Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 118 |
Parallax Volatility Advisers, L.P. | 42 | 42 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 114 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.07% | Q1 2012 | Q3 2023 | 104 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 104 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 104 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 103 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.01% | 0.14% | Q4 2015 | Q3 2023 | 90 |
D. E. Shaw & Co., Inc. | 22 | 19 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 89 |
Citadel Advisors | 31 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 89 |
JANE STREET GROUP, LLC | 31 | 1 | 0.00% | 0.01% | 0.07% | Q1 2014 | Q3 2023 | 83 |
CAPITAL FUND MANAGEMENT S.A. | 16 | 2 | 0.00% | 0.03% | 0.26% | Q2 2013 | Q3 2023 | 68 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 63 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.06% | Q4 2014 | Q3 2023 | 61 |
TWO SIGMA INVESTMENTS, LP | 25 | 1 | 0.00% | 0.03% | 0.26% | Q1 2014 | Q2 2022 | 60 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q3 2023 | 55 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.01% | 0.03% | Q1 2013 | Q3 2023 | 55 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 54 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.01% | 0.06% | Q3 2018 | Q3 2023 | 54 |
MILLENNIUM MANAGEMENT LLC | 14 | 2 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q3 2023 | 53 |
WOLVERINE TRADING, LLC | 14 | 1 | 0.00% | 0.01% | 0.12% | Q2 2016 | Q3 2023 | 53 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q2 2018 | 50 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.01% | 0.02% | 0.03% | Q3 2011 | Q3 2023 | 49 |
BRYN MAWR TRUST Co | 43 | 43 | 0.01% | 0.27% | 0.46% | Q1 2013 | Q3 2023 | 43 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.01% | 0.02% | 0.03% | Q1 2013 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.02% | 0.08% | 0.13% | Q1 2013 | Q3 2023 | 43 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.03% | 0.06% | 0.13% | Q1 2013 | Q3 2023 | 43 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.00% | 0.08% | 0.19% | Q4 2012 | Q3 2023 | 43 |
Aristotle Capital Management, LLC | 42 | 42 | 0.93% | 2.34% | 6.38% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.02% | 0.20% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.02% | 0.18% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Ameritas Investment Partners, Inc. | 42 | 42 | 0.05% | 0.16% | 0.51% | Q2 2013 | Q3 2023 | 42 |
DAVENPORT & Co LLC | 42 | 42 | 0.00% | 0.07% | 0.55% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Capital Research Global Investors | 42 | 42 | 0.07% | 0.15% | 0.31% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.13% | 0.60% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.01% | 0.02% | 0.04% | Q2 2012 | Q4 2022 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.01% | 0.07% | 0.21% | Q2 2013 | Q3 2023 | 42 |
GRACE & WHITE INC /NY | 42 | 42 | 0.49% | 1.09% | 1.99% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
GLENMEDE TRUST CO NA | 42 | 42 | 0.00% | 0.04% | 0.18% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
PACIFIC HEIGHTS ASSET MANAGEMENT LLC | 42 | 42 | 0.50% | 0.82% | 1.38% | Q2 2013 | Q3 2023 | 42 |
SHELTON CAPITAL MANAGEMENT | 42 | 42 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 27 | 11 | 0.00% | 0.02% | 0.07% | Q1 2014 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Smith, Graham & Co., Investment Advisors, LP | 42 | 42 | 0.34% | 0.50% | 0.78% | Q2 2013 | Q3 2023 | 42 |
First Horizon Advisors, Inc. | 27 | 15 | 0.00% | 0.01% | 0.14% | Q1 2012 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 42 | 42 | 0.00% | 0.08% | 0.42% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 42 |
REIK & CO., LLC | 42 | 42 | 2.35% | 3.80% | 6.10% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MOGY JOEL R INVESTMENT COUNSEL INC | 42 | 42 | 0.06% | 0.16% | 0.35% | Q2 2013 | Q3 2023 | 42 |
BLACKHILL CAPITAL INC | 42 | 42 | 35.17% | 46.82% | 62.89% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q3 2023 | 42 |
BNP PARIBAS FINANCIAL MARKETS | 40 | 40 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.05% | 0.11% | 0.34% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.03% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 30 | 11 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 41 |
ProShare Advisors LLC | 27 | 14 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q3 2023 | 41 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 39 | 2 | 0.03% | 0.06% | 0.10% | Q2 2010 | Q4 2022 | 41 |
Bartlett & Co. LLC | 26 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2023 | 41 |
B & T Capital Management DBA Alpha Capital Management | 41 | 41 | 0.81% | 1.59% | 3.52% | Q3 2013 | Q3 2023 | 41 |
PROFUND ADVISORS LLC | 27 | 14 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.01% | 0.03% | 0.05% | Q1 2013 | Q3 2023 | 41 |
MOUNT VERNON ASSOCIATES INC /MD/ | 27 | 14 | 0.40% | 0.79% | 1.48% | Q2 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.01% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 41 |
Veritable, L.P. | 29 | 3 | 0.00% | 0.02% | 0.03% | Q4 2012 | Q2 2023 | 41 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 20 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 41 |
TWO SIGMA SECURITIES, LLC | 8 | 1 | 0.00% | 0.02% | 0.29% | Q1 2015 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.05% | 0.07% | 0.10% | Q4 2013 | Q3 2023 | 40 |
Boston Trust Walden Corp | 40 | 40 | 0.01% | 0.29% | 0.77% | Q4 2013 | Q3 2023 | 40 |
COMERICA BANK | 38 | 2 | 0.00% | 0.04% | 0.10% | Q3 2013 | Q3 2023 | 40 |
STATE OF WISCONSIN INVESTMENT BOARD | 38 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 40 |
AMALGAMATED BANK | 40 | 40 | 0.02% | 0.06% | 0.13% | Q4 2013 | Q3 2023 | 40 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 33 | 7 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 40 |
SYNOVUS FINANCIAL CORP | 23 | 16 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.03% | 0.10% | Q1 2014 | Q3 2023 | 39 |
SG Americas Securities, LLC | 19 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 39 |
Spot Trading L.L.C | 15 | 15 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q1 2017 | 39 |
Tower Research Capital LLC (TRC) | 25 | 14 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2023 | 39 |
Select Equity Group, L.P. | 24 | 15 | 0.12% | 1.69% | 3.81% | Q4 2013 | Q3 2023 | 39 |
FIFTH THIRD BANCORP | 22 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
HSBC HOLDINGS PLC | 31 | 1 | 0.00% | 0.00% | 0.04% | Q3 2012 | Q3 2023 | 39 |
Jefferies Group LLC | 8 | 1 | 0.00% | 0.03% | 0.54% | Q3 2013 | Q3 2021 | 39 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.05% | 0.06% | 0.14% | Q2 2013 | Q4 2022 | 39 |
Ashfield Capital Partners, LLC | 38 | 38 | 0.03% | 0.11% | 1.04% | Q2 2013 | Q3 2022 | 38 |
M&T BANK CORP | 37 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 38 |
Neuberger Berman Group LLC | 24 | 4 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 38 |
BALYASNY ASSET MANAGEMENT L.P. | 7 | 1 | 0.00% | 0.08% | 0.33% | Q4 2014 | Q3 2023 | 38 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 13 | 2 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 38 |
J.P. Morgan Private Wealth Advisors LLC | 15 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 38 |
LPL Financial LLC | 26 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 38 |
ASSETMARK, INC | 16 | 6 | 0.00% | 0.04% | 0.17% | Q3 2013 | Q3 2023 | 37 |
FRANKLIN RESOURCES INC | 26 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 37 |
HS Management Partners, LLC | 22 | 15 | 1.29% | 4.95% | 6.92% | Q2 2013 | Q3 2023 | 37 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2022 | 36 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 32 | 4 | 0.00% | 0.01% | 0.36% | Q3 2014 | Q3 2023 | 36 |
BOKF, NA | 22 | 1 | 0.00% | 0.09% | 0.20% | Q2 2013 | Q3 2023 | 36 |
Nuveen Asset Management, LLC | 20 | 16 | 0.01% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 36 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 22 | 14 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 36 |
LOGAN CAPITAL MANAGEMENT INC | 35 | 35 | 0.48% | 0.86% | 1.49% | Q1 2015 | Q3 2023 | 35 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 14 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.01% | 0.03% | 0.06% | Q1 2015 | Q3 2023 | 35 |
Cubist Systematic Strategies, LLC | 21 | 2 | 0.00% | 0.06% | 0.29% | Q2 2014 | Q2 2023 | 35 |
HUNTINGTON NATIONAL BANK | 29 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 35 |
Southeast Asset Advisors Inc. | 26 | 9 | 0.10% | 0.43% | 0.90% | Q2 2013 | Q2 2022 | 35 |
Manchester Capital Management LLC | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
METROPOLITAN LIFE INSURANCE CO/NY | 35 | 35 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2021 | 35 |
SEI INVESTMENTS CO | 19 | 15 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.04% | 0.19% | Q2 2015 | Q3 2023 | 34 |
World Asset Management Inc | 34 | 34 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2021 | 34 |
ALPS ADVISORS INC | 18 | 6 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
JANUS HENDERSON GROUP PLC | 33 | 33 | 0.04% | 0.09% | 0.21% | Q3 2015 | Q3 2023 | 33 |
VICTORY CAPITAL MANAGEMENT INC | 26 | 7 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 33 |
MACQUARIE GROUP LTD | 23 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 33 |
FULTON BANK, N.A. | 26 | 7 | 0.02% | 0.04% | 0.08% | Q1 2015 | Q4 2023 | 33 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 14 | 1 | 0.09% | 0.14% | 0.22% | Q2 2014 | Q3 2023 | 33 |
Gotham Asset Management, LLC | 19 | 2 | 0.00% | 0.07% | 0.27% | Q3 2013 | Q3 2023 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q1 2022 | 33 |
OPPENHEIMER & CO INC | 14 | 1 | 0.01% | 0.03% | 0.11% | Q4 2013 | Q3 2023 | 33 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 24 | 9 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 33 |
Versant Capital Management, Inc | 18 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2023 | 32 |
Alberta Investment Management Corp | 22 | 1 | 0.00% | 0.07% | 0.31% | Q3 2013 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.00% | 0.02% | 0.03% | Q1 2016 | Q4 2023 | 32 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 32 | 32 | 0.74% | 1.24% | 2.43% | Q4 2015 | Q3 2023 | 32 |
WELLINGTON MANAGEMENT GROUP LLP | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 32 |
Pacer Advisors, Inc. | 32 | 32 | 0.02% | 0.11% | 0.37% | Q4 2015 | Q3 2023 | 32 |
TWO SIGMA ADVISERS, LP | 14 | 1 | 0.00% | 0.04% | 0.23% | Q1 2014 | Q3 2023 | 32 |
Advisors Asset Management, Inc. | 26 | 6 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 32 |
State of Alaska, Department of Revenue | 27 | 2 | 0.01% | 0.03% | 0.12% | Q3 2014 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 31 |
WINTON GROUP Ltd | 16 | 1 | 0.00% | 0.17% | 0.67% | Q2 2014 | Q3 2023 | 31 |
CWM, LLC | 23 | 8 | 0.00% | 0.03% | 0.16% | Q4 2015 | Q3 2023 | 31 |
Rodgers Brothers Inc. | 31 | 31 | 0.38% | 1.44% | 2.76% | Q1 2016 | Q3 2023 | 31 |
Livforsakringsbolaget Skandia, Omsesidigt | 31 | 31 | 0.02% | 0.34% | 0.84% | Q1 2016 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.03% | 0.08% | 0.25% | Q2 2013 | Q4 2020 | 31 |
Aperio Group, LLC | 31 | 31 | 0.01% | 0.02% | 0.09% | Q2 2013 | Q4 2020 | 31 |
Squarepoint Ops LLC | 13 | 1 | 0.00% | 0.07% | 0.31% | Q1 2015 | Q3 2023 | 31 |
South Dakota Investment Council | 20 | 10 | 0.00% | 0.04% | 0.08% | Q1 2016 | Q3 2023 | 30 |
D.A. DAVIDSON & CO. | 10 | 1 | 0.00% | 0.02% | 0.19% | Q2 2013 | Q3 2023 | 30 |
Vision Capital Management, Inc. | 30 | 30 | 0.15% | 0.29% | 0.37% | Q2 2016 | Q3 2023 | 30 |
Goelzer Investment Management, Inc. | 30 | 30 | 0.26% | 0.60% | 0.89% | Q2 2016 | Q3 2023 | 30 |
Allianz Asset Management GmbH | 15 | 4 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 30 |
Advisors Capital Management, LLC | 30 | 30 | 0.17% | 0.62% | 1.00% | Q2 2016 | Q3 2023 | 30 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 30 | 30 | 0.02% | 0.59% | 0.97% | Q2 2016 | Q3 2023 | 30 |
LSV ASSET MANAGEMENT | 30 | 30 | 0.00% | 0.06% | 0.15% | Q2 2016 | Q3 2023 | 30 |
Twin Tree Management, LP | 7 | 1 | 0.00% | 0.03% | 0.17% | Q3 2014 | Q2 2022 | 29 |
MCRAE CAPITAL MANAGEMENT INC | 29 | 29 | 2.47% | 3.42% | 5.34% | Q3 2016 | Q3 2023 | 29 |
First Long Island Investors, LLC | 29 | 29 | 0.99% | 1.60% | 2.23% | Q3 2016 | Q3 2023 | 29 |
Robeco Institutional Asset Management B.V. | 29 | 29 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 29 |
TUDOR INVESTMENT CORP ET AL | 8 | 1 | 0.01% | 0.06% | 0.34% | Q3 2013 | Q3 2023 | 29 |
CANADA PENSION PLAN INVESTMENT BOARD | 11 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q4 2022 | 29 |
Cambridge Investment Research Advisors, Inc. | 28 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 29 |
Edgemoor Investment Advisors, Inc. | 29 | 29 | 0.90% | 1.33% | 2.41% | Q3 2016 | Q3 2023 | 29 |
SPEECE THORSON CAPITAL GROUP INC | 29 | 29 | 0.96% | 1.99% | 3.05% | Q3 2016 | Q3 2023 | 29 |
Paloma Partners Management Co | 9 | 1 | 0.01% | 0.03% | 0.19% | Q2 2013 | Q1 2022 | 28 |
Formidable Asset Management, LLC | 16 | 1 | 0.31% | 0.43% | 0.69% | Q2 2016 | Q3 2023 | 28 |
COLDSTREAM CAPITAL MANAGEMENT INC | 18 | 4 | 0.05% | 0.08% | 0.13% | Q1 2016 | Q3 2023 | 28 |
Alpha Omega Wealth Management LLC | 15 | 13 | 0.01% | 0.05% | 0.08% | Q4 2015 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
American Assets Investment Management, LLC | 28 | 28 | 0.31% | 0.72% | 1.07% | Q2 2013 | Q1 2020 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.03% | 0.09% | Q4 2016 | Q3 2023 | 28 |
SIGNATUREFD, LLC | 23 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 28 |
CONGRESS ASSET MANAGEMENT CO /MA | 17 | 11 | 0.01% | 0.79% | 1.95% | Q4 2013 | Q3 2023 | 28 |
Verition Fund Management LLC | 8 | 1 | 0.00% | 0.03% | 0.11% | Q1 2015 | Q3 2023 | 28 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 28 | 28 | 0.06% | 1.26% | 2.20% | Q4 2016 | Q3 2023 | 28 |
AMERICAN CENTURY COMPANIES INC | 14 | 14 | 0.00% | 0.02% | 0.10% | Q4 2015 | Q3 2023 | 28 |
Cascade Investment Advisors, Inc. | 28 | 28 | 0.86% | 1.16% | 1.43% | Q4 2016 | Q3 2023 | 28 |
Janney Montgomery Scott LLC | 22 | 3 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 28 |
North Star Investment Management Corp. | 28 | 28 | 0.04% | 0.06% | 0.10% | Q4 2016 | Q3 2023 | 28 |
HAP Trading, LLC | 8 | 1 | 0.00% | 0.10% | 0.46% | Q3 2013 | Q2 2019 | 27 |
Raymond James Financial Services Advisors, Inc. | 27 | 27 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 27 |
WHITTIER TRUST CO | 16 | 4 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 27 |
NEXT Financial Group, Inc | 14 | 13 | 0.02% | 0.04% | 0.10% | Q3 2014 | Q4 2021 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
HUSSMAN STRATEGIC ADVISORS, INC. | 12 | 3 | 0.19% | 0.59% | 1.16% | Q2 2014 | Q2 2023 | 27 |
Allworth Financial LP | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
Linscomb & Williams, Inc. | 27 | 27 | 0.20% | 0.44% | 0.79% | Q1 2017 | Q3 2023 | 27 |
IRONWOOD INVESTMENT MANAGEMENT LLC | 27 | 27 | 0.24% | 0.43% | 0.59% | Q1 2017 | Q3 2023 | 27 |
HOWE & RUSLING INC | 22 | 4 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2022 | 26 |
Penserra Capital Management LLC | 19 | 2 | 0.00% | 0.02% | 0.14% | Q4 2015 | Q3 2023 | 26 |
AXA S.A. | 26 | 26 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q3 2023 | 26 |
Municipal Employees' Retirement System of Michigan | 20 | 6 | 0.02% | 0.09% | 0.16% | Q3 2013 | Q1 2020 | 26 |
TWIN CAPITAL MANAGEMENT INC | 22 | 2 | 0.05% | 0.24% | 0.45% | Q1 2014 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.01% | 0.08% | 0.36% | Q3 2016 | Q3 2023 | 26 |
EATON VANCE MANAGEMENT | 19 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 26 |
Brandywine Global Investment Management, LLC | 26 | 26 | 0.01% | 0.08% | 0.15% | Q2 2017 | Q3 2023 | 26 |
Renaissance Technologies | 9 | 2 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q2 2023 | 26 |
Creative Planning | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 25 |
Financial Architects, Inc | 18 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2020 | 25 |
