Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 115 |
Citadel Advisors | 36 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 97 |
Walleye Trading LLC | 37 | 37 | 0.00% | 0.01% | 0.10% | Q3 2014 | Q3 2023 | 96 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 90 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 90 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.02% | Q1 2012 | Q3 2023 | 75 |
WOLVERINE TRADING, LLC | 16 | 1 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q3 2023 | 60 |
Parallax Volatility Advisers, L.P. | 12 | 1 | 0.00% | 0.00% | 0.04% | Q1 2014 | Q3 2023 | 58 |
JANE STREET GROUP, LLC | 23 | 1 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2023 | 57 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 56 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.02% | 0.08% | Q3 2018 | Q3 2023 | 53 |
MILLENNIUM MANAGEMENT LLC | 34 | 2 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 50 |
TWO SIGMA INVESTMENTS, LP | 13 | 1 | 0.00% | 0.03% | 0.17% | Q2 2013 | Q3 2023 | 49 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.01% | 0.02% | 0.05% | Q3 2011 | Q3 2023 | 49 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 48 |
Twin Tree Management, LP | 13 | 2 | 0.00% | 0.04% | 0.17% | Q2 2015 | Q3 2023 | 47 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2018 | 46 |
PALISADE CAPITAL MANAGEMENT, LP | 44 | 44 | 0.15% | 0.60% | 1.62% | Q4 2012 | Q3 2023 | 44 |
Pekin Hardy Strauss, Inc. | 43 | 43 | 0.07% | 0.22% | 0.43% | Q1 2013 | Q3 2023 | 43 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.01% | 0.04% | 0.13% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.01% | 0.03% | 0.07% | Q1 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.02% | 0.05% | 0.12% | Q1 2013 | Q3 2023 | 43 |
GLENMEDE TRUST CO NA | 30 | 1 | 0.00% | 0.02% | 0.21% | Q1 2012 | Q3 2023 | 43 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 43 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.02% | 0.10% | Q1 2013 | Q3 2023 | 43 |
Cutler Group LLC / CA | 8 | 8 | 0.00% | 0.01% | 0.07% | Q4 2015 | Q4 2019 | 43 |
Cubist Systematic Strategies, LLC | 25 | 1 | 0.00% | 0.06% | 0.28% | Q3 2014 | Q3 2023 | 43 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 42 |
BOSTON FAMILY OFFICE LLC | 42 | 42 | 0.54% | 1.40% | 2.82% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.03% | 0.13% | 0.29% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.00% | 0.06% | 0.30% | Q2 2013 | Q3 2023 | 42 |
GAMCO INVESTORS, INC. ET AL | 42 | 42 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.01% | 0.03% | 0.06% | Q2 2012 | Q4 2022 | 42 |
Swiss National Bank | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
NEW SOUTH CAPITAL MANAGEMENT INC | 42 | 42 | 3.15% | 6.11% | 9.62% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
HSBC HOLDINGS PLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.13% | 0.28% | 0.52% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.03% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
GW&K Investment Management, LLC | 42 | 42 | 0.08% | 0.52% | 1.03% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.03% | 0.18% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.05% | 0.31% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.02% | 0.15% | 0.29% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Chesley Taft & Associates LLC | 42 | 42 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.10% | 0.55% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.09% | 0.45% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
AMERICAN CAPITAL MANAGEMENT INC | 29 | 12 | 0.01% | 1.01% | 2.95% | Q2 2013 | Q3 2023 | 41 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.03% | 0.09% | Q3 2013 | Q3 2023 | 41 |
FIRST TRUST ADVISORS LP | 30 | 11 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.02% | 0.07% | 0.19% | Q3 2013 | Q3 2023 | 41 |
ProShare Advisors LLC | 41 | 41 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 41 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 26 | 15 | 0.02% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.01% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 41 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 29 | 12 | 0.00% | 0.04% | 0.40% | Q2 2013 | Q3 2023 | 41 |
SG Americas Securities, LLC | 32 | 9 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 41 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 22 | 19 | 0.00% | 0.09% | 0.59% | Q2 2013 | Q3 2023 | 41 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 20 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.02% | 0.04% | 0.10% | Q1 2013 | Q3 2023 | 41 |
Ariel Investments | 40 | 40 | 0.32% | 1.18% | 2.17% | Q4 2013 | Q3 2023 | 40 |
RAYMOND JAMES & ASSOCIATES | 35 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 40 |
Legal & General Group Plc | 40 | 40 | 0.00% | 0.03% | 0.08% | Q4 2013 | Q3 2023 | 40 |
BNP PARIBAS FINANCIAL MARKETS | 40 | 40 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 40 |
FEDERATED HERMES, INC. | 27 | 13 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q2 2023 | 40 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 40 | 40 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q3 2023 | 40 |
WELLINGTON MANAGEMENT GROUP LLP | 28 | 12 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.02% | 0.06% | 0.15% | Q4 2013 | Q3 2023 | 40 |
Tarbox Family Office, Inc. | 40 | 40 | 0.06% | 0.11% | 0.22% | Q4 2013 | Q3 2023 | 40 |
REGIONS FINANCIAL CORP | 40 | 40 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 40 |
THRIVENT FINANCIAL FOR LUTHERANS | 40 | 40 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 40 |
Gotham Asset Management, LLC | 29 | 10 | 0.01% | 0.15% | 0.34% | Q2 2013 | Q3 2023 | 39 |
First Horizon Advisors, Inc. | 20 | 2 | 0.00% | 0.01% | 0.09% | Q1 2012 | Q3 2023 | 39 |
COMERICA BANK | 38 | 1 | 0.01% | 0.04% | 0.10% | Q3 2013 | Q3 2023 | 39 |
DEARBORN PARTNERS LLC | 29 | 10 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 39 |
FMR LLC | 23 | 15 | 0.00% | 0.03% | 0.10% | Q1 2014 | Q3 2023 | 38 |
AMALGAMATED BANK | 38 | 38 | 0.03% | 0.05% | 0.07% | Q2 2014 | Q3 2023 | 38 |
Tower Research Capital LLC (TRC) | 24 | 5 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 38 |
MACQUARIE GROUP LTD | 38 | 38 | 0.00% | 0.13% | 0.43% | Q2 2014 | Q3 2023 | 38 |
PROFUND ADVISORS LLC | 27 | 3 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 38 |
GOODNOW INVESTMENT GROUP, LLC | 38 | 38 | 1.62% | 8.32% | 14.86% | Q2 2014 | Q3 2023 | 38 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 24 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 37 |
AQR Capital Management | 25 | 12 | 0.00% | 0.05% | 0.25% | Q2 2013 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 37 |
ROWLANDMILLER & PARTNERS.ADV | 37 | 37 | 0.25% | 1.26% | 2.51% | Q4 2014 | Q4 2023 | 37 |
CAPSTONE INVESTMENT ADVISORS, LLC | 16 | 1 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 37 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q1 2022 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.05% | 0.13% | Q4 2014 | Q3 2023 | 36 |
FULLER & THALER ASSET MANAGEMENT, INC. | 30 | 6 | 0.00% | 0.45% | 2.06% | Q2 2013 | Q3 2023 | 36 |
DUNCKER STREETT & CO INC | 20 | 16 | 0.00% | 0.12% | 0.64% | Q3 2014 | Q3 2023 | 36 |
Hartford Financial Management Inc. | 30 | 3 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 36 |
AMERICAN CENTURY COMPANIES INC | 30 | 6 | 0.00% | 0.02% | 0.16% | Q3 2013 | Q3 2023 | 36 |
People's United Financial, Inc. | 36 | 36 | 0.03% | 0.06% | 0.13% | Q2 2013 | Q1 2022 | 36 |
NATIXIS ADVISORS, L.P. | 29 | 6 | 0.01% | 0.04% | 0.09% | Q4 2014 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.01% | 0.02% | 0.08% | Q1 2015 | Q3 2023 | 35 |
Renaissance Technologies | 14 | 2 | 0.00% | 0.05% | 0.16% | Q2 2013 | Q1 2023 | 35 |
TUDOR INVESTMENT CORP ET AL | 7 | 1 | 0.01% | 0.03% | 0.14% | Q3 2013 | Q3 2023 | 35 |
CAPITAL FUND MANAGEMENT S.A. | 12 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2022 | 35 |
Nuveen Asset Management, LLC | 18 | 16 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 34 |
Robeco Institutional Asset Management B.V. | 27 | 6 | 0.00% | 0.12% | 0.36% | Q1 2014 | Q3 2023 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2022 | 33 |
GREATMARK INVESTMENT PARTNERS, INC. | 33 | 33 | 0.58% | 1.17% | 1.74% | Q3 2015 | Q3 2023 | 33 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 24 | 9 | 0.00% | 0.02% | 0.08% | Q1 2015 | Q3 2023 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.01% | 0.20% | 0.68% | Q2 2013 | Q2 2021 | 33 |
Squarepoint Ops LLC | 22 | 1 | 0.00% | 0.06% | 0.71% | Q1 2015 | Q3 2023 | 32 |
Evercore Wealth Management, LLC | 19 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2022 | 32 |
TCI Wealth Advisors, Inc. | 32 | 32 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q1 2023 | 32 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 32 | 32 | 0.05% | 0.74% | 1.49% | Q3 2015 | Q2 2023 | 32 |
QUADRANT CAPITAL GROUP LLC | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
Makaira Partners LLC | 31 | 31 | 1.24% | 11.57% | 19.11% | Q1 2016 | Q3 2023 | 31 |
State of Tennessee, Treasury Department | 26 | 5 | 0.01% | 0.02% | 0.07% | Q3 2013 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q4 2020 | 31 |
VICTORY CAPITAL MANAGEMENT INC | 24 | 3 | 0.01% | 0.05% | 0.22% | Q3 2013 | Q3 2023 | 31 |
Advisors Capital Management, LLC | 31 | 31 | 0.12% | 0.47% | 1.34% | Q1 2016 | Q3 2023 | 31 |
OPTIMUM INVESTMENT ADVISORS | 24 | 7 | 0.00% | 0.03% | 0.10% | Q3 2013 | Q4 2023 | 31 |
FRANKLIN RESOURCES INC | 29 | 2 | 0.00% | 0.05% | 0.13% | Q1 2015 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q4 2020 | 31 |
COMMERCE BANK | 25 | 5 | 0.00% | 0.02% | 0.05% | Q1 2013 | Q3 2023 | 30 |
CENTRAL TRUST Co | 25 | 2 | 0.00% | 0.04% | 0.11% | Q3 2013 | Q3 2023 | 30 |
M&T BANK CORP | 25 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2023 | 30 |
Gratus Capital, LLC | 30 | 30 | 0.24% | 0.71% | 1.34% | Q2 2016 | Q3 2023 | 30 |
Boston Partners | 26 | 1 | 0.00% | 0.01% | 0.16% | Q1 2015 | Q3 2023 | 30 |
Advisory Services Network, LLC | 27 | 1 | 0.00% | 0.03% | 0.12% | Q4 2015 | Q3 2023 | 30 |
World Asset Management Inc | 21 | 9 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2021 | 30 |
GHP Investment Advisors, Inc. | 29 | 1 | 0.05% | 0.30% | 0.74% | Q2 2015 | Q3 2023 | 30 |
Vident Investment Advisory, LLC | 29 | 1 | 0.13% | 0.94% | 1.94% | Q3 2015 | Q2 2023 | 30 |
ASSETMARK, INC | 17 | 13 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 30 |
ROTHSCHILD INVESTMENT LLC /IL | 29 | 29 | 0.03% | 0.05% | 0.09% | Q3 2016 | Q3 2023 | 29 |
Laird Norton Wetherby Wealth Management, LLC | 29 | 29 | 0.02% | 0.07% | 0.12% | Q3 2016 | Q3 2023 | 29 |
LPL Financial LLC | 26 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 29 |
CWM, LLC | 21 | 8 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 29 |
FIRST MANHATTAN CO. LLC. | 26 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2023 | 29 |
Pacer Advisors, Inc. | 18 | 11 | 0.00% | 0.05% | 0.12% | Q2 2016 | Q3 2023 | 29 |
IFP Advisors, Inc | 17 | 4 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 29 |
Creative Planning | 14 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 29 |
Baird Financial Group, Inc. | 26 | 3 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 29 |
HANCOCK WHITNEY CORP | 23 | 1 | 0.01% | 0.28% | 0.69% | Q2 2013 | Q2 2022 | 29 |
AlphaMark Advisors, LLC | 22 | 6 | 0.00% | 0.47% | 1.74% | Q3 2015 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 28 |
Penserra Capital Management LLC | 17 | 1 | 0.00% | 0.04% | 0.56% | Q4 2015 | Q3 2023 | 28 |
Cascade Investment Advisors, Inc. | 28 | 28 | 0.63% | 0.99% | 1.39% | Q4 2016 | Q3 2023 | 28 |
Paloma Partners Management Co | 5 | 1 | 0.00% | 0.03% | 0.40% | Q4 2013 | Q2 2022 | 28 |
WESTPORT ASSET MANAGEMENT INC | 28 | 28 | 0.86% | 5.65% | 9.25% | Q4 2016 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2022 | 28 |
Lee Financial Co | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
QS Investors, LLC | 23 | 2 | 0.00% | 0.01% | 0.22% | Q1 2014 | Q2 2021 | 28 |
LAZARD ASSET MANAGEMENT LLC | 20 | 2 | 0.00% | 0.12% | 0.43% | Q1 2014 | Q3 2023 | 27 |
HUNTINGTON NATIONAL BANK | 21 | 2 | 0.00% | 0.00% | 0.00% | Q1 2009 | Q3 2023 | 27 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 24 | 1 | 0.01% | 0.12% | 0.47% | Q1 2015 | Q4 2022 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.01% | 0.05% | 0.08% | Q1 2017 | Q3 2023 | 27 |
MEEDER ASSET MANAGEMENT INC | 22 | 1 | 0.00% | 0.16% | 0.73% | Q2 2013 | Q3 2023 | 27 |
Allianz Asset Management GmbH | 26 | 1 | 0.00% | 0.02% | 0.08% | Q2 2014 | Q3 2023 | 27 |
Smithfield Trust Co | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
FIRST MERCANTILE TRUST CO | 25 | 2 | 0.00% | 0.10% | 0.26% | Q1 2014 | Q3 2021 | 27 |
SHELTON CAPITAL MANAGEMENT | 24 | 1 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q4 2021 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
PineBridge Investments, L.P. | 27 | 27 | 0.03% | 0.08% | 0.21% | Q1 2017 | Q3 2023 | 27 |
NATIXIS | 9 | 2 | 0.00% | 0.05% | 0.37% | Q3 2015 | Q3 2023 | 26 |
J.P. Morgan Private Wealth Advisors LLC | 26 | 26 | 0.00% | 0.15% | 0.30% | Q2 2017 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.01% | 0.03% | 0.04% | Q3 2016 | Q3 2023 | 26 |
Tributary Capital Management, LLC | 17 | 9 | 0.09% | 0.38% | 1.19% | Q2 2013 | Q1 2022 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2019 | 26 |
FIRST QUADRANT LLC/CA | 25 | 1 | 0.02% | 0.10% | 0.58% | Q2 2013 | Q2 2020 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 8 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 26 |
SKYLINE ASSET MANAGEMENT LP | 26 | 26 | 0.63% | 1.51% | 2.31% | Q2 2013 | Q3 2019 | 26 |
Municipal Employees' Retirement System of Michigan | 15 | 4 | 0.00% | 0.09% | 0.15% | Q3 2013 | Q2 2020 | 26 |
BROWN ADVISORY INC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
DekaBank Deutsche Girozentrale | 23 | 2 | 0.00% | 0.03% | 0.09% | Q1 2014 | Q3 2023 | 25 |
STIFEL FINANCIAL CORP | 23 | 1 | 0.00% | 0.05% | 0.11% | Q1 2015 | Q3 2023 | 25 |
BNP Paribas Asset Management Holding S.A. | 18 | 2 | 0.00% | 0.12% | 0.43% | Q2 2013 | Q3 2023 | 25 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 17 | 2 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
D.A. DAVIDSON & CO. | 13 | 12 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2022 | 25 |
ISTHMUS PARTNERS, LLC | 15 | 1 | 0.01% | 0.52% | 1.61% | Q4 2014 | Q3 2023 | 25 |
CREDIT AGRICOLE S A | 8 | 1 | 0.00% | 0.02% | 0.16% | Q2 2014 | Q3 2023 | 25 |
Sheaff Brock Investment Advisors, LLC | 25 | 25 | 0.08% | 0.10% | 0.15% | Q2 2017 | Q2 2023 | 25 |
SHELL ASSET MANAGEMENT CO | 24 | 24 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 24 |
Providence Capital Advisors, LLC | 24 | 24 | 1.03% | 1.49% | 1.99% | Q4 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2019 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2019 | 24 |
IBM Retirement Fund | 15 | 9 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q1 2022 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
State of Alaska, Department of Revenue | 24 | 24 | 0.01% | 0.07% | 0.20% | Q4 2017 | Q3 2023 | 24 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 18 | 2 | 0.00% | 0.02% | 0.08% | Q3 2014 | Q2 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.02% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 24 |
MERITAGE PORTFOLIO MANAGEMENT | 24 | 24 | 0.04% | 1.16% | 2.51% | Q4 2017 | Q3 2023 | 24 |
HALL LAURIE J TRUSTEE | 13 | 11 | 0.01% | 0.04% | 0.06% | Q2 2017 | Q3 2023 | 24 |
LS Investment Advisors, LLC | 24 | 24 | 0.01% | 0.03% | 0.04% | Q2 2015 | Q1 2021 | 24 |
NORDEA INVESTMENT MANAGEMENT AB | 24 | 24 | 0.01% | 0.20% | 0.39% | Q4 2017 | Q3 2023 | 24 |
KCM INVESTMENT ADVISORS LLC | 14 | 1 | 0.01% | 0.04% | 0.12% | Q2 2014 | Q3 2023 | 24 |
Spot Trading L.L.C | 10 | 1 | 0.00% | 0.02% | 0.07% | Q2 2014 | Q1 2017 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 24 | 24 | 0.03% | 0.06% | 0.10% | Q4 2017 | Q3 2023 | 24 |
Candriam S.C.A. | 19 | 5 | 0.02% | 0.08% | 0.18% | Q3 2017 | Q3 2023 | 24 |
Quantbot Technologies LP | 6 | 1 | 0.00% | 0.08% | 0.25% | Q3 2013 | Q4 2022 | 24 |
KEYBANK NATIONAL ASSOCIATION/OH | 20 | 4 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 24 |
Hillsdale Investment Management Inc. | 11 | 5 | 0.00% | 0.08% | 0.23% | Q2 2013 | Q1 2022 | 24 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 14 | 1 | 0.00% | 0.13% | 0.38% | Q2 2015 | Q3 2023 | 23 |
CANADA PENSION PLAN INVESTMENT BOARD | 11 | 1 | 0.00% | 0.01% | 0.06% | Q1 2013 | Q3 2022 | 23 |
Carnegie Capital Asset Management, LLC | 23 | 23 | 0.04% | 0.43% | 0.81% | Q1 2018 | Q3 2023 | 23 |
Cambridge Investment Research Advisors, Inc. | 20 | 3 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.02% | 0.04% | 0.06% | Q1 2018 | Q3 2023 | 23 |
Parkside Financial Bank & Trust | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Raymond James Financial Services Advisors, Inc. | 20 | 3 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 23 |
Chicago Capital, LLC | 23 | 23 | 0.37% | 0.54% | 0.78% | Q1 2018 | Q3 2023 | 23 |
