Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 125 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 111 |
Parallax Volatility Advisers, L.P. | 42 | 42 | 0.00% | 0.01% | 0.13% | Q2 2013 | Q3 2023 | 111 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.03% | 0.12% | Q1 2012 | Q3 2023 | 110 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 108 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q3 2023 | 105 |
Citadel Advisors | 42 | 42 | 0.00% | 0.02% | 0.23% | Q2 2013 | Q3 2023 | 100 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 97 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.04% | 0.10% | Q1 2012 | Q3 2023 | 93 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q3 2023 | 81 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.02% | 0.27% | Q4 2015 | Q3 2023 | 81 |
UBS Group AG | 36 | 36 | 0.00% | 0.02% | 0.25% | Q4 2014 | Q3 2023 | 80 |
JANE STREET GROUP, LLC | 39 | 39 | 0.00% | 0.01% | 0.14% | Q1 2014 | Q3 2023 | 77 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 74 |
CAPITAL FUND MANAGEMENT S.A. | 20 | 1 | 0.00% | 0.03% | 0.26% | Q2 2013 | Q3 2023 | 74 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 71 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.04% | 0.16% | Q1 2013 | Q3 2023 | 71 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.14% | 0.37% | Q2 2013 | Q3 2023 | 70 |
GLENMEDE TRUST CO NA | 45 | 4 | 0.00% | 0.15% | 0.85% | Q1 2008 | Q3 2023 | 61 |
CAPSTONE INVESTMENT ADVISORS, LLC | 21 | 1 | 0.00% | 0.03% | 0.14% | Q2 2014 | Q3 2023 | 61 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.04% | 0.09% | Q3 2013 | Q3 2023 | 60 |
Jefferies Group LLC | 22 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q1 2022 | 60 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.02% | 0.09% | 0.18% | Q1 2009 | Q3 2023 | 59 |
WOLVERINE TRADING, LLC | 7 | 1 | 0.00% | 0.02% | 0.06% | Q3 2016 | Q3 2023 | 59 |
MILLENNIUM MANAGEMENT LLC | 20 | 1 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 58 |
TWO SIGMA INVESTMENTS, LP | 14 | 1 | 0.00% | 0.05% | 0.37% | Q2 2013 | Q4 2022 | 57 |
Twin Tree Management, LP | 13 | 1 | 0.00% | 0.06% | 0.61% | Q4 2012 | Q2 2023 | 54 |
AMALGAMATED BANK | 52 | 52 | 0.06% | 0.12% | 0.28% | Q4 2010 | Q3 2023 | 52 |
NOMURA HOLDINGS INC | 17 | 3 | 0.00% | 0.01% | 0.08% | Q4 2012 | Q3 2023 | 51 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.09% | 0.20% | Q2 2013 | Q3 2023 | 51 |
Paloma Partners Management Co | 19 | 1 | 0.01% | 0.05% | 0.20% | Q2 2013 | Q4 2022 | 51 |
CIBC WORLD MARKET INC. | 42 | 42 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 51 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 50 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.05% | 0.08% | 0.11% | Q3 2011 | Q3 2023 | 49 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.03% | 0.12% | 0.22% | Q3 2011 | Q3 2023 | 49 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 49 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.02% | 0.18% | 0.61% | Q4 2011 | Q3 2023 | 48 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 48 |
MUFG Americas Holdings Corp | 48 | 48 | 0.01% | 0.04% | 0.13% | Q4 2010 | Q3 2022 | 48 |
First Horizon Advisors, Inc. | 47 | 47 | 0.00% | 0.17% | 0.53% | Q1 2012 | Q3 2023 | 47 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 47 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 0.04% | 0.17% | Q2 2013 | Q3 2023 | 46 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 45 |
PEAK6 Group LLC | 15 | 5 | 0.00% | 0.06% | 0.29% | Q2 2013 | Q2 2018 | 44 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 42 | 2 | 0.33% | 0.60% | 1.13% | Q2 2010 | Q3 2023 | 44 |
Creative Planning | 42 | 42 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 44 |
Joel Isaacson & Co., LLC | 44 | 44 | 0.04% | 0.09% | 0.21% | Q4 2012 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.01% | 0.04% | 0.08% | Q4 2012 | Q3 2023 | 44 |
Rehmann Capital Advisory Group | 16 | 1 | 0.04% | 0.08% | 0.16% | Q4 2011 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.01% | 0.02% | 0.03% | Q4 2012 | Q2 2023 | 43 |
SEGALL BRYANT & HAMILL, LLC | 43 | 43 | 0.02% | 0.04% | 0.05% | Q1 2013 | Q3 2023 | 43 |
HAP Trading, LLC | 12 | 1 | 0.00% | 0.09% | 1.44% | Q2 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.06% | 0.11% | 0.36% | Q1 2013 | Q3 2023 | 43 |
Cetera Advisor Networks LLC | 43 | 43 | 0.01% | 0.03% | 0.07% | Q1 2013 | Q3 2023 | 43 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 43 |
MACQUARIE GROUP LTD | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 43 |
Raymond James Financial Services Advisors, Inc. | 41 | 41 | 0.00% | 0.10% | 0.22% | Q3 2013 | Q3 2023 | 43 |
Cubist Systematic Strategies, LLC | 29 | 8 | 0.00% | 0.07% | 0.34% | Q2 2014 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.08% | 0.12% | 0.16% | Q1 2013 | Q3 2023 | 43 |
BRYN MAWR TRUST Co | 43 | 43 | 0.37% | 0.67% | 1.00% | Q1 2013 | Q3 2023 | 43 |
M&R CAPITAL MANAGEMENT INC | 43 | 43 | 0.13% | 0.56% | 2.01% | Q2 2013 | Q4 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.00% | 0.19% | 0.69% | Q4 2012 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.06% | 0.10% | 0.15% | Q1 2013 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.04% | 0.10% | 0.26% | Q1 2013 | Q3 2023 | 43 |
AUXIER ASSET MANAGEMENT | 42 | 42 | 0.89% | 1.18% | 1.65% | Q2 2013 | Q3 2023 | 42 |
EDMP, INC. | 42 | 42 | 2.49% | 3.50% | 4.75% | Q2 2013 | Q3 2023 | 42 |
MATRIX ASSET ADVISORS INC/NY | 42 | 42 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
BANK OF NOVA SCOTIA | 29 | 13 | 0.00% | 0.03% | 0.15% | Q1 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
DUNCKER STREETT & CO INC | 42 | 42 | 0.13% | 0.30% | 0.85% | Q2 2013 | Q3 2023 | 42 |
ONTARIO TEACHERS PENSION PLAN BOARD | 42 | 42 | 0.00% | 0.09% | 0.37% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Ariel Investments | 42 | 42 | 0.40% | 1.07% | 1.66% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.07% | 0.11% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Bell Bank | 42 | 42 | 0.20% | 0.47% | 0.90% | Q2 2013 | Q3 2023 | 42 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 42 | 42 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 42 | 42 | 1.56% | 2.21% | 2.58% | Q2 2013 | Q3 2023 | 42 |
EADS & HEALD WEALTH MANAGEMENT | 42 | 42 | 0.94% | 1.26% | 1.51% | Q2 2013 | Q3 2023 | 42 |
UMB Bank, n.a. | 42 | 42 | 0.02% | 0.06% | 0.19% | Q2 2013 | Q3 2023 | 42 |
BOSTON FAMILY OFFICE LLC | 42 | 42 | 0.11% | 0.68% | 1.10% | Q2 2013 | Q3 2023 | 42 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
HM PAYSON & CO | 42 | 42 | 0.18% | 0.92% | 2.11% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 42 |
LSV ASSET MANAGEMENT | 42 | 42 | 0.30% | 0.47% | 0.89% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
ADIRONDACK TRUST CO | 42 | 42 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.06% | 0.10% | 0.41% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.04% | 0.21% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.09% | 0.14% | 0.20% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.02% | 0.12% | 0.28% | Q2 2013 | Q3 2023 | 42 |
NORTH STAR ASSET MANAGEMENT INC | 42 | 42 | 0.18% | 0.36% | 0.54% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 42 | 42 | 0.48% | 0.93% | 1.69% | Q2 2013 | Q3 2023 | 42 |
MACKENZIE FINANCIAL CORP | 42 | 42 | 0.00% | 0.02% | 0.15% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.06% | 0.14% | 0.38% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.03% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.09% | 0.12% | 0.16% | Q2 2013 | Q3 2023 | 42 |
GREAT LAKES ADVISORS, LLC | 42 | 42 | 0.05% | 0.09% | 0.34% | Q2 2013 | Q3 2023 | 42 |
OLD SECOND NATIONAL BANK OF AURORA | 42 | 42 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
WASHINGTON TRUST Co | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.00% | 0.03% | 0.24% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
MARCO INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.48% | 0.97% | 2.42% | Q2 2013 | Q3 2023 | 42 |
S&CO INC | 42 | 42 | 0.29% | 0.43% | 0.58% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.03% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.00% | 0.09% | 0.58% | Q2 2013 | Q3 2023 | 42 |
ZACKS INVESTMENT MANAGEMENT | 42 | 42 | 0.01% | 0.63% | 1.07% | Q2 2013 | Q3 2023 | 42 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.09% | 0.27% | 0.79% | Q2 2013 | Q3 2023 | 42 |
DAVENPORT & Co LLC | 42 | 42 | 0.01% | 0.13% | 0.68% | Q2 2013 | Q3 2023 | 42 |
CAPITAL CITY TRUST CO/FL | 42 | 42 | 0.26% | 0.39% | 0.61% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.06% | 0.10% | 0.26% | Q2 2013 | Q3 2023 | 42 |
TRILLIUM ASSET MANAGEMENT, LLC | 42 | 42 | 0.60% | 0.92% | 1.39% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.06% | 0.11% | 0.17% | Q2 2013 | Q3 2023 | 42 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 42 | 42 | 0.21% | 0.53% | 0.84% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.04% | 0.08% | 0.18% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.12% | 1.14% | Q2 2013 | Q3 2023 | 42 |
GATEWAY INVESTMENT ADVISERS LLC | 42 | 42 | 0.14% | 0.26% | 0.53% | Q2 2013 | Q3 2023 | 42 |
PINNACLE FINANCIAL PARTNERS INC | 42 | 42 | 0.03% | 0.08% | 0.34% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.08% | 0.13% | 0.18% | Q2 2013 | Q3 2023 | 42 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 42 | 42 | 1.48% | 2.04% | 2.44% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.04% | 0.16% | 0.52% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.03% | 0.05% | 0.19% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
TOTH FINANCIAL ADVISORY CORP | 42 | 42 | 0.25% | 1.06% | 2.81% | Q2 2013 | Q3 2023 | 42 |
MONETARY MANAGEMENT GROUP INC | 42 | 42 | 0.12% | 0.24% | 0.38% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VERMONT | 42 | 42 | 0.06% | 0.17% | 0.38% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.06% | 0.11% | 0.18% | Q2 2013 | Q3 2023 | 42 |
HYMAN CHARLES D | 42 | 42 | 0.02% | 0.22% | 1.23% | Q2 2013 | Q3 2023 | 42 |
DELTA ASSET MANAGEMENT LLC/TN | 42 | 42 | 0.00% | 0.03% | 0.96% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.06% | 0.15% | 0.31% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
STEWART & PATTEN CO LLC | 42 | 42 | 0.09% | 0.68% | 2.21% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.05% | 0.11% | 0.32% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
WEDBUSH SECURITIES INC | 42 | 42 | 0.05% | 0.11% | 0.18% | Q2 2013 | Q3 2023 | 42 |
DEAN INVESTMENT ASSOCIATES, LLC | 42 | 42 | 0.31% | 0.75% | 1.58% | Q2 2013 | Q3 2023 | 42 |
ROCKLAND TRUST CO | 42 | 42 | 0.04% | 0.72% | 2.77% | Q2 2013 | Q3 2023 | 42 |
CRAWFORD INVESTMENT COUNSEL INC | 42 | 42 | 0.02% | 0.81% | 2.57% | Q2 2013 | Q3 2023 | 42 |
ST GERMAIN D J CO INC | 39 | 3 | 0.03% | 0.18% | 0.35% | Q2 2013 | Q4 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.21% | 0.64% | 1.44% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.01% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.01% | 0.05% | 0.18% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.07% | 0.12% | 0.16% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.07% | 0.75% | 2.20% | Q2 2013 | Q3 2023 | 42 |
WATERS PARKERSON & CO., LLC | 42 | 42 | 1.08% | 1.84% | 2.37% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.05% | 0.11% | 0.16% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.33% | 0.45% | 0.62% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CONNING INC. | 42 | 42 | 0.01% | 0.30% | 1.44% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL TRUST CO | 42 | 42 | 0.20% | 0.58% | 1.03% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.06% | 0.11% | 0.14% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.02% | 0.21% | 0.58% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.06% | 0.11% | 0.19% | Q2 2013 | Q3 2023 | 42 |
CARRET ASSET MANAGEMENT, LLC | 42 | 42 | 0.04% | 0.09% | 0.29% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.03% | 0.10% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.08% | 0.13% | 0.16% | Q2 2013 | Q3 2023 | 42 |
SouthState Corp | 42 | 42 | 0.13% | 0.38% | 1.09% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.05% | 0.60% | 2.68% | Q2 2013 | Q3 2023 | 42 |
Hills Bank & Trust Co | 42 | 42 | 0.07% | 0.11% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Willis Investment Counsel | 42 | 42 | 0.83% | 1.87% | 2.50% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.00% | 0.04% | 0.38% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.02% | 0.10% | 0.24% | Q2 2013 | Q3 2023 | 42 |
AMERICAN CENTURY COMPANIES INC | 42 | 42 | 0.08% | 0.20% | 0.41% | Q2 2013 | Q3 2023 | 42 |
Calamos Advisors LLC | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.02% | 0.06% | 0.17% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.07% | 0.11% | 0.14% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.06% | 0.09% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Argyle Capital Management Inc. | 42 | 42 | 0.17% | 0.20% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Coastline Trust Co | 42 | 42 | 0.43% | 0.59% | 0.69% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.01% | 0.09% | 0.24% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
OLD NATIONAL BANCORP /IN/ | 42 | 42 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
RNC CAPITAL MANAGEMENT LLC | 42 | 42 | 0.02% | 0.29% | 1.71% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.05% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.01% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.07% | 0.12% | 0.17% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.08% | 0.12% | 0.15% | Q2 2013 | Q3 2023 | 42 |
FIDUCIARY TRUST CO | 42 | 42 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.04% | 0.09% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Indiana Trust & Investment Management CO | 42 | 42 | 0.46% | 0.82% | 1.92% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.02% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.17% | 0.47% | 0.79% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.05% | 0.26% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.08% | 0.12% | 0.17% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.06% | 0.10% | 0.17% | Q2 2013 | Q3 2023 | 42 |
DIVIDEND ASSETS CAPITAL, LLC | 42 | 42 | 0.02% | 0.17% | 1.22% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.03% | 0.40% | 0.88% | Q2 2012 | Q4 2022 | 42 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.07% | 0.24% | 0.63% | Q2 2013 | Q3 2023 | 42 |
MONARCH CAPITAL MANAGEMENT INC/ | 42 | 42 | 0.10% | 1.15% | 1.67% | Q2 2013 | Q3 2023 | 42 |
TORONTO DOMINION BANK | 36 | 2 | 0.00% | 0.03% | 0.06% | Q1 2013 | Q3 2023 | 42 |
THOMPSON SIEGEL & WALMSLEY LLC | 42 | 42 | 0.00% | 0.01% | 0.26% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
West Oak Capital, LLC | 42 | 42 | 0.22% | 0.52% | 1.13% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN STREET ADVISORS INC /NC | 42 | 42 | 0.20% | 0.82% | 2.55% | Q2 2013 | Q3 2023 | 42 |
Southeast Asset Advisors Inc. | 42 | 42 | 1.10% | 1.53% | 1.97% | Q2 2013 | Q3 2023 | 42 |
Penobscot Investment Management Company, Inc. | 42 | 42 | 0.12% | 0.24% | 0.52% | Q2 2013 | Q3 2023 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.02% | 0.06% | 0.25% | Q2 2013 | Q3 2023 | 42 |
Choate Investment Advisors | 42 | 42 | 0.11% | 0.22% | 0.39% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
BURNEY CO/ | 42 | 42 | 0.17% | 0.52% | 1.04% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Guinness Asset Management LTD | 42 | 42 | 0.62% | 2.99% | 5.34% | Q2 2013 | Q3 2023 | 42 |
Guinness Atkinson Asset Management Inc | 42 | 42 | 0.05% | 0.30% | 0.68% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.02% | 0.10% | 0.34% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.04% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.60% | 0.95% | 1.31% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.00% | 0.20% | 0.67% | Q2 2013 | Q3 2023 | 42 |
Cubic Asset Management, LLC | 42 | 42 | 1.44% | 1.67% | 2.24% | Q2 2013 | Q3 2023 | 42 |
Plante Moran Financial Advisors, LLC | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
FDx Advisors, Inc. | 42 | 42 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Wallington Asset Management, LLC | 42 | 42 | 0.59% | 1.19% | 1.99% | Q2 2013 | Q3 2023 | 42 |
Cannell & Co. | 42 | 42 | 0.12% | 0.29% | 1.52% | Q2 2013 | Q3 2023 | 42 |
Palisade Asset Management, LLC | 42 | 42 | 0.63% | 1.63% | 2.23% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.05% | 0.30% | 0.85% | Q2 2013 | Q3 2023 | 42 |
GAM Holding AG | 42 | 42 | 0.03% | 0.30% | 1.06% | Q2 2013 | Q3 2023 | 42 |
Korea Investment CORP | 42 | 42 | 0.04% | 0.08% | 0.15% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.18% | 0.25% | 0.42% | Q2 2013 | Q3 2023 | 42 |
TWO SIGMA SECURITIES, LLC | 11 | 1 | 0.00% | 0.02% | 0.12% | Q2 2017 | Q3 2023 | 42 |
SIGNATUREFD, LLC | 42 | 42 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.02% | 0.11% | 0.32% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.07% | 0.12% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.06% | 0.11% | 0.15% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 26 | 15 | 0.00% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.02% | 0.10% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.09% | 0.11% | 0.17% | Q2 2013 | Q3 2023 | 42 |
YHB Investment Advisors, Inc. | 42 | 42 | 0.18% | 0.35% | 0.48% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.08% | 0.12% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.07% | 0.13% | 0.18% | Q2 2013 | Q3 2023 | 42 |
WMS Partners, LLC | 42 | 42 | 0.04% | 0.08% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Evercore Wealth Management, LLC | 42 | 42 | 0.04% | 0.12% | 0.47% | Q2 2013 | Q3 2023 | 42 |
TCTC Holdings, LLC | 42 | 42 | 1.58% | 2.04% | 2.54% | Q2 2013 | Q3 2023 | 42 |
Meiji Yasuda Asset Management Co Ltd. | 42 | 42 | 0.03% | 0.18% | 0.69% | Q2 2013 | Q3 2023 | 42 |
GREATMARK INVESTMENT PARTNERS, INC. | 42 | 42 | 3.99% | 7.04% | 15.13% | Q2 2013 | Q3 2023 | 42 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 42 | 42 | 0.08% | 0.16% | 0.27% | Q2 2013 | Q3 2023 | 42 |
West Coast Financial LLC | 42 | 42 | 0.10% | 1.81% | 2.55% | Q2 2013 | Q3 2023 | 42 |
BNP Paribas Asset Management Holding S.A. | 42 | 42 | 0.00% | 0.06% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Nuveen Asset Management, LLC | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
BRADLEY FOSTER & SARGENT INC/CT | 28 | 13 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 41 |
Bragg Financial Advisors, Inc | 24 | 17 | 0.04% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 41 |
SHELTON CAPITAL MANAGEMENT | 30 | 11 | 0.01% | 0.08% | 0.38% | Q2 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.02% | 0.06% | 0.26% | Q3 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.02% | 0.07% | 0.20% | Q3 2013 | Q3 2023 | 41 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 30 | 4 | 0.02% | 0.08% | 0.14% | Q1 2013 | Q3 2023 | 41 |
Chesley Taft & Associates LLC | 31 | 10 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 41 |
EVERENCE CAPITAL MANAGEMENT INC | 40 | 1 | 0.09% | 0.22% | 0.32% | Q2 2013 | Q3 2023 | 41 |
SAWGRASS ASSET MANAGEMENT LLC | 34 | 7 | 0.07% | 0.14% | 0.26% | Q2 2013 | Q3 2023 | 41 |
SECURITY NATIONAL BANK OF SO DAK | 39 | 2 | 1.20% | 1.49% | 2.09% | Q2 2013 | Q3 2023 | 41 |
Wellington Shields & Co., LLC | 25 | 16 | 0.01% | 0.23% | 0.47% | Q2 2013 | Q3 2023 | 41 |
Legacy Private Trust Co. | 29 | 12 | 0.07% | 0.20% | 0.38% | Q2 2013 | Q3 2023 | 41 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 41 | 41 | 0.02% | 0.40% | 0.80% | Q2 2013 | Q2 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.09% | 0.14% | 0.20% | Q3 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.02% | 0.09% | 0.31% | Q2 2013 | Q3 2023 | 41 |
KEATING INVESTMENT COUNSELORS INC | 36 | 5 | 0.27% | 0.60% | 1.62% | Q2 2013 | Q3 2023 | 41 |
Cetera Advisors LLC | 41 | 41 | 0.00% | 0.04% | 0.12% | Q3 2013 | Q3 2023 | 41 |
1832 Asset Management L.P. | 40 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 41 |
PITCAIRN CO | 32 | 9 | 0.03% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 41 |
Liberty Capital Management, Inc. | 29 | 12 | 1.29% | 1.70% | 2.54% | Q2 2013 | Q3 2023 | 41 |
Mariner, LLC | 28 | 13 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 41 |
Rafferty Asset Management, LLC | 33 | 8 | 0.04% | 0.14% | 0.34% | Q2 2013 | Q3 2023 | 41 |
SENTRY INVESTMENT MANAGEMENT LLC | 32 | 9 | 0.06% | 0.10% | 0.17% | Q2 2013 | Q3 2023 | 41 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 38 | 3 | 0.01% | 0.17% | 0.68% | Q2 2013 | Q3 2023 | 41 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 39 | 2 | 1.08% | 1.52% | 2.14% | Q2 2013 | Q3 2023 | 41 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 41 | 41 | 0.00% | 0.18% | 0.48% | Q3 2013 | Q3 2023 | 41 |
Norinchukin Bank, The | 41 | 41 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q3 2023 | 41 |
TOMPKINS FINANCIAL CORP | 28 | 3 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q4 2023 | 41 |
PGGM Investments | 33 | 3 | 0.09% | 0.22% | 0.54% | Q1 2013 | Q3 2023 | 41 |
PRIO WEALTH LIMITED PARTNERSHIP | 41 | 41 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q3 2023 | 41 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 24 | 17 | 0.00% | 0.06% | 0.23% | Q2 2013 | Q3 2023 | 41 |
PineBridge Investments, L.P. | 41 | 41 | 0.00% | 0.35% | 0.73% | Q2 2013 | Q2 2023 | 41 |
WBH ADVISORY INC | 38 | 3 | 0.05% | 0.16% | 0.59% | Q2 2013 | Q3 2023 | 41 |
Thomasville National Bank | 27 | 14 | 0.23% | 0.76% | 3.18% | Q2 2013 | Q3 2023 | 41 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.03% | 0.21% | 0.44% | Q2 2013 | Q2 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.08% | 0.12% | 0.17% | Q1 2013 | Q3 2023 | 41 |
Bollard Group LLC | 41 | 41 | 0.00% | 0.02% | 0.12% | Q3 2013 | Q3 2023 | 41 |
HARTLINE INVESTMENT CORP/ | 37 | 4 | 0.13% | 1.05% | 1.84% | Q2 2013 | Q3 2023 | 41 |
DEARBORN PARTNERS LLC | 41 | 41 | 0.01% | 0.04% | 0.12% | Q3 2013 | Q3 2023 | 41 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 33 | 8 | 0.00% | 0.10% | 0.41% | Q2 2013 | Q3 2023 | 41 |
TCI Wealth Advisors, Inc. | 28 | 13 | 0.00% | 0.01% | 0.03% | Q4 2012 | Q1 2023 | 41 |
Bartlett & Co. LLC | 26 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2023 | 41 |
PARSONS CAPITAL MANAGEMENT INC/RI | 28 | 13 | 0.16% | 0.26% | 0.32% | Q2 2013 | Q3 2023 | 41 |
DnB Asset Management AS | 39 | 2 | 0.02% | 0.07% | 0.18% | Q3 2013 | Q4 2023 | 41 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 23 | 18 | 0.06% | 0.13% | 0.26% | Q2 2013 | Q3 2023 | 41 |
BROWN BROTHERS HARRIMAN & CO | 30 | 11 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 41 |
Sandy Spring Bank | 38 | 3 | 0.09% | 0.24% | 0.37% | Q2 2013 | Q3 2023 | 41 |
PITTENGER & ANDERSON INC | 29 | 12 | 0.14% | 0.20% | 0.30% | Q2 2013 | Q3 2023 | 41 |
Brandywine Global Investment Management, LLC | 36 | 5 | 0.04% | 0.24% | 0.61% | Q2 2013 | Q3 2023 | 41 |
Somerset Trust Co | 41 | 41 | 0.53% | 1.16% | 2.04% | Q4 2013 | Q4 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.01% | 0.04% | 0.25% | Q2 2013 | Q3 2023 | 41 |
NISA INVESTMENT ADVISORS, LLC | 34 | 7 | 0.08% | 0.15% | 0.20% | Q2 2013 | Q3 2023 | 41 |
QV Investors Inc. | 38 | 1 | 0.30% | 2.77% | 7.44% | Q1 2011 | Q3 2023 | 40 |
CITY HOLDING CO | 40 | 40 | 0.23% | 0.46% | 0.66% | Q4 2013 | Q3 2023 | 40 |
Sabal Trust CO | 23 | 6 | 0.02% | 0.92% | 2.78% | Q2 2013 | Q3 2023 | 40 |
EARNEST PARTNERS LLC | 40 | 40 | 0.00% | 0.09% | 0.18% | Q4 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.08% | 0.13% | 0.17% | Q4 2013 | Q3 2023 | 40 |
STATE STREET CORP | 32 | 8 | 0.08% | 0.13% | 0.18% | Q2 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.03% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 40 |
DENALI ADVISORS LLC | 30 | 1 | 0.01% | 1.19% | 2.82% | Q2 2013 | Q3 2023 | 40 |
WESBANCO BANK INC | 30 | 4 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 40 |
GREENLEAF TRUST | 40 | 40 | 0.01% | 0.15% | 0.47% | Q4 2013 | Q3 2023 | 40 |
Loudon Investment Management, LLC | 40 | 40 | 0.88% | 1.83% | 3.35% | Q4 2013 | Q3 2023 | 40 |
WELCH & FORBES LLC | 23 | 4 | 0.42% | 0.81% | 1.41% | Q2 2013 | Q3 2023 | 40 |
BALYASNY ASSET MANAGEMENT L.P. | 10 | 1 | 0.00% | 0.11% | 0.60% | Q4 2013 | Q3 2023 | 40 |
Capital Analysts, LLC | 26 | 14 | 0.00% | 0.01% | 0.04% | Q1 2013 | Q3 2023 | 40 |
Busey Bank | 23 | 1 | 0.02% | 0.14% | 1.35% | Q2 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.05% | 0.08% | 0.12% | Q4 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 27 | 12 | 0.00% | 0.04% | 0.18% | Q4 2013 | Q3 2023 | 40 |
Financial Architects, Inc | 37 | 2 | 0.03% | 0.09% | 0.31% | Q2 2013 | Q2 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.09% | 0.14% | 0.19% | Q3 2013 | Q3 2023 | 40 |
GHP Investment Advisors, Inc. | 32 | 3 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 40 |
Bank OZK | 24 | 16 | 0.07% | 0.55% | 1.07% | Q3 2013 | Q3 2023 | 40 |
Atria Investments, Inc | 28 | 12 | 0.02% | 0.12% | 0.26% | Q2 2013 | Q3 2023 | 40 |
SIT INVESTMENT ASSOCIATES INC | 35 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 40 |
Sand Hill Global Advisors, LLC | 26 | 14 | 0.02% | 0.04% | 0.38% | Q3 2013 | Q3 2023 | 40 |
FORVIS Wealth Advisors, LLC | 38 | 2 | 0.01% | 0.07% | 1.26% | Q2 2013 | Q2 2023 | 40 |
Parsec Financial Management, Inc. | 40 | 40 | 0.14% | 0.99% | 2.43% | Q2 2013 | Q1 2023 | 40 |
Curbstone Financial Management Corp | 40 | 40 | 0.18% | 0.24% | 0.30% | Q1 2014 | Q4 2023 | 40 |
Blume Capital Management, Inc. | 40 | 40 | 0.04% | 0.05% | 0.06% | Q4 2013 | Q3 2023 | 40 |
Grantham, Mayo, Van Otterloo & Co. LLC | 27 | 12 | 0.00% | 0.08% | 0.25% | Q2 2013 | Q3 2023 | 39 |
Avior Wealth Management, LLC | 39 | 39 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q3 2023 | 39 |
CKW FINANCIAL GROUP | 37 | 2 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 39 |
Andra AP-fonden | 22 | 5 | 0.09% | 0.17% | 0.28% | Q2 2013 | Q2 2023 | 39 |
BANK OF THE WEST | 39 | 39 | 0.04% | 0.31% | 1.39% | Q2 2013 | Q4 2022 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.07% | 0.12% | 0.16% | Q1 2014 | Q3 2023 | 39 |
Court Place Advisors, LLC | 39 | 39 | 0.74% | 1.18% | 1.76% | Q1 2014 | Q3 2023 | 39 |
NJ State Employees Deferred Compensation Plan | 39 | 39 | 0.18% | 0.22% | 0.35% | Q1 2014 | Q3 2023 | 39 |
PARK NATIONAL CORP /OH/ | 25 | 3 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.04% | 0.11% | 0.27% | Q1 2014 | Q3 2023 | 39 |
NAPLES GLOBAL ADVISORS, LLC | 39 | 39 | 0.15% | 0.35% | 0.70% | Q1 2014 | Q3 2023 | 39 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.01% | 0.13% | 0.21% | Q1 2014 | Q3 2023 | 39 |
OPTIMUM INVESTMENT ADVISORS | 32 | 7 | 0.04% | 0.13% | 0.36% | Q3 2013 | Q4 2023 | 39 |
RATIONAL ADVISORS LLC | 15 | 1 | 0.00% | 0.25% | 1.28% | Q1 2009 | Q1 2023 | 39 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
HOWE & RUSLING INC | 21 | 4 | 0.00% | 0.11% | 1.31% | Q2 2013 | Q3 2023 | 39 |
Beacon Capital Management, Inc. | 30 | 9 | 0.00% | 0.01% | 0.08% | Q4 2013 | Q3 2023 | 39 |
Hollow Brook Wealth Management LLC | 39 | 39 | 0.09% | 0.87% | 3.84% | Q1 2014 | Q3 2023 | 39 |
