Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.03% | 0.21% | Q1 2012 | Q3 2023 | 137 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 125 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 113 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.03% | 0.52% | Q2 2013 | Q3 2023 | 112 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.04% | 0.20% | Q2 2013 | Q3 2023 | 101 |
Parallax Volatility Advisers, L.P. | 22 | 1 | 0.00% | 0.02% | 0.23% | Q2 2013 | Q3 2023 | 101 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.05% | 0.21% | Q2 2013 | Q3 2023 | 99 |
Citadel Advisors | 29 | 4 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 98 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.04% | 0.29% | Q2 2013 | Q3 2023 | 95 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.15% | 0.55% | Q2 2013 | Q3 2023 | 94 |
JANE STREET GROUP, LLC | 39 | 39 | 0.00% | 0.01% | 0.07% | Q1 2014 | Q3 2023 | 90 |
UBS Group AG | 36 | 36 | 0.00% | 0.10% | 0.52% | Q4 2014 | Q3 2023 | 90 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.12% | 0.56% | Q1 2012 | Q3 2023 | 83 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.10% | 0.39% | Q1 2013 | Q3 2023 | 80 |
WOLVERINE TRADING, LLC | 16 | 3 | 0.00% | 0.04% | 0.14% | Q2 2016 | Q3 2023 | 80 |
Twin Tree Management, LP | 16 | 2 | 0.00% | 0.08% | 0.53% | Q4 2012 | Q3 2023 | 77 |
MILLENNIUM MANAGEMENT LLC | 27 | 1 | 0.00% | 0.02% | 0.10% | Q3 2013 | Q3 2023 | 74 |
Cutler Group LLC / CA | 21 | 10 | 0.00% | 0.02% | 0.43% | Q4 2015 | Q3 2023 | 73 |
Paloma Partners Management Co | 19 | 1 | 0.01% | 0.07% | 0.47% | Q2 2014 | Q3 2023 | 71 |
TWO SIGMA INVESTMENTS, LP | 20 | 2 | 0.00% | 0.05% | 0.39% | Q2 2015 | Q2 2023 | 69 |
CAPSTONE INVESTMENT ADVISORS, LLC | 22 | 2 | 0.00% | 0.07% | 0.21% | Q3 2013 | Q3 2023 | 66 |
Laurion Capital Management LP | 14 | 2 | 0.00% | 0.15% | 0.58% | Q3 2016 | Q3 2023 | 66 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.04% | 0.20% | Q3 2018 | Q3 2023 | 61 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.24% | 0.58% | Q2 2013 | Q3 2023 | 60 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.00% | 0.34% | 0.96% | Q1 2009 | Q3 2023 | 59 |
TWO SIGMA SECURITIES, LLC | 16 | 1 | 0.00% | 0.05% | 0.27% | Q3 2016 | Q3 2023 | 59 |
HighTower Advisors, LLC | 33 | 8 | 0.00% | 0.10% | 0.27% | Q2 2013 | Q3 2023 | 55 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.09% | 0.23% | Q3 2013 | Q3 2023 | 55 |
Jefferies Group LLC | 17 | 3 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q2 2022 | 54 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 54 |
CAPITAL FUND MANAGEMENT S.A. | 13 | 1 | 0.00% | 0.08% | 0.53% | Q2 2013 | Q3 2023 | 51 |
TORONTO DOMINION BANK | 43 | 43 | 0.00% | 0.06% | 0.18% | Q1 2013 | Q3 2023 | 50 |
Squarepoint Ops LLC | 14 | 1 | 0.00% | 0.06% | 0.29% | Q2 2015 | Q3 2023 | 50 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.08% | 0.19% | 0.32% | Q3 2011 | Q3 2023 | 49 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.08% | 0.15% | 0.24% | Q3 2011 | Q3 2023 | 49 |
AMALGAMATED BANK | 40 | 3 | 0.12% | 0.19% | 0.28% | Q4 2010 | Q3 2023 | 49 |
MUFG Americas Holdings Corp | 48 | 48 | 0.00% | 0.17% | 0.38% | Q4 2010 | Q3 2022 | 48 |
CREDIT AGRICOLE S A | 42 | 42 | 0.00% | 0.06% | 0.23% | Q2 2013 | Q3 2023 | 48 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.02% | 0.16% | 0.35% | Q4 2011 | Q3 2023 | 48 |
GLENMEDE TRUST CO NA | 45 | 2 | 0.00% | 0.22% | 0.41% | Q4 2011 | Q3 2023 | 47 |
First Horizon Advisors, Inc. | 47 | 47 | 0.01% | 0.05% | 0.14% | Q1 2012 | Q3 2023 | 47 |
Mirae Asset Global Investments Co., Ltd. | 42 | 4 | 0.03% | 0.19% | 0.73% | Q3 2011 | Q3 2023 | 46 |
Creative Planning | 33 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 46 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 46 |
Cubist Systematic Strategies, LLC | 14 | 1 | 0.00% | 0.07% | 0.29% | Q2 2014 | Q3 2023 | 45 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.28% | 0.58% | Q2 2013 | Q3 2023 | 45 |
DONALDSON CAPITAL MANAGEMENT, LLC | 45 | 45 | 0.11% | 2.06% | 3.91% | Q3 2012 | Q3 2023 | 45 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 42 | 42 | 0.02% | 0.94% | 1.29% | Q2 2013 | Q3 2023 | 45 |
Capital Analysts, LLC | 44 | 44 | 0.01% | 0.17% | 0.61% | Q4 2012 | Q3 2023 | 44 |
BANK OF NOVA SCOTIA | 43 | 43 | 0.00% | 0.04% | 0.20% | Q1 2013 | Q3 2023 | 44 |
First Financial Bank - Trust Division | 44 | 44 | 0.16% | 1.00% | 1.68% | Q1 2013 | Q4 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.15% | 0.29% | Q4 2012 | Q3 2023 | 44 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.17% | 0.22% | 0.29% | Q1 2013 | Q3 2023 | 43 |
Harbour Capital Advisors, LLC | 31 | 12 | 0.54% | 0.80% | 1.07% | Q1 2013 | Q4 2023 | 43 |
TUDOR INVESTMENT CORP ET AL | 9 | 1 | 0.01% | 0.06% | 0.39% | Q2 2013 | Q3 2023 | 43 |
BRYN MAWR TRUST Co | 43 | 43 | 0.04% | 0.08% | 0.18% | Q1 2013 | Q3 2023 | 43 |
SHEETS SMITH WEALTH MANAGEMENT | 43 | 43 | 0.33% | 0.60% | 1.08% | Q1 2013 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.03% | 0.07% | 0.21% | Q4 2012 | Q2 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.06% | 0.26% | 0.49% | Q1 2013 | Q3 2023 | 43 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 43 | 43 | 0.06% | 0.19% | 0.25% | Q1 2013 | Q3 2023 | 43 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 43 | 43 | 0.12% | 1.46% | 2.08% | Q1 2013 | Q3 2023 | 43 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.04% | 0.22% | 0.75% | Q1 2013 | Q3 2023 | 43 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.01% | 0.14% | 0.29% | Q2 2013 | Q3 2023 | 43 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.00% | 0.02% | 0.17% | Q1 2013 | Q3 2023 | 43 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.31% | 0.43% | Q2 2013 | Q3 2023 | 43 |
EXENCIAL WEALTH ADVISORS, LLC | 43 | 43 | 0.09% | 1.64% | 3.30% | Q1 2013 | Q3 2023 | 43 |
BAR HARBOR WEALTH MANAGEMENT | 43 | 43 | 0.05% | 0.20% | 0.34% | Q1 2013 | Q3 2023 | 43 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.00% | 0.16% | 0.39% | Q2 2013 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.10% | 0.13% | 0.17% | Q1 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.00% | 0.09% | 0.45% | Q4 2012 | Q3 2023 | 43 |
FIRST NATIONAL TRUST CO | 42 | 42 | 0.10% | 0.22% | 0.54% | Q2 2013 | Q3 2023 | 42 |
Calamos Advisors LLC | 42 | 42 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Exchange Capital Management, Inc. | 42 | 42 | 1.59% | 1.96% | 2.34% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.07% | 0.12% | 0.24% | Q2 2013 | Q3 2023 | 42 |
BECKER CAPITAL MANAGEMENT INC | 42 | 42 | 0.20% | 1.10% | 1.83% | Q2 2013 | Q3 2023 | 42 |
Sabal Trust CO | 42 | 42 | 0.03% | 1.23% | 2.85% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 42 |
BNP Paribas Asset Management Holding S.A. | 42 | 42 | 0.07% | 0.32% | 0.68% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.11% | 0.17% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.06% | 0.16% | 0.24% | Q2 2013 | Q3 2023 | 42 |
BRAUN STACEY ASSOCIATES INC | 42 | 42 | 0.60% | 0.97% | 1.27% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.04% | 0.14% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.01% | 0.05% | 0.18% | Q2 2013 | Q3 2023 | 42 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 42 | 42 | 0.05% | 0.25% | 1.55% | Q2 2013 | Q3 2023 | 42 |
BAHL & GAYNOR INC | 42 | 42 | 0.32% | 1.73% | 2.27% | Q2 2013 | Q3 2023 | 42 |
First Long Island Investors, LLC | 42 | 42 | 1.63% | 1.90% | 2.27% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.12% | 0.19% | 0.31% | Q2 2013 | Q3 2023 | 42 |
JOHNSON INVESTMENT COUNSEL INC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.08% | 0.16% | 0.28% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.15% | 10.02% | 18.83% | Q2 2013 | Q3 2023 | 42 |
EVERENCE CAPITAL MANAGEMENT INC | 42 | 42 | 0.15% | 0.30% | 0.49% | Q2 2013 | Q3 2023 | 42 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 42 | 42 | 0.27% | 0.42% | 0.57% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.02% | 0.21% | 0.44% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.11% | 0.15% | 0.23% | Q2 2013 | Q3 2023 | 42 |
FIRST FINANCIAL CORP /IN/ | 42 | 42 | 0.05% | 0.11% | 0.18% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.20% | 0.37% | 0.55% | Q2 2013 | Q3 2023 | 42 |
ARROW FINANCIAL CORP | 42 | 42 | 0.01% | 0.63% | 1.19% | Q2 2013 | Q3 2023 | 42 |
CAPITAL ADVISORS INC/OK | 42 | 42 | 0.51% | 1.01% | 1.49% | Q2 2013 | Q3 2023 | 42 |
Stillwater Capital Advisors, LLC | 42 | 42 | 2.22% | 2.95% | 3.54% | Q2 2013 | Q3 2023 | 42 |
Van Cleef Asset Management,Inc | 42 | 42 | 0.28% | 0.39% | 0.50% | Q2 2013 | Q3 2023 | 42 |
Evercore Wealth Management, LLC | 42 | 42 | 0.04% | 1.04% | 1.85% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.14% | 0.24% | 0.36% | Q2 2013 | Q3 2023 | 42 |
MIDDLETON & CO INC/MA | 42 | 42 | 0.06% | 0.39% | 1.28% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.01% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 42 |
PITTENGER & ANDERSON INC | 42 | 42 | 0.68% | 0.88% | 1.19% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.08% | 0.18% | 0.34% | Q2 2013 | Q3 2023 | 42 |
CAMBRIDGE TRUST CO | 42 | 42 | 0.32% | 0.93% | 1.39% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.02% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 42 |
FineMark National Bank & Trust | 42 | 42 | 0.09% | 0.84% | 1.35% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.15% | 0.19% | 0.26% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Johnson Financial Group, Inc. | 42 | 42 | 0.01% | 0.30% | 1.02% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.13% | 0.18% | 0.28% | Q2 2013 | Q3 2023 | 42 |
FRED ALGER MANAGEMENT, LLC | 42 | 42 | 0.01% | 0.03% | 0.43% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.18% | 0.22% | 0.30% | Q2 2013 | Q3 2023 | 42 |
TODD ASSET MANAGEMENT LLC | 42 | 42 | 0.01% | 0.65% | 2.00% | Q2 2013 | Q3 2023 | 42 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 42 | 42 | 0.02% | 0.25% | 0.58% | Q2 2013 | Q3 2023 | 42 |
PRIVATE ASSET MANAGEMENT INC | 42 | 42 | 0.14% | 0.28% | 0.52% | Q2 2013 | Q3 2023 | 42 |
STOCK YARDS BANK & TRUST CO | 42 | 42 | 1.00% | 1.88% | 2.61% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.17% | 0.21% | 0.27% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.10% | 0.24% | 0.59% | Q2 2013 | Q3 2023 | 42 |
GREAT LAKES ADVISORS, LLC | 42 | 42 | 0.02% | 0.28% | 1.27% | Q2 2013 | Q3 2023 | 42 |
PARSONS CAPITAL MANAGEMENT INC/RI | 42 | 42 | 0.59% | 0.73% | 0.94% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.21% | 0.39% | 0.60% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.13% | 0.26% | 0.78% | Q2 2013 | Q3 2023 | 42 |
AMERICAN CENTURY COMPANIES INC | 42 | 42 | 0.02% | 0.09% | 0.28% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.04% | 0.19% | 0.37% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.11% | 0.17% | 0.26% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.14% | 0.61% | Q2 2013 | Q3 2023 | 42 |
Ameritas Investment Partners, Inc. | 42 | 42 | 0.10% | 0.23% | 0.74% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.09% | 0.22% | 0.54% | Q2 2013 | Q3 2023 | 42 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 42 | 42 | 0.19% | 0.27% | 0.44% | Q2 2013 | Q3 2023 | 42 |
ENTERPRISE FINANCIAL SERVICES CORP | 42 | 42 | 0.01% | 0.06% | 0.28% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.07% | 0.16% | 0.27% | Q2 2013 | Q3 2023 | 42 |
WASHINGTON TRUST Co | 42 | 42 | 0.56% | 0.74% | 1.06% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.12% | 0.18% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.19% | 0.25% | 0.83% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Narwhal Capital Management | 42 | 42 | 0.54% | 1.12% | 2.30% | Q2 2013 | Q3 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.49% | 0.71% | 0.97% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.07% | 0.60% | 1.25% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.06% | 0.20% | 0.36% | Q2 2013 | Q3 2023 | 42 |
PITCAIRN CO | 42 | 42 | 0.05% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.18% | 0.23% | 0.30% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.02% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
LS Investment Advisors, LLC | 42 | 42 | 0.01% | 1.17% | 2.48% | Q2 2013 | Q3 2023 | 42 |
CINCINNATI FINANCIAL CORP | 42 | 42 | 0.60% | 0.74% | 0.91% | Q2 2013 | Q3 2023 | 42 |
Granite Investment Partners, LLC | 42 | 42 | 0.16% | 0.43% | 0.78% | Q2 2013 | Q3 2023 | 42 |
LOWE BROCKENBROUGH & CO INC | 42 | 42 | 0.17% | 0.26% | 0.36% | Q2 2013 | Q3 2023 | 42 |
Parkside Financial Bank & Trust | 42 | 42 | 0.07% | 0.12% | 0.19% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.09% | 0.12% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Aviance Capital Partners, LLC | 42 | 42 | 0.51% | 1.04% | 1.62% | Q2 2013 | Q3 2023 | 42 |
PEAPACK GLADSTONE FINANCIAL CORP | 42 | 42 | 0.78% | 1.26% | 1.72% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.04% | 0.09% | 0.22% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.11% | 0.15% | 0.24% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.03% | 0.20% | 0.62% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.17% | 0.24% | 0.34% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.05% | 0.10% | 0.20% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.04% | 0.11% | 0.17% | Q2 2013 | Q3 2023 | 42 |
MAI Capital Management | 38 | 1 | 0.01% | 0.15% | 0.25% | Q2 2013 | Q3 2023 | 42 |
WRIGHT INVESTORS SERVICE INC | 42 | 42 | 0.14% | 0.56% | 1.36% | Q2 2013 | Q3 2023 | 42 |
CRAWFORD INVESTMENT COUNSEL INC | 42 | 42 | 1.21% | 2.16% | 3.03% | Q2 2013 | Q3 2023 | 42 |
ZACKS INVESTMENT MANAGEMENT | 42 | 42 | 1.00% | 1.28% | 1.63% | Q2 2013 | Q3 2023 | 42 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 42 | 42 | 0.00% | 0.12% | 0.32% | Q2 2013 | Q3 2023 | 42 |
FIRST FOUNDATION ADVISORS | 42 | 42 | 0.12% | 1.26% | 2.54% | Q2 2013 | Q3 2023 | 42 |
BOURGEON CAPITAL MANAGEMENT LLC | 42 | 42 | 0.88% | 1.80% | 2.86% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.44% | 0.60% | 0.86% | Q2 2013 | Q3 2023 | 42 |
Korea Investment CORP | 42 | 42 | 0.21% | 0.44% | 1.23% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.16% | 0.22% | 0.30% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.02% | 0.30% | 0.51% | Q2 2013 | Q3 2023 | 42 |
TOMPKINS FINANCIAL CORP | 32 | 10 | 0.07% | 0.55% | 1.47% | Q2 2013 | Q4 2023 | 42 |
OLD SECOND NATIONAL BANK OF AURORA | 42 | 42 | 1.61% | 2.03% | 2.54% | Q2 2013 | Q3 2023 | 42 |
Strategic Financial Services, Inc, | 42 | 42 | 0.19% | 0.72% | 1.08% | Q2 2013 | Q3 2023 | 42 |
Markel Corporation | 42 | 42 | 0.08% | 1.56% | 2.44% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.19% | 0.23% | 0.31% | Q2 2013 | Q3 2023 | 42 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 42 | 42 | 0.44% | 1.56% | 3.36% | Q2 2013 | Q3 2023 | 42 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 42 | 42 | 0.74% | 0.95% | 1.14% | Q2 2013 | Q3 2023 | 42 |
BURKE & HERBERT BANK & TRUST CO | 42 | 42 | 0.34% | 0.45% | 0.60% | Q2 2013 | Q3 2023 | 42 |
JONES FINANCIAL COMPANIES LLLP | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
HARRIS ASSOCIATES L P | 42 | 42 | 0.09% | 0.51% | 1.14% | Q2 2013 | Q3 2023 | 42 |
Dana Investment Advisors, Inc. | 42 | 42 | 0.10% | 0.16% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Busey Bank | 42 | 42 | 0.08% | 0.59% | 1.68% | Q2 2013 | Q3 2023 | 42 |
WEBSTER BANK, N. A. | 42 | 42 | 0.74% | 1.14% | 1.50% | Q2 2013 | Q3 2023 | 42 |
PIONEER TRUST BANK N A/OR | 42 | 42 | 1.50% | 2.13% | 2.75% | Q2 2013 | Q3 2023 | 42 |
Cincinnati Specialty Underwriters Insurance CO | 42 | 42 | 2.46% | 3.53% | 4.78% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.07% | 0.19% | 0.50% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.09% | 0.14% | 0.21% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.17% | 0.22% | 0.29% | Q2 2013 | Q3 2023 | 42 |
BRIDGES INVESTMENT MANAGEMENT INC | 42 | 42 | 1.03% | 1.46% | 2.02% | Q2 2013 | Q3 2023 | 42 |
MOODY LYNN & LIEBERSON, LLC | 42 | 42 | 0.07% | 0.44% | 1.48% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.03% | 0.16% | 0.27% | Q2 2013 | Q3 2023 | 42 |
GATEWAY INVESTMENT ADVISERS LLC | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.03% | 0.16% | 0.29% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.19% | 0.23% | 0.30% | Q2 2013 | Q3 2023 | 42 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.06% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Capital World Investors | 42 | 42 | 0.10% | 0.58% | 1.17% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.04% | 0.14% | 0.35% | Q2 2013 | Q3 2023 | 42 |
PUTNAM INVESTMENTS LLC | 42 | 42 | 0.00% | 0.16% | 0.66% | Q2 2013 | Q3 2023 | 42 |
CIBC WORLD MARKET INC. | 42 | 42 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.01% | 0.07% | 0.26% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.08% | 0.21% | 0.35% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.02% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.19% | 0.63% | 1.00% | Q2 2013 | Q3 2023 | 42 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.01% | 0.25% | 0.73% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.14% | 0.30% | 0.76% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.03% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.10% | 0.15% | 0.38% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.11% | 0.22% | 0.43% | Q2 2013 | Q3 2023 | 42 |
THOMPSON SIEGEL & WALMSLEY LLC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WOODMONT INVESTMENT COUNSEL LLC | 42 | 42 | 0.08% | 0.27% | 0.76% | Q2 2013 | Q3 2023 | 42 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 42 | 42 | 0.80% | 1.70% | 2.27% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VERMONT | 42 | 42 | 0.21% | 1.00% | 1.60% | Q2 2013 | Q3 2023 | 42 |
ADELL HARRIMAN & CARPENTER INC | 42 | 42 | 0.28% | 1.05% | 1.72% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.06% | 0.12% | 0.20% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.07% | 0.23% | 0.55% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN STREET ADVISORS INC /NC | 42 | 42 | 1.00% | 2.41% | 3.47% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.08% | 0.15% | 0.31% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.28% | 0.46% | 0.66% | Q2 2013 | Q3 2023 | 42 |
Guinness Asset Management LTD | 42 | 42 | 0.02% | 1.56% | 4.87% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.10% | 0.25% | 0.49% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.09% | 0.21% | Q2 2013 | Q3 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42 | 42 | 0.02% | 0.10% | 0.57% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.02% | 0.11% | 0.62% | Q2 2013 | Q3 2023 | 42 |
Penobscot Investment Management Company, Inc. | 42 | 42 | 0.36% | 0.59% | 0.88% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.13% | 0.16% | 0.20% | Q2 2013 | Q3 2023 | 42 |
PEAK6 Group LLC | 15 | 5 | 0.00% | 0.08% | 0.30% | Q2 2013 | Q2 2018 | 42 |
Rafferty Asset Management, LLC | 42 | 42 | 0.00% | 0.24% | 0.54% | Q2 2013 | Q3 2023 | 42 |
NOMURA HOLDINGS INC | 12 | 1 | 0.00% | 0.01% | 0.15% | Q4 2012 | Q3 2023 | 42 |
Chesley Taft & Associates LLC | 42 | 42 | 0.21% | 0.33% | 0.50% | Q2 2013 | Q3 2023 | 42 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 42 | 42 | 0.27% | 0.49% | 0.90% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.02% | 0.06% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Ensemble Capital Management | 42 | 42 | 0.05% | 0.37% | 1.90% | Q2 2013 | Q3 2023 | 42 |
Dorsey & Whitney Trust CO LLC | 42 | 42 | 0.11% | 0.14% | 0.19% | Q2 2013 | Q3 2023 | 42 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FDx Advisors, Inc. | 42 | 42 | 0.09% | 0.26% | 0.43% | Q2 2013 | Q3 2023 | 42 |
Buckingham Capital Management, Inc. | 42 | 42 | 1.20% | 1.53% | 2.06% | Q2 2013 | Q3 2023 | 42 |
DEAN INVESTMENT ASSOCIATES, LLC | 42 | 42 | 0.91% | 1.20% | 1.64% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.22% | 1.03% | 2.17% | Q2 2012 | Q4 2022 | 42 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 42 | 42 | 0.00% | 0.10% | 0.37% | Q2 2013 | Q3 2023 | 42 |
SENTRY INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.06% | 0.21% | 0.33% | Q2 2013 | Q3 2023 | 42 |
ASSOCIATED BANC-CORP | 42 | 42 | 0.80% | 1.36% | 1.66% | Q2 2013 | Q3 2023 | 42 |
Carnegie Capital Asset Management, LLC | 42 | 42 | 0.66% | 1.15% | 1.60% | Q2 2013 | Q3 2023 | 42 |
SHELL ASSET MANAGEMENT CO | 42 | 42 | 0.11% | 0.29% | 0.46% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.16% | 0.22% | 0.31% | Q2 2013 | Q3 2023 | 42 |
Colonial Trust Advisors | 42 | 42 | 0.08% | 0.12% | 0.15% | Q2 2013 | Q3 2023 | 42 |
JFS WEALTH ADVISORS, LLC | 42 | 42 | 0.02% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.16% | 0.21% | 0.26% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.11% | 0.17% | 0.24% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.01% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.16% | 0.20% | 0.27% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.06% | 0.12% | 0.23% | Q2 2013 | Q3 2023 | 42 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 42 | 42 | 0.09% | 0.86% | 1.48% | Q2 2013 | Q3 2023 | 42 |
L. Roy Papp & Associates, LLP | 42 | 42 | 3.37% | 4.16% | 5.22% | Q2 2013 | Q3 2023 | 42 |
Indiana Trust & Investment Management CO | 42 | 42 | 0.72% | 1.02% | 1.41% | Q2 2013 | Q3 2023 | 42 |
LONDON CO OF VIRGINIA | 42 | 42 | 1.13% | 2.42% | 3.61% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.31% | 0.44% | 0.67% | Q2 2013 | Q3 2023 | 42 |
EVERETT HARRIS & CO /CA/ | 42 | 42 | 0.03% | 0.64% | 1.58% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.13% | 0.34% | 0.51% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.07% | 0.16% | 0.30% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL BANK OF OMAHA | 42 | 42 | 0.72% | 1.06% | 1.38% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Haverford Trust Co | 42 | 42 | 2.32% | 2.70% | 3.24% | Q2 2013 | Q3 2023 | 42 |
RNC CAPITAL MANAGEMENT LLC | 42 | 42 | 0.04% | 1.57% | 3.06% | Q2 2013 | Q3 2023 | 42 |
HARBOUR INVESTMENT MANAGEMENT LLC | 42 | 42 | 1.03% | 1.33% | 1.67% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.15% | 0.20% | 0.26% | Q2 2013 | Q3 2023 | 42 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 42 | 42 | 0.02% | 0.06% | 0.46% | Q2 2013 | Q3 2023 | 42 |
Coastline Trust Co | 42 | 42 | 0.13% | 0.28% | 0.49% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.02% | 0.35% | 0.92% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.08% | 0.13% | 0.18% | Q2 2013 | Q3 2023 | 42 |
CINCINNATI INSURANCE CO | 42 | 42 | 3.98% | 5.04% | 6.84% | Q2 2013 | Q3 2023 | 42 |
Haverford Financial Services, Inc. | 42 | 42 | 3.04% | 3.82% | 4.81% | Q2 2013 | Q3 2023 | 42 |
CINCINNATI CASUALTY CO | 42 | 42 | 3.25% | 4.01% | 5.20% | Q2 2013 | Q3 2023 | 42 |
Baldwin Investment Management, LLC | 42 | 42 | 0.11% | 0.42% | 0.94% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.02% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.17% | 0.21% | 0.29% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.72% | 0.89% | 1.12% | Q2 2013 | Q3 2023 | 42 |
Cypress Capital Group | 42 | 42 | 0.33% | 0.76% | 1.31% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.02% | 0.06% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.00% | 0.29% | 0.60% | Q2 2013 | Q3 2023 | 42 |
DUNCKER STREETT & CO INC | 42 | 42 | 0.01% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 42 | 42 | 0.03% | 0.32% | 0.68% | Q2 2013 | Q3 2023 | 42 |
Skylands Capital, LLC | 42 | 42 | 0.15% | 0.53% | 1.31% | Q2 2013 | Q3 2023 | 42 |
ProVise Management Group, LLC | 42 | 42 | 0.20% | 1.03% | 1.31% | Q2 2013 | Q3 2023 | 42 |
Epoch Investment Partners, Inc. | 42 | 42 | 0.17% | 0.78% | 1.39% | Q2 2013 | Q3 2023 | 42 |
MOTCO | 42 | 42 | 0.04% | 0.89% | 1.17% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.12% | 0.49% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.13% | 0.21% | 0.47% | Q2 2013 | Q3 2023 | 42 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 42 | 42 | 0.01% | 0.06% | 0.17% | Q2 2013 | Q3 2023 | 42 |
CONNING INC. | 42 | 42 | 0.04% | 0.90% | 1.56% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.19% | 0.26% | 0.35% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.06% | 0.20% | 0.54% | Q2 2013 | Q3 2023 | 42 |
Ledyard National Bank | 42 | 42 | 0.00% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.08% | 0.42% | 0.99% | Q2 2013 | Q3 2023 | 42 |
Linscomb & Williams, Inc. | 42 | 42 | 0.11% | 0.40% | 0.66% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.00% | 0.05% | 0.17% | Q2 2013 | Q3 2023 | 42 |
SHELTON CAPITAL MANAGEMENT | 42 | 42 | 0.02% | 0.20% | 0.48% | Q2 2013 | Q3 2023 | 42 |
ROCKLAND TRUST CO | 42 | 42 | 0.16% | 0.74% | 1.13% | Q2 2013 | Q3 2023 | 42 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.08% | 0.29% | 0.63% | Q2 2013 | Q3 2023 | 41 |
WESTPAC BANKING CORP | 40 | 1 | 0.01% | 0.08% | 0.24% | Q2 2013 | Q3 2023 | 41 |
SUMITOMO LIFE INSURANCE CO | 41 | 41 | 0.04% | 0.20% | 0.36% | Q3 2013 | Q3 2023 | 41 |
ASSETMARK, INC | 41 | 41 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 41 |
ROBERTS GLORE & CO INC /IL/ | 22 | 19 | 0.12% | 0.20% | 0.29% | Q2 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.01% | 0.12% | 0.18% | Q2 2013 | Q3 2023 | 41 |
FAYEZ SAROFIM & CO | 40 | 1 | 0.79% | 1.22% | 1.73% | Q2 2013 | Q3 2023 | 41 |
TEXAS PERMANENT SCHOOL FUND CORP | 41 | 41 | 0.15% | 0.19% | 0.24% | Q1 2013 | Q1 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.22% | 0.27% | 0.34% | Q3 2013 | Q3 2023 | 41 |
CYPRESS ASSET MANAGEMENT INC/TX | 41 | 41 | 0.06% | 0.39% | 0.75% | Q2 2013 | Q2 2023 | 41 |
PRUDENTIAL PLC | 33 | 8 | 0.00% | 0.35% | 1.27% | Q2 2013 | Q3 2023 | 41 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 41 | 41 | 0.12% | 0.49% | 0.79% | Q3 2013 | Q3 2023 | 41 |
WOLVERINE ASSET MANAGEMENT LLC | 11 | 3 | 0.00% | 0.05% | 0.28% | Q2 2013 | Q3 2023 | 41 |
DUBUQUE BANK & TRUST CO | 41 | 41 | 0.00% | 0.79% | 1.85% | Q3 2013 | Q3 2023 | 41 |
WINDWARD CAPITAL MANAGEMENT CO /CA | 35 | 6 | 2.56% | 3.01% | 3.79% | Q2 2013 | Q3 2023 | 41 |
NORTH POINT PORTFOLIO MANAGERS CORP/OH | 41 | 41 | 1.89% | 2.75% | 3.64% | Q3 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.12% | 0.21% | 0.30% | Q1 2013 | Q3 2023 | 41 |
OLD NATIONAL BANCORP /IN/ | 41 | 41 | 0.03% | 0.51% | 1.09% | Q3 2013 | Q3 2023 | 41 |
FINANCIAL COUNSELORS INC | 28 | 13 | 0.04% | 0.18% | 0.67% | Q2 2013 | Q3 2023 | 41 |
JNBA Financial Advisors | 21 | 20 | 0.02% | 0.10% | 0.21% | Q2 2013 | Q3 2023 | 41 |
1834 INVESTMENT ADVISORS CO | 37 | 4 | 0.02% | 0.82% | 1.49% | Q2 2013 | Q3 2023 | 41 |
VICTORY CAPITAL MANAGEMENT INC | 41 | 41 | 0.00% | 0.03% | 0.09% | Q3 2013 | Q3 2023 | 41 |
LOGAN CAPITAL MANAGEMENT INC | 40 | 1 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 41 |
SAWGRASS ASSET MANAGEMENT LLC | 34 | 7 | 0.10% | 0.19% | 0.41% | Q2 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.06% | 0.21% | 0.40% | Q2 2013 | Q3 2023 | 41 |
INVESTMENT HOUSE LLC | 41 | 41 | 0.04% | 0.15% | 0.30% | Q3 2013 | Q3 2023 | 41 |
MASTRAPASQUA ASSET MANAGEMENT INC | 36 | 5 | 1.06% | 1.39% | 2.43% | Q2 2013 | Q3 2023 | 41 |
FAS Wealth Partners, Inc. | 40 | 40 | 0.05% | 0.10% | 0.26% | Q4 2013 | Q3 2023 | 40 |
NAPLES GLOBAL ADVISORS, LLC | 40 | 40 | 0.24% | 0.64% | 0.89% | Q4 2013 | Q3 2023 | 40 |
Parsec Financial Management, Inc. | 40 | 40 | 1.89% | 2.45% | 2.91% | Q2 2013 | Q1 2023 | 40 |
Dynamic Advisor Solutions LLC | 40 | 40 | 0.16% | 0.32% | 0.57% | Q4 2013 | Q3 2023 | 40 |
THRIVENT FINANCIAL FOR LUTHERANS | 38 | 2 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 40 |
Compagnie Lombard Odier SCmA | 40 | 40 | 0.01% | 0.21% | 1.11% | Q4 2013 | Q3 2023 | 40 |
Blue Fin Capital, Inc. | 40 | 40 | 0.68% | 0.94% | 1.28% | Q4 2013 | Q3 2023 | 40 |
Wunderlich Capital Managemnt | 40 | 40 | 1.19% | 1.62% | 2.43% | Q4 2013 | Q3 2023 | 40 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 40 | 40 | 0.28% | 0.54% | 0.82% | Q2 2013 | Q1 2023 | 40 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 11 | 0.50% | 0.87% | 1.17% | Q4 2013 | Q4 2023 | 40 |
Perkins Coie Trust Co | 40 | 40 | 1.14% | 1.41% | 1.78% | Q4 2013 | Q3 2023 | 40 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 24 | 5 | 0.01% | 0.33% | 0.76% | Q2 2013 | Q3 2023 | 40 |
KCM INVESTMENT ADVISORS LLC | 40 | 40 | 0.02% | 0.06% | 0.23% | Q4 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.20% | 0.25% | 0.33% | Q4 2013 | Q3 2023 | 40 |
E&G Advisors, LP | 40 | 40 | 0.15% | 0.34% | 0.62% | Q4 2013 | Q3 2023 | 40 |
CAPITAL CITY TRUST CO/FL | 40 | 40 | 0.19% | 1.60% | 2.69% | Q4 2013 | Q3 2023 | 40 |
Andra AP-fonden | 22 | 6 | 0.06% | 0.13% | 0.26% | Q2 2013 | Q3 2023 | 40 |
Kistler-Tiffany Companies, LLC | 35 | 5 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q2 2023 | 40 |
Capital Advisors, Ltd. LLC | 40 | 40 | 0.00% | 0.02% | 0.10% | Q4 2013 | Q3 2023 | 40 |
Blue Edge Capital, LLC | 40 | 40 | 0.44% | 0.64% | 0.79% | Q4 2013 | Q3 2023 | 40 |
Stonebridge Capital Advisors LLC | 40 | 40 | 1.27% | 1.79% | 2.58% | Q4 2013 | Q3 2023 | 40 |
ADIRONDACK TRUST CO | 40 | 40 | 0.01% | 0.27% | 0.59% | Q4 2013 | Q3 2023 | 40 |
MCF Advisors LLC | 15 | 7 | 0.00% | 0.01% | 0.04% | Q4 2011 | Q3 2023 | 40 |
WESBANCO BANK INC | 29 | 11 | 0.02% | 0.31% | 0.74% | Q3 2013 | Q3 2023 | 40 |
Atria Investments, Inc | 30 | 1 | 0.03% | 0.16% | 0.46% | Q2 2013 | Q3 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.21% | 0.26% | 0.34% | Q3 2013 | Q3 2023 | 40 |
Savant Capital, LLC | 40 | 40 | 0.02% | 0.08% | 0.13% | Q4 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.04% | 0.08% | 0.16% | Q4 2013 | Q3 2023 | 40 |
