Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Zuckerman Investment Group, LLC | 51 | 51 | 0.07% | 0.23% | 1.60% | Q1 2011 | Q3 2023 | 51 |
HUNTINGTON NATIONAL BANK | 26 | 1 | 0.00% | 0.03% | 0.07% | Q1 2009 | Q3 2023 | 50 |
FLOSSBACH VON STORCH AG | 44 | 6 | 0.00% | 0.09% | 1.08% | Q4 2010 | Q3 2023 | 50 |
MUFG Americas Holdings Corp | 48 | 48 | 0.02% | 0.05% | 0.08% | Q4 2010 | Q3 2022 | 48 |
Zhang Financial LLC | 47 | 47 | 0.12% | 0.66% | 1.41% | Q1 2012 | Q3 2023 | 47 |
HSBC HOLDINGS PLC | 47 | 47 | 0.05% | 0.18% | 0.48% | Q1 2012 | Q3 2023 | 47 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.02% | 0.08% | Q1 2012 | Q3 2023 | 46 |
Bank of New York Mellon Corp | 42 | 4 | 0.02% | 0.20% | 3.22% | Q1 2012 | Q3 2023 | 46 |
CHECK CAPITAL MANAGEMENT INC/CA | 45 | 45 | 0.82% | 1.27% | 2.43% | Q3 2012 | Q3 2023 | 45 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.01% | 0.07% | 0.30% | Q2 2013 | Q3 2023 | 44 |
East Coast Asset Management, LLC. | 44 | 44 | 0.30% | 0.80% | 1.48% | Q4 2012 | Q3 2023 | 44 |
BEACH INVESTMENT COUNSEL INC/PA | 44 | 44 | 0.05% | 0.10% | 0.21% | Q1 2013 | Q4 2023 | 44 |
Cetera Advisor Networks LLC | 43 | 43 | 0.03% | 0.12% | 0.30% | Q1 2013 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.30% | 0.35% | 0.43% | Q4 2012 | Q2 2023 | 43 |
BROWN ADVISORY INC | 42 | 42 | 0.00% | 0.17% | 0.24% | Q2 2013 | Q3 2023 | 43 |
Citizens Business Bank | 31 | 12 | 0.07% | 0.11% | 0.25% | Q4 2012 | Q3 2023 | 43 |
TRUST CO OF TOLEDO NA /OH/ | 43 | 43 | 0.12% | 0.19% | 0.28% | Q2 2013 | Q4 2023 | 43 |
CPWM, LLC | 39 | 4 | 0.16% | 0.39% | 0.96% | Q4 2011 | Q3 2022 | 43 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.66% | 2.36% | 3.64% | Q1 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.02% | 0.05% | 0.09% | Q1 2013 | Q3 2023 | 43 |
YACKTMAN ASSET MANAGEMENT LP | 42 | 42 | 0.02% | 0.13% | 0.30% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.02% | 0.11% | 0.18% | Q2 2013 | Q3 2023 | 42 |
ASHFORD CAPITAL MANAGEMENT INC | 42 | 42 | 0.74% | 1.02% | 1.72% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
EVERETT HARRIS & CO /CA/ | 42 | 42 | 8.63% | 10.72% | 12.55% | Q2 2013 | Q3 2023 | 42 |
DAVENPORT & Co LLC | 42 | 42 | 0.01% | 0.09% | 0.11% | Q2 2013 | Q3 2023 | 42 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 42 | 42 | 0.42% | 0.57% | 0.73% | Q2 2013 | Q3 2023 | 42 |
FENIMORE ASSET MANAGEMENT INC | 42 | 42 | 1.32% | 2.05% | 2.96% | Q2 2013 | Q3 2023 | 42 |
EDGAR LOMAX CO/VA | 42 | 42 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 42 |
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | 42 | 42 | 1.53% | 2.18% | 3.58% | Q2 2013 | Q3 2023 | 42 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 42 | 42 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
WS MANAGEMENT LLLP | 42 | 42 | 6.76% | 14.81% | 26.47% | Q2 2013 | Q3 2023 | 42 |
COMPASS CAPITAL MANAGEMENT, INC | 42 | 42 | 0.23% | 0.31% | 0.39% | Q2 2013 | Q3 2023 | 42 |
BAHL & GAYNOR INC | 42 | 42 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
BLACKHILL CAPITAL INC | 42 | 42 | 0.15% | 0.25% | 0.35% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 42 |
LEE DANNER & BASS INC | 42 | 42 | 0.07% | 0.13% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Aristotle Capital Management, LLC | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Gardner Russo & Gardner | 42 | 42 | 8.55% | 10.44% | 14.38% | Q2 2013 | Q3 2023 | 42 |
SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 42 | 42 | 0.05% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.52% | 1.44% | 2.43% | Q2 2013 | Q3 2023 | 42 |
Edgewood Management | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
KLINGENSTEIN FIELDS & CO LP | 42 | 42 | 0.13% | 0.22% | 0.69% | Q2 2013 | Q3 2023 | 42 |
ROTHSCHILD INVESTMENT LLC /IL | 42 | 42 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q3 2023 | 42 |
CRAWFORD INVESTMENT COUNSEL INC | 42 | 42 | 0.04% | 0.08% | 0.10% | Q2 2013 | Q3 2023 | 42 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.04% | 0.10% | 0.18% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.03% | 1.12% | Q2 2013 | Q3 2023 | 42 |
GAMCO INVESTORS, INC. ET AL | 42 | 42 | 0.03% | 0.11% | 0.28% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FRONT BARNETT ASSOCIATES LLC | 42 | 42 | 0.07% | 0.09% | 0.13% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
CARRET ASSET MANAGEMENT, LLC | 42 | 42 | 0.65% | 0.80% | 1.11% | Q2 2013 | Q3 2023 | 42 |
ASSOCIATED BANC-CORP | 42 | 42 | 0.05% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Avenir Corp | 42 | 42 | 0.16% | 0.26% | 0.36% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.10% | 0.30% | 0.52% | Q2 2013 | Q3 2023 | 42 |
SouthState Corp | 42 | 42 | 0.09% | 0.11% | 0.16% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.15% | 0.26% | 0.40% | Q2 2013 | Q3 2023 | 42 |
TIMUCUAN ASSET MANAGEMENT INC/FL | 42 | 42 | 5.74% | 7.85% | 10.48% | Q2 2013 | Q3 2023 | 42 |
AMERICAN CENTURY COMPANIES INC | 42 | 42 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q3 2023 | 42 |
ARMSTRONG SHAW ASSOCIATES INC/CT | 42 | 42 | 0.13% | 4.59% | 11.17% | Q2 2013 | Q3 2023 | 42 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 42 | 42 | 0.16% | 0.26% | 0.37% | Q2 2013 | Q3 2023 | 42 |
INTRUST BANK NA | 42 | 42 | 0.37% | 0.74% | 1.02% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
STOCK YARDS BANK & TRUST CO | 42 | 42 | 0.02% | 0.19% | 0.56% | Q2 2013 | Q3 2023 | 42 |
DAVIS SELECTED ADVISERS | 42 | 42 | 3.65% | 4.96% | 6.72% | Q2 2013 | Q3 2023 | 42 |
Tweedy, Browne Co LLC | 42 | 42 | 4.78% | 10.08% | 18.97% | Q2 2013 | Q3 2023 | 42 |
FOSTER DYKEMA CABOT & CO INC/MA | 42 | 42 | 0.25% | 2.17% | 4.76% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
BOSTON FAMILY OFFICE LLC | 42 | 42 | 0.08% | 0.13% | 0.56% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.02% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
MAI Capital Management | 42 | 42 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
BARR E S & CO | 42 | 42 | 0.94% | 1.10% | 1.42% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 18.11% | 24.73% | 38.40% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.48% | 0.56% | 0.69% | Q2 2013 | Q3 2023 | 42 |
NEVILLE RODIE & SHAW INC | 42 | 42 | 0.28% | 0.43% | 0.67% | Q3 2013 | Q4 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.04% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
SAYBROOK CAPITAL /NC | 42 | 42 | 3.37% | 4.54% | 5.60% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.16% | 0.37% | 0.52% | Q2 2013 | Q3 2023 | 42 |
GENERAL AMERICAN INVESTORS CO INC | 42 | 42 | 1.59% | 3.16% | 5.24% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.03% | 0.10% | 0.25% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL BANK OF OMAHA | 42 | 42 | 0.09% | 0.60% | 1.01% | Q2 2013 | Q3 2023 | 42 |
M&T BANK CORP | 42 | 42 | 0.02% | 0.07% | 0.54% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.45% | 0.82% | 1.34% | Q2 2013 | Q3 2023 | 42 |
PEAPACK GLADSTONE FINANCIAL CORP | 42 | 42 | 0.01% | 0.14% | 0.50% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
FIDUCIARY TRUST CO | 42 | 42 | 0.02% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BOSTON FINANCIAL MANGEMENT LLC | 42 | 42 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.73% | 1.02% | 1.54% | Q2 2013 | Q3 2023 | 42 |
PITCAIRN CO | 42 | 42 | 0.06% | 1.40% | 2.12% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
GLENMEDE TRUST CO NA | 42 | 42 | 0.04% | 0.09% | 0.15% | Q2 2013 | Q3 2023 | 42 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
KING LUTHER CAPITAL MANAGEMENT CORP | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
BRISTOL JOHN W & CO INC /NY/ | 42 | 42 | 0.04% | 0.08% | 0.13% | Q2 2013 | Q3 2023 | 42 |
DODGE & COX | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.01% | 0.04% | 0.39% | Q2 2013 | Q3 2023 | 42 |
Ameritas Investment Partners, Inc. | 42 | 42 | 0.00% | 0.09% | 0.32% | Q2 2013 | Q3 2023 | 42 |
YCG, LLC | 42 | 42 | 0.27% | 1.45% | 6.05% | Q2 2013 | Q3 2023 | 42 |
ARMSTRONG HENRY H ASSOCIATES INC | 42 | 42 | 14.62% | 20.33% | 36.80% | Q2 2013 | Q3 2023 | 42 |
INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV | 42 | 42 | 8.99% | 23.22% | 54.09% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.07% | 0.75% | 2.26% | Q2 2013 | Q4 2023 | 42 |
DF DENT & CO INC | 42 | 42 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 42 | 42 | 0.09% | 0.42% | 0.87% | Q2 2013 | Q3 2023 | 42 |
Mraz, Amerine & Associates, Inc. | 42 | 42 | 0.59% | 0.71% | 0.88% | Q2 2013 | Q3 2023 | 42 |
GREATMARK INVESTMENT PARTNERS, INC. | 42 | 42 | 0.08% | 0.16% | 0.22% | Q2 2013 | Q3 2023 | 42 |
FineMark National Bank & Trust | 42 | 42 | 0.07% | 0.25% | 0.88% | Q2 2013 | Q3 2023 | 42 |
Boston Trust Walden Corp | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisors LLC | 42 | 42 | 0.00% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Timber Creek Capital Management LLC | 42 | 42 | 0.13% | 0.18% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Summit Asset Management, LLC | 42 | 42 | 0.40% | 0.71% | 1.06% | Q2 2013 | Q3 2023 | 42 |
Wellington Shields Capital Management, LLC | 42 | 42 | 0.06% | 0.09% | 0.19% | Q2 2013 | Q3 2023 | 42 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
THOMAS STORY & SON LLC | 42 | 42 | 0.18% | 0.42% | 0.60% | Q2 2013 | Q3 2023 | 42 |
VISTA CAPITAL PARTNERS, INC. | 42 | 42 | 0.08% | 0.17% | 0.25% | Q2 2013 | Q3 2023 | 42 |
BECK MACK & OLIVER LLC | 42 | 42 | 0.07% | 0.23% | 0.50% | Q2 2013 | Q3 2023 | 42 |
Pacifica Capital Investments, LLC | 42 | 42 | 1.45% | 1.98% | 2.56% | Q2 2013 | Q3 2023 | 42 |
CAMBRIDGE TRUST CO | 42 | 42 | 0.35% | 1.27% | 2.08% | Q2 2013 | Q3 2023 | 42 |
SHAYNE & JACOBS, LLC | 42 | 42 | 5.85% | 7.99% | 11.03% | Q2 2013 | Q3 2023 | 42 |
Evercore Wealth Management, LLC | 42 | 42 | 0.08% | 0.13% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Johnson Financial Group, Inc. | 42 | 42 | 0.03% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Wallace Capital Management Inc. | 42 | 42 | 0.50% | 0.79% | 1.39% | Q2 2013 | Q3 2023 | 42 |
CADINHA & CO LLC | 42 | 42 | 0.12% | 0.20% | 0.30% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.04% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.10% | 0.17% | 0.34% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.07% | 0.36% | 0.61% | Q2 2013 | Q3 2023 | 42 |
AR ASSET MANAGEMENT INC | 42 | 42 | 1.43% | 1.94% | 2.68% | Q2 2013 | Q3 2023 | 42 |
SCHULHOFF & CO INC | 42 | 42 | 1.52% | 1.99% | 2.96% | Q2 2013 | Q3 2023 | 42 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Crestwood Advisors Group, LLC | 42 | 42 | 0.36% | 0.78% | 1.28% | Q2 2013 | Q3 2023 | 42 |
Spears Abacus Advisors LLC | 42 | 42 | 0.05% | 0.16% | 0.23% | Q2 2013 | Q3 2023 | 42 |
BISLETT MANAGEMENT, LLC | 42 | 42 | 3.90% | 6.58% | 13.11% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.32% | 0.48% | 0.73% | Q2 2013 | Q3 2023 | 42 |
Plante Moran Financial Advisors, LLC | 42 | 42 | 0.09% | 0.61% | 2.74% | Q2 2013 | Q3 2023 | 42 |
Capital World Investors | 42 | 42 | 0.01% | 0.80% | 1.85% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.04% | 0.10% | 0.63% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
SMITH CHAS P & ASSOCIATES PA CPAS | 42 | 42 | 0.31% | 0.40% | 0.49% | Q2 2013 | Q3 2023 | 42 |
Choate Investment Advisors | 42 | 42 | 0.27% | 0.39% | 0.95% | Q2 2013 | Q3 2023 | 42 |
Penobscot Investment Management Company, Inc. | 42 | 42 | 0.11% | 0.14% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Southeast Asset Advisors Inc. | 42 | 42 | 1.48% | 2.59% | 3.88% | Q2 2013 | Q3 2023 | 42 |
ALLEN OPERATIONS LLC | 42 | 42 | 2.57% | 6.85% | 11.58% | Q2 2013 | Q3 2023 | 42 |
Chou Associates Management | 42 | 42 | 2.83% | 22.58% | 56.66% | Q2 2013 | Q3 2023 | 42 |
AMG National Trust Bank | 42 | 42 | 0.40% | 0.55% | 0.80% | Q2 2013 | Q3 2023 | 42 |
Ballentine Partners, LLC | 42 | 42 | 0.04% | 0.33% | 3.29% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.50% | 0.63% | 0.82% | Q2 2012 | Q4 2022 | 42 |
Baker Ellis Asset Management LLC | 42 | 42 | 1.03% | 1.35% | 1.86% | Q2 2013 | Q3 2023 | 42 |
BBR PARTNERS, LLC | 42 | 42 | 0.06% | 0.20% | 0.76% | Q2 2013 | Q3 2023 | 42 |
Matthew 25 Management Corp | 42 | 42 | 4.53% | 5.35% | 7.36% | Q2 2013 | Q3 2023 | 42 |
Locust Wood Capital Advisers | 42 | 42 | 1.11% | 1.91% | 2.96% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
ALLEN HOLDING INC /NY | 42 | 42 | 19.28% | 23.26% | 27.84% | Q2 2013 | Q3 2023 | 42 |
PARTHENON LLC | 42 | 42 | 0.42% | 0.52% | 0.68% | Q2 2013 | Q3 2023 | 42 |
United American Securities Inc. (d/b/a UAS Asset Management) | 42 | 42 | 0.10% | 0.22% | 0.42% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.02% | 0.10% | 0.56% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.19% | 0.23% | 0.30% | Q2 2013 | Q3 2023 | 42 |
BRIDGES INVESTMENT MANAGEMENT INC | 42 | 42 | 3.07% | 7.02% | 13.26% | Q2 2013 | Q3 2023 | 42 |
North Star Investment Management Corp. | 42 | 42 | 0.15% | 0.18% | 0.26% | Q2 2013 | Q3 2023 | 42 |
ALTA CAPITAL MANAGEMENT LLC/ | 42 | 42 | 0.02% | 0.20% | 0.43% | Q2 2013 | Q3 2023 | 42 |
HARVEY INVESTMENT CO LLC | 42 | 42 | 1.62% | 2.15% | 2.42% | Q2 2013 | Q3 2023 | 42 |
Bragg Financial Advisors, Inc | 42 | 42 | 0.13% | 0.34% | 0.55% | Q2 2013 | Q3 2023 | 42 |
Markel Corporation | 42 | 42 | 5.16% | 6.07% | 7.15% | Q2 2013 | Q3 2023 | 42 |
First Eagle Investment Management, LLC | 42 | 42 | 0.82% | 1.29% | 1.95% | Q2 2013 | Q3 2023 | 42 |
BURKE & HERBERT BANK & TRUST CO | 42 | 42 | 0.23% | 0.70% | 1.21% | Q2 2013 | Q3 2023 | 42 |
Coastline Trust Co | 42 | 42 | 0.17% | 0.20% | 0.31% | Q2 2013 | Q3 2023 | 42 |
GRIMES & COMPANY, INC. | 42 | 42 | 0.07% | 0.14% | 0.31% | Q2 2013 | Q3 2023 | 42 |
TAURUS ASSET MANAGEMENT, LLC | 42 | 42 | 0.08% | 0.32% | 0.52% | Q2 2013 | Q3 2023 | 42 |
Burgundy Asset Management Ltd. | 42 | 42 | 0.59% | 0.84% | 1.25% | Q2 2013 | Q3 2023 | 42 |
Essex Financial Services, Inc. | 42 | 42 | 0.17% | 1.24% | 2.24% | Q2 2013 | Q3 2023 | 42 |
Edgemoor Investment Advisors, Inc. | 42 | 42 | 0.06% | 0.28% | 0.67% | Q2 2013 | Q3 2023 | 42 |
Hills Bank & Trust Co | 42 | 42 | 0.28% | 0.38% | 0.63% | Q2 2013 | Q3 2023 | 42 |
WEBSTER BANK, N. A. | 42 | 42 | 0.04% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Douglass Winthrop Advisors, LLC | 42 | 42 | 0.97% | 1.15% | 1.38% | Q2 2013 | Q3 2023 | 42 |
GRANDFIELD & DODD, LLC | 42 | 42 | 0.40% | 0.67% | 0.96% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.04% | 0.13% | 0.30% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.03% | 2.93% | 5.94% | Q2 2013 | Q3 2023 | 42 |
WEIK CAPITAL MANAGEMENT | 42 | 42 | 2.22% | 2.76% | 3.72% | Q2 2013 | Q3 2023 | 42 |
BEDDOW CAPITAL MANAGEMENT INC | 42 | 42 | 1.44% | 2.14% | 2.75% | Q2 2013 | Q3 2023 | 42 |
CHELSEA COUNSEL CO | 42 | 42 | 0.21% | 0.49% | 0.82% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.49% | 0.71% | 0.98% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.79% | 1.15% | 1.92% | Q2 2013 | Q3 2023 | 42 |
RICE HALL JAMES & ASSOCIATES, LLC | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
FOUNDATION RESOURCE MANAGEMENT INC | 42 | 42 | 0.07% | 0.26% | 0.49% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 42 | 42 | 0.13% | 0.17% | 0.61% | Q2 2013 | Q3 2023 | 42 |
SPINNAKER TRUST | 42 | 42 | 0.08% | 0.20% | 0.52% | Q2 2013 | Q3 2023 | 42 |
PRIVATE MANAGEMENT GROUP INC | 42 | 42 | 0.24% | 0.41% | 0.62% | Q2 2013 | Q3 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Semper Augustus Investments Group | 42 | 42 | 8.56% | 13.46% | 19.16% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.03% | 0.44% | 0.82% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.17% | 1.54% | 3.42% | Q2 2013 | Q3 2023 | 42 |
RBF Capital, LLC | 42 | 42 | 2.11% | 6.86% | 10.30% | Q2 2013 | Q3 2023 | 42 |
HARVEY CAPITAL MANAGEMENT INC | 42 | 42 | 0.13% | 0.28% | 0.39% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VERMONT | 42 | 42 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
KARPAS STRATEGIES, LLC | 42 | 42 | 0.38% | 0.64% | 1.37% | Q2 2013 | Q3 2023 | 42 |
MOGY JOEL R INVESTMENT COUNSEL INC | 42 | 42 | 0.37% | 0.49% | 0.62% | Q2 2013 | Q3 2023 | 42 |
BRANDYWINE TRUST CO | 42 | 42 | 2.51% | 6.39% | 9.50% | Q2 2013 | Q3 2023 | 42 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 42 | 42 | 0.02% | 0.27% | 0.41% | Q2 2013 | Q3 2023 | 42 |
OSTERWEIS CAPITAL MANAGEMENT INC | 42 | 42 | 0.02% | 0.11% | 0.24% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.23% | 0.37% | 0.49% | Q2 2013 | Q3 2023 | 42 |
Fairfax Financial Holdings | 42 | 42 | 0.01% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 42 |
PRIO WEALTH LIMITED PARTNERSHIP | 42 | 42 | 0.01% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 42 |
SCHWARTZ INVESTMENT COUNSEL INC | 42 | 42 | 0.03% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 42 | 42 | 0.12% | 0.59% | 1.18% | Q2 2013 | Q3 2023 | 42 |
BOKF, NA | 32 | 9 | 0.01% | 0.09% | 0.19% | Q2 2013 | Q3 2023 | 41 |
SEGALL BRYANT & HAMILL, LLC | 38 | 3 | 0.07% | 0.11% | 0.16% | Q1 2013 | Q2 2023 | 41 |
BRADLEY FOSTER & SARGENT INC/CT | 28 | 13 | 0.06% | 0.08% | 0.11% | Q2 2013 | Q3 2023 | 41 |
ROBERTS GLORE & CO INC /IL/ | 26 | 15 | 0.83% | 1.11% | 1.51% | Q2 2013 | Q3 2023 | 41 |
PARSONS CAPITAL MANAGEMENT INC/RI | 28 | 13 | 0.11% | 0.48% | 1.84% | Q2 2013 | Q3 2023 | 41 |
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | 37 | 4 | 4.44% | 5.38% | 7.24% | Q2 2013 | Q3 2023 | 41 |
SHIKIAR ASSET MANAGEMENT INC | 38 | 3 | 0.12% | 0.26% | 0.48% | Q2 2013 | Q3 2023 | 41 |
MAIRS & POWER INC | 41 | 41 | 0.01% | 0.03% | 0.04% | Q3 2013 | Q3 2023 | 41 |
WASHINGTON TRUST Co | 26 | 15 | 0.05% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 41 |
BIRINYI ASSOCIATES INC | 41 | 41 | 0.48% | 1.74% | 3.05% | Q3 2013 | Q3 2023 | 41 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 41 | 41 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 41 |
FIRST FOUNDATION ADVISORS | 38 | 3 | 0.13% | 0.27% | 0.67% | Q2 2013 | Q3 2023 | 41 |
NORRIS PERNE & FRENCH LLP/MI | 29 | 12 | 0.04% | 0.72% | 1.21% | Q2 2013 | Q3 2023 | 41 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 36 | 5 | 0.09% | 0.15% | 0.22% | Q2 2013 | Q3 2023 | 41 |
MONTGOMERY INVESTMENT MANAGEMENT INC | 41 | 41 | 0.30% | 0.42% | 0.54% | Q2 2013 | Q2 2023 | 41 |
Permit Capital, LLC | 31 | 10 | 0.20% | 0.58% | 1.66% | Q2 2013 | Q3 2023 | 41 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 37 | 4 | 0.13% | 0.38% | 0.85% | Q2 2013 | Q3 2023 | 41 |
Rathbones Group PLC | 39 | 2 | 0.04% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 41 |
K.J. Harrison & Partners Inc | 41 | 41 | 0.61% | 1.27% | 2.80% | Q2 2013 | Q2 2023 | 41 |
Hikari Tsushin, Inc. | 33 | 8 | 25.37% | 47.32% | 60.76% | Q2 2013 | Q3 2023 | 41 |
ASPIRIANT, LLC | 23 | 18 | 0.13% | 0.21% | 0.34% | Q2 2013 | Q3 2023 | 41 |
Shelter Mutual Insurance Co | 34 | 7 | 4.59% | 5.62% | 6.62% | Q2 2013 | Q3 2023 | 41 |
DekaBank Deutsche Girozentrale | 41 | 41 | 0.00% | 0.05% | 0.14% | Q3 2013 | Q3 2023 | 41 |
Chevy Chase Trust Holdings, LLC | 41 | 41 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 41 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 37 | 4 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 41 |
Savant Capital, LLC | 22 | 19 | 0.02% | 0.14% | 0.54% | Q2 2013 | Q3 2023 | 41 |
Creative Planning | 33 | 8 | 0.00% | 0.23% | 0.44% | Q2 2013 | Q3 2023 | 41 |
Baystate Wealth Management LLC | 40 | 1 | 0.04% | 0.09% | 0.17% | Q2 2013 | Q3 2023 | 41 |
Murphy Pohlad Asset Management LLC | 30 | 11 | 0.15% | 0.45% | 0.71% | Q2 2013 | Q3 2023 | 41 |
SYNOVUS FINANCIAL CORP | 35 | 6 | 0.01% | 0.33% | 0.83% | Q2 2013 | Q3 2023 | 41 |
PARK NATIONAL CORP /OH/ | 34 | 3 | 0.44% | 0.60% | 0.75% | Q2 2013 | Q4 2023 | 41 |
BRYN MAWR TRUST Co | 31 | 10 | 0.01% | 0.02% | 0.04% | Q1 2013 | Q3 2023 | 41 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 29 | 12 | 0.25% | 0.39% | 0.62% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 41 |
FAYEZ SAROFIM & CO | 40 | 1 | 0.24% | 0.43% | 0.71% | Q2 2013 | Q3 2023 | 41 |
HARTLINE INVESTMENT CORP/ | 37 | 4 | 10.32% | 17.79% | 24.33% | Q2 2013 | Q3 2023 | 41 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
FINANCIAL COUNSELORS INC | 28 | 13 | 0.06% | 0.15% | 0.26% | Q2 2013 | Q3 2023 | 41 |
STATE STREET CORP | 32 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.01% | 0.05% | 0.22% | Q4 2013 | Q3 2023 | 40 |
ROCKY MOUNTAIN ADVISERS, LLC | 40 | 40 | 1.50% | 2.55% | 5.26% | Q4 2013 | Q3 2023 | 40 |
SHUFRO ROSE & CO LLC | 39 | 1 | 0.04% | 0.56% | 1.28% | Q3 2012 | Q4 2022 | 40 |
HighTower Advisors, LLC | 17 | 8 | 0.03% | 1.26% | 4.10% | Q2 2013 | Q3 2023 | 40 |
CREDIT AGRICOLE S A | 30 | 5 | 0.00% | 0.08% | 0.33% | Q2 2013 | Q3 2023 | 40 |
HM PAYSON & CO | 22 | 18 | 0.31% | 0.38% | 0.50% | Q2 2013 | Q3 2023 | 40 |
CITY HOLDING CO | 40 | 40 | 0.07% | 0.16% | 0.24% | Q4 2013 | Q3 2023 | 40 |
BOK Financial Private Wealth, Inc. | 27 | 2 | 0.03% | 0.13% | 0.22% | Q2 2013 | Q3 2023 | 40 |
Haverford Trust Co | 39 | 1 | 0.03% | 0.16% | 0.31% | Q3 2013 | Q3 2023 | 40 |
Smith, Salley & Associates | 31 | 9 | 0.03% | 0.08% | 0.55% | Q2 2013 | Q3 2023 | 40 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 38 | 2 | 0.33% | 2.78% | 4.06% | Q3 2013 | Q3 2023 | 40 |
Thomasville National Bank | 27 | 13 | 0.08% | 0.12% | 0.25% | Q3 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.03% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 40 |
HENNESSY ADVISORS INC | 29 | 11 | 0.18% | 0.80% | 1.85% | Q3 2013 | Q3 2023 | 40 |
Bridgecreek Investment Management, LLC | 40 | 40 | 0.10% | 0.13% | 0.21% | Q2 2013 | Q1 2023 | 40 |
PECAUT & CO. | 40 | 40 | 2.54% | 4.44% | 5.68% | Q4 2013 | Q3 2023 | 40 |
ALLIANCEBERNSTEIN L.P. | 31 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
SCOTIA CAPITAL INC. | 28 | 4 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 40 |
Capital Advisors, Ltd. LLC | 40 | 40 | 0.07% | 0.09% | 0.12% | Q4 2013 | Q3 2023 | 40 |
