Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29 | 29 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 86 |
Citadel Advisors | 26 | 2 | 0.00% | 0.01% | 0.14% | Q3 2016 | Q3 2023 | 80 |
Walleye Trading LLC | 29 | 29 | 0.00% | 0.02% | 0.09% | Q3 2016 | Q3 2023 | 76 |
WOLVERINE TRADING, LLC | 23 | 1 | 0.00% | 0.01% | 0.05% | Q3 2016 | Q3 2023 | 70 |
Cutler Group LLC / CA | 14 | 12 | 0.00% | 0.01% | 0.12% | Q3 2016 | Q3 2023 | 66 |
CITIGROUP INC | 29 | 29 | 0.00% | 0.01% | 0.05% | Q3 2016 | Q3 2023 | 65 |
JANE STREET GROUP, LLC | 29 | 29 | 0.00% | 0.01% | 0.06% | Q3 2016 | Q3 2023 | 64 |
MILLENNIUM MANAGEMENT LLC | 29 | 29 | 0.00% | 0.03% | 0.16% | Q3 2016 | Q3 2023 | 64 |
Parallax Volatility Advisers, L.P. | 29 | 29 | 0.00% | 0.01% | 0.15% | Q3 2016 | Q3 2023 | 63 |
CAPSTONE INVESTMENT ADVISORS, LLC | 22 | 2 | 0.00% | 0.04% | 0.26% | Q3 2016 | Q3 2023 | 60 |
BARCLAYS PLC | 29 | 29 | 0.00% | 0.02% | 0.06% | Q3 2016 | Q3 2023 | 57 |
GOLDMAN SACHS GROUP INC | 29 | 29 | 0.00% | 0.02% | 0.10% | Q3 2016 | Q3 2023 | 53 |
UBS Group AG | 29 | 29 | 0.00% | 0.03% | 0.21% | Q3 2016 | Q3 2023 | 48 |
CAPITAL FUND MANAGEMENT S.A. | 12 | 1 | 0.00% | 0.03% | 0.26% | Q3 2016 | Q3 2023 | 47 |
ROYAL BANK OF CANADA | 29 | 29 | 0.00% | 0.03% | 0.08% | Q3 2016 | Q3 2023 | 46 |
RAYMOND JAMES & ASSOCIATES | 29 | 29 | 0.00% | 0.06% | 0.21% | Q3 2016 | Q3 2023 | 44 |
BNP PARIBAS FINANCIAL MARKETS | 29 | 29 | 0.00% | 0.03% | 0.15% | Q3 2016 | Q3 2023 | 44 |
PEAK6 Investments LLC | 16 | 4 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q3 2023 | 43 |
DEUTSCHE BANK AG\ | 29 | 29 | 0.00% | 0.06% | 0.15% | Q3 2016 | Q3 2023 | 42 |
M&T BANK CORP | 29 | 29 | 0.00% | 0.09% | 0.30% | Q3 2016 | Q3 2023 | 41 |
Cubist Systematic Strategies, LLC | 29 | 29 | 0.00% | 0.09% | 0.44% | Q3 2016 | Q3 2023 | 40 |
Squarepoint Ops LLC | 12 | 2 | 0.00% | 0.05% | 0.40% | Q3 2016 | Q3 2023 | 39 |
HSBC HOLDINGS PLC | 29 | 29 | 0.00% | 0.01% | 0.08% | Q3 2016 | Q3 2023 | 37 |
BANK OF AMERICA CORP /DE/ | 29 | 29 | 0.00% | 0.04% | 0.07% | Q3 2016 | Q3 2023 | 37 |
CREDIT SUISSE AG/ | 29 | 29 | 0.00% | 0.05% | 0.15% | Q3 2016 | Q3 2023 | 36 |
D. E. Shaw & Co., Inc. | 24 | 4 | 0.00% | 0.06% | 0.23% | Q3 2016 | Q3 2023 | 36 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2023 | 33 |
Paloma Partners Management Co | 16 | 1 | 0.00% | 0.08% | 0.55% | Q3 2016 | Q3 2023 | 33 |
WELLS FARGO & COMPANY/MN | 29 | 29 | 0.00% | 0.05% | 0.13% | Q3 2016 | Q3 2023 | 33 |
TUDOR INVESTMENT CORP ET AL | 11 | 4 | 0.00% | 0.12% | 0.67% | Q3 2016 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.02% | 0.07% | Q1 2016 | Q3 2023 | 31 |
Moors & Cabot, Inc. | 29 | 29 | 0.00% | 0.09% | 0.26% | Q3 2016 | Q3 2023 | 31 |
Lowe Wealth Advisors, LLC | 30 | 30 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2023 | 30 |
Private Advisor Group, LLC | 29 | 29 | 0.00% | 0.02% | 0.06% | Q3 2016 | Q3 2023 | 30 |
AMERIPRISE FINANCIAL INC | 29 | 29 | 0.00% | 0.06% | 0.23% | Q3 2016 | Q3 2023 | 30 |
TRUST CO OF TOLEDO NA /OH/ | 30 | 30 | 0.24% | 0.32% | 0.40% | Q3 2016 | Q4 2023 | 30 |
JNBA Financial Advisors | 29 | 29 | 0.01% | 0.06% | 1.40% | Q3 2016 | Q3 2023 | 29 |
BlackRock Inc. | 29 | 29 | 0.07% | 0.10% | 0.13% | Q3 2016 | Q3 2023 | 29 |
BRYN MAWR TRUST Co | 29 | 29 | 0.20% | 0.51% | 0.72% | Q3 2016 | Q3 2023 | 29 |
NOMURA ASSET MANAGEMENT CO LTD | 29 | 29 | 0.13% | 0.28% | 0.60% | Q3 2016 | Q3 2023 | 29 |
GATEWAY INVESTMENT ADVISERS LLC | 29 | 29 | 0.00% | 0.09% | 0.24% | Q3 2016 | Q3 2023 | 29 |
Ithaka Group | 29 | 29 | 0.19% | 0.59% | 1.43% | Q3 2016 | Q3 2023 | 29 |
PUTNAM INVESTMENTS LLC | 29 | 29 | 0.36% | 0.79% | 1.37% | Q3 2016 | Q3 2023 | 29 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 29 | 29 | 0.00% | 0.12% | 0.32% | Q3 2016 | Q3 2023 | 29 |
CONNING INC. | 29 | 29 | 0.01% | 0.02% | 0.06% | Q3 2016 | Q3 2023 | 29 |
Winch Advisory Services, LLC | 29 | 29 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 29 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 29 | 29 | 0.31% | 0.51% | 0.71% | Q3 2016 | Q3 2023 | 29 |
FIFTH THIRD BANCORP | 29 | 29 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 29 |
BLB&B Advisors, LLC | 29 | 29 | 0.02% | 0.23% | 0.97% | Q3 2016 | Q3 2023 | 29 |
WRAPMANAGER INC | 29 | 29 | 0.15% | 0.23% | 0.37% | Q3 2016 | Q3 2023 | 29 |
AXA S.A. | 29 | 29 | 0.01% | 0.07% | 0.16% | Q3 2016 | Q3 2023 | 29 |
Geneos Wealth Management Inc. | 29 | 29 | 0.00% | 0.02% | 0.08% | Q3 2016 | Q3 2023 | 29 |
Asset Management One Co., Ltd. | 29 | 29 | 0.00% | 0.07% | 0.15% | Q3 2016 | Q3 2023 | 29 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 29 | 29 | 0.02% | 0.11% | 0.44% | Q3 2016 | Q3 2023 | 29 |
WEDBUSH SECURITIES INC | 29 | 29 | 0.02% | 0.05% | 0.09% | Q3 2016 | Q3 2023 | 29 |
Meiji Yasuda Asset Management Co Ltd. | 29 | 29 | 0.02% | 0.06% | 0.12% | Q3 2016 | Q3 2023 | 29 |
IFP Advisors, Inc | 17 | 1 | 0.01% | 0.02% | 0.09% | Q1 2016 | Q3 2023 | 29 |
FEDERATED HERMES, INC. | 29 | 29 | 0.00% | 0.01% | 0.07% | Q3 2016 | Q3 2023 | 29 |
CULLEN/FROST BANKERS, INC. | 29 | 29 | 0.01% | 0.25% | 0.62% | Q3 2016 | Q3 2023 | 29 |
Creative Planning | 29 | 29 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 29 |
SG Americas Securities, LLC | 29 | 29 | 0.00% | 0.09% | 0.27% | Q3 2016 | Q3 2023 | 29 |
TD ASSET MANAGEMENT INC | 29 | 29 | 0.01% | 0.06% | 0.20% | Q3 2016 | Q3 2023 | 29 |
PRICE T ROWE ASSOCIATES INC /MD/ | 29 | 29 | 0.01% | 0.13% | 0.49% | Q3 2016 | Q3 2023 | 29 |
LAZARD ASSET MANAGEMENT LLC | 29 | 29 | 0.02% | 0.24% | 0.95% | Q3 2016 | Q3 2023 | 29 |
OPPENHEIMER & CO INC | 29 | 29 | 0.05% | 0.12% | 0.23% | Q3 2016 | Q3 2023 | 29 |
FMR LLC | 29 | 29 | 0.00% | 0.02% | 0.05% | Q3 2016 | Q3 2023 | 29 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 29 | 29 | 0.08% | 0.12% | 0.19% | Q3 2016 | Q3 2023 | 29 |
Saturna Capital CORP | 29 | 29 | 0.01% | 1.01% | 2.38% | Q3 2016 | Q3 2023 | 29 |
FDx Advisors, Inc. | 29 | 29 | 0.02% | 0.09% | 0.16% | Q3 2016 | Q3 2023 | 29 |
BANK OF MONTREAL /CAN/ | 26 | 2 | 0.00% | 0.03% | 0.05% | Q3 2016 | Q3 2023 | 29 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 29 | 0.00% | 0.01% | 0.20% | Q4 2016 | Q4 2023 | 29 |
PANAGORA ASSET MANAGEMENT INC | 29 | 29 | 0.00% | 0.06% | 0.19% | Q3 2016 | Q3 2023 | 29 |
STATE OF WISCONSIN INVESTMENT BOARD | 29 | 29 | 0.06% | 0.10% | 0.23% | Q3 2016 | Q3 2023 | 29 |
QUADRANT CAPITAL GROUP LLC | 29 | 29 | 0.02% | 0.06% | 0.14% | Q3 2016 | Q3 2023 | 29 |
Laird Norton Wetherby Wealth Management, LLC | 29 | 29 | 0.04% | 0.09% | 0.20% | Q3 2016 | Q3 2023 | 29 |
Kentucky Retirement Systems Insurance Trust Fund | 29 | 29 | 0.10% | 0.14% | 0.22% | Q3 2016 | Q3 2023 | 29 |
FUKOKU MUTUAL LIFE INSURANCE Co | 29 | 29 | 0.02% | 0.03% | 0.06% | Q3 2016 | Q3 2023 | 29 |
SECURIAN ASSET MANAGEMENT, INC | 29 | 29 | 0.06% | 0.08% | 0.13% | Q3 2016 | Q3 2023 | 29 |
VANGUARD GROUP INC | 29 | 29 | 0.08% | 0.10% | 0.15% | Q3 2016 | Q3 2023 | 29 |
TEXAS PERMANENT SCHOOL FUND CORP | 29 | 29 | 0.07% | 0.10% | 0.18% | Q3 2016 | Q3 2023 | 29 |
Bank of New York Mellon Corp | 29 | 29 | 0.06% | 0.08% | 0.11% | Q3 2016 | Q3 2023 | 29 |
WHITTIER TRUST CO OF NEVADA INC | 29 | 29 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 29 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 29 | 29 | 0.06% | 0.09% | 0.17% | Q3 2016 | Q3 2023 | 29 |
FIL Ltd | 29 | 29 | 0.00% | 0.06% | 0.27% | Q3 2016 | Q3 2023 | 29 |
PRUDENTIAL FINANCIAL INC | 29 | 29 | 0.02% | 0.09% | 0.31% | Q3 2016 | Q3 2023 | 29 |
Norinchukin Bank, The | 29 | 29 | 0.03% | 0.05% | 0.08% | Q3 2016 | Q3 2023 | 29 |
AVIVA PLC | 29 | 29 | 0.07% | 0.12% | 0.23% | Q3 2016 | Q3 2023 | 29 |
State of Tennessee, Treasury Department | 29 | 29 | 0.02% | 0.05% | 0.14% | Q3 2016 | Q3 2023 | 29 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 29 | 29 | 0.09% | 0.12% | 0.19% | Q3 2016 | Q3 2023 | 29 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 29 | 29 | 0.00% | 0.66% | 1.14% | Q3 2016 | Q3 2023 | 29 |
MEYER HANDELMAN CO | 29 | 29 | 0.38% | 0.54% | 0.88% | Q3 2016 | Q3 2023 | 29 |
Invesco Ltd. | 29 | 29 | 0.18% | 0.24% | 0.30% | Q3 2016 | Q3 2023 | 29 |
GEODE CAPITAL MANAGEMENT, LLC | 29 | 29 | 0.08% | 0.11% | 0.19% | Q3 2016 | Q3 2023 | 29 |
Advisors Asset Management, Inc. | 29 | 29 | 0.00% | 0.05% | 0.22% | Q3 2016 | Q3 2023 | 29 |
GAMCO INVESTORS, INC. ET AL | 29 | 29 | 0.29% | 0.41% | 0.72% | Q3 2016 | Q3 2023 | 29 |
Blue Chip Partners, LLC | 29 | 29 | 0.02% | 0.41% | 1.90% | Q3 2016 | Q3 2023 | 29 |
TWO SIGMA INVESTMENTS, LP | 8 | 1 | 0.00% | 0.09% | 0.55% | Q3 2016 | Q3 2023 | 29 |
PROFUND ADVISORS LLC | 29 | 29 | 0.02% | 0.03% | 0.06% | Q3 2016 | Q3 2023 | 29 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 29 | 29 | 0.03% | 0.05% | 0.08% | Q3 2016 | Q3 2023 | 29 |
Arizona State Retirement System | 29 | 29 | 0.09% | 0.11% | 0.16% | Q3 2016 | Q3 2023 | 29 |
Palisade Asset Management, LLC | 29 | 29 | 0.09% | 0.16% | 0.33% | Q3 2016 | Q3 2023 | 29 |
BURNEY CO/ | 29 | 29 | 0.02% | 0.03% | 0.08% | Q3 2016 | Q3 2023 | 29 |
VOYA INVESTMENT MANAGEMENT LLC | 29 | 29 | 0.02% | 0.05% | 0.08% | Q3 2016 | Q3 2023 | 29 |
FIDUCIARY TRUST CO | 29 | 29 | 0.01% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 29 |
RHUMBLINE ADVISERS | 29 | 29 | 0.08% | 0.11% | 0.18% | Q3 2016 | Q3 2023 | 29 |
JPMORGAN CHASE & CO | 29 | 29 | 0.00% | 0.01% | 0.06% | Q3 2016 | Q3 2023 | 29 |
D.A. DAVIDSON & CO. | 29 | 29 | 0.01% | 0.07% | 0.26% | Q3 2016 | Q3 2023 | 29 |
Utah Retirement Systems | 29 | 29 | 0.09% | 0.12% | 0.20% | Q3 2016 | Q3 2023 | 29 |
Smithfield Trust Co | 29 | 29 | 0.02% | 0.03% | 0.05% | Q3 2016 | Q3 2023 | 29 |
BNP Paribas Asset Management Holding S.A. | 29 | 29 | 0.04% | 0.11% | 0.30% | Q3 2016 | Q3 2023 | 29 |
AMERICAN INTERNATIONAL GROUP, INC. | 29 | 29 | 0.04% | 0.06% | 0.08% | Q3 2016 | Q3 2023 | 29 |
THRIVENT FINANCIAL FOR LUTHERANS | 29 | 29 | 0.00% | 0.10% | 0.25% | Q3 2016 | Q3 2023 | 29 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 29 | 29 | 0.08% | 0.14% | 0.23% | Q3 2016 | Q3 2023 | 29 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 29 | 29 | 0.05% | 0.14% | 0.31% | Q3 2016 | Q3 2023 | 29 |
ASSETMARK, INC | 29 | 29 | 0.00% | 0.03% | 0.20% | Q3 2016 | Q3 2023 | 29 |
NATIXIS ADVISORS, L.P. | 29 | 29 | 0.08% | 0.18% | 0.25% | Q3 2016 | Q3 2023 | 29 |
Janney Montgomery Scott LLC | 29 | 29 | 0.07% | 0.14% | 0.20% | Q3 2016 | Q3 2023 | 29 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 29 | 29 | 0.03% | 0.11% | 0.25% | Q3 2016 | Q3 2023 | 29 |
AMERICAN CENTURY COMPANIES INC | 29 | 29 | 0.04% | 0.28% | 0.60% | Q3 2016 | Q3 2023 | 29 |
JANUS HENDERSON GROUP PLC | 29 | 29 | 0.00% | 0.05% | 0.21% | Q3 2016 | Q3 2023 | 29 |
APG Asset Management N.V. | 29 | 29 | 0.00% | 0.08% | 0.21% | Q3 2016 | Q3 2023 | 29 |
UBS ASSET MANAGEMENT AMERICAS INC | 29 | 29 | 0.08% | 0.13% | 0.17% | Q3 2016 | Q3 2023 | 29 |
Point72 Hong Kong Ltd | 9 | 1 | 0.01% | 0.08% | 0.55% | Q4 2016 | Q3 2022 | 29 |
ClearBridge Investments | 29 | 29 | 0.36% | 0.60% | 1.03% | Q3 2016 | Q3 2023 | 29 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 29 | 29 | 0.08% | 0.12% | 0.22% | Q3 2016 | Q3 2023 | 29 |
Raymond James Financial Services Advisors, Inc. | 29 | 29 | 0.01% | 0.03% | 0.18% | Q3 2016 | Q3 2023 | 29 |
US BANCORP \DE\ | 29 | 29 | 0.00% | 0.02% | 0.10% | Q3 2016 | Q3 2023 | 29 |
TCW GROUP INC | 29 | 29 | 0.24% | 0.83% | 1.03% | Q3 2016 | Q3 2023 | 29 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 29 | 29 | 0.06% | 0.12% | 0.18% | Q3 2016 | Q3 2023 | 29 |
PARK NATIONAL CORP /OH/ | 29 | 29 | 0.06% | 0.29% | 1.25% | Q3 2016 | Q3 2023 | 29 |
Mitsubishi UFJ Trust & Banking Corp | 29 | 29 | 0.05% | 0.09% | 0.19% | Q3 2016 | Q3 2023 | 29 |
GUGGENHEIM CAPITAL LLC | 29 | 29 | 0.03% | 0.09% | 0.22% | Q3 2016 | Q3 2023 | 29 |
MORGAN STANLEY | 29 | 29 | 0.02% | 0.04% | 0.07% | Q3 2016 | Q3 2023 | 29 |
Ameritas Investment Partners, Inc. | 29 | 29 | 0.02% | 0.03% | 0.06% | Q3 2016 | Q3 2023 | 29 |
Parkside Financial Bank & Trust | 29 | 29 | 0.06% | 0.11% | 0.16% | Q3 2016 | Q3 2023 | 29 |
Tortoise Investment Management, LLC | 29 | 29 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 29 |
HighTower Advisors, LLC | 29 | 29 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 29 |
ENVESTNET ASSET MANAGEMENT INC | 29 | 29 | 0.00% | 0.03% | 0.05% | Q3 2016 | Q3 2023 | 29 |
MACQUARIE GROUP LTD | 29 | 29 | 0.02% | 0.03% | 0.06% | Q3 2016 | Q3 2023 | 29 |
SEI INVESTMENTS CO | 29 | 29 | 0.05% | 0.13% | 0.19% | Q3 2016 | Q3 2023 | 29 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 29 | 29 | 0.02% | 0.05% | 0.13% | Q3 2016 | Q3 2023 | 29 |
SOL Capital Management CO | 29 | 29 | 0.07% | 0.11% | 0.17% | Q3 2016 | Q3 2023 | 29 |
NORTHERN TRUST CORP | 29 | 29 | 0.07% | 0.10% | 0.16% | Q3 2016 | Q3 2023 | 29 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 29 | 29 | 0.08% | 0.12% | 0.20% | Q3 2016 | Q3 2023 | 29 |
DAVIS SELECTED ADVISERS | 29 | 29 | 0.16% | 1.15% | 3.80% | Q3 2016 | Q3 2023 | 29 |
NEW YORK STATE COMMON RETIREMENT FUND | 29 | 29 | 0.05% | 0.10% | 0.15% | Q3 2016 | Q3 2023 | 29 |
Cubic Asset Management, LLC | 29 | 29 | 0.16% | 0.28% | 0.55% | Q3 2016 | Q3 2023 | 29 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 29 | 29 | 0.03% | 0.08% | 0.14% | Q3 2016 | Q3 2023 | 29 |
PRINCIPAL FINANCIAL GROUP INC | 29 | 29 | 0.03% | 0.05% | 0.11% | Q3 2016 | Q3 2023 | 29 |
Bollard Group LLC | 29 | 29 | 0.02% | 0.10% | 0.28% | Q3 2016 | Q3 2023 | 29 |
BESSEMER GROUP INC | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
COMMERCE BANK | 29 | 29 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 29 |
Baird Financial Group, Inc. | 29 | 29 | 0.01% | 0.04% | 0.14% | Q3 2016 | Q3 2023 | 29 |
Cetera Advisor Networks LLC | 29 | 29 | 0.01% | 0.02% | 0.07% | Q3 2016 | Q3 2023 | 29 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 29 | 29 | 0.32% | 0.64% | 0.92% | Q3 2016 | Q3 2023 | 29 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 29 | 29 | 0.01% | 0.11% | 0.59% | Q3 2016 | Q3 2023 | 29 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 29 | 29 | 0.11% | 0.14% | 0.18% | Q3 2016 | Q3 2023 | 29 |
CANADA PENSION PLAN INVESTMENT BOARD | 29 | 29 | 0.00% | 0.04% | 0.11% | Q3 2016 | Q3 2023 | 29 |
ALLIANCEBERNSTEIN L.P. | 29 | 29 | 0.02% | 0.04% | 0.11% | Q3 2016 | Q3 2023 | 29 |
Atlas Brown,Inc. | 29 | 29 | 0.07% | 0.28% | 0.48% | Q3 2016 | Q3 2023 | 29 |
RIVER GLOBAL INVESTORS LLP | 29 | 29 | 0.22% | 1.00% | 4.14% | Q3 2016 | Q3 2023 | 29 |
WHITTIER TRUST CO | 29 | 29 | 0.01% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 29 |
BROWN ADVISORY INC | 29 | 29 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q3 2023 | 29 |
DODGE & COX | 29 | 29 | 1.13% | 2.59% | 3.45% | Q3 2016 | Q3 2023 | 29 |
ASSOCIATED BANC-CORP | 29 | 29 | 0.01% | 0.04% | 0.13% | Q3 2016 | Q3 2023 | 29 |
CIBC Asset Management Inc | 29 | 29 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q3 2023 | 29 |
Retirement Systems of Alabama | 29 | 29 | 0.05% | 0.10% | 0.21% | Q3 2016 | Q3 2023 | 29 |
WEBSTER BANK, N. A. | 29 | 29 | 0.00% | 0.09% | 0.52% | Q3 2016 | Q3 2023 | 29 |
IAT REINSURANCE CO LTD. | 29 | 29 | 0.11% | 0.20% | 0.32% | Q3 2016 | Q3 2023 | 29 |
Mitsubishi UFJ Asset Management Co., Ltd. | 29 | 29 | 0.06% | 0.10% | 0.17% | Q3 2016 | Q3 2023 | 29 |
RBF Capital, LLC | 29 | 29 | 0.08% | 0.11% | 0.22% | Q3 2016 | Q3 2023 | 29 |
Sandy Spring Bank | 29 | 29 | 0.00% | 0.03% | 0.12% | Q3 2016 | Q3 2023 | 29 |
Swiss National Bank | 29 | 29 | 0.09% | 0.12% | 0.20% | Q3 2016 | Q3 2023 | 29 |
EARNEST PARTNERS LLC | 29 | 29 | 0.00% | 0.02% | 0.12% | Q3 2016 | Q3 2023 | 29 |
DIMENSIONAL FUND ADVISORS LP | 29 | 29 | 0.06% | 0.08% | 0.10% | Q3 2016 | Q3 2023 | 29 |
NISA INVESTMENT ADVISORS, LLC | 29 | 29 | 0.04% | 0.07% | 0.17% | Q3 2016 | Q3 2023 | 29 |
Louisiana State Employees Retirement System | 29 | 29 | 0.05% | 0.08% | 0.15% | Q3 2016 | Q3 2023 | 29 |
CENTRAL TRUST Co | 29 | 29 | 0.00% | 0.03% | 0.19% | Q3 2016 | Q3 2023 | 29 |
VICTORY CAPITAL MANAGEMENT INC | 29 | 29 | 0.00% | 0.04% | 0.09% | Q3 2016 | Q3 2023 | 29 |
FRED ALGER MANAGEMENT, LLC | 29 | 29 | 0.00% | 0.09% | 0.62% | Q3 2016 | Q3 2023 | 29 |
First Fiduciary Investment Counsel, Inc. | 29 | 29 | 1.74% | 2.50% | 3.02% | Q3 2016 | Q3 2023 | 29 |
PNC FINANCIAL SERVICES GROUP, INC. | 29 | 29 | 0.01% | 0.01% | 0.06% | Q3 2016 | Q3 2023 | 29 |
Voya Financial Advisors, Inc. | 29 | 29 | 0.03% | 0.05% | 0.08% | Q3 2016 | Q3 2023 | 29 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 29 | 29 | 0.06% | 0.14% | 0.27% | Q3 2016 | Q3 2023 | 29 |
FIRST TRUST ADVISORS LP | 29 | 29 | 0.00% | 0.06% | 0.18% | Q3 2016 | Q3 2023 | 29 |
SHUFRO ROSE & CO LLC | 29 | 29 | 1.48% | 2.07% | 2.48% | Q3 2016 | Q3 2023 | 29 |
SENTRY INVESTMENT MANAGEMENT LLC | 29 | 29 | 0.01% | 0.12% | 0.15% | Q3 2016 | Q3 2023 | 29 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 29 | 29 | 0.05% | 0.14% | 0.52% | Q3 2016 | Q3 2023 | 29 |
FRANKLIN RESOURCES INC | 29 | 29 | 0.24% | 0.39% | 0.54% | Q3 2016 | Q3 2023 | 29 |
KEYBANK NATIONAL ASSOCIATION/OH | 29 | 29 | 0.01% | 0.01% | 0.05% | Q3 2016 | Q3 2023 | 29 |
GLENMEDE TRUST CO NA | 29 | 29 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 29 |
Neuberger Berman Group LLC | 29 | 29 | 0.01% | 0.06% | 0.19% | Q3 2016 | Q3 2023 | 29 |
TRUIST FINANCIAL CORP | 29 | 29 | 0.00% | 0.03% | 0.08% | Q3 2016 | Q3 2023 | 29 |
LATHROP INVESTMENT MANAGEMENT CORP | 29 | 29 | 1.63% | 2.46% | 3.56% | Q3 2016 | Q3 2023 | 29 |
GABELLI FUNDS LLC | 29 | 29 | 0.24% | 0.35% | 0.60% | Q3 2016 | Q3 2023 | 29 |
STIFEL FINANCIAL CORP | 29 | 29 | 0.02% | 0.04% | 0.13% | Q3 2016 | Q3 2023 | 29 |
Cambridge Investment Research Advisors, Inc. | 29 | 29 | 0.01% | 0.02% | 0.06% | Q3 2016 | Q3 2023 | 29 |
Gradient Investments LLC | 29 | 29 | 0.00% | 0.08% | 0.46% | Q3 2016 | Q3 2023 | 29 |
WELLINGTON MANAGEMENT GROUP LLP | 29 | 29 | 0.00% | 0.28% | 0.71% | Q3 2016 | Q3 2023 | 29 |
SASCO CAPITAL INC / CT/ | 29 | 29 | 2.06% | 3.09% | 4.29% | Q3 2016 | Q3 2023 | 29 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 29 | 29 | 0.03% | 0.06% | 0.08% | Q3 2016 | Q3 2023 | 29 |
KEMPNER CAPITAL MANAGEMENT INC. | 29 | 29 | 0.69% | 2.72% | 4.66% | Q3 2016 | Q3 2023 | 29 |
Allianz Asset Management GmbH | 29 | 29 | 0.01% | 0.07% | 0.15% | Q3 2016 | Q3 2023 | 29 |
STATE STREET CORP | 29 | 29 | 0.08% | 0.11% | 0.17% | Q3 2016 | Q3 2023 | 29 |
Gratus Capital, LLC | 29 | 29 | 0.03% | 0.18% | 0.33% | Q3 2016 | Q3 2023 | 29 |
Kentucky Retirement Systems | 29 | 29 | 0.10% | 0.14% | 0.22% | Q3 2016 | Q3 2023 | 29 |
KBC Group NV | 29 | 29 | 0.04% | 0.16% | 0.47% | Q3 2016 | Q3 2023 | 29 |
Greenwich Wealth Management LLC | 29 | 29 | 0.17% | 0.39% | 0.54% | Q3 2016 | Q3 2023 | 29 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 29 | 29 | 0.06% | 0.10% | 0.21% | Q3 2016 | Q3 2023 | 29 |
INGALLS & SNYDER LLC | 29 | 29 | 0.06% | 0.40% | 0.70% | Q3 2016 | Q3 2023 | 29 |
RAYMOND JAMES TRUST N.A. | 29 | 29 | 0.02% | 0.05% | 0.14% | Q3 2016 | Q3 2023 | 29 |
BANK OF NOVA SCOTIA | 29 | 29 | 0.00% | 0.03% | 0.19% | Q3 2016 | Q3 2023 | 29 |
Robeco Institutional Asset Management B.V. | 29 | 29 | 0.01% | 0.09% | 0.23% | Q3 2016 | Q3 2023 | 29 |
LPL Financial LLC | 29 | 29 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q3 2023 | 29 |
Ledyard National Bank | 29 | 29 | 0.18% | 0.42% | 1.17% | Q3 2016 | Q3 2023 | 29 |
Estabrook Capital Management | 29 | 29 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 29 |
Twin Tree Management, LP | 7 | 1 | 0.00% | 0.05% | 0.20% | Q2 2017 | Q3 2023 | 29 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 29 | 29 | 0.06% | 0.09% | 0.15% | Q3 2016 | Q3 2023 | 29 |
CRAWFORD INVESTMENT COUNSEL INC | 29 | 29 | 0.01% | 1.54% | 2.32% | Q3 2016 | Q3 2023 | 29 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 29 | 29 | 0.01% | 0.04% | 0.15% | Q3 2016 | Q3 2023 | 29 |
Chevy Chase Trust Holdings, LLC | 29 | 29 | 0.08% | 0.11% | 0.20% | Q3 2016 | Q3 2023 | 29 |
Korea Investment CORP | 29 | 29 | 0.00% | 0.09% | 0.32% | Q3 2016 | Q3 2023 | 29 |
ProShare Advisors LLC | 29 | 29 | 0.02% | 0.03% | 0.04% | Q3 2016 | Q3 2023 | 29 |
State of New Jersey Common Pension Fund D | 17 | 11 | 0.06% | 0.08% | 0.12% | Q3 2016 | Q3 2023 | 28 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 28 | 0.00% | 0.18% | 0.89% | Q4 2016 | Q3 2023 | 28 |
KING LUTHER CAPITAL MANAGEMENT CORP | 28 | 28 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 14 | 14 | 0.04% | 0.25% | 0.54% | Q3 2016 | Q3 2023 | 28 |
AMALGAMATED BANK | 15 | 13 | 0.07% | 0.10% | 0.15% | Q3 2016 | Q3 2023 | 28 |
North Star Investment Management Corp. | 17 | 11 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 28 |
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | 28 | 28 | 0.19% | 0.51% | 1.33% | Q4 2016 | Q3 2023 | 28 |
HUNTINGTON NATIONAL BANK | 25 | 3 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 28 |
BROWN BROTHERS HARRIMAN & CO | 26 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 28 |
Johnson Financial Group, Inc. | 27 | 1 | 0.01% | 0.03% | 0.19% | Q3 2016 | Q3 2023 | 28 |
J.P. Morgan Private Wealth Advisors LLC | 27 | 1 | 0.01% | 0.06% | 0.33% | Q3 2016 | Q3 2023 | 28 |
HARTFORD INVESTMENT MANAGEMENT CO | 28 | 28 | 0.09% | 0.13% | 0.18% | Q4 2016 | Q3 2023 | 28 |
First City Capital Management, Inc. | 28 | 28 | 0.25% | 0.41% | 0.68% | Q4 2016 | Q3 2023 | 28 |
FIRST MANHATTAN CO. LLC. | 28 | 28 | 0.00% | 0.04% | 0.27% | Q4 2016 | Q3 2023 | 28 |
Cullen Capital Management, LLC | 25 | 3 | 0.46% | 1.71% | 2.55% | Q3 2016 | Q3 2023 | 28 |
Atria Investments, Inc | 23 | 5 | 0.02% | 0.06% | 0.19% | Q3 2016 | Q3 2023 | 28 |
CWM, LLC | 20 | 8 | 0.00% | 0.03% | 0.15% | Q3 2016 | Q3 2023 | 28 |
Tower Research Capital LLC (TRC) | 25 | 3 | 0.00% | 0.04% | 0.09% | Q3 2016 | Q3 2023 | 28 |
HCR Wealth Advisors | 28 | 28 | 0.13% | 0.21% | 0.38% | Q4 2016 | Q3 2023 | 28 |
MERIDIAN INVESTMENT COUNSEL INC. | 14 | 14 | 0.13% | 0.17% | 0.28% | Q3 2016 | Q3 2023 | 28 |
Pflug Koory, LLC | 28 | 28 | 0.14% | 0.26% | 0.52% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
GRANDFIELD & DODD, LLC | 28 | 28 | 0.56% | 2.15% | 3.08% | Q4 2016 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2022 | 28 |
Rehmann Capital Advisory Group | 15 | 13 | 0.02% | 0.05% | 0.08% | Q3 2016 | Q3 2023 | 28 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 23 | 5 | 0.03% | 0.11% | 0.28% | Q3 2016 | Q3 2023 | 28 |
CORBYN INVESTMENT MANAGEMENT INC/MD | 28 | 28 | 2.55% | 3.46% | 4.65% | Q4 2016 | Q3 2023 | 28 |
Baystate Wealth Management LLC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
JUPITER ASSET MANAGEMENT LTD | 28 | 28 | 0.16% | 0.37% | 0.65% | Q4 2016 | Q3 2023 | 28 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 28 | 28 | 0.04% | 0.06% | 0.08% | Q4 2016 | Q3 2023 | 28 |
Busey Bank | 27 | 1 | 0.04% | 0.36% | 0.60% | Q3 2016 | Q3 2023 | 28 |
NWAM LLC | 16 | 12 | 0.01% | 0.06% | 0.13% | Q3 2016 | Q3 2023 | 28 |
CKW FINANCIAL GROUP | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
TELEMUS CAPITAL, LLC | 28 | 28 | 0.03% | 0.08% | 0.18% | Q4 2016 | Q3 2023 | 28 |