GIRARD PARTNERS LTD. | 40 | 40 | 1.66% | 2.15% | 2.82% | Q4 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.13% | 0.16% | 0.21% | Q4 2013 | Q3 2023 | 40 |
Morningstar Investment Services LLC | 39 | 1 | 0.13% | 0.42% | 0.66% | Q2 2013 | Q3 2023 | 40 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 40 | 40 | 0.00% | 0.07% | 0.16% | Q4 2013 | Q3 2023 | 40 |
North Star Investment Management Corp. | 39 | 39 | 0.00% | 0.04% | 0.16% | Q1 2014 | Q3 2023 | 39 |
Nuveen Asset Management, LLC | 28 | 1 | 0.01% | 0.10% | 0.24% | Q2 2013 | Q3 2023 | 39 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.05% | 0.09% | 0.13% | Q2 2013 | Q4 2022 | 39 |
Copeland Capital Management, LLC | 39 | 39 | 0.04% | 0.28% | 1.05% | Q1 2014 | Q3 2023 | 39 |
Mariner, LLC | 31 | 8 | 0.01% | 0.08% | 0.19% | Q4 2013 | Q3 2023 | 39 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.45% | 0.61% | 1.03% | Q1 2014 | Q3 2023 | 39 |
ALBION FINANCIAL GROUP /UT | 29 | 10 | 0.04% | 0.27% | 0.80% | Q4 2013 | Q3 2023 | 39 |
Essex Financial Services, Inc. | 23 | 1 | 0.05% | 0.11% | 0.23% | Q2 2013 | Q3 2023 | 39 |
Plante Moran Financial Advisors, LLC | 38 | 1 | 0.01% | 0.02% | 0.06% | Q4 2013 | Q3 2023 | 39 |
CULBERTSON A N & CO INC | 39 | 39 | 0.17% | 0.20% | 0.27% | Q1 2014 | Q3 2023 | 39 |
HERITAGE INVESTORS MANAGEMENT CORP | 39 | 39 | 0.10% | 0.80% | 1.17% | Q1 2014 | Q3 2023 | 39 |
Autus Asset Management, LLC | 39 | 39 | 1.34% | 1.67% | 2.16% | Q2 2013 | Q4 2022 | 39 |
BANK OF THE WEST | 39 | 39 | 0.16% | 0.42% | 0.85% | Q2 2013 | Q4 2022 | 39 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.01% | 0.11% | 0.24% | Q1 2014 | Q3 2023 | 39 |
Checchi Capital Advisers, LLC | 39 | 39 | 0.05% | 0.11% | 0.18% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.05% | 0.18% | 0.30% | Q1 2014 | Q3 2023 | 39 |
Renaissance Investment Group LLC | 39 | 39 | 0.06% | 1.34% | 2.67% | Q2 2013 | Q4 2022 | 39 |
Douglass Winthrop Advisors, LLC | 39 | 39 | 0.02% | 0.03% | 0.06% | Q1 2014 | Q3 2023 | 39 |
Perigon Wealth Management, LLC | 20 | 1 | 0.03% | 0.34% | 1.01% | Q3 2011 | Q3 2023 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.18% | 0.23% | 0.30% | Q1 2014 | Q3 2023 | 39 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 39 | 39 | 0.78% | 1.09% | 1.41% | Q1 2014 | Q3 2023 | 39 |
GUARDIAN CAPITAL ADVISORS LP | 27 | 5 | 0.02% | 0.16% | 0.33% | Q2 2013 | Q3 2023 | 39 |
Janney Montgomery Scott LLC | 28 | 11 | 0.04% | 0.18% | 0.30% | Q3 2013 | Q2 2023 | 39 |
COUNTRY TRUST BANK | 39 | 39 | 0.80% | 1.45% | 2.27% | Q2 2014 | Q4 2023 | 39 |
CUTLER INVESTMENT COUNSEL LLC | 39 | 39 | 1.31% | 2.17% | 2.87% | Q1 2014 | Q3 2023 | 39 |
INTACT INVESTMENT MANAGEMENT INC. | 39 | 39 | 0.02% | 0.10% | 0.25% | Q3 2013 | Q1 2023 | 39 |
MERIDIAN MANAGEMENT CO | 38 | 38 | 1.07% | 1.60% | 2.27% | Q2 2014 | Q3 2023 | 38 |
Covington Capital Management | 38 | 38 | 0.62% | 0.90% | 1.14% | Q2 2013 | Q3 2022 | 38 |
Meiji Yasuda Asset Management Co Ltd. | 32 | 1 | 0.05% | 0.14% | 0.38% | Q2 2013 | Q3 2023 | 38 |
NewSquare Capital LLC | 38 | 38 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2023 | 38 |
Miller Investment Management, LP | 38 | 38 | 0.06% | 0.69% | 1.26% | Q2 2013 | Q3 2022 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2022 | 38 |
Richard Bernstein Advisors LLC | 29 | 9 | 0.06% | 0.18% | 0.45% | Q2 2013 | Q1 2023 | 38 |
BURNS J W & CO INC/NY | 38 | 38 | 0.09% | 0.11% | 0.14% | Q2 2014 | Q3 2023 | 38 |
Hudock, Inc. | 38 | 38 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2022 | 38 |
Ashfield Capital Partners, LLC | 38 | 38 | 0.36% | 1.08% | 2.14% | Q2 2013 | Q3 2022 | 38 |
Edge Wealth Management LLC | 38 | 38 | 0.01% | 1.08% | 2.76% | Q2 2014 | Q3 2023 | 38 |
NORTHEAST INVESTMENT MANAGEMENT | 38 | 38 | 0.04% | 1.05% | 2.41% | Q2 2014 | Q3 2023 | 38 |
State of New Jersey Common Pension Fund D | 38 | 38 | 0.15% | 0.22% | 0.41% | Q2 2014 | Q3 2023 | 38 |
HOWE & RUSLING INC | 34 | 4 | 0.00% | 0.41% | 1.32% | Q2 2013 | Q4 2022 | 38 |
Smith, Salley & Associates | 38 | 38 | 0.05% | 0.25% | 1.26% | Q2 2014 | Q3 2023 | 38 |
Fisher Asset Management, LLC | 36 | 1 | 0.00% | 0.15% | 0.86% | Q2 2013 | Q3 2023 | 38 |
Cetera Advisor Networks LLC | 32 | 5 | 0.01% | 0.04% | 0.12% | Q2 2014 | Q3 2023 | 37 |
SIGNATUREFD, LLC | 26 | 3 | 0.00% | 0.03% | 0.07% | Q3 2013 | Q3 2023 | 37 |
Advisory Services Network, LLC | 27 | 10 | 0.05% | 0.18% | 0.49% | Q2 2014 | Q3 2023 | 37 |
State of Tennessee, Treasury Department | 37 | 37 | 0.04% | 0.14% | 0.23% | Q3 2013 | Q3 2022 | 37 |
CenterStar Asset Management, LLC | 6 | 1 | 0.00% | 0.12% | 0.92% | Q1 2018 | Q4 2022 | 37 |
SouthState Corp | 21 | 16 | 0.02% | 0.05% | 0.08% | Q3 2013 | Q3 2023 | 37 |
TWIN CAPITAL MANAGEMENT INC | 37 | 37 | 0.08% | 0.32% | 0.60% | Q2 2013 | Q2 2022 | 37 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 28 | 3 | 0.08% | 0.21% | 2.14% | Q1 2014 | Q3 2023 | 37 |
BTC Capital Management, Inc. | 37 | 37 | 0.91% | 1.19% | 1.91% | Q3 2014 | Q3 2023 | 37 |
BARINGS LLC | 22 | 15 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q4 2022 | 37 |
COMPTON CAPITAL MANAGEMENT INC /RI | 37 | 37 | 0.12% | 0.49% | 0.62% | Q2 2013 | Q2 2022 | 37 |
WEDBUSH SECURITIES INC | 37 | 37 | 0.04% | 0.13% | 0.19% | Q3 2014 | Q3 2023 | 37 |
National Pension Service | 37 | 37 | 0.20% | 0.26% | 0.33% | Q3 2014 | Q3 2023 | 37 |
Gradient Investments LLC | 36 | 1 | 0.00% | 0.19% | 0.50% | Q2 2013 | Q3 2023 | 37 |
UMB Bank, n.a. | 37 | 37 | 0.17% | 0.52% | 0.75% | Q3 2014 | Q3 2023 | 37 |
Eagle Ridge Investment Management | 37 | 37 | 1.04% | 1.66% | 3.16% | Q3 2014 | Q3 2023 | 37 |
BEACON FINANCIAL GROUP | 37 | 37 | 0.04% | 0.20% | 0.80% | Q3 2014 | Q3 2023 | 37 |
Employees Retirement System of Texas | 37 | 37 | 0.04% | 0.18% | 0.43% | Q2 2013 | Q2 2022 | 37 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 37 | 37 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q3 2023 | 37 |
FIDUCIARY TRUST CO | 37 | 37 | 0.01% | 0.06% | 0.10% | Q3 2014 | Q3 2023 | 37 |
IBM Retirement Fund | 36 | 36 | 0.15% | 0.22% | 0.29% | Q2 2013 | Q1 2022 | 36 |
AMF Tjanstepension AB | 36 | 36 | 0.29% | 0.63% | 1.50% | Q4 2014 | Q3 2023 | 36 |
Vigilant Capital Management, LLC | 36 | 36 | 0.00% | 0.03% | 0.18% | Q1 2014 | Q4 2022 | 36 |
Avalon Investment & Advisory | 31 | 5 | 0.03% | 0.34% | 0.57% | Q1 2014 | Q1 2023 | 36 |
Lincoln Capital LLC | 36 | 36 | 0.49% | 2.32% | 4.25% | Q4 2014 | Q3 2023 | 36 |
First Personal Financial Services | 36 | 36 | 0.03% | 0.14% | 0.42% | Q4 2014 | Q3 2023 | 36 |
Oakworth Capital, Inc. | 36 | 36 | 0.00% | 0.04% | 0.07% | Q4 2014 | Q3 2023 | 36 |
Cetera Advisors LLC | 36 | 36 | 0.02% | 0.04% | 0.09% | Q4 2014 | Q3 2023 | 36 |
PineBridge Investments, L.P. | 14 | 3 | 0.00% | 0.11% | 0.47% | Q2 2013 | Q3 2023 | 36 |
Bangor Savings Bank | 30 | 6 | 0.06% | 0.12% | 0.18% | Q3 2014 | Q3 2023 | 36 |
Opus Capital Group, LLC | 36 | 36 | 0.06% | 0.17% | 0.27% | Q1 2014 | Q4 2022 | 36 |
TRUST CO OF VIRGINIA /VA | 36 | 36 | 0.51% | 1.67% | 2.23% | Q4 2014 | Q3 2023 | 36 |
Azimuth Capital Management LLC | 36 | 36 | 0.30% | 0.71% | 1.06% | Q2 2013 | Q1 2022 | 36 |
Pinnacle Wealth Management Advisory Group, LLC | 36 | 36 | 0.54% | 0.76% | 1.17% | Q4 2014 | Q3 2023 | 36 |
SVB WEALTH LLC | 36 | 36 | 0.20% | 0.58% | 1.10% | Q4 2014 | Q3 2023 | 36 |
Choate Investment Advisors | 36 | 36 | 0.02% | 0.04% | 0.07% | Q4 2014 | Q3 2023 | 36 |
Argent Trust Co | 36 | 36 | 0.38% | 0.63% | 1.03% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.01% | 0.05% | 0.14% | Q4 2014 | Q3 2023 | 36 |
Candriam S.C.A. | 36 | 36 | 0.02% | 0.06% | 0.11% | Q4 2014 | Q3 2023 | 36 |
PARK NATIONAL CORP /OH/ | 33 | 3 | 0.01% | 0.54% | 1.19% | Q4 2014 | Q4 2023 | 36 |
ING GROEP NV | 10 | 2 | 0.00% | 0.08% | 0.22% | Q1 2013 | Q2 2023 | 36 |
Barrett Asset Management, LLC | 36 | 36 | 1.81% | 2.05% | 2.46% | Q2 2013 | Q1 2022 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.09% | 0.15% | 0.27% | Q2 2013 | Q1 2022 | 36 |
COLONY GROUP LLC | 27 | 9 | 0.00% | 0.05% | 0.16% | Q4 2013 | Q3 2023 | 36 |
TRUST CO OF OKLAHOMA | 23 | 13 | 0.22% | 0.60% | 0.83% | Q3 2014 | Q3 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.04% | 0.05% | 0.08% | Q4 2014 | Q3 2023 | 36 |
MV CAPITAL MANAGEMENT, INC. | 36 | 36 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
FIRST CITIZENS BANK & TRUST CO | 30 | 2 | 0.02% | 0.09% | 0.80% | Q2 2013 | Q3 2023 | 36 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 23 | 13 | 0.00% | 0.08% | 0.24% | Q2 2013 | Q3 2022 | 36 |
Glassman Wealth Services | 36 | 36 | 0.01% | 0.05% | 0.12% | Q4 2014 | Q3 2023 | 36 |
American Money Management, LLC | 36 | 36 | 1.18% | 1.79% | 2.54% | Q4 2014 | Q3 2023 | 36 |
Bartlett & Co. LLC | 20 | 16 | 0.00% | 0.60% | 1.73% | Q4 2014 | Q4 2023 | 36 |
GRIMES & COMPANY, INC. | 23 | 13 | 0.02% | 0.57% | 1.95% | Q2 2013 | Q3 2023 | 36 |
AllSquare Wealth Management LLC | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
COHEN LAWRENCE B | 23 | 12 | 0.12% | 0.58% | 1.54% | Q2 2013 | Q3 2023 | 35 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 20 | 15 | 0.04% | 0.12% | 0.20% | Q2 2013 | Q3 2023 | 35 |
Trust Co | 35 | 35 | 0.04% | 0.67% | 2.37% | Q1 2015 | Q3 2023 | 35 |
OAK RIDGE INVESTMENTS LLC | 35 | 35 | 0.01% | 0.04% | 0.09% | Q3 2013 | Q1 2022 | 35 |
Gemmer Asset Management LLC | 29 | 6 | 0.00% | 0.02% | 0.08% | Q1 2014 | Q1 2023 | 35 |
Trellus Management Company, LLC | 35 | 35 | 0.52% | 1.14% | 1.97% | Q2 2013 | Q4 2021 | 35 |
Ancora Advisors LLC | 35 | 35 | 0.02% | 0.35% | 0.62% | Q1 2015 | Q3 2023 | 35 |
FUKOKU MUTUAL LIFE INSURANCE Co | 24 | 11 | 0.03% | 0.59% | 1.27% | Q2 2013 | Q3 2023 | 35 |
Alley Co LLC | 35 | 35 | 1.92% | 2.40% | 3.26% | Q2 2013 | Q4 2021 | 35 |
ADVISOR PARTNERS LLC | 35 | 35 | 0.12% | 0.21% | 0.28% | Q4 2013 | Q2 2022 | 35 |
Financial Architects, Inc | 30 | 1 | 0.00% | 0.05% | 0.37% | Q3 2013 | Q2 2023 | 35 |
DOWLING & YAHNKE LLC | 35 | 35 | 0.04% | 0.21% | 0.34% | Q1 2014 | Q3 2022 | 35 |
CLEAR STREET MARKETS LLC | 15 | 1 | 0.00% | 0.10% | 0.54% | Q2 2013 | Q2 2023 | 35 |
ROPES WEALTH ADVISORS LLC | 35 | 35 | 0.04% | 0.09% | 0.18% | Q1 2015 | Q3 2023 | 35 |
EP Wealth Advisors, LLC | 28 | 7 | 0.01% | 1.26% | 2.10% | Q4 2014 | Q3 2023 | 35 |
Avior Wealth Management, LLC | 35 | 35 | 0.02% | 0.35% | 0.63% | Q1 2015 | Q3 2023 | 35 |
CIM INVESTMENT MANAGEMENT INC | 22 | 13 | 0.12% | 0.35% | 0.55% | Q1 2014 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.03% | 0.11% | 0.33% | Q1 2015 | Q3 2023 | 35 |
Rehmann Capital Advisory Group | 16 | 4 | 0.03% | 0.13% | 0.19% | Q3 2014 | Q3 2023 | 35 |
CITIZENS & NORTHERN CORP | 23 | 11 | 0.16% | 0.63% | 1.87% | Q2 2013 | Q3 2023 | 34 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 6 | 4 | 0.00% | 0.20% | 1.32% | Q4 2014 | Q4 2019 | 34 |
World Asset Management Inc | 34 | 34 | 0.15% | 0.18% | 0.27% | Q2 2013 | Q3 2021 | 34 |
BANK OF HAWAII | 33 | 1 | 0.03% | 0.09% | 0.15% | Q2 2013 | Q3 2023 | 34 |
Citizens Business Bank | 33 | 1 | 0.06% | 0.21% | 0.29% | Q4 2013 | Q4 2022 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.08% | 0.12% | 0.20% | Q2 2013 | Q3 2021 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.00% | 0.04% | 0.13% | Q4 2013 | Q1 2022 | 34 |
HANCOCK WHITNEY CORP | 21 | 4 | 0.01% | 0.08% | 0.62% | Q2 2013 | Q3 2023 | 34 |
Archford Capital Strategies, LLC | 22 | 12 | 0.14% | 0.41% | 0.67% | Q1 2015 | Q3 2023 | 34 |
SECURITY NATIONAL TRUST CO | 34 | 34 | 0.17% | 0.71% | 1.10% | Q2 2013 | Q3 2021 | 34 |
TWO SIGMA ADVISERS, LP | 14 | 1 | 0.00% | 0.06% | 0.37% | Q2 2013 | Q1 2023 | 34 |
CITY HOLDING CO | 29 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2023 | 34 |
Covington Investment Advisors Inc. | 34 | 34 | 1.19% | 1.77% | 2.27% | Q2 2015 | Q3 2023 | 34 |
Tower Research Capital LLC (TRC) | 15 | 1 | 0.00% | 0.07% | 0.18% | Q3 2013 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.09% | 0.27% | 0.43% | Q2 2015 | Q3 2023 | 34 |
HM PAYSON & CO | 18 | 4 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q3 2023 | 34 |
WEATHERLY ASSET MANAGEMENT L. P. | 32 | 1 | 0.03% | 0.22% | 0.45% | Q2 2014 | Q3 2023 | 34 |
Gotham Asset Management, LLC | 26 | 8 | 0.01% | 0.22% | 0.43% | Q1 2015 | Q3 2023 | 34 |
SECURITY ASSET MANAGEMENT | 34 | 34 | 2.14% | 2.67% | 3.30% | Q4 2014 | Q1 2023 | 34 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 20 | 14 | 0.04% | 0.08% | 0.13% | Q4 2013 | Q3 2023 | 34 |
DAVENPORT & Co LLC | 34 | 34 | 0.00% | 0.02% | 0.08% | Q2 2015 | Q3 2023 | 34 |
TDAM USA INC. | 34 | 34 | 0.01% | 0.99% | 1.31% | Q3 2013 | Q4 2021 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.04% | 0.10% | 0.18% | Q2 2015 | Q3 2023 | 34 |
Fiduciary Group LLC | 34 | 34 | 0.25% | 0.36% | 0.62% | Q2 2015 | Q3 2023 | 34 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 34 | 34 | 0.04% | 0.12% | 0.34% | Q2 2015 | Q3 2023 | 34 |
Raymond James Financial Services Advisors, Inc. | 33 | 33 | 0.05% | 0.09% | 0.15% | Q3 2015 | Q3 2023 | 33 |
BRADLEY FOSTER & SARGENT INC/CT | 17 | 3 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 33 |
LOOMIS SAYLES & CO L P | 17 | 16 | 0.00% | 0.08% | 0.34% | Q2 2013 | Q3 2023 | 33 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.04% | 0.27% | 0.38% | Q2 2013 | Q3 2023 | 33 |
Edgemoor Investment Advisors, Inc. | 33 | 33 | 0.29% | 1.32% | 1.86% | Q3 2015 | Q3 2023 | 33 |
ACADIAN ASSET MANAGEMENT LLC | 19 | 5 | 0.00% | 0.01% | 0.06% | Q4 2014 | Q3 2023 | 33 |
ARGUS INVESTORS' COUNSEL, INC. | 33 | 33 | 1.70% | 2.08% | 2.53% | Q3 2015 | Q3 2023 | 33 |
PINNACLE FINANCIAL PARTNERS INC | 33 | 33 | 0.04% | 0.21% | 0.54% | Q3 2015 | Q3 2023 | 33 |
QS Investors, LLC | 33 | 33 | 0.01% | 0.03% | 0.21% | Q2 2013 | Q2 2021 | 33 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 18 | 15 | 0.01% | 0.11% | 0.37% | Q1 2015 | Q3 2023 | 33 |
TCTC Holdings, LLC | 33 | 33 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.03% | 0.14% | Q4 2015 | Q4 2023 | 33 |
PATHSTONE FAMILY OFFICE, LLC | 27 | 1 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 33 |
Cambridge Advisors Inc. | 33 | 33 | 0.07% | 0.17% | 0.24% | Q3 2015 | Q3 2023 | 33 |
Endurance Wealth Management, Inc. | 33 | 33 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q2 2023 | 33 |
McKinley Carter Wealth Services, Inc. | 32 | 1 | 0.02% | 0.14% | 0.45% | Q2 2015 | Q3 2023 | 33 |
MACKENZIE FINANCIAL CORP | 24 | 9 | 0.00% | 0.04% | 0.14% | Q2 2014 | Q3 2023 | 33 |
Somerset Trust Co | 33 | 33 | 0.61% | 1.05% | 1.56% | Q4 2015 | Q4 2023 | 33 |
RBF Capital, LLC | 33 | 33 | 0.19% | 0.36% | 0.78% | Q3 2015 | Q3 2023 | 33 |
Tributary Capital Management, LLC | 30 | 3 | 0.03% | 0.08% | 0.42% | Q2 2013 | Q3 2022 | 33 |
Carroll Financial Associates, Inc. | 33 | 33 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2021 | 33 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 33 | 33 | 0.09% | 0.17% | 0.34% | Q2 2013 | Q2 2021 | 33 |
Balentine LLC | 21 | 12 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q3 2023 | 33 |
Kovack Advisors, Inc. | 28 | 28 | 0.00% | 0.10% | 0.20% | Q4 2016 | Q3 2023 | 33 |
SCOTIA CAPITAL INC. | 29 | 4 | 0.02% | 0.22% | 0.43% | Q1 2015 | Q3 2023 | 33 |
GAMCO INVESTORS, INC. ET AL | 18 | 2 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 33 |
EASTERN BANK | 33 | 33 | 0.21% | 1.08% | 1.56% | Q3 2015 | Q3 2023 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.08% | 0.12% | 0.16% | Q2 2013 | Q2 2021 | 33 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 33 | 33 | 0.87% | 1.16% | 1.93% | Q3 2015 | Q3 2023 | 33 |
KANAWHA CAPITAL MANAGEMENT LLC | 33 | 33 | 0.08% | 0.15% | 0.26% | Q3 2015 | Q3 2023 | 33 |
Prospera Financial Services Inc | 33 | 33 | 0.01% | 0.21% | 0.64% | Q3 2015 | Q3 2023 | 33 |
CAPITAL INTERNATIONAL LTD /CA/ | 24 | 9 | 0.24% | 0.73% | 1.33% | Q2 2013 | Q3 2023 | 33 |
Glenview Trust Co | 28 | 1 | 0.24% | 0.53% | 1.85% | Q4 2011 | Q3 2023 | 33 |
Stratos Wealth Partners, LTD. | 30 | 1 | 0.02% | 0.03% | 0.05% | Q4 2014 | Q3 2023 | 33 |
USCA RIA LLC | 33 | 33 | 0.05% | 0.12% | 0.42% | Q2 2013 | Q2 2021 | 33 |
BADGLEY PHELPS & BELL INC | 33 | 33 | 0.02% | 0.46% | 1.04% | Q2 2013 | Q2 2021 | 33 |
COLDSTREAM CAPITAL MANAGEMENT INC | 10 | 4 | 0.02% | 0.20% | 0.69% | Q2 2013 | Q3 2023 | 32 |
CAPE ANN SAVINGS BANK | 12 | 1 | 0.65% | 1.17% | 1.59% | Q3 2014 | Q3 2023 | 32 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 32 | 32 | 0.15% | 0.20% | 0.24% | Q4 2015 | Q3 2023 | 32 |
DEARBORN PARTNERS LLC | 22 | 1 | 0.02% | 0.22% | 1.58% | Q2 2013 | Q3 2023 | 32 |
Ashburton (Jersey) Ltd | 32 | 32 | 0.03% | 2.78% | 10.68% | Q4 2015 | Q3 2023 | 32 |
Community Bank & Trust, Waco, Texas | 32 | 32 | 0.06% | 0.49% | 1.14% | Q4 2015 | Q3 2023 | 32 |
CWM, LLC | 22 | 2 | 0.00% | 0.03% | 0.46% | Q3 2013 | Q3 2023 | 32 |
DnB Asset Management AS | 32 | 32 | 0.08% | 0.34% | 1.27% | Q1 2016 | Q4 2023 | 32 |
ONTARIO TEACHERS PENSION PLAN BOARD | 20 | 1 | 0.00% | 0.08% | 0.37% | Q2 2013 | Q3 2023 | 32 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 32 | 32 | 0.78% | 0.94% | 1.12% | Q2 2013 | Q1 2021 | 32 |
Voya Financial Advisors, Inc. | 32 | 32 | 0.03% | 0.10% | 0.19% | Q4 2015 | Q3 2023 | 32 |
Skandinaviska Enskilda Banken AB (publ) | 32 | 32 | 0.07% | 0.16% | 0.46% | Q4 2015 | Q3 2023 | 32 |
Manchester Capital Management LLC | 25 | 7 | 0.01% | 0.12% | 0.26% | Q2 2013 | Q3 2023 | 32 |
BAINCO INTERNATIONAL INVESTORS | 32 | 32 | 0.61% | 0.82% | 1.04% | Q1 2013 | Q4 2020 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.05% | 0.11% | 0.18% | Q1 2016 | Q4 2023 | 32 |
ST GERMAIN D J CO INC | 29 | 3 | 0.06% | 0.75% | 1.58% | Q4 2015 | Q4 2023 | 32 |
Capital Impact Advisors, LLC | 32 | 32 | 0.15% | 0.78% | 2.54% | Q1 2015 | Q4 2022 | 32 |
BBVA USA Bancshares, Inc. | 32 | 32 | 0.03% | 0.16% | 0.24% | Q2 2013 | Q1 2021 | 32 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 32 | 32 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
FRG Family Wealth Advisors LLC | 32 | 32 | 0.57% | 0.82% | 1.11% | Q4 2015 | Q3 2023 | 32 |
Bray Capital Advisors | 23 | 9 | 0.04% | 0.18% | 0.96% | Q4 2014 | Q3 2023 | 32 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 32 | 32 | 0.00% | 0.19% | 0.28% | Q3 2015 | Q2 2023 | 32 |
Community Bank, N.A. | 32 | 32 | 0.00% | 0.05% | 0.17% | Q4 2015 | Q3 2023 | 32 |
People's United Financial, Inc. | 32 | 32 | 0.08% | 0.32% | 0.75% | Q2 2014 | Q1 2022 | 32 |
BALDWIN BROTHERS LLC/MA | 32 | 32 | 0.00% | 0.04% | 0.14% | Q1 2016 | Q4 2023 | 32 |
OPTIMUM INVESTMENT ADVISORS | 19 | 1 | 0.00% | 0.09% | 0.16% | Q3 2013 | Q4 2022 | 32 |
FIRST MIDWEST BANK TRUST DIVISION | 32 | 32 | 0.06% | 0.11% | 0.18% | Q1 2014 | Q4 2021 | 32 |
Capital Investment Advisors, LLC | 31 | 31 | 0.03% | 0.14% | 0.43% | Q2 2016 | Q4 2023 | 31 |
Cottage Street Advisors LLC | 28 | 3 | 0.74% | 1.06% | 1.50% | Q4 2015 | Q3 2023 | 31 |
Mirador Capital Partners LP | 31 | 31 | 0.72% | 0.95% | 1.32% | Q1 2016 | Q3 2023 | 31 |
Bristlecone Advisors, LLC | 29 | 2 | 0.30% | 0.63% | 1.00% | Q4 2015 | Q3 2023 | 31 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 18 | 3 | 0.32% | 0.97% | 5.06% | Q4 2014 | Q3 2023 | 31 |
Pacer Advisors, Inc. | 14 | 1 | 0.00% | 0.11% | 0.31% | Q4 2013 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.02% | 0.04% | 0.18% | Q4 2015 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.08% | 0.12% | 0.16% | Q1 2016 | Q3 2023 | 31 |
Caprock Group, LLC | 31 | 31 | 0.06% | 0.10% | 0.16% | Q1 2016 | Q3 2023 | 31 |
Point72 Hong Kong Ltd | 8 | 1 | 0.00% | 0.14% | 0.57% | Q4 2014 | Q3 2022 | 31 |
WELCH & FORBES LLC | 31 | 31 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q3 2023 | 31 |
WADE G W & INC | 14 | 2 | 0.02% | 0.44% | 1.41% | Q2 2013 | Q3 2023 | 31 |
GODSEY & GIBB, INC | 27 | 4 | 1.91% | 2.40% | 3.26% | Q3 2014 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.14% | 0.19% | 0.26% | Q2 2013 | Q4 2020 | 31 |
TELEMUS CAPITAL, LLC | 31 | 31 | 0.23% | 0.60% | 0.83% | Q1 2016 | Q3 2023 | 31 |
Rathbones Group PLC | 29 | 2 | 0.01% | 0.03% | 0.09% | Q3 2015 | Q3 2023 | 31 |
ACG Wealth | 29 | 1 | 0.01% | 0.56% | 1.01% | Q2 2013 | Q2 2022 | 31 |
Kemper Corp Master Retirement Trust | 31 | 31 | 0.65% | 1.24% | 2.56% | Q2 2013 | Q4 2020 | 31 |
Aperio Group, LLC | 31 | 31 | 0.12% | 0.17% | 0.24% | Q2 2013 | Q4 2020 | 31 |
Ballentine Partners, LLC | 31 | 31 | 0.02% | 0.04% | 0.07% | Q1 2016 | Q3 2023 | 31 |
HBK Sorce Advisory LLC | 31 | 31 | 0.04% | 0.15% | 0.21% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q3 2023 | 31 |
LaFleur & Godfrey LLC | 21 | 10 | 0.11% | 0.48% | 1.55% | Q4 2013 | Q3 2023 | 31 |
Kiwi Wealth Investments Limited Partnership | 14 | 1 | 0.10% | 1.24% | 3.22% | Q2 2013 | Q2 2023 | 31 |
D'Orazio & Associates, Inc. | 31 | 31 | 0.03% | 0.05% | 0.10% | Q1 2016 | Q3 2023 | 31 |
Perpetual Ltd | 14 | 2 | 0.02% | 0.19% | 0.81% | Q1 2013 | Q3 2023 | 31 |
Verition Fund Management LLC | 8 | 1 | 0.00% | 0.04% | 0.18% | Q4 2013 | Q3 2023 | 31 |
Modera Wealth Management, LLC | 31 | 31 | 0.01% | 0.12% | 0.82% | Q1 2016 | Q3 2023 | 31 |
Triangle Securities Wealth Management | 31 | 31 | 0.08% | 0.16% | 0.27% | Q3 2015 | Q1 2023 | 31 |
Mawer Investment Management Ltd. | 31 | 31 | 0.78% | 1.64% | 3.15% | Q2 2013 | Q4 2020 | 31 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 31 | 31 | 0.41% | 0.52% | 0.75% | Q1 2016 | Q3 2023 | 31 |
Sarasin & Partners LLP | 31 | 31 | 0.50% | 1.66% | 3.07% | Q1 2016 | Q3 2023 | 31 |
Wellington Shields Capital Management, LLC | 28 | 2 | 0.04% | 0.39% | 1.28% | Q1 2015 | Q3 2023 | 30 |
KINGS POINT CAPITAL MANAGEMENT | 26 | 4 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q1 2022 | 30 |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 18 | 6 | 0.05% | 0.49% | 1.95% | Q2 2013 | Q3 2023 | 30 |
TCI Wealth Advisors, Inc. | 30 | 30 | 0.02% | 0.03% | 0.06% | Q4 2015 | Q1 2023 | 30 |
ETRADE Capital Management LLC | 30 | 30 | 0.03% | 0.10% | 0.19% | Q2 2013 | Q3 2020 | 30 |
TRUST CO OF TOLEDO NA /OH/ | 20 | 4 | 0.05% | 0.16% | 0.44% | Q2 2013 | Q4 2023 | 30 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 10 | 1 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2023 | 30 |
B. Riley Wealth Advisors, Inc. | 28 | 1 | 0.00% | 0.08% | 0.15% | Q2 2014 | Q3 2023 | 30 |
Jacobi Capital Management LLC | 30 | 30 | 0.02% | 0.04% | 0.06% | Q2 2016 | Q3 2023 | 30 |
CITIZENS FINANCIAL GROUP INC/RI | 12 | 6 | 0.00% | 0.06% | 0.56% | Q4 2015 | Q3 2023 | 30 |
BAILARD, INC. | 30 | 30 | 0.30% | 0.45% | 0.62% | Q2 2016 | Q3 2023 | 30 |
ALPHA WINDWARD LLC | 30 | 30 | 0.12% | 0.14% | 0.18% | Q2 2013 | Q3 2020 | 30 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 25 | 5 | 0.05% | 1.51% | 2.38% | Q1 2016 | Q3 2023 | 30 |
RATIONAL ADVISORS LLC | 8 | 2 | 0.00% | 0.12% | 0.66% | Q2 2009 | Q3 2023 | 30 |
FIRST MERCHANTS CORP | 30 | 30 | 0.06% | 0.40% | 0.64% | Q2 2016 | Q3 2023 | 30 |
CENTRAL BANK & TRUST CO | 18 | 1 | 0.00% | 0.07% | 0.28% | Q2 2015 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.01% | 0.09% | 0.14% | Q2 2013 | Q3 2020 | 30 |
BOSTON FINANCIAL MANGEMENT LLC | 30 | 30 | 0.59% | 0.77% | 1.18% | Q2 2016 | Q3 2023 | 30 |
Pinkerton Retirement Specialists, LLC | 30 | 30 | 0.07% | 0.83% | 1.54% | Q4 2014 | Q1 2022 | 30 |
Blue Chip Partners, LLC | 17 | 1 | 0.02% | 1.24% | 2.36% | Q4 2014 | Q3 2023 | 30 |
Mn Services Vermogensbeheer B.V. | 15 | 4 | 0.21% | 0.42% | 0.68% | Q1 2016 | Q3 2023 | 29 |
Smithfield Trust Co | 25 | 4 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 29 |
Freedom Investment Management, Inc. | 29 | 29 | 0.01% | 0.10% | 0.27% | Q3 2016 | Q3 2023 | 29 |
Transamerica Financial Advisors, Inc. | 14 | 1 | 0.00% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 29 |
Snowden Capital Advisors LLC | 21 | 8 | 0.03% | 0.22% | 0.31% | Q2 2016 | Q3 2023 | 29 |
CPWM, LLC | 29 | 29 | 0.03% | 0.07% | 0.15% | Q3 2015 | Q3 2022 | 29 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 28 | 1 | 0.01% | 0.10% | 0.56% | Q2 2013 | Q3 2023 | 29 |
LORD, ABBETT & CO. LLC | 15 | 1 | 0.01% | 0.21% | 0.63% | Q2 2013 | Q3 2023 | 29 |
WINTRUST INVESTMENTS LLC | 21 | 8 | 0.07% | 0.31% | 0.84% | Q2 2016 | Q3 2023 | 29 |
Capital International, Inc./CA/ | 21 | 8 | 0.08% | 0.20% | 0.57% | Q2 2013 | Q3 2023 | 29 |
Tredje AP-fonden | 20 | 9 | 0.06% | 0.18% | 0.33% | Q2 2015 | Q3 2023 | 29 |
Baystate Wealth Management LLC | 28 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 29 |
BALYASNY ASSET MANAGEMENT L.P. | 17 | 1 | 0.01% | 0.19% | 0.56% | Q3 2013 | Q3 2023 | 29 |
QUEST INVESTMENT MANAGEMENT LLC | 29 | 29 | 0.04% | 1.04% | 2.08% | Q2 2013 | Q2 2020 | 29 |
Proficio Capital Partners LLC | 15 | 14 | 0.00% | 0.04% | 0.07% | Q4 2015 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.01% | 0.04% | 0.08% | Q4 2013 | Q4 2020 | 29 |
Hanson & Doremus Investment Management | 29 | 29 | 0.01% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 29 |
Brandywine Global Investment Management, LLC | 18 | 11 | 0.00% | 0.39% | 0.93% | Q2 2013 | Q1 2021 | 29 |
INDEPENDENT INVESTORS INC | 13 | 2 | 0.05% | 0.11% | 0.20% | Q3 2013 | Q1 2023 | 29 |
Osborn Williams & Donohoe LLC | 28 | 28 | 1.29% | 1.56% | 2.17% | Q2 2013 | Q1 2020 | 28 |
Pekin Hardy Strauss, Inc. | 26 | 1 | 0.02% | 0.13% | 0.29% | Q2 2014 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.05% | 0.10% | 0.22% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.05% | 0.10% | 0.28% | Q4 2016 | Q3 2023 | 28 |
Fiduciary Trust Co International of Pennsylvania | 28 | 28 | 0.28% | 0.61% | 0.87% | Q2 2013 | Q1 2020 | 28 |
NBT BANK N A /NY | 16 | 1 | 0.03% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.12% | 0.32% | 0.76% | Q4 2016 | Q3 2023 | 28 |
Radnor Capital Management, LLC | 28 | 28 | 0.12% | 0.21% | 0.51% | Q4 2016 | Q3 2023 | 28 |
Lombard Odier Asset Management (Switzerland) SA | 9 | 1 | 0.02% | 0.71% | 3.94% | Q2 2014 | Q1 2023 | 28 |
M&R CAPITAL MANAGEMENT INC | 23 | 5 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2023 | 28 |
Covenant Asset Management, LLC | 28 | 28 | 0.20% | 0.45% | 0.71% | Q4 2016 | Q3 2023 | 28 |
Patriot Financial Group Insurance Agency, LLC | 28 | 28 | 0.01% | 0.05% | 0.14% | Q4 2016 | Q3 2023 | 28 |
CMH Wealth Management LLC | 28 | 28 | 1.06% | 1.60% | 1.84% | Q4 2016 | Q3 2023 | 28 |
Farmers & Merchants Trust Co of Chambersburg PA | 28 | 28 | 0.66% | 0.76% | 0.97% | Q4 2016 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.08% | 0.21% | 0.31% | Q4 2016 | Q3 2023 | 28 |
CIBC WORLD MARKETS CORP | 28 | 28 | 0.03% | 0.16% | 0.43% | Q4 2016 | Q3 2023 | 28 |
LCNB CORP | 28 | 28 | 0.13% | 0.32% | 0.64% | Q4 2016 | Q3 2023 | 28 |
Clark Capital Management Group, Inc. | 15 | 1 | 0.02% | 0.38% | 1.19% | Q2 2013 | Q3 2023 | 28 |
Marietta Wealth Management, LLC | 28 | 28 | 0.37% | 0.79% | 1.43% | Q4 2016 | Q3 2023 | 28 |
NATIXIS | 11 | 1 | 0.00% | 0.12% | 0.50% | Q1 2015 | Q1 2023 | 28 |
Banco Santander, S.A. | 28 | 28 | 0.04% | 0.11% | 0.27% | Q4 2016 | Q3 2023 | 28 |
NEXT Financial Group, Inc | 14 | 14 | 0.00% | 0.05% | 0.14% | Q2 2014 | Q4 2021 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.26% | 0.40% | Q1 2016 | Q4 2022 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.03% | 0.44% | 0.70% | Q4 2016 | Q3 2023 | 28 |
DAVIS R M INC | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
MARSHALL WACE, LLP | 15 | 1 | 0.00% | 0.12% | 0.53% | Q1 2014 | Q3 2023 | 28 |
National Mutual Insurance Federation of Agricultural Cooperatives | 28 | 28 | 0.04% | 0.09% | 0.26% | Q4 2016 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.12% | 0.20% | 0.28% | Q4 2016 | Q3 2023 | 28 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 25 | 3 | 0.02% | 0.03% | 0.05% | Q3 2016 | Q3 2023 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.21% | 0.27% | 0.36% | Q4 2016 | Q3 2023 | 28 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 28 | 28 | 1.66% | 2.29% | 3.14% | Q4 2016 | Q3 2023 | 28 |
LYELL WEALTH MANAGEMENT, LP | 28 | 28 | 0.07% | 0.87% | 2.08% | Q4 2016 | Q3 2023 | 28 |
Harbor Advisors LLC | 28 | 28 | 0.52% | 0.65% | 0.90% | Q4 2016 | Q3 2023 | 28 |
VALLEY WEALTH MANAGERS, INC. | 23 | 5 | 0.00% | 1.81% | 2.50% | Q2 2013 | Q3 2023 | 28 |
SEGALL BRYANT & HAMILL, LLC | 28 | 28 | 0.01% | 0.14% | 0.27% | Q4 2016 | Q3 2023 | 28 |
LAZARD ASSET MANAGEMENT LLC | 27 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 28 |
CADENCE CAPITAL MANAGEMENT LLC | 27 | 1 | 0.16% | 0.38% | 0.60% | Q3 2013 | Q3 2020 | 28 |
Sterling Investment Advisors, Ltd. | 28 | 28 | 0.81% | 1.02% | 1.23% | Q4 2016 | Q3 2023 | 28 |
VIKING FUND MANAGEMENT LLC | 28 | 28 | 0.20% | 1.10% | 2.08% | Q4 2016 | Q3 2023 | 28 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 24 | 1 | 1.36% | 1.99% | 3.05% | Q3 2014 | Q3 2023 | 28 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 28 | 28 | 0.11% | 0.18% | 0.46% | Q4 2016 | Q3 2023 | 28 |
Waldron Private Wealth LLC | 28 | 28 | 0.03% | 0.06% | 0.11% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.10% | 0.18% | 0.39% | Q4 2016 | Q3 2023 | 28 |
VAN ECK ASSOCIATES CORP | 23 | 2 | 0.00% | 0.23% | 0.48% | Q1 2014 | Q3 2023 | 27 |
NewEdge Advisors, LLC | 20 | 1 | 0.03% | 0.17% | 0.71% | Q3 2016 | Q3 2023 | 27 |
Clearstead Advisors, LLC | 27 | 27 | 0.04% | 0.10% | 0.15% | Q1 2017 | Q3 2023 | 27 |
Heritage Trust Co | 27 | 27 | 0.02% | 0.24% | 0.54% | Q1 2017 | Q3 2023 | 27 |
Penserra Capital Management LLC | 9 | 5 | 0.00% | 0.02% | 0.14% | Q4 2015 | Q3 2023 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2019 | 27 |
CIBC BANK USA | 27 | 27 | 0.05% | 0.11% | 0.31% | Q2 2013 | Q4 2019 | 27 |
Stuart Chaussee & Associates, Inc. | 27 | 27 | 0.00% | 0.02% | 0.08% | Q1 2017 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.06% | 0.10% | 0.14% | Q4 2016 | Q3 2023 | 27 |
CLEARARC CAPITAL INC | 27 | 27 | 0.16% | 0.24% | 0.32% | Q2 2013 | Q4 2019 | 27 |
Lombard Odier Asset Management (Europe) Ltd | 16 | 1 | 0.01% | 0.12% | 0.29% | Q4 2014 | Q1 2021 | 27 |