EagleClaw Capital Managment, LLC | 39 | 39 | 0.27% | 0.47% | 0.67% | Q1 2014 | Q3 2023 | 39 |
Advisory Services Network, LLC | 27 | 12 | 0.02% | 0.09% | 0.21% | Q4 2013 | Q3 2023 | 39 |
B. Riley Wealth Advisors, Inc. | 33 | 1 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 39 |
Regal Investment Advisors LLC | 27 | 1 | 0.01% | 0.33% | 0.68% | Q2 2013 | Q3 2023 | 39 |
INTRUST BANK NA | 19 | 8 | 0.03% | 0.22% | 0.58% | Q2 2013 | Q3 2023 | 39 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.08% | 0.29% | 0.89% | Q2 2013 | Q3 2022 | 38 |
KCM INVESTMENT ADVISORS LLC | 38 | 38 | 0.01% | 0.05% | 0.12% | Q2 2014 | Q3 2023 | 38 |
Checchi Capital Advisers, LLC | 26 | 12 | 0.02% | 0.05% | 0.13% | Q1 2014 | Q3 2023 | 38 |
Oakworth Capital, Inc. | 38 | 38 | 0.00% | 0.03% | 0.22% | Q2 2014 | Q3 2023 | 38 |
Cambridge Investment Research Advisors, Inc. | 26 | 1 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 38 |
CIM, LLC | 27 | 11 | 0.10% | 0.17% | 0.41% | Q2 2013 | Q4 2022 | 38 |
State of Alaska, Department of Revenue | 27 | 11 | 0.02% | 0.14% | 0.34% | Q2 2013 | Q3 2023 | 38 |
REGENTATLANTIC CAPITAL LLC | 38 | 38 | 0.06% | 0.11% | 0.20% | Q2 2013 | Q3 2022 | 38 |
Ashfield Capital Partners, LLC | 38 | 38 | 0.17% | 0.26% | 0.38% | Q2 2013 | Q3 2022 | 38 |
Mirae Asset Global Investments Co., Ltd. | 25 | 1 | 0.02% | 0.05% | 0.14% | Q2 2011 | Q3 2023 | 38 |
FUKOKU MUTUAL LIFE INSURANCE Co | 37 | 37 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q2 2022 | 37 |
ROWLANDMILLER & PARTNERS.ADV | 37 | 37 | 0.45% | 0.67% | 0.91% | Q4 2014 | Q4 2023 | 37 |
MURPHY CAPITAL MANAGEMENT INC | 37 | 37 | 0.18% | 0.31% | 0.60% | Q2 2013 | Q2 2022 | 37 |
Covington Capital Management | 28 | 9 | 0.01% | 0.08% | 0.40% | Q2 2013 | Q3 2022 | 37 |
MASSMUTUAL TRUST CO FSB/ADV | 13 | 1 | 0.00% | 0.05% | 0.26% | Q1 2014 | Q4 2023 | 37 |
Ipswich Investment Management Co., Inc. | 32 | 5 | 0.09% | 0.14% | 0.20% | Q2 2013 | Q3 2023 | 37 |
Aviance Capital Partners, LLC | 27 | 10 | 0.04% | 0.55% | 1.71% | Q2 2013 | Q3 2023 | 37 |
Johnson Financial Group, Inc. | 29 | 4 | 0.00% | 0.08% | 0.28% | Q2 2013 | Q3 2023 | 37 |
South Dakota Investment Council | 37 | 37 | 0.04% | 0.12% | 0.23% | Q3 2014 | Q3 2023 | 37 |
GRIMES & COMPANY, INC. | 18 | 1 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 37 |
ADVISOR PARTNERS LLC | 37 | 37 | 0.05% | 0.15% | 0.28% | Q2 2013 | Q2 2022 | 37 |
Sigma Planning Corp | 36 | 36 | 0.03% | 0.06% | 0.13% | Q4 2014 | Q3 2023 | 36 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 36 | 36 | 1.12% | 1.48% | 1.88% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.08% | 0.14% | 0.22% | Q2 2013 | Q1 2022 | 36 |
BI Asset Management Fondsmaeglerselskab A/S | 29 | 7 | 0.01% | 0.76% | 1.71% | Q1 2014 | Q3 2023 | 36 |
CREDIT AGRICOLE S A | 27 | 8 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 36 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 20 | 4 | 0.01% | 0.27% | 0.66% | Q2 2013 | Q3 2023 | 36 |
SVB WEALTH LLC | 36 | 36 | 0.01% | 0.08% | 0.22% | Q4 2014 | Q3 2023 | 36 |
PALLADIUM PARTNERS LLC | 36 | 36 | 0.10% | 0.23% | 0.44% | Q2 2013 | Q1 2022 | 36 |
KWMG, LLC | 36 | 36 | 0.50% | 0.72% | 0.98% | Q4 2014 | Q3 2023 | 36 |
National Pension Service | 33 | 3 | 0.10% | 0.15% | 0.19% | Q3 2014 | Q3 2023 | 36 |
Tradewinds Capital Management, LLC | 35 | 1 | 0.00% | 0.02% | 0.07% | Q4 2013 | Q4 2022 | 36 |
Long Road Investment Counsel, LLC | 36 | 36 | 1.00% | 1.44% | 1.85% | Q4 2014 | Q3 2023 | 36 |
Tower Research Capital LLC (TRC) | 15 | 1 | 0.00% | 0.04% | 0.10% | Q3 2013 | Q3 2023 | 36 |
ACG Wealth | 36 | 36 | 0.05% | 0.13% | 0.22% | Q4 2013 | Q3 2022 | 36 |
Winch Advisory Services, LLC | 35 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 36 |
DOWLING & YAHNKE LLC | 22 | 14 | 0.08% | 0.19% | 0.30% | Q2 2013 | Q3 2022 | 36 |
ASSOCIATED BANC-CORP | 36 | 36 | 0.02% | 0.04% | 0.15% | Q4 2014 | Q3 2023 | 36 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 36 | 36 | 0.10% | 0.33% | 0.50% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.01% | 0.04% | 0.12% | Q4 2014 | Q3 2023 | 36 |
CORNERCAP INVESTMENT COUNSEL INC | 36 | 36 | 0.07% | 0.52% | 0.92% | Q4 2014 | Q3 2023 | 36 |
Diligent Investors, LLC | 36 | 36 | 0.15% | 0.23% | 0.31% | Q4 2014 | Q3 2023 | 36 |
Azimuth Capital Management LLC | 36 | 36 | 0.12% | 0.20% | 0.29% | Q2 2013 | Q1 2022 | 36 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 36 | 36 | 0.34% | 0.46% | 0.65% | Q4 2014 | Q3 2023 | 36 |
VICTORY CAPITAL MANAGEMENT INC | 34 | 1 | 0.00% | 0.31% | 0.75% | Q3 2013 | Q3 2023 | 35 |
Argent Trust Co | 30 | 5 | 0.03% | 0.10% | 0.28% | Q4 2014 | Q3 2023 | 35 |
TDAM USA INC. | 35 | 35 | 0.02% | 0.11% | 0.34% | Q2 2013 | Q4 2021 | 35 |
Cambria Investment Management, L.P. | 35 | 35 | 0.18% | 0.66% | 1.49% | Q1 2015 | Q3 2023 | 35 |
Manchester Capital Management LLC | 32 | 3 | 0.01% | 0.03% | 0.06% | Q2 2014 | Q3 2023 | 35 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 35 | 35 | 0.01% | 0.63% | 1.10% | Q1 2015 | Q3 2023 | 35 |
Allworth Financial LP | 35 | 35 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 35 |
SCOTIA CAPITAL INC. | 27 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q4 2022 | 35 |
Coho Partners, Ltd. | 35 | 35 | 0.02% | 2.39% | 4.57% | Q1 2015 | Q3 2023 | 35 |
ROPES WEALTH ADVISORS LLC | 35 | 35 | 0.01% | 0.15% | 0.40% | Q1 2015 | Q3 2023 | 35 |
DUPONT CAPITAL MANAGEMENT CORP | 25 | 3 | 0.00% | 0.07% | 0.35% | Q2 2013 | Q2 2023 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.02% | 0.06% | 0.23% | Q1 2015 | Q3 2023 | 35 |
Gotham Asset Management, LLC | 23 | 2 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 35 |
PUTNAM INVESTMENTS LLC | 35 | 35 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q4 2021 | 35 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 35 | 35 | 0.05% | 0.19% | 0.88% | Q1 2015 | Q3 2023 | 35 |
PROSPECTOR PARTNERS LLC | 34 | 34 | 0.08% | 1.19% | 2.24% | Q2 2013 | Q3 2021 | 35 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.00% | 0.09% | 0.20% | Q2 2013 | Q4 2021 | 35 |
MEEDER ASSET MANAGEMENT INC | 25 | 1 | 0.01% | 0.26% | 1.70% | Q2 2013 | Q3 2023 | 35 |
Cornerstone Management, Inc. | 31 | 4 | 0.11% | 0.18% | 0.25% | Q4 2014 | Q3 2023 | 35 |
MCF Advisors LLC | 23 | 1 | 0.00% | 0.02% | 0.13% | Q3 2012 | Q2 2023 | 35 |
Candriam S.C.A. | 31 | 4 | 0.02% | 0.10% | 0.55% | Q4 2014 | Q3 2023 | 35 |
SCOUT INVESTMENTS, INC. | 35 | 35 | 0.25% | 0.92% | 2.15% | Q2 2013 | Q4 2021 | 35 |
CULLINAN ASSOCIATES INC | 35 | 35 | 0.32% | 0.94% | 1.82% | Q1 2015 | Q3 2023 | 35 |
State of New Jersey Common Pension Fund D | 18 | 17 | 0.06% | 0.11% | 0.19% | Q2 2014 | Q3 2023 | 35 |
Baird Financial Group, Inc. | 34 | 34 | 0.02% | 0.05% | 0.08% | Q2 2015 | Q3 2023 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.04% | 0.11% | 0.16% | Q2 2013 | Q3 2021 | 34 |
ENTERPRISE FINANCIAL SERVICES CORP | 34 | 34 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2021 | 34 |
Bienville Capital Management, LLC | 34 | 34 | 0.02% | 0.13% | 0.31% | Q2 2015 | Q3 2023 | 34 |
Glassman Wealth Services | 24 | 10 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 34 |
Tredje AP-fonden | 34 | 34 | 0.06% | 0.17% | 0.29% | Q2 2015 | Q3 2023 | 34 |
World Asset Management Inc | 34 | 34 | 0.10% | 0.12% | 0.15% | Q2 2013 | Q3 2021 | 34 |
Hexavest Inc. | 34 | 34 | 0.00% | 0.26% | 1.04% | Q2 2013 | Q3 2021 | 34 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.04% | 0.27% | Q2 2013 | Q1 2017 | 34 |
LS Investment Advisors, LLC | 34 | 34 | 0.04% | 0.30% | 0.42% | Q2 2013 | Q3 2021 | 34 |
Gradient Investments LLC | 17 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 34 |
People's United Financial, Inc. | 34 | 34 | 0.01% | 0.06% | 0.10% | Q2 2013 | Q3 2021 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.02% | 0.06% | 0.11% | Q2 2015 | Q3 2023 | 34 |
Fiduciary Group LLC | 34 | 34 | 0.17% | 0.31% | 0.55% | Q2 2015 | Q3 2023 | 34 |
ING GROEP NV | 12 | 1 | 0.00% | 0.06% | 0.16% | Q1 2013 | Q1 2023 | 34 |
Richard Bernstein Advisors LLC | 27 | 2 | 0.06% | 0.18% | 0.62% | Q2 2013 | Q3 2022 | 34 |
BOSTON FINANCIAL MANGEMENT LLC | 29 | 5 | 0.01% | 0.18% | 0.46% | Q2 2013 | Q3 2023 | 34 |
WINTON GROUP Ltd | 20 | 3 | 0.01% | 0.27% | 1.00% | Q2 2014 | Q1 2023 | 34 |
SPINNAKER TRUST | 23 | 2 | 0.02% | 0.05% | 0.07% | Q3 2014 | Q3 2023 | 34 |
Haverford Trust Co | 33 | 1 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2023 | 34 |
IBM Retirement Fund | 30 | 1 | 0.07% | 0.12% | 0.16% | Q2 2013 | Q1 2022 | 34 |
Squarepoint Ops LLC | 12 | 1 | 0.00% | 0.08% | 0.39% | Q2 2015 | Q3 2023 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2022 | 34 |
AMERICAN NATIONAL BANK | 19 | 2 | 0.00% | 1.56% | 3.92% | Q2 2013 | Q3 2023 | 34 |
Mizuho Bank, Ltd. | 34 | 34 | 1.27% | 23.04% | 60.97% | Q2 2013 | Q3 2021 | 34 |
Atlantic Union Bankshares Corp | 28 | 5 | 0.05% | 0.17% | 0.48% | Q1 2014 | Q3 2023 | 33 |
Pensionfund Sabic | 24 | 9 | 0.36% | 0.52% | 0.68% | Q1 2015 | Q4 2023 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.02% | 0.09% | 0.14% | Q2 2013 | Q2 2021 | 33 |
Destination Wealth Management | 28 | 2 | 0.54% | 1.14% | 1.78% | Q2 2014 | Q3 2023 | 33 |
QS Investors, LLC | 33 | 33 | 0.00% | 0.06% | 0.15% | Q2 2013 | Q2 2021 | 33 |
ASSETMARK, INC | 33 | 33 | 0.01% | 0.19% | 0.57% | Q3 2015 | Q3 2023 | 33 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 27 | 6 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 33 |
PETTYJOHN, WOOD & WHITE, INC | 31 | 2 | 0.07% | 0.09% | 0.13% | Q1 2015 | Q3 2023 | 33 |
Sequoia Financial Advisors, LLC | 22 | 3 | 0.01% | 0.27% | 0.83% | Q4 2013 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2023 | 33 |
Boston Partners | 33 | 33 | 0.03% | 0.26% | 0.57% | Q3 2015 | Q3 2023 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q3 2023 | 33 |
CenterStar Asset Management, LLC | 5 | 1 | 0.00% | 0.07% | 0.52% | Q4 2017 | Q2 2023 | 33 |
CWM, LLC | 20 | 2 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 33 |
Verity & Verity, LLC | 33 | 33 | 0.03% | 1.16% | 2.05% | Q3 2015 | Q3 2023 | 33 |
Brookstone Capital Management | 31 | 2 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 33 |
Pensionfund DSM Netherlands | 30 | 2 | 0.07% | 0.44% | 0.60% | Q3 2013 | Q4 2021 | 32 |
Smith, Salley & Associates | 32 | 32 | 0.03% | 0.04% | 0.06% | Q4 2015 | Q3 2023 | 32 |
Meiji Yasuda Life Insurance Co | 32 | 32 | 0.01% | 0.13% | 0.24% | Q2 2013 | Q1 2021 | 32 |
One Capital Management, LLC | 31 | 1 | 0.09% | 0.56% | 0.84% | Q1 2014 | Q1 2022 | 32 |
NICOLET BANKSHARES INC | 32 | 32 | 0.05% | 0.15% | 0.31% | Q4 2015 | Q3 2023 | 32 |
COUNTRY TRUST BANK | 23 | 2 | 0.00% | 0.33% | 1.81% | Q2 2014 | Q4 2023 | 32 |
PHYSICIANS FINANCIAL SERVICES, INC. | 32 | 32 | 0.13% | 0.25% | 0.35% | Q4 2015 | Q3 2023 | 32 |
TWO SIGMA ADVISERS, LP | 12 | 4 | 0.00% | 0.07% | 0.46% | Q2 2013 | Q4 2020 | 32 |
PALISADE CAPITAL MANAGEMENT, LP | 32 | 32 | 0.01% | 0.01% | 0.02% | Q4 2012 | Q3 2020 | 32 |
Ledyard National Bank | 30 | 2 | 0.02% | 0.15% | 0.88% | Q2 2013 | Q2 2021 | 32 |
Sheaff Brock Investment Advisors, LLC | 32 | 32 | 0.03% | 0.04% | 0.06% | Q4 2015 | Q3 2023 | 32 |
Stadion Money Management, LLC | 32 | 32 | 0.01% | 0.07% | 0.16% | Q2 2013 | Q1 2021 | 32 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 32 | 32 | 0.58% | 0.79% | 1.18% | Q4 2015 | Q3 2023 | 32 |
RMB Capital Management, LLC | 17 | 3 | 0.00% | 0.31% | 1.02% | Q2 2013 | Q4 2019 | 32 |
HBK Sorce Advisory LLC | 32 | 32 | 0.06% | 0.12% | 0.18% | Q4 2015 | Q3 2023 | 32 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 29 | 3 | 0.00% | 0.05% | 0.09% | Q2 2013 | Q2 2021 | 32 |
PATTEN & PATTEN INC/TN | 16 | 4 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.16% | 0.28% | 0.47% | Q1 2016 | Q4 2023 | 32 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 28 | 4 | 0.18% | 0.33% | 0.54% | Q2 2013 | Q4 2023 | 32 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 16 | 5 | 0.01% | 0.08% | 0.38% | Q2 2013 | Q3 2023 | 32 |
GAMBLE JONES INVESTMENT COUNSEL | 27 | 1 | 0.01% | 0.07% | 0.13% | Q2 2013 | Q4 2022 | 32 |
Asset Dedication, LLC | 32 | 32 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 32 |
WEBSTER BANK, N. A. | 28 | 4 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 32 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.09% | 0.13% | 0.22% | Q1 2016 | Q3 2023 | 31 |
USS Investment Management Ltd | 24 | 7 | 0.08% | 0.26% | 1.49% | Q4 2015 | Q3 2023 | 31 |
CANADA PENSION PLAN INVESTMENT BOARD | 20 | 1 | 0.00% | 0.07% | 0.22% | Q2 2013 | Q3 2021 | 31 |
Lombard Odier Asset Management (Switzerland) SA | 13 | 1 | 0.02% | 0.12% | 0.35% | Q2 2014 | Q1 2023 | 31 |
Laurion Capital Management LP | 10 | 1 | 0.00% | 0.11% | 0.84% | Q2 2013 | Q1 2022 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.04% | 0.08% | Q1 2016 | Q3 2023 | 31 |
PENINSULA ASSET MANAGEMENT INC | 31 | 31 | 1.63% | 2.24% | 3.08% | Q1 2016 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.08% | 0.24% | 0.36% | Q2 2013 | Q4 2020 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 31 |
BALDWIN BROTHERS LLC/MA | 24 | 1 | 0.00% | 0.03% | 0.24% | Q2 2013 | Q4 2023 | 31 |
Cottage Street Advisors LLC | 28 | 3 | 0.24% | 0.39% | 0.53% | Q4 2015 | Q3 2023 | 31 |
HUSSMAN STRATEGIC ADVISORS, INC. | 18 | 3 | 0.01% | 0.67% | 1.76% | Q2 2013 | Q3 2023 | 31 |
TELEMUS CAPITAL, LLC | 31 | 31 | 0.02% | 0.07% | 0.17% | Q1 2016 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.07% | 0.11% | 0.18% | Q2 2013 | Q4 2020 | 31 |
FIRST QUADRANT LLC/CA | 30 | 1 | 0.01% | 0.13% | 0.36% | Q2 2013 | Q1 2021 | 31 |
Pacer Advisors, Inc. | 14 | 1 | 0.00% | 0.07% | 0.20% | Q4 2013 | Q3 2023 | 31 |
ROYAL LONDON ASSET MANAGEMENT LTD | 17 | 4 | 0.09% | 0.17% | 0.23% | Q2 2013 | Q3 2023 | 30 |
Capital Investment Advisors, LLC | 30 | 30 | 0.03% | 0.08% | 0.32% | Q3 2016 | Q4 2023 | 30 |
Skandinaviska Enskilda Banken AB (publ) | 27 | 3 | 0.06% | 0.52% | 1.74% | Q1 2016 | Q3 2023 | 30 |
BARINGS LLC | 30 | 30 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q3 2020 | 30 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
Hemenway Trust Co LLC | 28 | 1 | 0.02% | 0.09% | 0.15% | Q1 2013 | Q3 2023 | 30 |
Verition Fund Management LLC | 8 | 1 | 0.00% | 0.04% | 0.15% | Q2 2013 | Q3 2023 | 30 |
Balentine LLC | 12 | 8 | 0.00% | 0.04% | 0.08% | Q1 2015 | Q3 2023 | 30 |
SMITH, MOORE & CO. | 26 | 1 | 0.05% | 0.07% | 0.11% | Q3 2014 | Q3 2023 | 30 |
BerganKDV Wealth Management, LLC | 30 | 30 | 0.11% | 0.30% | 0.49% | Q1 2016 | Q2 2023 | 30 |
LBMC INVESTMENT ADVISORS, LLC | 30 | 30 | 0.04% | 0.24% | 0.45% | Q2 2016 | Q3 2023 | 30 |
Jacobi Capital Management LLC | 30 | 30 | 0.41% | 0.78% | 1.50% | Q2 2016 | Q3 2023 | 30 |
Lido Advisors, LLC | 30 | 30 | 0.01% | 0.04% | 0.14% | Q2 2016 | Q3 2023 | 30 |
CIBC WORLD MARKETS CORP | 28 | 1 | 0.02% | 0.08% | 0.68% | Q2 2014 | Q3 2023 | 30 |
Polar Capital LLP | 30 | 30 | 0.11% | 0.22% | 0.42% | Q2 2013 | Q3 2020 | 30 |
Connor, Clark & Lunn Investment Management Ltd. | 19 | 1 | 0.00% | 0.10% | 0.29% | Q1 2014 | Q3 2023 | 30 |
NewSquare Capital LLC | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
ALPHA WINDWARD LLC | 30 | 30 | 0.13% | 0.15% | 0.19% | Q2 2013 | Q3 2020 | 30 |
Venturi Wealth Management, LLC | 18 | 1 | 0.04% | 0.11% | 0.29% | Q4 2015 | Q3 2023 | 30 |
NewEdge Advisors, LLC | 30 | 30 | 0.03% | 0.07% | 0.19% | Q2 2016 | Q3 2023 | 30 |
SevenBridge Financial Group, LLC | 30 | 30 | 0.06% | 0.29% | 1.30% | Q2 2016 | Q3 2023 | 30 |
TUDOR INVESTMENT CORP ET AL | 8 | 1 | 0.00% | 0.03% | 0.14% | Q4 2013 | Q3 2023 | 30 |
Point72 Hong Kong Ltd | 10 | 1 | 0.02% | 0.09% | 0.30% | Q3 2014 | Q3 2022 | 29 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 25 | 1 | 0.00% | 0.05% | 0.19% | Q4 2013 | Q3 2023 | 29 |
First Allied Advisory Services, Inc. | 25 | 4 | 0.09% | 0.15% | 0.21% | Q2 2013 | Q3 2020 | 29 |
Covington Investment Advisors Inc. | 29 | 29 | 0.92% | 1.67% | 2.00% | Q2 2013 | Q2 2020 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q4 2020 | 29 |
Stratos Wealth Partners, LTD. | 20 | 1 | 0.02% | 0.05% | 0.38% | Q2 2014 | Q3 2023 | 29 |
BAR HARBOR WEALTH MANAGEMENT | 28 | 1 | 0.02% | 0.08% | 0.13% | Q1 2014 | Q3 2023 | 29 |
Janney Montgomery Scott LLC | 18 | 1 | 0.04% | 0.08% | 0.11% | Q3 2013 | Q3 2023 | 29 |
Estabrook Capital Management | 28 | 1 | 0.70% | 0.84% | 1.07% | Q2 2016 | Q3 2023 | 29 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 18 | 11 | 0.02% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 29 |
Point View Wealth Management, Inc. | 29 | 29 | 0.11% | 0.18% | 0.26% | Q4 2013 | Q4 2020 | 29 |
JNBA Financial Advisors | 29 | 29 | 0.04% | 3.93% | 7.36% | Q3 2016 | Q3 2023 | 29 |
Field & Main Bank | 14 | 4 | 0.12% | 0.33% | 1.20% | Q4 2013 | Q3 2023 | 29 |
Compagnie Lombard Odier SCmA | 22 | 1 | 0.00% | 0.02% | 0.13% | Q4 2013 | Q3 2023 | 29 |
Vident Investment Advisory, LLC | 24 | 1 | 0.01% | 0.10% | 0.31% | Q4 2014 | Q2 2023 | 29 |
Hanson & Doremus Investment Management | 18 | 11 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q3 2023 | 29 |
Keel Point, LLC | 17 | 5 | 0.02% | 0.21% | 0.70% | Q1 2015 | Q3 2023 | 28 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 28 | 28 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q1 2020 | 28 |
Focused Wealth Management, Inc | 11 | 2 | 0.01% | 0.04% | 0.12% | Q3 2013 | Q4 2021 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.05% | 0.09% | 0.15% | Q4 2016 | Q3 2023 | 28 |
Norway Savings Bank | 28 | 28 | 0.09% | 0.14% | 0.21% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 28 |
Glenview Trust Co | 21 | 1 | 0.04% | 0.11% | 1.51% | Q4 2008 | Q3 2023 | 28 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 11 | 11 | 0.01% | 0.07% | 0.25% | Q2 2015 | Q4 2017 | 28 |
Abbrea Capital, LLC | 28 | 28 | 0.13% | 0.20% | 0.27% | Q4 2016 | Q3 2023 | 28 |
CADENCE CAPITAL MANAGEMENT LLC | 28 | 28 | 0.10% | 0.30% | 0.79% | Q4 2013 | Q3 2020 | 28 |
Farmers & Merchants Trust Co of Chambersburg PA | 28 | 28 | 0.07% | 0.09% | 0.11% | Q4 2016 | Q3 2023 | 28 |
North Star Investment Management Corp. | 17 | 1 | 0.00% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 28 |
Hudock, Inc. | 27 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2022 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.09% | 0.14% | 0.17% | Q4 2016 | Q3 2023 | 28 |
Caprock Group, LLC | 16 | 12 | 0.03% | 0.07% | 0.13% | Q3 2016 | Q3 2023 | 28 |
Cornerstone Wealth Management, LLC | 25 | 3 | 0.06% | 0.18% | 0.43% | Q3 2016 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.06% | 0.09% | 0.12% | Q4 2016 | Q3 2023 | 28 |
JARISLOWSKY, FRASER Ltd | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Avantax Planning Partners, Inc. | 28 | 28 | 0.01% | 0.03% | 0.10% | Q4 2016 | Q3 2023 | 28 |
PIEDMONT INVESTMENT ADVISORS INC | 28 | 28 | 0.01% | 0.19% | 0.50% | Q2 2013 | Q1 2020 | 28 |
Kovack Advisors, Inc. | 10 | 1 | 0.00% | 0.14% | 1.77% | Q3 2012 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.04% | 0.17% | 0.43% | Q4 2016 | Q3 2023 | 28 |
Diversified Trust Co | 21 | 1 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q1 2023 | 28 |
Ridgewood Investments LLC | 28 | 28 | 0.30% | 0.52% | 0.92% | Q4 2016 | Q3 2023 | 28 |
Baystate Wealth Management LLC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
LAZARD ASSET MANAGEMENT LLC | 21 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.04% | 0.24% | 0.56% | Q4 2016 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2022 | 28 |
REILLY FINANCIAL ADVISORS, LLC | 13 | 1 | 0.00% | 0.45% | 2.19% | Q2 2013 | Q4 2021 | 28 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 28 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q3 2023 | 28 |
BOYS ARNOLD & CO INC | 28 | 28 | 0.28% | 0.55% | 1.25% | Q2 2013 | Q1 2020 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
COLONY GROUP LLC | 21 | 1 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 28 |
Pineno Levin & Ford Asset Management, Inc. | 28 | 28 | 0.11% | 0.26% | 0.65% | Q1 2015 | Q4 2021 | 28 |
TANAKA CAPITAL MANAGEMENT INC | 28 | 28 | 2.26% | 3.99% | 6.11% | Q4 2016 | Q3 2023 | 28 |
NEXT Financial Group, Inc | 14 | 6 | 0.01% | 0.06% | 0.42% | Q2 2014 | Q4 2021 | 27 |
Sterling Capital Management LLC | 27 | 27 | 0.01% | 0.04% | 0.12% | Q1 2013 | Q3 2019 | 27 |
Advocacy Wealth Management Services, LLC | 21 | 2 | 0.00% | 0.06% | 0.32% | Q2 2013 | Q1 2022 | 27 |
Modera Wealth Management, LLC | 27 | 27 | 0.06% | 0.13% | 0.21% | Q1 2017 | Q3 2023 | 27 |
Plancorp, LLC | 15 | 12 | 0.02% | 0.06% | 0.14% | Q4 2016 | Q3 2023 | 27 |
SMITH SHELLNUT WILSON LLC /ADV | 21 | 6 | 0.40% | 0.95% | 1.50% | Q4 2016 | Q3 2023 | 27 |
LEVEL FOUR ADVISORY SERVICES, LLC | 15 | 12 | 0.02% | 0.04% | 0.10% | Q4 2016 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 27 |
First Command Financial Services, Inc. | 27 | 27 | 0.02% | 0.28% | 0.65% | Q4 2016 | Q2 2023 | 27 |
CLEARARC CAPITAL INC | 27 | 27 | 0.12% | 0.14% | 0.18% | Q2 2013 | Q4 2019 | 27 |
SRB CORP | 18 | 3 | 0.00% | 0.03% | 0.09% | Q3 2014 | Q2 2022 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2019 | 27 |
Maple Capital Management, Inc. | 27 | 27 | 0.05% | 0.10% | 0.16% | Q2 2013 | Q4 2019 | 27 |
Cerity Partners LLC | 27 | 27 | 0.02% | 0.05% | 0.10% | Q1 2017 | Q3 2023 | 27 |
Abbot Financial Management, Inc. | 26 | 26 | 0.02% | 0.61% | 0.83% | Q2 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q4 2019 | 27 |
Covenant Asset Management, LLC | 16 | 11 | 0.08% | 0.22% | 0.34% | Q4 2016 | Q3 2023 | 27 |
Weaver C. Barksdale & Associates, Inc. | 19 | 8 | 0.39% | 1.29% | 2.26% | Q2 2013 | Q3 2023 | 27 |
First Command Bank | 27 | 27 | 0.02% | 0.33% | 0.65% | Q4 2016 | Q2 2023 | 27 |
CHESAPEAKE ASSET MANAGEMENT LLC | 27 | 27 | 4.06% | 6.08% | 8.55% | Q2 2013 | Q4 2019 | 27 |
Pacific Center for Financial Services | 24 | 3 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 27 |
Whitnell & Co. | 27 | 27 | 0.98% | 1.32% | 1.62% | Q2 2013 | Q4 2019 | 27 |
Moisand Fitzgerald Tamayo, LLC | 25 | 2 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 27 |
FIRST HAWAIIAN BANK | 21 | 6 | 0.02% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 27 |
CIBC BANK USA | 27 | 27 | 0.04% | 0.12% | 0.24% | Q2 2013 | Q4 2019 | 27 |
Strategic Advisors LLC | 27 | 27 | 0.32% | 0.73% | 0.94% | Q2 2013 | Q4 2019 | 27 |
Horan Capital Advisors, LLC. | 23 | 1 | 0.12% | 0.17% | 0.22% | Q4 2013 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 24 | 2 | 0.02% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2019 | 26 |
Summit Financial Wealth Advisors, LLC | 6 | 2 | 0.05% | 0.11% | 0.47% | Q4 2014 | Q3 2023 | 26 |
KOPP INVESTMENT ADVISORS LLC | 26 | 26 | 0.35% | 0.63% | 1.14% | Q2 2013 | Q3 2019 | 26 |
Brinker Capital Investments, LLC | 10 | 4 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q4 2022 | 26 |
Municipal Employees' Retirement System of Michigan | 20 | 6 | 0.02% | 0.09% | 0.16% | Q3 2013 | Q1 2020 | 26 |
Timber Creek Capital Management LLC | 26 | 26 | 0.01% | 0.03% | 0.06% | Q1 2015 | Q2 2021 | 26 |
USCA RIA LLC | 26 | 26 | 0.06% | 0.33% | 0.77% | Q1 2015 | Q2 2021 | 26 |
PRUDENTIAL PLC | 13 | 1 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q3 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.12% | 0.21% | Q2 2013 | Q3 2019 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.12% | 0.17% | 0.32% | Q3 2016 | Q3 2023 | 26 |
DUBUQUE BANK & TRUST CO | 24 | 1 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 26 |
ACADIAN ASSET MANAGEMENT LLC | 16 | 1 | 0.00% | 0.09% | 0.52% | Q2 2015 | Q3 2023 | 26 |
BOSTON ADVISORS LLC | 26 | 26 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2019 | 26 |
ZWJ INVESTMENT COUNSEL INC | 19 | 1 | 0.03% | 0.06% | 0.26% | Q4 2016 | Q3 2023 | 26 |
ARS Wealth Advisors, LLC | 26 | 26 | 0.10% | 0.16% | 0.20% | Q1 2015 | Q2 2021 | 26 |
FOSTER & MOTLEY INC | 22 | 4 | 0.04% | 0.34% | 0.72% | Q2 2013 | Q3 2023 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.00% | 0.29% | 0.79% | Q2 2013 | Q3 2019 | 26 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 25 | 25 | 0.01% | 0.03% | 0.05% | Q3 2017 | Q3 2023 | 25 |
CHEMICAL BANK | 25 | 25 | 0.13% | 0.22% | 0.35% | Q2 2013 | Q2 2019 | 25 |
FIRST MIDWEST BANK TRUST DIVISION | 24 | 1 | 0.06% | 0.17% | 0.27% | Q2 2014 | Q4 2021 | 25 |
Moors & Cabot, Inc. | 25 | 25 | 0.03% | 0.05% | 0.07% | Q3 2017 | Q3 2023 | 25 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.02% | 0.04% | 0.07% | Q3 2017 | Q3 2023 | 25 |
Moloney Securities Asset Management, LLC | 25 | 25 | 0.06% | 0.15% | 0.32% | Q3 2017 | Q3 2023 | 25 |
Independent Order of Foresters | 25 | 25 | 0.18% | 0.45% | 0.74% | Q2 2013 | Q2 2019 | 25 |
FIL Ltd | 19 | 2 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q4 2021 | 25 |
CAPTRUST FINANCIAL ADVISORS | 25 | 25 | 0.00% | 0.10% | 0.28% | Q3 2017 | Q3 2023 | 25 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 25 | 25 | 0.01% | 0.04% | 0.12% | Q3 2017 | Q3 2023 | 25 |
abrdn plc | 25 | 25 | 0.03% | 0.07% | 0.22% | Q3 2017 | Q3 2023 | 25 |
Smith & Howard Wealth Management, LLC | 19 | 6 | 0.18% | 0.33% | 0.44% | Q1 2014 | Q2 2020 | 25 |
Sicart Associates LLC | 25 | 25 | 0.24% | 0.39% | 0.82% | Q4 2016 | Q4 2022 | 25 |
FineMark National Bank & Trust | 21 | 2 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 25 |
JFS WEALTH ADVISORS, LLC | 22 | 1 | 0.00% | 0.02% | 0.20% | Q2 2013 | Q3 2023 | 25 |
Baker Avenue Asset Management, LP | 21 | 4 | 0.01% | 0.10% | 0.30% | Q2 2014 | Q3 2023 | 25 |
Community Bank, N.A. | 11 | 5 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 25 |
FIRST MERCHANTS CORP | 25 | 25 | 0.04% | 0.14% | 0.31% | Q3 2017 | Q3 2023 | 25 |
LOOMIS SAYLES & CO L P | 11 | 6 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 25 |
NATIXIS | 9 | 1 | 0.00% | 0.09% | 0.40% | Q2 2014 | Q3 2023 | 25 |
CITIZENS FINANCIAL GROUP INC/RI | 23 | 2 | 0.01% | 0.04% | 0.06% | Q4 2015 | Q1 2023 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.00% | 0.21% | 0.47% | Q1 2016 | Q1 2022 | 25 |
TIAA, FSB | 25 | 25 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q2 2023 | 25 |
Financial Advantage, Inc. | 16 | 1 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q3 2022 | 25 |
Clark Capital Management Group, Inc. | 23 | 2 | 0.39% | 0.69% | 1.47% | Q2 2016 | Q3 2023 | 25 |
Clean Yield Group | 20 | 1 | 0.02% | 0.11% | 0.24% | Q1 2015 | Q3 2023 | 25 |
Freestone Capital Holdings, LLC | 18 | 7 | 0.02% | 0.16% | 0.24% | Q2 2013 | Q3 2023 | 25 |
FIRST NATIONAL BANK OF OMAHA | 25 | 25 | 0.01% | 0.21% | 0.50% | Q2 2013 | Q2 2019 | 25 |
Cornerstone Advisors, Inc. | 25 | 25 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q2 2019 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q2 2019 | 25 |
OppenheimerFunds, Inc. | 25 | 25 | 0.00% | 0.03% | 0.08% | Q1 2013 | Q1 2019 | 25 |
Maj Invest Holding A/S | 25 | 25 | 3.41% | 6.26% | 9.02% | Q3 2017 | Q3 2023 | 25 |
Voya Financial Advisors, Inc. | 25 | 25 | 0.02% | 0.05% | 0.08% | Q1 2015 | Q1 2021 | 25 |
Employees Retirement System of Texas | 25 | 25 | 0.02% | 0.06% | 0.18% | Q2 2013 | Q2 2019 | 25 |
Pinnacle Wealth Management Advisory Group, LLC | 20 | 5 | 0.04% | 0.19% | 0.26% | Q3 2015 | Q3 2023 | 25 |