Whitnell & Co. | 23 | 23 | 0.02% | 0.05% | 0.09% | Q2 2014 | Q4 2019 | 23 |
Capital Research Global Investors | 23 | 23 | 0.00% | 0.11% | 0.16% | Q3 2013 | Q1 2019 | 23 |
SEVEN EIGHT CAPITAL, LP | 5 | 1 | 0.02% | 0.17% | 0.63% | Q2 2014 | Q2 2023 | 23 |
HANSEATIC MANAGEMENT SERVICES INC | 19 | 1 | 0.02% | 0.52% | 1.46% | Q2 2014 | Q1 2021 | 23 |
COHEN & STEERS, INC. | 23 | 23 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q3 2023 | 23 |
CIBC Asset Management Inc | 23 | 23 | 0.00% | 0.02% | 0.12% | Q1 2018 | Q3 2023 | 23 |
Engineers Gate Manager LP | 14 | 1 | 0.02% | 0.14% | 0.43% | Q2 2015 | Q3 2023 | 23 |
Front Row Advisors LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Point72 Hong Kong Ltd | 9 | 1 | 0.00% | 0.06% | 0.53% | Q3 2014 | Q2 2022 | 23 |
TRUST CO OF VERMONT | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 23 |
Geneos Wealth Management Inc. | 20 | 3 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 23 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 11 | 3 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2021 | 23 |
Janney Montgomery Scott LLC | 20 | 3 | 0.00% | 0.04% | 0.08% | Q3 2016 | Q3 2023 | 23 |
SYNOVUS FINANCIAL CORP | 22 | 22 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Man Group plc | 22 | 22 | 0.00% | 0.07% | 0.23% | Q2 2018 | Q3 2023 | 22 |
OAKBROOK INVESTMENTS LLC | 11 | 1 | 0.01% | 0.04% | 0.14% | Q2 2013 | Q4 2019 | 22 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 21 | 1 | 0.03% | 0.10% | 0.15% | Q4 2017 | Q3 2023 | 22 |
SIGNATUREFD, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.02% | 0.07% | 0.23% | Q2 2013 | Q3 2018 | 22 |
Asset Management One Co., Ltd. | 21 | 1 | 0.00% | 0.04% | 0.15% | Q4 2016 | Q3 2023 | 22 |
HighTower Advisors, LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 22 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 22 | 22 | 0.22% | 0.60% | 0.79% | Q2 2018 | Q3 2023 | 22 |
MARSHALL WACE, LLP | 8 | 1 | 0.00% | 0.08% | 0.30% | Q4 2014 | Q3 2023 | 22 |
Mirae Asset Global Investments Co., Ltd. | 16 | 3 | 0.00% | 0.03% | 0.13% | Q4 2017 | Q3 2023 | 22 |
BARINGS LLC | 10 | 3 | 0.01% | 0.01% | 0.05% | Q2 2013 | Q1 2021 | 22 |
ACADIAN ASSET MANAGEMENT LLC | 8 | 1 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q3 2023 | 22 |
ARGENT CAPITAL MANAGEMENT LLC | 22 | 22 | 0.03% | 0.11% | 0.21% | Q2 2018 | Q3 2023 | 22 |
PRIVATE TRUST CO NA | 22 | 22 | 0.06% | 0.13% | 0.22% | Q2 2018 | Q3 2023 | 22 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 16 | 1 | 0.02% | 0.06% | 0.13% | Q4 2014 | Q3 2023 | 22 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 22 | 0.00% | 0.05% | 0.08% | Q2 2018 | Q3 2023 | 22 |
JANUS HENDERSON GROUP PLC | 20 | 2 | 0.01% | 0.05% | 0.11% | Q2 2017 | Q3 2023 | 22 |
FARMERS & MERCHANTS INVESTMENTS INC | 19 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 22 |
COLONY GROUP LLC | 14 | 3 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 21 |
WESTPAC BANKING CORP | 16 | 2 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q1 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Dynamic Technology Lab Private Ltd | 6 | 1 | 0.02% | 0.15% | 0.55% | Q2 2013 | Q3 2022 | 21 |
BESSEMER GROUP INC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Skandinaviska Enskilda Banken AB (publ) | 21 | 21 | 0.02% | 0.06% | 0.24% | Q3 2018 | Q3 2023 | 21 |
B. Riley Wealth Advisors, Inc. | 19 | 1 | 0.00% | 0.07% | 0.11% | Q2 2014 | Q3 2023 | 21 |
Plante Moran Financial Advisors, LLC | 13 | 1 | 0.00% | 0.01% | 0.09% | Q3 2015 | Q3 2023 | 21 |
ETF MANAGERS GROUP, LLC | 16 | 1 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q1 2023 | 21 |
SCOUT INVESTMENTS, INC. | 20 | 1 | 0.01% | 0.62% | 1.46% | Q3 2016 | Q3 2023 | 21 |
Jefferies Group LLC | 9 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2022 | 21 |
Walleye Capital LLC | 6 | 1 | 0.00% | 0.05% | 0.36% | Q1 2019 | Q3 2023 | 21 |
ING GROEP NV | 11 | 1 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 21 |
NN Investment Partners Holdings N.V. | 14 | 7 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q1 2022 | 21 |
Symmetry Partners, LLC | 21 | 21 | 0.01% | 0.06% | 0.14% | Q4 2018 | Q4 2023 | 21 |
MML INVESTORS SERVICES, LLC | 20 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 21 |
Olstein Capital Management, L.P. | 21 | 21 | 0.51% | 1.50% | 2.40% | Q3 2015 | Q3 2020 | 21 |
NOMURA HOLDINGS INC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 21 |
CIGNA INVESTMENTS INC /NEW | 20 | 1 | 0.01% | 0.04% | 0.07% | Q2 2017 | Q1 2023 | 21 |
GREENLEAF TRUST | 14 | 3 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 21 |
Capital International Investors | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
FIRST HAWAIIAN BANK | 21 | 21 | 0.02% | 0.05% | 0.12% | Q3 2018 | Q3 2023 | 21 |
GSA CAPITAL PARTNERS LLP | 7 | 1 | 0.01% | 0.05% | 0.20% | Q3 2013 | Q1 2022 | 21 |
GLOBEFLEX CAPITAL L P | 16 | 5 | 0.04% | 0.17% | 0.69% | Q1 2014 | Q3 2022 | 21 |
FENIMORE ASSET MANAGEMENT INC | 17 | 4 | 0.44% | 1.86% | 3.32% | Q2 2013 | Q3 2023 | 21 |
FDx Advisors, Inc. | 20 | 1 | 0.01% | 0.07% | 0.11% | Q1 2018 | Q2 2023 | 21 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 18 | 3 | 0.00% | 0.10% | 0.34% | Q2 2013 | Q3 2020 | 21 |
TWO SIGMA ADVISERS, LP | 6 | 1 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q2 2023 | 20 |
Altshuler Shaham Ltd | 17 | 3 | 0.03% | 0.07% | 0.18% | Q4 2017 | Q4 2022 | 20 |
TWO SIGMA SECURITIES, LLC | 7 | 1 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 20 |
PRUDENTIAL PLC | 14 | 3 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 20 |
V Wealth Advisors LLC | 11 | 9 | 0.26% | 0.57% | 1.16% | Q2 2018 | Q2 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 11 | 9 | 0.05% | 0.35% | 0.83% | Q1 2016 | Q3 2023 | 20 |
MGO ONE SEVEN LLC | 16 | 2 | 0.01% | 0.15% | 0.26% | Q4 2017 | Q2 2023 | 20 |
TRUIST FINANCIAL CORP | 20 | 20 | 0.02% | 0.04% | 0.10% | Q4 2018 | Q3 2023 | 20 |
MARIETTA INVESTMENT PARTNERS LLC | 20 | 20 | 0.09% | 0.79% | 2.66% | Q2 2018 | Q1 2023 | 20 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 18 | 2 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 20 |
Mitsubishi UFJ Trust & Banking Corp | 18 | 1 | 0.01% | 0.12% | 0.22% | Q4 2013 | Q3 2023 | 20 |
Rafferty Asset Management, LLC | 15 | 1 | 0.01% | 0.03% | 0.17% | Q2 2015 | Q3 2023 | 20 |
STRS OHIO | 20 | 20 | 0.00% | 0.09% | 0.27% | Q2 2018 | Q1 2023 | 20 |
APG Asset Management N.V. | 20 | 20 | 0.00% | 0.66% | 1.46% | Q4 2018 | Q3 2023 | 20 |
BROWN BROTHERS HARRIMAN & CO | 14 | 1 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 20 |
Mount Yale Investment Advisors, LLC | 20 | 20 | 0.05% | 0.28% | 0.49% | Q4 2018 | Q3 2023 | 20 |
ADIRONDACK TRUST CO | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
CONGRESS ASSET MANAGEMENT CO /MA | 20 | 20 | 0.05% | 0.99% | 1.52% | Q4 2018 | Q3 2023 | 20 |
GATEWAY INVESTMENT ADVISERS LLC | 20 | 20 | 0.06% | 0.12% | 0.20% | Q4 2018 | Q3 2023 | 20 |
KBC Group NV | 17 | 3 | 0.00% | 0.07% | 0.21% | Q2 2013 | Q3 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.04% | 0.17% | 0.31% | Q4 2018 | Q3 2023 | 20 |
Private Capital Group, LLC | 19 | 19 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2022 | 19 |
Robeco Schweiz AG | 19 | 19 | 0.04% | 0.19% | 0.44% | Q1 2018 | Q3 2022 | 19 |
TORONTO DOMINION BANK | 18 | 1 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 19 |
CHICAGO EQUITY PARTNERS LLC | 12 | 2 | 0.03% | 0.16% | 0.27% | Q2 2013 | Q1 2020 | 19 |
Cresset Asset Management, LLC | 16 | 3 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.03% | 0.09% | Q1 2019 | Q3 2023 | 19 |
Weaver C. Barksdale & Associates, Inc. | 19 | 19 | 0.00% | 0.13% | 2.24% | Q2 2013 | Q4 2017 | 19 |
CASTLEARK MANAGEMENT LLC | 15 | 1 | 0.02% | 0.30% | 1.06% | Q2 2015 | Q2 2022 | 19 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11 | 4 | 0.00% | 0.02% | 0.08% | Q1 2014 | Q2 2022 | 19 |
NOMURA ASSET MANAGEMENT CO LTD | 18 | 1 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 19 |
Harvest Fund Management Co., Ltd | 8 | 1 | 0.00% | 0.03% | 0.10% | Q4 2016 | Q1 2023 | 19 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 19 | 19 | 0.02% | 0.05% | 0.08% | Q1 2019 | Q3 2023 | 19 |
Aspire Private Capital, LLC | 19 | 19 | 0.00% | 0.08% | 0.21% | Q4 2018 | Q2 2023 | 19 |
Palisade Asset Management, LLC | 19 | 19 | 0.17% | 0.26% | 0.40% | Q1 2019 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Simplicity Solutions, LLC | 19 | 19 | 0.01% | 0.07% | 0.23% | Q1 2019 | Q3 2023 | 19 |
Cutter & CO Brokerage, Inc. | 19 | 19 | 0.07% | 0.80% | 1.37% | Q1 2019 | Q3 2023 | 19 |
Employees Retirement System of Texas | 19 | 19 | 0.02% | 0.06% | 0.09% | Q3 2018 | Q1 2023 | 19 |
GUARDIAN CAPITAL LP | 17 | 2 | 0.01% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 19 |
INTRUST BANK NA | 19 | 19 | 0.03% | 0.13% | 0.19% | Q4 2018 | Q2 2023 | 19 |
BRAUN STACEY ASSOCIATES INC | 19 | 19 | 0.10% | 0.74% | 1.36% | Q2 2017 | Q4 2021 | 19 |
BANK OF NOVA SCOTIA | 16 | 2 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 18 |
Gulf International Bank (UK) Ltd | 18 | 18 | 0.03% | 0.06% | 0.08% | Q2 2019 | Q3 2023 | 18 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 18 | 18 | 1.42% | 2.58% | 3.64% | Q4 2017 | Q1 2022 | 18 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 18 | 18 | 0.02% | 0.06% | 0.22% | Q2 2019 | Q3 2023 | 18 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 18 | 18 | 0.15% | 0.72% | 1.98% | Q2 2019 | Q3 2023 | 18 |
HBK Sorce Advisory LLC | 16 | 2 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q4 2022 | 18 |
MACKENZIE FINANCIAL CORP | 17 | 1 | 0.00% | 0.05% | 0.24% | Q1 2019 | Q3 2023 | 18 |
Atria Investments, Inc | 12 | 1 | 0.01% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 18 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Stratos Wealth Partners, LTD. | 15 | 1 | 0.00% | 0.06% | 0.11% | Q4 2017 | Q3 2023 | 18 |
Livforsakringsbolaget Skandia, Omsesidigt | 18 | 18 | 0.01% | 0.03% | 0.08% | Q2 2019 | Q3 2023 | 18 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 16 | 1 | 0.01% | 0.03% | 0.08% | Q2 2018 | Q3 2023 | 18 |
Mitsubishi UFJ Asset Management Co., Ltd. | 18 | 18 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Daiwa Securities Group Inc. | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
MERCER GLOBAL ADVISORS INC /ADV | 14 | 4 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q3 2023 | 18 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Global Retirement Partners, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Korea Investment CORP | 18 | 18 | 0.00% | 0.09% | 0.30% | Q2 2019 | Q3 2023 | 18 |
Wealthfront Advisers LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Quantinno Capital Management LP | 16 | 2 | 0.02% | 0.25% | 0.53% | Q1 2019 | Q3 2023 | 18 |
Assenagon Asset Management S.A. | 13 | 1 | 0.01% | 0.05% | 0.22% | Q2 2018 | Q3 2023 | 18 |
Sumitomo Mitsui Trust Holdings, Inc. | 18 | 18 | 0.04% | 0.10% | 0.16% | Q2 2019 | Q3 2023 | 18 |
IFM Investors Pty Ltd | 18 | 18 | 0.04% | 0.05% | 0.08% | Q2 2019 | Q3 2023 | 18 |
PUTNAM INVESTMENTS LLC | 10 | 8 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q2 2023 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 18 | 18 | 0.04% | 0.06% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Winslow, Evans & Crocker, Inc. | 11 | 2 | 0.00% | 0.03% | 0.09% | Q2 2015 | Q4 2020 | 18 |
abrdn plc | 18 | 18 | 0.00% | 0.03% | 0.09% | Q2 2019 | Q3 2023 | 18 |
TEALWOOD ASSET MANAGEMENT INC | 10 | 8 | 0.41% | 0.75% | 1.52% | Q2 2019 | Q4 2023 | 18 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.24% | 1.13% | 1.79% | Q2 2019 | Q3 2023 | 18 |
TD ASSET MANAGEMENT INC | 16 | 2 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.02% | 0.04% | 0.11% | Q2 2013 | Q3 2017 | 18 |
CAPTRUST FINANCIAL ADVISORS | 17 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 18 |
SEGALL BRYANT & HAMILL, LLC | 18 | 18 | 0.18% | 0.95% | 1.42% | Q2 2019 | Q3 2023 | 18 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 18 | 18 | 0.41% | 1.24% | 1.96% | Q2 2019 | Q3 2023 | 18 |
CONDOR CAPITAL MANAGEMENT | 18 | 18 | 0.23% | 0.47% | 0.70% | Q2 2019 | Q3 2023 | 18 |
SHAKER INVESTMENTS LLC/OH | 18 | 18 | 0.48% | 1.77% | 3.01% | Q1 2019 | Q2 2023 | 18 |
Valmark Advisers, Inc. | 13 | 4 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2023 | 17 |
AXA S.A. | 13 | 4 | 0.01% | 0.05% | 0.13% | Q2 2019 | Q3 2023 | 17 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2022 | 17 |
Marshall Wace North America L.P. | 12 | 5 | 0.01% | 0.15% | 0.39% | Q1 2017 | Q3 2021 | 17 |
MAI Capital Management | 15 | 2 | 0.00% | 0.03% | 0.04% | Q4 2018 | Q2 2023 | 17 |
HBK INVESTMENTS L P | 9 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q1 2019 | 17 |
SANDERS MORRIS HARRIS LLC | 15 | 2 | 0.10% | 0.39% | 2.34% | Q2 2019 | Q3 2023 | 17 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 9 | 1 | 0.01% | 0.07% | 0.30% | Q3 2013 | Q1 2023 | 17 |
Palmer Knight Co | 17 | 17 | 2.07% | 3.44% | 4.86% | Q3 2019 | Q3 2023 | 17 |
Jackson Square Partners, LLC | 17 | 17 | 0.19% | 0.97% | 1.92% | Q2 2014 | Q2 2018 | 17 |
PROFESSIONAL ADVISORY SERVICES INC | 17 | 17 | 1.80% | 2.35% | 3.31% | Q2 2019 | Q2 2023 | 17 |
Dana Investment Advisors, Inc. | 15 | 2 | 0.04% | 0.68% | 0.94% | Q4 2014 | Q2 2022 | 17 |
MASSMUTUAL TRUST CO FSB/ADV | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2023 | 17 |
Janney Capital Management LLC | 17 | 17 | 0.01% | 0.22% | 0.85% | Q1 2017 | Q1 2021 | 17 |
COMERICA SECURITIES,INC. | 17 | 17 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q1 2023 | 17 |
ROYCE & ASSOCIATES LP | 14 | 3 | 0.00% | 0.27% | 0.65% | Q2 2013 | Q4 2018 | 17 |
Parallel Advisors, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Wambolt & Associates, LLC | 17 | 17 | 0.10% | 0.23% | 0.39% | Q3 2019 | Q3 2023 | 17 |
ALPS ADVISORS INC | 14 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q2 2022 | 17 |
Tortoise Investment Management, LLC | 12 | 5 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 17 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 17 | 17 | 0.00% | 0.11% | 0.32% | Q3 2015 | Q3 2019 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
HWG Holdings LP | 5 | 1 | 0.00% | 1.66% | 6.14% | Q4 2016 | Q1 2022 | 17 |
Palo Capital, Inc. | 17 | 17 | 0.22% | 0.50% | 1.16% | Q4 2014 | Q4 2018 | 17 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 17 | 0.01% | 0.34% | 5.32% | Q3 2019 | Q3 2023 | 17 |
AMP Capital Investors Ltd | 12 | 1 | 0.00% | 0.03% | 0.09% | Q3 2014 | Q3 2021 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.00% | 0.04% | 0.13% | Q1 2018 | Q1 2022 | 17 |
State of New Jersey Common Pension Fund D | 17 | 17 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 17 |
ALTA CAPITAL MANAGEMENT LLC/ | 17 | 17 | 2.09% | 2.83% | 3.80% | Q3 2019 | Q3 2023 | 17 |
HOLDERNESS INVESTMENTS CO | 14 | 1 | 0.08% | 0.13% | 0.19% | Q1 2019 | Q3 2023 | 17 |
MCRAE CAPITAL MANAGEMENT INC | 17 | 17 | 0.28% | 2.84% | 3.87% | Q3 2019 | Q3 2023 | 17 |
WEDBUSH SECURITIES INC | 17 | 17 | 0.02% | 0.09% | 0.18% | Q3 2019 | Q3 2023 | 17 |
ClariVest Asset Management LLC | 14 | 3 | 0.01% | 0.09% | 0.16% | Q1 2014 | Q1 2021 | 17 |
Quadrature Capital Ltd | 7 | 1 | 0.01% | 0.12% | 0.60% | Q3 2016 | Q3 2023 | 17 |
CIBC WORLD MARKETS CORP | 8 | 1 | 0.01% | 0.03% | 0.10% | Q1 2018 | Q3 2023 | 16 |
Varma Mutual Pension Insurance Co | 6 | 2 | 0.01% | 0.19% | 0.39% | Q2 2018 | Q3 2023 | 16 |
Andra AP-fonden | 11 | 5 | 0.03% | 0.14% | 0.24% | Q2 2019 | Q2 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.01% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q1 2017 | 16 |
BANQUE PICTET & CIE SA | 16 | 16 | 0.02% | 0.19% | 0.32% | Q4 2019 | Q3 2023 | 16 |
DUPONT CAPITAL MANAGEMENT CORP | 16 | 16 | 0.00% | 0.05% | 0.09% | Q4 2018 | Q3 2022 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.01% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 16 |
EXCHANGE TRADED CONCEPTS, LLC | 11 | 5 | 0.00% | 0.22% | 0.65% | Q4 2019 | Q4 2023 | 16 |
BALYASNY ASSET MANAGEMENT L.P. | 5 | 1 | 0.00% | 0.05% | 0.20% | Q4 2015 | Q3 2023 | 16 |
Bartlett & Co. LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2023 | 16 |
Baystate Wealth Management LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
LOGAN CAPITAL MANAGEMENT INC | 11 | 5 | 0.00% | 0.18% | 0.40% | Q2 2015 | Q3 2023 | 16 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 14 | 1 | 0.00% | 0.25% | 0.57% | Q1 2018 | Q1 2023 | 16 |
SENTRY INVESTMENT MANAGEMENT LLC | 16 | 16 | 0.03% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
WBH ADVISORY INC | 10 | 2 | 0.04% | 0.06% | 0.08% | Q1 2019 | Q2 2023 | 16 |
Seascape Capital Management | 16 | 16 | 0.89% | 1.59% | 2.15% | Q4 2019 | Q3 2023 | 16 |
American Portfolios Advisors | 16 | 16 | 0.02% | 0.02% | 0.04% | Q4 2018 | Q3 2022 | 16 |
Prestige Wealth Management Group LLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 16 |
National Pension Service | 16 | 16 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 16 |
EVERENCE CAPITAL MANAGEMENT INC | 16 | 16 | 0.03% | 0.05% | 0.07% | Q4 2019 | Q3 2023 | 16 |
GIRARD PARTNERS LTD. | 16 | 16 | 0.10% | 0.29% | 0.51% | Q4 2019 | Q3 2023 | 16 |