DekaBank Deutsche Girozentrale | 12 | 2 | 0.00% | 0.03% | 0.17% | Q4 2014 | Q3 2023 | 25 |
THOMAS STORY & SON LLC | 25 | 25 | 2.28% | 3.31% | 4.24% | Q3 2017 | Q3 2023 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
Radnor Capital Management, LLC | 18 | 1 | 0.27% | 0.56% | 0.90% | Q4 2016 | Q3 2023 | 25 |
VALLEY NATIONAL ADVISERS INC | 25 | 25 | 0.00% | 0.29% | 0.71% | Q3 2017 | Q3 2023 | 25 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 25 | 25 | 0.04% | 0.37% | 0.63% | Q2 2013 | Q2 2019 | 25 |
WHEATLAND ADVISORS INC | 25 | 25 | 0.18% | 0.30% | 0.92% | Q4 2013 | Q4 2019 | 25 |
SFE Investment Counsel | 12 | 3 | 0.12% | 0.67% | 1.80% | Q1 2016 | Q3 2023 | 25 |
SALEM INVESTMENT COUNSELORS INC | 18 | 1 | 0.00% | 0.02% | 0.09% | Q3 2016 | Q3 2023 | 25 |
Strategic Financial Services, Inc, | 25 | 25 | 0.22% | 0.61% | 0.95% | Q1 2014 | Q1 2020 | 25 |
Geneos Wealth Management Inc. | 24 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 25 |
Hamilton Point Investment Advisors, LLC | 24 | 24 | 0.83% | 1.25% | 1.79% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
TIRSCHWELL & LOEWY INC | 24 | 24 | 0.77% | 1.40% | 2.12% | Q2 2013 | Q1 2019 | 24 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 24 |
COMMERCE BANK | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2019 | 24 |
LS Investment Advisors, LLC | 24 | 24 | 0.01% | 0.02% | 0.05% | Q2 2015 | Q1 2021 | 24 |
MML INVESTORS SERVICES, LLC | 14 | 4 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.03% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 24 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 24 | 24 | 0.04% | 0.06% | 0.10% | Q4 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2019 | 24 |
GROUP ONE TRADING, L.P. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 23 |
APG Asset Management N.V. | 15 | 2 | 0.00% | 0.05% | 0.14% | Q2 2015 | Q3 2023 | 23 |
MAI Capital Management | 14 | 9 | 0.01% | 0.04% | 0.08% | Q4 2013 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 23 |
Man Group plc | 23 | 23 | 0.00% | 0.03% | 0.09% | Q1 2018 | Q3 2023 | 23 |
Legacy Capital Partners, Inc. | 23 | 23 | 0.16% | 0.28% | 0.38% | Q3 2016 | Q1 2022 | 23 |
BANK OF STOCKTON | 23 | 23 | 0.10% | 0.35% | 0.66% | Q1 2018 | Q3 2023 | 23 |
KBC Group NV | 15 | 2 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q1 2023 | 23 |
NORDEA INVESTMENT MANAGEMENT AB | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
Gs Investments, Inc. | 13 | 1 | 0.43% | 0.70% | 1.48% | Q2 2017 | Q3 2023 | 23 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 13 | 5 | 0.01% | 0.21% | 0.68% | Q2 2013 | Q1 2023 | 23 |
FDx Advisors, Inc. | 10 | 6 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q1 2023 | 23 |
Steward Partners Investment Advisory, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 22 |
MARTINGALE ASSET MANAGEMENT L P | 21 | 1 | 0.01% | 0.05% | 0.14% | Q4 2017 | Q3 2023 | 22 |
QS Investors, LLC | 22 | 22 | 0.00% | 0.02% | 0.11% | Q4 2014 | Q1 2020 | 22 |
LAZARD ASSET MANAGEMENT LLC | 17 | 1 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2023 | 22 |
ACADIAN ASSET MANAGEMENT LLC | 10 | 1 | 0.00% | 0.03% | 0.21% | Q2 2016 | Q3 2022 | 22 |
Oxbow Advisors, LLC | 15 | 7 | 0.05% | 0.30% | 0.42% | Q1 2017 | Q3 2023 | 22 |
Private Advisor Group, LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 22 |
KEYBANK NATIONAL ASSOCIATION/OH | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 22 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 7 | 1 | 0.03% | 0.16% | 0.48% | Q4 2014 | Q3 2023 | 22 |
NVWM, LLC | 15 | 7 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 22 |
Skandinaviska Enskilda Banken AB (publ) | 22 | 22 | 0.05% | 0.26% | 0.82% | Q2 2018 | Q3 2023 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q3 2018 | 22 |
ROANOKE ASSET MANAGEMENT CORP/ NY | 22 | 22 | 0.10% | 0.13% | 0.16% | Q3 2013 | Q4 2018 | 22 |
J. Goldman & Co LP | 8 | 2 | 0.01% | 0.40% | 1.01% | Q2 2018 | Q1 2023 | 22 |
Vident Investment Advisory, LLC | 12 | 1 | 0.02% | 0.16% | 0.38% | Q4 2014 | Q2 2023 | 22 |
Clark Capital Management Group, Inc. | 22 | 22 | 0.06% | 0.43% | 0.70% | Q2 2018 | Q3 2023 | 22 |
Bridgewater Associates | 6 | 1 | 0.00% | 0.03% | 0.12% | Q1 2014 | Q3 2023 | 22 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 9 | 3 | 0.00% | 0.03% | 0.13% | Q1 2015 | Q1 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Trexquant Investment LP | 6 | 1 | 0.08% | 0.26% | 0.55% | Q4 2014 | Q1 2023 | 21 |
Symmetry Partners, LLC | 21 | 21 | 0.05% | 0.08% | 0.11% | Q4 2018 | Q4 2023 | 21 |
CAPTRUST FINANCIAL ADVISORS | 14 | 2 | 0.00% | 0.23% | 0.66% | Q4 2017 | Q3 2023 | 21 |
NATIXIS ADVISORS, L.P. | 12 | 9 | 0.01% | 0.02% | 0.07% | Q4 2013 | Q1 2023 | 21 |
Covington Capital Management | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2022 | 21 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 11 | 2 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q1 2021 | 21 |
Plante Moran Financial Advisors, LLC | 13 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 21 |
IBM Retirement Fund | 15 | 6 | 0.01% | 0.03% | 0.03% | Q2 2013 | Q4 2021 | 21 |
TCI Wealth Advisors, Inc. | 20 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2023 | 21 |
Eukles Asset Management | 20 | 20 | 0.18% | 0.34% | 0.53% | Q4 2018 | Q3 2023 | 20 |
Covenant Asset Management, LLC | 20 | 20 | 0.06% | 0.18% | 0.35% | Q1 2018 | Q4 2022 | 20 |
FIRST CITIZENS BANK & TRUST CO | 12 | 1 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.02% | 0.09% | Q4 2017 | Q3 2022 | 20 |
Advisory Services Network, LLC | 11 | 1 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q1 2023 | 20 |
Pinnacle Bancorp, Inc. | 20 | 20 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Mirae Asset Global Investments Co., Ltd. | 10 | 1 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 20 |
SHELL ASSET MANAGEMENT CO | 17 | 1 | 0.00% | 0.03% | 0.06% | Q3 2013 | Q3 2023 | 20 |
MAVERICK CAPITAL LTD | 6 | 1 | 0.00% | 0.08% | 0.33% | Q1 2015 | Q3 2023 | 20 |
Bell & Brown Wealth Advisors, LLC | 12 | 8 | 0.99% | 1.27% | 1.54% | Q4 2017 | Q2 2023 | 20 |
CIBC Asset Management Inc | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 20 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 17 | 1 | 0.00% | 0.04% | 0.14% | Q4 2017 | Q3 2023 | 20 |
LEUTHOLD GROUP, LLC | 13 | 1 | 0.34% | 0.53% | 0.87% | Q2 2013 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Pflug Koory, LLC | 13 | 7 | 0.01% | 0.04% | 0.08% | Q4 2016 | Q3 2023 | 20 |
PLIMOTH TRUST CO LLC | 19 | 1 | 0.06% | 0.16% | 0.28% | Q4 2017 | Q3 2023 | 20 |
CULLEN/FROST BANKERS, INC. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Cornerstone Advisors, Inc. | 11 | 8 | 0.00% | 0.01% | 0.05% | Q3 2015 | Q3 2020 | 19 |
CREDIT AGRICOLE S A | 12 | 1 | 0.00% | 0.04% | 0.16% | Q3 2013 | Q3 2023 | 19 |
MASTRAPASQUA ASSET MANAGEMENT INC | 17 | 2 | 0.08% | 0.17% | 0.24% | Q2 2016 | Q3 2023 | 19 |
Engineers Gate Manager LP | 4 | 1 | 0.01% | 0.11% | 0.35% | Q4 2014 | Q4 2022 | 19 |
ONTARIO TEACHERS PENSION PLAN BOARD | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 19 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2023 | 19 |
BROWN ADVISORY INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 19 |
Freedom Investment Management, Inc. | 18 | 1 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2022 | 19 |
Sterling Capital Management LLC | 9 | 4 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q2 2019 | 19 |
FRED ALGER MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q4 2021 | 19 |
ClearBridge Investments | 8 | 5 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 19 |
PATTEN & PATTEN INC/TN | 14 | 2 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q3 2023 | 19 |
Winslow, Evans & Crocker, Inc. | 16 | 3 | 0.00% | 0.07% | 0.12% | Q4 2013 | Q4 2020 | 19 |
INGALLS & SNYDER LLC | 19 | 19 | 0.04% | 0.27% | 0.46% | Q1 2019 | Q3 2023 | 19 |
BARINGS LLC | 15 | 4 | 0.01% | 0.01% | 0.03% | Q3 2013 | Q1 2019 | 19 |
Weiss Multi-Strategy Advisers LLC | 7 | 1 | 0.01% | 0.14% | 0.48% | Q3 2013 | Q1 2021 | 19 |
Weaver C. Barksdale & Associates, Inc. | 19 | 19 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2017 | 19 |
STRS OHIO | 9 | 5 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2021 | 19 |
Shulman DeMeo Asset Management LLC | 9 | 9 | 0.17% | 0.35% | 1.41% | Q1 2019 | Q3 2023 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2014 | 18 |
GSA CAPITAL PARTNERS LLP | 7 | 1 | 0.01% | 0.06% | 0.26% | Q3 2013 | Q4 2021 | 18 |
AMP Capital Investors Ltd | 10 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2021 | 18 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 11 | 3 | 0.01% | 0.11% | 0.18% | Q2 2013 | Q2 2022 | 18 |
KCM INVESTMENT ADVISORS LLC | 18 | 18 | 0.02% | 0.19% | 0.41% | Q1 2015 | Q2 2019 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.03% | 0.07% | 0.13% | Q2 2013 | Q3 2017 | 18 |
GREENWOOD CAPITAL ASSOCIATES LLC | 9 | 1 | 0.01% | 0.12% | 0.69% | Q4 2014 | Q3 2023 | 18 |
Peloton Wealth Strategists | 8 | 3 | 0.52% | 0.73% | 1.04% | Q2 2013 | Q1 2018 | 18 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.03% | 0.21% | Q3 2013 | Q4 2020 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2017 | 18 |
Institute for Wealth Management, LLC. | 18 | 18 | 0.04% | 0.07% | 0.13% | Q2 2019 | Q3 2023 | 18 |
Mitsubishi UFJ Trust & Banking Corp | 17 | 1 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 18 |
SEGALL BRYANT & HAMILL, LLC | 7 | 1 | 0.00% | 0.05% | 0.19% | Q1 2015 | Q2 2023 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Carroll Financial Associates, Inc. | 14 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2021 | 18 |
CADENCE CAPITAL MANAGEMENT LLC | 12 | 1 | 0.02% | 0.07% | 0.19% | Q1 2013 | Q2 2020 | 18 |
Fiera Capital Corp | 16 | 2 | 0.00% | 0.11% | 0.30% | Q3 2013 | Q2 2019 | 18 |
Cribstone Capital Management, LLC | 16 | 2 | 0.00% | 0.36% | 1.00% | Q1 2016 | Q4 2022 | 18 |
Point View Wealth Management, Inc. | 18 | 18 | 0.12% | 0.37% | 0.52% | Q3 2016 | Q4 2020 | 18 |
Valeo Financial Advisors, LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 18 |
Fisher Asset Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 18 |
1ST SOURCE BANK | 17 | 17 | 0.02% | 0.14% | 0.36% | Q2 2013 | Q2 2017 | 17 |
CENTRAL BANK & TRUST CO | 17 | 17 | 0.00% | 0.32% | 1.46% | Q2 2013 | Q2 2017 | 17 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q2 2018 | 17 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 17 | 17 | 0.01% | 0.04% | 0.16% | Q3 2015 | Q3 2019 | 17 |
Legacy Bridge, LLC | 17 | 17 | 0.59% | 0.72% | 1.09% | Q3 2019 | Q3 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2017 | 17 |
WINMILL & CO. INC | 17 | 17 | 1.28% | 2.40% | 3.66% | Q3 2019 | Q3 2023 | 17 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9 | 1 | 0.00% | 0.03% | 0.14% | Q4 2016 | Q3 2023 | 17 |
State of New Jersey Common Pension Fund D | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 5 | 0.00% | 0.25% | 0.79% | Q3 2016 | Q3 2023 | 17 |
Empowered Funds, LLC | 6 | 5 | 0.05% | 0.66% | 1.76% | Q1 2017 | Q3 2023 | 17 |
FIRST INTERSTATE BANK | 17 | 17 | 0.02% | 0.03% | 0.05% | Q4 2015 | Q4 2019 | 17 |
MEEDER ASSET MANAGEMENT INC | 14 | 1 | 0.00% | 0.02% | 0.17% | Q3 2015 | Q3 2022 | 17 |
Mount Yale Investment Advisors, LLC | 14 | 3 | 0.00% | 0.10% | 0.21% | Q1 2018 | Q3 2023 | 17 |
LORD, ABBETT & CO. LLC | 13 | 1 | 0.01% | 0.15% | 0.36% | Q4 2013 | Q2 2022 | 17 |
MARSHALL WACE, LLP | 7 | 1 | 0.00% | 0.06% | 0.15% | Q1 2014 | Q4 2022 | 17 |
WHITTIER TRUST CO OF NEVADA INC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
ETF MANAGERS GROUP, LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q1 2023 | 17 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 12 | 5 | 0.01% | 0.32% | 0.69% | Q2 2013 | Q4 2021 | 17 |
Asset Management One Co., Ltd. | 7 | 1 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q1 2023 | 17 |
QV Investors Inc. | 17 | 17 | 0.10% | 0.21% | 0.31% | Q3 2017 | Q3 2021 | 17 |
ENTERPRISE FINANCIAL SERVICES CORP | 6 | 1 | 0.00% | 0.06% | 0.26% | Q2 2013 | Q3 2021 | 17 |
Proficio Capital Partners LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q1 2022 | 17 |
Brinker Capital Investments, LLC | 10 | 7 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q4 2022 | 17 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 17 | 0.00% | 0.07% | 0.20% | Q2 2017 | Q2 2021 | 17 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2022 | 16 |
Aviance Capital Partners, LLC | 12 | 4 | 0.10% | 0.27% | 0.41% | Q2 2017 | Q3 2023 | 16 |
Private Capital Group, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2022 | 16 |
PRIVATE TRUST CO NA | 7 | 1 | 0.00% | 0.02% | 0.05% | Q1 2013 | Q3 2023 | 16 |
FULLER & THALER ASSET MANAGEMENT, INC. | 11 | 1 | 0.00% | 0.01% | 0.11% | Q2 2013 | Q2 2020 | 16 |
Nadler Financial Group, Inc. | 16 | 16 | 0.32% | 0.70% | 1.04% | Q4 2019 | Q3 2023 | 16 |
Quantbot Technologies LP | 3 | 1 | 0.01% | 0.13% | 0.32% | Q4 2013 | Q2 2023 | 16 |
L. Roy Papp & Associates, LLP | 16 | 16 | 0.21% | 0.66% | 0.94% | Q2 2013 | Q1 2017 | 16 |
Independent Portfolio Consultants, Inc. | 16 | 16 | 0.02% | 0.21% | 0.49% | Q2 2013 | Q1 2017 | 16 |
Quantitative Investment Management, LLC | 5 | 1 | 0.03% | 0.10% | 0.26% | Q1 2014 | Q2 2023 | 16 |
MONETA GROUP INVESTMENT ADVISORS LLC | 9 | 2 | 0.02% | 0.41% | 1.57% | Q3 2012 | Q3 2018 | 16 |
MASSMUTUAL TRUST CO FSB/ADV | 9 | 1 | 0.00% | 0.02% | 0.03% | Q1 2015 | Q4 2023 | 16 |
PRUDENTIAL PLC | 14 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
BBVA USA Bancshares, Inc. | 16 | 16 | 0.02% | 0.04% | 0.10% | Q2 2013 | Q1 2017 | 16 |
Dynamic Technology Lab Private Ltd | 6 | 1 | 0.03% | 0.15% | 0.44% | Q1 2016 | Q3 2022 | 16 |
Walleye Capital LLC | 4 | 1 | 0.00% | 0.03% | 0.14% | Q1 2019 | Q3 2023 | 16 |
OppenheimerFunds, Inc. | 16 | 16 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q1 2019 | 16 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 2 | 0.00% | 0.02% | 0.08% | Q3 2015 | Q1 2021 | 16 |
FARMERS & MERCHANTS INVESTMENTS INC | 14 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 16 |
RFG Advisory, LLC | 16 | 16 | 0.02% | 0.06% | 0.11% | Q4 2019 | Q3 2023 | 16 |
EXANE DERIVATIVES | 16 | 16 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2018 | 16 |
SEVEN EIGHT CAPITAL, LP | 3 | 1 | 0.08% | 0.28% | 0.68% | Q4 2013 | Q3 2023 | 16 |
JENNISON ASSOCIATES LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 16 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.01% | 0.10% | Q4 2014 | Q3 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.00% | 0.06% | 0.14% | Q2 2013 | Q1 2017 | 16 |
FIRST MERCANTILE TRUST CO | 14 | 2 | 0.00% | 0.05% | 0.09% | Q2 2013 | Q3 2021 | 16 |
Seascape Capital Management | 16 | 16 | 0.88% | 1.55% | 2.09% | Q4 2019 | Q3 2023 | 16 |
ARGENT CAPITAL MANAGEMENT LLC | 8 | 8 | 0.11% | 0.82% | 2.29% | Q2 2013 | Q1 2020 | 16 |
NICHOLAS COMPANY, INC. | 16 | 16 | 0.00% | 0.18% | 0.24% | Q2 2013 | Q1 2017 | 16 |
ALPHA WINDWARD LLC | 14 | 1 | 0.00% | 0.32% | 0.43% | Q1 2014 | Q3 2020 | 16 |
BROWN BROTHERS HARRIMAN & CO | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 16 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 13 | 1 | 0.00% | 0.07% | 0.26% | Q2 2013 | Q3 2023 | 16 |
Smithfield Trust Co | 13 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 16 |
Glassman Wealth Services | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Zurich Insurance Group Ltd/FI | 16 | 16 | 0.02% | 0.03% | 0.03% | Q1 2017 | Q4 2020 | 16 |
Gleason Group, Inc. | 16 | 16 | 0.28% | 0.40% | 0.60% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
BOSTON ADVISORS LLC | 16 | 16 | 0.03% | 0.37% | 0.82% | Q2 2013 | Q1 2017 | 16 |
WESTWOOD HOLDINGS GROUP INC | 9 | 2 | 0.00% | 0.06% | 0.12% | Q2 2015 | Q4 2020 | 16 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 16 | 16 | 0.12% | 0.24% | 0.40% | Q4 2019 | Q3 2023 | 16 |
BerganKDV Wealth Management, LLC | 15 | 15 | 0.01% | 0.09% | 0.34% | Q4 2019 | Q2 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Cove Street Capital, LLC | 15 | 15 | 0.02% | 0.24% | 0.56% | Q2 2016 | Q4 2019 | 15 |
BOOTHBAY FUND MANAGEMENT, LLC | 6 | 1 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
REGIONS FINANCIAL CORP | 14 | 1 | 0.00% | 0.06% | 0.23% | Q4 2017 | Q1 2022 | 15 |
