Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 117 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q3 2023 | 113 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q3 2023 | 112 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.02% | 0.18% | Q2 2013 | Q3 2023 | 110 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.03% | 0.19% | Q1 2012 | Q3 2023 | 105 |
Parallax Volatility Advisers, L.P. | 42 | 42 | 0.00% | 0.01% | 0.13% | Q2 2013 | Q3 2023 | 104 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.09% | 0.99% | Q2 2013 | Q3 2023 | 101 |
Citadel Advisors | 42 | 42 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 99 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.06% | 0.35% | Q2 2013 | Q3 2023 | 95 |
MILLENNIUM MANAGEMENT LLC | 42 | 42 | 0.00% | 0.04% | 0.75% | Q2 2013 | Q3 2023 | 92 |
JANE STREET GROUP, LLC | 39 | 39 | 0.00% | 0.01% | 0.10% | Q1 2014 | Q3 2023 | 91 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.02% | 0.22% | Q4 2015 | Q3 2023 | 91 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 90 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.04% | 0.44% | Q2 2013 | Q3 2023 | 87 |
CAPITAL FUND MANAGEMENT S.A. | 17 | 5 | 0.00% | 0.07% | 0.80% | Q2 2013 | Q3 2023 | 86 |
UBS Group AG | 36 | 36 | 0.00% | 0.02% | 0.20% | Q4 2014 | Q3 2023 | 85 |
WOLVERINE TRADING, LLC | 30 | 30 | 0.00% | 0.02% | 0.13% | Q2 2016 | Q3 2023 | 81 |
TWO SIGMA INVESTMENTS, LP | 28 | 1 | 0.00% | 0.13% | 0.78% | Q2 2013 | Q3 2023 | 74 |
CAPSTONE INVESTMENT ADVISORS, LLC | 21 | 1 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q3 2023 | 70 |
HSBC HOLDINGS PLC | 44 | 2 | 0.00% | 0.02% | 0.14% | Q1 2012 | Q3 2023 | 69 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.13% | 0.37% | Q3 2013 | Q3 2023 | 63 |
NOMURA HOLDINGS INC | 14 | 1 | 0.00% | 0.04% | 0.35% | Q4 2012 | Q2 2022 | 60 |
Twin Tree Management, LP | 14 | 1 | 0.00% | 0.08% | 0.26% | Q4 2012 | Q1 2022 | 56 |
HAP Trading, LLC | 9 | 1 | 0.00% | 0.17% | 2.26% | Q2 2013 | Q3 2023 | 56 |
Jefferies Group LLC | 14 | 1 | 0.00% | 0.04% | 0.25% | Q2 2013 | Q3 2022 | 56 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.05% | 0.11% | Q1 2013 | Q3 2023 | 54 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.06% | 0.21% | Q2 2013 | Q2 2018 | 52 |
Paloma Partners Management Co | 16 | 1 | 0.00% | 0.07% | 0.36% | Q2 2013 | Q2 2023 | 52 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.07% | 0.38% | Q2 2013 | Q3 2023 | 51 |
TUDOR INVESTMENT CORP ET AL | 19 | 1 | 0.00% | 0.34% | 5.67% | Q2 2013 | Q3 2023 | 50 |
HUNTINGTON NATIONAL BANK | 49 | 49 | 0.00% | 0.01% | 0.11% | Q3 2011 | Q3 2023 | 49 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.05% | 0.25% | Q2 2013 | Q3 2023 | 49 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.01% | 0.11% | 0.26% | Q3 2011 | Q3 2023 | 49 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.10% | 0.28% | Q2 2013 | Q3 2023 | 48 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.01% | 0.13% | 0.31% | Q4 2011 | Q3 2023 | 48 |
Mirae Asset Global Investments Co., Ltd. | 42 | 6 | 0.01% | 0.29% | 2.98% | Q1 2011 | Q3 2023 | 48 |
Cubist Systematic Strategies, LLC | 38 | 38 | 0.00% | 0.09% | 0.65% | Q2 2014 | Q3 2023 | 47 |
First Horizon Advisors, Inc. | 44 | 2 | 0.00% | 0.36% | 0.91% | Q1 2012 | Q3 2023 | 46 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.09% | 0.32% | Q2 2013 | Q3 2023 | 46 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.01% | 0.07% | 0.16% | Q4 2012 | Q3 2023 | 44 |
BANK OF NOVA SCOTIA | 43 | 43 | 0.00% | 0.06% | 0.44% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.05% | 0.11% | 0.22% | Q1 2013 | Q3 2023 | 43 |
SEGALL BRYANT & HAMILL, LLC | 43 | 43 | 0.05% | 0.15% | 0.61% | Q1 2013 | Q3 2023 | 43 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.00% | 0.46% | 1.27% | Q2 2013 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.02% | 0.11% | 0.25% | Q1 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.04% | 0.10% | 0.20% | Q1 2013 | Q3 2023 | 43 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.01% | 0.18% | 0.51% | Q1 2013 | Q3 2023 | 43 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 43 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 43 |
GLENMEDE TRUST CO NA | 43 | 43 | 0.00% | 0.16% | 0.52% | Q1 2013 | Q3 2023 | 43 |
THORNBURG INVESTMENT MANAGEMENT INC | 42 | 42 | 0.46% | 1.43% | 3.05% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.04% | 0.12% | 0.26% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.04% | 0.10% | 0.21% | Q2 2013 | Q3 2023 | 42 |
TCI Wealth Advisors, Inc. | 42 | 42 | 0.00% | 0.01% | 0.05% | Q4 2012 | Q1 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.01% | 0.17% | 0.46% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.02% | 0.11% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Korea Investment CORP | 42 | 42 | 0.02% | 0.15% | 0.42% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.06% | 0.11% | 0.19% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 42 | 42 | 0.02% | 1.39% | 3.82% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.04% | 0.12% | 0.20% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.04% | 0.11% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.02% | 0.13% | 0.73% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.29% | 1.43% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.04% | 0.18% | 0.56% | Q2 2013 | Q3 2023 | 42 |
BAHL & GAYNOR INC | 42 | 42 | 0.01% | 0.59% | 1.55% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.03% | 0.07% | 0.19% | Q2 2013 | Q3 2023 | 42 |
MUFG Americas Holdings Corp | 38 | 1 | 0.00% | 0.01% | 0.06% | Q2 2011 | Q3 2022 | 42 |
KBC Group NV | 42 | 42 | 0.01% | 0.19% | 0.64% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.03% | 0.83% | 1.92% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.03% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.04% | 0.10% | 0.43% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.05% | 0.17% | 0.40% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.03% | 0.12% | 0.18% | Q2 2013 | Q3 2023 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.01% | 0.56% | 0.89% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.05% | 0.11% | 0.21% | Q2 2013 | Q3 2023 | 42 |
LS Investment Advisors, LLC | 42 | 42 | 0.00% | 0.40% | 1.38% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.04% | 0.10% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.04% | 0.09% | 0.20% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.03% | 0.16% | 0.41% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.01% | 0.19% | 0.46% | Q2 2013 | Q3 2023 | 42 |
Allianz Asset Management GmbH | 42 | 42 | 0.01% | 0.10% | 0.24% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.01% | 0.13% | 0.78% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.01% | 0.13% | 0.42% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.01% | 0.19% | 0.45% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.03% | 0.27% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.00% | 0.11% | 0.53% | Q2 2013 | Q3 2023 | 42 |
TODD ASSET MANAGEMENT LLC | 42 | 42 | 0.27% | 0.66% | 1.27% | Q2 2013 | Q3 2023 | 42 |
Nuveen Asset Management, LLC | 42 | 42 | 0.01% | 0.07% | 0.22% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.15% | 0.75% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.03% | 0.12% | 0.26% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.02% | 0.13% | 0.39% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.06% | 0.12% | 0.24% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.05% | 0.11% | 0.24% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.02% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Brandywine Global Investment Management, LLC | 42 | 42 | 0.00% | 0.31% | 0.70% | Q2 2013 | Q3 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.02% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 42 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 42 | 42 | 0.01% | 0.20% | 0.51% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.01% | 0.18% | 0.49% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.01% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.05% | 0.11% | 0.23% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.05% | 0.12% | 0.21% | Q2 2013 | Q3 2023 | 42 |
AMERICAN CENTURY COMPANIES INC | 42 | 42 | 0.00% | 0.09% | 0.33% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q3 2023 | 42 |
AUXIER ASSET MANAGEMENT | 42 | 42 | 0.17% | 0.90% | 1.60% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.07% | 0.19% | 0.32% | Q2 2013 | Q3 2023 | 42 |
LSV ASSET MANAGEMENT | 42 | 42 | 0.00% | 0.37% | 0.59% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.02% | 0.17% | 0.50% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.02% | 0.10% | 0.21% | Q2 2013 | Q3 2023 | 42 |
GATEWAY INVESTMENT ADVISERS LLC | 42 | 42 | 0.11% | 0.21% | 0.34% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.05% | 0.11% | 0.23% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.01% | 0.12% | 0.33% | Q2 2012 | Q4 2022 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.05% | 0.11% | 0.23% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.00% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.04% | 0.09% | 0.17% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.02% | 0.08% | 0.37% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.22% | 0.78% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.04% | 0.13% | 0.26% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.05% | 0.11% | 0.25% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.02% | 0.08% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Raymond James Financial Services Advisors, Inc. | 34 | 6 | 0.00% | 0.07% | 0.26% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.02% | 0.10% | 0.25% | Q2 2013 | Q3 2023 | 42 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 42 | 42 | 0.01% | 0.18% | 0.61% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.00% | 0.07% | 0.24% | Q2 2013 | Q3 2023 | 42 |
ADELL HARRIMAN & CARPENTER INC | 42 | 42 | 0.15% | 0.86% | 2.03% | Q2 2013 | Q3 2023 | 42 |
RBF Capital, LLC | 42 | 42 | 0.10% | 0.24% | 0.50% | Q2 2013 | Q3 2023 | 42 |
ADAMS NATURAL RESOURCES FUND, INC. | 42 | 42 | 0.24% | 2.15% | 4.30% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.03% | 0.22% | 0.40% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.02% | 0.26% | 0.60% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.01% | 0.13% | 0.71% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.01% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.17% | 0.50% | Q2 2013 | Q3 2023 | 42 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 41 | 41 | 0.05% | 0.12% | 0.24% | Q3 2013 | Q3 2023 | 41 |
Veritable, L.P. | 41 | 41 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2023 | 41 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 41 | 41 | 0.03% | 0.08% | 0.20% | Q3 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.06% | 0.13% | 0.24% | Q3 2013 | Q3 2023 | 41 |
Verition Fund Management LLC | 11 | 1 | 0.00% | 0.06% | 0.26% | Q2 2013 | Q3 2023 | 41 |
BNP Paribas Asset Management Holding S.A. | 41 | 41 | 0.01% | 0.25% | 0.70% | Q3 2013 | Q3 2023 | 41 |
LPL Financial LLC | 27 | 14 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.12% | 0.26% | 0.64% | Q2 2013 | Q3 2023 | 41 |
ASSETMARK, INC | 41 | 41 | 0.00% | 0.01% | 0.07% | Q3 2013 | Q3 2023 | 41 |
Creative Planning | 33 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Private Advisor Group, LLC | 36 | 3 | 0.00% | 0.04% | 0.20% | Q4 2013 | Q3 2023 | 41 |
Grantham, Mayo, Van Otterloo & Co. LLC | 23 | 18 | 0.00% | 0.12% | 0.46% | Q2 2013 | Q3 2023 | 41 |
Daiwa Securities Group Inc. | 22 | 19 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
CIBC WORLD MARKET INC. | 26 | 15 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 41 |
SG Americas Securities, LLC | 33 | 8 | 0.00% | 0.05% | 0.28% | Q2 2013 | Q3 2023 | 41 |
Meiji Yasuda Asset Management Co Ltd. | 27 | 14 | 0.03% | 0.12% | 0.31% | Q2 2013 | Q3 2023 | 41 |
DUPONT CAPITAL MANAGEMENT CORP | 41 | 41 | 0.01% | 0.13% | 0.28% | Q2 2013 | Q2 2023 | 41 |
RAYMOND JAMES TRUST N.A. | 41 | 41 | 0.02% | 0.13% | 0.37% | Q3 2013 | Q3 2023 | 41 |
FARMERS & MERCHANTS INVESTMENTS INC | 41 | 41 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q3 2023 | 41 |
Laurion Capital Management LP | 10 | 1 | 0.00% | 0.20% | 1.44% | Q3 2013 | Q4 2021 | 41 |
Squarepoint Ops LLC | 23 | 1 | 0.00% | 0.08% | 0.49% | Q4 2014 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.02% | 0.17% | 0.63% | Q3 2013 | Q3 2023 | 41 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 41 | 41 | 0.04% | 0.10% | 0.22% | Q3 2013 | Q3 2023 | 41 |
MARCO INVESTMENT MANAGEMENT LLC | 41 | 41 | 0.49% | 1.79% | 2.64% | Q3 2013 | Q3 2023 | 41 |
MACKENZIE FINANCIAL CORP | 38 | 3 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.04% | 0.10% | 0.24% | Q1 2013 | Q3 2023 | 41 |
OPPENHEIMER & CO INC | 40 | 40 | 0.01% | 0.03% | 0.09% | Q4 2013 | Q3 2023 | 40 |
AQR Capital Management | 36 | 1 | 0.04% | 0.46% | 1.14% | Q4 2012 | Q3 2023 | 40 |
VICTORY CAPITAL MANAGEMENT INC | 40 | 40 | 0.02% | 0.14% | 0.46% | Q4 2013 | Q3 2023 | 40 |
Fernwood Investment Management, LLC | 40 | 40 | 0.16% | 0.59% | 1.55% | Q4 2013 | Q3 2023 | 40 |
Bank Pictet & Cie (Europe) AG | 40 | 40 | 0.04% | 0.62% | 2.15% | Q4 2013 | Q3 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.06% | 0.13% | 0.26% | Q3 2013 | Q3 2023 | 40 |
EVERENCE CAPITAL MANAGEMENT INC | 30 | 10 | 0.06% | 0.25% | 0.54% | Q2 2013 | Q3 2023 | 40 |
Tower Research Capital LLC (TRC) | 33 | 7 | 0.00% | 0.03% | 0.21% | Q2 2013 | Q3 2023 | 40 |
BANQUE PICTET & CIE SA | 40 | 40 | 0.10% | 0.62% | 1.91% | Q4 2013 | Q3 2023 | 40 |
INTRUST BANK NA | 37 | 3 | 0.06% | 0.18% | 0.56% | Q2 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.03% | 0.08% | 0.17% | Q4 2013 | Q3 2023 | 40 |
LOOMIS SAYLES & CO L P | 29 | 4 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 40 |
Perigon Wealth Management, LLC | 25 | 1 | 0.04% | 0.83% | 2.16% | Q3 2011 | Q3 2023 | 40 |
SPC Financial, Inc. | 34 | 6 | 0.05% | 0.25% | 1.41% | Q2 2013 | Q3 2023 | 40 |
Smithfield Trust Co | 40 | 40 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q3 2023 | 40 |
PEAK6 Investments LLC | 17 | 2 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 40 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 27 | 2 | 0.00% | 0.03% | 0.31% | Q2 2013 | Q2 2023 | 39 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 39 | 39 | 0.04% | 0.08% | 0.33% | Q1 2014 | Q3 2023 | 39 |
AMALGAMATED BANK | 32 | 7 | 0.04% | 0.11% | 0.26% | Q3 2012 | Q3 2023 | 39 |
SUMITOMO LIFE INSURANCE CO | 39 | 39 | 0.02% | 0.17% | 0.37% | Q1 2014 | Q3 2023 | 39 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 39 | 39 | 0.06% | 0.09% | 0.11% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.03% | 0.08% | 0.26% | Q1 2014 | Q3 2023 | 39 |
COMERICA BANK | 39 | 39 | 0.03% | 0.06% | 0.14% | Q2 2013 | Q4 2022 | 39 |
Janney Montgomery Scott LLC | 29 | 2 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 39 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 28 | 11 | 0.09% | 0.47% | 1.05% | Q2 2013 | Q3 2023 | 39 |
FIRST NATIONAL TRUST CO | 26 | 13 | 0.02% | 0.27% | 0.56% | Q3 2013 | Q3 2023 | 39 |
Cambridge Investment Research Advisors, Inc. | 39 | 39 | 0.01% | 0.02% | 0.07% | Q1 2014 | Q3 2023 | 39 |
WHITTIER TRUST CO | 39 | 39 | 0.00% | 0.06% | 0.31% | Q1 2014 | Q3 2023 | 39 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 18 | 5 | 0.01% | 0.17% | 0.41% | Q2 2013 | Q3 2023 | 39 |
PAYDEN & RYGEL | 38 | 38 | 0.00% | 0.37% | 2.45% | Q1 2014 | Q2 2023 | 38 |
Bowling Portfolio Management LLC | 38 | 38 | 0.18% | 1.01% | 10.94% | Q2 2013 | Q3 2022 | 38 |
FDx Advisors, Inc. | 34 | 4 | 0.01% | 0.08% | 0.23% | Q2 2013 | Q3 2023 | 38 |
EAGLE ASSET MANAGEMENT INC | 27 | 11 | 0.01% | 0.20% | 1.06% | Q3 2013 | Q3 2023 | 38 |
FIRST MANHATTAN CO. LLC. | 35 | 3 | 0.00% | 0.14% | 0.47% | Q2 2013 | Q2 2023 | 38 |
OLD NATIONAL BANCORP /IN/ | 38 | 38 | 0.02% | 0.11% | 0.26% | Q2 2014 | Q3 2023 | 38 |
NATIXIS ADVISORS, L.P. | 22 | 16 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 38 |
BALYASNY ASSET MANAGEMENT L.P. | 6 | 2 | 0.00% | 0.09% | 0.51% | Q2 2014 | Q3 2023 | 38 |
VIKING FUND MANAGEMENT LLC | 23 | 7 | 0.00% | 1.09% | 2.74% | Q2 2013 | Q3 2023 | 38 |
BOKF, NA | 27 | 3 | 0.00% | 0.09% | 0.20% | Q2 2013 | Q3 2023 | 38 |
LAZARD ASSET MANAGEMENT LLC | 29 | 9 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 38 |
BARINGS LLC | 33 | 2 | 0.01% | 0.14% | 0.38% | Q2 2013 | Q3 2023 | 38 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.09% | 0.25% | Q2 2013 | Q1 2017 | 38 |
Laffer Tengler Investments, Inc. | 26 | 12 | 0.02% | 0.48% | 2.28% | Q4 2013 | Q3 2023 | 38 |
Oakworth Capital, Inc. | 38 | 38 | 0.01% | 0.02% | 0.05% | Q2 2014 | Q3 2023 | 38 |
Advisory Services Network, LLC | 27 | 1 | 0.03% | 0.16% | 0.43% | Q4 2013 | Q3 2023 | 38 |
TWO SIGMA ADVISERS, LP | 19 | 3 | 0.00% | 0.28% | 0.96% | Q2 2013 | Q4 2022 | 38 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 38 | 38 | 0.02% | 0.06% | 0.22% | Q2 2014 | Q3 2023 | 38 |
Point72 Asset Management, L.P. | 7 | 1 | 0.00% | 0.07% | 0.92% | Q2 2014 | Q3 2023 | 37 |
Gotham Asset Management, LLC | 21 | 16 | 0.01% | 0.15% | 0.42% | Q1 2014 | Q3 2023 | 37 |
FineMark National Bank & Trust | 25 | 1 | 0.00% | 0.18% | 0.39% | Q2 2013 | Q3 2023 | 37 |
Busey Bank | 37 | 37 | 0.24% | 0.43% | 0.67% | Q3 2014 | Q3 2023 | 37 |
South Dakota Investment Council | 37 | 37 | 0.22% | 0.50% | 0.83% | Q3 2014 | Q3 2023 | 37 |
THOMPSON SIEGEL & WALMSLEY LLC | 21 | 16 | 0.00% | 0.04% | 0.13% | Q3 2013 | Q2 2023 | 37 |
Johnson Financial Group, Inc. | 37 | 37 | 0.00% | 0.11% | 0.31% | Q4 2013 | Q4 2022 | 37 |
IBM Retirement Fund | 36 | 36 | 0.05% | 0.12% | 0.23% | Q2 2013 | Q1 2022 | 36 |
FOSTER & MOTLEY INC | 36 | 36 | 0.20% | 0.60% | 1.03% | Q4 2014 | Q3 2023 | 36 |
PRELUDE CAPITAL MANAGEMENT, LLC | 18 | 1 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 36 |
Sandy Spring Bank | 26 | 10 | 0.00% | 0.04% | 0.10% | Q2 2014 | Q3 2023 | 36 |
State of New Jersey Common Pension Fund D | 19 | 17 | 0.02% | 0.08% | 0.18% | Q2 2014 | Q3 2023 | 36 |
Mork Capital Management, LLC | 36 | 36 | 0.55% | 0.78% | 1.11% | Q4 2014 | Q3 2023 | 36 |
Summit Street Capital Management, LLC | 36 | 36 | 2.22% | 3.31% | 4.11% | Q4 2014 | Q3 2023 | 36 |
HANCOCK WHITNEY CORP | 27 | 9 | 0.01% | 0.23% | 0.71% | Q2 2014 | Q3 2023 | 36 |
LOEWS CORP | 36 | 36 | 0.00% | 0.09% | 0.21% | Q4 2014 | Q3 2023 | 36 |
SENTRY INVESTMENT MANAGEMENT LLC | 24 | 1 | 0.05% | 0.09% | 0.15% | Q2 2013 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.01% | 0.04% | 0.16% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.05% | 0.11% | 0.17% | Q2 2013 | Q1 2022 | 36 |
SVB WEALTH LLC | 36 | 36 | 0.01% | 0.05% | 0.24% | Q4 2014 | Q3 2023 | 36 |
WINTON GROUP Ltd | 19 | 5 | 0.01% | 0.37% | 2.07% | Q2 2014 | Q3 2023 | 36 |
STEPHENS INC /AR/ | 36 | 36 | 0.04% | 0.10% | 0.21% | Q4 2014 | Q3 2023 | 36 |
EATON VANCE MANAGEMENT | 25 | 11 | 0.00% | 0.19% | 1.07% | Q2 2013 | Q3 2022 | 36 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 16 | 7 | 0.00% | 0.01% | 0.14% | Q2 2014 | Q3 2023 | 36 |
Laird Norton Wetherby Wealth Management, LLC | 35 | 35 | 0.02% | 0.06% | 0.10% | Q1 2015 | Q3 2023 | 35 |
ROTHSCHILD INVESTMENT LLC /IL | 30 | 5 | 0.06% | 0.16% | 0.30% | Q4 2014 | Q3 2023 | 35 |
MASSMUTUAL TRUST CO FSB/ADV | 15 | 1 | 0.00% | 0.08% | 0.58% | Q4 2013 | Q4 2023 | 35 |
BURNEY CO/ | 35 | 35 | 0.02% | 0.16% | 0.41% | Q1 2015 | Q3 2023 | 35 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 32 | 3 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q2 2022 | 35 |
JANUS HENDERSON GROUP PLC | 31 | 4 | 0.00% | 0.11% | 0.35% | Q3 2014 | Q3 2023 | 35 |
Bell Bank | 29 | 6 | 0.31% | 0.72% | 1.56% | Q3 2013 | Q3 2023 | 35 |
MILLER HOWARD INVESTMENTS INC /NY | 25 | 1 | 0.01% | 1.61% | 2.57% | Q2 2014 | Q3 2023 | 35 |
PRUDENTIAL PLC | 23 | 5 | 0.00% | 0.30% | 1.29% | Q3 2013 | Q3 2023 | 35 |
JOHNSON INVESTMENT COUNSEL INC | 23 | 3 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 35 |
FIRST MIDWEST BANK TRUST DIVISION | 35 | 35 | 0.12% | 0.29% | 0.82% | Q2 2013 | Q4 2021 | 35 |
ALPS ADVISORS INC | 31 | 4 | 0.18% | 0.27% | 0.38% | Q4 2014 | Q3 2023 | 35 |
Tarbox Family Office, Inc. | 34 | 34 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2022 | 34 |
B. Riley Wealth Advisors, Inc. | 11 | 1 | 0.02% | 0.07% | 0.20% | Q4 2013 | Q3 2023 | 34 |
AMERICAN NATIONAL BANK | 26 | 8 | 0.00% | 0.51% | 1.18% | Q3 2014 | Q3 2023 | 34 |
TWIN CAPITAL MANAGEMENT INC | 29 | 5 | 0.07% | 0.37% | 0.61% | Q2 2013 | Q3 2022 | 34 |
Rehmann Capital Advisory Group | 25 | 9 | 0.01% | 0.09% | 0.22% | Q3 2013 | Q3 2023 | 34 |
MARTINGALE ASSET MANAGEMENT L P | 27 | 7 | 0.00% | 0.28% | 0.57% | Q2 2013 | Q3 2023 | 34 |
ADVISOR PARTNERS LLC | 31 | 3 | 0.06% | 0.11% | 0.20% | Q4 2013 | Q2 2022 | 34 |
FIRST QUADRANT LLC/CA | 27 | 7 | 0.01% | 0.37% | 0.80% | Q2 2013 | Q4 2021 | 34 |
Stanley-Laman Group, Ltd. | 29 | 5 | 0.06% | 0.37% | 0.61% | Q1 2015 | Q3 2023 | 34 |
KWMG, LLC | 34 | 34 | 0.35% | 0.52% | 0.67% | Q2 2015 | Q3 2023 | 34 |
MCKINLEY CAPITAL MANAGEMENT LLC | 34 | 34 | 0.22% | 0.78% | 1.66% | Q2 2013 | Q3 2021 | 34 |
COMMERCE BANK | 25 | 1 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q3 2023 | 34 |
CONNING INC. | 33 | 1 | 0.01% | 0.11% | 0.31% | Q2 2013 | Q4 2021 | 34 |
World Asset Management Inc | 34 | 34 | 0.10% | 0.13% | 0.20% | Q2 2013 | Q3 2021 | 34 |
Meiji Yasuda Life Insurance Co | 34 | 34 | 0.00% | 0.19% | 0.43% | Q2 2013 | Q3 2021 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q3 2023 | 34 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 34 | 34 | 0.05% | 0.15% | 0.27% | Q2 2013 | Q3 2021 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 34 |
CLEAR STREET MARKETS LLC | 7 | 1 | 0.00% | 0.04% | 0.11% | Q3 2013 | Q3 2023 | 34 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 15 | 1 | 0.00% | 0.14% | 0.54% | Q1 2013 | Q3 2023 | 34 |
ACADIAN ASSET MANAGEMENT LLC | 14 | 3 | 0.00% | 0.07% | 1.25% | Q3 2013 | Q3 2023 | 34 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 22 | 12 | 0.16% | 0.81% | 1.55% | Q2 2013 | Q4 2022 | 34 |
Lipe & Dalton | 34 | 34 | 0.23% | 1.94% | 2.86% | Q2 2015 | Q3 2023 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.04% | 0.16% | 0.35% | Q2 2013 | Q3 2021 | 34 |
PUTNAM INVESTMENTS LLC | 27 | 7 | 0.00% | 0.12% | 0.99% | Q2 2013 | Q3 2023 | 34 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 27 | 6 | 0.02% | 0.17% | 0.80% | Q2 2013 | Q3 2023 | 33 |
Stratos Wealth Partners, LTD. | 14 | 2 | 0.01% | 0.04% | 0.19% | Q4 2014 | Q3 2023 | 33 |
TWO SIGMA SECURITIES, LLC | 9 | 1 | 0.00% | 0.04% | 0.72% | Q4 2014 | Q3 2023 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 33 |
PineBridge Investments, L.P. | 33 | 33 | 0.01% | 0.41% | 0.75% | Q2 2013 | Q2 2021 | 33 |
Barnett & Company, Inc. | 18 | 15 | 0.02% | 0.33% | 2.16% | Q2 2013 | Q3 2023 | 33 |
Sculptor Capital LP | 10 | 8 | 0.00% | 0.08% | 0.75% | Q2 2013 | Q3 2023 | 33 |
USCA RIA LLC | 33 | 33 | 0.11% | 0.48% | 0.81% | Q2 2013 | Q2 2021 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2023 | 33 |
Convergence Investment Partners, LLC | 10 | 4 | 0.13% | 0.45% | 0.84% | Q3 2013 | Q3 2023 | 33 |
FINANCIAL COUNSELORS INC | 14 | 6 | 0.01% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 33 |
Tortoise Investment Management, LLC | 24 | 2 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 33 |
CAPITAL CITY TRUST CO/FL | 33 | 33 | 0.18% | 0.51% | 0.82% | Q3 2015 | Q3 2023 | 33 |
AMUNDI ASSET MANAGEMENT US, INC. | 32 | 1 | 0.02% | 0.30% | 1.34% | Q4 2012 | Q1 2021 | 33 |
PGGM Investments | 28 | 5 | 0.02% | 0.21% | 0.49% | Q1 2013 | Q3 2023 | 33 |
QS Investors, LLC | 33 | 33 | 0.01% | 0.12% | 0.42% | Q2 2013 | Q2 2021 | 33 |
SCOTIA CAPITAL INC. | 25 | 1 | 0.00% | 0.05% | 0.19% | Q4 2013 | Q3 2023 | 33 |
PEOPLES FINANCIAL SERVICES CORP. | 27 | 6 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 33 |
Texas Yale Capital Corp. | 33 | 33 | 0.06% | 0.09% | 0.13% | Q3 2015 | Q3 2023 | 33 |
Point72 Hong Kong Ltd | 8 | 1 | 0.00% | 0.07% | 0.38% | Q3 2014 | Q3 2022 | 32 |
Lingohr Asset Management GmbH | 32 | 32 | 0.62% | 1.06% | 1.83% | Q2 2013 | Q1 2021 | 32 |
BANK OF THE WEST | 32 | 32 | 0.08% | 0.18% | 0.30% | Q1 2015 | Q4 2022 | 32 |
VALLEY NATIONAL ADVISERS INC | 31 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 32 |
ENTERPRISE FINANCIAL SERVICES CORP | 32 | 32 | 0.00% | 0.02% | 0.03% | Q3 2013 | Q2 2021 | 32 |
FIL Ltd | 27 | 1 | 0.00% | 0.16% | 0.61% | Q2 2013 | Q3 2021 | 32 |
WESTPAC BANKING CORP | 18 | 1 | 0.03% | 0.51% | 2.64% | Q2 2013 | Q1 2023 | 32 |
CITY HOLDING CO | 31 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 32 |
