Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.50% | 2.04% | Q2 2013 | Q3 2023 | 124 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 109 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.54% | 2.09% | Q2 2013 | Q3 2023 | 99 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.02% | 0.07% | Q1 2012 | Q3 2023 | 96 |
Citadel Advisors | 30 | 1 | 0.00% | 0.01% | 0.15% | Q2 2013 | Q3 2023 | 91 |
CIBC WORLD MARKET INC. | 42 | 42 | 0.00% | 1.59% | 5.94% | Q2 2013 | Q3 2023 | 87 |
TORONTO DOMINION BANK | 43 | 43 | 0.03% | 0.70% | 2.61% | Q1 2013 | Q3 2023 | 83 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 78 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 73 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.06% | Q1 2012 | Q3 2023 | 73 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 69 |
CREDIT SUISSE AG/ | 40 | 40 | 0.00% | 0.04% | 0.09% | Q4 2013 | Q3 2023 | 59 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.00% | 0.05% | 0.15% | Q1 2009 | Q3 2023 | 59 |
BANK OF NOVA SCOTIA | 43 | 43 | 0.00% | 1.08% | 2.01% | Q1 2013 | Q3 2023 | 54 |
Baskin Financial Services Inc. | 52 | 52 | 0.68% | 3.48% | 7.88% | Q4 2010 | Q3 2023 | 52 |
Twin Tree Management, LP | 24 | 4 | 0.00% | 0.02% | 0.09% | Q1 2015 | Q3 2023 | 52 |
JANE STREET GROUP, LLC | 31 | 7 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 51 |
WOLVERINE TRADING, LLC | 12 | 1 | 0.00% | 0.01% | 0.34% | Q2 2016 | Q4 2022 | 50 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.00% | 0.06% | 0.20% | Q4 2011 | Q3 2023 | 48 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 47 | 47 | 0.06% | 0.37% | 1.22% | Q1 2012 | Q3 2023 | 47 |
First Horizon Advisors, Inc. | 47 | 47 | 0.00% | 0.02% | 0.05% | Q1 2012 | Q3 2023 | 47 |
Cumberland Partners Ltd | 44 | 44 | 0.08% | 0.28% | 1.85% | Q4 2012 | Q3 2023 | 44 |
D. E. Shaw & Co., Inc. | 18 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q3 2023 | 44 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.00% | 0.06% | 0.30% | Q1 2013 | Q3 2023 | 43 |
Polar Asset Management Partners Inc. | 22 | 1 | 0.00% | 0.20% | 0.88% | Q4 2015 | Q1 2023 | 43 |
FULTON BANK, N.A. | 43 | 43 | 0.10% | 0.19% | 0.38% | Q2 2013 | Q4 2023 | 43 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.04% | 0.46% | 1.01% | Q2 2013 | Q3 2023 | 43 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.28% | 0.43% | Q3 2013 | Q3 2023 | 43 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 43 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Rathbones Group PLC | 42 | 42 | 0.02% | 0.12% | 0.32% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.05% | 0.65% | 1.36% | Q2 2013 | Q3 2023 | 42 |
Cullen Capital Management, LLC | 42 | 42 | 0.64% | 2.34% | 3.36% | Q2 2013 | Q3 2023 | 42 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 42 | 42 | 0.54% | 0.87% | 1.30% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.02% | 0.21% | 0.53% | Q2 2013 | Q3 2023 | 42 |
REAVES W H & CO INC | 42 | 42 | 2.12% | 3.19% | 4.12% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Hillsdale Investment Management Inc. | 42 | 42 | 0.14% | 1.24% | 2.46% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.01% | 0.03% | 0.06% | Q2 2012 | Q4 2022 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.01% | 0.07% | 0.27% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.50% | 1.09% | 1.62% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.18% | 0.41% | 0.80% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.05% | 0.16% | 0.25% | Q2 2013 | Q3 2023 | 42 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Walleye Trading LLC | 13 | 4 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Hanson & Doremus Investment Management | 42 | 42 | 0.02% | 0.13% | 0.20% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.25% | 0.32% | 0.37% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.02% | 0.08% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Alberta Investment Management Corp | 42 | 42 | 0.21% | 0.91% | 2.10% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Nexus Investment Management ULC | 42 | 42 | 0.38% | 0.49% | 0.58% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
GUYASUTA INVESTMENT ADVISORS INC | 42 | 42 | 1.77% | 2.39% | 2.83% | Q2 2013 | Q3 2023 | 42 |
TOMPKINS FINANCIAL CORP | 32 | 10 | 0.00% | 0.03% | 0.46% | Q2 2013 | Q4 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.04% | 0.10% | 0.18% | Q2 2013 | Q3 2023 | 42 |
JOHN G ULLMAN & ASSOCIATES INC | 42 | 42 | 1.21% | 1.84% | 2.68% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.00% | 0.07% | 0.21% | Q2 2013 | Q3 2023 | 42 |
NTV ASSET MANAGEMENT LLC | 42 | 42 | 0.11% | 0.40% | 0.83% | Q2 2013 | Q3 2023 | 42 |
LETKO, BROSSEAU & ASSOCIATES INC | 42 | 42 | 2.34% | 2.93% | 4.27% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
DAVENPORT & Co LLC | 42 | 42 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
SHELL ASSET MANAGEMENT CO | 42 | 42 | 0.01% | 0.28% | 0.58% | Q2 2013 | Q3 2023 | 42 |
LAZARD ASSET MANAGEMENT LLC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.04% | 0.12% | 0.32% | Q2 2013 | Q3 2023 | 42 |
D L CARLSON INVESTMENT GROUP INC | 42 | 42 | 0.05% | 0.70% | 1.40% | Q2 2013 | Q3 2023 | 42 |
Laffer Tengler Investments, Inc. | 42 | 42 | 0.02% | 0.44% | 1.87% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.57% | 1.76% | 4.06% | Q2 2013 | Q3 2023 | 42 |
Edgemoor Investment Advisors, Inc. | 42 | 42 | 0.07% | 0.22% | 0.60% | Q2 2013 | Q3 2023 | 42 |
BANK OF NOVA SCOTIA TRUST CO | 42 | 42 | 3.34% | 4.65% | 7.86% | Q2 2013 | Q3 2023 | 42 |
INTRUST BANK NA | 42 | 42 | 0.04% | 0.10% | 0.17% | Q2 2013 | Q3 2023 | 42 |
SCOTIA CAPITAL INC. | 42 | 42 | 2.35% | 2.76% | 3.86% | Q2 2013 | Q3 2023 | 42 |
CRAWFORD INVESTMENT COUNSEL INC | 42 | 42 | 0.06% | 0.32% | 0.82% | Q2 2013 | Q3 2023 | 42 |
Renaissance Technologies | 42 | 42 | 0.00% | 0.12% | 0.34% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.11% | 0.14% | 0.17% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.09% | 0.22% | 0.47% | Q2 2013 | Q3 2023 | 42 |
GUARDIAN CAPITAL LP | 42 | 42 | 0.01% | 0.76% | 1.92% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.01% | 0.08% | 0.34% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.08% | 0.21% | 0.41% | Q2 2013 | Q3 2023 | 42 |
Lipe & Dalton | 42 | 42 | 0.28% | 1.21% | 2.96% | Q2 2013 | Q3 2023 | 42 |
Addenda Capital Inc. | 42 | 42 | 0.13% | 1.42% | 4.96% | Q2 2013 | Q3 2023 | 42 |
Bollard Group LLC | 42 | 42 | 0.24% | 0.40% | 0.72% | Q2 2013 | Q3 2023 | 42 |
Verity & Verity, LLC | 42 | 42 | 1.14% | 1.71% | 2.12% | Q2 2013 | Q3 2023 | 42 |
INTACT INVESTMENT MANAGEMENT INC. | 42 | 42 | 1.00% | 2.87% | 6.40% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.03% | 0.10% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Allianz Asset Management GmbH | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
JARISLOWSKY, FRASER Ltd | 42 | 42 | 0.06% | 0.12% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Tower Research Capital LLC (TRC) | 42 | 42 | 0.00% | 0.03% | 0.35% | Q2 2013 | Q3 2023 | 42 |
LOGAN CAPITAL MANAGEMENT INC | 42 | 42 | 0.02% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Garrison Asset Management, LLC | 42 | 42 | 0.17% | 0.35% | 0.53% | Q2 2013 | Q3 2023 | 42 |
GUARDIAN CAPITAL ADVISORS LP | 42 | 42 | 1.68% | 2.79% | 3.89% | Q2 2013 | Q3 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.06% | 0.44% | 1.25% | Q2 2013 | Q3 2023 | 42 |
Cohen Capital Management, Inc. | 42 | 42 | 0.06% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Fiera Capital Corp | 42 | 42 | 0.01% | 0.23% | 1.12% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
EXANE DERIVATIVES | 30 | 30 | 0.00% | 0.30% | 1.49% | Q4 2014 | Q1 2022 | 41 |
ACADIAN ASSET MANAGEMENT LLC | 41 | 41 | 0.28% | 0.61% | 1.04% | Q3 2013 | Q3 2023 | 41 |
Cambridge Investment Research Advisors, Inc. | 31 | 10 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 41 |
K.J. Harrison & Partners Inc | 41 | 41 | 0.08% | 0.96% | 3.23% | Q3 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
Madden Advisory Services, Inc. | 41 | 41 | 0.19% | 0.38% | 0.99% | Q2 2013 | Q2 2023 | 41 |
BOKF, NA | 32 | 9 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 41 |
MACKENZIE FINANCIAL CORP | 30 | 11 | 0.16% | 0.44% | 0.92% | Q2 2013 | Q3 2023 | 41 |
BANK OF HAWAII | 41 | 41 | 0.02% | 0.26% | 0.68% | Q2 2013 | Q2 2023 | 41 |
TRUST CO OF VERMONT | 33 | 8 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 41 |
HighTower Advisors, LLC | 33 | 8 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 29 | 12 | 0.04% | 0.11% | 0.17% | Q2 2013 | Q3 2023 | 41 |
USS Investment Management Ltd | 33 | 2 | 0.00% | 0.11% | 0.93% | Q4 2012 | Q3 2023 | 41 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 35 | 6 | 0.02% | 0.30% | 0.85% | Q2 2013 | Q3 2023 | 41 |
DUNCKER STREETT & CO INC | 25 | 16 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
GUGGENHEIM CAPITAL LLC | 36 | 5 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
AXA S.A. | 27 | 14 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 41 |
Parkside Financial Bank & Trust | 41 | 41 | 0.05% | 0.12% | 0.16% | Q3 2013 | Q3 2023 | 41 |
DekaBank Deutsche Girozentrale | 41 | 41 | 0.10% | 0.31% | 0.62% | Q3 2013 | Q3 2023 | 41 |
1832 Asset Management L.P. | 25 | 16 | 0.64% | 1.36% | 2.19% | Q2 2013 | Q3 2023 | 41 |
FDx Advisors, Inc. | 41 | 41 | 0.02% | 0.10% | 0.18% | Q3 2013 | Q3 2023 | 41 |
DAVIS-REA LTD. | 40 | 40 | 0.94% | 2.81% | 10.30% | Q2 2013 | Q1 2023 | 40 |
SMITH, MOORE & CO. | 40 | 40 | 0.03% | 0.13% | 0.24% | Q4 2013 | Q3 2023 | 40 |
Compagnie Lombard Odier SCmA | 40 | 40 | 0.00% | 0.01% | 0.07% | Q4 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.00% | 0.02% | 0.08% | Q4 2013 | Q3 2023 | 40 |
NAPLES GLOBAL ADVISORS, LLC | 40 | 40 | 0.23% | 0.45% | 0.70% | Q4 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.03% | 0.06% | Q4 2013 | Q3 2023 | 40 |
JCIC Asset Management Inc. | 26 | 14 | 0.01% | 0.93% | 4.34% | Q2 2013 | Q3 2023 | 40 |
FIRST TRUST ADVISORS LP | 35 | 5 | 0.02% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 40 |
Financial Architects, Inc | 35 | 5 | 0.27% | 0.77% | 5.11% | Q2 2013 | Q2 2023 | 40 |
Saturna Capital CORP | 40 | 40 | 0.01% | 0.06% | 0.09% | Q2 2013 | Q1 2023 | 40 |
NATIXIS | 39 | 1 | 0.02% | 0.11% | 0.33% | Q2 2013 | Q3 2023 | 40 |
Capital Research Global Investors | 36 | 3 | 0.02% | 0.19% | 0.41% | Q2 2013 | Q3 2023 | 39 |
Hilltop Holdings Inc. | 39 | 39 | 0.10% | 0.25% | 0.55% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.04% | 0.09% | 0.25% | Q1 2014 | Q3 2023 | 39 |
Connor, Clark & Lunn Investment Management Ltd. | 39 | 39 | 0.32% | 1.10% | 1.98% | Q1 2014 | Q3 2023 | 39 |
NATIXIS ADVISORS, L.P. | 39 | 39 | 0.00% | 0.10% | 0.18% | Q1 2014 | Q3 2023 | 39 |
COMERICA BANK | 39 | 39 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q4 2022 | 39 |
UBS Group AG | 36 | 36 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 39 |
Beaumont Financial Partners, LLC | 38 | 38 | 0.03% | 0.14% | 0.81% | Q2 2013 | Q3 2022 | 38 |
PITTENGER & ANDERSON INC | 38 | 38 | 0.02% | 0.15% | 0.28% | Q2 2014 | Q3 2023 | 38 |
STATE OF WISCONSIN INVESTMENT BOARD | 22 | 16 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 38 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 21 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 38 |
J.P. Morgan Private Wealth Advisors LLC | 34 | 4 | 0.01% | 0.03% | 0.13% | Q1 2014 | Q3 2023 | 38 |
Advisors Asset Management, Inc. | 26 | 12 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 38 |
Ashfield Capital Partners, LLC | 38 | 38 | 0.03% | 0.07% | 0.15% | Q2 2013 | Q3 2022 | 38 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.03% | 0.08% | Q4 2014 | Q3 2023 | 38 |
AGF INVESTMENTS INC. | 38 | 38 | 0.01% | 0.31% | 1.11% | Q2 2013 | Q3 2022 | 38 |
CITY HOLDING CO | 38 | 38 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q3 2023 | 38 |
TWO SIGMA INVESTMENTS, LP | 26 | 1 | 0.00% | 0.15% | 0.33% | Q2 2013 | Q1 2023 | 37 |
BlackRock Inc. | 27 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 37 |
WEDBUSH SECURITIES INC | 37 | 37 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q2 2022 | 37 |
BNP PARIBAS FINANCIAL MARKETS | 23 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 37 |
GODSEY & GIBB, INC | 32 | 1 | 1.68% | 2.50% | 12.16% | Q2 2013 | Q3 2023 | 37 |
BESSEMER GROUP INC | 34 | 1 | 0.00% | 0.01% | 0.11% | Q4 2013 | Q3 2023 | 37 |
MILLER HOWARD INVESTMENTS INC /NY | 31 | 6 | 0.09% | 0.89% | 2.65% | Q2 2013 | Q3 2023 | 37 |
Moors & Cabot, Inc. | 37 | 37 | 0.04% | 0.07% | 0.10% | Q3 2014 | Q3 2023 | 37 |
FORTE CAPITAL LLC /ADV | 37 | 37 | 0.11% | 0.25% | 0.41% | Q3 2014 | Q3 2023 | 37 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2022 | 36 |
Sigma Planning Corp | 36 | 36 | 0.02% | 0.06% | 0.14% | Q4 2014 | Q3 2023 | 36 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.00% | 0.28% | 0.94% | Q4 2014 | Q3 2023 | 36 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 22 | 2 | 0.00% | 0.06% | 0.22% | Q3 2013 | Q3 2023 | 36 |
CIDEL ASSET MANAGEMENT INC | 36 | 36 | 0.03% | 0.18% | 0.74% | Q4 2014 | Q3 2023 | 36 |
Bison Wealth, LLC | 36 | 36 | 0.07% | 0.23% | 0.33% | Q4 2014 | Q3 2023 | 36 |
Parallax Volatility Advisers, L.P. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2019 | 36 |
CHEMUNG CANAL TRUST CO | 20 | 16 | 0.06% | 0.75% | 2.06% | Q3 2014 | Q4 2023 | 36 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 19 | 17 | 0.00% | 0.29% | 1.00% | Q2 2013 | Q3 2023 | 36 |
VOYA INVESTMENT MANAGEMENT LLC | 22 | 3 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2023 | 36 |
GLENMEDE TRUST CO NA | 32 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 36 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.00% | 0.07% | 0.20% | Q2 2013 | Q4 2021 | 35 |
KCM INVESTMENT ADVISORS LLC | 20 | 15 | 0.07% | 0.15% | 0.25% | Q2 2013 | Q3 2023 | 35 |
MILLENNIUM MANAGEMENT LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 35 |
VANGUARD GROUP INC | 35 | 35 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q3 2023 | 35 |
Cordasco Financial Network | 35 | 35 | 0.48% | 0.87% | 2.01% | Q4 2013 | Q2 2022 | 35 |
PEAK6 Group LLC | 6 | 5 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q1 2018 | 35 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 35 | 35 | 0.02% | 0.15% | 0.45% | Q2 2013 | Q4 2021 | 35 |
SG Americas Securities, LLC | 28 | 3 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2022 | 34 |
Cardinal Capital Management, Inc. | 17 | 17 | 0.02% | 1.41% | 5.31% | Q1 2015 | Q3 2023 | 34 |
