Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CITIGROUP INC | 40 | 40 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2023 | 102 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40 | 40 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 101 |
BARCLAYS PLC | 41 | 41 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 99 |
Walleye Trading LLC | 40 | 40 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q1 2023 | 91 |
GOLDMAN SACHS GROUP INC | 40 | 4 | 0.00% | 0.00% | 0.02% | Q1 2012 | Q1 2023 | 87 |
Citadel Advisors | 30 | 1 | 0.00% | 0.00% | 0.03% | Q1 2014 | Q1 2023 | 83 |
Cutler Group LLC / CA | 30 | 30 | 0.00% | 0.01% | 0.13% | Q4 2015 | Q1 2023 | 75 |
HUNTINGTON NATIONAL BANK | 36 | 20 | 0.00% | 0.00% | 0.00% | Q1 2009 | Q3 2023 | 56 |
WOLVERINE TRADING, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2022 | 52 |
JANE STREET GROUP, LLC | 21 | 1 | 0.00% | 0.01% | 0.09% | Q4 2014 | Q1 2023 | 52 |
M&T BANK CORP | 40 | 40 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2023 | 47 |
Twin Tree Management, LP | 9 | 1 | 0.00% | 0.02% | 0.15% | Q4 2012 | Q1 2023 | 46 |
Steigerwald, Gordon & Koch Inc. | 44 | 44 | 1.67% | 2.30% | 3.32% | Q2 2012 | Q1 2023 | 44 |
WELLS FARGO & COMPANY/MN | 40 | 40 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2023 | 44 |
COMMERCE BANK | 43 | 43 | 0.01% | 0.03% | 0.07% | Q1 2013 | Q3 2023 | 43 |
UBS Group AG | 34 | 34 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2023 | 43 |
Cohen Klingenstein LLC | 42 | 42 | 0.03% | 0.08% | 0.17% | Q2 2013 | Q3 2023 | 42 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 42 | 42 | 0.05% | 0.16% | 0.40% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VERMONT | 42 | 42 | 0.07% | 0.27% | 0.78% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 40 | 40 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q1 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Horrell Capital Management, Inc. | 42 | 42 | 0.27% | 0.35% | 0.50% | Q2 2013 | Q3 2023 | 42 |
BEDDOW CAPITAL MANAGEMENT INC | 42 | 42 | 1.92% | 3.24% | 4.56% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 41 | 41 | 0.04% | 0.07% | 0.13% | Q2 2013 | Q2 2023 | 41 |
SHUFRO ROSE & CO LLC | 40 | 1 | 0.08% | 0.28% | 0.66% | Q3 2012 | Q1 2023 | 41 |
NATIXIS ADVISORS, L.P. | 41 | 41 | 0.06% | 0.15% | 0.29% | Q2 2013 | Q2 2023 | 41 |
JPMORGAN CHASE & CO | 41 | 41 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2023 | 41 |
Spot Trading L.L.C | 14 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q1 2017 | 41 |
Bank of New York Mellon Corp | 40 | 40 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 40 |
PRIO WEALTH LIMITED PARTNERSHIP | 40 | 40 | 0.01% | 0.12% | 0.31% | Q2 2013 | Q1 2023 | 40 |
AMERIPRISE FINANCIAL INC | 40 | 40 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2023 | 40 |
GRANDFIELD & DODD, LLC | 40 | 40 | 1.52% | 1.89% | 2.58% | Q2 2013 | Q1 2023 | 40 |
SG Americas Securities, LLC | 40 | 40 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2023 | 40 |
DIMENSIONAL FUND ADVISORS LP | 40 | 40 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2023 | 40 |
OPPENHEIMER & CO INC | 40 | 40 | 0.03% | 0.07% | 0.15% | Q2 2013 | Q1 2023 | 40 |
Mirae Asset Global Investments Co., Ltd. | 23 | 2 | 0.00% | 0.01% | 0.06% | Q4 2011 | Q1 2023 | 40 |
Laird Norton Wetherby Wealth Management, LLC | 40 | 40 | 0.04% | 0.12% | 0.22% | Q2 2013 | Q1 2023 | 40 |
BOWEN HANES & CO INC | 40 | 40 | 0.03% | 0.47% | 1.60% | Q2 2013 | Q1 2023 | 40 |
WHITTIER TRUST CO | 40 | 40 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2023 | 40 |
PINNACLE ASSOCIATES LTD | 40 | 40 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q1 2023 | 40 |
Neuberger Berman Group LLC | 40 | 40 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q1 2023 | 40 |
GAMCO INVESTORS, INC. ET AL | 40 | 40 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2023 | 40 |
US BANCORP \DE\ | 40 | 40 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2023 | 40 |
GABELLI FUNDS LLC | 40 | 40 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q1 2023 | 40 |
Creative Planning | 40 | 40 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 40 |
BLAIR WILLIAM & CO/IL | 40 | 40 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q1 2023 | 40 |
GUARDIAN CAPITAL ADVISORS LP | 40 | 40 | 0.66% | 0.94% | 1.17% | Q3 2013 | Q2 2023 | 40 |
J.P. Morgan Private Wealth Advisors LLC | 40 | 40 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q1 2023 | 40 |
BANK OF AMERICA CORP /DE/ | 40 | 40 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2023 | 40 |
FIFTH THIRD BANCORP | 40 | 40 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 40 |
LOGAN CAPITAL MANAGEMENT INC | 40 | 40 | 0.00% | 0.07% | 0.15% | Q3 2013 | Q2 2023 | 40 |
Fisher Asset Management, LLC | 36 | 4 | 0.00% | 0.26% | 0.44% | Q2 2013 | Q3 2023 | 40 |
MORGAN STANLEY | 40 | 40 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q1 2023 | 40 |
Invesco Ltd. | 40 | 40 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2023 | 40 |
TRUIST FINANCIAL CORP | 40 | 40 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q1 2023 | 40 |
BANK OF MONTREAL /CAN/ | 39 | 39 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2022 | 40 |
1832 Asset Management L.P. | 40 | 40 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 40 |
RAYMOND JAMES & ASSOCIATES | 40 | 40 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2023 | 40 |
GLENMEDE TRUST CO NA | 40 | 40 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2023 | 40 |
NORTHERN TRUST CORP | 40 | 40 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q1 2023 | 40 |
PEAK6 Group LLC | 13 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q2 2018 | 39 |
MARATHON CAPITAL MANAGEMENT | 32 | 7 | 0.05% | 1.43% | 3.20% | Q2 2013 | Q1 2023 | 39 |
First Horizon Advisors, Inc. | 17 | 3 | 0.00% | 0.00% | 0.09% | Q1 2012 | Q3 2023 | 39 |
BEACH INVESTMENT COUNSEL INC/PA | 29 | 4 | 0.02% | 0.09% | 0.44% | Q1 2013 | Q3 2023 | 39 |
CENTRAL TRUST Co | 30 | 9 | 0.00% | 0.03% | 0.22% | Q2 2013 | Q1 2023 | 39 |
HM PAYSON & CO | 22 | 17 | 0.01% | 0.05% | 0.30% | Q2 2013 | Q1 2023 | 39 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 26 | 13 | 0.00% | 0.02% | 0.17% | Q2 2013 | Q1 2023 | 39 |
Cardinal Capital Management | 39 | 39 | 0.47% | 0.57% | 0.73% | Q3 2013 | Q1 2023 | 39 |
GUGGENHEIM CAPITAL LLC | 31 | 8 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2023 | 39 |
SCOTIA CAPITAL INC. | 28 | 11 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q1 2023 | 39 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 18 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2023 | 39 |
FIRST MANHATTAN CO. LLC. | 23 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 38 |
BLUESTEIN R H & CO LLC | 38 | 38 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2022 | 38 |
D.A. DAVIDSON & CO. | 38 | 38 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2022 | 38 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 36 | 2 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q2 2023 | 38 |
Capital Advisors, Ltd. LLC | 38 | 38 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2023 | 38 |
Moors & Cabot, Inc. | 37 | 37 | 0.00% | 0.27% | 0.34% | Q1 2014 | Q1 2023 | 38 |
SHELTON CAPITAL MANAGEMENT | 38 | 38 | 0.04% | 0.12% | 0.31% | Q1 2014 | Q2 2023 | 38 |
Hudock, Inc. | 38 | 38 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 38 |
Gradient Investments LLC | 22 | 16 | 0.00% | 0.03% | 0.48% | Q3 2013 | Q1 2023 | 38 |
DEUTSCHE BANK AG\ | 35 | 3 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q1 2023 | 38 |
EARNEST PARTNERS LLC | 38 | 38 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2023 | 38 |
HighTower Advisors, LLC | 23 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q1 2023 | 37 |
Columbia Asset Management | 33 | 4 | 0.06% | 0.17% | 1.98% | Q4 2013 | Q1 2023 | 37 |
STIFEL FINANCIAL CORP | 37 | 37 | 0.01% | 0.05% | 0.12% | Q1 2014 | Q1 2023 | 37 |
MUFG Americas Holdings Corp | 32 | 1 | 0.00% | 0.03% | 0.12% | Q4 2010 | Q3 2022 | 36 |
Parallax Volatility Advisers, L.P. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 36 |
LPL Financial LLC | 24 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q1 2022 | 36 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 33 | 3 | 0.03% | 0.73% | 1.27% | Q2 2013 | Q3 2023 | 36 |
REGIONS FINANCIAL CORP | 25 | 11 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q2 2023 | 36 |
FDx Advisors, Inc. | 25 | 11 | 0.01% | 0.02% | 0.05% | Q3 2013 | Q2 2023 | 36 |
SCOUT INVESTMENTS, INC. | 35 | 35 | 0.04% | 0.13% | 1.41% | Q2 2013 | Q4 2021 | 35 |
TDAM USA INC. | 35 | 35 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2021 | 35 |
Johnson Financial Group, Inc. | 35 | 35 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q4 2021 | 35 |
AMERICAN NATIONAL INSURANCE CO | 35 | 35 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q4 2021 | 35 |
STATE STREET CORP | 30 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2023 | 35 |
FMR LLC | 35 | 35 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2023 | 35 |
FIRST TRUST ADVISORS LP | 32 | 3 | 0.00% | 0.05% | 0.09% | Q1 2014 | Q1 2023 | 35 |
BOKF, NA | 16 | 4 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2023 | 34 |
FOLKETRYGDFONDET | 34 | 34 | 0.08% | 1.32% | 3.60% | Q4 2014 | Q1 2023 | 34 |
Bartlett & Co. LLC | 26 | 1 | 0.00% | 0.28% | 1.26% | Q2 2013 | Q1 2022 | 34 |
SEI INVESTMENTS CO | 34 | 34 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q1 2023 | 34 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 18 | 1 | 0.00% | 0.05% | 0.17% | Q2 2013 | Q1 2023 | 34 |
First Personal Financial Services | 34 | 34 | 0.06% | 0.11% | 0.31% | Q4 2014 | Q1 2023 | 34 |
WEBSTER BANK, N. A. | 27 | 7 | 0.00% | 0.03% | 0.19% | Q2 2013 | Q2 2023 | 34 |
AllSquare Wealth Management LLC | 34 | 34 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2023 | 34 |
Portland Global Advisors LLC | 33 | 33 | 0.34% | 0.82% | 1.05% | Q1 2015 | Q1 2023 | 33 |
Van Cleef Asset Management,Inc | 33 | 33 | 0.05% | 0.59% | 2.78% | Q2 2013 | Q2 2021 | 33 |
Wellington Shields Capital Management, LLC | 13 | 10 | 0.03% | 0.15% | 0.36% | Q2 2013 | Q1 2023 | 33 |
Checchi Capital Advisers, LLC | 33 | 33 | 0.02% | 0.05% | 0.07% | Q1 2015 | Q1 2023 | 33 |
VALLEY NATIONAL ADVISERS INC | 26 | 7 | 0.12% | 0.38% | 1.64% | Q4 2014 | Q1 2023 | 33 |
SIGNATUREFD, LLC | 14 | 9 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2023 | 33 |
Renaissance Technologies | 17 | 4 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q1 2023 | 33 |
Tower Research Capital LLC (TRC) | 11 | 1 | 0.00% | 0.01% | 0.11% | Q3 2013 | Q1 2023 | 33 |
Cambridge Investment Research Advisors, Inc. | 23 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2023 | 33 |
HEADINVEST, LLC | 30 | 3 | 0.04% | 0.62% | 1.92% | Q2 2013 | Q4 2021 | 33 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2021 | 33 |
CREDIT SUISSE AG/ | 29 | 1 | 0.00% | 0.03% | 0.14% | Q1 2013 | Q2 2022 | 32 |
TORONTO DOMINION BANK | 13 | 2 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2023 | 32 |
GEODE CAPITAL MANAGEMENT, LLC | 25 | 7 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2021 | 32 |
Raymond James Financial Services Advisors, Inc. | 31 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2023 | 32 |
Mondrian Investment Partners LTD | 32 | 32 | 0.38% | 1.05% | 1.74% | Q3 2013 | Q2 2021 | 32 |
JOHNSON INVESTMENT COUNSEL INC | 21 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2023 | 32 |
QUADRANT CAPITAL GROUP LLC | 32 | 32 | 0.00% | 0.04% | 0.08% | Q2 2015 | Q1 2023 | 32 |
Covington Capital Management | 21 | 11 | 0.00% | 0.07% | 0.23% | Q2 2013 | Q3 2022 | 32 |
Cullen Capital Management, LLC | 32 | 32 | 0.10% | 0.21% | 0.29% | Q2 2013 | Q1 2021 | 32 |
SEGALL BRYANT & HAMILL, LLC | 32 | 32 | 0.01% | 0.03% | 0.16% | Q1 2013 | Q4 2020 | 32 |
MACQUARIE GROUP LTD | 26 | 6 | 0.02% | 0.18% | 0.32% | Q2 2013 | Q2 2021 | 32 |
Aperio Group, LLC | 31 | 31 | 0.06% | 0.12% | 0.19% | Q2 2013 | Q4 2020 | 31 |
MILLENNIUM MANAGEMENT LLC | 9 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2023 | 31 |
Motley Fool Wealth Management, LLC | 31 | 31 | 0.20% | 0.29% | 0.39% | Q3 2015 | Q1 2023 | 31 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 31 | 31 | 0.37% | 0.80% | 1.19% | Q2 2013 | Q4 2020 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 31 |
LINCLUDEN MANAGEMENT LTD | 31 | 31 | 0.01% | 0.28% | 0.47% | Q2 2013 | Q4 2020 | 31 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q1 2023 | 30 |
Timber Creek Capital Management LLC | 30 | 30 | 0.01% | 0.02% | 0.05% | Q1 2014 | Q2 2021 | 30 |
IFP Advisors, Inc | 16 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2023 | 30 |
Baird Financial Group, Inc. | 19 | 4 | 0.03% | 0.15% | 0.53% | Q2 2015 | Q1 2023 | 30 |
BESSEMER GROUP INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2023 | 29 |
Edge Wealth Management LLC | 29 | 29 | 0.01% | 0.02% | 0.07% | Q3 2013 | Q3 2020 | 29 |
Simmons Bank | 29 | 29 | 0.04% | 0.05% | 0.06% | Q1 2016 | Q1 2023 | 29 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 25 | 1 | 0.00% | 0.11% | 0.85% | Q2 2013 | Q4 2021 | 29 |
OLD NATIONAL BANCORP /IN/ | 12 | 1 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q1 2023 | 29 |
AMERICAN CENTURY COMPANIES INC | 20 | 9 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q1 2023 | 29 |
