Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.03% | 0.14% | Q1 2012 | Q3 2023 | 133 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 126 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 121 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 118 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 111 |
HAP Trading, LLC | 42 | 42 | 0.00% | 0.06% | 0.53% | Q2 2013 | Q3 2023 | 108 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 106 |
UBS Group AG | 36 | 36 | 0.00% | 0.03% | 0.20% | Q4 2014 | Q3 2023 | 106 |
Parallax Volatility Advisers, L.P. | 35 | 6 | 0.00% | 0.03% | 0.17% | Q2 2013 | Q3 2023 | 105 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 101 |
Twin Tree Management, LP | 40 | 3 | 0.00% | 0.11% | 0.55% | Q4 2012 | Q3 2023 | 100 |
Citadel Advisors | 32 | 8 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2023 | 98 |
JANE STREET GROUP, LLC | 36 | 2 | 0.00% | 0.06% | 1.05% | Q1 2014 | Q3 2023 | 94 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.01% | 0.24% | Q2 2013 | Q3 2023 | 91 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.04% | 0.57% | Q4 2015 | Q3 2023 | 90 |
WOLVERINE TRADING, LLC | 13 | 1 | 0.00% | 0.03% | 0.08% | Q3 2016 | Q3 2023 | 77 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 64 |
Creative Planning | 42 | 42 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q3 2023 | 64 |
MILLENNIUM MANAGEMENT LLC | 24 | 1 | 0.00% | 0.05% | 0.23% | Q2 2013 | Q3 2023 | 62 |
TWO SIGMA SECURITIES, LLC | 26 | 26 | 0.00% | 0.03% | 0.10% | Q2 2017 | Q3 2023 | 61 |
CAPITAL FUND MANAGEMENT S.A. | 17 | 1 | 0.00% | 0.11% | 0.68% | Q2 2016 | Q3 2023 | 59 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.04% | 0.21% | 0.79% | Q1 2009 | Q3 2023 | 59 |
Bank of New York Mellon Corp | 42 | 8 | 0.00% | 0.13% | 1.78% | Q1 2011 | Q3 2023 | 58 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.11% | 0.47% | Q2 2013 | Q3 2023 | 58 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.05% | 0.28% | Q2 2013 | Q2 2018 | 58 |
Canal Insurance CO | 31 | 1 | 0.00% | 1.93% | 3.76% | Q2 2013 | Q3 2023 | 57 |
NOMURA HOLDINGS INC | 9 | 1 | 0.00% | 0.17% | 1.20% | Q4 2012 | Q3 2023 | 57 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.15% | 0.39% | Q2 2013 | Q3 2023 | 57 |
Kovack Advisors, Inc. | 40 | 40 | 0.00% | 0.24% | 2.15% | Q4 2013 | Q3 2023 | 56 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.02% | 0.14% | Q3 2018 | Q3 2023 | 56 |
Rehmann Capital Advisory Group | 17 | 1 | 0.03% | 0.10% | 0.23% | Q2 2009 | Q3 2023 | 53 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.02% | 0.12% | Q3 2013 | Q3 2023 | 53 |
INTEGRAL DERIVATIVES, LLC | 18 | 18 | 0.01% | 0.12% | 0.36% | Q4 2013 | Q1 2018 | 52 |
Jefferies Group LLC | 18 | 1 | 0.00% | 0.04% | 0.32% | Q2 2013 | Q3 2022 | 52 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.11% | 0.29% | Q2 2013 | Q3 2023 | 50 |
Raymond James Financial Services Advisors, Inc. | 42 | 42 | 0.00% | 0.12% | 0.38% | Q2 2013 | Q3 2023 | 49 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.02% | 0.22% | Q1 2012 | Q3 2023 | 48 |
MUFG Americas Holdings Corp | 48 | 48 | 0.00% | 0.08% | 0.27% | Q4 2010 | Q3 2022 | 48 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 47 |
First Horizon Advisors, Inc. | 47 | 47 | 0.01% | 0.04% | 0.22% | Q1 2012 | Q3 2023 | 47 |
NWAM LLC | 46 | 46 | 0.02% | 0.27% | 0.71% | Q2 2012 | Q3 2023 | 47 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.11% | 0.26% | Q2 2013 | Q1 2017 | 47 |
MCF Advisors LLC | 40 | 7 | 0.00% | 0.06% | 0.26% | Q4 2011 | Q3 2023 | 47 |
HighTower Advisors, LLC | 17 | 8 | 0.00% | 0.07% | 0.19% | Q2 2013 | Q3 2023 | 46 |
Cubist Systematic Strategies, LLC | 38 | 38 | 0.00% | 0.05% | 0.30% | Q2 2014 | Q3 2023 | 45 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.10% | 0.23% | Q2 2013 | Q3 2023 | 45 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 42 | 42 | 0.00% | 0.09% | 0.21% | Q2 2013 | Q3 2023 | 44 |
WOLVERINE ASSET MANAGEMENT LLC | 19 | 1 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q1 2020 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.01% | 0.07% | 0.57% | Q4 2012 | Q3 2023 | 44 |
CLEAR STREET MARKETS LLC | 16 | 1 | 0.00% | 0.16% | 2.49% | Q2 2014 | Q3 2023 | 43 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 43 | 43 | 0.02% | 0.28% | 1.09% | Q1 2013 | Q3 2023 | 43 |
BRANDES INVESTMENT PARTNERS, LP | 40 | 3 | 0.16% | 1.20% | 2.04% | Q4 2012 | Q3 2023 | 43 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.01% | 0.05% | 0.13% | Q4 2012 | Q2 2023 | 43 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.01% | 0.07% | Q1 2013 | Q3 2023 | 43 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 43 |
SCOTIA CAPITAL INC. | 28 | 13 | 0.01% | 0.05% | 0.27% | Q2 2013 | Q3 2023 | 43 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.10% | 0.20% | Q2 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.01% | 0.05% | 0.08% | Q1 2013 | Q3 2023 | 43 |
CenterStar Asset Management, LLC | 7 | 2 | 0.00% | 0.09% | 0.59% | Q4 2017 | Q1 2023 | 43 |
Cetera Advisor Networks LLC | 43 | 43 | 0.02% | 0.07% | 0.16% | Q1 2013 | Q3 2023 | 43 |
MACQUARIE GROUP LTD | 42 | 42 | 0.00% | 0.14% | 0.28% | Q2 2013 | Q3 2023 | 43 |
PRIVATE TRUST CO NA | 43 | 43 | 0.05% | 0.19% | 0.48% | Q1 2013 | Q3 2023 | 43 |
Pekin Hardy Strauss, Inc. | 43 | 43 | 0.05% | 0.90% | 2.12% | Q1 2013 | Q3 2023 | 43 |
Advisors Asset Management, Inc. | 42 | 42 | 0.02% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.00% | 0.06% | 0.22% | Q2 2013 | Q3 2023 | 42 |
1ST SOURCE BANK | 42 | 42 | 0.03% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.01% | 0.11% | 0.26% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.01% | 0.10% | 0.22% | Q2 2013 | Q3 2023 | 42 |
SIGNATUREFD, LLC | 42 | 42 | 0.02% | 0.07% | 0.23% | Q2 2013 | Q3 2023 | 42 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.25% | 1.09% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Brandywine Global Investment Management, LLC | 42 | 42 | 0.26% | 1.16% | 1.99% | Q2 2013 | Q3 2023 | 42 |
MONTAG A & ASSOCIATES INC | 42 | 42 | 0.00% | 0.17% | 0.97% | Q2 2013 | Q3 2023 | 42 |
Capital Investment Counsel, Inc | 42 | 42 | 0.18% | 0.57% | 1.05% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Fruth Investment Management | 42 | 42 | 0.09% | 0.16% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 42 |
ASSOCIATED BANC-CORP | 42 | 42 | 0.03% | 0.14% | 0.46% | Q2 2013 | Q3 2023 | 42 |
Hanson & Doremus Investment Management | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Fisher Asset Management, LLC | 42 | 42 | 0.04% | 0.19% | 0.41% | Q2 2013 | Q3 2023 | 42 |
PATTEN & PATTEN INC/TN | 42 | 42 | 0.05% | 0.11% | 0.25% | Q2 2013 | Q3 2023 | 42 |
Nikko Asset Management Americas, Inc. | 42 | 42 | 0.02% | 1.16% | 3.12% | Q2 2013 | Q3 2023 | 42 |
PRIVATE ASSET MANAGEMENT INC | 42 | 42 | 0.16% | 0.76% | 1.31% | Q2 2013 | Q3 2023 | 42 |
Aull & Monroe Investment Management Corp | 42 | 42 | 0.20% | 0.46% | 0.86% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 42 | 42 | 0.04% | 0.11% | 0.26% | Q2 2013 | Q3 2023 | 42 |
ADIRONDACK TRUST CO | 42 | 42 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.02% | 0.19% | 0.35% | Q2 2013 | Q3 2023 | 42 |
CAPE COD FIVE CENTS SAVINGS BANK | 42 | 42 | 0.04% | 0.29% | 0.65% | Q2 2013 | Q3 2023 | 42 |
BURNEY CO/ | 42 | 42 | 0.05% | 0.19% | 0.55% | Q2 2013 | Q3 2023 | 42 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 42 | 42 | 0.20% | 0.43% | 0.71% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.00% | 0.01% | 0.03% | Q2 2012 | Q4 2022 | 42 |
Wellington Shields & Co., LLC | 42 | 42 | 0.03% | 0.37% | 0.81% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.07% | 0.23% | 0.48% | Q2 2013 | Q3 2023 | 42 |
MONARCH CAPITAL MANAGEMENT INC/ | 42 | 42 | 0.20% | 0.65% | 1.48% | Q2 2013 | Q3 2023 | 42 |
SHELTON CAPITAL MANAGEMENT | 42 | 42 | 0.01% | 0.22% | 0.46% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
COURIER CAPITAL LLC | 42 | 42 | 0.05% | 0.21% | 0.47% | Q2 2013 | Q3 2023 | 42 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
North Star Investment Management Corp. | 42 | 42 | 0.04% | 0.11% | 0.18% | Q2 2013 | Q3 2023 | 42 |
AR ASSET MANAGEMENT INC | 42 | 42 | 0.08% | 0.17% | 0.27% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 42 | 42 | 0.10% | 0.21% | 0.45% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.09% | 0.20% | 0.48% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.04% | 0.16% | 0.28% | Q2 2013 | Q3 2023 | 42 |
PACIFIC HEIGHTS ASSET MANAGEMENT LLC | 42 | 42 | 0.30% | 0.71% | 2.03% | Q2 2013 | Q3 2023 | 42 |
Sabal Trust CO | 42 | 42 | 0.04% | 0.09% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Argyle Capital Management Inc. | 42 | 42 | 0.23% | 0.69% | 1.19% | Q2 2013 | Q3 2023 | 42 |
MOODY NATIONAL BANK TRUST DIVISION | 42 | 42 | 0.03% | 0.11% | 0.23% | Q2 2013 | Q3 2023 | 42 |
ARROW FINANCIAL CORP | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Calamos Advisors LLC | 42 | 42 | 0.05% | 0.13% | 0.27% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisors LLC | 42 | 42 | 0.00% | 0.15% | 0.42% | Q2 2013 | Q3 2023 | 42 |
DAVENPORT & Co LLC | 42 | 42 | 0.01% | 0.17% | 0.72% | Q2 2013 | Q3 2023 | 42 |
WEBSTER BANK, N. A. | 42 | 42 | 0.00% | 0.31% | 1.08% | Q2 2013 | Q3 2023 | 42 |
AUXIER ASSET MANAGEMENT | 42 | 42 | 0.75% | 1.57% | 2.50% | Q2 2013 | Q3 2023 | 42 |
FIRST FINANCIAL CORP /IN/ | 42 | 42 | 0.59% | 1.01% | 1.50% | Q2 2013 | Q3 2023 | 42 |
SEGALL BRYANT & HAMILL, LLC | 35 | 7 | 0.00% | 0.01% | 0.03% | Q1 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.03% | 0.09% | 0.17% | Q2 2013 | Q3 2023 | 42 |
GRANDFIELD & DODD, LLC | 42 | 42 | 0.04% | 0.13% | 0.43% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.01% | 0.12% | 0.23% | Q2 2013 | Q3 2023 | 42 |
NEVILLE RODIE & SHAW INC | 42 | 42 | 0.38% | 1.27% | 2.21% | Q3 2013 | Q4 2023 | 42 |
MOTCO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.01% | 0.08% | 0.21% | Q2 2013 | Q3 2023 | 42 |
LOWE BROCKENBROUGH & CO INC | 42 | 42 | 0.02% | 0.10% | 0.28% | Q2 2013 | Q3 2023 | 42 |
Goelzer Investment Management, Inc. | 31 | 11 | 0.02% | 0.08% | 0.17% | Q1 2013 | Q3 2023 | 42 |
KARPAS STRATEGIES, LLC | 42 | 42 | 0.14% | 0.28% | 0.48% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.02% | 0.08% | 0.27% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.02% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 42 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 42 | 42 | 0.16% | 0.46% | 0.71% | Q2 2013 | Q3 2023 | 42 |
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | 42 | 42 | 0.27% | 0.96% | 1.65% | Q2 2013 | Q3 2023 | 42 |
KEMPNER CAPITAL MANAGEMENT INC. | 42 | 42 | 2.48% | 3.57% | 5.30% | Q2 2013 | Q3 2023 | 42 |
GLENMEDE TRUST CO NA | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
MONETARY MANAGEMENT GROUP INC | 42 | 42 | 0.01% | 0.17% | 0.55% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.01% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.04% | 0.18% | 0.38% | Q2 2013 | Q3 2023 | 42 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.05% | 0.19% | 0.38% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 42 |
ROTHSCHILD INVESTMENT LLC /IL | 42 | 42 | 0.15% | 0.28% | 0.49% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.01% | 0.07% | 0.30% | Q2 2013 | Q3 2023 | 42 |
THOMPSON SIEGEL & WALMSLEY LLC | 42 | 42 | 0.00% | 0.15% | 0.86% | Q2 2013 | Q3 2023 | 42 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 42 | 42 | 0.03% | 0.10% | 0.20% | Q2 2013 | Q3 2023 | 42 |
WOODSTOCK CORP | 42 | 42 | 0.04% | 0.32% | 0.93% | Q3 2013 | Q4 2023 | 42 |
WEDBUSH SECURITIES INC | 42 | 42 | 0.06% | 0.18% | 0.32% | Q2 2013 | Q3 2023 | 42 |
WILKINS INVESTMENT COUNSEL INC | 42 | 42 | 1.69% | 2.79% | 3.76% | Q2 2013 | Q3 2023 | 42 |
Edge Wealth Management LLC | 42 | 42 | 0.19% | 1.96% | 4.49% | Q2 2013 | Q3 2023 | 42 |
KANAWHA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.03% | 0.09% | 0.26% | Q2 2013 | Q3 2023 | 42 |
DUNCKER STREETT & CO INC | 42 | 42 | 0.03% | 0.13% | 0.30% | Q2 2013 | Q3 2023 | 42 |
MEYER HANDELMAN CO | 42 | 42 | 0.18% | 0.66% | 1.20% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.01% | 0.13% | 0.69% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.02% | 0.10% | 0.18% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.02% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.10% | 0.31% | 0.62% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.02% | 0.08% | 0.19% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.01% | 0.34% | 0.89% | Q2 2013 | Q3 2023 | 42 |
ALTRINSIC GLOBAL ADVISORS LLC | 42 | 42 | 0.68% | 2.10% | 6.34% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Bollard Group LLC | 42 | 42 | 0.14% | 0.42% | 0.84% | Q2 2013 | Q3 2023 | 42 |
CENTRAL BANK & TRUST CO | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 42 |
TWO SIGMA INVESTMENTS, LP | 15 | 10 | 0.00% | 0.22% | 0.68% | Q2 2013 | Q3 2023 | 42 |
Allworth Financial LP | 42 | 42 | 0.00% | 0.04% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.03% | 0.09% | 0.22% | Q2 2013 | Q2 2023 | 41 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 30 | 11 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 41 |
LOGAN CAPITAL MANAGEMENT INC | 41 | 41 | 0.03% | 0.09% | 0.32% | Q3 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.03% | 0.13% | 0.27% | Q2 2013 | Q3 2023 | 41 |
Huber Capital Management LLC | 41 | 41 | 0.29% | 1.91% | 6.30% | Q3 2013 | Q3 2023 | 41 |
WELCH & FORBES LLC | 28 | 13 | 0.02% | 0.10% | 0.17% | Q2 2013 | Q3 2023 | 41 |
TCI Wealth Advisors, Inc. | 28 | 13 | 0.02% | 0.06% | 0.20% | Q4 2012 | Q1 2023 | 41 |
WESBANCO BANK INC | 30 | 11 | 0.03% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 41 |
Mondrian Investment Partners LTD | 41 | 41 | 0.39% | 1.07% | 2.02% | Q3 2013 | Q3 2023 | 41 |
Douglass Winthrop Advisors, LLC | 27 | 14 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 41 |
Moors & Cabot, Inc. | 39 | 39 | 0.00% | 0.59% | 1.29% | Q1 2014 | Q3 2023 | 41 |
FINANCIAL COUNSELORS INC | 28 | 13 | 0.02% | 0.26% | 0.45% | Q2 2013 | Q3 2023 | 41 |
Linscomb & Williams, Inc. | 35 | 6 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 41 |
TOMPKINS FINANCIAL CORP | 28 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2023 | 41 |
OPTIMUM INVESTMENT ADVISORS | 34 | 7 | 0.06% | 0.15% | 0.28% | Q3 2013 | Q4 2023 | 41 |
PEAPACK GLADSTONE FINANCIAL CORP | 30 | 11 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 41 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 34 | 7 | 0.01% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 41 |
CAPITAL ADVISORS INC/OK | 30 | 1 | 0.00% | 0.70% | 2.86% | Q2 2013 | Q3 2023 | 41 |
Financial Management Professionals, Inc. | 34 | 7 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 41 |
JFS WEALTH ADVISORS, LLC | 31 | 10 | 0.01% | 0.06% | 0.30% | Q2 2013 | Q3 2023 | 41 |
OLD NATIONAL BANCORP /IN/ | 30 | 11 | 0.01% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 41 |
BRYN MAWR TRUST Co | 31 | 10 | 0.01% | 0.04% | 0.12% | Q1 2013 | Q3 2023 | 41 |
J.P. Morgan Private Wealth Advisors LLC | 40 | 1 | 0.02% | 0.07% | 0.28% | Q2 2013 | Q3 2023 | 41 |
HM PAYSON & CO | 22 | 19 | 0.01% | 0.25% | 1.08% | Q2 2013 | Q3 2023 | 41 |
Gradient Investments LLC | 39 | 2 | 0.00% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 41 |
Bartlett & Co. LLC | 26 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2023 | 41 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 36 | 5 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 41 |
TORONTO DOMINION BANK | 36 | 2 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 41 |
First Financial Bank - Trust Division | 24 | 17 | 0.07% | 0.21% | 0.37% | Q1 2013 | Q4 2023 | 41 |
CIBC WORLD MARKET INC. | 34 | 7 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 41 |
FORVIS Wealth Advisors, LLC | 41 | 41 | 0.01% | 0.07% | 0.17% | Q3 2013 | Q3 2023 | 41 |
RMB Capital Management, LLC | 26 | 15 | 0.01% | 0.20% | 0.34% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 41 |
Parkside Financial Bank & Trust | 35 | 6 | 0.00% | 0.06% | 0.30% | Q2 2013 | Q3 2023 | 41 |
Sandy Spring Bank | 38 | 3 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 41 |
HOERTKORN RICHARD CHARLES | 40 | 40 | 0.01% | 1.80% | 3.97% | Q4 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.05% | 0.12% | 0.21% | Q4 2013 | Q3 2023 | 40 |
Busey Bank | 23 | 1 | 0.01% | 0.07% | 0.22% | Q2 2013 | Q3 2023 | 40 |
GEODE CAPITAL MANAGEMENT, LLC | 40 | 40 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 40 |
Stonebridge Capital Advisors LLC | 40 | 40 | 0.01% | 0.54% | 1.17% | Q4 2013 | Q3 2023 | 40 |
Hilltop Holdings Inc. | 40 | 40 | 0.05% | 0.21% | 0.43% | Q4 2013 | Q3 2023 | 40 |
Avior Wealth Management, LLC | 40 | 40 | 0.01% | 0.16% | 0.72% | Q4 2013 | Q3 2023 | 40 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 38 | 2 | 0.01% | 0.11% | 0.43% | Q2 2013 | Q3 2023 | 40 |
NORTHEAST INVESTMENT MANAGEMENT | 28 | 1 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 40 |
Dynamic Advisor Solutions LLC | 40 | 40 | 0.02% | 0.33% | 1.89% | Q4 2013 | Q3 2023 | 40 |
Tradewinds Capital Management, LLC | 40 | 40 | 0.11% | 0.30% | 0.66% | Q4 2013 | Q3 2023 | 40 |
MERIDIAN INVESTMENT COUNSEL INC. | 40 | 40 | 0.50% | 1.12% | 1.90% | Q4 2013 | Q3 2023 | 40 |
STATE STREET CORP | 32 | 8 | 0.03% | 0.09% | 0.20% | Q2 2013 | Q3 2023 | 40 |
PEOPLES FINANCIAL SERVICES CORP. | 40 | 40 | 0.07% | 0.15% | 0.24% | Q4 2013 | Q3 2023 | 40 |
Baker Ellis Asset Management LLC | 27 | 13 | 0.05% | 0.29% | 0.92% | Q2 2013 | Q3 2023 | 40 |
TRUST CO OF VERMONT | 33 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 40 |
JOHNSON INVESTMENT COUNSEL INC | 37 | 3 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.02% | 0.09% | 0.17% | Q2 2013 | Q2 2023 | 40 |
TWO SIGMA ADVISERS, LP | 14 | 7 | 0.00% | 0.19% | 0.79% | Q2 2013 | Q3 2023 | 40 |
MCKINLEY CAPITAL MANAGEMENT LLC | 40 | 40 | 0.01% | 0.07% | 0.19% | Q4 2013 | Q3 2023 | 40 |
Checchi Capital Advisers, LLC | 40 | 40 | 0.04% | 0.10% | 0.29% | Q4 2013 | Q3 2023 | 40 |
CITY HOLDING CO | 40 | 40 | 0.05% | 0.28% | 0.58% | Q4 2013 | Q3 2023 | 40 |
WINSLOW ASSET MANAGEMENT INC | 29 | 11 | 0.04% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 40 |
TD Capital Management LLC | 35 | 5 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 40 |
Coastline Trust Co | 29 | 11 | 0.03% | 0.12% | 0.52% | Q2 2013 | Q3 2023 | 40 |
Hartford Financial Management Inc. | 32 | 1 | 0.02% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 40 |
B. Riley Wealth Advisors, Inc. | 34 | 1 | 0.00% | 0.21% | 0.67% | Q2 2013 | Q3 2023 | 40 |
GAM Holding AG | 34 | 6 | 0.02% | 0.10% | 0.25% | Q2 2013 | Q3 2023 | 40 |
Oakworth Capital, Inc. | 40 | 40 | 0.02% | 0.05% | 0.10% | Q4 2013 | Q3 2023 | 40 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 35 | 2 | 0.02% | 0.91% | 2.19% | Q2 2013 | Q3 2023 | 40 |
CoreCommodity Management, LLC | 31 | 9 | 0.12% | 0.79% | 2.70% | Q3 2013 | Q3 2023 | 40 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q4 2022 | 39 |
NBT BANK N A /NY | 17 | 11 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 39 |
Advisory Services Network, LLC | 27 | 12 | 0.01% | 0.06% | 0.16% | Q4 2013 | Q3 2023 | 39 |
Cohen Capital Management, Inc. | 29 | 10 | 0.04% | 0.10% | 0.18% | Q2 2013 | Q3 2023 | 39 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 39 |
Tower Research Capital LLC (TRC) | 29 | 2 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q3 2023 | 39 |
CHOREO, LLC | 39 | 39 | 0.01% | 0.09% | 0.22% | Q1 2014 | Q3 2023 | 39 |
Willis Investment Counsel | 39 | 39 | 0.45% | 1.05% | 1.51% | Q2 2013 | Q4 2022 | 39 |
ATWOOD & PALMER INC | 39 | 39 | 0.01% | 0.06% | 0.35% | Q1 2014 | Q3 2023 | 39 |
Sequoia Financial Advisors, LLC | 31 | 8 | 0.01% | 0.14% | 1.01% | Q4 2013 | Q3 2023 | 39 |
Plante Moran Financial Advisors, LLC | 36 | 1 | 0.00% | 0.07% | 0.21% | Q2 2013 | Q2 2023 | 39 |
CULLINAN ASSOCIATES INC | 35 | 1 | 0.02% | 0.15% | 0.55% | Q2 2013 | Q3 2023 | 39 |
MAIRS & POWER INC | 34 | 5 | 0.00% | 0.07% | 0.36% | Q2 2013 | Q3 2023 | 39 |
THRIVENT FINANCIAL FOR LUTHERANS | 32 | 1 | 0.00% | 0.10% | 0.87% | Q2 2013 | Q3 2023 | 39 |
NEW YORK STATE COMMON RETIREMENT FUND | 27 | 12 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 39 |
Bluefin Trading, LLC | 11 | 1 | 0.00% | 0.06% | 0.29% | Q4 2013 | Q2 2020 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.08% | 0.36% | Q1 2014 | Q3 2023 | 39 |
Savant Capital, LLC | 35 | 4 | 0.01% | 0.10% | 0.24% | Q4 2013 | Q3 2023 | 39 |
CKW FINANCIAL GROUP | 37 | 2 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 39 |
DELTA ASSET MANAGEMENT LLC/TN | 35 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 39 |
Johnson Financial Group, Inc. | 37 | 1 | 0.00% | 0.04% | 0.22% | Q2 2013 | Q3 2023 | 38 |
Hudock, Inc. | 38 | 38 | 0.01% | 0.08% | 0.27% | Q2 2013 | Q3 2022 | 38 |
BLUESTEIN R H & CO LLC | 38 | 38 | 0.01% | 0.06% | 0.17% | Q2 2013 | Q3 2022 | 38 |
FAS Wealth Partners, Inc. | 27 | 1 | 0.00% | 0.15% | 0.46% | Q4 2013 | Q3 2023 | 38 |
Covington Capital Management | 38 | 38 | 0.11% | 0.35% | 0.76% | Q2 2013 | Q3 2022 | 38 |
Vigilant Capital Management, LLC | 30 | 8 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2023 | 38 |
Cambridge Investment Research Advisors, Inc. | 26 | 1 | 0.06% | 0.14% | 0.21% | Q2 2013 | Q3 2023 | 38 |
Prospera Financial Services Inc | 38 | 38 | 0.01% | 0.10% | 0.22% | Q2 2014 | Q3 2023 | 38 |
GAMCO INVESTORS, INC. ET AL | 32 | 6 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2023 | 38 |
HOWE & RUSLING INC | 38 | 38 | 0.00% | 0.04% | 0.15% | Q2 2013 | Q3 2022 | 38 |
ACADIAN ASSET MANAGEMENT LLC | 23 | 1 | 0.00% | 1.02% | 2.71% | Q3 2013 | Q3 2023 | 38 |
Mariner, LLC | 28 | 3 | 0.02% | 0.03% | 0.17% | Q2 2013 | Q3 2023 | 38 |
American Research & Management Co. | 38 | 38 | 0.03% | 0.14% | 0.28% | Q2 2013 | Q3 2022 | 38 |
Sanders Capital, LLC | 38 | 38 | 0.38% | 1.97% | 4.50% | Q4 2010 | Q1 2020 | 38 |
LEE DANNER & BASS INC | 37 | 1 | 0.03% | 0.24% | 0.37% | Q4 2013 | Q3 2023 | 38 |
M&R CAPITAL MANAGEMENT INC | 38 | 38 | 0.06% | 0.48% | 1.40% | Q3 2014 | Q4 2023 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2022 | 38 |
1832 Asset Management L.P. | 34 | 3 | 0.00% | 0.02% | 0.64% | Q1 2014 | Q3 2023 | 37 |
South Dakota Investment Council | 37 | 37 | 0.18% | 0.57% | 1.34% | Q3 2014 | Q3 2023 | 37 |
Choate Investment Advisors | 27 | 10 | 0.02% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 37 |
WealthTrust Axiom LLC | 28 | 9 | 0.07% | 0.15% | 0.26% | Q2 2013 | Q3 2023 | 37 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 37 | 37 | 0.02% | 0.09% | 0.29% | Q2 2013 | Q2 2022 | 37 |
Avidian Wealth Solutions, LLC | 31 | 3 | 0.00% | 0.07% | 0.17% | Q4 2014 | Q3 2023 | 37 |
STOCK YARDS BANK & TRUST CO | 31 | 6 | 0.04% | 0.11% | 0.19% | Q2 2013 | Q3 2023 | 37 |
Capital Advisors, Ltd. LLC | 37 | 37 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q4 2022 | 37 |
Lowe Wealth Advisors, LLC | 37 | 37 | 0.01% | 0.03% | 0.05% | Q4 2014 | Q4 2023 | 37 |
Focused Wealth Management, Inc | 19 | 18 | 0.00% | 0.02% | 0.08% | Q3 2013 | Q3 2023 | 37 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 37 | 37 | 0.12% | 0.30% | 0.49% | Q2 2013 | Q2 2022 | 37 |
Van Cleef Asset Management,Inc | 37 | 37 | 0.18% | 1.64% | 3.09% | Q2 2013 | Q2 2022 | 37 |
Atlas Brown,Inc. | 37 | 37 | 0.09% | 0.52% | 1.07% | Q3 2014 | Q3 2023 | 37 |
GHP Investment Advisors, Inc. | 29 | 7 | 0.00% | 0.08% | 0.18% | Q2 2013 | Q3 2023 | 36 |
CWM, LLC | 20 | 1 | 0.00% | 0.05% | 0.63% | Q4 2013 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.03% | 0.11% | Q4 2014 | Q3 2023 | 36 |
AllSquare Wealth Management LLC | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
IAT REINSURANCE CO LTD. | 36 | 36 | 0.03% | 0.11% | 0.37% | Q4 2014 | Q3 2023 | 36 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 36 | 36 | 0.67% | 1.39% | 1.84% | Q4 2014 | Q3 2023 | 36 |
Community Bank, N.A. | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
1834 INVESTMENT ADVISORS CO | 20 | 16 | 0.00% | 0.27% | 1.47% | Q2 2013 | Q3 2022 | 36 |
BOSTON FINANCIAL MANGEMENT LLC | 29 | 7 | 0.01% | 0.07% | 0.23% | Q2 2013 | Q1 2023 | 36 |
SVB WEALTH LLC | 36 | 36 | 0.01% | 0.07% | 0.16% | Q4 2014 | Q3 2023 | 36 |
AMERICAN NATIONAL INSURANCE CO | 36 | 36 | 0.05% | 0.16% | 0.26% | Q2 2013 | Q1 2022 | 36 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 36 | 36 | 0.40% | 0.86% | 1.23% | Q4 2014 | Q3 2023 | 36 |
Ameritas Investment Partners, Inc. | 36 | 36 | 0.00% | 0.03% | 0.20% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.02% | 0.09% | 0.15% | Q2 2013 | Q1 2022 | 36 |
Capital Analysts, LLC | 26 | 10 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 36 |
OLD SECOND NATIONAL BANK OF AURORA | 36 | 36 | 0.02% | 0.06% | 0.14% | Q4 2014 | Q3 2023 | 36 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 29 | 1 | 0.05% | 0.22% | 0.52% | Q2 2013 | Q3 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.05% | 0.13% | 0.22% | Q4 2014 | Q3 2023 | 36 |
Glassman Wealth Services | 36 | 36 | 0.02% | 0.09% | 0.17% | Q4 2014 | Q3 2023 | 36 |
Azimuth Capital Management LLC | 36 | 36 | 0.06% | 0.25% | 0.59% | Q2 2013 | Q1 2022 | 36 |
PARK NATIONAL CORP /OH/ | 27 | 2 | 0.01% | 0.09% | 0.24% | Q2 2013 | Q4 2023 | 36 |
PINNACLE FINANCIAL PARTNERS INC | 36 | 36 | 0.01% | 0.12% | 0.36% | Q4 2014 | Q3 2023 | 36 |
VALLEY NATIONAL ADVISERS INC | 28 | 7 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 35 |
Glenview Trust Co | 21 | 1 | 0.01% | 0.12% | 1.14% | Q4 2008 | Q3 2023 | 35 |
Employees Retirement System of Texas | 25 | 10 | 0.02% | 0.20% | 0.31% | Q2 2013 | Q3 2023 | 35 |
AMG National Trust Bank | 35 | 35 | 0.04% | 0.12% | 0.20% | Q2 2013 | Q4 2021 | 35 |
CHICAGO TRUST Co NA | 35 | 35 | 0.11% | 0.30% | 0.61% | Q1 2015 | Q3 2023 | 35 |
Barrett Asset Management, LLC | 35 | 35 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q4 2021 | 35 |
FULTON BANK, N.A. | 31 | 4 | 0.02% | 0.22% | 0.44% | Q2 2013 | Q4 2023 | 35 |
SHUFRO ROSE & CO LLC | 34 | 1 | 0.02% | 0.34% | 0.77% | Q3 2012 | Q3 2021 | 35 |
Cranbrook Wealth Management, LLC | 29 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 35 |
KINGS POINT CAPITAL MANAGEMENT | 33 | 2 | 0.03% | 0.11% | 0.39% | Q2 2013 | Q1 2022 | 35 |
BRIDGES INVESTMENT MANAGEMENT INC | 25 | 10 | 0.01% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 35 |
Wellington Shields Capital Management, LLC | 28 | 7 | 0.01% | 0.16% | 0.27% | Q2 2013 | Q3 2023 | 35 |
FIRST MIDWEST BANK TRUST DIVISION | 35 | 35 | 0.12% | 0.29% | 0.49% | Q2 2013 | Q4 2021 | 35 |
PALLADIUM PARTNERS LLC | 30 | 5 | 0.01% | 0.35% | 1.42% | Q2 2013 | Q1 2022 | 35 |
SIGMA INVESTMENT COUNSELORS INC | 27 | 1 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 35 |
ROPES WEALTH ADVISORS LLC | 35 | 35 | 0.05% | 0.21% | 0.36% | Q1 2015 | Q3 2023 | 35 |
SG Americas Securities, LLC | 18 | 3 | 0.00% | 0.04% | 0.40% | Q2 2013 | Q1 2023 | 35 |
HERITAGE INVESTORS MANAGEMENT CORP | 30 | 5 | 0.01% | 0.07% | 0.15% | Q2 2013 | Q2 2022 | 35 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q4 2021 | 35 |
D'Orazio & Associates, Inc. | 21 | 4 | 0.03% | 0.07% | 0.19% | Q4 2013 | Q3 2023 | 35 |
Texas Yale Capital Corp. | 23 | 11 | 0.01% | 0.04% | 0.08% | Q1 2015 | Q3 2023 | 34 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 34 | 34 | 0.08% | 0.16% | 0.24% | Q2 2015 | Q3 2023 | 34 |
ProVise Management Group, LLC | 27 | 7 | 0.02% | 0.12% | 0.31% | Q2 2013 | Q3 2023 | 34 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 34 | 34 | 0.00% | 0.05% | 0.11% | Q2 2015 | Q3 2023 | 34 |
FDx Advisors, Inc. | 25 | 1 | 0.01% | 0.07% | 0.14% | Q2 2014 | Q3 2023 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.01% | 0.03% | 0.14% | Q4 2013 | Q1 2022 | 34 |
THOMAS WHITE INTERNATIONAL LTD | 32 | 2 | 0.00% | 0.73% | 1.42% | Q2 2013 | Q1 2022 | 34 |
HENNESSY ADVISORS INC | 27 | 7 | 0.06% | 0.23% | 0.45% | Q2 2013 | Q3 2023 | 34 |
Carroll Financial Associates, Inc. | 34 | 34 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q4 2021 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.03% | 0.11% | 0.27% | Q2 2015 | Q3 2023 | 34 |
Regal Investment Advisors LLC | 15 | 9 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.02% | 0.06% | 0.15% | Q2 2015 | Q3 2023 | 34 |
Point72 Asset Management, L.P. | 10 | 1 | 0.00% | 0.18% | 0.72% | Q1 2015 | Q3 2023 | 34 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 28 | 6 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q4 2022 | 34 |
ASSETMARK, INC | 33 | 33 | 0.00% | 0.02% | 0.10% | Q3 2015 | Q3 2023 | 33 |
Cornerstone Wealth Management, LLC | 25 | 3 | 0.00% | 0.12% | 0.39% | Q3 2016 | Q3 2023 | 33 |
CASTLEARK MANAGEMENT LLC | 33 | 33 | 0.00% | 0.19% | 0.49% | Q2 2013 | Q2 2021 | 33 |
LYNCH & ASSOCIATES/IN | 33 | 33 | 0.05% | 0.80% | 1.82% | Q3 2013 | Q3 2021 | 33 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.01% | 0.10% | 0.26% | Q2 2013 | Q2 2021 | 33 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 29 | 4 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 33 |
SNOW CAPITAL MANAGEMENT LP | 33 | 33 | 0.14% | 0.83% | 2.95% | Q2 2013 | Q2 2021 | 33 |
USCA RIA LLC | 33 | 33 | 0.06% | 0.32% | 0.56% | Q2 2013 | Q2 2021 | 33 |
HOWLAND CAPITAL MANAGEMENT LLC | 31 | 1 | 0.01% | 0.05% | 0.20% | Q2 2013 | Q3 2023 | 33 |
PARSONS CAPITAL MANAGEMENT INC/RI | 26 | 1 | 0.02% | 0.11% | 0.25% | Q2 2013 | Q3 2023 | 33 |
First American Bank | 20 | 4 | 0.03% | 0.16% | 0.44% | Q2 2013 | Q4 2021 | 33 |
CAMBRIDGE TRUST CO | 16 | 8 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 33 |
Endurance Wealth Management, Inc. | 33 | 33 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2023 | 33 |
Koshinski Asset Management, Inc. | 14 | 4 | 0.03% | 0.13% | 0.35% | Q4 2014 | Q3 2023 | 33 |
BLB&B Advisors, LLC | 33 | 33 | 0.02% | 0.24% | 0.44% | Q2 2013 | Q2 2021 | 33 |
ALTFEST L J & CO INC | 11 | 5 | 0.04% | 0.16% | 0.53% | Q4 2013 | Q3 2023 | 33 |