Cutler Group LLC / CA | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2022 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q3 2021 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 34 |
DORCHESTER WEALTH MANAGEMENT Co | 34 | 34 | 0.10% | 2.98% | 3.70% | Q2 2015 | Q3 2023 | 34 |
PEAK6 Investments LLC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 34 |
Estabrook Capital Management | 34 | 34 | 0.01% | 0.01% | 0.12% | Q2 2013 | Q3 2021 | 34 |
REGENTATLANTIC CAPITAL LLC | 16 | 9 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2022 | 34 |
TWO SIGMA ADVISERS, LP | 20 | 1 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q2 2023 | 34 |
Raymond James Financial Services Advisors, Inc. | 33 | 1 | 0.01% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 34 |
DEAN INVESTMENT ASSOCIATES, LLC | 21 | 12 | 0.08% | 0.38% | 1.03% | Q2 2013 | Q3 2023 | 33 |
DE BURLO GROUP INC | 12 | 5 | 0.17% | 0.32% | 1.11% | Q2 2013 | Q3 2023 | 33 |
Candriam S.C.A. | 33 | 33 | 0.00% | 0.05% | 0.12% | Q4 2014 | Q4 2022 | 33 |
QS Investors, LLC | 33 | 33 | 0.02% | 0.07% | 0.17% | Q2 2013 | Q2 2021 | 33 |
Gotham Asset Management, LLC | 17 | 1 | 0.00% | 0.06% | 0.38% | Q3 2013 | Q4 2022 | 33 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 33 |
PRUDENTIAL PLC | 32 | 32 | 0.00% | 0.03% | 0.09% | Q4 2015 | Q3 2023 | 32 |
CHARTER RESEARCH & INVESTMENT GROUP, INC. | 24 | 8 | 1.42% | 2.03% | 2.68% | Q4 2014 | Q3 2023 | 32 |
SIGNATUREFD, LLC | 23 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 32 |
Grove Bank & Trust | 32 | 32 | 0.21% | 0.42% | 0.82% | Q4 2015 | Q3 2023 | 32 |
BLAIR WILLIAM & CO/IL | 26 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2022 | 32 |
WRAPMANAGER INC | 32 | 32 | 0.18% | 0.45% | 0.89% | Q4 2015 | Q3 2023 | 32 |
ASSETMARK, INC | 32 | 32 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 32 |
Epoch Investment Partners, Inc. | 30 | 2 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q2 2021 | 32 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 32 | 32 | 1.67% | 2.28% | 2.94% | Q2 2013 | Q1 2021 | 32 |
CIBC Private Wealth Group, LLC | 24 | 8 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q2 2022 | 32 |
Hexavest Inc. | 26 | 6 | 0.00% | 0.53% | 1.38% | Q2 2013 | Q2 2021 | 32 |
CREDIT AGRICOLE S A | 19 | 12 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 31 |
REGIONS FINANCIAL CORP | 17 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.02% | 0.07% | 0.13% | Q2 2013 | Q4 2020 | 31 |
Mariner, LLC | 29 | 2 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q3 2023 | 31 |
Gradient Investments LLC | 28 | 1 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 31 |
Allworth Financial LP | 18 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 31 |
Advisory Services Network, LLC | 27 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.02% | 0.09% | Q1 2016 | Q3 2023 | 31 |
GAMCO INVESTORS, INC. ET AL | 26 | 5 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2022 | 31 |
Voya Financial Advisors, Inc. | 30 | 30 | 0.03% | 0.09% | 0.13% | Q2 2016 | Q3 2023 | 30 |
PARK AVENUE SECURITIES LLC | 30 | 30 | 0.03% | 0.07% | 0.16% | Q2 2016 | Q3 2023 | 30 |
Capital International Investors | 30 | 30 | 0.01% | 0.12% | 0.35% | Q2 2013 | Q3 2020 | 30 |
State of Tennessee, Treasury Department | 28 | 2 | 0.03% | 0.16% | 0.30% | Q3 2013 | Q3 2023 | 30 |
Bruderman Asset Management, LLC | 30 | 30 | 2.42% | 3.15% | 3.85% | Q1 2015 | Q2 2022 | 30 |
INGALLS & SNYDER LLC | 30 | 30 | 0.09% | 0.12% | 0.19% | Q2 2016 | Q3 2023 | 30 |
FARMERS & MERCHANTS INVESTMENTS INC | 29 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 30 |
TRUST CO OF TOLEDO NA /OH/ | 30 | 30 | 0.05% | 0.25% | 0.44% | Q2 2013 | Q3 2020 | 30 |
Alley Co LLC | 30 | 30 | 0.84% | 1.20% | 2.74% | Q2 2013 | Q3 2020 | 30 |
MOTCO | 29 | 1 | 0.00% | 0.21% | 0.45% | Q3 2014 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 29 | 29 | 0.02% | 0.03% | 0.05% | Q3 2013 | Q3 2020 | 29 |
QUADRANT CAPITAL GROUP LLC | 29 | 29 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 29 |
AE Wealth Management LLC | 28 | 28 | 0.01% | 0.06% | 0.33% | Q4 2016 | Q3 2023 | 28 |
CAMDEN NATIONAL BANK | 28 | 28 | 1.11% | 1.75% | 2.50% | Q4 2016 | Q3 2023 | 28 |
Quantbot Technologies LP | 7 | 1 | 0.00% | 0.08% | 0.39% | Q2 2013 | Q3 2023 | 28 |
DEARBORN PARTNERS LLC | 20 | 8 | 0.02% | 0.13% | 0.34% | Q2 2013 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.01% | 0.05% | 0.09% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
MML INVESTORS SERVICES, LLC | 28 | 28 | 0.02% | 0.07% | 0.35% | Q4 2016 | Q3 2023 | 28 |
Probity Advisors, Inc. | 18 | 2 | 0.20% | 0.27% | 0.40% | Q2 2016 | Q3 2023 | 28 |
Bogart Wealth, LLC | 28 | 28 | 0.01% | 0.65% | 1.59% | Q4 2016 | Q3 2023 | 28 |
UNITED FIRE GROUP INC | 28 | 28 | 0.22% | 0.26% | 0.32% | Q2 2013 | Q1 2020 | 28 |
PREMIER ASSET MANAGEMENT LLC | 28 | 28 | 0.09% | 0.17% | 0.32% | Q3 2013 | Q2 2020 | 28 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 28 | 0.02% | 0.23% | 0.45% | Q4 2016 | Q3 2023 | 28 |
World Asset Management Inc | 28 | 28 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q1 2020 | 28 |
WEBSTER BANK, N. A. | 28 | 28 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
First Bank & Trust | 28 | 28 | 0.64% | 1.38% | 2.01% | Q4 2016 | Q3 2023 | 28 |
ETRADE Capital Management LLC | 24 | 4 | 0.00% | 0.09% | 0.23% | Q2 2013 | Q3 2020 | 28 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 27 | 27 | 0.10% | 0.20% | 0.36% | Q3 2013 | Q1 2020 | 27 |
STATE STREET CORP | 17 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 27 |
MURPHY CAPITAL MANAGEMENT INC | 27 | 27 | 0.04% | 0.10% | 0.16% | Q2 2013 | Q4 2019 | 27 |
Andra AP-fonden | 11 | 2 | 0.00% | 0.19% | 0.53% | Q3 2013 | Q3 2023 | 27 |
OMERS ADMINISTRATION Corp | 17 | 1 | 0.02% | 0.95% | 2.10% | Q4 2013 | Q3 2023 | 27 |
Highstreet Asset Management Inc. | 27 | 27 | 0.14% | 2.00% | 3.95% | Q2 2013 | Q4 2019 | 27 |
GEODE CAPITAL MANAGEMENT, LLC | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
RFG Advisory, LLC | 15 | 2 | 0.03% | 0.22% | 1.01% | Q2 2015 | Q3 2023 | 27 |
PEAPACK GLADSTONE FINANCIAL CORP | 27 | 27 | 0.01% | 0.07% | 0.13% | Q2 2013 | Q4 2019 | 27 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 16 | 11 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q1 2020 | 27 |
ClearBridge Investments | 21 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2020 | 27 |
NEXT Financial Group, Inc | 14 | 6 | 0.00% | 0.02% | 0.21% | Q2 2014 | Q4 2021 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.27% | 0.38% | 0.47% | Q1 2017 | Q3 2023 | 27 |
Scheer, Rowlett & Associates Investment Management Ltd. | 27 | 27 | 0.32% | 0.65% | 0.79% | Q2 2013 | Q4 2019 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 27 |
Cetera Investment Advisers | 13 | 2 | 0.02% | 0.07% | 0.22% | Q4 2015 | Q3 2023 | 27 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 27 | 27 | 0.19% | 0.39% | 0.63% | Q2 2013 | Q4 2019 | 27 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 19 | 2 | 0.01% | 1.10% | 3.09% | Q2 2013 | Q2 2022 | 27 |
GOFEN & GLOSSBERG LLC /IL/ | 21 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2022 | 27 |
BFSG, LLC | 27 | 27 | 0.21% | 0.49% | 0.96% | Q1 2017 | Q3 2023 | 27 |
Cubist Systematic Strategies, LLC | 6 | 1 | 0.00% | 0.03% | 0.10% | Q3 2014 | Q3 2023 | 27 |
Kavar Capital Partners, LLC | 25 | 2 | 0.00% | 0.81% | 1.47% | Q4 2013 | Q3 2020 | 27 |
FORSTA AP-FONDEN | 24 | 1 | 0.03% | 0.19% | 0.68% | Q4 2015 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2019 | 27 |
Stratos Wealth Partners, LTD. | 10 | 1 | 0.01% | 0.06% | 0.14% | Q2 2014 | Q3 2023 | 26 |
Atria Investments, Inc | 16 | 10 | 0.03% | 0.05% | 0.07% | Q3 2016 | Q3 2023 | 26 |
BURNEY CO/ | 10 | 1 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q2 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.04% | 0.19% | 0.44% | Q3 2016 | Q3 2023 | 26 |
Baker Ellis Asset Management LLC | 26 | 26 | 0.04% | 0.10% | 0.18% | Q2 2013 | Q3 2019 | 26 |
HAMEL ASSOCIATES, INC. | 15 | 11 | 0.12% | 0.69% | 1.40% | Q4 2013 | Q4 2020 | 26 |
Dynamic Advisor Solutions LLC | 9 | 4 | 0.01% | 0.71% | 1.90% | Q4 2013 | Q1 2022 | 26 |
Skandinaviska Enskilda Banken AB (publ) | 17 | 9 | 0.01% | 0.04% | 0.54% | Q4 2016 | Q3 2023 | 26 |
AQR Capital Management | 25 | 1 | 0.00% | 0.09% | 0.18% | Q4 2012 | Q2 2019 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.01% | 0.08% | 0.14% | Q2 2013 | Q3 2019 | 26 |
PRINCIPAL FINANCIAL GROUP INC | 26 | 26 | 0.09% | 0.15% | 0.20% | Q2 2017 | Q3 2023 | 26 |
JANUS HENDERSON GROUP PLC | 23 | 3 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 26 |
Laurel Wealth Advisors, Inc. | 26 | 26 | 0.13% | 0.37% | 0.90% | Q3 2016 | Q4 2022 | 26 |
BAHL & GAYNOR INC | 26 | 26 | 0.00% | 0.27% | 0.78% | Q2 2013 | Q3 2019 | 26 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 14 | 2 | 0.01% | 0.09% | 0.23% | Q2 2013 | Q1 2022 | 26 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 18 | 1 | 0.04% | 0.34% | 0.67% | Q2 2013 | Q1 2020 | 26 |
Greystone Managed Investments Inc. | 26 | 26 | 0.38% | 0.53% | 0.83% | Q2 2013 | Q3 2019 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.10% | 0.13% | 0.19% | Q2 2013 | Q3 2019 | 26 |
Sonora Investment Management, LLC | 25 | 25 | 0.01% | 0.01% | 0.03% | Q3 2015 | Q3 2021 | 25 |
OppenheimerFunds, Inc. | 25 | 25 | 0.01% | 0.04% | 0.05% | Q1 2013 | Q1 2019 | 25 |
COUNTRY TRUST BANK | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2022 | 25 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 24 | 1 | 0.00% | 0.03% | 0.06% | Q2 2015 | Q3 2022 | 25 |
COMMERCE BANK | 25 | 25 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2019 | 25 |
Evercore Wealth Management, LLC | 25 | 25 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2019 | 25 |
BROWN BROTHERS HARRIMAN & CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 25 |
Opus Capital Group, LLC | 19 | 1 | 0.03% | 0.07% | 0.15% | Q1 2014 | Q1 2021 | 25 |
UBS ASSET MANAGEMENT AMERICAS INC | 21 | 1 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q3 2021 | 25 |
WILLIAMS JONES & ASSOCIATES LLC | 25 | 25 | 0.02% | 0.07% | 0.28% | Q2 2013 | Q2 2019 | 25 |
Hamlin Capital Management, LLC | 25 | 25 | 2.21% | 3.40% | 4.31% | Q4 2013 | Q4 2019 | 25 |
ArchPoint Investors | 25 | 25 | 0.16% | 0.26% | 0.37% | Q4 2013 | Q4 2019 | 25 |
Maple Capital Management, Inc. | 25 | 25 | 0.05% | 0.88% | 1.50% | Q2 2013 | Q2 2019 | 25 |
Argent Trust Co | 22 | 2 | 0.02% | 0.08% | 0.12% | Q3 2017 | Q3 2023 | 24 |
EARNEST PARTNERS LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
BNP Paribas Asset Management Holding S.A. | 24 | 24 | 0.02% | 0.07% | 0.12% | Q2 2013 | Q1 2019 | 24 |
PRICE T ROWE ASSOCIATES INC /MD/ | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2022 | 24 |
NN Investment Partners Holdings N.V. | 13 | 11 | 0.01% | 0.04% | 0.06% | Q1 2016 | Q1 2022 | 24 |
Azimuth Capital Management LLC | 24 | 24 | 0.03% | 0.04% | 0.06% | Q3 2013 | Q2 2019 | 24 |
Jefferies Group LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q4 2019 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Bridgewater Associates | 12 | 1 | 0.01% | 0.09% | 0.39% | Q2 2013 | Q3 2023 | 24 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 23 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2019 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Carroll Financial Associates, Inc. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2021 | 24 |
First National Bank of Mount Dora, Trust Investment Services | 24 | 24 | 0.09% | 0.28% | 1.33% | Q2 2013 | Q1 2019 | 24 |
Verdence Capital Advisors LLC | 24 | 24 | 0.13% | 0.24% | 0.44% | Q4 2017 | Q3 2023 | 24 |
Claret Asset Management Corp | 24 | 24 | 0.39% | 0.51% | 0.65% | Q4 2017 | Q3 2023 | 24 |
Steinberg Global Asset Management | 24 | 24 | 0.52% | 0.81% | 1.13% | Q2 2013 | Q1 2019 | 24 |
Onex Canada Asset Management Inc. | 24 | 24 | 0.06% | 1.76% | 2.51% | Q4 2017 | Q3 2023 | 24 |
MONTRUSCO BOLTON INVESTMENTS INC. | 18 | 1 | 0.00% | 1.97% | 7.25% | Q2 2014 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
MUFG Americas Holdings Corp | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2010 | Q4 2018 | 24 |
Camarda Financial Advisors, LLC | 21 | 3 | 0.00% | 0.13% | 0.28% | Q2 2013 | Q2 2019 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.05% | 0.09% | 0.14% | Q4 2017 | Q3 2023 | 24 |
CWM, LLC | 13 | 1 | 0.00% | 0.05% | 0.06% | Q3 2015 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 23 | 23 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2018 | 23 |
Winslow, Evans & Crocker, Inc. | 15 | 8 | 0.00% | 0.01% | 0.08% | Q4 2013 | Q4 2020 | 23 |
Sawyer & Company, Inc | 23 | 23 | 0.05% | 0.17% | 0.30% | Q4 2017 | Q2 2023 | 23 |
Valeo Financial Advisors, LLC | 15 | 8 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 23 |
MGO ONE SEVEN LLC | 21 | 2 | 0.06% | 0.26% | 0.46% | Q4 2017 | Q3 2023 | 23 |
JONES FINANCIAL COMPANIES LLLP | 12 | 11 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 23 |
FIL Ltd | 22 | 1 | 0.06% | 0.68% | 1.55% | Q2 2013 | Q3 2023 | 23 |
Steward Partners Investment Advisory, LLC | 23 | 23 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 23 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 19 | 2 | 0.01% | 0.10% | 0.25% | Q4 2016 | Q3 2023 | 23 |
HENNESSY ADVISORS INC | 12 | 11 | 0.07% | 0.21% | 0.41% | Q1 2015 | Q3 2023 | 23 |
Man Group plc | 23 | 23 | 0.01% | 0.07% | 0.18% | Q1 2018 | Q3 2023 | 23 |
VIKING FUND MANAGEMENT LLC | 23 | 23 | 0.34% | 1.10% | 1.82% | Q1 2018 | Q3 2023 | 23 |
Ledyard National Bank | 23 | 23 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2018 | 23 |
MEEDER ASSET MANAGEMENT INC | 10 | 3 | 0.00% | 0.04% | 0.14% | Q3 2013 | Q3 2022 | 23 |
LSV ASSET MANAGEMENT | 23 | 23 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q1 2021 | 23 |
BREMER TRUST NATIONAL ASSOCIATION | 23 | 23 | 0.08% | 0.11% | 0.15% | Q2 2013 | Q4 2018 | 23 |
RAND WEALTH, LLC | 22 | 22 | 0.16% | 0.21% | 0.25% | Q2 2013 | Q3 2018 | 22 |
Moloney Securities Asset Management, LLC | 22 | 22 | 0.21% | 0.33% | 0.50% | Q4 2016 | Q1 2022 | 22 |
LS Investment Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 22 | 22 | 0.01% | 0.06% | 0.10% | Q2 2015 | Q3 2020 | 22 |
Plante Moran Financial Advisors, LLC | 12 | 2 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q3 2023 | 22 |
ONTARIO TEACHERS PENSION PLAN BOARD | 20 | 2 | 0.01% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 22 |
Cypress Capital Group | 22 | 22 | 0.04% | 0.06% | 0.08% | Q2 2018 | Q3 2023 | 22 |
Icon Wealth Partners, LLC | 19 | 3 | 0.02% | 0.08% | 0.18% | Q4 2017 | Q3 2023 | 22 |