BENEDICT FINANCIAL ADVISORS INC | 18 | 4 | 0.06% | 0.15% | 0.44% | Q4 2014 | Q3 2023 | 29 |
KINGS POINT CAPITAL MANAGEMENT | 29 | 29 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2022 | 29 |
PENN DAVIS MCFARLAND INC | 29 | 29 | 2.15% | 2.96% | 3.78% | Q1 2016 | Q1 2023 | 29 |
Richard C. Young & CO., LTD. | 28 | 28 | 1.45% | 1.95% | 2.32% | Q2 2013 | Q1 2020 | 28 |
Cubist Systematic Strategies, LLC | 13 | 1 | 0.00% | 0.03% | 0.10% | Q3 2014 | Q1 2023 | 28 |
FRANKLIN RESOURCES INC | 17 | 11 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2023 | 28 |
World Asset Management Inc | 28 | 28 | 0.02% | 0.08% | 0.12% | Q2 2013 | Q1 2020 | 28 |
Private Advisor Group, LLC | 26 | 1 | 0.01% | 0.03% | 0.07% | Q4 2015 | Q1 2023 | 28 |
Willis Investment Counsel | 26 | 2 | 0.32% | 0.86% | 1.53% | Q2 2013 | Q2 2021 | 28 |
TIEMANN INVESTMENT ADVISORS, LLC | 12 | 1 | 0.14% | 0.19% | 0.29% | Q4 2014 | Q1 2023 | 28 |
Avalon Investment & Advisory | 23 | 4 | 0.01% | 0.04% | 0.14% | Q2 2013 | Q1 2022 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2019 | 27 |
Janney Montgomery Scott LLC | 18 | 1 | 0.01% | 0.01% | 0.06% | Q3 2013 | Q2 2023 | 27 |
Nicholas Hoffman & Company, LLC. | 27 | 27 | 0.01% | 0.07% | 0.12% | Q3 2016 | Q1 2023 | 27 |
NEXT Financial Group, Inc | 14 | 6 | 0.00% | 0.04% | 0.16% | Q2 2014 | Q4 2021 | 27 |
CIBC WORLD MARKET INC. | 14 | 2 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2023 | 27 |
Sandhill Capital Partners LLC | 27 | 27 | 0.06% | 0.15% | 0.28% | Q2 2013 | Q4 2019 | 27 |
PEAK6 Investments LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2022 | 27 |
REILLY FINANCIAL ADVISORS, LLC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 26 |
Winslow, Evans & Crocker, Inc. | 12 | 5 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2020 | 26 |
First Allied Advisory Services, Inc. | 21 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2020 | 26 |
Hexavest Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 26 |
WASHINGTON TRUST BANK | 21 | 5 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q3 2022 | 26 |
PHILADELPHIA TRUST CO | 26 | 26 | 0.03% | 0.99% | 2.31% | Q1 2017 | Q2 2023 | 26 |
Parallel Advisors, LLC | 26 | 26 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q1 2023 | 26 |
JARISLOWSKY, FRASER Ltd | 26 | 26 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2019 | 26 |
Balentine LLC | 12 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q2 2023 | 25 |
D. E. Shaw & Co., Inc. | 5 | 1 | 0.00% | 0.01% | 0.06% | Q3 2014 | Q1 2023 | 25 |
Ledyard National Bank | 25 | 25 | 0.02% | 0.38% | 1.56% | Q2 2013 | Q2 2019 | 25 |
OPPENHEIMER ASSET MANAGEMENT INC. | 25 | 25 | 0.01% | 0.13% | 0.23% | Q1 2017 | Q1 2023 | 25 |
DIVIDEND ASSETS CAPITAL, LLC | 25 | 25 | 0.03% | 0.15% | 0.21% | Q3 2017 | Q3 2023 | 25 |
KEYBANK NATIONAL ASSOCIATION/OH | 20 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q1 2023 | 25 |
Steward Partners Investment Advisory, LLC | 17 | 8 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2023 | 25 |
Caprock Group, LLC | 24 | 1 | 0.02% | 0.06% | 0.11% | Q1 2016 | Q1 2023 | 25 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 22 | 2 | 0.01% | 0.36% | 0.62% | Q4 2013 | Q4 2021 | 24 |
Crossmark Global Holdings, Inc. | 23 | 1 | 0.09% | 0.15% | 0.41% | Q3 2016 | Q1 2023 | 24 |
BlackRock Inc. | 23 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2023 | 24 |
DUBUQUE BANK & TRUST CO | 24 | 24 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 24 |
Freestone Capital Holdings, LLC | 21 | 3 | 0.00% | 0.11% | 0.36% | Q2 2013 | Q1 2023 | 24 |
Banco de Sabadell, S.A | 24 | 24 | 0.05% | 0.29% | 0.72% | Q4 2017 | Q3 2023 | 24 |
SYNOVUS FINANCIAL CORP | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 24 |
ETRADE Capital Management LLC | 10 | 5 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2020 | 24 |
CWM, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2023 | 24 |
RAYMOND JAMES TRUST N.A. | 24 | 24 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q2 2023 | 24 |
WHITTIER TRUST CO OF NEVADA INC | 20 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 24 |
Cornerstone Advisors, Inc. | 15 | 9 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q2 2019 | 24 |
Carroll Financial Associates, Inc. | 20 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2021 | 24 |
North Star Investment Management Corp. | 12 | 4 | 0.01% | 0.03% | 0.16% | Q1 2014 | Q1 2023 | 24 |
TRILLIUM ASSET MANAGEMENT, LLC | 23 | 23 | 0.01% | 0.61% | 1.58% | Q2 2013 | Q4 2018 | 23 |
Lester Murray Antman dba SimplyRich | 18 | 5 | 0.19% | 0.24% | 0.38% | Q4 2017 | Q3 2023 | 23 |
Freedom Investment Management, Inc. | 13 | 10 | 0.02% | 0.10% | 0.23% | Q3 2016 | Q1 2023 | 23 |
Abbrea Capital, LLC | 13 | 10 | 0.04% | 0.07% | 0.14% | Q4 2016 | Q3 2023 | 23 |
Ipswich Investment Management Co., Inc. | 23 | 23 | 0.05% | 0.32% | 1.11% | Q2 2013 | Q4 2018 | 23 |
LAZARD ASSET MANAGEMENT LLC | 22 | 1 | 0.00% | 0.14% | 0.22% | Q1 2017 | Q1 2023 | 23 |
Baker Avenue Asset Management, LP | 12 | 2 | 0.09% | 0.49% | 0.88% | Q3 2014 | Q1 2023 | 23 |
CAPITAL FUND MANAGEMENT S.A. | 8 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q1 2023 | 23 |
Firsthand Capital Management, Inc. | 14 | 4 | 0.06% | 0.25% | 0.59% | Q2 2013 | Q3 2023 | 23 |
CULLEN/FROST BANKERS, INC. | 22 | 22 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2023 | 22 |
AdvisorNet Financial, Inc | 22 | 22 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2023 | 22 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
SeaCrest Wealth Management, LLC | 22 | 22 | 0.03% | 0.06% | 0.18% | Q4 2017 | Q1 2023 | 22 |
Investors Research Corp | 22 | 22 | 0.17% | 0.34% | 0.61% | Q4 2017 | Q1 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2023 | 22 |
LS Investment Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
Simplicity Solutions, LLC | 10 | 1 | 0.00% | 0.06% | 0.20% | Q4 2015 | Q1 2023 | 22 |
TWO SIGMA INVESTMENTS, LP | 8 | 1 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q1 2023 | 22 |
BDO Wealth Advisors, LLC | 22 | 22 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q4 2022 | 22 |
ROPES WEALTH ADVISORS LLC | 21 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2020 | 22 |
Allworth Financial LP | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2023 | 22 |
Rockefeller Capital Management L.P. | 22 | 22 | 0.01% | 0.04% | 0.10% | Q1 2018 | Q2 2023 | 22 |
KCM INVESTMENT ADVISORS LLC | 22 | 22 | 0.02% | 0.27% | 0.46% | Q2 2013 | Q3 2018 | 22 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 22 | 22 | 0.22% | 0.43% | 0.63% | Q4 2015 | Q1 2021 | 22 |
BAHL & GAYNOR INC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 22 |
Old North State Trust, LLC | 21 | 21 | 0.07% | 0.20% | 0.29% | Q3 2018 | Q3 2023 | 21 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 21 | 21 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2018 | 21 |
ATWOOD & PALMER INC | 15 | 6 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2018 | 21 |
ANDERSON HOAGLAND & CO | 21 | 21 | 0.22% | 0.32% | 0.48% | Q3 2013 | Q3 2018 | 21 |
Atria Investments, Inc | 10 | 1 | 0.01% | 0.03% | 0.04% | Q1 2017 | Q1 2023 | 21 |
BRADLEY FOSTER & SARGENT INC/CT | 8 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2023 | 21 |
ASSETMARK, INC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2023 | 21 |
COZAD ASSET MANAGEMENT INC | 17 | 4 | 0.03% | 0.06% | 0.10% | Q2 2018 | Q3 2023 | 21 |
Verdence Capital Advisors LLC | 16 | 5 | 0.08% | 0.14% | 0.22% | Q4 2017 | Q1 2023 | 21 |
WELLINGTON MANAGEMENT GROUP LLP | 21 | 21 | 0.00% | 0.07% | 0.16% | Q1 2014 | Q1 2019 | 21 |
ALPS ADVISORS INC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q1 2023 | 20 |
TWO SIGMA ADVISERS, LP | 10 | 1 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q1 2023 | 20 |
13D Management LLC | 19 | 1 | 2.83% | 3.78% | 5.15% | Q2 2015 | Q2 2020 | 20 |
CIBC Private Wealth Group, LLC | 17 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q2 2022 | 20 |
BNP PARIBAS FINANCIAL MARKETS | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 20 |
Pacer Advisors, Inc. | 6 | 1 | 0.00% | 0.05% | 0.23% | Q4 2013 | Q3 2023 | 20 |
Peachtree Investment Advisors, Inc. | 15 | 5 | 0.44% | 0.71% | 1.02% | Q4 2013 | Q4 2018 | 20 |
Boston Trust Walden Corp | 20 | 20 | 0.02% | 0.08% | 0.16% | Q2 2013 | Q1 2018 | 20 |
Global Retirement Partners, LLC | 15 | 5 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2023 | 20 |
COLONY GROUP LLC | 13 | 7 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q3 2023 | 20 |
Baystate Wealth Management LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 20 |
Dorsey & Whitney Trust CO LLC | 11 | 1 | 0.02% | 0.04% | 0.08% | Q1 2017 | Q1 2023 | 20 |
HARBOUR INVESTMENT MANAGEMENT LLC | 20 | 20 | 0.16% | 0.89% | 1.30% | Q2 2013 | Q1 2018 | 20 |
ClearBridge Investments | 14 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2020 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
STEWART & PATTEN CO LLC | 20 | 20 | 0.04% | 1.08% | 1.55% | Q2 2013 | Q1 2018 | 20 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2017 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.01% | 0.04% | 0.15% | Q4 2017 | Q2 2022 | 19 |
ADVISOR PARTNERS LLC | 11 | 2 | 0.02% | 0.05% | 0.12% | Q4 2013 | Q2 2022 | 19 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q2 2023 | 19 |
FIRST INTERSTATE BANK | 19 | 19 | 0.01% | 0.04% | 0.06% | Q3 2015 | Q1 2020 | 19 |
Quantbot Technologies LP | 5 | 1 | 0.00% | 0.05% | 0.12% | Q3 2013 | Q1 2023 | 19 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 19 | 19 | 0.00% | 0.04% | 0.10% | Q1 2014 | Q3 2018 | 19 |
EAGLE ASSET MANAGEMENT INC | 17 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 19 |
Mitsubishi UFJ Asset Management Co., Ltd. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2023 | 19 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 18 | 18 | 0.02% | 0.02% | 0.04% | Q1 2019 | Q2 2023 | 19 |
M&R CAPITAL MANAGEMENT INC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2020 | 19 |
BROWN ADVISORY INC | 19 | 19 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q4 2017 | 19 |
BROWN BROTHERS HARRIMAN & CO | 15 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 19 |
Opus Capital Group, LLC | 15 | 1 | 0.04% | 0.08% | 0.13% | Q4 2015 | Q4 2020 | 19 |
HSBC HOLDINGS PLC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q1 2012 | Q4 2022 | 19 |
Keystone Financial Planning, Inc. | 19 | 19 | 0.44% | 1.79% | 3.41% | Q3 2015 | Q1 2020 | 19 |
Front Row Advisors LLC | 15 | 4 | 0.00% | 0.84% | 1.43% | Q4 2017 | Q3 2023 | 19 |
Focused Wealth Management, Inc | 19 | 19 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2018 | 19 |
RHUMBLINE ADVISERS | 13 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 19 |
Belpointe Asset Management LLC | 19 | 19 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q1 2023 | 19 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 11 | 3 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2023 | 19 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 19 | 19 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2023 | 19 |
Financial Architects, Inc | 10 | 9 | 0.00% | 0.15% | 0.46% | Q2 2013 | Q2 2018 | 19 |
Covenant Partners, LLC | 18 | 18 | 0.09% | 0.37% | 0.78% | Q4 2018 | Q1 2023 | 18 |
Glassman Wealth Services | 13 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q2 2023 | 18 |
WASHINGTON TRUST Co | 14 | 4 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q2 2023 | 18 |
Lindbrook Capital, LLC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q1 2023 | 18 |
Endurance Wealth Management, Inc. | 13 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q1 2023 | 18 |
GUARDIAN INVESTMENT MANAGEMENT | 18 | 18 | 0.31% | 1.18% | 2.18% | Q3 2013 | Q4 2017 | 18 |
MML INVESTORS SERVICES, LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2022 | 18 |
MANNING & NAPIER ADVISORS LLC | 18 | 18 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2017 | 18 |
SUNTRUST BANKS INC | 15 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2018 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
AUA CAPITAL MANAGEMENT, LLC | 10 | 8 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q2 2022 | 18 |
PITTENGER & ANDERSON INC | 10 | 8 | 0.00% | 0.06% | 0.12% | Q2 2014 | Q4 2018 | 18 |
Pinnacle Wealth Planning Services, Inc. | 10 | 2 | 0.04% | 0.20% | 0.62% | Q4 2017 | Q1 2023 | 18 |
NORTHEAST INVESTMENT MANAGEMENT | 18 | 18 | 0.13% | 1.09% | 1.61% | Q2 2019 | Q3 2023 | 18 |
Global Trust Asset Management, LLC | 18 | 18 | 0.04% | 0.09% | 0.24% | Q1 2019 | Q2 2023 | 18 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.11% | 0.24% | 0.33% | Q2 2013 | Q2 2017 | 17 |
FARMERS & MERCHANTS INVESTMENTS INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 17 |
180 WEALTH ADVISORS, LLC | 10 | 7 | 0.10% | 0.22% | 0.32% | Q4 2017 | Q1 2023 | 17 |
TD Capital Management LLC | 14 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2023 | 17 |
NAPLES GLOBAL ADVISORS, LLC | 17 | 17 | 0.08% | 0.17% | 0.30% | Q1 2019 | Q1 2023 | 17 |
LOWE BROCKENBROUGH & CO INC | 17 | 17 | 0.13% | 0.15% | 0.17% | Q3 2014 | Q3 2018 | 17 |
CONNING INC. | 15 | 1 | 0.01% | 0.03% | 0.15% | Q2 2016 | Q2 2021 | 17 |
People's United Financial, Inc. | 17 | 17 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q2 2017 | 17 |