ONTARIO TEACHERS PENSION PLAN BOARD | 14 | 1 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q2 2023 | 16 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.07% | 0.18% | Q4 2013 | Q1 2022 | 16 |
Bank Pictet & Cie (Europe) AG | 16 | 16 | 0.06% | 0.69% | 1.17% | Q4 2019 | Q3 2023 | 16 |
Chevy Chase Trust Holdings, LLC | 16 | 16 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.02% | 0.06% | 0.12% | Q4 2019 | Q3 2023 | 16 |
CCM INVESTMENT ADVISERS LLC | 16 | 16 | 0.08% | 1.07% | 2.57% | Q2 2019 | Q1 2023 | 16 |
Covenant Partners, LLC | 16 | 16 | 0.13% | 0.20% | 0.27% | Q4 2018 | Q3 2022 | 16 |
Glassman Wealth Services | 15 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 16 |
Hotaling Investment Management, LLC | 16 | 16 | 0.16% | 0.78% | 1.07% | Q4 2018 | Q3 2022 | 16 |
Vestmark Advisory Solutions, Inc. | 15 | 1 | 0.16% | 0.37% | 0.61% | Q3 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
HUSSMAN STRATEGIC ADVISORS, INC. | 10 | 1 | 0.17% | 0.67% | 2.02% | Q2 2013 | Q3 2019 | 16 |
Bayesian Capital Management, LP | 5 | 1 | 0.04% | 0.21% | 0.46% | Q3 2016 | Q2 2022 | 16 |
Qtron Investments LLC | 16 | 16 | 0.06% | 0.24% | 0.48% | Q4 2018 | Q3 2022 | 16 |
SALEM INVESTMENT COUNSELORS INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Norinchukin Bank, The | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
HARTFORD INVESTMENT MANAGEMENT CO | 16 | 16 | 0.03% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Hilltop Holdings Inc. | 16 | 16 | 0.04% | 0.08% | 0.11% | Q4 2019 | Q3 2023 | 16 |
OXFORD ASSET MANAGEMENT LLP | 10 | 1 | 0.01% | 0.07% | 0.29% | Q2 2013 | Q4 2019 | 16 |
Optas, LLC | 16 | 16 | 0.12% | 0.24% | 0.42% | Q4 2019 | Q3 2023 | 16 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q2 2022 | 16 |
Guinness Asset Management LTD | 12 | 3 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.01% | 0.02% | 0.03% | Q3 2011 | Q3 2015 | 15 |
AlphaCrest Capital Management LLC | 13 | 2 | 0.04% | 0.11% | 0.21% | Q4 2018 | Q3 2022 | 15 |
BLUESTEIN R H & CO LLC | 10 | 5 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2022 | 15 |
Capital Asset Advisory Services LLC | 15 | 15 | 0.02% | 0.10% | 0.17% | Q4 2019 | Q2 2023 | 15 |
Qube Research & Technologies Ltd | 7 | 1 | 0.00% | 0.13% | 0.34% | Q2 2018 | Q3 2023 | 15 |
Handelsbanken Fonder AB | 14 | 1 | 0.02% | 0.06% | 0.23% | Q4 2015 | Q3 2023 | 15 |
WASHINGTON TRUST Co | 8 | 7 | 0.00% | 0.38% | 0.87% | Q4 2019 | Q3 2023 | 15 |
HARTLINE INVESTMENT CORP/ | 11 | 4 | 0.05% | 0.76% | 1.55% | Q4 2019 | Q3 2023 | 15 |
Clear Harbor Asset Management, LLC | 15 | 15 | 0.02% | 0.07% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Resonant Capital Advisors, LLC | 15 | 15 | 0.03% | 0.07% | 0.18% | Q4 2019 | Q2 2023 | 15 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 8 | 1 | 0.00% | 0.09% | 0.32% | Q1 2017 | Q1 2022 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Fieldpoint Private Securities, LLC | 13 | 2 | 0.00% | 0.22% | 0.35% | Q2 2017 | Q2 2022 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Stevard, LLC | 10 | 5 | 0.70% | 1.34% | 1.95% | Q4 2019 | Q3 2023 | 15 |
Stanley-Laman Group, Ltd. | 8 | 2 | 0.06% | 0.89% | 1.62% | Q2 2019 | Q3 2023 | 15 |
StrategIQ Financial Group, LLC | 14 | 1 | 0.02% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 15 |
Hudock, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2021 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
BOKF, NA | 9 | 1 | 0.01% | 0.01% | 0.04% | Q2 2014 | Q3 2023 | 15 |
TORRAY INVESTMENT PARTNERS LLC | 15 | 15 | 0.14% | 0.27% | 0.44% | Q1 2020 | Q3 2023 | 15 |
Horizon Investment Services, LLC | 15 | 15 | 0.15% | 1.53% | 2.40% | Q4 2018 | Q2 2022 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2016 | 15 |
SUMMITRY LLC | 15 | 15 | 1.44% | 2.40% | 3.84% | Q1 2020 | Q3 2023 | 15 |
Veritable, L.P. | 11 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2023 | 15 |
ROYAL LONDON ASSET MANAGEMENT LTD | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Foyston, Gordon, & Payne Inc | 15 | 15 | 1.37% | 2.42% | 3.26% | Q1 2020 | Q3 2023 | 15 |
Covey Capital Advisors, LLC | 15 | 15 | 0.43% | 1.66% | 2.29% | Q1 2020 | Q3 2023 | 15 |
WHITTIER TRUST CO | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
Wealthspire Advisors, L.P. | 14 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2020 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
AVIVA PLC | 15 | 15 | 0.00% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Oak Grove Capital LLC | 15 | 15 | 0.30% | 1.31% | 3.09% | Q1 2019 | Q3 2022 | 15 |
SEEYOND | 15 | 15 | 0.01% | 0.08% | 0.20% | Q2 2019 | Q4 2022 | 15 |
Zuckerman Investment Group, LLC | 14 | 1 | 0.03% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 15 |
Rathbones Group PLC | 15 | 15 | 0.01% | 0.14% | 0.37% | Q1 2020 | Q3 2023 | 15 |
Financial Management Professionals, Inc. | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 15 |
PARK AVENUE SECURITIES LLC | 11 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 15 |
CI INVESTMENTS INC. | 14 | 1 | 0.00% | 0.00% | 0.03% | Q1 2019 | Q3 2023 | 15 |
SMITH ASSET MANAGEMENT GROUP LP | 13 | 2 | 0.29% | 1.50% | 2.59% | Q1 2014 | Q2 2021 | 15 |
Archford Capital Strategies, LLC | 7 | 2 | 0.00% | 0.01% | 0.05% | Q2 2014 | Q2 2023 | 15 |
BAHL & GAYNOR INC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Faithward Advisors, LLC | 11 | 4 | 0.11% | 0.87% | 1.51% | Q4 2019 | Q3 2023 | 15 |
Schonfeld Strategic Advisors LLC | 5 | 1 | 0.00% | 0.05% | 0.15% | Q1 2018 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Commonwealth Equity Services, Inc | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2017 | 15 |
MATHER GROUP, LLC. | 12 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
Bay Harbor Wealth Management, LLC | 15 | 15 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q2 2022 | 15 |
EATON VANCE MANAGEMENT | 14 | 14 | 0.04% | 0.10% | 0.17% | Q2 2019 | Q3 2022 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2020 | 14 |
OppenheimerFunds, Inc. | 14 | 14 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q1 2019 | 14 |
RAYMOND JAMES TRUST N.A. | 12 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 14 |
Mn Services Vermogensbeheer B.V. | 10 | 1 | 0.02% | 0.09% | 0.14% | Q2 2019 | Q3 2023 | 14 |
FORSTA AP-FONDEN | 14 | 14 | 0.03% | 0.07% | 0.16% | Q2 2020 | Q3 2023 | 14 |
LVW Advisors, LLC | 14 | 14 | 0.07% | 0.16% | 0.26% | Q2 2020 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.04% | 0.05% | 0.07% | Q2 2019 | Q3 2022 | 14 |
HighPoint Advisor Group LLC | 11 | 1 | 0.05% | 0.12% | 0.23% | Q1 2016 | Q2 2022 | 14 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 14 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q1 2021 | 14 |
Camelot Portfolios, LLC | 13 | 1 | 0.13% | 0.21% | 0.38% | Q2 2018 | Q4 2021 | 14 |
Trexquant Investment LP | 4 | 1 | 0.01% | 0.09% | 0.18% | Q2 2015 | Q2 2022 | 14 |
XPONANCE, INC. | 14 | 14 | 0.03% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
West Coast Financial LLC | 14 | 14 | 0.08% | 1.06% | 1.48% | Q2 2020 | Q3 2023 | 14 |
KING LUTHER CAPITAL MANAGEMENT CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2021 | 14 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 14 |
BerganKDV Wealth Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 14 |
OPPENHEIMER & CO INC | 11 | 3 | 0.01% | 0.02% | 0.08% | Q4 2018 | Q2 2022 | 14 |
Rockefeller Capital Management L.P. | 13 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q1 2023 | 14 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 14 | 14 | 0.79% | 1.69% | 2.33% | Q2 2020 | Q3 2023 | 14 |
ATLAS CAPITAL ADVISORS LLC | 12 | 2 | 0.00% | 0.01% | 0.05% | Q1 2020 | Q3 2023 | 14 |
Cetera Advisor Networks LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Jacobsen Capital Management | 12 | 2 | 0.22% | 0.85% | 1.33% | Q3 2019 | Q1 2023 | 14 |
IHT Wealth Management, LLC | 6 | 3 | 0.00% | 0.04% | 0.11% | Q2 2017 | Q3 2023 | 14 |
Redpoint Investment Management Pty Ltd | 14 | 14 | 0.01% | 0.04% | 0.06% | Q2 2019 | Q3 2022 | 14 |
Illinois Municipal Retirement Fund | 14 | 14 | 0.03% | 0.18% | 0.37% | Q2 2020 | Q3 2023 | 14 |
Integrated Advisors Network LLC | 12 | 2 | 0.02% | 0.05% | 0.11% | Q4 2019 | Q2 2023 | 14 |
ZACKS INVESTMENT MANAGEMENT | 9 | 2 | 0.02% | 0.04% | 0.07% | Q4 2013 | Q2 2022 | 14 |
Cooper Financial Group | 14 | 14 | 0.08% | 0.17% | 0.35% | Q4 2018 | Q1 2022 | 14 |
Strategic Global Advisors, LLC | 9 | 2 | 0.05% | 0.59% | 1.33% | Q1 2018 | Q1 2022 | 14 |
AE Wealth Management LLC | 13 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2023 | 14 |
COLUMBUS CIRCLE INVESTORS | 9 | 1 | 0.01% | 1.31% | 3.53% | Q4 2016 | Q3 2020 | 14 |
Strategic Investment Advisors / MI | 14 | 14 | 0.10% | 0.16% | 0.22% | Q1 2019 | Q2 2022 | 14 |
Granite Investment Advisors, LLC | 14 | 14 | 0.05% | 0.07% | 0.09% | Q2 2018 | Q3 2021 | 14 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2020 | 14 |
Three Peaks Capital Management, LLC | 14 | 14 | 0.56% | 1.18% | 1.55% | Q2 2018 | Q3 2021 | 14 |
BRINKER CAPITAL INC | 14 | 14 | 0.05% | 0.11% | 0.24% | Q1 2017 | Q2 2020 | 14 |
Verition Fund Management LLC | 6 | 1 | 0.00% | 0.04% | 0.18% | Q3 2016 | Q4 2022 | 14 |
Carroll Financial Associates, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 14 |
Quantitative Investment Management, LLC | 4 | 1 | 0.02% | 0.09% | 0.22% | Q1 2015 | Q3 2023 | 13 |
Kentucky Retirement Systems | 11 | 2 | 0.04% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 13 |
BANK PICTET & CIE (ASIA) LTD | 13 | 13 | 0.13% | 0.22% | 0.34% | Q3 2020 | Q3 2023 | 13 |
Proficio Capital Partners LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2019 | 13 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 13 | 13 | 0.14% | 0.29% | 0.39% | Q3 2016 | Q3 2019 | 13 |
Crewe Advisors LLC | 12 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q1 2023 | 13 |
GABELLI FUNDS LLC | 13 | 13 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q2 2016 | 13 |
Lombard Odier Asset Management (Switzerland) SA | 5 | 1 | 0.01% | 0.13% | 0.39% | Q1 2019 | Q3 2023 | 13 |
NORRIS PERNE & FRENCH LLP/MI | 13 | 13 | 0.54% | 1.14% | 1.47% | Q3 2020 | Q3 2023 | 13 |
NORTH POINT PORTFOLIO MANAGERS CORP/OH | 13 | 13 | 1.55% | 2.38% | 3.25% | Q3 2020 | Q3 2023 | 13 |
VALUE HOLDINGS LP | 13 | 13 | 0.33% | 2.08% | 3.92% | Q2 2013 | Q2 2016 | 13 |
ExodusPoint Capital Management, LP | 5 | 1 | 0.00% | 0.08% | 0.49% | Q1 2019 | Q2 2023 | 13 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 7 | 6 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q2 2019 | 13 |
Summit Global Investments | 10 | 3 | 0.02% | 0.15% | 0.22% | Q2 2020 | Q3 2023 | 13 |
FIL Ltd | 8 | 5 | 0.00% | 0.03% | 0.12% | Q2 2016 | Q1 2021 | 13 |
Private Advisor Group, LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
EAGLE ASSET MANAGEMENT INC | 10 | 1 | 0.01% | 0.05% | 0.11% | Q2 2014 | Q2 2019 | 13 |
Kentucky Retirement Systems Insurance Trust Fund | 11 | 2 | 0.04% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 13 |
OKABENA INVESTMENT SERVICES INC | 13 | 13 | 0.01% | 0.49% | 1.28% | Q3 2020 | Q3 2023 | 13 |
FIRST NATIONAL BANK OF OMAHA | 9 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2021 | 13 |
L. Roy Papp & Associates, LLP | 8 | 1 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q2 2023 | 13 |
STEPHENS INC /AR/ | 12 | 1 | 0.00% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 13 |
SPRINGBANK VALUE PARTNERS LP | 13 | 13 | 0.30% | 1.97% | 4.00% | Q2 2013 | Q2 2016 | 13 |
Lenox Wealth Advisors, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2022 | 13 |
Bell Asset Management Ltd | 13 | 13 | 1.30% | 1.61% | 2.04% | Q3 2020 | Q3 2023 | 13 |
Psagot Value Holdings Ltd. | 10 | 3 | 0.01% | 0.11% | 0.21% | Q2 2018 | Q3 2021 | 13 |
Ancora Advisors LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
HRT FINANCIAL LP | 5 | 1 | 0.01% | 0.09% | 0.91% | Q3 2018 | Q3 2023 | 13 |
LOOMIS SAYLES & CO L P | 10 | 1 | 0.00% | 0.04% | 0.12% | Q1 2014 | Q2 2023 | 13 |
IBERIABANK CORP | 10 | 3 | 0.04% | 0.14% | 0.19% | Q1 2013 | Q4 2017 | 13 |
BANK OF HAWAII | 11 | 2 | 0.02% | 0.03% | 0.08% | Q4 2013 | Q1 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Tyers Asset Management LLC | 12 | 12 | 0.01% | 0.10% | 0.24% | Q4 2016 | Q3 2019 | 12 |
X-Square Capital, LLC | 12 | 12 | 0.34% | 0.49% | 0.74% | Q4 2020 | Q3 2023 | 12 |
Community Bank, N.A. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.01% | 0.12% | 0.28% | Q4 2016 | Q3 2019 | 12 |
Origin Asset Management LLP | 12 | 12 | 0.19% | 0.88% | 1.89% | Q3 2018 | Q2 2021 | 12 |
Sandy Spring Bank | 8 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 12 | 12 | 0.77% | 1.17% | 1.53% | Q3 2016 | Q2 2019 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
CENTAURUS FINANCIAL, INC. | 11 | 1 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q1 2023 | 12 |
VAN STRUM & TOWNE INC. | 12 | 12 | 0.10% | 0.17% | 0.25% | Q4 2020 | Q3 2023 | 12 |
GW HENSSLER & ASSOCIATES LTD | 5 | 1 | 0.02% | 0.03% | 0.04% | Q2 2014 | Q2 2023 | 12 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 5 | 3 | 0.01% | 0.05% | 0.11% | Q2 2017 | Q1 2022 | 12 |
Wealth Alliance | 12 | 12 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
CIBC WORLD MARKET INC. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 12 |
HHM Wealth Advisors, LLC | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Dai-ichi Life Insurance Company, Ltd | 8 | 4 | 0.00% | 0.07% | 0.22% | Q3 2018 | Q3 2022 | 12 |
Miracle Mile Advisors, LLC | 12 | 12 | 0.05% | 0.07% | 0.08% | Q1 2019 | Q4 2021 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.01% | 0.08% | 0.19% | Q4 2016 | Q3 2019 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.00% | 0.03% | 0.08% | Q4 2016 | Q3 2019 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Inspire Investing, LLC | 12 | 12 | 0.05% | 0.29% | 0.67% | Q4 2020 | Q3 2023 | 12 |
PATHSTONE FAMILY OFFICE, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
IEQ CAPITAL, LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 12 |
CAXTON ASSOCIATES LP | 7 | 1 | 0.02% | 0.66% | 1.55% | Q3 2017 | Q2 2023 | 12 |
PEREGRINE CAPITAL MANAGEMENT LLC | 12 | 12 | 0.03% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
SPECTRUM ADVISORY SERVICES INC | 12 | 12 | 0.93% | 1.38% | 1.99% | Q2 2013 | Q1 2016 | 12 |
NICHOLAS COMPANY, INC. | 12 | 12 | 0.03% | 0.10% | 0.14% | Q1 2016 | Q4 2018 | 12 |
NEXT Financial Group, Inc | 12 | 12 | 0.02% | 0.03% | 0.07% | Q1 2019 | Q4 2021 | 12 |
BOSTON ADVISORS LLC | 12 | 12 | 0.01% | 0.17% | 0.45% | Q4 2016 | Q3 2019 | 12 |
Heron Bay Capital Management | 12 | 12 | 0.69% | 1.41% | 2.34% | Q4 2020 | Q3 2023 | 12 |
361 CAPITAL LLC | 12 | 12 | 0.19% | 0.39% | 0.69% | Q3 2017 | Q2 2020 | 12 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 11 | 1 | 0.02% | 0.05% | 0.07% | Q2 2010 | Q2 2016 | 12 |
McIlrath & Eck, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
A.R.T. Advisors, LLC | 4 | 1 | 0.01% | 0.19% | 1.19% | Q2 2013 | Q1 2021 | 12 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 12 | 12 | 0.05% | 0.09% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.20% | 0.31% | 0.41% | Q4 2020 | Q3 2023 | 12 |
Hexagon Capital Partners LLC | 12 | 12 | 0.00% | 0.03% | 0.08% | Q4 2020 | Q3 2023 | 12 |
1832 Asset Management L.P. | 8 | 4 | 0.00% | 0.03% | 0.11% | Q3 2014 | Q3 2021 | 12 |
Caprock Group, LLC | 5 | 1 | 0.02% | 0.05% | 0.08% | Q3 2016 | Q1 2023 | 12 |
Empirical Finance, LLC | 10 | 2 | 0.02% | 0.04% | 0.06% | Q1 2018 | Q3 2023 | 12 |
COURIER CAPITAL LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q4 2021 | 12 |
Laurion Capital Management LP | 3 | 1 | 0.00% | 0.01% | 0.05% | Q3 2015 | Q3 2020 | 12 |
Anchor Investment Management, LLC | 10 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2016 | 12 |
Jackson Creek Investment Advisors LLC | 12 | 12 | 0.10% | 0.17% | 0.30% | Q3 2020 | Q2 2023 | 12 |
NewEdge Wealth, LLC | 12 | 12 | 0.08% | 0.12% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Advisor OS, LLC | 12 | 12 | 0.12% | 0.24% | 0.38% | Q4 2020 | Q3 2023 | 12 |
JACKSON SQUARE CAPITAL, LLC | 12 | 12 | 0.15% | 0.20% | 0.34% | Q4 2019 | Q3 2022 | 12 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 12 | 12 | 0.22% | 0.33% | 0.43% | Q4 2016 | Q3 2019 | 12 |
Hudson Value Partners, LLC | 12 | 12 | 1.65% | 2.60% | 3.50% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Cribstone Capital Management, LLC | 9 | 3 | 0.00% | 0.15% | 0.26% | Q4 2018 | Q4 2022 | 12 |
WHITTIER TRUST CO OF NEVADA INC | 7 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 12 |
Kalos Management, Inc. | 12 | 12 | 0.50% | 0.83% | 1.19% | Q1 2017 | Q4 2019 | 12 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
AGF Investments LLC | 4 | 2 | 0.00% | 0.03% | 0.14% | Q4 2016 | Q2 2022 | 11 |
WEST PACES ADVISORS INC. | 7 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 11 |
Vanguard Personalized Indexing Management, LLC | 11 | 11 | 0.02% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 11 |
ATTICUS WEALTH MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Blueshift Asset Management, LLC | 8 | 1 | 0.02% | 0.07% | 0.16% | Q4 2018 | Q2 2023 | 11 |
Virtu Financial LLC | 4 | 1 | 0.01% | 0.08% | 0.21% | Q2 2018 | Q1 2023 | 11 |