Motley Fool Asset Management LLC | 12 | 1 | 0.00% | 1.65% | 2.77% | Q2 2013 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q4 2016 | 15 |
MARATHON ASSET MANAGEMENT LLP | 15 | 15 | 0.28% | 0.32% | 0.38% | Q1 2016 | Q3 2019 | 15 |
ELLINGTON MANAGEMENT GROUP LLC | 6 | 1 | 0.03% | 0.41% | 1.16% | Q3 2013 | Q1 2020 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Texas Yale Capital Corp. | 15 | 15 | 0.05% | 0.06% | 0.08% | Q3 2014 | Q1 2018 | 15 |
Winch Advisory Services, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q4 2016 | 15 |
Empirical Finance, LLC | 9 | 1 | 0.04% | 0.45% | 1.00% | Q4 2016 | Q3 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q4 2016 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 15 |
Morningstar Investment Services LLC | 13 | 2 | 0.01% | 0.14% | 0.19% | Q2 2016 | Q1 2020 | 15 |
TRUIST FINANCIAL CORP | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 15 |
GRIMES & COMPANY, INC. | 14 | 1 | 0.02% | 0.50% | 0.87% | Q3 2016 | Q2 2020 | 15 |
SCOPUS ASSET MANAGEMENT, L.P. | 2 | 1 | 0.03% | 0.37% | 0.71% | Q3 2013 | Q4 2022 | 15 |
GAM Holding AG | 11 | 1 | 0.01% | 0.08% | 0.28% | Q4 2014 | Q1 2021 | 15 |
DUPONT CAPITAL MANAGEMENT CORP | 7 | 1 | 0.01% | 0.02% | 0.06% | Q4 2016 | Q2 2023 | 15 |
Laird Norton Wetherby Wealth Management, LLC | 14 | 14 | 0.00% | 0.04% | 0.10% | Q2 2020 | Q3 2023 | 15 |
Parkside Financial Bank & Trust | 13 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 15 |
WASHINGTON TRUST Co | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
FineMark National Bank & Trust | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
BRINKER CAPITAL INC | 15 | 15 | 0.02% | 0.04% | 0.05% | Q4 2016 | Q2 2020 | 15 |
Daiwa Securities Group Inc. | 11 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 15 |
FIL Ltd | 12 | 1 | 0.00% | 0.08% | 0.22% | Q2 2014 | Q4 2020 | 15 |
Grantham, Mayo, Van Otterloo & Co. LLC | 9 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.04% | 0.05% | 0.05% | Q3 2011 | Q3 2015 | 15 |
Ledyard National Bank | 15 | 15 | 0.00% | 0.25% | 0.61% | Q3 2015 | Q1 2019 | 15 |
MIDAS MANAGEMENT CORP | 14 | 14 | 0.31% | 1.08% | 1.56% | Q1 2016 | Q2 2019 | 14 |
SUNTRUST BANKS INC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2018 | 14 |
Capital Advisors, Ltd. LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Virtu KCG Holdings LLC | 7 | 1 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q2 2017 | 14 |
DUBUQUE BANK & TRUST CO | 10 | 4 | 0.01% | 0.03% | 0.10% | Q3 2013 | Q2 2017 | 14 |
ROYCE & ASSOCIATES LP | 6 | 1 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2019 | 14 |
COLUMBIA WANGER ASSET MANAGEMENT LLC | 14 | 14 | 0.22% | 0.48% | 0.83% | Q2 2013 | Q3 2016 | 14 |
Investors Research Corp | 14 | 14 | 0.13% | 0.23% | 0.30% | Q4 2017 | Q1 2021 | 14 |
Johnson Financial Group, Inc. | 9 | 1 | 0.00% | 0.20% | 0.38% | Q4 2013 | Q2 2022 | 14 |
XPONANCE, INC. | 14 | 14 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Venturi Wealth Management, LLC | 14 | 14 | 0.06% | 0.08% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Jasper Ridge Partners, L.P. | 14 | 14 | 0.03% | 0.06% | 0.08% | Q4 2019 | Q1 2023 | 14 |
NAPLES GLOBAL ADVISORS, LLC | 14 | 14 | 0.03% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 14 |
MGO ONE SEVEN LLC | 14 | 14 | 0.02% | 0.11% | 0.22% | Q2 2020 | Q3 2023 | 14 |
PDT Partners, LLC | 7 | 1 | 0.02% | 0.29% | 1.61% | Q1 2014 | Q2 2023 | 14 |
Capital International Investors | 14 | 14 | 0.06% | 0.12% | 0.21% | Q2 2013 | Q3 2016 | 14 |
BRIGHTON JONES LLC | 14 | 14 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
HUTCHINSON CAPITAL MANAGEMENT/CA | 14 | 14 | 2.02% | 4.29% | 5.41% | Q4 2016 | Q1 2020 | 14 |
PATHSTONE FAMILY OFFICE, LLC | 12 | 2 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 14 |
NOMURA HOLDINGS INC | 2 | 1 | 0.00% | 0.01% | 0.06% | Q4 2012 | Q3 2021 | 14 |
PICTET ASSET MANAGEMENT LTD | 9 | 5 | 0.00% | 0.18% | 0.44% | Q3 2014 | Q2 2021 | 14 |
Point72 Asset Management, L.P. | 3 | 1 | 0.01% | 0.06% | 0.26% | Q3 2014 | Q3 2023 | 14 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Gradient Investments LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 14 |
TOWNSQUARE CAPITAL LLC | 14 | 14 | 0.04% | 0.11% | 0.15% | Q2 2020 | Q3 2023 | 14 |
QUANTUM CAPITAL MANAGEMENT | 7 | 1 | 0.19% | 1.26% | 2.08% | Q3 2013 | Q3 2020 | 14 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 10 | 4 | 0.01% | 0.18% | 0.39% | Q1 2015 | Q1 2023 | 14 |
Vestcor Inc | 14 | 14 | 0.00% | 0.03% | 0.10% | Q2 2020 | Q3 2023 | 14 |
NCM Capital Advisers, Inc. | 14 | 14 | 0.52% | 0.97% | 1.70% | Q2 2013 | Q3 2016 | 14 |
Boston Partners | 8 | 2 | 0.00% | 0.07% | 0.18% | Q2 2013 | Q4 2021 | 14 |
OPPENHEIMER ASSET MANAGEMENT INC. | 12 | 2 | 0.01% | 0.03% | 0.06% | Q1 2017 | Q1 2023 | 14 |
WADDELL & REED FINANCIAL INC | 11 | 2 | 0.13% | 0.18% | 0.27% | Q2 2013 | Q1 2018 | 13 |
Signature Wealth Management Group | 7 | 1 | 0.13% | 1.34% | 2.89% | Q2 2018 | Q2 2023 | 13 |
NOMURA ASSET MANAGEMENT CO LTD | 11 | 1 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 13 |
ALBION FINANCIAL GROUP /UT | 10 | 3 | 0.02% | 0.09% | 0.13% | Q2 2020 | Q3 2023 | 13 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.08% | 0.23% | Q2 2018 | Q3 2023 | 13 |
PineBridge Investments, L.P. | 13 | 13 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q1 2023 | 13 |
SHUFRO ROSE & CO LLC | 13 | 13 | 0.02% | 0.04% | 0.04% | Q4 2016 | Q4 2019 | 13 |
ALGERT GLOBAL LLC | 9 | 4 | 0.10% | 0.17% | 0.38% | Q2 2018 | Q3 2023 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.06% | 0.08% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Campbell & CO Investment Adviser LLC | 4 | 1 | 0.04% | 0.30% | 0.66% | Q3 2013 | Q2 2023 | 13 |
CI INVESTMENTS INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Point72 Hong Kong Ltd | 5 | 1 | 0.01% | 0.08% | 0.23% | Q4 2014 | Q2 2022 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Phocas Financial Corp. | 9 | 4 | 0.02% | 0.44% | 0.76% | Q2 2016 | Q2 2020 | 13 |
Impax Asset Management Group plc | 7 | 1 | 0.00% | 0.02% | 0.12% | Q3 2018 | Q3 2023 | 13 |
AlphaCrest Capital Management LLC | 8 | 5 | 0.03% | 0.09% | 0.26% | Q1 2019 | Q3 2022 | 13 |
Teza Capital Management LLC | 7 | 1 | 0.06% | 0.16% | 0.33% | Q1 2018 | Q3 2023 | 13 |
Telos Capital Management, Inc. | 10 | 3 | 0.05% | 0.36% | 0.64% | Q3 2019 | Q3 2023 | 13 |
WESTPAC BANKING CORP | 9 | 1 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q1 2023 | 13 |
OPTIMUM INVESTMENT ADVISORS | 9 | 1 | 0.01% | 0.02% | 0.06% | Q1 2018 | Q4 2022 | 13 |
Schonfeld Strategic Advisors LLC | 4 | 1 | 0.00% | 0.10% | 0.55% | Q1 2016 | Q2 2023 | 13 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 9 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2019 | 13 |
Cipher Capital LP | 3 | 1 | 0.03% | 0.12% | 0.32% | Q4 2014 | Q2 2023 | 13 |
NewEdge Advisors, LLC | 9 | 4 | 0.00% | 0.02% | 0.08% | Q4 2019 | Q3 2023 | 13 |
People's United Financial, Inc. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2022 | 13 |
CULLINAN ASSOCIATES INC | 7 | 1 | 0.01% | 0.19% | 0.34% | Q4 2018 | Q3 2023 | 13 |
Neo Ivy Capital Management | 7 | 1 | 0.05% | 0.31% | 0.82% | Q1 2019 | Q4 2022 | 13 |
Covenant Partners, LLC | 13 | 13 | 0.10% | 0.20% | 0.30% | Q2 2020 | Q2 2023 | 13 |
Bayesian Capital Management, LP | 3 | 1 | 0.10% | 0.33% | 0.68% | Q2 2016 | Q2 2022 | 13 |
NORTHEAST INVESTMENT MANAGEMENT | 13 | 13 | 0.04% | 0.26% | 0.50% | Q2 2013 | Q2 2016 | 13 |
Quadrature Capital Ltd | 3 | 1 | 0.02% | 0.33% | 1.16% | Q4 2015 | Q4 2022 | 13 |
Redwood Investments, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2016 | 13 |
HENNESSY ADVISORS INC | 13 | 13 | 0.13% | 0.64% | 1.20% | Q4 2019 | Q4 2022 | 13 |
LOOMIS SAYLES & CO L P | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 13 |
FIRST MANHATTAN CO. LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
EMERALD ADVISERS, LLC | 9 | 3 | 0.01% | 0.05% | 0.11% | Q3 2014 | Q1 2023 | 12 |
Prestige Wealth Management Group LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 12 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 6 | 1 | 0.01% | 0.21% | 0.69% | Q1 2018 | Q3 2021 | 12 |
Kestra Advisory Services, LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 12 |
Tabor Asset Management, LP | 12 | 12 | 5.88% | 7.52% | 9.65% | Q4 2020 | Q3 2023 | 12 |
EXCHANGE TRADED CONCEPTS, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2023 | 12 |
TORONTO DOMINION BANK | 10 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2022 | 12 |
OSSIAM | 7 | 5 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 12 |
PIEDMONT INVESTMENT ADVISORS INC | 4 | 2 | 0.00% | 0.52% | 1.70% | Q1 2014 | Q1 2020 | 12 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 6 | 1 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 12 |
Virtu Financial LLC | 4 | 1 | 0.01% | 0.06% | 0.12% | Q3 2017 | Q3 2023 | 12 |
GPS Wealth Strategies Group, LLC | 9 | 3 | 0.14% | 0.18% | 0.27% | Q3 2020 | Q3 2023 | 12 |
ExodusPoint Capital Management, LP | 7 | 1 | 0.00% | 0.03% | 0.06% | Q2 2019 | Q2 2023 | 12 |
Csenge Advisory Group | 8 | 1 | 0.02% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 12 |
BTC Capital Management, Inc. | 11 | 1 | 0.02% | 0.03% | 0.07% | Q3 2020 | Q3 2023 | 12 |
IRONBRIDGE CAPITAL MANAGEMENT LP | 12 | 12 | 0.27% | 0.52% | 0.72% | Q2 2013 | Q1 2016 | 12 |
Edgestream Partners, L.P. | 5 | 1 | 0.04% | 0.12% | 0.39% | Q1 2018 | Q2 2023 | 12 |
AMG National Trust Bank | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
PEAPACK GLADSTONE FINANCIAL CORP | 11 | 1 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.01% | 0.02% | 0.06% | Q4 2016 | Q3 2019 | 12 |
SCHWARTZ INVESTMENT COUNSEL INC | 12 | 12 | 0.30% | 1.13% | 1.98% | Q2 2016 | Q1 2019 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
WBI INVESTMENTS, LLC | 4 | 1 | 0.04% | 0.46% | 1.25% | Q4 2013 | Q3 2021 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.01% | 0.05% | 0.14% | Q4 2016 | Q3 2019 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q1 2016 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
ORRSTOWN FINANCIAL SERVICES INC | 11 | 1 | 0.01% | 0.71% | 0.96% | Q4 2015 | Q3 2019 | 12 |
Laurion Capital Management LP | 6 | 1 | 0.00% | 0.02% | 0.17% | Q4 2014 | Q4 2018 | 12 |
MUFG Americas Holdings Corp | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q1 2022 | 12 |
Financial Gravity Asset Management, Inc. | 5 | 1 | 0.00% | 0.01% | 0.08% | Q1 2018 | Q2 2023 | 12 |
BAHL & GAYNOR INC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q1 2018 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.02% | 0.06% | 0.18% | Q4 2016 | Q3 2019 | 12 |
Community Bank & Trust, Waco, Texas | 12 | 12 | 0.14% | 0.26% | 0.36% | Q4 2016 | Q3 2019 | 12 |
Artisan Partners Limited Partnership | 12 | 12 | 0.03% | 0.30% | 0.48% | Q2 2013 | Q1 2016 | 12 |
WENDELL DAVID ASSOCIATES INC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
OLD NATIONAL BANCORP /IN/ | 4 | 2 | 0.01% | 0.04% | 0.23% | Q3 2016 | Q3 2023 | 12 |
Tarbox Family Office, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 12 |
Foundry Partners, LLC | 6 | 1 | 0.01% | 0.19% | 0.63% | Q3 2014 | Q3 2022 | 12 |
FACTORY MUTUAL INSURANCE CO | 12 | 12 | 0.07% | 0.19% | 0.26% | Q4 2014 | Q3 2017 | 12 |
Renasant Bank | 12 | 12 | 0.27% | 0.38% | 0.53% | Q4 2020 | Q3 2023 | 12 |
Apex Capital Management | 12 | 12 | 1.23% | 1.46% | 1.79% | Q2 2013 | Q1 2016 | 12 |
Private Wealth Partners, LLC | 11 | 1 | 0.20% | 0.31% | 0.66% | Q2 2013 | Q3 2018 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.02% | 0.07% | 0.22% | Q4 2016 | Q3 2019 | 12 |
NORTHSTAR ASSET MANAGEMENT LLC | 12 | 12 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Quantinno Capital Management LP | 8 | 4 | 0.03% | 0.19% | 0.37% | Q1 2019 | Q3 2023 | 12 |
AHL Partners LLP | 7 | 5 | 0.02% | 0.09% | 0.27% | Q3 2014 | Q4 2017 | 12 |
HRT FINANCIAL LP | 4 | 2 | 0.01% | 0.05% | 0.14% | Q2 2019 | Q2 2023 | 11 |
Vanguard Personalized Indexing Management, LLC | 11 | 11 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
MAZAMA CAPITAL MANAGEMENT INC | 11 | 11 | 0.07% | 0.28% | 0.91% | Q2 2013 | Q4 2015 | 11 |
WILLIAMS JONES & ASSOCIATES LLC | 11 | 11 | 0.12% | 0.74% | 1.06% | Q4 2013 | Q2 2016 | 11 |
Ranger Investment Management | 11 | 11 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2015 | 11 |
BMT Investment Advisors | 11 | 11 | 0.84% | 1.04% | 1.23% | Q3 2017 | Q1 2020 | 11 |
Virtus Fund Advisers, LLC | 7 | 4 | 0.00% | 0.11% | 0.42% | Q2 2014 | Q3 2017 | 11 |
Pearl River Capital, LLC | 5 | 1 | 0.04% | 0.23% | 0.56% | Q4 2019 | Q2 2023 | 11 |
GREENLEAF TRUST | 7 | 2 | 0.00% | 0.02% | 0.10% | Q3 2016 | Q3 2023 | 11 |
TRUST CO OF VERMONT | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2018 | 11 |
Bell Rock Capital LLC | 10 | 1 | 0.02% | 0.13% | 0.78% | Q4 2016 | Q4 2021 | 11 |
OBERWEIS ASSET MANAGEMENT INC/ | 11 | 11 | 0.06% | 0.32% | 0.53% | Q3 2017 | Q1 2020 | 11 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 11 |
Vigilant Capital Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
Chevy Chase Trust Holdings, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Lee Financial Co | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 11 |
O'Shares Investment Advisers, LLC | 11 | 11 | 0.04% | 0.13% | 0.23% | Q4 2018 | Q2 2021 | 11 |
AGF Investments LLC | 6 | 2 | 0.00% | 0.04% | 0.17% | Q3 2017 | Q1 2022 | 11 |
Legacy Wealth Asset Management, LLC | 11 | 11 | 0.09% | 0.14% | 0.26% | Q4 2020 | Q2 2023 | 11 |
QCI ASSET MANAGEMENT INC/NY | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
Princeton Portfolio Strategies Group LLC | 5 | 1 | 0.05% | 0.10% | 0.18% | Q1 2018 | Q2 2021 | 11 |
CenterStar Asset Management, LLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q1 2021 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.02% | 0.08% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Strategic Investment Advisors / MI | 11 | 11 | 0.11% | 0.14% | 0.18% | Q1 2021 | Q3 2023 | 11 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 0.07% | 0.09% | 0.14% | Q2 2020 | Q4 2022 | 11 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 10 | 10 | 0.24% | 0.45% | 1.14% | Q2 2020 | Q3 2022 | 11 |
PALISADE CAPITAL MANAGEMENT, LP | 11 | 11 | 0.01% | 0.14% | 0.26% | Q2 2013 | Q4 2015 | 11 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 11 | 11 | 0.06% | 0.09% | 0.13% | Q4 2020 | Q2 2023 | 11 |
Parsec Financial Management, Inc. | 7 | 4 | 0.04% | 0.18% | 0.44% | Q3 2017 | Q1 2023 | 11 |
Hanson & Doremus Investment Management | 11 | 11 | 0.01% | 0.03% | 0.04% | Q3 2017 | Q1 2020 | 11 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 11 | 11 | 0.16% | 0.25% | 0.37% | Q2 2013 | Q4 2015 | 11 |
GLOBEFLEX CAPITAL L P | 10 | 1 | 0.02% | 0.09% | 0.20% | Q2 2016 | Q3 2023 | 11 |
Concert Wealth Management Inc. | 7 | 4 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q1 2016 | 11 |
MACKAY SHIELDS LLC | 7 | 4 | 0.00% | 0.07% | 0.18% | Q1 2018 | Q1 2021 | 11 |
VAN ECK ASSOCIATES CORP | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
REILLY FINANCIAL ADVISORS, LLC | 7 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2021 | 11 |
GAM SYSTEMATIC LLP | 10 | 1 | 0.02% | 0.07% | 0.15% | Q4 2014 | Q3 2017 | 11 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 11 |
Mandatum Life Insurance Co Ltd | 11 | 11 | 0.24% | 0.28% | 0.43% | Q4 2015 | Q2 2018 | 11 |
Redmond Asset Management, LLC | 11 | 11 | 0.57% | 0.66% | 0.74% | Q2 2016 | Q4 2018 | 11 |
AE Wealth Management LLC | 10 | 1 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 11 |
FCF Advisors LLC | 11 | 11 | 0.20% | 0.37% | 0.58% | Q2 2021 | Q4 2023 | 11 |
EASTERN BANK | 11 | 11 | 0.02% | 0.69% | 1.05% | Q1 2014 | Q3 2016 | 11 |
Caption Management, LLC | 2 | 1 | 0.00% | 0.14% | 0.71% | Q2 2018 | Q4 2022 | 11 |
Renaissance Investment Group LLC | 11 | 11 | 0.11% | 1.13% | 1.78% | Q4 2014 | Q2 2017 | 11 |
PARK AVENUE SECURITIES LLC | 10 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 11 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.06% | 0.20% | 0.53% | Q1 2016 | Q2 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Fiduciary Trust Co International of Pennsylvania | 10 | 1 | 0.02% | 0.07% | 0.31% | Q2 2013 | Q1 2016 | 11 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 8 | 2 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q3 2022 | 10 |
