Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 121 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.03% | 0.14% | Q1 2012 | Q3 2023 | 115 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.14% | 0.60% | Q2 2013 | Q3 2023 | 114 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.03% | 0.19% | Q2 2013 | Q3 2023 | 113 |
Parallax Volatility Advisers, L.P. | 22 | 19 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 109 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.04% | 0.38% | Q2 2013 | Q3 2023 | 106 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 104 |
Citadel Advisors | 42 | 42 | 0.00% | 0.02% | 0.15% | Q2 2013 | Q3 2023 | 98 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.04% | 0.18% | Q2 2013 | Q3 2023 | 95 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.07% | 0.47% | Q2 2013 | Q3 2023 | 90 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.10% | 0.28% | Q1 2012 | Q3 2023 | 88 |
JANE STREET GROUP, LLC | 28 | 1 | 0.00% | 0.01% | 0.08% | Q1 2014 | Q3 2023 | 87 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.19% | 0.61% | Q2 2013 | Q3 2023 | 76 |
CAPITAL FUND MANAGEMENT S.A. | 15 | 3 | 0.00% | 0.05% | 0.39% | Q3 2013 | Q3 2023 | 73 |
UBS Group AG | 36 | 36 | 0.00% | 0.04% | 0.16% | Q4 2014 | Q3 2023 | 73 |
TWO SIGMA INVESTMENTS, LP | 18 | 1 | 0.00% | 0.11% | 0.60% | Q3 2013 | Q3 2023 | 72 |
MILLENNIUM MANAGEMENT LLC | 30 | 1 | 0.00% | 0.05% | 0.39% | Q2 2013 | Q3 2023 | 71 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.09% | 0.35% | Q2 2013 | Q3 2023 | 69 |
NOMURA HOLDINGS INC | 21 | 9 | 0.00% | 0.38% | 3.72% | Q4 2012 | Q2 2023 | 69 |
Cutler Group LLC / CA | 18 | 4 | 0.00% | 0.03% | 0.41% | Q4 2015 | Q3 2023 | 66 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.08% | 0.26% | Q1 2013 | Q3 2023 | 66 |
WOLVERINE TRADING, LLC | 13 | 1 | 0.00% | 0.02% | 0.07% | Q3 2016 | Q3 2023 | 64 |
Jefferies Group LLC | 17 | 1 | 0.00% | 0.05% | 0.92% | Q2 2013 | Q2 2022 | 59 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.01% | 0.06% | Q3 2018 | Q3 2023 | 59 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.36% | 0.71% | 1.30% | Q1 2009 | Q3 2023 | 59 |
CAPSTONE INVESTMENT ADVISORS, LLC | 21 | 2 | 0.00% | 0.05% | 0.18% | Q4 2015 | Q3 2023 | 57 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.22% | 0.35% | Q2 2013 | Q3 2023 | 57 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 54 |
DONALDSON CAPITAL MANAGEMENT, LLC | 29 | 25 | 0.35% | 1.85% | 3.62% | Q1 2010 | Q3 2023 | 54 |
TWO SIGMA SECURITIES, LLC | 7 | 1 | 0.00% | 0.03% | 0.11% | Q3 2016 | Q3 2023 | 53 |
AMALGAMATED BANK | 52 | 52 | 0.13% | 0.21% | 0.33% | Q4 2010 | Q3 2023 | 52 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.20% | 0.39% | Q2 2013 | Q3 2023 | 51 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.11% | 0.14% | 0.24% | Q3 2011 | Q3 2023 | 49 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.08% | 0.17% | 0.27% | Q3 2011 | Q3 2023 | 49 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.20% | 0.34% | Q3 2013 | Q3 2023 | 48 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.07% | 0.15% | 0.36% | Q4 2011 | Q3 2023 | 48 |
Steigerwald, Gordon & Koch Inc. | 48 | 48 | 2.31% | 2.90% | 3.38% | Q4 2011 | Q3 2023 | 48 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.16% | 0.26% | Q2 2013 | Q3 2023 | 48 |
MUFG Americas Holdings Corp | 48 | 48 | 0.24% | 0.40% | 0.58% | Q4 2010 | Q3 2022 | 48 |
MCF Advisors LLC | 40 | 7 | 0.03% | 0.05% | 0.09% | Q4 2011 | Q3 2023 | 47 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 47 | 47 | 0.36% | 0.88% | 1.47% | Q1 2012 | Q3 2023 | 47 |
Twin Tree Management, LP | 9 | 1 | 0.00% | 0.04% | 0.24% | Q4 2012 | Q3 2023 | 47 |
GLENMEDE TRUST CO NA | 45 | 1 | 0.00% | 0.45% | 0.80% | Q3 2008 | Q3 2023 | 47 |
SHUFRO ROSE & CO LLC | 42 | 1 | 0.03% | 0.07% | 0.14% | Q3 2012 | Q3 2023 | 47 |
Paloma Partners Management Co | 12 | 1 | 0.00% | 0.04% | 0.24% | Q2 2013 | Q2 2023 | 47 |
Mirae Asset Global Investments Co., Ltd. | 42 | 5 | 0.05% | 0.13% | 0.29% | Q2 2011 | Q3 2023 | 47 |
Cubist Systematic Strategies, LLC | 25 | 1 | 0.00% | 0.10% | 0.38% | Q2 2014 | Q3 2023 | 47 |
Creative Planning | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 46 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.31% | 0.46% | Q2 2013 | Q3 2023 | 46 |
East Coast Asset Management, LLC. | 44 | 44 | 0.34% | 0.80% | 1.43% | Q4 2012 | Q3 2023 | 44 |
Broderick Brian C | 44 | 44 | 2.27% | 3.06% | 3.98% | Q4 2012 | Q3 2023 | 44 |
SOMERVILLE KURT F | 44 | 44 | 2.52% | 3.61% | 4.77% | Q4 2012 | Q3 2023 | 44 |
Ballentine Partners, LLC | 42 | 42 | 0.02% | 0.08% | 0.15% | Q2 2013 | Q3 2023 | 44 |
PUZO MICHAEL J | 44 | 44 | 2.58% | 3.47% | 4.50% | Q4 2012 | Q3 2023 | 44 |
Petrus Trust Company, LTA | 44 | 44 | 0.84% | 2.63% | 4.69% | Q4 2012 | Q3 2023 | 44 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 0.09% | 0.30% | Q2 2013 | Q3 2023 | 44 |
Joel Isaacson & Co., LLC | 44 | 44 | 0.07% | 0.10% | 0.17% | Q4 2012 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.08% | 0.18% | 0.24% | Q4 2012 | Q3 2023 | 44 |
TWO SIGMA ADVISERS, LP | 14 | 1 | 0.00% | 0.27% | 0.82% | Q2 2013 | Q3 2023 | 44 |
First Financial Bank - Trust Division | 44 | 44 | 0.11% | 0.24% | 0.39% | Q1 2013 | Q4 2023 | 44 |
BEACH INVESTMENT COUNSEL INC/PA | 44 | 44 | 0.16% | 0.32% | 0.61% | Q1 2013 | Q4 2023 | 44 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 42 | 2 | 0.24% | 0.39% | 0.61% | Q2 2010 | Q3 2023 | 44 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 43 | 43 | 0.04% | 0.17% | 0.29% | Q1 2013 | Q3 2023 | 43 |
ALBERT D MASON INC | 43 | 43 | 1.31% | 1.80% | 2.23% | Q2 2013 | Q4 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.02% | 0.09% | 0.29% | Q4 2012 | Q3 2023 | 43 |
TRUST CO OF TOLEDO NA /OH/ | 43 | 43 | 0.23% | 0.29% | 0.39% | Q2 2013 | Q4 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.15% | 0.21% | 0.26% | Q1 2013 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.05% | 0.08% | 0.13% | Q4 2012 | Q2 2023 | 43 |
GUARDIAN CAPITAL LP | 42 | 42 | 0.01% | 0.17% | 0.35% | Q2 2013 | Q3 2023 | 43 |
Kidder Stephen W | 42 | 1 | 2.68% | 3.80% | 5.75% | Q4 2012 | Q3 2023 | 43 |
BRYN MAWR TRUST Co | 43 | 43 | 0.10% | 0.14% | 0.21% | Q1 2013 | Q3 2023 | 43 |
M&R CAPITAL MANAGEMENT INC | 43 | 43 | 0.10% | 0.18% | 0.31% | Q2 2013 | Q4 2023 | 43 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.02% | 0.14% | 2.14% | Q1 2013 | Q3 2023 | 43 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 43 | 43 | 0.02% | 0.19% | 1.12% | Q1 2013 | Q3 2023 | 43 |
PRIVATE TRUST CO NA | 43 | 43 | 0.17% | 0.31% | 0.52% | Q1 2013 | Q3 2023 | 43 |
WOODSTOCK CORP | 43 | 43 | 1.28% | 1.70% | 2.16% | Q2 2013 | Q4 2023 | 43 |
Hemenway Trust Co LLC | 43 | 43 | 2.37% | 3.34% | 4.38% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.17% | 0.20% | 0.27% | Q1 2013 | Q3 2023 | 43 |
CHEMUNG CANAL TRUST CO | 43 | 43 | 0.10% | 0.29% | 1.13% | Q2 2013 | Q4 2023 | 43 |
Goelzer Investment Management, Inc. | 43 | 43 | 0.03% | 0.15% | 0.65% | Q1 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.15% | 0.18% | 0.22% | Q1 2013 | Q3 2023 | 43 |
Pekin Hardy Strauss, Inc. | 43 | 43 | 0.04% | 0.09% | 0.14% | Q1 2013 | Q3 2023 | 43 |
Cetera Advisor Networks LLC | 43 | 43 | 0.04% | 0.12% | 0.33% | Q1 2013 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.11% | 0.14% | 0.28% | Q1 2013 | Q3 2023 | 43 |
Boston Trust Walden Corp | 42 | 42 | 0.80% | 1.10% | 1.52% | Q2 2013 | Q3 2023 | 42 |
ADIRONDACK TRUST CO | 42 | 42 | 0.47% | 0.69% | 0.92% | Q2 2013 | Q3 2023 | 42 |
DILLON & ASSOCIATES INC | 42 | 42 | 2.87% | 3.91% | 4.76% | Q2 2013 | Q3 2023 | 42 |
MOODY LYNN & LIEBERSON, LLC | 42 | 42 | 0.21% | 0.39% | 1.60% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.14% | 0.27% | 0.49% | Q2 2013 | Q3 2023 | 42 |
ARGUS INVESTORS' COUNSEL, INC. | 42 | 42 | 1.39% | 1.94% | 2.19% | Q2 2013 | Q3 2023 | 42 |
CAPE COD FIVE CENTS SAVINGS BANK | 42 | 42 | 0.25% | 0.56% | 0.96% | Q2 2013 | Q3 2023 | 42 |
APPLETON PARTNERS INC/MA | 42 | 42 | 0.06% | 0.16% | 0.21% | Q3 2013 | Q4 2023 | 42 |
JACOBS & CO/CA | 42 | 42 | 0.63% | 1.01% | 1.86% | Q2 2013 | Q3 2023 | 42 |
Tufton Capital Management | 42 | 42 | 1.33% | 2.16% | 3.36% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.09% | 0.25% | 0.72% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.07% | 0.10% | 0.13% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.04% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisors LLC | 42 | 42 | 0.00% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.04% | 0.25% | 0.56% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.08% | 0.12% | 0.18% | Q2 2013 | Q3 2023 | 42 |
NORTH STAR ASSET MANAGEMENT INC | 42 | 42 | 0.05% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 42 |
EVERENCE CAPITAL MANAGEMENT INC | 42 | 42 | 0.17% | 0.28% | 0.39% | Q2 2013 | Q3 2023 | 42 |
ARMSTRONG HENRY H ASSOCIATES INC | 42 | 42 | 0.35% | 0.44% | 0.55% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.32% | 0.43% | 0.60% | Q2 2013 | Q3 2023 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.01% | 0.13% | 0.42% | Q2 2013 | Q3 2023 | 42 |
COURIER CAPITAL LLC | 42 | 42 | 0.15% | 0.21% | 0.27% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.08% | 0.13% | 0.19% | Q2 2013 | Q3 2023 | 42 |
ARROW FINANCIAL CORP | 42 | 42 | 0.12% | 0.19% | 0.25% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.18% | 0.21% | 0.27% | Q2 2013 | Q3 2023 | 42 |
MCRAE CAPITAL MANAGEMENT INC | 42 | 42 | 0.11% | 0.23% | 0.38% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL BANK OF OMAHA | 42 | 42 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 42 | 42 | 0.11% | 0.32% | 0.57% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.04% | 0.08% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.05% | 0.14% | 0.22% | Q2 2013 | Q3 2023 | 42 |
MAIRS & POWER INC | 42 | 42 | 0.01% | 0.03% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Clean Yield Group | 42 | 42 | 1.14% | 1.89% | 2.74% | Q2 2013 | Q3 2023 | 42 |
FIRST FINANCIAL CORP /IN/ | 42 | 42 | 0.16% | 0.19% | 0.25% | Q2 2013 | Q3 2023 | 42 |
Nuveen Asset Management, LLC | 42 | 42 | 0.01% | 0.08% | 0.31% | Q2 2013 | Q3 2023 | 42 |
BECK MACK & OLIVER LLC | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Hanson & Doremus Investment Management | 42 | 42 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
CAMBRIDGE TRUST CO | 42 | 42 | 0.32% | 0.71% | 1.12% | Q2 2013 | Q3 2023 | 42 |
Cypress Capital Group | 42 | 42 | 0.10% | 0.30% | 0.64% | Q2 2013 | Q3 2023 | 42 |
BNP Paribas Asset Management Holding S.A. | 42 | 42 | 0.02% | 0.24% | 0.75% | Q2 2013 | Q3 2023 | 42 |
BOWEN HANES & CO INC | 42 | 42 | 0.83% | 1.54% | 2.03% | Q2 2013 | Q3 2023 | 42 |
GREAT LAKES ADVISORS, LLC | 42 | 42 | 0.06% | 0.13% | 0.34% | Q2 2013 | Q3 2023 | 42 |
ZEVIN ASSET MANAGEMENT LLC | 42 | 42 | 4.18% | 5.51% | 6.88% | Q2 2013 | Q3 2023 | 42 |
HERITAGE INVESTORS MANAGEMENT CORP | 42 | 42 | 0.69% | 0.84% | 1.01% | Q2 2013 | Q3 2023 | 42 |
Highlander Capital Management, LLC | 42 | 42 | 0.22% | 0.47% | 0.72% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 42 | 42 | 0.14% | 0.17% | 0.22% | Q2 2013 | Q3 2023 | 42 |
WASHINGTON TRUST Co | 42 | 42 | 0.53% | 0.70% | 0.98% | Q2 2013 | Q3 2023 | 42 |
DIVIDEND ASSETS CAPITAL, LLC | 42 | 42 | 0.33% | 1.77% | 2.86% | Q2 2013 | Q3 2023 | 42 |
NTV ASSET MANAGEMENT LLC | 42 | 42 | 0.27% | 0.35% | 0.45% | Q2 2013 | Q3 2023 | 42 |
BAHL & GAYNOR INC | 42 | 42 | 0.83% | 1.32% | 1.84% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.04% | 0.11% | 0.28% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.10% | 0.16% | 0.23% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.17% | 0.32% | 0.69% | Q2 2013 | Q3 2023 | 42 |
HARBOUR INVESTMENT MANAGEMENT LLC | 42 | 42 | 1.78% | 2.17% | 2.69% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.23% | 0.32% | 0.39% | Q2 2013 | Q3 2023 | 42 |
KING LUTHER CAPITAL MANAGEMENT CORP | 42 | 42 | 0.08% | 0.12% | 0.15% | Q2 2013 | Q3 2023 | 42 |
WILKINS INVESTMENT COUNSEL INC | 42 | 42 | 2.54% | 3.11% | 3.92% | Q2 2013 | Q3 2023 | 42 |
BOSTON FAMILY OFFICE LLC | 42 | 42 | 0.47% | 1.06% | 1.63% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL TRUST CO | 42 | 42 | 0.33% | 0.60% | 0.96% | Q2 2013 | Q3 2023 | 42 |
MEYER HANDELMAN CO | 42 | 42 | 0.42% | 0.59% | 0.80% | Q2 2013 | Q3 2023 | 42 |
CINCINNATI CASUALTY CO | 42 | 42 | 6.16% | 8.08% | 11.43% | Q2 2013 | Q3 2023 | 42 |
CINCINNATI INDEMNITY CO | 42 | 42 | 17.11% | 22.79% | 30.76% | Q2 2013 | Q3 2023 | 42 |
Cincinnati Specialty Underwriters Insurance CO | 42 | 42 | 3.40% | 4.54% | 5.65% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.21% | 0.27% | 0.33% | Q2 2013 | Q3 2023 | 42 |
CINCINNATI INSURANCE CO | 42 | 42 | 0.64% | 1.38% | 2.89% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.15% | 0.19% | 0.26% | Q2 2013 | Q3 2023 | 42 |
1832 Asset Management L.P. | 42 | 42 | 0.01% | 0.24% | 1.04% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.03% | 0.19% | 0.32% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.35% | 0.46% | 0.63% | Q2 2013 | Q3 2023 | 42 |
Newman Dignan & Sheerar, Inc. | 42 | 42 | 0.02% | 0.34% | 2.83% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.09% | 0.15% | 0.20% | Q2 2012 | Q4 2022 | 42 |
INVESTMENT HOUSE LLC | 42 | 42 | 0.76% | 1.06% | 1.82% | Q2 2013 | Q3 2023 | 42 |
STOCK YARDS BANK & TRUST CO | 42 | 42 | 0.08% | 0.17% | 0.30% | Q2 2013 | Q3 2023 | 42 |
DAVIS R M INC | 42 | 42 | 0.21% | 0.36% | 0.60% | Q2 2013 | Q3 2023 | 42 |
Bath Savings Trust Co | 42 | 42 | 1.59% | 2.13% | 2.71% | Q2 2013 | Q3 2023 | 42 |
ASSOCIATED BANC-CORP | 42 | 42 | 0.07% | 0.12% | 0.27% | Q2 2013 | Q3 2023 | 42 |
MITCHELL SINKLER & STARR/PA | 42 | 42 | 0.60% | 1.40% | 1.96% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.17% | 0.22% | 0.30% | Q2 2013 | Q3 2023 | 42 |
State of Alaska, Department of Revenue | 42 | 42 | 0.13% | 0.23% | 0.36% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.16% | 0.26% | 0.52% | Q2 2013 | Q3 2023 | 42 |
FIDUCIARY TRUST CO | 42 | 42 | 0.41% | 0.54% | 0.69% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.14% | 0.19% | 0.27% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.16% | 0.64% | 0.99% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.36% | 0.59% | 0.78% | Q2 2013 | Q4 2023 | 42 |
West Oak Capital, LLC | 42 | 42 | 1.44% | 1.72% | 2.15% | Q2 2013 | Q3 2023 | 42 |
CARRET ASSET MANAGEMENT, LLC | 42 | 42 | 0.23% | 0.29% | 0.37% | Q2 2013 | Q3 2023 | 42 |
PEAPACK GLADSTONE FINANCIAL CORP | 42 | 42 | 0.63% | 0.94% | 1.21% | Q2 2013 | Q3 2023 | 42 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 42 | 42 | 0.00% | 0.13% | 0.37% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.18% | 0.22% | 0.28% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.15% | 0.21% | 0.27% | Q2 2013 | Q3 2023 | 42 |
Aull & Monroe Investment Management Corp | 42 | 42 | 1.51% | 2.07% | 2.83% | Q2 2013 | Q3 2023 | 42 |
Brown Capital Management | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ROBERTS GLORE & CO INC /IL/ | 42 | 42 | 0.26% | 0.38% | 0.48% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
CONNING INC. | 42 | 42 | 0.03% | 0.90% | 1.57% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.08% | 0.26% | 0.43% | Q2 2013 | Q3 2023 | 42 |
Aviance Capital Partners, LLC | 42 | 42 | 0.22% | 0.28% | 0.41% | Q2 2013 | Q3 2023 | 42 |
DUNCKER STREETT & CO INC | 42 | 42 | 0.01% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 42 |
Granite Investment Partners, LLC | 42 | 42 | 0.31% | 0.58% | 1.14% | Q2 2013 | Q3 2023 | 42 |
CONGRESS ASSET MANAGEMENT CO /MA | 42 | 42 | 0.01% | 0.28% | 1.36% | Q2 2013 | Q3 2023 | 42 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 42 | 42 | 0.00% | 0.08% | 0.26% | Q2 2013 | Q3 2023 | 42 |
L. Roy Papp & Associates, LLP | 42 | 42 | 0.18% | 0.27% | 0.50% | Q2 2013 | Q3 2023 | 42 |
Copeland Capital Management, LLC | 42 | 42 | 0.06% | 0.13% | 0.29% | Q2 2013 | Q3 2023 | 42 |
1ST SOURCE BANK | 42 | 42 | 0.43% | 0.53% | 0.70% | Q2 2013 | Q3 2023 | 42 |
Aspen Investment Management Inc | 42 | 42 | 0.39% | 0.64% | 0.97% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.03% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 42 |
EADS & HEALD WEALTH MANAGEMENT | 42 | 42 | 1.02% | 1.21% | 1.38% | Q2 2013 | Q3 2023 | 42 |
Atlas Brown,Inc. | 42 | 42 | 0.29% | 0.75% | 1.28% | Q2 2013 | Q3 2023 | 42 |
Ramsay, Stattman, Vela & Price, Inc. | 42 | 42 | 2.25% | 2.81% | 3.50% | Q2 2013 | Q3 2023 | 42 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 42 | 42 | 0.19% | 0.25% | 0.47% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.16% | 0.22% | 0.31% | Q2 2013 | Q3 2023 | 42 |
NBT BANK N A /NY | 42 | 42 | 0.70% | 0.83% | 1.10% | Q2 2013 | Q3 2023 | 42 |
BLB&B Advisors, LLC | 42 | 42 | 0.32% | 0.64% | 0.85% | Q2 2013 | Q3 2023 | 42 |
Capital Investment Services of America, Inc. | 42 | 42 | 0.17% | 0.30% | 0.52% | Q2 2013 | Q3 2023 | 42 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 42 | 42 | 0.46% | 0.86% | 1.59% | Q2 2013 | Q3 2023 | 42 |
HARRIS ASSOCIATES L P | 42 | 42 | 0.00% | 0.50% | 1.00% | Q2 2013 | Q3 2023 | 42 |
Atria Investments, Inc | 42 | 42 | 0.06% | 0.18% | 0.30% | Q2 2013 | Q3 2023 | 42 |
CONNORS INVESTOR SERVICES INC | 42 | 42 | 0.05% | 0.43% | 1.34% | Q2 2013 | Q3 2023 | 42 |
ABNER HERRMAN & BROCK LLC | 42 | 42 | 1.76% | 2.35% | 3.38% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.12% | 0.27% | 0.66% | Q2 2013 | Q3 2023 | 42 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 42 | 42 | 0.43% | 0.51% | 0.59% | Q2 2013 | Q3 2023 | 42 |
JONES FINANCIAL COMPANIES LLLP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Coho Partners, Ltd. | 42 | 42 | 0.04% | 2.56% | 4.64% | Q2 2013 | Q3 2023 | 42 |
PRIO WEALTH LIMITED PARTNERSHIP | 42 | 42 | 0.37% | 0.73% | 0.96% | Q2 2013 | Q3 2023 | 42 |
MONARCH CAPITAL MANAGEMENT INC/ | 42 | 42 | 1.85% | 2.45% | 3.10% | Q2 2013 | Q3 2023 | 42 |
BOSTON FINANCIAL MANGEMENT LLC | 42 | 42 | 0.29% | 1.01% | 1.94% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.10% | 0.16% | 0.28% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.05% | 0.13% | 0.22% | Q2 2013 | Q3 2023 | 42 |
BURNS J W & CO INC/NY | 42 | 42 | 0.08% | 0.16% | 0.45% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.01% | 0.53% | 1.24% | Q2 2013 | Q3 2023 | 42 |
EASTERN BANK | 42 | 42 | 0.03% | 0.11% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Roundview Capital LLC | 42 | 42 | 0.20% | 0.29% | 0.46% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.04% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 42 |
STEWART & PATTEN CO LLC | 42 | 42 | 2.70% | 3.52% | 4.96% | Q2 2013 | Q3 2023 | 42 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 42 | 42 | 0.38% | 0.88% | 1.26% | Q2 2013 | Q3 2023 | 42 |
Maple Capital Management, Inc. | 42 | 42 | 0.07% | 0.47% | 2.28% | Q2 2013 | Q3 2023 | 42 |
Edgemoor Investment Advisors, Inc. | 42 | 42 | 0.04% | 0.44% | 2.61% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.12% | 0.22% | 0.41% | Q2 2013 | Q3 2023 | 42 |
EAGLE GLOBAL ADVISORS LLC | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.24% | 1.25% | 2.21% | Q2 2013 | Q3 2023 | 42 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 42 | 42 | 0.16% | 0.63% | 1.91% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.17% | 0.23% | 0.35% | Q2 2013 | Q3 2023 | 42 |
MONETARY MANAGEMENT GROUP INC | 42 | 42 | 0.18% | 0.38% | 1.03% | Q2 2013 | Q3 2023 | 42 |
ATWOOD & PALMER INC | 42 | 42 | 0.09% | 0.34% | 1.18% | Q2 2013 | Q3 2023 | 42 |
Ledyard National Bank | 42 | 42 | 0.25% | 0.36% | 0.46% | Q2 2013 | Q3 2023 | 42 |
Hills Bank & Trust Co | 42 | 42 | 0.16% | 0.27% | 0.45% | Q2 2013 | Q3 2023 | 42 |
SAYBROOK CAPITAL /NC | 42 | 42 | 3.57% | 4.46% | 6.48% | Q2 2013 | Q3 2023 | 42 |
WOODMONT INVESTMENT COUNSEL LLC | 42 | 42 | 0.11% | 0.20% | 0.30% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VERMONT | 42 | 42 | 0.63% | 0.79% | 0.99% | Q2 2013 | Q3 2023 | 42 |
ADELL HARRIMAN & CARPENTER INC | 42 | 42 | 0.08% | 0.16% | 0.27% | Q2 2013 | Q3 2023 | 42 |
PATTEN & PATTEN INC/TN | 42 | 42 | 0.10% | 0.12% | 0.15% | Q2 2013 | Q3 2023 | 42 |
DE BURLO GROUP INC | 42 | 42 | 0.06% | 0.50% | 2.83% | Q2 2013 | Q3 2023 | 42 |
PRENTISS SMITH & CO INC | 42 | 42 | 0.24% | 0.45% | 0.90% | Q2 2013 | Q3 2023 | 42 |
YHB Investment Advisors, Inc. | 42 | 42 | 0.09% | 0.15% | 0.20% | Q2 2013 | Q3 2023 | 42 |
America First Investment Advisors, LLC | 42 | 42 | 4.11% | 5.09% | 7.28% | Q2 2013 | Q3 2023 | 42 |
DELTA ASSET MANAGEMENT LLC/TN | 42 | 42 | 0.04% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VIRGINIA /VA | 42 | 42 | 0.11% | 1.33% | 2.28% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.15% | 0.28% | 0.92% | Q2 2013 | Q3 2023 | 42 |
BANK OF HAWAII | 42 | 42 | 0.11% | 0.23% | 0.41% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.09% | 0.18% | 0.37% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.10% | 0.22% | 0.41% | Q2 2013 | Q3 2023 | 42 |
Douglass Winthrop Advisors, LLC | 42 | 42 | 0.09% | 0.38% | 0.72% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.04% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.06% | 0.16% | 0.38% | Q2 2013 | Q3 2023 | 42 |
Baker Ellis Asset Management LLC | 42 | 42 | 0.11% | 0.16% | 0.39% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
NICHOLS & PRATT ADVISERS LLP /MA | 42 | 42 | 3.72% | 5.06% | 6.94% | Q2 2013 | Q3 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
GRANDFIELD & DODD, LLC | 42 | 42 | 0.08% | 0.13% | 0.17% | Q2 2013 | Q3 2023 | 42 |
WEDBUSH SECURITIES INC | 42 | 42 | 0.03% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Alberta Investment Management Corp | 42 | 42 | 0.02% | 0.12% | 0.39% | Q2 2013 | Q3 2023 | 42 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 42 | 42 | 0.44% | 0.69% | 1.05% | Q2 2013 | Q3 2023 | 42 |
PUTNAM INVESTMENTS LLC | 42 | 42 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
CPWM, LLC | 39 | 3 | 0.07% | 0.14% | 0.23% | Q1 2012 | Q3 2022 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.02% | 0.09% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Raymond James Financial Services Advisors, Inc. | 42 | 42 | 0.07% | 0.11% | 0.23% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 17 | 8 | 0.00% | 0.15% | 0.26% | Q2 2013 | Q3 2023 | 42 |
DAVENPORT & Co LLC | 42 | 42 | 0.02% | 0.23% | 1.18% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.15% | 0.22% | 0.30% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.13% | 0.24% | 0.28% | Q2 2013 | Q3 2023 | 42 |
SPINNAKER TRUST | 42 | 42 | 0.15% | 0.26% | 0.42% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.22% | 0.28% | 0.57% | Q2 2013 | Q3 2023 | 42 |
MOTCO | 42 | 42 | 0.03% | 0.21% | 0.54% | Q2 2013 | Q3 2023 | 42 |
Epoch Investment Partners, Inc. | 42 | 42 | 0.07% | 0.31% | 0.60% | Q2 2013 | Q3 2023 | 42 |
OLD NATIONAL BANCORP /IN/ | 42 | 42 | 0.03% | 0.13% | 0.20% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.04% | 0.15% | 0.55% | Q2 2013 | Q3 2023 | 42 |
GREENLEAF TRUST | 42 | 42 | 0.01% | 0.03% | 0.15% | Q2 2013 | Q3 2023 | 42 |
HARVEY INVESTMENT CO LLC | 42 | 42 | 0.14% | 0.20% | 0.25% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.03% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 42 | 42 | 0.06% | 0.10% | 0.14% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.04% | 0.10% | 0.36% | Q2 2013 | Q3 2023 | 42 |
KANAWHA CAPITAL MANAGEMENT LLC | 42 | 42 | 1.43% | 2.04% | 2.93% | Q2 2013 | Q3 2023 | 42 |
SIGNATUREFD, LLC | 42 | 42 | 0.03% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Chesley Taft & Associates LLC | 42 | 42 | 0.18% | 0.25% | 0.35% | Q2 2013 | Q3 2023 | 42 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 42 | 42 | 1.72% | 3.74% | 4.64% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.09% | 0.13% | 0.19% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.16% | 0.20% | 0.26% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.17% | 0.25% | 0.50% | Q2 2013 | Q3 2023 | 42 |
LS Investment Advisors, LLC | 42 | 42 | 0.22% | 0.44% | 1.48% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.21% | 0.34% | 0.61% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.01% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Dorsey & Whitney Trust CO LLC | 42 | 42 | 0.05% | 0.11% | 0.27% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.17% | 0.20% | 0.27% | Q2 2013 | Q3 2023 | 42 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.31% | 0.38% | 0.46% | Q2 2013 | Q3 2023 | 42 |
CARDEROCK CAPITAL MANAGEMENT INC | 42 | 42 | 0.82% | 1.96% | 2.91% | Q2 2013 | Q3 2023 | 42 |
BAILARD, INC. | 42 | 42 | 0.04% | 0.08% | 0.51% | Q2 2013 | Q3 2023 | 42 |
BANK OF NOVA SCOTIA | 29 | 13 | 0.01% | 0.11% | 0.66% | Q1 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.15% | 0.26% | 0.48% | Q2 2013 | Q3 2023 | 42 |
CENTRAL BANK & TRUST CO | 42 | 42 | 0.01% | 0.06% | 0.45% | Q2 2013 | Q3 2023 | 42 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 42 | 42 | 0.00% | 0.14% | 0.45% | Q2 2013 | Q3 2023 | 42 |
Birch Hill Investment Advisors LLC | 42 | 42 | 0.30% | 0.38% | 0.57% | Q2 2013 | Q3 2023 | 42 |
Plante Moran Financial Advisors, LLC | 42 | 42 | 0.10% | 0.32% | 0.50% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.02% | 0.22% | 0.44% | Q2 2013 | Q3 2023 | 42 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 42 | 42 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.04% | 0.60% | Q2 2013 | Q3 2023 | 42 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 42 | 42 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.16% | 0.22% | 0.31% | Q2 2013 | Q3 2023 | 42 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 42 | 42 | 2.51% | 3.05% | 3.89% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.15% | 0.20% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Hardman Johnston Global Advisors LLC | 42 | 42 | 0.98% | 1.76% | 2.67% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.01% | 0.24% | 0.68% | Q2 2013 | Q3 2023 | 42 |
WENDELL DAVID ASSOCIATES INC | 42 | 42 | 3.79% | 4.64% | 5.74% | Q2 2013 | Q3 2023 | 42 |
LOWE BROCKENBROUGH & CO INC | 42 | 42 | 0.34% | 0.41% | 0.54% | Q2 2013 | Q3 2023 | 42 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 42 | 42 | 0.24% | 0.35% | 0.50% | Q2 2013 | Q3 2023 | 42 |
Mechanics Bank Trust Department | 42 | 42 | 0.38% | 0.72% | 1.04% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.20% | 0.39% | 0.56% | Q2 2013 | Q3 2023 | 42 |
Spears Abacus Advisors LLC | 42 | 42 | 0.09% | 0.16% | 0.26% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.04% | 0.20% | 0.34% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.10% | 0.17% | 0.22% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.15% | 0.20% | 0.28% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.08% | 0.30% | 1.40% | Q2 2013 | Q3 2023 | 42 |
LOOMIS SAYLES & CO L P | 42 | 42 | 0.00% | 0.45% | 0.79% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.28% | 0.71% | 0.95% | Q2 2013 | Q3 2023 | 42 |
TORONTO DOMINION BANK | 36 | 2 | 0.00% | 0.06% | 0.18% | Q1 2013 | Q3 2023 | 42 |
VAN STRUM & TOWNE INC. | 42 | 42 | 3.92% | 5.32% | 7.08% | Q2 2013 | Q3 2023 | 42 |
Penobscot Investment Management Company, Inc. | 42 | 42 | 1.36% | 1.65% | 1.86% | Q2 2013 | Q3 2023 | 42 |
Main Street Research LLC | 42 | 42 | 0.06% | 0.13% | 0.21% | Q2 2013 | Q3 2023 | 42 |
MARTINGALE ASSET MANAGEMENT L P | 42 | 42 | 0.01% | 0.40% | 0.89% | Q2 2013 | Q3 2023 | 42 |
MONTAG A & ASSOCIATES INC | 42 | 42 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
MARCO INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.02% | 0.07% | 0.56% | Q2 2013 | Q3 2023 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.02% | 0.09% | 0.22% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Choate Investment Advisors | 42 | 42 | 0.19% | 0.30% | 0.48% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.10% | 0.19% | 0.48% | Q2 2013 | Q3 2023 | 42 |
S&CO INC | 42 | 42 | 2.74% | 3.56% | 4.42% | Q2 2013 | Q3 2023 | 42 |
GHP Investment Advisors, Inc. | 42 | 42 | 0.41% | 0.51% | 0.67% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.01% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 42 |
CRAWFORD INVESTMENT COUNSEL INC | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
CHILTON INVESTMENT CO INC. | 42 | 42 | 0.01% | 0.08% | 0.29% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.04% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 42 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.05% | 0.30% | Q2 2013 | Q3 2023 | 42 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.03% | 0.22% | Q2 2013 | Q1 2017 | 42 |
Carnegie Capital Asset Management, LLC | 42 | 42 | 0.06% | 0.12% | 0.20% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 42 |
SHELTON CAPITAL MANAGEMENT | 42 | 42 | 0.16% | 0.32% | 0.82% | Q2 2013 | Q3 2023 | 42 |
Bragg Financial Advisors, Inc | 42 | 42 | 0.08% | 0.18% | 0.42% | Q2 2013 | Q3 2023 | 42 |
DF DENT & CO INC | 42 | 42 | 0.02% | 0.05% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.18% | 0.22% | 0.27% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.17% | 0.25% | 0.35% | Q2 2013 | Q3 2023 | 42 |
FIRST MERCHANTS CORP | 42 | 42 | 0.55% | 1.13% | 1.59% | Q2 2013 | Q3 2023 | 42 |
PARTHENON LLC | 42 | 42 | 0.10% | 0.14% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Renaissance Investment Group LLC | 42 | 42 | 0.39% | 1.31% | 3.02% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.18% | 0.36% | 0.80% | Q2 2013 | Q3 2023 | 42 |
Violich Capital Management, Inc. | 42 | 42 | 1.36% | 1.91% | 2.38% | Q2 2013 | Q3 2023 | 42 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 42 | 42 | 0.34% | 0.45% | 0.69% | Q2 2013 | Q3 2023 | 42 |
Haverford Trust Co | 42 | 42 | 0.49% | 0.70% | 0.89% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.03% | 0.14% | 0.35% | Q2 2013 | Q3 2023 | 42 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 42 | 42 | 1.54% | 1.82% | 2.33% | Q2 2013 | Q3 2023 | 42 |
PENINSULA ASSET MANAGEMENT INC | 42 | 42 | 2.25% | 2.86% | 3.79% | Q2 2013 | Q3 2023 | 42 |
ROCKLAND TRUST CO | 42 | 42 | 0.10% | 0.55% | 1.72% | Q2 2013 | Q3 2023 | 42 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 42 | 42 | 0.04% | 0.07% | 0.09% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.04% | 0.18% | 0.38% | Q2 2013 | Q3 2023 | 42 |
NEVILLE RODIE & SHAW INC | 42 | 42 | 0.38% | 0.51% | 0.66% | Q3 2013 | Q4 2023 | 42 |
FUKOKU MUTUAL LIFE INSURANCE Co | 42 | 42 | 0.04% | 0.09% | 0.64% | Q2 2013 | Q3 2023 | 42 |
UMB Bank, n.a. | 42 | 42 | 0.06% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 42 |
CAPITAL CITY TRUST CO/FL | 42 | 42 | 0.30% | 0.39% | 0.46% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.06% | 0.15% | 0.37% | Q2 2013 | Q3 2023 | 42 |
ENTERPRISE FINANCIAL SERVICES CORP | 42 | 42 | 0.09% | 0.22% | 0.81% | Q2 2013 | Q3 2023 | 42 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 42 | 42 | 0.03% | 0.15% | 0.45% | Q2 2013 | Q3 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.10% | 0.43% | 0.61% | Q2 2013 | Q3 2023 | 42 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 42 | 42 | 1.52% | 2.72% | 3.54% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.12% | 0.26% | 0.44% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.05% | 0.25% | 0.42% | Q2 2013 | Q3 2023 | 42 |
BURKE & HERBERT BANK & TRUST CO | 42 | 42 | 0.37% | 0.53% | 0.77% | Q2 2013 | Q3 2023 | 42 |
Coastline Trust Co | 42 | 42 | 0.76% | 1.20% | 2.00% | Q2 2013 | Q3 2023 | 42 |
Financial Architects, Inc | 41 | 41 | 0.01% | 0.42% | 0.90% | Q2 2013 | Q2 2023 | 42 |
MCDANIEL TERRY & CO | 42 | 42 | 3.66% | 4.58% | 5.74% | Q2 2013 | Q3 2023 | 42 |
Fruth Investment Management | 42 | 42 | 1.27% | 1.68% | 2.10% | Q2 2013 | Q3 2023 | 42 |
WEBSTER BANK, N. A. | 42 | 42 | 0.14% | 0.30% | 0.46% | Q2 2013 | Q3 2023 | 42 |
AUXIER ASSET MANAGEMENT | 42 | 42 | 0.19% | 0.26% | 0.35% | Q2 2013 | Q3 2023 | 42 |
Argyle Capital Management Inc. | 42 | 42 | 0.14% | 0.19% | 0.28% | Q2 2013 | Q3 2023 | 42 |
JENSEN INVESTMENT MANAGEMENT INC | 42 | 42 | 0.18% | 2.25% | 4.70% | Q2 2013 | Q3 2023 | 42 |
THOMPSON SIEGEL & WALMSLEY LLC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
White Pine Investment CO | 42 | 42 | 1.14% | 1.51% | 2.02% | Q2 2013 | Q3 2023 | 42 |
SHAYNE & JACOBS, LLC | 42 | 42 | 0.32% | 1.00% | 1.80% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.18% | 0.23% | 0.40% | Q2 2013 | Q3 2023 | 42 |
TCTC Holdings, LLC | 42 | 42 | 0.28% | 0.35% | 0.45% | Q2 2013 | Q3 2023 | 42 |
KCM INVESTMENT ADVISORS LLC | 42 | 42 | 0.40% | 1.35% | 2.13% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.39% | 0.67% | 1.01% | Q2 2013 | Q3 2023 | 42 |
FARMERS TRUST CO | 42 | 42 | 0.09% | 0.28% | 1.39% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Van Cleef Asset Management,Inc | 42 | 42 | 0.33% | 0.47% | 0.56% | Q2 2013 | Q3 2023 | 42 |
Capital Investment Counsel, Inc | 42 | 42 | 0.75% | 1.18% | 1.87% | Q2 2013 | Q3 2023 | 42 |
Evercore Wealth Management, LLC | 42 | 42 | 0.25% | 0.39% | 0.63% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.10% | 0.17% | 0.30% | Q2 2013 | Q3 2023 | 42 |
GATEWAY INVESTMENT ADVISERS LLC | 42 | 42 | 0.28% | 0.43% | 0.61% | Q2 2013 | Q3 2023 | 42 |
GUYASUTA INVESTMENT ADVISORS INC | 42 | 42 | 0.92% | 1.71% | 2.88% | Q2 2013 | Q3 2023 | 42 |
CAPITAL COUNSEL LLC/NY | 42 | 42 | 6.56% | 8.11% | 10.48% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.18% | 0.22% | 0.26% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.04% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Essex Financial Services, Inc. | 42 | 42 | 0.26% | 0.48% | 0.83% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.10% | 0.21% | 0.32% | Q2 2013 | Q3 2023 | 42 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.01% | 0.13% | 0.73% | Q2 2013 | Q3 2023 | 42 |
ARGENT CAPITAL MANAGEMENT LLC | 42 | 42 | 0.02% | 0.26% | 1.06% | Q2 2013 | Q3 2023 | 42 |
KLINGENSTEIN FIELDS & CO LP | 42 | 42 | 0.02% | 0.05% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Aureus Asset Management, LLC | 42 | 42 | 0.10% | 0.18% | 0.32% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.04% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 42 |
SouthState Corp | 42 | 42 | 0.34% | 0.69% | 1.14% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.12% | 0.24% | 0.42% | Q2 2013 | Q3 2023 | 42 |
JARISLOWSKY, FRASER Ltd | 42 | 42 | 0.14% | 0.28% | 0.67% | Q2 2013 | Q3 2023 | 42 |
Johnson Financial Group, Inc. | 42 | 42 | 0.00% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.04% | 0.18% | 0.45% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.07% | 0.09% | 0.17% | Q2 2013 | Q3 2023 | 42 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 28 | 13 | 0.02% | 0.06% | 0.41% | Q2 2013 | Q3 2023 | 41 |
SUMITOMO LIFE INSURANCE CO | 41 | 41 | 0.07% | 0.27% | 0.52% | Q3 2013 | Q3 2023 | 41 |
BRADLEY FOSTER & SARGENT INC/CT | 28 | 13 | 0.59% | 0.75% | 0.91% | Q2 2013 | Q3 2023 | 41 |
ASSETMARK, INC | 41 | 41 | 0.00% | 0.09% | 0.49% | Q3 2013 | Q3 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.21% | 0.25% | 0.31% | Q3 2013 | Q3 2023 | 41 |
Ironwood Investment Counsel, LLC | 36 | 5 | 0.39% | 0.78% | 1.21% | Q2 2013 | Q3 2023 | 41 |
Hartford Financial Management Inc. | 32 | 9 | 0.55% | 1.22% | 1.96% | Q2 2013 | Q3 2023 | 41 |
Korea Investment CORP | 30 | 11 | 0.02% | 0.12% | 0.40% | Q2 2013 | Q3 2023 | 41 |
HM PAYSON & CO | 22 | 19 | 0.17% | 0.23% | 0.34% | Q2 2013 | Q3 2023 | 41 |
Liberty Capital Management, Inc. | 29 | 12 | 0.32% | 0.40% | 0.54% | Q2 2013 | Q3 2023 | 41 |
TWIN CAPITAL MANAGEMENT INC | 24 | 17 | 0.04% | 0.46% | 0.94% | Q2 2013 | Q3 2023 | 41 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 25 | 16 | 0.07% | 0.21% | 0.39% | Q2 2013 | Q3 2023 | 41 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 41 | 41 | 0.00% | 0.09% | 0.23% | Q3 2013 | Q3 2023 | 41 |
Cardinal Capital Management | 41 | 41 | 1.57% | 1.85% | 2.19% | Q3 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.08% | 0.16% | 0.22% | Q2 2013 | Q3 2023 | 41 |
ROANOKE ASSET MANAGEMENT CORP/ NY | 41 | 41 | 0.13% | 0.28% | 0.45% | Q3 2013 | Q3 2023 | 41 |
Family Capital Trust Co | 25 | 16 | 0.01% | 0.18% | 0.65% | Q2 2013 | Q3 2023 | 41 |
Parkside Financial Bank & Trust | 35 | 6 | 0.13% | 0.21% | 0.36% | Q2 2013 | Q3 2023 | 41 |
CIBC WORLD MARKET INC. | 34 | 7 | 0.00% | 0.02% | 0.15% | Q2 2013 | Q3 2023 | 41 |
Somerset Trust Co | 41 | 41 | 0.58% | 1.31% | 2.19% | Q4 2013 | Q4 2023 | 41 |
WBH ADVISORY INC | 38 | 3 | 0.09% | 0.18% | 0.31% | Q2 2013 | Q3 2023 | 41 |
PITTENGER & ANDERSON INC | 29 | 12 | 0.26% | 0.39% | 0.58% | Q2 2013 | Q3 2023 | 41 |
PARSONS CAPITAL MANAGEMENT INC/RI | 28 | 13 | 0.26% | 0.42% | 0.53% | Q2 2013 | Q3 2023 | 41 |
Heathbridge Capital Management Ltd. | 36 | 5 | 3.74% | 5.52% | 7.21% | Q2 2013 | Q3 2023 | 41 |
FINANCIAL COUNSELORS INC | 28 | 13 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 41 |
FineMark National Bank & Trust | 39 | 2 | 0.01% | 0.06% | 0.34% | Q2 2013 | Q3 2023 | 41 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 41 | 41 | 0.03% | 0.07% | 0.13% | Q3 2013 | Q3 2023 | 41 |
Endurance Wealth Management, Inc. | 41 | 41 | 0.04% | 0.11% | 0.33% | Q2 2013 | Q2 2023 | 41 |
TOMPKINS FINANCIAL CORP | 28 | 3 | 0.19% | 0.31% | 0.78% | Q2 2013 | Q4 2023 | 41 |
SG Americas Securities, LLC | 28 | 13 | 0.00% | 0.10% | 0.53% | Q2 2013 | Q3 2023 | 41 |
Linscomb & Williams, Inc. | 35 | 6 | 0.03% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 41 |
Hikari Tsushin, Inc. | 33 | 8 | 0.13% | 0.26% | 0.38% | Q2 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.07% | 0.20% | 0.28% | Q3 2013 | Q3 2023 | 41 |
WELCH & FORBES LLC | 28 | 13 | 0.70% | 0.87% | 1.13% | Q2 2013 | Q3 2023 | 41 |
Polen Capital Management | 41 | 41 | 0.09% | 3.24% | 6.53% | Q3 2013 | Q3 2023 | 41 |
SAWGRASS ASSET MANAGEMENT LLC | 34 | 7 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 41 |
Sandy Spring Bank | 38 | 3 | 0.18% | 0.27% | 0.35% | Q2 2013 | Q3 2023 | 41 |
Boltwood Capital Management | 29 | 12 | 0.15% | 0.41% | 0.61% | Q2 2013 | Q4 2023 | 41 |