JOHNSON INVESTMENT COUNSEL INC | 37 | 3 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 40 |
COLDSTREAM CAPITAL MANAGEMENT INC | 37 | 3 | 0.06% | 0.19% | 0.52% | Q2 2013 | Q2 2023 | 40 |
PALISADE CAPITAL MANAGEMENT, LP | 25 | 15 | 0.07% | 0.10% | 0.14% | Q4 2012 | Q3 2023 | 40 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.04% | 0.07% | 0.10% | Q1 2014 | Q3 2023 | 39 |
CHOREO, LLC | 39 | 39 | 0.15% | 0.85% | 2.29% | Q1 2014 | Q3 2023 | 39 |
Brinker Capital Investments, LLC | 39 | 39 | 0.01% | 0.04% | 0.05% | Q2 2013 | Q4 2022 | 39 |
WASHINGTON TRUST BANK | 39 | 39 | 0.96% | 1.37% | 1.84% | Q1 2014 | Q3 2023 | 39 |
CIBC WORLD MARKET INC. | 23 | 7 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 39 |
Rothschild & Co Wealth Management UK Ltd | 39 | 39 | 0.02% | 0.04% | 0.10% | Q1 2014 | Q3 2023 | 39 |
Cannell & Co. | 39 | 39 | 0.40% | 0.61% | 0.86% | Q1 2014 | Q3 2023 | 39 |
TORONTO DOMINION BANK | 18 | 2 | 0.03% | 0.06% | 0.14% | Q1 2013 | Q3 2023 | 39 |
Texas Yale Capital Corp. | 39 | 39 | 0.44% | 0.54% | 0.77% | Q1 2014 | Q3 2023 | 39 |
Hikari Power Ltd | 39 | 39 | 13.54% | 26.22% | 40.68% | Q1 2014 | Q3 2023 | 39 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.27% | 0.32% | 0.48% | Q2 2013 | Q4 2022 | 39 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 25 | 5 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 39 |
MIDDLETON & CO INC/MA | 39 | 39 | 0.13% | 0.19% | 0.22% | Q1 2014 | Q3 2023 | 39 |
VICUS CAPITAL | 29 | 10 | 0.61% | 0.82% | 1.09% | Q4 2013 | Q3 2023 | 39 |
1832 Asset Management L.P. | 39 | 39 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 39 |
SG Americas Securities, LLC | 30 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 39 |
LONDON CO OF VIRGINIA | 19 | 9 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 39 |
MONTAG A & ASSOCIATES INC | 27 | 12 | 0.03% | 0.17% | 0.37% | Q2 2013 | Q3 2023 | 39 |
AMERICAN NATIONAL BANK | 31 | 8 | 0.44% | 0.81% | 1.12% | Q2 2013 | Q3 2023 | 39 |
Compagnie Lombard Odier SCmA | 38 | 1 | 0.01% | 0.05% | 0.10% | Q4 2013 | Q3 2023 | 39 |
Sterneck Capital Management, LLC | 34 | 5 | 0.20% | 0.42% | 0.64% | Q2 2013 | Q2 2023 | 39 |
Avior Wealth Management, LLC | 25 | 14 | 0.07% | 0.18% | 0.36% | Q4 2013 | Q3 2023 | 39 |
OLD NATIONAL BANCORP /IN/ | 38 | 1 | 0.02% | 0.23% | 0.56% | Q2 2013 | Q3 2023 | 39 |
VESTOR CAPITAL, LLC | 16 | 5 | 0.25% | 0.32% | 0.44% | Q2 2013 | Q2 2023 | 38 |
Tarbox Family Office, Inc. | 28 | 10 | 0.35% | 0.68% | 1.25% | Q4 2013 | Q2 2023 | 38 |
Night Owl Capital Management, LLC | 31 | 3 | 0.06% | 0.14% | 0.39% | Q2 2013 | Q3 2023 | 38 |
Baldwin Investment Management, LLC | 34 | 4 | 39.93% | 54.51% | 63.66% | Q2 2013 | Q3 2023 | 38 |
ROOSEVELT INVESTMENT GROUP LLC | 38 | 38 | 0.02% | 0.08% | 0.19% | Q2 2013 | Q3 2022 | 38 |
VONTOBEL ASSET MANAGEMENT INC | 33 | 5 | 0.15% | 0.65% | 1.65% | Q2 2013 | Q3 2023 | 38 |
Court Place Advisors, LLC | 37 | 1 | 0.39% | 0.61% | 0.76% | Q1 2014 | Q3 2023 | 38 |
Arete Wealth Advisors, LLC | 32 | 3 | 0.05% | 0.53% | 0.82% | Q4 2013 | Q3 2023 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.27% | 0.33% | 0.48% | Q2 2013 | Q3 2022 | 38 |
MONARCH CAPITAL MANAGEMENT INC/ | 31 | 3 | 0.08% | 0.11% | 0.17% | Q2 2013 | Q3 2023 | 38 |
GAMBLE JONES INVESTMENT COUNSEL | 25 | 13 | 0.05% | 0.13% | 0.22% | Q2 2013 | Q4 2022 | 38 |
LINCOLN NATIONAL CORP | 38 | 38 | 0.02% | 0.06% | 0.13% | Q2 2014 | Q3 2023 | 38 |
CYPRESS CAPITAL MANAGEMENT LLC | 38 | 38 | 0.09% | 0.12% | 0.15% | Q2 2013 | Q3 2022 | 38 |
Cambridge Investment Research Advisors, Inc. | 26 | 1 | 0.05% | 0.10% | 0.37% | Q2 2013 | Q3 2023 | 38 |
CWM, LLC | 20 | 2 | 0.02% | 0.06% | 0.13% | Q3 2013 | Q3 2023 | 38 |
BLUESTEIN R H & CO LLC | 38 | 38 | 0.12% | 0.18% | 0.43% | Q2 2013 | Q3 2022 | 38 |
M. Kraus & Co | 29 | 8 | 0.14% | 0.21% | 0.49% | Q4 2013 | Q1 2023 | 37 |
Fisher Asset Management, LLC | 32 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 37 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 37 | 37 | 0.03% | 0.24% | 0.44% | Q2 2013 | Q2 2022 | 37 |
Regis Management CO LLC | 37 | 37 | 0.06% | 0.35% | 0.73% | Q3 2014 | Q3 2023 | 37 |
Allen Investment Management, LLC | 37 | 37 | 0.06% | 0.09% | 0.14% | Q3 2014 | Q3 2023 | 37 |
Busey Bank | 17 | 1 | 0.02% | 0.11% | 1.04% | Q2 2013 | Q3 2023 | 37 |
Reynders McVeigh Capital Management, LLC | 29 | 1 | 0.02% | 0.06% | 0.82% | Q3 2013 | Q3 2023 | 37 |
GRIFFIN ASSET MANAGEMENT, INC. | 26 | 11 | 0.84% | 1.69% | 3.24% | Q2 2013 | Q3 2023 | 37 |
South Dakota Investment Council | 37 | 37 | 0.05% | 0.09% | 0.17% | Q3 2014 | Q3 2023 | 37 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 37 | 37 | 0.14% | 0.24% | 0.30% | Q3 2014 | Q3 2023 | 37 |
Diversified Trust Co | 21 | 3 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q4 2023 | 37 |
BlackRock Inc. | 37 | 37 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 37 |
NWAM LLC | 18 | 5 | 0.01% | 0.09% | 0.31% | Q2 2012 | Q3 2022 | 37 |
WHALEROCK POINT PARTNERS, LLC | 20 | 7 | 0.15% | 14.69% | 34.08% | Q4 2013 | Q3 2023 | 37 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 21 | 7 | 0.30% | 1.18% | 4.87% | Q1 2014 | Q3 2023 | 37 |
Northstar Group, Inc. | 36 | 36 | 0.75% | 1.18% | 1.88% | Q4 2014 | Q3 2023 | 36 |
PALLADIUM PARTNERS LLC | 36 | 36 | 0.05% | 0.10% | 0.14% | Q2 2013 | Q1 2022 | 36 |
Endurance Wealth Management, Inc. | 36 | 36 | 0.04% | 0.09% | 0.17% | Q3 2014 | Q2 2023 | 36 |
Allworth Financial LP | 36 | 36 | 0.01% | 0.13% | 0.38% | Q2 2013 | Q1 2022 | 36 |
FOUNDERS CAPITAL MANAGEMENT, LLC | 36 | 36 | 0.09% | 0.12% | 0.14% | Q4 2014 | Q3 2023 | 36 |
Cutter & CO Brokerage, Inc. | 31 | 5 | 0.08% | 0.11% | 0.16% | Q3 2014 | Q3 2023 | 36 |
THOMPSON SIEGEL & WALMSLEY LLC | 36 | 36 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2022 | 36 |
Summit Street Capital Management, LLC | 36 | 36 | 11.42% | 15.46% | 20.17% | Q4 2014 | Q3 2023 | 36 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 31 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 36 |
FIDUCIARY COUNSELLING INC | 36 | 36 | 19.52% | 28.83% | 42.62% | Q4 2014 | Q3 2023 | 36 |
Barton Investment Management | 15 | 2 | 0.27% | 0.63% | 0.97% | Q2 2013 | Q3 2023 | 36 |
Portland Global Advisors LLC | 31 | 1 | 0.08% | 0.13% | 0.36% | Q2 2013 | Q3 2023 | 36 |
Gradient Investments LLC | 36 | 36 | 0.01% | 0.03% | 0.04% | Q3 2014 | Q2 2023 | 36 |
Hendershot Investments Inc. | 28 | 3 | 0.21% | 0.28% | 0.40% | Q2 2013 | Q3 2023 | 36 |
IAT REINSURANCE CO LTD. | 36 | 36 | 0.04% | 1.45% | 4.46% | Q4 2014 | Q3 2023 | 36 |
MV CAPITAL MANAGEMENT, INC. | 36 | 36 | 0.19% | 0.26% | 0.41% | Q4 2014 | Q3 2023 | 36 |
EP Wealth Advisors, LLC | 23 | 4 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 36 |
Lagoda Investment Management, L.P. | 36 | 36 | 0.13% | 1.45% | 6.94% | Q4 2014 | Q3 2023 | 36 |
Punch Card Capital | 36 | 36 | 37.20% | 51.59% | 73.42% | Q4 2014 | Q3 2023 | 36 |
Van Hulzen Asset Management, LLC | 36 | 36 | 0.04% | 0.17% | 0.50% | Q4 2014 | Q3 2023 | 36 |
Northside Capital Management, LLC | 36 | 36 | 0.55% | 1.12% | 3.73% | Q4 2014 | Q3 2023 | 36 |
ACCOUNT MANAGEMENT LLC | 30 | 6 | 0.39% | 1.70% | 2.65% | Q2 2013 | Q1 2023 | 36 |
BANQUE PICTET & CIE SA | 29 | 1 | 0.01% | 0.08% | 0.20% | Q4 2013 | Q3 2023 | 36 |
SVB WEALTH LLC | 36 | 36 | 0.09% | 0.99% | 3.39% | Q4 2014 | Q3 2023 | 36 |
Gibraltar Capital Management, Inc. | 36 | 36 | 0.40% | 0.92% | 1.31% | Q4 2014 | Q3 2023 | 36 |
Argent Trust Co | 36 | 36 | 0.22% | 0.60% | 1.50% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.04% | 0.15% | Q4 2014 | Q3 2023 | 36 |
Long Road Investment Counsel, LLC | 36 | 36 | 0.32% | 0.39% | 0.52% | Q4 2014 | Q3 2023 | 36 |
BAILARD, INC. | 31 | 4 | 0.01% | 0.02% | 0.06% | Q3 2014 | Q3 2023 | 35 |
CHILTON INVESTMENT CO INC. | 33 | 2 | 0.01% | 0.16% | 0.33% | Q4 2013 | Q3 2022 | 35 |
STEPHENS INC /AR/ | 21 | 14 | 0.04% | 0.07% | 0.11% | Q1 2014 | Q3 2023 | 35 |
Dorsey & Whitney Trust CO LLC | 31 | 4 | 0.04% | 0.05% | 0.06% | Q3 2014 | Q3 2023 | 35 |
Roundview Capital LLC | 35 | 35 | 0.09% | 0.22% | 0.37% | Q1 2014 | Q3 2022 | 35 |
BTC Capital Management, Inc. | 31 | 4 | 0.04% | 0.13% | 0.21% | Q3 2014 | Q3 2023 | 35 |
KINGS POINT CAPITAL MANAGEMENT | 33 | 2 | 0.37% | 0.59% | 1.20% | Q2 2013 | Q1 2022 | 35 |
ROPES WEALTH ADVISORS LLC | 35 | 35 | 0.17% | 0.48% | 1.03% | Q1 2015 | Q3 2023 | 35 |
PINNACLE FINANCIAL PARTNERS INC | 31 | 4 | 0.02% | 0.28% | 1.17% | Q3 2014 | Q3 2023 | 35 |
Oxbow Advisors, LLC | 31 | 4 | 0.01% | 0.05% | 0.09% | Q3 2014 | Q3 2023 | 35 |
FIRST MIDWEST BANK TRUST DIVISION | 35 | 35 | 0.21% | 0.34% | 0.56% | Q2 2013 | Q4 2021 | 35 |
COURIER CAPITAL LLC | 31 | 4 | 0.03% | 0.05% | 0.16% | Q3 2014 | Q3 2023 | 35 |
TDAM USA INC. | 35 | 35 | 1.26% | 2.44% | 4.22% | Q2 2013 | Q4 2021 | 35 |
Country Club Trust Company, n.a. | 35 | 35 | 0.05% | 0.07% | 0.11% | Q2 2013 | Q4 2021 | 35 |
People's United Financial, Inc. | 18 | 17 | 0.02% | 0.29% | 0.66% | Q2 2013 | Q1 2022 | 35 |
Pictet North America Advisors SA | 29 | 6 | 0.19% | 0.40% | 0.76% | Q4 2013 | Q3 2022 | 35 |
Cubic Asset Management, LLC | 31 | 4 | 0.06% | 0.10% | 0.15% | Q3 2014 | Q3 2023 | 35 |
EXCALIBUR MANAGEMENT CORP | 31 | 4 | 0.19% | 0.32% | 0.55% | Q3 2014 | Q3 2023 | 35 |
Brookstone Capital Management | 30 | 5 | 0.02% | 0.03% | 0.04% | Q3 2014 | Q2 2023 | 35 |
FIRST NATIONAL TRUST CO | 31 | 4 | 0.03% | 0.05% | 0.14% | Q3 2014 | Q3 2023 | 35 |
Gibson Capital, LLC | 31 | 4 | 0.06% | 1.09% | 3.02% | Q3 2014 | Q3 2023 | 35 |
BANK OF NOVA SCOTIA | 13 | 4 | 0.00% | 0.02% | 0.19% | Q1 2013 | Q3 2023 | 35 |
WATERS PARKERSON & CO., LLC | 31 | 4 | 0.02% | 0.03% | 0.03% | Q3 2014 | Q3 2023 | 35 |
STEADFAST CAPITAL MANAGEMENT LP | 31 | 4 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 35 |
MACKENZIE FINANCIAL CORP | 17 | 2 | 0.00% | 0.42% | 1.24% | Q2 2013 | Q1 2023 | 35 |
GHP Investment Advisors, Inc. | 35 | 35 | 0.06% | 0.11% | 0.16% | Q2 2013 | Q4 2021 | 35 |
Canal Capital Management, LLC | 35 | 35 | 0.41% | 0.65% | 0.92% | Q4 2014 | Q2 2023 | 35 |
Alpha Cubed Investments, LLC | 30 | 5 | 0.03% | 0.07% | 0.23% | Q3 2014 | Q2 2023 | 35 |
Glenview Trust Co | 21 | 1 | 0.08% | 0.13% | 0.18% | Q4 2008 | Q3 2023 | 35 |
TRUST CO OF VIRGINIA /VA | 31 | 4 | 0.03% | 0.06% | 0.18% | Q3 2014 | Q3 2023 | 35 |
First Horizon Advisors, Inc. | 25 | 1 | 0.02% | 0.03% | 0.07% | Q4 2013 | Q3 2023 | 35 |
Capital Planning Advisors, LLC | 20 | 14 | 0.27% | 0.40% | 0.61% | Q4 2014 | Q2 2023 | 34 |
Pekin Hardy Strauss, Inc. | 24 | 10 | 0.02% | 0.06% | 0.10% | Q1 2013 | Q4 2021 | 34 |
Barry Investment Advisors, LLC | 31 | 3 | 0.07% | 0.11% | 0.21% | Q4 2014 | Q3 2023 | 34 |
BINGHAM OSBORN & SCARBOROUGH LLC | 34 | 34 | 0.11% | 0.16% | 0.23% | Q2 2013 | Q3 2021 | 34 |
Fiduciary Group LLC | 34 | 34 | 0.10% | 0.16% | 0.20% | Q2 2015 | Q3 2023 | 34 |
PITTENGER & ANDERSON INC | 21 | 1 | 0.09% | 0.92% | 1.22% | Q2 2013 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.08% | 0.12% | 0.18% | Q2 2015 | Q3 2023 | 34 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 34 | 34 | 0.01% | 0.01% | 0.05% | Q2 2015 | Q3 2023 | 34 |
Ninety One SA (PTY) Ltd | 34 | 34 | 3.54% | 13.51% | 18.54% | Q2 2015 | Q3 2023 | 34 |
DONALDSON CAPITAL MANAGEMENT, LLC | 29 | 1 | 0.02% | 0.03% | 0.12% | Q3 2014 | Q3 2023 | 34 |
Cohen Klingenstein LLC | 34 | 34 | 0.16% | 0.33% | 0.46% | Q2 2013 | Q3 2021 | 34 |
AQR Capital Management | 34 | 34 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q3 2023 | 34 |
LVM CAPITAL MANAGEMENT LTD/MI | 28 | 2 | 0.06% | 0.07% | 0.08% | Q3 2014 | Q3 2023 | 34 |
NOTTINGHAM ADVISORS, INC. | 30 | 4 | 0.03% | 0.33% | 0.54% | Q3 2014 | Q3 2023 | 34 |
FARR MILLER & WASHINGTON LLC/DC | 34 | 34 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2021 | 34 |
Birch Hill Investment Advisors LLC | 34 | 34 | 0.02% | 0.08% | 0.15% | Q2 2013 | Q3 2021 | 34 |
EAGLE CAPITAL MANAGEMENT LLC | 34 | 34 | 0.01% | 0.13% | 0.47% | Q2 2013 | Q3 2021 | 34 |
NorthRock Partners, LLC | 31 | 3 | 0.03% | 0.07% | 0.14% | Q4 2014 | Q3 2023 | 34 |
SALEM INVESTMENT COUNSELORS INC | 33 | 1 | 0.00% | 0.30% | 0.48% | Q2 2013 | Q1 2022 | 34 |
Aureus Asset Management, LLC | 20 | 4 | 0.03% | 0.11% | 0.32% | Q3 2014 | Q3 2023 | 34 |
Homrich & Berg | 32 | 1 | 0.05% | 0.30% | 0.65% | Q2 2013 | Q3 2021 | 33 |
TOMPKINS FINANCIAL CORP | 28 | 2 | 0.05% | 0.08% | 0.15% | Q2 2013 | Q4 2021 | 33 |
BADGLEY PHELPS & BELL INC | 33 | 33 | 0.06% | 0.12% | 0.21% | Q2 2013 | Q2 2021 | 33 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 18 | 3 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 33 |
FIRST INTERSTATE BANK | 14 | 9 | 0.12% | 0.21% | 0.38% | Q2 2013 | Q3 2023 | 33 |
MONETA GROUP INVESTMENT ADVISORS LLC | 33 | 33 | 0.02% | 0.24% | 0.56% | Q3 2015 | Q3 2023 | 33 |
MERITAGE PORTFOLIO MANAGEMENT | 33 | 33 | 0.04% | 0.13% | 0.20% | Q3 2015 | Q3 2023 | 33 |
ProVise Management Group, LLC | 22 | 2 | 0.04% | 0.08% | 0.10% | Q2 2013 | Q3 2023 | 33 |
ANCHOR CAPITAL ADVISORS LLC | 33 | 33 | 0.01% | 0.07% | 0.14% | Q2 2013 | Q2 2021 | 33 |
BIGLARI CAPITAL CORP. | 28 | 5 | 0.04% | 1.22% | 7.85% | Q1 2015 | Q3 2023 | 33 |
Renaissance Technologies | 30 | 1 | 0.00% | 0.14% | 1.05% | Q3 2013 | Q3 2023 | 33 |
USCA RIA LLC | 33 | 33 | 0.12% | 0.46% | 0.93% | Q2 2013 | Q2 2021 | 33 |
LOWE BROCKENBROUGH & CO INC | 33 | 33 | 0.04% | 0.18% | 0.25% | Q2 2013 | Q2 2021 | 33 |
JPMORGAN CHASE & CO | 33 | 33 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q3 2023 | 33 |
ELM ADVISORS, LLC | 33 | 33 | 3.27% | 3.99% | 4.69% | Q4 2013 | Q4 2021 | 33 |
Quaker Capital Investments, LLC | 26 | 3 | 0.08% | 0.13% | 0.20% | Q4 2014 | Q3 2023 | 33 |
Fiera Capital Corp | 25 | 8 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 33 |
CAPITAL COUNSEL LLC/NY | 33 | 33 | 0.04% | 0.11% | 0.21% | Q2 2013 | Q2 2021 | 33 |
Manitou Investment Management Ltd. | 33 | 33 | 0.29% | 0.63% | 1.07% | Q3 2015 | Q3 2023 | 33 |
WADE G W & INC | 28 | 1 | 0.07% | 0.33% | 0.65% | Q4 2014 | Q3 2023 | 33 |
HOWLAND CAPITAL MANAGEMENT LLC | 31 | 1 | 0.37% | 0.94% | 1.48% | Q2 2013 | Q3 2023 | 33 |
NORTHWESTERN UNIVERSITY | 32 | 32 | 50.51% | 77.98% | 97.87% | Q4 2015 | Q3 2023 | 32 |
Bellecapital International Ltd. | 15 | 1 | 0.12% | 0.64% | 1.68% | Q3 2014 | Q3 2023 | 32 |
First Dallas Securities Inc. | 12 | 4 | 0.12% | 0.24% | 0.38% | Q3 2014 | Q2 2023 | 32 |
Archford Capital Strategies, LLC | 22 | 1 | 0.08% | 0.11% | 0.15% | Q1 2015 | Q3 2023 | 32 |
First PREMIER Bank | 32 | 32 | 0.33% | 0.60% | 1.18% | Q4 2015 | Q3 2023 | 32 |
Narwhal Capital Management | 32 | 32 | 0.23% | 0.37% | 0.56% | Q4 2015 | Q3 2023 | 32 |
Eagle Ridge Investment Management | 32 | 32 | 0.05% | 0.33% | 0.64% | Q3 2015 | Q2 2023 | 32 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 29 | 3 | 0.14% | 0.20% | 0.40% | Q4 2014 | Q1 2023 | 32 |
Well Done, LLC | 32 | 32 | 2.16% | 10.78% | 13.90% | Q4 2015 | Q3 2023 | 32 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 16 | 4 | 0.10% | 0.12% | 0.15% | Q3 2014 | Q3 2023 | 32 |
WENDELL DAVID ASSOCIATES INC | 31 | 1 | 0.04% | 0.05% | 0.06% | Q2 2015 | Q3 2023 | 32 |
Coastal Bridge Advisors, LLC | 32 | 32 | 0.48% | 0.78% | 1.34% | Q4 2015 | Q3 2023 | 32 |
S. MUOIO & CO. LLC | 32 | 32 | 0.18% | 0.62% | 1.87% | Q4 2014 | Q3 2022 | 32 |
MILLENNIUM MANAGEMENT LLC | 12 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 32 |
Oakworth Capital, Inc. | 32 | 32 | 0.04% | 0.06% | 0.08% | Q4 2015 | Q3 2023 | 32 |
Alexandria Capital, LLC | 20 | 12 | 0.19% | 0.33% | 0.54% | Q2 2013 | Q3 2021 | 32 |
GREAT LAKES ADVISORS, LLC | 19 | 13 | 0.00% | 0.34% | 1.40% | Q2 2013 | Q3 2023 | 32 |
CIBC Asset Management Inc | 16 | 4 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 32 |
Madrona Financial Services, LLC | 31 | 31 | 0.18% | 0.24% | 0.33% | Q1 2016 | Q3 2023 | 31 |
Kovitz Investment Group Partners, LLC | 31 | 31 | 0.06% | 0.12% | 0.20% | Q1 2016 | Q3 2023 | 31 |
Dalton Investments LLC | 31 | 31 | 0.35% | 0.84% | 1.29% | Q2 2013 | Q4 2020 | 31 |
RAYMOND JAMES & ASSOCIATES | 31 | 31 | 0.05% | 0.06% | 0.08% | Q1 2016 | Q3 2023 | 31 |
PAYDEN & RYGEL | 31 | 31 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q4 2020 | 31 |
Community Bank & Trust, Waco, Texas | 25 | 6 | 0.08% | 0.78% | 0.93% | Q4 2015 | Q3 2023 | 31 |
Raymond James Financial Services Advisors, Inc. | 31 | 31 | 0.02% | 0.04% | 0.09% | Q1 2016 | Q3 2023 | 31 |
Simmons Bank | 31 | 31 | 0.04% | 0.14% | 0.44% | Q1 2016 | Q3 2023 | 31 |
America First Investment Advisors, LLC | 24 | 7 | 1.87% | 2.77% | 3.35% | Q2 2013 | Q3 2023 | 31 |
Edmonds Duncan Registered Investment Advisors, LLC | 31 | 31 | 0.12% | 0.15% | 0.45% | Q1 2016 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2020 | 31 |
TRUE Private Wealth Advisors | 31 | 31 | 0.04% | 0.06% | 0.08% | Q1 2016 | Q3 2023 | 31 |
PATHSTONE FAMILY OFFICE, LLC | 31 | 31 | 0.95% | 14.09% | 50.72% | Q1 2016 | Q3 2023 | 31 |
Waldron Private Wealth LLC | 28 | 1 | 0.03% | 0.28% | 1.37% | Q4 2013 | Q3 2023 | 31 |
CONNING INC. | 24 | 7 | 0.02% | 0.04% | 0.15% | Q2 2013 | Q3 2021 | 31 |
Steamboat Capital Partners, LLC | 31 | 31 | 0.05% | 0.15% | 0.32% | Q1 2016 | Q3 2023 | 31 |
Weitz Investment Management | 31 | 31 | 0.40% | 4.47% | 8.36% | Q2 2013 | Q4 2020 | 31 |
M&R CAPITAL MANAGEMENT INC | 31 | 31 | 0.06% | 0.23% | 0.58% | Q2 2016 | Q4 2023 | 31 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 30 | 1 | 0.00% | 0.03% | 0.06% | Q2 2014 | Q1 2022 | 31 |
Venturi Wealth Management, LLC | 31 | 31 | 0.03% | 0.07% | 0.17% | Q1 2016 | Q3 2023 | 31 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 31 | 31 | 0.05% | 0.08% | 0.14% | Q2 2013 | Q4 2020 | 31 |
Aviance Capital Partners, LLC | 31 | 31 | 0.63% | 0.93% | 1.49% | Q1 2016 | Q3 2023 | 31 |
Akre Capital Management | 31 | 31 | 0.01% | 0.20% | 0.45% | Q2 2013 | Q4 2020 | 31 |
Oliver Luxxe Assets LLC | 30 | 1 | 1.09% | 1.54% | 2.06% | Q4 2015 | Q3 2023 | 31 |
Jacobi Capital Management LLC | 30 | 30 | 0.25% | 0.37% | 0.74% | Q2 2016 | Q3 2023 | 30 |
Brown Advisory Securities, LLC | 26 | 4 | 0.05% | 0.09% | 0.39% | Q3 2014 | Q2 2022 | 30 |
SECURITY ASSET MANAGEMENT | 17 | 3 | 0.14% | 0.21% | 0.27% | Q4 2014 | Q1 2023 | 30 |
Stearns Financial Services Group | 30 | 30 | 0.08% | 0.13% | 0.15% | Q2 2013 | Q3 2020 | 30 |
WEYBOSSET RESEARCH & MANAGEMENT LLC | 30 | 30 | 0.31% | 0.37% | 0.52% | Q2 2013 | Q3 2020 | 30 |
Sheaff Brock Investment Advisors, LLC | 27 | 3 | 0.34% | 0.45% | 0.63% | Q4 2015 | Q3 2023 | 30 |
Analyst IMS Investment Management Services Ltd. | 19 | 1 | 0.00% | 0.07% | 0.11% | Q2 2015 | Q3 2023 | 30 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 30 | 30 | 0.54% | 9.68% | 18.29% | Q2 2013 | Q3 2020 | 30 |
Frontier Wealth Management LLC | 30 | 30 | 0.06% | 0.34% | 1.45% | Q1 2015 | Q2 2022 | 30 |
KELLEHER FINANCIAL ADVISORS | 18 | 2 | 0.96% | 3.73% | 15.36% | Q4 2014 | Q3 2023 | 30 |
Virtu Financial LLC | 15 | 2 | 0.07% | 4.65% | 21.62% | Q2 2013 | Q2 2022 | 30 |
WILKINS INVESTMENT COUNSEL INC | 30 | 30 | 0.20% | 0.26% | 0.31% | Q1 2014 | Q2 2021 | 30 |
BRIGHTON JONES LLC | 27 | 3 | 0.13% | 0.20% | 0.31% | Q1 2016 | Q3 2023 | 30 |
NORTH AMERICAN MANAGEMENT CORP | 30 | 30 | 0.04% | 0.09% | 0.14% | Q4 2013 | Q1 2021 | 30 |
TD ASSET MANAGEMENT INC | 28 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2023 | 30 |
Violich Capital Management, Inc. | 30 | 30 | 0.18% | 0.21% | 0.26% | Q2 2013 | Q3 2020 | 30 |
Reilly Herbert Faulkner III | 30 | 30 | 0.53% | 0.97% | 1.43% | Q4 2013 | Q1 2021 | 30 |
FAS Wealth Partners, Inc. | 29 | 1 | 0.05% | 0.10% | 0.17% | Q1 2016 | Q3 2023 | 30 |
V Wealth Advisors LLC | 21 | 9 | 0.12% | 0.25% | 0.43% | Q1 2016 | Q3 2023 | 30 |
WIMMER ASSOCIATES 1, LLC | 21 | 9 | 0.19% | 0.39% | 0.66% | Q1 2016 | Q3 2023 | 30 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 30 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 21 | 1 | 0.03% | 0.09% | 0.14% | Q4 2013 | Q3 2021 | 30 |
Glovista Investments LLC | 22 | 4 | 0.02% | 0.07% | 0.14% | Q2 2013 | Q2 2021 | 30 |
HALL CAPITAL MANAGEMENT CO INC | 17 | 3 | 0.22% | 0.27% | 0.34% | Q4 2014 | Q3 2023 | 30 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC | 30 | 30 | 0.11% | 0.13% | 0.16% | Q2 2013 | Q3 2020 | 30 |
Trust Co | 26 | 1 | 0.14% | 0.34% | 0.81% | Q1 2015 | Q1 2023 | 30 |
Arvest Bank Trust Division | 29 | 29 | 0.03% | 0.04% | 0.13% | Q3 2014 | Q3 2021 | 29 |
Tikvah Management LLC | 29 | 29 | 1.36% | 6.23% | 10.03% | Q1 2014 | Q1 2021 | 29 |
Gruss & Co., LLC | 29 | 29 | 1.79% | 2.97% | 5.13% | Q2 2013 | Q2 2020 | 29 |
JRM Investment Counsel, LLC | 28 | 1 | 2.19% | 3.64% | 5.72% | Q4 2014 | Q2 2023 | 29 |
Beaumont Financial Partners, LLC | 27 | 2 | 0.03% | 0.04% | 0.07% | Q2 2015 | Q3 2022 | 29 |
First Allied Advisory Services, Inc. | 25 | 4 | 0.01% | 0.08% | 0.20% | Q2 2013 | Q3 2020 | 29 |
Indiana Trust & Investment Management CO | 29 | 29 | 0.22% | 0.35% | 0.47% | Q2 2013 | Q2 2020 | 29 |
BAMCO INC /NY/ | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
ROYAL LONDON ASSET MANAGEMENT LTD | 17 | 1 | 0.00% | 0.37% | 0.67% | Q2 2013 | Q3 2023 | 29 |
American Investment Services, Inc. | 29 | 29 | 0.09% | 0.10% | 0.12% | Q2 2016 | Q2 2023 | 29 |
Mariner, LLC | 13 | 5 | 0.06% | 0.22% | 0.43% | Q2 2013 | Q3 2023 | 29 |
SECURITY NATIONAL BANK OF SO DAK | 27 | 2 | 0.28% | 0.42% | 2.88% | Q2 2016 | Q3 2023 | 29 |
Prospera Financial Services Inc | 10 | 1 | 0.02% | 0.04% | 0.12% | Q3 2014 | Q3 2023 | 29 |
Onex Canada Asset Management Inc. | 25 | 1 | 0.01% | 1.18% | 3.31% | Q1 2014 | Q3 2023 | 29 |
JBF Capital, Inc. | 16 | 13 | 0.98% | 1.88% | 3.64% | Q2 2013 | Q3 2020 | 29 |
TIEDEMANN ADVISORS, LLC | 29 | 29 | 0.04% | 0.13% | 0.28% | Q3 2016 | Q3 2023 | 29 |
WEDGEWOOD INVESTORS INC /PA/ | 25 | 4 | 0.11% | 0.37% | 0.64% | Q3 2014 | Q1 2022 | 29 |
HUTNER CAPITAL MANAGEMENT INC | 29 | 29 | 10.46% | 13.41% | 16.95% | Q3 2016 | Q3 2023 | 29 |
FIDUCIARY TRUST INTERNATIONAL LLC | 29 | 29 | 1.62% | 2.93% | 4.43% | Q2 2013 | Q2 2020 | 29 |
Sandy Spring Bank | 26 | 3 | 0.02% | 0.07% | 0.32% | Q2 2013 | Q3 2020 | 29 |