Xact Kapitalforvaltning AB | 10 | 10 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2020 | 10 |
SIMON QUICK ADVISORS, LLC | 6 | 4 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2022 | 10 |
OLD SECOND NATIONAL BANK OF AURORA | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2019 | 10 |
Arabesque Asset Management Ltd | 4 | 1 | 0.61% | 1.27% | 2.47% | Q4 2019 | Q4 2022 | 10 |
B. Riley Wealth Advisors, Inc. | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 10 |
Syntal Capital Partners, LLC | 10 | 10 | 0.09% | 0.82% | 3.68% | Q3 2017 | Q4 2019 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q3 2015 | 10 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC | 10 | 10 | 1.69% | 2.81% | 3.28% | Q3 2013 | Q4 2015 | 10 |
Focused Wealth Management, Inc | 6 | 4 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
LIBERTY WEALTH MANAGEMENT LLC | 10 | 10 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2021 | 10 |
Shay Capital LLC | 3 | 1 | 0.01% | 0.16% | 0.36% | Q4 2020 | Q1 2023 | 10 |
LMCG INVESTMENTS, LLC | 10 | 10 | 0.12% | 0.14% | 0.16% | Q2 2013 | Q3 2015 | 10 |
OMERS ADMINISTRATION Corp | 5 | 1 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2018 | 10 |
Baillie Gifford | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.02% | 0.13% | 0.26% | Q4 2013 | Q2 2019 | 10 |
Maryland State Retirement & Pension System | 6 | 4 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 10 |
AGF INVESTMENTS INC. | 5 | 2 | 0.00% | 0.12% | 0.26% | Q3 2016 | Q3 2022 | 10 |
SAMLYN CAPITAL, LLC | 5 | 1 | 0.02% | 0.31% | 0.96% | Q1 2017 | Q1 2023 | 10 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 4 | 1 | 0.03% | 0.34% | 2.28% | Q4 2015 | Q4 2022 | 10 |
Regis Management CO LLC | 7 | 1 | 0.03% | 0.06% | 0.07% | Q1 2014 | Q4 2019 | 10 |
Syverson Strege & Co | 10 | 10 | 0.05% | 0.12% | 0.20% | Q4 2020 | Q1 2023 | 10 |
Jacobi Capital Management LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2021 | 10 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 10 | 10 | 0.15% | 0.33% | 0.48% | Q3 2017 | Q4 2019 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 10 |
BALASA DINVERNO & FOLTZ LLC | 6 | 1 | 0.02% | 0.04% | 0.06% | Q3 2017 | Q3 2022 | 10 |
Murphy Pohlad Asset Management LLC | 9 | 1 | 0.10% | 0.21% | 0.36% | Q3 2018 | Q1 2021 | 10 |
M.D. Sass, Inc. | 10 | 10 | 0.02% | 0.15% | 0.25% | Q4 2013 | Q1 2016 | 10 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 10 | 10 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q1 2023 | 10 |
WOLVERINE ASSET MANAGEMENT LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 10 |
Calvert Investment Management, Inc. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q4 2016 | 10 |
TOTH FINANCIAL ADVISORY CORP | 8 | 1 | 0.00% | 0.01% | 0.05% | Q2 2020 | Q3 2023 | 10 |
YorkBridge Wealth Partners, LLC | 10 | 10 | 0.07% | 0.10% | 0.16% | Q3 2020 | Q4 2022 | 10 |
TAURUS ASSET MANAGEMENT, LLC | 10 | 10 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
LFA - Lugano Financial Advisors SA | 10 | 10 | 0.13% | 0.18% | 0.33% | Q1 2021 | Q2 2023 | 10 |
Harvest Fund Management Co., Ltd | 8 | 1 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2022 | 10 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 10 | 10 | 0.33% | 0.43% | 0.56% | Q2 2020 | Q3 2022 | 10 |
INTRUST BANK NA | 10 | 10 | 0.03% | 0.05% | 0.07% | Q1 2021 | Q2 2023 | 10 |
Numeric Investors LLC | 4 | 1 | 0.00% | 0.03% | 0.21% | Q3 2013 | Q4 2017 | 9 |
FIRST HAWAIIAN BANK | 6 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2023 | 9 |
Ellevest, Inc. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 9 |
JOHNSON INVESTMENT COUNSEL INC | 9 | 9 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Cairn Investment Group, Inc. | 9 | 9 | 0.26% | 0.50% | 0.87% | Q4 2019 | Q4 2021 | 9 |
Belpointe Asset Management LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q1 2023 | 9 |
SkyBridge Capital II, LLC | 9 | 9 | 3.00% | 3.64% | 4.39% | Q2 2017 | Q2 2019 | 9 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 6 | 3 | 0.36% | 1.22% | 2.01% | Q3 2018 | Q2 2022 | 9 |
A.R.T. Advisors, LLC | 3 | 1 | 0.02% | 0.17% | 0.38% | Q4 2013 | Q2 2019 | 9 |
DENALI ADVISORS LLC | 5 | 1 | 0.01% | 0.03% | 0.07% | Q3 2018 | Q3 2023 | 9 |
COOKE & BIELER LP | 9 | 9 | 0.14% | 0.60% | 0.92% | Q4 2017 | Q4 2019 | 9 |
Bangor Savings Bank | 9 | 9 | 0.02% | 0.07% | 0.10% | Q3 2021 | Q3 2023 | 9 |
NOVARE CAPITAL MANAGEMENT LLC | 9 | 9 | 0.64% | 0.77% | 0.99% | Q3 2021 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q2 2015 | 9 |
TimesSquare Capital Management, LLC | 9 | 9 | 0.38% | 0.72% | 0.98% | Q3 2014 | Q3 2016 | 9 |
Cumberland Partners Ltd | 9 | 9 | 0.09% | 0.20% | 0.35% | Q4 2020 | Q4 2022 | 9 |
SIRIOS CAPITAL MANAGEMENT L P | 9 | 9 | 1.22% | 2.46% | 5.09% | Q3 2020 | Q3 2022 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q4 2016 | 9 |
ABSHER WEALTH MANAGEMENT, LLC | 4 | 1 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 9 |
Versor Investments LP | 3 | 1 | 0.01% | 0.05% | 0.14% | Q3 2018 | Q3 2022 | 9 |
JT Stratford LLC | 9 | 9 | 0.21% | 0.47% | 0.80% | Q3 2021 | Q3 2023 | 9 |
HBK INVESTMENTS L P | 7 | 2 | 0.01% | 0.03% | 0.10% | Q3 2013 | Q4 2015 | 9 |
Stone Ridge Asset Management LLC | 9 | 9 | 0.05% | 0.09% | 0.13% | Q4 2017 | Q4 2019 | 9 |
CADENCE BANK NA | 9 | 9 | 0.09% | 0.11% | 0.15% | Q2 2020 | Q2 2022 | 9 |
Lingohr Asset Management GmbH | 6 | 3 | 0.34% | 0.89% | 1.14% | Q4 2016 | Q4 2019 | 9 |
McBroom & Associates, LLC | 9 | 9 | 0.21% | 0.26% | 0.31% | Q4 2021 | Q4 2023 | 9 |
GHP Investment Advisors, Inc. | 9 | 9 | 0.05% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Cetera Investment Advisers | 5 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 9 |
FLIPPIN BRUCE & PORTER INC | 9 | 9 | 0.77% | 1.14% | 1.49% | Q3 2017 | Q3 2019 | 9 |
Horrell Capital Management, Inc. | 9 | 9 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2015 | 9 |
CHICAGO EQUITY PARTNERS LLC | 4 | 2 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q1 2020 | 9 |
Jump Financial, LLC | 4 | 2 | 0.01% | 0.10% | 0.22% | Q4 2020 | Q3 2023 | 9 |
SCOTIA CAPITAL INC. | 7 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 9 |
Martin Capital Partners, LLC | 9 | 9 | 1.68% | 2.52% | 3.15% | Q4 2017 | Q4 2019 | 9 |
Truvvo Partners LLC | 9 | 9 | 0.27% | 0.36% | 0.50% | Q4 2015 | Q4 2017 | 9 |
West Coast Financial LLC | 9 | 9 | 0.66% | 0.85% | 1.04% | Q3 2021 | Q3 2023 | 9 |
SPROTT INC. | 9 | 9 | 0.08% | 0.73% | 1.40% | Q1 2017 | Q1 2019 | 9 |
Coatue Management | 7 | 1 | 0.01% | 0.06% | 0.42% | Q1 2018 | Q2 2022 | 9 |
Allen Capital Group, LLC | 9 | 9 | 0.06% | 0.14% | 0.21% | Q4 2017 | Q4 2019 | 9 |
FIDUCIARY TRUST INTERNATIONAL LLC | 7 | 1 | 0.06% | 0.14% | 0.17% | Q2 2013 | Q4 2016 | 9 |
DUALITY ADVISERS, LP | 2 | 1 | 0.06% | 0.29% | 0.75% | Q3 2019 | Q2 2023 | 9 |
PINNACLE ASSOCIATES LTD | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 9 |
Sciencast Management LP | 1 | 1 | 0.08% | 0.24% | 0.57% | Q2 2016 | Q2 2022 | 9 |
Insight Inv LLC | 8 | 8 | 0.64% | 1.27% | 2.40% | Q4 2021 | Q3 2023 | 8 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Lido Advisors, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Sumitomo Mitsui Trust Holdings, Inc. | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 8 |
Kore Private Wealth LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q4 2021 | 8 |
Clearstead Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 8 |
KEMPNER CAPITAL MANAGEMENT INC. | 6 | 2 | 0.64% | 1.50% | 2.12% | Q1 2017 | Q2 2022 | 8 |
First Command Bank | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 8 |
Calamos Advisors LLC | 7 | 1 | 0.01% | 0.27% | 0.45% | Q2 2013 | Q3 2015 | 8 |
First Command Financial Services, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 8 |
Jaffetilchin Investment Partners, LLC | 3 | 1 | 0.09% | 0.17% | 0.47% | Q2 2014 | Q3 2019 | 8 |
AVIVA PLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
Voss Capital, LLC | 8 | 8 | 1.11% | 4.73% | 9.11% | Q4 2021 | Q3 2023 | 8 |
Timber Hill LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2016 | 8 |
Beacon Pointe Advisors, LLC | 7 | 1 | 0.02% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Paragon Capital Management Ltd | 6 | 1 | 0.02% | 0.08% | 0.18% | Q3 2018 | Q3 2023 | 8 |
Alpha DNA Investment Management LLC | 8 | 8 | 0.55% | 0.84% | 0.99% | Q4 2020 | Q3 2022 | 8 |
6elm Capital LP | 5 | 3 | 4.16% | 7.93% | 12.27% | Q4 2020 | Q1 2023 | 8 |
Crosspoint Capital Strategies, LLC | 8 | 8 | 0.00% | 0.03% | 0.08% | Q4 2013 | Q3 2015 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.02% | 0.05% | Q3 2021 | Q2 2023 | 8 |
Sandy Spring Bank | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Lindenwold Advisors, INC | 8 | 8 | 0.22% | 0.37% | 0.47% | Q4 2021 | Q3 2023 | 8 |
Rock Creek Group, LP | 8 | 8 | 0.08% | 0.63% | 1.18% | Q4 2021 | Q3 2023 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.01% | 0.05% | 0.09% | Q4 2019 | Q3 2021 | 8 |
REGATTA CAPITAL GROUP, LLC | 8 | 8 | 0.48% | 0.59% | 0.74% | Q4 2021 | Q3 2023 | 8 |
HARTFORD INVESTMENT MANAGEMENT CO | 7 | 1 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2022 | 8 |
Davidson Capital Management Inc. | 8 | 8 | 0.00% | 0.21% | 0.75% | Q4 2021 | Q3 2023 | 8 |
BDO Wealth Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.04% | 0.09% | Q4 2021 | Q3 2023 | 8 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 8 |
RATIONAL ADVISORS LLC | 4 | 1 | 0.01% | 0.04% | 0.09% | Q1 2013 | Q3 2021 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
ThornTree Capital Partners LP | 8 | 8 | 2.98% | 5.26% | 7.55% | Q4 2020 | Q3 2022 | 8 |
KINGS POINT CAPITAL MANAGEMENT | 7 | 1 | 0.00% | 0.66% | 1.01% | Q2 2017 | Q1 2022 | 8 |
AFAM CAPITAL, INC. | 8 | 8 | 0.16% | 0.26% | 0.42% | Q4 2016 | Q3 2018 | 8 |
Martin Capital Advisors, LLP | 8 | 8 | 1.30% | 1.48% | 1.78% | Q4 2021 | Q3 2023 | 8 |
FOSTER & MOTLEY INC | 8 | 8 | 0.09% | 0.11% | 0.15% | Q4 2021 | Q3 2023 | 8 |
NORTHSTAR INVESTMENT ADVISORS LLC | 8 | 8 | 0.11% | 0.33% | 0.83% | Q3 2019 | Q2 2021 | 8 |
First Personal Financial Services | 6 | 2 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2019 | 8 |
Interval Partners, LP | 2 | 1 | 0.20% | 0.95% | 2.40% | Q3 2014 | Q2 2020 | 8 |
Jacobus Wealth Management, Inc. | 7 | 1 | 0.03% | 0.04% | 0.05% | Q3 2013 | Q3 2015 | 8 |
Krane Funds Advisors LLC | 7 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q4 2021 | 8 |
Cerity Partners LLC | 4 | 2 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 8 |
Sound Income Strategies, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
Y-Intercept (Hong Kong) Ltd | 4 | 1 | 0.05% | 0.17% | 0.30% | Q4 2020 | Q2 2023 | 8 |
TFG Advisers LLC | 8 | 8 | 0.11% | 0.13% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Vontobel Holding Ltd. | 6 | 2 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q2 2023 | 8 |
CSS LLC/IL | 4 | 3 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 8 |
Confluence Wealth Services, Inc. | 8 | 8 | 0.05% | 0.14% | 0.47% | Q4 2021 | Q3 2023 | 8 |
Tidal Investments LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Sonora Investment Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Alaethes Wealth LLC | 8 | 8 | 0.50% | 0.56% | 0.61% | Q3 2021 | Q2 2023 | 8 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.05% | 0.17% | Q3 2013 | Q1 2021 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
PITCAIRN CO | 8 | 8 | 0.02% | 0.04% | 0.10% | Q2 2021 | Q1 2023 | 8 |
COLONY GROUP LLC | 3 | 2 | 0.00% | 0.02% | 0.03% | Q2 2014 | Q4 2016 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.04% | 0.26% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Trust Investment Advisors | 8 | 8 | 1.13% | 1.24% | 1.34% | Q3 2017 | Q2 2019 | 8 |
Castleview Partners, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 8 |
NumerixS Investment Technologies Inc | 2 | 1 | 0.04% | 0.11% | 0.22% | Q4 2014 | Q1 2020 | 8 |
Silver Lake Advisory, LLC | 7 | 1 | 1.44% | 2.29% | 2.80% | Q2 2016 | Q2 2018 | 8 |
GREAT LAKES ADVISORS, LLC | 4 | 1 | 0.00% | 0.08% | 0.27% | Q2 2017 | Q3 2023 | 8 |
CAPSTONE INVESTMENT ADVISORS, LLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q2 2022 | 8 |
Princeton Global Asset Management LLC | 8 | 8 | 0.00% | 0.04% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Roberts Wealth Advisors, LLC | 8 | 8 | 0.46% | 0.55% | 0.76% | Q4 2021 | Q3 2023 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Amundi | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 8 |
MENTA CAPITAL LLC | 4 | 1 | 0.05% | 0.14% | 0.22% | Q2 2014 | Q2 2019 | 7 |
BB&T SECURITIES, LLC | 5 | 2 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2017 | 7 |
Cunning Capital Partners, LP | 7 | 7 | 0.95% | 1.04% | 1.23% | Q1 2022 | Q3 2023 | 7 |
Quantitative Systematic Strategies LLC | 2 | 1 | 0.08% | 0.22% | 0.50% | Q4 2014 | Q2 2020 | 7 |
Donoghue Forlines LLC | 3 | 1 | 0.04% | 0.19% | 0.46% | Q2 2018 | Q1 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2021 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Western Wealth Management, LLC | 7 | 7 | 0.02% | 0.05% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Prairiewood Capital, LLC | 7 | 7 | 0.34% | 0.37% | 0.40% | Q1 2022 | Q3 2023 | 7 |
Kavar Capital Partners, LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q2 2018 | 7 |
ATLAS CAPITAL ADVISORS LLC | 6 | 1 | 0.00% | 0.01% | 0.08% | Q1 2021 | Q3 2023 | 7 |
STOCK YARDS BANK & TRUST CO | 7 | 7 | 0.01% | 0.38% | 0.85% | Q1 2022 | Q3 2023 | 7 |
Calamos Wealth Management LLC | 7 | 7 | 0.26% | 0.29% | 0.33% | Q2 2013 | Q4 2014 | 7 |
ARMISTICE CAPITAL, LLC | 3 | 1 | 0.01% | 0.72% | 1.90% | Q1 2017 | Q1 2023 | 7 |
CITIZENS FINANCIAL GROUP INC/RI | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2023 | 7 |
JUPITER ASSET MANAGEMENT LTD | 4 | 3 | 0.03% | 0.19% | 0.41% | Q2 2021 | Q2 2023 | 7 |
DENVER INVESTMENT ADVISORS LLC | 7 | 7 | 0.30% | 0.47% | 0.58% | Q3 2016 | Q1 2018 | 7 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
TOBAM | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
Squar Milner Financial Services LLC | 7 | 7 | 0.00% | 0.03% | 0.11% | Q2 2018 | Q4 2019 | 7 |
Euclidean Technologies Management, LLC | 5 | 2 | 0.18% | 0.89% | 1.32% | Q1 2018 | Q4 2021 | 7 |
U S GLOBAL INVESTORS INC | 3 | 1 | 0.03% | 0.22% | 0.60% | Q1 2016 | Q2 2023 | 7 |
Dynamic Capital Management Ltd | 2 | 1 | 0.08% | 0.35% | 0.79% | Q3 2013 | Q3 2018 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Wakefield Asset Management LLLP | 7 | 7 | 0.42% | 0.69% | 0.91% | Q1 2021 | Q3 2022 | 7 |
MorganRosel Wealth Management, LLC | 7 | 7 | 0.49% | 0.58% | 0.68% | Q2 2020 | Q4 2021 | 7 |
First Dallas Securities Inc. | 7 | 7 | 0.18% | 0.44% | 0.67% | Q3 2021 | Q1 2023 | 7 |
Asio Capital, LLC | 7 | 7 | 0.32% | 0.57% | 0.75% | Q4 2021 | Q2 2023 | 7 |
CLINTON GROUP INC | 3 | 1 | 0.02% | 0.10% | 0.16% | Q4 2014 | Q2 2017 | 7 |
Glenview Trust Co | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Magnetar Financial LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2021 | 7 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 6 | 1 | 0.01% | 0.05% | 0.26% | Q2 2013 | Q3 2015 | 7 |
ATTICUS WEALTH MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.00% | 0.02% | Q3 2021 | Q3 2023 | 7 |
Barrett Asset Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Occidental Asset Management, LLC | 6 | 1 | 0.05% | 0.12% | 0.16% | Q3 2017 | Q3 2023 | 7 |
Ridgewood Investments LLC | 5 | 2 | 0.03% | 0.22% | 0.35% | Q1 2018 | Q2 2023 | 7 |
Prospera Financial Services Inc | 4 | 1 | 0.01% | 0.03% | 0.07% | Q3 2020 | Q3 2023 | 7 |
SRS Capital Advisors, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
MOODY ALDRICH PARTNERS LLC | 5 | 1 | 0.14% | 0.29% | 0.45% | Q1 2021 | Q3 2023 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q4 2014 | 7 |
Hartford Financial Management Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 7 |
Princeton Alpha Management LP | 4 | 1 | 0.09% | 0.25% | 0.44% | Q4 2013 | Q1 2017 | 7 |
DDD Partners, LLC | 7 | 7 | 1.78% | 2.78% | 4.10% | Q4 2017 | Q2 2019 | 7 |
BHF Kleinwort Benson Group S.A. | 4 | 1 | 0.00% | 0.02% | 0.08% | Q1 2014 | Q1 2016 | 7 |
BURNEY CO/ | 7 | 7 | 0.02% | 0.20% | 0.48% | Q1 2022 | Q3 2023 | 7 |
KING LUTHER CAPITAL MANAGEMENT CORP | 5 | 2 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2021 | 7 |