TCI Wealth Advisors, Inc. | 28 | 13 | 0.02% | 0.11% | 0.27% | Q4 2012 | Q1 2023 | 41 |
J.P. Morgan Private Wealth Advisors LLC | 40 | 1 | 0.06% | 0.15% | 0.31% | Q2 2013 | Q3 2023 | 41 |
FDx Advisors, Inc. | 35 | 6 | 0.01% | 0.25% | 1.23% | Q2 2013 | Q3 2023 | 41 |
Mariner, LLC | 28 | 13 | 0.02% | 0.13% | 0.64% | Q2 2013 | Q3 2023 | 41 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 41 | 41 | 0.30% | 0.98% | 1.72% | Q2 2013 | Q2 2023 | 41 |
NISA INVESTMENT ADVISORS, LLC | 34 | 7 | 0.21% | 0.26% | 0.36% | Q2 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.04% | 0.11% | 0.22% | Q3 2013 | Q3 2023 | 41 |
JAG CAPITAL MANAGEMENT, LLC | 41 | 41 | 0.04% | 0.37% | 0.50% | Q3 2013 | Q3 2023 | 41 |
SCOTIA CAPITAL INC. | 28 | 13 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 41 |
ING GROEP NV | 27 | 14 | 0.02% | 0.18% | 0.61% | Q2 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.15% | 0.24% | 0.36% | Q1 2013 | Q3 2023 | 41 |
FAYEZ SAROFIM & CO | 40 | 1 | 0.59% | 0.76% | 0.95% | Q2 2013 | Q3 2023 | 41 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.02% | 0.07% | 0.12% | Q2 2013 | Q2 2023 | 41 |
FORBES J M & CO LLP | 38 | 3 | 0.00% | 0.28% | 0.38% | Q2 2013 | Q3 2023 | 41 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 36 | 5 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.06% | 0.10% | 0.17% | Q2 2013 | Q3 2023 | 41 |
DEARBORN PARTNERS LLC | 41 | 41 | 1.87% | 2.49% | 3.22% | Q3 2013 | Q3 2023 | 41 |
CANADA PENSION PLAN INVESTMENT BOARD | 31 | 10 | 0.00% | 0.10% | 0.38% | Q2 2013 | Q3 2023 | 41 |
Reynders McVeigh Capital Management, LLC | 29 | 12 | 1.11% | 2.44% | 3.69% | Q2 2013 | Q3 2023 | 41 |
PARK NATIONAL CORP /OH/ | 34 | 3 | 0.33% | 1.49% | 2.83% | Q2 2013 | Q4 2023 | 41 |
WESBANCO BANK INC | 30 | 11 | 0.07% | 0.10% | 0.23% | Q2 2013 | Q3 2023 | 41 |
COMPTON CAPITAL MANAGEMENT INC /RI | 40 | 40 | 0.28% | 0.54% | 0.96% | Q2 2013 | Q1 2023 | 40 |
Segment Wealth Management, LLC | 40 | 40 | 0.68% | 1.04% | 1.45% | Q4 2013 | Q3 2023 | 40 |
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC | 40 | 40 | 4.32% | 5.84% | 7.89% | Q4 2013 | Q3 2023 | 40 |
Busey Bank | 23 | 1 | 0.12% | 0.22% | 1.17% | Q2 2013 | Q3 2023 | 40 |
Prospera Financial Services Inc | 22 | 18 | 0.05% | 0.12% | 0.25% | Q3 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.04% | 0.10% | 0.27% | Q4 2013 | Q3 2023 | 40 |
CITY HOLDING CO | 40 | 40 | 0.96% | 1.21% | 1.48% | Q4 2013 | Q3 2023 | 40 |
MERIDIAN INVESTMENT COUNSEL INC. | 40 | 40 | 0.30% | 0.38% | 0.50% | Q4 2013 | Q3 2023 | 40 |
STATE STREET CORP | 32 | 8 | 0.18% | 0.21% | 0.26% | Q2 2013 | Q3 2023 | 40 |
Hamilton Point Investment Advisors, LLC | 40 | 40 | 1.99% | 2.36% | 3.09% | Q4 2013 | Q3 2023 | 40 |
K.J. Harrison & Partners Inc | 37 | 3 | 0.06% | 0.42% | 1.35% | Q2 2013 | Q2 2023 | 40 |
Clark Capital Management Group, Inc. | 24 | 16 | 0.01% | 0.25% | 0.86% | Q2 2013 | Q3 2023 | 40 |
Moreno Evelyn V | 40 | 40 | 0.11% | 0.47% | 0.97% | Q4 2013 | Q3 2023 | 40 |
Page Arthur B | 40 | 40 | 2.85% | 3.95% | 5.06% | Q4 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.17% | 0.24% | 0.39% | Q2 2013 | Q3 2023 | 40 |
Parsec Financial Management, Inc. | 40 | 40 | 0.18% | 0.48% | 1.04% | Q2 2013 | Q1 2023 | 40 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 40 | 40 | 0.46% | 0.66% | 0.85% | Q2 2013 | Q1 2023 | 40 |
Tradewinds Capital Management, LLC | 40 | 40 | 0.02% | 0.04% | 0.06% | Q4 2013 | Q3 2023 | 40 |
Tower Research Capital LLC (TRC) | 28 | 12 | 0.00% | 0.09% | 0.38% | Q3 2013 | Q3 2023 | 40 |
Moors & Cabot, Inc. | 39 | 39 | 0.00% | 0.10% | 0.15% | Q1 2014 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.19% | 0.25% | 0.38% | Q4 2013 | Q3 2023 | 40 |
Loudon Investment Management, LLC | 40 | 40 | 0.18% | 0.43% | 0.98% | Q4 2013 | Q3 2023 | 40 |
PITCAIRN CO | 37 | 3 | 0.02% | 0.07% | 0.19% | Q2 2013 | Q3 2023 | 40 |
Blue Fin Capital, Inc. | 40 | 40 | 0.22% | 0.41% | 0.58% | Q4 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.13% | 0.19% | 0.32% | Q4 2013 | Q3 2023 | 40 |
PEOPLES FINANCIAL SERVICES CORP. | 40 | 40 | 0.33% | 0.47% | 0.61% | Q4 2013 | Q3 2023 | 40 |
Curbstone Financial Management Corp | 40 | 40 | 0.12% | 0.20% | 0.31% | Q1 2014 | Q4 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.20% | 0.25% | 0.31% | Q3 2013 | Q3 2023 | 40 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 11 | 0.00% | 0.03% | 0.22% | Q4 2013 | Q4 2023 | 40 |
SEGALL BRYANT & HAMILL, LLC | 40 | 40 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q2 2023 | 40 |
First Horizon Advisors, Inc. | 40 | 40 | 0.02% | 0.04% | 0.09% | Q4 2013 | Q3 2023 | 40 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 40 | 40 | 0.07% | 0.92% | 1.34% | Q2 2013 | Q1 2023 | 40 |
PEAK6 Group LLC | 15 | 5 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q2 2018 | 40 |
WMS Partners, LLC | 40 | 40 | 0.03% | 0.07% | 0.16% | Q4 2013 | Q3 2023 | 40 |
Squarepoint Ops LLC | 20 | 1 | 0.00% | 0.14% | 0.80% | Q2 2015 | Q3 2023 | 40 |
BRAVE ASSET MANAGEMENT INC | 40 | 40 | 0.16% | 0.25% | 0.34% | Q4 2013 | Q3 2023 | 40 |
Norman Fields, Gottscho Capital Management, LLC | 26 | 1 | 0.09% | 0.17% | 0.28% | Q1 2013 | Q4 2023 | 40 |
EVERETT HARRIS & CO /CA/ | 40 | 40 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 40 |
Ascent Wealth Partners, LLC | 40 | 40 | 1.66% | 1.97% | 2.44% | Q4 2013 | Q3 2023 | 40 |
JOHNSON INVESTMENT COUNSEL INC | 37 | 3 | 0.06% | 0.56% | 1.09% | Q2 2013 | Q3 2023 | 40 |
Notis-McConarty Edward | 40 | 40 | 2.51% | 3.65% | 5.14% | Q4 2013 | Q3 2023 | 40 |
BRIDGES INVESTMENT MANAGEMENT INC | 40 | 40 | 0.03% | 0.08% | 0.16% | Q4 2013 | Q3 2023 | 40 |
EARNEST PARTNERS LLC | 40 | 40 | 0.01% | 0.14% | 0.27% | Q4 2013 | Q3 2023 | 40 |
Checchi Capital Advisers, LLC | 39 | 39 | 0.05% | 0.10% | 0.15% | Q1 2014 | Q3 2023 | 39 |
TRUSTCO BANK CORP N Y | 19 | 1 | 0.46% | 0.69% | 1.00% | Q2 2013 | Q3 2023 | 39 |
NAPLES GLOBAL ADVISORS, LLC | 39 | 39 | 0.12% | 0.16% | 0.28% | Q1 2014 | Q3 2023 | 39 |
Court Place Advisors, LLC | 39 | 39 | 3.55% | 4.49% | 6.42% | Q1 2014 | Q3 2023 | 39 |
FOSTER DYKEMA CABOT & CO INC/MA | 18 | 10 | 0.03% | 0.07% | 0.09% | Q2 2013 | Q3 2023 | 39 |
Regal Investment Advisors LLC | 27 | 1 | 0.01% | 0.27% | 0.48% | Q2 2013 | Q3 2023 | 39 |
Silver Lake Advisory, LLC | 39 | 39 | 1.69% | 2.01% | 2.64% | Q1 2014 | Q3 2023 | 39 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.01% | 0.10% | 0.22% | Q1 2014 | Q3 2023 | 39 |
HAMEL ASSOCIATES, INC. | 39 | 39 | 0.04% | 0.63% | 1.60% | Q1 2014 | Q3 2023 | 39 |
Andra AP-fonden | 22 | 5 | 0.15% | 0.47% | 0.96% | Q2 2013 | Q2 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.11% | 0.33% | 0.64% | Q1 2014 | Q3 2023 | 39 |
NORTHEAST INVESTMENT MANAGEMENT | 28 | 11 | 0.08% | 0.11% | 0.14% | Q4 2013 | Q3 2023 | 39 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 39 | 39 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q3 2023 | 39 |
GAMBLE JONES INVESTMENT COUNSEL | 39 | 39 | 0.10% | 0.15% | 0.20% | Q2 2013 | Q4 2022 | 39 |
PATTON ALBERTSON MILLER GROUP, LLC | 39 | 39 | 0.04% | 0.23% | 0.99% | Q2 2013 | Q4 2022 | 39 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 21 | 18 | 0.04% | 0.12% | 0.53% | Q2 2013 | Q3 2023 | 39 |
CHATHAM CAPITAL GROUP, INC. | 13 | 1 | 0.05% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 39 |
GIRARD PARTNERS LTD. | 22 | 17 | 0.03% | 0.24% | 0.52% | Q4 2013 | Q3 2023 | 39 |
LOGAN CAPITAL MANAGEMENT INC | 19 | 2 | 0.02% | 0.19% | 0.42% | Q3 2013 | Q3 2023 | 39 |
B. Riley Wealth Advisors, Inc. | 33 | 1 | 0.00% | 0.13% | 0.25% | Q2 2013 | Q3 2023 | 39 |
Cannell & Co. | 39 | 39 | 0.20% | 0.46% | 0.82% | Q1 2014 | Q3 2023 | 39 |
MACKENZIE FINANCIAL CORP | 24 | 2 | 0.00% | 0.11% | 0.98% | Q2 2013 | Q3 2023 | 39 |
MIDDLETON & CO INC/MA | 39 | 39 | 0.07% | 0.12% | 0.20% | Q1 2014 | Q3 2023 | 39 |
Verition Fund Management LLC | 10 | 1 | 0.00% | 0.05% | 0.19% | Q2 2013 | Q3 2023 | 39 |
WASHINGTON TRUST BANK | 39 | 39 | 0.03% | 0.08% | 0.16% | Q1 2014 | Q3 2023 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.18% | 0.22% | 0.26% | Q1 2014 | Q3 2023 | 39 |
BANK OF THE WEST | 39 | 39 | 0.07% | 0.13% | 0.35% | Q2 2013 | Q4 2022 | 39 |
Overbrook Management Corp | 39 | 39 | 0.15% | 0.32% | 0.90% | Q1 2014 | Q3 2023 | 39 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 39 | 39 | 0.94% | 1.23% | 1.51% | Q1 2014 | Q3 2023 | 39 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.48% | 0.92% | 1.55% | Q1 2014 | Q3 2023 | 39 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.08% | 0.10% | 0.13% | Q2 2013 | Q4 2022 | 39 |
LPL Financial LLC | 26 | 13 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 39 |
SALEM INVESTMENT COUNSELORS INC | 39 | 39 | 0.02% | 0.04% | 0.05% | Q1 2014 | Q3 2023 | 39 |
PRUDENTIAL PLC | 30 | 1 | 0.00% | 0.04% | 0.17% | Q3 2013 | Q3 2023 | 39 |
WHALEROCK POINT PARTNERS, LLC | 29 | 10 | 0.81% | 1.27% | 2.76% | Q4 2013 | Q3 2023 | 39 |
Rafferty Asset Management, LLC | 37 | 2 | 0.02% | 0.08% | 0.20% | Q4 2013 | Q3 2023 | 39 |
HALL LAURIE J TRUSTEE | 13 | 13 | 1.05% | 1.47% | 1.82% | Q2 2013 | Q3 2023 | 39 |
HITE Hedge Asset Management LLC | 39 | 39 | 0.06% | 0.10% | 0.19% | Q2 2013 | Q4 2022 | 39 |
Marble Harbor Investment Counsel, LLC | 39 | 39 | 3.25% | 3.82% | 4.82% | Q1 2014 | Q3 2023 | 39 |
FOSTER & MOTLEY INC | 28 | 1 | 0.04% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 38 |
Columbia Asset Management | 32 | 6 | 0.06% | 0.09% | 0.15% | Q1 2014 | Q3 2023 | 38 |
Ashfield Capital Partners, LLC | 38 | 38 | 0.09% | 0.32% | 0.49% | Q2 2013 | Q3 2022 | 38 |
REGENTATLANTIC CAPITAL LLC | 38 | 38 | 0.02% | 0.11% | 0.17% | Q2 2013 | Q3 2022 | 38 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 23 | 7 | 0.00% | 0.11% | 0.20% | Q2 2013 | Q3 2023 | 38 |
Bangor Savings Bank | 31 | 1 | 0.12% | 0.18% | 0.26% | Q4 2013 | Q3 2023 | 38 |
Cambridge Investment Research Advisors, Inc. | 26 | 1 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.06% | 0.12% | 0.32% | Q2 2013 | Q3 2022 | 38 |
COUNTRY TRUST BANK | 36 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2023 | 38 |
FULTON BANK, N.A. | 33 | 5 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q4 2023 | 38 |
American Research & Management Co. | 38 | 38 | 0.74% | 1.05% | 1.31% | Q2 2013 | Q3 2022 | 38 |
INVERNESS COUNSEL LLC /NY/ | 38 | 38 | 0.09% | 0.29% | 0.48% | Q2 2013 | Q3 2022 | 38 |
BTR CAPITAL MANAGEMENT INC | 38 | 38 | 0.12% | 0.15% | 0.21% | Q2 2013 | Q3 2022 | 38 |
Rehmann Capital Advisory Group | 17 | 1 | 0.07% | 0.08% | 0.11% | Q2 2013 | Q3 2023 | 38 |
HOWE & RUSLING INC | 21 | 17 | 0.00% | 0.07% | 0.47% | Q2 2013 | Q1 2023 | 38 |
SENTRY INVESTMENT MANAGEMENT LLC | 21 | 8 | 0.02% | 0.18% | 0.30% | Q2 2013 | Q3 2023 | 38 |
Opus Capital Group, LLC | 24 | 14 | 0.03% | 0.11% | 0.28% | Q1 2014 | Q3 2023 | 38 |
Covington Capital Management | 38 | 38 | 0.32% | 0.49% | 0.68% | Q2 2013 | Q3 2022 | 38 |
First Long Island Investors, LLC | 32 | 6 | 1.34% | 2.99% | 5.41% | Q2 2013 | Q3 2023 | 38 |
Northeast Financial Consultants Inc | 29 | 1 | 0.14% | 0.27% | 0.50% | Q4 2013 | Q3 2023 | 38 |
SALEM CAPITAL MANAGEMENT INC | 38 | 38 | 0.13% | 0.21% | 0.43% | Q2 2013 | Q3 2022 | 38 |
CONDOR CAPITAL MANAGEMENT | 38 | 38 | 0.13% | 0.18% | 0.34% | Q2 2014 | Q3 2023 | 38 |
INTACT INVESTMENT MANAGEMENT INC. | 35 | 2 | 0.05% | 0.13% | 0.28% | Q1 2014 | Q3 2023 | 37 |
ROWLANDMILLER & PARTNERS.ADV | 37 | 37 | 3.52% | 3.87% | 4.33% | Q4 2014 | Q4 2023 | 37 |
MAI Capital Management | 37 | 37 | 0.01% | 0.03% | 0.05% | Q3 2014 | Q3 2023 | 37 |
BAR HARBOR TRUST SERVICES | 37 | 37 | 0.00% | 0.75% | 3.59% | Q2 2013 | Q2 2022 | 37 |
Texas Yale Capital Corp. | 37 | 37 | 0.04% | 0.08% | 0.12% | Q3 2014 | Q3 2023 | 37 |
CADENCE BANK NA | 37 | 37 | 0.20% | 0.25% | 0.30% | Q2 2013 | Q2 2022 | 37 |
ADVISOR PARTNERS LLC | 37 | 37 | 0.17% | 0.30% | 0.54% | Q2 2013 | Q2 2022 | 37 |
BAXTER BROS INC | 30 | 1 | 0.71% | 2.00% | 3.43% | Q3 2013 | Q3 2023 | 37 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 26 | 1 | 0.00% | 0.19% | 0.27% | Q2 2013 | Q3 2023 | 37 |
ALBION FINANCIAL GROUP /UT | 18 | 9 | 0.03% | 0.05% | 0.07% | Q1 2014 | Q3 2023 | 37 |
Sabal Trust CO | 28 | 3 | 0.02% | 0.30% | 1.89% | Q2 2013 | Q3 2023 | 37 |
BARINGS LLC | 37 | 37 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q2 2022 | 37 |
Gradient Investments LLC | 24 | 2 | 0.00% | 0.15% | 0.78% | Q4 2013 | Q3 2023 | 37 |
Barton Investment Management | 15 | 2 | 0.02% | 0.10% | 0.21% | Q2 2013 | Q3 2023 | 37 |
Vigilant Capital Management, LLC | 29 | 8 | 0.00% | 0.04% | 0.13% | Q4 2013 | Q2 2023 | 37 |
ACG Wealth | 36 | 1 | 0.08% | 0.21% | 0.48% | Q2 2013 | Q3 2022 | 37 |
LAZARD ASSET MANAGEMENT LLC | 37 | 37 | 0.00% | 0.03% | 0.13% | Q3 2014 | Q3 2023 | 37 |
Brown Advisory Securities, LLC | 37 | 37 | 0.11% | 0.28% | 1.41% | Q2 2013 | Q2 2022 | 37 |
Brookstone Capital Management | 34 | 3 | 0.02% | 0.03% | 0.08% | Q4 2013 | Q3 2023 | 37 |
INVESTMENT PARTNERS, LTD. | 36 | 36 | 0.42% | 0.83% | 1.20% | Q4 2014 | Q3 2023 | 36 |
National Pension Service | 33 | 3 | 0.20% | 0.25% | 0.31% | Q3 2014 | Q3 2023 | 36 |
Orca Investment Management, LLC | 24 | 12 | 0.30% | 0.58% | 0.98% | Q4 2013 | Q3 2023 | 36 |
Fundsmith | 28 | 1 | 3.77% | 5.12% | 6.82% | Q2 2013 | Q3 2023 | 36 |
ISTHMUS PARTNERS, LLC | 36 | 36 | 0.06% | 1.13% | 2.36% | Q4 2014 | Q3 2023 | 36 |
American Trust Investment Advisors, LLC | 36 | 36 | 0.22% | 0.29% | 0.37% | Q4 2014 | Q3 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.03% | 0.06% | 0.12% | Q4 2014 | Q3 2023 | 36 |
Perigon Wealth Management, LLC | 29 | 1 | 0.17% | 0.35% | 0.56% | Q3 2011 | Q3 2023 | 36 |
Capital Research Global Investors | 22 | 14 | 0.01% | 0.19% | 0.55% | Q2 2013 | Q3 2023 | 36 |
Community Bank, N.A. | 36 | 36 | 0.26% | 0.47% | 0.69% | Q4 2014 | Q3 2023 | 36 |
Heritage Wealth Advisors | 32 | 1 | 0.03% | 0.15% | 1.76% | Q4 2013 | Q3 2023 | 36 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 36 | 36 | 0.58% | 0.79% | 1.02% | Q4 2014 | Q3 2023 | 36 |
HEADINVEST, LLC | 30 | 6 | 0.08% | 0.27% | 0.38% | Q2 2013 | Q3 2023 | 36 |
DOWLING & YAHNKE LLC | 22 | 14 | 0.35% | 0.42% | 0.49% | Q2 2013 | Q3 2022 | 36 |
PALLADIUM PARTNERS LLC | 36 | 36 | 0.32% | 0.40% | 0.50% | Q2 2013 | Q1 2022 | 36 |
Northstar Group, Inc. | 36 | 36 | 0.79% | 1.05% | 1.24% | Q4 2014 | Q3 2023 | 36 |
MYCIO WEALTH PARTNERS, LLC | 27 | 9 | 0.02% | 0.53% | 1.62% | Q2 2013 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.03% | 0.08% | 0.14% | Q4 2014 | Q3 2023 | 36 |
HBK Sorce Advisory LLC | 31 | 2 | 0.03% | 0.08% | 0.13% | Q2 2013 | Q3 2023 | 36 |
Azimuth Capital Management LLC | 36 | 36 | 0.42% | 0.65% | 1.04% | Q2 2013 | Q1 2022 | 36 |
First Personal Financial Services | 36 | 36 | 0.01% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 36 |
SVB WEALTH LLC | 36 | 36 | 0.22% | 0.65% | 1.22% | Q4 2014 | Q3 2023 | 36 |
Lincoln Capital LLC | 36 | 36 | 0.11% | 0.17% | 0.22% | Q4 2014 | Q3 2023 | 36 |
Argent Trust Co | 36 | 36 | 0.25% | 0.45% | 0.79% | Q4 2014 | Q3 2023 | 36 |
Advisory Services Network, LLC | 27 | 1 | 0.01% | 0.07% | 0.16% | Q4 2013 | Q3 2023 | 36 |
Penbrook Management LLC | 24 | 12 | 0.80% | 1.05% | 1.43% | Q4 2013 | Q3 2023 | 36 |
People's United Financial, Inc. | 36 | 36 | 0.16% | 0.30% | 0.44% | Q2 2013 | Q1 2022 | 36 |
BENEDICT FINANCIAL ADVISORS INC | 36 | 36 | 1.23% | 1.64% | 2.18% | Q4 2014 | Q3 2023 | 36 |
Pacifica Capital Investments, LLC | 36 | 36 | 0.18% | 0.23% | 0.31% | Q2 2013 | Q1 2022 | 36 |
Laurion Capital Management LP | 7 | 1 | 0.00% | 0.03% | 0.16% | Q1 2015 | Q1 2023 | 36 |
Long Road Investment Counsel, LLC | 36 | 36 | 3.82% | 4.99% | 6.86% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.15% | 0.19% | 0.26% | Q2 2013 | Q1 2022 | 36 |
Barrett Asset Management, LLC | 36 | 36 | 1.95% | 2.30% | 2.74% | Q2 2013 | Q1 2022 | 36 |
Capital Investment Advisors, LLC | 30 | 6 | 0.02% | 0.04% | 0.08% | Q4 2013 | Q4 2023 | 36 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.10% | 0.33% | 1.00% | Q2 2013 | Q4 2021 | 35 |
SEARLE & CO. | 29 | 6 | 0.89% | 1.20% | 1.47% | Q4 2014 | Q3 2023 | 35 |
ROPES WEALTH ADVISORS LLC | 35 | 35 | 0.88% | 1.14% | 1.39% | Q1 2015 | Q3 2023 | 35 |
Crestwood Advisors Group, LLC | 19 | 1 | 0.01% | 0.03% | 0.06% | Q1 2014 | Q3 2023 | 35 |
First Heartland Consultants, Inc. | 23 | 12 | 0.03% | 0.11% | 0.21% | Q4 2014 | Q3 2023 | 35 |
Altavista Wealth Management, Inc. | 35 | 35 | 0.33% | 0.57% | 1.68% | Q2 2013 | Q4 2021 | 35 |
MARKSTON INTERNATIONAL LLC | 35 | 35 | 0.27% | 0.85% | 1.60% | Q2 2013 | Q4 2021 | 35 |
Avior Wealth Management, LLC | 35 | 35 | 0.02% | 0.38% | 0.66% | Q1 2015 | Q3 2023 | 35 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.00% | 0.09% | 0.24% | Q2 2013 | Q4 2021 | 35 |
Meristem Family Wealth, LLC | 26 | 9 | 0.10% | 0.15% | 0.25% | Q2 2013 | Q1 2022 | 35 |
GRIMES & COMPANY, INC. | 23 | 12 | 0.02% | 0.05% | 0.13% | Q2 2014 | Q3 2023 | 35 |
DnB Asset Management AS | 35 | 35 | 0.02% | 0.10% | 0.21% | Q2 2015 | Q4 2023 | 35 |
CULLINAN ASSOCIATES INC | 35 | 35 | 0.04% | 0.33% | 0.74% | Q1 2015 | Q3 2023 | 35 |
IBM Retirement Fund | 34 | 1 | 0.18% | 0.21% | 0.28% | Q2 2013 | Q1 2022 | 35 |
Edge Wealth Management LLC | 35 | 35 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2021 | 35 |
FRONT BARNETT ASSOCIATES LLC | 35 | 35 | 0.07% | 0.10% | 0.14% | Q1 2015 | Q3 2023 | 35 |
River Wealth Advisors LLC | 35 | 35 | 0.18% | 0.43% | 0.79% | Q1 2015 | Q3 2023 | 35 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 34 | 1 | 0.04% | 0.15% | 0.34% | Q3 2014 | Q3 2023 | 35 |
MURPHY CAPITAL MANAGEMENT INC | 30 | 5 | 0.03% | 0.07% | 0.16% | Q3 2013 | Q2 2022 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.03% | 0.09% | 0.19% | Q1 2015 | Q3 2023 | 35 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 35 | 35 | 0.21% | 0.28% | 0.56% | Q1 2015 | Q3 2023 | 35 |
Allworth Financial LP | 35 | 35 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 35 |
CEDAR ROCK CAPITAL LTD | 35 | 35 | 8.87% | 11.95% | 19.34% | Q2 2013 | Q4 2021 | 35 |
Cambridge Advisors Inc. | 19 | 16 | 0.32% | 0.46% | 0.70% | Q4 2014 | Q3 2023 | 35 |
Blue Chip Partners, LLC | 29 | 6 | 0.32% | 1.05% | 2.79% | Q4 2014 | Q3 2023 | 35 |
TDAM USA INC. | 35 | 35 | 0.40% | 0.64% | 0.99% | Q2 2013 | Q4 2021 | 35 |
Capital Planning Advisors, LLC | 34 | 1 | 0.04% | 0.52% | 1.20% | Q4 2014 | Q3 2023 | 35 |
Richard Bernstein Advisors LLC | 21 | 2 | 0.06% | 0.43% | 0.88% | Q2 2013 | Q3 2023 | 35 |
VICTORY CAPITAL MANAGEMENT INC | 34 | 1 | 0.00% | 0.04% | 0.11% | Q3 2013 | Q3 2023 | 35 |
Candriam S.C.A. | 31 | 4 | 0.06% | 0.17% | 0.36% | Q4 2014 | Q3 2023 | 35 |
CHICAGO TRUST Co NA | 35 | 35 | 0.26% | 0.55% | 1.22% | Q1 2015 | Q3 2023 | 35 |
VALLEY NATIONAL ADVISERS INC | 28 | 7 | 0.01% | 0.03% | 0.21% | Q4 2014 | Q3 2023 | 35 |
TUDOR INVESTMENT CORP ET AL | 6 | 1 | 0.01% | 0.15% | 1.38% | Q2 2013 | Q3 2023 | 35 |
Baird Financial Group, Inc. | 34 | 34 | 0.21% | 0.28% | 0.36% | Q2 2015 | Q3 2023 | 34 |
LINCOLN NATIONAL CORP | 24 | 10 | 0.01% | 0.04% | 0.12% | Q4 2013 | Q3 2023 | 34 |
CINCINNATI FINANCIAL CORP | 23 | 11 | 0.13% | 0.68% | 1.44% | Q2 2013 | Q3 2023 | 34 |
Granite Investment Advisors, LLC | 34 | 34 | 0.05% | 0.10% | 0.16% | Q2 2013 | Q3 2021 | 34 |
Fiduciary Group LLC | 34 | 34 | 0.16% | 0.24% | 0.43% | Q2 2015 | Q3 2023 | 34 |
Calamos Advisors LLC | 21 | 6 | 0.00% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 34 |
TAURUS ASSET MANAGEMENT, LLC | 34 | 34 | 0.03% | 0.06% | 0.18% | Q2 2013 | Q3 2021 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.07% | 0.14% | 0.20% | Q2 2015 | Q3 2023 | 34 |
COLONY GROUP LLC | 26 | 8 | 0.00% | 0.09% | 0.37% | Q1 2014 | Q3 2023 | 34 |
Manchester Capital Management LLC | 32 | 2 | 0.01% | 0.02% | 0.10% | Q2 2014 | Q3 2023 | 34 |
Sequoia Financial Advisors, LLC | 34 | 34 | 0.02% | 0.06% | 0.15% | Q2 2015 | Q3 2023 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.08% | 0.15% | 0.27% | Q2 2013 | Q3 2021 | 34 |
World Asset Management Inc | 34 | 34 | 0.16% | 0.19% | 0.26% | Q2 2013 | Q3 2021 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.01% | 0.02% | 0.09% | Q4 2013 | Q1 2022 | 34 |
Hendershot Investments Inc. | 28 | 1 | 0.23% | 1.62% | 2.71% | Q2 2013 | Q3 2023 | 34 |
BURNEY CO/ | 32 | 2 | 0.01% | 0.13% | 0.21% | Q1 2015 | Q3 2023 | 34 |
Connor, Clark & Lunn Investment Management Ltd. | 34 | 34 | 0.01% | 0.10% | 0.32% | Q2 2015 | Q3 2023 | 34 |
Oxbow Advisors, LLC | 34 | 34 | 0.07% | 0.25% | 0.59% | Q2 2015 | Q3 2023 | 34 |
Pacer Advisors, Inc. | 32 | 1 | 0.00% | 0.15% | 0.30% | Q4 2013 | Q3 2023 | 33 |
Glenview Trust Co | 21 | 1 | 0.04% | 0.20% | 1.22% | Q4 2008 | Q3 2023 | 33 |
NORRIS PERNE & FRENCH LLP/MI | 30 | 3 | 0.02% | 0.05% | 0.07% | Q3 2013 | Q2 2023 | 33 |
Compagnie Lombard Odier SCmA | 22 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 33 |
CHOREO, LLC | 33 | 33 | 0.06% | 0.22% | 0.46% | Q3 2015 | Q3 2023 | 33 |
ACADIAN ASSET MANAGEMENT LLC | 14 | 1 | 0.00% | 0.06% | 0.29% | Q3 2013 | Q3 2023 | 33 |
Meiji Yasuda Life Insurance Co | 16 | 1 | 0.00% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 33 |
HOWLAND CAPITAL MANAGEMENT LLC | 31 | 1 | 0.82% | 1.11% | 1.51% | Q2 2013 | Q3 2023 | 33 |
Atlantic Union Bankshares Corp | 28 | 5 | 0.08% | 0.20% | 0.54% | Q1 2014 | Q3 2023 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.08% | 0.10% | 0.12% | Q2 2013 | Q2 2021 | 33 |
FIRST MIDWEST BANK TRUST DIVISION | 33 | 33 | 0.04% | 0.11% | 0.22% | Q4 2013 | Q4 2021 | 33 |
Tredje AP-fonden | 29 | 4 | 0.02% | 0.21% | 0.43% | Q2 2015 | Q3 2023 | 33 |
CIBC WORLD MARKETS CORP | 28 | 5 | 0.03% | 0.16% | 0.63% | Q2 2015 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.05% | 0.07% | 0.10% | Q4 2015 | Q4 2023 | 33 |
QS Investors, LLC | 33 | 33 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q2 2021 | 33 |
FORVIS Wealth Advisors, LLC | 32 | 1 | 0.02% | 0.03% | 0.05% | Q1 2015 | Q3 2023 | 33 |
Meiji Yasuda Asset Management Co Ltd. | 33 | 33 | 0.10% | 0.31% | 0.53% | Q3 2015 | Q3 2023 | 33 |
Balentine LLC | 21 | 12 | 0.01% | 0.64% | 2.85% | Q1 2015 | Q3 2023 | 33 |
GM Advisory Group, LLC | 28 | 4 | 0.04% | 0.08% | 0.27% | Q1 2014 | Q3 2023 | 32 |
BARR E S & CO | 20 | 12 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q3 2023 | 32 |
CWM, LLC | 20 | 1 | 0.01% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 32 |
Oakworth Capital, Inc. | 32 | 32 | 0.01% | 0.07% | 0.13% | Q4 2015 | Q3 2023 | 32 |
CITIZENS FINANCIAL GROUP INC/RI | 32 | 32 | 0.17% | 0.27% | 0.43% | Q4 2015 | Q3 2023 | 32 |
First PREMIER Bank | 32 | 32 | 0.79% | 1.45% | 2.95% | Q4 2015 | Q3 2023 | 32 |
Harfst & Associates, Inc. | 32 | 32 | 0.11% | 0.39% | 0.82% | Q2 2015 | Q1 2023 | 32 |
BBVA USA Bancshares, Inc. | 32 | 32 | 0.02% | 0.13% | 0.20% | Q2 2013 | Q1 2021 | 32 |
NORTH AMERICAN MANAGEMENT CORP | 32 | 32 | 0.96% | 1.66% | 2.29% | Q2 2013 | Q1 2021 | 32 |
Handelsbanken Fonder AB | 32 | 32 | 0.01% | 0.27% | 0.64% | Q4 2015 | Q3 2023 | 32 |
IRONWOOD INVESTMENT MANAGEMENT LLC | 32 | 32 | 0.08% | 0.50% | 0.91% | Q4 2015 | Q3 2023 | 32 |
Buffington Mohr McNeal | 32 | 32 | 0.12% | 0.16% | 0.20% | Q4 2015 | Q3 2023 | 32 |
Community Bank & Trust, Waco, Texas | 32 | 32 | 0.38% | 0.51% | 0.66% | Q4 2015 | Q3 2023 | 32 |
BALDWIN BROTHERS LLC/MA | 32 | 32 | 0.02% | 0.08% | 0.36% | Q1 2016 | Q4 2023 | 32 |
BP PLC | 32 | 32 | 0.10% | 0.31% | 0.86% | Q3 2013 | Q2 2021 | 32 |
WIMMER ASSOCIATES 1, LLC | 32 | 32 | 0.44% | 0.58% | 0.78% | Q4 2015 | Q3 2023 | 32 |
EULAV Asset Management | 32 | 32 | 0.08% | 0.27% | 0.91% | Q2 2013 | Q1 2021 | 32 |
NewSquare Capital LLC | 30 | 1 | 0.00% | 0.01% | 0.06% | Q2 2014 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.28% | 0.43% | 0.54% | Q1 2016 | Q4 2023 | 32 |
VAN ECK ASSOCIATES CORP | 22 | 10 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 32 |
Sheaff Brock Investment Advisors, LLC | 32 | 32 | 0.05% | 0.08% | 0.12% | Q4 2015 | Q3 2023 | 32 |
WADE G W & INC | 28 | 1 | 0.08% | 0.11% | 0.16% | Q1 2015 | Q3 2023 | 32 |
Baker Chad R | 32 | 32 | 1.56% | 2.13% | 2.78% | Q4 2015 | Q3 2023 | 32 |
Dempze Nancy E | 32 | 32 | 2.57% | 3.70% | 4.44% | Q4 2015 | Q3 2023 | 32 |
R.H. Dinel Investment Counsel, Inc. | 20 | 12 | 1.88% | 3.44% | 5.38% | Q4 2013 | Q3 2023 | 32 |
BRIGHTON JONES LLC | 31 | 1 | 0.04% | 0.06% | 0.14% | Q1 2015 | Q3 2023 | 32 |
PHYSICIANS FINANCIAL SERVICES, INC. | 32 | 32 | 1.40% | 1.89% | 2.50% | Q4 2015 | Q3 2023 | 32 |
HOME FEDERAL BANK OF TENNESSEE | 32 | 32 | 0.70% | 0.86% | 1.05% | Q4 2015 | Q3 2023 | 32 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 28 | 4 | 0.12% | 0.29% | 0.67% | Q2 2013 | Q4 2023 | 32 |
1834 INVESTMENT ADVISORS CO | 22 | 1 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 32 |
FRG Family Wealth Advisors LLC | 32 | 32 | 1.09% | 1.47% | 1.74% | Q4 2015 | Q3 2023 | 32 |
Scott & Selber, Inc. | 32 | 32 | 0.10% | 0.18% | 0.26% | Q4 2015 | Q3 2023 | 32 |
ONTARIO TEACHERS PENSION PLAN BOARD | 19 | 1 | 0.00% | 0.12% | 1.10% | Q2 2013 | Q2 2023 | 31 |
WINDWARD CAPITAL MANAGEMENT CO /CA | 31 | 31 | 0.05% | 0.37% | 0.62% | Q1 2016 | Q3 2023 | 31 |
Douglas Lane & Associates, LLC | 31 | 31 | 0.02% | 0.04% | 0.08% | Q1 2016 | Q3 2023 | 31 |
Simplicity Solutions, LLC | 16 | 2 | 0.01% | 0.10% | 0.23% | Q3 2015 | Q3 2023 | 31 |
HAP Trading, LLC | 12 | 1 | 0.00% | 1.04% | 10.23% | Q3 2013 | Q4 2020 | 31 |
Capital Analysts, LLC | 20 | 2 | 0.00% | 0.17% | 0.84% | Q4 2012 | Q3 2023 | 31 |
Ninety One UK Ltd | 31 | 31 | 0.06% | 0.67% | 2.00% | Q1 2016 | Q3 2023 | 31 |
Point72 Hong Kong Ltd | 8 | 1 | 0.00% | 0.05% | 0.16% | Q3 2016 | Q3 2022 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.03% | 0.07% | 0.18% | Q4 2015 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.02% | 0.72% | 1.42% | Q1 2016 | Q3 2023 | 31 |
Simmons Bank | 31 | 31 | 0.08% | 0.17% | 0.35% | Q1 2016 | Q3 2023 | 31 |
CULBERTSON A N & CO INC | 31 | 31 | 1.00% | 1.17% | 1.38% | Q1 2016 | Q3 2023 | 31 |
Proficio Capital Partners LLC | 19 | 12 | 0.01% | 0.08% | 0.15% | Q4 2015 | Q3 2023 | 31 |
Savant Capital, LLC | 31 | 31 | 0.03% | 0.07% | 0.12% | Q1 2016 | Q3 2023 | 31 |
FAIRFIELD, BUSH & CO. | 25 | 1 | 0.05% | 0.14% | 0.38% | Q2 2013 | Q2 2023 | 31 |
HALL CAPITAL MANAGEMENT CO INC | 17 | 4 | 2.28% | 3.45% | 4.47% | Q4 2014 | Q3 2023 | 31 |
REIK & CO., LLC | 28 | 3 | 0.17% | 0.29% | 0.49% | Q4 2013 | Q3 2023 | 31 |
Kemper Corp Master Retirement Trust | 31 | 31 | 0.24% | 0.85% | 1.28% | Q2 2013 | Q4 2020 | 31 |
FIRST INTERSTATE BANK | 24 | 1 | 0.04% | 0.08% | 0.13% | Q1 2014 | Q3 2023 | 31 |
GLENVIEW STATE BANK TRUST DEPT. | 31 | 31 | 0.32% | 0.42% | 0.54% | Q4 2013 | Q2 2021 | 31 |
SMITH, MOORE & CO. | 31 | 31 | 0.08% | 0.12% | 0.16% | Q1 2016 | Q3 2023 | 31 |
Asset Dedication, LLC | 31 | 31 | 0.02% | 0.12% | 0.19% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.03% | 0.10% | 0.29% | Q1 2016 | Q3 2023 | 31 |
OPTIMUM INVESTMENT ADVISORS | 24 | 7 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q4 2023 | 31 |
OLD DOMINION CAPITAL MANAGEMENT INC | 29 | 2 | 0.04% | 0.74% | 1.29% | Q4 2013 | Q3 2021 | 31 |
Aperio Group, LLC | 31 | 31 | 0.21% | 0.31% | 0.40% | Q2 2013 | Q4 2020 | 31 |
Trust Co | 28 | 1 | 0.01% | 0.15% | 0.59% | Q2 2015 | Q3 2023 | 31 |
Gotham Asset Management, LLC | 22 | 1 | 0.00% | 0.27% | 0.65% | Q2 2014 | Q3 2023 | 31 |
Jackson, Grant Investment Advisers, Inc. | 31 | 31 | 0.06% | 0.09% | 0.13% | Q1 2016 | Q3 2023 | 31 |
Fayerweather Charles | 31 | 31 | 3.14% | 3.83% | 4.67% | Q4 2012 | Q2 2020 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.08% | 0.16% | 0.22% | Q2 2013 | Q4 2020 | 31 |
BANK OF NOVA SCOTIA TRUST CO | 28 | 1 | 0.02% | 0.15% | 0.44% | Q2 2013 | Q4 2022 | 31 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 29 | 2 | 0.18% | 0.50% | 1.18% | Q4 2013 | Q3 2023 | 31 |
WINTON GROUP Ltd | 17 | 2 | 0.00% | 0.17% | 0.80% | Q2 2014 | Q3 2023 | 31 |
Barbara Oil Co. | 30 | 30 | 0.35% | 0.46% | 0.62% | Q2 2016 | Q3 2023 | 30 |
FIRST NATIONAL BANK SIOUX FALLS | 16 | 14 | 0.03% | 0.44% | 1.12% | Q2 2013 | Q3 2023 | 30 |
FIRST FOUNDATION ADVISORS | 13 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 30 |
WRAPMANAGER INC | 30 | 30 | 0.08% | 0.19% | 0.33% | Q2 2016 | Q3 2023 | 30 |
Jacobi Capital Management LLC | 30 | 30 | 0.01% | 0.10% | 0.20% | Q2 2016 | Q3 2023 | 30 |
SL ADVISORS, LLC | 30 | 30 | 0.41% | 1.39% | 2.00% | Q2 2016 | Q3 2023 | 30 |
Nicholas Hoffman & Company, LLC. | 30 | 30 | 0.09% | 0.43% | 0.66% | Q2 2016 | Q3 2023 | 30 |
SevenBridge Financial Group, LLC | 30 | 30 | 0.07% | 0.19% | 0.98% | Q2 2016 | Q3 2023 | 30 |
Janney Montgomery Scott LLC | 18 | 2 | 0.14% | 0.18% | 0.27% | Q2 2013 | Q3 2023 | 30 |
Mn Services Vermogensbeheer B.V. | 20 | 10 | 0.21% | 0.38% | 0.58% | Q1 2016 | Q3 2023 | 30 |
ALPHA WINDWARD LLC | 30 | 30 | 0.15% | 0.22% | 0.34% | Q2 2013 | Q3 2020 | 30 |
NOVARE CAPITAL MANAGEMENT LLC | 17 | 13 | 0.02% | 0.42% | 1.15% | Q2 2013 | Q3 2023 | 30 |
Snowden Capital Advisors LLC | 22 | 8 | 0.08% | 0.42% | 1.06% | Q1 2016 | Q3 2023 | 30 |
Pineno Levin & Ford Asset Management, Inc. | 21 | 9 | 0.10% | 0.13% | 0.16% | Q2 2013 | Q4 2021 | 30 |
Gratus Capital, LLC | 30 | 30 | 0.09% | 0.22% | 0.37% | Q2 2016 | Q3 2023 | 30 |
Glassman Wealth Services | 28 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 30 |
Pensionfund Sabic | 21 | 1 | 0.54% | 0.67% | 0.84% | Q3 2015 | Q4 2023 | 30 |
Palisade Asset Management, LLC | 30 | 30 | 0.50% | 1.11% | 2.08% | Q2 2016 | Q3 2023 | 30 |
NewEdge Advisors, LLC | 30 | 30 | 0.11% | 0.29% | 0.60% | Q2 2016 | Q3 2023 | 30 |
Caprock Group, LLC | 27 | 3 | 0.09% | 0.21% | 0.41% | Q1 2016 | Q3 2023 | 30 |
GUARDIAN CAPITAL ADVISORS LP | 14 | 3 | 0.03% | 0.05% | 0.09% | Q4 2014 | Q3 2023 | 30 |
Skandinaviska Enskilda Banken AB (publ) | 27 | 3 | 0.06% | 0.17% | 0.38% | Q1 2016 | Q3 2023 | 30 |
Reilly Herbert Faulkner III | 30 | 30 | 2.30% | 3.06% | 3.65% | Q4 2013 | Q1 2021 | 30 |
JFS WEALTH ADVISORS, LLC | 24 | 1 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q3 2023 | 30 |
Waverly Advisors, LLC | 22 | 1 | 0.01% | 0.06% | 0.24% | Q3 2013 | Q3 2023 | 30 |
Stearns Financial Services Group | 30 | 30 | 0.18% | 0.33% | 0.42% | Q2 2013 | Q3 2020 | 30 |
Schonfeld Strategic Advisors LLC | 14 | 3 | 0.00% | 0.16% | 0.62% | Q1 2016 | Q3 2023 | 29 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 29 | 29 | 0.05% | 0.10% | 0.14% | Q3 2016 | Q3 2023 | 29 |
Stratos Wealth Partners, LTD. | 20 | 1 | 0.09% | 0.25% | 0.33% | Q2 2014 | Q3 2023 | 29 |
Country Club Trust Company, n.a. | 18 | 11 | 0.03% | 0.03% | 0.05% | Q2 2013 | Q4 2021 | 29 |
JNBA Financial Advisors | 29 | 29 | 0.01% | 0.01% | 0.08% | Q3 2016 | Q3 2023 | 29 |
FIRST HAWAIIAN BANK | 28 | 1 | 0.01% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 29 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 1 | 0.05% | 0.21% | 0.37% | Q4 2012 | Q1 2021 | 29 |
Field & Main Bank | 14 | 4 | 0.14% | 0.34% | 0.64% | Q4 2013 | Q3 2023 | 29 |
Laurel Wealth Advisors, Inc. | 29 | 29 | 0.07% | 0.16% | 0.23% | Q4 2015 | Q4 2022 | 29 |
CREDIT AGRICOLE S A | 18 | 10 | 0.00% | 0.06% | 0.30% | Q2 2013 | Q3 2023 | 29 |
Sustainable Growth Advisers, LP | 29 | 29 | 0.07% | 2.50% | 3.40% | Q2 2013 | Q2 2020 | 29 |
AMICA MUTUAL INSURANCE CO | 29 | 29 | 0.19% | 0.25% | 0.30% | Q2 2013 | Q2 2020 | 29 |
SHELL ASSET MANAGEMENT CO | 29 | 29 | 0.17% | 0.33% | 0.52% | Q3 2016 | Q3 2023 | 29 |
Baystate Wealth Management LLC | 28 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 29 |
Estabrook Capital Management | 28 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 29 |
Alexandria Capital, LLC | 12 | 5 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2021 | 29 |
Lowe Wealth Advisors, LLC | 29 | 29 | 0.08% | 0.12% | 0.16% | Q4 2016 | Q4 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.10% | 0.43% | 0.78% | Q4 2013 | Q4 2020 | 29 |
Princeton Portfolio Strategies Group LLC | 29 | 29 | 0.34% | 0.78% | 1.78% | Q2 2014 | Q2 2021 | 29 |
BAR HARBOR WEALTH MANAGEMENT | 28 | 1 | 0.72% | 1.06% | 1.51% | Q1 2014 | Q3 2023 | 29 |
Grantham, Mayo, Van Otterloo & Co. LLC | 13 | 3 | 0.00% | 0.08% | 0.22% | Q2 2013 | Q1 2023 | 29 |
Tortoise Investment Management, LLC | 26 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 29 |
Formidable Asset Management, LLC | 14 | 4 | 0.01% | 0.13% | 0.60% | Q3 2013 | Q3 2023 | 29 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 28 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 29 |
ROYAL LONDON ASSET MANAGEMENT LTD | 17 | 1 | 0.12% | 0.18% | 0.25% | Q2 2013 | Q3 2023 | 29 |
OLD SECOND NATIONAL BANK OF AURORA | 25 | 2 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 29 |
Archford Capital Strategies, LLC | 12 | 1 | 0.04% | 0.72% | 1.73% | Q1 2014 | Q3 2023 | 29 |
First Allied Advisory Services, Inc. | 25 | 4 | 0.04% | 0.13% | 0.20% | Q2 2013 | Q3 2020 | 29 |
Nelson Capital Management, LLC | 28 | 1 | 0.05% | 0.10% | 0.17% | Q2 2013 | Q3 2023 | 29 |
Supplemental Annuity Collective Trust of NJ | 16 | 12 | 0.11% | 0.25% | 0.46% | Q1 2014 | Q3 2023 | 28 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 28 | 28 | 0.08% | 0.11% | 0.15% | Q4 2013 | Q3 2020 | 28 |
Sterling Investment Advisors, Ltd. | 28 | 28 | 0.03% | 0.06% | 0.10% | Q4 2016 | Q3 2023 | 28 |
Ipswich Investment Management Co., Inc. | 21 | 1 | 0.07% | 0.31% | 0.50% | Q4 2013 | Q3 2023 | 28 |
EVERMAY WEALTH MANAGEMENT LLC | 28 | 28 | 0.10% | 0.13% | 0.18% | Q4 2016 | Q3 2023 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.21% | 0.25% | 0.30% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.16% | 0.22% | 0.63% | Q4 2016 | Q3 2023 | 28 |
PINNACLE FINANCIAL PARTNERS INC | 28 | 28 | 0.09% | 0.70% | 1.19% | Q4 2016 | Q3 2023 | 28 |
AMERICAN CENTURY COMPANIES INC | 28 | 28 | 0.13% | 0.22% | 0.30% | Q4 2016 | Q3 2023 | 28 |
LCNB CORP | 28 | 28 | 0.46% | 0.61% | 0.80% | Q4 2016 | Q3 2023 | 28 |
Independent Advisor Alliance | 28 | 28 | 0.00% | 0.10% | 0.16% | Q4 2016 | Q3 2023 | 28 |
COLDSTREAM CAPITAL MANAGEMENT INC | 24 | 4 | 0.03% | 0.22% | 0.37% | Q3 2016 | Q3 2023 | 28 |
Welch Group, LLC | 28 | 28 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q3 2023 | 28 |
BOYS ARNOLD & CO INC | 28 | 28 | 0.32% | 0.80% | 1.00% | Q2 2013 | Q1 2020 | 28 |
Godshalk Welsh Capital Management, Inc. | 28 | 28 | 1.09% | 1.43% | 1.71% | Q4 2016 | Q3 2023 | 28 |
Kavar Capital Partners, LLC | 28 | 28 | 0.52% | 0.98% | 1.30% | Q4 2013 | Q3 2020 | 28 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 5 | 0.00% | 0.20% | 1.27% | Q4 2015 | Q3 2023 | 28 |
SVA Wealth Management, LLC | 19 | 9 | 0.03% | 0.07% | 0.18% | Q4 2013 | Q4 2020 | 28 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 0.05% | 0.08% | 0.12% | Q4 2016 | Q3 2023 | 28 |
RKL Wealth Management LLC | 28 | 28 | 0.25% | 0.62% | 3.10% | Q4 2016 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.12% | 0.19% | 0.30% | Q4 2016 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.01% | 0.12% | 0.35% | Q4 2016 | Q3 2023 | 28 |
Abbrea Capital, LLC | 28 | 28 | 0.09% | 0.15% | 0.21% | Q4 2016 | Q3 2023 | 28 |
Farmers & Merchants Trust Co of Chambersburg PA | 28 | 28 | 0.03% | 1.24% | 2.57% | Q4 2016 | Q3 2023 | 28 |
DT Investment Partners, LLC | 16 | 1 | 0.04% | 0.48% | 1.03% | Q3 2014 | Q3 2023 | 28 |
Employees Retirement System of Texas | 27 | 1 | 0.03% | 0.06% | 0.21% | Q2 2013 | Q3 2021 | 28 |
Plancorp, LLC | 28 | 28 | 0.04% | 0.11% | 0.20% | Q4 2016 | Q3 2023 | 28 |
OneDigital Investment Advisors LLC | 26 | 26 | 0.00% | 0.06% | 0.30% | Q2 2017 | Q3 2023 | 28 |
CITIZENS & NORTHERN CORP | 28 | 28 | 0.14% | 0.64% | 1.58% | Q2 2013 | Q1 2020 | 28 |
Thomasville National Bank | 27 | 1 | 0.03% | 0.09% | 0.13% | Q1 2015 | Q3 2023 | 28 |
Clearstead Advisors, LLC | 28 | 28 | 0.41% | 0.65% | 0.85% | Q4 2016 | Q3 2023 | 28 |
Good Life Advisors, LLC | 28 | 28 | 0.05% | 0.09% | 0.13% | Q4 2016 | Q3 2023 | 28 |
Grove Bank & Trust | 28 | 28 | 0.04% | 0.17% | 0.29% | Q4 2016 | Q3 2023 | 28 |
Fragasso Group Inc. | 23 | 1 | 0.05% | 0.21% | 0.49% | Q4 2013 | Q4 2023 | 28 |
Fiduciary Trust Co International of Pennsylvania | 28 | 28 | 0.57% | 0.85% | 1.12% | Q2 2013 | Q1 2020 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.04% | 0.13% | 0.40% | Q4 2016 | Q3 2023 | 28 |
Mercer Capital Advisers, Inc. | 28 | 28 | 0.34% | 0.42% | 0.50% | Q4 2014 | Q3 2021 | 28 |
GSB Wealth Management, LLC | 28 | 28 | 0.17% | 1.03% | 2.14% | Q4 2016 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.01% | 0.11% | Q1 2016 | Q4 2022 | 28 |
Markel Corporation | 28 | 28 | 1.06% | 1.25% | 1.42% | Q2 2013 | Q1 2020 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.04% | 0.07% | 0.13% | Q4 2016 | Q3 2023 | 28 |
Cetera Investment Advisers | 25 | 3 | 0.00% | 0.07% | 0.13% | Q4 2015 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.05% | 0.08% | 0.11% | Q4 2016 | Q3 2023 | 28 |
WINTRUST INVESTMENTS LLC | 18 | 2 | 0.06% | 0.10% | 0.19% | Q2 2016 | Q3 2023 | 28 |
TOWER BRIDGE ADVISORS | 28 | 28 | 0.27% | 0.53% | 0.96% | Q4 2016 | Q3 2023 | 28 |
Ancora Advisors LLC | 17 | 3 | 0.04% | 0.06% | 0.08% | Q3 2013 | Q3 2023 | 28 |
Avantax Planning Partners, Inc. | 28 | 28 | 0.03% | 0.06% | 0.11% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.09% | 0.16% | 0.25% | Q4 2016 | Q3 2023 | 28 |
Covenant Asset Management, LLC | 28 | 28 | 0.67% | 1.18% | 1.49% | Q4 2016 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.18% | 0.30% | 0.45% | Q4 2016 | Q3 2023 | 28 |
PIEDMONT INVESTMENT ADVISORS INC | 28 | 28 | 0.00% | 0.19% | 0.42% | Q2 2013 | Q1 2020 | 28 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 28 | 28 | 0.22% | 0.37% | 0.59% | Q4 2016 | Q3 2023 | 28 |
Fisher Asset Management, LLC | 25 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 28 |
Northwest Quadrant Wealth Management, LLC | 28 | 28 | 0.20% | 0.28% | 0.44% | Q4 2016 | Q3 2023 | 28 |
Alpha Omega Wealth Management LLC | 16 | 12 | 0.03% | 0.06% | 0.09% | Q1 2016 | Q3 2023 | 28 |
Brinker Capital Investments, LLC | 11 | 6 | 0.00% | 0.02% | 0.05% | Q1 2015 | Q4 2022 | 27 |
BALYASNY ASSET MANAGEMENT L.P. | 9 | 1 | 0.00% | 0.05% | 0.20% | Q2 2015 | Q3 2023 | 27 |
Patriot Financial Group Insurance Agency, LLC | 23 | 4 | 0.01% | 0.04% | 0.08% | Q4 2016 | Q3 2023 | 27 |