Courant Investment Management LLC | 28 | 28 | 1.67% | 3.03% | 5.86% | Q4 2016 | Q3 2023 | 28 |
RBO & CO LLC | 28 | 28 | 0.32% | 0.38% | 0.48% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.03% | 0.07% | 0.11% | Q4 2016 | Q3 2023 | 28 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 28 | 28 | 0.03% | 0.09% | 0.18% | Q2 2013 | Q1 2020 | 28 |
BRR OpCo, LLC | 14 | 6 | 6.03% | 9.99% | 16.61% | Q2 2013 | Q3 2022 | 28 |
Tufton Capital Management | 24 | 4 | 0.04% | 0.06% | 0.08% | Q3 2014 | Q4 2021 | 28 |
Citadel Advisors | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 28 |
BOYS ARNOLD & CO INC | 28 | 28 | 0.45% | 0.68% | 1.60% | Q2 2013 | Q1 2020 | 28 |
Caprock Group, LLC | 18 | 3 | 0.08% | 0.20% | 0.49% | Q4 2014 | Q3 2023 | 28 |
AE Wealth Management LLC | 28 | 28 | 0.01% | 0.07% | 0.21% | Q4 2016 | Q3 2023 | 28 |
Clearstead Advisors, LLC | 28 | 28 | 0.06% | 0.14% | 0.19% | Q4 2016 | Q3 2023 | 28 |
Mercer Capital Advisers, Inc. | 28 | 28 | 0.17% | 0.36% | 0.61% | Q4 2014 | Q3 2021 | 28 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 24 | 1 | 2.24% | 3.99% | 7.62% | Q3 2014 | Q3 2023 | 28 |
CAPITAL CITY TRUST CO/FL | 23 | 1 | 0.08% | 0.11% | 0.14% | Q2 2013 | Q3 2021 | 28 |
1ST SOURCE BANK | 19 | 9 | 0.02% | 0.03% | 0.08% | Q2 2013 | Q3 2020 | 28 |
International Value Advisers | 26 | 2 | 8.80% | 12.73% | 16.56% | Q3 2013 | Q4 2020 | 28 |
Harbor Advisors LLC | 28 | 28 | 0.07% | 0.10% | 0.12% | Q4 2016 | Q3 2023 | 28 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 28 | 28 | 0.10% | 0.26% | 0.99% | Q4 2016 | Q3 2023 | 28 |
Ironwood Investment Counsel, LLC | 12 | 5 | 0.16% | 0.70% | 1.27% | Q2 2013 | Q3 2023 | 28 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 28 | 28 | 0.38% | 0.77% | 1.36% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q3 2023 | 28 |
BigSur Wealth Management LLC | 28 | 28 | 4.80% | 6.43% | 8.13% | Q4 2016 | Q3 2023 | 28 |
Janney Montgomery Scott LLC | 18 | 1 | 0.06% | 0.12% | 0.27% | Q3 2013 | Q3 2023 | 28 |
Arlington Value Capital | 28 | 28 | 0.88% | 2.19% | 7.84% | Q2 2013 | Q1 2020 | 28 |
Cannell Capital | 28 | 28 | 0.99% | 1.56% | 2.10% | Q2 2013 | Q1 2020 | 28 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 21 | 7 | 0.09% | 0.91% | 4.32% | Q2 2016 | Q2 2023 | 28 |
TOWER BRIDGE ADVISORS | 28 | 28 | 0.03% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 28 |
Capital Investment Advisors, LLC | 28 | 28 | 0.02% | 0.04% | 0.06% | Q1 2017 | Q4 2023 | 28 |
GIRARD PARTNERS LTD. | 22 | 1 | 0.10% | 0.12% | 0.23% | Q2 2015 | Q3 2023 | 28 |
ELKHORN PARTNERS LIMITED PARTNERSHIP | 28 | 28 | 7.28% | 11.34% | 17.38% | Q4 2016 | Q3 2023 | 28 |
Sabal Trust CO | 26 | 2 | 0.02% | 0.05% | 0.06% | Q2 2013 | Q3 2023 | 28 |
FARLEY CAPITAL L.P. | 16 | 4 | 0.14% | 0.37% | 0.62% | Q3 2014 | Q3 2023 | 28 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 28 | 0.02% | 0.44% | 1.11% | Q4 2016 | Q3 2023 | 28 |
WealthPLAN Partners, LLC | 20 | 1 | 0.00% | 0.63% | 1.88% | Q1 2015 | Q2 2023 | 28 |
STERLING INVESTMENT MANAGEMENT, LLC | 28 | 28 | 1.45% | 2.11% | 4.18% | Q4 2016 | Q3 2023 | 28 |
Financial Advisory Group | 28 | 28 | 0.08% | 0.10% | 0.43% | Q4 2016 | Q3 2023 | 28 |
Family Legacy, Inc. | 27 | 27 | 0.32% | 0.47% | 1.40% | Q1 2017 | Q3 2023 | 27 |
Kavar Capital Partners, LLC | 25 | 2 | 0.10% | 0.14% | 0.18% | Q4 2013 | Q3 2020 | 27 |
Heritage Trust Co | 27 | 27 | 0.21% | 0.28% | 0.50% | Q1 2017 | Q3 2023 | 27 |
Omnia Family Wealth, LLC | 27 | 27 | 0.12% | 0.50% | 0.76% | Q1 2017 | Q3 2023 | 27 |
Cerity Partners LLC | 27 | 27 | 0.01% | 0.04% | 0.10% | Q1 2017 | Q3 2023 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.05% | 0.09% | 0.23% | Q1 2017 | Q3 2023 | 27 |
Vantage Investment Partners, LLC | 27 | 27 | 1.83% | 4.25% | 7.80% | Q2 2013 | Q4 2019 | 27 |
Security National Bank | 27 | 27 | 1.36% | 2.09% | 3.37% | Q1 2017 | Q3 2023 | 27 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 12 | 2 | 0.00% | 0.03% | 0.06% | Q4 2013 | Q3 2023 | 27 |
Whitnell & Co. | 27 | 27 | 0.35% | 0.49% | 0.68% | Q2 2013 | Q4 2019 | 27 |
Cornerstone Wealth Management, LLC | 14 | 3 | 0.00% | 0.11% | 0.20% | Q3 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.10% | 0.15% | 0.19% | Q2 2013 | Q4 2019 | 27 |
Jackson, Grant Investment Advisers, Inc. | 25 | 2 | 0.18% | 0.34% | 0.51% | Q2 2016 | Q3 2023 | 27 |
DAVIS CAPITAL PARTNERS, LLC | 27 | 27 | 2.60% | 3.42% | 4.43% | Q4 2015 | Q2 2022 | 27 |
Nicholas Hoffman & Company, LLC. | 27 | 27 | 0.12% | 1.11% | 2.46% | Q1 2017 | Q3 2023 | 27 |
Versant Capital Management, Inc | 23 | 4 | 0.16% | 0.26% | 0.34% | Q3 2016 | Q4 2023 | 27 |
NORTHWEST WEALTH MANAGEMENT, LLC | 27 | 27 | 0.36% | 0.62% | 1.04% | Q4 2016 | Q2 2023 | 27 |
Stratos Wealth Partners, LTD. | 20 | 1 | 0.03% | 0.06% | 0.08% | Q4 2015 | Q3 2023 | 27 |
RWA WEALTH PARTNERS, LLC | 26 | 1 | 0.01% | 0.20% | 0.32% | Q4 2016 | Q3 2023 | 27 |
GREENLEAF TRUST | 15 | 4 | 0.01% | 0.03% | 0.11% | Q3 2014 | Q3 2023 | 27 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 24 | 3 | 0.05% | 0.07% | 0.10% | Q4 2016 | Q3 2023 | 27 |
JARISLOWSKY, FRASER Ltd | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 21 | 5 | 0.24% | 0.39% | 0.49% | Q2 2013 | Q3 2023 | 26 |
Goldstein Munger & Associates | 14 | 12 | 1.43% | 2.71% | 4.65% | Q3 2010 | Q1 2017 | 26 |
ALESCO ADVISORS LLC | 26 | 26 | 0.01% | 0.06% | 0.08% | Q2 2014 | Q3 2020 | 26 |
ST GERMAIN D J CO INC | 23 | 3 | 0.00% | 0.03% | 0.04% | Q2 2017 | Q4 2023 | 26 |
AUGUSTINE ASSET MANAGEMENT INC | 26 | 26 | 1.08% | 1.32% | 1.60% | Q1 2017 | Q2 2023 | 26 |
Segment Wealth Management, LLC | 26 | 26 | 3.31% | 4.13% | 5.40% | Q2 2017 | Q3 2023 | 26 |
Kenmare Capital Partners, L.L.C. | 26 | 26 | 0.77% | 2.50% | 4.82% | Q2 2013 | Q3 2019 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.09% | 0.16% | 0.21% | Q2 2013 | Q3 2019 | 26 |
INGALLS & SNYDER LLC | 12 | 2 | 0.20% | 0.28% | 0.34% | Q2 2016 | Q3 2023 | 26 |
PUZO MICHAEL J | 21 | 1 | 0.13% | 1.78% | 2.58% | Q3 2014 | Q3 2023 | 26 |
Continuum Advisory, LLC | 26 | 26 | 0.29% | 0.64% | 1.01% | Q2 2017 | Q3 2023 | 26 |
Geneos Wealth Management Inc. | 26 | 26 | 0.09% | 0.20% | 0.33% | Q1 2016 | Q2 2022 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2019 | 26 |
Moon Capital Management, LLC | 26 | 26 | 0.01% | 1.31% | 1.92% | Q1 2014 | Q2 2020 | 26 |
Garner Asset Management Corp | 26 | 26 | 0.17% | 0.23% | 0.30% | Q2 2017 | Q3 2023 | 26 |
Keeley-Teton Advisors, LLC | 17 | 9 | 0.02% | 0.08% | 0.15% | Q1 2017 | Q3 2023 | 26 |
Ahrens Investment Partners LLC | 26 | 26 | 0.11% | 0.16% | 0.23% | Q4 2016 | Q1 2023 | 26 |
New Capital Management LP | 18 | 1 | 0.18% | 0.45% | 0.85% | Q4 2016 | Q3 2023 | 26 |
Bridgeworth, LLC | 23 | 3 | 0.12% | 0.22% | 0.36% | Q4 2016 | Q3 2023 | 26 |
CWA Asset Management Group, LLC | 23 | 3 | 0.20% | 0.58% | 4.69% | Q4 2016 | Q2 2023 | 26 |
Kingfisher Capital LLC | 26 | 26 | 0.11% | 0.39% | 0.65% | Q4 2016 | Q1 2023 | 26 |
Perkins Coie Trust Co | 26 | 26 | 0.11% | 0.14% | 0.16% | Q2 2017 | Q3 2023 | 26 |
Summit Financial Strategies, Inc. | 26 | 26 | 0.12% | 0.42% | 0.92% | Q4 2014 | Q1 2021 | 26 |
Sargent Bickham Lagudis LLC | 24 | 2 | 0.03% | 0.30% | 0.56% | Q1 2016 | Q4 2022 | 26 |
Atria Investments, Inc | 21 | 5 | 0.04% | 0.06% | 0.12% | Q1 2017 | Q3 2023 | 26 |
CHICAGO TRUST Co NA | 26 | 26 | 0.11% | 0.29% | 0.67% | Q2 2017 | Q3 2023 | 26 |
Northeast Financial Consultants Inc | 10 | 7 | 0.10% | 0.33% | 0.48% | Q4 2013 | Q3 2020 | 26 |
Aldebaran Financial Inc. | 25 | 25 | 0.30% | 0.55% | 0.77% | Q4 2013 | Q4 2019 | 25 |
BAR HARBOR WEALTH MANAGEMENT | 25 | 25 | 0.03% | 0.04% | 0.05% | Q4 2016 | Q4 2022 | 25 |
BLB&B Advisors, LLC | 25 | 25 | 0.04% | 0.08% | 0.11% | Q3 2017 | Q3 2023 | 25 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.23% | 0.45% | 0.70% | Q3 2017 | Q3 2023 | 25 |
COBIZ WEALTH, LLC | 25 | 25 | 0.14% | 0.21% | 0.31% | Q2 2013 | Q2 2019 | 25 |
Skandinaviska Enskilda Banken AB (publ) | 22 | 3 | 0.01% | 0.07% | 0.12% | Q1 2016 | Q2 2022 | 25 |
Silverleafe Capital Partners, LLC | 25 | 25 | 4.25% | 8.01% | 15.27% | Q4 2017 | Q4 2023 | 25 |
Tortoise Investment Management, LLC | 25 | 25 | 0.16% | 0.23% | 0.34% | Q4 2012 | Q4 2018 | 25 |
abrdn plc | 25 | 25 | 0.03% | 0.05% | 0.08% | Q3 2017 | Q3 2023 | 25 |
RMB Capital Management, LLC | 23 | 1 | 0.01% | 0.07% | 0.34% | Q2 2016 | Q2 2023 | 25 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 25 | 25 | 0.05% | 0.11% | 0.28% | Q1 2016 | Q1 2022 | 25 |
Cheviot Value Management, LLC | 25 | 25 | 0.13% | 0.19% | 0.27% | Q4 2013 | Q4 2019 | 25 |
BANK OF THE WEST | 23 | 2 | 0.03% | 0.12% | 0.25% | Q2 2013 | Q2 2022 | 25 |
Orca Investment Management, LLC | 24 | 1 | 0.26% | 0.53% | 1.01% | Q4 2013 | Q4 2020 | 25 |
CapWealth Advisors, LLC | 14 | 1 | 0.10% | 0.14% | 0.25% | Q2 2013 | Q3 2023 | 25 |
Lee Financial Co | 25 | 25 | 0.07% | 0.08% | 0.14% | Q4 2016 | Q4 2022 | 25 |
Checchi Capital Advisers, LLC | 23 | 1 | 0.02% | 0.04% | 0.05% | Q2 2015 | Q1 2022 | 25 |
SMITH, MOORE & CO. | 25 | 25 | 0.06% | 0.07% | 0.08% | Q3 2017 | Q3 2023 | 25 |
WILLIAMS JONES & ASSOCIATES LLC | 25 | 25 | 0.05% | 0.17% | 0.32% | Q2 2013 | Q2 2019 | 25 |
Shelter Ins Retirement Plan | 25 | 25 | 3.66% | 4.45% | 5.24% | Q2 2013 | Q2 2019 | 25 |
PICTET BANK & TRUST Ltd | 25 | 25 | 0.13% | 0.26% | 0.42% | Q4 2013 | Q4 2019 | 25 |
FULTON BANK, N.A. | 25 | 25 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q4 2022 | 25 |
WHEATLAND ADVISORS INC | 25 | 25 | 0.69% | 0.92% | 1.63% | Q4 2013 | Q4 2019 | 25 |
HOPLITE CAPITAL MANAGEMENT, L.P. | 25 | 25 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q2 2019 | 25 |
Fairholme Capital Management | 14 | 11 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 25 |
FISHMAN JAY A LTD/MI | 25 | 25 | 0.08% | 0.10% | 0.13% | Q2 2013 | Q2 2019 | 25 |
Giverny Capital | 25 | 25 | 0.09% | 0.17% | 0.26% | Q3 2017 | Q3 2023 | 25 |
SANTA MONICA PARTNERS LP | 24 | 24 | 0.74% | 1.20% | 1.68% | Q4 2017 | Q3 2023 | 24 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 20 | 4 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2020 | 24 |
Milestone Advisory Partners | 24 | 24 | 0.19% | 0.72% | 1.31% | Q4 2017 | Q3 2023 | 24 |
Clear Harbor Asset Management, LLC | 20 | 4 | 0.01% | 0.06% | 0.08% | Q3 2017 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 18 | 6 | 0.01% | 0.06% | 0.11% | Q3 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.15% | 0.17% | 0.20% | Q4 2017 | Q3 2023 | 24 |
UNDERHILL INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.96% | 1.43% | 2.34% | Q2 2013 | Q1 2019 | 24 |
IHT Wealth Management, LLC | 24 | 24 | 0.00% | 0.05% | 0.12% | Q2 2017 | Q1 2023 | 24 |
WoodTrust Financial Corp | 24 | 24 | 1.04% | 1.36% | 1.73% | Q4 2017 | Q3 2023 | 24 |
NVWM, LLC | 24 | 24 | 0.14% | 0.18% | 0.23% | Q4 2017 | Q3 2023 | 24 |
Pegasus Asset Management, Inc. | 24 | 24 | 0.18% | 0.23% | 0.30% | Q4 2017 | Q3 2023 | 24 |
COLONY GROUP LLC | 18 | 6 | 0.00% | 2.13% | 3.55% | Q3 2014 | Q3 2023 | 24 |
Gryphon Financial Partners LLC | 24 | 24 | 0.08% | 0.17% | 0.37% | Q4 2017 | Q3 2023 | 24 |
LexAurum Advisors, LLC | 24 | 24 | 2.55% | 3.63% | 5.90% | Q4 2017 | Q3 2023 | 24 |
Fort Point Capital Partners LLC | 23 | 1 | 0.10% | 1.42% | 2.96% | Q3 2016 | Q3 2023 | 24 |
Allied Investment Advisors, LLC | 24 | 24 | 0.29% | 0.37% | 0.50% | Q4 2017 | Q3 2023 | 24 |
Murphy, Middleton, Hinkle & Parker, Inc. | 24 | 24 | 1.48% | 2.46% | 4.83% | Q4 2017 | Q3 2023 | 24 |
ZEKE CAPITAL ADVISORS, LLC | 24 | 24 | 0.03% | 0.12% | 0.31% | Q1 2017 | Q4 2022 | 24 |
CONCENTRIC WEALTH MANAGEMENT, LLC | 17 | 1 | 0.12% | 0.18% | 0.24% | Q4 2016 | Q2 2023 | 24 |
Congress Park Capital LLC | 24 | 24 | 0.20% | 0.25% | 0.34% | Q4 2017 | Q3 2023 | 24 |
Financial Partners Group, Inc | 24 | 24 | 0.10% | 0.21% | 0.47% | Q4 2017 | Q3 2023 | 24 |
D.B. Root & Company, LLC | 24 | 24 | 0.12% | 0.16% | 0.26% | Q4 2017 | Q3 2023 | 24 |
LOEB PARTNERS CORP | 24 | 24 | 2.50% | 3.19% | 6.19% | Q2 2013 | Q1 2019 | 24 |
Centerpoint Advisors, LLC | 24 | 24 | 0.81% | 1.25% | 1.84% | Q4 2017 | Q3 2023 | 24 |
OneDigital Investment Advisors LLC | 16 | 8 | 0.09% | 0.88% | 2.58% | Q2 2017 | Q2 2023 | 24 |
Cetera Investment Advisers | 12 | 12 | 0.02% | 0.22% | 0.65% | Q4 2015 | Q3 2023 | 24 |
Aquamarine Capital Management, LLC | 23 | 1 | 3.98% | 5.29% | 7.21% | Q4 2014 | Q2 2022 | 24 |
Avondale Wealth Management | 24 | 24 | 0.49% | 1.82% | 3.11% | Q4 2017 | Q3 2023 | 24 |
Laurel Wealth Advisors, Inc. | 19 | 5 | 0.05% | 0.08% | 0.15% | Q4 2016 | Q4 2022 | 24 |
TIRSCHWELL & LOEWY INC | 24 | 24 | 0.18% | 0.23% | 0.28% | Q2 2013 | Q1 2019 | 24 |
Torch Wealth Management LLC | 24 | 24 | 0.77% | 0.98% | 1.16% | Q1 2014 | Q4 2019 | 24 |
McKinley Carter Wealth Services, Inc. | 24 | 24 | 0.03% | 0.11% | 0.31% | Q4 2017 | Q3 2023 | 24 |
Family Management Corp | 18 | 1 | 0.08% | 0.30% | 0.83% | Q2 2013 | Q2 2021 | 24 |
Steinberg Global Asset Management | 24 | 24 | 0.16% | 0.21% | 0.29% | Q2 2013 | Q1 2019 | 24 |
Cadence Bank | 24 | 24 | 0.04% | 0.13% | 0.20% | Q4 2017 | Q3 2023 | 24 |
Fiduciary Trust Co International of Pennsylvania | 24 | 24 | 0.04% | 0.30% | 1.49% | Q2 2014 | Q1 2020 | 24 |
D'Orazio & Associates, Inc. | 18 | 2 | 0.09% | 0.11% | 0.15% | Q4 2013 | Q2 2020 | 24 |
JONES FINANCIAL COMPANIES LLLP | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2022 | 24 |
Parisi Gray Wealth Management | 24 | 24 | 0.15% | 0.20% | 0.31% | Q4 2017 | Q3 2023 | 24 |
Fernwood Investment Management, LLC | 24 | 24 | 0.41% | 0.71% | 1.18% | Q4 2017 | Q3 2023 | 24 |
Weil Company, Inc. | 24 | 24 | 1.87% | 2.25% | 2.80% | Q4 2017 | Q3 2023 | 24 |
Round Table Services, LLC | 13 | 4 | 0.09% | 0.55% | 2.27% | Q2 2013 | Q2 2020 | 24 |
BURNEY CO/ | 23 | 23 | 0.02% | 0.02% | 0.04% | Q4 2017 | Q2 2023 | 23 |
Seneca House Advisors | 22 | 1 | 0.45% | 0.59% | 0.86% | Q4 2017 | Q3 2023 | 23 |
CITIZENS FINANCIAL GROUP INC/RI | 13 | 1 | 0.02% | 0.20% | 0.56% | Q4 2015 | Q3 2023 | 23 |
CIBC Private Wealth Group, LLC | 11 | 3 | 0.00% | 0.00% | 0.03% | Q3 2017 | Q3 2023 | 23 |
Biechele Royce Advisors | 23 | 23 | 0.18% | 0.75% | 0.88% | Q4 2017 | Q2 2023 | 23 |
TELEMUS CAPITAL, LLC | 15 | 3 | 0.02% | 0.04% | 0.06% | Q3 2014 | Q3 2023 | 23 |
Ruane, Cunniff & Goldfarb L.P. | 23 | 23 | 1.16% | 4.50% | 9.12% | Q1 2018 | Q3 2023 | 23 |
Cypress Capital Management LLC (WY) | 23 | 23 | 0.27% | 0.42% | 0.63% | Q1 2018 | Q3 2023 | 23 |
Mountain Lake Investment Management LLC | 23 | 23 | 0.08% | 0.33% | 2.65% | Q2 2013 | Q4 2018 | 23 |
Carnegie Capital Asset Management, LLC | 20 | 3 | 0.13% | 0.31% | 0.86% | Q4 2017 | Q3 2023 | 23 |
Horizon Kinetics | 23 | 23 | 0.09% | 0.25% | 0.56% | Q2 2013 | Q4 2018 | 23 |
Stonehage Fleming Financial Services Holdings Ltd | 15 | 8 | 0.12% | 0.15% | 0.31% | Q3 2016 | Q2 2022 | 23 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.10% | 0.54% | Q4 2015 | Q3 2022 | 23 |
Cable Hill Partners, LLC | 23 | 23 | 1.32% | 6.41% | 29.18% | Q1 2018 | Q3 2023 | 23 |
Monument Capital Management | 23 | 23 | 0.20% | 0.31% | 0.57% | Q4 2017 | Q2 2023 | 23 |
1834 INVESTMENT ADVISORS CO | 23 | 23 | 0.04% | 0.05% | 0.07% | Q4 2017 | Q2 2023 | 23 |
SIMON QUICK ADVISORS, LLC | 17 | 3 | 0.96% | 2.93% | 5.32% | Q2 2017 | Q3 2023 | 23 |
Meristem Family Wealth, LLC | 16 | 3 | 0.08% | 0.14% | 0.24% | Q2 2013 | Q3 2019 | 23 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 23 | 23 | 0.03% | 0.06% | 0.08% | Q2 2013 | Q4 2018 | 23 |
X-Square Capital, LLC | 19 | 4 | 0.18% | 0.29% | 0.63% | Q4 2017 | Q3 2023 | 23 |
STALEY CAPITAL ADVISERS INC | 23 | 23 | 0.13% | 0.14% | 0.16% | Q2 2013 | Q4 2018 | 23 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 23 | 23 | 0.03% | 0.06% | 0.09% | Q1 2018 | Q3 2023 | 23 |
FIRST QUADRANT LLC/CA | 23 | 23 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2018 | 23 |
Oak Grove Capital LLC | 23 | 23 | 0.16% | 0.51% | 1.24% | Q4 2017 | Q2 2023 | 23 |
Avalon Investment & Advisory | 23 | 23 | 0.45% | 0.63% | 0.94% | Q3 2017 | Q1 2023 | 23 |
BerganKDV Wealth Management, LLC | 23 | 23 | 0.05% | 0.06% | 0.13% | Q4 2017 | Q2 2023 | 23 |
Cornell Pochily Investment Advisors, Inc. | 21 | 2 | 0.96% | 2.27% | 2.97% | Q4 2017 | Q3 2023 | 23 |
Wealth Alliance Advisory Group, LLC | 23 | 23 | 0.31% | 0.38% | 0.46% | Q1 2018 | Q3 2023 | 23 |
Barnett & Company, Inc. | 23 | 23 | 0.14% | 0.25% | 0.38% | Q4 2017 | Q2 2023 | 23 |
Vivaldi Capital Management LP | 22 | 1 | 0.06% | 0.27% | 3.79% | Q1 2017 | Q2 2023 | 23 |
Windsor Wealth Management, Inc. | 21 | 2 | 0.08% | 0.30% | 1.02% | Q4 2017 | Q3 2023 | 23 |
HighPoint Advisor Group LLC | 20 | 1 | 0.16% | 0.62% | 1.54% | Q3 2015 | Q2 2022 | 22 |
DeDora Capital, Inc. | 16 | 6 | 0.48% | 0.63% | 0.81% | Q4 2017 | Q2 2023 | 22 |
ADVISOR PARTNERS LLC | 22 | 22 | 0.05% | 0.09% | 0.23% | Q1 2017 | Q2 2022 | 22 |
Measured Wealth Private Client Group, LLC | 21 | 1 | 0.13% | 0.19% | 0.38% | Q3 2017 | Q2 2023 | 22 |
Bank Pictet & Cie (Europe) AG | 22 | 22 | 0.52% | 1.51% | 2.77% | Q2 2018 | Q3 2023 | 22 |
Rossmore Private Capital | 22 | 22 | 1.06% | 1.42% | 2.91% | Q2 2018 | Q3 2023 | 22 |
ENVESTNET ASSET MANAGEMENT INC | 16 | 3 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 22 |
Chicago Capital, LLC | 22 | 22 | 0.02% | 0.05% | 0.08% | Q2 2018 | Q3 2023 | 22 |
JGP Wealth Management, LLC | 22 | 22 | 0.08% | 0.14% | 0.26% | Q2 2018 | Q3 2023 | 22 |
Laurel Grove Capital, LLC | 22 | 22 | 0.74% | 0.89% | 1.13% | Q2 2013 | Q3 2018 | 22 |
Rehmann Capital Advisory Group | 8 | 1 | 0.04% | 0.10% | 0.49% | Q4 2010 | Q3 2019 | 22 |
Peak Asset Management, LLC | 22 | 22 | 1.02% | 1.14% | 1.43% | Q4 2014 | Q1 2020 | 22 |
EQUITABLE TRUST CO | 22 | 22 | 0.13% | 0.20% | 0.35% | Q2 2018 | Q3 2023 | 22 |
FIRST CITIZENS BANK & TRUST CO | 22 | 22 | 0.32% | 1.44% | 2.37% | Q2 2018 | Q3 2023 | 22 |
ING GROEP NV | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2019 | 22 |
FIRST HAWAIIAN BANK | 21 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 22 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 21 | 1 | 0.16% | 0.61% | 3.10% | Q4 2017 | Q3 2023 | 22 |
InterOcean Capital, LLC | 18 | 4 | 0.04% | 0.25% | 0.74% | Q3 2014 | Q2 2020 | 22 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 19 | 3 | 0.02% | 0.04% | 0.09% | Q1 2018 | Q3 2023 | 22 |
CI INVESTMENTS INC. | 22 | 22 | 0.30% | 0.63% | 1.23% | Q2 2018 | Q3 2023 | 22 |
Lester Murray Antman dba SimplyRich | 17 | 4 | 0.29% | 0.34% | 0.38% | Q4 2017 | Q2 2023 | 21 |
State of New Jersey Common Pension Fund D | 21 | 21 | 0.07% | 0.10% | 0.12% | Q2 2014 | Q2 2019 | 21 |
ARS Wealth Advisors, LLC | 21 | 21 | 0.08% | 0.10% | 0.11% | Q2 2016 | Q2 2021 | 21 |
Beaton Management Co. Inc. | 10 | 1 | 0.19% | 1.79% | 2.10% | Q2 2017 | Q3 2023 | 21 |
MEITAV INVESTMENT HOUSE LTD | 19 | 2 | 0.01% | 0.03% | 0.09% | Q2 2018 | Q3 2023 | 21 |
PROFESSIONAL ADVISORY SERVICES INC | 21 | 21 | 0.05% | 0.07% | 0.09% | Q3 2018 | Q3 2023 | 21 |
Sand Hill Global Advisors, LLC | 8 | 6 | 0.03% | 0.17% | 0.64% | Q4 2013 | Q3 2019 | 21 |
Rockefeller Capital Management L.P. | 21 | 21 | 0.05% | 0.12% | 0.18% | Q1 2018 | Q1 2023 | 21 |
Red Cedar Capital, LLC | 21 | 21 | 0.76% | 2.85% | 3.39% | Q4 2017 | Q4 2022 | 21 |
Seven Post Investment Office LP | 21 | 21 | 0.11% | 0.17% | 0.27% | Q3 2018 | Q3 2023 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.14% | 0.26% | 0.45% | Q2 2013 | Q2 2018 | 21 |
JNBA Financial Advisors | 14 | 7 | 0.16% | 0.18% | 0.21% | Q4 2016 | Q1 2022 | 21 |
Lourd Capital, LLC | 6 | 4 | 41.61% | 55.16% | 62.02% | Q2 2013 | Q2 2019 | 21 |
AUXIER ASSET MANAGEMENT | 17 | 4 | 0.04% | 0.06% | 0.07% | Q3 2014 | Q1 2020 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 8.35% | 22.33% | 32.37% | Q1 2017 | Q3 2023 | 21 |
Canton Hathaway, LLC | 21 | 21 | 34.76% | 48.02% | 66.95% | Q3 2018 | Q3 2023 | 21 |
Exeter Financial, LLC | 21 | 21 | 0.22% | 0.25% | 0.29% | Q4 2017 | Q4 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
RAND WEALTH, LLC | 12 | 9 | 0.25% | 0.38% | 0.54% | Q2 2013 | Q3 2018 | 21 |
FIRST MERCHANTS CORP | 12 | 9 | 0.04% | 0.16% | 0.29% | Q3 2017 | Q3 2023 | 21 |
Moors & Cabot, Inc. | 21 | 21 | 0.03% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 21 |
CRA Financial Services, LLC | 20 | 20 | 0.27% | 0.42% | 0.88% | Q4 2018 | Q3 2023 | 20 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 20 | 20 | 0.72% | 0.96% | 1.32% | Q4 2018 | Q3 2023 | 20 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 20 | 20 | 0.05% | 0.08% | 0.12% | Q4 2018 | Q3 2023 | 20 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 20 | 20 | 0.05% | 0.05% | 0.06% | Q2 2016 | Q1 2021 | 20 |
Evolution Wealth Advisors, LLC | 20 | 20 | 0.11% | 0.35% | 1.24% | Q4 2018 | Q3 2023 | 20 |
SVA Wealth Management, LLC | 20 | 20 | 0.40% | 0.46% | 0.51% | Q1 2016 | Q4 2020 | 20 |
Keystone Financial Group | 18 | 2 | 1.23% | 1.53% | 2.35% | Q3 2018 | Q3 2023 | 20 |
HOURGLASS CAPITAL, LLC | 16 | 4 | 0.03% | 0.06% | 0.10% | Q3 2014 | Q4 2019 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.03% | 0.06% | 0.08% | Q3 2017 | Q2 2022 | 20 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 20 | 20 | 0.62% | 1.48% | 2.29% | Q3 2017 | Q2 2022 | 20 |
Essex Savings Bank | 20 | 20 | 2.46% | 3.00% | 4.22% | Q4 2018 | Q3 2023 | 20 |
Bizma Investimentos Ltda | 20 | 20 | 2.12% | 2.95% | 4.24% | Q4 2018 | Q3 2023 | 20 |
Motley Fool Asset Management LLC | 20 | 20 | 1.58% | 2.77% | 4.04% | Q2 2013 | Q1 2018 | 20 |
APPLETON PARTNERS INC/MA | 13 | 7 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q4 2023 | 20 |
CENTRAL SECURITIES CORP | 20 | 20 | 0.44% | 0.88% | 2.04% | Q4 2015 | Q3 2020 | 20 |
Creegan & Nassoura Financial Group, LLC | 14 | 3 | 0.21% | 0.32% | 0.40% | Q4 2014 | Q1 2023 | 20 |
Graves Light Lenhart Wealth, Inc. | 20 | 20 | 0.94% | 1.19% | 1.88% | Q4 2018 | Q3 2023 | 20 |
BALDWIN BROTHERS LLC/MA | 11 | 9 | 0.04% | 0.07% | 0.10% | Q3 2016 | Q4 2023 | 20 |
Front Street Capital Management, Inc. | 20 | 20 | 0.15% | 0.41% | 0.83% | Q4 2016 | Q3 2021 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 2.73% | 3.72% | 7.36% | Q4 2018 | Q3 2023 | 20 |