Sutton Wealth Advisors Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11 | 11 | 0.06% | 0.11% | 0.16% | Q4 2020 | Q2 2023 | 11 |
COLUMBIA WANGER ASSET MANAGEMENT LLC | 11 | 11 | 0.19% | 0.27% | 0.34% | Q2 2013 | Q4 2015 | 11 |
Dorsey Wright & Associates | 8 | 3 | 0.05% | 0.88% | 1.77% | Q1 2019 | Q4 2021 | 11 |
Gradient Investments LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 11 |
ETRADE Capital Management LLC | 9 | 2 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2020 | 11 |
FULTON BREAKEFIELD BROENNIMAN LLC | 6 | 5 | 0.02% | 0.06% | 0.09% | Q3 2019 | Q2 2022 | 11 |
Railway Pension Investments Ltd | 11 | 11 | 0.02% | 0.21% | 0.38% | Q1 2020 | Q3 2022 | 11 |
Ethic Inc. | 11 | 11 | 0.02% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Intercontinental Wealth Advisors, LLC | 11 | 11 | 0.08% | 0.14% | 0.23% | Q4 2020 | Q2 2023 | 11 |
Lido Advisors, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 11 |
Achmea Investment Management B.V. | 5 | 1 | 0.00% | 0.08% | 0.19% | Q2 2019 | Q2 2023 | 11 |
SevenOneSeven Capital Management | 11 | 11 | 0.49% | 0.90% | 1.38% | Q1 2021 | Q3 2023 | 11 |
CLOVIS CAPITAL MANAGEMENT LP | 8 | 8 | 1.60% | 6.42% | 10.91% | Q2 2014 | Q1 2016 | 11 |
Cetera Advisors LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.02% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 11 |
CreativeOne Wealth, LLC | 11 | 11 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q2 2023 | 11 |
ELLINGTON MANAGEMENT GROUP LLC | 3 | 1 | 0.02% | 0.09% | 0.20% | Q3 2013 | Q2 2019 | 11 |
COZAD ASSET MANAGEMENT INC | 7 | 4 | 0.04% | 0.06% | 0.07% | Q1 2019 | Q4 2021 | 11 |
OSSIAM | 6 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q2 2023 | 11 |
PITTENGER & ANDERSON INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Alta Wealth Advisors LLC | 11 | 11 | 0.16% | 0.60% | 1.22% | Q1 2021 | Q3 2023 | 11 |
FinTrust Capital Advisors, LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q2 2021 | 11 |
Pacific Center for Financial Services | 8 | 3 | 0.02% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 11 |
Sunbelt Securities, Inc. | 11 | 11 | 0.08% | 0.12% | 0.16% | Q1 2021 | Q3 2023 | 11 |
FIRST FINANCIAL CORP /IN/ | 11 | 11 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2022 | 11 |
SNOW CAPITAL MANAGEMENT LP | 7 | 4 | 0.06% | 0.73% | 2.55% | Q2 2013 | Q4 2017 | 11 |
MAVERICK CAPITAL LTD | 7 | 1 | 0.01% | 0.06% | 0.15% | Q3 2019 | Q3 2023 | 11 |
Valeo Financial Advisors, LLC | 7 | 1 | 0.00% | 0.02% | 0.12% | Q1 2018 | Q2 2023 | 11 |
Numeric Investors LLC | 9 | 2 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2017 | 11 |
Shilanski & Associates, Inc. | 11 | 11 | 0.62% | 0.79% | 0.97% | Q2 2019 | Q4 2021 | 11 |
FIDUCIARY TRUST CO | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
YorkBridge Wealth Partners, LLC | 8 | 3 | 0.06% | 0.08% | 0.10% | Q4 2018 | Q3 2022 | 11 |
Compagnie Lombard Odier SCmA | 9 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2021 | 11 |
Johnson Financial Group, Inc. | 11 | 11 | 0.00% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 11 |
WOLFF WIESE MAGANA LLC | 11 | 11 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q2 2023 | 11 |
Hutchin Hill Capital, LP | 4 | 1 | 0.04% | 0.12% | 0.28% | Q3 2013 | Q3 2017 | 11 |
PGGM Investments | 7 | 4 | 0.02% | 0.09% | 0.16% | Q3 2020 | Q2 2023 | 11 |
Oliver Luxxe Assets LLC | 11 | 11 | 0.36% | 0.46% | 0.60% | Q2 2019 | Q4 2021 | 11 |
Berman Capital Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2021 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.11% | 0.32% | Q1 2021 | Q3 2023 | 11 |
Thomas J. Herzfeld Advisors, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Virtue Capital Management, LLC | 4 | 3 | 0.11% | 0.63% | 1.14% | Q4 2017 | Q1 2021 | 11 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.05% | 0.18% | Q3 2016 | Q1 2023 | 10 |
Saturna Capital CORP | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 10 |
Magnetar Financial LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2023 | 10 |
Otter Creek Advisors, LLC | 9 | 1 | 1.00% | 2.18% | 3.16% | Q4 2020 | Q2 2023 | 10 |
BI Asset Management Fondsmaeglerselskab A/S | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
FULTON BANK, N.A. | 10 | 10 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q4 2023 | 10 |
Tidal Investments LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Aurora Investment Counsel | 6 | 4 | 0.45% | 0.95% | 1.32% | Q1 2019 | Q1 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Point72 Asset Management, L.P. | 3 | 2 | 0.00% | 0.10% | 0.22% | Q1 2019 | Q3 2023 | 10 |
CI Global Investments Inc. | 10 | 10 | 0.15% | 1.10% | 2.40% | Q4 2014 | Q1 2017 | 10 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 10 |
BROADVIEW ADVISORS LLC | 9 | 1 | 0.59% | 0.99% | 1.38% | Q4 2015 | Q2 2019 | 10 |
CLINTON GROUP INC | 6 | 2 | 0.02% | 0.32% | 0.80% | Q4 2014 | Q2 2018 | 10 |
CFO4Life Group, LLC | 10 | 10 | 0.13% | 0.21% | 0.27% | Q4 2018 | Q1 2021 | 10 |
Investors Research Corp | 7 | 3 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 10 |
ADVISOR PARTNERS LLC | 9 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q2 2022 | 10 |
Amundi | 10 | 10 | 0.01% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Brinker Capital Investments, LLC | 10 | 10 | 0.04% | 0.10% | 0.18% | Q3 2020 | Q4 2022 | 10 |
Wellington Shields Capital Management, LLC | 7 | 1 | 0.01% | 0.03% | 0.06% | Q3 2015 | Q2 2023 | 10 |
Chesapeake Wealth Management | 5 | 1 | 0.09% | 0.14% | 0.35% | Q3 2018 | Q4 2021 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Lloyd Advisory Services, LLC. | 10 | 10 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q1 2022 | 10 |
BENJAMIN EDWARDS INC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.05% | 0.08% | 0.11% | Q1 2020 | Q2 2022 | 10 |
Global Endowment Management, LP | 8 | 2 | 0.05% | 0.07% | 0.15% | Q4 2016 | Q2 2019 | 10 |
Millrace Asset Group, Inc. | 10 | 10 | 0.78% | 1.33% | 2.09% | Q4 2016 | Q1 2019 | 10 |
Xact Kapitalforvaltning AB | 10 | 10 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q1 2020 | 10 |
Cornerstone Advisors, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
CAROLINAS WEALTH CONSULTING LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2022 | 10 |
MV CAPITAL MANAGEMENT, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Alberta Investment Management Corp | 5 | 2 | 0.00% | 0.02% | 0.12% | Q1 2019 | Q3 2023 | 10 |
Corient Capital Partners, LLC | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2022 | 10 |
AJO, LP | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 10 |
Concord Wealth Partners | 6 | 4 | 0.00% | 0.02% | 0.06% | Q1 2021 | Q3 2023 | 10 |
Lapides Asset Management, LLC | 10 | 10 | 0.39% | 0.98% | 2.03% | Q1 2016 | Q2 2018 | 10 |
NVWM, LLC | 10 | 10 | 0.00% | 0.15% | 0.32% | Q2 2021 | Q3 2023 | 10 |
Seelaus Asset Management LLC | 10 | 10 | 0.13% | 0.29% | 0.57% | Q3 2019 | Q4 2021 | 10 |
Horizon Investments, LLC | 5 | 1 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
TWINBEECH CAPITAL LP | 5 | 1 | 0.06% | 0.28% | 0.41% | Q4 2019 | Q3 2023 | 10 |
CHILTON INVESTMENT CO INC. | 10 | 10 | 0.02% | 0.14% | 0.22% | Q2 2020 | Q3 2022 | 10 |
Independent Portfolio Consultants, Inc. | 8 | 1 | 0.01% | 0.08% | 0.12% | Q3 2013 | Q2 2017 | 9 |
CADENCE CAPITAL MANAGEMENT LLC | 9 | 9 | 0.07% | 0.15% | 0.23% | Q2 2018 | Q2 2020 | 9 |
Psagot Value Holdings Ltd. / (Israel) | 9 | 9 | 0.02% | 0.06% | 0.22% | Q3 2021 | Q3 2023 | 9 |
PEAPACK GLADSTONE FINANCIAL CORP | 7 | 2 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 9 |
Stone Ridge Asset Management LLC | 8 | 1 | 0.02% | 0.05% | 0.07% | Q4 2017 | Q1 2020 | 9 |
Skylands Capital, LLC | 9 | 9 | 0.16% | 0.23% | 0.30% | Q2 2016 | Q2 2018 | 9 |
Suncoast Equity Management | 8 | 1 | 0.04% | 0.06% | 0.10% | Q4 2019 | Q3 2022 | 9 |
FORVIS Wealth Advisors, LLC | 9 | 9 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q4 2020 | 9 |
USS Investment Management Ltd | 9 | 9 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q2 2022 | 9 |
Renasant Bank | 9 | 9 | 0.22% | 0.38% | 0.48% | Q4 2020 | Q4 2022 | 9 |
Allworth Financial LP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Diversified Trust Co | 6 | 3 | 0.01% | 0.06% | 0.10% | Q1 2020 | Q2 2022 | 9 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 9 | 9 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q4 2022 | 9 |
LMCG INVESTMENTS, LLC | 9 | 9 | 0.27% | 0.45% | 0.60% | Q2 2013 | Q2 2015 | 9 |
JANICZEK WEALTH MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 9 |
NATIONAL PENN INVESTORS TRUST CO /PA | 9 | 9 | 0.21% | 0.26% | 0.31% | Q2 2013 | Q2 2015 | 9 |
MCF Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.04% | Q3 2021 | Q3 2023 | 9 |
NewEdge Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 9 |
WESTPORT ADVISERS LLC | 9 | 9 | 0.86% | 1.83% | 2.51% | Q2 2014 | Q2 2016 | 9 |
Teza Capital Management LLC | 3 | 1 | 0.04% | 0.24% | 0.64% | Q1 2018 | Q1 2023 | 9 |
Eagle Bay Advisors LLC | 9 | 9 | 0.01% | 0.05% | 0.08% | Q3 2021 | Q3 2023 | 9 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2023 | 9 |
EVOKE WEALTH, LLC | 3 | 3 | 0.00% | 0.03% | 0.15% | Q3 2019 | Q3 2022 | 9 |
FIRST FOUNDATION ADVISORS | 9 | 9 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q1 2022 | 9 |
Assured Investment Management LLC | 9 | 9 | 0.03% | 0.14% | 0.24% | Q1 2017 | Q1 2019 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 9 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.04% | 0.16% | 0.36% | Q2 2013 | Q2 2023 | 9 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 3 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q1 2022 | 9 |
CX Institutional | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2022 | 9 |
Bridgewater Associates | 3 | 1 | 0.01% | 0.02% | 0.06% | Q4 2019 | Q1 2023 | 9 |
CenterStar Asset Management, LLC | 3 | 1 | 0.00% | 0.06% | 0.22% | Q2 2018 | Q4 2021 | 9 |
Visionary Wealth Advisors | 9 | 9 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q2 2022 | 9 |
CARILLON TOWER ADVISERS, INC. | 9 | 9 | 0.14% | 0.21% | 0.34% | Q4 2018 | Q4 2020 | 9 |
Endurance Wealth Management, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 9 |
Martin Investment Management, LLC | 7 | 2 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q2 2023 | 9 |
Lombard Odier Asset Management (Europe) Ltd | 8 | 1 | 0.01% | 0.37% | 0.94% | Q1 2021 | Q3 2023 | 9 |
WOLVERINE ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.03% | 0.06% | Q3 2015 | Q2 2021 | 9 |
CANANDAIGUA NATIONAL CORP | 9 | 9 | 0.04% | 0.06% | 0.07% | Q2 2020 | Q2 2022 | 9 |
Banco Santander, S.A. | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 9 |
JAMES INVESTMENT RESEARCH INC | 9 | 9 | 0.01% | 0.06% | 0.09% | Q1 2017 | Q1 2019 | 9 |
Aureus Asset Management, LLC | 7 | 2 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2023 | 9 |
WINTON GROUP Ltd | 3 | 3 | 0.01% | 0.10% | 0.25% | Q2 2014 | Q3 2018 | 9 |
Versor Investments LP | 7 | 1 | 0.03% | 0.16% | 0.37% | Q3 2017 | Q4 2021 | 9 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 9 | 9 | 0.22% | 0.51% | 0.74% | Q3 2016 | Q3 2018 | 9 |
SteelPeak Wealth, LLC | 6 | 1 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q2 2023 | 8 |
CHURCHILL MANAGEMENT Corp | 8 | 8 | 0.14% | 0.18% | 0.21% | Q1 2020 | Q4 2021 | 8 |
ALLSTATE CORP | 6 | 1 | 0.01% | 0.02% | 0.06% | Q2 2020 | Q4 2022 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.03% | 0.09% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.06% | 0.16% | Q4 2021 | Q3 2023 | 8 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 8 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 5 | 3 | 0.01% | 0.18% | 0.58% | Q2 2013 | Q2 2019 | 8 |
Quent Capital, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.02% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Freedom Investment Management, Inc. | 8 | 8 | 0.02% | 0.10% | 0.15% | Q2 2020 | Q1 2022 | 8 |
Charles Carroll Financial Partners, LLC | 8 | 8 | 0.78% | 1.21% | 1.74% | Q4 2021 | Q3 2023 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.05% | 0.08% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 1.32% | 1.64% | 2.23% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Sonen Capital LLC | 8 | 8 | 0.52% | 0.74% | 1.33% | Q4 2021 | Q3 2023 | 8 |
Lumina Fund Management LLC | 7 | 1 | 0.01% | 0.20% | 0.30% | Q1 2020 | Q3 2023 | 8 |
Donoghue Forlines LLC | 8 | 8 | 0.08% | 0.33% | 0.54% | Q4 2020 | Q3 2022 | 8 |
LOMBARDIA CAPITAL PARTNERS LLC | 4 | 4 | 0.84% | 1.38% | 1.84% | Q2 2013 | Q1 2017 | 8 |
Magnus Financial Group LLC | 7 | 1 | 0.03% | 0.08% | 0.12% | Q4 2018 | Q4 2020 | 8 |
Smith, Salley & Associates | 7 | 1 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q4 2021 | 8 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 8 | 8 | 0.25% | 0.32% | 0.35% | Q1 2019 | Q4 2020 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.04% | 0.13% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Sterling Capital Management LLC | 8 | 8 | 0.00% | 0.03% | 0.04% | Q3 2016 | Q2 2018 | 8 |
Apriem Advisors | 7 | 1 | 0.01% | 1.81% | 2.26% | Q2 2015 | Q3 2023 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Clarius Group, LLC | 5 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2023 | 8 |
APPLETON PARTNERS INC/MA | 8 | 8 | 0.06% | 0.39% | 0.56% | Q1 2021 | Q4 2022 | 8 |
SCOPUS ASSET MANAGEMENT, L.P. | 7 | 7 | 0.02% | 0.12% | 0.29% | Q2 2020 | Q4 2021 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.16% | 0.40% | Q4 2021 | Q3 2023 | 8 |
LORD, ABBETT & CO. LLC | 6 | 1 | 0.03% | 0.08% | 0.12% | Q1 2018 | Q2 2020 | 8 |
Invictus RG | 5 | 3 | 0.12% | 0.23% | 0.43% | Q3 2016 | Q3 2018 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
DOLIVER ADVISORS, LP | 8 | 8 | 0.06% | 0.11% | 0.16% | Q1 2022 | Q4 2023 | 8 |
FORA Capital, LLC | 3 | 1 | 0.04% | 0.19% | 0.40% | Q4 2019 | Q2 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.32% | 0.46% | 0.67% | Q3 2021 | Q2 2023 | 8 |
BAILARD, INC. | 6 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CSat Investment Advisory, L.P. | 8 | 8 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q1 2021 | 8 |
MUFG Americas Holdings Corp | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2010 | Q3 2022 | 8 |
Regal Investment Advisors LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2023 | 8 |
GAM Holding AG | 5 | 1 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q4 2019 | 8 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q1 2023 | 8 |
North Star Investment Management Corp. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.07% | 0.15% | Q4 2021 | Q3 2023 | 8 |
CEDAR ROCK CAPITAL LTD | 8 | 8 | 5.42% | 10.65% | 13.87% | Q1 2020 | Q4 2021 | 8 |
TCM Advisors, LLC | 8 | 8 | 0.13% | 0.43% | 0.78% | Q4 2021 | Q3 2023 | 8 |
Cove Street Capital, LLC | 8 | 8 | 0.04% | 1.44% | 2.62% | Q1 2016 | Q4 2017 | 8 |
PATTON FUND MANAGEMENT, INC. | 8 | 8 | 0.44% | 0.91% | 1.17% | Q1 2020 | Q4 2021 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
BlackRock Japan Co. Ltd | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Citizens National Bank Trust Department | 8 | 8 | 0.02% | 0.15% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Semmax Financial Advisors Inc. | 5 | 3 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2022 | 8 |
Legacy Wealth Asset Management, LLC | 8 | 8 | 0.09% | 0.16% | 0.22% | Q4 2020 | Q3 2022 | 8 |
Alamar Capital Management, LLC | 8 | 8 | 0.69% | 1.53% | 2.31% | Q4 2020 | Q3 2022 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
STUDIO INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.01% | 0.07% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Wahed Invest LLC | 8 | 8 | 0.06% | 0.11% | 0.21% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Meiji Yasuda Asset Management Co Ltd. | 7 | 1 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q3 2022 | 8 |
HIGHLAND CAPITAL MANAGEMENT LP | 8 | 8 | 0.02% | 0.03% | 0.04% | Q3 2016 | Q2 2018 | 8 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 8 | 8 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q3 2022 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q1 2021 | 8 |
LANDAAS & CO /WI /ADV | 5 | 1 | 0.04% | 0.11% | 0.16% | Q3 2017 | Q1 2022 | 8 |
FORT, L.P. | 8 | 8 | 0.23% | 0.49% | 0.66% | Q3 2020 | Q2 2022 | 8 |
QUALCOMM INC/DE | 8 | 8 | 0.09% | 0.25% | 0.64% | Q2 2013 | Q1 2015 | 8 |
Nicholas Investment Partners, LP | 4 | 4 | 0.04% | 0.18% | 0.41% | Q3 2018 | Q4 2021 | 8 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.04% | 0.10% | Q4 2013 | Q2 2018 | 8 |
Arabesque Asset Management Ltd | 4 | 1 | 0.11% | 0.83% | 2.40% | Q1 2019 | Q1 2022 | 8 |
Jump Financial, LLC | 3 | 1 | 0.01% | 0.06% | 0.22% | Q3 2020 | Q2 2023 | 8 |
FIRST CITIZENS BANK & TRUST CO | 4 | 1 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q4 2019 | 7 |
Motley Fool Asset Management LLC | 5 | 2 | 0.00% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 7 |
Wellington Shields & Co., LLC | 4 | 1 | 0.02% | 0.05% | 0.09% | Q1 2021 | Q2 2023 | 7 |
Georgetown University | 7 | 7 | 0.88% | 1.02% | 1.15% | Q1 2022 | Q3 2023 | 7 |
PITCAIRN CO | 4 | 3 | 0.02% | 0.05% | 0.08% | Q4 2014 | Q4 2021 | 7 |
PDT Partners, LLC | 2 | 1 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2021 | 7 |
