 25 |
HBK Sorce Advisory LLC | 24 | 1 | 0.01% | 0.05% | 0.11% | Q1 2016 | Q4 2022 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.04% | 0.36% | Q1 2017 | Q3 2023 | 25 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 11 | 5 | 0.01% | 0.12% | 0.38% | Q4 2014 | Q1 2023 | 25 |
EULAV Asset Management | 25 | 25 | 0.16% | 0.36% | 0.54% | Q3 2017 | Q3 2023 | 25 |
Nicholas Investment Partners, LP | 11 | 1 | 0.03% | 0.20% | 0.50% | Q1 2015 | Q2 2023 | 25 |
Employees Retirement System of Texas | 25 | 25 | 0.02% | 0.05% | 0.09% | Q2 2016 | Q2 2022 | 25 |
HBK INVESTMENTS L P | 18 | 1 | 0.00% | 0.12% | 0.40% | Q2 2013 | Q2 2023 | 25 |
Quantitative Investment Management, LLC | 7 | 1 | 0.03% | 0.26% | 0.71% | Q2 2013 | Q3 2023 | 25 |
Ithaka Group | 21 | 3 | 1.44% | 3.33% | 5.93% | Q2 2013 | Q2 2020 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.02% | 0.09% | 0.23% | Q2 2013 | Q1 2019 | 24 |
HARVEY INVESTMENT CO LLC | 24 | 24 | 0.00% | 1.60% | 2.60% | Q4 2017 | Q3 2023 | 24 |
Global Retirement Partners, LLC | 16 | 1 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 24 |
Vident Investment Advisory, LLC | 24 | 24 | 0.01% | 0.08% | 0.48% | Q3 2017 | Q2 2023 | 24 |
Harbour Capital Advisors, LLC | 12 | 1 | 0.06% | 0.14% | 0.36% | Q3 2013 | Q4 2023 | 24 |
MACKENZIE FINANCIAL CORP | 24 | 24 | 0.00% | 0.02% | 0.13% | Q4 2017 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.02% | 0.06% | 0.19% | Q4 2017 | Q3 2023 | 24 |
EASTERN BANK | 15 | 9 | 0.01% | 0.38% | 0.75% | Q4 2015 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
MARSHALL WACE, LLP | 11 | 1 | 0.00% | 0.15% | 0.48% | Q1 2014 | Q2 2023 | 24 |
Champlain Investment Partners, LLC | 24 | 24 | 0.64% | 1.04% | 1.80% | Q4 2017 | Q3 2023 | 24 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 24 |
Plante Moran Financial Advisors, LLC | 13 | 2 | 0.00% | 0.00% | 0.03% | Q3 2016 | Q3 2023 | 24 |
CULLEN/FROST BANKERS, INC. | 21 | 3 | 0.00% | 0.10% | 0.43% | Q2 2013 | Q3 2023 | 24 |
ZACKS INVESTMENT MANAGEMENT | 14 | 10 | 0.01% | 0.03% | 0.04% | Q1 2015 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.03% | 0.08% | 0.16% | Q2 2013 | Q1 2019 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Versant Capital Management, Inc | 21 | 3 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 24 |
OAK RIDGE INVESTMENTS LLC | 24 | 24 | 0.34% | 0.63% | 1.34% | Q3 2013 | Q2 2019 | 24 |
PRIMECAP MANAGEMENT CO/CA/ | 24 | 24 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 24 |
CASTLEARK MANAGEMENT LLC | 12 | 1 | 0.01% | 1.31% | 2.80% | Q3 2013 | Q1 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.03% | 0.05% | 0.06% | Q4 2017 | Q3 2023 | 24 |
WESTWOOD MANAGEMENT CORP /IL/ | 18 | 6 | 0.03% | 2.45% | 6.72% | Q1 2015 | Q3 2023 | 24 |
Cadence Bank | 24 | 24 | 0.02% | 0.05% | 0.07% | Q4 2017 | Q3 2023 | 24 |
GUARDIAN CAPITAL LP | 12 | 11 | 0.01% | 0.05% | 0.13% | Q4 2014 | Q4 2021 | 23 |
ANCHOR CAPITAL ADVISORS LLC | 23 | 23 | 0.50% | 1.30% | 2.05% | Q1 2018 | Q3 2023 | 23 |
DIAMANT ASSET MANAGEMENT, INC. | 14 | 9 | 0.12% | 0.86% | 1.21% | Q4 2017 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.03% | 0.05% | 0.08% | Q1 2018 | Q3 2023 | 23 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q4 2022 | 23 |
FIRST HAWAIIAN BANK | 21 | 1 | 0.01% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 23 |
Dynamic Advisor Solutions LLC | 12 | 9 | 0.00% | 0.05% | 0.14% | Q2 2018 | Q3 2023 | 23 |
Douglas Lane & Associates, LLC | 23 | 23 | 0.02% | 0.32% | 0.57% | Q1 2018 | Q3 2023 | 23 |
COLUMBUS CIRCLE INVESTORS | 15 | 2 | 0.24% | 1.59% | 2.76% | Q1 2014 | Q4 2020 | 23 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 19 | 1 | 0.01% | 0.07% | 0.28% | Q3 2016 | Q3 2023 | 23 |
Moors & Cabot, Inc. | 10 | 1 | 0.00% | 0.07% | 0.21% | Q3 2014 | Q1 2023 | 23 |
MAVERICK CAPITAL LTD | 11 | 1 | 0.00% | 0.07% | 0.56% | Q4 2013 | Q2 2023 | 23 |
SouthState Corp | 23 | 23 | 0.05% | 0.20% | 0.36% | Q1 2018 | Q3 2023 | 23 |
Glassman Wealth Services | 15 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 23 |
STEVENS CAPITAL MANAGEMENT LP | 4 | 1 | 0.02% | 0.35% | 1.30% | Q3 2013 | Q2 2023 | 23 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 14 | 3 | 0.03% | 0.42% | 0.84% | Q3 2016 | Q3 2023 | 23 |
SHELTON CAPITAL MANAGEMENT | 19 | 3 | 0.02% | 0.09% | 0.18% | Q1 2016 | Q3 2023 | 22 |
VAN ECK ASSOCIATES CORP | 10 | 4 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 22 |
PUTNAM INVESTMENTS LLC | 7 | 1 | 0.00% | 0.04% | 0.17% | Q1 2014 | Q3 2023 | 22 |
Man Group plc | 14 | 8 | 0.01% | 0.06% | 0.27% | Q1 2018 | Q3 2023 | 22 |
QS Investors, LLC | 19 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q2 2021 | 22 |
NEXT Financial Group, Inc | 13 | 3 | 0.00% | 0.02% | 0.05% | Q3 2014 | Q4 2021 | 22 |
Connor, Clark & Lunn Investment Management Ltd. | 13 | 1 | 0.00% | 0.02% | 0.22% | Q2 2016 | Q1 2023 | 22 |
Point72 Hong Kong Ltd | 5 | 1 | 0.00% | 0.08% | 0.38% | Q3 2014 | Q3 2022 | 22 |
MUFG Americas Holdings Corp | 11 | 1 | 0.00% | 0.07% | 0.52% | Q4 2010 | Q3 2022 | 22 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 11 | 1 | 0.01% | 0.04% | 0.07% | Q2 2016 | Q3 2023 | 22 |
Kovack Advisors, Inc. | 13 | 1 | 0.04% | 0.20% | 0.43% | Q3 2015 | Q2 2023 | 22 |
Cornerstone Advisors, Inc. | 22 | 22 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2019 | 22 |
Jacobi Capital Management LLC | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q3 2021 | 22 |
Sompo Asset Management Co., Ltd. | 21 | 1 | 0.19% | 0.82% | 1.55% | Q3 2017 | Q3 2023 | 22 |
Yorktown Management & Research Co Inc | 14 | 1 | 0.05% | 0.14% | 0.57% | Q2 2013 | Q1 2021 | 22 |
TWIN CAPITAL MANAGEMENT INC | 12 | 10 | 0.09% | 0.22% | 0.42% | Q1 2015 | Q3 2023 | 22 |
BROWN BROTHERS HARRIMAN & CO | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 22 |
L & S Advisors Inc | 12 | 1 | 0.10% | 0.33% | 1.15% | Q1 2015 | Q3 2023 | 22 |
Atria Investments, Inc | 12 | 1 | 0.01% | 0.05% | 0.12% | Q1 2017 | Q3 2023 | 22 |
Manchester Capital Management LLC | 15 | 7 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 22 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7 | 4 | 0.00% | 0.02% | 0.10% | Q2 2016 | Q3 2023 | 22 |
AGF INVESTMENTS INC. | 11 | 2 | 0.00% | 0.72% | 1.33% | Q2 2013 | Q3 2022 | 22 |
Shellback Capital, LP | 12 | 1 | 0.15% | 2.47% | 6.96% | Q4 2014 | Q3 2023 | 22 |
PRELUDE CAPITAL MANAGEMENT, LLC | 10 | 1 | 0.00% | 0.03% | 0.09% | Q3 2014 | Q3 2021 | 22 |
CHASE INVESTMENT COUNSEL CORP | 12 | 1 | 0.19% | 0.71% | 2.19% | Q3 2014 | Q3 2023 | 22 |
WINSLOW ASSET MANAGEMENT INC | 22 | 22 | 0.98% | 1.42% | 2.19% | Q2 2018 | Q3 2023 | 22 |
EMERALD ADVISERS, LLC | 9 | 1 | 0.00% | 0.09% | 0.32% | Q2 2013 | Q2 2020 | 22 |
GSA CAPITAL PARTNERS LLP | 4 | 1 | 0.02% | 0.07% | 0.24% | Q2 2014 | Q1 2023 | 22 |
Goelzer Investment Management, Inc. | 10 | 1 | 0.02% | 0.20% | 0.36% | Q4 2017 | Q3 2023 | 21 |
Cipher Capital LP | 6 | 1 | 0.04% | 0.28% | 0.55% | Q2 2014 | Q3 2023 | 21 |
EFG Asset Management (Americas) Corp. | 9 | 3 | 0.08% | 1.10% | 2.81% | Q1 2017 | Q3 2023 | 21 |
WINTON GROUP Ltd | 11 | 1 | 0.01% | 0.21% | 0.96% | Q4 2016 | Q3 2023 | 21 |
NATIXIS | 6 | 1 | 0.00% | 0.03% | 0.18% | Q3 2015 | Q3 2023 | 21 |
WESBANCO BANK INC | 11 | 10 | 0.11% | 0.28% | 0.55% | Q2 2018 | Q3 2023 | 21 |
Institute for Wealth Management, LLC. | 14 | 1 | 0.05% | 0.08% | 0.12% | Q2 2017 | Q3 2023 | 21 |
Rehmann Capital Advisory Group | 14 | 7 | 0.01% | 0.05% | 0.09% | Q1 2018 | Q2 2023 | 21 |
First Allied Advisory Services, Inc. | 16 | 1 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2020 | 21 |
Hendershot Investments Inc. | 21 | 21 | 0.75% | 1.26% | 1.66% | Q3 2018 | Q3 2023 | 21 |
Quantbot Technologies LP | 7 | 1 | 0.00% | 0.21% | 0.68% | Q1 2014 | Q1 2023 | 21 |
Impax Asset Management Group plc | 21 | 21 | 0.03% | 0.07% | 0.12% | Q3 2018 | Q3 2023 | 21 |
FISHMAN JAY A LTD/MI | 17 | 4 | 0.04% | 0.21% | 0.34% | Q1 2017 | Q3 2023 | 21 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 21 | 21 | 0.00% | 0.68% | 2.45% | Q3 2018 | Q3 2023 | 21 |
Sandy Spring Bank | 8 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 21 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11 | 1 | 0.00% | 0.27% | 0.85% | Q1 2017 | Q3 2023 | 21 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 13 | 1 | 0.00% | 0.11% | 0.52% | Q2 2014 | Q3 2023 | 21 |
ZEVIN ASSET MANAGEMENT LLC | 12 | 9 | 0.07% | 1.43% | 2.98% | Q1 2014 | Q3 2023 | 21 |
WHITTIER TRUST CO | 20 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 21 |
CIM, LLC | 21 | 21 | 0.14% | 0.32% | 0.49% | Q1 2015 | Q1 2020 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Stratos Wealth Partners, LTD. | 8 | 1 | 0.01% | 0.02% | 0.06% | Q4 2015 | Q3 2023 | 21 |
PENSIOENFONDS RAIL & OV | 21 | 21 | 1.26% | 2.69% | 3.55% | Q3 2018 | Q3 2023 | 21 |
LAZARD ASSET MANAGEMENT LLC | 11 | 2 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q3 2023 | 21 |
Hudson Bay Capital Management LP | 5 | 1 | 0.01% | 0.09% | 0.20% | Q1 2014 | Q3 2023 | 21 |
REILLY FINANCIAL ADVISORS, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2021 | 20 |
TELEMUS CAPITAL, LLC | 19 | 1 | 0.02% | 0.03% | 0.06% | Q2 2017 | Q2 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2022 | 20 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 20 |
OppenheimerFunds, Inc. | 9 | 3 | 0.01% | 0.05% | 0.24% | Q1 2013 | Q1 2019 | 20 |
Archer Investment Corp | 20 | 20 | 0.18% | 0.25% | 0.32% | Q4 2018 | Q3 2023 | 20 |
O'Brien Greene & Co. Inc | 20 | 20 | 0.17% | 1.08% | 2.78% | Q4 2018 | Q3 2023 | 20 |
FIRST MANHATTAN CO. LLC. | 10 | 1 | 0.00% | 0.24% | 0.76% | Q4 2017 | Q2 2023 | 20 |
Mount Yale Investment Advisors, LLC | 15 | 5 | 0.06% | 0.16% | 0.35% | Q1 2018 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q3 2023 | 20 |
FIRST FINANCIAL CORP /IN/ | 20 | 20 | 0.01% | 0.07% | 0.28% | Q2 2015 | Q1 2020 | 20 |
Patriot Financial Group Insurance Agency, LLC | 20 | 20 | 0.00% | 0.11% | 0.27% | Q4 2018 | Q3 2023 | 20 |
Mn Services Vermogensbeheer B.V. | 14 | 6 | 0.03% | 0.08% | 0.15% | Q1 2016 | Q3 2023 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.00% | 0.04% | 0.12% | Q4 2018 | Q3 2023 | 20 |
A.R.T. Advisors, LLC | 7 | 1 | 0.01% | 0.27% | 1.14% | Q2 2013 | Q1 2021 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.01% | 0.04% | 0.07% | Q4 2017 | Q3 2022 | 20 |
BANK OF THE WEST | 20 | 20 | 0.16% | 0.30% | 0.42% | Q1 2018 | Q4 2022 | 20 |
Robeco Schweiz AG | 20 | 20 | 0.01% | 0.06% | 0.19% | Q3 2015 | Q2 2020 | 20 |
Kinneret Advisory, LLC | 20 | 20 | 0.05% | 0.07% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Legacy Bridge, LLC | 20 | 20 | 0.07% | 0.13% | 0.31% | Q4 2018 | Q3 2023 | 20 |
TRUIST FINANCIAL CORP | 16 | 4 | 0.01% | 0.04% | 0.12% | Q2 2015 | Q3 2023 | 20 |
Covenant Asset Management, LLC | 16 | 4 | 0.37% | 0.83% | 1.14% | Q1 2017 | Q3 2023 | 20 |
Qube Research & Technologies Ltd | 13 | 1 | 0.01% | 0.15% | 0.50% | Q1 2018 | Q3 2023 | 20 |
Tredje AP-fonden | 15 | 5 | 0.00% | 0.05% | 0.09% | Q1 2016 | Q3 2023 | 20 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 13 | 1 | 0.03% | 0.11% | 0.24% | Q2 2013 | Q3 2023 | 20 |
Sargent Investment Group, LLC | 14 | 5 | 0.08% | 0.11% | 0.18% | Q4 2018 | Q3 2023 | 19 |
Jaffetilchin Investment Partners, LLC | 8 | 2 | 0.05% | 0.26% | 0.40% | Q1 2014 | Q2 2019 | 19 |
RMB Capital Management, LLC | 13 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 19 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 19 | 19 | 0.00% | 0.03% | 0.12% | Q1 2019 | Q3 2023 | 19 |
Koshinski Asset Management, Inc. | 12 | 1 | 0.03% | 0.06% | 0.22% | Q2 2017 | Q3 2023 | 19 |
LEVEL FOUR ADVISORY SERVICES, LLC | 11 | 1 | 0.01% | 0.04% | 0.10% | Q4 2016 | Q2 2023 | 19 |
Cetera Advisor Networks LLC | 12 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 19 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 19 | 19 | 0.19% | 0.26% | 0.34% | Q3 2018 | Q1 2023 | 19 |
Alberta Investment Management Corp | 9 | 2 | 0.00% | 0.08% | 0.21% | Q3 2013 | Q3 2023 | 19 |
FIRST MERCHANTS CORP | 19 | 19 | 0.12% | 0.30% | 0.48% | Q2 2013 | Q4 2017 | 19 |
PineBridge Investments, L.P. | 10 | 4 | 0.00% | 0.14% | 0.37% | Q3 2016 | Q3 2023 | 19 |
First National Bank of South Miami | 19 | 19 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q2 2023 | 19 |
HOWE & RUSLING INC | 13 | 6 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 19 |
SEVEN EIGHT CAPITAL, LP | 4 | 1 | 0.01% | 0.29% | 1.01% | Q4 2013 | Q3 2023 | 19 |
Centiva Capital, LP | 6 | 1 | 0.01% | 0.06% | 0.19% | Q4 2019 | Q3 2023 | 19 |
American Money Management, LLC | 19 | 19 | 0.11% | 0.23% | 0.38% | Q1 2019 | Q3 2023 | 19 |
McIlrath & Eck, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Assenagon Asset Management S.A. | 11 | 8 | 0.01% | 0.07% | 0.34% | Q4 2018 | Q3 2023 | 19 |
Kistler-Tiffany Companies, LLC | 15 | 1 | 0.00% | 0.03% | 0.10% | Q2 2014 | Q2 2023 | 19 |
Azimuth Capital Management LLC | 19 | 19 | 0.27% | 0.63% | 0.95% | Q3 2015 | Q1 2020 | 19 |
FIRST AMERICAN TRUST, FSB | 12 | 7 | 0.40% | 0.76% | 1.31% | Q4 2017 | Q3 2023 | 19 |
DUPONT CAPITAL MANAGEMENT CORP | 13 | 5 | 0.00% | 0.02% | 0.10% | Q2 2018 | Q2 2023 | 18 |
Taylor Wealth Management Partners | 15 | 3 | 0.01% | 2.78% | 6.42% | Q2 2015 | Q2 2020 | 18 |
Lenox Wealth Advisors, LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2022 | 18 |
RATIONAL ADVISORS LLC | 11 | 1 | 0.00% | 0.27% | 1.84% | Q3 2011 | Q1 2023 | 18 |
Epoch Investment Partners, Inc. | 16 | 2 | 0.01% | 0.08% | 0.24% | Q1 2018 | Q3 2023 | 18 |
BRIDGES INVESTMENT MANAGEMENT INC | 18 | 18 | 0.04% | 0.42% | 0.70% | Q2 2019 | Q3 2023 | 18 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 14 | 4 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q2 2018 | 18 |
IHT Wealth Management, LLC | 12 | 6 | 0.00% | 0.03% | 0.09% | Q4 2016 | Q3 2023 | 18 |
RNC CAPITAL MANAGEMENT LLC | 16 | 2 | 0.02% | 0.22% | 0.36% | Q4 2017 | Q3 2023 | 18 |
Symmetry Partners, LLC | 14 | 4 | 0.02% | 0.05% | 0.16% | Q4 2018 | Q4 2023 | 18 |
Zurich Insurance Group Ltd/FI | 12 | 2 | 0.04% | 0.22% | 0.82% | Q3 2015 | Q2 2023 | 18 |
CHILTON INVESTMENT CO INC. | 17 | 1 | 0.01% | 0.53% | 1.65% | Q3 2016 | Q3 2021 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2014 | 18 |
North Star Investment Management Corp. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2022 | 18 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 13 | 5 | 0.00% | 0.05% | 0.12% | Q4 2014 | Q3 2019 | 18 |
FIL Ltd | 7 | 1 | 0.00% | 0.02% | 0.09% | Q3 2014 | Q3 2023 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2021 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.02% | 0.07% | 0.21% | Q2 2013 | Q3 2017 | 18 |
Bridgecreek Investment Management, LLC | 18 | 18 | 0.67% | 1.01% | 1.35% | Q3 2016 | Q4 2020 | 18 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 18 | 18 | 0.07% | 0.11% | 0.15% | Q3 2015 | Q4 2019 | 18 |
Valeo Financial Advisors, LLC | 13 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 18 |
Blue Ridge Capital, L.L.C. | 16 | 2 | 1.43% | 2.29% | 4.38% | Q2 2013 | Q4 2017 | 18 |
AdvisorNet Financial, Inc | 18 | 18 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
MGO ONE SEVEN LLC | 8 | 2 | 0.00% | 0.07% | 0.18% | Q4 2017 | Q3 2023 | 18 |
Capital World Investors | 18 | 18 | 0.02% | 0.22% | 0.40% | Q2 2015 | Q3 2019 | 18 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 18 | 18 | 0.03% | 0.43% | 0.68% | Q1 2013 | Q2 2017 | 18 |
CLEAR STREET MARKETS LLC | 6 | 4 | 0.00% | 0.10% | 0.40% | Q3 2016 | Q2 2023 | 18 |
Chicago Capital, LLC | 18 | 18 | 0.02% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
GENEVA CAPITAL MANAGEMENT LLC | 15 | 3 | 0.37% | 0.66% | 1.97% | Q2 2013 | Q3 2023 | 18 |
OSSIAM | 9 | 4 | 0.00% | 0.06% | 0.36% | Q4 2018 | Q3 2023 | 18 |
Lindbrook Capital, LLC | 15 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 18 |
IMPAX ASSET MANAGEMENT LLC | 17 | 17 | 0.01% | 0.06% | 0.21% | Q2 2014 | Q2 2018 | 17 |
HCR Wealth Advisors | 17 | 17 | 0.07% | 0.12% | 0.16% | Q2 2018 | Q2 2022 | 17 |
MASSMUTUAL TRUST CO FSB/ADV | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2023 | 17 |
Independent Portfolio Consultants, Inc. | 17 | 17 | 0.09% | 0.29% | 0.46% | Q2 2013 | Q2 2017 | 17 |
Commonwealth Equity Services, Inc | 12 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 17 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 7 | 3 | 0.12% | 0.28% | 0.58% | Q3 2015 | Q4 2020 | 17 |
SCOTIA CAPITAL INC. | 8 | 2 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q2 2023 | 17 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 6 | 2 | 0.01% | 0.09% | 0.34% | Q1 2014 | Q1 2018 | 17 |
ONTARIO TEACHERS PENSION PLAN BOARD | 9 | 2 | 0.00% | 0.05% | 0.20% | Q3 2016 | Q3 2021 | 17 |
Baldwin Investment Management, LLC | 17 | 17 | 0.18% | 0.29% | 0.45% | Q3 2019 | Q3 2023 | 17 |
Lone Pine Capital | 17 | 17 | 1.35% | 2.35% | 3.75% | Q2 2013 | Q2 2017 | 17 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10 | 1 | 0.00% | 0.07% | 0.18% | Q4 2016 | Q3 2023 | 17 |
Harvest Fund Management Co., Ltd | 13 | 4 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 17 |
Catalyst Capital Advisors LLC | 11 | 2 | 0.01% | 0.73% | 2.08% | Q1 2015 | Q3 2023 | 17 |
Winslow Capital Management, LLC | 12 | 5 | 0.00% | 0.84% | 1.70% | Q2 2013 | Q3 2017 | 17 |
SUMMITRY LLC | 17 | 17 | 1.79% | 3.40% | 4.32% | Q3 2019 | Q3 2023 | 17 |
SEEYOND | 17 | 17 | 0.02% | 0.10% | 0.18% | Q4 2018 | Q4 2022 | 17 |
HOLLAND CAPITAL MANAGEMENT LLC | 17 | 17 | 0.00% | 0.10% | 0.17% | Q2 2013 | Q2 2017 | 17 |
Harel Insurance Investments & Financial Services Ltd. | 11 | 3 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 17 |
MOTCO | 14 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 17 |
W.G. Shaheen & Associates DBA Whitney & Co | 14 | 3 | 0.01% | 0.44% | 1.06% | Q1 2018 | Q3 2023 | 17 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q1 2023 | 17 |
FIRST MERCANTILE TRUST CO | 6 | 1 | 0.01% | 0.06% | 0.09% | Q2 2013 | Q3 2021 | 17 |
Vestmark Advisory Solutions, Inc. | 14 | 3 | 0.03% | 0.11% | 0.19% | Q1 2019 | Q2 2023 | 17 |
TOWNSQUARE CAPITAL LLC | 17 | 17 | 0.01% | 0.09% | 0.14% | Q3 2019 | Q3 2023 | 17 |
SIMPLEX TRADING, LLC | 6 | 1 | 0.00% | 0.08% | 0.35% | Q2 2015 | Q3 2022 | 17 |
RAINIER INVESTMENT MANAGEMENT LLC | 14 | 3 | 0.06% | 0.72% | 1.31% | Q2 2013 | Q4 2017 | 17 |
Fulcrum Capital LLC | 17 | 17 | 0.15% | 1.79% | 2.34% | Q3 2019 | Q3 2023 | 17 |
Lafayette Investments | 17 | 17 | 0.25% | 0.46% | 0.63% | Q3 2019 | Q3 2023 | 17 |
Balentine LLC | 7 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 17 |
Holocene Advisors, LP | 9 | 1 | 0.01% | 0.58% | 1.19% | Q1 2018 | Q2 2023 | 17 |
Claret Asset Management Corp | 17 | 17 | 0.65% | 2.46% | 3.85% | Q3 2019 | Q3 2023 | 17 |
DE BURLO GROUP INC | 11 | 1 | 0.09% | 1.86% | 3.70% | Q1 2015 | Q2 2022 | 17 |
BOOTHBAY FUND MANAGEMENT, LLC | 10 | 1 | 0.01% | 0.05% | 0.14% | Q1 2016 | Q3 2023 | 17 |
MOODY NATIONAL BANK TRUST DIVISION | 15 | 2 | 0.00% | 0.10% | 0.15% | Q4 2018 | Q3 2023 | 17 |
Argent Trust Co | 14 | 3 | 0.07% | 0.09% | 0.10% | Q2 2018 | Q3 2023 | 17 |
ALTA CAPITAL MANAGEMENT LLC/ | 17 | 17 | 0.04% | 1.29% | 2.97% | Q3 2019 | Q3 2023 | 17 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 11 | 6 | 0.00% | 0.63% | 1.23% | Q2 2013 | Q3 2022 | 17 |
Financial Management Professionals, Inc. | 17 | 17 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2023 | 17 |
ATALANTA SOSNOFF CAPITAL, LLC | 8 | 4 | 0.02% | 0.27% | 1.19% | Q3 2016 | Q3 2023 | 17 |
Freedom Investment Management, Inc. | 17 | 17 | 0.03% | 0.13% | 0.27% | Q3 2019 | Q3 2023 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.01% | 0.03% | 0.11% | Q1 2018 | Q1 2022 | 17 |
Column Capital Advisors, LLC | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
STEPH & CO | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
BB&T SECURITIES, LLC | 10 | 6 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2019 | 16 |
BerganKDV Wealth Management, LLC | 15 | 1 | 0.00% | 0.07% | 0.14% | Q2 2019 | Q2 2023 | 16 |