Omnia Family Wealth, LLC | 27 | 27 | 0.13% | 0.27% | 0.45% | Q4 2016 | Q2 2023 | 27 |
CLEARARC CAPITAL INC | 27 | 27 | 0.17% | 0.23% | 0.32% | Q2 2013 | Q4 2019 | 27 |
CADENCE CAPITAL MANAGEMENT LLC | 23 | 4 | 0.07% | 0.34% | 0.47% | Q3 2013 | Q3 2020 | 27 |
RFG Advisory, LLC | 27 | 27 | 0.09% | 0.18% | 0.30% | Q1 2017 | Q3 2023 | 27 |
FLOSSBACH VON STORCH AG | 22 | 1 | 0.00% | 0.06% | 0.38% | Q4 2012 | Q3 2023 | 27 |
Municipal Employees' Retirement System of Michigan | 20 | 7 | 0.03% | 0.09% | 0.20% | Q3 2013 | Q2 2020 | 27 |
Cerity Partners LLC | 27 | 27 | 0.03% | 0.10% | 0.20% | Q1 2017 | Q3 2023 | 27 |
CHARTER RESEARCH & INVESTMENT GROUP, INC. | 24 | 3 | 0.24% | 0.49% | 0.75% | Q1 2016 | Q3 2023 | 27 |
Sandhill Capital Partners LLC | 21 | 6 | 0.03% | 0.18% | 0.32% | Q2 2013 | Q3 2023 | 27 |
Gilman Hill Asset Management, LLC | 25 | 2 | 0.06% | 0.09% | 0.11% | Q3 2016 | Q3 2023 | 27 |
Frontier Wealth Management LLC | 18 | 9 | 0.00% | 0.05% | 0.10% | Q3 2015 | Q2 2022 | 27 |
Stuart Chaussee & Associates, Inc. | 27 | 27 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 27 |
IMS Capital Management | 22 | 5 | 0.16% | 0.62% | 1.27% | Q1 2014 | Q3 2023 | 27 |
North Star Investment Management Corp. | 17 | 10 | 0.01% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.03% | 0.09% | 0.17% | Q4 2016 | Q3 2023 | 27 |
Focused Wealth Management, Inc | 17 | 10 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 27 |
Jackson Wealth Management, LLC | 22 | 2 | 0.36% | 0.48% | 1.18% | Q1 2015 | Q3 2023 | 27 |
Amica Retiree Medical Trust | 27 | 27 | 0.20% | 0.26% | 0.33% | Q4 2013 | Q2 2020 | 27 |
PineBridge Investments, L.P. | 20 | 2 | 0.00% | 0.12% | 0.27% | Q2 2015 | Q3 2023 | 27 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 23 | 4 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 27 |
Riggs Asset Managment Co. Inc. | 27 | 27 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2019 | 27 |
CenterStar Asset Management, LLC | 6 | 1 | 0.00% | 0.09% | 0.58% | Q4 2017 | Q3 2022 | 27 |
WHEATLAND ADVISORS INC | 27 | 27 | 0.98% | 1.25% | 1.48% | Q4 2013 | Q2 2020 | 27 |
Lenox Wealth Advisors, LLC | 18 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2022 | 27 |
Stonehage Fleming Financial Services Holdings Ltd | 17 | 2 | 0.01% | 0.27% | 1.02% | Q4 2014 | Q3 2023 | 27 |
Harbour Capital Advisors, LLC | 13 | 1 | 0.08% | 0.25% | 0.33% | Q3 2016 | Q4 2023 | 27 |
Wellington Shields Capital Management, LLC | 22 | 5 | 0.03% | 0.05% | 0.10% | Q4 2016 | Q3 2023 | 27 |
Transamerica Financial Advisors, Inc. | 14 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2021 | 27 |
FACTORY MUTUAL INSURANCE CO | 27 | 27 | 0.08% | 0.11% | 0.20% | Q2 2013 | Q4 2019 | 27 |
NEXT Financial Group, Inc | 14 | 6 | 0.01% | 0.08% | 0.30% | Q2 2014 | Q4 2021 | 27 |
Morse Asset Management, Inc | 27 | 27 | 0.37% | 0.49% | 0.69% | Q1 2017 | Q3 2023 | 27 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 27 | 27 | 0.01% | 0.07% | 0.18% | Q2 2013 | Q4 2019 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q4 2019 | 27 |
CIBC BANK USA | 27 | 27 | 0.09% | 0.27% | 0.48% | Q2 2013 | Q4 2019 | 27 |
Pacific Center for Financial Services | 24 | 3 | 0.02% | 0.04% | 0.09% | Q4 2016 | Q3 2023 | 27 |
WealthPLAN Partners, LLC | 9 | 1 | 0.00% | 0.16% | 0.82% | Q1 2015 | Q4 2023 | 27 |
CAPITAL ADVISORS INC/OK | 18 | 9 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q3 2023 | 27 |
BONTEMPO OHLY CAPITAL MGMT LLC | 24 | 1 | 0.18% | 1.74% | 2.88% | Q3 2015 | Q3 2023 | 27 |
Whitnell & Co. | 27 | 27 | 0.75% | 1.02% | 1.41% | Q2 2013 | Q4 2019 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.02% | 0.06% | 0.25% | Q1 2017 | Q3 2023 | 27 |
RATIONAL ADVISORS LLC | 11 | 2 | 0.00% | 0.10% | 1.28% | Q4 2009 | Q3 2023 | 27 |
First Command Bank | 27 | 27 | 0.02% | 0.10% | 0.21% | Q4 2016 | Q2 2023 | 27 |
First Command Financial Services, Inc. | 27 | 27 | 0.00% | 0.09% | 0.21% | Q4 2016 | Q2 2023 | 27 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 27 | 27 | 0.03% | 0.60% | 1.55% | Q1 2017 | Q3 2023 | 27 |
Keel Point, LLC | 11 | 6 | 0.02% | 0.13% | 0.34% | Q1 2015 | Q3 2023 | 26 |
OAKBROOK INVESTMENTS LLC | 17 | 9 | 0.20% | 0.87% | 1.80% | Q2 2013 | Q4 2019 | 26 |
Sunbelt Securities, Inc. | 25 | 1 | 0.03% | 0.31% | 0.56% | Q4 2016 | Q3 2023 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.01% | 0.12% | 0.34% | Q2 2013 | Q3 2019 | 26 |
AE Wealth Management LLC | 26 | 26 | 0.02% | 0.04% | 0.08% | Q2 2017 | Q3 2023 | 26 |
BOSTON ADVISORS LLC | 26 | 26 | 0.02% | 0.06% | 0.14% | Q2 2013 | Q3 2019 | 26 |
HALSEY ASSOCIATES INC/CT | 26 | 26 | 0.36% | 0.41% | 0.48% | Q2 2013 | Q3 2019 | 26 |
SUMMIT FINANCIAL GROUP, INC. | 26 | 26 | 0.22% | 0.37% | 0.64% | Q2 2017 | Q3 2023 | 26 |
Armor Investment Advisors, LLC | 26 | 26 | 0.53% | 0.67% | 0.84% | Q4 2016 | Q1 2023 | 26 |
HYMAN CHARLES D | 26 | 26 | 0.03% | 0.17% | 0.34% | Q2 2017 | Q3 2023 | 26 |
INGALLS & SNYDER LLC | 12 | 2 | 0.15% | 0.19% | 0.23% | Q2 2016 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.14% | 0.24% | 0.56% | Q3 2016 | Q3 2023 | 26 |
PEDDOCK CAPITAL ADVISORS, LLC | 14 | 12 | 0.07% | 0.09% | 0.12% | Q3 2016 | Q3 2023 | 26 |
MADISON INVESTMENT HOLDINGS INC | 26 | 26 | 0.18% | 0.22% | 0.26% | Q2 2013 | Q3 2019 | 26 |
Avalon Investment & Advisory | 26 | 26 | 0.02% | 0.34% | 0.72% | Q4 2016 | Q1 2023 | 26 |
LORD, ABBETT & CO. LLC | 22 | 4 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q1 2020 | 26 |
GAM Holding AG | 17 | 9 | 0.02% | 0.08% | 0.17% | Q2 2013 | Q4 2019 | 26 |
Capula Management Ltd | 5 | 1 | 0.00% | 0.04% | 0.17% | Q3 2019 | Q3 2023 | 26 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 5 | 2 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2018 | 26 |
Hilltop Holdings Inc. | 26 | 26 | 0.06% | 0.14% | 0.23% | Q1 2015 | Q2 2021 | 26 |
WESTWOOD HOLDINGS GROUP INC | 22 | 1 | 0.00% | 0.04% | 0.26% | Q2 2013 | Q1 2022 | 26 |
Rathbones Group PLC | 11 | 1 | 0.00% | 0.02% | 0.07% | Q1 2014 | Q3 2023 | 26 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 26 | 26 | 0.06% | 0.70% | 1.62% | Q2 2017 | Q3 2023 | 26 |
Radnor Capital Management, LLC | 19 | 1 | 0.27% | 0.41% | 0.60% | Q4 2016 | Q3 2023 | 26 |
TELEMUS CAPITAL, LLC | 26 | 26 | 0.02% | 0.06% | 0.10% | Q2 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 24 | 2 | 0.04% | 0.05% | 0.09% | Q1 2017 | Q3 2023 | 26 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 13 | 4 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q1 2023 | 26 |
Roble, Belko & Company, Inc | 25 | 1 | 0.00% | 0.04% | 0.07% | Q3 2016 | Q3 2023 | 26 |
FMA ADVISORY INC | 19 | 1 | 0.74% | 0.95% | 1.15% | Q2 2013 | Q3 2021 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q3 2019 | 26 |
Clearstead Trust, LLC | 11 | 5 | 0.03% | 0.43% | 2.32% | Q4 2016 | Q3 2023 | 26 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.04% | 0.08% | 0.15% | Q4 2016 | Q3 2023 | 26 |
ZWJ INVESTMENT COUNSEL INC | 19 | 1 | 0.05% | 0.10% | 0.16% | Q4 2016 | Q3 2023 | 26 |
AFT, FORSYTH & COMPANY, INC. | 24 | 2 | 0.15% | 0.33% | 0.46% | Q2 2013 | Q3 2023 | 26 |
ST GERMAIN D J CO INC | 23 | 3 | 0.03% | 0.15% | 0.21% | Q2 2017 | Q4 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.02% | 0.11% | 0.19% | Q2 2013 | Q3 2019 | 26 |
TIAA, FSB | 25 | 25 | 0.02% | 0.03% | 0.06% | Q2 2017 | Q2 2023 | 25 |
Echo Street Capital Management LLC | 10 | 2 | 0.00% | 0.34% | 1.41% | Q2 2015 | Q3 2023 | 25 |
KINGS POINT CAPITAL MANAGEMENT | 20 | 2 | 0.00% | 0.38% | 0.89% | Q2 2014 | Q1 2022 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.00% | 0.09% | 0.20% | Q1 2016 | Q1 2022 | 25 |
COHEN LAWRENCE B | 23 | 1 | 0.09% | 0.22% | 0.30% | Q2 2013 | Q4 2022 | 25 |
Mosaic Family Wealth, LLC | 25 | 25 | 0.06% | 0.08% | 0.11% | Q4 2015 | Q4 2021 | 25 |
Willis Investment Counsel | 14 | 11 | 0.27% | 0.74% | 1.25% | Q4 2014 | Q3 2023 | 25 |
Wealthcare Advisory Partners LLC | 25 | 25 | 0.03% | 0.05% | 0.08% | Q3 2017 | Q3 2023 | 25 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 20 | 5 | 0.00% | 0.16% | 0.50% | Q4 2014 | Q3 2023 | 25 |
Voya Financial Advisors, Inc. | 25 | 25 | 0.06% | 0.12% | 0.18% | Q1 2015 | Q1 2021 | 25 |
WILLIAMS JONES & ASSOCIATES LLC | 25 | 25 | 0.36% | 1.42% | 2.31% | Q2 2013 | Q2 2019 | 25 |
Corient Capital Partners, LLC | 25 | 25 | 0.60% | 0.82% | 1.12% | Q3 2016 | Q3 2022 | 25 |
NATIXIS | 9 | 1 | 0.00% | 0.09% | 0.27% | Q4 2013 | Q3 2023 | 25 |
Norway Savings Bank | 25 | 25 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q4 2022 | 25 |
DSM CAPITAL PARTNERS LLC | 21 | 4 | 1.23% | 2.31% | 3.87% | Q2 2016 | Q3 2023 | 25 |
CHEMICAL BANK | 25 | 25 | 1.01% | 1.22% | 1.49% | Q2 2013 | Q2 2019 | 25 |
YorkBridge Wealth Partners, LLC | 25 | 25 | 0.21% | 0.84% | 1.44% | Q4 2016 | Q4 2022 | 25 |
Sicart Associates LLC | 25 | 25 | 0.18% | 0.40% | 0.78% | Q4 2016 | Q4 2022 | 25 |
NorthRock Partners, LLC | 12 | 1 | 0.02% | 0.06% | 0.13% | Q3 2015 | Q3 2023 | 25 |
Zurich Insurance Group Ltd/FI | 18 | 2 | 0.02% | 0.24% | 1.10% | Q4 2015 | Q2 2023 | 25 |
MONETA GROUP INVESTMENT ADVISORS LLC | 25 | 25 | 0.02% | 0.05% | 0.12% | Q3 2017 | Q3 2023 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.03% | 0.05% | 0.12% | Q2 2013 | Q2 2019 | 25 |
Grisanti Capital Management LLC | 25 | 25 | 0.03% | 0.05% | 0.10% | Q1 2014 | Q1 2020 | 25 |
AUA CAPITAL MANAGEMENT, LLC | 25 | 25 | 0.06% | 0.13% | 0.19% | Q4 2016 | Q4 2022 | 25 |
Bogart Wealth, LLC | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
abrdn plc | 25 | 25 | 0.02% | 0.12% | 0.46% | Q3 2017 | Q3 2023 | 25 |
PATHSTONE FAMILY OFFICE, LLC | 20 | 1 | 0.00% | 0.07% | 0.18% | Q3 2014 | Q3 2023 | 25 |
CAPTRUST FINANCIAL ADVISORS | 25 | 25 | 0.00% | 0.08% | 0.16% | Q3 2017 | Q3 2023 | 25 |
Belpointe Asset Management LLC | 25 | 25 | 0.03% | 0.07% | 0.20% | Q3 2017 | Q3 2023 | 25 |
ARGI Investment Services, LLC | 25 | 25 | 0.02% | 0.04% | 0.07% | Q4 2016 | Q4 2022 | 25 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.03% | 0.07% | 0.10% | Q3 2017 | Q3 2023 | 25 |
MONROE BANK & TRUST/MI | 25 | 25 | 0.19% | 0.26% | 0.36% | Q2 2013 | Q2 2019 | 25 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 25 | 25 | 0.10% | 0.14% | 0.29% | Q2 2013 | Q2 2019 | 25 |
Shoker Investment Counsel, Inc. | 25 | 25 | 0.15% | 0.20% | 0.24% | Q3 2017 | Q3 2023 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 25 |
Waratah Capital Advisors Ltd. | 11 | 2 | 0.01% | 0.80% | 5.42% | Q2 2013 | Q4 2021 | 25 |
Modera Wealth Management, LLC | 25 | 25 | 0.04% | 0.10% | 0.44% | Q3 2017 | Q3 2023 | 25 |
AMF Tjanstepension AB | 15 | 10 | 0.06% | 0.19% | 0.38% | Q4 2014 | Q3 2023 | 25 |
MetLife Investment Management, LLC | 24 | 24 | 0.16% | 0.20% | 0.24% | Q4 2017 | Q3 2023 | 24 |
Verdence Capital Advisors LLC | 24 | 24 | 0.12% | 0.17% | 0.25% | Q4 2017 | Q3 2023 | 24 |
Biltmore Family Office, LLC | 24 | 24 | 0.60% | 1.07% | 1.52% | Q4 2017 | Q3 2023 | 24 |
Valmark Advisers, Inc. | 24 | 24 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 24 |
AustralianSuper Pty Ltd | 24 | 24 | 0.01% | 0.44% | 1.14% | Q3 2017 | Q2 2023 | 24 |
Horizon Investments, LLC | 11 | 1 | 0.02% | 0.06% | 0.26% | Q2 2013 | Q3 2023 | 24 |
AVITY INVESTMENT MANAGEMENT INC. | 24 | 24 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
SMITH SHELLNUT WILSON LLC /ADV | 21 | 3 | 0.17% | 0.36% | 0.45% | Q3 2017 | Q3 2023 | 24 |
FORSTA AP-FONDEN | 21 | 3 | 0.15% | 0.26% | 0.41% | Q4 2016 | Q3 2023 | 24 |
Penserra Capital Management LLC | 17 | 2 | 0.00% | 0.01% | 0.11% | Q4 2015 | Q3 2023 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.01% | 0.07% | 0.24% | Q4 2017 | Q3 2023 | 24 |
TRADITION CAPITAL MANAGEMENT LLC | 24 | 24 | 0.12% | 0.26% | 0.52% | Q2 2013 | Q1 2019 | 24 |
FRED ALGER MANAGEMENT, LLC | 6 | 2 | 0.00% | 0.03% | 0.28% | Q3 2013 | Q2 2023 | 24 |
G&S Capital LLC | 24 | 24 | 0.15% | 1.38% | 2.97% | Q4 2017 | Q3 2023 | 24 |
Swift Run Capital | 21 | 3 | 0.14% | 0.30% | 0.61% | Q1 2014 | Q1 2020 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.08% | 0.10% | 0.12% | Q4 2017 | Q3 2023 | 24 |
Cable Hill Partners, LLC | 15 | 1 | 0.00% | 0.04% | 0.09% | Q4 2014 | Q3 2023 | 24 |
D.B. Root & Company, LLC | 24 | 24 | 1.13% | 1.56% | 2.01% | Q4 2017 | Q3 2023 | 24 |
Lombard Odier Asset Management (Switzerland) SA | 5 | 1 | 0.02% | 0.06% | 0.42% | Q2 2014 | Q1 2023 | 24 |
GUARDCAP ASSET MANAGEMENT Ltd | 24 | 24 | 3.70% | 4.98% | 6.94% | Q4 2017 | Q3 2023 | 24 |
Providence Capital Advisors, LLC | 24 | 24 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.08% | 0.16% | 0.25% | Q4 2017 | Q3 2023 | 24 |
Osborn Williams & Donohoe LLC | 24 | 24 | 0.54% | 0.71% | 1.02% | Q2 2014 | Q1 2020 | 24 |
UNITED BANK | 24 | 24 | 0.08% | 0.11% | 0.14% | Q4 2017 | Q3 2023 | 24 |
Delaney Dennis R | 19 | 5 | 3.70% | 4.54% | 5.42% | Q4 2015 | Q3 2023 | 24 |
ALLSTATE CORP | 20 | 4 | 0.02% | 0.14% | 0.42% | Q3 2016 | Q3 2023 | 24 |
CNB Bank | 24 | 24 | 0.00% | 0.03% | 0.14% | Q4 2017 | Q3 2023 | 24 |
DODGE & COX | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 24 |
CWA Asset Management Group, LLC | 24 | 24 | 0.03% | 0.05% | 0.07% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 24 |
Private Ocean, LLC | 23 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 24 |
Bank OZK | 24 | 24 | 0.64% | 0.77% | 0.97% | Q4 2017 | Q3 2023 | 24 |
Exeter Financial, LLC | 24 | 24 | 1.17% | 1.53% | 1.76% | Q4 2017 | Q3 2023 | 24 |
THOMPSON RUBINSTEIN INVESTMENT MANAGEMENT INC /OR/ | 24 | 24 | 1.31% | 1.53% | 1.87% | Q2 2013 | Q1 2019 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.12% | 0.19% | 0.27% | Q4 2017 | Q3 2023 | 24 |
RMB Capital Management, LLC | 24 | 24 | 0.03% | 0.05% | 0.06% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.08% | 0.30% | 0.42% | Q4 2017 | Q3 2023 | 24 |
Heritage Trust Co | 24 | 24 | 0.00% | 0.87% | 1.27% | Q4 2017 | Q3 2023 | 24 |
PLIMOTH TRUST CO LLC | 24 | 24 | 0.33% | 0.42% | 0.49% | Q4 2017 | Q3 2023 | 24 |
Personal Capital Advisors Corp | 24 | 24 | 0.01% | 0.03% | 0.07% | Q1 2017 | Q4 2022 | 24 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 24 | 24 | 0.01% | 0.74% | 1.71% | Q4 2017 | Q3 2023 | 24 |
Shepherd Financial Partners LLC | 9 | 1 | 0.03% | 0.08% | 0.19% | Q4 2016 | Q3 2023 | 24 |
Engineers Gate Manager LP | 18 | 1 | 0.01% | 0.19% | 0.49% | Q4 2014 | Q3 2023 | 24 |
RELIANCE TRUST CO OF DELAWARE | 24 | 24 | 0.06% | 0.15% | 0.28% | Q2 2013 | Q1 2019 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
ProVise Management Group, LLC | 16 | 8 | 0.03% | 0.17% | 0.57% | Q2 2013 | Q4 2022 | 24 |
180 WEALTH ADVISORS, LLC | 24 | 24 | 0.07% | 0.21% | 0.80% | Q4 2017 | Q3 2023 | 24 |
MARSHALL WACE, LLP | 5 | 1 | 0.00% | 0.09% | 0.63% | Q3 2014 | Q3 2023 | 24 |
Cadence Bank | 24 | 24 | 0.02% | 0.06% | 0.15% | Q4 2017 | Q3 2023 | 24 |
NS Partners Ltd | 24 | 24 | 1.05% | 1.47% | 1.86% | Q4 2017 | Q3 2023 | 24 |
Wallace Capital Management Inc. | 24 | 24 | 0.03% | 0.05% | 0.07% | Q4 2017 | Q3 2023 | 24 |
PIN OAK INVESTMENT ADVISORS INC | 24 | 24 | 0.02% | 0.11% | 0.23% | Q4 2017 | Q3 2023 | 24 |
Sawyer & Company, Inc | 24 | 24 | 1.72% | 2.32% | 2.87% | Q4 2017 | Q3 2023 | 24 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.01% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 24 |
Cornell Pochily Investment Advisors, Inc. | 24 | 24 | 0.29% | 0.57% | 0.87% | Q4 2017 | Q3 2023 | 24 |
TOTH FINANCIAL ADVISORY CORP | 24 | 24 | 0.00% | 0.45% | 0.76% | Q4 2017 | Q3 2023 | 24 |
Beaumont Financial Partners, LLC | 23 | 1 | 0.02% | 0.06% | 0.10% | Q4 2013 | Q3 2022 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.06% | 0.10% | 0.16% | Q4 2017 | Q3 2023 | 24 |
Pensionfund DSM Netherlands | 15 | 8 | 0.16% | 0.56% | 0.71% | Q3 2015 | Q4 2021 | 23 |
Rossmore Private Capital | 22 | 1 | 0.15% | 1.90% | 3.32% | Q4 2017 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.19% | 0.25% | 0.30% | Q1 2018 | Q3 2023 | 23 |
MATHER GROUP, LLC. | 23 | 23 | 0.02% | 0.25% | 0.40% | Q1 2018 | Q3 2023 | 23 |
MARSHWINDS ADVISORY CO | 23 | 23 | 0.53% | 0.69% | 0.89% | Q2 2013 | Q4 2018 | 23 |
FRONTIER INVESTMENT MGMT CO | 12 | 1 | 0.01% | 0.12% | 0.31% | Q2 2013 | Q2 2020 | 23 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 18 | 2 | 0.25% | 0.61% | 1.33% | Q4 2016 | Q3 2023 | 23 |
Man Group plc | 23 | 23 | 0.03% | 0.19% | 0.64% | Q1 2018 | Q3 2023 | 23 |
AMICA PENSION FUND BOARD OF TRUSTEES | 23 | 23 | 0.20% | 0.26% | 0.34% | Q2 2013 | Q4 2018 | 23 |
GABLES CAPITAL MANAGEMENT INC. | 23 | 23 | 0.10% | 0.16% | 0.21% | Q1 2018 | Q3 2023 | 23 |
MGO ONE SEVEN LLC | 21 | 2 | 0.04% | 0.11% | 0.20% | Q4 2017 | Q3 2023 | 23 |
Gifford Fong Associates | 23 | 23 | 0.37% | 0.48% | 0.59% | Q1 2018 | Q3 2023 | 23 |
Dynamic Advisor Solutions LLC | 23 | 23 | 0.07% | 0.13% | 0.19% | Q1 2018 | Q3 2023 | 23 |
Arete Wealth Advisors, LLC | 18 | 5 | 0.03% | 0.11% | 0.21% | Q4 2017 | Q3 2023 | 23 |
Bedel Financial Consulting, Inc. | 23 | 23 | 0.24% | 0.40% | 0.53% | Q4 2017 | Q2 2023 | 23 |
BRASADA CAPITAL MANAGEMENT, LP | 18 | 5 | 0.10% | 0.13% | 0.17% | Q4 2017 | Q3 2023 | 23 |
Polaris Wealth Advisory Group, LLC | 19 | 1 | 0.07% | 0.17% | 0.33% | Q4 2015 | Q3 2023 | 23 |
Chicago Capital, LLC | 23 | 23 | 0.05% | 0.08% | 0.10% | Q1 2018 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.02% | 0.17% | 0.35% | Q1 2018 | Q3 2023 | 23 |
JUPITER ASSET MANAGEMENT LTD | 20 | 3 | 0.01% | 0.19% | 0.50% | Q4 2016 | Q3 2023 | 23 |
Silvant Capital Management LLC | 23 | 23 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 23 |
Whitegate Investment Counselors, Inc. | 22 | 1 | 0.53% | 0.62% | 0.73% | Q1 2014 | Q3 2021 | 23 |
IFG Advisory, LLC | 22 | 1 | 0.08% | 0.13% | 0.22% | Q4 2017 | Q3 2023 | 23 |
TRUST CO OF OKLAHOMA | 13 | 1 | 0.10% | 0.27% | 0.40% | Q4 2016 | Q3 2023 | 23 |
Garde Capital, Inc. | 12 | 1 | 0.02% | 0.11% | 0.22% | Q4 2014 | Q3 2023 | 23 |
LOEB PARTNERS CORP | 23 | 23 | 0.07% | 0.83% | 2.17% | Q2 2013 | Q4 2018 | 23 |
SIGMA INVESTMENT COUNSELORS INC | 12 | 2 | 0.02% | 0.04% | 0.05% | Q3 2013 | Q3 2023 | 23 |
Evanson Asset Management, LLC | 22 | 1 | 0.02% | 0.07% | 0.10% | Q2 2017 | Q3 2023 | 23 |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 23 | 23 | 0.13% | 0.17% | 0.22% | Q1 2018 | Q3 2023 | 23 |
AIMZ Investment Advisors, LLC | 22 | 1 | 0.14% | 0.17% | 0.20% | Q4 2017 | Q3 2023 | 23 |
Point72 Asset Management, L.P. | 8 | 6 | 0.00% | 0.18% | 0.90% | Q2 2017 | Q3 2023 | 23 |
PGGM Investments | 10 | 3 | 0.12% | 0.26% | 0.40% | Q1 2013 | Q3 2023 | 23 |
Sterling Capital Management LLC | 23 | 23 | 0.00% | 0.07% | 0.13% | Q1 2014 | Q3 2019 | 23 |
St. Louis Trust Co | 23 | 23 | 0.18% | 0.22% | 0.24% | Q1 2018 | Q3 2023 | 23 |
DUBUQUE BANK & TRUST CO | 21 | 1 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q3 2023 | 23 |
TEACHERS ADVISORS, LLC | 22 | 22 | 0.06% | 0.13% | 0.28% | Q4 2013 | Q1 2019 | 22 |
Investment Counsel Inc. | 22 | 22 | 2.03% | 2.74% | 3.26% | Q4 2015 | Q1 2021 | 22 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 9 | 1 | 0.01% | 0.18% | 0.46% | Q2 2013 | Q3 2023 | 22 |
Clarius Group, LLC | 22 | 22 | 0.05% | 0.09% | 0.19% | Q2 2018 | Q3 2023 | 22 |
Institute for Wealth Management, LLC. | 20 | 1 | 0.06% | 0.09% | 0.15% | Q2 2017 | Q3 2023 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.06% | 0.09% | 0.12% | Q2 2013 | Q3 2018 | 22 |
Lester Murray Antman dba SimplyRich | 18 | 4 | 0.33% | 0.43% | 0.61% | Q4 2017 | Q3 2023 | 22 |
Castle Rock Wealth Management, LLC | 18 | 4 | 0.16% | 0.33% | 0.55% | Q4 2017 | Q3 2023 | 22 |
Harel Insurance Investments & Financial Services Ltd. | 19 | 1 | 0.00% | 0.03% | 0.12% | Q2 2016 | Q3 2023 | 22 |
VALLEY WEALTH MANAGERS, INC. | 19 | 1 | 0.02% | 0.06% | 0.22% | Q2 2016 | Q3 2023 | 22 |
Lourd Capital, LLC | 13 | 4 | 0.03% | 0.05% | 0.14% | Q2 2013 | Q2 2019 | 22 |
HANCOCK WHITNEY CORP | 21 | 1 | 0.01% | 0.03% | 0.11% | Q4 2016 | Q3 2023 | 22 |
CAPITAL ONE, NATIONAL ASSOCIATION | 21 | 1 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q4 2019 | 22 |
EQUITABLE TRUST CO | 22 | 22 | 0.11% | 0.39% | 0.92% | Q2 2018 | Q3 2023 | 22 |
DUPONT CAPITAL MANAGEMENT CORP | 20 | 2 | 0.01% | 0.03% | 0.10% | Q2 2017 | Q1 2023 | 22 |
STRALEM & CO INC | 22 | 22 | 0.08% | 0.17% | 0.41% | Q3 2013 | Q4 2018 | 22 |
Haverford Financial Services, Inc. | 16 | 1 | 0.07% | 0.11% | 0.21% | Q2 2013 | Q2 2020 | 22 |
Axel Capital Management, LLC | 22 | 22 | 0.07% | 3.03% | 20.70% | Q2 2013 | Q3 2018 | 22 |
Baldwin Investment Management, LLC | 22 | 22 | 0.11% | 0.13% | 0.14% | Q2 2018 | Q3 2023 | 22 |
Assenagon Asset Management S.A. | 20 | 2 | 0.00% | 0.12% | 0.44% | Q1 2018 | Q3 2023 | 22 |
LifePlan Financial Group, Inc | 19 | 3 | 0.10% | 0.16% | 0.20% | Q2 2013 | Q3 2020 | 22 |
Cohen Klingenstein LLC | 22 | 22 | 0.04% | 0.10% | 0.13% | Q2 2018 | Q3 2023 | 22 |
Andesa Financial Management Inc. | 22 | 22 | 1.07% | 1.40% | 1.89% | Q4 2017 | Q1 2023 | 22 |
TIEDEMANN ADVISORS, LLC | 22 | 22 | 0.03% | 0.09% | 0.14% | Q2 2018 | Q3 2023 | 22 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 22 | 22 | 0.10% | 0.16% | 0.35% | Q4 2013 | Q1 2019 | 22 |
COZAD ASSET MANAGEMENT INC | 22 | 22 | 0.12% | 0.17% | 0.22% | Q2 2018 | Q3 2023 | 22 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22 | 22 | 0.16% | 0.22% | 0.30% | Q2 2018 | Q3 2023 | 22 |
Cox Capital Mgt LLC | 22 | 22 | 1.46% | 2.08% | 2.76% | Q2 2018 | Q3 2023 | 22 |
NORTHSTAR INVESTMENT ADVISORS LLC | 19 | 1 | 1.76% | 2.46% | 3.24% | Q3 2013 | Q2 2021 | 22 |
JGP Wealth Management, LLC | 22 | 22 | 1.29% | 2.08% | 3.34% | Q2 2018 | Q3 2023 | 22 |
TCW GROUP INC | 18 | 1 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q2 2020 | 22 |
Fieldpoint Private Securities, LLC | 22 | 22 | 0.72% | 1.02% | 1.52% | Q1 2017 | Q2 2022 | 22 |
West Branch Capital LLC | 22 | 22 | 0.43% | 0.60% | 0.96% | Q2 2018 | Q3 2023 | 22 |
Mascoma Wealth Management LLC | 11 | 11 | 0.02% | 0.09% | 0.14% | Q4 2016 | Q3 2023 | 22 |
HighPoint Advisor Group LLC | 20 | 1 | 0.10% | 0.19% | 0.62% | Q3 2015 | Q2 2022 | 22 |
RAND WEALTH, LLC | 22 | 22 | 0.57% | 0.79% | 1.02% | Q2 2013 | Q3 2018 | 22 |
CX Institutional | 22 | 22 | 0.03% | 0.09% | 0.24% | Q2 2018 | Q3 2023 | 22 |
CONCENTRIC WEALTH MANAGEMENT, LLC | 12 | 1 | 0.09% | 0.13% | 0.18% | Q4 2016 | Q3 2023 | 22 |
United Asset Strategies, Inc. | 15 | 1 | 0.06% | 0.15% | 0.35% | Q2 2013 | Q1 2023 | 22 |
Homrich & Berg | 22 | 22 | 0.02% | 0.04% | 0.06% | Q2 2016 | Q3 2021 | 22 |
Capital World Investors | 10 | 2 | 0.01% | 0.08% | 0.21% | Q2 2013 | Q4 2022 | 22 |
SECURITY NATIONAL TRUST CO | 20 | 1 | 1.45% | 1.74% | 2.10% | Q4 2013 | Q3 2021 | 22 |
Natixis Investment Managers International | 17 | 2 | 0.01% | 0.06% | 0.11% | Q2 2013 | Q2 2022 | 22 |
WEATHERLY ASSET MANAGEMENT L. P. | 9 | 6 | 0.03% | 0.04% | 0.07% | Q1 2017 | Q4 2022 | 22 |
STRATEGY ASSET MANAGERS LLC | 8 | 1 | 0.01% | 0.25% | 0.72% | Q2 2013 | Q3 2023 | 22 |
Horan Capital Advisors, LLC. | 13 | 1 | 0.01% | 1.04% | 1.68% | Q2 2013 | Q3 2023 | 22 |
Sound Income Strategies, LLC | 21 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 22 |
Gemmer Asset Management LLC | 22 | 22 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2022 | 22 |
WEALTHSOURCE PARTNERS, LLC | 22 | 22 | 0.03% | 0.05% | 0.10% | Q2 2018 | Q3 2023 | 22 |
Legacy Financial Advisors, Inc. | 13 | 9 | 0.12% | 0.15% | 0.23% | Q4 2017 | Q3 2023 | 22 |
Lido Advisors, LLC | 16 | 2 | 0.00% | 0.02% | 0.08% | Q3 2016 | Q3 2023 | 22 |
BANQUE PICTET & CIE SA | 21 | 21 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 21 |
Cypress Wealth Services, LLC | 11 | 10 | 0.11% | 0.32% | 0.59% | Q4 2017 | Q3 2023 | 21 |
First American Bank | 9 | 4 | 0.05% | 0.20% | 0.31% | Q2 2016 | Q4 2021 | 21 |
Asset Advisors Investment Management, LLC | 21 | 21 | 0.08% | 0.10% | 0.14% | Q3 2018 | Q3 2023 | 21 |
HARDING LOEVNER LP | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2022 | 21 |
Catalyst Capital Advisors LLC | 16 | 1 | 0.00% | 0.16% | 0.78% | Q4 2014 | Q3 2023 | 21 |
SYM FINANCIAL Corp | 21 | 21 | 0.06% | 0.15% | 0.24% | Q4 2017 | Q4 2022 | 21 |
CAPE ANN SAVINGS BANK | 17 | 1 | 0.20% | 1.93% | 4.02% | Q2 2013 | Q2 2020 | 21 |
Heritage Way Advisors, LLC | 21 | 21 | 1.25% | 1.71% | 2.06% | Q4 2016 | Q4 2021 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.00% | 0.29% | 0.60% | Q2 2018 | Q2 2023 | 21 |
ORRSTOWN FINANCIAL SERVICES INC | 6 | 2 | 0.01% | 0.31% | 1.16% | Q2 2013 | Q3 2021 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.10% | 0.19% | 0.29% | Q2 2013 | Q2 2018 | 21 |
Accredited Investors Inc. | 21 | 21 | 0.80% | 1.31% | 1.69% | Q3 2018 | Q3 2023 | 21 |
FCA CORP /TX | 19 | 1 | 0.07% | 0.11% | 0.15% | Q3 2013 | Q3 2023 | 21 |
Destination Wealth Management | 15 | 6 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 21 |
Raub Brock Capital Management LP | 21 | 21 | 3.31% | 4.22% | 4.84% | Q3 2018 | Q3 2023 | 21 |
Icon Wealth Partners, LLC | 12 | 3 | 0.06% | 0.25% | 0.52% | Q4 2017 | Q3 2023 | 21 |
Dakota Wealth Management | 14 | 7 | 0.03% | 0.41% | 0.97% | Q1 2017 | Q3 2023 | 21 |
Bridgewater Associates | 7 | 1 | 0.00% | 0.04% | 0.10% | Q4 2013 | Q4 2022 | 21 |
Renaissance Technologies | 5 | 1 | 0.01% | 0.12% | 0.30% | Q3 2014 | Q3 2023 | 21 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 15 | 1 | 0.00% | 0.05% | 0.82% | Q4 2016 | Q3 2023 | 21 |
Kingsview Wealth Management, LLC | 12 | 3 | 0.08% | 0.27% | 0.47% | Q4 2017 | Q3 2023 | 21 |
Jolley Asset Management, LLC | 21 | 21 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q2 2018 | 21 |
First Eagle Investment Management, LLC | 21 | 21 | 0.32% | 0.50% | 0.70% | Q2 2013 | Q2 2018 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.05% | 0.08% | Q3 2018 | Q3 2023 | 21 |
Alpha Cubed Investments, LLC | 13 | 1 | 0.02% | 0.08% | 0.31% | Q4 2013 | Q4 2022 | 21 |
Gateway Advisory, LLC | 21 | 21 | 0.06% | 0.28% | 0.70% | Q3 2018 | Q3 2023 | 21 |
Telos Capital Management, Inc. | 11 | 1 | 0.03% | 0.06% | 0.09% | Q2 2017 | Q4 2022 | 21 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.12% | 0.22% | 0.41% | Q4 2017 | Q4 2022 | 21 |
Jaffetilchin Investment Partners, LLC | 12 | 1 | 0.02% | 0.07% | 0.21% | Q3 2014 | Q3 2023 | 21 |
Harvest Fund Management Co., Ltd | 12 | 9 | 0.00% | 0.04% | 0.16% | Q2 2018 | Q3 2023 | 21 |
Family Firm, Inc. | 12 | 1 | 0.08% | 0.09% | 0.12% | Q4 2017 | Q3 2023 | 21 |
Abacus Planning Group, Inc. | 21 | 21 | 0.07% | 0.12% | 0.19% | Q3 2018 | Q3 2023 | 21 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 10 | 1 | 0.00% | 0.35% | 1.00% | Q2 2015 | Q2 2023 | 21 |
ASSET ADVISORS CORP | 21 | 21 | 0.11% | 0.17% | 0.24% | Q2 2013 | Q2 2018 | 21 |
MV CAPITAL MANAGEMENT, INC. | 21 | 21 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 21 |
Pictet North America Advisors SA | 21 | 21 | 0.04% | 0.09% | 0.14% | Q3 2018 | Q3 2023 | 21 |
Well Done, LLC | 20 | 1 | 0.02% | 0.08% | 0.11% | Q1 2018 | Q3 2023 | 21 |
REGENTS OF THE UNIVERSITY OF CALIFORNIA | 18 | 3 | 0.03% | 0.17% | 0.72% | Q2 2018 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.23% | 0.37% | 0.57% | Q1 2017 | Q3 2023 | 21 |
Aevitas Wealth Management, Inc. | 21 | 21 | 0.28% | 0.37% | 0.48% | Q4 2017 | Q4 2022 | 21 |
Waldron Private Wealth LLC | 21 | 21 | 0.03% | 0.04% | 0.06% | Q3 2018 | Q3 2023 | 21 |
Yorktown Management & Research Co Inc | 20 | 1 | 0.05% | 0.12% | 0.44% | Q2 2013 | Q2 2020 | 21 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 15 | 2 | 0.90% | 2.10% | 2.78% | Q4 2014 | Q3 2023 | 21 |
State of New Jersey Common Pension Fund D | 21 | 21 | 0.06% | 0.17% | 0.22% | Q3 2018 | Q3 2023 | 21 |
Fernwood Investment Management, LLC | 20 | 20 | 0.26% | 0.48% | 0.73% | Q4 2013 | Q3 2018 | 20 |
BOSTON RESEARCH & MANAGEMENT INC | 13 | 7 | 0.11% | 0.54% | 1.68% | Q2 2013 | Q3 2023 | 20 |
GREENWOOD CAPITAL ASSOCIATES LLC | 17 | 3 | 0.38% | 0.93% | 1.24% | Q2 2013 | Q3 2023 | 20 |
Vident Investment Advisory, LLC | 12 | 1 | 0.00% | 0.08% | 0.41% | Q2 2015 | Q2 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.06% | 0.08% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Strategic Financial Services, Inc, | 20 | 20 | 0.05% | 0.07% | 0.10% | Q4 2018 | Q3 2023 | 20 |
CYPRESS CAPITAL MANAGEMENT LLC | 17 | 1 | 0.03% | 0.09% | 0.12% | Q4 2016 | Q3 2022 | 20 |
Symmetry Partners, LLC | 15 | 5 | 0.03% | 0.09% | 0.17% | Q4 2018 | Q4 2023 | 20 |
Pinnacle Wealth Management Advisory Group, LLC | 19 | 1 | 0.06% | 0.12% | 0.20% | Q3 2018 | Q3 2023 | 20 |
Northwest Bancshares, Inc. | 14 | 2 | 0.09% | 0.11% | 0.13% | Q2 2018 | Q3 2023 | 20 |
Achmea Investment Management B.V. | 12 | 8 | 0.05% | 0.26% | 0.57% | Q1 2017 | Q3 2023 | 20 |
TFG Advisers LLC | 20 | 20 | 2.41% | 3.01% | 3.54% | Q4 2018 | Q3 2023 | 20 |
Miracle Mile Advisors, LLC | 20 | 20 | 0.02% | 0.03% | 0.12% | Q4 2018 | Q3 2023 | 20 |
Kinneret Advisory, LLC | 20 | 20 | 0.25% | 0.38% | 0.71% | Q4 2018 | Q3 2023 | 20 |
TPG Financial Advisors, LLC | 20 | 20 | 0.29% | 0.35% | 0.40% | Q4 2018 | Q3 2023 | 20 |
Stratos Wealth Advisors, LLC | 20 | 20 | 0.14% | 0.19% | 0.24% | Q4 2018 | Q3 2023 | 20 |
DSC Advisors, L.P. | 16 | 2 | 0.05% | 0.20% | 0.45% | Q2 2017 | Q3 2022 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.03% | 0.04% | 0.13% | Q4 2018 | Q3 2023 | 20 |
Ellevest, Inc. | 20 | 20 | 0.01% | 0.07% | 0.30% | Q4 2018 | Q3 2023 | 20 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 20 | 20 | 0.22% | 0.35% | 0.47% | Q4 2018 | Q3 2023 | 20 |
Fiera Capital Corp | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2023 | 20 |
HighTower Trust Company, N.A. | 9 | 2 | 0.02% | 0.11% | 0.20% | Q4 2013 | Q1 2023 | 20 |
Csenge Advisory Group | 19 | 1 | 0.01% | 0.06% | 0.13% | Q3 2018 | Q3 2023 | 20 |
Thomas J. Herzfeld Advisors, Inc. | 14 | 6 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.05% | 0.10% | 0.16% | Q4 2017 | Q3 2022 | 20 |
Timber Creek Capital Management LLC | 15 | 5 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 20 |
Capital Asset Advisory Services LLC | 11 | 9 | 0.03% | 0.11% | 0.35% | Q2 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.06% | 0.19% | 0.33% | Q3 2017 | Q2 2022 | 20 |
Spearhead Capital Advisors, LLC | 20 | 20 | 1.22% | 2.20% | 2.82% | Q4 2017 | Q3 2022 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.20% | 0.22% | 0.24% | Q2 2013 | Q1 2018 | 20 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 20 | 20 | 0.13% | 0.42% | 0.64% | Q1 2016 | Q4 2020 | 20 |
Wellesley Investment Partners, LLC | 20 | 20 | 0.12% | 0.23% | 0.30% | Q4 2015 | Q3 2020 | 20 |
&PARTNERS | 20 | 20 | 0.23% | 0.36% | 0.55% | Q4 2018 | Q3 2023 | 20 |
VNBTrust, National Association | 17 | 3 | 0.09% | 0.18% | 0.35% | Q2 2013 | Q2 2018 | 20 |
Cornerstone Advisors, Inc. | 20 | 20 | 0.01% | 0.05% | 0.13% | Q3 2014 | Q2 2019 | 20 |
Sullivan, Bruyette, Speros & Blaney, LLC | 20 | 20 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q1 2021 | 20 |
Holistic Financial Partners | 18 | 2 | 0.06% | 0.25% | 0.42% | Q4 2017 | Q3 2023 | 20 |
Sculptor Capital LP | 7 | 7 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2014 | 20 |
Red Cedar Capital, LLC | 20 | 20 | 0.15% | 0.28% | 2.16% | Q1 2018 | Q4 2022 | 20 |
LEE DANNER & BASS INC | 20 | 20 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q1 2018 | 20 |
M Holdings Securities, Inc. | 10 | 1 | 0.05% | 0.11% | 0.16% | Q4 2013 | Q2 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Lombard Odier Asset Management (Europe) Ltd | 16 | 1 | 0.03% | 0.08% | 0.29% | Q2 2016 | Q2 2023 | 20 |
Ocean Capital Management, LLC | 20 | 20 | 0.17% | 0.31% | 0.56% | Q4 2018 | Q3 2023 | 20 |
ROTHSCHILD INVESTMENT LLC /IL | 11 | 1 | 0.02% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.16% | 0.22% | 0.28% | Q4 2017 | Q3 2022 | 20 |
Rodgers Brothers Inc. | 14 | 1 | 0.05% | 0.11% | 0.21% | Q2 2013 | Q3 2023 | 20 |
EP Wealth Advisors, LLC | 17 | 3 | 0.02% | 0.04% | 0.10% | Q3 2018 | Q3 2023 | 20 |
Peachtree Investment Partners, LLC | 20 | 20 | 1.48% | 2.21% | 3.08% | Q4 2018 | Q3 2023 | 20 |
Providence Wealth Advisors, LLC | 17 | 1 | 0.19% | 0.23% | 0.36% | Q2 2018 | Q3 2023 | 20 |
Hurlow Wealth Management Group, Inc. | 20 | 20 | 0.25% | 0.41% | 0.56% | Q4 2018 | Q3 2023 | 20 |
Sepio Capital, LP | 20 | 20 | 0.17% | 0.59% | 1.40% | Q4 2018 | Q3 2023 | 20 |
Essex Savings Bank | 20 | 20 | 2.65% | 3.49% | 4.25% | Q4 2018 | Q3 2023 | 20 |
Capital Advisors, Ltd. LLC | 13 | 7 | 0.02% | 0.04% | 0.07% | Q3 2018 | Q3 2023 | 20 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 20 | 20 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q1 2018 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.69% | 0.85% | 1.09% | Q4 2018 | Q3 2023 | 20 |
Inlet Private Wealth, LLC | 20 | 20 | 0.17% | 0.22% | 0.26% | Q4 2018 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.20% | 0.43% | 0.92% | Q4 2018 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.02% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
SlateStone Wealth, LLC | 20 | 20 | 0.09% | 0.41% | 0.78% | Q4 2018 | Q3 2023 | 20 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 20 | 20 | 0.03% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Ellis Investment Partners, LLC | 20 | 20 | 0.22% | 0.25% | 0.29% | Q4 2018 | Q3 2023 | 20 |
Bernardo Wealth Planning LLC | 20 | 20 | 0.12% | 0.22% | 0.35% | Q4 2018 | Q3 2023 | 20 |
Allred Capital Management, LLC | 20 | 20 | 0.62% | 0.73% | 0.92% | Q4 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.03% | 0.06% | 0.09% | Q4 2018 | Q3 2023 | 20 |
AlphaMark Advisors, LLC | 19 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2020 | 20 |
TrinityPoint Wealth, LLC | 20 | 20 | 0.15% | 0.24% | 0.34% | Q4 2018 | Q3 2023 | 20 |
Private Portfolio Partners LLC | 20 | 20 | 0.11% | 0.18% | 0.37% | Q4 2018 | Q3 2023 | 20 |
Financial Advisors, LLC | 20 | 20 | 0.11% | 0.17% | 0.23% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.04% | 0.10% | 0.15% | Q4 2018 | Q3 2023 | 20 |
Edge Capital Group, LLC | 20 | 20 | 0.07% | 0.09% | 0.11% | Q4 2018 | Q3 2023 | 20 |
Meridian Wealth Advisors, LLC | 20 | 20 | 0.14% | 0.19% | 0.30% | Q4 2018 | Q3 2023 | 20 |
ROMAN BUTLER FULLERTON & CO | 20 | 20 | 0.42% | 0.48% | 0.60% | Q4 2018 | Q3 2023 | 20 |
O'Brien Greene & Co. Inc | 20 | 20 | 1.19% | 1.50% | 1.70% | Q4 2018 | Q3 2023 | 20 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.02% | 0.06% | 0.16% | Q4 2018 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.27% | 0.41% | 0.61% | Q4 2018 | Q3 2023 | 20 |
FENIMORE ASSET MANAGEMENT INC | 19 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2021 | 20 |
Tolleson Wealth Management, Inc. | 20 | 20 | 0.12% | 0.16% | 0.28% | Q4 2018 | Q3 2023 | 20 |
BESSEMER SECURITIES LLC | 20 | 20 | 0.07% | 0.30% | 0.60% | Q4 2018 | Q3 2023 | 20 |
Financial Management Professionals, Inc. | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.04% | 0.11% | 0.22% | Q4 2015 | Q3 2020 | 20 |
Venturi Wealth Management, LLC | 20 | 20 | 0.06% | 0.13% | 0.22% | Q4 2018 | Q3 2023 | 20 |
Koshinski Asset Management, Inc. | 10 | 1 | 0.06% | 0.11% | 0.18% | Q4 2016 | Q3 2023 | 20 |
FORT, L.P. | 20 | 20 | 0.03% | 0.50% | 0.68% | Q2 2018 | Q1 2023 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.06% | 0.10% | 0.15% | Q1 2013 | Q4 2017 | 20 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 17 | 2 | 1.19% | 1.64% | 2.13% | Q4 2018 | Q3 2023 | 19 |
Old North State Trust, LLC | 13 | 6 | 0.04% | 0.25% | 0.48% | Q3 2018 | Q3 2023 | 19 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 15 | 1 | 0.01% | 0.06% | 0.35% | Q4 2014 | Q3 2023 | 19 |
Ifrah Financial Services, Inc. | 19 | 19 | 0.08% | 0.10% | 0.12% | Q1 2019 | Q3 2023 | 19 |
BECKER CAPITAL MANAGEMENT INC | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
SNS Financial Group, LLC | 17 | 1 | 0.01% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 19 |
CHICKASAW CAPITAL MANAGEMENT LLC | 19 | 19 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2017 | 19 |
Financial Advisors Network, Inc. | 17 | 1 | 0.07% | 0.16% | 0.77% | Q4 2016 | Q3 2023 | 19 |
GENESEE VALLEY TRUST CO | 19 | 19 | 0.28% | 0.83% | 1.40% | Q3 2013 | Q1 2018 | 19 |
WealthOne, LLC | 18 | 1 | 0.12% | 0.16% | 0.23% | Q4 2018 | Q3 2023 | 19 |
Sargent Investment Group, LLC | 12 | 7 | 0.06% | 0.09% | 0.14% | Q4 2018 | Q3 2023 | 19 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 16 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 19 |
TRAN CAPITAL MANAGEMENT, L.P. | 19 | 19 | 0.20% | 0.57% | 1.19% | Q2 2013 | Q4 2017 | 19 |
Freedom Investment Management, Inc. | 18 | 1 | 0.04% | 0.13% | 0.31% | Q4 2018 | Q3 2023 | 19 |
Arden Trust Co | 19 | 19 | 0.04% | 0.07% | 0.16% | Q2 2019 | Q4 2023 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.02% | 0.02% | 0.05% | Q2 2013 | Q4 2017 | 19 |
Elefante Mark B | 19 | 19 | 2.75% | 4.05% | 6.53% | Q4 2015 | Q2 2020 | 19 |
Mariner Wealth Advisors-Cincinnati, LLC | 8 | 3 | 0.16% | 0.24% | 0.78% | Q2 2013 | Q3 2018 | 19 |
AMERICAN NATIONAL BANK | 19 | 19 | 0.12% | 0.42% | 1.63% | Q1 2019 | Q3 2023 | 19 |
BINGHAM OSBORN & SCARBOROUGH LLC | 19 | 19 | 0.02% | 0.04% | 0.06% | Q1 2017 | Q3 2021 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.50% | 0.60% | 0.70% | Q1 2019 | Q3 2023 | 19 |
Southeast Asset Advisors Inc. | 13 | 2 | 0.05% | 0.06% | 0.07% | Q2 2018 | Q3 2023 | 19 |
Ascension Asset Management LLC | 10 | 1 | 1.43% | 1.90% | 2.30% | Q4 2017 | Q2 2023 | 19 |
MARTIN CURRIE LTD | 19 | 19 | 0.02% | 1.13% | 1.94% | Q4 2015 | Q2 2020 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.03% | 0.05% | 0.11% | Q4 2017 | Q2 2022 | 19 |
BRIDGES INVESTMENT COUNSEL INC/ | 19 | 19 | 0.05% | 0.11% | 0.16% | Q2 2013 | Q4 2017 | 19 |
Sky Investment Group LLC | 14 | 1 | 0.07% | 0.83% | 1.32% | Q3 2018 | Q3 2023 | 19 |
Spectrum Management Group, LLC | 19 | 19 | 0.00% | 0.61% | 1.58% | Q3 2015 | Q1 2020 | 19 |
OAK RIDGE INVESTMENTS LLC | 15 | 4 | 0.01% | 0.04% | 0.07% | Q1 2016 | Q4 2020 | 19 |
Wealthspire Advisors, LLC | 18 | 1 | 0.01% | 0.04% | 0.12% | Q4 2018 | Q3 2023 | 19 |
Independence Trust CO | 19 | 19 | 0.79% | 1.44% | 2.19% | Q2 2013 | Q4 2017 | 19 |
IFC Holdings Incorporated/FL | 19 | 19 | 0.06% | 0.08% | 0.12% | Q2 2013 | Q4 2017 | 19 |
Keudell/Morrison Wealth Management | 19 | 19 | 0.10% | 0.28% | 0.65% | Q1 2019 | Q3 2023 | 19 |