PFG Advisors | 5 | 2 | 0.04% | 0.10% | 0.19% | Q3 2021 | Q3 2023 | 7 |
Hennion & Walsh Asset Management, Inc. | 7 | 7 | 0.02% | 0.06% | 0.08% | Q1 2021 | Q3 2022 | 7 |
PIEDMONT INVESTMENT ADVISORS INC | 7 | 7 | 0.03% | 0.05% | 0.08% | Q3 2018 | Q1 2020 | 7 |
Absolute Return Capital, LLC | 4 | 3 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2015 | 7 |
Stuart Chaussee & Associates, Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 7 |
CIBC Private Wealth Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 7 |
Kovack Advisors, Inc. | 6 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2022 | 7 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 6 | 1 | 0.00% | 0.08% | 0.17% | Q2 2014 | Q3 2016 | 7 |
Perfromance Wealth Partners, LLC | 7 | 7 | 0.25% | 0.86% | 1.70% | Q4 2021 | Q2 2023 | 7 |
Transamerica Financial Advisors, Inc. | 6 | 1 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 7 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 6 | 1 | 0.08% | 0.13% | 0.25% | Q2 2014 | Q4 2021 | 7 |
Mariner, LLC | 5 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 7 |
Financial Gravity Asset Management, Inc. | 5 | 1 | 0.00% | 0.07% | 0.24% | Q1 2020 | Q3 2023 | 7 |
CLEAR STREET MARKETS LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q2 2023 | 7 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.02% | 0.05% | 0.10% | Q4 2020 | Q1 2023 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.03% | 0.03% | Q4 2020 | Q2 2022 | 7 |
PICTON MAHONEY ASSET MANAGEMENT | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2015 | 7 |
Virtus Fund Advisers, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2015 | 7 |
Calamos Advisors LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2019 | 7 |
GCA INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.81% | 3.05% | 4.83% | Q2 2015 | Q3 2018 | 7 |
GARGOYLE INVESTMENT ADVISOR L.L.C. | 7 | 7 | 0.14% | 0.31% | 0.48% | Q2 2016 | Q4 2017 | 7 |
Heritage Wealth Advisors | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q1 2020 | 7 |
Quantitative Systematic Strategies LLC | 3 | 2 | 0.04% | 0.12% | 0.25% | Q1 2015 | Q2 2021 | 7 |
Cyrus J. Lawrence, LLC | 7 | 7 | 0.00% | 0.19% | 0.27% | Q1 2022 | Q3 2023 | 7 |
C M BIDWELL & ASSOCIATES LTD | 7 | 7 | 0.20% | 0.33% | 0.69% | Q2 2018 | Q4 2019 | 7 |
ALBION FINANCIAL GROUP /UT | 5 | 2 | 0.04% | 0.42% | 1.21% | Q1 2015 | Q1 2022 | 7 |
OPSEU Pension Plan Trust Fund | 5 | 2 | 0.17% | 0.40% | 0.57% | Q2 2020 | Q3 2022 | 7 |
Heartland Bank & Trust Co | 7 | 7 | 0.23% | 0.52% | 0.81% | Q4 2020 | Q2 2022 | 7 |
Venture Visionary Partners LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q4 2022 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.10% | 0.13% | 0.16% | Q1 2021 | Q4 2022 | 7 |
Sigma Planning Corp | 7 | 7 | 0.02% | 0.02% | 0.04% | Q3 2020 | Q1 2022 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 7 |
Newbridge Financial Services Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 7 |
Borer Denton & Associates, Inc. | 7 | 7 | 0.19% | 0.72% | 1.11% | Q1 2022 | Q3 2023 | 7 |
LaSalle Street Capital Management, LLC | 6 | 1 | 0.16% | 0.27% | 0.34% | Q4 2015 | Q1 2018 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 7 |
Echo Street Capital Management LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 7 |
Wealthspire Advisors, LLC | 5 | 1 | 0.01% | 0.03% | 0.04% | Q3 2019 | Q3 2021 | 7 |
Edgestream Partners, L.P. | 4 | 1 | 0.02% | 0.26% | 0.63% | Q4 2020 | Q1 2023 | 7 |
10-15 ASSOCIATES, INC. | 7 | 7 | 0.42% | 0.55% | 0.63% | Q1 2019 | Q3 2020 | 7 |
Kiwi Wealth Investments Limited Partnership | 7 | 7 | 0.05% | 0.09% | 0.16% | Q2 2020 | Q4 2021 | 7 |
Alambic Investment Management, L.P. | 5 | 2 | 0.06% | 0.29% | 0.84% | Q1 2017 | Q2 2020 | 7 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 7 | 7 | 0.20% | 0.23% | 0.28% | Q1 2019 | Q3 2020 | 7 |
Global Financial Private Capital, Inc | 7 | 7 | 0.12% | 0.13% | 0.14% | Q4 2018 | Q2 2020 | 7 |
Spectrum Management Group, LLC | 4 | 1 | 0.00% | 0.03% | 0.11% | Q3 2017 | Q3 2021 | 7 |
Ellevest, Inc. | 7 | 7 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q1 2023 | 7 |
QUEST CAPITAL MANAGEMENT INC /ADV | 7 | 7 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q4 2021 | 7 |
MARTINGALE ASSET MANAGEMENT L P | 4 | 1 | 0.01% | 0.03% | 0.06% | Q3 2017 | Q2 2021 | 7 |
WCM INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 7 |
VELA Investment Management, LLC | 7 | 7 | 0.27% | 0.63% | 0.83% | Q1 2022 | Q3 2023 | 7 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.00% | 0.21% | 0.46% | Q4 2019 | Q4 2022 | 7 |
Cipher Capital LP | 4 | 1 | 0.03% | 0.10% | 0.35% | Q4 2014 | Q2 2023 | 7 |
Sculptor Capital LP | 7 | 7 | 0.20% | 0.56% | 0.94% | Q2 2014 | Q4 2015 | 7 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 3 | 1 | 0.02% | 0.05% | 0.14% | Q4 2015 | Q4 2019 | 7 |
Virtu KCG Holdings LLC | 5 | 1 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q2 2017 | 7 |
SRS Capital Advisors, Inc. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Holocene Advisors, LP | 1 | 1 | 0.03% | 0.28% | 0.87% | Q2 2019 | Q2 2023 | 6 |
Anchorage Capital Group, L.L.C. | 6 | 6 | 0.21% | 0.75% | 1.37% | Q4 2014 | Q1 2016 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Bain Capital Public Equity Management, LLC | 6 | 6 | 1.34% | 2.38% | 4.51% | Q1 2015 | Q2 2016 | 6 |
ZWJ INVESTMENT COUNSEL INC | 6 | 6 | 0.06% | 0.34% | 0.48% | Q2 2022 | Q3 2023 | 6 |
Axel Capital Management, LLC | 6 | 6 | 0.43% | 3.37% | 6.32% | Q2 2020 | Q3 2021 | 6 |
Jupiter Investment Management Ltd | 3 | 3 | 0.01% | 0.11% | 0.37% | Q3 2013 | Q2 2020 | 6 |
Fisher Asset Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
1623 Capital LLC | 6 | 6 | 1.05% | 1.83% | 2.63% | Q4 2019 | Q1 2021 | 6 |
Laffer Tengler Investments, Inc. | 6 | 6 | 0.00% | 0.08% | 0.17% | Q4 2020 | Q1 2022 | 6 |
PrairieView Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 6 |
Vigilant Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
FCF Advisors LLC | 6 | 6 | 0.36% | 0.53% | 0.60% | Q1 2021 | Q2 2022 | 6 |
Capula Management Ltd | 2 | 1 | 0.00% | 0.03% | 0.06% | Q2 2021 | Q2 2023 | 6 |
Carmichael Hill & Associates, Inc. | 6 | 6 | 0.02% | 0.05% | 0.08% | Q4 2020 | Q1 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
BRYN MAWR CAPITAL MANAGEMENT INC | 3 | 1 | 0.03% | 0.05% | 0.07% | Q4 2013 | Q3 2015 | 6 |
BECKER CAPITAL MANAGEMENT INC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Demars Financial Group, LLC | 6 | 6 | 1.55% | 1.98% | 2.69% | Q4 2020 | Q1 2022 | 6 |
Redwood Investments, LLC | 6 | 6 | 0.02% | 0.02% | 0.04% | Q3 2018 | Q4 2019 | 6 |
Wagner Wealth Management, LLC | 4 | 2 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2022 | 6 |
GOFEN & GLOSSBERG LLC /IL/ | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 6 |
HALSEY ASSOCIATES INC/CT | 4 | 2 | 0.06% | 0.80% | 2.29% | Q4 2017 | Q3 2019 | 6 |
Lombard Odier Asset Management (USA) Corp | 4 | 2 | 0.01% | 0.09% | 0.29% | Q2 2016 | Q4 2022 | 6 |
TRH Financial, LLC | 6 | 6 | 0.07% | 0.13% | 0.18% | Q1 2021 | Q2 2022 | 6 |
WRIGHT INVESTORS SERVICE INC | 5 | 1 | 0.08% | 0.15% | 0.20% | Q1 2014 | Q4 2015 | 6 |
Cunning Capital Partners, LP | 4 | 2 | 1.00% | 2.38% | 3.34% | Q1 2021 | Q3 2022 | 6 |
NuWave Investment Management, LLC | 4 | 2 | 0.00% | 0.25% | 0.71% | Q3 2020 | Q2 2022 | 6 |
Hixon Zuercher, LLC | 6 | 6 | 0.13% | 0.17% | 0.19% | Q4 2020 | Q1 2022 | 6 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 4 | 1 | 0.24% | 0.68% | 1.13% | Q4 2013 | Q4 2018 | 6 |
RITHOLTZ WEALTH MANAGEMENT | 6 | 6 | 0.02% | 0.05% | 0.06% | Q4 2020 | Q1 2022 | 6 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 6 | 6 | 0.05% | 0.05% | 0.06% | Q4 2018 | Q1 2020 | 6 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 6 | 6 | 0.07% | 0.08% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Ergoteles LLC | 2 | 1 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q2 2023 | 6 |
AGF INVESTMENTS INC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2021 | 6 |
Empowered Funds, LLC | 5 | 1 | 0.02% | 0.14% | 0.53% | Q2 2017 | Q3 2023 | 6 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.09% | 0.23% | 0.35% | Q2 2016 | Q1 2022 | 6 |
Laurel Wealth Advisors LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
TOTH FINANCIAL ADVISORY CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 6 |
STRATEGY ASSET MANAGERS LLC | 6 | 6 | 0.13% | 0.21% | 0.28% | Q1 2021 | Q2 2022 | 6 |
SouthState Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Claraphi Advisory Network, LLC | 3 | 1 | 0.07% | 0.12% | 0.19% | Q4 2018 | Q3 2021 | 6 |
CULLINAN ASSOCIATES INC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q1 2023 | 6 |
Wealth Advisory Solutions, LLC | 3 | 1 | 0.06% | 0.09% | 0.18% | Q4 2020 | Q3 2022 | 6 |
JOHNSON INVESTMENT COUNSEL INC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 6 |
Kingsview Wealth Management, LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 6 |
REILLY FINANCIAL ADVISORS, LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2021 | 6 |
Burleson & Company, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
AMERICAN NATIONAL BANK | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
Roystone Capital Management LP | 6 | 6 | 2.89% | 3.33% | 3.58% | Q2 2014 | Q3 2015 | 6 |
Evolution Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 6 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.01% | 0.04% | 0.11% | Q3 2015 | Q1 2019 | 6 |
JONES FINANCIAL COMPANIES LLLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 6 |
Partners Group Holding AG | 6 | 6 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q4 2022 | 6 |
Bouvel Investment Partners, LLC | 6 | 6 | 1.44% | 1.69% | 1.89% | Q4 2020 | Q1 2022 | 6 |
Yorktown Management & Research Co Inc | 6 | 6 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q3 2014 | 6 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2022 | 6 |
Sageworth Trust Co of South Dakota | 6 | 6 | 0.01% | 0.04% | 0.18% | Q4 2021 | Q1 2023 | 6 |
IMA Wealth, Inc. | 6 | 6 | 0.67% | 0.79% | 0.90% | Q2 2022 | Q3 2023 | 6 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.25% | 0.58% | 0.79% | Q4 2019 | Q4 2021 | 6 |
Czech National Bank | 6 | 6 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q4 2023 | 6 |
Migdal Insurance & Financial Holdings Ltd. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 6 |
Connor, Clark & Lunn Investment Management Ltd. | 6 | 6 | 0.00% | 0.04% | 0.07% | Q3 2020 | Q4 2021 | 6 |
Zebra Capital Management LLC | 6 | 6 | 0.14% | 0.30% | 0.47% | Q4 2013 | Q1 2015 | 6 |
Vantage Financial Partners Ltd., Inc. | 6 | 6 | 0.75% | 1.02% | 1.49% | Q3 2019 | Q4 2020 | 6 |
Riverview Trust Co | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q2 2023 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Riverwater Partners LLC | 6 | 6 | 0.25% | 0.31% | 0.36% | Q3 2022 | Q4 2023 | 6 |
Hirtle Callaghan & Co LLC | 6 | 6 | 0.01% | 0.06% | 0.11% | Q4 2021 | Q1 2023 | 6 |
OAK RIDGE INVESTMENTS LLC | 6 | 6 | 0.06% | 0.06% | 0.07% | Q1 2022 | Q2 2023 | 6 |
SlateStone Wealth, LLC | 6 | 6 | 0.13% | 0.24% | 0.36% | Q2 2022 | Q3 2023 | 6 |
Jabre Capital Partners S.A. | 3 | 2 | 0.02% | 0.32% | 1.52% | Q1 2017 | Q3 2018 | 6 |
Weiss Multi-Strategy Advisers LLC | 4 | 1 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
Ilmarinen Mutual Pension Insurance Co | 6 | 6 | 0.06% | 0.08% | 0.09% | Q1 2022 | Q2 2023 | 6 |
Burt Wealth Advisors | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2016 | 6 |
Redhawk Wealth Advisors, Inc. | 6 | 6 | 0.08% | 0.19% | 0.31% | Q3 2018 | Q4 2019 | 6 |
First Allied Advisory Services, Inc. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2020 | 6 |
Pegasus Partners Ltd. | 6 | 6 | 0.12% | 0.42% | 0.73% | Q3 2018 | Q4 2019 | 6 |
Rosenberg Matthew Hamilton | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
AtonRa Partners | 6 | 6 | 0.32% | 0.38% | 0.44% | Q4 2020 | Q1 2022 | 6 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 6 | 6 | 0.07% | 0.08% | 0.08% | Q2 2013 | Q3 2014 | 6 |
Larson Financial Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Alyeska Investment Group, L.P. | 3 | 3 | 0.31% | 0.47% | 0.66% | Q2 2020 | Q2 2023 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Tekne Capital Management, LLC | 6 | 6 | 1.64% | 4.41% | 6.41% | Q2 2014 | Q3 2015 | 6 |
GREAT LAKES ADVISORS, LLC | 5 | 1 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q2 2022 | 6 |
Connectus Wealth, LLC | 6 | 6 | 0.01% | 0.83% | 1.20% | Q2 2022 | Q3 2023 | 6 |
QUANTUM CAPITAL MANAGEMENT | 6 | 6 | 0.09% | 0.11% | 0.15% | Q2 2019 | Q3 2020 | 6 |
AFFINITY INVESTMENT ADVISORS, LLC | 5 | 1 | 0.21% | 0.30% | 0.46% | Q1 2015 | Q2 2018 | 6 |
GeoWealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Checchi Capital Advisers, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q4 2021 | 5 |
PINNACLE FINANCIAL PARTNERS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
DAVENPORT & Co LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
Indie Asset Partners, LLC | 5 | 5 | 0.21% | 0.35% | 0.46% | Q1 2021 | Q1 2022 | 5 |
Alaska Permanent Fund Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
EMINENCE CAPITAL, LP | 4 | 1 | 1.10% | 1.64% | 1.90% | Q2 2013 | Q1 2016 | 5 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.06% | 0.11% | 0.15% | Q2 2015 | Q3 2018 | 5 |
TCW GROUP INC | 3 | 2 | 0.00% | 0.05% | 0.10% | Q2 2016 | Q4 2017 | 5 |
INTECH INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.03% | 0.07% | 0.13% | Q2 2022 | Q2 2023 | 5 |
Santa Fe Partners LLC | 4 | 1 | 0.07% | 0.18% | 0.32% | Q1 2014 | Q2 2015 | 5 |
VERUS CAPITAL PARTNERS, LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q1 2023 | 5 |
Black Creek Investment Management Inc. | 5 | 5 | 3.48% | 7.95% | 10.00% | Q3 2022 | Q3 2023 | 5 |
WFG Advisors, LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
B. Riley Wealth Management, Inc. | 4 | 1 | 0.00% | 0.03% | 0.04% | Q2 2015 | Q2 2022 | 5 |
Airain ltd | 2 | 1 | 0.02% | 0.10% | 0.26% | Q2 2013 | Q4 2015 | 5 |
Prospera Financial Services Inc | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 5 |
O'Dell Group, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 5 |
Oribel Capital Management, LP | 2 | 1 | 0.10% | 0.63% | 1.53% | Q1 2017 | Q1 2023 | 5 |
Standard Family Office LLC | 3 | 1 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 5 |
TimesSquare Capital Management, LLC | 5 | 5 | 0.04% | 0.20% | 0.37% | Q3 2019 | Q3 2020 | 5 |
VIVID FINANCIAL MANAGEMENT, INC. | 5 | 5 | 0.17% | 0.19% | 0.23% | Q4 2020 | Q4 2021 | 5 |
Jericho Capital Asset Management L.P. | 3 | 2 | 0.11% | 2.61% | 3.91% | Q2 2014 | Q3 2015 | 5 |
VAN ECK ASSOCIATES CORP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
ELEMENT POINTE ADVISORS, LLC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q1 2022 | 5 |
GO ETF SOLUTIONS LLP | 5 | 5 | 1.46% | 1.98% | 2.46% | Q4 2016 | Q4 2017 | 5 |
Cranbrook Wealth Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
TUCKER ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BAIRD ROBERT W & CO INC /WI/ | 5 | 5 | 0.01% | 0.07% | 0.16% | Q2 2013 | Q2 2014 | 5 |
RB Capital Management, LLC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q1 2022 | 5 |
SEIZERT CAPITAL PARTNERS, LLC | 5 | 5 | 0.31% | 0.36% | 0.45% | Q3 2022 | Q3 2023 | 5 |
Avior Wealth Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q1 2021 | 5 |
Patriot Financial Group Insurance Agency, LLC | 3 | 2 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q2 2023 | 5 |
Tredje AP-fonden | 5 | 5 | 0.04% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
SCHOLTZ & COMPANY, LLC | 5 | 5 | 1.09% | 1.63% | 2.17% | Q4 2014 | Q4 2015 | 5 |
First Personal Financial Services | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2023 | 5 |
JUPITER ASSET MANAGEMENT LTD | 4 | 1 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q2 2023 | 5 |
CABOT WEALTH MANAGEMENT INC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
River Wealth Advisors LLC | 5 | 5 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q1 2022 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
SHEETS SMITH WEALTH MANAGEMENT | 2 | 1 | 0.08% | 0.19% | 0.31% | Q2 2014 | Q2 2017 | 5 |
Meiji Yasuda Life Insurance Co | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Optimal Asset Management, Inc. | 5 | 5 | 0.07% | 0.14% | 0.19% | Q3 2020 | Q3 2021 | 5 |
Koss-Olinger Consulting, LLC | 5 | 5 | 0.05% | 0.15% | 0.20% | Q3 2022 | Q3 2023 | 5 |
ZPR Investment Management | 5 | 5 | 1.92% | 3.22% | 3.71% | Q3 2018 | Q3 2019 | 5 |
Triasima Portfolio Management inc. | 5 | 5 | 0.13% | 0.17% | 0.20% | Q4 2020 | Q4 2021 | 5 |
Western Wealth Management, LLC | 3 | 2 | 0.01% | 0.05% | 0.11% | Q1 2021 | Q2 2022 | 5 |
Desjardins Global Asset Management Inc. | 3 | 2 | 0.01% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 5 |
Woodline Partners LP | 4 | 1 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 5 |
Sciencast Management LP | 2 | 1 | 0.08% | 0.20% | 0.33% | Q4 2019 | Q2 2022 | 5 |
ORSER CAPITAL MANAGEMENT, LLC | 5 | 5 | 1.56% | 1.74% | 1.93% | Q4 2020 | Q4 2021 | 5 |
SUN LIFE FINANCIAL INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.10% | 0.12% | 0.14% | Q2 2013 | Q2 2014 | 5 |