DAVIS R M INC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Edge Capital Group, LLC | 20 | 20 | 0.10% | 0.24% | 0.41% | Q4 2018 | Q3 2023 | 20 |
SEIZERT CAPITAL PARTNERS, LLC | 16 | 4 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2019 | 20 |
STEWART WEST INDIES TRADING CO., LTD | 20 | 20 | 23.36% | 25.93% | 29.62% | Q2 2013 | Q1 2018 | 20 |
Pflug Koory, LLC | 20 | 20 | 3.76% | 4.78% | 5.84% | Q4 2018 | Q3 2023 | 20 |
Institute for Wealth Management, LLC. | 17 | 1 | 0.26% | 0.32% | 0.50% | Q2 2017 | Q2 2023 | 20 |
Hilltop Holdings Inc. | 16 | 4 | 0.05% | 0.07% | 0.10% | Q3 2014 | Q4 2019 | 20 |
RK Asset Management, LLC | 11 | 4 | 0.72% | 1.34% | 2.05% | Q2 2017 | Q3 2023 | 20 |
Atom Investors LP | 20 | 20 | 0.10% | 0.73% | 2.28% | Q4 2018 | Q3 2023 | 20 |
Sentry Investments Corp. | 20 | 20 | 1.10% | 1.46% | 2.60% | Q2 2013 | Q1 2018 | 20 |
EdgePoint Investment Group Inc. | 20 | 20 | 1.00% | 5.00% | 7.52% | Q4 2015 | Q3 2020 | 20 |
Farmers & Merchants Trust Co of Long Beach | 20 | 20 | 1.30% | 1.59% | 1.88% | Q4 2018 | Q3 2023 | 20 |
MEANS INVESTMENT CO., INC. | 20 | 20 | 0.08% | 0.19% | 0.51% | Q4 2018 | Q3 2023 | 20 |
REGENTATLANTIC CAPITAL LLC | 18 | 2 | 0.00% | 0.10% | 0.21% | Q2 2015 | Q3 2022 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.05% | 0.09% | 0.31% | Q4 2018 | Q3 2023 | 20 |
Hi-Line Capital Management, LLC | 20 | 20 | 7.15% | 8.52% | 10.38% | Q4 2018 | Q3 2023 | 20 |
Livforsakringsbolaget Skandia, Omsesidigt | 20 | 20 | 0.02% | 0.09% | 0.36% | Q2 2013 | Q1 2018 | 20 |
jvl associates llc | 16 | 3 | 0.25% | 0.29% | 0.34% | Q4 2018 | Q3 2023 | 19 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 13 | 2 | 0.06% | 0.08% | 0.10% | Q3 2014 | Q4 2019 | 19 |
New England Private Wealth Advisors LLC | 15 | 4 | 0.08% | 0.08% | 0.09% | Q3 2014 | Q3 2019 | 19 |
CIDEL ASSET MANAGEMENT INC | 19 | 19 | 0.10% | 0.15% | 0.21% | Q1 2019 | Q3 2023 | 19 |
Ruane, Cunniff & Goldfarb | 19 | 19 | 8.67% | 10.72% | 14.28% | Q2 2013 | Q4 2017 | 19 |
NEXT Financial Group, Inc | 19 | 19 | 0.06% | 0.32% | 1.93% | Q2 2014 | Q4 2018 | 19 |
DIMENSION CAPITAL MANAGEMENT LLC | 19 | 19 | 0.51% | 0.71% | 1.02% | Q1 2019 | Q3 2023 | 19 |
Summit Trail Advisors, LLC | 10 | 3 | 0.02% | 0.06% | 0.20% | Q3 2018 | Q3 2023 | 19 |
Bremer Bank National Association | 19 | 19 | 0.51% | 0.79% | 1.38% | Q1 2019 | Q3 2023 | 19 |
Davide Leone & Partners Investment Co Ltd. | 19 | 19 | 0.02% | 0.63% | 7.82% | Q1 2019 | Q3 2023 | 19 |
Artemis Wealth Advisors, LLC | 16 | 3 | 0.06% | 0.13% | 0.25% | Q4 2017 | Q3 2023 | 19 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 19 | 19 | 0.03% | 0.41% | 0.59% | Q2 2013 | Q4 2017 | 19 |
OUTFITTER ADVISORS, LTD. | 19 | 19 | 0.14% | 0.17% | 0.20% | Q2 2013 | Q4 2017 | 19 |
Lindbrook Capital, LLC | 14 | 5 | 0.06% | 0.17% | 0.30% | Q4 2018 | Q3 2023 | 19 |
Lavaca Capital LLC | 19 | 19 | 0.10% | 0.36% | 0.79% | Q1 2019 | Q3 2023 | 19 |
ENTERPRISE FINANCIAL SERVICES CORP | 19 | 19 | 0.06% | 1.09% | 3.67% | Q1 2019 | Q3 2023 | 19 |
Strategic Investment Advisors / MI | 19 | 19 | 0.07% | 0.11% | 0.21% | Q1 2019 | Q3 2023 | 19 |
Harfst & Associates, Inc. | 19 | 19 | 0.23% | 0.25% | 0.29% | Q4 2018 | Q2 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.02% | 0.06% | 0.14% | Q1 2019 | Q3 2023 | 19 |
RVW Wealth, LLC | 18 | 1 | 0.00% | 0.06% | 0.15% | Q1 2019 | Q4 2023 | 19 |
Bouchey Financial Group Ltd | 12 | 2 | 0.08% | 0.21% | 2.32% | Q2 2014 | Q3 2022 | 19 |
Boothe Investment Group, Inc. | 14 | 2 | 0.44% | 0.58% | 0.91% | Q2 2018 | Q3 2023 | 19 |
Principle Wealth Partners LLC | 19 | 19 | 0.27% | 0.50% | 0.98% | Q1 2019 | Q3 2023 | 19 |
BRIDGES INVESTMENT COUNSEL INC/ | 19 | 19 | 0.82% | 4.85% | 18.62% | Q2 2013 | Q4 2017 | 19 |
Darwin Wealth Management, LLC | 10 | 9 | 0.13% | 0.26% | 0.53% | Q2 2016 | Q1 2021 | 19 |
Altium Wealth Management LLC | 19 | 19 | 0.15% | 0.28% | 0.60% | Q4 2017 | Q2 2022 | 19 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 19 | 19 | 0.02% | 0.08% | 0.14% | Q1 2019 | Q3 2023 | 19 |
RHUMBLINE ADVISERS | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Winslow, Evans & Crocker, Inc. | 19 | 19 | 0.06% | 0.08% | 0.10% | Q2 2016 | Q4 2020 | 19 |
Kelman-Lazarov, Inc. | 19 | 19 | 0.36% | 0.52% | 0.82% | Q1 2019 | Q3 2023 | 19 |
ALERUS FINANCIAL NA | 19 | 19 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q3 2023 | 19 |
WEALTHSOURCE PARTNERS, LLC | 13 | 6 | 0.04% | 0.24% | 0.88% | Q1 2016 | Q2 2021 | 19 |
Utah Retirement Systems | 19 | 19 | 0.02% | 0.26% | 0.38% | Q1 2019 | Q3 2023 | 19 |
CROFT-LEOMINSTER INC | 19 | 19 | 0.15% | 0.20% | 0.28% | Q2 2013 | Q4 2017 | 19 |
Crescent Grove Advisors, LLC | 19 | 19 | 0.04% | 0.05% | 0.07% | Q1 2019 | Q3 2023 | 19 |
Schoolcraft Capital LLC | 19 | 19 | 0.26% | 0.31% | 0.39% | Q1 2019 | Q3 2023 | 19 |
PREMIER ASSET MANAGEMENT LLC | 18 | 18 | 0.00% | 0.09% | 0.31% | Q3 2017 | Q4 2021 | 18 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 12 | 2 | 0.00% | 0.23% | 0.68% | Q2 2017 | Q4 2022 | 18 |
NATIXIS | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2021 | 18 |
MIDWEST INVESTMENT MANAGEMENT LLC | 18 | 18 | 2.12% | 2.84% | 3.72% | Q2 2013 | Q3 2017 | 18 |
MASSMUTUAL TRUST CO FSB/ADV | 10 | 8 | 0.02% | 0.03% | 0.05% | Q3 2018 | Q4 2023 | 18 |
Stellar Capital Management, LLC | 15 | 1 | 0.37% | 0.41% | 0.50% | Q4 2013 | Q2 2020 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.15% | 0.20% | 0.25% | Q2 2013 | Q3 2017 | 18 |
BREMER TRUST NATIONAL ASSOCIATION | 18 | 18 | 0.41% | 0.49% | 0.60% | Q3 2014 | Q4 2018 | 18 |
Bath Savings Trust Co | 17 | 1 | 0.07% | 0.11% | 0.13% | Q2 2015 | Q1 2023 | 18 |
NOVARE CAPITAL MANAGEMENT LLC | 11 | 7 | 0.04% | 0.26% | 0.57% | Q2 2013 | Q1 2020 | 18 |
Boston Common Asset Management, LLC | 17 | 1 | 0.03% | 0.08% | 0.17% | Q3 2017 | Q3 2023 | 18 |
Sumitomo Mitsui Trust Holdings, Inc. | 11 | 2 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q3 2023 | 18 |
Jacobus Wealth Management, Inc. | 18 | 18 | 0.27% | 0.36% | 0.43% | Q2 2013 | Q3 2017 | 18 |
Modera Wealth Management, LLC | 15 | 3 | 0.08% | 0.37% | 0.97% | Q4 2014 | Q3 2023 | 18 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 18 | 18 | 0.06% | 0.09% | 0.13% | Q2 2013 | Q3 2017 | 18 |
Cognios Capital, LLC | 18 | 18 | 0.43% | 0.72% | 0.95% | Q4 2015 | Q1 2020 | 18 |
Perigon Wealth Management, LLC | 8 | 1 | 0.03% | 0.10% | 0.37% | Q3 2011 | Q1 2023 | 18 |
Rikoon Group, LLC | 18 | 18 | 0.09% | 0.18% | 0.38% | Q4 2016 | Q1 2021 | 18 |
Troy Asset Management Ltd | 16 | 1 | 3.90% | 6.08% | 7.62% | Q1 2016 | Q2 2021 | 18 |
Lincoln Capital LLC | 18 | 18 | 0.41% | 5.97% | 10.28% | Q2 2019 | Q3 2023 | 18 |
Mosaic Family Wealth, LLC | 18 | 18 | 0.11% | 0.12% | 0.14% | Q3 2017 | Q4 2021 | 18 |
Armor Investment Advisors, LLC | 18 | 18 | 0.23% | 0.27% | 0.31% | Q2 2018 | Q3 2022 | 18 |
Independent Advisor Alliance | 10 | 4 | 0.02% | 0.07% | 0.32% | Q4 2018 | Q3 2023 | 18 |
Front Row Advisors LLC | 18 | 18 | 0.33% | 0.41% | 0.53% | Q4 2017 | Q1 2022 | 18 |
BROOKS, MOORE & ASSOCIATES, INC. | 18 | 18 | 0.50% | 0.68% | 1.32% | Q2 2019 | Q3 2023 | 18 |
RDA Financial Network | 18 | 18 | 0.13% | 0.18% | 0.24% | Q1 2019 | Q2 2023 | 18 |
THRIVENT FINANCIAL FOR LUTHERANS | 17 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2022 | 18 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 17 | 1 | 0.27% | 0.47% | 0.55% | Q2 2013 | Q4 2017 | 18 |
SADOFF INVESTMENT MANAGEMENT LLC | 17 | 1 | 0.04% | 0.06% | 0.17% | Q2 2013 | Q2 2018 | 18 |
ROCKEFELLER FINANCIAL SERVICES INC | 18 | 18 | 0.04% | 0.14% | 0.52% | Q3 2013 | Q4 2017 | 18 |
Atlantic Union Bankshares Corp | 18 | 18 | 0.05% | 0.58% | 0.98% | Q2 2019 | Q3 2023 | 18 |
I.G. INVESTMENT MANAGEMENT, LTD. | 18 | 18 | 0.36% | 0.45% | 0.66% | Q2 2013 | Q3 2017 | 18 |
GRACE & WHITE INC /NY | 13 | 1 | 0.04% | 0.06% | 0.08% | Q3 2014 | Q4 2019 | 18 |
LEVEL FOUR ADVISORY SERVICES, LLC | 16 | 1 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q4 2022 | 17 |
First National Bank of Mount Dora, Trust Investment Services | 13 | 4 | 0.11% | 0.21% | 0.29% | Q3 2014 | Q4 2018 | 17 |
YorkBridge Wealth Partners, LLC | 17 | 17 | 0.12% | 0.14% | 0.17% | Q4 2016 | Q4 2020 | 17 |
Hapanowicz & Associates Financial Services, Inc | 17 | 17 | 0.17% | 0.21% | 0.23% | Q4 2016 | Q4 2020 | 17 |
Robertson Stephens Wealth Management, LLC | 17 | 17 | 0.07% | 0.14% | 0.25% | Q3 2019 | Q3 2023 | 17 |
Capital Bank & Trust Co | 17 | 17 | 0.01% | 0.28% | 0.35% | Q2 2017 | Q2 2021 | 17 |
NewEdge Advisors, LLC | 11 | 6 | 0.01% | 0.03% | 0.08% | Q2 2019 | Q3 2023 | 17 |
WealthBridge Capital Management, LLC | 14 | 3 | 0.30% | 0.38% | 0.56% | Q4 2018 | Q3 2023 | 17 |
Nationwide Fund Advisors | 14 | 3 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2017 | 17 |
Sowell Financial Services LLC | 8 | 1 | 0.12% | 0.41% | 0.94% | Q4 2016 | Q1 2023 | 17 |
Century Capital Management, LLC | 17 | 17 | 0.03% | 0.07% | 0.18% | Q2 2013 | Q2 2017 | 17 |
STEEL GROVE CAPITAL ADVISORS, LLC | 13 | 4 | 0.06% | 0.11% | 0.20% | Q1 2019 | Q3 2023 | 17 |
M Holdings Securities, Inc. | 10 | 1 | 0.12% | 0.25% | 0.75% | Q3 2014 | Q2 2023 | 17 |
EVOKE WEALTH, LLC | 17 | 17 | 0.06% | 0.23% | 1.18% | Q3 2019 | Q3 2023 | 17 |
FORVIS Wealth Advisors, LLC | 11 | 6 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 17 |
WOLVERINE TRADING, LLC | 9 | 3 | 0.00% | 0.13% | 0.90% | Q3 2016 | Q3 2022 | 17 |
iAB Financial Bank | 17 | 17 | 0.27% | 0.81% | 0.95% | Q2 2013 | Q2 2017 | 17 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 9 | 8 | 0.02% | 0.04% | 0.06% | Q3 2013 | Q4 2017 | 17 |
SeaBridge Investment Advisors LLC | 17 | 17 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q2 2017 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2017 | 17 |
Zurich Insurance Group Ltd/FI | 17 | 17 | 0.58% | 0.93% | 1.07% | Q3 2015 | Q3 2019 | 17 |
CORDA Investment Management, LLC. | 17 | 17 | 0.12% | 0.15% | 0.19% | Q3 2019 | Q3 2023 | 17 |
CAPITAL GUARDIAN TRUST CO | 16 | 1 | 0.10% | 0.14% | 0.16% | Q2 2013 | Q1 2019 | 17 |
SUMMIT FINANCIAL GROUP, INC. | 9 | 8 | 0.29% | 0.40% | 0.52% | Q3 2017 | Q3 2023 | 17 |
MOSELEY INVESTMENT MANAGEMENT INC | 10 | 7 | 0.62% | 1.61% | 2.69% | Q1 2019 | Q2 2023 | 17 |
Ruggie Capital Group | 14 | 3 | 0.01% | 2.82% | 10.20% | Q1 2015 | Q3 2019 | 17 |
LMCG INVESTMENTS, LLC | 10 | 7 | 0.05% | 0.23% | 0.54% | Q2 2013 | Q3 2023 | 17 |
Main Street Research LLC | 6 | 1 | 0.18% | 0.30% | 0.57% | Q2 2013 | Q3 2023 | 17 |
Saratoga Research & Investment Management | 14 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q2 2019 | 17 |
Invesco Ltd. | 9 | 8 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q3 2018 | 17 |
SIRIOS CAPITAL MANAGEMENT L P | 17 | 17 | 0.22% | 2.92% | 5.61% | Q4 2016 | Q4 2020 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.19% | 0.23% | 0.28% | Q3 2019 | Q3 2023 | 17 |
HOME FEDERAL BANK OF TENNESSEE | 17 | 17 | 0.25% | 0.28% | 0.32% | Q1 2017 | Q1 2021 | 17 |
GEODE CAPITAL MANAGEMENT, LLC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2021 | 17 |
Somerset Trust Co | 17 | 17 | 0.14% | 0.23% | 0.36% | Q3 2018 | Q3 2022 | 17 |
American Institute for Advanced Investment Management, LLP | 16 | 16 | 0.25% | 0.35% | 0.50% | Q4 2019 | Q3 2023 | 16 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 16 | 16 | 0.26% | 0.31% | 0.37% | Q4 2019 | Q3 2023 | 16 |
Trust Co of Kansas | 16 | 16 | 0.24% | 0.31% | 0.50% | Q4 2019 | Q3 2023 | 16 |
LAKE STREET FINANCIAL LLC | 16 | 16 | 0.08% | 0.10% | 0.13% | Q4 2019 | Q3 2023 | 16 |
SOMERVILLE KURT F | 16 | 16 | 0.14% | 0.21% | 0.28% | Q4 2012 | Q3 2016 | 16 |
Seven Springs Wealth Group, LLC | 16 | 16 | 0.34% | 0.42% | 0.51% | Q4 2019 | Q3 2023 | 16 |
SANDERS MORRIS HARRIS LLC | 14 | 2 | 0.67% | 0.97% | 2.36% | Q3 2019 | Q3 2023 | 16 |
GFG Capital, LLC | 16 | 16 | 0.07% | 0.48% | 1.46% | Q4 2019 | Q3 2023 | 16 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 16 | 16 | 0.06% | 0.07% | 0.08% | Q1 2018 | Q4 2021 | 16 |
Boulegeris Investments, Inc. | 16 | 16 | 0.14% | 0.15% | 0.18% | Q3 2014 | Q2 2018 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.11% | 0.13% | 0.16% | Q4 2019 | Q3 2023 | 16 |
DAVIDE LEONE & PARTNERS INVESTMENT Co LLP | 12 | 4 | 0.02% | 0.02% | 0.04% | Q3 2014 | Q4 2018 | 16 |
Apriem Advisors | 13 | 3 | 0.06% | 0.07% | 0.11% | Q4 2018 | Q4 2022 | 16 |
StrongBox Wealth, LLC | 16 | 16 | 0.22% | 0.50% | 1.02% | Q1 2020 | Q4 2023 | 16 |
Marks Group Wealth Management, Inc | 16 | 16 | 0.05% | 0.13% | 0.26% | Q4 2019 | Q3 2023 | 16 |
Newport Wealth Strategies, Inc. | 16 | 16 | 0.47% | 0.88% | 2.02% | Q4 2017 | Q3 2021 | 16 |
Private Wealth Partners, LLC | 12 | 4 | 0.04% | 0.05% | 0.06% | Q3 2014 | Q4 2018 | 16 |
JAMES INVESTMENT RESEARCH INC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2017 | 16 |
Beutel, Goodman & Co Ltd. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Pavion Blue Capital, LLC | 16 | 16 | 0.23% | 0.52% | 0.74% | Q4 2019 | Q3 2023 | 16 |
PRUDENTIAL PLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q2 2017 | 16 |
Miracle Mile Advisors, LLC | 10 | 6 | 0.02% | 0.11% | 0.23% | Q1 2018 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 1.62% | 1.94% | 2.18% | Q4 2019 | Q3 2023 | 16 |
Independent Family Office, LLC | 16 | 16 | 0.42% | 0.61% | 1.00% | Q4 2019 | Q3 2023 | 16 |
Hyperion Capital Advisors LP | 16 | 16 | 0.19% | 26.78% | 64.50% | Q4 2019 | Q3 2023 | 16 |
BAINCO INTERNATIONAL INVESTORS | 12 | 4 | 0.03% | 0.04% | 0.05% | Q3 2014 | Q4 2018 | 16 |
Key FInancial Inc | 16 | 16 | 0.34% | 0.48% | 0.66% | Q4 2019 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.05% | 0.11% | 0.20% | Q4 2019 | Q3 2023 | 16 |
AGRAN LIBBIE | 16 | 16 | 3.28% | 3.48% | 3.83% | Q2 2013 | Q1 2017 | 16 |
Carroll Financial Associates, Inc. | 16 | 16 | 0.05% | 0.13% | 0.19% | Q1 2018 | Q4 2021 | 16 |
BBVA USA Bancshares, Inc. | 12 | 4 | 0.01% | 0.02% | 0.07% | Q3 2014 | Q4 2018 | 16 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 12 | 4 | 0.07% | 0.22% | 0.41% | Q1 2014 | Q1 2018 | 16 |
Asset Allocation & Management Company, LLC | 16 | 16 | 0.38% | 0.55% | 0.95% | Q4 2019 | Q3 2023 | 16 |
Claret Asset Management Corp | 16 | 16 | 0.17% | 0.20% | 0.23% | Q4 2017 | Q3 2021 | 16 |
Regent Peak Wealth Advisors LLC | 16 | 16 | 0.23% | 0.28% | 0.32% | Q4 2019 | Q3 2023 | 16 |
COMMONWEALTH BANK OF AUSTRALIA | 16 | 16 | 0.20% | 0.98% | 2.09% | Q3 2015 | Q2 2019 | 16 |
HL FINANCIAL SERVICES LLC | 10 | 1 | 0.11% | 0.16% | 0.20% | Q2 2013 | Q1 2019 | 16 |
Kore Private Wealth LLC | 16 | 16 | 0.06% | 0.27% | 0.59% | Q4 2018 | Q3 2022 | 16 |
CHEMICAL BANK | 16 | 16 | 0.06% | 0.06% | 0.08% | Q3 2015 | Q2 2019 | 16 |
Maltin Wealth Management, Inc. | 16 | 16 | 0.40% | 0.67% | 1.11% | Q4 2019 | Q3 2023 | 16 |
HBC Financial Services, PLLC | 16 | 16 | 0.26% | 0.32% | 0.40% | Q4 2019 | Q3 2023 | 16 |
University of Maryland Foundation, Inc. | 16 | 16 | 2.54% | 16.40% | 26.98% | Q4 2019 | Q3 2023 | 16 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 15 | 1 | 0.06% | 0.16% | 0.64% | Q4 2018 | Q3 2023 | 16 |
BKS ADVISORS, LLC | 10 | 6 | 0.42% | 0.62% | 1.24% | Q1 2015 | Q1 2019 | 16 |
Signature Financial Management, Inc. | 8 | 1 | 0.35% | 1.24% | 2.58% | Q2 2013 | Q4 2018 | 16 |
MainStreet Investment Advisors LLC | 14 | 1 | 0.04% | 0.08% | 0.15% | Q3 2018 | Q3 2023 | 16 |
Greylin Investment Management, Inc | 13 | 1 | 0.09% | 0.11% | 0.15% | Q4 2013 | Q2 2020 | 16 |
CAROLINAS WEALTH CONSULTING LLC | 16 | 16 | 0.09% | 0.96% | 1.77% | Q4 2019 | Q3 2023 | 16 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.01% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Circle Wealth Management, LLC | 15 | 15 | 0.42% | 1.97% | 2.81% | Q1 2020 | Q3 2023 | 15 |
Global Endowment Management, LP | 15 | 15 | 0.37% | 0.81% | 1.16% | Q4 2014 | Q2 2018 | 15 |
Citizens National Bank Trust Department | 15 | 15 | 1.14% | 1.32% | 1.95% | Q1 2020 | Q3 2023 | 15 |
CX Institutional | 11 | 4 | 0.06% | 0.08% | 0.12% | Q3 2019 | Q2 2023 | 15 |
Certified Advisory Corp | 11 | 4 | 0.09% | 0.14% | 0.22% | Q3 2019 | Q3 2023 | 15 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 1 | 0.00% | 0.07% | 0.22% | Q2 2017 | Q1 2021 | 15 |
Fosun International Ltd | 15 | 15 | 0.08% | 0.12% | 0.28% | Q3 2018 | Q1 2022 | 15 |
Copperwynd Financial, LLC | 15 | 15 | 0.17% | 0.33% | 0.43% | Q4 2017 | Q2 2021 | 15 |
Concert Wealth Management Inc. | 9 | 6 | 0.11% | 0.17% | 0.31% | Q2 2013 | Q1 2017 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.03% | 0.07% | 0.09% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.05% | 0.07% | 0.10% | Q1 2020 | Q3 2023 | 15 |
BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. | 8 | 7 | 0.89% | 1.71% | 4.40% | Q1 2019 | Q3 2023 | 15 |
Virtu KCG Holdings LLC | 9 | 6 | 0.14% | 0.60% | 0.94% | Q3 2013 | Q2 2017 | 15 |
CONNORS INVESTOR SERVICES INC | 15 | 15 | 0.34% | 0.42% | 0.57% | Q2 2014 | Q4 2017 | 15 |
CORRADO ADVISORS, LLC | 15 | 15 | 0.68% | 0.96% | 1.51% | Q1 2016 | Q3 2019 | 15 |
Integrated Investment Consultants, LLC | 15 | 15 | 0.13% | 0.19% | 0.29% | Q1 2020 | Q3 2023 | 15 |
Arkfeld Wealth Strategies, L.L.C. | 15 | 15 | 2.29% | 2.68% | 3.28% | Q4 2019 | Q2 2023 | 15 |
Cardan Capital Partners, LLC | 15 | 15 | 0.04% | 0.06% | 0.30% | Q1 2018 | Q3 2021 | 15 |
BlackRock Group LTD | 15 | 15 | 0.15% | 0.16% | 0.18% | Q2 2013 | Q4 2016 | 15 |
Terra Nova Asset Management LLC | 12 | 3 | 0.33% | 0.45% | 0.82% | Q2 2018 | Q3 2023 | 15 |
Wealth Alliance | 15 | 15 | 0.08% | 0.10% | 0.15% | Q1 2020 | Q3 2023 | 15 |
Graypoint LLC | 15 | 15 | 0.10% | 0.15% | 0.25% | Q1 2020 | Q3 2023 | 15 |
Simplicity Solutions, LLC | 12 | 3 | 0.01% | 0.04% | 0.20% | Q4 2017 | Q3 2023 | 15 |
Silicon Hills Wealth Management, LLC | 15 | 15 | 0.52% | 0.63% | 0.72% | Q4 2019 | Q2 2023 | 15 |
PFG Private Wealth Management, LLC | 15 | 15 | 0.25% | 0.91% | 1.82% | Q4 2019 | Q2 2023 | 15 |
SkyOak Wealth, LLC | 15 | 15 | 0.15% | 0.26% | 0.33% | Q4 2019 | Q2 2023 | 15 |
XML Financial, LLC | 15 | 15 | 0.11% | 0.15% | 0.24% | Q1 2020 | Q3 2023 | 15 |
KFA Private Wealth Group, LLC | 15 | 15 | 0.21% | 0.24% | 0.32% | Q1 2020 | Q3 2023 | 15 |
Assenagon Asset Management S.A. | 12 | 1 | 0.00% | 0.04% | 0.20% | Q4 2017 | Q3 2023 | 15 |
SQ Advisors, LLC | 15 | 15 | 0.14% | 0.18% | 0.27% | Q2 2013 | Q4 2016 | 15 |
MML INVESTORS SERVICES, LLC | 15 | 15 | 0.01% | 0.03% | 0.27% | Q1 2017 | Q3 2020 | 15 |
FORBES J M & CO LLP | 15 | 15 | 0.05% | 0.06% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Garde Capital, Inc. | 15 | 15 | 0.11% | 0.13% | 0.16% | Q2 2014 | Q4 2017 | 15 |
OXFORD FINANCIAL GROUP, LTD. LLC | 15 | 15 | 0.14% | 0.31% | 0.54% | Q1 2020 | Q3 2023 | 15 |
Beacon Pointe Advisors, LLC | 15 | 15 | 0.01% | 0.05% | 0.09% | Q1 2020 | Q3 2023 | 15 |
Orion Portfolio Solutions, LLC | 15 | 15 | 0.01% | 0.33% | 0.62% | Q1 2020 | Q3 2023 | 15 |
Wealth Advisors of Iowa, LLC | 15 | 15 | 0.55% | 0.80% | 1.15% | Q1 2020 | Q3 2023 | 15 |
Chesapeake Wealth Management | 15 | 15 | 0.11% | 0.13% | 0.15% | Q1 2018 | Q3 2021 | 15 |
FormulaFolio Investments, LLC | 13 | 2 | 0.01% | 0.04% | 0.06% | Q4 2016 | Q4 2020 | 15 |
AlphaStar Capital Management, LLC | 15 | 15 | 0.04% | 0.07% | 0.08% | Q2 2019 | Q4 2022 | 15 |
I.G.Y. Ltd | 15 | 15 | 17.30% | 23.18% | 30.82% | Q1 2020 | Q3 2023 | 15 |
LYNCH & ASSOCIATES/IN | 10 | 4 | 0.10% | 0.11% | 0.12% | Q3 2014 | Q2 2018 | 14 |
AlphaCore Capital LLC | 5 | 4 | 0.08% | 0.34% | 0.58% | Q4 2019 | Q3 2023 | 14 |
INSIGHT 2811, INC. | 14 | 14 | 2.50% | 7.36% | 14.19% | Q2 2013 | Q3 2016 | 14 |
IEQ CAPITAL, LLC | 11 | 1 | 0.30% | 0.38% | 0.48% | Q4 2019 | Q3 2023 | 14 |
BI Asset Management Fondsmaeglerselskab A/S | 14 | 14 | 0.02% | 0.09% | 0.22% | Q2 2020 | Q3 2023 | 14 |
SENTINEL TRUST CO LBA | 9 | 5 | 0.13% | 0.27% | 0.38% | Q1 2020 | Q3 2023 | 14 |
Cordatus Wealth Management LLC | 10 | 1 | 0.13% | 0.17% | 0.22% | Q4 2018 | Q2 2023 | 14 |
KEELEY ASSET MANAGEMENT CORP | 14 | 14 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q4 2016 | 14 |
ALPS ADVISORS INC | 14 | 14 | 2.10% | 3.44% | 5.25% | Q2 2018 | Q3 2021 | 14 |
Hall Kathryn A. | 14 | 14 | 0.14% | 1.99% | 4.92% | Q2 2020 | Q3 2023 | 14 |
Archer Investment Corp | 14 | 14 | 0.15% | 0.17% | 0.19% | Q4 2019 | Q1 2023 | 14 |
PLIMOTH TRUST CO LLC | 14 | 14 | 0.17% | 0.26% | 0.32% | Q2 2020 | Q3 2023 | 14 |
WEDBUSH SECURITIES INC | 4 | 1 | 0.01% | 0.03% | 0.05% | Q1 2014 | Q3 2023 | 14 |
Global Frontier Investments LLC | 14 | 14 | 4.08% | 8.83% | 11.15% | Q2 2020 | Q3 2023 | 14 |
Benchmark Capital Advisors | 9 | 1 | 0.40% | 1.44% | 3.35% | Q1 2014 | Q4 2018 | 14 |
MARSHALL WACE, LLP | 6 | 1 | 0.00% | 0.04% | 0.12% | Q1 2017 | Q3 2023 | 14 |
Financial Advocates Investment Management | 14 | 14 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q2 2021 | 14 |
Marietta Wealth Management, LLC | 11 | 1 | 0.18% | 0.29% | 0.53% | Q3 2019 | Q2 2023 | 14 |
LEVIN CAPITAL STRATEGIES, L.P. | 13 | 1 | 0.00% | 0.09% | 0.13% | Q2 2016 | Q3 2023 | 14 |
J.W. COLE ADVISORS, INC. | 9 | 2 | 0.03% | 0.13% | 0.73% | Q4 2019 | Q3 2023 | 14 |
BlackRock Institutional Trust Company, N.A. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2016 | 14 |
Capital Wealth Alliance, LLC | 14 | 14 | 0.26% | 0.31% | 0.40% | Q2 2020 | Q3 2023 | 14 |
CAPITAL ADVISORS INC/OK | 14 | 14 | 0.21% | 0.26% | 0.34% | Q2 2013 | Q3 2016 | 14 |
DAVIDSON & GARRARD INC | 13 | 1 | 0.10% | 0.16% | 0.19% | Q2 2013 | Q3 2017 | 14 |
Allianz Asset Management GmbH | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 14 |
IFC Holdings Incorporated/FL | 14 | 14 | 0.08% | 0.09% | 0.11% | Q3 2014 | Q4 2017 | 14 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 14 | 14 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2023 | 14 |
AJ WEALTH STRATEGIES, LLC | 14 | 14 | 0.13% | 0.18% | 0.22% | Q1 2020 | Q2 2023 | 14 |
Wealthstar Advisors, LLC | 10 | 4 | 0.12% | 0.18% | 0.22% | Q2 2019 | Q3 2023 | 14 |
Eudaimonia Partners, LLC | 7 | 7 | 0.07% | 0.10% | 0.13% | Q1 2020 | Q3 2023 | 14 |
WINTON GROUP Ltd | 14 | 14 | 1.44% | 5.55% | 9.97% | Q2 2020 | Q3 2023 | 14 |