IHT Wealth Management, LLC | 19 | 1 | 0.01% | 0.06% | 0.11% | Q4 2016 | Q1 2023 | 21 |
Bell Bank | 21 | 21 | 0.49% | 1.16% | 2.00% | Q2 2013 | Q2 2018 | 21 |
Korea Investment CORP | 11 | 1 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 21 |
SIG North Trading, ULC | 8 | 8 | 0.05% | 1.00% | 2.52% | Q4 2021 | Q3 2023 | 21 |
CITIZENS FINANCIAL GROUP INC/RI | 11 | 2 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q2 2023 | 21 |
Pinkerton Retirement Specialists, LLC | 21 | 21 | 0.06% | 1.09% | 2.70% | Q4 2014 | Q4 2019 | 21 |
Stonehage Fleming Financial Services Holdings Ltd | 12 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 21 |
ICON ADVISERS INC/CO | 16 | 5 | 0.02% | 0.21% | 0.54% | Q2 2013 | Q1 2020 | 21 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 21 | 21 | 0.12% | 0.37% | 0.78% | Q3 2013 | Q3 2018 | 21 |
AVIANCE CAPITAL MANAGEMENT, LLC | 8 | 5 | 0.00% | 0.83% | 1.76% | Q2 2013 | Q1 2019 | 21 |
Spot Trading L.L.C | 6 | 2 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q1 2017 | 21 |
Front Row Advisors LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.02% | 0.05% | 0.13% | Q2 2013 | Q2 2018 | 21 |
TDAM USA INC. | 21 | 21 | 0.01% | 0.03% | 0.06% | Q2 2014 | Q2 2019 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 21 |
HighPoint Advisor Group LLC | 16 | 1 | 0.02% | 0.08% | 0.27% | Q2 2016 | Q2 2022 | 21 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 20 | 20 | 0.02% | 0.22% | 0.44% | Q3 2013 | Q2 2018 | 20 |
Verition Fund Management LLC | 11 | 1 | 0.00% | 0.20% | 3.23% | Q2 2013 | Q1 2023 | 20 |
BAROMETER CAPITAL MANAGEMENT INC. | 9 | 1 | 0.01% | 1.76% | 5.11% | Q1 2015 | Q4 2022 | 20 |
Archer Investment Corp | 20 | 20 | 0.00% | 0.15% | 0.26% | Q4 2018 | Q3 2023 | 20 |
Cerity Partners LLC | 13 | 7 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 20 |
Unigestion Holding SA | 8 | 6 | 0.03% | 0.87% | 2.86% | Q2 2018 | Q3 2023 | 20 |
THOMASPARTNERS, INC. | 20 | 20 | 1.29% | 2.22% | 2.59% | Q2 2013 | Q1 2018 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 0.02% | 0.13% | 0.31% | Q4 2018 | Q3 2023 | 20 |
BALYASNY ASSET MANAGEMENT L.P. | 7 | 1 | 0.00% | 0.02% | 0.13% | Q3 2014 | Q3 2023 | 20 |
NOMURA ASSET MANAGEMENT CO LTD | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 20 |
GENESEE VALLEY TRUST CO | 20 | 20 | 0.15% | 0.20% | 0.24% | Q2 2013 | Q1 2018 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.02% | 0.05% | 0.09% | Q3 2017 | Q2 2022 | 20 |
DENVER INVESTMENT ADVISORS LLC | 20 | 20 | 0.08% | 0.10% | 0.14% | Q2 2013 | Q1 2018 | 20 |
Mn Services Vermogensbeheer B.V. | 10 | 1 | 0.01% | 0.05% | 0.59% | Q1 2016 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
HBK Sorce Advisory LLC | 16 | 4 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.25% | 0.41% | 0.76% | Q4 2018 | Q3 2023 | 20 |
MASTRAPASQUA ASSET MANAGEMENT INC | 14 | 1 | 0.07% | 0.10% | 0.16% | Q2 2013 | Q3 2018 | 20 |
Asset Dedication, LLC | 14 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 20 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 20 | 20 | 0.08% | 0.53% | 1.43% | Q4 2018 | Q3 2023 | 20 |
COLONY GROUP LLC | 19 | 1 | 0.01% | 0.11% | 0.18% | Q3 2015 | Q3 2023 | 20 |
Community Bank, N.A. | 20 | 20 | 0.00% | 0.03% | 0.12% | Q4 2018 | Q3 2023 | 20 |
NORTH POINT PORTFOLIO MANAGERS CORP/OH | 20 | 20 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q1 2018 | 20 |
COMMONWEALTH BANK OF AUSTRALIA | 16 | 4 | 0.00% | 0.04% | 0.07% | Q2 2013 | Q2 2019 | 20 |
B. Riley Wealth Management, Inc. | 14 | 6 | 0.00% | 0.08% | 0.18% | Q1 2014 | Q2 2022 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Patriot Financial Group Insurance Agency, LLC | 14 | 6 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2022 | 20 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
FineMark National Bank & Trust | 19 | 19 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2017 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.10% | 0.13% | 0.16% | Q1 2019 | Q3 2023 | 19 |
Simplicity Solutions, LLC | 13 | 3 | 0.01% | 0.06% | 0.14% | Q4 2016 | Q3 2023 | 19 |
Rodgers Brothers Inc. | 19 | 19 | 0.08% | 0.15% | 0.20% | Q1 2016 | Q3 2020 | 19 |
A.R.T. Advisors, LLC | 9 | 1 | 0.01% | 0.05% | 0.11% | Q3 2013 | Q3 2019 | 19 |
Rikoon Group, LLC | 19 | 19 | 0.08% | 0.80% | 2.32% | Q3 2016 | Q1 2021 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.01% | 0.07% | 0.17% | Q3 2018 | Q3 2023 | 19 |
FCM INVESTMENTS/TX | 19 | 19 | 0.06% | 0.64% | 0.90% | Q2 2013 | Q4 2017 | 19 |
ING GROEP NV | 9 | 2 | 0.01% | 0.04% | 0.10% | Q4 2017 | Q3 2023 | 19 |
OPTIMUM INVESTMENT ADVISORS | 12 | 7 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q4 2020 | 19 |
CAPITAL ADVISORS INC/OK | 19 | 19 | 0.26% | 0.97% | 1.42% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q2 2022 | 19 |
CPWM, LLC | 19 | 19 | 0.04% | 0.09% | 0.18% | Q1 2018 | Q3 2022 | 19 |
Ipswich Investment Management Co., Inc. | 18 | 1 | 0.04% | 0.09% | 0.10% | Q4 2018 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.02% | 0.13% | Q1 2019 | Q3 2023 | 19 |
Belpointe Asset Management LLC | 19 | 19 | 0.03% | 0.05% | 0.12% | Q1 2019 | Q3 2023 | 19 |
Investors Research Corp | 19 | 19 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
SHEETS SMITH WEALTH MANAGEMENT | 19 | 19 | 0.04% | 0.06% | 0.08% | Q1 2019 | Q3 2023 | 19 |
Keudell/Morrison Wealth Management | 19 | 19 | 0.38% | 0.73% | 1.00% | Q1 2019 | Q3 2023 | 19 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 18 |
Shulman DeMeo Asset Management LLC | 10 | 8 | 0.09% | 0.12% | 0.17% | Q1 2019 | Q3 2023 | 18 |
Laird Norton Wetherby Wealth Management, LLC | 15 | 1 | 0.02% | 0.04% | 0.07% | Q3 2017 | Q3 2023 | 18 |
Paloma Partners Management Co | 3 | 1 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q4 2021 | 18 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 13 | 2 | 0.00% | 0.07% | 0.12% | Q1 2015 | Q2 2022 | 18 |
SECURITY NATIONAL TRUST CO | 18 | 18 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2017 | 18 |
Crescent Grove Advisors, LLC | 18 | 18 | 0.14% | 0.22% | 0.30% | Q2 2017 | Q3 2021 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2017 | 18 |
BANCORPSOUTH INC | 18 | 18 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2017 | 18 |
FIRST INTERSTATE BANK | 18 | 18 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q4 2019 | 18 |
Vestmark Advisory Solutions, Inc. | 18 | 18 | 0.13% | 0.23% | 0.44% | Q1 2019 | Q2 2023 | 18 |
LGT CAPITAL PARTNERS LTD. | 14 | 4 | 0.03% | 0.93% | 2.15% | Q1 2015 | Q3 2023 | 18 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 7 | 2 | 0.01% | 0.06% | 0.09% | Q2 2013 | Q2 2020 | 18 |
AVANTAX ADVISORY SERVICES, INC. | 14 | 4 | 0.00% | 0.02% | 0.14% | Q4 2018 | Q3 2023 | 18 |
I.G. INVESTMENT MANAGEMENT, LTD. | 18 | 18 | 0.92% | 1.36% | 1.56% | Q2 2013 | Q3 2017 | 18 |
First Personal Financial Services | 11 | 7 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 18 |
FIRST MANHATTAN CO. LLC. | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 18 |
FIRST QUADRANT LLC/CA | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 18 |
Farmers & Merchants Trust Co of Chambersburg PA | 18 | 18 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q1 2021 | 18 |
GAMBLE JONES INVESTMENT COUNSEL | 10 | 7 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2017 | 17 |
Riverview Trust Co | 16 | 1 | 0.01% | 0.09% | 0.19% | Q1 2019 | Q3 2023 | 17 |
PCJ Investment Counsel Ltd. | 9 | 4 | 1.26% | 2.61% | 5.13% | Q4 2015 | Q4 2022 | 17 |
Atlantic Union Bankshares Corp | 17 | 17 | 0.00% | 0.69% | 1.20% | Q1 2014 | Q1 2018 | 17 |
CONNING INC. | 17 | 17 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2021 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.54% | 0.92% | 1.60% | Q4 2019 | Q4 2023 | 17 |
Yorktown Management & Research Co Inc | 12 | 1 | 0.05% | 0.15% | 0.31% | Q2 2013 | Q1 2018 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.17% | 0.26% | 0.33% | Q2 2013 | Q2 2017 | 17 |
MACQUARIE GROUP LTD | 12 | 2 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q4 2020 | 17 |
WFG Advisors, LP | 17 | 17 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q2 2017 | 17 |
Richard P Slaughter Associates Inc | 17 | 17 | 0.34% | 0.45% | 0.56% | Q4 2019 | Q4 2023 | 17 |
Crossvault Capital Management LLC | 17 | 17 | 0.21% | 0.27% | 0.35% | Q4 2013 | Q4 2017 | 17 |
Independent Portfolio Consultants, Inc. | 17 | 17 | 0.16% | 0.23% | 0.46% | Q2 2013 | Q2 2017 | 17 |
AJO, LP | 9 | 8 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q4 2019 | 17 |
WELCH & FORBES LLC | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
WASHINGTON TRUST BANK | 17 | 17 | 0.00% | 0.02% | 0.02% | Q1 2014 | Q1 2018 | 17 |
ADVISORY RESEARCH INC | 17 | 17 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2018 | 17 |
Glassman Wealth Services | 14 | 3 | 0.00% | 0.01% | 0.06% | Q3 2018 | Q3 2023 | 17 |
Mondrian Investment Partners LTD | 17 | 17 | 0.00% | 2.04% | 3.96% | Q2 2013 | Q2 2017 | 17 |
SYNOVUS FINANCIAL CORP | 11 | 1 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q2 2020 | 17 |
PRING TURNER CAPITAL GROUP INC | 17 | 17 | 2.04% | 2.63% | 3.38% | Q4 2014 | Q4 2018 | 17 |
Paradigm Financial Partners, LLC | 17 | 17 | 0.25% | 0.35% | 0.50% | Q3 2019 | Q3 2023 | 17 |
Inscription Capital, LLC | 9 | 2 | 0.05% | 0.11% | 0.20% | Q4 2018 | Q3 2023 | 17 |
ROPES WEALTH ADVISORS LLC | 17 | 17 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2019 | 17 |
Pinion Investment Advisors, LLC | 17 | 17 | 0.16% | 0.34% | 0.64% | Q3 2019 | Q3 2023 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.03% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 17 |
IAG Wealth Partners, LLC | 16 | 16 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Tradewinds Capital Management, LLC | 14 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2020 | 16 |
RPG Investment Advisory, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2021 | 16 |
Euro Pacific Asset Management, LLC | 16 | 16 | 0.72% | 1.44% | 3.12% | Q4 2019 | Q3 2023 | 16 |
Assenagon Asset Management S.A. | 13 | 1 | 0.01% | 0.06% | 0.21% | Q4 2016 | Q1 2021 | 16 |
PDT Partners, LLC | 10 | 1 | 0.02% | 0.30% | 0.53% | Q3 2013 | Q4 2019 | 16 |
EXCHANGE TRADED CONCEPTS, LLC | 12 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2023 | 16 |
Mitsubishi UFJ Trust & Banking Corp | 10 | 6 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 16 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.13% | 1.35% | 2.26% | Q4 2019 | Q3 2023 | 16 |
CAPITAL FUND MANAGEMENT S.A. | 4 | 1 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 16 |
STEVENS CAPITAL MANAGEMENT LP | 5 | 1 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q4 2019 | 16 |
Capital World Investors | 16 | 16 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 16 |
PRUDENTIAL FINANCIAL INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Wealth Alliance | 16 | 16 | 0.18% | 0.25% | 0.50% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.02% | 0.06% | 0.10% | Q4 2019 | Q3 2023 | 16 |
SRS Capital Advisors, Inc. | 10 | 6 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 16 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2014 | 16 |
Leisure Capital Management | 16 | 16 | 0.48% | 0.54% | 0.66% | Q4 2019 | Q3 2023 | 16 |
SPC Financial, Inc. | 16 | 16 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
VAUGHAN & Co SECURITIES, INC. | 16 | 16 | 0.39% | 0.52% | 0.62% | Q4 2019 | Q3 2023 | 16 |
WMS Partners, LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2013 | Q4 2017 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.00% | 0.06% | 0.20% | Q4 2019 | Q3 2023 | 16 |
MARATHON ASSET MANAGEMENT LLP | 16 | 16 | 0.25% | 0.33% | 0.42% | Q3 2017 | Q2 2021 | 16 |
EDGE ASSET MANAGEMENT, INC | 16 | 16 | 0.64% | 0.77% | 0.85% | Q2 2013 | Q1 2017 | 16 |
Texas Yale Capital Corp. | 10 | 6 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q2 2017 | 16 |
HM PAYSON & CO | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 16 |
TRANSCEND CAPITAL ADVISORS, LLC | 16 | 16 | 0.04% | 0.08% | 0.17% | Q4 2019 | Q3 2023 | 16 |
NATIONAL PLANNING CORP | 16 | 16 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q3 2017 | 16 |
AMUNDI ASSET MANAGEMENT US, INC. | 16 | 16 | 0.02% | 0.04% | 0.07% | Q2 2017 | Q1 2021 | 16 |
Cornerstone Advisors, Inc. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2019 | 16 |
NAVELLIER & ASSOCIATES INC | 6 | 4 | 0.01% | 0.40% | 1.96% | Q3 2012 | Q1 2019 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.02% | 0.03% | Q2 2016 | Q4 2019 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
OFI Advisors LLC | 11 | 4 | 0.01% | 0.01% | 0.02% | Q3 2011 | Q3 2015 | 15 |
EXENCIAL WEALTH ADVISORS, LLC | 14 | 1 | 0.01% | 0.12% | 0.22% | Q1 2013 | Q3 2023 | 15 |
Capital Investment Advisory Services, LLC | 11 | 4 | 0.03% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 15 |
Summit X, LLC | 15 | 15 | 0.03% | 0.10% | 0.12% | Q4 2019 | Q2 2023 | 15 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 15 | 15 | 0.10% | 0.14% | 0.20% | Q1 2020 | Q3 2023 | 15 |
Sentry Investments Corp. | 14 | 1 | 0.01% | 0.73% | 2.05% | Q2 2014 | Q1 2018 | 15 |
Achmea Investment Management B.V. | 15 | 15 | 0.01% | 0.06% | 0.29% | Q1 2020 | Q3 2023 | 15 |
PineBridge Investments, L.P. | 15 | 15 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q4 2016 | 15 |
WESTPAC BANKING CORP | 12 | 1 | 0.01% | 0.01% | 0.03% | Q1 2017 | Q1 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 15 |
INSTITUTIONAL CAPITAL LLC | 15 | 15 | 0.13% | 0.64% | 1.53% | Q2 2013 | Q4 2016 | 15 |
Dana Investment Advisors, Inc. | 15 | 15 | 0.05% | 0.12% | 0.73% | Q2 2013 | Q4 2016 | 15 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 15 | 15 | 0.00% | 0.26% | 0.84% | Q4 2019 | Q2 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Beutel, Goodman & Co Ltd. | 12 | 3 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 15 |
PANAGORA ASSET MANAGEMENT INC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Caprock Group, LLC | 13 | 2 | 0.06% | 0.10% | 0.19% | Q1 2016 | Q2 2020 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q4 2016 | 15 |
Cipher Capital LP | 5 | 1 | 0.03% | 0.16% | 0.42% | Q3 2013 | Q2 2022 | 15 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.04% | 0.16% | 0.55% | Q1 2012 | Q3 2022 | 15 |
GREENLEAF TRUST | 12 | 3 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2023 | 15 |
Value Partners Investments Inc. | 15 | 15 | 0.02% | 0.33% | 0.83% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Magnetar Financial LLC | 7 | 1 | 0.00% | 0.04% | 0.14% | Q2 2015 | Q4 2022 | 15 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 15 | 15 | 0.19% | 0.46% | 0.59% | Q1 2020 | Q3 2023 | 15 |