REYNOLDS CAPITAL MANAGEMENT LLC | 5 | 2 | 0.24% | 0.28% | 0.32% | Q2 2013 | Q2 2015 | 7 |
CIGNA INVESTMENTS INC /NEW | 7 | 7 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q4 2021 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Connacht Asset Management LP | 6 | 1 | 0.52% | 0.69% | 1.07% | Q1 2021 | Q2 2023 | 7 |
Willingdon Wealth Management | 7 | 7 | 0.01% | 0.60% | 0.92% | Q2 2016 | Q4 2017 | 7 |
CKW FINANCIAL GROUP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2015 | 7 |
LRT Capital Management, LLC | 7 | 7 | 1.56% | 2.39% | 3.43% | Q1 2022 | Q3 2023 | 7 |
SVB WEALTH LLC | 5 | 2 | 0.00% | 0.15% | 0.37% | Q3 2016 | Q3 2022 | 7 |
Monument Capital Management | 7 | 7 | 0.44% | 0.60% | 0.87% | Q1 2021 | Q3 2022 | 7 |
Savior LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 7 |
ARROW FINANCIAL CORP | 7 | 7 | 0.18% | 0.20% | 0.22% | Q1 2014 | Q3 2015 | 7 |
HARBOUR INVESTMENTS, INC. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 7 |
Oxler Private Wealth LLC | 7 | 7 | 0.16% | 0.20% | 0.23% | Q3 2021 | Q1 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q4 2022 | 7 |
ClariVest Asset Management LLC | 4 | 3 | 0.00% | 0.06% | 0.12% | Q1 2015 | Q1 2022 | 7 |
GATEWAY INVESTMENT ADVISERS LLC | 5 | 1 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 6 |
Kovitz Investment Group Partners, LLC | 6 | 6 | 0.07% | 0.09% | 0.10% | Q4 2018 | Q1 2020 | 6 |
MERITAGE PORTFOLIO MANAGEMENT | 6 | 6 | 0.47% | 0.53% | 0.61% | Q2 2022 | Q3 2023 | 6 |
Glassy Mountain Advisors, Inc. | 3 | 1 | 1.86% | 2.27% | 2.76% | Q4 2021 | Q3 2023 | 6 |
Cooper Financial Group | 6 | 6 | 0.08% | 0.09% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Regal Investment Advisors LLC | 5 | 1 | 0.01% | 0.57% | 0.82% | Q2 2013 | Q2 2017 | 6 |
MOTCO | 6 | 6 | 0.01% | 0.32% | 0.47% | Q3 2015 | Q4 2016 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 1.29% | 1.56% | 2.09% | Q2 2022 | Q3 2023 | 6 |
Banque Cantonale Vaudoise | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Apriem Advisors | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2017 | 6 |
ZACKS INVESTMENT MANAGEMENT | 5 | 1 | 0.02% | 0.04% | 0.05% | Q2 2014 | Q3 2022 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 3 | 1 | 0.01% | 0.05% | 0.14% | Q1 2014 | Q2 2017 | 6 |
Hodges Capital Management Inc. | 6 | 6 | 0.08% | 0.19% | 0.28% | Q3 2021 | Q4 2022 | 6 |
Financial Management Professionals, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 6 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
TOMPKINS FINANCIAL CORP | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2020 | 6 |
Tweedy, Browne Co LLC | 6 | 6 | 0.21% | 0.30% | 0.38% | Q4 2016 | Q1 2018 | 6 |
Graham Capital Management, L.P. | 4 | 2 | 0.01% | 0.05% | 0.20% | Q4 2021 | Q3 2023 | 6 |
CIBC Private Wealth Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 6 |
WESTERN FINANCIAL Corp | 6 | 6 | 0.30% | 0.42% | 0.51% | Q4 2020 | Q1 2022 | 6 |
Parkwood LLC | 4 | 2 | 0.03% | 0.05% | 0.06% | Q4 2015 | Q2 2017 | 6 |
CSat Investment Advisory, L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
Echo Street Capital Management LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 6 |
Moisand Fitzgerald Tamayo, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Berman Capital Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 6 |
HighPoint Advisor Group LLC | 4 | 1 | 0.02% | 0.88% | 2.14% | Q1 2015 | Q3 2021 | 6 |
RITHOLTZ WEALTH MANAGEMENT | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2022 | 6 |
CRAMER ROSENTHAL MCGLYNN LLC | 6 | 6 | 0.00% | 0.31% | 1.23% | Q2 2013 | Q3 2014 | 6 |
JENSEN INVESTMENT MANAGEMENT INC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 6 |
AVANTAX ADVISORY SERVICES, INC. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 6 |
DALTON GREINER HARTMAN MAHER & CO | 4 | 2 | 0.40% | 0.68% | 0.97% | Q3 2017 | Q1 2021 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Migdal Insurance & Financial Holdings Ltd. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 6 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 6 | 6 | 0.31% | 0.35% | 0.38% | Q1 2022 | Q2 2023 | 6 |
RS INVESTMENT MANAGEMENT CO LLC | 6 | 6 | 0.10% | 0.17% | 0.28% | Q2 2013 | Q3 2014 | 6 |
STEPHENS INC /AR/ | 4 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2020 | 6 |
Redwood Investment Management, LLC | 5 | 1 | 0.16% | 0.20% | 0.27% | Q1 2021 | Q3 2022 | 6 |
Invictus RG Pte. Ltd. | 3 | 3 | 0.13% | 0.26% | 0.40% | Q2 2013 | Q4 2014 | 6 |
Index Management Solutions, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q3 2015 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
FIDUCIARY MANAGEMENT ASSOCIATES LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q3 2014 | Q4 2015 | 6 |
LMR Partners LLP | 3 | 1 | 0.07% | 0.34% | 0.83% | Q1 2015 | Q3 2022 | 6 |
Quantamental Technologies LLC | 2 | 1 | 0.09% | 0.18% | 0.25% | Q4 2018 | Q3 2023 | 6 |
JGP Wealth Management, LLC | 6 | 6 | 0.11% | 0.12% | 0.15% | Q2 2022 | Q3 2023 | 6 |
Winfield Associates, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2017 | 6 |
Bowling Portfolio Management LLC | 6 | 6 | 0.20% | 0.34% | 0.47% | Q3 2020 | Q4 2021 | 6 |
IMA Wealth, Inc. | 6 | 6 | 0.11% | 0.12% | 0.13% | Q2 2014 | Q3 2015 | 6 |
Horizon Investment Services, LLC | 6 | 6 | 0.36% | 1.31% | 2.28% | Q3 2020 | Q4 2021 | 6 |
Lumina Fund Management LLC | 6 | 6 | 0.19% | 0.24% | 0.31% | Q1 2022 | Q2 2023 | 6 |
Desjardins Global Asset Management Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SEI TRUST CO | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
NATIXIS | 4 | 1 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2022 | 6 |
Acrospire Investment Management LLC | 6 | 6 | 0.02% | 0.05% | 0.09% | Q1 2016 | Q2 2017 | 6 |
Sutton Wealth Advisors Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 6 |
SkyOak Wealth, LLC | 3 | 3 | 0.06% | 0.07% | 0.10% | Q1 2021 | Q3 2023 | 6 |
PRICE MICHAEL F | 6 | 6 | 0.38% | 0.46% | 0.56% | Q4 2017 | Q1 2019 | 6 |
LINCOLN NATIONAL CORP | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2020 | 6 |
New Vernon Capital Holdings II LLC | 6 | 6 | 0.19% | 0.25% | 0.40% | Q2 2022 | Q3 2023 | 6 |
Soltis Investment Advisors LLC | 6 | 6 | 0.10% | 0.28% | 0.61% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 6 | 6 | 0.38% | 0.44% | 0.49% | Q2 2022 | Q3 2023 | 6 |
Dana Investment Advisors, Inc. | 6 | 6 | 0.04% | 0.05% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Quotient Investors, LLC | 6 | 6 | 0.09% | 0.14% | 0.20% | Q3 2014 | Q4 2015 | 6 |
TRUSTCORE FINANCIAL SERVICES, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Blueshift Asset Management, LLC | 2 | 1 | 0.02% | 0.15% | 0.46% | Q1 2019 | Q4 2022 | 6 |
Rosenberg Matthew Hamilton | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
OCCUDO QUANTITATIVE STRATEGIES LP | 2 | 1 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 6 |
DREMAN VALUE MANAGEMENT, L L C | 6 | 6 | 0.01% | 0.07% | 0.17% | Q4 2016 | Q1 2018 | 6 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Warther Private Wealth, LLC | 6 | 6 | 0.34% | 0.52% | 0.68% | Q2 2021 | Q3 2022 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 6 | 0.22% | 0.24% | 0.27% | Q2 2022 | Q3 2023 | 6 |
300 NORTH CAPITAL, LLC | 6 | 6 | 0.59% | 0.82% | 0.97% | Q4 2013 | Q1 2015 | 6 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.01% | 0.12% | 0.31% | Q2 2015 | Q3 2023 | 6 |
CHEMICAL BANK | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2017 | Q3 2018 | 6 |
THOMPSON DAVIS & CO., INC. | 3 | 3 | 0.00% | 0.30% | 0.69% | Q3 2014 | Q3 2017 | 6 |
Whitegate Investment Counselors, Inc. | 5 | 5 | 0.40% | 0.49% | 0.54% | Q1 2017 | Q1 2018 | 5 |
Hudson Bay Capital Management LP | 3 | 1 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 5 |
NKCFO LLC | 4 | 1 | 0.01% | 0.03% | 0.08% | Q1 2021 | Q4 2022 | 5 |
NEW AMSTERDAM PARTNERS LLC/NY | 5 | 5 | 0.49% | 0.69% | 1.00% | Q3 2016 | Q3 2017 | 5 |
Nine Chapters Capital Management LLC | 4 | 1 | 0.06% | 0.33% | 0.77% | Q3 2013 | Q4 2014 | 5 |
Holowesko Partners Ltd. | 5 | 5 | 2.09% | 3.31% | 4.82% | Q4 2016 | Q4 2017 | 5 |
Lombard Odier Asset Management (USA) Corp | 2 | 1 | 0.03% | 0.39% | 1.02% | Q2 2014 | Q4 2019 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Triangle Securities Wealth Management | 5 | 5 | 0.19% | 0.31% | 0.42% | Q1 2022 | Q1 2023 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
L2 Asset Management, LLC | 5 | 5 | 0.42% | 0.97% | 1.64% | Q1 2021 | Q1 2022 | 5 |
Perella Weinberg Partners Capital Management LP | 5 | 5 | 0.02% | 0.06% | 0.11% | Q1 2017 | Q1 2018 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 5 |
I.G. INVESTMENT MANAGEMENT, LTD. | 4 | 1 | 0.00% | 0.05% | 0.07% | Q3 2015 | Q2 2017 | 5 |
Motley Fool Wealth Management, LLC | 5 | 5 | 0.20% | 0.22% | 0.26% | Q1 2015 | Q1 2016 | 5 |
Artemis Investment Management LLP | 5 | 5 | 0.01% | 0.08% | 0.15% | Q2 2019 | Q2 2020 | 5 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Stux Capital Management, LLC | 5 | 5 | 0.05% | 0.11% | 0.17% | Q2 2013 | Q2 2014 | 5 |
MANNING & NAPIER ADVISORS LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 5 |
King Wealth Management Group | 4 | 1 | 0.07% | 0.12% | 0.18% | Q4 2020 | Q1 2022 | 5 |
Ascent Group, LLC | 4 | 1 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 5 |
VALLEY WEALTH MANAGERS, INC. | 4 | 1 | 0.00% | 0.04% | 0.08% | Q2 2016 | Q2 2022 | 5 |
GW HENSSLER & ASSOCIATES LTD | 5 | 5 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q1 2020 | 5 |
TCW GROUP INC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q2 2021 | 5 |
SeaCrest Wealth Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2022 | 5 |
Sequoia Financial Advisors, LLC | 4 | 1 | 0.02% | 0.36% | 0.52% | Q2 2017 | Q4 2019 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.54% | 0.69% | 1.02% | Q3 2022 | Q3 2023 | 5 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2021 | 5 |
PHYSICIANS FINANCIAL SERVICES, INC. | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2015 | Q4 2016 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Intersect Capital LLC | 5 | 5 | 0.07% | 0.09% | 0.13% | Q2 2021 | Q2 2022 | 5 |
WESBANCO BANK INC | 5 | 5 | 0.08% | 0.14% | 0.19% | Q1 2015 | Q1 2016 | 5 |
Harfst & Associates, Inc. | 5 | 5 | 0.29% | 0.34% | 0.38% | Q1 2022 | Q1 2023 | 5 |
SMITH ASSET MANAGEMENT GROUP LP | 5 | 5 | 0.05% | 0.32% | 0.53% | Q2 2020 | Q2 2021 | 5 |
MEITAV INVESTMENT HOUSE LTD | 5 | 5 | 0.06% | 0.07% | 0.09% | Q4 2017 | Q4 2018 | 5 |
PFS INVESTMENTS INC. | 5 | 5 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 5 |
Atom Investors LP | 2 | 1 | 0.06% | 0.10% | 0.15% | Q4 2018 | Q2 2022 | 5 |
Corient Capital Partners, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
Sheaff Brock Investment Advisors, LLC | 5 | 5 | 0.36% | 0.43% | 0.49% | Q3 2021 | Q3 2022 | 5 |
Cresset Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
BUCKINGHAM CAPITAL MANAGEMENT INC | 2 | 1 | 0.61% | 1.04% | 1.50% | Q4 2013 | Q3 2018 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q2 2019 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Navalign, LLC | 5 | 5 | 0.10% | 0.21% | 0.31% | Q1 2021 | Q1 2022 | 5 |
Forward Management, LLC | 5 | 5 | 0.01% | 0.03% | 0.03% | Q4 2015 | Q4 2016 | 5 |
GILDER GAGNON HOWE & CO LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 5 |
Red Tortoise LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 5 |
BlackRock Japan Co. Ltd | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 5 |
Great Diamond Partners, LLC | 5 | 5 | 0.44% | 0.47% | 0.54% | Q4 2020 | Q4 2021 | 5 |
SHEETS SMITH WEALTH MANAGEMENT | 5 | 5 | 0.20% | 0.36% | 0.58% | Q3 2022 | Q3 2023 | 5 |
ANALYTIC INVESTORS, LLC | 2 | 1 | 0.02% | 0.09% | 0.14% | Q3 2013 | Q3 2016 | 5 |
Newbridge Financial Services Group, Inc. | 3 | 2 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 5 |
Artemis Wealth Advisors, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
BANK OF NOVA SCOTIA | 2 | 1 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q2 2023 | 5 |
JEPPSON WEALTH MANAGEMENT, LLC | 4 | 1 | 0.09% | 0.11% | 0.14% | Q2 2022 | Q3 2023 | 5 |
Cadence Bank | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Century Capital Management, LLC | 5 | 5 | 0.04% | 0.55% | 0.88% | Q1 2015 | Q1 2016 | 5 |
Aquatic Capital Management LLC | 4 | 1 | 0.13% | 0.19% | 0.29% | Q4 2021 | Q1 2023 | 5 |
BNP Paribas Asset Management Holding S.A. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 5 |
Ergoteles LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q2 2023 | 5 |
COMERICA SECURITIES,INC. | 4 | 1 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q4 2022 | 5 |
Tyvor Capital LLC | 1 | 1 | 0.25% | 1.04% | 2.50% | Q3 2015 | Q2 2018 | 5 |
New England Research & Management, Inc. | 3 | 2 | 0.23% | 0.29% | 0.37% | Q3 2015 | Q1 2022 | 5 |
Kiltearn Partners LLP | 5 | 5 | 1.20% | 1.44% | 1.70% | Q2 2017 | Q2 2018 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Avior Wealth Management, LLC | 4 | 1 | 0.00% | 0.02% | 0.02% | Q3 2021 | Q1 2023 | 5 |
M. Kulyk & Associates, LLC | 5 | 5 | 0.70% | 0.88% | 1.27% | Q3 2022 | Q3 2023 | 5 |
1832 Asset Management L.P. | 3 | 2 | 0.00% | 0.06% | 0.15% | Q3 2016 | Q1 2021 | 5 |
Alaska Permanent Fund Corp | 3 | 2 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 5 |
Arkadios Wealth Advisors | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 5 |
CIBC BANK USA | 4 | 1 | 0.04% | 0.05% | 0.07% | Q3 2013 | Q4 2014 | 5 |
HBK Sorce Advisory LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
HL FINANCIAL SERVICES LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q1 2018 | 5 |
Omnia Family Wealth, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2018 | 5 |
Clearstead Trust, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Sargent Bickham Lagudis LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Kingsview Wealth Management, LLC | 3 | 2 | 0.05% | 0.11% | 0.18% | Q2 2021 | Q3 2023 | 5 |
WASHINGTON TRUST BANK | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2016 | 5 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 5 |
Mechanics Financial Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CARLSON CAPITAL L P | 4 | 1 | 0.12% | 0.90% | 1.45% | Q4 2014 | Q1 2021 | 5 |
NorthCoast Asset Management LLC | 5 | 5 | 0.04% | 0.17% | 0.52% | Q3 2020 | Q3 2021 | 5 |
SG3 Management, LLC | 2 | 1 | 0.01% | 0.09% | 0.23% | Q1 2019 | Q1 2022 | 5 |
Brand Asset Management Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2019 | 5 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 2 | 0.03% | 0.09% | 0.15% | Q4 2016 | Q3 2023 | 5 |
Joseph P. Lucia & Associates, LLC | 5 | 5 | 0.04% | 0.07% | 0.10% | Q2 2019 | Q2 2020 | 5 |
Archer Investment Corp | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 4 |
WEDBUSH SECURITIES INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Simplicity Solutions, LLC | 2 | 1 | 0.02% | 0.04% | 0.08% | Q4 2015 | Q1 2021 | 4 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 4 |
Tredje AP-fonden | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Pinkerton Retirement Specialists, LLC | 3 | 1 | 0.01% | 0.05% | 0.14% | Q2 2016 | Q3 2022 | 4 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2017 | 4 |
Hook Mill Capital Partners, LP | 4 | 4 | 5.92% | 7.49% | 8.64% | Q4 2022 | Q3 2023 | 4 |
ETRADE Capital Management LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q1 2018 | 4 |
SHINE INVESTMENT ADVISORY SERVICES INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Copeland Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
EMERALD MUTUAL FUND ADVISERS TRUST | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Hexagon Capital Partners LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Ardmore Road Asset Management LP | 3 | 1 | 0.93% | 5.71% | 10.42% | Q1 2022 | Q1 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Roberts Capital Advisors, LLC | 4 | 4 | 0.45% | 0.47% | 0.51% | Q4 2021 | Q3 2022 | 4 |
Standard Family Office LLC | 3 | 1 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2022 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Atria Investments, Inc | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q3 2018 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 0.77% | 0.93% | 1.15% | Q4 2022 | Q3 2023 | 4 |
BAILARD, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 4 |