PEOPLES FINANCIAL SERVICES CORP. | 27 | 27 | 0.07% | 0.23% | 0.52% | Q1 2017 | Q3 2023 | 27 |
HOLDERNESS INVESTMENTS CO | 27 | 27 | 0.13% | 0.16% | 0.19% | Q1 2017 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.04% | 0.16% | 0.27% | Q1 2017 | Q3 2023 | 27 |
IMS Capital Management | 27 | 27 | 0.66% | 0.90% | 1.29% | Q1 2017 | Q3 2023 | 27 |
BP PLC | 21 | 6 | 0.13% | 0.21% | 0.28% | Q1 2014 | Q2 2021 | 27 |
Wharton Business Group, LLC | 14 | 1 | 0.02% | 0.05% | 0.22% | Q2 2013 | Q3 2023 | 27 |
State of Alaska, Department of Revenue | 27 | 27 | 0.01% | 0.16% | 0.26% | Q1 2017 | Q3 2023 | 27 |
Bridgecreek Investment Management, LLC | 27 | 27 | 1.52% | 1.88% | 2.28% | Q2 2013 | Q4 2019 | 27 |
FIL Ltd | 26 | 1 | 0.02% | 0.40% | 0.62% | Q1 2014 | Q3 2023 | 27 |
KING LUTHER CAPITAL MANAGEMENT CORP | 24 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 27 |
BANQUE PICTET & CIE SA | 16 | 11 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 27 |
1832 Asset Management L.P. | 15 | 1 | 0.00% | 0.02% | 0.21% | Q2 2013 | Q3 2023 | 27 |
IHT Wealth Management, LLC | 14 | 13 | 0.00% | 0.06% | 0.18% | Q4 2016 | Q3 2023 | 27 |
Achmea Investment Management B.V. | 27 | 27 | 0.05% | 0.29% | 0.77% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q4 2019 | 27 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 17 | 10 | 0.00% | 0.02% | 0.11% | Q4 2016 | Q3 2023 | 27 |
TOWER BRIDGE ADVISORS | 14 | 1 | 0.02% | 0.05% | 0.10% | Q2 2016 | Q3 2023 | 27 |
Intercontinental Wealth Advisors, LLC | 19 | 2 | 0.00% | 0.10% | 0.18% | Q4 2015 | Q2 2023 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.02% | 0.15% | 0.24% | Q1 2017 | Q3 2023 | 27 |
Sand Hill Global Advisors, LLC | 27 | 27 | 0.34% | 0.40% | 0.50% | Q1 2017 | Q3 2023 | 27 |
SRB CORP | 15 | 2 | 0.00% | 0.03% | 0.07% | Q3 2014 | Q2 2022 | 27 |
RWA WEALTH PARTNERS, LLC | 27 | 27 | 0.17% | 0.43% | 0.78% | Q1 2017 | Q3 2023 | 27 |
Lido Advisors, LLC | 27 | 27 | 0.03% | 0.07% | 0.13% | Q1 2017 | Q3 2023 | 27 |
MISSION WEALTH MANAGEMENT, LP | 26 | 26 | 0.03% | 0.05% | 0.07% | Q2 2017 | Q3 2023 | 26 |
Laffer Tengler Investments, Inc. | 11 | 2 | 0.00% | 0.80% | 2.15% | Q2 2013 | Q3 2023 | 26 |
Private Wealth Partners, LLC | 14 | 3 | 0.04% | 0.38% | 0.88% | Q2 2013 | Q3 2023 | 26 |
Abbrea Capital, LLC | 26 | 26 | 0.09% | 0.14% | 0.21% | Q2 2017 | Q3 2023 | 26 |
AE Wealth Management LLC | 25 | 25 | 0.00% | 0.04% | 0.13% | Q3 2017 | Q3 2023 | 26 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 26 |
Blume Capital Management, Inc. | 25 | 1 | 0.01% | 0.06% | 0.08% | Q4 2014 | Q3 2023 | 26 |
LeJeune Puetz Investment Counsel LLC | 26 | 26 | 0.58% | 0.69% | 0.90% | Q4 2016 | Q1 2023 | 26 |
Municipal Employees' Retirement System of Michigan | 20 | 6 | 0.03% | 0.10% | 0.17% | Q3 2013 | Q1 2020 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.02% | 0.15% | 0.47% | Q2 2013 | Q3 2019 | 26 |
MYCIO WEALTH PARTNERS, LLC | 14 | 12 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2019 | 26 |
AFT, FORSYTH & COMPANY, INC. | 24 | 2 | 0.76% | 1.09% | 1.43% | Q2 2013 | Q3 2023 | 26 |
Kingsview Wealth Management, LLC | 17 | 6 | 0.00% | 0.43% | 1.01% | Q4 2017 | Q3 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.05% | 0.19% | 0.78% | Q2 2013 | Q3 2019 | 26 |
Cerity Partners LLC | 25 | 1 | 0.02% | 0.13% | 0.52% | Q1 2017 | Q3 2023 | 26 |
ASSET PLANNING SERVICES INC /LA/ /ADV | 26 | 26 | 2.17% | 3.51% | 4.70% | Q2 2017 | Q3 2023 | 26 |
Norway Savings Bank | 24 | 2 | 0.01% | 0.03% | 0.26% | Q1 2017 | Q3 2023 | 26 |
Capital International Investors | 21 | 5 | 0.09% | 0.38% | 0.64% | Q2 2013 | Q3 2023 | 26 |
OneDigital Investment Advisors LLC | 26 | 26 | 0.02% | 0.05% | 0.11% | Q2 2017 | Q3 2023 | 26 |
Regal Investment Advisors LLC | 10 | 1 | 0.03% | 0.39% | 0.82% | Q2 2014 | Q3 2023 | 26 |
Migdal Insurance & Financial Holdings Ltd. | 17 | 2 | 0.19% | 0.45% | 0.95% | Q4 2015 | Q3 2023 | 26 |
FIRST INTERSTATE BANK | 20 | 6 | 0.05% | 0.14% | 0.22% | Q3 2015 | Q3 2023 | 26 |
Montecito Bank & Trust | 25 | 1 | 0.05% | 0.18% | 0.33% | Q4 2016 | Q4 2023 | 26 |
FAIRFIELD, BUSH & CO. | 23 | 1 | 0.05% | 0.23% | 0.32% | Q1 2016 | Q2 2023 | 26 |
Harel Insurance Investments & Financial Services Ltd. | 26 | 26 | 0.00% | 0.03% | 0.26% | Q4 2015 | Q1 2022 | 26 |
Garner Asset Management Corp | 26 | 26 | 0.30% | 0.97% | 2.18% | Q2 2017 | Q3 2023 | 26 |
B & T Capital Management DBA Alpha Capital Management | 26 | 26 | 0.89% | 1.04% | 1.32% | Q2 2017 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.08% | 0.13% | 0.29% | Q2 2013 | Q3 2019 | 26 |
EULAV Asset Management | 26 | 26 | 0.12% | 0.34% | 0.72% | Q2 2013 | Q3 2019 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.14% | 0.18% | 0.24% | Q3 2016 | Q3 2023 | 26 |
PARK AVENUE SECURITIES LLC | 25 | 1 | 0.03% | 0.09% | 0.18% | Q4 2016 | Q3 2023 | 26 |
Venturi Wealth Management, LLC | 20 | 6 | 0.05% | 0.50% | 1.89% | Q4 2015 | Q3 2023 | 26 |
NEVILLE RODIE & SHAW INC | 17 | 4 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q4 2023 | 26 |
Hedeker Wealth, LLC | 18 | 8 | 0.03% | 0.51% | 0.97% | Q4 2014 | Q2 2022 | 26 |
Stellar Capital Management, LLC | 15 | 11 | 2.43% | 2.99% | 3.54% | Q4 2013 | Q2 2020 | 26 |
Private Ocean, LLC | 25 | 25 | 0.00% | 0.02% | 0.33% | Q3 2017 | Q3 2023 | 25 |
CHEMICAL BANK | 25 | 25 | 0.10% | 0.20% | 0.29% | Q2 2013 | Q2 2019 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
1ST SOURCE BANK | 18 | 2 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 25 |
YorkBridge Wealth Partners, LLC | 25 | 25 | 0.13% | 0.28% | 0.46% | Q4 2016 | Q4 2022 | 25 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 25 | 25 | 0.17% | 0.61% | 1.63% | Q3 2017 | Q3 2023 | 25 |
BLB&B Advisors, LLC | 25 | 25 | 0.03% | 0.46% | 0.74% | Q3 2017 | Q3 2023 | 25 |
Patten Group, Inc. | 13 | 12 | 0.02% | 0.07% | 0.13% | Q1 2016 | Q3 2023 | 25 |
Capital International Sarl | 17 | 8 | 0.09% | 0.31% | 0.62% | Q2 2013 | Q3 2023 | 25 |
DELTA ASSET MANAGEMENT LLC/TN | 20 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 25 |
SPINNAKER TRUST | 19 | 6 | 0.02% | 0.38% | 0.71% | Q2 2017 | Q3 2023 | 25 |
Cornerstone Advisors, Inc. | 25 | 25 | 0.01% | 0.11% | 0.22% | Q2 2013 | Q2 2019 | 25 |
Simmons Bank | 25 | 25 | 0.02% | 0.06% | 0.14% | Q3 2017 | Q3 2023 | 25 |
Corient Capital Partners, LLC | 25 | 25 | 0.15% | 0.48% | 0.78% | Q3 2016 | Q3 2022 | 25 |
abrdn plc | 25 | 25 | 0.03% | 0.09% | 0.23% | Q3 2017 | Q3 2023 | 25 |
Zurich Insurance Group Ltd/FI | 16 | 3 | 0.01% | 0.17% | 0.46% | Q4 2015 | Q3 2023 | 25 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 13 | 12 | 0.01% | 0.03% | 0.04% | Q4 2015 | Q3 2023 | 25 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 16 | 1 | 0.00% | 0.06% | 0.17% | Q2 2013 | Q3 2023 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q2 2019 | 25 |
Formidable Asset Management, LLC | 16 | 1 | 0.11% | 0.18% | 0.37% | Q4 2015 | Q3 2023 | 25 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.07% | 0.15% | 0.36% | Q3 2017 | Q3 2023 | 25 |
Bogart Wealth, LLC | 25 | 25 | 0.01% | 0.40% | 0.76% | Q3 2017 | Q3 2023 | 25 |
LINCOLN NATIONAL CORP | 18 | 7 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 25 |
Atlas Brown,Inc. | 25 | 25 | 0.05% | 0.24% | 0.36% | Q3 2017 | Q3 2023 | 25 |
HYMAN CHARLES D | 16 | 1 | 0.02% | 0.05% | 0.09% | Q1 2017 | Q3 2023 | 25 |
WBH ADVISORY INC | 22 | 3 | 0.03% | 0.07% | 0.13% | Q3 2016 | Q3 2023 | 25 |
GW HENSSLER & ASSOCIATES LTD | 25 | 25 | 0.04% | 0.49% | 0.81% | Q2 2013 | Q2 2019 | 25 |
VALLEY NATIONAL ADVISERS INC | 25 | 25 | 0.00% | 0.39% | 0.91% | Q3 2017 | Q3 2023 | 25 |
Man Group plc | 23 | 23 | 0.00% | 0.05% | 0.13% | Q1 2018 | Q3 2023 | 25 |
CAPTRUST FINANCIAL ADVISORS | 25 | 25 | 0.00% | 0.04% | 0.09% | Q3 2017 | Q3 2023 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.00% | 0.06% | 0.15% | Q1 2016 | Q1 2022 | 25 |
Allen Investment Management, LLC | 25 | 25 | 0.01% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 25 |
Moors & Cabot, Inc. | 25 | 25 | 0.12% | 0.33% | 0.53% | Q3 2017 | Q3 2023 | 25 |
COBIZ WEALTH, LLC | 25 | 25 | 0.89% | 1.12% | 1.38% | Q2 2013 | Q2 2019 | 25 |
GAM Holding AG | 17 | 8 | 0.03% | 0.12% | 0.25% | Q2 2013 | Q3 2019 | 25 |
CHEMUNG CANAL TRUST CO | 19 | 6 | 0.06% | 0.63% | 1.72% | Q2 2017 | Q4 2023 | 25 |
DUPONT CAPITAL MANAGEMENT CORP | 24 | 24 | 0.02% | 0.23% | 0.46% | Q1 2017 | Q4 2022 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.07% | 0.12% | 0.18% | Q2 2013 | Q1 2019 | 24 |
Douglas Lane & Associates, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Arlington Financial Advisors, LLC | 24 | 24 | 0.12% | 0.87% | 1.44% | Q4 2017 | Q3 2023 | 24 |
Cornell Pochily Investment Advisors, Inc. | 24 | 24 | 0.16% | 0.33% | 0.40% | Q4 2017 | Q3 2023 | 24 |
Parisi Gray Wealth Management | 24 | 24 | 0.20% | 0.23% | 0.33% | Q4 2017 | Q3 2023 | 24 |
PLIMOTH TRUST CO LLC | 24 | 24 | 0.26% | 0.39% | 0.64% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.03% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 24 |
MainStreet Investment Advisors LLC | 24 | 24 | 1.27% | 2.08% | 2.67% | Q4 2017 | Q3 2023 | 24 |
New Potomac Partners, LLC | 24 | 24 | 2.02% | 2.36% | 2.76% | Q4 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.16% | 0.21% | 0.27% | Q4 2017 | Q3 2023 | 24 |
Rossmore Private Capital | 24 | 24 | 0.34% | 0.55% | 1.24% | Q4 2017 | Q3 2023 | 24 |
Close Asset Management Ltd | 24 | 24 | 0.04% | 0.87% | 4.47% | Q4 2017 | Q3 2023 | 24 |
TIEDEMANN ADVISORS, LLC | 17 | 3 | 0.01% | 0.07% | 0.18% | Q3 2016 | Q3 2023 | 24 |
STEVENS CAPITAL MANAGEMENT LP | 6 | 1 | 0.03% | 0.37% | 1.01% | Q2 2013 | Q3 2023 | 24 |
Baskin Financial Services Inc. | 24 | 24 | 1.60% | 2.55% | 3.43% | Q4 2017 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 1.05% | 1.29% | 1.50% | Q4 2017 | Q3 2023 | 24 |
Manning & Napier Group, LLC | 24 | 24 | 0.03% | 0.62% | 1.55% | Q4 2017 | Q3 2023 | 24 |
Torch Wealth Management LLC | 15 | 9 | 0.27% | 0.33% | 0.46% | Q4 2013 | Q4 2019 | 24 |
Pegasus Asset Management, Inc. | 24 | 24 | 2.09% | 2.38% | 2.77% | Q4 2017 | Q3 2023 | 24 |
Boston Trust Walden Corp | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
IFG Advisory, LLC | 24 | 24 | 0.07% | 0.15% | 0.20% | Q4 2017 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.10% | 0.14% | 0.23% | Q4 2017 | Q3 2023 | 24 |
GREENLEAF TRUST | 22 | 2 | 0.00% | 0.03% | 0.05% | Q3 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.03% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 24 |
SANTA BARBARA ASSET MANAGEMENT, LLC | 24 | 24 | 1.68% | 2.02% | 2.69% | Q2 2013 | Q1 2019 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.10% | 0.12% | 0.17% | Q2 2013 | Q1 2019 | 24 |
Banco de Sabadell, S.A | 24 | 24 | 0.15% | 0.91% | 2.18% | Q4 2017 | Q3 2023 | 24 |
Roble, Belko & Company, Inc | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Cypress Wealth Services, LLC | 24 | 24 | 0.11% | 0.36% | 0.86% | Q4 2017 | Q3 2023 | 24 |
MARINO, STRAM & ASSOCIATES LLC | 24 | 24 | 0.16% | 0.53% | 0.84% | Q4 2017 | Q3 2023 | 24 |
REGENTATLANTIC CAPITAL LLC | 23 | 1 | 0.01% | 0.04% | 0.09% | Q4 2014 | Q3 2022 | 24 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.07% | 0.09% | 0.13% | Q2 2013 | Q1 2019 | 24 |
Fiera Capital Corp | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
AUA CAPITAL MANAGEMENT, LLC | 14 | 10 | 0.05% | 0.08% | 0.12% | Q4 2016 | Q4 2022 | 24 |
PIN OAK INVESTMENT ADVISORS INC | 24 | 24 | 0.11% | 0.22% | 0.38% | Q4 2017 | Q3 2023 | 24 |
SMITH ASSET MANAGEMENT GROUP LP | 23 | 1 | 0.00% | 0.03% | 0.63% | Q2 2013 | Q2 2021 | 24 |
FOSTER DYKEMA CABOT & CO INC/MA | 24 | 24 | 0.04% | 0.20% | 0.87% | Q4 2017 | Q3 2023 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.13% | 0.18% | 0.24% | Q4 2017 | Q3 2023 | 24 |
HoyleCohen, LLC | 24 | 24 | 1.37% | 1.64% | 2.12% | Q4 2017 | Q3 2023 | 24 |
GHP Investment Advisors, Inc. | 24 | 24 | 0.05% | 0.16% | 0.23% | Q4 2017 | Q3 2023 | 24 |
Midwest Professional Planners, LTD. | 24 | 24 | 0.43% | 0.58% | 0.70% | Q4 2017 | Q3 2023 | 24 |
WASHINGTON TRUST BANK | 21 | 1 | 0.01% | 0.03% | 0.05% | Q1 2014 | Q1 2023 | 24 |
CAAS CAPITAL MANAGEMENT LP | 12 | 12 | 0.01% | 0.16% | 0.79% | Q4 2020 | Q3 2023 | 24 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 24 | 24 | 0.02% | 0.60% | 1.50% | Q2 2013 | Q1 2019 | 24 |
Winning Points Advisors, LLC | 18 | 2 | 0.24% | 1.41% | 2.18% | Q4 2016 | Q1 2023 | 24 |
RELIANCE TRUST CO OF DELAWARE | 24 | 24 | 0.18% | 0.31% | 0.53% | Q2 2013 | Q1 2019 | 24 |
KDI CAPITAL PARTNERS LLC | 24 | 24 | 0.71% | 2.42% | 8.02% | Q1 2014 | Q4 2019 | 24 |
Providence Capital Advisors, LLC | 24 | 24 | 0.02% | 1.24% | 1.84% | Q4 2017 | Q3 2023 | 24 |
EagleClaw Capital Managment, LLC | 24 | 24 | 0.06% | 0.10% | 0.14% | Q4 2017 | Q3 2023 | 24 |
COHEN & STEERS, INC. | 21 | 3 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q2 2019 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.06% | 0.06% | 0.08% | Q4 2017 | Q3 2023 | 24 |
BIRINYI ASSOCIATES INC | 21 | 1 | 0.09% | 0.13% | 0.25% | Q3 2013 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.02% | 0.07% | 0.10% | Q4 2017 | Q3 2023 | 24 |
Verdence Capital Advisors LLC | 24 | 24 | 0.06% | 0.09% | 0.14% | Q4 2017 | Q3 2023 | 24 |
ATLAS CAPITAL ADVISORS LLC | 23 | 23 | 0.02% | 0.10% | 0.29% | Q1 2018 | Q3 2023 | 23 |
WILLIAMS JONES & ASSOCIATES LLC | 23 | 23 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q2 2019 | 23 |
Peak Asset Management, LLC | 14 | 2 | 0.07% | 0.09% | 0.10% | Q2 2017 | Q3 2023 | 23 |
Wealthcare Advisory Partners LLC | 12 | 11 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 23 |
Fulcrum Capital LLC | 23 | 23 | 1.27% | 1.91% | 3.63% | Q4 2017 | Q2 2023 | 23 |
BBR PARTNERS, LLC | 23 | 23 | 0.03% | 0.09% | 0.20% | Q1 2018 | Q3 2023 | 23 |
BAMCO INC /NY/ | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Chesapeake Wealth Management | 23 | 23 | 0.36% | 0.56% | 1.17% | Q1 2018 | Q3 2023 | 23 |
Whitegate Investment Counselors, Inc. | 22 | 1 | 1.28% | 1.46% | 1.66% | Q1 2014 | Q3 2021 | 23 |
Leisure Capital Management | 23 | 23 | 0.24% | 0.62% | 0.78% | Q1 2018 | Q3 2023 | 23 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 23 | 23 | 0.11% | 0.25% | 0.57% | Q2 2014 | Q4 2019 | 23 |
EVERGREEN CAPITAL MANAGEMENT LLC | 23 | 23 | 0.04% | 0.20% | 0.32% | Q1 2018 | Q3 2023 | 23 |
Seelaus Asset Management LLC | 19 | 4 | 0.20% | 0.27% | 0.44% | Q4 2017 | Q3 2023 | 23 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 1 | 0.05% | 0.08% | 0.09% | Q4 2017 | Q3 2023 | 23 |
Willingdon Wealth Management | 22 | 1 | 0.00% | 1.18% | 1.80% | Q4 2013 | Q3 2019 | 23 |
PT ASSET MANAGEMENT, LLC | 5 | 5 | 0.02% | 0.50% | 2.70% | Q4 2014 | Q2 2017 | 23 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 18 | 2 | 0.29% | 1.32% | 2.24% | Q1 2015 | Q3 2023 | 23 |
SMITH, MOORE & CO. | 12 | 11 | 0.03% | 0.06% | 0.07% | Q3 2017 | Q3 2023 | 23 |
W.G. Shaheen & Associates DBA Whitney & Co | 23 | 23 | 0.00% | 1.26% | 2.03% | Q1 2018 | Q3 2023 | 23 |
West Branch Capital LLC | 23 | 23 | 0.47% | 0.88% | 2.37% | Q1 2018 | Q3 2023 | 23 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 10 | 1 | 0.01% | 0.28% | 1.42% | Q2 2013 | Q3 2023 | 23 |
WealthTrust-Arizona, LLC | 23 | 23 | 0.02% | 0.05% | 0.16% | Q2 2013 | Q4 2018 | 23 |
Spot Trading L.L.C | 8 | 1 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q4 2016 | 23 |
Sunbelt Securities, Inc. | 22 | 1 | 0.01% | 0.11% | 0.26% | Q4 2016 | Q3 2023 | 23 |
Baltimore-Washington Financial Advisors, Inc. | 23 | 23 | 0.64% | 1.03% | 1.89% | Q1 2018 | Q3 2023 | 23 |
BDO Wealth Advisors, LLC | 17 | 6 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q2 2023 | 23 |
L & S Advisors Inc | 21 | 2 | 0.05% | 0.15% | 0.41% | Q2 2016 | Q1 2022 | 23 |
FIRST HAWAIIAN BANK | 14 | 2 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q1 2023 | 23 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 11 | 1 | 0.11% | 0.19% | 0.32% | Q3 2006 | Q4 2018 | 23 |
Quadrant Private Wealth Management, LLC | 19 | 4 | 0.29% | 0.43% | 0.62% | Q4 2017 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.02% | 0.33% | 0.74% | Q1 2018 | Q3 2023 | 23 |
Confluence Wealth Management LLC | 23 | 23 | 0.13% | 0.32% | 0.46% | Q1 2015 | Q3 2020 | 23 |
MITCHELL CAPITAL MANAGEMENT CO | 15 | 8 | 0.08% | 0.52% | 1.00% | Q3 2017 | Q3 2023 | 23 |
Pinnacle Wealth Planning Services, Inc. | 19 | 4 | 0.07% | 0.19% | 0.44% | Q4 2017 | Q3 2023 | 23 |
MIZUHO FINANCIAL GROUP INC | 23 | 23 | 99.53% | 99.72% | 99.78% | Q2 2013 | Q4 2018 | 23 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 23 | 23 | 0.00% | 0.48% | 1.48% | Q1 2018 | Q3 2023 | 23 |
Independent Advisor Alliance | 22 | 1 | 0.03% | 0.08% | 0.12% | Q1 2017 | Q3 2023 | 23 |
MGO ONE SEVEN LLC | 21 | 2 | 0.07% | 0.16% | 1.26% | Q4 2017 | Q3 2023 | 23 |
Maryland Capital Management | 23 | 23 | 0.19% | 0.63% | 1.96% | Q1 2017 | Q3 2022 | 23 |
Cetera Investment Advisers | 21 | 2 | 0.04% | 0.09% | 0.13% | Q2 2016 | Q3 2023 | 23 |
Silvant Capital Management LLC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.21% | 0.25% | 0.30% | Q1 2018 | Q3 2023 | 23 |
Slow Capital, Inc. | 23 | 23 | 0.32% | 1.25% | 1.73% | Q4 2017 | Q2 2023 | 23 |
WEIK CAPITAL MANAGEMENT | 23 | 23 | 0.14% | 0.20% | 0.50% | Q1 2018 | Q3 2023 | 23 |
WealthTrust Fairport, LLC | 20 | 3 | 0.00% | 0.73% | 1.07% | Q2 2013 | Q1 2019 | 23 |
Destination Wealth Management | 23 | 23 | 0.00% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 23 |
AMERICAN NATIONAL BANK | 10 | 1 | 0.00% | 0.03% | 0.13% | Q3 2015 | Q3 2023 | 23 |
Financial Management Professionals, Inc. | 21 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 23 |
NICOLET BANKSHARES INC | 19 | 3 | 0.07% | 0.13% | 0.20% | Q1 2018 | Q3 2023 | 22 |
JUPITER ASSET MANAGEMENT LTD | 12 | 1 | 0.08% | 0.27% | 0.46% | Q3 2014 | Q3 2022 | 22 |
Meiji Yasuda Life Insurance Co | 15 | 7 | 0.01% | 0.06% | 0.20% | Q2 2013 | Q3 2023 | 22 |
LOEB PARTNERS CORP | 19 | 3 | 0.18% | 0.34% | 0.43% | Q2 2013 | Q4 2018 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.05% | 0.10% | 0.18% | Q2 2013 | Q3 2018 | 22 |
NuWave Investment Management, LLC | 7 | 1 | 0.00% | 0.21% | 0.87% | Q2 2013 | Q3 2022 | 22 |
FORVIS Wealth Advisors, LLC | 20 | 2 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 22 |
JGP Wealth Management, LLC | 22 | 22 | 1.22% | 1.71% | 2.26% | Q2 2018 | Q3 2023 | 22 |
Texas Yale Capital Corp. | 22 | 22 | 0.07% | 0.13% | 0.18% | Q2 2018 | Q3 2023 | 22 |
Keystone Financial Planning, Inc. | 9 | 4 | 0.08% | 0.44% | 2.71% | Q4 2013 | Q3 2023 | 22 |
Alexandria Capital, LLC | 22 | 22 | 0.00% | 0.02% | 0.09% | Q3 2014 | Q4 2019 | 22 |
Pendal Group Ltd | 22 | 22 | 0.03% | 0.10% | 0.20% | Q3 2017 | Q4 2022 | 22 |
FULTON BANK, N.A. | 14 | 2 | 0.02% | 0.04% | 0.10% | Q1 2015 | Q4 2023 | 22 |
LVW Advisors, LLC | 15 | 7 | 0.06% | 0.22% | 0.56% | Q3 2017 | Q3 2023 | 22 |
ALLSTATE CORP | 20 | 2 | 0.02% | 0.07% | 0.16% | Q1 2017 | Q3 2023 | 22 |
Freestone Capital Holdings, LLC | 22 | 22 | 0.00% | 0.03% | 0.07% | Q2 2018 | Q3 2023 | 22 |
DAVIS CAPITAL PARTNERS, LLC | 22 | 22 | 4.76% | 9.14% | 13.48% | Q3 2014 | Q4 2019 | 22 |
Chicago Partners Investment Group LLC | 15 | 1 | 0.00% | 0.03% | 0.05% | Q4 2015 | Q3 2023 | 22 |
GREENWOOD CAPITAL ASSOCIATES LLC | 22 | 22 | 1.07% | 1.49% | 1.95% | Q2 2013 | Q3 2018 | 22 |
J. L. Bainbridge & Co., Inc. | 22 | 22 | 0.14% | 0.87% | 2.82% | Q2 2018 | Q3 2023 | 22 |
Yorktown Management & Research Co Inc | 10 | 1 | 0.03% | 0.29% | 0.99% | Q3 2013 | Q3 2022 | 22 |
Arlington Partners LLC | 22 | 22 | 0.01% | 0.03% | 0.11% | Q1 2018 | Q2 2023 | 22 |
GABLES CAPITAL MANAGEMENT INC. | 22 | 22 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
USS Investment Management Ltd | 14 | 8 | 0.07% | 0.20% | 0.33% | Q4 2014 | Q3 2023 | 22 |
GERMAN AMERICAN BANCORP, INC. | 22 | 22 | 0.86% | 1.04% | 1.35% | Q2 2018 | Q3 2023 | 22 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC | 22 | 22 | 1.57% | 2.73% | 3.32% | Q2 2013 | Q3 2018 | 22 |
EQUITABLE TRUST CO | 22 | 22 | 0.05% | 0.09% | 0.13% | Q2 2018 | Q3 2023 | 22 |
QUANTUM CAPITAL MANAGEMENT | 22 | 22 | 0.20% | 0.46% | 0.75% | Q2 2013 | Q3 2018 | 22 |
AlphaMark Advisors, LLC | 22 | 22 | 0.01% | 0.05% | 0.10% | Q2 2018 | Q3 2023 | 22 |
HALL CAPITAL MANAGEMENT CO INC | 10 | 3 | 0.17% | 0.22% | 0.30% | Q3 2017 | Q3 2023 | 22 |
Global Trust Asset Management, LLC | 12 | 10 | 0.00% | 0.19% | 0.60% | Q4 2017 | Q3 2023 | 22 |
St. Louis Trust Co | 11 | 11 | 0.20% | 0.28% | 0.63% | Q1 2018 | Q3 2023 | 22 |
Allworth Financial LP | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 22 |
MOGY JOEL R INVESTMENT COUNSEL INC | 22 | 22 | 0.32% | 0.72% | 1.06% | Q2 2018 | Q3 2023 | 22 |
CFO4Life Group, LLC | 22 | 22 | 0.50% | 0.72% | 0.94% | Q2 2018 | Q3 2023 | 22 |
Field & Main Bank | 14 | 4 | 0.05% | 0.25% | 0.45% | Q4 2017 | Q3 2023 | 22 |
Scott & Selber, Inc. | 13 | 4 | 0.63% | 1.19% | 2.53% | Q2 2014 | Q3 2023 | 22 |
Investment Counsel Inc. | 22 | 22 | 0.94% | 1.72% | 2.50% | Q4 2015 | Q1 2021 | 22 |
HOLLENCREST CAPITAL MANAGEMENT | 11 | 1 | 0.02% | 0.06% | 0.12% | Q2 2014 | Q3 2023 | 22 |
Forward Management, LLC | 22 | 22 | 0.10% | 0.16% | 0.26% | Q2 2013 | Q3 2018 | 22 |
NICOLA WEALTH MANAGEMENT LTD. | 15 | 7 | 0.32% | 0.99% | 2.22% | Q1 2018 | Q3 2023 | 22 |
DOLIVER ADVISORS, LP | 22 | 22 | 0.09% | 0.42% | 0.73% | Q3 2018 | Q4 2023 | 22 |
Arete Wealth Advisors, LLC | 22 | 22 | 0.05% | 0.13% | 0.25% | Q2 2018 | Q3 2023 | 22 |
Virtue Capital Management, LLC | 14 | 8 | 0.04% | 0.18% | 0.52% | Q1 2018 | Q3 2023 | 22 |
Catalyst Capital Advisors LLC | 13 | 9 | 0.01% | 0.26% | 1.16% | Q2 2013 | Q4 2018 | 22 |
DODGE & COX | 21 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 22 |
Nicholas Hoffman & Company, LLC. | 12 | 9 | 0.02% | 0.08% | 0.15% | Q1 2018 | Q3 2023 | 21 |
Junto Capital Management LP | 11 | 1 | 0.72% | 4.56% | 8.07% | Q4 2015 | Q4 2022 | 21 |
Connor, Clark & Lunn Investment Management Ltd. | 9 | 1 | 0.00% | 0.05% | 0.12% | Q1 2015 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.14% | 0.25% | 0.37% | Q1 2017 | Q3 2023 | 21 |
McGuire Investment Group, LLC | 21 | 21 | 1.04% | 1.57% | 2.12% | Q3 2018 | Q3 2023 | 21 |
Asset Advisors Investment Management, LLC | 21 | 21 | 1.09% | 1.70% | 2.26% | Q3 2018 | Q3 2023 | 21 |
Canton Hathaway, LLC | 21 | 21 | 0.09% | 0.30% | 0.44% | Q3 2018 | Q3 2023 | 21 |
Joel Isaacson & Co., LLC | 14 | 2 | 0.01% | 0.05% | 0.12% | Q2 2015 | Q3 2023 | 21 |
CAPITAL ONE, NATIONAL ASSOCIATION | 21 | 21 | 0.15% | 0.23% | 0.54% | Q2 2013 | Q2 2018 | 21 |
Brookstone Capital Management | 11 | 4 | 0.01% | 0.02% | 0.06% | Q1 2015 | Q3 2023 | 21 |
Cumberland Partners Ltd | 18 | 3 | 0.05% | 0.28% | 0.99% | Q2 2018 | Q3 2023 | 21 |
Heritage Wealth Advisors | 21 | 21 | 0.00% | 0.02% | 0.12% | Q3 2018 | Q3 2023 | 21 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 13 | 1 | 0.03% | 0.13% | 0.32% | Q4 2013 | Q3 2023 | 21 |
Sequoia Financial Advisors, LLC | 19 | 2 | 0.02% | 0.06% | 0.40% | Q2 2018 | Q3 2023 | 21 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 8 | 1 | 0.02% | 0.04% | 0.08% | Q2 2015 | Q3 2022 | 21 |
FLOSSBACH VON STORCH AG | 21 | 21 | 0.40% | 1.85% | 2.90% | Q3 2018 | Q3 2023 | 21 |
Frontier Wealth Management LLC | 12 | 9 | 0.01% | 0.09% | 0.20% | Q4 2016 | Q2 2022 | 21 |
REILLY FINANCIAL ADVISORS, LLC | 13 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2021 | 21 |
Iowa State Bank | 21 | 21 | 0.58% | 0.84% | 1.19% | Q3 2018 | Q3 2023 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.01% | 0.18% | 0.31% | Q2 2018 | Q2 2023 | 21 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 19 | 2 | 0.00% | 0.19% | 0.35% | Q2 2017 | Q3 2023 | 21 |
Renaissance Technologies | 7 | 1 | 0.00% | 0.06% | 0.22% | Q4 2013 | Q2 2023 | 21 |
Brinker Capital Investments, LLC | 17 | 1 | 0.00% | 0.14% | 0.31% | Q3 2015 | Q4 2022 | 21 |
Heritage Way Advisors, LLC | 21 | 21 | 1.69% | 1.92% | 2.20% | Q4 2016 | Q4 2021 | 21 |
MEEDER ASSET MANAGEMENT INC | 11 | 3 | 0.00% | 0.04% | 0.17% | Q4 2015 | Q3 2023 | 21 |
RENAISSANCE GROUP LLC | 12 | 9 | 0.01% | 0.62% | 1.24% | Q2 2013 | Q3 2018 | 21 |
Csenge Advisory Group | 15 | 1 | 0.04% | 0.10% | 0.17% | Q3 2017 | Q3 2023 | 21 |
WINTON GROUP Ltd | 10 | 1 | 0.00% | 0.15% | 0.48% | Q2 2014 | Q2 2021 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.03% | 0.08% | Q3 2018 | Q3 2023 | 21 |
HighPoint Advisor Group LLC | 20 | 1 | 0.08% | 0.11% | 0.16% | Q4 2016 | Q2 2022 | 21 |
CHARTWELL INVESTMENT PARTNERS, LLC | 21 | 21 | 0.12% | 0.22% | 0.38% | Q2 2014 | Q2 2019 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.08% | 0.23% | 0.39% | Q2 2013 | Q2 2018 | 21 |
Alberta Investment Management Corp | 4 | 1 | 0.01% | 0.06% | 0.18% | Q1 2014 | Q3 2023 | 21 |
HOWARD CAPITAL MANAGEMENT | 21 | 21 | 1.63% | 1.92% | 2.40% | Q2 2015 | Q2 2020 | 21 |
Signature Wealth Management Group | 21 | 21 | 0.30% | 0.56% | 0.98% | Q2 2018 | Q2 2023 | 21 |
SevenBridge Financial Group, LLC | 10 | 1 | 0.01% | 0.54% | 1.24% | Q2 2016 | Q3 2023 | 21 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 21 | 21 | 1.03% | 2.50% | 3.55% | Q2 2016 | Q2 2021 | 21 |
Provident Investment Management, Inc. | 21 | 21 | 2.24% | 4.01% | 4.90% | Q3 2018 | Q3 2023 | 21 |
Creegan & Nassoura Financial Group, LLC | 16 | 5 | 1.25% | 1.97% | 2.65% | Q3 2015 | Q3 2023 | 21 |
BigSur Wealth Management LLC | 21 | 21 | 0.16% | 0.34% | 0.49% | Q3 2018 | Q3 2023 | 21 |
Brightworth | 21 | 21 | 0.92% | 1.24% | 1.70% | Q3 2017 | Q3 2022 | 21 |
ASSET ADVISORS CORP | 21 | 21 | 0.02% | 0.53% | 1.64% | Q2 2013 | Q2 2018 | 21 |
Starfire Investment Advisers, Inc. | 11 | 10 | 0.04% | 0.37% | 0.50% | Q1 2015 | Q2 2020 | 21 |
Belpointe Asset Management LLC | 21 | 21 | 0.02% | 0.07% | 0.18% | Q3 2018 | Q3 2023 | 21 |
Pensionfund Sabic | 12 | 1 | 0.54% | 0.68% | 0.79% | Q3 2015 | Q3 2022 | 21 |
Homrich & Berg | 19 | 2 | 0.02% | 0.06% | 0.09% | Q4 2014 | Q3 2021 | 21 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q4 2022 | 21 |
Mascoma Wealth Management LLC | 11 | 1 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q3 2023 | 21 |
Clear Perspective Advisors, LLC | 21 | 21 | 0.16% | 0.45% | 0.64% | Q4 2016 | Q4 2021 | 21 |
HALL LAURIE J TRUSTEE | 13 | 1 | 0.01% | 0.07% | 0.19% | Q1 2014 | Q3 2023 | 21 |
CI INVESTMENTS INC. | 20 | 1 | 0.04% | 0.13% | 0.28% | Q3 2015 | Q3 2023 | 21 |
Fieldpoint Private Securities, LLC | 21 | 21 | 0.09% | 0.23% | 0.45% | Q2 2017 | Q2 2022 | 21 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.03% | 0.08% | 0.16% | Q4 2014 | Q3 2019 | 20 |
CINCINNATI INDEMNITY CO | 20 | 20 | 7.02% | 8.66% | 10.92% | Q4 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.02% | 0.04% | 0.06% | Q3 2017 | Q2 2022 | 20 |
Spearhead Capital Advisors, LLC | 20 | 20 | 0.72% | 1.21% | 1.49% | Q4 2017 | Q3 2022 | 20 |
EXANE DERIVATIVES | 14 | 1 | 0.00% | 0.07% | 0.22% | Q4 2014 | Q2 2022 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.04% | 0.11% | 0.18% | Q4 2015 | Q3 2020 | 20 |
Meridian Wealth Advisors, LLC | 20 | 20 | 0.14% | 0.20% | 0.23% | Q4 2018 | Q3 2023 | 20 |
KMG FIDUCIARY PARTNERS, LLC | 20 | 20 | 0.82% | 1.17% | 1.50% | Q4 2018 | Q3 2023 | 20 |
PIEDMONT INVESTMENT ADVISORS INC | 20 | 20 | 0.02% | 0.15% | 0.28% | Q2 2015 | Q1 2020 | 20 |
Beaumont Financial Partners, LLC | 20 | 20 | 0.02% | 0.06% | 0.08% | Q4 2017 | Q3 2022 | 20 |
CSU Producer Resources, Inc. | 20 | 20 | 0.46% | 0.66% | 0.95% | Q4 2018 | Q3 2023 | 20 |
Lee Financial Co | 7 | 1 | 0.00% | 0.03% | 0.21% | Q4 2016 | Q3 2023 | 20 |
ERTS Wealth Advisors, LLC | 20 | 20 | 0.08% | 0.13% | 0.16% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.07% | 0.13% | 0.27% | Q4 2018 | Q3 2023 | 20 |
Advisors Capital Management, LLC | 20 | 20 | 0.07% | 0.45% | 0.65% | Q4 2018 | Q3 2023 | 20 |
USA FINANCIAL FORMULAS | 12 | 1 | 0.00% | 0.22% | 0.88% | Q1 2017 | Q3 2023 | 20 |
Kovitz Investment Group Partners, LLC | 19 | 19 | 0.01% | 0.09% | 0.13% | Q1 2019 | Q3 2023 | 20 |
Mengis Capital Management, Inc. | 20 | 20 | 0.05% | 0.12% | 0.18% | Q4 2018 | Q3 2023 | 20 |
GRAYBILL WEALTH MANAGEMENT, LTD. | 20 | 20 | 1.94% | 2.55% | 3.27% | Q4 2018 | Q3 2023 | 20 |
Almanack Investment Partners, LLC. | 13 | 7 | 0.03% | 0.07% | 0.11% | Q2 2017 | Q2 2023 | 20 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 20 | 20 | 0.10% | 0.29% | 0.50% | Q4 2018 | Q3 2023 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.07% | 0.11% | 0.18% | Q1 2013 | Q4 2017 | 20 |
Executive Wealth Management, LLC | 20 | 20 | 0.01% | 0.71% | 1.01% | Q4 2018 | Q3 2023 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.22% | 0.24% | 0.30% | Q2 2013 | Q1 2018 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.04% | 0.13% | Q4 2018 | Q3 2023 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.11% | 0.40% | Q1 2018 | Q3 2023 | 20 |
DENVER INVESTMENT ADVISORS LLC | 20 | 20 | 0.20% | 0.56% | 0.99% | Q2 2013 | Q1 2018 | 20 |
Stratos Wealth Advisors, LLC | 20 | 20 | 0.10% | 0.20% | 0.30% | Q4 2018 | Q3 2023 | 20 |
Sculptor Capital LP | 7 | 7 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q4 2014 | 20 |
BRIGHTON JONES LLC | 20 | 20 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.22% | 0.29% | 0.37% | Q4 2018 | Q3 2023 | 20 |
Keel Point, LLC | 12 | 8 | 0.02% | 0.05% | 0.07% | Q4 2016 | Q3 2023 | 20 |
Principle Wealth Partners LLC | 20 | 20 | 0.07% | 0.17% | 0.33% | Q4 2018 | Q3 2023 | 20 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 20 | 20 | 0.07% | 0.15% | 0.20% | Q4 2018 | Q3 2023 | 20 |
Hurlow Wealth Management Group, Inc. | 20 | 20 | 0.14% | 0.23% | 0.29% | Q4 2018 | Q3 2023 | 20 |
Schonfeld Strategic Advisors LLC | 6 | 1 | 0.00% | 0.18% | 0.62% | Q1 2016 | Q3 2023 | 20 |
PALLADIUM PARTNERS LLC | 20 | 20 | 0.51% | 0.72% | 0.96% | Q2 2017 | Q1 2022 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.01% | 0.05% | 0.10% | Q4 2018 | Q3 2023 | 20 |