Bangor Savings Bank | 17 | 17 | 0.04% | 0.08% | 0.13% | Q2 2019 | Q2 2023 | 17 |
MARIETTA INVESTMENT PARTNERS LLC | 13 | 2 | 0.07% | 0.25% | 0.58% | Q4 2013 | Q2 2023 | 17 |
Hamlin Capital Management, LLC | 17 | 17 | 2.19% | 2.96% | 3.42% | Q1 2015 | Q1 2019 | 17 |
Eventide Asset Management | 17 | 17 | 0.00% | 0.06% | 0.11% | Q3 2015 | Q3 2019 | 17 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11 | 1 | 0.00% | 0.07% | 0.26% | Q1 2017 | Q1 2023 | 17 |
ATLAS CAPITAL ADVISORS LLC | 9 | 8 | 0.01% | 0.06% | 0.14% | Q1 2019 | Q3 2023 | 17 |
ArchPoint Investors | 17 | 17 | 0.14% | 0.22% | 0.37% | Q1 2015 | Q1 2019 | 17 |
Lenox Wealth Advisors, LLC | 17 | 17 | 0.00% | 0.00% | 0.03% | Q4 2017 | Q4 2021 | 17 |
BALDWIN BROTHERS LLC/MA | 9 | 3 | 0.01% | 0.27% | 1.40% | Q2 2013 | Q2 2022 | 17 |
Independent Portfolio Consultants, Inc. | 17 | 17 | 0.14% | 0.29% | 0.53% | Q2 2013 | Q2 2017 | 17 |
OPTIMUM INVESTMENT ADVISORS | 10 | 7 | 0.00% | 0.02% | 0.08% | Q3 2013 | Q2 2020 | 17 |
Roof Eidam Maycock Peralta, LLC | 17 | 17 | 0.28% | 0.40% | 0.51% | Q1 2019 | Q1 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q2 2017 | 17 |
Veritable, L.P. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q2 2022 | 17 |
TimeScale Financial, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 16 |
Apriem Advisors | 16 | 16 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q1 2017 | 16 |
Murphy Pohlad Asset Management LLC | 16 | 16 | 1.02% | 1.89% | 2.24% | Q2 2019 | Q1 2023 | 16 |
Sonora Investment Management, LLC | 8 | 1 | 0.00% | 0.27% | 1.13% | Q3 2015 | Q3 2021 | 16 |
Vigilant Capital Management, LLC | 7 | 1 | 0.00% | 0.35% | 1.42% | Q2 2013 | Q3 2022 | 16 |
HANCOCK WHITNEY CORP | 16 | 16 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
DORCHESTER WEALTH MANAGEMENT Co | 14 | 2 | 0.04% | 0.08% | 0.12% | Q1 2019 | Q1 2023 | 16 |
Virtu KCG Holdings LLC | 16 | 16 | 0.00% | 0.04% | 0.18% | Q3 2013 | Q2 2017 | 16 |
Plante Moran Financial Advisors, LLC | 8 | 1 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q1 2023 | 16 |
Vestmark Advisory Solutions, Inc. | 15 | 1 | 0.04% | 0.11% | 0.16% | Q1 2019 | Q1 2023 | 16 |
Coastline Trust Co | 16 | 16 | 0.03% | 0.17% | 0.27% | Q2 2019 | Q1 2023 | 16 |
Holowesko Partners Ltd. | 15 | 1 | 0.04% | 0.07% | 0.18% | Q2 2013 | Q2 2017 | 16 |
NOMURA HOLDINGS INC | 4 | 1 | 0.00% | 0.02% | 0.11% | Q4 2012 | Q1 2023 | 16 |
Voya Financial Advisors, Inc. | 12 | 3 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q1 2021 | 15 |
IFG Advisory, LLC | 7 | 2 | 0.02% | 0.09% | 0.16% | Q4 2018 | Q1 2023 | 15 |
SALEM INVESTMENT COUNSELORS INC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q1 2023 | 15 |
Stonebridge Capital Advisors LLC | 9 | 1 | 0.00% | 0.06% | 0.82% | Q4 2013 | Q1 2023 | 15 |
Broderick Brian C | 15 | 15 | 0.10% | 0.73% | 1.60% | Q4 2012 | Q2 2016 | 15 |
WRIGHT INVESTORS SERVICE INC | 15 | 15 | 0.37% | 0.96% | 2.04% | Q2 2013 | Q4 2016 | 15 |
VALICENTI ADVISORY SERVICES INC | 15 | 15 | 0.36% | 0.48% | 0.69% | Q1 2020 | Q3 2023 | 15 |
Wellington Shields & Co., LLC | 9 | 2 | 0.02% | 0.36% | 1.07% | Q2 2017 | Q1 2023 | 15 |
OLD MISSION CAPITAL LLC | 5 | 1 | 0.02% | 0.46% | 1.71% | Q1 2015 | Q1 2023 | 15 |
Zions Bancorporation, N.A. | 15 | 15 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q1 2023 | 15 |
MOODY NATIONAL BANK TRUST DIVISION | 15 | 15 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q1 2022 | 15 |
Community Bank, N.A. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 15 |
Ballentine Partners, LLC | 8 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2023 | 15 |
PREMIER ASSET MANAGEMENT LLC | 15 | 15 | 0.28% | 0.46% | 0.58% | Q2 2019 | Q4 2022 | 15 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 14 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2018 | 15 |
Chevy Chase Trust Holdings, LLC | 9 | 1 | 0.00% | 0.08% | 0.40% | Q3 2013 | Q1 2023 | 15 |
Camelot Portfolios, LLC | 15 | 15 | 0.31% | 0.51% | 0.74% | Q1 2015 | Q3 2018 | 15 |
Pacifica Partners Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 15 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 15 | 15 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q4 2016 | 15 |
Patriot Financial Group Insurance Agency, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Smith, Salley & Associates | 15 | 15 | 0.21% | 0.23% | 0.26% | Q4 2019 | Q2 2023 | 15 |
Graves Light Lenhart Wealth, Inc. | 15 | 15 | 0.02% | 0.18% | 0.62% | Q4 2018 | Q2 2022 | 15 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 15 |
RMB Capital Management, LLC | 15 | 15 | 0.01% | 0.16% | 0.22% | Q2 2013 | Q4 2016 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
SouthState Corp | 8 | 6 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q2 2023 | 14 |
HOWE & RUSLING INC | 5 | 4 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2018 | 14 |
Column Capital Advisors, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2023 | 14 |
Cambridge Advisors Inc. | 14 | 14 | 0.11% | 0.17% | 0.25% | Q4 2014 | Q1 2018 | 14 |
OFI Advisors LLC | 7 | 3 | 0.01% | 0.02% | 0.03% | Q3 2011 | Q3 2015 | 14 |
TWO SIGMA SECURITIES, LLC | 4 | 1 | 0.00% | 0.03% | 0.37% | Q2 2016 | Q3 2022 | 14 |
Trutina Financial LLC | 13 | 1 | 0.32% | 3.28% | 4.74% | Q2 2013 | Q4 2016 | 14 |
HARBOR INVESTMENT ADVISORY, LLC | 14 | 14 | 0.00% | 0.03% | 0.04% | Q4 2019 | Q1 2023 | 14 |
Fieldpoint Private Securities, LLC | 7 | 3 | 0.01% | 0.20% | 0.72% | Q2 2017 | Q2 2022 | 14 |
Trexquant Investment LP | 4 | 1 | 0.02% | 0.11% | 0.44% | Q4 2014 | Q1 2023 | 14 |
DREMAN VALUE MANAGEMENT, L L C | 14 | 14 | 0.00% | 0.27% | 0.57% | Q2 2013 | Q3 2016 | 14 |
THORNBURG INVESTMENT MANAGEMENT INC | 14 | 14 | 0.09% | 0.14% | 0.20% | Q4 2019 | Q1 2023 | 14 |
Addenda Capital Inc. | 9 | 2 | 0.01% | 0.06% | 0.23% | Q4 2013 | Q1 2023 | 14 |
Cable Hill Partners, LLC | 7 | 1 | 0.01% | 0.07% | 0.18% | Q3 2015 | Q2 2023 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q1 2019 | 14 |
Clear Harbor Asset Management, LLC | 12 | 1 | 0.01% | 0.10% | 0.23% | Q2 2013 | Q4 2019 | 14 |
CAPTRUST FINANCIAL ADVISORS | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2023 | 14 |
Ethic Inc. | 14 | 14 | 0.19% | 0.28% | 0.37% | Q4 2019 | Q1 2023 | 14 |
BOSTON FAMILY OFFICE LLC | 14 | 14 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2019 | 14 |
Proficio Capital Partners LLC | 13 | 1 | 0.00% | 0.03% | 0.04% | Q4 2015 | Q2 2019 | 14 |
Cresset Asset Management, LLC | 9 | 5 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2022 | 14 |
Manchester Capital Management LLC | 10 | 3 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q1 2022 | 13 |
Financial Gravity Asset Management, Inc. | 7 | 3 | 0.00% | 0.05% | 0.16% | Q1 2018 | Q3 2023 | 13 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 13 | 13 | 0.02% | 0.05% | 0.08% | Q4 2018 | Q4 2021 | 13 |
Bellecapital International Ltd. | 13 | 13 | 0.18% | 0.31% | 0.54% | Q4 2016 | Q4 2019 | 13 |
EATON VANCE MANAGEMENT | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
KANALY TRUST CO | 13 | 13 | 0.00% | 0.04% | 0.11% | Q4 2013 | Q4 2016 | 13 |
JAMES INVESTMENT RESEARCH INC | 13 | 13 | 0.00% | 0.40% | 0.70% | Q1 2020 | Q1 2023 | 13 |
DENVER INVESTMENT ADVISORS LLC | 7 | 6 | 0.01% | 0.38% | 0.64% | Q2 2013 | Q1 2018 | 13 |
Ellevest, Inc. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q1 2023 | 13 |
Quantitative Investment Management, LLC | 6 | 2 | 0.02% | 0.08% | 0.19% | Q3 2013 | Q2 2021 | 13 |
Squarepoint Ops LLC | 3 | 1 | 0.00% | 0.02% | 0.16% | Q3 2015 | Q1 2023 | 13 |
ST GERMAIN D J CO INC | 13 | 13 | 0.03% | 0.08% | 0.48% | Q4 2019 | Q4 2022 | 13 |
First City Capital Management, Inc. | 11 | 1 | 0.14% | 0.48% | 0.75% | Q2 2013 | Q4 2017 | 13 |
OSAIC HOLDINGS, INC. | 13 | 13 | 0.01% | 0.02% | 0.10% | Q1 2020 | Q1 2023 | 13 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 13 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q2 2023 | 13 |
First Trust Bank, Ltd. | 13 | 13 | 6.64% | 10.93% | 18.68% | Q1 2015 | Q1 2018 | 13 |
WELCH & FORBES LLC | 13 | 13 | 0.03% | 0.17% | 0.35% | Q2 2013 | Q2 2016 | 13 |
DEERE & CO | 13 | 13 | 0.04% | 0.06% | 0.13% | Q2 2013 | Q2 2016 | 13 |
KLINGENSTEIN FIELDS & CO LP | 12 | 1 | 0.01% | 0.87% | 1.21% | Q2 2013 | Q4 2016 | 13 |
BRINKER CAPITAL INC | 13 | 13 | 0.02% | 0.08% | 0.14% | Q2 2017 | Q2 2020 | 13 |
Parkside Financial Bank & Trust | 11 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2023 | 13 |
Ironwood Financial, llc | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2021 | 13 |
Valeo Financial Advisors, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 13 |
Sterling Capital Management LLC | 12 | 1 | 0.00% | 0.00% | 0.02% | Q1 2013 | Q3 2019 | 13 |
PEAPACK GLADSTONE FINANCIAL CORP | 12 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2023 | 13 |
Ashfield Capital Partners, LLC | 10 | 3 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q4 2017 | 13 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 11 | 1 | 0.15% | 0.47% | 0.72% | Q3 2019 | Q1 2023 | 12 |
LAKE STREET ADVISORS GROUP, LLC | 11 | 1 | 0.02% | 0.04% | 0.08% | Q1 2020 | Q2 2023 | 12 |
MONETA GROUP INVESTMENT ADVISORS LLC | 11 | 1 | 0.01% | 0.20% | 0.36% | Q3 2012 | Q3 2015 | 12 |
MYCIO WEALTH PARTNERS, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 12 |
PARK AVENUE SECURITIES LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2023 | 12 |
BRAVE ASSET MANAGEMENT INC | 12 | 12 | 0.08% | 0.34% | 0.62% | Q4 2013 | Q3 2016 | 12 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2023 | 12 |
Rehmann Capital Advisory Group | 7 | 5 | 0.00% | 0.02% | 0.05% | Q1 2016 | Q3 2019 | 12 |
TCTC Holdings, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
Vanguard Personalized Indexing Management, LLC | 11 | 1 | 0.06% | 0.10% | 0.22% | Q1 2020 | Q1 2023 | 12 |
Moloney Securities Asset Management, LLC | 8 | 4 | 0.07% | 0.15% | 0.32% | Q2 2018 | Q4 2021 | 12 |
SMITH ASSET MANAGEMENT GROUP LP | 12 | 12 | 0.01% | 0.03% | 0.09% | Q2 2016 | Q1 2019 | 12 |
SOMERVILLE KURT F | 12 | 12 | 0.15% | 1.10% | 1.51% | Q4 2012 | Q3 2015 | 12 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 12 |
NOMURA ASSET MANAGEMENT CO LTD | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 12 |
CAPITAL MANAGEMENT CORP /VA | 6 | 6 | 0.48% | 1.07% | 1.97% | Q2 2015 | Q4 2019 | 12 |
Enterprise Trust & Investment Co | 12 | 12 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2022 | 12 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 7 | 1 | 0.01% | 0.08% | 0.28% | Q1 2018 | Q1 2023 | 12 |
FinTrust Capital Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 12 |
CAPITAL GUARDIAN TRUST CO | 9 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2018 | 12 |
Mariner, LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q1 2023 | 12 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 9 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2021 | 12 |
Princeton Global Asset Management LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
BSW Wealth Partners | 12 | 12 | 0.07% | 0.13% | 0.18% | Q2 2020 | Q1 2023 | 12 |
THOMAS WHITE INTERNATIONAL LTD | 5 | 3 | 0.00% | 0.47% | 1.44% | Q2 2013 | Q2 2023 | 12 |
JONES FINANCIAL COMPANIES LLLP | 10 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q1 2016 | 12 |
Carnegie Capital Asset Management, LLC | 12 | 12 | 0.03% | 0.03% | 0.04% | Q1 2019 | Q4 2021 | 12 |
Dorsey Wright & Associates | 8 | 4 | 0.05% | 0.90% | 1.16% | Q3 2020 | Q3 2023 | 12 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Gotham Asset Management, LLC | 11 | 11 | 0.01% | 0.01% | 0.03% | Q2 2017 | Q4 2019 | 11 |
Independence Bank of Kentucky | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
STEVENS CAPITAL MANAGEMENT LP | 4 | 1 | 0.01% | 0.03% | 0.08% | Q3 2013 | Q2 2018 | 11 |
BALYASNY ASSET MANAGEMENT L.P. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 11 |
Altium Wealth Management LLC | 10 | 1 | 0.05% | 0.07% | 0.10% | Q2 2018 | Q2 2022 | 11 |
BANK OF HAWAII | 8 | 3 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q1 2023 | 11 |
Snowden Capital Advisors LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2023 | 11 |
Prime Capital Investment Advisors, LLC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2023 | 11 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 11 | 11 | 1.06% | 1.47% | 1.93% | Q2 2013 | Q4 2015 | 11 |
Brinker Capital Investments, LLC | 8 | 1 | 0.00% | 0.05% | 0.08% | Q4 2013 | Q4 2022 | 11 |
HHM Wealth Advisors, LLC | 6 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 11 |
Mayflower Financial Advisors, LLC | 11 | 11 | 0.07% | 0.15% | 0.20% | Q4 2020 | Q2 2023 | 11 |
Green Alpha Advisors, LLC | 11 | 11 | 0.88% | 1.05% | 1.37% | Q4 2020 | Q2 2023 | 11 |
FIDGEON TIMOTHY F | 11 | 11 | 0.16% | 0.31% | 0.51% | Q1 2013 | Q3 2015 | 11 |
Morningstar Investment Services LLC | 6 | 2 | 0.01% | 0.06% | 0.14% | Q2 2013 | Q2 2019 | 11 |
PRIVATE TRUST CO NA | 7 | 4 | 0.01% | 0.01% | 0.02% | Q1 2013 | Q1 2023 | 11 |
PERSONAL CFO SOLUTIONS, LLC | 11 | 11 | 0.00% | 0.05% | 0.07% | Q3 2020 | Q1 2023 | 11 |
HighPoint Advisor Group LLC | 6 | 1 | 0.02% | 0.04% | 0.10% | Q1 2016 | Q2 2022 | 11 |
LVW Advisors, LLC | 11 | 11 | 0.04% | 0.15% | 0.18% | Q3 2020 | Q1 2023 | 11 |
PORTLAND INVESTMENT COUNSEL INC. | 8 | 1 | 0.30% | 0.93% | 3.16% | Q2 2013 | Q3 2016 | 11 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.03% | 0.10% | Q3 2015 | Q1 2023 | 11 |