Perpetual Ltd | 28 | 1 | 0.01% | 0.10% | 0.24% | Q1 2013 | Q3 2023 | 32 |
ClariVest Asset Management LLC | 27 | 1 | 0.00% | 0.62% | 1.37% | Q2 2013 | Q1 2023 | 32 |
ZACKS INVESTMENT MANAGEMENT | 29 | 3 | 0.01% | 0.47% | 0.85% | Q2 2013 | Q3 2023 | 32 |
Carroll Financial Associates, Inc. | 32 | 32 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2021 | 32 |
Gemmer Asset Management LLC | 24 | 8 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q1 2022 | 32 |
ARGI Investment Services, LLC | 32 | 32 | 0.03% | 0.13% | 0.23% | Q1 2015 | Q4 2022 | 32 |
1832 Asset Management L.P. | 12 | 1 | 0.00% | 0.31% | 1.88% | Q2 2013 | Q3 2023 | 32 |
MRJ CAPITAL INC | 32 | 32 | 1.29% | 2.84% | 4.20% | Q1 2014 | Q4 2021 | 32 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.04% | 0.16% | Q4 2015 | Q3 2023 | 31 |
CREDIT AGRICOLE S A | 22 | 9 | 0.00% | 0.21% | 0.91% | Q2 2013 | Q3 2023 | 31 |
Bridgewater Associates | 9 | 1 | 0.00% | 0.11% | 0.54% | Q2 2014 | Q3 2023 | 31 |
FIDUCIARY TRUST CO | 31 | 31 | 0.03% | 0.09% | 0.20% | Q1 2016 | Q3 2023 | 31 |
MEEDER ASSET MANAGEMENT INC | 31 | 31 | 0.00% | 0.33% | 0.66% | Q4 2015 | Q2 2023 | 31 |
WOODMONT INVESTMENT COUNSEL LLC | 31 | 31 | 0.24% | 0.45% | 0.96% | Q1 2016 | Q3 2023 | 31 |
Pictet North America Advisors SA | 15 | 4 | 0.06% | 0.23% | 0.58% | Q4 2014 | Q3 2023 | 31 |
SMITH ASSET MANAGEMENT GROUP LP | 31 | 31 | 0.00% | 0.22% | 1.11% | Q4 2013 | Q2 2021 | 31 |
TRUIST FINANCIAL CORP | 17 | 14 | 0.00% | 0.03% | 0.09% | Q2 2014 | Q3 2023 | 31 |
WEDBUSH SECURITIES INC | 18 | 1 | 0.01% | 0.06% | 0.17% | Q2 2013 | Q3 2023 | 31 |
AJO, LP | 31 | 31 | 0.02% | 0.70% | 1.19% | Q2 2013 | Q4 2020 | 31 |
S&CO INC | 31 | 31 | 0.06% | 0.10% | 0.14% | Q1 2016 | Q3 2023 | 31 |
BROWN BROTHERS HARRIMAN & CO | 19 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 31 |
E&G Advisors, LP | 31 | 31 | 0.15% | 0.27% | 0.59% | Q1 2016 | Q3 2023 | 31 |
PALLADIUM PARTNERS LLC | 28 | 1 | 0.01% | 0.40% | 0.77% | Q4 2013 | Q1 2022 | 31 |
EXANE DERIVATIVES | 31 | 31 | 0.01% | 0.31% | 2.52% | Q4 2014 | Q2 2022 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.04% | 0.09% | 0.16% | Q2 2013 | Q4 2020 | 31 |
Aperio Group, LLC | 31 | 31 | 0.03% | 0.09% | 0.22% | Q2 2013 | Q4 2020 | 31 |
Cetera Advisors LLC | 25 | 1 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q3 2023 | 31 |
State of Alaska, Department of Revenue | 25 | 2 | 0.03% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 31 |
TD ASSET MANAGEMENT INC | 31 | 31 | 0.02% | 0.08% | 0.19% | Q1 2016 | Q3 2023 | 31 |
TORONTO DOMINION BANK | 20 | 1 | 0.00% | 0.02% | 0.08% | Q4 2013 | Q3 2023 | 31 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 27 | 1 | 0.01% | 0.12% | 0.48% | Q2 2014 | Q2 2022 | 31 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 28 | 0.01% | 0.10% | 0.37% | Q4 2016 | Q3 2023 | 31 |
Capital Asset Advisory Services LLC | 13 | 4 | 0.02% | 0.37% | 1.30% | Q4 2015 | Q3 2023 | 30 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 19 | 11 | 0.02% | 0.08% | 0.22% | Q2 2013 | Q3 2023 | 30 |
CINCINNATI FINANCIAL CORP | 30 | 30 | 0.02% | 0.38% | 0.60% | Q2 2016 | Q3 2023 | 30 |
SYNOVUS FINANCIAL CORP | 29 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2022 | 30 |
Cypress Capital Group | 27 | 3 | 0.05% | 0.14% | 0.27% | Q2 2013 | Q4 2022 | 30 |
MOODY NATIONAL BANK TRUST DIVISION | 30 | 30 | 0.02% | 0.06% | 0.09% | Q2 2016 | Q3 2023 | 30 |
Cincinnati Specialty Underwriters Insurance CO | 30 | 30 | 0.40% | 0.69% | 1.16% | Q2 2016 | Q3 2023 | 30 |
MV CAPITAL MANAGEMENT, INC. | 16 | 3 | 0.00% | 0.01% | 0.09% | Q4 2014 | Q3 2023 | 30 |
GUARDIAN CAPITAL ADVISORS LP | 30 | 30 | 0.02% | 0.28% | 0.63% | Q4 2014 | Q1 2022 | 30 |
VALLEY WEALTH MANAGERS, INC. | 30 | 30 | 0.01% | 0.27% | 0.33% | Q2 2016 | Q3 2023 | 30 |
TORRAY INVESTMENT PARTNERS LLC | 30 | 30 | 0.06% | 0.30% | 0.58% | Q2 2016 | Q3 2023 | 30 |
SIT INVESTMENT ASSOCIATES INC | 30 | 30 | 0.00% | 0.29% | 0.76% | Q1 2014 | Q2 2021 | 30 |
Jacobi Capital Management LLC | 30 | 30 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 30 |
Southeast Asset Advisors Inc. | 17 | 13 | 0.04% | 0.06% | 0.10% | Q4 2015 | Q3 2023 | 30 |
SIGNATUREFD, LLC | 23 | 7 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 30 |
CINCINNATI INSURANCE CO | 30 | 30 | 0.86% | 1.44% | 1.87% | Q2 2016 | Q3 2023 | 30 |
CINCINNATI CASUALTY CO | 30 | 30 | 0.81% | 1.18% | 1.74% | Q2 2016 | Q3 2023 | 30 |
Cambria Investment Management, L.P. | 26 | 1 | 0.10% | 0.32% | 0.60% | Q4 2015 | Q3 2023 | 30 |
WBI INVESTMENTS, LLC | 28 | 2 | 0.04% | 0.43% | 1.32% | Q2 2013 | Q3 2023 | 30 |
Geneos Wealth Management Inc. | 30 | 30 | 0.00% | 0.15% | 0.45% | Q2 2016 | Q3 2023 | 30 |
CSU Producer Resources, Inc. | 30 | 30 | 2.77% | 4.61% | 5.92% | Q2 2016 | Q3 2023 | 30 |
Roundview Capital LLC | 30 | 30 | 0.02% | 0.28% | 0.70% | Q2 2016 | Q3 2023 | 30 |
DENALI ADVISORS LLC | 29 | 1 | 0.17% | 1.23% | 2.48% | Q2 2013 | Q3 2023 | 30 |
Tredje AP-fonden | 25 | 4 | 0.02% | 0.09% | 0.23% | Q2 2015 | Q3 2023 | 29 |
SouthState Corp | 29 | 29 | 0.08% | 0.31% | 0.64% | Q3 2016 | Q3 2023 | 29 |
FULTON BANK, N.A. | 28 | 1 | 0.02% | 0.05% | 0.14% | Q3 2016 | Q4 2023 | 29 |
CADENCE BANK NA | 14 | 1 | 0.12% | 0.49% | 0.84% | Q2 2014 | Q2 2022 | 29 |
CADENCE CAPITAL MANAGEMENT LLC | 29 | 29 | 0.09% | 0.31% | 0.68% | Q3 2013 | Q3 2020 | 29 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 29 | 29 | 0.04% | 0.27% | 0.73% | Q2 2013 | Q2 2020 | 29 |
BLAIR WILLIAM & CO/IL | 29 | 29 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 29 |
NewSquare Capital LLC | 28 | 1 | 0.00% | 0.34% | 0.67% | Q3 2013 | Q3 2023 | 29 |
Checchi Capital Advisers, LLC | 16 | 1 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q3 2023 | 29 |
Compagnie Lombard Odier SCmA | 29 | 29 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2023 | 29 |
WHITTIER TRUST CO OF NEVADA INC | 22 | 7 | 0.00% | 0.04% | 0.15% | Q1 2014 | Q3 2023 | 29 |
Pointe Capital Management LLC | 12 | 1 | 0.13% | 0.25% | 0.41% | Q1 2015 | Q1 2023 | 29 |
Hosking Partners LLP | 29 | 29 | 0.13% | 0.21% | 0.48% | Q3 2016 | Q3 2023 | 29 |
CIBC WORLD MARKETS CORP | 28 | 28 | 0.00% | 0.08% | 0.29% | Q4 2016 | Q3 2023 | 28 |
SALEM INVESTMENT COUNSELORS INC | 19 | 9 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 28 |
Centiva Capital, LP | 5 | 4 | 0.00% | 0.04% | 0.34% | Q4 2018 | Q2 2023 | 28 |
ALLSTATE CORP | 13 | 1 | 0.01% | 0.17% | 0.78% | Q4 2013 | Q4 2022 | 28 |
Plante Moran Financial Advisors, LLC | 17 | 2 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2021 | 28 |
BENEDICT FINANCIAL ADVISORS INC | 28 | 28 | 0.13% | 0.59% | 1.06% | Q4 2016 | Q3 2023 | 28 |
CINCINNATI INDEMNITY CO | 28 | 28 | 3.03% | 4.71% | 7.24% | Q4 2016 | Q3 2023 | 28 |
Winch Advisory Services, LLC | 28 | 28 | 0.02% | 0.08% | 0.26% | Q4 2016 | Q3 2023 | 28 |
Legal & General Group Plc | 28 | 28 | 0.05% | 0.09% | 0.15% | Q4 2016 | Q3 2023 | 28 |
Legacy Capital Partners, Inc. | 28 | 28 | 0.24% | 0.88% | 1.43% | Q2 2015 | Q1 2022 | 28 |
KIRR MARBACH & CO LLC /IN/ | 28 | 28 | 1.94% | 3.63% | 4.98% | Q2 2013 | Q1 2020 | 28 |
BP PLC | 10 | 8 | 0.03% | 0.18% | 0.51% | Q4 2013 | Q2 2021 | 28 |
Citizens Business Bank | 28 | 28 | 0.21% | 0.42% | 0.85% | Q4 2016 | Q3 2023 | 28 |
PIEDMONT INVESTMENT ADVISORS INC | 28 | 28 | 0.19% | 0.65% | 2.06% | Q2 2013 | Q1 2020 | 28 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 27 | 27 | 0.24% | 0.37% | 0.58% | Q1 2017 | Q3 2023 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2019 | 27 |
Focused Wealth Management, Inc | 24 | 3 | 0.00% | 0.04% | 0.10% | Q4 2016 | Q3 2023 | 27 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 27 | 27 | 0.00% | 0.07% | 0.24% | Q2 2013 | Q4 2019 | 27 |
Andra AP-fonden | 10 | 2 | 0.04% | 0.18% | 0.38% | Q2 2013 | Q3 2020 | 27 |
First Command Financial Services, Inc. | 27 | 27 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 27 |
First Command Bank | 27 | 27 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2023 | 27 |
WADDELL & REED FINANCIAL INC | 14 | 13 | 0.03% | 0.33% | 0.95% | Q2 2013 | Q1 2020 | 27 |
Dorsey & Whitney Trust CO LLC | 15 | 4 | 0.02% | 0.06% | 0.14% | Q1 2015 | Q3 2023 | 27 |
AMERICAN NATIONAL INSURANCE CO | 27 | 27 | 0.09% | 0.16% | 0.21% | Q3 2015 | Q1 2022 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.01% | 0.03% | 0.06% | Q1 2017 | Q3 2023 | 27 |
REGENTATLANTIC CAPITAL LLC | 16 | 1 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2022 | 27 |
Winslow, Evans & Crocker, Inc. | 27 | 27 | 0.00% | 0.03% | 0.23% | Q2 2014 | Q4 2020 | 27 |
CLEARARC CAPITAL INC | 27 | 27 | 0.10% | 0.27% | 0.64% | Q2 2013 | Q4 2019 | 27 |
AMICA MUTUAL INSURANCE CO | 27 | 27 | 0.10% | 0.18% | 0.26% | Q2 2013 | Q4 2019 | 27 |
First Allied Advisory Services, Inc. | 27 | 27 | 0.02% | 0.19% | 0.41% | Q1 2014 | Q3 2020 | 27 |
Mn Services Vermogensbeheer B.V. | 14 | 3 | 0.05% | 0.11% | 0.17% | Q1 2016 | Q3 2023 | 27 |
ROANOKE ASSET MANAGEMENT CORP/ NY | 27 | 27 | 0.56% | 1.45% | 2.01% | Q3 2013 | Q1 2020 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2019 | 27 |
OPTIMUM INVESTMENT ADVISORS | 25 | 2 | 0.03% | 0.12% | 0.18% | Q4 2014 | Q4 2023 | 27 |
Simplicity Solutions, LLC | 10 | 1 | 0.02% | 0.10% | 0.39% | Q2 2015 | Q3 2023 | 27 |
Hudock, Inc. | 27 | 27 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q3 2022 | 27 |
Renaissance Technologies | 7 | 1 | 0.00% | 0.06% | 0.15% | Q2 2014 | Q3 2023 | 27 |
HOWE & RUSLING INC | 23 | 1 | 0.00% | 1.18% | 4.03% | Q2 2013 | Q3 2022 | 27 |
Advisors Capital Management, LLC | 27 | 27 | 0.17% | 0.39% | 0.68% | Q2 2013 | Q4 2019 | 27 |
Koshinski Asset Management, Inc. | 18 | 3 | 0.00% | 0.15% | 0.30% | Q4 2014 | Q1 2022 | 26 |
HOURGLASS CAPITAL, LLC | 26 | 26 | 0.93% | 1.68% | 2.09% | Q2 2017 | Q3 2023 | 26 |
BOSTON ADVISORS LLC | 26 | 26 | 0.03% | 0.40% | 1.00% | Q2 2013 | Q3 2019 | 26 |
Sompo Asset Management Co., Ltd. | 25 | 1 | 0.09% | 0.57% | 1.09% | Q4 2016 | Q3 2023 | 26 |
Dai-ichi Life Insurance Company, Ltd | 26 | 26 | 0.00% | 0.07% | 0.37% | Q4 2016 | Q1 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.08% | 0.21% | 0.36% | Q2 2013 | Q3 2019 | 26 |
ROCKLAND TRUST CO | 17 | 9 | 0.05% | 0.73% | 2.44% | Q3 2013 | Q3 2023 | 26 |
MARIETTA INVESTMENT PARTNERS LLC | 9 | 2 | 0.08% | 0.74% | 3.06% | Q2 2013 | Q3 2023 | 26 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 16 | 3 | 0.00% | 0.04% | 0.24% | Q2 2013 | Q1 2020 | 26 |
Lido Advisors, LLC | 26 | 26 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.02% | 0.05% | 0.07% | Q3 2016 | Q3 2023 | 26 |
NewEdge Advisors, LLC | 14 | 12 | 0.01% | 0.03% | 0.06% | Q1 2017 | Q3 2023 | 26 |
Freedom Investment Management, Inc. | 16 | 3 | 0.02% | 0.06% | 0.12% | Q3 2015 | Q4 2022 | 26 |
WOLVERINE ASSET MANAGEMENT LLC | 9 | 1 | 0.00% | 0.03% | 0.14% | Q4 2015 | Q3 2023 | 26 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 26 | 26 | 0.04% | 0.27% | 0.92% | Q2 2013 | Q3 2019 | 26 |
NEXT Financial Group, Inc | 13 | 6 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2021 | 26 |
Greystone Managed Investments Inc. | 26 | 26 | 0.10% | 0.38% | 0.69% | Q2 2013 | Q3 2019 | 26 |
DEPRINCE RACE & ZOLLO INC | 26 | 26 | 0.25% | 0.43% | 0.66% | Q2 2017 | Q3 2023 | 26 |
Private Capital Advisors, Inc. | 16 | 10 | 1.11% | 1.75% | 2.31% | Q2 2013 | Q4 2019 | 26 |
MCF Advisors LLC | 16 | 1 | 0.00% | 0.01% | 0.11% | Q4 2013 | Q3 2023 | 26 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 26 | 26 | 0.63% | 1.62% | 3.32% | Q2 2017 | Q3 2023 | 26 |
Hillsdale Investment Management Inc. | 25 | 1 | 0.02% | 0.09% | 0.23% | Q2 2013 | Q4 2019 | 26 |
People's United Financial, Inc. | 26 | 26 | 0.01% | 0.06% | 0.13% | Q3 2013 | Q4 2019 | 26 |
CIGNA INVESTMENTS INC /NEW | 26 | 26 | 0.03% | 0.08% | 0.21% | Q2 2017 | Q3 2023 | 26 |
Employees Retirement System of Texas | 25 | 1 | 0.03% | 0.09% | 0.22% | Q2 2013 | Q2 2020 | 26 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 11 | 1 | 0.01% | 0.17% | 2.30% | Q4 2013 | Q4 2017 | 26 |
INTEGRAL DERIVATIVES, LLC | 17 | 17 | 0.01% | 0.05% | 0.20% | Q4 2013 | Q4 2017 | 25 |
WILLIAMS JONES & ASSOCIATES LLC | 25 | 25 | 0.13% | 0.95% | 3.76% | Q2 2013 | Q2 2019 | 25 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 13 | 12 | 0.06% | 0.28% | 0.97% | Q2 2013 | Q3 2019 | 25 |
MARSHALL WACE, LLP | 12 | 1 | 0.00% | 0.42% | 2.83% | Q2 2013 | Q3 2023 | 25 |
Snowden Capital Advisors LLC | 15 | 2 | 0.02% | 0.09% | 0.26% | Q1 2017 | Q3 2023 | 25 |
abrdn plc | 25 | 25 | 0.02% | 0.06% | 0.17% | Q3 2017 | Q3 2023 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.04% | 0.06% | 0.09% | Q2 2017 | Q2 2023 | 25 |
Corient Capital Partners, LLC | 25 | 25 | 0.02% | 0.25% | 0.62% | Q3 2016 | Q3 2022 | 25 |
Dynamic Advisor Solutions LLC | 25 | 25 | 0.02% | 0.16% | 0.72% | Q3 2017 | Q3 2023 | 25 |
Municipal Employees' Retirement System of Michigan | 20 | 5 | 0.01% | 0.08% | 0.13% | Q3 2013 | Q4 2019 | 25 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 13 | 12 | 0.01% | 0.03% | 0.12% | Q2 2015 | Q3 2023 | 25 |
Amica Retiree Medical Trust | 25 | 25 | 0.09% | 0.17% | 0.24% | Q4 2013 | Q4 2019 | 25 |
WESBANCO BANK INC | 23 | 1 | 0.01% | 0.04% | 0.17% | Q2 2013 | Q4 2019 | 25 |
Capital Investment Advisors, LLC | 25 | 25 | 0.02% | 0.12% | 0.38% | Q4 2017 | Q4 2023 | 25 |
Janney Capital Management LLC | 13 | 12 | 0.52% | 0.71% | 0.95% | Q2 2016 | Q3 2023 | 25 |
Epoch Investment Partners, Inc. | 25 | 25 | 0.02% | 0.47% | 0.72% | Q3 2017 | Q3 2023 | 25 |
OppenheimerFunds, Inc. | 25 | 25 | 0.00% | 0.08% | 0.23% | Q1 2013 | Q1 2019 | 25 |
CWM, LLC | 17 | 8 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 25 |
FIRST MERCANTILE TRUST CO | 14 | 11 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2021 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.07% | 0.18% | 0.50% | Q2 2013 | Q2 2019 | 25 |
Pinnacle Wealth Management Advisory Group, LLC | 16 | 8 | 0.09% | 0.26% | 0.69% | Q1 2016 | Q3 2023 | 24 |
First American Bank | 10 | 1 | 0.12% | 0.52% | 1.22% | Q2 2013 | Q4 2019 | 24 |
Arvest Bank Trust Division | 19 | 5 | 0.02% | 0.43% | 0.73% | Q2 2015 | Q3 2021 | 24 |
Opus Capital Group, LLC | 24 | 24 | 0.05% | 0.11% | 0.15% | Q1 2014 | Q4 2019 | 24 |
METROPOLITAN LIFE INSURANCE CO/NY | 10 | 1 | 0.04% | 0.10% | 0.20% | Q2 2013 | Q3 2023 | 24 |
Archford Capital Strategies, LLC | 13 | 5 | 0.00% | 0.03% | 0.08% | Q1 2014 | Q3 2023 | 24 |
ClearBridge Investments | 12 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 24 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 23 | 1 | 0.02% | 1.46% | 3.99% | Q2 2013 | Q4 2019 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
DUBUQUE BANK & TRUST CO | 24 | 24 | 0.00% | 0.09% | 0.48% | Q2 2013 | Q1 2019 | 24 |
SHELTON CAPITAL MANAGEMENT | 24 | 24 | 0.01% | 0.03% | 0.05% | Q4 2013 | Q3 2019 | 24 |
BB&T SECURITIES, LLC | 24 | 24 | 0.02% | 0.05% | 0.10% | Q4 2013 | Q3 2019 | 24 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.02% | 0.07% | 0.18% | Q4 2017 | Q3 2023 | 24 |
Hexavest Inc. | 16 | 8 | 0.00% | 0.43% | 1.09% | Q2 2013 | Q2 2020 | 24 |
Unison Advisors LLC | 24 | 24 | 0.38% | 0.72% | 0.93% | Q4 2017 | Q3 2023 | 24 |
OmniStar Financial Group, Inc. | 18 | 5 | 0.20% | 1.10% | 3.26% | Q4 2017 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.09% | 0.13% | 0.28% | Q2 2013 | Q1 2019 | 24 |
Foundry Partners, LLC | 22 | 2 | 0.38% | 0.63% | 0.99% | Q2 2016 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 24 |
Lester Murray Antman dba SimplyRich | 24 | 24 | 0.42% | 0.62% | 1.05% | Q4 2017 | Q3 2023 | 24 |
Institute for Wealth Management, LLC. | 20 | 4 | 0.04% | 0.11% | 0.40% | Q3 2017 | Q3 2023 | 24 |
Gryphon Financial Partners LLC | 24 | 24 | 0.31% | 0.46% | 1.16% | Q4 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.04% | 0.19% | 0.52% | Q2 2013 | Q1 2019 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.42% | 0.92% | 1.64% | Q4 2017 | Q3 2023 | 24 |
Kendall Capital Management | 24 | 24 | 0.20% | 0.88% | 2.35% | Q4 2017 | Q3 2023 | 24 |
DT Investment Partners, LLC | 24 | 24 | 0.08% | 0.28% | 0.67% | Q4 2017 | Q3 2023 | 24 |
Lenox Wealth Advisors, LLC | 11 | 3 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2022 | 24 |
TIAA, FSB | 12 | 11 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q2 2023 | 23 |
Silvant Capital Management LLC | 23 | 23 | 0.01% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 23 |
Richard Bernstein Advisors LLC | 16 | 7 | 0.07% | 0.24% | 0.86% | Q2 2013 | Q4 2019 | 23 |
AMICA PENSION FUND BOARD OF TRUSTEES | 23 | 23 | 0.14% | 0.18% | 0.24% | Q2 2013 | Q4 2018 | 23 |
Freestone Capital Holdings, LLC | 23 | 23 | 0.01% | 0.14% | 0.36% | Q2 2015 | Q4 2020 | 23 |
STEEL GROVE CAPITAL ADVISORS, LLC | 23 | 23 | 0.06% | 0.41% | 0.80% | Q1 2018 | Q3 2023 | 23 |
Steward Partners Investment Advisory, LLC | 23 | 23 | 0.01% | 0.03% | 0.18% | Q1 2018 | Q3 2023 | 23 |
Bedel Financial Consulting, Inc. | 23 | 23 | 0.06% | 0.11% | 0.22% | Q4 2017 | Q2 2023 | 23 |
DELPHI MANAGEMENT INC /MA/ | 17 | 2 | 0.72% | 1.06% | 1.26% | Q4 2014 | Q4 2021 | 23 |
Balentine LLC | 8 | 7 | 0.00% | 0.03% | 0.07% | Q2 2016 | Q3 2023 | 23 |
Virtus ETF Advisers LLC | 23 | 23 | 0.00% | 0.48% | 0.84% | Q1 2018 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.00% | 0.06% | 0.12% | Q1 2018 | Q3 2023 | 23 |
Quantbot Technologies LP | 6 | 1 | 0.01% | 0.22% | 0.72% | Q2 2013 | Q3 2023 | 23 |
WINDWARD CAPITAL MANAGEMENT CO /CA | 23 | 23 | 0.15% | 0.22% | 0.28% | Q1 2018 | Q3 2023 | 23 |
Capital World Investors | 23 | 23 | 0.09% | 0.38% | 0.56% | Q4 2016 | Q2 2022 | 23 |
CIM INVESTMENT MANAGEMENT INC | 14 | 9 | 0.13% | 0.24% | 0.47% | Q4 2014 | Q3 2023 | 23 |
Prospera Financial Services Inc | 7 | 1 | 0.00% | 0.05% | 0.13% | Q2 2014 | Q3 2023 | 23 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 23 | 23 | 1.68% | 2.59% | 3.05% | Q2 2017 | Q4 2022 | 23 |
TCW GROUP INC | 15 | 8 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 23 |
Kistler-Tiffany Companies, LLC | 20 | 3 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2023 | 23 |
Connor, Clark & Lunn Investment Management Ltd. | 11 | 1 | 0.01% | 0.05% | 0.16% | Q1 2014 | Q3 2023 | 23 |
Cipher Capital LP | 4 | 1 | 0.02% | 0.41% | 1.24% | Q3 2013 | Q2 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.05% | 0.08% | 0.15% | Q1 2018 | Q3 2023 | 23 |
Gradient Investments LLC | 13 | 2 | 0.00% | 0.01% | 0.05% | Q4 2015 | Q3 2023 | 23 |
Mutual Advisors, LLC | 23 | 23 | 0.04% | 0.06% | 0.09% | Q1 2018 | Q3 2023 | 23 |
CNA FINANCIAL CORP | 23 | 23 | 0.88% | 1.58% | 3.45% | Q1 2015 | Q3 2020 | 23 |
Ifrah Financial Services, Inc. | 23 | 23 | 0.10% | 0.16% | 0.28% | Q2 2014 | Q4 2019 | 23 |
Royal Fund Management, LLC | 10 | 2 | 0.00% | 0.03% | 0.10% | Q4 2016 | Q3 2023 | 23 |
Atria Investments, Inc | 17 | 2 | 0.02% | 0.08% | 0.18% | Q1 2016 | Q3 2023 | 23 |
Avalon Investment & Advisory | 6 | 4 | 0.25% | 0.43% | 0.63% | Q2 2013 | Q2 2022 | 22 |
CAPTRUST FINANCIAL ADVISORS | 19 | 3 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 22 |
WealthTrust Axiom LLC | 22 | 22 | 0.09% | 0.13% | 0.24% | Q2 2018 | Q3 2023 | 22 |
Franklin, Parlapiano, Turner & Welch, LLC | 22 | 22 | 0.11% | 0.20% | 0.37% | Q2 2018 | Q3 2023 | 22 |
WASHINGTON TRUST BANK | 22 | 22 | 0.01% | 0.06% | 0.36% | Q4 2013 | Q1 2019 | 22 |
Smith, Salley & Associates | 22 | 22 | 0.30% | 1.16% | 1.60% | Q4 2014 | Q1 2020 | 22 |
Zebra Capital Management LLC | 21 | 1 | 0.17% | 0.48% | 0.88% | Q2 2013 | Q4 2019 | 22 |
Hartford Financial Management Inc. | 22 | 22 | 0.12% | 0.16% | 0.24% | Q2 2018 | Q3 2023 | 22 |
Transamerica Financial Advisors, Inc. | 10 | 1 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 22 |
FIRST FINANCIAL CORP /IN/ | 22 | 22 | 0.01% | 0.03% | 0.12% | Q3 2013 | Q4 2018 | 22 |
Sigma Planning Corp | 20 | 2 | 0.02% | 0.03% | 0.05% | Q1 2015 | Q1 2023 | 22 |
IMA Wealth, Inc. | 22 | 22 | 0.02% | 0.47% | 0.94% | Q2 2018 | Q3 2023 | 22 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Calamos Advisors LLC | 22 | 22 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q3 2018 | 22 |
Cornerstone Advisors, Inc. | 22 | 22 | 0.00% | 0.02% | 0.08% | Q1 2014 | Q2 2019 | 22 |
CAPITAL ONE, NATIONAL ASSOCIATION | 21 | 1 | 0.04% | 0.44% | 0.94% | Q2 2013 | Q4 2019 | 22 |
Highstreet Asset Management Inc. | 22 | 22 | 0.02% | 0.21% | 0.50% | Q1 2014 | Q2 2019 | 22 |
Cognios Capital, LLC | 22 | 22 | 0.16% | 0.82% | 2.30% | Q4 2014 | Q1 2020 | 22 |
Horizon Kinetics | 22 | 22 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2018 | 22 |
SKBA CAPITAL MANAGEMENT LLC | 22 | 22 | 0.05% | 1.23% | 2.03% | Q2 2013 | Q3 2018 | 22 |
AGF INVESTMENTS INC. | 16 | 6 | 0.00% | 0.32% | 1.34% | Q4 2013 | Q2 2021 | 22 |
Valeo Financial Advisors, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 22 |
Jump Trading, LLC | 5 | 1 | 0.01% | 0.03% | 0.07% | Q4 2013 | Q3 2017 | 22 |
Argent Trust Co | 8 | 1 | 0.01% | 0.12% | 0.27% | Q4 2014 | Q3 2023 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.03% | 0.07% | 0.11% | Q2 2013 | Q3 2018 | 22 |
Vident Investment Advisory, LLC | 9 | 4 | 0.01% | 0.05% | 0.09% | Q4 2014 | Q2 2023 | 22 |
DELTA ASSET MANAGEMENT LLC/TN | 16 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 22 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 8 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 22 |
Sonora Investment Management, LLC | 20 | 1 | 0.00% | 0.32% | 0.92% | Q3 2015 | Q3 2021 | 22 |
AE Wealth Management LLC | 14 | 2 | 0.02% | 0.10% | 0.32% | Q4 2016 | Q3 2023 | 22 |
Versor Investments LP | 9 | 4 | 0.01% | 0.37% | 1.32% | Q3 2017 | Q2 2023 | 22 |
Mariner, LLC | 22 | 22 | 0.00% | 0.09% | 0.28% | Q2 2018 | Q3 2023 | 22 |
ARROW FINANCIAL CORP | 12 | 1 | 0.00% | 0.09% | 0.22% | Q3 2014 | Q3 2023 | 22 |
CenterStar Asset Management, LLC | 4 | 1 | 0.00% | 0.09% | 0.56% | Q4 2017 | Q4 2022 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 21 |
NORDEA INVESTMENT MANAGEMENT AB | 21 | 21 | 0.00% | 0.02% | 0.10% | Q3 2018 | Q3 2023 | 21 |
ROYAL LONDON ASSET MANAGEMENT LTD | 17 | 4 | 0.03% | 0.06% | 0.18% | Q2 2018 | Q3 2023 | 21 |
Achmea Investment Management B.V. | 7 | 1 | 0.04% | 0.22% | 0.60% | Q1 2017 | Q3 2023 | 21 |
Engineers Gate Manager LP | 7 | 1 | 0.02% | 0.09% | 0.27% | Q4 2014 | Q3 2023 | 21 |
LORD, ABBETT & CO. LLC | 12 | 9 | 0.00% | 0.15% | 0.32% | Q2 2013 | Q3 2018 | 21 |
ROPES WEALTH ADVISORS LLC | 19 | 2 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q4 2020 | 21 |
Capital International Investors | 21 | 21 | 0.10% | 0.46% | 1.07% | Q3 2018 | Q3 2023 | 21 |
Sterling Capital Management LLC | 12 | 1 | 0.02% | 0.06% | 0.09% | Q3 2013 | Q3 2019 | 21 |
Lombard Odier Asset Management (Europe) Ltd | 15 | 1 | 0.02% | 0.08% | 0.21% | Q4 2013 | Q4 2019 | 21 |
FRED ALGER MANAGEMENT, LLC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 21 |
NumerixS Investment Technologies Inc | 10 | 3 | 0.02% | 0.34% | 0.81% | Q4 2014 | Q2 2020 | 21 |
PointState Capital LP | 8 | 1 | 0.01% | 2.95% | 9.99% | Q2 2013 | Q2 2022 | 21 |
CHICAGO EQUITY PARTNERS LLC | 13 | 1 | 0.02% | 0.53% | 1.20% | Q2 2013 | Q1 2020 | 21 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 8 | 1 | 0.00% | 0.17% | 0.48% | Q1 2017 | Q3 2023 | 21 |
CORNERCAP INVESTMENT COUNSEL INC | 13 | 1 | 0.07% | 0.54% | 0.90% | Q2 2015 | Q3 2022 | 21 |
Oliver Luxxe Assets LLC | 16 | 5 | 0.39% | 0.67% | 1.11% | Q1 2016 | Q3 2023 | 21 |
CYPRESS ASSET MANAGEMENT INC/TX | 13 | 8 | 0.06% | 0.15% | 0.48% | Q2 2013 | Q3 2018 | 21 |
HERMES INVESTMENT MANAGEMENT LTD | 21 | 21 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2018 | 21 |
Covington Capital Management | 21 | 21 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2022 | 21 |
MARTIN CURRIE LTD | 21 | 21 | 0.08% | 1.09% | 2.97% | Q2 2013 | Q2 2018 | 21 |
Brookstone Capital Management | 11 | 4 | 0.00% | 0.32% | 0.59% | Q4 2014 | Q2 2023 | 21 |
GREENLEAF TRUST | 12 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 21 |
BOURGEON CAPITAL MANAGEMENT LLC | 19 | 2 | 0.01% | 0.81% | 2.54% | Q4 2014 | Q3 2023 | 21 |
Brookmont Capital Management | 21 | 21 | 0.85% | 1.43% | 2.72% | Q4 2014 | Q4 2019 | 21 |
GABLES CAPITAL MANAGEMENT INC. | 13 | 8 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 21 |
KG&L Capital Management,LLC | 20 | 20 | 0.01% | 0.55% | 1.05% | Q4 2018 | Q3 2023 | 21 |
Wills Financial Group, Inc. | 21 | 21 | 0.37% | 1.46% | 2.15% | Q4 2014 | Q4 2019 | 21 |
FULLER & THALER ASSET MANAGEMENT, INC. | 21 | 21 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q2 2018 | 21 |
Zurich Insurance Group Ltd/FI | 10 | 10 | 0.01% | 0.08% | 0.19% | Q2 2017 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.00% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 20 |
ATWOOD & PALMER INC | 19 | 1 | 0.00% | 1.77% | 3.19% | Q1 2014 | Q2 2022 | 20 |
DAVENPORT & Co LLC | 11 | 3 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 20 |
GREENWOOD CAPITAL ASSOCIATES LLC | 8 | 1 | 0.05% | 0.56% | 1.11% | Q2 2013 | Q2 2022 | 20 |