OneDigital Investment Advisors LLC | 13 | 12 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 25 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 24 | 24 | 0.04% | 0.06% | 0.12% | Q2 2013 | Q1 2019 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.07% | 0.09% | 0.12% | Q4 2017 | Q3 2023 | 24 |
Sawyer & Company, Inc | 24 | 24 | 0.54% | 0.72% | 0.94% | Q4 2017 | Q3 2023 | 24 |
Columbus Macro, LLC | 24 | 24 | 0.09% | 0.22% | 0.59% | Q4 2017 | Q3 2023 | 24 |
PRIVATE TRUST CO NA | 7 | 1 | 0.03% | 0.07% | 0.12% | Q1 2013 | Q3 2023 | 24 |
Exeter Financial, LLC | 24 | 24 | 2.02% | 2.75% | 3.40% | Q4 2017 | Q3 2023 | 24 |
ATWOOD & PALMER INC | 13 | 11 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2023 | 24 |
Mn Services Vermogensbeheer B.V. | 14 | 10 | 0.08% | 0.16% | 0.24% | Q1 2016 | Q3 2023 | 24 |
Biltmore Family Office, LLC | 24 | 24 | 0.36% | 0.61% | 0.99% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Osborn Williams & Donohoe LLC | 24 | 24 | 0.54% | 1.08% | 1.28% | Q2 2014 | Q1 2020 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.03% | 0.07% | 0.14% | Q4 2017 | Q3 2023 | 24 |
RELIANCE TRUST CO OF DELAWARE | 24 | 24 | 0.10% | 0.17% | 0.30% | Q2 2013 | Q1 2019 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Legacy Capital Partners, Inc. | 24 | 24 | 0.12% | 0.27% | 0.51% | Q2 2016 | Q1 2022 | 24 |
Homrich & Berg | 23 | 1 | 0.01% | 0.06% | 0.85% | Q3 2015 | Q3 2021 | 24 |
PATHSTONE FAMILY OFFICE, LLC | 19 | 1 | 0.01% | 0.09% | 0.49% | Q3 2014 | Q3 2023 | 24 |
Alberta Investment Management Corp | 15 | 1 | 0.00% | 0.13% | 0.39% | Q2 2013 | Q3 2023 | 24 |
IFG Advisory, LLC | 24 | 24 | 0.22% | 0.37% | 0.61% | Q4 2017 | Q3 2023 | 24 |
Provident Investment Management, Inc. | 24 | 24 | 0.03% | 0.05% | 0.10% | Q1 2014 | Q4 2019 | 24 |
LYRICAL ASSET MANAGEMENT LP | 24 | 24 | 2.61% | 3.53% | 5.38% | Q2 2013 | Q1 2019 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 24 |
Corient Capital Partners, LLC | 14 | 10 | 0.03% | 0.04% | 0.07% | Q3 2016 | Q3 2022 | 24 |
GARRISON BRADFORD & ASSOCIATES INC | 24 | 24 | 0.35% | 0.39% | 0.47% | Q2 2013 | Q1 2019 | 24 |
Lingohr Asset Management GmbH | 22 | 2 | 0.26% | 1.37% | 3.62% | Q2 2013 | Q4 2020 | 24 |
Unison Advisors LLC | 24 | 24 | 0.32% | 0.76% | 1.29% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.04% | 0.05% | 0.07% | Q4 2017 | Q3 2023 | 24 |
TRADITION CAPITAL MANAGEMENT LLC | 24 | 24 | 0.13% | 0.36% | 1.01% | Q2 2013 | Q1 2019 | 24 |
Murphy, Middleton, Hinkle & Parker, Inc. | 24 | 24 | 0.14% | 1.01% | 1.70% | Q4 2017 | Q3 2023 | 24 |
Alpha Cubed Investments, LLC | 21 | 3 | 0.02% | 0.15% | 0.55% | Q4 2013 | Q4 2019 | 24 |
WOLVERINE ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.07% | 0.74% | Q2 2013 | Q1 2021 | 24 |
Capital Investment Advisory Services, LLC | 24 | 24 | 0.04% | 0.08% | 0.13% | Q4 2017 | Q3 2023 | 24 |
CULLEN/FROST BANKERS, INC. | 21 | 3 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 24 |
PEAPACK GLADSTONE FINANCIAL CORP | 24 | 24 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 24 |
Csenge Advisory Group | 23 | 23 | 0.05% | 0.14% | 0.32% | Q1 2018 | Q3 2023 | 23 |
Rossmore Private Capital | 22 | 1 | 0.01% | 0.10% | 0.23% | Q4 2017 | Q3 2023 | 23 |
Wolf Group Capital Advisors | 15 | 8 | 0.14% | 1.28% | 2.12% | Q4 2013 | Q3 2019 | 23 |
Willow Creek Wealth Management Inc. | 23 | 23 | 0.06% | 0.11% | 0.18% | Q1 2018 | Q3 2023 | 23 |
AEGON ASSET MANAGEMENT UK PLC | 14 | 1 | 0.04% | 0.47% | 0.97% | Q2 2013 | Q2 2023 | 23 |
Penbrook Management LLC | 12 | 4 | 0.14% | 0.22% | 0.29% | Q4 2015 | Q3 2023 | 23 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 22 | 1 | 0.00% | 0.21% | 0.93% | Q2 2013 | Q1 2019 | 23 |
Wealthcare Advisory Partners LLC | 12 | 11 | 0.02% | 0.04% | 0.08% | Q3 2017 | Q3 2023 | 23 |
Ironsides Asset Advisors, LLC | 23 | 23 | 0.08% | 0.12% | 0.19% | Q1 2018 | Q3 2023 | 23 |
Silvant Capital Management LLC | 23 | 23 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 23 |
Gifford Fong Associates | 23 | 23 | 0.20% | 0.29% | 0.38% | Q1 2018 | Q3 2023 | 23 |
Arnhold LLC | 23 | 23 | 0.74% | 1.33% | 1.89% | Q1 2018 | Q3 2023 | 23 |
DELTA CAPITAL MANAGEMENT LLC | 23 | 23 | 2.66% | 2.91% | 3.31% | Q2 2013 | Q4 2018 | 23 |
Chesapeake Wealth Management | 23 | 23 | 0.14% | 0.24% | 0.42% | Q1 2018 | Q3 2023 | 23 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
SENTINEL TRUST CO LBA | 23 | 23 | 0.37% | 0.94% | 1.91% | Q2 2013 | Q4 2018 | 23 |
Oak Asset Management, LLC | 18 | 5 | 0.46% | 0.65% | 0.93% | Q4 2017 | Q3 2023 | 23 |
Sonora Investment Management, LLC | 8 | 7 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2021 | 23 |
FORSTA AP-FONDEN | 15 | 8 | 0.03% | 0.15% | 0.34% | Q4 2016 | Q3 2023 | 23 |
Crewe Advisors LLC | 23 | 23 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q2 2023 | 23 |
MONTGOMERY INVESTMENT MANAGEMENT INC | 23 | 23 | 0.07% | 0.22% | 0.32% | Q4 2014 | Q2 2020 | 23 |
Bridgewater Associates | 8 | 1 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 23 |
WealthTrust-Arizona, LLC | 23 | 23 | 0.00% | 0.03% | 0.17% | Q2 2013 | Q4 2018 | 23 |
Motley Fool Asset Management LLC | 23 | 23 | 0.04% | 0.07% | 0.11% | Q1 2018 | Q3 2023 | 23 |
Sterling Investment Advisors, Ltd. | 23 | 23 | 0.02% | 0.04% | 0.08% | Q4 2016 | Q2 2022 | 23 |
Penserra Capital Management LLC | 23 | 23 | 0.00% | 0.19% | 1.10% | Q1 2018 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.08% | 0.12% | 0.16% | Q1 2018 | Q3 2023 | 23 |
Prospera Financial Services Inc | 21 | 2 | 0.04% | 0.14% | 0.23% | Q1 2015 | Q3 2023 | 23 |
Ascent Wealth Partners, LLC | 17 | 3 | 0.08% | 0.11% | 0.16% | Q4 2013 | Q1 2020 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.01% | 0.37% | 1.47% | Q1 2018 | Q3 2023 | 23 |
JOHNSON INVESTMENT COUNSEL INC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2023 | 23 |
BDO Wealth Advisors, LLC | 22 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2023 | 23 |
Kingsview Wealth Management, LLC | 8 | 1 | 0.00% | 0.07% | 0.24% | Q2 2017 | Q3 2023 | 23 |
TD Capital Management LLC | 18 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 23 |
Rice Partnership, LLC | 22 | 1 | 0.00% | 0.30% | 0.52% | Q4 2017 | Q3 2023 | 23 |
GLENVIEW STATE BANK TRUST DEPT. | 18 | 1 | 0.08% | 0.18% | 0.22% | Q4 2013 | Q4 2020 | 23 |
SHELL ASSET MANAGEMENT CO | 23 | 23 | 0.04% | 0.27% | 0.48% | Q3 2016 | Q1 2022 | 23 |
FIRST FINANCIAL CORP /IN/ | 19 | 3 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2020 | 22 |
COZAD ASSET MANAGEMENT INC | 22 | 22 | 0.12% | 0.24% | 0.46% | Q2 2018 | Q3 2023 | 22 |
Drexel Morgan & Co. | 11 | 1 | 0.06% | 0.25% | 0.37% | Q2 2014 | Q4 2020 | 22 |
EQUITABLE TRUST CO | 22 | 22 | 0.03% | 0.05% | 0.10% | Q2 2018 | Q3 2023 | 22 |
JGP Wealth Management, LLC | 22 | 22 | 1.02% | 1.23% | 1.37% | Q2 2018 | Q3 2023 | 22 |
PATTON ALBERTSON MILLER GROUP, LLC | 20 | 1 | 0.04% | 0.27% | 0.77% | Q2 2013 | Q2 2019 | 22 |
Nicholas Hoffman & Company, LLC. | 13 | 9 | 0.02% | 0.07% | 0.11% | Q4 2017 | Q3 2023 | 22 |
AJO, LP | 17 | 1 | 0.00% | 0.22% | 1.16% | Q2 2013 | Q3 2019 | 22 |
RAND WEALTH, LLC | 22 | 22 | 0.09% | 0.10% | 0.14% | Q2 2013 | Q3 2018 | 22 |
Stevens First Principles Investment Advisors | 21 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2019 | 22 |
W.G. Shaheen & Associates DBA Whitney & Co | 22 | 22 | 0.00% | 1.34% | 2.02% | Q2 2013 | Q3 2018 | 22 |
TEACHERS ADVISORS, LLC | 22 | 22 | 0.07% | 0.09% | 0.15% | Q4 2013 | Q1 2019 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.03% | 0.07% | 0.09% | Q2 2013 | Q3 2018 | 22 |
Stewardship Financial Advisors, LLC | 22 | 22 | 0.53% | 0.99% | 1.49% | Q4 2015 | Q1 2021 | 22 |
Robinson Value Management, Ltd. | 12 | 1 | 1.10% | 3.39% | 4.49% | Q4 2016 | Q3 2023 | 22 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 22 | 22 | 0.44% | 0.63% | 0.76% | Q2 2013 | Q3 2018 | 22 |
ROCKY MOUNTAIN ADVISERS, LLC | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
MV CAPITAL MANAGEMENT, INC. | 11 | 4 | 0.00% | 0.05% | 0.14% | Q4 2014 | Q3 2023 | 22 |
Gemmer Asset Management LLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2022 | 22 |
RENAISSANCE GROUP LLC | 12 | 1 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 22 |
MONTAG A & ASSOCIATES INC | 12 | 1 | 0.02% | 0.08% | 0.22% | Q2 2013 | Q3 2023 | 22 |
SeaCrest Wealth Management, LLC | 16 | 6 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 22 |
KANAWHA CAPITAL MANAGEMENT LLC | 14 | 8 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 22 |
CHECK CAPITAL MANAGEMENT INC/CA | 22 | 22 | 0.02% | 3.26% | 5.07% | Q3 2012 | Q4 2017 | 22 |
SECURITY NATIONAL TRUST CO | 20 | 1 | 0.09% | 0.12% | 0.15% | Q4 2013 | Q3 2021 | 22 |
Man Group plc | 13 | 9 | 0.00% | 0.04% | 0.08% | Q1 2018 | Q3 2023 | 22 |
NWAM LLC | 22 | 22 | 0.02% | 0.12% | 0.27% | Q2 2012 | Q3 2017 | 22 |
CAPITAL MANAGEMENT CORP /VA | 21 | 1 | 0.96% | 2.95% | 4.12% | Q3 2013 | Q1 2019 | 22 |
Savant Capital, LLC | 14 | 4 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 22 |
JAG CAPITAL MANAGEMENT, LLC | 20 | 1 | 0.02% | 0.32% | 0.46% | Q3 2013 | Q4 2019 | 22 |
BHK Investment Advisors, LLC | 14 | 8 | 0.12% | 0.17% | 0.23% | Q1 2018 | Q3 2023 | 22 |
FULLER & THALER ASSET MANAGEMENT, INC. | 10 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 22 |
WASHINGTON TRUST BANK | 21 | 1 | 0.02% | 0.04% | 0.08% | Q1 2014 | Q4 2022 | 22 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 22 | 22 | 0.03% | 0.07% | 0.14% | Q4 2013 | Q1 2019 | 22 |
PERKINS CAPITAL MANAGEMENT INC | 19 | 3 | 0.57% | 1.07% | 1.45% | Q2 2013 | Q4 2019 | 22 |
Edmonds Duncan Registered Investment Advisors, LLC | 12 | 10 | 0.08% | 0.09% | 0.11% | Q3 2017 | Q3 2023 | 22 |
PLIMOTH TRUST CO LLC | 18 | 1 | 0.06% | 0.14% | 0.24% | Q4 2017 | Q3 2023 | 21 |
VALLEY WEALTH MANAGERS, INC. | 6 | 4 | 0.01% | 0.95% | 1.94% | Q1 2015 | Q3 2023 | 21 |
GW HENSSLER & ASSOCIATES LTD | 8 | 2 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 21 |
Hartford Financial Management Inc. | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2018 | 21 |
BLB&B Advisors, LLC | 19 | 1 | 0.01% | 0.04% | 0.07% | Q2 2015 | Q3 2021 | 21 |
AFT, FORSYTH & COMPANY, INC. | 9 | 2 | 0.11% | 0.21% | 0.31% | Q2 2013 | Q3 2023 | 21 |
PRELUDE CAPITAL MANAGEMENT, LLC | 15 | 1 | 0.00% | 0.03% | 0.10% | Q3 2013 | Q1 2021 | 21 |
BBVA USA Bancshares, Inc. | 14 | 1 | 0.01% | 0.17% | 0.43% | Q2 2013 | Q4 2019 | 21 |
HENDLEY & CO INC | 8 | 1 | 0.09% | 0.13% | 0.18% | Q2 2013 | Q4 2020 | 21 |
Pflug Koory, LLC | 21 | 21 | 0.00% | 0.14% | 0.30% | Q3 2018 | Q3 2023 | 21 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.06% | 0.08% | 0.14% | Q4 2017 | Q4 2022 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.12% | 0.19% | 0.26% | Q2 2013 | Q2 2018 | 21 |
NuWave Investment Management, LLC | 9 | 2 | 0.01% | 0.29% | 1.38% | Q4 2013 | Q3 2022 | 21 |
MARATHON ASSET MANAGEMENT LLP | 17 | 4 | 0.49% | 1.22% | 1.97% | Q4 2014 | Q4 2020 | 21 |
RFG Advisory, LLC | 21 | 21 | 0.05% | 0.12% | 0.30% | Q3 2018 | Q3 2023 | 21 |
Cresset Asset Management, LLC | 20 | 20 | 0.00% | 0.02% | 0.11% | Q4 2018 | Q3 2023 | 21 |
HighTower Trust Company, N.A. | 16 | 5 | 0.02% | 0.05% | 0.15% | Q3 2013 | Q4 2022 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.11% | 0.15% | 0.22% | Q1 2017 | Q3 2023 | 21 |
Capital Advisors, Ltd. LLC | 21 | 21 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 21 |
CATAWBA CAPITAL MANAGEMENT /VA | 21 | 21 | 0.20% | 0.30% | 0.36% | Q2 2013 | Q2 2018 | 21 |
Sound Income Strategies, LLC | 21 | 21 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 21 |
Sowell Financial Services LLC | 10 | 1 | 0.03% | 0.08% | 0.20% | Q4 2016 | Q1 2023 | 21 |
INVESTMENT PARTNERS, LTD. | 21 | 21 | 0.11% | 0.21% | 0.62% | Q4 2017 | Q4 2022 | 21 |
AGF INVESTMENTS INC. | 19 | 2 | 0.01% | 0.47% | 0.70% | Q4 2013 | Q3 2022 | 21 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 16 | 4 | 0.06% | 0.18% | 0.26% | Q2 2017 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.01% | 0.04% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Ballentine Partners, LLC | 12 | 8 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 20 |
Assenagon Asset Management S.A. | 9 | 5 | 0.00% | 0.10% | 0.57% | Q3 2017 | Q3 2023 | 20 |
Advisory Resource Group | 20 | 20 | 0.62% | 0.79% | 0.91% | Q4 2018 | Q3 2023 | 20 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 15 | 1 | 0.08% | 0.16% | 0.24% | Q2 2014 | Q3 2020 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.14% | 0.16% | 0.19% | Q2 2013 | Q1 2018 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
ETRADE Capital Management LLC | 8 | 5 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2020 | 20 |
KAYS FINANCIAL ADVISORY CORP /ADV | 20 | 20 | 0.07% | 0.54% | 0.92% | Q4 2014 | Q3 2019 | 20 |
Knuff & Co LLC | 20 | 20 | 0.46% | 0.70% | 1.02% | Q4 2018 | Q3 2023 | 20 |
COLDSTREAM CAPITAL MANAGEMENT INC | 9 | 3 | 0.02% | 0.23% | 0.83% | Q2 2013 | Q3 2023 | 20 |
ACADEMY CAPITAL MANAGEMENT INC/TX | 20 | 20 | 0.30% | 1.77% | 2.42% | Q2 2013 | Q1 2018 | 20 |
Fiduciary Trust Co International of Pennsylvania | 12 | 2 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q1 2020 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.02% | 0.03% | 0.07% | Q4 2015 | Q3 2020 | 20 |
Kinneret Advisory, LLC | 20 | 20 | 0.04% | 0.07% | 0.25% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.01% | 0.04% | 0.09% | Q4 2018 | Q3 2023 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.03% | 0.12% | 0.29% | Q4 2017 | Q3 2022 | 20 |
O'Brien Greene & Co. Inc | 20 | 20 | 0.11% | 0.33% | 0.72% | Q4 2018 | Q3 2023 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.06% | 0.16% | 0.28% | Q1 2013 | Q4 2017 | 20 |
TIEDEMANN ADVISORS, LLC | 8 | 2 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q3 2023 | 20 |
Inlet Private Wealth, LLC | 20 | 20 | 0.12% | 0.15% | 0.22% | Q4 2018 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2019 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.01% | 0.07% | Q4 2017 | Q3 2022 | 20 |
Allred Capital Management, LLC | 20 | 20 | 0.13% | 0.18% | 0.24% | Q4 2018 | Q3 2023 | 20 |
Snowden Capital Advisors LLC | 8 | 4 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 20 |
Blue Chip Partners, LLC | 14 | 6 | 0.02% | 0.11% | 0.25% | Q4 2014 | Q4 2019 | 20 |
Trek Financial, LLC | 20 | 20 | 0.16% | 0.23% | 0.37% | Q4 2018 | Q3 2023 | 20 |
VeraBank, N.A. | 20 | 20 | 0.37% | 0.58% | 0.89% | Q4 2018 | Q3 2023 | 20 |
Essex Savings Bank | 20 | 20 | 0.15% | 0.21% | 0.27% | Q4 2018 | Q3 2023 | 20 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 20 | 20 | 0.17% | 0.30% | 0.62% | Q4 2018 | Q3 2023 | 20 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 1 | 0.02% | 0.14% | 0.72% | Q4 2012 | Q1 2021 | 20 |
EVERGREEN CAPITAL MANAGEMENT LLC | 12 | 8 | 0.01% | 0.05% | 0.07% | Q1 2018 | Q3 2023 | 20 |
HARRIS ASSOCIATES L P | 20 | 20 | 0.33% | 0.85% | 1.04% | Q2 2013 | Q1 2018 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Beaumont Financial Partners, LLC | 12 | 8 | 0.02% | 0.04% | 0.08% | Q1 2017 | Q3 2022 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2018 | 20 |
JCIC Asset Management Inc. | 11 | 4 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 20 |
Achmea Investment Management B.V. | 12 | 8 | 0.26% | 0.44% | 0.57% | Q1 2017 | Q3 2023 | 20 |
Hurlow Wealth Management Group, Inc. | 20 | 20 | 0.19% | 0.29% | 0.52% | Q4 2018 | Q3 2023 | 20 |
Sculptor Capital LP | 7 | 7 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q4 2014 | 20 |
Riverview Trust Co | 20 | 20 | 0.02% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Investors Research Corp | 19 | 19 | 0.06% | 0.08% | 0.10% | Q1 2019 | Q3 2023 | 19 |
V Wealth Advisors LLC | 16 | 1 | 0.00% | 0.37% | 0.66% | Q2 2017 | Q2 2023 | 19 |
Reynders McVeigh Capital Management, LLC | 15 | 4 | 0.03% | 0.37% | 0.93% | Q2 2015 | Q1 2020 | 19 |
ATLAS CAPITAL ADVISORS LLC | 10 | 9 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 19 |
AE Wealth Management LLC | 19 | 19 | 0.01% | 0.02% | 0.07% | Q1 2019 | Q3 2023 | 19 |
JAMES INVESTMENT RESEARCH INC | 19 | 19 | 0.00% | 0.38% | 1.17% | Q1 2016 | Q3 2020 | 19 |
Symmetry Partners, LLC | 11 | 2 | 0.03% | 0.07% | 0.17% | Q4 2018 | Q4 2023 | 19 |
Capital Wealth Planning, LLC | 12 | 7 | 0.00% | 1.68% | 4.31% | Q4 2016 | Q3 2023 | 19 |
PhiloSmith Capital Corp | 19 | 19 | 1.40% | 4.85% | 6.86% | Q4 2016 | Q2 2021 | 19 |
ACCIDENT COMPENSATION CORP | 19 | 19 | 0.65% | 0.97% | 1.35% | Q4 2015 | Q2 2020 | 19 |
ALBION FINANCIAL GROUP /UT | 10 | 9 | 0.10% | 0.20% | 0.37% | Q4 2018 | Q3 2023 | 19 |
DREMAN VALUE MANAGEMENT, L L C | 10 | 9 | 0.00% | 0.70% | 1.68% | Q2 2013 | Q1 2018 | 19 |
Stearns Financial Services Group | 19 | 19 | 0.04% | 0.07% | 0.09% | Q1 2016 | Q3 2020 | 19 |
BECKER CAPITAL MANAGEMENT INC | 11 | 8 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.00% | 0.07% | 0.13% | Q3 2018 | Q3 2023 | 19 |
Belpointe Asset Management LLC | 10 | 9 | 0.01% | 0.06% | 0.20% | Q3 2017 | Q1 2023 | 19 |
Profit Investment Management, LLC | 19 | 19 | 0.04% | 0.23% | 0.32% | Q2 2013 | Q4 2017 | 19 |
Interval Partners, LP | 10 | 1 | 0.05% | 0.38% | 0.89% | Q2 2014 | Q1 2022 | 19 |
Heritage Trust Co | 19 | 19 | 0.14% | 0.19% | 0.27% | Q1 2019 | Q3 2023 | 19 |
MARSHALL WACE, LLP | 7 | 1 | 0.00% | 0.06% | 0.17% | Q1 2014 | Q3 2023 | 19 |
MATHER GROUP, LLC. | 19 | 19 | 0.21% | 0.27% | 0.38% | Q1 2019 | Q3 2023 | 19 |
Acorn Wealth Advisors, LLC | 17 | 2 | 0.00% | 0.25% | 0.37% | Q4 2017 | Q3 2023 | 19 |
BP PLC | 17 | 2 | 0.02% | 0.15% | 0.29% | Q2 2016 | Q2 2021 | 19 |
Hillsdale Investment Management Inc. | 17 | 2 | 0.00% | 0.05% | 0.12% | Q4 2015 | Q3 2020 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2022 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.01% | 1.15% | 2.35% | Q2 2013 | Q4 2017 | 19 |
MU Investments Co., Ltd. | 19 | 19 | 0.02% | 1.47% | 4.15% | Q2 2013 | Q4 2017 | 19 |
MOTCO | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 19 |
Koshinski Asset Management, Inc. | 10 | 4 | 0.05% | 0.13% | 0.27% | Q3 2016 | Q3 2023 | 19 |
WEALTHFRONT Corp | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2018 | 19 |
Evanston Investments, Inc., dba Evanston Advisors | 19 | 19 | 1.79% | 2.03% | 2.29% | Q2 2013 | Q4 2017 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Texas Yale Capital Corp. | 18 | 18 | 0.02% | 0.03% | 0.03% | Q3 2015 | Q4 2019 | 18 |
Jupiter Investment Management Ltd | 12 | 1 | 0.00% | 0.66% | 1.74% | Q3 2013 | Q3 2019 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.33% | 0.46% | 0.67% | Q2 2019 | Q3 2023 | 18 |
LORD, ABBETT & CO. LLC | 14 | 4 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q2 2018 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.08% | 0.25% | Q2 2013 | Q3 2014 | 18 |
Simplicity Solutions, LLC | 9 | 1 | 0.01% | 0.07% | 0.30% | Q4 2015 | Q3 2023 | 18 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 18 | 18 | 0.03% | 0.35% | 1.47% | Q2 2013 | Q3 2017 | 18 |
Aspire Private Capital, LLC | 13 | 5 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 18 |
Northwest Bancshares, Inc. | 14 | 1 | 0.06% | 0.07% | 0.10% | Q1 2018 | Q3 2023 | 18 |
Ninety One UK Ltd | 18 | 18 | 0.03% | 0.73% | 1.19% | Q4 2015 | Q1 2020 | 18 |
ALLSTATE CORP | 17 | 1 | 0.01% | 0.05% | 0.10% | Q4 2018 | Q3 2023 | 18 |
SlateStone Wealth, LLC | 12 | 6 | 0.05% | 0.07% | 0.10% | Q1 2019 | Q3 2023 | 18 |
HERMES INVESTMENT MANAGEMENT LTD | 15 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2017 | 18 |
Renaissance Technologies | 6 | 1 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q1 2023 | 18 |
Cable Hill Partners, LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q1 2019 | 18 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 18 |
GSA CAPITAL PARTNERS LLP | 4 | 1 | 0.03% | 0.11% | 0.52% | Q2 2013 | Q4 2022 | 18 |
Old North State Trust, LLC | 7 | 5 | 0.05% | 0.13% | 0.22% | Q3 2018 | Q3 2023 | 18 |
OSSIAM | 10 | 8 | 0.00% | 0.09% | 0.77% | Q4 2018 | Q3 2023 | 18 |
Fiera Capital Corp | 13 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 18 |
West Branch Capital LLC | 9 | 3 | 0.02% | 0.41% | 1.06% | Q1 2018 | Q3 2023 | 18 |
CX Institutional | 14 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 18 |
Hilltop Holdings Inc. | 7 | 1 | 0.04% | 0.07% | 0.11% | Q2 2016 | Q2 2023 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.03% | 0.07% | 0.15% | Q2 2013 | Q3 2017 | 18 |
Independent Advisor Alliance | 12 | 6 | 0.00% | 0.08% | 0.18% | Q4 2016 | Q3 2023 | 18 |
CHICAGO EQUITY PARTNERS LLC | 18 | 18 | 0.01% | 0.46% | 0.83% | Q4 2015 | Q1 2020 | 18 |
FIRST INTERSTATE BANK | 18 | 18 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2019 | 18 |
Wellington Shields Capital Management, LLC | 11 | 7 | 0.01% | 0.12% | 0.27% | Q2 2015 | Q3 2023 | 18 |
BREITER CAPITAL MANAGEMENT INC | 18 | 18 | 0.71% | 1.03% | 1.82% | Q4 2017 | Q1 2022 | 18 |
UNITED BANK, INC. | 18 | 18 | 0.12% | 0.14% | 0.16% | Q2 2013 | Q3 2017 | 18 |
Archer Investment Corp | 11 | 7 | 0.00% | 0.09% | 0.27% | Q4 2018 | Q3 2023 | 18 |
Ninety One North America, Inc. | 18 | 18 | 0.01% | 0.36% | 1.43% | Q4 2015 | Q1 2020 | 18 |
INTEGRAL DERIVATIVES, LLC | 7 | 3 | 0.00% | 0.05% | 0.32% | Q4 2013 | Q1 2018 | 18 |
Stonebridge Capital Advisors LLC | 11 | 2 | 0.01% | 0.09% | 0.72% | Q4 2013 | Q3 2023 | 18 |
DELTA FINANCIAL ADVISORS LLC | 18 | 18 | 0.81% | 1.06% | 1.46% | Q2 2019 | Q3 2023 | 18 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 18 | 18 | 0.00% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
NIPPON LIFE INSURANCE CO | 18 | 18 | 0.03% | 0.06% | 0.08% | Q2 2013 | Q3 2017 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.05% | 0.07% | 0.08% | Q2 2013 | Q3 2017 | 18 |
UNITED BANK | 11 | 2 | 0.03% | 0.59% | 2.18% | Q4 2017 | Q3 2023 | 18 |
MERCER GLOBAL ADVISORS INC /ADV | 17 | 1 | 0.02% | 0.06% | 0.14% | Q1 2019 | Q3 2023 | 18 |
Ellis Investment Partners, LLC | 18 | 18 | 0.03% | 0.05% | 0.07% | Q2 2019 | Q3 2023 | 18 |
Gratus Capital, LLC | 11 | 6 | 0.03% | 0.07% | 0.09% | Q2 2016 | Q1 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.14% | 0.17% | 0.19% | Q2 2013 | Q2 2017 | 17 |
AGF Investments America Inc. | 17 | 17 | 0.30% | 0.71% | 1.51% | Q1 2018 | Q1 2022 | 17 |
Financial Advisors Network, Inc. | 9 | 1 | 0.08% | 0.31% | 0.79% | Q4 2016 | Q4 2022 | 17 |
Horizon Investments, LLC | 6 | 1 | 0.01% | 0.05% | 0.13% | Q4 2016 | Q3 2023 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.02% | 0.11% | 0.38% | Q2 2013 | Q2 2017 | 17 |
Douglass Winthrop Advisors, LLC | 14 | 1 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q3 2020 | 17 |
Tetrem Capital Management Ltd. | 17 | 17 | 0.01% | 1.37% | 1.92% | Q2 2013 | Q2 2017 | 17 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 17 | 0.00% | 0.07% | 0.13% | Q2 2017 | Q2 2021 | 17 |
FRED ALGER MANAGEMENT, LLC | 10 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 17 |
iAB Financial Bank | 17 | 17 | 0.68% | 1.60% | 2.82% | Q2 2013 | Q2 2017 | 17 |
Cribstone Capital Management, LLC | 17 | 17 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q2 2020 | 17 |
Miracle Mile Advisors, LLC | 12 | 5 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 17 |
STONERIDGE INVESTMENT PARTNERS LLC | 17 | 17 | 0.39% | 0.53% | 0.68% | Q2 2013 | Q2 2017 | 17 |
CI INVESTMENTS INC. | 17 | 17 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 17 |
Bayesian Capital Management, LP | 5 | 1 | 0.05% | 0.17% | 0.49% | Q2 2017 | Q3 2023 | 17 |
PRENTISS SMITH & CO INC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 17 |
SII INVESTMENTS INC/WI | 10 | 2 | 0.10% | 0.14% | 0.18% | Q2 2013 | Q4 2017 | 17 |
First PREMIER Bank | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Japan Post Holdings Co., Ltd. | 17 | 17 | 100.00% | 100.00% | 100.00% | Q4 2019 | Q4 2023 | 17 |
First National Bank of South Miami | 13 | 4 | 0.04% | 0.05% | 0.07% | Q4 2018 | Q2 2023 | 17 |
Good Life Advisors, LLC | 8 | 1 | 0.03% | 0.12% | 0.27% | Q1 2018 | Q3 2023 | 17 |
Nationwide Fund Advisors | 14 | 3 | 0.06% | 0.07% | 0.10% | Q2 2013 | Q3 2017 | 17 |
SEIZERT CAPITAL PARTNERS, LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
Ferris Capital, LLC | 9 | 1 | 0.07% | 0.10% | 0.16% | Q2 2017 | Q1 2022 | 17 |
Zions Bancorporation, N.A. | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
BOENNING & SCATTERGOOD, INC. | 11 | 6 | 0.05% | 0.07% | 0.11% | Q3 2018 | Q4 2022 | 17 |
Ellevest, Inc. | 17 | 17 | 0.00% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 17 |
Cohen Klingenstein LLC | 17 | 17 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q3 2023 | 17 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 1 | 0.00% | 0.07% | 0.11% | Q4 2016 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.06% | 0.10% | 0.14% | Q2 2013 | Q2 2017 | 17 |
Apriem Advisors | 16 | 1 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q2 2018 | 17 |
STEEL GROVE CAPITAL ADVISORS, LLC | 11 | 1 | 0.03% | 0.18% | 0.70% | Q1 2015 | Q3 2023 | 17 |
Ilmarinen Mutual Pension Insurance Co | 17 | 17 | 0.08% | 0.20% | 0.30% | Q3 2019 | Q3 2023 | 17 |
SEEYOND | 17 | 17 | 0.04% | 0.12% | 0.37% | Q4 2018 | Q4 2022 | 17 |
LOEB PARTNERS CORP | 17 | 17 | 0.72% | 0.84% | 1.03% | Q2 2013 | Q2 2017 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q1 2022 | 17 |
Bull Street Advisors, LLC | 17 | 17 | 0.27% | 0.42% | 0.54% | Q3 2019 | Q3 2023 | 17 |
Quantitative Investment Management, LLC | 7 | 1 | 0.01% | 0.16% | 0.55% | Q2 2013 | Q4 2021 | 17 |
BOURGEON CAPITAL MANAGEMENT LLC | 17 | 17 | 0.01% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Linscomb & Williams, Inc. | 17 | 17 | 0.02% | 0.03% | 0.08% | Q2 2016 | Q2 2020 | 17 |
Telos Capital Management, Inc. | 17 | 17 | 0.08% | 0.30% | 0.63% | Q3 2019 | Q3 2023 | 17 |
Willingdon Wealth Management | 17 | 17 | 0.16% | 0.34% | 0.53% | Q1 2016 | Q1 2020 | 17 |
SEVEN EIGHT CAPITAL, LP | 4 | 1 | 0.00% | 0.16% | 0.52% | Q1 2014 | Q3 2023 | 16 |
GIRARD PARTNERS LTD. | 9 | 7 | 0.05% | 0.11% | 0.14% | Q2 2016 | Q2 2020 | 16 |
VAN ECK ASSOCIATES CORP | 14 | 2 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 16 |
Zurich Insurance Group Ltd/FI | 16 | 16 | 0.08% | 0.18% | 0.27% | Q4 2015 | Q3 2019 | 16 |
WADE G W & INC | 11 | 2 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 16 |
TCW GROUP INC | 15 | 1 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q4 2018 | 16 |
DELTA LLOYD NV | 16 | 16 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q1 2017 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.01% | 0.08% | 0.20% | Q4 2019 | Q3 2023 | 16 |
JD CAPITAL MANAGEMENT LLC | 7 | 7 | 0.06% | 0.43% | 0.92% | Q2 2013 | Q4 2014 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q1 2017 | 16 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 16 | 16 | 0.02% | 0.05% | 0.08% | Q2 2016 | Q1 2020 | 16 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 16 | 16 | 0.56% | 0.68% | 0.94% | Q4 2019 | Q3 2023 | 16 |
MACKAY SHIELDS LLC | 14 | 2 | 0.04% | 0.07% | 0.17% | Q1 2018 | Q1 2022 | 16 |
CAPITAL GUARDIAN TRUST CO | 16 | 16 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2017 | 16 |
Lee Financial Co | 14 | 2 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 16 |
NovaPoint Capital, LLC | 16 | 16 | 0.94% | 1.26% | 1.77% | Q4 2019 | Q3 2023 | 16 |