MOODY NATIONAL BANK TRUST DIVISION | 14 | 3 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 20 |
Quantbot Technologies LP | 3 | 1 | 0.07% | 0.36% | 0.87% | Q3 2013 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.07% | 0.27% | 0.45% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.02% | 0.04% | 0.12% | Q4 2018 | Q3 2023 | 20 |
AMUNDI ASSET MANAGEMENT US, INC. | 20 | 20 | 0.05% | 0.31% | 0.77% | Q2 2016 | Q1 2021 | 20 |
Foster Victor Wealth Advisors, LLC | 20 | 20 | 0.66% | 1.06% | 1.35% | Q4 2018 | Q3 2023 | 20 |
ALETHEA CAPITAL MANAGEMENT, LLC | 20 | 20 | 0.15% | 0.30% | 0.48% | Q4 2018 | Q3 2023 | 20 |
HERMES INVESTMENT MANAGEMENT LTD | 15 | 5 | 0.02% | 0.25% | 1.44% | Q2 2013 | Q2 2018 | 20 |
Sepio Capital, LP | 20 | 20 | 0.42% | 0.66% | 0.97% | Q4 2018 | Q3 2023 | 20 |
MONETA GROUP INVESTMENT ADVISORS LLC | 11 | 1 | 0.00% | 0.06% | 0.19% | Q4 2012 | Q3 2023 | 20 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 20 | 20 | 0.00% | 0.45% | 1.18% | Q4 2017 | Q3 2022 | 20 |
Reliant Investment Management, LLC | 20 | 20 | 2.02% | 2.58% | 3.35% | Q4 2013 | Q3 2018 | 20 |
Essex Savings Bank | 20 | 20 | 0.12% | 0.30% | 0.42% | Q4 2018 | Q3 2023 | 20 |
Wambolt & Associates, LLC | 20 | 20 | 0.45% | 0.64% | 0.91% | Q4 2018 | Q3 2023 | 20 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 18 | 2 | 0.07% | 0.17% | 0.27% | Q2 2015 | Q3 2023 | 20 |
Dougherty Wealth Advisers LLC | 20 | 20 | 0.08% | 0.31% | 0.56% | Q4 2018 | Q3 2023 | 20 |
MEANS INVESTMENT CO., INC. | 20 | 20 | 0.13% | 0.35% | 0.57% | Q4 2018 | Q3 2023 | 20 |
Legacy Bridge, LLC | 20 | 20 | 0.48% | 0.65% | 0.77% | Q4 2018 | Q3 2023 | 20 |
PRENTISS SMITH & CO INC | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2018 | 20 |
Inlet Private Wealth, LLC | 20 | 20 | 0.13% | 0.45% | 0.89% | Q4 2018 | Q3 2023 | 20 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 20 | 20 | 0.04% | 0.08% | 0.18% | Q4 2018 | Q3 2023 | 20 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 12 | 3 | 0.00% | 0.24% | 0.48% | Q1 2018 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Laurel Grove Capital, LLC | 20 | 20 | 0.12% | 0.41% | 2.51% | Q4 2013 | Q3 2018 | 20 |
CORNERSTONE ADVISORS INC | 14 | 6 | 0.11% | 0.29% | 0.64% | Q2 2013 | Q3 2018 | 20 |
Claro Advisors LLC | 20 | 20 | 0.09% | 0.26% | 0.35% | Q4 2018 | Q3 2023 | 20 |
SlateStone Wealth, LLC | 20 | 20 | 0.44% | 0.69% | 0.88% | Q4 2018 | Q3 2023 | 20 |
Riverview Trust Co | 20 | 20 | 0.64% | 0.85% | 1.29% | Q4 2018 | Q3 2023 | 20 |
Ally Financial Inc. | 7 | 2 | 0.24% | 0.55% | 0.83% | Q2 2013 | Q4 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.02% | 0.07% | 0.12% | Q4 2017 | Q3 2022 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.14% | 0.22% | 0.29% | Q4 2017 | Q3 2022 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.01% | 0.11% | 0.63% | Q4 2018 | Q3 2023 | 20 |
WESPAC Advisors SoCal, LLC | 12 | 2 | 0.00% | 0.88% | 2.59% | Q2 2016 | Q3 2023 | 20 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 20 | 20 | 0.11% | 0.24% | 0.38% | Q2 2013 | Q1 2018 | 20 |
ALERUS FINANCIAL NA | 11 | 9 | 0.02% | 0.13% | 0.97% | Q2 2016 | Q2 2022 | 20 |
Palouse Capital Management, Inc. | 7 | 3 | 0.27% | 2.39% | 6.76% | Q3 2015 | Q3 2023 | 20 |
SG3 Management, LLC | 8 | 3 | 0.01% | 0.16% | 1.00% | Q1 2018 | Q4 2021 | 20 |
Osher Van de Voorde Investment Management | 20 | 20 | 3.61% | 4.49% | 5.20% | Q4 2018 | Q3 2023 | 20 |
Kinneret Advisory, LLC | 20 | 20 | 0.62% | 1.01% | 1.27% | Q4 2018 | Q3 2023 | 20 |
Centerpoint Advisors, LLC | 17 | 3 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q3 2023 | 20 |
Stokes Capital Advisors, LLC | 20 | 20 | 0.21% | 1.28% | 1.63% | Q4 2017 | Q3 2022 | 20 |
CADENCE BANK NA | 9 | 2 | 0.08% | 0.10% | 0.14% | Q1 2015 | Q2 2022 | 19 |
Harfst & Associates, Inc. | 14 | 2 | 0.04% | 0.39% | 0.59% | Q1 2017 | Q3 2023 | 19 |
OppenheimerFunds, Inc. | 17 | 2 | 0.03% | 0.10% | 0.23% | Q1 2013 | Q1 2019 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.20% | 1.54% | 1.97% | Q3 2018 | Q3 2023 | 19 |
CAPITAL GUARDIAN TRUST CO | 16 | 3 | 0.00% | 0.26% | 1.02% | Q2 2013 | Q1 2019 | 19 |
Empire Life Investments Inc. | 19 | 19 | 0.00% | 0.82% | 2.47% | Q4 2016 | Q2 2021 | 19 |
MARKSTON INTERNATIONAL LLC | 19 | 19 | 0.06% | 0.20% | 0.86% | Q2 2017 | Q4 2021 | 19 |
SUN LIFE FINANCIAL INC | 18 | 1 | 0.00% | 0.02% | 0.18% | Q1 2016 | Q1 2021 | 19 |
OPUS INVESTMENT MANAGEMENT INC | 19 | 19 | 0.13% | 0.67% | 1.15% | Q1 2019 | Q3 2023 | 19 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 19 | 19 | 0.12% | 0.20% | 0.26% | Q1 2019 | Q3 2023 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.04% | 0.06% | 0.12% | Q1 2019 | Q3 2023 | 19 |
DSM CAPITAL PARTNERS LLC | 9 | 1 | 0.00% | 1.48% | 3.57% | Q2 2013 | Q3 2021 | 19 |
Weaver Consulting Group | 19 | 19 | 0.04% | 0.12% | 0.17% | Q1 2019 | Q3 2023 | 19 |
Realta Investment Advisors | 19 | 19 | 0.06% | 0.13% | 0.17% | Q1 2019 | Q3 2023 | 19 |
Bremer Bank National Association | 19 | 19 | 0.09% | 0.21% | 0.56% | Q1 2019 | Q3 2023 | 19 |
Country Club Trust Company, n.a. | 19 | 19 | 0.03% | 0.13% | 0.22% | Q2 2017 | Q4 2021 | 19 |
Covenant Partners, LLC | 19 | 19 | 0.31% | 0.52% | 0.77% | Q1 2019 | Q3 2023 | 19 |
SAGE RHINO CAPITAL LLC | 19 | 19 | 0.22% | 0.33% | 0.40% | Q1 2019 | Q3 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.04% | 0.11% | 0.20% | Q4 2018 | Q3 2023 | 19 |
Frisch Financial Group, Inc. | 15 | 4 | 0.09% | 0.14% | 0.22% | Q4 2018 | Q3 2023 | 19 |
WHALEROCK POINT PARTNERS, LLC | 12 | 1 | 0.07% | 0.28% | 0.94% | Q1 2017 | Q3 2023 | 19 |
Jaffetilchin Investment Partners, LLC | 11 | 1 | 0.05% | 0.16% | 0.43% | Q4 2014 | Q3 2023 | 19 |
Vision Capital Management, Inc. | 10 | 9 | 0.34% | 1.54% | 3.31% | Q2 2013 | Q3 2018 | 19 |
Truvestments Capital LLC | 12 | 1 | 0.03% | 0.11% | 0.40% | Q3 2018 | Q3 2023 | 19 |
Impax Asset Management Group plc | 19 | 19 | 0.09% | 0.14% | 0.17% | Q3 2018 | Q1 2023 | 19 |
Peachtree Investment Partners, LLC | 19 | 19 | 0.16% | 0.24% | 0.36% | Q1 2019 | Q3 2023 | 19 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 8 | 1 | 0.02% | 0.36% | 1.17% | Q1 2018 | Q3 2023 | 19 |
First National Bank of South Miami | 19 | 19 | 0.48% | 0.62% | 0.74% | Q4 2018 | Q2 2023 | 19 |
PGGM Investments | 9 | 3 | 0.00% | 0.10% | 0.28% | Q1 2013 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.03% | 0.05% | 0.08% | Q4 2017 | Q2 2022 | 19 |
Windsor Wealth Management, Inc. | 18 | 1 | 0.04% | 0.35% | 0.62% | Q4 2017 | Q4 2022 | 19 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 19 |
Larson Financial Group LLC | 15 | 4 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 19 |
180 WEALTH ADVISORS, LLC | 16 | 3 | 0.10% | 0.38% | 0.54% | Q4 2017 | Q3 2023 | 19 |
WEALTHFRONT Corp | 19 | 19 | 0.01% | 0.03% | 0.04% | Q1 2014 | Q3 2018 | 19 |
Clean Yield Group | 9 | 1 | 0.01% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 19 |
Sompo Asset Management Co., Ltd. | 19 | 19 | 0.08% | 0.22% | 0.38% | Q1 2019 | Q3 2023 | 19 |
Strategic Wealth Partners, Ltd. | 9 | 2 | 0.02% | 0.14% | 0.38% | Q4 2017 | Q1 2023 | 19 |
Ferris Capital, LLC | 16 | 3 | 0.08% | 0.24% | 0.43% | Q2 2017 | Q1 2022 | 19 |
SWARTHMORE GROUP INC | 11 | 8 | 0.03% | 1.73% | 4.02% | Q2 2013 | Q4 2021 | 19 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 5 | 2 | 0.00% | 0.33% | 1.20% | Q2 2015 | Q3 2023 | 19 |
Horizon Investments, LLC | 11 | 1 | 0.01% | 0.05% | 0.13% | Q4 2015 | Q3 2023 | 19 |
Mariner Wealth Advisors-Cincinnati, LLC | 12 | 7 | 0.02% | 0.04% | 0.07% | Q3 2013 | Q3 2018 | 19 |
Redmond Asset Management, LLC | 19 | 19 | 0.25% | 0.29% | 0.38% | Q1 2019 | Q3 2023 | 19 |
Summit Trail Advisors, LLC | 13 | 1 | 0.02% | 0.08% | 0.36% | Q4 2017 | Q3 2023 | 19 |
CAMG Solamere Management, LLC | 13 | 6 | 0.10% | 0.32% | 0.73% | Q4 2016 | Q3 2021 | 19 |
Greenline Partners, LLC | 19 | 19 | 0.51% | 0.98% | 1.91% | Q1 2019 | Q3 2023 | 19 |
Addison Capital Co | 19 | 19 | 1.29% | 1.53% | 1.79% | Q1 2019 | Q3 2023 | 19 |
Good Life Advisors, LLC | 12 | 2 | 0.04% | 0.06% | 0.09% | Q3 2017 | Q3 2023 | 19 |
BlueMar Capital Management, LLC | 12 | 1 | 0.72% | 2.40% | 8.10% | Q2 2014 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.02% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 19 |
BRIDGES INVESTMENT COUNSEL INC/ | 19 | 19 | 0.63% | 1.04% | 1.46% | Q2 2013 | Q4 2017 | 19 |
Northeast Financial Consultants Inc | 19 | 19 | 0.02% | 0.04% | 0.11% | Q1 2019 | Q3 2023 | 19 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 12 | 1 | 0.01% | 0.20% | 0.58% | Q2 2013 | Q1 2020 | 19 |
CHOREO, LLC | 10 | 2 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 19 |
Atlantic Union Bankshares Corp | 18 | 1 | 0.00% | 0.27% | 0.40% | Q1 2014 | Q3 2023 | 19 |
Quinn Opportunity Partners LLC | 18 | 1 | 0.06% | 0.17% | 0.33% | Q3 2017 | Q2 2022 | 19 |
Domani Wealth, LLC | 15 | 1 | 0.04% | 0.18% | 0.48% | Q1 2015 | Q4 2021 | 19 |
Clarius Group, LLC | 19 | 19 | 0.07% | 0.09% | 0.10% | Q1 2019 | Q3 2023 | 19 |
Aptus Capital Advisors, LLC | 19 | 19 | 0.02% | 0.20% | 0.46% | Q1 2019 | Q3 2023 | 19 |
SUMMITRY LLC | 10 | 8 | 0.02% | 1.27% | 3.22% | Q1 2019 | Q3 2023 | 18 |
Quantitative Investment Management, LLC | 7 | 1 | 0.04% | 0.25% | 0.59% | Q3 2013 | Q3 2022 | 18 |
DELTA FINANCIAL ADVISORS LLC | 18 | 18 | 1.12% | 1.34% | 1.55% | Q2 2019 | Q3 2023 | 18 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 18 | 18 | 0.05% | 1.18% | 1.77% | Q1 2015 | Q2 2019 | 18 |
Vontobel Swiss Wealth Advisors AG | 18 | 18 | 0.20% | 1.48% | 4.06% | Q1 2017 | Q2 2021 | 18 |
Avantax Planning Partners, Inc. | 15 | 1 | 0.01% | 0.13% | 0.20% | Q3 2017 | Q3 2023 | 18 |
Mutual Advisors, LLC | 16 | 1 | 0.00% | 0.07% | 0.11% | Q1 2019 | Q3 2023 | 18 |
NIPPON LIFE INSURANCE CO | 18 | 18 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2017 | 18 |
WIMMER ASSOCIATES 1, LLC | 18 | 18 | 0.36% | 0.41% | 0.47% | Q2 2019 | Q3 2023 | 18 |
Circle Wealth Management, LLC | 12 | 6 | 0.04% | 0.06% | 0.10% | Q2 2017 | Q4 2021 | 18 |
MALTESE CAPITAL MANAGEMENT LLC | 7 | 1 | 0.10% | 0.61% | 1.72% | Q2 2013 | Q3 2023 | 18 |
Cordatus Wealth Management LLC | 10 | 4 | 0.25% | 1.00% | 2.34% | Q4 2018 | Q3 2023 | 18 |
Knuff & Co LLC | 13 | 5 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 18 |
Birch Run Capital Advisors, LP | 18 | 18 | 3.37% | 5.21% | 9.08% | Q2 2013 | Q3 2017 | 18 |
CHILTON INVESTMENT CO INC. | 14 | 2 | 0.01% | 0.04% | 0.06% | Q4 2013 | Q3 2023 | 18 |
TSFG, LLC | 10 | 8 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2017 | 18 |
Vestmark Advisory Solutions, Inc. | 15 | 3 | 0.10% | 0.18% | 0.36% | Q1 2019 | Q3 2023 | 18 |
FIRST MERCANTILE TRUST CO | 8 | 4 | 0.00% | 0.08% | 0.35% | Q2 2013 | Q1 2021 | 18 |
RAINIER INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.20% | 0.36% | 0.70% | Q2 2013 | Q3 2017 | 18 |
AMICA MUTUAL INSURANCE CO | 11 | 7 | 0.22% | 0.42% | 0.96% | Q2 2013 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.05% | 0.10% | 0.18% | Q2 2013 | Q3 2017 | 18 |
Princeton Global Asset Management LLC | 12 | 6 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 18 |
SALEM INVESTMENT COUNSELORS INC | 12 | 6 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 18 |
Pensionfund DSM Netherlands | 9 | 1 | 0.23% | 0.59% | 0.73% | Q3 2015 | Q4 2021 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 0.17% | 1.12% | 2.19% | Q4 2018 | Q3 2023 | 18 |
Pictet North America Advisors SA | 13 | 2 | 0.04% | 0.12% | 0.51% | Q4 2013 | Q3 2023 | 18 |
Integre Asset Management, LLC | 18 | 18 | 0.16% | 0.69% | 1.14% | Q3 2015 | Q4 2019 | 18 |
Westhampton Capital, LLC | 18 | 18 | 0.71% | 0.93% | 1.13% | Q2 2019 | Q3 2023 | 18 |
PARADIGM ASSET MANAGEMENT CO LLC | 12 | 6 | 0.21% | 0.68% | 1.07% | Q1 2015 | Q3 2023 | 18 |
Aries Wealth Management | 12 | 6 | 0.14% | 0.26% | 0.33% | Q1 2019 | Q3 2023 | 18 |
Ellis Investment Partners, LLC | 18 | 18 | 0.01% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Bath Savings Trust Co | 17 | 1 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q4 2022 | 18 |
MBM Wealth Consultants, LLC | 18 | 18 | 0.05% | 0.06% | 0.07% | Q4 2018 | Q1 2023 | 18 |
Nelson Capital Management, LLC | 15 | 3 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2019 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2014 | 18 |
Principal Street Partners, LLC | 18 | 18 | 0.06% | 0.17% | 0.43% | Q2 2019 | Q3 2023 | 18 |
Full Sail Capital, LLC | 15 | 3 | 0.02% | 0.06% | 0.23% | Q4 2018 | Q3 2023 | 18 |
GREAT VALLEY ADVISOR GROUP, INC. | 18 | 18 | 0.11% | 0.24% | 0.32% | Q2 2019 | Q3 2023 | 18 |
QCI ASSET MANAGEMENT INC/NY | 11 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2019 | 18 |
Tranquility Partners, LLC | 18 | 18 | 1.16% | 1.57% | 1.93% | Q2 2019 | Q3 2023 | 18 |
Guinness Atkinson Asset Management Inc | 18 | 18 | 0.24% | 0.32% | 0.39% | Q2 2019 | Q3 2023 | 18 |
MidWestOne Financial Group, Inc. | 18 | 18 | 0.14% | 0.21% | 0.29% | Q2 2019 | Q3 2023 | 18 |
Sonora Investment Management, LLC | 17 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2021 | 18 |
V Wealth Advisors LLC | 18 | 18 | 0.05% | 0.12% | 0.22% | Q1 2019 | Q2 2023 | 18 |
OAKBROOK INVESTMENTS LLC | 6 | 2 | 0.03% | 0.13% | 0.24% | Q2 2013 | Q4 2019 | 18 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 8 | 4 | 0.14% | 0.30% | 0.41% | Q2 2015 | Q1 2022 | 18 |
SWS Partners | 11 | 2 | 0.00% | 1.29% | 2.17% | Q4 2017 | Q3 2023 | 18 |
CEDAR HILL ASSOCIATES, LLC | 12 | 6 | 0.04% | 1.39% | 2.62% | Q2 2013 | Q4 2018 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.06% | 0.10% | 0.12% | Q2 2019 | Q3 2023 | 18 |
Assenagon Asset Management S.A. | 14 | 1 | 0.01% | 0.15% | 0.67% | Q3 2017 | Q3 2023 | 18 |
SIGNET FINANCIAL MANAGEMENT, LLC | 10 | 7 | 0.04% | 0.21% | 0.37% | Q2 2017 | Q4 2021 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Origin Asset Management LLP | 9 | 2 | 0.18% | 1.32% | 2.58% | Q2 2013 | Q2 2021 | 17 |
Natixis Investment Managers International | 12 | 2 | 0.01% | 0.05% | 0.10% | Q4 2014 | Q2 2022 | 17 |
EVOKE WEALTH, LLC | 17 | 17 | 0.01% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
SIMON QUICK ADVISORS, LLC | 12 | 1 | 0.00% | 0.03% | 0.10% | Q4 2016 | Q1 2022 | 17 |
Red Spruce Capital, LLC | 17 | 17 | 1.17% | 1.39% | 1.58% | Q4 2019 | Q4 2023 | 17 |
CrestPoint Capital Management, LLC | 17 | 17 | 0.13% | 0.21% | 0.44% | Q4 2013 | Q4 2017 | 17 |
Heard Capital LLC | 16 | 16 | 0.08% | 6.71% | 9.21% | Q4 2019 | Q3 2023 | 17 |
RFG Advisory, LLC | 16 | 1 | 0.05% | 0.10% | 0.16% | Q1 2018 | Q3 2023 | 17 |
PFS INVESTMENTS INC. | 17 | 17 | 0.09% | 0.34% | 0.84% | Q2 2019 | Q2 2023 | 17 |
Otter Creek Advisors, LLC | 17 | 17 | 1.25% | 3.03% | 7.30% | Q4 2015 | Q4 2019 | 17 |
Traynor Capital Management, Inc. | 14 | 2 | 0.00% | 0.20% | 0.34% | Q4 2018 | Q3 2023 | 17 |
Diversified Trust Co | 17 | 17 | 0.02% | 0.05% | 0.16% | Q4 2019 | Q4 2023 | 17 |
Asset Dedication, LLC | 17 | 17 | 0.01% | 0.08% | 0.14% | Q3 2019 | Q3 2023 | 17 |
Avidian Wealth Solutions, LLC | 16 | 1 | 0.04% | 0.05% | 0.07% | Q3 2018 | Q3 2023 | 17 |
LMCG INVESTMENTS, LLC | 10 | 7 | 0.03% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 17 |
ZEKE CAPITAL ADVISORS, LLC | 13 | 4 | 0.04% | 0.11% | 0.19% | Q4 2016 | Q4 2022 | 17 |
iAB Financial Bank | 17 | 17 | 0.25% | 0.59% | 1.06% | Q2 2013 | Q2 2017 | 17 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 17 | 0.00% | 0.09% | 0.20% | Q2 2017 | Q2 2021 | 17 |
Edgestream Partners, L.P. | 5 | 2 | 0.01% | 0.23% | 1.25% | Q1 2018 | Q3 2023 | 17 |
Community Capital Management, LLC | 17 | 17 | 0.70% | 1.60% | 2.22% | Q3 2019 | Q3 2023 | 17 |
FIC CAPITAL INC | 17 | 17 | 0.22% | 0.51% | 0.68% | Q3 2013 | Q3 2017 | 17 |
Altium Wealth Management LLC | 17 | 17 | 0.05% | 0.22% | 0.32% | Q2 2018 | Q2 2022 | 17 |
Richard P Slaughter Associates Inc | 17 | 17 | 0.48% | 0.68% | 0.85% | Q4 2019 | Q4 2023 | 17 |
Cohen Klingenstein LLC | 17 | 17 | 0.06% | 0.07% | 0.08% | Q3 2019 | Q3 2023 | 17 |
Gilbert & Cook, Inc. | 16 | 1 | 0.06% | 0.12% | 0.15% | Q2 2017 | Q3 2023 | 17 |
Archer Investment Corp | 15 | 2 | 0.01% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 17 |
Mechanics Bank Trust Department | 17 | 17 | 0.08% | 0.32% | 0.58% | Q3 2019 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.04% | 0.05% | 0.06% | Q1 2018 | Q1 2022 | 17 |
APPLETON PARTNERS INC/MA | 17 | 17 | 0.06% | 0.11% | 0.16% | Q3 2015 | Q3 2019 | 17 |
Qube Research & Technologies Ltd | 7 | 1 | 0.04% | 0.21% | 0.63% | Q1 2018 | Q3 2023 | 17 |
Investors Research Corp | 17 | 17 | 0.01% | 0.11% | 0.29% | Q3 2019 | Q3 2023 | 17 |
Hotaling Investment Management, LLC | 17 | 17 | 1.58% | 2.06% | 2.40% | Q4 2018 | Q4 2022 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.05% | 0.10% | 0.13% | Q2 2013 | Q2 2017 | 17 |
TORRAY INVESTMENT PARTNERS LLC | 17 | 17 | 1.12% | 2.15% | 3.14% | Q3 2014 | Q3 2018 | 17 |
Legacy Financial Advisors, Inc. | 11 | 6 | 0.01% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 17 |
1st Global Advisors, Inc. | 17 | 17 | 0.09% | 0.19% | 0.31% | Q2 2013 | Q2 2017 | 17 |
Wealthspire Advisors, LLC | 16 | 1 | 0.01% | 0.03% | 0.07% | Q4 2018 | Q3 2023 | 17 |
Magnus Financial Group LLC | 14 | 3 | 0.03% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.11% | 0.15% | 0.19% | Q2 2013 | Q2 2017 | 17 |
Allred Capital Management, LLC | 8 | 4 | 0.10% | 0.14% | 0.17% | Q4 2018 | Q2 2023 | 17 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.02% | 0.16% | Q3 2015 | Q2 2023 | 17 |
Sound Income Strategies, LLC | 15 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 17 |
First Western Capital Management Co | 17 | 17 | 1.31% | 2.11% | 2.90% | Q4 2013 | Q4 2017 | 17 |
Echo Street Capital Management LLC | 8 | 1 | 0.00% | 0.20% | 0.86% | Q1 2014 | Q3 2023 | 17 |
Traverso Chambers Private Wealth Management, LLC | 16 | 1 | 0.09% | 0.14% | 0.17% | Q2 2019 | Q3 2023 | 17 |
BREITER CAPITAL MANAGEMENT INC | 13 | 4 | 0.74% | 0.97% | 1.57% | Q4 2017 | Q1 2022 | 17 |
Empirical Finance, LLC | 16 | 1 | 0.02% | 0.19% | 0.28% | Q4 2016 | Q3 2023 | 17 |
SEEYOND | 17 | 17 | 0.01% | 0.06% | 0.22% | Q4 2018 | Q4 2022 | 17 |
Sullivan, Bruyette, Speros & Blaney, LLC | 17 | 17 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q1 2021 | 17 |
Inscription Capital, LLC | 14 | 3 | 0.08% | 0.57% | 1.14% | Q4 2018 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q2 2017 | 17 |
Simplicity Solutions, LLC | 14 | 1 | 0.00% | 0.13% | 0.57% | Q4 2015 | Q3 2023 | 17 |
Saturna Capital CORP | 12 | 5 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q2 2021 | 17 |
Ilmarinen Mutual Pension Insurance Co | 17 | 17 | 0.18% | 0.25% | 0.31% | Q3 2019 | Q3 2023 | 17 |
LMR Partners LLP | 4 | 1 | 0.01% | 0.17% | 0.74% | Q4 2014 | Q2 2023 | 17 |
HOLLAND CAPITAL MANAGEMENT LLC | 17 | 17 | 1.24% | 1.60% | 1.99% | Q2 2013 | Q2 2017 | 17 |
Faithward Advisors, LLC | 17 | 17 | 0.16% | 0.30% | 0.54% | Q3 2019 | Q3 2023 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.07% | 0.12% | 0.18% | Q1 2018 | Q1 2022 | 17 |
MILES CAPITAL, INC. | 16 | 1 | 0.16% | 0.96% | 1.55% | Q1 2015 | Q1 2020 | 17 |
Geneva Advisors, LLC | 17 | 17 | 0.02% | 0.22% | 0.53% | Q2 2013 | Q2 2017 | 17 |
LAKE STREET FINANCIAL LLC | 16 | 16 | 0.10% | 0.18% | 0.25% | Q4 2019 | Q3 2023 | 16 |
Buckley Wealth Management, LLC | 9 | 7 | 0.06% | 0.16% | 0.23% | Q4 2017 | Q3 2023 | 16 |
PAX Financial Group, LLC | 16 | 16 | 0.14% | 0.18% | 0.21% | Q4 2019 | Q3 2023 | 16 |
ASPIRIANT, LLC | 7 | 1 | 0.01% | 0.04% | 0.10% | Q1 2016 | Q3 2023 | 16 |
Koshinski Asset Management, Inc. | 16 | 16 | 0.04% | 0.09% | 0.14% | Q4 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Argent Advisors, Inc. | 16 | 16 | 0.39% | 0.76% | 1.09% | Q4 2019 | Q3 2023 | 16 |
Interval Partners, LP | 3 | 1 | 0.09% | 0.22% | 0.50% | Q2 2014 | Q3 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.03% | 0.11% | 0.27% | Q2 2013 | Q1 2017 | 16 |
Vident Investment Advisory, LLC | 14 | 2 | 0.00% | 0.23% | 0.68% | Q2 2015 | Q2 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.07% | 0.32% | 0.55% | Q4 2019 | Q3 2023 | 16 |
EDGE ASSET MANAGEMENT, INC | 16 | 16 | 1.06% | 1.22% | 1.42% | Q2 2013 | Q1 2017 | 16 |
NORTHERN CAPITAL MANAGEMENT LLC | 14 | 2 | 0.22% | 0.44% | 0.81% | Q3 2013 | Q4 2018 | 16 |
DELTA LLOYD NV | 16 | 16 | 0.02% | 0.08% | 0.20% | Q2 2013 | Q1 2017 | 16 |
Ziegler Capital Management, LLC | 15 | 1 | 0.20% | 0.56% | 1.07% | Q2 2013 | Q3 2023 | 16 |
Handelsbanken Fonder AB | 14 | 1 | 0.01% | 0.13% | 0.16% | Q4 2015 | Q3 2023 | 16 |
MATTERN CAPITAL MANAGEMENT, LLC | 16 | 16 | 1.10% | 1.28% | 1.51% | Q4 2019 | Q3 2023 | 16 |
Lumina Fund Management LLC | 12 | 1 | 0.07% | 0.64% | 0.90% | Q3 2014 | Q4 2019 | 16 |
EPG Wealth Management LLC | 16 | 16 | 0.10% | 0.33% | 0.52% | Q4 2019 | Q3 2023 | 16 |
Chronos Wealth Management, LLC | 16 | 16 | 1.32% | 1.47% | 1.65% | Q4 2019 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.05% | 0.10% | 0.18% | Q4 2019 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.02% | 0.11% | 0.28% | Q4 2019 | Q3 2023 | 16 |
LAU ASSOCIATES LLC | 16 | 16 | 0.21% | 0.32% | 0.43% | Q3 2015 | Q2 2019 | 16 |
BOYS ARNOLD & CO INC | 16 | 16 | 0.03% | 0.05% | 0.08% | Q2 2016 | Q1 2020 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.07% | 0.09% | 0.10% | Q4 2019 | Q3 2023 | 16 |
HBC Financial Services, PLLC | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
First Pacific Advisors, LP | 11 | 1 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q2 2023 | 16 |
Aberdeen Wealth Management LLC | 16 | 16 | 0.24% | 0.37% | 0.53% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.06% | 0.20% | 0.30% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.02% | 0.06% | 0.16% | Q4 2019 | Q3 2023 | 16 |
Madison Asset Management, LLC | 16 | 16 | 0.57% | 0.73% | 0.87% | Q4 2019 | Q3 2023 | 16 |
Beutel, Goodman & Co Ltd. | 9 | 7 | 0.01% | 0.94% | 1.50% | Q4 2018 | Q3 2023 | 16 |
King Wealth Management Group | 14 | 2 | 0.08% | 0.16% | 0.26% | Q1 2018 | Q3 2023 | 16 |
HOHIMER WEALTH MANAGEMENT, LLC | 16 | 16 | 0.17% | 0.56% | 0.79% | Q4 2019 | Q3 2023 | 16 |
9258 Wealth Management, LLC | 16 | 16 | 0.26% | 0.36% | 0.47% | Q4 2019 | Q3 2023 | 16 |
Parcion Private Wealth LLC | 16 | 16 | 0.36% | 0.58% | 0.78% | Q4 2019 | Q3 2023 | 16 |
Ellevest, Inc. | 12 | 4 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q1 2023 | 16 |
I.G. INVESTMENT MANAGEMENT, LTD. | 8 | 3 | 0.00% | 0.11% | 0.47% | Q2 2013 | Q3 2017 | 16 |
Moloney Securities Asset Management, LLC | 15 | 1 | 0.13% | 0.32% | 0.56% | Q2 2017 | Q3 2023 | 16 |
HighTower Trust Company, N.A. | 16 | 16 | 0.69% | 1.14% | 2.14% | Q2 2019 | Q1 2023 | 16 |
Marks Group Wealth Management, Inc | 16 | 16 | 0.05% | 0.12% | 0.25% | Q4 2019 | Q3 2023 | 16 |
CARRET ASSET MANAGEMENT, LLC | 8 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q2 2023 | 16 |
Beaumont Asset Management, L.L.C. | 16 | 16 | 1.20% | 1.92% | 2.49% | Q4 2019 | Q3 2023 | 16 |
Mattern Wealth Management LLC | 16 | 16 | 0.64% | 0.76% | 1.01% | Q4 2019 | Q3 2023 | 16 |
GLG LLC | 16 | 16 | 0.08% | 0.15% | 0.21% | Q1 2014 | Q4 2017 | 16 |
STRATEGY ASSET MANAGERS LLC | 10 | 1 | 0.02% | 0.09% | 0.12% | Q1 2019 | Q3 2023 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 16 | 16 | 0.00% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
SPRENG CAPITAL MANAGEMENT, INC. | 16 | 16 | 0.62% | 1.01% | 1.30% | Q4 2019 | Q3 2023 | 16 |
Venture Visionary Partners LLC | 16 | 16 | 0.27% | 0.38% | 0.48% | Q4 2019 | Q3 2023 | 16 |
Janney Capital Management LLC | 16 | 16 | 0.02% | 0.14% | 0.28% | Q3 2019 | Q2 2023 | 16 |
Symmetry Partners, LLC | 16 | 16 | 0.03% | 0.08% | 0.14% | Q1 2020 | Q4 2023 | 16 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 0.03% | 0.05% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Benson Investment Management Company, Inc. | 16 | 16 | 2.20% | 2.56% | 2.87% | Q4 2018 | Q3 2022 | 16 |
Amica Retiree Medical Trust | 9 | 7 | 0.22% | 0.48% | 1.20% | Q4 2013 | Q3 2023 | 16 |
NOESIS CAPITAL MANGEMENT CORP | 16 | 16 | 0.26% | 0.29% | 0.32% | Q4 2019 | Q3 2023 | 16 |
First Command Bank | 10 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2023 | 16 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 8 | 2 | 0.02% | 0.08% | 0.18% | Q2 2013 | Q1 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Cranbrook Wealth Management, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
AGRAN LIBBIE | 16 | 16 | 1.43% | 1.64% | 2.00% | Q2 2013 | Q1 2017 | 16 |
BOK Financial Private Wealth, Inc. | 16 | 16 | 0.06% | 0.24% | 0.38% | Q4 2019 | Q3 2023 | 16 |
Hummer Financial Advisory Services Inc | 16 | 16 | 0.49% | 0.55% | 0.62% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.63% | 0.78% | 0.94% | Q4 2019 | Q3 2023 | 16 |
Great Diamond Partners, LLC | 16 | 16 | 0.56% | 0.74% | 0.91% | Q4 2019 | Q3 2023 | 16 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 16 | 16 | 0.14% | 0.15% | 0.18% | Q2 2013 | Q1 2017 | 16 |
Laidlaw Wealth Management LLC | 16 | 16 | 0.08% | 0.13% | 0.17% | Q4 2019 | Q3 2023 | 16 |
CX Institutional | 11 | 1 | 0.00% | 0.03% | 0.33% | Q1 2019 | Q3 2023 | 16 |
Integrated Wealth Concepts LLC | 14 | 2 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 16 |
Avondale Wealth Management | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2021 | 16 |
Teamwork Financial Advisors, LLC | 16 | 16 | 0.10% | 0.36% | 1.65% | Q4 2019 | Q3 2023 | 16 |
Gleason Group, Inc. | 16 | 16 | 0.09% | 0.13% | 0.16% | Q4 2019 | Q3 2023 | 16 |
Carl P. Sherr & Co., LLC | 16 | 16 | 0.45% | 0.55% | 0.71% | Q4 2019 | Q3 2023 | 16 |
SANDERS MORRIS HARRIS LLC | 14 | 2 | 0.05% | 0.17% | 0.33% | Q2 2019 | Q3 2023 | 16 |
Stokes Family Office, LLC | 16 | 16 | 0.46% | 0.59% | 0.73% | Q4 2019 | Q3 2023 | 16 |
Kelman-Lazarov, Inc. | 16 | 16 | 0.16% | 0.28% | 0.35% | Q1 2016 | Q4 2019 | 16 |
Investment Research & Advisory Group, Inc. | 16 | 16 | 1.52% | 2.24% | 2.63% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.01% | 0.06% | 0.11% | Q4 2019 | Q3 2023 | 16 |
WINMILL & CO. INC | 16 | 16 | 0.88% | 1.24% | 1.61% | Q3 2019 | Q2 2023 | 16 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.26% | 0.32% | 0.38% | Q4 2019 | Q3 2023 | 16 |
BENJAMIN EDWARDS INC | 14 | 2 | 0.02% | 0.21% | 0.50% | Q1 2019 | Q3 2023 | 16 |
Procyon Advisors, LLC | 16 | 16 | 0.01% | 0.13% | 0.22% | Q4 2019 | Q3 2023 | 16 |
M&G INVESTMENT MANAGEMENT LTD | 16 | 16 | 0.12% | 0.46% | 0.90% | Q4 2019 | Q3 2023 | 16 |
WMS Partners, LLC | 16 | 16 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.05% | 0.08% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Certified Advisory Corp | 11 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q1 2023 | 16 |
Wellington Shields & Co., LLC | 15 | 1 | 0.11% | 0.32% | 1.38% | Q3 2019 | Q3 2023 | 16 |
Rampart Investment Management Company, LLC | 16 | 16 | 0.05% | 0.18% | 0.36% | Q3 2016 | Q2 2020 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.15% | 0.60% | Q4 2019 | Q3 2023 | 16 |
Capital Asset Advisory Services LLC | 16 | 16 | 0.04% | 0.09% | 0.14% | Q4 2019 | Q3 2023 | 16 |
FLC Capital Advisors | 14 | 1 | 0.06% | 0.13% | 0.25% | Q4 2018 | Q4 2022 | 15 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12 | 1 | 0.10% | 0.17% | 0.36% | Q2 2018 | Q3 2023 | 15 |
BROOKTREE CAPITAL MANAGEMENT | 15 | 15 | 0.17% | 1.11% | 2.48% | Q4 2019 | Q2 2023 | 15 |
INVESTMENT ADVISORY SERVICES INC /TX /ADV | 10 | 5 | 0.87% | 1.37% | 1.75% | Q4 2019 | Q3 2023 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.00% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Reynders McVeigh Capital Management, LLC | 12 | 3 | 0.02% | 0.06% | 0.11% | Q1 2016 | Q1 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.06% | 0.08% | 0.10% | Q1 2020 | Q3 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.10% | 0.11% | 0.13% | Q2 2013 | Q4 2016 | 15 |
Covenant Multifamily Offices, LLC | 8 | 1 | 0.03% | 0.92% | 2.19% | Q4 2016 | Q3 2021 | 15 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.03% | 0.23% | 1.12% | Q2 2012 | Q3 2023 | 15 |
Column Capital Advisors, LLC | 9 | 6 | 0.00% | 0.42% | 1.10% | Q4 2019 | Q3 2023 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.24% | 0.30% | 0.35% | Q3 2016 | Q1 2020 | 15 |
Daniel Devine & Co | 15 | 15 | 1.12% | 1.32% | 1.53% | Q4 2014 | Q2 2018 | 15 |
Capital Research Global Investors | 14 | 1 | 0.04% | 0.23% | 0.57% | Q3 2013 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q4 2016 | 15 |
Fosun International Ltd | 8 | 1 | 0.02% | 0.19% | 0.76% | Q3 2018 | Q3 2023 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.15% | 0.22% | 0.30% | Q1 2020 | Q3 2023 | 15 |
QVR LLC | 6 | 6 | 0.01% | 0.07% | 0.17% | Q2 2021 | Q3 2022 | 15 |
Columbia Trust Co 01012016 | 12 | 3 | 0.26% | 1.04% | 1.40% | Q4 2019 | Q3 2023 | 15 |
Robertson Stephens Wealth Management, LLC | 15 | 15 | 0.05% | 0.19% | 0.42% | Q1 2020 | Q3 2023 | 15 |
Keebeck Wealth Management, LLC | 11 | 4 | 0.03% | 0.13% | 0.22% | Q4 2019 | Q3 2023 | 15 |
Stratos Investment Management, LLC | 15 | 15 | 0.11% | 0.24% | 0.31% | Q1 2020 | Q3 2023 | 15 |
SIT INVESTMENT ASSOCIATES INC | 15 | 15 | 0.00% | 0.09% | 0.25% | Q1 2020 | Q3 2023 | 15 |
Bridgewater Associates | 7 | 1 | 0.00% | 0.11% | 0.31% | Q2 2013 | Q4 2022 | 15 |
CORNERCAP INVESTMENT COUNSEL INC | 7 | 1 | 0.03% | 0.27% | 0.52% | Q1 2015 | Q2 2022 | 15 |
Platte River Wealth Advisors, LLC | 14 | 1 | 0.41% | 0.52% | 0.61% | Q4 2019 | Q3 2023 | 15 |
NEXT CENTURY GROWTH INVESTORS LLC | 15 | 15 | 0.01% | 0.01% | 0.03% | Q1 2014 | Q3 2017 | 15 |
Avion Wealth | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Americana Partners, LLC | 11 | 4 | 0.04% | 0.19% | 0.40% | Q4 2019 | Q3 2023 | 15 |
Solstein Capital, LLC | 11 | 4 | 0.07% | 0.14% | 0.28% | Q4 2019 | Q3 2023 | 15 |
Bank OZK | 12 | 3 | 0.08% | 0.77% | 1.09% | Q4 2017 | Q3 2023 | 15 |
Estabrook Capital Management | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q4 2018 | 15 |
