Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.02% | 0.15% | Q2 2013 | Q3 2023 | 125 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.06% | 0.50% | Q2 2013 | Q3 2023 | 119 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.04% | 0.24% | Q2 2013 | Q3 2023 | 107 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.04% | 0.94% | Q2 2013 | Q3 2023 | 106 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.04% | 0.22% | Q2 2013 | Q3 2023 | 100 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.07% | 0.25% | Q1 2012 | Q3 2023 | 100 |
Citadel Advisors | 30 | 11 | 0.00% | 0.02% | 0.27% | Q2 2013 | Q3 2023 | 98 |
Parallax Volatility Advisers, L.P. | 21 | 2 | 0.00% | 0.02% | 0.16% | Q2 2013 | Q3 2023 | 97 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q3 2023 | 94 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.01% | 0.22% | Q4 2015 | Q3 2023 | 92 |
UBS Group AG | 36 | 36 | 0.00% | 0.04% | 0.25% | Q4 2014 | Q3 2023 | 90 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.03% | 0.19% | Q2 2013 | Q3 2023 | 89 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.05% | 0.26% | Q1 2012 | Q3 2023 | 89 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.06% | 0.79% | Q2 2013 | Q3 2023 | 87 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.06% | 0.40% | Q1 2013 | Q3 2023 | 86 |
WOLVERINE TRADING, LLC | 16 | 3 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 80 |
JANE STREET GROUP, LLC | 37 | 37 | 0.00% | 0.01% | 0.16% | Q3 2014 | Q3 2023 | 79 |
MILLENNIUM MANAGEMENT LLC | 30 | 10 | 0.00% | 0.07% | 0.43% | Q2 2013 | Q3 2023 | 79 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 76 |
NOMURA HOLDINGS INC | 23 | 1 | 0.00% | 0.19% | 2.26% | Q4 2012 | Q3 2022 | 74 |
Jefferies Group LLC | 31 | 1 | 0.00% | 0.08% | 0.79% | Q2 2013 | Q3 2022 | 72 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 69 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.16% | 0.59% | Q3 2013 | Q3 2023 | 68 |
Twin Tree Management, LP | 12 | 2 | 0.00% | 0.06% | 0.30% | Q4 2012 | Q3 2023 | 66 |
Nuveen Asset Management, LLC | 42 | 42 | 0.00% | 0.15% | 0.66% | Q2 2013 | Q3 2023 | 63 |
TWO SIGMA INVESTMENTS, LP | 9 | 1 | 0.00% | 0.03% | 0.34% | Q2 2013 | Q4 2022 | 60 |
CAPSTONE INVESTMENT ADVISORS, LLC | 22 | 1 | 0.00% | 0.03% | 0.13% | Q4 2013 | Q3 2023 | 59 |
HUNTINGTON NATIONAL BANK | 49 | 9 | 0.00% | 0.01% | 0.08% | Q1 2009 | Q3 2023 | 59 |
HAP Trading, LLC | 8 | 1 | 0.00% | 0.21% | 3.68% | Q2 2013 | Q3 2023 | 55 |
GLENMEDE TRUST CO NA | 42 | 1 | 0.00% | 0.06% | 0.33% | Q1 2007 | Q3 2023 | 54 |
AMALGAMATED BANK | 52 | 52 | 0.05% | 0.11% | 0.21% | Q4 2010 | Q3 2023 | 52 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.05% | 0.30% | Q2 2013 | Q2 2018 | 51 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.03% | 0.09% | 0.18% | Q3 2011 | Q3 2023 | 49 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.03% | 0.09% | 0.17% | Q3 2011 | Q3 2023 | 49 |
Squarepoint Ops LLC | 12 | 1 | 0.00% | 0.08% | 0.67% | Q3 2015 | Q3 2023 | 48 |
MUFG Americas Holdings Corp | 48 | 48 | 0.00% | 0.07% | 0.27% | Q4 2010 | Q3 2022 | 48 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 46 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 30 | 11 | 0.00% | 3.21% | 7.12% | Q2 2013 | Q3 2023 | 46 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 37 | 9 | 0.02% | 0.06% | 0.12% | Q4 2011 | Q3 2023 | 46 |
Paloma Partners Management Co | 10 | 1 | 0.00% | 0.07% | 0.88% | Q1 2014 | Q2 2023 | 46 |
Spot Trading L.L.C | 16 | 16 | 0.01% | 0.12% | 0.38% | Q2 2013 | Q1 2017 | 46 |
Cubist Systematic Strategies, LLC | 31 | 6 | 0.00% | 0.05% | 0.20% | Q2 2014 | Q3 2023 | 45 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.10% | 0.18% | Q2 2013 | Q3 2023 | 45 |
Canal Insurance CO | 42 | 42 | 0.01% | 1.41% | 2.93% | Q2 2013 | Q3 2023 | 45 |
First Horizon Advisors, Inc. | 41 | 4 | 0.00% | 0.01% | 0.02% | Q1 2012 | Q3 2023 | 45 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.09% | 0.25% | Q2 2013 | Q3 2023 | 44 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 44 |
PEAK6 Investments LLC | 18 | 2 | 0.00% | 0.02% | 0.12% | Q3 2018 | Q3 2023 | 44 |
HighTower Advisors, LLC | 30 | 11 | 0.00% | 0.19% | 1.00% | Q2 2013 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.02% | 0.19% | Q4 2012 | Q3 2023 | 44 |
BEACH INVESTMENT COUNSEL INC/PA | 35 | 8 | 0.03% | 0.17% | 0.65% | Q1 2013 | Q4 2023 | 43 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.01% | 0.10% | 0.19% | Q2 2013 | Q3 2023 | 43 |
BANK OF NOVA SCOTIA | 43 | 43 | 0.00% | 0.07% | 0.19% | Q1 2013 | Q3 2023 | 43 |
Allianz Asset Management GmbH | 27 | 12 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 43 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 42 | 42 | 0.17% | 4.62% | 9.28% | Q2 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.05% | 0.09% | 0.18% | Q1 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.00% | 0.02% | 0.12% | Q4 2012 | Q3 2023 | 43 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.08% | 0.19% | Q2 2013 | Q3 2023 | 43 |
TORONTO DOMINION BANK | 41 | 41 | 0.00% | 0.02% | 0.19% | Q3 2013 | Q3 2023 | 43 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 43 | 43 | 0.32% | 0.76% | 1.26% | Q1 2013 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.03% | 0.10% | 0.28% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.06% | 0.10% | 0.19% | Q1 2013 | Q3 2023 | 43 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.13% | 0.45% | Q2 2013 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.01% | 0.03% | 0.06% | Q4 2012 | Q2 2023 | 43 |
MOODY NATIONAL BANK TRUST DIVISION | 42 | 42 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
CONNING INC. | 42 | 42 | 0.01% | 0.04% | 0.20% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.02% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.27% | 0.55% | Q2 2013 | Q3 2023 | 42 |
COHEN & STEERS, INC. | 42 | 42 | 0.02% | 0.16% | 0.42% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.01% | 0.08% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BLB&B Advisors, LLC | 42 | 42 | 0.03% | 0.14% | 0.32% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.41% | 1.24% | 3.40% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.04% | 0.09% | 0.17% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.04% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.05% | 0.10% | 0.17% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.03% | 0.06% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.05% | 0.10% | 0.19% | Q2 2013 | Q3 2023 | 42 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 42 | 42 | 1.48% | 4.50% | 10.12% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.02% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 42 |
JOHNSON INVESTMENT COUNSEL INC | 42 | 42 | 0.00% | 0.34% | 1.39% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.03% | 0.27% | 0.55% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BOURGEON CAPITAL MANAGEMENT LLC | 42 | 42 | 0.00% | 0.93% | 3.15% | Q2 2013 | Q3 2023 | 42 |
Palisade Asset Management, LLC | 42 | 42 | 0.04% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 42 |
THOMPSON SIEGEL & WALMSLEY LLC | 42 | 42 | 0.00% | 0.70% | 1.55% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.04% | 0.10% | 0.21% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.04% | 0.08% | 0.17% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.02% | 0.15% | Q2 2013 | Q3 2023 | 42 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 42 | 42 | 0.05% | 0.84% | 1.70% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.02% | 0.12% | 0.62% | Q2 2013 | Q3 2023 | 42 |
MAI Capital Management | 42 | 42 | 0.01% | 0.41% | 2.19% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.05% | 0.10% | 0.21% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.04% | 0.10% | 0.23% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.04% | 0.11% | 0.32% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.04% | 0.19% | 0.45% | Q2 2013 | Q3 2023 | 42 |
EAGLE GLOBAL ADVISORS LLC | 42 | 42 | 0.76% | 2.76% | 6.17% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.06% | 0.32% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.04% | 0.16% | 0.99% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.02% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.03% | 0.09% | 0.17% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.01% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.01% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Highlander Capital Management, LLC | 42 | 42 | 0.05% | 0.30% | 0.64% | Q2 2013 | Q3 2023 | 42 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 42 | 42 | 0.00% | 0.09% | 0.41% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.01% | 0.09% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.04% | 0.08% | 0.15% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.01% | 0.14% | 0.56% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.01% | 0.10% | 0.55% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.00% | 0.29% | 0.74% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.04% | 0.09% | 0.21% | Q2 2012 | Q4 2022 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.05% | 0.10% | 0.17% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.01% | 0.10% | 0.37% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.00% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
MILLER HOWARD INVESTMENTS INC /NY | 42 | 42 | 0.06% | 1.29% | 3.41% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.05% | 0.10% | 0.20% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 42 |
ADAMS NATURAL RESOURCES FUND, INC. | 42 | 42 | 0.66% | 1.66% | 2.49% | Q2 2013 | Q3 2023 | 42 |
HM PAYSON & CO | 42 | 42 | 0.00% | 0.31% | 1.60% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.28% | 1.60% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Bridgecreek Investment Management, LLC | 42 | 42 | 0.29% | 0.92% | 2.07% | Q2 2013 | Q3 2023 | 42 |
DnB Asset Management AS | 39 | 3 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q4 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.06% | 0.12% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.04% | 0.11% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Plante Moran Financial Advisors, LLC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Pinnacle Holdings, LLC | 42 | 42 | 0.76% | 2.38% | 5.96% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.06% | 0.11% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Mariner, LLC | 42 | 42 | 0.05% | 0.50% | 1.58% | Q2 2013 | Q3 2023 | 42 |
CHICKASAW CAPITAL MANAGEMENT LLC | 42 | 42 | 2.27% | 5.52% | 11.35% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.06% | 0.11% | 0.25% | Q2 2013 | Q3 2023 | 42 |
Texas Yale Capital Corp. | 42 | 42 | 0.04% | 0.13% | 0.35% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.00% | 0.05% | 0.50% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.03% | 0.14% | 0.46% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.03% | 0.09% | 0.15% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.05% | 0.11% | 0.27% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.01% | 0.13% | 0.58% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.06% | 0.11% | 0.20% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.05% | 0.09% | 0.19% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.01% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Estabrook Capital Management | 42 | 42 | 0.76% | 1.41% | 3.23% | Q2 2013 | Q3 2023 | 42 |
TCTC Holdings, LLC | 42 | 42 | 0.34% | 1.40% | 2.78% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.08% | 0.51% | Q2 2013 | Q3 2023 | 42 |
BNP Paribas Asset Management Holding S.A. | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
UMB Bank, n.a. | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
BECK MACK & OLIVER LLC | 42 | 42 | 0.30% | 0.50% | 0.71% | Q2 2013 | Q3 2023 | 42 |
COMMERCE BANK | 30 | 12 | 0.00% | 0.05% | 0.30% | Q1 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.05% | 0.10% | 0.19% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.01% | 0.11% | Q2 2013 | Q3 2023 | 42 |
VAN ECK ASSOCIATES CORP | 42 | 42 | 0.00% | 0.03% | 0.31% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.02% | 0.11% | 0.38% | Q2 2013 | Q3 2023 | 42 |
Spears Abacus Advisors LLC | 42 | 42 | 0.04% | 0.83% | 5.13% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.03% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.01% | 0.11% | 0.33% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.02% | 0.06% | 0.24% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Janney Montgomery Scott LLC | 42 | 42 | 0.02% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.03% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.06% | 0.12% | 0.21% | Q2 2013 | Q3 2023 | 42 |
CAPITAL ADVISORS INC/OK | 42 | 42 | 0.08% | 1.20% | 1.95% | Q2 2013 | Q3 2023 | 42 |
CapWealth Advisors, LLC | 42 | 42 | 1.52% | 2.63% | 3.94% | Q2 2013 | Q3 2023 | 42 |
Energy Income Partners, LLC | 42 | 42 | 0.45% | 3.19% | 4.99% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Robeco Institutional Asset Management B.V. | 29 | 12 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 41 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.04% | 0.09% | Q4 2013 | Q3 2023 | 41 |
ASSETMARK, INC | 41 | 41 | 0.00% | 0.07% | 0.29% | Q3 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 20 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 41 |
REGIONS FINANCIAL CORP | 25 | 16 | 0.00% | 0.10% | 0.61% | Q2 2013 | Q3 2023 | 41 |
CAPITAL FUND MANAGEMENT S.A. | 11 | 1 | 0.00% | 0.07% | 0.49% | Q2 2013 | Q3 2023 | 41 |
RAYMOND JAMES TRUST N.A. | 29 | 12 | 0.02% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 41 |
Bartlett & Co. LLC | 26 | 7 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q4 2023 | 41 |
ALPS ADVISORS INC | 41 | 41 | 0.00% | 0.24% | 0.40% | Q3 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q3 2023 | 41 |
Capital Investment Advisors, LLC | 41 | 41 | 0.05% | 0.14% | 0.39% | Q4 2013 | Q4 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.06% | 0.12% | 0.23% | Q3 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.04% | 0.09% | 0.16% | Q1 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.02% | 0.18% | 0.41% | Q2 2013 | Q3 2023 | 41 |
FINANCIAL COUNSELORS INC | 28 | 13 | 0.16% | 0.55% | 0.92% | Q2 2013 | Q3 2023 | 41 |
SUMITOMO LIFE INSURANCE CO | 41 | 41 | 0.02% | 0.13% | 0.37% | Q3 2013 | Q3 2023 | 41 |
DUNCKER STREETT & CO INC | 29 | 12 | 0.00% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 41 |
TCI Wealth Advisors, Inc. | 32 | 9 | 0.01% | 0.03% | 0.18% | Q4 2012 | Q1 2023 | 41 |
FCA CORP /TX | 29 | 12 | 0.31% | 0.97% | 2.66% | Q2 2013 | Q3 2023 | 41 |
ENTERPRISE FINANCIAL SERVICES CORP | 41 | 41 | 0.00% | 0.04% | 0.20% | Q2 2013 | Q2 2023 | 41 |
Partners Group Holding AG | 41 | 41 | 0.04% | 1.55% | 4.05% | Q3 2013 | Q3 2023 | 41 |
ROANOKE ASSET MANAGEMENT CORP/ NY | 41 | 41 | 0.70% | 1.47% | 3.11% | Q3 2013 | Q3 2023 | 41 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2023 | 41 |
TRUST CO OF OKLAHOMA | 28 | 13 | 0.10% | 0.30% | 0.61% | Q2 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.02% | 0.04% | 0.10% | Q3 2013 | Q3 2023 | 41 |
Asset Management One Co., Ltd. | 29 | 12 | 0.02% | 0.08% | 0.17% | Q2 2013 | Q3 2023 | 41 |
INTEGRAL DERIVATIVES, LLC | 18 | 18 | 0.01% | 0.13% | 0.66% | Q4 2013 | Q1 2018 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.02% | 0.11% | 0.48% | Q2 2013 | Q3 2023 | 41 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 41 | 41 | 0.06% | 0.11% | 0.21% | Q3 2013 | Q3 2023 | 41 |
WOLVERINE ASSET MANAGEMENT LLC | 15 | 1 | 0.00% | 0.02% | 0.23% | Q2 2013 | Q3 2023 | 40 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 40 | 40 | 0.09% | 0.17% | 0.46% | Q4 2013 | Q3 2023 | 40 |
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC | 40 | 40 | 1.63% | 5.13% | 7.87% | Q4 2013 | Q3 2023 | 40 |
JENNISON ASSOCIATES LLC | 29 | 11 | 0.05% | 0.14% | 0.30% | Q2 2013 | Q3 2023 | 40 |
WALNUT PRIVATE EQUITY PARTNERS, LLC | 40 | 40 | 0.09% | 6.03% | 12.91% | Q4 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.04% | 0.07% | 0.16% | Q4 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.06% | 0.11% | 0.20% | Q4 2013 | Q3 2023 | 40 |
BLAIR WILLIAM & CO/IL | 30 | 10 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 40 |
COMERICA BANK | 38 | 2 | 0.00% | 0.06% | 0.12% | Q3 2013 | Q3 2023 | 40 |
CWM, LLC | 32 | 8 | 0.00% | 0.07% | 0.41% | Q3 2013 | Q3 2023 | 40 |
Moors & Cabot, Inc. | 39 | 39 | 0.02% | 0.62% | 1.00% | Q1 2014 | Q3 2023 | 40 |
State of Alaska, Department of Revenue | 26 | 6 | 0.01% | 0.11% | 0.33% | Q2 2013 | Q3 2023 | 40 |
Asset Management Advisors, LLC | 40 | 40 | 1.84% | 4.37% | 8.17% | Q4 2013 | Q3 2023 | 40 |
LPL Financial LLC | 28 | 12 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 40 |
Fernwood Investment Management, LLC | 40 | 40 | 0.20% | 0.67% | 1.83% | Q4 2013 | Q3 2023 | 40 |
WESTPAC BANKING CORP | 40 | 40 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q1 2023 | 40 |
B. Riley Wealth Advisors, Inc. | 30 | 10 | 0.02% | 0.11% | 0.24% | Q2 2013 | Q3 2023 | 40 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 37 | 1 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 40 |
TRUST CO OF VERMONT | 33 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.06% | 0.12% | 0.21% | Q3 2013 | Q3 2023 | 40 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.04% | 0.71% | 2.60% | Q1 2014 | Q3 2023 | 39 |
MEEDER ASSET MANAGEMENT INC | 22 | 1 | 0.00% | 0.10% | 0.38% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.03% | 0.13% | 0.27% | Q1 2014 | Q3 2023 | 39 |
NEVILLE RODIE & SHAW INC | 39 | 39 | 0.04% | 0.11% | 0.34% | Q2 2013 | Q4 2022 | 39 |
DELTA ASSET MANAGEMENT LLC/TN | 35 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 39 |
NJ State Employees Deferred Compensation Plan | 39 | 39 | 0.11% | 0.20% | 0.42% | Q1 2014 | Q3 2023 | 39 |
Regent Investment Management LLC | 39 | 39 | 0.43% | 0.98% | 1.49% | Q2 2013 | Q4 2022 | 39 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 15 | 10 | 0.03% | 0.08% | 0.22% | Q2 2013 | Q3 2023 | 39 |
Wellington Shields Capital Management, LLC | 29 | 10 | 0.01% | 0.25% | 0.51% | Q2 2013 | Q3 2023 | 39 |
SENTRY INVESTMENT MANAGEMENT LLC | 27 | 1 | 0.01% | 0.12% | 0.32% | Q2 2013 | Q3 2023 | 39 |
Avior Wealth Management, LLC | 39 | 39 | 0.00% | 0.03% | 0.12% | Q1 2014 | Q3 2023 | 39 |
Linscomb & Williams, Inc. | 22 | 6 | 0.02% | 0.15% | 0.37% | Q2 2013 | Q3 2023 | 39 |
SHELL ASSET MANAGEMENT CO | 33 | 6 | 0.00% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 39 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.01% | 0.06% | 0.21% | Q1 2014 | Q3 2023 | 39 |
INTACT INVESTMENT MANAGEMENT INC. | 39 | 39 | 0.03% | 0.10% | 0.16% | Q1 2014 | Q3 2023 | 39 |
North Star Investment Management Corp. | 39 | 39 | 0.00% | 0.05% | 0.10% | Q1 2014 | Q3 2023 | 39 |
Korea Investment CORP | 28 | 11 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 39 |
EagleClaw Capital Managment, LLC | 39 | 39 | 0.23% | 0.88% | 1.97% | Q1 2014 | Q3 2023 | 39 |
Laurion Capital Management LP | 5 | 1 | 0.00% | 0.15% | 1.01% | Q1 2014 | Q1 2022 | 39 |
Tower Research Capital LLC (TRC) | 19 | 8 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 39 |
Bollard Group LLC | 24 | 14 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 38 |
Covington Capital Management | 38 | 38 | 0.02% | 0.28% | 1.20% | Q2 2013 | Q3 2022 | 38 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 14 | 1 | 0.26% | 1.65% | 3.46% | Q3 2006 | Q3 2021 | 38 |
Candriam S.C.A. | 36 | 36 | 0.01% | 0.06% | 0.21% | Q4 2014 | Q3 2023 | 38 |
Salient Capital Advisors, LLC | 38 | 38 | 2.48% | 6.01% | 9.81% | Q2 2013 | Q3 2022 | 38 |
Aspen Investment Management Inc | 27 | 11 | 0.13% | 0.42% | 1.32% | Q2 2013 | Q3 2023 | 38 |
MACKENZIE FINANCIAL CORP | 32 | 2 | 0.00% | 0.24% | 0.49% | Q2 2013 | Q3 2023 | 38 |
SEGALL BRYANT & HAMILL, LLC | 28 | 10 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 38 |
Catalyst Capital Advisors LLC | 38 | 38 | 0.08% | 0.50% | 1.10% | Q2 2014 | Q3 2023 | 38 |
DAVENPORT & Co LLC | 28 | 10 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 38 |
State of New Jersey Common Pension Fund D | 38 | 38 | 0.05% | 0.08% | 0.17% | Q2 2014 | Q3 2023 | 38 |
Evercore Wealth Management, LLC | 19 | 7 | 0.01% | 0.48% | 1.86% | Q2 2013 | Q3 2023 | 38 |
AMG National Trust Bank | 27 | 11 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 38 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 19 | 2 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 38 |
Hartford Financial Management Inc. | 29 | 2 | 0.02% | 0.25% | 0.45% | Q2 2013 | Q3 2023 | 38 |
Raymond James Financial Services Advisors, Inc. | 35 | 1 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 38 |
SIGNATUREFD, LLC | 36 | 2 | 0.00% | 0.04% | 0.18% | Q1 2014 | Q3 2023 | 38 |
AGF INVESTMENTS INC. | 38 | 38 | 0.18% | 0.84% | 1.85% | Q2 2013 | Q3 2022 | 38 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 21 | 2 | 0.00% | 0.10% | 0.28% | Q2 2013 | Q3 2023 | 38 |
Advisors Capital Management, LLC | 29 | 9 | 0.04% | 0.61% | 1.32% | Q4 2013 | Q3 2023 | 38 |
GABELLI FUNDS LLC | 34 | 3 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 37 |
BAHL & GAYNOR INC | 26 | 11 | 0.02% | 0.79% | 2.18% | Q2 2013 | Q3 2023 | 37 |
Brookfield Asset Management | 17 | 1 | 0.34% | 0.91% | 1.92% | Q2 2013 | Q3 2023 | 37 |
National Pension Service | 37 | 37 | 0.07% | 0.12% | 0.22% | Q3 2014 | Q3 2023 | 37 |
Laird Norton Wetherby Wealth Management, LLC | 25 | 1 | 0.03% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 37 |
M&R CAPITAL MANAGEMENT INC | 27 | 10 | 0.01% | 0.06% | 0.32% | Q2 2013 | Q4 2023 | 37 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 24 | 4 | 0.00% | 0.05% | 0.20% | Q2 2013 | Q1 2023 | 37 |
TWO SIGMA SECURITIES, LLC | 9 | 1 | 0.00% | 0.02% | 0.12% | Q3 2016 | Q3 2023 | 37 |
PUTNAM INVESTMENTS LLC | 37 | 37 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q2 2022 | 37 |
Bluefin Trading, LLC | 14 | 1 | 0.00% | 0.25% | 1.21% | Q2 2013 | Q4 2019 | 37 |
ADVISOR PARTNERS LLC | 37 | 37 | 0.04% | 0.14% | 0.37% | Q2 2013 | Q2 2022 | 37 |
Penbrook Management LLC | 24 | 12 | 0.39% | 0.64% | 1.22% | Q4 2013 | Q3 2023 | 36 |
WESTWOOD HOLDINGS GROUP INC | 16 | 9 | 0.01% | 0.25% | 1.23% | Q2 2013 | Q3 2023 | 36 |
HOLLENCREST CAPITAL MANAGEMENT | 36 | 36 | 0.04% | 0.30% | 1.38% | Q4 2014 | Q3 2023 | 36 |
HighTower Trust Company, N.A. | 18 | 3 | 0.07% | 0.25% | 0.41% | Q2 2013 | Q1 2023 | 36 |
AMP Capital Investors Ltd | 36 | 36 | 0.04% | 0.49% | 1.84% | Q2 2013 | Q1 2022 | 36 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 22 | 3 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 36 |
IBM Retirement Fund | 36 | 36 | 0.06% | 0.11% | 0.20% | Q2 2013 | Q1 2022 | 36 |
Patten Group, Inc. | 36 | 36 | 0.05% | 0.24% | 0.50% | Q4 2014 | Q3 2023 | 36 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 20 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.04% | 0.08% | 0.17% | Q2 2013 | Q1 2022 | 36 |
FIRST TRUST ADVISORS LP | 29 | 1 | 0.00% | 0.06% | 0.27% | Q2 2013 | Q3 2023 | 36 |
SYNOVUS FINANCIAL CORP | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 36 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 12 | 6 | 0.00% | 0.05% | 0.33% | Q2 2013 | Q3 2023 | 36 |
GATEWAY INVESTMENT ADVISERS LLC | 28 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2023 | 36 |
VICTORY CAPITAL MANAGEMENT INC | 33 | 1 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2023 | 36 |
Chicago Partners Investment Group LLC | 36 | 36 | 0.02% | 0.60% | 1.47% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.01% | 0.05% | 0.14% | Q4 2014 | Q3 2023 | 36 |
KINGS POINT CAPITAL MANAGEMENT | 36 | 36 | 0.03% | 0.11% | 0.42% | Q2 2013 | Q1 2022 | 36 |
AMERICAN NATIONAL INSURANCE CO | 36 | 36 | 0.02% | 0.11% | 0.26% | Q2 2013 | Q1 2022 | 36 |
People's United Financial, Inc. | 35 | 35 | 0.01% | 0.09% | 0.34% | Q2 2013 | Q4 2021 | 35 |
INGALLS & SNYDER LLC | 30 | 30 | 0.02% | 2.21% | 3.76% | Q2 2016 | Q3 2023 | 35 |
IFP Advisors, Inc | 17 | 2 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q3 2023 | 35 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 33 | 2 | 0.01% | 0.31% | 1.66% | Q1 2014 | Q3 2023 | 35 |
TRUIST FINANCIAL CORP | 19 | 16 | 0.01% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 35 |
CRAWFORD INVESTMENT COUNSEL INC | 21 | 14 | 0.02% | 1.11% | 3.50% | Q2 2013 | Q3 2023 | 35 |
TIEDEMANN ADVISORS, LLC | 18 | 1 | 0.01% | 1.30% | 4.76% | Q2 2013 | Q4 2022 | 35 |
Pentwater Capital Management LP | 34 | 1 | 0.01% | 0.16% | 1.42% | Q2 2014 | Q3 2023 | 35 |
Mengis Capital Management, Inc. | 35 | 35 | 0.06% | 0.44% | 1.15% | Q1 2015 | Q3 2023 | 35 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.00% | 0.05% | 0.39% | Q2 2013 | Q4 2021 | 35 |
Advisory Services Network, LLC | 27 | 1 | 0.02% | 0.05% | 0.15% | Q4 2013 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.01% | 0.22% | 0.98% | Q1 2015 | Q3 2023 | 35 |
Calamos Advisors LLC | 33 | 1 | 0.00% | 0.04% | 0.08% | Q4 2014 | Q3 2023 | 34 |
Parkside Financial Bank & Trust | 33 | 1 | 0.00% | 0.11% | 0.47% | Q2 2014 | Q3 2023 | 34 |
BROWN BROTHERS HARRIMAN & CO | 20 | 1 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 34 |
World Asset Management Inc | 34 | 34 | 0.04% | 0.10% | 0.17% | Q2 2013 | Q3 2021 | 34 |
WEDBUSH SECURITIES INC | 29 | 5 | 0.02% | 0.05% | 0.08% | Q3 2014 | Q3 2023 | 34 |
Cutter & CO Brokerage, Inc. | 25 | 9 | 0.24% | 0.67% | 1.50% | Q2 2013 | Q3 2023 | 34 |
WESBANCO BANK INC | 12 | 6 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q2 2022 | 34 |
Compagnie Lombard Odier SCmA | 17 | 2 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q3 2023 | 34 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 24 | 10 | 0.00% | 0.46% | 1.04% | Q3 2013 | Q3 2023 | 34 |
VIKING FUND MANAGEMENT LLC | 23 | 11 | 0.28% | 2.45% | 4.95% | Q2 2013 | Q4 2021 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2022 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.01% | 0.03% | 0.07% | Q2 2015 | Q3 2023 | 34 |
FIRST MERCANTILE TRUST CO | 34 | 34 | 0.03% | 0.16% | 0.44% | Q2 2013 | Q3 2021 | 34 |
CIBC WORLD MARKET INC. | 21 | 1 | 0.00% | 0.03% | 0.26% | Q2 2013 | Q3 2023 | 34 |
Gemmer Asset Management LLC | 33 | 33 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q1 2022 | 33 |
NATIXIS | 12 | 1 | 0.00% | 0.21% | 0.89% | Q2 2013 | Q2 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q4 2023 | 33 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 25 | 8 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q3 2023 | 33 |
Smithfield Trust Co | 19 | 14 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 33 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 33 | 33 | 0.05% | 0.11% | 0.20% | Q2 2015 | Q2 2023 | 33 |
Cetera Advisor Networks LLC | 16 | 2 | 0.01% | 0.04% | 0.10% | Q1 2013 | Q3 2023 | 33 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.02% | 0.09% | 0.26% | Q2 2013 | Q3 2023 | 33 |
FDx Advisors, Inc. | 28 | 5 | 0.01% | 0.07% | 0.22% | Q2 2014 | Q3 2023 | 33 |
NICHOLAS COMPANY, INC. | 21 | 12 | 0.01% | 0.11% | 0.39% | Q2 2013 | Q3 2023 | 33 |
ING GROEP NV | 18 | 1 | 0.00% | 0.06% | 0.34% | Q2 2013 | Q3 2023 | 33 |
ROTHSCHILD INVESTMENT LLC /IL | 16 | 2 | 0.02% | 0.07% | 0.17% | Q2 2013 | Q3 2023 | 33 |