ASHFORD CAPITAL MANAGEMENT INC | 16 | 16 | 0.03% | 0.09% | 0.13% | Q2 2016 | Q1 2020 | 16 |
CFM WEALTH PARTNERS LLC | 16 | 16 | 0.06% | 0.20% | 0.57% | Q4 2019 | Q3 2023 | 16 |
Avestar Capital, LLC | 10 | 6 | 0.00% | 0.07% | 0.36% | Q1 2018 | Q3 2023 | 16 |
Select Equity Group, L.P. | 10 | 1 | 0.10% | 1.09% | 2.90% | Q3 2015 | Q4 2021 | 16 |
Penserra Capital Management LLC | 7 | 1 | 0.00% | 0.27% | 1.13% | Q4 2015 | Q3 2023 | 16 |
Regent Investment Management LLC | 16 | 16 | 0.06% | 0.14% | 0.22% | Q1 2019 | Q4 2022 | 16 |
Horizon Investments, LLC | 14 | 2 | 0.01% | 0.06% | 0.76% | Q1 2019 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.01% | 0.05% | 0.15% | Q4 2019 | Q3 2023 | 16 |
GRIFFIN ASSET MANAGEMENT, INC. | 15 | 1 | 0.02% | 0.54% | 0.77% | Q2 2019 | Q3 2023 | 16 |
MARIETTA INVESTMENT PARTNERS LLC | 12 | 4 | 1.36% | 2.00% | 2.88% | Q3 2016 | Q3 2023 | 16 |
NAVELLIER & ASSOCIATES INC | 11 | 2 | 0.04% | 1.67% | 2.86% | Q3 2012 | Q3 2023 | 16 |
Sound Income Strategies, LLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 16 |
Janney Capital Management LLC | 16 | 16 | 0.24% | 0.61% | 0.88% | Q4 2019 | Q3 2023 | 16 |
BRAUN STACEY ASSOCIATES INC | 8 | 4 | 0.09% | 0.73% | 1.13% | Q3 2016 | Q2 2023 | 16 |
Sterling Capital Management LLC | 9 | 3 | 0.01% | 0.04% | 0.08% | Q3 2014 | Q3 2019 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.02% | 0.08% | 0.15% | Q2 2013 | Q1 2017 | 16 |
Manatuck Hill Partners, LLC | 8 | 1 | 0.06% | 1.88% | 5.49% | Q2 2013 | Q3 2023 | 16 |
Cetera Investment Advisers | 12 | 4 | 0.02% | 0.04% | 0.10% | Q3 2016 | Q3 2023 | 16 |
NOESIS CAPITAL MANGEMENT CORP | 16 | 16 | 0.08% | 0.12% | 0.26% | Q2 2015 | Q1 2019 | 16 |
Zuckerman Investment Group, LLC | 16 | 16 | 1.80% | 3.98% | 5.33% | Q4 2019 | Q3 2023 | 16 |
KALMAR INVESTMENTS INC /DE/ | 16 | 16 | 0.82% | 1.49% | 2.07% | Q2 2013 | Q1 2017 | 16 |
WealthTrust-Arizona, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2018 | 16 |
Avior Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Pekin Hardy Strauss, Inc. | 16 | 16 | 0.03% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 16 |
NumerixS Investment Technologies Inc | 14 | 1 | 0.05% | 0.22% | 0.62% | Q4 2014 | Q2 2020 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
FCF Advisors LLC | 11 | 5 | 0.26% | 0.82% | 1.40% | Q4 2018 | Q3 2023 | 16 |
SHEETS SMITH WEALTH MANAGEMENT | 13 | 3 | 0.08% | 0.80% | 1.54% | Q4 2016 | Q3 2023 | 16 |
MOORE CAPITAL MANAGEMENT, LP | 6 | 1 | 0.02% | 0.30% | 0.75% | Q2 2014 | Q3 2022 | 16 |
Global Wealth Management Investment Advisory, Inc. | 7 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 16 |
Alyeska Investment Group, L.P. | 7 | 1 | 0.03% | 0.40% | 1.42% | Q4 2013 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.01% | 0.04% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Human Investing LLC | 10 | 1 | 0.00% | 0.06% | 0.20% | Q4 2018 | Q1 2023 | 16 |
CONNING INC. | 7 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2021 | 16 |
COMGEST GLOBAL INVESTORS S.A.S. | 16 | 16 | 0.01% | 0.07% | 0.12% | Q4 2017 | Q3 2021 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Teewinot Capital Advisers, L.L.C. | 16 | 16 | 0.04% | 4.02% | 5.84% | Q4 2019 | Q3 2023 | 16 |
STOCK YARDS BANK & TRUST CO | 7 | 1 | 0.01% | 0.23% | 0.96% | Q4 2017 | Q3 2023 | 16 |
Bayesian Capital Management, LP | 5 | 1 | 0.05% | 0.42% | 0.76% | Q4 2015 | Q3 2023 | 16 |
JOHNSON INVESTMENT COUNSEL INC | 13 | 3 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 16 |
Trexquant Investment LP | 4 | 1 | 0.04% | 0.31% | 0.67% | Q4 2014 | Q1 2023 | 16 |
SkyOak Wealth, LLC | 16 | 16 | 0.20% | 0.37% | 0.56% | Q4 2019 | Q3 2023 | 16 |
ALLSTATE CORP | 12 | 4 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q4 2022 | 16 |
Laurion Capital Management LP | 3 | 1 | 0.00% | 0.10% | 0.76% | Q2 2014 | Q4 2022 | 15 |
MV CAPITAL MANAGEMENT, INC. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 15 |
Citizens Business Bank | 15 | 15 | 0.45% | 0.68% | 1.21% | Q1 2020 | Q3 2023 | 15 |
C M BIDWELL & ASSOCIATES LTD | 9 | 6 | 0.01% | 0.68% | 2.02% | Q2 2015 | Q1 2023 | 15 |
PATHSTONE FAMILY OFFICE, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Virtu KCG Holdings LLC | 9 | 6 | 0.01% | 0.02% | 0.05% | Q3 2013 | Q2 2017 | 15 |
Ziegler Capital Management, LLC | 15 | 15 | 0.12% | 0.38% | 0.70% | Q1 2020 | Q3 2023 | 15 |
Belpointe Asset Management LLC | 14 | 1 | 0.02% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 15 |
SUMITOMO LIFE INSURANCE CO | 15 | 15 | 0.02% | 0.07% | 0.23% | Q1 2018 | Q3 2021 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q4 2016 | 15 |
USCA RIA LLC | 6 | 3 | 0.02% | 0.06% | 0.08% | Q2 2015 | Q2 2021 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.03% | 0.06% | Q2 2016 | Q4 2019 | 15 |
ADVISORY RESEARCH INC | 6 | 3 | 0.01% | 0.04% | 0.06% | Q4 2016 | Q2 2021 | 15 |
MARTINGALE ASSET MANAGEMENT L P | 9 | 2 | 0.00% | 0.17% | 0.65% | Q2 2015 | Q3 2023 | 15 |
Dakota Wealth Management | 13 | 2 | 0.08% | 0.54% | 1.13% | Q1 2019 | Q3 2023 | 15 |
EXCHANGE TRADED CONCEPTS, LLC | 8 | 1 | 0.00% | 0.03% | 0.11% | Q4 2019 | Q4 2023 | 15 |
Bray Capital Advisors | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.04% | 0.07% | 0.10% | Q3 2016 | Q1 2020 | 15 |
LAKE STREET PRIVATE WEALTH, LLC | 15 | 15 | 0.24% | 0.51% | 0.60% | Q1 2020 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.00% | 0.05% | 0.44% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Modus Advisors, LLC | 15 | 15 | 0.10% | 0.76% | 1.05% | Q2 2020 | Q4 2023 | 15 |
RiverPark Advisors, LLC | 10 | 2 | 0.29% | 1.61% | 3.84% | Q2 2013 | Q4 2019 | 15 |
Municipal Employees' Retirement System of Michigan | 9 | 6 | 0.01% | 0.02% | 0.05% | Q2 2016 | Q1 2020 | 15 |
BlackRock Group LTD | 15 | 15 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2016 | 15 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2016 | 15 |
WEST PACES ADVISORS INC. | 7 | 3 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2023 | 15 |
QUANTUM CAPITAL MANAGEMENT | 8 | 7 | 0.06% | 1.11% | 2.04% | Q1 2014 | Q3 2019 | 15 |
Procyon Advisors, LLC | 15 | 15 | 0.00% | 0.13% | 0.20% | Q4 2019 | Q2 2023 | 15 |
Sepio Capital, LP | 14 | 14 | 0.04% | 0.16% | 0.46% | Q2 2020 | Q3 2023 | 15 |
Handelsbanken Fonder AB | 14 | 1 | 0.02% | 0.04% | 0.07% | Q4 2015 | Q3 2023 | 15 |
FORSTA AP-FONDEN | 15 | 15 | 0.04% | 0.08% | 0.15% | Q1 2020 | Q3 2023 | 15 |
Wealthfront Advisers LLC | 12 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 15 |
Hudock, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2022 | 15 |
Williams Jones Wealth Management, LLC. | 12 | 3 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 15 |
Junto Capital Management LP | 8 | 2 | 0.68% | 1.57% | 2.54% | Q3 2016 | Q3 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q4 2016 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q4 2016 | 15 |
Numeric Investors LLC | 9 | 6 | 0.01% | 0.14% | 0.52% | Q1 2014 | Q4 2017 | 15 |
HoyleCohen, LLC | 15 | 15 | 0.04% | 0.12% | 0.42% | Q1 2020 | Q3 2023 | 15 |
Keebeck Wealth Management, LLC | 15 | 15 | 0.07% | 0.09% | 0.17% | Q1 2020 | Q3 2023 | 15 |
BKS ADVISORS, LLC | 15 | 15 | 0.16% | 0.51% | 1.78% | Q3 2015 | Q1 2019 | 15 |
MARSICO CAPITAL MANAGEMENT LLC | 6 | 4 | 0.08% | 0.17% | 0.56% | Q3 2013 | Q2 2019 | 15 |
Marshall Wace North America L.P. | 5 | 1 | 0.00% | 0.09% | 0.46% | Q4 2013 | Q3 2021 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q4 2016 | 15 |
ATWOOD & PALMER INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
MONETTA FINANCIAL SERVICES INC | 6 | 1 | 0.37% | 0.54% | 0.76% | Q3 2014 | Q2 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 15 |
Spyglass Capital Management LLC | 15 | 15 | 1.00% | 4.03% | 5.49% | Q4 2018 | Q2 2022 | 15 |
Private Ocean, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2021 | 15 |
COLUMBIA WANGER ASSET MANAGEMENT LLC | 8 | 7 | 0.24% | 0.52% | 0.85% | Q2 2013 | Q4 2017 | 15 |
Artisan Partners Limited Partnership | 13 | 2 | 0.09% | 0.37% | 0.59% | Q3 2014 | Q2 2021 | 15 |
OLD NATIONAL BANCORP /IN/ | 12 | 3 | 0.01% | 0.21% | 0.55% | Q1 2014 | Q3 2023 | 15 |
Aurora Investment Counsel | 10 | 4 | 0.28% | 1.09% | 1.74% | Q1 2014 | Q2 2021 | 14 |
Menard Financial Group LLC | 14 | 14 | 0.48% | 1.09% | 2.06% | Q2 2020 | Q3 2023 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2019 | 14 |
BRINKER CAPITAL INC | 12 | 2 | 0.03% | 0.14% | 0.24% | Q4 2016 | Q2 2020 | 14 |
SIGMA INVESTMENT COUNSELORS INC | 14 | 14 | 0.30% | 0.40% | 0.50% | Q1 2016 | Q2 2019 | 14 |
Core Wealth Advisors, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
NEXT CENTURY GROWTH INVESTORS LLC | 12 | 2 | 0.22% | 0.44% | 0.85% | Q2 2013 | Q2 2017 | 14 |
HOMESTEAD ADVISERS CORP | 14 | 14 | 0.92% | 1.48% | 2.15% | Q2 2020 | Q3 2023 | 14 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 14 | 14 | 0.12% | 0.24% | 0.40% | Q2 2020 | Q3 2023 | 14 |
Quadrature Capital Ltd | 3 | 1 | 0.04% | 0.60% | 2.03% | Q4 2015 | Q4 2022 | 14 |
THOMPSON DAVIS & CO., INC. | 13 | 1 | 0.00% | 0.09% | 0.22% | Q4 2013 | Q3 2017 | 14 |
Virtus Fund Advisers, LLC | 14 | 14 | 0.03% | 0.07% | 0.12% | Q2 2014 | Q3 2017 | 14 |
SALEM INVESTMENT COUNSELORS INC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 14 |
GIRARD PARTNERS LTD. | 14 | 14 | 0.24% | 0.49% | 0.61% | Q2 2020 | Q3 2023 | 14 |
CLEARARC CAPITAL INC | 14 | 14 | 0.04% | 0.06% | 0.09% | Q2 2016 | Q3 2019 | 14 |
SIB LLC | 14 | 14 | 2.46% | 4.02% | 7.01% | Q2 2013 | Q3 2016 | 14 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 1 | 0.00% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 14 |
Brinker Capital Investments, LLC | 10 | 4 | 0.01% | 0.03% | 0.08% | Q3 2015 | Q4 2022 | 14 |
Dynamic Technology Lab Private Ltd | 5 | 1 | 0.04% | 0.17% | 0.42% | Q1 2018 | Q1 2023 | 14 |
Clearstead Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
CAPITAL GUARDIAN TRUST CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 14 |
JACKSON SQUARE CAPITAL, LLC | 13 | 1 | 0.03% | 0.88% | 2.04% | Q4 2019 | Q3 2023 | 14 |
Dana Investment Advisors, Inc. | 8 | 6 | 0.03% | 0.55% | 1.22% | Q3 2017 | Q3 2023 | 14 |
Nippon Life Global Investors Americas, Inc. | 14 | 14 | 0.09% | 0.42% | 1.08% | Q2 2020 | Q3 2023 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Freestone Capital Holdings, LLC | 14 | 14 | 0.00% | 0.10% | 0.20% | Q2 2020 | Q3 2023 | 14 |
OLD SECOND NATIONAL BANK OF AURORA | 13 | 1 | 0.00% | 0.70% | 1.17% | Q1 2015 | Q1 2020 | 14 |
AlphaCrest Capital Management LLC | 12 | 2 | 0.02% | 0.08% | 0.26% | Q1 2019 | Q3 2022 | 14 |
Rampart Investment Management Company, LLC | 14 | 14 | 0.03% | 0.11% | 0.38% | Q2 2017 | Q3 2020 | 14 |
DnB Asset Management AS | 11 | 1 | 0.03% | 0.29% | 0.63% | Q1 2019 | Q2 2023 | 14 |
FULLER & THALER ASSET MANAGEMENT, INC. | 10 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2018 | 14 |
NewEdge Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 14 |
Checchi Capital Advisers, LLC | 6 | 1 | 0.02% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 14 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 12 | 2 | 0.02% | 0.07% | 0.12% | Q1 2014 | Q3 2023 | 14 |
SAMLYN CAPITAL, LLC | 5 | 1 | 0.07% | 0.99% | 2.06% | Q2 2013 | Q3 2023 | 14 |
Financial Gravity Asset Management, Inc. | 5 | 4 | 0.00% | 0.08% | 0.23% | Q1 2019 | Q3 2023 | 14 |
GM Advisory Group, LLC | 14 | 14 | 0.09% | 0.38% | 0.57% | Q2 2020 | Q3 2023 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
SHAKER INVESTMENTS LLC/OH | 8 | 6 | 0.15% | 0.76% | 1.80% | Q1 2016 | Q4 2019 | 14 |
COMERICA SECURITIES,INC. | 8 | 1 | 0.01% | 0.07% | 0.11% | Q1 2019 | Q3 2023 | 14 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 14 | 14 | 0.01% | 0.07% | 0.14% | Q2 2020 | Q3 2023 | 14 |
GREAT LAKES ADVISORS, LLC | 7 | 7 | 0.01% | 0.03% | 0.13% | Q2 2016 | Q4 2022 | 14 |
STRATEGY ASSET MANAGERS LLC | 6 | 4 | 0.12% | 0.34% | 0.65% | Q3 2016 | Q4 2022 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2016 | 14 |
WEALTHSOURCE PARTNERS, LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Grandeur Peak Global Advisors, LLC | 13 | 1 | 0.00% | 0.31% | 0.57% | Q3 2017 | Q1 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.04% | 0.07% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Interval Partners, LP | 7 | 1 | 0.06% | 1.12% | 3.05% | Q1 2014 | Q2 2023 | 14 |
Vantage Financial Partners Ltd., Inc. | 13 | 13 | 0.14% | 0.20% | 0.27% | Q3 2020 | Q3 2023 | 13 |
Two Creeks Capital Management, LP | 13 | 13 | 3.36% | 4.84% | 6.28% | Q4 2017 | Q4 2020 | 13 |
Gemmer Asset Management LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2020 | 13 |
FORTE CAPITAL LLC /ADV | 13 | 13 | 0.98% | 1.86% | 2.74% | Q3 2020 | Q3 2023 | 13 |
GROUP ONE TRADING, L.P. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2023 | 13 |
GLOBEFLEX CAPITAL L P | 7 | 1 | 0.00% | 0.18% | 0.53% | Q4 2014 | Q1 2023 | 13 |
OAKBROOK INVESTMENTS LLC | 7 | 1 | 0.05% | 0.09% | 0.16% | Q2 2016 | Q4 2019 | 13 |
I.G. INVESTMENT MANAGEMENT, LTD. | 11 | 2 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2016 | 13 |
ELLINGTON MANAGEMENT GROUP LLC | 6 | 1 | 0.03% | 0.20% | 0.57% | Q4 2013 | Q3 2019 | 13 |
BLUESTEIN R H & CO LLC | 7 | 1 | 0.01% | 0.22% | 1.04% | Q3 2016 | Q3 2022 | 13 |
TURNER INVESTMENTS LLC | 10 | 3 | 0.03% | 0.39% | 1.14% | Q2 2013 | Q2 2017 | 13 |
HANSEATIC MANAGEMENT SERVICES INC | 5 | 3 | 0.50% | 1.06% | 1.79% | Q4 2014 | Q2 2019 | 13 |
DEAN INVESTMENT ASSOCIATES, LLC | 13 | 13 | 0.10% | 0.25% | 0.30% | Q1 2020 | Q1 2023 | 13 |
COOKSON PEIRCE & CO INC | 10 | 3 | 0.58% | 2.05% | 2.55% | Q1 2015 | Q2 2019 | 13 |
Brandywine Global Investment Management, LLC | 6 | 3 | 0.00% | 0.16% | 0.32% | Q4 2018 | Q1 2023 | 13 |
Natixis Investment Managers International | 4 | 2 | 0.01% | 0.07% | 0.32% | Q1 2015 | Q3 2023 | 13 |
MERIDIAN MANAGEMENT CO | 13 | 13 | 0.88% | 1.09% | 1.52% | Q3 2020 | Q3 2023 | 13 |
PLATINUM INVESTMENT MANAGEMENT LTD | 13 | 13 | 0.12% | 0.55% | 1.35% | Q1 2020 | Q1 2023 | 13 |
PIEDMONT INVESTMENT ADVISORS INC | 8 | 2 | 0.01% | 0.06% | 0.22% | Q2 2016 | Q1 2020 | 13 |
ALGERT GLOBAL LLC | 4 | 1 | 0.03% | 0.39% | 0.88% | Q1 2015 | Q1 2023 | 13 |
Century Capital Management, LLC | 10 | 1 | 0.04% | 0.51% | 0.92% | Q2 2013 | Q2 2017 | 13 |
Covenant Partners, LLC | 13 | 13 | 0.13% | 0.23% | 0.29% | Q3 2020 | Q3 2023 | 13 |
Foyston, Gordon, & Payne Inc | 13 | 13 | 0.46% | 1.17% | 1.54% | Q3 2020 | Q3 2023 | 13 |
Bridgewater Associates | 3 | 1 | 0.00% | 0.02% | 0.11% | Q3 2013 | Q3 2023 | 13 |
Echo Street Capital Management LLC | 11 | 1 | 0.00% | 0.03% | 0.36% | Q3 2019 | Q3 2023 | 13 |
Hillsdale Investment Management Inc. | 6 | 1 | 0.00% | 0.06% | 0.12% | Q1 2015 | Q3 2023 | 13 |
Mariner, LLC | 5 | 1 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 13 |
People's United Financial, Inc. | 13 | 13 | 0.01% | 0.01% | 0.03% | Q1 2019 | Q1 2022 | 13 |
GHP Investment Advisors, Inc. | 13 | 13 | 0.47% | 0.76% | 1.03% | Q3 2020 | Q3 2023 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q2 2018 | 13 |
Berkshire Bank | 13 | 13 | 0.07% | 0.16% | 0.29% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
PACES FERRY WEALTH ADVISORS, LLC | 13 | 13 | 0.48% | 0.78% | 1.05% | Q3 2020 | Q3 2023 | 13 |
Fosun International Ltd | 13 | 13 | 0.01% | 0.08% | 0.13% | Q1 2019 | Q1 2022 | 13 |
Disciplined Investments, LLC | 9 | 4 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 13 |
RMR Wealth Builders | 7 | 1 | 0.06% | 0.10% | 0.20% | Q4 2019 | Q3 2023 | 13 |
SteelPeak Wealth, LLC | 11 | 1 | 0.00% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 13 |
RDA Financial Network | 12 | 1 | 0.09% | 0.11% | 0.14% | Q4 2019 | Q3 2023 | 13 |
Cresset Asset Management, LLC | 10 | 3 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 13 |
Truvestments Capital LLC | 6 | 2 | 0.01% | 0.07% | 0.11% | Q1 2020 | Q3 2023 | 13 |
Stanley Capital Management, LLC | 13 | 13 | 1.21% | 1.46% | 1.86% | Q3 2020 | Q3 2023 | 13 |
Private Capital Group, LLC | 9 | 1 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q2 2022 | 13 |
Crewe Advisors LLC | 6 | 2 | 0.00% | 0.00% | 0.03% | Q3 2019 | Q2 2023 | 13 |
South Dakota Investment Council | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
IFG Advisory, LLC | 10 | 1 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 13 |
Blueshift Asset Management, LLC | 9 | 1 | 0.13% | 0.77% | 1.58% | Q2 2019 | Q3 2023 | 13 |
Bell & Brown Wealth Advisors, LLC | 8 | 5 | 2.36% | 3.00% | 3.76% | Q3 2019 | Q2 2023 | 13 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 12 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2021 | 13 |
FIRST QUADRANT LLC/CA | 7 | 1 | 0.00% | 0.04% | 0.20% | Q2 2015 | Q4 2021 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.04% | 0.17% | 0.26% | Q3 2020 | Q3 2023 | 13 |
BDO Wealth Advisors, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2023 | 13 |
Regal Investment Advisors LLC | 10 | 1 | 0.00% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 13 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 13 | 13 | 0.02% | 0.05% | 0.10% | Q3 2016 | Q3 2019 | 13 |
F&V Capital Management, LLC | 8 | 5 | 0.15% | 0.20% | 0.30% | Q2 2017 | Q3 2020 | 13 |
Schonfeld Strategic Advisors LLC | 3 | 1 | 0.02% | 0.20% | 0.61% | Q2 2016 | Q3 2023 | 13 |
USS Investment Management Ltd | 10 | 3 | 0.01% | 0.03% | 0.08% | Q1 2020 | Q3 2023 | 13 |
Railway Pension Investments Ltd | 7 | 6 | 0.03% | 0.16% | 0.34% | Q4 2018 | Q3 2023 | 13 |
Teza Capital Management LLC | 6 | 1 | 0.05% | 0.16% | 0.45% | Q1 2018 | Q1 2023 | 13 |
Cordasco Financial Network | 13 | 13 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2022 | 13 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 9 | 3 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q2 2022 | 13 |
Stonebridge Capital Advisors LLC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 13 |
BROWN ADVISORY INC | 12 | 12 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q2 2023 | 12 |
AE Wealth Management LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Cornerstone Wealth Management, LLC | 7 | 2 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 12 |
Cable Hill Partners, LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q2 2016 | Q1 2019 | 12 |
EXENCIAL WEALTH ADVISORS, LLC | 9 | 3 | 0.01% | 0.29% | 0.91% | Q2 2020 | Q2 2023 | 12 |
Cerity Partners LLC | 6 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.02% | 0.05% | 0.09% | Q4 2016 | Q3 2019 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.01% | 0.04% | 0.07% | Q4 2016 | Q3 2019 | 12 |
Scott & Selber, Inc. | 12 | 12 | 0.39% | 0.52% | 0.72% | Q4 2020 | Q3 2023 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.01% | 0.04% | 0.07% | Q4 2016 | Q3 2019 | 12 |
First National Bank of Hutchinson | 12 | 12 | 0.12% | 0.33% | 0.62% | Q4 2020 | Q3 2023 | 12 |
JONES FINANCIAL COMPANIES LLLP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.01% | 0.04% | 0.07% | Q4 2016 | Q3 2019 | 12 |
First Command Financial Services, Inc. | 10 | 2 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q2 2022 | 12 |
First Command Bank | 10 | 2 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q2 2022 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q1 2016 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.01% | 0.17% | 1.23% | Q2 2018 | Q1 2021 | 12 |
Bienville Capital Management, LLC | 12 | 12 | 0.02% | 0.12% | 0.24% | Q4 2020 | Q3 2023 | 12 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 12 | 12 | 0.00% | 0.02% | 0.16% | Q4 2020 | Q3 2023 | 12 |
CADENCE CAPITAL MANAGEMENT LLC | 6 | 1 | 0.09% | 0.21% | 0.30% | Q1 2013 | Q3 2017 | 12 |
TFC Financial Management, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 12 |
Marks Group Wealth Management, Inc | 10 | 2 | 0.73% | 0.87% | 1.00% | Q4 2019 | Q3 2023 | 12 |
OXFORD ASSET MANAGEMENT LLP | 5 | 3 | 0.01% | 0.14% | 0.39% | Q4 2015 | Q1 2019 | 12 |
Retirement Group, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Legal Advantage Investments, Inc. | 12 | 12 | 0.89% | 1.25% | 1.63% | Q4 2020 | Q3 2023 | 12 |
Scott Investment Partners LLP | 12 | 12 | 2.75% | 3.34% | 3.77% | Q4 2020 | Q3 2023 | 12 |