VALLEY NATIONAL ADVISERS INC | 20 | 8 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 28 |
Northeast Financial Consultants Inc | 20 | 8 | 0.06% | 0.21% | 0.39% | Q3 2016 | Q3 2023 | 28 |
Goelzer Investment Management, Inc. | 28 | 28 | 0.23% | 0.45% | 0.79% | Q4 2016 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.07% | 0.10% | 0.15% | Q4 2016 | Q3 2023 | 28 |
Capital World Investors | 28 | 28 | 0.01% | 0.16% | 0.43% | Q4 2016 | Q3 2023 | 28 |
BLAIR WILLIAM & CO/IL | 14 | 14 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 28 |
Oakworth Capital, Inc. | 19 | 9 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 28 |
Calamos Advisors LLC | 26 | 2 | 0.02% | 0.05% | 0.26% | Q3 2016 | Q3 2023 | 28 |
Daiwa Securities Group Inc. | 28 | 28 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 28 |
First PREMIER Bank | 28 | 28 | 0.00% | 0.04% | 0.11% | Q4 2016 | Q3 2023 | 28 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q2 2023 | 28 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
REGIONS FINANCIAL CORP | 17 | 11 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.06% | 0.09% | 0.13% | Q4 2016 | Q3 2023 | 28 |
Kistler-Tiffany Companies, LLC | 28 | 28 | 0.01% | 0.04% | 0.16% | Q3 2016 | Q2 2023 | 28 |
FINANCIAL COUNSELORS INC | 28 | 28 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 28 |
Veritable, L.P. | 28 | 28 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q2 2023 | 28 |
Farmers & Merchants Trust Co of Chambersburg PA | 28 | 28 | 0.46% | 0.66% | 0.84% | Q4 2016 | Q3 2023 | 28 |
AllSquare Wealth Management LLC | 25 | 3 | 0.03% | 0.05% | 0.08% | Q3 2016 | Q3 2023 | 28 |
Alpha Omega Wealth Management LLC | 28 | 28 | 0.47% | 0.99% | 1.65% | Q4 2016 | Q3 2023 | 28 |
CULBERTSON A N & CO INC | 21 | 7 | 0.17% | 0.56% | 1.88% | Q3 2016 | Q3 2023 | 28 |
Legal & General Group Plc | 28 | 28 | 0.09% | 0.12% | 0.16% | Q4 2016 | Q3 2023 | 28 |
BOKF, NA | 15 | 3 | 0.01% | 0.05% | 0.21% | Q3 2016 | Q3 2023 | 27 |
Advisory Services Network, LLC | 13 | 1 | 0.01% | 0.03% | 0.12% | Q3 2016 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 27 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 27 | 27 | 0.03% | 0.09% | 0.46% | Q3 2016 | Q1 2023 | 27 |
DekaBank Deutsche Girozentrale | 16 | 2 | 0.02% | 0.20% | 0.52% | Q3 2016 | Q3 2023 | 27 |
TRUST CO OF VERMONT | 20 | 1 | 0.00% | 0.11% | 0.73% | Q3 2016 | Q3 2023 | 27 |
FARMERS & MERCHANTS INVESTMENTS INC | 26 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 27 |
Manchester Capital Management LLC | 16 | 11 | 0.00% | 0.02% | 0.05% | Q3 2016 | Q3 2023 | 27 |
STRS OHIO | 26 | 1 | 0.01% | 0.09% | 0.34% | Q3 2016 | Q3 2023 | 27 |
SEGALL BRYANT & HAMILL, LLC | 14 | 13 | 0.00% | 0.02% | 0.07% | Q3 2016 | Q2 2023 | 27 |
TORONTO DOMINION BANK | 17 | 10 | 0.02% | 0.04% | 0.08% | Q4 2016 | Q3 2023 | 27 |
COMERICA BANK | 26 | 1 | 0.01% | 0.08% | 0.11% | Q3 2016 | Q2 2023 | 27 |
TCI Wealth Advisors, Inc. | 27 | 27 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q1 2023 | 27 |
Zuckerman Investment Group, LLC | 27 | 27 | 1.72% | 2.88% | 4.86% | Q1 2017 | Q3 2023 | 27 |
TWO SIGMA SECURITIES, LLC | 5 | 1 | 0.00% | 0.03% | 0.47% | Q4 2016 | Q3 2023 | 27 |
Russell Investments Group, Ltd. | 16 | 11 | 0.01% | 0.09% | 0.24% | Q4 2016 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.24% | 0.35% | 0.68% | Q1 2017 | Q3 2023 | 27 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 27 | 27 | 0.00% | 0.33% | 0.77% | Q1 2017 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 27 |
DAVENPORT & Co LLC | 15 | 6 | 0.00% | 0.09% | 0.50% | Q3 2016 | Q3 2023 | 27 |
PGGM Investments | 22 | 5 | 0.02% | 0.19% | 0.31% | Q4 2016 | Q3 2023 | 27 |
FIRST FINANCIAL CORP /IN/ | 27 | 27 | 0.00% | 0.16% | 0.57% | Q3 2016 | Q1 2023 | 27 |
Stratos Wealth Partners, LTD. | 14 | 13 | 0.01% | 0.03% | 0.21% | Q3 2016 | Q3 2023 | 27 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 26 | 26 | 0.01% | 0.05% | 0.09% | Q3 2016 | Q4 2022 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.05% | 0.07% | 0.14% | Q3 2016 | Q3 2023 | 26 |
JENNISON ASSOCIATES LLC | 25 | 1 | 0.00% | 0.09% | 0.17% | Q4 2016 | Q3 2023 | 26 |
NEW ENGLAND ASSET MANAGEMENT INC | 26 | 26 | 0.01% | 0.03% | 0.06% | Q3 2016 | Q4 2022 | 26 |
OARSMAN CAPITAL, INC. | 14 | 12 | 0.17% | 0.81% | 1.92% | Q3 2016 | Q3 2023 | 26 |
Mirae Asset Global Investments Co., Ltd. | 26 | 26 | 0.02% | 0.04% | 0.09% | Q2 2017 | Q3 2023 | 26 |
Checchi Capital Advisers, LLC | 14 | 1 | 0.02% | 0.03% | 0.05% | Q3 2016 | Q3 2023 | 26 |
B. Riley Wealth Advisors, Inc. | 18 | 8 | 0.02% | 0.08% | 0.29% | Q3 2016 | Q3 2023 | 26 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 26 | 26 | 0.00% | 0.12% | 0.58% | Q2 2017 | Q3 2023 | 26 |
Marble Harbor Investment Counsel, LLC | 14 | 12 | 0.03% | 0.12% | 0.30% | Q3 2016 | Q2 2023 | 26 |
Nippon Life Global Investors Americas, Inc. | 23 | 3 | 0.08% | 0.48% | 1.26% | Q4 2016 | Q3 2023 | 26 |
Andra AP-fonden | 12 | 6 | 0.00% | 0.13% | 0.27% | Q4 2016 | Q3 2023 | 26 |
LOOMIS SAYLES & CO L P | 17 | 9 | 0.00% | 0.03% | 0.19% | Q3 2016 | Q3 2023 | 26 |
EVERENCE CAPITAL MANAGEMENT INC | 25 | 1 | 0.14% | 0.33% | 0.68% | Q3 2016 | Q3 2023 | 26 |
Nuveen Asset Management, LLC | 23 | 3 | 0.00% | 0.06% | 0.12% | Q3 2016 | Q3 2023 | 26 |
State of Alaska, Department of Revenue | 25 | 1 | 0.01% | 0.09% | 0.15% | Q1 2017 | Q3 2023 | 26 |
Plante Moran Financial Advisors, LLC | 22 | 4 | 0.00% | 0.01% | 0.10% | Q3 2016 | Q3 2023 | 26 |
DELTA ASSET MANAGEMENT LLC/TN | 22 | 4 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 26 |
STEPHENS INC /AR/ | 25 | 25 | 0.04% | 0.12% | 0.27% | Q3 2017 | Q3 2023 | 25 |
Prospera Financial Services Inc | 18 | 2 | 0.01% | 0.12% | 0.79% | Q3 2016 | Q3 2023 | 25 |
Allworth Financial LP | 15 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 25 |
AQR Capital Management | 20 | 1 | 0.00% | 0.08% | 0.24% | Q3 2016 | Q3 2023 | 25 |
MUFG Americas Holdings Corp | 25 | 25 | 0.01% | 0.03% | 0.08% | Q3 2016 | Q3 2022 | 25 |
Avior Wealth Management, LLC | 24 | 1 | 0.00% | 0.06% | 0.17% | Q3 2016 | Q3 2023 | 25 |
TOWER BRIDGE ADVISORS | 14 | 11 | 0.02% | 0.04% | 0.16% | Q3 2016 | Q1 2023 | 25 |
WEST PACES ADVISORS INC. | 24 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 25 |
NORGES BANK | 14 | 11 | 0.05% | 0.09% | 0.21% | Q3 2016 | Q4 2022 | 25 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 14 | 3 | 0.05% | 0.09% | 0.16% | Q3 2016 | Q2 2023 | 25 |
SHELTON CAPITAL MANAGEMENT | 13 | 12 | 0.01% | 0.03% | 0.18% | Q1 2017 | Q3 2023 | 25 |
MACKENZIE FINANCIAL CORP | 22 | 3 | 0.02% | 0.11% | 0.37% | Q2 2017 | Q3 2023 | 25 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 16 | 1 | 0.02% | 0.03% | 0.06% | Q3 2016 | Q3 2023 | 25 |
CIBC Private Wealth Group, LLC | 13 | 1 | 0.00% | 0.01% | 0.12% | Q3 2016 | Q3 2023 | 25 |
Gotham Asset Management, LLC | 14 | 1 | 0.01% | 0.24% | 0.81% | Q3 2016 | Q3 2023 | 25 |
DOWLING & YAHNKE LLC | 25 | 25 | 0.02% | 0.05% | 0.17% | Q3 2016 | Q3 2022 | 25 |
CAPTRUST FINANCIAL ADVISORS | 25 | 25 | 0.00% | 0.08% | 0.21% | Q3 2017 | Q3 2023 | 25 |
First Horizon Advisors, Inc. | 22 | 3 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 25 |
OLD SECOND NATIONAL BANK OF AURORA | 25 | 25 | 0.01% | 0.13% | 0.60% | Q3 2016 | Q3 2022 | 25 |
Harrington Investments, INC | 25 | 25 | 0.40% | 0.59% | 0.89% | Q3 2017 | Q3 2023 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.09% | 0.52% | Q4 2016 | Q3 2023 | 25 |
REGENTATLANTIC CAPITAL LLC | 25 | 25 | 0.06% | 0.14% | 0.29% | Q3 2016 | Q3 2022 | 25 |
EATON VANCE MANAGEMENT | 25 | 25 | 0.03% | 0.10% | 0.22% | Q3 2016 | Q3 2022 | 25 |
abrdn plc | 25 | 25 | 0.02% | 0.13% | 0.72% | Q3 2017 | Q3 2023 | 25 |
Hudock, Inc. | 25 | 25 | 0.00% | 0.00% | 0.04% | Q3 2016 | Q3 2022 | 25 |
SIGNATUREFD, LLC | 23 | 1 | 0.01% | 0.02% | 0.05% | Q3 2016 | Q3 2023 | 24 |
BRIDGES INVESTMENT MANAGEMENT INC | 14 | 10 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 24 |
CNB Bank | 24 | 24 | 0.03% | 0.15% | 0.35% | Q4 2017 | Q3 2023 | 24 |
HARRIS ASSOCIATES L P | 24 | 24 | 0.04% | 0.37% | 0.75% | Q4 2017 | Q3 2023 | 24 |
KCM INVESTMENT ADVISORS LLC | 12 | 3 | 0.01% | 0.04% | 0.11% | Q3 2016 | Q3 2023 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.02% | 0.14% | 0.72% | Q4 2017 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.11% | 0.17% | 0.25% | Q4 2017 | Q3 2023 | 24 |
North Growth Management Ltd. | 24 | 24 | 0.28% | 2.08% | 2.72% | Q4 2017 | Q3 2023 | 24 |
Citizens Business Bank | 24 | 24 | 0.07% | 0.35% | 0.70% | Q3 2016 | Q2 2022 | 24 |
CHICAGO TRUST Co NA | 24 | 24 | 0.11% | 0.39% | 0.74% | Q3 2016 | Q2 2022 | 24 |
1834 INVESTMENT ADVISORS CO | 24 | 24 | 0.00% | 0.21% | 1.43% | Q3 2016 | Q2 2022 | 24 |
Aspen Investment Management Inc | 13 | 1 | 0.15% | 0.40% | 0.68% | Q3 2016 | Q3 2023 | 24 |
FULLER & THALER ASSET MANAGEMENT, INC. | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
TRUSTCO BANK CORP N Y | 14 | 1 | 0.30% | 0.40% | 0.68% | Q3 2016 | Q3 2023 | 24 |
BANK OF THE WEST | 14 | 1 | 0.03% | 0.05% | 0.11% | Q3 2016 | Q4 2022 | 24 |
CITIZENS FINANCIAL GROUP INC/RI | 16 | 8 | 0.00% | 0.02% | 0.08% | Q3 2016 | Q2 2023 | 24 |
Haverford Trust Co | 23 | 1 | 0.01% | 0.25% | 0.47% | Q3 2016 | Q3 2023 | 24 |
Independent Advisor Alliance | 14 | 3 | 0.01% | 0.07% | 0.28% | Q4 2016 | Q3 2023 | 24 |
ADVISOR PARTNERS LLC | 24 | 24 | 0.03% | 0.07% | 0.20% | Q3 2016 | Q2 2022 | 24 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 23 | 1 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 24 |
GREENLEAF TRUST | 19 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 24 |
Schonfeld Strategic Advisors LLC | 16 | 1 | 0.02% | 0.17% | 0.85% | Q3 2016 | Q3 2023 | 24 |
Harel Insurance Investments & Financial Services Ltd. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 24 |
JOHN G ULLMAN & ASSOCIATES INC | 19 | 5 | 0.05% | 0.07% | 0.11% | Q3 2017 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.12% | 0.35% | 0.86% | Q4 2017 | Q3 2023 | 24 |
HM PAYSON & CO | 19 | 1 | 0.01% | 0.10% | 0.91% | Q3 2016 | Q3 2023 | 24 |
Wealth Advisors of Tampa Bay, LLC | 24 | 24 | 1.58% | 1.82% | 2.14% | Q4 2017 | Q3 2023 | 24 |
BRADLEY FOSTER & SARGENT INC/CT | 14 | 10 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 24 |
Caprock Group, LLC | 13 | 3 | 0.03% | 0.09% | 0.31% | Q3 2016 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
SALEM INVESTMENT COUNSELORS INC | 18 | 5 | 0.00% | 0.04% | 0.38% | Q2 2017 | Q3 2023 | 23 |
Aristotle Capital Management, LLC | 23 | 23 | 0.00% | 1.61% | 2.68% | Q4 2017 | Q2 2023 | 23 |
American Assets Investment Management, LLC | 23 | 23 | 0.16% | 0.24% | 0.35% | Q1 2018 | Q3 2023 | 23 |
Investors Research Corp | 19 | 4 | 0.06% | 0.10% | 0.14% | Q4 2017 | Q3 2023 | 23 |
Sandhill Capital Partners LLC | 23 | 23 | 0.07% | 0.20% | 0.52% | Q1 2018 | Q3 2023 | 23 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 23 | 23 | 0.04% | 0.08% | 0.13% | Q3 2016 | Q1 2022 | 23 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 23 | 23 | 0.01% | 1.47% | 2.82% | Q3 2016 | Q1 2022 | 23 |
Proficio Capital Partners LLC | 12 | 11 | 0.00% | 0.04% | 0.09% | Q3 2016 | Q3 2023 | 23 |
Altshuler Shaham Ltd | 20 | 3 | 0.01% | 0.03% | 0.08% | Q4 2017 | Q3 2023 | 23 |
FOSTER DYKEMA CABOT & CO INC/MA | 23 | 23 | 0.05% | 0.10% | 0.24% | Q3 2016 | Q1 2022 | 23 |
OPTIMUM INVESTMENT ADVISORS | 18 | 2 | 0.00% | 0.05% | 0.19% | Q3 2016 | Q4 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 23 |
Tarbox Family Office, Inc. | 23 | 23 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2022 | 23 |
CIBC WORLD MARKET INC. | 14 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 23 |
MGO ONE SEVEN LLC | 21 | 2 | 0.04% | 0.21% | 0.36% | Q4 2017 | Q3 2023 | 23 |
Steward Partners Investment Advisory, LLC | 23 | 23 | 0.01% | 0.03% | 0.13% | Q1 2018 | Q3 2023 | 23 |
Silvant Capital Management LLC | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 22 | 1 | 0.00% | 0.16% | 0.51% | Q3 2016 | Q2 2022 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.08% | 0.11% | 0.15% | Q1 2018 | Q3 2023 | 23 |
Tradewinds Capital Management, LLC | 23 | 23 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q1 2022 | 23 |
PIN OAK INVESTMENT ADVISORS INC | 20 | 3 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 23 |
GREAT LAKES ADVISORS, LLC | 16 | 3 | 0.02% | 0.05% | 0.17% | Q3 2016 | Q3 2023 | 23 |
IBM Retirement Fund | 23 | 23 | 0.09% | 0.13% | 0.21% | Q3 2016 | Q1 2022 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 23 |
BerganKDV Wealth Management, LLC | 20 | 3 | 0.00% | 0.03% | 0.24% | Q3 2016 | Q1 2023 | 23 |
Hartford Financial Management Inc. | 22 | 22 | 0.21% | 0.27% | 0.37% | Q2 2018 | Q3 2023 | 22 |
Carroll Financial Associates, Inc. | 22 | 22 | 0.00% | 0.01% | 0.05% | Q3 2016 | Q4 2021 | 22 |
SeaCrest Wealth Management, LLC | 13 | 9 | 0.03% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 22 |
Icon Wealth Partners, LLC | 19 | 3 | 0.03% | 0.08% | 0.15% | Q4 2017 | Q3 2023 | 22 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Penserra Capital Management LLC | 17 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 22 |
MAI Capital Management | 18 | 4 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 22 |
Mariner, LLC | 22 | 22 | 0.01% | 0.05% | 0.18% | Q2 2018 | Q3 2023 | 22 |
Edgemoor Investment Advisors, Inc. | 14 | 8 | 0.43% | 1.34% | 2.53% | Q3 2016 | Q3 2023 | 22 |
Jacobi Capital Management LLC | 21 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q2 2023 | 22 |
Newport Trust Company, LLC | 22 | 22 | 0.84% | 0.97% | 1.32% | Q2 2018 | Q3 2023 | 22 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 21 | 1 | 0.01% | 0.15% | 0.35% | Q4 2016 | Q3 2023 | 22 |
Dakota Wealth Management | 22 | 22 | 0.02% | 0.21% | 1.29% | Q2 2018 | Q3 2023 | 22 |
AMF Tjanstepension AB | 22 | 22 | 0.09% | 0.21% | 0.32% | Q2 2018 | Q3 2023 | 22 |
Barrett Asset Management, LLC | 22 | 22 | 0.00% | 0.18% | 1.00% | Q3 2016 | Q4 2021 | 22 |
Barnett & Company, Inc. | 18 | 4 | 0.00% | 0.32% | 0.60% | Q1 2018 | Q3 2023 | 22 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 18 | 2 | 0.00% | 0.05% | 0.26% | Q3 2016 | Q3 2023 | 22 |
IFG Advisory, LLC | 18 | 1 | 0.02% | 0.10% | 0.21% | Q4 2017 | Q3 2023 | 22 |
Patriot Financial Group Insurance Agency, LLC | 17 | 5 | 0.00% | 0.05% | 0.16% | Q4 2016 | Q2 2022 | 22 |
CenterStar Asset Management, LLC | 4 | 2 | 0.00% | 0.09% | 0.68% | Q4 2017 | Q4 2021 | 22 |
SYNOVUS FINANCIAL CORP | 10 | 5 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2022 | 22 |
Covington Capital Management | 21 | 21 | 0.02% | 0.09% | 0.25% | Q3 2017 | Q3 2022 | 21 |
BOSTON FAMILY OFFICE LLC | 13 | 8 | 0.02% | 0.03% | 0.06% | Q1 2018 | Q3 2023 | 21 |
BRANDES INVESTMENT PARTNERS, LP | 21 | 21 | 0.08% | 0.17% | 0.32% | Q3 2018 | Q3 2023 | 21 |
NOMURA HOLDINGS INC | 7 | 1 | 0.00% | 0.01% | 0.08% | Q3 2016 | Q1 2022 | 21 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2022 | 21 |
Lombard Odier Asset Management (Europe) Ltd | 15 | 1 | 0.02% | 0.07% | 0.21% | Q3 2016 | Q3 2023 | 21 |
Mn Services Vermogensbeheer B.V. | 10 | 1 | 0.06% | 0.19% | 0.45% | Q3 2016 | Q3 2023 | 21 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 14 | 1 | 0.05% | 0.26% | 0.84% | Q3 2016 | Q3 2023 | 21 |
HANCOCK WHITNEY CORP | 21 | 21 | 0.01% | 0.06% | 0.11% | Q3 2018 | Q3 2023 | 21 |
PROFFITT & GOODSON INC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
DIAMANT ASSET MANAGEMENT, INC. | 9 | 3 | 0.15% | 0.36% | 0.88% | Q4 2017 | Q3 2023 | 21 |
SECURITY NATIONAL TRUST CO | 21 | 21 | 0.01% | 0.05% | 0.17% | Q3 2016 | Q3 2021 | 21 |
Uncommon Cents Investing LLC | 20 | 1 | 0.26% | 0.41% | 0.53% | Q2 2018 | Q3 2023 | 21 |
NORDEA INVESTMENT MANAGEMENT AB | 21 | 21 | 0.00% | 0.09% | 0.30% | Q3 2018 | Q3 2023 | 21 |
Point72 Asset Management, L.P. | 11 | 1 | 0.00% | 0.16% | 0.57% | Q3 2016 | Q3 2023 | 21 |
Corient Capital Partners, LLC | 20 | 1 | 0.04% | 0.13% | 0.22% | Q3 2016 | Q3 2022 | 21 |
AMP Capital Investors Ltd | 21 | 21 | 0.05% | 0.07% | 0.11% | Q3 2016 | Q3 2021 | 21 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 12 | 1 | 0.01% | 0.11% | 0.45% | Q3 2016 | Q3 2023 | 21 |
Man Group plc | 21 | 21 | 0.01% | 0.20% | 0.60% | Q3 2018 | Q3 2023 | 21 |
World Asset Management Inc | 21 | 21 | 0.09% | 0.12% | 0.16% | Q3 2016 | Q3 2021 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
People's United Financial, Inc. | 15 | 6 | 0.01% | 0.04% | 0.35% | Q3 2016 | Q4 2021 | 21 |
MCF Advisors LLC | 15 | 6 | 0.00% | 0.19% | 3.69% | Q3 2016 | Q3 2023 | 21 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 19 | 2 | 0.00% | 0.02% | 0.12% | Q3 2016 | Q1 2022 | 21 |
REILLY FINANCIAL ADVISORS, LLC | 16 | 5 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2021 | 21 |
Horizon Investments, LLC | 19 | 2 | 0.01% | 0.04% | 0.50% | Q2 2018 | Q3 2023 | 21 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 18 | 1 | 0.00% | 0.15% | 0.45% | Q2 2017 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q2 2022 | 20 |
WESTPAC BANKING CORP | 8 | 1 | 0.00% | 0.09% | 0.15% | Q4 2016 | Q3 2023 | 20 |
Hurlow Wealth Management Group, Inc. | 20 | 20 | 0.19% | 0.31% | 0.40% | Q4 2018 | Q3 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2022 | 20 |
OLD NATIONAL BANCORP /IN/ | 11 | 2 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q1 2023 | 20 |
BALYASNY ASSET MANAGEMENT L.P. | 7 | 1 | 0.00% | 0.20% | 0.91% | Q3 2016 | Q3 2023 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.05% | 0.11% | 0.36% | Q4 2017 | Q3 2022 | 20 |
Verition Fund Management LLC | 11 | 1 | 0.00% | 0.06% | 0.21% | Q3 2016 | Q3 2023 | 20 |
CHEMUNG CANAL TRUST CO | 20 | 20 | 0.20% | 0.85% | 1.74% | Q1 2019 | Q4 2023 | 20 |
ALLSTATE CORP | 17 | 1 | 0.01% | 0.05% | 0.14% | Q1 2017 | Q2 2023 | 20 |
Manning & Napier Group, LLC | 20 | 20 | 0.05% | 0.16% | 0.26% | Q2 2018 | Q1 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Jackson Hole Capital Partners, LLC | 20 | 20 | 0.21% | 0.25% | 0.32% | Q4 2018 | Q3 2023 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 20 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC | 11 | 4 | 0.02% | 0.05% | 0.12% | Q3 2016 | Q3 2023 | 20 |
FAIRFIELD, BUSH & CO. | 9 | 1 | 0.06% | 0.09% | 0.18% | Q3 2016 | Q2 2023 | 20 |
DEPRINCE RACE & ZOLLO INC | 18 | 2 | 0.39% | 0.57% | 0.79% | Q3 2016 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Riverview Trust Co | 20 | 20 | 0.01% | 0.04% | 0.09% | Q4 2018 | Q3 2023 | 20 |
PEAK6 Group LLC | 8 | 8 | 0.00% | 0.01% | 0.05% | Q3 2016 | Q2 2018 | 20 |
Assenagon Asset Management S.A. | 14 | 1 | 0.00% | 0.03% | 0.20% | Q3 2017 | Q3 2023 | 20 |
ENTERPRISE FINANCIAL SERVICES CORP | 20 | 20 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q2 2021 | 20 |
OneDigital Investment Advisors LLC | 12 | 3 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 20 |
BDO Wealth Advisors, LLC | 12 | 8 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2023 | 20 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.03% | Q4 2016 | Q3 2023 | 20 |
QS Investors, LLC | 20 | 20 | 0.01% | 0.02% | 0.14% | Q3 2016 | Q2 2021 | 20 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 19 | 19 | 0.62% | 1.64% | 3.76% | Q3 2016 | Q1 2021 | 19 |
FIRST CITIZENS BANK & TRUST CO | 16 | 3 | 0.04% | 0.08% | 0.14% | Q3 2016 | Q3 2023 | 19 |
ROPES WEALTH ADVISORS LLC | 18 | 1 | 0.00% | 0.00% | 0.04% | Q3 2016 | Q2 2023 | 19 |
CREDIT AGRICOLE S A | 11 | 2 | 0.00% | 0.22% | 0.64% | Q3 2016 | Q3 2023 | 19 |
South Dakota Investment Council | 13 | 6 | 0.01% | 0.03% | 0.06% | Q3 2016 | Q3 2023 | 19 |
TWIN CAPITAL MANAGEMENT INC | 19 | 19 | 0.04% | 0.09% | 0.20% | Q2 2018 | Q4 2022 | 19 |
SCOTIA CAPITAL INC. | 12 | 1 | 0.00% | 0.02% | 0.08% | Q3 2016 | Q3 2023 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.08% | 0.11% | 0.13% | Q1 2019 | Q3 2023 | 19 |
Cribstone Capital Management, LLC | 16 | 3 | 0.00% | 0.03% | 0.10% | Q3 2016 | Q4 2022 | 19 |
Red Cedar Capital, LLC | 19 | 19 | 0.06% | 0.07% | 0.10% | Q2 2018 | Q4 2022 | 19 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.08% | 0.72% | Q1 2017 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.02% | 0.04% | 0.10% | Q4 2017 | Q2 2022 | 19 |
BOENNING & SCATTERGOOD, INC. | 19 | 19 | 0.09% | 0.16% | 0.38% | Q2 2018 | Q4 2022 | 19 |
Jefferies Group LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q1 2022 | 19 |
PRIVATE TRUST CO NA | 8 | 5 | 0.02% | 0.07% | 0.19% | Q3 2016 | Q3 2023 | 19 |
JOHNSON INVESTMENT COUNSEL INC | 10 | 9 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 19 |
Pendal Group Ltd | 13 | 6 | 0.00% | 0.01% | 0.05% | Q2 2017 | Q4 2022 | 19 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 19 | 19 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q1 2021 | 19 |
TD Capital Management LLC | 17 | 2 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2022 | 19 |
LS Investment Advisors, LLC | 19 | 19 | 0.05% | 0.22% | 0.74% | Q3 2016 | Q1 2021 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.02% | 0.07% | 0.12% | Q1 2019 | Q3 2023 | 19 |
Valeo Financial Advisors, LLC | 15 | 4 | 0.00% | 0.03% | 0.14% | Q3 2017 | Q3 2023 | 19 |
Sound Income Strategies, LLC | 17 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 19 |
Balentine LLC | 8 | 5 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q2 2023 | 19 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 15 | 4 | 0.04% | 0.30% | 0.67% | Q3 2016 | Q4 2023 | 19 |
Vestmark Advisory Solutions, Inc. | 19 | 19 | 0.03% | 0.30% | 0.54% | Q1 2019 | Q3 2023 | 19 |
Vident Investment Advisory, LLC | 19 | 19 | 0.02% | 0.06% | 0.11% | Q4 2018 | Q2 2023 | 19 |
Kinneret Advisory, LLC | 17 | 2 | 0.13% | 0.62% | 0.99% | Q4 2018 | Q3 2023 | 19 |
Winslow, Evans & Crocker, Inc. | 18 | 18 | 0.00% | 0.09% | 0.28% | Q3 2016 | Q4 2020 | 18 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 18 | 18 | 0.58% | 1.35% | 1.92% | Q2 2019 | Q3 2023 | 18 |
TDAM USA INC. | 18 | 18 | 0.01% | 0.26% | 0.60% | Q4 2016 | Q1 2021 | 18 |
NEXT Financial Group, Inc | 7 | 5 | 0.00% | 0.06% | 0.21% | Q3 2016 | Q4 2021 | 18 |
Aperio Group, LLC | 18 | 18 | 0.05% | 0.07% | 0.15% | Q3 2016 | Q4 2020 | 18 |
Capital Analysts, LLC | 11 | 7 | 0.01% | 0.04% | 0.44% | Q1 2017 | Q3 2023 | 18 |
MONETARY MANAGEMENT GROUP INC | 13 | 5 | 0.03% | 0.10% | 0.26% | Q3 2016 | Q3 2023 | 18 |
DUNCKER STREETT & CO INC | 12 | 6 | 0.00% | 0.02% | 0.05% | Q3 2016 | Q1 2021 | 18 |
Wealthfront Advisers LLC | 14 | 4 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 18 |
PFS INVESTMENTS INC. | 18 | 18 | 0.01% | 0.08% | 0.14% | Q1 2019 | Q2 2023 | 18 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 18 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.01% | 0.02% | 0.06% | Q3 2017 | Q3 2023 | 18 |
Baker Avenue Asset Management, LP | 14 | 4 | 0.03% | 0.45% | 0.91% | Q4 2016 | Q3 2023 | 18 |
Institute for Wealth Management, LLC. | 12 | 2 | 0.04% | 0.07% | 0.14% | Q1 2018 | Q3 2023 | 18 |
EP Wealth Advisors, LLC | 18 | 18 | 0.01% | 0.06% | 0.19% | Q2 2019 | Q3 2023 | 18 |
Holocene Advisors, LP | 16 | 2 | 0.00% | 0.68% | 1.66% | Q4 2017 | Q3 2023 | 18 |
TOMPKINS FINANCIAL CORP | 10 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2023 | 18 |