PRICE T ROWE ASSOCIATES INC /MD/ | 18 | 3 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 32 |
Atlantic Union Bankshares Corp | 21 | 5 | 0.02% | 0.34% | 1.52% | Q1 2014 | Q3 2023 | 32 |
Sheaff Brock Investment Advisors, LLC | 32 | 32 | 0.02% | 0.10% | 0.29% | Q4 2015 | Q3 2023 | 32 |
WEDGEWOOD INVESTORS INC /PA/ | 27 | 1 | 0.26% | 0.48% | 0.81% | Q2 2013 | Q4 2022 | 32 |
WESPAC Advisors SoCal, LLC | 32 | 32 | 0.09% | 0.12% | 0.32% | Q4 2015 | Q3 2023 | 32 |
OARSMAN CAPITAL, INC. | 30 | 1 | 0.08% | 0.23% | 0.42% | Q2 2013 | Q1 2022 | 32 |
FEDERATED HERMES, INC. | 29 | 1 | 0.00% | 0.47% | 0.80% | Q2 2013 | Q3 2023 | 32 |
LINCOLN NATIONAL CORP | 32 | 32 | 0.02% | 0.03% | 0.06% | Q4 2015 | Q3 2023 | 32 |
First PREMIER Bank | 32 | 32 | 0.00% | 0.01% | 0.05% | Q4 2015 | Q3 2023 | 32 |
AMERICAN NATIONAL BANK | 21 | 3 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 32 |
Princeton Portfolio Strategies Group LLC | 32 | 32 | 0.06% | 0.27% | 0.86% | Q2 2013 | Q1 2021 | 32 |
MAI Capital Management | 25 | 3 | 0.00% | 0.10% | 0.36% | Q2 2013 | Q3 2023 | 32 |
Verition Fund Management LLC | 13 | 1 | 0.00% | 0.16% | 1.14% | Q1 2016 | Q3 2023 | 32 |
Ausdal Financial Partners, Inc. | 32 | 32 | 0.12% | 0.20% | 0.40% | Q4 2015 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.01% | 0.02% | 0.07% | Q1 2016 | Q4 2023 | 32 |
PRELUDE CAPITAL MANAGEMENT, LLC | 13 | 1 | 0.00% | 0.03% | 0.14% | Q1 2013 | Q1 2023 | 32 |
Cetera Investment Advisers | 32 | 32 | 0.00% | 0.12% | 0.30% | Q4 2015 | Q3 2023 | 32 |
HOURGLASS CAPITAL, LLC | 28 | 4 | 0.03% | 1.52% | 2.82% | Q4 2013 | Q2 2023 | 32 |
Carnegie Capital Asset Management, LLC | 30 | 2 | 0.01% | 0.14% | 0.50% | Q2 2013 | Q1 2023 | 32 |
One Capital Management, LLC | 31 | 1 | 0.05% | 0.39% | 0.53% | Q1 2014 | Q1 2022 | 32 |
Pacer Advisors, Inc. | 14 | 1 | 0.02% | 0.40% | 2.81% | Q4 2013 | Q3 2023 | 32 |
ADVISORS MANAGEMENT GROUP INC /ADV | 32 | 32 | 0.08% | 0.16% | 0.26% | Q4 2015 | Q3 2023 | 32 |
COLONY GROUP LLC | 23 | 2 | 0.00% | 0.04% | 0.10% | Q1 2014 | Q3 2023 | 32 |
American Assets Investment Management, LLC | 31 | 31 | 1.18% | 2.06% | 3.28% | Q2 2013 | Q4 2020 | 31 |
Kovitz Investment Group Partners, LLC | 31 | 31 | 0.02% | 0.07% | 0.17% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.24% | 0.70% | Q4 2015 | Q3 2023 | 31 |
Sunbelt Securities, Inc. | 28 | 3 | 0.04% | 0.24% | 0.57% | Q4 2014 | Q3 2023 | 31 |
NORTH STAR ASSET MANAGEMENT INC | 27 | 4 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 31 |
Simmons Bank | 31 | 31 | 0.04% | 0.08% | 0.15% | Q1 2016 | Q3 2023 | 31 |
Plancorp, LLC | 16 | 1 | 0.02% | 0.14% | 0.37% | Q4 2013 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.03% | 0.11% | 0.21% | Q1 2016 | Q3 2023 | 31 |
FIDUCIARY TRUST CO | 31 | 31 | 0.01% | 0.03% | 0.05% | Q1 2016 | Q3 2023 | 31 |
REGENTATLANTIC CAPITAL LLC | 29 | 2 | 0.02% | 0.19% | 0.63% | Q2 2013 | Q3 2022 | 31 |
FineMark National Bank & Trust | 21 | 10 | 0.08% | 0.25% | 0.49% | Q2 2013 | Q3 2023 | 31 |
FRONTIER INVESTMENT MGMT CO | 23 | 5 | 0.02% | 0.05% | 0.14% | Q2 2013 | Q2 2020 | 31 |
CWA Asset Management Group, LLC | 20 | 11 | 0.02% | 0.54% | 1.36% | Q4 2015 | Q3 2023 | 31 |
OLD REPUBLIC INTERNATIONAL CORP | 31 | 31 | 0.63% | 1.95% | 3.90% | Q3 2014 | Q1 2022 | 31 |
AMERICAN FINANCIAL GROUP INC | 31 | 31 | 0.18% | 0.38% | 1.20% | Q2 2013 | Q4 2020 | 31 |
Aperio Group, LLC | 31 | 31 | 0.04% | 0.18% | 0.43% | Q2 2013 | Q4 2020 | 31 |
Dorsey & Whitney Trust CO LLC | 28 | 3 | 0.02% | 0.27% | 0.94% | Q2 2013 | Q2 2023 | 31 |
BANK OF NOVA SCOTIA | 24 | 2 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q1 2023 | 31 |
Brown Advisory Securities, LLC | 28 | 3 | 0.04% | 0.11% | 0.16% | Q2 2013 | Q3 2021 | 31 |
Roundview Capital LLC | 27 | 4 | 0.02% | 0.20% | 0.39% | Q1 2014 | Q4 2021 | 31 |
Asset Dedication, LLC | 31 | 31 | 0.01% | 0.03% | 0.07% | Q1 2016 | Q3 2023 | 31 |
LS Investment Advisors, LLC | 30 | 1 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q2 2021 | 31 |
INTRUST BANK NA | 27 | 1 | 0.02% | 0.17% | 0.37% | Q2 2013 | Q2 2023 | 30 |
CARRET ASSET MANAGEMENT, LLC | 30 | 30 | 0.03% | 0.10% | 0.15% | Q2 2013 | Q3 2020 | 30 |
Chicago Partners Investment Group LLC | 17 | 13 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 30 |
CIBC Asset Management Inc | 29 | 1 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q1 2022 | 30 |
Snowden Capital Advisors LLC | 22 | 8 | 0.01% | 0.06% | 0.11% | Q1 2016 | Q3 2023 | 30 |
Financial Architects, Inc | 30 | 30 | 0.05% | 0.27% | 0.93% | Q2 2013 | Q3 2020 | 30 |
Jacobi Capital Management LLC | 30 | 30 | 0.01% | 0.05% | 0.20% | Q2 2016 | Q3 2023 | 30 |
Country Club Trust Company, n.a. | 29 | 1 | 0.02% | 0.11% | 0.22% | Q2 2014 | Q4 2021 | 30 |
PAYDEN & RYGEL | 30 | 30 | 0.00% | 0.07% | 1.35% | Q2 2013 | Q3 2020 | 30 |
Stratos Wealth Partners, LTD. | 20 | 1 | 0.04% | 0.10% | 0.42% | Q2 2014 | Q3 2023 | 30 |
Private Ocean, LLC | 20 | 2 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q4 2021 | 30 |
NEXT Financial Group, Inc | 24 | 6 | 0.01% | 0.16% | 0.36% | Q2 2014 | Q4 2021 | 30 |
Shoker Investment Counsel, Inc. | 30 | 30 | 0.10% | 0.64% | 0.96% | Q4 2014 | Q1 2022 | 30 |
Manchester Capital Management LLC | 30 | 30 | 0.00% | 0.01% | 0.06% | Q2 2014 | Q3 2021 | 30 |
Janney Montgomery Scott LLC | 18 | 2 | 0.02% | 0.10% | 0.30% | Q2 2013 | Q3 2023 | 30 |
BANK OF HAWAII | 30 | 30 | 0.02% | 0.37% | 0.77% | Q2 2013 | Q3 2020 | 30 |
WATERS PARKERSON & CO., LLC | 30 | 30 | 0.03% | 0.09% | 0.14% | Q2 2013 | Q3 2020 | 30 |
Grove Bank & Trust | 19 | 11 | 0.05% | 0.15% | 0.28% | Q4 2015 | Q3 2023 | 30 |
LAZARD ASSET MANAGEMENT LLC | 14 | 5 | 0.00% | 0.07% | 0.30% | Q2 2013 | Q3 2023 | 30 |
Haverford Trust Co | 30 | 30 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2020 | 30 |
HighTower Trust Company, N.A. | 22 | 1 | 0.03% | 0.10% | 0.21% | Q4 2013 | Q1 2023 | 30 |
GRIMES & COMPANY, INC. | 24 | 6 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q4 2020 | 30 |
BAXTER BROS INC | 18 | 1 | 0.04% | 0.30% | 1.11% | Q3 2013 | Q3 2023 | 30 |
BerganKDV Wealth Management, LLC | 30 | 30 | 0.00% | 0.26% | 0.69% | Q1 2016 | Q2 2023 | 30 |
KLINGENSTEIN FIELDS & CO LP | 30 | 30 | 0.04% | 0.13% | 0.49% | Q2 2013 | Q3 2020 | 30 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 27 | 1 | 0.02% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 30 |
Oxbow Advisors, LLC | 28 | 2 | 0.02% | 0.21% | 0.42% | Q2 2013 | Q2 2021 | 30 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 29 | 29 | 0.23% | 1.67% | 2.23% | Q2 2013 | Q2 2020 | 29 |
Columbia Asset Management | 23 | 6 | 0.14% | 0.49% | 0.88% | Q2 2016 | Q3 2023 | 29 |
WEST CHESTER CAPITAL ADVISORS, INC | 12 | 8 | 0.48% | 1.42% | 2.60% | Q1 2015 | Q3 2023 | 29 |
P.A.W. CAPITAL CORP | 29 | 29 | 0.65% | 1.38% | 2.20% | Q2 2013 | Q2 2020 | 29 |
First Allied Advisory Services, Inc. | 25 | 4 | 0.04% | 0.21% | 0.46% | Q2 2013 | Q3 2020 | 29 |
KLCM Advisors, Inc. | 29 | 29 | 0.05% | 0.08% | 0.12% | Q3 2016 | Q3 2023 | 29 |
Bell Bank | 19 | 10 | 0.03% | 0.27% | 0.78% | Q2 2013 | Q3 2022 | 29 |
XR Securities LLC | 14 | 4 | 0.00% | 0.03% | 0.15% | Q2 2018 | Q3 2023 | 29 |
Cornerstone Capital, Inc. | 29 | 29 | 0.03% | 0.24% | 0.38% | Q2 2013 | Q2 2020 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.02% | 0.06% | 0.08% | Q4 2013 | Q4 2020 | 29 |
KING LUTHER CAPITAL MANAGEMENT CORP | 12 | 5 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 29 |
Orbis Allan Gray Ltd | 29 | 29 | 0.01% | 0.39% | 0.78% | Q1 2016 | Q1 2023 | 29 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.10% | 0.81% | Q3 2020 | Q3 2023 | 29 |
JACOBS & CO/CA | 29 | 29 | 0.04% | 0.15% | 0.28% | Q2 2013 | Q2 2020 | 29 |
ETRADE Capital Management LLC | 25 | 4 | 0.01% | 0.07% | 0.12% | Q2 2013 | Q3 2020 | 29 |
DOHENY ASSET MANAGEMENT /CA | 29 | 29 | 0.48% | 1.48% | 2.74% | Q2 2013 | Q2 2020 | 29 |
BALYASNY ASSET MANAGEMENT L.P. | 7 | 1 | 0.00% | 0.08% | 0.44% | Q1 2016 | Q3 2023 | 29 |
V Wealth Advisors LLC | 12 | 8 | 0.07% | 0.25% | 0.55% | Q1 2016 | Q3 2023 | 29 |
Fiera Capital Corp | 29 | 29 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q2 2020 | 29 |
Quantbot Technologies LP | 7 | 1 | 0.00% | 0.26% | 1.05% | Q2 2013 | Q3 2023 | 29 |
Point View Wealth Management, Inc. | 29 | 29 | 0.47% | 0.83% | 1.15% | Q4 2013 | Q4 2020 | 29 |
Autus Asset Management, LLC | 27 | 2 | 0.04% | 0.11% | 0.35% | Q2 2013 | Q4 2022 | 29 |
Versant Capital Management, Inc | 27 | 1 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q4 2023 | 29 |
MONTGOMERY INVESTMENT MANAGEMENT INC | 29 | 29 | 0.12% | 0.52% | 0.78% | Q2 2013 | Q2 2020 | 29 |
Nicholas Hoffman & Company, LLC. | 29 | 29 | 0.01% | 0.08% | 0.15% | Q3 2016 | Q3 2023 | 29 |
WealthPLAN Partners, LLC | 21 | 1 | 0.00% | 0.20% | 0.78% | Q1 2015 | Q2 2023 | 29 |
Mirae Asset Global Investments Co., Ltd. | 25 | 1 | 0.00% | 0.02% | 0.07% | Q4 2011 | Q2 2020 | 29 |
SALEM INVESTMENT COUNSELORS INC | 18 | 3 | 0.00% | 0.01% | 0.08% | Q1 2014 | Q3 2023 | 29 |
KAHN BROTHERS GROUP INC | 28 | 28 | 6.54% | 8.61% | 10.72% | Q4 2016 | Q3 2023 | 28 |
TD ASSET MANAGEMENT INC | 28 | 28 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2020 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.00% | 0.08% | 0.19% | Q4 2016 | Q3 2023 | 28 |
AE Wealth Management LLC | 28 | 28 | 0.04% | 0.16% | 0.64% | Q4 2016 | Q3 2023 | 28 |
People's United Financial, Inc. | 27 | 1 | 0.01% | 0.07% | 0.13% | Q2 2013 | Q3 2021 | 28 |
WITTENBERG INVESTMENT MANAGEMENT, INC. | 28 | 28 | 0.23% | 0.38% | 0.56% | Q4 2016 | Q3 2023 | 28 |
WP Advisors, LLC | 28 | 28 | 0.59% | 1.37% | 2.51% | Q4 2016 | Q3 2023 | 28 |
TCTC Holdings, LLC | 14 | 2 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 28 |
GREATMARK INVESTMENT PARTNERS, INC. | 28 | 28 | 0.11% | 1.01% | 1.62% | Q2 2013 | Q1 2020 | 28 |
JNBA Financial Advisors | 20 | 8 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 28 |
Renaissance Technologies | 17 | 1 | 0.01% | 0.21% | 0.57% | Q1 2014 | Q2 2023 | 28 |
Capital Investment Advisory Services, LLC | 28 | 28 | 0.08% | 0.21% | 0.48% | Q4 2016 | Q3 2023 | 28 |
Kavar Capital Partners, LLC | 28 | 28 | 0.23% | 0.85% | 1.58% | Q4 2013 | Q3 2020 | 28 |
FIRST TRUST ADVISORS LP | 27 | 1 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q4 2022 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.03% | 0.08% | Q4 2016 | Q3 2023 | 28 |
Fiduciary Trust Co International of Pennsylvania | 28 | 28 | 0.04% | 0.10% | 0.21% | Q2 2013 | Q1 2020 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.04% | 0.17% | 0.33% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.01% | 0.04% | 0.12% | Q4 2016 | Q3 2023 | 28 |
EAGLE ASSET MANAGEMENT INC | 12 | 5 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 28 |
Spectrum Management Group, LLC | 10 | 8 | 0.00% | 0.03% | 0.09% | Q4 2013 | Q3 2022 | 28 |
COUNTRY TRUST BANK | 25 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2023 | 28 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.00% | 0.13% | 0.26% | Q3 2017 | Q3 2023 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.01% | 0.06% | 0.20% | Q4 2016 | Q3 2023 | 28 |
Clearstead Advisors, LLC | 28 | 28 | 0.01% | 0.05% | 0.11% | Q4 2016 | Q3 2023 | 28 |
PEDDOCK CAPITAL ADVISORS, LLC | 16 | 12 | 0.10% | 0.13% | 0.15% | Q2 2016 | Q3 2023 | 28 |
Ashfield Capital Partners, LLC | 28 | 28 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q1 2020 | 28 |
Cerity Partners LLC | 28 | 28 | 0.01% | 0.14% | 1.51% | Q4 2016 | Q3 2023 | 28 |
Cornerstone Investment Partners, LLC | 26 | 1 | 0.00% | 0.04% | 0.07% | Q2 2013 | Q2 2021 | 28 |
SOUND SHORE MANAGEMENT INC /CT/ | 28 | 28 | 0.01% | 1.90% | 3.19% | Q2 2013 | Q1 2020 | 28 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 28 | 28 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q1 2020 | 28 |
QCI ASSET MANAGEMENT INC/NY | 28 | 28 | 0.00% | 0.09% | 0.19% | Q2 2013 | Q1 2020 | 28 |
Granite Investment Partners, LLC | 28 | 28 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q1 2020 | 28 |
Elgethun Capital Management | 28 | 28 | 0.15% | 0.60% | 2.32% | Q4 2016 | Q3 2023 | 28 |
Good Life Advisors, LLC | 28 | 28 | 0.04% | 0.09% | 0.15% | Q4 2016 | Q3 2023 | 28 |
Estabrook Capital Management | 28 | 28 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 28 |
AlphaMark Advisors, LLC | 28 | 28 | 0.03% | 0.06% | 0.12% | Q4 2016 | Q3 2023 | 28 |
GREENLEAF TRUST | 14 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 28 |
Bridgewater Associates | 28 | 28 | 0.02% | 0.08% | 0.20% | Q2 2013 | Q1 2020 | 28 |
Moloney Securities Asset Management, LLC | 28 | 28 | 0.04% | 0.15% | 0.40% | Q4 2016 | Q3 2023 | 28 |
Perkins Coie Trust Co | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2021 | 28 |
HOLLENCREST CAPITAL MANAGEMENT | 16 | 4 | 0.01% | 0.09% | 0.18% | Q4 2013 | Q3 2023 | 28 |
WINTRUST INVESTMENTS LLC | 18 | 10 | 0.03% | 0.06% | 0.10% | Q2 2016 | Q3 2023 | 28 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 24 | 1 | 0.04% | 0.25% | 0.48% | Q1 2014 | Q3 2023 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.05% | 0.12% | 0.38% | Q4 2016 | Q3 2023 | 28 |
World Asset Management Inc | 28 | 28 | 0.06% | 0.21% | 0.31% | Q2 2013 | Q1 2020 | 28 |
Caprock Group, LLC | 26 | 1 | 0.09% | 0.30% | 1.74% | Q4 2014 | Q3 2023 | 28 |
Greylin Investment Management, Inc | 28 | 28 | 0.83% | 3.36% | 4.58% | Q2 2013 | Q1 2020 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q4 2022 | 28 |
Indiana Trust & Investment Management CO | 17 | 1 | 0.02% | 0.15% | 0.26% | Q2 2013 | Q3 2023 | 28 |
Kingsview Wealth Management, LLC | 20 | 6 | 0.00% | 0.09% | 0.23% | Q1 2017 | Q3 2023 | 28 |
BAR HARBOR WEALTH MANAGEMENT | 15 | 1 | 0.02% | 0.29% | 0.71% | Q1 2014 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.12% | 0.21% | 0.28% | Q2 2013 | Q4 2019 | 27 |
KEATING INVESTMENT COUNSELORS INC | 27 | 27 | 0.12% | 0.17% | 0.33% | Q2 2013 | Q4 2019 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.04% | 0.09% | 0.17% | Q1 2017 | Q3 2023 | 27 |
First Command Bank | 27 | 27 | 0.01% | 0.05% | 0.16% | Q4 2016 | Q2 2023 | 27 |
Essex Financial Services, Inc. | 27 | 27 | 0.04% | 0.09% | 0.17% | Q2 2013 | Q4 2019 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.06% | 0.11% | 0.16% | Q4 2016 | Q3 2023 | 27 |
Moisand Fitzgerald Tamayo, LLC | 25 | 2 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 27 |
StrategIQ Financial Group, LLC | 19 | 8 | 0.02% | 0.13% | 0.25% | Q4 2015 | Q3 2023 | 27 |
Palouse Capital Management, Inc. | 27 | 27 | 0.64% | 1.77% | 2.80% | Q2 2013 | Q4 2019 | 27 |
BBVA USA Bancshares, Inc. | 25 | 1 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q1 2021 | 27 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 19 | 8 | 0.05% | 0.16% | 0.35% | Q3 2013 | Q2 2020 | 27 |
Connor, Clark & Lunn Investment Management Ltd. | 13 | 1 | 0.00% | 0.06% | 0.30% | Q1 2014 | Q2 2023 | 27 |
Capital Research Global Investors | 20 | 7 | 0.02% | 0.04% | 0.11% | Q2 2013 | Q3 2020 | 27 |
Vantage Financial Partners Ltd., Inc. | 26 | 1 | 0.17% | 1.71% | 6.71% | Q4 2016 | Q3 2023 | 27 |
Winch Advisory Services, LLC | 27 | 27 | 0.02% | 0.72% | 2.00% | Q1 2017 | Q3 2023 | 27 |
Palisades Hudson Asset Management, L.P. | 17 | 10 | 0.17% | 0.25% | 0.39% | Q2 2013 | Q1 2020 | 27 |
Lesa Sroufe & Co | 27 | 27 | 1.49% | 2.92% | 4.32% | Q4 2013 | Q2 2020 | 27 |
COMMUNITY TRUST & INVESTMENT CO | 27 | 27 | 0.07% | 1.05% | 2.33% | Q1 2017 | Q3 2023 | 27 |
ROCKLAND TRUST CO | 18 | 9 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2020 | 27 |
COMPTON CAPITAL MANAGEMENT INC /RI | 27 | 27 | 0.09% | 0.18% | 0.39% | Q2 2013 | Q4 2019 | 27 |
MYCIO WEALTH PARTNERS, LLC | 27 | 27 | 0.03% | 0.12% | 0.22% | Q2 2013 | Q4 2019 | 27 |
Sumitomo Mitsui Trust Holdings, Inc. | 19 | 1 | 0.00% | 0.02% | 0.09% | Q3 2014 | Q3 2023 | 27 |
TRUST CO OF TOLEDO NA /OH/ | 27 | 27 | 0.10% | 0.19% | 0.55% | Q2 2013 | Q4 2019 | 27 |
Pacific Center for Financial Services | 24 | 3 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 27 |
MACKENZIE FINANCIAL CORP | 10 | 4 | 0.00% | 0.19% | 0.82% | Q2 2013 | Q3 2023 | 27 |
MERITAGE PORTFOLIO MANAGEMENT | 16 | 11 | 0.32% | 0.52% | 0.69% | Q2 2013 | Q3 2023 | 27 |
Fort Point Capital Partners LLC | 25 | 1 | 0.05% | 0.14% | 0.24% | Q1 2014 | Q3 2023 | 27 |
Meridian Wealth Management, LLC | 27 | 27 | 0.08% | 0.21% | 0.39% | Q1 2017 | Q3 2023 | 27 |
Independent Advisor Alliance | 27 | 27 | 0.00% | 0.18% | 0.42% | Q1 2017 | Q3 2023 | 27 |
Mechanics Bank Trust Department | 27 | 27 | 0.04% | 0.10% | 0.24% | Q2 2013 | Q4 2019 | 27 |
First Command Financial Services, Inc. | 27 | 27 | 0.00% | 0.04% | 0.16% | Q4 2016 | Q2 2023 | 27 |
FIRST NATIONAL TRUST CO | 27 | 27 | 0.03% | 0.08% | 0.21% | Q2 2013 | Q4 2019 | 27 |
Squarepoint Ops LLC | 6 | 1 | 0.00% | 0.03% | 0.08% | Q3 2016 | Q3 2023 | 26 |
BOSTON ADVISORS LLC | 26 | 26 | 0.02% | 0.09% | 0.82% | Q2 2013 | Q3 2019 | 26 |
HBK Sorce Advisory LLC | 18 | 1 | 0.01% | 0.07% | 0.12% | Q2 2013 | Q4 2022 | 26 |
FIRST INTERSTATE BANK | 20 | 6 | 0.05% | 0.11% | 0.16% | Q2 2013 | Q2 2020 | 26 |
Foundry Partners, LLC | 26 | 26 | 0.47% | 0.84% | 1.40% | Q4 2013 | Q1 2020 | 26 |
MML INVESTORS SERVICES, LLC | 24 | 2 | 0.01% | 0.05% | 0.10% | Q1 2017 | Q3 2023 | 26 |
Chevy Chase Trust Holdings, LLC | 15 | 11 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2020 | 26 |
Barber Financial Group, Inc. | 26 | 26 | 0.14% | 0.22% | 0.45% | Q4 2016 | Q1 2023 | 26 |
PRIO WEALTH LIMITED PARTNERSHIP | 26 | 26 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 26 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 22 | 1 | 0.04% | 1.44% | 2.60% | Q3 2013 | Q3 2021 | 26 |
Addison Capital Co | 26 | 26 | 0.18% | 0.54% | 1.47% | Q4 2013 | Q1 2020 | 26 |
JONES FINANCIAL COMPANIES LLLP | 12 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.09% | 0.19% | 0.30% | Q3 2016 | Q3 2023 | 26 |
LeJeune Puetz Investment Counsel LLC | 26 | 26 | 0.13% | 0.17% | 0.23% | Q4 2016 | Q1 2023 | 26 |
BECK MACK & OLIVER LLC | 26 | 26 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2019 | 26 |
UNIVEST FINANCIAL Corp | 16 | 10 | 0.06% | 0.09% | 0.16% | Q1 2016 | Q3 2023 | 26 |
Horrell Capital Management, Inc. | 26 | 26 | 0.12% | 0.15% | 0.18% | Q2 2013 | Q3 2019 | 26 |
BURKE & HERBERT BANK & TRUST CO | 26 | 26 | 0.20% | 0.41% | 0.72% | Q2 2013 | Q3 2019 | 26 |
BigSur Wealth Management LLC | 26 | 26 | 0.09% | 0.33% | 0.80% | Q4 2016 | Q1 2023 | 26 |
CSS LLC/IL | 12 | 8 | 0.01% | 0.13% | 0.40% | Q4 2013 | Q3 2023 | 26 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 26 | 26 | 0.12% | 0.39% | 0.92% | Q2 2017 | Q3 2023 | 26 |
GAMBLE JONES INVESTMENT COUNSEL | 26 | 26 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q3 2019 | 26 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 22 | 1 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q1 2021 | 26 |
CAAS CAPITAL MANAGEMENT LP | 5 | 2 | 0.01% | 0.08% | 0.51% | Q1 2020 | Q3 2023 | 26 |
Winning Points Advisors, LLC | 26 | 26 | 0.75% | 2.49% | 8.57% | Q4 2016 | Q1 2023 | 26 |
RNC CAPITAL MANAGEMENT LLC | 15 | 11 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q3 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.10% | 0.17% | 0.24% | Q2 2013 | Q3 2019 | 26 |
TOWER BRIDGE ADVISORS | 26 | 26 | 0.02% | 0.06% | 0.12% | Q4 2016 | Q1 2023 | 26 |
SIMPLEX TRADING, LLC | 12 | 1 | 0.00% | 0.05% | 0.39% | Q1 2015 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.06% | 0.11% | 0.15% | Q2 2013 | Q3 2019 | 26 |
Avantax Planning Partners, Inc. | 15 | 11 | 0.01% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 26 |
Hexavest Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 26 |
SevenBridge Financial Group, LLC | 18 | 1 | 0.06% | 0.31% | 0.60% | Q2 2016 | Q3 2023 | 26 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 25 | 25 | 0.06% | 0.10% | 0.15% | Q2 2013 | Q2 2019 | 25 |
HOLDERNESS INVESTMENTS CO | 21 | 4 | 0.08% | 0.27% | 0.55% | Q4 2014 | Q3 2023 | 25 |
Field & Main Bank | 9 | 1 | 0.00% | 0.11% | 0.42% | Q4 2013 | Q2 2023 | 25 |
TORRAY INVESTMENT PARTNERS LLC | 21 | 1 | 0.03% | 1.35% | 2.78% | Q4 2013 | Q2 2020 | 25 |
Argent Trust Co | 23 | 2 | 0.02% | 0.09% | 0.22% | Q3 2016 | Q3 2023 | 25 |
CIBC BANK USA | 25 | 25 | 0.02% | 0.08% | 0.12% | Q2 2013 | Q2 2019 | 25 |
UBS ASSET MANAGEMENT AMERICAS INC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2023 | 25 |
WILLIAMS JONES & ASSOCIATES LLC | 25 | 25 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2019 | 25 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 17 | 3 | 0.00% | 0.51% | 1.64% | Q1 2017 | Q3 2023 | 25 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 25 | 25 | 0.06% | 0.22% | 0.40% | Q2 2013 | Q2 2019 | 25 |
Bath Savings Trust Co | 19 | 1 | 0.02% | 0.08% | 0.18% | Q2 2013 | Q3 2023 | 25 |
Lee Financial Co | 23 | 2 | 0.00% | 0.12% | 0.65% | Q4 2016 | Q3 2023 | 25 |
OppenheimerFunds, Inc. | 25 | 25 | 0.08% | 0.12% | 0.20% | Q1 2013 | Q1 2019 | 25 |
GW&K Investment Management, LLC | 14 | 2 | 0.00% | 0.41% | 0.73% | Q4 2013 | Q3 2023 | 25 |
Compagnie Lombard Odier SCmA | 21 | 1 | 0.00% | 0.17% | 0.42% | Q4 2013 | Q3 2023 | 25 |
TIAA, FSB | 25 | 25 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q2 2023 | 25 |
ANCHOR CAPITAL ADVISORS LLC | 18 | 7 | 0.01% | 0.25% | 0.67% | Q4 2013 | Q3 2020 | 25 |
BOYS ARNOLD & CO INC | 15 | 10 | 0.03% | 0.11% | 0.16% | Q2 2013 | Q4 2019 | 25 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 25 | 25 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q2 2019 | 25 |
Brookfield Asset Management | 16 | 1 | 0.01% | 0.04% | 0.10% | Q3 2013 | Q3 2021 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.00% | 0.01% | 0.05% | Q2 2017 | Q2 2023 | 25 |
Arvest Bank Trust Division | 23 | 2 | 0.02% | 0.03% | 0.05% | Q3 2014 | Q2 2021 | 25 |
Financial Sense Advisors, Inc. | 6 | 2 | 0.16% | 0.73% | 2.62% | Q2 2013 | Q3 2023 | 25 |
GREAT LAKES ADVISORS, LLC | 20 | 1 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q4 2019 | 25 |
Cannell & Co. | 23 | 1 | 0.01% | 0.08% | 0.23% | Q1 2014 | Q3 2023 | 25 |
HighPoint Advisor Group LLC | 20 | 1 | 0.11% | 0.58% | 1.07% | Q4 2014 | Q2 2022 | 25 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 25 | 25 | 0.07% | 0.13% | 0.28% | Q2 2013 | Q2 2019 | 25 |
AUA CAPITAL MANAGEMENT, LLC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2022 | 25 |
Norway Savings Bank | 25 | 25 | 0.02% | 0.05% | 0.08% | Q4 2016 | Q4 2022 | 25 |
NewEdge Advisors, LLC | 24 | 1 | 0.02% | 0.04% | 0.07% | Q2 2017 | Q3 2023 | 25 |
CRAWFORD INVESTMENT COUNSEL INC | 25 | 25 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2019 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.04% | 0.15% | Q4 2016 | Q3 2023 | 25 |
EAGLE GLOBAL ADVISORS LLC | 9 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 25 |
TOTH FINANCIAL ADVISORY CORP | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 25 |
Voya Financial Advisors, Inc. | 25 | 25 | 0.02% | 0.10% | 0.14% | Q1 2015 | Q1 2021 | 25 |
HARVEST CAPITAL MANAGEMENT INC | 25 | 25 | 0.11% | 0.16% | 0.28% | Q2 2013 | Q2 2019 | 25 |
EVERGREEN CAPITAL MANAGEMENT LLC | 25 | 25 | 0.01% | 0.16% | 0.38% | Q3 2017 | Q3 2023 | 25 |
Cito Capital Group, LLC | 25 | 25 | 0.06% | 0.14% | 0.38% | Q3 2017 | Q3 2023 | 25 |
Janney Capital Management LLC | 12 | 2 | 0.01% | 0.62% | 1.76% | Q4 2013 | Q3 2023 | 25 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 15 | 1 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q4 2021 | 24 |
ARGA Investment Management, LP | 22 | 1 | 0.03% | 14.14% | 26.55% | Q2 2013 | Q4 2019 | 24 |
SignalPoint Asset Management, LLC | 13 | 11 | 0.07% | 0.21% | 0.39% | Q2 2013 | Q2 2019 | 24 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 1 | 0.01% | 0.11% | 0.42% | Q2 2013 | Q2 2021 | 24 |
NTV ASSET MANAGEMENT LLC | 12 | 3 | 0.04% | 0.32% | 0.74% | Q2 2013 | Q3 2023 | 24 |
RPg Family Wealth Advisory, LLC | 20 | 4 | 0.01% | 0.04% | 0.09% | Q1 2016 | Q1 2022 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.04% | 0.07% | 0.14% | Q4 2017 | Q3 2023 | 24 |
PICTET BANK & TRUST Ltd | 16 | 2 | 0.03% | 0.27% | 0.65% | Q2 2015 | Q3 2023 | 24 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.04% | 0.07% | 0.34% | Q4 2017 | Q3 2023 | 24 |
RELIANCE TRUST CO OF DELAWARE | 24 | 24 | 0.11% | 0.14% | 0.22% | Q2 2013 | Q1 2019 | 24 |
SRS Capital Advisors, Inc. | 9 | 6 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 24 |
Lehman Financial Resources, Inc. | 24 | 24 | 2.59% | 3.13% | 4.19% | Q4 2012 | Q3 2018 | 24 |
CMT Asset Management Ltd | 6 | 4 | 0.02% | 0.58% | 3.73% | Q2 2013 | Q2 2017 | 24 |
Crewe Advisors LLC | 24 | 24 | 0.02% | 0.13% | 0.39% | Q4 2017 | Q3 2023 | 24 |
Wealth Alliance Advisory Group, LLC | 24 | 24 | 0.19% | 0.37% | 0.64% | Q4 2017 | Q3 2023 | 24 |
PIN OAK INVESTMENT ADVISORS INC | 24 | 24 | 0.03% | 0.17% | 0.33% | Q4 2017 | Q3 2023 | 24 |
Clean Yield Group | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 24 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 15 | 9 | 0.00% | 0.16% | 0.54% | Q2 2013 | Q4 2019 | 24 |
WRIGHT INVESTORS SERVICE INC | 19 | 5 | 0.08% | 0.52% | 1.21% | Q3 2016 | Q3 2023 | 24 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 24 | 24 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q1 2019 | 24 |
SIGNET FINANCIAL MANAGEMENT, LLC | 15 | 9 | 0.08% | 0.37% | 0.76% | Q3 2017 | Q3 2023 | 24 |
CNB Bank | 24 | 24 | 0.03% | 0.17% | 0.48% | Q4 2017 | Q3 2023 | 24 |
REAVES W H & CO INC | 17 | 7 | 0.01% | 0.57% | 1.70% | Q2 2013 | Q1 2020 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.02% | 0.04% | 0.09% | Q4 2017 | Q3 2023 | 24 |
Westchester Capital Management, LLC | 12 | 12 | 0.01% | 0.73% | 1.89% | Q4 2012 | Q3 2015 | 24 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 12 | 3 | 0.03% | 0.06% | 0.12% | Q2 2014 | Q4 2023 | 24 |
DUBUQUE BANK & TRUST CO | 24 | 24 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 24 |
Beech Hill Advisors, Inc. | 15 | 9 | 0.09% | 0.24% | 0.48% | Q2 2013 | Q4 2019 | 24 |
ELM ADVISORS, LLC | 15 | 1 | 0.06% | 0.22% | 0.34% | Q4 2013 | Q4 2020 | 24 |
THOMPSON RUBINSTEIN INVESTMENT MANAGEMENT INC /OR/ | 24 | 24 | 0.47% | 0.58% | 0.81% | Q2 2013 | Q1 2019 | 24 |
Homrich & Berg | 15 | 3 | 0.02% | 0.06% | 0.16% | Q2 2013 | Q4 2019 | 24 |
CITIZENS FINANCIAL GROUP INC/RI | 19 | 1 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 24 |
Murphy, Middleton, Hinkle & Parker, Inc. | 24 | 24 | 1.15% | 2.29% | 4.03% | Q4 2017 | Q3 2023 | 24 |
Mercer Capital Advisers, Inc. | 24 | 24 | 0.03% | 0.07% | 0.12% | Q4 2014 | Q3 2020 | 24 |
SouthState Corp | 24 | 24 | 0.02% | 0.49% | 0.91% | Q4 2017 | Q3 2023 | 24 |
Blue Chip Partners, LLC | 14 | 4 | 0.01% | 0.27% | 1.04% | Q4 2014 | Q3 2023 | 24 |
Sowell Financial Services LLC | 10 | 4 | 0.02% | 0.36% | 0.91% | Q4 2016 | Q3 2023 | 24 |
Traynor Capital Management, Inc. | 19 | 5 | 0.03% | 0.21% | 0.44% | Q2 2015 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Wedgewood Partners | 24 | 24 | 0.01% | 0.05% | 0.10% | Q3 2017 | Q2 2023 | 24 |
Investors Research Corp | 24 | 24 | 0.11% | 0.18% | 0.30% | Q4 2017 | Q3 2023 | 24 |
RITHOLTZ WEALTH MANAGEMENT | 24 | 24 | 0.02% | 0.09% | 0.25% | Q4 2017 | Q3 2023 | 24 |
Ancora Advisors LLC | 17 | 3 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.02% | 0.06% | 0.14% | Q4 2017 | Q3 2023 | 24 |
OneDigital Investment Advisors LLC | 13 | 11 | 0.01% | 0.04% | 0.10% | Q2 2017 | Q3 2023 | 24 |
Legacy Financial Advisors, Inc. | 24 | 24 | 0.07% | 0.14% | 0.22% | Q4 2017 | Q3 2023 | 24 |
FORT PITT CAPITAL GROUP, LLC | 24 | 24 | 0.17% | 0.78% | 1.40% | Q4 2015 | Q3 2021 | 24 |
MARATHON CAPITAL MANAGEMENT | 24 | 24 | 0.06% | 0.42% | 1.10% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.08% | 0.18% | 0.29% | Q4 2017 | Q3 2023 | 24 |
Baystate Wealth Management LLC | 13 | 11 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 24 |
BBR PARTNERS, LLC | 23 | 23 | 0.05% | 0.23% | 0.54% | Q1 2018 | Q3 2023 | 23 |
Chicago Capital, LLC | 23 | 23 | 0.03% | 0.08% | 0.20% | Q1 2018 | Q3 2023 | 23 |
Pinnacle Wealth Planning Services, Inc. | 12 | 11 | 0.06% | 0.19% | 0.72% | Q4 2017 | Q3 2023 | 23 |
PEOPLES BANK /OH | 16 | 7 | 0.11% | 0.18% | 0.22% | Q1 2016 | Q3 2023 | 23 |
BREMER TRUST NATIONAL ASSOCIATION | 23 | 23 | 0.10% | 0.22% | 0.42% | Q2 2013 | Q4 2018 | 23 |
DAVIS R M INC | 17 | 6 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2019 | 23 |
Frontier Wealth Management LLC | 21 | 2 | 0.01% | 0.08% | 0.15% | Q2 2015 | Q3 2021 | 23 |
VIKING FUND MANAGEMENT LLC | 19 | 4 | 0.03% | 0.57% | 1.52% | Q3 2016 | Q1 2023 | 23 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 7 | 1 | 0.02% | 0.23% | 0.87% | Q3 2014 | Q3 2022 | 23 |
Successful Portfolios LLC | 12 | 11 | 0.12% | 0.26% | 0.44% | Q4 2017 | Q3 2023 | 23 |
IFG Advisory, LLC | 22 | 1 | 0.03% | 0.09% | 0.19% | Q4 2017 | Q3 2023 | 23 |
Cornerstone Advisors, Inc. | 19 | 4 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q2 2019 | 23 |
BEACON FINANCIAL GROUP | 22 | 1 | 0.02% | 0.05% | 0.08% | Q3 2013 | Q1 2020 | 23 |
Sawyer & Company, Inc | 23 | 23 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 23 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 16 | 7 | 0.08% | 0.48% | 1.63% | Q1 2014 | Q4 2019 | 23 |
Mengis Capital Management, Inc. | 18 | 5 | 0.12% | 0.31% | 0.90% | Q4 2014 | Q3 2023 | 23 |
Horan Securities, Inc. | 11 | 1 | 0.00% | 0.03% | 0.05% | Q3 2016 | Q4 2022 | 23 |
WealthTrust-Arizona, LLC | 23 | 23 | 0.04% | 0.06% | 0.10% | Q2 2013 | Q4 2018 | 23 |
Manning & Napier Group, LLC | 15 | 8 | 0.02% | 0.13% | 0.40% | Q4 2017 | Q3 2023 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.02% | 0.52% | 1.78% | Q1 2018 | Q3 2023 | 23 |
FIRST HAWAIIAN BANK | 21 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 23 |
VICTORY CAPITAL MANAGEMENT INC | 17 | 6 | 0.00% | 0.20% | 1.07% | Q3 2013 | Q3 2023 | 23 |
Keystone Financial Group | 21 | 2 | 0.05% | 0.24% | 0.60% | Q4 2017 | Q3 2023 | 23 |
Highlander Capital Management, LLC | 21 | 1 | 0.00% | 0.28% | 0.71% | Q2 2013 | Q3 2023 | 23 |