Ativo Capital Management LLC | 11 | 11 | 0.41% | 0.57% | 0.67% | Q2 2015 | Q4 2017 | 11 |
Fayerweather Charles | 11 | 11 | 0.69% | 1.56% | 1.89% | Q4 2012 | Q2 2015 | 11 |
Cedar Brook Financial Partners, LLC | 11 | 11 | 0.05% | 0.09% | 0.10% | Q3 2020 | Q1 2023 | 11 |
American Research & Management Co. | 10 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2022 | 11 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 6 | 5 | 0.09% | 0.13% | 0.16% | Q1 2020 | Q3 2023 | 11 |
Diversified Investment Strategies, LLC | 11 | 11 | 0.21% | 2.35% | 3.52% | Q3 2015 | Q1 2018 | 11 |
Beacon Capital Management, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2016 | 11 |
Richard P Slaughter Associates Inc | 7 | 4 | 0.44% | 0.57% | 0.69% | Q4 2019 | Q1 2023 | 11 |
Capital International Investors | 11 | 11 | 0.08% | 0.14% | 0.16% | Q3 2020 | Q1 2023 | 11 |
Hudson Value Partners, LLC | 11 | 11 | 1.85% | 2.30% | 2.71% | Q4 2020 | Q2 2023 | 11 |
CHELSEA COUNSEL CO | 11 | 11 | 0.45% | 0.80% | 1.32% | Q1 2014 | Q3 2016 | 11 |
Hexagon Capital Partners LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q1 2023 | 11 |
Zions Bancorporation | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2018 | 11 |
PUZO MICHAEL J | 11 | 11 | 0.48% | 1.18% | 1.44% | Q4 2012 | Q2 2015 | 11 |
Avior Wealth Management, LLC | 6 | 5 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2023 | 11 |
Blume Capital Management, Inc. | 9 | 2 | 0.03% | 0.04% | 0.07% | Q4 2014 | Q1 2023 | 11 |
Eagle Ridge Investment Management | 11 | 11 | 0.46% | 0.53% | 0.62% | Q3 2015 | Q1 2018 | 11 |
SOA Wealth Advisors, LLC. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 11 |
AE Wealth Management LLC | 10 | 1 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q1 2023 | 11 |
Brick & Kyle, Associates | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2017 | 10 |
Sowell Financial Services LLC | 8 | 2 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q2 2021 | 10 |
Cetera Investment Advisers | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Ancora Advisors LLC | 4 | 3 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 10 |
BerganKDV Wealth Management, LLC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 10 |
Cerity Partners LLC | 4 | 1 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q1 2023 | 10 |
West Coast Financial LLC | 10 | 10 | 0.08% | 0.58% | 1.16% | Q2 2013 | Q3 2015 | 10 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.03% | 0.13% | Q2 2013 | Q4 2021 | 10 |
Fiduciary Trust Co International of Pennsylvania | 9 | 1 | 0.01% | 0.08% | 0.18% | Q2 2013 | Q2 2017 | 10 |
Trust CO of the Ozarks | 10 | 10 | 0.13% | 0.15% | 0.18% | Q2 2013 | Q3 2015 | 10 |
NTV ASSET MANAGEMENT LLC | 10 | 10 | 0.07% | 0.09% | 0.11% | Q2 2013 | Q3 2015 | 10 |
Convergence Investment Partners, LLC | 9 | 1 | 0.01% | 0.11% | 0.32% | Q2 2013 | Q1 2018 | 10 |
Geneva Advisors, LLC | 5 | 5 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q4 2016 | 10 |
Sargent Bickham Lagudis LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2022 | 10 |
Venturi Wealth Management, LLC | 10 | 10 | 0.05% | 0.09% | 0.10% | Q4 2020 | Q1 2023 | 10 |
JANUS HENDERSON GROUP PLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
MEEDER ASSET MANAGEMENT INC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 10 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10 | 10 | 0.07% | 0.09% | 0.12% | Q4 2020 | Q1 2023 | 10 |
Bond & Devick Financial Network, Inc. | 10 | 10 | 0.25% | 0.29% | 0.35% | Q4 2020 | Q1 2023 | 10 |
HALSEY ASSOCIATES INC/CT | 10 | 10 | 0.05% | 0.99% | 2.46% | Q2 2013 | Q3 2015 | 10 |
Boston Common Asset Management, LLC | 10 | 10 | 0.01% | 0.39% | 0.70% | Q2 2013 | Q3 2015 | 10 |
Regal Investment Advisors LLC | 6 | 1 | 0.00% | 0.04% | 0.07% | Q2 2013 | Q4 2019 | 10 |
NORTHROAD CAPITAL MANAGEMENT LLC | 10 | 10 | 2.02% | 2.28% | 2.54% | Q2 2013 | Q3 2015 | 10 |
Berman Capital Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2021 | 10 |
MASSMUTUAL TRUST CO FSB/ADV | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2017 | 10 |
DEARBORN PARTNERS LLC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2022 | 10 |
Cetera Advisor Networks LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2023 | 10 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2020 | 10 |
Clearstead Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Archford Capital Strategies, LLC | 7 | 3 | 0.00% | 0.04% | 0.16% | Q1 2014 | Q1 2023 | 10 |
Center for Financial Planning, Inc. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 10 |
Susquehanna International Securities, Ltd. | 4 | 1 | 0.09% | 0.58% | 2.63% | Q3 2019 | Q1 2023 | 10 |
FineMark National Bank & Trust | 10 | 10 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2015 | 10 |
First Trust Direct Indexing L.P. | 10 | 10 | 0.13% | 0.16% | 0.23% | Q4 2020 | Q1 2023 | 10 |
Cribstone Capital Management, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2019 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 10 | 10 | 0.55% | 0.62% | 0.67% | Q4 2020 | Q1 2023 | 10 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 10 | 10 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q3 2015 | 10 |
Westside Investment Management, Inc. | 6 | 4 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q4 2022 | 10 |
STRATEGY ASSET MANAGERS LLC | 10 | 10 | 0.57% | 0.70% | 0.94% | Q4 2020 | Q1 2023 | 10 |
Integrated Wealth Concepts LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2023 | 9 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.10% | 0.52% | Q3 2019 | Q2 2023 | 9 |
Russell Investments Group, Ltd. | 3 | 3 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q2 2015 | 9 |
Whitnell & Co. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 9 |
Stanley-Laman Group, Ltd. | 9 | 9 | 0.05% | 0.06% | 0.08% | Q1 2014 | Q1 2016 | 9 |
Nichols Asset Management LLC | 9 | 9 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q2 2015 | 9 |
SENTINEL ASSET MANAGEMENT, INC. | 9 | 9 | 0.02% | 0.35% | 0.59% | Q2 2013 | Q2 2015 | 9 |
FIDUCIARY TRUST CO | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 9 |
Concord Wealth Partners | 7 | 2 | 0.00% | 0.04% | 0.08% | Q4 2020 | Q1 2023 | 9 |
Kestra Advisory Services, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 9 |
HAP Trading, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q1 2022 | 9 |
MID CONTINENT CAPITAL LLC/IL | 9 | 9 | 0.01% | 0.08% | 0.12% | Q2 2013 | Q2 2015 | 9 |
Sigma Planning Corp | 3 | 1 | 0.01% | 0.05% | 0.09% | Q4 2014 | Q1 2023 | 9 |
Kidder Stephen W | 8 | 1 | 0.13% | 0.92% | 1.40% | Q4 2012 | Q1 2015 | 9 |
WEDBUSH SECURITIES INC | 5 | 4 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q1 2020 | 9 |
Point72 Asset Management, L.P. | 4 | 1 | 0.00% | 0.05% | 0.21% | Q4 2016 | Q1 2022 | 9 |
CAPITAL INTERNATIONAL LTD /CA/ | 9 | 9 | 0.06% | 0.06% | 0.07% | Q2 2013 | Q2 2015 | 9 |
Telos Capital Management, Inc. | 9 | 9 | 0.11% | 0.18% | 0.24% | Q2 2013 | Q2 2015 | 9 |
NUANCE INVESTMENTS, LLC | 9 | 9 | 0.24% | 0.86% | 1.77% | Q4 2018 | Q4 2020 | 9 |
LEVIN CAPITAL STRATEGIES, L.P. | 6 | 3 | 0.01% | 0.18% | 0.31% | Q2 2013 | Q3 2018 | 9 |
Janney Capital Management LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2019 | 9 |
Smithfield Trust Co | 5 | 4 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q4 2021 | 9 |
Dunvegan Associates, Inc. | 9 | 9 | 0.10% | 0.12% | 0.17% | Q4 2013 | Q4 2015 | 9 |
GROUP ONE TRADING, L.P. | 3 | 1 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q1 2023 | 9 |
Arjuna Capital | 9 | 9 | 0.13% | 0.29% | 0.38% | Q1 2021 | Q1 2023 | 9 |
Altshuler Shaham Ltd | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2021 | 9 |
PATHSTONE FAMILY OFFICE, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2023 | 9 |
TOMPKINS FINANCIAL CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2017 | 9 |
Alaethes Wealth LLC | 9 | 9 | 0.62% | 0.69% | 0.76% | Q1 2021 | Q1 2023 | 9 |
SALEM CAPITAL MANAGEMENT INC | 9 | 9 | 0.11% | 1.69% | 2.39% | Q2 2013 | Q2 2015 | 9 |
GREENLEAF TRUST | 7 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q1 2023 | 9 |
MGO ONE SEVEN LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2023 | 9 |
Evercore Wealth Management, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 9 |
Thomas J. Herzfeld Advisors, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2019 | 9 |
Avestar Capital, LLC | 3 | 1 | 0.00% | 0.03% | 0.08% | Q4 2017 | Q1 2023 | 9 |
Laidlaw Group, LLC | 9 | 9 | 1.08% | 1.25% | 1.44% | Q2 2013 | Q2 2015 | 9 |
Winfield Associates, Inc. | 9 | 9 | 0.01% | 0.10% | 0.23% | Q1 2016 | Q1 2018 | 9 |
SEVEN EIGHT CAPITAL, LP | 3 | 1 | 0.00% | 0.16% | 0.47% | Q1 2016 | Q3 2022 | 9 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2023 | 9 |
NorthCoast Asset Management LLC | 3 | 1 | 0.01% | 0.14% | 0.35% | Q4 2013 | Q3 2021 | 9 |
WHV Investments, Inc. | 9 | 9 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2015 | 9 |
Jacobi Capital Management LLC | 8 | 1 | 0.00% | 0.03% | 0.06% | Q2 2016 | Q4 2020 | 9 |
TD ASSET MANAGEMENT INC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 9 |
Harel Insurance Investments & Financial Services Ltd. | 9 | 9 | 0.00% | 0.01% | 0.06% | Q1 2019 | Q1 2021 | 9 |
ELEFANTE MICHAEL B | 9 | 9 | 0.60% | 1.10% | 1.46% | Q4 2012 | Q4 2014 | 9 |
Bayesian Capital Management, LP | 3 | 1 | 0.05% | 0.11% | 0.19% | Q4 2017 | Q4 2022 | 9 |
MCDONALD PARTNERS LLC | 9 | 9 | 0.08% | 0.23% | 0.60% | Q4 2020 | Q4 2022 | 9 |
St. James Investment Company, LLC | 5 | 4 | 0.02% | 0.50% | 2.30% | Q1 2015 | Q1 2020 | 9 |
NAVELLIER & ASSOCIATES INC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q1 2013 | Q4 2014 | 8 |
ALLIANCEBERNSTEIN L.P. | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2017 | 8 |
ZWJ INVESTMENT COUNSEL INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2023 | 8 |
Tyers Asset Management LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q3 2018 | 8 |
Legacy Financial Advisors, Inc. | 6 | 2 | 0.00% | 0.03% | 0.13% | Q4 2017 | Q1 2020 | 8 |
HBK INVESTMENTS L P | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2019 | 8 |
Meadow Creek Investment Management LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q3 2018 | 8 |
Pinnacle Bancorp, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 8 |
EMERSON INVESTMENT MANAGEMENT, LLC | 8 | 8 | 0.35% | 0.43% | 0.46% | Q2 2014 | Q1 2016 | 8 |
Gemmer Asset Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 8 |
LINCOLN NATIONAL CORP | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2021 | 8 |
Abundance Wealth Counselors | 6 | 2 | 0.03% | 0.17% | 0.24% | Q1 2021 | Q1 2023 | 8 |
PEG CAPITAL MANAGEMENT INC /NH/ | 8 | 8 | 2.95% | 3.85% | 4.46% | Q2 2013 | Q1 2015 | 8 |
Perigon Wealth Management, LLC | 4 | 1 | 0.00% | 0.02% | 0.02% | Q3 2011 | Q1 2023 | 8 |
CITIZENS FINANCIAL GROUP INC/RI | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2017 | 8 |
RITHOLTZ WEALTH MANAGEMENT | 8 | 8 | 0.02% | 0.08% | 0.13% | Q2 2021 | Q1 2023 | 8 |
NumerixS Investment Technologies Inc | 3 | 1 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q1 2020 | 8 |
Elkfork Partners LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q3 2018 | 8 |
MILLER HOWARD INVESTMENTS INC /NY | 8 | 8 | 0.06% | 0.31% | 1.21% | Q2 2018 | Q1 2020 | 8 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.03% | 0.14% | Q2 2016 | Q4 2022 | 8 |
Transamerica Financial Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2018 | 8 |
First PREMIER Bank | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
KB FINANCIAL PARTNERS, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
Glen Harbor Capital Management LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q3 2018 | 8 |
New England Research & Management, Inc. | 4 | 2 | 0.13% | 0.45% | 0.74% | Q4 2013 | Q4 2022 | 8 |
CenterStar Asset Management, LLC | 3 | 1 | 0.00% | 0.07% | 0.39% | Q2 2019 | Q2 2020 | 8 |
JANICZEK WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2022 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
TURNER INVESTMENTS LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2015 | 8 |
B. Riley Wealth Advisors, Inc. | 6 | 1 | 0.00% | 0.06% | 0.12% | Q4 2014 | Q2 2023 | 8 |
Schonfeld Strategic Advisors LLC | 5 | 1 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q3 2022 | 8 |
EVOKE WEALTH, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2022 | 8 |
NewEdge Wealth, LLC | 8 | 8 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q1 2023 | 8 |
RNC CAPITAL MANAGEMENT LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
EVERMAY WEALTH MANAGEMENT LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
HARBOUR INVESTMENTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 8 |
BECK CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.11% | 0.20% | 0.32% | Q1 2017 | Q1 2022 | 8 |
WRAPMANAGER INC | 6 | 2 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q1 2023 | 8 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2021 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.03% | 0.08% | 0.14% | Q2 2013 | Q1 2015 | 8 |
MAKENA CAPITAL MANAGEMENT LLC | 5 | 3 | 0.45% | 1.33% | 1.95% | Q1 2020 | Q3 2022 | 8 |
Compagnie Lombard Odier SCmA | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2016 | 8 |
Windsor Financial Group, LLC | 8 | 8 | 0.10% | 0.20% | 0.26% | Q1 2015 | Q4 2016 | 8 |