AdvisorShares Investments LLC | 16 | 16 | 0.03% | 0.34% | 0.76% | Q4 2019 | Q3 2023 | 16 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.20% | 0.31% | 0.46% | Q4 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Smead Capital Management, Inc. | 14 | 2 | 3.73% | 4.84% | 5.41% | Q3 2015 | Q4 2019 | 16 |
MATTERN CAPITAL MANAGEMENT, LLC | 16 | 16 | 1.02% | 1.26% | 1.53% | Q4 2019 | Q3 2023 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.02% | 0.06% | 0.09% | Q4 2019 | Q3 2023 | 16 |
First City Capital Management, Inc. | 9 | 1 | 0.03% | 0.14% | 0.44% | Q1 2014 | Q3 2023 | 16 |
Mattern Wealth Management LLC | 16 | 16 | 0.08% | 0.35% | 0.92% | Q4 2019 | Q3 2023 | 16 |
HL FINANCIAL SERVICES LLC | 10 | 1 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q1 2019 | 16 |
SkyOak Wealth, LLC | 16 | 16 | 0.11% | 0.14% | 0.18% | Q4 2019 | Q3 2023 | 16 |
Pacifica Partners Inc. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.03% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Ethic Inc. | 16 | 16 | 0.21% | 0.27% | 0.36% | Q4 2019 | Q3 2023 | 16 |
Core Alternative Capital | 16 | 16 | 1.40% | 1.87% | 2.57% | Q4 2019 | Q3 2023 | 16 |
Prestige Wealth Management Group LLC | 15 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.06% | 0.08% | 0.12% | Q4 2019 | Q3 2023 | 16 |
ZEKE CAPITAL ADVISORS, LLC | 12 | 4 | 0.02% | 0.07% | 0.14% | Q1 2017 | Q4 2022 | 16 |
Qtron Investments LLC | 10 | 6 | 0.12% | 0.26% | 0.59% | Q4 2018 | Q3 2023 | 16 |
DONALDSON CAPITAL MANAGEMENT, LLC | 10 | 6 | 0.28% | 1.48% | 2.64% | Q4 2010 | Q3 2023 | 16 |
IFC Holdings Incorporated/FL | 13 | 3 | 0.03% | 0.05% | 0.08% | Q4 2013 | Q4 2017 | 16 |
Watchman Group, Inc. | 16 | 16 | 0.14% | 1.52% | 2.66% | Q4 2019 | Q3 2023 | 16 |
Edgestream Partners, L.P. | 11 | 1 | 0.02% | 0.21% | 0.65% | Q1 2019 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.02% | 0.10% | 0.46% | Q4 2019 | Q3 2023 | 16 |
Illinois Municipal Retirement Fund | 16 | 16 | 0.03% | 0.26% | 0.42% | Q4 2019 | Q3 2023 | 16 |
Holocene Advisors, LP | 10 | 1 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2022 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
AMF Tjanstepension AB | 12 | 4 | 0.06% | 0.21% | 0.37% | Q4 2014 | Q3 2023 | 16 |
Freedom Investment Management, Inc. | 14 | 2 | 0.02% | 0.07% | 0.14% | Q3 2014 | Q3 2023 | 16 |
Alexandria Capital, LLC | 12 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 16 |
HMS Capital Management, LLC | 8 | 1 | 0.13% | 0.35% | 0.56% | Q2 2018 | Q3 2023 | 16 |
Laurel Wealth Advisors, Inc. | 8 | 3 | 0.05% | 0.07% | 0.09% | Q4 2017 | Q4 2022 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.02% | 0.04% | 0.23% | Q4 2019 | Q3 2023 | 16 |
Surevest, LLC | 16 | 16 | 0.22% | 1.02% | 1.43% | Q4 2018 | Q3 2022 | 16 |
Sharkey, Howes & Javer | 16 | 16 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q2 2019 | 16 |
AllSquare Wealth Management LLC | 10 | 6 | 0.00% | 0.03% | 0.06% | Q4 2014 | Q3 2020 | 16 |
Buckingham Capital Management, Inc. | 15 | 15 | 0.33% | 0.84% | 1.20% | Q2 2013 | Q4 2016 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.06% | 0.08% | 0.14% | Q2 2013 | Q4 2016 | 15 |
AGF Investments LLC | 14 | 1 | 0.00% | 0.11% | 0.39% | Q4 2016 | Q2 2021 | 15 |
BRAVE ASSET MANAGEMENT INC | 15 | 15 | 0.12% | 0.17% | 0.22% | Q4 2013 | Q2 2017 | 15 |
Gardiner Nancy B | 15 | 15 | 0.42% | 0.54% | 0.74% | Q2 2016 | Q4 2019 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.12% | 0.14% | 0.17% | Q2 2013 | Q4 2016 | 15 |
Eudaimonia Partners, LLC | 8 | 7 | 0.05% | 0.09% | 0.16% | Q4 2019 | Q3 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q4 2016 | 15 |
Stolper Co | 15 | 15 | 1.73% | 2.02% | 2.59% | Q1 2020 | Q3 2023 | 15 |
ClearBridge Investments | 14 | 1 | 0.00% | 0.06% | 0.14% | Q1 2017 | Q4 2022 | 15 |
Citizens National Bank Trust Department | 15 | 15 | 0.73% | 1.33% | 1.70% | Q1 2020 | Q3 2023 | 15 |
Capital Advisory Group Advisory Services, LLC | 15 | 15 | 0.01% | 0.06% | 0.13% | Q1 2018 | Q3 2021 | 15 |
Geneva Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2017 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.06% | 0.12% | 0.29% | Q1 2020 | Q3 2023 | 15 |
LINCOLN NATIONAL CORP | 12 | 1 | 0.01% | 0.01% | 0.06% | Q4 2017 | Q3 2023 | 15 |
Handelsbanken Fonder AB | 14 | 1 | 0.04% | 0.07% | 0.13% | Q4 2015 | Q3 2023 | 15 |
MEANS INVESTMENT CO., INC. | 5 | 1 | 0.04% | 0.07% | 0.16% | Q4 2018 | Q3 2023 | 15 |
Patten Group, Inc. | 15 | 15 | 0.02% | 0.04% | 0.06% | Q2 2015 | Q4 2018 | 15 |
OFI Advisors LLC | 11 | 4 | 0.15% | 0.17% | 0.22% | Q3 2011 | Q3 2015 | 15 |
BlackRock Group LTD | 15 | 15 | 0.10% | 0.12% | 0.16% | Q2 2013 | Q4 2016 | 15 |
ISTHMUS PARTNERS, LLC | 12 | 3 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2018 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q4 2019 | 15 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.06% | 0.16% | Q1 2016 | Q4 2022 | 15 |
Uncommon Cents Investing LLC | 15 | 15 | 0.38% | 0.53% | 0.63% | Q1 2020 | Q3 2023 | 15 |
AlphaCrest Capital Management LLC | 15 | 15 | 0.03% | 0.15% | 0.26% | Q1 2019 | Q3 2022 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.11% | 0.12% | 0.14% | Q2 2013 | Q4 2016 | 15 |
Newfound Research LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2020 | 15 |
Proficio Capital Partners LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2019 | 15 |
SUMITOMO LIFE INSURANCE CO | 15 | 15 | 0.18% | 0.20% | 0.22% | Q3 2013 | Q1 2017 | 15 |
Concert Wealth Management Inc. | 9 | 6 | 0.02% | 0.21% | 0.32% | Q2 2013 | Q1 2017 | 15 |
D'Orazio & Associates, Inc. | 11 | 1 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q3 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.04% | 0.18% | Q2 2013 | Q4 2016 | 15 |
Marquette Asset Management, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.12% | 0.19% | 0.24% | Q3 2016 | Q1 2020 | 15 |
WILLIAMS JONES & ASSOCIATES LLC | 15 | 15 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.18% | 0.70% | 1.32% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Stokes & Hubbell Capital Management, LLC | 15 | 15 | 0.09% | 0.14% | 0.23% | Q3 2015 | Q1 2019 | 15 |
Virtus Fund Advisers, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2017 | 15 |
EXENCIAL WEALTH ADVISORS, LLC | 14 | 1 | 0.02% | 0.05% | 0.06% | Q1 2013 | Q3 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Zebra Capital Management LLC | 11 | 4 | 0.12% | 0.40% | 0.66% | Q3 2015 | Q2 2019 | 15 |
MISSION WEALTH MANAGEMENT, LP | 14 | 1 | 0.02% | 0.04% | 0.15% | Q2 2015 | Q3 2023 | 15 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 10 | 2 | 0.00% | 0.07% | 0.29% | Q3 2013 | Q4 2019 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2016 | 15 |
Act Two Investors LLC | 15 | 15 | 0.14% | 0.60% | 1.43% | Q4 2018 | Q2 2022 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.04% | 0.06% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Stevard, LLC | 10 | 5 | 0.15% | 0.43% | 0.78% | Q4 2019 | Q3 2023 | 15 |
INVESTMENT ADVISORY SERVICES INC /TX /ADV | 10 | 1 | 0.14% | 0.18% | 0.27% | Q4 2019 | Q3 2023 | 14 |
Legacy Advisors, LLC | 8 | 2 | 0.01% | 0.10% | 0.83% | Q4 2016 | Q3 2023 | 14 |
MERITAGE PORTFOLIO MANAGEMENT | 7 | 3 | 0.07% | 0.28% | 0.44% | Q2 2019 | Q3 2023 | 14 |
Salomon & Ludwin, LLC | 8 | 6 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 14 |
Financial Gravity Asset Management, Inc. | 5 | 3 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 14 |
Lombard Odier Asset Management (Europe) Ltd | 7 | 1 | 0.01% | 0.05% | 0.18% | Q2 2016 | Q3 2020 | 14 |
BCM ADVISORS, LLC | 14 | 14 | 0.13% | 0.17% | 0.24% | Q2 2020 | Q3 2023 | 14 |
MYCIO WEALTH PARTNERS, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2016 | 14 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 6 | 1 | 0.00% | 0.78% | 2.04% | Q3 2015 | Q3 2023 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.04% | 0.04% | 0.06% | Q4 2015 | Q1 2019 | 14 |
DEERE & CO | 14 | 14 | 0.15% | 0.17% | 0.23% | Q2 2013 | Q3 2016 | 14 |
LifePlan Financial Group, Inc | 11 | 3 | 0.05% | 0.07% | 0.08% | Q2 2013 | Q3 2020 | 14 |
Itau Unibanco Holding S.A. | 11 | 1 | 0.00% | 0.03% | 0.17% | Q4 2016 | Q2 2022 | 14 |
NORTH AMERICAN MANAGEMENT CORP | 14 | 14 | 0.03% | 0.05% | 0.06% | Q4 2017 | Q1 2021 | 14 |
Inspire Investing, LLC | 14 | 14 | 0.10% | 0.34% | 0.52% | Q2 2018 | Q3 2021 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.09% | 0.15% | 0.37% | Q2 2013 | Q3 2016 | 14 |
ExodusPoint Capital Management, LP | 7 | 3 | 0.00% | 0.04% | 0.11% | Q4 2019 | Q3 2023 | 14 |
HERNDON CAPITAL MANAGEMENT LLC | 14 | 14 | 0.00% | 1.68% | 3.15% | Q2 2013 | Q3 2016 | 14 |
FARMERS TRUST CO | 11 | 3 | 0.05% | 0.06% | 0.07% | Q2 2019 | Q3 2023 | 14 |
BAILARD, INC. | 14 | 14 | 0.03% | 0.09% | 0.16% | Q2 2020 | Q3 2023 | 14 |
Cetera Investment Advisers | 12 | 2 | 0.00% | 0.06% | 0.08% | Q4 2017 | Q3 2023 | 14 |
VALLEY NATIONAL ADVISERS INC | 11 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 14 |
JONES FINANCIAL COMPANIES LLLP | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 14 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 11 | 3 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2019 | 14 |
Clarius Group, LLC | 12 | 2 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q3 2023 | 14 |
Endurance Wealth Management, Inc. | 8 | 2 | 0.00% | 0.01% | 0.09% | Q2 2015 | Q2 2023 | 14 |
HRT FINANCIAL LP | 8 | 1 | 0.00% | 0.06% | 0.18% | Q4 2018 | Q2 2023 | 14 |
MIROVA | 8 | 6 | 0.00% | 0.03% | 0.09% | Q2 2019 | Q3 2023 | 14 |
Calvert Investment Management, Inc. | 14 | 14 | 0.02% | 0.13% | 0.58% | Q3 2013 | Q4 2016 | 14 |
USA FINANCIAL FORMULAS | 10 | 1 | 0.00% | 0.06% | 0.75% | Q4 2014 | Q3 2023 | 14 |
Convergence Investment Partners, LLC | 10 | 1 | 0.03% | 0.36% | 1.54% | Q2 2013 | Q2 2019 | 14 |
CenturyLink Investment Management Co | 14 | 14 | 0.51% | 0.63% | 0.72% | Q4 2016 | Q1 2020 | 14 |
PARK AVENUE SECURITIES LLC | 11 | 1 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 14 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 5 | 1 | 0.02% | 0.04% | 0.05% | Q2 2017 | Q3 2023 | 14 |
CVA Family Office, LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q2 2023 | 14 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14 | 14 | 0.02% | 0.06% | 0.18% | Q2 2020 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Matterhorn Capital Management, LLC | 14 | 14 | 2.27% | 2.80% | 4.18% | Q2 2013 | Q3 2016 | 14 |
IndexIQ Advisors LLC | 8 | 1 | 0.00% | 0.09% | 0.20% | Q4 2017 | Q1 2022 | 14 |
Migdal Insurance & Financial Holdings Ltd. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q2 2020 | 14 |
Lester Murray Antman dba SimplyRich | 14 | 14 | 0.11% | 0.30% | 0.52% | Q2 2020 | Q3 2023 | 14 |
Wealthspire Advisors, LLC | 12 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 14 |
Transamerica Financial Advisors, Inc. | 12 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q2 2019 | 14 |
FIRST NATIONAL BANK SIOUX FALLS | 14 | 14 | 0.19% | 0.42% | 0.76% | Q2 2013 | Q3 2016 | 14 |
XPONANCE, INC. | 14 | 14 | 0.03% | 0.08% | 0.21% | Q2 2020 | Q3 2023 | 14 |
Virtu KCG Holdings LLC | 7 | 1 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q2 2017 | 14 |
Elgethun Capital Management | 12 | 2 | 0.03% | 1.17% | 1.73% | Q4 2016 | Q3 2023 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2016 | 14 |
I.G. INVESTMENT MANAGEMENT, LTD. | 11 | 3 | 0.01% | 0.07% | 0.11% | Q2 2013 | Q3 2017 | 14 |
Empirical Finance, LLC | 13 | 1 | 0.01% | 0.08% | 0.12% | Q4 2016 | Q3 2023 | 14 |
Tortoise Investment Management, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 14 |
ACIMA PRIVATE WEALTH, LLC | 14 | 14 | 0.08% | 0.11% | 0.16% | Q4 2018 | Q1 2022 | 14 |
TIAA CREF TRUST CO FSB/MO | 14 | 14 | 0.01% | 0.04% | 0.12% | Q4 2013 | Q1 2017 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
AHL Partners LLP | 14 | 14 | 0.06% | 0.24% | 0.43% | Q3 2014 | Q4 2017 | 14 |
AMG National Trust Bank | 14 | 14 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Cedar Brook Financial Partners, LLC | 13 | 13 | 0.15% | 0.28% | 0.39% | Q3 2020 | Q3 2023 | 13 |
HighPoint Advisor Group LLC | 12 | 1 | 0.05% | 0.07% | 0.10% | Q4 2018 | Q2 2022 | 13 |
MARSHWINDS ADVISORY CO | 7 | 1 | 0.10% | 0.15% | 0.27% | Q2 2013 | Q3 2017 | 13 |
Mork Capital Management, LLC | 13 | 13 | 0.56% | 0.96% | 1.15% | Q4 2014 | Q4 2017 | 13 |
BKS ADVISORS, LLC | 12 | 1 | 0.09% | 0.12% | 0.18% | Q1 2015 | Q1 2019 | 13 |
CORNERSTONE ADVISORS INC | 8 | 5 | 0.06% | 0.11% | 0.16% | Q2 2013 | Q2 2017 | 13 |
Laffer Tengler Investments, Inc. | 7 | 1 | 0.00% | 0.45% | 0.77% | Q2 2013 | Q3 2023 | 13 |
Redwood Investment Management, LLC | 7 | 3 | 0.11% | 0.29% | 0.75% | Q2 2019 | Q3 2023 | 13 |
Natixis Investment Managers International | 5 | 2 | 0.01% | 0.04% | 0.08% | Q4 2014 | Q2 2022 | 13 |
Altium Wealth Management LLC | 7 | 6 | 0.02% | 0.05% | 0.10% | Q2 2018 | Q2 2022 | 13 |
FIRST NIAGARA BANK | 13 | 13 | 0.06% | 0.23% | 0.45% | Q2 2013 | Q2 2016 | 13 |
LOGAN CAPITAL MANAGEMENT INC | 8 | 5 | 0.00% | 0.04% | 0.09% | Q3 2013 | Q2 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.03% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 13 |
CHIRON CAPITAL MANAGEMENT, LLC | 13 | 13 | 0.76% | 1.01% | 1.52% | Q3 2020 | Q3 2023 | 13 |
PIONEER TRUST BANK N A/OR | 8 | 5 | 0.08% | 0.13% | 0.20% | Q2 2013 | Q3 2023 | 13 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 12 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q1 2021 | 13 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 13 | 13 | 0.03% | 0.06% | 0.11% | Q3 2020 | Q3 2023 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
SIMPLEX TRADING, LLC | 7 | 1 | 0.00% | 0.05% | 0.17% | Q2 2015 | Q3 2021 | 13 |
Fayerweather Charles | 11 | 1 | 0.31% | 0.48% | 0.75% | Q4 2015 | Q4 2019 | 13 |
Qube Research & Technologies Ltd | 6 | 1 | 0.00% | 0.10% | 0.18% | Q1 2018 | Q3 2023 | 13 |
COOKSON PEIRCE & CO INC | 9 | 4 | 0.06% | 0.69% | 2.27% | Q2 2016 | Q4 2019 | 13 |
MAI Capital Management | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
NEW YORK LIFE TRUST CO | 8 | 5 | 0.04% | 0.45% | 0.64% | Q2 2013 | Q1 2017 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.04% | 0.08% | 0.15% | Q3 2020 | Q3 2023 | 13 |
Cipher Capital LP | 3 | 1 | 0.04% | 0.25% | 0.93% | Q2 2013 | Q3 2023 | 13 |
Equitable Holdings, Inc. | 12 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 13 |
Moreno Evelyn V | 13 | 13 | 0.16% | 1.11% | 1.41% | Q4 2013 | Q4 2016 | 13 |
Paragon Capital Management Ltd | 8 | 5 | 0.04% | 0.11% | 0.28% | Q3 2017 | Q1 2023 | 13 |
TOBAM | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
EXCHANGE TRADED CONCEPTS, LLC | 12 | 1 | 0.00% | 0.01% | 0.09% | Q4 2019 | Q4 2023 | 13 |
C-J Advisory, Inc. | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q3 2019 | 13 |
Leelyn Smith, LLC | 13 | 13 | 0.03% | 0.28% | 0.72% | Q4 2019 | Q4 2022 | 13 |
SMITH ASSET MANAGEMENT GROUP LP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 13 |
Charles Schwab Trust Co | 11 | 2 | 0.05% | 0.07% | 0.14% | Q3 2019 | Q4 2022 | 13 |
Hubbell Strickland Wealth Management, LLC | 11 | 2 | 0.13% | 0.18% | 0.31% | Q3 2019 | Q3 2023 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
FOUNDERS FINANCIAL SECURITIES LLC | 11 | 2 | 0.04% | 0.08% | 0.27% | Q2 2017 | Q3 2023 | 13 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 8 | 1 | 0.02% | 0.17% | 0.41% | Q4 2014 | Q1 2023 | 13 |
MinichMacGregor Wealth Management, LLC | 12 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2022 | 13 |
INTACT INVESTMENT MANAGEMENT INC. | 8 | 5 | 0.01% | 0.08% | 0.19% | Q1 2014 | Q4 2017 | 13 |
DENVER INVESTMENT ADVISORS LLC | 7 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 13 |
GPS Wealth Strategies Group, LLC | 13 | 13 | 0.36% | 0.47% | 0.81% | Q3 2020 | Q3 2023 | 13 |
Certified Advisory Corp | 11 | 1 | 0.03% | 0.09% | 0.59% | Q4 2017 | Q3 2023 | 13 |
SCHARF INVESTMENTS, LLC | 13 | 13 | 0.01% | 2.66% | 4.56% | Q2 2013 | Q2 2016 | 13 |
Great Diamond Partners, LLC | 12 | 1 | 0.07% | 0.10% | 0.14% | Q4 2019 | Q3 2023 | 13 |
Mutual Advisors, LLC | 5 | 2 | 0.01% | 0.03% | 0.12% | Q1 2019 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.08% | 0.10% | 0.12% | Q1 2020 | Q3 2023 | 13 |
Blackhawk Capital Partners LLC. | 13 | 13 | 0.49% | 0.88% | 1.33% | Q3 2020 | Q3 2023 | 13 |
ROBSHAW & JULIAN ASSOCIATES INC | 13 | 13 | 3.42% | 3.78% | 4.46% | Q2 2013 | Q2 2016 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.05% | 0.11% | 0.20% | Q2 2013 | Q2 2016 | 13 |
Rampart Investment Management Company, LLC | 10 | 3 | 0.00% | 0.10% | 0.22% | Q1 2017 | Q2 2020 | 13 |
GUARDIAN CAPITAL LP | 11 | 2 | 0.01% | 0.05% | 0.08% | Q2 2016 | Q3 2023 | 13 |
KANALY TRUST CO | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2016 | 13 |
Total Clarity Wealth Management, Inc. | 13 | 13 | 0.15% | 0.26% | 0.42% | Q4 2019 | Q4 2022 | 13 |
CLEAR STREET MARKETS LLC | 8 | 1 | 0.00% | 0.11% | 1.14% | Q2 2014 | Q2 2023 | 12 |
Elmwood Wealth Management, Inc. | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2021 | 12 |
Horizon Kinetics | 12 | 12 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2018 | 12 |
Highlander Capital Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Integrated Wealth Concepts LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Quantbot Technologies LP | 3 | 1 | 0.02% | 0.31% | 0.88% | Q4 2013 | Q2 2020 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.07% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
Measured Wealth Private Client Group, LLC | 11 | 1 | 0.05% | 0.14% | 0.31% | Q3 2018 | Q3 2023 | 12 |
Principle Wealth Partners LLC | 12 | 12 | 0.05% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Mount Yale Investment Advisors, LLC | 7 | 5 | 0.05% | 0.09% | 0.14% | Q3 2018 | Q3 2023 | 12 |
Unigestion Holding SA | 6 | 1 | 0.04% | 0.59% | 1.37% | Q2 2018 | Q3 2023 | 12 |
Cordatus Wealth Management LLC | 5 | 1 | 0.43% | 0.73% | 1.24% | Q4 2018 | Q2 2023 | 12 |
Bogart Wealth, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
CARILLON TOWER ADVISERS, INC. | 12 | 12 | 0.07% | 0.10% | 0.14% | Q1 2018 | Q4 2020 | 12 |
Capital Bank & Trust Co | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 12 |
Pendal Group Ltd | 10 | 1 | 0.01% | 0.07% | 0.14% | Q2 2017 | Q2 2021 | 12 |
BRINKER CAPITAL INC | 7 | 5 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q2 2020 | 12 |
Selective Wealth Management, Inc. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 12 |
Highstreet Asset Management Inc. | 6 | 2 | 0.06% | 0.16% | 0.39% | Q2 2013 | Q4 2019 | 12 |
Origin Asset Management LLP | 7 | 2 | 0.60% | 1.48% | 1.90% | Q2 2013 | Q4 2019 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2021 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.11% | 0.13% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Arabesque Asset Management Ltd | 7 | 5 | 0.26% | 0.64% | 1.18% | Q4 2018 | Q4 2022 | 12 |
Vest Financial, LLC | 12 | 12 | 1.42% | 1.62% | 1.81% | Q4 2020 | Q3 2023 | 12 |
Fieldpoint Private Securities, LLC | 7 | 5 | 0.00% | 0.04% | 0.10% | Q1 2017 | Q2 2022 | 12 |
PARK CIRCLE Co | 12 | 12 | 0.84% | 1.02% | 1.24% | Q1 2014 | Q4 2016 | 12 |
Catalyst Capital Advisors LLC | 7 | 1 | 0.01% | 0.28% | 0.63% | Q3 2015 | Q4 2019 | 12 |
IEQ CAPITAL, LLC | 11 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 12 |
Maryland State Retirement & Pension System | 12 | 12 | 0.07% | 0.10% | 0.23% | Q4 2020 | Q3 2023 | 12 |
Global X Management CO LLC | 10 | 2 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2018 | 12 |
First Citizens Financial Corp | 9 | 1 | 0.21% | 0.26% | 0.34% | Q4 2019 | Q3 2023 | 12 |
Stokes Family Office, LLC | 12 | 12 | 0.06% | 0.09% | 0.13% | Q4 2020 | Q3 2023 | 12 |
IHT Wealth Management, LLC | 5 | 1 | 0.00% | 0.03% | 0.10% | Q4 2016 | Q3 2023 | 12 |
Capstone Triton Financial Group, LLC | 12 | 12 | 0.22% | 0.68% | 1.48% | Q4 2020 | Q3 2023 | 12 |
Kinloch Capital, LLC | 12 | 12 | 1.69% | 1.95% | 2.44% | Q4 2020 | Q3 2023 | 12 |
SMITH HAYES Advisers, Inc | 12 | 12 | 0.09% | 0.15% | 0.22% | Q2 2013 | Q1 2016 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.10% | 0.39% | 0.69% | Q4 2016 | Q3 2019 | 12 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 12 | 12 | 0.55% | 0.82% | 1.21% | Q4 2020 | Q3 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.08% | 0.29% | 0.53% | Q4 2016 | Q3 2019 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.08% | 0.28% | 0.50% | Q4 2016 | Q3 2019 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.08% | 0.30% | 0.53% | Q4 2016 | Q3 2019 | 12 |
Polar Capital Holdings Plc | 12 | 12 | 0.09% | 0.17% | 0.33% | Q4 2020 | Q3 2023 | 12 |
Kesler, Norman & Wride, LLC | 12 | 12 | 0.26% | 0.42% | 0.70% | Q4 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Jaffetilchin Investment Partners, LLC | 11 | 1 | 0.03% | 0.09% | 0.54% | Q2 2013 | Q3 2023 | 12 |
Goepper Burkhardt LLC | 12 | 12 | 0.44% | 0.61% | 0.91% | Q4 2020 | Q3 2023 | 12 |
Rodgers Brothers Inc. | 12 | 12 | 0.10% | 0.35% | 0.56% | Q2 2020 | Q1 2023 | 12 |
Allegheny Financial Group LTD | 12 | 12 | 0.46% | 0.56% | 0.74% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.12% | 0.14% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Robbins Farley | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Trust Asset Management LLC | 12 | 12 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Siemens Fonds Invest GmbH | 12 | 12 | 0.24% | 0.37% | 0.46% | Q4 2020 | Q3 2023 | 12 |
NOVARE CAPITAL MANAGEMENT LLC | 12 | 12 | 0.76% | 0.88% | 1.04% | Q3 2017 | Q2 2020 | 12 |
Frank, Rimerman Advisors LLC | 12 | 12 | 0.10% | 0.12% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Valmark Advisers, Inc. | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
MENTA CAPITAL LLC | 7 | 1 | 0.04% | 0.50% | 1.33% | Q3 2013 | Q4 2018 | 12 |
Marshall Wace North America L.P. | 7 | 1 | 0.00% | 0.04% | 0.18% | Q3 2013 | Q3 2021 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q1 2016 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.03% | 0.05% | 0.06% | Q4 2018 | Q3 2021 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.03% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Kalos Management, Inc. | 9 | 1 | 0.01% | 0.17% | 0.44% | Q4 2015 | Q1 2022 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.08% | 0.10% | 0.13% | Q2 2013 | Q1 2016 | 12 |
TOWER BRIDGE ADVISORS | 12 | 12 | 0.06% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Schonfeld Strategic Advisors LLC | 4 | 1 | 0.01% | 0.06% | 0.23% | Q1 2016 | Q3 2023 | 12 |
OPPENHEIMER ASSET MANAGEMENT INC. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q4 2019 | 12 |
Grove Bank & Trust | 5 | 3 | 0.01% | 0.12% | 0.30% | Q4 2015 | Q3 2023 | 12 |
Mount Lucas Management LP | 4 | 4 | 0.79% | 1.40% | 2.04% | Q1 2017 | Q3 2023 | 12 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 12 | 12 | 0.00% | 0.04% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Krilogy Financial LLC | 11 | 1 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q3 2018 | 12 |
KILLEN GROUP INC | 12 | 12 | 0.27% | 0.86% | 1.28% | Q2 2013 | Q1 2016 | 12 |
Biltmore Wealth Management, LLC | 12 | 12 | 0.11% | 0.14% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Sciencast Management LP | 2 | 1 | 0.15% | 0.34% | 0.96% | Q2 2017 | Q2 2022 | 12 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 12 | 12 | 0.28% | 0.43% | 1.28% | Q4 2020 | Q3 2023 | 12 |
NORRIS PERNE & FRENCH LLP/MI | 12 | 12 | 0.05% | 0.11% | 0.19% | Q2 2013 | Q1 2016 | 12 |
WRIGHT INVESTORS SERVICE INC | 6 | 6 | 0.24% | 0.37% | 0.47% | Q2 2013 | Q4 2018 | 12 |
Peloton Wealth Strategists | 11 | 1 | 0.09% | 0.13% | 0.18% | Q4 2019 | Q3 2023 | 12 |
SHUFRO ROSE & CO LLC | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
ETF MANAGERS GROUP, LLC | 8 | 4 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2021 | 12 |
Virtue Capital Management, LLC | 5 | 3 | 0.06% | 0.19% | 0.42% | Q4 2017 | Q2 2021 | 12 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 10 | 1 | 0.00% | 0.10% | 0.27% | Q4 2019 | Q2 2023 | 12 |
MGO ONE SEVEN LLC | 8 | 2 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 12 |
GUARDIAN CAPITAL ADVISORS LP | 11 | 11 | 0.03% | 0.45% | 0.64% | Q1 2021 | Q3 2023 | 11 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 11 | 11 | 1.63% | 1.74% | 1.87% | Q1 2021 | Q3 2023 | 11 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 9 | 2 | 0.08% | 0.11% | 0.12% | Q4 2017 | Q1 2021 | 11 |
DAVIDSON INVESTMENT ADVISORS | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2015 | 11 |
MCDONALD PARTNERS LLC | 7 | 4 | 0.25% | 0.39% | 0.58% | Q4 2020 | Q3 2023 | 11 |
AlphaStar Capital Management, LLC | 10 | 1 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 11 |
MUFG Securities EMEA plc | 10 | 1 | 0.01% | 0.18% | 0.57% | Q1 2018 | Q3 2021 | 11 |
HighVista Strategies LLC | 11 | 11 | 0.07% | 0.17% | 0.36% | Q4 2016 | Q2 2019 | 11 |
GAM SYSTEMATIC LLP | 11 | 11 | 0.00% | 0.21% | 0.38% | Q1 2015 | Q3 2017 | 11 |
TD Securities (USA) LLC | 9 | 2 | 0.05% | 0.14% | 0.19% | Q2 2013 | Q1 2016 | 11 |
SOL Capital Management CO | 5 | 2 | 0.06% | 0.08% | 0.09% | Q2 2013 | Q3 2017 | 11 |
WealthShield Partners, LLC | 6 | 5 | 0.04% | 0.15% | 0.30% | Q3 2018 | Q2 2021 | 11 |
TREVOR STEWART BURTON & JACOBSEN INC | 11 | 11 | 3.95% | 4.36% | 4.81% | Q2 2013 | Q4 2015 | 11 |
Magnetar Financial LLC | 3 | 1 | 0.00% | 0.02% | 0.07% | Q4 2015 | Q3 2021 | 11 |
WESTPORT RESOURCES MANAGEMENT INC | 7 | 4 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2016 | 11 |
BREWIN DOLPHIN LTD | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2020 | 11 |
Blueshift Asset Management, LLC | 4 | 1 | 0.04% | 0.30% | 0.66% | Q1 2019 | Q3 2023 | 11 |
WOODSTOCK CORP | 6 | 5 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q4 2023 | 11 |
FRG Family Wealth Advisors LLC | 11 | 11 | 0.07% | 0.11% | 0.14% | Q4 2015 | Q2 2018 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Barrett Asset Management, LLC | 5 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q2 2020 | 11 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 1 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2023 | 11 |
Versor Investments LP | 6 | 1 | 0.02% | 0.29% | 0.84% | Q2 2017 | Q3 2023 | 11 |
McCollum Christoferson Group LLC | 11 | 11 | 0.96% | 1.36% | 1.57% | Q4 2017 | Q2 2020 | 11 |
FIRST CITIZENS BANK & TRUST CO | 6 | 2 | 0.02% | 0.17% | 0.82% | Q2 2013 | Q3 2017 | 11 |
Brown Advisory Securities, LLC | 11 | 11 | 0.04% | 0.06% | 0.08% | Q2 2016 | Q4 2018 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.03% | 0.06% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Evanson Asset Management, LLC | 7 | 4 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q3 2022 | 11 |
FIRETHORN WEALTH PARTNERS, LLC | 8 | 3 | 0.35% | 0.42% | 0.51% | Q4 2020 | Q3 2023 | 11 |
CENTAURUS FINANCIAL, INC. | 10 | 1 | 0.00% | 0.05% | 0.15% | Q2 2018 | Q3 2023 | 11 |
First Washington CORP | 11 | 11 | 0.04% | 0.06% | 0.06% | Q4 2013 | Q2 2016 | 11 |
Centiva Capital, LP | 6 | 5 | 0.01% | 0.03% | 0.07% | Q3 2020 | Q3 2023 | 11 |
Greystone Financial Group, LLC | 11 | 11 | 1.61% | 1.93% | 2.39% | Q1 2021 | Q3 2023 | 11 |
Addenda Capital Inc. | 11 | 11 | 0.02% | 0.25% | 0.30% | Q2 2013 | Q4 2015 | 11 |
WBI INVESTMENTS, LLC | 4 | 1 | 0.09% | 0.52% | 1.19% | Q4 2014 | Q3 2023 | 11 |
HAMEL ASSOCIATES, INC. | 11 | 11 | 0.15% | 0.18% | 0.22% | Q1 2014 | Q3 2016 | 11 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.06% | 0.22% | 0.41% | Q1 2014 | Q3 2022 | 11 |