Phoenix Wealth Advisors | 12 | 12 | 0.18% | 0.31% | 0.42% | Q4 2020 | Q3 2023 | 12 |
UMB Bank, n.a. | 8 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 12 |
CX Institutional | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 12 |
2Xideas AG | 12 | 12 | 0.88% | 1.03% | 1.19% | Q4 2020 | Q3 2023 | 12 |
Orion Portfolio Solutions, LLC | 9 | 3 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 12 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 12 | 12 | 0.13% | 0.25% | 0.37% | Q4 2020 | Q3 2023 | 12 |
ETF MANAGERS GROUP, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2020 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
IBERIABANK CORP | 12 | 12 | 0.04% | 0.22% | 0.47% | Q1 2016 | Q4 2018 | 12 |
Resonant Capital Advisors, LLC | 12 | 12 | 0.06% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 12 |
JANICZEK WEALTH MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
ADVISOR PARTNERS LLC | 7 | 1 | 0.02% | 0.03% | 0.06% | Q2 2017 | Q2 2022 | 12 |
Laurel Wealth Advisors LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Altman Advisors, Inc. | 11 | 1 | 0.13% | 1.29% | 1.96% | Q4 2017 | Q3 2023 | 12 |
Hemenway Trust Co LLC | 12 | 12 | 0.06% | 0.13% | 0.20% | Q4 2017 | Q3 2020 | 12 |
Aubrey Capital Management Ltd | 7 | 5 | 1.39% | 2.81% | 4.40% | Q2 2018 | Q1 2023 | 12 |
Nan Shan Life Insurance Co., Ltd. | 12 | 12 | 0.12% | 0.62% | 1.41% | Q4 2019 | Q3 2022 | 12 |
Lido Advisors, LLC | 10 | 2 | 0.00% | 0.01% | 0.06% | Q1 2017 | Q3 2023 | 12 |
Private Vista, LLC | 12 | 12 | 1.56% | 3.28% | 5.71% | Q3 2017 | Q2 2020 | 12 |
Snowden Capital Advisors LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 12 |
Riverview Trust Co | 7 | 5 | 0.02% | 0.08% | 0.19% | Q3 2019 | Q3 2023 | 12 |
RIVERPARK CAPITAL MANAGEMENT LLC | 10 | 2 | 0.79% | 2.03% | 2.79% | Q2 2014 | Q4 2019 | 12 |
First Personal Financial Services | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 12 |
Quantitative Systematic Strategies LLC | 4 | 1 | 0.04% | 0.17% | 0.41% | Q3 2014 | Q2 2021 | 12 |
Integrated Advisors Network LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
MITCHELL CAPITAL MANAGEMENT CO | 12 | 12 | 0.69% | 0.94% | 1.38% | Q4 2020 | Q3 2023 | 12 |
Lombard Odier Asset Management (USA) Corp | 7 | 1 | 0.01% | 0.18% | 1.13% | Q1 2014 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 12 |
BREMER TRUST NATIONAL ASSOCIATION | 12 | 12 | 0.06% | 0.12% | 0.21% | Q1 2016 | Q4 2018 | 12 |
Main Street Research LLC | 12 | 12 | 0.02% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
KING LUTHER CAPITAL MANAGEMENT CORP | 12 | 12 | 0.11% | 0.14% | 0.18% | Q3 2014 | Q2 2017 | 12 |
PINNACLE FINANCIAL PARTNERS INC | 8 | 4 | 0.03% | 0.08% | 0.14% | Q3 2015 | Q2 2019 | 12 |
Capital Bank & Trust Co | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 12 |
PROFFITT & GOODSON INC | 7 | 1 | 0.00% | 0.10% | 0.42% | Q1 2017 | Q3 2023 | 12 |
CAPSTONE ASSET MANAGEMENT CO | 8 | 4 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q2 2017 | 12 |
DELTA LLOYD NV | 11 | 1 | 0.00% | 0.03% | 0.07% | Q3 2013 | Q1 2017 | 12 |
TSFG, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Wealth Alliance | 12 | 12 | 0.08% | 0.12% | 0.18% | Q4 2020 | Q3 2023 | 12 |
SVB WEALTH LLC | 9 | 3 | 0.01% | 0.05% | 0.12% | Q4 2014 | Q1 2018 | 12 |
Magnetar Financial LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q1 2023 | 12 |
Varma Mutual Pension Insurance Co | 7 | 5 | 0.05% | 0.10% | 0.19% | Q2 2020 | Q3 2023 | 12 |
Portolan Capital Management | 6 | 6 | 0.10% | 0.99% | 2.65% | Q1 2014 | Q1 2020 | 12 |
NuWave Investment Management, LLC | 4 | 1 | 0.03% | 0.34% | 1.14% | Q1 2018 | Q2 2022 | 11 |
PATTEN & PATTEN INC/TN | 11 | 11 | 0.04% | 0.13% | 0.19% | Q1 2021 | Q3 2023 | 11 |
BI Asset Management Fondsmaeglerselskab A/S | 6 | 5 | 0.04% | 0.20% | 0.50% | Q3 2019 | Q3 2023 | 11 |
Calamos Wealth Management LLC | 9 | 2 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q2 2023 | 11 |
HM PAYSON & CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Wambolt & Associates, LLC | 6 | 2 | 0.16% | 0.23% | 0.28% | Q3 2019 | Q3 2023 | 11 |
Motley Fool Asset Management LLC | 5 | 1 | 0.00% | 0.04% | 0.06% | Q3 2018 | Q3 2023 | 11 |
GREENLEAF TRUST | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
WT Wealth Management | 11 | 11 | 0.40% | 0.52% | 0.64% | Q1 2021 | Q3 2023 | 11 |
Caprock Group, LLC | 5 | 3 | 0.05% | 0.18% | 0.34% | Q4 2016 | Q3 2023 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 11 |
BP PLC | 5 | 2 | 0.01% | 0.08% | 0.17% | Q3 2016 | Q2 2021 | 11 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 11 | 11 | 0.08% | 0.11% | 0.12% | Q2 2018 | Q4 2020 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.05% | 0.31% | Q1 2021 | Q3 2023 | 11 |
BANQUE PICTET & CIE SA | 3 | 2 | 0.00% | 0.04% | 0.20% | Q4 2014 | Q3 2023 | 11 |
AVANTAX ADVISORY SERVICES, INC. | 8 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 11 |
Kingsview Wealth Management, LLC | 6 | 5 | 0.05% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 11 |
ACG Wealth | 9 | 1 | 0.00% | 0.10% | 0.30% | Q4 2017 | Q2 2022 | 11 |
HS Management Partners, LLC | 11 | 11 | 1.66% | 3.81% | 5.66% | Q3 2017 | Q1 2020 | 11 |
Jupiter Investment Management Ltd | 8 | 3 | 0.15% | 0.68% | 1.87% | Q1 2015 | Q2 2018 | 11 |
AMF Tjanstepension AB | 6 | 1 | 0.04% | 0.09% | 0.21% | Q4 2016 | Q3 2023 | 11 |
Lombard Odier Asset Management (Switzerland) SA | 6 | 1 | 0.01% | 0.65% | 2.25% | Q2 2014 | Q1 2023 | 11 |
HANCOCK WHITNEY CORP | 7 | 1 | 0.08% | 0.34% | 0.59% | Q4 2016 | Q3 2023 | 11 |
MONETARY MANAGEMENT GROUP INC | 7 | 4 | 0.04% | 0.25% | 0.57% | Q3 2018 | Q3 2023 | 11 |
Transamerica Financial Advisors, Inc. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2016 | 11 |
Point72 Middle East FZE | 4 | 4 | 0.01% | 0.08% | 0.27% | Q4 2022 | Q3 2023 | 11 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 9 | 1 | 0.02% | 1.02% | 6.58% | Q4 2013 | Q4 2022 | 11 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 10 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 11 |
TIAA, FSB | 11 | 11 | 0.01% | 0.04% | 0.06% | Q4 2020 | Q2 2023 | 11 |
Glenview Trust Co | 11 | 11 | 0.42% | 0.67% | 0.90% | Q1 2021 | Q3 2023 | 11 |
Sterling Investment Advisors, Ltd. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2022 | 11 |
Avalon Investment & Advisory | 6 | 5 | 0.01% | 0.12% | 0.43% | Q3 2018 | Q2 2021 | 11 |
Robbins Farley | 9 | 2 | 1.44% | 2.18% | 2.82% | Q4 2020 | Q3 2023 | 11 |
EQUITABLE TRUST CO | 11 | 11 | 0.04% | 0.19% | 0.29% | Q1 2021 | Q3 2023 | 11 |
HMS Capital Management, LLC | 4 | 1 | 0.03% | 0.80% | 1.67% | Q3 2016 | Q2 2019 | 11 |
Cypress Capital Management LLC (WY) | 11 | 11 | 0.04% | 0.16% | 0.44% | Q4 2014 | Q2 2017 | 11 |
Cinctive Capital Management LP | 6 | 2 | 0.06% | 0.35% | 0.92% | Q1 2020 | Q3 2023 | 11 |
Dai-ichi Life Holdings, Inc. | 4 | 3 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2016 | 11 |
MARATHON ASSET MANAGEMENT LLP | 11 | 11 | 0.20% | 0.33% | 0.46% | Q1 2018 | Q3 2020 | 11 |
Boston Partners | 8 | 1 | 0.00% | 0.16% | 0.27% | Q2 2018 | Q3 2023 | 11 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 11 | 11 | 0.04% | 0.12% | 0.17% | Q1 2021 | Q3 2023 | 11 |
Barrett Asset Management, LLC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2019 | 11 |
Anchor Investment Management, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2023 | 11 |
Vanguard Personalized Indexing Management, LLC | 11 | 11 | 0.03% | 0.07% | 0.11% | Q1 2021 | Q3 2023 | 11 |
Qtron Investments LLC | 9 | 2 | 0.06% | 0.21% | 0.50% | Q1 2019 | Q3 2023 | 11 |
PGGM Investments | 5 | 1 | 0.00% | 0.06% | 0.15% | Q4 2015 | Q3 2023 | 11 |
Portman Square Capital LLP | 4 | 4 | 0.06% | 0.26% | 0.70% | Q4 2022 | Q3 2023 | 11 |
Tradition Wealth Management, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Vantage Consulting Group Inc | 10 | 1 | 0.01% | 0.11% | 0.16% | Q4 2020 | Q3 2023 | 11 |
Allworth Financial LP | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 11 |
AMI ASSET MANAGEMENT CORP | 11 | 11 | 2.25% | 2.86% | 3.74% | Q1 2021 | Q3 2023 | 11 |
PDT Partners, LLC | 5 | 1 | 0.02% | 0.24% | 0.84% | Q2 2013 | Q2 2020 | 11 |
WAYCROSS PARTNERS, LLC | 11 | 11 | 0.81% | 2.27% | 3.83% | Q1 2021 | Q3 2023 | 11 |
Newbridge Financial Services Group, Inc. | 9 | 2 | 0.00% | 0.01% | 0.07% | Q3 2020 | Q3 2023 | 11 |
DEERE & CO | 6 | 2 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2016 | 11 |
Bain Capital Public Equity Management, LLC | 11 | 11 | 3.19% | 4.15% | 5.40% | Q2 2013 | Q4 2015 | 11 |
ENTERPRISE FINANCIAL SERVICES CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2021 | 11 |
PICTON MAHONEY ASSET MANAGEMENT | 11 | 11 | 0.11% | 0.26% | 0.54% | Q4 2020 | Q2 2023 | 11 |
Lucia Wealth Services, LLC | 9 | 2 | 0.04% | 0.33% | 1.14% | Q4 2017 | Q3 2020 | 11 |
Liberty Mutual Group Asset Management Inc. | 10 | 10 | 0.01% | 0.03% | 0.04% | Q2 2016 | Q3 2018 | 10 |
CAAS CAPITAL MANAGEMENT LP | 4 | 1 | 0.00% | 0.06% | 0.20% | Q1 2021 | Q3 2023 | 10 |
Cetera Advisors LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 10 |
Avitas Wealth Management LLC | 10 | 10 | 0.10% | 0.16% | 0.23% | Q2 2021 | Q3 2023 | 10 |
Compagnie Lombard Odier SCmA | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2021 | 10 |
Greytown Advisors Inc. | 10 | 10 | 0.16% | 0.21% | 0.27% | Q4 2020 | Q1 2023 | 10 |
Quantinno Capital Management LP | 7 | 1 | 0.06% | 0.20% | 0.48% | Q1 2019 | Q3 2023 | 10 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
PITCAIRN CO | 4 | 3 | 0.02% | 0.08% | 0.21% | Q2 2013 | Q3 2023 | 10 |
Certified Advisory Corp | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 10 |
SHINE INVESTMENT ADVISORY SERVICES INC | 8 | 2 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2020 | 10 |
IndexIQ Advisors LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 10 |
TRUST CO OF VERMONT | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2022 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 10 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 10 | 10 | 0.02% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Heartland Bank & Trust Co | 10 | 10 | 0.20% | 0.34% | 0.61% | Q2 2021 | Q3 2023 | 10 |
LOOMIS SAYLES & CO L P | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
CLINTON GROUP INC | 4 | 2 | 0.01% | 0.17% | 0.54% | Q2 2015 | Q3 2018 | 10 |
ETRADE Capital Management LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2019 | 10 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA | 7 | 3 | 1.45% | 2.02% | 2.47% | Q2 2015 | Q4 2017 | 10 |
Evercore Wealth Management, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2016 | 10 |
Sciencast Management LP | 5 | 1 | 0.08% | 0.39% | 0.81% | Q2 2017 | Q3 2023 | 10 |
PARK AVENUE SECURITIES LLC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 10 |
PFS INVESTMENTS INC. | 10 | 10 | 0.01% | 0.10% | 0.18% | Q1 2021 | Q2 2023 | 10 |
MAZAMA CAPITAL MANAGEMENT INC | 8 | 2 | 0.00% | 0.16% | 0.35% | Q2 2013 | Q4 2015 | 10 |
USA FINANCIAL FORMULAS | 3 | 1 | 0.00% | 0.89% | 2.18% | Q1 2015 | Q3 2023 | 10 |
Cypress Capital Group | 9 | 1 | 0.05% | 0.13% | 0.18% | Q2 2017 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.05% | 0.12% | 0.26% | Q2 2021 | Q3 2023 | 10 |
Wagner Wealth Management, LLC | 4 | 2 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q3 2022 | 10 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 8 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2022 | 10 |
LMR Partners LLP | 6 | 1 | 0.00% | 0.05% | 0.18% | Q2 2017 | Q1 2023 | 10 |
NVWM, LLC | 5 | 2 | 0.13% | 0.22% | 0.34% | Q2 2018 | Q3 2023 | 10 |
Tidal Investments LLC | 10 | 10 | 0.01% | 0.04% | 0.10% | Q2 2021 | Q3 2023 | 10 |
LINCOLN NATIONAL CORP | 6 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 10 |
INTEGRAL DERIVATIVES, LLC | 3 | 1 | 0.00% | 0.02% | 0.08% | Q4 2013 | Q4 2017 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 10 |
Monte Financial Group, LLC | 8 | 2 | 0.18% | 0.36% | 0.50% | Q4 2019 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Nuveen Fund Advisors, LLC | 10 | 10 | 0.04% | 0.19% | 0.46% | Q2 2016 | Q3 2018 | 10 |
Concord Wealth Partners | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
QUANTRES ASSET MANAGEMENT Ltd | 6 | 1 | 0.28% | 0.77% | 1.42% | Q2 2014 | Q4 2018 | 10 |
Sustainable Growth Advisers, LP | 7 | 3 | 0.05% | 1.69% | 2.93% | Q3 2017 | Q2 2020 | 10 |
ClariVest Asset Management LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2017 | 10 |
Geneva Advisors, LLC | 10 | 10 | 0.82% | 0.93% | 1.18% | Q1 2015 | Q2 2017 | 10 |
RONALD BLUE & CO LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2015 | 10 |
ClearBridge Investments | 8 | 2 | 0.00% | 0.44% | 0.64% | Q2 2018 | Q1 2022 | 10 |
OneDigital Investment Advisors LLC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q4 2019 | 10 |
COUNTRY TRUST BANK | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2023 | 10 |
State of Wyoming | 10 | 10 | 0.00% | 0.04% | 0.15% | Q2 2021 | Q3 2023 | 10 |
Empirical Finance, LLC | 10 | 10 | 0.02% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Focused Wealth Management, Inc | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 10 |
First Western Capital Management Co | 10 | 10 | 0.15% | 0.62% | 0.99% | Q1 2015 | Q2 2017 | 10 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 8 | 2 | 0.50% | 0.81% | 1.05% | Q1 2019 | Q4 2022 | 10 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 10 | 10 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q3 2022 | 10 |
NEW AMSTERDAM PARTNERS LLC/NY | 10 | 10 | 1.41% | 1.92% | 2.48% | Q2 2013 | Q3 2015 | 10 |
HRT FINANCIAL LP | 3 | 1 | 0.02% | 0.08% | 0.38% | Q3 2018 | Q3 2023 | 9 |
Fiera Capital Corp | 4 | 1 | 0.00% | 0.03% | 0.10% | Q1 2017 | Q3 2023 | 9 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 1 | 0.01% | 0.03% | 0.18% | Q3 2020 | Q3 2023 | 9 |
Pacific Wealth Strategies Group, Inc. | 9 | 9 | 0.09% | 1.24% | 1.97% | Q3 2021 | Q3 2023 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.12% | 0.17% | 0.22% | Q3 2021 | Q3 2023 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 9 |
Concert Wealth Management Inc. | 8 | 1 | 0.03% | 0.04% | 0.06% | Q4 2014 | Q1 2017 | 9 |
NKCFO LLC | 8 | 1 | 0.02% | 0.03% | 0.07% | Q2 2021 | Q3 2023 | 9 |
HighPoint Advisor Group LLC | 5 | 1 | 0.02% | 0.10% | 0.17% | Q2 2019 | Q2 2022 | 9 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 3 | 1 | 0.03% | 0.31% | 0.82% | Q2 2018 | Q1 2023 | 9 |
Unigestion Holding SA | 4 | 1 | 0.01% | 0.58% | 1.51% | Q2 2018 | Q1 2021 | 9 |
American National Registered Investment Advisor, Inc. | 9 | 9 | 0.24% | 0.27% | 0.31% | Q1 2020 | Q1 2022 | 9 |
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC | 9 | 9 | 0.17% | 0.23% | 0.38% | Q4 2016 | Q4 2018 | 9 |
WD RUTHERFORD LLC | 9 | 9 | 0.01% | 0.39% | 1.25% | Q3 2021 | Q3 2023 | 9 |
ExodusPoint Capital Management, LP | 2 | 1 | 0.01% | 0.03% | 0.12% | Q2 2019 | Q2 2023 | 9 |
Horizon Investment Services, LLC | 5 | 4 | 0.10% | 0.38% | 0.89% | Q1 2015 | Q3 2023 | 9 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.06% | 0.13% | Q3 2017 | Q2 2022 | 9 |
Vigilant Capital Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2023 | 9 |
Siemens Fonds Invest GmbH | 9 | 9 | 0.04% | 0.06% | 0.09% | Q3 2021 | Q3 2023 | 9 |
GUARDCAP ASSET MANAGEMENT Ltd | 9 | 9 | 3.70% | 4.54% | 5.82% | Q4 2017 | Q4 2019 | 9 |
Boston Trust Walden Corp | 9 | 9 | 0.04% | 0.07% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Edgestream Partners, L.P. | 7 | 1 | 0.02% | 0.66% | 1.51% | Q4 2019 | Q3 2023 | 9 |
Artemis Investment Management LLP | 8 | 1 | 0.02% | 0.04% | 0.04% | Q4 2014 | Q4 2017 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q2 2015 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Virtue Capital Management, LLC | 8 | 1 | 0.10% | 0.26% | 1.00% | Q2 2019 | Q1 2022 | 9 |
Global Trust Asset Management, LLC | 5 | 4 | 0.00% | 0.02% | 0.08% | Q2 2021 | Q3 2023 | 9 |
BTC Capital Management, Inc. | 5 | 1 | 0.03% | 0.04% | 0.04% | Q2 2016 | Q3 2019 | 9 |
Ironwood Financial, llc | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2021 | 9 |
Neo Ivy Capital Management | 3 | 1 | 0.02% | 0.31% | 0.84% | Q2 2019 | Q4 2022 | 9 |
Taylor Hoffman Wealth Management | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
Concorde Asset Management, LLC | 7 | 2 | 0.27% | 0.40% | 0.52% | Q2 2018 | Q3 2023 | 9 |
Weiss Multi-Strategy Advisers LLC | 2 | 1 | 0.02% | 0.13% | 0.41% | Q4 2013 | Q3 2023 | 9 |
PALISADE CAPITAL MANAGEMENT, LP | 4 | 1 | 0.01% | 0.11% | 0.22% | Q1 2013 | Q4 2020 | 9 |
Fox Point Capital Management LLC | 4 | 2 | 2.28% | 5.22% | 10.09% | Q2 2013 | Q2 2016 | 9 |
ROWLANDMILLER & PARTNERS.ADV | 9 | 9 | 0.02% | 0.07% | 0.11% | Q4 2021 | Q4 2023 | 9 |
CARILLON TOWER ADVISERS, INC. | 7 | 2 | 0.02% | 0.12% | 0.33% | Q4 2017 | Q4 2020 | 9 |
Broadleaf Partners, LLC | 9 | 9 | 1.27% | 2.75% | 4.03% | Q2 2021 | Q2 2023 | 9 |
Campbell & CO Investment Adviser LLC | 4 | 1 | 0.08% | 0.34% | 1.02% | Q4 2013 | Q1 2023 | 9 |
Clearstead Trust, LLC | 7 | 2 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 9 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Fieldpoint Private Securities, LLC | 7 | 2 | 0.00% | 0.04% | 0.22% | Q3 2019 | Q2 2022 | 9 |
Copper Rock Capital Partners, LLC | 5 | 4 | 0.00% | 0.06% | 0.23% | Q3 2013 | Q2 2017 | 9 |
MONTAG & CALDWELL, LLC | 9 | 9 | 0.67% | 2.81% | 3.85% | Q3 2017 | Q3 2019 | 9 |
THOMPSON SIEGEL & WALMSLEY LLC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q4 2019 | 9 |
Brick & Kyle, Associates | 9 | 9 | 0.03% | 0.06% | 0.14% | Q1 2015 | Q1 2017 | 9 |
CITIZENS FINANCIAL GROUP INC/RI | 6 | 3 | 0.00% | 0.04% | 0.14% | Q1 2019 | Q3 2023 | 9 |
JUPITER ASSET MANAGEMENT LTD | 9 | 9 | 0.01% | 0.29% | 0.49% | Q3 2021 | Q3 2023 | 9 |
FIRST UNITED BANK & TRUST | 9 | 9 | 0.55% | 0.92% | 1.11% | Q3 2015 | Q3 2017 | 9 |
QCM Cayman, Ltd. | 2 | 1 | 0.13% | 1.19% | 4.61% | Q3 2015 | Q3 2023 | 9 |
CI INVESTMENTS INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
CALTON & ASSOCIATES, INC. | 4 | 1 | 0.01% | 0.05% | 0.08% | Q4 2017 | Q1 2022 | 9 |
Perigon Wealth Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 9 |
Sheaff Brock Investment Advisors, LLC | 7 | 2 | 0.03% | 0.17% | 0.33% | Q4 2015 | Q2 2019 | 9 |
CHICAGO EQUITY PARTNERS LLC | 6 | 3 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2017 | 9 |
CSS LLC/IL | 9 | 9 | 0.02% | 0.04% | 0.06% | Q4 2013 | Q4 2015 | 9 |
PRUDENTIAL PLC | 7 | 1 | 0.00% | 0.04% | 0.10% | Q2 2018 | Q3 2023 | 9 |
COLONY GROUP LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q2 2023 | 9 |
GSB Wealth Management, LLC | 4 | 2 | 0.08% | 0.11% | 0.19% | Q1 2021 | Q3 2023 | 9 |
VALICENTI ADVISORY SERVICES INC | 9 | 9 | 0.91% | 1.31% | 2.50% | Q2 2019 | Q2 2021 | 9 |
Cavalier Investments, LLC | 7 | 2 | 0.60% | 1.13% | 1.47% | Q4 2015 | Q3 2023 | 9 |
AMERICAN NATIONAL INSURANCE CO | 9 | 9 | 0.20% | 0.24% | 0.26% | Q1 2020 | Q1 2022 | 9 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 8 | 1 | 0.05% | 0.15% | 0.20% | Q3 2017 | Q1 2023 | 9 |
GeoWealth Management, LLC | 9 | 9 | 0.00% | 0.02% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Versor Investments LP | 6 | 3 | 0.01% | 0.12% | 0.24% | Q4 2018 | Q1 2023 | 9 |
OMERS ADMINISTRATION Corp | 6 | 1 | 0.03% | 0.10% | 0.19% | Q2 2014 | Q1 2017 | 9 |
BECK CAPITAL MANAGEMENT, LLC | 9 | 9 | 0.59% | 0.80% | 1.10% | Q2 2021 | Q2 2023 | 9 |
MAI Capital Management | 8 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 9 |
Roble, Belko & Company, Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2018 | 9 |
DUBUQUE BANK & TRUST CO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2018 | 9 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.18% | 0.64% | 1.25% | Q4 2019 | Q3 2023 | 9 |
Westover Capital Advisors, LLC | 5 | 4 | 0.21% | 0.99% | 1.83% | Q1 2019 | Q3 2023 | 9 |
IEQ CAPITAL, LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Lake Point Wealth Management | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 9 |