Impax Asset Management Group plc | 11 | 7 | 0.01% | 0.04% | 0.26% | Q3 2018 | Q3 2023 | 18 |
Arden Trust Co | 18 | 18 | 0.09% | 0.27% | 0.40% | Q3 2019 | Q4 2023 | 18 |
Brinker Capital Investments, LLC | 11 | 2 | 0.00% | 0.02% | 0.13% | Q3 2017 | Q4 2022 | 18 |
DUPONT CAPITAL MANAGEMENT CORP | 18 | 18 | 0.01% | 0.05% | 0.12% | Q3 2018 | Q4 2022 | 18 |
Aspire Private Capital, LLC | 13 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
Achmea Investment Management B.V. | 15 | 1 | 0.04% | 0.23% | 0.70% | Q2 2018 | Q3 2023 | 18 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 12 | 6 | 0.02% | 0.18% | 0.34% | Q3 2016 | Q3 2023 | 18 |
Glassman Wealth Services | 14 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 18 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 18 | 18 | 0.00% | 0.92% | 2.21% | Q2 2019 | Q3 2023 | 18 |
Grantham, Mayo, Van Otterloo & Co. LLC | 10 | 8 | 0.00% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 18 |
PARK AVENUE SECURITIES LLC | 18 | 18 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
AGF INVESTMENTS INC. | 10 | 8 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q2 2022 | 18 |
MASON STREET ADVISORS, LLC | 18 | 18 | 0.07% | 0.11% | 0.17% | Q3 2016 | Q4 2020 | 18 |
Clearstead Advisors, LLC | 15 | 2 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2023 | 17 |
Lafayette Investments | 17 | 17 | 0.63% | 1.27% | 1.89% | Q3 2016 | Q3 2020 | 17 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 12 | 5 | 0.03% | 0.05% | 0.08% | Q4 2016 | Q3 2023 | 17 |
SCOPIA CAPITAL MANAGEMENT LP | 17 | 17 | 4.23% | 6.46% | 9.64% | Q3 2016 | Q3 2020 | 17 |
LORD, ABBETT & CO. LLC | 13 | 4 | 0.16% | 0.25% | 0.46% | Q3 2016 | Q3 2023 | 17 |
ETRADE Capital Management LLC | 17 | 17 | 0.01% | 0.03% | 0.04% | Q3 2016 | Q3 2020 | 17 |
Engineers Gate Manager LP | 7 | 1 | 0.01% | 0.21% | 0.63% | Q4 2016 | Q3 2023 | 17 |
RATIONAL ADVISORS LLC | 8 | 1 | 0.00% | 0.09% | 1.14% | Q2 2017 | Q3 2023 | 17 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 16 | 1 | 0.00% | 0.37% | 0.69% | Q3 2016 | Q3 2023 | 17 |
WATERS PARKERSON & CO., LLC | 17 | 17 | 0.29% | 0.98% | 1.76% | Q3 2016 | Q3 2020 | 17 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 15 | 1 | 0.00% | 0.06% | 0.28% | Q1 2017 | Q1 2023 | 17 |
Perpetual Ltd | 12 | 1 | 0.00% | 0.07% | 0.28% | Q3 2016 | Q3 2023 | 17 |
Cetera Investment Advisers | 17 | 17 | 0.01% | 0.05% | 0.12% | Q3 2019 | Q3 2023 | 17 |
Fieldpoint Private Securities, LLC | 10 | 7 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q2 2022 | 17 |
Radnor Capital Management, LLC | 13 | 4 | 0.07% | 0.24% | 0.69% | Q1 2019 | Q3 2023 | 17 |
First Allied Advisory Services, Inc. | 17 | 17 | 0.02% | 0.04% | 0.07% | Q3 2016 | Q3 2020 | 17 |
Centiva Capital, LP | 5 | 1 | 0.00% | 0.06% | 0.36% | Q4 2018 | Q3 2023 | 17 |
Symmetry Partners, LLC | 13 | 4 | 0.03% | 0.06% | 0.13% | Q2 2019 | Q3 2023 | 17 |
ExodusPoint Capital Management, LP | 12 | 5 | 0.02% | 0.17% | 0.61% | Q2 2019 | Q3 2023 | 17 |
Capital Advisors, Ltd. LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Verdence Capital Advisors LLC | 17 | 17 | 0.03% | 0.11% | 0.22% | Q3 2019 | Q3 2023 | 17 |
Premier Fund Managers Ltd | 13 | 4 | 0.02% | 0.94% | 4.19% | Q3 2016 | Q3 2023 | 17 |
United Asset Strategies, Inc. | 13 | 1 | 0.03% | 0.25% | 0.47% | Q2 2017 | Q3 2023 | 17 |
Vontobel Swiss Wealth Advisors AG | 12 | 5 | 0.16% | 0.29% | 0.48% | Q1 2017 | Q2 2021 | 17 |
Red Spruce Capital, LLC | 17 | 17 | 0.74% | 1.01% | 1.25% | Q4 2019 | Q4 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 17 |
PATHSTONE FAMILY OFFICE, LLC | 15 | 1 | 0.00% | 0.01% | 0.05% | Q1 2017 | Q3 2023 | 17 |
AFFINITY INVESTMENT ADVISORS, LLC | 8 | 1 | 0.07% | 0.35% | 1.00% | Q3 2016 | Q2 2023 | 17 |
AE Wealth Management LLC | 13 | 1 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 17 |
Belpointe Asset Management LLC | 11 | 1 | 0.01% | 0.03% | 0.10% | Q3 2017 | Q1 2023 | 17 |
MUFG Securities EMEA plc | 16 | 16 | 0.27% | 0.85% | 2.22% | Q2 2017 | Q1 2021 | 16 |
West Oak Capital, LLC | 12 | 4 | 0.00% | 0.03% | 0.30% | Q3 2016 | Q3 2023 | 16 |
MEEDER ASSET MANAGEMENT INC | 15 | 1 | 0.00% | 0.10% | 0.71% | Q1 2019 | Q3 2023 | 16 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 9 | 3 | 0.06% | 0.18% | 0.38% | Q3 2016 | Q2 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
SCOPUS ASSET MANAGEMENT, L.P. | 4 | 1 | 0.03% | 0.29% | 1.13% | Q3 2016 | Q2 2023 | 16 |
BANQUE PICTET & CIE SA | 16 | 16 | 0.01% | 0.12% | 0.21% | Q4 2019 | Q3 2023 | 16 |
Alyeska Investment Group, L.P. | 9 | 1 | 0.01% | 0.31% | 0.88% | Q3 2016 | Q3 2023 | 16 |
Asset Dedication, LLC | 9 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
ACADIAN ASSET MANAGEMENT LLC | 10 | 1 | 0.00% | 0.04% | 0.09% | Q2 2018 | Q3 2023 | 16 |
CX Institutional | 11 | 1 | 0.00% | 0.03% | 0.39% | Q1 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
USS Investment Management Ltd | 16 | 16 | 0.02% | 0.10% | 0.25% | Q4 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 13 | 3 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
TWO SIGMA ADVISERS, LP | 12 | 1 | 0.00% | 0.17% | 0.68% | Q3 2016 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Ethic Inc. | 16 | 16 | 0.13% | 0.29% | 0.40% | Q4 2019 | Q3 2023 | 16 |
First Personal Financial Services | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 16 |
WASHINGTON TRUST BANK | 14 | 2 | 0.01% | 0.05% | 0.07% | Q4 2016 | Q4 2020 | 16 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 16 | 16 | 0.06% | 0.12% | 0.16% | Q4 2019 | Q3 2023 | 16 |
TODD ASSET MANAGEMENT LLC | 8 | 2 | 0.01% | 0.21% | 0.60% | Q3 2016 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.10% | 0.18% | 0.28% | Q4 2019 | Q3 2023 | 16 |
ROYAL LONDON ASSET MANAGEMENT LTD | 13 | 1 | 0.05% | 0.08% | 0.13% | Q2 2018 | Q3 2023 | 16 |
FIRST MERCANTILE TRUST CO | 13 | 3 | 0.01% | 0.11% | 0.25% | Q3 2016 | Q1 2021 | 16 |
Creegan & Nassoura Financial Group, LLC | 16 | 16 | 0.41% | 0.67% | 0.83% | Q4 2019 | Q3 2023 | 16 |
Financial Architects, Inc | 16 | 16 | 0.00% | 0.04% | 0.09% | Q3 2016 | Q2 2020 | 16 |
Vestcor Inc | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.01% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 16 |
9258 Wealth Management, LLC | 16 | 16 | 0.08% | 0.12% | 0.16% | Q4 2019 | Q3 2023 | 16 |
Inspire Investing, LLC | 16 | 16 | 0.09% | 0.49% | 0.77% | Q4 2017 | Q3 2021 | 16 |
BAILARD, INC. | 11 | 5 | 0.01% | 0.08% | 0.33% | Q3 2016 | Q3 2023 | 16 |
Perkins Coie Trust Co | 15 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 16 |
Snowden Capital Advisors LLC | 8 | 8 | 0.00% | 0.04% | 0.10% | Q3 2019 | Q3 2023 | 16 |
Dorsey & Whitney Trust CO LLC | 6 | 1 | 0.02% | 0.03% | 0.06% | Q3 2016 | Q3 2023 | 16 |
M&G INVESTMENT MANAGEMENT LTD | 16 | 16 | 0.20% | 0.35% | 0.56% | Q4 2019 | Q3 2023 | 16 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 8 | 7 | 0.00% | 0.03% | 0.17% | Q3 2016 | Q3 2023 | 15 |
BP PLC | 12 | 3 | 0.05% | 0.11% | 0.18% | Q3 2016 | Q2 2021 | 15 |
SIMON QUICK ADVISORS, LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q1 2022 | 15 |
BRINKER CAPITAL INC | 15 | 15 | 0.02% | 0.10% | 0.16% | Q4 2016 | Q2 2020 | 15 |
ING GROEP NV | 12 | 3 | 0.01% | 0.06% | 0.13% | Q4 2019 | Q3 2023 | 15 |
WOLVERINE ASSET MANAGEMENT LLC | 6 | 3 | 0.00% | 0.02% | 0.06% | Q3 2016 | Q3 2021 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q1 2020 | 15 |
FORSTA AP-FONDEN | 15 | 15 | 0.10% | 0.15% | 0.20% | Q1 2020 | Q3 2023 | 15 |
WHEATLAND ADVISORS INC | 14 | 1 | 0.69% | 1.03% | 1.84% | Q3 2016 | Q2 2020 | 15 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 1 | 0.02% | 0.16% | 0.56% | Q4 2016 | Q1 2021 | 15 |
Montecito Bank & Trust | 14 | 1 | 0.05% | 0.42% | 0.70% | Q4 2016 | Q4 2023 | 15 |
Providence Capital Advisors, LLC | 6 | 1 | 0.00% | 1.24% | 1.87% | Q4 2017 | Q3 2023 | 15 |
CADENCE CAPITAL MANAGEMENT LLC | 15 | 15 | 0.02% | 0.15% | 0.32% | Q1 2017 | Q3 2020 | 15 |
Walleye Capital LLC | 5 | 1 | 0.00% | 0.09% | 0.66% | Q1 2021 | Q3 2023 | 15 |
MV CAPITAL MANAGEMENT, INC. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 15 |
Avestar Capital, LLC | 8 | 7 | 0.04% | 0.08% | 0.14% | Q4 2017 | Q3 2023 | 15 |
SouthState Corp | 9 | 6 | 0.00% | 0.02% | 0.07% | Q3 2016 | Q3 2023 | 15 |
Wealthspire Advisors, L.P. | 15 | 15 | 0.02% | 0.03% | 0.06% | Q3 2016 | Q1 2020 | 15 |
PIEDMONT INVESTMENT ADVISORS INC | 15 | 15 | 0.01% | 0.16% | 0.39% | Q3 2016 | Q1 2020 | 15 |
Illinois Municipal Retirement Fund | 14 | 1 | 0.02% | 0.08% | 0.27% | Q4 2019 | Q3 2023 | 15 |
Evercore Wealth Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q2 2023 | 15 |
Freestone Capital Holdings, LLC | 9 | 1 | 0.00% | 0.10% | 0.88% | Q2 2017 | Q2 2022 | 15 |
ZEKE CAPITAL ADVISORS, LLC | 8 | 1 | 0.02% | 0.08% | 0.16% | Q4 2016 | Q4 2022 | 15 |
Aull & Monroe Investment Management Corp | 9 | 2 | 0.10% | 0.13% | 0.18% | Q3 2016 | Q4 2021 | 15 |
BENJAMIN EDWARDS INC | 15 | 15 | 0.03% | 0.06% | 0.09% | Q1 2020 | Q3 2023 | 15 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 12 | 3 | 0.00% | 0.54% | 0.84% | Q3 2016 | Q3 2023 | 15 |
FARMERS TRUST CO | 15 | 15 | 0.87% | 1.11% | 1.30% | Q4 2019 | Q2 2023 | 15 |
Cresset Asset Management, LLC | 10 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 15 |
Certified Advisory Corp | 11 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 15 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.05% | 0.12% | Q3 2016 | Q3 2023 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.03% | 0.11% | 0.42% | Q1 2017 | Q3 2020 | 15 |
Cable Hill Partners, LLC | 11 | 3 | 0.01% | 0.04% | 0.08% | Q3 2016 | Q2 2023 | 14 |
PRUDENTIAL PLC | 13 | 1 | 0.02% | 0.10% | 0.13% | Q3 2016 | Q3 2023 | 14 |
Employees Retirement System of Texas | 13 | 1 | 0.09% | 0.15% | 0.26% | Q3 2016 | Q1 2022 | 14 |
Unison Advisors LLC | 14 | 14 | 0.68% | 0.78% | 0.99% | Q4 2017 | Q1 2021 | 14 |
Fiduciary Trust Co International of Pennsylvania | 14 | 14 | 0.02% | 0.07% | 0.12% | Q4 2016 | Q1 2020 | 14 |
Quantbot Technologies LP | 4 | 1 | 0.03% | 0.33% | 1.51% | Q3 2016 | Q3 2023 | 14 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 14 | 14 | 0.16% | 0.29% | 0.69% | Q2 2020 | Q3 2023 | 14 |
Osborn Williams & Donohoe LLC | 14 | 14 | 0.05% | 0.40% | 0.82% | Q4 2016 | Q1 2020 | 14 |
Hudson Bay Capital Management LP | 5 | 1 | 0.01% | 0.06% | 0.18% | Q3 2016 | Q3 2023 | 14 |
Advisor Group, Inc. | 14 | 14 | 0.02% | 0.03% | 0.05% | Q3 2016 | Q4 2019 | 14 |
Mutual Advisors, LLC | 14 | 14 | 0.10% | 0.15% | 0.20% | Q2 2020 | Q3 2023 | 14 |
Virtu Financial LLC | 4 | 1 | 0.02% | 0.08% | 0.15% | Q3 2017 | Q3 2023 | 14 |
SKBA CAPITAL MANAGEMENT LLC | 14 | 14 | 0.05% | 1.21% | 2.12% | Q3 2016 | Q4 2019 | 14 |
Trexquant Investment LP | 4 | 1 | 0.06% | 0.19% | 0.50% | Q3 2016 | Q3 2023 | 14 |
Perigon Wealth Management, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2011 | Q3 2023 | 14 |
Lester Murray Antman dba SimplyRich | 14 | 14 | 0.23% | 0.30% | 0.40% | Q2 2020 | Q3 2023 | 14 |
OSSIAM | 8 | 1 | 0.00% | 0.06% | 0.28% | Q2 2019 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2022 | 14 |
PineBridge Investments, L.P. | 8 | 1 | 0.00% | 0.07% | 0.24% | Q4 2016 | Q2 2021 | 14 |
GOFEN & GLOSSBERG LLC /IL/ | 13 | 1 | 0.01% | 0.14% | 0.34% | Q3 2016 | Q1 2020 | 14 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2020 | 14 |
M&R CAPITAL MANAGEMENT INC | 14 | 14 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q4 2019 | 14 |
Lee Financial Co | 8 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 14 |
MOODY NATIONAL BANK TRUST DIVISION | 6 | 3 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 14 |
Whitnell & Co. | 14 | 14 | 0.00% | 0.28% | 0.44% | Q3 2016 | Q4 2019 | 14 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 14 |
Eventide Asset Management | 14 | 14 | 0.02% | 0.08% | 0.11% | Q3 2016 | Q4 2019 | 14 |
Pacer Advisors, Inc. | 12 | 1 | 0.00% | 0.03% | 0.09% | Q2 2017 | Q3 2023 | 14 |
TRILLIUM ASSET MANAGEMENT, LLC | 14 | 14 | 0.01% | 0.64% | 1.36% | Q3 2016 | Q4 2019 | 14 |
COLONY GROUP LLC | 5 | 2 | 0.00% | 0.02% | 0.07% | Q3 2016 | Q2 2023 | 14 |
Annex Advisory Services, LLC | 10 | 4 | 0.01% | 0.06% | 0.20% | Q4 2016 | Q2 2023 | 14 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 14 | 14 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q4 2019 | 14 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 14 | 14 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q4 2019 | 14 |
CVA Family Office, LLC | 14 | 14 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q2 2023 | 14 |
Avantax Planning Partners, Inc. | 6 | 1 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q2 2023 | 14 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 14 | 14 | 0.61% | 1.48% | 1.94% | Q3 2016 | Q4 2019 | 14 |
ALBERT D MASON INC | 14 | 14 | 0.55% | 0.83% | 1.01% | Q3 2016 | Q4 2019 | 14 |
Harvest Fund Management Co., Ltd | 12 | 2 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q2 2023 | 14 |
Vectors Research Management, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2022 | 14 |
Brown Capital Management | 14 | 14 | 0.11% | 0.19% | 0.29% | Q3 2016 | Q4 2019 | 14 |
HOWE & RUSLING INC | 6 | 4 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2022 | 14 |
ALTFEST L J & CO INC | 14 | 14 | 0.05% | 0.07% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Equitable Holdings, Inc. | 13 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.03% | 0.07% | 0.13% | Q2 2020 | Q3 2023 | 14 |
CORNERCAP INVESTMENT COUNSEL INC | 13 | 1 | 0.03% | 0.15% | 0.35% | Q3 2016 | Q1 2022 | 14 |
Executive Wealth Management, LLC | 11 | 3 | 0.00% | 0.67% | 1.08% | Q4 2018 | Q3 2023 | 14 |
Foyston, Gordon, & Payne Inc | 14 | 14 | 0.36% | 1.64% | 3.34% | Q3 2016 | Q4 2019 | 14 |
NewEdge Advisors, LLC | 9 | 5 | 0.01% | 0.05% | 0.17% | Q3 2016 | Q3 2023 | 14 |
Clarius Group, LLC | 14 | 14 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
COOKE & BIELER LP | 13 | 13 | 1.02% | 1.52% | 1.97% | Q4 2017 | Q4 2020 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2022 | 13 |
RFG Advisory, LLC | 11 | 2 | 0.02% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 13 |
EagleClaw Capital Managment, LLC | 13 | 13 | 0.09% | 0.77% | 1.45% | Q3 2016 | Q3 2019 | 13 |
Shamrock Asset Management LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2019 | 13 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 6 | 6 | 0.04% | 0.60% | 2.48% | Q2 2022 | Q3 2023 | 13 |
Cetera Advisors LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 13 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 13 | 13 | 0.02% | 0.04% | 0.06% | Q3 2016 | Q3 2019 | 13 |
Bank Pictet & Cie (Europe) AG | 13 | 13 | 0.14% | 0.24% | 0.81% | Q4 2019 | Q4 2022 | 13 |
FIRST HAWAIIAN BANK | 8 | 2 | 0.01% | 0.08% | 0.14% | Q3 2018 | Q3 2023 | 13 |
SUNTRUST BANKS INC | 13 | 13 | 0.00% | 0.02% | 0.06% | Q3 2016 | Q3 2019 | 13 |
Kepos Capital LP | 10 | 1 | 0.01% | 0.04% | 0.10% | Q3 2018 | Q3 2023 | 13 |
Berkeley Capital Partners, LLC | 10 | 3 | 0.10% | 0.19% | 0.29% | Q2 2019 | Q3 2023 | 13 |
Columbia Trust Co 01012016 | 12 | 1 | 0.15% | 0.19% | 0.25% | Q2 2020 | Q3 2023 | 13 |
SEVEN EIGHT CAPITAL, LP | 4 | 1 | 0.01% | 0.29% | 0.80% | Q3 2016 | Q3 2023 | 13 |
Rafferty Asset Management, LLC | 8 | 5 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
Qube Research & Technologies Ltd | 3 | 1 | 0.02% | 0.14% | 0.32% | Q3 2018 | Q3 2023 | 13 |
Focused Wealth Management, Inc | 12 | 1 | 0.00% | 0.03% | 0.05% | Q3 2018 | Q3 2022 | 13 |
Simplicity Solutions, LLC | 9 | 2 | 0.01% | 0.04% | 0.09% | Q2 2018 | Q3 2023 | 13 |
MARIETTA INVESTMENT PARTNERS LLC | 13 | 13 | 0.19% | 0.25% | 0.30% | Q3 2020 | Q3 2023 | 13 |
PINNACLE ASSOCIATES LTD | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 13 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.07% | 0.30% | Q3 2016 | Q3 2019 | 13 |
Norway Savings Bank | 13 | 13 | 0.13% | 0.27% | 0.38% | Q3 2020 | Q3 2023 | 13 |
CAROLINAS WEALTH CONSULTING LLC | 13 | 13 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Robeco Schweiz AG | 13 | 13 | 0.34% | 1.78% | 2.60% | Q2 2020 | Q2 2023 | 13 |
ATLAS CAPITAL ADVISORS LLC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2023 | 13 |
MOTCO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 13 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 13 | 13 | 0.24% | 0.29% | 0.38% | Q3 2020 | Q3 2023 | 13 |
LaSalle Street Capital Management, LLC | 13 | 13 | 0.50% | 0.94% | 1.40% | Q3 2016 | Q3 2019 | 13 |
Keudell/Morrison Wealth Management | 8 | 1 | 0.06% | 0.16% | 0.20% | Q1 2019 | Q2 2023 | 13 |
FORT, L.P. | 7 | 6 | 0.01% | 0.25% | 0.50% | Q4 2018 | Q3 2022 | 13 |
TBH Global Asset Management, LLC | 13 | 13 | 0.29% | 0.60% | 0.89% | Q3 2020 | Q3 2023 | 13 |
FIRST INTERSTATE BANK | 13 | 13 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q4 2019 | 13 |
Pinnacle Bancorp, Inc. | 8 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q4 2021 | 13 |
UBS OCONNOR LLC | 7 | 1 | 0.00% | 0.29% | 0.98% | Q3 2016 | Q3 2023 | 13 |
ZACKS INVESTMENT MANAGEMENT | 7 | 2 | 0.01% | 0.18% | 0.54% | Q3 2016 | Q3 2023 | 13 |
NuWave Investment Management, LLC | 8 | 1 | 0.00% | 0.49% | 2.18% | Q4 2017 | Q2 2022 | 13 |
Vanguard Personalized Indexing Management, LLC | 13 | 13 | 0.09% | 0.11% | 0.15% | Q3 2020 | Q3 2023 | 13 |
BB&T SECURITIES, LLC | 13 | 13 | 0.08% | 0.14% | 0.25% | Q3 2016 | Q3 2019 | 13 |
Selective Wealth Management, Inc. | 11 | 1 | 0.01% | 0.54% | 1.66% | Q3 2018 | Q2 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.02% | 0.04% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Knights of Columbus Asset Advisors LLC | 13 | 13 | 0.00% | 1.09% | 1.57% | Q1 2017 | Q1 2020 | 13 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 8 | 5 | 0.03% | 0.05% | 0.19% | Q3 2016 | Q1 2021 | 13 |
Cerity Partners LLC | 6 | 1 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 13 |
SHINE INVESTMENT ADVISORY SERVICES INC | 11 | 2 | 0.02% | 0.02% | 0.04% | Q2 2017 | Q3 2020 | 13 |
EXCHANGE TRADED CONCEPTS, LLC | 11 | 2 | 0.00% | 0.01% | 0.07% | Q3 2020 | Q4 2023 | 13 |
METROPOLITAN LIFE INSURANCE CO/NY | 4 | 1 | 0.06% | 0.09% | 0.11% | Q1 2019 | Q3 2023 | 13 |
Municipal Employees' Retirement System of Michigan | 8 | 5 | 0.02% | 0.07% | 0.14% | Q3 2016 | Q4 2019 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.02% | 0.18% | 0.49% | Q4 2016 | Q3 2019 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.07% | 0.12% | 0.19% | Q4 2020 | Q3 2023 | 12 |
Cornerstone Wealth Management, LLC | 4 | 1 | 0.00% | 0.04% | 0.07% | Q1 2017 | Q2 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.03% | 0.21% | 0.61% | Q4 2016 | Q3 2019 | 12 |
Bridgewater Associates | 6 | 2 | 0.01% | 0.16% | 0.38% | Q4 2019 | Q3 2023 | 12 |
Brand Asset Management Group, Inc. | 12 | 12 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q1 2021 | 12 |
Savant Capital, LLC | 11 | 1 | 0.01% | 0.02% | 0.07% | Q3 2019 | Q3 2023 | 12 |
Lenox Wealth Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2021 | 12 |
PEOPLES FINANCIAL SERVICES CORP. | 11 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2019 | 12 |
Ballentine Partners, LLC | 11 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 12 |
Weiss Multi-Strategy Advisers LLC | 4 | 1 | 0.04% | 0.13% | 0.26% | Q3 2016 | Q2 2023 | 12 |
Sigma Planning Corp | 6 | 1 | 0.01% | 0.02% | 0.05% | Q3 2016 | Q4 2021 | 12 |
RITHOLTZ WEALTH MANAGEMENT | 12 | 12 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q2 2023 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.02% | 0.17% | 0.49% | Q4 2016 | Q3 2019 | 12 |
Wealthstreet Investment Advisors, LLC | 9 | 3 | 0.02% | 0.09% | 0.25% | Q4 2017 | Q1 2021 | 12 |
JFS WEALTH ADVISORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 12 |
Semmax Financial Advisors Inc. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.02% | 0.15% | 0.44% | Q4 2016 | Q3 2019 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
HighMark Wealth Management LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
USA FINANCIAL FORMULAS | 7 | 1 | 0.00% | 0.48% | 1.10% | Q3 2016 | Q3 2023 | 12 |
Legacy Bridge, LLC | 12 | 12 | 0.87% | 1.01% | 1.18% | Q4 2020 | Q3 2023 | 12 |
Brandywine Global Investment Management, LLC | 11 | 1 | 0.00% | 0.20% | 0.57% | Q3 2018 | Q3 2023 | 12 |
Ridgewood Investments LLC | 10 | 2 | 0.01% | 0.21% | 0.33% | Q3 2018 | Q2 2023 | 12 |
Dynamic Technology Lab Private Ltd | 5 | 1 | 0.04% | 0.12% | 0.23% | Q3 2017 | Q3 2023 | 12 |
BARINGS LLC | 7 | 1 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q1 2022 | 12 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 12 | 12 | 0.26% | 0.42% | 0.56% | Q4 2020 | Q3 2023 | 12 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.15% | 0.98% | Q3 2018 | Q3 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.08% | 0.10% | 0.12% | Q4 2020 | Q3 2023 | 12 |
GUARDIAN CAPITAL ADVISORS LP | 12 | 12 | 0.03% | 0.22% | 0.48% | Q3 2016 | Q2 2019 | 12 |
Clear Harbor Asset Management, LLC | 5 | 2 | 0.49% | 0.94% | 1.49% | Q3 2016 | Q1 2020 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
BOYS ARNOLD & CO INC | 12 | 12 | 0.04% | 0.10% | 0.23% | Q3 2016 | Q2 2019 | 12 |
JONES FINANCIAL COMPANIES LLLP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Lombard Odier Asset Management (Switzerland) SA | 6 | 1 | 0.03% | 0.07% | 0.19% | Q4 2018 | Q3 2023 | 12 |
COMMONWEALTH BANK OF AUSTRALIA | 12 | 12 | 0.00% | 0.03% | 0.07% | Q3 2016 | Q2 2019 | 12 |
KLCM Advisors, Inc. | 5 | 1 | 0.04% | 0.21% | 0.51% | Q1 2018 | Q3 2023 | 12 |
Yorktown Management & Research Co Inc | 12 | 12 | 0.08% | 0.43% | 0.73% | Q4 2016 | Q3 2019 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
M. Kulyk & Associates, LLC | 12 | 12 | 1.26% | 1.73% | 2.14% | Q4 2020 | Q3 2023 | 12 |
Stanley-Laman Group, Ltd. | 12 | 12 | 0.10% | 0.31% | 0.52% | Q1 2017 | Q4 2019 | 12 |
AUA CAPITAL MANAGEMENT, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 12 |
Gulf International Bank (UK) Ltd | 12 | 12 | 0.10% | 0.14% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Edgestream Partners, L.P. | 6 | 3 | 0.03% | 0.30% | 0.75% | Q4 2019 | Q3 2023 | 12 |
First Financial Bank - Trust Division | 6 | 1 | 0.02% | 0.04% | 0.06% | Q3 2016 | Q2 2023 | 12 |
Vigilant Capital Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2023 | 12 |
Blueshift Asset Management, LLC | 5 | 1 | 0.02% | 0.23% | 0.55% | Q4 2018 | Q3 2023 | 12 |
Cornerstone Advisors, Inc. | 12 | 12 | 0.00% | 0.03% | 0.05% | Q3 2016 | Q2 2019 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.00% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 12 |
CLEAR STREET MARKETS LLC | 10 | 10 | 0.00% | 0.06% | 0.21% | Q1 2021 | Q2 2023 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2021 | 12 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 12 | 12 | 0.08% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 12 |
BSW Wealth Partners | 12 | 12 | 0.05% | 0.09% | 0.14% | Q4 2020 | Q3 2023 | 12 |
TIAA, FSB | 9 | 1 | 0.00% | 0.01% | 0.05% | Q2 2017 | Q2 2023 | 12 |
SevenBridge Financial Group, LLC | 12 | 12 | 0.02% | 0.19% | 0.63% | Q3 2016 | Q2 2019 | 12 |