Princeton Portfolio Strategies Group LLC | 33 | 33 | 0.12% | 0.53% | 1.14% | Q2 2013 | Q2 2021 | 33 |
BALYASNY ASSET MANAGEMENT L.P. | 8 | 1 | 0.00% | 0.15% | 1.51% | Q2 2013 | Q1 2023 | 33 |
WELLINGTON MANAGEMENT GROUP LLP | 21 | 3 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 33 |
Johnson Financial Group, Inc. | 28 | 5 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q4 2022 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.02% | 0.14% | 0.96% | Q2 2013 | Q2 2021 | 33 |
QS Investors, LLC | 33 | 33 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q2 2021 | 33 |
American National Registered Investment Advisor, Inc. | 27 | 5 | 0.08% | 0.27% | 0.59% | Q2 2013 | Q1 2022 | 32 |
Cowen Prime Services LLC | 32 | 32 | 0.01% | 0.51% | 2.05% | Q3 2013 | Q2 2021 | 32 |
BALDWIN BROTHERS LLC/MA | 32 | 32 | 0.01% | 0.03% | 0.20% | Q1 2016 | Q4 2023 | 32 |
LS Investment Advisors, LLC | 32 | 32 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q1 2021 | 32 |
Employees Retirement System of Texas | 25 | 1 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q2 2022 | 32 |
Mirae Asset Global Investments Co., Ltd. | 24 | 1 | 0.00% | 0.19% | 0.51% | Q3 2013 | Q3 2023 | 32 |
MARKSTON INTERNATIONAL LLC | 32 | 32 | 0.00% | 0.28% | 0.50% | Q2 2013 | Q1 2021 | 32 |
REAVES W H & CO INC | 26 | 6 | 0.90% | 2.15% | 4.35% | Q2 2013 | Q3 2023 | 32 |
Country Club Trust Company, n.a. | 19 | 5 | 0.02% | 0.05% | 0.14% | Q2 2013 | Q4 2021 | 32 |
KCM INVESTMENT ADVISORS LLC | 24 | 8 | 0.01% | 0.30% | 0.91% | Q2 2013 | Q3 2023 | 32 |
SECURITY NATIONAL TRUST CO | 26 | 6 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2021 | 32 |
Heronetta Management, L.P. | 21 | 11 | 0.12% | 4.01% | 6.86% | Q3 2013 | Q3 2023 | 32 |
EATON VANCE MANAGEMENT | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2022 | 32 |
Syntal Capital Partners, LLC | 26 | 6 | 0.05% | 0.38% | 1.06% | Q2 2014 | Q3 2023 | 32 |
IndexIQ Advisors LLC | 23 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2022 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.01% | 0.04% | 0.12% | Q1 2016 | Q4 2023 | 32 |
Cohen Capital Management, Inc. | 32 | 32 | 0.32% | 0.57% | 1.08% | Q4 2015 | Q3 2023 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q3 2023 | 31 |
Frontier Wealth Management LLC | 31 | 31 | 0.01% | 0.12% | 0.31% | Q4 2014 | Q2 2022 | 31 |
Tradewinds Capital Management, LLC | 31 | 31 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2023 | 31 |
Dorsey & Whitney Trust CO LLC | 19 | 2 | 0.02% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 31 |
Cetera Advisors LLC | 18 | 2 | 0.01% | 0.03% | 0.06% | Q2 2014 | Q3 2023 | 31 |
Permit Capital, LLC | 31 | 31 | 0.41% | 1.08% | 1.60% | Q2 2013 | Q4 2020 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 31 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 20 | 11 | 0.08% | 0.54% | 1.14% | Q2 2013 | Q3 2023 | 31 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 26 | 5 | 0.00% | 0.06% | 0.21% | Q2 2013 | Q3 2021 | 31 |
Gradient Investments LLC | 20 | 2 | 0.00% | 0.08% | 0.58% | Q2 2013 | Q3 2023 | 31 |
PATTEN & PATTEN INC/TN | 11 | 2 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.04% | 0.10% | 0.32% | Q2 2013 | Q4 2020 | 31 |
RATIONAL ADVISORS LLC | 9 | 2 | 0.00% | 0.02% | 0.24% | Q2 2011 | Q3 2023 | 31 |
Diversified Trust Co | 21 | 1 | 0.01% | 0.07% | 0.21% | Q2 2013 | Q4 2023 | 31 |
OPTIMUM INVESTMENT ADVISORS | 24 | 7 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q4 2023 | 31 |
Point72 Hong Kong Ltd | 9 | 1 | 0.00% | 0.05% | 0.26% | Q3 2014 | Q3 2022 | 31 |
Pacer Advisors, Inc. | 19 | 12 | 0.01% | 0.06% | 0.14% | Q4 2015 | Q3 2023 | 31 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 25 | 6 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 31 |
JNBA Financial Advisors | 31 | 31 | 0.00% | 0.01% | 0.15% | Q1 2016 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.03% | 0.07% | 0.14% | Q2 2013 | Q4 2020 | 31 |
Point72 Asset Management, L.P. | 13 | 1 | 0.00% | 0.18% | 1.55% | Q2 2014 | Q1 2023 | 31 |
FIRST NATIONAL TRUST CO | 28 | 3 | 0.02% | 0.08% | 0.21% | Q2 2013 | Q3 2023 | 31 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 27 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 31 |
Ecofin Advisors Ltd | 31 | 31 | 1.03% | 4.26% | 10.70% | Q2 2013 | Q4 2020 | 31 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 30 | 30 | 0.05% | 0.11% | 0.22% | Q2 2013 | Q3 2020 | 30 |
SCOTIA CAPITAL INC. | 16 | 1 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 30 |
NBW CAPITAL LLC | 20 | 5 | 0.42% | 1.90% | 4.16% | Q2 2013 | Q3 2023 | 30 |
Hudock, Inc. | 29 | 1 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2022 | 30 |
PRUDENTIAL PLC | 16 | 2 | 0.00% | 0.06% | 0.49% | Q1 2014 | Q3 2023 | 30 |
Alberta Investment Management Corp | 11 | 1 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 30 |
VALLEY NATIONAL ADVISERS INC | 30 | 30 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
GAM Holding AG | 30 | 30 | 0.10% | 0.26% | 0.39% | Q2 2013 | Q3 2020 | 30 |
Barnett & Company, Inc. | 21 | 3 | 0.00% | 1.43% | 3.86% | Q1 2015 | Q3 2023 | 30 |
Whetstone Capital Advisors, LLC | 15 | 15 | 1.79% | 7.68% | 18.82% | Q1 2014 | Q3 2017 | 30 |
Manchester Capital Management LLC | 29 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2023 | 30 |
CANADA PENSION PLAN INVESTMENT BOARD | 30 | 30 | 0.00% | 0.04% | 0.20% | Q1 2013 | Q2 2020 | 30 |
Cypress Capital Management LLC (WY) | 30 | 30 | 0.01% | 0.03% | 0.09% | Q2 2016 | Q3 2023 | 30 |
Robertson Opportunity Capital, LLC | 30 | 30 | 3.66% | 6.11% | 10.50% | Q2 2016 | Q3 2023 | 30 |
SL ADVISORS, LLC | 30 | 30 | 1.99% | 5.30% | 9.43% | Q2 2016 | Q3 2023 | 30 |
Financial Architects, Inc | 29 | 29 | 0.01% | 0.12% | 0.43% | Q2 2013 | Q2 2020 | 29 |
ELCO Management Co., LLC | 29 | 29 | 2.62% | 5.18% | 6.37% | Q3 2016 | Q3 2023 | 29 |
RMB Capital Management, LLC | 29 | 29 | 0.01% | 0.03% | 0.20% | Q3 2016 | Q3 2023 | 29 |
Pointe Capital Management LLC | 21 | 3 | 0.44% | 1.04% | 3.98% | Q1 2015 | Q3 2023 | 29 |
Checchi Capital Advisers, LLC | 15 | 1 | 0.02% | 0.06% | 0.14% | Q2 2014 | Q3 2023 | 29 |
PITCAIRN CO | 13 | 1 | 0.02% | 0.05% | 0.15% | Q4 2013 | Q3 2023 | 29 |
Stratos Wealth Partners, LTD. | 21 | 2 | 0.01% | 0.03% | 0.17% | Q2 2014 | Q3 2023 | 29 |
EQUITEC PROPRIETARY MARKETS, LLC | 10 | 1 | 0.00% | 0.20% | 0.62% | Q4 2014 | Q4 2021 | 29 |
TWO SIGMA ADVISERS, LP | 6 | 1 | 0.00% | 0.06% | 0.57% | Q3 2013 | Q1 2023 | 29 |
PineBridge Investments, L.P. | 13 | 5 | 0.00% | 0.07% | 0.34% | Q4 2015 | Q2 2023 | 29 |
Glassman Wealth Services | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
ADIRONDACK TRUST CO | 23 | 6 | 0.00% | 0.05% | 0.18% | Q1 2015 | Q3 2023 | 29 |
EVERENCE CAPITAL MANAGEMENT INC | 29 | 29 | 0.05% | 0.17% | 0.36% | Q2 2013 | Q2 2020 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.04% | 0.12% | 0.23% | Q4 2013 | Q4 2020 | 29 |
NewSquare Capital LLC | 21 | 1 | 0.00% | 0.08% | 0.27% | Q2 2013 | Q3 2023 | 29 |
Skylands Capital, LLC | 17 | 4 | 0.00% | 0.64% | 1.40% | Q2 2013 | Q3 2023 | 29 |
Meiji Yasuda Asset Management Co Ltd. | 29 | 29 | 0.02% | 0.04% | 0.09% | Q3 2016 | Q3 2023 | 29 |
Harbor Advisors LLC | 28 | 28 | 0.04% | 0.08% | 0.15% | Q4 2016 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2022 | 28 |
Parkwood LLC | 19 | 2 | 0.06% | 0.31% | 1.17% | Q4 2013 | Q3 2023 | 28 |
Sheaff Brock Investment Advisors, LLC | 15 | 13 | 0.02% | 0.04% | 0.06% | Q1 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
CADENCE CAPITAL MANAGEMENT LLC | 18 | 10 | 0.17% | 0.94% | 4.04% | Q3 2013 | Q3 2020 | 28 |
LEVIN CAPITAL STRATEGIES, L.P. | 28 | 28 | 0.05% | 0.72% | 2.98% | Q2 2013 | Q1 2020 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.01% | 0.09% | 0.48% | Q4 2016 | Q3 2023 | 28 |
CI INVESTMENTS INC. | 28 | 28 | 0.75% | 1.19% | 2.25% | Q4 2016 | Q3 2023 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.07% | 0.12% | 0.19% | Q4 2016 | Q3 2023 | 28 |
Gratus Capital, LLC | 20 | 4 | 0.03% | 1.44% | 3.20% | Q4 2014 | Q3 2023 | 28 |
SVB WEALTH LLC | 13 | 1 | 0.00% | 0.03% | 0.14% | Q4 2014 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.05% | 0.08% | 0.11% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.04% | 0.12% | 0.31% | Q4 2016 | Q3 2023 | 28 |
STEADFAST CAPITAL MANAGEMENT LP | 23 | 23 | 0.49% | 3.22% | 7.34% | Q1 2014 | Q3 2019 | 28 |
Community Bank, N.A. | 18 | 10 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 28 |
CASTLEARK MANAGEMENT LLC | 15 | 1 | 0.01% | 0.09% | 0.34% | Q3 2013 | Q3 2023 | 28 |
MASSMUTUAL TRUST CO FSB/ADV | 26 | 2 | 0.00% | 0.06% | 0.16% | Q4 2014 | Q4 2023 | 28 |
Andra AP-fonden | 17 | 4 | 0.02% | 0.06% | 0.15% | Q2 2013 | Q3 2020 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.00% | 0.14% | 0.40% | Q4 2016 | Q3 2023 | 28 |
CIBC WORLD MARKETS CORP | 20 | 1 | 0.01% | 0.14% | 0.65% | Q4 2015 | Q3 2023 | 28 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.07% | 0.11% | 0.20% | Q1 2017 | Q3 2023 | 27 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 21 | 6 | 0.03% | 2.27% | 4.02% | Q3 2014 | Q3 2023 | 27 |
Harvest Fund Advisors LLC | 18 | 9 | 0.71% | 3.92% | 10.17% | Q2 2013 | Q1 2020 | 27 |
WILKINS INVESTMENT COUNSEL INC | 24 | 1 | 0.08% | 1.57% | 2.76% | Q2 2014 | Q3 2023 | 27 |
OppenheimerFunds, Inc. | 25 | 25 | 0.00% | 0.22% | 0.50% | Q1 2013 | Q1 2019 | 27 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 11 | 1 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 27 |
Capital Advisors, Ltd. LLC | 18 | 9 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 27 |
Baystate Wealth Management LLC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
First Personal Financial Services | 27 | 27 | 0.00% | 0.02% | 0.12% | Q4 2014 | Q2 2021 | 27 |
CAPITAL MANAGEMENT CORP /VA | 10 | 2 | 0.05% | 0.08% | 0.15% | Q2 2013 | Q3 2023 | 27 |
OAKBROOK INVESTMENTS LLC | 27 | 27 | 0.04% | 0.10% | 0.20% | Q2 2013 | Q4 2019 | 27 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 27 | 27 | 0.55% | 1.15% | 1.54% | Q2 2013 | Q4 2019 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q4 2019 | 27 |
CLEARARC CAPITAL INC | 27 | 27 | 0.08% | 0.18% | 0.61% | Q2 2013 | Q4 2019 | 27 |
Municipal Employees' Retirement System of Michigan | 20 | 7 | 0.01% | 0.05% | 0.11% | Q3 2013 | Q2 2020 | 27 |
EVERGREEN CAPITAL MANAGEMENT LLC | 25 | 25 | 0.00% | 0.04% | 0.20% | Q3 2017 | Q3 2023 | 27 |
Oakworth Capital, Inc. | 27 | 27 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q2 2020 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 23 | 4 | 0.01% | 0.09% | 0.35% | Q2 2013 | Q1 2020 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.01% | 0.03% | 0.10% | Q1 2017 | Q3 2023 | 27 |
Rehmann Capital Advisory Group | 10 | 3 | 0.01% | 0.07% | 0.53% | Q4 2010 | Q3 2023 | 27 |
ARMSTRONG SHAW ASSOCIATES INC/CT | 27 | 27 | 1.56% | 2.53% | 4.01% | Q1 2017 | Q3 2023 | 27 |
Relative Value Partners Group, LLC | 19 | 7 | 0.03% | 0.08% | 0.18% | Q1 2017 | Q3 2023 | 26 |
BP PLC | 10 | 7 | 0.03% | 0.10% | 0.16% | Q1 2014 | Q2 2021 | 26 |
Verition Fund Management LLC | 9 | 1 | 0.00% | 0.08% | 0.54% | Q2 2013 | Q3 2023 | 26 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.00% | 0.05% | 0.15% | Q4 2016 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.01% | 0.08% | 0.28% | Q2 2013 | Q3 2019 | 26 |
Osborn Williams & Donohoe LLC | 26 | 26 | 0.05% | 0.29% | 1.25% | Q2 2013 | Q3 2019 | 26 |
CSS LLC/IL | 14 | 6 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q2 2019 | 26 |
OPUS INVESTMENT MANAGEMENT INC | 20 | 6 | 0.21% | 0.74% | 2.14% | Q3 2014 | Q3 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.10% | 0.48% | Q2 2013 | Q3 2019 | 26 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 17 | 9 | 0.40% | 1.03% | 3.01% | Q2 2014 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.03% | 0.04% | 0.06% | Q3 2016 | Q3 2023 | 26 |
Heritage Trust Co | 26 | 26 | 0.02% | 0.05% | 0.08% | Q2 2017 | Q3 2023 | 26 |
Tortoise Index Solutions, LLC | 24 | 2 | 6.41% | 7.42% | 9.71% | Q2 2015 | Q3 2023 | 26 |
Centre Asset Management, LLC | 22 | 4 | 0.11% | 1.81% | 3.16% | Q3 2016 | Q4 2023 | 26 |
Cornerstone Advisors, Inc. | 24 | 2 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2020 | 26 |
Jacobi Capital Management LLC | 22 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 26 |
Maple-Brown Abbott Ltd | 26 | 26 | 0.75% | 5.39% | 11.94% | Q2 2017 | Q3 2023 | 26 |
Avantax Planning Partners, Inc. | 11 | 6 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 26 |
Northeast Financial Consultants Inc | 17 | 1 | 0.01% | 0.17% | 0.45% | Q4 2013 | Q3 2023 | 26 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 11 | 3 | 0.01% | 0.15% | 0.42% | Q2 2013 | Q3 2023 | 25 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 9 | 0.00% | 0.02% | 0.08% | Q3 2013 | Q1 2021 | 25 |
ADVISORY RESEARCH INC | 25 | 25 | 0.21% | 1.36% | 3.35% | Q2 2013 | Q2 2019 | 25 |
ClearBridge Investments Ltd | 17 | 8 | 0.00% | 4.97% | 12.82% | Q4 2016 | Q2 2023 | 25 |
Sculptor Capital LP | 10 | 10 | 0.00% | 0.35% | 1.29% | Q2 2013 | Q3 2015 | 25 |
INTRUST BANK NA | 19 | 6 | 0.06% | 0.13% | 0.20% | Q1 2014 | Q3 2023 | 25 |
Mosaic Family Wealth, LLC | 25 | 25 | 0.06% | 0.12% | 0.24% | Q4 2015 | Q4 2021 | 25 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 11 | 6 | 0.01% | 0.03% | 0.19% | Q2 2013 | Q1 2020 | 25 |
ADELL HARRIMAN & CARPENTER INC | 21 | 1 | 0.06% | 0.59% | 1.45% | Q2 2015 | Q3 2023 | 25 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 13 | 12 | 0.00% | 0.31% | 2.05% | Q2 2013 | Q3 2023 | 25 |
CAPTRUST FINANCIAL ADVISORS | 25 | 25 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 25 |
FIRST QUADRANT LLC/CA | 15 | 10 | 0.00% | 0.08% | 0.57% | Q2 2013 | Q3 2020 | 25 |
abrdn plc | 25 | 25 | 0.01% | 0.07% | 0.12% | Q3 2017 | Q3 2023 | 25 |
Tredje AP-fonden | 25 | 25 | 0.05% | 0.18% | 0.43% | Q2 2015 | Q2 2021 | 25 |
YorkBridge Wealth Partners, LLC | 25 | 25 | 0.05% | 0.19% | 0.35% | Q4 2016 | Q4 2022 | 25 |
NEXT Financial Group, Inc | 10 | 2 | 0.00% | 0.01% | 0.06% | Q3 2014 | Q4 2021 | 25 |
HOURGLASS CAPITAL, LLC | 25 | 25 | 1.17% | 1.87% | 2.50% | Q3 2017 | Q3 2023 | 25 |
Magnetar Financial LLC | 7 | 1 | 0.00% | 0.62% | 2.87% | Q2 2013 | Q1 2022 | 25 |
PRELUDE CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.03% | 0.14% | Q3 2013 | Q4 2022 | 25 |
Vident Investment Advisory, LLC | 23 | 2 | 0.00% | 0.50% | 1.19% | Q2 2015 | Q2 2023 | 25 |
PALISADE CAPITAL MANAGEMENT, LP | 25 | 25 | 0.01% | 0.09% | 0.28% | Q3 2013 | Q3 2019 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.00% | 0.41% | 2.84% | Q2 2013 | Q2 2019 | 25 |
Nikko Asset Management Americas, Inc. | 22 | 1 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 25 |
TELEMUS CAPITAL, LLC | 15 | 9 | 0.02% | 0.23% | 0.55% | Q1 2017 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
EVERETT HARRIS & CO /CA/ | 21 | 3 | 0.01% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.03% | 0.15% | 0.30% | Q2 2013 | Q1 2019 | 24 |
Centerpoint Advisors, LLC | 24 | 24 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.06% | 0.12% | 0.25% | Q4 2017 | Q3 2023 | 24 |
Westchester Capital Management, LLC | 9 | 5 | 0.01% | 0.82% | 1.30% | Q4 2012 | Q2 2016 | 24 |
Inspire Investing, LLC | 24 | 24 | 0.04% | 0.12% | 0.24% | Q4 2017 | Q3 2023 | 24 |
CLEAR STREET MARKETS LLC | 10 | 4 | 0.00% | 0.18% | 1.34% | Q4 2013 | Q3 2023 | 24 |
Allworth Financial LP | 22 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 24 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 13 | 1 | 0.08% | 1.43% | 7.55% | Q4 2016 | Q3 2023 | 24 |
PIN OAK INVESTMENT ADVISORS INC | 24 | 24 | 0.01% | 0.07% | 0.17% | Q4 2017 | Q3 2023 | 24 |
AGF Investments America Inc. | 24 | 24 | 0.34% | 0.74% | 1.73% | Q2 2016 | Q1 2022 | 24 |
Meiji Yasuda Life Insurance Co | 12 | 1 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 24 |
Opus Capital Group, LLC | 11 | 3 | 0.04% | 0.11% | 0.20% | Q2 2013 | Q3 2023 | 24 |
Dynamic Advisor Solutions LLC | 23 | 1 | 0.03% | 0.06% | 0.15% | Q3 2014 | Q3 2023 | 24 |
Global Retirement Partners, LLC | 11 | 6 | 0.00% | 0.04% | 0.10% | Q2 2017 | Q3 2023 | 24 |
LOWE BROCKENBROUGH & CO INC | 22 | 1 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 24 |
STOCK YARDS BANK & TRUST CO | 18 | 6 | 0.03% | 0.10% | 0.21% | Q4 2013 | Q3 2023 | 24 |
PAYDEN & RYGEL | 12 | 4 | 0.12% | 1.31% | 2.32% | Q2 2013 | Q2 2023 | 24 |
Mercer Capital Advisers, Inc. | 24 | 24 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q3 2020 | 24 |
KARPAS STRATEGIES, LLC | 11 | 4 | 0.08% | 0.16% | 0.27% | Q2 2013 | Q4 2019 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.02% | 0.17% | Q4 2017 | Q3 2023 | 24 |
Perkins Coie Trust Co | 23 | 1 | 0.00% | 0.34% | 0.56% | Q1 2016 | Q3 2023 | 24 |
ACG Wealth | 23 | 1 | 0.03% | 0.36% | 1.40% | Q1 2014 | Q2 2022 | 24 |
AE Wealth Management LLC | 18 | 6 | 0.00% | 0.05% | 0.35% | Q4 2016 | Q3 2023 | 24 |
MML INVESTORS SERVICES, LLC | 14 | 4 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.04% | 0.15% | 0.30% | Q2 2013 | Q1 2019 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.03% | 0.06% | 0.12% | Q4 2017 | Q3 2023 | 24 |
EXANE DERIVATIVES | 18 | 1 | 0.00% | 0.02% | 0.09% | Q4 2014 | Q1 2022 | 24 |
LOOMIS SAYLES & CO L P | 14 | 2 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
First Allied Advisory Services, Inc. | 14 | 10 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2020 | 24 |
Kovack Advisors, Inc. | 12 | 1 | 0.00% | 0.72% | 2.97% | Q4 2012 | Q4 2022 | 23 |
Horizon Kinetics | 23 | 23 | 0.10% | 0.17% | 0.24% | Q2 2013 | Q4 2018 | 23 |
Uniplan Investment Counsel, Inc. | 23 | 23 | 0.15% | 0.44% | 0.70% | Q1 2018 | Q3 2023 | 23 |
Barrett Asset Management, LLC | 22 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2021 | 23 |
MONETA GROUP INVESTMENT ADVISORS LLC | 13 | 3 | 0.00% | 0.09% | 0.31% | Q1 2014 | Q3 2023 | 23 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 13 | 10 | 0.13% | 0.20% | 0.36% | Q2 2013 | Q3 2023 | 23 |
Snowden Capital Advisors LLC | 12 | 3 | 0.01% | 0.04% | 0.08% | Q2 2017 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.06% | 0.08% | 0.11% | Q1 2018 | Q3 2023 | 23 |
Silvant Capital Management LLC | 23 | 23 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
Independence Bank of Kentucky | 21 | 2 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 23 |
LAKE STREET ADVISORS GROUP, LLC | 15 | 8 | 0.02% | 0.10% | 0.25% | Q4 2017 | Q3 2023 | 23 |
Gs Investments, Inc. | 13 | 1 | 0.29% | 0.95% | 1.88% | Q2 2017 | Q3 2023 | 23 |
Doyle Wealth Management | 23 | 23 | 0.54% | 1.58% | 3.20% | Q1 2017 | Q3 2022 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.02% | 0.11% | 0.24% | Q1 2018 | Q3 2023 | 23 |
Venturi Wealth Management, LLC | 11 | 6 | 0.07% | 0.33% | 0.70% | Q2 2017 | Q3 2023 | 23 |
Weiss Multi-Strategy Advisers LLC | 13 | 1 | 0.01% | 0.21% | 0.61% | Q2 2013 | Q4 2019 | 23 |
Lee Financial Co | 23 | 23 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 23 |
Brookstone Capital Management | 11 | 1 | 0.01% | 0.18% | 0.60% | Q3 2014 | Q2 2023 | 23 |
JANICZEK WEALTH MANAGEMENT, LLC | 22 | 1 | 0.04% | 0.06% | 0.08% | Q4 2016 | Q3 2023 | 23 |
Balentine LLC | 7 | 5 | 0.00% | 0.02% | 0.05% | Q1 2015 | Q1 2023 | 23 |
Simplicity Solutions, LLC | 7 | 1 | 0.01% | 0.08% | 0.21% | Q4 2016 | Q3 2023 | 23 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 12 | 11 | 0.00% | 0.17% | 0.48% | Q2 2013 | Q1 2020 | 23 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 23 |
Skandinaviska Enskilda Banken AB (publ) | 21 | 2 | 0.00% | 0.04% | 0.09% | Q4 2015 | Q2 2022 | 23 |
ARROW FINANCIAL CORP | 22 | 22 | 0.02% | 0.17% | 0.36% | Q2 2018 | Q3 2023 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.02% | 0.14% | 0.35% | Q2 2013 | Q3 2018 | 22 |
ONTARIO TEACHERS PENSION PLAN BOARD | 21 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2018 | 22 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 13 | 9 | 0.02% | 0.07% | 0.23% | Q2 2013 | Q3 2019 | 22 |
PRENTISS SMITH & CO INC | 22 | 22 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2018 | 22 |
NN Investment Partners Holdings N.V. | 11 | 11 | 0.00% | 0.05% | 0.12% | Q1 2016 | Q1 2022 | 22 |
AUGUSTINE ASSET MANAGEMENT INC | 22 | 22 | 0.18% | 0.21% | 0.31% | Q2 2018 | Q3 2023 | 22 |
Achmea Investment Management B.V. | 12 | 3 | 0.01% | 0.06% | 0.14% | Q1 2017 | Q3 2023 | 22 |
Capital Research Global Investors | 15 | 7 | 0.01% | 0.03% | 0.10% | Q1 2015 | Q1 2021 | 22 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Stockman Wealth Management, Inc. | 22 | 22 | 0.05% | 0.08% | 0.12% | Q2 2018 | Q3 2023 | 22 |
DIVIDEND ASSETS CAPITAL, LLC | 22 | 22 | 0.64% | 1.31% | 2.48% | Q2 2018 | Q3 2023 | 22 |
Lido Advisors, LLC | 21 | 1 | 0.01% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 22 |
FIRST HAWAIIAN BANK | 21 | 1 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 22 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 20 | 2 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2023 | 22 |
SHELTON CAPITAL MANAGEMENT | 10 | 1 | 0.01% | 0.02% | 0.07% | Q2 2014 | Q3 2023 | 22 |
HITE Hedge Asset Management LLC | 7 | 1 | 0.28% | 2.89% | 16.66% | Q2 2013 | Q1 2023 | 22 |
Icon Wealth Partners, LLC | 19 | 3 | 0.17% | 0.39% | 0.95% | Q4 2017 | Q3 2023 | 22 |
Wealth Alliance Advisory Group, LLC | 20 | 2 | 0.14% | 0.75% | 1.13% | Q1 2018 | Q3 2023 | 22 |
WMS Partners, LLC | 17 | 1 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q4 2022 | 22 |
COZAD ASSET MANAGEMENT INC | 22 | 22 | 0.28% | 0.38% | 0.53% | Q2 2018 | Q3 2023 | 22 |
Corient Capital Partners, LLC | 22 | 22 | 0.04% | 0.12% | 0.34% | Q2 2017 | Q3 2022 | 22 |
Aureus Asset Management, LLC | 19 | 3 | 0.03% | 0.14% | 0.43% | Q1 2018 | Q3 2023 | 22 |
EXENCIAL WEALTH ADVISORS, LLC | 21 | 1 | 0.02% | 0.05% | 0.11% | Q1 2013 | Q3 2023 | 22 |
HIGHLAND CAPITAL MANAGEMENT LP | 21 | 21 | 0.03% | 0.87% | 1.69% | Q2 2014 | Q2 2019 | 22 |
GABLES CAPITAL MANAGEMENT INC. | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Argent Trust Co | 22 | 22 | 0.11% | 0.16% | 0.21% | Q2 2018 | Q3 2023 | 22 |
Capital Analysts, LLC | 21 | 21 | 0.00% | 0.11% | 0.26% | Q3 2018 | Q3 2023 | 21 |
Edmonds Duncan Registered Investment Advisors, LLC | 21 | 21 | 0.18% | 0.23% | 0.28% | Q3 2018 | Q3 2023 | 21 |
Financial Management Professionals, Inc. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Clark Capital Management Group, Inc. | 10 | 2 | 0.26% | 0.46% | 0.96% | Q2 2013 | Q3 2023 | 21 |
NOVARE CAPITAL MANAGEMENT LLC | 15 | 6 | 0.07% | 0.25% | 1.03% | Q3 2014 | Q4 2019 | 21 |
E&G Advisors, LP | 12 | 9 | 0.10% | 0.63% | 1.52% | Q4 2013 | Q4 2019 | 21 |
HANCOCK WHITNEY CORP | 21 | 21 | 0.01% | 0.07% | 0.15% | Q3 2018 | Q3 2023 | 21 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 16 | 1 | 0.01% | 0.04% | 0.06% | Q2 2010 | Q2 2022 | 21 |
Gotham Asset Management, LLC | 7 | 1 | 0.01% | 0.11% | 0.30% | Q1 2016 | Q3 2023 | 21 |
SeaStone Capital Management, L.P. | 11 | 11 | 0.41% | 4.41% | 7.94% | Q2 2013 | Q4 2015 | 21 |
Somerset Group LLC | 21 | 21 | 0.25% | 0.34% | 0.49% | Q3 2018 | Q3 2023 | 21 |
Stokes Capital Advisors, LLC | 21 | 21 | 0.34% | 1.42% | 2.21% | Q3 2018 | Q3 2023 | 21 |
ARS Wealth Advisors, LLC | 9 | 1 | 0.06% | 1.02% | 2.99% | Q4 2013 | Q4 2019 | 21 |
TUDOR INVESTMENT CORP ET AL | 9 | 1 | 0.01% | 0.06% | 0.18% | Q2 2015 | Q1 2023 | 21 |
Laffer Tengler Investments, Inc. | 12 | 9 | 0.01% | 1.00% | 2.23% | Q2 2013 | Q1 2019 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.05% | 0.12% | Q3 2018 | Q3 2023 | 21 |
Adams Asset Advisors, LLC | 21 | 21 | 0.12% | 0.27% | 0.40% | Q3 2018 | Q3 2023 | 21 |
Highstreet Asset Management Inc. | 11 | 2 | 0.00% | 0.25% | 0.45% | Q2 2013 | Q4 2019 | 21 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 11 | 10 | 0.02% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 21 |
LINCOLN NATIONAL CORP | 19 | 1 | 0.01% | 0.01% | 0.10% | Q2 2015 | Q3 2023 | 21 |
Atria Investments, Inc | 10 | 1 | 0.01% | 0.09% | 0.17% | Q4 2016 | Q3 2023 | 21 |
LUCAS CAPITAL MANAGEMENT | 21 | 21 | 0.22% | 0.67% | 1.94% | Q1 2013 | Q1 2018 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 21 |
COLONY GROUP LLC | 9 | 2 | 0.00% | 0.02% | 0.10% | Q4 2013 | Q3 2023 | 21 |
PINNACLE FINANCIAL PARTNERS INC | 21 | 21 | 0.03% | 0.04% | 0.07% | Q3 2018 | Q3 2023 | 21 |
CULLEN/FROST BANKERS, INC. | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
HOWE & RUSLING INC | 13 | 1 | 0.00% | 0.21% | 1.06% | Q2 2013 | Q3 2022 | 21 |
Oxbow Advisors, LLC | 21 | 21 | 0.16% | 0.40% | 0.67% | Q3 2018 | Q3 2023 | 21 |
PRIO WEALTH LIMITED PARTNERSHIP | 11 | 2 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q2 2019 | 21 |
OMERS ADMINISTRATION Corp | 11 | 1 | 0.01% | 0.28% | 1.64% | Q2 2015 | Q4 2020 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.09% | 0.15% | 0.28% | Q2 2013 | Q2 2018 | 21 |
Endurance Wealth Management, Inc. | 20 | 1 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q2 2023 | 21 |
Trust Co | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Rockefeller Capital Management L.P. | 21 | 21 | 0.00% | 0.06% | 0.12% | Q3 2018 | Q3 2023 | 21 |
CAPITAL GUARDIAN TRUST CO | 21 | 21 | 0.00% | 0.23% | 0.62% | Q2 2014 | Q2 2019 | 21 |
Rafferty Asset Management, LLC | 18 | 1 | 0.05% | 0.10% | 0.14% | Q3 2015 | Q3 2023 | 20 |
Jackson Hole Capital Partners, LLC | 20 | 20 | 0.98% | 1.55% | 2.22% | Q4 2018 | Q3 2023 | 20 |
LOEB PARTNERS CORP | 11 | 9 | 0.18% | 1.10% | 2.90% | Q2 2013 | Q1 2019 | 20 |
SALEM INVESTMENT COUNSELORS INC | 19 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 20 |
AMERICAN CENTURY COMPANIES INC | 15 | 5 | 0.00% | 0.06% | 0.16% | Q4 2016 | Q3 2023 | 20 |
TPH Asset Management, LLC | 10 | 8 | 0.01% | 1.30% | 3.82% | Q2 2013 | Q4 2017 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.02% | 0.10% | 0.30% | Q1 2013 | Q4 2017 | 20 |
Heritage Wealth Advisors | 13 | 1 | 0.00% | 0.39% | 0.79% | Q1 2015 | Q3 2023 | 20 |
SEVEN EIGHT CAPITAL, LP | 4 | 1 | 0.06% | 0.31% | 0.74% | Q4 2013 | Q2 2023 | 20 |
Donoghue Forlines LLC | 12 | 1 | 0.14% | 0.62% | 1.91% | Q2 2017 | Q3 2023 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.06% | 0.14% | 0.25% | Q2 2013 | Q1 2018 | 20 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 20 | 20 | 0.02% | 0.18% | 0.72% | Q4 2018 | Q3 2023 | 20 |
Baird Financial Group, Inc. | 9 | 1 | 0.00% | 0.02% | 0.08% | Q2 2015 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2022 | 20 |
ROPES WEALTH ADVISORS LLC | 8 | 2 | 0.00% | 0.15% | 0.49% | Q4 2015 | Q3 2023 | 20 |
Man Group plc | 10 | 1 | 0.00% | 0.03% | 0.07% | Q1 2018 | Q3 2023 | 20 |
Yorktown Management & Research Co Inc | 10 | 10 | 0.04% | 0.46% | 1.26% | Q2 2013 | Q1 2020 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.10% | 0.25% | 0.55% | Q4 2017 | Q3 2022 | 20 |
NuWave Investment Management, LLC | 7 | 3 | 0.00% | 0.30% | 1.19% | Q2 2013 | Q2 2022 | 20 |
MOTCO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 20 |
Quantbot Technologies LP | 7 | 1 | 0.01% | 0.20% | 0.48% | Q2 2013 | Q2 2021 | 20 |
Global X Management CO LLC | 20 | 20 | 0.17% | 0.65% | 1.37% | Q3 2013 | Q2 2018 | 20 |
CENTRAL BANK & TRUST CO | 11 | 9 | 0.00% | 0.33% | 0.74% | Q2 2013 | Q3 2023 | 20 |
Sentry Investments Corp. | 20 | 20 | 0.07% | 0.17% | 0.24% | Q2 2013 | Q1 2018 | 20 |
MITCHELL GROUP INC | 11 | 9 | 0.42% | 1.91% | 4.04% | Q1 2013 | Q4 2018 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.09% | 0.23% | Q4 2018 | Q3 2023 | 20 |