Candlestick Capital Management LP | 6 | 1 | 0.13% | 1.45% | 2.23% | Q1 2020 | Q3 2023 | 9 |
Asset Dedication, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Csenge Advisory Group | 7 | 1 | 0.00% | 0.04% | 0.06% | Q3 2018 | Q3 2023 | 8 |
LIBERTY WEALTH MANAGEMENT LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2021 | 8 |
Verdence Capital Advisors LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q1 2023 | 8 |
Winch Advisory Services, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.02% | 0.09% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Pendal Group Ltd | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q4 2022 | 8 |
SRS Capital Advisors, Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 8 |
J2 Capital Management Inc | 8 | 8 | 0.31% | 0.51% | 0.69% | Q4 2021 | Q3 2023 | 8 |
Ameritas Investment Company, LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2021 | 8 |
1st Global Advisors, Inc. | 8 | 8 | 0.09% | 0.16% | 0.21% | Q3 2015 | Q2 2017 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
KETTLE HILL CAPITAL MANAGEMENT, LLC | 5 | 1 | 1.51% | 3.76% | 5.13% | Q1 2020 | Q1 2023 | 8 |
BRYN MAWR TRUST Co | 6 | 2 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2019 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 8 | 8 | 0.05% | 0.07% | 0.08% | Q2 2016 | Q1 2018 | 8 |
Darwin Wealth Management, LLC | 5 | 1 | 0.00% | 0.33% | 0.92% | Q1 2019 | Q3 2022 | 8 |
Machina Capital S.A.S. | 3 | 1 | 0.22% | 0.44% | 0.72% | Q4 2018 | Q3 2023 | 8 |
AGF Investments LLC | 4 | 1 | 0.00% | 0.01% | 0.07% | Q1 2017 | Q1 2020 | 8 |
GILDER GAGNON HOWE & CO LLC | 8 | 8 | 0.71% | 1.14% | 1.48% | Q3 2015 | Q2 2017 | 8 |
Quantum Private Wealth, LLC | 8 | 8 | 0.54% | 0.73% | 0.94% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Trust Asset Management LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Wahed Invest LLC | 8 | 8 | 0.10% | 0.14% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
EFG Asset Management (North America) Corp. | 8 | 8 | 0.77% | 1.26% | 1.56% | Q4 2021 | Q3 2023 | 8 |
NICHOLAS COMPANY, INC. | 8 | 8 | 1.07% | 1.42% | 1.73% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.05% | 0.11% | Q4 2021 | Q3 2023 | 8 |
North Growth Management Ltd. | 6 | 2 | 0.58% | 1.17% | 1.61% | Q1 2018 | Q3 2023 | 8 |
Lee Capital Holdings LLC | 7 | 1 | 1.05% | 2.39% | 3.49% | Q2 2018 | Q4 2022 | 8 |
Arkadios Wealth Advisors | 7 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q1 2023 | 8 |
WASHINGTON TRUST Co | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
Arden Trust Co | 8 | 8 | 0.09% | 0.12% | 0.14% | Q2 2020 | Q1 2022 | 8 |
Perfromance Wealth Partners, LLC | 8 | 8 | 0.05% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.07% | 0.08% | 0.14% | Q4 2021 | Q3 2023 | 8 |
FORTALEZA ASSET MANAGEMENT INC/ | 8 | 8 | 0.00% | 0.69% | 1.61% | Q3 2015 | Q2 2017 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.01% | 0.02% | 0.06% | Q3 2019 | Q1 2023 | 8 |
Stuart Chaussee & Associates, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
TAGStone Capital, Inc. | 8 | 8 | 0.33% | 0.40% | 0.46% | Q4 2021 | Q3 2023 | 8 |
FT Options LLC | 2 | 1 | 0.06% | 0.35% | 1.39% | Q2 2016 | Q1 2017 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
TODD ASSET MANAGEMENT LLC | 5 | 1 | 0.35% | 0.43% | 0.52% | Q4 2016 | Q3 2023 | 8 |
Optimal Asset Management, Inc. | 8 | 8 | 0.10% | 0.19% | 0.28% | Q4 2019 | Q3 2021 | 8 |
Pinnacle Summer Investments, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Calvert Investment Management, Inc. | 5 | 3 | 0.02% | 0.03% | 0.04% | Q3 2014 | Q4 2016 | 8 |
CORNERCAP INVESTMENT COUNSEL INC | 8 | 8 | 0.06% | 0.15% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Jacobsen Capital Management | 6 | 2 | 0.76% | 0.83% | 0.93% | Q3 2019 | Q3 2021 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
CARLSON CAPITAL L P | 3 | 1 | 0.00% | 0.20% | 0.30% | Q4 2013 | Q2 2020 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.07% | 0.17% | 0.23% | Q4 2021 | Q3 2023 | 8 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Running Oak Capital LLC | 5 | 1 | 1.59% | 2.03% | 3.04% | Q4 2019 | Q3 2023 | 8 |
Parkwood LLC | 4 | 1 | 0.04% | 0.05% | 0.07% | Q4 2013 | Q1 2017 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q3 2022 | 8 |
Asio Capital, LLC | 6 | 2 | 0.53% | 0.98% | 1.25% | Q4 2019 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.04% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Larson Financial Group LLC | 6 | 1 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
SYNTAX ADVISORS, LLC | 8 | 8 | 0.20% | 0.21% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Brookfield Asset Management | 6 | 1 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q2 2023 | 8 |
Sapphire Star Partners LP | 5 | 3 | 0.22% | 0.27% | 0.33% | Q2 2016 | Q4 2018 | 8 |
Connectus Wealth, LLC | 8 | 8 | 0.04% | 0.60% | 1.28% | Q4 2021 | Q3 2023 | 8 |
Mayflower Financial Advisors, LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q2 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
First Trust Direct Indexing L.P. | 8 | 8 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q2 2023 | 8 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 5 | 1 | 0.80% | 3.19% | 8.12% | Q3 2018 | Q1 2022 | 8 |
SIMON QUICK ADVISORS, LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2022 | 8 |
TimesSquare Capital Management, LLC | 8 | 8 | 0.10% | 0.40% | 0.53% | Q4 2017 | Q3 2019 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Lumature Wealth Partners, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q2 2023 | 8 |
Americana Partners, LLC | 8 | 8 | 0.06% | 0.26% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Avalon Global Asset Management LLC | 3 | 1 | 0.73% | 2.91% | 5.17% | Q1 2016 | Q2 2023 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.03% | 0.05% | 0.07% | Q4 2014 | Q3 2016 | 8 |
Zions Bancorporation | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2018 | 8 |
Pomelo Capital LLC | 8 | 8 | 0.20% | 0.28% | 0.43% | Q1 2016 | Q4 2017 | 8 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.01% | 0.06% | 0.12% | Q3 2015 | Q3 2023 | 8 |
CAMBIAR INVESTORS LLC | 7 | 1 | 0.16% | 0.32% | 0.44% | Q1 2020 | Q3 2023 | 8 |
Independent Advisor Alliance | 3 | 2 | 0.01% | 0.08% | 0.12% | Q4 2019 | Q3 2023 | 8 |
HERNDON CAPITAL MANAGEMENT LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
Altshuler Shaham Ltd | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 8 |
STONNINGTON GROUP, LLC | 8 | 8 | 0.05% | 0.30% | 0.54% | Q2 2021 | Q1 2023 | 8 |
Waverton Investment Management Ltd | 3 | 2 | 0.10% | 0.19% | 0.40% | Q3 2013 | Q3 2020 | 8 |
Kiwi Wealth Investments Limited Partnership | 4 | 1 | 0.24% | 0.40% | 0.92% | Q2 2017 | Q4 2022 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.04% | 0.15% | Q4 2021 | Q3 2023 | 8 |
LEVIN CAPITAL STRATEGIES, L.P. | 7 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2017 | 8 |
BRADLEY FOSTER & SARGENT INC/CT | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Alpha Paradigm Partners, LLC | 8 | 8 | 0.00% | 0.20% | 0.41% | Q1 2021 | Q4 2022 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.01% | 0.08% | 0.18% | Q3 2021 | Q2 2023 | 8 |
Stanley-Laman Group, Ltd. | 5 | 3 | 0.05% | 0.78% | 1.40% | Q1 2014 | Q4 2019 | 8 |
Sage Capital Advisors,llc | 8 | 8 | 0.08% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Brookstone Capital Management | 3 | 1 | 0.01% | 0.01% | 0.03% | Q2 2015 | Q1 2023 | 8 |
OPSEU Pension Plan Trust Fund | 6 | 1 | 0.13% | 0.19% | 0.25% | Q1 2020 | Q3 2022 | 7 |
BENNETT LAWRENCE MANAGEMENT L L C/NY | 5 | 2 | 2.08% | 2.81% | 3.67% | Q2 2013 | Q4 2015 | 7 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 7 | 7 | 0.34% | 0.51% | 0.61% | Q3 2021 | Q1 2023 | 7 |
ROTHSCHILD INVESTMENT LLC /IL | 6 | 1 | 0.03% | 0.07% | 0.08% | Q1 2016 | Q1 2022 | 7 |
GRATRY & Co LLC | 7 | 7 | 0.22% | 0.31% | 0.46% | Q4 2015 | Q2 2017 | 7 |
STANDARD PACIFIC CAPITAL LLC/CA | 7 | 7 | 2.43% | 4.13% | 7.52% | Q1 2014 | Q3 2015 | 7 |
DAVIS SELECTED ADVISERS | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2021 | 7 |
CAMBRIDGE TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
GABELLI FUNDS LLC | 5 | 2 | 0.01% | 0.03% | 0.04% | Q2 2016 | Q4 2018 | 7 |
RS INVESTMENT MANAGEMENT CO LLC | 7 | 7 | 0.08% | 0.30% | 0.53% | Q4 2014 | Q2 2016 | 7 |
BUCKINGHAM CAPITAL MANAGEMENT INC | 3 | 1 | 0.22% | 0.66% | 1.30% | Q2 2013 | Q2 2019 | 7 |
FIRST CITIZENS BANK & TRUST CO | 3 | 2 | 0.02% | 0.15% | 0.28% | Q2 2013 | Q2 2019 | 7 |
THOMAS WHITE INTERNATIONAL LTD | 7 | 7 | 0.05% | 0.07% | 0.09% | Q1 2015 | Q3 2016 | 7 |
SPINNAKER TRUST | 7 | 7 | 0.27% | 0.34% | 0.37% | Q2 2018 | Q4 2019 | 7 |
CULLINAN ASSOCIATES INC | 4 | 1 | 0.02% | 0.07% | 0.12% | Q1 2021 | Q2 2023 | 7 |
STEEL GROVE CAPITAL ADVISORS, LLC | 7 | 7 | 0.04% | 0.07% | 0.09% | Q2 2017 | Q4 2018 | 7 |
Laird Norton Wetherby Wealth Management, LLC | 4 | 3 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q2 2023 | 7 |
First American Bank | 6 | 1 | 0.02% | 0.17% | 0.26% | Q1 2019 | Q4 2021 | 7 |
Ledyard National Bank | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2018 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2014 | 7 |
Visium Asset Management, LP | 4 | 3 | 0.03% | 0.10% | 0.29% | Q4 2013 | Q3 2015 | 7 |
First Pacific Advisors, LP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Stanford Investment Group, Inc. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q4 2016 | 7 |
TIGER CONSUMER MANAGEMENT, LP | 7 | 7 | 2.37% | 3.96% | 4.42% | Q2 2013 | Q4 2014 | 7 |
OFI Advisors LLC | 4 | 3 | 0.00% | 0.01% | 0.01% | Q3 2011 | Q2 2015 | 7 |
Hexavest Inc. | 4 | 3 | 0.00% | 0.44% | 0.96% | Q1 2019 | Q4 2020 | 7 |
Southeast Asset Advisors Inc. | 7 | 7 | 0.09% | 0.38% | 0.64% | Q2 2020 | Q4 2021 | 7 |
MIG Capital, LLC | 7 | 7 | 2.62% | 4.59% | 7.57% | Q1 2014 | Q3 2015 | 7 |
Crestwood Advisors Group, LLC | 6 | 1 | 0.01% | 0.04% | 0.08% | Q1 2017 | Q3 2020 | 7 |
Baker Avenue Asset Management, LP | 6 | 1 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 7 |
BENJAMIN EDWARDS INC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 4 | 3 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q4 2017 | 7 |
First Long Island Investors, LLC | 7 | 7 | 0.58% | 0.78% | 0.93% | Q1 2019 | Q3 2020 | 7 |
Ulysses Management LLC | 5 | 2 | 0.96% | 1.72% | 2.70% | Q3 2020 | Q1 2023 | 7 |
AIA Group Ltd | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 7 |
Lombard Odier Asset Management (Europe) Ltd | 2 | 1 | 0.01% | 0.37% | 0.97% | Q4 2014 | Q3 2019 | 7 |
FineMark National Bank & Trust | 5 | 2 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2019 | 7 |
EP Wealth Advisors, LLC | 4 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Prospera Financial Services Inc | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 7 |
Baader Bank Aktiengesellschaft | 6 | 1 | 0.14% | 0.22% | 0.35% | Q4 2021 | Q3 2023 | 7 |
Cognios Capital, LLC | 5 | 1 | 0.07% | 0.59% | 0.86% | Q2 2017 | Q3 2019 | 7 |
Virtus ETF Advisers LLC | 6 | 1 | 0.00% | 0.33% | 0.53% | Q3 2019 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 7 |
Metis Global Partners, LLC | 7 | 7 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
GAM SYSTEMATIC LLP | 4 | 1 | 0.03% | 0.08% | 0.12% | Q4 2014 | Q4 2016 | 7 |
Capital Advisors, Ltd. LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
SCHOLTZ & COMPANY, LLC | 7 | 7 | 1.70% | 3.33% | 4.61% | Q4 2017 | Q2 2019 | 7 |
Maven Securities LTD | 3 | 3 | 0.01% | 0.04% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Pensionfund Sabic | 6 | 1 | 0.36% | 0.46% | 0.55% | Q1 2017 | Q4 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
Ellevest, Inc. | 5 | 2 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2023 | 7 |
Renasant Bank | 5 | 2 | 0.16% | 0.18% | 0.23% | Q4 2020 | Q3 2023 | 7 |
Grove Bank & Trust | 4 | 3 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 7 |
Alpha Omega Wealth Management LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 7 |
Vantis Investment Advisers L.P. | 3 | 1 | 1.09% | 3.26% | 6.86% | Q4 2017 | Q3 2021 | 7 |
Corient Capital Partners, LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2022 | 7 |
Knights of Columbus Asset Advisors LLC | 7 | 7 | 0.36% | 0.47% | 0.58% | Q3 2021 | Q1 2023 | 7 |
JT Stratford LLC | 7 | 7 | 0.15% | 0.23% | 0.44% | Q1 2022 | Q3 2023 | 7 |
Cannell & Co. | 7 | 7 | 0.01% | 1.14% | 1.75% | Q4 2017 | Q2 2019 | 7 |
RITHOLTZ WEALTH MANAGEMENT | 6 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q1 2023 | 7 |
Donoghue Forlines LLC | 4 | 1 | 0.17% | 0.32% | 0.48% | Q2 2018 | Q1 2023 | 7 |
Pinnacle Bancorp, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2020 | 7 |
Founders Capital Management | 6 | 1 | 0.02% | 0.03% | 0.03% | Q1 2017 | Q4 2023 | 7 |
Redwood Investment Management, LLC | 2 | 1 | 0.15% | 0.20% | 0.26% | Q4 2019 | Q2 2023 | 7 |
Measured Wealth Private Client Group, LLC | 6 | 1 | 0.04% | 0.14% | 0.22% | Q3 2018 | Q2 2023 | 7 |
TRUEWEALTH LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
Prime Capital Investment Advisors, LLC | 4 | 3 | 0.00% | 0.01% | 0.05% | Q2 2020 | Q3 2023 | 7 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.01% | 0.21% | 0.90% | Q4 2019 | Q3 2023 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Evolution Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 7 |
Gladstone Institutional Advisory LLC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Aspire Private Capital, LLC | 5 | 2 | 0.00% | 0.16% | 0.24% | Q4 2018 | Q3 2023 | 7 |
MIROVA | 6 | 1 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2022 | 7 |
Y-Intercept (Hong Kong) Ltd | 4 | 1 | 0.04% | 0.16% | 0.35% | Q1 2021 | Q3 2023 | 7 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.04% | 0.08% | Q1 2019 | Q4 2021 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
Woodline Partners LP | 7 | 7 | 0.08% | 0.17% | 0.26% | Q4 2021 | Q2 2023 | 7 |
ORSER CAPITAL MANAGEMENT, LLC | 7 | 7 | 1.48% | 1.81% | 2.16% | Q3 2020 | Q1 2022 | 7 |
Charles Schwab Trust Co | 7 | 7 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Savior LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2021 | 7 |
ATTICUS WEALTH MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
NWK Group, Inc. | 7 | 7 | 1.87% | 3.21% | 4.94% | Q3 2021 | Q1 2023 | 7 |
Blue Zone Wealth Advisors, LLC | 7 | 7 | 1.19% | 1.44% | 1.59% | Q2 2020 | Q4 2021 | 7 |
Northstar Advisory Group, LLC | 6 | 1 | 0.44% | 0.74% | 1.14% | Q2 2021 | Q1 2023 | 7 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 1 | 0.06% | 0.17% | 0.42% | Q4 2020 | Q3 2023 | 7 |
WOLFF WIESE MAGANA LLC | 7 | 7 | 0.00% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Wealth Advisory Solutions, LLC | 3 | 2 | 0.10% | 0.12% | 0.20% | Q2 2020 | Q2 2022 | 7 |
Alpha DNA Investment Management LLC | 7 | 7 | 0.44% | 0.84% | 1.21% | Q3 2021 | Q1 2023 | 7 |
Bank of New Hampshire | 7 | 7 | 0.01% | 0.13% | 0.33% | Q1 2022 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Vahanian & Associates Financial Planning Inc. | 4 | 3 | 0.76% | 1.15% | 1.83% | Q4 2021 | Q3 2023 | 7 |
Consilium Wealth Advisory, LLC | 7 | 7 | 0.45% | 0.59% | 0.76% | Q4 2021 | Q2 2023 | 7 |
Seaport Global Advisors, LLC | 7 | 7 | 0.52% | 1.18% | 1.53% | Q4 2021 | Q2 2023 | 7 |
LGT Group Foundation | 7 | 7 | 0.09% | 0.33% | 0.47% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Cyrus J. Lawrence, LLC | 7 | 7 | 1.28% | 1.82% | 2.48% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
EHP Funds Inc. | 7 | 7 | 0.47% | 0.67% | 0.85% | Q1 2022 | Q3 2023 | 7 |
Range Financial Group LLC | 7 | 7 | 0.60% | 0.71% | 0.91% | Q3 2021 | Q1 2023 | 7 |
WINTRUST INVESTMENTS LLC | 5 | 2 | 0.02% | 0.05% | 0.06% | Q2 2018 | Q3 2023 | 7 |
MONTAG A & ASSOCIATES INC | 3 | 1 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q2 2023 | 7 |
Edgewood Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 7 |
KENNEDY CAPITAL MANAGEMENT LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2021 | 7 |
Onex Canada Asset Management Inc. | 7 | 7 | 0.19% | 0.26% | 0.37% | Q4 2020 | Q2 2022 | 7 |
WAFRA INC. | 7 | 7 | 0.16% | 0.55% | 1.83% | Q2 2018 | Q4 2019 | 7 |
AVITY INVESTMENT MANAGEMENT INC. | 7 | 7 | 0.60% | 2.19% | 3.28% | Q2 2018 | Q4 2019 | 7 |
WILLIAM HARRIS INVESTORS INC | 7 | 7 | 1.08% | 1.89% | 2.54% | Q2 2013 | Q4 2014 | 7 |
BURNEY CO/ | 7 | 7 | 0.06% | 0.10% | 0.18% | Q1 2022 | Q3 2023 | 7 |
RENAISSANCE GROUP LLC | 7 | 7 | 0.02% | 1.15% | 1.46% | Q4 2021 | Q2 2023 | 7 |
AEGON ASSET MANAGEMENT UK PLC | 6 | 6 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q2 2017 | 6 |
Shay Capital LLC | 3 | 1 | 0.02% | 0.16% | 0.36% | Q1 2021 | Q2 2023 | 6 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.14% | 0.19% | 0.25% | Q2 2016 | Q2 2022 | 6 |
Global Assets Advisory, LLC | 6 | 6 | 0.27% | 0.43% | 0.74% | Q2 2022 | Q3 2023 | 6 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 5 | 1 | 0.14% | 0.29% | 0.60% | Q2 2014 | Q4 2017 | 6 |
MACRO Consulting Group | 6 | 6 | 0.14% | 0.18% | 0.23% | Q1 2020 | Q2 2021 | 6 |
GREENWOOD CAPITAL ASSOCIATES LLC | 5 | 1 | 0.06% | 0.09% | 0.13% | Q4 2017 | Q3 2019 | 6 |
Ten Capital Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
QCI ASSET MANAGEMENT INC/NY | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2018 | 6 |
SYMMETRY PEAK MANAGEMENT LLC | 2 | 1 | 0.07% | 0.27% | 0.90% | Q2 2013 | Q1 2019 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q3 2016 | Q4 2017 | 6 |
FRIESS ASSOCIATES LLC | 5 | 1 | 0.83% | 1.37% | 1.70% | Q4 2016 | Q3 2021 | 6 |
KINGS POINT CAPITAL MANAGEMENT | 5 | 1 | 0.00% | 0.47% | 0.84% | Q2 2019 | Q1 2022 | 6 |
CHARTWELL INVESTMENT PARTNERS, LLC | 4 | 2 | 0.09% | 0.17% | 0.29% | Q3 2016 | Q3 2019 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.02% | 0.07% | 0.16% | Q2 2017 | Q3 2017 | 6 |
AXS Investments LLC | 6 | 6 | 0.02% | 0.32% | 0.41% | Q2 2022 | Q3 2023 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 6 |
Power Corp of Canada | 5 | 1 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 6 |
MASTRAPASQUA ASSET MANAGEMENT INC | 6 | 6 | 0.15% | 0.23% | 0.28% | Q2 2022 | Q3 2023 | 6 |
Pearl River Capital, LLC | 4 | 1 | 0.00% | 0.37% | 0.63% | Q1 2020 | Q3 2022 | 6 |
Alexandria Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2017 | 6 |
SEI TRUST CO | 6 | 6 | 0.17% | 0.24% | 0.29% | Q2 2013 | Q3 2014 | 6 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
CenturyLink Investment Management Co | 5 | 1 | 0.08% | 0.15% | 0.22% | Q1 2015 | Q3 2016 | 6 |
DSM CAPITAL PARTNERS LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Quantamental Technologies LLC | 3 | 1 | 0.02% | 0.48% | 1.23% | Q2 2019 | Q3 2022 | 6 |
STEADFAST CAPITAL MANAGEMENT LP | 5 | 1 | 0.47% | 1.29% | 2.00% | Q3 2017 | Q4 2019 | 6 |
PATTON FUND MANAGEMENT, INC. | 6 | 6 | 0.53% | 0.75% | 0.97% | Q4 2021 | Q1 2023 | 6 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
BROADVIEW ADVISORS LLC | 6 | 6 | 0.50% | 1.26% | 1.97% | Q1 2014 | Q2 2015 | 6 |
Valentine Capital Asset Management, Inc. | 3 | 1 | 0.04% | 0.48% | 1.37% | Q3 2012 | Q4 2015 | 6 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SpiderRock Advisors, LLC | 3 | 2 | 0.00% | 0.04% | 0.08% | Q1 2017 | Q3 2023 | 6 |
Mach-1 Financial Group, LLC | 5 | 1 | 0.01% | 0.23% | 0.72% | Q4 2021 | Q2 2023 | 6 |
GOODNOW INVESTMENT GROUP, LLC | 6 | 6 | 0.11% | 0.16% | 0.21% | Q1 2018 | Q2 2019 | 6 |
Shamrock Asset Management LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q1 2017 | 6 |
GLG LLC | 5 | 1 | 0.02% | 0.03% | 0.04% | Q2 2014 | Q3 2017 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
FOUNDERS FINANCIAL SECURITIES LLC | 6 | 6 | 0.06% | 0.08% | 0.09% | Q4 2020 | Q1 2022 | 6 |
Teamwork Financial Advisors, LLC | 5 | 1 | 0.07% | 0.16% | 0.27% | Q4 2020 | Q2 2023 | 6 |
AllSquare Wealth Management LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
ELEMENT CAPITAL MANAGEMENT LLC | 2 | 1 | 0.01% | 2.01% | 9.77% | Q4 2017 | Q4 2019 | 6 |
MU Investments Co., Ltd. | 5 | 1 | 0.01% | 0.15% | 0.22% | Q2 2015 | Q4 2017 | 6 |