Lenox Wealth Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 11 |
Addison Advisors LLC | 10 | 1 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q2 2023 | 11 |
CNB Bank | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 11 |
Patriot Financial Group Insurance Agency, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2022 | 11 |
TEXAS CAPITAL BANCSHARES INC/TX | 11 | 11 | 0.18% | 0.35% | 0.46% | Q2 2013 | Q4 2015 | 11 |
Sompo Asset Management Co., Ltd. | 11 | 11 | 0.14% | 0.29% | 0.54% | Q4 2018 | Q2 2021 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.01% | 0.03% | 0.08% | Q4 2016 | Q2 2019 | 11 |
Solstein Capital, LLC | 7 | 4 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q3 2022 | 11 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 11 |
ATTICUS WEALTH MANAGEMENT, LLC | 8 | 3 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 11 |
ARGA Investment Management, LP | 6 | 5 | 0.20% | 0.52% | 1.32% | Q1 2015 | Q1 2018 | 11 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2021 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.00% | 0.09% | 0.19% | Q2 2013 | Q4 2015 | 11 |
Zions Bancorporation | 9 | 1 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2018 | 11 |
NORTHSTAR WEALTH PARTNERS LLC | 11 | 11 | 0.18% | 0.25% | 0.28% | Q1 2018 | Q3 2020 | 11 |
Arjuna Capital | 10 | 1 | 0.52% | 1.31% | 2.36% | Q4 2017 | Q2 2022 | 11 |
LIBERTY WEALTH MANAGEMENT LLC | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2021 | 11 |
Donald L. Hagan, LLC | 11 | 11 | 0.32% | 0.38% | 0.52% | Q2 2020 | Q4 2022 | 11 |
Kavar Capital Partners, LLC | 11 | 11 | 1.01% | 1.15% | 1.29% | Q4 2014 | Q2 2017 | 11 |
Laurel Wealth Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2021 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.13% | 0.18% | 0.25% | Q4 2018 | Q2 2021 | 11 |
Decatur Capital Management, Inc. | 10 | 1 | 0.84% | 1.40% | 2.02% | Q2 2013 | Q2 2018 | 11 |
M&G INVESTMENT MANAGEMENT LTD | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 11 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 11 | 11 | 1.47% | 2.11% | 2.61% | Q3 2013 | Q1 2016 | 11 |
Beacon Pointe Advisors, LLC | 10 | 1 | 0.01% | 0.02% | 0.08% | Q4 2019 | Q3 2023 | 11 |
Formidable Asset Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2016 | 11 |
Darwin Wealth Management, LLC | 5 | 1 | 0.03% | 1.06% | 2.08% | Q2 2016 | Q1 2020 | 11 |
Braun-Bostich & Associates Inc. | 7 | 4 | 0.03% | 0.29% | 0.64% | Q4 2017 | Q3 2020 | 11 |
Parasol Investment Management, LLC | 7 | 4 | 0.01% | 0.05% | 0.14% | Q1 2014 | Q1 2017 | 11 |
MILES CAPITAL, INC. | 11 | 11 | 0.49% | 0.64% | 0.76% | Q2 2016 | Q4 2018 | 11 |
ENDEAVOUR CAPITAL ADVISORS INC | 7 | 1 | 0.51% | 0.57% | 0.65% | Q4 2013 | Q4 2016 | 11 |
Alpha Omega Wealth Management LLC | 11 | 11 | 0.03% | 0.03% | 0.04% | Q4 2016 | Q2 2019 | 11 |
OPSEU Pension Plan Trust Fund | 11 | 11 | 0.18% | 0.27% | 0.37% | Q1 2020 | Q3 2022 | 11 |
Madison Asset Management, LLC | 11 | 11 | 0.22% | 0.34% | 0.50% | Q1 2021 | Q3 2023 | 11 |
FIDGEON TIMOTHY F | 11 | 11 | 0.90% | 1.09% | 1.29% | Q1 2013 | Q3 2015 | 11 |
GSB Wealth Management, LLC | 11 | 11 | 0.12% | 0.65% | 0.99% | Q1 2021 | Q3 2023 | 11 |
CALTON & ASSOCIATES, INC. | 10 | 1 | 0.04% | 0.11% | 0.17% | Q4 2017 | Q2 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.07% | 0.11% | 0.16% | Q4 2017 | Q2 2020 | 11 |
STRATTON MANAGEMENT CO | 11 | 11 | 0.05% | 0.10% | 0.20% | Q2 2013 | Q4 2015 | 11 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 0.22% | 0.28% | 0.38% | Q2 2020 | Q4 2022 | 11 |
STRATEGY ASSET MANAGERS LLC | 5 | 1 | 0.05% | 0.10% | 0.18% | Q3 2019 | Q3 2023 | 11 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 8 | 2 | 0.01% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 10 |
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | 10 | 10 | 2.40% | 3.19% | 4.10% | Q2 2021 | Q3 2023 | 10 |
COURIER CAPITAL LLC | 10 | 10 | 0.08% | 0.09% | 0.11% | Q3 2017 | Q4 2019 | 10 |
THOMPSON DAVIS & CO., INC. | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2016 | Q3 2018 | 10 |
Soros Fund Management | 8 | 2 | 0.01% | 0.13% | 0.24% | Q3 2013 | Q4 2019 | 10 |
CAPE COD FIVE CENTS SAVINGS BANK | 9 | 1 | 0.04% | 0.18% | 0.26% | Q1 2014 | Q1 2019 | 10 |
Capital International Sarl | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 10 |
FIRSTMERIT BANK N A TRUSTEE | 10 | 10 | 0.02% | 0.05% | 0.11% | Q1 2014 | Q2 2016 | 10 |
PORTLAND INVESTMENT COUNSEL INC. | 9 | 1 | 0.45% | 5.06% | 17.18% | Q2 2013 | Q3 2016 | 10 |
PROFFITT & GOODSON INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 10 |
FIRST MERCANTILE TRUST CO | 9 | 1 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q3 2021 | 10 |
CURIAN CAPITAL LLC | 10 | 10 | 0.03% | 0.09% | 0.19% | Q2 2013 | Q3 2015 | 10 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 10 | 10 | 0.10% | 0.29% | 0.53% | Q2 2013 | Q3 2015 | 10 |
TIEDEMANN TRUST CO | 10 | 10 | 0.02% | 0.02% | 0.04% | Q4 2013 | Q1 2016 | 10 |
A.R.T. Advisors, LLC | 4 | 1 | 0.02% | 0.09% | 0.21% | Q4 2013 | Q4 2018 | 10 |
Amundi | 10 | 10 | 0.03% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
GLG LLC | 10 | 10 | 0.07% | 0.10% | 0.14% | Q1 2014 | Q2 2016 | 10 |
Geller Advisors LLC | 10 | 10 | 0.04% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Ifrah Financial Services, Inc. | 10 | 10 | 0.08% | 0.08% | 0.09% | Q3 2017 | Q4 2019 | 10 |
Dorsey & Whitney Trust CO LLC | 7 | 1 | 0.03% | 0.04% | 0.05% | Q2 2017 | Q2 2020 | 10 |
ClariVest Asset Management LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2019 | 10 |
ATLANTIC INVESTMENT Co | 10 | 10 | 0.21% | 0.43% | 0.88% | Q2 2013 | Q3 2015 | 10 |
Dynamic Capital Management Ltd | 4 | 1 | 0.06% | 0.41% | 2.28% | Q4 2013 | Q2 2018 | 10 |
Argentus Capital Management, LLC | 10 | 10 | 0.22% | 0.41% | 0.67% | Q2 2013 | Q3 2015 | 10 |
Ninety One SA (PTY) Ltd | 7 | 1 | 0.00% | 0.37% | 0.91% | Q2 2016 | Q1 2020 | 10 |
Neuberger Berman Canada ULC | 8 | 2 | 0.10% | 0.17% | 0.23% | Q2 2013 | Q3 2017 | 10 |
Euclid Advisors LLC | 7 | 1 | 0.01% | 0.15% | 0.23% | Q2 2013 | Q2 2016 | 10 |
ELEMENT CAPITAL MANAGEMENT LLC | 5 | 2 | 0.03% | 0.13% | 0.24% | Q4 2015 | Q3 2022 | 10 |
Pinkerton Retirement Specialists, LLC | 10 | 10 | 0.01% | 0.17% | 1.27% | Q2 2016 | Q3 2018 | 10 |
Krane Funds Advisors LLC | 7 | 3 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q2 2022 | 10 |
Commonwealth Financial Services, LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q1 2017 | 10 |
Semper Trust Co. | 9 | 1 | 0.24% | 0.34% | 0.42% | Q2 2013 | Q4 2015 | 10 |
DC Investments Management, LLC | 10 | 10 | 0.09% | 0.36% | 0.56% | Q1 2018 | Q2 2020 | 10 |
Ergoteles LLC | 4 | 3 | 0.03% | 0.28% | 0.97% | Q3 2020 | Q2 2023 | 10 |
Personal Capital Advisors Corp | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 10 |
LMR Partners LLP | 4 | 1 | 0.01% | 0.07% | 0.12% | Q3 2015 | Q1 2023 | 10 |
Index Management Solutions, LLC | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2015 | 10 |
Notis-McConarty Edward | 10 | 10 | 0.17% | 0.59% | 1.08% | Q4 2013 | Q1 2016 | 10 |
Covenant Multifamily Offices, LLC | 10 | 10 | 0.11% | 0.33% | 0.64% | Q2 2019 | Q3 2021 | 10 |
Tidal Investments LLC | 10 | 10 | 0.01% | 0.05% | 0.13% | Q2 2021 | Q3 2023 | 10 |
Archford Capital Strategies, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2019 | 10 |
Engineers Gate Manager LP | 2 | 1 | 0.01% | 0.09% | 0.27% | Q2 2015 | Q2 2023 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q1 2017 | 10 |
Bison Wealth, LLC | 6 | 4 | 0.06% | 0.14% | 0.24% | Q3 2018 | Q3 2023 | 10 |
Trexquant Investment LP | 2 | 1 | 0.02% | 0.14% | 0.24% | Q1 2017 | Q3 2023 | 10 |
Teza Capital Management LLC | 3 | 1 | 0.08% | 0.40% | 1.49% | Q4 2017 | Q3 2022 | 10 |
WEALTHSOURCE PARTNERS, LLC | 6 | 4 | 0.03% | 0.07% | 0.11% | Q1 2016 | Q4 2019 | 10 |
Intellectus Partners, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2019 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.00% | 0.03% | 0.06% | Q4 2016 | Q1 2019 | 10 |
Summit Trail Advisors, LLC | 7 | 1 | 0.02% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 10 |
McIlrath & Eck, LLC | 9 | 1 | 0.00% | 0.09% | 0.16% | Q3 2020 | Q3 2023 | 10 |
Tamar Securities, LLC | 9 | 1 | 0.06% | 0.09% | 0.13% | Q4 2020 | Q3 2023 | 10 |
Staton Financial Advisors, LLC | 10 | 10 | 3.93% | 4.48% | 4.91% | Q1 2015 | Q2 2017 | 10 |
Verdence Capital Advisors LLC | 10 | 10 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Legacy Financial Strategies, LLC | 10 | 10 | 0.70% | 0.84% | 1.08% | Q2 2021 | Q3 2023 | 10 |
Pinnacle Wealth Planning Services, Inc. | 6 | 1 | 0.04% | 0.05% | 0.12% | Q4 2019 | Q3 2023 | 10 |
TRH Financial, LLC | 9 | 1 | 0.09% | 0.66% | 2.32% | Q4 2019 | Q2 2022 | 10 |
Lucia Wealth Services, LLC | 10 | 10 | 0.19% | 0.25% | 0.35% | Q2 2018 | Q3 2020 | 10 |
DUALITY ADVISERS, LP | 5 | 1 | 0.02% | 0.33% | 0.65% | Q4 2018 | Q1 2022 | 10 |
Impax Asset Management Group plc | 6 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Strategic Investment Advisors / MI | 10 | 10 | 0.16% | 0.26% | 0.35% | Q2 2021 | Q3 2023 | 10 |
Fairhaven Wealth Management, LLC | 8 | 2 | 0.09% | 0.11% | 0.13% | Q1 2021 | Q3 2023 | 10 |
WADDELL & ASSOCIATES, LLC | 10 | 10 | 0.13% | 0.17% | 0.21% | Q2 2021 | Q3 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.07% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Insight Folios Inc | 10 | 10 | 0.16% | 0.17% | 0.20% | Q2 2021 | Q3 2023 | 10 |
Kathmere Capital Management, LLC | 8 | 2 | 0.03% | 0.05% | 0.11% | Q3 2020 | Q3 2023 | 10 |
Adams Chetwood Wealth Management LLC | 10 | 10 | 0.36% | 0.43% | 0.57% | Q4 2019 | Q1 2022 | 10 |
Disciplined Investments, LLC | 6 | 4 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q2 2023 | 10 |
Concord Wealth Partners | 6 | 4 | 0.01% | 0.04% | 0.12% | Q1 2021 | Q3 2023 | 10 |
Hexagon Capital Partners LLC | 6 | 4 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.04% | 0.19% | 0.48% | Q1 2021 | Q2 2023 | 10 |
West Financial Advisors, LLC | 8 | 2 | 0.00% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 10 |
Tacita Capital Inc | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
EMFO, LLC | 10 | 10 | 0.06% | 0.07% | 0.09% | Q2 2021 | Q3 2023 | 10 |
Benedetti & Gucer, Inc. | 10 | 10 | 0.16% | 0.24% | 0.34% | Q2 2021 | Q3 2023 | 10 |
CSM Advisors, LLC | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
NSI Retail Advisors, LLC | 10 | 10 | 0.07% | 0.10% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Bank of New Hampshire | 10 | 10 | 0.40% | 0.54% | 0.72% | Q2 2021 | Q3 2023 | 10 |
Triasima Portfolio Management inc. | 10 | 10 | 0.14% | 0.16% | 0.22% | Q2 2021 | Q3 2023 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.06% | 0.10% | 0.17% | Q2 2013 | Q3 2015 | 10 |
BANK OF HAWAII | 9 | 1 | 0.02% | 0.04% | 0.07% | Q4 2015 | Q1 2020 | 10 |
1ST SOURCE BANK | 9 | 1 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q3 2023 | 10 |
CAPITAL ONE, NATIONAL ASSOCIATION | 10 | 10 | 0.04% | 0.10% | 0.47% | Q3 2014 | Q4 2016 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.03% | 0.10% | 0.18% | Q4 2020 | Q3 2023 | 10 |
ARROW FINANCIAL CORP | 10 | 10 | 0.00% | 0.23% | 0.57% | Q2 2013 | Q3 2015 | 10 |
HANCOCK WHITNEY CORP | 9 | 1 | 0.01% | 0.03% | 0.06% | Q3 2017 | Q4 2020 | 10 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
SALEM INVESTMENT COUNSELORS INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 10 |
GODSEY & GIBB, INC | 7 | 3 | 0.07% | 0.29% | 0.76% | Q1 2021 | Q3 2023 | 10 |
CONGRESS ASSET MANAGEMENT CO /MA | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
TOEWS CORP /ADV | 4 | 1 | 0.07% | 0.42% | 0.80% | Q2 2016 | Q3 2023 | 10 |
GROUP ONE TRADING, L.P. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q2 2023 | 10 |
FINANCIAL COUNSELORS INC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2022 | 10 |
Mechanics Bank Trust Department | 9 | 9 | 0.07% | 0.09% | 0.10% | Q2 2013 | Q2 2015 | 9 |
Quantitative Systematic Strategies LLC | 3 | 1 | 0.04% | 0.22% | 0.46% | Q1 2015 | Q3 2020 | 9 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.01% | 0.13% | 0.55% | Q3 2015 | Q3 2022 | 9 |
BAHL & GAYNOR INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
CAXTON ASSOCIATES LP | 3 | 1 | 0.03% | 0.19% | 1.01% | Q4 2013 | Q1 2022 | 9 |
Gerstein Fisher | 9 | 9 | 0.10% | 0.12% | 0.14% | Q3 2014 | Q3 2016 | 9 |
Point72 Middle East FZE | 4 | 4 | 0.00% | 0.07% | 0.26% | Q4 2022 | Q3 2023 | 9 |
Jolley Asset Management, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2018 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.02% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 9 |
Princeton Global Asset Management LLC | 8 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 9 |
OneAscent Wealth Management LLC | 6 | 1 | 0.19% | 0.56% | 1.97% | Q4 2020 | Q3 2023 | 9 |
Sound Financial Strategies Group, LLC | 4 | 1 | 0.49% | 0.77% | 1.38% | Q4 2019 | Q3 2023 | 9 |
Larson Financial Group LLC | 8 | 1 | 0.00% | 0.05% | 0.23% | Q3 2019 | Q3 2023 | 9 |
Western Wealth Management, LLC | 8 | 1 | 0.08% | 0.12% | 0.17% | Q2 2021 | Q3 2023 | 9 |
Dentgroup LLC | 9 | 9 | 0.26% | 0.29% | 0.35% | Q4 2021 | Q4 2023 | 9 |
Global Wealth Management Investment Advisory, Inc. | 7 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2022 | 9 |
Aptus Capital Advisors, LLC | 8 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 9 |
Independent Portfolio Consultants, Inc. | 9 | 9 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2016 | 9 |
MTM Investment Management, LLC | 8 | 1 | 0.10% | 0.14% | 0.22% | Q2 2021 | Q3 2023 | 9 |
WESTWOOD MANAGEMENT CORP /IL/ | 9 | 9 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q4 2019 | 9 |
BREMER TRUST NATIONAL ASSOCIATION | 7 | 1 | 0.02% | 0.08% | 0.11% | Q2 2013 | Q4 2018 | 9 |
STONNINGTON GROUP, LLC | 9 | 9 | 0.12% | 0.24% | 0.33% | Q1 2021 | Q1 2023 | 9 |
ANALYTIC INVESTORS, LLC | 4 | 1 | 0.00% | 0.04% | 0.17% | Q2 2013 | Q3 2016 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q2 2015 | 9 |
Stone Ridge Asset Management LLC | 9 | 9 | 0.06% | 0.12% | 0.21% | Q4 2017 | Q4 2019 | 9 |
OAKBROOK INVESTMENTS LLC | 3 | 1 | 0.07% | 0.13% | 0.27% | Q2 2014 | Q3 2019 | 9 |
Halpern Financial, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2021 | 9 |
Horan Securities, Inc. | 7 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q2 2020 | 9 |
CAMBRIDGE TRUST CO | 8 | 1 | 0.01% | 0.03% | 0.03% | Q4 2019 | Q3 2023 | 9 |
Cerro Pacific Wealth Advisors LLC | 8 | 1 | 0.37% | 0.48% | 0.71% | Q4 2020 | Q1 2023 | 9 |
Institute for Wealth Management, LLC. | 9 | 9 | 0.17% | 0.40% | 0.94% | Q2 2017 | Q2 2019 | 9 |
Walleye Capital LLC | 3 | 1 | 0.00% | 0.05% | 0.26% | Q4 2019 | Q3 2023 | 9 |
BADGLEY PHELPS & BELL INC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q4 2019 | 9 |
Alera Investment Advisors, LLC | 7 | 2 | 0.00% | 0.09% | 0.15% | Q4 2018 | Q3 2023 | 9 |
Vectors Research Management, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2020 | 9 |
GILL CAPITAL PARTNERS, LLC | 9 | 9 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q4 2023 | 9 |
Gideon Capital Advisors, Inc. | 2 | 1 | 0.11% | 0.45% | 1.02% | Q2 2014 | Q4 2019 | 9 |
BANQUE PICTET & CIE SA | 4 | 2 | 0.01% | 0.09% | 0.16% | Q4 2013 | Q3 2023 | 9 |
Torch Wealth Management LLC | 5 | 4 | 0.16% | 0.47% | 0.77% | Q1 2014 | Q4 2019 | 9 |
Ranch Capital Advisors Inc. | 9 | 9 | 0.02% | 0.05% | 0.21% | Q3 2019 | Q3 2021 | 9 |
McKinley Carter Wealth Services, Inc. | 4 | 1 | 0.05% | 0.26% | 1.16% | Q3 2013 | Q4 2019 | 9 |
TLP GROUP LLC | 4 | 2 | 0.02% | 0.18% | 0.38% | Q4 2015 | Q2 2018 | 9 |
Tower View Wealth Management LLC | 9 | 9 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2019 | 9 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 7 | 1 | 0.00% | 0.13% | 0.20% | Q3 2018 | Q3 2023 | 9 |
Sunbelt Securities, Inc. | 4 | 2 | 0.00% | 0.12% | 0.31% | Q1 2016 | Q3 2023 | 9 |
Agate Pass Investment Management, LLC | 9 | 9 | 0.71% | 0.91% | 1.14% | Q4 2021 | Q4 2023 | 9 |
OneAscent Financial Services LLC | 6 | 3 | 0.12% | 0.22% | 0.44% | Q3 2020 | Q1 2023 | 9 |
Arden Trust Co | 9 | 9 | 0.04% | 0.08% | 0.14% | Q2 2019 | Q2 2021 | 9 |
PSI Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 9 |
PhiloSmith Capital Corp | 9 | 9 | 6.61% | 7.04% | 7.79% | Q3 2021 | Q3 2023 | 9 |
Quadrature Capital Ltd | 3 | 1 | 0.05% | 0.09% | 0.24% | Q2 2016 | Q3 2022 | 9 |
J. W. Coons Advisors, LLC | 7 | 2 | 0.10% | 0.27% | 0.32% | Q1 2020 | Q3 2023 | 9 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2017 | 9 |
Taylor Hoffman Wealth Management | 9 | 9 | 0.04% | 0.05% | 0.05% | Q4 2017 | Q4 2019 | 9 |
Edgemoor Investment Advisors, Inc. | 9 | 9 | 0.16% | 1.65% | 2.18% | Q2 2013 | Q2 2015 | 9 |
Abacus Planning Group, Inc. | 9 | 9 | 0.13% | 0.19% | 0.25% | Q4 2017 | Q4 2019 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Assured Investment Management LLC | 3 | 1 | 0.00% | 0.03% | 0.08% | Q3 2013 | Q1 2019 | 9 |
Pine River Capital Management L.P. | 6 | 3 | 0.01% | 0.02% | 0.06% | Q3 2014 | Q4 2016 | 9 |
Elevated Capital Advisors, LLC | 5 | 1 | 0.07% | 0.11% | 0.24% | Q4 2019 | Q3 2023 | 9 |
GABLES CAPITAL MANAGEMENT INC. | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2020 | 9 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.04% | 0.05% | 0.09% | Q4 2019 | Q4 2021 | 9 |
Nelson Capital Management, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2019 | 9 |
BANCED CORP | 9 | 9 | 0.41% | 0.88% | 1.60% | Q2 2013 | Q2 2015 | 9 |
626 Financial, LLC | 8 | 1 | 0.52% | 0.65% | 0.78% | Q1 2021 | Q3 2023 | 9 |
Ruffer LLP | 7 | 2 | 0.01% | 0.50% | 1.88% | Q3 2020 | Q4 2022 | 9 |
Stratos Wealth Advisors, LLC | 9 | 9 | 0.07% | 0.09% | 0.11% | Q3 2021 | Q3 2023 | 9 |
Family Legacy, Inc. | 6 | 3 | 0.02% | 0.11% | 0.18% | Q2 2018 | Q1 2021 | 9 |
Numeric Investors LLC | 7 | 2 | 0.00% | 0.03% | 0.09% | Q4 2013 | Q4 2017 | 9 |
Barnett & Company, Inc. | 6 | 3 | 0.01% | 0.16% | 0.27% | Q1 2016 | Q2 2022 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.28% | 0.41% | 0.49% | Q3 2021 | Q3 2023 | 9 |
STEVENS CAPITAL MANAGEMENT LP | 4 | 1 | 0.13% | 0.35% | 0.57% | Q2 2013 | Q2 2021 | 9 |
Financial Management Professionals, Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 9 |
Perkins Coie Trust Co | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 9 |
Integrated Advisors Network LLC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
NEW AMSTERDAM PARTNERS LLC/NY | 5 | 1 | 0.04% | 0.09% | 0.11% | Q4 2015 | Q2 2018 | 9 |
Welch Group, LLC | 8 | 8 | 0.12% | 0.13% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Powers Advisory Group, LLC | 8 | 8 | 0.16% | 0.19% | 0.21% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.07% | 0.10% | 0.15% | Q3 2021 | Q2 2023 | 8 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7 | 1 | 0.02% | 0.09% | 0.13% | Q2 2018 | Q3 2023 | 8 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.08% | 0.12% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Optimal Asset Management, Inc. | 8 | 8 | 0.05% | 0.13% | 0.19% | Q4 2019 | Q3 2021 | 8 |
LOWE BROCKENBROUGH & CO INC | 5 | 3 | 0.03% | 0.03% | 0.04% | Q3 2017 | Q3 2019 | 8 |
Employers Holdings, Inc. | 8 | 8 | 0.30% | 0.50% | 1.18% | Q2 2019 | Q1 2021 | 8 |
Sierra Capital LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q2 2023 | 8 |
Quantinno Capital Management LP | 8 | 8 | 0.13% | 0.19% | 0.31% | Q4 2021 | Q3 2023 | 8 |
FIDUCIARY SERVICES CORP/GA | 8 | 8 | 0.59% | 0.67% | 0.76% | Q2 2013 | Q1 2015 | 8 |
Tradition Wealth Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Apollon Wealth Management, LLC | 7 | 1 | 0.00% | 0.04% | 0.10% | Q2 2020 | Q3 2023 | 8 |
Sageworth Trust Co | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 8 |
Riverview Capital Advisers, LLC | 8 | 8 | 0.52% | 0.63% | 0.76% | Q4 2021 | Q3 2023 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Edge Capital Group, LLC | 8 | 8 | 0.01% | 0.20% | 0.27% | Q2 2021 | Q1 2023 | 8 |
Harfst & Associates, Inc. | 6 | 2 | 0.06% | 0.10% | 0.16% | Q2 2015 | Q2 2017 | 8 |
Robertson Stephens Wealth Management, LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Brendel Financial Advisors LLC | 3 | 1 | 0.26% | 0.83% | 2.36% | Q4 2018 | Q1 2023 | 8 |
NUANCE INVESTMENTS, LLC | 8 | 8 | 0.37% | 0.69% | 0.93% | Q2 2017 | Q1 2019 | 8 |
Avidian Wealth Solutions, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
J2 Capital Management Inc | 8 | 8 | 0.35% | 0.61% | 0.87% | Q4 2021 | Q3 2023 | 8 |
Mechanics Financial Corp | 8 | 8 | 0.06% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.02% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Gilbert & Cook, Inc. | 4 | 1 | 0.05% | 0.07% | 0.10% | Q2 2017 | Q2 2021 | 8 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2018 | 8 |
Alpha Paradigm Partners, LLC | 5 | 3 | 0.09% | 0.20% | 0.65% | Q4 2020 | Q4 2022 | 8 |
RS INVESTMENT MANAGEMENT CO LLC | 6 | 2 | 0.27% | 0.39% | 0.57% | Q2 2013 | Q2 2016 | 8 |
ORBIS HOLDINGS LTD | 8 | 8 | 0.30% | 0.51% | 0.67% | Q1 2014 | Q4 2015 | 8 |
TrueWealth Advisors, LLC | 8 | 8 | 0.11% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Ten Capital Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 8 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 0.26% | 0.35% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Yellowstone Partners, LLC | 8 | 8 | 0.16% | 0.56% | 0.68% | Q4 2013 | Q3 2015 | 8 |
MEITAV INVESTMENT HOUSE LTD | 8 | 8 | 0.02% | 0.06% | 0.10% | Q4 2017 | Q3 2019 | 8 |
DAVIS R M INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 8 |
C M BIDWELL & ASSOCIATES LTD | 2 | 2 | 0.00% | 0.39% | 1.68% | Q3 2015 | Q3 2021 | 8 |
MOODY NATIONAL BANK TRUST DIVISION | 6 | 2 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 8 |
American Trust | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.19% | 0.24% | 0.28% | Q1 2021 | Q3 2023 | 8 |
Capital Impact Advisors, LLC | 8 | 8 | 0.37% | 0.86% | 1.40% | Q1 2015 | Q4 2016 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.07% | 0.10% | 0.12% | Q4 2020 | Q3 2022 | 8 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 8 | 8 | 0.04% | 0.07% | 0.15% | Q2 2013 | Q1 2015 | 8 |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 8 | 8 | 0.34% | 0.44% | 0.58% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
SOUTHERN CAPITAL ADVISORS, LLC | 8 | 8 | 0.90% | 1.47% | 2.15% | Q4 2021 | Q3 2023 | 8 |
VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 8 | 8 | 1.91% | 2.39% | 2.82% | Q4 2021 | Q3 2023 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
CLINTON GROUP INC | 2 | 1 | 0.04% | 0.21% | 0.47% | Q2 2013 | Q2 2018 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.17% | 0.20% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Carson Advisory Inc. | 8 | 8 | 0.95% | 1.09% | 1.24% | Q4 2021 | Q3 2023 | 8 |
Capula Management Ltd | 3 | 1 | 0.00% | 0.05% | 0.16% | Q2 2020 | Q4 2022 | 8 |
HBK INVESTMENTS L P | 4 | 1 | 0.00% | 0.03% | 0.10% | Q4 2013 | Q1 2019 | 8 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 3 | 1 | 0.00% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 8 |
SAGE PRIVATE WEALTH GROUP, LLC | 8 | 8 | 0.19% | 0.23% | 0.34% | Q4 2020 | Q3 2022 | 8 |
Delta Accumulation, LLC | 2 | 2 | 0.12% | 0.99% | 2.08% | Q4 2021 | Q1 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.14% | 0.18% | 0.22% | Q4 2021 | Q3 2023 | 8 |
RAY GERALD L & ASSOCIATES LTD | 8 | 8 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q1 2015 | 8 |
Engrave Wealth Partners LLC | 4 | 1 | 0.07% | 0.09% | 0.16% | Q4 2019 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
OMERS ADMINISTRATION Corp | 4 | 1 | 0.02% | 0.43% | 1.30% | Q2 2013 | Q1 2018 | 8 |
Zullo Investment Group, Inc. | 8 | 8 | 0.13% | 0.14% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Colonial River Wealth Management, LLC | 7 | 1 | 0.12% | 0.20% | 0.29% | Q2 2021 | Q2 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.02% | 0.05% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Guardian Wealth Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
LEUTHOLD GROUP, LLC | 6 | 2 | 0.56% | 0.60% | 0.67% | Q4 2016 | Q2 2021 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
FormulaFolio Investments, LLC | 7 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q4 2020 | 8 |
Executive Wealth Management, LLC | 4 | 1 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 8 |
First International Bank & Trust | 8 | 8 | 0.08% | 0.20% | 0.27% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
SOMERVILLE KURT F | 7 | 1 | 0.04% | 0.07% | 0.09% | Q4 2015 | Q4 2017 | 8 |
EULAV Asset Management | 8 | 8 | 0.34% | 0.44% | 0.58% | Q2 2013 | Q1 2015 | 8 |
Confluence Wealth Services, Inc. | 8 | 8 | 0.15% | 0.22% | 0.31% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.08% | 0.11% | 0.15% | Q2 2013 | Q1 2015 | 8 |
CAHABA WEALTH MANAGEMENT, INC. | 8 | 8 | 0.03% | 0.13% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Horizon Investment Services, LLC | 5 | 3 | 0.10% | 0.96% | 2.52% | Q2 2013 | Q2 2017 | 8 |
KRAEMATON INVESTMENT ADVISORS, INC | 8 | 8 | 0.90% | 1.22% | 1.60% | Q4 2021 | Q3 2023 | 8 |
Strategic Wealth Partners, Ltd. | 8 | 8 | 0.07% | 0.21% | 0.56% | Q4 2017 | Q3 2019 | 8 |
Element Wealth, LLC | 8 | 8 | 0.16% | 0.20% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Cross Staff Investments Inc | 8 | 8 | 0.32% | 0.40% | 0.47% | Q4 2021 | Q3 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.08% | 0.12% | 0.16% | Q4 2021 | Q3 2023 | 8 |
GRIES FINANCIAL LLC | 8 | 8 | 0.31% | 0.49% | 0.73% | Q1 2021 | Q4 2022 | 8 |
Weiss Multi-Strategy Advisers LLC | 6 | 1 | 0.01% | 0.08% | 0.21% | Q2 2013 | Q4 2022 | 8 |
True North Advisors, LLC | 8 | 8 | 0.04% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Artemis Investment Management LLP | 5 | 3 | 0.12% | 0.24% | 0.46% | Q1 2016 | Q3 2019 | 8 |
Mendel Capital Management LLC | 8 | 8 | 0.62% | 0.86% | 1.13% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.15% | 0.17% | 0.19% | Q2 2013 | Q1 2015 | 8 |
ICC CAPITAL MANAGEMENT INC/ | 8 | 8 | 0.61% | 0.79% | 0.96% | Q2 2013 | Q1 2015 | 8 |
State of Wyoming | 3 | 2 | 0.02% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 8 |
Klingman & Associates, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.11% | 0.27% | 0.51% | Q3 2016 | Q2 2022 | 8 |
Allen Investment Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Independent Wealth Network Inc. | 8 | 8 | 0.13% | 0.24% | 0.32% | Q4 2021 | Q3 2023 | 8 |
ARS Wealth Advisors Group, LLC | 6 | 2 | 0.04% | 0.07% | 0.10% | Q3 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Richwood Investment Advisors, LLC | 8 | 8 | 0.28% | 0.38% | 0.49% | Q4 2021 | Q3 2023 | 8 |
BANK OF NOVA SCOTIA TRUST CO | 7 | 1 | 0.00% | 0.06% | 0.18% | Q3 2013 | Q3 2017 | 8 |
Absolute Return Capital, LLC | 8 | 8 | 0.04% | 0.06% | 0.10% | Q2 2013 | Q1 2015 | 8 |
Factorial Partners, LLC | 8 | 8 | 0.25% | 0.51% | 0.73% | Q1 2021 | Q4 2022 | 8 |
AIA Group Ltd | 8 | 8 | 0.01% | 0.03% | 0.08% | Q2 2021 | Q1 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.01% | 0.03% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Burleson & Company, LLC | 8 | 8 | 0.02% | 0.02% | 0.04% | Q1 2021 | Q4 2022 | 8 |
F3Logic, LLC | 5 | 3 | 0.04% | 0.31% | 0.73% | Q4 2018 | Q3 2021 | 8 |
Mystic Asset Management, Inc. | 8 | 8 | 0.47% | 0.58% | 0.64% | Q4 2021 | Q3 2023 | 8 |