Sciencast Management LP | 3 | 1 | 0.08% | 0.54% | 1.02% | Q3 2018 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
Connor, Clark & Lunn Investment Management Ltd. | 7 | 1 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 12 |
Tidal Investments LLC | 12 | 12 | 0.01% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Westchester Capital Management, LLC | 4 | 2 | 0.04% | 0.55% | 1.29% | Q3 2016 | Q1 2018 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.05% | 0.30% | Q3 2016 | Q3 2023 | 12 |
Moser Wealth Advisors, LLC | 10 | 2 | 0.51% | 0.74% | 0.94% | Q3 2020 | Q3 2023 | 12 |
Solstein Capital, LLC | 11 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 12 |
Bayesian Capital Management, LP | 4 | 1 | 0.05% | 0.16% | 0.38% | Q1 2018 | Q4 2022 | 12 |
Integrated Advisors Network LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Ironwood Investment Counsel, LLC | 12 | 12 | 0.06% | 0.27% | 2.10% | Q4 2020 | Q3 2023 | 12 |
INTACT INVESTMENT MANAGEMENT INC. | 12 | 12 | 0.12% | 0.15% | 0.22% | Q4 2019 | Q3 2022 | 12 |
EVERGREEN CAPITAL MANAGEMENT LLC | 11 | 1 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 12 |
Ellevest, Inc. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2023 | 12 |
Polaris Wealth Advisory Group, LLC | 7 | 1 | 0.00% | 1.40% | 2.10% | Q1 2018 | Q4 2021 | 11 |
LOGAN CAPITAL MANAGEMENT INC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 11 | 11 | 0.02% | 0.47% | 0.98% | Q3 2016 | Q1 2019 | 11 |
DUALITY ADVISERS, LP | 4 | 1 | 0.13% | 0.34% | 0.52% | Q2 2019 | Q3 2023 | 11 |
PICTET BANK & TRUST Ltd | 11 | 11 | 0.18% | 0.27% | 0.36% | Q4 2019 | Q2 2022 | 11 |
PICTON MAHONEY ASSET MANAGEMENT | 10 | 1 | 0.09% | 0.20% | 0.68% | Q2 2017 | Q3 2023 | 11 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 11 | 11 | 0.03% | 0.05% | 0.08% | Q3 2016 | Q1 2019 | 11 |
Strategic Investment Advisors / MI | 10 | 1 | 0.05% | 0.09% | 0.16% | Q4 2020 | Q3 2023 | 11 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.02% | 0.10% | 0.47% | Q3 2016 | Q3 2023 | 11 |
First American Bank | 6 | 5 | 0.02% | 0.13% | 0.26% | Q3 2016 | Q4 2021 | 11 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.02% | 0.19% | 0.45% | Q4 2016 | Q3 2023 | 11 |
THOMPSON RUBINSTEIN INVESTMENT MANAGEMENT INC /OR/ | 11 | 11 | 0.12% | 0.15% | 0.20% | Q3 2016 | Q1 2019 | 11 |
WealthTrust Fairport, LLC | 11 | 11 | 0.00% | 0.19% | 0.47% | Q3 2016 | Q1 2019 | 11 |
TEACHERS ADVISORS, LLC | 11 | 11 | 0.07% | 0.09% | 0.12% | Q3 2016 | Q1 2019 | 11 |
Csenge Advisory Group | 8 | 1 | 0.00% | 0.04% | 0.10% | Q3 2018 | Q2 2022 | 11 |
OneAscent Financial Services LLC | 9 | 2 | 0.08% | 0.39% | 1.32% | Q4 2020 | Q3 2023 | 11 |
SG3 Management, LLC | 6 | 1 | 0.02% | 0.13% | 0.35% | Q4 2020 | Q4 2022 | 11 |
AlphaCrest Capital Management LLC | 7 | 4 | 0.02% | 0.12% | 0.36% | Q3 2019 | Q2 2022 | 11 |
OppenheimerFunds, Inc. | 11 | 11 | 0.00% | 0.27% | 0.61% | Q3 2016 | Q1 2019 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Daiwa SB Investments Ltd. | 11 | 11 | 0.10% | 1.00% | 2.55% | Q3 2016 | Q1 2019 | 11 |
Global Thematic Partners, LLC | 11 | 11 | 1.06% | 1.89% | 2.35% | Q3 2016 | Q1 2019 | 11 |
Beacon Pointe Advisors, LLC | 10 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 11 |
Community Bank, N.A. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2022 | 11 |
Navalign, LLC | 11 | 11 | 0.30% | 0.39% | 0.46% | Q1 2021 | Q3 2023 | 11 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 11 | 11 | 0.03% | 0.04% | 0.04% | Q1 2019 | Q3 2021 | 11 |
Marcum Wealth, LLC | 11 | 11 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
TCTC Holdings, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2022 | 11 |
C-J Advisory, Inc. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q1 2019 | 11 |
BMT Investment Advisors | 11 | 11 | 1.05% | 1.28% | 1.50% | Q3 2017 | Q1 2020 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 11 |
Essex Financial Services, Inc. | 11 | 11 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 11 |
CENTRAL BANK & TRUST CO | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2023 | 11 |
DIVIDEND ASSETS CAPITAL, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 11 |
FOX RUN MANAGEMENT, L.L.C. | 5 | 1 | 0.07% | 0.26% | 0.50% | Q1 2018 | Q3 2023 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Ziegler Capital Management, LLC | 6 | 5 | 0.08% | 0.24% | 0.41% | Q3 2020 | Q3 2023 | 11 |
Sheaff Brock Investment Advisors, LLC | 10 | 10 | 0.01% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 11 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 11 | 11 | 0.00% | 0.02% | 0.07% | Q4 2020 | Q2 2023 | 11 |
PEAPACK GLADSTONE FINANCIAL CORP | 10 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 11 |
Blume Capital Management, Inc. | 11 | 11 | 0.02% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Spears Abacus Advisors LLC | 11 | 11 | 0.22% | 0.75% | 1.82% | Q3 2016 | Q1 2019 | 11 |
Summit Global Investments | 11 | 11 | 0.06% | 0.11% | 0.16% | Q2 2020 | Q4 2022 | 11 |
HHM Wealth Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
AVANTAX ADVISORY SERVICES, INC. | 9 | 2 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 11 |
PITCAIRN CO | 6 | 5 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 11 |
Heritage Wealth Advisors | 11 | 11 | 0.00% | 0.03% | 0.04% | Q4 2018 | Q2 2021 | 11 |
ISTHMUS PARTNERS, LLC | 9 | 1 | 0.00% | 0.20% | 2.14% | Q3 2016 | Q2 2021 | 11 |
Point72 Middle East FZE | 4 | 4 | 0.01% | 0.06% | 0.29% | Q4 2022 | Q3 2023 | 11 |
Capital Research Global Investors | 4 | 3 | 0.01% | 0.11% | 0.20% | Q4 2016 | Q1 2021 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2020 | 11 |
GIRARD PARTNERS LTD. | 11 | 11 | 0.05% | 0.10% | 0.13% | Q4 2017 | Q2 2020 | 11 |
Mosaic Family Wealth, LLC | 11 | 11 | 0.01% | 0.04% | 0.08% | Q3 2016 | Q1 2019 | 11 |
Teza Capital Management LLC | 4 | 1 | 0.11% | 0.36% | 1.12% | Q1 2019 | Q3 2023 | 11 |
CYPRESS CAPITAL MANAGEMENT LLC | 10 | 1 | 0.06% | 1.29% | 1.68% | Q1 2017 | Q3 2022 | 11 |
Zurich Insurance Group Ltd/FI | 6 | 2 | 0.01% | 0.09% | 0.20% | Q2 2017 | Q3 2023 | 11 |
CULLINAN ASSOCIATES INC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q4 2020 | 11 |
Foundry Partners, LLC | 11 | 11 | 0.30% | 0.60% | 0.85% | Q2 2019 | Q4 2021 | 11 |
BAHL & GAYNOR INC | 10 | 1 | 0.00% | 0.08% | 0.22% | Q3 2016 | Q3 2023 | 11 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2019 | 11 |
Cornell Pochily Investment Advisors, Inc. | 9 | 2 | 0.07% | 0.15% | 0.20% | Q4 2017 | Q4 2020 | 11 |
Transamerica Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 11 |
Twin Lakes Capital Management, LLC | 11 | 11 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Burt Wealth Advisors | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2020 | 11 |
Compagnie Lombard Odier SCmA | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2019 | 11 |
Hilltop Holdings Inc. | 5 | 1 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.04% | 0.10% | 0.20% | Q4 2016 | Q2 2019 | 11 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 0.09% | 0.13% | 0.26% | Q2 2020 | Q4 2022 | 11 |
Bienville Capital Management, LLC | 9 | 1 | 0.02% | 0.04% | 0.10% | Q3 2016 | Q2 2019 | 10 |
Geller Advisors LLC | 10 | 10 | 0.03% | 0.05% | 0.07% | Q1 2021 | Q2 2023 | 10 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 10 | 10 | 0.10% | 0.29% | 0.50% | Q2 2019 | Q3 2021 | 10 |
MetLife Investment Management, LLC | 3 | 1 | 0.07% | 0.09% | 0.11% | Q4 2019 | Q3 2023 | 10 |
HAP Trading, LLC | 2 | 1 | 0.00% | 0.05% | 0.25% | Q4 2016 | Q1 2022 | 10 |
Tradition Wealth Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
St. Johns Investment Management Company, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
LYRICAL ASSET MANAGEMENT LP | 10 | 10 | 2.68% | 3.07% | 3.89% | Q4 2016 | Q1 2019 | 10 |
PACES FERRY WEALTH ADVISORS, LLC | 7 | 3 | 0.17% | 0.20% | 0.23% | Q3 2020 | Q2 2023 | 10 |
AMG Funds LLC | 10 | 10 | 0.46% | 0.84% | 1.06% | Q3 2016 | Q4 2018 | 10 |
ZWJ INVESTMENT COUNSEL INC | 10 | 10 | 0.02% | 1.01% | 1.77% | Q3 2016 | Q4 2018 | 10 |
ARROW FINANCIAL CORP | 10 | 10 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2018 | 10 |
DUBUQUE BANK & TRUST CO | 10 | 10 | 0.00% | 0.25% | 0.71% | Q4 2016 | Q1 2019 | 10 |
Epoch Investment Partners, Inc. | 7 | 3 | 0.14% | 0.77% | 1.37% | Q1 2017 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 10 |
Advisory Resource Group | 9 | 1 | 0.08% | 0.13% | 0.19% | Q1 2021 | Q3 2023 | 10 |
Apollon Wealth Management, LLC | 9 | 1 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 10 |
Versor Investments LP | 4 | 2 | 0.01% | 0.05% | 0.14% | Q4 2018 | Q3 2023 | 10 |
Nicholas Hoffman & Company, LLC. | 5 | 5 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 10 |
River Road Asset Management, LLC | 10 | 10 | 0.42% | 0.98% | 1.31% | Q3 2016 | Q4 2018 | 10 |
Clark Capital Management Group, Inc. | 8 | 2 | 0.28% | 0.40% | 0.48% | Q3 2019 | Q2 2022 | 10 |
First Affirmative Financial Network | 10 | 10 | 0.20% | 0.29% | 0.34% | Q3 2021 | Q4 2023 | 10 |
CI INVESTMENTS INC. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Marshall Wace North America L.P. | 5 | 1 | 0.00% | 0.03% | 0.12% | Q1 2017 | Q3 2021 | 10 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 10 | 10 | 0.00% | 0.06% | 0.15% | Q4 2019 | Q1 2022 | 10 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 7 | 3 | 0.72% | 1.10% | 1.76% | Q1 2018 | Q1 2021 | 10 |
River Wealth Advisors LLC | 10 | 10 | 0.03% | 0.16% | 0.26% | Q3 2016 | Q4 2018 | 10 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 10 | 10 | 0.24% | 0.70% | 1.04% | Q2 2021 | Q3 2023 | 10 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 10 |
Disciplined Investments, LLC | 6 | 4 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 10 |
BOOTHBAY FUND MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.05% | 0.16% | Q4 2016 | Q3 2023 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q2 2020 | 10 |
OPSEU Pension Plan Trust Fund | 10 | 10 | 0.09% | 0.28% | 0.43% | Q2 2020 | Q3 2022 | 10 |
HOMESTEAD ADVISERS CORP | 10 | 10 | 0.18% | 0.57% | 0.78% | Q3 2016 | Q4 2018 | 10 |
Waverly Advisors, LLC | 7 | 3 | 0.01% | 0.05% | 0.10% | Q1 2017 | Q2 2023 | 10 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 10 | 10 | 0.07% | 0.18% | 0.32% | Q3 2016 | Q4 2018 | 10 |
Grove Bank & Trust | 6 | 4 | 0.02% | 0.04% | 0.08% | Q3 2016 | Q3 2023 | 10 |
Cambridge Financial Group, Inc. | 10 | 10 | 2.48% | 2.77% | 3.11% | Q3 2016 | Q4 2018 | 10 |
TWINBEECH CAPITAL LP | 4 | 1 | 0.03% | 0.58% | 1.08% | Q4 2019 | Q3 2023 | 10 |
J.W. COLE ADVISORS, INC. | 9 | 1 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 10 |
Vantage Financial Partners Ltd., Inc. | 10 | 10 | 0.20% | 0.36% | 0.62% | Q1 2017 | Q2 2019 | 10 |
LETKO, BROSSEAU & ASSOCIATES INC | 10 | 10 | 0.22% | 0.37% | 0.64% | Q3 2016 | Q4 2018 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.03% | 0.05% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Brookfield Asset Management | 4 | 3 | 0.00% | 0.03% | 0.07% | Q2 2020 | Q2 2023 | 10 |
Ten Capital Wealth Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
IndexIQ Advisors LLC | 10 | 10 | 0.00% | 0.06% | 0.14% | Q4 2019 | Q1 2022 | 10 |
Pacific Center for Financial Services | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2019 | 10 |
Founders Financial Alliance, LLC | 5 | 1 | 0.03% | 0.14% | 0.19% | Q3 2020 | Q3 2023 | 10 |
CAPITAL ADVISORS INC/OK | 8 | 2 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2019 | 10 |
OAKBROOK INVESTMENTS LLC | 9 | 1 | 0.07% | 1.26% | 1.82% | Q3 2016 | Q1 2019 | 10 |
Hoese & Co LLP | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Endurance Wealth Management, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
GCA INVESTMENT MANAGEMENT, LLC | 10 | 10 | 1.20% | 4.26% | 5.49% | Q3 2016 | Q4 2018 | 10 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.01% | 0.05% | Q3 2016 | Q1 2022 | 10 |
CITY HOLDING CO | 9 | 1 | 0.00% | 0.26% | 0.39% | Q3 2016 | Q1 2021 | 10 |
IEQ CAPITAL, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
ACR Alpine Capital Research, LLC | 10 | 10 | 0.07% | 0.22% | 0.38% | Q1 2018 | Q2 2020 | 10 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 4 | 2 | 0.01% | 0.11% | 0.52% | Q3 2020 | Q3 2023 | 10 |
Palouse Capital Management, Inc. | 10 | 10 | 1.82% | 2.36% | 2.85% | Q3 2016 | Q4 2018 | 10 |
CAPITAL INTERNATIONAL LTD /CA/ | 10 | 10 | 0.06% | 0.31% | 0.54% | Q4 2017 | Q1 2020 | 10 |
Quantitative Investment Management, LLC | 3 | 1 | 0.06% | 0.26% | 0.86% | Q4 2016 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.13% | 0.24% | 0.32% | Q2 2021 | Q3 2023 | 10 |
Vontobel Holding Ltd. | 10 | 10 | 0.30% | 0.40% | 0.52% | Q2 2021 | Q3 2023 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
CENTAURUS FINANCIAL, INC. | 9 | 1 | 0.00% | 0.02% | 0.02% | Q2 2018 | Q3 2023 | 10 |
Narwhal Capital Management | 10 | 10 | 0.21% | 0.47% | 0.77% | Q3 2017 | Q4 2019 | 10 |
Centerpoint Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q1 2020 | 10 |
PATTON ALBERTSON MILLER GROUP, LLC | 6 | 1 | 0.04% | 0.06% | 0.11% | Q2 2019 | Q4 2022 | 10 |
Horan Capital Advisors, LLC. | 6 | 1 | 0.02% | 1.01% | 1.90% | Q3 2016 | Q3 2020 | 10 |
HUTCHINSON CAPITAL MANAGEMENT/CA | 10 | 10 | 1.00% | 3.00% | 5.40% | Q3 2016 | Q4 2018 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
COMMUNITY TRUST & INVESTMENT CO | 5 | 4 | 0.76% | 1.18% | 1.81% | Q3 2016 | Q4 2018 | 9 |
Interval Partners, LP | 5 | 1 | 0.07% | 0.88% | 3.51% | Q3 2016 | Q4 2021 | 9 |
Handelsbanken Fonder AB | 7 | 1 | 0.05% | 0.09% | 0.13% | Q4 2020 | Q3 2023 | 9 |
Ellenbecker Investment Group | 6 | 3 | 0.06% | 0.08% | 0.12% | Q1 2021 | Q2 2023 | 9 |
Redwood Investment Management, LLC | 8 | 1 | 0.09% | 0.38% | 1.15% | Q2 2018 | Q4 2020 | 9 |
Miracle Mile Advisors, LLC | 9 | 9 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
YHB Investment Advisors, Inc. | 9 | 9 | 0.02% | 0.04% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Capital International Investors | 9 | 9 | 0.25% | 0.32% | 0.47% | Q3 2018 | Q3 2020 | 9 |
Arlington Partners LLC | 9 | 9 | 0.01% | 0.03% | 0.03% | Q1 2021 | Q1 2023 | 9 |
MOORE CAPITAL MANAGEMENT, LP | 5 | 1 | 0.06% | 0.27% | 0.60% | Q3 2018 | Q2 2023 | 9 |
TOTH FINANCIAL ADVISORY CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
State of Wyoming | 6 | 3 | 0.00% | 0.06% | 0.12% | Q2 2021 | Q3 2023 | 9 |
Renaissance Technologies | 3 | 1 | 0.02% | 0.07% | 0.28% | Q3 2016 | Q3 2023 | 9 |
Siemens Fonds Invest GmbH | 9 | 9 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Anchor Investment Management, LLC | 9 | 9 | 0.00% | 0.04% | 0.10% | Q1 2016 | Q1 2018 | 9 |
Varma Mutual Pension Insurance Co | 9 | 9 | 0.08% | 0.18% | 0.32% | Q4 2020 | Q4 2022 | 9 |
Cipher Capital LP | 3 | 1 | 0.08% | 0.31% | 0.86% | Q4 2016 | Q2 2023 | 9 |
Realta Investment Advisors | 4 | 1 | 0.04% | 0.09% | 0.26% | Q1 2019 | Q3 2023 | 9 |
Badgley Phelps Wealth Managers, LLC | 9 | 9 | 0.48% | 0.60% | 0.74% | Q3 2021 | Q3 2023 | 9 |
QCI ASSET MANAGEMENT INC/NY | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2018 | 9 |
Poehling Capital Management, INC. | 9 | 9 | 0.13% | 0.36% | 0.56% | Q4 2017 | Q4 2019 | 9 |
Capital International, Inc./CA/ | 7 | 2 | 0.01% | 0.05% | 0.17% | Q3 2018 | Q3 2023 | 9 |
Chicago Partners Investment Group LLC | 9 | 9 | 0.00% | 0.03% | 0.08% | Q3 2016 | Q3 2018 | 9 |
THOMPSON SIEGEL & WALMSLEY LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q4 2021 | 9 |
Crewe Advisors LLC | 5 | 4 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 9 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 9 | 9 | 0.00% | 0.53% | 0.73% | Q3 2016 | Q3 2018 | 9 |
Cove Street Capital, LLC | 9 | 9 | 0.40% | 0.62% | 1.13% | Q3 2016 | Q3 2018 | 9 |
GOULD ASSET MANAGEMENT LLC /CA/ | 6 | 1 | 0.08% | 0.14% | 0.20% | Q4 2016 | Q2 2019 | 9 |
Leelyn Smith, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
1ST SOURCE BANK | 9 | 9 | 0.02% | 0.06% | 0.17% | Q3 2016 | Q3 2018 | 9 |
FRG Family Wealth Advisors LLC | 9 | 9 | 0.08% | 0.25% | 0.36% | Q3 2016 | Q3 2018 | 9 |
NatWest Group plc | 5 | 2 | 0.09% | 0.12% | 0.15% | Q4 2019 | Q1 2023 | 9 |
Kovitz Investment Group Partners, LLC | 7 | 2 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 9 |
STUDIO INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.34% | 0.67% | 0.91% | Q3 2021 | Q3 2023 | 9 |
Capital Investment Advisors, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2023 | 9 |
Gyon Technologies Capital Management, LP | 7 | 2 | 0.12% | 0.40% | 0.64% | Q3 2020 | Q4 2022 | 9 |
Artisan Partners Limited Partnership | 7 | 2 | 0.01% | 0.21% | 0.46% | Q3 2017 | Q1 2022 | 9 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 9 | 9 | 0.19% | 1.06% | 2.13% | Q3 2016 | Q3 2018 | 9 |
Blueprint Investment Partners LLC | 6 | 3 | 0.09% | 0.19% | 0.28% | Q3 2020 | Q2 2023 | 9 |
WMS Partners, LLC | 9 | 9 | 0.68% | 0.91% | 1.33% | Q3 2016 | Q3 2018 | 9 |
STONNINGTON GROUP, LLC | 9 | 9 | 0.26% | 0.45% | 0.59% | Q1 2021 | Q1 2023 | 9 |
LSV ASSET MANAGEMENT | 4 | 1 | 0.00% | 0.01% | 0.10% | Q3 2016 | Q2 2021 | 9 |
BUCKINGHAM CAPITAL MANAGEMENT INC | 9 | 9 | 0.47% | 0.70% | 0.90% | Q3 2016 | Q3 2018 | 9 |
MinichMacGregor Wealth Management, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q3 2018 | 9 |
Financial Management Professionals, Inc. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 9 |
BALDWIN BROTHERS LLC/MA | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2018 | 9 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Omnia Family Wealth, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
AGF Investments America Inc. | 8 | 8 | 1.15% | 1.94% | 2.52% | Q3 2016 | Q2 2018 | 8 |
ICON ADVISERS INC/CO | 8 | 8 | 0.03% | 0.48% | 0.75% | Q4 2016 | Q3 2018 | 8 |
Bogart Wealth, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 8 |
Kiltearn Partners LLP | 8 | 8 | 2.22% | 3.87% | 4.64% | Q1 2018 | Q4 2019 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.03% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 8 |
LMR Partners LLP | 2 | 1 | 0.00% | 0.08% | 0.40% | Q2 2017 | Q4 2022 | 8 |
Canton Hathaway, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 8 |
KINGS POINT CAPITAL MANAGEMENT | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q2 2018 | 8 |
Koshinski Asset Management, Inc. | 5 | 3 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q2 2023 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 5 | 3 | 0.07% | 0.18% | 0.44% | Q2 2019 | Q3 2023 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q1 2021 | 8 |
Woodline Partners LP | 8 | 8 | 0.26% | 0.62% | 1.13% | Q4 2021 | Q3 2023 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.02% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Addison Advisors LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Insight Inv LLC | 8 | 8 | 0.92% | 1.14% | 1.33% | Q4 2021 | Q3 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Kiwi Wealth Investments Limited Partnership | 6 | 2 | 0.13% | 0.24% | 0.32% | Q2 2021 | Q2 2023 | 8 |
CATAWBA CAPITAL MANAGEMENT /VA | 8 | 8 | 0.44% | 0.55% | 0.68% | Q3 2016 | Q2 2018 | 8 |
CLEARBRIDGE, LLC | 8 | 8 | 0.84% | 1.33% | 1.64% | Q4 2016 | Q3 2018 | 8 |
Neo Ivy Capital Management | 3 | 1 | 0.04% | 0.32% | 0.86% | Q4 2018 | Q3 2023 | 8 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
HALL LAURIE J TRUSTEE | 8 | 8 | 0.02% | 0.25% | 0.49% | Q4 2016 | Q3 2018 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Wahed Invest LLC | 8 | 8 | 0.19% | 0.26% | 0.39% | Q4 2021 | Q3 2023 | 8 |
MOODY LYNN & LIEBERSON, LLC | 8 | 8 | 0.03% | 0.09% | 0.24% | Q2 2021 | Q1 2023 | 8 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 8 | 8 | 0.16% | 0.21% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Pictet North America Advisors SA | 8 | 8 | 0.24% | 0.35% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Global X Management CO LLC | 8 | 8 | 0.01% | 0.04% | 0.06% | Q3 2016 | Q2 2018 | 8 |
Wealth Alliance | 4 | 4 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 8 |
IHT Wealth Management, LLC | 6 | 2 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q1 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.02% | 0.07% | 0.15% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 8 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 8 |
Evolution Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 8 |
Eagle Bay Advisors LLC | 3 | 2 | 0.00% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 8 |
Sequoia Financial Advisors, LLC | 4 | 1 | 0.00% | 0.06% | 0.18% | Q3 2016 | Q3 2023 | 8 |
Eagle Ridge Investment Management | 5 | 3 | 0.03% | 0.05% | 0.07% | Q3 2017 | Q3 2023 | 8 |
Pinnacle Wealth Planning Services, Inc. | 6 | 1 | 0.02% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.06% | 0.19% | Q4 2021 | Q3 2023 | 8 |
RELIANCE TRUST CO OF DELAWARE | 3 | 1 | 0.20% | 0.24% | 0.28% | Q3 2016 | Q1 2019 | 8 |
Van Hulzen Asset Management, LLC | 8 | 8 | 0.06% | 0.12% | 0.17% | Q3 2016 | Q2 2018 | 8 |
DC Investments Management, LLC | 7 | 1 | 0.09% | 0.35% | 0.62% | Q4 2017 | Q4 2020 | 8 |
Livforsakringsbolaget Skandia, Omsesidigt | 8 | 8 | 0.07% | 0.10% | 0.13% | Q4 2016 | Q3 2018 | 8 |
City State Bank | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
180 WEALTH ADVISORS, LLC | 8 | 8 | 0.32% | 0.43% | 0.59% | Q3 2019 | Q2 2021 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.02% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Hennion & Walsh Asset Management, Inc. | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.77% | 0.99% | 1.19% | Q3 2021 | Q2 2023 | 8 |
Global Wealth Management Investment Advisory, Inc. | 7 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 5 | 1 | 0.01% | 0.08% | 0.11% | Q3 2016 | Q3 2023 | 8 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 8 |
GREAT VALLEY ADVISOR GROUP, INC. | 7 | 1 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q1 2022 | 8 |
Industrial Alliance Investment Management Inc. | 8 | 8 | 0.02% | 0.12% | 0.31% | Q4 2021 | Q3 2023 | 8 |
LEE DANNER & BASS INC | 5 | 1 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q2 2023 | 8 |
Itau Unibanco Holding S.A. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.08% | 0.11% | 0.16% | Q4 2021 | Q3 2023 | 8 |
TPG GP A, LLC | 8 | 8 | 1.17% | 1.88% | 2.47% | Q4 2021 | Q3 2023 | 8 |
Intellectus Partners, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q3 2018 | 8 |
Financial Gravity Asset Management, Inc. | 3 | 2 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 8 |
Spot Trading L.L.C | 3 | 3 | 0.00% | 0.03% | 0.06% | Q3 2016 | Q1 2017 | 8 |
IMA Wealth, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SAGE PRIVATE WEALTH GROUP, LLC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2022 | 8 |
FACTORY MUTUAL INSURANCE CO | 8 | 8 | 0.02% | 0.06% | 0.10% | Q3 2016 | Q2 2018 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
MYCIO WEALTH PARTNERS, LLC | 8 | 8 | 0.05% | 0.11% | 0.16% | Q3 2016 | Q2 2018 | 8 |
RMR Wealth Builders | 6 | 1 | 0.11% | 0.21% | 0.38% | Q4 2019 | Q1 2022 | 8 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 8 | 8 | 0.10% | 0.29% | 0.47% | Q4 2016 | Q3 2018 | 8 |
PagnatoKarp Partners LLC | 5 | 3 | 0.05% | 0.07% | 0.11% | Q1 2018 | Q1 2020 | 8 |