Tyvor Capital LLC | 3 | 1 | 0.22% | 5.62% | 14.14% | Q4 2013 | Q2 2017 | 6 |
BANCED CORP | 5 | 1 | 0.25% | 0.37% | 0.41% | Q3 2014 | Q2 2016 | 6 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 6 | 6 | 0.90% | 1.36% | 1.77% | Q3 2016 | Q4 2017 | 6 |
AustralianSuper Pty Ltd | 6 | 6 | 0.02% | 0.18% | 0.44% | Q2 2022 | Q3 2023 | 6 |
Knowledge Leaders Capital, LLC | 6 | 6 | 0.24% | 0.28% | 0.34% | Q2 2020 | Q3 2021 | 6 |
TOWER BRIDGE ADVISORS | 6 | 6 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q1 2022 | 6 |
Airain ltd | 3 | 1 | 0.02% | 0.08% | 0.24% | Q4 2013 | Q2 2017 | 6 |
Desjardins Global Asset Management Inc. | 6 | 6 | 0.01% | 0.23% | 0.34% | Q2 2022 | Q3 2023 | 6 |
G&S Capital LLC | 5 | 1 | 0.02% | 0.26% | 0.38% | Q4 2017 | Q3 2023 | 6 |
Moisand Fitzgerald Tamayo, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
MONEY CONCEPTS CAPITAL CORP | 4 | 2 | 0.01% | 0.06% | 0.17% | Q1 2022 | Q3 2023 | 6 |
Chimera Capital Management LLC | 6 | 6 | 0.23% | 1.80% | 4.31% | Q4 2021 | Q1 2023 | 6 |
tru Independence LLC | 6 | 6 | 0.00% | 0.07% | 0.18% | Q4 2019 | Q1 2021 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.02% | 0.33% | 0.57% | Q2 2022 | Q3 2023 | 6 |
Oder Investment Management, LLC | 6 | 6 | 0.64% | 0.92% | 1.28% | Q2 2022 | Q3 2023 | 6 |
Bay Harbor Wealth Management, LLC | 6 | 6 | 0.00% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Tranquility Partners, LLC | 6 | 6 | 0.24% | 0.34% | 0.50% | Q2 2019 | Q3 2020 | 6 |
Simplicity Solutions, LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Ethic Inc. | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Banyan Partners, LLC | 6 | 6 | 0.02% | 0.07% | 0.19% | Q2 2013 | Q3 2014 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 6 |
Gideon Capital Advisors, Inc. | 3 | 1 | 0.08% | 0.23% | 0.60% | Q1 2018 | Q4 2019 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 6 |
WEALTHFRONT Corp | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2017 | 6 |
Crosspoint Capital Strategies, LLC | 4 | 2 | 0.06% | 1.59% | 4.57% | Q4 2014 | Q3 2016 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
Bellwether Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.02% | Q3 2021 | Q1 2023 | 6 |
FARR MILLER & WASHINGTON LLC/DC | 6 | 6 | 0.14% | 0.24% | 0.29% | Q2 2020 | Q3 2021 | 6 |
Kernodle & Katon Asset Management Group, LLC | 6 | 6 | 0.00% | 0.03% | 0.08% | Q4 2015 | Q1 2017 | 6 |
Aquatic Capital Management LLC | 6 | 6 | 0.07% | 0.48% | 1.07% | Q2 2022 | Q3 2023 | 6 |
Biondo Investment Advisors, LLC | 2 | 1 | 0.05% | 0.18% | 0.31% | Q3 2016 | Q2 2019 | 6 |
AXIOM INVESTORS LLC /DE | 4 | 2 | 0.52% | 1.07% | 1.93% | Q2 2013 | Q3 2017 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.07% | 0.20% | 0.44% | Q2 2022 | Q3 2023 | 6 |
Lynch Asset Management, Inc. | 6 | 6 | 0.38% | 0.49% | 0.59% | Q2 2022 | Q3 2023 | 6 |
Center for Financial Planning, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
Czech National Bank | 6 | 6 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q4 2023 | 6 |
Lavaca Capital LLC | 3 | 1 | 0.01% | 0.09% | 0.16% | Q4 2018 | Q3 2023 | 6 |
LGT Fund Management Co Ltd. | 6 | 6 | 0.17% | 0.61% | 1.14% | Q1 2022 | Q2 2023 | 6 |
One01 Capital, LP | 6 | 6 | 4.33% | 8.70% | 17.18% | Q1 2022 | Q2 2023 | 6 |
Lee Capital Management LP | 6 | 6 | 1.39% | 1.67% | 1.79% | Q4 2016 | Q1 2018 | 6 |
Lee Financial Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Castellan Group | 6 | 6 | 1.42% | 2.20% | 2.91% | Q2 2022 | Q3 2023 | 6 |
TRUE Private Wealth Advisors | 4 | 2 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q4 2021 | 6 |
DG CAPITAL MANAGEMENT INC | 6 | 6 | 1.30% | 1.60% | 2.15% | Q2 2015 | Q3 2016 | 6 |
ROCKEFELLER FINANCIAL SERVICES INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2016 | 6 |
Raleigh Capital Management Inc. | 6 | 6 | 0.00% | 0.09% | 0.12% | Q2 2022 | Q3 2023 | 6 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 3 | 1 | 0.22% | 0.73% | 0.98% | Q2 2015 | Q3 2018 | 6 |
IPG Investment Advisors LLC | 2 | 2 | 0.21% | 0.31% | 0.41% | Q3 2015 | Q3 2023 | 6 |
Arabesque Asset Management Ltd | 6 | 6 | 0.10% | 0.66% | 0.90% | Q3 2021 | Q4 2022 | 6 |
WRIGHT INVESTORS SERVICE INC | 4 | 1 | 0.06% | 0.17% | 0.24% | Q3 2018 | Q1 2022 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q1 2022 | 6 |
UBS OCONNOR LLC | 2 | 1 | 0.02% | 0.23% | 0.70% | Q2 2015 | Q2 2021 | 6 |
Provident Investment Management, Inc. | 6 | 6 | 0.07% | 2.69% | 4.50% | Q1 2018 | Q2 2019 | 6 |
Laurel Wealth Planning LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Wedgewood Partners | 6 | 6 | 1.29% | 3.36% | 5.37% | Q3 2018 | Q4 2019 | 6 |
PRECEPT MANAGEMENT LLC | 4 | 1 | 0.15% | 0.81% | 1.42% | Q3 2018 | Q1 2020 | 6 |
Voya Financial Advisors, Inc. | 5 | 1 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 6 |
Pinnacle Wealth Planning Services, Inc. | 6 | 6 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q1 2022 | 6 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 6 |
WALL STREET ASSOCIATES | 6 | 6 | 0.05% | 0.12% | 0.25% | Q4 2014 | Q1 2016 | 6 |
Castleview Partners, LLC | 4 | 1 | 0.00% | 0.05% | 0.25% | Q2 2021 | Q1 2023 | 6 |
Alta Advisers Ltd | 5 | 5 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
COOPER CREEK PARTNERS MANAGEMENT LLC | 5 | 5 | 0.64% | 0.77% | 0.85% | Q3 2022 | Q3 2023 | 5 |
PARSONS CAPITAL MANAGEMENT INC/RI | 5 | 5 | 0.07% | 0.09% | 0.11% | Q4 2018 | Q4 2019 | 5 |
Strategic Investment Advisors / MI | 5 | 5 | 0.13% | 0.15% | 0.17% | Q3 2022 | Q3 2023 | 5 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 1 | 0.04% | 0.23% | 0.39% | Q1 2022 | Q2 2023 | 5 |
Landsberg, Bennett, & Dubbaneh LLC | 4 | 1 | 0.04% | 0.08% | 0.22% | Q4 2018 | Q2 2021 | 5 |
ARMISTICE CAPITAL, LLC | 1 | 1 | 0.01% | 0.72% | 1.35% | Q3 2019 | Q3 2023 | 5 |
AVALON CAPITAL MANAGEMENT | 3 | 1 | 0.75% | 0.93% | 1.52% | Q3 2016 | Q2 2018 | 5 |
BOURGEON CAPITAL MANAGEMENT LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Cadent Capital Advisors, LLC | 5 | 5 | 0.09% | 0.12% | 0.15% | Q3 2021 | Q3 2022 | 5 |
Stewart Asset Management, LLC | 5 | 5 | 1.56% | 3.24% | 4.14% | Q4 2019 | Q4 2020 | 5 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 4 | 1 | 0.02% | 0.72% | 1.48% | Q2 2019 | Q1 2021 | 5 |
NorthCoast Asset Management LLC | 4 | 1 | 0.04% | 0.51% | 0.67% | Q3 2019 | Q3 2021 | 5 |
DUNCKER STREETT & CO INC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q2 2019 | 5 |
Freedom Day Solutions, LLC | 5 | 5 | 0.29% | 0.69% | 0.88% | Q3 2022 | Q3 2023 | 5 |
NORRIS PERNE & FRENCH LLP/MI | 5 | 5 | 0.61% | 0.69% | 0.74% | Q4 2020 | Q4 2021 | 5 |
Psagot Value Holdings Ltd. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 5 |
YHB Investment Advisors, Inc. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Yarbrough Capital, LLC | 5 | 5 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q4 2022 | 5 |
OSTRUM ASSET MANAGEMENT | 3 | 2 | 0.07% | 0.32% | 0.88% | Q3 2019 | Q3 2023 | 5 |
RBA Wealth Management, LLC | 5 | 5 | 1.59% | 1.80% | 2.13% | Q3 2022 | Q3 2023 | 5 |
TIGER MANAGEMENT L.L.C. | 3 | 2 | 0.07% | 2.81% | 5.99% | Q3 2013 | Q1 2018 | 5 |
ArrowMark Colorado Holdings LLC | 5 | 5 | 0.39% | 0.61% | 0.89% | Q3 2013 | Q3 2014 | 5 |
CENTAURUS FINANCIAL, INC. | 3 | 1 | 0.03% | 0.13% | 0.19% | Q1 2018 | Q2 2020 | 5 |
CHURCHILL MANAGEMENT Corp | 5 | 5 | 0.08% | 0.14% | 0.18% | Q2 2018 | Q2 2019 | 5 |
MCF Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 5 |
EverPoint Asset Management, LLC | 4 | 1 | 0.05% | 0.16% | 0.32% | Q2 2014 | Q4 2015 | 5 |
Capital Asset Advisory Services LLC | 5 | 5 | 0.02% | 0.05% | 0.07% | Q4 2020 | Q4 2021 | 5 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4 | 1 | 0.04% | 0.06% | 0.09% | Q1 2020 | Q3 2023 | 5 |
Stone Ridge Asset Management LLC | 5 | 5 | 0.02% | 0.05% | 0.06% | Q4 2018 | Q4 2019 | 5 |
HARVEY CAPITAL MANAGEMENT INC | 3 | 1 | 0.30% | 0.45% | 0.72% | Q2 2017 | Q2 2020 | 5 |
FIRST MIDWEST BANK TRUST DIVISION | 5 | 5 | 0.02% | 0.21% | 0.32% | Q3 2016 | Q3 2017 | 5 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.03% | 0.17% | 0.43% | Q2 2014 | Q3 2023 | 5 |
Riggs Asset Managment Co. Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Itau Unibanco Holding S.A. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2023 | 5 |
Jackson Square Partners, LLC | 5 | 5 | 0.29% | 0.53% | 0.79% | Q2 2014 | Q2 2015 | 5 |
TOTH FINANCIAL ADVISORY CORP | 4 | 1 | 0.00% | 0.02% | 0.12% | Q2 2022 | Q3 2023 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q4 2018 | 5 |
Coatue Management | 4 | 1 | 0.01% | 0.22% | 1.06% | Q4 2018 | Q2 2023 | 5 |
PROVIDENT TRUST CO | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2020 | 5 |
Penn Capital Management Company, LLC | 5 | 5 | 0.16% | 0.20% | 0.26% | Q1 2014 | Q1 2015 | 5 |
Bellevue Group AG | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 5 |
HWG Holdings LP | 5 | 5 | 0.00% | 0.32% | 0.69% | Q3 2022 | Q3 2023 | 5 |
Enlightenment Research, LLC | 2 | 1 | 0.30% | 0.68% | 1.42% | Q2 2019 | Q2 2021 | 5 |
Kopernik Global Investors, LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q3 2023 | 5 |
NorthRock Partners, LLC | 4 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2023 | 5 |
GAMCO INVESTORS, INC. ET AL | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2018 | 5 |
Transform Wealth, LLC | 5 | 5 | 0.56% | 0.65% | 0.72% | Q3 2022 | Q3 2023 | 5 |
ADIRONDACK TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
Alkeon Capital Management | 5 | 5 | 0.84% | 1.26% | 1.82% | Q2 2016 | Q2 2017 | 5 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 5 | 5 | 0.13% | 0.72% | 0.98% | Q2 2018 | Q2 2019 | 5 |
M Holdings Securities, Inc. | 3 | 1 | 0.02% | 0.06% | 0.09% | Q3 2014 | Q1 2023 | 5 |
Ergoteles LLC | 4 | 1 | 0.01% | 0.12% | 0.51% | Q4 2020 | Q3 2022 | 5 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2023 | 5 |
Timber Hill LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 5 |
Edge Wealth Management LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q3 2017 | Q4 2021 | 5 |
COZAD ASSET MANAGEMENT INC | 5 | 5 | 0.10% | 0.24% | 0.37% | Q4 2018 | Q4 2019 | 5 |
Covington Capital Management | 2 | 1 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2022 | 5 |
BEACON TRUST CO | 5 | 5 | 0.77% | 0.92% | 1.03% | Q1 2016 | Q1 2017 | 5 |
Fiduciary Trust Co International of Pennsylvania | 5 | 5 | 0.02% | 0.06% | 0.10% | Q2 2018 | Q2 2019 | 5 |
AlphaMark Advisors, LLC | 5 | 5 | 0.01% | 0.22% | 0.34% | Q3 2022 | Q3 2023 | 5 |
Rail-Splitter Capital Management, LLC | 3 | 2 | 1.88% | 2.61% | 3.37% | Q2 2013 | Q4 2014 | 5 |
Moloney Securities Asset Management, LLC | 5 | 5 | 0.10% | 0.11% | 0.12% | Q3 2022 | Q3 2023 | 5 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 3 | 2 | 0.16% | 0.26% | 0.37% | Q1 2018 | Q4 2019 | 5 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 5 | 5 | 0.34% | 0.63% | 0.80% | Q3 2018 | Q3 2019 | 5 |
Santa Fe Partners LLC | 3 | 1 | 0.19% | 0.39% | 0.51% | Q1 2014 | Q4 2015 | 5 |
Summit Trail Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 5 |
Hartford Financial Management Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 5 |
Grantham, Mayo, Van Otterloo & Co. LLC | 5 | 5 | 0.00% | 0.02% | 0.04% | Q2 2022 | Q2 2023 | 5 |
TREMBLANT CAPITAL GROUP | 4 | 4 | 0.04% | 0.42% | 1.42% | Q1 2018 | Q4 2018 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.09% | 0.11% | 0.13% | Q3 2022 | Q3 2023 | 5 |
PFS Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Raub Brock Capital Management LP | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Caption Management, LLC | 1 | 1 | 0.07% | 0.15% | 0.27% | Q3 2020 | Q3 2023 | 5 |
BFSG, LLC | 2 | 1 | 0.13% | 0.18% | 0.26% | Q4 2017 | Q3 2023 | 5 |
Bartlett & Co. LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Sandia Holdings, LLC | 5 | 5 | 2.30% | 4.08% | 5.20% | Q3 2017 | Q3 2018 | 5 |
Balboa Wealth Partners | 5 | 5 | 0.14% | 0.25% | 0.42% | Q3 2022 | Q3 2023 | 5 |
Manning & Napier Group, LLC | 5 | 5 | 0.00% | 0.26% | 0.40% | Q1 2018 | Q1 2019 | 5 |
HARTLINE INVESTMENT CORP/ | 5 | 5 | 0.05% | 0.07% | 0.09% | Q4 2018 | Q4 2019 | 5 |
Eisler Capital (US) LLC | 2 | 2 | 0.08% | 0.19% | 0.34% | Q2 2023 | Q3 2023 | 5 |
BOSTON ADVISORS LLC | 3 | 2 | 0.01% | 0.08% | 0.20% | Q1 2017 | Q3 2019 | 5 |
Fund Management at Engine No. 1 LLC | 4 | 1 | 0.04% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 5 |
SYCOMORE ASSET MANAGEMENT | 5 | 5 | 1.20% | 2.30% | 4.02% | Q4 2019 | Q4 2020 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
FRANKLIN STREET ADVISORS INC /NC | 5 | 5 | 0.29% | 0.57% | 0.75% | Q3 2018 | Q3 2019 | 5 |
Nikulski Financial, Inc. | 4 | 1 | 0.24% | 0.32% | 0.41% | Q1 2020 | Q3 2023 | 5 |
China Universal Asset Management Co., Ltd. | 5 | 5 | 0.17% | 0.35% | 0.57% | Q3 2022 | Q3 2023 | 5 |
American Trust | 5 | 5 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q1 2023 | 5 |
Congress Wealth Management LLC / DE / | 5 | 5 | 0.23% | 0.29% | 0.35% | Q3 2022 | Q3 2023 | 5 |
NATIONAL INVESTMENT SERVICES INC /WI | 5 | 5 | 1.14% | 1.42% | 1.70% | Q3 2018 | Q3 2019 | 5 |
MOODY LYNN & LIEBERSON, LLC | 4 | 1 | 0.03% | 0.11% | 0.27% | Q3 2018 | Q2 2020 | 5 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2017 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 5 |
Riverwater Partners LLC | 5 | 5 | 0.21% | 0.23% | 0.24% | Q3 2022 | Q3 2023 | 5 |
CONDOR CAPITAL MANAGEMENT | 5 | 5 | 0.22% | 0.25% | 0.30% | Q3 2022 | Q3 2023 | 5 |
BBVA USA Bancshares, Inc. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q2 2019 | 5 |
AVIANCE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q3 2018 | 5 |
Capitolis Advisors LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Charter Bridge Capital Management, L.P. | 4 | 1 | 2.11% | 4.53% | 6.30% | Q2 2013 | Q3 2014 | 5 |
PCJ Investment Counsel Ltd. | 2 | 1 | 0.07% | 0.31% | 0.51% | Q1 2019 | Q4 2022 | 5 |
GW&K Investment Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Silvant Capital Management LLC | 5 | 5 | 0.14% | 0.20% | 0.25% | Q3 2022 | Q3 2023 | 5 |
Alamar Capital Management, LLC | 5 | 5 | 0.96% | 1.01% | 1.12% | Q4 2020 | Q4 2021 | 5 |
True Link Financial Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Absolute Return Capital, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2015 | 5 |
FORA Capital, LLC | 1 | 1 | 0.02% | 0.34% | 0.82% | Q4 2019 | Q3 2023 | 5 |
Addison Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
TKG Advisors, LLC | 5 | 5 | 0.32% | 0.46% | 0.58% | Q3 2022 | Q3 2023 | 5 |
ATLAS CAPITAL ADVISORS LLC | 5 | 5 | 0.01% | 0.09% | 0.14% | Q4 2018 | Q4 2019 | 5 |
Lebenthal Holdings,LLC | 5 | 5 | 0.22% | 0.38% | 0.47% | Q1 2015 | Q1 2016 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2020 | 5 |
V Wealth Advisors LLC | 5 | 5 | 0.06% | 0.10% | 0.18% | Q3 2022 | Q3 2023 | 5 |
Strategic Investment Solutions, Inc. /IL | 4 | 4 | 0.08% | 0.18% | 0.30% | Q4 2022 | Q3 2023 | 4 |
DoubleLine ETF Adviser LP | 4 | 4 | 0.16% | 0.19% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Left Brain Wealth Management, LLC | 4 | 4 | 0.34% | 0.40% | 0.49% | Q4 2022 | Q3 2023 | 4 |
300 NORTH CAPITAL, LLC | 4 | 4 | 1.47% | 2.02% | 2.96% | Q3 2014 | Q2 2015 | 4 |
Bogart Wealth, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.06% | 0.11% | 0.16% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Western Financial Corp/CA | 4 | 4 | 0.44% | 0.48% | 0.54% | Q4 2022 | Q3 2023 | 4 |
LBA Wealth Management, LLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q3 2015 | Q4 2016 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Eudaimonia Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.04% | 0.12% | Q4 2022 | Q3 2023 | 4 |
FNY Investment Advisers, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2020 | 4 |
Concourse Capital Management, LLC | 3 | 3 | 0.43% | 1.22% | 1.87% | Q2 2018 | Q4 2018 | 4 |
HOWARD HUGHES MEDICAL INSTITUTE | 4 | 4 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q1 2014 | 4 |
CLEARBRIDGE, LLC | 4 | 4 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2018 | 4 |
Lowe Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Sunbelt Securities, Inc. | 3 | 1 | 0.01% | 0.05% | 0.16% | Q4 2016 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Wallace Advisory Group, LLC | 4 | 4 | 0.16% | 0.19% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Mosaic Family Wealth, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
Foundations Investment Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.03% | 0.11% | 0.20% | Q4 2021 | Q1 2023 | 4 |
Legacy Wealth Partners, Inc. | 4 | 4 | 0.44% | 0.65% | 0.76% | Q3 2020 | Q2 2021 | 4 |
Standard Family Office LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2022 | 4 |
One Wealth Advisors, LLC | 2 | 1 | 0.01% | 0.13% | 0.21% | Q3 2018 | Q4 2022 | 4 |
Strategic Global Advisors, LLC | 2 | 2 | 0.04% | 0.22% | 0.33% | Q2 2020 | Q3 2023 | 4 |
Bridgefront Capital, LLC | 2 | 1 | 0.14% | 0.26% | 0.38% | Q1 2021 | Q2 2023 | 4 |
PrairieView Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 4 | 4 | 0.27% | 0.30% | 0.34% | Q2 2020 | Q1 2021 | 4 |
Smead Capital Management, Inc. | 4 | 4 | 0.93% | 0.96% | 1.04% | Q2 2020 | Q1 2021 | 4 |
United Asset Strategies, Inc. | 4 | 4 | 0.17% | 0.19% | 0.20% | Q2 2022 | Q1 2023 | 4 |
AFFINITY INVESTMENT ADVISORS, LLC | 4 | 4 | 0.20% | 0.34% | 0.52% | Q4 2022 | Q3 2023 | 4 |
TriaGen Wealth Management LLC | 3 | 1 | 0.14% | 0.82% | 1.13% | Q2 2021 | Q1 2023 | 4 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 4 | 4 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q4 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2021 | 4 |
SANDLER CAPITAL MANAGEMENT | 2 | 1 | 0.32% | 0.52% | 0.78% | Q4 2014 | Q1 2022 | 4 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 1 | 0.02% | 0.14% | 0.40% | Q3 2021 | Q3 2023 | 4 |
Main Street Financial Solutions, LLC | 4 | 4 | 0.06% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q2 2019 | 4 |
KWMG, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2019 | 4 |
Psagot Value Holdings Ltd. / (Israel) | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Assured Investment Management LLC | 2 | 1 | 0.00% | 0.12% | 0.36% | Q4 2015 | Q1 2019 | 4 |
Ausdal Financial Partners, Inc. | 3 | 1 | 0.02% | 0.07% | 0.09% | Q4 2015 | Q1 2020 | 4 |
Polaris Wealth Advisory Group, LLC | 2 | 1 | 0.03% | 0.22% | 0.31% | Q1 2019 | Q3 2020 | 4 |
IVORY INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.04% | 0.08% | 0.11% | Q2 2013 | Q1 2014 | 4 |
Investment Management Corp of Ontario | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Brand Asset Management Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
AXXCESS WEALTH MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.02% | 0.46% | 0.98% | Q4 2022 | Q3 2023 | 4 |
Manifold Partners, LLC | 4 | 4 | 0.30% | 0.48% | 0.72% | Q3 2015 | Q2 2016 | 4 |
RPG Investment Advisory, LLC | 3 | 1 | 0.00% | 0.02% | 0.09% | Q4 2015 | Q4 2017 | 4 |
NEW ENGLAND SECURITIES CORP /MA/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 4 |
MERITAGE PORTFOLIO MANAGEMENT | 3 | 1 | 0.54% | 0.62% | 0.71% | Q2 2018 | Q2 2023 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.00% | 0.11% | 0.25% | Q2 2013 | Q1 2014 | 4 |
Banco de Sabadell, S.A | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2020 | 4 |
BIRINYI ASSOCIATES INC | 2 | 2 | 0.15% | 0.27% | 0.33% | Q2 2019 | Q3 2020 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 4 |
Axiom Investment Management LLC | 4 | 4 | 0.07% | 0.13% | 0.18% | Q4 2018 | Q3 2019 | 4 |
Ancora Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 4 |
ALERUS FINANCIAL NA | 2 | 2 | 0.31% | 0.38% | 0.44% | Q1 2022 | Q3 2023 | 4 |
Bedel Financial Consulting, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
GREAT VALLEY ADVISOR GROUP, INC. | 3 | 1 | 0.02% | 0.03% | 0.08% | Q2 2019 | Q3 2023 | 4 |
HHM Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Acorn Advisory Capital L.P. | 4 | 4 | 0.73% | 1.02% | 1.21% | Q4 2018 | Q3 2019 | 4 |
Magellan Asset Management Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Turtle Creek Asset Management | 4 | 4 | 0.05% | 0.08% | 0.12% | Q3 2020 | Q2 2021 | 4 |