Capital International Investors | 14 | 14 | 0.00% | 0.09% | 0.47% | Q3 2018 | Q4 2021 | 14 |
CMT TRADING LLC | 7 | 1 | 1.13% | 16.85% | 54.87% | Q1 2014 | Q4 2017 | 14 |
L & S Advisors Inc | 14 | 14 | 0.20% | 0.23% | 0.31% | Q4 2018 | Q1 2022 | 14 |
Delta Investment Management, LLC | 14 | 14 | 0.56% | 0.73% | 1.04% | Q1 2020 | Q2 2023 | 14 |
Voya Financial Advisors, Inc. | 13 | 13 | 0.02% | 0.02% | 0.04% | Q3 2016 | Q3 2019 | 13 |
Manchester Capital Management LLC | 10 | 1 | 0.06% | 0.10% | 0.20% | Q2 2014 | Q3 2023 | 13 |
Yorktown Management & Research Co Inc | 13 | 13 | 0.06% | 0.10% | 0.18% | Q4 2016 | Q4 2019 | 13 |
KBC Group NV | 6 | 2 | 0.01% | 0.04% | 0.09% | Q3 2013 | Q4 2019 | 13 |
Private Capital Group, LLC | 13 | 13 | 0.06% | 0.06% | 0.07% | Q4 2017 | Q4 2020 | 13 |
Hudock, Inc. | 13 | 13 | 0.09% | 0.21% | 0.28% | Q1 2015 | Q1 2018 | 13 |
Merriman Wealth Management, LLC | 8 | 1 | 0.04% | 0.19% | 0.41% | Q4 2014 | Q4 2021 | 13 |
CAHILL FINANCIAL ADVISORS INC | 13 | 13 | 0.08% | 0.09% | 0.12% | Q3 2020 | Q3 2023 | 13 |
KANALY TRUST CO | 13 | 13 | 0.09% | 0.11% | 0.14% | Q4 2013 | Q4 2016 | 13 |
CORNERCAP INVESTMENT COUNSEL INC | 13 | 13 | 0.07% | 0.08% | 0.08% | Q4 2013 | Q4 2016 | 13 |
McLean Asset Management Corp | 13 | 13 | 0.16% | 0.22% | 0.39% | Q4 2020 | Q4 2023 | 13 |
JEPPSON WEALTH MANAGEMENT, LLC | 13 | 13 | 0.18% | 0.22% | 0.25% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.09% | 0.11% | 0.13% | Q3 2020 | Q3 2023 | 13 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 6 | 6 | 0.01% | 2.72% | 4.64% | Q4 2014 | Q4 2017 | 13 |
AM INVESTMENT STRATEGIES LLC | 13 | 13 | 0.54% | 0.73% | 1.04% | Q3 2020 | Q3 2023 | 13 |
Swedbank | 13 | 13 | 0.82% | 1.18% | 1.67% | Q4 2017 | Q4 2020 | 13 |
RMR Wealth Builders | 7 | 1 | 0.08% | 0.14% | 0.33% | Q4 2019 | Q3 2023 | 13 |
Wealth Quarterback LLC | 6 | 1 | 0.24% | 0.36% | 0.55% | Q1 1987 | Q3 2023 | 13 |
Equinox Partners Investment Management LLC | 13 | 13 | 2.17% | 6.45% | 10.77% | Q2 2013 | Q2 2016 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.04% | 0.07% | 0.11% | Q3 2020 | Q3 2023 | 13 |
Lido Advisors, LLC | 9 | 1 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 13 |
Banque Cantonale Vaudoise | 13 | 13 | 0.06% | 0.08% | 0.11% | Q3 2020 | Q3 2023 | 13 |
ARVEST TRUST CO N A | 8 | 5 | 0.05% | 0.09% | 0.14% | Q2 2013 | Q3 2023 | 13 |
FRANKLIN STREET ADVISORS INC /NC | 13 | 13 | 0.04% | 0.31% | 0.52% | Q4 2014 | Q4 2017 | 13 |
Evanston Investments, Inc., dba Evanston Advisors | 4 | 1 | 0.06% | 0.08% | 0.15% | Q2 2013 | Q4 2018 | 13 |
FDx Advisors, Inc. | 9 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2019 | 13 |
MACNEALY HOOVER INVESTMENT MANAGEMENT INC | 12 | 1 | 2.27% | 3.91% | 5.05% | Q4 2013 | Q3 2019 | 13 |
Realta Investment Advisors | 13 | 13 | 0.48% | 0.53% | 0.60% | Q3 2020 | Q3 2023 | 13 |
BTR CAPITAL MANAGEMENT INC | 7 | 2 | 0.05% | 0.11% | 0.47% | Q2 2013 | Q3 2017 | 13 |
Cypress Wealth Advisors LLC | 13 | 13 | 0.21% | 0.30% | 0.44% | Q2 2015 | Q2 2018 | 13 |
Occidental Asset Management, LLC | 13 | 13 | 0.21% | 0.32% | 0.51% | Q2 2020 | Q2 2023 | 13 |
FAIRFIELD, BUSH & CO. | 8 | 5 | 0.06% | 0.08% | 0.12% | Q2 2014 | Q4 2017 | 13 |
Perennial Advisors, LLC | 12 | 1 | 3.64% | 5.26% | 5.94% | Q1 2017 | Q2 2020 | 13 |
Magnus Financial Group LLC | 13 | 13 | 0.15% | 0.34% | 0.47% | Q1 2020 | Q1 2023 | 13 |
RITHOLTZ WEALTH MANAGEMENT | 13 | 13 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Stratos Wealth Advisors, LLC | 13 | 13 | 0.03% | 0.05% | 0.08% | Q2 2020 | Q2 2023 | 13 |
Truepoint, Inc. | 8 | 2 | 0.00% | 0.21% | 0.54% | Q4 2016 | Q1 2021 | 13 |
Icon Wealth Partners, LLC | 10 | 3 | 0.04% | 0.06% | 0.11% | Q1 2020 | Q3 2023 | 13 |
Trilogy Capital Inc. | 9 | 4 | 0.03% | 0.07% | 0.21% | Q4 2017 | Q1 2022 | 13 |
Waverly Advisors, LLC | 7 | 2 | 0.04% | 0.16% | 0.26% | Q2 2013 | Q3 2023 | 13 |
HENDLEY & CO INC | 13 | 13 | 0.13% | 0.17% | 0.22% | Q3 2020 | Q3 2023 | 13 |
MEEDER ASSET MANAGEMENT INC | 10 | 3 | 0.02% | 0.03% | 0.08% | Q2 2019 | Q3 2022 | 13 |
Hurlow Wealth Management Group, Inc. | 13 | 13 | 0.47% | 0.58% | 0.73% | Q3 2020 | Q3 2023 | 13 |
Paragon Wealth Strategies, LLC | 12 | 12 | 0.33% | 0.69% | 1.68% | Q1 2021 | Q4 2023 | 12 |
Investors Capital Advisory Services | 12 | 12 | 0.12% | 0.17% | 0.26% | Q3 2013 | Q2 2016 | 12 |
UNITED BANK | 12 | 12 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Rede Wealth, LLC | 12 | 12 | 44.46% | 51.19% | 57.56% | Q4 2020 | Q3 2023 | 12 |
FINANCIAL MANAGEMENT NETWORK INC | 12 | 12 | 0.54% | 0.64% | 0.79% | Q4 2020 | Q3 2023 | 12 |
Destiny Wealth Partners, LLC | 12 | 12 | 0.54% | 1.35% | 1.65% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.06% | 0.08% | 0.11% | Q4 2018 | Q3 2021 | 12 |
B. Riley Financial, Inc. | 12 | 12 | 0.07% | 0.14% | 0.31% | Q4 2015 | Q3 2018 | 12 |
Allegheny Financial Group LTD | 12 | 12 | 0.72% | 0.82% | 1.13% | Q4 2020 | Q3 2023 | 12 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 8 | 4 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q4 2017 | 12 |
SMITH HAYES Advisers, Inc | 12 | 12 | 1.54% | 2.46% | 2.90% | Q2 2013 | Q1 2016 | 12 |
MARCO INVESTMENT MANAGEMENT LLC | 10 | 2 | 0.17% | 4.46% | 25.73% | Q3 2014 | Q3 2017 | 12 |
Heron Bay Capital Management | 12 | 12 | 0.14% | 0.22% | 0.29% | Q4 2020 | Q3 2023 | 12 |
Bond & Devick Financial Network, Inc. | 12 | 12 | 1.49% | 1.78% | 2.38% | Q4 2020 | Q3 2023 | 12 |
Lazard Freres Gestion S.A.S. | 12 | 12 | 0.14% | 0.20% | 0.24% | Q4 2020 | Q3 2023 | 12 |
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 12 | 12 | 1.00% | 1.19% | 1.51% | Q4 2020 | Q3 2023 | 12 |
Vision Capital Management, Inc. | 9 | 1 | 0.04% | 0.26% | 2.27% | Q2 2015 | Q3 2019 | 12 |
BAR HARBOR TRUST SERVICES | 9 | 1 | 0.00% | 0.14% | 0.19% | Q2 2013 | Q2 2022 | 12 |
Private Vista, LLC | 12 | 12 | 0.25% | 0.44% | 0.65% | Q3 2017 | Q2 2020 | 12 |
Sage Mountain Advisors LLC | 12 | 12 | 0.49% | 0.67% | 0.91% | Q4 2020 | Q3 2023 | 12 |
AMICA MUTUAL INSURANCE CO | 12 | 12 | 0.80% | 0.93% | 1.13% | Q2 2013 | Q1 2016 | 12 |
AMICA PENSION FUND BOARD OF TRUSTEES | 12 | 12 | 0.74% | 0.81% | 0.88% | Q2 2013 | Q1 2016 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.06% | 0.09% | 0.12% | Q4 2018 | Q3 2021 | 12 |
Cresset Asset Management, LLC | 6 | 1 | 0.00% | 0.02% | 0.12% | Q1 2019 | Q3 2023 | 12 |
ONE Advisory Partners, LLC | 12 | 12 | 0.22% | 0.26% | 0.31% | Q2 2020 | Q1 2023 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.06% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Intrua Financial, LLC | 12 | 12 | 0.32% | 0.44% | 0.67% | Q2 2020 | Q1 2023 | 12 |
ATLAS CAPITAL ADVISORS LLC | 4 | 1 | 0.21% | 0.26% | 0.37% | Q3 2018 | Q3 2023 | 12 |
Capstone Triton Financial Group, LLC | 12 | 12 | 0.21% | 0.37% | 0.91% | Q4 2020 | Q3 2023 | 12 |
Soditic Asset Management LLP | 12 | 12 | 6.93% | 15.67% | 27.28% | Q4 2020 | Q3 2023 | 12 |
Transamerica Financial Advisors, Inc. | 12 | 12 | 0.06% | 0.07% | 0.11% | Q2 2013 | Q1 2016 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
SFMG, LLC | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Hoese & Co LLP | 12 | 12 | 1.46% | 2.87% | 4.37% | Q1 2021 | Q4 2023 | 12 |
WFG Advisors, LP | 9 | 3 | 0.06% | 0.08% | 0.11% | Q2 2013 | Q2 2017 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Kercheville Advisors, LLC | 12 | 12 | 0.19% | 0.27% | 0.42% | Q4 2020 | Q3 2023 | 12 |
Geneva Advisors, LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q3 2014 | Q2 2017 | 12 |
Galvin, Gaustad & Stein, LLC | 12 | 12 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Facet Wealth, Inc. | 12 | 12 | 0.02% | 0.04% | 0.08% | Q4 2020 | Q3 2023 | 12 |
7G CAPITAL MANAGEMENT, LLC | 12 | 12 | 7.84% | 9.46% | 16.50% | Q4 2020 | Q3 2023 | 12 |
Parkwood LLC | 12 | 12 | 0.67% | 0.94% | 1.26% | Q4 2013 | Q3 2016 | 12 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 8 | 4 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q4 2017 | 12 |
Grace Capital | 10 | 2 | 0.65% | 1.02% | 1.89% | Q2 2018 | Q2 2021 | 12 |
CONGRESS ASSET MANAGEMENT CO /MA | 12 | 12 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q2 2020 | 12 |
Bard Financial Services, Inc. | 12 | 12 | 0.52% | 0.60% | 0.98% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
ENCOMPASS WEALTH ADVISORS, LLC | 12 | 12 | 0.10% | 0.14% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Source Financial Advisors LLC | 12 | 12 | 0.09% | 0.14% | 0.18% | Q4 2020 | Q3 2023 | 12 |
ASSET MANAGEMENT CORP /IL/ /ADV | 11 | 1 | 0.17% | 0.25% | 0.39% | Q4 2019 | Q1 2023 | 12 |
EMORY UNIVERSITY | 12 | 12 | 21.90% | 29.12% | 61.49% | Q4 2016 | Q3 2019 | 12 |
Tranquilli Financial Advisor LLC | 12 | 12 | 0.31% | 0.34% | 0.38% | Q4 2020 | Q3 2023 | 12 |
InterOcean Capital Group, LLC | 12 | 12 | 0.14% | 0.21% | 0.34% | Q4 2020 | Q3 2023 | 12 |
OAK FAMILY ADVISORS, LLC | 12 | 12 | 0.15% | 0.20% | 0.25% | Q4 2020 | Q3 2023 | 12 |
Mutual Advisors, LLC | 12 | 12 | 0.10% | 0.20% | 0.25% | Q4 2020 | Q3 2023 | 12 |
BOURNE LENT ASSET MANAGEMENT INC | 12 | 12 | 0.46% | 0.63% | 0.94% | Q4 2020 | Q3 2023 | 12 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 12 | 12 | 0.09% | 0.10% | 0.12% | Q4 2020 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 2.36% | 2.56% | 2.81% | Q4 2020 | Q3 2023 | 12 |
44 WEALTH MANAGEMENT LLC | 11 | 11 | 0.31% | 0.33% | 0.38% | Q4 2020 | Q2 2023 | 11 |
Perennial Investment Advisors, LLC | 11 | 11 | 1.45% | 3.85% | 5.02% | Q4 2019 | Q2 2022 | 11 |
F/M Investments LLC | 7 | 4 | 0.59% | 0.75% | 1.14% | Q4 2020 | Q3 2023 | 11 |
AMP Capital Investors Ltd | 4 | 1 | 0.00% | 0.02% | 0.06% | Q2 2014 | Q3 2021 | 11 |
Lucia Wealth Services, LLC | 11 | 11 | 0.35% | 0.51% | 0.72% | Q1 2018 | Q3 2020 | 11 |
ADVISORY RESEARCH INC | 11 | 11 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2015 | 11 |
Lumbard & Kellner, LLC | 9 | 2 | 0.27% | 0.74% | 1.41% | Q4 2020 | Q3 2023 | 11 |
Turim 21 Investimentos Ltda. | 11 | 11 | 0.56% | 1.20% | 1.88% | Q1 2021 | Q3 2023 | 11 |
LOGAN CAPITAL MANAGEMENT INC | 11 | 11 | 0.07% | 0.09% | 0.13% | Q3 2013 | Q1 2016 | 11 |
J. W. Coons Advisors, LLC | 10 | 1 | 0.24% | 0.28% | 0.33% | Q1 2020 | Q3 2023 | 11 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 7 | 4 | 0.08% | 0.10% | 0.14% | Q4 2019 | Q3 2022 | 11 |
HEADINVEST, LLC | 11 | 11 | 0.08% | 0.10% | 0.12% | Q1 2021 | Q3 2023 | 11 |
Kingsview Wealth Management, LLC | 6 | 5 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Legal Advantage Investments, Inc. | 11 | 11 | 0.27% | 0.33% | 0.40% | Q4 2020 | Q2 2023 | 11 |
Cornerstone Wealth Advisors, Inc. | 11 | 11 | 0.43% | 0.49% | 0.56% | Q1 2021 | Q3 2023 | 11 |
High Falls Advisors, Inc | 11 | 11 | 0.10% | 0.13% | 0.15% | Q4 2020 | Q2 2023 | 11 |
Integrated Wealth Concepts LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
TriaGen Wealth Management LLC | 11 | 11 | 0.20% | 0.24% | 0.29% | Q4 2020 | Q2 2023 | 11 |
Parker Investment Management, LLC | 11 | 11 | 0.05% | 0.16% | 0.27% | Q1 2021 | Q3 2023 | 11 |
RBA Wealth Management, LLC | 8 | 3 | 0.39% | 0.73% | 1.98% | Q1 2020 | Q4 2022 | 11 |
Hirtle Callaghan & Co LLC | 4 | 1 | 0.05% | 3.39% | 19.52% | Q2 2013 | Q3 2023 | 11 |
Smith Affiliated Capital Corp. | 6 | 5 | 0.27% | 0.46% | 0.58% | Q1 2013 | Q4 2015 | 11 |
Gitterman Wealth Management, LLC | 11 | 11 | 0.22% | 0.50% | 0.85% | Q1 2021 | Q3 2023 | 11 |
Mariner Wealth Advisors-Cincinnati, LLC | 8 | 3 | 0.13% | 0.17% | 0.23% | Q4 2015 | Q3 2018 | 11 |
Silicon Valley Community Foundation | 11 | 11 | 2.34% | 5.38% | 9.32% | Q1 2021 | Q3 2023 | 11 |
Willis Investment Counsel | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Pinnacle Family Advisors, LLC | 11 | 11 | 0.91% | 1.22% | 1.65% | Q1 2019 | Q3 2021 | 11 |
CoreFirst Bank & Trust | 11 | 11 | 0.26% | 0.33% | 0.38% | Q1 2021 | Q3 2023 | 11 |
Wealthcare Advisory Partners LLC | 6 | 5 | 0.02% | 0.09% | 0.16% | Q1 2020 | Q3 2023 | 11 |
Oxler Private Wealth LLC | 11 | 11 | 0.54% | 0.67% | 0.80% | Q1 2021 | Q3 2023 | 11 |
SAGE RHINO CAPITAL LLC | 11 | 11 | 0.13% | 0.27% | 0.33% | Q1 2021 | Q3 2023 | 11 |
Kovitz Investment Group, LLC | 11 | 11 | 0.20% | 0.76% | 1.76% | Q2 2013 | Q4 2015 | 11 |
ATHERTON LANE ADVISERS, LLC | 11 | 11 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q4 2015 | 11 |
Arlington Partners LLC | 11 | 11 | 0.14% | 2.82% | 6.76% | Q4 2017 | Q2 2020 | 11 |
Dorsey Wright & Associates | 8 | 3 | 0.03% | 0.12% | 0.23% | Q2 2013 | Q1 2016 | 11 |
NORTHSTAR ASSET MANAGEMENT INC | 11 | 11 | 1.46% | 1.97% | 2.38% | Q1 2021 | Q3 2023 | 11 |
SOA Wealth Advisors, LLC. | 7 | 4 | 0.10% | 0.71% | 0.92% | Q4 2020 | Q3 2023 | 11 |
Windsor Creek Advisors, LLC | 5 | 1 | 0.22% | 1.59% | 2.12% | Q4 2018 | Q4 2021 | 11 |
Connor, Clark & Lunn Investment Management Ltd. | 11 | 11 | 0.00% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Gladstone Institutional Advisory LLC | 11 | 11 | 0.07% | 0.12% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Fortis Advisors, LLC | 11 | 11 | 0.24% | 0.30% | 0.38% | Q1 2021 | Q3 2023 | 11 |
GSA CAPITAL PARTNERS LLP | 5 | 1 | 0.01% | 0.05% | 0.18% | Q2 2014 | Q2 2022 | 11 |
Regency Capital Management Inc.\DE | 11 | 11 | 0.29% | 0.42% | 0.56% | Q1 2021 | Q3 2023 | 11 |
Personal Capital Advisors Corp | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2022 | 11 |
BlackRock Investment Management, LLC | 9 | 2 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 11 |
Sleep, Zakaria & CO Ltd. | 11 | 11 | 7.05% | 8.20% | 9.64% | Q3 2011 | Q1 2014 | 11 |
Spire Wealth Management | 11 | 11 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Quaker Wealth Management, LLC | 7 | 4 | 0.16% | 0.20% | 0.24% | Q2 2020 | Q2 2023 | 11 |
Principal Street Partners, LLC | 8 | 1 | 0.40% | 0.90% | 1.68% | Q3 2020 | Q3 2023 | 11 |
Pratt Collard Advisory Partners LLC | 11 | 11 | 0.72% | 0.76% | 0.84% | Q4 2017 | Q2 2020 | 11 |
HARRIS ASSOCIATES L P | 8 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 11 |
World Asset Management Inc | 11 | 11 | 0.02% | 0.10% | 0.16% | Q1 2019 | Q3 2021 | 11 |
Canvas Wealth Advisors, LLC | 11 | 11 | 0.81% | 0.97% | 1.26% | Q1 2021 | Q3 2023 | 11 |
MARSHFIELD ASSOCIATES | 11 | 11 | 0.51% | 0.98% | 1.51% | Q2 2013 | Q4 2015 | 11 |
Salient Capital Advisors, LLC | 6 | 5 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2017 | 11 |
HYA Advisors, Inc | 11 | 11 | 0.16% | 0.18% | 0.22% | Q4 2019 | Q2 2022 | 11 |
BHF Kleinwort Benson Group S.A. | 10 | 1 | 0.02% | 0.10% | 0.18% | Q2 2013 | Q1 2016 | 11 |
Northstar Advisory Group, LLC | 8 | 3 | 0.26% | 0.32% | 0.39% | Q4 2020 | Q3 2023 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.06% | 0.08% | 0.11% | Q4 2018 | Q2 2021 | 11 |
BNP Paribas Asset Management Holding S.A. | 11 | 11 | 0.01% | 0.01% | 0.03% | Q1 2014 | Q3 2016 | 11 |
Advisors Capital Management, LLC | 10 | 1 | 0.04% | 0.06% | 0.07% | Q3 2020 | Q2 2023 | 11 |
KMG FIDUCIARY PARTNERS, LLC | 10 | 10 | 0.13% | 0.15% | 0.17% | Q2 2021 | Q3 2023 | 10 |
3D/L Capital Management, LLC | 10 | 10 | 0.10% | 0.12% | 0.15% | Q1 2021 | Q2 2023 | 10 |
Twin Lakes Capital Management, LLC | 6 | 4 | 0.46% | 0.58% | 0.74% | Q4 2020 | Q2 2023 | 10 |
Newport Capital Group, LLC | 9 | 1 | 0.26% | 0.36% | 0.47% | Q4 2020 | Q2 2023 | 10 |
Clarius Group, LLC | 9 | 1 | 0.24% | 0.72% | 0.96% | Q4 2015 | Q3 2019 | 10 |
Sicart Associates LLC | 10 | 10 | 0.08% | 0.10% | 0.12% | Q3 2019 | Q4 2021 | 10 |
NICOLET BANKSHARES INC | 10 | 10 | 0.12% | 0.13% | 0.15% | Q1 2016 | Q2 2018 | 10 |
Amica Retiree Medical Trust | 10 | 10 | 0.46% | 0.51% | 0.55% | Q4 2013 | Q1 2016 | 10 |
ACADIAN ASSET MANAGEMENT LLC | 10 | 10 | 0.01% | 0.10% | 0.15% | Q2 2021 | Q3 2023 | 10 |
MSF Capital, LLC | 10 | 10 | 0.26% | 0.39% | 1.16% | Q2 2013 | Q3 2015 | 10 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 10 |
Cornerstone Capital, Inc. | 8 | 2 | 0.05% | 0.06% | 0.10% | Q1 2015 | Q4 2017 | 10 |
Cadent Capital Advisors, LLC | 10 | 10 | 1.04% | 1.34% | 1.86% | Q2 2021 | Q3 2023 | 10 |
BANCORPSOUTH INC | 7 | 3 | 0.02% | 0.04% | 0.08% | Q4 2014 | Q3 2017 | 10 |
Ullmann Wealth Partners Group, LLC | 7 | 3 | 0.18% | 0.21% | 0.23% | Q4 2016 | Q2 2019 | 10 |
Truvvo Partners LLC | 10 | 10 | 1.11% | 1.34% | 1.55% | Q4 2015 | Q1 2018 | 10 |
Advanced Asset Management Advisors Inc | 10 | 10 | 0.18% | 0.20% | 0.23% | Q4 2017 | Q1 2020 | 10 |
CREDIT SUISSE AG/ | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
CYPRESS ASSET MANAGEMENT INC/TX | 6 | 4 | 0.04% | 0.04% | 0.05% | Q3 2014 | Q2 2017 | 10 |
Lorne Steinberg Wealth Management Inc. | 10 | 10 | 0.19% | 0.20% | 0.24% | Q2 2021 | Q3 2023 | 10 |
NORTHEAST INVESTMENT MANAGEMENT | 7 | 3 | 0.02% | 0.05% | 0.08% | Q4 2013 | Q4 2019 | 10 |
Capital Impact Advisors, LLC | 10 | 10 | 0.37% | 0.40% | 0.46% | Q1 2015 | Q2 2017 | 10 |
WESTWOOD HOLDINGS GROUP INC | 9 | 1 | 0.01% | 0.03% | 0.04% | Q2 2017 | Q3 2023 | 10 |
First Trust Capital Management L.P. | 10 | 10 | 0.28% | 1.25% | 2.62% | Q4 2016 | Q1 2019 | 10 |
SOL Capital Management CO | 6 | 4 | 0.07% | 0.08% | 0.09% | Q3 2014 | Q2 2017 | 10 |
ALPHASIMPLEX GROUP, LLC | 6 | 4 | 0.36% | 0.57% | 0.97% | Q1 2019 | Q3 2021 | 10 |
GENESEE VALLEY TRUST CO | 10 | 10 | 0.23% | 0.26% | 0.29% | Q2 2013 | Q3 2015 | 10 |
360 Financial, Inc. | 10 | 10 | 0.41% | 0.50% | 0.66% | Q2 2021 | Q3 2023 | 10 |
Fort Sheridan Advisors LLC | 10 | 10 | 0.14% | 0.33% | 0.46% | Q2 2021 | Q3 2023 | 10 |
Pallas Capital Advisors LLC | 10 | 10 | 0.02% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.08% | 0.10% | 0.14% | Q2 2013 | Q3 2015 | 10 |
SHELTON CAPITAL MANAGEMENT | 10 | 10 | 0.11% | 0.14% | 0.18% | Q3 2014 | Q4 2016 | 10 |
WMS Partners, LLC | 6 | 4 | 0.08% | 0.17% | 0.38% | Q4 2014 | Q4 2021 | 10 |
HFR Wealth Management, LLC | 10 | 10 | 0.37% | 0.50% | 0.70% | Q2 2021 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Holowesko Partners Ltd. | 10 | 10 | 4.96% | 8.73% | 12.32% | Q3 2019 | Q4 2021 | 10 |
Sageworth Trust Co | 10 | 10 | 0.19% | 0.21% | 0.25% | Q3 2020 | Q4 2022 | 10 |
Community Financial Services Group, LLC | 10 | 10 | 0.10% | 0.11% | 0.12% | Q2 2016 | Q3 2018 | 10 |
Harbour Capital Advisors, LLC | 10 | 10 | 0.22% | 0.28% | 0.32% | Q3 2021 | Q4 2023 | 10 |
MATHER GROUP, LLC. | 6 | 4 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q2 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.25% | 0.33% | 0.47% | Q2 2021 | Q3 2023 | 10 |
Bank of New Hampshire | 10 | 10 | 0.33% | 0.39% | 0.48% | Q2 2021 | Q3 2023 | 10 |
Monte Financial Group, LLC | 10 | 10 | 0.25% | 0.28% | 0.32% | Q4 2017 | Q1 2020 | 10 |
MID CONTINENT CAPITAL LLC/IL | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2015 | 10 |
Shelter Ins Profit Sharing | 10 | 10 | 3.25% | 3.61% | 4.24% | Q2 2013 | Q3 2015 | 10 |
Trust CO of the Ozarks | 10 | 10 | 0.10% | 0.11% | 0.13% | Q2 2013 | Q3 2015 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.11% | 0.17% | 0.24% | Q4 2018 | Q2 2022 | 10 |
Rex Capital Advisors, LLC | 10 | 10 | 1.01% | 1.33% | 1.62% | Q3 2020 | Q4 2022 | 10 |
Diversified Portfolios, Inc. | 10 | 10 | 0.31% | 0.36% | 0.47% | Q4 2020 | Q1 2023 | 10 |
Princeton Global Asset Management LLC | 10 | 10 | 0.08% | 0.16% | 0.27% | Q4 2018 | Q1 2021 | 10 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 10 | 10 | 0.09% | 0.12% | 0.15% | Q2 2017 | Q3 2019 | 10 |
Almitas Capital LLC | 9 | 9 | 1.65% | 2.76% | 4.82% | Q4 2018 | Q4 2020 | 9 |
Maple Capital Management, Inc. | 7 | 2 | 0.21% | 0.22% | 0.24% | Q2 2013 | Q1 2017 | 9 |
B. Riley Wealth Management, Inc. | 6 | 1 | 0.00% | 0.06% | 0.12% | Q4 2018 | Q2 2022 | 9 |
Harvest Fund Management Co., Ltd | 7 | 2 | 0.10% | 0.30% | 0.72% | Q1 2018 | Q3 2023 | 9 |
JFS WEALTH ADVISORS, LLC | 8 | 1 | 1.55% | 23.71% | 68.71% | Q2 2013 | Q3 2015 | 9 |
STONNINGTON GROUP, LLC | 9 | 9 | 2.06% | 3.91% | 4.76% | Q1 2021 | Q1 2023 | 9 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
SNS Financial Group, LLC | 5 | 4 | 0.05% | 0.11% | 0.18% | Q2 2014 | Q4 2016 | 9 |
All Terrain Financial Advisors, LLC | 9 | 9 | 0.10% | 0.12% | 0.14% | Q4 2017 | Q4 2019 | 9 |
Smead Capital Management, Inc. | 9 | 9 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q4 2018 | 9 |
Bay Harbor Wealth Management, LLC | 9 | 9 | 0.57% | 0.71% | 0.97% | Q4 2018 | Q4 2020 | 9 |
Badgley Phelps Wealth Managers, LLC | 9 | 9 | 0.06% | 0.07% | 0.09% | Q3 2021 | Q3 2023 | 9 |
DIAMANT ASSET MANAGEMENT, INC. | 9 | 9 | 0.04% | 0.28% | 0.34% | Q4 2017 | Q4 2019 | 9 |
First Washington CORP | 9 | 9 | 0.10% | 0.12% | 0.14% | Q2 2013 | Q2 2015 | 9 |
Pinnacle Wealth Management Group, Inc. | 9 | 9 | 0.31% | 0.37% | 0.45% | Q2 2021 | Q2 2023 | 9 |
MATRIX PRIVATE CAPITAL GROUP LLC | 9 | 9 | 0.21% | 0.29% | 0.40% | Q3 2021 | Q3 2023 | 9 |
BLACKROCK ADVISORS LLC | 9 | 9 | 0.09% | 0.15% | 0.20% | Q4 2014 | Q4 2016 | 9 |
Cumberland Partners Ltd | 6 | 3 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q2 2017 | 9 |
PARADIGM ASSET MANAGEMENT CO LLC | 9 | 9 | 0.66% | 0.80% | 0.89% | Q3 2018 | Q3 2020 | 9 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 6 | 3 | 0.12% | 0.14% | 0.15% | Q2 2013 | Q1 2017 | 9 |
Sterling Capital Management LLC | 9 | 9 | 0.02% | 0.03% | 0.03% | Q3 2017 | Q3 2019 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.25% | 0.28% | 0.32% | Q3 2021 | Q3 2023 | 9 |
FIRST NATIONAL BANK SIOUX FALLS | 8 | 1 | 0.76% | 1.15% | 1.98% | Q2 2016 | Q4 2020 | 9 |
Concord Wealth Partners | 7 | 2 | 0.13% | 0.24% | 0.28% | Q4 2020 | Q3 2023 | 9 |
Greenline Partners, LLC | 9 | 9 | 0.09% | 0.21% | 0.30% | Q4 2017 | Q4 2019 | 9 |
Soltis Investment Advisors LLC | 5 | 4 | 0.06% | 0.37% | 0.81% | Q4 2019 | Q1 2022 | 9 |
Herold Advisors, Inc. | 9 | 9 | 0.16% | 0.21% | 0.32% | Q3 2021 | Q3 2023 | 9 |
Hillhouse Capital Management | 9 | 9 | 0.19% | 0.39% | 0.90% | Q1 2017 | Q1 2019 | 9 |
FIRETHORN WEALTH PARTNERS, LLC | 7 | 2 | 0.34% | 0.37% | 0.40% | Q1 2021 | Q2 2023 | 9 |
Financial Insights, Inc. | 6 | 1 | 0.18% | 0.27% | 0.35% | Q4 2018 | Q3 2023 | 9 |
Pine Ridge Advisers LLC | 5 | 4 | 0.56% | 4.68% | 6.80% | Q4 2020 | Q3 2023 | 9 |