PacWest Financial Management Inc | 15 | 15 | 0.28% | 0.93% | 1.21% | Q2 2013 | Q4 2016 | 15 |
EATON VANCE MANAGEMENT | 8 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 15 |
SouthState Corp | 8 | 3 | 0.00% | 0.06% | 0.27% | Q2 2013 | Q2 2023 | 15 |
RATIONAL ADVISORS LLC | 13 | 1 | 0.00% | 0.23% | 0.61% | Q1 2010 | Q3 2020 | 15 |
Wambolt & Associates, LLC | 15 | 15 | 0.26% | 0.53% | 0.74% | Q1 2020 | Q3 2023 | 15 |
Balentine LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2023 | 15 |
LOOMIS SAYLES & CO L P | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BRR OpCo, LLC | 14 | 1 | 0.18% | 0.34% | 0.42% | Q2 2013 | Q1 2019 | 15 |
Lenox Wealth Advisors, LLC | 13 | 2 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2021 | 15 |
AMERICAN ASSET MANAGEMENT INC. | 14 | 14 | 0.15% | 0.21% | 0.30% | Q3 2016 | Q4 2019 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q1 2019 | 14 |
JAMES INVESTMENT RESEARCH INC | 11 | 3 | 0.00% | 0.42% | 1.42% | Q2 2013 | Q4 2016 | 14 |
Banque Cantonale Vaudoise | 14 | 14 | 0.00% | 0.01% | 0.07% | Q2 2020 | Q3 2023 | 14 |
PRIVATE TRUST CO NA | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2013 | Q3 2023 | 14 |
Natixis Investment Managers International | 8 | 1 | 0.00% | 0.12% | 0.33% | Q1 2014 | Q2 2022 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
ARGENT TRUST Co | 14 | 14 | 0.12% | 0.22% | 0.42% | Q4 2014 | Q1 2018 | 14 |
ADVISOR PARTNERS LLC | 14 | 14 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q2 2022 | 14 |
RHUMBLINE ADVISERS | 12 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 14 |
DIAMANT ASSET MANAGEMENT, INC. | 9 | 5 | 0.34% | 1.51% | 1.82% | Q1 2020 | Q3 2023 | 14 |
MASSMUTUAL TRUST CO FSB/ADV | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2023 | 14 |
Barrett Asset Management, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2021 | 14 |
Cetera Advisors LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Mawer Investment Management Ltd. | 14 | 14 | 0.71% | 0.97% | 1.25% | Q1 2016 | Q2 2019 | 14 |
AMERICAN CENTURY COMPANIES INC | 7 | 3 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 14 |
CVA Family Office, LLC | 14 | 14 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q2 2023 | 14 |
MERITAGE PORTFOLIO MANAGEMENT | 14 | 14 | 0.50% | 0.60% | 0.77% | Q2 2013 | Q3 2016 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.06% | 0.13% | 0.24% | Q2 2013 | Q3 2016 | 14 |
ACADIA TRUST NA | 14 | 14 | 2.32% | 2.70% | 2.91% | Q2 2013 | Q3 2016 | 14 |
Financial Management Professionals, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Global Financial Private Capital, Inc | 14 | 14 | 0.43% | 0.84% | 1.62% | Q1 2017 | Q2 2020 | 14 |
Summit Global Investments | 12 | 2 | 0.03% | 0.10% | 0.19% | Q1 2017 | Q3 2023 | 14 |
PORTLAND INVESTMENT COUNSEL INC. | 10 | 4 | 0.51% | 2.87% | 17.17% | Q2 2014 | Q3 2018 | 14 |
Oakworth Capital, Inc. | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2020 | 14 |
Capital Advisors, Ltd. LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
AHL Partners LLP | 14 | 14 | 0.02% | 0.09% | 0.25% | Q3 2014 | Q4 2017 | 14 |
Private Ocean, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2021 | 14 |
SIT INVESTMENT ASSOCIATES INC | 14 | 14 | 0.08% | 0.40% | 0.88% | Q4 2014 | Q1 2018 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.02% | 0.02% | 0.03% | Q4 2015 | Q1 2019 | 14 |
AlphaCrest Capital Management LLC | 9 | 5 | 0.06% | 0.40% | 0.88% | Q1 2019 | Q3 2022 | 14 |
Cribstone Capital Management, LLC | 14 | 14 | 0.04% | 0.08% | 0.12% | Q2 2016 | Q3 2019 | 14 |
Fieldpoint Private Securities, LLC | 7 | 1 | 0.00% | 0.02% | 0.06% | Q3 2017 | Q2 2022 | 13 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 13 | 13 | 1.24% | 1.70% | 2.24% | Q1 2013 | Q1 2016 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.07% | 0.09% | 0.11% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Archford Capital Strategies, LLC | 6 | 2 | 0.00% | 0.08% | 0.27% | Q1 2014 | Q2 2019 | 13 |
Ranger International Management, LP | 13 | 13 | 0.00% | 0.47% | 3.25% | Q2 2014 | Q2 2017 | 13 |
Elevated Capital Advisors, LLC | 5 | 1 | 0.37% | 0.54% | 0.71% | Q1 2019 | Q3 2023 | 13 |
Rehmann Capital Advisory Group | 5 | 1 | 0.01% | 0.05% | 0.21% | Q1 2011 | Q3 2019 | 13 |
FORA Capital, LLC | 7 | 1 | 0.02% | 0.13% | 0.28% | Q4 2019 | Q3 2023 | 13 |
Capital Advisory Group Advisory Services, LLC | 7 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 13 |
Lenox Wealth Management, Inc. | 13 | 13 | 0.04% | 0.06% | 0.07% | Q2 2017 | Q2 2020 | 13 |
DONALDSON CAPITAL MANAGEMENT, LLC | 13 | 13 | 0.06% | 0.09% | 0.12% | Q1 2010 | Q1 2013 | 13 |
Avalon Investment & Advisory | 13 | 13 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q4 2017 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Zions Bancorporation | 9 | 1 | 0.00% | 0.15% | 0.96% | Q1 2015 | Q3 2018 | 13 |
Legacy Financial Advisors, Inc. | 6 | 1 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q2 2023 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.01% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Brinker Capital Investments, LLC | 10 | 1 | 0.00% | 0.03% | 0.04% | Q3 2016 | Q4 2022 | 13 |
Vident Investment Advisory, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q1 2023 | 13 |
Winch Advisory Services, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 13 |
QCI ASSET MANAGEMENT INC/NY | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 13 |
Rempart Asset Management Inc. | 13 | 13 | 0.16% | 0.42% | 0.68% | Q4 2020 | Q4 2023 | 13 |
Old North State Trust, LLC | 13 | 13 | 0.01% | 0.19% | 0.36% | Q3 2020 | Q3 2023 | 13 |
Concorde Asset Management, LLC | 6 | 2 | 0.18% | 0.96% | 2.31% | Q2 2016 | Q4 2022 | 13 |
Key FInancial Inc | 12 | 1 | 0.02% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 13 |
Shorepoint Capital Partners LLC | 9 | 4 | 0.71% | 0.99% | 1.20% | Q2 2020 | Q3 2023 | 13 |
KANALY TRUST CO | 13 | 13 | 0.09% | 0.32% | 0.59% | Q4 2013 | Q4 2016 | 13 |
BOWEN HANES & CO INC | 12 | 1 | 0.04% | 0.65% | 1.00% | Q2 2013 | Q3 2016 | 13 |
DELTA LLOYD NV | 7 | 6 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2016 | 13 |
Larson Financial Group LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 12 | 12 | 0.45% | 0.52% | 0.61% | Q4 2020 | Q3 2023 | 12 |
BRINKER CAPITAL INC | 12 | 12 | 0.02% | 0.03% | 0.03% | Q3 2017 | Q2 2020 | 12 |
Transamerica Financial Advisors, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Counsel Portfolio Services Inc. | 11 | 1 | 0.34% | 0.73% | 1.46% | Q2 2013 | Q2 2016 | 12 |
Hoxton Financial, Inc. | 12 | 12 | 0.04% | 0.08% | 0.11% | Q2 2013 | Q1 2016 | 12 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q4 2022 | 12 |
TCTC Holdings, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
Providence Capital Advisors, LLC | 12 | 12 | 0.40% | 0.47% | 0.55% | Q4 2020 | Q3 2023 | 12 |
PICTET ASSET MANAGEMENT LTD | 12 | 12 | 0.00% | 0.05% | 0.15% | Q3 2018 | Q2 2021 | 12 |
Certified Advisory Corp | 11 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2021 | 12 |
Johnson Midwest Financial, LLC | 12 | 12 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Pine River Capital Management L.P. | 12 | 12 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q4 2016 | 12 |
Ensign Peak Advisors, Inc | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
BENJAMIN EDWARDS INC | 12 | 12 | 0.04% | 0.12% | 0.33% | Q4 2020 | Q3 2023 | 12 |
Fairfax Financial Holdings | 12 | 12 | 0.44% | 0.79% | 1.01% | Q2 2013 | Q1 2016 | 12 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 12 | 12 | 0.10% | 0.23% | 0.31% | Q4 2020 | Q3 2023 | 12 |
Truvestments Capital LLC | 8 | 1 | 0.01% | 0.04% | 0.08% | Q3 2018 | Q4 2021 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 9 | 3 | 0.04% | 0.06% | 0.09% | Q1 2018 | Q3 2023 | 12 |
QV Investors Inc. | 12 | 12 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q4 2022 | 12 |
HEADINVEST, LLC | 12 | 12 | 0.06% | 0.08% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Bay Harbor Wealth Management, LLC | 12 | 12 | 0.00% | 0.13% | 0.25% | Q4 2018 | Q3 2021 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2021 | 12 |
Snowden Capital Advisors LLC | 8 | 1 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2019 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2019 | 12 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2022 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2019 | 12 |
Checchi Capital Advisers, LLC | 7 | 1 | 0.02% | 0.02% | 0.03% | Q1 2016 | Q2 2023 | 12 |
Leelyn Smith, LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q4 2022 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2019 | 12 |
Clearstead Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Lorne Steinberg Wealth Management Inc. | 12 | 12 | 1.21% | 1.54% | 1.92% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Tacita Capital Inc | 12 | 12 | 1.08% | 1.30% | 1.48% | Q4 2020 | Q3 2023 | 12 |
Pacer Advisors, Inc. | 5 | 1 | 0.00% | 0.05% | 0.15% | Q4 2013 | Q3 2023 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.02% | 0.03% | Q3 2017 | Q1 2021 | 12 |
Manitou Investment Management Ltd. | 7 | 1 | 0.04% | 0.68% | 2.16% | Q2 2016 | Q4 2022 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Ironwood Financial, llc | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2021 | 12 |
Renasant Bank | 12 | 12 | 0.17% | 0.29% | 0.40% | Q4 2020 | Q3 2023 | 12 |
Proficio Capital Partners LLC | 10 | 2 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q1 2023 | 12 |
Quadrature Capital Ltd | 4 | 1 | 0.03% | 0.36% | 0.97% | Q1 2016 | Q1 2023 | 12 |
Qube Research & Technologies Ltd | 6 | 1 | 0.01% | 0.03% | 0.11% | Q4 2019 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.05% | 0.07% | 0.12% | Q2 2013 | Q1 2016 | 12 |
Virtu Financial LLC | 4 | 1 | 0.01% | 0.05% | 0.11% | Q4 2017 | Q2 2023 | 12 |
PIN OAK INVESTMENT ADVISORS INC | 8 | 4 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 12 |
Orion Portfolio Solutions, LLC | 9 | 3 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 12 |
MARTIN CURRIE LTD | 12 | 12 | 0.00% | 0.72% | 1.40% | Q4 2017 | Q3 2020 | 12 |
COMERICA SECURITIES INC | 11 | 11 | 0.06% | 0.09% | 0.12% | Q2 2016 | Q4 2018 | 11 |
GROUP ONE TRADING, L.P. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 11 |
Lantz Financial LLC | 11 | 11 | 0.13% | 0.15% | 0.17% | Q1 2021 | Q3 2023 | 11 |
DELTA ASSET MANAGEMENT LLC/TN | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2015 | 11 |
Capital Analysts, LLC | 5 | 1 | 0.00% | 0.05% | 0.28% | Q4 2012 | Q3 2023 | 11 |
M&G INVESTMENT MANAGEMENT LTD | 11 | 11 | 0.02% | 0.04% | 0.09% | Q4 2019 | Q2 2022 | 11 |
MBM Wealth Consultants, LLC | 11 | 11 | 0.01% | 0.05% | 0.11% | Q1 2021 | Q3 2023 | 11 |
FIRST MERCANTILE TRUST CO | 11 | 11 | 0.00% | 0.08% | 0.11% | Q2 2013 | Q4 2015 | 11 |
Wealth Advisors of Tampa Bay, LLC | 11 | 11 | 0.46% | 0.61% | 0.70% | Q1 2021 | Q3 2023 | 11 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 11 |
Longer Investments Inc. | 11 | 11 | 1.29% | 1.64% | 2.28% | Q2 2013 | Q4 2015 | 11 |
Calvert Investment Management, Inc. | 11 | 11 | 0.03% | 0.27% | 0.73% | Q3 2013 | Q1 2016 | 11 |
Virtu KCG Holdings LLC | 6 | 1 | 0.00% | 0.03% | 0.19% | Q3 2013 | Q2 2017 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
DC Investments Management, LLC | 11 | 11 | 0.12% | 0.28% | 0.40% | Q4 2017 | Q2 2020 | 11 |
MARSHALL WACE, LLP | 6 | 1 | 0.00% | 0.07% | 0.21% | Q3 2014 | Q1 2023 | 11 |
Thrive Capital Management, LLC | 6 | 5 | 0.21% | 0.35% | 0.61% | Q4 2020 | Q3 2023 | 11 |
AlphaMark Advisors, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q1 2022 | 11 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q4 2022 | 11 |
Independence Bank of Kentucky | 10 | 1 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 11 |
Jackson, Grant Investment Advisers, Inc. | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
TOBAM | 7 | 1 | 0.00% | 0.11% | 0.30% | Q2 2013 | Q3 2023 | 11 |
Timber Hill LLC | 4 | 1 | 0.00% | 0.08% | 0.44% | Q2 2013 | Q3 2018 | 11 |
Willingdon Wealth Management | 11 | 11 | 0.52% | 0.68% | 1.19% | Q3 2017 | Q1 2020 | 11 |
MENLO ADVISORS LLC | 11 | 11 | 0.85% | 0.95% | 1.08% | Q4 2020 | Q2 2023 | 11 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2020 | 11 |
JNBA Financial Advisors | 4 | 1 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q4 2021 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2019 | 11 |
Marcum Wealth, LLC | 11 | 11 | 0.03% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Curated Wealth Partners LLC | 11 | 11 | 0.04% | 0.12% | 0.22% | Q4 2020 | Q2 2023 | 11 |
Manchester Capital Management LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 11 |
Trexquant Investment LP | 4 | 1 | 0.01% | 0.07% | 0.21% | Q1 2015 | Q1 2023 | 11 |
Vanguard Personalized Indexing Management, LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
EVOKE WEALTH, LLC | 11 | 11 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q1 2022 | 11 |
Pflug Koory, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 11 |
FIRST NATIONAL TRUST CO | 11 | 11 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Campion Asset Management | 11 | 11 | 0.32% | 0.37% | 0.43% | Q1 2021 | Q3 2023 | 11 |
Procyon Advisors, LLC | 10 | 10 | 0.07% | 0.15% | 0.19% | Q2 2021 | Q3 2023 | 10 |
Continuum Advisory, LLC | 10 | 10 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Detalus Advisors, LLC | 10 | 10 | 0.15% | 0.19% | 0.23% | Q2 2021 | Q3 2023 | 10 |
RONALD BLUE & CO LLC | 10 | 10 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2015 | 10 |
CENTAURUS FINANCIAL, INC. | 9 | 1 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
SEGALL BRYANT & HAMILL, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2020 | 10 |
ATHERTON LANE ADVISERS, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2015 | 10 |
Nikko Asset Management Americas, Inc. | 6 | 2 | 0.02% | 0.08% | 0.13% | Q2 2013 | Q2 2018 | 10 |
LMCG INVESTMENTS, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
West Branch Capital LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 10 | 10 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
StoneX Group Inc. | 6 | 1 | 0.05% | 0.49% | 1.51% | Q3 2016 | Q3 2023 | 10 |
Csenge Advisory Group | 10 | 10 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Grantham, Mayo, Van Otterloo & Co. LLC | 9 | 1 | 0.00% | 0.15% | 0.36% | Q2 2013 | Q3 2017 | 10 |
Daiwa SB Investments Ltd. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2018 | 10 |