Old North State Trust, LLC | 6 | 3 | 0.04% | 0.08% | 0.14% | Q3 2018 | Q1 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.09% | 0.10% | 0.11% | Q2 2013 | Q4 2016 | 15 |
YHB Investment Advisors, Inc. | 15 | 15 | 0.07% | 0.16% | 0.21% | Q1 2020 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.05% | 0.07% | 0.08% | Q3 2011 | Q3 2015 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.16% | 0.18% | 0.19% | Q2 2013 | Q4 2016 | 15 |
Verity Asset Management, Inc. | 7 | 4 | 0.16% | 0.30% | 0.54% | Q4 2017 | Q2 2023 | 15 |
Trust Asset Management LLC | 14 | 1 | 0.02% | 0.12% | 0.16% | Q2 2018 | Q3 2023 | 15 |
Wealth Alliance | 15 | 15 | 0.04% | 0.13% | 0.18% | Q1 2020 | Q3 2023 | 15 |
PacWest Financial Management Inc | 15 | 15 | 0.38% | 1.20% | 1.70% | Q2 2013 | Q4 2016 | 15 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 9 | 6 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q1 2021 | 15 |
Rock Creek Group, LP | 14 | 1 | 0.01% | 0.09% | 0.76% | Q4 2018 | Q3 2023 | 15 |
Hilton Capital Management, LLC | 12 | 1 | 0.02% | 0.06% | 0.09% | Q2 2016 | Q1 2022 | 15 |
Spectrum Management Group, LLC | 15 | 15 | 0.00% | 0.85% | 1.71% | Q1 2019 | Q3 2022 | 15 |
Alyeska Investment Group, L.P. | 7 | 1 | 0.01% | 0.19% | 0.54% | Q1 2016 | Q2 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.12% | 0.17% | 0.19% | Q2 2013 | Q4 2016 | 15 |
Calvert Investment Management, Inc. | 15 | 15 | 0.03% | 0.09% | 0.14% | Q2 2013 | Q4 2016 | 15 |
Platform Technology Partners | 10 | 5 | 0.13% | 0.17% | 0.21% | Q4 2019 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.03% | 0.19% | 0.47% | Q1 2020 | Q3 2023 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.18% | 0.20% | 0.22% | Q2 2013 | Q4 2016 | 15 |
Leelyn Smith, LLC | 15 | 15 | 0.04% | 0.38% | 0.87% | Q4 2019 | Q2 2023 | 15 |
Tandem Investment Advisors, Inc. | 15 | 15 | 2.30% | 2.95% | 3.87% | Q1 2020 | Q3 2023 | 15 |
Cadence Bank | 10 | 5 | 0.03% | 0.48% | 1.34% | Q4 2017 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.06% | 0.06% | 0.08% | Q2 2016 | Q4 2019 | 15 |
InterOcean Capital, LLC | 15 | 15 | 0.51% | 1.15% | 1.75% | Q4 2016 | Q2 2020 | 15 |
J. W. Coons Advisors, LLC | 15 | 15 | 0.53% | 0.72% | 0.88% | Q1 2020 | Q3 2023 | 15 |
Fluent Financial, LLC | 15 | 15 | 0.67% | 0.95% | 1.24% | Q4 2017 | Q2 2021 | 15 |
BEACON TRUST CO | 14 | 1 | 0.05% | 0.22% | 0.46% | Q1 2013 | Q1 2017 | 15 |
ARS Investment Partners, LLC | 15 | 15 | 0.74% | 0.83% | 0.94% | Q1 2020 | Q3 2023 | 15 |
IEQ CAPITAL, LLC | 11 | 4 | 0.06% | 0.09% | 0.15% | Q4 2019 | Q3 2023 | 15 |
Krilogy Financial LLC | 10 | 1 | 0.00% | 0.09% | 0.15% | Q3 2017 | Q4 2022 | 15 |
Weaver C. Barksdale & Associates, Inc. | 15 | 15 | 0.60% | 1.18% | 1.97% | Q2 2014 | Q4 2017 | 15 |
KLINGENSTEIN FIELDS & CO LP | 6 | 1 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q4 2022 | 15 |
TRANSCEND CAPITAL ADVISORS, LLC | 13 | 2 | 0.22% | 0.39% | 0.68% | Q4 2019 | Q3 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.06% | 0.09% | 0.12% | Q1 2020 | Q3 2023 | 15 |
Hirtle Callaghan & Co LLC | 6 | 1 | 0.00% | 0.10% | 0.25% | Q3 2013 | Q1 2023 | 15 |
First Command Financial Services, Inc. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2023 | 15 |
FORSTA AP-FONDEN | 15 | 15 | 0.19% | 0.30% | 0.40% | Q1 2020 | Q3 2023 | 15 |
Shepherd Financial Partners LLC | 15 | 15 | 0.25% | 0.39% | 0.53% | Q1 2020 | Q3 2023 | 15 |
Biltmore Family Office, LLC | 14 | 1 | 0.05% | 0.08% | 0.12% | Q4 2019 | Q3 2023 | 15 |
IMPAX ASSET MANAGEMENT LLC | 12 | 3 | 0.28% | 1.60% | 2.40% | Q2 2013 | Q2 2018 | 15 |
Altshuler Shaham Ltd | 15 | 15 | 0.01% | 1.36% | 5.96% | Q1 2020 | Q3 2023 | 15 |
Virtus Fund Advisers, LLC | 15 | 15 | 0.22% | 0.59% | 1.16% | Q2 2014 | Q4 2017 | 15 |
Capital Bank & Trust Co | 12 | 3 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2021 | 15 |
BREMER TRUST NATIONAL ASSOCIATION | 15 | 15 | 0.18% | 0.72% | 1.04% | Q2 2015 | Q4 2018 | 15 |
Grove Bank & Trust | 10 | 1 | 0.00% | 0.04% | 0.07% | Q4 2015 | Q3 2023 | 15 |
Convergence Investment Partners, LLC | 8 | 1 | 0.02% | 0.12% | 0.18% | Q1 2014 | Q1 2022 | 15 |
FRIESS ASSOCIATES LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 12 | 3 | 0.22% | 1.16% | 1.77% | Q3 2019 | Q3 2023 | 15 |
Hilltop Holdings Inc. | 10 | 2 | 0.02% | 0.07% | 0.10% | Q4 2016 | Q1 2023 | 15 |
AEGON ASSET MANAGEMENT UK PLC | 14 | 14 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q2 2023 | 14 |
SFMG, LLC | 14 | 14 | 0.10% | 0.22% | 0.31% | Q2 2020 | Q3 2023 | 14 |
Clarus Wealth Advisors | 14 | 14 | 0.10% | 0.27% | 0.58% | Q2 2018 | Q3 2021 | 14 |
Thomas J. Herzfeld Advisors, Inc. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
BRINKER CAPITAL INC | 12 | 2 | 0.10% | 0.16% | 0.29% | Q4 2016 | Q2 2020 | 14 |
Jackson, Grant Investment Advisers, Inc. | 11 | 3 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 14 |
THOMPSON DAVIS & CO., INC. | 11 | 3 | 0.03% | 0.05% | 0.07% | Q4 2013 | Q3 2017 | 14 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 14 | 14 | 0.00% | 0.06% | 0.26% | Q2 2020 | Q3 2023 | 14 |
MONTAG A & ASSOCIATES INC | 12 | 2 | 0.01% | 0.03% | 0.15% | Q3 2018 | Q3 2023 | 14 |
Krane Funds Advisors LLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q1 2023 | 14 |
Virtu Financial LLC | 4 | 1 | 0.02% | 0.22% | 0.65% | Q4 2016 | Q3 2023 | 14 |
BRR OpCo, LLC | 14 | 14 | 0.12% | 0.20% | 0.27% | Q2 2019 | Q3 2022 | 14 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Illinois Municipal Retirement Fund | 14 | 14 | 0.04% | 0.17% | 0.51% | Q2 2020 | Q3 2023 | 14 |
MinichMacGregor Wealth Management, LLC | 12 | 1 | 0.00% | 0.07% | 0.55% | Q1 2016 | Q4 2022 | 14 |
NICHOLAS COMPANY, INC. | 14 | 14 | 0.08% | 0.10% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Palisade Asset Management, LLC | 14 | 14 | 0.72% | 0.93% | 1.07% | Q2 2020 | Q3 2023 | 14 |
Vectors Research Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q2 2022 | 14 |
Gilman Hill Asset Management, LLC | 11 | 3 | 0.08% | 0.22% | 0.35% | Q2 2013 | Q4 2016 | 14 |
Capula Management Ltd | 4 | 1 | 0.01% | 0.10% | 0.50% | Q2 2020 | Q1 2023 | 14 |
J.W. COLE ADVISORS, INC. | 13 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 14 |
Walleye Capital LLC | 4 | 1 | 0.00% | 0.03% | 0.09% | Q2 2019 | Q3 2023 | 14 |
Moisand Fitzgerald Tamayo, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 14 |
AMG National Trust Bank | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
ACIMA PRIVATE WEALTH, LLC | 14 | 14 | 0.13% | 0.14% | 0.15% | Q4 2018 | Q1 2022 | 14 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.02% | 0.09% | Q1 2013 | Q3 2023 | 14 |
Aureus Asset Management, LLC | 10 | 4 | 0.03% | 0.05% | 0.16% | Q1 2018 | Q3 2023 | 14 |
TOTH FINANCIAL ADVISORY CORP | 14 | 14 | 0.01% | 0.67% | 0.82% | Q2 2020 | Q3 2023 | 14 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 7 | 1 | 0.00% | 0.06% | 0.14% | Q3 2016 | Q4 2021 | 14 |
DIVIDEND ASSETS CAPITAL, LLC | 14 | 14 | 0.20% | 0.63% | 0.95% | Q2 2020 | Q3 2023 | 14 |
PagnatoKarp Partners LLC | 14 | 14 | 0.11% | 0.17% | 0.33% | Q4 2016 | Q1 2020 | 14 |
Sterling Capital Management LLC | 6 | 1 | 0.00% | 0.25% | 1.18% | Q1 2013 | Q3 2018 | 14 |
TIEMANN INVESTMENT ADVISORS, LLC | 14 | 14 | 0.13% | 0.16% | 0.19% | Q2 2020 | Q3 2023 | 14 |
Qtron Investments LLC | 14 | 14 | 0.05% | 0.19% | 0.29% | Q2 2020 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.09% | 0.16% | 0.21% | Q2 2020 | Q3 2023 | 14 |
Winch Advisory Services, LLC | 12 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 14 |
Miracle Mile Advisors, LLC | 13 | 1 | 0.02% | 0.05% | 0.11% | Q1 2020 | Q3 2023 | 14 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 10 | 4 | 0.04% | 0.33% | 0.76% | Q2 2013 | Q4 2016 | 14 |
BI Asset Management Fondsmaeglerselskab A/S | 14 | 14 | 0.06% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 14 |
GUARDIAN CAPITAL LP | 11 | 1 | 0.01% | 0.09% | 0.20% | Q2 2013 | Q2 2018 | 14 |
Centiva Capital, LP | 4 | 1 | 0.00% | 0.04% | 0.21% | Q1 2020 | Q3 2023 | 14 |
COOKSON PEIRCE & CO INC | 7 | 3 | 0.04% | 1.18% | 2.85% | Q2 2013 | Q4 2021 | 14 |
Live Oak Private Wealth LLC | 14 | 14 | 0.07% | 0.14% | 0.20% | Q2 2020 | Q3 2023 | 14 |
WealthPLAN Partners, LLC | 8 | 1 | 0.01% | 0.06% | 0.11% | Q1 2015 | Q2 2023 | 14 |
JANICZEK WEALTH MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
ARGENT CAPITAL MANAGEMENT LLC | 14 | 14 | 0.47% | 0.62% | 0.87% | Q2 2020 | Q3 2023 | 14 |
Tortoise Investment Management, LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 14 |
BANCORPSOUTH INC | 14 | 14 | 0.10% | 0.31% | 0.51% | Q2 2014 | Q3 2017 | 14 |
Temasek Holdings (Private) Ltd | 14 | 14 | 14.92% | 17.90% | 21.09% | Q2 2020 | Q3 2023 | 14 |
Point72 Asset Management, L.P. | 6 | 1 | 0.00% | 0.06% | 0.24% | Q2 2017 | Q3 2023 | 14 |
RKL Wealth Management LLC | 14 | 14 | 0.15% | 0.29% | 0.38% | Q4 2016 | Q1 2020 | 14 |
DEERE & CO | 14 | 14 | 0.16% | 0.18% | 0.20% | Q2 2013 | Q3 2016 | 14 |
Regent Peak Wealth Advisors LLC | 14 | 14 | 0.09% | 0.10% | 0.12% | Q2 2020 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.01% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Probity Advisors, Inc. | 8 | 2 | 0.06% | 0.13% | 0.18% | Q4 2019 | Q3 2023 | 14 |
RMR Wealth Builders | 7 | 1 | 0.19% | 0.34% | 0.77% | Q4 2019 | Q3 2023 | 14 |
TFG Advisers LLC | 13 | 1 | 0.08% | 0.21% | 0.26% | Q4 2019 | Q3 2023 | 14 |
Cable Hill Partners, LLC | 9 | 1 | 0.00% | 0.04% | 0.13% | Q3 2016 | Q1 2022 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q1 2019 | 14 |
Cornerstone Wealth Management, LLC | 7 | 1 | 0.00% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 14 |
Invst, LLC | 14 | 14 | 0.11% | 0.19% | 0.23% | Q2 2020 | Q3 2023 | 14 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2016 | 14 |
Prudent Man Advisors, LLC | 14 | 14 | 0.60% | 0.77% | 1.50% | Q2 2020 | Q3 2023 | 14 |
FormulaFolio Investments, LLC | 11 | 3 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q2 2021 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.72% | 0.87% | 0.94% | Q2 2013 | Q3 2016 | 14 |
Dakota Wealth Management | 12 | 1 | 0.04% | 0.12% | 0.21% | Q2 2018 | Q3 2023 | 14 |
AlphaCrest Capital Management LLC | 6 | 2 | 0.02% | 0.08% | 0.21% | Q4 2018 | Q3 2022 | 14 |
CI Global Investments Inc. | 14 | 14 | 0.05% | 0.14% | 0.33% | Q2 2013 | Q3 2016 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.05% | 0.18% | 0.40% | Q2 2013 | Q3 2016 | 14 |
LAKE STREET ADVISORS GROUP, LLC | 11 | 3 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q2 2021 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.01% | 0.06% | 0.11% | Q2 2013 | Q3 2016 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
SeaTown Holdings Pte. Ltd. | 14 | 14 | 0.20% | 1.49% | 2.81% | Q2 2020 | Q3 2023 | 14 |
Crewe Advisors LLC | 7 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q2 2023 | 14 |
Quadrature Capital Ltd | 6 | 1 | 0.06% | 0.43% | 1.16% | Q4 2016 | Q2 2023 | 14 |
Security National Bank | 13 | 13 | 1.00% | 1.46% | 1.66% | Q3 2020 | Q3 2023 | 13 |
St. Johns Investment Management Company, LLC | 13 | 13 | 0.00% | 0.04% | 0.08% | Q2 2016 | Q2 2019 | 13 |
Providence First Trust Co | 13 | 13 | 1.07% | 1.57% | 1.89% | Q3 2020 | Q3 2023 | 13 |
ZWEIG ADVISERS LLC | 13 | 13 | 1.55% | 1.81% | 1.95% | Q2 2013 | Q2 2016 | 13 |
CGN Advisors LLC | 13 | 13 | 0.17% | 0.23% | 0.32% | Q4 2020 | Q4 2023 | 13 |
Virtu KCG Holdings LLC | 6 | 2 | 0.01% | 0.05% | 0.19% | Q3 2013 | Q2 2017 | 13 |
Varma Mutual Pension Insurance Co | 13 | 13 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 9 | 1 | 0.02% | 0.15% | 0.69% | Q4 2013 | Q3 2019 | 13 |
Holistic Financial Partners | 11 | 2 | 0.05% | 0.21% | 0.32% | Q4 2017 | Q3 2023 | 13 |
RMB Capital Management, LLC | 10 | 3 | 0.01% | 0.04% | 0.22% | Q3 2017 | Q3 2023 | 13 |
JOHN G ULLMAN & ASSOCIATES INC | 13 | 13 | 0.08% | 0.10% | 0.14% | Q4 2016 | Q4 2019 | 13 |
WEALTHSOURCE PARTNERS, LLC | 7 | 1 | 0.01% | 0.03% | 0.09% | Q2 2019 | Q3 2023 | 13 |
Sciencast Management LP | 4 | 1 | 0.14% | 0.47% | 0.97% | Q1 2016 | Q2 2023 | 13 |
Engineers Gate Manager LP | 3 | 1 | 0.01% | 0.13% | 0.32% | Q3 2017 | Q1 2023 | 13 |
Main Street Research LLC | 8 | 1 | 0.03% | 1.72% | 2.46% | Q3 2014 | Q1 2022 | 13 |
DT Investment Partners, LLC | 12 | 1 | 0.04% | 0.13% | 0.21% | Q3 2017 | Q3 2023 | 13 |
Aft, Forsyth & Sober, LLC | 12 | 1 | 0.38% | 0.50% | 0.61% | Q2 2020 | Q3 2023 | 13 |
Edge Capital Group, LLC | 6 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 13 |
Cipher Capital LP | 7 | 1 | 0.03% | 0.22% | 0.47% | Q2 2014 | Q3 2023 | 13 |
CHICAGO TRUST Co NA | 13 | 13 | 0.10% | 0.18% | 0.24% | Q3 2020 | Q3 2023 | 13 |
Measured Wealth Private Client Group, LLC | 13 | 13 | 0.10% | 0.12% | 0.14% | Q3 2020 | Q3 2023 | 13 |
STONERIDGE INVESTMENT PARTNERS LLC | 7 | 2 | 0.03% | 0.83% | 1.56% | Q2 2013 | Q2 2020 | 13 |
Apollon Wealth Management, LLC | 12 | 1 | 0.04% | 0.43% | 0.83% | Q2 2020 | Q3 2023 | 13 |
SANDLER CAPITAL MANAGEMENT | 4 | 1 | 0.39% | 1.04% | 2.72% | Q3 2013 | Q2 2021 | 13 |
Holloway Wealth Management, LLC | 12 | 1 | 0.00% | 3.72% | 5.47% | Q1 2018 | Q1 2022 | 13 |
Sageworth Trust Co | 12 | 1 | 0.00% | 0.04% | 0.13% | Q2 2020 | Q3 2023 | 13 |
Fairhaven Wealth Management, LLC | 8 | 5 | 0.08% | 0.24% | 0.49% | Q4 2018 | Q1 2022 | 13 |
Supplemental Annuity Collective Trust of NJ | 13 | 13 | 0.40% | 0.43% | 0.46% | Q1 2014 | Q1 2017 | 13 |
EDGAR LOMAX CO/VA | 12 | 1 | 0.28% | 0.54% | 0.88% | Q4 2015 | Q4 2022 | 13 |
Trexquant Investment LP | 3 | 1 | 0.02% | 0.11% | 0.20% | Q2 2015 | Q3 2023 | 13 |
Zions Bancorporation | 11 | 2 | 0.24% | 0.39% | 0.89% | Q1 2015 | Q3 2018 | 13 |
Tidal Investments LLC | 12 | 1 | 0.02% | 0.06% | 0.11% | Q2 2020 | Q3 2023 | 13 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 0.43% | 0.48% | 0.52% | Q2 2013 | Q2 2016 | 13 |
TOWNSQUARE CAPITAL LLC | 12 | 1 | 0.01% | 0.02% | 0.07% | Q1 2019 | Q3 2023 | 13 |
Icon Wealth Partners, LLC | 8 | 1 | 0.02% | 0.38% | 0.65% | Q4 2017 | Q2 2023 | 13 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 12 | 1 | 0.66% | 1.12% | 1.38% | Q4 2015 | Q1 2022 | 13 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 12 | 1 | 0.21% | 1.17% | 1.65% | Q2 2013 | Q4 2022 | 13 |
Legacy Advisors, LLC | 7 | 1 | 0.00% | 0.06% | 0.10% | Q3 2017 | Q3 2023 | 13 |
Blue Zone Wealth Advisors, LLC | 13 | 13 | 0.68% | 0.94% | 1.51% | Q3 2020 | Q3 2023 | 13 |
Menard Financial Group LLC | 9 | 1 | 0.33% | 0.46% | 0.74% | Q4 2019 | Q2 2023 | 13 |
Personal Capital Advisors Corp | 9 | 4 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2022 | 13 |
Crumly & Associates Inc. | 13 | 13 | 0.15% | 0.23% | 0.39% | Q3 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.05% | 0.12% | 0.19% | Q3 2020 | Q3 2023 | 13 |
Euclid Advisors LLC | 13 | 13 | 0.20% | 0.28% | 0.42% | Q2 2013 | Q2 2016 | 13 |
Abacus Planning Group, Inc. | 7 | 2 | 0.05% | 0.10% | 0.26% | Q1 2018 | Q3 2023 | 13 |
Cooper Financial Group | 10 | 3 | 0.06% | 0.10% | 0.17% | Q2 2020 | Q3 2023 | 13 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 13 | 13 | 0.03% | 0.10% | 0.26% | Q3 2020 | Q3 2023 | 13 |
Apriem Advisors | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2018 | 13 |
ATWOOD & PALMER INC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 13 |
HOERTKORN RICHARD CHARLES | 13 | 13 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2017 | 13 |
PRINCETON CAPITAL MANAGEMENT LLC | 7 | 1 | 0.04% | 0.61% | 1.56% | Q4 2015 | Q2 2021 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Transform Wealth, LLC | 13 | 13 | 0.06% | 0.48% | 1.00% | Q2 2019 | Q2 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.05% | 0.11% | 0.22% | Q3 2020 | Q3 2023 | 13 |
Gladstone Institutional Advisory LLC | 11 | 1 | 0.07% | 0.17% | 0.34% | Q2 2019 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.05% | 0.06% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Partnervest Advisory Services LLC | 8 | 5 | 0.01% | 0.11% | 0.25% | Q2 2013 | Q4 2017 | 13 |
Berkshire Bank | 13 | 13 | 1.08% | 1.24% | 1.43% | Q3 2020 | Q3 2023 | 13 |
Ethic Inc. | 13 | 13 | 0.10% | 0.12% | 0.17% | Q3 2020 | Q3 2023 | 13 |
Guidant Wealth Advisors | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q3 2019 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.12% | 0.23% | 0.30% | Q3 2020 | Q3 2023 | 13 |
MCDANIEL TERRY & CO | 13 | 13 | 0.04% | 0.05% | 0.07% | Q3 2019 | Q3 2022 | 13 |
Enterprise Trust & Investment Co | 13 | 13 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q2 2022 | 13 |
JENNISON ASSOCIATES LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 13 |
Marshall Wace North America L.P. | 5 | 1 | 0.00% | 0.08% | 0.27% | Q2 2017 | Q3 2021 | 13 |
JAMES INVESTMENT RESEARCH INC | 13 | 13 | 0.88% | 1.07% | 1.25% | Q3 2020 | Q3 2023 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2018 | 13 |
Mission Creek Capital Partners, Inc. | 13 | 13 | 0.35% | 0.55% | 0.70% | Q3 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.04% | 0.09% | 0.14% | Q1 2020 | Q3 2023 | 13 |
M Holdings Securities, Inc. | 7 | 1 | 0.03% | 0.08% | 0.21% | Q3 2017 | Q1 2023 | 13 |
FORESTERS ASSET MANAGEMENT INC. | 13 | 13 | 0.03% | 0.33% | 0.66% | Q2 2016 | Q2 2019 | 13 |
Cardinal Strategic Wealth Guidance | 13 | 13 | 0.11% | 0.24% | 0.45% | Q4 2019 | Q4 2022 | 13 |
Soros Fund Management | 8 | 1 | 0.01% | 0.09% | 0.54% | Q3 2013 | Q4 2019 | 12 |
IVY LANE CAPITAL MANAGEMENT, LLC | 12 | 12 | 9.62% | 12.44% | 14.84% | Q4 2020 | Q3 2023 | 12 |
INTRUST BANK NA | 12 | 12 | 0.05% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Brown Miller Wealth Management, LLC | 12 | 12 | 1.22% | 1.33% | 1.54% | Q4 2020 | Q3 2023 | 12 |
Kesler, Norman & Wride, LLC | 12 | 12 | 1.54% | 1.81% | 2.05% | Q4 2020 | Q3 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.05% | 0.08% | 0.14% | Q4 2020 | Q3 2023 | 12 |
InterOcean Capital Group, LLC | 12 | 12 | 1.00% | 1.22% | 1.46% | Q4 2020 | Q3 2023 | 12 |
PATRON PARTNERS, LLC | 12 | 12 | 0.44% | 0.47% | 0.55% | Q4 2020 | Q3 2023 | 12 |
Gray Wealth Management Inc. | 12 | 12 | 0.17% | 0.25% | 0.34% | Q4 2020 | Q3 2023 | 12 |
Rede Wealth, LLC | 12 | 12 | 0.22% | 0.27% | 0.35% | Q4 2020 | Q3 2023 | 12 |
Phoenix Wealth Advisors | 12 | 12 | 0.17% | 0.23% | 0.31% | Q4 2020 | Q3 2023 | 12 |
M. Kulyk & Associates, LLC | 12 | 12 | 1.27% | 1.48% | 2.01% | Q4 2020 | Q3 2023 | 12 |
Sheaff Brock Investment Advisors, LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Wealth Management Partners, LLC | 12 | 12 | 0.20% | 0.30% | 0.36% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Nikko Asset Management Americas, Inc. | 12 | 12 | 0.02% | 0.02% | 0.04% | Q4 2014 | Q3 2017 | 12 |
Elk River Wealth Management, LLC | 12 | 12 | 0.68% | 0.79% | 0.90% | Q4 2020 | Q3 2023 | 12 |
Canal Capital Management, LLC | 12 | 12 | 0.66% | 0.99% | 1.22% | Q1 2017 | Q4 2019 | 12 |
Accretive Wealth Partners, LLC | 12 | 12 | 0.72% | 0.89% | 1.05% | Q4 2020 | Q3 2023 | 12 |
SCHWARTZ INVESTMENT COUNSEL INC | 12 | 12 | 0.23% | 0.98% | 1.39% | Q1 2019 | Q4 2021 | 12 |
Proquility Private Wealth Partners, LLC | 12 | 12 | 0.86% | 1.09% | 1.40% | Q4 2020 | Q3 2023 | 12 |
BAROMETER CAPITAL MANAGEMENT INC. | 4 | 1 | 0.10% | 1.11% | 2.32% | Q4 2014 | Q4 2020 | 12 |
Point72 Middle East FZE | 4 | 4 | 0.00% | 0.16% | 0.54% | Q4 2022 | Q3 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.02% | 0.03% | 0.08% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.21% | 0.25% | 0.30% | Q4 2020 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.22% | 0.35% | 0.48% | Q4 2020 | Q3 2023 | 12 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 12 | 12 | 0.28% | 0.38% | 0.49% | Q4 2020 | Q3 2023 | 12 |
Palumbo Wealth Management LLC | 12 | 12 | 0.14% | 0.20% | 0.26% | Q4 2020 | Q3 2023 | 12 |
ARBOR TRUST WEALTH ADVISORS, LLC | 12 | 12 | 0.16% | 0.23% | 0.27% | Q4 2020 | Q3 2023 | 12 |
Maryland State Retirement & Pension System | 12 | 12 | 0.17% | 0.27% | 0.53% | Q4 2020 | Q3 2023 | 12 |
Graypoint LLC | 12 | 12 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Lineweaver Wealth Advisors, LLC | 12 | 12 | 0.15% | 0.34% | 0.44% | Q4 2020 | Q3 2023 | 12 |
Cordasco Financial Network | 10 | 2 | 0.01% | 0.21% | 0.30% | Q4 2018 | Q2 2022 | 12 |
TEALWOOD ASSET MANAGEMENT INC | 10 | 2 | 0.51% | 0.58% | 0.65% | Q4 2020 | Q4 2023 | 12 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 7 | 1 | 0.00% | 0.03% | 0.16% | Q2 2017 | Q2 2022 | 12 |
WEST BANCORPORATION INC | 8 | 4 | 0.21% | 0.28% | 0.40% | Q4 2019 | Q3 2023 | 12 |
CLINTON GROUP INC | 4 | 1 | 0.04% | 0.21% | 0.46% | Q3 2013 | Q3 2017 | 12 |
HMS Capital Management, LLC | 8 | 1 | 0.03% | 0.53% | 1.11% | Q2 2019 | Q1 2022 | 12 |
INVESTMENT PARTNERS, LTD. | 8 | 1 | 0.10% | 0.15% | 0.18% | Q4 2017 | Q1 2023 | 12 |
Fullerton Fund Management Co Ltd. | 11 | 1 | 0.07% | 1.45% | 2.32% | Q1 2020 | Q2 2023 | 12 |
SHINE INVESTMENT ADVISORY SERVICES INC | 12 | 12 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q3 2020 | 12 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 12 | 12 | 0.19% | 0.25% | 0.36% | Q4 2020 | Q3 2023 | 12 |
EMERSON INVESTMENT MANAGEMENT, LLC | 12 | 12 | 1.58% | 1.68% | 1.86% | Q2 2013 | Q1 2016 | 12 |
Harvest Fund Management Co., Ltd | 7 | 5 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 12 |
Orion Capital Management LLC | 12 | 12 | 0.48% | 0.61% | 0.68% | Q4 2020 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.16% | 0.46% | 0.68% | Q4 2020 | Q3 2023 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.03% | 0.05% | 0.09% | Q4 2016 | Q3 2019 | 12 |
Waterfront Wealth Inc. | 12 | 12 | 0.34% | 0.53% | 0.92% | Q4 2020 | Q3 2023 | 12 |
JT Stratford LLC | 11 | 1 | 0.08% | 0.27% | 0.51% | Q2 2019 | Q2 2022 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
GENERAL ELECTRIC CO | 11 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2016 | 12 |
Bard Financial Services, Inc. | 12 | 12 | 0.12% | 0.19% | 0.34% | Q4 2020 | Q3 2023 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.12% | 0.15% | 0.17% | Q2 2013 | Q1 2016 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q3 2019 | 12 |
Donald L. Hagan, LLC | 6 | 6 | 0.45% | 0.71% | 1.04% | Q4 2018 | Q3 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q3 2019 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q3 2019 | 12 |
First National Bank of Hutchinson | 12 | 12 | 0.07% | 0.34% | 0.56% | Q4 2020 | Q3 2023 | 12 |
Meridian Wealth Management, LLC | 12 | 12 | 0.02% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.03% | 0.04% | 0.07% | Q4 2018 | Q3 2021 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.11% | 0.13% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Ironwood Investment Counsel, LLC | 12 | 12 | 0.06% | 0.09% | 0.21% | Q4 2020 | Q3 2023 | 12 |
EVERMAY WEALTH MANAGEMENT LLC | 12 | 12 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.09% | 0.21% | 0.25% | Q2 2013 | Q1 2016 | 12 |
Lenox Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2022 | 12 |
VeraBank, N.A. | 12 | 12 | 0.21% | 0.33% | 0.44% | Q4 2020 | Q3 2023 | 12 |
Hartford Financial Management Inc. | 12 | 12 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q4 2019 | 12 |
Soltis Investment Advisors LLC | 11 | 1 | 0.03% | 0.13% | 0.18% | Q4 2019 | Q4 2022 | 12 |
Jackson Hole Capital Partners, LLC | 12 | 12 | 0.07% | 0.09% | 0.10% | Q4 2020 | Q3 2023 | 12 |
RITHOLTZ WEALTH MANAGEMENT | 12 | 12 | 0.02% | 0.06% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Sargent Investment Group, LLC | 11 | 1 | 0.06% | 0.08% | 0.11% | Q2 2019 | Q3 2023 | 12 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 7 | 5 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q1 2021 | 12 |
GSA CAPITAL PARTNERS LLP | 3 | 1 | 0.01% | 0.05% | 0.10% | Q4 2013 | Q2 2023 | 12 |
PREMIER ASSET MANAGEMENT LLC | 10 | 2 | 0.17% | 0.88% | 3.52% | Q3 2013 | Q4 2022 | 12 |
KANALY TRUST CO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2016 | 12 |
ALPS ADVISORS INC | 6 | 1 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 12 |
IBERIABANK CORP | 12 | 12 | 0.11% | 0.30% | 0.70% | Q3 2017 | Q2 2020 | 12 |
Visionary Wealth Advisors | 12 | 12 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q2 2023 | 12 |
Valmark Advisers, Inc. | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Landsberg, Bennett, & Dubbaneh LLC | 12 | 12 | 0.64% | 0.86% | 1.10% | Q4 2018 | Q3 2021 | 12 |
Boltwood Capital Management | 12 | 12 | 0.17% | 0.20% | 0.22% | Q1 2021 | Q4 2023 | 12 |
PERSONAL CFO SOLUTIONS, LLC | 12 | 12 | 0.06% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 12 |
GUYASUTA INVESTMENT ADVISORS INC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Institute for Wealth Management, LLC. | 12 | 12 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Disciplina Capital Management LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
AIA Group Ltd | 12 | 12 | 0.03% | 0.12% | 0.23% | Q4 2020 | Q3 2023 | 12 |
VisionPoint Advisory Group, LLC | 12 | 12 | 0.04% | 0.51% | 1.05% | Q4 2020 | Q3 2023 | 12 |
Crestwood Advisors Group, LLC | 8 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 12 |
Prana Capital Management, LP | 5 | 1 | 0.04% | 2.53% | 4.98% | Q3 2018 | Q3 2023 | 12 |
Leonard Rickey Investment Advisors P.L.L.C. | 6 | 1 | 0.09% | 0.13% | 0.18% | Q4 2017 | Q4 2021 | 12 |
LITTLE HOUSE CAPITAL LLC | 9 | 1 | 0.11% | 0.66% | 1.17% | Q4 2018 | Q2 2023 | 12 |
UNIVERSITY OF NOTRE DAME DU LAC | 4 | 1 | 1.37% | 2.38% | 3.71% | Q2 2017 | Q3 2021 | 12 |
Newbridge Financial Services Group, Inc. | 12 | 12 | 0.04% | 0.09% | 0.12% | Q3 2020 | Q2 2023 | 12 |
Hudson Canyon Capital Management | 12 | 12 | 1.37% | 1.53% | 1.75% | Q4 2020 | Q3 2023 | 12 |
Legato Capital Management LLC | 12 | 12 | 0.14% | 0.48% | 0.68% | Q2 2020 | Q1 2023 | 12 |
MEMBERS CAPITAL ADVISORS INC | 11 | 1 | 1.19% | 1.71% | 2.29% | Q4 2019 | Q1 2023 | 12 |
Welch Group, LLC | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 12 |
DUALITY ADVISERS, LP | 5 | 1 | 0.08% | 0.29% | 0.58% | Q1 2019 | Q3 2023 | 12 |
Braun-Bostich & Associates Inc. | 10 | 2 | 0.20% | 0.44% | 0.64% | Q2 2018 | Q2 2023 | 12 |
PATTON ALBERTSON MILLER GROUP, LLC | 12 | 12 | 0.04% | 0.10% | 0.14% | Q2 2019 | Q1 2022 | 12 |
CALTON & ASSOCIATES, INC. | 10 | 2 | 0.05% | 0.07% | 0.20% | Q4 2017 | Q4 2021 | 12 |
Eudaimonia Partners, LLC | 8 | 2 | 0.03% | 0.42% | 0.77% | Q4 2019 | Q1 2023 | 12 |
Salvus Wealth Management, LLC | 12 | 12 | 0.80% | 0.91% | 1.03% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.05% | 0.06% | 0.07% | Q4 2018 | Q3 2021 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.02% | 0.04% | 0.08% | Q4 2018 | Q3 2021 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.24% | 0.27% | 0.31% | Q4 2020 | Q3 2023 | 12 |
CreativeOne Wealth, LLC | 12 | 12 | 0.02% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Alerus Investment Advisors Corp | 12 | 12 | 0.65% | 0.83% | 1.13% | Q2 2013 | Q1 2016 | 12 |
NewEdge Wealth, LLC | 12 | 12 | 0.02% | 0.23% | 0.64% | Q4 2020 | Q3 2023 | 12 |
Concord Wealth Partners | 12 | 12 | 0.09% | 0.14% | 0.24% | Q4 2020 | Q3 2023 | 12 |
MARVIN & PALMER ASSOCIATES INC | 8 | 1 | 1.20% | 3.76% | 6.18% | Q2 2013 | Q4 2021 | 12 |
WoodTrust Financial Corp | 9 | 1 | 0.04% | 0.09% | 0.12% | Q4 2017 | Q2 2022 | 12 |
EXCHANGE TRADED CONCEPTS, LLC | 11 | 1 | 0.00% | 0.02% | 0.12% | Q3 2020 | Q4 2023 | 12 |
MOSELEY INVESTMENT MANAGEMENT INC | 10 | 2 | 0.17% | 0.18% | 0.22% | Q2 2020 | Q3 2023 | 12 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.04% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 12 |
K2 PRINCIPAL FUND, L.P. | 8 | 1 | 0.03% | 0.69% | 5.54% | Q3 2015 | Q4 2017 | 12 |
Horan Securities, Inc. | 7 | 5 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 12 |
HRT FINANCIAL LP | 2 | 1 | 0.02% | 0.32% | 0.90% | Q3 2015 | Q3 2023 | 12 |
MONTRUSCO BOLTON INVESTMENTS INC. | 12 | 12 | 0.56% | 2.05% | 3.24% | Q4 2018 | Q3 2021 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.27% | 0.39% | 0.51% | Q4 2020 | Q3 2023 | 12 |
Castellan Group | 12 | 12 | 0.72% | 1.20% | 1.55% | Q4 2020 | Q3 2023 | 12 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 12 | 12 | 0.87% | 1.00% | 1.11% | Q4 2020 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.03% | 0.11% | 0.20% | Q2 2013 | Q1 2016 | 12 |
DCM Advisors, LLC | 12 | 12 | 0.21% | 0.50% | 1.11% | Q4 2020 | Q3 2023 | 12 |
Tufton Capital Management | 6 | 1 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q1 2023 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2015 | 11 |
AMERICAN NATIONAL BANK & TRUST CO /VA/ | 11 | 11 | 0.85% | 1.89% | 2.90% | Q2 2013 | Q4 2015 | 11 |
NATIONAL INVESTMENT SERVICES INC /WI | 11 | 11 | 2.18% | 2.65% | 3.00% | Q2 2013 | Q4 2015 | 11 |
Grisanti Capital Management LLC | 11 | 11 | 3.14% | 4.56% | 7.16% | Q2 2013 | Q4 2015 | 11 |
CAPITAL COUNSEL LLC/NY | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2015 | 11 |
Lloyds Banking Group plc | 11 | 11 | 0.21% | 1.45% | 3.38% | Q2 2013 | Q4 2015 | 11 |
ENDEAVOUR CAPITAL ADVISORS INC | 9 | 2 | 0.48% | 0.85% | 1.73% | Q4 2014 | Q3 2018 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 0.29% | 0.35% | 0.44% | Q2 2013 | Q4 2015 | 11 |
BOENNING & SCATTERGOOD, INC. | 11 | 11 | 0.23% | 0.27% | 0.30% | Q2 2020 | Q4 2022 | 11 |
MARTINGALE ASSET MANAGEMENT L P | 9 | 2 | 0.01% | 0.26% | 0.59% | Q4 2017 | Q3 2022 | 11 |
Hills Bank & Trust Co | 11 | 11 | 0.12% | 0.15% | 0.17% | Q1 2021 | Q3 2023 | 11 |
Nuveen Fund Advisors, LLC | 11 | 11 | 0.30% | 0.71% | 2.29% | Q2 2016 | Q4 2018 | 11 |
Weil Company, Inc. | 6 | 1 | 0.07% | 0.12% | 0.14% | Q3 2019 | Q3 2023 | 11 |
ATHERTON LANE ADVISERS, LLC | 11 | 11 | 1.35% | 1.55% | 1.66% | Q2 2013 | Q4 2015 | 11 |
Independent Portfolio Consultants, Inc. | 11 | 11 | 0.00% | 0.17% | 0.33% | Q4 2014 | Q2 2017 | 11 |
MCDONALD PARTNERS LLC | 7 | 4 | 0.24% | 0.30% | 0.37% | Q4 2020 | Q3 2023 | 11 |