FULLER & THALER ASSET MANAGEMENT, INC. | 15 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2018 | 19 |
LIBERTY WEALTH MANAGEMENT LLC | 16 | 3 | 0.03% | 0.31% | 0.60% | Q4 2018 | Q3 2023 | 19 |
First National Bank of South Miami | 19 | 19 | 0.74% | 0.91% | 1.14% | Q4 2018 | Q2 2023 | 19 |
Gardiner Nancy B | 19 | 19 | 3.68% | 4.57% | 5.49% | Q4 2015 | Q2 2020 | 19 |
WEALTHFRONT Corp | 19 | 19 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q3 2018 | 19 |
Corundum Group, Inc. | 13 | 6 | 0.21% | 0.40% | 0.80% | Q4 2018 | Q3 2023 | 19 |
Financial Gravity Asset Management, Inc. | 12 | 2 | 0.00% | 0.07% | 0.28% | Q2 2018 | Q3 2023 | 19 |
EXENCIAL WEALTH ADVISORS, LLC | 13 | 1 | 0.01% | 0.05% | 0.09% | Q1 2013 | Q4 2022 | 19 |
NWAM LLC | 12 | 7 | 0.01% | 0.09% | 0.18% | Q4 2018 | Q3 2023 | 19 |
PRELUDE CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 19 |
Dana Investment Advisors, Inc. | 12 | 7 | 0.01% | 0.04% | 0.26% | Q4 2018 | Q3 2023 | 19 |
SECURITY NATIONAL BANK OF SO DAK | 17 | 2 | 1.10% | 1.58% | 2.04% | Q4 2018 | Q3 2023 | 19 |
Point View Wealth Management, Inc. | 17 | 2 | 0.11% | 0.14% | 0.17% | Q4 2014 | Q4 2020 | 19 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 9 | 4 | 0.06% | 0.16% | 0.46% | Q3 2013 | Q3 2023 | 19 |
Weaver C. Barksdale & Associates, Inc. | 19 | 19 | 0.37% | 0.89% | 1.80% | Q2 2013 | Q4 2017 | 19 |
Manning & Napier Group, LLC | 13 | 6 | 0.08% | 0.22% | 0.34% | Q4 2017 | Q1 2023 | 19 |
Private Wealth Partners, LLC | 16 | 3 | 0.02% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 19 |
Hudson Capital Management LLC | 19 | 19 | 1.68% | 2.17% | 2.64% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.03% | 0.05% | 0.09% | Q1 2019 | Q3 2023 | 19 |
ALESCO ADVISORS LLC | 12 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 19 |
Centric Wealth Management | 15 | 4 | 0.34% | 0.54% | 0.88% | Q4 2018 | Q3 2023 | 19 |
BOENNING & SCATTERGOOD, INC. | 19 | 19 | 0.25% | 0.38% | 0.49% | Q2 2018 | Q4 2022 | 19 |
Wambolt & Associates, LLC | 19 | 19 | 0.16% | 0.26% | 0.38% | Q1 2019 | Q3 2023 | 19 |
Executive Wealth Management, LLC | 16 | 3 | 0.32% | 0.73% | 0.99% | Q4 2018 | Q3 2023 | 19 |
Canton Hathaway, LLC | 11 | 8 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 19 |
EVERGREEN CAPITAL MANAGEMENT LLC | 11 | 1 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q3 2023 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.13% | 0.79% | 0.96% | Q3 2018 | Q3 2023 | 19 |
BENJAMIN EDWARDS INC | 19 | 19 | 0.37% | 0.83% | 1.16% | Q1 2019 | Q3 2023 | 19 |
Investors Research Corp | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
BADGLEY PHELPS & BELL INC | 16 | 1 | 0.02% | 0.08% | 0.12% | Q4 2013 | Q2 2021 | 19 |
FARR MILLER & WASHINGTON LLC/DC | 18 | 1 | 0.02% | 0.07% | 0.13% | Q2 2013 | Q1 2019 | 19 |
FOUNDERS FINANCIAL SECURITIES LLC | 10 | 9 | 0.04% | 0.19% | 0.26% | Q1 2018 | Q4 2022 | 19 |
Wesleyan Assurance Society | 19 | 19 | 0.30% | 0.49% | 0.70% | Q1 2019 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
BLUESTEIN R H & CO LLC | 18 | 1 | 0.01% | 0.44% | 2.21% | Q4 2014 | Q3 2022 | 19 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 8 | 2 | 0.04% | 0.28% | 0.69% | Q1 2018 | Q4 2022 | 18 |
GRATRY & Co LLC | 18 | 18 | 0.11% | 0.22% | 0.30% | Q2 2013 | Q3 2017 | 18 |
UNITED BANK, INC. | 18 | 18 | 0.12% | 0.22% | 0.28% | Q2 2013 | Q3 2017 | 18 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 5 | 2 | 0.00% | 0.18% | 0.62% | Q4 2014 | Q4 2022 | 18 |
South Dakota Investment Council | 16 | 2 | 0.02% | 0.08% | 0.12% | Q3 2014 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.08% | 0.10% | 0.12% | Q2 2013 | Q3 2017 | 18 |
Vantage Investment Advisors, LLC | 14 | 4 | 0.00% | 0.24% | 1.43% | Q4 2013 | Q3 2018 | 18 |
Vestmark Advisory Solutions, Inc. | 15 | 3 | 0.08% | 0.11% | 0.17% | Q1 2019 | Q3 2023 | 18 |
Cranbrook Wealth Management, LLC | 17 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 18 |
Jacobus Wealth Management, Inc. | 18 | 18 | 0.16% | 0.21% | 0.26% | Q2 2013 | Q3 2017 | 18 |
Cubic Asset Management, LLC | 12 | 1 | 0.06% | 0.08% | 0.10% | Q3 2018 | Q3 2023 | 18 |
Rikoon Group, LLC | 18 | 18 | 0.14% | 0.19% | 0.23% | Q4 2016 | Q1 2021 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q3 2017 | 18 |
ALTFEST L J & CO INC | 14 | 4 | 0.05% | 0.08% | 0.10% | Q1 2019 | Q3 2023 | 18 |
Sageworth Trust Co | 16 | 1 | 0.00% | 0.03% | 0.20% | Q4 2014 | Q4 2022 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2014 | 18 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.02% | 0.20% | Q2 2013 | Q4 2019 | 18 |
FCG ADVISORS, LLC | 18 | 18 | 0.07% | 0.10% | 0.15% | Q2 2016 | Q3 2020 | 18 |
EAGLE ASSET MANAGEMENT INC | 18 | 18 | 0.20% | 0.64% | 0.93% | Q2 2019 | Q3 2023 | 18 |
Magnus Financial Group LLC | 18 | 18 | 0.05% | 0.08% | 0.11% | Q4 2018 | Q1 2023 | 18 |
Connecticut Wealth Management, LLC | 18 | 18 | 0.06% | 0.07% | 0.10% | Q2 2019 | Q3 2023 | 18 |
USS Investment Management Ltd | 18 | 18 | 0.15% | 0.26% | 0.39% | Q2 2019 | Q3 2023 | 18 |
TUKMAN GROSSMAN CAPITAL MANAGEMENT INC | 18 | 18 | 3.17% | 4.50% | 5.42% | Q2 2013 | Q3 2017 | 18 |
Kiwi Wealth Investments Limited Partnership | 12 | 1 | 0.17% | 0.51% | 2.88% | Q2 2013 | Q2 2023 | 18 |
FIRST UNITED BANK & TRUST | 12 | 1 | 0.11% | 0.13% | 0.17% | Q3 2018 | Q3 2023 | 18 |
Aspire Private Capital, LLC | 13 | 5 | 0.02% | 0.03% | 0.11% | Q4 2018 | Q3 2023 | 18 |
OSSIAM | 18 | 18 | 0.00% | 0.09% | 1.03% | Q2 2019 | Q3 2023 | 18 |
MARATHON ASSET MANAGEMENT LLP | 6 | 3 | 0.31% | 0.71% | 1.64% | Q2 2013 | Q2 2021 | 18 |
Western Wealth Management, LLC | 10 | 8 | 0.04% | 0.06% | 0.10% | Q1 2019 | Q3 2023 | 18 |
Qtron Investments LLC | 12 | 6 | 0.10% | 0.28% | 0.60% | Q1 2019 | Q3 2023 | 18 |
Legacy Financial Strategies, LLC | 18 | 18 | 0.54% | 0.78% | 0.99% | Q2 2019 | Q3 2023 | 18 |
Aries Wealth Management | 12 | 6 | 0.40% | 0.52% | 0.61% | Q1 2019 | Q3 2023 | 18 |
DELTA FINANCIAL ADVISORS LLC | 18 | 18 | 1.20% | 1.52% | 1.88% | Q2 2019 | Q3 2023 | 18 |
Virtu KCG Holdings LLC | 16 | 16 | 0.01% | 0.03% | 0.09% | Q3 2013 | Q2 2017 | 18 |
MANNING & NAPIER ADVISORS LLC | 18 | 18 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2017 | 18 |
PARK AVENUE SECURITIES LLC | 16 | 2 | 0.02% | 0.03% | 0.10% | Q1 2019 | Q3 2023 | 18 |
Horan Securities, Inc. | 8 | 4 | 0.04% | 0.11% | 0.20% | Q4 2018 | Q3 2023 | 18 |
Quantbot Technologies LP | 7 | 1 | 0.06% | 0.37% | 2.22% | Q2 2013 | Q3 2023 | 18 |
NIPPON LIFE INSURANCE CO | 18 | 18 | 0.04% | 0.07% | 0.11% | Q2 2013 | Q3 2017 | 18 |
EagleClaw Capital Managment, LLC | 18 | 18 | 0.06% | 0.12% | 0.17% | Q4 2017 | Q1 2022 | 18 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 18 | 18 | 0.13% | 0.17% | 0.22% | Q4 2015 | Q1 2020 | 18 |
Perpetual Ltd | 15 | 3 | 0.00% | 0.14% | 0.81% | Q1 2017 | Q3 2023 | 18 |
CI INVESTMENTS INC. | 17 | 1 | 0.00% | 0.09% | 0.57% | Q4 2018 | Q3 2023 | 18 |
Mengis Capital Management, Inc. | 18 | 18 | 0.59% | 0.70% | 0.83% | Q2 2019 | Q3 2023 | 18 |
Permanens Capital L.P. | 17 | 1 | 0.01% | 0.06% | 0.12% | Q1 2019 | Q3 2023 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.29% | 0.43% | 0.53% | Q2 2019 | Q3 2023 | 18 |
BI Asset Management Fondsmaeglerselskab A/S | 15 | 3 | 0.05% | 0.54% | 1.75% | Q3 2018 | Q3 2023 | 18 |
AlphaStar Capital Management, LLC | 12 | 1 | 0.02% | 0.07% | 0.25% | Q3 2018 | Q3 2023 | 17 |
QVR LLC | 4 | 3 | 0.01% | 0.07% | 0.22% | Q1 2021 | Q4 2022 | 17 |
SEEYOND | 17 | 17 | 0.04% | 0.11% | 0.30% | Q4 2018 | Q4 2022 | 17 |
ZEKE CAPITAL ADVISORS, LLC | 13 | 4 | 0.02% | 0.09% | 0.14% | Q4 2016 | Q4 2022 | 17 |
GLYNN CAPITAL MANAGEMENT LLC | 17 | 17 | 0.16% | 0.20% | 0.25% | Q2 2013 | Q2 2017 | 17 |
EXCHANGE TRADED CONCEPTS, LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2023 | 17 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 6 | 3 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q1 2023 | 17 |
Bellecapital International Ltd. | 17 | 17 | 0.13% | 0.85% | 1.28% | Q3 2019 | Q3 2023 | 17 |
WealthTrust Fairport, LLC | 10 | 7 | 0.55% | 0.86% | 1.33% | Q2 2013 | Q1 2019 | 17 |
EVOKE WEALTH, LLC | 17 | 17 | 0.00% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 17 |
Stonebridge Capital Advisors LLC | 12 | 5 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 17 |
MISSION WEALTH MANAGEMENT, LP | 12 | 1 | 0.00% | 0.05% | 0.11% | Q1 2019 | Q3 2023 | 17 |
CAPITAL GUARDIAN TRUST CO | 17 | 17 | 0.00% | 0.52% | 0.72% | Q2 2013 | Q2 2017 | 17 |
Cribstone Capital Management, LLC | 11 | 6 | 0.00% | 0.14% | 0.33% | Q2 2016 | Q4 2022 | 17 |
Apriem Advisors | 15 | 2 | 0.00% | 2.13% | 2.97% | Q4 2016 | Q3 2023 | 17 |
MEEDER ASSET MANAGEMENT INC | 11 | 1 | 0.00% | 0.04% | 0.12% | Q2 2016 | Q1 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.09% | 0.21% | 0.58% | Q2 2013 | Q2 2017 | 17 |
Community Financial Services Group, LLC | 7 | 1 | 0.01% | 0.08% | 0.22% | Q2 2013 | Q3 2023 | 17 |
BREITER CAPITAL MANAGEMENT INC | 13 | 4 | 0.60% | 0.88% | 1.20% | Q4 2017 | Q1 2022 | 17 |
Altium Wealth Management LLC | 17 | 17 | 0.20% | 0.34% | 0.76% | Q2 2018 | Q2 2022 | 17 |
NuWave Investment Management, LLC | 9 | 1 | 0.00% | 0.28% | 1.25% | Q2 2013 | Q3 2022 | 17 |
B. Riley Wealth Management, Inc. | 6 | 1 | 0.00% | 0.04% | 0.06% | Q1 2014 | Q2 2022 | 17 |
ALPS ADVISORS INC | 11 | 6 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 17 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 17 | 0.05% | 0.11% | 0.15% | Q2 2017 | Q2 2021 | 17 |
iAB Financial Bank | 17 | 17 | 0.18% | 0.24% | 0.31% | Q2 2013 | Q2 2017 | 17 |
BBR PARTNERS, LLC | 10 | 7 | 0.02% | 0.11% | 0.60% | Q3 2018 | Q3 2023 | 17 |
Nationwide Fund Advisors | 14 | 3 | 0.07% | 0.08% | 0.10% | Q2 2013 | Q3 2017 | 17 |
Realta Investment Advisors | 12 | 5 | 0.05% | 0.07% | 0.10% | Q1 2019 | Q3 2023 | 17 |
KELLEHER FINANCIAL ADVISORS | 16 | 1 | 0.01% | 0.34% | 0.80% | Q1 2016 | Q3 2023 | 17 |
Carmichael Hill & Associates, Inc. | 16 | 1 | 0.06% | 0.09% | 0.20% | Q3 2018 | Q3 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.30% | 0.36% | 0.46% | Q2 2013 | Q2 2017 | 17 |
PROSPECTOR PARTNERS LLC | 17 | 17 | 0.88% | 1.50% | 2.59% | Q2 2013 | Q2 2017 | 17 |
AEGON ASSET MANAGEMENT UK PLC | 12 | 1 | 0.01% | 1.12% | 2.16% | Q2 2013 | Q2 2023 | 17 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 11 | 1 | 0.01% | 0.10% | 0.22% | Q2 2013 | Q3 2022 | 17 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 11 | 6 | 0.32% | 0.80% | 1.22% | Q2 2013 | Q2 2023 | 17 |
Greylin Investment Management, Inc | 17 | 17 | 0.06% | 0.12% | 0.42% | Q2 2013 | Q2 2017 | 17 |
Bull Street Advisors, LLC | 17 | 17 | 1.37% | 1.60% | 1.88% | Q3 2019 | Q3 2023 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 1.76% | 2.10% | 2.46% | Q3 2019 | Q3 2023 | 17 |
AGF Investments LLC | 9 | 2 | 0.00% | 0.35% | 0.72% | Q4 2016 | Q2 2022 | 17 |
BOOTHBAY FUND MANAGEMENT, LLC | 7 | 1 | 0.01% | 0.14% | 0.57% | Q2 2018 | Q3 2023 | 17 |
Cypress Capital Management LLC (WY) | 12 | 5 | 0.01% | 0.03% | 0.04% | Q4 2014 | Q2 2019 | 17 |
MOGY JOEL R INVESTMENT COUNSEL INC | 10 | 1 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q1 2023 | 17 |
MBM Wealth Consultants, LLC | 17 | 17 | 0.01% | 0.02% | 0.06% | Q1 2019 | Q1 2023 | 17 |
Stadion Money Management, LLC | 17 | 17 | 0.05% | 0.10% | 0.15% | Q2 2013 | Q2 2017 | 17 |
Empirical Finance, LLC | 16 | 1 | 0.02% | 0.17% | 0.28% | Q4 2016 | Q3 2023 | 17 |
CAMDEN NATIONAL BANK | 16 | 1 | 0.05% | 0.07% | 0.17% | Q4 2016 | Q3 2023 | 17 |
Diversified Trust Co | 10 | 1 | 0.01% | 0.04% | 0.08% | Q3 2013 | Q4 2023 | 17 |
Hotaling Investment Management, LLC | 17 | 17 | 0.20% | 0.25% | 0.32% | Q4 2018 | Q4 2022 | 17 |
Ninety One North America, Inc. | 17 | 17 | 0.07% | 1.48% | 3.51% | Q3 2019 | Q3 2023 | 17 |
Zions Bancorporation, N.A. | 17 | 17 | 0.01% | 0.03% | 0.09% | Q3 2019 | Q3 2023 | 17 |
NIXON PEABODY TRUST CO | 17 | 17 | 0.11% | 0.79% | 1.32% | Q4 2015 | Q4 2019 | 17 |
Signature Wealth Management Group | 13 | 4 | 0.05% | 0.34% | 0.92% | Q4 2017 | Q2 2023 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q2 2017 | 17 |
Avidian Wealth Solutions, LLC | 17 | 17 | 0.02% | 0.04% | 0.13% | Q3 2019 | Q3 2023 | 17 |
Geneva Advisors, LLC | 17 | 17 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q2 2017 | 17 |
INVESTMENT CENTERS OF AMERICA INC | 11 | 6 | 0.05% | 0.09% | 0.19% | Q2 2013 | Q3 2017 | 17 |
Quantinno Capital Management LP | 15 | 2 | 0.14% | 0.27% | 0.43% | Q1 2019 | Q3 2023 | 17 |
LMCG INVESTMENTS, LLC | 10 | 7 | 0.04% | 0.14% | 0.22% | Q2 2013 | Q3 2023 | 17 |
Column Capital Advisors, LLC | 16 | 16 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
SANDERS MORRIS HARRIS LLC | 10 | 1 | 0.06% | 0.15% | 0.35% | Q1 2016 | Q3 2023 | 16 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 16 | 16 | 0.18% | 0.25% | 0.39% | Q4 2019 | Q3 2023 | 16 |
NORTHSTAR ASSET MANAGEMENT LLC | 12 | 4 | 0.06% | 0.07% | 0.08% | Q1 2019 | Q3 2023 | 16 |
DAVIDSON TRUST CO | 16 | 16 | 1.55% | 1.73% | 2.15% | Q4 2019 | Q3 2023 | 16 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 10 | 6 | 0.02% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 16 |
SEIZERT CAPITAL PARTNERS, LLC | 12 | 4 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 16 |
DELTA LLOYD NV | 16 | 16 | 0.02% | 0.07% | 0.12% | Q2 2013 | Q1 2017 | 16 |
LANDAAS & CO /WI /ADV | 12 | 1 | 0.09% | 0.13% | 0.16% | Q3 2017 | Q3 2023 | 16 |
Madison Asset Management, LLC | 16 | 16 | 0.16% | 0.27% | 0.34% | Q4 2019 | Q3 2023 | 16 |
Lafayette Investments | 12 | 4 | 0.07% | 0.15% | 0.21% | Q1 2019 | Q3 2023 | 16 |
Suncoast Equity Management | 9 | 7 | 0.08% | 1.42% | 3.99% | Q2 2018 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.02% | 0.07% | 0.09% | Q4 2019 | Q3 2023 | 16 |
SII INVESTMENTS INC/WI | 8 | 1 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2017 | 16 |
GLG LLC | 16 | 16 | 0.09% | 0.15% | 0.20% | Q1 2014 | Q4 2017 | 16 |
Magnetar Financial LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q2 2015 | Q3 2023 | 16 |
Forward Management, LLC | 16 | 16 | 0.05% | 0.06% | 0.10% | Q2 2013 | Q1 2017 | 16 |
Arlington Partners LLC | 6 | 2 | 0.00% | 0.04% | 0.10% | Q4 2017 | Q2 2023 | 16 |
TRILLIUM ASSET MANAGEMENT, LLC | 12 | 1 | 0.01% | 0.03% | 0.05% | Q3 2013 | Q3 2023 | 16 |
J.W. COLE ADVISORS, INC. | 16 | 16 | 0.06% | 0.29% | 2.64% | Q4 2019 | Q3 2023 | 16 |
Argent Advisors, Inc. | 16 | 16 | 0.20% | 0.31% | 0.40% | Q4 2019 | Q3 2023 | 16 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 16 | 16 | 0.31% | 0.38% | 0.52% | Q4 2019 | Q3 2023 | 16 |
HL FINANCIAL SERVICES LLC | 10 | 1 | 0.20% | 0.28% | 0.45% | Q2 2013 | Q1 2019 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Quotient Investors, LLC | 10 | 6 | 0.20% | 0.38% | 0.51% | Q2 2013 | Q2 2017 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.11% | 0.13% | 0.16% | Q4 2019 | Q3 2023 | 16 |
Freestone Capital Holdings, LLC | 15 | 1 | 0.01% | 0.17% | 0.25% | Q3 2013 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.11% | 0.18% | 0.27% | Q4 2019 | Q3 2023 | 16 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 16 | 16 | 1.36% | 1.73% | 2.09% | Q4 2019 | Q3 2023 | 16 |
Sarasin & Partners LLP | 16 | 16 | 0.64% | 1.68% | 3.04% | Q2 2013 | Q1 2017 | 16 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 16 | 16 | 0.00% | 0.09% | 0.48% | Q4 2019 | Q3 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.18% | 0.31% | 0.38% | Q2 2013 | Q1 2017 | 16 |
Pinkerton Retirement Specialists, LLC | 15 | 1 | 0.00% | 0.58% | 1.07% | Q4 2016 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.04% | 0.10% | 0.27% | Q4 2019 | Q3 2023 | 16 |
HC FINANCIAL ADVISORS INC | 15 | 1 | 1.20% | 2.95% | 5.78% | Q1 2018 | Q2 2022 | 16 |
Capital International Investors | 16 | 16 | 0.40% | 0.68% | 0.88% | Q3 2013 | Q2 2017 | 16 |
GERMAN AMERICAN BANCORP, INC. | 12 | 4 | 0.04% | 0.06% | 0.12% | Q1 2019 | Q3 2023 | 16 |
Syntal Capital Partners, LLC | 8 | 2 | 0.05% | 0.35% | 0.90% | Q4 2016 | Q3 2023 | 16 |
Merit Financial Group, LLC | 16 | 16 | 0.04% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 16 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 16 | 16 | 0.81% | 1.00% | 1.35% | Q4 2019 | Q3 2023 | 16 |
MACKAY SHIELDS LLC | 14 | 2 | 0.05% | 0.11% | 0.23% | Q1 2018 | Q1 2022 | 16 |
Bison Wealth, LLC | 13 | 1 | 0.04% | 0.16% | 0.28% | Q1 2015 | Q3 2023 | 16 |
Trexquant Investment LP | 3 | 1 | 0.05% | 0.33% | 0.69% | Q1 2016 | Q2 2023 | 16 |
Bruderman Asset Management, LLC | 13 | 3 | 0.01% | 0.11% | 0.34% | Q1 2015 | Q1 2019 | 16 |
Sowell Financial Services LLC | 7 | 1 | 0.03% | 0.05% | 0.08% | Q4 2016 | Q1 2023 | 16 |
FORTE CAPITAL LLC /ADV | 14 | 2 | 0.05% | 0.06% | 0.08% | Q3 2017 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.06% | 0.19% | 0.36% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
TRUE Private Wealth Advisors | 5 | 1 | 0.02% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 16 |
Intellectus Partners, LLC | 16 | 16 | 0.00% | 0.32% | 0.55% | Q4 2016 | Q3 2020 | 16 |
PERSONAL CFO SOLUTIONS, LLC | 16 | 16 | 0.00% | 0.12% | 0.26% | Q4 2019 | Q3 2023 | 16 |
Almanack Investment Partners, LLC. | 12 | 1 | 0.04% | 0.05% | 0.06% | Q1 2018 | Q4 2022 | 16 |
BHK Investment Advisors, LLC | 16 | 16 | 0.15% | 0.19% | 0.25% | Q4 2019 | Q3 2023 | 16 |
Capital Bank & Trust Co | 16 | 16 | 0.03% | 0.06% | 0.43% | Q2 2017 | Q1 2021 | 16 |
Berman Capital Advisors, LLC | 16 | 16 | 0.08% | 0.13% | 0.15% | Q4 2017 | Q3 2021 | 16 |
Qube Research & Technologies Ltd | 6 | 1 | 0.00% | 0.18% | 0.60% | Q1 2018 | Q3 2023 | 16 |
Chesapeake Wealth Management | 12 | 4 | 0.07% | 0.10% | 0.13% | Q1 2019 | Q3 2023 | 16 |
Vigilare Wealth Management | 16 | 16 | 0.21% | 0.30% | 0.50% | Q4 2019 | Q3 2023 | 16 |
Truvestments Capital LLC | 6 | 1 | 0.01% | 0.04% | 0.13% | Q3 2018 | Q3 2023 | 16 |
Vectors Research Management, LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q2 2022 | 16 |
S.E.E.D. Planning Group LLC | 16 | 16 | 0.13% | 0.22% | 0.32% | Q4 2019 | Q3 2023 | 16 |
VeraBank, N.A. | 16 | 16 | 0.28% | 0.38% | 0.47% | Q4 2019 | Q3 2023 | 16 |
Cedar Brook Financial Partners, LLC | 12 | 4 | 0.08% | 0.10% | 0.13% | Q1 2019 | Q3 2023 | 16 |
Princeton Global Asset Management LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Quilter Plc | 16 | 16 | 0.01% | 0.02% | 0.07% | Q4 2019 | Q3 2023 | 16 |
TRANSCEND CAPITAL ADVISORS, LLC | 16 | 16 | 0.37% | 0.49% | 0.70% | Q4 2019 | Q3 2023 | 16 |
Ethic Inc. | 16 | 16 | 0.34% | 0.48% | 0.75% | Q4 2019 | Q3 2023 | 16 |
Marcum Wealth, LLC | 16 | 16 | 0.07% | 0.11% | 0.14% | Q4 2019 | Q3 2023 | 16 |
Venture Visionary Partners LLC | 16 | 16 | 0.02% | 0.08% | 0.31% | Q4 2019 | Q3 2023 | 16 |
Pavion Blue Capital, LLC | 16 | 16 | 0.44% | 0.55% | 0.69% | Q4 2019 | Q3 2023 | 16 |
Relyea Zuckerberg Hanson LLC | 16 | 16 | 0.12% | 0.20% | 0.36% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.07% | 0.20% | 0.40% | Q4 2019 | Q3 2023 | 16 |
ICW Investment Advisors LLC | 16 | 16 | 1.24% | 1.56% | 1.84% | Q4 2019 | Q3 2023 | 16 |
Beaumont Asset Management, L.L.C. | 16 | 16 | 0.21% | 0.24% | 0.28% | Q4 2019 | Q3 2023 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 0.83% | 1.03% | 1.38% | Q4 2019 | Q3 2023 | 16 |
HOEY INVESTMENTS, INC | 16 | 16 | 0.14% | 0.21% | 0.36% | Q4 2019 | Q3 2023 | 16 |
Detalus Advisors, LLC | 16 | 16 | 0.19% | 0.27% | 0.33% | Q4 2019 | Q3 2023 | 16 |
Secure Asset Management, LLC | 16 | 16 | 0.11% | 0.17% | 0.25% | Q4 2019 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.01% | 0.05% | 0.10% | Q4 2019 | Q3 2023 | 16 |
S.A. Mason LLC | 16 | 16 | 0.32% | 0.38% | 0.44% | Q4 2019 | Q3 2023 | 16 |
CFM WEALTH PARTNERS LLC | 16 | 16 | 0.08% | 0.09% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Great Diamond Partners, LLC | 16 | 16 | 1.01% | 1.21% | 1.51% | Q4 2019 | Q3 2023 | 16 |
LifeSteps Financial, Inc. | 16 | 16 | 0.57% | 0.76% | 1.10% | Q4 2019 | Q3 2023 | 16 |
Mission Creek Capital Partners, Inc. | 16 | 16 | 0.36% | 0.75% | 1.18% | Q4 2019 | Q3 2023 | 16 |
PBMares Wealth Management LLC | 16 | 16 | 0.20% | 0.33% | 0.52% | Q4 2019 | Q3 2023 | 16 |
Chronos Wealth Management, LLC | 16 | 16 | 0.24% | 0.29% | 0.36% | Q4 2019 | Q3 2023 | 16 |
Cardinal Strategic Wealth Guidance | 16 | 16 | 0.21% | 0.39% | 0.70% | Q4 2019 | Q3 2023 | 16 |
Hummer Financial Advisory Services Inc | 16 | 16 | 0.88% | 1.07% | 1.29% | Q4 2019 | Q3 2023 | 16 |
360 Financial, Inc. | 16 | 16 | 0.40% | 0.52% | 0.66% | Q4 2019 | Q3 2023 | 16 |
Mattern Wealth Management LLC | 16 | 16 | 0.93% | 1.18% | 1.60% | Q4 2019 | Q3 2023 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.10% | 0.13% | 0.16% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Aberdeen Wealth Management LLC | 16 | 16 | 1.66% | 2.10% | 2.54% | Q4 2019 | Q3 2023 | 16 |
Alhambra Investment Management LLC | 16 | 16 | 0.42% | 0.50% | 0.63% | Q4 2019 | Q3 2023 | 16 |
EPG Wealth Management LLC | 16 | 16 | 0.07% | 0.15% | 0.22% | Q4 2019 | Q3 2023 | 16 |
MATTERN CAPITAL MANAGEMENT, LLC | 16 | 16 | 1.09% | 1.26% | 1.43% | Q4 2019 | Q3 2023 | 16 |
Resonant Capital Advisors, LLC | 16 | 16 | 0.34% | 0.46% | 0.62% | Q4 2019 | Q3 2023 | 16 |
Regent Peak Wealth Advisors LLC | 16 | 16 | 0.56% | 0.69% | 0.87% | Q4 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Keebeck Wealth Management, LLC | 16 | 16 | 0.06% | 0.26% | 0.52% | Q4 2019 | Q3 2023 | 16 |
Procyon Advisors, LLC | 16 | 16 | 0.50% | 1.22% | 2.14% | Q4 2019 | Q3 2023 | 16 |
Portfolio Strategies, Inc. | 11 | 4 | 0.04% | 0.07% | 0.10% | Q4 2017 | Q3 2023 | 15 |
Cornerstone Advisory, LLC | 14 | 1 | 0.05% | 0.12% | 0.20% | Q4 2019 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.01% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Richard C. Young & CO., LTD. | 15 | 15 | 0.42% | 1.87% | 2.55% | Q1 2020 | Q3 2023 | 15 |
Grace Capital | 15 | 15 | 0.89% | 1.86% | 2.53% | Q2 2013 | Q4 2016 | 15 |
Kore Private Wealth LLC | 8 | 7 | 0.03% | 0.10% | 0.18% | Q4 2018 | Q3 2022 | 15 |
ATLAS CAPITAL ADVISORS LLC | 8 | 7 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2023 | 15 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 7 | 1 | 0.06% | 0.42% | 1.26% | Q3 2019 | Q3 2023 | 15 |
Parkside Advisors LLC | 13 | 1 | 0.08% | 0.09% | 0.14% | Q3 2017 | Q4 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.06% | 0.06% | 0.07% | Q3 2011 | Q3 2015 | 15 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 9 | 3 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2019 | 15 |
Legacy Advisors, LLC | 7 | 1 | 0.06% | 0.32% | 0.90% | Q4 2016 | Q3 2023 | 15 |
Measured Wealth Private Client Group, LLC | 13 | 1 | 0.12% | 0.15% | 0.17% | Q3 2018 | Q3 2023 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.18% | 0.20% | 0.23% | Q2 2013 | Q4 2016 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.01% | 0.06% | 0.10% | Q2 2013 | Q4 2016 | 15 |
BlackRock Group LTD | 15 | 15 | 0.17% | 0.21% | 0.27% | Q2 2013 | Q4 2016 | 15 |
NORTHSTAR WEALTH PARTNERS LLC | 15 | 15 | 0.34% | 0.69% | 0.90% | Q1 2017 | Q3 2020 | 15 |
CAROLINAS WEALTH CONSULTING LLC | 15 | 15 | 0.07% | 0.10% | 0.13% | Q1 2020 | Q3 2023 | 15 |
FIDUCIARY TRUST INTERNATIONAL LLC | 14 | 1 | 0.06% | 0.09% | 0.12% | Q1 2014 | Q2 2020 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q4 2016 | 15 |
Samalin Investment Counsel, LLC | 14 | 1 | 0.18% | 0.25% | 0.36% | Q4 2019 | Q3 2023 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.17% | 0.25% | 0.30% | Q3 2016 | Q1 2020 | 15 |
CASTLEARK MANAGEMENT LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
BDO Wealth Advisors, LLC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2023 | 15 |
Platform Technology Partners | 10 | 5 | 0.34% | 0.49% | 0.66% | Q4 2019 | Q3 2023 | 15 |
Janney Capital Management LLC | 4 | 2 | 0.01% | 0.13% | 0.88% | Q4 2013 | Q3 2023 | 15 |
Apella Capital, LLC | 12 | 3 | 0.04% | 0.09% | 0.16% | Q1 2020 | Q4 2023 | 15 |
J. W. Coons Advisors, LLC | 15 | 15 | 0.84% | 1.06% | 1.36% | Q1 2020 | Q3 2023 | 15 |
Pegasus Partners Ltd. | 15 | 15 | 0.27% | 0.40% | 0.57% | Q1 2020 | Q3 2023 | 15 |
IEQ CAPITAL, LLC | 11 | 4 | 0.05% | 0.09% | 0.17% | Q4 2019 | Q3 2023 | 15 |
Principle Wealth Partners LLC | 12 | 1 | 0.06% | 0.22% | 0.30% | Q3 2019 | Q3 2023 | 15 |
I.G. INVESTMENT MANAGEMENT, LTD. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2017 | 15 |
DOCK STREET ASSET MANAGEMENT INC | 12 | 1 | 0.04% | 0.07% | 0.12% | Q3 2014 | Q3 2023 | 15 |
Advisors Capital Management, LLC | 13 | 2 | 0.02% | 0.06% | 0.13% | Q3 2019 | Q2 2023 | 15 |
Tranquility Partners, LLC | 15 | 15 | 0.40% | 0.48% | 0.57% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.06% | 0.07% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Tandem Investment Advisors, Inc. | 15 | 15 | 1.05% | 2.26% | 3.32% | Q1 2020 | Q3 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.12% | 0.14% | 0.17% | Q2 2013 | Q4 2016 | 15 |
OKABENA INVESTMENT SERVICES INC | 13 | 2 | 0.51% | 1.31% | 2.94% | Q4 2019 | Q3 2023 | 15 |
LMR Partners LLP | 2 | 1 | 0.00% | 0.23% | 2.44% | Q3 2014 | Q3 2023 | 15 |
Stack Financial Management, Inc | 15 | 15 | 1.60% | 2.72% | 3.91% | Q4 2016 | Q2 2020 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.03% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Integrated Wealth Concepts LLC | 14 | 1 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 15 |
Virtus Fund Advisers, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2017 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.16% | 0.18% | 0.19% | Q2 2013 | Q4 2016 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.23% | 0.26% | 0.32% | Q2 2013 | Q4 2016 | 15 |
M&G INVESTMENT MANAGEMENT LTD | 15 | 15 | 0.00% | 0.48% | 1.59% | Q4 2019 | Q2 2023 | 15 |
Columbia Trust Co 01012016 | 12 | 3 | 0.25% | 0.28% | 0.33% | Q4 2019 | Q3 2023 | 15 |
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | 12 | 3 | 0.06% | 0.15% | 0.23% | Q2 2013 | Q3 2023 | 15 |
Chicago Partners Investment Group LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 15 |
Wealth Alliance | 15 | 15 | 0.10% | 0.13% | 0.19% | Q1 2020 | Q3 2023 | 15 |
INVESTMENT ADVISORY SERVICES INC /TX /ADV | 10 | 5 | 0.45% | 0.60% | 0.77% | Q4 2019 | Q3 2023 | 15 |
Banco Santander, S.A. | 14 | 1 | 0.01% | 0.13% | 1.14% | Q3 2017 | Q4 2021 | 15 |
PUBLIC INVESTMENT FUND | 15 | 15 | 0.64% | 1.28% | 2.93% | Q1 2020 | Q3 2023 | 15 |
Wealth Enhancement & Preservation of GA, LLC | 15 | 15 | 0.58% | 0.84% | 1.17% | Q4 2019 | Q2 2023 | 15 |
BRINKER CAPITAL INC | 15 | 15 | 0.05% | 0.18% | 0.28% | Q4 2016 | Q2 2020 | 15 |
Knuff & Co LLC | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Graypoint LLC | 15 | 15 | 0.05% | 0.07% | 0.12% | Q1 2020 | Q3 2023 | 15 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2019 | 15 |
Ninety One SA (PTY) Ltd | 8 | 7 | 0.09% | 0.22% | 0.32% | Q1 2016 | Q3 2023 | 15 |
Citizens National Bank Trust Department | 15 | 15 | 0.24% | 0.53% | 1.01% | Q1 2020 | Q3 2023 | 15 |
GSA CAPITAL PARTNERS LLP | 3 | 1 | 0.03% | 0.12% | 0.36% | Q2 2013 | Q4 2022 | 15 |
FinTrust Capital Advisors, LLC | 13 | 2 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.04% | 0.08% | 0.10% | Q2 2016 | Q4 2019 | 15 |
BLS CAPITAL FONDSMAEGLERSELSKAB A/S | 15 | 15 | 5.34% | 10.41% | 17.51% | Q1 2020 | Q3 2023 | 15 |
McKinley Carter Wealth Services, Inc. | 14 | 1 | 0.01% | 0.17% | 0.21% | Q1 2018 | Q3 2023 | 15 |
EXANE DERIVATIVES | 7 | 4 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q1 2022 | 15 |
BEACON TRUST CO | 12 | 1 | 1.24% | 1.50% | 1.80% | Q1 2013 | Q1 2017 | 15 |
9258 Wealth Management, LLC | 12 | 3 | 0.05% | 0.07% | 0.09% | Q4 2019 | Q3 2023 | 15 |
MASTRAPASQUA ASSET MANAGEMENT INC | 15 | 15 | 0.92% | 1.10% | 1.30% | Q4 2016 | Q2 2020 | 15 |
Aptus Capital Advisors, LLC | 12 | 2 | 0.01% | 0.08% | 0.53% | Q1 2020 | Q3 2023 | 15 |
OXFORD FINANCIAL GROUP, LTD. LLC | 15 | 15 | 0.02% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Your Advocates Ltd., LLP | 15 | 15 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Strategic Blueprint, LLC | 14 | 1 | 0.02% | 0.18% | 1.04% | Q3 2019 | Q3 2023 | 15 |
BCM ADVISORS, LLC | 15 | 15 | 0.09% | 0.19% | 0.26% | Q4 2016 | Q2 2020 | 15 |
Klingman & Associates, LLC | 8 | 7 | 0.06% | 0.08% | 0.10% | Q4 2014 | Q3 2023 | 15 |
Virtu Financial LLC | 2 | 1 | 0.03% | 0.10% | 0.44% | Q3 2014 | Q2 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.10% | 0.11% | 0.12% | Q2 2013 | Q4 2016 | 15 |
Biondo Investment Advisors, LLC | 15 | 15 | 0.22% | 1.15% | 1.80% | Q1 2020 | Q3 2023 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.20% | 0.29% | 0.54% | Q1 2020 | Q3 2023 | 15 |
CHICAGO EQUITY PARTNERS LLC | 6 | 4 | 0.01% | 0.07% | 0.18% | Q2 2013 | Q1 2020 | 15 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.06% | 0.12% | 0.17% | Q1 2020 | Q3 2023 | 15 |
AlphaCrest Capital Management LLC | 14 | 1 | 0.03% | 0.11% | 0.27% | Q4 2018 | Q3 2022 | 15 |
Texas Capital Bank Wealth Management Services Inc | 15 | 15 | 0.04% | 0.06% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Edgestream Partners, L.P. | 6 | 1 | 0.02% | 0.34% | 1.31% | Q2 2014 | Q3 2023 | 15 |
Mirador Capital Partners LP | 15 | 15 | 0.60% | 0.74% | 0.95% | Q1 2016 | Q3 2019 | 15 |
Geller Advisors LLC | 12 | 1 | 0.06% | 0.07% | 0.10% | Q3 2019 | Q3 2023 | 14 |
Live Oak Private Wealth LLC | 14 | 14 | 0.05% | 0.16% | 0.30% | Q2 2020 | Q3 2023 | 14 |
ICON ADVISERS INC/CO | 9 | 5 | 0.04% | 0.22% | 0.41% | Q2 2016 | Q1 2021 | 14 |
RNC CAPITAL MANAGEMENT LLC | 14 | 14 | 0.03% | 0.04% | 0.08% | Q2 2013 | Q3 2016 | 14 |
O'Shares Investment Advisers, LLC | 14 | 14 | 0.12% | 0.35% | 0.62% | Q4 2018 | Q1 2022 | 14 |
Ruane, Cunniff & Goldfarb | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
XPONANCE, INC. | 14 | 14 | 0.23% | 0.29% | 0.36% | Q2 2020 | Q3 2023 | 14 |
Troy Asset Management Ltd | 14 | 14 | 0.30% | 1.26% | 2.40% | Q2 2020 | Q3 2023 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q3 2016 | 14 |
NAVELLIER & ASSOCIATES INC | 11 | 1 | 0.01% | 0.07% | 0.17% | Q3 2012 | Q3 2023 | 14 |
Covenant Multifamily Offices, LLC | 5 | 4 | 0.04% | 0.79% | 2.26% | Q1 2017 | Q3 2021 | 14 |
Windsor Wealth Management, Inc. | 13 | 1 | 0.09% | 0.13% | 0.17% | Q3 2018 | Q1 2022 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2016 | 14 |
Concert Wealth Management Inc. | 6 | 2 | 0.05% | 0.10% | 0.15% | Q2 2013 | Q1 2017 | 14 |
Cordasco Financial Network | 14 | 14 | 0.01% | 0.23% | 0.33% | Q1 2019 | Q2 2022 | 14 |
Centiva Capital, LP | 8 | 1 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 14 |
AMG National Trust Bank | 14 | 14 | 0.07% | 0.10% | 0.16% | Q2 2020 | Q3 2023 | 14 |
Argentus Capital Management, LLC | 14 | 14 | 0.02% | 0.19% | 0.32% | Q2 2013 | Q3 2016 | 14 |
Cordatus Wealth Management LLC | 10 | 1 | 0.45% | 0.82% | 1.33% | Q4 2018 | Q2 2023 | 14 |
Kovack Advisors, Inc. | 6 | 2 | 0.02% | 0.06% | 0.10% | Q2 2018 | Q3 2023 | 14 |
Greenline Partners, LLC | 14 | 14 | 0.42% | 0.72% | 1.11% | Q2 2020 | Q3 2023 | 14 |
RWA WEALTH PARTNERS, LLC | 12 | 2 | 0.00% | 0.11% | 0.37% | Q1 2018 | Q3 2023 | 14 |
Xcel Wealth Management, LLC | 14 | 14 | 0.09% | 0.12% | 0.15% | Q2 2020 | Q3 2023 | 14 |
TIAA CREF TRUST CO FSB/MO | 14 | 14 | 0.03% | 0.04% | 0.06% | Q4 2013 | Q1 2017 | 14 |
SIT INVESTMENT ASSOCIATES INC | 5 | 1 | 0.00% | 0.34% | 0.57% | Q2 2013 | Q3 2017 | 14 |
Garner Asset Management Corp | 14 | 14 | 0.16% | 0.26% | 0.50% | Q2 2020 | Q3 2023 | 14 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.02% | 0.10% | Q1 2015 | Q1 2021 | 14 |
OppenheimerFunds, Inc. | 14 | 14 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q1 2019 | 14 |
Oribel Capital Management, LP | 5 | 1 | 0.31% | 1.86% | 3.84% | Q4 2018 | Q3 2023 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.04% | 0.05% | 0.10% | Q2 2013 | Q3 2016 | 14 |
Sharkey, Howes & Javer | 11 | 1 | 0.04% | 0.06% | 0.07% | Q4 2016 | Q3 2023 | 14 |
JANICZEK WEALTH MANAGEMENT, LLC | 14 | 14 | 0.02% | 0.03% | 0.07% | Q2 2020 | Q3 2023 | 14 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 14 | 14 | 0.04% | 0.06% | 0.08% | Q2 2015 | Q3 2018 | 14 |
Stanley-Laman Group, Ltd. | 13 | 1 | 0.08% | 0.58% | 0.87% | Q1 2020 | Q3 2023 | 14 |
SEVEN EIGHT CAPITAL, LP | 3 | 1 | 0.01% | 0.14% | 0.56% | Q2 2014 | Q3 2023 | 14 |
Tidal Investments LLC | 12 | 2 | 0.02% | 0.12% | 0.20% | Q2 2019 | Q3 2023 | 14 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 13 | 1 | 0.07% | 0.12% | 0.22% | Q4 2019 | Q3 2023 | 14 |
Psagot Value Holdings Ltd. | 5 | 1 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2021 | 14 |
Quantitative Investment Management, LLC | 5 | 1 | 0.01% | 0.29% | 0.93% | Q3 2013 | Q3 2023 | 14 |
Dynamic Technology Lab Private Ltd | 5 | 1 | 0.04% | 0.21% | 0.52% | Q3 2013 | Q2 2023 | 14 |
GRAYBILL WEALTH MANAGEMENT, LTD. | 14 | 14 | 1.65% | 2.49% | 3.07% | Q2 2020 | Q3 2023 | 14 |
CORNERCAP INVESTMENT COUNSEL INC | 11 | 3 | 0.04% | 0.18% | 0.47% | Q1 2020 | Q3 2023 | 14 |
Rampart Investment Management Company, LLC | 11 | 3 | 0.00% | 0.16% | 0.24% | Q1 2017 | Q3 2020 | 14 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 1 | 0.08% | 0.40% | 0.88% | Q2 2013 | Q2 2023 | 14 |
LAKE STREET ADVISORS GROUP, LLC | 14 | 14 | 0.03% | 0.05% | 0.06% | Q1 2018 | Q2 2021 | 14 |
Ironvine Capital Partners, LLC | 14 | 14 | 0.28% | 0.36% | 0.42% | Q4 2017 | Q1 2021 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q3 2016 | 14 |
DEERE & CO | 14 | 14 | 0.15% | 0.20% | 0.24% | Q2 2013 | Q3 2016 | 14 |
CenturyLink Investment Management Co | 14 | 14 | 0.13% | 0.29% | 0.37% | Q4 2016 | Q1 2020 | 14 |
SWARTHMORE GROUP INC | 14 | 14 | 0.04% | 0.08% | 0.14% | Q2 2013 | Q3 2016 | 14 |
Railway Pension Investments Ltd | 8 | 6 | 0.03% | 0.30% | 0.57% | Q4 2018 | Q3 2023 | 14 |
Migdal Insurance & Financial Holdings Ltd. | 14 | 14 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q2 2020 | 14 |
PAX Financial Group, LLC | 14 | 14 | 0.15% | 0.19% | 0.22% | Q2 2020 | Q3 2023 | 14 |
Relative Value Partners Group, LLC | 9 | 5 | 0.04% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 14 |
BEACON FINANCIAL GROUP | 13 | 1 | 0.06% | 0.08% | 0.18% | Q3 2013 | Q3 2023 | 14 |
Sunflower Bank, N.A. | 14 | 14 | 0.11% | 0.14% | 0.23% | Q2 2020 | Q3 2023 | 14 |
Quadrant Private Wealth Management, LLC | 10 | 4 | 0.15% | 0.19% | 0.24% | Q1 2020 | Q3 2023 | 14 |
ACIMA PRIVATE WEALTH, LLC | 14 | 14 | 0.33% | 0.41% | 0.51% | Q4 2018 | Q1 2022 | 14 |
Pinnacle Wealth Planning Services, Inc. | 12 | 2 | 0.05% | 0.08% | 0.10% | Q4 2019 | Q3 2023 | 14 |
Members Trust Co | 10 | 2 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 14 |
PHILADELPHIA TRUST CO | 10 | 2 | 0.02% | 0.03% | 0.06% | Q3 2013 | Q3 2023 | 14 |
CEDAR CAPITAL, LLC | 14 | 14 | 0.11% | 0.90% | 1.66% | Q2 2017 | Q3 2020 | 14 |
Bollard Group LLC | 12 | 2 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 14 |
Winslow Capital Management, LLC | 14 | 14 | 0.00% | 1.10% | 1.62% | Q4 2016 | Q1 2020 | 14 |
C WorldWide Group Holding A/S | 9 | 5 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q1 2023 | 14 |
Winch Advisory Services, LLC | 12 | 1 | 0.00% | 0.02% | 0.31% | Q1 2015 | Q3 2023 | 14 |
Calvert Investment Management, Inc. | 14 | 14 | 0.02% | 0.17% | 0.66% | Q3 2013 | Q4 2016 | 14 |
WFA of San Diego, LLC | 11 | 2 | 0.10% | 0.16% | 0.22% | Q2 2020 | Q3 2023 | 13 |
Redwood Investments, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2017 | 13 |
Quantitative Systematic Strategies LLC | 6 | 1 | 0.06% | 0.32% | 0.68% | Q3 2015 | Q3 2019 | 13 |
New Jersey Better Educational Savings Trust | 11 | 1 | 0.38% | 0.58% | 0.84% | Q4 2019 | Q3 2023 | 13 |
FormulaFolio Investments, LLC | 13 | 13 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q2 2021 | 13 |
CG Asset Management LLC | 13 | 13 | 0.31% | 0.35% | 0.43% | Q4 2013 | Q4 2016 | 13 |
QCI ASSET MANAGEMENT INC/NY | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2020 | 13 |
Stewart Asset Management, LLC | 13 | 13 | 0.84% | 2.04% | 3.26% | Q4 2019 | Q4 2022 | 13 |
CLEAR STREET MARKETS LLC | 3 | 1 | 0.00% | 0.11% | 0.93% | Q2 2014 | Q3 2023 | 13 |
Truehand, Inc | 13 | 13 | 0.95% | 1.12% | 1.23% | Q4 2018 | Q4 2021 | 13 |
JEPPSON WEALTH MANAGEMENT, LLC | 13 | 13 | 0.26% | 0.29% | 0.31% | Q3 2020 | Q3 2023 | 13 |
Nichols Asset Management LLC | 13 | 13 | 0.04% | 0.14% | 0.52% | Q4 2013 | Q4 2016 | 13 |
BSW Wealth Partners | 12 | 1 | 0.11% | 0.18% | 0.25% | Q4 2019 | Q3 2023 | 13 |
BRISTOL JOHN W & CO INC /NY/ | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Cumberland Partners Ltd | 10 | 3 | 0.08% | 0.23% | 0.55% | Q2 2018 | Q1 2023 | 13 |
FRANKLIN STREET ADVISORS INC /NC | 6 | 1 | 0.02% | 0.06% | 0.24% | Q2 2013 | Q1 2022 | 13 |
PDS Planning, Inc | 12 | 1 | 0.06% | 0.08% | 0.11% | Q2 2020 | Q3 2023 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.03% | 0.06% | 0.17% | Q3 2020 | Q3 2023 | 13 |
AHL Partners LLP | 13 | 13 | 0.02% | 0.13% | 0.29% | Q4 2014 | Q4 2017 | 13 |
FIRST QUADRANT LLC/CA | 8 | 1 | 0.00% | 0.12% | 0.31% | Q4 2014 | Q4 2021 | 13 |
Laidlaw Wealth Management LLC | 8 | 1 | 0.05% | 0.09% | 0.17% | Q4 2019 | Q3 2023 | 13 |
Arabesque Asset Management Ltd | 8 | 5 | 0.17% | 0.69% | 1.00% | Q4 2018 | Q4 2022 | 13 |
Sequent Asset Management, LLC | 13 | 13 | 0.74% | 0.89% | 1.46% | Q2 2013 | Q2 2016 | 13 |
LITTLE HOUSE CAPITAL LLC | 7 | 1 | 0.11% | 0.51% | 0.82% | Q4 2018 | Q4 2022 | 13 |
McQueen, Ball & Associates Inc. | 13 | 13 | 1.34% | 1.69% | 2.00% | Q4 2015 | Q4 2018 | 13 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 0.89% | 0.98% | 1.04% | Q2 2013 | Q2 2016 | 13 |
Riverview Trust Co | 7 | 6 | 0.04% | 0.22% | 0.33% | Q4 2018 | Q3 2023 | 13 |
First Houston Capital, Inc. | 12 | 1 | 0.20% | 1.57% | 2.78% | Q3 2013 | Q4 2016 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2018 | 13 |
HORAN CAPITAL MANAGEMENT | 4 | 1 | 0.10% | 0.51% | 1.21% | Q2 2015 | Q1 2020 | 13 |
Baron Financial Group, LLC | 13 | 13 | 0.17% | 0.21% | 0.29% | Q3 2020 | Q3 2023 | 13 |
Enterprise Trust & Investment Co | 13 | 13 | 0.06% | 0.07% | 0.09% | Q2 2019 | Q2 2022 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.03% | 0.08% | 0.15% | Q3 2020 | Q3 2023 | 13 |
AMERICAN ASSET MANAGEMENT INC. | 13 | 13 | 0.12% | 0.19% | 0.26% | Q4 2016 | Q4 2019 | 13 |