Beech Hill Advisors, Inc. | 12 | 8 | 1.42% | 2.24% | 3.09% | Q2 2013 | Q2 2019 | 20 |
GROUP ONE TRADING, L.P. | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 20 |
RATIONAL ADVISORS LLC | 8 | 1 | 0.00% | 0.13% | 0.45% | Q2 2012 | Q3 2020 | 20 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Mount Yale Investment Advisors, LLC | 20 | 20 | 0.58% | 0.95% | 1.39% | Q1 2018 | Q4 2022 | 20 |
CNB Bank | 20 | 20 | 0.00% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
PATHSTONE FAMILY OFFICE, LLC | 6 | 1 | 0.00% | 0.03% | 0.16% | Q3 2015 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.00% | 0.11% | 0.66% | Q4 2018 | Q3 2023 | 20 |
Shamrock Asset Management LLC | 20 | 20 | 0.16% | 0.30% | 0.70% | Q4 2014 | Q3 2019 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.06% | 0.15% | 0.42% | Q4 2017 | Q3 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2022 | 20 |
ETRADE Capital Management LLC | 11 | 2 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q4 2019 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.13% | 0.18% | 0.26% | Q2 2013 | Q1 2018 | 20 |
ONTARIO TEACHERS PENSION PLAN BOARD | 9 | 1 | 0.00% | 0.05% | 0.15% | Q2 2013 | Q1 2023 | 20 |
GREAT LAKES ADVISORS, LLC | 19 | 1 | 0.01% | 0.04% | 0.13% | Q2 2014 | Q3 2023 | 20 |
Advisory Resource Group | 20 | 20 | 0.07% | 0.75% | 0.99% | Q4 2018 | Q3 2023 | 20 |
AustralianSuper Pty Ltd | 20 | 20 | 0.12% | 1.75% | 3.28% | Q4 2018 | Q3 2023 | 20 |
Old North State Trust, LLC | 14 | 6 | 0.01% | 0.16% | 0.23% | Q3 2018 | Q3 2023 | 20 |
CPWM, LLC | 13 | 1 | 0.06% | 0.10% | 0.26% | Q3 2015 | Q4 2021 | 20 |
EVERMAY WEALTH MANAGEMENT LLC | 20 | 20 | 0.02% | 0.06% | 0.14% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
GRIMES & COMPANY, INC. | 20 | 20 | 0.04% | 1.31% | 2.32% | Q2 2013 | Q1 2018 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.01% | 0.07% | Q4 2018 | Q3 2023 | 20 |
Evercore Wealth Management, LLC | 19 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q2 2018 | 20 |
Old Port Advisors | 18 | 1 | 0.33% | 0.66% | 0.86% | Q2 2018 | Q3 2023 | 20 |
Ninety One UK Ltd | 14 | 6 | 0.00% | 0.40% | 1.28% | Q2 2013 | Q1 2022 | 20 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 16 | 4 | 0.04% | 0.16% | 0.40% | Q1 2016 | Q1 2021 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.03% | 0.10% | Q1 2018 | Q3 2023 | 20 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 6 | 1 | 0.00% | 0.07% | 0.30% | Q4 2014 | Q3 2023 | 20 |
Fort Sheridan Advisors LLC | 20 | 20 | 0.25% | 0.39% | 0.76% | Q4 2018 | Q3 2023 | 20 |
IRIDIAN ASSET MANAGEMENT LLC/CT | 20 | 20 | 0.00% | 1.88% | 3.52% | Q2 2013 | Q1 2018 | 20 |
Wambolt & Associates, LLC | 20 | 20 | 0.16% | 0.38% | 0.64% | Q4 2018 | Q3 2023 | 20 |
BROWN ADVISORY INC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 20 |
AlphaMark Advisors, LLC | 12 | 8 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 20 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 10 | 9 | 0.01% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 19 |
LEUTHOLD GROUP, LLC | 14 | 2 | 0.13% | 0.32% | 0.98% | Q2 2013 | Q3 2018 | 19 |
Inspire Investing, LLC | 15 | 1 | 0.05% | 0.18% | 0.28% | Q4 2017 | Q3 2023 | 19 |
Man Group plc | 10 | 9 | 0.00% | 0.05% | 0.19% | Q1 2018 | Q2 2023 | 19 |
THOMAS WHITE INTERNATIONAL LTD | 12 | 7 | 0.04% | 0.13% | 0.40% | Q2 2013 | Q2 2023 | 19 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.07% | 0.21% | Q1 2014 | Q2 2023 | 19 |
ZWJ INVESTMENT COUNSEL INC | 19 | 19 | 0.05% | 1.03% | 2.01% | Q3 2015 | Q1 2020 | 19 |
Elm Ridge Management, LLC | 19 | 19 | 2.11% | 4.26% | 5.98% | Q1 2019 | Q3 2023 | 19 |
PREMIER ASSET MANAGEMENT LLC | 17 | 2 | 0.12% | 0.32% | 0.51% | Q2 2016 | Q4 2022 | 19 |
SYMPHONY ASSET MANAGEMENT LLC | 19 | 19 | 0.12% | 0.30% | 0.60% | Q2 2013 | Q4 2017 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.02% | 0.03% | 0.09% | Q1 2019 | Q3 2023 | 19 |
Investors Research Corp | 19 | 19 | 0.06% | 0.32% | 0.49% | Q1 2019 | Q3 2023 | 19 |
Itau Unibanco Holding S.A. | 11 | 1 | 0.00% | 0.03% | 0.22% | Q4 2016 | Q1 2023 | 19 |
REILLY FINANCIAL ADVISORS, LLC | 15 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q4 2021 | 19 |
MONETARY MANAGEMENT GROUP INC | 19 | 19 | 0.01% | 0.04% | 0.18% | Q1 2019 | Q3 2023 | 19 |
PITCAIRN CO | 4 | 2 | 0.02% | 0.19% | 0.40% | Q4 2013 | Q4 2019 | 19 |
Wellington Shields Capital Management, LLC | 10 | 9 | 0.06% | 0.19% | 0.45% | Q3 2013 | Q4 2018 | 19 |
Voya Financial Advisors, Inc. | 15 | 2 | 0.02% | 0.03% | 0.11% | Q1 2015 | Q1 2021 | 19 |
ACCIDENT COMPENSATION CORP | 19 | 19 | 0.39% | 0.87% | 1.32% | Q4 2015 | Q2 2020 | 19 |
CULLEN/FROST BANKERS, INC. | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 8 | 1 | 0.00% | 0.18% | 0.54% | Q4 2013 | Q3 2023 | 19 |
CI INVESTMENTS INC. | 9 | 1 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 19 |
CKW FINANCIAL GROUP | 12 | 7 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 19 |
CUMBERLAND ADVISORS INC | 12 | 7 | 0.15% | 0.23% | 0.33% | Q4 2018 | Q3 2023 | 19 |
CROFT-LEOMINSTER INC | 19 | 19 | 0.95% | 1.16% | 1.37% | Q2 2013 | Q4 2017 | 19 |
Kavar Capital Partners, LLC | 18 | 1 | 0.02% | 0.82% | 1.40% | Q4 2013 | Q2 2019 | 19 |
CHARTWELL INVESTMENT PARTNERS, LLC | 19 | 19 | 0.03% | 0.11% | 0.22% | Q2 2014 | Q4 2018 | 19 |
SIR Capital Management, L.P. | 7 | 1 | 0.11% | 1.24% | 2.68% | Q2 2013 | Q2 2021 | 19 |
Ridgewood Investments LLC | 19 | 19 | 0.35% | 0.59% | 0.97% | Q1 2019 | Q3 2023 | 19 |
BALASA DINVERNO & FOLTZ LLC | 9 | 1 | 0.02% | 0.05% | 0.09% | Q1 2015 | Q2 2022 | 19 |
Belpointe Asset Management LLC | 9 | 1 | 0.02% | 0.07% | 0.27% | Q3 2017 | Q3 2023 | 19 |
ROOSEVELT INVESTMENT GROUP LLC | 10 | 1 | 0.01% | 1.53% | 4.42% | Q2 2013 | Q3 2022 | 19 |
Ativo Capital Management LLC | 10 | 9 | 0.39% | 0.93% | 2.53% | Q1 2014 | Q1 2019 | 19 |
Assenagon Asset Management S.A. | 9 | 1 | 0.00% | 0.17% | 1.82% | Q4 2016 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q2 2022 | 19 |
Livforsakringsbolaget Skandia, Omsesidigt | 19 | 19 | 0.13% | 0.17% | 0.25% | Q1 2014 | Q3 2018 | 19 |
Nikko Asset Management Americas, Inc. | 15 | 4 | 0.01% | 0.53% | 1.16% | Q2 2013 | Q2 2018 | 19 |
Artisan Partners Limited Partnership | 11 | 8 | 0.03% | 0.11% | 0.18% | Q3 2013 | Q4 2018 | 19 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 18 | 18 | 0.00% | 0.31% | 0.69% | Q2 2013 | Q3 2017 | 18 |
Bell & Brown Wealth Advisors, LLC | 9 | 1 | 0.42% | 0.56% | 0.82% | Q1 2018 | Q2 2023 | 18 |
Manning & Napier Group, LLC | 14 | 4 | 0.08% | 0.11% | 0.15% | Q4 2017 | Q1 2023 | 18 |
Trilogy Capital Inc. | 16 | 1 | 0.03% | 0.08% | 0.16% | Q4 2017 | Q4 2022 | 18 |
Ferris Capital, LLC | 11 | 3 | 0.07% | 0.26% | 0.56% | Q2 2017 | Q1 2022 | 18 |
DREMAN VALUE MANAGEMENT, L L C | 15 | 1 | 0.00% | 0.42% | 1.34% | Q2 2013 | Q1 2018 | 18 |
Independent Advisor Alliance | 14 | 1 | 0.02% | 0.04% | 0.09% | Q3 2018 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.07% | 0.15% | 0.24% | Q2 2013 | Q3 2017 | 18 |
CSS LLC/IL | 11 | 2 | 0.00% | 0.07% | 0.73% | Q2 2019 | Q3 2023 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2014 | 18 |
TRUST CO OF VERMONT | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 18 |
First Personal Financial Services | 15 | 3 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q4 2019 | 18 |
ALBERT D MASON INC | 18 | 18 | 0.23% | 0.28% | 0.36% | Q3 2019 | Q4 2023 | 18 |
Trexquant Investment LP | 5 | 1 | 0.01% | 0.23% | 0.58% | Q2 2015 | Q3 2023 | 18 |
Sunbelt Securities, Inc. | 11 | 1 | 0.04% | 0.15% | 0.35% | Q1 2015 | Q3 2023 | 18 |
BANCED CORP | 10 | 1 | 0.21% | 0.60% | 1.13% | Q2 2013 | Q4 2018 | 18 |
FMA ADVISORY INC | 18 | 18 | 0.38% | 0.57% | 0.77% | Q1 2017 | Q2 2021 | 18 |
Skylands Capital, LLC | 18 | 18 | 0.02% | 0.15% | 0.24% | Q2 2013 | Q3 2017 | 18 |
Pacer Advisors, Inc. | 12 | 1 | 0.01% | 0.44% | 1.12% | Q4 2013 | Q3 2023 | 18 |
Yorktown Management & Research Co Inc | 10 | 8 | 0.15% | 0.29% | 0.51% | Q3 2013 | Q1 2020 | 18 |
Bragg Financial Advisors, Inc | 18 | 18 | 0.08% | 0.18% | 0.45% | Q2 2015 | Q3 2019 | 18 |
Moors & Cabot, Inc. | 12 | 6 | 0.02% | 0.10% | 0.31% | Q4 2017 | Q3 2023 | 18 |
FORVIS Wealth Advisors, LLC | 14 | 4 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q3 2023 | 18 |
Lumbard & Kellner, LLC | 12 | 6 | 0.10% | 0.14% | 0.23% | Q1 2017 | Q4 2021 | 18 |
GSA CAPITAL PARTNERS LLP | 3 | 1 | 0.03% | 0.12% | 0.32% | Q3 2013 | Q2 2023 | 18 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 18 | 18 | 0.03% | 0.14% | 0.68% | Q1 2013 | Q2 2017 | 18 |
Boston Partners | 6 | 6 | 0.00% | 0.08% | 0.34% | Q2 2013 | Q1 2020 | 18 |
Rafferty Asset Management, LLC | 5 | 1 | 0.00% | 0.06% | 0.44% | Q3 2014 | Q3 2023 | 18 |
Rodgers Brothers Inc. | 12 | 2 | 0.12% | 0.20% | 0.35% | Q3 2017 | Q2 2023 | 18 |
Harel Insurance Investments & Financial Services Ltd. | 17 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2020 | 18 |
Daiwa SB Investments Ltd. | 12 | 6 | 0.03% | 0.59% | 2.46% | Q2 2013 | Q4 2018 | 18 |
Kiltearn Partners LLP | 18 | 18 | 1.67% | 2.69% | 4.57% | Q2 2019 | Q3 2023 | 18 |
NAVELLIER & ASSOCIATES INC | 11 | 1 | 0.01% | 0.16% | 1.74% | Q2 2013 | Q2 2020 | 18 |
Northwest Bancshares, Inc. | 18 | 18 | 0.12% | 0.89% | 1.26% | Q1 2018 | Q2 2022 | 18 |
Vestmark Advisory Solutions, Inc. | 18 | 18 | 0.05% | 0.09% | 0.23% | Q1 2019 | Q2 2023 | 18 |
AFFINITY INVESTMENT ADVISORS, LLC | 6 | 1 | 0.02% | 0.30% | 1.08% | Q2 2015 | Q2 2023 | 18 |
Neuberger Berman Canada ULC | 18 | 18 | 0.18% | 1.17% | 3.04% | Q2 2013 | Q3 2017 | 18 |
Annex Advisory Services, LLC | 18 | 18 | 0.10% | 0.20% | 0.26% | Q1 2015 | Q2 2019 | 18 |
Pendal Group Ltd | 8 | 1 | 0.00% | 0.11% | 0.42% | Q2 2017 | Q4 2022 | 18 |
Cerity Partners LLC | 9 | 8 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 17 |
BerganKDV Wealth Management, LLC | 17 | 17 | 0.00% | 0.08% | 0.40% | Q2 2019 | Q2 2023 | 17 |
Thomas J. Herzfeld Advisors, Inc. | 10 | 7 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2021 | 17 |
Dana Investment Advisors, Inc. | 11 | 6 | 0.08% | 0.61% | 1.38% | Q4 2013 | Q3 2023 | 17 |
Rampart Investment Management Company, LLC | 17 | 17 | 0.03% | 0.20% | 0.88% | Q3 2016 | Q3 2020 | 17 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2021 | 17 |
FORTEM FINANCIAL GROUP, LLC | 17 | 17 | 0.19% | 0.58% | 0.73% | Q3 2019 | Q3 2023 | 17 |
BREWIN DOLPHIN LTD | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2021 | 17 |
Capital Bank & Trust Co | 17 | 17 | 0.00% | 0.01% | 0.05% | Q2 2017 | Q2 2021 | 17 |
HUSSMAN STRATEGIC ADVISORS, INC. | 9 | 1 | 0.02% | 0.44% | 1.21% | Q4 2014 | Q3 2023 | 17 |
VIKING GLOBAL INVESTORS LP | 12 | 1 | 0.11% | 2.63% | 4.80% | Q2 2013 | Q1 2019 | 17 |
CENTRAL BANK & TRUST CO | 10 | 7 | 0.00% | 0.26% | 0.96% | Q4 2017 | Q3 2023 | 17 |
JENNISON ASSOCIATES LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 17 |
Empowered Funds, LLC | 9 | 8 | 0.06% | 0.69% | 1.40% | Q2 2017 | Q3 2023 | 17 |
WINMILL & CO. INC | 17 | 17 | 0.92% | 1.12% | 1.34% | Q3 2019 | Q3 2023 | 17 |
Anchor Bolt Capital, LP | 16 | 1 | 0.15% | 1.98% | 4.72% | Q2 2013 | Q2 2018 | 17 |
PEDDOCK CAPITAL ADVISORS, LLC | 11 | 1 | 0.01% | 0.06% | 0.17% | Q3 2016 | Q3 2023 | 17 |
WEALTHFRONT Corp | 9 | 8 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2018 | 17 |
Century Capital Management, LLC | 17 | 17 | 0.10% | 0.52% | 1.14% | Q2 2013 | Q2 2017 | 17 |
Concourse Capital Management, LLC | 16 | 16 | 1.76% | 2.37% | 3.49% | Q4 2013 | Q3 2017 | 17 |
Global Endowment Management, LP | 17 | 17 | 0.03% | 0.05% | 0.08% | Q3 2015 | Q3 2019 | 17 |
BEACON TRUST CO | 17 | 17 | 1.02% | 1.42% | 1.75% | Q1 2013 | Q1 2017 | 17 |
STEVENS CAPITAL MANAGEMENT LP | 5 | 1 | 0.04% | 0.31% | 1.07% | Q3 2013 | Q3 2023 | 17 |
Wolf Group Capital Advisors | 17 | 17 | 0.71% | 1.23% | 1.60% | Q4 2015 | Q4 2019 | 17 |
HERNDON CAPITAL MANAGEMENT LLC | 17 | 17 | 1.12% | 2.22% | 3.05% | Q2 2013 | Q2 2017 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.01% | 0.08% | 0.14% | Q2 2013 | Q2 2017 | 17 |
10-15 ASSOCIATES, INC. | 10 | 1 | 0.40% | 2.06% | 2.90% | Q1 2015 | Q3 2020 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.06% | 0.08% | 0.12% | Q2 2013 | Q2 2017 | 17 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.08% | 0.17% | Q2 2013 | Q2 2017 | 17 |
Exchange Capital Management, Inc. | 17 | 17 | 0.00% | 0.23% | 0.39% | Q4 2014 | Q4 2018 | 17 |
U S GLOBAL INVESTORS INC | 12 | 1 | 0.00% | 0.72% | 2.05% | Q2 2013 | Q2 2018 | 17 |
Bristlecone Advisors, LLC | 17 | 17 | 0.24% | 0.31% | 0.36% | Q4 2015 | Q4 2019 | 17 |
Edinburgh Partners | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
ST GERMAIN D J CO INC | 17 | 17 | 0.04% | 0.53% | 0.91% | Q4 2015 | Q4 2019 | 17 |
INTACT INVESTMENT MANAGEMENT INC. | 8 | 1 | 0.02% | 0.08% | 0.24% | Q1 2016 | Q3 2022 | 17 |
Wellesley Investment Partners, LLC | 17 | 17 | 0.26% | 0.35% | 0.44% | Q4 2015 | Q4 2019 | 17 |
Realta Investment Advisors | 13 | 4 | 0.06% | 0.10% | 0.13% | Q1 2019 | Q3 2023 | 17 |
HBK INVESTMENTS L P | 7 | 1 | 0.00% | 0.11% | 0.38% | Q4 2013 | Q3 2019 | 17 |
WS MANAGEMENT LLLP | 15 | 15 | 0.17% | 1.87% | 4.04% | Q2 2013 | Q4 2016 | 17 |
AVANTAX ADVISORY SERVICES, INC. | 14 | 1 | 0.01% | 0.01% | 0.05% | Q4 2018 | Q3 2023 | 17 |
ATLAS CAPITAL ADVISORS LLC | 6 | 2 | 0.00% | 0.03% | 0.29% | Q1 2018 | Q3 2023 | 17 |
Field & Main Bank | 9 | 4 | 0.03% | 0.12% | 0.27% | Q4 2017 | Q3 2023 | 17 |
WESPAC Advisors SoCal, LLC | 17 | 17 | 0.08% | 0.13% | 0.18% | Q4 2015 | Q4 2019 | 17 |
American Trust Investment Advisors, LLC | 13 | 4 | 0.44% | 0.92% | 1.82% | Q4 2014 | Q1 2020 | 17 |
Geneva Advisors, LLC | 17 | 17 | 0.01% | 0.49% | 1.74% | Q2 2013 | Q2 2017 | 17 |
Empirical Finance, LLC | 10 | 7 | 0.04% | 0.35% | 1.08% | Q3 2017 | Q1 2023 | 17 |
CHURCHILL MANAGEMENT Corp | 5 | 2 | 0.02% | 0.33% | 0.67% | Q3 2013 | Q2 2021 | 17 |
IHT Wealth Management, LLC | 9 | 1 | 0.02% | 0.08% | 0.27% | Q4 2016 | Q3 2023 | 17 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 17 | 17 | 0.08% | 0.14% | 0.20% | Q1 2016 | Q1 2020 | 17 |
FIRST CITIZENS BANK & TRUST CO | 15 | 2 | 0.02% | 0.64% | 1.48% | Q2 2013 | Q3 2018 | 17 |
Matarin Capital Management, LLC | 15 | 2 | 0.12% | 0.28% | 0.41% | Q4 2015 | Q3 2020 | 17 |
First Bank & Trust | 12 | 4 | 0.00% | 0.21% | 0.91% | Q3 2019 | Q3 2023 | 16 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
ELLINGTON MANAGEMENT GROUP LLC | 7 | 1 | 0.03% | 0.15% | 0.68% | Q3 2013 | Q1 2020 | 16 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 16 | 16 | 0.08% | 0.23% | 0.48% | Q4 2019 | Q3 2023 | 16 |
Schonfeld Strategic Advisors LLC | 5 | 1 | 0.00% | 0.12% | 0.41% | Q1 2016 | Q3 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.73% | 0.89% | 1.29% | Q2 2013 | Q1 2017 | 16 |
QUANTUM CAPITAL MANAGEMENT | 16 | 16 | 0.16% | 0.32% | 0.52% | Q3 2016 | Q2 2020 | 16 |
Vectors Research Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2022 | 16 |
PRIVATE TRUST CO NA | 7 | 2 | 0.01% | 0.03% | 0.05% | Q1 2013 | Q3 2023 | 16 |
FIRST HAWAIIAN BANK | 8 | 1 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 16 |
OPPENHEIMER ASSET MANAGEMENT INC. | 13 | 3 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 16 |
AlphaCrest Capital Management LLC | 16 | 16 | 0.01% | 0.08% | 0.33% | Q4 2018 | Q3 2022 | 16 |
tru Independence LLC | 16 | 16 | 0.01% | 1.47% | 2.09% | Q4 2019 | Q3 2023 | 16 |
Westbourne Investment Advisors, Inc. | 12 | 4 | 0.47% | 1.76% | 2.49% | Q2 2019 | Q3 2023 | 16 |
NEW YORK LIFE TRUST CO | 16 | 16 | 0.49% | 0.62% | 0.69% | Q2 2013 | Q1 2017 | 16 |
CLINTON GROUP INC | 5 | 1 | 0.04% | 0.24% | 0.90% | Q2 2013 | Q2 2018 | 16 |
Vestcor Inc | 16 | 16 | 0.02% | 0.06% | 0.17% | Q4 2019 | Q3 2023 | 16 |
PRIMECAP MANAGEMENT CO/CA/ | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2017 | 16 |
Numeric Investors LLC | 14 | 2 | 0.00% | 0.19% | 1.12% | Q2 2013 | Q4 2017 | 16 |
Holocene Advisors, LP | 4 | 1 | 0.03% | 0.51% | 2.27% | Q4 2017 | Q3 2022 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.02% | 0.07% | 0.20% | Q4 2019 | Q3 2023 | 16 |
Symmetry Partners, LLC | 13 | 3 | 0.05% | 0.05% | 0.07% | Q4 2018 | Q3 2023 | 16 |
Hirtle Callaghan & Co LLC | 10 | 6 | 0.00% | 0.02% | 0.08% | Q3 2013 | Q3 2017 | 16 |
WealthBridge Investment Counsel Inc. | 16 | 16 | 0.92% | 1.16% | 1.88% | Q4 2019 | Q3 2023 | 16 |
Cairn Investment Group, Inc. | 16 | 16 | 0.84% | 1.38% | 2.79% | Q4 2019 | Q3 2023 | 16 |
Integre Asset Management, LLC | 16 | 16 | 0.14% | 0.36% | 2.17% | Q2 2013 | Q1 2017 | 16 |
GLG LLC | 16 | 16 | 0.11% | 0.16% | 0.32% | Q1 2014 | Q4 2017 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Human Investing LLC | 16 | 16 | 0.15% | 0.57% | 1.25% | Q4 2018 | Q3 2022 | 16 |
Assured Investment Management LLC | 10 | 6 | 0.01% | 0.07% | 0.35% | Q1 2015 | Q1 2019 | 16 |
Estabrook Capital Management | 16 | 16 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2023 | 16 |
Glenview Trust Co | 14 | 1 | 0.01% | 0.07% | 0.11% | Q4 2015 | Q3 2023 | 16 |
MU Investments Co., Ltd. | 9 | 2 | 0.00% | 0.13% | 0.28% | Q4 2013 | Q1 2018 | 16 |
Commonwealth Equity Services, Inc | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2017 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.15% | 0.39% | 0.58% | Q4 2019 | Q3 2023 | 16 |
NuWave Investment Management, LLC | 7 | 1 | 0.01% | 0.13% | 0.44% | Q2 2014 | Q3 2022 | 16 |
Virtu KCG Holdings LLC | 8 | 6 | 0.00% | 0.03% | 0.10% | Q3 2013 | Q1 2017 | 16 |
MONROE BANK & TRUST/MI | 16 | 16 | 0.12% | 0.17% | 0.23% | Q3 2015 | Q2 2019 | 16 |
HUTCHINSON CAPITAL MANAGEMENT/CA | 16 | 16 | 1.76% | 2.74% | 3.61% | Q4 2016 | Q3 2020 | 16 |
CX Institutional | 11 | 2 | 0.00% | 0.10% | 0.34% | Q1 2019 | Q3 2023 | 16 |
Choate Investment Advisors | 16 | 16 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2017 | 16 |
BAR HARBOR WEALTH MANAGEMENT | 9 | 2 | 0.03% | 0.10% | 0.22% | Q1 2013 | Q1 2022 | 16 |
Kingfisher Capital LLC | 16 | 16 | 0.12% | 0.70% | 1.10% | Q4 2014 | Q3 2018 | 16 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.12% | 0.16% | 0.21% | Q2 2013 | Q4 2016 | 15 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 15 | 15 | 0.28% | 0.63% | 1.00% | Q4 2014 | Q2 2018 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q4 2016 | 15 |
Rikoon Group, LLC | 15 | 15 | 0.09% | 0.29% | 0.60% | Q3 2016 | Q1 2020 | 15 |
MIDAS MANAGEMENT CORP | 15 | 15 | 0.34% | 1.02% | 1.44% | Q4 2015 | Q2 2019 | 15 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.04% | 0.13% | 0.35% | Q4 2014 | Q3 2023 | 15 |
SEVEN EIGHT CAPITAL, LP | 5 | 1 | 0.01% | 0.39% | 0.90% | Q4 2013 | Q1 2023 | 15 |
Capital International, Inc./CA/ | 13 | 2 | 0.00% | 0.06% | 0.19% | Q4 2019 | Q3 2023 | 15 |
Penserra Capital Management LLC | 10 | 1 | 0.00% | 0.01% | 0.06% | Q1 2018 | Q3 2023 | 15 |
ROCKEFELLER FINANCIAL SERVICES INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2017 | 15 |
BANK PICTET & CIE (ASIA) LTD | 10 | 5 | 0.15% | 0.77% | 2.29% | Q4 2013 | Q1 2018 | 15 |
I.G. INVESTMENT MANAGEMENT, LTD. | 14 | 1 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q3 2017 | 15 |
Sequoia Financial Advisors, LLC | 8 | 7 | 0.03% | 0.11% | 0.25% | Q4 2019 | Q3 2023 | 15 |
Bangor Savings Bank | 14 | 1 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 15 |
Clark Capital Management Group, Inc. | 13 | 2 | 0.04% | 0.71% | 1.33% | Q2 2013 | Q2 2018 | 15 |
YHB Investment Advisors, Inc. | 15 | 15 | 0.08% | 0.11% | 0.16% | Q1 2020 | Q3 2023 | 15 |
ZEKE CAPITAL ADVISORS, LLC | 10 | 1 | 0.01% | 0.07% | 0.11% | Q4 2016 | Q4 2022 | 15 |
FORSTA AP-FONDEN | 15 | 15 | 0.02% | 0.10% | 0.17% | Q1 2020 | Q3 2023 | 15 |
JAMES INVESTMENT RESEARCH INC | 12 | 3 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q4 2019 | 15 |
Eastover Investment Advisors LLC | 15 | 15 | 2.30% | 3.09% | 3.62% | Q1 2020 | Q3 2023 | 15 |
River Road Asset Management, LLC | 15 | 15 | 0.38% | 0.71% | 0.87% | Q3 2016 | Q1 2020 | 15 |
Equitable Holdings, Inc. | 14 | 1 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 15 |
Kinneret Advisory, LLC | 10 | 5 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q3 2022 | 15 |
Virtus Fund Advisers, LLC | 15 | 15 | 0.00% | 0.03% | 0.06% | Q2 2014 | Q4 2017 | 15 |
Hutchin Hill Capital, LP | 10 | 1 | 0.01% | 0.22% | 2.00% | Q3 2013 | Q3 2017 | 15 |
MOTCO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.06% | 0.12% | 0.18% | Q2 2013 | Q4 2016 | 15 |
Cadence Bank | 15 | 15 | 0.43% | 0.73% | 0.98% | Q1 2020 | Q3 2023 | 15 |
CIBC Private Wealth Group, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2022 | 15 |
BANK OF HAWAII | 11 | 1 | 0.02% | 0.09% | 0.25% | Q2 2013 | Q4 2019 | 15 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
LUMINUS MANAGEMENT LLC | 5 | 1 | 0.02% | 0.42% | 1.79% | Q4 2013 | Q1 2019 | 15 |
Corsair Capital Management | 15 | 15 | 0.03% | 0.38% | 1.58% | Q2 2013 | Q4 2016 | 15 |
ALGERT GLOBAL LLC | 6 | 1 | 0.02% | 0.41% | 0.78% | Q2 2016 | Q3 2022 | 15 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 15 | 15 | 0.13% | 0.17% | 0.24% | Q1 2014 | Q3 2017 | 15 |
Sowell Financial Services LLC | 7 | 2 | 0.01% | 0.05% | 0.11% | Q3 2018 | Q2 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.07% | 0.10% | 0.14% | Q2 2013 | Q4 2016 | 15 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 15 | 15 | 0.46% | 0.95% | 1.52% | Q4 2014 | Q2 2018 | 15 |
EAGLE CAPITAL MANAGEMENT LLC | 15 | 15 | 0.00% | 0.74% | 1.56% | Q1 2020 | Q3 2023 | 15 |
FIRST INTERSTATE BANK | 11 | 4 | 0.00% | 0.01% | 0.05% | Q3 2015 | Q4 2019 | 15 |
BlackRock Group LTD | 15 | 15 | 0.12% | 0.18% | 0.26% | Q2 2013 | Q4 2016 | 15 |
AMG Funds LLC | 15 | 15 | 0.30% | 0.95% | 1.91% | Q3 2016 | Q1 2020 | 15 |
Wealthspire Advisors, L.P. | 14 | 1 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q4 2019 | 15 |
Ranger International Management, LP | 15 | 15 | 0.07% | 3.16% | 5.29% | Q4 2013 | Q2 2017 | 15 |
Walleye Capital LLC | 6 | 1 | 0.00% | 0.04% | 0.13% | Q1 2019 | Q3 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q4 2016 | 15 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.15% | 0.24% | 0.34% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Soroban Capital Partners LP | 4 | 4 | 0.46% | 1.56% | 2.97% | Q2 2013 | Q1 2020 | 15 |
M&R CAPITAL MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2023 | 15 |
OAKBROOK INVESTMENTS LLC | 10 | 1 | 0.06% | 0.17% | 0.32% | Q2 2013 | Q4 2019 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.05% | 0.13% | Q2 2016 | Q4 2019 | 15 |
PARK AVENUE SECURITIES LLC | 8 | 2 | 0.00% | 0.03% | 0.06% | Q3 2017 | Q3 2023 | 15 |
ELCO Management Co., LLC | 14 | 1 | 0.17% | 0.94% | 1.16% | Q3 2016 | Q3 2020 | 15 |
HERON FINANCIAL GROUP, LLC | 15 | 15 | 0.59% | 1.01% | 1.23% | Q4 2019 | Q2 2023 | 15 |
CLEARBRIDGE, LLC | 15 | 15 | 1.11% | 1.60% | 2.21% | Q2 2013 | Q4 2016 | 15 |
Procyon Advisors, LLC | 11 | 4 | 0.05% | 0.10% | 0.30% | Q4 2019 | Q3 2023 | 15 |
Citizens National Bank Trust Department | 15 | 15 | 0.13% | 0.31% | 0.51% | Q1 2020 | Q3 2023 | 15 |
PICTET BANK & TRUST Ltd | 10 | 5 | 0.62% | 1.23% | 1.74% | Q4 2013 | Q1 2018 | 15 |
SeaCrest Wealth Management, LLC | 8 | 1 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 15 |
Visionary Asset Management, Inc. | 11 | 1 | 0.00% | 0.86% | 1.09% | Q2 2014 | Q3 2018 | 15 |
Certified Advisory Corp | 11 | 1 | 0.00% | 0.04% | 0.11% | Q4 2017 | Q2 2022 | 15 |
TCTC Holdings, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
MONTAG A & ASSOCIATES INC | 12 | 2 | 0.00% | 0.05% | 0.44% | Q1 2016 | Q3 2023 | 14 |
COLDSTREAM CAPITAL MANAGEMENT INC | 8 | 3 | 0.01% | 0.32% | 0.66% | Q1 2014 | Q3 2023 | 14 |
BOOTHBAY FUND MANAGEMENT, LLC | 8 | 1 | 0.01% | 0.16% | 0.53% | Q4 2014 | Q3 2021 | 14 |
SCOPUS ASSET MANAGEMENT, L.P. | 2 | 1 | 0.06% | 0.16% | 0.44% | Q4 2013 | Q3 2023 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.02% | 0.15% | 0.27% | Q2 2013 | Q3 2016 | 14 |
Wealthstreet Investment Advisors, LLC | 14 | 14 | 0.03% | 0.05% | 0.07% | Q4 2017 | Q1 2021 | 14 |
MANNING & NAPIER ADVISORS LLC | 14 | 14 | 0.02% | 0.03% | 0.07% | Q2 2014 | Q3 2017 | 14 |
Yellowstone Partners, LLC | 12 | 2 | 0.22% | 0.45% | 2.14% | Q4 2013 | Q4 2017 | 14 |
Marshall Wace North America L.P. | 3 | 1 | 0.00% | 0.18% | 1.25% | Q2 2013 | Q3 2021 | 14 |
First Eagle Investment Management, LLC | 14 | 14 | 0.08% | 0.33% | 0.76% | Q2 2013 | Q3 2016 | 14 |
USS Investment Management Ltd | 14 | 14 | 0.08% | 0.10% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Capital Advisory Group Advisory Services, LLC | 7 | 7 | 0.00% | 0.11% | 0.44% | Q1 2018 | Q3 2021 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
IndexIQ Advisors LLC | 10 | 4 | 0.00% | 0.06% | 0.21% | Q1 2018 | Q1 2022 | 14 |
Alaska Permanent Fund Corp | 12 | 2 | 0.01% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 14 |
Gerstein Fisher | 14 | 14 | 0.18% | 0.47% | 0.79% | Q2 2013 | Q3 2016 | 14 |