LEVIN CAPITAL STRATEGIES, L.P. | 8 | 8 | 0.00% | 0.09% | 0.37% | Q3 2016 | Q2 2018 | 8 |
Wealthspire Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.09% | 0.34% | 0.64% | Q4 2021 | Q3 2023 | 8 |
HENNESSY ADVISORS INC | 8 | 8 | 0.17% | 0.24% | 0.31% | Q1 2018 | Q4 2019 | 8 |
Krilogy Financial LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2018 | 8 |
VELA Investment Management, LLC | 8 | 8 | 0.36% | 0.49% | 0.61% | Q4 2021 | Q3 2023 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.00% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Heritage Trust Co | 8 | 8 | 0.07% | 0.23% | 0.41% | Q4 2021 | Q3 2023 | 8 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 8 | 8 | 0.07% | 0.12% | 0.16% | Q3 2016 | Q2 2018 | 8 |
SpiderRock Advisors, LLC | 3 | 3 | 0.00% | 0.06% | 0.20% | Q1 2017 | Q3 2017 | 8 |
Community Bank & Trust, Waco, Texas | 8 | 8 | 0.09% | 0.31% | 0.56% | Q4 2016 | Q3 2018 | 8 |
Royal Fund Management, LLC | 8 | 8 | 0.00% | 0.23% | 1.07% | Q2 2018 | Q1 2020 | 8 |
M Holdings Securities, Inc. | 5 | 1 | 0.02% | 0.04% | 0.07% | Q2 2017 | Q1 2023 | 8 |
DAVIS R M INC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Magnetar Financial LLC | 4 | 1 | 0.00% | 0.05% | 0.24% | Q3 2016 | Q1 2023 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Bartlett & Co. LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2022 | 8 |
CAAS CAPITAL MANAGEMENT LP | 4 | 2 | 0.01% | 0.04% | 0.12% | Q1 2021 | Q3 2023 | 8 |
JAG CAPITAL MANAGEMENT, LLC | 6 | 2 | 0.14% | 0.16% | 0.20% | Q3 2021 | Q3 2023 | 8 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.00% | 0.31% | 1.26% | Q4 2019 | Q3 2023 | 8 |
WOODSTOCK CORP | 8 | 8 | 0.04% | 0.06% | 0.07% | Q3 2016 | Q2 2018 | 8 |
Liberty Mutual Group Asset Management Inc. | 8 | 8 | 0.03% | 0.07% | 0.11% | Q4 2016 | Q3 2018 | 8 |
Squar Milner Financial Services LLC | 5 | 2 | 0.03% | 0.04% | 0.04% | Q2 2018 | Q1 2020 | 7 |
Sumitomo Mitsui Trust Holdings, Inc. | 7 | 7 | 0.07% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Catalyst Capital Advisors LLC | 7 | 7 | 0.01% | 0.01% | 0.04% | Q3 2016 | Q1 2018 | 7 |
1620 INVESTMENT ADVISORS, INC. | 7 | 7 | 0.38% | 0.47% | 0.52% | Q4 2021 | Q2 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Old North State Trust, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2023 | 7 |
WADDELL & REED FINANCIAL INC | 7 | 7 | 0.02% | 0.32% | 0.74% | Q3 2016 | Q1 2018 | 7 |
GROUP ONE TRADING, L.P. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2020 | 7 |
Windsor Capital Management, LLC | 7 | 7 | 0.22% | 0.27% | 0.34% | Q4 2019 | Q2 2021 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Smith, Salley & Associates | 7 | 7 | 1.06% | 1.15% | 1.26% | Q1 2017 | Q3 2018 | 7 |
Clarus Wealth Advisors | 7 | 7 | 0.08% | 0.15% | 0.21% | Q4 2017 | Q2 2019 | 7 |
BANK OF HAWAII | 4 | 3 | 0.03% | 0.07% | 0.19% | Q3 2016 | Q1 2020 | 7 |
PLIMOTH TRUST CO LLC | 7 | 7 | 0.09% | 0.17% | 0.22% | Q4 2017 | Q2 2019 | 7 |
Patten Group, Inc. | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q4 2018 | 7 |
Aurora Investment Counsel | 7 | 7 | 0.38% | 0.90% | 1.13% | Q1 2022 | Q3 2023 | 7 |
ProVise Management Group, LLC | 4 | 1 | 0.03% | 0.03% | 0.04% | Q3 2016 | Q4 2022 | 7 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 7 | 7 | 0.14% | 0.18% | 0.23% | Q3 2016 | Q1 2018 | 7 |
PICTET ASSET MANAGEMENT LTD | 7 | 7 | 0.27% | 0.56% | 1.02% | Q4 2019 | Q2 2021 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 7 |
LANSDOWNE PARTNERS (UK) LLP | 7 | 7 | 0.07% | 0.18% | 0.29% | Q3 2016 | Q1 2018 | 7 |
Well Done, LLC | 5 | 1 | 0.03% | 0.09% | 0.16% | Q3 2016 | Q4 2018 | 7 |
Reynders McVeigh Capital Management, LLC | 7 | 7 | 0.10% | 1.47% | 2.52% | Q3 2016 | Q1 2018 | 7 |
Sustainable Insight Capital Management, LLC | 5 | 2 | 1.09% | 1.36% | 1.57% | Q1 2021 | Q1 2023 | 7 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 1 | 0.02% | 0.05% | 0.24% | Q2 2021 | Q3 2023 | 7 |
Y-Intercept (Hong Kong) Ltd | 6 | 1 | 0.06% | 0.28% | 0.59% | Q3 2021 | Q3 2023 | 7 |
COMPASS CAPITAL MANAGEMENT, INC | 7 | 7 | 3.43% | 3.58% | 3.71% | Q3 2016 | Q1 2018 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
PRINCETON CAPITAL MANAGEMENT LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2019 | 7 |
American Investment Services, Inc. | 4 | 3 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q2 2023 | 7 |
Cottage Street Advisors LLC | 4 | 3 | 0.14% | 0.17% | 0.20% | Q2 2021 | Q3 2023 | 7 |
Summit Trail Advisors, LLC | 5 | 2 | 0.01% | 0.08% | 0.14% | Q4 2017 | Q3 2023 | 7 |
BBVA USA Bancshares, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2018 | 7 |
Intersect Capital LLC | 7 | 7 | 0.06% | 0.09% | 0.12% | Q4 2020 | Q2 2022 | 7 |
WoodTrust Financial Corp | 7 | 7 | 0.40% | 0.71% | 0.85% | Q1 2018 | Q3 2019 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
TIVERTON ASSET MANAGEMENT LLC | 4 | 3 | 0.01% | 0.07% | 0.13% | Q1 2017 | Q3 2019 | 7 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 7 |
GPS Wealth Strategies Group, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Retirement Group, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
MEITAV INVESTMENT HOUSE LTD | 7 | 7 | 0.01% | 0.12% | 0.16% | Q4 2021 | Q2 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.08% | 0.11% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Cambridge Advisors Inc. | 7 | 7 | 0.08% | 0.26% | 0.60% | Q3 2016 | Q1 2018 | 7 |
Abundance Wealth Counselors | 7 | 7 | 0.06% | 0.17% | 0.30% | Q2 2020 | Q4 2021 | 7 |
CHEMICAL BANK | 7 | 7 | 0.03% | 0.12% | 0.29% | Q3 2016 | Q1 2018 | 7 |
Clear Perspective Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2018 | 7 |
Power Corp of Canada | 7 | 7 | 0.15% | 0.29% | 0.43% | Q1 2022 | Q3 2023 | 7 |
AMERICAN NATIONAL BANK | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
STALEY CAPITAL ADVISERS INC | 7 | 7 | 2.06% | 2.33% | 2.50% | Q3 2017 | Q1 2019 | 7 |
NORRIS PERNE & FRENCH LLP/MI | 5 | 1 | 0.02% | 0.37% | 0.68% | Q3 2016 | Q1 2022 | 7 |
1832 Asset Management L.P. | 3 | 1 | 0.00% | 0.07% | 0.21% | Q3 2017 | Q2 2023 | 7 |
Waldron Private Wealth LLC | 5 | 1 | 0.04% | 0.06% | 0.09% | Q3 2016 | Q1 2023 | 7 |
DREMAN VALUE MANAGEMENT, L L C | 7 | 7 | 0.29% | 0.52% | 1.06% | Q3 2016 | Q1 2018 | 7 |
GENESEE VALLEY TRUST CO | 7 | 7 | 0.38% | 0.55% | 0.81% | Q3 2016 | Q1 2018 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2020 | 7 |
Zions Bancorporation | 5 | 2 | 0.02% | 0.12% | 0.24% | Q3 2016 | Q3 2018 | 7 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 4 | 3 | 0.04% | 0.07% | 0.14% | Q4 2016 | Q4 2021 | 7 |
WFA Asset Management Corp | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Coronation Fund Managers Ltd. | 7 | 7 | 0.47% | 0.80% | 1.22% | Q1 2017 | Q3 2018 | 7 |
Renasant Bank | 7 | 7 | 0.22% | 0.37% | 0.42% | Q4 2021 | Q2 2023 | 7 |
HITE Hedge Asset Management LLC | 6 | 1 | 0.13% | 0.31% | 0.68% | Q1 2020 | Q4 2021 | 7 |
FIRST NATIONAL TRUST CO | 7 | 7 | 0.03% | 0.08% | 0.14% | Q3 2016 | Q1 2018 | 7 |
WESTWOOD HOLDINGS GROUP INC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q1 2022 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2019 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2021 | 7 |
Laurion Capital Management LP | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2022 | 7 |
Visionary Wealth Advisors | 7 | 7 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q4 2022 | 7 |
Bain Capital Public Equity Management, LLC | 3 | 1 | 0.05% | 2.20% | 5.38% | Q4 2016 | Q1 2019 | 7 |
Robbins Farley | 6 | 1 | 0.00% | 2.06% | 2.82% | Q3 2021 | Q3 2023 | 7 |
HL FINANCIAL SERVICES LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q1 2018 | 7 |
CIDEL ASSET MANAGEMENT INC | 7 | 7 | 0.02% | 0.65% | 1.02% | Q4 2016 | Q2 2018 | 7 |
MATRIX ASSET ADVISORS INC/NY | 7 | 7 | 1.65% | 2.00% | 2.29% | Q3 2016 | Q1 2018 | 7 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.02% | 0.11% | 0.24% | Q3 2016 | Q4 2019 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2021 | 7 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 6 | 1 | 0.00% | 0.12% | 0.16% | Q3 2016 | Q3 2018 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q4 2020 | 7 |
MONTAG A & ASSOCIATES INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
PITTENGER & ANDERSON INC | 7 | 7 | 0.08% | 0.11% | 0.14% | Q3 2016 | Q1 2018 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.01% | 0.34% | 0.82% | Q4 2016 | Q2 2018 | 7 |
MARKSTON INTERNATIONAL LLC | 7 | 7 | 0.00% | 0.10% | 0.18% | Q3 2016 | Q1 2018 | 7 |
SIRIOS CAPITAL MANAGEMENT L P | 7 | 7 | 0.70% | 2.39% | 3.85% | Q2 2021 | Q4 2022 | 7 |
ARGENT TRUST Co | 7 | 7 | 0.13% | 0.15% | 0.17% | Q3 2016 | Q1 2018 | 7 |
Systematic Alpha Investments, LLC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 7 |
FineMark National Bank & Trust | 7 | 7 | 0.01% | 0.03% | 0.05% | Q3 2016 | Q1 2018 | 7 |
Albar Capital Ltd | 4 | 3 | 0.97% | 2.89% | 7.49% | Q3 2021 | Q2 2023 | 7 |
Hexavest Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 7 | 7 | 0.07% | 0.08% | 0.09% | Q2 2021 | Q4 2022 | 7 |
First Bank & Trust | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2022 | 6 |
Edmonds Duncan Registered Investment Advisors, LLC | 5 | 1 | 0.06% | 0.14% | 0.35% | Q3 2016 | Q4 2021 | 6 |
Apeiron RIA LLC | 4 | 2 | 0.07% | 0.10% | 0.13% | Q4 2021 | Q3 2023 | 6 |
Glassy Mountain Advisors, Inc. | 3 | 1 | 1.20% | 1.43% | 1.70% | Q4 2021 | Q3 2023 | 6 |
First Command Financial Services, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2023 | 6 |
Virtue Capital Management, LLC | 4 | 2 | 0.00% | 0.05% | 0.09% | Q4 2017 | Q3 2023 | 6 |
BANCED CORP | 6 | 6 | 0.79% | 0.88% | 0.96% | Q3 2016 | Q4 2017 | 6 |
MISSION WEALTH MANAGEMENT, LP | 4 | 2 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2020 | 6 |
LCNB CORP | 5 | 1 | 0.19% | 0.22% | 0.25% | Q4 2016 | Q2 2018 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
EXENCIAL WEALTH ADVISORS, LLC | 6 | 6 | 0.75% | 1.10% | 1.28% | Q3 2016 | Q4 2017 | 6 |
P SCHOENFELD ASSET MANAGEMENT LP | 3 | 2 | 0.50% | 1.74% | 3.57% | Q3 2016 | Q1 2018 | 6 |
First Eagle Investment Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2017 | 6 |
Rodgers Brothers Inc. | 4 | 2 | 0.07% | 0.11% | 0.15% | Q4 2017 | Q2 2019 | 6 |
Cranbrook Wealth Management, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2018 | 6 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 6 | 6 | 0.16% | 1.05% | 1.82% | Q4 2020 | Q1 2022 | 6 |
Venturi Wealth Management, LLC | 3 | 1 | 0.00% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 6 |
Rathbones Group PLC | 6 | 6 | 0.08% | 0.19% | 0.67% | Q2 2022 | Q3 2023 | 6 |
SVB WEALTH LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 6 |
Fisher Asset Management, LLC | 5 | 1 | 0.00% | 0.28% | 0.45% | Q4 2021 | Q3 2023 | 6 |
ATWOOD & PALMER INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 6 |
CYPRESS ASSET MANAGEMENT INC/TX | 6 | 6 | 0.12% | 0.15% | 0.20% | Q3 2016 | Q4 2017 | 6 |
BAR HARBOR WEALTH MANAGEMENT | 6 | 6 | 0.03% | 0.13% | 0.27% | Q3 2016 | Q4 2017 | 6 |
Dynamic Capital Management Ltd | 3 | 1 | 0.09% | 0.35% | 0.82% | Q3 2016 | Q3 2018 | 6 |
CIM INVESTMENT MANAGEMENT INC | 6 | 6 | 0.28% | 0.31% | 0.33% | Q4 2017 | Q1 2019 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q1 2019 | 6 |
Prime Capital Investment Advisors, LLC | 3 | 1 | 0.00% | 0.03% | 0.07% | Q4 2018 | Q3 2023 | 6 |
FORA Capital, LLC | 2 | 1 | 0.04% | 0.20% | 0.61% | Q4 2019 | Q3 2023 | 6 |
Advanced Asset Management Advisors Inc | 6 | 6 | 0.44% | 0.58% | 0.68% | Q4 2018 | Q1 2020 | 6 |
Meiji Yasuda Life Insurance Co | 3 | 1 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q3 2023 | 6 |
RPg Family Wealth Advisory, LLC | 4 | 2 | 0.03% | 0.05% | 0.06% | Q3 2020 | Q1 2022 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Virtus Fund Advisers, LLC | 6 | 6 | 0.00% | 0.34% | 1.30% | Q3 2016 | Q4 2017 | 6 |
Global Trust Asset Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
THIRD AVENUE MANAGEMENT LLC | 6 | 6 | 1.34% | 1.70% | 2.25% | Q3 2016 | Q4 2017 | 6 |
Laidlaw Wealth Management LLC | 6 | 6 | 0.04% | 0.07% | 0.09% | Q4 2020 | Q1 2022 | 6 |
Simmons Bank | 6 | 6 | 0.02% | 0.03% | 0.04% | Q3 2016 | Q4 2017 | 6 |
Locust Wood Capital Advisers | 4 | 2 | 0.06% | 1.89% | 3.78% | Q3 2016 | Q3 2023 | 6 |
Asset Planning Services, Ltd. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2017 | 6 |
MARATHON CAPITAL MANAGEMENT | 6 | 6 | 0.38% | 0.57% | 0.80% | Q3 2016 | Q4 2017 | 6 |
Gs Investments, Inc. | 6 | 6 | 0.10% | 0.11% | 0.13% | Q2 2022 | Q3 2023 | 6 |
ROCKEFELLER FINANCIAL SERVICES INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2017 | 6 |
CenturyLink Investment Management Co | 6 | 6 | 0.47% | 0.62% | 0.73% | Q4 2018 | Q1 2020 | 6 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q1 2021 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Amica Retiree Medical Trust | 6 | 6 | 0.15% | 0.22% | 0.28% | Q3 2016 | Q4 2017 | 6 |
Czech National Bank | 6 | 6 | 0.10% | 0.12% | 0.14% | Q3 2022 | Q4 2023 | 6 |
First Command Bank | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2023 | 6 |
TRAN CAPITAL MANAGEMENT, L.P. | 6 | 6 | 0.10% | 0.58% | 1.06% | Q3 2016 | Q4 2017 | 6 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Diversified Trust Co | 5 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2023 | 6 |
Sompo Asset Management Co., Ltd. | 6 | 6 | 0.17% | 0.63% | 0.91% | Q4 2017 | Q1 2019 | 6 |
Segment Wealth Management, LLC | 6 | 6 | 0.56% | 0.72% | 0.87% | Q3 2016 | Q4 2017 | 6 |
Kore Private Wealth LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2021 | 6 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.09% | 0.35% | 0.72% | Q4 2019 | Q3 2021 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Cumberland Partners Ltd | 5 | 1 | 0.06% | 0.41% | 0.51% | Q3 2016 | Q2 2018 | 6 |
CGN Advisors LLC | 6 | 6 | 0.10% | 0.13% | 0.14% | Q4 2020 | Q1 2022 | 6 |
Aquatic Capital Management LLC | 4 | 1 | 0.00% | 0.11% | 0.20% | Q4 2021 | Q3 2023 | 6 |
Summit Asset Management, LLC | 6 | 6 | 0.08% | 0.11% | 0.13% | Q2 2022 | Q3 2023 | 6 |
ATALANTA SOSNOFF CAPITAL, LLC | 3 | 3 | 0.01% | 0.48% | 1.04% | Q3 2021 | Q2 2023 | 6 |
ENCOMPASS WEALTH ADVISORS, LLC | 6 | 6 | 0.08% | 0.13% | 0.25% | Q4 2020 | Q1 2022 | 6 |
JANICZEK WEALTH MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
AMICA MUTUAL INSURANCE CO | 6 | 6 | 0.14% | 0.23% | 0.30% | Q3 2016 | Q4 2017 | 6 |
BRISTOL JOHN W & CO INC /NY/ | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 6 |
LGT Group Foundation | 5 | 1 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 6 |
Poplar Forest Capital LLC | 6 | 6 | 0.03% | 1.90% | 3.73% | Q1 2017 | Q2 2018 | 6 |
WOODMONT INVESTMENT COUNSEL LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q3 2016 | Q2 2023 | 6 |
Apriem Advisors | 5 | 1 | 0.02% | 0.09% | 0.14% | Q3 2016 | Q2 2018 | 6 |
WEALTHFRONT Corp | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2018 | 6 |
CABOT WEALTH MANAGEMENT INC | 6 | 6 | 0.32% | 0.39% | 0.48% | Q3 2021 | Q4 2022 | 6 |
STOCK YARDS BANK & TRUST CO | 6 | 6 | 0.01% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Price Wealth, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2020 | 6 |
COWEN INC. | 6 | 6 | 0.00% | 0.05% | 0.08% | Q3 2016 | Q4 2017 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.06% | 0.12% | 0.30% | Q2 2022 | Q3 2023 | 6 |
WINTON GROUP Ltd | 2 | 1 | 0.01% | 0.06% | 0.16% | Q2 2017 | Q3 2022 | 6 |
Keeley-Teton Advisors, LLC | 6 | 6 | 0.04% | 0.06% | 0.09% | Q1 2017 | Q2 2018 | 6 |
Integrated Investment Consultants, LLC | 5 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q1 2018 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 6 |
McClarren Financial Advisors, Inc. | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.07% | 0.54% | 0.69% | Q3 2016 | Q4 2017 | 6 |
Douglass Winthrop Advisors, LLC | 3 | 3 | 0.01% | 0.03% | 0.07% | Q1 2017 | Q4 2019 | 6 |
One Wealth Advisors, LLC | 5 | 1 | 0.01% | 0.07% | 0.09% | Q1 2021 | Q4 2022 | 6 |
Ergoteles LLC | 3 | 1 | 0.01% | 0.17% | 0.46% | Q4 2020 | Q2 2023 | 6 |
McCarthy Grittinger Financial Group, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 6 |
Otter Creek Advisors, LLC | 6 | 6 | 1.91% | 2.61% | 3.14% | Q3 2021 | Q4 2022 | 6 |
Ecofin Advisors Ltd | 6 | 6 | 0.65% | 4.74% | 8.05% | Q3 2016 | Q4 2017 | 6 |
Cornerstone Advisors, LLC | 5 | 1 | 0.07% | 0.20% | 0.26% | Q2 2021 | Q3 2023 | 6 |
Delta Accumulation, LLC | 3 | 3 | 0.78% | 1.69% | 3.73% | Q4 2021 | Q2 2022 | 6 |
COOKSON PEIRCE & CO INC | 4 | 1 | 0.03% | 0.11% | 0.40% | Q4 2019 | Q1 2023 | 6 |
MOGY JOEL R INVESTMENT COUNSEL INC | 6 | 6 | 0.08% | 0.14% | 0.24% | Q3 2016 | Q4 2017 | 6 |
Sky Investment Group LLC | 6 | 6 | 0.08% | 0.50% | 0.95% | Q4 2016 | Q1 2018 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
AMICA PENSION FUND BOARD OF TRUSTEES | 6 | 6 | 0.15% | 0.22% | 0.29% | Q3 2016 | Q4 2017 | 6 |
WESBANCO BANK INC | 6 | 6 | 0.01% | 0.02% | 0.06% | Q3 2016 | Q4 2017 | 6 |
Brookstone Capital Management | 4 | 2 | 0.01% | 0.04% | 0.13% | Q2 2019 | Q4 2021 | 6 |
10-15 ASSOCIATES, INC. | 6 | 6 | 1.78% | 2.13% | 2.49% | Q4 2016 | Q1 2018 | 6 |
Parisi Gray Wealth Management | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
LYELL WEALTH MANAGEMENT, LP | 5 | 1 | 0.04% | 0.05% | 0.10% | Q2 2017 | Q1 2023 | 6 |
CAXTON ASSOCIATES LP | 3 | 1 | 0.03% | 0.26% | 0.46% | Q3 2016 | Q2 2022 | 6 |
Princeton Portfolio Strategies Group LLC | 6 | 6 | 0.11% | 0.22% | 0.38% | Q1 2018 | Q2 2019 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 6 |
WESPAC Advisors SoCal, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q4 2017 | 6 |
Baron Financial Group, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2021 | 5 |
Delos Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MPS Loria Financial Planners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2021 | 5 |
Lido Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 5 |
FOUNDERS FINANCIAL SECURITIES LLC | 3 | 1 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q2 2023 | 5 |
L & S Advisors Inc | 3 | 1 | 0.21% | 0.58% | 0.93% | Q4 2016 | Q4 2021 | 5 |
BROADVIEW ADVISORS LLC | 5 | 5 | 0.10% | 0.14% | 0.22% | Q3 2016 | Q3 2017 | 5 |
HB Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Tredje AP-fonden | 5 | 5 | 0.04% | 0.06% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Phoenix Holdings Ltd. | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q1 2023 | 5 |
Commonwealth Equity Services, Inc | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2016 | Q3 2017 | 5 |
Lazard Freres Gestion S.A.S. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Crescent Grove Advisors, LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q2 2017 | Q2 2018 | 5 |
Cedar Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2017 | 5 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q2 2023 | 5 |
Boltwood Capital Management | 5 | 5 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q4 2023 | 5 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 5 | 5 | 0.09% | 0.14% | 0.19% | Q4 2016 | Q4 2017 | 5 |
ACCESS FINANCIAL SERVICES, INC. | 5 | 5 | 0.19% | 0.28% | 0.32% | Q4 2017 | Q4 2018 | 5 |
Kowal Investment Group, LLC | 2 | 1 | 0.06% | 0.08% | 0.09% | Q1 2021 | Q1 2023 | 5 |
USCA RIA LLC | 2 | 1 | 0.04% | 0.10% | 0.17% | Q3 2016 | Q2 2021 | 5 |
ONTARIO TEACHERS PENSION PLAN BOARD | 4 | 1 | 0.01% | 0.03% | 0.05% | Q3 2016 | Q1 2020 | 5 |
A.R.T. Advisors, LLC | 2 | 1 | 0.08% | 0.42% | 1.56% | Q3 2016 | Q4 2020 | 5 |
SRB CORP | 4 | 1 | 0.02% | 0.05% | 0.09% | Q4 2017 | Q3 2021 | 5 |
Mariner Wealth Advisors-Cincinnati, LLC | 4 | 1 | 0.01% | 0.04% | 0.06% | Q3 2016 | Q1 2018 | 5 |
Bank of New Hampshire | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Standard Family Office LLC | 3 | 2 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2022 | 5 |
Arabesque Asset Management Ltd | 5 | 5 | 0.26% | 0.81% | 1.03% | Q2 2021 | Q2 2022 | 5 |
WILLIAMS JONES & ASSOCIATES LLC | 5 | 5 | 0.01% | 0.11% | 0.17% | Q3 2016 | Q3 2017 | 5 |
American National Registered Investment Advisor, Inc. | 5 | 5 | 0.15% | 0.17% | 0.20% | Q3 2016 | Q3 2017 | 5 |
Stone Ridge Asset Management LLC | 4 | 1 | 0.01% | 0.04% | 0.07% | Q4 2018 | Q1 2020 | 5 |
BECKER CAPITAL MANAGEMENT INC | 4 | 1 | 0.01% | 1.04% | 1.50% | Q3 2016 | Q3 2023 | 5 |
HighPoint Advisor Group LLC | 4 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q2 2022 | 5 |
NICOLET ADVISORY SERVICES, LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 5 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.49% | 0.86% | Q3 2019 | Q2 2022 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
ALPS ADVISORS INC | 4 | 1 | 0.01% | 0.22% | 0.28% | Q4 2018 | Q3 2023 | 5 |
Salomon & Ludwin, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 5 |
Capula Management Ltd | 1 | 1 | 0.02% | 0.05% | 0.12% | Q2 2020 | Q3 2021 | 5 |
AGF Investments LLC | 2 | 1 | 0.00% | 0.06% | 0.15% | Q2 2018 | Q3 2021 | 5 |
Laurel Wealth Advisors, Inc. | 5 | 5 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 5 |
HMS Capital Management, LLC | 5 | 5 | 0.14% | 0.22% | 0.30% | Q1 2021 | Q1 2022 | 5 |
Verde Servicos Internacionais S.A. | 4 | 1 | 1.03% | 2.48% | 5.11% | Q4 2016 | Q3 2023 | 5 |
DELPHI MANAGEMENT INC /MA/ | 5 | 5 | 0.53% | 0.59% | 0.70% | Q3 2016 | Q3 2017 | 5 |
Cascade Investment Advisors, Inc. | 5 | 5 | 1.06% | 1.22% | 1.32% | Q1 2017 | Q1 2018 | 5 |
CRAMER ROSENTHAL MCGLYNN LLC | 5 | 5 | 1.27% | 1.81% | 2.41% | Q3 2016 | Q3 2017 | 5 |
US Asset Management LLC | 2 | 1 | 0.11% | 0.13% | 0.15% | Q3 2021 | Q1 2023 | 5 |
MERIDIAN MANAGEMENT CO | 5 | 5 | 0.80% | 0.95% | 1.18% | Q3 2016 | Q3 2017 | 5 |
CSS LLC/IL | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q3 2019 | 5 |
NewEdge Wealth, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 5 |
NIPPON LIFE INSURANCE CO | 5 | 5 | 0.03% | 0.06% | 0.07% | Q3 2016 | Q3 2017 | 5 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 3 | 2 | 0.03% | 0.10% | 0.22% | Q3 2017 | Q1 2020 | 5 |
Farmers National Bank | 3 | 2 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q2 2019 | 5 |
FIRST FOUNDATION ADVISORS | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 5 |
Roundview Capital LLC | 5 | 5 | 0.17% | 0.34% | 0.46% | Q3 2016 | Q3 2017 | 5 |
Golden State Equity Partners | 5 | 5 | 0.33% | 0.41% | 0.49% | Q4 2020 | Q4 2021 | 5 |
Aubrey Capital Management Ltd | 5 | 5 | 1.92% | 2.26% | 2.82% | Q1 2022 | Q1 2023 | 5 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 5 | 5 | 0.28% | 0.51% | 0.75% | Q4 2020 | Q4 2021 | 5 |
Shorepoint Capital Partners LLC | 5 | 5 | 0.94% | 1.07% | 1.19% | Q1 2019 | Q1 2020 | 5 |
PERSONAL CFO SOLUTIONS, LLC | 4 | 1 | 0.05% | 0.09% | 0.23% | Q3 2019 | Q4 2021 | 5 |
STEPH & CO | 3 | 2 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q1 2022 | 5 |
SAWGRASS ASSET MANAGEMENT LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2017 | 5 |
Winfield Associates, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 5 |
Parsec Financial Management, Inc. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q1 2023 | 5 |
SII INVESTMENTS INC/WI | 5 | 5 | 0.06% | 0.08% | 0.10% | Q3 2016 | Q3 2017 | 5 |