DUALITY ADVISERS, LP | 4 | 1 | 0.11% | 0.27% | 0.47% | Q3 2020 | Q2 2022 | 5 |
KENNEDY CAPITAL MANAGEMENT LLC | 5 | 5 | 0.05% | 0.22% | 0.38% | Q3 2015 | Q3 2016 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 5 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2014 | 5 |
RATIONAL ADVISORS LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q3 2020 | 5 |
Marcum Wealth, LLC | 5 | 5 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2021 | 5 |
Trust Asset Management LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 5 |
LMR Partners LLP | 3 | 1 | 0.01% | 0.09% | 0.23% | Q3 2018 | Q2 2021 | 5 |
Capital Investment Services of America, Inc. | 5 | 5 | 1.39% | 1.54% | 1.70% | Q3 2022 | Q3 2023 | 5 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2021 | 5 |
NumerixS Investment Technologies Inc | 2 | 1 | 0.02% | 0.04% | 0.06% | Q2 2015 | Q1 2019 | 5 |
Braun-Bostich & Associates Inc. | 5 | 5 | 0.05% | 0.57% | 0.78% | Q3 2020 | Q3 2021 | 5 |
Perennial Investment Advisors, LLC | 5 | 5 | 0.10% | 0.12% | 0.19% | Q4 2020 | Q4 2021 | 5 |
M Holdings Securities, Inc. | 5 | 5 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q1 2023 | 5 |
LINCOLN CAPITAL CORP | 5 | 5 | 0.17% | 1.17% | 1.96% | Q4 2019 | Q4 2020 | 5 |
CHARTWELL INVESTMENT PARTNERS, LLC | 5 | 5 | 0.21% | 0.55% | 0.83% | Q2 2014 | Q2 2015 | 5 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Laurel Wealth Advisors, Inc. | 5 | 5 | 0.04% | 0.06% | 0.09% | Q4 2021 | Q4 2022 | 5 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA | 3 | 2 | 0.49% | 0.96% | 1.43% | Q2 2015 | Q3 2016 | 5 |
MENTA CAPITAL LLC | 3 | 2 | 0.13% | 0.21% | 0.34% | Q2 2013 | Q3 2018 | 5 |
Long Road Investment Counsel, LLC | 5 | 5 | 0.09% | 0.11% | 0.12% | Q1 2021 | Q1 2022 | 5 |
ALTERNA WEALTH MANAGEMENT, INC | 3 | 2 | 0.17% | 0.24% | 0.28% | Q2 2019 | Q1 2022 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
DARUMA CAPITAL MANAGEMENT LLC | 5 | 5 | 0.24% | 0.35% | 0.44% | Q1 2018 | Q1 2019 | 5 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 5 |
BP PLC | 5 | 5 | 0.03% | 0.03% | 0.05% | Q2 2020 | Q2 2021 | 5 |
Wunderlich Capital Managemnt | 5 | 5 | 0.06% | 0.48% | 1.10% | Q3 2021 | Q3 2022 | 5 |
Orion Capital Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 5 | 5 | 0.06% | 0.08% | 0.10% | Q1 2020 | Q1 2021 | 5 |
COTTONWOOD CAPITAL ADVISORS, LLC | 2 | 2 | 0.19% | 0.22% | 0.27% | Q4 2021 | Q2 2023 | 4 |
First Pacific Advisors, LP | 4 | 4 | 0.36% | 0.39% | 0.43% | Q2 2013 | Q1 2014 | 4 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2021 | 4 |
Acrospire Investment Management LLC | 4 | 4 | 0.02% | 0.07% | 0.17% | Q3 2016 | Q2 2017 | 4 |
Capital Advisors, Ltd. LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 4 |
Natixis Investment Managers International | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 4 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 4 | 4 | 0.04% | 0.14% | 0.24% | Q1 2017 | Q4 2017 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
MASTRAPASQUA ASSET MANAGEMENT INC | 4 | 4 | 0.16% | 0.23% | 0.33% | Q2 2015 | Q1 2016 | 4 |
MidWestOne Financial Group, Inc. | 4 | 4 | 0.07% | 0.12% | 0.15% | Q3 2022 | Q2 2023 | 4 |
Lisanti Capital Growth, LLC | 3 | 1 | 0.24% | 0.53% | 0.84% | Q4 2018 | Q4 2019 | 4 |
Ausdal Financial Partners, Inc. | 3 | 1 | 0.03% | 0.08% | 0.11% | Q4 2015 | Q4 2019 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
AHL Partners LLP | 3 | 1 | 0.01% | 0.04% | 0.12% | Q3 2014 | Q3 2017 | 4 |
Roberts Capital Advisors, LLC | 4 | 4 | 0.34% | 0.40% | 0.50% | Q4 2021 | Q3 2022 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2020 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
BDO Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Invictus RG Pte. Ltd. | 4 | 4 | 0.07% | 0.14% | 0.26% | Q1 2014 | Q4 2014 | 4 |
Fairpointe Capital LLC | 4 | 4 | 1.30% | 1.50% | 1.75% | Q2 2013 | Q1 2014 | 4 |
AMF Tjanstepension AB | 4 | 4 | 0.06% | 0.06% | 0.07% | Q2 2022 | Q1 2023 | 4 |
Pendal Group Ltd | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2022 | 4 |
First Eagle Investment Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
CAPITAL GROWTH MANAGEMENT LP | 4 | 4 | 2.79% | 3.43% | 4.38% | Q2 2018 | Q1 2019 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Morningstar Investment Services LLC | 4 | 4 | 0.01% | 0.11% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Rampart Investment Management Company, LLC | 4 | 4 | 0.03% | 0.13% | 0.23% | Q4 2019 | Q3 2020 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
RiverFront Investment Group, LLC | 4 | 4 | 0.27% | 0.28% | 0.30% | Q3 2009 | Q2 2010 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
2Xideas AG | 4 | 4 | 1.04% | 1.76% | 2.38% | Q3 2022 | Q2 2023 | 4 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.06% | 0.17% | 0.29% | Q3 2021 | Q3 2022 | 4 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q1 2017 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 4 |
BREWIN DOLPHIN LTD | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
FORT PITT CAPITAL GROUP, LLC | 4 | 4 | 0.01% | 0.53% | 2.10% | Q4 2022 | Q3 2023 | 4 |
Goldstein Advisors, LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Coe Capital Management, LLC | 4 | 4 | 0.17% | 0.49% | 1.33% | Q4 2013 | Q3 2014 | 4 |
Keene & Associates, Inc. | 4 | 4 | 0.43% | 0.49% | 0.54% | Q4 2022 | Q3 2023 | 4 |
GLG LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q2 2014 | Q1 2015 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Century Capital Management, LLC | 4 | 4 | 0.17% | 0.30% | 0.39% | Q3 2014 | Q2 2015 | 4 |
Aquatic Capital Management LLC | 2 | 2 | 0.01% | 0.11% | 0.31% | Q1 2022 | Q2 2023 | 4 |
Siemens Fonds Invest GmbH | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q2 2022 | 4 |
CONNING INC. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 4 |
ENTERPRISE FINANCIAL SERVICES CORP | 4 | 4 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q3 2021 | 4 |
British Airways Pensions Investment Management Ltd | 4 | 4 | 0.46% | 0.48% | 0.52% | Q2 2020 | Q1 2021 | 4 |
Tygh Capital Management, Inc. | 4 | 4 | 0.40% | 0.83% | 1.04% | Q3 2015 | Q2 2016 | 4 |
Bowling Portfolio Management LLC | 4 | 4 | 0.48% | 0.54% | 0.60% | Q3 2018 | Q2 2019 | 4 |
CULLEN/FROST BANKERS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
MUFG Securities EMEA plc | 3 | 1 | 0.02% | 0.09% | 0.14% | Q3 2018 | Q4 2019 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.48% | 0.52% | 0.56% | Q4 2022 | Q3 2023 | 4 |
BB&T SECURITIES, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2019 | 4 |
FIDUCIARY MANAGEMENT ASSOCIATES LLC | 3 | 1 | 0.02% | 0.32% | 1.20% | Q1 2014 | Q1 2016 | 4 |
PROSPECTOR PARTNERS LLC | 4 | 4 | 0.46% | 0.84% | 1.18% | Q4 2022 | Q3 2023 | 4 |
CHARTWELL INVESTMENT PARTNERS/PA | 4 | 4 | 0.28% | 0.33% | 0.40% | Q2 2013 | Q1 2014 | 4 |
Intersect Capital LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q4 2021 | 4 |
Graphene Investments SAS | 4 | 4 | 1.68% | 1.88% | 1.99% | Q4 2022 | Q3 2023 | 4 |
Investure, LLC | 4 | 4 | 0.84% | 1.31% | 2.05% | Q1 2022 | Q4 2022 | 4 |
Lindenwold Advisors, INC | 4 | 4 | 1.08% | 1.35% | 1.81% | Q4 2021 | Q3 2022 | 4 |
Dynamic Capital Management Ltd | 2 | 1 | 0.09% | 0.17% | 0.34% | Q3 2014 | Q4 2016 | 4 |
Cerity Partners LLC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q2 2023 | 4 |
ALGERT GLOBAL LLC | 2 | 1 | 0.07% | 0.18% | 0.36% | Q1 2014 | Q1 2023 | 4 |
DEERE & CO | 3 | 1 | 0.05% | 0.06% | 0.09% | Q2 2013 | Q1 2016 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
SILVER OAK SECURITIES, INCORPORATED | 3 | 1 | 0.00% | 0.02% | 0.05% | Q3 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Truadvice, LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q3 2020 | Q2 2021 | 4 |
XTX Topco Ltd | 2 | 1 | 0.10% | 0.20% | 0.35% | Q2 2021 | Q3 2023 | 4 |
Beacon Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
JB Capital LLC | 4 | 4 | 0.08% | 0.10% | 0.12% | Q3 2021 | Q2 2022 | 4 |
Doyle Wealth Management | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Gideon Capital Advisors, Inc. | 2 | 1 | 0.09% | 0.23% | 0.50% | Q2 2017 | Q1 2019 | 4 |
Barber Financial Group, Inc. | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q4 2021 | 4 |
BTC Capital Management, Inc. | 4 | 4 | 0.04% | 0.05% | 0.05% | Q1 2019 | Q4 2019 | 4 |
Cerebellum GP, LLC | 3 | 1 | 0.17% | 0.26% | 0.30% | Q2 2018 | Q3 2020 | 4 |
1st Global Advisors, Inc. | 2 | 1 | 0.02% | 0.03% | 0.03% | Q2 2014 | Q2 2017 | 4 |
CORTLAND ASSOCIATES INC/MO | 4 | 4 | 3.11% | 3.93% | 4.78% | Q3 2015 | Q2 2016 | 4 |
ArrowMark Colorado Holdings LLC | 4 | 4 | 0.12% | 0.16% | 0.17% | Q2 2016 | Q1 2017 | 4 |
Brandywine Global Investment Management, LLC | 4 | 4 | 0.02% | 0.23% | 0.34% | Q3 2022 | Q2 2023 | 4 |
TLP GROUP LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q4 2017 | 4 |
Clarkston Capital Partners, LLC | 4 | 4 | 0.46% | 0.76% | 1.14% | Q2 2013 | Q1 2014 | 4 |
MISSION WEALTH MANAGEMENT, LP | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Choate Investment Advisors | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Landsberg, Bennett, & Dubbaneh LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2021 | 4 |
Machina Capital S.A.S. | 1 | 1 | 0.09% | 0.38% | 0.84% | Q1 2019 | Q1 2022 | 4 |
PATRON PARTNERS, LLC | 4 | 4 | 0.17% | 0.18% | 0.20% | Q1 2021 | Q4 2021 | 4 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q3 2021 | 4 |
Versant Capital Management, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q4 2023 | 4 |
Fermata Advisors, LLC | 4 | 4 | 0.09% | 0.15% | 0.22% | Q2 2021 | Q1 2022 | 4 |
Farmers & Merchants Trust Co of Chambersburg PA | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2019 | 4 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Lavaca Capital LLC | 4 | 4 | 0.20% | 0.23% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Red Tortoise LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 4 |
WEALTHFRONT Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
E Fund Management Co., Ltd. | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q1 2022 | 4 |
Epic Trust Investment Advisors, LLC | 4 | 4 | 0.34% | 0.41% | 0.49% | Q3 2022 | Q2 2023 | 4 |
KALMAR INVESTMENTS INC /DE/ | 4 | 4 | 0.44% | 0.65% | 0.78% | Q2 2015 | Q1 2016 | 4 |
Grove Bank & Trust | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Platte River Capital LLC | 4 | 4 | 0.84% | 1.24% | 1.47% | Q4 2014 | Q3 2015 | 4 |
LITTLE HOUSE CAPITAL LLC | 4 | 4 | 0.16% | 0.17% | 0.19% | Q4 2021 | Q3 2022 | 4 |
JENNISON ASSOCIATES LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Dorsey & Whitney Trust CO LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
REGENTATLANTIC CAPITAL LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
Raleigh Capital Management Inc. | 2 | 1 | 0.00% | 0.04% | 0.09% | Q1 2022 | Q3 2023 | 4 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 4 | 4 | 1.73% | 2.18% | 2.52% | Q2 2018 | Q1 2019 | 4 |
US FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2016 | 4 |
Wallace Advisory Group, LLC | 4 | 4 | 0.34% | 0.38% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q1 2018 | 4 |
Balentine LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 4 |
Alta Advisers Ltd | 4 | 4 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q2 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SYMPHONY ASSET MANAGEMENT LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q1 2016 | 4 |
Distillate Capital Partners LLC | 2 | 2 | 0.63% | 0.80% | 0.97% | Q4 2020 | Q3 2022 | 4 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 1 | 0.03% | 0.30% | 0.52% | Q2 2022 | Q2 2023 | 4 |
Truvestments Capital LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
IndexIQ Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Quantamental Technologies LLC | 2 | 1 | 0.04% | 0.49% | 1.14% | Q4 2018 | Q2 2023 | 4 |
Channing Capital Management, LLC | 4 | 4 | 0.28% | 0.33% | 0.37% | Q4 2019 | Q3 2020 | 4 |
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | 4 | 4 | 2.90% | 3.07% | 3.42% | Q1 2022 | Q4 2022 | 4 |
DnB Asset Management AS | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q4 2023 | 4 |
Stux Capital Management, LLC | 4 | 4 | 0.29% | 0.45% | 0.57% | Q2 2013 | Q1 2014 | 4 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 4 |
West Oak Capital, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2021 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
GlobalBridge, Inc. | 4 | 4 | 0.12% | 0.14% | 0.17% | Q2 2013 | Q1 2014 | 4 |
Pine River Capital Management L.P. | 3 | 1 | 0.00% | 0.09% | 0.17% | Q3 2014 | Q4 2015 | 4 |
Aston Asset Management, LLC | 4 | 4 | 0.32% | 0.37% | 0.44% | Q2 2013 | Q1 2014 | 4 |
STRATEGIC WEALTH MANAGEMENT INC | 4 | 4 | 0.57% | 0.60% | 0.66% | Q1 2021 | Q4 2021 | 4 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 4 |
TOMPKINS FINANCIAL CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
TOBAM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 3 |
Gateway Advisory, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q4 2021 | 3 |
HAP Trading, LLC | 2 | 1 | 0.01% | 0.15% | 0.40% | Q2 2014 | Q4 2021 | 3 |
InterOcean Capital Group, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 3 |
SCOPIA CAPITAL MANAGEMENT LP | 3 | 3 | 1.96% | 2.54% | 3.58% | Q2 2016 | Q4 2016 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Ibex Investors LLC | 3 | 3 | 0.12% | 0.20% | 0.25% | Q1 2018 | Q3 2018 | 3 |
MD Financial Management Inc. | 3 | 3 | 0.06% | 0.07% | 0.09% | Q2 2021 | Q4 2021 | 3 |
Vise Technologies, Inc. | 3 | 3 | 0.09% | 0.42% | 0.74% | Q4 2021 | Q2 2022 | 3 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2022 | 3 |
REINHART PARTNERS, LLC. | 3 | 3 | 1.09% | 1.14% | 1.23% | Q2 2013 | Q4 2013 | 3 |
Meeder Advisory Services, Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 3 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 2 | 1 | 0.15% | 0.26% | 0.40% | Q4 2015 | Q1 2020 | 3 |
Vantage Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Winch Advisory Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
State of Wyoming | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 3 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Sageworth Trust Co | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Selective Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.44% | 0.70% | 1.16% | Q4 2018 | Q2 2019 | 3 |
Grantham, Mayo, Van Otterloo & Co. LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2019 | 3 |
Compass Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 3 |
RIVER GLOBAL INVESTORS LLP | 3 | 3 | 0.50% | 0.66% | 0.80% | Q3 2016 | Q1 2017 | 3 |
ProVise Management Group, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Global Alpha Capital Management Ltd. | 3 | 3 | 3.02% | 3.71% | 4.48% | Q2 2013 | Q4 2013 | 3 |
GoalVest Advisory LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 3 |
Integrated Investment Consultants, LLC | 3 | 3 | 0.06% | 0.07% | 0.09% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 3 |
Apollon Wealth Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q4 2021 | 3 |
Clearview Wealth Advisors LLC | 3 | 3 | 0.86% | 0.92% | 1.01% | Q1 2023 | Q3 2023 | 3 |
TIVERTON ASSET MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Pallas Capital Advisors LLC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q4 2021 | 3 |
Realta Investment Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Petrus Trust Company, LTA | 2 | 1 | 0.06% | 0.07% | 0.08% | Q3 2017 | Q2 2018 | 3 |
HERNDON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2015 | 3 |
PRINCETON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Intrinsic Edge Capital Management LLC | 3 | 3 | 0.28% | 0.85% | 1.80% | Q3 2018 | Q1 2019 | 3 |
OBERWEIS ASSET MANAGEMENT INC/ | 2 | 1 | 0.05% | 0.06% | 0.07% | Q1 2014 | Q2 2015 | 3 |
Aubrey Capital Management Ltd | 2 | 1 | 0.11% | 1.12% | 1.79% | Q4 2018 | Q4 2019 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q4 2016 | 3 |
Voya Financial Advisors, Inc. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 3 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 3 |
Contour Asset Management LLC | 3 | 3 | 0.58% | 1.16% | 2.01% | Q4 2014 | Q2 2015 | 3 |
SECURITY NATIONAL TRUST CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 3 |
Oak Thistle LLC | 3 | 3 | 0.16% | 0.27% | 0.48% | Q4 2021 | Q2 2022 | 3 |
MOODY NATIONAL BANK TRUST DIVISION | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 3 |
CarsonAllaria Wealth Management, Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FNY Investment Advisers, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2018 | 3 |
National Mutual Insurance Federation of Agricultural Cooperatives | 3 | 3 | 0.06% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
CITIZENS FINANCIAL GROUP INC/RI | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Eudaimonia Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q2 2022 | Q1 2023 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.04% | 0.09% | Q1 2020 | Q3 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
J2 Capital Management Inc | 2 | 1 | 0.25% | 0.31% | 0.38% | Q4 2021 | Q2 2023 | 3 |
EAM Investors, LLC | 2 | 1 | 0.23% | 0.33% | 0.50% | Q2 2014 | Q1 2018 | 3 |