NIPPON LIFE INSURANCE CO | 14 | 14 | 0.03% | 0.05% | 0.08% | Q2 2014 | Q3 2017 | 14 |
Financial Architects, Inc | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2019 | 14 |
Legacy Private Trust Co. | 14 | 14 | 0.04% | 0.30% | 0.58% | Q4 2013 | Q1 2017 | 14 |
OLD SECOND NATIONAL BANK OF AURORA | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2021 | 14 |
Saiers Capital, LLC | 6 | 6 | 0.01% | 0.12% | 0.42% | Q3 2013 | Q4 2014 | 14 |
Beutel, Goodman & Co Ltd. | 14 | 14 | 0.00% | 0.59% | 1.04% | Q2 2017 | Q3 2020 | 14 |
Founders Capital Management | 13 | 1 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q4 2020 | 14 |
AHL Partners LLP | 14 | 14 | 0.02% | 0.14% | 0.33% | Q3 2014 | Q4 2017 | 14 |
Caption Management, LLC | 3 | 1 | 0.00% | 0.11% | 0.30% | Q3 2020 | Q3 2023 | 14 |
EXCHANGE TRADED CONCEPTS, LLC | 8 | 3 | 0.00% | 0.28% | 3.36% | Q4 2019 | Q4 2023 | 14 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 7 | 2 | 0.00% | 0.03% | 0.06% | Q3 2017 | Q3 2023 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Verdence Capital Advisors LLC | 5 | 2 | 0.04% | 0.13% | 0.26% | Q4 2017 | Q3 2023 | 14 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 7 | 7 | 0.04% | 0.21% | 0.37% | Q2 2013 | Q1 2017 | 14 |
XPONANCE, INC. | 14 | 14 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
NORTHERN CAPITAL MANAGEMENT LLC | 14 | 14 | 0.36% | 0.53% | 0.69% | Q2 2013 | Q3 2016 | 14 |
MERITAGE PORTFOLIO MANAGEMENT | 10 | 1 | 0.14% | 0.41% | 0.65% | Q1 2016 | Q2 2022 | 14 |
WEST PACES ADVISORS INC. | 14 | 14 | 0.00% | 0.34% | 0.45% | Q4 2016 | Q1 2020 | 14 |
DODGE & COX | 14 | 14 | 0.12% | 0.50% | 1.05% | Q2 2020 | Q3 2023 | 14 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 12 | 2 | 0.01% | 0.67% | 1.52% | Q1 2017 | Q1 2021 | 14 |
SRB CORP | 6 | 3 | 0.02% | 0.04% | 0.05% | Q3 2014 | Q3 2020 | 14 |
Barry Investment Advisors, LLC | 13 | 1 | 0.07% | 0.72% | 2.28% | Q4 2014 | Q4 2020 | 14 |
Clarius Group, LLC | 13 | 1 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 14 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 14 |
Financial Management Professionals, Inc. | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
THOMPSON DAVIS & CO., INC. | 9 | 5 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q3 2017 | 14 |
NorthCoast Asset Management LLC | 9 | 1 | 0.01% | 0.59% | 3.86% | Q2 2013 | Q1 2019 | 14 |
DEERE & CO | 14 | 14 | 0.16% | 0.21% | 0.27% | Q2 2013 | Q3 2016 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q3 2016 | 14 |
Global Wealth Management Investment Advisory, Inc. | 9 | 5 | 0.00% | 0.53% | 0.97% | Q4 2018 | Q3 2023 | 14 |
Ellsworth Advisors, LLC | 14 | 14 | 0.77% | 1.17% | 1.51% | Q2 2020 | Q3 2023 | 14 |
Linscomb & Williams, Inc. | 7 | 2 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2023 | 14 |
Virtue Capital Management, LLC | 8 | 2 | 0.05% | 0.22% | 0.49% | Q4 2017 | Q1 2022 | 14 |
Monument Capital Management | 9 | 4 | 0.08% | 0.98% | 1.98% | Q4 2017 | Q3 2023 | 13 |
Redwood Investment Management, LLC | 7 | 2 | 0.10% | 0.32% | 1.04% | Q1 2019 | Q1 2023 | 13 |
Cresset Asset Management, LLC | 9 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 13 |
Capital International Sarl | 13 | 13 | 0.00% | 0.15% | 0.28% | Q4 2019 | Q4 2022 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
PICTET ASSET MANAGEMENT LTD | 12 | 12 | 0.01% | 0.05% | 0.11% | Q3 2018 | Q2 2021 | 13 |
BOENNING & SCATTERGOOD, INC. | 7 | 1 | 0.04% | 0.06% | 0.09% | Q2 2018 | Q4 2022 | 13 |
Ziegler Capital Management, LLC | 11 | 2 | 0.05% | 0.13% | 0.45% | Q2 2013 | Q3 2023 | 13 |
abrdn Investment Management Ltd | 13 | 13 | 0.29% | 1.01% | 1.66% | Q2 2013 | Q2 2016 | 13 |
Western Asset Management Company, LLC | 7 | 1 | 0.00% | 5.02% | 11.81% | Q2 2013 | Q1 2020 | 13 |
Van Hulzen Asset Management, LLC | 8 | 5 | 0.12% | 1.38% | 2.30% | Q4 2016 | Q1 2020 | 13 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 13 | 13 | 0.01% | 0.20% | 0.32% | Q2 2013 | Q2 2016 | 13 |
Proficio Capital Partners LLC | 10 | 3 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q2 2019 | 13 |
KANALY TRUST CO | 13 | 13 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q4 2016 | 13 |
WINTRUST INVESTMENTS LLC | 4 | 2 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.03% | 0.08% | 0.12% | Q3 2020 | Q3 2023 | 13 |
A.R.T. Advisors, LLC | 4 | 1 | 0.08% | 0.25% | 0.56% | Q3 2013 | Q4 2019 | 13 |
VESTOR CAPITAL, LLC | 12 | 1 | 0.37% | 0.82% | 1.92% | Q4 2019 | Q3 2023 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 13 |
SOLARIS ASSET MANAGEMENT LLC | 13 | 13 | 0.76% | 2.41% | 3.05% | Q2 2013 | Q2 2016 | 13 |
Donoghue Forlines LLC | 7 | 6 | 0.29% | 0.92% | 2.10% | Q2 2017 | Q3 2023 | 13 |
COLONY GROUP LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q4 2022 | 13 |
AGF Investments LLC | 10 | 3 | 0.01% | 0.52% | 1.23% | Q1 2018 | Q3 2022 | 13 |
Regal Investment Advisors LLC | 8 | 1 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q3 2023 | 13 |
Parasol Investment Management, LLC | 13 | 13 | 0.03% | 0.04% | 0.04% | Q4 2013 | Q4 2016 | 13 |
Intellectus Partners, LLC | 13 | 13 | 0.10% | 0.25% | 0.35% | Q4 2016 | Q4 2019 | 13 |
Providence Capital Advisors, LLC | 8 | 5 | 0.47% | 0.74% | 0.90% | Q4 2018 | Q3 2023 | 13 |
GENERAL ELECTRIC CO | 12 | 1 | 0.01% | 0.41% | 0.94% | Q2 2013 | Q4 2016 | 13 |
New Potomac Partners, LLC | 13 | 13 | 0.52% | 1.17% | 1.81% | Q4 2017 | Q4 2020 | 13 |
ICON ADVISERS INC/CO | 8 | 2 | 0.03% | 0.60% | 1.34% | Q2 2013 | Q4 2017 | 13 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.02% | 0.14% | 0.72% | Q2 2015 | Q3 2019 | 13 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2016 | 13 |
1st Global Advisors, Inc. | 13 | 13 | 0.03% | 0.06% | 0.14% | Q2 2014 | Q2 2017 | 13 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 11 | 2 | 0.00% | 0.11% | 0.27% | Q4 2019 | Q2 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Origin Asset Management LLP | 9 | 4 | 0.19% | 0.64% | 1.85% | Q2 2014 | Q1 2019 | 13 |
NEWGATE CAPITAL MANAGEMENT LLC | 13 | 13 | 0.46% | 0.73% | 1.28% | Q2 2013 | Q2 2016 | 13 |
Biltmore Wealth Management, LLC | 13 | 13 | 0.31% | 0.54% | 0.83% | Q4 2015 | Q4 2018 | 13 |
Quantitative Investment Management, LLC | 3 | 1 | 0.03% | 0.16% | 0.40% | Q3 2013 | Q3 2023 | 13 |
Caprock Group, LLC | 13 | 13 | 0.10% | 0.18% | 0.30% | Q1 2016 | Q1 2019 | 13 |
Ancora Advisors LLC | 12 | 1 | 0.00% | 0.10% | 0.25% | Q1 2018 | Q2 2023 | 13 |
MEMBERS CAPITAL ADVISORS INC | 13 | 13 | 0.01% | 0.84% | 1.46% | Q3 2020 | Q3 2023 | 13 |
Advisors Preferred, LLC | 5 | 1 | 0.01% | 0.27% | 1.17% | Q4 2013 | Q3 2023 | 13 |
RENAISSANCE GROUP LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
XML Financial, LLC | 8 | 4 | 0.03% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 12 |
swisspartners Advisors Ltd | 12 | 12 | 5.29% | 6.01% | 7.16% | Q4 2020 | Q3 2023 | 12 |
VALICENTI ADVISORY SERVICES INC | 12 | 12 | 1.28% | 1.90% | 2.65% | Q1 2019 | Q4 2021 | 12 |
ANALYTIC INVESTORS, LLC | 10 | 2 | 0.11% | 0.32% | 0.53% | Q2 2013 | Q2 2016 | 12 |
C M BIDWELL & ASSOCIATES LTD | 11 | 1 | 0.05% | 0.64% | 1.82% | Q3 2013 | Q2 2019 | 12 |
WEBSTER BANK, N. A. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 12 |
HENNESSY ADVISORS INC | 12 | 12 | 0.06% | 0.11% | 0.19% | Q1 2015 | Q4 2017 | 12 |
RBO & CO LLC | 12 | 12 | 0.86% | 1.06% | 1.58% | Q4 2020 | Q3 2023 | 12 |
CORNERSTONE ADVISORS INC | 8 | 2 | 0.16% | 0.23% | 0.32% | Q2 2014 | Q4 2018 | 12 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 12 | 12 | 0.03% | 0.06% | 0.14% | Q4 2020 | Q3 2023 | 12 |
TOMPKINS FINANCIAL CORP | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2017 | 12 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
TOWER BRIDGE ADVISORS | 12 | 12 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 12 |
NTV ASSET MANAGEMENT LLC | 7 | 1 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.10% | 0.13% | 0.17% | Q2 2013 | Q1 2016 | 12 |
Legg Mason Asset Management (Japan) Co., Ltd. | 12 | 12 | 0.68% | 0.80% | 0.98% | Q2 2013 | Q1 2016 | 12 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 4 | 1 | 0.01% | 0.10% | 0.37% | Q2 2013 | Q4 2017 | 12 |
Acropolis Investment Management, LLC | 12 | 12 | 0.04% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.06% | 0.18% | 0.26% | Q2 2013 | Q1 2016 | 12 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2020 | 12 |
Visium Asset Management, LP | 12 | 12 | 0.00% | 0.13% | 0.41% | Q2 2013 | Q1 2016 | 12 |
Manchester Capital Management LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2019 | 12 |
Baker Avenue Asset Management, LP | 6 | 2 | 0.00% | 0.08% | 0.28% | Q4 2017 | Q3 2023 | 12 |
MOORE CAPITAL MANAGEMENT, LP | 8 | 1 | 0.01% | 0.16% | 0.48% | Q2 2013 | Q2 2021 | 12 |
VSR Financial Services, Inc. | 12 | 12 | 0.08% | 0.12% | 0.15% | Q3 2013 | Q2 2016 | 12 |
Alyeska Investment Group, L.P. | 3 | 1 | 0.02% | 0.16% | 0.38% | Q4 2013 | Q3 2023 | 12 |
Diversified Trust Co | 8 | 4 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2023 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q1 2021 | 12 |
RiverPark Advisors, LLC | 12 | 12 | 0.14% | 0.53% | 1.19% | Q3 2015 | Q2 2018 | 12 |
HOWARD HUGHES MEDICAL INSTITUTE | 9 | 3 | 0.01% | 0.14% | 0.25% | Q2 2014 | Q2 2017 | 12 |
Allworth Financial LP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 12 |
Horizon Investments, LLC | 7 | 1 | 0.01% | 0.02% | 0.09% | Q2 2019 | Q3 2023 | 12 |
JFS WEALTH ADVISORS, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.03% | 0.10% | 0.20% | Q2 2013 | Q1 2016 | 12 |
SECURIAN ASSET MANAGEMENT, INC | 12 | 12 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q3 2023 | 12 |
GAM SYSTEMATIC LLP | 12 | 12 | 0.01% | 0.14% | 0.39% | Q4 2014 | Q3 2017 | 12 |
Gulf International Bank (UK) Ltd | 12 | 12 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Joel Isaacson & Co., LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q4 2016 | 12 |
CG Asset Management LLC | 12 | 12 | 0.17% | 0.67% | 1.41% | Q1 2014 | Q4 2016 | 12 |
FCF Advisors LLC | 6 | 6 | 0.35% | 0.73% | 1.04% | Q4 2015 | Q4 2023 | 12 |
Dakota Wealth Management | 5 | 1 | 0.01% | 0.18% | 0.76% | Q1 2018 | Q3 2023 | 12 |
IVC Wealth Advisors LLC | 12 | 12 | 0.71% | 0.82% | 1.00% | Q4 2020 | Q3 2023 | 12 |
Bison Wealth, LLC | 12 | 12 | 0.05% | 0.12% | 0.23% | Q4 2020 | Q3 2023 | 12 |
Portman Square Capital LLP | 4 | 4 | 0.01% | 0.30% | 1.35% | Q4 2022 | Q3 2023 | 12 |
Teza Capital Management LLC | 8 | 1 | 0.13% | 0.28% | 0.59% | Q4 2017 | Q4 2022 | 12 |
Integrated Advisors Network LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Grove Bank & Trust | 5 | 3 | 0.01% | 0.07% | 0.17% | Q4 2015 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 12 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 2 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q2 2023 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.09% | 0.24% | 0.47% | Q4 2016 | Q3 2019 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.09% | 0.23% | 0.46% | Q4 2016 | Q3 2019 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.09% | 0.24% | 0.48% | Q4 2016 | Q3 2019 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.12% | 0.31% | 0.62% | Q4 2016 | Q3 2019 | 12 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2017 | 12 |
Pinnacle Bancorp, Inc. | 11 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q2 2021 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
Fluent Financial, LLC | 9 | 3 | 0.50% | 1.32% | 2.46% | Q4 2017 | Q3 2023 | 12 |
Qube Research & Technologies Ltd | 5 | 1 | 0.02% | 0.15% | 0.92% | Q3 2018 | Q3 2023 | 12 |
Paradiem, LLC | 12 | 12 | 1.29% | 1.48% | 1.64% | Q4 2020 | Q3 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Palumbo Wealth Management LLC | 12 | 12 | 0.17% | 0.65% | 0.85% | Q4 2020 | Q3 2023 | 12 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 12 | 12 | 0.26% | 0.40% | 0.58% | Q4 2020 | Q3 2023 | 12 |
Mount Lucas Management LP | 4 | 3 | 0.18% | 1.24% | 3.42% | Q2 2013 | Q1 2023 | 11 |
Weiss Multi-Strategy Advisers LLC | 2 | 1 | 0.01% | 0.60% | 5.76% | Q4 2013 | Q2 2021 | 11 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 3 | 1 | 0.04% | 0.07% | 0.11% | Q4 2018 | Q3 2023 | 11 |
Stolper Co | 11 | 11 | 0.71% | 0.80% | 0.91% | Q1 2020 | Q3 2022 | 11 |
Global X Management CO LLC | 11 | 11 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q2 2018 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q3 2020 | 11 |
Osborn Williams & Donohoe LLC | 11 | 11 | 0.03% | 0.05% | 0.07% | Q1 2017 | Q3 2019 | 11 |
Sciencast Management LP | 3 | 1 | 0.05% | 0.47% | 1.02% | Q4 2015 | Q3 2023 | 11 |
COWA, LLC | 8 | 3 | 0.13% | 0.18% | 0.26% | Q4 2020 | Q3 2023 | 11 |
PDT Partners, LLC | 6 | 1 | 0.02% | 0.17% | 0.75% | Q3 2013 | Q2 2022 | 11 |
HM PAYSON & CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
BBT Capital Management, LLC | 11 | 11 | 0.86% | 1.24% | 1.85% | Q2 2013 | Q4 2015 | 11 |
OFI Advisors LLC | 11 | 11 | 0.22% | 0.25% | 0.28% | Q1 2013 | Q3 2015 | 11 |
Pflug Koory, LLC | 9 | 2 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q2 2021 | 11 |
CITIZENS FINANCIAL GROUP INC/RI | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2020 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.01% | 0.10% | 0.16% | Q2 2013 | Q4 2015 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.01% | 0.22% | 0.81% | Q1 2021 | Q3 2023 | 11 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2021 | 11 |
BALDWIN BROTHERS LLC/MA | 10 | 1 | 0.00% | 0.58% | 1.02% | Q1 2016 | Q2 2023 | 11 |
Bartlett & Co. LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2021 | 11 |
Vanguard Personalized Indexing Management, LLC | 11 | 11 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 11 |
GARGOYLE INVESTMENT ADVISOR L.L.C. | 8 | 3 | 0.26% | 0.95% | 1.59% | Q4 2014 | Q3 2018 | 11 |
Quadrature Capital Ltd | 4 | 1 | 0.02% | 0.24% | 1.06% | Q4 2015 | Q3 2019 | 11 |
LMR Partners LLP | 2 | 1 | 0.00% | 0.15% | 0.62% | Q2 2014 | Q3 2021 | 11 |
Wharton Business Group, LLC | 11 | 11 | 0.02% | 1.16% | 1.72% | Q4 2014 | Q2 2017 | 11 |
BEAM WEALTH ADVISORS, INC. | 11 | 11 | 0.23% | 0.31% | 0.41% | Q1 2021 | Q3 2023 | 11 |
Jackson, Grant Investment Advisers, Inc. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 11 |
SWS Partners | 9 | 2 | 0.07% | 0.96% | 1.83% | Q4 2017 | Q3 2023 | 11 |
Lombard Odier Asset Management (Switzerland) SA | 5 | 2 | 0.02% | 0.06% | 0.16% | Q1 2015 | Q3 2018 | 11 |
Abundance Wealth Counselors | 11 | 11 | 0.06% | 0.35% | 0.80% | Q1 2021 | Q3 2023 | 11 |
Artemis Investment Management LLP | 6 | 2 | 0.03% | 0.66% | 2.39% | Q3 2014 | Q4 2020 | 11 |
Anchor Investment Management, LLC | 9 | 2 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q4 2023 | 11 |
Shorepoint Capital Partners LLC | 9 | 2 | 0.78% | 1.05% | 1.33% | Q4 2020 | Q3 2023 | 11 |
Ohio National Investments, Inc. | 11 | 11 | 0.13% | 0.16% | 0.20% | Q2 2013 | Q4 2015 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Lee Financial Co | 9 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 11 |
Cable Hill Partners, LLC | 7 | 1 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q1 2019 | 11 |
Avior Wealth Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 11 |
L & S Advisors Inc | 6 | 1 | 0.11% | 0.49% | 1.47% | Q1 2014 | Q4 2021 | 11 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 6 | 5 | 0.05% | 0.13% | 0.23% | Q4 2018 | Q3 2023 | 11 |
GRATRY & Co LLC | 11 | 11 | 2.57% | 3.24% | 4.31% | Q4 2013 | Q2 2016 | 11 |
Columbus Macro, LLC | 9 | 1 | 0.06% | 0.93% | 1.79% | Q4 2017 | Q4 2020 | 11 |
M&G INVESTMENT MANAGEMENT LTD | 5 | 2 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 11 |
STRATTON MANAGEMENT CO | 11 | 11 | 0.16% | 0.27% | 0.58% | Q2 2013 | Q4 2015 | 11 |
Stonebridge Capital Advisors LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 11 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7 | 1 | 0.01% | 0.13% | 0.39% | Q3 2016 | Q3 2023 | 11 |
Tidal Investments LLC | 11 | 11 | 0.01% | 0.05% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Point72 Middle East FZE | 4 | 4 | 0.00% | 0.03% | 0.16% | Q4 2022 | Q3 2023 | 11 |
Fieldpoint Private Securities, LLC | 7 | 1 | 0.00% | 0.01% | 0.05% | Q3 2017 | Q2 2022 | 11 |
GLG Partners LP | 5 | 1 | 0.00% | 0.10% | 0.32% | Q2 2013 | Q4 2017 | 11 |
Parkwood LLC | 9 | 2 | 0.05% | 0.40% | 0.71% | Q2 2015 | Q2 2018 | 11 |
Key FInancial Inc | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Cambrian Capital Limited Partnership | 11 | 11 | 1.44% | 3.06% | 4.26% | Q2 2013 | Q4 2015 | 11 |
Impala Asset Management LLC | 5 | 1 | 0.04% | 1.38% | 4.80% | Q1 2014 | Q3 2021 | 11 |
CUE ADVISORY SERVICES, INC. | 11 | 11 | 0.30% | 0.49% | 0.63% | Q1 2016 | Q3 2018 | 11 |
BREMER TRUST NATIONAL ASSOCIATION | 11 | 11 | 0.08% | 0.09% | 0.12% | Q1 2014 | Q3 2016 | 11 |
First Trust Direct Indexing L.P. | 8 | 3 | 0.04% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 11 |
RBA Wealth Management, LLC | 9 | 2 | 0.40% | 0.93% | 1.67% | Q1 2019 | Q1 2022 | 11 |
Bramshill Investments, LLC | 5 | 1 | 0.04% | 0.12% | 0.24% | Q1 2019 | Q3 2023 | 11 |
BLB&B Advisors, LLC | 11 | 11 | 0.04% | 0.06% | 0.07% | Q2 2014 | Q4 2016 | 11 |
LVM CAPITAL MANAGEMENT LTD/MI | 10 | 1 | 0.09% | 0.56% | 1.05% | Q3 2013 | Q3 2016 | 11 |
J.W. COLE ADVISORS, INC. | 10 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q4 2022 | 11 |
SITTNER & NELSON, LLC | 11 | 11 | 0.02% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 11 |
FOX RUN MANAGEMENT, L.L.C. | 4 | 1 | 0.08% | 0.21% | 0.43% | Q4 2015 | Q3 2023 | 11 |
LBA Wealth Management, LLC | 11 | 11 | 0.02% | 0.07% | 0.10% | Q3 2014 | Q1 2017 | 11 |
Graham Capital Management, L.P. | 4 | 1 | 0.01% | 0.56% | 1.84% | Q3 2013 | Q3 2023 | 11 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.01% | 0.19% | 0.59% | Q4 2016 | Q3 2023 | 11 |
Ledyard National Bank | 6 | 1 | 0.00% | 0.24% | 0.76% | Q1 2014 | Q1 2020 | 11 |
OMERS ADMINISTRATION Corp | 6 | 1 | 0.01% | 0.13% | 0.97% | Q2 2013 | Q2 2019 | 11 |
3G Capital Partners | 8 | 3 | 0.77% | 1.59% | 3.00% | Q2 2013 | Q1 2016 | 11 |
GIRARD PARTNERS LTD. | 10 | 1 | 0.01% | 0.12% | 0.25% | Q3 2018 | Q3 2021 | 11 |
Venture Visionary Partners LLC | 11 | 11 | 0.03% | 0.06% | 0.12% | Q1 2021 | Q3 2023 | 11 |
TRUEWEALTH LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 10 |
MetLife Investment Management, LLC | 3 | 1 | 0.04% | 0.05% | 0.07% | Q4 2019 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Te Ahumairangi Investment Management Ltd | 10 | 10 | 0.04% | 0.35% | 0.48% | Q3 2020 | Q4 2022 | 10 |
Blueshift Asset Management, LLC | 4 | 1 | 0.01% | 0.17% | 0.48% | Q4 2018 | Q3 2022 | 10 |
Summit Financial Wealth Advisors, LLC | 10 | 10 | 0.68% | 0.97% | 1.23% | Q3 2017 | Q4 2019 | 10 |
MHI Funds, LLC | 10 | 10 | 2.12% | 2.82% | 3.22% | Q4 2017 | Q1 2020 | 10 |
Traynor Capital Management, Inc. | 8 | 2 | 0.02% | 0.16% | 0.60% | Q1 2020 | Q3 2023 | 10 |
Brinker Capital Investments, LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q2 2022 | 10 |
Concord Wealth Partners | 6 | 4 | 0.00% | 0.04% | 0.18% | Q1 2021 | Q3 2023 | 10 |
CURIAN CAPITAL LLC | 6 | 4 | 0.05% | 0.18% | 0.41% | Q2 2013 | Q4 2015 | 10 |
Semper Trust Co. | 9 | 1 | 0.55% | 0.80% | 0.93% | Q2 2013 | Q4 2015 | 10 |
Avestar Capital, LLC | 7 | 1 | 0.01% | 0.04% | 0.11% | Q4 2017 | Q1 2022 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.08% | 0.19% | 0.24% | Q2 2021 | Q3 2023 | 10 |
TIAA CREF TRUST CO FSB/MO | 10 | 10 | 0.04% | 0.06% | 0.08% | Q4 2014 | Q1 2017 | 10 |
RWA WEALTH PARTNERS, LLC | 9 | 1 | 0.03% | 0.33% | 0.53% | Q1 2017 | Q4 2019 | 10 |
Clear Harbor Asset Management, LLC | 5 | 1 | 0.00% | 0.11% | 0.16% | Q4 2014 | Q3 2023 | 10 |
IEQ CAPITAL, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.02% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 10 |
COHEN & STEERS, INC. | 10 | 10 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q1 2017 | 10 |
HighTower Trust Company, N.A. | 6 | 2 | 0.02% | 0.10% | 0.18% | Q1 2017 | Q1 2022 | 10 |
Apex Capital Management | 10 | 10 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q1 2016 | 10 |
BTC Capital Management, Inc. | 7 | 3 | 0.09% | 0.59% | 0.89% | Q3 2014 | Q1 2020 | 10 |
Csenge Advisory Group | 7 | 3 | 0.00% | 0.07% | 0.20% | Q1 2018 | Q3 2023 | 10 |
Bach Option Ltd | 2 | 1 | 0.15% | 0.58% | 1.27% | Q4 2016 | Q1 2019 | 10 |
Sage Capital Advisors,llc | 8 | 2 | 0.73% | 1.09% | 1.82% | Q2 2017 | Q3 2020 | 10 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 5 | 1 | 0.00% | 0.41% | 1.56% | Q2 2013 | Q3 2021 | 10 |
Family Management Corp | 6 | 1 | 0.11% | 0.83% | 2.42% | Q3 2013 | Q3 2023 | 10 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 10 | 10 | 0.02% | 0.10% | 0.13% | Q2 2021 | Q3 2023 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q1 2019 | 10 |
Van Cleef Asset Management,Inc | 6 | 4 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Orion Portfolio Solutions, LLC | 4 | 3 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 10 |
Fiera Capital Corp | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2018 | 10 |
ASCEND CAPITAL, LLC | 8 | 1 | 0.02% | 0.42% | 1.22% | Q2 2013 | Q4 2017 | 10 |
Euclid Advisors LLC | 6 | 1 | 0.03% | 0.43% | 0.77% | Q2 2013 | Q2 2016 | 10 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 10 | 10 | 0.01% | 0.59% | 0.75% | Q2 2017 | Q3 2019 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.04% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 10 |
Fortis Advisors, LLC | 6 | 4 | 0.01% | 0.06% | 0.12% | Q1 2018 | Q3 2023 | 10 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 6 | 4 | 0.12% | 0.34% | 0.59% | Q1 2019 | Q3 2021 | 10 |
Index Management Solutions, LLC | 10 | 10 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q3 2015 | 10 |
Grace Capital | 10 | 10 | 0.06% | 0.12% | 0.28% | Q2 2018 | Q3 2020 | 10 |
CAXTON ASSOCIATES LP | 3 | 1 | 0.00% | 0.48% | 2.91% | Q3 2013 | Q3 2018 | 10 |
UNIVEST FINANCIAL Corp | 10 | 10 | 0.09% | 0.12% | 0.17% | Q2 2017 | Q3 2019 | 10 |
TURNER INVESTMENTS LLC | 6 | 2 | 0.00% | 0.16% | 0.38% | Q2 2013 | Q1 2016 | 10 |
L2 Asset Management, LLC | 5 | 5 | 0.22% | 0.79% | 1.75% | Q3 2020 | Q3 2023 | 10 |
Vontobel Holding Ltd. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
NFJ INVESTMENT GROUP, LLC | 10 | 10 | 0.09% | 0.45% | 0.78% | Q2 2021 | Q3 2023 | 10 |
SEIZERT CAPITAL PARTNERS, LLC | 10 | 10 | 0.01% | 0.24% | 0.43% | Q4 2014 | Q1 2017 | 10 |
Financial Advisors Network, Inc. | 6 | 1 | 0.07% | 0.10% | 0.15% | Q4 2016 | Q3 2023 | 10 |
MidWestOne Financial Group, Inc. | 7 | 1 | 0.08% | 0.11% | 0.15% | Q2 2019 | Q3 2023 | 10 |
Banco Santander, S.A. | 9 | 1 | 0.03% | 0.14% | 0.37% | Q4 2016 | Q3 2020 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Newbridge Financial Services Group, Inc. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Gideon Capital Advisors, Inc. | 3 | 1 | 0.14% | 0.34% | 0.77% | Q4 2013 | Q2 2019 | 10 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 8 | 2 | 0.01% | 0.16% | 0.37% | Q3 2013 | Q1 2016 | 10 |
RAY GERALD L & ASSOCIATES LTD | 5 | 5 | 0.03% | 0.04% | 0.06% | Q1 2015 | Q3 2017 | 10 |
Ken Stern & Associates, Inc. | 10 | 10 | 0.14% | 0.17% | 0.21% | Q2 2016 | Q3 2018 | 10 |
Capital Innovations LLC | 10 | 10 | 1.83% | 2.17% | 2.92% | Q3 2017 | Q4 2019 | 10 |
New England Research & Management, Inc. | 6 | 2 | 0.17% | 0.44% | 0.88% | Q2 2016 | Q2 2023 | 10 |
Xact Kapitalforvaltning AB | 10 | 10 | 0.06% | 0.17% | 0.24% | Q3 2016 | Q4 2018 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Lodge Hill Capital, LLC | 4 | 2 | 1.44% | 2.92% | 4.17% | Q2 2018 | Q4 2022 | 10 |
Canal Capital Management, LLC | 10 | 10 | 0.60% | 0.79% | 1.00% | Q3 2017 | Q4 2019 | 10 |
Zions Bancorporation | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2018 | 10 |
OXFORD ASSET MANAGEMENT LLP | 3 | 1 | 0.01% | 0.10% | 0.27% | Q2 2013 | Q2 2019 | 9 |
ARDSLEY ADVISORY PARTNERS LP | 7 | 1 | 0.14% | 1.58% | 2.99% | Q2 2013 | Q1 2016 | 9 |
Polaris Wealth Advisory Group, LLC | 6 | 1 | 0.04% | 0.67% | 1.54% | Q2 2013 | Q1 2017 | 9 |
TIVERTON ASSET MANAGEMENT LLC | 9 | 9 | 0.02% | 0.12% | 0.28% | Q3 2017 | Q3 2019 | 9 |
RMR Wealth Builders | 6 | 1 | 0.02% | 0.09% | 0.16% | Q2 2020 | Q3 2023 | 9 |
Zweig-DiMenna Associates LLC | 7 | 1 | 0.01% | 0.12% | 0.84% | Q4 2013 | Q1 2018 | 9 |
NORTH AMERICAN MANAGEMENT CORP | 9 | 9 | 0.07% | 0.15% | 0.21% | Q2 2013 | Q2 2015 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
HL FINANCIAL SERVICES LLC | 6 | 3 | 0.01% | 0.05% | 0.10% | Q1 2014 | Q1 2019 | 9 |
Stone Ridge Asset Management LLC | 9 | 9 | 0.01% | 0.30% | 0.60% | Q4 2017 | Q4 2019 | 9 |
COOKSON PEIRCE & CO INC | 6 | 1 | 0.02% | 0.29% | 0.76% | Q2 2013 | Q2 2022 | 9 |
Kingsview Wealth Management, LLC | 6 | 3 | 0.02% | 0.12% | 0.16% | Q2 2021 | Q3 2023 | 9 |
Chicago Partners Investment Group LLC | 7 | 2 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2018 | 9 |