COLDSTREAM CAPITAL MANAGEMENT INC | 5 | 3 | 0.01% | 0.13% | 0.66% | Q1 2015 | Q3 2023 | 20 |
Ausdal Financial Partners, Inc. | 19 | 1 | 0.02% | 0.08% | 0.10% | Q4 2015 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.00% | 0.03% | 0.10% | Q4 2018 | Q3 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.06% | 0.11% | 0.18% | Q4 2018 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.38% | 0.75% | Q4 2018 | Q3 2023 | 20 |
VNBTrust, National Association | 19 | 1 | 0.07% | 0.58% | 2.50% | Q2 2013 | Q2 2018 | 20 |
Vestmark Advisory Solutions, Inc. | 19 | 19 | 0.12% | 0.18% | 0.25% | Q1 2019 | Q3 2023 | 19 |
CYPRESS ASSET MANAGEMENT INC/TX | 19 | 19 | 0.06% | 0.21% | 0.44% | Q2 2013 | Q4 2017 | 19 |
Edge Capital Group, LLC | 11 | 8 | 0.02% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 19 |
WASHINGTON TRUST Co | 10 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 19 |
CREDIT AGRICOLE S A | 18 | 1 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 19 |
MARSHALL WACE, LLP | 11 | 1 | 0.00% | 0.04% | 0.13% | Q4 2015 | Q3 2023 | 19 |
GREENLEAF TRUST | 11 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 19 |
Gilman Hill Asset Management, LLC | 19 | 19 | 0.20% | 0.57% | 0.99% | Q1 2019 | Q3 2023 | 19 |
PATHSTONE FAMILY OFFICE, LLC | 6 | 1 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 19 |
Sigma Planning Corp | 12 | 1 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q3 2023 | 19 |
CROFT-LEOMINSTER INC | 19 | 19 | 0.62% | 1.59% | 2.36% | Q2 2013 | Q4 2017 | 19 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 19 | 19 | 0.01% | 0.08% | 0.39% | Q4 2017 | Q2 2022 | 19 |
DUPONT CAPITAL MANAGEMENT CORP | 14 | 5 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q4 2022 | 19 |
Perigon Wealth Management, LLC | 9 | 1 | 0.00% | 0.03% | 0.12% | Q2 2014 | Q3 2023 | 19 |
BENJAMIN EDWARDS INC | 19 | 19 | 0.02% | 0.18% | 0.37% | Q1 2019 | Q3 2023 | 19 |
Lombard Odier Asset Management (Europe) Ltd | 15 | 1 | 0.01% | 0.03% | 0.11% | Q4 2014 | Q4 2020 | 19 |
ArchPoint Investors | 19 | 19 | 0.01% | 0.37% | 1.28% | Q1 2017 | Q3 2021 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Beach Investment Management, LLC. | 10 | 2 | 0.58% | 1.69% | 2.84% | Q3 2013 | Q2 2019 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.24% | 0.74% | Q1 2019 | Q3 2023 | 19 |
BARINGS LLC | 9 | 1 | 0.01% | 0.05% | 0.14% | Q3 2013 | Q2 2022 | 19 |
SUN LIFE FINANCIAL INC | 18 | 1 | 0.00% | 0.11% | 0.40% | Q4 2015 | Q1 2021 | 19 |
Horizon Investments, LLC | 11 | 1 | 0.01% | 0.04% | 0.11% | Q2 2018 | Q3 2023 | 19 |
RBF Capital, LLC | 12 | 1 | 0.04% | 0.05% | 0.08% | Q4 2015 | Q3 2023 | 19 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 19 | 19 | 0.08% | 0.10% | 0.14% | Q1 2019 | Q3 2023 | 19 |
Crestwood Advisors Group, LLC | 18 | 1 | 0.00% | 0.36% | 0.57% | Q1 2017 | Q3 2023 | 19 |
CNB Bank | 18 | 1 | 0.00% | 0.73% | 1.17% | Q4 2017 | Q3 2023 | 19 |
ACADIAN ASSET MANAGEMENT LLC | 8 | 3 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 19 |
Hilltop Holdings Inc. | 10 | 9 | 0.04% | 0.19% | 0.51% | Q1 2014 | Q3 2023 | 19 |
Investors Research Corp | 19 | 19 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q2 2022 | 19 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 3 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q4 2022 | 19 |
Wellington Shields & Co., LLC | 9 | 1 | 0.06% | 0.17% | 0.91% | Q3 2013 | Q3 2023 | 19 |
TCW GROUP INC | 19 | 19 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q4 2017 | 19 |
Virtus ETF Advisers LLC | 8 | 2 | 0.04% | 1.66% | 4.50% | Q4 2015 | Q4 2022 | 19 |
Patriot Financial Group Insurance Agency, LLC | 19 | 19 | 0.00% | 0.03% | 0.10% | Q1 2019 | Q3 2023 | 19 |
Financial Enhancement Group LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2022 | 19 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 16 | 1 | 0.00% | 0.21% | 0.91% | Q2 2013 | Q3 2023 | 19 |
Sandy Spring Bank | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 19 |
CenterStar Asset Management, LLC | 5 | 4 | 0.00% | 0.03% | 0.19% | Q4 2017 | Q2 2021 | 19 |
Avalon Investment & Advisory | 10 | 9 | 0.01% | 0.37% | 1.06% | Q3 2013 | Q1 2023 | 19 |
Arden Trust Co | 19 | 19 | 0.04% | 0.22% | 0.43% | Q2 2019 | Q4 2023 | 19 |
WEALTHFRONT Corp | 11 | 7 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2018 | 18 |
FIRST INTERSTATE BANK | 18 | 18 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q4 2019 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.11% | 0.34% | Q2 2013 | Q3 2014 | 18 |
EAGLE ASSET MANAGEMENT INC | 18 | 18 | 0.01% | 0.13% | 0.46% | Q2 2019 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2017 | 18 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 1 | 0.00% | 0.00% | 0.05% | Q4 2016 | Q3 2023 | 18 |
Alexandria Capital, LLC | 14 | 4 | 0.01% | 0.56% | 1.08% | Q4 2016 | Q3 2021 | 18 |
SFMG, LLC | 8 | 1 | 0.03% | 0.06% | 0.20% | Q2 2014 | Q3 2023 | 18 |
Valeo Financial Advisors, LLC | 15 | 3 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2023 | 18 |
SeaCrest Wealth Management, LLC | 10 | 2 | 0.02% | 0.08% | 0.16% | Q4 2017 | Q3 2023 | 18 |
Renaissance Technologies | 4 | 1 | 0.01% | 0.06% | 0.16% | Q1 2014 | Q2 2023 | 18 |
NIPPON LIFE INSURANCE CO | 18 | 18 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2017 | 18 |
FAYEZ SAROFIM & CO | 12 | 1 | 0.00% | 0.02% | 0.09% | Q4 2013 | Q3 2023 | 18 |
ALLSTATE CORP | 11 | 2 | 0.01% | 0.15% | 1.02% | Q4 2016 | Q4 2022 | 18 |
Merit Financial Group, LLC | 11 | 7 | 0.03% | 0.06% | 0.09% | Q3 2018 | Q3 2023 | 18 |
Engineers Gate Manager LP | 9 | 1 | 0.02% | 0.14% | 0.36% | Q4 2014 | Q3 2023 | 18 |
Bramshill Investments, LLC | 18 | 18 | 0.08% | 0.19% | 0.29% | Q1 2019 | Q2 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2017 | 18 |
OSSIAM | 14 | 1 | 0.00% | 0.08% | 0.47% | Q4 2018 | Q3 2023 | 18 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 18 | 18 | 0.06% | 0.14% | 0.23% | Q2 2013 | Q3 2017 | 18 |
Sonora Investment Management, LLC | 12 | 3 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2021 | 18 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.09% | 0.83% | Q4 2014 | Q1 2022 | 18 |
WESPAC Advisors, LLC | 10 | 1 | 0.13% | 1.09% | 2.27% | Q1 2014 | Q3 2022 | 18 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 18 | 18 | 0.01% | 0.02% | 0.11% | Q4 2015 | Q1 2020 | 18 |
FULTON BANK, N.A. | 11 | 7 | 0.06% | 0.16% | 0.29% | Q4 2013 | Q4 2023 | 18 |
MCF Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 18 |
B. Riley Wealth Management, Inc. | 8 | 4 | 0.00% | 0.11% | 0.29% | Q1 2014 | Q2 2022 | 18 |
OneDigital Investment Advisors LLC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 18 |
DEARBORN PARTNERS LLC | 18 | 18 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
River Road Asset Management, LLC | 18 | 18 | 0.30% | 0.50% | 0.89% | Q2 2019 | Q3 2023 | 18 |
Corvex Management LP | 15 | 15 | 1.36% | 14.50% | 28.80% | Q2 2013 | Q4 2016 | 18 |
STABLEFORD CAPITAL II LLC | 8 | 1 | 0.11% | 0.91% | 3.36% | Q1 2017 | Q3 2023 | 18 |
CULLINAN ASSOCIATES INC | 10 | 8 | 0.02% | 0.32% | 0.83% | Q2 2013 | Q1 2022 | 18 |
RAY GERALD L & ASSOCIATES LTD | 18 | 18 | 0.05% | 0.24% | 0.43% | Q2 2013 | Q3 2017 | 18 |
IMA Wealth, Inc. | 11 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 18 |
Legacy Advisors, LLC | 8 | 2 | 0.01% | 0.09% | 0.22% | Q4 2016 | Q3 2023 | 17 |
STEADFAST ADVISORS LP | 12 | 12 | 0.52% | 3.20% | 7.34% | Q1 2014 | Q4 2016 | 17 |
CNA FINANCIAL CORP | 16 | 1 | 0.08% | 0.15% | 0.42% | Q3 2015 | Q4 2019 | 17 |
NatWest Group plc | 17 | 17 | 0.03% | 0.21% | 0.74% | Q2 2013 | Q2 2017 | 17 |
KING LUTHER CAPITAL MANAGEMENT CORP | 15 | 1 | 0.00% | 0.09% | 0.21% | Q2 2013 | Q3 2023 | 17 |
EARNEST PARTNERS LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2021 | 17 |
STEEL GROVE CAPITAL ADVISORS, LLC | 14 | 1 | 0.06% | 0.14% | 0.28% | Q3 2015 | Q3 2023 | 17 |
OLD SECOND NATIONAL BANK OF AURORA | 9 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 17 |
AVANTAX ADVISORY SERVICES, INC. | 11 | 1 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q3 2023 | 17 |
Aveo Capital Partners, LLC | 11 | 1 | 0.14% | 0.19% | 0.25% | Q1 2019 | Q3 2023 | 17 |
FORTE CAPITAL LLC /ADV | 12 | 5 | 0.18% | 0.33% | 0.45% | Q4 2014 | Q3 2023 | 17 |
WEBSTER BANK, N. A. | 9 | 8 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2018 | 17 |
MONETARY MANAGEMENT GROUP INC | 14 | 1 | 0.01% | 0.35% | 0.64% | Q2 2014 | Q3 2023 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2017 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
SEEYOND | 17 | 17 | 0.04% | 0.16% | 0.31% | Q4 2018 | Q4 2022 | 17 |
Horan Capital Advisors, LLC. | 17 | 17 | 0.00% | 1.47% | 2.08% | Q3 2019 | Q3 2023 | 17 |
McIlrath & Eck, LLC | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Consolidated Investment Group LLC | 17 | 17 | 1.01% | 1.31% | 1.82% | Q3 2019 | Q3 2023 | 17 |
Transamerica Financial Advisors, Inc. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 17 |
LAZARD ASSET MANAGEMENT LLC | 10 | 2 | 0.00% | 0.00% | 0.03% | Q1 2015 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.07% | 0.22% | Q2 2013 | Q2 2017 | 17 |
PFS INVESTMENTS INC. | 17 | 17 | 0.02% | 0.15% | 0.25% | Q2 2019 | Q2 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q2 2017 | 17 |
LVW Advisors, LLC | 17 | 17 | 0.08% | 0.20% | 0.45% | Q2 2015 | Q2 2019 | 17 |
Truvestments Capital LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 17 |
EASTERLY INVESTMENT PARTNERS LLC | 17 | 17 | 0.04% | 0.85% | 2.43% | Q3 2019 | Q3 2023 | 17 |
Hilton Capital Management, LLC | 6 | 1 | 0.02% | 0.90% | 3.27% | Q2 2013 | Q3 2023 | 17 |
1834 INVESTMENT ADVISORS CO | 17 | 17 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2022 | 17 |
Citizens Business Bank | 9 | 4 | 0.06% | 0.26% | 0.56% | Q4 2012 | Q2 2022 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.21% | 0.25% | 0.38% | Q4 2019 | Q4 2023 | 17 |
PARADIGM ASSET MANAGEMENT CO LLC | 6 | 3 | 0.05% | 0.25% | 0.50% | Q2 2013 | Q1 2023 | 17 |
COWEN INC. | 12 | 1 | 0.03% | 0.29% | 0.88% | Q1 2013 | Q1 2017 | 17 |
Trust Asset Management LLC | 17 | 17 | 1.03% | 5.26% | 10.71% | Q1 2017 | Q1 2021 | 17 |
CITY HOLDING CO | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 17 |
Bell & Brown Wealth Advisors, LLC | 9 | 8 | 0.36% | 0.65% | 0.95% | Q3 2018 | Q2 2023 | 17 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 17 | 17 | 0.00% | 0.27% | 0.74% | Q2 2013 | Q2 2017 | 17 |
GRAYBILL WEALTH MANAGEMENT, LTD. | 17 | 17 | 1.91% | 2.32% | 2.92% | Q3 2019 | Q3 2023 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.02% | 0.04% | 0.10% | Q1 2018 | Q1 2022 | 17 |
EVOKE WEALTH, LLC | 17 | 17 | 0.00% | 0.01% | 0.08% | Q3 2019 | Q3 2023 | 17 |
PEOPLES FINANCIAL SERVICES CORP. | 12 | 5 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2021 | 17 |
Visionary Wealth Advisors | 16 | 16 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Recurrent Investment Advisors LLC | 16 | 16 | 3.69% | 4.44% | 6.52% | Q4 2019 | Q3 2023 | 16 |
Americana Partners, LLC | 16 | 16 | 0.36% | 0.93% | 2.13% | Q4 2019 | Q3 2023 | 16 |
Caprock Group, LLC | 7 | 2 | 0.02% | 0.07% | 0.19% | Q1 2017 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.02% | 0.05% | 0.11% | Q4 2019 | Q3 2023 | 16 |
WINTON GROUP Ltd | 8 | 2 | 0.02% | 0.08% | 0.17% | Q1 2017 | Q4 2022 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.00% | 0.06% | 0.18% | Q2 2013 | Q1 2017 | 16 |
Grantham, Mayo, Van Otterloo & Co. LLC | 8 | 8 | 0.01% | 0.05% | 0.10% | Q4 2016 | Q3 2018 | 16 |
Archer Investment Corp | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.01% | 0.21% | 0.42% | Q2 2013 | Q3 2016 | 16 |
IEQ CAPITAL, LLC | 16 | 16 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.01% | 0.36% | 1.82% | Q2 2014 | Q3 2023 | 16 |
Prestige Wealth Management Group LLC | 15 | 1 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q3 2023 | 16 |
CARLSON CAPITAL L P | 7 | 1 | 0.01% | 0.27% | 1.01% | Q2 2014 | Q1 2022 | 16 |
Perennial Advisors, LLC | 7 | 1 | 0.01% | 0.05% | 0.15% | Q2 2017 | Q2 2023 | 16 |
JRM Investment Counsel, LLC | 16 | 16 | 0.63% | 3.55% | 7.80% | Q4 2014 | Q3 2018 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.01% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 16 |
C.V. Starr & Co., Inc. Trust | 9 | 7 | 0.58% | 2.69% | 4.44% | Q2 2014 | Q1 2020 | 16 |
Brinker Capital Investments, LLC | 10 | 6 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q4 2022 | 16 |
Ilmarinen Mutual Pension Insurance Co | 14 | 2 | 0.03% | 0.06% | 0.13% | Q3 2019 | Q3 2023 | 16 |
FIR TREE CAPITAL MANAGEMENT LP | 15 | 15 | 0.67% | 3.09% | 6.26% | Q2 2013 | Q4 2016 | 16 |
Trexquant Investment LP | 5 | 1 | 0.01% | 0.20% | 0.50% | Q4 2014 | Q3 2023 | 16 |
HUSSMAN STRATEGIC ADVISORS, INC. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2022 | 16 |
GLG LLC | 16 | 16 | 0.05% | 0.24% | 0.66% | Q1 2014 | Q4 2017 | 16 |
Cannell & Co. | 15 | 1 | 0.04% | 0.19% | 0.77% | Q2 2013 | Q3 2017 | 16 |
NewEdge Advisors, LLC | 11 | 1 | 0.01% | 0.04% | 0.10% | Q2 2017 | Q3 2023 | 16 |
Rampart Investment Management Company, LLC | 16 | 16 | 0.02% | 0.12% | 0.49% | Q3 2016 | Q2 2020 | 16 |
Soroban Capital Partners LP | 14 | 14 | 2.73% | 6.77% | 10.78% | Q2 2013 | Q3 2016 | 16 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.11% | 0.18% | Q2 2013 | Q4 2016 | 16 |
Laurel Wealth Advisors, Inc. | 11 | 1 | 0.04% | 0.08% | 0.18% | Q3 2018 | Q4 2022 | 16 |
Wealthspire Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 16 |
Ballentine Partners, LLC | 7 | 3 | 0.01% | 0.05% | 0.15% | Q2 2013 | Q3 2023 | 16 |
GROUP ONE TRADING, L.P. | 7 | 1 | 0.00% | 0.03% | 0.35% | Q2 2014 | Q1 2023 | 16 |
Redwood Investment Management, LLC | 7 | 2 | 0.06% | 0.14% | 0.21% | Q1 2018 | Q3 2023 | 16 |
Ninepoint Partners LP | 10 | 1 | 0.02% | 0.12% | 0.24% | Q3 2017 | Q1 2023 | 16 |
AGF Investments LLC | 14 | 2 | 0.00% | 0.07% | 0.25% | Q1 2017 | Q3 2022 | 16 |
Pinnacle Bancorp, Inc. | 11 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.01% | 0.08% | 0.18% | Q4 2019 | Q3 2023 | 16 |
Morningstar Investment Services LLC | 13 | 3 | 0.02% | 0.25% | 0.41% | Q4 2014 | Q3 2023 | 16 |
FineMark National Bank & Trust | 15 | 1 | 0.00% | 0.09% | 0.37% | Q2 2013 | Q3 2023 | 16 |
Apollo Management Holdings, L.P. | 16 | 16 | 0.03% | 0.06% | 0.10% | Q3 2018 | Q2 2022 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Formidable Asset Management, LLC | 10 | 6 | 0.00% | 0.14% | 0.23% | Q3 2014 | Q3 2023 | 16 |
THOMPSON DAVIS & CO., INC. | 11 | 5 | 0.00% | 0.03% | 0.17% | Q3 2014 | Q3 2018 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q1 2017 | 16 |
Vestcor Inc | 16 | 16 | 0.03% | 0.07% | 0.11% | Q4 2019 | Q3 2023 | 16 |
CFM WEALTH PARTNERS LLC | 16 | 16 | 1.79% | 3.05% | 3.95% | Q4 2019 | Q3 2023 | 16 |
SIR Capital Management, L.P. | 5 | 1 | 0.84% | 3.21% | 7.64% | Q1 2014 | Q4 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Mn Services Vermogensbeheer B.V. | 11 | 4 | 0.06% | 0.10% | 0.12% | Q1 2016 | Q1 2023 | 15 |
IHT Wealth Management, LLC | 7 | 1 | 0.01% | 0.02% | 0.07% | Q4 2016 | Q3 2023 | 15 |
Wealthspire Advisors, L.P. | 14 | 1 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2020 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.04% | 0.10% | 0.15% | Q2 2013 | Q4 2016 | 15 |
Proficio Capital Partners LLC | 15 | 15 | 0.00% | 0.03% | 0.10% | Q4 2015 | Q2 2019 | 15 |
Belpointe Asset Management LLC | 14 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q1 2023 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.04% | 0.06% | 0.14% | Q3 2011 | Q3 2015 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.05% | 0.08% | 0.12% | Q2 2013 | Q4 2016 | 15 |
CX Institutional | 11 | 1 | 0.00% | 0.02% | 0.19% | Q1 2019 | Q3 2023 | 15 |
WILLIAMS JONES & ASSOCIATES LLC | 11 | 4 | 0.02% | 0.33% | 2.25% | Q2 2013 | Q2 2019 | 15 |
BlackRock Group LTD | 15 | 15 | 0.09% | 0.13% | 0.19% | Q2 2013 | Q4 2016 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.00% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Blackstone Inc. | 14 | 1 | 0.32% | 1.15% | 2.67% | Q4 2017 | Q3 2023 | 15 |
Magnus Financial Group LLC | 15 | 15 | 0.04% | 0.09% | 0.12% | Q1 2020 | Q3 2023 | 15 |
PRIVATE TRUST CO NA | 7 | 1 | 0.04% | 0.06% | 0.09% | Q1 2013 | Q3 2023 | 15 |
PIEDMONT INVESTMENT ADVISORS INC | 8 | 7 | 0.00% | 0.04% | 0.20% | Q2 2015 | Q1 2020 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.01% | 0.04% | 0.06% | Q4 2019 | Q2 2023 | 15 |
Platform Technology Partners | 10 | 5 | 0.44% | 0.61% | 1.01% | Q4 2019 | Q3 2023 | 15 |
CAHILL FINANCIAL ADVISORS INC | 8 | 7 | 0.07% | 0.22% | 0.42% | Q4 2013 | Q3 2023 | 15 |
Dana Investment Advisors, Inc. | 13 | 2 | 0.01% | 0.33% | 0.81% | Q4 2019 | Q3 2023 | 15 |
1832 Asset Management L.P. | 7 | 1 | 0.00% | 0.09% | 0.28% | Q2 2013 | Q3 2023 | 15 |
HL FINANCIAL SERVICES LLC | 15 | 15 | 0.01% | 0.01% | 0.04% | Q2 2014 | Q4 2017 | 15 |
ATLAS CAPITAL ADVISORS LLC | 11 | 4 | 0.00% | 0.02% | 0.29% | Q1 2018 | Q3 2023 | 15 |
Nicholas Hoffman & Company, LLC. | 15 | 15 | 0.04% | 0.12% | 0.21% | Q1 2020 | Q3 2023 | 15 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.04% | 0.21% | 0.84% | Q4 2011 | Q1 2023 | 15 |
Capital Innovations LLC | 6 | 2 | 0.25% | 1.07% | 1.90% | Q4 2013 | Q4 2018 | 15 |
HENNESSY ADVISORS INC | 7 | 2 | 0.19% | 1.41% | 3.20% | Q2 2013 | Q3 2023 | 15 |
Glenview Capital Management | 15 | 15 | 1.09% | 1.62% | 1.92% | Q2 2016 | Q4 2019 | 15 |
USS Investment Management Ltd | 15 | 15 | 0.01% | 0.07% | 0.15% | Q1 2020 | Q3 2023 | 15 |
Cypress Wealth Advisors LLC | 9 | 6 | 0.26% | 1.59% | 4.30% | Q2 2015 | Q1 2019 | 15 |
COMERICA SECURITIES,INC. | 14 | 1 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 15 |
Avidian Wealth Solutions, LLC | 15 | 15 | 0.02% | 0.04% | 0.10% | Q1 2020 | Q3 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q4 2016 | 15 |
Virtu KCG Holdings LLC | 7 | 1 | 0.00% | 0.03% | 0.07% | Q3 2013 | Q2 2017 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.05% | 0.14% | 0.21% | Q2 2013 | Q4 2016 | 15 |
Cerity Partners LLC | 10 | 5 | 0.01% | 0.03% | 0.20% | Q1 2017 | Q3 2023 | 15 |
CATAWBA CAPITAL MANAGEMENT /VA | 9 | 6 | 0.04% | 0.10% | 0.20% | Q4 2013 | Q4 2017 | 15 |
TOTH FINANCIAL ADVISORY CORP | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
I.G. INVESTMENT MANAGEMENT, LTD. | 14 | 1 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q3 2017 | 15 |
Mraz, Amerine & Associates, Inc. | 15 | 15 | 0.06% | 0.10% | 0.11% | Q1 2020 | Q3 2023 | 15 |
ATWOOD & PALMER INC | 10 | 5 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q1 2022 | 15 |
DT Investment Partners, LLC | 10 | 5 | 0.00% | 0.19% | 0.43% | Q2 2013 | Q3 2023 | 15 |
USCA RIA LLC | 14 | 1 | 0.06% | 0.15% | 0.27% | Q3 2014 | Q2 2021 | 15 |
FOUNDERS FINANCIAL SECURITIES LLC | 15 | 15 | 0.06% | 0.16% | 0.24% | Q1 2020 | Q3 2023 | 15 |
EQUITY INVESTMENT CORP | 15 | 15 | 2.28% | 3.02% | 3.76% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2019 | 15 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12 | 1 | 0.01% | 0.05% | 0.09% | Q4 2016 | Q3 2023 | 15 |
True North Advisors, LLC | 14 | 14 | 0.08% | 0.31% | 0.62% | Q2 2020 | Q3 2023 | 14 |
Homrich & Berg | 9 | 1 | 0.01% | 0.10% | 0.20% | Q3 2013 | Q3 2021 | 14 |
Capital International Investors | 11 | 3 | 0.02% | 0.23% | 0.42% | Q2 2015 | Q3 2019 | 14 |
CORNERCAP INVESTMENT COUNSEL INC | 11 | 3 | 0.04% | 0.11% | 0.31% | Q3 2014 | Q3 2023 | 14 |
Grassi Investment Management | 12 | 1 | 0.03% | 0.16% | 0.68% | Q2 2015 | Q1 2019 | 14 |
Wealthstreet Investment Advisors, LLC | 14 | 14 | 0.05% | 0.12% | 0.17% | Q4 2017 | Q1 2021 | 14 |
XPONANCE, INC. | 14 | 14 | 0.02% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Red Cedar Capital, LLC | 14 | 14 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q4 2022 | 14 |
CKW FINANCIAL GROUP | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Orion Portfolio Solutions, LLC | 11 | 3 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 14 |
Senator Investment Group LP | 11 | 1 | 0.96% | 2.31% | 4.50% | Q2 2013 | Q1 2019 | 14 |
BRASADA CAPITAL MANAGEMENT, LP | 14 | 14 | 0.32% | 1.03% | 2.07% | Q2 2020 | Q3 2023 | 14 |
Realta Investment Advisors | 10 | 4 | 0.02% | 0.07% | 0.14% | Q1 2019 | Q3 2023 | 14 |
CENTAURUS FINANCIAL, INC. | 13 | 1 | 0.02% | 0.05% | 0.07% | Q2 2018 | Q3 2023 | 14 |
PointState Capital LP | 7 | 1 | 0.00% | 0.82% | 2.27% | Q2 2013 | Q4 2022 | 14 |
Ellevest, Inc. | 9 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2022 | 14 |
MYCIO WEALTH PARTNERS, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2016 | 14 |
Independent Advisor Alliance | 13 | 1 | 0.01% | 0.04% | 0.20% | Q3 2018 | Q3 2023 | 14 |
MSD Partners, L.P. | 13 | 1 | 0.26% | 1.69% | 3.21% | Q2 2013 | Q1 2017 | 14 |
Capital Bank & Trust Co | 14 | 14 | 0.00% | 0.03% | 0.09% | Q2 2017 | Q3 2020 | 14 |
REILLY FINANCIAL ADVISORS, LLC | 14 | 14 | 0.00% | 0.03% | 0.07% | Q3 2018 | Q4 2021 | 14 |
SIMON QUICK ADVISORS, LLC | 14 | 14 | 0.00% | 0.02% | 0.07% | Q1 2017 | Q2 2020 | 14 |
Argent Advisors, Inc. | 13 | 1 | 0.02% | 0.40% | 0.55% | Q4 2019 | Q3 2023 | 14 |
IBEX WEALTH ADVISORS | 6 | 1 | 0.28% | 1.24% | 2.70% | Q3 2018 | Q3 2023 | 14 |
PARSONS CAPITAL MANAGEMENT INC/RI | 9 | 2 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 14 |
DODGE & COX | 14 | 14 | 0.64% | 1.03% | 1.44% | Q2 2020 | Q3 2023 | 14 |
GREAT LAKES ADVISORS, LLC | 11 | 3 | 0.01% | 0.04% | 0.17% | Q2 2013 | Q3 2019 | 14 |
Teza Capital Management LLC | 3 | 1 | 0.10% | 0.25% | 0.68% | Q4 2017 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q3 2022 | 14 |
Schonfeld Strategic Advisors LLC | 4 | 1 | 0.01% | 0.15% | 0.76% | Q4 2016 | Q1 2023 | 14 |
Cypress Capital Group | 10 | 1 | 0.03% | 0.10% | 0.17% | Q2 2013 | Q3 2023 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.12% | 0.29% | Q2 2013 | Q3 2016 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.04% | 0.40% | 0.89% | Q2 2013 | Q3 2016 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Hudson Bay Capital Management LP | 10 | 1 | 0.01% | 0.34% | 0.88% | Q2 2015 | Q3 2023 | 14 |
Royal Fund Management, LLC | 14 | 14 | 0.01% | 0.05% | 0.08% | Q4 2016 | Q1 2020 | 14 |
Symmetry Partners, LLC | 14 | 14 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q4 2023 | 14 |
Virtu Financial LLC | 3 | 1 | 0.02% | 0.07% | 0.19% | Q1 2014 | Q1 2023 | 14 |
TRADITION CAPITAL MANAGEMENT LLC | 14 | 14 | 0.10% | 0.71% | 1.19% | Q2 2013 | Q3 2016 | 14 |
FIRST FOUNDATION ADVISORS | 7 | 1 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 14 |
GUARDIAN CAPITAL LP | 7 | 2 | 0.12% | 0.46% | 0.87% | Q3 2013 | Q3 2023 | 14 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 7 | 2 | 0.02% | 0.18% | 0.55% | Q2 2014 | Q1 2019 | 14 |
Beacon Pointe Advisors, LLC | 13 | 1 | 0.01% | 0.03% | 0.08% | Q1 2019 | Q3 2023 | 14 |
MV CAPITAL MANAGEMENT, INC. | 10 | 4 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 14 |
SCHULHOFF & CO INC | 12 | 1 | 0.11% | 0.29% | 0.44% | Q4 2018 | Q3 2023 | 14 |
SENTINEL TRUST CO LBA | 13 | 1 | 0.15% | 0.23% | 0.28% | Q2 2015 | Q3 2023 | 14 |
Premier Fund Managers Ltd | 14 | 14 | 0.05% | 0.11% | 0.37% | Q2 2020 | Q3 2023 | 14 |
YORKVILLE CAPITAL MANAGEMENT, LLC | 9 | 5 | 0.29% | 0.93% | 1.61% | Q2 2014 | Q4 2017 | 14 |
DELTA LLOYD NV | 14 | 14 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2016 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
MOORE CAPITAL MANAGEMENT, LP | 10 | 2 | 0.03% | 0.27% | 0.80% | Q3 2013 | Q3 2022 | 14 |
BREWIN DOLPHIN LTD | 14 | 14 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2020 | 14 |
Quantitative Investment Management, LLC | 4 | 1 | 0.02% | 0.28% | 2.32% | Q2 2013 | Q3 2023 | 14 |
ROCKY MOUNTAIN ADVISERS, LLC | 13 | 13 | 0.01% | 0.08% | 0.13% | Q3 2017 | Q3 2020 | 13 |
KANALY TRUST CO | 13 | 13 | 0.00% | 0.13% | 0.34% | Q4 2013 | Q4 2016 | 13 |
First Bank & Trust | 10 | 1 | 0.00% | 0.52% | 0.90% | Q1 2019 | Q3 2023 | 13 |
Penserra Capital Management LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 13 |
Greylin Investment Management, Inc | 13 | 13 | 0.04% | 0.06% | 0.07% | Q3 2020 | Q3 2023 | 13 |
VALLEY WEALTH MANAGERS, INC. | 7 | 2 | 0.00% | 0.03% | 0.04% | Q2 2016 | Q3 2022 | 13 |
Grace Capital | 13 | 13 | 0.04% | 0.08% | 0.14% | Q2 2018 | Q2 2021 | 13 |
Tortoise Investment Management, LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.01% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Tidal Investments LLC | 12 | 1 | 0.01% | 0.04% | 0.10% | Q2 2020 | Q3 2023 | 13 |
Zimmer Partners, LP | 4 | 1 | 0.15% | 1.05% | 4.33% | Q2 2013 | Q2 2017 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.06% | 0.11% | Q3 2020 | Q3 2023 | 13 |
INVESTMENT CENTERS OF AMERICA INC | 8 | 5 | 0.02% | 0.05% | 0.09% | Q2 2014 | Q3 2017 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 13 | 13 | 1.39% | 2.91% | 4.18% | Q2 2013 | Q2 2016 | 13 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 8 | 5 | 0.03% | 0.07% | 0.12% | Q1 2020 | Q3 2023 | 13 |
Perella Weinberg Partners Capital Management LP | 6 | 1 | 0.25% | 0.82% | 2.82% | Q3 2013 | Q2 2019 | 13 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 10 | 3 | 0.11% | 0.15% | 0.20% | Q4 2014 | Q3 2023 | 13 |
Apriem Advisors | 11 | 2 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q1 2017 | 13 |
Procyon Advisors, LLC | 10 | 3 | 0.03% | 0.21% | 0.56% | Q4 2019 | Q3 2023 | 13 |
Voya Financial Advisors, Inc. | 13 | 13 | 0.04% | 0.07% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Asio Capital, LLC | 11 | 1 | 0.04% | 0.62% | 0.83% | Q4 2019 | Q3 2023 | 13 |
3G Capital Partners | 10 | 2 | 0.38% | 1.83% | 4.91% | Q2 2013 | Q3 2016 | 13 |
DONALDSON CAPITAL MANAGEMENT, LLC | 13 | 13 | 0.90% | 1.98% | 2.92% | Q3 2012 | Q3 2015 | 13 |
Capital International, Inc./CA/ | 13 | 13 | 0.00% | 0.11% | 0.58% | Q1 2017 | Q1 2020 | 13 |
KGH Ltd | 4 | 3 | 0.00% | 0.44% | 1.90% | Q1 2017 | Q1 2021 | 13 |
Chubb Ltd | 13 | 13 | 1.53% | 4.55% | 6.75% | Q1 2016 | Q1 2019 | 13 |
Aspire Private Capital, LLC | 13 | 13 | 0.01% | 0.05% | 0.12% | Q3 2020 | Q3 2023 | 13 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.09% | 0.50% | Q1 2015 | Q3 2023 | 13 |
LUMINUS MANAGEMENT LLC | 10 | 1 | 0.10% | 0.59% | 1.48% | Q3 2013 | Q1 2018 | 13 |
VALUEWORKS LLC | 13 | 13 | 0.12% | 0.59% | 2.21% | Q3 2018 | Q3 2021 | 13 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 4 | 1 | 0.05% | 0.33% | 0.94% | Q2 2018 | Q3 2023 | 13 |
Bayesian Capital Management, LP | 3 | 1 | 0.05% | 0.14% | 0.35% | Q3 2017 | Q3 2023 | 13 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2023 | 13 |
AllSquare Wealth Management LLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Sowell Financial Services LLC | 7 | 1 | 0.01% | 0.03% | 0.09% | Q4 2016 | Q3 2023 | 13 |
Ionic Capital Management LLC | 6 | 2 | 0.03% | 0.16% | 0.38% | Q1 2014 | Q4 2016 | 13 |
Visionary Asset Management, Inc. | 9 | 4 | 0.00% | 0.68% | 1.13% | Q1 2014 | Q4 2018 | 13 |
Prospera Financial Services Inc | 7 | 1 | 0.01% | 0.06% | 0.16% | Q1 2015 | Q3 2023 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q2 2019 | 13 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.08% | 0.23% | Q3 2018 | Q3 2023 | 13 |
LSP Investment Advisors, LLC | 13 | 13 | 3.62% | 8.71% | 15.49% | Q4 2017 | Q4 2020 | 13 |
Holloway Wealth Management, LLC | 10 | 3 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2021 | 13 |