M. Kulyk & Associates, LLC | 8 | 8 | 0.05% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Vestmark Advisory Solutions, Inc. | 8 | 8 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q2 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.12% | 0.16% | 0.19% | Q4 2021 | Q3 2023 | 8 |
BHF Kleinwort Benson Group S.A. | 8 | 8 | 0.01% | 0.18% | 1.18% | Q4 2013 | Q3 2015 | 8 |
DB Fitzpatrick & Co, Inc | 8 | 8 | 1.12% | 1.53% | 1.80% | Q4 2021 | Q3 2023 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.13% | 0.13% | 0.14% | Q4 2014 | Q3 2016 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Heritage Wealth Advisors | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
TRIAD FINANCIAL ADVISORS, INC. | 8 | 8 | 0.14% | 0.16% | 0.18% | Q4 2021 | Q3 2023 | 8 |
TWIN CAPITAL MANAGEMENT INC | 4 | 1 | 0.03% | 0.07% | 0.09% | Q4 2015 | Q3 2018 | 8 |
Doyle Wealth Management | 5 | 1 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2022 | 7 |
Visium Asset Management, LP | 6 | 1 | 0.00% | 0.06% | 0.27% | Q4 2013 | Q1 2016 | 7 |
Gladstone Institutional Advisory LLC | 7 | 7 | 0.03% | 0.20% | 0.41% | Q1 2022 | Q3 2023 | 7 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3 | 1 | 0.00% | 0.14% | 0.66% | Q2 2017 | Q1 2021 | 7 |
Athena Investment Management | 7 | 7 | 0.92% | 1.02% | 1.12% | Q1 2022 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.02% | 0.04% | 0.10% | Q2 2013 | Q4 2014 | 7 |
Private Ocean, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 7 |
Dakota Wealth Management | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
KINGS POINT CAPITAL MANAGEMENT | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 7 |
Cognios Capital, LLC | 7 | 7 | 0.00% | 0.58% | 0.85% | Q1 2019 | Q3 2020 | 7 |
Procyon Advisors, LLC | 4 | 3 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q2 2019 | 7 |
Hanlon Investment Management, Inc. | 7 | 7 | 0.05% | 0.09% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Hamilton Capital, LLC | 6 | 1 | 0.01% | 0.04% | 0.16% | Q4 2019 | Q3 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 7 |
Cypress Wealth Advisors LLC | 7 | 7 | 0.12% | 0.14% | 0.16% | Q3 2015 | Q1 2017 | 7 |
RWA WEALTH PARTNERS, LLC | 5 | 1 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q4 2019 | 7 |
TCF National Bank | 7 | 7 | 0.08% | 0.12% | 0.16% | Q3 2019 | Q1 2021 | 7 |
Baader Bank Aktiengesellschaft | 7 | 7 | 0.03% | 0.05% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Waverton Investment Management Ltd | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q3 2019 | 7 |
MENDON CAPITAL ADVISORS CORP | 3 | 1 | 0.14% | 0.46% | 1.07% | Q2 2016 | Q3 2018 | 7 |
Ramsay, Stattman, Vela & Price, Inc. | 7 | 7 | 2.16% | 2.63% | 2.95% | Q2 2013 | Q4 2014 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.08% | 0.09% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
RONALD BLUE & CO LLC | 5 | 1 | 0.02% | 0.03% | 0.05% | Q1 2014 | Q2 2017 | 7 |
TODD ASSET MANAGEMENT LLC | 5 | 1 | 0.01% | 0.80% | 1.15% | Q2 2013 | Q1 2019 | 7 |
Kames Capital Management Ltd | 7 | 7 | 1.35% | 1.67% | 2.03% | Q2 2013 | Q4 2014 | 7 |
Waldron Private Wealth LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 5 | 2 | 0.13% | 0.15% | 0.17% | Q2 2013 | Q1 2017 | 7 |
CETERA INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.39% | 0.51% | 0.58% | Q4 2015 | Q2 2017 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
NATIONAL PENN INVESTORS TRUST CO /PA | 7 | 7 | 0.02% | 0.22% | 0.48% | Q2 2013 | Q4 2014 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
EMERSON INVESTMENT MANAGEMENT, LLC | 7 | 7 | 1.09% | 1.35% | 1.58% | Q2 2013 | Q4 2014 | 7 |
SeaBridge Investment Advisors LLC | 7 | 7 | 0.11% | 0.14% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Epoch Investment Partners, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Continuum Advisory, LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
BTC Capital Management, Inc. | 4 | 3 | 0.03% | 0.05% | 0.09% | Q1 2019 | Q2 2021 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.01% | 0.06% | 0.14% | Q2 2018 | Q1 2020 | 7 |
Arlington Partners LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 7 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 4 | 1 | 0.05% | 0.16% | 0.48% | Q2 2015 | Q1 2020 | 7 |
Elite Wealth Management, Inc. | 7 | 7 | 0.10% | 0.12% | 0.16% | Q1 2013 | Q3 2014 | 7 |
Dominick & Dominick LLC | 7 | 7 | 0.34% | 0.46% | 0.60% | Q2 2013 | Q4 2014 | 7 |
Wagner Wealth Management, LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2022 | 7 |
Dana Investment Advisors, Inc. | 6 | 1 | 0.02% | 0.09% | 0.44% | Q4 2016 | Q3 2023 | 7 |
Point72 Asset Management, L.P. | 2 | 1 | 0.00% | 0.05% | 0.25% | Q4 2018 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Broderick Brian C | 7 | 7 | 0.12% | 0.18% | 0.25% | Q1 2016 | Q3 2017 | 7 |
Matrix Trust Co | 7 | 7 | 0.08% | 0.28% | 0.42% | Q1 2022 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.06% | 0.09% | 0.12% | Q2 2013 | Q4 2014 | 7 |
Peachtree Investment Advisors, Inc. | 7 | 7 | 0.14% | 0.16% | 0.17% | Q4 2013 | Q2 2015 | 7 |
Integrated Wealth Management | 7 | 7 | 0.02% | 0.02% | 0.04% | Q1 2015 | Q3 2016 | 7 |
COMPTON CAPITAL MANAGEMENT INC /RI | 7 | 7 | 0.05% | 0.09% | 0.10% | Q1 2018 | Q3 2019 | 7 |
Sunflower Bank, N.A. | 7 | 7 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q2 2022 | 7 |
Bellwether Advisors, LLC | 7 | 7 | 0.00% | 0.06% | 0.16% | Q1 2021 | Q3 2022 | 7 |
Alaska Permanent Fund Corp | 7 | 7 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q1 2022 | 7 |
OAKMONT Corp | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Hefty Wealth Partners | 7 | 7 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q1 2018 | 7 |
Railway Pension Investments Ltd | 4 | 3 | 0.06% | 0.18% | 0.32% | Q4 2018 | Q3 2023 | 7 |
Tuttle Capital Management, LLC | 5 | 2 | 0.33% | 0.69% | 1.47% | Q3 2017 | Q2 2019 | 7 |
Newbridge Financial Services Group, Inc. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 7 |
Highview Capital Management LLC/DE/ | 7 | 7 | 0.46% | 0.61% | 0.70% | Q1 2022 | Q3 2023 | 7 |
Buffington Mohr McNeal | 4 | 1 | 0.04% | 0.06% | 0.06% | Q1 2019 | Q3 2023 | 7 |
Householder Group Estate & Retirement Specialist, LLC | 6 | 1 | 0.17% | 0.28% | 0.84% | Q4 2021 | Q3 2023 | 7 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2021 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 1 | 0.00% | 0.02% | 0.08% | Q2 2019 | Q3 2023 | 7 |
EAGLE ROCK INVESTMENT COMPANY, LLC | 5 | 2 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 7 |
Trust Co | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 7 |
Brookfield Asset Management | 3 | 1 | 0.00% | 0.03% | 0.07% | Q3 2020 | Q1 2023 | 7 |
AlphaCentric Advisors LLC | 4 | 3 | 0.04% | 0.12% | 0.28% | Q2 2021 | Q3 2023 | 7 |
Linker Capital Management Inc. | 7 | 7 | 3.72% | 4.57% | 5.47% | Q4 2021 | Q2 2023 | 7 |
TRAN CAPITAL MANAGEMENT, L.P. | 7 | 7 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
PHILADELPHIA TRUST CO | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
First Western Trust Bank | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
MONETA GROUP INVESTMENT ADVISORS LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 7 |
Beaird Harris Wealth Management, LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Waverly Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 7 |
1st Global Advisors, Inc. | 7 | 7 | 0.16% | 0.23% | 0.28% | Q2 2013 | Q4 2014 | 7 |
Gould Capital, LLC | 6 | 1 | 0.01% | 1.89% | 2.60% | Q4 2021 | Q3 2023 | 7 |
Corbenic Partners LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q1 2017 | 7 |
Schoolcraft Capital LLC | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Princeton Portfolio Strategies Group LLC | 3 | 1 | 0.06% | 0.09% | 0.14% | Q1 2014 | Q2 2017 | 7 |
SYMPHONY ASSET MANAGEMENT LLC | 4 | 1 | 0.11% | 0.21% | 0.28% | Q2 2016 | Q4 2018 | 7 |
NumerixS Investment Technologies Inc | 3 | 1 | 0.09% | 0.15% | 0.24% | Q3 2016 | Q1 2020 | 7 |
WOODMONT INVESTMENT COUNSEL LLC | 7 | 7 | 0.13% | 0.15% | 0.18% | Q1 2022 | Q3 2023 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.43% | 0.50% | 0.54% | Q2 2013 | Q4 2014 | 7 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 7 | 7 | 0.01% | 0.06% | 0.13% | Q1 2014 | Q3 2015 | 7 |
Oxbow Advisors, LLC | 7 | 7 | 0.23% | 0.32% | 0.40% | Q4 2016 | Q2 2018 | 7 |
Advisors Preferred, LLC | 2 | 1 | 0.01% | 0.40% | 1.33% | Q4 2017 | Q2 2023 | 7 |
ZWEIG ADVISERS LLC | 7 | 7 | 1.49% | 1.69% | 1.79% | Q2 2013 | Q4 2014 | 7 |
EHP Funds Inc. | 7 | 7 | 0.05% | 0.30% | 0.63% | Q1 2022 | Q3 2023 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q4 2014 | 7 |
Vigilant Capital Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2020 | 7 |
Fisher Asset Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
CFS Investment Advisory Services, LLC | 4 | 1 | 0.16% | 0.29% | 0.41% | Q4 2020 | Q3 2023 | 6 |
Bath Savings Trust Co | 4 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.15% | 0.18% | 0.19% | Q2 2013 | Q3 2014 | 6 |
Verity Asset Management, Inc. | 3 | 1 | 0.20% | 0.41% | 0.72% | Q1 2015 | Q3 2022 | 6 |
WELD CAPITAL MANAGEMENT LLC | 4 | 2 | 0.04% | 0.41% | 1.13% | Q2 2019 | Q2 2021 | 6 |
Lloyds Banking Group plc | 6 | 6 | 0.03% | 0.11% | 0.16% | Q2 2013 | Q3 2014 | 6 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 1 | 0.03% | 0.26% | 0.44% | Q4 2021 | Q3 2023 | 6 |
Ackerman Capital Advisors, LLC | 6 | 6 | 0.14% | 1.14% | 2.14% | Q3 2018 | Q4 2019 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
SS&H Financial Advisors, Inc. | 5 | 1 | 0.77% | 0.88% | 1.05% | Q1 2022 | Q3 2023 | 6 |
M Holdings Securities, Inc. | 5 | 1 | 0.02% | 0.03% | 0.06% | Q1 2019 | Q1 2023 | 6 |
MARTINGALE ASSET MANAGEMENT L P | 2 | 1 | 0.00% | 0.06% | 0.19% | Q3 2013 | Q4 2017 | 6 |
VILLERE ST DENIS J & CO LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q4 2014 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
DAGCO, INC. | 6 | 6 | 0.48% | 0.70% | 0.84% | Q4 2018 | Q1 2020 | 6 |
SpiderRock Advisors, LLC | 3 | 1 | 0.01% | 0.08% | 0.39% | Q1 2017 | Q2 2020 | 6 |
Berkeley Capital Partners, LLC | 6 | 6 | 0.26% | 0.29% | 0.32% | Q2 2022 | Q3 2023 | 6 |
FRONTIER INVESTMENT MGMT CO | 5 | 1 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q2 2020 | 6 |
FIRST CITIZENS BANCORPORATION INC | 6 | 6 | 0.22% | 0.27% | 0.32% | Q3 2013 | Q4 2014 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.05% | 0.08% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Czech National Bank | 6 | 6 | 0.10% | 0.11% | 0.13% | Q3 2022 | Q4 2023 | 6 |
LBA Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2017 | 6 |
Retirement Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 6 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 4 | 2 | 0.03% | 0.18% | 0.46% | Q4 2013 | Q4 2022 | 6 |
STOCK YARDS BANK & TRUST CO | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.06% | 0.19% | 0.61% | Q3 2014 | Q1 2017 | 6 |
Saiers Capital, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2015 | 6 |
Bangor Savings Bank | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
KEELEY ASSET MANAGEMENT CORP | 6 | 6 | 0.04% | 0.05% | 0.05% | Q3 2013 | Q4 2014 | 6 |
ASPIRIANT HOLDINGS S3, LLC | 6 | 6 | 0.09% | 0.27% | 0.43% | Q2 2013 | Q3 2014 | 6 |
Accel Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
WFA of San Diego, LLC | 2 | 1 | 0.08% | 0.10% | 0.12% | Q3 2021 | Q3 2023 | 6 |
Jump Financial, LLC | 4 | 1 | 0.02% | 0.04% | 0.08% | Q4 2020 | Q3 2023 | 6 |
CHICAGO TRUST Co NA | 6 | 6 | 0.11% | 0.12% | 0.14% | Q2 2022 | Q3 2023 | 6 |
Laidlaw Wealth Management LLC | 6 | 6 | 0.05% | 0.10% | 0.14% | Q1 2022 | Q2 2023 | 6 |
BRYN MAWR CAPITAL MANAGEMENT INC | 3 | 1 | 0.23% | 0.58% | 1.06% | Q3 2013 | Q3 2015 | 6 |
SteelPeak Wealth, LLC | 6 | 6 | 0.07% | 0.14% | 0.18% | Q2 2022 | Q3 2023 | 6 |
CLEARBRIDGE, LLC | 6 | 6 | 0.01% | 0.11% | 0.18% | Q2 2017 | Q3 2018 | 6 |
SEI TRUST CO | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Kernodle & Katon Asset Management Group, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q1 2017 | 6 |
Sustainable Insight Capital Management, LLC | 5 | 1 | 0.98% | 1.82% | 3.43% | Q1 2021 | Q2 2023 | 6 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.04% | 0.20% | 0.44% | Q4 2020 | Q2 2023 | 6 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 3 | 1 | 0.05% | 0.08% | 0.11% | Q1 2019 | Q1 2023 | 6 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 6 | 6 | 0.04% | 0.06% | 0.09% | Q4 2015 | Q1 2017 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.04% | 0.07% | 0.17% | Q2 2022 | Q3 2023 | 6 |
WINTRUST INVESTMENTS LLC | 4 | 1 | 0.02% | 0.10% | 0.30% | Q1 2017 | Q3 2023 | 6 |
TAYLOR ASSET MANAGEMENT INC | 6 | 6 | 0.03% | 0.08% | 0.13% | Q3 2014 | Q4 2015 | 6 |
Goodman Financial Corp | 6 | 6 | 2.76% | 2.93% | 3.09% | Q2 2013 | Q3 2014 | 6 |
Acrospire Investment Management LLC | 6 | 6 | 0.04% | 0.07% | 0.12% | Q1 2016 | Q2 2017 | 6 |
WOLFF WIESE MAGANA LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.02% | 0.18% | 0.23% | Q3 2016 | Q4 2017 | 6 |
Birch Capital Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
Cascade Investment Advisors, Inc. | 5 | 1 | 1.11% | 1.20% | 1.29% | Q2 2016 | Q4 2017 | 6 |
Graves Light Lenhart Wealth, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Jump Trading, LLC | 2 | 2 | 0.00% | 0.04% | 0.14% | Q4 2013 | Q1 2014 | 6 |
Dorsey Wright & Associates | 4 | 2 | 0.63% | 0.82% | 1.02% | Q1 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2019 | 6 |
Shilanski & Associates, Inc. | 4 | 2 | 0.47% | 0.54% | 0.63% | Q1 2022 | Q3 2023 | 6 |
INVESTMENT CENTERS OF AMERICA INC | 3 | 1 | 0.02% | 0.05% | 0.13% | Q3 2013 | Q1 2017 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.06% | 0.06% | 0.08% | Q4 2017 | Q1 2019 | 6 |
Community Financial Services Group, LLC | 4 | 2 | 0.00% | 0.06% | 0.09% | Q4 2014 | Q1 2019 | 6 |
Horizons Wealth Management | 6 | 6 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Waterfront Wealth Inc. | 5 | 1 | 0.07% | 0.08% | 0.08% | Q1 2022 | Q3 2023 | 6 |
GOFEN & GLOSSBERG LLC /IL/ | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2017 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.15% | 0.17% | 0.19% | Q2 2022 | Q3 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Te Ahumairangi Investment Management Ltd | 6 | 6 | 0.31% | 0.57% | 0.80% | Q3 2020 | Q4 2021 | 6 |
Cornerstone Advisors, LLC | 3 | 1 | 0.06% | 0.16% | 0.26% | Q4 2019 | Q3 2023 | 6 |
United Capital Management of KS, Inc. | 6 | 6 | 0.75% | 0.91% | 0.99% | Q3 2018 | Q4 2019 | 6 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 6 | 6 | 0.09% | 0.11% | 0.14% | Q4 2021 | Q1 2023 | 6 |
NICOLET ADVISORY SERVICES, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q1 2023 | 6 |
Parametrica Management Ltd | 4 | 1 | 0.11% | 0.34% | 0.96% | Q4 2013 | Q1 2020 | 6 |
PDT Partners, LLC | 2 | 1 | 0.03% | 0.13% | 0.38% | Q2 2013 | Q1 2018 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Ally Financial Inc. | 5 | 1 | 0.30% | 0.53% | 0.77% | Q2 2013 | Q1 2015 | 6 |
Royal Fund Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 6 |
Maryland Capital Management | 6 | 6 | 0.06% | 2.14% | 2.63% | Q2 2013 | Q3 2014 | 6 |
Legacy Bridge, LLC | 6 | 6 | 0.03% | 0.16% | 0.24% | Q4 2018 | Q1 2020 | 6 |
Merit Financial Group, LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
American Financial Advisors, LLC | 3 | 1 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 6 |
Kemnay Advisory Services Inc. | 6 | 6 | 0.24% | 0.43% | 0.58% | Q4 2017 | Q1 2019 | 6 |
Airain ltd | 3 | 1 | 0.04% | 0.38% | 0.63% | Q1 2014 | Q1 2017 | 6 |
Iron Horse Wealth Management, LLC | 4 | 2 | 0.00% | 0.04% | 0.11% | Q1 2022 | Q3 2023 | 6 |
Parametric Risk Advisors LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.02% | 0.13% | 0.29% | Q2 2013 | Q1 2018 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2015 | 6 |
FAYEZ SAROFIM & CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
Perigon Wealth Management, LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 6 |
Crosspoint Capital Strategies, LLC | 5 | 1 | 0.04% | 0.06% | 0.11% | Q4 2013 | Q3 2015 | 6 |
Steward Financial Group LLC | 6 | 6 | 0.01% | 0.16% | 0.27% | Q2 2022 | Q3 2023 | 6 |
Granite Investment Advisors, LLC | 6 | 6 | 0.21% | 0.22% | 0.23% | Q2 2020 | Q3 2021 | 6 |
MorganRosel Wealth Management, LLC | 4 | 2 | 0.33% | 0.53% | 0.67% | Q1 2019 | Q2 2023 | 6 |
SIMON QUICK ADVISORS, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 6 |
Enterprise Trust & Investment Co | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2021 | 5 |
Strong Tower Advisory Services | 5 | 5 | 0.62% | 0.65% | 0.71% | Q3 2021 | Q3 2022 | 5 |
InterOcean Capital Group, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 5 |
Legal Advantage Investments, Inc. | 5 | 5 | 0.19% | 0.21% | 0.24% | Q3 2022 | Q3 2023 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q1 2021 | 5 |
J.W. COLE ADVISORS, INC. | 4 | 1 | 0.02% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 5 |
TriaGen Wealth Management LLC | 4 | 1 | 0.10% | 0.12% | 0.13% | Q1 2022 | Q3 2023 | 5 |
Center For Asset Management LLC | 2 | 1 | 0.20% | 0.33% | 0.51% | Q4 2021 | Q3 2023 | 5 |
Manifold Partners, LLC | 5 | 5 | 2.09% | 2.88% | 3.54% | Q2 2013 | Q2 2014 | 5 |
True Link Financial Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
MOODY LYNN & LIEBERSON, LLC | 3 | 1 | 0.21% | 0.90% | 1.93% | Q2 2013 | Q3 2023 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q2 2014 | 5 |
AIMZ Investment Advisors, LLC | 2 | 1 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 5 |
NorthRock Partners, LLC | 4 | 1 | 0.02% | 0.03% | 0.08% | Q4 2018 | Q3 2023 | 5 |
BEACON FINANCIAL GROUP | 5 | 5 | 0.07% | 0.09% | 0.11% | Q4 2016 | Q4 2017 | 5 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 5 |
PEOPLES FINANCIAL SERVICES CORP. | 5 | 5 | 0.05% | 0.06% | 0.07% | Q1 2019 | Q1 2020 | 5 |
Princeton Alpha Management LP | 4 | 1 | 0.06% | 0.32% | 0.54% | Q4 2013 | Q2 2016 | 5 |
StoneX Group Inc. | 3 | 2 | 0.10% | 0.16% | 0.27% | Q2 2022 | Q3 2023 | 5 |
Virtus ETF Advisers LLC | 4 | 1 | 0.01% | 0.09% | 0.44% | Q2 2019 | Q1 2023 | 5 |
TRUE Private Wealth Advisors | 4 | 1 | 0.00% | 0.05% | 0.06% | Q4 2017 | Q2 2019 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.10% | 0.25% | 0.33% | Q4 2016 | Q4 2017 | 5 |
MOSELEY INVESTMENT MANAGEMENT INC | 5 | 5 | 0.14% | 0.17% | 0.19% | Q3 2022 | Q3 2023 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q2 2014 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.02% | 0.26% | 0.64% | Q4 2017 | Q4 2018 | 5 |
Polaris Wealth Advisory Group, LLC | 3 | 1 | 0.00% | 0.26% | 0.49% | Q2 2013 | Q3 2018 | 5 |
US FINANCIAL ADVISORS, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2015 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q4 2021 | 5 |
DILLON & ASSOCIATES INC | 4 | 1 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 5 |
Carlson Capital Management | 3 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 5 |
Delphi Private Advisors LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 5 |
Transform Wealth, LLC | 5 | 5 | 0.62% | 0.69% | 0.78% | Q1 2019 | Q1 2020 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.05% | 0.06% | 0.06% | Q3 2022 | Q3 2023 | 5 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 4 | 1 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 5 |
SUN LIFE FINANCIAL INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2021 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.14% | 0.15% | 0.16% | Q2 2015 | Q2 2016 | 5 |
Ohio National Investments, Inc. | 4 | 1 | 0.11% | 0.11% | 0.11% | Q3 2014 | Q1 2016 | 5 |
PRIVATE CAPITAL MANAGEMENT INC | 5 | 5 | 0.17% | 0.20% | 0.23% | Q4 2015 | Q4 2016 | 5 |
Family Firm, Inc. | 5 | 5 | 0.53% | 0.76% | 1.32% | Q3 2022 | Q3 2023 | 5 |
Faithward Advisors, LLC | 3 | 2 | 0.05% | 0.09% | 0.18% | Q4 2019 | Q3 2023 | 5 |
Sather Financial Group Inc | 5 | 5 | 0.10% | 0.11% | 0.11% | Q2 2017 | Q2 2018 | 5 |
Lourd Capital, LLC | 5 | 5 | 0.43% | 0.65% | 0.92% | Q4 2017 | Q4 2018 | 5 |
Colonial Trust Advisors | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Kiwi Wealth Investments Limited Partnership | 5 | 5 | 0.20% | 0.27% | 0.32% | Q2 2016 | Q2 2017 | 5 |
RITHOLTZ WEALTH MANAGEMENT | 5 | 5 | 0.04% | 0.05% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Goelzer Investment Management, Inc. | 4 | 1 | 0.02% | 0.33% | 0.43% | Q1 2013 | Q4 2022 | 5 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 5 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 4 | 1 | 0.29% | 0.69% | 0.99% | Q2 2015 | Q4 2017 | 5 |
Founders Capital Management | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2018 | 5 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.03% | 0.17% | 0.65% | Q3 2020 | Q2 2023 | 5 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 5 | 5 | 0.22% | 0.75% | 1.25% | Q2 2013 | Q2 2014 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q2 2014 | 5 |
MD Financial Management Inc. | 5 | 5 | 0.00% | 0.05% | 0.08% | Q4 2020 | Q4 2021 | 5 |
One Wealth Advisors, LLC | 4 | 1 | 0.01% | 0.22% | 0.37% | Q2 2018 | Q4 2022 | 5 |
Ziegler Capital Management, LLC | 3 | 1 | 0.01% | 0.08% | 0.18% | Q2 2013 | Q4 2022 | 5 |
Camarda Financial Advisors, LLC | 5 | 5 | 0.48% | 0.54% | 0.59% | Q3 2017 | Q3 2018 | 5 |
Neo Ivy Capital Management | 2 | 1 | 0.07% | 0.35% | 0.93% | Q2 2019 | Q2 2021 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
QUANTRES ASSET MANAGEMENT Ltd | 2 | 1 | 0.14% | 0.24% | 0.47% | Q4 2015 | Q2 2018 | 5 |
Port Capital LLC | 3 | 2 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q3 2019 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.09% | 0.12% | 0.21% | Q2 2018 | Q2 2019 | 5 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2022 | 5 |
Price Wealth, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 5 |
Roble, Belko & Company, Inc | 5 | 5 | 0.03% | 0.03% | 0.06% | Q1 2015 | Q1 2016 | 5 |
Polar Asset Management Partners Inc. | 2 | 1 | 0.00% | 0.12% | 0.26% | Q4 2017 | Q4 2022 | 5 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2017 | 5 |
Opus Capital Group, LLC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q1 2014 | Q1 2015 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.05% | 0.09% | 0.14% | Q2 2013 | Q2 2014 | 5 |
CHILTON INVESTMENT CO INC. | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2014 | 5 |
HORIZON BANCORP INC /IN/ | 4 | 1 | 0.11% | 0.16% | 0.22% | Q4 2019 | Q4 2022 | 5 |
LILLEY & CO | 5 | 5 | 0.14% | 0.15% | 0.16% | Q2 2013 | Q2 2014 | 5 |
AFFINITY INVESTMENT ADVISORS, LLC | 3 | 2 | 0.03% | 0.61% | 1.50% | Q2 2015 | Q4 2016 | 5 |
CreativeOne Wealth, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q1 2022 | 5 |
BURNS J W & CO INC/NY | 5 | 5 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q2 2014 | 5 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.10% | 0.38% | 0.67% | Q1 2020 | Q1 2023 | 5 |
Campbell & CO Investment Adviser LLC | 4 | 1 | 0.07% | 0.13% | 0.17% | Q1 2019 | Q3 2020 | 5 |
GLOBE LIFE INC. | 5 | 5 | 2.16% | 2.84% | 3.20% | Q2 2013 | Q2 2014 | 5 |
FORA Capital, LLC | 3 | 1 | 0.04% | 0.12% | 0.20% | Q4 2019 | Q4 2022 | 5 |
Carnegie Capital Asset Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 5 |
Machina Capital S.A.S. | 2 | 1 | 0.12% | 0.35% | 0.80% | Q3 2019 | Q2 2023 | 5 |
Long Wharf Investors, Inc. | 5 | 5 | 0.38% | 0.44% | 0.49% | Q2 2013 | Q2 2014 | 5 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 4 | 1 | 0.01% | 0.04% | 0.07% | Q2 2020 | Q4 2022 | 5 |
Cypress Capital Management LLC (WY) | 5 | 5 | 0.02% | 0.02% | 0.04% | Q4 2017 | Q4 2018 | 5 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 5 | 5 | 0.01% | 0.20% | 0.57% | Q1 2016 | Q1 2017 | 5 |
abrdn Investment Management Ltd | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2014 | 5 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 5 | 5 | 0.68% | 0.77% | 0.89% | Q2 2018 | Q2 2019 | 5 |
First Personal Financial Services | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q3 2020 | 5 |
FCF Advisors LLC | 3 | 2 | 0.26% | 0.76% | 1.07% | Q4 2014 | Q4 2023 | 5 |
Baron Wealth Management LLC | 5 | 5 | 0.16% | 0.18% | 0.20% | Q4 2022 | Q4 2023 | 5 |
Banyan Partners, LLC | 4 | 1 | 0.58% | 0.81% | 1.42% | Q2 2013 | Q3 2014 | 5 |
RHS Financial, LLC | 5 | 5 | 0.65% | 0.77% | 0.86% | Q4 2018 | Q4 2019 | 5 |
Greystone Managed Investments Inc. | 5 | 5 | 0.46% | 0.52% | 0.55% | Q2 2013 | Q2 2014 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.07% | 0.11% | 0.14% | Q3 2022 | Q3 2023 | 5 |
JACOBS & CO/CA | 5 | 5 | 0.03% | 0.06% | 0.09% | Q3 2022 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
LMCG INVESTMENTS, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2014 | 5 |
PRIVATE ASSET MANAGEMENT INC | 4 | 1 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 5 |
TRADITION ASSET MANAGEMENT LLC | 5 | 5 | 0.07% | 0.11% | 0.15% | Q2 2019 | Q2 2020 | 5 |
W.H. Cornerstone Investments Inc. | 5 | 5 | 0.59% | 0.64% | 0.69% | Q3 2022 | Q3 2023 | 5 |
Legend Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Tradewinds, LLC. | 3 | 2 | 0.20% | 0.21% | 0.22% | Q2 2022 | Q3 2023 | 5 |
Relyea Zuckerberg Hanson LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
apricus wealth, LLC | 4 | 1 | 0.20% | 0.21% | 0.24% | Q1 2022 | Q3 2023 | 5 |
EMERALD ADVISERS, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
Apeiron RIA LLC | 4 | 1 | 0.10% | 0.11% | 0.14% | Q1 2022 | Q3 2023 | 5 |
NIXON PEABODY TRUST CO | 5 | 5 | 0.45% | 0.68% | 0.98% | Q4 2015 | Q4 2016 | 5 |
Consolidated Planning Corp | 4 | 1 | 0.03% | 0.07% | 0.14% | Q3 2021 | Q3 2023 | 5 |
APPLETON PARTNERS INC/MA | 5 | 5 | 0.13% | 0.16% | 0.17% | Q2 2013 | Q2 2014 | 5 |
JMAC ENTERPRISES LLC | 5 | 5 | 0.13% | 0.16% | 0.19% | Q4 2021 | Q4 2022 | 5 |
Stiles Financial Services Inc | 4 | 1 | 0.10% | 0.12% | 0.13% | Q1 2022 | Q3 2023 | 5 |
Lowell Blake & Associates Inc. | 4 | 1 | 0.07% | 0.12% | 0.29% | Q4 2019 | Q3 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.61% | 0.76% | 0.99% | Q1 2015 | Q1 2016 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.05% | 0.09% | 0.12% | Q2 2013 | Q2 2014 | 5 |
Badgley Phelps Wealth Managers, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 5 |
OAK HILL WEALTH ADVISORS, LLC | 4 | 4 | 0.58% | 0.62% | 0.68% | Q4 2022 | Q3 2023 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 0.56% | 0.60% | 0.65% | Q4 2022 | Q3 2023 | 4 |
Westover Capital Advisors, LLC | 4 | 4 | 0.96% | 1.06% | 1.12% | Q2 2013 | Q1 2014 | 4 |
JBJ Investment Partners, LLC | 3 | 1 | 0.04% | 0.04% | 0.05% | Q1 2019 | Q4 2021 | 4 |
Invictus RG | 2 | 1 | 0.04% | 0.16% | 0.27% | Q3 2016 | Q1 2018 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.07% | 0.09% | 0.15% | Q4 2022 | Q3 2023 | 4 |
STUDIO INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.01% | 0.06% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.22% | 0.34% | 0.47% | Q2 2013 | Q1 2014 | 4 |
LMG Wealth Partners, LLC | 4 | 4 | 1.52% | 1.63% | 1.72% | Q4 2022 | Q3 2023 | 4 |
Berger Financial Group, Inc | 4 | 4 | 0.61% | 0.65% | 0.75% | Q1 2022 | Q4 2022 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