SRS Capital Advisors, Inc. | 8 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2023 | 9 |
Highlander Capital Management, LLC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Credit Capital Investments LLC | 3 | 3 | 1.22% | 3.06% | 5.94% | Q4 2014 | Q3 2017 | 9 |
IFS Advisors, LLC | 9 | 9 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q4 2023 | 9 |
D L CARLSON INVESTMENT GROUP INC | 9 | 9 | 0.16% | 0.71% | 1.09% | Q2 2013 | Q2 2015 | 9 |
LEVIN CAPITAL STRATEGIES, L.P. | 4 | 1 | 0.00% | 0.02% | 0.08% | Q3 2015 | Q2 2020 | 9 |
JANICZEK WEALTH MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.00% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Pentwater Capital Management LP | 9 | 9 | 0.02% | 1.02% | 2.34% | Q2 2013 | Q2 2015 | 9 |
ADVISORY RESEARCH INC | 7 | 1 | 0.00% | 0.31% | 1.07% | Q1 2014 | Q4 2019 | 9 |
Wealthspire Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.12% | 0.20% | 0.32% | Q2 2013 | Q2 2015 | 9 |
JUNCTURE WEALTH STRATEGIES, LLC | 9 | 9 | 0.14% | 0.25% | 0.35% | Q4 2021 | Q4 2023 | 9 |
American National Registered Investment Advisor, Inc. | 9 | 9 | 0.19% | 0.24% | 0.29% | Q2 2016 | Q2 2018 | 9 |
J. Goldman & Co LP | 2 | 1 | 0.14% | 0.52% | 1.26% | Q4 2013 | Q4 2019 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.04% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 9 |
Ranch Capital Advisors Inc. | 9 | 9 | 0.01% | 0.03% | 0.12% | Q3 2019 | Q3 2021 | 9 |
FAYEZ SAROFIM & CO | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2022 | 9 |
BancFirst Trust & Investment Management | 9 | 9 | 0.12% | 0.16% | 0.20% | Q4 2021 | Q4 2023 | 9 |
COMERICA SECURITIES,INC. | 4 | 2 | 0.01% | 0.05% | 0.12% | Q3 2019 | Q3 2023 | 9 |
Quantitative Systematic Strategies LLC | 5 | 1 | 0.04% | 0.22% | 0.47% | Q1 2015 | Q1 2021 | 9 |
Seminole Management Co., Inc. | 3 | 1 | 0.14% | 0.85% | 2.09% | Q3 2013 | Q1 2018 | 9 |
Glassman Wealth Services | 5 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2020 | 9 |
Cutter & CO Brokerage, Inc. | 5 | 4 | 0.10% | 0.18% | 0.30% | Q4 2014 | Q4 2019 | 9 |
HighPoint Advisor Group LLC | 4 | 1 | 0.02% | 0.05% | 0.14% | Q3 2016 | Q2 2022 | 9 |
COBALT CAPITAL MANAGEMENT, INC. | 6 | 1 | 0.36% | 2.84% | 4.98% | Q2 2013 | Q2 2017 | 9 |
RIVERPARK CAPITAL MANAGEMENT LLC | 9 | 9 | 0.04% | 0.16% | 0.39% | Q4 2018 | Q4 2020 | 9 |
SevenBridge Financial Group, LLC | 9 | 9 | 0.12% | 0.26% | 0.53% | Q2 2016 | Q2 2018 | 9 |
ADVENT CAPITAL MANAGEMENT /DE/ | 4 | 1 | 0.02% | 0.06% | 0.11% | Q4 2016 | Q4 2021 | 9 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 9 | 9 | 0.07% | 0.09% | 0.12% | Q1 2014 | Q1 2016 | 9 |
Hamlin Capital Management, LLC | 5 | 4 | 1.03% | 2.08% | 3.25% | Q2 2013 | Q4 2019 | 9 |
BURKE & HERBERT BANK & TRUST CO | 9 | 9 | 0.22% | 0.32% | 0.39% | Q3 2021 | Q3 2023 | 9 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 6 | 1 | 0.01% | 0.31% | 0.53% | Q1 2015 | Q3 2018 | 9 |
State of Wyoming | 9 | 9 | 0.01% | 0.08% | 0.12% | Q1 2021 | Q1 2023 | 9 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 1 | 0.00% | 0.02% | 0.12% | Q3 2020 | Q3 2023 | 9 |
BAILARD, INC. | 6 | 3 | 0.02% | 0.23% | 0.40% | Q3 2013 | Q3 2018 | 9 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.02% | 0.17% | 0.37% | Q1 2019 | Q3 2023 | 9 |
Shulman DeMeo Asset Management LLC | 8 | 1 | 0.11% | 0.13% | 0.15% | Q2 2021 | Q3 2023 | 9 |
STONERIDGE INVESTMENT PARTNERS LLC | 4 | 2 | 0.19% | 0.40% | 0.62% | Q4 2014 | Q3 2019 | 9 |
VAN ECK ASSOCIATES CORP | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 9 |
Invictus RG | 9 | 9 | 0.02% | 0.44% | 1.16% | Q4 2015 | Q4 2017 | 9 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 9 | 9 | 0.04% | 0.06% | 0.07% | Q1 2014 | Q1 2016 | 9 |
HawsGoodwin Investment Management LLC | 9 | 9 | 0.33% | 0.43% | 0.82% | Q4 2019 | Q4 2021 | 9 |
BENJAMIN EDWARDS INC | 9 | 9 | 0.02% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 9 |
NATIONAL PLANNING CORP | 8 | 1 | 0.01% | 0.10% | 0.15% | Q4 2014 | Q3 2017 | 9 |
Peloton Wealth Strategists | 9 | 9 | 0.72% | 1.67% | 1.92% | Q3 2021 | Q3 2023 | 9 |
Invictus RG Pte. Ltd. | 7 | 2 | 0.19% | 0.59% | 1.15% | Q2 2013 | Q3 2015 | 9 |
PFG Private Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Cumberland Partners Ltd | 9 | 9 | 1.47% | 2.22% | 2.92% | Q1 2017 | Q1 2019 | 9 |
BLACKHILL CAPITAL INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 9 |
Williams Jones Wealth Management, LLC. | 7 | 1 | 0.00% | 0.03% | 0.12% | Q3 2019 | Q1 2023 | 9 |
CASTLEARK MANAGEMENT LLC | 6 | 3 | 0.18% | 0.27% | 0.39% | Q2 2013 | Q4 2015 | 9 |
Sand Hill Global Advisors, LLC | 7 | 2 | 0.04% | 0.40% | 0.54% | Q2 2016 | Q4 2019 | 9 |
ISTHMUS PARTNERS, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2021 | 9 |
swisspartners Ltd. | 9 | 9 | 1.21% | 1.48% | 1.97% | Q4 2020 | Q4 2022 | 9 |
AXIOM INVESTORS LLC /DE | 6 | 3 | 0.50% | 1.22% | 2.27% | Q2 2013 | Q4 2015 | 9 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 9 | 9 | 0.09% | 0.14% | 0.20% | Q3 2021 | Q3 2023 | 9 |
Leonard Rickey Investment Advisors P.L.L.C. | 9 | 9 | 0.21% | 0.26% | 0.32% | Q4 2017 | Q4 2019 | 9 |
Antonetti Capital Management LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
NAPLES GLOBAL ADVISORS, LLC | 9 | 9 | 0.06% | 0.09% | 0.10% | Q3 2021 | Q3 2023 | 9 |
WEXFORD CAPITAL LP | 6 | 1 | 0.02% | 0.56% | 1.20% | Q2 2013 | Q3 2020 | 9 |
WOLFF WIESE MAGANA LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Wahed Invest LLC | 8 | 8 | 0.12% | 0.14% | 0.18% | Q4 2021 | Q3 2023 | 8 |
BAR HARBOR TRUST SERVICES | 8 | 8 | 2.94% | 3.42% | 3.95% | Q4 2016 | Q3 2018 | 8 |
Harvest Fund Management Co., Ltd | 7 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Jacobus Wealth Management, Inc. | 5 | 3 | 0.04% | 0.05% | 0.09% | Q3 2013 | Q4 2015 | 8 |
Lloyd Advisory Services, LLC. | 7 | 1 | 0.00% | 0.02% | 0.12% | Q4 2019 | Q1 2022 | 8 |
CenturyLink Investment Management Co | 6 | 2 | 0.11% | 0.45% | 0.70% | Q3 2013 | Q2 2016 | 8 |
CoreFirst Bank & Trust | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Fusion Capital, LLC | 8 | 8 | 1.60% | 2.19% | 2.64% | Q4 2021 | Q3 2023 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
WASHINGTON TRUST Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 8 |
PERSONAL CFO SOLUTIONS, LLC | 8 | 8 | 0.13% | 0.17% | 0.22% | Q4 2021 | Q3 2023 | 8 |
RPG Investment Advisory, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 8 |
Gilbert & Cook, Inc. | 7 | 1 | 0.05% | 0.06% | 0.08% | Q2 2017 | Q2 2022 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.18% | 0.21% | 0.26% | Q2 2013 | Q1 2015 | 8 |
JCIC Asset Management Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 8 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.00% | 0.23% | 0.68% | Q4 2019 | Q3 2023 | 8 |
ArchPoint Investors | 4 | 4 | 0.06% | 0.20% | 0.34% | Q2 2013 | Q4 2019 | 8 |
TIEDEMANN ADVISORS, LLC | 6 | 2 | 0.02% | 0.03% | 0.06% | Q1 2017 | Q4 2019 | 8 |
Braun-Bostich & Associates Inc. | 8 | 8 | 0.03% | 0.41% | 0.62% | Q1 2018 | Q4 2019 | 8 |
Sageworth Trust Co | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.06% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Siemens Fonds Invest GmbH | 5 | 3 | 0.02% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 8 |
Castleview Partners, LLC | 6 | 1 | 0.02% | 0.12% | 0.20% | Q2 2021 | Q3 2023 | 8 |
Verity & Verity, LLC | 8 | 8 | 0.90% | 1.10% | 1.35% | Q4 2021 | Q3 2023 | 8 |
Paragon Capital Management Ltd | 5 | 1 | 0.05% | 0.12% | 0.17% | Q4 2017 | Q3 2023 | 8 |
Avidian Wealth Solutions, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
BRAUN STACEY ASSOCIATES INC | 8 | 8 | 0.58% | 0.76% | 1.06% | Q3 2014 | Q2 2016 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Eagle Ridge Investment Management | 8 | 8 | 0.11% | 0.14% | 0.17% | Q3 2015 | Q2 2017 | 8 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 4 | 2 | 0.01% | 0.07% | 0.23% | Q1 2019 | Q3 2023 | 8 |
GAM Holding AG | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q3 2019 | 8 |
Marathon Asset Management Ltd | 8 | 8 | 0.81% | 1.02% | 1.20% | Q4 2021 | Q3 2023 | 8 |
Anqa Management LLC | 8 | 8 | 0.07% | 0.09% | 0.10% | Q3 2020 | Q2 2022 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.22% | 0.29% | 0.38% | Q4 2021 | Q3 2023 | 8 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 8 | 8 | 0.03% | 0.14% | 0.19% | Q2 2013 | Q1 2015 | 8 |
AMF Tjanstepension AB | 4 | 4 | 0.13% | 0.22% | 0.37% | Q2 2018 | Q1 2022 | 8 |
Princeton Alpha Management LP | 3 | 1 | 0.09% | 0.47% | 1.01% | Q4 2013 | Q4 2016 | 8 |
AGF Investments America Inc. | 8 | 8 | 0.09% | 0.20% | 0.32% | Q4 2013 | Q3 2015 | 8 |
OSSIAM | 5 | 1 | 0.00% | 0.06% | 0.17% | Q1 2019 | Q3 2023 | 8 |
Twelve Points Wealth Management LLC | 8 | 8 | 0.31% | 0.58% | 0.73% | Q4 2021 | Q3 2023 | 8 |
ARVEST TRUST CO N A | 8 | 8 | 0.05% | 0.11% | 0.16% | Q4 2021 | Q3 2023 | 8 |
CONGRESS ASSET MANAGEMENT CO /MA | 8 | 8 | 0.02% | 0.04% | 0.10% | Q3 2017 | Q2 2019 | 8 |
Lifeworks Advisors, LLC | 8 | 8 | 0.37% | 0.58% | 0.78% | Q4 2021 | Q3 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Western Wealth Management, LLC | 7 | 1 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 8 |
AMG National Trust Bank | 8 | 8 | 0.03% | 0.06% | 0.08% | Q2 2019 | Q1 2021 | 8 |
KEMPNER CAPITAL MANAGEMENT INC. | 8 | 8 | 1.32% | 1.44% | 1.55% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Capital Advisors, Ltd. LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 8 |
Bellwether Advisors, LLC | 7 | 1 | 0.00% | 0.02% | 0.14% | Q1 2021 | Q3 2023 | 8 |
Ionic Capital Management LLC | 3 | 2 | 0.02% | 0.09% | 0.25% | Q2 2013 | Q4 2016 | 8 |
Wagner Wealth Management, LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2022 | 8 |
Columbus Hill Capital Management, L.P. | 2 | 1 | 0.11% | 1.22% | 3.63% | Q2 2013 | Q1 2022 | 8 |
Alan B Lancz & Associates, Inc. | 8 | 8 | 0.29% | 0.34% | 0.39% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q2 2023 | 8 |
One Wealth Advisors, LLC | 7 | 1 | 0.01% | 0.53% | 0.77% | Q4 2017 | Q4 2022 | 8 |
Disciplined Investments, LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 8 |
Icon Wealth Partners, LLC | 3 | 1 | 0.01% | 0.03% | 0.08% | Q4 2017 | Q3 2023 | 8 |
ELEMENT CAPITAL MANAGEMENT LLC | 7 | 1 | 0.02% | 0.09% | 0.14% | Q2 2015 | Q3 2019 | 8 |
North Star Investment Management Corp. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 8 |
JACKSON SQUARE CAPITAL, LLC | 5 | 1 | 0.01% | 0.32% | 0.99% | Q4 2019 | Q2 2022 | 8 |
Bogart Wealth, LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2023 | 8 |
Sonora Investment Management Group, LLC | 8 | 8 | 0.76% | 0.92% | 1.03% | Q4 2021 | Q3 2023 | 8 |
Aurora Investment Counsel | 8 | 8 | 0.93% | 1.01% | 1.12% | Q4 2021 | Q3 2023 | 8 |
Palo Capital, Inc. | 8 | 8 | 0.27% | 0.68% | 1.11% | Q2 2015 | Q1 2017 | 8 |
FLC Capital Advisors | 5 | 3 | 0.08% | 0.15% | 0.24% | Q4 2018 | Q2 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.03% | 0.08% | 0.15% | Q4 2021 | Q3 2023 | 8 |
CAPITAL INTERNATIONAL LTD /CA/ | 8 | 8 | 0.06% | 0.37% | 0.82% | Q4 2019 | Q3 2021 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Inspire Advisors, LLC | 7 | 1 | 0.06% | 0.10% | 0.22% | Q4 2020 | Q3 2023 | 8 |
GUERRA PAN ADVISORS, LLC | 8 | 8 | 0.26% | 0.32% | 0.36% | Q4 2021 | Q3 2023 | 8 |
AUA CAPITAL MANAGEMENT, LLC | 6 | 2 | 0.00% | 0.03% | 0.06% | Q4 2016 | Q4 2020 | 8 |
HRS Investment Holdings, LLC | 8 | 8 | 0.42% | 0.97% | 1.48% | Q4 2015 | Q3 2017 | 8 |
City State Bank | 8 | 8 | 0.05% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 8 |
DELTEC ASSET MANAGEMENT LLC | 7 | 1 | 0.05% | 0.41% | 0.89% | Q2 2013 | Q2 2015 | 8 |
Bayesian Capital Management, LP | 3 | 1 | 0.05% | 0.15% | 0.40% | Q2 2016 | Q4 2022 | 8 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 8 | 8 | 1.40% | 1.97% | 2.57% | Q3 2013 | Q2 2015 | 8 |
KRAEMATON INVESTMENT ADVISORS, INC | 8 | 8 | 0.73% | 0.87% | 0.99% | Q4 2021 | Q3 2023 | 8 |
Lumature Wealth Partners, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
ANCHOR CAPITAL ADVISORS LLC | 8 | 8 | 0.01% | 0.14% | 0.21% | Q4 2014 | Q3 2016 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.01% | 0.51% | 1.14% | Q4 2021 | Q3 2023 | 8 |
ALBION FINANCIAL GROUP /UT | 3 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q2 2023 | 8 |
Maven Securities LTD | 3 | 2 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN CAPITAL LP | 5 | 3 | 0.01% | 0.09% | 0.16% | Q2 2015 | Q1 2018 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
Ascent Group, LLC | 8 | 8 | 0.09% | 0.19% | 0.25% | Q4 2021 | Q3 2023 | 8 |
apricus wealth, LLC | 8 | 8 | 0.44% | 1.56% | 2.36% | Q4 2021 | Q3 2023 | 8 |
YorkBridge Wealth Partners, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2019 | 8 |
CARLSON CAPITAL L P | 6 | 1 | 0.10% | 0.28% | 0.68% | Q4 2013 | Q2 2021 | 8 |
Brookfield Asset Management | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2022 | 8 |
Airain ltd | 5 | 1 | 0.13% | 0.40% | 0.69% | Q3 2013 | Q2 2016 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
AMERICAN FINANCIAL GROUP INC | 4 | 3 | 0.23% | 0.61% | 1.05% | Q4 2014 | Q3 2016 | 7 |
Neo Ivy Capital Management | 3 | 1 | 0.21% | 0.38% | 0.62% | Q4 2018 | Q3 2023 | 7 |
Community Bank, N.A. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2023 | 7 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 6 | 1 | 0.06% | 0.06% | 0.07% | Q1 2021 | Q3 2023 | 7 |
Friedberg Investment Management | 7 | 7 | 0.99% | 1.11% | 1.28% | Q4 2013 | Q2 2015 | 7 |
STERNE AGEE GROUP, INC. | 5 | 2 | 0.08% | 0.34% | 0.49% | Q2 2013 | Q1 2015 | 7 |
SteelPeak Wealth, LLC | 4 | 1 | 0.01% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 7 |
Alpha Paradigm Partners, LLC | 3 | 1 | 0.01% | 0.05% | 0.12% | Q4 2020 | Q4 2022 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 7 |
GW HENSSLER & ASSOCIATES LTD | 5 | 2 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q1 2022 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q2 2021 | 7 |
TRILOGY GLOBAL ADVISORS LP | 7 | 7 | 0.53% | 0.74% | 1.01% | Q1 2015 | Q3 2016 | 7 |
U.S. Capital Wealth Advisors, LLC | 7 | 7 | 0.13% | 0.16% | 0.20% | Q3 2021 | Q1 2023 | 7 |
Vantage Investment Advisors, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2018 | 7 |
HANSEATIC MANAGEMENT SERVICES INC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 7 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 7 | 7 | 0.12% | 0.16% | 0.22% | Q4 2020 | Q2 2022 | 7 |
Front Row Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
Foresight Wealth Management, LLC | 7 | 7 | 0.01% | 0.15% | 0.22% | Q1 2021 | Q3 2022 | 7 |
My Legacy Advisors, LLC | 7 | 7 | 0.11% | 0.24% | 0.34% | Q1 2022 | Q3 2023 | 7 |
Arkadios Wealth Advisors | 5 | 2 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2021 | 7 |
Polianta Ltd | 6 | 1 | 0.34% | 0.46% | 0.66% | Q1 2017 | Q1 2019 | 7 |
Ellevest, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2023 | 7 |
TradeLink Global Equity LLC | 7 | 7 | 0.26% | 0.48% | 1.30% | Q2 2013 | Q4 2014 | 7 |
COLUMBUS CIRCLE INVESTORS | 7 | 7 | 0.59% | 0.90% | 1.34% | Q2 2013 | Q4 2014 | 7 |
BEACON FINANCIAL GROUP | 4 | 3 | 0.03% | 0.07% | 0.11% | Q3 2015 | Q1 2020 | 7 |
Canton Hathaway, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 7 |
GMT CAPITAL CORP | 6 | 1 | 0.95% | 1.23% | 1.36% | Q2 2013 | Q3 2021 | 7 |
Range Financial Group LLC | 7 | 7 | 0.42% | 0.53% | 0.68% | Q1 2021 | Q3 2022 | 7 |
ATALANTA SOSNOFF CAPITAL, LLC | 6 | 1 | 0.01% | 0.07% | 0.44% | Q2 2013 | Q2 2015 | 7 |
Centennial Wealth Advisory LLC | 7 | 7 | 0.15% | 0.21% | 0.25% | Q1 2022 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
PINNACLE FINANCIAL PARTNERS INC | 3 | 2 | 0.02% | 0.05% | 0.10% | Q2 2015 | Q3 2018 | 7 |
Hennion & Walsh Asset Management, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
First Heartland Consultants, Inc. | 4 | 3 | 0.04% | 0.09% | 0.23% | Q4 2016 | Q2 2022 | 7 |
RELIANCE TRUST CO OF DELAWARE | 6 | 1 | 0.03% | 0.04% | 0.06% | Q1 2015 | Q1 2018 | 7 |
BLOCKHOUSE CAPITAL MANAGEMENT LP | 6 | 6 | 1.20% | 5.23% | 11.76% | Q4 2016 | Q1 2018 | 7 |
MGO ONE SEVEN LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 7 |
Americana Partners, LLC | 7 | 7 | 0.09% | 0.22% | 0.41% | Q1 2022 | Q3 2023 | 7 |
Sustainable Insight Capital Management, LLC | 5 | 1 | 0.11% | 0.15% | 0.21% | Q3 2018 | Q1 2022 | 7 |
REAVES W H & CO INC | 7 | 7 | 0.13% | 0.45% | 0.68% | Q2 2013 | Q4 2014 | 7 |
Willingdon Wealth Management | 4 | 1 | 0.00% | 0.87% | 2.75% | Q3 2016 | Q3 2019 | 7 |
Segment Wealth Management, LLC | 7 | 7 | 0.81% | 0.97% | 1.05% | Q4 2016 | Q2 2018 | 7 |
Paradigm Financial Partners, LLC | 7 | 7 | 0.22% | 0.34% | 0.38% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
INVERNESS COUNSEL LLC /NY/ | 7 | 7 | 0.06% | 1.36% | 2.00% | Q3 2013 | Q1 2015 | 7 |
KOKUSAI Asset Management Co., Ltd. | 7 | 7 | 1.31% | 1.98% | 2.66% | Q4 2013 | Q2 2015 | 7 |
Sumitomo Mitsui Trust Holdings, Inc. | 7 | 7 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q3 2023 | 7 |
LEVEL FOUR ADVISORY SERVICES, LLC | 6 | 1 | 0.02% | 0.08% | 0.22% | Q3 2018 | Q1 2022 | 7 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 7 | 7 | 0.64% | 0.84% | 1.08% | Q1 2014 | Q3 2015 | 7 |
LOWE BROCKENBROUGH & CO INC | 7 | 7 | 0.55% | 0.66% | 0.79% | Q1 2014 | Q3 2015 | 7 |
Asset Dedication, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.07% | 0.17% | 0.26% | Q4 2014 | Q2 2017 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.04% | 0.07% | 0.09% | Q2 2013 | Q4 2014 | 7 |
Symetra Investment Management Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
JEPPSON WEALTH MANAGEMENT, LLC | 6 | 1 | 0.10% | 0.20% | 0.28% | Q3 2020 | Q3 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2016 | 7 |
SECURITY NATIONAL TRUST CO | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2017 | 7 |
SIMON QUICK ADVISORS, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2021 | 7 |
CHESAPEAKE PARTNERS MANAGEMENT CO INC/MD | 4 | 2 | 0.30% | 0.68% | 1.07% | Q4 2013 | Q3 2015 | 7 |
Soros Fund Management | 6 | 1 | 0.01% | 1.15% | 2.46% | Q4 2013 | Q1 2016 | 7 |
SSI INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.03% | 0.09% | 0.14% | Q2 2013 | Q4 2014 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q2 2021 | 7 |
Ten Capital Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 7 |
ARGA Investment Management, LP | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Syntal Capital Partners, LLC | 6 | 1 | 0.09% | 0.31% | 0.84% | Q3 2014 | Q1 2020 | 7 |
BRC Investment Management LLC | 6 | 1 | 1.90% | 2.66% | 3.02% | Q2 2013 | Q2 2015 | 7 |
GLOBEFLEX CAPITAL L P | 5 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2022 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
FormulaFolio Investments, LLC | 6 | 1 | 0.00% | 0.04% | 0.07% | Q3 2017 | Q2 2021 | 7 |
Glenview Capital Management | 6 | 1 | 0.23% | 1.41% | 3.22% | Q4 2017 | Q4 2019 | 7 |
American Beacon Advisors, Inc. | 7 | 7 | 1.90% | 2.18% | 2.42% | Q1 2017 | Q3 2018 | 7 |
Continuum Advisory, LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Lumina Fund Management LLC | 7 | 7 | 0.06% | 0.10% | 0.15% | Q3 2016 | Q1 2018 | 7 |
SG3 Management, LLC | 4 | 2 | 0.01% | 0.64% | 2.14% | Q1 2019 | Q4 2021 | 7 |
Echo Street Capital Management LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 7 |
Cutler Capital Management, LLC | 6 | 1 | 0.09% | 0.17% | 0.28% | Q1 2014 | Q4 2015 | 7 |
Stiles Financial Services Inc | 7 | 7 | 0.19% | 0.22% | 0.24% | Q4 2021 | Q2 2023 | 7 |
Campbell & CO Investment Adviser LLC | 3 | 1 | 0.15% | 0.54% | 1.18% | Q1 2016 | Q4 2021 | 7 |
HBW ADVISORY SERVICES LLC | 7 | 7 | 0.08% | 0.23% | 0.43% | Q1 2022 | Q3 2023 | 7 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.01% | 0.20% | 0.56% | Q3 2020 | Q3 2023 | 7 |
CATAWBA CAPITAL MANAGEMENT /VA | 5 | 1 | 0.06% | 0.08% | 0.12% | Q2 2015 | Q4 2017 | 6 |
WASATCH ADVISORS LP | 6 | 6 | 0.02% | 0.08% | 0.14% | Q1 2014 | Q2 2015 | 6 |
Absolute Return Capital, LLC | 4 | 2 | 0.03% | 0.34% | 0.58% | Q2 2013 | Q2 2015 | 6 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 6 | 6 | 0.04% | 0.10% | 0.20% | Q3 2013 | Q4 2014 | 6 |
FRIESS ASSOCIATES LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2014 | 6 |
Frontier Wealth Management LLC | 6 | 6 | 0.02% | 0.05% | 0.07% | Q1 2015 | Q2 2016 | 6 |
MSD Partners, L.P. | 3 | 3 | 0.96% | 1.22% | 1.51% | Q2 2013 | Q4 2015 | 6 |
Pekin Hardy Strauss, Inc. | 6 | 6 | 0.06% | 0.51% | 0.71% | Q2 2022 | Q3 2023 | 6 |
Kepos Capital LP | 6 | 6 | 0.28% | 0.35% | 0.50% | Q3 2017 | Q4 2018 | 6 |
DEAN INVESTMENT ASSOCIATES, LLC | 6 | 6 | 0.03% | 0.22% | 0.30% | Q3 2018 | Q4 2019 | 6 |
Regent Investment Management LLC | 6 | 6 | 0.09% | 0.10% | 0.11% | Q2 2021 | Q3 2022 | 6 |
AT Bancorp | 5 | 1 | 0.06% | 0.27% | 0.48% | Q2 2016 | Q1 2019 | 6 |
STOCK YARDS BANK & TRUST CO | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
PARSONS CAPITAL MANAGEMENT INC/RI | 6 | 6 | 0.03% | 0.04% | 0.04% | Q1 2015 | Q2 2016 | 6 |
Counsel Portfolio Services Inc. | 3 | 1 | 0.11% | 0.34% | 0.69% | Q2 2013 | Q2 2015 | 6 |
Hoxton Financial, Inc. | 5 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2015 | 6 |
JOYN Advisors, Inc. | 6 | 6 | 0.05% | 0.15% | 0.36% | Q4 2017 | Q1 2019 | 6 |
Nine Chapters Capital Management LLC | 2 | 1 | 0.04% | 0.73% | 2.32% | Q2 2014 | Q2 2017 | 6 |
CFS, LLC | 6 | 6 | 0.03% | 0.05% | 0.11% | Q2 2013 | Q3 2014 | 6 |
COURIER CAPITAL LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2014 | Q3 2015 | 6 |
Machina Capital S.A.S. | 3 | 1 | 0.26% | 0.44% | 0.72% | Q4 2018 | Q3 2023 | 6 |
HRT FINANCIAL LP | 3 | 1 | 0.02% | 0.16% | 0.53% | Q1 2017 | Q4 2022 | 6 |
Carmignac Gestion | 5 | 1 | 0.01% | 3.81% | 5.38% | Q1 2013 | Q1 2023 | 6 |
COWEN INC. | 3 | 1 | 0.03% | 0.57% | 1.67% | Q2 2013 | Q2 2019 | 6 |
MONEY CONCEPTS CAPITAL CORP | 5 | 1 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q4 2022 | 6 |
INVESCO SENIOR SECURED MANAGEMENT INC /ADV | 6 | 6 | 0.05% | 0.06% | 0.07% | Q1 2018 | Q2 2019 | 6 |
Strategic Global Advisors, LLC | 6 | 6 | 0.22% | 0.43% | 0.84% | Q2 2022 | Q3 2023 | 6 |
Perella Weinberg Partners Capital Management LP | 4 | 2 | 0.15% | 1.79% | 3.38% | Q2 2013 | Q4 2014 | 6 |
ACUITY INVESTMENT MANAGEMENT INC | 6 | 6 | 0.88% | 1.10% | 1.36% | Q4 2013 | Q1 2015 | 6 |
Perennial Investment Partners LTD | 6 | 6 | 0.31% | 0.86% | 1.53% | Q2 2013 | Q3 2014 | 6 |
Crow Point Partners, LLC | 4 | 1 | 0.01% | 0.03% | 0.05% | Q3 2014 | Q2 2017 | 6 |
ICM ASSET MANAGEMENT INC/WA | 6 | 6 | 0.85% | 1.32% | 1.94% | Q1 2015 | Q2 2016 | 6 |
EverPoint Asset Management, LLC | 3 | 1 | 0.02% | 0.22% | 0.87% | Q2 2014 | Q1 2016 | 6 |
NEW ENGLAND SECURITIES CORP /MA/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
RMB Capital Management, LLC | 6 | 6 | 0.16% | 0.29% | 0.38% | Q2 2013 | Q3 2014 | 6 |
Independent Portfolio Consultants, Inc. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2015 | 6 |
Nuveen Fund Advisors, LLC | 6 | 6 | 0.04% | 0.19% | 0.30% | Q2 2016 | Q3 2017 | 6 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 6 | 6 | 0.06% | 0.10% | 0.18% | Q2 2013 | Q3 2014 | 6 |
Litespeed Management, L.L.C. | 4 | 1 | 0.01% | 0.21% | 0.94% | Q3 2013 | Q2 2020 | 6 |
Pine River Capital Management L.P. | 3 | 1 | 0.01% | 0.08% | 0.21% | Q2 2014 | Q1 2016 | 6 |
Gibraltar Capital Management, Inc. | 6 | 6 | 0.16% | 0.19% | 0.20% | Q1 2021 | Q2 2022 | 6 |
Industrial Alliance Investment Management Inc. | 6 | 6 | 0.02% | 0.09% | 0.12% | Q4 2021 | Q1 2023 | 6 |
Truvestments Capital LLC | 3 | 1 | 0.00% | 0.09% | 0.27% | Q2 2018 | Q1 2020 | 6 |
WRAPMANAGER INC | 4 | 2 | 0.06% | 0.18% | 0.22% | Q3 2019 | Q3 2023 | 6 |
Trust Co | 6 | 6 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q4 2020 | 6 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 6 | 6 | 0.21% | 1.06% | 1.39% | Q3 2018 | Q4 2019 | 6 |
Seven Bridges Advisors LLC | 4 | 2 | 0.13% | 0.30% | 0.56% | Q4 2015 | Q3 2017 | 6 |
FORT, L.P. | 4 | 2 | 0.01% | 0.22% | 0.74% | Q2 2018 | Q3 2023 | 6 |
SEI TRUST CO | 6 | 6 | 0.07% | 0.12% | 0.16% | Q2 2013 | Q3 2014 | 6 |
Cypress Capital Management LLC (WY) | 6 | 6 | 0.00% | 0.08% | 0.16% | Q4 2014 | Q1 2016 | 6 |
Lebenthal Holdings,LLC | 5 | 1 | 0.19% | 0.35% | 0.42% | Q4 2014 | Q2 2016 | 6 |
CCM INVESTMENT ADVISERS LLC | 6 | 6 | 0.05% | 0.69% | 1.56% | Q1 2014 | Q2 2015 | 6 |
CITY NATIONAL BANK | 5 | 1 | 0.00% | 0.09% | 0.30% | Q4 2013 | Q2 2015 | 6 |
Lloyds Banking Group plc | 6 | 6 | 0.11% | 0.20% | 0.38% | Q2 2013 | Q3 2014 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.04% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
MUHLENKAMP & CO INC | 6 | 6 | 0.07% | 0.08% | 0.09% | Q2 2016 | Q3 2017 | 6 |
Moisand Fitzgerald Tamayo, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 6 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) | 6 | 6 | 0.03% | 0.04% | 0.06% | Q2 2015 | Q3 2016 | 6 |
IVORY INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.04% | 0.66% | 2.12% | Q2 2013 | Q4 2014 | 6 |