Clean Yield Group | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q1 2020 | 5 |
Buckley Wealth Management, LLC | 5 | 5 | 0.31% | 0.32% | 0.33% | Q4 2017 | Q4 2018 | 5 |
AJO, LP | 5 | 5 | 0.00% | 0.25% | 0.81% | Q3 2019 | Q3 2020 | 5 |
Wedmont Private Capital | 5 | 5 | 0.03% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.06% | 0.11% | 0.29% | Q4 2021 | Q3 2023 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.02% | 0.04% | 0.07% | Q2 2017 | Q3 2017 | 5 |
BOURGEON CAPITAL MANAGEMENT LLC | 5 | 5 | 1.50% | 1.94% | 2.13% | Q3 2016 | Q3 2017 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q4 2022 | 5 |
Sowa Financial Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2020 | 5 |
CORNERSTONE ADVISORS INC | 4 | 1 | 0.00% | 0.03% | 0.05% | Q4 2016 | Q4 2021 | 5 |
Machina Capital S.A.S. | 2 | 1 | 0.29% | 0.70% | 1.27% | Q1 2019 | Q3 2023 | 5 |
VNBTrust, National Association | 5 | 5 | 0.10% | 0.12% | 0.14% | Q1 2017 | Q1 2018 | 5 |
Capitolis Advisors LLC | 5 | 5 | 0.04% | 0.08% | 0.12% | Q4 2020 | Q4 2021 | 5 |
Exchange Capital Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2017 | 5 |
Cartenna Capital, LP | 2 | 1 | 2.16% | 4.04% | 5.08% | Q4 2020 | Q4 2022 | 5 |
Bridgefront Capital, LLC | 1 | 1 | 0.11% | 0.42% | 0.99% | Q1 2021 | Q3 2023 | 5 |
Red Tortoise LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
Triangle Securities Wealth Management | 5 | 5 | 0.13% | 0.59% | 0.76% | Q4 2017 | Q4 2018 | 5 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 3 | 2 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q2 2023 | 5 |
AMERICAN NATIONAL INSURANCE CO | 5 | 5 | 0.24% | 0.28% | 0.32% | Q3 2016 | Q3 2017 | 5 |
Laffer Tengler Investments, Inc. | 5 | 5 | 0.57% | 0.59% | 0.66% | Q1 2018 | Q1 2019 | 5 |
C M BIDWELL & ASSOCIATES LTD | 5 | 5 | 0.04% | 0.06% | 0.09% | Q3 2020 | Q3 2021 | 5 |
Nationwide Fund Advisors | 5 | 5 | 0.08% | 0.10% | 0.12% | Q3 2016 | Q3 2017 | 5 |
Rosenberg Matthew Hamilton | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
GENERAL AMERICAN INVESTORS CO INC | 5 | 5 | 0.66% | 1.05% | 1.20% | Q1 2017 | Q1 2018 | 5 |
Costello Asset Management, INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
Portfolio Solutions, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2018 | 5 |
STRALEM & CO INC | 5 | 5 | 2.66% | 2.80% | 2.88% | Q3 2016 | Q3 2017 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
GIRARD SECURITIES, INC. | 5 | 5 | 0.20% | 0.35% | 0.60% | Q3 2016 | Q3 2017 | 5 |
Syverson Strege & Co | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 5 |
Lourd Capital, LLC | 5 | 5 | 0.03% | 0.05% | 0.07% | Q4 2017 | Q4 2018 | 5 |
Raleigh Capital Management Inc. | 4 | 1 | 0.00% | 0.11% | 0.16% | Q4 2021 | Q3 2023 | 5 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 5 | 5 | 0.10% | 0.11% | 0.13% | Q3 2016 | Q3 2017 | 5 |
Assured Investment Management LLC | 3 | 2 | 0.01% | 1.28% | 3.24% | Q3 2016 | Q1 2019 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q4 2018 | 5 |
ROTHSCHILD INVESTMENT LLC /IL | 3 | 2 | 0.03% | 0.05% | 0.08% | Q1 2018 | Q1 2020 | 5 |
Bray Capital Advisors | 5 | 5 | 0.05% | 0.05% | 0.06% | Q1 2018 | Q1 2019 | 5 |
Arkadios Wealth Advisors | 5 | 5 | 0.00% | 0.04% | 0.10% | Q4 2020 | Q4 2021 | 5 |
Kingsview Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 5 |
OMERS ADMINISTRATION Corp | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2017 | 5 |
REINHART PARTNERS, LLC. | 5 | 5 | 0.03% | 0.04% | 0.04% | Q2 2017 | Q2 2018 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.07% | 0.09% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Quantinno Capital Management LP | 4 | 1 | 0.02% | 0.08% | 0.30% | Q4 2018 | Q3 2023 | 5 |
Baker Chad R | 5 | 5 | 1.86% | 2.05% | 2.30% | Q3 2016 | Q3 2017 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.07% | 0.08% | 0.08% | Q3 2022 | Q3 2023 | 5 |
CLEAR INVESTMENT RESEARCH, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
RAY GERALD L & ASSOCIATES LTD | 5 | 5 | 0.27% | 0.29% | 0.30% | Q3 2016 | Q3 2017 | 5 |
Capital Advisory Group Advisory Services, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
GUARDIAN CAPITAL LP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2017 | 5 |
THOMPSON DAVIS & CO., INC. | 5 | 5 | 0.03% | 0.05% | 0.06% | Q3 2016 | Q3 2017 | 5 |
Alpha Paradigm Partners, LLC | 4 | 1 | 0.01% | 0.04% | 0.09% | Q4 2020 | Q2 2022 | 5 |
Alexandria Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2017 | 5 |
SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 4 | 1 | 0.02% | 0.06% | 0.12% | Q3 2016 | Q4 2017 | 5 |
COURIER CAPITAL LLC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2022 | 5 |
Interchange Capital Partners, LLC | 3 | 2 | 0.22% | 0.39% | 0.52% | Q4 2020 | Q2 2022 | 5 |
EVERETT HARRIS & CO /CA/ | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q3 2017 | 5 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 5 | 5 | 0.05% | 0.10% | 0.20% | Q3 2022 | Q3 2023 | 5 |
ALERUS FINANCIAL NA | 5 | 5 | 0.05% | 0.37% | 0.63% | Q2 2017 | Q2 2018 | 5 |
Capital Bank & Trust Co | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 5 |
Echo Street Capital Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q4 2017 | 5 |
Resonant Capital Advisors, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q2 2023 | 5 |
TUCKER ASSET MANAGEMENT LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
EXANE DERIVATIVES | 5 | 5 | 0.09% | 0.12% | 0.15% | Q2 2021 | Q2 2022 | 5 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2021 | 5 |
O'Dell Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 5 |
VISTA INVESTMENT MANAGEMENT | 5 | 5 | 0.37% | 0.58% | 0.64% | Q4 2017 | Q4 2018 | 5 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2 | 1 | 0.00% | 0.03% | 0.08% | Q3 2017 | Q1 2022 | 5 |
FIRST NATIONAL BANK OF OMAHA | 5 | 5 | 0.02% | 0.21% | 0.29% | Q1 2017 | Q1 2018 | 5 |
IFC Holdings Incorporated/FL | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2016 | Q3 2017 | 5 |
VAN ECK ASSOCIATES CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 4 |
XTX Topco Ltd | 1 | 1 | 0.09% | 0.20% | 0.35% | Q1 2021 | Q2 2023 | 4 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 4 | 4 | 0.01% | 0.03% | 0.07% | Q1 2022 | Q4 2022 | 4 |
Pointe Capital Management LLC | 4 | 4 | 0.20% | 0.21% | 0.22% | Q1 2017 | Q4 2017 | 4 |
Tilt Investment Management Holdings, PBC | 4 | 4 | 1.06% | 1.26% | 1.49% | Q4 2022 | Q3 2023 | 4 |
General Partner, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q4 2023 | 4 |
Horan Securities, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Onex Canada Asset Management Inc. | 2 | 2 | 0.36% | 0.74% | 1.10% | Q3 2016 | Q3 2017 | 4 |
Rempart Asset Management Inc. | 4 | 4 | 2.70% | 2.99% | 3.17% | Q1 2023 | Q4 2023 | 4 |
BURKE & HERBERT BANK & TRUST CO | 4 | 4 | 0.24% | 0.26% | 0.27% | Q3 2016 | Q2 2017 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.06% | 0.09% | 0.16% | Q4 2022 | Q3 2023 | 4 |
GLG LLC | 4 | 4 | 0.37% | 0.62% | 0.80% | Q3 2016 | Q2 2017 | 4 |
Cutler Capital Management, LLC | 4 | 4 | 0.30% | 0.32% | 0.34% | Q3 2018 | Q2 2019 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 0.63% | 0.96% | 1.11% | Q4 2022 | Q3 2023 | 4 |
Maven Securities LTD | 1 | 1 | 0.01% | 0.05% | 0.15% | Q1 2020 | Q2 2023 | 4 |
Southpoint Capital Advisors LP | 4 | 4 | 2.40% | 6.13% | 9.56% | Q3 2016 | Q2 2017 | 4 |
BOWEN HANES & CO INC | 4 | 4 | 1.10% | 1.15% | 1.22% | Q1 2021 | Q4 2021 | 4 |
Sepio Capital, LP | 2 | 2 | 0.10% | 0.24% | 0.39% | Q4 2020 | Q4 2021 | 4 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
Goldstein Advisors, LLC | 4 | 4 | 0.13% | 0.17% | 0.20% | Q4 2022 | Q3 2023 | 4 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 4 | 4 | 0.08% | 0.09% | 0.11% | Q1 2021 | Q4 2021 | 4 |
Arjuna Capital | 3 | 1 | 0.20% | 0.48% | 0.65% | Q4 2019 | Q3 2023 | 4 |
Employers Holdings, Inc. | 4 | 4 | 0.11% | 0.19% | 0.36% | Q3 2019 | Q2 2020 | 4 |
Strategic Financial Services, Inc, | 4 | 4 | 0.39% | 0.42% | 0.48% | Q3 2016 | Q2 2017 | 4 |
WELCH & FORBES LLC | 2 | 1 | 0.02% | 0.24% | 0.64% | Q3 2016 | Q2 2018 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Procyon Advisors, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q4 2021 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 4 |
ADIRONDACK RETIREMENT SPECIALISTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Caption Management, LLC | 1 | 1 | 0.03% | 0.19% | 0.59% | Q4 2017 | Q2 2022 | 4 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.03% | 0.08% | 0.24% | Q4 2017 | Q2 2022 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
SOMERVILLE KURT F | 4 | 4 | 0.06% | 0.21% | 0.59% | Q3 2016 | Q2 2017 | 4 |
IVC Wealth Advisors LLC | 4 | 4 | 0.14% | 0.17% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Schechter Investment Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q1 2023 | 4 |
Jaffetilchin Investment Partners, LLC | 4 | 4 | 0.13% | 0.16% | 0.17% | Q1 2019 | Q4 2019 | 4 |
Altium Wealth Management LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q2 2022 | 4 |
Bruderman Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2018 | 4 |
MONECO Advisors, LLC | 4 | 4 | 0.07% | 0.08% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Red Door Wealth Management, LLC | 2 | 1 | 0.00% | 0.02% | 0.08% | Q1 2020 | Q2 2023 | 4 |
IMPAX ASSET MANAGEMENT LLC | 4 | 4 | 0.18% | 0.41% | 0.77% | Q1 2017 | Q4 2017 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Hartford Funds Management Co LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
CHICAGO EQUITY PARTNERS LLC | 4 | 4 | 0.02% | 0.34% | 0.52% | Q2 2019 | Q1 2020 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 4 |
Crumly & Associates Inc. | 4 | 4 | 0.16% | 0.20% | 0.26% | Q4 2020 | Q3 2021 | 4 |
ADE, LLC | 4 | 4 | 0.02% | 0.06% | 0.11% | Q4 2020 | Q3 2021 | 4 |
SIGMA INVESTMENT COUNSELORS INC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Brick & Kyle, Associates | 4 | 4 | 0.52% | 0.55% | 0.61% | Q3 2016 | Q2 2017 | 4 |
GABLES CAPITAL MANAGEMENT INC. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2023 | 4 |
Polar Capital Holdings Plc | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
CONNABLE OFFICE INC | 4 | 4 | 0.26% | 0.29% | 0.32% | Q2 2022 | Q1 2023 | 4 |
PRENTISS SMITH & CO INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2018 | 4 |
Sandbar Asset Management LLP | 4 | 4 | 0.80% | 2.48% | 3.70% | Q3 2022 | Q2 2023 | 4 |
Royal Harbor Partners, LLC | 4 | 4 | 0.78% | 0.92% | 1.08% | Q2 2021 | Q1 2022 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Joel Isaacson & Co., LLC | 2 | 2 | 0.01% | 0.06% | 0.12% | Q3 2016 | Q1 2019 | 4 |
Thematics Asset Management | 4 | 4 | 1.52% | 1.97% | 2.73% | Q4 2022 | Q3 2023 | 4 |
Hemenway Trust Co LLC | 4 | 4 | 0.09% | 0.44% | 1.19% | Q3 2016 | Q2 2017 | 4 |
Mount Lucas Management LP | 4 | 4 | 0.57% | 0.67% | 0.75% | Q2 2021 | Q1 2022 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.09% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Wagner Wealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q4 2021 | 4 |
Gilbert & Cook, Inc. | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Fund Evaluation Group, LLC | 4 | 4 | 0.15% | 0.18% | 0.22% | Q4 2017 | Q3 2018 | 4 |
AlphaStar Capital Management, LLC | 4 | 4 | 0.38% | 0.53% | 0.66% | Q2 2021 | Q1 2022 | 4 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 2 | 1 | 0.02% | 0.10% | 0.17% | Q3 2016 | Q3 2018 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2022 | 4 |
HIGHLINE CAPITAL MANAGEMENT, L.P. | 4 | 4 | 2.58% | 3.20% | 3.78% | Q3 2016 | Q2 2017 | 4 |
HANSEATIC MANAGEMENT SERVICES INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q2 2017 | 4 |
Live Your Vision, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4 | 4 | 0.05% | 0.07% | 0.08% | Q2 2021 | Q1 2022 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 4 |
Autus Asset Management, LLC | 4 | 4 | 0.11% | 0.47% | 0.82% | Q4 2016 | Q3 2017 | 4 |
Inspire Advisors, LLC | 4 | 4 | 0.10% | 0.17% | 0.23% | Q4 2020 | Q3 2021 | 4 |
Pearl River Capital, LLC | 2 | 1 | 0.12% | 0.20% | 0.32% | Q4 2019 | Q3 2023 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2019 | 4 |
Field & Main Bank | 4 | 4 | 0.03% | 0.09% | 0.16% | Q4 2017 | Q3 2018 | 4 |
tru Independence LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 4 |
NINE MASTS CAPITAL Ltd | 2 | 2 | 0.01% | 0.11% | 0.28% | Q2 2017 | Q3 2017 | 4 |
West Family Investments, Inc. | 3 | 1 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q2 2023 | 4 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q3 2018 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Mascoma Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Great Diamond Partners, LLC | 3 | 1 | 0.01% | 0.10% | 0.14% | Q4 2019 | Q2 2022 | 4 |
Camelot Portfolios, LLC | 4 | 4 | 0.54% | 0.70% | 0.94% | Q4 2017 | Q3 2018 | 4 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 4 | 4 | 0.18% | 0.19% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Eudaimonia Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2021 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2018 | 4 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.08% | 0.18% | Q1 2021 | Q3 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 4 |
AT Bancorp | 4 | 4 | 0.10% | 0.28% | 0.41% | Q3 2016 | Q2 2017 | 4 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2017 | Q3 2023 | 4 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 4 | 4 | 0.03% | 0.05% | 0.06% | Q4 2019 | Q3 2020 | 4 |
ORRSTOWN FINANCIAL SERVICES INC | 3 | 1 | 0.03% | 0.05% | 0.06% | Q3 2016 | Q1 2019 | 4 |
Arete Wealth Advisors, LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
BFSG, LLC | 2 | 2 | 0.12% | 0.14% | 0.17% | Q2 2019 | Q4 2021 | 4 |
Fulcrum Capital LLC | 4 | 4 | 0.85% | 1.03% | 1.15% | Q4 2017 | Q3 2018 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
MILLER HOWARD INVESTMENTS INC /NY | 4 | 4 | 1.33% | 1.43% | 1.58% | Q3 2016 | Q2 2017 | 4 |
RNC CAPITAL MANAGEMENT LLC | 4 | 4 | 0.12% | 0.18% | 0.22% | Q2 2017 | Q1 2018 | 4 |
TOWNSQUARE CAPITAL LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Accel Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
GARDNER LEWIS ASSET MANAGEMENT L P | 4 | 4 | 0.03% | 0.10% | 0.13% | Q3 2016 | Q2 2017 | 4 |
WFG Advisors, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 4 |
SUMITOMO LIFE INSURANCE CO | 4 | 4 | 0.20% | 0.25% | 0.32% | Q3 2016 | Q2 2017 | 4 |
Coston, McIsaac & Partners | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.04% | 0.14% | 0.21% | Q2 2021 | Q1 2022 | 4 |
OneAscent Wealth Management LLC | 2 | 1 | 0.11% | 0.40% | 0.56% | Q4 2020 | Q1 2022 | 4 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 4 | 4 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q2 2017 | 4 |
JACKSON SQUARE CAPITAL, LLC | 3 | 1 | 0.01% | 0.08% | 0.30% | Q4 2019 | Q4 2022 | 4 |
Heartland Bank & Trust Co | 4 | 4 | 0.35% | 0.37% | 0.41% | Q4 2021 | Q3 2022 | 4 |
SIT INVESTMENT ASSOCIATES INC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q3 2016 | Q2 2017 | 4 |
DDD Partners, LLC | 4 | 4 | 3.18% | 3.47% | 3.64% | Q4 2017 | Q3 2018 | 4 |
NAVELLIER & ASSOCIATES INC | 4 | 4 | 1.68% | 1.75% | 1.92% | Q2 2021 | Q1 2022 | 4 |
CoreFirst Bank & Trust | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Johnson Midwest Financial, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
CAPSTONE ASSET MANAGEMENT CO | 4 | 4 | 0.09% | 0.10% | 0.11% | Q3 2016 | Q2 2017 | 4 |
WELD CAPITAL MANAGEMENT LLC | 3 | 1 | 0.21% | 0.38% | 0.77% | Q2 2020 | Q2 2021 | 4 |
Jump Financial, LLC | 1 | 1 | 0.02% | 0.11% | 0.27% | Q3 2021 | Q3 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Benchmark Capital Advisors | 4 | 4 | 0.39% | 0.45% | 0.50% | Q2 2017 | Q1 2018 | 4 |
Measured Wealth Private Client Group, LLC | 2 | 2 | 0.17% | 0.20% | 0.22% | Q2 2018 | Q2 2019 | 4 |
EVERMAY WEALTH MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 4 |
Geneva Advisors, LLC | 4 | 4 | 0.52% | 0.61% | 0.70% | Q3 2016 | Q2 2017 | 4 |
Herold Advisors, Inc. | 2 | 1 | 0.08% | 0.10% | 0.12% | Q3 2021 | Q1 2023 | 4 |
MQS Management LLC | 3 | 1 | 0.21% | 0.25% | 0.33% | Q2 2022 | Q3 2023 | 4 |
PRIMECAP MANAGEMENT CO/CA/ | 4 | 4 | 0.01% | 0.04% | 0.06% | Q3 2016 | Q2 2017 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2021 | 4 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Kearns & Associates LLC | 4 | 4 | 0.23% | 0.27% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Weil Company, Inc. | 4 | 4 | 0.24% | 0.25% | 0.27% | Q1 2021 | Q4 2021 | 4 |
Campbell & CO Investment Adviser LLC | 3 | 1 | 0.07% | 0.18% | 0.44% | Q2 2022 | Q3 2023 | 4 |
Analyst IMS Investment Management Services Ltd. | 4 | 4 | 0.12% | 0.17% | 0.20% | Q1 2017 | Q4 2017 | 4 |
Westover Capital Advisors, LLC | 4 | 4 | 0.16% | 0.44% | 1.12% | Q3 2016 | Q2 2017 | 4 |
Parametrica Management Ltd | 1 | 1 | 0.15% | 0.48% | 0.94% | Q4 2016 | Q3 2020 | 4 |
Fulcrum Equity Management | 4 | 4 | 0.34% | 0.49% | 0.65% | Q2 2021 | Q1 2022 | 4 |
Qtron Investments LLC | 2 | 1 | 0.04% | 0.23% | 0.30% | Q3 2019 | Q4 2022 | 4 |
Nikko Asset Management Americas, Inc. | 2 | 2 | 0.00% | 0.02% | 0.03% | Q3 2016 | Q4 2017 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Peterson Financial Group, Inc. | 4 | 4 | 1.19% | 1.34% | 1.52% | Q4 2021 | Q3 2022 | 4 |
SENTINEL ASSET MANAGEMENT, INC. | 4 | 4 | 0.53% | 0.66% | 0.79% | Q3 2016 | Q2 2017 | 4 |
Archford Capital Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 4 |
PEDDOCK CAPITAL ADVISORS, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2020 | 4 |
Truvestments Capital LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2019 | 4 |
Park Place Capital Corp | 4 | 4 | 0.04% | 0.11% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Halpern Financial, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
OCCUDO QUANTITATIVE STRATEGIES LP | 1 | 1 | 0.02% | 0.23% | 0.42% | Q3 2021 | Q3 2023 | 4 |
Private Ocean, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 4 |
Sunbelt Securities, Inc. | 3 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 4 |
BLUESTEIN R H & CO LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q2 2017 | 4 |
Notis-McConarty Edward | 4 | 4 | 0.43% | 0.55% | 0.77% | Q3 2016 | Q2 2017 | 4 |
CLOUGH CAPITAL PARTNERS L P | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Richard Bernstein Advisors LLC | 4 | 4 | 0.08% | 0.10% | 0.12% | Q1 2018 | Q4 2018 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Morningstar Investment Services LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2017 | 4 |
Cinctive Capital Management LP | 2 | 2 | 0.07% | 0.22% | 0.40% | Q1 2021 | Q2 2022 | 4 |
ASHMORE WEALTH MANAGEMENT LLC | 4 | 4 | 1.08% | 1.32% | 1.47% | Q1 2017 | Q4 2017 | 4 |
GSB Wealth Management, LLC | 4 | 4 | 0.07% | 0.15% | 0.19% | Q2 2021 | Q1 2022 | 4 |
Lighthouse Investment Partners, LLC | 4 | 4 | 0.04% | 0.09% | 0.17% | Q4 2022 | Q3 2023 | 4 |
GRIMES & COMPANY, INC. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 4 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2021 | 4 |
Paradigm Financial Advisors, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q4 2021 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.06% | 0.12% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Kidder Stephen W | 4 | 4 | 0.09% | 0.17% | 0.36% | Q3 2016 | Q2 2017 | 4 |
Castle Rock Wealth Management, LLC | 4 | 4 | 0.08% | 0.33% | 0.48% | Q3 2020 | Q2 2021 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Tuscan Ridge Asset Management LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2019 | 3 |
Dynamic Advisor Solutions LLC | 2 | 1 | 0.02% | 0.07% | 0.17% | Q3 2017 | Q3 2023 | 3 |
Axiom Investment Management LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2018 | Q2 2019 | 3 |
1 NORTH WEALTH SERVICES LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 3 |
LBA Wealth Management, LLC | 3 | 3 | 0.00% | 0.10% | 0.17% | Q3 2016 | Q1 2017 | 3 |
Corbenic Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q1 2017 | 3 |
V-Square Quantitative Management LLC | 3 | 3 | 0.19% | 0.21% | 0.24% | Q1 2023 | Q3 2023 | 3 |
IAG Wealth Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 3 |
17 CAPITAL PARTNERS, LLC | 3 | 3 | 1.56% | 1.60% | 1.66% | Q2 2021 | Q4 2021 | 3 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 3 |
VitalStone Financial, LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q2 2023 | 3 |
AGRAN LIBBIE | 3 | 3 | 0.07% | 0.09% | 0.11% | Q3 2016 | Q1 2017 | 3 |
CLINTON GROUP INC | 2 | 1 | 0.20% | 0.55% | 1.05% | Q3 2016 | Q2 2018 | 3 |
NorthRock Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
ADVENT CAPITAL MANAGEMENT /DE/ | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Matisse Capital | 3 | 3 | 0.36% | 0.38% | 0.41% | Q1 2023 | Q3 2023 | 3 |
Virtus ETF Advisers LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
PFG Investments, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
MONETTA FINANCIAL SERVICES INC | 2 | 1 | 0.30% | 0.41% | 0.47% | Q3 2016 | Q4 2019 | 3 |
COMERICA SECURITIES INC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q1 2018 | Q4 2018 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.06% | 0.14% | Q2 2019 | Q3 2023 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.03% | 0.04% | 0.04% | Q3 2017 | Q2 2018 | 3 |
Sterling Manor Financial, LLC | 3 | 3 | 0.19% | 0.20% | 0.21% | Q1 2021 | Q3 2021 | 3 |
COUNTRY TRUST BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Zebra Capital Management LLC | 3 | 3 | 0.23% | 0.27% | 0.33% | Q3 2018 | Q1 2019 | 3 |
Natixis Investment Managers International | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Operose Advisors LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Elmwood Wealth Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2021 | 3 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 3 | 3 | 0.21% | 0.23% | 0.26% | Q1 2017 | Q3 2017 | 3 |
Sentry Investments Corp. | 2 | 1 | 0.00% | 0.06% | 0.08% | Q3 2016 | Q3 2017 | 3 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 1 | 0.03% | 0.07% | 0.12% | Q2 2022 | Q1 2023 | 3 |
Capital Wealth Planning, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2021 | 3 |
BEACON TRUST CO | 3 | 3 | 0.10% | 0.30% | 0.43% | Q3 2016 | Q1 2017 | 3 |
HYMAN CHARLES D | 3 | 3 | 0.20% | 0.30% | 0.49% | Q3 2016 | Q1 2017 | 3 |
WEST MICHIGAN ADVISORS, LLC | 3 | 3 | 0.13% | 0.33% | 0.45% | Q1 2023 | Q3 2023 | 3 |
Avion Wealth | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
JANUS HENDERSON INVESTORS US LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q1 2017 | 3 |
TPG Group Holdings (SBS) Advisors, Inc. | 3 | 3 | 1.17% | 1.40% | 1.54% | Q1 2021 | Q3 2021 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
FOSTER & MOTLEY INC | 3 | 3 | 0.12% | 0.40% | 0.63% | Q3 2016 | Q1 2017 | 3 |
AQR Arbitrage LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q4 2020 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.07% | 0.13% | Q4 2021 | Q4 2022 | 3 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.08% | 0.18% | 0.35% | Q3 2016 | Q3 2019 | 3 |
Cordatus Wealth Management LLC | 3 | 3 | 0.35% | 0.38% | 0.43% | Q3 2020 | Q1 2021 | 3 |