AMP Capital Investors Ltd | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2021 | 8 |
Rex Capital Advisors, LLC | 7 | 7 | 0.28% | 0.33% | 0.42% | Q3 2013 | Q1 2015 | 7 |
Clarus Wealth Advisors | 7 | 7 | 0.07% | 0.15% | 0.24% | Q4 2017 | Q2 2019 | 7 |
Key FInancial Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
Rise Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Notis-McConarty Edward | 7 | 7 | 0.16% | 0.28% | 0.39% | Q4 2013 | Q2 2015 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2020 | 7 |
BAILARD, INC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Americana Partners, LLC | 6 | 1 | 0.00% | 0.07% | 0.18% | Q4 2019 | Q1 2023 | 7 |
Allen Investment Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q2 2018 | 7 |
Allianz Asset Management GmbH | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 7 |
CIBC BANK USA | 4 | 3 | 0.04% | 0.06% | 0.10% | Q2 2013 | Q3 2016 | 7 |
NovaPoint Capital, LLC | 7 | 7 | 0.09% | 0.20% | 0.37% | Q3 2021 | Q1 2023 | 7 |
Lombard Odier & Cie (Bahamas) Ltd | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2015 | 7 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2021 | 7 |
BOSTON FINANCIAL MANGEMENT LLC | 7 | 7 | 0.19% | 0.22% | 0.25% | Q2 2016 | Q4 2017 | 7 |
OLD SECOND NATIONAL BANK OF AURORA | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 7 |
Y-Intercept (Hong Kong) Ltd | 4 | 1 | 0.09% | 0.18% | 0.56% | Q4 2020 | Q4 2022 | 7 |
AUGUSTINE ASSET MANAGEMENT INC | 5 | 2 | 0.44% | 1.06% | 2.33% | Q1 2017 | Q4 2018 | 7 |
Liberty Mutual Group Asset Management Inc. | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2016 | Q3 2017 | 7 |
TOWNSQUARE CAPITAL LLC | 5 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 7 |
Eagle Bay Advisors LLC | 4 | 3 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q1 2023 | 7 |
EQUITABLE TRUST CO | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
INGALLS & SNYDER LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q3 2018 | 7 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2021 | 7 |
Boston Partners | 4 | 3 | 0.01% | 0.10% | 0.20% | Q2 2013 | Q3 2018 | 7 |
Jefferies Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2018 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2014 | 7 |
J.P. Marvel Investment Advisors, LLC | 7 | 7 | 0.64% | 1.46% | 1.74% | Q2 2013 | Q4 2014 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.05% | 0.12% | 0.17% | Q1 2021 | Q4 2022 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.20% | 0.26% | 0.32% | Q4 2016 | Q2 2018 | 7 |
Carmel Capital Management L.L.C. | 7 | 7 | 2.00% | 2.33% | 2.76% | Q4 2021 | Q2 2023 | 7 |
Garrison Asset Management, LLC | 7 | 7 | 1.44% | 1.65% | 1.88% | Q2 2013 | Q4 2014 | 7 |
GoalVest Advisory LLC | 5 | 2 | 0.02% | 0.21% | 0.51% | Q1 2021 | Q1 2023 | 7 |
Krilogy Financial LLC | 4 | 3 | 0.00% | 0.06% | 0.13% | Q3 2017 | Q4 2019 | 7 |
FORA Capital, LLC | 3 | 1 | 0.04% | 0.10% | 0.23% | Q1 2020 | Q3 2022 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Quent Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Savior LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 7 |
FNY Investment Advisers, LLC | 4 | 1 | 0.11% | 1.13% | 2.82% | Q2 2019 | Q3 2022 | 7 |
Manning & Napier Group, LLC | 6 | 1 | 0.04% | 0.05% | 0.05% | Q4 2017 | Q2 2023 | 7 |
GPS Wealth Strategies Group, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 7 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.05% | 0.11% | 0.16% | Q3 2015 | Q1 2022 | 7 |
Wealthspire Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2023 | 7 |
HARTFORD INVESTMENT MANAGEMENT CO | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q1 2021 | 7 |
CAMBRIDGE TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Nationwide Fund Advisors | 4 | 3 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2015 | 7 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 7 | 7 | 0.05% | 0.11% | 0.16% | Q3 2021 | Q1 2023 | 7 |
Progressive Investment Management Corp | 7 | 7 | 1.48% | 1.66% | 1.88% | Q2 2015 | Q4 2016 | 7 |
Hanson & Doremus Investment Management | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2015 | 7 |
Mount Yale Investment Advisors, LLC | 4 | 3 | 0.02% | 0.04% | 0.08% | Q1 2018 | Q1 2023 | 7 |
Perennial Investment Advisors, LLC | 7 | 7 | 0.07% | 0.09% | 0.11% | Q3 2020 | Q1 2022 | 7 |
First Affirmative Financial Network | 7 | 7 | 0.34% | 0.44% | 0.63% | Q3 2021 | Q1 2023 | 7 |
Herold Advisors, Inc. | 7 | 7 | 0.15% | 0.18% | 0.22% | Q3 2021 | Q1 2023 | 7 |
Braun-Bostich & Associates Inc. | 7 | 7 | 0.06% | 0.07% | 0.08% | Q4 2017 | Q2 2019 | 7 |
CNB Bank | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2019 | 7 |
Beacon Pointe Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q4 2014 | 7 |
NICHOLS & PRATT ADVISERS LLP /MA | 5 | 2 | 0.05% | 0.32% | 0.70% | Q2 2013 | Q1 2015 | 7 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.04% | 0.08% | Q3 2018 | Q1 2023 | 7 |
Private Ocean, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 7 |
UMB Bank, n.a. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2020 | 7 |
CHICAGO TRUST Co NA | 6 | 1 | 0.07% | 0.13% | 0.18% | Q4 2020 | Q3 2022 | 7 |
Destiny Wealth Partners, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 7 |
TRUSTCORE FINANCIAL SERVICES, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 6 |
Norway Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Sandy Spring Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 6 |
JFS WEALTH ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
TRUST CO OF TOLEDO NA /OH/ | 6 | 6 | 0.25% | 0.30% | 0.35% | Q2 2013 | Q3 2014 | 6 |
EVERGREEN CAPITAL MANAGEMENT LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q1 2023 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.12% | 0.18% | 0.29% | Q2 2013 | Q3 2014 | 6 |
West Family Investments, Inc. | 4 | 2 | 0.12% | 0.13% | 0.15% | Q2 2021 | Q4 2022 | 6 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 5 | 1 | 0.01% | 0.13% | 0.25% | Q3 2013 | Q2 2016 | 6 |
EXENCIAL WEALTH ADVISORS, LLC | 6 | 6 | 1.23% | 1.45% | 1.62% | Q1 2013 | Q2 2014 | 6 |
Gitterman Wealth Management, LLC | 5 | 1 | 0.11% | 0.16% | 0.19% | Q1 2021 | Q4 2022 | 6 |
Barrett Asset Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2021 | 6 |
Diversified Trust Co | 5 | 1 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q4 2023 | 6 |
FCA CORP /TX | 3 | 3 | 0.69% | 0.87% | 1.07% | Q4 2014 | Q2 2016 | 6 |
Malaga Cove Capital, LLC | 6 | 6 | 0.21% | 0.35% | 0.42% | Q4 2021 | Q1 2023 | 6 |
AVANTAX ADVISORY SERVICES, INC. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Steinberg Global Asset Management | 6 | 6 | 0.10% | 0.28% | 0.43% | Q4 2016 | Q1 2018 | 6 |
Edgestream Partners, L.P. | 4 | 2 | 0.04% | 0.18% | 0.46% | Q3 2021 | Q1 2023 | 6 |
BlackRock Fund Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.88% | 1.00% | 1.08% | Q2 2013 | Q3 2014 | 6 |
Financial Management Professionals, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 6 |
Barry Investment Advisors, LLC | 6 | 6 | 0.00% | 1.63% | 2.07% | Q4 2014 | Q1 2016 | 6 |
PARSONS CAPITAL MANAGEMENT INC/RI | 5 | 1 | 0.03% | 0.03% | 0.04% | Q3 2013 | Q1 2015 | 6 |
BANK OF THE WEST | 4 | 2 | 0.03% | 0.04% | 0.06% | Q1 2017 | Q3 2018 | 6 |
CITY HOLDING CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Inlet Private Wealth, LLC | 6 | 6 | 0.27% | 0.38% | 0.67% | Q1 2019 | Q2 2020 | 6 |
Bell Investment Advisors, Inc | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2023 | 6 |
Alerus Investment Advisors Corp | 6 | 6 | 0.01% | 0.10% | 0.15% | Q4 2013 | Q1 2015 | 6 |
BECK MACK & OLIVER LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Page Arthur B | 6 | 6 | 0.20% | 0.33% | 0.60% | Q4 2013 | Q1 2015 | 6 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.18% | 0.27% | 0.34% | Q2 2013 | Q3 2014 | 6 |
Community Bank & Trust, Waco, Texas | 6 | 6 | 0.09% | 0.21% | 0.37% | Q2 2017 | Q3 2018 | 6 |
SRS Capital Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2022 | 6 |
Forum Financial Management, LP | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q1 2023 | 6 |
NorthCrest Asset Manangement, LLC | 6 | 6 | 0.15% | 0.18% | 0.22% | Q4 2021 | Q1 2023 | 6 |
Sequoia Financial Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Shilanski & Associates, Inc. | 3 | 3 | 0.09% | 0.10% | 0.12% | Q3 2021 | Q2 2023 | 6 |
ExodusPoint Capital Management, LP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2022 | 6 |
EverSource Wealth Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Mission Creek Capital Partners, Inc. | 5 | 1 | 0.03% | 0.05% | 0.07% | Q1 2021 | Q1 2023 | 6 |
Li Winifred I | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Hemenway Trust Co LLC | 6 | 6 | 0.68% | 0.84% | 0.95% | Q1 2013 | Q2 2014 | 6 |
PFG Advisors | 6 | 6 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q1 2023 | 6 |
Qtron Investments LLC | 6 | 6 | 0.06% | 0.09% | 0.14% | Q2 2021 | Q3 2022 | 6 |
NATIONAL BANK OF CANADA /FI/ | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Garner Asset Management Corp | 6 | 6 | 0.19% | 0.28% | 0.35% | Q2 2017 | Q3 2018 | 6 |
Schechter Investment Advisors, LLC | 6 | 6 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q1 2023 | 6 |
Arkadios Wealth Advisors | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 6 |
Crosspoint Capital Strategies, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2015 | 6 |
Cedar Wealth Management, LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q1 2023 | 6 |
Long Run Wealth Advisors, LLC | 6 | 6 | 0.33% | 0.43% | 0.54% | Q4 2021 | Q1 2023 | 6 |
MCMILLION CAPITAL MANAGEMENT INC | 6 | 6 | 1.05% | 1.28% | 1.47% | Q2 2017 | Q3 2018 | 6 |
COOKSON PEIRCE & CO INC | 6 | 6 | 0.02% | 0.05% | 0.06% | Q4 2020 | Q1 2022 | 6 |
ACADIAN ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2023 | 6 |
V Wealth Advisors LLC | 5 | 1 | 0.00% | 0.05% | 0.07% | Q2 2017 | Q1 2022 | 6 |
TEXAS CAPITAL BANCSHARES INC/TX | 6 | 6 | 0.14% | 0.19% | 0.27% | Q2 2013 | Q3 2014 | 6 |
Laurel Wealth Planning LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 6 |
AXA S.A. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 5 |
MOTCO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 5 |
Marshall Wace North America L.P. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q3 2020 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 5 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q3 2022 | 5 |
SteelPeak Wealth, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q1 2023 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Horizon Kinetics | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
Beacon Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
MV CAPITAL MANAGEMENT, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
TRADITION CAPITAL MANAGEMENT LLC | 5 | 5 | 0.08% | 1.45% | 1.85% | Q2 2013 | Q2 2014 | 5 |
Tradewinds Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.09% | 0.17% | 0.27% | Q1 2015 | Q1 2016 | 5 |
BANCED CORP | 5 | 5 | 0.24% | 0.39% | 0.61% | Q4 2013 | Q4 2014 | 5 |
BlackRock Investment Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 5 |
Wealthcare Advisory Partners LLC | 4 | 1 | 0.00% | 0.04% | 0.05% | Q3 2018 | Q3 2021 | 5 |
INTRUST BANK NA | 3 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q2 2023 | 5 |
Willingdon Wealth Management | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2019 | 5 |
HANSBERGER GLOBAL INVESTORS INC/FL | 5 | 5 | 0.32% | 0.36% | 0.45% | Q2 2013 | Q2 2014 | 5 |
FEDERATED HERMES, INC. | 4 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q2 2022 | 5 |
Olstein Capital Management, L.P. | 5 | 5 | 0.36% | 0.92% | 1.20% | Q2 2013 | Q2 2014 | 5 |
Naviter Wealth, LLC | 5 | 5 | 0.18% | 0.20% | 0.24% | Q2 2022 | Q2 2023 | 5 |
InTrack Investment Management Inc | 5 | 5 | 0.31% | 0.42% | 0.56% | Q1 2022 | Q1 2023 | 5 |
Eudaimonia Partners, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 5 |
SOUTHPORT MANAGEMENT, L.L.C. | 5 | 5 | 1.69% | 2.12% | 2.75% | Q3 2020 | Q3 2021 | 5 |
VALLEY NATIONAL BANCORP | 5 | 5 | 0.07% | 0.08% | 0.10% | Q4 2013 | Q4 2014 | 5 |
KELLEHER FINANCIAL ADVISORS | 5 | 5 | 0.45% | 0.51% | 0.54% | Q2 2019 | Q2 2020 | 5 |
RPg Family Wealth Advisory, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q4 2016 | 5 |
Vise Technologies, Inc. | 5 | 5 | 0.08% | 0.18% | 0.26% | Q1 2022 | Q1 2023 | 5 |
Knowledge Leaders Capital, LLC | 3 | 1 | 0.03% | 0.35% | 1.46% | Q1 2017 | Q2 2021 | 5 |
SHELL ASSET MANAGEMENT CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2017 | 5 |
Wunderlich Capital Managemnt | 5 | 5 | 0.91% | 1.05% | 1.24% | Q4 2013 | Q4 2014 | 5 |
Grove Bank & Trust | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
Horizons Wealth Management | 5 | 5 | 0.19% | 0.20% | 0.22% | Q2 2022 | Q2 2023 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2014 | 5 |
Epoch Investment Partners, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Williams Jones Wealth Management, LLC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
C-J Advisory, Inc. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2018 | 5 |
MAI Capital Management | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Osborn Williams & Donohoe LLC | 4 | 1 | 0.01% | 0.06% | 0.10% | Q2 2014 | Q1 2019 | 5 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 5 | 5 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q1 2023 | 5 |