MAVERICK CAPITAL LTD | 3 | 1 | 0.02% | 0.07% | 0.14% | Q1 2018 | Q4 2019 | 6 |
STABLEFORD CAPITAL II LLC | 5 | 1 | 0.24% | 0.29% | 0.32% | Q1 2017 | Q3 2018 | 6 |
NS Partners Ltd | 6 | 6 | 0.68% | 0.79% | 0.95% | Q2 2015 | Q3 2016 | 6 |
EARNEST PARTNERS LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
CETERA INVESTMENT MANAGEMENT LLC | 4 | 2 | 0.53% | 0.63% | 0.72% | Q4 2015 | Q2 2017 | 6 |
Venturi Wealth Management, LLC | 3 | 1 | 0.00% | 0.16% | 0.31% | Q4 2015 | Q3 2023 | 6 |
SENTINEL ASSET MANAGEMENT, INC. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q1 2016 | 6 |
TRUE Private Wealth Advisors | 3 | 1 | 0.00% | 0.13% | 0.38% | Q3 2018 | Q3 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.04% | 0.09% | 0.22% | Q2 2022 | Q3 2023 | 6 |
Horan Securities, Inc. | 4 | 2 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2023 | 6 |
O'Shares Investment Advisers, LLC | 6 | 6 | 0.10% | 0.18% | 0.23% | Q4 2018 | Q1 2020 | 6 |
Phoenix Holdings Ltd. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.05% | 0.24% | 1.11% | Q3 2016 | Q4 2017 | 6 |
Altrius Capital Management Inc | 6 | 6 | 1.28% | 1.82% | 2.02% | Q2 2022 | Q3 2023 | 6 |
Fund Management at Engine No. 1 LLC | 4 | 2 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q3 2023 | 6 |
Capital Financial Services, LLC | 6 | 6 | 0.28% | 0.34% | 0.47% | Q3 2021 | Q4 2022 | 6 |
New Capital Management LP | 4 | 2 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q2 2018 | 6 |
Cannell & Co. | 6 | 6 | 0.37% | 0.44% | 0.54% | Q2 2013 | Q3 2014 | 6 |
Perennial Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2018 | 6 |
Capital Square, LLC | 5 | 1 | 0.17% | 0.46% | 0.65% | Q1 2020 | Q1 2023 | 6 |
Summit Global Investments | 6 | 6 | 0.03% | 0.17% | 0.80% | Q2 2022 | Q3 2023 | 6 |
Summit Trail Advisors, LLC | 3 | 1 | 0.01% | 0.09% | 0.23% | Q4 2017 | Q3 2023 | 6 |
HB Wealth Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
SpiderRock Advisors, LLC | 3 | 3 | 0.01% | 0.16% | 0.75% | Q1 2017 | Q3 2017 | 6 |
Pearl River Capital, LLC | 2 | 1 | 0.06% | 0.21% | 0.43% | Q1 2019 | Q2 2022 | 6 |
Abbot Financial Management, Inc. | 6 | 6 | 0.31% | 0.35% | 0.37% | Q2 2022 | Q3 2023 | 6 |
Czech National Bank | 6 | 6 | 0.06% | 0.06% | 0.07% | Q3 2022 | Q4 2023 | 6 |
Jade Capital Advisors, LLC | 3 | 1 | 0.12% | 0.84% | 1.35% | Q2 2020 | Q1 2022 | 6 |
Coombe, Bender & Co LLC | 6 | 6 | 1.63% | 1.74% | 1.84% | Q2 2022 | Q3 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Core Wealth Advisors, Inc. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 6 |
Bridgefront Capital, LLC | 3 | 1 | 0.09% | 0.28% | 0.47% | Q1 2021 | Q1 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Qtron Investments LLC | 6 | 6 | 0.10% | 0.13% | 0.14% | Q2 2022 | Q3 2023 | 6 |
Cypress Capital, LLC | 5 | 1 | 0.13% | 0.18% | 0.24% | Q4 2018 | Q2 2020 | 6 |
Crewe Advisors LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q1 2019 | 6 |
Resource Management, LLC | 4 | 2 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q4 2021 | 6 |
XTX Topco Ltd | 3 | 1 | 0.09% | 0.13% | 0.18% | Q1 2021 | Q3 2023 | 6 |
MURPHY CAPITAL MANAGEMENT INC | 4 | 2 | 0.03% | 0.07% | 0.11% | Q1 2014 | Q2 2018 | 6 |
Capital Group Private Client Services, Inc. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q4 2022 | 6 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q1 2021 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ADVOCATE GROUP LLC | 6 | 6 | 0.88% | 1.00% | 1.10% | Q2 2022 | Q3 2023 | 6 |
Graves Light Lenhart Wealth, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Jump Financial, LLC | 2 | 1 | 0.01% | 0.06% | 0.16% | Q3 2020 | Q3 2023 | 6 |
MUNDER CAPITAL MANAGEMENT | 6 | 6 | 0.75% | 0.86% | 1.05% | Q2 2013 | Q3 2014 | 6 |
FLIPPIN BRUCE & PORTER INC | 6 | 6 | 0.67% | 1.27% | 1.74% | Q4 2016 | Q1 2018 | 6 |
Bluefin Trading, LLC | 3 | 1 | 0.02% | 0.05% | 0.13% | Q2 2013 | Q2 2019 | 6 |
COOPERMAN LEON G | 5 | 5 | 1.32% | 1.90% | 2.16% | Q2 2013 | Q2 2014 | 5 |
DEARBORN PARTNERS LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Quantinno Capital Management LP | 5 | 5 | 0.06% | 0.11% | 0.15% | Q3 2022 | Q3 2023 | 5 |
Omega Advisors Inc. | 5 | 5 | 0.65% | 1.33% | 1.56% | Q3 2014 | Q3 2015 | 5 |
Channing Capital Management, LLC | 5 | 5 | 0.06% | 0.14% | 0.19% | Q4 2021 | Q4 2022 | 5 |
Crosspoint Capital Strategies, LLC | 3 | 1 | 0.00% | 0.37% | 1.78% | Q2 2014 | Q4 2015 | 5 |
BAIRD ROBERT W & CO INC /WI/ | 5 | 5 | 0.01% | 0.02% | 0.05% | Q1 2014 | Q1 2015 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
COUNTRY TRUST BANK | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 5 |
FRANKLIN STREET ADVISORS INC /NC | 5 | 5 | 0.17% | 0.85% | 1.23% | Q4 2016 | Q4 2017 | 5 |
Quantamental Technologies LLC | 3 | 2 | 0.12% | 0.46% | 1.50% | Q4 2018 | Q2 2021 | 5 |
QUEST INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.76% | 1.28% | 1.43% | Q3 2013 | Q3 2014 | 5 |
COMERICA SECURITIES INC | 3 | 1 | 0.14% | 0.23% | 0.35% | Q4 2014 | Q4 2016 | 5 |
Essex Financial Services, Inc. | 5 | 5 | 0.06% | 0.06% | 0.07% | Q1 2015 | Q1 2016 | 5 |
Accurate Wealth Management, LLC | 5 | 5 | 0.15% | 0.17% | 0.18% | Q3 2022 | Q3 2023 | 5 |
Gratus Capital, LLC | 5 | 5 | 1.09% | 1.21% | 1.40% | Q4 2020 | Q4 2021 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Power Corp of Canada | 5 | 5 | 0.02% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2023 | 5 |
Hatteras Alternative Mutual Funds, LLC | 5 | 5 | 0.50% | 0.78% | 1.01% | Q2 2013 | Q2 2014 | 5 |
MONETA GROUP INVESTMENT ADVISORS LLC | 3 | 1 | 0.00% | 0.03% | 0.14% | Q3 2015 | Q2 2019 | 5 |
Poehling Capital Management, INC. | 5 | 5 | 0.10% | 0.10% | 0.11% | Q3 2022 | Q3 2023 | 5 |
TIDE POINT CAPITAL MANAGEMENT, LP | 4 | 1 | 2.55% | 3.41% | 4.04% | Q4 2013 | Q1 2016 | 5 |
Tuscan Ridge Asset Management LLC | 3 | 3 | 0.06% | 0.10% | 0.17% | Q2 2019 | Q4 2019 | 5 |
Ellis Investment Partners, LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2022 | 5 |
Pacific Center for Financial Services | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Independence Trust CO | 4 | 1 | 0.14% | 0.18% | 0.29% | Q4 2013 | Q3 2015 | 5 |
Investors Capital Advisory Services | 5 | 5 | 0.04% | 0.05% | 0.05% | Q2 2015 | Q2 2016 | 5 |
NEW CENTURY INVESTMENT MANAGEMENT, INC | 5 | 5 | 0.22% | 0.26% | 0.38% | Q3 2015 | Q3 2016 | 5 |
Duquesne Family Office | 2 | 1 | 2.14% | 5.37% | 8.00% | Q2 2013 | Q1 2017 | 5 |
Aspire Private Capital, LLC | 3 | 2 | 0.00% | 0.04% | 0.11% | Q3 2019 | Q3 2023 | 5 |
Catalyst Capital Advisors LLC | 2 | 1 | 0.01% | 0.08% | 0.19% | Q3 2015 | Q2 2019 | 5 |
Eventide Asset Management | 5 | 5 | 1.16% | 1.66% | 2.04% | Q4 2013 | Q4 2014 | 5 |
Capitolis Advisors LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
ALTFEST L J & CO INC | 3 | 2 | 0.09% | 0.10% | 0.12% | Q4 2016 | Q4 2019 | 5 |
Altshuler Shaham Ltd | 4 | 1 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2022 | 5 |
Cerebellum GP, LLC | 5 | 5 | 0.08% | 0.20% | 0.30% | Q3 2018 | Q3 2019 | 5 |
Bocage Capital, LLC | 5 | 5 | 2.88% | 7.28% | 11.41% | Q2 2013 | Q2 2014 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 5 |
Edge Capital Group, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q2 2022 | 5 |
JMAC ENTERPRISES LLC | 5 | 5 | 0.08% | 0.09% | 0.11% | Q2 2022 | Q2 2023 | 5 |
Steward Financial Group LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Ninety One North America, Inc. | 5 | 5 | 0.07% | 0.10% | 0.14% | Q1 2021 | Q1 2022 | 5 |
Aquatic Capital Management LLC | 4 | 1 | 0.02% | 0.08% | 0.14% | Q4 2021 | Q3 2023 | 5 |
WHV Investments, Inc. | 3 | 2 | 0.03% | 0.98% | 3.37% | Q2 2013 | Q1 2016 | 5 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 5 | 5 | 0.19% | 0.25% | 0.31% | Q4 2016 | Q4 2017 | 5 |
PFG Advisors | 5 | 5 | 0.10% | 0.12% | 0.16% | Q4 2018 | Q4 2019 | 5 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 2 | 1 | 0.14% | 0.23% | 0.34% | Q2 2014 | Q1 2016 | 5 |
Measured Wealth Private Client Group, LLC | 4 | 1 | 0.03% | 0.13% | 0.19% | Q3 2018 | Q1 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
FIRST AMERICAN TRUST, FSB | 5 | 5 | 0.08% | 0.93% | 1.42% | Q1 2014 | Q1 2015 | 5 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 4 | 1 | 0.51% | 0.65% | 0.78% | Q2 2018 | Q3 2023 | 5 |
Core Alternative Capital | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Perpetual Investment Management Ltd | 3 | 2 | 0.04% | 0.06% | 0.10% | Q4 2020 | Q4 2022 | 5 |
PLATINUM INVESTMENT MANAGEMENT LTD | 5 | 5 | 0.00% | 0.92% | 1.62% | Q3 2020 | Q3 2021 | 5 |
Weiss Asset Management LP | 2 | 1 | 0.05% | 0.14% | 0.29% | Q2 2020 | Q1 2023 | 5 |
Integrated Wealth Concepts LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 5 |
DRW Securities, LLC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q1 2023 | 5 |
DF DENT & CO INC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2018 | 5 |
HONEYWELL INTERNATIONAL INC | 5 | 5 | 0.20% | 0.26% | 0.35% | Q1 2014 | Q1 2015 | 5 |
CLEAR INVESTMENT RESEARCH, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
Vollero Beach Capital Partners LLC | 3 | 2 | 0.49% | 2.41% | 6.18% | Q2 2013 | Q2 2015 | 5 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2021 | 5 |
Strategic Advisors LLC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 1 | 0.00% | 0.04% | 0.12% | Q3 2021 | Q3 2023 | 5 |
Aviance Capital Partners, LLC | 5 | 5 | 0.20% | 0.24% | 0.28% | Q3 2022 | Q3 2023 | 5 |
WELD CAPITAL MANAGEMENT LLC | 3 | 1 | 0.26% | 0.39% | 0.59% | Q4 2018 | Q1 2021 | 5 |
Apollon Wealth Management, LLC | 2 | 1 | 0.00% | 0.05% | 0.16% | Q2 2020 | Q3 2022 | 5 |
Blue Chip Partners, LLC | 4 | 1 | 0.03% | 0.05% | 0.08% | Q1 2018 | Q2 2020 | 5 |
PRING TURNER CAPITAL GROUP INC | 5 | 5 | 2.64% | 2.89% | 3.11% | Q3 2016 | Q3 2017 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q4 2018 | 5 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.04% | 0.08% | 0.18% | Q1 2021 | Q2 2023 | 5 |
LAKE STREET PRIVATE WEALTH, LLC | 4 | 1 | 0.06% | 0.39% | 0.55% | Q1 2019 | Q1 2021 | 5 |
BRIGHTON JONES LLC | 3 | 2 | 0.04% | 0.05% | 0.05% | Q2 2014 | Q3 2015 | 5 |
Latitude Advisors, LLC | 3 | 2 | 0.06% | 0.14% | 0.19% | Q4 2021 | Q3 2023 | 5 |
Acrospire Investment Management LLC | 3 | 2 | 0.01% | 0.04% | 0.08% | Q1 2016 | Q2 2017 | 5 |
DE BURLO GROUP INC | 5 | 5 | 1.10% | 1.74% | 2.47% | Q3 2013 | Q3 2014 | 5 |
Pinnacle Wealth Planning Services, Inc. | 3 | 2 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q1 2022 | 5 |
CASTLEROCK ASSET MANAGEMENT INC | 5 | 5 | 2.31% | 3.66% | 5.01% | Q2 2013 | Q2 2014 | 5 |
Mosaic Family Wealth, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2017 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.07% | 0.08% | 0.10% | Q3 2022 | Q3 2023 | 5 |
BELLEVUE ASSET MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
Squar Milner Financial Services LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q2 2019 | 5 |
Dynasty Wealth Management, LLC | 5 | 5 | 0.19% | 9.70% | 45.92% | Q4 2017 | Q4 2018 | 5 |
QCI ASSET MANAGEMENT INC/NY | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2019 | 5 |
KCM INVESTMENT ADVISORS LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
B.O.S.S. Retirement Advisors, LLC | 5 | 5 | 0.47% | 0.52% | 0.60% | Q4 2022 | Q4 2023 | 5 |
BRIDGES INVESTMENT MANAGEMENT INC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q4 2019 | 5 |
REYNOLDS CAPITAL MANAGEMENT LLC | 3 | 2 | 0.15% | 0.24% | 0.46% | Q2 2013 | Q3 2014 | 5 |
SUN LIFE FINANCIAL INC | 3 | 2 | 0.01% | 0.06% | 0.14% | Q1 2018 | Q4 2019 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Ninety One SA (PTY) Ltd | 5 | 5 | 0.01% | 0.80% | 2.73% | Q1 2021 | Q1 2022 | 5 |
FORA Capital, LLC | 2 | 1 | 0.05% | 0.16% | 0.31% | Q1 2020 | Q2 2023 | 5 |
Folger Hill Asset Management LP | 3 | 3 | 0.04% | 0.43% | 0.86% | Q2 2017 | Q4 2017 | 5 |
Concentric Capital Strategies, LP | 2 | 1 | 0.71% | 2.16% | 4.34% | Q2 2022 | Q3 2023 | 5 |
Capital Analysts, LLC | 4 | 1 | 0.00% | 0.15% | 0.37% | Q2 2014 | Q1 2021 | 5 |
Stratos Wealth Advisors, LLC | 3 | 2 | 0.01% | 0.06% | 0.13% | Q3 2021 | Q4 2022 | 5 |
Sugarloaf Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
Forward Management, LLC | 4 | 1 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q2 2015 | 5 |
AMERICAN NATIONAL BANK & TRUST CO /VA/ | 5 | 5 | 0.64% | 1.03% | 1.22% | Q4 2014 | Q4 2015 | 5 |
Nippon Life Global Investors Americas, Inc. | 3 | 2 | 0.31% | 0.79% | 1.50% | Q2 2015 | Q1 2017 | 5 |
Aptus Capital Advisors, LLC | 5 | 5 | 0.07% | 0.22% | 0.38% | Q4 2018 | Q4 2019 | 5 |
DARRELL & KING LLC | 3 | 2 | 2.62% | 3.76% | 5.30% | Q1 2016 | Q4 2020 | 5 |
Stevens First Principles Investment Advisors | 5 | 5 | 0.01% | 0.54% | 2.68% | Q3 2013 | Q3 2014 | 5 |
Summit X, LLC | 5 | 5 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2023 | 5 |
Archer Investment Corp | 4 | 1 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2023 | 5 |
Bank of Kentucky, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2015 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.14% | 0.18% | 0.22% | Q2 2015 | Q2 2016 | 5 |
Costello Asset Management, INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Selective Wealth Management, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 5 |
PEAPACK GLADSTONE FINANCIAL CORP | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q1 2016 | 5 |
Palogic Value Management, L.P. | 4 | 4 | 0.42% | 0.47% | 0.52% | Q4 2022 | Q3 2023 | 4 |
Schooner Investment Group, LLC. | 4 | 4 | 0.15% | 0.23% | 0.33% | Q4 2014 | Q3 2015 | 4 |
Partnervest Advisory Services LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q2 2014 | 4 |
Ergoteles LLC | 2 | 1 | 0.01% | 0.05% | 0.15% | Q4 2020 | Q2 2023 | 4 |
Pinion Investment Advisors, LLC | 2 | 2 | 0.16% | 0.18% | 0.21% | Q2 2022 | Q3 2023 | 4 |
CI Global Investments Inc. | 4 | 4 | 0.13% | 0.14% | 0.16% | Q4 2013 | Q3 2014 | 4 |
JNBA Financial Advisors | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SPOT TRADING L.L.C. | 2 | 2 | 0.04% | 0.08% | 0.13% | Q2 2017 | Q3 2017 | 4 |
Eclectica Asset Management LLP | 4 | 4 | 1.44% | 3.03% | 4.49% | Q2 2013 | Q1 2014 | 4 |
WESPAC Advisors, LLC | 2 | 2 | 0.89% | 1.34% | 1.86% | Q1 2015 | Q3 2021 | 4 |
RS INVESTMENT MANAGEMENT CO LLC | 4 | 4 | 0.07% | 0.17% | 0.27% | Q3 2015 | Q2 2016 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.11% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Forza Wealth Management, LLC | 4 | 4 | 0.52% | 0.54% | 0.56% | Q4 2022 | Q3 2023 | 4 |
DRIVE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.12% | 0.18% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
PETREDIS INVESTMENT ADVISORS LLC | 4 | 4 | 0.29% | 0.32% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Eley Financial Management, Inc | 4 | 4 | 0.42% | 0.44% | 0.45% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Laurel Wealth Advisors, Inc. | 3 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 4 |
Prossimo Advisors, LLC | 4 | 4 | 0.39% | 0.71% | 0.96% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Astoria Portfolio Advisors LLC. | 4 | 4 | 0.13% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
CAPITAL INSIGHT PARTNERS, LLC | 4 | 4 | 1.95% | 2.08% | 2.28% | Q2 2015 | Q1 2016 | 4 |
LMG Wealth Partners, LLC | 4 | 4 | 0.23% | 0.26% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.08% | 0.19% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Applied Finance Capital Management, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 4 |
Chiron Investment Management, LLC | 3 | 1 | 0.01% | 0.41% | 1.58% | Q3 2020 | Q1 2023 | 4 |
Menard Financial Group LLC | 2 | 1 | 0.22% | 0.29% | 0.43% | Q4 2019 | Q3 2022 | 4 |
EHP Funds Inc. | 3 | 1 | 0.16% | 0.53% | 0.76% | Q2 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.26% | 0.31% | 0.35% | Q4 2022 | Q3 2023 | 4 |
First Affirmative Financial Network | 4 | 4 | 0.28% | 0.31% | 0.33% | Q3 2021 | Q2 2022 | 4 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.96% | 2.55% | Q2 2023 | Q3 2023 | 4 |
Braver Wealth Management, LLC | 4 | 4 | 0.28% | 0.43% | 0.51% | Q1 2016 | Q4 2016 | 4 |
Harvest Investment Advisors, LLC | 4 | 4 | 1.14% | 1.18% | 1.24% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Empirical Asset Management, LLC | 4 | 4 | 0.38% | 0.44% | 0.58% | Q3 2022 | Q2 2023 | 4 |
High Net Worth Advisory Group LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q3 2022 | 4 |
TREES INVESTMENT COUNSEL LLC | 4 | 4 | 1.24% | 1.40% | 1.59% | Q4 2014 | Q3 2015 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
IMPAX ASSET MANAGEMENT LLC | 4 | 4 | 0.58% | 0.70% | 0.77% | Q2 2015 | Q1 2016 | 4 |
MILLER VALUE PARTNERS, LLC | 4 | 4 | 0.03% | 0.15% | 0.27% | Q4 2022 | Q3 2023 | 4 |
RB Capital Management, LLC | 4 | 4 | 0.09% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Symphony Financial, Ltd. Co. | 4 | 4 | 0.07% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
1834 INVESTMENT ADVISORS CO | 3 | 1 | 0.01% | 0.10% | 0.17% | Q2 2022 | Q3 2023 | 4 |
US FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
SkyBridge Capital II, LLC | 4 | 4 | 2.86% | 3.10% | 3.41% | Q2 2018 | Q1 2019 | 4 |
CULLINAN ASSOCIATES INC | 4 | 4 | 0.02% | 0.06% | 0.09% | Q1 2015 | Q4 2015 | 4 |
MinichMacGregor Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.04% | 0.06% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Orinda Asset Management LLC | 3 | 1 | 0.17% | 0.20% | 0.25% | Q2 2014 | Q2 2015 | 4 |
Vontobel Swiss Wealth Advisors AG | 4 | 4 | 0.29% | 0.31% | 0.33% | Q4 2017 | Q3 2018 | 4 |
QCM Cayman, Ltd. | 1 | 1 | 0.12% | 1.05% | 3.16% | Q1 2015 | Q3 2019 | 4 |
BAROMETER CAPITAL MANAGEMENT INC. | 4 | 4 | 0.42% | 3.92% | 7.23% | Q4 2013 | Q3 2014 | 4 |
Appian Way Asset Management LP | 2 | 1 | 2.28% | 3.85% | 6.21% | Q4 2019 | Q4 2021 | 4 |
USA FINANCIAL FORMULAS | 2 | 2 | 0.08% | 0.12% | 0.19% | Q1 2015 | Q2 2018 | 4 |
Wealth Alliance | 4 | 4 | 0.07% | 0.14% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Bruderman Asset Management, LLC | 4 | 4 | 0.00% | 0.60% | 1.30% | Q2 2018 | Q1 2019 | 4 |
Homrich & Berg | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q4 2019 | 4 |
OAK HARBOR WEALTH PARTNERS, LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q3 2022 | 4 |
JUPITER ASSET MANAGEMENT LTD | 3 | 1 | 0.01% | 0.30% | 0.42% | Q2 2022 | Q2 2023 | 4 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 4 | 4 | 0.05% | 0.09% | 0.12% | Q1 2015 | Q4 2015 | 4 |
AFTON CAPITAL MANAGEMENT LLC | 4 | 4 | 3.85% | 4.71% | 6.00% | Q2 2013 | Q1 2014 | 4 |
Benchmark Investment Advisors LLC | 4 | 4 | 0.30% | 0.39% | 0.55% | Q1 2022 | Q4 2022 | 4 |
OPSEU Pension Plan Trust Fund | 4 | 4 | 0.10% | 0.11% | 0.13% | Q2 2020 | Q1 2021 | 4 |
LASRY MARC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2014 | 4 |
Forty4 Asset Management LLC | 2 | 2 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2013 | 4 |
Hilltop Holdings Inc. | 2 | 2 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 4 |
Concorde Asset Management, LLC | 4 | 4 | 0.37% | 0.39% | 0.43% | Q2 2016 | Q1 2017 | 4 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Karp Capital Management Corp | 2 | 1 | 0.01% | 0.41% | 0.84% | Q4 2014 | Q1 2018 | 4 |
Clear Perspective Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q2 2018 | 4 |
HOPLITE CAPITAL MANAGEMENT, L.P. | 4 | 4 | 1.68% | 3.94% | 6.07% | Q3 2015 | Q2 2016 | 4 |
Cinctive Capital Management LP | 2 | 1 | 0.04% | 0.06% | 0.09% | Q3 2021 | Q4 2022 | 4 |
CASCADE INVESTMENT GROUP, INC. | 4 | 4 | 0.34% | 0.36% | 0.38% | Q4 2022 | Q3 2023 | 4 |
Anchorage Capital Group, L.L.C. | 4 | 4 | 0.48% | 2.60% | 5.58% | Q4 2017 | Q3 2018 | 4 |
Merit Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Charter Oak Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
EQUITABLE TRUST CO | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
CR Intrinsic Investors, LLC | 4 | 4 | 0.40% | 0.68% | 0.94% | Q2 2013 | Q1 2014 | 4 |
Ironsides Asset Advisors, LLC | 4 | 4 | 0.41% | 0.46% | 0.51% | Q2 2014 | Q1 2015 | 4 |
Salient Private Client, LLC | 4 | 4 | 1.12% | 1.26% | 1.52% | Q4 2017 | Q3 2018 | 4 |
OneAscent Financial Services LLC | 2 | 1 | 0.17% | 0.25% | 0.42% | Q2 2019 | Q3 2020 | 4 |
ALPINE ASSOCIATES ADVISORS | 4 | 4 | 0.12% | 1.11% | 2.11% | Q4 2013 | Q3 2014 | 4 |
Ospraie Management, LLC | 4 | 4 | 1.12% | 1.62% | 2.42% | Q3 2013 | Q2 2014 | 4 |
Calvert Investment Management, Inc. | 4 | 4 | 0.08% | 0.10% | 0.13% | Q2 2015 | Q1 2016 | 4 |
Westend Capital Management, LLC | 3 | 1 | 2.12% | 2.36% | 2.71% | Q2 2013 | Q2 2014 | 4 |
American Trust | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q2 2023 | 4 |
Centenus Global Management, LP | 2 | 1 | 0.23% | 0.61% | 1.46% | Q2 2018 | Q1 2020 | 4 |
Intrua Financial, LLC | 4 | 4 | 0.08% | 0.10% | 0.12% | Q1 2022 | Q4 2022 | 4 |
Peterson Financial Group, Inc. | 4 | 4 | 0.62% | 0.71% | 0.79% | Q4 2022 | Q3 2023 | 4 |
MAPLELANE CAPITAL, LLC | 1 | 1 | 0.00% | 1.04% | 3.74% | Q2 2013 | Q1 2016 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
ADVANCE CAPITAL I INC | 2 | 1 | 0.28% | 0.59% | 1.04% | Q4 2014 | Q2 2016 | 4 |
Harrison & Co Wealth Management, LLC | 4 | 4 | 0.68% | 0.76% | 0.84% | Q4 2021 | Q3 2022 | 4 |
Kemnay Advisory Services Inc. | 4 | 4 | 0.40% | 0.48% | 0.59% | Q4 2017 | Q3 2018 | 4 |
Odey Asset Management Group Ltd | 4 | 4 | 3.41% | 4.19% | 4.80% | Q4 2013 | Q3 2014 | 4 |
GlobalBridge, Inc. | 4 | 4 | 0.30% | 0.38% | 0.51% | Q2 2013 | Q1 2014 | 4 |
SANDLER CAPITAL MANAGEMENT | 3 | 1 | 0.33% | 0.66% | 1.01% | Q2 2013 | Q2 2015 | 4 |
MYCIO WEALTH PARTNERS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2016 | 4 |
Covenant Multifamily Offices, LLC | 4 | 4 | 0.61% | 0.71% | 0.80% | Q1 2017 | Q4 2017 | 4 |
Retirement Planning Co of New England, Inc. | 3 | 1 | 0.09% | 0.12% | 0.15% | Q4 2021 | Q3 2023 | 4 |
Shoker Investment Counsel, Inc. | 4 | 4 | 0.15% | 0.21% | 0.24% | Q1 2019 | Q4 2019 | 4 |
Aureus Asset Management, LLC | 3 | 1 | 0.04% | 0.11% | 0.13% | Q2 2015 | Q3 2016 | 4 |
Centerline Investment Partners, LP | 4 | 4 | 1.69% | 2.40% | 2.88% | Q4 2013 | Q3 2014 | 4 |
SPROTT INC. | 4 | 4 | 0.58% | 1.01% | 1.45% | Q4 2013 | Q3 2014 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2010 | Q3 2023 | 4 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 4 | 4 | 0.22% | 0.64% | 1.12% | Q4 2022 | Q3 2023 | 4 |
MKP Capital Management, L.L.C. | 3 | 1 | 0.41% | 1.05% | 1.55% | Q3 2020 | Q3 2021 | 4 |
Townsend & Associates, Inc | 4 | 4 | 0.25% | 0.50% | 0.81% | Q4 2022 | Q3 2023 | 4 |
JONES FINANCIAL COMPANIES LLLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 4 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2016 | 4 |
Price Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2020 | 4 |
US Asset Management LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2023 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.50% | 0.53% | 0.56% | Q4 2022 | Q3 2023 | 4 |
Jaffetilchin Investment Partners, LLC | 2 | 1 | 0.07% | 0.18% | 0.40% | Q3 2013 | Q3 2018 | 4 |
FourThought Financial, LLC | 4 | 4 | 0.01% | 0.05% | 0.10% | Q4 2021 | Q3 2022 | 4 |
Berger Financial Group, Inc | 4 | 4 | 0.46% | 0.52% | 0.57% | Q4 2022 | Q3 2023 | 4 |
FNY Managed Accounts LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2018 | 4 |
AVIANCE CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2015 | Q2 2016 | 4 |
GLG INC. | 3 | 3 | 0.14% | 0.25% | 0.43% | Q2 2013 | Q4 2013 | 4 |
Vigilare Wealth Management | 4 | 4 | 0.30% | 0.36% | 0.45% | Q4 2020 | Q3 2021 | 4 |
WESTPORT RESOURCES MANAGEMENT INC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2015 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
FIRST MERCHANTS CORP | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2020 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.18% | 0.39% | 0.78% | Q2 2013 | Q1 2014 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.03% | 0.11% | Q2 2023 | Q3 2023 | 4 |
Dominick & Dominick LLC | 4 | 4 | 0.10% | 0.12% | 0.14% | Q1 2014 | Q4 2014 | 4 |
Diligent Investors, LLC | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Howard Capital Management Inc. | 4 | 4 | 0.97% | 1.16% | 1.41% | Q4 2017 | Q3 2018 | 4 |
Campion Asset Management | 4 | 4 | 0.56% | 0.59% | 0.62% | Q4 2022 | Q3 2023 | 4 |
Quotient Investors, LLC | 3 | 1 | 0.08% | 0.11% | 0.16% | Q2 2013 | Q2 2015 | 4 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2021 | 4 |
CASPIAN CAPITAL LP | 3 | 1 | 0.12% | 0.57% | 1.63% | Q4 2015 | Q3 2022 | 4 |
Wealth Alliance Advisory Group, LLC | 4 | 4 | 0.10% | 0.15% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.45% | 0.46% | 0.48% | Q2 2013 | Q1 2014 | 4 |
Connectus Wealth, LLC | 4 | 4 | 0.06% | 0.09% | 0.11% | Q2 2022 | Q1 2023 | 4 |
Argentus Capital Management, LLC | 3 | 1 | 0.09% | 0.11% | 0.14% | Q1 2015 | Q3 2016 | 4 |
44 WEALTH MANAGEMENT LLC | 3 | 1 | 0.08% | 0.08% | 0.09% | Q1 2021 | Q1 2022 | 4 |