Family Management Corp | 13 | 13 | 0.52% | 1.58% | 2.62% | Q2 2013 | Q2 2016 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Marshall Wace North America L.P. | 9 | 4 | 0.02% | 0.13% | 0.48% | Q4 2017 | Q3 2021 | 13 |
GSA CAPITAL PARTNERS LLP | 4 | 1 | 0.01% | 0.20% | 0.84% | Q2 2013 | Q4 2020 | 13 |
LGL PARTNERS, LLC | 8 | 5 | 0.02% | 0.11% | 0.15% | Q1 2019 | Q2 2022 | 13 |
DUBUQUE BANK & TRUST CO | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2019 | 13 |
Grove Bank & Trust | 9 | 4 | 0.00% | 0.10% | 0.21% | Q4 2016 | Q3 2023 | 13 |
Independent Portfolio Consultants, Inc. | 13 | 13 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q2 2017 | 13 |
Dai-ichi Life Holdings, Inc. | 12 | 1 | 0.01% | 0.15% | 0.32% | Q2 2013 | Q3 2016 | 13 |
ETRADE Capital Management LLC | 5 | 4 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2020 | 13 |
BRADLEY FOSTER & SARGENT INC/CT | 7 | 6 | 0.01% | 0.03% | 0.08% | Q3 2014 | Q3 2023 | 13 |
CWA Asset Management Group, LLC | 5 | 1 | 0.02% | 0.04% | 0.09% | Q3 2018 | Q3 2023 | 13 |
Freestone Capital Holdings, LLC | 7 | 1 | 0.00% | 0.05% | 0.28% | Q2 2014 | Q1 2022 | 13 |
AMERICAN ASSET MANAGEMENT INC. | 9 | 4 | 0.14% | 0.26% | 0.55% | Q3 2016 | Q4 2019 | 13 |
Segment Wealth Management, LLC | 8 | 1 | 0.03% | 0.06% | 0.10% | Q1 2015 | Q3 2023 | 13 |
HERON FINANCIAL GROUP, LLC | 10 | 2 | 0.17% | 0.43% | 0.51% | Q2 2020 | Q2 2023 | 12 |
HBK INVESTMENTS L P | 9 | 1 | 0.01% | 0.20% | 0.52% | Q2 2013 | Q4 2018 | 12 |
GARRISON BRADFORD & ASSOCIATES INC | 12 | 12 | 0.24% | 0.74% | 0.98% | Q2 2013 | Q1 2016 | 12 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.06% | 0.34% | 1.11% | Q2 2013 | Q2 2022 | 12 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 12 | 12 | 0.41% | 0.53% | 0.64% | Q4 2020 | Q3 2023 | 12 |
CINCINNATI INSURANCE CO | 12 | 12 | 0.00% | 0.03% | 0.08% | Q3 2019 | Q2 2022 | 12 |
Cadence Bank | 7 | 5 | 0.03% | 0.15% | 0.54% | Q4 2018 | Q3 2023 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.04% | 0.10% | 0.15% | Q2 2013 | Q1 2016 | 12 |
Eton Park Capital Management, L.P. | 5 | 2 | 0.78% | 2.55% | 6.07% | Q4 2013 | Q3 2015 | 12 |
Polaris Capital Management, LLC | 12 | 12 | 1.00% | 1.82% | 2.31% | Q4 2020 | Q3 2023 | 12 |
TSP Capital Management Group, LLC | 12 | 12 | 0.14% | 0.35% | 0.48% | Q2 2013 | Q1 2016 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.02% | 0.15% | 0.24% | Q2 2013 | Q1 2016 | 12 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 12 | 12 | 0.04% | 0.08% | 0.12% | Q4 2013 | Q3 2016 | 12 |
Campbell & CO Investment Adviser LLC | 3 | 1 | 0.07% | 0.28% | 1.47% | Q2 2013 | Q3 2023 | 12 |
Merrion Investment Management Co, LLC | 12 | 12 | 1.52% | 4.45% | 5.69% | Q4 2020 | Q3 2023 | 12 |
Forward Management, LLC | 11 | 1 | 0.00% | 0.16% | 0.83% | Q2 2013 | Q4 2016 | 12 |
Arlington Partners LLC | 8 | 2 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q3 2023 | 12 |
Migdal Insurance & Financial Holdings Ltd. | 8 | 4 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2022 | 12 |
Serengeti Asset Management LP | 7 | 3 | 0.44% | 3.28% | 5.93% | Q2 2013 | Q4 2015 | 12 |
Investors Capital Advisory Services | 12 | 12 | 0.04% | 0.15% | 0.30% | Q2 2013 | Q1 2016 | 12 |
ARGENT TRUST Co | 10 | 2 | 0.22% | 0.34% | 0.39% | Q4 2014 | Q1 2018 | 12 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 12 |
Westover Capital Advisors, LLC | 12 | 12 | 0.07% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q1 2021 | 12 |
NATIONAL PLANNING CORP | 7 | 5 | 0.02% | 0.03% | 0.08% | Q1 2014 | Q3 2017 | 12 |
Fiera Capital Corp | 6 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q2 2022 | 12 |
Nokota Management, LP | 8 | 1 | 0.02% | 0.47% | 1.47% | Q1 2015 | Q4 2018 | 12 |
United Asset Strategies, Inc. | 12 | 12 | 0.18% | 0.47% | 0.66% | Q4 2020 | Q3 2023 | 12 |
Pendal Group Ltd | 9 | 3 | 0.02% | 0.04% | 0.12% | Q2 2017 | Q4 2022 | 12 |
Assenagon Asset Management S.A. | 9 | 1 | 0.00% | 0.02% | 0.10% | Q3 2017 | Q3 2023 | 12 |
Diligent Investors, LLC | 12 | 12 | 0.10% | 0.14% | 0.20% | Q4 2020 | Q3 2023 | 12 |
PDT Partners, LLC | 4 | 1 | 0.01% | 0.36% | 1.52% | Q3 2013 | Q1 2022 | 12 |
Mariner Wealth Advisors-Cincinnati, LLC | 8 | 4 | 0.04% | 0.13% | 0.54% | Q2 2013 | Q3 2018 | 12 |
JFS WEALTH ADVISORS, LLC | 8 | 4 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 12 |
Ohio National Investments, Inc. | 12 | 12 | 0.04% | 0.13% | 0.19% | Q2 2013 | Q1 2016 | 12 |
LMR Partners LLP | 5 | 1 | 0.01% | 0.31% | 2.26% | Q1 2014 | Q3 2020 | 12 |
Blume Capital Management, Inc. | 9 | 1 | 0.01% | 0.37% | 1.15% | Q4 2013 | Q4 2019 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Arbor Investment Advisors, LLC | 12 | 12 | 0.05% | 0.06% | 0.09% | Q2 2019 | Q1 2022 | 12 |
Arosa Capital Management LP | 5 | 1 | 0.22% | 1.29% | 3.73% | Q2 2016 | Q1 2021 | 12 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.02% | 0.08% | 0.24% | Q3 2014 | Q4 2018 | 12 |
AlphaCrest Capital Management LLC | 4 | 4 | 0.01% | 0.10% | 0.36% | Q2 2019 | Q3 2022 | 12 |
Clarius Group, LLC | 11 | 1 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Horan Securities, Inc. | 8 | 1 | 0.01% | 0.13% | 0.21% | Q2 2020 | Q3 2023 | 12 |
Yellowstone Partners, LLC | 9 | 1 | 0.10% | 0.30% | 0.55% | Q4 2013 | Q4 2017 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.03% | 0.03% | 0.04% | Q4 2016 | Q3 2019 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q3 2019 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q3 2019 | 12 |
Greenline Partners, LLC | 12 | 12 | 1.31% | 1.74% | 2.38% | Q4 2020 | Q3 2023 | 12 |
Holocene Advisors, LP | 4 | 1 | 0.00% | 0.04% | 0.22% | Q4 2017 | Q1 2023 | 12 |
Seelaus Asset Management LLC | 11 | 1 | 0.17% | 0.75% | 1.21% | Q3 2018 | Q3 2023 | 12 |
Caption Management, LLC | 3 | 1 | 0.01% | 0.12% | 0.35% | Q4 2017 | Q2 2023 | 12 |
BDO Wealth Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2023 | 12 |
Csenge Advisory Group | 11 | 1 | 0.00% | 0.08% | 0.12% | Q3 2018 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.04% | 0.06% | 0.10% | Q4 2018 | Q3 2021 | 12 |
G&S Capital LLC | 11 | 1 | 0.70% | 1.46% | 2.27% | Q4 2017 | Q3 2023 | 12 |
Johnson Midwest Financial, LLC | 12 | 12 | 0.00% | 0.07% | 0.61% | Q4 2020 | Q3 2023 | 12 |
ExodusPoint Capital Management, LP | 7 | 2 | 0.02% | 0.12% | 0.42% | Q3 2019 | Q1 2023 | 12 |
Signature Wealth Management Group | 6 | 4 | 0.00% | 1.01% | 2.13% | Q4 2017 | Q2 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.06% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Retirement Group, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Mount Yale Investment Advisors, LLC | 9 | 3 | 0.00% | 0.11% | 0.17% | Q1 2018 | Q3 2023 | 12 |
Advisor OS, LLC | 12 | 12 | 0.09% | 0.11% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Arkos Global Advisors | 11 | 1 | 0.05% | 0.07% | 0.10% | Q3 2020 | Q3 2023 | 12 |
TRANSCEND CAPITAL ADVISORS, LLC | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Stonehage Fleming Financial Services Holdings Ltd | 12 | 12 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2018 | 12 |
XML Financial, LLC | 10 | 1 | 0.03% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 12 |
Cadent Capital Advisors, LLC | 12 | 12 | 0.46% | 0.61% | 0.84% | Q4 2020 | Q3 2023 | 12 |
Danda Trouve Investment Management, Inc. | 12 | 12 | 0.24% | 0.39% | 0.49% | Q4 2019 | Q3 2022 | 12 |
Annandale Capital, LLC | 12 | 12 | 0.06% | 0.62% | 1.94% | Q4 2020 | Q3 2023 | 12 |
TrueWealth Advisors, LLC | 12 | 12 | 0.33% | 0.45% | 0.57% | Q4 2020 | Q3 2023 | 12 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 12 | 12 | 0.44% | 0.55% | 0.67% | Q4 2020 | Q3 2023 | 12 |
Vantage Consulting Group Inc | 12 | 12 | 0.01% | 0.12% | 0.19% | Q4 2020 | Q3 2023 | 12 |
Clarus Group, Inc. | 12 | 12 | 0.16% | 0.21% | 0.24% | Q4 2020 | Q3 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.04% | 0.06% | 0.11% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.09% | 0.11% | 0.13% | Q4 2020 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.00% | 0.05% | 0.11% | Q4 2020 | Q3 2023 | 12 |
OUTFITTER FINANCIAL LLC | 12 | 12 | 0.53% | 0.63% | 0.82% | Q4 2020 | Q3 2023 | 12 |
Siemens Fonds Invest GmbH | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Newbridge Financial Services Group, Inc. | 11 | 1 | 0.00% | 0.07% | 0.09% | Q3 2020 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.02% | 0.08% | 0.13% | Q2 2013 | Q1 2016 | 12 |
LORD, ABBETT & CO. LLC | 10 | 1 | 0.01% | 0.13% | 0.25% | Q1 2014 | Q4 2018 | 12 |
JONES FINANCIAL COMPANIES LLLP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.06% | 0.28% | Q2 2013 | Q1 2018 | 12 |
THORNBURG INVESTMENT MANAGEMENT INC | 11 | 11 | 0.33% | 0.69% | 1.03% | Q4 2014 | Q2 2017 | 11 |
FRED ALGER MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q4 2015 | 11 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Vectors Research Management, LLC | 11 | 11 | 0.20% | 0.45% | 0.77% | Q1 2021 | Q3 2023 | 11 |
Brown Miller Wealth Management, LLC | 11 | 11 | 0.13% | 0.17% | 0.24% | Q1 2021 | Q3 2023 | 11 |
CHUBB CORP | 11 | 11 | 0.62% | 0.84% | 1.06% | Q2 2013 | Q4 2015 | 11 |
Canton Hathaway, LLC | 11 | 11 | 0.00% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
KING STREET CAPITAL MANAGEMENT, L.P. | 11 | 11 | 6.52% | 13.18% | 19.69% | Q4 2016 | Q2 2019 | 11 |
Birchcreek Wealth Management, LLC | 10 | 1 | 0.16% | 0.21% | 0.26% | Q4 2020 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Eukles Asset Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Marcum Wealth, LLC | 11 | 11 | 0.06% | 0.10% | 0.13% | Q1 2021 | Q3 2023 | 11 |
Wilkinson Global Asset Management LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
FUKOKU MUTUAL LIFE INSURANCE Co | 11 | 11 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q4 2015 | 11 |
Semmax Financial Advisors Inc. | 10 | 1 | 0.09% | 1.04% | 1.86% | Q3 2020 | Q3 2023 | 11 |
Vanguard Personalized Indexing Management, LLC | 11 | 11 | 0.03% | 0.06% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Transform Wealth, LLC | 11 | 11 | 0.14% | 0.20% | 0.27% | Q1 2021 | Q3 2023 | 11 |
ZACKS INVESTMENT MANAGEMENT | 4 | 1 | 0.01% | 0.17% | 0.57% | Q4 2016 | Q3 2023 | 11 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 11 | 11 | 0.15% | 0.29% | 0.41% | Q1 2021 | Q3 2023 | 11 |
O'Brien Greene & Co. Inc | 11 | 11 | 0.10% | 0.44% | 1.89% | Q1 2021 | Q3 2023 | 11 |
Tradition Wealth Management, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Presima Securities ULC | 11 | 11 | 0.09% | 0.18% | 0.28% | Q1 2021 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Prudent Man Advisors, LLC | 10 | 1 | 0.20% | 0.27% | 0.34% | Q2 2020 | Q3 2023 | 11 |
Alpha Omega Wealth Management LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2019 | 11 |
Sunbelt Securities, Inc. | 5 | 1 | 0.01% | 0.06% | 0.12% | Q4 2016 | Q3 2023 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2015 | 11 |
SkyView Investment Advisors, LLC | 11 | 11 | 0.06% | 0.12% | 0.19% | Q4 2020 | Q2 2023 | 11 |
Fiduciary Trust Co International of Pennsylvania | 11 | 11 | 0.04% | 0.10% | 0.25% | Q2 2013 | Q4 2015 | 11 |
Amundi | 10 | 10 | 0.00% | 0.10% | 0.14% | Q2 2021 | Q3 2023 | 11 |
Airain ltd | 4 | 2 | 0.02% | 0.16% | 0.47% | Q2 2013 | Q2 2017 | 11 |
13D Management LLC | 11 | 11 | 1.36% | 2.42% | 3.57% | Q4 2013 | Q2 2016 | 11 |
Stonebridge Capital Advisors LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 11 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2019 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.08% | 0.25% | Q1 2021 | Q3 2023 | 11 |
ICON ADVISERS INC/CO | 7 | 4 | 0.12% | 0.39% | 0.74% | Q1 2016 | Q1 2021 | 11 |
RITHOLTZ WEALTH MANAGEMENT | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
GW CAPITAL INC | 11 | 11 | 0.44% | 1.15% | 1.51% | Q2 2013 | Q4 2015 | 11 |
Allen Investment Management, LLC | 8 | 3 | 0.01% | 0.05% | 0.10% | Q1 2014 | Q3 2019 | 11 |
First Eagle Investment Management, LLC | 8 | 3 | 0.00% | 0.08% | 0.40% | Q3 2016 | Q3 2023 | 11 |
ROCKEFELLER FINANCIAL SERVICES INC | 11 | 11 | 0.01% | 0.09% | 0.20% | Q2 2013 | Q4 2015 | 11 |
Cranbrook Wealth Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Sterneck Capital Management, LLC | 11 | 11 | 0.26% | 0.30% | 0.34% | Q1 2021 | Q3 2023 | 11 |
Mechanics Bank Trust Department | 11 | 11 | 0.38% | 0.80% | 1.34% | Q2 2013 | Q4 2015 | 11 |
Ensemble Capital Management | 11 | 11 | 0.24% | 2.57% | 6.00% | Q2 2013 | Q4 2015 | 11 |
Fieldpoint Private Securities, LLC | 7 | 1 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q2 2022 | 11 |
Eudaimonia Partners, LLC | 7 | 1 | 0.01% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 11 |
Connor, Clark & Lunn Investment Management Ltd. | 4 | 1 | 0.00% | 0.02% | 0.07% | Q4 2015 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Clearstead Advisors, LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 11 |
CONNORS INVESTOR SERVICES INC | 11 | 11 | 0.78% | 1.37% | 1.88% | Q2 2013 | Q4 2015 | 11 |
Ancora Advisors LLC | 5 | 1 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q3 2021 | 11 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 6 | 1 | 0.25% | 0.50% | 0.84% | Q3 2015 | Q2 2022 | 11 |
Virtus Fund Advisers, LLC | 8 | 3 | 0.00% | 0.36% | 0.84% | Q2 2014 | Q4 2017 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.06% | 0.09% | 0.10% | Q1 2021 | Q3 2023 | 11 |
NewEdge Wealth, LLC | 11 | 11 | 0.02% | 0.05% | 0.09% | Q1 2021 | Q3 2023 | 11 |
HOHIMER WEALTH MANAGEMENT, LLC | 11 | 11 | 0.24% | 0.71% | 1.02% | Q4 2019 | Q2 2022 | 11 |
Verdence Capital Advisors LLC | 11 | 11 | 0.07% | 0.15% | 0.22% | Q1 2021 | Q3 2023 | 11 |
Godshalk Welsh Capital Management, Inc. | 6 | 5 | 0.22% | 0.32% | 0.55% | Q4 2014 | Q4 2017 | 11 |
44 WEALTH MANAGEMENT LLC | 11 | 11 | 0.09% | 0.23% | 0.34% | Q4 2020 | Q2 2023 | 11 |
FRONTIER INVESTMENT MGMT CO | 8 | 3 | 0.03% | 0.11% | 0.29% | Q4 2014 | Q2 2020 | 11 |
WADDELL & REED FINANCIAL INC | 11 | 11 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q4 2015 | 11 |
Gryphon Financial Partners LLC | 11 | 11 | 0.02% | 0.13% | 0.28% | Q4 2017 | Q2 2020 | 11 |
QCI ASSET MANAGEMENT INC/NY | 9 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q1 2020 | 11 |
Port Capital LLC | 11 | 11 | 0.02% | 0.29% | 1.23% | Q4 2017 | Q2 2020 | 11 |
TDAM USA INC. | 7 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2021 | 11 |
TOBAM | 7 | 1 | 0.00% | 0.04% | 0.36% | Q3 2014 | Q4 2022 | 11 |
Integre Asset Management, LLC | 4 | 1 | 0.08% | 0.17% | 0.27% | Q4 2013 | Q4 2017 | 11 |
Intrinsic Edge Capital Management LLC | 9 | 2 | 0.16% | 0.42% | 0.66% | Q2 2020 | Q1 2023 | 11 |
MTM Investment Management, LLC | 11 | 11 | 0.34% | 0.40% | 0.46% | Q1 2021 | Q3 2023 | 11 |
Scott & Selber, Inc. | 11 | 11 | 0.51% | 1.16% | 1.54% | Q1 2021 | Q3 2023 | 11 |
Alyeska Investment Group, L.P. | 3 | 1 | 0.02% | 0.26% | 0.60% | Q3 2013 | Q4 2021 | 11 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 10 | 1 | 0.00% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 11 |
DEERE & CO | 10 | 1 | 0.02% | 0.11% | 0.16% | Q2 2013 | Q3 2016 | 11 |
Stuart Chaussee & Associates, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Par Capital Management | 11 | 11 | 0.63% | 0.99% | 1.51% | Q2 2016 | Q4 2018 | 11 |
WOLFF WIESE MAGANA LLC | 8 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.06% | 0.33% | 0.95% | Q4 2020 | Q3 2023 | 11 |
Spectrum Management Group, LLC | 5 | 1 | 0.00% | 0.02% | 0.08% | Q4 2015 | Q1 2021 | 11 |
GRANDFIELD & DODD, LLC | 11 | 11 | 0.95% | 1.42% | 1.92% | Q2 2013 | Q4 2015 | 11 |
EXCHANGE TRADED CONCEPTS, LLC | 11 | 11 | 0.00% | 0.28% | 1.03% | Q2 2021 | Q4 2023 | 11 |
Foundations Investment Advisors, LLC | 11 | 11 | 0.02% | 0.07% | 0.15% | Q1 2021 | Q3 2023 | 11 |
P SCHOENFELD ASSET MANAGEMENT LP | 9 | 9 | 0.19% | 1.32% | 3.08% | Q2 2015 | Q2 2017 | 10 |
Quadrature Capital Ltd | 3 | 1 | 0.01% | 0.17% | 0.81% | Q3 2018 | Q3 2023 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2017 | 10 |
CADENCE BANK NA | 8 | 2 | 0.16% | 0.31% | 0.44% | Q2 2013 | Q4 2015 | 10 |
Visium Asset Management, LP | 4 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2016 | 10 |
Zions Bancorporation | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2018 | 10 |
Davidson Capital Management Inc. | 10 | 10 | 0.30% | 0.68% | 1.04% | Q2 2021 | Q3 2023 | 10 |
EMFO, LLC | 10 | 10 | 0.03% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2015 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
SteelPeak Wealth, LLC | 7 | 1 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Cowen Prime Advisors LLC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 10 |
WRAPMANAGER INC | 10 | 10 | 0.09% | 0.17% | 0.23% | Q2 2021 | Q3 2023 | 10 |
Wealth Alliance | 10 | 10 | 0.10% | 0.18% | 0.26% | Q2 2021 | Q3 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Keudell/Morrison Wealth Management | 10 | 10 | 0.11% | 0.14% | 0.19% | Q2 2021 | Q3 2023 | 10 |
Renasant Bank | 10 | 10 | 0.16% | 0.25% | 0.38% | Q2 2021 | Q3 2023 | 10 |
Ethic Inc. | 10 | 10 | 0.02% | 0.07% | 0.17% | Q2 2021 | Q3 2023 | 10 |
CURIAN CAPITAL LLC | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2015 | 10 |
FIRST NATIONAL BANK OF OMAHA | 10 | 10 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q3 2015 | 10 |
Occidental Asset Management, LLC | 6 | 4 | 0.22% | 0.33% | 0.46% | Q1 2020 | Q3 2023 | 10 |
LIBERTY WEALTH MANAGEMENT LLC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2021 | 10 |
ELLIOTT MANAGEMENT CORP | 10 | 10 | 0.02% | 0.23% | 0.54% | Q3 2013 | Q4 2015 | 10 |
MOODY LYNN & LIEBERSON, LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
ARGENT TRUST COMPANY, N.A. | 10 | 10 | 0.71% | 0.84% | 1.02% | Q2 2013 | Q3 2015 | 10 |
Corsair Capital Management | 3 | 2 | 0.04% | 0.28% | 1.88% | Q2 2013 | Q2 2022 | 10 |
Princeton Global Asset Management LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Index Management Solutions, LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2015 | 10 |
Strategic Investment Advisors / MI | 6 | 4 | 0.06% | 0.25% | 0.37% | Q1 2021 | Q3 2023 | 10 |
Antonetti Capital Management LLC | 5 | 1 | 0.00% | 0.05% | 0.13% | Q2 2010 | Q1 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q1 2023 | 10 |
Braun-Bostich & Associates Inc. | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 10 |
Zurich Insurance Group Ltd/FI | 8 | 2 | 0.03% | 0.11% | 0.22% | Q1 2016 | Q3 2019 | 10 |
CoreCommodity Management, LLC | 5 | 1 | 0.02% | 0.22% | 0.49% | Q3 2013 | Q2 2023 | 10 |
SeaBridge Investment Advisors LLC | 6 | 4 | 0.02% | 0.73% | 2.12% | Q2 2013 | Q2 2018 | 10 |
RELIANCE TRUST CO OF DELAWARE | 7 | 1 | 0.02% | 0.04% | 0.05% | Q4 2015 | Q1 2019 | 10 |
Trellus Management Company, LLC | 10 | 10 | 0.81% | 1.16% | 1.65% | Q2 2013 | Q3 2015 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Jump Trading, LLC | 4 | 4 | 0.01% | 0.03% | 0.05% | Q3 2014 | Q2 2015 | 10 |
TIEDEMANN TRUST CO | 10 | 10 | 0.83% | 1.16% | 1.79% | Q2 2013 | Q3 2015 | 10 |
Dynamic Capital Management Ltd | 7 | 1 | 0.09% | 0.86% | 4.47% | Q2 2013 | Q3 2017 | 10 |
Bedel Financial Consulting, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2021 | 10 |
Essex Financial Services, Inc. | 10 | 10 | 0.06% | 0.08% | 0.11% | Q2 2021 | Q3 2023 | 10 |
Saturna Capital CORP | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2015 | 10 |
VSR Financial Services, Inc. | 10 | 10 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2015 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2020 | 10 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.07% | 0.32% | 1.14% | Q2 2017 | Q3 2023 | 10 |
CENTERSQUARE INVESTMENT MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2020 | 10 |
NATIONAL PENN INVESTORS TRUST CO /PA | 5 | 5 | 0.03% | 0.07% | 0.10% | Q2 2013 | Q1 2016 | 10 |
WELCH & FORBES LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
Cordasco Financial Network | 10 | 10 | 0.16% | 0.21% | 0.32% | Q1 2020 | Q2 2022 | 10 |
MARQUE MILLENNIUM CAPITAL MANAGEMENT LCC | 10 | 10 | 0.71% | 0.83% | 1.01% | Q2 2013 | Q3 2015 | 10 |
Cipher Capital LP | 2 | 1 | 0.03% | 0.31% | 1.12% | Q2 2013 | Q1 2021 | 10 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 5 | 5 | 0.01% | 0.05% | 0.11% | Q2 2014 | Q3 2023 | 10 |
YHB Investment Advisors, Inc. | 10 | 10 | 0.06% | 0.09% | 0.13% | Q2 2013 | Q3 2015 | 10 |
ELLINGTON MANAGEMENT GROUP LLC | 4 | 2 | 0.03% | 0.11% | 0.25% | Q2 2013 | Q1 2020 | 10 |
Vantage Investment Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.03% | Q2 2016 | Q3 2018 | 10 |
SENTINEL ASSET MANAGEMENT, INC. | 10 | 10 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2015 | 10 |
Sequoia Financial Advisors, LLC | 4 | 2 | 0.01% | 0.07% | 0.32% | Q2 2014 | Q3 2023 | 10 |
Summit X, LLC | 8 | 1 | 0.00% | 0.14% | 0.22% | Q3 2018 | Q2 2023 | 10 |
NBT BANK N A /NY | 10 | 10 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q3 2015 | 10 |
Southeastern Asset Management | 10 | 10 | 1.28% | 3.77% | 4.62% | Q4 2019 | Q1 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q1 2019 | 10 |
Abacus Planning Group, Inc. | 5 | 5 | 0.07% | 0.27% | 0.61% | Q2 2018 | Q4 2020 | 10 |
Mutual Advisors, LLC | 10 | 10 | 0.07% | 0.14% | 0.20% | Q1 2021 | Q2 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 10 |
First Capital Advisors Group, LLC. | 7 | 1 | 0.00% | 0.25% | 0.37% | Q1 2018 | Q2 2023 | 10 |
Xact Kapitalforvaltning AB | 10 | 10 | 0.05% | 0.06% | 0.07% | Q3 2016 | Q4 2018 | 10 |
Morningstar Investment Management LLC | 10 | 10 | 0.68% | 1.16% | 1.66% | Q2 2021 | Q3 2023 | 10 |
GREYSTONE INVESTMENT MANAGEMENT LLC | 10 | 10 | 2.42% | 3.47% | 4.73% | Q2 2013 | Q3 2015 | 10 |
WRIGHT INVESTORS SERVICE INC | 5 | 1 | 0.17% | 0.27% | 0.37% | Q4 2016 | Q3 2023 | 10 |
PARA ADVISORS LLC | 10 | 10 | 1.89% | 3.51% | 4.64% | Q2 2013 | Q3 2015 | 10 |
Forester Capital Management, LTD | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2015 | 10 |
SPECTRUM ADVISORY SERVICES INC | 10 | 10 | 0.11% | 0.15% | 0.20% | Q2 2013 | Q3 2015 | 10 |
PARK AVENUE SECURITIES LLC | 10 | 10 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
VisionPoint Advisory Group, LLC | 9 | 9 | 0.13% | 0.16% | 0.19% | Q3 2021 | Q3 2023 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.02% | 0.14% | 0.22% | Q4 2021 | Q4 2023 | 9 |
Euclid Advisors LLC | 6 | 1 | 0.01% | 0.22% | 0.60% | Q2 2013 | Q2 2016 | 9 |
GLG Partners LP | 5 | 4 | 0.03% | 0.21% | 0.52% | Q3 2014 | Q2 2017 | 9 |
FIRST FINANCIAL CORP /IN/ | 7 | 2 | 0.02% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 9 |
Kingsview Wealth Management, LLC | 6 | 1 | 0.01% | 0.06% | 0.12% | Q3 2020 | Q3 2023 | 9 |
Timber Hill LLC | 3 | 1 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q1 2018 | 9 |
Patriot Wealth Management, Inc. | 9 | 9 | 0.52% | 1.05% | 1.39% | Q3 2016 | Q3 2018 | 9 |
ETF MANAGERS GROUP, LLC | 5 | 1 | 0.01% | 0.02% | 0.06% | Q1 2018 | Q4 2020 | 9 |
Pinion Investment Advisors, LLC | 9 | 9 | 0.26% | 0.49% | 0.66% | Q3 2021 | Q3 2023 | 9 |
NORTHEAST INVESTMENT MANAGEMENT | 9 | 9 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Integrated Wealth Concepts LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Portman Square Capital LLP | 4 | 4 | 0.01% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 9 |
Parsec Financial Management, Inc. | 8 | 1 | 0.01% | 0.03% | 0.04% | Q4 2013 | Q2 2022 | 9 |
Convergence Investment Partners, LLC | 6 | 3 | 0.00% | 0.40% | 0.73% | Q3 2017 | Q3 2021 | 9 |
Center Coast Capital Advisors, LP | 4 | 2 | 0.00% | 1.49% | 3.48% | Q2 2014 | Q4 2017 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.06% | 0.10% | 0.12% | Q2 2013 | Q2 2015 | 9 |
CHILDRESS CAPITAL ADVISORS, LLC | 7 | 1 | 0.08% | 0.11% | 0.14% | Q4 2020 | Q3 2023 | 9 |
EASTERN BANK | 9 | 9 | 0.02% | 0.33% | 1.24% | Q3 2013 | Q3 2015 | 9 |
Resource Management, LLC | 4 | 1 | 0.02% | 0.03% | 0.05% | Q3 2018 | Q4 2021 | 9 |
PEAPACK GLADSTONE FINANCIAL CORP | 9 | 9 | 0.05% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Burt Wealth Advisors | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q2 2017 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 9 |
Arkadios Wealth Advisors | 9 | 9 | 0.00% | 0.06% | 0.18% | Q4 2019 | Q4 2021 | 9 |
Illinois Municipal Retirement Fund | 9 | 9 | 0.01% | 0.10% | 0.26% | Q3 2021 | Q3 2023 | 9 |
BANK OF HAWAII | 9 | 9 | 0.03% | 0.27% | 0.50% | Q4 2013 | Q4 2015 | 9 |
GUYASUTA INVESTMENT ADVISORS INC | 5 | 1 | 0.02% | 0.10% | 0.15% | Q2 2013 | Q1 2023 | 9 |
Key FInancial Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 9 |
Lloyd Advisory Services, LLC. | 8 | 1 | 0.01% | 0.07% | 0.16% | Q3 2020 | Q3 2023 | 9 |
BOSTON FINANCIAL MANGEMENT LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q3 2020 | 9 |
CenturyLink Investment Management Co | 9 | 9 | 0.27% | 0.42% | 0.77% | Q2 2013 | Q2 2015 | 9 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2017 | 9 |
Curi Wealth Management, LLC | 8 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 9 |
PHILADELPHIA TRUST CO | 9 | 9 | 0.02% | 0.31% | 0.57% | Q2 2013 | Q2 2015 | 9 |
SouthState Corp | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.03% | 0.06% | 0.10% | Q2 2021 | Q3 2023 | 9 |
Jackson Creek Investment Advisors LLC | 7 | 2 | 0.10% | 0.18% | 0.25% | Q3 2020 | Q1 2023 | 9 |
WBH ADVISORY INC | 9 | 9 | 0.08% | 0.20% | 0.32% | Q4 2013 | Q4 2015 | 9 |
Hutchin Hill Capital, LP | 3 | 1 | 0.02% | 1.03% | 4.82% | Q2 2014 | Q4 2017 | 9 |
Ferris Capital, LLC | 8 | 1 | 0.01% | 0.09% | 0.13% | Q2 2017 | Q3 2019 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.08% | 0.10% | 0.13% | Q3 2021 | Q3 2023 | 9 |
Geneva Partners, LLC | 8 | 1 | 0.12% | 2.18% | 4.42% | Q2 2021 | Q3 2023 | 9 |
Eventide Asset Management | 8 | 1 | 0.05% | 0.36% | 0.50% | Q3 2019 | Q3 2023 | 9 |
FWL INVESTMENT MANAGEMENT, LLC | 9 | 9 | 0.48% | 1.11% | 1.61% | Q3 2021 | Q3 2023 | 9 |
Counsel Portfolio Services Inc. | 9 | 9 | 0.02% | 0.05% | 0.06% | Q2 2013 | Q2 2015 | 9 |
TD Capital Management LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 9 |
Quaker Capital Investments, LLC | 9 | 9 | 0.27% | 2.46% | 2.97% | Q1 2020 | Q1 2022 | 9 |
Richard C. Young & CO., LTD. | 7 | 2 | 0.08% | 1.00% | 1.47% | Q2 2015 | Q3 2023 | 9 |
Ahrens Investment Partners LLC | 9 | 9 | 0.10% | 0.17% | 0.33% | Q1 2021 | Q1 2023 | 9 |
Brandywine Global Investment Management, LLC | 6 | 3 | 0.08% | 0.17% | 0.26% | Q3 2020 | Q3 2023 | 9 |
Columbus Hill Capital Management, L.P. | 8 | 1 | 1.09% | 3.93% | 12.24% | Q2 2014 | Q4 2017 | 9 |
Baker Avenue Asset Management, LP | 4 | 1 | 0.00% | 0.03% | 0.07% | Q4 2013 | Q3 2023 | 9 |
HBK Sorce Advisory LLC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
ZEKE CAPITAL ADVISORS, LLC | 5 | 1 | 0.01% | 0.04% | 0.08% | Q3 2017 | Q4 2022 | 9 |
Brown Advisory Securities, LLC | 9 | 9 | 0.23% | 0.36% | 0.47% | Q2 2013 | Q2 2015 | 9 |
NEXPOINT ASSET MANAGEMENT, L.P. | 9 | 9 | 0.22% | 2.17% | 3.74% | Q3 2019 | Q3 2021 | 9 |
Seamans Capital Management, LLC | 7 | 2 | 0.28% | 0.61% | 1.09% | Q2 2013 | Q3 2015 | 9 |
TWIN CAPITAL MANAGEMENT INC | 5 | 1 | 0.04% | 0.13% | 0.23% | Q2 2013 | Q2 2021 | 9 |
GRATRY & Co LLC | 9 | 9 | 0.13% | 0.26% | 0.39% | Q2 2013 | Q2 2015 | 9 |
COOKE & BIELER LP | 9 | 9 | 0.89% | 1.33% | 1.60% | Q3 2021 | Q3 2023 | 9 |
Polar Asset Management Partners Inc. | 3 | 1 | 0.01% | 0.04% | 0.12% | Q2 2015 | Q1 2023 | 9 |
Lavaca Capital LLC | 7 | 2 | 0.05% | 0.29% | 0.54% | Q4 2018 | Q3 2023 | 9 |
Continuum Advisory, LLC | 9 | 9 | 0.07% | 0.17% | 0.23% | Q3 2021 | Q3 2023 | 9 |
AMF Tjanstepension AB | 5 | 1 | 0.13% | 0.21% | 0.30% | Q3 2018 | Q2 2021 | 9 |