Concord Wealth Partners | 6 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Regal Investment Advisors LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2015 | 10 |
BECK MACK & OLIVER LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
Old Port Advisors | 9 | 1 | 0.14% | 0.44% | 0.56% | Q1 2021 | Q3 2023 | 10 |
SG3 Management, LLC | 5 | 1 | 0.02% | 0.11% | 0.26% | Q2 2020 | Q4 2021 | 10 |
JEPPSON WEALTH MANAGEMENT, LLC | 6 | 1 | 0.08% | 0.11% | 0.14% | Q3 2020 | Q2 2023 | 10 |
Intrua Financial, LLC | 9 | 1 | 0.09% | 0.26% | 0.38% | Q3 2020 | Q1 2023 | 10 |
Amundi | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Penserra Capital Management LLC | 10 | 10 | 0.00% | 0.26% | 0.42% | Q2 2021 | Q3 2023 | 10 |
MV CAPITAL MANAGEMENT, INC. | 9 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2023 | 10 |
THOMPSON SIEGEL & WALMSLEY LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2018 | 10 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Bremer Bank National Association | 6 | 4 | 0.04% | 0.05% | 0.07% | Q1 2019 | Q2 2022 | 10 |
Pinnacle Summer Investments, Inc. | 8 | 2 | 0.00% | 0.32% | 0.46% | Q2 2013 | Q4 2015 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.03% | 0.07% | Q2 2018 | Q3 2020 | 10 |
1ST SOURCE BANK | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 10 |
LINCLUDEN MANAGEMENT LTD | 10 | 10 | 4.74% | 5.35% | 5.82% | Q2 2021 | Q3 2023 | 10 |
TOWNSQUARE CAPITAL LLC | 10 | 10 | 0.08% | 0.11% | 0.13% | Q2 2021 | Q3 2023 | 10 |
DUBUQUE BANK & TRUST CO | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2017 | 10 |
Varma Mutual Pension Insurance Co | 10 | 10 | 0.06% | 0.10% | 0.19% | Q4 2017 | Q1 2020 | 10 |
Gemmer Asset Management LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 10 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 9 | 1 | 0.00% | 1.34% | 2.27% | Q2 2016 | Q3 2023 | 10 |
LVM CAPITAL MANAGEMENT LTD/MI | 9 | 1 | 3.06% | 3.29% | 3.45% | Q2 2013 | Q3 2016 | 10 |
Cranbrook Wealth Management, LLC | 8 | 1 | 0.00% | 0.04% | 0.05% | Q4 2013 | Q3 2016 | 9 |
B. Riley Wealth Advisors, Inc. | 5 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 9 |
PATHSTONE FAMILY OFFICE, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 9 |
SEVEN EIGHT CAPITAL, LP | 3 | 1 | 0.02% | 0.13% | 0.41% | Q3 2014 | Q3 2023 | 9 |
Bartlett & Co. LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2021 | 9 |
AMERICAN NATIONAL BANK | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
LVW Advisors, LLC | 9 | 9 | 0.10% | 0.16% | 0.26% | Q4 2014 | Q4 2016 | 9 |
WASHINGTON TRUST Co | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Lloyd Advisory Services, LLC. | 8 | 1 | 0.10% | 0.13% | 0.28% | Q4 2019 | Q1 2022 | 9 |
Avior Wealth Management, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 9 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 9 |
Financial Advocates Investment Management | 9 | 9 | 0.01% | 0.03% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Koshinski Asset Management, Inc. | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Cooperatieve Rabobank U.A. | 7 | 2 | 0.31% | 1.89% | 6.10% | Q2 2013 | Q3 2015 | 9 |
Community Financial Services Group, LLC | 7 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.13% | 0.17% | 0.24% | Q2 2013 | Q2 2015 | 9 |
MONEY CONCEPTS CAPITAL CORP | 8 | 1 | 0.12% | 0.37% | 0.82% | Q1 2021 | Q3 2023 | 9 |
CITY NATIONAL BANK | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2015 | 9 |
Marathon Asset Management Ltd | 9 | 9 | 0.34% | 0.61% | 0.77% | Q3 2021 | Q3 2023 | 9 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.08% | 0.21% | 0.36% | Q1 2016 | Q3 2023 | 9 |
PFG Private Wealth Management, LLC | 9 | 9 | 0.00% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Avion Wealth | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
Mount Yale Investment Advisors, LLC | 6 | 3 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 9 |
EULAV Asset Management | 9 | 9 | 0.12% | 0.19% | 0.26% | Q2 2013 | Q2 2015 | 9 |
NOESIS CAPITAL MANGEMENT CORP | 9 | 9 | 0.29% | 0.41% | 0.51% | Q2 2013 | Q2 2015 | 9 |
RAY GERALD L & ASSOCIATES LTD | 9 | 9 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q2 2015 | 9 |
Regis Management CO LLC | 9 | 9 | 0.05% | 0.06% | 0.07% | Q4 2015 | Q4 2017 | 9 |
FIRST NATIONAL BANK SIOUX FALLS | 9 | 9 | 0.06% | 0.06% | 0.08% | Q3 2014 | Q3 2016 | 9 |
MHI Funds, LLC | 6 | 3 | 1.39% | 2.17% | 3.46% | Q4 2017 | Q1 2020 | 9 |
CATAWBA CAPITAL MANAGEMENT /VA | 9 | 9 | 0.05% | 0.11% | 0.18% | Q2 2016 | Q2 2018 | 9 |
Israel Discount Bank of New York | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q1 2019 | 9 |
RiverFront Investment Group, LLC | 9 | 9 | 0.31% | 0.89% | 1.27% | Q3 2010 | Q3 2012 | 9 |
CLEAR STREET MARKETS LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2022 | 8 |
Mariner Wealth Advisors-Cincinnati, LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q1 2015 | 8 |
JFS WEALTH ADVISORS, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.78% | 1.21% | 1.78% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 2.00% | 2.27% | 2.46% | Q4 2021 | Q3 2023 | 8 |
PINNACLE ASSOCIATES LTD | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2017 | 8 |
PARSONS CAPITAL MANAGEMENT INC/RI | 8 | 8 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q1 2015 | 8 |
OLD SECOND NATIONAL BANK OF AURORA | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Strategic Investment Advisors / MI | 8 | 8 | 0.10% | 0.20% | 0.26% | Q4 2018 | Q3 2020 | 8 |
Disciplined Investments, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 8 |
Wealthspire Advisors, LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.76% | 1.07% | 1.25% | Q4 2021 | Q3 2023 | 8 |
SALEM INVESTMENT COUNSELORS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Guardian Wealth Management, Inc. | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
KENFARB & CO. | 8 | 8 | 0.29% | 0.33% | 0.36% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2015 | 8 |
Western Pacific Wealth Management, LP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
EUDAIMONIA ADVISORS LLC | 8 | 8 | 0.16% | 0.18% | 0.20% | Q4 2021 | Q3 2023 | 8 |
PACES FERRY WEALTH ADVISORS, LLC | 8 | 8 | 0.16% | 0.18% | 0.21% | Q3 2020 | Q2 2022 | 8 |
NWAM LLC | 5 | 3 | 0.08% | 0.11% | 0.18% | Q3 2012 | Q3 2014 | 8 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.04% | 0.23% | 0.62% | Q1 2021 | Q3 2023 | 8 |
HOWE & RUSLING INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 8 |
Berkeley Capital Partners, LLC | 8 | 8 | 0.10% | 0.29% | 0.42% | Q4 2021 | Q3 2023 | 8 |
XML Financial, LLC | 5 | 3 | 0.17% | 0.20% | 0.22% | Q3 2021 | Q3 2023 | 8 |
Lombard Odier Asset Management (Switzerland) SA | 2 | 1 | 0.04% | 0.07% | 0.14% | Q2 2014 | Q1 2020 | 8 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 8 | 8 | 0.48% | 0.80% | 1.47% | Q4 2021 | Q3 2023 | 8 |
MDE Group | 8 | 8 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q1 2015 | 8 |
Lumature Wealth Partners, LLC | 8 | 8 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q4 2022 | 8 |
Tortoise Investment Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
CT Financial Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2016 | 8 |
CARDEROCK CAPITAL MANAGEMENT INC | 8 | 8 | 0.44% | 0.87% | 1.65% | Q2 2013 | Q1 2015 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Bank of Kentucky, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.01% | 0.07% | 0.25% | Q1 2015 | Q1 2019 | 8 |
Calamos Advisors LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Jacobi Capital Management LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 8 |
SAX WEALTH ADVISORS, LLC | 8 | 8 | 0.08% | 0.10% | 0.12% | Q2 2021 | Q1 2023 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2021 | 8 |
Yellowstone Partners, LLC | 8 | 8 | 0.12% | 0.22% | 0.28% | Q4 2013 | Q3 2015 | 8 |
Klingman & Associates, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 8 |
Marshall Wace North America L.P. | 5 | 1 | 0.01% | 0.06% | 0.17% | Q2 2018 | Q3 2021 | 8 |
BerganKDV Wealth Management, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2021 | 8 |
Integrated Wealth Concepts LLC | 3 | 2 | 0.03% | 0.06% | 0.13% | Q4 2017 | Q3 2023 | 8 |
Lingohr Asset Management GmbH | 8 | 8 | 0.46% | 0.50% | 0.53% | Q4 2016 | Q3 2018 | 8 |
GRIFFIN ASSET MANAGEMENT, INC. | 7 | 1 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q2 2023 | 8 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.02% | 0.07% | Q2 2017 | Q2 2023 | 8 |
PALLADIUM PARTNERS LLC | 5 | 1 | 0.00% | 0.05% | 0.07% | Q2 2013 | Q1 2022 | 8 |
HighVista Strategies LLC | 8 | 8 | 0.11% | 0.13% | 0.17% | Q4 2013 | Q3 2015 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
ACUITY INVESTMENT MANAGEMENT INC | 8 | 8 | 0.00% | 0.07% | 0.47% | Q2 2013 | Q1 2015 | 8 |
NEW YORK STATE COMMON RETIREMENT FUND | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q2 2019 | 8 |
Cable Hill Partners, LLC | 7 | 1 | 0.00% | 0.04% | 0.16% | Q3 2016 | Q1 2019 | 8 |
Round Table Services, LLC | 5 | 2 | 0.07% | 0.08% | 0.09% | Q1 2017 | Q4 2018 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Destiny Wealth Partners, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 7 |
Triasima Portfolio Management inc. | 7 | 7 | 0.29% | 0.88% | 2.12% | Q2 2021 | Q4 2022 | 7 |
Numeric Investors LLC | 7 | 7 | 0.00% | 0.03% | 0.08% | Q2 2016 | Q4 2017 | 7 |
FOSTER & MOTLEY INC | 7 | 7 | 0.06% | 0.08% | 0.13% | Q2 2013 | Q4 2014 | 7 |
Stiles Financial Services Inc | 7 | 7 | 0.11% | 0.12% | 0.13% | Q4 2021 | Q2 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
High Net Worth Advisory Group LLC | 7 | 7 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q2 2023 | 7 |
Ascent Group, LLC | 7 | 7 | 0.22% | 0.26% | 0.29% | Q4 2021 | Q2 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
ClariVest Asset Management LLC | 7 | 7 | 0.10% | 0.15% | 0.17% | Q3 2021 | Q1 2023 | 7 |
American Assets Investment Management, LLC | 7 | 7 | 0.13% | 0.15% | 0.18% | Q3 2018 | Q1 2020 | 7 |
BlackRock Fund Advisors | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
BBVA USA Bancshares, Inc. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q4 2017 | 7 |
PRENTISS SMITH & CO INC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2018 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
CHEMICAL BANK | 7 | 7 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q4 2014 | 7 |
Barnett & Company, Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q1 2020 | 7 |
OXFORD ASSET MANAGEMENT LLP | 2 | 1 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q4 2019 | 7 |
NORDEA INVESTMENT MANAGEMENT AB | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
Charles Schwab Investment Advisory, Inc. | 7 | 7 | 0.49% | 0.54% | 0.59% | Q2 2018 | Q4 2019 | 7 |
American Research & Management Co. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2015 | 7 |
Cadence Bank | 6 | 1 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2019 | 7 |
Veritable, L.P. | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 7 |
Covenant Partners, LLC | 7 | 7 | 0.20% | 0.26% | 0.32% | Q1 2019 | Q3 2020 | 7 |
British Airways Pensions Investment Management Ltd | 7 | 7 | 0.06% | 0.12% | 0.23% | Q4 2015 | Q2 2017 | 7 |
Prospera Financial Services Inc | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 7 |
NewSquare Capital LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.19% | 0.26% | 0.32% | Q1 2022 | Q3 2023 | 7 |
BOSTON PRIVATE BANK & TRUST CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 7 |
Whitnell & Co. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2018 | 7 |
Gary Goldberg Planning Services Inc | 7 | 7 | 0.68% | 2.74% | 4.09% | Q2 2013 | Q4 2014 | 7 |
RELIANCE TRUST CO OF DELAWARE | 6 | 1 | 0.03% | 0.07% | 0.09% | Q1 2015 | Q4 2016 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.26% | 0.30% | 0.34% | Q4 2016 | Q2 2018 | 7 |
Princeton Alpha Management LP | 4 | 1 | 0.05% | 0.12% | 0.23% | Q1 2014 | Q1 2017 | 7 |
Joel Isaacson & Co., LLC | 5 | 2 | 0.01% | 0.04% | 0.14% | Q4 2015 | Q1 2019 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.06% | 0.10% | 0.17% | Q2 2013 | Q4 2014 | 7 |
Engineers Gate Manager LP | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2021 | 7 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.03% | 0.03% | Q1 2015 | Q3 2016 | 7 |
Squarepoint Ops LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 7 |
Versor Investments LP | 4 | 1 | 0.02% | 0.05% | 0.11% | Q2 2019 | Q2 2023 | 7 |
Schonfeld Strategic Advisors LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 7 |
First Capital Advisors Group, LLC. | 7 | 7 | 0.14% | 0.27% | 0.42% | Q4 2016 | Q2 2018 | 7 |
FIRST HAWAIIAN BANK | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 7 |
Ameritas Investment Company, LLC | 6 | 1 | 0.00% | 0.07% | 0.11% | Q4 2018 | Q1 2021 | 7 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2019 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 7 |
EverSource Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 7 |
GPS Wealth Strategies Group, LLC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Castleview Partners, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
CX Institutional | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2022 | 7 |
AIGEN INVESTMENT MANAGEMENT, LP | 4 | 3 | 0.05% | 0.14% | 0.22% | Q4 2021 | Q3 2023 | 7 |
Financial Gravity Asset Management, Inc. | 4 | 3 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2019 | 7 |
JENNISON ASSOCIATES LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Ellis Investment Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 7 |
OSSIAM | 5 | 2 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 7 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 7 | 7 | 0.09% | 0.10% | 0.12% | Q2 2013 | Q4 2014 | 7 |
Core Alternative Capital | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 7 |
Stonehage Fleming (UK) Ltd | 6 | 1 | 0.09% | 0.12% | 0.16% | Q1 2014 | Q4 2015 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
STERNE AGEE GROUP, INC. | 6 | 6 | 0.15% | 0.17% | 0.18% | Q4 2013 | Q1 2015 | 6 |
Outlook Wealth Advisors, LLC | 6 | 6 | 0.13% | 0.34% | 0.50% | Q4 2018 | Q1 2020 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 2 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 6 |
Autumn Glory Partners, LLC | 3 | 1 | 0.11% | 0.29% | 0.52% | Q4 2021 | Q3 2023 | 6 |
Hexagon Capital Partners LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Crow Point Partners, LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q1 2014 | Q3 2015 | 6 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q1 2020 | 6 |