HAYS ADVISORY LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q4 2017 | Q2 2018 | 3 |
GANTZERT INVESTMENT CO LLC /ADV | 3 | 3 | 1.29% | 1.33% | 1.40% | Q4 2018 | Q2 2019 | 3 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 3 |
MAI Capital Management | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CONTRARIAN CAPITAL MANAGEMENT, L.L.C. | 3 | 3 | 3.92% | 11.27% | 15.52% | Q2 2013 | Q4 2013 | 3 |
Jupiter Investment Management Ltd | 3 | 3 | 0.00% | 0.32% | 0.96% | Q2 2019 | Q4 2019 | 3 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
TDAM USA INC. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q2 2019 | 3 |
PROFFITT & GOODSON INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
UBS OCONNOR LLC | 2 | 1 | 0.01% | 0.04% | 0.10% | Q4 2014 | Q2 2016 | 3 |
KLCM Advisors, Inc. | 2 | 1 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q4 2022 | 3 |
Natixis Investment Managers International | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
SIGMA CAPITAL MANAGEMENT LLC | 3 | 3 | 0.00% | 0.04% | 0.11% | Q3 2013 | Q1 2014 | 3 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.36% | 1.17% | 2.36% | Q2 2013 | Q3 2018 | 3 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 2 | 1 | 0.03% | 0.04% | 0.04% | Q1 2017 | Q3 2022 | 3 |
SHEPHERD KAPLAN KROCHUK, LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q2 2014 | Q2 2015 | 3 |
EVERGREEN CAPITAL MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
MAPLE SECURITIES USA INC | 2 | 1 | 0.02% | 0.03% | 0.05% | Q1 2014 | Q1 2015 | 3 |
CIBC BANK USA | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2014 | Q3 2014 | 3 |
Weaver C. Barksdale & Associates, Inc. | 3 | 3 | 1.80% | 1.85% | 1.90% | Q1 2023 | Q3 2023 | 3 |
STONNINGTON GROUP, LLC | 2 | 1 | 0.04% | 0.08% | 0.11% | Q4 2021 | Q3 2022 | 3 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.01% | 0.32% | 0.53% | Q2 2013 | Q4 2021 | 3 |
HighVista Strategies LLC | 2 | 1 | 0.05% | 0.25% | 0.65% | Q3 2014 | Q3 2017 | 3 |
Magnetar Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.03% | Q3 2015 | Q4 2022 | 3 |
SENECA CAPITAL INVESTMENTS, L.P. | 3 | 3 | 2.32% | 3.73% | 4.54% | Q2 2013 | Q4 2013 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.06% | 0.07% | 0.08% | Q4 2017 | Q4 2018 | 3 |
HBK Sorce Advisory LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Bodri Capital Management, LLC | 3 | 3 | 3.51% | 3.68% | 3.84% | Q2 2013 | Q4 2013 | 3 |
MOON CAPITAL MANAGEMENT LP | 3 | 3 | 0.29% | 1.22% | 2.09% | Q1 2021 | Q3 2021 | 3 |
Manifold Partners, LLC | 3 | 3 | 0.08% | 0.83% | 1.48% | Q4 2014 | Q2 2015 | 3 |
Hudson Bay Capital Management LP | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 3 |
DIALECTIC CAPITAL MANAGEMENT, LP | 2 | 2 | 0.39% | 1.82% | 4.14% | Q3 2014 | Q4 2014 | 3 |
SAMLYN CAPITAL, LLC | 2 | 1 | 0.65% | 0.70% | 0.76% | Q3 2015 | Q2 2021 | 3 |
Schonfeld Group Holdings LLC | 2 | 1 | 0.26% | 0.42% | 0.69% | Q3 2013 | Q4 2015 | 3 |
DECADE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.53% | 0.95% | 1.27% | Q2 2013 | Q4 2013 | 3 |
Concert Wealth Management Inc. | 2 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q2 2015 | 3 |
Petrus Trust Company, LTA | 2 | 1 | 0.04% | 0.04% | 0.05% | Q3 2018 | Q2 2023 | 3 |
York Capital Management Global Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2014 | 3 |
Savant Capital, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 3 |
MONTAGE INVESTMENTS, LLC | 3 | 3 | 0.14% | 0.17% | 0.22% | Q1 2016 | Q3 2016 | 3 |
Banyan Partners, LLC | 3 | 3 | 0.12% | 0.14% | 0.17% | Q1 2014 | Q3 2014 | 3 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 3 | 3 | 0.36% | 0.45% | 0.57% | Q2 2013 | Q4 2013 | 3 |
BRINKER CAPITAL INC | 2 | 1 | 0.06% | 0.07% | 0.07% | Q2 2018 | Q2 2020 | 3 |
Wellington Shields & Co., LLC | 3 | 3 | 0.08% | 0.12% | 0.15% | Q3 2016 | Q1 2017 | 3 |
Salient Capital Advisors, LLC | 3 | 3 | 0.06% | 0.09% | 0.10% | Q4 2016 | Q2 2017 | 3 |
Hanlon Investment Management, Inc. | 2 | 1 | 0.33% | 0.35% | 0.38% | Q2 2016 | Q1 2017 | 3 |
Amiya Capital LLP | 3 | 3 | 5.29% | 6.17% | 7.00% | Q1 2014 | Q3 2014 | 3 |
SeaTown Holdings Pte. Ltd. | 2 | 1 | 0.21% | 0.44% | 0.90% | Q4 2020 | Q3 2021 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
XR Securities LLC | 2 | 1 | 0.02% | 0.04% | 0.05% | Q1 2020 | Q4 2022 | 3 |
Centre Asset Management, LLC | 3 | 3 | 1.22% | 1.34% | 1.55% | Q3 2021 | Q1 2022 | 3 |
Samsung Asset Management (New York), Inc. | 3 | 3 | 0.41% | 0.47% | 0.54% | Q4 2014 | Q2 2015 | 3 |
Schwab Charitable Fund | 3 | 3 | 0.68% | 0.85% | 1.06% | Q4 2020 | Q2 2021 | 3 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 2 | 1 | 0.14% | 0.38% | 0.57% | Q4 2014 | Q4 2019 | 3 |
VEGA ENERGY GP, LLC | 3 | 3 | 1.30% | 2.29% | 2.92% | Q2 2013 | Q4 2013 | 3 |
Ignis Investment Services Ltd | 3 | 3 | 0.95% | 1.04% | 1.12% | Q4 2013 | Q2 2014 | 3 |
Pinkerton Retirement Specialists, LLC | 3 | 3 | 0.00% | 0.03% | 0.05% | Q2 2016 | Q4 2016 | 3 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 1 | 0.05% | 0.13% | 0.23% | Q3 2021 | Q3 2023 | 3 |
Standard Investments LLC | 2 | 1 | 0.03% | 0.67% | 1.95% | Q3 2013 | Q1 2022 | 3 |
EULAV Asset Management | 3 | 3 | 0.16% | 0.18% | 0.20% | Q4 2014 | Q2 2015 | 3 |
GRAHAM & DODD FUND, LLC | 3 | 3 | 1.29% | 1.45% | 1.74% | Q2 2013 | Q4 2013 | 3 |
Cowen Prime Services LLC | 3 | 3 | 0.48% | 0.76% | 0.91% | Q2 2013 | Q4 2013 | 3 |
VICUS CAPITAL | 2 | 1 | 0.03% | 0.04% | 0.04% | Q3 2017 | Q2 2018 | 3 |
Baystate Wealth Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2022 | 3 |
Capula Management Ltd | 1 | 1 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 3 |
Estate Counselors, LLC | 3 | 3 | 0.08% | 0.13% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Thomasville National Bank | 3 | 3 | 0.11% | 0.12% | 0.16% | Q1 2017 | Q3 2017 | 3 |
Desjardins Global Asset Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Oxbow Advisors, LLC | 3 | 3 | 0.28% | 0.47% | 0.84% | Q4 2018 | Q2 2019 | 3 |
Waverly Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2017 | 3 |
LVW Advisors, LLC | 1 | 1 | 0.05% | 0.06% | 0.08% | Q3 2019 | Q3 2023 | 3 |
Aveo Capital Partners, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Alpha Cubed Investments, LLC | 3 | 3 | 0.50% | 0.51% | 0.52% | Q2 2015 | Q4 2015 | 3 |
Lehman Financial Resources, Inc. | 2 | 1 | 0.02% | 0.02% | 0.03% | Q3 2014 | Q3 2015 | 3 |
LUCUS ADVISORS LLC | 2 | 1 | 0.28% | 0.32% | 0.37% | Q1 2016 | Q1 2018 | 3 |
GeoWealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Riverview Trust Co | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2022 | 3 |
Verity Asset Management, Inc. | 3 | 3 | 1.59% | 1.66% | 1.70% | Q1 2018 | Q3 2018 | 3 |
CWH Capital Management, Inc. | 3 | 3 | 0.10% | 0.17% | 0.28% | Q2 2020 | Q4 2020 | 3 |
B. Riley Wealth Management, Inc. | 2 | 1 | 0.01% | 0.03% | 0.07% | Q2 2014 | Q3 2018 | 3 |
FAGAN ASSOCIATES, INC. | 2 | 1 | 0.23% | 0.25% | 0.27% | Q1 2014 | Q1 2016 | 3 |
NorthRock Partners, LLC | 2 | 1 | 0.02% | 0.07% | 0.10% | Q3 2019 | Q1 2022 | 3 |
TCG Advisors, LP | 3 | 3 | 0.43% | 0.49% | 0.52% | Q3 2019 | Q1 2020 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.10% | 0.21% | 0.40% | Q4 2016 | Q4 2016 | 3 |
Lebenthal Asset Management, LLC | 3 | 3 | 0.14% | 0.19% | 0.22% | Q2 2016 | Q4 2016 | 3 |
Gupta Wealth Management LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 3 |
TradeLink Capital LLC | 2 | 1 | 0.33% | 0.49% | 0.68% | Q2 2015 | Q1 2016 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Renasant Bank | 3 | 3 | 0.16% | 0.18% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Railway Pension Investments Ltd | 2 | 1 | 0.06% | 0.09% | 0.13% | Q4 2018 | Q3 2022 | 3 |
Terra Nova Asset Management LLC | 3 | 3 | 0.38% | 0.42% | 0.47% | Q1 2021 | Q3 2021 | 3 |
Capital Investment Advisory Services, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 3 |
V Wealth Advisors LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2021 | 3 |
Delphi Private Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2016 | 3 |
Transform Wealth, LLC | 3 | 3 | 0.22% | 0.28% | 0.32% | Q4 2017 | Q2 2018 | 3 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.05% | 0.11% | 0.21% | Q4 2014 | Q1 2017 | 3 |
Knights of Columbus Asset Advisors LLC | 3 | 3 | 0.07% | 0.18% | 0.24% | Q3 2018 | Q1 2019 | 3 |
Guidant Wealth Advisors | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2018 | 3 |
OneDigital Investment Advisors LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
McAdam, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2018 | Q3 2018 | 3 |
Synergy Asset Management, LLC | 3 | 3 | 0.44% | 0.58% | 0.84% | Q3 2022 | Q1 2023 | 3 |
Global Financial Private Capital, Inc | 3 | 3 | 0.00% | 0.12% | 0.22% | Q3 2019 | Q1 2020 | 3 |
Morse Asset Management, Inc | 1 | 1 | 0.08% | 0.11% | 0.15% | Q1 2017 | Q3 2023 | 3 |
Intercontinental Wealth Advisors, LLC | 3 | 3 | 0.14% | 0.15% | 0.17% | Q3 2017 | Q1 2018 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q3 2018 | 3 |
Taylor Hoffman Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Tibra Equities Europe Ltd | 3 | 3 | 0.17% | 0.26% | 0.44% | Q1 2019 | Q3 2019 | 3 |
Rossmore Private Capital | 2 | 1 | 0.01% | 0.05% | 0.07% | Q4 2017 | Q3 2023 | 3 |
F3Logic, LLC | 3 | 3 | 0.14% | 0.15% | 0.15% | Q2 2022 | Q4 2022 | 3 |
NICOLA WEALTH MANAGEMENT LTD. | 3 | 3 | 0.32% | 0.36% | 0.38% | Q1 2018 | Q3 2018 | 3 |
Chicago Capital, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2018 | 3 |
DUALITY ADVISERS, LP | 1 | 1 | 0.09% | 0.23% | 0.34% | Q1 2022 | Q3 2023 | 3 |
CYNOSURE ADVISORS, LLC | 3 | 3 | 0.07% | 0.10% | 0.14% | Q4 2017 | Q2 2018 | 3 |
Boothe Investment Group, Inc. | 3 | 3 | 4.26% | 4.47% | 4.73% | Q2 2019 | Q4 2019 | 3 |
Essex Savings Bank | 3 | 3 | 0.08% | 0.09% | 0.11% | Q4 2018 | Q2 2019 | 3 |
AIA Investment Management Private Ltd | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Hotaling Investment Management, LLC | 2 | 1 | 0.31% | 0.46% | 0.55% | Q4 2018 | Q2 2022 | 3 |
Kore Private Wealth LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 3 |
Qsemble Capital Management, LP | 2 | 1 | 0.43% | 0.49% | 0.54% | Q4 2022 | Q3 2023 | 3 |
Lantz Financial LLC | 3 | 3 | 0.09% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Bay Harbor Wealth Management, LLC | 2 | 1 | 0.00% | 0.06% | 0.09% | Q3 2019 | Q4 2020 | 3 |
Leelyn Smith, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Keudell/Morrison Wealth Management | 3 | 3 | 0.08% | 0.11% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Avion Wealth | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Graypoint LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Laidlaw Wealth Management LLC | 3 | 3 | 0.04% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 3 |
AXS Investments LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
1776 Wealth LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q2 2020 | 3 |
Standard Family Office LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
OCCUDO QUANTITATIVE STRATEGIES LP | 2 | 1 | 0.05% | 0.22% | 0.50% | Q2 2021 | Q2 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
TFC Financial Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
GoalVest Advisory LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2023 | 3 |
Galvin, Gaustad & Stein, LLC | 3 | 3 | 0.29% | 0.33% | 0.34% | Q4 2020 | Q2 2021 | 3 |
Alpha DNA Investment Management LLC | 2 | 1 | 0.04% | 0.38% | 1.06% | Q4 2020 | Q2 2022 | 3 |
Thrive Capital Management, LLC | 3 | 3 | 0.24% | 0.26% | 0.27% | Q1 2023 | Q3 2023 | 3 |
Curi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
NorthCrest Asset Manangement, LLC | 3 | 3 | 0.54% | 0.59% | 0.64% | Q1 2022 | Q3 2022 | 3 |
Ameritas Advisory Services, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 3 |
AVAII WEALTH MANAGEMENT, LLC | 3 | 3 | 0.16% | 0.30% | 0.38% | Q4 2022 | Q2 2023 | 3 |
Confluence Wealth Services, Inc. | 3 | 3 | 0.07% | 0.09% | 0.11% | Q1 2023 | Q3 2023 | 3 |
AlphaCentric Advisors LLC | 3 | 3 | 0.08% | 0.10% | 0.11% | Q3 2022 | Q1 2023 | 3 |
SageView Advisory Group, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Cyndeo Wealth Partners, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Phillips Wealth Planners LLC | 3 | 3 | 0.29% | 0.29% | 0.30% | Q1 2023 | Q3 2023 | 3 |
VitalStone Financial, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Beverly Hills Private Wealth, LLC | 3 | 3 | 0.09% | 0.10% | 0.12% | Q1 2023 | Q3 2023 | 3 |
LBP AM SA | 3 | 3 | 0.01% | 0.13% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Buck Wealth Strategies, LLC | 2 | 1 | 0.03% | 0.12% | 0.23% | Q3 2022 | Q3 2023 | 3 |
First County Bank /CT/ | 3 | 3 | 0.34% | 0.58% | 0.77% | Q1 2023 | Q3 2023 | 3 |
HAZLETT, BURT & WATSON, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FIRST CITIZENS BANCORPORATION INC | 3 | 3 | 0.46% | 0.56% | 0.63% | Q2 2014 | Q4 2014 | 3 |
VAUGHAN & Co SECURITIES, INC. | 3 | 3 | 0.44% | 0.46% | 0.47% | Q1 2023 | Q3 2023 | 3 |
RESOURCE CONSULTING GROUP INC | 3 | 3 | 0.30% | 0.33% | 0.35% | Q4 2021 | Q2 2022 | 3 |
MONETTA FINANCIAL SERVICES INC | 2 | 1 | 0.46% | 0.57% | 0.63% | Q4 2016 | Q2 2022 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q2 2018 | 3 |
CHEMICAL BANK | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q3 2018 | 3 |
KOCH INDUSTRIES INC | 2 | 1 | 0.05% | 0.07% | 0.10% | Q2 2017 | Q1 2018 | 3 |
NATIONAL INVESTMENT SERVICES INC /WI | 3 | 3 | 2.01% | 2.15% | 2.34% | Q1 2014 | Q3 2014 | 3 |
LFA - Lugano Financial Advisors SA | 2 | 2 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q1 2020 | 2 |
PICTON MAHONEY ASSET MANAGEMENT | 1 | 1 | 0.09% | 0.24% | 0.39% | Q3 2014 | Q3 2016 | 2 |
MCIA Inc | 2 | 2 | 0.25% | 0.26% | 0.28% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
HC FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2022 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
PEAK FINANCIAL ADVISORS LLC | 2 | 2 | 0.23% | 0.27% | 0.32% | Q1 2022 | Q2 2022 | 2 |
Edmond de Rothschild (Europe) | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q4 2015 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 2 |
TLP GROUP LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2018 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Private Portfolio Partners LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2021 | Q1 2022 | 2 |
J.Safra Asset Management Corp | 2 | 2 | 0.21% | 0.23% | 0.24% | Q2 2016 | Q3 2016 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
MANA Advisors LLC | 1 | 1 | 0.38% | 0.73% | 1.07% | Q1 2018 | Q3 2018 | 2 |
Peregrine Asset Advisers, Inc. | 2 | 2 | 1.11% | 2.02% | 2.94% | Q4 2020 | Q1 2021 | 2 |
Edgestream Partners, L.P. | 2 | 2 | 0.13% | 0.17% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Spectrum Management Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q1 2016 | 2 |
Skandinaviska Enskilda Banken AB (publ) | 2 | 2 | 1.44% | 1.53% | 1.62% | Q3 2018 | Q4 2018 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.09% | 0.13% | 0.17% | Q2 2014 | Q3 2014 | 2 |
Genus Capital Management Inc. | 2 | 2 | 0.73% | 0.79% | 0.85% | Q2 2023 | Q3 2023 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Black Swift Group, LLC | 2 | 2 | 0.40% | 0.53% | 0.66% | Q4 2021 | Q1 2022 | 2 |
9258 Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.08% | Q4 2019 | Q1 2021 | 2 |
FDO Partners, LLC | 1 | 1 | 0.18% | 0.34% | 0.49% | Q4 2015 | Q1 2017 | 2 |
Sterling Investment Advisors, Ltd. | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q2 2022 | 2 |
Fractal Investments LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q1 2022 | 2 |
Sandbar Asset Management LLP | 2 | 2 | 1.60% | 1.65% | 1.70% | Q1 2021 | Q2 2021 | 2 |
QUANTITATIVE VALUE TECHNOLOGIES, LLC | 2 | 2 | 1.08% | 1.25% | 1.43% | Q1 2021 | Q2 2021 | 2 |
Ackerman Capital Advisors, LLC | 1 | 1 | 0.84% | 1.49% | 2.13% | Q3 2018 | Q2 2019 | 2 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 2 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 2 | 2 | 0.29% | 0.44% | 0.60% | Q3 2019 | Q4 2019 | 2 |
Pantechnicon Advisors LLP | 2 | 2 | 3.71% | 5.27% | 6.83% | Q2 2023 | Q3 2023 | 2 |
BHF Kleinwort Benson Group S.A. | 2 | 2 | 0.68% | 0.85% | 1.02% | Q4 2015 | Q1 2016 | 2 |
Smart Portfolios, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 2 |
Optimal Asset Management, Inc. | 2 | 2 | 0.09% | 0.10% | 0.10% | Q1 2020 | Q2 2020 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q4 2020 | 2 |
Beirne Wealth Consulting Services, LLC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q3 2020 | Q4 2020 | 2 |
NVWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
Shepherd Financial Partners LLC | 2 | 2 | 0.54% | 0.57% | 0.61% | Q1 2021 | Q2 2021 | 2 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 2 |
BRASADA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.00% | 0.04% | 0.07% | Q3 2018 | Q4 2019 | 2 |
Roble, Belko & Company, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
BBVA USA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
180 WEALTH ADVISORS, LLC | 2 | 2 | 0.16% | 0.19% | 0.22% | Q4 2017 | Q1 2018 | 2 |
San Luis Wealth Advisors LLC | 2 | 2 | 0.43% | 0.71% | 0.99% | Q3 2022 | Q4 2022 | 2 |
SIENA CAPITAL LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
DOW CHEMICAL CO /DE/ | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q3 2013 | 2 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 2 |
Fusion Family Wealth LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2022 | 2 |
Intersect Capital LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q1 2015 | 2 |
Center For Asset Management LLC | 2 | 2 | 0.22% | 0.39% | 0.55% | Q4 2022 | Q1 2023 | 2 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Golden State Equity Partners | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2023 | Q3 2023 | 2 |
MISSOURI VALLEY PARTNERS, INC. | 2 | 2 | 0.80% | 0.81% | 0.81% | Q2 2013 | Q3 2013 | 2 |
CAPITAL GUARDIAN TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Athanor Capital, LP | 1 | 1 | 1.10% | 2.92% | 4.74% | Q4 2017 | Q2 2019 | 2 |
GGC Opportunity Fund Management, L.P. | 2 | 2 | 0.06% | 0.08% | 0.11% | Q2 2013 | Q3 2013 | 2 |
TD Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
JASINKIEWICZ CAPITAL MANAGEMENT, LP | 2 | 2 | 0.49% | 0.64% | 0.79% | Q2 2013 | Q3 2013 | 2 |
Scotia Asset Management L.P. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
JB Capital LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q2 2022 | 2 |
Invenomic Capital Management LP | 2 | 2 | 0.20% | 0.31% | 0.41% | Q4 2021 | Q1 2022 | 2 |
Nan Shan Life Insurance Co., Ltd. | 2 | 2 | 0.92% | 1.08% | 1.25% | Q1 2016 | Q2 2016 | 2 |
Vantage Financial Partners Ltd., Inc. | 2 | 2 | 0.13% | 0.14% | 0.14% | Q3 2019 | Q4 2019 | 2 |
Lenox Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
CAPITAL GROWTH MANAGEMENT LP | 2 | 2 | 1.33% | 1.63% | 1.92% | Q1 2018 | Q2 2018 | 2 |
Financial Advocates Investment Management | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q2 2019 | 2 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.05% | 0.10% | 0.15% | Q3 2018 | Q3 2018 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
OLD MISSION CAPITAL LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q3 2019 | 2 |
Clarus Wealth Advisors | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.03% | 0.12% | 0.20% | Q3 2018 | Q4 2020 | 2 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.11% | 0.79% | 1.47% | Q2 2018 | Q1 2020 | 2 |
Indices-Pac Research Corp. | 2 | 2 | 0.17% | 0.38% | 0.58% | Q4 2013 | Q1 2014 | 2 |
Apollo Management Holdings, L.P. | 2 | 2 | 17.37% | 27.11% | 36.84% | Q2 2013 | Q3 2013 | 2 |
Sepio Capital, LP | 2 | 2 | 0.21% | 0.22% | 0.22% | Q1 2023 | Q2 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Boussard & Gavaudan Investment Management LLP | 1 | 1 | 0.24% | 2.42% | 4.61% | Q2 2015 | Q2 2019 | 2 |
Palisades Investment Partners, LLC | 2 | 2 | 0.51% | 0.52% | 0.53% | Q2 2013 | Q3 2013 | 2 |
Sargent Bickham Lagudis LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q1 2021 | 2 |
CATAPULT CAPITAL MANAGEMENT LLC | 2 | 2 | 0.14% | 0.56% | 0.98% | Q3 2013 | Q4 2013 | 2 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q1 2023 | Q2 2023 | 2 |
Vigilant Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
USA MUTUALS ADVISORS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
MARIANAS FUND MANAGEMENT LLC | 1 | 1 | 2.20% | 3.03% | 3.85% | Q4 2014 | Q2 2017 | 2 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 2 | 2.33% | 2.35% | 2.37% | Q2 2021 | Q3 2021 | 2 |
Hatteras Investment Partners, LP | 2 | 2 | 0.40% | 0.56% | 0.71% | Q3 2014 | Q4 2014 | 2 |
BLUESTEIN R H & CO LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2014 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.13% | 0.13% | 0.14% | Q2 2013 | Q3 2013 | 2 |
Cubic Asset Management, LLC | 2 | 2 | 0.28% | 0.28% | 0.29% | Q1 2014 | Q2 2014 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2021 | Q2 2021 | 2 |
V-Square Quantitative Management LLC | 2 | 2 | 0.14% | 0.16% | 0.18% | Q2 2023 | Q3 2023 | 2 |
ICC CAPITAL MANAGEMENT INC/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
BRIGADE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.36% | 0.99% | 1.62% | Q1 2014 | Q4 2016 | 2 |
CHASE INVESTMENT COUNSEL CORP | 2 | 2 | 1.32% | 1.54% | 1.75% | Q2 2014 | Q3 2014 | 2 |
Wilmington Trust Investment Management, LLC | 1 | 1 | 0.10% | 0.15% | 0.21% | Q2 2013 | Q2 2014 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q3 2016 | 2 |
Interchange Capital Partners, LLC | 2 | 2 | 0.14% | 0.23% | 0.31% | Q4 2020 | Q1 2021 | 2 |
MUFG Securities EMEA plc | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
TimeScale Financial, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Handelsbanken Fonder AB | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2018 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Marquette Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Cheyne Capital Management (UK) LLP | 2 | 2 | 0.21% | 0.23% | 0.25% | Q1 2015 | Q2 2015 | 2 |
VELA Investment Management, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Man Investments Ltd | 2 | 2 | 0.07% | 0.11% | 0.14% | Q1 2014 | Q2 2014 | 2 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2021 | 2 |
Tradeworx Inc. | 2 | 2 | 0.51% | 0.55% | 0.59% | Q2 2014 | Q3 2014 | 2 |
Greenland Capital Management LP | 2 | 2 | 0.16% | 0.18% | 0.20% | Q4 2022 | Q1 2023 | 2 |
KINGS POINT CAPITAL MANAGEMENT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
Perimeter Capital Partners, LLC | 2 | 2 | 0.61% | 0.64% | 0.66% | Q2 2013 | Q3 2013 | 2 |
MOODY ALDRICH PARTNERS LLC | 2 | 2 | 0.21% | 0.22% | 0.22% | Q2 2019 | Q3 2019 | 2 |
Tradewinds Global Investors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2016 | 2 |
TVR Capital Management LP | 2 | 2 | 1.44% | 1.69% | 1.94% | Q2 2017 | Q3 2017 | 2 |
Scotia Institutional Investments US, LP | 2 | 2 | 13.24% | 17.28% | 21.32% | Q2 2013 | Q3 2013 | 2 |
Winslow Capital Management, LLC | 1 | 1 | 0.00% | 0.34% | 0.68% | Q1 2014 | Q2 2015 | 2 |
Washington Trust Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
NinePointTwo Capital LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q2 2023 | 2 |
THREADGILL FINANCIAL, LLC | 2 | 2 | 0.53% | 0.57% | 0.61% | Q3 2022 | Q4 2022 | 2 |
Detwiler Fenton Investment Management LLC | 2 | 2 | 4.10% | 4.38% | 4.65% | Q2 2014 | Q3 2014 | 2 |
INTEGRATED WEALTH COUNSEL, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2016 | Q4 2016 | 2 |
Financial Sense Advisors, Inc. | 2 | 2 | 0.35% | 1.48% | 2.60% | Q1 2017 | Q2 2017 | 2 |
Phocas Financial Corp. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q1 2023 | 2 |
SII INVESTMENTS INC/WI | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2017 | Q3 2017 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Locust Wood Capital Advisers | 2 | 2 | 1.67% | 1.98% | 2.28% | Q3 2013 | Q4 2013 | 2 |
Van Leeuwen & Company, LLC | 2 | 2 | 0.21% | 0.22% | 0.23% | Q4 2018 | Q1 2019 | 2 |
CWA Asset Management Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Aris Wealth Services, Inc. | 2 | 2 | 0.08% | 0.09% | 0.10% | Q1 2015 | Q2 2015 | 2 |
REINHART PARTNERS, LLC. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2017 | Q3 2017 | 2 |
CHILDRESS CAPITAL ADVISORS, LLC | 2 | 2 | 0.01% | 0.06% | 0.10% | Q4 2020 | Q1 2021 | 2 |
Egerton Capital (UK) LLP | 2 | 2 | 2.22% | 2.95% | 3.67% | Q2 2014 | Q3 2014 | 2 |
Alpine Global Management, LLC | 2 | 2 | 0.11% | 0.14% | 0.16% | Q4 2014 | Q1 2015 | 2 |
BOWEN HANES & CO INC | 2 | 2 | 0.94% | 0.99% | 1.04% | Q3 2015 | Q4 2015 | 2 |
LNZ Capital LP | 1 | 1 | 0.48% | 0.84% | 1.20% | Q4 2015 | Q1 2017 | 2 |
Private Wealth Partners, LLC | 2 | 2 | 1.20% | 1.21% | 1.22% | Q1 2017 | Q2 2017 | 2 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2017 | 2 |
Herring Creek Capital Management, LLC | 2 | 2 | 2.19% | 2.24% | 2.30% | Q2 2014 | Q3 2014 | 2 |