Horizon Kinetics | 23 | 23 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2018 | 23 |
Verdence Capital Advisors LLC | 12 | 11 | 0.09% | 0.29% | 0.60% | Q4 2017 | Q3 2023 | 23 |
Joel Isaacson & Co., LLC | 17 | 1 | 0.02% | 0.06% | 0.16% | Q4 2012 | Q4 2019 | 23 |
Financial Enhancement Group LLC | 23 | 23 | 0.00% | 0.04% | 0.18% | Q1 2018 | Q3 2023 | 23 |
Sonora Investment Management, LLC | 8 | 7 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q3 2021 | 23 |
JCIC Asset Management Inc. | 18 | 5 | 0.02% | 0.50% | 1.55% | Q4 2017 | Q3 2023 | 23 |
Capital Wealth Planning, LLC | 12 | 2 | 0.01% | 0.33% | 1.36% | Q4 2016 | Q2 2023 | 23 |
Roble, Belko & Company, Inc | 23 | 23 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2020 | 23 |
Laurel Wealth Advisors, Inc. | 14 | 9 | 0.02% | 0.10% | 0.23% | Q3 2016 | Q4 2022 | 23 |
PZENA INVESTMENT MANAGEMENT LLC | 23 | 23 | 0.77% | 1.95% | 3.13% | Q2 2013 | Q4 2018 | 23 |
TDAM USA INC. | 22 | 22 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q3 2018 | 22 |
PATHSTONE FAMILY OFFICE, LLC | 10 | 1 | 0.00% | 0.01% | 0.05% | Q1 2017 | Q3 2023 | 22 |
Private Harbour Investment Management & Counsel, LLC | 22 | 22 | 0.25% | 0.37% | 0.61% | Q3 2013 | Q4 2018 | 22 |
Nan Shan Life Insurance Co., Ltd. | 22 | 22 | 0.23% | 0.64% | 1.29% | Q2 2018 | Q3 2023 | 22 |
WASHINGTON TRUST Co | 22 | 22 | 0.00% | 0.03% | 0.08% | Q2 2018 | Q3 2023 | 22 |
Arlington Partners LLC | 16 | 6 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q2 2023 | 22 |
EQUITABLE TRUST CO | 22 | 22 | 0.02% | 0.06% | 0.10% | Q2 2018 | Q3 2023 | 22 |
Laurion Capital Management LP | 4 | 1 | 0.00% | 0.11% | 0.80% | Q1 2015 | Q3 2023 | 22 |
MARCO INVESTMENT MANAGEMENT LLC | 16 | 2 | 0.01% | 0.08% | 0.12% | Q3 2013 | Q4 2019 | 22 |
Patriot Financial Group Insurance Agency, LLC | 19 | 3 | 0.00% | 0.08% | 0.24% | Q4 2016 | Q2 2022 | 22 |
Rodgers Brothers Inc. | 15 | 1 | 0.06% | 0.12% | 0.21% | Q2 2013 | Q4 2019 | 22 |
ZACKS INVESTMENT MANAGEMENT | 13 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 22 |
Mutual Advisors, LLC | 22 | 22 | 0.03% | 0.07% | 0.15% | Q2 2018 | Q3 2023 | 22 |
MARKSTON INTERNATIONAL LLC | 22 | 22 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2018 | 22 |
180 WEALTH ADVISORS, LLC | 12 | 10 | 0.06% | 0.10% | 0.16% | Q4 2017 | Q3 2023 | 22 |
First Bank & Trust | 22 | 22 | 0.00% | 0.88% | 1.97% | Q4 2016 | Q1 2022 | 22 |
Yorktown Management & Research Co Inc | 12 | 1 | 0.06% | 0.94% | 2.36% | Q2 2013 | Q1 2020 | 22 |
ALLIANCEBERNSTEIN L.P. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 22 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 15 | 7 | 0.04% | 0.16% | 0.32% | Q4 2016 | Q3 2023 | 22 |
AVIANCE CAPITAL MANAGEMENT, LLC | 8 | 6 | 0.00% | 0.97% | 2.07% | Q2 2013 | Q1 2019 | 22 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 22 | 22 | 0.01% | 0.02% | 0.05% | Q4 2013 | Q1 2019 | 22 |
MARIETTA INVESTMENT PARTNERS LLC | 19 | 3 | 0.05% | 0.15% | 0.25% | Q4 2015 | Q3 2021 | 22 |
CNA FINANCIAL CORP | 22 | 22 | 0.28% | 0.60% | 0.84% | Q2 2013 | Q3 2018 | 22 |
Investment Counsel Inc. | 22 | 22 | 0.32% | 1.05% | 1.58% | Q4 2015 | Q1 2021 | 22 |
SIMON QUICK ADVISORS, LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2022 | 22 |
GOODWIN DANIEL L | 22 | 22 | 0.23% | 0.72% | 1.27% | Q2 2016 | Q3 2021 | 22 |
Atria Investments, Inc | 12 | 10 | 0.01% | 0.03% | 0.04% | Q2 2017 | Q3 2023 | 22 |
Front Row Advisors LLC | 19 | 3 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 22 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 22 | 22 | 0.36% | 0.58% | 0.70% | Q3 2014 | Q4 2019 | 22 |
RAND WEALTH, LLC | 22 | 22 | 0.03% | 0.07% | 0.29% | Q2 2013 | Q3 2018 | 22 |
Integrated Wealth Concepts LLC | 22 | 22 | 0.01% | 0.05% | 0.10% | Q2 2018 | Q3 2023 | 22 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
RATIONAL ADVISORS LLC | 11 | 1 | 0.11% | 0.52% | 2.13% | Q1 2009 | Q3 2019 | 22 |
Heritage Trust Co | 11 | 1 | 0.01% | 0.08% | 0.16% | Q1 2017 | Q3 2023 | 22 |
SECURITY NATIONAL TRUST CO | 20 | 1 | 0.02% | 0.09% | 0.16% | Q4 2013 | Q3 2021 | 22 |
Concorde Asset Management, LLC | 22 | 22 | 0.12% | 0.94% | 2.11% | Q1 2016 | Q2 2021 | 22 |
DONALDSON CAPITAL MANAGEMENT, LLC | 11 | 1 | 0.02% | 0.06% | 0.17% | Q1 2010 | Q4 2019 | 22 |
Spectrum Asset Management, Inc. (NB/CA) | 22 | 22 | 0.09% | 0.23% | 0.43% | Q3 2017 | Q4 2022 | 22 |
TEACHERS ADVISORS, LLC | 22 | 22 | 0.01% | 0.03% | 0.04% | Q4 2013 | Q1 2019 | 22 |
Bogart Wealth, LLC | 14 | 8 | 0.00% | 0.01% | 0.05% | Q1 2018 | Q3 2023 | 22 |
Merit Financial Group, LLC | 16 | 2 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 22 |
United Asset Strategies, Inc. | 7 | 1 | 0.03% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 21 |
M Holdings Securities, Inc. | 5 | 1 | 0.02% | 0.08% | 0.14% | Q3 2014 | Q1 2023 | 21 |
Heritage Wealth Advisors | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 17 | 4 | 0.01% | 0.32% | 1.76% | Q4 2013 | Q3 2019 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 21 |
CHEMUNG CANAL TRUST CO | 19 | 2 | 0.04% | 0.40% | 1.26% | Q2 2013 | Q3 2018 | 21 |
WASHINGTON TRUST BANK | 21 | 21 | 0.01% | 0.03% | 0.06% | Q1 2014 | Q1 2019 | 21 |
Gardner Russo & Gardner | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 21 |
CADENCE BANK NA | 21 | 21 | 0.09% | 0.53% | 1.29% | Q2 2017 | Q2 2022 | 21 |
Archford Capital Strategies, LLC | 9 | 1 | 0.05% | 0.21% | 0.71% | Q1 2014 | Q3 2021 | 21 |
Jolley Asset Management, LLC | 21 | 21 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2018 | 21 |
GUARDIAN CAPITAL ADVISORS LP | 19 | 2 | 0.03% | 0.05% | 0.08% | Q1 2014 | Q2 2019 | 21 |
COBIZ WEALTH, LLC | 21 | 21 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q2 2018 | 21 |
Alyeska Investment Group, L.P. | 11 | 1 | 0.00% | 0.46% | 0.93% | Q3 2017 | Q3 2023 | 21 |
ADVISOR PARTNERS LLC | 21 | 21 | 0.02% | 0.08% | 0.14% | Q2 2017 | Q2 2022 | 21 |
TIEDEMANN ADVISORS, LLC | 11 | 1 | 0.01% | 0.03% | 0.07% | Q3 2016 | Q3 2023 | 21 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 3 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 21 |
Rossmore Private Capital | 20 | 1 | 0.02% | 0.12% | 0.24% | Q4 2017 | Q3 2023 | 21 |
Belpointe Asset Management LLC | 21 | 21 | 0.03% | 0.13% | 0.37% | Q3 2018 | Q3 2023 | 21 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.00% | 0.02% | 0.08% | Q4 2017 | Q4 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.05% | 0.19% | Q3 2018 | Q3 2023 | 21 |
Sterling Capital Management LLC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2019 | 21 |
Brinker Capital Investments, LLC | 10 | 1 | 0.00% | 0.03% | 0.10% | Q4 2015 | Q4 2022 | 21 |
American National Registered Investment Advisor, Inc. | 21 | 21 | 0.14% | 0.23% | 0.36% | Q2 2013 | Q2 2018 | 21 |
OLD MISSION CAPITAL LLC | 8 | 1 | 0.13% | 0.88% | 2.73% | Q4 2015 | Q3 2023 | 21 |
MOGY JOEL R INVESTMENT COUNSEL INC | 12 | 9 | 0.04% | 0.09% | 0.20% | Q2 2013 | Q1 2019 | 21 |
Ahrens Investment Partners LLC | 15 | 1 | 0.06% | 0.36% | 0.86% | Q4 2016 | Q1 2023 | 21 |
SKBA CAPITAL MANAGEMENT LLC | 17 | 2 | 0.04% | 1.62% | 2.50% | Q4 2013 | Q4 2019 | 21 |
VESTOR CAPITAL, LLC | 13 | 1 | 0.01% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 21 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.00% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Cable Hill Partners, LLC | 20 | 20 | 0.00% | 0.04% | 0.11% | Q4 2014 | Q3 2019 | 20 |
Wealthcare Advisory Partners LLC | 11 | 2 | 0.01% | 0.03% | 0.05% | Q3 2017 | Q1 2023 | 20 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.01% | 0.04% | 0.10% | Q4 2014 | Q3 2019 | 20 |
DREMAN VALUE MANAGEMENT, L L C | 20 | 20 | 0.00% | 0.30% | 0.80% | Q2 2013 | Q1 2018 | 20 |
SCHULHOFF & CO INC | 14 | 2 | 0.10% | 0.16% | 0.23% | Q4 2013 | Q2 2019 | 20 |
GROUP ONE TRADING, L.P. | 7 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 20 |
BOURGEON CAPITAL MANAGEMENT LLC | 17 | 1 | 0.01% | 0.18% | 0.32% | Q1 2014 | Q3 2023 | 20 |
CX Institutional | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.02% | 0.04% | 0.14% | Q4 2018 | Q3 2023 | 20 |
Ledyard National Bank | 20 | 20 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q1 2018 | 20 |
INGALLS & SNYDER LLC | 8 | 2 | 0.01% | 0.04% | 0.08% | Q2 2016 | Q3 2023 | 20 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 10 | 1 | 0.02% | 0.02% | 0.05% | Q2 2013 | Q3 2022 | 20 |
Rathbones Group PLC | 10 | 1 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 20 |
LEVIN CAPITAL STRATEGIES, L.P. | 20 | 20 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2018 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.07% | 0.30% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.05% | 0.11% | Q4 2018 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.00% | 0.13% | 0.27% | Q4 2018 | Q3 2023 | 20 |
Westchester Capital Management, Inc. | 19 | 1 | 0.00% | 2.88% | 3.48% | Q2 2013 | Q1 2021 | 20 |
Jackson Hole Capital Partners, LLC | 20 | 20 | 0.20% | 0.44% | 0.67% | Q4 2018 | Q3 2023 | 20 |
ST GERMAIN D J CO INC | 16 | 1 | 0.01% | 1.23% | 2.39% | Q2 2013 | Q4 2023 | 20 |
Edge Capital Group, LLC | 20 | 20 | 0.02% | 0.46% | 0.88% | Q4 2018 | Q3 2023 | 20 |
ATLAS CAPITAL ADVISORS LLC | 12 | 1 | 0.00% | 0.04% | 0.20% | Q2 2018 | Q3 2023 | 20 |
JAMES INVESTMENT RESEARCH INC | 16 | 4 | 0.01% | 0.10% | 0.41% | Q2 2016 | Q1 2023 | 20 |
Xcel Wealth Management, LLC | 20 | 20 | 0.11% | 1.26% | 4.52% | Q4 2018 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Greenwich Investment Management, Inc. | 12 | 8 | 0.23% | 0.31% | 0.41% | Q1 2014 | Q4 2019 | 20 |
Private Wealth Advisors, Inc. | 20 | 20 | 0.25% | 0.47% | 0.62% | Q1 2015 | Q4 2019 | 20 |
AUGUSTINE ASSET MANAGEMENT INC | 11 | 9 | 0.21% | 0.37% | 0.63% | Q2 2013 | Q3 2023 | 20 |
Simplicity Solutions, LLC | 17 | 3 | 0.03% | 0.15% | 0.53% | Q4 2016 | Q3 2023 | 20 |
MEANS INVESTMENT CO., INC. | 20 | 20 | 0.06% | 0.16% | 0.43% | Q4 2018 | Q3 2023 | 20 |
Whitnell & Co. | 17 | 3 | 0.00% | 0.09% | 0.28% | Q2 2013 | Q2 2018 | 20 |
Global Wealth Management Investment Advisory, Inc. | 20 | 20 | 0.54% | 0.83% | 1.03% | Q4 2018 | Q3 2023 | 20 |
Sutton Wealth Advisors Inc. | 17 | 1 | 0.01% | 0.13% | 0.24% | Q1 2016 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.02% | 0.04% | 0.08% | Q4 2017 | Q3 2022 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q2 2022 | 20 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 20 | 20 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q2 2022 | 20 |
B. Riley Wealth Management, Inc. | 7 | 1 | 0.00% | 0.11% | 0.41% | Q1 2014 | Q2 2022 | 20 |
Van Leeuwen & Company, LLC | 11 | 9 | 0.14% | 0.25% | 0.43% | Q3 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.04% | 0.19% | 0.47% | Q4 2018 | Q3 2023 | 20 |
Eukles Asset Management | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Patten Group, Inc. | 15 | 2 | 0.03% | 0.06% | 0.15% | Q2 2015 | Q3 2021 | 20 |
TRUE Private Wealth Advisors | 15 | 5 | 0.01% | 0.05% | 0.10% | Q4 2015 | Q4 2020 | 20 |
NORTHERN CAPITAL MANAGEMENT LLC | 19 | 19 | 0.62% | 1.13% | 1.89% | Q2 2014 | Q4 2018 | 19 |
TSFG, LLC | 19 | 19 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 19 |
SAGE RHINO CAPITAL LLC | 19 | 19 | 0.08% | 0.18% | 0.37% | Q1 2019 | Q3 2023 | 19 |
Allen Capital Group, LLC | 16 | 3 | 0.06% | 0.23% | 0.63% | Q4 2018 | Q3 2023 | 19 |
SUMMIT FINANCIAL GROUP, INC. | 12 | 7 | 0.07% | 0.26% | 0.48% | Q2 2017 | Q4 2022 | 19 |
SMITH ASSET MANAGEMENT GROUP LP | 19 | 19 | 0.00% | 0.07% | 0.14% | Q4 2016 | Q2 2021 | 19 |
Financial Gravity Asset Management, Inc. | 8 | 3 | 0.00% | 0.03% | 0.13% | Q1 2018 | Q3 2023 | 19 |
Quantitative Investment Management, LLC | 4 | 1 | 0.01% | 0.17% | 0.36% | Q2 2013 | Q2 2023 | 19 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 10 | 9 | 0.09% | 0.15% | 0.26% | Q3 2015 | Q2 2020 | 19 |
SEVEN EIGHT CAPITAL, LP | 4 | 1 | 0.00% | 0.29% | 0.75% | Q2 2014 | Q3 2023 | 19 |
First City Capital Management, Inc. | 10 | 1 | 0.08% | 0.25% | 0.53% | Q2 2014 | Q3 2020 | 19 |
AMP Capital Investors Ltd | 13 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2021 | 19 |
DELTA CAPITAL MANAGEMENT LLC | 19 | 19 | 1.08% | 1.82% | 2.98% | Q1 2019 | Q3 2023 | 19 |
PITTENGER & ANDERSON INC | 9 | 1 | 0.00% | 0.08% | 0.50% | Q2 2013 | Q3 2023 | 19 |
Freestone Capital Holdings, LLC | 16 | 3 | 0.00% | 0.23% | 1.56% | Q1 2014 | Q2 2022 | 19 |
BENJAMIN EDWARDS INC | 19 | 19 | 0.00% | 0.03% | 0.13% | Q1 2019 | Q3 2023 | 19 |
COZAD ASSET MANAGEMENT INC | 11 | 1 | 0.03% | 0.19% | 0.68% | Q2 2018 | Q3 2023 | 19 |
BOENNING & SCATTERGOOD, INC. | 19 | 19 | 0.07% | 0.11% | 0.21% | Q2 2018 | Q4 2022 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.01% | 0.05% | 0.12% | Q1 2019 | Q3 2023 | 19 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 19 | 19 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q3 2018 | 19 |
BRIDGES INVESTMENT COUNSEL INC/ | 19 | 19 | 0.08% | 0.50% | 0.82% | Q2 2013 | Q4 2017 | 19 |
IFC Holdings Incorporated/FL | 19 | 19 | 0.09% | 0.12% | 0.20% | Q2 2013 | Q4 2017 | 19 |
Bridge Creek Capital Management LLC | 11 | 4 | 0.08% | 0.10% | 0.13% | Q3 2017 | Q3 2023 | 19 |
WESTWOOD HOLDINGS GROUP INC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
MEITAV INVESTMENT HOUSE LTD | 12 | 7 | 0.01% | 0.23% | 0.97% | Q4 2017 | Q3 2023 | 19 |
FOSTER & MOTLEY INC | 15 | 4 | 0.03% | 0.08% | 0.14% | Q4 2016 | Q3 2023 | 19 |
Stamos Capital Partners, L.P. | 13 | 6 | 0.49% | 2.40% | 3.86% | Q4 2018 | Q3 2023 | 19 |
Clark Capital Management Group, Inc. | 13 | 1 | 0.00% | 0.15% | 0.67% | Q2 2013 | Q2 2021 | 19 |
ROCKY MOUNTAIN ADVISERS, LLC | 18 | 1 | 0.01% | 0.04% | 0.12% | Q3 2015 | Q3 2023 | 19 |
MENORA MIVTACHIM HOLDINGS LTD. | 10 | 1 | 0.00% | 1.05% | 3.25% | Q2 2013 | Q3 2023 | 19 |
CPWM, LLC | 10 | 3 | 0.05% | 0.15% | 0.24% | Q1 2012 | Q4 2017 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.05% | 0.22% | Q1 2019 | Q3 2023 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.00% | 0.07% | 0.19% | Q3 2018 | Q3 2023 | 19 |
First National Bank of South Miami | 19 | 19 | 0.01% | 0.08% | 0.20% | Q4 2018 | Q2 2023 | 19 |
BARR E S & CO | 19 | 19 | 0.03% | 0.08% | 0.13% | Q2 2013 | Q4 2017 | 19 |
SAL Trading, LLC | 8 | 8 | 0.09% | 5.82% | 15.39% | Q4 2021 | Q3 2023 | 19 |
MONROE BANK & TRUST/MI | 12 | 7 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q2 2018 | 19 |
Vantage Investment Advisors, LLC | 10 | 9 | 0.05% | 0.09% | 0.16% | Q4 2013 | Q3 2018 | 19 |
Weaver C. Barksdale & Associates, Inc. | 19 | 19 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2017 | 19 |
WRAPMANAGER INC | 19 | 19 | 0.17% | 0.44% | 0.56% | Q4 2015 | Q2 2020 | 19 |
Vestmark Advisory Solutions, Inc. | 19 | 19 | 0.03% | 0.13% | 0.27% | Q1 2019 | Q3 2023 | 19 |
First Eagle Investment Management, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 19 |
Lantz Financial LLC | 19 | 19 | 0.33% | 0.53% | 1.10% | Q1 2019 | Q3 2023 | 19 |
PARK AVENUE SECURITIES LLC | 19 | 19 | 0.01% | 0.02% | 0.08% | Q1 2019 | Q3 2023 | 19 |
Realta Investment Advisors | 19 | 19 | 0.05% | 0.15% | 0.39% | Q1 2019 | Q3 2023 | 19 |
Prime Capital Investment Advisors, LLC | 12 | 2 | 0.00% | 0.08% | 0.40% | Q1 2018 | Q3 2023 | 19 |
Reynders McVeigh Capital Management, LLC | 12 | 1 | 0.02% | 0.08% | 0.16% | Q2 2013 | Q1 2019 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.18% | 0.75% | 1.76% | Q2 2013 | Q4 2017 | 19 |
Formidable Asset Management, LLC | 7 | 1 | 0.04% | 0.25% | 0.61% | Q4 2013 | Q1 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.02% | 0.06% | 0.10% | Q4 2017 | Q2 2022 | 19 |
SMITH CHAS P & ASSOCIATES PA CPAS | 18 | 18 | 0.03% | 0.06% | 0.10% | Q4 2015 | Q1 2020 | 18 |
MBM Wealth Consultants, LLC | 18 | 18 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q1 2023 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q3 2014 | 18 |
Nuveen Asset Management, LLC | 15 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2023 | 18 |
Richard C. Young & CO., LTD. | 18 | 18 | 0.34% | 0.97% | 1.73% | Q2 2013 | Q3 2017 | 18 |
Boston Partners | 15 | 3 | 0.01% | 0.14% | 0.53% | Q1 2014 | Q3 2023 | 18 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 11 | 7 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 18 |
StoneX Group Inc. | 10 | 2 | 0.02% | 0.13% | 0.30% | Q2 2017 | Q3 2022 | 18 |
MONETA GROUP INVESTMENT ADVISORS LLC | 11 | 1 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 18 |
BANCORPSOUTH INC | 18 | 18 | 0.11% | 0.18% | 0.23% | Q2 2013 | Q3 2017 | 18 |
Bedel Financial Consulting, Inc. | 18 | 18 | 0.05% | 0.12% | 0.23% | Q4 2017 | Q1 2022 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.05% | 0.18% | 0.28% | Q2 2013 | Q3 2017 | 18 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 18 | 18 | 0.02% | 0.07% | 0.15% | Q4 2015 | Q1 2020 | 18 |
Gemmer Asset Management LLC | 17 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2022 | 18 |
ORRSTOWN FINANCIAL SERVICES INC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 18 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 3 | 0.05% | 0.14% | 0.31% | Q4 2018 | Q3 2023 | 18 |
Ellevest, Inc. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2023 | 18 |
LAKE STREET ADVISORS GROUP, LLC | 10 | 1 | 0.02% | 0.04% | 0.07% | Q1 2018 | Q3 2023 | 18 |
MPS Loria Financial Planners, LLC | 17 | 1 | 0.07% | 0.24% | 0.54% | Q2 2017 | Q1 2022 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.11% | 0.19% | 0.30% | Q2 2013 | Q3 2017 | 18 |
ROBERTS GLORE & CO INC /IL/ | 18 | 18 | 0.08% | 0.15% | 0.33% | Q2 2019 | Q3 2023 | 18 |
Catamount Wealth Management | 18 | 18 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q1 2019 | 18 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 10 | 1 | 0.01% | 0.04% | 0.10% | Q2 2015 | Q3 2023 | 18 |
PANAGORA ASSET MANAGEMENT INC | 14 | 2 | 0.00% | 0.05% | 0.08% | Q4 2013 | Q2 2020 | 18 |
BRAVE ASSET MANAGEMENT INC | 14 | 4 | 0.12% | 0.37% | 0.90% | Q4 2013 | Q3 2019 | 18 |
THOMPSON DAVIS & CO., INC. | 18 | 18 | 0.00% | 0.38% | 0.76% | Q2 2014 | Q3 2018 | 18 |
RAY GERALD L & ASSOCIATES LTD | 18 | 18 | 0.13% | 0.18% | 0.23% | Q2 2013 | Q3 2017 | 18 |
VOYA INVESTMENT MANAGEMENT LLC | 17 | 1 | 0.02% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 18 |
PATTON ALBERTSON MILLER GROUP, LLC | 17 | 1 | 0.04% | 0.28% | 0.51% | Q3 2013 | Q3 2018 | 18 |
CAPITAL GUARDIAN TRUST CO | 16 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 18 |
Balentine LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 18 |
Brookstone Capital Management | 10 | 1 | 0.00% | 0.02% | 0.07% | Q4 2013 | Q3 2023 | 18 |
SII INVESTMENTS INC/WI | 10 | 8 | 0.20% | 0.29% | 0.52% | Q2 2013 | Q4 2017 | 18 |
MISSION WEALTH MANAGEMENT, LP | 14 | 1 | 0.02% | 0.03% | 0.07% | Q2 2015 | Q3 2023 | 18 |
Truvestments Capital LLC | 8 | 1 | 0.00% | 0.03% | 0.10% | Q3 2018 | Q3 2023 | 18 |
CALTON & ASSOCIATES, INC. | 10 | 1 | 0.04% | 0.11% | 0.20% | Q4 2017 | Q1 2023 | 18 |
Citizens Business Bank | 18 | 18 | 0.05% | 0.27% | 0.38% | Q1 2016 | Q2 2020 | 18 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 11 | 6 | 0.07% | 0.12% | 0.18% | Q2 2013 | Q4 2019 | 17 |
Burt Wealth Advisors | 17 | 17 | 0.02% | 0.06% | 0.11% | Q4 2016 | Q4 2020 | 17 |
Winfield Associates, Inc. | 8 | 2 | 0.01% | 0.08% | 0.41% | Q4 2013 | Q1 2022 | 17 |
Asset Planning Services, Ltd. | 15 | 2 | 0.02% | 0.06% | 0.18% | Q2 2015 | Q3 2019 | 17 |
Virtu KCG Holdings LLC | 16 | 16 | 0.01% | 0.09% | 0.38% | Q3 2013 | Q2 2017 | 17 |
Lenox Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 17 |
Seminole Management Co., Inc. | 9 | 1 | 0.20% | 1.99% | 5.10% | Q2 2013 | Q2 2018 | 17 |
Riggs Asset Managment Co. Inc. | 16 | 1 | 0.00% | 1.26% | 3.35% | Q3 2015 | Q3 2020 | 17 |
Meristem Family Wealth, LLC | 9 | 1 | 0.02% | 0.10% | 0.16% | Q2 2013 | Q1 2022 | 17 |
Pflug Koory, LLC | 17 | 17 | 0.00% | 0.04% | 0.06% | Q4 2016 | Q4 2020 | 17 |
Cooper Financial Group | 11 | 1 | 0.07% | 0.15% | 0.29% | Q4 2018 | Q3 2023 | 17 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.16% | 1.52% | Q2 2014 | Q3 2023 | 17 |
Nationwide Fund Advisors | 14 | 3 | 0.05% | 0.10% | 0.13% | Q2 2013 | Q3 2017 | 17 |
Grantham, Mayo, Van Otterloo & Co. LLC | 12 | 5 | 0.00% | 0.23% | 0.63% | Q2 2018 | Q3 2023 | 17 |
Orbitronix, LP | 8 | 2 | 0.16% | 1.27% | 3.24% | Q2 2013 | Q2 2016 | 17 |
Fieldpoint Private Securities, LLC | 10 | 7 | 0.00% | 0.03% | 0.06% | Q3 2017 | Q2 2022 | 17 |
INVESTMENT CENTERS OF AMERICA INC | 11 | 6 | 0.15% | 0.38% | 0.57% | Q2 2013 | Q3 2017 | 17 |
NewSquare Capital LLC | 11 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 17 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 10 | 2 | 0.00% | 0.04% | 0.28% | Q1 2014 | Q3 2019 | 17 |
Hotaling Investment Management, LLC | 17 | 17 | 0.13% | 0.32% | 0.69% | Q4 2018 | Q4 2022 | 17 |
FCA CORP /TX | 14 | 1 | 0.04% | 0.18% | 0.25% | Q1 2016 | Q3 2020 | 17 |
WFG Advisors, LP | 17 | 17 | 0.24% | 0.38% | 0.56% | Q2 2013 | Q2 2017 | 17 |
Geneva Advisors, LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
Zions Bancorporation, N.A. | 17 | 17 | 0.01% | 0.10% | 0.34% | Q3 2019 | Q3 2023 | 17 |
EXANE DERIVATIVES | 4 | 1 | 0.00% | 0.04% | 0.29% | Q2 2015 | Q1 2022 | 17 |
Wealthspire Advisors, L.P. | 17 | 17 | 0.02% | 0.03% | 0.05% | Q4 2015 | Q4 2019 | 17 |
Horizon Investment Services, LLC | 17 | 17 | 0.23% | 0.40% | 0.56% | Q3 2019 | Q3 2023 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q2 2023 | 17 |
Pendal Group Ltd | 13 | 4 | 0.00% | 0.02% | 0.06% | Q3 2017 | Q2 2022 | 17 |
Steinberg Global Asset Management | 16 | 1 | 0.04% | 0.08% | 0.14% | Q2 2013 | Q1 2019 | 17 |
Morningstar Investment Services LLC | 8 | 3 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 17 |
CI INVESTMENTS INC. | 17 | 17 | 0.01% | 0.08% | 0.14% | Q3 2019 | Q3 2023 | 17 |
Keudell/Morrison Wealth Management | 10 | 7 | 0.06% | 0.42% | 1.20% | Q1 2019 | Q2 2023 | 17 |
LOEWS CORP | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 17 |
Jasper Ridge Partners, L.P. | 12 | 5 | 0.18% | 0.26% | 0.39% | Q2 2013 | Q3 2017 | 17 |
Aristotle Capital Management, LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2018 | 17 |
Aspen Investment Management Inc | 11 | 1 | 0.14% | 0.28% | 0.49% | Q2 2013 | Q1 2019 | 17 |
Veritas Investment Management (UK) Ltd | 17 | 17 | 0.05% | 1.41% | 2.22% | Q1 2013 | Q1 2017 | 17 |
Integrated Investment Consultants, LLC | 10 | 7 | 0.10% | 0.14% | 0.23% | Q1 2016 | Q2 2020 | 17 |
Resource Management, LLC | 17 | 17 | 0.03% | 0.06% | 0.13% | Q4 2017 | Q4 2021 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.18% | 0.28% | 0.40% | Q2 2013 | Q2 2017 | 17 |
Independence Bank of Kentucky | 15 | 2 | 0.00% | 0.15% | 0.35% | Q4 2017 | Q3 2023 | 17 |
ACADEMY CAPITAL MANAGEMENT INC/TX | 17 | 17 | 1.24% | 3.02% | 5.00% | Q2 2013 | Q2 2017 | 17 |
Schonfeld Strategic Advisors LLC | 8 | 1 | 0.01% | 0.09% | 0.24% | Q1 2016 | Q3 2023 | 17 |
JOHN G ULLMAN & ASSOCIATES INC | 13 | 2 | 0.04% | 0.10% | 0.15% | Q3 2018 | Q3 2023 | 17 |
Susquehanna International Securities, Ltd. | 6 | 2 | 0.18% | 2.70% | 7.26% | Q4 2018 | Q1 2023 | 17 |
Jacobus Wealth Management, Inc. | 12 | 5 | 2.16% | 3.29% | 4.73% | Q2 2013 | Q3 2017 | 17 |
Lipe & Dalton | 17 | 17 | 2.08% | 3.04% | 3.96% | Q2 2013 | Q2 2017 | 17 |
Iowa State Bank | 14 | 3 | 0.14% | 0.71% | 1.00% | Q2 2013 | Q2 2020 | 17 |
BALDWIN BROTHERS LLC/MA | 11 | 6 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2023 | 17 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 8 | 1 | 0.01% | 0.04% | 0.20% | Q4 2013 | Q2 2021 | 17 |
Alexandria Capital, LLC | 12 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 16 |
NOESIS CAPITAL MANGEMENT CORP | 11 | 5 | 0.04% | 0.09% | 0.17% | Q2 2019 | Q3 2023 | 16 |
Perkins Investment Management, LLC | 16 | 16 | 0.05% | 0.21% | 0.34% | Q2 2013 | Q1 2017 | 16 |
JANUS HENDERSON GROUP PLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q1 2021 | 16 |
Richard P Slaughter Associates Inc | 12 | 4 | 0.31% | 0.52% | 0.94% | Q4 2019 | Q4 2023 | 16 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 16 | 16 | 0.03% | 0.07% | 0.11% | Q2 2013 | Q1 2017 | 16 |
Arosa Capital Management LP | 8 | 1 | 0.41% | 2.14% | 5.96% | Q1 2016 | Q4 2021 | 16 |
Bay Rivers Group | 16 | 16 | 0.21% | 0.33% | 0.48% | Q4 2019 | Q3 2023 | 16 |
IPG Investment Advisors LLC | 16 | 16 | 0.08% | 0.10% | 0.11% | Q3 2014 | Q2 2018 | 16 |
tru Independence LLC | 16 | 16 | 0.00% | 0.98% | 1.45% | Q4 2019 | Q3 2023 | 16 |
APG Asset Management N.V. | 6 | 5 | 0.00% | 0.03% | 0.12% | Q3 2018 | Q4 2022 | 16 |
Poehling Capital Management, INC. | 10 | 3 | 0.09% | 0.60% | 1.34% | Q4 2017 | Q3 2023 | 16 |
Greytown Advisors Inc. | 16 | 16 | 0.39% | 0.58% | 0.74% | Q4 2016 | Q3 2020 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
STEPH & CO | 16 | 16 | 0.04% | 0.06% | 0.10% | Q4 2019 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
TRANSCEND CAPITAL ADVISORS, LLC | 16 | 16 | 0.11% | 0.16% | 0.27% | Q4 2019 | Q3 2023 | 16 |
TUDOR INVESTMENT CORP ET AL | 3 | 1 | 0.01% | 0.02% | 0.06% | Q3 2015 | Q3 2023 | 16 |
Baugh & Associates, LLC | 16 | 16 | 0.90% | 1.51% | 2.40% | Q4 2017 | Q3 2021 | 16 |
Capital Investment Advisors, LLC | 10 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2023 | 16 |
Alpha Cubed Investments, LLC | 6 | 1 | 0.02% | 0.20% | 0.90% | Q4 2013 | Q3 2023 | 16 |
HALL LAURIE J TRUSTEE | 13 | 3 | 0.02% | 0.04% | 0.05% | Q4 2015 | Q4 2019 | 16 |
Vanguard Capital Wealth Advisors | 7 | 1 | 0.00% | 0.32% | 0.45% | Q3 2018 | Q3 2023 | 16 |
NORTH AMERICAN MANAGEMENT CORP | 10 | 6 | 0.03% | 0.04% | 0.06% | Q3 2015 | Q4 2019 | 16 |
Strategic Wealth Investment Group, LLC | 16 | 16 | 0.03% | 0.56% | 1.26% | Q4 2019 | Q3 2023 | 16 |
Avestar Capital, LLC | 9 | 7 | 0.00% | 0.09% | 0.34% | Q4 2017 | Q1 2022 | 16 |
Asset Allocation & Management Company, LLC | 16 | 16 | 0.10% | 0.16% | 0.28% | Q4 2019 | Q3 2023 | 16 |
Cadence Bank | 11 | 5 | 0.03% | 0.17% | 0.44% | Q4 2017 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.03% | 0.10% | Q4 2019 | Q3 2023 | 16 |
AMERICAN CENTURY COMPANIES INC | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
ACG Wealth | 15 | 1 | 0.02% | 0.06% | 0.08% | Q2 2016 | Q2 2022 | 16 |
CAPTRUST FINANCIAL ADVISORS | 16 | 16 | 0.02% | 0.09% | 0.43% | Q4 2019 | Q3 2023 | 16 |
Welch Group, LLC | 16 | 16 | 0.02% | 0.06% | 0.09% | Q4 2016 | Q3 2020 | 16 |
Oslo Asset Management AS | 16 | 16 | 0.01% | 7.04% | 14.87% | Q2 2013 | Q1 2017 | 16 |
BSW Wealth Partners | 15 | 1 | 0.07% | 0.09% | 0.13% | Q4 2015 | Q3 2023 | 16 |
PRUDENTIAL FINANCIAL INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
IEQ CAPITAL, LLC | 16 | 16 | 0.01% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
9258 Wealth Management, LLC | 16 | 16 | 0.06% | 0.30% | 0.92% | Q4 2018 | Q3 2022 | 16 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 16 | 16 | 0.11% | 0.35% | 0.55% | Q2 2016 | Q1 2020 | 16 |
S.A. Mason LLC | 16 | 16 | 0.03% | 0.05% | 0.14% | Q4 2019 | Q3 2023 | 16 |
Somerset Trust Co | 16 | 16 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2017 | 16 |
GREENWOOD CAPITAL ASSOCIATES LLC | 13 | 1 | 0.16% | 0.82% | 1.40% | Q2 2014 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Financial Advocates Investment Management | 16 | 16 | 0.05% | 0.13% | 0.20% | Q4 2017 | Q3 2021 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Mosaic Family Wealth, LLC | 15 | 1 | 0.03% | 0.05% | 0.09% | Q4 2015 | Q4 2019 | 16 |
Royal Fund Management, LLC | 14 | 2 | 0.05% | 0.09% | 0.18% | Q4 2016 | Q3 2023 | 16 |
Capital Advisory Group Advisory Services, LLC | 15 | 1 | 0.00% | 0.10% | 0.56% | Q1 2018 | Q1 2022 | 16 |
PSI Advisors, LLC | 16 | 16 | 0.20% | 0.28% | 0.50% | Q4 2019 | Q3 2023 | 16 |
SNS Financial Group, LLC | 14 | 14 | 0.01% | 0.09% | 0.13% | Q4 2016 | Q1 2020 | 16 |
HL FINANCIAL SERVICES LLC | 10 | 1 | 0.03% | 0.06% | 0.08% | Q2 2013 | Q1 2019 | 16 |
CREDIT AGRICOLE S A | 14 | 1 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Financial Strategies Group, Inc. | 16 | 16 | 0.10% | 0.15% | 0.34% | Q4 2019 | Q3 2023 | 16 |
Eudaimonia Partners, LLC | 8 | 7 | 0.05% | 0.11% | 0.27% | Q4 2019 | Q3 2023 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.08% | 0.13% | 0.18% | Q2 2013 | Q4 2016 | 15 |
Syntal Capital Partners, LLC | 7 | 2 | 0.12% | 0.21% | 0.62% | Q1 2018 | Q3 2023 | 15 |
Wagner Wealth Management, LLC | 11 | 4 | 0.10% | 0.21% | 0.31% | Q4 2017 | Q3 2023 | 15 |
CAZ INVESTMENTS LP | 15 | 15 | 0.49% | 1.27% | 2.36% | Q2 2015 | Q4 2018 | 15 |
Banco de Sabadell, S.A | 15 | 15 | 0.00% | 0.59% | 1.19% | Q4 2017 | Q2 2021 | 15 |
XML Financial, LLC | 10 | 5 | 0.03% | 0.38% | 1.61% | Q4 2019 | Q3 2023 | 15 |
CAPITAL ONE, NATIONAL ASSOCIATION | 14 | 1 | 0.02% | 0.04% | 0.07% | Q3 2013 | Q2 2018 | 15 |
Corient Capital Partners, LLC | 15 | 15 | 0.02% | 0.05% | 0.08% | Q1 2019 | Q3 2022 | 15 |
Avion Wealth | 15 | 15 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
OXFORD FINANCIAL GROUP, LTD. LLC | 15 | 15 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
JENNISON ASSOCIATES LLC | 12 | 1 | 0.00% | 0.03% | 0.07% | Q3 2017 | Q1 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 3 | 0.01% | 0.06% | 0.22% | Q2 2013 | Q2 2021 | 15 |
Key FInancial Inc | 12 | 3 | 0.03% | 0.07% | 0.24% | Q4 2019 | Q3 2023 | 15 |
Solstein Capital, LLC | 15 | 15 | 0.09% | 1.41% | 2.20% | Q1 2020 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.08% | 0.14% | 0.34% | Q3 2011 | Q3 2015 | 15 |
Diversified Trust Co | 4 | 1 | 0.01% | 0.05% | 0.16% | Q2 2013 | Q4 2023 | 15 |
TRUST CO OF OKLAHOMA | 13 | 1 | 0.09% | 0.18% | 0.31% | Q1 2014 | Q4 2019 | 15 |
Trust Asset Management LLC | 12 | 1 | 0.04% | 0.05% | 0.09% | Q3 2011 | Q3 2018 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Concert Wealth Management Inc. | 9 | 6 | 0.04% | 0.15% | 0.32% | Q2 2013 | Q1 2017 | 15 |
Proficio Capital Partners LLC | 15 | 15 | 0.02% | 0.27% | 1.77% | Q4 2015 | Q2 2019 | 15 |
Old North State Trust, LLC | 6 | 3 | 0.03% | 0.08% | 0.18% | Q3 2018 | Q1 2023 | 15 |