Supplemental Annuity Collective Trust of NJ | 9 | 9 | 0.13% | 0.32% | 0.44% | Q1 2014 | Q1 2016 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.03% | 0.08% | 0.15% | Q4 2014 | Q4 2016 | 9 |
Lombard Odier Asset Management (Switzerland) SA | 4 | 1 | 0.01% | 0.04% | 0.09% | Q2 2014 | Q3 2023 | 9 |
Stelac Advisory Services LLC | 9 | 9 | 0.06% | 0.16% | 0.24% | Q2 2021 | Q2 2023 | 9 |
Stanley-Laman Group, Ltd. | 8 | 1 | 0.04% | 0.09% | 0.11% | Q1 2014 | Q2 2016 | 9 |
Lone Pine Capital | 4 | 1 | 0.34% | 1.92% | 3.18% | Q2 2014 | Q4 2016 | 9 |
Fidelity National Financial, Inc. | 9 | 9 | 2.46% | 3.49% | 4.80% | Q2 2013 | Q2 2015 | 9 |
First Western Capital Management Co | 9 | 9 | 0.70% | 1.37% | 1.98% | Q4 2013 | Q4 2015 | 9 |
ROOSEVELT INVESTMENT GROUP LLC | 9 | 9 | 0.06% | 0.10% | 0.14% | Q3 2020 | Q3 2022 | 9 |
FIRST NIAGARA BANK | 9 | 9 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q2 2015 | 9 |
JAMES INVESTMENT RESEARCH INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
Meridian Wealth Advisors, LLC | 8 | 1 | 0.03% | 0.07% | 0.09% | Q4 2018 | Q4 2022 | 9 |
HNP Capital LLC | 9 | 9 | 0.22% | 0.40% | 0.57% | Q1 2021 | Q1 2023 | 9 |
Third Point | 5 | 1 | 0.30% | 1.61% | 2.98% | Q2 2013 | Q3 2016 | 9 |
RNC CAPITAL MANAGEMENT LLC | 7 | 2 | 0.01% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 9 |
M.D. Sass, Inc. | 9 | 9 | 0.33% | 2.71% | 4.57% | Q2 2013 | Q2 2015 | 9 |
Paradigm Financial Partners, LLC | 9 | 9 | 0.31% | 0.55% | 0.68% | Q3 2021 | Q3 2023 | 9 |
Argentus Capital Management, LLC | 5 | 1 | 0.05% | 0.09% | 0.16% | Q1 2014 | Q3 2016 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.01% | 0.06% | 0.16% | Q3 2021 | Q3 2023 | 9 |
Apollon Wealth Management, LLC | 8 | 1 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 9 |
Evolution Wealth Advisors, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 9 |
Sound View Wealth Advisors Group, LLC | 8 | 1 | 0.04% | 0.13% | 0.21% | Q2 2019 | Q3 2023 | 9 |
AMERICAN NATIONAL BANK | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Swift Run Capital | 8 | 8 | 2.81% | 4.60% | 6.04% | Q4 2013 | Q3 2015 | 8 |
Echo Street Capital Management LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 8 |
Bay Harbor Wealth Management, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q2 2022 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q1 2015 | 8 |
PGGM Investments | 5 | 1 | 0.02% | 0.11% | 0.16% | Q1 2014 | Q1 2022 | 8 |
1620 INVESTMENT ADVISORS, INC. | 8 | 8 | 0.36% | 0.46% | 0.66% | Q4 2021 | Q3 2023 | 8 |
Global Wealth Management Investment Advisory, Inc. | 6 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2022 | 8 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 4 | 1 | 0.02% | 0.07% | 0.13% | Q1 2019 | Q2 2023 | 8 |
Savant Capital, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
MUFG Securities EMEA plc | 7 | 1 | 0.01% | 0.31% | 0.69% | Q2 2018 | Q4 2020 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
HARVARD MANAGEMENT CO INC | 8 | 8 | 0.36% | 1.52% | 3.72% | Q2 2013 | Q1 2015 | 8 |
CMT Asset Management Ltd | 5 | 1 | 0.02% | 0.06% | 0.14% | Q4 2014 | Q4 2016 | 8 |
Watermark Asset Management, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2018 | 8 |
COTTONWOOD CAPITAL ADVISORS, LLC | 8 | 8 | 0.22% | 0.30% | 0.41% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.05% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Phraction Management LLC | 8 | 8 | 0.52% | 1.15% | 2.40% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Bank of Kentucky, Inc. | 8 | 8 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q1 2015 | 8 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 6 | 2 | 0.01% | 0.03% | 0.09% | Q2 2014 | Q4 2022 | 8 |
QUEST CAPITAL MANAGEMENT INC /ADV | 8 | 8 | 0.06% | 0.08% | 0.10% | Q1 2020 | Q4 2021 | 8 |
ALLEGHANY CORP /DE | 8 | 8 | 3.51% | 5.31% | 6.33% | Q4 2013 | Q3 2015 | 8 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2023 | 8 |
Founders Capital Management | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2023 | 8 |
Merchants' Gate Capital LP | 6 | 6 | 3.18% | 6.70% | 10.10% | Q2 2013 | Q3 2014 | 8 |
BP CAPITAL FUND ADVISORS, LLC | 6 | 2 | 0.29% | 5.12% | 7.39% | Q3 2016 | Q4 2019 | 8 |
Gould Capital, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Asset Dedication, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 8 |
Crow Point Partners, LLC | 3 | 2 | 1.83% | 2.25% | 3.12% | Q1 2014 | Q3 2019 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
HERBST GROUP, LLC | 8 | 8 | 0.86% | 1.13% | 1.28% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
MOUNT VERNON ASSOCIATES INC /MD/ | 8 | 8 | 0.24% | 0.52% | 0.73% | Q3 2018 | Q2 2020 | 8 |
Moloney Securities Asset Management, LLC | 7 | 1 | 0.25% | 0.34% | 0.43% | Q4 2019 | Q3 2023 | 8 |
SEIZERT CAPITAL PARTNERS, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q2 2015 | 8 |
CHURCHILL MANAGEMENT Corp | 6 | 2 | 0.02% | 0.17% | 0.30% | Q2 2013 | Q1 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.07% | 0.10% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Dunvegan Associates, Inc. | 8 | 8 | 0.03% | 0.04% | 0.05% | Q1 2014 | Q4 2015 | 8 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 8 | 8 | 0.26% | 0.67% | 1.25% | Q4 2021 | Q3 2023 | 8 |
Point72 Middle East FZE | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 8 |
Next Capital Management LLC | 6 | 1 | 0.09% | 0.14% | 0.17% | Q1 2020 | Q2 2023 | 8 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 8 | 8 | 0.11% | 0.20% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Guardian Wealth Management, Inc. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Sterling Investment Counsel, LLC | 8 | 8 | 0.13% | 0.15% | 0.18% | Q4 2021 | Q3 2023 | 8 |
TKG Advisors, LLC | 8 | 8 | 0.68% | 1.05% | 1.39% | Q4 2021 | Q3 2023 | 8 |
Unigestion Holding SA | 6 | 2 | 0.02% | 0.13% | 0.23% | Q4 2020 | Q3 2023 | 8 |
Center For Asset Management LLC | 8 | 8 | 0.22% | 0.54% | 0.72% | Q4 2021 | Q3 2023 | 8 |
Machina Capital S.A.S. | 3 | 1 | 0.04% | 0.54% | 0.94% | Q2 2019 | Q3 2023 | 8 |
MJP ASSOCIATES INC /ADV | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Sunriver Management LLC | 8 | 8 | 1.58% | 4.04% | 5.25% | Q4 2017 | Q3 2019 | 8 |
Cooper Financial Group | 8 | 8 | 0.08% | 0.12% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Principle Wealth Partners LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 8 |
Astoria Portfolio Advisors LLC. | 8 | 8 | 0.12% | 0.21% | 0.41% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Global Endowment Management, LP | 4 | 4 | 0.19% | 0.27% | 0.44% | Q4 2013 | Q4 2015 | 8 |
L & S Advisors Inc | 3 | 2 | 0.14% | 0.58% | 2.37% | Q1 2014 | Q4 2022 | 8 |
ALETHEA CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.34% | 0.86% | 1.62% | Q4 2014 | Q3 2022 | 8 |
FRANKLIN STREET ADVISORS INC /NC | 6 | 2 | 0.04% | 0.04% | 0.05% | Q3 2016 | Q3 2018 | 8 |
Ascent Group, LLC | 8 | 8 | 0.26% | 0.32% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Arete Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Pinkerton Retirement Specialists, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2018 | 8 |
Bison Wealth, LLC | 3 | 1 | 0.04% | 0.11% | 0.16% | Q4 2014 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.24% | 0.27% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Geneva Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q4 2016 | 8 |
LifePlan Financial Group, Inc | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2019 | 8 |
City State Bank | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Banco Santander, S.A. | 6 | 1 | 0.00% | 0.03% | 0.14% | Q2 2019 | Q2 2023 | 8 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 6 | 1 | 0.00% | 0.07% | 0.22% | Q4 2019 | Q2 2023 | 8 |
DCM Advisors, LLC | 8 | 8 | 0.23% | 0.46% | 0.74% | Q4 2020 | Q3 2022 | 8 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 7 | 1 | 0.00% | 2.19% | 3.18% | Q2 2013 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q2 2023 | 8 |
America First Investment Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
GoalVest Advisory LLC | 8 | 8 | 0.01% | 0.53% | 0.76% | Q1 2022 | Q4 2023 | 8 |
Kore Private Wealth LLC | 7 | 1 | 0.02% | 0.13% | 0.21% | Q4 2018 | Q1 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 6 | 2 | 0.10% | 1.51% | 3.76% | Q2 2013 | Q4 2016 | 8 |
MGO ONE SEVEN LLC | 5 | 1 | 0.01% | 0.08% | 0.18% | Q4 2017 | Q3 2023 | 8 |
QUANTUM CAPITAL MANAGEMENT | 8 | 8 | 0.06% | 0.24% | 0.65% | Q2 2013 | Q1 2015 | 8 |
Proquility Private Wealth Partners, LLC | 8 | 8 | 0.37% | 0.93% | 1.18% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
NumerixS Investment Technologies Inc | 3 | 1 | 0.04% | 0.24% | 0.58% | Q2 2015 | Q2 2019 | 8 |
Krilogy Financial LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2018 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.15% | 0.18% | 0.23% | Q2 2013 | Q1 2015 | 8 |
M Holdings Securities, Inc. | 5 | 1 | 0.02% | 0.02% | 0.03% | Q3 2014 | Q1 2023 | 8 |
180 WEALTH ADVISORS, LLC | 6 | 2 | 0.05% | 0.11% | 0.27% | Q3 2018 | Q3 2023 | 8 |
NORTHSTAR CAPITAL MANAGEMENT LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2019 | 8 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2015 | 8 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.02% | 0.02% | 0.03% | Q1 2016 | Q1 2018 | 8 |
WASHINGTON TRUST BANK | 4 | 2 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q4 2021 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Delos Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Veracity Capital LLC | 8 | 8 | 0.37% | 0.56% | 0.75% | Q4 2021 | Q3 2023 | 8 |
Jacobus Wealth Management, Inc. | 8 | 8 | 0.04% | 0.11% | 0.19% | Q2 2014 | Q1 2016 | 8 |
FAIRFIELD, BUSH & CO. | 5 | 1 | 0.01% | 0.07% | 0.11% | Q2 2014 | Q2 2023 | 8 |
Samson Capital Management, LLC | 4 | 4 | 2.89% | 5.28% | 8.02% | Q1 2015 | Q2 2019 | 8 |
CI Global Investments Inc. | 6 | 2 | 0.14% | 0.75% | 3.53% | Q2 2013 | Q3 2015 | 8 |
Annapolis Financial Services, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
LGT Group Foundation | 8 | 8 | 0.01% | 0.06% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Foresight Wealth Management, LLC | 8 | 8 | 0.01% | 0.17% | 0.26% | Q4 2020 | Q3 2022 | 8 |
DRIVE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.14% | 0.26% | 0.36% | Q4 2021 | Q3 2023 | 8 |
C M BIDWELL & ASSOCIATES LTD | 5 | 1 | 0.04% | 0.22% | 0.88% | Q3 2016 | Q3 2023 | 8 |
Invst, LLC | 8 | 8 | 0.05% | 0.10% | 0.15% | Q1 2021 | Q4 2022 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.08% | 0.10% | 0.12% | Q2 2013 | Q1 2015 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.09% | 0.12% | 0.16% | Q4 2020 | Q3 2022 | 8 |
Capula Management Ltd | 2 | 1 | 0.00% | 0.08% | 0.16% | Q3 2019 | Q2 2023 | 8 |
STERNE AGEE GROUP, INC. | 8 | 8 | 0.20% | 0.51% | 0.69% | Q2 2013 | Q1 2015 | 8 |
Pettinga Financial Advisors, LLC | 3 | 1 | 0.06% | 0.07% | 0.09% | Q3 2020 | Q3 2023 | 8 |
Blueshift Asset Management, LLC | 3 | 1 | 0.06% | 0.15% | 0.34% | Q4 2018 | Q3 2022 | 8 |
Moisand Fitzgerald Tamayo, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 8 |
Industrial Alliance Investment Management Inc. | 8 | 8 | 0.12% | 0.19% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.05% | 0.12% | 0.19% | Q4 2014 | Q3 2016 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
HighPoint Advisor Group LLC | 4 | 1 | 0.04% | 0.07% | 0.10% | Q2 2018 | Q2 2022 | 8 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 8 | 8 | 0.52% | 0.63% | 0.88% | Q4 2019 | Q3 2021 | 8 |
Baker Ellis Asset Management LLC | 8 | 8 | 0.04% | 0.05% | 0.07% | Q3 2013 | Q2 2015 | 8 |
Akre Capital Management | 8 | 8 | 0.02% | 0.03% | 0.03% | Q3 2013 | Q2 2015 | 8 |
SYNTAX ADVISORS, LLC | 8 | 8 | 0.20% | 0.24% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Crosspoint Capital Strategies, LLC | 8 | 8 | 0.23% | 0.44% | 0.86% | Q4 2013 | Q3 2015 | 8 |
ETF Store, Inc. | 8 | 8 | 0.46% | 0.59% | 0.70% | Q4 2021 | Q3 2023 | 8 |
Hedges Asset Management LLC | 8 | 8 | 0.49% | 0.66% | 0.72% | Q4 2021 | Q3 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.08% | 0.11% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
BRINKER CAPITAL INC | 8 | 8 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q2 2020 | 8 |
Autumn Glory Partners, LLC | 8 | 8 | 1.43% | 2.14% | 2.58% | Q4 2021 | Q3 2023 | 8 |
Ranch Capital Advisors Inc. | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 7 |
BRIDGES INVESTMENT COUNSEL INC/ | 7 | 7 | 0.05% | 0.05% | 0.07% | Q2 2014 | Q4 2015 | 7 |
Bank of New Hampshire | 7 | 7 | 0.08% | 0.22% | 0.30% | Q1 2022 | Q3 2023 | 7 |
Centered Wealth LLC dba Miller Equity Capital Advisors | 7 | 7 | 0.48% | 0.82% | 1.07% | Q1 2022 | Q3 2023 | 7 |
Wedmont Private Capital | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
AXXCESS WEALTH MANAGEMENT, LLC | 7 | 7 | 0.03% | 0.08% | 0.16% | Q1 2022 | Q3 2023 | 7 |
EAGLE ROCK INVESTMENT COMPANY, LLC | 7 | 7 | 0.10% | 0.17% | 0.23% | Q1 2022 | Q3 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.70% | 1.03% | 1.18% | Q1 2022 | Q3 2023 | 7 |
BHF Kleinwort Benson Group S.A. | 6 | 1 | 0.05% | 0.14% | 0.21% | Q1 2014 | Q4 2015 | 7 |
FirstPurpose Wealth LLC | 7 | 7 | 0.13% | 0.14% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Values First Advisors, Inc. | 7 | 7 | 0.24% | 0.26% | 0.28% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.09% | 0.10% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Sarbit Advisory Services Inc. | 7 | 7 | 0.12% | 0.37% | 0.66% | Q4 2013 | Q2 2015 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.08% | 0.16% | 0.39% | Q4 2016 | Q2 2018 | 7 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 1 | 1 | 0.00% | 0.22% | 1.01% | Q2 2014 | Q2 2016 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Empowered Funds, LLC | 7 | 7 | 0.10% | 0.40% | 0.86% | Q1 2022 | Q3 2023 | 7 |
Riverview Trust Co | 7 | 7 | 0.01% | 0.03% | 0.09% | Q1 2022 | Q3 2023 | 7 |
KEELEY ASSET MANAGEMENT CORP | 7 | 7 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q4 2014 | 7 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q2 2019 | 7 |
Waldron Private Wealth LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Belmont Global Advisors, Inc. | 6 | 1 | 0.62% | 1.97% | 3.50% | Q4 2013 | Q3 2015 | 7 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 7 |
WealthTrust Fairport, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Van Hulzen Asset Management, LLC | 3 | 2 | 0.02% | 0.48% | 1.73% | Q4 2013 | Q3 2023 | 7 |
QUANTRES ASSET MANAGEMENT Ltd | 2 | 1 | 0.16% | 0.89% | 2.31% | Q1 2014 | Q3 2018 | 7 |
Private Ocean, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 7 |
QUEST INVESTMENT MANAGEMENT LLC | 5 | 2 | 0.65% | 0.89% | 1.52% | Q2 2013 | Q1 2015 | 7 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
WealthTrust-Arizona, LLC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q3 2013 | Q1 2015 | 7 |
Soros Fund Management | 4 | 1 | 0.05% | 1.01% | 2.44% | Q3 2016 | Q2 2022 | 7 |
SPC Financial, Inc. | 7 | 7 | 0.25% | 0.49% | 1.01% | Q1 2015 | Q3 2016 | 7 |
J. Goldman & Co LP | 2 | 1 | 0.07% | 0.16% | 0.28% | Q1 2014 | Q2 2022 | 7 |
AVIANCE CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.10% | 0.18% | Q3 2013 | Q1 2015 | 7 |
Graticule Asia Macro Advisors LLC | 3 | 1 | 0.09% | 1.61% | 5.82% | Q3 2015 | Q1 2020 | 7 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2017 | 7 |
Hanson & Doremus Investment Management | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2018 | 7 |
Bray Capital Advisors | 3 | 1 | 0.01% | 0.07% | 0.13% | Q1 2017 | Q3 2022 | 7 |
MERITAGE PORTFOLIO MANAGEMENT | 7 | 7 | 0.15% | 0.20% | 0.27% | Q1 2020 | Q3 2021 | 7 |
CANYON CAPITAL ADVISORS LLC | 7 | 7 | 0.71% | 2.04% | 3.44% | Q1 2018 | Q3 2019 | 7 |
EADS & HEALD WEALTH MANAGEMENT | 7 | 7 | 0.11% | 0.12% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Quinn Opportunity Partners LLC | 7 | 7 | 0.38% | 3.09% | 10.24% | Q1 2016 | Q3 2017 | 7 |
JCIC Asset Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
1st Global Advisors, Inc. | 6 | 1 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q1 2015 | 7 |
TEXAS CAPITAL BANCSHARES INC/TX | 7 | 7 | 0.17% | 0.22% | 0.30% | Q1 2014 | Q3 2015 | 7 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.04% | 0.11% | Q1 2015 | Q3 2016 | 7 |
Jupiter Investment Management Ltd | 2 | 1 | 0.00% | 0.17% | 1.06% | Q2 2013 | Q4 2019 | 7 |
Versor Investments LP | 4 | 1 | 0.02% | 0.08% | 0.23% | Q1 2017 | Q2 2022 | 7 |
Sciencast Management LP | 2 | 1 | 0.17% | 0.26% | 0.30% | Q2 2018 | Q1 2022 | 7 |
Integrated Advisors Network LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.06% | 0.11% | 0.22% | Q4 2017 | Q3 2019 | 7 |
SII INVESTMENTS INC/WI | 6 | 1 | 0.04% | 0.09% | 0.16% | Q2 2013 | Q1 2015 | 7 |
Cornerstone Wealth Management, LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q1 2023 | 7 |
Private Capital Advisors, Inc. | 7 | 7 | 1.47% | 2.13% | 2.78% | Q1 2022 | Q3 2023 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2023 | 7 |
C V STARR & CO INC | 7 | 7 | 11.01% | 13.74% | 17.86% | Q3 2018 | Q1 2020 | 7 |
HOWARD HUGHES MEDICAL INSTITUTE | 4 | 1 | 0.00% | 0.09% | 0.50% | Q2 2013 | Q4 2016 | 7 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 7 |
FIRST CITIZENS BANK & TRUST CO | 4 | 1 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2015 | 7 |
SASCO CAPITAL INC / CT/ | 7 | 7 | 0.00% | 0.65% | 2.94% | Q2 2013 | Q4 2014 | 7 |
Adalta Capital Management LLC | 7 | 7 | 0.03% | 0.06% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Bryn Mawr Capital Management, LLC | 7 | 7 | 0.30% | 0.37% | 0.50% | Q1 2017 | Q3 2018 | 7 |
STONNINGTON GROUP, LLC | 7 | 7 | 0.06% | 0.13% | 0.26% | Q1 2021 | Q3 2022 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.02% | 0.05% | 0.08% | Q4 2017 | Q2 2019 | 7 |
Franklin, Parlapiano, Turner & Welch, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q1 2017 | 7 |
SIT INVESTMENT ASSOCIATES INC | 6 | 1 | 0.00% | 0.21% | 0.33% | Q4 2014 | Q3 2023 | 7 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Bogart Wealth, LLC | 4 | 3 | 0.00% | 0.43% | 0.85% | Q4 2019 | Q3 2023 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q2 2021 | 7 |
FARMERS TRUST CO | 7 | 7 | 0.12% | 0.14% | 0.19% | Q2 2013 | Q4 2014 | 7 |
Mondrian Investment Partners LTD | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
CITIZENS FINANCIAL GROUP INC/RI | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 7 |
PRIVATE CAPITAL MANAGEMENT INC | 7 | 7 | 0.09% | 0.17% | 0.28% | Q4 2015 | Q2 2017 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.01% | 0.06% | 0.10% | Q2 2018 | Q1 2020 | 7 |
Wagner Wealth Management, LLC | 4 | 1 | 0.00% | 0.05% | 0.10% | Q2 2018 | Q2 2022 | 7 |
Uncommon Cents Investing LLC | 7 | 7 | 0.15% | 0.28% | 0.32% | Q1 2022 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.04% | 0.11% | 0.18% | Q2 2013 | Q4 2014 | 7 |
ARGENT CAPITAL MANAGEMENT LLC | 7 | 7 | 0.18% | 0.42% | 0.58% | Q1 2014 | Q3 2015 | 7 |
Epoch Investment Partners, Inc. | 7 | 7 | 0.00% | 0.07% | 0.37% | Q1 2022 | Q3 2023 | 7 |
Rice Partnership, LLC | 7 | 7 | 0.15% | 0.62% | 0.86% | Q1 2022 | Q3 2023 | 7 |
West Family Investments, Inc. | 4 | 1 | 0.06% | 0.09% | 0.10% | Q3 2021 | Q3 2023 | 7 |
DUALITY ADVISERS, LP | 3 | 1 | 0.11% | 0.35% | 0.82% | Q2 2019 | Q4 2022 | 7 |
AIA Group Ltd | 6 | 1 | 0.00% | 0.02% | 0.08% | Q2 2021 | Q1 2023 | 7 |
Full Sail Capital, LLC | 7 | 7 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Walleye Capital LLC | 3 | 2 | 0.00% | 0.05% | 0.15% | Q2 2021 | Q3 2023 | 7 |
BANCORPSOUTH INC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q4 2013 | Q2 2015 | 7 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 1 | 0.04% | 0.08% | 0.10% | Q1 2015 | Q3 2023 | 7 |
CLINTON GROUP INC | 3 | 1 | 0.06% | 0.10% | 0.18% | Q2 2013 | Q1 2018 | 7 |
Lantz Financial LLC | 7 | 7 | 0.10% | 0.11% | 0.12% | Q1 2022 | Q3 2023 | 7 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 1 | 0.00% | 0.70% | 0.92% | Q3 2020 | Q3 2023 | 7 |
Hamlin Capital Management, LLC | 7 | 7 | 1.58% | 2.22% | 3.29% | Q2 2018 | Q4 2019 | 7 |
WINTRUST INVESTMENTS LLC | 5 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 7 |
My Legacy Advisors, LLC | 7 | 7 | 0.31% | 0.37% | 0.45% | Q1 2022 | Q3 2023 | 7 |
CAPITAL ONE, NATIONAL ASSOCIATION | 2 | 1 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2019 | 7 |
Lenox Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q1 2022 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.14% | 0.14% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.03% | 0.06% | Q1 2019 | Q4 2021 | 7 |
BI Asset Management Fondsmaeglerselskab A/S | 7 | 7 | 0.01% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
COOKSON PEIRCE & CO INC | 5 | 2 | 0.91% | 1.29% | 1.55% | Q2 2014 | Q1 2023 | 7 |
Foundation Asset Management, LP | 7 | 7 | 1.14% | 6.09% | 10.61% | Q2 2016 | Q4 2017 | 7 |
Savior LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 7 |
Powell Investment Advisors, LLC | 3 | 1 | 0.12% | 0.22% | 0.53% | Q4 2019 | Q3 2023 | 7 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Blue Zone Wealth Advisors, LLC | 7 | 7 | 1.75% | 2.22% | 2.52% | Q1 2022 | Q3 2023 | 7 |
ARES MANAGEMENT LLC | 5 | 2 | 0.02% | 0.06% | 0.19% | Q4 2018 | Q3 2020 | 7 |
STARR INTERNATIONAL CO INC | 7 | 7 | 1.54% | 3.28% | 5.30% | Q3 2018 | Q1 2020 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2014 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
DENVER INVESTMENT ADVISORS LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q4 2015 | 7 |
REGENTATLANTIC CAPITAL LLC | 6 | 1 | 0.01% | 0.01% | 0.03% | Q4 2014 | Q3 2022 | 7 |
State of Wyoming | 6 | 1 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 7 |
Founders Financial Alliance, LLC | 4 | 1 | 0.03% | 0.13% | 0.16% | Q3 2020 | Q3 2023 | 7 |
BEACON TRUST CO | 7 | 7 | 0.13% | 0.30% | 0.40% | Q2 2014 | Q4 2015 | 7 |
CPWM, LLC | 3 | 1 | 0.06% | 0.08% | 0.11% | Q2 2015 | Q3 2018 | 6 |
Nuveen Fund Advisors, LLC | 6 | 6 | 0.12% | 0.28% | 0.44% | Q2 2016 | Q3 2017 | 6 |
PECONIC PARTNERS LLC | 2 | 1 | 0.38% | 1.65% | 3.59% | Q3 2013 | Q2 2022 | 6 |
Sterling Capital Management LLC | 4 | 1 | 0.03% | 0.29% | 0.47% | Q1 2013 | Q3 2017 | 6 |
Larson Financial Group LLC | 6 | 6 | 0.00% | 0.18% | 0.27% | Q2 2022 | Q3 2023 | 6 |
PROFFITT & GOODSON INC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2020 | 6 |
Family Capital Trust Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.01% | 0.05% | 0.19% | Q2 2015 | Q3 2016 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 6 |
Lehman Financial Resources, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2015 | 6 |
Secure Asset Management, LLC | 6 | 6 | 0.20% | 0.41% | 0.56% | Q2 2022 | Q3 2023 | 6 |
FIL Ltd | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 6 |
Benefit Street Partners LLC | 6 | 6 | 0.60% | 1.96% | 3.31% | Q3 2020 | Q4 2021 | 6 |
Edgemoor Investment Advisors, Inc. | 6 | 6 | 0.06% | 0.15% | 0.27% | Q4 2014 | Q1 2016 | 6 |
Princeton Alpha Management LP | 3 | 1 | 0.10% | 0.31% | 0.54% | Q1 2014 | Q4 2016 | 6 |
Verity & Verity, LLC | 6 | 6 | 0.05% | 0.14% | 0.25% | Q4 2018 | Q1 2020 | 6 |
Plancorp, LLC | 6 | 6 | 0.10% | 0.15% | 0.30% | Q3 2018 | Q4 2019 | 6 |
Financial Advocates Investment Management | 4 | 2 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 6 |
Buckley Wealth Management, LLC | 6 | 6 | 0.31% | 0.34% | 0.39% | Q2 2022 | Q3 2023 | 6 |
BRIDGES INVESTMENT MANAGEMENT INC | 3 | 1 | 0.04% | 0.04% | 0.05% | Q4 2013 | Q3 2015 | 6 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q1 2022 | 6 |
AMG Funds LLC | 6 | 6 | 1.36% | 1.51% | 1.71% | Q2 2019 | Q3 2020 | 6 |
Holistic Financial Partners | 4 | 2 | 0.01% | 0.13% | 0.23% | Q4 2017 | Q3 2023 | 6 |
Quantitative Systematic Strategies LLC | 2 | 1 | 0.06% | 0.22% | 0.48% | Q2 2014 | Q4 2019 | 6 |
MOSELEY INVESTMENT MANAGEMENT INC | 6 | 6 | 0.17% | 0.22% | 0.33% | Q2 2022 | Q3 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Neo Ivy Capital Management | 4 | 2 | 0.05% | 0.30% | 0.60% | Q2 2019 | Q1 2021 | 6 |
MHI Funds, LLC | 6 | 6 | 0.01% | 0.90% | 2.04% | Q4 2017 | Q1 2019 | 6 |
Pinnacle Wealth Planning Services, Inc. | 4 | 1 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.06% | 0.11% | 0.15% | Q2 2013 | Q3 2014 | 6 |
Independence Trust CO | 6 | 6 | 0.15% | 0.28% | 0.41% | Q2 2013 | Q3 2014 | 6 |
Empyrean Capital Partners, LP | 3 | 1 | 0.44% | 2.21% | 4.71% | Q2 2014 | Q3 2016 | 6 |
Li Winifred I | 6 | 6 | 0.06% | 0.08% | 0.09% | Q3 2013 | Q4 2014 | 6 |
Cypress Wealth Services, LLC | 6 | 6 | 0.07% | 0.10% | 0.11% | Q1 2022 | Q2 2023 | 6 |
Centenus Global Management, LP | 4 | 2 | 0.34% | 0.75% | 1.19% | Q2 2018 | Q1 2020 | 6 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 2 | 0.02% | 0.49% | 0.67% | Q2 2019 | Q4 2020 | 6 |
Pearl River Capital, LLC | 2 | 1 | 0.03% | 0.21% | 0.79% | Q4 2018 | Q4 2021 | 6 |
FAS Wealth Partners, Inc. | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
TIAA, FSB | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2018 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Price Wealth, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2020 | 6 |
OneAscent Wealth Management LLC | 5 | 1 | 0.14% | 0.18% | 0.22% | Q1 2022 | Q3 2023 | 6 |
Gary Goldberg Planning Services Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Santa Fe Partners LLC | 3 | 1 | 0.21% | 0.35% | 0.52% | Q2 2013 | Q1 2015 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.04% | 0.11% | Q2 2022 | Q3 2023 | 6 |
BARDIN HILL MANAGEMENT PARTNERS LP | 5 | 1 | 0.00% | 2.37% | 7.60% | Q2 2014 | Q4 2015 | 6 |
Clear Creek Financial Management, LLC | 6 | 6 | 0.04% | 0.08% | 0.09% | Q2 2022 | Q3 2023 | 6 |
OneAscent Financial Services LLC | 5 | 1 | 0.10% | 0.16% | 0.28% | Q1 2022 | Q3 2023 | 6 |
ALPINE ASSOCIATES MANAGEMENT INC. | 5 | 5 | 0.09% | 0.55% | 0.95% | Q2 2015 | Q2 2016 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.52% | 0.59% | 0.75% | Q2 2013 | Q3 2014 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Verde Servicos Internacionais S.A. | 5 | 1 | 0.96% | 1.07% | 1.24% | Q1 2017 | Q3 2018 | 6 |
Leelyn Smith, LLC | 6 | 6 | 0.01% | 0.03% | 0.06% | Q3 2021 | Q4 2022 | 6 |
Latimer Light Capital, L.P. | 6 | 6 | 3.87% | 7.75% | 11.06% | Q3 2016 | Q4 2017 | 6 |
Midwest Wealth Management Inc. | 6 | 6 | 0.27% | 0.83% | 1.32% | Q4 2020 | Q1 2022 | 6 |
V Wealth Advisors LLC | 3 | 1 | 0.04% | 0.11% | 0.23% | Q2 2017 | Q3 2022 | 6 |
Cable Hill Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2019 | 6 |
SPHINX TRADING, LP | 5 | 5 | 0.04% | 0.12% | 0.32% | Q2 2015 | Q2 2016 | 6 |
LAKE STREET FINANCIAL LLC | 4 | 2 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 6 |
Knuff & Co LLC | 6 | 6 | 0.21% | 0.24% | 0.26% | Q1 2020 | Q2 2021 | 6 |
MILES CAPITAL, INC. | 5 | 1 | 0.45% | 0.68% | 0.98% | Q2 2013 | Q1 2020 | 6 |
BTC Capital Management, Inc. | 6 | 6 | 0.36% | 0.47% | 0.53% | Q3 2014 | Q4 2015 | 6 |
Jump Financial, LLC | 3 | 1 | 0.01% | 0.06% | 0.15% | Q3 2020 | Q3 2023 | 6 |
Czech National Bank | 6 | 6 | 0.11% | 0.11% | 0.12% | Q3 2022 | Q4 2023 | 6 |
SEI TRUST CO | 6 | 6 | 0.03% | 0.07% | 0.15% | Q2 2013 | Q3 2014 | 6 |
Outlook Wealth Advisors, LLC | 6 | 6 | 0.08% | 0.11% | 0.16% | Q1 2021 | Q2 2022 | 6 |
Pineno Levin & Ford Asset Management, Inc. | 3 | 1 | 0.08% | 1.08% | 2.15% | Q2 2013 | Q2 2019 | 6 |
MUHLENKAMP & CO INC | 5 | 1 | 0.06% | 0.13% | 0.15% | Q4 2015 | Q4 2017 | 6 |