KANALY TRUST CO | 13 | 13 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q4 2016 | 13 |
Dougherty Wealth Advisers LLC | 13 | 13 | 0.10% | 0.17% | 0.25% | Q4 2018 | Q4 2021 | 13 |
SHINE INVESTMENT ADVISORY SERVICES INC | 13 | 13 | 0.01% | 0.05% | 0.09% | Q3 2017 | Q3 2020 | 13 |
CAXTON ASSOCIATES LP | 4 | 1 | 0.01% | 0.09% | 0.21% | Q2 2017 | Q3 2023 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.25% | 0.34% | 0.54% | Q2 2013 | Q2 2016 | 13 |
GODSEY & GIBB, INC | 9 | 4 | 0.04% | 0.05% | 0.09% | Q1 2019 | Q3 2023 | 13 |
Moloney Securities Asset Management, LLC | 9 | 1 | 0.04% | 0.18% | 0.36% | Q4 2016 | Q4 2022 | 13 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 5 | 1 | 0.03% | 0.07% | 0.14% | Q1 2015 | Q2 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.07% | 0.09% | 0.13% | Q3 2020 | Q3 2023 | 13 |
WealthTrust Axiom LLC | 13 | 13 | 0.39% | 0.46% | 0.53% | Q3 2020 | Q3 2023 | 13 |
Bank of Marin | 13 | 13 | 0.23% | 0.31% | 0.41% | Q4 2019 | Q4 2022 | 13 |
Pegasus Asset Management, Inc. | 13 | 13 | 0.64% | 1.11% | 2.56% | Q3 2020 | Q3 2023 | 13 |
Quantamental Technologies LLC | 5 | 1 | 0.10% | 0.34% | 0.96% | Q4 2018 | Q2 2023 | 13 |
GENERAL ELECTRIC CO | 13 | 13 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q2 2016 | 13 |
ETF MANAGERS GROUP, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q1 2021 | 13 |
Key FInancial Inc | 12 | 1 | 0.07% | 0.41% | 1.04% | Q1 2020 | Q3 2023 | 13 |
BELLEVUE ASSET MANAGEMENT, LLC | 13 | 13 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q4 2022 | 13 |
Leelyn Smith, LLC | 13 | 13 | 0.04% | 0.06% | 0.11% | Q4 2019 | Q4 2022 | 13 |
PagnatoKarp Partners LLC | 8 | 5 | 0.08% | 0.09% | 0.12% | Q4 2016 | Q1 2020 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.15% | 0.22% | 0.27% | Q3 2020 | Q3 2023 | 13 |
FIL Ltd | 13 | 13 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q2 2021 | 13 |
Berkshire Bank | 13 | 13 | 0.18% | 0.25% | 0.30% | Q3 2020 | Q3 2023 | 13 |
Marotta Asset Management | 9 | 1 | 0.06% | 0.07% | 0.08% | Q4 2019 | Q4 2023 | 13 |
MinichMacGregor Wealth Management, LLC | 12 | 1 | 0.06% | 0.06% | 0.07% | Q4 2015 | Q4 2022 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.08% | 0.17% | 0.29% | Q3 2020 | Q3 2023 | 13 |
Risk Paradigm Group, LLC | 13 | 13 | 0.02% | 0.05% | 0.07% | Q1 2015 | Q1 2018 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.13% | 0.15% | 0.18% | Q3 2020 | Q3 2023 | 13 |
Boston Common Asset Management, LLC | 9 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2022 | 13 |
MACNEALY HOOVER INVESTMENT MANAGEMENT INC | 12 | 1 | 1.31% | 1.55% | 1.84% | Q4 2013 | Q3 2019 | 13 |
CAAS CAPITAL MANAGEMENT LP | 4 | 2 | 0.01% | 0.06% | 0.19% | Q4 2021 | Q3 2023 | 13 |
FIRST NIAGARA BANK | 13 | 13 | 1.00% | 1.12% | 1.39% | Q2 2013 | Q2 2016 | 13 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.24% | 0.73% | Q2 2016 | Q3 2023 | 13 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.20% | 0.32% | 0.40% | Q4 2020 | Q3 2023 | 12 |
Catamount Wealth Management | 12 | 12 | 0.04% | 0.05% | 0.07% | Q2 2016 | Q1 2019 | 12 |
LCM Capital Management Inc | 12 | 12 | 0.35% | 0.40% | 0.49% | Q4 2020 | Q3 2023 | 12 |
Graves Light Lenhart Wealth, Inc. | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Hemington Wealth Management | 12 | 12 | 0.15% | 0.44% | 0.75% | Q4 2020 | Q3 2023 | 12 |
LifePro Asset Management | 12 | 12 | 0.15% | 0.30% | 0.55% | Q4 2020 | Q3 2023 | 12 |
Laffer Tengler Investments, Inc. | 10 | 2 | 0.00% | 0.70% | 1.24% | Q2 2013 | Q1 2019 | 12 |
Aurora Private Wealth, Inc. | 12 | 12 | 0.19% | 0.32% | 0.50% | Q4 2019 | Q3 2022 | 12 |
SIMON QUICK ADVISORS, LLC | 4 | 4 | 0.00% | 0.04% | 0.13% | Q4 2017 | Q3 2023 | 12 |
HHG & Company, LLC | 12 | 12 | 0.66% | 1.11% | 1.52% | Q2 2013 | Q1 2016 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.12% | 0.14% | 0.16% | Q2 2013 | Q1 2016 | 12 |
Apex Capital Management | 12 | 12 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
WINSLOW ASSET MANAGEMENT INC | 7 | 1 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q2 2022 | 12 |
Profit Investment Management, LLC | 8 | 4 | 0.13% | 0.18% | 0.24% | Q2 2013 | Q3 2021 | 12 |
Gladstone Institutional Advisory LLC | 10 | 2 | 0.06% | 0.11% | 0.17% | Q4 2018 | Q3 2023 | 12 |
COMPASS CAPITAL MANAGEMENT, INC | 12 | 12 | 3.12% | 3.52% | 4.00% | Q2 2013 | Q1 2016 | 12 |
Brown Miller Wealth Management, LLC | 12 | 12 | 0.16% | 0.20% | 0.23% | Q4 2020 | Q3 2023 | 12 |
Guardian Wealth Advisors, LLC | 12 | 12 | 0.04% | 0.25% | 0.32% | Q4 2020 | Q3 2023 | 12 |
Journey Advisory Group, LLC | 12 | 12 | 0.14% | 0.38% | 0.61% | Q4 2020 | Q3 2023 | 12 |
BHF Kleinwort Benson Group S.A. | 12 | 12 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q1 2016 | 12 |
Kesler, Norman & Wride, LLC | 12 | 12 | 0.29% | 0.39% | 0.55% | Q4 2020 | Q3 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.08% | 0.12% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Marshall Financial Group LLC | 12 | 12 | 0.58% | 0.68% | 0.88% | Q4 2020 | Q3 2023 | 12 |
Valley Brook Capital Group, Inc. | 12 | 12 | 0.93% | 1.12% | 1.34% | Q4 2020 | Q3 2023 | 12 |
Maryland State Retirement & Pension System | 12 | 12 | 0.15% | 0.23% | 0.61% | Q4 2020 | Q3 2023 | 12 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 12 | 12 | 0.42% | 0.49% | 0.56% | Q4 2020 | Q3 2023 | 12 |
Dash Acquisitions Inc. | 12 | 12 | 3.18% | 3.99% | 4.88% | Q4 2020 | Q3 2023 | 12 |
Rede Wealth, LLC | 12 | 12 | 0.30% | 0.34% | 0.40% | Q4 2020 | Q3 2023 | 12 |
Veritas Investment Partners (UK) Ltd. | 12 | 12 | 3.01% | 3.78% | 4.41% | Q4 2020 | Q3 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.18% | 0.22% | 0.27% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Bordeaux Wealth Advisors LLC | 12 | 12 | 0.33% | 0.47% | 0.56% | Q4 2020 | Q3 2023 | 12 |
Lehman Financial Resources, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q3 2015 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.00% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Charles Schwab Trust Co | 12 | 12 | 0.05% | 0.07% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Tacita Capital Inc | 12 | 12 | 0.14% | 0.19% | 0.23% | Q4 2020 | Q3 2023 | 12 |
EMERSON INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.10% | 0.12% | 0.14% | Q2 2013 | Q1 2016 | 12 |
Delta Accumulation, LLC | 4 | 2 | 0.62% | 1.07% | 1.86% | Q4 2021 | Q3 2023 | 12 |
Siemens Fonds Invest GmbH | 12 | 12 | 0.25% | 0.51% | 1.05% | Q4 2020 | Q3 2023 | 12 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.01% | 0.09% | 0.55% | Q3 2014 | Q2 2019 | 12 |
NumerixS Investment Technologies Inc | 6 | 1 | 0.02% | 0.23% | 0.51% | Q2 2015 | Q2 2020 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.27% | 0.30% | 0.34% | Q4 2020 | Q3 2023 | 12 |
Johnson Midwest Financial, LLC | 12 | 12 | 0.02% | 0.04% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Hoxton Financial, Inc. | 12 | 12 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q1 2016 | 12 |
Sterling Financial Planning, Inc. | 12 | 12 | 0.10% | 0.15% | 0.20% | Q4 2020 | Q3 2023 | 12 |
CHARTWELL INVESTMENT PARTNERS, LLC | 12 | 12 | 0.08% | 0.12% | 0.16% | Q2 2014 | Q1 2017 | 12 |
Financial Avengers, Inc. | 12 | 12 | 0.13% | 0.15% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.01% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 12 |
New Potomac Partners, LLC | 12 | 12 | 0.04% | 0.06% | 0.07% | Q4 2017 | Q3 2020 | 12 |
Accretive Wealth Partners, LLC | 12 | 12 | 1.00% | 1.28% | 1.66% | Q4 2020 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.09% | 0.10% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Secrest Blakey & Associates, LLC | 11 | 11 | 0.07% | 0.38% | 0.73% | Q1 2018 | Q3 2020 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.29% | 0.40% | 0.52% | Q4 2020 | Q3 2023 | 12 |
Aaron Wealth Advisors LLC | 12 | 12 | 0.09% | 0.59% | 1.12% | Q4 2020 | Q3 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.24% | 0.29% | 0.36% | Q4 2020 | Q3 2023 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q1 2021 | 12 |
Connolly Sarah T. | 12 | 12 | 0.90% | 1.07% | 1.34% | Q4 2020 | Q3 2023 | 12 |
Solstein Capital, LLC | 8 | 4 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q4 2022 | 12 |
Smith, Salley & Associates | 6 | 3 | 0.05% | 0.21% | 0.45% | Q3 2013 | Q2 2017 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.26% | 0.35% | 0.42% | Q4 2020 | Q3 2023 | 12 |
Daniels&Tansey,LLP | 12 | 12 | 0.08% | 0.12% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Pacifica Partners Inc. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 12 |
Lucia Wealth Services, LLC | 12 | 12 | 2.63% | 3.51% | 4.49% | Q4 2017 | Q3 2020 | 12 |
CCLA Investment Management | 7 | 5 | 0.03% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 12 |
Wealth Quarterback LLC | 6 | 1 | 0.16% | 0.57% | 0.98% | Q1 1987 | Q3 2023 | 12 |
Concord Wealth Partners | 12 | 12 | 0.00% | 0.12% | 0.27% | Q4 2020 | Q3 2023 | 12 |
AIA Group Ltd | 12 | 12 | 0.80% | 1.25% | 1.59% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.06% | 0.08% | 0.11% | Q4 2018 | Q3 2021 | 12 |
Patten Group, Inc. | 12 | 12 | 0.03% | 0.04% | 0.05% | Q2 2015 | Q1 2018 | 12 |
Robertson Stephens Wealth Management, LLC | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
USA FINANCIAL FORMULAS | 10 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 12 |
Point72 Middle East FZE | 4 | 4 | 0.00% | 0.11% | 0.73% | Q4 2022 | Q3 2023 | 12 |
Successful Portfolios LLC | 11 | 1 | 0.14% | 0.16% | 0.21% | Q4 2019 | Q3 2023 | 12 |
HOLLAND CAPITAL MANAGEMENT LLC | 8 | 1 | 0.84% | 1.19% | 1.63% | Q2 2013 | Q2 2017 | 12 |
Apollon Wealth Management, LLC | 11 | 1 | 0.09% | 0.14% | 0.19% | Q2 2020 | Q3 2023 | 12 |
Financial Engines Advisors L.L.C. | 9 | 3 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 12 |
SMITH HAYES Advisers, Inc | 12 | 12 | 0.64% | 0.83% | 1.30% | Q2 2013 | Q1 2016 | 12 |
Prana Capital Management, LP | 10 | 2 | 0.57% | 2.62% | 4.46% | Q3 2019 | Q2 2023 | 12 |
Vest Financial, LLC | 12 | 12 | 1.14% | 1.52% | 1.76% | Q4 2020 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.11% | 0.23% | 0.30% | Q2 2013 | Q1 2016 | 12 |
Lee Financial Co | 8 | 1 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q3 2023 | 12 |
Teza Capital Management LLC | 7 | 1 | 0.02% | 0.26% | 0.45% | Q2 2018 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.06% | 0.10% | 0.12% | Q4 2020 | Q3 2023 | 12 |
OmniStar Financial Group, Inc. | 8 | 4 | 0.24% | 0.79% | 1.24% | Q4 2018 | Q3 2023 | 12 |
Krilogy Financial LLC | 11 | 1 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q3 2018 | 12 |
Summit Trail Advisors, LLC | 8 | 1 | 0.02% | 0.04% | 0.12% | Q4 2017 | Q3 2023 | 12 |
RITHOLTZ WEALTH MANAGEMENT | 12 | 12 | 0.02% | 0.09% | 0.23% | Q4 2020 | Q3 2023 | 12 |
MEMBERS CAPITAL ADVISORS INC | 8 | 1 | 1.10% | 1.42% | 1.76% | Q4 2019 | Q3 2023 | 12 |
Highland Private Wealth Management | 8 | 1 | 0.04% | 0.05% | 0.08% | Q4 2017 | Q3 2022 | 12 |
Landsberg, Bennett, & Dubbaneh LLC | 12 | 12 | 0.06% | 0.13% | 0.78% | Q4 2018 | Q3 2021 | 12 |
Eudaimonia Partners, LLC | 8 | 4 | 0.20% | 0.31% | 0.71% | Q4 2019 | Q4 2022 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.06% | 0.08% | 0.13% | Q4 2016 | Q3 2019 | 12 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 12 | 12 | 0.00% | 0.03% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.05% | 0.06% | 0.10% | Q4 2016 | Q3 2019 | 12 |
Laird Norton Wetherby Trust Company, LLC | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.04% | 0.06% | 0.10% | Q4 2016 | Q3 2019 | 12 |
ACT WEALTH MANAGEMENT, LLC | 12 | 12 | 0.14% | 0.15% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.14% | 0.18% | 0.22% | Q4 2020 | Q3 2023 | 12 |
First Western Capital Management Co | 12 | 12 | 0.59% | 0.73% | 0.85% | Q4 2013 | Q3 2016 | 12 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 12 | 12 | 0.77% | 0.94% | 1.21% | Q4 2020 | Q3 2023 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.04% | 0.06% | 0.10% | Q4 2016 | Q3 2019 | 12 |
Pasadena Private Wealth, LLC | 12 | 12 | 0.34% | 0.48% | 1.07% | Q1 2019 | Q4 2021 | 12 |
PFG Advisors | 11 | 1 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 12 |
Stokes Family Office, LLC | 12 | 12 | 0.07% | 0.12% | 0.15% | Q4 2020 | Q3 2023 | 12 |
WCM INVESTMENT MANAGEMENT, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2013 | Q3 2015 | 11 |
CRAMER ROSENTHAL MCGLYNN LLC | 11 | 11 | 0.02% | 0.18% | 0.61% | Q2 2013 | Q4 2015 | 11 |
Soltis Investment Advisors LLC | 11 | 11 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
AMI INVESTMENT MANAGEMENT INC | 11 | 11 | 0.09% | 0.11% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Euclid Advisors LLC | 6 | 5 | 0.07% | 0.13% | 0.29% | Q3 2013 | Q2 2016 | 11 |
ATHERTON LANE ADVISERS, LLC | 11 | 11 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2015 | 11 |
HARVEST VOLATILITY MANAGEMENT LLC | 11 | 11 | 0.00% | 0.46% | 0.87% | Q4 2020 | Q2 2023 | 11 |
Douglas C. Lane & Associates, Inc. | 11 | 11 | 0.08% | 0.18% | 0.32% | Q2 2013 | Q4 2015 | 11 |
Cipher Capital LP | 7 | 1 | 0.02% | 0.35% | 1.45% | Q3 2013 | Q1 2021 | 11 |
Eukles Asset Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Sompo Asset Management Co., Ltd. | 6 | 2 | 0.05% | 0.36% | 1.15% | Q4 2016 | Q3 2023 | 11 |
NorthCoast Asset Management LLC | 7 | 1 | 0.02% | 0.11% | 0.38% | Q2 2015 | Q3 2021 | 11 |
PFG Private Wealth Management, LLC | 11 | 11 | 0.12% | 0.16% | 0.20% | Q1 2021 | Q3 2023 | 11 |
PARADIGM ASSET MANAGEMENT CO LLC | 4 | 2 | 0.03% | 0.12% | 0.37% | Q3 2016 | Q3 2023 | 11 |
Lenox Wealth Management, Inc. | 6 | 5 | 0.01% | 0.03% | 0.07% | Q4 2016 | Q2 2020 | 11 |
FIDGEON TIMOTHY F | 11 | 11 | 3.13% | 3.45% | 3.92% | Q1 2013 | Q3 2015 | 11 |
Minot Wealth Management LLC | 11 | 11 | 0.13% | 0.22% | 0.45% | Q4 2019 | Q2 2022 | 11 |
Jackson Creek Investment Advisors LLC | 11 | 11 | 0.19% | 0.37% | 0.50% | Q1 2021 | Q3 2023 | 11 |
Stonehearth Capital Management, LLC | 7 | 1 | 0.13% | 0.15% | 0.16% | Q4 2014 | Q4 2023 | 11 |
Clarkston Capital Partners, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Reliant Investment Management, LLC | 8 | 3 | 0.10% | 0.16% | 0.26% | Q3 2018 | Q3 2023 | 11 |
Transform Wealth, LLC | 11 | 11 | 0.04% | 0.25% | 1.12% | Q2 2016 | Q4 2018 | 11 |
Seven Springs Wealth Group, LLC | 11 | 11 | 0.01% | 0.18% | 0.45% | Q4 2019 | Q2 2022 | 11 |
HBK INVESTMENTS L P | 8 | 1 | 0.00% | 0.22% | 0.62% | Q2 2015 | Q4 2020 | 11 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 3 | 2 | 0.15% | 0.34% | 0.78% | Q4 2015 | Q1 2023 | 11 |
Jump Financial, LLC | 8 | 1 | 0.02% | 0.11% | 0.30% | Q3 2020 | Q3 2023 | 11 |
Allegheny Financial Group LTD | 11 | 11 | 0.15% | 0.17% | 0.20% | Q1 2021 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.27% | 0.38% | 0.47% | Q1 2021 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.05% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 11 |
THOMPSON DAVIS & CO., INC. | 11 | 11 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q2 2016 | 11 |
Summit Asset Management, LLC | 11 | 11 | 0.07% | 0.07% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Americana Partners, LLC | 9 | 2 | 0.13% | 0.63% | 0.97% | Q4 2019 | Q3 2023 | 11 |
Clear Harbor Asset Management, LLC | 7 | 1 | 0.00% | 0.04% | 0.06% | Q1 2016 | Q3 2020 | 11 |
West Coast Financial LLC | 11 | 11 | 1.07% | 1.44% | 2.02% | Q2 2013 | Q4 2015 | 11 |
44 WEALTH MANAGEMENT LLC | 11 | 11 | 0.12% | 0.14% | 0.30% | Q4 2020 | Q2 2023 | 11 |
Coastal Bridge Advisors, LLC | 11 | 11 | 0.05% | 0.08% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Stokes Capital Advisors, LLC | 10 | 1 | 0.19% | 0.29% | 1.13% | Q4 2017 | Q3 2023 | 11 |
Perennial Advisors, LLC | 8 | 1 | 0.01% | 0.09% | 0.15% | Q2 2017 | Q3 2023 | 11 |
Taylor Wealth Management Partners | 11 | 11 | 0.02% | 0.05% | 0.07% | Q2 2015 | Q4 2017 | 11 |
Avondale Wealth Management | 11 | 11 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q2 2020 | 11 |
Pathway Financial Advisors LLC | 8 | 3 | 0.07% | 0.08% | 0.09% | Q4 2017 | Q3 2023 | 11 |
Progressive Investment Management Corp | 11 | 11 | 0.08% | 0.10% | 0.13% | Q1 2021 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.06% | 0.36% | 0.56% | Q1 2021 | Q3 2023 | 11 |
COERENTE CAPITAL MANAGEMENT | 11 | 11 | 5.20% | 5.68% | 6.29% | Q1 2021 | Q3 2023 | 11 |
CreativeOne Wealth, LLC | 11 | 11 | 0.02% | 0.05% | 0.11% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.10% | 0.27% | Q1 2021 | Q3 2023 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 0.12% | 0.19% | 0.31% | Q2 2013 | Q4 2015 | 11 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 10 | 1 | 0.02% | 0.04% | 0.06% | Q1 2014 | Q3 2023 | 11 |
Pflug Koory, LLC | 11 | 11 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Braun-Bostich & Associates Inc. | 7 | 4 | 0.01% | 0.06% | 0.10% | Q4 2017 | Q3 2020 | 11 |
BlueSpruce Investments, LP | 11 | 11 | 2.64% | 6.38% | 9.60% | Q3 2019 | Q1 2022 | 11 |
Dundas Partners LLP | 11 | 11 | 1.71% | 2.42% | 2.81% | Q1 2021 | Q3 2023 | 11 |
WT Wealth Management | 10 | 1 | 0.32% | 0.59% | 0.72% | Q2 2020 | Q2 2023 | 11 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 11 | 11 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Beacon Pointe Advisors, LLC | 11 | 11 | 0.03% | 0.27% | 0.45% | Q1 2021 | Q3 2023 | 11 |
TD Securities (USA) LLC | 9 | 2 | 0.08% | 0.19% | 0.23% | Q2 2013 | Q1 2016 | 11 |
Madrona Financial Services, LLC | 11 | 11 | 0.11% | 0.13% | 0.16% | Q1 2021 | Q3 2023 | 11 |
Ziegler Capital Management, LLC | 5 | 1 | 0.01% | 0.17% | 0.37% | Q2 2013 | Q3 2023 | 11 |
Ausdal Financial Partners, Inc. | 5 | 1 | 0.01% | 0.04% | 0.08% | Q4 2015 | Q3 2023 | 11 |
MCDONALD PARTNERS LLC | 7 | 4 | 0.28% | 0.33% | 0.36% | Q4 2020 | Q3 2023 | 11 |
Versor Investments LP | 8 | 1 | 0.04% | 0.10% | 0.30% | Q4 2018 | Q3 2023 | 11 |
Abacus Wealth Partners, LLC | 11 | 11 | 0.07% | 0.11% | 0.19% | Q4 2020 | Q2 2023 | 11 |
D'Orazio & Associates, Inc. | 11 | 11 | 0.03% | 0.08% | 0.15% | Q1 2021 | Q3 2023 | 11 |
Caldera Capital, LLC | 8 | 1 | 1.45% | 8.18% | 16.48% | Q4 2016 | Q1 2020 | 11 |
Ally Financial Inc. | 5 | 2 | 0.09% | 0.24% | 0.41% | Q2 2014 | Q4 2020 | 11 |
Zions Bancorporation | 9 | 1 | 0.00% | 0.03% | 0.13% | Q1 2015 | Q3 2018 | 11 |
Beacon Capital Management, Inc. | 11 | 11 | 0.00% | 0.02% | 0.07% | Q4 2013 | Q2 2016 | 11 |
PDT Partners, LLC | 5 | 1 | 0.04% | 0.26% | 0.47% | Q2 2013 | Q4 2022 | 11 |
PATRON PARTNERS, LLC | 11 | 11 | 0.24% | 0.42% | 0.55% | Q1 2021 | Q3 2023 | 11 |
CVA Family Office, LLC | 7 | 2 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q2 2023 | 11 |
J.P. Marvel Investment Advisors, LLC | 9 | 2 | 0.18% | 0.19% | 0.21% | Q2 2013 | Q1 2016 | 11 |
One Charles Private Wealth Services, LLC | 10 | 1 | 0.16% | 0.30% | 0.35% | Q2 2020 | Q3 2023 | 11 |
Osher Van de Voorde Investment Management | 11 | 11 | 2.48% | 2.95% | 3.66% | Q2 2013 | Q4 2015 | 11 |
Werlinich Asset Management, LLC | 11 | 11 | 2.01% | 2.29% | 2.77% | Q1 2021 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.05% | 0.06% | 0.07% | Q4 2017 | Q2 2020 | 11 |
State of Wyoming | 11 | 11 | 0.00% | 0.04% | 0.13% | Q1 2021 | Q3 2023 | 11 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 6 | 2 | 0.04% | 0.07% | 0.16% | Q4 2016 | Q3 2023 | 11 |
Exchange Capital Management, Inc. | 6 | 5 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2018 | 11 |
Grant/GrossMendelsohn, LLC | 9 | 2 | 0.32% | 0.50% | 0.81% | Q4 2020 | Q3 2023 | 11 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 0.14% | 0.27% | 0.41% | Q2 2020 | Q4 2022 | 11 |
Greenwich Wealth Management LLC | 9 | 1 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q3 2023 | 11 |
CAPITAL INTERNATIONAL LTD /CA/ | 11 | 11 | 0.06% | 0.16% | 0.21% | Q3 2013 | Q1 2016 | 11 |
Allen Investment Management, LLC | 11 | 11 | 0.02% | 0.04% | 0.08% | Q2 2016 | Q4 2018 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.24% | 0.31% | 0.37% | Q4 2018 | Q2 2021 | 11 |
NORTHSTAR ASSET MANAGEMENT INC | 11 | 11 | 3.36% | 4.04% | 4.79% | Q1 2021 | Q3 2023 | 11 |
Capital Wealth Planning, LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q2 2023 | 10 |
Insight Folios Inc | 10 | 10 | 0.14% | 0.16% | 0.18% | Q2 2021 | Q3 2023 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q2 2022 | 10 |
LAKE STREET FINANCIAL LLC | 8 | 2 | 0.09% | 0.11% | 0.14% | Q2 2019 | Q3 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.06% | 0.19% | 0.25% | Q2 2021 | Q3 2023 | 10 |
Olstein Capital Management, L.P. | 10 | 10 | 0.46% | 0.62% | 0.84% | Q1 2020 | Q2 2022 | 10 |
Trust Asset Management LLC | 10 | 10 | 0.06% | 0.11% | 0.14% | Q3 2020 | Q4 2022 | 10 |
Wealth Architects, LLC | 10 | 10 | 0.10% | 0.12% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Spark Investment Management LLC | 9 | 1 | 0.19% | 0.40% | 1.14% | Q3 2018 | Q2 2021 | 10 |
Burns Matteson Capital Management, LLC | 10 | 10 | 0.22% | 0.43% | 0.55% | Q1 2021 | Q2 2023 | 10 |
Eagle Bay Advisors LLC | 10 | 10 | 0.22% | 0.29% | 0.39% | Q2 2021 | Q3 2023 | 10 |
Saratoga Research & Investment Management | 6 | 4 | 0.98% | 1.66% | 3.99% | Q3 2013 | Q1 2016 | 10 |
HRT FINANCIAL LP | 4 | 1 | 0.00% | 0.12% | 0.30% | Q2 2018 | Q3 2023 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.09% | 0.12% | 0.15% | Q2 2010 | Q3 2023 | 10 |
Virtus ETF Advisers LLC | 6 | 4 | 0.00% | 0.23% | 0.47% | Q2 2019 | Q3 2023 | 10 |
Dynamic Capital Management Ltd | 3 | 1 | 0.08% | 0.21% | 0.53% | Q3 2013 | Q4 2017 | 10 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 7 | 3 | 0.00% | 0.07% | 0.26% | Q2 2013 | Q4 2019 | 10 |
Taylor, Cottrill LLC | 8 | 2 | 1.12% | 1.25% | 1.38% | Q2 2013 | Q4 2015 | 10 |
ARGENT TRUST Co | 10 | 10 | 0.11% | 0.14% | 0.18% | Q4 2015 | Q1 2018 | 10 |
Paragon Capital Management Ltd | 9 | 1 | 0.04% | 0.08% | 0.18% | Q3 2018 | Q1 2023 | 10 |
Trust CO of the Ozarks | 10 | 10 | 0.08% | 0.10% | 0.12% | Q2 2013 | Q3 2015 | 10 |
Sonora Investment Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2021 | 10 |
Quadrature Capital Ltd | 3 | 1 | 0.07% | 0.40% | 1.00% | Q4 2017 | Q2 2023 | 10 |
First Affirmative Financial Network | 10 | 10 | 0.38% | 0.46% | 0.56% | Q3 2021 | Q4 2023 | 10 |
LaFleur & Godfrey LLC | 10 | 10 | 0.65% | 0.79% | 0.93% | Q2 2021 | Q3 2023 | 10 |
Armbruster Capital Management, Inc. | 10 | 10 | 0.07% | 0.08% | 0.11% | Q4 2015 | Q1 2018 | 10 |
Kovitz Investment Group Partners, LLC | 7 | 3 | 0.01% | 0.05% | 0.13% | Q1 2021 | Q3 2023 | 10 |
Index Management Solutions, LLC | 10 | 10 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2015 | 10 |
Amundi | 10 | 10 | 0.26% | 0.34% | 0.43% | Q2 2021 | Q3 2023 | 10 |
Bank of New Hampshire | 10 | 10 | 0.78% | 0.88% | 0.98% | Q2 2021 | Q3 2023 | 10 |
Marshall Wace North America L.P. | 4 | 2 | 0.01% | 0.11% | 0.50% | Q3 2017 | Q1 2021 | 10 |
Empowered Funds, LLC | 10 | 10 | 0.03% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Border to Coast Pensions Partnership Ltd | 10 | 10 | 0.55% | 0.68% | 0.77% | Q2 2021 | Q3 2023 | 10 |
Hefty Wealth Partners | 10 | 10 | 0.01% | 0.04% | 0.06% | Q4 2015 | Q1 2018 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Hilton Capital Management, LLC | 6 | 1 | 0.01% | 0.03% | 0.14% | Q1 2017 | Q3 2023 | 10 |
BALASA DINVERNO & FOLTZ LLC | 9 | 1 | 0.02% | 0.04% | 0.05% | Q3 2018 | Q3 2022 | 10 |
Phoenix Holdings Ltd. | 7 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 10 |
CARL DOMINO INC | 7 | 3 | 0.11% | 0.19% | 0.27% | Q3 2014 | Q3 2017 | 10 |
First Capital Advisors Group, LLC. | 9 | 1 | 0.04% | 0.28% | 0.52% | Q4 2016 | Q2 2023 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2015 | 10 |
THOMASPARTNERS, INC. | 10 | 10 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2015 | 10 |
Souders Financial Advisors | 10 | 10 | 0.13% | 0.19% | 0.24% | Q2 2021 | Q3 2023 | 10 |
Lunia Capital LP | 9 | 1 | 2.83% | 3.82% | 4.71% | Q4 2017 | Q4 2020 | 10 |
ARGENT TRUST COMPANY, N.A. | 10 | 10 | 0.10% | 0.12% | 0.14% | Q2 2013 | Q3 2015 | 10 |
Financial Advisory Group | 10 | 10 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Sanchez Wealth Management Group | 10 | 10 | 0.11% | 0.12% | 0.15% | Q2 2021 | Q3 2023 | 10 |
CCM INVESTMENT ADVISERS LLC | 10 | 10 | 1.35% | 1.54% | 1.88% | Q3 2019 | Q4 2021 | 10 |
AXS Investments LLC | 8 | 2 | 0.88% | 1.37% | 1.90% | Q1 2021 | Q3 2023 | 10 |
FIRST CITIZENS BANK & TRUST CO | 8 | 2 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 10 |
GOULD ASSET MANAGEMENT LLC /CA/ | 9 | 1 | 0.06% | 0.07% | 0.10% | Q1 2021 | Q3 2023 | 10 |
HFR Wealth Management, LLC | 10 | 10 | 2.86% | 3.10% | 3.52% | Q2 2021 | Q3 2023 | 10 |
TLP GROUP LLC | 7 | 1 | 0.00% | 0.13% | 0.38% | Q4 2015 | Q3 2018 | 10 |
Delos Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
ANCHOR CAPITAL ADVISORS LLC | 6 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2022 | 10 |
Pinnacle Summer Investments, Inc. | 8 | 2 | 0.00% | 0.04% | 0.07% | Q2 2013 | Q4 2015 | 10 |
Virtus Investment Advisers, Inc. | 6 | 1 | 0.05% | 0.10% | 0.15% | Q3 2016 | Q3 2023 | 10 |
CABOT WEALTH MANAGEMENT INC | 9 | 1 | 0.03% | 0.05% | 0.06% | Q4 2019 | Q4 2022 | 10 |
PrairieView Partners, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Huber Financial Advisors, LLC | 10 | 10 | 0.11% | 0.28% | 0.49% | Q4 2017 | Q1 2020 | 10 |
Front Row Advisors LLC | 10 | 10 | 0.01% | 0.01% | 0.03% | Q1 2018 | Q2 2020 | 10 |
CHILTON CAPITAL MANAGEMENT LLC | 10 | 10 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Pinnacle Wealth Management Group, Inc. | 10 | 10 | 0.41% | 0.53% | 0.62% | Q2 2021 | Q3 2023 | 10 |
TRH Financial, LLC | 9 | 1 | 1.26% | 2.05% | 2.94% | Q4 2019 | Q2 2022 | 10 |
Keeler Thomas Management LLC | 10 | 10 | 0.17% | 1.18% | 2.28% | Q3 2020 | Q4 2022 | 10 |
KR CAPITAL ADVISORS INC | 10 | 10 | 0.99% | 1.57% | 1.93% | Q2 2013 | Q3 2015 | 10 |
Adams Chetwood Wealth Management LLC | 10 | 10 | 0.27% | 0.33% | 0.41% | Q4 2019 | Q1 2022 | 10 |
MID CONTINENT CAPITAL LLC/IL | 10 | 10 | 0.03% | 0.03% | 0.05% | Q2 2013 | Q3 2015 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 10 |
Elmwood Wealth Management, Inc. | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2020 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.08% | 0.16% | 0.21% | Q1 2021 | Q2 2023 | 10 |
Newton One Investments LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
SIGNET FINANCIAL MANAGEMENT, LLC | 6 | 1 | 0.02% | 0.10% | 0.16% | Q1 2018 | Q3 2023 | 10 |
E Fund Management Co., Ltd. | 9 | 1 | 0.06% | 0.11% | 0.18% | Q1 2021 | Q3 2023 | 10 |
Mount Yale Investment Advisors, LLC | 4 | 3 | 0.01% | 0.08% | 0.20% | Q1 2018 | Q3 2023 | 10 |
Unigestion Holding SA | 8 | 2 | 0.01% | 0.05% | 0.09% | Q1 2021 | Q3 2023 | 10 |
Insight Wealth Strategies, LLC | 10 | 10 | 0.07% | 0.23% | 0.45% | Q4 2018 | Q1 2021 | 10 |
HHM Wealth Advisors, LLC | 10 | 10 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q2 2022 | 10 |
VisionPoint Advisory Group, LLC | 8 | 2 | 0.01% | 0.46% | 1.16% | Q1 2020 | Q3 2023 | 10 |
Financial & Tax Architects, LLC | 8 | 2 | 0.12% | 1.35% | 1.76% | Q1 2021 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q1 2023 | 10 |
USCA RIA LLC | 9 | 1 | 0.03% | 0.05% | 0.17% | Q4 2016 | Q1 2020 | 10 |
Evolution Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2021 | 10 |
CRA Financial Services, LLC | 10 | 10 | 0.09% | 0.11% | 0.13% | Q2 2021 | Q3 2023 | 10 |
Pendal Group Ltd | 3 | 1 | 0.00% | 0.02% | 0.11% | Q4 2017 | Q3 2022 | 9 |
Vantage Consulting Group Inc | 8 | 1 | 0.01% | 0.11% | 0.14% | Q4 2020 | Q3 2023 | 9 |
Cheviot Value Management, LLC | 9 | 9 | 0.07% | 0.12% | 0.15% | Q4 2018 | Q4 2020 | 9 |
Ferris Capital, LLC | 5 | 1 | 0.04% | 0.05% | 0.06% | Q2 2017 | Q1 2022 | 9 |
SMITH ASSET MANAGEMENT GROUP LP | 8 | 1 | 0.01% | 1.13% | 1.60% | Q4 2015 | Q1 2020 | 9 |
Hillsdale Investment Management Inc. | 6 | 3 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q1 2023 | 9 |
Semper Trust Co. | 9 | 9 | 0.09% | 0.11% | 0.12% | Q2 2013 | Q2 2015 | 9 |
Telemetry Investments, L.L.C. | 9 | 9 | 0.09% | 0.19% | 0.70% | Q3 2017 | Q3 2019 | 9 |
UBS OCONNOR LLC | 6 | 1 | 0.01% | 0.41% | 0.80% | Q3 2013 | Q3 2020 | 9 |
Salient Capital Advisors, LLC | 6 | 3 | 0.03% | 0.09% | 0.12% | Q4 2013 | Q2 2017 | 9 |
Baillie Gifford | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2015 | 9 |
Paulson Wealth Management Inc. | 8 | 1 | 0.06% | 0.11% | 0.14% | Q4 2017 | Q3 2023 | 9 |
Destiny Wealth Partners, LLC | 9 | 9 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q4 2022 | 9 |
Monte Financial Group, LLC | 6 | 3 | 0.18% | 1.14% | 1.91% | Q1 2021 | Q3 2023 | 9 |
Signet Investment Advisory Group, Inc. | 5 | 1 | 0.15% | 0.27% | 0.36% | Q4 2018 | Q2 2022 | 9 |
Bryn Mawr Capital Management, LLC | 9 | 9 | 0.04% | 0.19% | 0.46% | Q3 2021 | Q3 2023 | 9 |
Silicon Hills Wealth Management, LLC | 5 | 4 | 0.13% | 0.33% | 0.61% | Q4 2019 | Q2 2023 | 9 |
Summit Financial, LLC | 9 | 9 | 0.08% | 0.14% | 0.19% | Q3 2021 | Q3 2023 | 9 |
Prime Capital Investment Advisors, LLC | 5 | 4 | 0.00% | 0.06% | 0.16% | Q3 2019 | Q3 2023 | 9 |
WESPAC Advisors, LLC | 6 | 1 | 0.17% | 1.10% | 1.62% | Q1 2016 | Q3 2023 | 9 |
Rosenbaum Jay D. | 8 | 1 | 0.08% | 0.80% | 1.05% | Q4 2014 | Q2 2019 | 9 |
Integrated Wealth Management | 9 | 9 | 0.39% | 0.45% | 0.49% | Q1 2015 | Q1 2017 | 9 |
Holocene Advisors, LP | 4 | 1 | 0.01% | 0.26% | 1.17% | Q1 2018 | Q2 2023 | 9 |
National Mutual Insurance Federation of Agricultural Cooperatives | 9 | 9 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q2 2015 | 9 |
RONALD BLUE & CO LLC | 5 | 1 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q2 2017 | 9 |
Capital Financial Services, LLC | 9 | 9 | 0.39% | 0.44% | 0.54% | Q4 2020 | Q4 2022 | 9 |
TD Capital Management LLC | 7 | 2 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q1 2023 | 9 |
BOK Financial Private Wealth, Inc. | 9 | 9 | 0.02% | 0.06% | 0.10% | Q3 2021 | Q3 2023 | 9 |
COWEN AND COMPANY, LLC | 5 | 5 | 0.00% | 0.05% | 0.11% | Q4 2021 | Q4 2022 | 9 |
Perkins Coie Trust Co | 8 | 1 | 0.00% | 0.02% | 0.14% | Q2 2019 | Q3 2023 | 9 |
ACADIA TRUST NA | 7 | 1 | 0.15% | 0.16% | 0.16% | Q1 2014 | Q3 2016 | 9 |
S&T BANK/PA | 9 | 9 | 0.06% | 0.10% | 0.13% | Q4 2020 | Q4 2022 | 9 |
Hexavest Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 9 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
ASPIRIANT, LLC | 8 | 1 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 9 |
SG3 Management, LLC | 5 | 1 | 0.01% | 0.19% | 0.55% | Q2 2019 | Q4 2022 | 9 |
Airain ltd | 3 | 1 | 0.03% | 0.23% | 0.77% | Q3 2013 | Q2 2017 | 9 |
ELEFANTE MICHAEL B | 9 | 9 | 2.35% | 2.57% | 2.80% | Q4 2012 | Q4 2014 | 9 |
Allied Investment Advisors, LLC | 8 | 1 | 0.07% | 0.09% | 0.14% | Q2 2019 | Q1 2023 | 9 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 1 | 0.13% | 0.44% | 0.88% | Q4 2015 | Q3 2022 | 9 |
Bard Financial Services, Inc. | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
CORNERSTONE ADVISORS INC | 6 | 1 | 0.15% | 0.27% | 0.48% | Q2 2013 | Q1 2019 | 9 |
Sage Mountain Advisors LLC | 9 | 9 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Wilkinson Global Asset Management LLC | 8 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 9 |
FNY Investment Advisers, LLC | 6 | 1 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q2 2023 | 9 |
WealthShield Partners, LLC | 4 | 1 | 0.02% | 0.13% | 0.30% | Q1 2019 | Q4 2022 | 9 |
FORA Capital, LLC | 5 | 1 | 0.03% | 0.28% | 0.69% | Q4 2019 | Q2 2023 | 9 |
Agate Pass Investment Management, LLC | 9 | 9 | 1.47% | 1.66% | 1.96% | Q4 2021 | Q4 2023 | 9 |
Avestar Capital, LLC | 7 | 1 | 0.02% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 9 |
CHILDRESS CAPITAL ADVISORS, LLC | 7 | 1 | 0.07% | 0.13% | 0.17% | Q4 2020 | Q3 2023 | 9 |
Retirement Group, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 9 |
HOHIMER WEALTH MANAGEMENT, LLC | 8 | 1 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 9 |
Farmers National Bank | 7 | 2 | 0.11% | 0.14% | 0.18% | Q4 2016 | Q2 2019 | 9 |
Perpetual Investment Management Ltd | 9 | 9 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q4 2022 | 9 |
Highmount Capital, LLC | 9 | 9 | 0.37% | 0.49% | 0.56% | Q2 2013 | Q2 2015 | 9 |
D. SCOTT NEAL, INC. | 8 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2018 | 9 |
B & T Capital Management DBA Alpha Capital Management | 8 | 1 | 0.06% | 1.30% | 1.83% | Q2 2015 | Q3 2023 | 9 |
Ameritas Investment Company, LLC | 4 | 2 | 0.02% | 0.04% | 0.17% | Q4 2018 | Q3 2021 | 9 |
COMERICA SECURITIES INC | 9 | 9 | 0.04% | 0.14% | 0.74% | Q4 2016 | Q4 2018 | 9 |
MIRABELLA FINANCIAL SERVICES LLP | 3 | 1 | 0.02% | 0.21% | 0.87% | Q4 2019 | Q2 2023 | 9 |
Pershing Square Capital Management | 9 | 9 | 2.98% | 11.99% | 18.81% | Q2 2017 | Q2 2019 | 9 |
Badgley Phelps Wealth Managers, LLC | 9 | 9 | 0.06% | 0.07% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Cerro Pacific Wealth Advisors LLC | 8 | 1 | 0.56% | 0.98% | 1.36% | Q4 2020 | Q1 2023 | 9 |
IFS Advisors, LLC | 9 | 9 | 0.15% | 0.39% | 0.81% | Q4 2021 | Q4 2023 | 9 |
Global Wealth Management Investment Advisory, Inc. | 9 | 9 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q4 2020 | 9 |
Meridian Wealth Management, LLC | 8 | 1 | 0.02% | 0.05% | 0.09% | Q2 2019 | Q3 2023 | 9 |
HERON FINANCIAL GROUP, LLC | 9 | 9 | 0.12% | 0.13% | 0.15% | Q2 2021 | Q2 2023 | 9 |
GENERATION INVESTMENT MANAGEMENT LLP | 9 | 9 | 1.55% | 3.36% | 5.17% | Q4 2017 | Q4 2019 | 9 |
McClarren Financial Advisors, Inc. | 5 | 4 | 0.06% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 9 |
OPUS INVESTMENT MANAGEMENT INC | 9 | 9 | 0.21% | 0.45% | 0.60% | Q3 2020 | Q3 2022 | 9 |
Woodline Partners LP | 9 | 9 | 0.12% | 0.41% | 0.66% | Q3 2021 | Q3 2023 | 9 |
Alera Investment Advisors, LLC | 7 | 2 | 0.02% | 0.08% | 0.11% | Q4 2018 | Q3 2023 | 9 |
Trek Financial, LLC | 9 | 9 | 0.04% | 0.10% | 0.19% | Q3 2021 | Q3 2023 | 9 |
Magellan Asset Management Ltd | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 9 |
IndexIQ Advisors LLC | 8 | 1 | 0.00% | 0.08% | 0.19% | Q4 2019 | Q1 2022 | 9 |
Willingdon Wealth Management | 9 | 9 | 0.01% | 0.06% | 0.13% | Q4 2017 | Q4 2019 | 9 |
Bredin Investment LLC | 9 | 9 | 0.81% | 1.06% | 1.24% | Q4 2017 | Q4 2019 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q4 2016 | 9 |
ISLAY CAPITAL MANAGEMENT, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2022 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 0.02% | 0.05% | 0.10% | Q4 2019 | Q3 2023 | 9 |
Disciplined Investments, LLC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2023 | 9 |
STONNINGTON GROUP, LLC | 9 | 9 | 0.39% | 0.74% | 1.22% | Q1 2021 | Q1 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.16% | 0.34% | 0.63% | Q2 2013 | Q2 2015 | 9 |
MUFG Securities EMEA plc | 8 | 1 | 0.00% | 0.21% | 0.49% | Q2 2018 | Q3 2020 | 9 |
Boit C F David | 5 | 4 | 3.01% | 3.32% | 3.91% | Q2 2021 | Q3 2023 | 9 |
IAM Advisory, LLC | 9 | 9 | 0.26% | 0.28% | 0.31% | Q3 2021 | Q3 2023 | 9 |
All Season Financial Advisors, Inc. | 8 | 8 | 1.39% | 1.88% | 2.49% | Q4 2021 | Q3 2023 | 8 |
GQG Partners LLC | 8 | 8 | 0.02% | 1.42% | 2.73% | Q4 2018 | Q3 2020 | 8 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.03% | 0.10% | Q4 2021 | Q4 2022 | 8 |
Cedar Wealth Management, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Veritas Investment Management (UK) Ltd | 8 | 8 | 3.36% | 3.67% | 4.00% | Q1 2020 | Q4 2021 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.08% | 0.11% | 0.13% | Q3 2021 | Q2 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.03% | 0.08% | 0.14% | Q4 2021 | Q3 2023 | 8 |
FORT PITT CAPITAL GROUP, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q1 2020 | 8 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2019 | 8 |
ICICI Prudential Asset Management Co Ltd | 8 | 8 | 0.03% | 0.07% | 0.12% | Q4 2021 | Q3 2023 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Wayfinding Financial, LLC | 8 | 8 | 0.46% | 0.52% | 0.64% | Q4 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Employers Holdings, Inc. | 8 | 8 | 0.25% | 0.47% | 0.56% | Q2 2019 | Q1 2021 | 8 |
JAMISON EATON & WOOD INC /NJ | 8 | 8 | 0.55% | 0.69% | 0.86% | Q2 2013 | Q1 2015 | 8 |
RIVERBRIDGE PARTNERS LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Tuttle Capital Management, LLC | 3 | 1 | 0.15% | 0.76% | 2.74% | Q3 2017 | Q1 2020 | 8 |
New Millennium Group LLC | 8 | 8 | 0.06% | 0.19% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Heritage Investment Group, Inc. | 8 | 8 | 0.13% | 0.24% | 0.37% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.17% | 0.25% | 0.33% | Q2 2013 | Q1 2015 | 8 |
Weiss Multi-Strategy Advisers LLC | 5 | 1 | 0.01% | 0.06% | 0.16% | Q2 2013 | Q1 2021 | 8 |
SKBA CAPITAL MANAGEMENT LLC | 4 | 2 | 0.02% | 0.55% | 0.93% | Q2 2013 | Q1 2016 | 8 |
Halpern Financial, Inc. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 8 |
ALLEGHANY CORP /DE | 8 | 8 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q1 2015 | 8 |
CSS LLC/IL | 5 | 1 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q2 2019 | 8 |
SPRING CAPITAL MANAGEMENT, LLC | 8 | 8 | 3.60% | 3.97% | 4.45% | Q4 2021 | Q3 2023 | 8 |
WEST CHESTER CAPITAL ADVISORS, INC | 7 | 1 | 0.06% | 0.46% | 0.66% | Q2 2013 | Q2 2015 | 8 |
CJM Wealth Advisers, Ltd. | 8 | 8 | 0.30% | 0.42% | 0.53% | Q4 2021 | Q3 2023 | 8 |
Twelve Points Wealth Management LLC | 8 | 8 | 0.36% | 0.47% | 0.60% | Q4 2021 | Q3 2023 | 8 |
Cowen Prime Services LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.04% | 0.15% | 0.23% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.04% | 0.10% | 0.17% | Q4 2021 | Q3 2023 | 8 |
IBERIABANK CORP | 6 | 2 | 0.02% | 0.05% | 0.10% | Q3 2017 | Q2 2020 | 8 |
MOODY NATIONAL BANK TRUST DIVISION | 6 | 2 | 0.00% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 8 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 8 | 8 | 0.03% | 0.11% | 0.16% | Q2 2013 | Q1 2015 | 8 |
Operose Advisors LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