J.W. COLE ADVISORS, INC. | 14 | 1 | 0.05% | 0.10% | 0.19% | Q4 2019 | Q3 2023 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.08% | 0.12% | 0.20% | Q2 2013 | Q4 2016 | 15 |
MASSMUTUAL TRUST CO FSB/ADV | 11 | 4 | 0.00% | 0.10% | 0.42% | Q4 2013 | Q3 2017 | 15 |
Arkfeld Wealth Strategies, L.L.C. | 12 | 3 | 0.15% | 0.66% | 4.21% | Q4 2019 | Q3 2023 | 15 |
CAHILL FINANCIAL ADVISORS INC | 14 | 1 | 0.01% | 0.33% | 0.44% | Q4 2016 | Q3 2021 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.09% | 0.13% | 0.17% | Q1 2020 | Q3 2023 | 15 |
Barnett & Company, Inc. | 15 | 15 | 0.06% | 2.63% | 4.37% | Q3 2017 | Q1 2021 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.01% | 0.06% | 0.10% | Q2 2013 | Q4 2016 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2016 | 15 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.05% | 0.18% | 0.25% | Q1 2020 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.01% | 0.07% | 0.13% | Q4 2019 | Q3 2023 | 15 |
PITCAIRN CO | 13 | 2 | 0.02% | 0.06% | 0.08% | Q3 2016 | Q1 2023 | 15 |
EADS & HEALD WEALTH MANAGEMENT | 5 | 1 | 0.11% | 0.19% | 0.42% | Q4 2014 | Q3 2023 | 15 |
Windsor Wealth Management, Inc. | 11 | 4 | 0.04% | 0.08% | 0.21% | Q2 2019 | Q3 2023 | 15 |
Covenant Partners, LLC | 11 | 2 | 0.15% | 0.25% | 0.45% | Q1 2019 | Q3 2023 | 15 |
HBK INVESTMENTS L P | 7 | 1 | 0.01% | 0.05% | 0.12% | Q3 2013 | Q2 2019 | 15 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 15 | 15 | 0.11% | 0.15% | 0.26% | Q1 2020 | Q3 2023 | 15 |
GIRARD PARTNERS LTD. | 7 | 1 | 0.06% | 0.13% | 0.24% | Q4 2013 | Q3 2018 | 15 |
WADE G W & INC | 12 | 1 | 0.02% | 0.06% | 0.09% | Q2 2018 | Q3 2023 | 15 |
HANCOCK WHITNEY CORP | 5 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2023 | 15 |
Hodges Capital Management Inc. | 8 | 1 | 0.01% | 0.16% | 0.80% | Q2 2013 | Q3 2019 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.06% | 0.09% | 0.12% | Q2 2016 | Q4 2019 | 15 |
Garner Asset Management Corp | 15 | 15 | 0.18% | 0.32% | 0.52% | Q1 2020 | Q3 2023 | 15 |
Reitz Capital Advisors LLC | 8 | 7 | 0.18% | 0.44% | 1.12% | Q4 2018 | Q3 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.08% | 0.14% | 0.32% | Q2 2013 | Q4 2016 | 15 |
PIONEER TRUST BANK N A/OR | 14 | 1 | 0.10% | 0.21% | 0.34% | Q2 2013 | Q2 2018 | 15 |
ARGI Investment Services, LLC | 14 | 1 | 0.01% | 0.03% | 0.05% | Q1 2014 | Q2 2022 | 15 |
RHUMBLINE ADVISERS | 13 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 15 |
FAGAN ASSOCIATES, INC. | 8 | 7 | 0.10% | 0.51% | 0.71% | Q2 2015 | Q3 2023 | 15 |
Tortoise Investment Management, LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2019 | 15 |
Private Advisory Group LLC | 15 | 15 | 0.91% | 1.23% | 1.51% | Q4 2016 | Q2 2020 | 15 |
KANALY TRUST CO | 14 | 14 | 0.09% | 0.34% | 0.48% | Q3 2013 | Q4 2016 | 14 |
FIRST NATIONAL BANK SIOUX FALLS | 14 | 14 | 0.20% | 0.25% | 0.32% | Q2 2013 | Q3 2016 | 14 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 14 | 14 | 0.03% | 0.38% | 0.66% | Q3 2014 | Q4 2017 | 14 |
CCM INVESTMENT ADVISERS LLC | 14 | 14 | 0.04% | 1.09% | 1.58% | Q2 2017 | Q3 2020 | 14 |
Selway Asset Management | 7 | 1 | 0.01% | 0.82% | 1.91% | Q2 2013 | Q3 2022 | 14 |
VAN STRUM & TOWNE INC. | 9 | 5 | 0.14% | 0.19% | 0.30% | Q2 2013 | Q2 2017 | 14 |
Legacy Capital Partners, Inc. | 10 | 4 | 0.09% | 0.24% | 0.53% | Q2 2018 | Q1 2022 | 14 |
Cribstone Capital Management, LLC | 13 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q2 2022 | 14 |
Chou Associates Management | 14 | 14 | 0.02% | 0.11% | 0.15% | Q2 2013 | Q3 2016 | 14 |
DRW Securities, LLC | 4 | 1 | 0.02% | 0.11% | 0.29% | Q1 2018 | Q3 2023 | 14 |
Sageworth Trust Co | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2023 | 14 |
Friedberg Investment Management | 10 | 4 | 0.10% | 0.12% | 0.19% | Q2 2013 | Q4 2016 | 14 |
U S GLOBAL INVESTORS INC | 4 | 1 | 0.00% | 0.30% | 1.29% | Q1 2015 | Q2 2023 | 14 |
Clarius Group, LLC | 10 | 4 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 14 |
ARGENT TRUST Co | 14 | 14 | 0.24% | 0.30% | 0.42% | Q4 2014 | Q1 2018 | 14 |
Campbell & CO Investment Adviser LLC | 3 | 1 | 0.08% | 0.26% | 0.81% | Q3 2017 | Q3 2023 | 14 |
Wealthstreet Investment Advisors, LLC | 14 | 14 | 0.02% | 0.10% | 0.17% | Q4 2017 | Q1 2021 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.09% | 0.14% | 0.25% | Q2 2013 | Q3 2016 | 14 |
Axiom Investment Management LLC | 13 | 1 | 0.02% | 0.34% | 0.91% | Q4 2018 | Q3 2022 | 14 |
Yellowstone Partners, LLC | 12 | 2 | 0.09% | 0.30% | 0.64% | Q4 2013 | Q4 2017 | 14 |
Jump Trading, LLC | 3 | 1 | 0.01% | 0.05% | 0.22% | Q4 2013 | Q2 2016 | 14 |
Independent Portfolio Consultants, Inc. | 13 | 1 | 0.01% | 0.04% | 0.25% | Q2 2013 | Q2 2017 | 14 |
CFO4Life Group, LLC | 14 | 14 | 0.09% | 0.28% | 0.52% | Q1 2017 | Q2 2020 | 14 |
CapWealth Advisors, LLC | 14 | 14 | 0.01% | 0.22% | 0.47% | Q2 2013 | Q3 2016 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Institute for Wealth Management, LLC. | 8 | 1 | 0.00% | 0.11% | 0.24% | Q2 2013 | Q1 2023 | 14 |
BFSG, LLC | 8 | 6 | 0.04% | 0.12% | 0.17% | Q1 2020 | Q3 2023 | 14 |
Lido Advisors, LLC | 9 | 1 | 0.00% | 0.04% | 0.09% | Q2 2018 | Q3 2023 | 14 |
Semmax Financial Advisors Inc. | 13 | 1 | 0.00% | 0.11% | 0.79% | Q4 2018 | Q4 2022 | 14 |
MANNING & NAPIER ADVISORS LLC | 12 | 2 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2017 | 14 |
Destination Wealth Management | 12 | 2 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q3 2019 | 14 |
Ally Financial Inc. | 8 | 6 | 0.39% | 0.73% | 1.21% | Q3 2014 | Q1 2018 | 14 |
VICUS CAPITAL | 11 | 3 | 0.04% | 0.11% | 0.25% | Q2 2016 | Q1 2022 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2022 | 14 |
BKS ADVISORS, LLC | 12 | 2 | 0.11% | 0.19% | 0.32% | Q1 2015 | Q1 2019 | 14 |
Global X Management CO LLC | 12 | 2 | 0.00% | 0.04% | 0.33% | Q2 2013 | Q4 2016 | 14 |
Trexquant Investment LP | 3 | 1 | 0.04% | 0.15% | 0.34% | Q4 2014 | Q2 2023 | 14 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 11 | 1 | 0.00% | 0.03% | 0.04% | Q1 2013 | Q3 2023 | 14 |
HARVEY INVESTMENT CO LLC | 11 | 1 | 0.04% | 0.10% | 0.17% | Q2 2013 | Q3 2018 | 14 |
Bison Wealth, LLC | 8 | 1 | 0.13% | 0.30% | 0.60% | Q4 2014 | Q2 2020 | 14 |
Princeton Global Asset Management LLC | 14 | 14 | 0.03% | 0.08% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Selective Wealth Management, Inc. | 13 | 1 | 0.03% | 0.10% | 0.72% | Q3 2018 | Q3 2022 | 14 |
Farmers National Bank | 5 | 2 | 0.02% | 0.11% | 0.28% | Q4 2014 | Q2 2019 | 14 |
Disciplined Investments, LLC | 11 | 3 | 0.00% | 0.08% | 0.25% | Q4 2019 | Q3 2023 | 14 |
Trust Co | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2020 | 14 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.08% | 0.27% | Q3 2013 | Q4 2020 | 14 |
PRENTISS SMITH & CO INC | 12 | 2 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2018 | 14 |
EASTERN BANK | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Vectors Research Management, LLC | 13 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2022 | 14 |
Blue Fin Capital, Inc. | 14 | 14 | 0.17% | 0.40% | 0.72% | Q4 2013 | Q1 2017 | 14 |
Rikoon Group, LLC | 13 | 1 | 0.08% | 0.13% | 0.15% | Q4 2016 | Q1 2021 | 14 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 13 | 1 | 0.00% | 1.04% | 1.55% | Q4 2018 | Q3 2023 | 14 |
SMITH, MOORE & CO. | 13 | 1 | 0.06% | 0.14% | 0.24% | Q1 2016 | Q2 2022 | 14 |
HARTFORD INVESTMENT MANAGEMENT CO | 6 | 2 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q2 2019 | 14 |
Paloma Partners Management Co | 4 | 1 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q1 2022 | 14 |
ACCIDENT COMPENSATION CORP | 8 | 6 | 0.00% | 0.16% | 0.29% | Q4 2015 | Q4 2019 | 14 |
CHILTON CAPITAL MANAGEMENT LLC | 9 | 1 | 0.00% | 0.08% | 0.13% | Q2 2013 | Q3 2023 | 14 |
IAG Wealth Partners, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
TIAA CREF TRUST CO FSB/MO | 14 | 14 | 0.02% | 0.09% | 0.18% | Q4 2013 | Q1 2017 | 14 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 10 | 4 | 0.01% | 0.03% | 0.14% | Q2 2013 | Q2 2019 | 14 |
JANICZEK WEALTH MANAGEMENT, LLC | 14 | 14 | 0.05% | 0.07% | 0.17% | Q2 2020 | Q3 2023 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q3 2020 | 14 |
Your Advocates Ltd., LLP | 8 | 5 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 13 |
NorthCoast Asset Management LLC | 7 | 6 | 0.02% | 0.10% | 0.22% | Q4 2017 | Q3 2021 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Willis Johnson & Associates, Inc. | 12 | 12 | 0.09% | 0.16% | 0.28% | Q4 2020 | Q3 2023 | 13 |
PERSONAL CFO SOLUTIONS, LLC | 11 | 2 | 0.05% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 13 |
Human Investing LLC | 8 | 5 | 0.00% | 0.04% | 0.11% | Q4 2018 | Q3 2023 | 13 |
MinichMacGregor Wealth Management, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2022 | 13 |
GREAT VALLEY ADVISOR GROUP, INC. | 10 | 3 | 0.02% | 0.05% | 0.08% | Q1 2019 | Q3 2023 | 13 |
Fairpointe Capital LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q1 2017 | 13 |
Chubb Ltd | 13 | 13 | 3.29% | 7.53% | 12.22% | Q1 2016 | Q1 2019 | 13 |
Founders Capital Management | 13 | 13 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2023 | 13 |
BANK OF THE WEST | 9 | 4 | 0.03% | 0.07% | 0.10% | Q2 2013 | Q4 2016 | 13 |
MILES CAPITAL, INC. | 13 | 13 | 0.11% | 0.18% | 0.25% | Q4 2016 | Q4 2019 | 13 |
Euro Pacific Asset Management, LLC | 13 | 13 | 0.61% | 2.95% | 3.70% | Q3 2020 | Q3 2023 | 13 |
Krilogy Financial LLC | 11 | 1 | 0.01% | 0.04% | 0.15% | Q3 2015 | Q3 2023 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2022 | 13 |
CastleArk Alternatives, LLC | 13 | 13 | 0.12% | 3.16% | 6.10% | Q4 2017 | Q4 2020 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.24% | 0.31% | 0.37% | Q3 2020 | Q3 2023 | 13 |
Private Vista, LLC | 10 | 1 | 0.05% | 0.11% | 0.19% | Q3 2016 | Q2 2020 | 13 |
Harel Insurance Investments & Financial Services Ltd. | 10 | 3 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 13 |
MITCHELL CAPITAL MANAGEMENT CO | 7 | 6 | 0.10% | 0.19% | 0.35% | Q1 2019 | Q3 2022 | 13 |
Athena Global Investors LLC | 13 | 13 | 0.30% | 0.69% | 1.56% | Q1 2014 | Q1 2017 | 13 |
PERKINS CAPITAL MANAGEMENT INC | 9 | 4 | 0.13% | 0.27% | 0.48% | Q1 2018 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 13 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 0.12% | 0.15% | 0.20% | Q2 2013 | Q2 2016 | 13 |
CRA Financial Services, LLC | 7 | 6 | 0.07% | 0.12% | 0.19% | Q4 2018 | Q3 2023 | 13 |
Bell Rock Capital LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2019 | 13 |
Truehand, Inc | 13 | 13 | 0.20% | 0.37% | 0.58% | Q4 2018 | Q4 2021 | 13 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.13% | 0.73% | Q1 2018 | Q3 2023 | 13 |
Enterprise Trust & Investment Co | 13 | 13 | 0.12% | 0.22% | 0.42% | Q2 2019 | Q2 2022 | 13 |
Nelson Capital Management, LLC | 12 | 1 | 0.01% | 0.01% | 0.06% | Q2 2013 | Q3 2019 | 13 |
Vanguard Personalized Indexing Management, LLC | 12 | 1 | 0.05% | 0.07% | 0.14% | Q2 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Leelyn Smith, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2022 | 13 |
Cypress Capital Management LLC (WY) | 13 | 13 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2017 | 13 |
BlueCrest Capital Management Ltd | 7 | 1 | 0.01% | 0.17% | 0.56% | Q1 2015 | Q1 2021 | 13 |
Cascade Investment Advisors, Inc. | 13 | 13 | 0.01% | 0.01% | 0.03% | Q2 2017 | Q2 2020 | 13 |
STERLING INVESTMENT MANAGEMENT, LLC | 13 | 13 | 0.82% | 1.20% | 1.87% | Q4 2016 | Q4 2019 | 13 |
Catalyst Capital Advisors LLC | 7 | 2 | 0.03% | 0.10% | 0.17% | Q2 2013 | Q4 2016 | 13 |
Caption Management, LLC | 3 | 1 | 0.01% | 0.07% | 0.30% | Q2 2018 | Q3 2023 | 13 |
Bruderman Asset Management, LLC | 5 | 1 | 0.01% | 0.33% | 1.30% | Q1 2015 | Q1 2019 | 13 |
Global Financial Private Capital, Inc | 10 | 3 | 0.20% | 0.66% | 0.85% | Q1 2017 | Q2 2020 | 13 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 9 | 1 | 0.00% | 0.34% | 2.24% | Q2 2014 | Q2 2023 | 13 |
KELLEHER FINANCIAL ADVISORS | 4 | 1 | 0.01% | 0.52% | 1.77% | Q4 2014 | Q3 2021 | 13 |
PREMIER ASSET MANAGEMENT LLC | 10 | 3 | 0.14% | 0.19% | 0.29% | Q4 2013 | Q4 2019 | 13 |
BRINKER CAPITAL INC | 13 | 13 | 0.04% | 0.07% | 0.09% | Q2 2017 | Q2 2020 | 13 |
Global Trust Asset Management, LLC | 13 | 13 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q4 2020 | 13 |
Marathon Trading Investment Management LLC | 6 | 2 | 0.01% | 0.07% | 0.17% | Q1 2013 | Q1 2017 | 13 |
FIRST FOUNDATION ADVISORS | 6 | 1 | 0.01% | 0.02% | 0.05% | Q3 2013 | Q4 2019 | 13 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 13 | 13 | 0.06% | 0.11% | 0.13% | Q2 2013 | Q2 2016 | 13 |
FIRST NIAGARA BANK | 13 | 13 | 0.22% | 0.39% | 0.50% | Q2 2013 | Q2 2016 | 13 |
A.R.T. Advisors, LLC | 6 | 1 | 0.02% | 0.15% | 0.38% | Q3 2013 | Q4 2019 | 13 |
Tidal Investments LLC | 12 | 1 | 0.10% | 0.13% | 0.20% | Q2 2020 | Q3 2023 | 13 |
SG3 Management, LLC | 3 | 1 | 0.00% | 0.09% | 0.39% | Q1 2020 | Q3 2022 | 13 |
Capital Markets Trading UK LLP | 5 | 2 | 0.01% | 0.06% | 0.30% | Q4 2017 | Q4 2021 | 13 |
Goodman Financial Corp | 11 | 2 | 0.10% | 0.14% | 0.36% | Q3 2017 | Q3 2023 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.32% | 0.42% | 0.61% | Q2 2013 | Q2 2016 | 13 |
Seelaus Asset Management LLC | 10 | 3 | 0.36% | 1.02% | 1.57% | Q4 2017 | Q3 2022 | 13 |
Alpha Omega Wealth Management LLC | 10 | 3 | 0.00% | 0.01% | 0.05% | Q4 2015 | Q4 2019 | 13 |
Mount Yale Investment Advisors, LLC | 7 | 1 | 0.00% | 0.07% | 0.18% | Q1 2018 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.10% | 0.13% | 0.16% | Q3 2020 | Q3 2023 | 13 |
Covenant Multifamily Offices, LLC | 12 | 1 | 0.06% | 0.11% | 0.20% | Q4 2017 | Q3 2021 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Penobscot Investment Management Company, Inc. | 13 | 13 | 0.08% | 0.16% | 0.25% | Q2 2013 | Q2 2016 | 13 |
FormulaFolio Investments, LLC | 10 | 3 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q2 2020 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.11% | 0.18% | 0.30% | Q2 2013 | Q2 2016 | 13 |
Argentus Capital Management, LLC | 13 | 13 | 0.14% | 0.23% | 0.37% | Q3 2013 | Q3 2016 | 13 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 8 | 5 | 0.02% | 0.04% | 0.09% | Q2 2014 | Q4 2019 | 13 |
FIRST CITIZENS BANK & TRUST CO | 7 | 6 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 13 |
Evanson Asset Management, LLC | 8 | 4 | 0.04% | 0.06% | 0.11% | Q4 2013 | Q4 2019 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
Elmwood Wealth Management, Inc. | 7 | 2 | 0.04% | 0.08% | 0.11% | Q1 2018 | Q2 2021 | 12 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 12 | 12 | 0.01% | 0.04% | 0.06% | Q3 2017 | Q2 2020 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Centerpoint Advisors, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 12 |
Allegheny Financial Group LTD | 12 | 12 | 0.13% | 0.17% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Holloway Wealth Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 12 |
MARSHALL WACE, LLP | 2 | 1 | 0.01% | 0.05% | 0.20% | Q3 2015 | Q2 2023 | 12 |
Risk Paradigm Group, LLC | 9 | 3 | 0.02% | 0.05% | 0.09% | Q1 2015 | Q1 2018 | 12 |
Birch Hill Investment Advisors LLC | 9 | 1 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2017 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.10% | 0.15% | 0.22% | Q2 2013 | Q1 2016 | 12 |
Wealth Dimensions Group, Ltd. | 12 | 12 | 0.13% | 0.16% | 0.22% | Q4 2020 | Q3 2023 | 12 |
NICOLET ADVISORY SERVICES, LLC | 7 | 5 | 0.03% | 0.06% | 0.10% | Q1 2019 | Q3 2023 | 12 |
BANQUE PICTET & CIE SA | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2018 | 12 |
Venture Visionary Partners LLC | 12 | 12 | 0.05% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Canal Capital Management, LLC | 12 | 12 | 0.11% | 0.63% | 0.97% | Q3 2019 | Q2 2022 | 12 |
PARK CIRCLE Co | 12 | 12 | 0.40% | 0.75% | 1.02% | Q1 2017 | Q4 2019 | 12 |
Vishria Bird Financial Group, LLC | 12 | 12 | 2.01% | 2.84% | 4.00% | Q4 2020 | Q3 2023 | 12 |
Danda Trouve Investment Management, Inc. | 12 | 12 | 0.04% | 0.07% | 0.10% | Q4 2019 | Q3 2022 | 12 |
Certified Advisory Corp | 11 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q1 2021 | 12 |
Fluent Financial, LLC | 6 | 5 | 0.02% | 1.87% | 3.71% | Q4 2017 | Q3 2020 | 12 |
TODD ASSET MANAGEMENT LLC | 7 | 1 | 0.06% | 0.45% | 0.96% | Q2 2014 | Q3 2023 | 12 |
MANAGED ASSET PORTFOLIOS, LLC | 11 | 1 | 0.62% | 2.03% | 3.37% | Q4 2013 | Q4 2016 | 12 |
FARR MILLER & WASHINGTON LLC/DC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q4 2019 | 12 |
Oxinas Partners Wealth Management LLC | 12 | 12 | 0.52% | 0.68% | 0.81% | Q4 2020 | Q3 2023 | 12 |
COWA, LLC | 12 | 12 | 0.27% | 0.37% | 0.61% | Q4 2020 | Q3 2023 | 12 |
Bramshill Investments, LLC | 10 | 2 | 0.00% | 0.16% | 0.55% | Q3 2018 | Q3 2021 | 12 |
Weather Gauge Advisory, LLC | 12 | 12 | 0.30% | 0.51% | 0.76% | Q4 2018 | Q3 2021 | 12 |
Malaga Cove Capital, LLC | 8 | 1 | 0.04% | 0.29% | 0.52% | Q3 2017 | Q3 2023 | 12 |
Johnson Midwest Financial, LLC | 12 | 12 | 0.03% | 0.07% | 0.15% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.07% | 0.17% | 0.26% | Q4 2020 | Q3 2023 | 12 |
EP Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 12 |
Calamos Wealth Management LLC | 8 | 1 | 0.02% | 0.05% | 0.09% | Q2 2015 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
DORCHESTER WEALTH MANAGEMENT Co | 12 | 12 | 0.06% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 12 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 7 | 2 | 0.11% | 0.32% | 0.74% | Q1 2018 | Q4 2022 | 12 |
Lebenthal Global Advisors, LLC | 12 | 12 | 0.13% | 0.25% | 0.45% | Q4 2020 | Q3 2023 | 12 |
Zions Bancorporation | 11 | 1 | 0.03% | 0.10% | 0.50% | Q1 2015 | Q3 2018 | 12 |
Accel Wealth Management | 12 | 12 | 0.13% | 0.18% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Wunderlich Capital Managemnt | 12 | 12 | 0.18% | 0.22% | 0.25% | Q4 2020 | Q3 2023 | 12 |
Apriem Advisors | 11 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2018 | 12 |
Garde Capital, Inc. | 12 | 12 | 0.07% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Parkside Investments, LLC | 12 | 12 | 0.28% | 0.66% | 1.12% | Q4 2018 | Q3 2021 | 12 |
Salient Capital Advisors, LLC | 5 | 1 | 0.01% | 0.13% | 0.34% | Q2 2013 | Q3 2018 | 12 |
Red Cedar Capital, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2020 | 12 |
Altium Wealth Management LLC | 10 | 2 | 0.05% | 0.08% | 0.11% | Q2 2018 | Q2 2022 | 12 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.03% | 0.11% | 0.43% | Q1 2014 | Q2 2023 | 12 |
ENCOMPASS WEALTH ADVISORS, LLC | 12 | 12 | 0.08% | 0.11% | 0.14% | Q4 2020 | Q3 2023 | 12 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 12 | 12 | 0.12% | 0.29% | 0.56% | Q4 2020 | Q3 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
TruWealth Advisors, LLC | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
SPERO-SMITH INVESTMENT ADVISERS INC /OH | 10 | 2 | 1.07% | 1.34% | 1.69% | Q2 2013 | Q2 2016 | 12 |
Americana Partners, LLC | 5 | 1 | 0.01% | 0.09% | 0.24% | Q4 2019 | Q3 2023 | 12 |
Capital International Investors | 6 | 6 | 0.00% | 0.09% | 0.31% | Q2 2013 | Q3 2023 | 12 |
Perigon Wealth Management, LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 12 |
Live Your Vision, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2019 | 12 |
GABLES CAPITAL MANAGEMENT INC. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2021 | 12 |
Keebeck Wealth Management, LLC | 11 | 1 | 0.01% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.02% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Capital Bank & Trust Co | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 12 |
ExodusPoint Capital Management, LP | 6 | 1 | 0.01% | 0.05% | 0.20% | Q4 2018 | Q4 2022 | 12 |
CT Financial Advisors LLC | 10 | 1 | 0.36% | 0.45% | 0.63% | Q1 2014 | Q1 2017 | 11 |
Kovitz Investment Group, LLC | 11 | 11 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q4 2015 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.07% | 0.09% | 0.11% | Q4 2016 | Q2 2019 | 11 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 11 | 11 | 0.05% | 0.61% | 0.91% | Q3 2015 | Q1 2018 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.03% | 0.06% | 0.07% | Q4 2017 | Q2 2020 | 11 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 5 | 1 | 0.02% | 0.11% | 0.22% | Q2 2014 | Q3 2023 | 11 |
Shamrock Asset Management LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2016 | 11 |
Claybrook Capital, LLC | 10 | 1 | 0.02% | 0.30% | 0.45% | Q4 2017 | Q2 2021 | 11 |
Addison Advisors LLC | 10 | 1 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.05% | 0.14% | 0.24% | Q4 2018 | Q2 2021 | 11 |
Aristotle Atlantic Partners, LLC | 11 | 11 | 0.05% | 0.28% | 0.64% | Q4 2017 | Q2 2020 | 11 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.11% | 0.42% | Q3 2017 | Q2 2023 | 11 |
Court Place Advisors, LLC | 11 | 11 | 0.25% | 0.49% | 0.90% | Q1 2014 | Q3 2016 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2023 | 11 |
Legacy Advisors, LLC | 8 | 3 | 0.01% | 0.03% | 0.10% | Q4 2016 | Q3 2023 | 11 |
Freedom Investment Management, Inc. | 6 | 1 | 0.01% | 0.05% | 0.13% | Q4 2013 | Q1 2023 | 11 |
GoalVest Advisory LLC | 8 | 3 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q4 2023 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.03% | 0.08% | 0.16% | Q2 2013 | Q4 2015 | 11 |
Transform Wealth, LLC | 11 | 11 | 0.04% | 0.42% | 0.72% | Q1 2018 | Q3 2020 | 11 |
Sather Financial Group Inc | 11 | 11 | 0.25% | 1.97% | 3.56% | Q1 2014 | Q3 2016 | 11 |
Gladstone Institutional Advisory LLC | 7 | 1 | 0.01% | 0.06% | 0.17% | Q4 2018 | Q3 2023 | 11 |
Marietta Wealth Management, LLC | 11 | 11 | 0.57% | 1.02% | 1.29% | Q1 2021 | Q3 2023 | 11 |
Antonetti Capital Management LLC | 9 | 1 | 0.00% | 0.03% | 0.06% | Q2 2010 | Q3 2023 | 11 |
HEARTLAND ADVISORS INC | 11 | 11 | 0.06% | 0.07% | 0.10% | Q2 2013 | Q4 2015 | 11 |
Icon Wealth Partners, LLC | 10 | 1 | 0.01% | 0.17% | 0.30% | Q4 2017 | Q1 2023 | 11 |
Strategic Advisors LLC | 8 | 3 | 0.08% | 1.63% | 2.80% | Q2 2013 | Q1 2020 | 11 |
Twin Lakes Capital Management, LLC | 11 | 11 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Bayesian Capital Management, LP | 4 | 1 | 0.04% | 0.17% | 0.36% | Q2 2016 | Q2 2023 | 11 |
HCR Wealth Advisors | 9 | 2 | 0.28% | 0.34% | 0.45% | Q4 2016 | Q3 2019 | 11 |
Oak Harvest Investment Services | 11 | 11 | 0.13% | 0.17% | 0.20% | Q1 2021 | Q3 2023 | 11 |
44 WEALTH MANAGEMENT LLC | 11 | 11 | 0.13% | 0.32% | 0.42% | Q4 2020 | Q2 2023 | 11 |
Calvert Investment Management, Inc. | 11 | 11 | 0.02% | 0.09% | 0.39% | Q2 2014 | Q4 2016 | 11 |
INVERNESS COUNSEL LLC /NY/ | 11 | 11 | 0.02% | 0.03% | 0.09% | Q1 2020 | Q3 2022 | 11 |
First Dallas Securities Inc. | 8 | 3 | 0.15% | 0.41% | 1.34% | Q4 2013 | Q3 2019 | 11 |
MGO ONE SEVEN LLC | 8 | 1 | 0.03% | 0.07% | 0.12% | Q4 2017 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Highstreet Asset Management Inc. | 11 | 11 | 0.21% | 0.30% | 0.42% | Q2 2013 | Q4 2015 | 11 |
CHUBB CORP | 11 | 11 | 0.70% | 0.93% | 1.10% | Q2 2013 | Q4 2015 | 11 |
SIR Capital Management, L.P. | 6 | 1 | 0.13% | 2.10% | 4.81% | Q2 2013 | Q3 2023 | 11 |
Westover Capital Advisors, LLC | 5 | 1 | 0.08% | 0.38% | 0.96% | Q3 2018 | Q3 2023 | 11 |
WMS Partners, LLC | 5 | 1 | 0.02% | 0.04% | 0.06% | Q4 2013 | Q2 2019 | 11 |
Phoenix Holdings Ltd. | 7 | 1 | 0.02% | 0.33% | 1.40% | Q3 2019 | Q3 2023 | 11 |
Essex Savings Bank | 7 | 4 | 0.08% | 0.10% | 0.11% | Q4 2018 | Q3 2023 | 11 |
Csenge Advisory Group | 10 | 1 | 0.04% | 0.05% | 0.07% | Q3 2018 | Q3 2023 | 11 |
TCW GROUP INC | 11 | 11 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2022 | 11 |
COMERICA SECURITIES INC | 11 | 11 | 0.12% | 0.20% | 0.28% | Q2 2016 | Q4 2018 | 11 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.06% | 0.25% | Q1 2016 | Q3 2023 | 11 |
RPG Investment Advisory, LLC | 11 | 11 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2021 | 11 |
TRAN CAPITAL MANAGEMENT, L.P. | 11 | 11 | 0.03% | 0.07% | 0.14% | Q2 2013 | Q4 2015 | 11 |
BONNESS ENTERPRISES INC | 9 | 2 | 0.17% | 0.23% | 0.28% | Q2 2013 | Q3 2016 | 11 |
Lehman & Derafelo Financial Resources LLC | 11 | 11 | 0.70% | 1.32% | 2.35% | Q1 2019 | Q3 2021 | 11 |
Narwhal Capital Management | 11 | 11 | 0.25% | 0.72% | 1.14% | Q2 2013 | Q4 2015 | 11 |
Quilter Plc | 8 | 3 | 0.01% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 11 |
Baker Avenue Asset Management, LP | 7 | 4 | 0.00% | 0.27% | 0.51% | Q4 2013 | Q3 2023 | 11 |
J.P. Marvel Investment Advisors, LLC | 9 | 2 | 0.09% | 0.10% | 0.14% | Q2 2013 | Q1 2016 | 11 |
COHEN & STEERS, INC. | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q3 2016 | 11 |
Wallington Asset Management, LLC | 11 | 11 | 1.01% | 1.49% | 1.98% | Q1 2021 | Q3 2023 | 11 |
Farmers & Merchants Trust Co of Long Beach | 6 | 1 | 0.05% | 0.11% | 0.18% | Q4 2018 | Q3 2023 | 11 |
Shelter Mutual Insurance Co | 11 | 11 | 0.77% | 0.95% | 1.14% | Q2 2013 | Q4 2015 | 11 |
InterOcean Capital, LLC | 6 | 5 | 0.06% | 0.21% | 1.34% | Q1 2014 | Q3 2019 | 11 |
Timber Hill LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 11 |
Dynamic Capital Management Ltd | 3 | 1 | 0.06% | 0.75% | 3.72% | Q2 2013 | Q3 2019 | 11 |
Shelter Ins Retirement Plan | 11 | 11 | 0.95% | 1.14% | 1.36% | Q2 2013 | Q4 2015 | 11 |
HYA Advisors, Inc | 11 | 11 | 0.17% | 0.24% | 0.43% | Q4 2019 | Q2 2022 | 11 |
LaFleur & Godfrey LLC | 10 | 10 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Crestwood Advisors Group, LLC | 8 | 1 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q4 2017 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 10 |
Shelter Ins Profit Sharing | 10 | 10 | 1.47% | 1.84% | 2.16% | Q2 2013 | Q3 2015 | 10 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.04% | 0.22% | Q2 2014 | Q1 2022 | 10 |
Cubic Asset Management, LLC | 10 | 10 | 0.09% | 0.12% | 0.15% | Q2 2021 | Q3 2023 | 10 |
Ipswich Investment Management Co., Inc. | 3 | 2 | 0.06% | 0.11% | 0.16% | Q2 2013 | Q4 2018 | 10 |
Pavion Blue Capital, LLC | 9 | 1 | 0.13% | 0.17% | 0.28% | Q1 2020 | Q3 2023 | 10 |
Williams Jones Wealth Management, LLC. | 6 | 4 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 10 |
Evercore Wealth Management, LLC | 10 | 10 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2015 | 10 |
Platte River Capital LLC | 10 | 10 | 1.03% | 1.28% | 1.46% | Q2 2013 | Q3 2015 | 10 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 7 | 3 | 0.03% | 0.13% | 0.25% | Q4 2018 | Q3 2021 | 10 |
Cabot-Wellington, LLC | 10 | 10 | 0.10% | 0.13% | 0.23% | Q2 2013 | Q3 2015 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Wharton Business Group, LLC | 10 | 10 | 0.07% | 0.13% | 0.20% | Q1 2015 | Q2 2017 | 10 |
MORGENS WATERFALL VINTIADIS & CO INC | 9 | 1 | 0.32% | 0.48% | 1.00% | Q3 2016 | Q4 2019 | 10 |
CONNORS INVESTOR SERVICES INC | 9 | 1 | 0.03% | 0.07% | 0.12% | Q2 2013 | Q1 2016 | 10 |
Hills Bank & Trust Co | 5 | 1 | 0.02% | 0.03% | 0.07% | Q3 2017 | Q3 2023 | 10 |
Edgestream Partners, L.P. | 5 | 1 | 0.04% | 0.15% | 0.50% | Q2 2016 | Q3 2023 | 10 |
Reservoir Operations, L.P. | 10 | 10 | 1.42% | 6.31% | 13.83% | Q4 2013 | Q1 2016 | 10 |
Pinkerton Retirement Specialists, LLC | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2016 | Q3 2018 | 10 |
Commonwealth Financial Services, LLC | 10 | 10 | 0.01% | 0.16% | 0.49% | Q4 2014 | Q1 2017 | 10 |
Family Management Corp | 9 | 1 | 0.04% | 0.67% | 1.06% | Q4 2017 | Q2 2023 | 10 |
CANADA PENSION PLAN INVESTMENT BOARD | 3 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2020 | 10 |
CHELSEA COUNSEL CO | 6 | 4 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 10 |
MONECO Advisors, LLC | 10 | 10 | 0.09% | 0.13% | 0.16% | Q2 2021 | Q3 2023 | 10 |
DELTEC ASSET MANAGEMENT LLC | 9 | 1 | 0.03% | 0.09% | 0.23% | Q2 2013 | Q3 2021 | 10 |
THOMASPARTNERS, INC. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
HUSSMAN STRATEGIC ADVISORS, INC. | 10 | 10 | 0.01% | 0.81% | 1.67% | Q2 2013 | Q3 2015 | 10 |
CLEARARC CAPITAL INC | 10 | 10 | 0.08% | 0.65% | 1.36% | Q2 2013 | Q3 2015 | 10 |
BILL & MELINDA GATES FOUNDATION TRUST | 10 | 10 | 1.09% | 1.60% | 1.93% | Q2 2013 | Q3 2015 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.02% | 0.06% | 0.08% | Q4 2017 | Q2 2020 | 10 |
DEERE & CO | 4 | 3 | 0.04% | 0.07% | 0.09% | Q2 2013 | Q3 2016 | 10 |
Gruss Capital Management LP | 4 | 3 | 1.60% | 3.06% | 6.19% | Q2 2013 | Q1 2015 | 10 |
CHEMICAL BANK | 4 | 2 | 0.02% | 0.04% | 0.06% | Q4 2014 | Q2 2019 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.05% | 0.14% | 0.22% | Q2 2013 | Q3 2015 | 10 |
FNY Investment Advisers, LLC | 4 | 1 | 0.00% | 0.89% | 2.56% | Q4 2018 | Q3 2022 | 10 |
Osborn Williams & Donohoe LLC | 6 | 4 | 0.02% | 0.04% | 0.05% | Q2 2017 | Q4 2019 | 10 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 10 | 10 | 0.30% | 0.44% | 0.63% | Q4 2017 | Q1 2020 | 10 |
KCM INVESTMENT ADVISORS LLC | 8 | 1 | 0.01% | 0.01% | 0.05% | Q4 2013 | Q2 2023 | 10 |
CHATHAM CAPITAL GROUP, INC. | 7 | 3 | 0.04% | 0.27% | 0.57% | Q1 2019 | Q3 2021 | 10 |
SVA Wealth Management, LLC | 10 | 10 | 0.16% | 0.40% | 0.66% | Q4 2013 | Q1 2016 | 10 |
NORTH POINT PORTFOLIO MANAGERS CORP/OH | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.03% | 0.24% | Q4 2018 | Q2 2022 | 10 |
Capital Innovations LLC | 10 | 10 | 0.54% | 2.68% | 5.23% | Q3 2017 | Q4 2019 | 10 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2015 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
MCMILLION CAPITAL MANAGEMENT INC | 8 | 1 | 0.00% | 0.31% | 0.45% | Q1 2020 | Q2 2023 | 10 |
Asset Management One Co., Ltd. | 8 | 2 | 0.02% | 0.10% | 0.16% | Q2 2013 | Q3 2016 | 10 |
NumerixS Investment Technologies Inc | 2 | 1 | 0.02% | 0.16% | 0.34% | Q2 2015 | Q4 2019 | 10 |
Arden Trust Co | 10 | 10 | 0.04% | 0.09% | 0.18% | Q2 2019 | Q3 2021 | 10 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 6 | 4 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 10 |
Ironwood Financial, llc | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2017 | 10 |
INVESTMENT PARTNERS, LTD. | 5 | 1 | 0.07% | 0.21% | 0.32% | Q1 2016 | Q3 2023 | 10 |