Princeton Alpha Management LP | 3 | 1 | 0.08% | 0.24% | 0.39% | Q1 2014 | Q3 2015 | 4 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 4 | 4 | 1.00% | 1.29% | 1.49% | Q4 2018 | Q3 2019 | 4 |
Andrew Hill Investment Advisors, Inc. | 4 | 4 | 1.20% | 2.53% | 4.23% | Q4 2021 | Q3 2022 | 4 |
WESPAC Advisors, LLC | 2 | 2 | 0.18% | 0.20% | 0.24% | Q4 2020 | Q4 2021 | 4 |
THREADGILL FINANCIAL, LLC | 3 | 1 | 0.45% | 2.63% | 4.40% | Q4 2021 | Q3 2023 | 4 |
Kingfisher Capital LLC | 4 | 4 | 0.33% | 0.44% | 0.53% | Q1 2019 | Q4 2019 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Alliance Wealth Advisors, LLC /UT | 4 | 4 | 0.10% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
InterOcean Capital Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
TLP GROUP LLC | 2 | 1 | 0.00% | 0.10% | 0.40% | Q2 2016 | Q3 2018 | 4 |
Jabre Capital Partners S.A. | 4 | 4 | 0.03% | 0.06% | 0.11% | Q4 2017 | Q3 2018 | 4 |
Beck Bode, LLC | 2 | 2 | 0.06% | 0.18% | 0.38% | Q1 2022 | Q1 2023 | 4 |
SeaTown Holdings Pte. Ltd. | 2 | 1 | 0.74% | 1.56% | 2.46% | Q3 2019 | Q3 2023 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 4 |
Petrus Trust Company, LTA | 3 | 1 | 0.04% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 4 |
Accurate Wealth Management, LLC | 4 | 4 | 0.02% | 0.12% | 0.20% | Q4 2022 | Q3 2023 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 3 | 1 | 0.46% | 0.52% | 0.60% | Q2 2015 | Q2 2017 | 4 |
Principal Street Partners, LLC | 4 | 4 | 0.16% | 0.24% | 0.35% | Q1 2019 | Q4 2019 | 4 |
COURIER CAPITAL LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q2 2023 | 4 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 4 |
Next Capital Management LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2019 | 4 |
Cupps Capital Management, LLC | 4 | 4 | 0.10% | 0.57% | 0.98% | Q4 2015 | Q3 2016 | 4 |
MANE GLOBAL CAPITAL MANAGEMENT LP | 3 | 1 | 2.57% | 5.23% | 6.58% | Q4 2021 | Q2 2023 | 4 |
Mandatum Life Insurance Co Ltd | 4 | 4 | 0.42% | 0.48% | 0.55% | Q4 2015 | Q3 2016 | 4 |
CWS Financial Advisors, LLC | 3 | 1 | 0.12% | 0.12% | 0.14% | Q4 2020 | Q4 2022 | 4 |
F/M Investments LLC | 2 | 2 | 0.16% | 1.39% | 1.95% | Q3 2021 | Q2 2023 | 4 |
Weaver C. Barksdale & Associates, Inc. | 4 | 4 | 1.81% | 2.06% | 2.22% | Q2 2015 | Q1 2016 | 4 |
Nine Chapters Capital Management LLC | 4 | 4 | 0.06% | 0.17% | 0.22% | Q2 2014 | Q1 2015 | 4 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2017 | 4 |
DARK FOREST CAPITAL MANAGEMENT LP | 4 | 4 | 0.01% | 0.05% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Bluefin Trading, LLC | 1 | 1 | 0.00% | 0.14% | 0.42% | Q3 2014 | Q3 2019 | 4 |
Owl Creek Asset Management, L.P. | 4 | 4 | 0.86% | 1.34% | 2.27% | Q1 2018 | Q4 2018 | 4 |
Melvin Capital Management LP | 2 | 1 | 0.14% | 1.83% | 3.03% | Q1 2015 | Q1 2020 | 4 |
Graham Capital Management, L.P. | 3 | 1 | 0.02% | 0.05% | 0.10% | Q1 2022 | Q1 2023 | 4 |
Granite Investment Advisors, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q3 2019 | Q2 2020 | 4 |
Polar Asset Management Partners Inc. | 2 | 1 | 0.00% | 0.02% | 0.08% | Q1 2020 | Q4 2021 | 4 |
Sands Capital Management | 4 | 4 | 1.44% | 2.06% | 2.50% | Q2 2013 | Q1 2014 | 4 |
BRC Investment Management LLC | 4 | 4 | 0.11% | 0.11% | 0.12% | Q4 2015 | Q3 2016 | 4 |
REYNOLDS CAPITAL MANAGEMENT LLC | 2 | 1 | 0.24% | 0.29% | 0.33% | Q2 2013 | Q4 2015 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GENERAL ELECTRIC CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
ROMAN BUTLER FULLERTON & CO | 2 | 2 | 0.39% | 0.49% | 0.63% | Q1 2019 | Q1 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
NINE MASTS CAPITAL Ltd | 2 | 2 | 0.01% | 0.06% | 0.16% | Q3 2019 | Q4 2019 | 4 |
Bronson Point Management LLC | 2 | 1 | 0.39% | 0.88% | 1.46% | Q1 2015 | Q1 2021 | 4 |
Meristem Family Wealth, LLC | 4 | 4 | 0.04% | 0.04% | 0.06% | Q2 2021 | Q1 2022 | 4 |
Ilmarinen Mutual Pension Insurance Co | 4 | 4 | 0.04% | 0.09% | 0.15% | Q4 2019 | Q3 2020 | 4 |
Atom Investors LP | 2 | 1 | 0.02% | 0.08% | 0.16% | Q1 2019 | Q4 2022 | 4 |
Palo Capital, Inc. | 4 | 4 | 0.18% | 0.20% | 0.24% | Q3 2016 | Q2 2017 | 4 |
MUFG Securities EMEA plc | 2 | 2 | 0.00% | 0.05% | 0.11% | Q2 2018 | Q1 2020 | 4 |
Daiwa SB Investments Ltd. | 4 | 4 | 0.20% | 0.21% | 0.23% | Q2 2018 | Q1 2019 | 4 |
Convergence Investment Partners, LLC | 2 | 1 | 0.00% | 0.12% | 0.20% | Q1 2018 | Q1 2023 | 4 |
Platform Technology Partners | 4 | 4 | 0.15% | 0.19% | 0.21% | Q4 2019 | Q3 2020 | 4 |
SYMPHONY ASSET MANAGEMENT LLC | 3 | 1 | 0.06% | 0.09% | 0.14% | Q1 2016 | Q2 2017 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 4 |
AMERICAN NATIONAL BANK | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 4 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
GUARDIAN CAPITAL ADVISORS LP | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q2 2019 | 4 |
Symmetry Investments LP | 2 | 1 | 0.06% | 0.62% | 1.29% | Q2 2021 | Q3 2023 | 4 |
Spark Investment Management LLC | 2 | 1 | 0.16% | 0.33% | 0.44% | Q3 2015 | Q1 2018 | 4 |
Dean Capital Management | 4 | 4 | 0.43% | 0.54% | 0.62% | Q1 2020 | Q4 2020 | 4 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.01% | 0.03% | 0.06% | Q2 2016 | Q1 2019 | 4 |
FLAGSHIP HARBOR ADVISORS, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2020 | 4 |
Carmignac Gestion | 4 | 4 | 0.00% | 1.03% | 1.61% | Q1 2021 | Q4 2021 | 4 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 2 | 1 | 0.17% | 4.91% | 18.33% | Q2 2017 | Q3 2020 | 4 |
Lifestyle Asset Management, Inc. | 4 | 4 | 0.54% | 0.68% | 0.81% | Q4 2022 | Q3 2023 | 4 |
RPg Family Wealth Advisory, LLC | 4 | 4 | 1.38% | 1.86% | 2.28% | Q3 2022 | Q2 2023 | 4 |
Terra Nova Asset Management LLC | 4 | 4 | 0.58% | 1.13% | 1.40% | Q4 2016 | Q3 2017 | 4 |
Crystal Rock Capital Management | 4 | 4 | 1.36% | 2.58% | 3.47% | Q2 2013 | Q1 2014 | 4 |
CFO4Life Group, LLC | 4 | 4 | 0.11% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 2 | 2 | 0.03% | 0.09% | 0.15% | Q1 2017 | Q2 2017 | 4 |
U.S. Capital Wealth Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 4 |
Bell Rock Capital LLC | 3 | 1 | 0.01% | 0.22% | 0.82% | Q2 2019 | Q3 2020 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ALETHEA CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.16% | 0.27% | 0.36% | Q1 2019 | Q4 2019 | 4 |
Park Place Capital Corp | 4 | 4 | 0.03% | 0.04% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.32% | 0.73% | 0.95% | Q4 2022 | Q3 2023 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 0.06% | 0.08% | 0.15% | Q4 2022 | Q3 2023 | 4 |
CARRET ASSET MANAGEMENT, LLC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Invictus RG Pte. Ltd. | 4 | 4 | 0.01% | 0.05% | 0.13% | Q4 2014 | Q3 2015 | 4 |
FINANCIAL COUNSELORS INC | 3 | 1 | 0.03% | 0.06% | 0.07% | Q2 2016 | Q2 2017 | 4 |
QUALCOMM INC/DE | 4 | 4 | 0.92% | 1.32% | 1.71% | Q3 2015 | Q2 2016 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.52% | 0.56% | 0.61% | Q4 2022 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Schear Investment Advisers, LLC | 4 | 4 | 1.04% | 1.16% | 1.28% | Q4 2022 | Q3 2023 | 4 |
OARSMAN CAPITAL, INC. | 3 | 3 | 0.15% | 0.40% | 0.59% | Q1 2023 | Q3 2023 | 3 |
Sequoia Financial Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 1 | 1 | 0.56% | 0.78% | 0.99% | Q4 2018 | Q1 2022 | 3 |
Gupta Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
Otter Creek Advisors, LLC | 1 | 1 | 0.90% | 1.05% | 1.19% | Q2 2016 | Q2 2019 | 3 |
US FINANCIAL ADVISORS, LLC | 3 | 3 | 0.02% | 0.04% | 0.06% | Q3 2015 | Q1 2016 | 3 |
Atika Capital Management LLC | 1 | 1 | 1.47% | 2.31% | 3.05% | Q4 2015 | Q2 2022 | 3 |
Permanens Capital L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2018 | 3 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2023 | 3 |
Perpetual Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Jackson, Grant Investment Advisers, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Starfire Investment Advisers, Inc. | 3 | 3 | 0.12% | 0.15% | 0.16% | Q1 2019 | Q3 2019 | 3 |
Invictus RG | 1 | 1 | 0.19% | 1.02% | 2.20% | Q2 2017 | Q1 2019 | 3 |
ALBION FINANCIAL GROUP /UT | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
SVA Wealth Management, LLC | 3 | 3 | 0.10% | 0.13% | 0.16% | Q1 2019 | Q3 2019 | 3 |
CAPE COD FIVE CENTS SAVINGS BANK | 3 | 3 | 0.19% | 0.19% | 0.21% | Q1 2017 | Q3 2017 | 3 |
Folger Hill Asset Management LP | 2 | 1 | 0.27% | 0.64% | 1.37% | Q4 2015 | Q1 2018 | 3 |
Canal Capital Management, LLC | 2 | 1 | 0.05% | 0.27% | 0.39% | Q1 2020 | Q1 2023 | 3 |
Blackhawk Capital Partners LLC. | 3 | 3 | 0.70% | 0.79% | 0.93% | Q4 2017 | Q2 2018 | 3 |
Roystone Capital Management LP | 3 | 3 | 2.09% | 2.92% | 3.68% | Q4 2017 | Q2 2018 | 3 |
Edmonds Duncan Registered Investment Advisors, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q3 2022 | Q1 2023 | 3 |
Index Management Solutions, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2015 | 3 |
Keane Capital Partners, LLC | 3 | 3 | 3.18% | 3.93% | 5.10% | Q1 2016 | Q3 2016 | 3 |
Cerebellum GP, LLC | 3 | 3 | 0.02% | 0.17% | 0.30% | Q4 2018 | Q2 2019 | 3 |
Willingdon Wealth Management | 3 | 3 | 0.83% | 0.88% | 0.91% | Q3 2019 | Q1 2020 | 3 |
Bell Asset Management Ltd | 3 | 3 | 1.03% | 1.34% | 1.71% | Q4 2019 | Q2 2020 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q1 2017 | 3 |
Kerrisdale Advisers, LLC | 2 | 1 | 2.06% | 2.38% | 2.64% | Q4 2019 | Q1 2021 | 3 |
First Bank & Trust | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Stormborn Capital Management, LLC | 2 | 1 | 3.41% | 4.23% | 5.18% | Q2 2018 | Q2 2022 | 3 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2021 | 3 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.69% | 1.85% | 3.52% | Q4 2016 | Q4 2018 | 3 |
Courant Investment Management LLC | 3 | 3 | 0.64% | 0.72% | 0.84% | Q1 2018 | Q3 2018 | 3 |
DSAM Partners (London) Ltd | 2 | 2 | 1.83% | 3.94% | 5.81% | Q3 2016 | Q4 2016 | 3 |
Summit Global Investments | 3 | 3 | 0.08% | 0.09% | 0.12% | Q1 2023 | Q3 2023 | 3 |
CAMG Solamere Management, LLC | 3 | 3 | 0.12% | 0.15% | 0.18% | Q1 2020 | Q3 2020 | 3 |
VALLEY WEALTH MANAGERS, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Ninepoint Partners LP | 3 | 3 | 0.06% | 0.06% | 0.07% | Q3 2022 | Q1 2023 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Strategic Wealth Partners, Ltd. | 3 | 3 | 0.00% | 0.13% | 0.39% | Q1 2019 | Q3 2019 | 3 |
Waratah Capital Advisors Ltd. | 2 | 1 | 0.03% | 0.54% | 1.33% | Q3 2018 | Q2 2019 | 3 |
SeaCrest Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Front Row Advisors LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 3 |
Clarus Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 3 |
British Airways Pensions Investment Management Ltd | 3 | 3 | 0.18% | 0.41% | 0.54% | Q3 2015 | Q1 2016 | 3 |
Independence Bank of Kentucky | 2 | 1 | 0.00% | 0.12% | 0.22% | Q1 2018 | Q3 2023 | 3 |
Athanor Capital, LP | 3 | 3 | 0.11% | 0.40% | 0.55% | Q1 2019 | Q3 2019 | 3 |
Redhawk Wealth Advisors, Inc. | 2 | 1 | 0.04% | 0.20% | 0.29% | Q2 2019 | Q2 2023 | 3 |
MANA Advisors LLC | 1 | 1 | 0.32% | 1.92% | 4.01% | Q4 2017 | Q4 2019 | 3 |
Spectrum Management Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2019 | 3 |
Price Wealth, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 3 |
Avondale Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
FDO Partners, LLC | 3 | 3 | 0.68% | 0.74% | 0.79% | Q2 2017 | Q4 2017 | 3 |
WELD CAPITAL MANAGEMENT LLC | 3 | 3 | 0.08% | 0.25% | 0.37% | Q1 2019 | Q3 2019 | 3 |
Gerstein Fisher | 2 | 1 | 0.08% | 0.10% | 0.13% | Q2 2013 | Q3 2016 | 3 |
DUALITY ADVISERS, LP | 2 | 1 | 0.07% | 0.18% | 0.38% | Q2 2022 | Q1 2023 | 3 |
Bullseye Asset Management LLC | 3 | 3 | 1.34% | 1.38% | 1.43% | Q2 2020 | Q4 2020 | 3 |
BHF Kleinwort Benson Group S.A. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q1 2016 | 3 |
Cooper Financial Group | 3 | 3 | 0.12% | 0.12% | 0.14% | Q4 2022 | Q2 2023 | 3 |
Selective Wealth Management, Inc. | 3 | 3 | 0.00% | 0.03% | 0.05% | Q1 2022 | Q3 2022 | 3 |
Kavar Capital Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2019 | 3 |
Leucadia National | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Kore Private Wealth LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 3 |
TimeScale Financial, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 3 |
STAMINA CAPITAL MANAGEMENT LP | 3 | 3 | 0.37% | 2.33% | 6.17% | Q4 2019 | Q2 2020 | 3 |
Accuvest Global Advisors | 2 | 1 | 0.28% | 0.67% | 1.32% | Q1 2019 | Q3 2021 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Origin Asset Management LLP | 3 | 3 | 0.23% | 0.31% | 0.39% | Q4 2018 | Q2 2019 | 3 |
NICOLET ADVISORY SERVICES, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Stony Point Capital LLC | 3 | 3 | 2.83% | 3.68% | 4.33% | Q4 2021 | Q2 2022 | 3 |
Kehrs Ridge Capital,LLC | 2 | 1 | 1.27% | 2.11% | 2.93% | Q1 2021 | Q1 2022 | 3 |
Realta Investment Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Atreides Management, LP | 3 | 3 | 1.68% | 2.71% | 3.46% | Q4 2019 | Q2 2020 | 3 |
TRADITION ASSET MANAGEMENT LLC | 3 | 3 | 0.16% | 0.22% | 0.25% | Q4 2019 | Q2 2020 | 3 |
Elm Ridge Management, LLC | 3 | 3 | 1.18% | 1.22% | 1.30% | Q2 2013 | Q4 2013 | 3 |
Savant Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
MIK Capital, LP | 1 | 1 | 0.93% | 2.55% | 3.43% | Q1 2020 | Q3 2021 | 3 |
Hutchin Hill Capital, LP | 3 | 3 | 0.11% | 0.16% | 0.20% | Q4 2016 | Q2 2017 | 3 |
Meeder Advisory Services, Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 3 |
361 CAPITAL LLC | 3 | 3 | 0.17% | 0.33% | 0.60% | Q3 2016 | Q1 2017 | 3 |
Avalon Trust Co | 3 | 3 | 1.34% | 1.49% | 1.74% | Q1 2023 | Q3 2023 | 3 |
PFG Private Wealth Management, LLC | 2 | 1 | 0.00% | 0.05% | 0.08% | Q3 2021 | Q3 2023 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Northwest Bancshares, Inc. | 2 | 1 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q1 2023 | 3 |
Aurora Private Wealth, Inc. | 3 | 3 | 0.32% | 0.38% | 0.42% | Q1 2023 | Q3 2023 | 3 |
Elevated Capital Advisors, LLC | 1 | 1 | 0.40% | 0.43% | 0.46% | Q3 2021 | Q3 2022 | 3 |
Summit Wealth Group, LLC | 2 | 1 | 0.00% | 0.04% | 0.06% | Q1 2021 | Q1 2023 | 3 |
IMA Wealth, Inc. | 3 | 3 | 0.01% | 0.32% | 0.54% | Q3 2019 | Q1 2020 | 3 |
Private Harbour Investment Management & Counsel, LLC | 3 | 3 | 0.86% | 0.89% | 0.91% | Q3 2017 | Q1 2018 | 3 |
Consolidated Planning Corp | 3 | 3 | 0.30% | 0.36% | 0.42% | Q4 2022 | Q2 2023 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Davidson Capital Management Inc. | 3 | 3 | 0.00% | 0.12% | 0.37% | Q4 2019 | Q2 2020 | 3 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2021 | 3 |
GTS SECURITIES LLC | 1 | 1 | 0.01% | 0.04% | 0.06% | Q3 2023 | Q3 2023 | 3 |
KSA CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.78% | 1.89% | 3.48% | Q3 2017 | Q4 2017 | 3 |
XTX Topco Ltd | 2 | 1 | 0.07% | 0.18% | 0.32% | Q4 2021 | Q1 2023 | 3 |
Jump Financial, LLC | 1 | 1 | 0.01% | 0.05% | 0.12% | Q3 2020 | Q1 2023 | 3 |
Accel Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Clearview Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
HL FINANCIAL SERVICES LLC | 2 | 1 | 0.06% | 0.06% | 0.07% | Q1 2017 | Q1 2019 | 3 |
ARGENT TRUST Co | 3 | 3 | 0.07% | 0.08% | 0.09% | Q3 2017 | Q1 2018 | 3 |
Alcosta Capital Management, Inc. | 3 | 3 | 2.58% | 2.95% | 3.25% | Q3 2022 | Q1 2023 | 3 |
Destiny Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
CATAPULT CAPITAL MANAGEMENT LLC | 3 | 3 | 0.09% | 0.35% | 0.78% | Q4 2013 | Q2 2014 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Sonora Investment Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 3 |
K.J. Harrison & Partners Inc | 2 | 1 | 0.08% | 0.12% | 0.17% | Q3 2019 | Q2 2022 | 3 |
Credo Capital Management, LLC | 3 | 3 | 1.12% | 1.50% | 2.12% | Q2 2013 | Q4 2013 | 3 |
Benedetti & Gucer, Inc. | 3 | 3 | 0.23% | 0.25% | 0.29% | Q3 2022 | Q1 2023 | 3 |
Regency Capital Management Inc.\DE | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Y.D. More Investments Ltd | 3 | 3 | 0.04% | 0.37% | 0.61% | Q1 2023 | Q3 2023 | 3 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.04% | 0.09% | Q4 2013 | Q1 2017 | 3 |
TradeLink Global Equity LLC | 3 | 3 | 0.08% | 0.10% | 0.12% | Q1 2014 | Q3 2014 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q1 2022 | 3 |
Choate Investment Advisors | 3 | 3 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q4 2021 | 3 |
READYSTATE ASSET MANAGEMENT LP | 1 | 1 | 0.02% | 0.03% | 0.06% | Q3 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
HHR Asset Management, LLC | 3 | 3 | 0.98% | 1.49% | 1.76% | Q1 2019 | Q3 2019 | 3 |
Marquette Asset Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2019 | Q3 2019 | 3 |
Wedmont Private Capital | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 3 |
Peterson Wealth Services | 3 | 3 | 1.03% | 1.17% | 1.29% | Q1 2023 | Q3 2023 | 3 |
Arlington Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
APEX CAPITAL, LLC | 2 | 2 | 0.98% | 1.19% | 1.33% | Q2 2013 | Q3 2013 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.06% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Empirical Asset Management, LLC | 2 | 1 | 0.21% | 0.48% | 0.61% | Q4 2021 | Q3 2023 | 3 |
Triasima Portfolio Management inc. | 3 | 3 | 0.02% | 0.18% | 0.46% | Q4 2022 | Q2 2023 | 3 |
Tevis Investment Management | 3 | 3 | 0.25% | 0.27% | 0.30% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.07% | 0.36% | 0.83% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.18% | 0.22% | 0.29% | Q1 2023 | Q3 2023 | 3 |
Trivant Custom Portfolio Group, LLC | 3 | 3 | 1.54% | 1.71% | 1.84% | Q1 2023 | Q3 2023 | 3 |
Rappaport Reiches Capital Management, LLC | 3 | 3 | 0.15% | 0.18% | 0.22% | Q1 2023 | Q3 2023 | 3 |
MENTA CAPITAL LLC | 3 | 3 | 0.10% | 0.28% | 0.38% | Q2 2016 | Q4 2016 | 3 |
MYCIO WEALTH PARTNERS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
Marathon Partners Equity Management, LLC | 3 | 3 | 1.92% | 2.21% | 2.57% | Q4 2017 | Q2 2018 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2015 | 3 |
Advisors Capital Management, LLC | 3 | 3 | 0.08% | 0.17% | 0.34% | Q1 2023 | Q3 2023 | 3 |
Hodges Capital Management Inc. | 3 | 3 | 0.22% | 0.23% | 0.23% | Q1 2015 | Q3 2015 | 3 |
HighVista Strategies LLC | 3 | 3 | 1.28% | 1.61% | 1.97% | Q2 2013 | Q4 2013 | 3 |
CAPITAL ONE, NATIONAL ASSOCIATION | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q2 2018 | 3 |
FARMERS TRUST CO | 3 | 3 | 0.50% | 0.66% | 0.77% | Q1 2020 | Q3 2020 | 3 |
Mondrian Investment Partners LTD | 3 | 3 | 0.80% | 1.02% | 1.17% | Q1 2021 | Q3 2021 | 3 |
Pier Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 3 |
Laffer Tengler Investments, Inc. | 3 | 3 | 0.06% | 0.08% | 0.12% | Q2 2020 | Q4 2020 | 3 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Pensionfund DSM Netherlands | 2 | 1 | 0.04% | 0.19% | 0.48% | Q1 2017 | Q4 2021 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 2 | 1 | 0.04% | 0.05% | 0.05% | Q1 2014 | Q4 2014 | 3 |
DIKER MANAGEMENT LLC | 3 | 3 | 0.16% | 0.31% | 0.58% | Q4 2013 | Q2 2014 | 3 |
DELTEC ASSET MANAGEMENT LLC | 1 | 1 | 0.18% | 0.47% | 0.95% | Q4 2013 | Q3 2023 | 3 |
WHITTIER TRUST CO OF NEVADA INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
CENTRAL BANK & TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Leonard Green & Partners, L.P. | 2 | 2 | 0.06% | 0.45% | 1.19% | Q1 2021 | Q2 2021 | 3 |
BAIRD ROBERT W & CO INC /WI/ | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2015 | 3 |
HIGHLAND CAPITAL MANAGEMENT LP | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2018 | 3 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 2 | 1 | 0.19% | 0.30% | 0.48% | Q3 2013 | Q4 2019 | 3 |
THORNBURG INVESTMENT MANAGEMENT INC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2014 | Q3 2014 | 3 |
VAN DEN BERG MANAGEMENT I, INC | 3 | 3 | 1.52% | 1.68% | 1.80% | Q1 2020 | Q3 2020 | 3 |
VESTOR CAPITAL, LLC | 3 | 3 | 0.36% | 0.40% | 0.44% | Q3 2022 | Q1 2023 | 3 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 1 | 0.05% | 0.09% | 0.17% | Q1 2018 | Q2 2019 | 3 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 3 | 3 | 0.08% | 0.08% | 0.09% | Q3 2014 | Q1 2015 | 3 |