Bayesian Capital Management, LP | 2 | 1 | 0.03% | 0.06% | 0.12% | Q4 2017 | Q4 2022 | 6 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Cascade Investment Advisors, Inc. | 5 | 1 | 1.36% | 1.45% | 1.69% | Q2 2016 | Q4 2017 | 6 |
Firestone Capital Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.99% | 1.04% | 1.10% | Q2 2013 | Q3 2014 | 6 |
INTEGRAL DERIVATIVES, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q3 2017 | 6 |
Insight Wealth Strategies, LLC | 6 | 6 | 0.03% | 0.05% | 0.06% | Q4 2019 | Q1 2021 | 6 |
Quantitative Investment Management, LLC | 2 | 1 | 0.02% | 0.04% | 0.08% | Q4 2017 | Q1 2021 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.04% | 0.06% | Q4 2019 | Q1 2021 | 6 |
Beacon Pointe Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Elite Wealth Management, Inc. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Virtus ETF Advisers LLC | 3 | 3 | 0.10% | 0.36% | 0.61% | Q2 2019 | Q3 2023 | 6 |
FORT, L.P. | 6 | 6 | 0.01% | 0.12% | 0.20% | Q2 2019 | Q3 2020 | 6 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 6 | 6 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Cerebellum GP, LLC | 3 | 1 | 0.03% | 0.10% | 0.29% | Q4 2017 | Q2 2020 | 6 |
Rosenberg Matthew Hamilton | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
M Holdings Securities, Inc. | 3 | 1 | 0.02% | 0.10% | 0.16% | Q3 2014 | Q1 2019 | 6 |
Optiver Holding B.V. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 6 |
Accurate Wealth Management, LLC | 5 | 1 | 0.03% | 0.14% | 0.19% | Q2 2021 | Q4 2022 | 6 |
West Family Investments, Inc. | 6 | 6 | 0.14% | 0.16% | 0.20% | Q2 2021 | Q3 2022 | 6 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 6 | 6 | 0.14% | 0.18% | 0.20% | Q2 2022 | Q3 2023 | 6 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 6 |
Ethic Inc. | 3 | 3 | 0.06% | 0.07% | 0.09% | Q4 2020 | Q3 2022 | 6 |
FLC Capital Advisors | 3 | 1 | 0.06% | 0.09% | 0.12% | Q3 2019 | Q4 2022 | 6 |
Epstein & White Financial LLC | 6 | 6 | 0.12% | 0.27% | 0.40% | Q4 2017 | Q1 2019 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q1 2019 | 6 |
Northside Capital Management, LLC | 5 | 1 | 0.05% | 0.06% | 0.07% | Q3 2019 | Q2 2022 | 6 |
Clarkston Capital Partners, LLC | 6 | 6 | 0.11% | 0.17% | 0.22% | Q1 2014 | Q2 2015 | 6 |
HHG & Company, LLC | 6 | 6 | 0.27% | 0.34% | 0.37% | Q4 2014 | Q1 2016 | 6 |
US FINANCIAL ADVISORS, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q1 2016 | 6 |
DGS Capital Management, LLC | 6 | 6 | 0.30% | 0.41% | 0.56% | Q4 2021 | Q1 2023 | 6 |
Atria Wealth Solutions, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Sterling Investment Counsel, LLC | 3 | 3 | 0.12% | 0.15% | 0.18% | Q4 2021 | Q2 2023 | 6 |
Lombard Odier & Cie (Canada), Limited Partnership | 6 | 6 | 0.05% | 0.12% | 0.21% | Q4 2013 | Q1 2015 | 6 |
Waratah Capital Advisors Ltd. | 2 | 1 | 0.05% | 0.11% | 0.20% | Q1 2016 | Q2 2019 | 6 |
Qtron Investments LLC | 3 | 3 | 0.05% | 0.12% | 0.21% | Q3 2019 | Q1 2022 | 6 |
Ameritas Investment Partners, Inc. | 5 | 1 | 0.00% | 0.12% | 0.19% | Q3 2013 | Q1 2018 | 6 |
Glenview Trust Co | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q1 2022 | 6 |
NuWave Investment Management, LLC | 4 | 2 | 0.04% | 0.10% | 0.19% | Q3 2020 | Q3 2022 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
FSC Wealth Advisors, LLC | 5 | 1 | 0.02% | 0.11% | 0.32% | Q4 2021 | Q3 2023 | 6 |
Mutual Advisors, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2022 | 6 |
MIROVA | 5 | 1 | 0.00% | 0.06% | 0.12% | Q3 2020 | Q4 2022 | 6 |
SEEYOND | 6 | 6 | 0.02% | 0.26% | 0.35% | Q4 2018 | Q1 2020 | 6 |
My Legacy Advisors, LLC | 6 | 6 | 0.32% | 0.33% | 0.34% | Q1 2022 | Q2 2023 | 6 |
Chesapeake Wealth Management | 6 | 6 | 0.13% | 0.35% | 0.53% | Q1 2019 | Q2 2020 | 6 |
Bedel Financial Consulting, Inc. | 5 | 1 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q1 2022 | 6 |
RITHOLTZ WEALTH MANAGEMENT | 5 | 5 | 0.01% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
NISA INVESTMENT ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 5 |
BHF Kleinwort Benson Group S.A. | 4 | 1 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q3 2015 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q1 2016 | 5 |
Perigon Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2020 | 5 |
Edgestream Partners, L.P. | 3 | 2 | 0.03% | 0.14% | 0.38% | Q4 2021 | Q1 2023 | 5 |
Wealthstar Advisors, LLC | 5 | 5 | 0.15% | 0.24% | 0.35% | Q1 2022 | Q1 2023 | 5 |
AEGON ASSET MANAGEMENT UK PLC | 5 | 5 | 0.05% | 0.06% | 0.06% | Q1 2019 | Q1 2020 | 5 |
Independence Trust CO | 5 | 5 | 0.16% | 0.18% | 0.20% | Q2 2014 | Q2 2015 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
Global Wealth Management Investment Advisory, Inc. | 3 | 2 | 0.00% | 0.04% | 0.17% | Q4 2018 | Q1 2020 | 5 |
JUPITER ASSET MANAGEMENT LTD | 4 | 1 | 0.00% | 0.17% | 0.41% | Q1 2021 | Q2 2022 | 5 |
Glassy Mountain Advisors, Inc. | 3 | 1 | 0.52% | 0.64% | 0.72% | Q4 2021 | Q2 2023 | 5 |
Allred Capital Management, LLC | 4 | 1 | 0.02% | 0.09% | 0.14% | Q1 2019 | Q1 2021 | 5 |
KLCM Advisors, Inc. | 5 | 5 | 0.07% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
INTEGRATED WEALTH COUNSEL, LLC | 3 | 2 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2016 | 5 |
PHYSICIANS FINANCIAL SERVICES, INC. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q4 2016 | 5 |
Great Lakes Retirement, Inc. | 4 | 1 | 0.13% | 0.17% | 0.21% | Q4 2019 | Q3 2023 | 5 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 3 | 2 | 0.00% | 0.05% | 0.09% | Q1 2016 | Q2 2017 | 5 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q4 2015 | 5 |
Cresset Asset Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2023 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2014 | 5 |
GLG Partners LP | 3 | 2 | 0.00% | 0.18% | 0.59% | Q1 2015 | Q2 2016 | 5 |
Exchange Capital Management, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2016 | 5 |
BROWN ADVISORY INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 5 |
Arlington Partners LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.20% | 0.21% | 0.23% | Q4 2016 | Q4 2017 | 5 |
VAN ECK ASSOCIATES CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2015 | 5 |
Graves Light Lenhart Wealth, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 5 |
ZEVIN ASSET MANAGEMENT LLC | 5 | 5 | 0.44% | 0.66% | 1.49% | Q2 2014 | Q2 2015 | 5 |
WFA Asset Management Corp | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Addison Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.28% | 0.41% | 0.68% | Q3 2019 | Q3 2020 | 5 |
MUFG SECURITIES (CANADA), LTD. | 5 | 5 | 0.98% | 2.90% | 8.26% | Q4 2020 | Q4 2021 | 5 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 3 | 2 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q1 2022 | 5 |
ANALYTIC INVESTORS, LLC | 4 | 1 | 0.16% | 0.33% | 0.46% | Q2 2013 | Q3 2014 | 5 |
CLEARARC CAPITAL INC | 5 | 5 | 0.24% | 0.33% | 0.42% | Q2 2013 | Q2 2014 | 5 |
GRIES FINANCIAL LLC | 5 | 5 | 0.48% | 0.61% | 0.74% | Q3 2022 | Q3 2023 | 5 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 1 | 0.09% | 0.13% | 0.28% | Q2 2018 | Q4 2019 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 5 |
Acrospire Investment Management LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q2 2017 | 5 |
ADELL HARRIMAN & CARPENTER INC | 5 | 5 | 0.05% | 0.05% | 0.06% | Q2 2017 | Q2 2018 | 5 |
DUALITY ADVISERS, LP | 2 | 1 | 0.11% | 0.30% | 0.52% | Q1 2022 | Q3 2023 | 5 |
Metis Global Partners, LLC | 4 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 5 |
BI Asset Management Fondsmaeglerselskab A/S | 5 | 5 | 0.05% | 0.12% | 0.21% | Q3 2019 | Q3 2020 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.01% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
ATLAS CAPITAL ADVISORS LLC | 3 | 2 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2021 | 5 |
Stonebridge Capital Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 5 |
CUE ADVISORY SERVICES, INC. | 5 | 5 | 0.41% | 0.54% | 0.66% | Q4 2014 | Q4 2015 | 5 |
MCKINLEY CAPITAL MANAGEMENT LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 5 |
First City Capital Management, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2015 | 5 |
PAYDEN & RYGEL | 5 | 5 | 0.78% | 1.14% | 1.34% | Q2 2017 | Q2 2018 | 5 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 5 |
Quantitative Systematic Strategies LLC | 5 | 5 | 0.08% | 0.17% | 0.47% | Q4 2017 | Q4 2018 | 5 |
MCF Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2022 | 5 |
Schubert & Co | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 5 |
Berman Capital Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2021 | 5 |
Baystate Wealth Management LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 5 |
ADVOCATE GROUP LLC | 5 | 5 | 0.06% | 0.26% | 0.96% | Q3 2022 | Q3 2023 | 5 |
Private Vista, LLC | 4 | 1 | 0.05% | 0.06% | 0.08% | Q1 2018 | Q1 2020 | 5 |
Harfst & Associates, Inc. | 3 | 2 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q2 2017 | 5 |
Vise Technologies, Inc. | 4 | 4 | 0.05% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Mork Capital Management, LLC | 4 | 4 | 0.56% | 0.72% | 0.80% | Q4 2014 | Q3 2015 | 4 |
C WorldWide Group Holding A/S | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q2 2015 | 4 |
Park Place Capital Corp | 4 | 4 | 0.24% | 0.29% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Merit Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CGOV Asset Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2017 | 4 |
OneDigital Investment Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q2 2019 | 4 |
ST GERMAIN D J CO INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q4 2023 | 4 |
HWG Holdings LP | 2 | 1 | 0.00% | 0.19% | 0.39% | Q1 2022 | Q3 2023 | 4 |
MUFG Securities EMEA plc | 2 | 1 | 0.14% | 0.40% | 0.64% | Q1 2019 | Q1 2021 | 4 |
Kidder Stephen W | 4 | 4 | 0.15% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
GW HENSSLER & ASSOCIATES LTD | 3 | 1 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q2 2022 | 4 |
BALDWIN BROTHERS LLC/MA | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q2 2017 | 4 |
Gideon Capital Advisors, Inc. | 2 | 1 | 0.08% | 0.16% | 0.23% | Q4 2016 | Q4 2019 | 4 |
CONDOR CAPITAL MANAGEMENT | 4 | 4 | 0.05% | 0.05% | 0.06% | Q1 2016 | Q4 2016 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
Antonetti Capital Management LLC | 4 | 4 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q1 2014 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Nuveen Fund Advisors, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q3 2016 | Q2 2017 | 4 |
ROOSEVELT INVESTMENT GROUP LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Pendal Group Ltd | 3 | 1 | 0.00% | 0.03% | 0.05% | Q1 2021 | Q3 2022 | 4 |
FIRST FOUNDATION ADVISORS | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Westside Investment Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Citizens National Bank Trust Department | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2017 | 4 |
Commonwealth Financial Services, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q1 2017 | 4 |
Blueshift Asset Management, LLC | 1 | 1 | 0.06% | 0.12% | 0.23% | Q2 2021 | Q3 2023 | 4 |
IFG Advisory, LLC | 2 | 2 | 0.00% | 0.03% | 0.05% | Q4 2017 | Q2 2019 | 4 |
Strategic Capital Group LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q1 2014 | 4 |
C M BIDWELL & ASSOCIATES LTD | 2 | 1 | 0.00% | 0.24% | 0.86% | Q2 2016 | Q3 2021 | 4 |
Boston Trust Walden Corp | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 4 |
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 4 | 4 | 1.11% | 1.24% | 1.34% | Q4 2022 | Q3 2023 | 4 |
CapWealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 4 | 4 | 0.18% | 0.22% | 0.26% | Q4 2021 | Q3 2022 | 4 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.27% | 0.54% | 0.96% | Q1 2015 | Q3 2017 | 4 |
Hirtle Callaghan & Co LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 4 |
COZAD ASSET MANAGEMENT INC | 2 | 1 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q1 2022 | 4 |
Versant Capital Management, Inc | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 4 |
ExodusPoint Capital Management, LP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 4 |
Capstone Financial Group, Inc. | 4 | 4 | 0.04% | 0.11% | 0.18% | Q4 2019 | Q3 2020 | 4 |
LFA - Lugano Financial Advisors SA | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2020 | 4 |
First County Bank /CT/ | 4 | 4 | 0.82% | 1.13% | 1.32% | Q4 2022 | Q3 2023 | 4 |
CEDAR HILL ASSOCIATES, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q2 2018 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
LINCOLN NATIONAL CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
Vigilant Capital Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2021 | 4 |
Royal Fund Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2019 | 4 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.28% | 0.31% | 0.35% | Q1 2021 | Q4 2021 | 4 |
Selective Wealth Management, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2020 | 4 |
WBI INVESTMENTS, LLC | 4 | 4 | 0.58% | 0.59% | 0.61% | Q3 2013 | Q2 2014 | 4 |
VERTEX ONE ASSET MANAGEMENT INC. | 4 | 4 | 0.23% | 0.33% | 0.48% | Q4 2018 | Q3 2019 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Aaron Wealth Advisors LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q2 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
EXCELSIA, INC. | 4 | 4 | 1.49% | 1.97% | 2.67% | Q1 2014 | Q4 2014 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.03% | 0.06% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Zullo Investment Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Semmax Financial Advisors Inc. | 3 | 1 | 0.01% | 0.14% | 0.33% | Q4 2018 | Q2 2021 | 4 |
NOMURA HOLDINGS INC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2019 | 4 |
Alliance Wealth Advisors, LLC /UT | 4 | 4 | 0.62% | 0.70% | 0.76% | Q4 2022 | Q3 2023 | 4 |
Realta Investment Advisors | 4 | 4 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q4 2019 | 4 |
LBP AM SA | 4 | 4 | 0.04% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 3 | 1 | 0.00% | 0.07% | 0.10% | Q4 2017 | Q3 2022 | 4 |
tru Independence LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 4 |
Invst, LLC | 3 | 1 | 0.04% | 0.06% | 0.10% | Q1 2019 | Q3 2021 | 4 |
FRED ALGER MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
CHILDRESS CAPITAL ADVISORS, LLC | 3 | 1 | 0.08% | 0.09% | 0.09% | Q4 2020 | Q1 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