BECK CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.69% | 0.90% | 1.26% | Q3 2018 | Q4 2019 | 3 |
Moran Wealth Management, LLC | 3 | 3 | 0.01% | 0.18% | 0.50% | Q4 2022 | Q2 2023 | 3 |
Legato Capital Management LLC | 3 | 3 | 0.19% | 0.24% | 0.29% | Q1 2023 | Q3 2023 | 3 |
New England Research & Management, Inc. | 2 | 1 | 0.15% | 0.18% | 0.23% | Q2 2021 | Q2 2023 | 3 |
MJP ASSOCIATES INC /ADV | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Capitolis Advisors LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 3 |
Presidio Capital Management, LLC | 2 | 1 | 0.18% | 0.23% | 0.31% | Q4 2021 | Q1 2023 | 3 |
Private Advisory Group LLC | 2 | 1 | 0.16% | 0.19% | 0.20% | Q4 2018 | Q4 2019 | 3 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.06% | 0.36% | 0.91% | Q2 2017 | Q3 2021 | 3 |
BALDWIN BROTHERS LLC/MA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
LFL Advisers, LLC | 3 | 3 | 0.82% | 0.87% | 0.94% | Q4 2016 | Q2 2017 | 3 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
Keystone Financial Services | 3 | 3 | 0.11% | 0.12% | 0.12% | Q4 2022 | Q2 2023 | 3 |
JNBA Financial Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Nine Chapters Capital Management LLC | 2 | 1 | 0.04% | 0.12% | 0.20% | Q2 2013 | Q1 2014 | 3 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 3 |
Partnervest Advisory Services LLC | 2 | 1 | 0.07% | 0.08% | 0.09% | Q4 2019 | Q3 2020 | 3 |
Sarasin & Partners LLP | 3 | 3 | 0.09% | 0.74% | 1.17% | Q4 2020 | Q2 2021 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
LOEWS CORP | 3 | 3 | 0.04% | 0.06% | 0.10% | Q3 2014 | Q1 2015 | 3 |
Global Wealth Management Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Zions Bancorporation | 3 | 3 | 0.03% | 0.04% | 0.05% | Q3 2017 | Q1 2018 | 3 |
Brookfield Asset Management | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 3 |
Advisors Preferred, LLC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q1 2014 | Q1 2019 | 3 |
Van Hulzen Asset Management, LLC | 3 | 3 | 0.26% | 0.27% | 0.29% | Q2 2019 | Q4 2019 | 3 |
Headlands Technologies LLC | 2 | 1 | 0.09% | 0.16% | 0.28% | Q4 2022 | Q3 2023 | 3 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 3 |
True Bearing Asset Management LP | 2 | 1 | 0.34% | 1.12% | 1.56% | Q2 2013 | Q4 2015 | 3 |
BURNEY CO/ | 3 | 3 | 0.01% | 0.13% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Cadence Bank | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
Inspire Advisors, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
MARATHON CAPITAL MANAGEMENT | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2021 | Q3 2021 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
DREMAN VALUE MANAGEMENT, L L C | 3 | 3 | 0.14% | 0.24% | 0.29% | Q4 2016 | Q2 2017 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Manchester Capital Management LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q1 2023 | 3 |
Platform Technology Partners | 1 | 1 | 0.09% | 0.14% | 0.20% | Q4 2020 | Q4 2021 | 3 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Miura Global Management | 3 | 3 | 0.39% | 0.48% | 0.64% | Q2 2020 | Q4 2020 | 3 |
LSV ASSET MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2017 | 3 |
Winfield Associates, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Keel Point, LLC | 3 | 3 | 0.39% | 0.47% | 0.57% | Q1 2023 | Q3 2023 | 3 |
Boston Trust Walden Corp | 3 | 3 | 0.30% | 0.34% | 0.37% | Q1 2023 | Q3 2023 | 3 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 3 |
COMPASS CAPITAL MANAGEMENT, INC | 3 | 3 | 3.42% | 3.69% | 3.94% | Q1 2023 | Q3 2023 | 3 |
AGF MANAGEMENT LTD | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
NewSquare Capital LLC | 2 | 1 | 0.01% | 0.05% | 0.11% | Q4 2019 | Q4 2021 | 3 |
Bellwether Advisors, LLC | 2 | 1 | 0.00% | 0.08% | 0.24% | Q1 2021 | Q2 2022 | 3 |
CONNABLE OFFICE INC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q4 2016 | Q2 2017 | 3 |
Corvid Peak Capital Management, LLC | 3 | 3 | 1.90% | 2.38% | 3.09% | Q2 2014 | Q4 2014 | 3 |
ClearBridge Investments | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
MQS Management LLC | 2 | 1 | 0.14% | 0.23% | 0.33% | Q1 2022 | Q3 2023 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2022 | 3 |
Perpetual Ltd | 3 | 3 | 0.11% | 0.12% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Prime Capital Investment Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 3 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 3 | 3 | 0.00% | 0.03% | 0.05% | Q3 2021 | Q1 2022 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 1.32% | 2.06% | 3.14% | Q3 2021 | Q1 2022 | 3 |
Kingdom Ridge Capital, LLC | 1 | 1 | 1.04% | 1.43% | 2.04% | Q2 2014 | Q2 2016 | 3 |
Hanlon Investment Management, Inc. | 3 | 3 | 0.24% | 0.25% | 0.27% | Q2 2021 | Q4 2021 | 3 |
Mosaic Family Wealth, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2015 | Q2 2016 | 3 |
Bedel Financial Consulting, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
CAPITAL ONE, NATIONAL ASSOCIATION | 3 | 3 | 0.09% | 0.10% | 0.12% | Q1 2015 | Q3 2015 | 3 |
Hunter Perkins Capital Management, LLC | 3 | 3 | 0.98% | 1.34% | 1.78% | Q4 2022 | Q2 2023 | 3 |
CATAPULT CAPITAL MANAGEMENT LLC | 2 | 1 | 0.11% | 0.22% | 0.38% | Q3 2014 | Q3 2015 | 3 |
GROUP ONE TRADING, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2021 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Personal Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q1 2021 | 2 |
MCKINLEY CAPITAL MANAGEMENT LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2014 | Q2 2014 | 2 |
Thematics Asset Management | 2 | 2 | 0.52% | 0.57% | 0.62% | Q4 2022 | Q1 2023 | 2 |
Alpha DNA Investment Management LLC | 1 | 1 | 0.00% | 0.22% | 0.43% | Q1 2021 | Q1 2023 | 2 |
Brown Advisory Securities, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2018 | Q4 2018 | 2 |
Exos TFP Holdings LLC | 2 | 2 | 0.08% | 0.13% | 0.18% | Q4 2022 | Q1 2023 | 2 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.06% | 0.09% | 0.12% | Q2 2022 | Q4 2022 | 2 |
WASHINGTON TRUST BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
COBALT CAPITAL MANAGEMENT, INC. | 2 | 2 | 1.92% | 2.38% | 2.85% | Q2 2014 | Q3 2014 | 2 |
Leap Investments LP | 1 | 1 | 0.15% | 0.22% | 0.29% | Q4 2019 | Q2 2020 | 2 |
Harvest Investment Services, LLC | 1 | 1 | 0.15% | 0.18% | 0.21% | Q4 2019 | Q3 2020 | 2 |
Tourbillon Capital Partners, L.P. | 2 | 2 | 0.72% | 0.91% | 1.09% | Q2 2014 | Q3 2014 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
Covenant Asset Management, LLC | 1 | 1 | 0.51% | 0.68% | 0.85% | Q4 2021 | Q3 2022 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q1 2019 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
South Dakota Investment Council | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Clean Yield Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Delpha Capital Management, LLC | 2 | 2 | 0.11% | 0.20% | 0.29% | Q4 2017 | Q1 2018 | 2 |
CURIAN CAPITAL LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q1 2014 | 2 |
Select Equity Group, L.P. | 2 | 2 | 0.43% | 0.51% | 0.60% | Q1 2018 | Q2 2018 | 2 |
Ardevora Asset Management LLP | 2 | 2 | 0.74% | 0.77% | 0.81% | Q4 2021 | Q1 2022 | 2 |
SkyView Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
FACTORY MUTUAL INSURANCE CO | 2 | 2 | 0.10% | 0.14% | 0.18% | Q2 2016 | Q3 2016 | 2 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 2 | 2 | 0.18% | 0.20% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Carroll Investors, Inc | 2 | 2 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Perpetual Investment Management Ltd | 2 | 2 | 0.88% | 1.00% | 1.12% | Q3 2022 | Q4 2022 | 2 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 1 | 1 | 0.59% | 0.94% | 1.29% | Q2 2014 | Q2 2015 | 2 |
WestEnd Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Connecticut Wealth Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Covington Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q1 2022 | 2 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 2 | 2 | 1.57% | 2.03% | 2.49% | Q2 2019 | Q3 2019 | 2 |
AdvisorShares Investments LLC | 2 | 2 | 0.25% | 0.27% | 0.29% | Q3 2021 | Q4 2021 | 2 |
WESTWOOD MANAGEMENT CORP /IL/ | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q2 2014 | 2 |
Newfound Research LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2021 | Q1 2022 | 2 |
Handelsinvest Investeringsforvaltning | 2 | 2 | 0.63% | 0.80% | 0.96% | Q4 2015 | Q1 2016 | 2 |
Gilbert & Cook, Inc. | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
Lourd Capital, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2018 | 2 |
Burns Matteson Capital Management, LLC | 2 | 2 | 0.22% | 0.39% | 0.56% | Q4 2021 | Q1 2022 | 2 |
Ten Capital Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Harvey Partners, LLC | 2 | 2 | 1.18% | 1.34% | 1.50% | Q4 2015 | Q1 2016 | 2 |
XXEC, Inc. | 2 | 2 | 10.97% | 11.16% | 11.35% | Q3 2020 | Q4 2020 | 2 |
TCWP LLC | 1 | 1 | 0.00% | 0.04% | 0.07% | Q1 2022 | Q4 2022 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q4 2021 | 2 |
Jacobi Capital Management LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2021 | 2 |
Forager Funds Management Pty Ltd | 2 | 2 | 5.80% | 6.02% | 6.25% | Q2 2022 | Q3 2022 | 2 |
Emancipation Management LLC | 1 | 1 | 1.13% | 2.34% | 3.55% | Q2 2015 | Q4 2018 | 2 |
Activest Wealth Management | 2 | 2 | 0.00% | 0.01% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Continuum Advisory, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Lumature Wealth Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Oakworth Capital, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2019 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q1 2019 | 2 |
SEI TRUST CO | 2 | 2 | 0.03% | 0.04% | 0.06% | Q2 2014 | Q3 2014 | 2 |
Curi Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Cognios Capital, LLC | 1 | 1 | 0.04% | 0.27% | 0.50% | Q1 2019 | Q1 2020 | 2 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 2 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
WEXFORD CAPITAL LP | 1 | 1 | 0.03% | 0.13% | 0.24% | Q2 2014 | Q2 2020 | 2 |
Wills Financial Group, Inc. | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
Jade Capital Advisors, LLC | 2 | 2 | 1.61% | 1.76% | 1.91% | Q4 2019 | Q1 2020 | 2 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Investment Research & Advisory Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Enlightenment Research, LLC | 1 | 1 | 0.17% | 0.62% | 1.08% | Q2 2019 | Q4 2019 | 2 |
SOA Wealth Advisors, LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
WADDELL & REED FINANCIAL INC | 2 | 2 | 0.06% | 0.13% | 0.20% | Q4 2020 | Q1 2021 | 2 |
Convergence Investment Partners, LLC | 1 | 1 | 0.00% | 0.12% | 0.24% | Q1 2018 | Q3 2018 | 2 |
Virtus ETF Advisers LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2020 | 2 |
KINGS POINT CAPITAL MANAGEMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
IBEX WEALTH ADVISORS | 2 | 2 | 0.61% | 0.65% | 0.68% | Q3 2021 | Q4 2021 | 2 |
NWAM LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2019 | Q4 2019 | 2 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2023 | 2 |
ARISTOTLE FUND, L.P. | 2 | 2 | 0.67% | 0.68% | 0.70% | Q3 2016 | Q4 2016 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
COMERICA SECURITIES INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q4 2018 | 2 |
Goelzer Investment Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
West Tower Group, LLC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Your Advocates Ltd., LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
ALPHA WINDWARD LLC | 2 | 2 | 0.29% | 0.30% | 0.30% | Q3 2017 | Q4 2017 | 2 |
Private Capital Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
NorthRock Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2021 | 2 |
Impax Asset Management Group plc | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q1 2019 | 2 |
GILDER GAGNON HOWE & CO LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Royal Fund Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Price Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
MCDANIEL TERRY & CO | 2 | 2 | 0.11% | 0.52% | 0.92% | Q2 2023 | Q3 2023 | 2 |
Linscomb & Williams, Inc. | 2 | 2 | 0.05% | 0.07% | 0.08% | Q4 2019 | Q1 2020 | 2 |
Fulcrum Equity Management | 2 | 2 | 0.08% | 0.09% | 0.09% | Q3 2021 | Q4 2021 | 2 |
Financial Architects, Inc | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Clearstead Trust, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Pensionfund DSM Netherlands | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q4 2021 | 2 |
Signition LP | 1 | 1 | 0.12% | 0.16% | 0.20% | Q2 2018 | Q1 2019 | 2 |
First Command Financial Services, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
TRUEWEALTH LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
SHAPIRO CAPITAL MANAGEMENT LLC | 2 | 2 | 0.67% | 0.77% | 0.87% | Q2 2013 | Q3 2013 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Blackstone Inc. | 1 | 1 | 0.04% | 0.05% | 0.06% | Q4 2015 | Q2 2016 | 2 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 2 |
Tyler-Stone Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FRED ALGER MANAGEMENT, LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2022 | Q3 2022 | 2 |
Harel Insurance Investments & Financial Services Ltd. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2019 | 2 |
SYSTM Wealth Solutions LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
S.A. Mason LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q1 2020 | 2 |
Soros Fund Management | 2 | 2 | 0.11% | 0.16% | 0.22% | Q2 2014 | Q3 2014 | 2 |
ASTURIAS CAPITAL LLC | 2 | 2 | 2.57% | 6.41% | 10.26% | Q1 2016 | Q2 2016 | 2 |
Cinctive Capital Management LP | 2 | 2 | 0.66% | 0.76% | 0.86% | Q2 2020 | Q3 2020 | 2 |
Thrive Wealth Management, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q2 2023 | 2 |
Maven Securities LTD | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 2 |
WEBSTER BANK, N. A. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.10% | 0.19% | Q4 2018 | Q2 2021 | 2 |
LUCUS ADVISORS LLC | 1 | 1 | 0.39% | 0.44% | 0.49% | Q1 2017 | Q3 2017 | 2 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
REYNOLDS CAPITAL MANAGEMENT LLC | 2 | 2 | 0.23% | 0.23% | 0.23% | Q1 2015 | Q2 2015 | 2 |
J.W. COLE ADVISORS, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
ABANCO INVESTORS LTD., LLC | 2 | 2 | 6.29% | 6.78% | 7.27% | Q3 2022 | Q4 2022 | 2 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.05% | 0.09% | Q2 2017 | Q1 2018 | 2 |
QCM Cayman, Ltd. | 1 | 1 | 0.05% | 0.09% | 0.13% | Q2 2014 | Q1 2017 | 2 |
KOCH INDUSTRIES INC | 1 | 1 | 0.05% | 0.06% | 0.08% | Q3 2017 | Q1 2018 | 2 |
Capital Investment Advisory Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Index Management Solutions, LLC | 2 | 2 | 0.02% | 0.05% | 0.08% | Q2 2015 | Q3 2015 | 2 |
EXANE DERIVATIVES | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
ADVANCE CAPITAL I INC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2013 | Q3 2013 | 2 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
TFS CAPITAL LLC | 2 | 2 | 0.06% | 0.08% | 0.09% | Q2 2013 | Q3 2013 | 2 |
CNA FINANCIAL CORP | 2 | 2 | 2.34% | 3.43% | 4.51% | Q4 2022 | Q1 2023 | 2 |
Bogart Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
O'Keefe Stevens Advisory, Inc. | 2 | 2 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q4 2021 | 2 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 2 |
Kortright Capital Partners LP | 2 | 2 | 0.22% | 0.27% | 0.33% | Q2 2015 | Q3 2015 | 2 |
Polaris Wealth Advisory Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q2 2021 | 2 |
Sequoia Financial Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Pearl River Capital, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q3 2020 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Man Investments Ltd | 2 | 2 | 0.07% | 0.12% | 0.16% | Q1 2014 | Q2 2014 | 2 |
Shamrock Asset Management LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q3 2019 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 2 |
Cornerstone Investment Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Wing Lake Capital, LLC | 2 | 2 | 3.84% | 3.86% | 3.87% | Q4 2013 | Q1 2014 | 2 |
Trellus Management Company, LLC | 2 | 2 | 0.49% | 0.94% | 1.38% | Q4 2016 | Q1 2017 | 2 |
F/M Investments LLC | 2 | 2 | 0.21% | 0.24% | 0.28% | Q4 2020 | Q1 2021 | 2 |
ADVISORY RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2016 | 2 |
Seminole Management Co., Inc. | 2 | 2 | 0.04% | 0.06% | 0.08% | Q1 2015 | Q2 2015 | 2 |
Lifeworks Advisors, LLC | 2 | 2 | 0.66% | 0.77% | 0.87% | Q4 2021 | Q1 2022 | 2 |
Bronson Point Management LLC | 2 | 2 | 1.31% | 1.85% | 2.38% | Q3 2017 | Q4 2017 | 2 |
National Wealth Management Group, LLC | 2 | 2 | 0.26% | 0.29% | 0.32% | Q1 2023 | Q2 2023 | 2 |
M&G INVESTMENT MANAGEMENT LTD | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Bluefin Trading, LLC | 1 | 1 | 0.00% | 0.05% | 0.10% | Q1 2016 | Q1 2016 | 2 |
Delos Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
LUMINUS MANAGEMENT LLC | 2 | 2 | 0.21% | 0.30% | 0.38% | Q4 2019 | Q1 2020 | 2 |
Kovitz Investment Group Partners, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q3 2021 | 2 |
Sapience Investments, LLC | 2 | 2 | 1.06% | 1.46% | 1.87% | Q4 2016 | Q1 2017 | 2 |