TRANSCEND CAPITAL ADVISORS, LLC | 9 | 9 | 0.28% | 0.32% | 0.36% | Q3 2021 | Q3 2023 | 9 |
AMARILLO NATIONAL BANK | 8 | 1 | 0.09% | 0.10% | 0.12% | Q3 2019 | Q3 2023 | 9 |
BRANDYWINE MANAGERS, LLC | 9 | 9 | 1.00% | 54.17% | 89.90% | Q2 2013 | Q2 2015 | 9 |
CCG WEALTH MANAGEMENT, LLC | 9 | 9 | 0.22% | 0.29% | 0.38% | Q4 2019 | Q4 2021 | 9 |
Snider Financial Group | 7 | 2 | 0.38% | 0.45% | 0.52% | Q2 2021 | Q3 2023 | 9 |
GM Advisory Group, LLC | 5 | 4 | 0.08% | 0.09% | 0.10% | Q1 2017 | Q3 2023 | 9 |
Single Point Partners, LLC | 6 | 1 | 0.10% | 0.13% | 0.16% | Q4 2020 | Q3 2023 | 9 |
Copperleaf Capital, LLC | 9 | 9 | 0.39% | 0.46% | 0.58% | Q3 2021 | Q3 2023 | 9 |
Laidlaw Group, LLC | 9 | 9 | 0.76% | 0.79% | 0.86% | Q2 2013 | Q2 2015 | 9 |
VICTORY CAPITAL MANAGEMENT INC | 9 | 9 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Americana Partners, LLC | 9 | 9 | 0.14% | 0.20% | 0.32% | Q3 2021 | Q3 2023 | 9 |
Wealth Architects, LLC | 8 | 1 | 0.28% | 0.42% | 0.63% | Q1 2015 | Q3 2019 | 9 |
Chesley Taft & Associates LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2015 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Black Swift Group, LLC | 5 | 4 | 0.16% | 0.71% | 1.66% | Q4 2020 | Q3 2023 | 9 |
Ulland Investment Advisors, LLC | 8 | 8 | 1.15% | 1.88% | 2.34% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.16% | 0.17% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Graham Holdings Co Master Retirement Trust | 8 | 8 | 70.45% | 84.94% | 100.00% | Q4 2021 | Q3 2023 | 8 |
Bill Few Associates, Inc. | 8 | 8 | 0.47% | 0.53% | 0.58% | Q4 2021 | Q3 2023 | 8 |
Objective Capital Management, LLC | 8 | 8 | 0.32% | 0.42% | 0.47% | Q4 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
DRIVE WEALTH MANAGEMENT, LLC | 8 | 8 | 6.14% | 8.81% | 12.93% | Q4 2021 | Q3 2023 | 8 |
Rappaport Reiches Capital Management, LLC | 8 | 8 | 0.20% | 0.24% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Abacus Wealth Partners, LLC | 8 | 8 | 0.15% | 0.32% | 0.91% | Q4 2020 | Q3 2022 | 8 |
Capstone Financial Advisors, Inc. | 5 | 3 | 0.56% | 0.80% | 1.06% | Q4 2013 | Q1 2016 | 8 |
BANK PICTET & CIE (ASIA) LTD | 6 | 2 | 1.40% | 2.08% | 3.34% | Q4 2013 | Q4 2015 | 8 |
Candriam S.C.A. | 5 | 3 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2017 | 8 |
Ameritas Investment Company, LLC | 7 | 1 | 0.04% | 0.14% | 0.53% | Q4 2018 | Q3 2021 | 8 |
NOMURA HOLDINGS INC | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2012 | Q3 2014 | 8 |
Bridgewater Advisors Inc. | 5 | 3 | 0.10% | 0.71% | 1.70% | Q4 2013 | Q2 2022 | 8 |
UMB Bank, n.a. | 8 | 8 | 4.18% | 4.99% | 5.45% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.16% | 0.18% | 0.20% | Q2 2013 | Q1 2015 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
RONALD BLUE & CO LLC | 5 | 3 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q2 2017 | 8 |
Alpha Wave Global, LP | 8 | 8 | 4.65% | 5.87% | 8.25% | Q2 2013 | Q1 2015 | 8 |
Index Fund Advisors, Inc. | 8 | 8 | 0.03% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Wealthspire Advisors, L.P. | 8 | 8 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q1 2019 | 8 |
Greytown Advisors Inc. | 8 | 8 | 0.26% | 0.36% | 0.44% | Q2 2017 | Q1 2019 | 8 |
BRANDES INVESTMENT PARTNERS, LP | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
DENVER INVESTMENT ADVISORS LLC | 6 | 2 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q1 2018 | 8 |
COMPTON CAPITAL MANAGEMENT INC /RI | 8 | 8 | 0.12% | 0.29% | 1.00% | Q2 2021 | Q1 2023 | 8 |
Fusion Family Wealth LLC | 5 | 3 | 0.74% | 1.05% | 1.43% | Q4 2016 | Q4 2018 | 8 |
INVERNESS COUNSEL LLC /NY/ | 8 | 8 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q4 2019 | 8 |
Central Square Management LLC | 4 | 1 | 1.53% | 3.15% | 5.56% | Q2 2013 | Q1 2016 | 8 |
KCS Wealth Advisory | 7 | 1 | 0.25% | 0.28% | 0.32% | Q4 2017 | Q4 2019 | 8 |
Staton Financial Advisors, LLC | 6 | 2 | 0.20% | 0.21% | 0.22% | Q1 2015 | Q2 2017 | 8 |
Belpointe Asset Management LLC | 8 | 8 | 0.05% | 0.06% | 0.06% | Q2 2021 | Q1 2023 | 8 |
FIRST NATIONAL CORP /MA/ /ADV | 8 | 8 | 0.37% | 0.79% | 2.92% | Q1 2019 | Q4 2020 | 8 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.11% | 0.36% | Q4 2013 | Q2 2020 | 8 |
Trustees of Columbia University in the City of New York | 4 | 4 | 36.25% | 54.84% | 74.33% | Q4 2020 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.06% | 0.08% | 0.12% | Q2 2013 | Q1 2015 | 8 |
Atlas Brown,Inc. | 8 | 8 | 0.19% | 0.24% | 0.35% | Q4 2021 | Q3 2023 | 8 |
BECKER CAPITAL MANAGEMENT INC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2020 | 8 |
FRONTIER INVESTMENT MGMT CO | 5 | 3 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q2 2020 | 8 |
Apollon Wealth Management, LLC | 8 | 8 | 0.15% | 0.20% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Employers Holdings, Inc. | 8 | 8 | 0.30% | 0.38% | 0.45% | Q2 2019 | Q1 2021 | 8 |
First Pacific Advisors, LP | 6 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2019 | 8 |
CANANDAIGUA NATIONAL CORP | 8 | 8 | 0.16% | 0.21% | 0.26% | Q1 2021 | Q4 2022 | 8 |
Western Wealth Management, LLC | 8 | 8 | 0.46% | 0.73% | 0.90% | Q4 2021 | Q3 2023 | 8 |
Quilter Plc | 8 | 8 | 0.04% | 0.05% | 0.08% | Q4 2019 | Q3 2021 | 8 |
MIC CAPITAL PARTNERS (PUBLIC) (US) IM, LLC | 8 | 8 | 6.58% | 10.67% | 14.54% | Q4 2019 | Q3 2021 | 8 |
Y-Intercept (Hong Kong) Ltd | 4 | 1 | 0.05% | 0.22% | 0.47% | Q4 2020 | Q3 2023 | 8 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 5 | 3 | 0.21% | 0.56% | 1.15% | Q2 2021 | Q3 2023 | 8 |
CERTUITY, LLC | 8 | 8 | 0.08% | 0.12% | 0.16% | Q4 2019 | Q3 2021 | 8 |
Cypress Capital Group | 8 | 8 | 0.08% | 0.17% | 0.21% | Q4 2021 | Q3 2023 | 8 |
VIVID FINANCIAL MANAGEMENT, INC. | 8 | 8 | 0.50% | 0.66% | 1.09% | Q4 2019 | Q3 2021 | 8 |
TFC Financial Management, Inc. | 8 | 8 | 0.12% | 0.14% | 0.16% | Q3 2020 | Q2 2022 | 8 |
MONTAG & CALDWELL, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
swisspartners Ltd. | 8 | 8 | 2.09% | 3.46% | 4.21% | Q4 2020 | Q3 2022 | 8 |
Oak Harvest Investment Services | 8 | 8 | 0.32% | 0.35% | 0.39% | Q3 2021 | Q2 2023 | 8 |
LEWIS CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.47% | 0.66% | 0.83% | Q4 2021 | Q3 2023 | 8 |
Baillie Gifford | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Graham Holdings Co | 8 | 8 | 23.65% | 29.92% | 33.70% | Q4 2021 | Q3 2023 | 8 |
FIRST AMERICAN TRUST, FSB | 8 | 8 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q1 2022 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.54% | 0.63% | 0.69% | Q4 2021 | Q3 2023 | 8 |
Connectus Wealth, LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
SEI INVESTMENTS CO | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2018 | 8 |
NewEdge Wealth, LLC | 8 | 8 | 0.22% | 0.27% | 0.42% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.30% | 0.35% | 0.50% | Q4 2020 | Q3 2022 | 8 |
Keystone Wealth Services, LLC | 8 | 8 | 1.65% | 1.75% | 1.89% | Q4 2021 | Q3 2023 | 8 |
BALTIMORE CAPITAL MANAGEMENT, INC | 7 | 1 | 1.00% | 1.27% | 1.54% | Q1 2017 | Q1 2019 | 8 |
Treynor Bancshares, Inc. | 8 | 8 | 0.29% | 0.36% | 0.67% | Q4 2021 | Q3 2023 | 8 |
REILLY FINANCIAL ADVISORS, LLC | 7 | 1 | 0.04% | 0.04% | 0.05% | Q4 2014 | Q1 2018 | 8 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 8 | 8 | 0.52% | 0.98% | 1.87% | Q4 2021 | Q3 2023 | 8 |
Paralel Advisors LLC | 8 | 8 | 26.85% | 28.52% | 30.23% | Q4 2021 | Q3 2023 | 8 |
VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 8 | 8 | 3.83% | 4.14% | 4.61% | Q4 2021 | Q3 2023 | 8 |
Amplius Wealth Advisors, LLC | 8 | 8 | 0.06% | 0.25% | 0.37% | Q4 2021 | Q3 2023 | 8 |
Mill Capital Management, LLC | 8 | 8 | 7.52% | 7.96% | 8.69% | Q4 2021 | Q3 2023 | 8 |
Endowment Wealth Management, Inc. | 8 | 8 | 0.46% | 0.49% | 0.56% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Scott Capital Advisors, LLC | 8 | 8 | 0.42% | 0.52% | 0.62% | Q4 2021 | Q3 2023 | 8 |
Melone Private Wealth, LLC | 8 | 8 | 1.02% | 1.11% | 1.22% | Q4 2021 | Q3 2023 | 8 |
Ervin Investment Management, LLC | 8 | 8 | 0.36% | 0.41% | 0.45% | Q4 2021 | Q3 2023 | 8 |
SC&H Financial Advisors, Inc. | 8 | 8 | 0.17% | 0.20% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Fortress Wealth Management, Inc. | 8 | 8 | 1.30% | 1.47% | 1.65% | Q4 2021 | Q3 2023 | 8 |
AIRE ADVISORS, LLC | 8 | 8 | 1.64% | 2.03% | 2.73% | Q4 2021 | Q3 2023 | 8 |
Zullo Investment Group, Inc. | 8 | 8 | 1.16% | 1.38% | 1.56% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.18% | 0.22% | 0.40% | Q4 2021 | Q3 2023 | 8 |
First International Bank & Trust | 8 | 8 | 0.30% | 0.33% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Bryant Woods Investment Advisors, LLC | 8 | 8 | 0.70% | 0.77% | 0.85% | Q4 2021 | Q3 2023 | 8 |
Intelligent Financial Strategies | 8 | 8 | 0.76% | 1.14% | 1.55% | Q4 2021 | Q3 2023 | 8 |
5th Street Advisors, LLC | 8 | 8 | 0.35% | 0.42% | 0.56% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.22% | 0.22% | 0.24% | Q4 2021 | Q3 2023 | 8 |
LGT Group Foundation | 8 | 8 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
REGATTA CAPITAL GROUP, LLC | 8 | 8 | 0.20% | 0.32% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Autumn Glory Partners, LLC | 8 | 8 | 0.19% | 0.30% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Capricorn Fund Managers Ltd | 7 | 7 | 0.37% | 0.69% | 0.93% | Q1 2022 | Q3 2023 | 7 |
Independent Wealth Network Inc. | 7 | 7 | 0.60% | 1.08% | 2.22% | Q4 2021 | Q2 2023 | 7 |
BALASA DINVERNO & FOLTZ LLC | 6 | 1 | 0.09% | 0.20% | 0.33% | Q2 2020 | Q3 2022 | 7 |
WAFRA INC. | 7 | 7 | 1.19% | 1.58% | 1.76% | Q1 2022 | Q3 2023 | 7 |
FIDUCIARY SERVICES CORP/GA | 6 | 1 | 0.21% | 0.22% | 0.23% | Q2 2013 | Q1 2015 | 7 |
TCF National Bank | 7 | 7 | 0.07% | 0.08% | 0.09% | Q3 2019 | Q1 2021 | 7 |
FIRST NIAGARA BANK | 4 | 1 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q2 2016 | 7 |
Clarkston Capital Partners, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Mirae Asset Global Investments Co., Ltd. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2018 | 7 |
Heritage Investment Group, Inc. | 7 | 7 | 0.56% | 0.95% | 1.53% | Q4 2021 | Q2 2023 | 7 |
Klingman & Associates, LLC | 7 | 7 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Chemistry Wealth Management LLC | 7 | 7 | 0.17% | 0.48% | 0.73% | Q1 2022 | Q3 2023 | 7 |
SUTTON PLACE INVESTORS LLC | 7 | 7 | 5.18% | 6.22% | 7.19% | Q4 2021 | Q2 2023 | 7 |
Camarda Financial Advisors, LLC | 7 | 7 | 0.26% | 0.46% | 1.38% | Q1 2020 | Q3 2021 | 7 |
First Bank & Trust | 7 | 7 | 0.12% | 0.14% | 0.16% | Q1 2022 | Q3 2023 | 7 |
HARBOUR INVESTMENTS, INC. | 4 | 3 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2023 | 7 |
WEST CHESTER CAPITAL ADVISORS, INC | 7 | 7 | 0.21% | 0.37% | 0.72% | Q2 2013 | Q4 2014 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.11% | 0.23% | 0.40% | Q1 2022 | Q3 2023 | 7 |
Midwest Heritage Bank, FSB | 7 | 7 | 0.37% | 0.41% | 0.45% | Q4 2021 | Q2 2023 | 7 |
Asset Management Group, Inc. | 7 | 7 | 0.20% | 0.21% | 0.23% | Q1 2022 | Q3 2023 | 7 |
Concorde Asset Management, LLC | 7 | 7 | 0.86% | 1.03% | 1.32% | Q4 2014 | Q2 2016 | 7 |
Bryn Mawr Capital Management, LLC | 4 | 3 | 0.07% | 0.16% | 0.27% | Q1 2018 | Q3 2023 | 7 |
Profit Investment Management, LLC | 4 | 3 | 0.01% | 0.06% | 0.18% | Q3 2014 | Q2 2016 | 7 |
Ameritas Advisory Services, LLC | 7 | 7 | 0.07% | 0.10% | 0.12% | Q4 2021 | Q2 2023 | 7 |
Goelzer Investment Management, Inc. | 7 | 7 | 0.21% | 0.25% | 0.26% | Q1 2019 | Q3 2020 | 7 |
Jupiter Wealth Management LLC | 7 | 7 | 1.57% | 1.96% | 2.48% | Q1 2019 | Q3 2020 | 7 |
Marshall Wace North America L.P. | 5 | 2 | 0.00% | 0.03% | 0.08% | Q1 2019 | Q1 2021 | 7 |
SHEPHERD KAPLAN KROCHUK, LLC | 7 | 7 | 0.26% | 2.82% | 6.71% | Q3 2018 | Q1 2020 | 7 |
Moreno Evelyn V | 7 | 7 | 0.32% | 0.46% | 0.92% | Q1 2022 | Q3 2023 | 7 |
Alliance Wealth Management Group | 6 | 1 | 0.14% | 0.48% | 0.91% | Q1 2018 | Q1 2020 | 7 |
West Financial Advisors, LLC | 7 | 7 | 0.12% | 0.13% | 0.14% | Q4 2020 | Q2 2022 | 7 |
Wealthspire Advisors, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q2 2020 | 7 |
Pure Financial Advisors, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2023 | 7 |
ProShare Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2017 | 7 |
HHG & Company, LLC | 7 | 7 | 0.05% | 0.50% | 0.62% | Q2 2013 | Q4 2014 | 7 |
AXXCESS WEALTH MANAGEMENT, LLC | 7 | 7 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q2 2023 | 7 |
Epoch Investment Partners, Inc. | 7 | 7 | 0.36% | 0.42% | 0.50% | Q1 2022 | Q3 2023 | 7 |
Squarepoint Ops LLC | 3 | 1 | 0.00% | 0.03% | 0.07% | Q2 2017 | Q3 2022 | 7 |
Laird Norton Wetherby Trust Company, LLC | 7 | 7 | 0.08% | 0.52% | 3.16% | Q4 2020 | Q2 2022 | 7 |
Good Life Advisors, LLC | 7 | 7 | 0.09% | 0.12% | 0.18% | Q1 2018 | Q3 2019 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.12% | 0.13% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Iowa State Bank | 7 | 7 | 0.76% | 0.85% | 0.96% | Q1 2022 | Q3 2023 | 7 |
Linker Capital Management Inc. | 7 | 7 | 0.30% | 2.63% | 3.23% | Q4 2021 | Q2 2023 | 7 |
INVESTMENT HOUSE LLC | 4 | 3 | 0.08% | 0.10% | 0.12% | Q2 2020 | Q2 2023 | 7 |
Hofer & Associates. Inc | 7 | 7 | 3.48% | 10.81% | 12.66% | Q4 2021 | Q2 2023 | 7 |
Covington Capital Management | 7 | 7 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q1 2018 | 7 |
RESOURCE CONSULTING GROUP INC | 7 | 7 | 0.62% | 0.89% | 1.10% | Q1 2022 | Q3 2023 | 7 |
Skylands Capital, LLC | 7 | 7 | 0.05% | 0.22% | 0.35% | Q2 2020 | Q4 2021 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.61% | 1.03% | 1.35% | Q2 2013 | Q4 2014 | 7 |
Cohen Capital Management, Inc. | 7 | 7 | 0.08% | 0.10% | 0.11% | Q1 2022 | Q3 2023 | 7 |
First Western Trust Bank | 7 | 7 | 0.02% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Granite Investment Partners, LLC | 4 | 3 | 0.02% | 0.02% | 0.03% | Q3 2014 | Q3 2016 | 7 |
MOODY LYNN & LIEBERSON, LLC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q2 2020 | 7 |
WELCH & FORBES LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
New Perspectives, Inc | 7 | 7 | 0.61% | 0.68% | 0.76% | Q2 2021 | Q4 2022 | 7 |
Lebenthal Holdings,LLC | 7 | 7 | 0.17% | 0.38% | 1.10% | Q4 2014 | Q2 2016 | 7 |
Allegis Investment Advisors, LLC | 7 | 7 | 0.06% | 0.09% | 0.12% | Q4 2015 | Q2 2017 | 7 |
London & Capital Asset Management Ltd | 7 | 7 | 0.09% | 0.20% | 0.27% | Q4 2018 | Q2 2020 | 7 |
Robeco Institutional Asset Management B.V. | 6 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q1 2022 | 7 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3 | 1 | 0.05% | 0.05% | 0.06% | Q3 2014 | Q1 2018 | 7 |
Ledyard National Bank | 4 | 1 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q3 2023 | 7 |
Blue Trust, Inc. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Mascoma Wealth Management LLC | 6 | 6 | 2.40% | 2.58% | 2.76% | Q4 2016 | Q1 2018 | 6 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2017 | 6 |
Hedeker Wealth, LLC | 3 | 3 | 0.16% | 0.18% | 0.20% | Q4 2014 | Q2 2016 | 6 |
ALBION FINANCIAL GROUP /UT | 4 | 1 | 0.03% | 0.04% | 0.04% | Q3 2014 | Q3 2016 | 6 |
Cambridge Advisors Inc. | 5 | 1 | 0.11% | 1.08% | 2.02% | Q4 2014 | Q3 2018 | 6 |
Colony Family Offices, LLC | 4 | 2 | 0.53% | 0.58% | 0.66% | Q4 2020 | Q1 2023 | 6 |
Towercrest Capital Management | 6 | 6 | 0.16% | 0.30% | 0.49% | Q4 2018 | Q1 2020 | 6 |
BEACON TRUST CO | 3 | 1 | 0.03% | 0.04% | 0.04% | Q4 2014 | Q1 2017 | 6 |
Snowden Capital Advisors LLC | 6 | 6 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q2 2023 | 6 |
ARGENT CAPITAL MANAGEMENT LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q1 2017 | 6 |
INTEGRAL INVESTMENT ADVISORS, INC. | 6 | 6 | 0.32% | 0.34% | 0.36% | Q4 2021 | Q1 2023 | 6 |
AAF Wealth Management, LLC | 6 | 6 | 0.30% | 0.32% | 0.34% | Q2 2022 | Q3 2023 | 6 |
Grant/GrossMendelsohn, LLC | 4 | 2 | 0.42% | 0.47% | 0.52% | Q1 2022 | Q3 2023 | 6 |
Coulter & Justus Financial Services, LLC | 5 | 1 | 0.30% | 0.33% | 0.35% | Q4 2021 | Q2 2023 | 6 |
STEWARD CAPITAL MANAGEMENT/ | 6 | 6 | 2.66% | 4.01% | 6.67% | Q2 2013 | Q3 2014 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Evanson Asset Management, LLC | 6 | 6 | 0.06% | 0.12% | 0.14% | Q4 2018 | Q1 2020 | 6 |
Journey Advisory Group, LLC | 6 | 6 | 0.62% | 0.66% | 0.68% | Q4 2020 | Q1 2022 | 6 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 5 | 1 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q4 2014 | 6 |
Wealth Advisory Solutions, LLC | 5 | 1 | 0.10% | 0.16% | 0.36% | Q4 2019 | Q1 2023 | 6 |
Spectrum Management Group, LLC | 6 | 6 | 0.07% | 0.08% | 0.10% | Q4 2014 | Q1 2016 | 6 |
EXANE DERIVATIVES | 4 | 2 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q2 2016 | 6 |
Raab & Moskowitz Asset Management LLC | 6 | 6 | 0.13% | 0.14% | 0.15% | Q2 2018 | Q3 2019 | 6 |
Elite Wealth Management, Inc. | 6 | 6 | 0.13% | 0.19% | 0.25% | Q3 2012 | Q4 2013 | 6 |
UNIVEST FINANCIAL Corp | 4 | 2 | 0.09% | 0.10% | 0.10% | Q3 2014 | Q2 2016 | 6 |
Quotient Investors, LLC | 6 | 6 | 0.22% | 0.32% | 0.42% | Q3 2014 | Q4 2015 | 6 |
Union Investments & Development Ltd. | 6 | 6 | 0.44% | 0.61% | 0.80% | Q4 2021 | Q1 2023 | 6 |
GREAT VALLEY ADVISOR GROUP, INC. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
MBB PUBLIC MARKETS I LLC | 3 | 1 | 0.11% | 0.20% | 0.39% | Q4 2021 | Q3 2023 | 6 |
Enterprise Bank & Trust Co | 6 | 6 | 0.20% | 0.35% | 0.66% | Q2 2022 | Q3 2023 | 6 |
Arthur Zaske & Associates, LLC | 6 | 6 | 2.51% | 5.33% | 10.62% | Q3 2016 | Q4 2017 | 6 |
MOTCO | 6 | 6 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q2 2023 | 6 |
Rainier Group Investment Advisory LLC | 6 | 6 | 0.11% | 0.16% | 0.27% | Q4 2016 | Q1 2018 | 6 |
Qube Research & Technologies Ltd | 3 | 1 | 0.01% | 0.02% | 0.06% | Q3 2020 | Q3 2023 | 6 |
NICOLET ADVISORY SERVICES, LLC | 3 | 3 | 0.05% | 0.13% | 0.20% | Q1 2019 | Q1 2022 | 6 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 6 | 6 | 0.45% | 0.48% | 0.54% | Q3 2013 | Q4 2014 | 6 |
FIDUCIENT ADVISORS LLC | 6 | 6 | 0.14% | 0.21% | 0.46% | Q4 2021 | Q1 2023 | 6 |
Winch Advisory Services, LLC | 6 | 6 | 0.34% | 1.61% | 2.46% | Q1 2014 | Q2 2015 | 6 |
Southeastern Asset Management | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Freestone Capital Holdings, LLC | 5 | 1 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q4 2022 | 6 |
Zions Bancorporation, N.A. | 6 | 6 | 0.04% | 0.04% | 0.05% | Q3 2019 | Q4 2020 | 6 |
Sound View Wealth Advisors Group, LLC | 6 | 6 | 0.13% | 0.16% | 0.20% | Q2 2022 | Q3 2023 | 6 |
ARS Investment Partners, LLC | 6 | 6 | 0.35% | 0.36% | 0.38% | Q4 2016 | Q1 2018 | 6 |
Truehand, Inc | 6 | 6 | 0.13% | 0.22% | 0.26% | Q3 2020 | Q4 2021 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.46% | 0.60% | 0.85% | Q2 2013 | Q3 2014 | 6 |
AFFINITY WEALTH MANAGEMENT LLC | 5 | 1 | 0.13% | 0.15% | 0.16% | Q1 2016 | Q3 2017 | 6 |
Newbridge Financial Services Group, Inc. | 5 | 1 | 0.24% | 0.26% | 0.27% | Q1 2022 | Q3 2023 | 6 |
Corsicana & Co. | 6 | 6 | 0.26% | 0.30% | 0.34% | Q2 2021 | Q3 2022 | 6 |
Capital Investment Advisory Services, LLC | 6 | 6 | 0.05% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Csenge Advisory Group | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
First Affirmative Financial Network | 6 | 6 | 0.39% | 0.56% | 0.73% | Q3 2021 | Q4 2022 | 6 |
Corundum Group, Inc. | 4 | 2 | 1.44% | 1.70% | 1.96% | Q4 2013 | Q2 2015 | 6 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 4 | 2 | 0.13% | 0.17% | 0.24% | Q2 2013 | Q4 2023 | 6 |
Cahill Wealth Management, LLC | 6 | 6 | 7.56% | 7.88% | 8.64% | Q1 2022 | Q2 2023 | 6 |
Eagle Bay Advisors LLC | 6 | 6 | 0.50% | 0.67% | 0.92% | Q2 2021 | Q3 2022 | 6 |
Arcus Capital Partners, LLC | 6 | 6 | 0.29% | 0.33% | 0.42% | Q4 2015 | Q1 2017 | 6 |
Platte River Capital LLC | 6 | 6 | 0.06% | 0.18% | 0.36% | Q2 2014 | Q3 2015 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.06% | 0.10% | 0.14% | Q2 2015 | Q3 2016 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
NATIONAL PLANNING CORP | 4 | 1 | 0.02% | 0.07% | 0.10% | Q1 2014 | Q3 2017 | 6 |
SII INVESTMENTS INC/WI | 3 | 1 | 0.02% | 0.03% | 0.04% | Q3 2014 | Q2 2016 | 6 |
GLG LLC | 6 | 6 | 0.16% | 0.23% | 0.29% | Q1 2014 | Q2 2015 | 6 |
JOYN Advisors, Inc. | 3 | 1 | 0.18% | 0.21% | 0.27% | Q4 2017 | Q1 2020 | 6 |
QS Investors, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
PRUDENTIAL FINANCIAL INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
Apeiron RIA LLC | 4 | 2 | 0.18% | 0.54% | 0.74% | Q4 2021 | Q2 2023 | 6 |
Calamos Wealth Management LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q4 2018 | 5 |
GAM Holding AG | 4 | 1 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2018 | 5 |
EMERSON INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q1 2016 | 5 |
Mechanics Bank Trust Department | 5 | 5 | 0.13% | 0.14% | 0.16% | Q2 2013 | Q2 2014 | 5 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 4 | 1 | 0.09% | 0.11% | 0.12% | Q1 2019 | Q2 2022 | 5 |
GW HENSSLER & ASSOCIATES LTD | 4 | 1 | 0.02% | 0.04% | 0.07% | Q3 2014 | Q1 2016 | 5 |
Outlook Wealth Advisors, LLC | 5 | 5 | 0.19% | 0.22% | 0.28% | Q4 2018 | Q4 2019 | 5 |
OARSMAN CAPITAL, INC. | 5 | 5 | 0.44% | 0.45% | 0.48% | Q3 2022 | Q3 2023 | 5 |
Verition Fund Management LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 5 |
SCHARF INVESTMENTS, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
WealthPlan Investment Management, LLC | 4 | 1 | 0.43% | 0.67% | 0.96% | Q1 2022 | Q2 2023 | 5 |
SIMMONS FIRST TRUST CO NA | 5 | 5 | 0.18% | 0.38% | 0.57% | Q4 2014 | Q4 2015 | 5 |
RETIREMENT CAPITAL STRATEGIES | 4 | 1 | 0.15% | 0.18% | 0.24% | Q3 2018 | Q2 2023 | 5 |
COWEN INC. | 3 | 1 | 0.01% | 0.02% | 0.02% | Q3 2014 | Q2 2018 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2016 | 5 |
Sierra Capital LLC | 5 | 5 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2023 | 5 |
TRAN CAPITAL MANAGEMENT, L.P. | 5 | 5 | 0.16% | 0.21% | 0.24% | Q2 2019 | Q2 2020 | 5 |
20/20 Capital Management, Inc. | 3 | 2 | 0.10% | 0.12% | 0.14% | Q4 2019 | Q2 2021 | 5 |
NorthLanding Financial Partners, LLC | 5 | 5 | 0.64% | 0.94% | 1.36% | Q3 2022 | Q3 2023 | 5 |