DEERE & CO | 4 | 4 | 0.05% | 0.05% | 0.06% | Q3 2014 | Q2 2015 | 4 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.07% | 0.46% | 1.57% | Q2 2013 | Q4 2022 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Beech Hill Advisors, Inc. | 4 | 4 | 1.95% | 2.06% | 2.14% | Q2 2013 | Q1 2014 | 4 |
Center For Asset Management LLC | 4 | 4 | 0.64% | 0.72% | 0.82% | Q2 2022 | Q1 2023 | 4 |
THRIVENT FINANCIAL FOR LUTHERANS | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2023 | 4 |
Cerro Pacific Wealth Advisors LLC | 4 | 4 | 0.17% | 0.22% | 0.30% | Q2 2022 | Q1 2023 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.06% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Prossimo Advisors, LLC | 4 | 4 | 0.41% | 0.73% | 0.86% | Q4 2022 | Q3 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2021 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.19% | 0.23% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Teza Capital Management LLC | 2 | 1 | 0.06% | 0.15% | 0.26% | Q4 2017 | Q1 2019 | 4 |
CHELSEA COUNSEL CO | 4 | 4 | 0.29% | 0.47% | 0.54% | Q4 2022 | Q3 2023 | 4 |
F&C Asset Management plc | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2014 | 4 |
Anchor Investment Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2023 | 4 |
Hedeker Wealth, LLC | 4 | 4 | 0.32% | 0.33% | 0.34% | Q4 2014 | Q3 2015 | 4 |
Quinn Opportunity Partners LLC | 4 | 4 | 0.08% | 0.08% | 0.09% | Q1 2021 | Q4 2021 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Harvest Portfolios Group Inc. | 3 | 3 | 0.28% | 0.29% | 0.29% | Q1 2023 | Q3 2023 | 3 |
MARTINGALE ASSET MANAGEMENT L P | 3 | 3 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q4 2013 | 3 |
Buck Wealth Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SFMG, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q2 2022 | 3 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 3 |
Banco de Sabadell, S.A | 2 | 1 | 0.15% | 0.25% | 0.31% | Q3 2019 | Q3 2020 | 3 |
Neuberger Berman Canada ULC | 3 | 3 | 0.94% | 1.45% | 1.79% | Q4 2014 | Q2 2015 | 3 |
Nationwide Fund Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Bridgefront Capital, LLC | 1 | 1 | 0.24% | 0.34% | 0.47% | Q1 2021 | Q2 2023 | 3 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Lake Point Wealth Management | 3 | 3 | 0.00% | 0.07% | 0.19% | Q4 2018 | Q2 2019 | 3 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.03% | 0.38% | 0.58% | Q4 2019 | Q3 2023 | 3 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
EP Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
BLUESTEIN R H & CO LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Aspen Investment Management Inc | 3 | 3 | 0.13% | 0.14% | 0.15% | Q3 2013 | Q1 2014 | 3 |
FIRST HORIZON CORP | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2020 | 3 |
Utah Retirement Systems | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
JACKSON SQUARE CAPITAL, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Bellwether Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
QCM Cayman, Ltd. | 2 | 1 | 0.13% | 0.15% | 0.17% | Q2 2013 | Q2 2016 | 3 |
Cornerstone Wealth Management, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q1 2019 | 3 |
AMF Tjanstepension AB | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2015 | 3 |
Baltimore-Washington Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
EVERGREEN CAPITAL MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
BDO Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2021 | 3 |
Waverly Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2017 | 3 |
Mirae Asset Global Investments Co., Ltd. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
TUCKER ASSET MANAGEMENT LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Sound View Wealth Advisors Group, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q2 2019 | Q4 2019 | 3 |
Sheaff Brock Investment Advisors, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2022 | 3 |
PFG Advisors | 3 | 3 | 0.13% | 0.16% | 0.18% | Q4 2018 | Q2 2019 | 3 |
FourThought Financial, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Eagle Bay Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2023 | 3 |
Sowa Financial Group, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
XTX Topco Ltd | 2 | 1 | 0.08% | 0.11% | 0.14% | Q2 2022 | Q2 2023 | 3 |
Summit Trail Advisors, LLC | 3 | 3 | 0.03% | 0.04% | 0.07% | Q4 2017 | Q2 2018 | 3 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.90% | 2.71% | Q4 2019 | Q2 2020 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2012 | Q2 2013 | 3 |
KLINGENSTEIN FIELDS & CO LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 3 |
TCI Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Detwiler Fenton Investment Management LLC | 3 | 3 | 0.24% | 0.35% | 0.48% | Q1 2011 | Q3 2011 | 3 |
Formidable Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2015 | 3 |
Point72 Asset Management, L.P. | 1 | 1 | 0.01% | 0.03% | 0.08% | Q1 2018 | Q1 2020 | 3 |
WINTON GROUP Ltd | 1 | 1 | 0.04% | 0.11% | 0.20% | Q4 2019 | Q2 2022 | 3 |
Maryland State Retirement & Pension System | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Crosspoint Capital Strategies, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2015 | 3 |
TEACHERS ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2017 | 3 |
Transform Wealth, LLC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q2 2019 | Q4 2019 | 3 |
Cedar Mountain Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2019 | 3 |
HOWLAND CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q3 2017 | 3 |
SAGE PRIVATE WEALTH GROUP, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
First Trust Direct Indexing L.P. | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q2 2023 | 3 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 3 | 0.03% | 0.06% | 0.09% | Q2 2018 | Q4 2018 | 3 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 3 | 3 | 0.24% | 0.33% | 0.39% | Q4 2014 | Q2 2015 | 3 |
Golden State Equity Partners | 3 | 3 | 0.07% | 0.10% | 0.13% | Q1 2023 | Q3 2023 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.15% | 0.21% | 0.24% | Q1 2023 | Q3 2023 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
SAC Capital Advisors LP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 3 |
Allegis Investment Advisors, LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q4 2015 | Q2 2016 | 3 |
NEW ENGLAND SECURITIES CORP /MA/ | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 3 |
Essex Savings Bank | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2018 | Q2 2019 | 3 |
Andesa Financial Management Inc. | 2 | 1 | 0.16% | 0.33% | 0.44% | Q4 2017 | Q1 2019 | 3 |
CERTUITY, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q1 2022 | 3 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 3 | 3 | 0.60% | 0.82% | 1.03% | Q2 2013 | Q4 2013 | 3 |
MidWestOne Financial Group, Inc. | 3 | 3 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q1 2022 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q4 2013 | 3 |
FARALLON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q2 2016 | Q4 2016 | 3 |
MQS Management LLC | 2 | 1 | 0.28% | 0.38% | 0.48% | Q2 2022 | Q3 2023 | 3 |
L & S Advisors Inc | 3 | 3 | 0.46% | 0.55% | 0.62% | Q4 2014 | Q2 2015 | 3 |
Quantinno Capital Management LP | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
FAIRFIELD, BUSH & CO. | 2 | 1 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q2 2022 | 3 |
COWEN INC. | 3 | 3 | 0.10% | 0.21% | 0.31% | Q2 2016 | Q4 2016 | 3 |
Guidant Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2017 | 3 |
FIRST NEW YORK SECURITIES LLC /NY | 2 | 1 | 0.02% | 0.03% | 0.05% | Q3 2014 | Q2 2015 | 3 |
PEOPLES BANK /OH | 2 | 1 | 0.12% | 0.12% | 0.13% | Q1 2022 | Q2 2023 | 3 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 3 | 3 | 0.18% | 0.23% | 0.29% | Q3 2014 | Q1 2015 | 3 |
Kore Private Wealth LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Evolution Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 3 |
SEARLE & CO. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2014 | Q2 2015 | 3 |
Johnson Financial Group, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 3 |
Harrington Investments, INC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2018 | Q3 2018 | 3 |
Kozak & Associates, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
ADIRONDACK TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Sequoia Financial Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Diversified Trust Co | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q1 2018 | 3 |
Visium Asset Management, LP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2014 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
Personal Wealth Partners | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2019 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.00% | 0.08% | 0.17% | Q2 2016 | Q1 2017 | 3 |
WESPAC Advisors, LLC | 3 | 3 | 0.72% | 0.87% | 1.02% | Q1 2023 | Q3 2023 | 3 |
Solstein Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Phillips Wealth Planners LLC | 3 | 3 | 0.45% | 0.56% | 0.63% | Q1 2023 | Q3 2023 | 3 |
Brandywine Global Investment Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2021 | 3 |
Galvin, Gaustad & Stein, LLC | 3 | 3 | 0.84% | 0.85% | 0.87% | Q4 2020 | Q2 2021 | 3 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
SageView Advisory Group, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Oxler Private Wealth LLC | 1 | 1 | 0.07% | 0.07% | 0.08% | Q4 2020 | Q2 2022 | 2 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 2 |
Ziegler Capital Management, LLC | 2 | 2 | 0.21% | 0.25% | 0.28% | Q2 2013 | Q3 2013 | 2 |
Willis Investment Counsel | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Essex Financial Services, Inc. | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2013 | Q3 2013 | 2 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2020 | 2 |
Cornerstone Investment Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
FOUNDERS FINANCIAL SECURITIES LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q4 2016 | Q1 2017 | 2 |
AQR Arbitrage LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q2 2017 | 2 |
MYCIO WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
People's United Financial, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Paragon Capital Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Lee Financial Co | 2 | 2 | 0.06% | 0.07% | 0.07% | Q1 2018 | Q2 2018 | 2 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 2 |
Apriem Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2016 | 2 |
PROFFITT & GOODSON INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.30% | 0.31% | 0.31% | Q4 2014 | Q1 2015 | 2 |
Concert Wealth Management Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q3 2016 | 2 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 2 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2021 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 2 |
STALEY CAPITAL ADVISERS INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q2 2016 | 2 |
Hutchin Hill Capital, LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2014 | Q4 2016 | 2 |
Scotia Asset Management L.P. | 2 | 2 | 5.40% | 5.88% | 6.37% | Q2 2013 | Q3 2013 | 2 |
Heathbridge Capital Management Ltd. | 2 | 2 | 0.20% | 0.21% | 0.21% | Q2 2017 | Q3 2017 | 2 |
CSS LLC/IL | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q1 2017 | 2 |
Timber Creek Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q4 2016 | 2 |
Mizuho Trust & Banking Co., Ltd. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q1 2015 | 2 |
Nelson Capital Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2019 | 2 |
Axiom Investment Management LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q1 2019 | 2 |
J.Safra Asset Management Corp | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q3 2016 | 2 |
Baillie Gifford | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Simply Money Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Column Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Spark Investment Management LLC | 2 | 2 | 0.21% | 0.23% | 0.25% | Q2 2014 | Q3 2014 | 2 |
Horizon Investments, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q1 2017 | 2 |
Airain ltd | 1 | 1 | 0.02% | 0.06% | 0.10% | Q1 2016 | Q2 2017 | 2 |
Desjardins Global Asset Management Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Spectrum Financial Alliance Ltd LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
Edge Wealth Management LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q4 2018 | 2 |
BRAVE ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
High Falls Advisors, Inc | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2016 | Q3 2016 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.32% | 0.32% | 0.32% | Q2 2013 | Q3 2013 | 2 |
D. SCOTT NEAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
Moreno Evelyn V | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q2 2022 | 2 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 2 |
Van Hulzen Asset Management, LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q4 2014 | Q1 2015 | 2 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2018 | 2 |
FinTrust Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Ada Investment Management, LP | 2 | 2 | 0.37% | 0.56% | 0.75% | Q3 2015 | Q4 2015 | 2 |
NorthRock Partners, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q3 2019 | Q4 2019 | 2 |
OPSEU Pension Plan Trust Fund | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2022 | Q3 2022 | 2 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 2 |
True North Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q1 2021 | 2 |
River Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
D'Orazio & Associates, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Regal Wealth Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Integrated Advisors Network LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Ilmarinen Mutual Pension Insurance Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2016 | Q3 2016 | 2 |
Legacy Bridge, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Norway Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 2 |
First Command Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
First Command Financial Services, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Fusion Family Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Meridian Wealth Management, LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q1 2022 | 2 |
Symmetry Partners, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2019 | Q3 2019 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
SpiderRock Advisors, LLC | 1 | 1 | 0.01% | 0.07% | 0.14% | Q1 2017 | Q1 2017 | 2 |