BBVA USA Bancshares, Inc. | 5 | 5 | 0.06% | 0.08% | 0.09% | Q1 2020 | Q1 2021 | 5 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 5 | 5 | 0.06% | 0.09% | 0.15% | Q2 2013 | Q2 2014 | 5 |
Long Wharf Investors, Inc. | 5 | 5 | 0.38% | 0.48% | 0.54% | Q2 2013 | Q2 2014 | 5 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 5 | 5 | 0.75% | 0.84% | 0.92% | Q4 2017 | Q4 2018 | 5 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 5 |
Quantinno Capital Management LP | 5 | 5 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q2 2023 | 5 |
Timber Hill LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2015 | 5 |
Kavar Capital Partners, LLC | 5 | 5 | 0.00% | 0.68% | 0.99% | Q4 2013 | Q4 2014 | 5 |
HAMEL ASSOCIATES, INC. | 5 | 5 | 0.27% | 0.71% | 0.86% | Q1 2014 | Q1 2015 | 5 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 5 | 5 | 0.49% | 0.64% | 0.87% | Q1 2019 | Q1 2020 | 5 |
Greylin Investment Management, Inc | 4 | 1 | 0.06% | 0.10% | 0.11% | Q3 2016 | Q4 2017 | 5 |
FRANKLIN STREET ADVISORS INC /NC | 5 | 5 | 0.50% | 0.74% | 0.84% | Q2 2013 | Q2 2014 | 5 |
Ranch Capital Advisors Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
VOYA INVESTMENT MANAGEMENT LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2022 | 5 |
Blue Trust, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
SVB WEALTH LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 5 |
HERNDON CAPITAL MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Rodgers Brothers Inc. | 3 | 1 | 0.10% | 0.20% | 0.36% | Q4 2013 | Q4 2022 | 5 |
Blueprint Investment Partners LLC | 3 | 2 | 0.03% | 0.06% | 0.12% | Q3 2021 | Q1 2023 | 5 |
Round Table Services, LLC | 3 | 1 | 0.07% | 0.08% | 0.09% | Q1 2017 | Q4 2018 | 5 |
Royal Fund Management, LLC | 5 | 5 | 0.01% | 0.08% | 0.13% | Q1 2019 | Q1 2020 | 5 |
Rosenberg Matthew Hamilton | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2023 | 5 |
Icon Wealth Partners, LLC | 4 | 1 | 0.03% | 0.05% | 0.06% | Q4 2017 | Q1 2019 | 5 |
HighTower Trust Company, N.A. | 5 | 5 | 0.06% | 0.17% | 0.39% | Q2 2013 | Q2 2014 | 5 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.11% | 0.17% | 0.24% | Q2 2016 | Q2 2022 | 5 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 1 | 0.01% | 0.03% | 0.10% | Q4 2017 | Q3 2023 | 5 |
Biechele Royce Advisors | 5 | 5 | 3.37% | 4.03% | 4.49% | Q3 2019 | Q3 2020 | 5 |
ACG Wealth | 4 | 1 | 0.02% | 0.04% | 0.05% | Q1 2019 | Q2 2022 | 5 |
OppenheimerFunds, Inc. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q1 2013 | Q1 2014 | 5 |
BREWIN DOLPHIN LTD | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2021 | 5 |
White Pine Investment CO | 5 | 5 | 1.53% | 1.64% | 1.70% | Q4 2018 | Q4 2019 | 5 |
Advisory Resource Group | 3 | 2 | 0.07% | 0.11% | 0.16% | Q4 2021 | Q1 2023 | 5 |
HONEYWELL INTERNATIONAL INC | 5 | 5 | 0.21% | 0.33% | 0.47% | Q4 2013 | Q4 2014 | 5 |
SHEETS SMITH WEALTH MANAGEMENT | 5 | 5 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2022 | 5 |
TODD ASSET MANAGEMENT LLC | 5 | 5 | 0.22% | 0.26% | 0.39% | Q2 2013 | Q2 2014 | 5 |
Norman Fields, Gottscho Capital Management, LLC | 4 | 1 | 0.19% | 0.34% | 0.86% | Q2 2013 | Q4 2017 | 5 |
WESTPORT RESOURCES MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Hardman Johnston Global Advisors LLC | 5 | 5 | 0.78% | 1.68% | 2.36% | Q2 2013 | Q2 2014 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q2 2014 | 5 |
MATHER GROUP, LLC. | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 5 |
Strategic Global Advisors, LLC | 5 | 5 | 0.03% | 0.06% | 0.15% | Q4 2021 | Q4 2022 | 5 |
Glacier Peak Capital LLC | 5 | 5 | 0.66% | 1.29% | 1.96% | Q2 2014 | Q2 2015 | 5 |
MCIA Inc | 3 | 2 | 0.11% | 0.25% | 0.53% | Q2 2017 | Q1 2021 | 5 |
First Bank & Trust | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 4 |
DELTA ASSET MANAGEMENT LLC/TN | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 4 |
Sound Income Strategies, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
AMG National Trust Bank | 4 | 4 | 0.18% | 0.19% | 0.20% | Q1 2019 | Q4 2019 | 4 |
KR CAPITAL ADVISORS INC | 4 | 4 | 1.15% | 1.31% | 1.38% | Q2 2013 | Q1 2014 | 4 |
CREDIT AGRICOLE S A | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2020 | 4 |
Highlander Capital Management, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q1 2014 | 4 |
FIRST NIAGARA BANK | 4 | 4 | 0.07% | 0.10% | 0.16% | Q2 2013 | Q1 2014 | 4 |
Blueshift Asset Management, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2021 | 4 |
Hartford Financial Management Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 4 |
Vantage Investment Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2014 | 4 |
Connor, Clark & Lunn Investment Management Ltd. | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q4 2022 | 4 |
MACKENZIE FINANCIAL CORP | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q4 2021 | 4 |
Waverly Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 4 |
JB Capital LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q2 2022 | 4 |
MARYLAND CAPITAL ADVISORS INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Harvest Fund Management Co., Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
One Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Bogart Wealth, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2023 | 4 |
SCHWARTZ INVESTMENT COUNSEL INC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q1 2014 | 4 |
Lubar & Co., Inc | 4 | 4 | 0.14% | 0.27% | 0.37% | Q2 2013 | Q1 2014 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
DELTEC ASSET MANAGEMENT LLC | 4 | 4 | 0.14% | 0.15% | 0.16% | Q2 2013 | Q1 2014 | 4 |
CPWM, LLC | 3 | 1 | 0.04% | 0.04% | 0.06% | Q1 2018 | Q1 2019 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.03% | 0.04% | Q4 2018 | Q3 2019 | 4 |
Selective Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Wealthstreet Investment Advisors, LLC | 4 | 4 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q1 2021 | 4 |
HANSEATIC MANAGEMENT SERVICES INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2017 | 4 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2023 | 4 |
Fiera Capital Corp | 4 | 4 | 0.04% | 0.04% | 0.05% | Q3 2014 | Q2 2015 | 4 |
Stevens First Principles Investment Advisors | 4 | 4 | 1.01% | 1.23% | 1.43% | Q2 2018 | Q1 2019 | 4 |
D L CARLSON INVESTMENT GROUP INC | 4 | 4 | 0.09% | 0.10% | 0.10% | Q2 2013 | Q1 2014 | 4 |
Tidal Investments LLC | 4 | 4 | 0.01% | 0.03% | 0.03% | Q3 2022 | Q2 2023 | 4 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2022 | 4 |
Bank Julius Baer & Co. Ltd, Zurich | 3 | 1 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q4 2021 | 4 |
MHI Funds, LLC | 4 | 4 | 0.01% | 0.35% | 1.37% | Q2 2018 | Q1 2019 | 4 |
Cornerstone Investment Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2015 | 4 |
Steward Financial Group LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 4 |
Principal Street Partners, LLC | 4 | 4 | 0.06% | 0.08% | 0.12% | Q4 2022 | Q3 2023 | 4 |
HOERTKORN RICHARD CHARLES | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
A.R.T. Advisors, LLC | 1 | 1 | 0.01% | 0.05% | 0.10% | Q1 2014 | Q2 2019 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 4 |
LIBERTY WEALTH MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q2 2023 | 4 |
Riverwater Partners LLC | 4 | 4 | 0.41% | 0.55% | 0.85% | Q4 2021 | Q3 2022 | 4 |
SUMMIT FINANCIAL GROUP, INC. | 4 | 4 | 0.18% | 0.21% | 0.22% | Q2 2017 | Q1 2018 | 4 |
CoreFirst Bank & Trust | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
New Harbor Financial Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q3 2016 | 4 |
Matterhorn Capital Management, LLC | 4 | 4 | 1.44% | 1.47% | 1.51% | Q2 2013 | Q1 2014 | 4 |
Integrated Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
WHITENER CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 4 |
Penserra Capital Management LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q1 2023 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
RMR Wealth Builders | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2021 | 4 |
A. D. Beadell Investment Counsel, Inc. | 4 | 4 | 0.50% | 0.83% | 1.02% | Q2 2022 | Q1 2023 | 4 |
Manitou Investment Management Ltd. | 4 | 4 | 2.03% | 4.03% | 5.28% | Q3 2015 | Q2 2016 | 4 |
Aquatic Capital Management LLC | 2 | 1 | 0.00% | 0.04% | 0.12% | Q4 2021 | Q1 2023 | 4 |
THOMPSON DAVIS & CO., INC. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q3 2017 | 4 |
Aevitas Wealth Management, Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q3 2018 | 4 |
IMPAX ASSET MANAGEMENT LLC | 4 | 4 | 0.94% | 1.03% | 1.08% | Q2 2013 | Q1 2014 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Washington Trust Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
STERNE AGEE GROUP, INC. | 4 | 4 | 0.04% | 0.06% | 0.07% | Q2 2014 | Q1 2015 | 4 |
STONERIDGE INVESTMENT PARTNERS LLC | 4 | 4 | 0.61% | 0.63% | 0.64% | Q2 2013 | Q1 2014 | 4 |
Capital Group Private Client Services, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q1 2023 | 4 |
Crewe Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2021 | 4 |
Acrospire Investment Management LLC | 3 | 1 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q2 2017 | 4 |
ProVise Management Group, LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q3 2013 | Q2 2014 | 4 |
Schubert & Co | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 4 | 4 | 0.05% | 0.12% | 0.26% | Q4 2013 | Q3 2014 | 4 |
COUNTRY TRUST BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Formidable Asset Management, LLC | 2 | 1 | 0.00% | 0.16% | 0.40% | Q4 2013 | Q4 2015 | 4 |
Sanibel Captiva Investment Advisers, Inc. | 4 | 4 | 1.70% | 1.90% | 2.14% | Q1 2013 | Q4 2013 | 4 |
Optiver Holding B.V. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
ADVOCATE GROUP LLC | 4 | 4 | 1.35% | 1.45% | 1.58% | Q2 2022 | Q1 2023 | 4 |
Kernodle & Katon Asset Management Group, LLC | 3 | 1 | 0.00% | 0.26% | 0.92% | Q1 2016 | Q1 2017 | 4 |
EagleClaw Capital Managment, LLC | 3 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q1 2023 | 4 |
SANTA BARBARA ASSET MANAGEMENT, LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q1 2014 | 4 |
JNBA Financial Advisors | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q1 2020 | 4 |
Versant Capital Management, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Osher Van de Voorde Investment Management | 4 | 4 | 1.71% | 3.18% | 3.93% | Q4 2021 | Q3 2022 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
PARADIGM ASSET MANAGEMENT CO LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Beck Bode, LLC | 2 | 2 | 0.72% | 1.45% | 2.22% | Q2 2020 | Q3 2021 | 4 |
Rock Point Advisors, LLC | 4 | 4 | 1.76% | 1.88% | 1.97% | Q1 2015 | Q4 2015 | 4 |
FIRST HAWAIIAN BANK | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2019 | 4 |
AGRAN LIBBIE | 4 | 4 | 0.07% | 0.14% | 0.21% | Q2 2013 | Q1 2014 | 4 |
Quadrature Capital Ltd | 2 | 1 | 0.10% | 0.31% | 0.68% | Q2 2016 | Q1 2017 | 3 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q1 2023 | 3 |
Realta Investment Advisors | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2019 | 3 |
Perkins Coie Trust Co | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2021 | 3 |
XTX Topco Ltd | 1 | 1 | 0.11% | 0.15% | 0.17% | Q2 2021 | Q2 2022 | 3 |
Orion Portfolio Solutions, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q1 2023 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2022 | 3 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 3 | 3 | 0.07% | 0.07% | 0.08% | Q3 2013 | Q1 2014 | 3 |
WOLFF WIESE MAGANA LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2021 | 3 |
BB&T SECURITIES, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Archer Investment Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
PRICE T ROWE ASSOCIATES INC /MD/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
Capstone Financial Group, Inc. | 3 | 3 | 0.28% | 0.32% | 0.39% | Q4 2019 | Q2 2020 | 3 |
NewEdge Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
SPOT TRADING L.L.C. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 3 |
Elite Wealth Management, Inc. | 2 | 1 | 0.02% | 0.55% | 0.85% | Q3 2016 | Q1 2018 | 3 |
TOTH FINANCIAL ADVISORY CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
CPR Investments Inc. | 3 | 3 | 0.22% | 0.27% | 0.36% | Q4 2021 | Q2 2022 | 3 |
Foyston, Gordon, & Payne Inc | 3 | 3 | 0.46% | 0.49% | 0.51% | Q3 2013 | Q1 2014 | 3 |
TSFG, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
EULAV Asset Management | 3 | 3 | 0.11% | 0.12% | 0.12% | Q2 2013 | Q4 2013 | 3 |
MCKINLEY CAPITAL MANAGEMENT LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q1 2017 | 3 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.17% | 0.43% | 0.89% | Q2 2013 | Q2 2015 | 3 |
Teamwork Financial Advisors, LLC | 3 | 3 | 0.08% | 0.19% | 0.31% | Q4 2019 | Q2 2020 | 3 |
tru Independence LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Bell Rock Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2023 | 3 |
Forty4 Asset Management LLC | 1 | 1 | 0.00% | 0.14% | 0.40% | Q2 2013 | Q2 2013 | 3 |
StrongBox Wealth, LLC | 3 | 3 | 0.16% | 0.29% | 0.36% | Q1 2020 | Q3 2020 | 3 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 3 | 3 | 0.19% | 0.23% | 0.30% | Q2 2013 | Q4 2013 | 3 |
Princeton Alpha Management LP | 2 | 1 | 0.06% | 0.10% | 0.15% | Q1 2014 | Q4 2016 | 3 |
Allspring Global Investments Holdings, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