Stux Capital Management, LLC | 1 | 1 | 0.04% | 0.09% | 0.14% | Q2 2013 | Q2 2014 | 2 |
Allen Investment Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q3 2014 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
1919 Investment Counsel, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2017 | 2 |
S.A.C. GLOBAL INVESTORS, LLP | 2 | 2 | 0.11% | 0.17% | 0.23% | Q2 2013 | Q3 2013 | 2 |
Lowe Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
CHARTWELL INVESTMENT PARTNERS/PA | 2 | 2 | 0.02% | 0.08% | 0.14% | Q4 2013 | Q1 2014 | 2 |
Commonwealth Retirement Investments LLC | 2 | 2 | 1.03% | 1.25% | 1.48% | Q4 2022 | Q1 2023 | 2 |
RPg Family Wealth Advisory, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 2 |
Wedmont Private Capital | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
PLATINUM GROVE ASSET MANAGEMENT, LP | 2 | 2 | 0.69% | 1.57% | 2.45% | Q2 2013 | Q3 2013 | 2 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 2 | 2 | 0.67% | 0.79% | 0.91% | Q2 2014 | Q3 2014 | 2 |
BANK OF EDWARDSVILLE | 2 | 2 | 0.48% | 0.51% | 0.54% | Q1 2019 | Q2 2019 | 2 |
WHITEBOX ADVISORS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q4 2014 | 2 |
AGF MANAGEMENT LTD | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
RONALD BLUE & CO LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q2 2015 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
CINQUE PARTNERS LLC | 2 | 2 | 0.90% | 0.96% | 1.03% | Q2 2015 | Q3 2015 | 2 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 1 | 1 | 0.08% | 0.18% | 0.28% | Q4 2014 | Q4 2019 | 2 |
COLRAIN CAPITAL LLC | 2 | 2 | 0.10% | 0.31% | 0.51% | Q4 2016 | Q1 2017 | 2 |
BLACKTHORN INVESTMENT GROUP LLC | 1 | 1 | 1.21% | 1.91% | 2.60% | Q2 2013 | Q4 2013 | 2 |
GREEN VALLEY INVESTORS LLC | 2 | 2 | 0.68% | 0.94% | 1.20% | Q2 2019 | Q3 2019 | 2 |
HIGHLAND CAPITAL MANAGEMENT LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
STRATEGY ASSET MANAGERS LLC | 2 | 2 | 0.48% | 0.59% | 0.70% | Q3 2014 | Q4 2014 | 2 |
West Family Investments, Inc. | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Incline Global Management LLC | 2 | 2 | 3.29% | 4.05% | 4.80% | Q2 2013 | Q3 2013 | 2 |
Edge Wealth Management LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q3 2016 | Q3 2021 | 2 |
Quarry LP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 2 |
Exane Asset Management | 1 | 1 | 2.71% | 3.12% | 3.53% | Q3 2016 | Q2 2019 | 2 |
Cornerstone Financial Partners, LLC | 2 | 2 | 0.39% | 0.40% | 0.42% | Q1 2016 | Q2 2016 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Armbruster Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2017 | 2 |
Diametric Capital, LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q3 2023 | 2 |
Fiduciary Trust Co International of Pennsylvania | 1 | 1 | 0.03% | 0.05% | 0.08% | Q2 2015 | Q2 2017 | 2 |
Optas, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 2 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q3 2019 | 2 |
Signition LP | 1 | 1 | 0.16% | 0.25% | 0.34% | Q4 2017 | Q4 2018 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q4 2021 | Q1 2022 | 2 |
Kiwi Wealth Investments Limited Partnership | 2 | 2 | 0.38% | 0.39% | 0.41% | Q2 2018 | Q3 2018 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
CFM WEALTH PARTNERS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
PIERSHALE FINANCIAL GROUP, INC. | 2 | 2 | 1.67% | 2.34% | 3.01% | Q1 2014 | Q2 2014 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Atalan Capital Partners, LP | 2 | 2 | 2.28% | 4.62% | 6.97% | Q1 2017 | Q2 2017 | 2 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 2 |
Lee Capital Management LP | 2 | 2 | 0.81% | 0.81% | 0.82% | Q4 2016 | Q1 2017 | 2 |
Alpha Quant Advisors, LLC | 2 | 2 | 1.19% | 1.21% | 1.23% | Q4 2018 | Q1 2019 | 2 |
R&F Capital Advisors LP | 2 | 2 | 0.21% | 0.27% | 0.34% | Q4 2016 | Q1 2017 | 2 |
Maryland State Retirement & Pension System | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q1 2021 | 2 |
West Branch Capital LLC | 2 | 2 | 0.38% | 0.50% | 0.62% | Q1 2019 | Q2 2019 | 2 |
Eudaimonia Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
NWAM LLC | 1 | 1 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q1 2022 | 2 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.00% | 0.04% | 0.08% | Q3 2014 | Q1 2015 | 2 |
Olympiad Research LP | 1 | 1 | 0.18% | 0.20% | 0.23% | Q2 2020 | Q2 2023 | 2 |
TBH Global Asset Management, LLC | 2 | 2 | 0.30% | 0.37% | 0.44% | Q4 2019 | Q1 2020 | 2 |
Burren Capital Advisors Ltd | 2 | 2 | 0.75% | 0.88% | 1.00% | Q1 2014 | Q2 2014 | 2 |
Windsor Creek Advisors, LLC | 1 | 1 | 0.05% | 0.16% | 0.26% | Q4 2018 | Q4 2018 | 2 |
Davis Capital Management | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Vise Technologies, Inc. | 1 | 1 | 0.07% | 0.08% | 0.08% | Q2 2022 | Q1 2023 | 2 |
Glaxis Capital Management, LLC | 2 | 2 | 2.66% | 3.06% | 3.46% | Q4 2013 | Q1 2014 | 2 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Copeland Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
PINNBROOK CAPITAL MANAGEMENT LP | 1 | 1 | 0.72% | 1.35% | 1.98% | Q2 2022 | Q2 2022 | 2 |
WADDELL & ASSOCIATES, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Marketfield Asset Management LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2014 | Q3 2014 | 1 |
Prince Street Capital Management LLC | 1 | 1 | 6.43% | 6.43% | 6.43% | Q2 2018 | Q2 2018 | 1 |
Spark Investment Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2014 | Q4 2014 | 1 |
SOUTHPORT MANAGEMENT, L.L.C. | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2013 | Q2 2013 | 1 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2015 | Q3 2015 | 1 |
GOLDEN GATE PRIVATE EQUITY, INC. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2013 | Q4 2013 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
SUMIT CAPITAL, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2013 | Q4 2013 | 1 |
Liontrust Investment Partners LLP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Hilton Capital Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2016 | Q3 2016 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Telemetry Investments, L.L.C. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2015 | Q1 2015 | 1 |
Candriam S.C.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Archipel Asset Management AB | 1 | 1 | 2.24% | 2.24% | 2.24% | Q3 2013 | Q3 2013 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
INR ADVISORY SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Tiger Legatus Capital Management, LLC | 1 | 1 | 2.29% | 2.29% | 2.29% | Q2 2013 | Q2 2013 | 1 |
Cai Capital Management, Inc. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2013 | Q2 2013 | 1 |
CapWealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Candlewood Investment Group, LP | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2015 | Q4 2015 | 1 |
Rotella Capital Management, Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2015 | Q3 2015 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Talara Capital Management, LLC | 1 | 1 | 1.06% | 1.06% | 1.06% | Q3 2014 | Q3 2014 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2017 | Q1 2017 | 1 |
Cardinal Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Long Oar Global Investors, LLC | 1 | 1 | 5.18% | 5.18% | 5.18% | Q3 2013 | Q3 2013 | 1 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q2 2019 | 1 |
Eidelman Virant Capital | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
HABER TRILIX ADVISORS, LP | 1 | 1 | 1.11% | 1.11% | 1.11% | Q2 2013 | Q2 2013 | 1 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Mizuho Trust & Banking Co., Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q1 2015 | 1 |
Bronson Point Management LLC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q4 2013 | Q4 2013 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
MARK MORRIS ET AL | 1 | 1 | 0.66% | 0.66% | 0.66% | Q2 2013 | Q2 2013 | 1 |
PATTON ALBERTSON MILLER GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
Andromeda Capital LLC | 1 | 1 | 1.57% | 1.57% | 1.57% | Q2 2013 | Q2 2013 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
COASTLAND CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Archer Capital Management, L.P. | 1 | 1 | 0.94% | 0.94% | 0.94% | Q4 2014 | Q4 2014 | 1 |
IFC Holdings Incorporated/FL | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q1 2017 | 1 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2019 | Q3 2019 | 1 |
MARK ASSET MANAGEMENT LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2014 | Q1 2014 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2014 | Q1 2014 | 1 |
440 INVESTMENT GROUP, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2017 | Q1 2017 | 1 |
RiverFront Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2016 | Q2 2016 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Alberta Investment Management Corp | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2013 | Q2 2013 | 1 |
First Allied Asset Management, Inc. | 1 | 1 | 0.91% | 0.91% | 0.91% | Q1 2015 | Q1 2015 | 1 |
Manikay Partners, LLC | 1 | 1 | 1.97% | 1.97% | 1.97% | Q2 2019 | Q2 2019 | 1 |
Conatus Capital Management LP | 1 | 1 | 2.09% | 2.09% | 2.09% | Q2 2013 | Q2 2013 | 1 |
Gerry Farber, LLC | 1 | 1 | 1.49% | 1.49% | 1.49% | Q3 2013 | Q3 2013 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
First City Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2016 | Q1 2016 | 1 |
Baltimore-Washington Financial Advisors Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
PORTOLA GROUP INC /CA | 1 | 1 | 1.05% | 1.05% | 1.05% | Q3 2013 | Q3 2013 | 1 |
Apriem Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
AB CarVal Investors, LP | 1 | 1 | 35.11% | 35.11% | 35.11% | Q4 2015 | Q4 2015 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
PAYDEN & RYGEL INVESTMENT GROUP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
WESTEND PARTNERS LP | 1 | 1 | 2.36% | 2.36% | 2.36% | Q3 2013 | Q3 2013 | 1 |
NEWLAND CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q1 2015 | Q1 2015 | 1 |
DAVIS R M INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
KBI Global Investors Ltd | 1 | 1 | 0.97% | 0.97% | 0.97% | Q2 2016 | Q2 2016 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Kohlberg Kravis Roberts & Co. L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
SUFFOLK CAPITAL MANAGEMENT LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q2 2014 | Q2 2014 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2016 | Q1 2016 | 1 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1 | 1 | 3.21% | 3.21% | 3.21% | Q2 2013 | Q2 2013 | 1 |
Redwood Investments, LLC | 1 | 1 | 1.77% | 1.77% | 1.77% | Q3 2013 | Q3 2013 | 1 |
Fortress Investment Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Arrow Investment Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2021 | Q2 2021 | 1 |
EMORY UNIVERSITY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
Ballentine Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2013 | Q4 2013 | 1 |
Santa Fe Partners LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2015 | Q2 2015 | 1 |
KS MANAGEMENT CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
Parsec Financial Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Independence Capital Asset Partners, LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q3 2014 | Q3 2014 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Waverton Investment Management Ltd | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2013 | Q3 2013 | 1 |
IMS Capital Management | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2021 | Q3 2021 | 1 |
StoneX Group Inc. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2017 | Q2 2017 | 1 |
Leucadia National | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Bain Capital Credit, LP | 1 | 1 | 1.11% | 1.11% | 1.11% | Q1 2020 | Q1 2020 | 1 |
LANSDOWNE PARTNERS LIMITED PARTNERSHIP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Timber Hill LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
UNITED BANK | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
WAFRA INC. | 1 | 1 | 1.75% | 1.75% | 1.75% | Q3 2014 | Q3 2014 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Brookfield Public Securities Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
SCOUT INVESTMENTS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
JANA PARTNERS LLC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q1 2014 | Q1 2014 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.73% | 0.73% | 0.73% | Q2 2015 | Q2 2015 | 1 |
IBERIABANK CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Aventail Capital Group, LP | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2023 | Q1 2023 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
CERTUITY, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
TSFG, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Engrave Wealth Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Westshore Wealth, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2019 | Q4 2019 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
TT International Asset Management LTD | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2021 | Q3 2021 | 1 |
Carolina Wealth Advisors, LLC | 1 | 1 | 2.26% | 2.26% | 2.26% | Q4 2019 | Q4 2019 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Arden Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Joseph P. Lucia & Associates, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Cornerstone Wealth Group, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2021 | Q3 2021 | 1 |
Sunflower Bank, N.A. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2023 | Q3 2023 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
New World Advisors LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q2 2021 | Q2 2021 | 1 |
H2O AM LLP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2019 | Q3 2019 | 1 |
Princeton Global Asset Management LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2018 | Q4 2018 | 1 |
PIN OAK INVESTMENT ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SlateStone Wealth, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2019 | Q1 2019 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Landsberg, Bennett, & Dubbaneh LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q4 2018 | Q4 2018 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Sterling Manor Financial, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2022 | Q2 2022 | 1 |
ARISTEIA CAPITAL, L.L.C. | 1 | 1 | 10.49% | 10.49% | 10.49% | Q2 2019 | Q2 2019 | 1 |
Inlet Private Wealth, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q1 2019 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MQS Management LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
Addison Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Oak Thistle LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Next Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Cox Capital Mgt LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
JGP Wealth Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2020 | Q1 2020 | 1 |
All Season Financial Advisors, Inc. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2022 | Q1 2022 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Thrive Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Ignite Planners, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q2 2019 | Q2 2019 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Ceredex Value Advisors LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2019 | Q4 2019 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Signature Wealth Management Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Ashler Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Factorial Partners, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q2 2019 | Q2 2019 | 1 |
Deuterium Capital Management, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2023 | Q1 2023 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
O'Neil Global Advisors, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Pallas Capital Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Regency Capital Management Inc.\DE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Solstein Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Midwest Professional Planners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Independence Bank of Kentucky | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Delphia (USA) Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2021 | Q4 2021 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Fairholme Capital Management | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
Straight Path Wealth Management | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2022 | Q4 2022 | 1 |
LAKE STREET ADVISORS GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
MWA Asset Management | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2023 | Q3 2023 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Aevitas Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2020 | Q2 2020 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CARILLON TOWER ADVISERS, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
New Millennium Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Operose Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cruiser Capital Advisors, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2018 | Q4 2018 | 1 |
Oak Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
MOODY LYNN & LIEBERSON, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Heritage Trust Co | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Bryn Mawr Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2023 | Q3 2023 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Northwest Quadrant Wealth Management, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2018 | Q2 2018 | 1 |
MARSICO CAPITAL MANAGEMENT LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2015 | Q2 2015 | 1 |
Virtus Family Office LLC | 1 | 1 | 2.26% | 2.26% | 2.26% | Q3 2022 | Q3 2022 | 1 |
PENSECO FINANCIAL SERVICES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Ursa Fund Management, LLC | 1 | 1 | 0.97% | 0.97% | 0.97% | Q2 2019 | Q2 2019 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FSC Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Sterling Investment Counsel, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2022 | Q2 2022 | 1 |
Norway Savings Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Sante Capital Fund, LP | 1 | 1 | 1.14% | 1.14% | 1.14% | Q3 2022 | Q3 2022 | 1 |
Castle Hook Partners LP | 1 | 1 | 1.66% | 1.66% | 1.66% | Q1 2017 | Q1 2017 | 1 |
Bellwether Investment Group, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2016 | Q4 2016 | 1 |
Drake & Associates, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Catamount Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2019 | Q2 2019 | 1 |
SANDERS MORRIS HARRIS LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2016 | Q1 2016 | 1 |
Sanoor Capital Management LP | 1 | 1 | 8.71% | 8.71% | 8.71% | Q4 2016 | Q4 2016 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Hoxton Planning & Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Verum Partners LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
DoubleLine ETF Adviser LP | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2023 | Q2 2023 | 1 |
Gallacher Capital Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
PECONIC PARTNERS LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2016 | Q3 2016 | 1 |
Point72 Asia (Singapore) Pte. Ltd. | 1 | 1 | 8.62% | 8.62% | 8.62% | Q1 2016 | Q1 2016 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Blue Rock Advisors, LLC | 1 | 1 | 1.81% | 1.81% | 1.81% | Q3 2018 | Q3 2018 | 1 |
LUPO SECURITIES, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2015 | Q1 2015 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
West Tower Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Vinva Investment Management Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
FUKOKU MUTUAL LIFE INSURANCE Co | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
3Chopt Investment Partners, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
RAIFF PARTNERS INC | 1 | 1 | 2.46% | 2.46% | 2.46% | Q2 2013 | Q2 2013 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Trinity Legacy Partners, LLC | 1 | 1 | 1.18% | 1.18% | 1.18% | Q3 2023 | Q3 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
ANTIPODES PARTNERS Ltd | 1 | 1 | 2.16% | 2.16% | 2.16% | Q3 2023 | Q3 2023 | 1 |
Starfire Investment Advisers, Inc. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2017 | Q4 2017 | 1 |
United Community Bank | 1 | 1 | 0.77% | 0.77% | 0.77% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Allen Mooney & Barnes Investment Advisors LLC | 1 | 1 | 2.70% | 2.70% | 2.70% | Q3 2023 | Q3 2023 | 1 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Harfst & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Sendero Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
MIK CAPITAL LLC | 1 | 1 | 4.40% | 4.40% | 4.40% | Q4 2016 | Q4 2016 | 1 |
Donald L. Hagan, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2022 | Q1 2022 | 1 |
Genesis Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Nair Vinay | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2015 | Q1 2015 | 1 |
Eukles Asset Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
PYRRHO CAPITAL MANAGEMENT, LP | 1 | 1 | 2.34% | 2.34% | 2.34% | Q4 2014 | Q4 2014 | 1 |
Verde Servicos Internacionais S.A. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
REGENTS OF THE UNIVERSITY OF CALIFORNIA | 1 | 1 | 1.08% | 1.08% | 1.08% | Q4 2014 | Q4 2014 | 1 |
PALLADIEM, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
C WorldWide Group Holding A/S | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
GOFEN & GLOSSBERG LLC /IL/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Anandar Capital Management LP | 1 | 1 | 1.60% | 1.60% | 1.60% | Q4 2014 | Q4 2014 | 1 |
LANSDOWNE PARTNERS (UK) LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Wakefield Asset Management LLLP | 1 | 1 | 1.16% | 1.16% | 1.16% | Q2 2022 | Q2 2022 | 1 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
ISF Management LLC | 1 | 1 | 3.36% | 3.36% | 3.36% | Q4 2014 | Q4 2014 | 1 |
Lorem Ipsum Management, LLC | 1 | 1 | 4.81% | 4.81% | 4.81% | Q2 2016 | Q2 2016 | 1 |
Cranbrook Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
RAINIER INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2014 | Q4 2014 | 1 |
EFG Asset Management (Americas) Corp. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2015 | Q2 2015 | 1 |
Sabal Capital Management, LLC | 1 | 1 | 5.28% | 5.28% | 5.28% | Q3 2016 | Q3 2016 | 1 |
Napier Park Global Capital (US) LP | 1 | 1 | 14.39% | 14.39% | 14.39% | Q2 2021 | Q2 2021 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
EA Series Trust | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Select Equity Group, L.P. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2014 | Q1 2014 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
Shellback Capital, LP | 1 | 1 | 2.91% | 2.91% | 2.91% | Q2 2015 | Q2 2015 | 1 |
MACKAY SHIELDS LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2013 | Q2 2013 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Kernodle & Katon Asset Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Fort Point Capital Partners LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q4 2017 | 1 |
SPX Gestao de Recursos Ltda | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
US GLOBAL INVESTORS FUNDS | 1 | 1 | 0.84% | 0.84% | 0.84% | Q4 2013 | Q4 2013 | 1 |
Capstone Investment Advisors (Netherlands), B.V. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2017 | Q2 2017 | 1 |
AmericaFirst Quantitative Trust - AmericaFirst Defensive Growth & Income Portfolio, Series 2 | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2017 | Q2 2017 | 1 |
Alexandria Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2019 | Q2 2019 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Wood Investment Counsel LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2023 | Q2 2023 | 1 |
ACG Wealth | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Zimmer Partners, LP | 1 | 1 | 2.82% | 2.82% | 2.82% | Q4 2013 | Q4 2013 | 1 |
DSAM Partners (London) Ltd | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2019 | Q3 2019 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Clarkston Capital Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2014 | Q1 2014 | 1 |
Quantedge Capital Pte Ltd | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2022 | Q2 2022 | 1 |
External links
This page lists all the filers that currently own LYONDELLBASELL INDUSTRIES N or have owned LYONDELLBASELL INDUSTRIES N in the past.