Capital Planning Advisors, LLC | 10 | 10 | 0.15% | 0.20% | 0.29% | Q4 2014 | Q1 2017 | 10 |
CHIRON CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.22% | 0.47% | 0.88% | Q3 2020 | Q4 2022 | 10 |
West Financial Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
NVWM, LLC | 9 | 1 | 0.00% | 0.13% | 0.34% | Q1 2018 | Q3 2020 | 10 |
Radnor Capital Management, LLC | 9 | 1 | 0.06% | 0.07% | 0.09% | Q4 2016 | Q4 2019 | 10 |
First Personal Financial Services | 8 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q4 2020 | 10 |
GRATRY & Co LLC | 8 | 2 | 1.19% | 2.23% | 3.28% | Q2 2015 | Q1 2018 | 10 |
STABLEFORD CAPITAL II LLC | 8 | 2 | 0.10% | 0.69% | 1.24% | Q1 2021 | Q3 2023 | 10 |
ISTHMUS PARTNERS, LLC | 10 | 10 | 0.02% | 0.10% | 0.13% | Q4 2014 | Q1 2017 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2019 | 10 |
Sandbox Financial Partners, LLC | 10 | 10 | 0.14% | 0.17% | 0.20% | Q1 2021 | Q2 2023 | 10 |
Wealthspire Advisors, LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.01% | 0.05% | 0.11% | Q2 2018 | Q3 2020 | 10 |
Joseph P. Lucia & Associates, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2022 | 10 |
Syverson Strege & Co | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
GSB Wealth Management, LLC | 7 | 1 | 0.06% | 0.25% | 1.00% | Q3 2019 | Q3 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 10 | 10 | 0.16% | 0.29% | 0.44% | Q2 2021 | Q3 2023 | 10 |
Cedar Wealth Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2018 | 10 |
Venturi Wealth Management, LLC | 7 | 3 | 0.00% | 0.30% | 0.74% | Q4 2017 | Q3 2023 | 10 |
Allegis Investment Advisors, LLC | 10 | 10 | 0.11% | 0.36% | 0.72% | Q4 2015 | Q1 2018 | 10 |
OXFORD ASSET MANAGEMENT LLP | 4 | 1 | 0.01% | 0.10% | 0.21% | Q2 2013 | Q2 2019 | 10 |
Sterneck Capital Management, LLC | 5 | 2 | 0.00% | 0.15% | 0.21% | Q2 2013 | Q2 2016 | 10 |
Greenwich Wealth Management LLC | 10 | 10 | 0.39% | 0.55% | 0.78% | Q2 2013 | Q3 2015 | 10 |
Grace Capital | 5 | 5 | 0.01% | 0.18% | 0.42% | Q2 2018 | Q4 2020 | 10 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 8 | 2 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2020 | 10 |
Allianz Asset Management GmbH | 7 | 2 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2022 | 9 |
Boston Trust Walden Corp | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 9 |
Windsor Financial Group, LLC | 9 | 9 | 1.33% | 1.52% | 1.96% | Q2 2013 | Q2 2015 | 9 |
True North Advisors, LLC | 9 | 9 | 0.11% | 0.16% | 0.34% | Q4 2019 | Q4 2021 | 9 |
TREES INVESTMENT COUNSEL LLC | 9 | 9 | 0.26% | 0.33% | 0.40% | Q3 2013 | Q3 2015 | 9 |
KCS Wealth Advisory | 9 | 9 | 0.63% | 0.76% | 0.88% | Q4 2017 | Q4 2019 | 9 |
EPIQ Capital Group, LLC | 9 | 9 | 0.05% | 0.09% | 0.17% | Q1 2020 | Q1 2022 | 9 |
CFO4Life, L.P. | 9 | 9 | 0.48% | 0.59% | 0.71% | Q4 2014 | Q4 2016 | 9 |
Israel Discount Bank of New York | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2019 | 9 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.14% | 0.23% | 0.54% | Q1 2016 | Q3 2023 | 9 |
Farmers & Merchants Trust Co of Chambersburg PA | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 9 |
GUARDIAN CAPITAL LP | 4 | 2 | 0.01% | 0.06% | 0.16% | Q4 2013 | Q2 2019 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.04% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 9 |
Ativo Capital Management LLC | 5 | 4 | 0.40% | 1.16% | 2.44% | Q4 2013 | Q3 2019 | 9 |
FRG Family Wealth Advisors LLC | 9 | 9 | 0.04% | 0.11% | 0.15% | Q3 2021 | Q3 2023 | 9 |
Herold Advisors, Inc. | 9 | 9 | 0.10% | 0.13% | 0.16% | Q3 2021 | Q3 2023 | 9 |
Ruane, Cunniff & Goldfarb | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
NS Partners Ltd | 8 | 1 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q2 2019 | 9 |
Mork Capital Management, LLC | 5 | 4 | 0.55% | 0.70% | 0.88% | Q4 2014 | Q4 2017 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
RONALD BLUE & CO LLC | 5 | 1 | 0.02% | 0.04% | 0.08% | Q3 2013 | Q2 2017 | 9 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 9 | 9 | 3.83% | 4.39% | 4.79% | Q2 2013 | Q2 2015 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 0.63% | 1.15% | 3.05% | Q4 2019 | Q3 2023 | 9 |
IMS Capital Management | 6 | 1 | 0.12% | 0.28% | 0.39% | Q2 2013 | Q3 2018 | 9 |
Private Portfolio Partners LLC | 5 | 4 | 0.05% | 0.14% | 0.30% | Q4 2018 | Q3 2023 | 9 |
ARS Investment Partners, LLC | 5 | 1 | 0.03% | 0.08% | 0.13% | Q4 2018 | Q3 2023 | 9 |
MEEDER ASSET MANAGEMENT INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 9 |
Invictus RG Pte. Ltd. | 9 | 9 | 0.02% | 0.05% | 0.13% | Q2 2013 | Q2 2015 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.11% | 0.20% | 0.33% | Q2 2013 | Q2 2015 | 9 |
Assenagon Asset Management S.A. | 3 | 1 | 0.01% | 0.04% | 0.12% | Q2 2020 | Q3 2023 | 9 |
BOSTON FAMILY OFFICE LLC | 9 | 9 | 0.06% | 0.08% | 0.11% | Q2 2013 | Q2 2015 | 9 |
Strategic Blueprint, LLC | 8 | 1 | 0.00% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 9 |
MV CAPITAL MANAGEMENT, INC. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 9 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q4 2021 | 9 |
Bay Harbor Wealth Management, LLC | 9 | 9 | 0.00% | 0.16% | 0.29% | Q4 2018 | Q4 2020 | 9 |
Matisse Capital | 9 | 9 | 0.11% | 0.16% | 0.21% | Q4 2015 | Q4 2017 | 9 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Blueshift Asset Management, LLC | 5 | 1 | 0.04% | 0.18% | 0.37% | Q4 2018 | Q2 2022 | 9 |
Fairfax Financial Holdings | 9 | 9 | 0.01% | 0.04% | 0.06% | Q3 2013 | Q3 2015 | 9 |
Bridgecreek Investment Management, LLC | 9 | 9 | 0.05% | 0.10% | 0.12% | Q4 2017 | Q4 2019 | 9 |
Pinnacle Advisory Group, Inc. | 4 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2021 | 9 |
Counsel Portfolio Services Inc. | 8 | 1 | 0.03% | 0.24% | 0.41% | Q4 2013 | Q2 2016 | 9 |
Mraz, Amerine & Associates, Inc. | 6 | 1 | 0.06% | 0.09% | 0.11% | Q2 2013 | Q4 2016 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2016 | 9 |
UNIO CAPITAL LLC | 9 | 9 | 4.84% | 5.52% | 6.42% | Q4 2017 | Q4 2019 | 9 |
BANCED CORP | 9 | 9 | 0.32% | 0.44% | 0.62% | Q2 2013 | Q2 2015 | 9 |
STRATEGY ASSET MANAGERS LLC | 8 | 1 | 0.03% | 1.22% | 2.39% | Q1 2019 | Q3 2023 | 9 |
PVG ASSET MANAGEMENT CORP | 5 | 1 | 0.66% | 2.29% | 4.08% | Q3 2016 | Q1 2020 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
KING INVESTMENT ADVISORS INC/TX | 9 | 9 | 0.20% | 0.41% | 0.60% | Q2 2013 | Q2 2015 | 9 |
RBF Capital, LLC | 4 | 1 | 0.04% | 0.12% | 0.29% | Q3 2014 | Q2 2021 | 9 |
Semper Trust Co. | 9 | 9 | 0.08% | 0.10% | 0.12% | Q2 2013 | Q2 2015 | 9 |
Aspire Private Capital, LLC | 9 | 9 | 0.00% | 0.23% | 0.44% | Q4 2018 | Q4 2020 | 9 |
Providence Capital Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
SpiderRock Advisors, LLC | 3 | 3 | 0.03% | 0.48% | 1.52% | Q1 2017 | Q3 2017 | 9 |
SUMMITRY LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q2 2015 | 9 |
abrdn plc | 9 | 9 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q2 2020 | 9 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 7 | 1 | 0.14% | 1.04% | 2.13% | Q2 2013 | Q3 2018 | 9 |
Stanley-Laman Group, Ltd. | 9 | 9 | 0.14% | 0.18% | 0.23% | Q1 2014 | Q1 2016 | 9 |
Qtron Investments LLC | 5 | 4 | 0.09% | 0.25% | 0.43% | Q1 2021 | Q3 2023 | 9 |
Close Asset Management Ltd | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2023 | 9 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 5 | 4 | 0.48% | 1.13% | 1.69% | Q4 2018 | Q1 2022 | 9 |
American Trust Investment Advisors, LLC | 9 | 9 | 0.16% | 0.19% | 0.22% | Q3 2021 | Q3 2023 | 9 |
Arete Wealth Advisors, LLC | 5 | 1 | 0.03% | 0.15% | 0.75% | Q4 2013 | Q3 2023 | 9 |
Apollon Wealth Management, LLC | 8 | 1 | 0.00% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 9 |
Guinness Atkinson Asset Management Inc | 9 | 9 | 1.24% | 2.17% | 3.22% | Q2 2013 | Q2 2015 | 9 |
A. D. Beadell Investment Counsel, Inc. | 9 | 9 | 0.48% | 0.54% | 0.61% | Q2 2013 | Q2 2015 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 9 |
Sullivan, Bruyette, Speros & Blaney, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2021 | 9 |
Western Wealth Management, LLC | 5 | 1 | 0.02% | 0.11% | 0.28% | Q4 2018 | Q3 2023 | 9 |
HWG Holdings LP | 9 | 9 | 0.04% | 1.84% | 5.60% | Q4 2017 | Q4 2019 | 9 |
Tennessee Valley Asset Management Partners | 7 | 2 | 0.06% | 0.24% | 0.43% | Q4 2018 | Q1 2021 | 9 |
Sterling Manor Financial, LLC | 9 | 9 | 0.19% | 0.26% | 0.35% | Q1 2021 | Q1 2023 | 9 |
Paradigm Financial Advisors, LLC | 5 | 2 | 0.05% | 0.10% | 0.16% | Q4 2016 | Q2 2019 | 9 |
Onyx Bridge Wealth Group LLC | 9 | 9 | 0.07% | 0.22% | 0.32% | Q3 2021 | Q3 2023 | 9 |
Community Financial Services Group, LLC | 7 | 2 | 0.00% | 0.06% | 0.09% | Q2 2013 | Q3 2015 | 9 |
MURPHY CAPITAL MANAGEMENT INC | 8 | 1 | 0.03% | 0.05% | 0.09% | Q4 2013 | Q3 2019 | 9 |
CMT Capital Markets Trading GmbH | 4 | 1 | 0.00% | 0.03% | 0.08% | Q4 2015 | Q2 2023 | 9 |
GUYASUTA INVESTMENT ADVISORS INC | 5 | 1 | 0.03% | 0.06% | 0.10% | Q4 2013 | Q1 2017 | 9 |
WEALTHSOURCE PARTNERS, LLC | 5 | 1 | 0.03% | 0.05% | 0.10% | Q2 2016 | Q3 2023 | 9 |
Guidant Wealth Advisors | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2018 | 9 |
Palisade Asset Management, LLC | 6 | 3 | 0.05% | 0.13% | 0.20% | Q2 2013 | Q3 2015 | 9 |
Corbenic Partners LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2022 | 9 |
FOSTER DYKEMA CABOT & CO INC/MA | 6 | 3 | 0.01% | 0.04% | 0.07% | Q4 2013 | Q3 2023 | 9 |
Arkadios Wealth Advisors | 4 | 2 | 0.01% | 0.03% | 0.16% | Q4 2019 | Q3 2023 | 9 |
Ameritas Investment Company, LLC | 6 | 3 | 0.01% | 0.08% | 0.25% | Q4 2018 | Q3 2021 | 9 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.23% | 0.61% | Q2 2013 | Q4 2013 | 8 |
Union Investments & Development Ltd. | 8 | 8 | 0.05% | 0.09% | 0.13% | Q4 2021 | Q3 2023 | 8 |
LORD, ABBETT & CO. LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
MSD Partners, L.P. | 7 | 1 | 0.66% | 2.81% | 4.26% | Q2 2013 | Q1 2020 | 8 |
Connectus Wealth, LLC | 8 | 8 | 0.04% | 0.43% | 0.71% | Q4 2021 | Q3 2023 | 8 |
Alterity Financial Group, LLC | 6 | 1 | 0.31% | 0.52% | 0.68% | Q1 2021 | Q3 2023 | 8 |
Eidelman Virant Capital | 8 | 8 | 0.71% | 1.07% | 1.35% | Q2 2013 | Q1 2015 | 8 |
Klingman & Associates, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2016 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.12% | 0.14% | 0.20% | Q2 2013 | Q1 2015 | 8 |
Thomas J. Herzfeld Advisors, Inc. | 5 | 3 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 8 |
Retirement Planning Group, LLC | 5 | 3 | 0.07% | 0.12% | 0.21% | Q2 2013 | Q2 2015 | 8 |
Level Financial Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NAVELLIER & ASSOCIATES INC | 6 | 2 | 0.10% | 0.53% | 0.82% | Q2 2018 | Q2 2023 | 8 |
Leucadia National | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 8 |
Cedar Brook Financial Partners, LLC | 4 | 4 | 0.06% | 0.11% | 0.18% | Q4 2018 | Q3 2023 | 8 |
Adams Asset Advisors, LLC | 8 | 8 | 0.53% | 0.69% | 0.87% | Q1 2020 | Q4 2021 | 8 |
Stolper Co | 8 | 8 | 1.16% | 1.70% | 2.43% | Q1 2020 | Q4 2021 | 8 |
Stevens First Principles Investment Advisors | 7 | 1 | 0.38% | 0.56% | 0.71% | Q2 2013 | Q4 2015 | 8 |
Energy Income Partners, LLC | 8 | 8 | 0.09% | 0.60% | 1.06% | Q4 2021 | Q3 2023 | 8 |
FIDUCIARY SERVICES CORP/GA | 8 | 8 | 0.19% | 0.23% | 0.32% | Q2 2013 | Q1 2015 | 8 |
Brand Asset Management Group, Inc. | 6 | 2 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q3 2020 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
IMC-Chicago, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2022 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.08% | 0.10% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Powers Advisory Group, LLC | 8 | 8 | 0.25% | 0.28% | 0.32% | Q4 2021 | Q3 2023 | 8 |
CONDOR CAPITAL MANAGEMENT | 8 | 8 | 0.14% | 0.33% | 0.41% | Q2 2013 | Q1 2015 | 8 |
Marcum Wealth, LLC | 7 | 1 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 8 |
Firestone Capital Management | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q3 2021 | 8 |
D. SCOTT NEAL, INC. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q1 2018 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.09% | 0.13% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Quantitative Systematic Strategies LLC | 6 | 1 | 0.11% | 0.28% | 0.53% | Q3 2015 | Q3 2019 | 8 |
Piscataqua Savings Bank | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2022 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
High Net Worth Advisory Group LLC | 8 | 8 | 0.06% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Elkfork Partners LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
Riverview Capital Advisers, LLC | 8 | 8 | 0.22% | 0.88% | 1.78% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
KG&L Capital Management,LLC | 8 | 8 | 0.11% | 0.48% | 0.62% | Q4 2018 | Q3 2020 | 8 |
SPX Gestao de Recursos Ltda | 3 | 1 | 0.55% | 1.37% | 3.34% | Q4 2019 | Q3 2023 | 8 |
Principal Street Partners, LLC | 7 | 1 | 0.06% | 0.08% | 0.12% | Q3 2021 | Q3 2023 | 8 |
Grisanti Capital Management LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2015 | 8 |
ICC CAPITAL MANAGEMENT INC/ | 8 | 8 | 0.07% | 0.12% | 0.16% | Q2 2013 | Q1 2015 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.05% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
WFA Asset Management Corp | 8 | 8 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Blackhawk Capital Partners LLC. | 5 | 3 | 0.06% | 0.39% | 0.73% | Q4 2017 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.03% | 0.07% | 0.11% | Q4 2021 | Q3 2023 | 8 |
CVA Family Office, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 8 |
Pinnacle Family Advisors, LLC | 8 | 8 | 0.09% | 0.13% | 0.19% | Q4 2020 | Q3 2022 | 8 |
EXENCIAL WEALTH ADVISORS, LLC | 7 | 1 | 0.01% | 0.02% | 0.07% | Q1 2013 | Q3 2023 | 8 |
Beaton Management Co. Inc. | 6 | 2 | 0.18% | 0.21% | 0.23% | Q2 2017 | Q2 2019 | 8 |
JARISLOWSKY, FRASER Ltd | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Bray Capital Advisors | 7 | 1 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q3 2019 | 8 |
Mayflower Financial Advisors, LLC | 4 | 2 | 0.03% | 0.03% | 0.05% | Q4 2020 | Q2 2023 | 8 |
Godshalk Welsh Capital Management, Inc. | 8 | 8 | 0.27% | 0.29% | 0.31% | Q4 2016 | Q3 2018 | 8 |
CONNING INC. | 6 | 1 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q1 2017 | 8 |
Itau Unibanco Holding S.A. | 5 | 3 | 0.00% | 0.04% | 0.09% | Q2 2017 | Q4 2021 | 8 |
Clear Perspective Advisors, LLC | 7 | 1 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q2 2019 | 8 |
Ferris Capital, LLC | 7 | 1 | 0.00% | 0.10% | 0.26% | Q2 2017 | Q3 2019 | 8 |
EAGLE ROCK INVESTMENT COMPANY, LLC | 8 | 8 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.04% | 0.05% | 0.07% | Q4 2013 | Q3 2016 | 8 |
Gary Goldberg Planning Services Inc | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q4 2014 | 8 |
Waverly Advisors, LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q3 2018 | 8 |
West Family Investments, Inc. | 4 | 2 | 0.09% | 0.17% | 0.22% | Q2 2021 | Q3 2023 | 8 |
JACKSON SQUARE CAPITAL, LLC | 8 | 8 | 0.25% | 0.50% | 0.80% | Q4 2021 | Q3 2023 | 8 |
ROOSEVELT INVESTMENT GROUP LLC | 4 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2022 | 8 |
Wealth Alliance | 5 | 3 | 0.04% | 0.13% | 0.54% | Q4 2019 | Q2 2023 | 8 |
City State Bank | 8 | 8 | 0.09% | 0.10% | 0.11% | Q4 2021 | Q3 2023 | 8 |
ARBOR CAPITAL MANAGEMENT INC /ADV | 8 | 8 | 0.23% | 0.29% | 0.35% | Q4 2021 | Q3 2023 | 8 |
Guardian Wealth Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Quad-Cities Investment Group, LLC | 8 | 8 | 0.18% | 0.25% | 0.36% | Q1 2018 | Q4 2019 | 8 |
RFG Advisory, LLC | 6 | 1 | 0.01% | 0.07% | 0.11% | Q2 2015 | Q3 2023 | 8 |
STEEL GROVE CAPITAL ADVISORS, LLC | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
CAMPBELL CAPITAL MANAGEMENT INC | 8 | 8 | 0.97% | 3.61% | 4.87% | Q4 2018 | Q3 2020 | 8 |
WEST BANCORPORATION INC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2022 | 8 |
Regent Investment Management LLC | 7 | 1 | 0.16% | 0.21% | 0.29% | Q2 2013 | Q2 2015 | 8 |
Pitti Group Wealth Management, LLC | 8 | 8 | 0.75% | 0.98% | 1.12% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2022 | 8 |
Capula Management Ltd | 1 | 1 | 0.00% | 0.08% | 0.13% | Q3 2019 | Q4 2022 | 8 |
LEUTHOLD GROUP, LLC | 6 | 2 | 0.33% | 0.65% | 0.90% | Q2 2014 | Q1 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.06% | 0.09% | 0.10% | Q2 2013 | Q1 2015 | 8 |
CreativeOne Wealth, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q2 2023 | 8 |
PHILADELPHIA INTERNATIONAL ADVISORS LP | 8 | 8 | 1.24% | 1.91% | 2.32% | Q2 2013 | Q1 2015 | 8 |
MILLER HOWARD INVESTMENTS INC /NY | 7 | 1 | 0.14% | 0.30% | 0.42% | Q4 2018 | Q3 2021 | 8 |
FORT PITT CAPITAL GROUP INC | 7 | 1 | 1.33% | 2.08% | 2.72% | Q2 2013 | Q3 2015 | 8 |
Sweet Financial Partners, LLC | 8 | 8 | 0.08% | 0.10% | 0.11% | Q4 2021 | Q3 2023 | 8 |
QUEST CAPITAL MANAGEMENT INC /ADV | 5 | 3 | 0.04% | 0.06% | 0.07% | Q4 2018 | Q4 2021 | 8 |
KENFARB & CO. | 8 | 8 | 0.12% | 0.18% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Glen Harbor Capital Management LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2018 | 8 |
Valtinson Bruner Financial Planning LLC | 4 | 4 | 0.11% | 0.16% | 0.22% | Q1 2019 | Q3 2023 | 8 |
FIRST NATIONAL BANK OF OMAHA | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2015 | Q3 2017 | 8 |
MILLER WEALTH ADVISORS, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.05% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Mascoma Wealth Management LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q1 2023 | 8 |
Western Pacific Wealth Management, LP | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Meadow Creek Investment Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
Aviance Capital Partners, LLC | 6 | 2 | 0.06% | 0.21% | 0.39% | Q2 2013 | Q2 2020 | 8 |
GIRARD SECURITIES, INC. | 8 | 8 | 0.23% | 0.39% | 0.46% | Q4 2015 | Q3 2017 | 8 |
Hendershot Investments Inc. | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Tyers Asset Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
AMUNDI ASSET MANAGEMENT US, INC. | 4 | 1 | 0.00% | 0.05% | 0.33% | Q4 2012 | Q1 2019 | 8 |
Hedges Asset Management LLC | 8 | 8 | 1.75% | 2.50% | 2.96% | Q4 2021 | Q3 2023 | 8 |
I.G. INVESTMENT MANAGEMENT, LTD. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
Fiduciary Group LLC | 8 | 8 | 0.07% | 0.14% | 0.32% | Q2 2015 | Q1 2017 | 8 |
Ruffer LLP | 8 | 8 | 0.06% | 2.03% | 5.52% | Q4 2021 | Q3 2023 | 8 |
Citizens National Bank Trust Department | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Telemetry Investments, L.L.C. | 8 | 8 | 0.39% | 0.50% | 0.65% | Q4 2020 | Q3 2022 | 8 |
HHG & Company, LLC | 8 | 8 | 0.16% | 0.23% | 0.29% | Q2 2013 | Q1 2015 | 8 |
Castleview Partners, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 8 |
REDW Wealth LLC | 4 | 2 | 0.07% | 0.13% | 0.16% | Q4 2017 | Q2 2023 | 8 |
EASTERLY INVESTMENT PARTNERS LLC | 8 | 8 | 0.13% | 0.25% | 0.33% | Q3 2021 | Q2 2023 | 8 |
Nuveen Fund Advisors, LLC | 8 | 8 | 0.14% | 0.22% | 0.32% | Q2 2016 | Q1 2018 | 8 |
KEB ASSET MANAGEMENT, LLC | 8 | 8 | 0.13% | 0.15% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Straight Path Wealth Management | 8 | 8 | 0.25% | 0.28% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.03% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Mill Capital Management, LLC | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
JMG Financial Group, Ltd. | 8 | 8 | 0.06% | 0.08% | 0.09% | Q2 2013 | Q1 2015 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.02% | 0.03% | 0.07% | Q4 2019 | Q3 2021 | 8 |
Winthrop Partners - WNY, LLC | 8 | 8 | 1.08% | 1.34% | 1.52% | Q4 2017 | Q3 2019 | 8 |
Yarbrough Capital, LLC | 8 | 8 | 0.40% | 0.62% | 0.87% | Q4 2021 | Q3 2023 | 8 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Strategic Investment Advisors / MI | 7 | 7 | 0.11% | 0.23% | 0.36% | Q4 2018 | Q2 2020 | 7 |
Allred Capital Management, LLC | 6 | 1 | 0.05% | 0.22% | 0.35% | Q1 2019 | Q1 2021 | 7 |
Salomon & Ludwin, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 7 |
Savior LLC | 7 | 7 | 0.03% | 0.05% | 0.09% | Q4 2019 | Q2 2021 | 7 |
UNITED BANK, INC. | 5 | 2 | 0.09% | 0.12% | 0.15% | Q2 2013 | Q2 2015 | 7 |
Sonic Fund II, L.P. | 7 | 7 | 0.20% | 1.40% | 1.94% | Q1 2021 | Q3 2022 | 7 |
Weaver Consulting Group | 7 | 7 | 0.04% | 0.06% | 0.08% | Q1 2019 | Q3 2020 | 7 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 3 | 1 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q3 2018 | 7 |
IBERIABANK CORP | 4 | 1 | 0.03% | 0.08% | 0.20% | Q1 2013 | Q2 2019 | 7 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.05% | 0.10% | 0.15% | Q2 2013 | Q4 2018 | 7 |
SIRIOS CAPITAL MANAGEMENT L P | 6 | 1 | 0.07% | 0.57% | 1.02% | Q4 2017 | Q1 2020 | 7 |
HANSEATIC MANAGEMENT SERVICES INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2018 | 7 |
OLD DOMINION CAPITAL MANAGEMENT INC | 6 | 1 | 0.13% | 0.30% | 0.38% | Q4 2018 | Q3 2020 | 7 |
TRUST CO OF VIRGINIA /VA | 4 | 1 | 0.03% | 0.04% | 0.05% | Q4 2013 | Q3 2018 | 7 |
BlackRock Institutional Trust Company, N.A. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 7 |
PRIVATE MANAGEMENT GROUP INC | 7 | 7 | 1.75% | 1.99% | 2.32% | Q2 2013 | Q4 2014 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q4 2014 | 7 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 7 | 7 | 0.12% | 0.16% | 0.19% | Q1 2022 | Q3 2023 | 7 |
Avalon Investment & Advisory | 2 | 1 | 0.02% | 0.19% | 0.63% | Q2 2013 | Q4 2020 | 7 |
Zions Trust, National Association | 7 | 7 | 0.20% | 0.23% | 0.32% | Q2 2013 | Q4 2014 | 7 |
RELIANCE TRUST CO | 7 | 7 | 0.27% | 0.41% | 0.49% | Q2 2013 | Q4 2014 | 7 |
NATIXIS | 5 | 1 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q3 2019 | 7 |
CONCORD ASSET MANAGEMENT LLC | 7 | 7 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q4 2014 | 7 |
CLOUGH CAPITAL PARTNERS L P | 4 | 3 | 0.01% | 0.71% | 2.33% | Q4 2013 | Q2 2016 | 7 |
BEDDOW CAPITAL MANAGEMENT INC | 6 | 1 | 0.16% | 0.92% | 1.85% | Q2 2013 | Q1 2021 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.33% | 0.37% | 0.43% | Q2 2013 | Q4 2014 | 7 |
America First Investment Advisors, LLC | 7 | 7 | 0.08% | 0.11% | 0.12% | Q2 2013 | Q4 2014 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.09% | 0.10% | 0.12% | Q2 2013 | Q4 2014 | 7 |
Li Winifred I | 7 | 7 | 0.12% | 0.16% | 0.19% | Q2 2013 | Q4 2014 | 7 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.02% | 0.10% | Q3 2017 | Q1 2021 | 7 |
Amundi | 4 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 7 |
Advisors Capital Management, LLC | 6 | 1 | 0.03% | 1.15% | 1.86% | Q2 2013 | Q4 2022 | 7 |
Bangor Savings Bank | 6 | 1 | 0.00% | 0.01% | 0.04% | Q3 2021 | Q3 2023 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Delek Group, Ltd. | 7 | 7 | 1.25% | 1.45% | 1.86% | Q4 2017 | Q2 2019 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q1 2021 | 7 |
Weiss Multi-Strategy Advisers LLC | 5 | 2 | 0.13% | 0.20% | 0.37% | Q4 2018 | Q2 2023 | 7 |
Rex Capital Advisors, LLC | 7 | 7 | 0.25% | 0.34% | 0.42% | Q3 2013 | Q1 2015 | 7 |
EVERETT HARRIS & CO /CA/ | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
AMICA MUTUAL INSURANCE CO | 4 | 3 | 0.09% | 0.17% | 0.36% | Q1 2018 | Q1 2020 | 7 |
Cutter & CO Brokerage, Inc. | 7 | 7 | 0.46% | 1.14% | 1.48% | Q3 2013 | Q1 2015 | 7 |
MidWestOne Financial Group, Inc. | 4 | 3 | 0.09% | 0.11% | 0.14% | Q2 2019 | Q3 2023 | 7 |
FRANKLIN STREET ADVISORS INC /NC | 4 | 3 | 0.02% | 0.05% | 0.06% | Q2 2013 | Q4 2021 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q3 2019 | 7 |
Trust CO of the Ozarks | 4 | 3 | 0.07% | 0.08% | 0.09% | Q3 2013 | Q3 2015 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.03% | 0.04% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Amida Capital Management II, LLC | 4 | 4 | 0.02% | 0.25% | 0.59% | Q1 2013 | Q4 2013 | 7 |
JANUS HENDERSON INVESTORS US LLC | 6 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2017 | 7 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.07% | 0.40% | 0.95% | Q2 2013 | Q1 2017 | 7 |
Dominick & Dominick LLC | 7 | 7 | 0.16% | 0.27% | 0.35% | Q2 2013 | Q4 2014 | 7 |
Cohen Klingenstein LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2020 | 7 |
Corvid Peak Capital Management, LLC | 7 | 7 | 0.49% | 0.68% | 1.04% | Q2 2016 | Q4 2017 | 7 |
Texan Capital Management | 3 | 1 | 0.03% | 0.09% | 0.18% | Q2 2013 | Q1 2016 | 7 |
Convergence Investment Partners, LLC | 6 | 1 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q1 2018 | 7 |
Saiers Capital, LLC | 2 | 1 | 0.00% | 0.12% | 0.65% | Q2 2013 | Q4 2014 | 7 |
Lenox Wealth Management, Inc. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2020 | 7 |
CORRADO ADVISORS, LLC | 6 | 1 | 0.02% | 0.73% | 0.92% | Q3 2020 | Q4 2022 | 7 |
MATHER GROUP, LLC. | 5 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Candriam S.C.A. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Telos Capital Management, Inc. | 3 | 1 | 0.03% | 0.12% | 0.21% | Q1 2014 | Q3 2020 | 7 |
Beacon Capital Management, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 7 |
Temasek Holdings (Private) Ltd | 6 | 1 | 0.12% | 0.22% | 0.27% | Q2 2015 | Q4 2019 | 7 |
Blume Capital Management, Inc. | 5 | 1 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q2 2022 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.42% | 0.89% | 1.44% | Q4 2016 | Q2 2018 | 7 |
Princeton Alpha Management LP | 3 | 1 | 0.09% | 0.18% | 0.34% | Q1 2014 | Q1 2017 | 7 |
Riverview Trust Co | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
Cordasco Financial Network | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 7 |
Peachtree Investment Advisors, Inc. | 7 | 7 | 0.04% | 0.50% | 0.79% | Q4 2013 | Q2 2015 | 7 |
Amica Retiree Medical Trust | 4 | 3 | 0.09% | 0.17% | 0.39% | Q1 2018 | Q1 2020 | 7 |
LBA Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2017 | 7 |
Coastwise Capital Group, LLC | 7 | 7 | 0.51% | 0.55% | 0.60% | Q1 2022 | Q3 2023 | 7 |
WealthPlan Investment Management, LLC | 6 | 1 | 0.01% | 0.05% | 0.10% | Q1 2022 | Q4 2023 | 7 |
Fortitude Advisory Group L.L.C. | 4 | 3 | 0.11% | 0.17% | 0.24% | Q4 2021 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
CHARTWELL INVESTMENT PARTNERS, LLC | 7 | 7 | 0.08% | 0.11% | 0.14% | Q1 2019 | Q3 2020 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Engineers Gate Manager LP | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 7 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 3 | 1 | 0.10% | 0.69% | 2.14% | Q3 2018 | Q4 2019 | 7 |
BancFirst Trust & Investment Management | 6 | 1 | 0.16% | 0.55% | 0.94% | Q1 2022 | Q4 2023 | 7 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 7 | 7 | 0.01% | 0.08% | 0.37% | Q4 2016 | Q2 2018 | 7 |
CANTOR FITZGERALD, L. P. | 6 | 1 | 0.01% | 0.26% | 1.44% | Q4 2021 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.07% | 0.09% | 0.12% | Q4 2021 | Q3 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Autumn Glory Partners, LLC | 6 | 1 | 0.35% | 0.72% | 1.17% | Q4 2021 | Q3 2023 | 7 |
HB Wealth Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Confluence Wealth Services, Inc. | 7 | 7 | 0.08% | 0.11% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Covestor Ltd | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Lebenthal Holdings,LLC | 7 | 7 | 0.03% | 0.37% | 0.81% | Q4 2014 | Q2 2016 | 7 |
Insight Inv LLC | 6 | 1 | 0.70% | 1.40% | 2.01% | Q4 2021 | Q3 2023 | 7 |
Beaird Harris Wealth Management, LLC | 5 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.06% | 0.16% | 0.19% | Q1 2015 | Q3 2016 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Aptus Capital Advisors, LLC | 5 | 2 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 7 |
Bank of New Hampshire | 7 | 7 | 0.02% | 0.23% | 0.53% | Q1 2022 | Q3 2023 | 7 |
Capital Asset Advisory Services LLC | 4 | 3 | 0.03% | 0.06% | 0.10% | Q4 2019 | Q3 2021 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Keystone Wealth Services, LLC | 7 | 7 | 0.10% | 0.11% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Optiver Holding B.V. | 7 | 7 | 0.02% | 0.07% | 0.16% | Q1 2021 | Q3 2022 | 7 |
InTrack Investment Management Inc | 4 | 3 | 0.26% | 0.47% | 0.68% | Q2 2021 | Q4 2023 | 7 |
Mach-1 Financial Group, LLC | 4 | 3 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 7 |
Franklin Square Holdings, L.P. | 7 | 7 | 0.73% | 1.60% | 3.32% | Q1 2017 | Q3 2018 | 7 |
Sterling Investment Advisors, Ltd. | 7 | 7 | 0.01% | 0.07% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Donoghue Forlines LLC | 7 | 7 | 0.19% | 0.30% | 0.40% | Q1 2022 | Q3 2023 | 7 |
Jump Financial, LLC | 2 | 1 | 0.01% | 0.04% | 0.11% | Q3 2020 | Q3 2023 | 7 |
Quantamental Technologies LLC | 4 | 1 | 0.10% | 0.29% | 0.60% | Q1 2019 | Q2 2023 | 7 |
Epstein & White Financial LLC | 7 | 7 | 0.11% | 0.24% | 0.39% | Q4 2017 | Q2 2019 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.00% | 0.03% | 0.03% | Q4 2017 | Q2 2021 | 7 |
Deep Basin Capital LP | 6 | 1 | 0.30% | 1.95% | 3.33% | Q4 2018 | Q3 2020 | 7 |
Intrua Financial, LLC | 7 | 7 | 0.12% | 0.14% | 0.18% | Q3 2021 | Q1 2023 | 7 |
PrairieView Partners, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.03% | 0.07% | 0.12% | Q2 2018 | Q1 2020 | 7 |
Vise Technologies, Inc. | 7 | 7 | 0.22% | 0.38% | 0.43% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
SCP Investment, LP | 3 | 1 | 0.11% | 0.35% | 0.73% | Q3 2018 | Q2 2023 | 7 |
Marks Group Wealth Management, Inc | 7 | 7 | 0.03% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Providence Wealth Advisors, LLC | 7 | 7 | 0.21% | 0.27% | 0.31% | Q2 2018 | Q4 2019 | 7 |
RE Dickinson Investment Advisors, LLC | 4 | 3 | 0.01% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 7 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6 | 1 | 0.04% | 0.71% | 1.07% | Q2 2018 | Q2 2022 | 7 |
Pacifica Partners Inc. | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2023 | 7 |
Inlet Private Wealth, LLC | 7 | 7 | 0.08% | 0.17% | 0.25% | Q4 2018 | Q2 2020 | 7 |