OneAscent Wealth Management LLC | 2 | 1 | 0.10% | 0.17% | 0.22% | Q1 2021 | Q2 2022 | 3 |
Tortoise Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
FORVIS Wealth Advisors, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q3 2013 | Q1 2014 | 3 |
WHEATLAND ADVISORS INC | 3 | 3 | 0.19% | 0.21% | 0.23% | Q1 2019 | Q3 2019 | 3 |
Ameritas Investment Partners, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
BRIGHTON JONES LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q1 2023 | 3 |
Avitas Wealth Management LLC | 2 | 1 | 0.47% | 0.67% | 0.78% | Q2 2018 | Q1 2022 | 3 |
Premia Global Advisors, LLC | 2 | 1 | 0.11% | 0.13% | 0.15% | Q4 2017 | Q1 2019 | 3 |
Brookfield Asset Management | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2015 | 3 |
Indie Asset Partners, LLC | 3 | 3 | 0.24% | 0.26% | 0.30% | Q4 2020 | Q2 2021 | 3 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.01% | 0.07% | 0.12% | Q3 2020 | Q1 2023 | 3 |
Nuveen Fund Advisors, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2016 | Q4 2016 | 3 |
Strengthening Families & Communities, LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
WEALTHFRONT Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2015 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 3 | 3 | 1.38% | 2.41% | 3.16% | Q3 2013 | Q1 2014 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q4 2018 | 3 |
Signator Financial Services, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2013 | Q3 2013 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
FIRST HORIZON CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
SIT INVESTMENT ASSOCIATES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Airain ltd | 2 | 1 | 0.02% | 0.04% | 0.06% | Q2 2015 | Q2 2017 | 3 |
QUANTUM CAPITAL MANAGEMENT | 1 | 1 | 0.05% | 0.06% | 0.09% | Q4 2014 | Q3 2020 | 3 |
Orca Investment Management, LLC | 3 | 3 | 2.00% | 2.08% | 2.15% | Q2 2021 | Q4 2021 | 3 |
SYSTM Wealth Solutions LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 3 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
RIVERSVILLE CAPITAL, INC. | 3 | 3 | 1.08% | 1.21% | 1.43% | Q2 2013 | Q4 2013 | 3 |
SJS Investment Consulting Inc. | 2 | 1 | 0.00% | 0.07% | 0.12% | Q4 2021 | Q3 2022 | 3 |
Tevis Investment Management | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Western Pacific Wealth Management, LP | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q2 2022 | 3 |
Legacy Wealth Asset Management, LLC | 3 | 3 | 0.79% | 0.82% | 0.86% | Q3 2022 | Q1 2023 | 3 |
Global Wealth Management Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2020 | 3 |
ROTHSCHILD INVESTMENT LLC /IL | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q3 2018 | 3 |
Global Wealth Strategies & Associates | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
PDS Planning, Inc | 2 | 1 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q1 2023 | 3 |
CROFT-LEOMINSTER INC | 3 | 3 | 0.71% | 0.88% | 1.20% | Q2 2013 | Q4 2013 | 3 |
Evolution Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Summit Global Investments | 2 | 1 | 0.09% | 0.13% | 0.17% | Q1 2017 | Q2 2022 | 3 |
ADVISOR PARTNERS II, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q1 2023 | 3 |
DAVIS SELECTED ADVISERS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q2 2020 | 3 |
Invictus RG Pte. Ltd. | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q2 2014 | 3 |
Advisory Alpha, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 3 |
OneDigital Investment Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
GUARDIAN CAPITAL LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
Operose Advisors LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
ALBION FINANCIAL GROUP /UT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Clal Insurance Enterprises Holdings Ltd | 2 | 1 | 0.30% | 0.51% | 0.66% | Q4 2014 | Q3 2015 | 3 |
Union Investments & Development Ltd. | 3 | 3 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 3 |
BHF Kleinwort Benson Group S.A. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 3 |
Marathon Trading Investment Management LLC | 2 | 1 | 0.05% | 0.10% | 0.16% | Q1 2019 | Q1 2020 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Essex Savings Bank | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 3 |
BB&T INVESTMENT SERVICES, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 3 |
Dougherty Wealth Advisers LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2018 | Q2 2019 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.04% | 0.13% | Q1 2014 | Q2 2022 | 3 |
SAL Trading, LLC | 1 | 1 | 0.16% | 1.12% | 2.73% | Q1 2022 | Q3 2022 | 3 |
Energy Opportunities Capital Management, LLC | 3 | 3 | 2.34% | 2.66% | 2.97% | Q4 2018 | Q2 2019 | 3 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.03% | 0.10% | Q2 2016 | Q1 2017 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.00% | 0.41% | 1.22% | Q1 2020 | Q2 2021 | 3 |
MCF Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
PDT Partners, LLC | 2 | 1 | 0.03% | 0.07% | 0.11% | Q2 2013 | Q2 2014 | 3 |
Phoenix Holdings Ltd. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2020 | 3 |
Capital Analysts, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Employees Retirement System of Texas | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
STEPHENS INC /AR/ | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2020 | 3 |
SIB LLC | 3 | 3 | 2.72% | 2.88% | 3.10% | Q2 2013 | Q4 2013 | 3 |
Intersect Capital LLC | 3 | 3 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q2 2022 | 3 |
SPX Gestao de Recursos Ltda | 3 | 3 | 1.06% | 1.12% | 1.19% | Q2 2013 | Q4 2013 | 3 |
FIRST MERCANTILE TRUST CO | 3 | 3 | 0.04% | 0.06% | 0.10% | Q3 2019 | Q1 2020 | 3 |
Verition Fund Management LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q2 2019 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2012 | Q2 2013 | 3 |
PRINCETON CAPITAL MANAGEMENT LLC | 3 | 3 | 1.31% | 1.35% | 1.39% | Q2 2013 | Q4 2013 | 3 |
EP Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 2 |
Auto-Owners Insurance Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
CAXTON ASSOCIATES LP | 2 | 2 | 0.04% | 0.16% | 0.28% | Q3 2017 | Q4 2017 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 2 |
MQS Management LLC | 1 | 1 | 0.15% | 0.31% | 0.48% | Q2 2022 | Q1 2023 | 2 |
Apeiron RIA LLC | 1 | 1 | 0.07% | 0.09% | 0.10% | Q4 2021 | Q1 2023 | 2 |
AFS Financial Group, LLC | 2 | 2 | 0.45% | 0.46% | 0.47% | Q4 2022 | Q1 2023 | 2 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 2 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.34% | 0.42% | 0.50% | Q3 2014 | Q1 2015 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.06% | Q1 2022 | Q1 2023 | 2 |
Park Place Capital Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Standard Family Office LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Independence Trust CO | 2 | 2 | 0.23% | 0.24% | 0.26% | Q2 2013 | Q3 2013 | 2 |
Axiom Investment Management LLC | 1 | 1 | 0.07% | 0.09% | 0.12% | Q1 2021 | Q3 2022 | 2 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2019 | 2 |
Alexandria Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 2 |
Retirement Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
CAMPBELL CAPITAL MANAGEMENT INC | 2 | 2 | 0.40% | 0.45% | 0.50% | Q1 2019 | Q2 2019 | 2 |
Slow Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2020 | 2 |
RFP Financial Group LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
YHB Investment Advisors, Inc. | 2 | 2 | 0.12% | 0.24% | 0.36% | Q2 2013 | Q3 2013 | 2 |
CHILTON INVESTMENT CO INC. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Corient Private Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
NinePointTwo Capital LLC | 1 | 1 | 0.07% | 0.07% | 0.08% | Q4 2021 | Q2 2023 | 2 |
Lombard Odier & Cie (Canada), Limited Partnership | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q1 2014 | 2 |
Marquette Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Farmers & Merchants Trust Co of Chambersburg PA | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Cranbrook Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
K2 PRINCIPAL FUND, L.P. | 2 | 2 | 0.24% | 0.26% | 0.27% | Q1 2018 | Q2 2018 | 2 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2017 | 2 |
CARRET ASSET MANAGEMENT, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q1 2014 | 2 |
Cannell & Co. | 2 | 2 | 0.04% | 0.06% | 0.07% | Q1 2014 | Q2 2014 | 2 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Tradition Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BEACON INVESTMENT ADVISORS LLC | 2 | 2 | 0.29% | 0.29% | 0.29% | Q4 2022 | Q1 2023 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 2 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 2 | 2 | 0.36% | 0.36% | 0.36% | Q1 2014 | Q2 2014 | 2 |
Clarius Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q1 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
YORKVILLE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.25% | 0.26% | 0.26% | Q2 2013 | Q3 2013 | 2 |
Forza Wealth Management, LLC | 2 | 2 | 0.35% | 0.35% | 0.35% | Q4 2022 | Q1 2023 | 2 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.06% | 0.08% | 0.10% | Q4 2014 | Q3 2017 | 2 |
NICHOLAS COMPANY, INC. | 2 | 2 | 0.08% | 0.10% | 0.12% | Q4 2017 | Q1 2018 | 2 |
SEI TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
BEACON FINANCIAL GROUP | 2 | 2 | 0.09% | 0.11% | 0.13% | Q4 2019 | Q1 2020 | 2 |
Gallacher Capital Management LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q4 2022 | Q1 2023 | 2 |
Catalyst Wealth Management, LLC | 2 | 2 | 0.46% | 0.55% | 0.65% | Q4 2022 | Q1 2023 | 2 |
Quantamental Technologies LLC | 1 | 1 | 0.04% | 0.14% | 0.25% | Q2 2019 | Q4 2021 | 2 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.07% | 0.08% | 0.08% | Q2 2017 | Q1 2018 | 2 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.02% | 0.10% | 0.18% | Q2 2013 | Q3 2023 | 2 |
OneAscent Financial Services LLC | 2 | 2 | 0.13% | 0.19% | 0.26% | Q1 2022 | Q2 2022 | 2 |
MARINO, STRAM & ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
True Wealth Design, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
CARDEROCK CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2021 | 2 |
ARMSTRONG ADVISORY GROUP, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
StoneX Group Inc. | 2 | 2 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q2 2021 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Capital Wealth Planning, LLC | 1 | 1 | 0.01% | 0.74% | 1.48% | Q1 2013 | Q1 2023 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Caption Management, LLC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q4 2018 | Q1 2019 | 2 |
Clean Yield Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 2 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.06% | 0.10% | 0.14% | Q3 2016 | Q4 2018 | 2 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 2 |
Strategic Capital Alternatives LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q2 2015 | 2 |
Compass Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Horizon Investments, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q1 2018 | Q2 2018 | 2 |
Lenox Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 2 |
WILLIAMS JONES & ASSOCIATES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
ICA Group Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2016 | Q3 2016 | 2 |
INNOVIS ASSET MANAGEMENT LLC | 2 | 2 | 0.35% | 0.37% | 0.38% | Q4 2022 | Q1 2023 | 2 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Davis Capital Management | 2 | 2 | 0.36% | 0.39% | 0.41% | Q1 2020 | Q2 2020 | 2 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.30% | 0.60% | Q4 2021 | Q3 2022 | 2 |
DUNCKER STREETT & CO INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Kistler-Tiffany Companies, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
SHEPHERD KAPLAN KROCHUK, LLC | 2 | 2 | 0.31% | 0.35% | 0.40% | Q2 2020 | Q3 2020 | 2 |
BBVA USA | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2021 | Q3 2021 | 2 |
BRYN MAWR CAPITAL MANAGEMENT INC | 1 | 1 | 0.43% | 0.64% | 0.85% | Q4 2013 | Q2 2014 | 2 |
Chicago Partners Investment Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
CLEARBRIDGE, LLC | 2 | 2 | 0.55% | 0.55% | 0.56% | Q3 2018 | Q4 2018 | 2 |
Laurel Wealth Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Holistic Financial Partners | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Virtue Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Strategic Capital Group LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q2 2014 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
DecisionPoint Financial, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
VICTORY CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Harbour Capital Advisors, LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q4 2022 | Q1 2023 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q4 2013 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 2 |
ETF MANAGERS GROUP, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 2 |
Vident Investment Advisory, LLC | 1 | 1 | 0.01% | 0.35% | 0.69% | Q4 2018 | Q1 2023 | 2 |
Inspire Investing, LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q1 2020 | 2 |
Salient Capital Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q1 2014 | 2 |