Pearl River Capital, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
CenterStar Asset Management, LLC | 1 | 1 | 0.02% | 0.06% | 0.10% | Q1 2020 | Q1 2020 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 2 |
Lucia Wealth Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2018 | 2 |
Athanor Capital, LP | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q3 2020 | 2 |
180 WEALTH ADVISORS, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2017 | Q1 2018 | 2 |
SWS Partners | 2 | 2 | 1.18% | 1.26% | 1.34% | Q4 2017 | Q1 2018 | 2 |
CNB Bank | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 2 |
Centerpoint Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2021 | 2 |
Foundations Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Financial & Tax Architects, LLC | 2 | 2 | 0.20% | 0.20% | 0.21% | Q1 2021 | Q2 2021 | 2 |
EWG Elevate Inc. | 2 | 2 | 0.67% | 0.89% | 1.11% | Q4 2019 | Q1 2020 | 2 |
Arabesque Asset Management Ltd | 2 | 2 | 0.22% | 0.23% | 0.24% | Q3 2021 | Q4 2021 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2018 | Q1 2019 | 2 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.10% | 0.12% | 0.13% | Q3 2019 | Q1 2020 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Artemis Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Nalls Sherbakoff Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Golden State Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Americana Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 2 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 2 |
CFM WEALTH PARTNERS LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2020 | Q2 2020 | 2 |
HBC Financial Services, PLLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2021 | 2 |
Westshore Wealth, LLC | 2 | 2 | 0.17% | 0.17% | 0.17% | Q1 2021 | Q2 2021 | 2 |
Tempus Wealth Planning, LLC | 2 | 2 | 0.30% | 0.42% | 0.54% | Q4 2019 | Q1 2020 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Jump Financial, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 2 |
MRA Advisory Group | 2 | 2 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q2 2023 | 2 |
McClarren Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
TNF LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q1 2022 | 2 |
CenterBook Partners LP | 2 | 2 | 0.14% | 0.22% | 0.30% | Q1 2022 | Q2 2022 | 2 |
JB Capital LLC | 2 | 2 | 0.10% | 0.12% | 0.13% | Q3 2021 | Q4 2021 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 2 |
WIN ADVISORS, INC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Long Run Wealth Advisors, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2021 | Q1 2022 | 2 |
LOCKERMAN FINANCIAL GROUP, INC. | 2 | 2 | 0.53% | 0.56% | 0.58% | Q4 2021 | Q1 2022 | 2 |
Morton Brown Family Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Carroll Investors, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2021 | Q1 2022 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Prairie Sky Financial Group LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2023 | Q3 2023 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.05% | 0.07% | 0.10% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.06% | 0.12% | Q2 2023 | Q3 2023 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Asset Management One Co., Ltd. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q2 2016 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2013 | 2 |
COUNTRY CLUB BANK /GFN | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
StellarOne CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
BBVA USA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
TRILLIUM ASSET MANAGEMENT, LLC | 2 | 2 | 0.17% | 0.18% | 0.19% | Q2 2023 | Q3 2023 | 2 |
THOMPSON DAVIS & CO., INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2018 | 2 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q2 2014 | 2 |
HBK INVESTMENTS L P | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2015 | 2 |
KOCH INDUSTRIES INC | 2 | 2 | 0.03% | 0.05% | 0.07% | Q4 2017 | Q1 2018 | 2 |
NEW ENGLAND ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Lynwood Capital Management Inc. | 1 | 1 | 2.89% | 2.89% | 2.89% | Q2 2023 | Q2 2023 | 1 |
Freedman Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Annapolis Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
B, B, H, & B INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 1 | 1 | 2.99% | 2.99% | 2.99% | Q3 2020 | Q3 2020 | 1 |
Clear Perspectives Financial Planning, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
INSIGNEO ADVISORY SERVICES, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
WATER ISLAND CAPITAL LLC | 1 | 1 | 2.41% | 2.41% | 2.41% | Q3 2014 | Q3 2014 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Tri Locum Partners LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Investment Management Corp of Ontario | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2020 | Q4 2020 | 1 |
ASCEND CAPITAL, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
IBERIABANK CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2013 | Q2 2013 | 1 |
Slagle Financial, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
Phocas Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Bangor Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Hartford Financial Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Santa Fe Partners LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2014 | Q1 2014 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
RMR Wealth Builders | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Menard Financial Group LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Sterling Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Adams Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
CAPITAL INTERNATIONAL LTD /CA/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Weil Company, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
TSFG, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Atlas Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Provident Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Ranch Capital Advisors Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Zeno Research, LLC | 1 | 1 | 5.66% | 5.66% | 5.66% | Q3 2021 | Q3 2021 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
CXI Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Beck Bode, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2022 | Q4 2022 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Arden Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
JBJ Investment Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Atwater Malick LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Western Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Brookfield Asset Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
RNC CAPITAL MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q4 2016 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Braun-Bostich & Associates Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2019 | Q2 2019 | 1 |
OLD NATIONAL BANCORP /IN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Rossmore Private Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2017 | Q4 2017 | 1 |
MANA Advisors LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2017 | Q4 2017 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2020 | Q1 2020 | 1 |
FIRST FINANCIAL CORP /IN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
ASSET ADVISORS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
SANDERS MORRIS HARRIS LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q1 2016 | Q1 2016 | 1 |
Townsend & Associates, Inc | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Taylor Hoffman Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ARS Investment Partners, LLC | 1 | 1 | 2.11% | 2.11% | 2.11% | Q2 2013 | Q2 2013 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
MD Financial Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
CAMDEN NATIONAL CORP | 1 | 1 | 1.36% | 1.36% | 1.36% | Q1 2021 | Q1 2021 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MCIA Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2018 | Q4 2018 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MITCHELL SINKLER & STARR/PA | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2013 | Q2 2013 | 1 |
Arbor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
EAGLE ASSET MANAGEMENT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Power Corp of Canada | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Cedar Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Signition LP | 1 | 1 | 4.92% | 4.92% | 4.92% | Q4 2019 | Q4 2019 | 1 |
First Affirmative Financial Network | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2023 | Q4 2023 | 1 |
Sciencast Management LP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2023 | Q2 2023 | 1 |
Ellevest, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
FIRST NATIONAL CORP /MA/ /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Genesis Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
MAI Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2017 | Q4 2017 | 1 |
ALPINE ASSOCIATES ADVISORS | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2014 | Q3 2014 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2019 | Q3 2019 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2017 | Q1 2017 | 1 |
Ironsides Asset Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q4 2015 | 1 |
National Pension Service | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
One Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
ASPIRIANT HOLDINGS S3, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
EverPoint Asset Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2015 | Q3 2015 | 1 |
ARMISTICE CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Tarbox Family Office, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Capital Innovations LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q1 2019 | Q1 2019 | 1 |
Jupiter Investment Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Aristotle Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
LMR Partners LLP | 1 | 1 | 0.82% | 0.82% | 0.82% | Q1 2015 | Q1 2015 | 1 |
Lowe Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Ergoteles LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Colonial Trust Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Freedom Investment Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
ROCKEFELLER FINANCIAL SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Thomasville National Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
INTECH INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Carnick & Kubik, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2013 | Q2 2013 | 1 |
Kiwi Wealth Investments Limited Partnership | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2019 | Q1 2019 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Quadrature Capital LLP | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2015 | Q1 2015 | 1 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 3.04% | 3.04% | 3.04% | Q1 2018 | Q1 2018 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Triangle Securities Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Hilton Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q3 2016 | 1 |
Wilmington Trust, National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
SEI TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Crestline Management, LP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2018 | Q2 2018 | 1 |
Country Club Trust Company, n.a. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Liberty Mutual Group Asset Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Partnervest Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2016 | Q1 2016 | 1 |
Wilson, Kemp & Associates, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2013 | Q2 2013 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
HABER TRILIX ADVISORS, LP | 1 | 1 | 3.04% | 3.04% | 3.04% | Q2 2013 | Q2 2013 | 1 |
AT Bancorp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
DFPG INVESTMENTS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Live Your Vision, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Breithorn Capital Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2013 | Q3 2013 | 1 |
Savant Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2015 | Q2 2015 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Petrus Trust Company, LTA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
CAPITAL COUNSEL LLC/NY | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
First Allied Asset Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2018 | Q2 2018 | 1 |
VSR Financial Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
WADE G W & INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q1 2015 | 1 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2014 | Q1 2014 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2013 | Q2 2013 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q2 2010 | 1 |
Choate Investment Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Handelsbanken Fonder AB | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
LEO BROKERAGE, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Man Investments Ltd | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2014 | Q2 2014 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Ameliora Wealth Management Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Operose Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
SIENA CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Missouri Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1 | 1 | 1.55% | 1.55% | 1.55% | Q4 2021 | Q4 2021 | 1 |
Wealthsimple Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Carter Financial Group, INC. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2022 | Q1 2022 | 1 |
1620 INVESTMENT ADVISORS, INC. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2023 | Q2 2023 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MWA Asset Management | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
EHP Funds Inc. | 1 | 1 | 1.01% | 1.01% | 1.01% | Q1 2022 | Q1 2022 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Cape Investment Advisory, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Timelo Investment Management Inc. | 1 | 1 | 5.52% | 5.52% | 5.52% | Q3 2023 | Q3 2023 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
External links
This page lists all the filers that currently own BCE INC or have owned BCE INC in the past.