CONNORS INVESTOR SERVICES INC | 3 | 3 | 0.22% | 0.23% | 0.23% | Q1 2021 | Q3 2021 | 3 |
Grisanti Capital Management LLC | 3 | 3 | 1.42% | 1.93% | 2.42% | Q4 2018 | Q2 2019 | 3 |
ADVENT CAPITAL MANAGEMENT /DE/ | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2023 | 3 |
FIRST FOUNDATION ADVISORS | 2 | 1 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 3 |
SCOGGIN MANAGEMENT LP | 2 | 2 | 0.86% | 1.37% | 1.74% | Q3 2019 | Q4 2019 | 3 |
ANALYTIC INVESTORS, LLC | 2 | 1 | 0.01% | 0.05% | 0.09% | Q2 2015 | Q3 2016 | 3 |
JAG CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.81% | 1.42% | 1.91% | Q3 2015 | Q2 2019 | 3 |
GW HENSSLER & ASSOCIATES LTD | 2 | 1 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q1 2021 | 3 |
BB&T INVESTMENT SERVICES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
EVERMAY WEALTH MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 3 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2022 | 3 |
Arlington Capital Management, Inc. | 3 | 3 | 5.55% | 6.02% | 6.46% | Q4 2014 | Q2 2015 | 3 |
Ruggie Capital Group | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2018 | 3 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Price Capital Management, Inc. | 1 | 1 | 0.45% | 0.69% | 1.00% | Q1 2015 | Q2 2019 | 3 |
AlphaStar Capital Management, LLC | 3 | 3 | 0.05% | 0.13% | 0.19% | Q1 2023 | Q3 2023 | 3 |
YorkBridge Wealth Partners, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q3 2022 | Q4 2022 | 2 |
BAR HARBOR WEALTH MANAGEMENT | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
James Hambro & Partners | 2 | 2 | 0.10% | 0.11% | 0.11% | Q4 2018 | Q1 2019 | 2 |
BLOOM TREE PARTNERS, LLC | 2 | 2 | 2.70% | 2.84% | 2.98% | Q3 2013 | Q4 2013 | 2 |
Tempus Wealth Planning, LLC | 2 | 2 | 0.15% | 0.21% | 0.26% | Q3 2022 | Q4 2022 | 2 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2017 | 2 |
OVERSEA-CHINESE BANKING Corp Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Winthrop Advisory Group LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2018 | Q1 2019 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Destination Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
West Family Investments, Inc. | 2 | 2 | 0.79% | 0.90% | 1.01% | Q4 2020 | Q1 2021 | 2 |
Investidor Profissional Gestao de Recursos Ltda. | 2 | 2 | 1.60% | 2.30% | 3.01% | Q3 2019 | Q4 2019 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 2 |
First Heartland Consultants, Inc. | 1 | 1 | 0.06% | 0.07% | 0.08% | Q3 2016 | Q1 2019 | 2 |
PINNACLE ASSOCIATES LTD | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Jackson Creek Investment Advisors LLC | 2 | 2 | 0.21% | 0.22% | 0.23% | Q4 2022 | Q1 2023 | 2 |
Washington Trust Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Carmel Capital Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BAILARD, INC. | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Mutual Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
U S GLOBAL INVESTORS INC | 2 | 2 | 0.18% | 0.22% | 0.26% | Q2 2015 | Q3 2015 | 2 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 2 |
CANANDAIGUA NATIONAL CORP | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q4 2022 | 2 |
Mechanics Bank Trust Department | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q4 2019 | 2 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2018 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 0.15% | 0.16% | 0.18% | Q2 2023 | Q3 2023 | 2 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q1 2019 | Q2 2019 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.14% | 0.48% | 0.83% | Q1 2023 | Q2 2023 | 2 |
CarsonAllaria Wealth Management, Ltd. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
AFTON CAPITAL MANAGEMENT LLC | 2 | 2 | 3.08% | 3.20% | 3.31% | Q3 2014 | Q4 2014 | 2 |
Tuscan Ridge Asset Management LLC | 1 | 1 | 0.04% | 0.06% | 0.09% | Q3 2019 | Q3 2019 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2020 | Q1 2021 | 2 |
KING STREET CAPITAL MANAGEMENT, L.P. | 1 | 1 | 0.30% | 0.35% | 0.40% | Q2 2021 | Q1 2022 | 2 |
REGENTATLANTIC CAPITAL LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Marble Harbor Investment Counsel, LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q1 2019 | Q1 2023 | 2 |
COMERICA SECURITIES INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q4 2018 | 2 |
New England Research & Management, Inc. | 2 | 2 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q1 2022 | 2 |
Concentric Capital Strategies, LP | 1 | 1 | 0.13% | 0.33% | 0.52% | Q2 2022 | Q4 2022 | 2 |
M.D. Sass, Inc. | 2 | 2 | 1.17% | 1.94% | 2.71% | Q1 2018 | Q2 2018 | 2 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 2 |
Haafor (Singapore) Pte. Ltd. | 2 | 2 | 0.77% | 1.19% | 1.62% | Q1 2020 | Q2 2020 | 2 |
CIM INVESTMENT MANAGEMENT INC | 2 | 2 | 0.13% | 0.17% | 0.21% | Q2 2018 | Q3 2018 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 2 |
HARBERT FUND ADVISORS, INC. | 1 | 1 | 0.51% | 0.64% | 0.77% | Q1 2021 | Q3 2021 | 2 |
Jessup Wealth Management, Inc | 2 | 2 | 4.48% | 4.72% | 4.95% | Q4 2022 | Q1 2023 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2017 | Q4 2017 | 2 |
Granite Point Capital Management, L.P. | 2 | 2 | 0.10% | 0.13% | 0.15% | Q2 2018 | Q3 2018 | 2 |
FinTrust Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
LEUTHOLD GROUP, LLC | 2 | 2 | 0.52% | 0.57% | 0.63% | Q1 2023 | Q2 2023 | 2 |
Ascent Wealth Partners, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q3 2019 | Q4 2019 | 2 |
MRP Capital Investments, LLC | 2 | 2 | 0.42% | 0.80% | 1.17% | Q2 2023 | Q3 2023 | 2 |
LGT Financial Advisors LLC | 1 | 1 | 0.16% | 0.29% | 0.42% | Q4 2022 | Q3 2023 | 2 |
SIGMA CAPITAL MANAGEMENT LLC | 2 | 2 | 0.49% | 1.05% | 1.62% | Q4 2013 | Q1 2014 | 2 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Quarry LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
FolioMetrix LLC | 2 | 2 | 0.18% | 0.19% | 0.21% | Q1 2015 | Q2 2015 | 2 |
Tarbox Family Office, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Cassady Schiller Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2016 | Q3 2016 | 2 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
ASCEND CAPITAL, LLC | 1 | 1 | 0.90% | 1.02% | 1.15% | Q1 2015 | Q2 2018 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Lighthouse Investment Partners, LLC | 2 | 2 | 0.54% | 0.88% | 1.22% | Q2 2023 | Q3 2023 | 2 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.03% | 0.21% | 0.38% | Q3 2018 | Q4 2021 | 2 |
OKABENA INVESTMENT SERVICES INC | 2 | 2 | 0.02% | 0.12% | 0.22% | Q3 2022 | Q4 2022 | 2 |
Melqart Asset Management (UK) Ltd | 2 | 2 | 0.06% | 0.14% | 0.21% | Q4 2020 | Q1 2021 | 2 |
Atlas Wealth Partners, LLC | 2 | 2 | 1.60% | 1.65% | 1.71% | Q4 2022 | Q1 2023 | 2 |
CAMPBELL CAPITAL MANAGEMENT INC | 1 | 1 | 0.93% | 1.05% | 1.16% | Q4 2019 | Q2 2023 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2019 | 2 |
West Tower Group, LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.02% | 0.04% | 0.07% | Q2 2016 | Q3 2018 | 2 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 2 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2018 | Q4 2018 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
LBP AM SA | 2 | 2 | 0.05% | 0.06% | 0.08% | Q2 2023 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
FormulaFolio Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Canton Hathaway, LLC | 1 | 1 | 0.00% | 0.03% | 0.05% | Q3 2020 | Q1 2021 | 2 |
Fisher Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
BlueDrive Global Investors LLP | 2 | 2 | 3.16% | 5.73% | 8.29% | Q4 2019 | Q1 2020 | 2 |
Kelman-Lazarov, Inc. | 2 | 2 | 0.12% | 0.13% | 0.14% | Q3 2017 | Q4 2017 | 2 |
Legacy Capital Group California, Inc. | 2 | 2 | 0.77% | 0.77% | 0.78% | Q1 2023 | Q2 2023 | 2 |
J.P. Turner & Co Capital Mnagement, LLC | 2 | 2 | 0.29% | 0.50% | 0.71% | Q2 2015 | Q3 2015 | 2 |
AMICA MUTUAL INSURANCE CO | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q4 2019 | 2 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.19% | 0.61% | 1.03% | Q4 2016 | Q4 2017 | 2 |
Bristlecone Advisors, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q4 2015 | Q1 2016 | 2 |
CWH Capital Management, Inc. | 2 | 2 | 1.62% | 1.75% | 1.88% | Q3 2020 | Q4 2020 | 2 |
3Chopt Investment Partners, LLC | 2 | 2 | 0.30% | 0.34% | 0.38% | Q1 2023 | Q2 2023 | 2 |
DOWLING & YAHNKE LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
WASHINGTON TRUST BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
CALDWELL & ORKIN INC | 1 | 1 | 0.86% | 1.04% | 1.22% | Q3 2015 | Q2 2017 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.42% | 0.44% | 0.47% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Bach Option Ltd | 2 | 2 | 2.70% | 3.04% | 3.38% | Q1 2017 | Q2 2017 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 2 | 2 | 0.57% | 0.89% | 1.21% | Q2 2023 | Q3 2023 | 2 |
INVESCO, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
FIRST INTERSTATE BANK | 1 | 1 | 0.00% | 0.02% | 0.04% | Q3 2015 | Q1 2019 | 2 |
Hitchwood Capital Management LP | 1 | 1 | 1.53% | 3.11% | 4.69% | Q4 2014 | Q3 2018 | 2 |
Well Done, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2018 | 2 |
Centerpoint Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2021 | Q2 2021 | 2 |
SOROS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.96% | 3.32% | 5.68% | Q4 2020 | Q3 2021 | 2 |
Palouse Capital Management, Inc. | 2 | 2 | 0.67% | 0.73% | 0.79% | Q3 2020 | Q4 2020 | 2 |
Hanson & Doremus Investment Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
IRON Financial LLC | 1 | 1 | 0.16% | 0.16% | 0.17% | Q1 2019 | Q3 2019 | 2 |
WESTPORT RESOURCES MANAGEMENT INC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2015 | Q4 2015 | 2 |
Blue Rock Advisors, LLC | 2 | 2 | 2.60% | 3.47% | 4.34% | Q2 2017 | Q3 2017 | 2 |
Royal Fund Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
KENSICO CAPITAL MANAGEMENT CORP | 2 | 2 | 0.96% | 1.47% | 1.98% | Q4 2019 | Q1 2020 | 2 |
SWARTHMORE GROUP INC | 2 | 2 | 1.71% | 2.37% | 3.03% | Q2 2016 | Q3 2016 | 2 |
PHILADELPHIA TRUST CO | 2 | 2 | 0.05% | 0.23% | 0.41% | Q3 2017 | Q4 2017 | 2 |
CAHILL FINANCIAL ADVISORS INC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q1 2017 | Q2 2017 | 2 |
Morton Brown Family Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Hotaling Investment Management, LLC | 2 | 2 | 0.10% | 0.34% | 0.57% | Q4 2020 | Q1 2021 | 2 |
Apollon Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Kepos Capital LP | 2 | 2 | 0.04% | 0.06% | 0.08% | Q3 2017 | Q4 2017 | 2 |
Mizuho Securities Co. Ltd. | 2 | 2 | 0.03% | 0.06% | 0.09% | Q2 2019 | Q3 2019 | 2 |
TCTC Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Bremer Bank National Association | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q2 2019 | 2 |
Kula Investments, LLC | 2 | 2 | 0.06% | 0.12% | 0.19% | Q4 2022 | Q1 2023 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
HB Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 2 |
QUATTRO FINANCIAL ADVISORS LLC | 2 | 2 | 0.62% | 0.66% | 0.69% | Q3 2019 | Q4 2019 | 2 |
Rock Creek Group, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Hedeker Wealth, LLC | 2 | 2 | 0.48% | 0.53% | 0.59% | Q2 2023 | Q3 2023 | 2 |
MARINO, STRAM & ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Senator Investment Group LP | 2 | 2 | 0.99% | 1.14% | 1.30% | Q1 2014 | Q2 2014 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Blue Sky Asset Management, LLC | 2 | 2 | 0.05% | 0.19% | 0.32% | Q1 2018 | Q2 2018 | 2 |
SMITH, MOORE & CO. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q4 2019 | 2 |
Jackson Wealth Management, LLC | 2 | 2 | 0.06% | 0.14% | 0.23% | Q3 2019 | Q4 2019 | 2 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 2 |
Leap Investments LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2019 | Q2 2020 | 2 |
HEADINVEST, LLC | 2 | 2 | 0.14% | 0.22% | 0.30% | Q2 2023 | Q3 2023 | 2 |
Advisors Preferred, LLC | 1 | 1 | 0.01% | 0.06% | 0.11% | Q2 2016 | Q2 2023 | 2 |
Pinnacle Wealth Management, LLC | 1 | 1 | 1.38% | 1.76% | 2.15% | Q4 2021 | Q2 2023 | 2 |
Deer Park Road Corp | 1 | 1 | 0.23% | 0.37% | 0.52% | Q3 2022 | Q2 2023 | 2 |
Trek Financial, LLC | 1 | 1 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q2 2023 | 2 |
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC | 1 | 1 | 0.72% | 1.00% | 1.28% | Q3 2014 | Q3 2014 | 2 |
MCKINLEY CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 2 |
Empowered Funds, LLC | 1 | 1 | 0.12% | 0.43% | 0.75% | Q1 2017 | Q2 2023 | 2 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.08% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 2 |
Capital CS Group, LLC | 2 | 2 | 0.28% | 0.31% | 0.33% | Q4 2022 | Q1 2023 | 2 |
Crawford Lake Capital Management, LLC | 1 | 1 | 0.52% | 1.50% | 2.47% | Q4 2020 | Q2 2021 | 2 |
Franklin Street Capital Partners, LLC | 1 | 1 | 1.03% | 1.66% | 2.29% | Q4 2020 | Q2 2021 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.15% | 0.16% | 0.16% | Q2 2013 | Q3 2013 | 2 |
BESSEMER SECURITIES LLC | 2 | 2 | 0.44% | 0.47% | 0.50% | Q2 2023 | Q3 2023 | 2 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
REGENTS OF THE UNIVERSITY OF CALIFORNIA | 2 | 2 | 0.84% | 1.15% | 1.46% | Q2 2013 | Q3 2013 | 2 |
Passport Capital, LLC | 1 | 1 | 0.33% | 1.17% | 2.00% | Q4 2013 | Q4 2017 | 2 |
Holistic Financial Partners | 2 | 2 | 0.05% | 0.07% | 0.08% | Q4 2017 | Q1 2018 | 2 |
Miura Global Management | 2 | 2 | 2.66% | 3.15% | 3.65% | Q2 2013 | Q3 2013 | 2 |
CrestPoint Capital Management, LLC | 2 | 2 | 0.30% | 0.30% | 0.31% | Q1 2015 | Q2 2015 | 2 |
Clark Capital Management Group, Inc. | 2 | 2 | 0.20% | 0.29% | 0.37% | Q2 2023 | Q3 2023 | 2 |
NATIONAL PLANNING CORP | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q3 2017 | 2 |
CI Global Investments Inc. | 2 | 2 | 0.81% | 1.71% | 2.61% | Q4 2017 | Q1 2018 | 2 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 2 | 2 | 0.18% | 0.19% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.08% | 0.10% | 0.11% | Q3 2021 | Q3 2022 | 2 |
WMS Partners, LLC | 2 | 2 | 0.06% | 0.09% | 0.11% | Q2 2023 | Q3 2023 | 2 |
ANTIPODES PARTNERS Ltd | 1 | 1 | 0.00% | 0.65% | 1.31% | Q3 2020 | Q3 2023 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Gunderson Capital Management Inc. | 2 | 2 | 3.86% | 3.88% | 3.90% | Q1 2019 | Q2 2019 | 2 |
WestEnd Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Private Capital Advisors, Inc. | 1 | 1 | 0.06% | 0.07% | 0.09% | Q4 2016 | Q2 2020 | 2 |
Tower View Wealth Management LLC | 2 | 2 | 0.00% | 0.41% | 0.81% | Q4 2017 | Q1 2018 | 2 |
Distillate Capital Partners LLC | 1 | 1 | 0.80% | 1.91% | 3.02% | Q4 2020 | Q3 2023 | 2 |
Roundview Capital LLC | 2 | 2 | 0.20% | 0.21% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Lindenwold Advisors, INC | 2 | 2 | 1.17% | 1.18% | 1.18% | Q2 2023 | Q3 2023 | 2 |
1ST SOURCE BANK | 2 | 2 | 0.02% | 0.06% | 0.09% | Q2 2015 | Q3 2015 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.06% | 0.12% | Q3 2020 | Q2 2021 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
GYL FINANCIAL SYNERGIES, LLC | 2 | 2 | 0.09% | 0.12% | 0.14% | Q2 2023 | Q3 2023 | 2 |
MOTIVE WEALTH ADVISORS | 2 | 2 | 0.27% | 0.34% | 0.41% | Q2 2021 | Q3 2021 | 2 |
LRT Capital Management, LLC | 2 | 2 | 0.52% | 0.53% | 0.55% | Q2 2023 | Q3 2023 | 2 |
BRYN MAWR CAPITAL MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2013 | Q4 2014 | 2 |
Exos TFP Holdings LLC | 2 | 2 | 0.05% | 0.13% | 0.20% | Q4 2022 | Q1 2023 | 2 |
SG3 Management, LLC | 1 | 1 | 0.16% | 0.39% | 0.63% | Q1 2021 | Q1 2021 | 2 |
PGIM Custom Harvest LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Squar Milner Financial Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
National Investment Services of America, LLC | 2 | 2 | 0.99% | 1.02% | 1.05% | Q4 2019 | Q1 2020 | 2 |
Claro Advisors LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q1 2022 | 2 |
CreativeOne Wealth, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 2 | 2 | 0.02% | 0.15% | 0.28% | Q4 2013 | Q1 2014 | 2 |
ZEKE CAPITAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q2 2017 | Q1 2019 | 2 |
Cascabel Management LP | 2 | 2 | 2.06% | 2.39% | 2.72% | Q3 2013 | Q4 2013 | 2 |
SRB CORP | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q2 2020 | 2 |
Activest Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
DCM Advisors, LLC | 2 | 2 | 0.16% | 0.20% | 0.24% | Q2 2022 | Q3 2022 | 2 |
Great Lakes Retirement, Inc. | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2019 | Q1 2020 | 2 |
Meridian Wealth Management, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q2 2019 | 2 |
PARADIGM ASSET MANAGEMENT CO LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Royal Harbor Partners, LLC | 2 | 2 | 0.69% | 0.70% | 0.70% | Q1 2020 | Q2 2020 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Southpoint Capital Advisors LP | 2 | 2 | 0.25% | 0.37% | 0.49% | Q3 2020 | Q4 2020 | 2 |
Arete Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q1 2023 | 2 |
PITTENGER & ANDERSON INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Delpha Capital Management, LLC | 2 | 2 | 0.08% | 0.20% | 0.32% | Q4 2017 | Q1 2018 | 2 |
HighMark Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Outlook Wealth Advisors, LLC | 2 | 2 | 0.26% | 0.28% | 0.30% | Q2 2023 | Q3 2023 | 2 |
Connacht Asset Management LP | 1 | 1 | 0.48% | 0.92% | 1.35% | Q2 2022 | Q2 2023 | 2 |
J.W. COLE ADVISORS, INC. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Syntal Capital Partners, LLC | 1 | 1 | 0.22% | 0.25% | 0.28% | Q2 2015 | Q2 2016 | 2 |
NIPPON LIFE INSURANCE CO | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2017 | Q3 2017 | 2 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q4 2018 | 2 |
Amica Retiree Medical Trust | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q4 2019 | 2 |
MARYLAND CAPITAL ADVISORS INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
CenterStar Asset Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 2 |
Decatur Capital Management, Inc. | 1 | 1 | 0.91% | 1.43% | 1.95% | Q2 2017 | Q3 2023 | 2 |
Radnor Capital Management, LLC | 2 | 2 | 0.36% | 0.59% | 0.82% | Q2 2023 | Q3 2023 | 2 |
Hoover Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Linscomb & Williams, Inc. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q1 2020 | 2 |
RIVULET CAPITAL, LLC | 2 | 2 | 5.91% | 6.44% | 6.96% | Q4 2019 | Q1 2020 | 2 |
FAGAN ASSOCIATES, INC. | 2 | 2 | 0.09% | 0.55% | 1.00% | Q4 2020 | Q1 2021 | 2 |
V-Square Quantitative Management LLC | 2 | 2 | 0.11% | 0.12% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Tygh Capital Management, Inc. | 2 | 2 | 0.15% | 0.25% | 0.35% | Q2 2013 | Q3 2013 | 2 |
Lodge Hill Capital, LLC | 2 | 2 | 0.36% | 1.03% | 1.70% | Q2 2018 | Q3 2018 | 2 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Successful Portfolios LLC | 2 | 2 | 0.17% | 0.18% | 0.20% | Q4 2022 | Q1 2023 | 2 |
WESTERN FINANCIAL Corp | 2 | 2 | 0.31% | 0.36% | 0.41% | Q2 2022 | Q3 2022 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 2 |
MMBG INVESTMENT ADVISORS CO. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
PARNASSUS INVESTMENTS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BARINGS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
HIGHLAND ASSOCIATES INC | 1 | 1 | 2.85% | 2.85% | 2.85% | Q1 2019 | Q1 2019 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
NORTHWEST WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
GLG Partners LP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2017 | Q1 2017 | 1 |
BTG Pactual Global Asset Management Ltd | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Monarch Partners Asset Management LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2014 | Q3 2014 | 1 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
HOPLITE CAPITAL MANAGEMENT, L.P. | 1 | 1 | 2.15% | 2.15% | 2.15% | Q2 2013 | Q2 2013 | 1 |
TIVERTON ASSET MANAGEMENT LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2019 | Q3 2019 | 1 |
Mitra Capital LLC | 1 | 1 | 5.33% | 5.33% | 5.33% | Q1 2017 | Q1 2017 | 1 |