PUTNAM INVESTMENTS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2020 | 6 |
New Millennium Group LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Armbruster Capital Management, Inc. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2017 | 6 |
TrueWealth Advisors, LLC | 6 | 6 | 0.12% | 0.15% | 0.19% | Q2 2022 | Q3 2023 | 6 |
ZEVIN ASSET MANAGEMENT LLC | 6 | 6 | 0.07% | 0.07% | 0.08% | Q2 2013 | Q3 2014 | 6 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.06% | 0.18% | Q4 2019 | Q3 2022 | 6 |
Cornerstone Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Accurate Wealth Management, LLC | 5 | 1 | 0.10% | 0.14% | 0.16% | Q1 2022 | Q3 2023 | 6 |
Southeast Asset Advisors Inc. | 6 | 6 | 0.14% | 0.24% | 0.46% | Q3 2013 | Q4 2014 | 6 |
Summit Financial Wealth Advisors, LLC | 4 | 2 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q2 2023 | 6 |
Clear Creek Financial Management, LLC | 4 | 1 | 0.04% | 0.08% | 0.12% | Q3 2019 | Q2 2021 | 6 |
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 6 | 6 | 1.07% | 1.88% | 2.76% | Q1 2016 | Q2 2017 | 6 |
Ionic Capital Management LLC | 3 | 2 | 0.07% | 0.18% | 0.28% | Q4 2016 | Q1 2018 | 6 |
Schubert & Co | 6 | 6 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q1 2023 | 6 |
Ballentine Partners, LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 6 |
Liberty Capital Management, Inc. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q4 2017 | 6 |
SS&H Financial Advisors, Inc. | 5 | 1 | 0.13% | 0.17% | 0.20% | Q1 2022 | Q3 2023 | 6 |
Personal Capital Advisors Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 6 |
CAXTON ASSOCIATES LP | 5 | 1 | 0.23% | 1.17% | 1.89% | Q2 2018 | Q1 2023 | 6 |
Hayden Royal, LLC | 6 | 6 | 0.17% | 0.37% | 0.64% | Q4 2018 | Q1 2020 | 6 |
Magnetar Financial LLC | 2 | 1 | 0.01% | 0.60% | 1.67% | Q3 2013 | Q2 2017 | 6 |
MAGNOLIA CAPITAL ADVISORS LLC | 5 | 1 | 0.12% | 0.26% | 0.56% | Q4 2019 | Q2 2021 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.06% | 0.07% | 0.07% | Q2 2015 | Q3 2016 | 6 |
King Wealth Management Group | 4 | 2 | 0.16% | 0.37% | 0.67% | Q3 2013 | Q1 2015 | 6 |
MCDONALD PARTNERS LLC | 4 | 2 | 0.08% | 0.12% | 0.18% | Q1 2022 | Q3 2023 | 6 |
Stonegate Investment Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Allen Investment Management, LLC | 3 | 3 | 0.05% | 3.76% | 12.89% | Q2 2013 | Q4 2016 | 6 |
NewEdge Wealth, LLC | 6 | 6 | 0.03% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q3 2014 | 6 |
Naviter Wealth, LLC | 6 | 6 | 0.31% | 0.37% | 0.46% | Q2 2022 | Q3 2023 | 6 |
FNY Partners Fund LP | 5 | 5 | 0.00% | 0.67% | 1.26% | Q1 2017 | Q1 2018 | 6 |
Weil Company, Inc. | 6 | 6 | 0.02% | 0.26% | 0.33% | Q2 2018 | Q3 2019 | 6 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 6 | 6 | 0.52% | 0.62% | 0.70% | Q2 2022 | Q3 2023 | 6 |
Steward Financial Group LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 6 |
BOK Financial Private Wealth, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
REDWOOD CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.70% | 1.78% | 3.08% | Q2 2013 | Q3 2014 | 6 |
Barden Capital Management, Inc. | 6 | 6 | 0.82% | 1.13% | 1.27% | Q2 2022 | Q3 2023 | 6 |
PIERSHALE FINANCIAL GROUP, INC. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 6 |
Wealth Advisors of Iowa, LLC | 6 | 6 | 0.07% | 0.14% | 0.20% | Q1 2021 | Q2 2022 | 6 |
Mine & Arao Wealth Creation & Management, LLC. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Walleye Capital LLC | 3 | 3 | 0.00% | 0.05% | 0.08% | Q1 2023 | Q3 2023 | 6 |
FACTORY MUTUAL INSURANCE CO | 6 | 6 | 0.15% | 0.19% | 0.22% | Q1 2019 | Q2 2020 | 6 |
ARVEST TRUST CO N A | 5 | 1 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q1 2023 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Triasima Portfolio Management inc. | 3 | 3 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q2 2023 | 6 |
CURIAN CAPITAL LLC | 6 | 6 | 0.03% | 0.04% | 0.06% | Q3 2014 | Q4 2015 | 6 |
Modera Wealth Management, LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Northeast Financial Consultants Inc | 6 | 6 | 0.34% | 0.51% | 0.63% | Q4 2018 | Q1 2020 | 6 |
Visionary Wealth Advisors | 4 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 6 |
MKT Advisors LLC | 4 | 2 | 0.15% | 0.16% | 0.18% | Q4 2021 | Q3 2023 | 6 |
RICE HALL JAMES & ASSOCIATES, LLC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2018 | 6 |
Pictet North America Advisors SA | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q2 2018 | 6 |
BROOKS, MOORE & ASSOCIATES, INC. | 6 | 6 | 0.23% | 0.49% | 0.80% | Q4 2018 | Q1 2020 | 6 |
ADVOCATE GROUP LLC | 6 | 6 | 0.84% | 1.07% | 1.28% | Q2 2022 | Q3 2023 | 6 |
WealthShield Partners, LLC | 4 | 2 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 6 |
FOUNDATION RESOURCE MANAGEMENT INC | 4 | 1 | 0.03% | 0.04% | 0.04% | Q4 2013 | Q3 2018 | 6 |
MASON STREET ADVISORS, LLC | 5 | 1 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q4 2014 | 6 |
ARGENT TRUST COMPANY, N.A. | 4 | 2 | 0.22% | 0.46% | 0.58% | Q2 2013 | Q3 2015 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 6 |
TOWNSQUARE CAPITAL LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Evolution Wealth Advisors, LLC | 5 | 1 | 0.01% | 0.37% | 0.78% | Q4 2019 | Q3 2021 | 6 |
Camarda Financial Advisors, LLC | 3 | 1 | 0.00% | 0.02% | 0.05% | Q2 2014 | Q2 2019 | 6 |
HORIZON BANCORP INC /IN/ | 4 | 2 | 0.02% | 0.14% | 0.20% | Q4 2019 | Q1 2023 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2014 | 6 |
FIRST MERCHANTS CORP | 6 | 6 | 0.15% | 0.18% | 0.22% | Q2 2017 | Q3 2018 | 6 |
SENTINEL TRUST CO LBA | 4 | 2 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q4 2022 | 6 |
Altrius Capital Management Inc | 6 | 6 | 1.44% | 1.93% | 2.12% | Q2 2022 | Q3 2023 | 6 |
Price Wealth, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2020 | 6 |
WISCONSIN CAPITAL MANAGEMENT LLC | 6 | 6 | 0.32% | 0.81% | 1.27% | Q2 2013 | Q3 2014 | 6 |
Zweig-DiMenna Associates LLC | 2 | 1 | 0.01% | 0.12% | 0.36% | Q4 2013 | Q4 2022 | 6 |
Virtue Capital Management, LLC | 4 | 2 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 6 |
ORBIS HOLDINGS LTD | 6 | 6 | 0.01% | 0.03% | 0.04% | Q3 2014 | Q4 2015 | 6 |
Corsicana & Co. | 6 | 6 | 0.39% | 0.45% | 0.56% | Q2 2021 | Q3 2022 | 6 |
SIMMONS FIRST TRUST CO NA | 5 | 1 | 0.05% | 0.10% | 0.14% | Q2 2013 | Q4 2015 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.11% | 0.12% | 0.13% | Q2 2022 | Q3 2023 | 6 |
Crumly & Associates Inc. | 6 | 6 | 0.18% | 0.22% | 0.27% | Q2 2022 | Q3 2023 | 6 |
Partnervest Advisory Services LLC | 5 | 1 | 0.02% | 0.05% | 0.18% | Q2 2013 | Q1 2018 | 6 |
Wilson, Kemp & Associates, Inc. | 6 | 6 | 1.46% | 1.79% | 2.06% | Q2 2013 | Q3 2014 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
MID CONTINENT CAPITAL LLC/IL | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.03% | 0.29% | 0.38% | Q1 2022 | Q2 2023 | 6 |
BHF Kleinwort Benson Group S.A. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 6 |
DENVER INVESTMENT ADVISORS LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2018 | 6 |
WADDELL & REED FINANCIAL INC | 6 | 6 | 0.03% | 0.07% | 0.11% | Q4 2018 | Q1 2020 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.02% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Nichols Asset Management LLC | 6 | 6 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q3 2014 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Bank of Kentucky, Inc. | 3 | 1 | 0.09% | 0.16% | 0.21% | Q2 2013 | Q1 2015 | 6 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.04% | 0.15% | 0.34% | Q3 2021 | Q3 2023 | 6 |
O'Keefe Stevens Advisory, Inc. | 3 | 1 | 0.09% | 0.16% | 0.19% | Q1 2018 | Q4 2019 | 6 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 4 | 2 | 0.11% | 0.14% | 0.18% | Q4 2013 | Q2 2015 | 6 |
IFG Advisors, LLC | 4 | 2 | 0.08% | 0.13% | 0.22% | Q3 2019 | Q3 2023 | 6 |
Bristol Advisors, LLC | 4 | 2 | 0.42% | 0.99% | 1.42% | Q1 2017 | Q3 2018 | 6 |
Silicon Valley Capital Partners | 6 | 6 | 0.02% | 0.04% | 0.08% | Q2 2022 | Q3 2023 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Legal & General Group Plc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
Crescent Grove Advisors, LLC | 5 | 1 | 0.03% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
TBH Global Asset Management, LLC | 5 | 1 | 0.06% | 0.12% | 0.19% | Q4 2019 | Q1 2023 | 6 |
Point72 Europe (London) LLP | 6 | 6 | 0.06% | 0.16% | 0.29% | Q1 2022 | Q2 2023 | 6 |
Crosspoint Capital Strategies, LLC | 5 | 1 | 0.01% | 0.21% | 0.62% | Q4 2013 | Q3 2015 | 6 |
APOGEM CAPITAL LLC | 6 | 6 | 0.28% | 0.43% | 0.63% | Q1 2021 | Q2 2022 | 6 |
GeoWealth Management, LLC | 4 | 2 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 6 |
Robertson Stephens Wealth Management, LLC | 4 | 2 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 6 |
SAGE PRIVATE WEALTH GROUP, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 6 |
WealthTrust Fairport, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2018 | 6 |
RGT Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.19% | 0.25% | Q3 2016 | Q4 2021 | 6 |
Dana Investment Advisors, Inc. | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
InterOcean Capital Group, LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
DLS Capital Management, LLC | 6 | 6 | 1.22% | 5.51% | 9.26% | Q2 2013 | Q3 2014 | 6 |
Blueprint Investment Partners LLC | 5 | 5 | 0.07% | 0.09% | 0.12% | Q1 2022 | Q1 2023 | 5 |
SILVER OAK SECURITIES, INCORPORATED | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
TEXAS CAPITAL BANCSHARES INC/TX | 5 | 5 | 0.12% | 0.13% | 0.16% | Q2 2014 | Q2 2015 | 5 |
CBIZ Investment Advisory Services, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
DF DENT & CO INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
FIR TREE CAPITAL MANAGEMENT LP | 5 | 5 | 0.76% | 2.09% | 3.56% | Q3 2013 | Q3 2014 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.24% | 0.27% | 0.29% | Q2 2013 | Q2 2014 | 5 |
SANDERS MORRIS HARRIS LLC | 3 | 2 | 0.05% | 0.10% | 0.14% | Q1 2016 | Q4 2019 | 5 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2018 | 5 |
Golden State Wealth Management, LLC | 3 | 2 | 0.02% | 0.03% | 0.07% | Q1 2019 | Q2 2020 | 5 |
Bremer Bank National Association | 4 | 1 | 0.06% | 0.07% | 0.10% | Q1 2019 | Q2 2020 | 5 |
Atlas Private Wealth Management, LLC | 5 | 5 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q4 2020 | 5 |
Costello Asset Management, INC | 5 | 5 | 0.02% | 0.02% | 0.04% | Q2 2020 | Q2 2021 | 5 |
Summit X, LLC | 3 | 1 | 0.00% | 0.07% | 0.10% | Q3 2020 | Q3 2023 | 5 |
McClarren Financial Advisors, Inc. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 5 |
Blue Granite Capital, LLC | 5 | 5 | 0.44% | 0.84% | 1.08% | Q4 2016 | Q4 2017 | 5 |
Summit Global Investments | 4 | 1 | 0.03% | 0.08% | 0.10% | Q1 2019 | Q3 2023 | 5 |
Clarus Group, Inc. | 4 | 1 | 0.14% | 0.22% | 0.28% | Q1 2022 | Q3 2023 | 5 |
Doyle Wealth Management | 5 | 5 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q2 2019 | 5 |
Harvest Fund Management Co., Ltd | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
TCG Advisory Services, LLC | 5 | 5 | 0.05% | 0.07% | 0.07% | Q2 2022 | Q2 2023 | 5 |
Legacy Wealth Asset Management, LLC | 5 | 5 | 0.14% | 0.18% | 0.22% | Q3 2022 | Q3 2023 | 5 |
B. Metzler seel. Sohn & Co. AG | 5 | 5 | 0.06% | 0.08% | 0.11% | Q4 2021 | Q4 2022 | 5 |
Vivaldi Capital Management LP | 5 | 5 | 0.00% | 0.52% | 1.90% | Q1 2017 | Q1 2018 | 5 |
Almanack Investment Partners, LLC. | 2 | 1 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q3 2022 | 5 |
HOWARD FINANCIAL SERVICES, LTD. | 5 | 5 | 0.46% | 0.55% | 0.62% | Q4 2018 | Q4 2019 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Ridgewood Investments LLC | 5 | 5 | 0.19% | 0.22% | 0.24% | Q3 2022 | Q3 2023 | 5 |
PARADIGM ASSET MANAGEMENT CO LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Florence Capital Advisors, LLC | 5 | 5 | 0.36% | 0.66% | 1.09% | Q4 2016 | Q4 2017 | 5 |
PHYSICIANS FINANCIAL SERVICES, INC. | 5 | 5 | 0.04% | 0.04% | 0.05% | Q4 2015 | Q4 2016 | 5 |
Cornerstone Financial Partners, LLC | 5 | 5 | 0.60% | 0.77% | 0.98% | Q4 2016 | Q4 2017 | 5 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 5 | 5 | 0.19% | 0.33% | 0.68% | Q3 2015 | Q3 2016 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q3 2022 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
SAXON INTERESTS, INC. | 5 | 5 | 0.22% | 0.24% | 0.25% | Q2 2022 | Q2 2023 | 5 |
US FINANCIAL ADVISORS, LLC | 3 | 2 | 0.01% | 0.03% | 0.11% | Q4 2014 | Q1 2016 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.03% | 0.05% | 0.07% | Q1 2015 | Q1 2016 | 5 |
Carolina Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2020 | 5 |
Perfromance Wealth Partners, LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Acrospire Investment Management LLC | 4 | 1 | 0.01% | 0.03% | 0.05% | Q1 2016 | Q2 2017 | 5 |
TCG Advisors, LP | 5 | 5 | 0.56% | 0.72% | 0.86% | Q4 2018 | Q4 2019 | 5 |
Brick & Kyle, Associates | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q4 2015 | 5 |
NorthRock Partners, LLC | 3 | 2 | 0.04% | 0.08% | 0.13% | Q4 2018 | Q1 2020 | 5 |
Northside Capital Management, LLC | 5 | 5 | 0.28% | 0.31% | 0.33% | Q4 2014 | Q4 2015 | 5 |
Insight Wealth Partners, LLC | 4 | 1 | 0.05% | 0.09% | 0.16% | Q2 2022 | Q3 2023 | 5 |
Resurgent Financial Advisors LLC | 4 | 1 | 0.13% | 0.15% | 0.18% | Q4 2021 | Q3 2023 | 5 |
Elite Wealth Management, Inc. | 4 | 1 | 0.02% | 0.06% | 0.11% | Q4 2013 | Q3 2016 | 5 |
Raab & Moskowitz Asset Management LLC | 3 | 1 | 0.01% | 0.14% | 0.38% | Q2 2014 | Q4 2019 | 5 |
Range Financial Group LLC | 5 | 5 | 0.48% | 0.53% | 0.64% | Q3 2022 | Q3 2023 | 5 |
Outlook Wealth Advisors, LLC | 5 | 5 | 0.18% | 0.54% | 0.75% | Q4 2018 | Q4 2019 | 5 |
Balboa Wealth Partners | 5 | 5 | 0.30% | 0.36% | 0.45% | Q3 2022 | Q3 2023 | 5 |
Greenfield Savings Bank | 5 | 5 | 0.13% | 0.15% | 0.16% | Q4 2022 | Q4 2023 | 5 |
Rench Wealth Management, Inc. | 5 | 5 | 0.17% | 0.22% | 0.24% | Q4 2013 | Q4 2014 | 5 |
Mechanics Financial Corp | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
PECAUT & CO. | 5 | 5 | 0.21% | 0.76% | 1.14% | Q4 2013 | Q4 2014 | 5 |
Dakota Community Bank & Trust NA | 5 | 5 | 0.80% | 0.87% | 0.99% | Q3 2022 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.06% | 0.07% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Shilanski & Associates, Inc. | 5 | 5 | 1.18% | 1.58% | 1.76% | Q2 2019 | Q2 2020 | 5 |
INVESTORS TRUST INC | 5 | 5 | 0.18% | 0.25% | 0.33% | Q2 2013 | Q2 2014 | 5 |
Kernodle & Katon Asset Management Group, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q1 2016 | Q1 2017 | 5 |
Private Capital Management, LLC | 4 | 4 | 0.07% | 0.09% | 0.18% | Q4 2020 | Q3 2021 | 5 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q3 2020 | 5 |
KMS FINANCIAL SERVICES, INC | 4 | 1 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q3 2014 | 5 |
LMR Partners LLP | 3 | 3 | 0.03% | 0.34% | 0.62% | Q1 2023 | Q3 2023 | 5 |
Retirement Planning Co of New England, Inc. | 4 | 1 | 0.08% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 5 |
Affiance Financial, LLC | 3 | 1 | 0.01% | 0.23% | 0.36% | Q4 2014 | Q4 2022 | 5 |
LVW Advisors, LLC | 3 | 2 | 0.09% | 0.13% | 0.18% | Q4 2014 | Q3 2023 | 5 |
Wood Investment Counsel LLC | 5 | 5 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q2 2014 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 5 |
Lourd Capital, LLC | 5 | 5 | 0.05% | 0.08% | 0.13% | Q4 2017 | Q4 2018 | 5 |
Summit Financial, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q2 2022 | 5 |
PDT Partners, LLC | 2 | 1 | 0.11% | 0.35% | 0.62% | Q2 2013 | Q3 2015 | 5 |
Airain ltd | 2 | 1 | 0.04% | 0.28% | 0.44% | Q3 2015 | Q2 2017 | 5 |
JS Capital Management LLC | 5 | 5 | 3.00% | 3.66% | 4.96% | Q4 2013 | Q4 2014 | 5 |
KGH Ltd | 4 | 1 | 0.08% | 2.84% | 5.25% | Q3 2015 | Q4 2016 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q2 2021 | 5 |
Huber Financial Advisors, LLC | 2 | 1 | 0.08% | 0.12% | 0.19% | Q2 2018 | Q4 2019 | 5 |
Hilton Capital Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 5 |
Smith Affiliated Capital Corp. | 5 | 5 | 0.05% | 0.09% | 0.11% | Q3 2016 | Q3 2017 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q2 2014 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
VALLEY NATIONAL BANCORP | 5 | 5 | 0.48% | 0.62% | 0.75% | Q4 2013 | Q4 2014 | 5 |
Liberty Mutual Group Asset Management Inc. | 3 | 2 | 0.03% | 0.04% | 0.06% | Q2 2016 | Q3 2018 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.08% | 0.11% | 0.17% | Q2 2018 | Q2 2019 | 5 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 5 | 5 | 0.57% | 0.71% | 0.91% | Q3 2018 | Q3 2019 | 5 |
Smart Portfolios, LLC | 5 | 5 | 0.06% | 0.10% | 0.15% | Q1 2018 | Q1 2019 | 5 |
STERNE AGEE GROUP, INC. | 5 | 5 | 0.17% | 0.19% | 0.22% | Q1 2014 | Q1 2015 | 5 |
SHAYNE & JACOBS, LLC | 4 | 1 | 0.10% | 0.13% | 0.14% | Q1 2022 | Q3 2023 | 5 |
Banyan Partners, LLC | 5 | 5 | 0.04% | 0.09% | 0.11% | Q3 2013 | Q3 2014 | 5 |
Stillwater Capital Advisors, LLC | 5 | 5 | 0.04% | 0.07% | 0.10% | Q3 2019 | Q3 2020 | 5 |
First Bancorp, Inc /ME/ | 5 | 5 | 0.17% | 0.19% | 0.21% | Q3 2022 | Q3 2023 | 5 |
FinTrust Investment Advisory Services, LLC | 3 | 2 | 0.73% | 0.96% | 1.68% | Q2 2013 | Q1 2018 | 5 |
First Heartland Consultants, Inc. | 2 | 1 | 0.08% | 0.11% | 0.12% | Q3 2016 | Q4 2018 | 5 |
SPC Financial, Inc. | 2 | 1 | 0.05% | 0.06% | 0.07% | Q2 2016 | Q3 2019 | 5 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.05% | 0.21% | Q4 2014 | Q1 2017 | 5 |
Callahan Advisors, LLC | 3 | 2 | 0.03% | 0.04% | 0.07% | Q1 2020 | Q2 2021 | 5 |
Aquatic Capital Management LLC | 3 | 1 | 0.02% | 0.14% | 0.37% | Q4 2021 | Q2 2023 | 5 |
First Washington CORP | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2015 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 5 |
Rafferty Asset Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 5 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 5 | 5 | 0.03% | 0.06% | 0.08% | Q1 2013 | Q1 2014 | 5 |
Aureus Asset Management, LLC | 5 | 5 | 1.87% | 1.95% | 2.14% | Q2 2013 | Q2 2014 | 5 |
Altman Advisors, Inc. | 3 | 1 | 0.70% | 0.89% | 1.28% | Q1 2022 | Q3 2023 | 5 |
BAHL & GAYNOR INC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Hirtle Callaghan & Co LLC | 4 | 1 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q4 2014 | 5 |
Santa Fe Partners LLC | 2 | 1 | 0.05% | 0.24% | 0.51% | Q2 2013 | Q4 2015 | 5 |
United American Securities Inc. (d/b/a UAS Asset Management) | 5 | 5 | 0.44% | 2.48% | 6.88% | Q2 2013 | Q2 2014 | 5 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 5 |
ATHERTON LANE ADVISERS, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q2 2014 | 5 |
Burleson & Company, LLC | 4 | 1 | 0.00% | 0.49% | 0.72% | Q4 2017 | Q2 2021 | 5 |
Altshuler Shaham Ltd | 3 | 2 | 0.00% | 1.85% | 5.27% | Q3 2019 | Q2 2023 | 5 |
FENIMORE ASSET MANAGEMENT INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
Sculati Wealth Management, LLC | 5 | 5 | 0.34% | 0.60% | 0.97% | Q4 2019 | Q4 2020 | 5 |
Champlain Investment Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2016 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Kidder Stephen W | 4 | 1 | 0.08% | 0.13% | 0.17% | Q3 2014 | Q4 2015 | 5 |
GLG Partners LP | 5 | 5 | 0.02% | 0.10% | 0.34% | Q1 2016 | Q1 2017 | 5 |
WEIK CAPITAL MANAGEMENT | 5 | 5 | 0.15% | 0.20% | 0.22% | Q2 2013 | Q2 2014 | 5 |
West Branch Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Ceredex Value Advisors LLC | 3 | 2 | 0.36% | 0.87% | 1.18% | Q1 2018 | Q4 2019 | 5 |
FIRST MERCANTILE TRUST CO | 4 | 1 | 0.02% | 0.05% | 0.07% | Q1 2014 | Q2 2020 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.24% | 0.28% | 0.31% | Q2 2013 | Q2 2014 | 5 |
SUSQUEHANNA TRUST & INVESTMENT CO | 5 | 5 | 0.05% | 0.65% | 1.06% | Q2 2013 | Q2 2014 | 5 |
COLRAIN CAPITAL LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2014 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.12% | 0.17% | 0.24% | Q4 2016 | Q4 2017 | 5 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 5 | 5 | 0.09% | 0.11% | 0.12% | Q1 2012 | Q1 2013 | 5 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.04% | 0.24% | 0.85% | Q4 2019 | Q2 2023 | 5 |
LAU ASSOCIATES LLC | 3 | 2 | 0.13% | 0.17% | 0.20% | Q4 2013 | Q4 2018 | 5 |
NATIONAL PENN INVESTORS TRUST CO /PA | 4 | 1 | 0.02% | 0.03% | 0.04% | Q2 2014 | Q4 2015 | 5 |
BAR HARBOR TRUST SERVICES | 4 | 1 | 0.00% | 1.99% | 2.68% | Q3 2013 | Q2 2022 | 5 |
Future Financial Wealth Managment LLC | 3 | 2 | 0.12% | 0.19% | 0.25% | Q4 2021 | Q2 2023 | 5 |
MARINO, STRAM & ASSOCIATES LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2019 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.02% | 0.06% | 0.10% | Q2 2017 | Q3 2017 | 5 |
Vermillion Asset Management LLC | 2 | 2 | 0.04% | 0.27% | 0.52% | Q2 2013 | Q3 2013 | 4 |
BEACON TRUST CO | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2014 | Q1 2017 | 4 |
FORTE CAPITAL LLC /ADV | 3 | 1 | 0.07% | 0.09% | 0.10% | Q3 2014 | Q4 2017 | 4 |
ELEFANTE MICHAEL B | 4 | 4 | 0.05% | 0.07% | 0.11% | Q1 2014 | Q4 2014 | 4 |
Sculptor Capital LP | 1 | 1 | 0.02% | 0.07% | 0.12% | Q4 2013 | Q2 2016 | 4 |
NOMURA ASSET MANAGEMENT CO LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Baupost Group | 4 | 4 | 3.68% | 9.38% | 19.30% | Q2 2013 | Q1 2014 | 4 |
EVERMAY WEALTH MANAGEMENT LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q4 2021 | 4 |
LCNB CORP | 4 | 4 | 0.12% | 0.16% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Greenlight Capital | 4 | 4 | 0.65% | 1.03% | 1.31% | Q4 2013 | Q3 2014 | 4 |
GW HENSSLER & ASSOCIATES LTD | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q3 2015 | 4 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
RS INVESTMENT MANAGEMENT CO LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2014 | 4 |
STONERIDGE INVESTMENT PARTNERS LLC | 2 | 2 | 0.28% | 0.44% | 0.66% | Q1 2015 | Q3 2016 | 4 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q1 2015 | 4 |
TOWER TRUST Co | 4 | 4 | 0.32% | 0.33% | 0.34% | Q2 2013 | Q1 2014 | 4 |
JUMP TRADING, LLC | 2 | 2 | 0.01% | 0.12% | 0.31% | Q2 2019 | Q2 2020 | 4 |
MADISON INVESTMENT HOLDINGS INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q1 2017 | 4 |
DAVIDSON INVESTMENT ADVISORS | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q2 2018 | 4 |
COOKSON PEIRCE & CO INC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q1 2019 | 4 |
TRUST & FIDUCIARY MANAGEMENT SERVICES INC | 4 | 4 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q1 2014 | 4 |
QCM Cayman, Ltd. | 1 | 1 | 0.07% | 0.58% | 1.34% | Q1 2016 | Q2 2021 | 4 |
PRINCETON CAPITAL MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
PERRITT CAPITAL MANAGEMENT INC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
White Pine Investment CO | 4 | 4 | 0.88% | 0.95% | 1.00% | Q2 2013 | Q1 2014 | 4 |
F&C Asset Management plc | 4 | 4 | 0.14% | 0.18% | 0.23% | Q2 2013 | Q1 2014 | 4 |
Amici Capital, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q3 2013 | Q2 2014 | 4 |
River Road Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Beaumont Financial Partners, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q4 2019 | 4 |
Hawkeye Capital Management, LLC | 4 | 4 | 13.09% | 15.08% | 17.32% | Q2 2013 | Q1 2014 | 4 |
Nicholas Investment Partners, LP | 2 | 2 | 0.20% | 0.24% | 0.29% | Q2 2018 | Q2 2019 | 4 |
Boston Common Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 4 |
Moon Capital Management, LLC | 3 | 1 | 0.25% | 0.32% | 0.39% | Q1 2014 | Q2 2016 | 4 |
Capital World Investors | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2020 | 4 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 4 |
First Allied Asset Management, Inc. | 4 | 4 | 0.70% | 0.84% | 0.93% | Q2 2013 | Q1 2014 | 4 |
NEXPOINT ASSET MANAGEMENT, L.P. | 4 | 4 | 0.05% | 0.06% | 0.08% | Q1 2021 | Q4 2021 | 4 |
LMCG INVESTMENTS, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 4 |
Forester Capital Management, LTD | 4 | 4 | 1.04% | 2.43% | 3.05% | Q3 2016 | Q2 2017 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Hoxton Financial, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 4 |
Transamerica Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q4 2016 | 4 |
Energy Opportunities Capital Management, LLC | 4 | 4 | 1.88% | 2.33% | 3.14% | Q1 2021 | Q4 2021 | 4 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3 | 1 | 0.03% | 0.04% | 0.06% | Q2 2019 | Q3 2020 | 4 |
Martin Investment Management, LLC | 4 | 4 | 0.34% | 0.43% | 0.62% | Q4 2022 | Q3 2023 | 4 |
Reliant Investment Management, LLC | 4 | 4 | 1.56% | 1.63% | 1.80% | Q1 2021 | Q4 2021 | 4 |
Kessler Investment Group, LLC | 3 | 1 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q3 2023 | 4 |
Teilinger Capital Ltd. | 4 | 4 | 2.01% | 3.07% | 3.80% | Q4 2022 | Q3 2023 | 4 |
Palogic Value Management, L.P. | 4 | 4 | 0.13% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Longer Investments Inc. | 3 | 1 | 1.83% | 2.17% | 2.42% | Q4 2017 | Q1 2019 | 4 |
Vestcor Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Veritas Asset Management LLP | 4 | 4 | 2.98% | 3.33% | 3.47% | Q2 2013 | Q1 2014 | 4 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 4 |
Litman Gregory Wealth Management LLC | 3 | 1 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 4 |
Gilman Hill Asset Management, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
DC Investments Management, LLC | 3 | 1 | 0.14% | 0.19% | 0.24% | Q3 2018 | Q3 2019 | 4 |
Spectrum Financial Alliance Ltd LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
HITE Hedge Asset Management LLC | 2 | 1 | 0.16% | 0.41% | 1.08% | Q3 2019 | Q1 2022 | 4 |
Newtyn Management, LLC | 3 | 1 | 1.58% | 3.22% | 7.45% | Q3 2013 | Q3 2015 | 4 |
ICONIQ Capital, LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2014 | Q3 2015 | 4 |
Fernwood Investment Management, LLC | 4 | 4 | 0.16% | 0.19% | 0.22% | Q4 2013 | Q3 2014 | 4 |
Strategic Global Advisors, LLC | 3 | 1 | 0.03% | 0.12% | 0.18% | Q2 2015 | Q3 2023 | 4 |
Kazazian Asset Management, LLC | 4 | 4 | 0.03% | 1.38% | 3.85% | Q4 2014 | Q3 2015 | 4 |
J2 Capital Management Inc | 4 | 4 | 0.64% | 0.76% | 0.90% | Q4 2022 | Q3 2023 | 4 |
Lombard Odier & Cie (Canada), Limited Partnership | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q3 2014 | 4 |
J.P. Turner & Co Capital Mnagement, LLC | 4 | 4 | 0.38% | 0.42% | 0.46% | Q4 2014 | Q3 2015 | 4 |
Verger Capital Management LLC | 4 | 4 | 0.84% | 0.89% | 0.94% | Q2 2022 | Q1 2023 | 4 |
Ruggie Capital Group | 3 | 1 | 0.04% | 0.04% | 0.05% | Q1 2015 | Q2 2016 | 4 |
KWMG, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Quinn Opportunity Partners LLC | 3 | 1 | 0.08% | 0.45% | 1.53% | Q1 2017 | Q3 2023 | 4 |
Hedeker Wealth, LLC | 3 | 1 | 0.03% | 0.26% | 0.38% | Q4 2014 | Q4 2015 | 4 |
Immersion Capital LLP | 4 | 4 | 3.04% | 4.46% | 6.30% | Q4 2022 | Q3 2023 | 4 |
Stuart Chaussee & Associates, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2021 | 4 |
Regal Wealth Group, Inc. | 3 | 1 | 0.00% | 0.02% | 0.02% | Q4 2015 | Q1 2021 | 4 |
DARRELL & KING LLC | 4 | 4 | 0.31% | 0.40% | 0.50% | Q4 2018 | Q3 2019 | 4 |
Kalos Management, Inc. | 2 | 1 | 0.04% | 0.06% | 0.08% | Q4 2015 | Q1 2023 | 4 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (LUXEMBOURG) | 4 | 4 | 2.07% | 2.54% | 3.29% | Q4 2015 | Q3 2016 | 4 |
Berkeley Capital Partners, LLC | 3 | 1 | 0.14% | 0.17% | 0.19% | Q4 2018 | Q4 2019 | 4 |
Kelman-Lazarov, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.12% | 0.31% | Q2 2019 | Q2 2023 | 4 |
Beirne Wealth Consulting Services, LLC | 4 | 4 | 0.27% | 0.29% | 0.34% | Q4 2018 | Q3 2019 | 4 |
Holocene Advisors, LP | 3 | 1 | 0.02% | 0.36% | 0.55% | Q1 2022 | Q3 2023 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2017 | Q3 2018 | 4 |
Diametric Capital, LP | 4 | 4 | 1.07% | 1.45% | 1.81% | Q4 2018 | Q3 2019 | 4 |
Guardian Financial Partners, LLC | 4 | 4 | 0.24% | 0.36% | 0.70% | Q4 2022 | Q3 2023 | 4 |
Ballew Advisors, Inc | 3 | 1 | 0.02% | 0.13% | 0.46% | Q1 2018 | Q2 2020 | 4 |
LexAurum Advisors, LLC | 4 | 4 | 0.15% | 0.18% | 0.20% | Q4 2017 | Q3 2018 | 4 |
Chesapeake Wealth Management | 4 | 4 | 0.11% | 0.31% | 0.44% | Q1 2019 | Q4 2019 | 4 |
Acorn Wealth Advisors, LLC | 3 | 1 | 0.12% | 0.14% | 0.18% | Q4 2017 | Q4 2019 | 4 |
All Terrain Financial Advisors, LLC | 4 | 4 | 0.05% | 0.07% | 0.09% | Q1 2019 | Q4 2019 | 4 |
D.B. Root & Company, LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q4 2021 | 4 |
Avondale Wealth Management | 3 | 1 | 0.04% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 4 |
WELD CAPITAL MANAGEMENT LLC | 2 | 1 | 0.13% | 0.30% | 0.51% | Q4 2018 | Q4 2020 | 4 |
NKCFO LLC | 4 | 4 | 2.30% | 2.42% | 2.55% | Q4 2018 | Q3 2019 | 4 |
SlateStone Wealth, LLC | 4 | 4 | 0.12% | 0.16% | 0.18% | Q1 2019 | Q4 2019 | 4 |
Personal Wealth Partners | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2021 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q2 2021 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.20% | 0.39% | 0.90% | Q4 2018 | Q3 2023 | 4 |
John W. Brooker & Co., CPAs | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
ATTICUS WEALTH MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 4 |
SkyOak Wealth, LLC | 4 | 4 | 0.08% | 0.12% | 0.16% | Q4 2019 | Q3 2020 | 4 |
Beacon Financial Advisory LLC | 4 | 4 | 0.52% | 0.57% | 0.63% | Q4 2022 | Q3 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.04% | 0.09% | Q4 2019 | Q3 2021 | 4 |
RMR Wealth Builders | 2 | 1 | 0.01% | 0.04% | 0.09% | Q4 2019 | Q1 2021 | 4 |
Prudent Man Advisors, LLC | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
L1 Capital Pty Ltd | 4 | 4 | 6.66% | 8.36% | 10.00% | Q4 2022 | Q3 2023 | 4 |
Systrade AG | 4 | 4 | 0.22% | 0.32% | 0.43% | Q4 2022 | Q3 2023 | 4 |
Advisor Resource Council | 1 | 1 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q1 2023 | 4 |
Rockbridge Investment Management, LCC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 4 |
XTX Topco Ltd | 2 | 2 | 0.05% | 0.14% | 0.20% | Q1 2021 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.01% | 0.05% | 0.09% | Q4 2020 | Q3 2021 | 4 |