Perkins Investment Management, LLC | 5 | 5 | 0.00% | 0.02% | 0.03% | Q1 2016 | Q1 2017 | 5 |
Blacksheep Fund Management Ltd | 5 | 5 | 4.08% | 18.81% | 29.64% | Q3 2022 | Q3 2023 | 5 |
DORCHESTER WEALTH MANAGEMENT Co | 3 | 2 | 0.16% | 0.19% | 0.22% | Q2 2022 | Q3 2023 | 5 |
General Partner, Inc. | 5 | 5 | 13.87% | 14.60% | 15.42% | Q4 2022 | Q4 2023 | 5 |
PIN OAK INVESTMENT ADVISORS INC | 5 | 5 | 0.33% | 0.45% | 0.56% | Q1 2021 | Q1 2022 | 5 |
Apella Capital, LLC | 4 | 1 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q2 2023 | 5 |
Zions Bancorporation | 2 | 1 | 0.03% | 0.07% | 0.15% | Q1 2015 | Q3 2018 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.06% | 0.06% | 0.07% | Q2 2013 | Q2 2014 | 5 |
MJP ASSOCIATES INC /ADV | 5 | 5 | 1.15% | 1.23% | 1.37% | Q4 2021 | Q4 2022 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.28% | 0.31% | 0.38% | Q1 2015 | Q1 2016 | 5 |
Lebenthal Asset Management, LLC | 5 | 5 | 1.15% | 1.63% | 3.38% | Q1 2016 | Q1 2017 | 5 |
Intersect Capital LLC | 5 | 5 | 0.49% | 0.53% | 0.57% | Q4 2014 | Q4 2015 | 5 |
HoyleCohen, LLC | 3 | 2 | 0.06% | 1.48% | 3.64% | Q4 2017 | Q2 2021 | 5 |
Wealth Enhancement & Preservation of GA, LLC | 5 | 5 | 0.50% | 1.98% | 3.26% | Q2 2022 | Q2 2023 | 5 |
Hixon Zuercher, LLC | 5 | 5 | 0.46% | 0.57% | 0.78% | Q4 2019 | Q4 2020 | 5 |
Aveo Capital Partners, LLC | 5 | 5 | 0.14% | 0.18% | 0.20% | Q4 2016 | Q4 2017 | 5 |
EXENCIAL WEALTH ADVISORS, LLC | 5 | 5 | 0.20% | 0.52% | 0.80% | Q3 2019 | Q3 2020 | 5 |
TOBAM | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q2 2022 | 5 |
Empirical Asset Management, LLC | 5 | 5 | 0.43% | 0.46% | 0.50% | Q4 2021 | Q4 2022 | 5 |
Newman & Schimel, LLC | 5 | 5 | 0.39% | 0.48% | 0.69% | Q4 2021 | Q4 2022 | 5 |
CFS, LLC | 5 | 5 | 58.76% | 64.19% | 73.06% | Q1 2015 | Q1 2016 | 5 |
LILLEY & CO | 5 | 5 | 2.07% | 2.17% | 2.29% | Q2 2013 | Q2 2014 | 5 |
Advisory Services Network, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.11% | 0.12% | 0.14% | Q2 2013 | Q2 2014 | 5 |
MARCUARD FAMILY OFFICE LTD | 5 | 5 | 1.30% | 1.63% | 1.81% | Q3 2013 | Q3 2014 | 5 |
COMMUNITY TRUST & INVESTMENT CO | 5 | 5 | 0.19% | 0.20% | 0.21% | Q3 2016 | Q3 2017 | 5 |
Peachtree Investment Advisors, Inc. | 5 | 5 | 0.28% | 0.32% | 0.38% | Q2 2014 | Q2 2015 | 5 |
Navis Wealth Advisors, LLC | 5 | 5 | 0.29% | 0.33% | 0.38% | Q4 2020 | Q4 2021 | 5 |
REDMONT WEALTH ADVISORS LLC | 5 | 5 | 0.96% | 1.05% | 1.13% | Q4 2021 | Q4 2022 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.17% | 0.21% | 0.30% | Q3 2022 | Q3 2023 | 5 |
Aquamarine Zurich AG | 5 | 5 | 7.22% | 7.49% | 7.86% | Q3 2022 | Q3 2023 | 5 |
Cresta Advisors, Ltd. | 5 | 5 | 1.09% | 1.50% | 2.06% | Q3 2022 | Q3 2023 | 5 |
BANKERS TRUST CO | 5 | 5 | 0.36% | 0.42% | 0.48% | Q2 2013 | Q2 2014 | 5 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.01% | 0.03% | 0.08% | Q4 2019 | Q2 2023 | 5 |
MGO ONE SEVEN LLC | 5 | 5 | 0.03% | 3.19% | 15.76% | Q3 2022 | Q3 2023 | 5 |
55I, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q1 2022 | 5 |
VIRIDIAN RIA, LLC | 5 | 5 | 0.29% | 19.25% | 95.01% | Q1 2021 | Q1 2022 | 5 |
Crewe Advisors LLC | 5 | 5 | 3.80% | 4.38% | 5.15% | Q3 2022 | Q3 2023 | 5 |
COMERICA SECURITIES INC | 4 | 1 | 0.04% | 0.05% | 0.07% | Q4 2014 | Q1 2017 | 5 |
PROFESSIONAL PLANNING | 4 | 1 | 0.70% | 0.86% | 0.98% | Q2 2020 | Q3 2021 | 5 |
Foundations Investment Advisors, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2023 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.12% | 0.15% | 0.22% | Q4 2018 | Q4 2019 | 5 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5 | 5 | 0.40% | 0.44% | 0.52% | Q2 2018 | Q2 2019 | 5 |
Legacy Advisors, LLC | 4 | 1 | 0.16% | 0.36% | 0.61% | Q3 2017 | Q4 2021 | 5 |
TIAA, FSB | 5 | 5 | 0.13% | 0.17% | 0.19% | Q2 2022 | Q2 2023 | 5 |
MERIDIAN MANAGEMENT CO | 4 | 1 | 0.25% | 0.26% | 0.28% | Q2 2015 | Q1 2018 | 5 |
Clearstead Trust, LLC | 5 | 5 | 0.28% | 0.32% | 0.35% | Q3 2022 | Q3 2023 | 5 |
Quantinno Capital Management LP | 5 | 5 | 0.77% | 1.12% | 1.73% | Q3 2022 | Q3 2023 | 5 |
PRW Wealth Management LLC | 4 | 1 | 0.20% | 0.27% | 0.38% | Q4 2018 | Q4 2020 | 5 |
NEW CENTURY INVESTMENT MANAGEMENT, INC | 5 | 5 | 0.66% | 0.72% | 0.78% | Q2 2014 | Q2 2015 | 5 |
Davis Asset Management, L.P. | 5 | 5 | 2.85% | 3.41% | 3.73% | Q3 2022 | Q3 2023 | 5 |
Aldebaran Capital, LLC | 4 | 4 | 0.95% | 1.02% | 1.08% | Q4 2022 | Q3 2023 | 4 |
BRADY FAMILY WEALTH, LLC | 4 | 4 | 0.18% | 0.19% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Kaye Capital Management | 4 | 4 | 0.48% | 0.73% | 1.47% | Q4 2022 | Q3 2023 | 4 |
Flagstone Financial Management | 4 | 4 | 0.46% | 0.50% | 0.57% | Q4 2022 | Q3 2023 | 4 |
Financial Alternatives, Inc | 4 | 4 | 0.89% | 0.94% | 0.98% | Q4 2022 | Q3 2023 | 4 |
Aspen Grove Capital, LLC | 4 | 4 | 0.17% | 0.20% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.41% | 0.88% | 1.26% | Q4 2022 | Q3 2023 | 4 |
Longbow Finance SA | 4 | 4 | 2.46% | 2.58% | 2.68% | Q4 2022 | Q3 2023 | 4 |
PGIM Custom Harvest LLC | 4 | 4 | 0.00% | 0.58% | 0.93% | Q4 2020 | Q3 2021 | 4 |
Evergreen Wealth Management, LLC | 4 | 4 | 0.70% | 0.74% | 0.80% | Q4 2022 | Q3 2023 | 4 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 4 | 4 | 0.10% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.48% | 0.50% | 0.53% | Q4 2022 | Q3 2023 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.89% | 1.14% | 1.42% | Q4 2022 | Q3 2023 | 4 |
Wealthquest Corp | 4 | 4 | 0.46% | 0.60% | 0.71% | Q4 2014 | Q3 2015 | 4 |
SOLARIS ASSET MANAGEMENT LLC | 4 | 4 | 0.16% | 0.16% | 0.17% | Q1 2017 | Q4 2017 | 4 |
MILESTONE ASSET MANAGEMENT, LLC | 4 | 4 | 0.18% | 0.24% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Quinn Opportunity Partners LLC | 4 | 4 | 0.77% | 0.86% | 0.97% | Q2 2017 | Q1 2018 | 4 |
Auto-Owners Insurance Co | 4 | 4 | 2.60% | 2.74% | 2.88% | Q4 2022 | Q3 2023 | 4 |
BERRY GROUP, LLC | 4 | 4 | 0.16% | 0.18% | 0.20% | Q4 2019 | Q3 2020 | 4 |
CPA Asset Management LLC | 4 | 4 | 5.56% | 5.80% | 5.96% | Q4 2022 | Q3 2023 | 4 |
Knollwood Investment Advisory, LLC | 4 | 4 | 0.27% | 0.52% | 0.74% | Q4 2022 | Q3 2023 | 4 |
Litman Gregory Wealth Management LLC | 3 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2023 | 4 |
REGIMEN WEALTH, LLC | 4 | 4 | 0.40% | 0.47% | 0.63% | Q4 2022 | Q3 2023 | 4 |
CHILDRESS CAPITAL ADVISORS, LLC | 2 | 2 | 0.49% | 0.56% | 0.66% | Q1 2022 | Q3 2023 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.02% | 0.07% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Kennon-Green & Company, LLC | 4 | 4 | 1.76% | 1.92% | 2.11% | Q4 2022 | Q3 2023 | 4 |
Nordwand Advisors, LLC | 4 | 4 | 32.44% | 38.67% | 44.33% | Q4 2022 | Q3 2023 | 4 |
True North Advisors, LLC | 4 | 4 | 0.27% | 0.30% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Sterling Group Wealth Management, LLC | 4 | 4 | 0.88% | 0.93% | 1.01% | Q4 2022 | Q3 2023 | 4 |
NOESIS CAPITAL MANGEMENT CORP | 4 | 4 | 0.17% | 0.18% | 0.19% | Q2 2014 | Q1 2015 | 4 |
Whitford Management LLC | 4 | 4 | 2.95% | 3.19% | 3.45% | Q4 2022 | Q3 2023 | 4 |
Select Equity Group, L.P. | 4 | 4 | 0.18% | 0.20% | 0.22% | Q4 2013 | Q3 2014 | 4 |
Coho Partners, Ltd. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Ruffer LLP | 3 | 1 | 0.00% | 0.05% | 0.19% | Q2 2013 | Q1 2015 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Creative Capital Management Investments LLC | 4 | 4 | 0.73% | 1.30% | 1.64% | Q4 2022 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.11% | 0.13% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Balboa Wealth Partners | 4 | 4 | 1.06% | 1.12% | 1.27% | Q3 2022 | Q2 2023 | 4 |
MISSION WEALTH MANAGEMENT, LP | 3 | 1 | 0.04% | 0.12% | 0.17% | Q1 2017 | Q4 2019 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.30% | 0.32% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Baader Bank Aktiengesellschaft | 4 | 4 | 0.09% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
PFS Partners, LLC | 4 | 4 | 0.67% | 0.81% | 0.92% | Q4 2021 | Q3 2022 | 4 |
BUILDER INVESTMENT GROUP INC /ADV | 4 | 4 | 0.20% | 0.21% | 0.22% | Q4 2022 | Q3 2023 | 4 |
GenTrust, LLC | 2 | 2 | 0.03% | 0.14% | 0.24% | Q4 2016 | Q2 2022 | 4 |
Gratus Capital, LLC | 4 | 4 | 0.14% | 0.15% | 0.18% | Q4 2022 | Q3 2023 | 4 |
TrinityPoint Wealth, LLC | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2020 | Q3 2021 | 4 |
LGL PARTNERS, LLC | 4 | 4 | 0.22% | 0.24% | 0.26% | Q1 2019 | Q4 2019 | 4 |
OPTIONS SOLUTIONS, LLC | 3 | 1 | 0.82% | 1.03% | 1.13% | Q4 2021 | Q1 2023 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 0.47% | 0.50% | 0.53% | Q4 2022 | Q3 2023 | 4 |
EPACRIA CAPITAL PARTNERS, LLC | 4 | 4 | 2.17% | 2.39% | 2.64% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.15% | 0.16% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Cardinal Point Wealth Management LLC | 4 | 4 | 0.35% | 0.38% | 0.39% | Q4 2020 | Q3 2021 | 4 |
Relyea Zuckerberg Hanson LLC | 4 | 4 | 0.34% | 0.40% | 0.54% | Q4 2022 | Q3 2023 | 4 |
Cardinal Point Capital Management, ULC | 4 | 4 | 0.28% | 0.30% | 0.32% | Q4 2022 | Q3 2023 | 4 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q2 2023 | 4 |
Retirement Solution Inc. | 4 | 4 | 0.57% | 0.61% | 0.70% | Q2 2021 | Q1 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.29% | 0.34% | 0.38% | Q4 2022 | Q3 2023 | 4 |
CLOUGH CAPITAL PARTNERS L P | 4 | 4 | 0.97% | 1.09% | 1.15% | Q4 2022 | Q3 2023 | 4 |
Keel Point, LLC | 4 | 4 | 0.81% | 0.85% | 0.88% | Q4 2022 | Q3 2023 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Saddle Road Partners, LLC | 4 | 4 | 1.71% | 1.84% | 1.92% | Q4 2015 | Q3 2016 | 4 |
Salomon & Ludwin, LLC | 4 | 4 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q2 2023 | 4 |
JAMISON EATON & WOOD INC /NJ | 3 | 1 | 0.05% | 0.06% | 0.06% | Q3 2013 | Q1 2015 | 4 |
EASTERLY INVESTMENT PARTNERS LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
SPECTRUM ADVISORY SERVICES INC | 4 | 4 | 1.89% | 1.98% | 2.04% | Q2 2013 | Q1 2014 | 4 |
Narus Financial Partners, LLC | 4 | 4 | 0.24% | 0.24% | 0.26% | Q4 2016 | Q3 2017 | 4 |
Punch Card Capital, L.P. | 4 | 4 | 55.59% | 65.84% | 72.41% | Q4 2013 | Q3 2014 | 4 |
First National Bank of Hutchinson | 3 | 1 | 0.12% | 0.12% | 0.13% | Q2 2013 | Q1 2015 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 0.29% | 0.30% | 0.31% | Q4 2017 | Q3 2018 | 4 |
CEDAR HILL ASSOCIATES, LLC | 4 | 4 | 0.06% | 0.08% | 0.12% | Q1 2018 | Q4 2018 | 4 |
Johnson Financial Group, LLC | 4 | 4 | 0.28% | 0.40% | 0.72% | Q4 2022 | Q3 2023 | 4 |
McIlrath & Eck, LLC | 4 | 4 | 0.11% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
BUSH ODONNELL INVESTMENT ADVISORS INC | 3 | 1 | 1.18% | 3.42% | 4.23% | Q2 2013 | Q2 2014 | 4 |
B. Riley Wealth Advisors, Inc. | 3 | 1 | 0.01% | 0.12% | 0.45% | Q4 2020 | Q2 2023 | 4 |
AMERICAN NATIONAL BANK & TRUST CO /VA/ | 4 | 4 | 0.10% | 0.10% | 0.11% | Q3 2014 | Q2 2015 | 4 |
OLD DOMINION CAPITAL MANAGEMENT INC | 3 | 1 | 0.09% | 0.09% | 0.11% | Q1 2020 | Q3 2021 | 4 |
Shorepoint Capital Partners LLC | 4 | 4 | 0.13% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
ELEMENT POINTE ADVISORS, LLC | 4 | 4 | 0.13% | 0.14% | 0.14% | Q4 2022 | Q3 2023 | 4 |
TIEDEMANN TRUST CO | 3 | 1 | 0.03% | 0.06% | 0.08% | Q2 2015 | Q2 2016 | 4 |
NorthCoast Asset Management LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Wagner Wealth Management, LLC | 4 | 4 | 0.20% | 0.22% | 0.23% | Q4 2017 | Q3 2018 | 4 |
Merit Financial Group, LLC | 3 | 1 | 0.01% | 1.29% | 5.07% | Q2 2022 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.55% | 0.57% | 0.59% | Q4 2020 | Q3 2021 | 4 |
J.P. Turner & Co Capital Mnagement, LLC | 4 | 4 | 0.40% | 0.43% | 0.48% | Q4 2014 | Q3 2015 | 4 |
Ten Capital Wealth Advisors, LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q3 2020 | Q2 2021 | 4 |
FLAGSHIP HARBOR ADVISORS, LLC | 4 | 4 | 0.09% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
CHILTON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2017 | Q3 2018 | 4 |
CMT Asset Management Ltd | 4 | 4 | 0.83% | 1.10% | 1.38% | Q1 2013 | Q4 2013 | 4 |
FINANCIAL CONSULATE, INC | 2 | 1 | 0.15% | 0.17% | 0.18% | Q1 2015 | Q4 2016 | 4 |
Riverview Trust Co | 4 | 4 | 0.43% | 0.45% | 0.47% | Q4 2022 | Q3 2023 | 4 |
Parkside Financial Bank & Trust | 2 | 2 | 0.23% | 0.26% | 0.33% | Q2 2014 | Q2 2015 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Crew Capital Management, Ltd. | 4 | 4 | 0.38% | 0.38% | 0.39% | Q1 2021 | Q4 2021 | 4 |
Cardinal Point Wealth Management Partners, LLC | 4 | 4 | 0.39% | 0.41% | 0.47% | Q4 2021 | Q3 2022 | 4 |
HELIOS CAPITAL MANAGEMENT PTE. LTD | 4 | 4 | 1.63% | 3.08% | 4.47% | Q4 2021 | Q3 2022 | 4 |
Patriot Financial Group Insurance Agency, LLC | 4 | 4 | 0.06% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Stelac Advisory Services LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q3 2015 | Q2 2016 | 4 |
GeoWealth Management, LLC | 4 | 4 | 0.07% | 0.21% | 0.38% | Q3 2019 | Q2 2020 | 4 |
Avantax Planning Partners, Inc. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q3 2017 | 4 |
Hochman Cole Investment Advisors, Inc. | 4 | 4 | 0.16% | 0.17% | 0.18% | Q1 2016 | Q4 2016 | 4 |
WEATHERLY ASSET MANAGEMENT L. P. | 4 | 4 | 0.07% | 0.07% | 0.08% | Q1 2016 | Q4 2016 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.27% | 0.33% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Estabrook Capital Management | 4 | 4 | 0.05% | 0.06% | 0.06% | Q2 2020 | Q1 2021 | 4 |
Costello Asset Management, INC | 4 | 4 | 1.44% | 1.49% | 1.58% | Q4 2018 | Q3 2019 | 4 |
TOWER TRUST Co | 4 | 4 | 1.18% | 1.27% | 1.33% | Q2 2013 | Q1 2014 | 4 |
COZAD ASSET MANAGEMENT INC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
SUMMIT CAPITAL MANAGEMENT LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q3 2014 | Q2 2015 | 4 |
Lloyds Banking Group plc | 4 | 4 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q1 2014 | 4 |
BALYASNY ASSET MANAGEMENT L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 4 |
Annapolis Financial Services, LLC | 4 | 4 | 0.14% | 0.15% | 0.15% | Q4 2022 | Q3 2023 | 4 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 4 | 4 | 0.14% | 0.25% | 0.59% | Q1 2016 | Q4 2016 | 4 |
EVERMAY WEALTH MANAGEMENT LLC | 2 | 2 | 0.09% | 0.13% | 0.18% | Q3 2014 | Q2 2018 | 4 |
Capstone Financial Group, Inc. | 4 | 4 | 0.22% | 0.27% | 0.33% | Q4 2019 | Q3 2020 | 4 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.14% | 0.15% | 0.16% | Q4 2021 | Q3 2022 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.41% | 0.43% | 0.49% | Q4 2022 | Q3 2023 | 4 |
ANGLEPOINT ASSET MANAGEMENT, LTD. | 4 | 4 | 0.10% | 0.25% | 0.40% | Q1 2020 | Q4 2020 | 4 |
Noble Family Wealth, LLC | 3 | 3 | 0.16% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
AMERICAN ASSET MANAGEMENT INC. | 3 | 3 | 0.22% | 0.22% | 0.22% | Q2 2019 | Q4 2019 | 3 |
Kerrisdale Advisers, LLC | 3 | 3 | 0.70% | 1.70% | 2.22% | Q2 2013 | Q4 2013 | 3 |
Regent Investment Management LLC | 3 | 3 | 0.11% | 0.12% | 0.12% | Q1 2016 | Q3 2016 | 3 |
Estate Counselors, LLC | 3 | 3 | 0.11% | 0.35% | 0.83% | Q4 2017 | Q2 2018 | 3 |
Bollard Group LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
RELIANCE TRUST CO OF DELAWARE | 3 | 3 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q2 2016 | 3 |
Columbia Asset Management | 2 | 1 | 1.53% | 1.64% | 1.69% | Q3 2016 | Q2 2017 | 3 |
Leucadia National | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.14% | 0.17% | 0.22% | Q4 2018 | Q2 2019 | 3 |
GAM SYSTEMATIC LLP | 3 | 3 | 0.10% | 0.13% | 0.17% | Q4 2015 | Q2 2016 | 3 |
Dynamic Advisor Solutions LLC | 2 | 1 | 0.11% | 0.21% | 0.26% | Q4 2013 | Q3 2014 | 3 |
Sequoia Financial Advisors, LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 3 |
Signator Financial Services, Inc. | 3 | 3 | 28.00% | 30.68% | 33.79% | Q1 2013 | Q3 2013 | 3 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.08% | 0.21% | Q3 2017 | Q1 2022 | 3 |
Ironsides Asset Advisors, LLC | 2 | 1 | 0.32% | 0.36% | 0.40% | Q1 2016 | Q4 2016 | 3 |
Compass Ion Advisors, LLC | 3 | 3 | 0.11% | 0.13% | 0.16% | Q1 2022 | Q3 2022 | 3 |
Financial Advantage, Inc. | 2 | 1 | 0.32% | 0.39% | 0.44% | Q4 2020 | Q1 2023 | 3 |
Axiom Investment Management LLC | 3 | 3 | 0.23% | 0.28% | 0.32% | Q4 2018 | Q2 2019 | 3 |
RIVERSVILLE CAPITAL, INC. | 3 | 3 | 0.56% | 0.58% | 0.60% | Q2 2013 | Q4 2013 | 3 |
CUE ADVISORY SERVICES, INC. | 3 | 3 | 0.18% | 0.18% | 0.19% | Q1 2016 | Q3 2016 | 3 |
RFG Advisory, LLC | 3 | 3 | 0.06% | 0.09% | 0.15% | Q2 2021 | Q4 2021 | 3 |
CT Financial Advisors LLC | 2 | 1 | 0.12% | 0.14% | 0.17% | Q1 2014 | Q1 2015 | 3 |
Landmark Financial Advisors, LLC | 3 | 3 | 0.21% | 0.22% | 0.24% | Q4 2014 | Q2 2015 | 3 |
Highland Private Wealth Management | 3 | 3 | 0.24% | 0.24% | 0.24% | Q2 2017 | Q4 2017 | 3 |
Hutner Daniel Ellsworth | 3 | 3 | 10.51% | 10.62% | 10.82% | Q4 2015 | Q2 2016 | 3 |
Avidian Wealth Solutions, LLC | 2 | 1 | 0.03% | 0.05% | 0.09% | Q2 2015 | Q3 2023 | 3 |
Whitegate Investment Counselors, Inc. | 2 | 1 | 1.47% | 2.37% | 3.10% | Q2 2019 | Q1 2022 | 3 |
Intellectus Partners, LLC | 2 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q2 2018 | 3 |
VSR Financial Services, Inc. | 2 | 1 | 0.04% | 0.07% | 0.13% | Q2 2013 | Q1 2016 | 3 |
Doyle Wealth Management | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2022 | Q3 2022 | 3 |
GLG INC. | 3 | 3 | 0.09% | 0.11% | 0.13% | Q2 2013 | Q4 2013 | 3 |
Kovack Advisors, Inc. | 2 | 1 | 0.08% | 0.11% | 0.13% | Q1 2016 | Q4 2017 | 3 |
Prime Capital Investment Advisors, LLC | 3 | 3 | 0.02% | 0.36% | 0.69% | Q4 2022 | Q2 2023 | 3 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 2.42% | 4.04% | Q1 2018 | Q4 2021 | 3 |
Lutz Financial Services LLC | 2 | 1 | 0.09% | 0.12% | 0.14% | Q4 2017 | Q4 2018 | 3 |
VisionPoint Advisory Group, LLC | 2 | 1 | 0.17% | 0.18% | 0.20% | Q4 2018 | Q3 2019 | 3 |
United Capital Management of KS, Inc. | 3 | 3 | 0.19% | 0.19% | 0.19% | Q2 2022 | Q4 2022 | 3 |
NKCFO LLC | 3 | 3 | 1.68% | 2.49% | 3.08% | Q4 2018 | Q2 2019 | 3 |
CM WEALTH ADVISORS LLC | 2 | 1 | 0.10% | 0.19% | 0.25% | Q2 2022 | Q1 2023 | 3 |
Planning Solutions Group LLC | 3 | 3 | 0.16% | 0.17% | 0.19% | Q4 2018 | Q2 2019 | 3 |
Core Alternative Capital | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Avalon Trust Co | 3 | 3 | 1.76% | 1.85% | 2.00% | Q1 2023 | Q3 2023 | 3 |
Secure Asset Management, LLC | 3 | 3 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q3 2023 | 3 |
JSF Financial, LLC | 3 | 3 | 0.20% | 0.23% | 0.25% | Q1 2021 | Q3 2021 | 3 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 3 | 3 | 1.08% | 1.20% | 1.37% | Q1 2023 | Q3 2023 | 3 |
Advisor Resource Council | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2022 | 3 |
LOUNTZIS ASSET MANAGEMENT, LLC | 3 | 3 | 0.25% | 0.26% | 0.28% | Q2 2020 | Q4 2020 | 3 |
GoalVest Advisory LLC | 3 | 3 | 0.26% | 0.28% | 0.30% | Q2 2022 | Q4 2022 | 3 |
Foster Group, Inc. | 3 | 3 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q2 2021 | 3 |
Privium Fund Management (UK) Ltd | 2 | 1 | 8.06% | 8.93% | 9.87% | Q1 2021 | Q4 2021 | 3 |
Bridge Advisory, LLC | 3 | 3 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q4 2022 | 3 |
SageGuard Financial Group, LLC | 3 | 3 | 0.17% | 0.18% | 0.19% | Q4 2020 | Q2 2021 | 3 |
NorthCrest Asset Manangement, LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
American Planning Services, Inc. | 3 | 3 | 0.80% | 0.95% | 1.13% | Q4 2021 | Q2 2022 | 3 |
Unconventional Investor, LLC | 3 | 3 | 3.36% | 3.61% | 3.89% | Q4 2021 | Q2 2022 | 3 |
VANCE WEALTH, INC. | 3 | 3 | 0.24% | 0.24% | 0.25% | Q1 2023 | Q3 2023 | 3 |
Strata Wealth Advisors, LLC | 2 | 1 | 3.61% | 3.78% | 3.90% | Q4 2022 | Q3 2023 | 3 |
3D ASSET MANAGEMENT, INC | 2 | 1 | 0.07% | 0.08% | 0.09% | Q1 2018 | Q3 2020 | 3 |
Sharper & Granite LLC | 3 | 3 | 0.56% | 0.59% | 0.62% | Q4 2022 | Q2 2023 | 3 |
Phillips Wealth Planners LLC | 3 | 3 | 1.33% | 1.36% | 1.40% | Q1 2023 | Q3 2023 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.18% | 0.19% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Goldstein Advisors, LLC | 3 | 3 | 0.51% | 0.54% | 0.57% | Q4 2022 | Q2 2023 | 3 |
Arcadia Wealth Management, LLC | 3 | 3 | 0.38% | 0.39% | 0.42% | Q1 2023 | Q3 2023 | 3 |
River Street Advisors LLC | 3 | 3 | 0.46% | 0.48% | 0.50% | Q4 2022 | Q2 2023 | 3 |
LWMG, LLC | 3 | 3 | 0.14% | 0.15% | 0.15% | Q1 2023 | Q3 2023 | 3 |
WATERSHED PRIVATE WEALTH LLC | 3 | 3 | 0.31% | 0.33% | 0.36% | Q4 2022 | Q2 2023 | 3 |
Grey Street Capital, LLC | 3 | 3 | 0.55% | 0.60% | 0.66% | Q1 2023 | Q3 2023 | 3 |
Vawter Financial, Ltd. | 3 | 3 | 1.79% | 1.95% | 2.18% | Q4 2022 | Q2 2023 | 3 |
Meritas Wealth Management, LLC | 3 | 3 | 0.37% | 0.38% | 0.39% | Q4 2022 | Q2 2023 | 3 |
Magnetar Financial LLC | 2 | 1 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 3 |
ADIRONDACK TRUST CO | 3 | 3 | 0.15% | 0.16% | 0.16% | Q4 2015 | Q2 2016 | 3 |
Clark Capital Management Group, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2014 | 3 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 3 | 3 | 0.36% | 0.41% | 0.45% | Q2 2018 | Q4 2018 | 3 |
WEXFORD CAPITAL LP | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q4 2013 | 3 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 3 | 3 | 0.33% | 0.62% | 0.83% | Q1 2018 | Q3 2018 | 3 |
Bares Capital Management | 3 | 3 | 0.14% | 0.20% | 0.24% | Q2 2014 | Q4 2014 | 3 |
Foyston, Gordon, & Payne Inc | 3 | 3 | 0.68% | 0.91% | 1.08% | Q2 2013 | Q4 2013 | 3 |
AMERICAN CAPITAL MANAGEMENT INC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q2 2014 | 3 |
Suncoast Equity Management | 3 | 3 | 0.11% | 0.14% | 0.19% | Q3 2014 | Q1 2015 | 3 |
ROCKLAND TRUST CO | 3 | 3 | 0.08% | 0.09% | 0.09% | Q4 2014 | Q2 2015 | 3 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 3 | 3 | 0.09% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 3 | 3 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q4 2013 | 3 |
HARVEST CAPITAL MANAGEMENT INC | 3 | 3 | 0.19% | 0.20% | 0.22% | Q2 2018 | Q4 2018 | 3 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 3 | 3 | 0.12% | 0.13% | 0.13% | Q2 2013 | Q4 2013 | 3 |