Alliance Wealth Advisors, LLC /UT | 4 | 4 | 0.18% | 0.23% | 0.25% | Q4 2022 | Q3 2023 | 4 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.34% | 1.31% | Q2 2013 | Q1 2018 | 4 |
RAYMOND JAMES TRUST N.A. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
361 CAPITAL LLC | 3 | 1 | 0.11% | 0.13% | 0.15% | Q3 2018 | Q3 2019 | 4 |
Elevated Capital Advisors, LLC | 4 | 4 | 0.14% | 0.16% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Airain ltd | 3 | 1 | 0.04% | 0.11% | 0.21% | Q4 2015 | Q1 2017 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Strategic Capital Group LLC | 4 | 4 | 0.01% | 0.52% | 1.16% | Q2 2013 | Q1 2014 | 4 |
WealthTrust-Arizona, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q4 2017 | 4 |
Folger Hill Asset Management LP | 4 | 4 | 0.04% | 0.16% | 0.43% | Q4 2016 | Q3 2017 | 4 |
Capula Management Ltd | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Delphi Private Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2017 | 4 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 4 |
Riverview Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 4 |
Lombard Odier Asset Management (Switzerland) SA | 4 | 4 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q1 2023 | 4 |
K.J. Harrison & Partners Inc | 4 | 4 | 0.20% | 0.31% | 0.42% | Q2 2016 | Q1 2017 | 4 |
OXFORD ASSET MANAGEMENT LLP | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q4 2019 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.03% | 0.09% | 0.16% | Q4 2022 | Q3 2023 | 4 |
CADIAN CAPITAL MANAGEMENT, LP | 4 | 4 | 0.02% | 0.53% | 1.00% | Q4 2014 | Q3 2015 | 4 |
Itau Unibanco Holding S.A. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Centric Wealth Management | 3 | 1 | 0.51% | 0.63% | 0.80% | Q4 2019 | Q3 2023 | 4 |
KANALY TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2016 | 4 |
Perkins Investment Management, LLC | 4 | 4 | 0.02% | 0.46% | 0.85% | Q2 2016 | Q1 2017 | 4 |
AlphaMark Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Polianta Ltd | 3 | 1 | 0.57% | 0.63% | 0.72% | Q4 2016 | Q4 2020 | 4 |
Cortina Asset Management, LLC | 4 | 4 | 0.23% | 0.25% | 0.28% | Q1 2018 | Q4 2018 | 4 |
Realta Investment Advisors | 4 | 4 | 0.04% | 0.07% | 0.12% | Q1 2019 | Q4 2019 | 4 |
Petrus Trust Company, LTA | 4 | 4 | 0.05% | 0.06% | 0.08% | Q1 2016 | Q4 2016 | 4 |
Roundview Capital LLC | 2 | 2 | 0.03% | 0.06% | 0.10% | Q3 2017 | Q3 2022 | 4 |
MRP Capital Investments, LLC | 4 | 4 | 0.85% | 1.04% | 1.23% | Q4 2022 | Q3 2023 | 4 |
EVERGREEN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 4 |
MainStreet Investment Advisors LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
AdvisorShares Investments LLC | 2 | 2 | 0.10% | 0.11% | 0.13% | Q3 2022 | Q3 2023 | 4 |
Employees Retirement System of Texas | 3 | 1 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q2 2014 | 4 |
NAVELLIER & ASSOCIATES INC | 4 | 4 | 0.60% | 0.68% | 0.75% | Q1 2021 | Q4 2021 | 4 |
Jupiter Investment Management Ltd | 1 | 1 | 0.00% | 0.03% | 0.10% | Q1 2015 | Q2 2019 | 4 |
Advisors Preferred, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 4 |
American Trust | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
SILVERLAKE WEALTH MANAGEMENT LLC | 4 | 4 | 0.14% | 0.15% | 0.17% | Q4 2021 | Q3 2022 | 4 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.07% | 0.24% | Q1 2019 | Q1 2021 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 4 |
Stratos Wealth Advisors, LLC | 3 | 1 | 0.03% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 4 |
COMMONWEALTH BANK OF AUSTRALIA | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2019 | 4 |
Menard Financial Group LLC | 4 | 4 | 0.53% | 0.63% | 0.72% | Q1 2021 | Q4 2021 | 4 |
Calixto Global Investors, LP | 4 | 4 | 6.54% | 8.45% | 10.32% | Q1 2021 | Q4 2021 | 4 |
FORA Capital, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q1 2023 | 4 |
KENNEDY CAPITAL MANAGEMENT LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2016 | Q3 2017 | 4 |
tru Independence LLC | 4 | 4 | 0.00% | 0.07% | 0.13% | Q2 2020 | Q1 2021 | 4 |
Granite Investment Partners, LLC | 4 | 4 | 0.85% | 1.27% | 1.55% | Q2 2013 | Q1 2014 | 4 |
Quarry LP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.15% | 0.21% | 0.23% | Q1 2018 | Q4 2018 | 4 |
CFO4Life Group, LLC | 4 | 4 | 0.13% | 0.15% | 0.20% | Q3 2020 | Q2 2021 | 4 |
HEARTLAND ADVISORS INC | 4 | 4 | 0.22% | 0.38% | 0.45% | Q1 2018 | Q4 2018 | 4 |
Manning & Napier Group, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q1 2022 | 4 |
Brookfield Asset Management | 1 | 1 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q4 2022 | 4 |
Kelman-Lazarov, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
Connor, Clark & Lunn Investment Management Ltd. | 3 | 1 | 0.00% | 0.03% | 0.06% | Q3 2022 | Q3 2023 | 4 |
JONES FINANCIAL COMPANIES LLLP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
WEALTHFRONT Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.01% | 0.07% | 0.11% | Q2 2013 | Q1 2014 | 4 |
Rehmann Capital Advisory Group | 3 | 1 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2019 | 4 |
Spark Investment Management LLC | 2 | 1 | 0.12% | 0.17% | 0.25% | Q4 2015 | Q1 2019 | 4 |
THOMPSON SIEGEL & WALMSLEY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Lakewood Asset Management LLC | 4 | 4 | 1.37% | 1.54% | 1.86% | Q4 2022 | Q3 2023 | 4 |
STEADFAST CAPITAL MANAGEMENT LP | 3 | 1 | 1.33% | 1.46% | 1.56% | Q1 2016 | Q3 2023 | 4 |
Triatomic Management LP | 4 | 4 | 0.54% | 0.70% | 0.82% | Q2 2022 | Q1 2023 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.16% | 0.28% | 0.43% | Q4 2022 | Q3 2023 | 4 |
REGENTATLANTIC CAPITAL LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2021 | 4 |
Centiva Capital, LP | 2 | 1 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q2 2023 | 4 |
Contrarius Investment Management Ltd | 4 | 4 | 0.38% | 0.44% | 0.48% | Q4 2017 | Q3 2018 | 4 |
Assured Investment Management LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q1 2019 | 4 |
ROTHSCHILD INVESTMENT LLC /IL | 4 | 4 | 0.03% | 0.05% | 0.07% | Q3 2016 | Q2 2017 | 4 |
Crewe Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Capital Advisory Group Advisory Services, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q1 2022 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Distillate Capital Partners LLC | 4 | 4 | 0.63% | 0.72% | 0.91% | Q4 2021 | Q3 2022 | 4 |
ALLSTATE CORP | 4 | 4 | 0.24% | 0.26% | 0.30% | Q1 2015 | Q4 2015 | 4 |
PHILADELPHIA TRUST CO | 3 | 1 | 0.02% | 0.10% | 0.33% | Q2 2013 | Q3 2014 | 4 |
Moloney Securities Asset Management, LLC | 4 | 4 | 0.17% | 0.18% | 0.20% | Q4 2016 | Q3 2017 | 4 |
Truvestments Capital LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2019 | 4 |
NewSquare Capital LLC | 3 | 1 | 0.00% | 0.29% | 0.42% | Q1 2021 | Q3 2022 | 4 |
INTEGRATED WEALTH COUNSEL, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Beaumont Asset Management, L.L.C. | 4 | 4 | 0.38% | 0.45% | 0.58% | Q4 2022 | Q3 2023 | 4 |
TILIA FIDUCIARY PARTNERS, INC. | 2 | 2 | 0.02% | 0.48% | 1.16% | Q4 2021 | Q3 2023 | 4 |
FIRST NATIONAL BANK SIOUX FALLS | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2015 | Q3 2016 | 4 |
One Wealth Advisors, LLC | 4 | 4 | 0.07% | 0.09% | 0.11% | Q2 2021 | Q1 2022 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MCF Advisors LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2011 | Q2 2020 | 4 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.04% | 0.08% | Q3 2015 | Q1 2019 | 4 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 4 | 4 | 0.04% | 0.08% | 0.12% | Q4 2022 | Q3 2023 | 4 |
EVOKE WEALTH, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
TRUE Private Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Kovack Advisors, Inc. | 4 | 4 | 0.10% | 0.12% | 0.15% | Q1 2017 | Q4 2017 | 4 |
Iron Horse Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Ascent Wealth Partners, LLC | 4 | 4 | 0.17% | 0.18% | 0.19% | Q2 2016 | Q1 2017 | 4 |
CHICAGO TRUST Co NA | 4 | 4 | 0.06% | 0.07% | 0.07% | Q2 2021 | Q1 2022 | 4 |
Destiny Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Wambolt & Associates, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q2 2021 | Q4 2021 | 3 |
EVEXIA WEALTH LLC | 3 | 3 | 3.20% | 3.29% | 3.46% | Q1 2023 | Q3 2023 | 3 |
CWH Capital Management, Inc. | 3 | 3 | 0.12% | 0.17% | 0.23% | Q2 2020 | Q4 2020 | 3 |
SYMONS CAPITAL MANAGEMENT INC | 3 | 3 | 2.48% | 2.59% | 2.79% | Q4 2017 | Q2 2018 | 3 |
1834 INVESTMENT ADVISORS CO | 3 | 3 | 0.07% | 0.29% | 0.69% | Q1 2023 | Q3 2023 | 3 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.06% | 0.15% | 0.24% | Q1 2023 | Q3 2023 | 3 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.02% | 0.27% | 0.73% | Q2 2015 | Q2 2022 | 3 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 3 | 3 | 0.11% | 0.14% | 0.20% | Q4 2022 | Q2 2023 | 3 |
Chicago Partners Investment Group LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Delphia (USA) Inc. | 2 | 1 | 0.17% | 0.25% | 0.34% | Q1 2022 | Q1 2023 | 3 |
SYMPHONY ASSET MANAGEMENT LLC | 2 | 1 | 0.05% | 0.07% | 0.08% | Q2 2013 | Q4 2014 | 3 |
Santa Fe Partners LLC | 1 | 1 | 0.47% | 0.49% | 0.50% | Q4 2013 | Q2 2015 | 3 |
DSAM Partners (London) Ltd | 1 | 1 | 0.14% | 1.23% | 3.39% | Q1 2014 | Q3 2018 | 3 |
Corton Capital Inc. | 2 | 1 | 0.12% | 0.17% | 0.21% | Q1 2022 | Q1 2023 | 3 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.08% | 0.25% | Q4 2018 | Q3 2023 | 3 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
MQS Management LLC | 3 | 3 | 0.17% | 0.24% | 0.32% | Q2 2022 | Q4 2022 | 3 |
Alpha Paradigm Partners, LLC | 3 | 3 | 0.19% | 0.20% | 0.23% | Q4 2021 | Q2 2022 | 3 |
Costello Asset Management, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
OmniStar Financial Group, Inc. | 3 | 3 | 0.29% | 0.32% | 0.36% | Q2 2021 | Q4 2021 | 3 |
Castellan Group | 3 | 3 | 1.17% | 1.29% | 1.45% | Q4 2021 | Q2 2022 | 3 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.02% | 0.04% | Q1 2023 | Q1 2023 | 3 |
Diversified Trust Co | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2017 | 3 |
Independent Advisor Alliance | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q1 2022 | 3 |
MANA Advisors LLC | 1 | 1 | 0.71% | 3.71% | 6.72% | Q1 2018 | Q4 2020 | 3 |
SMITH SHELLNUT WILSON LLC /ADV | 3 | 3 | 0.21% | 0.23% | 0.24% | Q4 2016 | Q2 2017 | 3 |
INSIGHT 2811, INC. | 3 | 3 | 0.16% | 0.17% | 0.19% | Q3 2017 | Q1 2018 | 3 |
MARINO, STRAM & ASSOCIATES LLC | 2 | 1 | 0.02% | 0.04% | 0.08% | Q4 2017 | Q2 2021 | 3 |
Minneapolis Portfolio Management Group, LLC | 3 | 3 | 0.59% | 2.08% | 2.88% | Q1 2017 | Q3 2017 | 3 |
Invictus RG | 2 | 1 | 0.08% | 0.19% | 0.28% | Q1 2017 | Q3 2018 | 3 |
Dorsey Wright & Associates | 3 | 3 | 0.45% | 0.47% | 0.50% | Q2 2021 | Q4 2021 | 3 |
ATWOOD & PALMER INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
Bogart Wealth, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 3 |
Kerrisdale Advisers, LLC | 2 | 1 | 0.15% | 1.76% | 2.79% | Q2 2013 | Q4 2015 | 3 |
NEW YORK LIFE TRUST CO | 3 | 3 | 0.07% | 0.20% | 0.46% | Q1 2014 | Q3 2014 | 3 |
Woodline Partners LP | 2 | 1 | 0.03% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 3 |
Flat Footed LLC | 3 | 3 | 1.40% | 3.18% | 4.50% | Q1 2022 | Q3 2022 | 3 |
TradeLink Global Equity LLC | 2 | 1 | 0.03% | 0.07% | 0.15% | Q2 2013 | Q2 2014 | 3 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.02% | 0.18% | 0.51% | Q3 2014 | Q1 2019 | 3 |
Strategic Global Advisors, LLC | 3 | 3 | 0.25% | 0.25% | 0.25% | Q4 2022 | Q2 2023 | 3 |
Chimera Capital Management LLC | 2 | 1 | 0.82% | 2.48% | 5.25% | Q2 2022 | Q1 2023 | 3 |
Park Place Capital Corp | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Aperture Investors, LLC | 3 | 3 | 0.11% | 0.14% | 0.17% | Q3 2022 | Q1 2023 | 3 |
Cardinal Capital Management, Inc. | 3 | 3 | 0.05% | 0.06% | 0.07% | Q4 2017 | Q2 2018 | 3 |
Kiwi Wealth Investments Limited Partnership | 3 | 3 | 0.07% | 0.10% | 0.12% | Q1 2021 | Q3 2021 | 3 |
III Capital Management | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Round Hill Asset Management | 3 | 3 | 0.54% | 0.65% | 0.78% | Q1 2023 | Q3 2023 | 3 |
Hutchin Hill Capital, LP | 1 | 1 | 0.04% | 0.13% | 0.18% | Q4 2013 | Q3 2017 | 3 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.11% | 0.17% | 0.24% | Q2 2021 | Q2 2022 | 3 |
Wallace Advisory Group, LLC | 3 | 3 | 0.15% | 0.16% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Indiana Trust & Investment Management CO | 2 | 1 | 0.03% | 0.05% | 0.08% | Q3 2013 | Q3 2023 | 3 |
Ten Capital Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Burns Matteson Capital Management, LLC | 3 | 3 | 0.28% | 0.32% | 0.38% | Q1 2021 | Q3 2021 | 3 |
Melvin Capital Management LP | 1 | 1 | 0.41% | 1.15% | 2.38% | Q2 2015 | Q4 2018 | 3 |
Estate Counselors, LLC | 3 | 3 | 0.15% | 0.16% | 0.17% | Q2 2022 | Q4 2022 | 3 |
Absolute Return Capital, LLC | 1 | 1 | 0.13% | 0.21% | 0.26% | Q2 2013 | Q2 2014 | 3 |
OAKBROOK INVESTMENTS LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q2 2015 | 3 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2022 | 3 |
Yorktown Management & Research Co Inc | 3 | 3 | 0.08% | 0.09% | 0.10% | Q4 2017 | Q2 2018 | 3 |
BI Asset Management Fondsmaeglerselskab A/S | 3 | 3 | 0.12% | 0.14% | 0.18% | Q1 2021 | Q3 2021 | 3 |
Carolina Wealth Advisors, LLC | 3 | 3 | 2.01% | 2.88% | 3.64% | Q1 2023 | Q3 2023 | 3 |
Bridgefront Capital, LLC | 1 | 1 | 0.11% | 0.27% | 0.37% | Q1 2021 | Q4 2022 | 3 |
ING GROEP NV | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2019 | 3 |
UBS OCONNOR LLC | 2 | 1 | 0.01% | 0.06% | 0.16% | Q3 2013 | Q4 2014 | 3 |
ICON ADVISERS INC/CO | 3 | 3 | 0.05% | 0.06% | 0.06% | Q2 2016 | Q4 2016 | 3 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 3 | 3 | 0.42% | 0.88% | 1.22% | Q1 2015 | Q3 2015 | 3 |
MOTIVE WEALTH ADVISORS | 3 | 3 | 0.36% | 0.40% | 0.44% | Q2 2021 | Q4 2021 | 3 |
State of Wyoming | 2 | 1 | 0.01% | 0.04% | 0.06% | Q2 2021 | Q1 2022 | 3 |
TriaGen Wealth Management LLC | 3 | 3 | 0.16% | 0.18% | 0.21% | Q1 2021 | Q3 2021 | 3 |
EXENCIAL WEALTH ADVISORS, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Compagnie Lombard Odier SCmA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
Candlestick Capital Management LP | 2 | 1 | 0.44% | 0.74% | 1.32% | Q2 2020 | Q3 2023 | 3 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
PZENA INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
GLG Partners LP | 1 | 1 | 0.08% | 0.15% | 0.22% | Q3 2014 | Q1 2017 | 3 |
AFFINITY WEALTH MANAGEMENT LLC | 3 | 3 | 0.05% | 0.11% | 0.15% | Q1 2021 | Q3 2021 | 3 |
INCEPTIONR LLC | 2 | 1 | 0.06% | 0.17% | 0.32% | Q4 2022 | Q3 2023 | 3 |
BREITER CAPITAL MANAGEMENT INC | 3 | 3 | 0.28% | 0.33% | 0.40% | Q3 2021 | Q1 2022 | 3 |
Camelot Portfolios, LLC | 3 | 3 | 0.17% | 0.18% | 0.18% | Q4 2022 | Q2 2023 | 3 |
Smithwood Advisers, L.P. | 3 | 3 | 0.68% | 1.25% | 1.70% | Q2 2013 | Q4 2013 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.92% | 0.96% | 1.00% | Q4 2021 | Q2 2022 | 3 |
XTX Topco Ltd | 1 | 1 | 0.07% | 0.14% | 0.23% | Q2 2021 | Q3 2023 | 3 |
FinTrust Capital Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 3 |
Holocene Advisors, LP | 2 | 1 | 0.00% | 0.13% | 0.24% | Q3 2021 | Q3 2023 | 3 |
EFG Asset Management (Americas) Corp. | 3 | 3 | 0.32% | 0.37% | 0.40% | Q3 2022 | Q1 2023 | 3 |
Baldwin Investment Management, LLC | 3 | 3 | 0.06% | 0.13% | 0.16% | Q4 2021 | Q2 2022 | 3 |
EFG Asset Management (North America) Corp. | 3 | 3 | 0.56% | 0.64% | 0.68% | Q3 2022 | Q1 2023 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Lenox Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
PARSONS CAPITAL MANAGEMENT INC/RI | 3 | 3 | 0.04% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 3 |
CVA Family Office, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 3 |
Checchi Capital Advisers, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 3 |
Brookstone Capital Management | 2 | 1 | 0.03% | 0.04% | 0.04% | Q2 2018 | Q1 2019 | 3 |
MIDDLETON & CO INC/MA | 3 | 3 | 0.09% | 0.11% | 0.12% | Q3 2016 | Q1 2017 | 3 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2014 | 3 |
COLUMBUS CIRCLE INVESTORS | 3 | 3 | 0.04% | 0.11% | 0.16% | Q2 2014 | Q4 2014 | 3 |
EAGLE ASSET MANAGEMENT INC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2020 | 3 |
Asset Dedication, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Hosking Partners LLP | 3 | 3 | 0.13% | 0.14% | 0.14% | Q1 2016 | Q3 2016 | 3 |