BANK OF NOVA SCOTIA TRUST CO | 9 | 1 | 0.00% | 0.05% | 0.07% | Q3 2015 | Q3 2023 | 11 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Grantham, Mayo, Van Otterloo & Co. LLC | 10 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2021 | 11 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 8 | 1 | 0.01% | 0.04% | 0.11% | Q1 2015 | Q3 2018 | 11 |
Taylor, Cottrill LLC | 11 | 11 | 2.44% | 2.55% | 2.66% | Q2 2013 | Q4 2015 | 11 |
Artisan Partners Limited Partnership | 11 | 11 | 0.08% | 0.15% | 0.20% | Q3 2019 | Q1 2022 | 11 |
AGF Investments LLC | 7 | 4 | 0.00% | 0.06% | 0.15% | Q1 2018 | Q4 2020 | 11 |
RiverPark Advisors, LLC | 11 | 11 | 0.14% | 0.81% | 1.73% | Q1 2016 | Q3 2018 | 11 |
Hoxton Financial, Inc. | 11 | 11 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2015 | 11 |
Cohen Capital Management, Inc. | 7 | 4 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q3 2023 | 11 |
BHF Kleinwort Benson Group S.A. | 11 | 11 | 0.09% | 1.18% | 1.69% | Q3 2013 | Q1 2016 | 11 |
ARGI Investment Services, LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q4 2022 | 11 |
Magellan Asset Management Ltd | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 11 |
BANK HAPOALIM BM | 11 | 11 | 0.02% | 0.22% | 0.41% | Q3 2020 | Q1 2023 | 11 |
Ohio National Investments, Inc. | 11 | 11 | 0.17% | 0.18% | 0.19% | Q2 2013 | Q4 2015 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2020 | 11 |
EFG Asset Management (Americas) Corp. | 11 | 11 | 0.10% | 0.21% | 0.32% | Q1 2021 | Q3 2023 | 11 |
AHL Partners LLP | 7 | 4 | 0.02% | 0.16% | 0.28% | Q3 2014 | Q4 2017 | 11 |
Vantage Investment Advisors, LLC | 11 | 11 | 0.00% | 0.18% | 0.98% | Q1 2016 | Q3 2018 | 11 |
B. Riley Wealth Management, Inc. | 11 | 11 | 0.02% | 0.06% | 0.11% | Q4 2019 | Q2 2022 | 11 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2023 | 11 |
RIVERPARK CAPITAL MANAGEMENT LLC | 11 | 11 | 1.26% | 1.66% | 2.74% | Q1 2016 | Q3 2018 | 11 |
Garde Capital, Inc. | 6 | 1 | 0.17% | 0.26% | 0.34% | Q4 2014 | Q4 2018 | 11 |
One River Asset Management, LLC | 4 | 4 | 0.01% | 0.10% | 0.21% | Q4 2022 | Q3 2023 | 11 |
Elite Wealth Management, Inc. | 5 | 3 | 0.01% | 0.18% | 0.58% | Q1 2015 | Q2 2023 | 11 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 8 | 3 | 0.05% | 2.24% | 3.29% | Q4 2014 | Q3 2023 | 11 |
NIXON PEABODY TRUST CO | 11 | 11 | 0.56% | 1.15% | 1.42% | Q1 2021 | Q3 2023 | 11 |
Bison Wealth, LLC | 5 | 1 | 0.08% | 0.14% | 0.17% | Q2 2019 | Q3 2023 | 11 |
Bruderman Asset Management, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q1 2019 | 11 |
Teza Capital Management LLC | 3 | 1 | 0.06% | 0.32% | 0.96% | Q4 2016 | Q2 2023 | 11 |
Renasant Bank | 6 | 5 | 0.15% | 0.25% | 0.39% | Q4 2020 | Q3 2023 | 11 |
Terra Nova Asset Management LLC | 11 | 11 | 1.28% | 1.52% | 1.76% | Q1 2021 | Q3 2023 | 11 |
Cribstone Capital Management, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q2 2022 | 11 |
LA FINANCIERE DE L'ECHIQUIER | 7 | 4 | 1.23% | 3.31% | 6.18% | Q1 2016 | Q4 2020 | 11 |
Vivaldi Capital Management LP | 11 | 11 | 0.06% | 0.07% | 0.09% | Q2 2020 | Q4 2022 | 11 |
AMICA PENSION FUND BOARD OF TRUSTEES | 11 | 11 | 0.21% | 0.24% | 0.27% | Q2 2013 | Q4 2015 | 11 |
CONCENTRIC WEALTH MANAGEMENT, LLC | 10 | 1 | 0.07% | 0.13% | 0.21% | Q4 2019 | Q4 2022 | 11 |
KCS Wealth Advisory | 7 | 4 | 0.39% | 0.64% | 0.75% | Q4 2017 | Q3 2023 | 11 |
United Bank | 11 | 11 | 0.32% | 0.49% | 0.61% | Q1 2021 | Q3 2023 | 11 |
Gillson Capital LP | 4 | 1 | 0.07% | 1.40% | 2.75% | Q2 2017 | Q3 2023 | 11 |
Holocene Advisors, LP | 6 | 2 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q2 2022 | 11 |
Avestar Capital, LLC | 7 | 4 | 0.04% | 0.12% | 0.25% | Q4 2017 | Q3 2023 | 11 |
Stamos Capital Partners, L.P. | 4 | 2 | 0.15% | 0.93% | 1.53% | Q4 2018 | Q3 2023 | 11 |
Quantamental Technologies LLC | 9 | 1 | 0.17% | 0.43% | 1.07% | Q4 2019 | Q2 2023 | 11 |
Sage Capital Advisors,llc | 11 | 11 | 1.11% | 1.29% | 1.52% | Q2 2017 | Q4 2019 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q2 2020 | 11 |
Bell Bank | 10 | 1 | 0.03% | 0.34% | 0.60% | Q3 2013 | Q2 2022 | 11 |
Wealthstreet Investment Advisors, LLC | 4 | 3 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q1 2021 | 11 |
Ironvine Capital Partners, LLC | 11 | 11 | 0.14% | 0.17% | 0.19% | Q2 2020 | Q4 2022 | 11 |
Poehling Capital Management, INC. | 10 | 1 | 0.08% | 0.54% | 1.06% | Q4 2017 | Q4 2022 | 11 |
WEXFORD CAPITAL LP | 9 | 9 | 0.08% | 0.19% | 0.51% | Q2 2013 | Q2 2015 | 11 |
CNB Bank | 10 | 1 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q3 2023 | 11 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.01% | 0.07% | 0.20% | Q1 2019 | Q3 2023 | 11 |
Blue Chip Wealth Management, Inc. | 11 | 11 | 2.22% | 2.58% | 3.27% | Q1 2018 | Q3 2020 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q2 2021 | 11 |
MACRO Consulting Group | 11 | 11 | 1.20% | 1.45% | 1.63% | Q4 2018 | Q2 2021 | 11 |
Main Street Financial Solutions, LLC | 9 | 2 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 11 |
Shulman DeMeo Asset Management LLC | 8 | 3 | 0.09% | 0.10% | 0.14% | Q4 2020 | Q3 2023 | 11 |
Aspire Private Capital, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
GYL FINANCIAL SYNERGIES, LLC | 11 | 11 | 0.04% | 0.17% | 0.50% | Q1 2021 | Q3 2023 | 11 |
Strategic Blueprint, LLC | 10 | 1 | 0.02% | 0.04% | 0.05% | Q3 2019 | Q3 2023 | 11 |
MIROVA | 8 | 3 | 0.02% | 0.05% | 0.11% | Q4 2018 | Q4 2022 | 11 |
EAGLE ASSET MANAGEMENT INC | 11 | 11 | 0.37% | 0.65% | 0.83% | Q1 2021 | Q3 2023 | 11 |
Marcum Wealth, LLC | 11 | 11 | 0.06% | 0.08% | 0.09% | Q1 2021 | Q3 2023 | 11 |
HOEY INVESTMENTS, INC | 11 | 11 | 0.01% | 0.11% | 0.18% | Q1 2021 | Q3 2023 | 11 |
Birch Capital Management, LLC | 11 | 11 | 0.02% | 0.14% | 0.24% | Q1 2021 | Q3 2023 | 11 |
PFG Private Wealth Management, LLC | 11 | 11 | 0.03% | 0.11% | 0.22% | Q1 2021 | Q3 2023 | 11 |
Symphony Financial, Ltd. Co. | 11 | 11 | 0.09% | 0.47% | 0.69% | Q1 2021 | Q3 2023 | 11 |
Secure Asset Management, LLC | 8 | 1 | 0.07% | 0.13% | 0.21% | Q4 2019 | Q3 2023 | 11 |
Capital Advisory Group Advisory Services, LLC | 11 | 11 | 0.00% | 0.04% | 0.17% | Q2 2018 | Q4 2020 | 11 |
First Pacific Financial | 11 | 11 | 0.31% | 0.39% | 0.45% | Q1 2021 | Q3 2023 | 11 |
Royal Fund Management, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2020 | 11 |
Aaron Wealth Advisors LLC | 11 | 11 | 0.01% | 0.13% | 0.22% | Q1 2021 | Q3 2023 | 11 |
Northstar Advisory Group, LLC | 8 | 3 | 0.24% | 0.52% | 1.20% | Q4 2020 | Q3 2023 | 11 |
Navalign, LLC | 11 | 11 | 0.41% | 0.50% | 0.62% | Q1 2021 | Q3 2023 | 11 |
44 WEALTH MANAGEMENT LLC | 11 | 11 | 0.10% | 0.15% | 0.38% | Q4 2020 | Q2 2023 | 11 |
GoalVest Advisory LLC | 8 | 3 | 0.02% | 0.28% | 0.84% | Q4 2020 | Q4 2023 | 11 |
TMD Wealth Management, LLC | 9 | 2 | 0.06% | 0.15% | 0.23% | Q4 2020 | Q3 2023 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Connolly Sarah T. | 11 | 11 | 0.65% | 0.89% | 1.06% | Q1 2021 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.97% | 1.17% | 1.46% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.05% | 0.22% | 0.43% | Q1 2021 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.36% | 0.57% | 0.73% | Q1 2021 | Q3 2023 | 11 |
NFJ INVESTMENT GROUP, LLC | 11 | 11 | 0.08% | 0.34% | 0.63% | Q1 2021 | Q3 2023 | 11 |
Newport Capital Group, LLC | 9 | 2 | 0.25% | 0.48% | 0.56% | Q4 2020 | Q3 2023 | 11 |
UNIVEST FINANCIAL Corp | 10 | 10 | 0.15% | 1.09% | 1.85% | Q2 2021 | Q3 2023 | 10 |
D.B. Root & Company, LLC | 8 | 2 | 0.10% | 0.19% | 0.38% | Q1 2018 | Q2 2022 | 10 |
Stokes & Hubbell Capital Management, LLC | 10 | 10 | 0.06% | 0.14% | 0.36% | Q4 2016 | Q1 2019 | 10 |
Intellectus Partners, LLC | 5 | 2 | 0.00% | 0.04% | 0.10% | Q2 2017 | Q1 2021 | 10 |
Jacobus Wealth Management, Inc. | 7 | 1 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q1 2016 | 10 |
American Research & Management Co. | 9 | 1 | 0.00% | 0.19% | 0.53% | Q4 2017 | Q3 2022 | 10 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 10 | 10 | 0.15% | 0.21% | 0.24% | Q2 2013 | Q3 2015 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Blueprint Investment Partners LLC | 6 | 4 | 0.05% | 0.24% | 0.36% | Q3 2020 | Q2 2023 | 10 |
10-15 ASSOCIATES, INC. | 8 | 1 | 0.33% | 0.48% | 0.56% | Q2 2013 | Q1 2016 | 10 |
Compass Ion Advisors, LLC | 6 | 4 | 0.04% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 10 |
MID CONTINENT CAPITAL LLC/IL | 10 | 10 | 0.02% | 0.75% | 2.12% | Q2 2013 | Q3 2015 | 10 |
STEWART & PATTEN CO LLC | 10 | 10 | 0.04% | 0.05% | 0.06% | Q1 2017 | Q2 2019 | 10 |
AFFINITY INVESTMENT ADVISORS, LLC | 7 | 3 | 0.04% | 0.47% | 1.53% | Q1 2014 | Q1 2021 | 10 |
Israel Discount Bank of New York | 9 | 1 | 0.23% | 0.28% | 0.33% | Q1 2021 | Q3 2023 | 10 |
Blueshift Asset Management, LLC | 3 | 1 | 0.06% | 0.31% | 0.70% | Q1 2019 | Q3 2023 | 10 |
Baillie Gifford | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.05% | 0.06% | 0.08% | Q4 2017 | Q2 2020 | 10 |
Squar Milner Financial Services LLC | 10 | 10 | 0.00% | 0.11% | 0.28% | Q4 2017 | Q1 2020 | 10 |
INGALLS & SNYDER LLC | 10 | 10 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q3 2018 | 10 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q2 2017 | Q2 2023 | 10 |
Highland Private Wealth Management | 10 | 10 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q3 2022 | 10 |
StoneX Group Inc. | 7 | 1 | 0.06% | 0.14% | 0.33% | Q2 2017 | Q3 2022 | 10 |
Silverleafe Capital Partners, LLC | 10 | 10 | 1.55% | 2.31% | 3.31% | Q2 2020 | Q3 2022 | 10 |
GFG Capital, LLC | 10 | 10 | 0.12% | 0.15% | 0.18% | Q2 2020 | Q3 2022 | 10 |
ARGENT TRUST COMPANY, N.A. | 10 | 10 | 0.30% | 0.47% | 0.73% | Q2 2013 | Q3 2015 | 10 |
Rosenbaum Jay D. | 10 | 10 | 0.96% | 1.25% | 1.70% | Q2 2021 | Q3 2023 | 10 |
Bank of New Hampshire | 10 | 10 | 0.09% | 0.11% | 0.15% | Q2 2021 | Q3 2023 | 10 |
GeoWealth Management, LLC | 9 | 1 | 0.02% | 0.05% | 0.12% | Q2 2020 | Q4 2022 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.06% | 0.06% | 0.12% | Q2 2021 | Q3 2023 | 10 |
JACKSON SQUARE CAPITAL, LLC | 10 | 10 | 0.01% | 0.09% | 0.16% | Q4 2019 | Q1 2022 | 10 |
RONALD BLUE & CO LLC | 10 | 10 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q3 2015 | 10 |
GARCIA HAMILTON & ASSOCIATES LP/DE | 10 | 10 | 2.55% | 2.86% | 3.08% | Q2 2013 | Q3 2015 | 10 |
BANCED CORP | 9 | 1 | 0.36% | 0.55% | 0.76% | Q2 2013 | Q1 2018 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2019 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.03% | 0.05% | 0.19% | Q4 2020 | Q1 2023 | 10 |
Timber Hill LLC | 5 | 1 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q1 2018 | 10 |
Amundi | 10 | 10 | 0.16% | 0.20% | 0.26% | Q2 2021 | Q3 2023 | 10 |
Moreno Evelyn V | 10 | 10 | 0.70% | 1.24% | 1.79% | Q2 2021 | Q3 2023 | 10 |
Accurate Wealth Management, LLC | 10 | 10 | 0.14% | 0.20% | 0.26% | Q2 2021 | Q3 2023 | 10 |
Select Equity Group, L.P. | 10 | 10 | 0.19% | 0.20% | 0.25% | Q4 2013 | Q1 2016 | 10 |
Minot Wealth Management LLC | 10 | 10 | 0.12% | 0.31% | 0.36% | Q4 2019 | Q1 2022 | 10 |
BELLEVUE ASSET MANAGEMENT, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2022 | 10 |
SII INVESTMENTS INC/WI | 8 | 2 | 0.02% | 0.03% | 0.05% | Q4 2013 | Q4 2017 | 10 |
OPSEU Pension Plan Trust Fund | 10 | 10 | 0.18% | 0.26% | 0.40% | Q2 2020 | Q3 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Empowered Funds, LLC | 10 | 10 | 0.04% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 10 |
CFM WEALTH PARTNERS LLC | 7 | 3 | 0.01% | 0.07% | 0.15% | Q4 2019 | Q3 2023 | 10 |
Intersect Capital LLC | 10 | 10 | 0.08% | 0.11% | 0.18% | Q1 2020 | Q2 2022 | 10 |
Moser Wealth Advisors, LLC | 6 | 4 | 0.01% | 0.18% | 0.85% | Q4 2019 | Q3 2022 | 10 |
BlueSpruce Investments, LP | 10 | 10 | 5.57% | 10.38% | 14.53% | Q1 2014 | Q2 2016 | 10 |
Itau Unibanco Holding S.A. | 4 | 1 | 0.00% | 0.04% | 0.20% | Q3 2017 | Q1 2023 | 10 |
San Luis Wealth Advisors LLC | 9 | 1 | 0.10% | 1.00% | 2.52% | Q4 2020 | Q3 2023 | 10 |
SMITH CHAS P & ASSOCIATES PA CPAS | 10 | 10 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q2 2023 | 10 |
Summit Financial, LLC | 10 | 10 | 0.03% | 0.10% | 0.15% | Q2 2021 | Q3 2023 | 10 |
Kozak & Associates, Inc. | 9 | 1 | 0.16% | 0.26% | 0.38% | Q4 2020 | Q3 2023 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.06% | 0.09% | 0.18% | Q4 2020 | Q3 2023 | 10 |
MCRAE CAPITAL MANAGEMENT INC | 6 | 1 | 0.06% | 0.07% | 0.10% | Q4 2017 | Q1 2022 | 10 |
Kerrisdale Advisers, LLC | 10 | 10 | 0.08% | 2.45% | 4.91% | Q4 2020 | Q1 2023 | 10 |
Redwood Investments, LLC | 10 | 10 | 0.02% | 1.14% | 2.21% | Q1 2014 | Q2 2016 | 10 |
Lionsbridge Wealth Management LLC | 10 | 10 | 1.05% | 1.51% | 1.74% | Q4 2019 | Q1 2022 | 10 |
Journey Advisory Group, LLC | 10 | 10 | 0.04% | 0.72% | 1.03% | Q4 2020 | Q1 2023 | 10 |
Evolution Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 10 |
River Wealth Advisors LLC | 7 | 3 | 0.02% | 0.17% | 0.36% | Q2 2018 | Q3 2023 | 10 |
Peloton Wealth Strategists | 10 | 10 | 0.29% | 0.96% | 2.01% | Q2 2013 | Q3 2015 | 10 |
Hudson Bay Capital Management LP | 3 | 1 | 0.01% | 0.09% | 0.20% | Q2 2017 | Q3 2023 | 10 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.02% | 0.07% | Q4 2016 | Q1 2023 | 10 |
WBI INVESTMENTS, LLC | 5 | 1 | 0.16% | 0.58% | 1.89% | Q3 2013 | Q4 2021 | 10 |
HARTWELL J M LIMITED PARTNERSHIP | 10 | 10 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q3 2015 | 10 |
SUMMIT FINANCIAL GROUP, INC. | 9 | 1 | 0.07% | 0.33% | 0.48% | Q2 2017 | Q4 2021 | 10 |
HBK INVESTMENTS L P | 4 | 1 | 0.00% | 0.09% | 0.34% | Q4 2013 | Q2 2023 | 10 |
K.J. Harrison & Partners Inc | 6 | 4 | 0.06% | 0.19% | 0.42% | Q3 2014 | Q2 2018 | 10 |
Capital Directions Investment Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2022 | 10 |
Jolley Asset Management, LLC | 10 | 10 | 0.10% | 0.13% | 0.15% | Q1 2016 | Q2 2018 | 10 |
ARGENT TRUST Co | 10 | 10 | 0.33% | 0.48% | 0.68% | Q4 2015 | Q1 2018 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.36% | 0.42% | 0.50% | Q1 2021 | Q2 2023 | 10 |
West Financial Advisors, LLC | 8 | 2 | 0.00% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 10 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 5 | 2 | 0.01% | 0.10% | 0.34% | Q1 2020 | Q3 2023 | 10 |
Mount Yale Investment Advisors, LLC | 9 | 1 | 0.01% | 0.09% | 0.14% | Q1 2018 | Q3 2023 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.03% | 0.06% | 0.15% | Q2 2021 | Q3 2023 | 10 |
NorthRock Partners, LLC | 10 | 10 | 0.02% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Point72 Europe (London) LLP | 5 | 5 | 0.34% | 3.93% | 13.52% | Q4 2019 | Q3 2023 | 10 |
BARING ASSET MANAGEMENT Ltd | 10 | 10 | 0.52% | 0.81% | 1.02% | Q3 2014 | Q4 2016 | 10 |
JACOBSON & SCHMITT ADVISORS, LLC | 9 | 1 | 0.06% | 0.19% | 0.26% | Q1 2017 | Q1 2022 | 10 |
Waverly Advisors, LLC | 4 | 1 | 0.01% | 0.11% | 0.31% | Q4 2013 | Q3 2023 | 10 |
HS Management Partners, LLC | 4 | 2 | 1.35% | 2.83% | 4.34% | Q2 2013 | Q3 2023 | 10 |
Sather Financial Group Inc | 9 | 1 | 0.03% | 0.07% | 0.44% | Q4 2019 | Q3 2023 | 10 |
Farmers & Merchants Trust Co of Long Beach | 10 | 10 | 0.12% | 0.14% | 0.18% | Q2 2021 | Q3 2023 | 10 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.06% | 0.25% | Q1 2018 | Q3 2023 | 10 |
Freedom Day Solutions, LLC | 10 | 10 | 0.09% | 0.15% | 0.21% | Q1 2021 | Q2 2023 | 10 |
Matterhorn Capital Management, LLC | 10 | 10 | 1.48% | 1.70% | 1.89% | Q2 2013 | Q3 2015 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 10 |
Winslow Capital Management, LLC | 9 | 9 | 1.01% | 1.48% | 1.85% | Q2 2013 | Q2 2015 | 9 |
Daiwa SB Investments Ltd. | 6 | 3 | 0.23% | 1.18% | 2.16% | Q2 2013 | Q3 2015 | 9 |
Wolf Group Capital Advisors | 9 | 9 | 0.22% | 0.37% | 0.57% | Q3 2021 | Q3 2023 | 9 |
Westover Capital Advisors, LLC | 6 | 3 | 0.31% | 1.45% | 2.09% | Q2 2013 | Q3 2018 | 9 |
Legacy Private Trust Co. | 9 | 9 | 0.06% | 0.18% | 0.32% | Q3 2021 | Q3 2023 | 9 |
NATIONAL PLANNING CORP | 6 | 1 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2017 | 9 |
Laurel Wealth Advisors, Inc. | 5 | 1 | 0.04% | 0.07% | 0.13% | Q1 2017 | Q4 2022 | 9 |
Fort Point Capital Partners LLC | 4 | 1 | 0.03% | 0.07% | 0.13% | Q4 2017 | Q3 2023 | 9 |
NVWM, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2022 | 9 |
NewFocus Financial Group, LLC | 9 | 9 | 1.08% | 1.23% | 1.47% | Q4 2018 | Q4 2020 | 9 |
GFI Investment Counsel Ltd. | 9 | 9 | 9.70% | 11.11% | 12.48% | Q4 2016 | Q4 2018 | 9 |
Genesee Capital Advisors, LLC | 3 | 3 | 0.52% | 0.63% | 0.78% | Q3 2020 | Q3 2023 | 9 |
Kathmere Capital Management, LLC | 7 | 2 | 0.01% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 9 |
BECK MACK & OLIVER LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2019 | 9 |
Costello Asset Management, INC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
BESSEMER SECURITIES LLC | 9 | 9 | 0.15% | 0.22% | 0.31% | Q4 2018 | Q4 2020 | 9 |
MANNING & NAPIER ADVISORS LLC | 9 | 9 | 0.05% | 0.98% | 1.38% | Q3 2015 | Q3 2017 | 9 |
RiverGlades Family Offices LLC | 9 | 9 | 0.19% | 0.25% | 0.31% | Q1 2019 | Q1 2021 | 9 |
HOWLAND CAPITAL MANAGEMENT LLC | 6 | 3 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q4 2021 | 9 |
WOLFF WIESE MAGANA LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
HANSEATIC MANAGEMENT SERVICES INC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 9 |
Strong Tower Advisory Services | 9 | 9 | 0.55% | 0.63% | 0.74% | Q3 2021 | Q3 2023 | 9 |
Cedar Wealth Management, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 9 |
Constellation Wealth Advisors, LLC | 9 | 9 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2015 | 9 |
Ameritas Investment Company, LLC | 4 | 2 | 0.02% | 0.07% | 0.27% | Q4 2018 | Q3 2021 | 9 |
AGF INVESTMENTS INC. | 8 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2021 | 9 |
Summit X, LLC | 8 | 1 | 0.11% | 0.29% | 0.38% | Q2 2017 | Q3 2020 | 9 |
Integrated Wealth Management | 9 | 9 | 0.52% | 0.59% | 0.76% | Q1 2015 | Q1 2017 | 9 |
Herold Advisors, Inc. | 9 | 9 | 0.29% | 0.45% | 0.66% | Q3 2021 | Q3 2023 | 9 |
Gerstein Fisher | 4 | 2 | 0.03% | 0.11% | 0.25% | Q2 2013 | Q3 2016 | 9 |
Alera Investment Advisors, LLC | 7 | 2 | 0.04% | 0.13% | 0.18% | Q4 2018 | Q3 2023 | 9 |
FOSTER & MOTLEY INC | 8 | 1 | 0.02% | 0.23% | 0.45% | Q2 2013 | Q2 2023 | 9 |
CRA Financial Services, LLC | 9 | 9 | 0.07% | 0.09% | 0.11% | Q3 2021 | Q3 2023 | 9 |
TIAA, FSB | 5 | 4 | 0.01% | 0.03% | 0.04% | Q1 2018 | Q2 2023 | 9 |
MATHER GROUP, LLC. | 5 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 9 |
ASCEND CAPITAL, LLC | 5 | 1 | 0.15% | 0.40% | 0.73% | Q2 2013 | Q3 2018 | 9 |
Claraphi Advisory Network, LLC | 8 | 1 | 0.02% | 0.09% | 0.14% | Q3 2019 | Q4 2021 | 9 |
BOSTON ADVISORS LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2019 | 9 |
Dynamic Capital Management Ltd | 4 | 1 | 0.06% | 0.24% | 0.50% | Q2 2013 | Q2 2018 | 9 |
STEEL GROVE CAPITAL ADVISORS, LLC | 9 | 9 | 0.08% | 0.11% | 0.16% | Q4 2016 | Q4 2018 | 9 |
Boston Common Asset Management, LLC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2022 | 9 |
ICICI Prudential Asset Management Co Ltd | 7 | 2 | 0.50% | 0.97% | 1.47% | Q2 2017 | Q3 2023 | 9 |
Capital Financial Services, LLC | 9 | 9 | 2.49% | 3.01% | 3.48% | Q4 2020 | Q4 2022 | 9 |
Hillsdale Investment Management Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
Commonwealth Financial Services, LLC | 9 | 9 | 0.02% | 0.03% | 0.06% | Q1 2015 | Q1 2017 | 9 |
Jackson Wealth Management, LLC | 7 | 2 | 0.48% | 1.31% | 4.99% | Q2 2015 | Q1 2022 | 9 |
CAHABA WEALTH MANAGEMENT, INC. | 9 | 9 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Cerro Pacific Wealth Advisors LLC | 8 | 1 | 0.43% | 0.57% | 0.76% | Q4 2020 | Q1 2023 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.05% | 0.09% | 0.18% | Q2 2021 | Q3 2023 | 9 |
Accel Wealth Management | 9 | 9 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q1 2023 | 9 |
Perpetual Investment Management Ltd | 9 | 9 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q4 2022 | 9 |
CARDEROCK CAPITAL MANAGEMENT INC | 9 | 9 | 0.40% | 0.61% | 0.81% | Q3 2016 | Q3 2018 | 9 |
Burleson & Company, LLC | 8 | 1 | 0.00% | 0.02% | 0.12% | Q3 2018 | Q4 2022 | 9 |
GARLAND CAPITAL MANAGEMENT INC | 6 | 3 | 2.14% | 2.69% | 3.17% | Q3 2015 | Q4 2017 | 9 |
MBL Wealth, LLC | 7 | 2 | 0.04% | 0.07% | 0.16% | Q4 2020 | Q3 2023 | 9 |
Crosspoint Capital Strategies, LLC | 9 | 9 | 0.34% | 0.61% | 1.08% | Q4 2013 | Q4 2015 | 9 |
Badgley Phelps Wealth Managers, LLC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Lebenthal Global Advisors, LLC | 8 | 1 | 0.09% | 0.16% | 0.21% | Q4 2020 | Q3 2023 | 9 |
FORTE CAPITAL LLC /ADV | 9 | 9 | 0.84% | 1.03% | 1.13% | Q3 2021 | Q3 2023 | 9 |
Intrua Financial, LLC | 9 | 9 | 0.09% | 0.13% | 0.17% | Q1 2021 | Q1 2023 | 9 |
Curi Wealth Management, LLC | 8 | 1 | 0.04% | 0.08% | 0.13% | Q4 2020 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.44% | 0.52% | 0.62% | Q2 2013 | Q2 2015 | 9 |
PSI Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.06% | Q4 2019 | Q3 2023 | 9 |
Siemens Fonds Invest GmbH | 9 | 9 | 0.40% | 0.52% | 0.58% | Q3 2021 | Q3 2023 | 9 |
CHURCHILL MANAGEMENT Corp | 6 | 3 | 0.01% | 0.15% | 0.35% | Q4 2014 | Q2 2018 | 9 |
Ausdal Financial Partners, Inc. | 4 | 1 | 0.02% | 0.03% | 0.05% | Q4 2015 | Q2 2023 | 9 |
CHILDRESS CAPITAL ADVISORS, LLC | 9 | 9 | 0.07% | 0.11% | 0.17% | Q4 2020 | Q4 2022 | 9 |
STUDIO INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.58% | 0.91% | 1.51% | Q3 2021 | Q3 2023 | 9 |
Foundations Investment Advisors, LLC | 6 | 1 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 9 |
MAPLE SECURITIES USA INC | 4 | 2 | 0.02% | 0.08% | 0.23% | Q2 2013 | Q2 2015 | 9 |
Zhang Financial LLC | 9 | 9 | 0.05% | 0.08% | 0.14% | Q3 2021 | Q3 2023 | 9 |
UNITED BANK | 9 | 9 | 1.14% | 1.47% | 1.74% | Q3 2021 | Q3 2023 | 9 |
CAHILL FINANCIAL ADVISORS INC | 8 | 1 | 0.00% | 0.17% | 0.20% | Q4 2013 | Q3 2021 | 9 |
Essex Private Wealth Management, LLC | 9 | 9 | 0.61% | 0.67% | 0.78% | Q4 2019 | Q4 2021 | 9 |
Boit C F David | 5 | 4 | 0.18% | 0.21% | 0.27% | Q2 2021 | Q3 2023 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q2 2023 | 9 |
ETF MANAGERS GROUP, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q1 2021 | 9 |
TAURUS ASSET MANAGEMENT, LLC | 6 | 3 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q2 2023 | 9 |
BRASADA CAPITAL MANAGEMENT, LP | 7 | 2 | 0.12% | 0.18% | 0.30% | Q4 2017 | Q3 2023 | 9 |
BASSETT HARGROVE INVESTMENT COUNSEL, LLC | 5 | 4 | 2.13% | 2.62% | 2.96% | Q2 2021 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.03% | 0.07% | 0.21% | Q3 2021 | Q3 2023 | 9 |
MORGAN JESS S & CO INC | 9 | 9 | 2.56% | 2.80% | 3.42% | Q1 2020 | Q1 2022 | 9 |
Weiss Multi-Strategy Advisers LLC | 4 | 1 | 0.01% | 0.14% | 0.40% | Q2 2013 | Q1 2023 | 9 |
Armbruster Capital Management, Inc. | 9 | 9 | 0.01% | 0.03% | 0.04% | Q4 2015 | Q4 2017 | 9 |
Compton Wealth Advisory Group, LLC | 9 | 9 | 0.29% | 0.46% | 0.55% | Q4 2020 | Q4 2022 | 9 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.23% | 0.57% | 0.89% | Q4 2019 | Q1 2022 | 9 |
OSSIAM | 5 | 1 | 0.01% | 0.29% | 1.24% | Q2 2020 | Q3 2023 | 9 |
WealthBridge Capital Management, LLC | 7 | 2 | 0.00% | 0.09% | 0.13% | Q4 2018 | Q1 2022 | 9 |
Telos Capital Management, Inc. | 7 | 2 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q1 2023 | 9 |
Index Management Solutions, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2015 | 9 |
Insight Advisors, LLC/ PA | 9 | 9 | 0.16% | 0.26% | 0.42% | Q4 2020 | Q4 2022 | 9 |
Quent Capital, LLC | 8 | 8 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.77% | 0.97% | 1.22% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.11% | 0.13% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Goodwin Investment Advisory | 8 | 8 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q4 2022 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.06% | 0.10% | 0.15% | Q4 2021 | Q3 2023 | 8 |
BAKER BOYER NATIONAL BANK | 7 | 1 | 0.08% | 1.75% | 2.60% | Q4 2013 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 1.26% | 1.50% | 2.36% | Q4 2021 | Q3 2023 | 8 |
Citizens National Bank Trust Department | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
ASB Consultores, LLC | 8 | 8 | 0.10% | 0.16% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Continuum Advisory, LLC | 6 | 2 | 0.05% | 0.11% | 0.20% | Q3 2017 | Q3 2023 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q4 2020 | 8 |
Mendel Capital Management LLC | 8 | 8 | 0.37% | 0.50% | 0.70% | Q4 2021 | Q3 2023 | 8 |
SOUTHERN CAPITAL ADVISORS, LLC | 8 | 8 | 0.81% | 1.52% | 2.21% | Q4 2021 | Q3 2023 | 8 |
Railway Pension Investments Ltd | 6 | 2 | 0.11% | 0.14% | 0.29% | Q1 2020 | Q1 2022 | 8 |
O'ROURKE & COMPANY, Inc | 8 | 8 | 0.52% | 0.85% | 1.28% | Q4 2021 | Q3 2023 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 0.14% | 0.16% | 0.18% | Q4 2021 | Q3 2023 | 8 |
CENTAURUS FINANCIAL, INC. | 6 | 1 | 0.01% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 8 |
Mechanics Financial Corp | 8 | 8 | 0.67% | 0.74% | 0.84% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.23% | 0.24% | 0.26% | Q2 2013 | Q1 2015 | 8 |
Rainsberger Wealth Advisors, Inc. | 8 | 8 | 0.42% | 0.54% | 0.69% | Q4 2021 | Q3 2023 | 8 |
Capital Advisors Wealth Management, LLC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q1 2023 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.27% | 0.32% | 0.52% | Q4 2021 | Q3 2023 | 8 |
KLK CAPITAL MANAGEMENT LLC | 5 | 3 | 0.75% | 0.88% | 1.02% | Q3 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Perennial Advisors, LLC | 3 | 1 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q1 2023 | 8 |
Segment Wealth Management, LLC | 6 | 2 | 0.04% | 0.44% | 0.78% | Q1 2018 | Q1 2022 | 8 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 5 | 3 | 0.01% | 0.05% | 0.07% | Q2 2017 | Q3 2019 | 8 |
Lowe Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
Crew Capital Management, Ltd. | 5 | 3 | 0.20% | 0.24% | 0.33% | Q1 2021 | Q2 2023 | 8 |
RPg Family Wealth Advisory, LLC | 4 | 1 | 0.03% | 0.05% | 0.06% | Q1 2016 | Q1 2019 | 8 |
LWM Advisory Services, LLC | 8 | 8 | 0.64% | 0.78% | 0.96% | Q4 2021 | Q3 2023 | 8 |
Alterity Financial Group, LLC | 6 | 1 | 0.79% | 0.90% | 1.02% | Q1 2021 | Q3 2023 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q4 2017 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Gary Goldberg Planning Services Inc | 8 | 8 | 0.01% | 0.02% | 0.04% | Q1 2013 | Q4 2014 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Doyle Wealth Management | 6 | 1 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q1 2022 | 8 |
Pegasus Partners Ltd. | 8 | 8 | 0.08% | 0.18% | 0.31% | Q4 2019 | Q3 2021 | 8 |
First PREMIER Bank | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 8 |
Zullo Investment Group, Inc. | 8 | 8 | 0.16% | 0.17% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Industrial Alliance Investment Management Inc. | 8 | 8 | 0.21% | 0.52% | 0.74% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.06% | 0.09% | 0.14% | Q4 2021 | Q3 2023 | 8 |
BFSG, LLC | 8 | 8 | 1.32% | 1.54% | 1.78% | Q1 2017 | Q4 2018 | 8 |
Lomas Capital Management, LLC | 5 | 1 | 0.82% | 2.37% | 3.66% | Q1 2015 | Q1 2019 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.03% | 0.09% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Western Pacific Wealth Management, LP | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 4 | 2 | 0.02% | 0.08% | 0.23% | Q4 2013 | Q4 2022 | 8 |
Baader Bank Aktiengesellschaft | 8 | 8 | 0.06% | 0.12% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Camarda Financial Advisors, LLC | 6 | 1 | 0.00% | 0.29% | 1.20% | Q4 2013 | Q2 2019 | 8 |
Angeles Investment Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 8 |
Weatherstone Capital Management | 8 | 8 | 0.06% | 0.20% | 0.30% | Q2 2017 | Q1 2019 | 8 |
Artemis Investment Management LLP | 8 | 8 | 0.07% | 0.26% | 0.43% | Q4 2019 | Q3 2021 | 8 |
American Trust | 8 | 8 | 0.23% | 0.28% | 0.41% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Absolute Return Capital, LLC | 8 | 8 | 0.01% | 0.12% | 0.18% | Q2 2013 | Q1 2015 | 8 |
Objective Capital Management, LLC | 8 | 8 | 0.24% | 0.26% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Kolinsky Wealth Management, LLC | 8 | 8 | 0.43% | 0.47% | 0.54% | Q4 2021 | Q3 2023 | 8 |
Wagner Wealth Management, LLC | 4 | 2 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2022 | 8 |
Wedmont Private Capital | 8 | 8 | 0.10% | 0.14% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.17% | 0.24% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Martin Capital Advisors, LLP | 8 | 8 | 1.24% | 1.46% | 1.71% | Q4 2021 | Q3 2023 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.20% | 0.22% | 0.23% | Q4 2014 | Q3 2016 | 8 |
Red Cedar Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Highview Capital Management LLC/DE/ | 8 | 8 | 0.54% | 0.80% | 1.29% | Q4 2021 | Q3 2023 | 8 |
55I, LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2022 | 8 |
Powers Advisory Group, LLC | 8 | 8 | 0.23% | 0.26% | 0.29% | Q4 2021 | Q3 2023 | 8 |
INTEGRAL INVESTMENT ADVISORS, INC. | 8 | 8 | 0.17% | 0.22% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Guardian Wealth Management, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.05% | 0.10% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.03% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 8 |
ATALANTA SOSNOFF CAPITAL, LLC | 4 | 1 | 0.01% | 0.15% | 0.56% | Q3 2016 | Q2 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.17% | 0.18% | 0.20% | Q4 2021 | Q3 2023 | 8 |
NORTHSTAR CAPITAL MANAGEMENT LLC | 8 | 8 | 0.08% | 0.10% | 0.15% | Q4 2017 | Q3 2019 | 8 |
JCIC Asset Management Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 8 |
Secrest Blakey & Associates, LLC | 8 | 8 | 0.47% | 1.24% | 2.10% | Q4 2018 | Q3 2020 | 8 |
Amplius Wealth Advisors, LLC | 8 | 8 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