CALTON & ASSOCIATES, INC. | 7 | 1 | 0.03% | 0.07% | 0.14% | Q4 2017 | Q2 2022 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.12% | 0.17% | 0.20% | Q4 2020 | Q3 2022 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.04% | 0.13% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2017 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Gary Goldberg Planning Services Inc | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q4 2014 | 8 |
Hofer & Associates. Inc | 8 | 8 | 0.35% | 0.40% | 0.43% | Q4 2021 | Q3 2023 | 8 |
First City Capital Management, Inc. | 8 | 8 | 0.05% | 0.06% | 0.07% | Q2 2014 | Q1 2016 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.32% | 0.43% | 0.64% | Q4 2021 | Q3 2023 | 8 |
Buttonwood Financial Advisors Inc. | 8 | 8 | 0.29% | 0.45% | 0.66% | Q4 2021 | Q3 2023 | 8 |
Bromfield Sneider Wealth Advisors | 8 | 8 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q4 2023 | 8 |
Hayek Kallen Investment Management | 8 | 8 | 0.22% | 0.25% | 0.28% | Q4 2021 | Q3 2023 | 8 |
UNIVEST FINANCIAL Corp | 4 | 4 | 0.74% | 1.45% | 1.95% | Q4 2018 | Q4 2020 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.08% | 0.10% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Ergoteles LLC | 7 | 1 | 0.02% | 0.15% | 0.83% | Q4 2020 | Q4 2022 | 8 |
Intersect Capital LLC | 7 | 1 | 0.06% | 0.07% | 0.14% | Q2 2020 | Q2 2022 | 8 |
Sound Financial Strategies Group, LLC | 4 | 1 | 0.27% | 0.72% | 1.59% | Q4 2019 | Q3 2023 | 8 |
Emerald Advisors, LLC | 8 | 8 | 0.10% | 0.13% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.03% | 0.07% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Zullo Investment Group, Inc. | 8 | 8 | 0.19% | 0.22% | 0.24% | Q4 2021 | Q3 2023 | 8 |
William Allan Corp | 8 | 8 | 3.59% | 3.98% | 4.52% | Q4 2021 | Q3 2023 | 8 |
FIDUCIARY SERVICES CORP/GA | 8 | 8 | 0.27% | 0.31% | 0.34% | Q2 2013 | Q1 2015 | 8 |
Maven Securities LTD | 4 | 1 | 0.01% | 0.02% | 0.07% | Q2 2020 | Q2 2023 | 8 |
Ground Swell Capital, LLC | 3 | 1 | 0.05% | 1.25% | 2.24% | Q3 2014 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.26% | 0.31% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Connectus Wealth, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Gryphon Financial Partners LLC | 4 | 1 | 0.02% | 0.05% | 0.07% | Q4 2017 | Q3 2023 | 8 |
TIVERTON ASSET MANAGEMENT LLC | 8 | 8 | 0.05% | 0.05% | 0.06% | Q4 2017 | Q3 2019 | 8 |
KRS Capital Management, LLC | 8 | 8 | 0.20% | 0.26% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Monument Capital Management | 5 | 1 | 0.00% | 0.24% | 0.72% | Q3 2018 | Q3 2023 | 8 |
ATTICUS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.07% | 0.17% | 0.32% | Q3 2017 | Q2 2023 | 8 |
Firestone Capital Management | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Summit Financial Wealth Advisors, LLC | 4 | 4 | 0.06% | 0.08% | 0.10% | Q4 2014 | Q3 2018 | 8 |
Covestor Ltd | 8 | 8 | 0.08% | 0.13% | 0.16% | Q4 2021 | Q3 2023 | 8 |
W ADVISORS, LLC | 8 | 8 | 0.18% | 0.20% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Artisan Partners Limited Partnership | 4 | 2 | 0.00% | 0.03% | 0.09% | Q3 2017 | Q1 2019 | 8 |
HoyleCohen, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Clarus Wealth Advisors | 5 | 1 | 0.05% | 0.13% | 0.18% | Q2 2018 | Q4 2022 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Banco de Sabadell, S.A | 5 | 3 | 0.10% | 0.19% | 0.44% | Q2 2018 | Q3 2020 | 8 |
OMERS ADMINISTRATION Corp | 4 | 4 | 0.01% | 0.07% | 0.12% | Q4 2014 | Q4 2019 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.22% | 0.26% | 0.31% | Q4 2021 | Q3 2023 | 8 |
KEMPER Corp | 8 | 8 | 0.45% | 0.76% | 0.93% | Q2 2013 | Q1 2015 | 8 |
KING INVESTMENT ADVISORS INC/TX | 8 | 8 | 0.22% | 0.26% | 0.29% | Q2 2013 | Q1 2015 | 8 |
West Family Investments, Inc. | 4 | 2 | 0.08% | 0.12% | 0.15% | Q2 2021 | Q3 2023 | 8 |
Capital Advantage, Inc. | 7 | 1 | 0.16% | 0.19% | 0.25% | Q1 2019 | Q1 2021 | 8 |
Mill Capital Management, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
SADOFF INVESTMENT MANAGEMENT LLC | 4 | 1 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q2 2020 | 8 |
GHE, LLC | 8 | 8 | 2.50% | 3.04% | 4.01% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Empirical Asset Management, LLC | 8 | 8 | 0.75% | 1.13% | 1.44% | Q4 2021 | Q3 2023 | 8 |
Paragon Private Wealth Management, LLC | 8 | 8 | 1.14% | 1.37% | 1.75% | Q4 2021 | Q3 2023 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.25% | 0.70% | 0.90% | Q4 2021 | Q3 2023 | 8 |
Elite Wealth Management, Inc. | 5 | 1 | 0.03% | 0.14% | 0.64% | Q3 2013 | Q2 2020 | 8 |
Hutchens & Kramer Investment Management Group, LLC | 8 | 8 | 0.74% | 1.22% | 1.72% | Q4 2021 | Q3 2023 | 8 |
Vise Technologies, Inc. | 8 | 8 | 0.07% | 0.13% | 0.19% | Q4 2021 | Q3 2023 | 8 |
JCIC Asset Management Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
TILIA FIDUCIARY PARTNERS, INC. | 8 | 8 | 0.24% | 0.85% | 1.22% | Q4 2021 | Q3 2023 | 8 |
One River Asset Management, LLC | 3 | 3 | 0.01% | 0.16% | 0.26% | Q1 2023 | Q3 2023 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.22% | 0.23% | 0.24% | Q2 2013 | Q1 2015 | 8 |
Smith Anglin Financial, LLC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Bill Few Associates, Inc. | 8 | 8 | 1.52% | 1.91% | 2.33% | Q4 2021 | Q3 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.18% | 0.24% | 0.31% | Q4 2021 | Q3 2023 | 8 |
AT Bancorp | 8 | 8 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q1 2019 | 8 |
Burleson & Company, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
F3Logic, LLC | 5 | 1 | 0.05% | 0.34% | 0.67% | Q4 2018 | Q1 2022 | 8 |
Security Financial Services, INC. | 8 | 8 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.18% | 0.20% | 0.20% | Q4 2014 | Q3 2016 | 8 |
CapWealth Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2016 | 8 |
CLOVERFIELDS CAPITAL GROUP, LP | 5 | 3 | 0.59% | 1.22% | 2.32% | Q4 2020 | Q3 2023 | 8 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.02% | 0.19% | 0.69% | Q3 2019 | Q3 2023 | 8 |
Hexagon Capital Partners LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.12% | 0.23% | 0.34% | Q4 2021 | Q3 2023 | 8 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.50% | 0.70% | 0.96% | Q4 2021 | Q3 2023 | 8 |
Castleview Partners, LLC | 4 | 1 | 0.01% | 0.15% | 0.64% | Q2 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.10% | 0.13% | 0.17% | Q4 2021 | Q3 2023 | 8 |
AVAII WEALTH MANAGEMENT, LLC | 8 | 8 | 0.18% | 0.23% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Key Client Fiduciary Advisors, LLC | 8 | 8 | 0.60% | 1.36% | 2.32% | Q4 2021 | Q3 2023 | 8 |
Cassady Schiller Wealth Management, LLC | 8 | 8 | 0.14% | 0.67% | 0.91% | Q4 2021 | Q3 2023 | 8 |
OCCUDO QUANTITATIVE STRATEGIES LP | 8 | 8 | 0.14% | 0.34% | 0.81% | Q3 2021 | Q2 2023 | 8 |
Endowment Wealth Management, Inc. | 8 | 8 | 0.23% | 0.27% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Stiles Financial Services Inc | 8 | 8 | 0.39% | 0.44% | 0.49% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Kolinsky Wealth Management, LLC | 8 | 8 | 0.21% | 0.26% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Mystic Asset Management, Inc. | 8 | 8 | 0.98% | 1.09% | 1.24% | Q4 2021 | Q3 2023 | 8 |
DUALITY ADVISERS, LP | 2 | 1 | 0.06% | 0.19% | 0.51% | Q4 2018 | Q1 2023 | 8 |
Phoenix Wealth Advisors | 8 | 8 | 0.14% | 0.19% | 0.24% | Q4 2020 | Q3 2022 | 8 |
MONECO Advisors, LLC | 8 | 8 | 0.08% | 0.11% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.01% | 0.11% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Mechanics Financial Corp | 8 | 8 | 0.12% | 0.13% | 0.15% | Q4 2021 | Q3 2023 | 8 |
CKW FINANCIAL GROUP | 4 | 2 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2018 | 8 |
PSI Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 8 |
Royal Capital Wealth Management, LLC | 8 | 8 | 1.32% | 1.54% | 1.76% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.06% | 0.15% | 0.45% | Q4 2021 | Q3 2023 | 8 |
Machina Capital S.A.S. | 4 | 2 | 0.48% | 0.80% | 1.30% | Q3 2019 | Q3 2023 | 8 |
American Trust | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
SYNTAX ADVISORS, LLC | 8 | 8 | 0.18% | 0.19% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 0.07% | 0.10% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Long Run Wealth Advisors, LLC | 8 | 8 | 0.08% | 0.11% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Richwood Investment Advisors, LLC | 8 | 8 | 0.51% | 0.59% | 0.67% | Q4 2021 | Q3 2023 | 8 |
BAYSHORE ASSET MANAGEMENT, LLC | 8 | 8 | 0.22% | 0.26% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Shore Point Advisors, LLC | 8 | 8 | 0.71% | 0.90% | 1.23% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.57% | 0.68% | 0.77% | Q4 2021 | Q3 2023 | 8 |
SignalPoint Asset Management, LLC | 8 | 8 | 0.06% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Goodwin Investment Advisory | 8 | 8 | 0.03% | 0.05% | 0.06% | Q1 2021 | Q4 2022 | 8 |
Wilson & Boucher Capital Management, LLC | 8 | 8 | 0.42% | 0.49% | 0.58% | Q4 2021 | Q3 2023 | 8 |
QUANTRES ASSET MANAGEMENT Ltd | 3 | 1 | 0.15% | 0.37% | 0.81% | Q4 2014 | Q4 2018 | 8 |
Tower Wealth Partners, Inc. | 5 | 1 | 0.18% | 0.21% | 0.25% | Q2 2021 | Q3 2023 | 8 |
Cooper Financial Group | 4 | 1 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 8 |
Bremer Bank National Association | 7 | 1 | 0.01% | 0.57% | 1.07% | Q1 2019 | Q2 2023 | 8 |
Financial Connections Group, Inc. | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
1620 INVESTMENT ADVISORS, INC. | 8 | 8 | 0.23% | 0.29% | 0.37% | Q4 2021 | Q3 2023 | 8 |
Western Pacific Wealth Management, LP | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Selective Wealth Management, Inc. | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2022 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
Family CFO Inc | 8 | 8 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
O'ROURKE & COMPANY, Inc | 8 | 8 | 0.20% | 0.23% | 0.26% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.24% | 0.27% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Brendel Financial Advisors LLC | 3 | 1 | 0.19% | 0.75% | 2.46% | Q2 2019 | Q1 2023 | 8 |
Laraway Financial Advisors Inc | 8 | 8 | 0.23% | 0.25% | 0.28% | Q4 2021 | Q3 2023 | 8 |
DCM Advisors, LLC | 8 | 8 | 0.17% | 0.45% | 0.79% | Q4 2021 | Q3 2023 | 8 |
Mendel Capital Management LLC | 8 | 8 | 1.09% | 1.47% | 1.80% | Q4 2021 | Q3 2023 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q3 2021 | 8 |
Alapocas Investment Partners, Inc. | 8 | 8 | 1.04% | 1.43% | 1.70% | Q4 2021 | Q3 2023 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.03% | 0.36% | 1.18% | Q4 2021 | Q3 2023 | 8 |
Kathleen S. Wright Associates Inc. | 8 | 8 | 0.38% | 1.12% | 1.38% | Q4 2021 | Q3 2023 | 8 |
Perfromance Wealth Partners, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Costello Asset Management, INC | 5 | 3 | 0.00% | 0.10% | 0.27% | Q1 2019 | Q3 2023 | 8 |
First International Bank & Trust | 8 | 8 | 0.18% | 0.26% | 0.34% | Q4 2021 | Q3 2023 | 8 |
KENFARB & CO. | 8 | 8 | 2.60% | 2.81% | 3.16% | Q4 2021 | Q3 2023 | 8 |
LONDON CO OF VIRGINIA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SteelPeak Wealth, LLC | 8 | 8 | 0.02% | 0.28% | 1.00% | Q4 2021 | Q3 2023 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2020 | 8 |
WESPAC Advisors SoCal, LLC | 8 | 8 | 0.01% | 2.00% | 3.12% | Q3 2018 | Q2 2020 | 8 |
McAdam, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 1.15% | 1.23% | 1.27% | Q2 2013 | Q1 2015 | 8 |
Dunvegan Associates, Inc. | 8 | 8 | 0.04% | 0.04% | 0.05% | Q1 2014 | Q4 2015 | 8 |
Santa Fe Partners LLC | 3 | 1 | 0.21% | 0.43% | 0.51% | Q2 2013 | Q4 2015 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Conestoga Capital Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2015 | 8 |
Borer Denton & Associates, Inc. | 7 | 7 | 0.44% | 0.67% | 0.84% | Q1 2022 | Q3 2023 | 7 |
Rudd International, Inc. | 7 | 7 | 1.78% | 1.95% | 2.08% | Q4 2018 | Q2 2020 | 7 |
Northstar Advisory Group, LLC | 3 | 2 | 0.24% | 0.40% | 0.80% | Q4 2020 | Q4 2022 | 7 |
Clear Perspective Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
Alaska Permanent Fund Corp | 5 | 2 | 0.01% | 0.13% | 0.27% | Q4 2021 | Q3 2023 | 7 |
Blueprint Investment Partners LLC | 6 | 1 | 0.06% | 0.17% | 0.38% | Q3 2021 | Q3 2023 | 7 |
Savior LLC | 7 | 7 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q2 2021 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q1 2021 | 7 |
Li Winifred I | 7 | 7 | 0.42% | 0.58% | 0.66% | Q2 2013 | Q4 2014 | 7 |
HENNESSY ADVISORS INC | 4 | 3 | 0.05% | 0.11% | 0.15% | Q2 2013 | Q1 2020 | 7 |
Lloyd Advisory Services, LLC. | 6 | 1 | 0.00% | 0.05% | 0.34% | Q2 2020 | Q3 2023 | 7 |
DELPHI MANAGEMENT INC /MA/ | 7 | 7 | 0.16% | 0.19% | 0.23% | Q1 2013 | Q3 2014 | 7 |
HIGHLAND CAPITAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.23% | 0.50% | Q4 2013 | Q2 2019 | 7 |
CARLSON CAPITAL L P | 5 | 2 | 0.17% | 0.36% | 0.62% | Q3 2013 | Q3 2016 | 7 |
Cornerstone Wealth Management, LLC | 4 | 1 | 0.01% | 0.08% | 0.13% | Q3 2016 | Q1 2019 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.12% | 0.13% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Invictus RG Pte. Ltd. | 3 | 2 | 0.03% | 0.27% | 0.54% | Q2 2013 | Q3 2015 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.03% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
IMA Wealth, Inc. | 6 | 1 | 0.00% | 0.18% | 0.22% | Q2 2018 | Q3 2023 | 7 |
Greenfield Savings Bank | 7 | 7 | 0.30% | 0.36% | 0.44% | Q2 2022 | Q4 2023 | 7 |
CrestPoint Capital Management, LLC | 7 | 7 | 0.14% | 0.16% | 0.19% | Q4 2013 | Q2 2015 | 7 |
Swaine & Leidel Wealth Services, LLC | 6 | 1 | 2.24% | 2.68% | 3.10% | Q4 2019 | Q1 2022 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.30% | 0.38% | 0.44% | Q2 2013 | Q4 2014 | 7 |
Meridian Wealth Partners, LLC | 6 | 1 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 7 |
Hayden Royal, LLC | 6 | 1 | 0.13% | 0.35% | 0.74% | Q4 2018 | Q3 2020 | 7 |
CHASE INVESTMENT COUNSEL CORP | 7 | 7 | 0.06% | 0.08% | 0.09% | Q2 2013 | Q4 2014 | 7 |
WOLFF WIESE MAGANA LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
Maryland Capital Management | 3 | 1 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q3 2022 | 7 |
Starfire Investment Advisers, Inc. | 7 | 7 | 0.10% | 0.11% | 0.12% | Q4 2018 | Q2 2020 | 7 |
Foundations Investment Advisors, LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
NovaPoint Capital, LLC | 7 | 7 | 0.85% | 1.08% | 1.33% | Q4 2019 | Q2 2021 | 7 |
US Asset Management LLC | 4 | 3 | 1.13% | 1.32% | 1.51% | Q3 2021 | Q2 2023 | 7 |
WealthPlan Investment Management, LLC | 6 | 1 | 0.10% | 0.14% | 0.18% | Q1 2022 | Q4 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
MJP ASSOCIATES INC /ADV | 7 | 7 | 0.06% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.14% | 0.60% | 1.62% | Q4 2013 | Q3 2023 | 7 |
SCHARF INVESTMENTS, LLC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Allegis Investment Advisors, LLC | 6 | 1 | 0.04% | 0.42% | 0.84% | Q4 2015 | Q1 2018 | 7 |
Symphony Financial, Ltd. Co. | 7 | 7 | 0.15% | 0.18% | 0.24% | Q1 2022 | Q3 2023 | 7 |
Visium Asset Management, LP | 4 | 3 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q2 2015 | 7 |
BRR OpCo, LLC | 7 | 7 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q3 2022 | 7 |
Unified Trust Company, N.A. | 4 | 3 | 0.07% | 0.11% | 0.16% | Q1 2019 | Q3 2021 | 7 |
Ilmarinen Mutual Pension Insurance Co | 7 | 7 | 0.04% | 0.07% | 0.13% | Q1 2022 | Q3 2023 | 7 |
55I, LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2022 | 7 |
High Falls Advisors, Inc | 2 | 1 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q3 2023 | 7 |
Lebenthal Holdings,LLC | 7 | 7 | 0.08% | 0.34% | 0.64% | Q4 2014 | Q2 2016 | 7 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 7 | 7 | 0.10% | 0.12% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Landmark Bank | 7 | 7 | 0.75% | 2.00% | 2.30% | Q2 2018 | Q4 2019 | 7 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 5 | 2 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.20% | 0.23% | 0.27% | Q1 2022 | Q3 2023 | 7 |
EHP Funds Inc. | 7 | 7 | 0.15% | 0.61% | 0.84% | Q1 2022 | Q3 2023 | 7 |
Georgetown University | 7 | 7 | 1.39% | 1.88% | 2.25% | Q1 2022 | Q3 2023 | 7 |
Gideon Capital Advisors, Inc. | 3 | 1 | 0.19% | 0.64% | 0.95% | Q2 2014 | Q4 2019 | 7 |
Cornerstone Capital, Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2022 | 7 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 6 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q4 2022 | 7 |
Five Oceans Asset Management LTD | 5 | 1 | 0.78% | 1.44% | 2.24% | Q4 2010 | Q2 2013 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.05% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Chemistry Wealth Management LLC | 7 | 7 | 0.14% | 0.16% | 0.18% | Q1 2022 | Q3 2023 | 7 |
TimeScale Financial, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 7 |
SHEETS SMITH WEALTH MANAGEMENT | 6 | 1 | 0.03% | 0.17% | 0.24% | Q3 2018 | Q4 2021 | 7 |
JENNISON ASSOCIATES LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2022 | 7 |
Corbenic Partners LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q2 2022 | 7 |
Sendero Wealth Management, LLC | 6 | 1 | 0.31% | 0.61% | 1.14% | Q4 2021 | Q3 2023 | 7 |
WEST MICHIGAN ADVISORS, LLC | 7 | 7 | 0.15% | 0.22% | 0.34% | Q1 2022 | Q3 2023 | 7 |
Steward Financial Group LLC | 4 | 3 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 7 |
Darwin Wealth Management, LLC | 6 | 1 | 0.03% | 0.35% | 0.46% | Q1 2020 | Q1 2022 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.18% | 0.21% | 0.25% | Q4 2016 | Q2 2018 | 7 |
Stone Ridge Asset Management LLC | 4 | 3 | 0.01% | 0.19% | 0.35% | Q4 2017 | Q3 2019 | 7 |
Krane Funds Advisors LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q2 2022 | 7 |
NATIONAL PENN INVESTORS TRUST CO /PA | 7 | 7 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q4 2014 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 7 | 7 | 0.02% | 0.05% | 0.20% | Q4 2016 | Q2 2018 | 7 |
ANALYTIC INVESTORS, LLC | 5 | 1 | 0.01% | 0.14% | 0.24% | Q3 2013 | Q3 2016 | 7 |
San Luis Wealth Advisors LLC | 3 | 1 | 0.39% | 0.90% | 1.76% | Q4 2020 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
CONNABLE OFFICE INC | 7 | 7 | 0.25% | 0.34% | 0.43% | Q3 2020 | Q1 2022 | 7 |
Cornerstone Advisors, LLC | 6 | 1 | 0.08% | 0.36% | 0.56% | Q4 2019 | Q3 2023 | 7 |
Athena Investment Management | 7 | 7 | 0.19% | 0.30% | 0.36% | Q1 2022 | Q3 2023 | 7 |
McLean Asset Management Corp | 5 | 2 | 0.08% | 0.10% | 0.15% | Q4 2021 | Q4 2023 | 7 |
Impax Asset Management Group plc | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Resource Management, LLC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q4 2021 | 7 |
DeDora Capital, Inc. | 7 | 7 | 0.10% | 0.13% | 0.18% | Q1 2022 | Q3 2023 | 7 |
Verity Asset Management, Inc. | 6 | 1 | 0.16% | 0.21% | 0.29% | Q4 2020 | Q3 2022 | 7 |
Retirement Planning Co of New England, Inc. | 7 | 7 | 0.12% | 0.15% | 0.17% | Q4 2021 | Q2 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.03% | 0.04% | 0.08% | Q2 2013 | Q4 2014 | 7 |
Raab & Moskowitz Asset Management LLC | 5 | 1 | 0.01% | 0.37% | 0.88% | Q4 2013 | Q4 2019 | 7 |
Bridgeworth, LLC | 3 | 1 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q1 2023 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2021 | 7 |
Certified Advisory Corp | 3 | 1 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q3 2022 | 7 |
CARL STUART INVESTMENT ADVISOR, INC | 5 | 2 | 0.30% | 0.40% | 0.50% | Q4 2021 | Q3 2023 | 7 |
Empire Life Investments Inc. | 6 | 1 | 0.30% | 0.90% | 1.25% | Q3 2020 | Q3 2023 | 7 |
Financial Enhancement Group LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 5 | 2 | 0.13% | 0.16% | 0.18% | Q2 2013 | Q1 2017 | 7 |
Cerebellum GP, LLC | 4 | 1 | 0.00% | 0.12% | 0.28% | Q4 2017 | Q2 2020 | 7 |
Yellowstone Partners, LLC | 5 | 2 | 0.17% | 0.44% | 1.77% | Q3 2015 | Q4 2017 | 7 |
Asset Allocation & Management Company, LLC | 7 | 7 | 0.29% | 0.37% | 0.42% | Q4 2021 | Q2 2023 | 7 |
Schneider Downs Wealth Management Advisors, LP | 7 | 7 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q3 2022 | 7 |
Synergy Asset Management, LLC | 6 | 1 | 0.12% | 0.18% | 0.36% | Q4 2020 | Q3 2023 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.03% | 0.06% | 0.12% | Q1 2022 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.03% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 7 |
Householder Group Estate & Retirement Specialist, LLC | 6 | 1 | 0.25% | 0.42% | 1.24% | Q4 2021 | Q3 2023 | 7 |
SAM Advisors, LLC | 7 | 7 | 0.99% | 1.23% | 1.40% | Q3 2021 | Q1 2023 | 7 |
Independence Advisors, LLC | 6 | 1 | 0.05% | 0.06% | 0.07% | Q3 2018 | Q2 2020 | 7 |
CARILLON TOWER ADVISERS, INC. | 7 | 7 | 0.15% | 0.18% | 0.26% | Q2 2019 | Q4 2020 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q4 2021 | 7 |
First Western Trust Bank | 7 | 7 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Carson Advisory Inc. | 5 | 2 | 0.19% | 0.22% | 0.26% | Q4 2021 | Q3 2023 | 7 |
TCF National Bank | 7 | 7 | 0.94% | 1.30% | 1.49% | Q3 2019 | Q1 2021 | 7 |
KWB Wealth | 7 | 7 | 0.10% | 0.14% | 0.16% | Q3 2021 | Q1 2023 | 7 |
1900 WEALTH MANAGEMENT LLC | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
RELIANCE TRUST CO | 7 | 7 | 0.64% | 0.72% | 0.83% | Q2 2013 | Q4 2014 | 7 |
Kames Capital Management Ltd | 7 | 7 | 0.36% | 0.39% | 0.47% | Q2 2013 | Q4 2014 | 7 |
ALPHASIMPLEX GROUP, LLC | 7 | 7 | 0.58% | 0.92% | 1.73% | Q1 2018 | Q3 2019 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.20% | 0.24% | 0.27% | Q1 2022 | Q3 2023 | 7 |
A.R.T. Advisors, LLC | 4 | 1 | 0.02% | 0.20% | 0.60% | Q3 2016 | Q2 2019 | 7 |
WestEnd Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
RPg Family Wealth Advisory, LLC | 6 | 1 | 0.01% | 0.03% | 0.04% | Q2 2016 | Q3 2019 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Capital Advisors Wealth Management, LLC | 7 | 7 | 0.09% | 0.11% | 0.12% | Q1 2022 | Q3 2023 | 7 |
FUNDSMITH INVESTMENT SERVICES LTD. | 7 | 7 | 4.40% | 5.29% | 6.00% | Q1 2022 | Q3 2023 | 7 |
Weyland Capital Management, LLC | 7 | 7 | 0.24% | 0.26% | 0.27% | Q3 2013 | Q1 2015 | 7 |
NewEdge Wealth, LLC | 7 | 7 | 0.01% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.85% | 0.97% | 1.08% | Q2 2013 | Q4 2014 | 7 |
Carolina Wealth Advisors, LLC | 7 | 7 | 2.06% | 2.29% | 2.51% | Q2 2020 | Q4 2021 | 7 |
LGT Group Foundation | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Lipe & Dalton | 4 | 3 | 0.03% | 0.04% | 0.05% | Q3 2017 | Q1 2020 | 7 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 1 | 0.08% | 0.11% | 0.23% | Q4 2017 | Q2 2021 | 7 |
LeJeune Puetz Investment Counsel LLC | 7 | 7 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q1 2023 | 7 |
VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 5 | 2 | 0.28% | 0.54% | 1.22% | Q4 2021 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.12% | 0.26% | 0.45% | Q2 2013 | Q4 2014 | 7 |
Bank of Kentucky, Inc. | 3 | 1 | 0.86% | 1.69% | 2.05% | Q2 2013 | Q1 2015 | 6 |
Birch Run Capital Advisors, LP | 6 | 6 | 1.24% | 2.26% | 3.87% | Q2 2020 | Q3 2021 | 6 |
V2 Capital, LLC | 6 | 6 | 2.25% | 2.69% | 2.83% | Q4 2013 | Q1 2015 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.67% | 0.78% | 0.92% | Q2 2013 | Q3 2014 | 6 |
Partnervest Advisory Services LLC | 5 | 1 | 0.03% | 0.06% | 0.08% | Q2 2013 | Q2 2020 | 6 |
TOBAM | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
MONEY CONCEPTS CAPITAL CORP | 5 | 1 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q4 2022 | 6 |
Wakefield Asset Management LLLP | 5 | 1 | 0.01% | 0.75% | 1.49% | Q3 2018 | Q3 2023 | 6 |
Lyons Wealth Management, LLC. | 5 | 1 | 1.06% | 1.15% | 1.20% | Q4 2014 | Q3 2017 | 6 |
FCF Advisors LLC | 3 | 1 | 0.48% | 1.01% | 1.21% | Q3 2015 | Q4 2023 | 6 |
MIZUHO SECURITIES USA LLC | 3 | 3 | 0.08% | 0.18% | 0.39% | Q2 2013 | Q1 2015 | 6 |
Saba Capital Management, L.P. | 3 | 3 | 0.07% | 0.15% | 0.26% | Q3 2022 | Q1 2023 | 6 |
Drexel Morgan & Co. | 3 | 1 | 0.06% | 0.12% | 0.16% | Q3 2013 | Q1 2021 | 6 |
Wellington Shields & Co., LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
abrdn Investment Management Ltd | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2014 | 6 |
Pinnacle Advisory Group, Inc. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2021 | 6 |
SRB CORP | 5 | 1 | 0.03% | 0.08% | 0.13% | Q3 2020 | Q2 2023 | 6 |
Lighthouse Financial Advisors, Inc. | 6 | 6 | 0.80% | 0.93% | 1.16% | Q4 2019 | Q1 2021 | 6 |
Nikko Asset Management Americas, Inc. | 6 | 6 | 0.02% | 0.02% | 0.05% | Q1 2016 | Q2 2017 | 6 |
Industrial Alliance Investment Management Inc. | 6 | 6 | 0.17% | 0.26% | 0.32% | Q4 2021 | Q1 2023 | 6 |
RiverFront Investment Group, LLC | 6 | 6 | 0.40% | 0.64% | 0.84% | Q1 2010 | Q2 2011 | 6 |
Bayesian Capital Management, LP | 2 | 1 | 0.06% | 0.18% | 0.31% | Q4 2016 | Q2 2021 | 6 |
MARSHALL FINANCIAL GROUP INC /ADV | 6 | 6 | 0.09% | 0.10% | 0.11% | Q2 2021 | Q3 2022 | 6 |
BRYN MAWR CAPITAL MANAGEMENT INC | 3 | 3 | 0.09% | 0.31% | 0.56% | Q3 2013 | Q3 2015 | 6 |
Sand Hill Global Advisors, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Tributary Capital Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2018 | 6 |
US FINANCIAL ADVISORS, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2016 | 6 |
Eliot Finkel Investment Counsel, LLC | 6 | 6 | 1.92% | 2.26% | 2.48% | Q4 2015 | Q1 2017 | 6 |
First National Bank of Mount Dora, Trust Investment Services | 6 | 6 | 0.66% | 0.79% | 1.03% | Q3 2022 | Q4 2023 | 6 |
SAMLYN CAPITAL, LLC | 4 | 2 | 0.74% | 0.86% | 1.05% | Q3 2017 | Q4 2020 | 6 |
SPC Financial, Inc. | 6 | 6 | 0.08% | 0.24% | 0.42% | Q2 2013 | Q3 2014 | 6 |
Hudson Bay Capital Management LP | 2 | 1 | 0.03% | 0.11% | 0.25% | Q3 2016 | Q2 2021 | 6 |
ClariVest Asset Management LLC | 6 | 6 | 0.00% | 0.28% | 0.46% | Q2 2022 | Q3 2023 | 6 |
Round Table Services, LLC | 6 | 6 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q3 2022 | 6 |
Cottage Street Advisors LLC | 6 | 6 | 0.66% | 0.72% | 0.77% | Q4 2015 | Q1 2017 | 6 |
Hirtle Callaghan & Co LLC | 4 | 1 | 0.01% | 0.90% | 4.55% | Q2 2013 | Q4 2016 | 6 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.07% | 0.07% | 0.08% | Q2 2013 | Q3 2014 | 6 |
Visionary Wealth Advisors | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Graham Capital Management, L.P. | 5 | 1 | 0.02% | 0.08% | 0.15% | Q1 2022 | Q3 2023 | 6 |
NWK Group, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
Rock Point Advisors, LLC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q2 2022 | 6 |
Copperwynd Financial, LLC | 4 | 1 | 0.12% | 1.16% | 3.78% | Q1 2019 | Q3 2023 | 6 |
SCHWARTZ INVESTMENT COUNSEL INC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 6 | 6 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q3 2014 | 6 |
O'Brien Wealth Partners LLC | 4 | 1 | 0.01% | 0.04% | 0.07% | Q1 2018 | Q3 2023 | 6 |
SEI TRUST CO | 6 | 6 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2014 | 6 |
New Capital Management LP | 6 | 6 | 0.02% | 0.02% | 0.04% | Q4 2016 | Q1 2018 | 6 |
Lloyds Banking Group plc | 6 | 6 | 0.04% | 0.11% | 0.15% | Q2 2013 | Q3 2014 | 6 |
CADINHA & CO LLC | 4 | 2 | 0.03% | 0.04% | 0.04% | Q2 2018 | Q4 2019 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.24% | 0.25% | 0.28% | Q2 2013 | Q3 2014 | 6 |
CLINTON GROUP INC | 2 | 1 | 0.04% | 0.23% | 0.93% | Q1 2015 | Q4 2017 | 6 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 3 | 1 | 0.00% | 0.06% | 0.12% | Q2 2018 | Q2 2021 | 6 |
PETTYJOHN, WOOD & WHITE, INC | 6 | 6 | 0.16% | 0.23% | 0.38% | Q2 2022 | Q3 2023 | 6 |
Varma Mutual Pension Insurance Co | 4 | 2 | 0.03% | 0.15% | 0.29% | Q4 2018 | Q3 2023 | 6 |
TOEWS CORP /ADV | 1 | 1 | 0.05% | 0.42% | 0.76% | Q2 2016 | Q3 2023 | 6 |
BREAKLINE CAPITAL LLC | 5 | 1 | 1.86% | 4.29% | 6.66% | Q4 2017 | Q3 2019 | 6 |
SpiderRock Advisors, LLC | 2 | 1 | 0.00% | 0.10% | 0.44% | Q1 2017 | Q2 2020 | 6 |
Warren Street Wealth Advisors, LLC | 6 | 6 | 0.17% | 0.21% | 0.26% | Q2 2022 | Q3 2023 | 6 |
Seelaus Asset Management LLC | 4 | 2 | 0.17% | 0.19% | 0.21% | Q2 2018 | Q4 2019 | 6 |
STALEY CAPITAL ADVISERS INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q1 2022 | 6 |
Portman Square Capital LLP | 2 | 2 | 0.01% | 0.15% | 0.42% | Q2 2023 | Q3 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.56% | 1.16% | 1.66% | Q2 2022 | Q3 2023 | 6 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 6 |
Strategic Wealth Partners, Ltd. | 2 | 1 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q1 2023 | 6 |
MAZAMA CAPITAL MANAGEMENT INC | 6 | 6 | 0.04% | 0.22% | 0.30% | Q1 2014 | Q2 2015 | 6 |
TEXAS CAPITAL BANCSHARES INC/TX | 6 | 6 | 0.29% | 0.41% | 0.60% | Q2 2013 | Q3 2014 | 6 |
One Wealth Advisors, LLC | 5 | 1 | 0.01% | 0.19% | 0.24% | Q1 2019 | Q4 2022 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Columbus Macro, LLC | 6 | 6 | 0.17% | 0.25% | 0.39% | Q2 2022 | Q3 2023 | 6 |
Squar Milner Financial Services LLC | 3 | 1 | 0.01% | 0.15% | 0.33% | Q2 2018 | Q2 2020 | 6 |
Blueshift Asset Management, LLC | 1 | 1 | 0.03% | 0.20% | 0.63% | Q4 2019 | Q2 2023 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.44% | 0.49% | 0.54% | Q2 2022 | Q3 2023 | 6 |
Wagner Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2022 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Nova R Wealth, Inc. | 6 | 6 | 0.24% | 0.29% | 0.33% | Q4 2021 | Q1 2023 | 6 |
Crewe Advisors LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
ANGELES WEALTH MANAGEMENT, LLC | 5 | 1 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.00% | 0.28% | 1.69% | Q2 2022 | Q3 2023 | 6 |
CFS Investment Advisory Services, LLC | 4 | 1 | 0.05% | 0.30% | 0.42% | Q4 2020 | Q3 2023 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
Avitas Wealth Management LLC | 6 | 6 | 0.37% | 0.43% | 0.48% | Q2 2022 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
Psagot Value Holdings Ltd. / (Israel) | 6 | 6 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q4 2022 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q3 2019 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q2 2023 | 6 |
Resurgent Financial Advisors LLC | 6 | 6 | 0.03% | 0.24% | 0.46% | Q2 2022 | Q3 2023 | 6 |
STABLEFORD CAPITAL II LLC | 5 | 1 | 0.17% | 0.35% | 1.17% | Q3 2017 | Q1 2020 | 6 |
Laurel Wealth Planning LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2022 | 6 |
SS&H Financial Advisors, Inc. | 5 | 1 | 0.25% | 0.29% | 0.33% | Q1 2022 | Q3 2023 | 6 |
InterOcean Capital Group, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Raleigh Capital Management Inc. | 6 | 6 | 0.00% | 0.02% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Hudson Value Partners, LLC | 6 | 6 | 0.28% | 0.33% | 0.38% | Q2 2022 | Q3 2023 | 6 |
QUEST INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.60% | 0.81% | 1.51% | Q2 2013 | Q3 2014 | 6 |
United Capital Management of KS, Inc. | 6 | 6 | 0.56% | 0.61% | 0.64% | Q3 2018 | Q4 2019 | 6 |
Everhart Financial Group, Inc. | 6 | 6 | 0.12% | 0.16% | 0.22% | Q2 2022 | Q3 2023 | 6 |
Full Sail Capital, LLC | 6 | 6 | 0.05% | 0.11% | 0.16% | Q1 2019 | Q2 2020 | 6 |
Walleye Capital LLC | 2 | 1 | 0.00% | 0.05% | 0.14% | Q4 2019 | Q3 2023 | 6 |
LGT Fund Management Co Ltd. | 6 | 6 | 0.23% | 1.18% | 1.59% | Q2 2022 | Q3 2023 | 6 |
AMERICAN NATIONAL BANK & TRUST CO /VA/ | 6 | 6 | 0.14% | 0.19% | 0.25% | Q3 2013 | Q4 2014 | 6 |
Salomon & Ludwin, LLC | 5 | 1 | 0.05% | 0.07% | 0.09% | Q4 2019 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
GYL FINANCIAL SYNERGIES, LLC | 6 | 6 | 0.07% | 0.11% | 0.14% | Q2 2022 | Q3 2023 | 6 |
Czech National Bank | 6 | 6 | 0.24% | 0.27% | 0.31% | Q3 2022 | Q4 2023 | 6 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.54% | 0.92% | 1.50% | Q4 2019 | Q3 2023 | 6 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.09% | 0.25% | 0.58% | Q2 2021 | Q3 2023 | 6 |
KMG FIDUCIARY PARTNERS, LLC | 5 | 1 | 0.03% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 6 |
Truadvice, LLC | 6 | 6 | 0.20% | 0.23% | 0.25% | Q2 2022 | Q3 2023 | 6 |
CEERA INVESTMENTS, LLC | 6 | 6 | 1.53% | 1.79% | 2.13% | Q1 2021 | Q2 2022 | 6 |
tru Independence LLC | 6 | 6 | 0.00% | 0.10% | 0.13% | Q4 2019 | Q1 2021 | 6 |
Legacy CG, LLC | 6 | 6 | 1.28% | 1.43% | 1.59% | Q2 2022 | Q3 2023 | 6 |
Bradley & Co. Private Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Goodman Advisory Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Kathmere Capital Management, LLC | 6 | 6 | 0.04% | 0.09% | 0.12% | Q2 2022 | Q3 2023 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Wescott Financial Advisory Group, LLC | 6 | 6 | 0.09% | 0.13% | 0.20% | Q2 2022 | Q3 2023 | 6 |
Atlas Private Wealth Management | 6 | 6 | 0.04% | 0.05% | 0.07% | Q4 2019 | Q1 2021 | 6 |
READYSTATE ASSET MANAGEMENT LP | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Amplius Wealth Advisors, LLC | 3 | 1 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 6 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.28% | 0.59% | 0.82% | Q4 2019 | Q3 2021 | 6 |
Great Lakes Retirement, Inc. | 4 | 2 | 0.09% | 0.21% | 0.36% | Q4 2019 | Q3 2023 | 6 |
IMPACTfolio, LLC | 6 | 6 | 0.17% | 0.22% | 0.27% | Q3 2022 | Q4 2023 | 6 |
Schubert & Co | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q3 2014 | 6 |
Addenda Capital Inc. | 6 | 6 | 0.12% | 0.13% | 0.13% | Q2 2013 | Q3 2014 | 6 |
Cornerstone Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Buckingham Capital Management, Inc. | 6 | 6 | 0.10% | 0.12% | 0.13% | Q2 2013 | Q3 2014 | 6 |
Rollins Financial | 2 | 1 | 0.17% | 0.23% | 0.27% | Q4 2020 | Q3 2023 | 5 |
MQS Management LLC | 5 | 5 | 0.18% | 0.38% | 0.67% | Q2 2022 | Q2 2023 | 5 |
TUCKER ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.22% | 0.40% | 0.76% | Q3 2019 | Q3 2020 | 5 |
GraniteShares Advisors LLC | 4 | 1 | 0.23% | 0.24% | 0.27% | Q1 2022 | Q2 2023 | 5 |
Monterey Private Wealth, Inc. | 5 | 5 | 0.14% | 0.18% | 0.22% | Q1 2022 | Q1 2023 | 5 |
Kernodle & Katon Asset Management Group, LLC | 5 | 5 | 0.09% | 0.66% | 0.98% | Q4 2015 | Q4 2016 | 5 |
Independent Family Office, LLC | 5 | 5 | 0.12% | 0.14% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Veracity Capital LLC | 2 | 2 | 0.08% | 0.49% | 1.55% | Q4 2019 | Q1 2023 | 5 |
Spartan Planning & Wealth Management | 4 | 1 | 0.30% | 0.54% | 0.71% | Q1 2022 | Q3 2023 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
Eisler Capital (UK) Ltd. | 2 | 1 | 0.01% | 0.19% | 0.61% | Q4 2021 | Q3 2023 | 5 |
TKG Advisors, LLC | 5 | 5 | 1.21% | 1.33% | 1.61% | Q3 2022 | Q3 2023 | 5 |
Orion Capital Management LLC | 4 | 1 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 5 |
Latitude Advisors, LLC | 3 | 2 | 0.08% | 0.11% | 0.16% | Q3 2021 | Q3 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.01% | 0.05% | 0.12% | Q4 2021 | Q4 2022 | 5 |
Princeton Alpha Management LP | 3 | 1 | 0.18% | 0.24% | 0.36% | Q4 2014 | Q1 2017 | 5 |
Howard Capital Management Inc. | 4 | 1 | 0.17% | 0.45% | 1.37% | Q4 2017 | Q4 2019 | 5 |
True Link Financial Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Cyrus J. Lawrence, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 5 |
Ford Financial Group, LLC | 2 | 1 | 0.04% | 0.07% | 0.09% | Q2 2021 | Q4 2022 | 5 |
LBA Wealth Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2015 | Q3 2016 | 5 |
Bickling Financial Services, Inc. | 5 | 5 | 0.12% | 0.14% | 0.15% | Q4 2021 | Q4 2022 | 5 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 2 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q1 2023 | 5 |
Birch Capital Management, LLC | 5 | 5 | 0.14% | 0.34% | 0.51% | Q4 2019 | Q4 2020 | 5 |
WILLNER & HELLER, LLC | 5 | 5 | 0.36% | 0.44% | 0.50% | Q4 2021 | Q4 2022 | 5 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | 5 | 5 | 0.13% | 0.14% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Seaside Wealth Management, Inc. | 5 | 5 | 0.20% | 0.25% | 0.30% | Q3 2022 | Q3 2023 | 5 |
HUTCHENS INVESTMENT MANAGEMENT INC | 5 | 5 | 0.00% | 1.72% | 2.71% | Q4 2016 | Q4 2017 | 5 |
GRIES FINANCIAL LLC | 2 | 1 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.08% | 0.09% | 0.11% | Q2 2013 | Q2 2014 | 5 |
Tradewinds, LLC. | 3 | 2 | 0.34% | 0.36% | 0.42% | Q2 2022 | Q3 2023 | 5 |
DC Investments Management, LLC | 5 | 5 | 0.13% | 0.28% | 0.41% | Q2 2019 | Q2 2020 | 5 |
Van Hulzen Asset Management, LLC | 3 | 2 | 0.04% | 0.60% | 1.47% | Q2 2019 | Q3 2023 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.14% | 0.15% | 0.16% | Q3 2022 | Q3 2023 | 5 |
General Partner, Inc. | 5 | 5 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q4 2023 | 5 |
W.H. Cornerstone Investments Inc. | 5 | 5 | 0.31% | 0.33% | 0.36% | Q3 2022 | Q3 2023 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.21% | 0.28% | 0.33% | Q2 2013 | Q2 2014 | 5 |
SYCOMORE ASSET MANAGEMENT | 5 | 5 | 0.34% | 0.73% | 1.23% | Q3 2022 | Q3 2023 | 5 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2022 | 5 |
Neo Ivy Capital Management | 2 | 1 | 0.08% | 0.29% | 0.61% | Q2 2019 | Q2 2023 | 5 |
MD Financial Management Inc. | 5 | 5 | 0.00% | 0.07% | 0.11% | Q4 2020 | Q4 2021 | 5 |
DRIVE WEALTH MANAGEMENT, LLC | 4 | 1 | 0.11% | 0.21% | 0.51% | Q1 2022 | Q3 2023 | 5 |
Patrick Mauro Investment Advisor, INC. | 5 | 5 | 2.32% | 2.56% | 2.81% | Q3 2022 | Q3 2023 | 5 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 5 | 5 | 1.36% | 1.61% | 1.98% | Q1 2020 | Q1 2021 | 5 |
CERTUITY, LLC | 4 | 1 | 0.03% | 0.05% | 0.08% | Q3 2021 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.23% | 0.30% | 0.37% | Q3 2022 | Q3 2023 | 5 |
SIMMONS FIRST TRUST CO NA | 5 | 5 | 0.09% | 0.13% | 0.15% | Q4 2014 | Q4 2015 | 5 |
Redwood Investment Management, LLC | 3 | 1 | 0.04% | 0.20% | 0.42% | Q4 2017 | Q3 2023 | 5 |
Beaton Management Co. Inc. | 2 | 1 | 0.12% | 0.14% | 0.15% | Q4 2021 | Q3 2023 | 5 |
Heartland Bank & Trust Co | 5 | 5 | 0.73% | 0.81% | 0.98% | Q3 2022 | Q3 2023 | 5 |
Compass Financial Group, INC/SD | 5 | 5 | 0.07% | 0.08% | 0.10% | Q4 2022 | Q4 2023 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2023 | 5 |
Single Point Partners, LLC | 5 | 5 | 0.05% | 0.07% | 0.13% | Q1 2022 | Q1 2023 | 5 |
Intercontinental Wealth Advisors, LLC | 5 | 5 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q4 2019 | 5 |
NEW YORK LIFE TRUST CO | 5 | 5 | 0.11% | 0.20% | 0.22% | Q4 2014 | Q4 2015 | 5 |
SUN LIFE FINANCIAL INC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2021 | 5 |