IAG Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Greenfield Savings Bank | 3 | 1 | 0.14% | 0.15% | 0.15% | Q4 2022 | Q4 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Leading Edge Financial Planning LLC | 4 | 4 | 0.18% | 0.20% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Valentine Capital Asset Management, Inc. | 4 | 4 | 0.39% | 0.42% | 0.52% | Q4 2011 | Q3 2012 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 4 |
Kore Private Wealth LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2020 | 4 |
TOWNSQUARE CAPITAL LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
INVICTUS PRIVATE WEALTH, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Sullivan, Bruyette, Speros & Blaney, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 4 |
BRADY FAMILY WEALTH, LLC | 4 | 4 | 0.60% | 0.67% | 0.75% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2021 | 4 |
Etesian Wealth Advisors, Inc. | 4 | 4 | 0.55% | 0.59% | 0.66% | Q4 2022 | Q3 2023 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2018 | 4 |
Hoxton Financial, Inc. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2014 | 4 |
Drake & Associates, LLC | 4 | 4 | 0.14% | 0.18% | 0.22% | Q2 2022 | Q1 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
XTX Topco Ltd | 3 | 1 | 0.11% | 0.16% | 0.24% | Q3 2021 | Q3 2022 | 4 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 4 | 4 | 0.16% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Astoria Portfolio Advisors LLC. | 4 | 4 | 0.15% | 0.18% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.09% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Portfolio Strategies, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.09% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.07% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 4 |
EPACRIA CAPITAL PARTNERS, LLC | 4 | 4 | 0.43% | 0.45% | 0.48% | Q4 2022 | Q3 2023 | 4 |
ALPS ADVISORS INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2014 | 4 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.01% | 0.09% | 0.19% | Q2 2020 | Q3 2023 | 4 |
Truvestments Capital LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q3 2019 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 4 |
GlobalBridge, Inc. | 4 | 4 | 0.14% | 0.15% | 0.16% | Q2 2013 | Q1 2014 | 4 |
BRIGHTON JONES LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
ROTHSCHILD INVESTMENT LLC /IL | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q3 2016 | 4 |
Salient Capital Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.03% | Q2 2014 | Q3 2016 | 4 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 4 | 4 | 0.01% | 0.25% | 0.45% | Q2 2013 | Q1 2014 | 4 |
P.R. Herzig & Co. Inc. | 4 | 4 | 0.59% | 1.63% | 2.46% | Q2 2013 | Q1 2014 | 4 |
Capital Square, LLC | 4 | 4 | 0.33% | 0.39% | 0.46% | Q1 2020 | Q4 2020 | 4 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2016 | Q3 2017 | 4 |
Man Investments Ltd | 4 | 4 | 0.06% | 0.13% | 0.21% | Q3 2013 | Q2 2014 | 4 |
AVIANCE CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
Hudson Bay Capital Management LP | 2 | 1 | 0.02% | 0.05% | 0.09% | Q2 2016 | Q2 2023 | 4 |
Echo Street Capital Management LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2022 | 4 |
FIRST HORIZON CORP | 3 | 1 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q2 2021 | 4 |
WestEnd Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Hayden Royal, LLC | 3 | 1 | 0.12% | 0.16% | 0.26% | Q4 2018 | Q1 2020 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Wakefield Asset Management LLLP | 3 | 1 | 1.02% | 1.18% | 1.38% | Q4 2019 | Q3 2023 | 4 |
Winthrop Partners - WNY, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.03% | 0.05% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Paradiem, LLC | 4 | 4 | 1.43% | 1.52% | 1.58% | Q4 2020 | Q3 2021 | 4 |
Burns Matteson Capital Management, LLC | 4 | 4 | 0.24% | 0.36% | 0.50% | Q1 2021 | Q4 2021 | 4 |
FDO Partners, LLC | 2 | 2 | 0.16% | 0.48% | 0.69% | Q4 2015 | Q1 2017 | 4 |
Cypress Capital Group | 2 | 2 | 0.03% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 4 |
Prime Capital Investment Advisors, LLC | 3 | 1 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 4 |
XR Securities LLC | 2 | 2 | 0.00% | 0.08% | 0.29% | Q3 2018 | Q4 2018 | 4 |
6 Meridian | 4 | 4 | 0.05% | 0.05% | 0.06% | Q1 2018 | Q4 2018 | 4 |
Spectrum Management Group, LLC | 3 | 1 | 0.00% | 0.03% | 0.04% | Q4 2013 | Q4 2018 | 4 |
BUILDER INVESTMENT GROUP INC /ADV | 4 | 4 | 0.59% | 0.64% | 0.74% | Q4 2022 | Q3 2023 | 4 |
Bowling Portfolio Management LLC | 4 | 4 | 0.42% | 0.64% | 0.88% | Q1 2016 | Q4 2016 | 4 |
Financial Advocates Investment Management | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q3 2018 | 4 |
F&C Asset Management plc | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q1 2014 | 4 |
Ellsworth Advisors, LLC | 4 | 4 | 1.30% | 1.36% | 1.40% | Q2 2020 | Q1 2021 | 4 |
Exchange Capital Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2016 | 4 |
Day & Ennis, LLC | 2 | 1 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 4 |
HFG Advisors, Inc. | 4 | 4 | 0.28% | 0.44% | 0.61% | Q4 2022 | Q3 2023 | 4 |
Essex Financial Services, Inc. | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Pegasus Asset Management, Inc. | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Crestline Management, LP | 2 | 1 | 0.05% | 0.18% | 0.43% | Q4 2021 | Q3 2023 | 4 |
FMA ADVISORY INC | 3 | 1 | 0.00% | 0.24% | 0.34% | Q2 2013 | Q2 2015 | 4 |
Steinberg Global Asset Management | 4 | 4 | 0.09% | 0.09% | 0.10% | Q4 2013 | Q3 2014 | 4 |
COMERICA SECURITIES,INC. | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Stanley-Laman Group, Ltd. | 3 | 1 | 0.06% | 0.07% | 0.09% | Q1 2014 | Q4 2016 | 4 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 4 |
Power Corp of Canada | 4 | 4 | 0.48% | 0.88% | 1.19% | Q1 2022 | Q4 2022 | 4 |
First Farmers & Merchants Bank / Trust | 4 | 4 | 0.35% | 0.41% | 0.45% | Q4 2021 | Q3 2022 | 4 |
GAMCO INVESTORS, INC. ET AL | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Zions Trust, National Association | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2013 | Q3 2014 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q3 2022 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 4 |
Dominguez Wealth Management Solutions, Inc. | 4 | 4 | 1.48% | 1.62% | 1.77% | Q4 2022 | Q3 2023 | 4 |
City State Bank | 2 | 2 | 0.00% | 0.10% | 0.20% | Q4 2021 | Q3 2023 | 4 |
EP Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Goodwin Investment Advisory | 2 | 2 | 0.05% | 0.07% | 0.10% | Q1 2021 | Q4 2022 | 4 |
TITLEIST CAPITAL, LLC | 3 | 1 | 0.05% | 0.08% | 0.11% | Q4 2021 | Q4 2022 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q3 2021 | 4 |
ADVANCE CAPITAL I INC | 4 | 4 | 0.77% | 0.88% | 1.00% | Q2 2014 | Q1 2015 | 4 |
Pearl River Capital, LLC | 2 | 1 | 0.17% | 0.36% | 0.59% | Q2 2019 | Q4 2022 | 4 |
Prana Capital Management, LP | 1 | 1 | 0.90% | 2.70% | 6.59% | Q3 2019 | Q4 2021 | 4 |
CARDEROCK CAPITAL MANAGEMENT INC | 4 | 4 | 0.21% | 0.25% | 0.30% | Q3 2013 | Q2 2014 | 4 |
Invictus RG Pte. Ltd. | 3 | 1 | 0.01% | 0.06% | 0.18% | Q2 2013 | Q2 2015 | 4 |
Global Financial Private Capital, Inc | 3 | 1 | 0.00% | 0.03% | 0.05% | Q1 2018 | Q2 2019 | 4 |
HIGHLAND CAPITAL MANAGEMENT LP | 2 | 1 | 0.01% | 0.11% | 0.40% | Q2 2014 | Q3 2018 | 4 |
ARGENT TRUST COMPANY, N.A. | 4 | 4 | 0.08% | 0.16% | 0.19% | Q3 2013 | Q2 2014 | 4 |
Riverwater Partners LLC | 4 | 4 | 0.34% | 0.45% | 0.71% | Q4 2021 | Q3 2022 | 4 |
New Millennium Group LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q1 2023 | 4 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q1 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 4 |
Cutter & CO Brokerage, Inc. | 4 | 4 | 0.12% | 0.18% | 0.24% | Q1 2016 | Q4 2016 | 4 |
Capstone Financial Group, Inc. | 4 | 4 | 0.17% | 0.23% | 0.34% | Q4 2019 | Q3 2020 | 4 |
First Affirmative Financial Network | 3 | 1 | 0.25% | 0.27% | 0.29% | Q4 2022 | Q4 2023 | 4 |
ELEFANTE MICHAEL B | 4 | 4 | 0.04% | 0.07% | 0.09% | Q2 2013 | Q1 2014 | 4 |
HENNESSY ADVISORS INC | 4 | 4 | 0.31% | 0.36% | 0.44% | Q1 2022 | Q4 2022 | 4 |
Gillson Capital LP | 2 | 1 | 1.14% | 1.98% | 2.56% | Q2 2017 | Q2 2020 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.18% | 0.21% | 0.22% | Q4 2020 | Q3 2021 | 4 |
1834 INVESTMENT ADVISORS CO | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2019 | 4 |
MADISON INVESTMENT HOLDINGS INC | 4 | 4 | 0.01% | 0.18% | 0.25% | Q2 2016 | Q1 2017 | 4 |
Bank Pictet & Cie (Europe) AG | 4 | 4 | 0.11% | 0.15% | 0.18% | Q4 2013 | Q3 2014 | 4 |
MONETTA FINANCIAL SERVICES INC | 4 | 4 | 0.33% | 0.50% | 0.88% | Q4 2015 | Q3 2016 | 4 |
Souders Financial Advisors | 4 | 4 | 0.10% | 0.14% | 0.21% | Q1 2022 | Q4 2022 | 4 |
RAYNER & HAYNOR | 4 | 4 | 0.37% | 0.40% | 0.43% | Q4 2013 | Q3 2014 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Alley Co LLC | 4 | 4 | 1.67% | 1.79% | 1.87% | Q2 2013 | Q1 2014 | 4 |
BCR Wealth Strategies, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2022 | 4 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2014 | Q1 2015 | 4 |
Laraway Financial Advisors Inc | 3 | 1 | 0.20% | 0.23% | 0.27% | Q1 2022 | Q3 2023 | 4 |
Lokken Investment Group LLC | 4 | 4 | 0.15% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
JACKSON SQUARE CAPITAL, LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2020 | 4 |
SPECTRUM ADVISORY SERVICES INC | 4 | 4 | 0.18% | 0.19% | 0.20% | Q2 2013 | Q1 2014 | 4 |
BLUESTEIN R H & CO LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 4 |
Advisory Alpha, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 4 |
Copperwynd Financial, LLC | 4 | 4 | 0.10% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
IBEX WEALTH ADVISORS | 2 | 1 | 0.00% | 0.11% | 0.16% | Q4 2016 | Q3 2023 | 4 |
MMA ASSET MANAGEMENT LLC | 4 | 4 | 0.19% | 0.22% | 0.25% | Q1 2021 | Q4 2021 | 4 |
Boston Common Asset Management, LLC | 4 | 4 | 0.14% | 0.20% | 0.30% | Q2 2013 | Q1 2014 | 4 |
Wedmont Private Capital | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q2 2017 | 4 |
Strategic Global Advisors, LLC | 4 | 4 | 0.09% | 0.19% | 0.46% | Q4 2016 | Q3 2017 | 4 |
PERSONAL CFO SOLUTIONS, LLC | 3 | 1 | 0.04% | 0.05% | 0.07% | Q4 2019 | Q3 2023 | 4 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
GABELLI FUNDS LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q1 2014 | 4 |
Silicon Valley Capital Partners | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Columbia Asset Management | 4 | 4 | 0.10% | 0.15% | 0.25% | Q4 2013 | Q3 2014 | 4 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 4 |
Bach Option Ltd | 2 | 2 | 0.39% | 0.53% | 0.66% | Q1 2016 | Q2 2016 | 4 |
Advisor Resource Council | 3 | 1 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q2 2022 | 4 |
SRS Capital Advisors, Inc. | 4 | 4 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q4 2018 | 4 |
CWA Asset Management Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
BECK MACK & OLIVER LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2014 | 4 |
Capital Asset Advisory Services LLC | 2 | 1 | 0.05% | 0.07% | 0.09% | Q4 2019 | Q2 2021 | 4 |
PALLADIEM, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
ALPHASIMPLEX GROUP, LLC | 4 | 4 | 0.39% | 0.46% | 0.57% | Q1 2019 | Q4 2019 | 4 |
Cordasco Financial Network | 3 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q1 2019 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Elkhorn Investments, LLC | 4 | 4 | 1.07% | 1.13% | 1.18% | Q1 2017 | Q4 2017 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 4 |
Carmel Capital Partners, LLC | 4 | 4 | 0.12% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
RiverFront Investment Group, LLC | 4 | 4 | 0.38% | 0.58% | 1.05% | Q4 2008 | Q3 2009 | 4 |
Constellation Wealth Advisors, LLC | 4 | 4 | 0.06% | 0.11% | 0.15% | Q3 2014 | Q2 2015 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.15% | 0.23% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
361 CAPITAL LLC | 2 | 1 | 0.08% | 0.23% | 0.35% | Q2 2017 | Q1 2019 | 4 |
DoubleLine ETF Adviser LP | 4 | 4 | 0.19% | 0.23% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Nikko Asset Management Americas, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2017 | 4 |
New Hampshire Trust | 4 | 4 | 0.12% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.50% | 0.56% | 0.64% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.03% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
RDA Financial Network | 4 | 4 | 0.11% | 0.13% | 0.16% | Q2 2022 | Q1 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Forza Wealth Management, LLC | 4 | 4 | 0.69% | 0.84% | 0.99% | Q4 2022 | Q3 2023 | 4 |
Bernardo Wealth Planning LLC | 4 | 4 | 0.13% | 0.16% | 0.18% | Q1 2019 | Q4 2019 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.13% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
TFC Financial Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2018 | Q4 2018 | 3 |
Pegasus Partners Ltd. | 3 | 3 | 0.29% | 0.30% | 0.30% | Q2 2016 | Q4 2016 | 3 |
D. SCOTT NEAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2018 | 3 |
Bristlecone Advisors, LLC | 1 | 1 | 0.03% | 0.05% | 0.07% | Q3 2017 | Q4 2019 | 3 |
Alpine Global Management, LLC | 1 | 1 | 0.04% | 0.08% | 0.11% | Q4 2014 | Q2 2020 | 3 |
Cerebellum GP, LLC | 1 | 1 | 0.12% | 0.18% | 0.30% | Q4 2017 | Q2 2020 | 3 |
Lowe Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Schooner Investment Group, LLC. | 2 | 1 | 0.15% | 0.33% | 0.67% | Q3 2013 | Q3 2015 | 3 |
Quantamental Technologies LLC | 1 | 1 | 0.14% | 0.29% | 0.52% | Q1 2020 | Q1 2023 | 3 |
Diametric Capital, LP | 2 | 1 | 0.15% | 0.61% | 1.41% | Q1 2021 | Q4 2022 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Crabel Capital Management, LLC | 2 | 1 | 0.20% | 0.23% | 0.26% | Q1 2019 | Q4 2019 | 3 |
MKD WEALTH COACHES, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q4 2018 | Q2 2019 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2018 | Q3 2018 | 3 |
Tibra Equities Europe Ltd | 1 | 1 | 0.08% | 0.25% | 0.55% | Q1 2019 | Q3 2020 | 3 |
Midwest Professional Planners, LTD. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Bluefin Trading, LLC | 1 | 1 | 0.02% | 0.04% | 0.07% | Q3 2013 | Q4 2019 | 3 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.03% | 0.08% | 0.13% | Q1 2017 | Q4 2019 | 3 |
Sarasin & Partners LLP | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2013 | Q2 2014 | 3 |
Oak Thistle LLC | 2 | 1 | 0.25% | 0.36% | 0.55% | Q1 2022 | Q1 2023 | 3 |
Full Sail Capital, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
RIVER GLOBAL INVESTORS LLP | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2015 | Q2 2016 | 3 |
ABNER HERRMAN & BROCK LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2014 | Q3 2014 | 3 |
Baldrige Asset Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 3 |
TrinityPoint Wealth, LLC | 2 | 1 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 3 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q2 2023 | 3 |
EMG Holdings, L.P. | 1 | 1 | 0.08% | 0.14% | 0.26% | Q4 2021 | Q2 2022 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.22% | 0.24% | 0.28% | Q1 2023 | Q3 2023 | 3 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.03% | 0.25% | 0.51% | Q4 2019 | Q3 2022 | 3 |
GREAT VALLEY ADVISOR GROUP, INC. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Golden State Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2020 | 3 |
Realta Investment Advisors | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q4 2019 | 3 |
NorthCoast Asset Management LLC | 2 | 1 | 0.21% | 0.23% | 0.26% | Q3 2014 | Q1 2017 | 3 |
Meridian Wealth Partners, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2021 | 3 |
Alyeska Investment Group, L.P. | 1 | 1 | 0.06% | 0.09% | 0.17% | Q2 2016 | Q1 2023 | 3 |
tru Independence LLC | 3 | 3 | 0.16% | 0.17% | 0.18% | Q4 2019 | Q2 2020 | 3 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2023 | Q3 2023 | 3 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 3 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 3 | 3 | 0.35% | 0.60% | 0.78% | Q1 2018 | Q3 2018 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Great Lakes Retirement, Inc. | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 3 |
Columbia Trust Co 01012016 | 3 | 3 | 0.22% | 0.41% | 0.60% | Q4 2019 | Q2 2020 | 3 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.17% | 0.49% | Q2 2020 | Q4 2021 | 3 |
Menard Financial Group LLC | 2 | 1 | 0.23% | 0.34% | 0.49% | Q4 2019 | Q3 2020 | 3 |
PAX Financial Group, LLC | 3 | 3 | 0.11% | 0.14% | 0.17% | Q1 2021 | Q3 2021 | 3 |
TFG Advisers LLC | 2 | 1 | 0.01% | 0.07% | 0.12% | Q4 2019 | Q3 2023 | 3 |
Schonfeld Group Holdings LLC | 2 | 1 | 0.06% | 0.11% | 0.16% | Q4 2013 | Q3 2015 | 3 |
GLG INC. | 3 | 3 | 0.07% | 0.08% | 0.10% | Q2 2013 | Q4 2013 | 3 |
Truadvice, LLC | 2 | 1 | 0.04% | 0.09% | 0.12% | Q2 2021 | Q2 2023 | 3 |
Sunnymeath Asset Management, Inc. | 2 | 1 | 0.01% | 0.17% | 0.49% | Q1 2016 | Q4 2016 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
GoalVest Advisory LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q4 2023 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q1 2023 | 3 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 3 | 3 | 0.17% | 0.17% | 0.18% | Q4 2020 | Q2 2021 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 3 |
ADVOCATE GROUP LLC | 3 | 3 | 0.06% | 0.07% | 0.09% | Q2 2022 | Q4 2022 | 3 |
Clarity Financial LLC | 2 | 1 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 3 |
TUCKER ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Revisor Wealth Management LLC | 3 | 3 | 0.25% | 0.27% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Pine Haven Investment Counsel, Inc | 2 | 1 | 0.20% | 0.22% | 0.24% | Q4 2022 | Q3 2023 | 3 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.04% | 0.12% | Q4 2021 | Q4 2022 | 3 |
EUDAIMONIA ADVISORS LLC | 2 | 1 | 0.14% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 3 |
Mid-American Wealth Advisory Group, Inc. | 2 | 1 | 0.70% | 0.74% | 0.79% | Q4 2021 | Q2 2023 | 3 |
Altrius Capital Management Inc | 2 | 1 | 0.10% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Citizens Business Bank | 3 | 3 | 0.05% | 0.07% | 0.08% | Q3 2020 | Q1 2021 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.01% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Phillips Wealth Planners LLC | 3 | 3 | 0.59% | 0.63% | 0.69% | Q1 2023 | Q3 2023 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
GEM Asset Management, LLC | 3 | 3 | 0.18% | 0.32% | 0.41% | Q1 2023 | Q3 2023 | 3 |
Cassaday & Co Wealth Management LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Richard W. Paul & Associates, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
B.O.S.S. Retirement Advisors, LLC | 3 | 3 | 0.39% | 0.45% | 0.48% | Q2 2023 | Q4 2023 | 3 |
TFB Advisors LLC | 3 | 3 | 0.30% | 0.40% | 0.50% | Q4 2022 | Q2 2023 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.11% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Ruggaard & Associates LLC | 3 | 3 | 0.32% | 0.34% | 0.37% | Q1 2023 | Q3 2023 | 3 |
Imprint Wealth LLC | 3 | 3 | 0.20% | 0.23% | 0.28% | Q1 2023 | Q3 2023 | 3 |
Pinnacle West Asset Management, Inc. | 3 | 3 | 0.62% | 0.65% | 0.71% | Q1 2023 | Q3 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.18% | 0.20% | 0.24% | Q1 2023 | Q3 2023 | 3 |
ABLE Financial Group, LLC | 3 | 3 | 0.16% | 0.19% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.16% | 0.20% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ORG Partners LLC | 3 | 3 | 0.10% | 0.16% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
Seminole Management Co., Inc. | 3 | 3 | 1.78% | 2.67% | 3.37% | Q2 2013 | Q4 2013 | 3 |
Cutler Capital Management, LLC | 3 | 3 | 0.06% | 0.09% | 0.11% | Q2 2015 | Q4 2015 | 3 |
HAZLETT, BURT & WATSON, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.01% | 0.03% | 0.05% | Q1 2015 | Q3 2015 | 3 |
Advisors Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
SEARLE & CO. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q2 2015 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 3 |
Stux Capital Management, LLC | 3 | 3 | 0.14% | 0.30% | 0.59% | Q4 2013 | Q2 2014 | 3 |
OSTERWEIS CAPITAL MANAGEMENT INC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2022 | 3 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2017 | 3 |
Graham Capital Management, L.P. | 3 | 3 | 0.09% | 0.18% | 0.32% | Q1 2023 | Q3 2023 | 3 |
U S GLOBAL INVESTORS INC | 3 | 3 | 0.23% | 0.32% | 0.40% | Q1 2016 | Q3 2016 | 3 |
Nuveen Fund Advisors, LLC | 3 | 3 | 0.06% | 0.08% | 0.10% | Q2 2016 | Q4 2016 | 3 |
Truehand, Inc | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2020 | 3 |
BANKERS TRUST CO | 3 | 3 | 0.21% | 0.22% | 0.24% | Q2 2013 | Q4 2013 | 3 |
Avalon Investment & Advisory | 3 | 3 | 0.39% | 0.42% | 0.45% | Q2 2016 | Q4 2016 | 3 |
FIRST NATIONAL CORP /MA/ /ADV | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 3 | 3 | 0.81% | 0.98% | 1.08% | Q3 2020 | Q1 2021 | 3 |
RESOURCE CONSULTING GROUP INC | 3 | 3 | 0.21% | 0.22% | 0.24% | Q4 2021 | Q2 2022 | 3 |
NatWest Group plc | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2015 | 3 |
JUMP TRADING, LLC | 2 | 1 | 0.02% | 0.19% | 0.52% | Q2 2019 | Q1 2020 | 3 |
BTR CAPITAL MANAGEMENT INC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q2 2013 | Q4 2013 | 3 |
Grisanti Capital Management LLC | 3 | 3 | 0.85% | 1.00% | 1.15% | Q1 2016 | Q3 2016 | 3 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.11% | 0.21% | Q2 2017 | Q3 2017 | 3 |
ARVEST TRUST CO N A | 2 | 1 | 0.03% | 0.05% | 0.08% | Q3 2022 | Q3 2023 | 3 |
AGF MANAGEMENT LTD | 2 | 1 | 0.32% | 0.38% | 0.44% | Q4 2022 | Q3 2023 | 3 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 3 | 3 | 0.20% | 0.24% | 0.32% | Q1 2017 | Q3 2017 | 3 |
LCNB CORP | 3 | 3 | 0.09% | 0.10% | 0.10% | Q4 2022 | Q2 2023 | 3 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.04% | 0.04% | 0.05% | Q3 2017 | Q2 2018 | 3 |
ICON ADVISERS INC/CO | 2 | 1 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q1 2017 | 3 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
CUE ADVISORY SERVICES, INC. | 3 | 3 | 0.47% | 0.51% | 0.56% | Q4 2014 | Q2 2015 | 3 |
Industrial Alliance Investment Management Inc. | 3 | 3 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q1 2023 | 3 |
JACKSON PARK CAPITAL, LLC | 2 | 1 | 2.73% | 2.97% | 3.12% | Q4 2014 | Q3 2015 | 3 |
Graticule Asia Macro Advisors LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
Intersect Capital LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q4 2014 | Q1 2022 | 3 |
Lincoln Capital LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q2 2022 | 3 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.64% | 0.65% | 0.67% | Q4 2018 | Q1 2019 | 2 |
Standard Investments LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2013 | Q1 2014 | 2 |
Riggs Asset Managment Co. Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q3 2015 | 2 |
CTC Capital Management, LLC | 2 | 2 | 0.21% | 0.73% | 1.26% | Q3 2022 | Q4 2022 | 2 |
Voleon Capital Management LP | 1 | 1 | 0.11% | 0.19% | 0.26% | Q2 2019 | Q4 2019 | 2 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2021 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.17% | 0.17% | 0.18% | Q2 2013 | Q3 2013 | 2 |
Vise Technologies, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Parisi Gray Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2021 | 2 |
Avalon Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 2 |
Davis Capital Management | 2 | 2 | 0.13% | 0.13% | 0.14% | Q1 2020 | Q2 2020 | 2 |
Sepio Capital, LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Pictet North America Advisors SA | 2 | 2 | 0.15% | 0.15% | 0.15% | Q2 2016 | Q3 2016 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Investment Management Corp of Ontario | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q1 2023 | 2 |
Graypoint LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2018 | 2 |
Peterson Financial Group, Inc. | 2 | 2 | 0.59% | 0.66% | 0.72% | Q2 2023 | Q3 2023 | 2 |
Madden Advisory Services, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Annex Advisory Services, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Seed Wealth Management, Inc. | 1 | 1 | 0.23% | 0.24% | 0.24% | Q4 2022 | Q3 2023 | 2 |
KDI CAPITAL PARTNERS LLC | 2 | 2 | 0.04% | 0.05% | 0.07% | Q2 2018 | Q3 2018 | 2 |
Avion Wealth | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Inspire Advisors, LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q1 2021 | 2 |
Mendota Financial Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q1 2023 | 2 |
ORRSTOWN FINANCIAL SERVICES INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2020 | 2 |
QCM Cayman, Ltd. | 1 | 1 | 0.06% | 0.09% | 0.13% | Q1 2014 | Q2 2016 | 2 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 2 |
Platte River Wealth Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 2 |
Price Capital Management, Inc. | 2 | 2 | 0.02% | 0.38% | 0.74% | Q3 2019 | Q4 2019 | 2 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.64% | 0.72% | 0.81% | Q3 2015 | Q3 2018 | 2 |
Meristem Family Wealth, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Foundations Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
TEALWOOD ASSET MANAGEMENT INC | 2 | 2 | 0.76% | 0.79% | 0.82% | Q1 2013 | Q2 2013 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 2 |
Kepos Capital LP | 1 | 1 | 0.17% | 0.19% | 0.22% | Q4 2017 | Q3 2018 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
BBVA USA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Quad-Cities Investment Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
Empowered Funds, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Marmo Financial Group, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q3 2023 | 2 |
Indices-Pac Research Corp. | 1 | 1 | 0.19% | 0.28% | 0.38% | Q2 2013 | Q4 2013 | 2 |
Gateway Advisory, LLC | 1 | 1 | 0.06% | 0.07% | 0.07% | Q1 2017 | Q4 2017 | 2 |
Grant Street Asset Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
INSIGNEO ADVISORY SERVICES, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Royal Capital Wealth Management, LLC | 1 | 1 | 0.20% | 0.22% | 0.24% | Q4 2022 | Q3 2023 | 2 |
Baltimore-Washington Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
SG3 Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2020 | 2 |
Santa Fe Partners LLC | 1 | 1 | 0.04% | 0.20% | 0.36% | Q2 2013 | Q3 2015 | 2 |
Smart Portfolios, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Congress Wealth Management LLC / DE / | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 2 |
Castleview Partners, LLC | 1 | 1 | 0.01% | 0.08% | 0.16% | Q2 2021 | Q4 2021 | 2 |
DE BURLO GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 2 |
ARGI Investment Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
EVERMAY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.11% | 0.22% | Q4 2017 | Q3 2023 | 2 |
MUHLENKAMP & CO INC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q1 2017 | Q2 2017 | 2 |
NORTHPOINTE CAPITAL LLC | 2 | 2 | 0.32% | 0.38% | 0.44% | Q2 2016 | Q3 2016 | 2 |
ARGENT TRUST Co | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2016 | Q3 2016 | 2 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2013 | Q1 2014 | 2 |
HANSEATIC MANAGEMENT SERVICES INC | 2 | 2 | 0.42% | 0.46% | 0.51% | Q2 2016 | Q3 2016 | 2 |
Beck Bode, LLC | 2 | 2 | 2.00% | 2.21% | 2.42% | Q2 2023 | Q3 2023 | 2 |