ATALANTA SOSNOFF CAPITAL, LLC | 5 | 1 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q2 2021 | 6 |
JET CAPITAL INVESTORS L P | 4 | 2 | 0.64% | 1.90% | 4.27% | Q1 2014 | Q1 2016 | 6 |
BRIGADE CAPITAL MANAGEMENT, LP | 3 | 2 | 0.15% | 0.88% | 1.67% | Q1 2014 | Q4 2016 | 6 |
Destination Wealth Management | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2019 | 6 |
Freedom Day Solutions, LLC | 6 | 6 | 0.12% | 0.13% | 0.14% | Q2 2022 | Q3 2023 | 6 |
Independence Capital Asset Partners, LLC | 4 | 2 | 1.23% | 2.83% | 4.43% | Q2 2013 | Q1 2015 | 6 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 3 | 1 | 0.36% | 1.08% | 2.50% | Q2 2013 | Q2 2015 | 6 |
Capital World Investors | 6 | 6 | 0.01% | 0.05% | 0.07% | Q3 2018 | Q4 2019 | 6 |
Confluence Wealth Services, Inc. | 4 | 1 | 0.05% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 6 |
Regal Investment Advisors LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Teamwork Financial Advisors, LLC | 6 | 6 | 0.04% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 6 |
AQR Arbitrage LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 6 |
Ardevora Asset Management LLP | 6 | 6 | 0.53% | 0.78% | 0.95% | Q2 2022 | Q3 2023 | 6 |
Quantinno Capital Management LP | 4 | 2 | 0.03% | 0.10% | 0.17% | Q3 2019 | Q3 2023 | 6 |
Resurgent Financial Advisors LLC | 5 | 1 | 0.13% | 0.17% | 0.20% | Q1 2022 | Q3 2023 | 6 |
Camarda Financial Advisors, LLC | 4 | 2 | 0.00% | 0.04% | 0.13% | Q4 2017 | Q2 2019 | 6 |
Blackstart Capital LP | 3 | 1 | 0.41% | 2.71% | 3.69% | Q4 2016 | Q3 2019 | 6 |
BREMER TRUST NATIONAL ASSOCIATION | 5 | 1 | 0.00% | 0.07% | 0.10% | Q2 2014 | Q4 2018 | 6 |
Genesee Capital Advisors, LLC | 6 | 6 | 0.74% | 0.80% | 0.89% | Q2 2022 | Q3 2023 | 6 |
GHP Investment Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
SEARLE & CO. | 4 | 1 | 0.14% | 0.22% | 0.28% | Q4 2014 | Q1 2019 | 6 |
Selective Wealth Management, Inc. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2022 | 6 |
CMT Capital Markets Trading GmbH | 3 | 1 | 0.00% | 0.16% | 0.55% | Q2 2015 | Q3 2023 | 6 |
Glenview Trust Co | 1 | 1 | 0.01% | 0.52% | 1.67% | Q4 2010 | Q2 2023 | 6 |
HANSEATIC MANAGEMENT SERVICES INC | 3 | 3 | 0.00% | 0.39% | 1.15% | Q1 2014 | Q4 2016 | 6 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2023 | 6 |
Taylor Wealth Management Partners | 6 | 6 | 0.03% | 0.51% | 2.76% | Q1 2015 | Q2 2016 | 6 |
Intersect Capital LLC | 6 | 6 | 0.06% | 0.07% | 0.11% | Q1 2021 | Q2 2022 | 6 |
Natixis Investment Managers International | 2 | 1 | 0.02% | 0.05% | 0.12% | Q4 2014 | Q2 2022 | 6 |
Waverly Advisors, LLC | 4 | 1 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 6 |
Edgestream Partners, L.P. | 2 | 1 | 0.06% | 0.20% | 0.28% | Q1 2018 | Q4 2022 | 6 |
Thrive Capital Management, LLC | 6 | 6 | 0.19% | 0.28% | 0.33% | Q2 2022 | Q3 2023 | 6 |
Jackson Square Partners, LLC | 6 | 6 | 0.01% | 1.78% | 2.36% | Q2 2014 | Q3 2015 | 6 |
Seven Springs Wealth Group, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q1 2021 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SSI INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 6 |
CAAS CAPITAL MANAGEMENT LP | 6 | 6 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q4 2021 | 6 |
Teilinger Capital Ltd. | 2 | 1 | 1.35% | 7.57% | 12.90% | Q4 2013 | Q3 2020 | 6 |
Mascoma Wealth Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 6 | 6 | 0.53% | 0.57% | 0.62% | Q2 2022 | Q3 2023 | 6 |
CreativeOne Wealth, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 6 |
Lloyds Banking Group plc | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2014 | 6 |
Ceredex Value Advisors LLC | 6 | 6 | 0.78% | 0.86% | 0.97% | Q1 2018 | Q2 2019 | 6 |
SOLARIS ASSET MANAGEMENT LLC | 3 | 1 | 0.01% | 0.09% | 0.16% | Q2 2013 | Q2 2015 | 6 |
Alaska Permanent Fund Corp | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 6 |
CHEMICAL BANK | 6 | 6 | 0.03% | 0.04% | 0.05% | Q1 2014 | Q2 2015 | 6 |
Greenwich Investment Management, Inc. | 6 | 6 | 0.24% | 0.96% | 1.71% | Q2 2014 | Q3 2015 | 6 |
Paradiem, LLC | 6 | 6 | 1.15% | 1.29% | 1.47% | Q2 2022 | Q3 2023 | 6 |
Alliance Wealth Advisors, LLC | 6 | 6 | 0.20% | 0.24% | 0.26% | Q1 2022 | Q2 2023 | 6 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2 | 2 | 0.05% | 0.11% | 0.16% | Q2 2018 | Q2 2022 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Farmers & Merchants Trust Co of Chambersburg PA | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Corsicana & Co. | 6 | 6 | 0.07% | 0.09% | 0.11% | Q2 2021 | Q3 2022 | 6 |
Cinctive Capital Management LP | 2 | 1 | 0.23% | 0.44% | 0.66% | Q4 2019 | Q3 2022 | 5 |
Fisher Asset Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2015 | 5 |
Spark Investment Management LLC | 4 | 1 | 0.10% | 0.18% | 0.30% | Q3 2017 | Q1 2020 | 5 |
BLUESTEIN R H & CO LLC | 2 | 1 | 0.01% | 0.10% | 0.20% | Q2 2014 | Q1 2022 | 5 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 5 | 5 | 0.13% | 0.16% | 0.19% | Q3 2022 | Q3 2023 | 5 |
Cedar Wealth Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2019 | 5 |
GW&K Investment Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Beech Hill Advisors, Inc. | 3 | 2 | 0.54% | 1.32% | 2.76% | Q2 2015 | Q3 2023 | 5 |
ZWJ INVESTMENT COUNSEL INC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q4 2019 | 5 |
FIRST NATIONAL BANK SIOUX FALLS | 4 | 1 | 0.05% | 0.09% | 0.15% | Q2 2015 | Q3 2016 | 5 |
Baltimore-Washington Financial Advisors, Inc. | 5 | 5 | 0.05% | 0.10% | 0.18% | Q4 2013 | Q4 2014 | 5 |
Vollero Beach Capital Partners LLC | 2 | 1 | 0.76% | 1.15% | 1.95% | Q2 2014 | Q3 2016 | 5 |
Passport Capital, LLC | 3 | 2 | 0.04% | 0.77% | 1.20% | Q2 2013 | Q2 2015 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q4 2018 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.08% | 0.10% | 0.17% | Q2 2013 | Q2 2014 | 5 |
WestEnd Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 5 |
STRATEGY ASSET MANAGERS LLC | 2 | 1 | 0.00% | 0.09% | 0.20% | Q2 2014 | Q4 2020 | 5 |
Gilbert & Cook, Inc. | 5 | 5 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q1 2022 | 5 |
ARGI Investment Services, LLC | 3 | 2 | 0.06% | 0.08% | 0.11% | Q1 2015 | Q3 2017 | 5 |
MEMBERS CAPITAL ADVISORS INC | 5 | 5 | 1.14% | 1.30% | 1.64% | Q3 2022 | Q3 2023 | 5 |
CAMBIAR INVESTORS LLC | 5 | 5 | 1.47% | 1.75% | 1.96% | Q3 2022 | Q3 2023 | 5 |
PATTON FUND MANAGEMENT, INC. | 5 | 5 | 0.48% | 0.65% | 0.84% | Q4 2021 | Q4 2022 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2017 | 5 |
Leucadia National | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 5 |
GLG INC. | 3 | 3 | 0.07% | 0.29% | 0.73% | Q2 2013 | Q4 2013 | 5 |
BANKERS TRUST CO | 5 | 5 | 0.63% | 0.73% | 0.83% | Q2 2013 | Q2 2014 | 5 |
Centiva Capital, LP | 2 | 1 | 0.03% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 5 |
Equitable Holdings, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Zweig-DiMenna Associates LLC | 3 | 1 | 0.09% | 0.34% | 0.73% | Q2 2013 | Q2 2022 | 5 |
FORSTA AP-FONDEN | 3 | 2 | 0.15% | 0.48% | 0.82% | Q2 2017 | Q4 2019 | 5 |
Allen Capital Group, LLC | 3 | 1 | 0.05% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 5 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 2 | 0.03% | 0.05% | 0.10% | Q3 2018 | Q3 2023 | 5 |
Franklin Square Holdings, L.P. | 5 | 5 | 0.30% | 2.31% | 4.20% | Q3 2017 | Q3 2018 | 5 |
GAMCO INVESTORS, INC. ET AL | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q2 2020 | 5 |
Charles Schwab Investment Advisory, Inc. | 5 | 5 | 0.19% | 0.34% | 0.42% | Q4 2018 | Q4 2019 | 5 |
Michael & Susan Dell Foundation | 5 | 5 | 4.58% | 6.03% | 9.13% | Q4 2016 | Q4 2017 | 5 |
Intrua Financial, LLC | 4 | 1 | 0.05% | 0.07% | 0.10% | Q3 2021 | Q1 2023 | 5 |
Summit Trail Advisors, LLC | 2 | 1 | 0.01% | 0.10% | 0.23% | Q4 2017 | Q3 2023 | 5 |
Johnson Financial Group, LLC | 5 | 5 | 0.16% | 0.22% | 0.28% | Q4 2016 | Q4 2017 | 5 |
Duquesne Family Office | 5 | 5 | 0.33% | 0.68% | 0.99% | Q1 2016 | Q1 2017 | 5 |
D. SCOTT NEAL, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 5 |
Garner Asset Management Corp | 5 | 5 | 0.15% | 0.16% | 0.18% | Q1 2022 | Q1 2023 | 5 |
RR Advisors, LLC | 5 | 5 | 1.87% | 3.39% | 5.11% | Q2 2020 | Q2 2021 | 5 |
McClarren Financial Advisors, Inc. | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Thomas J. Herzfeld Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
SYMPHONY ASSET MANAGEMENT LLC | 4 | 1 | 0.07% | 0.08% | 0.10% | Q2 2013 | Q3 2015 | 5 |
INVESTMENT HOUSE LLC | 3 | 1 | 0.02% | 0.04% | 0.06% | Q3 2015 | Q4 2017 | 5 |
TAM Capital Management Inc. | 3 | 2 | 3.77% | 23.11% | 42.68% | Q2 2018 | Q1 2020 | 5 |
Bellwether Advisors, LLC | 5 | 5 | 0.00% | 0.58% | 1.40% | Q3 2021 | Q3 2022 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.03% | 0.06% | 0.12% | Q2 2013 | Q2 2014 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Gideon Capital Advisors, Inc. | 2 | 1 | 0.14% | 0.29% | 0.58% | Q1 2017 | Q4 2019 | 5 |
GeoWealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
THREE BAYS CAPITAL LP | 4 | 4 | 2.46% | 4.53% | 5.80% | Q4 2015 | Q3 2016 | 5 |
Edge Wealth Management LLC | 4 | 1 | 0.01% | 0.04% | 0.16% | Q2 2013 | Q4 2014 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2014 | 5 |
KENSICO CAPITAL MANAGEMENT CORP | 4 | 1 | 0.04% | 0.62% | 1.23% | Q2 2013 | Q1 2016 | 5 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 2 | 1 | 0.03% | 0.06% | 0.10% | Q4 2014 | Q4 2019 | 5 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2014 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2017 | 5 |
FARALLON CAPITAL MANAGEMENT LLC | 4 | 1 | 0.35% | 0.43% | 0.49% | Q2 2013 | Q2 2015 | 5 |
Carmichael Hill & Associates, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
IVORY INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.06% | 0.31% | 0.64% | Q1 2014 | Q4 2015 | 5 |
Graham Capital Management, L.P. | 3 | 1 | 0.01% | 0.26% | 0.38% | Q3 2013 | Q4 2021 | 5 |
AJO, LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Evanston Investments, Inc., dba Evanston Advisors | 5 | 5 | 1.58% | 1.89% | 2.07% | Q1 2017 | Q1 2018 | 5 |
ISLAY CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Atom Investors LP | 2 | 1 | 0.12% | 0.63% | 1.01% | Q2 2020 | Q1 2023 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q1 2021 | 5 |
ICA Group Wealth Management, LLC | 3 | 2 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q2 2023 | 5 |
Financial Gravity Asset Management, Inc. | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.06% | 0.09% | 0.11% | Q4 2018 | Q4 2019 | 5 |
Dakota Community Bank & Trust NA | 5 | 5 | 1.72% | 1.86% | 2.06% | Q3 2022 | Q3 2023 | 5 |
Alpine Global Management, LLC | 2 | 1 | 0.04% | 0.57% | 0.98% | Q4 2014 | Q4 2019 | 5 |
Laurel Wealth Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.07% | 0.09% | 0.11% | Q3 2022 | Q3 2023 | 5 |
Red Tortoise LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 5 |
Lebenthal Global Advisors, LLC | 4 | 1 | 0.02% | 0.16% | 0.26% | Q4 2020 | Q1 2022 | 5 |
TCWP LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q1 2023 | 5 |
Ergoteles LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q4 2022 | 5 |
Lake Point Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.01% | 0.56% | 1.06% | Q1 2020 | Q3 2023 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 5 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.06% | 0.18% | 0.38% | Q1 2021 | Q1 2023 | 5 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.08% | 0.25% | Q4 2015 | Q1 2023 | 5 |
READYSTATE ASSET MANAGEMENT LP | 1 | 1 | 0.02% | 0.07% | 0.14% | Q1 2023 | Q3 2023 | 5 |
FIDUCIARY TRUST CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Gyon Technologies Capital Management, LP | 5 | 5 | 0.12% | 0.17% | 0.27% | Q1 2021 | Q1 2022 | 5 |
SJS Investment Consulting Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
PEAK FINANCIAL ADVISORS LLC | 5 | 5 | 1.50% | 1.77% | 2.11% | Q2 2022 | Q2 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2022 | 5 |
Graypoint LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Cove Street Capital, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q1 2021 | 5 |
CERTUITY, LLC | 5 | 5 | 0.08% | 0.10% | 0.13% | Q1 2021 | Q1 2022 | 5 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 3 | 2 | 0.08% | 0.20% | 0.29% | Q4 2014 | Q3 2017 | 5 |
COWA, LLC | 3 | 2 | 0.09% | 0.11% | 0.13% | Q4 2020 | Q1 2023 | 5 |
FOSTER & MOTLEY INC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2022 | 5 |
abrdn Investment Management Ltd | 3 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 5 |
Empirical Finance, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1 | 1 | 0.00% | 0.02% | 0.10% | Q4 2018 | Q1 2023 | 5 |
Aventail Capital Group, LP | 4 | 1 | 0.47% | 3.16% | 7.60% | Q1 2022 | Q3 2023 | 5 |
WATER ISLAND CAPITAL LLC | 4 | 4 | 0.01% | 0.79% | 2.24% | Q2 2015 | Q1 2016 | 5 |
Citizens National Bank Trust Department | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 5 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 5 | 5 | 0.26% | 0.31% | 0.36% | Q3 2014 | Q3 2015 | 5 |
Mirador Capital Partners LP | 5 | 5 | 0.10% | 0.14% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Kellner Capital, LLC | 5 | 5 | 0.69% | 1.13% | 1.78% | Q2 2015 | Q2 2016 | 5 |
Donald L. Hagan, LLC | 4 | 1 | 0.07% | 0.18% | 0.24% | Q4 2014 | Q1 2016 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.01% | 0.08% | 0.15% | Q1 2015 | Q1 2016 | 5 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2023 | 5 |
Koshinski Asset Management, Inc. | 3 | 2 | 0.00% | 0.12% | 0.43% | Q3 2015 | Q1 2022 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.06% | 0.12% | 0.21% | Q2 2015 | Q2 2016 | 5 |
CAXTON ASSOCIATES LP | 3 | 1 | 0.04% | 0.22% | 0.72% | Q2 2016 | Q4 2018 | 5 |
McGowan Group Asset Management, Inc. | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Nicholas Investment Partners, LP | 5 | 5 | 0.21% | 0.45% | 0.56% | Q4 2021 | Q4 2022 | 5 |
Blue Chip Partners, LLC | 5 | 5 | 0.72% | 2.08% | 2.99% | Q4 2014 | Q4 2015 | 5 |
FOURPOINTS Investment Managers, S.A.S. | 5 | 5 | 0.03% | 1.07% | 2.64% | Q2 2013 | Q2 2014 | 5 |
Hirtle Callaghan & Co LLC | 3 | 2 | 0.01% | 0.03% | 0.09% | Q2 2015 | Q2 2017 | 5 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 4 | 1 | 0.02% | 0.04% | 0.06% | Q3 2013 | Q1 2015 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.97% | 1.14% | 1.30% | Q4 2022 | Q4 2023 | 5 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
First County Bank /CT/ | 4 | 4 | 1.01% | 1.13% | 1.21% | Q4 2022 | Q3 2023 | 4 |
NEWGATE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.21% | 0.27% | 0.36% | Q4 2014 | Q2 2016 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.26% | 0.32% | 0.35% | Q4 2022 | Q3 2023 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q4 2022 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.03% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
PICTON MAHONEY ASSET MANAGEMENT | 4 | 4 | 0.15% | 0.58% | 0.89% | Q1 2017 | Q4 2017 | 4 |
CHESAPEAKE PARTNERS MANAGEMENT CO INC/MD | 3 | 3 | 0.16% | 0.84% | 1.15% | Q2 2015 | Q4 2015 | 4 |
Silicon Valley Capital Partners | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.39% | 0.43% | 0.45% | Q4 2022 | Q3 2023 | 4 |
Palestra Capital Management LLC | 4 | 4 | 1.46% | 3.50% | 4.76% | Q2 2016 | Q1 2017 | 4 |
ALTFEST L J & CO INC | 4 | 4 | 0.27% | 0.41% | 0.65% | Q1 2017 | Q4 2017 | 4 |
Mach-1 Financial Group, LLC | 4 | 4 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
St. James Investment Advisors, LLC | 3 | 1 | 0.27% | 0.59% | 0.77% | Q4 2021 | Q4 2022 | 4 |
VIAWEALTH, LLC | 4 | 4 | 0.62% | 0.65% | 0.70% | Q4 2022 | Q3 2023 | 4 |
Banyan Partners, LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2013 | Q3 2014 | 4 |
HARVEST MANAGEMENT LLC | 4 | 4 | 0.41% | 0.94% | 1.58% | Q2 2015 | Q1 2016 | 4 |
Harvest Investment Advisors, LLC | 4 | 4 | 1.01% | 1.10% | 1.16% | Q4 2022 | Q3 2023 | 4 |
Good Harbor Financial, LLC | 4 | 4 | 0.49% | 0.86% | 1.40% | Q4 2014 | Q3 2015 | 4 |
ACUITY INVESTMENT MANAGEMENT INC | 4 | 4 | 0.40% | 0.77% | 1.13% | Q4 2013 | Q3 2014 | 4 |
Acrospire Investment Management LLC | 3 | 1 | 0.00% | 0.06% | 0.12% | Q1 2016 | Q2 2017 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Column Capital Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 4 |
CAPITAL ONE FINANCIAL CORP | 3 | 1 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q4 2021 | 4 |
Quent Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.04% | 0.27% | 0.74% | Q2 2021 | Q3 2023 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q4 2019 | 4 |
D'Orazio & Associates, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2021 | 4 |
Phillips Wealth Planners LLC | 4 | 4 | 1.33% | 1.59% | 1.92% | Q4 2022 | Q3 2023 | 4 |
Kinsale Capital Group, Inc. | 4 | 4 | 0.18% | 0.73% | 1.13% | Q4 2022 | Q3 2023 | 4 |
JUPITER ASSET MANAGEMENT LTD | 2 | 2 | 0.01% | 0.10% | 0.19% | Q3 2019 | Q3 2021 | 4 |
Capital International Sarl | 4 | 4 | 0.14% | 0.19% | 0.27% | Q4 2018 | Q3 2019 | 4 |
Perpetual Ltd | 2 | 1 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q1 2023 | 4 |
Stonehage Fleming (UK) Ltd | 4 | 4 | 0.04% | 0.05% | 0.05% | Q1 2015 | Q4 2015 | 4 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 4 | 4 | 1.16% | 1.32% | 1.47% | Q2 2013 | Q1 2014 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.34% | 0.42% | 0.46% | Q4 2022 | Q3 2023 | 4 |
Avion Wealth | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 4 |
Capitolis Advisors LLC | 3 | 1 | 0.11% | 1.04% | 1.95% | Q4 2020 | Q2 2022 | 4 |
Principal Street Partners, LLC | 4 | 4 | 0.10% | 0.11% | 0.13% | Q1 2022 | Q4 2022 | 4 |
Windsor Capital Management, LLC | 3 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q3 2015 | 4 |
LEGACY FINANCIAL GROUP, INC. | 4 | 4 | 0.27% | 0.29% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Castleton Investment Management LLC | 2 | 2 | 0.16% | 1.68% | 3.32% | Q3 2016 | Q1 2019 | 4 |
Blue Ridge Capital, L.L.C. | 4 | 4 | 0.43% | 0.97% | 1.41% | Q3 2015 | Q2 2016 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 1 | 2.28% | 4.70% | 10.48% | Q2 2014 | Q3 2023 | 4 |
TIG Advisors, LLC | 4 | 4 | 0.87% | 1.49% | 2.07% | Q2 2015 | Q1 2016 | 4 |
WELD CAPITAL MANAGEMENT LLC | 2 | 1 | 0.11% | 0.34% | 0.67% | Q4 2018 | Q2 2021 | 4 |
PERRY CAPITAL | 4 | 4 | 5.48% | 11.24% | 17.33% | Q1 2015 | Q4 2015 | 4 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Congress Park Capital LLC | 2 | 1 | 0.19% | 0.21% | 0.24% | Q4 2017 | Q1 2019 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ATTICUS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q4 2022 | 4 |
Mint Tower Capital Management B.V. | 1 | 1 | 0.03% | 0.18% | 0.28% | Q1 2018 | Q1 2019 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
SCOGGIN MANAGEMENT LP | 1 | 1 | 0.86% | 1.77% | 3.77% | Q1 2014 | Q4 2015 | 4 |
Coston, McIsaac & Partners | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
JB Capital LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q2 2022 | 4 |
SCOPIA CAPITAL MANAGEMENT LP | 4 | 4 | 1.21% | 2.37% | 3.02% | Q2 2016 | Q1 2017 | 4 |
Marquette Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Kazazian Asset Management, LLC | 4 | 4 | 0.31% | 0.34% | 0.42% | Q4 2018 | Q3 2019 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.10% | 0.57% | 1.41% | Q2 2014 | Q3 2014 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.18% | 0.20% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Great Lakes Retirement, Inc. | 4 | 4 | 0.96% | 1.12% | 1.38% | Q4 2022 | Q3 2023 | 4 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
BBR PARTNERS, LLC | 2 | 1 | 0.03% | 0.05% | 0.07% | Q1 2015 | Q3 2020 | 4 |
Perpetual Investment Management Ltd | 4 | 4 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q1 2022 | 4 |
CAPITAL INTERNATIONAL LTD /CA/ | 4 | 4 | 0.62% | 0.77% | 0.88% | Q4 2018 | Q3 2019 | 4 |
Delphi Private Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2017 | 4 |
TILIA FIDUCIARY PARTNERS, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Interchange Capital Partners, LLC | 2 | 2 | 0.01% | 0.23% | 0.39% | Q4 2020 | Q1 2022 | 4 |
Marks Group Wealth Management, Inc | 4 | 4 | 0.21% | 0.23% | 0.24% | Q3 2022 | Q2 2023 | 4 |
Talara Capital Management, LLC | 4 | 4 | 1.12% | 1.30% | 1.40% | Q4 2017 | Q3 2018 | 4 |
Locust Wood Capital Advisers | 2 | 1 | 0.34% | 1.40% | 2.70% | Q2 2014 | Q4 2017 | 4 |
MATHER GROUP, LLC. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
KANAWHA CAPITAL MANAGEMENT LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q2 2015 | 4 |
Sargent Investment Group, LLC | 2 | 1 | 0.05% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 4 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q3 2019 | 4 |
Capital One Investing, Inc. | 4 | 4 | 0.10% | 0.13% | 0.14% | Q4 2018 | Q3 2019 | 4 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.03% | 0.25% | 0.81% | Q4 2019 | Q4 2021 | 4 |
3Chopt Investment Partners, LLC | 4 | 4 | 1.12% | 1.26% | 1.40% | Q4 2022 | Q3 2023 | 4 |
Pinnacle Family Advisors, LLC | 2 | 1 | 0.11% | 0.12% | 0.15% | Q1 2022 | Q3 2023 | 4 |
FIRST MIDWEST BANK TRUST DIVISION | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q4 2017 | 4 |
Ironwood Investment Counsel, LLC | 2 | 2 | 0.10% | 0.12% | 0.12% | Q2 2014 | Q2 2015 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.41% | 0.46% | 0.50% | Q4 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.16% | 0.22% | 0.25% | Q4 2022 | Q3 2023 | 4 |
ASCEND CAPITAL, LLC | 4 | 4 | 0.15% | 0.67% | 1.35% | Q2 2014 | Q1 2015 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q3 2021 | 4 |
RONALD BLUE & CO LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q2 2015 | 4 |
TRUST CO OF TOLEDO NA /OH/ | 4 | 4 | 0.23% | 0.31% | 0.40% | Q4 2014 | Q3 2015 | 4 |
Slocum, Gordon & Co LLP | 4 | 4 | 1.64% | 1.95% | 2.41% | Q4 2022 | Q3 2023 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.78% | 0.85% | 0.95% | Q4 2022 | Q3 2023 | 4 |
Fairholme Capital Management | 4 | 4 | 0.45% | 0.59% | 0.69% | Q1 2021 | Q4 2021 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.11% | 0.13% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Retirement Planning Co of New England, Inc. | 3 | 1 | 0.08% | 0.12% | 0.14% | Q4 2021 | Q4 2022 | 4 |
Orinda Asset Management LLC | 4 | 4 | 0.26% | 0.35% | 0.43% | Q2 2013 | Q1 2014 | 4 |
Ausbil Investment Management Ltd | 4 | 4 | 5.16% | 5.83% | 6.37% | Q4 2022 | Q3 2023 | 4 |
MAPLE SECURITIES USA INC | 2 | 1 | 0.03% | 0.14% | 0.26% | Q2 2013 | Q2 2015 | 4 |
Matarin Capital Management, LLC | 4 | 4 | 0.23% | 0.28% | 0.34% | Q1 2017 | Q4 2017 | 4 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 4 | 4 | 0.01% | 0.07% | 0.10% | Q4 2017 | Q3 2018 | 4 |
FFT WEALTH MANAGEMENT LLC | 3 | 1 | 0.00% | 0.18% | 0.27% | Q4 2016 | Q2 2021 | 4 |
Park Place Capital Corp | 4 | 4 | 0.25% | 0.27% | 0.30% | Q4 2022 | Q3 2023 | 4 |
CHELSEA COUNSEL CO | 4 | 4 | 0.13% | 0.44% | 0.57% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.03% | 0.05% | 0.10% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.17% | 0.18% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Salient Private Client, LLC | 4 | 4 | 0.15% | 0.58% | 1.02% | Q4 2017 | Q3 2018 | 4 |
Axiom Investment Management LLC | 3 | 1 | 0.06% | 0.12% | 0.24% | Q4 2018 | Q3 2022 | 4 |
Hoxton Financial, Inc. | 3 | 1 | 0.06% | 0.15% | 0.22% | Q1 2015 | Q1 2016 | 4 |
Carson Advisory Inc. | 4 | 4 | 0.23% | 0.50% | 0.62% | Q4 2022 | Q3 2023 | 4 |
Fore Capital, LLC | 1 | 1 | 0.27% | 0.94% | 2.66% | Q4 2020 | Q4 2021 | 4 |
Wallace Advisory Group, LLC | 4 | 4 | 0.29% | 0.30% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.13% | 0.25% | 0.44% | Q4 2022 | Q3 2023 | 4 |
AHL Partners LLP | 4 | 4 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q4 2017 | 4 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 1 | 0.06% | 0.28% | 0.41% | Q2 2020 | Q3 2022 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
F&C Asset Management plc | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2014 | 4 |
Sonora Investment Management Group, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Certified Advisory Corp | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2021 | 4 |
Intellectus Partners, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2017 | 4 |
EHP Funds Inc. | 4 | 4 | 0.05% | 0.08% | 0.11% | Q1 2022 | Q4 2022 | 4 |
GQ Asset Management, LLC | 4 | 4 | 0.20% | 0.27% | 0.38% | Q1 2019 | Q4 2019 | 4 |
New Hampshire Trust | 4 | 4 | 0.18% | 0.21% | 0.23% | Q4 2022 | Q3 2023 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2021 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2021 | 4 |
DUDLEY CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.73% | 0.79% | 0.82% | Q4 2022 | Q3 2023 | 4 |
Hemenway Trust Co LLC | 2 | 2 | 0.07% | 0.12% | 0.17% | Q2 2014 | Q1 2018 | 4 |
Western Wealth Management, LLC | 3 | 1 | 0.01% | 0.03% | 0.07% | Q3 2020 | Q3 2022 | 4 |
EPACRIA CAPITAL PARTNERS, LLC | 4 | 4 | 0.21% | 0.52% | 1.40% | Q4 2022 | Q3 2023 | 4 |
Scissortail Wealth Management, LLC | 4 | 4 | 0.10% | 0.14% | 0.17% | Q4 2021 | Q3 2022 | 4 |
BLACKHILL CAPITAL INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
SMITH, MOORE & CO. | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Sanibel Captiva Investment Advisers, Inc. | 4 | 4 | 2.98% | 3.33% | 3.66% | Q1 2013 | Q4 2013 | 4 |
EVERMAY WEALTH MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 4 |
Intelligence Driven Advisers, LLC | 4 | 4 | 0.19% | 0.22% | 0.25% | Q4 2018 | Q3 2019 | 4 |
USA FINANCIAL FORMULAS | 4 | 4 | 0.00% | 0.51% | 1.02% | Q4 2021 | Q3 2022 | 4 |
Gemsstock Ltd. | 4 | 4 | 2.52% | 3.90% | 5.96% | Q2 2020 | Q1 2021 | 4 |
KS MANAGEMENT CORP | 2 | 2 | 0.16% | 0.19% | 0.22% | Q2 2015 | Q3 2015 | 4 |
IronBridge Private Wealth, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q4 2021 | 4 |
SpiderRock Advisors, LLC | 2 | 1 | 0.01% | 0.07% | 0.23% | Q1 2017 | Q1 2019 | 4 |
Systematic Alpha Investments, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 4 |
REDWOOD CAPITAL MANAGEMENT, LLC | 3 | 1 | 1.59% | 2.37% | 3.81% | Q4 2015 | Q1 2020 | 4 |
Qtron Investments LLC | 4 | 4 | 0.14% | 0.18% | 0.25% | Q3 2020 | Q2 2021 | 4 |
Golden State Equity Partners | 3 | 1 | 0.12% | 0.16% | 0.19% | Q1 2022 | Q3 2023 | 4 |
Long Wharf Investors, Inc. | 4 | 4 | 0.32% | 0.40% | 0.55% | Q3 2013 | Q2 2014 | 4 |
Wakefield Asset Management LLLP | 3 | 1 | 0.10% | 0.40% | 1.29% | Q4 2018 | Q4 2020 | 4 |
BRYN MAWR CAPITAL MANAGEMENT INC | 3 | 1 | 0.05% | 0.07% | 0.10% | Q3 2013 | Q4 2014 | 4 |
Abbrea Capital, LLC | 3 | 1 | 0.04% | 0.06% | 0.13% | Q4 2016 | Q3 2023 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2018 | 4 |
SECOR Capital Advisors, LP | 2 | 1 | 0.10% | 0.22% | 0.47% | Q2 2017 | Q4 2018 | 4 |
BRAUN STACEY ASSOCIATES INC | 4 | 4 | 0.42% | 0.57% | 0.65% | Q4 2014 | Q3 2015 | 4 |
Quaero Capital S.A. | 4 | 4 | 1.12% | 1.17% | 1.25% | Q1 2022 | Q4 2022 | 4 |
Bronson Point Management LLC | 4 | 4 | 1.86% | 2.87% | 3.90% | Q4 2013 | Q3 2014 | 4 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 4 |
Capstone Financial Group, Inc. | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2019 | Q3 2020 | 4 |
Synergy Asset Management, LLC | 4 | 4 | 0.56% | 0.57% | 0.58% | Q2 2022 | Q1 2023 | 4 |
Incline Global Management LLC | 2 | 2 | 0.44% | 1.17% | 2.00% | Q3 2016 | Q4 2016 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.12% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Gen IV Investment Opportunities, LLC | 4 | 4 | 6.55% | 7.90% | 9.35% | Q4 2016 | Q3 2017 | 4 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Nine Chapters Capital Management LLC | 2 | 1 | 0.03% | 0.28% | 0.92% | Q1 2014 | Q3 2015 | 4 |