WESPAC Advisors, LLC | 5 | 3 | 0.98% | 1.24% | 1.58% | Q4 2014 | Q4 2021 | 8 |
Highstreet Asset Management Inc. | 8 | 8 | 0.02% | 0.05% | 0.08% | Q1 2018 | Q4 2019 | 8 |
Prime Capital Investment Advisors, LLC | 5 | 1 | 0.00% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.24% | 0.28% | 0.33% | Q4 2021 | Q3 2023 | 8 |
DRW Securities, LLC | 2 | 1 | 0.01% | 0.02% | 0.09% | Q4 2017 | Q3 2023 | 8 |
Gyrus Investment Management Inc. | 8 | 8 | 0.86% | 1.24% | 1.87% | Q2 2013 | Q1 2015 | 8 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 8 | 8 | 0.10% | 0.30% | 0.36% | Q2 2020 | Q1 2022 | 8 |
Lenox Wealth Management, Inc. | 7 | 1 | 0.00% | 0.11% | 0.30% | Q2 2018 | Q2 2020 | 8 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.01% | 0.07% | 0.24% | Q3 2014 | Q1 2022 | 8 |
Atom Investors LP | 4 | 3 | 0.00% | 0.19% | 0.42% | Q1 2020 | Q3 2023 | 8 |
Wealthquest Corp | 6 | 2 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q1 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.01% | 0.07% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Pine Haven Investment Counsel, Inc | 8 | 8 | 0.50% | 0.57% | 0.63% | Q4 2021 | Q3 2023 | 8 |
VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 8 | 8 | 1.97% | 2.33% | 2.78% | Q4 2021 | Q3 2023 | 8 |
Distillate Capital Partners LLC | 4 | 1 | 0.94% | 1.33% | 2.94% | Q4 2020 | Q3 2023 | 8 |
FORA Capital, LLC | 4 | 1 | 0.00% | 0.39% | 0.85% | Q3 2020 | Q3 2023 | 8 |
PFM Health Sciences, LP | 2 | 1 | 0.40% | 1.13% | 1.99% | Q1 2013 | Q4 2018 | 8 |
ROCKEFELLER FINANCIAL SERVICES INC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q4 2017 | 8 |
GANTZERT INVESTMENT CO LLC /ADV | 8 | 8 | 2.05% | 2.27% | 2.56% | Q4 2018 | Q3 2020 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.05% | 0.08% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Yellowstone Partners, LLC | 8 | 8 | 0.13% | 0.25% | 0.31% | Q4 2013 | Q3 2015 | 8 |
Centric Wealth Management | 5 | 3 | 0.06% | 0.08% | 0.11% | Q4 2020 | Q2 2023 | 8 |
Andesa Financial Management Inc. | 5 | 3 | 0.09% | 0.18% | 0.28% | Q1 2021 | Q1 2023 | 8 |
DMC Group, LLC | 8 | 8 | 0.35% | 0.52% | 0.74% | Q4 2021 | Q3 2023 | 8 |
COMERICA SECURITIES INC | 8 | 8 | 0.13% | 0.15% | 0.17% | Q1 2017 | Q4 2018 | 8 |
Quantinno Capital Management LP | 7 | 1 | 0.03% | 0.13% | 0.53% | Q4 2018 | Q3 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.65% | 0.77% | 1.12% | Q4 2021 | Q3 2023 | 8 |
Beach Investment Management, LLC. | 8 | 8 | 1.56% | 2.12% | 2.70% | Q2 2013 | Q1 2015 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q1 2023 | 8 |
IBEX WEALTH ADVISORS | 5 | 3 | 0.14% | 0.62% | 1.65% | Q4 2016 | Q4 2021 | 8 |
City State Bank | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
GROUP ONE TRADING, L.P. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 8 |
Private Advisory Group LLC | 8 | 8 | 0.06% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 8 |
FIDUCIARY SERVICES CORP/GA | 8 | 8 | 0.45% | 0.60% | 0.68% | Q2 2013 | Q1 2015 | 8 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.05% | 0.10% | 0.23% | Q3 2021 | Q2 2023 | 8 |
W ADVISORS, LLC | 8 | 8 | 0.29% | 0.33% | 0.37% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.10% | 0.12% | 0.16% | Q2 2013 | Q1 2015 | 8 |
Liberty Capital Management, Inc. | 8 | 8 | 0.26% | 0.42% | 0.57% | Q4 2021 | Q3 2023 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.10% | 0.12% | 0.15% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.09% | 0.11% | 0.13% | Q3 2021 | Q2 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.03% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 8 |
KEMPER Corp | 8 | 8 | 0.49% | 0.59% | 0.67% | Q2 2013 | Q1 2015 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
INVESTMENT CENTERS OF AMERICA INC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q3 2017 | 8 |
GLENVIEW STATE BANK TRUST DEPT. | 8 | 8 | 0.18% | 0.23% | 0.28% | Q3 2019 | Q2 2021 | 8 |
River Road Asset Management, LLC | 7 | 1 | 0.01% | 0.97% | 1.38% | Q2 2013 | Q4 2018 | 8 |
Trail Ridge Investment Advisors, LLC | 8 | 8 | 0.93% | 1.13% | 1.41% | Q4 2021 | Q3 2023 | 8 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 4 | 4 | 0.08% | 0.11% | 0.16% | Q2 2021 | Q3 2023 | 8 |
STONNINGTON GROUP, LLC | 4 | 4 | 0.07% | 0.08% | 0.14% | Q1 2021 | Q1 2023 | 8 |
Lindenwold Advisors, INC | 8 | 8 | 1.15% | 1.37% | 1.60% | Q4 2021 | Q3 2023 | 8 |
BALASA DINVERNO & FOLTZ LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 8 |
GRANDFIELD & DODD, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 8 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 8 | 8 | 0.86% | 1.46% | 2.48% | Q3 2014 | Q2 2016 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.21% | 0.26% | 0.33% | Q4 2021 | Q3 2023 | 8 |
CANTILLON CAPITAL MANAGEMENT LLC | 8 | 8 | 0.62% | 1.96% | 2.63% | Q4 2021 | Q3 2023 | 8 |
Core Alternative Capital | 8 | 8 | 0.06% | 0.16% | 0.31% | Q4 2021 | Q3 2023 | 8 |
WRAPMANAGER INC | 5 | 1 | 0.06% | 0.11% | 0.14% | Q4 2018 | Q3 2023 | 8 |
TCW GROUP INC | 8 | 8 | 0.05% | 0.08% | 0.08% | Q2 2013 | Q1 2015 | 8 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 8 | 8 | 0.08% | 0.11% | 0.12% | Q4 2020 | Q3 2022 | 8 |
CenterBook Partners LP | 8 | 8 | 0.27% | 0.71% | 1.13% | Q4 2021 | Q3 2023 | 8 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 7 | 1 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q1 2023 | 8 |
Sageworth Trust Co of South Dakota | 8 | 8 | 1.22% | 1.47% | 2.00% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.51% | 0.55% | 0.62% | Q2 2013 | Q1 2015 | 8 |
ASPIRIANT HOLDINGS S3, LLC | 8 | 8 | 0.18% | 0.26% | 0.35% | Q1 2014 | Q4 2015 | 8 |
DOCK STREET ASSET MANAGEMENT INC | 8 | 8 | 0.81% | 1.36% | 1.68% | Q4 2013 | Q3 2015 | 8 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 8 | 8 | 0.00% | 0.08% | 0.23% | Q4 2020 | Q3 2022 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.04% | 0.07% | 0.08% | Q4 2019 | Q3 2021 | 8 |
OKABENA INVESTMENT SERVICES INC | 8 | 8 | 0.29% | 0.40% | 0.50% | Q4 2021 | Q3 2023 | 8 |
OPTIONS SOLUTIONS, LLC | 8 | 8 | 0.50% | 0.58% | 0.72% | Q4 2021 | Q3 2023 | 8 |
Heartland Bank & Trust Co | 8 | 8 | 0.68% | 0.81% | 0.98% | Q4 2020 | Q3 2022 | 8 |
HENNESSY ADVISORS INC | 7 | 1 | 0.02% | 0.07% | 0.19% | Q4 2017 | Q1 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 1.60% | 1.85% | 2.08% | Q4 2020 | Q3 2022 | 8 |
Goodman Advisory Group, LLC | 8 | 8 | 0.00% | 0.40% | 1.18% | Q4 2021 | Q3 2023 | 8 |
Marion Wealth Management | 8 | 8 | 0.50% | 0.56% | 0.68% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Pallas Capital Advisors LLC | 8 | 8 | 0.02% | 0.06% | 0.09% | Q2 2021 | Q1 2023 | 8 |
TRUE Private Wealth Advisors | 6 | 1 | 0.00% | 0.04% | 0.07% | Q3 2018 | Q1 2021 | 8 |
LGT Group Foundation | 8 | 8 | 0.85% | 1.01% | 1.15% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.03% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
AXS Investments LLC | 6 | 2 | 0.08% | 0.36% | 0.72% | Q1 2021 | Q3 2023 | 8 |
HARVEY CAPITAL MANAGEMENT INC | 8 | 8 | 2.21% | 2.40% | 2.55% | Q2 2017 | Q1 2019 | 8 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 8 | 8 | 0.22% | 0.41% | 0.57% | Q2 2013 | Q1 2015 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.17% | 0.19% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Emerald Advisors, LLC | 8 | 8 | 0.10% | 0.15% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Resurgent Financial Advisors LLC | 8 | 8 | 0.08% | 0.25% | 0.57% | Q4 2021 | Q3 2023 | 8 |
Parasol Investment Management, LLC | 8 | 8 | 0.02% | 0.05% | 0.08% | Q4 2013 | Q3 2015 | 8 |
BEACH INVESTMENT COUNSEL INC/PA | 8 | 8 | 1.01% | 1.75% | 2.16% | Q2 2013 | Q1 2015 | 8 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
GAMBLE JONES INVESTMENT COUNSEL | 8 | 8 | 0.47% | 0.66% | 0.85% | Q1 2021 | Q4 2022 | 8 |
Connectus Wealth, LLC | 8 | 8 | 0.08% | 0.62% | 0.88% | Q4 2021 | Q3 2023 | 8 |
CITY NATIONAL BANK | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2015 | 8 |
ParenteBeard Wealth Management, LLC | 7 | 7 | 0.03% | 0.38% | 0.96% | Q2 2013 | Q4 2014 | 7 |
Thomasville National Bank | 3 | 2 | 0.02% | 0.05% | 0.08% | Q1 2017 | Q2 2022 | 7 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 7 | 7 | 0.12% | 0.25% | 0.50% | Q1 2022 | Q3 2023 | 7 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 7 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 7 |
Buttonwood Financial Advisors Inc. | 7 | 7 | 0.39% | 0.67% | 0.83% | Q1 2022 | Q3 2023 | 7 |
UBS OCONNOR LLC | 2 | 1 | 0.00% | 0.08% | 0.25% | Q4 2013 | Q3 2018 | 7 |
CAXTON ASSOCIATES LP | 3 | 1 | 0.03% | 0.42% | 1.86% | Q3 2018 | Q3 2022 | 7 |
AXXCESS WEALTH MANAGEMENT, LLC | 5 | 2 | 0.02% | 0.10% | 0.23% | Q4 2021 | Q3 2023 | 7 |
Galvin, Gaustad & Stein, LLC | 6 | 1 | 0.02% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 7 |
Retirement Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 7 |
Cornerstone Advisors, LLC | 5 | 2 | 0.10% | 0.37% | 0.66% | Q1 2020 | Q3 2023 | 7 |
HHG & Company, LLC | 7 | 7 | 0.61% | 0.72% | 0.80% | Q2 2013 | Q4 2014 | 7 |
Pantheon Investment Group, LLC | 7 | 7 | 1.30% | 1.47% | 1.63% | Q2 2020 | Q4 2021 | 7 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.05% | 0.22% | 0.44% | Q1 2021 | Q3 2023 | 7 |
ANGELES WEALTH MANAGEMENT, LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
CKW FINANCIAL GROUP | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q2 2015 | 7 |
Kore Private Wealth LLC | 3 | 2 | 0.01% | 0.04% | 0.10% | Q4 2018 | Q3 2021 | 7 |
FIRST CITIZENS BANCORPORATION INC | 7 | 7 | 0.22% | 0.23% | 0.24% | Q2 2013 | Q4 2014 | 7 |
Kowal Investment Group, LLC | 6 | 1 | 0.01% | 0.09% | 0.11% | Q3 2021 | Q3 2023 | 7 |
Hillman Capital Management, Inc. | 7 | 7 | 0.10% | 0.18% | 0.23% | Q1 2022 | Q3 2023 | 7 |
Quilter Plc | 7 | 7 | 0.02% | 0.04% | 0.08% | Q1 2020 | Q3 2021 | 7 |
Lebenthal Holdings,LLC | 7 | 7 | 0.14% | 0.38% | 0.52% | Q4 2014 | Q2 2016 | 7 |
Aston Asset Management, LLC | 7 | 7 | 0.37% | 1.07% | 1.29% | Q2 2013 | Q4 2014 | 7 |
DE BURLO GROUP INC | 7 | 7 | 0.18% | 2.84% | 4.05% | Q3 2020 | Q1 2022 | 7 |
Darwin Wealth Management, LLC | 5 | 1 | 0.02% | 1.14% | 1.92% | Q2 2016 | Q1 2020 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.07% | 0.12% | 0.18% | Q2 2013 | Q4 2014 | 7 |
CHASE INVESTMENT COUNSEL CORP | 7 | 7 | 0.94% | 1.46% | 2.01% | Q2 2020 | Q4 2021 | 7 |
INTEGRAL DERIVATIVES, LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q1 2016 | 7 |
BTR CAPITAL MANAGEMENT INC | 7 | 7 | 0.04% | 0.05% | 0.05% | Q2 2020 | Q4 2021 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q2 2023 | 7 |
Vantage Financial Partners Ltd., Inc. | 7 | 7 | 0.24% | 0.30% | 0.37% | Q4 2018 | Q2 2020 | 7 |
Li Winifred I | 7 | 7 | 0.09% | 0.18% | 0.22% | Q2 2013 | Q4 2014 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.17% | 0.21% | 0.25% | Q1 2022 | Q3 2023 | 7 |
ERn Financial, LLC | 7 | 7 | 0.06% | 0.11% | 0.13% | Q1 2022 | Q3 2023 | 7 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.06% | 0.30% | 0.69% | Q4 2013 | Q2 2023 | 7 |
Eisler Capital (UK) Ltd. | 3 | 3 | 0.01% | 0.14% | 0.31% | Q1 2023 | Q3 2023 | 7 |
Wealth Advisory Solutions, LLC | 7 | 7 | 0.44% | 1.00% | 1.92% | Q4 2019 | Q2 2021 | 7 |
CERTUITY, LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.02% | 0.02% | 0.04% | Q1 2021 | Q4 2022 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.12% | 0.13% | 0.15% | Q2 2013 | Q4 2014 | 7 |
QCM Cayman, Ltd. | 3 | 1 | 0.16% | 0.74% | 2.01% | Q3 2015 | Q3 2023 | 7 |
Savior LLC | 7 | 7 | 0.04% | 0.05% | 0.08% | Q4 2019 | Q2 2021 | 7 |
Salomon & Ludwin, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 7 |
BUSH ODONNELL INVESTMENT ADVISORS INC | 7 | 7 | 4.20% | 4.87% | 5.55% | Q1 2017 | Q3 2018 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Carroll Investors, Inc | 7 | 7 | 0.23% | 2.19% | 4.06% | Q4 2021 | Q2 2023 | 7 |
Bragg Financial Advisors, Inc | 7 | 7 | 0.01% | 0.20% | 0.31% | Q1 2022 | Q3 2023 | 7 |
ROVIN CAPITAL /UT/ /ADV | 7 | 7 | 0.13% | 0.23% | 0.38% | Q1 2022 | Q3 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.20% | 0.24% | 0.29% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 7 |
Epic Trust Investment Advisors, LLC | 7 | 7 | 0.30% | 0.44% | 0.60% | Q4 2021 | Q2 2023 | 7 |
Partner Investment Management, L.P. | 2 | 1 | 0.46% | 1.26% | 2.14% | Q4 2014 | Q4 2018 | 7 |
Chemistry Wealth Management LLC | 7 | 7 | 0.34% | 0.37% | 0.43% | Q1 2022 | Q3 2023 | 7 |
HAP Trading, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2022 | 7 |
NS Partners Ltd | 7 | 7 | 0.85% | 1.51% | 1.93% | Q2 2015 | Q4 2016 | 7 |
US Asset Management LLC | 4 | 3 | 0.38% | 0.43% | 0.48% | Q3 2021 | Q2 2023 | 7 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q2 2018 | 7 |
FIRST NATIONAL CORP /MA/ /ADV | 6 | 1 | 0.01% | 0.05% | 0.06% | Q1 2019 | Q1 2022 | 7 |
Eschler Asset Management LLP | 4 | 3 | 0.74% | 1.31% | 1.73% | Q4 2021 | Q3 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
FRONT BARNETT ASSOCIATES LLC | 7 | 7 | 1.48% | 1.61% | 1.83% | Q1 2022 | Q3 2023 | 7 |
Raub Brock Capital Management LP | 5 | 2 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q1 2023 | 7 |
MUFG Securities EMEA plc | 3 | 1 | 0.00% | 0.09% | 0.34% | Q2 2018 | Q2 2021 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Seaport Global Advisors, LLC | 7 | 7 | 0.72% | 0.93% | 1.34% | Q4 2021 | Q2 2023 | 7 |
FULTON BREAKEFIELD BROENNIMAN LLC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Five Oceans Advisors | 4 | 3 | 0.13% | 0.21% | 0.35% | Q3 2021 | Q3 2023 | 7 |
Sustainable Insight Capital Management, LLC | 5 | 2 | 0.15% | 2.33% | 3.80% | Q1 2019 | Q1 2021 | 7 |
Alaethes Wealth LLC | 7 | 7 | 1.15% | 1.37% | 1.54% | Q1 2021 | Q3 2022 | 7 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 3 | 1 | 0.04% | 0.08% | 0.16% | Q2 2020 | Q1 2023 | 7 |
CASTLEARK MANAGEMENT LLC | 7 | 7 | 0.89% | 1.63% | 1.89% | Q3 2013 | Q1 2015 | 7 |
Alley Investment Management Company, LLC | 7 | 7 | 2.14% | 2.26% | 2.40% | Q1 2022 | Q3 2023 | 7 |
abrdn Investment Management Ltd | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
MONROE BANK & TRUST/MI | 5 | 1 | 0.00% | 0.10% | 0.20% | Q2 2013 | Q1 2016 | 7 |
Advisor OS, LLC | 7 | 7 | 0.12% | 0.20% | 0.31% | Q2 2020 | Q4 2021 | 7 |
TCF National Bank | 7 | 7 | 0.20% | 0.26% | 0.30% | Q3 2019 | Q1 2021 | 7 |
Karp Capital Management Corp | 4 | 1 | 0.00% | 0.04% | 0.16% | Q4 2014 | Q3 2022 | 7 |
Ken Stern & Associates, Inc. | 7 | 7 | 0.11% | 0.13% | 0.14% | Q1 2017 | Q3 2018 | 7 |
Corbenic Partners LLC | 5 | 2 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q2 2022 | 7 |
Steward Financial Group LLC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Odey Asset Management Group Ltd | 3 | 2 | 0.09% | 0.14% | 0.22% | Q2 2015 | Q4 2018 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.21% | 0.24% | 0.26% | Q1 2022 | Q3 2023 | 7 |
Lombard Odier & Cie (Canada), Limited Partnership | 6 | 1 | 0.05% | 0.20% | 0.71% | Q4 2013 | Q3 2016 | 7 |
BLUESTEIN R H & CO LLC | 4 | 1 | 0.01% | 0.10% | 0.22% | Q2 2013 | Q3 2020 | 7 |
Maven Securities LTD | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 7 |
ICC CAPITAL MANAGEMENT INC/ | 6 | 1 | 0.01% | 0.15% | 0.25% | Q2 2013 | Q1 2015 | 7 |
Focused Wealth Management, Inc | 4 | 1 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q4 2022 | 7 |
SMITH HAYES Advisers, Inc | 7 | 7 | 0.18% | 0.42% | 0.49% | Q3 2014 | Q1 2016 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 7 |
J.Safra Asset Management Corp | 4 | 1 | 0.00% | 0.16% | 0.60% | Q4 2015 | Q3 2023 | 7 |
Malaga Cove Capital, LLC | 5 | 2 | 0.18% | 0.46% | 1.06% | Q4 2013 | Q3 2023 | 7 |
CULLINAN ASSOCIATES INC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Columbia Asset Management | 6 | 1 | 0.05% | 0.20% | 0.30% | Q2 2021 | Q3 2023 | 7 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4 | 3 | 0.03% | 0.14% | 0.23% | Q4 2021 | Q3 2023 | 7 |
Odey Holdings AG | 3 | 2 | 1.13% | 2.85% | 4.38% | Q2 2015 | Q4 2018 | 7 |
Pearl River Capital, LLC | 4 | 1 | 0.08% | 0.23% | 0.35% | Q4 2019 | Q3 2023 | 7 |
Lokken Investment Group LLC | 5 | 1 | 0.18% | 0.21% | 0.23% | Q1 2012 | Q3 2023 | 7 |
First Western Trust Bank | 7 | 7 | 0.22% | 0.28% | 0.42% | Q1 2022 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2014 | 7 |
Horizons Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2023 | 7 |
Cardan Capital Partners, LLC | 4 | 3 | 0.03% | 0.04% | 0.06% | Q1 2018 | Q3 2021 | 7 |
Annex Advisory Services, LLC | 7 | 7 | 0.09% | 0.14% | 0.17% | Q1 2015 | Q3 2016 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.17% | 0.18% | 0.20% | Q1 2022 | Q3 2023 | 7 |
Matrix Trust Co | 7 | 7 | 0.07% | 0.20% | 0.28% | Q1 2022 | Q3 2023 | 7 |
BMS Financial Advisors, LLC | 7 | 7 | 0.31% | 0.42% | 0.53% | Q4 2021 | Q2 2023 | 7 |
RETIREMENT GUYS FORMULA LLC | 7 | 7 | 0.28% | 0.40% | 0.50% | Q4 2021 | Q2 2023 | 7 |
Greenfield Savings Bank | 7 | 7 | 0.42% | 0.46% | 0.50% | Q2 2022 | Q4 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
C M BIDWELL & ASSOCIATES LTD | 2 | 1 | 0.06% | 0.61% | 1.15% | Q2 2013 | Q1 2023 | 7 |
Disciplined Investments, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 7 |
Congress Park Capital LLC | 7 | 7 | 0.15% | 0.20% | 0.27% | Q1 2022 | Q3 2023 | 7 |
PAYDEN & RYGEL | 5 | 1 | 0.99% | 1.12% | 1.23% | Q4 2020 | Q2 2023 | 6 |
Banyan Partners, LLC | 6 | 6 | 0.43% | 0.73% | 0.88% | Q2 2013 | Q3 2014 | 6 |
Braver Wealth Management, LLC | 6 | 6 | 0.35% | 0.51% | 0.65% | Q3 2015 | Q4 2016 | 6 |
Bryn Mawr Capital Management, LLC | 4 | 2 | 0.07% | 0.42% | 0.62% | Q1 2022 | Q3 2023 | 6 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 6 | 6 | 0.01% | 0.10% | 0.15% | Q2 2013 | Q3 2014 | 6 |
ABNER HERRMAN & BROCK LLC | 6 | 6 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Arnhold LLC | 6 | 6 | 0.31% | 0.33% | 0.37% | Q2 2022 | Q3 2023 | 6 |
Roundview Capital LLC | 5 | 1 | 0.07% | 0.11% | 0.26% | Q3 2015 | Q3 2023 | 6 |
FARR MILLER & WASHINGTON LLC/DC | 6 | 6 | 0.09% | 0.11% | 0.12% | Q2 2020 | Q3 2021 | 6 |
Avitas Wealth Management LLC | 3 | 1 | 0.17% | 0.62% | 1.41% | Q2 2018 | Q3 2023 | 6 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 6 |
NWAM LLC | 4 | 2 | 0.02% | 0.14% | 0.46% | Q1 2022 | Q3 2023 | 6 |
WOODSTOCK CORP | 6 | 6 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q1 2022 | 6 |
Concert Wealth Management Inc. | 6 | 6 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q3 2014 | 6 |
LSV ASSET MANAGEMENT | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2022 | 6 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 1 | 0.00% | 0.05% | 0.13% | Q3 2019 | Q3 2023 | 6 |
Prentice Wealth Management LLC | 6 | 6 | 0.11% | 0.12% | 0.13% | Q1 2021 | Q2 2022 | 6 |
GLOBEFLEX CAPITAL L P | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
Charles Carroll Financial Partners, LLC | 6 | 6 | 2.59% | 6.11% | 7.67% | Q2 2022 | Q3 2023 | 6 |
Silicon Hills Wealth Management, LLC | 5 | 1 | 0.10% | 0.15% | 0.18% | Q4 2019 | Q1 2022 | 6 |
Operose Advisors LLC | 5 | 1 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 6 |
Lavaca Capital LLC | 4 | 2 | 0.02% | 0.13% | 0.21% | Q4 2018 | Q3 2023 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 6 |
Bayesian Capital Management, LP | 3 | 1 | 0.08% | 0.29% | 0.97% | Q1 2018 | Q3 2023 | 6 |
CAPITAL GROWTH MANAGEMENT LP | 3 | 1 | 0.46% | 0.63% | 0.73% | Q4 2013 | Q4 2015 | 6 |
Machina Capital S.A.S. | 3 | 1 | 0.10% | 0.45% | 0.91% | Q1 2019 | Q3 2023 | 6 |
OXFORD ASSET MANAGEMENT LLP | 5 | 1 | 0.02% | 0.05% | 0.08% | Q3 2017 | Q4 2019 | 6 |
Opal Wealth Advisors, LLC | 4 | 2 | 0.13% | 0.15% | 0.18% | Q4 2021 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Destiny Wealth Partners, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 6 |
Ergoteles LLC | 4 | 1 | 0.04% | 0.75% | 3.35% | Q3 2020 | Q2 2023 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.14% | 0.17% | 0.21% | Q2 2022 | Q3 2023 | 6 |
Czech National Bank | 6 | 6 | 0.25% | 0.29% | 0.33% | Q3 2022 | Q4 2023 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.35% | 0.42% | 0.68% | Q2 2022 | Q3 2023 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
First Fiduciary Investment Counsel, Inc. | 6 | 6 | 1.06% | 1.73% | 2.81% | Q2 2022 | Q3 2023 | 6 |
Valley Brook Capital Group, Inc. | 6 | 6 | 0.17% | 0.20% | 0.23% | Q4 2020 | Q1 2022 | 6 |
Schooner Investment Group, LLC. | 6 | 6 | 0.25% | 0.47% | 0.79% | Q4 2014 | Q1 2016 | 6 |
Selective Wealth Management, Inc. | 6 | 6 | 0.05% | 0.07% | 0.10% | Q2 2021 | Q3 2022 | 6 |
Taikang Asset Management (Hong Kong) Co Ltd | 6 | 6 | 0.14% | 0.20% | 0.38% | Q3 2018 | Q4 2019 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.12% | 0.32% | 0.62% | Q2 2022 | Q3 2023 | 6 |
New Millennium Group LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
MEITAV INVESTMENT HOUSE LTD | 5 | 1 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q4 2022 | 6 |
MQS Management LLC | 3 | 3 | 0.14% | 0.34% | 0.67% | Q4 2021 | Q3 2023 | 6 |
NORTH STAR ASSET MANAGEMENT INC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
DAVIDSON TRUST CO | 6 | 6 | 0.16% | 0.19% | 0.21% | Q4 2020 | Q1 2022 | 6 |
ZEVIN ASSET MANAGEMENT LLC | 6 | 6 | 1.99% | 2.33% | 2.64% | Q2 2017 | Q3 2018 | 6 |
Advocacy Wealth Management Services, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2022 | 6 |
Knott David M Jr | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
NOVARE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.03% | 0.38% | 0.95% | Q3 2018 | Q1 2023 | 6 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 6 |
Hoese & Co LLP | 6 | 6 | 0.00% | 0.04% | 0.06% | Q2 2021 | Q3 2022 | 6 |
LVM CAPITAL MANAGEMENT LTD/MI | 6 | 6 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q4 2022 | 6 |
NORTHPOINTE CAPITAL LLC | 3 | 1 | 0.40% | 0.55% | 1.13% | Q2 2016 | Q2 2019 | 6 |
Alhambra Investment Management LLC | 6 | 6 | 0.24% | 0.28% | 0.32% | Q4 2020 | Q1 2022 | 6 |
Fortis Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
TimeScale Financial, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.13% | 0.32% | 0.69% | Q4 2019 | Q3 2021 | 6 |
Iron Horse Wealth Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
First National Advisers, LLC | 6 | 6 | 0.71% | 1.00% | 1.61% | Q2 2022 | Q3 2023 | 6 |
Sage Mountain Advisors LLC | 3 | 3 | 0.03% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 6 |
EAGLE GLOBAL ADVISORS LLC | 6 | 6 | 0.52% | 0.59% | 0.64% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Ten Capital Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q1 2023 | 6 |
Weiss Asset Management LP | 4 | 1 | 0.01% | 0.04% | 0.12% | Q1 2019 | Q3 2022 | 6 |
Beech Hill Advisors, Inc. | 6 | 6 | 2.19% | 2.35% | 2.73% | Q4 2018 | Q1 2020 | 6 |
ARS Wealth Advisors Group, LLC | 6 | 6 | 0.38% | 0.84% | 1.45% | Q2 2022 | Q3 2023 | 6 |
Cryder Capital Partners LLP | 6 | 6 | 9.42% | 10.97% | 12.32% | Q4 2014 | Q1 2016 | 6 |
PEOPLES BANK /OH | 6 | 6 | 0.11% | 0.16% | 0.19% | Q2 2021 | Q3 2022 | 6 |
Magnetar Financial LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q4 2021 | 6 |
Riverwater Partners LLC | 6 | 6 | 0.24% | 0.26% | 0.27% | Q3 2022 | Q4 2023 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.43% | 0.75% | 1.16% | Q2 2015 | Q3 2016 | 6 |
FORBES J M & CO LLP | 6 | 6 | 1.00% | 1.13% | 1.24% | Q2 2021 | Q3 2022 | 6 |
Astoria Portfolio Advisors LLC. | 6 | 6 | 0.13% | 0.17% | 0.21% | Q2 2022 | Q3 2023 | 6 |
JB Capital LLC | 6 | 6 | 0.02% | 0.41% | 0.54% | Q2 2022 | Q3 2023 | 6 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2015 | 6 |
Patriot Wealth Management, Inc. | 6 | 6 | 0.65% | 1.00% | 1.18% | Q3 2017 | Q4 2018 | 6 |
PUBLIC INVESTMENT FUND | 6 | 6 | 1.10% | 1.32% | 1.70% | Q2 2022 | Q3 2023 | 6 |
Power Corp of Canada | 5 | 1 | 0.02% | 0.06% | 0.16% | Q1 2022 | Q3 2023 | 6 |
Global Wealth Management Investment Advisory, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.02% | 0.15% | 0.35% | Q3 2016 | Q4 2017 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
FARMERS TRUST CO | 6 | 6 | 0.96% | 1.22% | 1.44% | Q3 2019 | Q4 2020 | 6 |
LWS Wealth Advisors, Inc. | 6 | 6 | 0.77% | 1.36% | 1.80% | Q2 2022 | Q3 2023 | 6 |
A.R.T. Advisors, LLC | 2 | 1 | 0.15% | 0.22% | 0.35% | Q3 2013 | Q3 2019 | 6 |
Great Lakes Retirement, Inc. | 4 | 2 | 0.30% | 0.48% | 0.62% | Q4 2019 | Q3 2023 | 6 |
WFA of San Diego, LLC | 2 | 1 | 0.03% | 0.07% | 0.19% | Q2 2020 | Q3 2023 | 6 |
Autumn Glory Partners, LLC | 3 | 1 | 0.15% | 0.21% | 0.36% | Q4 2021 | Q3 2023 | 6 |
Alpine Global Management, LLC | 3 | 1 | 0.07% | 0.12% | 0.18% | Q4 2014 | Q3 2020 | 6 |
REYNOLDS CAPITAL MANAGEMENT LLC | 6 | 6 | 0.19% | 0.23% | 0.35% | Q2 2013 | Q3 2014 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.10% | 0.15% | 0.21% | Q2 2022 | Q3 2023 | 6 |
MURPHY CAPITAL MANAGEMENT INC | 6 | 6 | 0.07% | 0.14% | 0.23% | Q1 2021 | Q2 2022 | 6 |
Seven Springs Wealth Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
Zions Trust, National Association | 6 | 6 | 0.02% | 0.06% | 0.11% | Q3 2013 | Q4 2014 | 6 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
MARIETTA INVESTMENT PARTNERS LLC | 4 | 2 | 0.05% | 0.25% | 0.41% | Q2 2013 | Q1 2022 | 6 |
SEI TRUST CO | 6 | 6 | 0.23% | 0.32% | 0.48% | Q2 2013 | Q3 2014 | 6 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 6 | 6 | 0.25% | 0.29% | 0.31% | Q2 2022 | Q3 2023 | 6 |
tru Independence LLC | 5 | 1 | 0.00% | 0.04% | 0.08% | Q4 2019 | Q2 2021 | 6 |
Powell Investment Advisors, LLC | 6 | 6 | 0.17% | 0.26% | 0.30% | Q2 2022 | Q3 2023 | 6 |
Lansing Street Advisors | 6 | 6 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q2 2023 | 6 |
PICTON MAHONEY ASSET MANAGEMENT | 4 | 2 | 0.36% | 0.52% | 0.60% | Q2 2013 | Q3 2017 | 6 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 1 | 0.03% | 0.22% | 0.65% | Q4 2019 | Q3 2023 | 6 |
Edmond de Rothschild (Europe) | 6 | 6 | 0.14% | 0.25% | 0.33% | Q2 2015 | Q3 2016 | 6 |
Cinctive Capital Management LP | 6 | 6 | 0.16% | 0.32% | 0.57% | Q1 2022 | Q2 2023 | 6 |
VICUS CAPITAL | 6 | 6 | 0.04% | 0.06% | 0.06% | Q1 2017 | Q2 2018 | 6 |
TLP GROUP LLC | 3 | 1 | 0.01% | 0.09% | 0.37% | Q1 2016 | Q3 2018 | 6 |
Sendero Wealth Management, LLC | 6 | 6 | 0.27% | 0.35% | 0.48% | Q2 2022 | Q3 2023 | 6 |
ADVISORY RESEARCH INC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q3 2023 | 6 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.13% | 0.26% | 0.43% | Q2 2017 | Q1 2023 | 6 |
Espalier Global Management LLC | 4 | 2 | 0.93% | 2.66% | 6.70% | Q2 2013 | Q1 2015 | 6 |
Centre Asset Management, LLC | 6 | 6 | 0.95% | 1.17% | 1.37% | Q3 2013 | Q4 2014 | 6 |
White Knight Strategic Wealth Advisors, LLC | 3 | 3 | 0.25% | 0.30% | 0.34% | Q4 2021 | Q2 2023 | 6 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 3 | 2 | 0.69% | 2.60% | 5.08% | Q4 2018 | Q3 2020 | 6 |
Columbus Macro, LLC | 6 | 6 | 0.13% | 0.19% | 0.27% | Q2 2022 | Q3 2023 | 6 |
UBP Investment Advisors SA | 4 | 2 | 0.13% | 0.17% | 0.23% | Q3 2020 | Q1 2022 | 6 |
Clearstead Trust, LLC | 5 | 1 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 6 |
Sandhill Capital Partners LLC | 6 | 6 | 0.46% | 0.51% | 0.60% | Q2 2022 | Q3 2023 | 6 |
Summit Financial Strategies, Inc. | 6 | 6 | 0.06% | 0.08% | 0.11% | Q4 2020 | Q1 2022 | 6 |
Gradient Capital Advisors, LLC | 5 | 1 | 0.08% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 6 |
TCWP LLC | 6 | 6 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q1 2023 | 6 |
Stelac Advisory Services LLC | 6 | 6 | 0.10% | 0.21% | 0.31% | Q2 2020 | Q3 2021 | 6 |
Merit Financial Group, LLC | 6 | 6 | 0.04% | 0.15% | 0.18% | Q2 2022 | Q3 2023 | 6 |
Keystone Financial Group | 5 | 1 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q4 2022 | 6 |
Johnson Financial Group, LLC | 6 | 6 | 0.27% | 0.31% | 0.34% | Q4 2016 | Q1 2018 | 6 |
MCKINLEY CAPITAL MANAGEMENT LLC | 6 | 6 | 0.58% | 0.82% | 1.02% | Q4 2020 | Q1 2022 | 6 |
Parkside Investments, LLC | 6 | 6 | 0.12% | 0.35% | 0.56% | Q3 2017 | Q4 2018 | 6 |
Alliance Wealth Advisors, LLC | 6 | 6 | 0.16% | 0.19% | 0.22% | Q2 2022 | Q3 2023 | 6 |
PGIM Custom Harvest LLC | 4 | 2 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q1 2023 | 6 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 4 | 2 | 0.16% | 0.31% | 0.39% | Q2 2013 | Q3 2023 | 6 |
Asset Allocation & Management Company, LLC | 6 | 6 | 0.11% | 0.20% | 0.31% | Q4 2021 | Q1 2023 | 6 |
Mill Capital Management, LLC | 3 | 3 | 0.03% | 0.07% | 0.18% | Q4 2021 | Q2 2023 | 6 |
Oxbow Advisors, LLC | 6 | 6 | 0.09% | 0.21% | 0.36% | Q2 2018 | Q3 2019 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
High Net Worth Advisory Group LLC | 5 | 1 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q4 2023 | 6 |
GRIES FINANCIAL LLC | 6 | 6 | 0.46% | 0.59% | 0.79% | Q2 2022 | Q3 2023 | 6 |
Standard Family Office LLC | 3 | 1 | 0.00% | 0.07% | 0.12% | Q4 2020 | Q3 2022 | 6 |
Everhart Financial Group, Inc. | 6 | 6 | 0.12% | 0.16% | 0.26% | Q2 2022 | Q3 2023 | 6 |
Legend Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
STRATEGIC WEALTH MANAGEMENT INC | 5 | 5 | 0.01% | 0.09% | 0.40% | Q2 2020 | Q2 2021 | 5 |
Red Door Wealth Management, LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 5 |
JBF Capital, Inc. | 5 | 5 | 0.80% | 1.52% | 2.18% | Q3 2018 | Q3 2019 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.08% | 0.18% | Q1 2018 | Q1 2019 | 5 |
FNY Managed Accounts LLC | 3 | 2 | 0.01% | 0.14% | 0.58% | Q3 2015 | Q1 2018 | 5 |
Glassy Mountain Advisors, Inc. | 3 | 1 | 1.69% | 1.84% | 2.08% | Q4 2021 | Q2 2023 | 5 |
CWA Asset Management Group, LLC | 3 | 2 | 0.01% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 5 |
Airain ltd | 2 | 1 | 0.01% | 0.15% | 0.52% | Q2 2013 | Q4 2016 | 5 |
Keudell/Morrison Wealth Management | 4 | 1 | 0.11% | 0.18% | 0.23% | Q1 2019 | Q2 2021 | 5 |
Stonehage Fleming Financial Services Holdings Ltd | 3 | 2 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 5 |