Winchester Group Inc. | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2013 | Q3 2013 | 2 |
WealthOne, LLC | 1 | 1 | 0.02% | 0.05% | 0.08% | Q4 2018 | Q1 2022 | 2 |
TIVERTON ASSET MANAGEMENT LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2018 | 2 |
PEDDOCK CAPITAL ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Catalyst Wealth Management, LLC | 2 | 2 | 1.38% | 1.44% | 1.50% | Q4 2022 | Q1 2023 | 2 |
Antonetti Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
Q3 Asset Management | 1 | 1 | 0.10% | 0.51% | 0.92% | Q1 2023 | Q3 2023 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.18% | 0.20% | 0.22% | Q4 2014 | Q1 2015 | 2 |
FULTON BREAKEFIELD BROENNIMAN LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q4 2019 | 2 |
Harvest Fund Management Co., Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 2 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.24% | 0.25% | 0.27% | Q2 2014 | Q2 2023 | 2 |
Risk Paradigm Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 2 |
FULTON BANK, N.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Rhenman & Partners Asset Management AB | 2 | 2 | 0.55% | 0.60% | 0.66% | Q2 2014 | Q3 2014 | 2 |
Symmetry Investments LP | 1 | 1 | 0.05% | 0.19% | 0.34% | Q4 2022 | Q3 2023 | 2 |
CHATHAM CAPITAL GROUP, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 2 |
Taylor Wealth Management Partners | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
VIKING GLOBAL INVESTORS LP | 1 | 1 | 0.24% | 0.68% | 1.12% | Q4 2015 | Q2 2017 | 2 |
Bridgeworth, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q4 2022 | 2 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 2 |
IMS Capital Management | 1 | 1 | 0.02% | 0.13% | 0.24% | Q1 2014 | Q3 2018 | 2 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.31% | 0.32% | 0.33% | Q2 2013 | Q3 2013 | 2 |
FLOSSBACH VON STORCH AG | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Aveo Capital Partners, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q4 2022 | 2 |
PATTON FUND MANAGEMENT, INC. | 2 | 2 | 0.06% | 0.26% | 0.46% | Q4 2022 | Q1 2023 | 2 |
Orbis Allan Gray Ltd | 2 | 2 | 0.12% | 0.16% | 0.21% | Q1 2016 | Q2 2016 | 2 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 2 |
Kerntke Otto McGlone Wealth Management Group | 2 | 2 | 0.08% | 0.09% | 0.11% | Q1 2021 | Q2 2021 | 2 |
Matarin Capital Management, LLC | 1 | 1 | 0.24% | 0.25% | 0.26% | Q2 2013 | Q1 2014 | 2 |
G&S Capital LLC | 2 | 2 | 0.66% | 0.71% | 0.75% | Q2 2023 | Q3 2023 | 2 |
Missouri Trust & Investment Co | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
MANA Advisors LLC | 1 | 1 | 0.44% | 0.82% | 1.20% | Q1 2018 | Q1 2019 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.04% | 0.06% | 0.08% | Q2 2023 | Q3 2023 | 2 |
S.A. Mason LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q1 2020 | 2 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q3 2013 | 2 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 2 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2023 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2023 | 2 |
AMBS INVESTMENT COUNSEL LLC | 2 | 2 | 1.93% | 1.93% | 1.93% | Q2 2013 | Q3 2013 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.01% | 0.04% | 0.06% | Q4 2018 | Q1 2019 | 2 |
Aquatic Capital Management LLC | 1 | 1 | 0.13% | 0.16% | 0.19% | Q1 2022 | Q3 2022 | 2 |
Genesis Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q2 2015 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.14% | 0.26% | Q1 2020 | Q2 2021 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2017 | Q4 2017 | 2 |
Symphony Financial, Ltd. Co. | 2 | 2 | 0.18% | 0.21% | 0.25% | Q1 2020 | Q2 2020 | 2 |
DECADE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.66% | 0.67% | 0.68% | Q2 2013 | Q2 2014 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2016 | Q3 2016 | 2 |
Enlightenment Research, LLC | 1 | 1 | 0.24% | 0.26% | 0.29% | Q4 2018 | Q1 2020 | 2 |
Tuscan Ridge Asset Management LLC | 1 | 1 | 0.04% | 0.07% | 0.09% | Q4 2018 | Q4 2018 | 2 |
Douglas Lane & Associates, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Adero Partners, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Jackson, Grant Investment Advisers, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2018 | 2 |
Daiwa SB Investments Ltd. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q1 2019 | 2 |
Zweig-DiMenna Associates LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q4 2016 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Athanor Capital, LP | 2 | 2 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q1 2021 | 2 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2019 | 2 |
Austin Private Wealth, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Well Done, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q4 2018 | 2 |
Ballast, Inc. | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Cranbrook Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Navis Wealth Advisors, LLC | 2 | 2 | 0.09% | 0.13% | 0.17% | Q4 2020 | Q1 2021 | 2 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 2 |
Firestone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Oxler Private Wealth LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q2 2022 | 2 |
Leucadia National | 2 | 2 | 0.01% | 0.03% | 0.06% | Q4 2022 | Q1 2023 | 2 |
FIDUCIENT ADVISORS LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q1 2021 | 2 |
Claybrook Capital, LLC | 1 | 1 | 0.02% | 0.06% | 0.10% | Q4 2018 | Q2 2021 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Tradeworx Inc. | 1 | 1 | 0.17% | 0.18% | 0.18% | Q1 2013 | Q1 2014 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
INVESCO, LLC | 2 | 2 | 0.85% | 0.91% | 0.97% | Q2 2023 | Q3 2023 | 2 |
Connectus Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Narwhal Capital Management | 2 | 2 | 0.43% | 0.45% | 0.47% | Q2 2013 | Q3 2013 | 2 |
Legg Mason Asset Management (Japan) Co., Ltd. | 2 | 2 | 0.90% | 0.91% | 0.91% | Q2 2013 | Q3 2013 | 2 |
CR Intrinsic Investors, LLC | 2 | 2 | 0.07% | 0.09% | 0.12% | Q2 2013 | Q3 2013 | 2 |
GARGOYLE INVESTMENT ADVISOR L.L.C. | 2 | 2 | 0.94% | 0.99% | 1.04% | Q1 2017 | Q2 2017 | 2 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.08% | 0.15% | Q1 2021 | Q3 2023 | 2 |
Capitolis Advisors LLC | 1 | 1 | 0.07% | 0.11% | 0.15% | Q4 2020 | Q4 2021 | 2 |
MQS Management LLC | 2 | 2 | 0.17% | 0.29% | 0.40% | Q1 2022 | Q2 2022 | 2 |
Monument Capital Management | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Arkos Global Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 2 |
Holistic Financial Partners | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
RPG Investment Advisory, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
First Financial Bank - Trust Division | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2013 | Q2 2013 | 2 |
Bank of Kentucky, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
Rezny Wealth Management, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.09% | 0.16% | 0.24% | Q4 2020 | Q1 2022 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 2 |
Sterling Financial Planning, Inc. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Svenska Handelsbanken AB (publ) | 2 | 2 | 0.46% | 0.55% | 0.64% | Q2 2016 | Q3 2016 | 2 |
Tributary Capital Management, LLC | 2 | 2 | 0.00% | 0.26% | 0.53% | Q2 2013 | Q3 2013 | 2 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 1 | 1 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 2 |
Five Oceans Advisors | 2 | 2 | 0.13% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2017 | 2 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Asset Advisors Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q2 2020 | 2 |
Edmond de Rothschild (Europe) | 2 | 2 | 0.04% | 0.07% | 0.09% | Q2 2016 | Q3 2016 | 2 |
Vantage Consulting Group Inc | 1 | 1 | 0.01% | 0.07% | 0.14% | Q4 2020 | Q3 2023 | 2 |
Mach-1 Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
TKG Advisors, LLC | 2 | 2 | 0.64% | 0.67% | 0.71% | Q2 2023 | Q3 2023 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q1 2021 | 2 |
BANK PICTET & CIE (ASIA) LTD | 2 | 2 | 0.41% | 0.43% | 0.45% | Q2 2023 | Q3 2023 | 2 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Country Club Trust Company, n.a. | 2 | 2 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2013 | 2 |
Bay Harbor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 2 |
Intrua Financial, LLC | 2 | 2 | 0.06% | 0.15% | 0.23% | Q4 2022 | Q1 2023 | 2 |
FNY Managed Accounts LLC | 1 | 1 | 0.01% | 0.06% | 0.11% | Q1 2016 | Q4 2017 | 2 |
Timber Hill LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q1 2018 | 2 |
COUNTRY FUND MANAGEMENT | 2 | 2 | 2.00% | 2.04% | 2.09% | Q2 2013 | Q3 2013 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2021 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 2 |
Wealth Advisory Solutions, LLC | 2 | 2 | 0.88% | 1.05% | 1.22% | Q3 2020 | Q4 2020 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Founders Financial Alliance, LLC | 1 | 1 | 0.03% | 0.10% | 0.18% | Q3 2020 | Q2 2022 | 2 |
Fulcrum Capital LLC | 2 | 2 | 0.10% | 0.53% | 0.97% | Q4 2017 | Q1 2018 | 2 |
Archipel Asset Management AB | 2 | 2 | 1.00% | 1.10% | 1.21% | Q2 2014 | Q3 2014 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Artemis Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Fifth Third Wealth Advisors LLC | 2 | 2 | 0.18% | 0.20% | 0.21% | Q3 2023 | Q4 2023 | 2 |
RKL Wealth Management LLC | 1 | 1 | 0.07% | 0.09% | 0.12% | Q4 2016 | Q3 2017 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q1 2019 | 2 |
REYNOLDS CAPITAL MANAGEMENT LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q4 2013 | Q1 2014 | 2 |
PERRITT CAPITAL MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Bell Rock Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
READYSTATE ASSET MANAGEMENT LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 2 |
INCEPTIONR LLC | 2 | 2 | 0.16% | 0.18% | 0.20% | Q1 2023 | Q2 2023 | 2 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Parplus Partners | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Triangle Securities Wealth Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
JUPITER ASSET MANAGEMENT LTD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Fusion Investment Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
CIM INVESTMENT MANAGEMENT INC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2016 | Q1 2016 | 1 |
MCIA Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
BFSG, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2017 | Q2 2017 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Northeast Financial Consultants Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Quadrature Capital LLP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2015 | Q2 2015 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 1.89% | 1.89% | 1.89% | Q2 2022 | Q2 2022 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Summit Global Investments | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
CAZENOVE CAPITAL MANAGEMENT LTD | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
CYPRESS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Lomas Capital Management, LLC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q4 2013 | Q4 2013 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
HCR Wealth Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Perennial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
NVWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2014 | Q3 2014 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
Radnor Capital Management, LLC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q3 2023 | Q3 2023 | 1 |
Motley Fool Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q2 2015 | 1 |
Ostrum Asset Management U.S., LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
PRING TURNER CAPITAL GROUP INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q4 2013 | 1 |
Pettinga Financial Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Asset Planning Services, Ltd. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
BAR HARBOR TRUST SERVICES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
JAMISON EATON & WOOD INC /NJ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
ADVENT CAPITAL MANAGEMENT /DE/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Chiron Investment Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
SENTINEL ASSET MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Pinz Capital Management, LP | 1 | 1 | 1.01% | 1.01% | 1.01% | Q4 2021 | Q4 2021 | 1 |
Capstone Investment Advisors (Netherlands), B.V. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2017 | Q2 2017 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Banco Santander, S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Sensato Investors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2015 | Q3 2015 | 1 |
Wealthstar Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
Private Vista, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q3 2017 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q1 2016 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Pinnacle Family Advisors, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2020 | Q4 2020 | 1 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Scoria Capital Partners LP | 1 | 1 | 0.89% | 0.89% | 0.89% | Q3 2015 | Q3 2015 | 1 |
HOLT-SMITH ADVISORS INC | 1 | 1 | 1.29% | 1.29% | 1.29% | Q2 2013 | Q2 2013 | 1 |
ADVISORY RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Arbor Wealth Management, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2015 | Q4 2015 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Private Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
WHALEROCK POINT PARTNERS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
IronBridge Private Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Lehman Financial Resources, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
SYNTAX ADVISORS, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
FIFTH LANE CAPITAL, LP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2022 | Q4 2022 | 1 |
HALL LAURIE J TRUSTEE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Crestone Asset Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
CoreFirst Bank & Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Gitterman Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Sandbox Financial Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Regency Capital Management Inc.\DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
STEPH & CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
COWA, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Strategic Financial Concepts, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
JB Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2014 | Q4 2014 | 1 |
Diversified, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
CANYON CAPITAL ADVISORS LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2017 | Q4 2017 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Foster Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
KBI Global Investors Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BIP Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
ENGINE NO. 1 LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.91% | 0.91% | 0.91% | Q3 2021 | Q3 2021 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Credo Capital Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2013 | Q4 2013 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
MIZUHO MARKETS AMERICAS LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Delphia (USA) Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2022 | Q3 2022 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Oliver Luxxe Assets LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2015 | Q4 2015 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Madison Scottsdale, LC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2013 | Q3 2013 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Legacy CG, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2016 | Q3 2016 | 1 |
MAIRS & POWER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Financial Connections Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
StrongBox Wealth, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2023 | Q4 2023 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
ACUITY INVESTMENT MANAGEMENT INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2013 | Q3 2013 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
USA MUTUALS ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Veracity Capital LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2019 | Q4 2019 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Operose Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Algebris Investments (UK) LLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
CARDIFF PARK ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Corton Capital Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2022 | Q3 2022 | 1 |
Meritage Group LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
NWK Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Blackston Financial Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q1 2016 | 1 |
Summit Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2013 | Q2 2013 | 1 |
Kula Investments, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Future Financial Wealth Managment LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 4.71% | 4.71% | 4.71% | Q3 2023 | Q3 2023 | 1 |
AXS Investments LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Secure Asset Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Efficient Market Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2019 | Q4 2019 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
HOEY INVESTMENTS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2023 | Q1 2023 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Walker Asset Management, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2023 | Q4 2023 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Empirical Asset Management, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2023 | Q3 2023 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
1900 WEALTH MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
B & T Capital Management DBA Alpha Capital Management | 1 | 1 | 0.92% | 0.92% | 0.92% | Q3 2016 | Q3 2016 | 1 |
BENJAMIN EDWARDS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2021 | Q1 2021 | 1 |
Savior LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Cinctive Capital Management LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2020 | Q3 2020 | 1 |
Marcum Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Beacon Harbor Wealth Advisors, Inc. | 1 | 1 | 1.47% | 1.47% | 1.47% | Q1 2023 | Q1 2023 | 1 |
Calamos Wealth Management LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2013 | Q3 2013 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Bremer Bank National Association | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CPR Investments Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q1 2023 | 1 |
BLUE ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2015 | Q1 2015 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Harvest Investment Services, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2022 | Q2 2022 | 1 |
Cyndeo Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Psagot Value Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Personal Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
New Jersey Better Educational Savings Trust | 1 | 1 | 0.51% | 0.51% | 0.51% | Q1 2014 | Q1 2014 | 1 |
Johanson Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 1.12% | 1.12% | 1.12% | Q1 2023 | Q1 2023 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MARQUE MILLENNIUM CAPITAL MANAGEMENT LCC | 1 | 1 | 2.31% | 2.31% | 2.31% | Q3 2015 | Q3 2015 | 1 |
Fullerton Fund Management Co Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2014 | Q1 2014 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Core Wealth Partners LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2022 | Q4 2022 | 1 |
Scotia Asset Management L.P. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2013 | Q3 2013 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2023 | Q2 2023 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Claro Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Barrington Strategic Wealth Management Group LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2013 | Q4 2013 | 1 |
Midwest Financial Group LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2023 | Q1 2023 | 1 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
25 LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2014 | Q3 2014 | 1 |
Malaga Cove Capital, LLC | 1 | 1 | 2.24% | 2.24% | 2.24% | Q4 2013 | Q4 2013 | 1 |
Eaton Financial Holdings Company, LLC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q3 2023 | Q3 2023 | 1 |
Signition LP | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2018 | Q1 2018 | 1 |
EA Series Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2017 | Q1 2017 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Live Your Vision, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Monashee Investment Management LLC | 1 | 1 | 2.42% | 2.42% | 2.42% | Q1 2018 | Q1 2018 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Lakeshore Financial Planning, Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Allen Mooney & Barnes Investment Advisors LLC | 1 | 1 | 2.60% | 2.60% | 2.60% | Q3 2023 | Q3 2023 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
STERNE AGEE GROUP, INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2015 | Q1 2015 | 1 |
Mountain Road Advisors, LLC | 1 | 1 | 4.09% | 4.09% | 4.09% | Q1 2020 | Q1 2020 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Next Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Portland Global Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q2 2019 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
FSI GROUP, LLC | 1 | 1 | 2.42% | 2.42% | 2.42% | Q2 2015 | Q2 2015 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
American Research & Management Co. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Spartan Planning & Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
TradeLink Capital LLC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q3 2015 | Q3 2015 | 1 |
Cox Capital Mgt LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Cohen Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Hirtle Callaghan & Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
Fulcrum Asset Management LLP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Parameter Capital Management LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2013 | Q2 2013 | 1 |
Julex Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
HABER TRILIX ADVISORS, LP | 1 | 1 | 1.08% | 1.08% | 1.08% | Q2 2013 | Q2 2013 | 1 |
Norman Fields, Gottscho Capital Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
BSW Wealth Partners | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
LMR Master Fund Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
Philadelphia Financial Management of San Francisco, LLC | 1 | 1 | 2.48% | 2.48% | 2.48% | Q1 2017 | Q1 2017 | 1 |
Trust Investment Advisors | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
TRUST CO OF TOLEDO NA /OH/ | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2013 | Q2 2013 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
United American Securities Inc. (d/b/a UAS Asset Management) | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2013 | Q4 2013 | 1 |
AlphaMark Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
JENNISON ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Haverford Financial Services, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2013 | Q2 2013 | 1 |
Achievement Holdings L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Wilson, Kemp & Associates, Inc. | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2013 | Q2 2013 | 1 |
CapWealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
INSIGHT 2811, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Game Creek Capital, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
BRC Investment Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q2 2016 | 1 |
Seven Bridges Advisors LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2017 | Q3 2017 | 1 |
ALTFEST L J & CO INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2015 | Q3 2015 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Harborview Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2017 | Q4 2017 | 1 |
GM Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Friedenthal Financial | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2022 | Q4 2022 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Espalier Global Management LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2013 | Q2 2013 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2014 | Q3 2014 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
MKP Capital Management, L.L.C. | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2023 | Q1 2023 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Weil Company, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Angeles Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
OLD REPUBLIC INTERNATIONAL CORP | 1 | 1 | 0.62% | 0.62% | 0.62% | Q1 2014 | Q1 2014 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Board of Trustees of The Leland Stanford Junior University | 1 | 1 | 1.56% | 1.56% | 1.56% | Q1 2014 | Q1 2014 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q2 2013 | Q2 2013 | 1 |
Crawford Lake Capital Management, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q1 2022 | Q1 2022 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
ProVise Management Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2017 | Q1 2017 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2020 | Q4 2020 | 1 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Ovata Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 2.27% | 2.27% | 2.27% | Q2 2015 | Q2 2015 | 1 |
Mawer Investment Management Ltd. | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2013 | Q2 2013 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ALGERT GLOBAL LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2019 | Q3 2019 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Family Management Corp | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
MERIDIAN MANAGEMENT CO | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
GQ Asset Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2019 | Q3 2019 | 1 |
WRAPMANAGER INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
PECONIC PARTNERS LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2018 | Q3 2018 | 1 |
HOWARD HUGHES MEDICAL INSTITUTE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
AFFINITY WEALTH MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Financial Enhancement Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
External links
This page lists all the filers that currently own AFLAC INC or have owned AFLAC INC in the past.