Migdal Insurance & Financial Holdings Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Stratos Wealth Partners, LTD. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Campbell & CO Investment Adviser LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q1 2023 | 2 |
Weaver Consulting Group | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2020 | 2 |
STRATEGIC CAPITAL ADVISERS, INC. | 2 | 2 | 1.36% | 1.36% | 1.36% | Q4 2017 | Q1 2018 | 2 |
PARK CIRCLE Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Bleakley Financial Group, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q4 2022 | Q1 2023 | 2 |
Skandinaviska Enskilda Banken AB (publ) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Buckingham Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 2 |
Strategic Advisors LLC | 1 | 1 | 0.15% | 0.22% | 0.29% | Q2 2013 | Q1 2014 | 2 |
Miramar Capital, LLC | 2 | 2 | 0.07% | 0.12% | 0.17% | Q1 2022 | Q2 2022 | 2 |
Orion Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
BANK OF NOVA SCOTIA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
New Hampshire Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.01% | 0.35% | 0.70% | Q3 2013 | Q2 2017 | 2 |
Seelaus Asset Management LLC | 2 | 2 | 0.30% | 0.32% | 0.34% | Q4 2021 | Q1 2022 | 2 |
Five Oceans Advisors | 2 | 2 | 0.15% | 0.15% | 0.16% | Q4 2022 | Q1 2023 | 2 |
abrdn Investment Management Ltd | 2 | 2 | 0.01% | 0.05% | 0.09% | Q3 2013 | Q4 2013 | 2 |
Keeler Thomas Management LLC | 2 | 2 | 0.31% | 0.31% | 0.32% | Q4 2017 | Q1 2018 | 2 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
Bollard Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 2 |
LOOMIS SAYLES & CO L P | 2 | 2 | 0.00% | 0.09% | 0.18% | Q3 2014 | Q4 2014 | 2 |
Tuscan Ridge Asset Management LLC | 1 | 1 | 0.04% | 0.06% | 0.08% | Q1 2019 | Q1 2019 | 2 |
Klingman & Associates, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
COWEN AND COMPANY, LLC | 2 | 2 | 0.62% | 0.83% | 1.04% | Q3 2020 | Q4 2020 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
WealthTrust Axiom LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2013 | Q1 2014 | 2 |
Slocum, Gordon & Co LLP | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Burt Wealth Advisors | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q1 2018 | 2 |
Consolidated Investment Group LLC | 2 | 2 | 0.49% | 0.54% | 0.59% | Q1 2022 | Q2 2022 | 2 |
Barnett & Company, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q1 2022 | 2 |
NEW ENGLAND ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Claro Advisors LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q1 2023 | 2 |
Mutual Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q4 2022 | Q1 2023 | 2 |
INTEGRAL DERIVATIVES, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2015 | Q4 2015 | 2 |
Firestone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
swisspartners Advisors Ltd | 2 | 2 | 1.20% | 1.24% | 1.29% | Q1 2021 | Q2 2021 | 2 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
KENSICO CAPITAL MANAGEMENT CORP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2015 | Q2 2015 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
BLACKTHORN INVESTMENT GROUP LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2013 | Q3 2013 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
ZRC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Bronson Point Management LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q2 2018 | Q2 2018 | 1 |
CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
BTC Capital Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
Calamos Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Bremer Bank National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Field & Main Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
River Road Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
SG3 Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
SMITH, MOORE & CO. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Henry James International Management Inc. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2018 | Q3 2018 | 1 |
DG CAPITAL MANAGEMENT INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2013 | Q4 2013 | 1 |
Oakworth Capital, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
CVA Family Office, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
L & S Advisors Inc | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2021 | Q3 2021 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
NORTHERN TRUST CO OF CONNECTICUT | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
LUMINUS MANAGEMENT LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2019 | Q4 2019 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
West Oak Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2014 | Q2 2014 | 1 |
Engineers Gate Manager LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 3.98% | 3.98% | 3.98% | Q4 2021 | Q4 2021 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Hoxton Financial, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.72% | 0.72% | 0.72% | Q2 2022 | Q2 2022 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2017 | Q1 2017 | 1 |
CHARTWELL INVESTMENT PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Matisse Capital | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2023 | Q1 2023 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Eagle Strategies LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q4 2021 | Q4 2021 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Corient Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
TAURUS ASSET MANAGEMENT, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Lansing Street Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Teza Capital Management LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2016 | Q4 2016 | 1 |
Tatro Capital, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q1 2021 | 1 |
Cohen Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
SIMMONS FIRST TRUST CO NA | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Milestone Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
O'Brien Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Ridgewood Investments LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
True Link Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Electron Capital Partners, LLC | 1 | 1 | 1.47% | 1.47% | 1.47% | Q4 2014 | Q4 2014 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
SAC Capital Advisors LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Daiwa Securities Group Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
All Season Financial Advisors, Inc. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2021 | Q2 2021 | 1 |
Daniel Devine & Co | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2014 | Q4 2014 | 1 |
SAROFIM FAYEZ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q4 2012 | 1 |
ING GROEP NV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
GW&K Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Beverly Hills Private Wealth, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Passport Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Man Group plc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2013 | Q2 2013 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Syverson Strege & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Rossmore Private Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Sensato Investors LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q1 2016 | Q1 2016 | 1 |
Centiva Capital, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Wealth Management Solutions, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
HARDING LOEVNER LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Next Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
BADGLEY PHELPS & BELL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2022 | Q2 2022 | 1 |
US FINANCIAL ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2015 | Q3 2015 | 1 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q3 2016 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Keel Point, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
SAGE RHINO CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Heritage Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Bray Capital Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
IBERIABANK CORP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2013 | Q1 2013 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Quadrant Capital Management, LLC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q2 2014 | Q2 2014 | 1 |
Forester Capital Management, LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
BECKER CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
LMR Partners LLP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2017 | Q4 2017 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
BLACKHILL CAPITAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
NIA IMPACT ADVISORS, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
Cape Investment Advisory, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
KLR INVESTMENT ADVISORS, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2023 | Q2 2023 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Lowe Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
One Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
HOWARD HUGHES MEDICAL INSTITUTE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
VNBTrust, National Association | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2013 | Q4 2013 | 1 |
Chautauqua Capital Management | 1 | 1 | 3.42% | 3.42% | 3.42% | Q2 2013 | Q2 2013 | 1 |
1776 Wealth LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
NIGHTVIEW CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
CFM WEALTH PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Roble, Belko & Company, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Joseph P. Lucia & Associates, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Franklin, Parlapiano, Turner & Welch, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2016 | Q4 2016 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Nilsine Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Algebris Investments (UK) LLP | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2017 | Q1 2017 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2017 | Q1 2017 | 1 |
Tradewinds, LLC. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2022 | Q4 2022 | 1 |
RONALD BLUE & CO LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Penobscot Investment Management Company, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Curated Wealth Partners LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2020 | Q4 2020 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
SYMPHONY ASSET MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2013 | Q4 2013 | 1 |
BIVIN & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BENJAMIN EDWARDS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Cascade Investment Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
HighVista Strategies LLC | 1 | 1 | 2.01% | 2.01% | 2.01% | Q2 2013 | Q2 2013 | 1 |
CIBC Asset Management Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CYNOSURE ADVISORS, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2017 | Q4 2017 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2018 | Q4 2018 | 1 |
PACIFIC VIEW ASSET MANAGEMENT, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2017 | Q4 2017 | 1 |
Verity Asset Management, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2021 | Q3 2021 | 1 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Donoghue Forlines LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
COURIER CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
COOLIDGE FRANCIS L | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
FIRST FINANCIAL CORP /IN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2017 | Q4 2017 | 1 |
TRUEWEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Cairn Investment Group, Inc. | 1 | 1 | 1.84% | 1.84% | 1.84% | Q4 2019 | Q4 2019 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2013 | Q3 2013 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q2 2018 | Q2 2018 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.88% | 0.88% | 0.88% | Q4 2021 | Q4 2021 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
S.C. Financial Services, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
PRENTISS SMITH & CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
S&T BANK/PA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
Certified Advisory Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
GETCO Holding Company, LLC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q2 2013 | Q2 2013 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
BFSG, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
SASCO CAPITAL INC / CT/ | 1 | 1 | 1.12% | 1.12% | 1.12% | Q1 2015 | Q1 2015 | 1 |
Asio Capital, LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q4 2019 | Q4 2019 | 1 |
Ovata Capital Management Ltd | 1 | 1 | 0.77% | 0.77% | 0.77% | Q3 2022 | Q3 2022 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Fiera Capital Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
External links
This page lists all the filers that currently own ABB LTD or have owned ABB LTD in the past.