Quantedge Capital Pte Ltd | 3 | 3 | 0.23% | 0.71% | 1.01% | Q2 2021 | Q4 2021 | 3 |
USA FINANCIAL FORMULAS | 3 | 3 | 0.10% | 0.14% | 0.17% | Q2 2017 | Q4 2017 | 3 |
Pendal Group Ltd | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
F&C Asset Management plc | 3 | 3 | 0.12% | 0.14% | 0.16% | Q2 2013 | Q4 2013 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
BIRINYI ASSOCIATES INC | 3 | 3 | 0.11% | 0.16% | 0.22% | Q2 2021 | Q4 2021 | 3 |
Choate Investment Advisors | 2 | 1 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 3 |
Kistler-Tiffany Companies, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
WFG Advisors, LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
EverPoint Asset Management, LLC | 1 | 1 | 0.23% | 0.27% | 0.32% | Q3 2014 | Q2 2016 | 3 |
LUCUS ADVISORS LLC | 2 | 1 | 0.28% | 0.37% | 0.48% | Q2 2016 | Q2 2017 | 3 |
Arbor Wealth Management, LLC | 3 | 3 | 0.30% | 0.31% | 0.33% | Q3 2017 | Q1 2018 | 3 |
Aptus Capital Advisors, LLC | 3 | 3 | 0.25% | 0.30% | 0.36% | Q4 2018 | Q2 2019 | 3 |
Gideon Capital Advisors, Inc. | 1 | 1 | 0.10% | 0.20% | 0.35% | Q4 2013 | Q4 2016 | 3 |
Surevest, LLC | 3 | 3 | 0.44% | 0.49% | 0.57% | Q1 2022 | Q3 2022 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.04% | 0.10% | Q2 2021 | Q2 2023 | 3 |
Cinctive Capital Management LP | 2 | 1 | 0.09% | 0.20% | 0.31% | Q4 2019 | Q1 2023 | 3 |
Donald L. Hagan, LLC | 3 | 3 | 0.75% | 0.83% | 0.98% | Q1 2023 | Q3 2023 | 3 |
Snowden Capital Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 3 |
KHP Capital, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q3 2018 | 3 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.10% | 0.31% | 0.71% | Q3 2020 | Q1 2022 | 3 |
SpiderRock Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q1 2017 | 3 |
Modera Wealth Management, LLC | 2 | 1 | 0.01% | 0.21% | 0.37% | Q4 2021 | Q3 2023 | 3 |
Ardevora Asset Management LLP | 3 | 3 | 0.79% | 0.86% | 0.90% | Q4 2015 | Q2 2016 | 3 |
MAPLELANE CAPITAL, LLC | 1 | 1 | 0.00% | 0.28% | 0.44% | Q4 2018 | Q2 2019 | 3 |
KB FINANCIAL PARTNERS, LLC | 2 | 1 | 0.01% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 3 |
HighVista Strategies LLC | 2 | 1 | 0.09% | 0.12% | 0.16% | Q2 2017 | Q2 2018 | 3 |
WRIGHT INVESTORS SERVICE INC | 2 | 1 | 0.09% | 0.11% | 0.13% | Q4 2013 | Q4 2022 | 3 |
Edge Advisors, LLC | 3 | 3 | 0.00% | 0.14% | 0.41% | Q4 2016 | Q2 2017 | 3 |
Jabre Capital Partners S.A. | 2 | 2 | 0.04% | 0.13% | 0.22% | Q2 2018 | Q3 2018 | 2 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.24% | 0.27% | 0.29% | Q4 2022 | Q2 2023 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Brendel Financial Advisors LLC | 1 | 1 | 0.01% | 0.88% | 1.76% | Q4 2019 | Q2 2021 | 2 |
Center For Asset Management LLC | 2 | 2 | 0.26% | 0.30% | 0.33% | Q2 2023 | Q3 2023 | 2 |
Buttonwood Financial Advisors Inc. | 2 | 2 | 0.13% | 0.20% | 0.26% | Q2 2023 | Q3 2023 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q3 2016 | 2 |
SALEM CAPITAL MANAGEMENT INC | 2 | 2 | 2.29% | 2.33% | 2.37% | Q3 2016 | Q4 2016 | 2 |
MOON CAPITAL MANAGEMENT LP | 1 | 1 | 0.55% | 0.87% | 1.19% | Q1 2016 | Q1 2019 | 2 |
AJO, LP | 2 | 2 | 0.05% | 0.06% | 0.06% | Q3 2015 | Q4 2015 | 2 |
JUMP TRADING, LLC | 1 | 1 | 0.01% | 0.09% | 0.16% | Q2 2019 | Q2 2020 | 2 |
Deer Park Road Corp | 1 | 1 | 0.75% | 0.75% | 0.76% | Q3 2022 | Q1 2023 | 2 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q1 2019 | 2 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BOSTON PRIVATE BANK & TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
RAMSEY QUANTITATIVE SYSTEMS | 1 | 1 | 0.26% | 0.29% | 0.31% | Q2 2017 | Q1 2018 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Winthrop Partners - WNY, LLC | 2 | 2 | 0.01% | 0.10% | 0.20% | Q4 2017 | Q1 2018 | 2 |
WELCH CAPITAL PARTNERS LLC/NY | 2 | 2 | 1.49% | 1.81% | 2.12% | Q4 2015 | Q1 2016 | 2 |
CURIAN CAPITAL LLC | 2 | 2 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q3 2013 | 2 |
Alkeon Capital Management | 2 | 2 | 0.96% | 1.22% | 1.48% | Q2 2015 | Q3 2015 | 2 |
High Falls Advisors, Inc | 2 | 2 | 0.08% | 0.09% | 0.09% | Q1 2017 | Q2 2017 | 2 |
GARNET EQUITY CAPITAL HOLDINGS, INC. | 2 | 2 | 1.26% | 2.42% | 3.59% | Q2 2016 | Q3 2016 | 2 |
Kessler Investment Group, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2019 | Q2 2019 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.02% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Addison Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Industrial Alliance Investment Management Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Cordatus Wealth Management LLC | 2 | 2 | 0.37% | 0.37% | 0.37% | Q3 2020 | Q4 2020 | 2 |
SkyView Investment Advisors, LLC | 2 | 2 | 0.07% | 0.11% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 2 |
Wealthspire Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
ISLAY CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.06% | 0.09% | Q2 2022 | Q3 2022 | 2 |
CIM, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2018 | Q3 2018 | 2 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 2 |
Ruggie Capital Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
City State Bank | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
CAMBIAR INVESTORS LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q4 2016 | 2 |
Old North State Trust, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
PERSONAL CFO SOLUTIONS, LLC | 1 | 1 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q1 2022 | 2 |
WELD CAPITAL MANAGEMENT LLC | 2 | 2 | 0.24% | 0.33% | 0.42% | Q3 2020 | Q4 2020 | 2 |
Grove Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
INVESTMENT HOUSE LLC | 2 | 2 | 0.21% | 0.37% | 0.54% | Q2 2023 | Q3 2023 | 2 |
Lone Pine Capital | 2 | 2 | 0.43% | 0.79% | 1.14% | Q2 2014 | Q3 2014 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
DeDora Capital, Inc. | 2 | 2 | 0.16% | 0.16% | 0.17% | Q1 2019 | Q2 2019 | 2 |
TD ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Andromeda Capital LLC | 1 | 1 | 0.00% | 0.04% | 0.08% | Q3 2014 | Q3 2014 | 2 |
Inspire Investing, LLC | 1 | 1 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q1 2020 | 2 |
HANSEATIC MANAGEMENT SERVICES INC | 2 | 2 | 0.02% | 0.48% | 0.94% | Q1 2014 | Q2 2014 | 2 |
Voya Financial Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
CANTOR FITZGERALD, L. P. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.12% | 0.16% | 0.20% | Q2 2013 | Q1 2015 | 2 |
CenterStar Fund, LLC | 1 | 1 | 0.02% | 0.18% | 0.33% | Q4 2016 | Q4 2016 | 2 |
RICE HALL JAMES & ASSOCIATES, LLC | 2 | 2 | 0.08% | 0.12% | 0.17% | Q3 2015 | Q4 2015 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2013 | 2 |
Taylor Frigon Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Jackson Creek Investment Advisors LLC | 2 | 2 | 0.10% | 0.12% | 0.15% | Q4 2020 | Q1 2021 | 2 |
Wilmington Funds Management Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 2 |
Northwest Bancshares, Inc. | 2 | 2 | 0.07% | 0.65% | 1.22% | Q1 2022 | Q2 2022 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
CAROLINAS WEALTH CONSULTING LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Psagot Value Holdings Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Key FInancial Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
READYSTATE ASSET MANAGEMENT LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 2 |
Eagle Bay Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Infusive Asset Management Inc. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q1 2021 | 2 |
ATHERTON LANE ADVISERS, LLC | 2 | 2 | 0.93% | 1.08% | 1.23% | Q3 2015 | Q4 2015 | 2 |
Tradeworx Inc. | 2 | 2 | 0.21% | 0.21% | 0.21% | Q3 2013 | Q4 2013 | 2 |
WALL STREET ASSOCIATES | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2015 | Q2 2015 | 2 |
CAHABA WEALTH MANAGEMENT, INC. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
Visium Asset Management, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
Crawford Lake Capital Management, LLC | 1 | 1 | 0.87% | 0.96% | 1.06% | Q3 2021 | Q3 2021 | 2 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Opus Capital Group, LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q3 2015 | Q4 2015 | 2 |
Haafor (Singapore) Pte. Ltd. | 2 | 2 | 0.50% | 0.52% | 0.54% | Q1 2020 | Q2 2020 | 2 |
Portolan Capital Management | 2 | 2 | 0.46% | 0.58% | 0.70% | Q2 2020 | Q3 2020 | 2 |
Duquesne Family Office | 2 | 2 | 1.78% | 2.18% | 2.58% | Q3 2014 | Q4 2014 | 2 |
Verde Servicos Internacionais S.A. | 2 | 2 | 0.19% | 0.48% | 0.78% | Q4 2015 | Q1 2016 | 2 |
Alamar Capital Management, LLC | 2 | 2 | 1.49% | 2.05% | 2.61% | Q2 2023 | Q3 2023 | 2 |
SECOR Capital Advisors, LP | 1 | 1 | 0.16% | 0.22% | 0.29% | Q4 2016 | Q2 2017 | 2 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 1 | 1 | 0.08% | 0.08% | 0.09% | Q2 2014 | Q4 2014 | 2 |
ADVISOR PARTNERS LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Alpha Quant Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Norinchukin Bank, The | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q2 2014 | 2 |
GLG LLC | 1 | 1 | 0.02% | 0.41% | 0.80% | Q3 2014 | Q1 2017 | 2 |
MARINER INVESTMENT GROUP LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2014 | 2 |
Procyon Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Convergence Investment Partners, LLC | 1 | 1 | 0.00% | 0.23% | 0.47% | Q3 2013 | Q1 2018 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Spears Abacus Advisors LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2016 | Q3 2016 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Wealthfront Advisers LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2021 | 2 |
SAC Capital Advisors LP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
OneDigital Investment Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Range Financial Group LLC | 2 | 2 | 0.86% | 0.94% | 1.02% | Q2 2023 | Q3 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2013 | 2 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.43% | 0.50% | 0.56% | Q3 2015 | Q4 2015 | 2 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 2 | 2 | 1.23% | 1.27% | 1.31% | Q2 2013 | Q3 2013 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CreativeOne Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Tyler-Stone Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Origin Asset Management LLP | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q4 2021 | 2 |
Connectus Wealth, LLC | 2 | 2 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q1 2022 | 2 |
Carmichael Hill & Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
FIRST MIDWEST BANK TRUST DIVISION | 2 | 2 | 0.19% | 0.19% | 0.20% | Q3 2014 | Q4 2014 | 2 |
Onex Canada Asset Management Inc. | 1 | 1 | 0.08% | 0.09% | 0.09% | Q1 2021 | Q3 2021 | 2 |
Nebula Research & Development LLC | 2 | 2 | 0.26% | 0.39% | 0.52% | Q1 2023 | Q2 2023 | 2 |
Avalon Investment & Advisory | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Spouting Rock Asset Management, LLC | 2 | 2 | 0.29% | 0.33% | 0.38% | Q1 2021 | Q2 2021 | 2 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.06% | 0.12% | Q1 2021 | Q3 2023 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q1 2022 | 2 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 2 | 2 | 0.18% | 0.24% | 0.29% | Q2 2016 | Q3 2016 | 2 |
Van Hulzen Asset Management, LLC | 2 | 2 | 0.15% | 0.17% | 0.19% | Q4 2017 | Q1 2018 | 2 |
FOSTER DYKEMA CABOT & CO INC/MA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
VSR Financial Services, Inc. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2014 | Q3 2014 | 2 |
Argentus Capital Management, LLC | 2 | 2 | 0.01% | 0.03% | 0.06% | Q3 2015 | Q4 2015 | 2 |
Global Wealth Management Investment Advisory, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 2 |
CAPITAL GROWTH MANAGEMENT LP | 2 | 2 | 1.56% | 1.93% | 2.30% | Q1 2021 | Q2 2021 | 2 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.04% | 0.08% | Q3 2016 | Q3 2018 | 2 |
WADE G W & INC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2015 | Q2 2015 | 2 |
BLUE ARROW CAPITAL MANAGEMENT LLC | 2 | 2 | 0.17% | 0.49% | 0.80% | Q2 2015 | Q3 2015 | 2 |
First Bank & Trust | 2 | 2 | 0.02% | 0.05% | 0.08% | Q4 2016 | Q1 2017 | 2 |
Corbenic Partners LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2016 | Q3 2016 | 2 |
Geneva Advisors, LLC | 2 | 2 | 0.41% | 0.51% | 0.62% | Q2 2013 | Q3 2013 | 2 |
FIRST QUADRANT LLC/CA | 2 | 2 | 0.18% | 0.27% | 0.36% | Q2 2014 | Q3 2014 | 2 |
Stiles Financial Services Inc | 2 | 2 | 0.15% | 0.24% | 0.33% | Q2 2023 | Q3 2023 | 2 |
Concord Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Archon Capital Management LLC | 2 | 2 | 1.14% | 2.49% | 3.84% | Q3 2016 | Q4 2016 | 2 |
Northstar Advisory Group, LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q4 2020 | Q2 2021 | 2 |
Mitsubishi UFJ Asset Management Co., Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FormulaFolio Investments, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2019 | 2 |
ADVANCE CAPITAL I INC | 2 | 2 | 0.16% | 0.20% | 0.23% | Q2 2013 | Q3 2013 | 2 |
WEBSTER BANK, N. A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Beacon Harbor Wealth Advisors, Inc. | 2 | 2 | 1.30% | 1.31% | 1.32% | Q3 2019 | Q4 2019 | 2 |
Simcoe Capital Management, LLC | 1 | 1 | 0.87% | 0.89% | 0.91% | Q4 2021 | Q3 2022 | 2 |
Darwin Wealth Management, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
LANDAAS & CO /WI /ADV | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
Private Advisory Group LLC | 1 | 1 | 0.04% | 0.11% | 0.18% | Q3 2020 | Q1 2022 | 2 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 2 |
FourThought Financial Partners, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
EAM Investors, LLC | 2 | 2 | 0.24% | 0.29% | 0.35% | Q2 2020 | Q3 2020 | 2 |
KOCH INDUSTRIES INC | 1 | 1 | 0.06% | 0.07% | 0.09% | Q2 2017 | Q1 2018 | 2 |
Polaris Wealth Advisory Group, LLC | 2 | 2 | 0.25% | 0.30% | 0.35% | Q3 2019 | Q4 2019 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.05% | 0.07% | 0.09% | Q2 2018 | Q3 2018 | 2 |
PUZO MICHAEL J | 2 | 2 | 0.13% | 0.13% | 0.14% | Q1 2015 | Q2 2015 | 2 |
Otter Creek Advisors, LLC | 1 | 1 | 0.59% | 1.69% | 2.80% | Q2 2021 | Q1 2022 | 2 |
BBVA USA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Lisanti Capital Growth, LLC | 2 | 2 | 0.59% | 0.60% | 0.60% | Q2 2020 | Q3 2020 | 2 |
CASTLEARK MANAGEMENT LLC | 2 | 2 | 0.56% | 0.74% | 0.92% | Q2 2015 | Q3 2015 | 2 |
Jackson, Grant Investment Advisers, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
GTS SECURITIES LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 2 |
PRENTISS SMITH & CO INC | 2 | 2 | 4.27% | 4.34% | 4.40% | Q2 2016 | Q3 2016 | 2 |
San Luis Wealth Advisors LLC | 2 | 2 | 0.31% | 0.42% | 0.53% | Q1 2023 | Q2 2023 | 2 |
Wealth Advisors of Tampa Bay, LLC | 2 | 2 | 2.95% | 3.00% | 3.04% | Q4 2017 | Q1 2018 | 2 |
NS Partners Ltd | 2 | 2 | 0.85% | 0.86% | 0.86% | Q2 2015 | Q3 2015 | 2 |
Visionary Asset Management, Inc. | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2018 | Q3 2018 | 2 |
Gupta Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
Junto Capital Management LP | 2 | 2 | 2.25% | 2.41% | 2.57% | Q3 2019 | Q4 2019 | 2 |
Genus Capital Management Inc. | 2 | 2 | 0.36% | 0.38% | 0.40% | Q2 2023 | Q3 2023 | 2 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 2 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.38% | 0.92% | 1.46% | Q1 2013 | Q4 2013 | 2 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 2 |
NN Investment Partners Holdings N.V. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
ADVISORY RESEARCH INC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.45% | 0.59% | 0.73% | Q2 2014 | Q3 2014 | 2 |
HONEYWELL INTERNATIONAL INC | 1 | 1 | 0.28% | 0.38% | 0.47% | Q4 2015 | Q3 2016 | 2 |
Epoch Investment Partners, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
GlobalBridge, Inc. | 2 | 2 | 0.12% | 0.12% | 0.13% | Q4 2013 | Q1 2014 | 2 |
Olympiad Research LP | 1 | 1 | 0.06% | 0.20% | 0.33% | Q3 2021 | Q2 2023 | 2 |
Scott & Selber, Inc. | 1 | 1 | 1.77% | 1.81% | 1.85% | Q2 2014 | Q3 2015 | 2 |
MAPLE SECURITIES USA INC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2013 | Q4 2013 | 2 |
CX Institutional | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q3 2022 | 2 |
SELECT EQUITY GROUP INC | 2 | 2 | 3.26% | 3.31% | 3.37% | Q2 2013 | Q3 2013 | 2 |