GUGGENHEIM CAPITAL LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 3 |
BEECHER INVESTORS INC | 3 | 3 | 9.84% | 10.50% | 11.02% | Q4 2021 | Q2 2022 | 3 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q2 2022 | 3 |
PRIVATE TRUST CO NA | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2016 | Q3 2016 | 3 |
Capital International, Inc./CA/ | 3 | 3 | 0.05% | 0.06% | 0.07% | Q4 2019 | Q2 2020 | 3 |
WBH ADVISORY INC | 3 | 3 | 0.11% | 0.18% | 0.22% | Q4 2013 | Q2 2014 | 3 |
LAZARD ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 3 |
DEARBORN PARTNERS LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q1 2015 | 3 |
DUBUQUE BANK & TRUST CO | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q3 2018 | 3 |
PRING TURNER CAPITAL GROUP INC | 3 | 3 | 0.30% | 0.38% | 0.43% | Q2 2018 | Q4 2018 | 3 |
ACG Wealth | 2 | 1 | 0.09% | 0.09% | 0.10% | Q4 2015 | Q3 2016 | 3 |
BT Wealth Management LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q1 2020 | Q2 2020 | 2 |
SAROFIM FAYEZ | 1 | 1 | 0.22% | 0.24% | 0.25% | Q4 2012 | Q3 2013 | 2 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2023 | 2 |
Hamilton Point Investment Advisors, LLC | 2 | 2 | 0.37% | 0.38% | 0.39% | Q2 2023 | Q3 2023 | 2 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q4 2022 | 2 |
Plancorp, LLC | 2 | 2 | 0.17% | 0.18% | 0.19% | Q3 2020 | Q4 2020 | 2 |
Financial Avengers, Inc. | 2 | 2 | 0.28% | 0.30% | 0.33% | Q4 2021 | Q1 2022 | 2 |
WINTRUST INVESTMENTS LLC | 2 | 2 | 0.47% | 0.57% | 0.67% | Q2 2023 | Q3 2023 | 2 |
ATWOOD & PALMER INC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2014 | Q3 2014 | 2 |
RNC CAPITAL MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Wealthgate Family Office, LLC | 2 | 2 | 0.52% | 0.52% | 0.52% | Q4 2020 | Q1 2021 | 2 |
THRC Management, LLC | 2 | 2 | 3.23% | 3.28% | 3.34% | Q4 2021 | Q1 2022 | 2 |
IAG Wealth Partners, LLC | 2 | 2 | 0.27% | 0.28% | 0.30% | Q2 2023 | Q3 2023 | 2 |
WFA of San Diego, LLC | 2 | 2 | 0.30% | 46.42% | 92.53% | Q3 2020 | Q4 2020 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.10% | 0.15% | Q4 2022 | Q3 2023 | 2 |
Aaron Wealth Advisors LLC | 2 | 2 | 0.41% | 0.41% | 0.41% | Q4 2022 | Q1 2023 | 2 |
UNITED BANK, INC. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2014 | Q4 2014 | 2 |
Paul John Balson | 2 | 2 | 0.10% | 0.12% | 0.15% | Q1 2020 | Q2 2020 | 2 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 2 | 2 | 0.13% | 0.14% | 0.15% | Q2 2020 | Q3 2020 | 2 |
Mattern Wealth Management LLC | 2 | 2 | 0.39% | 0.40% | 0.41% | Q4 2019 | Q1 2020 | 2 |
Aufman Associates Inc | 2 | 2 | 0.35% | 0.36% | 0.38% | Q4 2019 | Q1 2020 | 2 |
SHEETS SMITH WEALTH MANAGEMENT | 2 | 2 | 0.15% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Physician Wealth Advisors, Inc. | 2 | 2 | 0.15% | 0.16% | 0.16% | Q3 2019 | Q4 2019 | 2 |
Venture Visionary Partners LLC | 2 | 2 | 0.33% | 0.34% | 0.35% | Q2 2023 | Q3 2023 | 2 |
BlackRock Japan Co. Ltd | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2016 | 2 |
Frisch Financial Group, Inc. | 2 | 2 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q1 2020 | 2 |
JFG Wealth Management, LLC | 2 | 2 | 0.16% | 0.17% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Unified Trust Company, N.A. | 2 | 2 | 0.18% | 0.19% | 0.20% | Q1 2020 | Q2 2020 | 2 |
S.E.E.D. Planning Group LLC | 2 | 2 | 0.36% | 0.39% | 0.41% | Q2 2023 | Q3 2023 | 2 |
Main Street Financial Solutions, LLC | 2 | 2 | 0.06% | 0.10% | 0.14% | Q2 2021 | Q3 2021 | 2 |
TOWNSQUARE CAPITAL LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Walleye Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Employees Retirement System of Texas | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Migdal Insurance & Financial Holdings Ltd. | 2 | 2 | 0.80% | 0.82% | 0.84% | Q2 2023 | Q3 2023 | 2 |
Bedel Financial Consulting, Inc. | 2 | 2 | 0.23% | 0.25% | 0.27% | Q4 2017 | Q1 2018 | 2 |
PORTLAND INVESTMENT COUNSEL INC. | 2 | 2 | 0.15% | 0.16% | 0.16% | Q1 2019 | Q2 2019 | 2 |
Bristol County Savings Bank | 2 | 2 | 1.36% | 1.38% | 1.39% | Q3 2017 | Q4 2017 | 2 |
WHITENER CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.54% | 0.61% | 0.68% | Q4 2018 | Q2 2019 | 2 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2018 | 2 |
LAKE STREET ADVISORS GROUP, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q1 2018 | Q2 2018 | 2 |
GFS Advisors, LLC | 1 | 1 | 0.00% | 0.04% | 0.08% | Q1 2016 | Q4 2018 | 2 |
ZWJ INVESTMENT COUNSEL INC | 1 | 1 | 0.07% | 0.09% | 0.12% | Q4 2016 | Q2 2020 | 2 |
TCW GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Lafayette Investments | 2 | 2 | 0.22% | 0.28% | 0.34% | Q2 2019 | Q3 2019 | 2 |
EverSource Wealth Advisors, LLC | 2 | 2 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Fieldpoint Private Securities, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q1 2020 | 2 |
Pacific Center for Financial Services | 1 | 1 | 0.36% | 0.37% | 0.37% | Q4 2016 | Q1 2018 | 2 |
GQG Partners LLC | 2 | 2 | 0.93% | 0.97% | 1.00% | Q3 2022 | Q4 2022 | 2 |
Surevest, LLC | 2 | 2 | 0.18% | 0.21% | 0.24% | Q4 2018 | Q1 2019 | 2 |
Sigma Planning Corp | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q1 2015 | 2 |
Dominick & Dominick LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q3 2014 | Q4 2014 | 2 |
SIGNATUREFD, LLC | 2 | 2 | 0.11% | 0.13% | 0.15% | Q2 2019 | Q3 2019 | 2 |
FC Advisory LLC | 2 | 2 | 0.19% | 0.19% | 0.20% | Q4 2017 | Q1 2018 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Balentine LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q3 2017 | Q4 2017 | 2 |
Probity Advisors, Inc. | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2016 | Q3 2016 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q2 2021 | 2 |
Column Capital Advisors, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q2 2021 | 2 |
PETTYJOHN, WOOD & WHITE, INC | 1 | 1 | 1.13% | 1.15% | 1.17% | Q2 2013 | Q4 2013 | 2 |
Blue Fin Capital, Inc. | 2 | 2 | 0.15% | 0.16% | 0.16% | Q4 2016 | Q1 2017 | 2 |
FIRSTMERIT BANK N A TRUSTEE | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q2 2016 | 2 |
JACOB ASSET MANAGEMENT OF NEW YORK LLC | 2 | 2 | 0.42% | 0.44% | 0.46% | Q2 2013 | Q3 2013 | 2 |
KHP Capital, LLC | 2 | 2 | 0.21% | 0.21% | 0.22% | Q4 2017 | Q1 2018 | 2 |
Carnick & Kubik, LLC | 1 | 1 | 1.67% | 1.79% | 1.90% | Q3 2014 | Q2 2015 | 2 |
Traynor Capital Management, Inc. | 2 | 2 | 0.21% | 0.24% | 0.26% | Q4 2014 | Q1 2015 | 2 |
FCG ADVISORS, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2020 | Q2 2020 | 2 |
Daiwa Securities Group Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Johanson Financial Advisors, Inc. | 2 | 2 | 0.26% | 0.26% | 0.26% | Q1 2016 | Q2 2016 | 2 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2022 | 2 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q4 2014 | 2 |
Fiera Capital Inc. | 2 | 2 | 0.18% | 0.19% | 0.19% | Q2 2013 | Q3 2013 | 2 |
Scotia Asset Management L.P. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Banyan Partners, LLC | 2 | 2 | 1.33% | 1.40% | 1.46% | Q2 2014 | Q3 2014 | 2 |
Winchester Group Inc. | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q3 2013 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2013 | Q3 2013 | 2 |
DFPG INVESTMENTS, LLC | 2 | 2 | 0.99% | 1.10% | 1.22% | Q4 2018 | Q1 2019 | 2 |
Silchester International Investors LLP | 2 | 2 | 0.07% | 0.09% | 0.11% | Q4 2017 | Q1 2018 | 2 |
Stillwater Investment Management, L.P. | 2 | 2 | 5.31% | 7.20% | 9.09% | Q2 2016 | Q3 2016 | 2 |
Immersion Capital LLP | 1 | 1 | 1.63% | 3.75% | 5.86% | Q4 2015 | Q2 2016 | 2 |
Vident Investment Advisory, LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2022 | Q3 2022 | 2 |
Sunbelt Securities, Inc. | 1 | 1 | 0.08% | 0.16% | 0.25% | Q4 2019 | Q4 2021 | 2 |
ETRADE Capital Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Ergoteles LLC | 1 | 1 | 0.02% | 0.48% | 0.94% | Q4 2020 | Q2 2023 | 2 |
Parallax Volatility Advisers, L.P. | 2 | 2 | 0.03% | 0.07% | 0.11% | Q2 2017 | Q3 2017 | 2 |
North Forty Management, LLC | 1 | 1 | 1.43% | 1.91% | 2.38% | Q4 2015 | Q4 2016 | 2 |
WEALTH MANAGEMENT RESOURCES, INC. | 1 | 1 | 0.29% | 0.40% | 0.51% | Q1 2023 | Q3 2023 | 2 |
One Capital Management, LLC | 2 | 2 | 0.28% | 0.30% | 0.31% | Q1 2014 | Q2 2014 | 2 |
Family Firm, Inc. | 2 | 2 | 0.22% | 0.23% | 0.24% | Q4 2014 | Q1 2015 | 2 |
Stanley-Laman Group, Ltd. | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.05% | 0.05% | Q2 2015 | Q1 2016 | 2 |
Prairie Sky Financial Group LLC | 2 | 2 | 4.22% | 4.35% | 4.49% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 10.23% | 10.42% | 10.60% | Q2 2023 | Q3 2023 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.45% | 0.64% | 0.82% | Q2 2023 | Q3 2023 | 2 |
SEVEN MILE ADVISORY | 2 | 2 | 0.56% | 0.58% | 0.60% | Q2 2023 | Q3 2023 | 2 |
Armstrong, Fleming & Moore, Inc | 2 | 2 | 1.43% | 1.49% | 1.55% | Q2 2023 | Q3 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q4 2022 | 2 |
Family CFO Inc | 2 | 2 | 0.44% | 0.49% | 0.54% | Q4 2021 | Q1 2022 | 2 |
Exchange Bank | 2 | 2 | 1.50% | 1.52% | 1.53% | Q2 2023 | Q3 2023 | 2 |
Frontier Asset Management, LLC | 2 | 2 | 0.22% | 0.33% | 0.44% | Q4 2022 | Q1 2023 | 2 |
Azimuth Capital Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
Kearns & Associates LLC | 2 | 2 | 0.44% | 0.50% | 0.55% | Q4 2021 | Q1 2022 | 2 |
STUDIO INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q3 2021 | Q4 2021 | 2 |
Financial Planners of Cleveland, Inc. | 2 | 2 | 0.39% | 0.42% | 0.44% | Q4 2021 | Q1 2022 | 2 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
Linscomb & Williams, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Kampmann Melissa S. | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2023 | Q3 2023 | 1 |
Spectrum Planning & Advisory Services Inc. | 1 | 1 | 0.76% | 0.76% | 0.76% | Q1 2023 | Q1 2023 | 1 |
Sullivan, Bruyette, Speros & Blaney, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q3 2017 | 1 |
Ovata Capital Management Ltd | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
Consulta Ltd | 1 | 1 | 1.45% | 1.45% | 1.45% | Q2 2013 | Q2 2013 | 1 |
Bison Wealth, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2016 | Q3 2016 | 1 |
Wallington Asset Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2016 | Q2 2016 | 1 |
DAVIDSON INVESTMENT ADVISORS | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2018 | Q4 2018 | 1 |
Keel Point Advisors, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2014 | Q4 2014 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2013 | Q2 2013 | 1 |
Simcah Management LLC | 1 | 1 | 6.98% | 6.98% | 6.98% | Q4 2013 | Q4 2013 | 1 |
Allen Mooney & Barnes Investment Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
CMT Capital Markets Trading GmbH | 1 | 1 | 1.17% | 1.17% | 1.17% | Q1 2017 | Q1 2017 | 1 |
Leicht Financial Planning & Wealth Management, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2020 | Q1 2020 | 1 |
Bayesian Capital Management, LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2018 | Q4 2018 | 1 |
Stratos Investment Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
Mizuho Trust & Banking Co., Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2014 | Q3 2014 | 1 |
Stamos Capital Partners, L.P. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2018 | Q4 2018 | 1 |
FIRST INTERSTATE BANCSYSTEM INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q1 2021 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2017 | Q3 2017 | 1 |
BW Gestao de Investimentos Ltda. | 1 | 1 | 14.91% | 14.91% | 14.91% | Q1 2016 | Q1 2016 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Next Level Private LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q2 2022 | Q2 2022 | 1 |
TRAIN BABCOCK ADVISORS LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2013 | Q2 2013 | 1 |
IRON Financial LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2022 | Q3 2022 | 1 |
Woodson Capital Management, LP | 1 | 1 | 2.97% | 2.97% | 2.97% | Q4 2016 | Q4 2016 | 1 |
BSW Wealth Partners | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2020 | Q1 2020 | 1 |
Lehman Brothers Holdings Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Orbitronix, LP | 1 | 1 | 1.28% | 1.28% | 1.28% | Q1 2014 | Q1 2014 | 1 |
EMS Capital LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
RB Capital Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2016 | Q4 2016 | 1 |
RAM Investment Partners, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q2 2023 | 1 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Dakota Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Allie Family Office LLC | 1 | 1 | 2.31% | 2.31% | 2.31% | Q1 2022 | Q1 2022 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q3 2016 | Q3 2016 | 1 |
PICTET ASSET MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Greenwich Investment Management, Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2017 | Q1 2017 | 1 |
Cascade Investment Advisors, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2016 | Q2 2016 | 1 |
Independence Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2018 | Q4 2018 | 1 |
Accredited Investors Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2013 | Q2 2013 | 1 |
CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
American Money Management, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q2 2014 | Q2 2014 | 1 |
SAGE FINANCIAL GROUP INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2015 | Q4 2015 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Edmond de Rothschild (Europe) | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2015 | Q2 2015 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2010 | Q2 2010 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
Lunt Capital Management, Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2023 | Q2 2023 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
First National Advisers, LLC | 1 | 1 | 3.80% | 3.80% | 3.80% | Q3 2023 | Q3 2023 | 1 |
Cider Mill Investments LP | 1 | 1 | 2.54% | 2.54% | 2.54% | Q4 2017 | Q4 2017 | 1 |
ARS Wealth Advisors Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
WOODMONT INVESTMENT COUNSEL LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2016 | Q4 2016 | 1 |
Activest Wealth Management | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2023 | Q2 2023 | 1 |
CYRUS CAPITAL PARTNERS, L.P. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
Jackson Wealth Management, LLC | 1 | 1 | 5.29% | 5.29% | 5.29% | Q1 2022 | Q1 2022 | 1 |
Riverwater Partners LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2022 | Q3 2022 | 1 |
WILLIAM HARRIS INVESTORS INC | 1 | 1 | 3.51% | 3.51% | 3.51% | Q4 2016 | Q4 2016 | 1 |
Magellan Asset Management Ltd | 1 | 1 | 2.81% | 2.81% | 2.81% | Q3 2018 | Q3 2018 | 1 |
Threshold Group LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q3 2017 | Q3 2017 | 1 |
Koss-Olinger Consulting, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2022 | Q2 2022 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
MCF Advisors LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2016 | Q2 2016 | 1 |
SkyView Investment Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2020 | Q4 2020 | 1 |
GRIES FINANCIAL LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2020 | Q4 2020 | 1 |
MITCHELL SINKLER & STARR/PA | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 1 | 1 | 0.69% | 0.69% | 0.69% | Q2 2018 | Q2 2018 | 1 |
Elk River Wealth Management, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2021 | Q4 2021 | 1 |
GUARDIAN INVESTMENT MANAGEMENT | 1 | 1 | 2.13% | 2.13% | 2.13% | Q4 2020 | Q4 2020 | 1 |
TEALWOOD ASSET MANAGEMENT INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2016 | Q4 2016 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Allen Capital Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
Allegiant Private Advisors, LLC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q4 2020 | Q4 2020 | 1 |
Octavia Wealth Advisors, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2020 | Q4 2020 | 1 |
Running Point Capital Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2020 | Q4 2020 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
AlphaMark Advisors, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2016 | Q4 2016 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2015 | Q2 2015 | 1 |
Colorado Capital Management, Inc. | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2015 | Q4 2015 | 1 |
MADRONA FUNDS, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2019 | Q3 2019 | 1 |
Airain ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q4 2015 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2014 | Q1 2014 | 1 |
D. E. Shaw & Co., Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
Select Asset Management & Trust | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2020 | Q4 2020 | 1 |
Sycale Advisors (NY) LLC | 1 | 1 | 6.37% | 6.37% | 6.37% | Q4 2020 | Q4 2020 | 1 |
Douglas C. Lane & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
YALE UNIVERSITY | 1 | 1 | 0.77% | 0.77% | 0.77% | Q3 2019 | Q3 2019 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
Waverton Investment Management Ltd | 1 | 1 | 4.10% | 4.10% | 4.10% | Q1 2016 | Q1 2016 | 1 |
COOLIDGE FRANCIS L | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2013 | Q2 2013 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Mission Creek Capital Partners, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
NBT BANK N A /NY | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q2 2013 | Q2 2013 | 1 |
Matthew Goff Investment Advisor, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
R. W. Roge & Company, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2022 | Q2 2022 | 1 |
Investors Financial Group, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2019 | Q4 2019 | 1 |
Beacon Financial Advisory LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2023 | Q3 2023 | 1 |
CAZENOVE CAPITAL MANAGEMENT LTD | 1 | 1 | 1.08% | 1.08% | 1.08% | Q2 2013 | Q2 2013 | 1 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2017 | Q1 2017 | 1 |
Stonehage Fleming (UK) Ltd | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2014 | Q1 2014 | 1 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.71% | 0.71% | 0.71% | Q2 2020 | Q2 2020 | 1 |
ROMAN BUTLER FULLERTON & CO | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2023 | Q1 2023 | 1 |
BRC Investment Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
MENTA CAPITAL LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q2 2013 | Q2 2013 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 4.46% | 4.46% | 4.46% | Q3 2019 | Q3 2019 | 1 |
Weaver Consulting Group | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
Lehman & Derafelo Financial Resources LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2022 | Q4 2022 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2021 | Q2 2021 | 1 |
UNIVERSITY OF CHICAGO | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2012 | Q4 2012 | 1 |
HNP Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Pegasus Partners Ltd. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2015 | Q2 2015 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
THOMASPARTNERS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Pacific Wealth Strategies Group, Inc. | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2018 | Q4 2018 | 1 |
Sargent Investment Group, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2023 | Q3 2023 | 1 |
PRINCIPAL FINANCIAL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Lesa Sroufe & Co | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2021 | Q4 2021 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2017 | Q1 2017 | 1 |
EASTERN BANK | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
HBK Sorce Advisory LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2015 | Q1 2015 | 1 |
Friedberg Investment Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2014 | Q4 2014 | 1 |
Questar Asset Management, Inc. | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2018 | Q4 2018 | 1 |
SlateStone Wealth, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 2.68% | 2.68% | 2.68% | Q3 2023 | Q3 2023 | 1 |
FENIMORE ASSET MANAGEMENT TRUST | 1 | 1 | 2.78% | 2.78% | 2.78% | Q3 2013 | Q3 2013 | 1 |
MIC Capital Management UK LLP | 1 | 1 | 5.34% | 5.34% | 5.34% | Q4 2021 | Q4 2021 | 1 |
Swift Run Capital | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2018 | Q2 2018 | 1 |
OBH Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Sandhill Capital Partners LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2013 | Q2 2013 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Paragon Capital Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2015 | Q3 2015 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
Sunesis Advisors, LLC | 1 | 1 | 4.92% | 4.92% | 4.92% | Q1 2020 | Q1 2020 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 1.13% | 1.13% | 1.13% | Q4 2018 | Q4 2018 | 1 |
FIRST MERCANTILE TRUST CO | 1 | 1 | 0.72% | 0.72% | 0.72% | Q1 2014 | Q1 2014 | 1 |
ABLE Financial Group, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2023 | Q1 2023 | 1 |
Financial Architects, Inc | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2017 | Q3 2017 | 1 |
Titus Wealth Management | 1 | 1 | 4.10% | 4.10% | 4.10% | Q2 2022 | Q2 2022 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2021 | Q3 2021 | 1 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2016 | Q3 2016 | 1 |
ORG Partners LLC | 1 | 1 | 1.85% | 1.85% | 1.85% | Q2 2023 | Q2 2023 | 1 |
Clarus Wealth Advisors | 1 | 1 | 4.21% | 4.21% | 4.21% | Q1 2023 | Q1 2023 | 1 |
MSI Financial Services Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Claybrook Capital, LLC | 1 | 1 | 10.99% | 10.99% | 10.99% | Q4 2018 | Q4 2018 | 1 |
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This page lists all the filers that currently own BERKSHIRE HATHAWAY INC DEL or have owned BERKSHIRE HATHAWAY INC DEL in the past.