Joel Isaacson & Co., LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2016 | 4 |
BOYS ARNOLD & CO INC | 3 | 1 | 0.04% | 0.04% | 0.05% | Q1 2014 | Q2 2015 | 4 |
Fractal Investments LLC | 3 | 1 | 1.32% | 1.70% | 2.56% | Q2 2022 | Q3 2023 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q1 2014 | 4 |
Clal Insurance Enterprises Holdings Ltd | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
CQS Cayman LP | 4 | 4 | 1.17% | 1.72% | 2.11% | Q3 2018 | Q2 2019 | 4 |
Virtue Capital Management, LLC | 4 | 4 | 0.18% | 0.28% | 0.42% | Q4 2017 | Q3 2018 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Harvest Portfolios Group Inc. | 4 | 4 | 0.17% | 0.19% | 0.21% | Q4 2022 | Q3 2023 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 4 |
BASSO CAPITAL MANAGEMENT, L.P. | 4 | 4 | 1.07% | 1.25% | 1.32% | Q4 2022 | Q3 2023 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q3 2019 | 4 |
Sourcerock Group LLC | 3 | 3 | 0.14% | 0.16% | 0.19% | Q1 2023 | Q3 2023 | 3 |
BLOOM TREE PARTNERS, LLC | 3 | 3 | 5.02% | 6.38% | 7.48% | Q1 2015 | Q3 2015 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 3 |
Friedberg Investment Management | 3 | 3 | 0.20% | 0.30% | 0.37% | Q3 2014 | Q1 2015 | 3 |
NAVELLIER & ASSOCIATES INC | 3 | 3 | 1.85% | 1.90% | 1.94% | Q3 2012 | Q1 2013 | 3 |
New Jersey Better Educational Savings Trust | 3 | 3 | 0.16% | 0.25% | 0.34% | Q3 2015 | Q1 2016 | 3 |
Telemetry Investments, L.L.C. | 3 | 3 | 0.13% | 0.16% | 0.21% | Q4 2015 | Q2 2016 | 3 |
Sullivan, Bruyette, Speros & Blaney, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2021 | 3 |
CORNERSTONE ADVISORS INC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q4 2016 | Q2 2017 | 3 |
Amica Retiree Medical Trust | 3 | 3 | 0.09% | 0.09% | 0.09% | Q4 2016 | Q2 2017 | 3 |
Providence Capital Advisors, LLC | 3 | 3 | 0.38% | 0.41% | 0.44% | Q1 2023 | Q3 2023 | 3 |
Poehling Capital Management, INC. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Green Owl Capital Management, LLC | 1 | 1 | 0.20% | 1.90% | 4.68% | Q2 2015 | Q2 2016 | 3 |
SOUTH GEORGIA CAPITAL, LLC | 3 | 3 | 0.01% | 1.03% | 1.87% | Q4 2013 | Q2 2014 | 3 |
Manikay Partners, LLC | 2 | 1 | 1.51% | 1.91% | 2.29% | Q2 2015 | Q1 2016 | 3 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2015 | Q3 2015 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q2 2018 | 3 |
Hollow Brook Wealth Management LLC | 2 | 1 | 1.95% | 2.90% | 3.83% | Q3 2015 | Q1 2018 | 3 |
Prime Capital Investment Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 3 |
COOPERMAN LEON G | 3 | 3 | 0.30% | 0.67% | 1.06% | Q2 2013 | Q4 2013 | 3 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q1 2023 | 3 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.03% | 0.07% | Q2 2021 | Q3 2023 | 3 |
Copeland Capital Management, LLC | 2 | 1 | 0.02% | 0.11% | 0.18% | Q2 2013 | Q2 2014 | 3 |
Fortis Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 3 | 3 | 0.05% | 0.91% | 1.41% | Q4 2021 | Q2 2022 | 3 |
NEW ENGLAND ASSET MANAGEMENT INC | 3 | 3 | 0.03% | 0.06% | 0.10% | Q2 2015 | Q4 2015 | 3 |
GFS Advisors, LLC | 2 | 1 | 0.00% | 0.04% | 0.07% | Q1 2016 | Q1 2022 | 3 |
MONTAGE INVESTMENTS, LLC | 3 | 3 | 0.73% | 1.43% | 2.64% | Q1 2016 | Q3 2016 | 3 |
Stone Ridge Asset Management LLC | 1 | 1 | 0.02% | 1.91% | 5.27% | Q4 2014 | Q4 2017 | 3 |
WEST BANCORPORATION INC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q2 2022 | 3 |
EDGAR LOMAX CO/VA | 3 | 3 | 0.44% | 0.46% | 0.47% | Q2 2013 | Q4 2013 | 3 |
ProVise Management Group, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q4 2022 | 3 |
Castleview Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Aravt Global | 3 | 3 | 1.90% | 3.42% | 5.05% | Q2 2016 | Q4 2016 | 3 |
CEDAR CAPITAL, LLC | 3 | 3 | 0.37% | 0.47% | 0.54% | Q4 2015 | Q2 2016 | 3 |
Delek Group, Ltd. | 3 | 3 | 0.21% | 0.22% | 0.23% | Q2 2018 | Q4 2018 | 3 |
Stone House Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
V-Square Quantitative Management LLC | 3 | 3 | 0.20% | 0.22% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.02% | 0.07% | 0.09% | Q1 2023 | Q3 2023 | 3 |
DSC Advisors, L.P. | 3 | 3 | 0.17% | 0.33% | 0.43% | Q1 2022 | Q3 2022 | 3 |
BECK CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.34% | 0.41% | 0.51% | Q2 2021 | Q2 2022 | 3 |
Neuberger Berman Canada ULC | 2 | 1 | 0.09% | 0.15% | 0.19% | Q4 2014 | Q3 2017 | 3 |
EP Wealth Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 3 |
Wilmington Trust, National Association | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 3 |
IPG Investment Advisors LLC | 3 | 3 | 0.15% | 0.16% | 0.16% | Q1 2023 | Q3 2023 | 3 |
McAdam, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Hanlon Investment Management, Inc. | 2 | 1 | 0.31% | 0.35% | 0.41% | Q2 2016 | Q1 2017 | 3 |
FORA Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.07% | Q4 2019 | Q2 2022 | 3 |
SANDLER CAPITAL MANAGEMENT | 3 | 3 | 0.51% | 0.79% | 1.25% | Q1 2017 | Q3 2017 | 3 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
PANTHERA INVESTMENT GmbH | 1 | 1 | 0.21% | 0.57% | 0.77% | Q1 2015 | Q1 2015 | 3 |
NWAM LLC | 2 | 1 | 0.02% | 0.07% | 0.09% | Q3 2012 | Q2 2023 | 3 |
Cambridge Financial Group, Inc. | 2 | 1 | 2.94% | 3.09% | 3.30% | Q3 2022 | Q3 2023 | 3 |
Virtus Investment Advisers, Inc. | 2 | 1 | 0.03% | 0.06% | 0.11% | Q3 2016 | Q4 2017 | 3 |
Symmetry Investments LP | 2 | 1 | 0.45% | 0.57% | 0.64% | Q3 2021 | Q1 2023 | 3 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 3 | 3 | 0.14% | 0.15% | 0.17% | Q3 2018 | Q1 2019 | 3 |
Yaupon Capital Management LP | 2 | 1 | 1.62% | 4.93% | 8.97% | Q2 2019 | Q1 2020 | 3 |
Oak Thistle LLC | 2 | 1 | 0.32% | 0.36% | 0.40% | Q4 2021 | Q3 2023 | 3 |
WADE G W & INC | 3 | 3 | 0.09% | 0.12% | 0.14% | Q1 2015 | Q3 2015 | 3 |
COUNTRY TRUST BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Covey Capital Advisors, LLC | 3 | 3 | 0.86% | 1.37% | 1.93% | Q1 2014 | Q3 2014 | 3 |
FIRST CITIZENS BANCORPORATION INC | 3 | 3 | 0.15% | 0.18% | 0.20% | Q2 2014 | Q4 2014 | 3 |
PRW Wealth Management LLC | 2 | 1 | 0.01% | 0.04% | 0.09% | Q4 2018 | Q2 2021 | 3 |
Maven Securities LTD | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 3 |
Itau Unibanco Holding S.A. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q1 2020 | 3 |
OLD NATIONAL BANCORP /IN/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2023 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.05% | 0.07% | 0.08% | Q4 2021 | Q2 2022 | 3 |
Riverstone Advisors, LLC | 3 | 3 | 0.16% | 0.19% | 0.21% | Q1 2019 | Q3 2019 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.16% | 0.23% | 0.28% | Q1 2023 | Q3 2023 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.04% | 0.11% | 0.21% | Q2 2016 | Q1 2017 | 3 |
BOSTON ADVISORS LLC | 3 | 3 | 0.15% | 0.15% | 0.16% | Q1 2017 | Q3 2017 | 3 |
Nelson Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
KMS FINANCIAL SERVICES, INC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2014 | Q3 2014 | 3 |
Hoover Financial Advisors, Inc. | 2 | 1 | 0.00% | 0.84% | 1.34% | Q2 2020 | Q2 2021 | 3 |
ARCH CAPITAL GROUP LTD. | 3 | 3 | 0.44% | 0.52% | 0.59% | Q1 2021 | Q3 2021 | 3 |
SMITH HAYES Advisers, Inc | 3 | 3 | 0.06% | 0.09% | 0.12% | Q1 2014 | Q3 2014 | 3 |
Retirement Investment Advisors, Inc. | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Reliant Investment Management, LLC | 3 | 3 | 2.23% | 2.36% | 2.56% | Q4 2022 | Q2 2023 | 3 |
Beaird Harris Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
PERSONAL CFO SOLUTIONS, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2021 | Q3 2021 | 3 |
Catamount Wealth Management | 3 | 3 | 0.02% | 0.04% | 0.04% | Q2 2015 | Q4 2015 | 3 |
CAMBRIDGE TRUST CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q4 2016 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Tiger Eye Capital LLC | 3 | 3 | 2.24% | 3.43% | 4.88% | Q1 2014 | Q3 2014 | 3 |
Kooman & Associates | 2 | 1 | 0.10% | 0.14% | 0.21% | Q4 2022 | Q3 2023 | 3 |
Steward Financial Group LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 3 |
Connective Portfolio Management, LLC | 3 | 3 | 0.44% | 1.09% | 1.73% | Q4 2021 | Q2 2022 | 3 |
Pinnacle West Asset Management, Inc. | 3 | 3 | 1.51% | 1.58% | 1.69% | Q1 2023 | Q3 2023 | 3 |
TRUST CO OF VIRGINIA /VA | 3 | 3 | 0.67% | 0.74% | 0.80% | Q1 2023 | Q3 2023 | 3 |
Allegis Investment Advisors, LLC | 2 | 1 | 0.06% | 0.17% | 0.23% | Q4 2015 | Q4 2017 | 3 |
Your Advocates Ltd., LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 3 |
Ally Financial Inc. | 3 | 3 | 0.85% | 0.99% | 1.09% | Q2 2013 | Q4 2013 | 3 |
MU Investments Co., Ltd. | 3 | 3 | 0.08% | 0.13% | 0.19% | Q2 2015 | Q4 2015 | 3 |
Ameritas Advisory Services, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
ORG Partners LLC | 3 | 3 | 0.04% | 0.07% | 0.11% | Q1 2023 | Q3 2023 | 3 |
PSI Advisors, LLC | 2 | 1 | 0.00% | 0.32% | 0.54% | Q4 2019 | Q3 2023 | 3 |
1ST SOURCE BANK | 2 | 1 | 0.02% | 0.03% | 0.05% | Q2 2015 | Q2 2020 | 3 |
Brookfield Public Securities Group LLC | 3 | 3 | 2.84% | 3.41% | 3.83% | Q3 2019 | Q1 2020 | 3 |
BANCED CORP | 2 | 1 | 0.46% | 0.85% | 1.31% | Q1 2014 | Q1 2015 | 3 |
DAVIS R M INC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q2 2015 | 3 |
KHP Capital, LLC | 3 | 3 | 0.10% | 0.19% | 0.36% | Q1 2018 | Q3 2018 | 3 |
Petrus Trust Company, LTA | 1 | 1 | 0.02% | 0.03% | 0.05% | Q1 2018 | Q3 2020 | 3 |
Gerstein Fisher | 3 | 3 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q4 2013 | 3 |
ANALYTIC INVESTORS, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2016 | 3 |
SENECA CAPITAL INVESTMENTS, L.P. | 3 | 3 | 2.91% | 3.16% | 3.35% | Q4 2013 | Q2 2014 | 3 |
Anandar Capital Management LP | 1 | 1 | 0.50% | 0.66% | 0.83% | Q2 2015 | Q2 2016 | 3 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 2 | 1 | 0.00% | 0.02% | 0.07% | Q1 2015 | Q2 2019 | 3 |
Carnegie Capital Asset Management, LLC | 2 | 1 | 0.03% | 0.11% | 0.26% | Q3 2014 | Q3 2018 | 3 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 3 |
Kercheville Advisors, LLC | 3 | 3 | 0.49% | 0.93% | 1.30% | Q1 2022 | Q3 2022 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.28% | 0.29% | 0.31% | Q1 2023 | Q3 2023 | 3 |
Avalon Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
EQUITABLE TRUST CO | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 3 |
FDO Partners, LLC | 1 | 1 | 0.19% | 0.53% | 1.04% | Q4 2015 | Q1 2017 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Mill Creek Capital Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
FNY Managed Accounts LLC | 2 | 1 | 0.00% | 1.29% | 3.85% | Q3 2015 | Q1 2017 | 3 |
KLINGENSTEIN FIELDS & CO LP | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2013 | 3 |
Quarry LP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Exos TFP Holdings LLC | 3 | 3 | 0.01% | 0.07% | 0.13% | Q3 2022 | Q1 2023 | 3 |
Kohlberg Kravis Roberts & Co. L.P. | 2 | 1 | 0.01% | 0.05% | 0.11% | Q1 2014 | Q1 2015 | 3 |
AXS Investments LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
CAZ INVESTMENTS LP | 3 | 3 | 0.75% | 0.89% | 1.02% | Q4 2014 | Q2 2015 | 3 |
440 INVESTMENT GROUP, LLC | 3 | 3 | 0.24% | 0.26% | 0.28% | Q1 2017 | Q3 2017 | 3 |
C2C Wealth Management, LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Elite Wealth Management, Inc. | 2 | 1 | 0.03% | 0.07% | 0.12% | Q2 2013 | Q3 2014 | 3 |
STRATEGIC WEALTH MANAGEMENT INC | 3 | 3 | 0.57% | 0.68% | 0.80% | Q4 2014 | Q2 2015 | 3 |
Standard Family Office LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Pallas Capital Advisors LLC | 2 | 1 | 0.02% | 0.06% | 0.13% | Q3 2022 | Q3 2023 | 3 |
Shamrock Asset Management LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Mine & Arao Wealth Creation & Management, LLC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Marathon Trading Investment Management LLC | 3 | 3 | 0.08% | 0.10% | 0.11% | Q1 2015 | Q3 2015 | 3 |
Destiny Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
1776 Wealth LLC | 3 | 3 | 0.06% | 0.10% | 0.13% | Q4 2019 | Q2 2020 | 3 |
TODD ASSET MANAGEMENT LLC | 3 | 3 | 0.44% | 0.47% | 0.49% | Q3 2022 | Q1 2023 | 3 |
AMICA PENSION FUND BOARD OF TRUSTEES | 3 | 3 | 0.09% | 0.09% | 0.09% | Q4 2016 | Q2 2017 | 3 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 3 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2015 | 3 |
Standard Investments LLC | 3 | 3 | 0.04% | 0.81% | 1.36% | Q4 2014 | Q2 2015 | 3 |
Aviance Capital Partners, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q2 2022 | Q4 2022 | 3 |
Trivant Custom Portfolio Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
ENDEX CAPITAL MANAGEMENT LLC | 3 | 3 | 0.21% | 0.22% | 0.23% | Q2 2013 | Q4 2013 | 3 |
AMICA MUTUAL INSURANCE CO | 3 | 3 | 0.09% | 0.09% | 0.09% | Q4 2016 | Q2 2017 | 3 |
Moran Wealth Management, LLC | 3 | 3 | 0.14% | 0.16% | 0.19% | Q4 2022 | Q2 2023 | 3 |
MAVERICK CAPITAL LTD | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
CrestPoint Capital Management, LLC | 3 | 3 | 0.49% | 0.59% | 0.67% | Q2 2014 | Q4 2014 | 3 |
DSAM Partners (London) Ltd | 1 | 1 | 1.59% | 3.40% | 7.01% | Q2 2014 | Q2 2014 | 3 |
STONERIDGE INVESTMENT PARTNERS LLC | 3 | 3 | 0.70% | 0.75% | 0.78% | Q1 2017 | Q3 2017 | 3 |
Alpha Paradigm Partners, LLC | 2 | 1 | 0.06% | 0.11% | 0.14% | Q4 2020 | Q4 2021 | 3 |
MID CONTINENT CAPITAL LLC/IL | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q3 2015 | 3 |
Aquatic Capital Management LLC | 2 | 1 | 0.02% | 0.13% | 0.23% | Q4 2021 | Q1 2023 | 3 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.08% | 0.16% | Q2 2019 | Q1 2021 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 3 |
OCCUDO QUANTITATIVE STRATEGIES LP | 1 | 1 | 0.15% | 0.25% | 0.42% | Q4 2020 | Q1 2023 | 3 |
Signature Financial Management, Inc. | 3 | 3 | 0.14% | 0.18% | 0.20% | Q1 2017 | Q3 2017 | 3 |
Deep Basin Capital LP | 1 | 1 | 0.65% | 1.54% | 2.17% | Q1 2019 | Q4 2020 | 3 |
INTEGRATED WEALTH COUNSEL, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 3 |
Benedetti & Gucer, Inc. | 3 | 3 | 0.32% | 0.35% | 0.38% | Q1 2023 | Q3 2023 | 3 |
OXFORD ASSET MANAGEMENT LLP | 2 | 1 | 0.01% | 0.03% | 0.07% | Q1 2017 | Q1 2018 | 3 |
SCOPUS ASSET MANAGEMENT, L.P. | 2 | 2 | 0.19% | 0.23% | 0.26% | Q2 2015 | Q3 2015 | 3 |
Kovitz Investment Group Partners, LLC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Desjardins Global Asset Management Inc. | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Altshuler Shaham Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Claar Advisors LLC | 2 | 1 | 2.02% | 3.24% | 4.59% | Q4 2013 | Q4 2014 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Kiwi Wealth Investments Limited Partnership | 1 | 1 | 0.07% | 0.28% | 0.42% | Q1 2018 | Q2 2023 | 3 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q2 2022 | 3 |
Sterling Investment Advisors, Ltd. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2017 | 3 |
WILEN INVESTMENT MANAGEMENT CORP. | 3 | 3 | 0.10% | 0.11% | 0.11% | Q1 2022 | Q3 2022 | 3 |
MARINO, STRAM & ASSOCIATES LLC | 2 | 1 | 0.00% | 0.07% | 0.19% | Q4 2018 | Q2 2021 | 3 |
Keel Point, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 3 |
Lebenthal Holdings,LLC | 3 | 3 | 0.37% | 0.44% | 0.49% | Q1 2015 | Q3 2015 | 3 |
INCEPTIONR LLC | 3 | 3 | 0.13% | 0.16% | 0.20% | Q4 2022 | Q2 2023 | 3 |
Paragon Capital Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Ignis Investment Services Ltd | 2 | 2 | 1.40% | 1.41% | 1.42% | Q1 2014 | Q2 2014 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 2 |
Andromeda Capital LLC | 1 | 1 | 0.20% | 0.60% | 1.01% | Q3 2014 | Q3 2014 | 2 |
COASTLAND CAPITAL LLC | 2 | 2 | 0.10% | 0.14% | 0.17% | Q4 2015 | Q1 2016 | 2 |
Drexel Morgan & Co. | 2 | 2 | 0.29% | 0.29% | 0.30% | Q2 2014 | Q3 2014 | 2 |
M&G INVESTMENT MANAGEMENT LTD | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Glaxis Capital Management, LLC | 1 | 1 | 2.77% | 5.80% | 8.84% | Q3 2014 | Q3 2021 | 2 |
Annex Advisory Services, LLC | 2 | 2 | 0.14% | 0.15% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Tyrus Capital S.A.M. | 2 | 2 | 6.51% | 7.88% | 9.25% | Q2 2014 | Q3 2014 | 2 |
SRB CORP | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
TPG Group Holdings (SBS) Advisors, Inc. | 2 | 2 | 0.08% | 0.13% | 0.18% | Q1 2016 | Q2 2016 | 2 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.02% | 0.26% | 0.49% | Q4 2015 | Q4 2019 | 2 |
SOUTHPORT MANAGEMENT, L.L.C. | 2 | 2 | 1.20% | 1.80% | 2.40% | Q3 2016 | Q4 2016 | 2 |
HT Partners LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q3 2013 | Q4 2013 | 2 |
JBF Capital, Inc. | 2 | 2 | 0.14% | 0.15% | 0.15% | Q2 2015 | Q3 2015 | 2 |
Winchester Group Inc. | 2 | 2 | 0.56% | 0.59% | 0.61% | Q2 2013 | Q3 2013 | 2 |
SNS Financial Group, LLC | 2 | 2 | 0.15% | 0.20% | 0.24% | Q3 2013 | Q4 2013 | 2 |
Estate Counselors, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q4 2022 | 2 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1 | 1 | 0.03% | 0.04% | 0.04% | Q2 2014 | Q2 2015 | 2 |
DC Investments Management, LLC | 1 | 1 | 0.13% | 0.18% | 0.23% | Q4 2017 | Q1 2019 | 2 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 2 |
Freedom Investment Management, Inc. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 2 |
IRIDIAN ASSET MANAGEMENT LLC/CT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 2 |
BW Gestao de Investimentos Ltda. | 2 | 2 | 6.44% | 6.67% | 6.89% | Q4 2016 | Q1 2017 | 2 |
Corbenic Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2014 | 2 |
361 CAPITAL LLC | 2 | 2 | 0.22% | 0.43% | 0.64% | Q1 2020 | Q2 2020 | 2 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.52% | 1.16% | 1.80% | Q4 2014 | Q2 2017 | 2 |
Foundry Partners, LLC | 2 | 2 | 0.60% | 0.61% | 0.62% | Q2 2023 | Q3 2023 | 2 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 2 |
Lenox Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Advisory Alpha, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 2 |
Tuttle Capital Management, LLC | 2 | 2 | 0.15% | 0.42% | 0.70% | Q1 2021 | Q2 2021 | 2 |
Focused Wealth Management, Inc | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2016 | Q1 2017 | 2 |
Winton Capital Management Ltd | 2 | 2 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2013 | 2 |
NEW YORK LIFE TRUST CO | 2 | 2 | 0.07% | 0.28% | 0.49% | Q4 2016 | Q1 2017 | 2 |
BLUE ARROW CAPITAL MANAGEMENT LLC | 2 | 2 | 0.12% | 0.14% | 0.16% | Q2 2014 | Q3 2014 | 2 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 2 | 2 | 5.08% | 5.70% | 6.31% | Q3 2018 | Q4 2018 | 2 |
B & T Capital Management DBA Alpha Capital Management | 2 | 2 | 0.19% | 0.20% | 0.21% | Q2 2015 | Q3 2015 | 2 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 2 | 2 | 0.34% | 0.38% | 0.43% | Q3 2015 | Q4 2015 | 2 |
Napier Park Global Capital (US) LP | 2 | 2 | 1.53% | 1.77% | 2.01% | Q2 2014 | Q3 2014 | 2 |
Raging Capital Management, LLC | 1 | 1 | 1.89% | 2.00% | 2.12% | Q4 2014 | Q4 2014 | 2 |
Hartree Partners, LP | 1 | 1 | 0.54% | 1.24% | 1.94% | Q2 2019 | Q1 2020 | 2 |
Savitr Capital, LLC | 1 | 1 | 0.77% | 1.78% | 2.80% | Q3 2013 | Q2 2014 | 2 |
GM Advisory Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Tributary Capital Management, LLC | 2 | 2 | 0.12% | 0.14% | 0.16% | Q2 2013 | Q3 2013 | 2 |
HWG Holdings LP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2023 | Q4 2023 | 2 |
FrontFour Capital Group LLC | 2 | 2 | 0.64% | 0.85% | 1.06% | Q4 2016 | Q1 2017 | 2 |
GRATIA CAPITAL, LLC | 2 | 2 | 1.40% | 1.47% | 1.55% | Q4 2014 | Q1 2015 | 2 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 2 |
Assured Investment Management LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q3 2015 | Q1 2019 | 2 |
Meritage Group LP | 2 | 2 | 4.32% | 4.53% | 4.74% | Q2 2013 | Q3 2013 | 2 |
EverPoint Asset Management, LLC | 1 | 1 | 0.08% | 0.11% | 0.13% | Q2 2016 | Q4 2016 | 2 |
AdvisorShares Investments LLC | 2 | 2 | 0.24% | 0.25% | 0.26% | Q3 2022 | Q4 2022 | 2 |
Two Creeks Capital Management, LP | 1 | 1 | 4.41% | 5.13% | 5.85% | Q3 2015 | Q3 2016 | 2 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2023 | 2 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.05% | 0.09% | Q1 2015 | Q4 2018 | 2 |
Garde Capital, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 2 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2022 | 2 |
FolioMetrix LLC | 2 | 2 | 0.04% | 0.07% | 0.10% | Q4 2014 | Q1 2015 | 2 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.14% | 0.38% | 0.63% | Q2 2018 | Q3 2023 | 2 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.03% | 0.06% | Q1 2017 | Q3 2022 | 2 |
SG3 Management, LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q2 2022 | 2 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Taconic Capital Advisors LP | 1 | 1 | 0.17% | 0.19% | 0.21% | Q2 2015 | Q1 2020 | 2 |
WHALEROCK POINT PARTNERS, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2017 | Q1 2018 | 2 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 2 |
Tradeworx Inc. | 1 | 1 | 0.09% | 0.16% | 0.23% | Q3 2013 | Q1 2014 | 2 |
FORT, L.P. | 1 | 1 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q1 2019 | 2 |
Farmstead Capital Management, LLC | 1 | 1 | 0.92% | 4.17% | 7.41% | Q3 2016 | Q3 2016 | 2 |
AlphaStar Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
DULCET CAPITAL MANAGEMENT | 2 | 2 | 7.12% | 9.35% | 11.58% | Q2 2016 | Q3 2016 | 2 |
Dorsey Wright & Associates | 2 | 2 | 0.06% | 0.11% | 0.16% | Q3 2014 | Q4 2014 | 2 |
Governors Lane LP | 2 | 2 | 0.89% | 1.54% | 2.19% | Q4 2015 | Q1 2016 | 2 |
Round Table Services, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2018 | Q3 2018 | 2 |
BlueCrest Capital Management LLP | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2013 | Q1 2014 | 2 |
BRIGHTON JONES LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Invictus RG | 2 | 2 | 0.03% | 0.04% | 0.06% | Q1 2017 | Q2 2017 | 2 |
Lorber David A | 2 | 2 | 0.68% | 0.89% | 1.10% | Q4 2016 | Q1 2017 | 2 |
Highland Private Wealth Management | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q2 2022 | 2 |
RPG Investment Advisory, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
FORVIS Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
Copper Rock Capital Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Well Done, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 2 |
Cribstone Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
TVR Capital Management LP | 1 | 1 | 1.58% | 2.30% | 3.01% | Q3 2018 | Q1 2019 | 2 |
Everett Capital Advisors UK LLP | 2 | 2 | 0.86% | 1.17% | 1.48% | Q2 2018 | Q3 2018 | 2 |
Twin Securities, Inc. | 2 | 2 | 0.27% | 0.92% | 1.57% | Q2 2015 | Q3 2015 | 2 |
Enlightenment Research, LLC | 1 | 1 | 0.37% | 0.78% | 1.18% | Q2 2019 | Q3 2020 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.04% | 0.07% | 0.10% | Q2 2016 | Q3 2016 | 2 |
CHOREO, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 2 | 2 | 0.04% | 0.08% | 0.11% | Q2 2015 | Q3 2015 | 2 |
JT Stratford LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2019 | Q3 2019 | 2 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2017 | 2 |
PFG Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 2 |
Pekin Hardy Strauss, Inc. | 1 | 1 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q1 2020 | 2 |
IBERIABANK CORP | 2 | 2 | 0.12% | 0.14% | 0.18% | Q2 2014 | Q3 2014 | 2 |
Meridian Wealth Management, LLC | 1 | 1 | 0.01% | 0.11% | 0.20% | Q4 2018 | Q2 2019 | 2 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2013 | 2 |
Stux Capital Management, LLC | 2 | 2 | 0.09% | 0.18% | 0.28% | Q1 2014 | Q2 2014 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
DF DENT & CO INC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q1 2018 | 2 |
AUA CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Crescent Grove Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2019 | Q2 2019 | 2 |
Quantamental Technologies LLC | 1 | 1 | 0.09% | 0.25% | 0.40% | Q3 2022 | Q2 2023 | 2 |
MCIA Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q3 2017 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
COURIER CAPITAL LLC | 2 | 2 | 0.15% | 0.17% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Trilogy Capital Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Bridgefront Capital, LLC | 1 | 1 | 0.12% | 0.19% | 0.26% | Q1 2021 | Q1 2022 | 2 |
Diameter Capital Partners LP | 2 | 2 | 2.80% | 4.79% | 6.78% | Q1 2019 | Q2 2019 | 2 |
First Command Advisory Services, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Ballew Advisors, Inc | 2 | 2 | 0.28% | 0.30% | 0.31% | Q4 2021 | Q1 2022 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Townsend & Associates, Inc | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Crewe Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
A.R.T. Advisors, LLC | 1 | 1 | 0.04% | 0.12% | 0.20% | Q2 2014 | Q1 2015 | 2 |
D.B. Root & Company, LLC | 2 | 2 | 0.48% | 0.50% | 0.53% | Q2 2023 | Q3 2023 | 2 |
SWS Partners | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Arnhold LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Ziegler Capital Management, LLC | 2 | 2 | 0.43% | 0.53% | 0.64% | Q2 2013 | Q3 2013 | 2 |
Rheos Capital Works Inc. | 2 | 2 | 0.61% | 0.73% | 0.84% | Q2 2023 | Q3 2023 | 2 |
LFA - Lugano Financial Advisors SA | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
West Branch Capital LLC | 2 | 2 | 0.30% | 0.43% | 0.56% | Q1 2019 | Q2 2019 | 2 |
Chicago Capital, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Pflug Koory, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Pensionfund DSM Netherlands | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q4 2021 | 2 |
Quad-Cities Investment Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2018 | 2 |
Callodine Capital Management, LP | 2 | 2 | 1.41% | 1.70% | 1.98% | Q4 2018 | Q1 2019 | 2 |
American Trust Investment Advisors, LLC | 2 | 2 | 3.36% | 3.63% | 3.91% | Q4 2014 | Q1 2015 | 2 |
LITTLE HOUSE CAPITAL LLC | 2 | 2 | 0.16% | 0.30% | 0.44% | Q2 2020 | Q3 2020 | 2 |
Andesa Financial Management Inc. | 2 | 2 | 0.43% | 0.52% | 0.61% | Q4 2022 | Q1 2023 | 2 |
REYNOLDS CAPITAL MANAGEMENT LLC | 2 | 2 | 0.13% | 0.15% | 0.17% | Q2 2013 | Q3 2013 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
GoldenTree Asset Management | 2 | 2 | 0.48% | 2.29% | 4.10% | Q1 2020 | Q2 2020 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.22% | 0.25% | 0.29% | Q1 2023 | Q3 2023 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
Inscription Capital, LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q4 2018 | Q1 2019 | 2 |
Brendel Financial Advisors LLC | 1 | 1 | 1.24% | 1.25% | 1.27% | Q2 2021 | Q1 2023 | 2 |
GREAT VALLEY ADVISOR GROUP, INC. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q4 2022 | 2 |
KMG FIDUCIARY PARTNERS, LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q1 2019 | Q2 2019 | 2 |
Cornerstone Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Rothschild & Co Wealth Management UK Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
ORSER CAPITAL MANAGEMENT, LLC | 2 | 2 | 1.98% | 2.27% | 2.56% | Q1 2019 | Q2 2019 | 2 |
BURNEY CO/ | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Overbrook Management Corp | 2 | 2 | 0.57% | 0.63% | 0.68% | Q2 2014 | Q3 2014 | 2 |
STEPH & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
RELIANCE TRUST CO | 2 | 2 | 0.27% | 0.27% | 0.28% | Q2 2014 | Q3 2014 | 2 |