Byrne Asset Management LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 3 |
ALPHASIMPLEX GROUP, LLC | 3 | 3 | 0.27% | 0.41% | 0.53% | Q4 2020 | Q2 2021 | 3 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 3 |
Syntal Capital Partners, LLC | 3 | 3 | 0.56% | 0.61% | 0.65% | Q1 2021 | Q3 2021 | 3 |
PAYDEN & RYGEL | 3 | 3 | 0.94% | 1.20% | 1.46% | Q3 2022 | Q1 2023 | 3 |
Park West Asset Management LLC | 3 | 3 | 0.75% | 0.97% | 1.31% | Q3 2016 | Q1 2017 | 3 |
Dempze Nancy E | 3 | 3 | 0.52% | 0.67% | 0.87% | Q3 2016 | Q1 2017 | 3 |
Kozak & Associates, Inc. | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2023 | Q3 2023 | 3 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q4 2021 | 3 |
Camarda Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
Peregrine Asset Advisers, Inc. | 3 | 3 | 3.23% | 5.10% | 8.40% | Q4 2022 | Q2 2023 | 3 |
Graham Capital Management, L.P. | 2 | 1 | 0.01% | 0.13% | 0.36% | Q4 2022 | Q3 2023 | 3 |
DAVIDE LEONE & PARTNERS INVESTMENT Co LLP | 3 | 3 | 9.46% | 10.29% | 11.17% | Q3 2016 | Q1 2017 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
DELTA FINANCIAL ADVISORS LLC | 3 | 3 | 0.13% | 0.37% | 0.53% | Q2 2019 | Q4 2019 | 3 |
INVESTMENT CENTERS OF AMERICA INC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q4 2016 | Q2 2017 | 3 |
Enlightenment Research, LLC | 1 | 1 | 0.17% | 0.43% | 0.78% | Q4 2018 | Q3 2021 | 3 |
Virtu KCG Holdings LLC | 3 | 3 | 0.01% | 0.08% | 0.21% | Q3 2016 | Q1 2017 | 3 |
Quantamental Technologies LLC | 2 | 1 | 0.00% | 0.12% | 0.21% | Q4 2018 | Q4 2019 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.01% | 0.06% | 0.10% | Q3 2021 | Q2 2023 | 3 |
Fiera Capital Corp | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2017 | 3 |
PATTEN & PATTEN INC/TN | 3 | 3 | 0.12% | 0.14% | 0.17% | Q3 2016 | Q1 2017 | 3 |
Covenant Asset Management, LLC | 3 | 3 | 0.85% | 0.89% | 0.91% | Q4 2016 | Q2 2017 | 3 |
HONEYWELL INTERNATIONAL INC | 3 | 3 | 0.49% | 1.01% | 1.34% | Q2 2017 | Q4 2017 | 3 |
Center for Financial Planning, Inc. | 2 | 1 | 0.00% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 3 |
AlphaCentric Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Tibra Equities Europe Ltd | 2 | 1 | 0.05% | 0.39% | 1.00% | Q1 2019 | Q4 2020 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Kavar Capital Partners, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 3 |
Optiver Holding B.V. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
GAM Holding AG | 3 | 3 | 0.03% | 0.06% | 0.09% | Q2 2019 | Q4 2019 | 3 |
Quarry LP | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Petrus Trust Company, LTA | 2 | 1 | 0.03% | 0.05% | 0.09% | Q2 2022 | Q3 2023 | 3 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.01% | 0.05% | 0.11% | Q3 2019 | Q1 2023 | 3 |
MANNING & NAPIER ADVISORS LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q3 2016 | Q1 2017 | 3 |
PATTON FUND MANAGEMENT, INC. | 2 | 1 | 0.76% | 0.96% | 1.30% | Q4 2019 | Q2 2023 | 3 |
Arosa Capital Management LP | 3 | 3 | 1.12% | 1.56% | 1.90% | Q1 2020 | Q3 2020 | 3 |
ANTIPODES PARTNERS Ltd | 3 | 3 | 0.00% | 0.08% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Clear Creek Financial Management, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q2 2019 | Q4 2019 | 3 |
INTEGRAL DERIVATIVES, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q2 2017 | 3 |
Chesley Taft & Associates LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q3 2016 | Q1 2017 | 3 |
AMERICAN ASSET MANAGEMENT INC. | 3 | 3 | 0.13% | 0.14% | 0.15% | Q2 2019 | Q4 2019 | 3 |
One River Asset Management, LLC | 1 | 1 | 0.00% | 0.13% | 0.35% | Q4 2022 | Q4 2022 | 3 |
Concentric Capital Strategies, LP | 2 | 1 | 0.16% | 0.64% | 1.45% | Q1 2022 | Q4 2022 | 3 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.03% | 0.06% | Q1 2017 | Q4 2021 | 3 |
NATIONAL PLANNING CORP | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q2 2017 | 3 |
Wellesley Investment Partners, LLC | 3 | 3 | 0.30% | 0.32% | 0.34% | Q3 2016 | Q1 2017 | 3 |
FULTON BANK, N.A. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q4 2023 | 3 |
TIAA CREF TRUST CO FSB/MO | 3 | 3 | 0.01% | 0.04% | 0.06% | Q3 2016 | Q1 2017 | 3 |
Paragon Capital Management LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2020 | 3 |
Alpha Wave Global, LP | 3 | 3 | 0.77% | 1.60% | 2.54% | Q2 2021 | Q4 2021 | 3 |
Greenland Capital Management LP | 2 | 1 | 0.02% | 0.40% | 0.92% | Q4 2022 | Q3 2023 | 3 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 3 |
Essex Savings Bank | 3 | 3 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q2 2019 | 3 |
S.A. Mason LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q2 2020 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Magellan Asset Management Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SANDERS MORRIS HARRIS LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q2 2019 | Q4 2019 | 3 |
All Season Financial Advisors, Inc. | 3 | 3 | 0.27% | 0.28% | 0.29% | Q2 2021 | Q4 2021 | 3 |
Marshall Financial Group LLC | 3 | 3 | 0.17% | 0.19% | 0.20% | Q4 2020 | Q2 2021 | 3 |
FNY Investment Advisers, LLC | 1 | 1 | 0.03% | 0.05% | 0.08% | Q3 2018 | Q2 2022 | 3 |
BCWM, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q2 2017 | Q4 2017 | 3 |
BOK Financial Private Wealth, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Blue Granite Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
IPG Investment Advisors LLC | 2 | 1 | 2.42% | 2.62% | 2.82% | Q3 2016 | Q2 2017 | 3 |
MD Financial Management Inc. | 3 | 3 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q4 2021 | 3 |
Jackson, Grant Investment Advisers, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
STONERIDGE INVESTMENT PARTNERS LLC | 3 | 3 | 0.17% | 0.18% | 0.20% | Q3 2022 | Q1 2023 | 3 |
Railway Pension Investments Ltd | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q4 2021 | 3 |
Wellington Shields & Co., LLC | 3 | 3 | 0.20% | 0.21% | 0.22% | Q4 2018 | Q2 2019 | 3 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 3 | 3 | 0.96% | 1.17% | 1.57% | Q3 2016 | Q1 2017 | 3 |
Quantitative Systematic Strategies LLC | 2 | 1 | 0.11% | 0.52% | 0.95% | Q3 2016 | Q1 2021 | 3 |
PERKINS CAPITAL MANAGEMENT INC | 3 | 3 | 0.75% | 0.81% | 0.88% | Q3 2016 | Q1 2017 | 3 |
WestEnd Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
BRIDGES INVESTMENT COUNSEL INC/ | 2 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q2 2017 | 3 |
Passport Capital, LLC | 3 | 3 | 1.66% | 2.99% | 4.54% | Q3 2016 | Q1 2017 | 3 |
New Potomac Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q4 2018 | 3 |
Sterling Capital Management LLC | 2 | 1 | 0.07% | 0.08% | 0.09% | Q3 2016 | Q3 2019 | 3 |
Buck Wealth Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SADOFF INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q4 2021 | 3 |
GLOBEFLEX CAPITAL L P | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q4 2021 | 3 |
PAX Financial Group, LLC | 3 | 3 | 0.08% | 0.11% | 0.14% | Q1 2021 | Q3 2021 | 3 |
MIK Capital, LP | 3 | 3 | 1.87% | 3.14% | 4.83% | Q3 2020 | Q1 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q4 2022 | 3 |
Banco Santander, S.A. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2020 | 3 |
RPG Investment Advisory, LLC | 3 | 3 | 0.99% | 1.36% | 1.61% | Q1 2023 | Q3 2023 | 3 |
Somerset Trust Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
DeDora Capital, Inc. | 2 | 1 | 0.01% | 0.14% | 0.20% | Q4 2017 | Q1 2022 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
EDGE ASSET MANAGEMENT, INC | 3 | 3 | 0.17% | 0.27% | 0.37% | Q3 2016 | Q1 2017 | 3 |
U.S. Capital Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Highstreet Asset Management Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2019 | 3 |
I.G. INVESTMENT MANAGEMENT, LTD. | 3 | 3 | 0.23% | 0.28% | 0.32% | Q4 2016 | Q2 2017 | 3 |
PUZO MICHAEL J | 3 | 3 | 0.37% | 0.46% | 0.55% | Q3 2016 | Q1 2017 | 3 |
Overbrook Management Corp | 3 | 3 | 1.26% | 1.66% | 2.12% | Q3 2016 | Q1 2017 | 3 |
Bellwether Advisors, LLC | 2 | 1 | 0.00% | 0.16% | 0.24% | Q1 2021 | Q4 2022 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
DEARBORN PARTNERS LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q2 2017 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q2 2018 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q2 2018 | 3 |
Townsend & Associates, Inc | 3 | 3 | 1.46% | 1.75% | 2.21% | Q4 2017 | Q2 2018 | 3 |
Appian Way Asset Management LP | 1 | 1 | 0.48% | 1.17% | 1.59% | Q1 2021 | Q3 2023 | 3 |
LBP AM SA | 3 | 3 | 0.13% | 0.16% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Jupiter Investment Management Ltd | 2 | 1 | 0.03% | 0.70% | 1.42% | Q2 2019 | Q1 2020 | 3 |
FNY Partners Fund LP | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2017 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
WBI INVESTMENTS, LLC | 2 | 2 | 0.34% | 0.43% | 0.51% | Q1 2019 | Q2 2019 | 2 |
Cerebellum GP, LLC | 1 | 1 | 0.18% | 0.23% | 0.28% | Q4 2018 | Q4 2019 | 2 |
ELEMENT CAPITAL MANAGEMENT LLC | 2 | 2 | 0.05% | 0.12% | 0.19% | Q4 2018 | Q1 2019 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Blue Rock Advisors, LLC | 1 | 1 | 1.16% | 2.04% | 2.92% | Q3 2017 | Q2 2018 | 2 |
Diametric Capital, LP | 2 | 2 | 0.27% | 0.31% | 0.34% | Q3 2022 | Q4 2022 | 2 |
LFA - Lugano Financial Advisors SA | 2 | 2 | 0.41% | 0.44% | 0.47% | Q4 2019 | Q1 2020 | 2 |
Accurate Wealth Management, LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q4 2022 | Q2 2023 | 2 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 2 |
Phoenix Wealth Advisors | 2 | 2 | 1.10% | 1.26% | 1.42% | Q2 2023 | Q3 2023 | 2 |
ETF MANAGERS GROUP, LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q1 2016 | Q3 2021 | 2 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Meristem Family Wealth, LLC | 1 | 1 | 0.02% | 0.05% | 0.08% | Q1 2018 | Q4 2021 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
CFM WEALTH PARTNERS LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 2 |
Truadvice, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q2 2023 | 2 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
Clearline Capital LP | 2 | 2 | 2.95% | 3.04% | 3.14% | Q4 2016 | Q1 2017 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
MADISON INVESTMENT HOLDINGS INC | 2 | 2 | 0.06% | 0.08% | 0.10% | Q3 2016 | Q4 2016 | 2 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 2 |
MANA Advisors LLC | 1 | 1 | 0.40% | 0.67% | 0.94% | Q4 2017 | Q3 2018 | 2 |
Ignite Planners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q2 2023 | 2 |
Corvex Management LP | 2 | 2 | 0.82% | 1.70% | 2.58% | Q3 2016 | Q4 2016 | 2 |
Missouri Trust & Investment Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Pacifica Partners Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2023 | Q4 2023 | 2 |
MENORA MIVTACHIM HOLDINGS LTD. | 2 | 2 | 1.53% | 1.58% | 1.62% | Q1 2017 | Q2 2017 | 2 |
Westchester Capital Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Capital International Sarl | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
HOERTKORN RICHARD CHARLES | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2016 | Q4 2016 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2021 | 2 |
WHITEBOX ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
West Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ENGINE NO. 1 LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q3 2021 | Q4 2021 | 2 |
BlackRock Fund Advisors | 2 | 2 | 0.12% | 0.14% | 0.15% | Q3 2016 | Q4 2016 | 2 |
Invictus RG | 1 | 1 | 0.23% | 0.64% | 1.05% | Q1 2017 | Q4 2017 | 2 |
First Farmers & Merchants Bank / Trust | 2 | 2 | 0.23% | 0.25% | 0.27% | Q4 2021 | Q1 2022 | 2 |
Newman Dignan & Sheerar, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q4 2021 | 2 |
MSI Financial Services Inc | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2016 | Q4 2016 | 2 |
EQUITABLE TRUST CO | 2 | 2 | 0.16% | 0.18% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 2 |
MOUNT VERNON ASSOCIATES INC /MD/ | 2 | 2 | 1.45% | 1.59% | 1.72% | Q3 2016 | Q4 2016 | 2 |
iSAM Funds (UK) Ltd | 2 | 2 | 0.41% | 0.51% | 0.60% | Q1 2023 | Q2 2023 | 2 |
Confluence Wealth Services, Inc. | 2 | 2 | 0.14% | 0.16% | 0.18% | Q2 2023 | Q3 2023 | 2 |
SPC Financial, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TIEDEMANN ADVISORS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q2 2017 | 2 |
Perella Weinberg Partners Capital Management LP | 2 | 2 | 0.16% | 0.46% | 0.76% | Q3 2016 | Q4 2016 | 2 |
Highlander Capital Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q4 2016 | 2 |
Atika Capital Management LLC | 2 | 2 | 0.57% | 0.68% | 0.80% | Q3 2021 | Q4 2021 | 2 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.06% | 0.11% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Garda Capital Partners LP | 1 | 1 | 0.05% | 0.09% | 0.13% | Q1 2023 | Q3 2023 | 2 |
BLACKROCK ADVISORS LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2016 | Q4 2016 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
PINNACLE FINANCIAL PARTNERS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Perpetual Investment Management Ltd | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q1 2021 | 2 |
Summit Financial Wealth Advisors, LLC | 2 | 2 | 1.23% | 1.36% | 1.49% | Q4 2016 | Q1 2017 | 2 |
IMPACTfolio, LLC | 1 | 1 | 0.14% | 0.16% | 0.18% | Q2 2023 | Q4 2023 | 2 |
WEXFORD CAPITAL LP | 1 | 1 | 0.76% | 0.81% | 0.86% | Q1 2020 | Q4 2020 | 2 |
Bowling Portfolio Management LLC | 2 | 2 | 0.42% | 0.44% | 0.46% | Q1 2020 | Q2 2020 | 2 |
KEELEY ASSET MANAGEMENT CORP | 2 | 2 | 0.13% | 0.14% | 0.16% | Q3 2016 | Q4 2016 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
BlackRock Group LTD | 2 | 2 | 0.17% | 0.18% | 0.18% | Q3 2016 | Q4 2016 | 2 |
Tevis Investment Management | 2 | 2 | 0.40% | 0.43% | 0.47% | Q4 2021 | Q1 2022 | 2 |
LOEB PARTNERS CORP | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2016 | Q1 2017 | 2 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.20% | 1.17% | 2.14% | Q1 2017 | Q3 2019 | 2 |
Donoghue Forlines LLC | 2 | 2 | 0.62% | 0.69% | 0.76% | Q2 2019 | Q3 2019 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Avalon Investment & Advisory | 2 | 2 | 0.18% | 0.20% | 0.22% | Q3 2016 | Q4 2016 | 2 |
AidennLair Capital Management LP | 1 | 1 | 3.55% | 4.47% | 5.39% | Q4 2016 | Q3 2017 | 2 |
NVWM, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 2 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Vahanian & Associates Financial Planning Inc. | 2 | 2 | 0.60% | 0.69% | 0.78% | Q1 2023 | Q2 2023 | 2 |
Delphi Private Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
PECAUT & CO. | 2 | 2 | 0.59% | 0.68% | 0.76% | Q3 2016 | Q4 2016 | 2 |
WAYCROSS PARTNERS, LLC | 2 | 2 | 0.77% | 0.80% | 0.84% | Q3 2021 | Q4 2021 | 2 |
GAM SYSTEMATIC LLP | 2 | 2 | 0.11% | 0.14% | 0.18% | Q3 2016 | Q4 2016 | 2 |
B.O.S.S. Retirement Advisors, LLC | 2 | 2 | 0.49% | 0.53% | 0.57% | Q4 2022 | Q1 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Activest Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q4 2016 | 2 |
National Pension Service | 2 | 2 | 0.15% | 0.16% | 0.16% | Q2 2019 | Q3 2019 | 2 |
Seven Bridges Advisors LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q3 2016 | Q4 2016 | 2 |
Beach Investment Management, LLC. | 2 | 2 | 0.51% | 0.92% | 1.32% | Q3 2016 | Q4 2016 | 2 |
Tenere Capital LLC | 2 | 2 | 2.94% | 3.05% | 3.15% | Q4 2021 | Q1 2022 | 2 |
TFC Financial Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.05% | 0.09% | Q4 2020 | Q3 2022 | 2 |
LAKE STREET ADVISORS GROUP, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Dana Investment Advisors, Inc. | 2 | 2 | 0.12% | 0.13% | 0.14% | Q3 2016 | Q4 2016 | 2 |
Marquette Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Jade Capital Advisors, LLC | 1 | 1 | 0.84% | 1.14% | 1.44% | Q2 2020 | Q3 2023 | 2 |
BlackRock Investment Management, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q3 2016 | Q4 2016 | 2 |
INSTITUTIONAL CAPITAL LLC | 2 | 2 | 0.57% | 1.59% | 2.60% | Q3 2016 | Q4 2016 | 2 |
Wellington Shields Capital Management, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.00% | 0.06% | 0.12% | Q1 2019 | Q1 2021 | 2 |
THEORY FINANCIAL LLC | 2 | 2 | 0.14% | 0.15% | 0.17% | Q4 2021 | Q1 2022 | 2 |
Convergence Investment Partners, LLC | 1 | 1 | 0.01% | 0.06% | 0.11% | Q1 2018 | Q4 2021 | 2 |
HIGH POINT BANK & TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.06% | 0.07% | 0.07% | Q1 2017 | Q4 2019 | 2 |
BRR OpCo, LLC | 1 | 1 | 0.10% | 0.12% | 0.14% | Q3 2016 | Q1 2019 | 2 |
Strategic Advisors LLC | 2 | 2 | 0.14% | 0.18% | 0.22% | Q2 2017 | Q3 2017 | 2 |
New Hampshire Trust | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q1 2023 | 2 |
Zweig-DiMenna Associates LLC | 2 | 2 | 0.77% | 0.83% | 0.89% | Q3 2016 | Q4 2016 | 2 |
WP Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Harfst & Associates, Inc. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2017 | Q2 2017 | 2 |
Airain ltd | 1 | 1 | 0.06% | 0.31% | 0.56% | Q3 2016 | Q1 2017 | 2 |
TRENT CAPITAL MANAGEMENT INC /NC/ | 1 | 1 | 5.25% | 5.62% | 6.00% | Q4 2016 | Q2 2017 | 2 |
Catamount Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
InTrack Investment Management Inc | 2 | 2 | 0.54% | 0.56% | 0.59% | Q2 2023 | Q3 2023 | 2 |
QUEST CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q4 2021 | 2 |
Bowman & Co S.C. | 2 | 2 | 0.63% | 0.68% | 0.72% | Q2 2023 | Q3 2023 | 2 |
Graypoint LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
CAPITAL GUARDIAN TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.56% | 1.12% | Q3 2020 | Q1 2023 | 2 |
BEACH INVESTMENT COUNSEL INC/PA | 2 | 2 | 0.39% | 0.65% | 0.91% | Q3 2016 | Q4 2016 | 2 |
GQ Asset Management, LLC | 1 | 1 | 0.12% | 0.22% | 0.31% | Q2 2019 | Q4 2019 | 2 |
PARNASSUS INVESTMENTS, LLC | 2 | 2 | 0.27% | 0.33% | 0.40% | Q2 2018 | Q3 2018 | 2 |
VIKING GLOBAL INVESTORS LP | 1 | 1 | 0.26% | 0.53% | 0.79% | Q3 2016 | Q3 2017 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.04% | 0.06% | Q1 2018 | Q2 2023 | 2 |
Consolidated Planning Corp | 2 | 2 | 0.69% | 0.75% | 0.82% | Q2 2023 | Q3 2023 | 2 |
BlackRock Japan Co. Ltd | 2 | 2 | 0.17% | 0.18% | 0.19% | Q3 2016 | Q4 2016 | 2 |
VIVID FINANCIAL MANAGEMENT, INC. | 2 | 2 | 0.12% | 0.12% | 0.13% | Q3 2021 | Q4 2021 | 2 |
York Capital Management Global Advisors, LLC | 2 | 2 | 0.41% | 0.80% | 1.20% | Q3 2016 | Q4 2016 | 2 |
Willingdon Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 2 |
INTEGRATED WEALTH COUNSEL, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q4 2016 | 2 |
Pinnacle Family Advisors, LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q2 2021 | Q3 2021 | 2 |
HOWARD HUGHES MEDICAL INSTITUTE | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2016 | Q4 2016 | 2 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.07% | 0.13% | 0.19% | Q3 2021 | Q4 2021 | 2 |
AVIANCE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q4 2016 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.41% | 0.82% | Q1 2020 | Q3 2021 | 2 |
AXQ CAPITAL, LP | 1 | 1 | 0.08% | 0.25% | 0.43% | Q1 2023 | Q3 2023 | 2 |
FIRST QUADRANT LLC/CA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
MU Investments Co., Ltd. | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q4 2017 | 2 |
Ashfield Capital Partners, LLC | 2 | 2 | 0.05% | 0.07% | 0.10% | Q3 2016 | Q4 2016 | 2 |
Leonard Rickey Investment Advisors P.L.L.C. | 2 | 2 | 0.26% | 0.26% | 0.27% | Q2 2018 | Q3 2018 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.80% | 1.00% | 1.20% | Q2 2023 | Q3 2023 | 2 |
Delta Investment Management, LLC | 2 | 2 | 0.11% | 0.13% | 0.15% | Q2 2019 | Q3 2019 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q3 2018 | Q4 2019 | 2 |
Kula Investments, LLC | 2 | 2 | 0.33% | 0.33% | 0.33% | Q4 2022 | Q1 2023 | 2 |
SteelPeak Wealth, LLC | 1 | 1 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q2 2020 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 2 | 2 | 1.19% | 1.30% | 1.42% | Q2 2023 | Q3 2023 | 2 |
Polar Asset Management Partners Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Glenview Trust Co | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q1 2017 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SFMG, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q4 2017 | Q1 2018 | 2 |
Mill Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.34% | 0.36% | 0.37% | Q2 2020 | Q3 2020 | 2 |
Private Wealth Partners, LLC | 2 | 2 | 0.19% | 0.24% | 0.29% | Q3 2017 | Q4 2017 | 2 |
Founders Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
AHL Partners LLP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 2 | 2 | 0.97% | 0.97% | 0.98% | Q1 2017 | Q2 2017 | 2 |
Bain Capital Public Equity Management II, LLC | 2 | 2 | 0.05% | 2.16% | 4.26% | Q1 2019 | Q2 2019 | 2 |
Supplemental Annuity Collective Trust of NJ | 2 | 2 | 0.19% | 0.21% | 0.23% | Q3 2016 | Q4 2016 | 2 |
Wolf Group Capital Advisors | 2 | 2 | 0.94% | 1.04% | 1.15% | Q3 2016 | Q4 2016 | 2 |
Jackson Wealth Management, LLC | 2 | 2 | 0.07% | 0.21% | 0.35% | Q1 2023 | Q2 2023 | 2 |
Pine Valley Investments Ltd Liability Co | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Oak Thistle LLC | 1 | 1 | 0.36% | 0.41% | 0.47% | Q1 2023 | Q3 2023 | 2 |
Quad-Cities Investment Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Qsemble Capital Management, LP | 1 | 1 | 0.73% | 0.85% | 0.96% | Q1 2023 | Q3 2023 | 2 |
Ballew Advisors, Inc | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q4 2022 | 2 |
qPULA Trading Management LP | 1 | 1 | 0.44% | 0.65% | 0.87% | Q1 2021 | Q2 2022 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
NEW YORK LIFE TRUST CO | 2 | 2 | 0.15% | 0.17% | 0.20% | Q4 2016 | Q1 2017 | 2 |
MARSHWINDS ADVISORY CO | 2 | 2 | 0.20% | 0.22% | 0.24% | Q3 2016 | Q4 2016 | 2 |
WealthPlan Investment Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q2 2023 | 2 |
CLEAR STREET LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2023 | Q1 2023 | 2 |
B. Riley Wealth Management, Inc. | 2 | 2 | 0.04% | 0.07% | 0.10% | Q3 2018 | Q4 2018 | 2 |
Legacy CG, LLC | 1 | 1 | 0.01% | 1.11% | 2.21% | Q4 2021 | Q2 2022 | 2 |
Bank Julius Baer & Co. Ltd, Zurich | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
MARCO INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.03% | 0.36% | 0.69% | Q4 2016 | Q4 2017 | 2 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
Maryland State Retirement & Pension System | 2 | 2 | 0.11% | 0.11% | 0.12% | Q4 2020 | Q1 2021 | 2 |
SAMLYN CAPITAL, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q4 2020 | 2 |
Financial Insights, Inc. | 1 | 1 | 0.06% | 0.10% | 0.14% | Q2 2021 | Q3 2023 | 2 |
FT Options LLC | 1 | 1 | 0.02% | 0.14% | 0.27% | Q3 2016 | Q3 2016 | 2 |
Davis Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Cornerstone Financial Partners, LLC | 2 | 2 | 0.38% | 0.41% | 0.44% | Q3 2016 | Q4 2016 | 2 |
Argent Trust Co | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q2 2023 | 2 |
DENVER INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q4 2016 | 2 |
Worth Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.04% | 0.09% | 0.14% | Q4 2016 | Q1 2017 | 2 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.02% | 0.13% | 0.24% | Q2 2019 | Q2 2019 | 2 |