Wealth Advisory Solutions, LLC | 3 | 1 | 0.08% | 0.40% | 1.31% | Q4 2019 | Q1 2021 | 4 |
CMG Global Holdings, LLC | 4 | 4 | 0.16% | 0.19% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Hoese & Co LLP | 4 | 4 | 0.11% | 0.12% | 0.12% | Q1 2021 | Q4 2021 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2021 | 4 |
Golden State Equity Partners | 3 | 1 | 0.11% | 0.13% | 0.20% | Q2 2021 | Q3 2023 | 4 |
Greystone Financial Group, LLC | 4 | 4 | 1.19% | 1.76% | 2.30% | Q4 2022 | Q3 2023 | 4 |
ADE, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2021 | 4 |
EMC Capital Management | 4 | 4 | 0.04% | 0.06% | 0.10% | Q2 2021 | Q1 2022 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
TUCKER ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.03% | 0.12% | Q2 2021 | Q1 2023 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.05% | 0.11% | 0.24% | Q3 2022 | Q3 2023 | 4 |
Activest Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Allspring Global Investments Holdings, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Washington Trust Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Cross Staff Investments Inc | 4 | 4 | 0.18% | 0.20% | 0.22% | Q3 2022 | Q2 2023 | 4 |
Zullo Investment Group, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Mid-American Wealth Advisory Group, Inc. | 2 | 2 | 0.16% | 0.19% | 0.22% | Q4 2021 | Q3 2023 | 4 |
SIENA CAPITAL LLC | 4 | 4 | 0.01% | 0.25% | 1.00% | Q4 2021 | Q3 2022 | 4 |
Harvest Portfolios Group Inc. | 4 | 4 | 0.07% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Lansing Street Advisors | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 4 |
Alpha Square Group S LLC | 4 | 4 | 1.83% | 2.13% | 2.42% | Q1 2022 | Q4 2022 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.16% | 0.17% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.11% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Fiduciary Alliance LLC | 4 | 4 | 0.12% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Left Brain Wealth Management, LLC | 4 | 4 | 0.47% | 0.55% | 0.60% | Q4 2022 | Q3 2023 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.15% | 0.23% | 0.28% | Q4 2022 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.11% | 0.15% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Compound Global Advisors, LLC | 4 | 4 | 4.64% | 4.90% | 5.30% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Koesten, Hirschmann & Crabtree, INC. | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Redwood Wealth Management Group, LLC | 4 | 4 | 0.26% | 0.30% | 0.34% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.12% | 0.20% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Financial Partners Group, LLC | 4 | 4 | 1.37% | 1.63% | 1.84% | Q4 2022 | Q3 2023 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 0.62% | 0.72% | 0.82% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
KENNEDY INVESTMENT GROUP | 4 | 4 | 1.14% | 1.25% | 1.31% | Q4 2022 | Q3 2023 | 4 |
SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 4 | 4 | 0.57% | 0.63% | 0.68% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Slocum, Gordon & Co LLP | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 4 | 4 | 0.16% | 0.17% | 0.19% | Q1 2019 | Q4 2019 | 4 |
LOOMIS SAYLES & CO L P | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.02% | 0.07% | Q1 2022 | Q4 2022 | 4 |
MUNDER CAPITAL MANAGEMENT | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 4 |
HOWARD HUGHES MEDICAL INSTITUTE | 4 | 4 | 0.01% | 0.04% | 0.08% | Q1 2014 | Q4 2014 | 4 |
ZWJ INVESTMENT COUNSEL INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q4 2017 | 4 |
COMMONWEALTH BANK OF AUSTRALIA | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 4 |
AMICA PENSION FUND BOARD OF TRUSTEES | 4 | 4 | 0.09% | 0.10% | 0.10% | Q1 2018 | Q4 2018 | 4 |
CHAPIN DAVIS, INC. | 4 | 4 | 0.18% | 0.21% | 0.22% | Q4 2022 | Q3 2023 | 4 |
SPECTRUM ADVISORY SERVICES INC | 4 | 4 | 0.22% | 0.23% | 0.24% | Q2 2013 | Q1 2014 | 4 |
ELKHORN PARTNERS LIMITED PARTNERSHIP | 4 | 4 | 0.45% | 0.59% | 0.70% | Q4 2016 | Q3 2017 | 4 |
AMERICAN NATIONAL BANK & TRUST CO /VA/ | 4 | 4 | 0.14% | 0.15% | 0.17% | Q3 2013 | Q2 2014 | 4 |
FIDUCIARY ASSET MANAGEMENT LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2013 | Q3 2014 | 4 |
MCIA Inc | 2 | 1 | 0.05% | 0.14% | 0.32% | Q2 2017 | Q1 2021 | 3 |
AlphaQ Advisors LLC | 3 | 3 | 0.24% | 0.28% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Compass Wealth Management LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q4 2023 | 3 |
Delta Financial Group, Inc. | 2 | 1 | 0.13% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 3 |
ALBION FINANCIAL GROUP /UT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
LaSalle St. Investment Advisors, LLC | 2 | 1 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 3 |
Grey Street Capital, LLC | 3 | 3 | 0.21% | 0.29% | 0.41% | Q1 2023 | Q3 2023 | 3 |
Empire Financial Management Company, LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Imprint Wealth LLC | 3 | 3 | 0.29% | 0.33% | 0.38% | Q1 2023 | Q3 2023 | 3 |
KLR INVESTMENT ADVISORS, LLC | 3 | 3 | 0.64% | 0.72% | 0.76% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Foresight Global Investors, Inc. | 3 | 3 | 5.72% | 7.41% | 10.03% | Q1 2023 | Q3 2023 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.43% | 0.47% | 0.53% | Q1 2023 | Q3 2023 | 3 |
qPULA Trading Management LP | 2 | 1 | 1.45% | 2.24% | 2.85% | Q4 2020 | Q4 2021 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.05% | 0.12% | Q4 2019 | Q4 2021 | 3 |
Well Done, LLC | 1 | 1 | 0.02% | 0.03% | 0.07% | Q3 2017 | Q4 2018 | 3 |
Sanibel Captiva Investment Advisers, Inc. | 3 | 3 | 0.84% | 0.97% | 1.07% | Q1 2013 | Q3 2013 | 3 |
ROMANO BROTHERS AND COMPANY | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Hunter Perkins Capital Management, LLC | 3 | 3 | 0.19% | 0.23% | 0.26% | Q1 2023 | Q3 2023 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2012 | Q2 2013 | 3 |
Willingdon Wealth Management | 2 | 1 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q1 2020 | 3 |
ADAMS NATURAL RESOURCES FUND, INC. | 2 | 1 | 0.25% | 0.56% | 0.72% | Q2 2019 | Q1 2022 | 3 |
ING GROEP NV | 2 | 1 | 0.09% | 0.32% | 0.61% | Q2 2013 | Q2 2022 | 3 |
Advisory Alpha, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 3 |
Boyle Capital Management, L.L.C. | 3 | 3 | 1.49% | 1.96% | 2.85% | Q2 2013 | Q4 2013 | 3 |
Franklin, Parlapiano, Turner & Welch, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
Tipp Hill Capital Management LLC | 3 | 3 | 2.75% | 5.83% | 9.52% | Q2 2013 | Q4 2013 | 3 |
Stratos Wealth Advisors, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2022 | 3 |
Family Legacy, Inc. | 2 | 1 | 0.14% | 0.21% | 0.27% | Q4 2018 | Q1 2020 | 3 |
Advocacy Wealth Management Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2016 | 3 |
STALEY CAPITAL ADVISERS INC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2021 | 3 |
HBC Financial Services, PLLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 3 |
SOUTHPORT MANAGEMENT, L.L.C. | 2 | 1 | 2.05% | 2.08% | 2.14% | Q2 2016 | Q4 2017 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q3 2021 | Q1 2022 | 3 |
Windsor Capital Management, LLC | 1 | 1 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2015 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q2 2019 | 3 |
OmniStar Financial Group, Inc. | 2 | 1 | 0.01% | 0.32% | 0.53% | Q1 2020 | Q1 2023 | 3 |
Hudson Value Partners, LLC | 3 | 3 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q2 2021 | 3 |
MCGLINN CAPITAL MANAGEMENT INC | 3 | 3 | 1.51% | 2.05% | 2.54% | Q3 2014 | Q1 2015 | 3 |
Edmond de Rothschild (Europe) | 3 | 3 | 0.04% | 0.10% | 0.15% | Q3 2015 | Q1 2016 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Paulson & Co. | 3 | 3 | 0.78% | 0.94% | 1.22% | Q2 2021 | Q4 2021 | 3 |
Strategic Capital Group LLC | 2 | 1 | 0.03% | 0.06% | 0.11% | Q2 2013 | Q2 2014 | 3 |
SEARLE & CO. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q2 2015 | 3 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q3 2018 | Q1 2019 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q2 2018 | 3 |
INR ADVISORY SERVICES LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 3 |
Turim 21 Investimentos Ltda. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Sigma Investment Management Co | 3 | 3 | 0.14% | 0.15% | 0.16% | Q4 2013 | Q2 2014 | 3 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.01% | 0.10% | 0.24% | Q3 2015 | Q2 2019 | 3 |
CWS Financial Advisors, LLC | 2 | 1 | 0.06% | 0.19% | 0.26% | Q4 2019 | Q2 2022 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Signature Wealth Management Group | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
del Rey Global Investors, LLC | 3 | 3 | 1.16% | 1.63% | 2.40% | Q2 2013 | Q4 2013 | 3 |
CSat Investment Advisory, L.P. | 2 | 1 | 0.03% | 0.12% | 0.18% | Q4 2019 | Q3 2020 | 3 |
Elm Ridge Management, LLC | 3 | 3 | 1.67% | 1.78% | 1.87% | Q2 2013 | Q4 2013 | 3 |
Aventail Capital Group, LP | 2 | 1 | 0.15% | 0.92% | 1.99% | Q4 2022 | Q3 2023 | 3 |
Fortis Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
WOODBURN R ROBERT JR | 3 | 3 | 0.84% | 0.94% | 1.04% | Q4 2012 | Q2 2013 | 3 |
ZEKE CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.03% | 0.06% | Q4 2016 | Q3 2018 | 3 |
Missouri Trust & Investment Co | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
ADELL HARRIMAN & CARPENTER INC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2021 | 3 |
BECKER CAPITAL MANAGEMENT INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
COWEN INC. | 1 | 1 | 0.03% | 0.22% | 0.56% | Q1 2013 | Q2 2019 | 3 |
B. Riley Financial, Inc. | 3 | 3 | 0.18% | 0.18% | 0.19% | Q4 2015 | Q2 2016 | 3 |
Cypress Wealth Advisors LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q3 2016 | Q1 2017 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.08% | 0.13% | 0.17% | Q4 2021 | Q2 2022 | 3 |
GenTrust, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q2 2018 | 3 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2023 | Q3 2023 | 3 |
SAC Capital Advisors LP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 3 |
Premia Global Advisors, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q1 2019 | 3 |
HARRIS ASSOCIATES L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 3 |
Analyst IMS Investment Management Services Ltd. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Vident Investment Advisory, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Lebenthal Asset Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2016 | Q4 2016 | 3 |
ADVENT CAPITAL MANAGEMENT /DE/ | 1 | 1 | 0.03% | 0.07% | 0.10% | Q3 2013 | Q3 2018 | 3 |
Argent Advisors, Inc. | 2 | 1 | 0.12% | 0.18% | 0.25% | Q4 2019 | Q3 2020 | 3 |
Quaker Capital Investments, LLC | 3 | 3 | 0.38% | 0.41% | 0.45% | Q4 2014 | Q2 2015 | 3 |
Maven Securities LTD | 1 | 1 | 0.00% | 0.27% | 0.54% | Q4 2016 | Q3 2023 | 3 |
TILIA FIDUCIARY PARTNERS, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Wealthquest Corp | 3 | 3 | 0.42% | 0.55% | 0.63% | Q4 2014 | Q2 2015 | 3 |
Destiny Wealth Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Sunnymeath Asset Management, Inc. | 3 | 3 | 0.66% | 0.91% | 1.13% | Q2 2016 | Q4 2016 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.16% | 0.26% | 0.35% | Q4 2016 | Q4 2016 | 3 |
GLOBAL STRATEGIC MANAGEMENT INC | 3 | 3 | 0.38% | 0.54% | 0.68% | Q3 2019 | Q1 2020 | 3 |
J. Goldman & Co LP | 1 | 1 | 0.02% | 0.22% | 0.42% | Q2 2016 | Q3 2021 | 3 |
PDS Planning, Inc | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Guinness Asset Management LTD | 3 | 3 | 0.44% | 0.58% | 0.68% | Q4 2014 | Q2 2015 | 3 |
SYMPHONY ASSET MANAGEMENT LLC | 3 | 3 | 0.07% | 0.10% | 0.12% | Q2 2015 | Q4 2015 | 3 |
Byrne Asset Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Fusion Family Wealth LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 3 |
Hudson Bay Capital Management LP | 2 | 1 | 0.04% | 0.10% | 0.19% | Q1 2017 | Q3 2021 | 3 |
Blackstone Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
L & S Advisors Inc | 2 | 1 | 0.16% | 0.23% | 0.32% | Q1 2019 | Q2 2021 | 3 |
Belvedere Trading LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 3 |
Soros Fund Management | 2 | 1 | 0.11% | 0.29% | 0.49% | Q3 2019 | Q4 2021 | 3 |
Stockman Wealth Management, Inc. | 3 | 3 | 0.09% | 0.09% | 0.10% | Q2 2022 | Q4 2022 | 3 |
RB Capital Management, LLC | 3 | 3 | 0.19% | 0.22% | 0.24% | Q3 2019 | Q1 2020 | 3 |
Teamwork Financial Advisors, LLC | 1 | 1 | 0.04% | 0.08% | 0.15% | Q4 2019 | Q1 2023 | 3 |
Tradewinds Global Investors, LLC | 2 | 1 | 0.41% | 0.98% | 2.10% | Q2 2013 | Q2 2016 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q4 2018 | 3 |
Clal Insurance Enterprises Holdings Ltd | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
ALPS ADVISORS INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2014 | Q3 2014 | 3 |
McAdam, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
MASTRAPASQUA ASSET MANAGEMENT INC | 2 | 1 | 0.05% | 0.05% | 0.06% | Q1 2014 | Q2 2015 | 3 |
PICTET ASSET MANAGEMENT SA | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Strategic Capital Alternatives LLC | 3 | 3 | 0.02% | 0.13% | 0.36% | Q1 2015 | Q3 2015 | 3 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Legacy Private Trust Co. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2014 | Q3 2014 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.00% | 0.02% | 0.03% | Q1 2015 | Q3 2015 | 3 |
Psagot Value Holdings Ltd. / (Israel) | 3 | 3 | 0.36% | 0.48% | 0.66% | Q1 2023 | Q3 2023 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Aevitas Wealth Management, Inc. | 3 | 3 | 0.01% | 0.09% | 0.20% | Q3 2018 | Q1 2019 | 3 |
Exchange Capital Management, Inc. | 2 | 1 | 0.00% | 0.02% | 0.03% | Q3 2013 | Q3 2018 | 3 |
AMERICAN ASSETS INC | 2 | 1 | 0.22% | 0.26% | 0.32% | Q2 2010 | Q1 2020 | 3 |
JAMISON EATON & WOOD INC /NJ | 1 | 1 | 0.05% | 0.06% | 0.06% | Q3 2013 | Q1 2015 | 3 |
AM INVESTMENT STRATEGIES LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q3 2020 | Q1 2021 | 3 |
First National Bank of Hutchinson | 2 | 1 | 0.14% | 0.16% | 0.18% | Q1 2014 | Q2 2022 | 3 |
Laffer Tengler Investments, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
SENTRY INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.23% | 0.24% | 0.25% | Q4 2018 | Q2 2019 | 3 |
Anchorage Capital Group, L.L.C. | 3 | 3 | 0.47% | 1.68% | 3.24% | Q2 2018 | Q4 2018 | 3 |
FMA ADVISORY INC | 2 | 1 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q2 2015 | 3 |
VALLEY FORGE ASSET MANAGEMENT, LLC | 3 | 3 | 1.23% | 1.31% | 1.42% | Q2 2013 | Q4 2013 | 3 |
Coury Firm Asset Management LLC | 2 | 1 | 0.20% | 0.34% | 0.43% | Q4 2021 | Q3 2022 | 3 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q2 2019 | 3 |
Centenus Global Management, LP | 2 | 1 | 0.39% | 0.68% | 1.07% | Q4 2018 | Q3 2019 | 3 |
CONTINENTAL ADVISORS LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2013 | Q2 2014 | 3 |
TIFF ADVISORY SERVICES, LLC | 3 | 3 | 0.22% | 0.32% | 0.43% | Q1 2023 | Q3 2023 | 3 |
Overbrook Management Corp | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2014 | Q2 2015 | 3 |
1776 Wealth LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2019 | Q2 2020 | 3 |
FIRST NEW YORK SECURITIES LLC /NY | 2 | 1 | 0.00% | 0.18% | 0.52% | Q1 2014 | Q2 2015 | 3 |
UBS OCONNOR LLC | 3 | 3 | 0.06% | 0.18% | 0.25% | Q1 2021 | Q3 2021 | 3 |
SCHWARTZ INVESTMENT COUNSEL INC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q4 2013 | 3 |
Castle Hook Partners LP | 2 | 1 | 0.28% | 1.28% | 2.54% | Q4 2022 | Q3 2023 | 3 |
NICHOLS & PRATT ADVISERS LLP /MA | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2014 | Q3 2014 | 3 |
Recurrent Investment Advisors LLC | 2 | 1 | 0.00% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 3 |
OAK FAMILY ADVISORS, LLC | 3 | 3 | 0.69% | 1.04% | 1.49% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Wealth Group, LLC | 2 | 1 | 0.35% | 0.38% | 0.40% | Q1 2019 | Q4 2019 | 3 |
Jupiter Wealth Management LLC | 3 | 3 | 0.26% | 0.34% | 0.49% | Q2 2021 | Q4 2021 | 3 |
WFA of San Diego, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Signator Financial Services, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q3 2013 | 3 |
FSA Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Foster Victor Wealth Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Lloyd Advisory Services, LLC. | 3 | 3 | 0.07% | 0.17% | 0.31% | Q4 2019 | Q2 2020 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.03% | 0.07% | 0.09% | Q1 2020 | Q2 2021 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Inscription Capital, LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q2 2022 | 3 |
Orion Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 3 |
GYL FINANCIAL SYNERGIES, LLC | 3 | 3 | 0.03% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
JAG CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2016 | Q3 2016 | 3 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q4 2021 | 3 |
Gyon Technologies Capital Management, LP | 2 | 1 | 0.11% | 0.16% | 0.23% | Q2 2021 | Q1 2022 | 3 |
Round Rock Advisors, LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q2 2022 | Q4 2022 | 3 |
Fairhaven Wealth Management, LLC | 3 | 3 | 0.09% | 0.14% | 0.18% | Q2 2020 | Q4 2020 | 3 |
Susquehanna International Group Ltd. | 1 | 1 | 0.70% | 2.83% | 4.47% | Q4 2018 | Q4 2018 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q4 2019 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.07% | 0.10% | 0.14% | Q2 2016 | Q1 2017 | 3 |
Quantinno Capital Management LP | 3 | 3 | 0.04% | 0.05% | 0.07% | Q1 2023 | Q3 2023 | 3 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 1 | 0.01% | 0.04% | 0.05% | Q2 2013 | Q2 2021 | 3 |
New England Research & Management, Inc. | 3 | 3 | 0.26% | 0.35% | 0.53% | Q1 2014 | Q3 2014 | 3 |
Berger Financial Group, Inc | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 3 | 3 | 0.06% | 0.08% | 0.12% | Q4 2013 | Q2 2014 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
HOEY INVESTMENTS, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Notis-McConarty Edward | 3 | 3 | 0.15% | 0.15% | 0.15% | Q4 2013 | Q2 2014 | 3 |
Foundations Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
MAVERICK CAPITAL LTD | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
INTEGRATED WEALTH COUNSEL, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q4 2016 | 3 |
Phillips Wealth Planners LLC | 3 | 3 | 0.33% | 0.36% | 0.39% | Q1 2023 | Q3 2023 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Sowa Financial Group, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Enlightenment Research, LLC | 1 | 1 | 0.46% | 0.67% | 0.80% | Q4 2018 | Q1 2022 | 3 |
Platform Technology Partners | 3 | 3 | 0.20% | 0.24% | 0.30% | Q4 2019 | Q2 2020 | 3 |
Seed Wealth Management, Inc. | 2 | 1 | 0.23% | 0.24% | 0.26% | Q4 2022 | Q3 2023 | 3 |
FAYEZ SAROFIM & CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Sonic GP LLC | 3 | 3 | 2.36% | 2.62% | 2.90% | Q4 2022 | Q2 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.16% | 0.18% | 0.21% | Q4 2022 | Q3 2023 | 3 |
Triumph Capital Management | 3 | 3 | 0.29% | 0.34% | 0.39% | Q2 2021 | Q4 2021 | 3 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 3 |
GANTZERT INVESTMENT CO LLC /ADV | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 3 |
Holowesko Partners Ltd. | 2 | 2 | 0.33% | 0.39% | 0.45% | Q4 2016 | Q1 2017 | 2 |
NORDEA INVESTMENT MANAGEMENT AB | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q4 2022 | 2 |
STRS OHIO | 2 | 2 | 0.08% | 0.10% | 0.12% | Q2 2013 | Q3 2013 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.02% | 0.08% | 0.14% | Q4 2014 | Q1 2015 | 2 |
SEI TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 2 | 2 | 0.00% | 0.04% | 0.08% | Q2 2018 | Q3 2018 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2021 | 2 |
DIXON FNANCIAL SERVICES, INC. | 2 | 2 | 0.15% | 0.15% | 0.16% | Q4 2022 | Q1 2023 | 2 |
Yaupon Capital Management LP | 1 | 1 | 0.73% | 0.95% | 1.18% | Q1 2023 | Q3 2023 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
BEACH INVESTMENT COUNSEL INC/PA | 2 | 2 | 0.70% | 0.79% | 0.89% | Q1 2019 | Q2 2019 | 2 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.48% | 0.53% | 0.58% | Q1 2023 | Q3 2023 | 2 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 2 | 2 | 0.37% | 0.40% | 0.44% | Q2 2013 | Q3 2013 | 2 |
Hi-Line Capital Management, LLC | 2 | 2 | 1.03% | 1.30% | 1.56% | Q3 2021 | Q4 2021 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
BTC Capital Management, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
SMITH HAYES Advisers, Inc | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2015 | Q2 2015 | 2 |
ValueAct Holdings | 2 | 2 | 0.69% | 0.83% | 0.97% | Q1 2020 | Q2 2020 | 2 |
Wealth Architects, LLC | 1 | 1 | 0.07% | 0.09% | 0.12% | Q3 2015 | Q3 2017 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2023 | 2 |
Cedar Mountain Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.27% | 0.28% | 0.28% | Q2 2016 | Q3 2016 | 2 |
LGT Financial Advisors LLC | 2 | 2 | 0.01% | 0.47% | 0.93% | Q2 2023 | Q3 2023 | 2 |
Stone House Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 2 |
Gibson Wealth Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Aspen Grove Capital, LLC | 2 | 2 | 0.07% | 0.08% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Andesa Financial Management Inc. | 2 | 2 | 0.20% | 0.22% | 0.24% | Q1 2019 | Q2 2019 | 2 |
NatWest Group plc | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 2 |
BBVA USA | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q3 2021 | 2 |
Paragon Wealth Strategies, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
ALLIED IRISH BANKS PLC | 2 | 2 | 1.00% | 1.03% | 1.06% | Q2 2013 | Q3 2013 | 2 |
Carroll Investors, Inc | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
BECK CAPITAL MANAGEMENT, LLC | 2 | 2 | 1.45% | 1.46% | 1.48% | Q1 2019 | Q2 2019 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Ethic Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Next Capital Management LLC | 1 | 1 | 0.02% | 0.10% | 0.17% | Q2 2019 | Q3 2022 | 2 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q4 2013 | 2 |
Beach Investment Management, LLC. | 2 | 2 | 1.31% | 1.41% | 1.50% | Q1 2019 | Q2 2019 | 2 |
BRADLEY FOSTER & SARGENT INC/CT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 2 |
Dakota Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Taconic Capital Advisors LP | 1 | 1 | 0.12% | 6.02% | 11.93% | Q2 2013 | Q2 2013 | 2 |
Trek Financial, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
PENSECO FINANCIAL SERVICES CORP | 2 | 2 | 0.09% | 0.12% | 0.16% | Q2 2013 | Q3 2013 | 2 |
Ethos Financial Group, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q2 2023 | 2 |
Portman Square Capital LLP | 1 | 1 | 0.04% | 0.07% | 0.11% | Q3 2023 | Q3 2023 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 2 |
Paragon Capital Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Perimeter Capital Partners, LLC | 1 | 1 | 0.01% | 0.10% | 0.18% | Q2 2013 | Q2 2013 | 2 |
RMF GP, LLC | 2 | 2 | 11.94% | 11.98% | 12.03% | Q2 2013 | Q3 2013 | 2 |
McCarthy Grittinger Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
EVERENCE CAPITAL MANAGEMENT INC | 2 | 2 | 0.51% | 0.52% | 0.53% | Q2 2013 | Q3 2013 | 2 |
BANK OF STOCKTON | 1 | 1 | 0.10% | 0.13% | 0.16% | Q2 2013 | Q4 2016 | 2 |
Buck Wealth Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Karp Capital Management Corp | 1 | 1 | 0.01% | 0.06% | 0.12% | Q1 2017 | Q4 2018 | 2 |
Pine Valley Investments Ltd Liability Co | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.04% | 0.07% | Q3 2020 | Q1 2021 | 2 |
Keel Point, LLC | 1 | 1 | 0.03% | 0.08% | 0.12% | Q2 2016 | Q4 2022 | 2 |
Knuff & Co LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Valmark Advisers, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Slagle Financial, LLC | 2 | 2 | 0.18% | 0.20% | 0.21% | Q2 2023 | Q3 2023 | 2 |
LAZARI CAPITAL MANAGEMENT, INC. | 2 | 2 | 2.58% | 2.79% | 3.00% | Q2 2023 | Q3 2023 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
PFW Advisors LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Abbot Financial Management, Inc. | 2 | 2 | 0.16% | 0.16% | 0.17% | Q2 2018 | Q3 2018 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
PUZO MICHAEL J | 2 | 2 | 0.06% | 0.07% | 0.07% | Q1 2015 | Q2 2015 | 2 |
Alaethes Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Koss-Olinger Consulting, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q2 2021 | 2 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.38% | 0.41% | 0.44% | Q4 2020 | Q2 2021 | 2 |
Goodwin Investment Advisory | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.08% | 0.09% | 0.09% | Q1 2022 | Q1 2023 | 2 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Sound View Wealth Advisors Group, LLC | 1 | 1 | 0.07% | 0.08% | 0.09% | Q2 2019 | Q4 2019 | 2 |
Acorn Advisory Capital L.P. | 2 | 2 | 1.37% | 1.68% | 1.99% | Q1 2019 | Q2 2019 | 2 |
Stewardship Financial Advisors, LLC | 2 | 2 | 0.32% | 0.57% | 0.82% | Q4 2015 | Q1 2016 | 2 |
Point72 Asia (Singapore) Pte. Ltd. | 2 | 2 | 0.13% | 4.40% | 8.67% | Q2 2016 | Q3 2016 | 2 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.04% | 0.08% | Q3 2018 | Q3 2021 | 2 |
SOUTH GEORGIA CAPITAL, LLC | 2 | 2 | 0.35% | 0.49% | 0.64% | Q4 2013 | Q1 2014 | 2 |
Warther Private Wealth, LLC | 2 | 2 | 0.23% | 0.28% | 0.32% | Q1 2022 | Q2 2022 | 2 |
CAPITAL GROWTH MANAGEMENT LP | 2 | 2 | 0.40% | 0.72% | 1.04% | Q2 2018 | Q3 2018 | 2 |
Intercontinental Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Requisite Capital Management, LLC | 1 | 1 | 0.00% | 0.04% | 0.07% | Q1 2019 | Q1 2022 | 2 |
VAN ECK ASSOCIATES CORP | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Cordatus Wealth Management LLC | 1 | 1 | 0.14% | 0.14% | 0.15% | Q4 2021 | Q2 2023 | 2 |
Torch Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Douglas Lane & Associates, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Hurlow Wealth Management Group, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 2 |
Avitas Wealth Management LLC | 2 | 2 | 0.92% | 0.94% | 0.96% | Q2 2018 | Q3 2018 | 2 |
Hillsdale Investment Management Inc. | 2 | 2 | 0.03% | 0.04% | 0.06% | Q4 2013 | Q1 2014 | 2 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.03% | 0.05% | 0.07% | Q4 2017 | Q3 2018 | 2 |
GlobalBridge, Inc. | 2 | 2 | 0.30% | 0.34% | 0.37% | Q4 2013 | Q1 2014 | 2 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.00% | 0.04% | 0.07% | Q3 2013 | Q4 2017 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Paragon Capital Management Ltd | 2 | 2 | 0.12% | 0.13% | 0.14% | Q3 2017 | Q4 2017 | 2 |
TCF National Bank | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q2 2020 | 2 |
Indie Asset Partners, LLC | 2 | 2 | 0.26% | 0.33% | 0.41% | Q4 2019 | Q1 2020 | 2 |
NORTHSTAR WEALTH PARTNERS LLC | 2 | 2 | 0.21% | 0.22% | 0.22% | Q1 2017 | Q2 2017 | 2 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q2 2017 | 2 |
BTG Pactual Global Asset Management Ltd | 2 | 2 | 1.75% | 2.08% | 2.41% | Q1 2013 | Q2 2013 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
Nine Chapters Capital Management LLC | 2 | 2 | 0.05% | 0.13% | 0.22% | Q1 2014 | Q2 2014 | 2 |
DAYMARK WEALTH PARTNERS, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Elevated Capital Advisors, LLC | 1 | 1 | 0.40% | 0.48% | 0.56% | Q1 2019 | Q4 2019 | 2 |
Grant Street Asset Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Horizon Investments, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q4 2016 | 2 |
Appaloosa LP | 2 | 2 | 0.22% | 0.28% | 0.34% | Q1 2021 | Q2 2021 | 2 |
FOUNDERS FINANCIAL SECURITIES LLC | 2 | 2 | 0.22% | 0.22% | 0.22% | Q3 2016 | Q4 2016 | 2 |
Cypress Capital Group | 2 | 2 | 0.11% | 0.12% | 0.13% | Q2 2013 | Q3 2013 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
MCDANIEL TERRY & CO | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q4 2019 | 2 |
Davis Capital Management | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q2 2020 | 2 |
CORDA Investment Management, LLC. | 2 | 2 | 0.74% | 0.81% | 0.88% | Q4 2014 | Q1 2015 | 2 |
Covalis Capital LLP | 1 | 1 | 1.14% | 1.79% | 2.43% | Q2 2022 | Q4 2022 | 2 |
GRIFFIN ASSET MANAGEMENT, INC. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q2 2019 | 2 |
Cavalier Investments, LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q2 2018 | Q3 2018 | 2 |
PVG Asset Management | 1 | 1 | 0.64% | 0.66% | 0.68% | Q2 2016 | Q4 2016 | 2 |
DOWLING & YAHNKE LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q1 2014 | 2 |
Madden Advisory Services, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q2 2014 | 2 |
BP CAPITAL FUND ADVISORS, LLC | 2 | 2 | 0.36% | 0.84% | 1.32% | Q3 2019 | Q4 2019 | 2 |
HighVista Strategies LLC | 2 | 2 | 0.32% | 0.39% | 0.46% | Q4 2013 | Q1 2014 | 2 |
Whelan Financial | 2 | 2 | 0.14% | 0.18% | 0.22% | Q3 2021 | Q4 2021 | 2 |
Badgley Phelps Wealth Managers, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Greenland Capital Management LP | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q1 2023 | 2 |
Financial Advisory Group | 2 | 2 | 0.11% | 0.12% | 0.12% | Q4 2013 | Q1 2014 | 2 |
PICTON MAHONEY ASSET MANAGEMENT | 1 | 1 | 0.02% | 0.05% | 0.08% | Q3 2014 | Q2 2016 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q1 2019 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.29% | 0.48% | 0.67% | Q3 2022 | Q3 2023 | 2 |
COMPASS FINANCIAL ADVISORS LLC | 2 | 2 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q1 2023 | 2 |
ATALANTA SOSNOFF CAPITAL, LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q3 2016 | 2 |
Westend Capital Management, LLC | 2 | 2 | 0.09% | 0.76% | 1.42% | Q3 2014 | Q4 2014 | 2 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
1900 WEALTH MANAGEMENT LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 2 |
AJO, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