Bellecapital International Ltd. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2019 | Q2 2019 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
WHITEBOX ADVISORS LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q4 2013 | 1 |
OXFORD FINANCIAL GROUP, LTD. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Lyon Street Capital, LLC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q1 2020 | Q1 2020 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
HC FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CenterStar Fund, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Ohio National Investments, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 |
NICOLET BANKSHARES INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CHOREO, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
HIGHLINE CAPITAL MANAGEMENT, L.P. | 1 | 1 | 2.65% | 2.65% | 2.65% | Q2 2018 | Q2 2018 | 1 |
Nicholas Hoffman & Company, LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Honeycomb Asset Management LP | 1 | 1 | 2.02% | 2.02% | 2.02% | Q2 2018 | Q2 2018 | 1 |
ABEILLE ASSET MANAGEMENT SA | 1 | 1 | 0.81% | 0.81% | 0.81% | Q1 2022 | Q1 2022 | 1 |
HENNESSY ADVISORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q1 2019 | Q1 2019 | 1 |
Financial Enhancement Group LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2023 | Q1 2023 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
SOUTH GEORGIA CAPITAL, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2015 | Q3 2015 | 1 |
Morningstar Investment Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
HARVEST MANAGEMENT LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2013 | Q3 2013 | 1 |
ZWJ INVESTMENT COUNSEL INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
NatWest Group plc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SCOUT CAPITAL MANAGEMENT LLC | 1 | 1 | 1.84% | 1.84% | 1.84% | Q2 2013 | Q2 2013 | 1 |
WOODMONT INVESTMENT COUNSEL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2023 | Q2 2023 | 1 |
Night Square Capital Partners, LP | 1 | 1 | 11.08% | 11.08% | 11.08% | Q4 2016 | Q4 2016 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Park Avenue Institutional Advisers LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q2 2016 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
WESPAC Advisors SoCal, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
CWA Asset Management Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
CHAPIN DAVIS, INC. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2023 | Q1 2023 | 1 |
LNZ Capital LP | 1 | 1 | 1.70% | 1.70% | 1.70% | Q4 2016 | Q4 2016 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Bank Pictet & Cie (Europe) AG | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2016 | 1 |
Central Asset Investments & Management Holdings (HK) Ltd | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2021 | Q1 2021 | 1 |
Yakira Capital Management, Inc. | 1 | 1 | 0.87% | 0.87% | 0.87% | Q1 2014 | Q1 2014 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
STONERIDGE INVESTMENT PARTNERS LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
EMINENCE CAPITAL, LP | 1 | 1 | 0.81% | 0.81% | 0.81% | Q3 2019 | Q3 2019 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
PZENA INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
GMT CAPITAL CORP | 1 | 1 | 0.76% | 0.76% | 0.76% | Q4 2020 | Q4 2020 | 1 |
Spouting Rock Asset Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2020 | Q4 2020 | 1 |
Cloverdale Capital Management, LLC | 1 | 1 | 4.54% | 4.54% | 4.54% | Q2 2020 | Q2 2020 | 1 |
Barrington Strategic Wealth Management Group LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2017 | Q3 2017 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2013 | Q3 2013 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Banco Santander, S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Granahan Investment Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
Van Leeuwen & Company, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Columbia Asset Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Beacon Harbor Wealth Advisors, Inc. | 1 | 1 | 1.64% | 1.64% | 1.64% | Q4 2021 | Q4 2021 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
Western Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Anson Funds Management LP | 1 | 1 | 1.75% | 1.75% | 1.75% | Q4 2022 | Q4 2022 | 1 |
Signition LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2019 | Q1 2019 | 1 |
SMITH ASSET MANAGEMENT GROUP LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Soros Fund Management | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2018 | Q2 2018 | 1 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
DRW Securities, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
HBW ADVISORY SERVICES LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
CXI Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
TRUE SIGNAL LP | 1 | 1 | 5.04% | 5.04% | 5.04% | Q4 2022 | Q4 2022 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Fiduciary Planning LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Voleon Capital Management LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
Oakworth Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
SIX COLUMNS CAPITAL, LP | 1 | 1 | 1.36% | 1.36% | 1.36% | Q1 2020 | Q1 2020 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2016 | Q1 2016 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Provident Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Leverage Partners Absolute Return Fund SPC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q2 2021 | Q2 2021 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ROOSEVELT INVESTMENT GROUP LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
FORT, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
NEXPOINT ASSET MANAGEMENT, L.P. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2020 | Q4 2020 | 1 |
S.A. Mason LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Princeton Global Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
DAGCO, INC. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2019 | Q3 2019 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
COWEN INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
JSF Financial, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2023 | Q1 2023 | 1 |
SRS Investment Management, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2020 | Q1 2020 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Pantheon Investment Group, LLC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q4 2020 | Q4 2020 | 1 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Mine & Arao Wealth Creation & Management, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
PointState Capital LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2017 | Q4 2017 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
Monaco Asset Management SAM | 1 | 1 | 1.67% | 1.67% | 1.67% | Q1 2023 | Q1 2023 | 1 |
Wilmington Funds Management Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
HARVARD MANAGEMENT CO INC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2014 | Q1 2014 | 1 |
Ascendant Capital Management, LLC | 1 | 1 | 1.30% | 1.30% | 1.30% | Q4 2020 | Q4 2020 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2017 | Q1 2017 | 1 |
Cartenna Capital, LP | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2023 | Q2 2023 | 1 |
Carnegie Capital Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Hanlon Investment Management, Inc. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2016 | Q2 2016 | 1 |
Vise Technologies, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
EA Series Trust | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
FUKOKU MUTUAL LIFE INSURANCE Co | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2017 | Q2 2017 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ShearLink Capital, LLC | 1 | 1 | 3.93% | 3.93% | 3.93% | Q1 2016 | Q1 2016 | 1 |
MBM Wealth Consultants, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2018 | Q4 2018 | 1 |
GALAXY CAPITAL TRADING LTD | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2013 | Q4 2013 | 1 |
Baldrige Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MQS Management LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q2 2023 | Q2 2023 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2023 | Q1 2023 | 1 |
Eagle Ridge Investment Management | 1 | 1 | 2.69% | 2.69% | 2.69% | Q3 2023 | Q3 2023 | 1 |
Gateway Advisory, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
MIZUHO MARKETS AMERICAS LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2022 | Q4 2022 | 1 |
Wakefield Asset Management LLLP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
New Vernon Capital Holdings II LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Oak Thistle LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2022 | Q2 2022 | 1 |
EMS Capital LP | 1 | 1 | 3.47% | 3.47% | 3.47% | Q2 2013 | Q2 2013 | 1 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Orbitronix, LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2014 | Q3 2014 | 1 |
Eidelman Virant Capital | 1 | 1 | 1.43% | 1.43% | 1.43% | Q4 2019 | Q4 2019 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
B&D White Capital Company, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2021 | Q1 2021 | 1 |
MCMILLION CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BENNETT SELBY INVESTMENTS LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
OPTIMAS CAPITAL Ltd | 1 | 1 | 2.01% | 2.01% | 2.01% | Q2 2022 | Q2 2022 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Heron Bay Capital Management | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2023 | Q3 2023 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Reliant Investment Management, LLC | 1 | 1 | 2.88% | 2.88% | 2.88% | Q4 2018 | Q4 2018 | 1 |
Soroban Capital Partners LP | 1 | 1 | 0.71% | 0.71% | 0.71% | Q4 2013 | Q4 2013 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Investors Capital Advisory Services | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
RWC Asset Management LLP | 1 | 1 | 0.91% | 0.91% | 0.91% | Q1 2014 | Q1 2014 | 1 |
Elk River Wealth Management, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2023 | Q3 2023 | 1 |
HOWLAND CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
Barnett & Company, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
GLADE BROOK CAPITAL PARTNERS LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q2 2013 | Q2 2013 | 1 |
Lynwood Capital Management Inc. | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2023 | Q1 2023 | 1 |
Orion Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Integrated Wealth Concepts LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2014 | Q1 2014 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
XR Securities LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Signature Wealth Management Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 1.40% | 1.40% | 1.40% | Q4 2020 | Q4 2020 | 1 |
Capital Research Global Investors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
F3Logic, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.92% | 0.92% | 0.92% | Q3 2023 | Q3 2023 | 1 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
COERENTE CAPITAL MANAGEMENT | 1 | 1 | 2.02% | 2.02% | 2.02% | Q3 2023 | Q3 2023 | 1 |
O'Neil Global Advisors, Inc. | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2021 | Q3 2021 | 1 |
Gitterman Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Migdal Insurance & Financial Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Euclid Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 2.26% | 2.26% | 2.26% | Q3 2021 | Q3 2021 | 1 |
Level Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CenterBook Partners LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Boulder Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 1.14% | 1.14% | 1.14% | Q4 2014 | Q4 2014 | 1 |
Pembroke Management, LTD | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2019 | Q4 2019 | 1 |
D.B. Root & Company, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2018 | Q3 2018 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Aristides Capital LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Crestline Management, LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2022 | Q3 2022 | 1 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
VELA Investment Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
T. Rowe Price Investment Management, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.97% | 0.97% | 0.97% | Q4 2022 | Q4 2022 | 1 |
Delphia (USA) Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2022 | Q1 2022 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
AVAII WEALTH MANAGEMENT, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
180 WEALTH ADVISORS, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
Wealthstreet Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Missouri Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Buckley Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Operose Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
GSB Podium Advisors, LLC | 1 | 1 | 19.07% | 19.07% | 19.07% | Q3 2013 | Q3 2013 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Corton Capital Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
Archipel Asset Management AB | 1 | 1 | 1.02% | 1.02% | 1.02% | Q3 2014 | Q3 2014 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2019 | Q4 2019 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Aries Wealth Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
Cheyne Capital Management (UK) LLP | 1 | 1 | 3.44% | 3.44% | 3.44% | Q4 2013 | Q4 2013 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Acrisure Capital Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 1 | 1 | 0.74% | 0.74% | 0.74% | Q2 2018 | Q2 2018 | 1 |
D. SCOTT NEAL, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2017 | Q2 2017 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Standard Investments LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2015 | Q1 2015 | 1 |
Family Management Corp | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Hilton Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
WealthPlan Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Astoria Portfolio Advisors LLC. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
FSM Wealth Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Stevens First Principles Investment Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Cyndeo Wealth Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
ALPHASIMPLEX GROUP, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2020 | Q3 2020 | 1 |
Tyrus Capital S.A.M. | 1 | 1 | 5.82% | 5.82% | 5.82% | Q4 2013 | Q4 2013 | 1 |
Spearhead Capital Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q2 2019 | 1 |
AMS Capital Ltda | 1 | 1 | 3.04% | 3.04% | 3.04% | Q3 2021 | Q3 2021 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
WILLIAMS JONES & ASSOCIATES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
North Fourth Asset Management, LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2017 | Q4 2017 | 1 |
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. | 1 | 1 | 2.91% | 2.91% | 2.91% | Q1 2020 | Q1 2020 | 1 |
Gallacher Capital Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Redwood Investments, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Compound Global Advisors, LLC | 1 | 1 | 2.23% | 2.23% | 2.23% | Q3 2023 | Q3 2023 | 1 |
Fore Capital, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2020 | Q2 2020 | 1 |
Trium Capital LLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Evergreen Wealth Management, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2023 | Q3 2023 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2017 | Q2 2017 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2022 | Q4 2022 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Savoir Faire Capital Management, L.P. | 1 | 1 | 1.46% | 1.46% | 1.46% | Q3 2023 | Q3 2023 | 1 |
Sovarnum Capital L.P. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2017 | Q4 2017 | 1 |
Baron Wealth Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2023 | Q4 2023 | 1 |
Eaton Financial Holdings Company, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Monashee Investment Management LLC | 1 | 1 | 3.35% | 3.35% | 3.35% | Q3 2016 | Q3 2016 | 1 |
OFI INVEST ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Prosperity Wealth Management, Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2023 | Q1 2023 | 1 |
Quadrature Capital LLP | 1 | 1 | 0.71% | 0.71% | 0.71% | Q1 2015 | Q1 2015 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
WFA Asset Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Ballentine Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
United Community Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
KICKSTAND VENTURES, LLC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
WISCONSIN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2019 | Q2 2019 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Black Swift Group, LLC | 1 | 1 | 1.12% | 1.12% | 1.12% | Q2 2023 | Q2 2023 | 1 |
FOSTER DYKEMA CABOT & CO INC/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Maryland Capital Management | 1 | 1 | 1.13% | 1.13% | 1.13% | Q3 2019 | Q3 2019 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
AHL Partners LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Bangor Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bollard Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BANK OF HAWAII | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Capula Management Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Geduld E E | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2015 | Q3 2015 | 1 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Lomas Capital Management, LLC | 1 | 1 | 1.86% | 1.86% | 1.86% | Q2 2013 | Q2 2013 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Venator Capital Management Ltd. | 1 | 1 | 1.43% | 1.43% | 1.43% | Q1 2018 | Q1 2018 | 1 |
Industrial Alliance Investment Management Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Quantedge Capital Pte Ltd | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2023 | Q2 2023 | 1 |
River Road Asset Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Summit X, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Private Wealth Partners, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2017 | Q4 2017 | 1 |
Ada Investment Management, LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2015 | Q3 2015 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Credit Capital Investments LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q2 2023 | Q2 2023 | 1 |
Oxbow Advisors, LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2023 | Q3 2023 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Freemont Management S.A. | 1 | 1 | 0.91% | 0.91% | 0.91% | Q2 2023 | Q2 2023 | 1 |
Weil Company, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Kamunting Street Capital Management, L.P. | 1 | 1 | 3.87% | 3.87% | 3.87% | Q4 2019 | Q4 2019 | 1 |
CR Intrinsic Investors, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2013 | Q4 2013 | 1 |
CADINHA & CO LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Eton Park Capital Management, L.P. | 1 | 1 | 1.92% | 1.92% | 1.92% | Q2 2013 | Q2 2013 | 1 |
Ostrum Asset Management U.S., LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Capstone Financial Advisors, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2018 | Q3 2018 | 1 |
CFO4Life, L.P. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
DSC Advisors, L.P. | 1 | 1 | 1.13% | 1.13% | 1.13% | Q2 2014 | Q2 2014 | 1 |
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This page lists all the filers that currently own ULTA BEAUTY INC or have owned ULTA BEAUTY INC in the past.