Olympiad Research LP | 1 | 1 | 0.19% | 0.29% | 0.39% | Q4 2019 | Q3 2023 | 2 |
HBK INVESTMENTS L P | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2019 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
AlphaOne Investment Services, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q1 2018 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
GLG Partners LP | 2 | 2 | 0.04% | 0.08% | 0.13% | Q3 2016 | Q4 2016 | 2 |
BlackRock Institutional Trust Company, N.A. | 2 | 2 | 0.15% | 0.16% | 0.18% | Q3 2016 | Q4 2016 | 2 |
Waratah Capital Advisors Ltd. | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2021 | Q4 2021 | 2 |
Empowered Funds, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Calvert Investment Management, Inc. | 2 | 2 | 0.43% | 0.48% | 0.52% | Q3 2016 | Q4 2016 | 2 |
TSFG, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.08% | 0.15% | Q4 2016 | Q4 2018 | 2 |
Timber Hill LLC | 1 | 1 | 0.01% | 0.04% | 0.07% | Q4 2016 | Q1 2018 | 2 |
DCM Advisors, LLC | 2 | 2 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q1 2022 | 2 |
Arvest Bank Trust Division | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q4 2020 | 2 |
MURPHY CAPITAL MANAGEMENT INC | 2 | 2 | 0.09% | 0.10% | 0.12% | Q3 2016 | Q4 2016 | 2 |
TLP GROUP LLC | 1 | 1 | 0.00% | 0.11% | 0.22% | Q4 2017 | Q3 2018 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 2 |
Teamwork Financial Advisors, LLC | 2 | 2 | 0.04% | 0.40% | 0.76% | Q1 2023 | Q2 2023 | 2 |
Comprehensive Financial Consultants Institutional, Inc. | 2 | 2 | 1.27% | 1.38% | 1.50% | Q2 2023 | Q3 2023 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
FDO Partners, LLC | 1 | 1 | 0.27% | 0.38% | 0.48% | Q3 2016 | Q2 2017 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
JAMES INVESTMENT RESEARCH INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
StoneX Group Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2017 | Q2 2017 | 1 |
Beverly Hills Private Wealth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q3 2016 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
RIT CAPITAL PARTNERS PLC | 1 | 1 | 9.23% | 9.23% | 9.23% | Q3 2017 | Q3 2017 | 1 |
Exane Asset Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Empirical Finance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Capital Investment Services of America, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ABEILLE ASSET MANAGEMENT SA | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2022 | Q4 2022 | 1 |
Carr Financial Group Corp | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
FRONT BARNETT ASSOCIATES LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Callan Family Office, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2023 | Q1 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2023 | Q3 2023 | 1 |
Aviance Capital Partners, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2016 | Q3 2016 | 1 |
New England Investment & Retirement Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Spartan Planning & Wealth Management | 1 | 1 | 0.71% | 0.71% | 0.71% | Q4 2022 | Q4 2022 | 1 |
Vinva Investment Management Ltd | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Stiles Financial Services Inc | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Saltoro Capital, LP | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2021 | Q3 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2017 | Q1 2017 | 1 |
Liberty Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
DSC Advisors, L.P. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
GM Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
EASTERLY INVESTMENT PARTNERS LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q3 2023 | Q3 2023 | 1 |
Elgethun Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
SAXON INTERESTS, INC. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q2 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MAGNOLIA CAPITAL ADVISORS LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2023 | Q2 2023 | 1 |
CHURCHILL MANAGEMENT Corp | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q2 2023 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 1.98% | 1.98% | 1.98% | Q4 2019 | Q4 2019 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Americana Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Friedenthal Financial | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2022 | Q4 2022 | 1 |
ACIMA PRIVATE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
BCM ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
New England Research & Management, Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2020 | Q4 2020 | 1 |
Blue Chip Wealth Management, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2018 | Q1 2018 | 1 |
Cordasco Financial Network | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Platform Technology Partners | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
Pinnacle Wealth Management Advisory Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2020 | Q2 2020 | 1 |
Athanor Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
ClariVest Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bridgecreek Investment Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Atwater Malick LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
High Net Worth Advisory Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Gardiner Nancy B | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2016 | Q3 2016 | 1 |
AIA Investment Management Private Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Boston Common Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Mizuho Securities Co. Ltd. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Canoe Financial LP | 1 | 1 | 0.73% | 0.73% | 0.73% | Q1 2023 | Q1 2023 | 1 |
Community Capital Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2019 | Q1 2019 | 1 |
Emerald Acquisition Ltd. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2016 | Q3 2016 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
WASHINGTON CAPITAL MANAGEMENT, INC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2023 | Q3 2023 | 1 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
AGF MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Candlestick Capital Management LP | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2021 | Q4 2021 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Starfire Investment Advisers, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2017 | Q4 2017 | 1 |
SAGE RHINO CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.84% | 0.84% | 0.84% | Q4 2019 | Q4 2019 | 1 |
FMA ADVISORY INC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2017 | Q1 2017 | 1 |
BIVIN & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WESTPORT RESOURCES MANAGEMENT INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q3 2016 | 1 |
Parkwood LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Klingman & Associates, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Centenus Global Management, LP | 1 | 1 | 1.06% | 1.06% | 1.06% | Q1 2020 | Q1 2020 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
PointState Capital LP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2016 | Q3 2016 | 1 |
Pathway Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2022 | Q2 2022 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
First Pacific Advisors, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
KANALY TRUST CO | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q4 2016 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Wealth Management Partners, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2022 | Q1 2022 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2020 | Q1 2020 | 1 |
PROSPECTOR PARTNERS LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2016 | Q3 2016 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BALASA DINVERNO & FOLTZ LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Ninety One SA (PTY) Ltd | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2016 | Q3 2016 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
ADVISORS MANAGEMENT GROUP INC /ADV | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2023 | Q3 2023 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
First County Bank /CT/ | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Pathlight Investors LLC | 1 | 1 | 2.03% | 2.03% | 2.03% | Q4 2018 | Q4 2018 | 1 |
ORSER CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q4 2021 | Q4 2021 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Sender Co & Partners, Inc. | 1 | 1 | 0.92% | 0.92% | 0.92% | Q2 2022 | Q2 2022 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CI Global Investments Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
Westshore Wealth, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
JANA PARTNERS LLC | 1 | 1 | 4.56% | 4.56% | 4.56% | Q3 2016 | Q3 2016 | 1 |
Creative Capital Management Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Myriad Asset Management Ltd. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2022 | Q1 2022 | 1 |
Freedom Investment Management, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Concorde Financial Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SILVERLAKE WEALTH MANAGEMENT LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Lansing Street Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Saratoga Research & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Integrated Wealth Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
Exos TFP Holdings LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Hillsdale Investment Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Atom Investors LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Broderick Brian C | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2016 | Q3 2016 | 1 |
CenterBook Partners LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Brown Advisory Securities, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q3 2016 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Windmill Hill Asset Management Ltd | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
CAMPBELL CAPITAL MANAGEMENT INC | 1 | 1 | 1.34% | 1.34% | 1.34% | Q4 2023 | Q4 2023 | 1 |
Minot Wealth Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Shinko Asset Management Co., Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Sicart Associates LLC | 1 | 1 | 1.49% | 1.49% | 1.49% | Q4 2016 | Q4 2016 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2020 | Q1 2020 | 1 |
Capstone Investment Advisors (Netherlands), B.V. | 1 | 1 | 0.84% | 0.84% | 0.84% | Q2 2017 | Q2 2017 | 1 |
FourThought Financial Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Atlas Private Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
First Pacific Financial | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2022 | Q4 2022 | 1 |
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2017 | Q3 2017 | 1 |
Davidson Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Forest Avenue Capital Management LP | 1 | 1 | 2.58% | 2.58% | 2.58% | Q2 2023 | Q2 2023 | 1 |
KENSICO CAPITAL MANAGEMENT CORP | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2022 | Q1 2022 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2021 | Q2 2021 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Ninety One North America, Inc. | 1 | 1 | 1.11% | 1.11% | 1.11% | Q3 2016 | Q3 2016 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Alpha DNA Investment Management LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2022 | Q4 2022 | 1 |
PETTYJOHN, WOOD & WHITE, INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Hefty Wealth Partners | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
1st Global Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2020 | Q2 2020 | 1 |
MCKINLEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Values First Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Islet Management, LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2020 | Q1 2020 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Lubar & Co., Inc | 1 | 1 | 0.90% | 0.90% | 0.90% | Q1 2020 | Q1 2020 | 1 |
FIRST NATIONAL BANK SIOUX FALLS | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q3 2016 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Roystone Capital Management LP | 1 | 1 | 3.80% | 3.80% | 3.80% | Q3 2016 | Q3 2016 | 1 |
SPINNAKER TRUST | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Rheos Capital Works Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2022 | Q4 2022 | 1 |
ASCEND CAPITAL, LLC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q4 2016 | Q4 2016 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
EDMP, INC. | 1 | 1 | 2.51% | 2.51% | 2.51% | Q3 2016 | Q3 2016 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Biltmore Family Office, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
AUXIER ASSET MANAGEMENT | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
SeaTown Holdings Pte. Ltd. | 1 | 1 | 1.14% | 1.14% | 1.14% | Q4 2016 | Q4 2016 | 1 |
Berger Financial Group, Inc | 1 | 1 | 0.85% | 0.85% | 0.85% | Q4 2020 | Q4 2020 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Choate Investment Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ROMAN BUTLER FULLERTON & CO | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2019 | Q3 2019 | 1 |
Broadview Financial Management, LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2018 | Q4 2018 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2017 | Q2 2017 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
AMG National Trust Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
HARRELL INVESTMENT PARTNERS, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2023 | Q3 2023 | 1 |
DEERE & CO | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2016 | Q3 2016 | 1 |
EUDAIMONIA ADVISORS LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Lavaca Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Sculptor Capital LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Capstone Financial Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
IVORY INVESTMENT MANAGEMENT, LLC | 1 | 1 | 1.03% | 1.03% | 1.03% | Q3 2016 | Q3 2016 | 1 |
Adams Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Coatue Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TRANSCEND CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
F/M Investments LLC | 1 | 1 | 1.24% | 1.24% | 1.24% | Q4 2020 | Q4 2020 | 1 |
Sand Hill Global Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
WATER ISLAND CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2019 | Q3 2019 | 1 |
55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Shellback Capital, LP | 1 | 1 | 1.99% | 1.99% | 1.99% | Q2 2023 | Q2 2023 | 1 |
EA Series Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Coastline Trust Co | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2016 | Q3 2016 | 1 |
HBK Sorce Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Thomas J. Herzfeld Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FRANKLIN STREET ADVISORS INC /NC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
Scissortail Wealth Management, LLC | 1 | 1 | 3.22% | 3.22% | 3.22% | Q2 2023 | Q2 2023 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Haverford Financial Services, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2018 | Q1 2018 | 1 |
BANK PICTET & CIE (ASIA) LTD | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2020 | Q2 2020 | 1 |
Personal Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Bronson Point Management LLC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q3 2016 | Q3 2016 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q3 2016 | 1 |
WRIGHT INVESTORS SERVICE INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2021 | Q3 2021 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HWG Holdings LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Emerson Wealth, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2018 | Q4 2018 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Elequin Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (LUXEMBOURG) | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2016 | Q3 2016 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q3 2018 | Q3 2018 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
Avitas Wealth Management LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2022 | Q1 2022 | 1 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) | 1 | 1 | 1.18% | 1.18% | 1.18% | Q3 2016 | Q3 2016 | 1 |
Mount Yale Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Sturgeon Ventures LLP | 1 | 1 | 1.05% | 1.05% | 1.05% | Q1 2018 | Q1 2018 | 1 |
Boston Trust Walden Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
ADVISORY RESEARCH INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2017 | Q1 2017 | 1 |
Cedar Mountain Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
OAK HARBOR WEALTH PARTNERS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
DELTEC ASSET MANAGEMENT LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2017 | Q1 2017 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WealthTrust-Arizona, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Western Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
BTG Pactual Global Asset Management Ltd | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Eisler Capital (US) LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Eisler Capital (UK) Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CYPRESS FINANCIAL PLANNING LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
ASB Consultores, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Ninety One UK Ltd | 1 | 1 | 0.98% | 0.98% | 0.98% | Q3 2016 | Q3 2016 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
SCHULHOFF & CO INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Provident Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
TOEWS CORP /ADV | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2020 | Q1 2020 | 1 |
Fayerweather Charles | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2016 | Q3 2016 | 1 |
Lineweaver Wealth Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
CARLSON CAPITAL L P | 1 | 1 | 0.75% | 0.75% | 0.75% | Q3 2023 | Q3 2023 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TIEMANN INVESTMENT ADVISORS, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2016 | Q3 2016 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
Peterson Wealth Services | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2023 | Q2 2023 | 1 |
Aberdeen Wealth Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Gideon Capital Advisors, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Electron Capital Partners, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q2 2021 | Q2 2021 | 1 |
Claar Advisors LLC | 1 | 1 | 2.63% | 2.63% | 2.63% | Q3 2017 | Q3 2017 | 1 |
Dai-ichi Life Holdings, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2016 | Q3 2016 | 1 |
TFG Advisers LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Palestra Capital Management LLC | 1 | 1 | 4.57% | 4.57% | 4.57% | Q4 2022 | Q4 2022 | 1 |
HERNDON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2023 | Q1 2023 | 1 |
Cox Capital Mgt LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Cercano Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Fusion Family Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
SAYA MANAGEMENT LP | 1 | 1 | 9.38% | 9.38% | 9.38% | Q4 2020 | Q4 2020 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
FOUNDERS CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2016 | Q3 2016 | 1 |
Northside Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
West Tower Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q3 2019 | Q3 2019 | 1 |
WealthStone, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Intrua Financial, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2020 | Q2 2020 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Amerigo Asset Management | 1 | 1 | 12.25% | 12.25% | 12.25% | Q4 2016 | Q4 2016 | 1 |
Financiere des Professionnels - Fonds d,investissement inc. | 1 | 1 | 0.63% | 0.63% | 0.63% | Q3 2023 | Q3 2023 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Monument Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Soros Fund Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
VICUS CAPITAL | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
B, B, H, & B INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Rex Capital Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2017 | Q2 2017 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
HighTower Trust Company, N.A. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Impax Asset Management LTD | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2018 | Q2 2018 | 1 |
HARVEST CAPITAL MANAGEMENT INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2016 | Q3 2016 | 1 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q2 2017 | 1 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Progressive Investment Management Corp | 1 | 1 | 1.87% | 1.87% | 1.87% | Q4 2016 | Q4 2016 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Alpha Square Group S LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
INVESCO, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
BADGLEY PHELPS & BELL INC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2021 | Q2 2021 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Mizuho Asset Management Co.,Ltd. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2016 | Q3 2016 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Rossmore Private Capital | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
PHILADELPHIA TRUST CO | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2017 | Q3 2017 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Nichols Asset Management LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2016 | Q3 2016 | 1 |
Rock Point Advisors, LLC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q3 2023 | Q3 2023 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Homrich & Berg | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
MAVERICK CAPITAL LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Arthur Zaske & Associates, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2017 | Q4 2017 | 1 |
Xact Kapitalforvaltning AB | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2016 | Q3 2016 | 1 |
Artemis Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Shoker Investment Counsel, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2016 | Q3 2016 | 1 |
SCHWARTZ INVESTMENT COUNSEL INC | 1 | 1 | 1.73% | 1.73% | 1.73% | Q1 2017 | Q1 2017 | 1 |
DEFINED WEALTH MANAGEMENT, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 1.24% | 1.24% | 1.24% | Q4 2021 | Q4 2021 | 1 |
Leucadia National | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
External links
This page lists all the filers that currently own JOHNSON CTLS INTL PLC or have owned JOHNSON CTLS INTL PLC in the past.