6 Meridian | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 2 |
Bellecapital International Ltd. | 2 | 2 | 0.20% | 0.23% | 0.25% | Q3 2021 | Q4 2021 | 2 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2018 | Q3 2018 | 2 |
AIA Group Ltd | 1 | 1 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q2 2023 | 2 |
IMPAX ASSET MANAGEMENT LLC | 1 | 1 | 0.04% | 0.28% | 0.52% | Q1 2014 | Q2 2018 | 2 |
Hilltop Holdings Inc. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
INTECH INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Patriot Financial Group Insurance Agency, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Goodman Advisory Group, LLC | 2 | 2 | 0.76% | 0.77% | 0.78% | Q2 2023 | Q3 2023 | 2 |
Ziegler Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
Weatherstone Capital Management | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
Aspen Investment Management Inc | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q2 2021 | 1 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2020 | Q4 2020 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
CPWM, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
CATAPULT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2014 | Q3 2014 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2016 | Q1 2016 | 1 |
MARSICO CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Orion Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
B. Metzler seel. Sohn & Co. Holding AG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Hoese & Co LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Integrated Advisors Network LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Country Club Trust Company, n.a. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Horizon Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Kensington Investment Counsel, LLC | 1 | 1 | 2.76% | 2.76% | 2.76% | Q3 2023 | Q3 2023 | 1 |
3Chopt Investment Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Wilmington Trust Investment Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q2 2014 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2015 | Q1 2015 | 1 |
Cerebellum GP, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2019 | Q4 2019 | 1 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Woodson Capital Management, LP | 1 | 1 | 1.51% | 1.51% | 1.51% | Q2 2023 | Q2 2023 | 1 |
GREATMARK INVESTMENT PARTNERS, INC. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
STONERIDGE INVESTMENT PARTNERS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q3 2016 | 1 |
Missouri Trust & Investment Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Shellback Capital, LP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2019 | Q2 2019 | 1 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2018 | Q3 2018 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2022 | Q4 2022 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Blue Grotto Capital, LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q3 2022 | Q3 2022 | 1 |
Cartenna Capital, LP | 1 | 1 | 0.87% | 0.87% | 0.87% | Q3 2023 | Q3 2023 | 1 |
BBT Capital Management, LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q1 2019 | Q1 2019 | 1 |
Texas Capital Bank Wealth Management Services Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Manatuck Hill Partners, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2019 | Q2 2019 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2020 | Q2 2020 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
Accuvest Global Advisors | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2021 | Q3 2021 | 1 |
Vest Financial, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
EA Series Trust | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
MONTAG A & ASSOCIATES INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Serengeti Asset Management LP | 1 | 1 | 0.71% | 0.71% | 0.71% | Q1 2015 | Q1 2015 | 1 |
FIRST INTERSTATE BANCSYSTEM INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Athanor Capital, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
AGF MANAGEMENT LTD | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
TLP GROUP LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2015 | Q4 2015 | 1 |
PCJ Investment Counsel Ltd. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2020 | Q3 2020 | 1 |
Lombard Odier Asset Management (Europe) Ltd | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2014 | Q4 2014 | 1 |
Investidor Profissional Gestao de Recursos Ltda. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2022 | Q4 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
STEADFAST ADVISORS LP | 1 | 1 | 1.32% | 1.32% | 1.32% | Q1 2016 | Q1 2016 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Nicholas Investment Partners, LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2013 | Q2 2013 | 1 |
Brown Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Partnervest Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Astrantus Ltd | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
HOWARD HUGHES MEDICAL INSTITUTE | 1 | 1 | 3.12% | 3.12% | 3.12% | Q3 2022 | Q3 2022 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
IMS Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Kohlberg Kravis Roberts & Co. L.P. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2013 | Q4 2013 | 1 |
North Fourth Asset Management, LP | 1 | 1 | 0.90% | 0.90% | 0.90% | Q3 2022 | Q3 2022 | 1 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
RFP Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Efficient Market Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
L & S Advisors Inc | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
Alhambra Investment Management LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2019 | Q4 2019 | 1 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Clearline Capital LP | 1 | 1 | 0.94% | 0.94% | 0.94% | Q3 2016 | Q3 2016 | 1 |
JHL Capital Group LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2013 | Q2 2013 | 1 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2013 | Q2 2013 | 1 |
Crystal Rock Capital Management | 1 | 1 | 2.43% | 2.43% | 2.43% | Q1 2015 | Q1 2015 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
TCG Advisors, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
MILLER HOWARD INVESTMENTS INC /NY | 1 | 1 | 1.18% | 1.18% | 1.18% | Q1 2020 | Q1 2020 | 1 |
GENESEE VALLEY TRUST CO | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2017 | Q3 2017 | 1 |
Alambic Investment Management, L.P. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2016 | Q1 2016 | 1 |
KBI Global Investors Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
Randolph Co Inc | 1 | 1 | 1.81% | 1.81% | 1.81% | Q3 2016 | Q3 2016 | 1 |
Bremer Bank National Association | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CenterBook Partners LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
McNamara Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2015 | Q3 2015 | 1 |
Kula Investments, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
Avalon Global Asset Management LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q1 2018 | Q1 2018 | 1 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Sicart Associates LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2016 | Q4 2016 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q1 2017 | 1 |
CAZENOVE CAPITAL MANAGEMENT LTD | 1 | 1 | 1.36% | 1.36% | 1.36% | Q2 2013 | Q2 2013 | 1 |
Jump Trading, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2019 | Q1 2019 | 1 |
Machina Capital S.A.S. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Capital CS Group, LLC | 1 | 1 | 1.60% | 1.60% | 1.60% | Q2 2021 | Q2 2021 | 1 |
Ignite Planners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
THAMES CAPITAL MANAGEMENT LLC | 1 | 1 | 1.18% | 1.18% | 1.18% | Q4 2019 | Q4 2019 | 1 |
Ballentine Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Tenzing Global Management, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2019 | Q1 2019 | 1 |
Regency Capital Management Inc.\DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Highstreet Asset Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Meiji Yasuda Life Insurance Co | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2015 | Q2 2015 | 1 |
Heathbridge Capital Management Ltd. | 1 | 1 | 2.78% | 2.78% | 2.78% | Q4 2016 | Q4 2016 | 1 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Man Investments Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Oak Thistle LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
CORNERCAP INVESTMENT COUNSEL INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2017 | Q3 2017 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.69% | 0.69% | 0.69% | Q2 2021 | Q2 2021 | 1 |
Kimelman & Baird, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
YHB Investment Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
TCF National Bank | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
EDMP, INC. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2021 | Q1 2021 | 1 |
USCA RIA LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2014 | Q1 2014 | 1 |
American Money Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
COWEN INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2016 | Q2 2016 | 1 |
Pratt Collard Advisory Partners LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2017 | Q4 2017 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2023 | Q2 2023 | 1 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Blue Rock Advisors, LLC | 1 | 1 | 8.92% | 8.92% | 8.92% | Q3 2021 | Q3 2021 | 1 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
MWA Asset Management | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
Islet Management, LP | 1 | 1 | 1.76% | 1.76% | 1.76% | Q1 2021 | Q1 2021 | 1 |
Sather Financial Group Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
CHARTWELL INVESTMENT PARTNERS/PA | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2013 | Q2 2013 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2014 | Q4 2014 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2017 | Q1 2017 | 1 |
Kaizen Advisory, LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2017 | Q4 2017 | 1 |
Beck Bode, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2019 | Q4 2019 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
RELIANCE TRUST CO OF DELAWARE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Bodri Capital Management, LLC | 1 | 1 | 3.80% | 3.80% | 3.80% | Q3 2015 | Q3 2015 | 1 |
Jeneq Management LP | 1 | 1 | 0.62% | 0.62% | 0.62% | Q1 2019 | Q1 2019 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Forum Financial Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NatWest Group plc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
J.Safra Asset Management Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC | 1 | 1 | 2.92% | 2.92% | 2.92% | Q3 2013 | Q3 2013 | 1 |
Partner Investment Management, L.P. | 1 | 1 | 0.70% | 0.70% | 0.70% | Q1 2015 | Q1 2015 | 1 |
Cambria Investment Management, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Leonard Green & Partners, L.P. | 1 | 1 | 10.25% | 10.25% | 10.25% | Q3 2023 | Q3 2023 | 1 |
Mascoma Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 1.00% | 1.00% | 1.00% | Q3 2015 | Q3 2015 | 1 |
JAG CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Gateway Wealth Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Vantis Investment Advisers L.P. | 1 | 1 | 2.24% | 2.24% | 2.24% | Q4 2021 | Q4 2021 | 1 |
Legacy Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Pergamon Offshore Advisors, L.P. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2014 | Q4 2014 | 1 |
Bayberry Capital Partners LP | 1 | 1 | 1.08% | 1.08% | 1.08% | Q4 2019 | Q4 2019 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2019 | Q2 2019 | 1 |
MHI Funds, LLC | 1 | 1 | 1.66% | 1.66% | 1.66% | Q1 2020 | Q1 2020 | 1 |
Kehrs Ridge Capital,LLC | 1 | 1 | 2.00% | 2.00% | 2.00% | Q3 2021 | Q3 2021 | 1 |
MACKENZIE FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Ethic Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
NWAM LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Ceredex Value Advisors LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q1 2020 | Q1 2020 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Meru Capital Group, LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2016 | Q3 2016 | 1 |
Lyons Wealth Management, LLC. | 1 | 1 | 1.00% | 1.00% | 1.00% | Q3 2014 | Q3 2014 | 1 |
GIRARD SECURITIES, INC. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2016 | Q4 2016 | 1 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Portside Wealth Group, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
SECURITY NATIONAL TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Arden Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Vahanian & Associates Financial Planning Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
Norway Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Banco de Sabadell, S.A | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2018 | Q2 2018 | 1 |
Greenbrier Partners Capital Management, LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q3 2013 | Q3 2013 | 1 |
Ibex Investors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2018 | Q3 2018 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SouthState Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2014 | Q2 2014 | 1 |
EHP Funds Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q1 2015 | 1 |
683 Capital Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2020 | Q1 2020 | 1 |
Ackerman Capital Advisors, LLC | 1 | 1 | 1.37% | 1.37% | 1.37% | Q3 2018 | Q3 2018 | 1 |
Maven Securities LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
DCM Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
SeaBridge Investment Advisors LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2015 | Q1 2015 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q1 2019 | 1 |
PFM Health Sciences, LP | 1 | 1 | 0.82% | 0.82% | 0.82% | Q1 2015 | Q1 2015 | 1 |
PFG Investments, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Price Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Quinn Opportunity Partners LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
MISSION WEALTH MANAGEMENT, LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2015 | Q2 2015 | 1 |
Elequin Capital, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ROGCO, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Aspire Private Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Norman Fields, Gottscho Capital Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2016 | Q3 2016 | 1 |
Leverage Partners Absolute Return Fund SPC | 1 | 1 | 1.32% | 1.32% | 1.32% | Q1 2021 | Q1 2021 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2013 | Q4 2013 | 1 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
WHITEBOX ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Avestar Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Weil Company, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
CapWealth Advisors, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2016 | Q3 2016 | 1 |
GW&K Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Three Peaks Capital Management, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q1 2021 | Q1 2021 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
THORNBURG INVESTMENT MANAGEMENT INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q3 2016 | 1 |
ArrowMark Colorado Holdings LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
HANCOCK WHITNEY CORP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2016 | Q4 2016 | 1 |
HUTCHENS INVESTMENT MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MIK CAPITAL LLC | 1 | 1 | 5.76% | 5.76% | 5.76% | Q1 2016 | Q1 2016 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
Perimeter Capital Partners, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2014 | Q2 2014 | 1 |
TURNER INVESTMENTS LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2014 | Q4 2014 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
SEVEN MILE ADVISORY | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own WILLIAMS SONOMA INC or have owned WILLIAMS SONOMA INC in the past.