BELLEVUE ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q1 2022 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Zions Trust, National Association | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
RMR Wealth Builders | 1 | 1 | 0.05% | 0.07% | 0.08% | Q4 2019 | Q2 2020 | 2 |
JD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2013 | Q4 2013 | 2 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q1 2022 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 2 |
RENAISSANCE GROUP LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q2 2020 | 2 |
Sunflower Bank, N.A. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 2 |
XTX Topco Ltd | 1 | 1 | 0.06% | 0.12% | 0.19% | Q3 2022 | Q1 2023 | 2 |
Cordant, Inc. | 1 | 1 | 0.01% | 0.10% | 0.20% | Q1 2021 | Q1 2022 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.04% | 0.07% | 0.09% | Q2 2013 | Q3 2013 | 2 |
Everhart Financial Group, Inc. | 1 | 1 | 0.09% | 0.11% | 0.13% | Q2 2022 | Q3 2023 | 2 |
Deuterium Capital Management, LLC | 2 | 2 | 0.75% | 0.85% | 0.95% | Q4 2022 | Q1 2023 | 2 |
Heartland Bank & Trust Co | 2 | 2 | 0.23% | 0.24% | 0.25% | Q4 2020 | Q1 2021 | 2 |
CenterBook Partners LP | 2 | 2 | 0.29% | 0.34% | 0.38% | Q1 2022 | Q2 2022 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 2 |
Fifth Third Wealth Advisors LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q3 2023 | Q4 2023 | 2 |
Amplius Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Delphia (USA) Inc. | 1 | 1 | 0.16% | 0.39% | 0.62% | Q2 2022 | Q2 2023 | 2 |
Financial Connections Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Morton Brown Family Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2022 | 2 |
WEST MICHIGAN ADVISORS, LLC | 2 | 2 | 0.10% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
NTB Financial Corp | 2 | 2 | 0.17% | 0.17% | 0.18% | Q1 2022 | Q2 2022 | 2 |
Corton Capital Inc. | 2 | 2 | 0.32% | 0.34% | 0.35% | Q2 2023 | Q3 2023 | 2 |
Tyler-Stone Wealth Management | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
COMMONS CAPITAL, LLC | 2 | 2 | 0.08% | 0.10% | 0.11% | Q4 2021 | Q1 2022 | 2 |
CATALYST FINANCIAL PARTNERS LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Raffles Associates | 2 | 2 | 0.34% | 0.36% | 0.39% | Q4 2019 | Q1 2020 | 2 |
Left Brain Wealth Management, LLC | 2 | 2 | 0.62% | 0.92% | 1.22% | Q4 2022 | Q1 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Scepter Holdings, Inc. | 2 | 2 | 0.33% | 0.38% | 0.43% | Q4 2014 | Q1 2015 | 2 |
HF Advisory Group, LLC | 2 | 2 | 0.38% | 0.39% | 0.40% | Q2 2023 | Q3 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.40% | 0.43% | 0.45% | Q3 2022 | Q4 2022 | 2 |
INSIGNEO ADVISORY SERVICES, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.30% | 0.33% | 0.35% | Q4 2022 | Q3 2023 | 2 |
Beverly Hills Private Wealth, LLC | 2 | 2 | 0.05% | 0.07% | 0.10% | Q2 2023 | Q3 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.20% | 0.20% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.15% | 0.19% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Peoples Bank/KS | 2 | 2 | 1.53% | 1.55% | 1.58% | Q3 2023 | Q4 2023 | 2 |
PFS Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
JANA PARTNERS LLC | 1 | 1 | 1.37% | 1.40% | 1.44% | Q2 2015 | Q4 2015 | 2 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q3 2022 | Q1 2023 | 2 |
Bain Capital Public Equity Management, LLC | 2 | 2 | 2.48% | 2.49% | 2.50% | Q2 2014 | Q3 2014 | 2 |
S. MUOIO & CO. LLC | 2 | 2 | 1.14% | 1.38% | 1.62% | Q2 2015 | Q3 2015 | 2 |
SCOUT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.29% | 0.86% | 1.43% | Q4 2013 | Q4 2013 | 2 |
WOODMONT INVESTMENT COUNSEL LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
GILL CAPITAL PARTNERS, LLC | 2 | 2 | 0.19% | 0.20% | 0.21% | Q4 2022 | Q1 2023 | 2 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q2 2015 | 2 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.55% | 0.68% | 0.81% | Q4 2016 | Q1 2017 | 2 |
SMITH ASSET MANAGEMENT GROUP LP | 2 | 2 | 0.16% | 0.20% | 0.24% | Q2 2015 | Q3 2015 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.24% | 0.47% | Q4 2017 | Q3 2023 | 2 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 2 | 2 | 0.08% | 0.09% | 0.10% | Q3 2020 | Q4 2020 | 2 |
CAMPBELL CAPITAL MANAGEMENT INC | 2 | 2 | 1.93% | 2.36% | 2.79% | Q2 2021 | Q3 2021 | 2 |
Bell Bank | 2 | 2 | 0.41% | 0.46% | 0.50% | Q4 2019 | Q1 2020 | 2 |
RESOURCE CONSULTING GROUP INC | 2 | 2 | 0.37% | 0.37% | 0.37% | Q2 2023 | Q3 2023 | 2 |
FULLER & THALER ASSET MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 2 |
MARCO INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 2 |
NCM CAPITAL MANAGEMENT GROUP INC | 2 | 2 | 0.51% | 0.62% | 0.73% | Q2 2016 | Q3 2016 | 2 |
BIRINYI ASSOCIATES INC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q3 2014 | Q4 2014 | 2 |
MAZAMA CAPITAL MANAGEMENT INC | 1 | 1 | 0.13% | 0.27% | 0.41% | Q2 2014 | Q2 2015 | 2 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 2 | 2 | 1.12% | 1.35% | 1.57% | Q2 2015 | Q3 2015 | 2 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2021 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Omega Advisors Inc. | 2 | 2 | 1.01% | 1.13% | 1.25% | Q3 2016 | Q4 2016 | 2 |
Winslow Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
EII CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2018 | Q2 2018 | 2 |
CONNABLE OFFICE INC | 2 | 2 | 0.26% | 0.28% | 0.31% | Q2 2019 | Q3 2019 | 2 |
WEXFORD CAPITAL LP | 2 | 2 | 0.47% | 0.71% | 0.95% | Q3 2020 | Q4 2020 | 2 |
LUPO SECURITIES, LLC | 1 | 1 | 0.10% | 0.88% | 1.66% | Q1 2015 | Q3 2015 | 2 |
KKR Credit Advisors (US) LLC | 1 | 1 | 0.27% | 0.74% | 1.21% | Q2 2013 | Q2 2013 | 2 |
RWC Asset Management LLP | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Mizuho Securities Co. Ltd. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2019 | Q4 2019 | 2 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q4 2022 | 2 |
Long Oar Global Investors, LLC | 2 | 2 | 7.31% | 7.82% | 8.32% | Q2 2014 | Q3 2014 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.09% | 0.10% | 0.12% | Q2 2014 | Q3 2014 | 2 |
Parametrica Management Ltd | 1 | 1 | 0.14% | 1.27% | 2.39% | Q2 2014 | Q4 2020 | 2 |
Autus Asset Management, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2014 | Q3 2014 | 2 |
TLP GROUP LLC | 1 | 1 | 0.15% | 0.17% | 0.18% | Q3 2017 | Q1 2018 | 2 |
ARROWGRASS CAPITAL PARTNERS LLP | 1 | 1 | 0.14% | 1.86% | 3.59% | Q2 2013 | Q2 2016 | 2 |
Redhawk Wealth Advisors, Inc. | 2 | 2 | 0.21% | 0.33% | 0.46% | Q1 2022 | Q2 2022 | 2 |
Allegiant Private Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
OFI INVEST ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Leonard Green & Partners, L.P. | 1 | 1 | 1.78% | 1.78% | 1.78% | Q4 2019 | Q4 2019 | 1 |
Clearview Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
TIVERTON ASSET MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
XR Securities LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ENGINE NO. 1 LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Rockwood Wealth Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
York Capital Management Global Advisors, LLC | 1 | 1 | 2.80% | 2.80% | 2.80% | Q2 2015 | Q2 2015 | 1 |
BTG Pactual Global Asset Management Ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2014 | Q4 2014 | 1 |
Verus Financial Partners, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2017 | Q1 2017 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
qPULA Trading Management LP | 1 | 1 | 1.16% | 1.16% | 1.16% | Q2 2022 | Q2 2022 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | 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 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
AFT, FORSYTH & COMPANY, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC | 1 | 1 | 2.38% | 2.38% | 2.38% | Q2 2015 | Q2 2015 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
KELLEHER FINANCIAL ADVISORS | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
HIGHLINE CAPITAL MANAGEMENT, L.P. | 1 | 1 | 2.19% | 2.19% | 2.19% | Q2 2014 | Q2 2014 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
MASON CAPITAL MANAGEMENT LLC | 1 | 1 | 3.08% | 3.08% | 3.08% | Q2 2015 | Q2 2015 | 1 |
Vise Technologies, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
KLCM Advisors, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
Elequin Capital, LP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2016 | Q4 2016 | 1 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2013 | Q2 2013 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Adams Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Texas Capital Bank Wealth Management Services Inc | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
HighMark Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2015 | Q3 2015 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Ayrshire Capital Management LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
SAROFIM FAYEZ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Archipel Asset Management AB | 1 | 1 | 1.31% | 1.31% | 1.31% | Q3 2014 | Q3 2014 | 1 |
S.A. Mason LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Symphony Financial, Ltd. Co. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
Panning Capital Management, LP | 1 | 1 | 14.18% | 14.18% | 14.18% | Q3 2016 | Q3 2016 | 1 |
Birch Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Provident Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
DELTEC ASSET MANAGEMENT LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2015 | Q3 2015 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
HBW ADVISORY SERVICES LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Leap Investments LP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2020 | Q2 2020 | 1 |
Forty4 Asset Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2013 | Q4 2013 | 1 |
PRIVATE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
JBJ Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Coatue Management | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2015 | Q4 2015 | 1 |
PRECEPT MANAGEMENT LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2020 | Q1 2020 | 1 |
Bremer Bank National Association | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
C-J Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CLOUGH CAPITAL PARTNERS L P | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2016 | Q3 2016 | 1 |
Trek Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2014 | Q1 2014 | 1 |
Sound View Wealth Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
ACR Alpine Capital Research, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2020 | Q1 2020 | 1 |
Private Portfolio Partners LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.79% | 0.79% | 0.79% | Q2 2023 | Q2 2023 | 1 |
UBS OCONNOR LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WEYBOSSET RESEARCH & MANAGEMENT LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Monarch Alternative Capital LP | 1 | 1 | 0.76% | 0.76% | 0.76% | Q1 2020 | Q1 2020 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Virginia National Bank | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
Wambolt & Associates, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2019 | Q1 2019 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
TRILOGY GLOBAL ADVISORS LP | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2017 | Q2 2017 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2014 | Q2 2014 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
IMPAX ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Stewardship Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Q3 Asset Management | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2021 | Q4 2021 | 1 |
Ledyard National Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
TMD & ASSOCIATES, INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2015 | Q4 2015 | 1 |
Divergent Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Secrest Blakey & Associates, LLC | 1 | 1 | 1.72% | 1.72% | 1.72% | Q3 2020 | Q3 2020 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Solstein Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Slate Path Capital LP | 1 | 1 | 1.84% | 1.84% | 1.84% | Q4 2015 | Q4 2015 | 1 |
CHICAGO EQUITY PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Requisite Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Banco de Sabadell, S.A | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2020 | Q3 2020 | 1 |
55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
CR Intrinsic Investors, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2013 | Q4 2013 | 1 |
NewDay Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Fulcrum Capital LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Shay Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
U S GLOBAL INVESTORS INC | 1 | 1 | 1.49% | 1.49% | 1.49% | Q2 2014 | Q2 2014 | 1 |
JASINKIEWICZ CAPITAL MANAGEMENT, LP | 1 | 1 | 0.91% | 0.91% | 0.91% | Q4 2014 | Q4 2014 | 1 |
OTA Financial Group L.P. | 1 | 1 | 9.50% | 9.50% | 9.50% | Q4 2015 | Q4 2015 | 1 |
TRUEWEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
Weil Company, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.85% | 0.85% | 0.85% | Q4 2019 | Q4 2019 | 1 |
Bowling Portfolio Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2017 | Q3 2017 | 1 |
Epstein & White Financial LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
MARTINGALE ASSET MANAGEMENT L P | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
Coastline Trust Co | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Oslo Asset Management AS | 1 | 1 | 10.16% | 10.16% | 10.16% | Q2 2022 | Q2 2022 | 1 |
Stamos Capital Partners, L.P. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2022 | Q3 2022 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2013 | Q2 2013 | 1 |
Point72 Europe (London) LLP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 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 |
Ospraie Management, LLC | 1 | 1 | 2.26% | 2.26% | 2.26% | Q3 2013 | Q3 2013 | 1 |
HCR Wealth Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 1.75% | 1.75% | 1.75% | Q4 2018 | Q4 2018 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CHILTON INVESTMENT CO INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Jafra Capital Management LP | 1 | 1 | 0.92% | 0.92% | 0.92% | Q4 2016 | Q4 2016 | 1 |
INSIGHT 2811, INC. | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2013 | Q2 2013 | 1 |
HighVista Strategies LLC | 1 | 1 | 2.29% | 2.29% | 2.29% | Q1 2016 | Q1 2016 | 1 |
RAND WEALTH, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
WASATCH ADVISORS LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2013 | Q2 2013 | 1 |
IMS Capital Management | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q2 2022 | 1 |
HRS Investment Holdings, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2015 | Q4 2015 | 1 |
TANAKA CAPITAL MANAGEMENT INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2015 | Q4 2015 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Waverton Investment Management Ltd | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
HMS Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2020 | Q1 2020 | 1 |
Pergamon Offshore Advisors, L.P. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2015 | Q3 2015 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
AlphaMark Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2018 | Q3 2018 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TOEWS CORP /ADV | 1 | 1 | 0.82% | 0.82% | 0.82% | Q2 2022 | Q2 2022 | 1 |
Vantage Investment Partners, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
Wellesley Investment Partners, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2015 | Q4 2015 | 1 |
Arbor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
LMR Master Fund Ltd | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2013 | Q2 2013 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Invictus RG Pte. Ltd. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Glovista Investments LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2022 | Q1 2022 | 1 |
RS INVESTMENT MANAGEMENT CO LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
PDS Planning, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
NCM Capital Advisers, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Blue Rock Advisors, LLC | 1 | 1 | 1.43% | 1.43% | 1.43% | Q2 2018 | Q2 2018 | 1 |
Geller Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2015 | Q1 2015 | 1 |
MARK MORRIS ET AL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Phocas Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Armbruster Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 1.16% | 1.16% | 1.16% | Q2 2014 | Q2 2014 | 1 |
MKP Capital Management, L.L.C. | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2021 | Q1 2021 | 1 |
Appaloosa LP | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2018 | Q3 2018 | 1 |
Starfire Investment Advisers, Inc. | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2017 | Q4 2017 | 1 |
VICUS CAPITAL | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Crestline Management, LP | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2016 | Q3 2016 | 1 |
Smithwood Advisers, L.P. | 1 | 1 | 1.78% | 1.78% | 1.78% | Q4 2015 | Q4 2015 | 1 |
Pegasus Partners Ltd. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2018 | Q3 2018 | 1 |
Numeric Investors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Westbourne Investment Advisors, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2018 | Q3 2018 | 1 |
MARK ASSET MANAGEMENT LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
ZWEIG ADVISERS LLC | 1 | 1 | 1.78% | 1.78% | 1.78% | Q2 2013 | Q2 2013 | 1 |
DARUMA CAPITAL MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Svenska Handelsbanken AB (publ) | 1 | 1 | 0.90% | 0.90% | 0.90% | Q1 2016 | Q1 2016 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Roble, Belko & Company, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
StellarOne CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2016 | Q2 2016 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
US FINANCIAL ADVISORS, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
HOWLAND CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Fortress Investment Group LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2015 | Q4 2015 | 1 |
Elgethun Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Fox Point Capital Management LLC | 1 | 1 | 6.33% | 6.33% | 6.33% | Q3 2014 | Q3 2014 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
CHAPIN DAVIS, INC. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
ClariVest Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Dalton Investments LLC | 1 | 1 | 5.58% | 5.58% | 5.58% | Q1 2016 | Q1 2016 | 1 |
BBT Capital Management, LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q2 2016 | Q2 2016 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2015 | Q2 2015 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2022 | Q2 2022 | 1 |
Seven Bridges Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2016 | Q1 2016 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Capital Planning Advisors, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2014 | Q4 2014 | 1 |
Monashee Investment Management LLC | 1 | 1 | 1.21% | 1.21% | 1.21% | Q4 2016 | Q4 2016 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Achievement Holdings L.P. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2014 | Q4 2014 | 1 |
Arvest Bank Trust Division | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Handelsbanken Fonder AB | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
MAIRS & POWER INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
McNamara Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
PAYDEN & RYGEL INVESTMENT GROUP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
JAMISON EATON & WOOD INC /NJ | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
Jaffetilchin Investment Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q2 2015 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Energy Opportunities Capital Management, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2014 | Q1 2014 | 1 |
Numina Capital Management, LLC | 1 | 1 | 1.44% | 1.44% | 1.44% | Q4 2014 | Q4 2014 | 1 |
BBVA USA Bancshares, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Credo Capital Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2013 | Q4 2013 | 1 |
SAMLYN CAPITAL, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2016 | Q1 2016 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
ARVEST TRUST CO N A | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2013 | Q4 2013 | 1 |
Summit Equities Inc | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2018 | Q3 2018 | 1 |
DECADE CAPITAL MANAGEMENT LLC | 1 | 1 | 1.22% | 1.22% | 1.22% | Q1 2014 | Q1 2014 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2018 | Q3 2018 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2016 | Q2 2016 | 1 |
Truepoint, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Jabre Capital Partners S.A. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2015 | Q2 2015 | 1 |
Atika Capital Management LLC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q4 2015 | Q4 2015 | 1 |
Biltmore Wealth Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2019 | Q1 2019 | 1 |
Hall Kathryn A. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2015 | Q1 2015 | 1 |
Naya Management LLP | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2015 | Q3 2015 | 1 |
RUSHMORE INVESTMENT ADVISORS, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
GALAXY CAPITAL TRADING LTD | 1 | 1 | 1.01% | 1.01% | 1.01% | Q2 2013 | Q2 2013 | 1 |
Elkhorn Investments, LLC | 1 | 1 | 1.72% | 1.72% | 1.72% | Q4 2016 | Q4 2016 | 1 |
Field & Main Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Surevest, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
LUCUS ADVISORS LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2017 | Q3 2017 | 1 |
HUTCHENS INVESTMENT MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Indices-Pac Research Corp. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2013 | Q2 2013 | 1 |
PENSECO FINANCIAL SERVICES CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
EA Series Trust | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2023 | Q2 2023 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2018 | Q1 2018 | 1 |
Onex Canada Asset Management Inc. | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2015 | Q3 2015 | 1 |
Parasol Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2019 | Q3 2019 | 1 |
HERSHEY TRUST CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
BEACON FINANCIAL GROUP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q4 2014 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Praesidis Advisors LLC | 1 | 1 | 4.64% | 4.64% | 4.64% | Q3 2013 | Q3 2013 | 1 |
BANQUE PICTET & CIE SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
TIDE POINT CAPITAL MANAGEMENT, LP | 1 | 1 | 2.30% | 2.30% | 2.30% | Q3 2016 | Q3 2016 | 1 |
Beach Point Capital Management LP | 1 | 1 | 2.86% | 2.86% | 2.86% | Q2 2018 | Q2 2018 | 1 |
Quotient Investors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2017 | Q1 2017 | 1 |
Biondo Investment Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q3 2018 | 1 |
Calamos Wealth Management LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2014 | Q4 2014 | 1 |
Coe Capital Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2014 | Q4 2014 | 1 |
Scoria Capital Partners LP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2015 | Q3 2015 | 1 |
Triangle Securities Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
Roystone Capital Management LP | 1 | 1 | 1.73% | 1.73% | 1.73% | Q1 2016 | Q1 2016 | 1 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2015 | Q1 2015 | 1 |
AmericaFirst Quantitative Trust - AmericaFirst Defensive Growth & Income Portfolio, Series 2 | 1 | 1 | 1.80% | 1.80% | 1.80% | Q2 2017 | Q2 2017 | 1 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
BOW STREET LLC | 1 | 1 | 2.37% | 2.37% | 2.37% | Q2 2015 | Q2 2015 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Advanced Portfolio Management, LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q2 2023 | Q2 2023 | 1 |
Callan Family Office, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Cerebellum GP, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2018 | Q1 2018 | 1 |
FSC Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.90% | 0.90% | 0.90% | Q1 2023 | Q1 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Schechter Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
LGT Fund Management Co Ltd. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2022 | Q2 2022 | 1 |
Kula Investments, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
PURSUE WEALTH PARTNERS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
G2 CAPITAL MANAGEMENT, LLC / OH | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Zullo Investment Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Operose Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
JOURNEY STRATEGIC WEALTH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Verum Partners LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2023 | Q2 2023 | 1 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
OMNI PARTNERS LLP | 1 | 1 | 1.14% | 1.14% | 1.14% | Q1 2016 | Q1 2016 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Western Pacific Wealth Management, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BLACKTHORN INVESTMENT GROUP LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2013 | Q3 2013 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Nordwand Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Cambria Investment Management, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Taika Capital, LP | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2022 | Q4 2022 | 1 |
US Asset Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Douglas C. Lane & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Core Wealth Partners LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q4 2022 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TFB Advisors LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Prossimo Advisors, LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q2 2023 | Q2 2023 | 1 |
Paradigm, Strategies in Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2022 | Q3 2022 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
OAKTREE CAPITAL MANAGEMENT LP | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2020 | Q1 2020 | 1 |
Ignite Planners, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 1 | 1 | 2.42% | 2.42% | 2.42% | Q2 2014 | Q2 2014 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Freedman Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
LIBRA ADVISORS LLC | 1 | 1 | 4.30% | 4.30% | 4.30% | Q4 2013 | Q4 2013 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Cassia Capital Partners, LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q3 2021 | Q3 2021 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Claren Road Asset Management, LLC | 1 | 1 | 2.85% | 2.85% | 2.85% | Q2 2014 | Q2 2014 | 1 |
External links
This page lists all the filers that currently own WILLIAMS COS INC DEL or have owned WILLIAMS COS INC DEL in the past.