Olympiad Research LP | 1 | 1 | 0.09% | 0.17% | 0.26% | Q2 2020 | Q3 2021 | 2 |
Latitude Advisors, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q4 2021 | 2 |
NorthCrest Asset Manangement, LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q1 2023 | Q2 2023 | 2 |
Kemnay Advisory Services Inc. | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2021 | Q3 2021 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 2 |
SVB WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
ALTFEST L J & CO INC | 1 | 1 | 0.05% | 0.06% | 0.06% | Q2 2019 | Q4 2020 | 2 |
Columbia Asset Management | 1 | 1 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2022 | 2 |
First Command Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
BRANDYWINE MANAGERS, LLC | 2 | 2 | 4.47% | 4.74% | 5.01% | Q1 2023 | Q2 2023 | 2 |
Princeton Alpha Management LP | 1 | 1 | 0.06% | 0.07% | 0.09% | Q1 2014 | Q1 2016 | 2 |
INCEPTIONR LLC | 1 | 1 | 0.14% | 0.15% | 0.15% | Q1 2023 | Q3 2023 | 2 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Pacifica Partners Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
BrandyTrust Global Partners, LP | 2 | 2 | 6.29% | 6.78% | 7.27% | Q3 2022 | Q4 2022 | 2 |
AIA Group Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
tru Independence LLC | 1 | 1 | 0.00% | 0.14% | 0.28% | Q4 2019 | Q2 2020 | 2 |
Flaharty Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 1 | 1 | 0.51% | 0.51% | 0.51% | Q1 2019 | Q1 2019 | 1 |
Syntal Capital Partners, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2021 | Q3 2021 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
NatWest Group plc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2022 | Q3 2022 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Global X Management CO LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
GraniteShares Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
Symphony Financial, Ltd. Co. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2021 | Q3 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
MAIRS & POWER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Moloney Securities Asset Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2022 | Q2 2022 | 1 |
EA Series Trust | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
City State Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
MANA Advisors LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2017 | Q4 2017 | 1 |
FENIMORE ASSET MANAGEMENT TRUST | 1 | 1 | 2.85% | 2.85% | 2.85% | Q3 2013 | Q3 2013 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Hurlow Wealth Management Group, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
Leucadia National | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
MEANS INVESTMENT CO., INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Callan Family Office, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
L & S Advisors Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Landmark Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
American Financial Network Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
ASSET MANAGEMENT CORP /IL/ /ADV | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
Copeland Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
RS INVESTMENT MANAGEMENT CO LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2016 | Q1 2016 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
KDI CAPITAL PARTNERS LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2018 | Q1 2018 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
AlphaCentric Advisors LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
DENVER INVESTMENT ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Monument Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MAGNOLIA CAPITAL ADVISORS LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Crestline Management, LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2016 | Q4 2016 | 1 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q1 2023 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
OAK FAMILY ADVISORS, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
IPG Investment Advisors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2018 | Q1 2018 | 1 |
Candlestick Capital Management LP | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2021 | Q1 2021 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2019 | Q1 2019 | 1 |
MORGENS WATERFALL VINTIADIS & CO INC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2018 | Q2 2018 | 1 |
TradeLink Capital LLC | 1 | 1 | 2.45% | 2.45% | 2.45% | Q1 2019 | Q1 2019 | 1 |
North Fourth Asset Management, LP | 1 | 1 | 4.69% | 4.69% | 4.69% | Q3 2023 | Q3 2023 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
TURNER INVESTMENTS LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2015 | Q2 2015 | 1 |
Rotella Capital Management, Inc. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2015 | Q2 2015 | 1 |
Silverleafe Capital Partners, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q1 2021 | Q1 2021 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
NBT BANK N A /NY | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
COOKSON PEIRCE & CO INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
DONALDSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Onex Canada Asset Management Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
JFG Wealth Management, LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q3 2020 | Q3 2020 | 1 |
DELTEC ASSET MANAGEMENT LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2022 | Q3 2022 | 1 |
Sterling Global Strategies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Values Added Financial LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2023 | Q2 2023 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2018 | Q4 2018 | 1 |
SpiderRock Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Crescent Grove Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Apertura Capital, LLC | 1 | 1 | 1.98% | 1.98% | 1.98% | Q4 2015 | Q4 2015 | 1 |
Sunnymeath Asset Management, Inc. | 1 | 1 | 1.55% | 1.55% | 1.55% | Q1 2016 | Q1 2016 | 1 |
Allied Investment Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Benson Investment Management Company, Inc. | 1 | 1 | 1.93% | 1.93% | 1.93% | Q2 2022 | Q2 2022 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
HighVista Strategies LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2018 | Q4 2018 | 1 |
NKCFO LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Waverly Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Diametric Capital, LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2018 | Q3 2018 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
NSB Advisors LLC | 1 | 1 | 4.66% | 4.66% | 4.66% | Q1 2015 | Q1 2015 | 1 |
Founders Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
Geneva Partners, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2020 | Q2 2020 | 1 |
Vanguard Capital Wealth Advisors | 1 | 1 | 0.79% | 0.79% | 0.79% | Q4 2020 | Q4 2020 | 1 |
SCHWARTZ INVESTMENT COUNSEL INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2013 | Q2 2013 | 1 |
Veracity Capital LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Orbitronix, LP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2014 | Q3 2014 | 1 |
V-Square Quantitative Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
APIS CAPITAL ADVISORS, LLC | 1 | 1 | 3.88% | 3.88% | 3.88% | Q3 2019 | Q3 2019 | 1 |
Port Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
UBS OCONNOR LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
WESPAC Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2021 | Q3 2021 | 1 |
LONDON CO OF VIRGINIA | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
DRIVE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
Owls Nest Partners IA, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2023 | Q1 2023 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Schechter Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Balter Liquid Alternatives, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2018 | Q4 2018 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 1.63% | 1.63% | 1.63% | Q4 2019 | Q4 2019 | 1 |
Engrave Wealth Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Calvert Investment Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Whale Rock Capital Management | 1 | 1 | 0.80% | 0.80% | 0.80% | Q2 2015 | Q2 2015 | 1 |
Quilter Plc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ALPHASIMPLEX GROUP, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
ENDICOTT MANAGEMENT CO | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2015 | Q3 2015 | 1 |
Astrantus Ltd | 1 | 1 | 1.11% | 1.11% | 1.11% | Q4 2021 | Q4 2021 | 1 |
Fortune 45 LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Hatteras Alternative Mutual Funds, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2013 | Q4 2013 | 1 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2019 | Q3 2019 | 1 |
RAMSEY QUANTITATIVE SYSTEMS | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2017 | Q4 2017 | 1 |
Premia Global Advisors, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2019 | Q1 2019 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2019 | Q3 2019 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Fairfax Financial Holdings | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
MIK Capital, LP | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2020 | Q4 2020 | 1 |
Sandbar Asset Management LLP | 1 | 1 | 1.18% | 1.18% | 1.18% | Q3 2020 | Q3 2020 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
COMMUNITY TRUST & INVESTMENT CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
SPOT TRADING L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
BBT Capital Management, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q1 2019 | Q1 2019 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Alkeon Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CANTOR FITZGERALD, L. P. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2022 | Q2 2022 | 1 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
HighTower Trust Company, N.A. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2022 | Q2 2022 | 1 |
ALYDAR PARTNERS LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2014 | Q4 2014 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.80% | 0.80% | 0.80% | Q1 2022 | Q1 2022 | 1 |
JAG CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2019 | Q2 2019 | 1 |
GYL FINANCIAL SYNERGIES, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Mascoma Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Nelson Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Andesa Financial Management Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2019 | Q1 2019 | 1 |
General Partner, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
ANALYTIC INVESTORS, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2014 | Q2 2014 | 1 |
COWEN INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
Palogic Value Management, L.P. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
EQUITABLE TRUST CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Polianta Ltd | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2019 | Q1 2019 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
O'Neil Global Advisors, Inc. | 1 | 1 | 0.70% | 0.70% | 0.70% | Q1 2021 | Q1 2021 | 1 |
ENGINE NO. 1 LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Minot Wealth Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Hoxton Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Silicon Valley Capital Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
JOURNEY STRATEGIC WEALTH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2014 | Q4 2014 | 1 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q1 2021 | 1 |
Forum Financial Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 1.65% | 1.65% | 1.65% | Q3 2015 | Q3 2015 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
WHITEBOX ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Numerai GP LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2022 | Q4 2022 | 1 |
HENNESSY ADVISORS INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2016 | Q3 2016 | 1 |
Archer Investment Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Garda Capital Partners LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2021 | Q1 2021 | 1 |
SRB CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Appian Way Asset Management LP | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2023 | Q3 2023 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ICC CAPITAL MANAGEMENT INC/ | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2015 | Q1 2015 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BRYN MAWR TRUST Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Jaffetilchin Investment Partners, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2017 | Q2 2017 | 1 |
CATALYST FINANCIAL PARTNERS LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Alaethes Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Visium Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Arden Trust Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
JS Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
PICTET BANK & TRUST Ltd | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2021 | Q2 2021 | 1 |
CTC Capital Management, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2022 | Q1 2022 | 1 |
Hayman Capital | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2014 | Q2 2014 | 1 |
Ulrich Consultants & Investment Group, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2022 | Q2 2022 | 1 |
WMG Financial Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
Platte River Wealth Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Columbia Pacific Advisors, LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q2 2015 | Q2 2015 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
One Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Banco de Sabadell, S.A | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2020 | Q3 2020 | 1 |
Summit Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2021 | Q1 2021 | 1 |
TRILLIUM ASSET MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Dakota Wealth Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ZEKE CAPITAL ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
USCA RIA LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
THOMAS WHITE INTERNATIONAL LTD | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
ASTER INVESTMENT MANAGEMENT CO INC | 1 | 1 | 1.03% | 1.03% | 1.03% | Q2 2013 | Q2 2013 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Pluribus Labs, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
Lomas Capital Management, LLC | 1 | 1 | 1.18% | 1.18% | 1.18% | Q4 2017 | Q4 2017 | 1 |
SCOTIA CAPITAL INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
RMR Wealth Builders | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Portolan Capital Management | 1 | 1 | 0.88% | 0.88% | 0.88% | Q4 2015 | Q4 2015 | 1 |
Mendota Financial Group, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Shay Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Shellback Capital, LP | 1 | 1 | 2.70% | 2.70% | 2.70% | Q1 2017 | Q1 2017 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Vahanian & Associates Financial Planning Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Claar Advisors LLC | 1 | 1 | 1.42% | 1.42% | 1.42% | Q2 2014 | Q2 2014 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2014 | Q4 2014 | 1 |
SECOR Capital Advisors, LP | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2013 | Q4 2013 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MARINO, STRAM & ASSOCIATES LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
Charles Schwab Trust Co | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RBF Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
THOMPSON DAVIS & CO., INC. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2015 | Q2 2015 | 1 |
Alpha Paradigm Partners, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
Decatur Capital Management, Inc. | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2014 | Q1 2014 | 1 |
NWK Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
FAGAN ASSOCIATES, INC. | 1 | 1 | 0.88% | 0.88% | 0.88% | Q2 2015 | Q2 2015 | 1 |
Advanced Portfolio Management, LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q3 2023 | Q3 2023 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2017 | Q1 2017 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
HNP Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Sullivan, Bruyette, Speros & Blaney, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Palestra Capital Management LLC | 1 | 1 | 3.24% | 3.24% | 3.24% | Q2 2014 | Q2 2014 | 1 |
United Community Bank | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 1 | 1 | 1.29% | 1.29% | 1.29% | Q3 2023 | Q3 2023 | 1 |
SG Capital Management LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2018 | Q3 2018 | 1 |
MARCO INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own ZEBRA TECHNOLOGIES CORP or have owned ZEBRA TECHNOLOGIES CORP in the past.