CFM WEALTH PARTNERS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q2 2022 | 2 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.11% | 0.15% | 0.19% | Q2 2019 | Q3 2023 | 2 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
CarsonAllaria Wealth Management, Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
NORTHWEST WEALTH MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Planning Solutions Group LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q1 2019 | Q2 2019 | 2 |
Trinity Legacy Partners, LLC | 2 | 2 | 1.72% | 1.91% | 2.10% | Q4 2018 | Q1 2019 | 2 |
Saturna Capital CORP | 1 | 1 | 0.00% | 0.03% | 0.06% | Q3 2013 | Q2 2015 | 2 |
J.Safra Asset Management Corp | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2016 | Q3 2016 | 2 |
Capricorn Fund Managers Ltd | 2 | 2 | 2.01% | 2.04% | 2.07% | Q1 2022 | Q2 2022 | 2 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Fiduciary Planning LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Graham Capital Management, L.P. | 1 | 1 | 0.02% | 0.07% | 0.12% | Q1 2015 | Q3 2023 | 2 |
Cypress Wealth Services, LLC | 2 | 2 | 0.05% | 0.07% | 0.09% | Q3 2019 | Q4 2019 | 2 |
Summit Trail Advisors, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q1 2018 | 2 |
Jackson, Grant Investment Advisers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2018 | 2 |
COTTONWOOD CAPITAL ADVISORS, LLC | 1 | 1 | 0.19% | 0.19% | 0.20% | Q1 2023 | Q3 2023 | 2 |
Laird Norton Wetherby Trust Company, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q4 2021 | 2 |
MILESTONE WEALTH, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Lombard Odier Transatlantic Ltd | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2015 | 2 |
Lyons Wealth Management, LLC. | 2 | 2 | 0.19% | 0.23% | 0.26% | Q2 2013 | Q3 2013 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
MADDEN SECURITIES Corp | 1 | 1 | 0.01% | 0.19% | 0.37% | Q4 2019 | Q4 2022 | 2 |
AVAII WEALTH MANAGEMENT, LLC | 2 | 2 | 0.16% | 0.16% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Accredited Investors Inc. | 2 | 2 | 0.40% | 0.42% | 0.43% | Q3 2017 | Q4 2017 | 2 |
Financial Advantage, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q4 2021 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2019 | 2 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.05% | 0.10% | 0.15% | Q4 2018 | Q4 2020 | 2 |
ROMAN BUTLER FULLERTON & CO | 2 | 2 | 0.14% | 0.20% | 0.27% | Q3 2019 | Q4 2019 | 2 |
SPROTT INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q2 2015 | 2 |
CM Management, LLC | 2 | 2 | 1.14% | 1.18% | 1.22% | Q2 2021 | Q3 2021 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 2 |
Long Wharf Investors, Inc. | 2 | 2 | 0.39% | 0.40% | 0.41% | Q1 2014 | Q2 2014 | 2 |
Bridgefront Capital, LLC | 1 | 1 | 0.21% | 0.22% | 0.23% | Q4 2020 | Q4 2022 | 2 |
Cyrus J. Lawrence, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Bell & Brown Wealth Advisors, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q3 2021 | Q4 2021 | 2 |
Belmont Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
BAILARD, INC. | 2 | 2 | 0.03% | 0.05% | 0.07% | Q1 2014 | Q2 2014 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Trellus Management Company, LLC | 1 | 1 | 1.05% | 1.64% | 2.22% | Q2 2013 | Q1 2016 | 2 |
JHL Capital Group LLC | 2 | 2 | 6.87% | 7.58% | 8.28% | Q1 2015 | Q2 2015 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
CANANDAIGUA NATIONAL CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q4 2022 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Blue Chip Wealth Management, Inc. | 1 | 1 | 0.22% | 0.23% | 0.25% | Q3 2018 | Q1 2019 | 2 |
RIVERBRIDGE PARTNERS LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Winchester Group Inc. | 2 | 2 | 0.40% | 0.43% | 0.46% | Q2 2013 | Q3 2013 | 2 |
Precocity Capital LP | 1 | 1 | 1.68% | 2.00% | 2.32% | Q2 2017 | Q3 2018 | 2 |
Ullmann Wealth Partners Group, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q1 2017 | Q2 2017 | 2 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 2 | 2 | 0.02% | 0.05% | 0.07% | Q1 2019 | Q2 2019 | 2 |
Financial Connections Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 2 |
Banque Cantonale Vaudoise | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q1 2019 | 2 |
TCWP LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q2 2023 | 2 |
Parcion Private Wealth LLC | 2 | 2 | 0.10% | 0.16% | 0.22% | Q4 2019 | Q1 2020 | 2 |
Otter Creek Advisors, LLC | 2 | 2 | 0.97% | 1.45% | 1.93% | Q4 2019 | Q1 2020 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.28% | 0.28% | 0.29% | Q2 2013 | Q3 2013 | 2 |
440 INVESTMENT GROUP, LLC | 2 | 2 | 0.32% | 0.39% | 0.46% | Q3 2017 | Q4 2017 | 2 |
Pine River Capital Management L.P. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2014 | Q2 2014 | 2 |
Waldron Private Wealth LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q4 2019 | 2 |
Perennial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
BASSO CAPITAL MANAGEMENT, L.P. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
UNITED BANK | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Milestone Advisory Partners | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2020 | 2 |
Pale Fire Capital SE | 2 | 2 | 13.76% | 14.98% | 16.20% | Q2 2023 | Q3 2023 | 2 |
AXA S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Shay Capital LLC | 1 | 1 | 0.10% | 0.27% | 0.44% | Q1 2021 | Q1 2022 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2013 | Q3 2013 | 2 |
Biondo Investment Advisors, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q1 2015 | Q2 2015 | 2 |
Kathmere Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 2 |
Newport Wealth Strategies, Inc. | 2 | 2 | 0.24% | 0.24% | 0.24% | Q4 2017 | Q1 2018 | 2 |
Hefty Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
EXCALIBUR MANAGEMENT CORP | 2 | 2 | 0.18% | 0.34% | 0.49% | Q2 2019 | Q3 2019 | 2 |
KSA CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.22% | 0.25% | 0.28% | Q3 2014 | Q4 2014 | 2 |
Fosun International Ltd | 2 | 2 | 0.32% | 0.34% | 0.36% | Q4 2020 | Q1 2021 | 2 |
Genesis Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
WBH ADVISORY INC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q3 2018 | 2 |
OTTER CREEK MANAGEMENT INC | 2 | 2 | 0.19% | 0.32% | 0.46% | Q2 2014 | Q3 2014 | 2 |
SHEPHERD KAPLAN KROCHUK, LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2020 | Q3 2020 | 2 |
AGF Investments America Inc. | 2 | 2 | 0.35% | 0.35% | 0.36% | Q1 2011 | Q2 2011 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Loeb Offshore Management LP | 2 | 2 | 0.33% | 0.63% | 0.94% | Q3 2013 | Q4 2013 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.60% | 0.98% | 1.36% | Q4 2016 | Q4 2020 | 2 |
NEXT Financial Holdings | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2019 | Q1 2019 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SteelPeak Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
Hummer Financial Advisory Services Inc | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2019 | Q4 2019 | 1 |
FORA Capital, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2019 | Q4 2019 | 1 |
Soltis Investment Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
HOHIMER WEALTH MANAGEMENT, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2019 | Q4 2019 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Merewether Investment Management, LP | 1 | 1 | 2.46% | 2.46% | 2.46% | Q3 2023 | Q3 2023 | 1 |
Adams Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Menard Financial Group LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2019 | Q4 2019 | 1 |
Campbell Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
LANDAAS & CO /WI /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
F3Logic, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Aprio Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Quaker Wealth Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
HERON FINANCIAL GROUP, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
G&S Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Congress Park Capital LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
Wealth Enhancement & Preservation of GA, LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q4 2019 | Q4 2019 | 1 |
Procyon Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TFG Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Midwest Professional Planners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
TRH Financial, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Monument Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
REBALANCE, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
NewDay Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
CONNABLE OFFICE INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
INCLUSIVE CAPITAL PARTNERS, L.P. | 1 | 1 | 6.18% | 6.18% | 6.18% | Q4 2020 | Q4 2020 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
NORTHSTAR ASSET MANAGEMENT LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2013 | Q2 2013 | 1 |
Gleason Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Hiddenite Capital Partners LP | 1 | 1 | 1.34% | 1.34% | 1.34% | Q1 2022 | Q1 2022 | 1 |
Cypress Point Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
XTX MARKETS LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2020 | Q4 2020 | 1 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2020 | Q2 2020 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
Rise Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Planned Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Pearl River Capital, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Oxbow Capital Management (HK) Ltd | 1 | 1 | 12.27% | 12.27% | 12.27% | Q1 2023 | Q1 2023 | 1 |
SEAVIEW INVESTMENT MANAGERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CLEAR STREET LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2023 | Q1 2023 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Stumpf Capital Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
Centennial Wealth Advisory LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Bryn Mawr Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
DG CAPITAL MANAGEMENT INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2013 | Q4 2013 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
PATRON PARTNERS, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Laurel Wealth Planning LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Family Capital Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
Annapolis Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Wealth Management Partners, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Greenline Partners, LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q1 2020 | Q1 2020 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Connolly Sarah T. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
PFG Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2018 | Q2 2018 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
ROBERTSON STEPHENS ADVISORS LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2016 | Q4 2016 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Weitzel Financial Services, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
Athos Capital Ltd | 1 | 1 | 2.58% | 2.58% | 2.58% | Q3 2023 | Q3 2023 | 1 |
Ignite Planners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
DEFINED WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Members Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Intellectus Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
PINNBROOK CAPITAL MANAGEMENT LP | 1 | 1 | 2.96% | 2.96% | 2.96% | Q1 2023 | Q1 2023 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
EMFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Inspire Investing, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
SageGuard Financial Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Clarity Financial LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Regency Capital Management Inc.\DE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Whitegate Investment Counselors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Invst, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2019 | Q1 2019 | 1 |
Blue Rock Advisors, LLC | 1 | 1 | 2.01% | 2.01% | 2.01% | Q3 2018 | Q3 2018 | 1 |
Deimos Asset Management LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2016 | Q2 2016 | 1 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Highland Private Wealth Management | 1 | 1 | 1.51% | 1.51% | 1.51% | Q1 2018 | Q1 2018 | 1 |
Mandatum Life Insurance Co Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Opera Trading Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Integrated Advisors Network LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Tejara Capital Ltd | 1 | 1 | 1.82% | 1.82% | 1.82% | Q2 2023 | Q2 2023 | 1 |
Truvvo Partners LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q1 2016 | Q1 2016 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Taika Capital, LP | 1 | 1 | 1.07% | 1.07% | 1.07% | Q4 2021 | Q4 2021 | 1 |
Zenyatta Capital Management LP | 1 | 1 | 6.10% | 6.10% | 6.10% | Q1 2022 | Q1 2022 | 1 |
Bell Investment Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2017 | Q1 2017 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Rovida Advisors Inc. | 1 | 1 | 0.80% | 0.80% | 0.80% | Q4 2019 | Q4 2019 | 1 |
Gruss & Co., LLC | 1 | 1 | 2.61% | 2.61% | 2.61% | Q1 2022 | Q1 2022 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Pensionmark Financial Group, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2018 | Q4 2018 | 1 |
Gratus Capital, LLC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q1 2020 | Q1 2020 | 1 |
Westbourne Investment Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
Prostatis Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
FOREFRONT WEALTH MANAGEMENT INC. | 1 | 1 | 1.26% | 1.26% | 1.26% | Q4 2021 | Q4 2021 | 1 |
Connective Portfolio Management, LLC | 1 | 1 | 1.54% | 1.54% | 1.54% | Q4 2022 | Q4 2022 | 1 |
PCG Wealth Advisors, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
BRASADA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q1 2015 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
TradeLink Capital LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q1 2016 | Q1 2016 | 1 |
1 NORTH WEALTH SERVICES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
WEALTH EFFECTS LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Sandy Cove Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Leverty Financial Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Man Group plc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
CLEAR INVESTMENT RESEARCH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Operose Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
G2 CAPITAL MANAGEMENT, LLC / OH | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2013 | Q2 2013 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Creegan & Nassoura Financial Group, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2014 | Q4 2014 | 1 |
Achievement Holdings L.P. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2015 | Q3 2015 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Global Wealth Strategies & Associates | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Brown Shipley& Co Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Vienna Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
CIDEL ASSET MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2022 | Q4 2022 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Long Road Investment Counsel, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q1 2017 | Q1 2017 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
DAVIDSON KEMPNER PARTNERS | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2023 | Q1 2023 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2016 | Q3 2016 | 1 |
St. Johns Investment Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Bienville Capital Management, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2022 | Q1 2022 | 1 |
EverPoint Asset Management, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2015 | Q2 2015 | 1 |
PORTLAND INVESTMENT COUNSEL INC. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2017 | Q4 2017 | 1 |
Lighthouse Investment Partners, LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q4 2022 | Q4 2022 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
HAMEL ASSOCIATES, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2014 | Q1 2014 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
E&G Advisors, LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2018 | Q1 2018 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
GM Advisory Group, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2020 | Q1 2020 | 1 |
Keystone Financial Planning, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Axim Planning & Wealth | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
DRIVE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Beta Wealth Group, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2021 | Q1 2021 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Provident Investment Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2014 | Q2 2014 | 1 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2022 | Q3 2022 | 1 |
TOTAL INVESTMENT MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
WEATHERLY ASSET MANAGEMENT L. P. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2016 | Q2 2016 | 1 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 1.18% | 1.18% | 1.18% | Q4 2009 | Q4 2009 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ICON ADVISERS INC/CO | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2022 | Q3 2022 | 1 |
Fidelis Capital Partners, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
CARLSON CAPITAL L P | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2019 | Q4 2019 | 1 |
WHV Investments, Inc. | 1 | 1 | 2.29% | 2.29% | 2.29% | Q1 2016 | Q1 2016 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Fairholme Capital Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
MOODY LYNN & LIEBERSON, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q2 2013 | Q2 2013 | 1 |
Core Wealth Partners LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2022 | Q4 2022 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2014 | Q2 2014 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
LOEB PARTNERS CORP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2018 | Q4 2018 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
ASSET ADVISORS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
MITCHELL SINKLER & STARR/PA | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2013 | Q2 2013 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
New England Private Wealth Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2014 | Q3 2014 | 1 |
Prosperitas Financial LLC | 1 | 1 | 1.12% | 1.12% | 1.12% | Q3 2023 | Q3 2023 | 1 |
Allen Mooney & Barnes Investment Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Matarin Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2016 | Q4 2016 | 1 |
Segment Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2014 | Q3 2014 | 1 |
StellarOne CORP | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2013 | Q3 2013 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
Camelot Portfolios, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2016 | Q4 2016 | 1 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Ergoteles LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2021 | Q2 2021 | 1 |
Trutina Financial LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
BLOOM TREE PARTNERS, LLC | 1 | 1 | 5.47% | 5.47% | 5.47% | Q1 2023 | Q1 2023 | 1 |
Glacier Peak Capital LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q2 2013 | Q2 2013 | 1 |
Mariner Wealth Advisors-Cincinnati, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
Thomasville National Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Sterling Global Strategies LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2018 | Q4 2018 | 1 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2014 | Q4 2014 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Bank Julius Baer & Co. Ltd, Zurich | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
Cowen Prime Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Copeland Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Summit Place Financial Advisors, LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q4 2019 | Q4 2019 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Triangle Securities Wealth Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Myriad Asset Management Ltd. | 1 | 1 | 1.52% | 1.52% | 1.52% | Q1 2022 | Q1 2022 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Pension Partners, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2019 | Q2 2019 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Lombard Odier Asset Management (Switzerland) SA | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2014 | Q3 2014 | 1 |
BENEDICT FINANCIAL ADVISORS INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2014 | Q4 2014 | 1 |
Silverleafe Capital Partners, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2018 | Q4 2018 | 1 |
Weatherstone Capital Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q4 2013 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q1 2022 | 1 |
Skandinaviska Enskilda Banken AB (publ) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Neuberger Berman Canada ULC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2013 | Q3 2013 | 1 |
Cove Street Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
Cambria Investment Management, L.P. | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2014 | Q4 2014 | 1 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2018 | Q3 2018 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
RWC Asset Management LLP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2018 | Q1 2018 | 1 |
Stelac Advisory Services LLC | 1 | 1 | 3.97% | 3.97% | 3.97% | Q4 2022 | Q4 2022 | 1 |
ARROWGRASS CAPITAL PARTNERS LLP | 1 | 1 | 1.46% | 1.46% | 1.46% | Q3 2013 | Q3 2013 | 1 |
iAB Financial Bank | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2016 | Q4 2016 | 1 |
PointState Capital LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Renaissance Investment Group LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2014 | Q2 2014 | 1 |
AT Bancorp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
QS Investors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
STRATTON MANAGEMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
DAVIS-REA LTD. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2019 | Q1 2019 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2017 | Q1 2017 | 1 |
Smith, Salley & Associates | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2014 | Q2 2014 | 1 |
Saratoga Research & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2017 | Q1 2017 | 1 |
Cowen Investment Management LLC | 1 | 1 | 7.32% | 7.32% | 7.32% | Q4 2019 | Q4 2019 | 1 |
Constellation Wealth Advisors, LLC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q2 2013 | Q2 2013 | 1 |
HC FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
BRR OpCo, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 1.39% | 1.39% | 1.39% | Q3 2013 | Q3 2013 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Ensign Peak Advisors, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
GETCO Holding Company, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
GALAXY CAPITAL TRADING LTD | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2013 | Q2 2013 | 1 |
ADVANCE CAPITAL I INC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2014 | Q4 2014 | 1 |
Eagle Ridge Investment Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
RUSHMORE INVESTMENT ADVISORS, INC. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2013 | Q2 2013 | 1 |
Truepoint, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2014 | Q3 2014 | 1 |
Assured Investment Management LLC | 1 | 1 | 1.20% | 1.20% | 1.20% | Q2 2018 | Q2 2018 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2016 | Q1 2016 | 1 |
TBP Investments Management, LLC | 1 | 1 | 6.81% | 6.81% | 6.81% | Q2 2013 | Q2 2013 | 1 |
CATAPULT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2015 | Q3 2015 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2013 | Q3 2013 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2014 | Q1 2014 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Rainier Group Investment Advisory LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2016 | Q4 2016 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2013 | Q3 2013 | 1 |
3G Capital Partners | 1 | 1 | 3.55% | 3.55% | 3.55% | Q3 2017 | Q3 2017 | 1 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
K.J. Harrison & Partners Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
VNBTrust, National Association | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
683 Capital Management, LLC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q2 2013 | Q2 2013 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
STATE OF WISCONSIN INVESTMENT BOARD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
LEVEL FOUR FINANCIAL, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
Telemus Investment Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
Barton Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Marble Harbor Investment Counsel, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2014 | Q1 2014 | 1 |
Visium Asset Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
BCM ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Leith Wheeler Investment Counsel Ltd. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2015 | Q4 2015 | 1 |
WestEnd Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
BTR CAPITAL MANAGEMENT INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
Hugh Johnson Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2014 | Q2 2014 | 1 |
Private Wealth Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
FIRST QUADRANT LLC/CA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
INSIGHT 2811, INC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
Virtus Fund Advisers, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2017 | Q4 2017 | 1 |
Kamunting Street Capital Management, L.P. | 1 | 1 | 1.15% | 1.15% | 1.15% | Q4 2019 | Q4 2019 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
CARL DOMINO INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2016 | Q1 2016 | 1 |
Ziegler Capital Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
OVERSEA-CHINESE BANKING Corp Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
COOLIDGE FRANCIS L | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2013 | Q2 2013 | 1 |
CUTLER INVESTMENT COUNSEL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
GoldenTree Asset Management | 1 | 1 | 1.31% | 1.31% | 1.31% | Q4 2017 | Q4 2017 | 1 |
BP CAPITAL MANAGEMENT L P | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2013 | Q2 2013 | 1 |
Pennant Capital Management, LLC | 1 | 1 | 1.82% | 1.82% | 1.82% | Q2 2016 | Q2 2016 | 1 |
ASCEND CAPITAL, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2015 | Q4 2015 | 1 |
GENESEE VALLEY TRUST CO | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2013 | Q2 2013 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
RBA Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
JBJ Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
MONOGRAPH WEALTH ADVISORS, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
RDA Financial Network | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2019 | Q1 2019 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
KMG FIDUCIARY PARTNERS, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2018 | Q4 2018 | 1 |
Ameraudi Asset Management, Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2019 | Q4 2019 | 1 |
Atwater Malick LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
MIK Capital, LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2021 | Q3 2021 | 1 |
HNP Capital LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2020 | Q1 2020 | 1 |
Cinctive Capital Management LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
PUBLIC INVESTMENT FUND | 1 | 1 | 8.47% | 8.47% | 8.47% | Q1 2020 | Q1 2020 | 1 |
Traverso Chambers Private Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q1 2019 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
IFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Claro Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Watson Rebecca | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
MQS Management LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2023 | Q2 2023 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
BCS Wealth Management | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
Capital Square, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2020 | Q1 2020 | 1 |
United Capital Management of KS, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2018 | Q3 2018 | 1 |
WESTWOOD MANAGEMENT CORP /IL/ | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
Modus Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Detalus Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
CAZENOVE CAPITAL MANAGEMENT LTD | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2013 | Q2 2013 | 1 |
Sepio Capital, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2018 | Q4 2018 | 1 |
Briaud Financial Planning, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
INHERENT GROUP, LP | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2021 | Q2 2021 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Single Point Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Cox Capital Mgt LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
External links
This page lists all the filers that currently own BP PLC or have owned BP PLC in the past.