RAM Investment Partners, LLC | 5 | 5 | 0.08% | 0.12% | 0.17% | Q4 2022 | Q4 2023 | 5 |
Caption Management, LLC | 3 | 3 | 0.01% | 0.13% | 0.37% | Q4 2022 | Q2 2023 | 5 |
HARTWELL J M LIMITED PARTNERSHIP | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2018 | Q3 2019 | 5 |
Sowa Financial Group, Inc. | 5 | 5 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q4 2020 | 5 |
Founders Capital Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 5 |
New England Professional Planning Group Inc. | 4 | 1 | 0.12% | 0.13% | 0.13% | Q2 2021 | Q3 2023 | 5 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.08% | 0.10% | 0.10% | Q3 2022 | Q3 2023 | 5 |
HANSEATIC MANAGEMENT SERVICES INC | 3 | 2 | 0.01% | 0.55% | 1.14% | Q2 2013 | Q2 2015 | 5 |
VESTOR CAPITAL, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2023 | 5 |
Benson Investment Management Company, Inc. | 5 | 5 | 2.20% | 2.82% | 3.29% | Q2 2020 | Q2 2021 | 5 |
Apeiron RIA LLC | 5 | 5 | 0.12% | 0.14% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Zions Trust, National Association | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Peachtree Investment Advisors, Inc. | 4 | 1 | 0.10% | 0.11% | 0.14% | Q4 2013 | Q2 2015 | 5 |
PIONEER TRUST BANK N A/OR | 5 | 5 | 0.15% | 0.15% | 0.17% | Q2 2017 | Q2 2018 | 5 |
MAPLE SECURITIES USA INC | 3 | 1 | 0.04% | 0.10% | 0.17% | Q2 2013 | Q2 2015 | 5 |
Power Corp of Canada | 5 | 5 | 0.02% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
Roof Eidam Maycock Peralta, LLC | 5 | 5 | 0.54% | 0.74% | 0.95% | Q4 2015 | Q4 2016 | 5 |
Delphi Private Advisors LLC | 5 | 5 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q4 2016 | 5 |
American Financial Network Advisory Services LLC | 2 | 1 | 0.11% | 0.19% | 0.28% | Q3 2017 | Q1 2019 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.25% | 0.28% | 0.31% | Q4 2020 | Q4 2021 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.33% | 0.37% | 0.45% | Q4 2016 | Q4 2017 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.51% | 0.53% | 0.58% | Q2 2013 | Q2 2014 | 5 |
Stux Capital Management, LLC | 5 | 5 | 0.20% | 0.43% | 0.50% | Q2 2013 | Q2 2014 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.03% | 0.07% | 0.11% | Q4 2017 | Q4 2018 | 5 |
HighVista Strategies LLC | 3 | 2 | 0.23% | 0.30% | 0.46% | Q3 2017 | Q1 2019 | 5 |
Aldebaran Financial Inc. | 5 | 5 | 0.28% | 0.31% | 0.34% | Q4 2013 | Q4 2014 | 5 |
Fulcrum Asset Management LLP | 5 | 5 | 0.19% | 0.36% | 0.54% | Q1 2021 | Q1 2022 | 5 |
SIPHRON CAPITAL MANAGEMENT /CA/ | 5 | 5 | 0.00% | 0.04% | 0.19% | Q3 2013 | Q3 2014 | 5 |
PFS INVESTMENTS INC. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Integrated Investment Consultants, LLC | 4 | 1 | 0.04% | 0.04% | 0.05% | Q4 2016 | Q1 2018 | 5 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 5 | 5 | 0.08% | 0.08% | 0.09% | Q2 2013 | Q2 2014 | 5 |
Brookfield Asset Management | 3 | 2 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q2 2023 | 5 |
Advisory Alpha, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 5 |
Crow Point Partners, LLC | 5 | 5 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q1 2018 | 5 |
Alpine Global Management, LLC | 3 | 1 | 0.07% | 0.12% | 0.19% | Q4 2014 | Q3 2017 | 5 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 5 | 5 | 0.26% | 0.31% | 0.33% | Q3 2015 | Q3 2016 | 5 |
TIRSCHWELL & LOEWY INC | 5 | 5 | 0.06% | 0.06% | 0.07% | Q1 2018 | Q1 2019 | 5 |
Sciencast Management LP | 2 | 1 | 0.29% | 0.50% | 0.95% | Q2 2020 | Q2 2023 | 5 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.13% | 0.47% | 0.77% | Q3 2013 | Q2 2022 | 5 |
Ohio National Investments, Inc. | 4 | 1 | 0.33% | 0.36% | 0.38% | Q3 2014 | Q1 2016 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.04% | 0.08% | 0.10% | Q2 2013 | Q2 2021 | 5 |
Optimal Asset Management, Inc. | 5 | 5 | 0.08% | 0.14% | 0.17% | Q4 2019 | Q4 2020 | 5 |
FNY Managed Accounts LLC | 3 | 1 | 0.00% | 0.13% | 0.34% | Q3 2015 | Q1 2018 | 5 |
DORCHESTER WEALTH MANAGEMENT Co | 3 | 1 | 0.06% | 0.07% | 0.08% | Q2 2018 | Q4 2019 | 5 |
Moisand Fitzgerald Tamayo, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.13% | 0.16% | 0.18% | Q2 2013 | Q2 2014 | 5 |
Lazard Freres Gestion S.A.S. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
U.S. Capital Wealth Advisors, LLC | 5 | 5 | 0.01% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.21% | 0.22% | 0.23% | Q2 2015 | Q2 2016 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.01% | 0.03% | 0.05% | Q1 2015 | Q1 2016 | 5 |
Assured Investment Management LLC | 2 | 1 | 0.00% | 0.03% | 0.07% | Q2 2015 | Q2 2018 | 5 |
New Harbor Financial Group, LLC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q2 2014 | 5 |
CLEAR INVESTMENT RESEARCH, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
Vontobel Swiss Wealth Advisors AG | 5 | 5 | 0.14% | 0.17% | 0.18% | Q3 2017 | Q3 2018 | 5 |
Baker Avenue Asset Management, LP | 5 | 5 | 0.03% | 0.08% | 0.15% | Q3 2022 | Q3 2023 | 5 |
LILLEY & CO | 5 | 5 | 0.73% | 0.77% | 0.81% | Q2 2013 | Q2 2014 | 5 |
OXFORD ASSET MANAGEMENT LLP | 4 | 1 | 0.02% | 0.09% | 0.22% | Q4 2017 | Q3 2019 | 5 |
CQS (US), LLC | 5 | 5 | 0.34% | 0.42% | 0.52% | Q4 2019 | Q4 2020 | 5 |
Alpha Family Trust | 5 | 5 | 0.18% | 0.41% | 0.56% | Q3 2022 | Q3 2023 | 5 |
KWMG, LLC | 4 | 1 | 0.01% | 0.04% | 0.19% | Q4 2014 | Q1 2019 | 5 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 2 | 1 | 0.04% | 0.09% | 0.26% | Q3 2015 | Q4 2017 | 5 |
Calamos Wealth Management LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
BANCORPSOUTH INC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q3 2017 | 5 |
Ruggie Capital Group | 5 | 5 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q4 2018 | 5 |
Morningstar Investment Services LLC | 5 | 5 | 0.26% | 0.27% | 0.29% | Q2 2013 | Q2 2014 | 5 |
Crosspoint Capital Strategies, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q4 2014 | 5 |
Banyan Partners, LLC | 5 | 5 | 0.04% | 0.05% | 0.09% | Q3 2013 | Q3 2014 | 5 |
Highstreet Asset Management Inc. | 4 | 1 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q4 2019 | 5 |
Regent Investment Management LLC | 5 | 5 | 0.13% | 0.28% | 0.34% | Q1 2017 | Q1 2018 | 5 |
Private Capital Management, LLC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
ETRADE Capital Management LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2020 | 5 |
Shamrock Asset Management LLC | 5 | 5 | 0.02% | 0.03% | 0.05% | Q3 2018 | Q3 2019 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
CLARIS ADVISORS, LLC / MO / | 5 | 5 | 0.24% | 0.25% | 0.27% | Q4 2021 | Q4 2022 | 5 |
Legend Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
TRADITION ASSET MANAGEMENT LLC | 5 | 5 | 0.12% | 0.12% | 0.13% | Q2 2019 | Q2 2020 | 5 |
Optiver Holding B.V. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 5 |
Eagle Bluffs Wealth Management LLC | 5 | 5 | 1.38% | 1.61% | 1.82% | Q4 2021 | Q4 2022 | 5 |
McAlister, Sweet & Associates, Inc. | 3 | 2 | 0.22% | 0.69% | 2.44% | Q4 2021 | Q1 2023 | 5 |
VALLEY NATIONAL BANCORP | 5 | 5 | 0.23% | 0.27% | 0.30% | Q4 2013 | Q4 2014 | 5 |
Capitolis Advisors LLC | 5 | 5 | 0.03% | 0.15% | 0.29% | Q4 2020 | Q4 2021 | 5 |
XTX Topco Ltd | 4 | 1 | 0.13% | 0.25% | 0.36% | Q4 2021 | Q3 2023 | 5 |
JOURNEY STRATEGIC WEALTH LLC | 3 | 2 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q1 2023 | 5 |
London & Capital Asset Management Ltd | 5 | 5 | 0.04% | 0.04% | 0.05% | Q4 2018 | Q4 2019 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 5 |
Abundance Wealth Counselors | 5 | 5 | 0.04% | 0.07% | 0.08% | Q1 2022 | Q1 2023 | 5 |
Hoover Financial Advisors, Inc. | 5 | 5 | 0.02% | 0.15% | 0.21% | Q2 2020 | Q2 2021 | 5 |
Red Tortoise LLC | 4 | 1 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q3 2023 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 1 | 0.00% | 0.04% | 0.14% | Q2 2021 | Q3 2023 | 5 |
Windsor Advisory Group, LLC | 4 | 4 | 0.68% | 0.75% | 0.93% | Q4 2022 | Q3 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
NEW ENGLAND ASSET MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 3 | 1 | 0.03% | 0.06% | 0.09% | Q2 2014 | Q3 2017 | 4 |
CANTOR FITZGERALD, L. P. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
HILLMAN CO | 4 | 4 | 8.28% | 15.41% | 23.18% | Q4 2019 | Q3 2020 | 4 |
CHARTWELL INVESTMENT PARTNERS/PA | 4 | 4 | 0.08% | 0.10% | 0.11% | Q2 2013 | Q1 2014 | 4 |
KDI CAPITAL PARTNERS LLC | 3 | 1 | 0.09% | 0.27% | 0.48% | Q1 2015 | Q3 2018 | 4 |
ZACKS INVESTMENT MANAGEMENT | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
SPOT TRADING L.L.C. | 2 | 2 | 0.07% | 0.11% | 0.15% | Q2 2017 | Q3 2017 | 4 |
C M BIDWELL & ASSOCIATES LTD | 2 | 1 | 0.00% | 0.12% | 0.25% | Q3 2018 | Q3 2020 | 4 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q1 2015 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
RAYNER & HAYNOR | 4 | 4 | 0.21% | 0.22% | 0.25% | Q4 2013 | Q3 2014 | 4 |
AETNA INC /PA/ | 4 | 4 | 20.33% | 26.60% | 34.48% | Q4 2016 | Q3 2017 | 4 |
TOWER TRUST Co | 4 | 4 | 0.52% | 0.53% | 0.54% | Q2 2013 | Q1 2014 | 4 |
WEDGEWOOD INVESTORS INC /PA/ | 4 | 4 | 0.31% | 0.35% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q4 2022 | 4 |
AGF INVESTMENTS INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
SUSQUEHANNA TRUST & INVESTMENT CO | 4 | 4 | 0.06% | 1.06% | 1.48% | Q2 2013 | Q1 2014 | 4 |
FIRST MERCANTILE TRUST CO | 3 | 1 | 0.00% | 0.05% | 0.07% | Q1 2014 | Q1 2020 | 4 |
NOESIS CAPITAL MANGEMENT CORP | 3 | 1 | 0.06% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 4 |
West Coast Asset Management | 4 | 4 | 7.80% | 7.99% | 8.23% | Q2 2013 | Q1 2014 | 4 |
REYNOLDS CAPITAL MANAGEMENT LLC | 2 | 2 | 0.13% | 0.18% | 0.25% | Q2 2013 | Q1 2015 | 4 |
Pine River Capital Management L.P. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2016 | 4 |
Kovitz Investment Group, LLC | 4 | 4 | 0.05% | 0.30% | 1.04% | Q2 2013 | Q1 2014 | 4 |
Nuveen Fund Advisors, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2016 | Q1 2017 | 4 |
F&C Asset Management plc | 4 | 4 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q1 2014 | 4 |
GlobalBridge, Inc. | 4 | 4 | 0.25% | 0.26% | 0.26% | Q2 2013 | Q1 2014 | 4 |
HM Capital Management, LLC | 4 | 4 | 2.43% | 3.25% | 4.35% | Q4 2021 | Q3 2022 | 4 |
Dorsey Wright & Associates | 4 | 4 | 0.08% | 0.10% | 0.13% | Q1 2019 | Q4 2019 | 4 |
First Pacific Advisors, LP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2020 | 4 |
Tetrem Capital Management Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 4 |
Ionic Capital Management LLC | 2 | 1 | 0.06% | 0.43% | 0.80% | Q1 2019 | Q2 2020 | 4 |
MidWestOne Financial Group, Inc. | 3 | 1 | 0.05% | 0.06% | 0.08% | Q2 2019 | Q3 2023 | 4 |
WealthTrust-Arizona, LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q2 2013 | Q1 2014 | 4 |
Barnett & Company, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2021 | 4 |
CEDAR HILL ASSOCIATES, LLC | 4 | 4 | 0.05% | 0.07% | 0.09% | Q3 2017 | Q2 2018 | 4 |
Senator Investment Group LP | 3 | 1 | 1.73% | 3.25% | 5.09% | Q3 2017 | Q4 2018 | 4 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.01% | 0.09% | 0.20% | Q2 2016 | Q2 2022 | 4 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q2 2017 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2014 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.09% | 0.22% | 0.37% | Q2 2013 | Q1 2014 | 4 |
Evercore Trust Company, N.A. | 3 | 1 | 0.13% | 1.01% | 1.41% | Q4 2014 | Q1 2017 | 4 |
COWEN INC. | 2 | 2 | 0.00% | 0.20% | 0.80% | Q1 2018 | Q2 2018 | 4 |
Investure, LLC | 4 | 4 | 1.73% | 2.17% | 2.63% | Q1 2022 | Q4 2022 | 4 |
Hutchin Hill Capital, LP | 3 | 1 | 0.02% | 0.03% | 0.06% | Q2 2015 | Q2 2017 | 4 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 2 | 1 | 0.01% | 0.05% | 0.17% | Q3 2014 | Q4 2022 | 4 |
Lombard Odier Asset Management (USA) Corp | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q1 2023 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.10% | 0.15% | 0.21% | Q4 2022 | Q3 2023 | 4 |
10-15 ASSOCIATES, INC. | 4 | 4 | 0.11% | 0.12% | 0.14% | Q2 2013 | Q1 2014 | 4 |
Global Endowment Management, LP | 2 | 2 | 0.02% | 0.38% | 0.57% | Q3 2020 | Q3 2021 | 4 |
Axiom Investment Management LLC | 4 | 4 | 0.19% | 0.31% | 0.40% | Q4 2018 | Q3 2019 | 4 |
Kessler Investment Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 4 |
Gerstein Fisher | 3 | 1 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q1 2015 | 4 |
Absolute Return Capital, LLC | 2 | 1 | 0.04% | 0.08% | 0.11% | Q3 2013 | Q1 2015 | 4 |
Wilson, Kemp & Associates, Inc. | 4 | 4 | 1.61% | 2.37% | 3.17% | Q2 2013 | Q1 2014 | 4 |
Bluefin Trading, LLC | 1 | 1 | 0.01% | 0.05% | 0.13% | Q4 2014 | Q4 2019 | 4 |
J.Safra Asset Management Corp | 2 | 1 | 0.03% | 0.15% | 0.48% | Q4 2015 | Q2 2023 | 4 |
Artemis Investment Management LLP | 4 | 4 | 0.04% | 0.06% | 0.08% | Q2 2022 | Q1 2023 | 4 |
Edmond de Rothschild (Europe) | 4 | 4 | 0.06% | 0.08% | 0.10% | Q2 2015 | Q1 2016 | 4 |
VICUS CAPITAL | 3 | 1 | 0.03% | 0.08% | 0.11% | Q2 2018 | Q3 2023 | 4 |
Carnick & Kubik, LLC | 4 | 4 | 0.20% | 0.35% | 0.44% | Q2 2015 | Q1 2016 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Merriman Wealth Management, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Circle Wealth Management, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2021 | 4 |
Sanibel Captiva Investment Advisers, Inc. | 4 | 4 | 0.18% | 0.22% | 0.29% | Q1 2013 | Q4 2013 | 4 |
Parasol Investment Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.05% | Q2 2016 | Q1 2017 | 4 |
GeoWealth Management, LLC | 3 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2023 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.49% | 0.78% | Q4 2021 | Q3 2022 | 4 |
Biltmore Wealth Management, LLC | 4 | 4 | 0.20% | 0.47% | 0.66% | Q1 2018 | Q4 2018 | 4 |
Fusion Investment Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 4 |
13D Management LLC | 4 | 4 | 2.39% | 2.98% | 3.55% | Q3 2017 | Q2 2018 | 4 |
Ardevora Asset Management LLP | 4 | 4 | 0.91% | 1.20% | 1.42% | Q2 2022 | Q1 2023 | 4 |
PALLADIEM, LLC | 4 | 4 | 0.02% | 0.02% | 0.04% | Q4 2014 | Q3 2015 | 4 |
Karp Capital Management Corp | 2 | 1 | 0.00% | 0.11% | 0.29% | Q2 2015 | Q3 2022 | 4 |
TCG Advisors, LP | 4 | 4 | 0.14% | 0.21% | 0.31% | Q1 2019 | Q4 2019 | 4 |
Lebenthal Asset Management, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q1 2017 | 4 |
C Partners Holding GmbH | 4 | 4 | 0.05% | 0.08% | 0.11% | Q4 2017 | Q3 2018 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 4 |
Cavalier Investments, LLC | 4 | 4 | 0.07% | 0.11% | 0.15% | Q1 2019 | Q4 2019 | 4 |
V Wealth Advisors LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q2 2023 | 4 |
Sitrin Capital Management LLC | 4 | 4 | 3.26% | 3.35% | 3.55% | Q4 2015 | Q3 2016 | 4 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 2 | 2 | 0.02% | 0.41% | 0.97% | Q4 2020 | Q1 2021 | 4 |
Enlightenment Research, LLC | 1 | 1 | 0.11% | 0.52% | 0.80% | Q4 2018 | Q4 2021 | 4 |
L2 Asset Management, LLC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Premia Global Advisors, LLC | 3 | 1 | 0.38% | 0.48% | 0.63% | Q4 2017 | Q1 2019 | 4 |
Summit Global Investments | 4 | 4 | 0.41% | 0.49% | 0.59% | Q4 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
Maytus Capital Management, LLC | 3 | 1 | 1.29% | 1.73% | 2.25% | Q1 2022 | Q1 2023 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2017 | Q3 2018 | 4 |
Geneva Partners, LLC | 4 | 4 | 0.69% | 2.23% | 2.81% | Q2 2019 | Q1 2020 | 4 |
Providence First Trust Co | 4 | 4 | 0.73% | 1.03% | 1.82% | Q3 2017 | Q2 2018 | 4 |
Pearl River Capital, LLC | 1 | 1 | 0.08% | 0.25% | 0.51% | Q4 2019 | Q4 2022 | 4 |
Salient Private Client, LLC | 4 | 4 | 1.26% | 1.41% | 1.65% | Q4 2017 | Q3 2018 | 4 |
First Command Advisory Services, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 4 |
Bigelow Investment Advisors, LLC | 4 | 4 | 0.24% | 0.28% | 0.31% | Q1 2018 | Q4 2018 | 4 |
MainStreet Investment Advisors LLC | 3 | 1 | 0.07% | 0.08% | 0.09% | Q1 2020 | Q3 2023 | 4 |
Tuscan Ridge Asset Management LLC | 4 | 4 | 0.04% | 0.16% | 0.26% | Q1 2019 | Q4 2019 | 4 |
Centerpoint Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Leeward Financial Partners, LLC | 4 | 4 | 0.21% | 0.24% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Farmers & Merchants Trust Co of Long Beach | 4 | 4 | 0.44% | 0.46% | 0.48% | Q4 2018 | Q3 2019 | 4 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.03% | 0.23% | 0.50% | Q3 2020 | Q1 2023 | 4 |
Integris Wealth Management, LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Next Capital Management LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2018 | Q3 2019 | 4 |
Bell Rock Capital LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2019 | 4 |
Kozak & Associates, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q2 2022 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.26% | 0.28% | 0.29% | Q4 2018 | Q3 2023 | 4 |
RESTON WEALTH MANAGEMENT LLC | 2 | 1 | 0.10% | 0.11% | 0.11% | Q4 2021 | Q3 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q1 2020 | 4 |
Curated Wealth Partners LLC | 2 | 1 | 0.05% | 0.08% | 0.12% | Q1 2021 | Q3 2023 | 4 |
Cinctive Capital Management LP | 2 | 1 | 0.07% | 0.17% | 0.22% | Q1 2021 | Q4 2022 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.19% | 0.22% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Gunderson Capital Management Inc. | 4 | 4 | 0.23% | 0.29% | 0.40% | Q1 2019 | Q4 2019 | 4 |
PYA Waltman Capital, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
Resolute Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Beacon Financial Advisory LLC | 4 | 4 | 0.26% | 0.33% | 0.39% | Q3 2020 | Q2 2021 | 4 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Marks Group Wealth Management, Inc | 4 | 4 | 0.83% | 0.86% | 0.88% | Q2 2020 | Q1 2021 | 4 |
Asio Capital, LLC | 3 | 1 | 0.06% | 0.14% | 0.20% | Q4 2019 | Q3 2023 | 4 |
RMR Wealth Builders | 2 | 1 | 0.02% | 0.04% | 0.05% | Q4 2019 | Q1 2021 | 4 |
Running Oak Capital LLC | 4 | 4 | 1.73% | 1.79% | 1.90% | Q2 2020 | Q1 2021 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.05% | 0.06% | 0.06% | Q4 2019 | Q4 2020 | 4 |
Filbrandt Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 4 |
Standard Family Office LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 4 |
Royal Fund Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2018 | 4 |
JACKSON SQUARE CAPITAL, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Fortis Group Advisors, LLC | 3 | 1 | 0.05% | 0.09% | 0.10% | Q3 2020 | Q3 2023 | 4 |
Lowell Blake & Associates Inc. | 2 | 1 | 0.07% | 0.23% | 0.39% | Q4 2019 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.09% | 0.09% | 0.10% | Q4 2020 | Q3 2021 | 4 |
Ten Capital Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 4 |
GoalVest Advisory LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2023 | 4 |
PGIM Custom Harvest LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ADE, LLC | 4 | 4 | 0.05% | 0.07% | 0.07% | Q4 2020 | Q3 2021 | 4 |
Thrive Wealth Management, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 2 | 1 | 0.12% | 0.16% | 0.22% | Q4 2020 | Q3 2022 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q2 2022 | 4 |
Fermata Advisors, LLC | 4 | 4 | 0.08% | 0.10% | 0.12% | Q2 2021 | Q1 2022 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Alliance Wealth Advisors, LLC /UT | 4 | 4 | 1.01% | 1.10% | 1.14% | Q4 2022 | Q3 2023 | 4 |
CarsonAllaria Wealth Management, Ltd. | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Intelligent Financial Strategies | 4 | 4 | 0.08% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 4 |
First Farmers & Merchants Bank / Trust | 4 | 4 | 0.25% | 0.26% | 0.28% | Q4 2021 | Q3 2022 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.01% | 0.05% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Sterling Investment Counsel, LLC | 2 | 1 | 0.12% | 0.14% | 0.15% | Q4 2021 | Q3 2023 | 4 |
PROVENCE WEALTH MANAGEMENT GROUP | 4 | 4 | 0.00% | 0.15% | 0.23% | Q4 2022 | Q3 2023 | 4 |
CATALYST FINANCIAL PARTNERS LLC | 4 | 4 | 0.12% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Quantum Private Wealth, LLC | 4 | 4 | 0.10% | 0.12% | 0.15% | Q4 2021 | Q3 2022 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.11% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Horizons Wealth Management | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.27% | 0.34% | 0.49% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.22% | 0.31% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 0.13% | 0.15% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.05% | 0.12% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Ethos Financial Group, LLC | 4 | 4 | 0.08% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Hoxton Planning & Management, LLC | 4 | 4 | 0.38% | 0.42% | 0.46% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.12% | 0.17% | 0.20% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.16% | 0.17% | 0.21% | Q4 2022 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.15% | 0.22% | 0.38% | Q4 2022 | Q3 2023 | 4 |
Creative Capital Management Investments LLC | 4 | 4 | 0.10% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
RIA Advisory Group LLC | 4 | 4 | 0.11% | 0.20% | 0.40% | Q4 2022 | Q3 2023 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.16% | 0.18% | 0.21% | Q4 2022 | Q3 2023 | 4 |
New Hampshire Trust | 4 | 4 | 0.62% | 0.66% | 0.72% | Q4 2022 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.47% | 0.78% | 1.17% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.02% | 0.06% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Talisman Wealth Advisors LLC | 4 | 4 | 0.83% | 1.32% | 2.68% | Q4 2022 | Q3 2023 | 4 |
HF Advisory Group, LLC | 4 | 4 | 0.49% | 0.55% | 0.67% | Q4 2022 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Arista Wealth Management, LLC | 4 | 4 | 0.17% | 0.21% | 0.28% | Q4 2022 | Q3 2023 | 4 |
OAK HILL WEALTH ADVISORS, LLC | 4 | 4 | 0.59% | 0.65% | 0.71% | Q4 2022 | Q3 2023 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Core Wealth Partners LLC | 4 | 4 | 0.84% | 0.87% | 0.92% | Q4 2022 | Q3 2023 | 4 |
Quarry LP | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
STF Management LP | 4 | 4 | 0.63% | 0.79% | 0.95% | Q4 2022 | Q3 2023 | 4 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 4 | 4 | 0.07% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Applied Capital LLC/FL | 4 | 4 | 1.01% | 1.10% | 1.17% | Q4 2022 | Q3 2023 | 4 |
VIAWEALTH, LLC | 4 | 4 | 0.28% | 0.30% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Clifford Group, LLC | 4 | 4 | 0.95% | 1.08% | 1.21% | Q4 2022 | Q3 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
AlphaQ Advisors LLC | 4 | 4 | 0.36% | 0.40% | 0.43% | Q4 2022 | Q3 2023 | 4 |
Park Edge Advisors, LLC | 4 | 4 | 0.25% | 0.29% | 0.33% | Q4 2022 | Q3 2023 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.11% | 0.13% | 0.18% | Q4 2022 | Q3 2023 | 4 |
DUDLEY CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.52% | 0.55% | 0.60% | Q4 2022 | Q3 2023 | 4 |
LMG Wealth Partners, LLC | 4 | 4 | 1.47% | 1.56% | 1.65% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.16% | 0.54% | 0.74% | Q4 2022 | Q3 2023 | 4 |
Tilt Investment Management Holdings, PBC | 4 | 4 | 0.32% | 0.36% | 0.39% | Q4 2022 | Q3 2023 | 4 |
BRADY FAMILY WEALTH, LLC | 4 | 4 | 1.49% | 1.62% | 1.75% | Q4 2022 | Q3 2023 | 4 |
First County Bank /CT/ | 4 | 4 | 0.56% | 0.62% | 0.67% | Q4 2022 | Q3 2023 | 4 |
Trellis Wealth Advisors LLC | 4 | 4 | 0.19% | 0.22% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.05% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Slocum, Gordon & Co LLP | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Etesian Wealth Advisors, Inc. | 4 | 4 | 0.33% | 0.36% | 0.39% | Q4 2022 | Q3 2023 | 4 |
FIRST AMERICAN TRUST, FSB | 3 | 1 | 0.04% | 0.09% | 0.11% | Q2 2013 | Q2 2019 | 4 |
MIDAS MANAGEMENT CORP | 4 | 4 | 0.11% | 0.12% | 0.14% | Q2 2013 | Q1 2014 | 4 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q2 2017 | 4 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2018 | Q3 2019 | 4 |
U S GLOBAL INVESTORS INC | 4 | 4 | 0.02% | 0.03% | 0.07% | Q1 2020 | Q4 2020 | 4 |
MONETTA FINANCIAL SERVICES INC | 3 | 1 | 0.72% | 0.87% | 1.11% | Q2 2013 | Q1 2020 | 4 |
PORTOLA GROUP INC /CA | 3 | 1 | 0.13% | 0.21% | 0.26% | Q4 2013 | Q1 2015 | 4 |
GRIFFIN ASSET MANAGEMENT, INC. | 3 | 1 | 0.01% | 0.03% | 0.04% | Q3 2017 | Q2 2019 | 4 |
SPECTRUM ADVISORY SERVICES INC | 4 | 4 | 0.62% | 0.63% | 0.65% | Q2 2013 | Q1 2014 | 4 |
CASCADE INVESTMENT GROUP, INC. | 4 | 4 | 0.60% | 0.67% | 0.75% | Q4 2022 | Q3 2023 | 4 |
GROUP ONE TRADING, L.P. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2020 | 4 |
MAVERICK CAPITAL LTD | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 4 |
SSI INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 4 |
B.O.S.S. Retirement Advisors, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q4 2023 | 3 |
Arvest Bank Trust Division | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
SENTINEL TRUST CO LBA | 3 | 3 | 0.17% | 0.18% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.08% | 0.10% | 0.13% | Q1 2023 | Q3 2023 | 3 |
MARSHALL WACE ASIA Ltd | 2 | 1 | 0.09% | 0.17% | 0.25% | Q4 2017 | Q2 2020 | 3 |
Numeric Investors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 3 |
SOLARIS ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Stelac Advisory Services LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2018 | Q3 2018 | 3 |
Schooner Investment Group, LLC. | 3 | 3 | 0.23% | 0.24% | 0.26% | Q1 2015 | Q3 2015 | 3 |
Financial Sense Advisors, Inc. | 3 | 3 | 2.13% | 2.19% | 2.26% | Q3 2013 | Q1 2014 | 3 |
Weiss Asset Management LP | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
CATAWBA CAPITAL MANAGEMENT /VA | 3 | 3 | 0.09% | 0.11% | 0.14% | Q4 2017 | Q2 2018 | 3 |
VALLEY FORGE ASSET MANAGEMENT, LLC | 3 | 3 | 1.08% | 1.38% | 1.54% | Q2 2013 | Q4 2013 | 3 |
Phocas Financial Corp. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2022 | 3 |
Capital International, Inc./CA/ | 3 | 3 | 0.08% | 0.09% | 0.10% | Q4 2016 | Q2 2017 | 3 |
Indiana Trust & Investment Management CO | 2 | 1 | 0.02% | 0.03% | 0.05% | Q3 2013 | Q3 2023 | 3 |
Beech Hill Advisors, Inc. | 3 | 3 | 1.48% | 1.58% | 1.66% | Q1 2023 | Q3 2023 | 3 |
WHITENER CAPITAL MANAGEMENT, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 3 |
Personal Wealth Partners | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 3 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 1 | 0.01% | 0.08% | 0.11% | Q2 2013 | Q1 2021 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.18% | 0.20% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Wealth Management Solutions, LLC | 1 | 1 | 0.11% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2015 | Q3 2015 | 3 |
Motley Fool Asset Management LLC | 1 | 1 | 0.07% | 0.11% | 0.14% | Q1 2018 | Q1 2020 | 3 |
Waverton Investment Management Ltd | 3 | 3 | 0.16% | 0.17% | 0.18% | Q3 2013 | Q1 2014 | 3 |
Bares Capital Management | 3 | 3 | 0.06% | 0.09% | 0.10% | Q2 2014 | Q4 2014 | 3 |
SOL Capital Management CO | 2 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q3 2017 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2013 | 3 |
SCHOLTZ & COMPANY, LLC | 3 | 3 | 0.23% | 1.30% | 1.87% | Q2 2019 | Q4 2019 | 3 |
Argent Wealth Management LLC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q2 2020 | 3 |
RESOURCE CONSULTING GROUP INC | 3 | 3 | 0.21% | 0.23% | 0.24% | Q4 2021 | Q2 2022 | 3 |
Coronation Fund Managers Ltd. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Confluence Wealth Services, Inc. | 3 | 3 | 0.14% | 0.18% | 0.24% | Q4 2021 | Q2 2022 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 3 |
SHERBROOKE PARK ADVISERS LLC | 3 | 3 | 0.37% | 0.53% | 0.77% | Q4 2022 | Q2 2023 | 3 |
Decatur Capital Management, Inc. | 3 | 3 | 1.29% | 1.36% | 1.43% | Q3 2019 | Q1 2020 | 3 |
GARRISON POINT ADVISORS, LLC | 3 | 3 | 0.16% | 0.17% | 0.19% | Q1 2023 | Q3 2023 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Capital Advisory Group Advisory Services, LLC | 3 | 3 | 0.00% | 0.03% | 0.08% | Q1 2020 | Q3 2020 | 3 |
NatWest Group plc | 2 | 1 | 0.04% | 0.07% | 0.10% | Q4 2014 | Q3 2015 | 3 |
Human Investing LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2020 | 3 |
Franklin, Parlapiano, Turner & Welch, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q3 2015 | Q1 2016 | 3 |
OVERSEA-CHINESE BANKING Corp Ltd | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
St. James Investment Company, LLC | 3 | 3 | 0.06% | 0.18% | 0.31% | Q2 2016 | Q4 2016 | 3 |
Steinberg Global Asset Management | 1 | 1 | 0.03% | 0.03% | 0.04% | Q2 2017 | Q1 2019 | 3 |
STRATEGIC INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.08% | 0.10% | 0.12% | Q3 2014 | Q1 2015 | 3 |
Gallacher Capital Management LLC | 2 | 1 | 0.15% | 0.20% | 0.28% | Q4 2022 | Q3 2023 | 3 |
SUMMITRY LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q4 2021 | 3 |
Tweedy, Browne Co LLC | 3 | 3 | 0.24% | 0.25% | 0.27% | Q2 2013 | Q4 2013 | 3 |
StoneX Group Inc. | 2 | 1 | 0.24% | 0.35% | 0.53% | Q2 2017 | Q3 2022 | 3 |
NICOLET ADVISORY SERVICES, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Signator Financial Services, Inc. | 3 | 3 | 0.19% | 0.20% | 0.22% | Q1 2013 | Q3 2013 | 3 |
Avion Wealth | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Harvest Investment Services, LLC | 3 | 3 | 0.16% | 0.17% | 0.21% | Q4 2018 | Q2 2019 | 3 |
DELTEC ASSET MANAGEMENT LLC | 3 | 3 | 0.31% | 0.43% | 0.64% | Q4 2019 | Q2 2020 | 3 |
China Universal Asset Management Co., Ltd. | 3 | 3 | 0.01% | 0.05% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Graticule Asia Macro Advisors LLC | 3 | 3 | 0.02% | 0.03% | 0.05% | Q1 2018 | Q3 2018 | 3 |
Solidarity Wealth, LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2022 | Q3 2022 | 3 |
AQR Arbitrage LLC | 3 | 3 | 0.11% | 0.11% | 0.12% | Q1 2015 | Q3 2015 | 3 |
Family Legacy, Inc. | 3 | 3 | 0.10% | 0.10% | 0.11% | Q2 2018 | Q4 2018 | 3 |
SWS Partners | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2022 | 3 |
Revisor Wealth Management LLC | 3 | 3 | 0.27% | 0.30% | 0.34% | Q1 2023 | Q3 2023 | 3 |
KFG WEALTH MANAGEMENT, LLC | 3 | 3 | 0.18% | 0.29% | 0.37% | Q1 2023 | Q3 2023 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.02% | 0.03% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Tanager Wealth Management LLP | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Golden State Equity Partners | 3 | 3 | 0.14% | 0.14% | 0.15% | Q1 2021 | Q3 2021 | 3 |
OptiFour Integrated Wealth Management, LLC | 3 | 3 | 0.90% | 0.91% | 0.92% | Q2 2019 | Q4 2019 | 3 |
C-J Advisory, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
MANA Advisors LLC | 2 | 1 | 0.18% | 0.38% | 0.65% | Q4 2017 | Q1 2019 | 3 |
Legacy Trust | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
INTEGRATED WEALTH COUNSEL, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Curran Financial Partners, LLC | 3 | 3 | 0.20% | 0.25% | 0.30% | Q4 2020 | Q2 2021 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q4 2020 | Q2 2021 | 3 |
Global Financial Private Capital, Inc | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 3 |
Spouting Rock Asset Management, LLC | 3 | 3 | 0.66% | 0.68% | 0.69% | Q1 2023 | Q3 2023 | 3 |
AlphaOne Investment Services, LLC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q3 2017 | Q1 2018 | 3 |
DRW Securities, LLC | 1 | 1 | 0.00% | 0.03% | 0.08% | Q4 2017 | Q3 2023 | 3 |
Ironsides Asset Advisors, LLC | 3 | 3 | 0.14% | 0.18% | 0.20% | Q2 2016 | Q4 2016 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 3 |
UNIQUE WEALTH, LLC | 3 | 3 | 0.10% | 0.16% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
SMITH CAPITAL MANAGEMENT INC /AR/ADV | 2 | 1 | 0.13% | 0.15% | 0.16% | Q1 2019 | Q4 2019 | 3 |
McCarthy Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Independent Wealth Network Inc. | 3 | 3 | 0.14% | 0.15% | 0.17% | Q3 2021 | Q1 2022 | 3 |
TEALWOOD ASSET MANAGEMENT INC | 3 | 3 | 1.00% | 1.07% | 1.15% | Q2 2023 | Q4 2023 | 3 |
Aquatic Capital Management LLC | 3 | 3 | 0.00% | 0.22% | 0.60% | Q1 2023 | Q3 2023 | 3 |
WealthStone, Inc. | 2 | 1 | 0.06% | 0.08% | 0.10% | Q2 2019 | Q1 2021 | 3 |
IronBridge Private Wealth, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q2 2021 | 3 |
Freedom Day Solutions, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2022 | Q3 2022 | 3 |
MADDEN SECURITIES Corp | 2 | 1 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q4 2022 | 3 |
Delta Financial Group, Inc. | 2 | 1 | 0.68% | 0.74% | 0.85% | Q4 2022 | Q3 2023 | 3 |
Concentric Capital Strategies, LP | 1 | 1 | 0.14% | 0.68% | 0.98% | Q3 2022 | Q3 2023 | 3 |
Convergence Investment Partners, LLC | 2 | 1 | 0.01% | 0.08% | 0.11% | Q1 2018 | Q1 2022 | 3 |
HC Financial Advisors, Inc. | 2 | 1 | 1.24% | 1.83% | 2.62% | Q4 2017 | Q3 2018 | 3 |
Iron Horse Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ENGINE NO. 1 LLC | 3 | 3 | 0.07% | 0.11% | 0.15% | Q2 2021 | Q4 2021 | 3 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2022 | 3 |
HBW ADVISORY SERVICES LLC | 3 | 3 | 0.21% | 0.28% | 0.42% | Q1 2023 | Q3 2023 | 3 |
Flaharty Asset Management, LLC | 2 | 1 | 0.00% | 0.09% | 0.13% | Q4 2017 | Q3 2023 | 3 |
WOODBURN R ROBERT JR | 3 | 3 | 2.20% | 2.58% | 2.91% | Q4 2012 | Q2 2013 | 3 |
Liontrust Investment Partners LLP | 1 | 1 | 0.01% | 0.09% | 0.21% | Q4 2020 | Q1 2023 | 3 |
Fortis Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q2 2018 | 3 |
Alyeska Investment Group, L.P. | 1 | 1 | 0.10% | 0.11% | 0.12% | Q1 2020 | Q1 2023 | 3 |
RIVERSEDGE ADVISORS, LLC | 2 | 1 | 0.07% | 0.08% | 0.08% | Q4 2021 | Q3 2022 | 3 |
Perennial Investment Advisors, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Faithward Advisors, LLC | 3 | 3 | 0.05% | 0.08% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Baader Bank Aktiengesellschaft | 3 | 3 | 0.03% | 0.06% | 0.07% | Q2 2022 | Q4 2022 | 3 |
Phillips Wealth Planners LLC | 3 | 3 | 0.39% | 0.52% | 0.59% | Q1 2023 | Q3 2023 | 3 |
GAMCO INVESTORS, INC. ET AL | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 3 |
VSR Financial Services, Inc. | 3 | 3 | 0.04% | 0.10% | 0.13% | Q2 2013 | Q4 2013 | 3 |
Majedie Asset Management Ltd | 3 | 3 | 0.49% | 0.52% | 0.56% | Q4 2020 | Q2 2021 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.23% | 0.25% | 0.28% | Q1 2023 | Q3 2023 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
HMS Capital Management, LLC | 2 | 1 | 0.04% | 0.10% | 0.13% | Q2 2019 | Q3 2022 | 3 |
GQ Asset Management, LLC | 3 | 3 | 0.12% | 0.16% | 0.21% | Q2 2019 | Q4 2019 | 3 |
Guidant Wealth Advisors | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2018 | 3 |
Talbot Financial, LLC | 2 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.19% | 0.20% | 0.22% | Q1 2023 | Q3 2023 | 3 |
HWG Holdings LP | 3 | 3 | 0.21% | 0.34% | 0.41% | Q2 2019 | Q4 2019 | 3 |
Pallas Capital Advisors LLC | 2 | 1 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 3 |
Burt Wealth Advisors | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2020 | 3 |
Advisors Preferred, LLC | 1 | 1 | 0.04% | 0.16% | 0.24% | Q1 2022 | Q3 2023 | 3 |
Meadow Creek Wealth Advisors LLC | 1 | 1 | 0.39% | 0.46% | 0.57% | Q4 2019 | Q3 2022 | 3 |
Investment Management Corp of Ontario | 3 | 3 | 0.17% | 0.18% | 0.20% | Q4 2022 | Q2 2023 | 3 |
Truepoint, Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q4 2019 | 3 |
AJO, LP | 2 | 1 | 0.01% | 0.03% | 0.04% | Q3 2018 | Q3 2019 | 3 |
Avalon Trust Co | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Sustainable Insight Capital Management, LLC | 1 | 1 | 0.11% | 0.16% | 0.23% | Q4 2020 | Q4 2022 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.16% | 0.20% | 0.28% | Q1 2023 | Q3 2023 | 3 |
Western Asset Management Company, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2020 | 3 |
Leucadia National | 3 | 3 | 0.02% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 3 |
TBH Global Asset Management, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.02% | 0.06% | 0.11% | Q2 2016 | Q1 2017 | 3 |
CYNOSURE ADVISORS, LLC | 3 | 3 | 0.11% | 0.13% | 0.15% | Q4 2017 | Q2 2018 | 3 |
Distillate Capital Partners LLC | 2 | 1 | 0.96% | 1.67% | 2.97% | Q3 2021 | Q3 2023 | 3 |
CenterBook Partners LP | 2 | 1 | 0.12% | 0.16% | 0.19% | Q2 2022 | Q1 2023 | 3 |
Epic Trust Investment Advisors, LLC | 3 | 3 | 0.25% | 0.31% | 0.36% | Q1 2023 | Q3 2023 | 3 |
Five Oceans Advisors | 3 | 3 | 0.24% | 0.25% | 0.27% | Q1 2023 | Q3 2023 | 3 |
Schonfeld Group Holdings LLC | 2 | 1 | 0.12% | 0.27% | 0.48% | Q4 2013 | Q4 2015 | 3 |
MIROVA | 2 | 1 | 0.01% | 0.04% | 0.06% | Q3 2020 | Q1 2022 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Astoria Portfolio Advisors LLC. | 3 | 3 | 0.17% | 0.18% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Aspen Grove Capital, LLC | 3 | 3 | 0.29% | 0.37% | 0.43% | Q4 2022 | Q2 2023 | 3 |
Capital One Investing, Inc. | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q3 2019 | 3 |
GLG INC. | 3 | 3 | 0.08% | 0.10% | 0.12% | Q2 2013 | Q4 2013 | 3 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q2 2022 | 3 |
Empire Financial Management Company, LLC | 3 | 3 | 1.14% | 1.23% | 1.37% | Q1 2023 | Q3 2023 | 3 |
Bristlecone Advisors, LLC | 1 | 1 | 0.01% | 0.07% | 0.12% | Q3 2017 | Q4 2019 | 3 |
Kalos Management, Inc. | 2 | 1 | 0.02% | 0.22% | 0.42% | Q4 2015 | Q2 2022 | 3 |
Imprint Wealth LLC | 3 | 3 | 0.58% | 0.72% | 0.94% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.10% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Veritas Investment Management LLP | 3 | 3 | 3.96% | 4.43% | 4.76% | Q1 2020 | Q3 2020 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.08% | 0.15% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Pinnacle West Asset Management, Inc. | 3 | 3 | 1.00% | 1.10% | 1.18% | Q1 2023 | Q3 2023 | 3 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.03% | 0.06% | 0.13% | Q1 2017 | Q2 2018 | 3 |
ABLE Financial Group, LLC | 3 | 3 | 0.18% | 0.20% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2018 | Q3 2018 | 3 |
MEITAV INVESTMENT HOUSE LTD | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2018 | Q3 2018 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q2 2022 | 3 |
Headlands Technologies LLC | 3 | 3 | 0.08% | 2.08% | 5.04% | Q1 2023 | Q3 2023 | 3 |
SORA INVESTORS LLC | 3 | 3 | 2.15% | 3.06% | 3.93% | Q1 2023 | Q3 2023 | 3 |
Man Investments Ltd | 2 | 1 | 0.02% | 0.04% | 0.07% | Q3 2013 | Q2 2014 | 3 |
Sapphire Star Partners LP | 3 | 3 | 0.50% | 0.96% | 1.50% | Q4 2015 | Q2 2016 | 3 |
Hamilton Capital, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 3 |
ML & R WEALTH MANAGEMENT LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Svenska Handelsbanken AB (publ) | 3 | 3 | 0.08% | 0.10% | 0.12% | Q1 2016 | Q3 2016 | 3 |
Eldridge Investment Advisors, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q3 2023 | 3 |
Financial Insights, Inc. | 1 | 1 | 0.02% | 0.17% | 0.28% | Q2 2021 | Q3 2023 | 3 |
PEG CAPITAL MANAGEMENT INC /NH/ | 3 | 3 | 4.11% | 4.17% | 4.20% | Q2 2013 | Q4 2013 | 3 |
Stockman Wealth Management, Inc. | 1 | 1 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 3 |
Paragon Capital Management LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2020 | 3 |
GFG Capital, LLC | 3 | 3 | 0.20% | 0.21% | 0.22% | Q4 2019 | Q2 2020 | 3 |
Parametrica Management Ltd | 1 | 1 | 0.36% | 1.53% | 3.57% | Q4 2014 | Q2 2020 | 3 |
IAT REINSURANCE CO LTD. | 2 | 1 | 1.17% | 2.63% | 3.42% | Q3 2016 | Q1 2022 | 3 |
Gitterman Wealth Management, LLC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Inscription Capital, LLC | 1 | 1 | 0.26% | 0.40% | 0.54% | Q2 2021 | Q2 2022 | 2 |
Alpha Paradigm Partners, LLC | 2 | 2 | 0.02% | 0.04% | 0.07% | Q3 2022 | Q4 2022 | 2 |
GFI Investment Counsel Ltd. | 2 | 2 | 9.03% | 9.39% | 9.76% | Q4 2016 | Q1 2017 | 2 |
NFJ INVESTMENT GROUP, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Intrua Financial, LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q1 2023 | 2 |
Stevard, LLC | 2 | 2 | 0.14% | 0.15% | 0.15% | Q2 2020 | Q3 2020 | 2 |
Claybrook Capital, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q2 2021 | 2 |
Tibra Equities Europe Ltd | 1 | 1 | 0.26% | 1.45% | 2.64% | Q3 2018 | Q1 2019 | 2 |
Keystone Wealth Services, LLC | 1 | 1 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q4 2022 | 2 |
SAROFIM FAYEZ | 1 | 1 | 0.82% | 0.88% | 0.95% | Q4 2012 | Q3 2013 | 2 |
First Pacific Financial | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Paul John Balson | 2 | 2 | 0.11% | 0.12% | 0.14% | Q1 2020 | Q2 2020 | 2 |
Flower City Capital | 2 | 2 | 0.23% | 0.26% | 0.28% | Q4 2021 | Q1 2022 | 2 |
Systematic Alpha Investments, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Level Financial Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Bell Asset Management Ltd | 2 | 2 | 1.17% | 1.24% | 1.30% | Q2 2023 | Q3 2023 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2016 | Q3 2016 | 2 |
Lineweaver Wealth Advisors, LLC | 2 | 2 | 0.29% | 0.31% | 0.33% | Q1 2022 | Q2 2022 | 2 |
Morningstar Investment Management LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
RPG Investment Advisory, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Mint Tower Capital Management B.V. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 2 |
WISCONSIN CAPITAL MANAGEMENT LLC | 2 | 2 | 0.17% | 0.17% | 0.17% | Q2 2019 | Q3 2019 | 2 |
Oliver Luxxe Assets LLC | 2 | 2 | 1.32% | 1.49% | 1.66% | Q4 2015 | Q1 2016 | 2 |
Folger Hill Asset Management LP | 1 | 1 | 0.10% | 0.10% | 0.11% | Q2 2017 | Q1 2018 | 2 |
Noked Israel Ltd | 2 | 2 | 0.35% | 0.36% | 0.37% | Q2 2019 | Q3 2019 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Invictus RG | 1 | 1 | 0.02% | 0.17% | 0.33% | Q2 2016 | Q2 2018 | 2 |
Full18 Capital LLC | 2 | 2 | 0.40% | 0.53% | 0.65% | Q3 2021 | Q4 2021 | 2 |
Brightworth | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.22% | 0.45% | Q2 2022 | Q4 2022 | 2 |
Lion Street Advisors, LLC | 1 | 1 | 0.06% | 0.39% | 0.73% | Q1 2020 | Q2 2021 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 1 | 1 | 0.10% | 0.12% | 0.12% | Q3 2021 | Q3 2023 | 2 |
Donald L. Hagan, LLC | 1 | 1 | 0.06% | 0.06% | 0.07% | Q3 2015 | Q1 2016 | 2 |
Genesis Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q2 2015 | 2 |
LFS ASSET MANAGEMENT | 2 | 2 | 1.14% | 1.57% | 1.99% | Q2 2022 | Q3 2022 | 2 |
CAPITAL ONE FINANCIAL CORP | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q2 2020 | 2 |
True North Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q4 2021 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Bridgefront Capital, LLC | 1 | 1 | 0.41% | 0.50% | 0.59% | Q3 2022 | Q2 2023 | 2 |
Second Half Financial Partners, LLC | 2 | 2 | 3.10% | 3.10% | 3.10% | Q1 2022 | Q2 2022 | 2 |
Advisor OS, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
OPSEU Pension Plan Trust Fund | 2 | 2 | 0.16% | 0.17% | 0.18% | Q2 2022 | Q3 2022 | 2 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
Acrospire Investment Management LLC | 1 | 1 | 0.01% | 0.05% | 0.10% | Q4 2016 | Q2 2017 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Citizens Business Bank | 1 | 1 | 0.14% | 0.15% | 0.16% | Q3 2015 | Q4 2016 | 2 |
Bray Capital Advisors | 1 | 1 | 0.00% | 0.02% | 0.05% | Q3 2015 | Q1 2019 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q2 2015 | 2 |
PLANNING ALTERNATIVES LTD /ADV | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q4 2017 | 2 |
BTC Capital Management, Inc. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q3 2022 | 2 |
BARING ASSET MANAGEMENT Ltd | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q4 2016 | 2 |
One Capital Management, LLC | 1 | 1 | 0.00% | 0.04% | 0.08% | Q3 2014 | Q1 2020 | 2 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q1 2015 | 2 |
BrandyTrust Global Partners, LP | 2 | 2 | 13.65% | 14.14% | 14.63% | Q3 2022 | Q4 2022 | 2 |
Bridgewater Advisors Inc. | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Torch Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
GAM SYSTEMATIC LLP | 2 | 2 | 0.13% | 0.18% | 0.23% | Q2 2017 | Q3 2017 | 2 |
FULTON BREAKEFIELD BROENNIMAN LLC | 2 | 2 | 0.81% | 0.88% | 0.94% | Q2 2023 | Q3 2023 | 2 |
Elkhorn Investments, LLC | 2 | 2 | 1.07% | 1.08% | 1.09% | Q1 2017 | Q2 2017 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.57% | 0.57% | 0.57% | Q4 2018 | Q1 2019 | 2 |
Coyle Financial Counsel LLC | 1 | 1 | 0.01% | 0.16% | 0.31% | Q2 2016 | Q2 2018 | 2 |
Tourbillon Capital Partners, L.P. | 1 | 1 | 0.56% | 0.68% | 0.79% | Q4 2014 | Q2 2017 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Stonehage Fleming (UK) Ltd | 2 | 2 | 0.50% | 0.52% | 0.54% | Q3 2015 | Q4 2015 | 2 |
STONERIDGE INVESTMENT PARTNERS LLC | 2 | 2 | 0.09% | 0.52% | 0.96% | Q4 2017 | Q1 2018 | 2 |
Scoria Capital Partners LP | 1 | 1 | 0.60% | 0.69% | 0.77% | Q1 2015 | Q3 2015 | 2 |
Tillar-Wenstrup Advisors, LLC | 2 | 2 | 1.02% | 1.10% | 1.18% | Q4 2013 | Q1 2014 | 2 |
STEWART W P & CO LTD | 2 | 2 | 0.10% | 0.16% | 0.22% | Q2 2013 | Q3 2013 | 2 |
New England Private Wealth Advisors LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q1 2018 | 2 |
Blackhawk Capital Partners LLC. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2018 | Q2 2018 | 2 |
Sachem Head Capital | 2 | 2 | 2.46% | 4.92% | 7.38% | Q1 2018 | Q2 2018 | 2 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.86% | 1.46% | 2.06% | Q4 2019 | Q1 2022 | 2 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 2 |
STRATTON MANAGEMENT CO | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q4 2015 | 2 |
ICONIQ Capital, LLC | 1 | 1 | 0.08% | 0.13% | 0.19% | Q1 2013 | Q3 2013 | 2 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.06% | 0.21% | 0.36% | Q2 2013 | Q2 2023 | 2 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q3 2016 | 2 |
Verum Partners LLC | 2 | 2 | 0.25% | 0.25% | 0.26% | Q2 2023 | Q3 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q1 2023 | 2 |
Strategic Investment Solutions, Inc. /IL | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
CTC Capital Management, LLC | 1 | 1 | 0.49% | 1.08% | 1.67% | Q1 2022 | Q3 2022 | 2 |
Redmond Asset Management, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q3 2013 | Q4 2013 | 2 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 1 | 1 | 0.09% | 0.13% | 0.17% | Q1 2020 | Q3 2023 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
SBB Research Group LLC | 2 | 2 | 0.30% | 0.30% | 0.30% | Q3 2022 | Q4 2022 | 2 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2019 | 2 |
Forum Private Client Group LLC | 1 | 1 | 0.15% | 0.15% | 0.16% | Q1 2022 | Q4 2022 | 2 |
Filament LLC | 2 | 2 | 0.12% | 0.15% | 0.18% | Q4 2015 | Q1 2016 | 2 |
Alpine Partners USVI, LLC | 1 | 1 | 0.10% | 0.53% | 0.96% | Q2 2013 | Q4 2013 | 2 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.43% | 0.51% | 0.59% | Q4 2019 | Q4 2020 | 2 |
Qsemble Capital Management, LP | 1 | 1 | 0.23% | 0.71% | 1.19% | Q4 2022 | Q2 2023 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
BOURGEON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
DERBY & COMPANY, INC | 2 | 2 | 0.24% | 0.24% | 0.25% | Q4 2017 | Q1 2018 | 2 |
Veritas Asset Management LLP | 2 | 2 | 2.61% | 2.62% | 2.63% | Q2 2023 | Q3 2023 | 2 |
Olympiad Research LP | 1 | 1 | 0.16% | 0.24% | 0.32% | Q4 2019 | Q3 2023 | 2 |
HOWARD HUGHES MEDICAL INSTITUTE | 2 | 2 | 1.00% | 1.52% | 2.04% | Q2 2013 | Q3 2013 | 2 |
AFFINITY WEALTH MANAGEMENT LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q4 2019 | 2 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 2 | 0.79% | 1.07% | 1.34% | Q1 2019 | Q2 2019 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.48% | 0.48% | 0.48% | Q3 2022 | Q4 2022 | 2 |
MKD WEALTH COACHES, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q2 2019 | 2 |
Goldstein Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Angeles Investment Advisors, LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q4 2021 | 2 |
Kula Investments, LLC | 2 | 2 | 0.10% | 0.14% | 0.19% | Q4 2022 | Q1 2023 | 2 |
PETREDIS INVESTMENT ADVISORS LLC | 2 | 2 | 0.31% | 0.33% | 0.36% | Q2 2023 | Q3 2023 | 2 |
Price Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2020 | 2 |
Wahed Invest LLC | 2 | 2 | 0.46% | 0.49% | 0.51% | Q2 2023 | Q3 2023 | 2 |
Jump Trading, LLC | 1 | 1 | 0.03% | 0.06% | 0.10% | Q4 2017 | Q1 2019 | 2 |
Jupiter Investment Management Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Wharton Business Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Private Wealth Group, LLC | 2 | 2 | 0.19% | 0.21% | 0.23% | Q2 2018 | Q3 2018 | 2 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 2 |
Moran Wealth Management, LLC | 2 | 2 | 0.18% | 0.19% | 0.21% | Q4 2022 | Q1 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q1 2023 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
BBVA USA | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q3 2021 | 2 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2016 | Q4 2016 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Winchester Group Inc. | 2 | 2 | 0.05% | 0.40% | 0.74% | Q2 2013 | Q3 2013 | 2 |
Shorepoint Capital Partners LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q1 2023 | 2 |
Westover Capital Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Scotia Asset Management L.P. | 2 | 2 | 0.20% | 0.20% | 0.20% | Q2 2013 | Q3 2013 | 2 |
Virginia National Bank | 2 | 2 | 0.10% | 0.14% | 0.17% | Q3 2018 | Q4 2018 | 2 |
Verus Financial Partners, Inc. | 1 | 1 | 0.03% | 0.06% | 0.09% | Q3 2020 | Q4 2021 | 2 |
Voleon Capital Management LP | 1 | 1 | 1.16% | 1.20% | 1.25% | Q4 2018 | Q3 2019 | 2 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 0.34% | 0.57% | 0.80% | Q4 2014 | Q1 2022 | 2 |
Oak Thistle LLC | 1 | 1 | 0.26% | 0.41% | 0.56% | Q4 2022 | Q3 2023 | 2 |
PENSECO FINANCIAL SERVICES CORP | 2 | 2 | 0.58% | 0.58% | 0.59% | Q2 2013 | Q3 2013 | 2 |
LVM CAPITAL MANAGEMENT LTD/MI | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2013 | Q3 2013 | 2 |
Ayrshire Capital Management LLC | 2 | 2 | 0.22% | 0.24% | 0.25% | Q4 2019 | Q1 2020 | 2 |
Strategic Wealth Management Group, LLC | 1 | 1 | 0.13% | 0.16% | 0.18% | Q1 2019 | Q4 2019 | 2 |
Brand Asset Management Group, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
ACT II MANAGEMENT, LP | 1 | 1 | 1.28% | 1.97% | 2.67% | Q2 2013 | Q4 2016 | 2 |
Lee Capital Holdings LLC | 1 | 1 | 0.69% | 0.86% | 1.04% | Q3 2021 | Q1 2022 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
Fosun International Ltd | 1 | 1 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q1 2022 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.26% | 0.28% | 0.30% | Q2 2013 | Q3 2013 | 2 |
CTC LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Noked Capital LTD | 2 | 2 | 0.35% | 0.36% | 0.37% | Q2 2019 | Q3 2019 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2023 | Q3 2023 | 2 |
CQS Cayman LP | 2 | 2 | 0.20% | 0.21% | 0.23% | Q2 2019 | Q3 2019 | 2 |
Amida Capital Management II, LLC | 2 | 2 | 0.22% | 0.29% | 0.36% | Q2 2013 | Q3 2013 | 2 |
LINCOLN CAPITAL CORP | 2 | 2 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q4 2022 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Meritage Group LP | 1 | 1 | 0.00% | 0.03% | 0.06% | Q4 2016 | Q3 2020 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.20% | 0.21% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Soros Fund Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 2 |
Values Added Financial LLC | 2 | 2 | 0.28% | 0.31% | 0.34% | Q2 2023 | Q3 2023 | 2 |
PROFESSIONAL PLANNING | 1 | 1 | 0.34% | 0.37% | 0.39% | Q2 2020 | Q4 2020 | 2 |
Marquette Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
L & S Advisors Inc | 2 | 2 | 0.20% | 0.21% | 0.22% | Q3 2019 | Q4 2019 | 2 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.18% | 0.19% | 0.21% | Q4 2018 | Q2 2021 | 2 |
Oak Point Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
LFA - Lugano Financial Advisors SA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2018 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.20% | 0.22% | 0.23% | Q2 2023 | Q3 2023 | 2 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 1 | 1 | 0.04% | 0.06% | 0.09% | Q2 2015 | Q4 2015 | 2 |
BARRETT & COMPANY, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
GUARDIAN INVESTMENT MANAGEMENT | 2 | 2 | 0.64% | 0.69% | 0.74% | Q2 2023 | Q3 2023 | 2 |
ELM ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q4 2020 | 2 |
Seminole Management Co., Inc. | 2 | 2 | 0.32% | 0.36% | 0.40% | Q1 2016 | Q2 2016 | 2 |
ORG Partners LLC | 2 | 2 | 0.10% | 0.14% | 0.18% | Q2 2023 | Q3 2023 | 2 |
EDENTREE ASSET MANAGEMENT Ltd | 2 | 2 | 0.05% | 0.14% | 0.23% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Winthrop Partners - WNY, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2016 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.95% | 0.98% | 1.00% | Q2 2023 | Q3 2023 | 2 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
ADVISORY RESEARCH INC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q3 2023 | 2 |
Bowling Portfolio Management LLC | 1 | 1 | 0.50% | 0.55% | 0.60% | Q3 2018 | Q3 2022 | 2 |
NICHOLAS COMPANY, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
INVENIO WEALTH PARTNERS LLC | 2 | 2 | 0.42% | 0.50% | 0.57% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.20% | 0.21% | 0.23% | Q2 2023 | Q3 2023 | 2 |
Retirement Solution Inc. | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q1 2022 | 2 |
INVESCO, LLC | 2 | 2 | 0.58% | 0.74% | 0.90% | Q2 2023 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Dechtman Wealth Management, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q3 2022 | Q4 2022 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Fiera Capital Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
SCHRODERS IS Ltd | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q2 2022 | 2 |
COWA, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 2 |
Ellsworth Advisors, LLC | 2 | 2 | 1.22% | 1.33% | 1.44% | Q2 2020 | Q3 2020 | 2 |
Donoghue Forlines LLC | 1 | 1 | 0.16% | 0.19% | 0.23% | Q3 2022 | Q3 2023 | 2 |
XML Financial, LLC | 2 | 2 | 0.09% | 0.11% | 0.12% | Q4 2019 | Q1 2020 | 2 |
STEEL GROVE CAPITAL ADVISORS, LLC | 1 | 1 | 0.05% | 0.49% | 0.93% | Q2 2013 | Q4 2016 | 2 |
Exchange Bank | 2 | 2 | 1.28% | 1.34% | 1.39% | Q2 2023 | Q3 2023 | 2 |
BRANDYWINE MANAGERS, LLC | 2 | 2 | 7.73% | 8.05% | 8.36% | Q1 2023 | Q2 2023 | 2 |
Doyle Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 2 |
Kaizen Financial Strategies | 2 | 2 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q1 2022 | 2 |
ABANCO INVESTORS LTD., LLC | 2 | 2 | 13.65% | 14.14% | 14.63% | Q3 2022 | Q4 2022 | 2 |
OAKVIEW CAPITAL MANAGEMENT, L.P. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2017 | 2 |
Foster Group, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
CWS Financial Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q4 2020 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 2 |
Tennessee Valley Asset Management Partners | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q1 2021 | 2 |
MIZUHO MARKETS AMERICAS LLC | 1 | 1 | 0.11% | 0.39% | 0.66% | Q4 2022 | Q3 2023 | 2 |
Athanor Capital, LP | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q4 2020 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q2 2021 | 2 |
Bowie Capital Management, LLC | 1 | 1 | 0.21% | 0.28% | 0.36% | Q3 2019 | Q1 2023 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Capricorn Fund Managers Ltd | 2 | 2 | 0.26% | 0.35% | 0.44% | Q1 2022 | Q2 2022 | 2 |
MIDWEST INVESTMENT MANAGEMENT LLC | 1 | 1 | 1.66% | 1.66% | 1.66% | Q2 2013 | Q2 2013 | 1 |
ARS Wealth Advisors Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Ardent Capital Management, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
BALLAST ADVISORS LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
CAZENOVE CAPITAL MANAGEMENT LTD | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
Optas, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Investment Research & Advisory Group, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Platte River Wealth Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
Future Financial Wealth Managment LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Briaud Financial Planning, Inc | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Investors Financial Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2019 | Q4 2019 | 1 |
Provident Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q2 2022 | Q2 2022 | 1 |
CBIZ Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MWA Asset Management | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2023 | Q3 2023 | 1 |
Watson Rebecca | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
Heartwood Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Belmont Capital, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
CXI Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
PRIVATE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
SAXON INTERESTS, INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
JBJ Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
NCM Capital Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
TCWP LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
Core Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Atwater Malick LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
HNP Capital LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2020 | Q1 2020 | 1 |
New World Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Sweet Financial Partners, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2023 | Q3 2023 | 1 |
SOUTHERN CAPITAL ADVISORS, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q1 2023 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
Insight Inv LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Jackson Hole Capital Partners, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Next Level Private LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
CM WEALTH ADVISORS LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
Claro Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q2 2017 | 1 |
Cynosure Group, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
Lee Capital Asset Management LLC | 1 | 1 | 3.83% | 3.83% | 3.83% | Q4 2019 | Q4 2019 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2023 | Q3 2023 | 1 |
Campbell Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
GLENHILL ADVISORS LLC | 1 | 1 | 2.30% | 2.30% | 2.30% | Q3 2017 | Q3 2017 | 1 |
Q3 Asset Management | 1 | 1 | 0.69% | 0.69% | 0.69% | Q3 2022 | Q3 2022 | 1 |
Nvest Financial, LLC | 1 | 1 | 2.25% | 2.25% | 2.25% | Q1 2022 | Q1 2022 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Retireful, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2023 | Q3 2023 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 1.09% | 1.09% | 1.09% | Q4 2022 | Q4 2022 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2017 | Q4 2017 | 1 |
Seneca House Advisors | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2018 | Q3 2018 | 1 |
Divergent Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Game Creek Capital, LP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2017 | Q4 2017 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Aubrey Capital Management Ltd | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
RETIREMENT INCOME SOLUTIONS, INC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2017 | Q4 2017 | 1 |
VIRIDIAN RIA, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
ERN LLC | 1 | 1 | 2.70% | 2.70% | 2.70% | Q2 2022 | Q2 2022 | 1 |
INTREPID CAPITAL MANAGEMENT INC /DE/ | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2013 | Q4 2013 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Carr Financial Group Corp | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
SPERO-SMITH INVESTMENT ADVISERS INC /OH | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2013 | Q2 2013 | 1 |
BOURNE LENT ASSET MANAGEMENT INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Tower View Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Landmark Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
First National Advisers, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Oak Asset Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Trellis Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Close Asset Management Ltd | 1 | 1 | 3.22% | 3.22% | 3.22% | Q2 2023 | Q2 2023 | 1 |
VILLERE ST DENIS J & CO LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
Meredith Wealth Planning | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
CAHABA WEALTH MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
DoubleLine ETF Adviser LP | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2022 | Q4 2022 | 1 |
FIDELITY D & D BANCORP INC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2023 | Q3 2023 | 1 |
ADVENT CAPITAL MANAGEMENT /DE/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Parplus Partners | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
SENTINEL ASSET MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CLARK FINANCIAL SERVICES GROUP INC /BD | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2022 | Q4 2022 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
SCOGGIN MANAGEMENT LP | 1 | 1 | 1.11% | 1.11% | 1.11% | Q3 2017 | Q3 2017 | 1 |
Commonwealth Retirement Investments LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2023 | Q3 2023 | 1 |
PALO ALTO WEALTH ADVISORS, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
MCIA Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Pembroke Management, LTD | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2019 | Q4 2019 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Longbow Finance SA | 1 | 1 | 1.82% | 1.82% | 1.82% | Q4 2022 | Q4 2022 | 1 |
WHV Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
AMARILLO NATIONAL BANK | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
LSV ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
DAVIS SELECTED ADVISERS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
West Tower Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
StellarOne CORP | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2013 | Q3 2013 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
STEPH & CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SYMPHONY ASSET MANAGEMENT LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
OFI INVEST ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
3Chopt Investment Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
ELEVATUS WELATH MANAGEMENT | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Temasek Holdings (Private) Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Rockwood Wealth Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
New Republic Capital, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
Stratos Investment Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
MATRIX ASSET ADVISORS INC/NY | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2013 | Q2 2013 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
EAGLE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Financial Security Advisor, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2023 | Q3 2023 | 1 |
ROGCO, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | 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 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
United Community Bank | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.86% | 0.86% | 0.86% | Q2 2021 | Q2 2021 | 1 |
Austin Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Gillson Capital LP | 1 | 1 | 2.22% | 2.22% | 2.22% | Q3 2023 | Q3 2023 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 1.49% | 1.49% | 1.49% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2023 | Q4 2023 | 1 |
Summit X, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
NVWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2013 | Q3 2013 | 1 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
black-and-white Capital LP | 1 | 1 | 1.64% | 1.64% | 1.64% | Q3 2017 | Q3 2017 | 1 |
Per Stirling Capital Management, LLC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Chiron Investment Management, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2023 | Q1 2023 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2016 | Q4 2016 | 1 |
ROBERTSON STEPHENS ADVISORS LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2017 | Q1 2017 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
AidennLair Capital Management LP | 1 | 1 | 2.24% | 2.24% | 2.24% | Q4 2017 | Q4 2017 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Exane Asset Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Johanson Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Chandler Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Signition LP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2018 | Q2 2018 | 1 |
TMD & ASSOCIATES, INC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2015 | Q4 2015 | 1 |
DARRELL & KING LLC | 1 | 1 | 4.73% | 4.73% | 4.73% | Q1 2020 | Q1 2020 | 1 |
FFT WEALTH MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Governors Lane LP | 1 | 1 | 1.97% | 1.97% | 1.97% | Q1 2018 | Q1 2018 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
TradeLink Capital LLC | 1 | 1 | 2.22% | 2.22% | 2.22% | Q1 2015 | Q1 2015 | 1 |
Pluribus Labs, LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2021 | Q4 2021 | 1 |
INVESTMENT COUNSELORS OF MARYLAND LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2013 | Q2 2013 | 1 |
Diversified Portfolios, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2014 | Q4 2014 | 1 |
Lebenthal Wealth Advisors, LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q2 2016 | Q2 2016 | 1 |
Quinn Opportunity Partners LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q3 2017 | Q3 2017 | 1 |
Keel Point Advisors, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2014 | Q4 2014 | 1 |
CenterStar Fund, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
PACIFIC SUN FINANCIAL CORP | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2017 | Q4 2017 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Teamwork Financial Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Crawford Lake Capital Management, LLC | 1 | 1 | 2.41% | 2.41% | 2.41% | Q1 2021 | Q1 2021 | 1 |
St. Johns Investment Management Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
SOUTH GEORGIA CAPITAL, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Blue Edge Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
E&G Advisors, LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2017 | Q4 2017 | 1 |
Parkwood LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q4 2013 | 1 |
Junto Capital Management LP | 1 | 1 | 0.78% | 0.78% | 0.78% | Q1 2023 | Q1 2023 | 1 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2022 | Q2 2022 | 1 |
EA Series Trust | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q1 2018 | Q1 2018 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2019 | Q1 2019 | 1 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 1 | 1 | 0.76% | 0.76% | 0.76% | Q2 2020 | Q2 2020 | 1 |
OLD REPUBLIC INTERNATIONAL CORP | 1 | 1 | 0.63% | 0.63% | 0.63% | Q1 2014 | Q1 2014 | 1 |
MRA Associates USA LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2019 | Q2 2019 | 1 |
Blume Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
CAMDEN NATIONAL CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
LVW Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
KAYS FINANCIAL ADVISORY CORP /ADV | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Strategic Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
ASHMORE WEALTH MANAGEMENT LLC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q2 2013 | Q2 2013 | 1 |
PRING TURNER CAPITAL GROUP INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q4 2013 | 1 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2013 | Q3 2013 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2017 | Q2 2017 | 1 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Quadrature Capital LLP | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2015 | Q2 2015 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 2.97% | 2.97% | 2.97% | Q1 2015 | Q1 2015 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2017 | Q2 2017 | 1 |
Hudock, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Madden Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Alerus Investment Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
Smith Affiliated Capital Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2012 | Q1 2012 | 1 |
Crestline Management, LP | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2023 | Q2 2023 | 1 |
New England Investment & Retirement Group, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Day & Ennis, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Neuberger Berman Canada ULC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
FDO Partners, LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2015 | Q4 2015 | 1 |
AFFINITY INVESTMENT ADVISORS, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
LMR Master Fund Ltd | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2013 | Q4 2013 | 1 |
Smart Portfolios, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
QUEST CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
Willow Street Advisors LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2013 | Q2 2013 | 1 |
Meru Capital Group, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2014 | Q4 2014 | 1 |
Kepos Capital LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2018 | Q2 2018 | 1 |
PointState Capital LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Cohen Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
THOMAS STORY & SON LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2013 | Q2 2013 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
York Capital Management Global Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2017 | Q3 2017 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2018 | Q2 2018 | 1 |
Aristotle Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2017 | Q3 2017 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
HS Management Partners, LLC | 1 | 1 | 1.81% | 1.81% | 1.81% | Q1 2021 | Q1 2021 | 1 |
Private Harbour Investment Management & Counsel, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2013 | Q2 2013 | 1 |
CALDWELL & ORKIN INC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2013 | Q2 2013 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2018 | Q2 2018 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Indices-Pac Research Corp. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2013 | Q3 2013 | 1 |
GALAXY CAPITAL TRADING LTD | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2013 | Q2 2013 | 1 |
Eagle Ridge Investment Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
RUSHMORE INVESTMENT ADVISORS, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2020 | Q4 2020 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2013 | Q2 2013 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Horizon Investment Services, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
Baltimore-Washington Financial Advisors Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Pentwater Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
OSTERWEIS CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
MIG Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Zuckerman Investment Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Bell Bank | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2016 | Q3 2016 | 1 |
KBI Global Investors Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
ICC CAPITAL MANAGEMENT INC/ | 1 | 1 | 0.62% | 0.62% | 0.62% | Q1 2015 | Q1 2015 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
Tradeworx Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2013 | Q3 2013 | 1 |
BANK OF STOCKTON | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2017 | Q4 2017 | 1 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
ARVEST TRUST CO N A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2016 | Q1 2016 | 1 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
COOLIDGE FRANCIS L | 1 | 1 | 1.70% | 1.70% | 1.70% | Q2 2013 | Q2 2013 | 1 |
Passport Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
Pergamon Offshore Advisors, L.P. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2014 | Q4 2014 | 1 |
Stellar Capital Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2013 | Q4 2013 | 1 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Southpoint Capital Advisors LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2020 | Q3 2020 | 1 |
Weil Company, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Zebra Capital Management LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2013 | Q2 2013 | 1 |
SeaBridge Investment Advisors LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q3 2023 | Q3 2023 | 1 |
Timber Hill LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
SELZ CAPITAL LLC | 1 | 1 | 2.45% | 2.45% | 2.45% | Q1 2018 | Q1 2018 | 1 |
WESTWOOD MANAGEMENT CORP /IL/ | 1 | 1 | 0.90% | 0.90% | 0.90% | Q4 2016 | Q4 2016 | 1 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2020 | Q1 2020 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
ALGERT GLOBAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC | 1 | 1 | 1.41% | 1.41% | 1.41% | Q3 2017 | Q3 2017 | 1 |
Mariner Wealth Advisors-Madison, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
SANDER CAPITAL ADVISORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
PRINCETON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
PAYDEN & RYGEL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
P.A.W. CAPITAL CORP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2013 | Q2 2013 | 1 |
WEST BANCORPORATION INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
CORBYN INVESTMENT MANAGEMENT INC/MD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2020 | Q4 2020 | 1 |
KLCM Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q2 2015 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 1.04% | 1.04% | 1.04% | Q2 2018 | Q2 2018 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Greenhouse Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
3D/L Capital Management, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2020 | Q4 2020 | 1 |
Campion Asset Management | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q1 2021 | 1 |
Navis Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Alpha DNA Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
M. Kulyk & Associates, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Hoese & Co LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Castellan Group | 1 | 1 | 1.08% | 1.08% | 1.08% | Q4 2020 | Q4 2020 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2022 | Q1 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
JANA PARTNERS LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2018 | Q2 2018 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q1 2022 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2022 | Q3 2022 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2013 | Q2 2013 | 1 |
Deuterium Capital Management, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2023 | Q2 2023 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
Marathon Asset Management Ltd | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2021 | Q3 2021 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2023 | Q1 2023 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
KB FINANCIAL PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Wellspring Financial Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
REBALANCE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Capstone Financial Group, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Hixon Zuercher, LLC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q4 2019 | Q4 2019 | 1 |
Westshore Wealth, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
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This page lists all the filers that currently own AUTOMATIC DATA PROCESSING IN or have owned AUTOMATIC DATA PROCESSING IN in the past.