TBH Global Asset Management, LLC | 5 | 5 | 0.07% | 0.07% | 0.08% | Q4 2020 | Q4 2021 | 5 |
Mitsubishi UFJ Asset Management (UK) Ltd. | 5 | 5 | 1.22% | 1.64% | 1.86% | Q2 2017 | Q2 2018 | 5 |
Alpha DNA Investment Management LLC | 3 | 2 | 0.06% | 0.31% | 0.52% | Q4 2020 | Q1 2023 | 5 |
IndexIQ Advisors LLC | 5 | 5 | 0.10% | 0.11% | 0.12% | Q1 2021 | Q1 2022 | 5 |
Third Point | 5 | 5 | 2.26% | 4.81% | 5.82% | Q2 2017 | Q2 2018 | 5 |
Baring International Investment Ltd | 5 | 5 | 0.69% | 0.79% | 0.87% | Q2 2013 | Q2 2014 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2017 | 5 |
Clear Harbor Asset Management, LLC | 3 | 1 | 0.00% | 0.33% | 0.61% | Q4 2019 | Q3 2023 | 5 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 5 | 5 | 0.04% | 0.05% | 0.06% | Q1 2018 | Q1 2019 | 5 |
Vigilare Wealth Management | 5 | 5 | 0.13% | 0.16% | 0.20% | Q4 2020 | Q4 2021 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Financial Connections Group, Inc. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Liontrust Investment Partners LLP | 3 | 1 | 0.01% | 0.09% | 0.19% | Q4 2020 | Q4 2022 | 5 |
FIDUCIARY ASSET MANAGEMENT LLC | 5 | 5 | 2.02% | 2.30% | 2.48% | Q1 2014 | Q1 2015 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.12% | 0.13% | 0.13% | Q2 2013 | Q2 2014 | 5 |
Fiduciary Planning LLC | 5 | 5 | 0.00% | 1.68% | 2.37% | Q1 2020 | Q1 2021 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q2 2014 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.14% | 0.15% | 0.17% | Q3 2022 | Q3 2023 | 5 |
Founders Capital Management | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
AT Bancorp | 5 | 5 | 0.18% | 0.67% | 0.82% | Q2 2013 | Q2 2014 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 2 | 0.16% | 0.43% | 0.67% | Q1 2019 | Q3 2022 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
REDMONT WEALTH ADVISORS LLC | 5 | 5 | 0.37% | 0.42% | 0.49% | Q4 2021 | Q4 2022 | 5 |
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP | 5 | 5 | 0.04% | 0.15% | 0.21% | Q3 2015 | Q3 2016 | 5 |
First Bancorp, Inc /ME/ | 5 | 5 | 0.20% | 0.21% | 0.22% | Q3 2022 | Q3 2023 | 5 |
Farmers National Bank | 3 | 2 | 0.05% | 0.43% | 0.85% | Q4 2017 | Q2 2019 | 5 |
RWQ Financial Management Services, Inc. | 5 | 5 | 0.40% | 1.27% | 2.02% | Q4 2020 | Q4 2021 | 5 |
WAFRA INC. | 5 | 5 | 0.34% | 0.38% | 0.50% | Q1 2017 | Q1 2018 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.18% | 0.19% | 0.20% | Q3 2022 | Q3 2023 | 5 |
Trilogy Capital Inc. | 3 | 2 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 5 |
Addison Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Altman Advisors, Inc. | 5 | 5 | 1.96% | 2.46% | 2.91% | Q4 2017 | Q4 2018 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q4 2022 | 5 |
Carmel Capital Partners, LLC | 4 | 1 | 0.15% | 0.18% | 0.19% | Q4 2021 | Q3 2023 | 5 |
RPG Investment Advisory, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2018 | 5 |
Virtus ETF Advisers LLC | 2 | 1 | 0.00% | 0.10% | 0.46% | Q3 2018 | Q2 2023 | 5 |
Bluefin Trading, LLC | 1 | 1 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q4 2015 | 5 |
XR Securities LLC | 2 | 1 | 0.01% | 0.06% | 0.20% | Q4 2018 | Q1 2023 | 5 |
Black Swift Group, LLC | 4 | 1 | 0.00% | 0.06% | 0.12% | Q3 2017 | Q4 2020 | 5 |
HBW ADVISORY SERVICES LLC | 3 | 2 | 0.06% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 5 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 3 | 2 | 0.02% | 0.99% | 1.64% | Q4 2014 | Q1 2022 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
WealthStone, Inc. | 4 | 1 | 0.11% | 0.22% | 0.60% | Q2 2019 | Q1 2021 | 5 |
Goelzer Investment Management, Inc. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
New Jersey Better Educational Savings Trust | 5 | 5 | 0.40% | 0.45% | 0.48% | Q1 2014 | Q1 2015 | 5 |
ALLEGHANY CORP /DE | 5 | 5 | 2.82% | 4.54% | 5.25% | Q1 2016 | Q1 2017 | 5 |
Old Port Advisors | 4 | 1 | 0.08% | 0.09% | 0.09% | Q2 2021 | Q4 2022 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.04% | 0.07% | 0.09% | Q4 2017 | Q4 2018 | 5 |
ABEILLE ASSET MANAGEMENT SA | 5 | 5 | 0.18% | 1.10% | 1.82% | Q4 2021 | Q4 2022 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q1 2016 | 5 |
GOULD ASSET MANAGEMENT LLC /CA/ | 5 | 5 | 0.07% | 0.08% | 0.10% | Q1 2021 | Q1 2022 | 5 |
Stearns Financial Services Group | 4 | 1 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q3 2018 | 5 |
ArrowMark Colorado Holdings LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2014 | 5 |
PDS Planning, Inc | 4 | 1 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q3 2023 | 5 |
Elmwood Wealth Management, Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2020 | 5 |
AJO, LP | 5 | 5 | 0.02% | 0.04% | 0.08% | Q3 2019 | Q3 2020 | 5 |
Kingfisher Capital LLC | 5 | 5 | 0.18% | 0.20% | 0.21% | Q3 2022 | Q3 2023 | 5 |
Brookfield Asset Management | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 5 |
NEW YORK LIFE TRUST CO | 4 | 1 | 0.05% | 0.14% | 0.33% | Q4 2013 | Q1 2015 | 5 |
IMPACTfolio, LLC | 5 | 5 | 0.22% | 0.26% | 0.33% | Q4 2021 | Q4 2022 | 5 |
Delta Accumulation, LLC | 3 | 3 | 0.90% | 1.31% | 2.50% | Q4 2021 | Q2 2022 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.07% | 0.08% | 0.09% | Q2 2013 | Q2 2014 | 5 |
Blue Granite Capital, LLC | 5 | 5 | 0.27% | 1.25% | 1.61% | Q4 2016 | Q4 2017 | 5 |
Resonant Capital Advisors, LLC | 3 | 2 | 0.04% | 0.07% | 0.09% | Q4 2019 | Q3 2023 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.17% | 0.21% | 0.24% | Q3 2022 | Q3 2023 | 5 |
SUFFOLK CAPITAL MANAGEMENT LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q2 2014 | Q2 2015 | 5 |
AMJ Financial Wealth Management | 5 | 5 | 0.22% | 0.26% | 0.28% | Q4 2020 | Q4 2021 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.22% | 0.23% | 0.24% | Q2 2015 | Q2 2016 | 5 |
Cedar Brook Financial Partners, LLC | 3 | 2 | 0.06% | 0.07% | 0.09% | Q3 2020 | Q4 2021 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Santa Fe Partners LLC | 4 | 1 | 0.07% | 0.31% | 0.50% | Q3 2013 | Q4 2014 | 5 |
TIVERTON ASSET MANAGEMENT LLC | 3 | 2 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2019 | 5 |
CONNORS INVESTOR SERVICES INC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2017 | 5 |
Port Capital LLC | 5 | 5 | 0.16% | 0.20% | 0.26% | Q4 2017 | Q4 2018 | 5 |
Phocas Financial Corp. | 5 | 5 | 0.03% | 0.06% | 0.08% | Q1 2021 | Q1 2022 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 5 |
Jump Financial, LLC | 2 | 1 | 0.02% | 0.08% | 0.25% | Q1 2021 | Q3 2023 | 5 |
W.H. Cornerstone Investments Inc. | 5 | 5 | 0.31% | 0.34% | 0.38% | Q3 2022 | Q3 2023 | 5 |
Blooom, Inc. | 5 | 5 | 0.16% | 0.17% | 0.19% | Q1 2021 | Q1 2022 | 5 |
Bank of Kentucky, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2015 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.18% | 0.23% | 0.29% | Q3 2022 | Q3 2023 | 5 |
Loudon Investment Management, LLC | 5 | 5 | 0.42% | 0.46% | 0.52% | Q3 2022 | Q3 2023 | 5 |
Turim 21 Investimentos Ltda. | 4 | 1 | 2.42% | 4.68% | 6.58% | Q1 2022 | Q3 2023 | 5 |
BANKERS TRUST CO | 5 | 5 | 1.10% | 1.22% | 1.38% | Q2 2013 | Q2 2014 | 5 |
Paragon Private Wealth Management, LLC | 5 | 5 | 0.40% | 0.43% | 0.48% | Q3 2022 | Q3 2023 | 5 |
TWINBEECH CAPITAL LP | 3 | 1 | 0.04% | 0.32% | 0.68% | Q4 2019 | Q4 2021 | 5 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 5 | 5 | 1.44% | 1.69% | 1.84% | Q3 2022 | Q3 2023 | 5 |
Northside Capital Management, LLC | 5 | 5 | 0.09% | 0.13% | 0.20% | Q3 2019 | Q3 2020 | 5 |
FULLER & THALER ASSET MANAGEMENT, INC. | 5 | 5 | 0.05% | 0.36% | 0.66% | Q2 2013 | Q2 2014 | 5 |
DELPHI MANAGEMENT INC /MA/ | 4 | 1 | 0.95% | 1.08% | 1.18% | Q1 2021 | Q4 2022 | 5 |
Investors Financial Group, LLC | 5 | 5 | 0.11% | 0.13% | 0.15% | Q4 2020 | Q4 2021 | 5 |
MADISON INVESTMENT HOLDINGS INC | 4 | 1 | 0.15% | 0.36% | 0.53% | Q2 2013 | Q3 2019 | 5 |
New England Research & Management, Inc. | 2 | 1 | 0.16% | 0.27% | 0.49% | Q2 2015 | Q3 2018 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.04% | 0.69% | 0.98% | Q2 2013 | Q2 2021 | 5 |
Pinion Investment Advisors, LLC | 3 | 1 | 0.10% | 0.51% | 0.65% | Q1 2018 | Q4 2021 | 5 |
JOURNEY STRATEGIC WEALTH LLC | 3 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q1 2023 | 5 |
CHICAGO EQUITY PARTNERS LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q1 2020 | 5 |
MEYER HANDELMAN CO | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q3 2021 | 5 |
Lombard Odier Asset Management (USA) Corp | 2 | 2 | 0.02% | 0.20% | 0.25% | Q2 2020 | Q3 2020 | 5 |
Second Half Financial Partners, LLC | 5 | 5 | 1.38% | 3.57% | 5.66% | Q3 2022 | Q3 2023 | 5 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 5 |
General Partner, Inc. | 5 | 5 | 0.12% | 0.14% | 0.16% | Q4 2022 | Q4 2023 | 5 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 4 | 1 | 0.14% | 0.88% | 2.64% | Q4 2020 | Q1 2023 | 5 |
NICOLET ADVISORY SERVICES, LLC | 4 | 1 | 0.03% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 5 |
Quantitative Systematic Strategies LLC | 2 | 1 | 0.05% | 0.19% | 0.44% | Q3 2015 | Q3 2020 | 5 |
SteelPeak Wealth, LLC | 5 | 5 | 0.02% | 0.04% | 0.08% | Q3 2020 | Q3 2021 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.88% | 0.97% | 1.10% | Q4 2022 | Q4 2023 | 5 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Live Your Vision, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
Uncommon Cents Investing LLC | 5 | 5 | 0.09% | 0.15% | 0.18% | Q3 2022 | Q3 2023 | 5 |
Greenwich Investment Management, Inc. | 4 | 1 | 0.69% | 1.50% | 2.17% | Q4 2013 | Q1 2020 | 5 |
EXCALIBUR MANAGEMENT CORP | 4 | 1 | 0.11% | 0.13% | 0.14% | Q2 2022 | Q3 2023 | 5 |
XML Financial, LLC | 4 | 1 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 5 |
Fermata Advisors, LLC | 5 | 5 | 0.07% | 0.13% | 0.19% | Q2 2021 | Q2 2022 | 5 |
MRA Advisory Group | 5 | 5 | 0.22% | 0.31% | 0.39% | Q2 2022 | Q2 2023 | 5 |
FIDUCIARY MANAGEMENT INC /WI/ | 5 | 5 | 1.23% | 1.41% | 1.62% | Q3 2022 | Q3 2023 | 5 |
LFA - Lugano Financial Advisors SA | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 5 |
Graves Light Lenhart Wealth, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
NINE MASTS CAPITAL Ltd | 2 | 2 | 0.00% | 0.03% | 0.08% | Q4 2018 | Q1 2019 | 5 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 5 | 5 | 1.23% | 1.73% | 2.12% | Q4 2020 | Q4 2021 | 5 |
NORWOOD FINANCIAL CORP | 5 | 5 | 0.12% | 0.12% | 0.13% | Q3 2022 | Q3 2023 | 5 |
NatWest Group plc | 3 | 2 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2015 | 5 |
Commonwealth Retirement Investments LLC | 4 | 4 | 1.25% | 1.40% | 1.46% | Q4 2022 | Q3 2023 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
AlphaStar Capital Management, LLC | 4 | 4 | 0.02% | 0.06% | 0.09% | Q3 2021 | Q2 2022 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
TCG Advisors, LP | 4 | 4 | 0.04% | 0.11% | 0.18% | Q1 2019 | Q4 2019 | 4 |
Walter Public Investments Inc. | 4 | 4 | 0.08% | 0.10% | 0.12% | Q3 2022 | Q2 2023 | 4 |
Summit Financial Wealth Advisors, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q1 2022 | 4 |
J.P. Turner & Co Capital Mnagement, LLC | 4 | 4 | 0.31% | 0.39% | 0.50% | Q4 2014 | Q3 2015 | 4 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.02% | 0.18% | 0.36% | Q3 2016 | Q3 2018 | 4 |
Tradewinds Capital Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 4 |
KOPP INVESTMENT ADVISORS LLC | 4 | 4 | 0.37% | 0.43% | 0.50% | Q2 2013 | Q1 2014 | 4 |
Phoenix Holdings Ltd. | 3 | 1 | 0.05% | 0.17% | 0.50% | Q3 2019 | Q3 2020 | 4 |
Delphi Private Advisors LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
L2 Asset Management, LLC | 4 | 4 | 0.13% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Hamilton Point Investment Advisors, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
TRILLIUM ASSET MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 4 |
EACHWIN CAPITAL, LP | 4 | 4 | 2.79% | 2.89% | 2.97% | Q4 2015 | Q3 2016 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 3 | 1 | 0.04% | 0.12% | 0.16% | Q4 2021 | Q3 2023 | 4 |
Princeton Alpha Management LP | 2 | 1 | 0.08% | 0.12% | 0.18% | Q2 2014 | Q3 2016 | 4 |
PFG Advisors | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Tillar-Wenstrup Advisors, LLC | 3 | 1 | 0.42% | 0.62% | 1.14% | Q4 2018 | Q4 2022 | 4 |
Blackhawk Capital Partners LLC. | 3 | 1 | 0.09% | 0.49% | 1.51% | Q4 2017 | Q1 2022 | 4 |
Sanibel Captiva Investment Advisers, Inc. | 4 | 4 | 0.28% | 0.61% | 1.00% | Q1 2013 | Q4 2013 | 4 |
Cerebellum GP, LLC | 3 | 1 | 0.01% | 0.22% | 0.30% | Q1 2019 | Q3 2020 | 4 |
HCR Wealth Advisors | 1 | 1 | 0.03% | 0.05% | 0.06% | Q2 2019 | Q4 2021 | 4 |
ZWJ INVESTMENT COUNSEL INC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q4 2017 | 4 |
Alpha Family Trust | 4 | 4 | 0.18% | 0.21% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Antonetti Capital Management LLC | 4 | 4 | 0.07% | 0.13% | 0.16% | Q2 2013 | Q1 2014 | 4 |
CFS, LLC | 4 | 4 | 0.14% | 0.16% | 0.17% | Q2 2013 | Q1 2014 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
HARBOR CAPITAL ADVISORS, INC. | 4 | 4 | 0.32% | 0.36% | 0.44% | Q1 2023 | Q4 2023 | 4 |
Global Financial Private Capital, Inc | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2020 | 4 |
Morse Asset Management, Inc | 4 | 4 | 0.06% | 0.08% | 0.10% | Q4 2017 | Q3 2018 | 4 |
Knowledge Leaders Capital, LLC | 4 | 4 | 2.38% | 3.85% | 5.31% | Q3 2017 | Q2 2018 | 4 |
Vulcan Value Partners, LLC | 2 | 2 | 0.00% | 0.60% | 1.49% | Q3 2018 | Q3 2019 | 4 |
AlphaCore Capital LLC | 4 | 4 | 0.11% | 0.16% | 0.25% | Q4 2022 | Q3 2023 | 4 |
MILLER HOWARD INVESTMENTS INC /NY | 4 | 4 | 0.03% | 0.06% | 0.08% | Q3 2015 | Q2 2016 | 4 |
Ninepoint Partners LP | 2 | 2 | 0.06% | 0.10% | 0.14% | Q3 2021 | Q3 2023 | 4 |
Aspen Investment Management Inc | 3 | 1 | 0.15% | 0.15% | 0.16% | Q4 2013 | Q1 2018 | 4 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 3 | 1 | 0.08% | 0.09% | 0.10% | Q3 2017 | Q2 2019 | 4 |
Aevitas Wealth Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2018 | 4 |
FSI GROUP, LLC | 3 | 1 | 2.80% | 4.29% | 7.19% | Q1 2014 | Q3 2019 | 4 |
Lingohr Asset Management GmbH | 2 | 2 | 0.17% | 0.36% | 0.67% | Q2 2013 | Q4 2015 | 4 |
Wills Financial Group, Inc. | 4 | 4 | 0.31% | 0.61% | 0.92% | Q2 2018 | Q1 2019 | 4 |
Castle Rock Wealth Management, LLC | 4 | 4 | 0.23% | 0.27% | 0.31% | Q1 2020 | Q4 2020 | 4 |
CONNABLE OFFICE INC | 4 | 4 | 0.34% | 0.36% | 0.37% | Q1 2020 | Q4 2020 | 4 |
CHARTWELL INVESTMENT PARTNERS/PA | 4 | 4 | 0.14% | 0.17% | 0.19% | Q2 2013 | Q1 2014 | 4 |
EMERALD ADVISERS, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q2 2014 | 4 |
Nikulski Financial, Inc. | 2 | 1 | 0.08% | 0.09% | 0.11% | Q1 2022 | Q3 2023 | 4 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.13% | 0.44% | Q4 2017 | Q2 2021 | 4 |
Meristem Family Wealth, LLC | 4 | 4 | 0.05% | 0.07% | 0.09% | Q2 2021 | Q1 2022 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q4 2018 | 4 |
TMD & ASSOCIATES, INC | 4 | 4 | 0.17% | 0.17% | 0.18% | Q3 2018 | Q2 2019 | 4 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q2 2014 | Q2 2018 | 4 |
RIVER GLOBAL INVESTORS LLP | 4 | 4 | 0.08% | 0.11% | 0.15% | Q4 2022 | Q3 2023 | 4 |
ArchPoint Investors | 4 | 4 | 0.18% | 0.25% | 0.31% | Q4 2014 | Q3 2015 | 4 |
Randolph Co Inc | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q3 2018 | 4 |
Psagot Value Holdings Ltd. | 3 | 1 | 0.01% | 0.03% | 0.08% | Q2 2019 | Q3 2021 | 4 |
NorthCoast Asset Management LLC | 3 | 1 | 0.06% | 0.09% | 0.16% | Q2 2013 | Q3 2021 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.12% | 0.18% | 0.21% | Q2 2013 | Q1 2014 | 4 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.03% | 0.12% | 0.25% | Q2 2018 | Q4 2021 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.01% | 0.09% | 0.26% | Q2 2023 | Q3 2023 | 4 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.03% | 0.16% | 0.35% | Q2 2022 | Q2 2023 | 4 |
Swaine & Leidel Wealth Services, LLC | 2 | 2 | 1.78% | 2.31% | 2.96% | Q4 2018 | Q1 2020 | 4 |
VSR Financial Services, Inc. | 3 | 1 | 0.04% | 0.06% | 0.08% | Q3 2013 | Q1 2016 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
First City Capital Management, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q1 2016 | 4 |
AVITY INVESTMENT MANAGEMENT INC. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q1 2022 | 4 |
Horizon Investment Services, LLC | 4 | 4 | 0.12% | 0.67% | 2.22% | Q2 2013 | Q1 2014 | 4 |
White Elm Capital, LLC | 4 | 4 | 1.09% | 1.57% | 2.02% | Q4 2017 | Q3 2018 | 4 |
Next Capital Management LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2019 | 4 |
Portfolio Strategies, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 4 |
Global Strategic Investment Solutions, LLC | 4 | 4 | 0.06% | 0.08% | 0.10% | Q1 2021 | Q4 2021 | 4 |
Man Investments Ltd | 4 | 4 | 0.02% | 0.10% | 0.20% | Q3 2013 | Q2 2014 | 4 |
Paragon Capital Management LLC | 3 | 1 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q1 2020 | 4 |
Red Tortoise LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Meridian Financial Partners LLC | 4 | 4 | 0.17% | 0.34% | 0.59% | Q4 2021 | Q3 2022 | 4 |
West Oak Capital, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2018 | 4 |
Tetrem Capital Management Ltd. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2014 | 4 |
Bernardo Wealth Planning LLC | 3 | 1 | 0.10% | 0.12% | 0.17% | Q1 2019 | Q4 2020 | 4 |
MAVERICK CAPITAL LTD | 4 | 4 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q2 2021 | 4 |
Foothills Asset Management, Ltd. | 4 | 4 | 1.84% | 1.92% | 1.98% | Q4 2013 | Q3 2014 | 4 |
TrinityPoint Wealth, LLC | 4 | 4 | 0.16% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2021 | 4 |
LEVIN CAPITAL STRATEGIES, L.P. | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q4 2018 | 4 |
Findlay Park Partners LLP | 4 | 4 | 0.39% | 0.69% | 0.81% | Q2 2013 | Q1 2014 | 4 |
WestEnd Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Yarbrough Capital, LLC | 4 | 4 | 0.05% | 0.10% | 0.15% | Q4 2021 | Q3 2022 | 4 |
Westend Capital Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 4 |
First Farmers & Merchants Bank / Trust | 4 | 4 | 0.75% | 0.78% | 0.84% | Q4 2021 | Q3 2022 | 4 |
Polar Asset Management Partners Inc. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 4 |
F&C Asset Management plc | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q1 2014 | 4 |
MOODY ALDRICH PARTNERS LLC | 4 | 4 | 0.13% | 0.20% | 0.28% | Q1 2020 | Q4 2020 | 4 |
Legacy Trust | 4 | 4 | 0.15% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q1 2020 | 4 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 4 | 4 | 0.04% | 0.07% | 0.11% | Q1 2018 | Q4 2018 | 4 |
Arden Trust Co | 4 | 4 | 0.01% | 0.11% | 0.21% | Q2 2019 | Q1 2020 | 4 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 2 | 1 | 0.75% | 1.55% | 2.17% | Q1 2015 | Q4 2016 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.18% | 0.20% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Karani Asset Management LLC | 4 | 4 | 0.25% | 0.34% | 0.40% | Q2 2022 | Q1 2023 | 4 |
Adero Partners, LLC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q1 2022 | 4 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2021 | 4 |
SYM FINANCIAL Corp | 2 | 1 | 0.08% | 0.14% | 0.22% | Q4 2017 | Q4 2021 | 4 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Element Wealth, LLC | 4 | 4 | 0.16% | 0.17% | 0.19% | Q4 2022 | Q3 2023 | 4 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.16% | 0.33% | Q1 2022 | Q3 2023 | 4 |
Etesian Wealth Advisors, Inc. | 4 | 4 | 0.37% | 0.39% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.12% | 0.14% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.06% | 0.08% | 0.09% | Q4 2019 | Q3 2021 | 4 |
NEW ENGLAND ASSET MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 0.10% | 1.93% | 3.02% | Q2 2022 | Q3 2023 | 4 |
KLR INVESTMENT ADVISORS, LLC | 4 | 4 | 0.47% | 0.49% | 0.56% | Q4 2022 | Q3 2023 | 4 |
Hyperion Partners, LLC | 4 | 4 | 0.20% | 0.21% | 0.24% | Q4 2022 | Q3 2023 | 4 |
BRADY FAMILY WEALTH, LLC | 4 | 4 | 2.51% | 2.65% | 2.90% | Q4 2022 | Q3 2023 | 4 |
Trinity Financial Advisors LLC | 4 | 4 | 0.26% | 0.37% | 0.46% | Q3 2022 | Q2 2023 | 4 |
Tilt Investment Management Holdings, PBC | 4 | 4 | 0.36% | 0.37% | 0.41% | Q4 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.57% | 0.66% | 0.77% | Q4 2022 | Q3 2023 | 4 |
LUTS & GREENLEIGH GROUP, INC | 4 | 4 | 0.29% | 0.31% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Stevard, LLC | 3 | 1 | 0.10% | 0.16% | 0.23% | Q4 2019 | Q4 2020 | 4 |
Harvest Investment Advisors, LLC | 4 | 4 | 1.15% | 1.21% | 1.32% | Q4 2022 | Q3 2023 | 4 |
Talbot Financial, LLC | 4 | 4 | 1.03% | 1.22% | 1.36% | Q4 2022 | Q3 2023 | 4 |
Atlas Private Wealth Advisors | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 4 |
CIC Wealth, LLC | 4 | 4 | 0.92% | 1.02% | 1.20% | Q4 2022 | Q3 2023 | 4 |
INNOVIS ASSET MANAGEMENT LLC | 4 | 4 | 0.11% | 0.23% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.24% | 0.25% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.90% | 0.98% | 1.15% | Q4 2022 | Q3 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.10% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
STAR Financial Bank | 4 | 4 | 1.28% | 1.36% | 1.49% | Q4 2022 | Q3 2023 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
XTX Topco Ltd | 2 | 1 | 0.06% | 0.23% | 0.47% | Q1 2021 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 2.36% | 2.56% | 2.88% | Q4 2020 | Q3 2021 | 4 |
River Street Advisors LLC | 4 | 4 | 1.06% | 1.12% | 1.25% | Q4 2022 | Q3 2023 | 4 |
OAK HILL WEALTH ADVISORS, LLC | 4 | 4 | 0.28% | 0.29% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Cordant, Inc. | 3 | 1 | 0.01% | 0.27% | 0.50% | Q1 2021 | Q1 2022 | 4 |
McGlone Suttner Wealth Management, Inc. | 4 | 4 | 0.10% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
DOVER ADVISORS, LLC | 4 | 4 | 0.61% | 0.64% | 0.68% | Q4 2022 | Q3 2023 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Auto-Owners Insurance Co | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Seed Wealth Management, Inc. | 4 | 4 | 0.33% | 0.34% | 0.37% | Q4 2022 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Forza Wealth Management, LLC | 4 | 4 | 0.34% | 0.37% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Schear Investment Advisers, LLC | 4 | 4 | 0.48% | 0.74% | 1.06% | Q4 2022 | Q3 2023 | 4 |
Fidelis Capital Partners, LLC | 4 | 4 | 0.24% | 0.32% | 0.47% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.11% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Phillips Wealth Planners LLC | 4 | 4 | 0.67% | 0.81% | 0.94% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.82% | 0.90% | 1.03% | Q4 2022 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.47% | 0.53% | 0.60% | Q4 2022 | Q3 2023 | 4 |
New Hampshire Trust | 4 | 4 | 0.13% | 0.14% | 0.18% | Q4 2022 | Q3 2023 | 4 |
DoubleLine ETF Adviser LP | 4 | 4 | 0.49% | 0.58% | 0.77% | Q4 2022 | Q3 2023 | 4 |
Fortis Capital Advisors, LLC | 4 | 4 | 0.36% | 0.40% | 0.43% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
E Fund Management Co., Ltd. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2022 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.40% | 1.32% | 1.99% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 1.38% | 1.60% | 2.18% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.08% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Hoxton Planning & Management, LLC | 4 | 4 | 0.33% | 0.35% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Mach-1 Financial Group, LLC | 4 | 4 | 0.01% | 0.13% | 0.35% | Q2 2022 | Q1 2023 | 4 |
Alta Wealth Advisors LLC | 4 | 4 | 0.41% | 0.44% | 0.50% | Q3 2022 | Q2 2023 | 4 |
Ethos Financial Group, LLC | 4 | 4 | 0.09% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 0.25% | 0.28% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.22% | 0.29% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.16% | 0.21% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Colonial River Wealth Management, LLC | 4 | 4 | 0.18% | 0.22% | 0.26% | Q2 2022 | Q1 2023 | 4 |
ADE, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Interchange Capital Partners, LLC | 3 | 1 | 0.08% | 0.15% | 0.21% | Q4 2020 | Q3 2023 | 4 |
MBA Advisors LLC | 4 | 4 | 0.11% | 0.12% | 0.15% | Q1 2021 | Q4 2021 | 4 |
Ignite Planners, LLC | 4 | 4 | 0.09% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Capital Group Investment Management Pte. Ltd. | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Callan Family Office, LLC | 4 | 4 | 0.06% | 0.09% | 0.12% | Q4 2022 | Q3 2023 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
DARK FOREST CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.08% | 0.18% | Q2 2021 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Optiver Holding B.V. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 4 | 4 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2022 | 4 |
Psagot Value Holdings Ltd. / (Israel) | 4 | 4 | 0.04% | 0.06% | 0.08% | Q3 2021 | Q2 2022 | 4 |
TUCKER ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Tradewinds, LLC. | 2 | 1 | 0.16% | 0.20% | 0.22% | Q2 2022 | Q3 2023 | 4 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 4 | 4 | 1.75% | 2.00% | 2.39% | Q4 2022 | Q3 2023 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.13% | 0.15% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Roberts Capital Advisors, LLC | 4 | 4 | 0.89% | 0.92% | 0.96% | Q4 2021 | Q3 2022 | 4 |
WESTERN FINANCIAL Corp | 4 | 4 | 0.39% | 0.43% | 0.48% | Q1 2021 | Q4 2021 | 4 |
Fifth Third Wealth Advisors LLC | 4 | 4 | 0.31% | 0.50% | 0.85% | Q1 2023 | Q4 2023 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q4 2022 | 4 |
CATALYST FINANCIAL PARTNERS LLC | 4 | 4 | 0.14% | 0.22% | 0.26% | Q4 2022 | Q3 2023 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2022 | 4 |
JMAC ENTERPRISES LLC | 4 | 4 | 0.07% | 0.19% | 0.27% | Q4 2022 | Q3 2023 | 4 |
AIRE ADVISORS, LLC | 3 | 1 | 0.06% | 0.10% | 0.14% | Q4 2021 | Q4 2022 | 4 |
Cleary Gull Holdings Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q1 2016 | 4 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 4 | 4 | 0.09% | 0.14% | 0.18% | Q4 2015 | Q3 2016 | 4 |
Heartwood Wealth Management Ltd | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2016 | 4 |
MANCHESTER FINANCIAL INC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2021 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 4 |
US FINANCIAL ADVISORS, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2015 | 4 |
Sitrin Capital Management LLC | 4 | 4 | 2.28% | 2.56% | 2.89% | Q4 2022 | Q3 2023 | 4 |
Immersion Capital LLP | 4 | 4 | 4.85% | 12.61% | 18.96% | Q4 2022 | Q3 2023 | 4 |
Lebenthal Asset Management, LLC | 4 | 4 | 0.11% | 0.12% | 0.12% | Q2 2016 | Q1 2017 | 4 |
Sowa Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
FACTORY MUTUAL INSURANCE CO | 3 | 3 | 0.19% | 0.21% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Elkhorn Investments, LLC | 2 | 1 | 0.87% | 0.92% | 0.98% | Q4 2016 | Q4 2017 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q2 2020 | 3 |
ABLE Financial Group, LLC | 3 | 3 | 0.40% | 0.61% | 0.72% | Q1 2023 | Q3 2023 | 3 |
Aquatic Capital Management LLC | 1 | 1 | 0.03% | 0.08% | 0.18% | Q4 2021 | Q1 2023 | 3 |
OFI INVEST ASSET MANAGEMENT | 3 | 3 | 0.34% | 1.25% | 1.85% | Q1 2023 | Q3 2023 | 3 |
3Chopt Investment Partners, LLC | 3 | 3 | 0.15% | 0.15% | 0.16% | Q4 2022 | Q2 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Paradigm Financial Advisors, LLC | 3 | 3 | 0.07% | 0.09% | 0.10% | Q2 2021 | Q4 2021 | 3 |
Michael S. Ryan, Inc. | 3 | 3 | 0.31% | 0.33% | 0.36% | Q2 2023 | Q4 2023 | 3 |
QUANTRES ASSET MANAGEMENT Ltd | 1 | 1 | 0.20% | 0.22% | 0.23% | Q3 2014 | Q3 2018 | 3 |
CATAWBA CAPITAL MANAGEMENT /VA | 3 | 3 | 0.06% | 0.08% | 0.10% | Q2 2017 | Q4 2017 | 3 |
JAG CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.03% | 0.11% | 0.26% | Q1 2020 | Q3 2022 | 3 |
SCHOLTZ & COMPANY, LLC | 2 | 1 | 1.61% | 1.69% | 1.74% | Q4 2016 | Q1 2018 | 3 |
Fort Sheridan Advisors LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q2 2023 | 3 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2015 | 3 |
WCG Wealth Advisors LLC | 2 | 2 | 0.01% | 0.05% | 0.11% | Q2 2022 | Q3 2022 | 3 |
1776 Wealth LLC | 3 | 3 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q2 2020 | 3 |
Jupiter Investment Management Ltd | 2 | 1 | 0.00% | 0.07% | 0.20% | Q3 2019 | Q2 2020 | 3 |
PORTLAND INVESTMENT COUNSEL INC. | 3 | 3 | 1.70% | 1.95% | 2.21% | Q1 2019 | Q3 2019 | 3 |
HARVARD MANAGEMENT CO INC | 3 | 3 | 0.34% | 0.41% | 0.53% | Q3 2015 | Q1 2016 | 3 |
Summit Wealth Group, LLC | 2 | 1 | 0.00% | 0.06% | 0.10% | Q1 2021 | Q1 2023 | 3 |
ANALYTIC INVESTORS, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q2 2015 | 3 |
DREMAN VALUE MANAGEMENT, L L C | 3 | 3 | 0.00% | 0.14% | 0.21% | Q2 2013 | Q4 2013 | 3 |
NORRIS PERNE & FRENCH LLP/MI | 3 | 3 | 0.09% | 0.09% | 0.10% | Q2 2020 | Q4 2020 | 3 |
PRIVATE CAPITAL MANAGEMENT INC | 3 | 3 | 0.46% | 0.47% | 0.49% | Q1 2017 | Q3 2017 | 3 |
SENTINEL TRUST CO LBA | 3 | 3 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q3 2023 | 3 |
LGT CAPITAL PARTNERS LTD. | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q3 2021 | 3 |
Perennial Investment Advisors, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Deuterium Capital Management, LLC | 2 | 1 | 0.27% | 0.49% | 0.82% | Q4 2021 | Q2 2023 | 3 |
SageGuard Financial Group, LLC | 3 | 3 | 0.31% | 0.40% | 0.57% | Q4 2020 | Q2 2021 | 3 |
VESTOR CAPITAL, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Firestone Capital Management | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Modus Advisors, LLC | 1 | 1 | 0.00% | 0.22% | 0.65% | Q4 2019 | Q2 2021 | 3 |
MILLER VALUE PARTNERS, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 3 |
Avalon Trust Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q4 2021 | 3 |
PRIO WEALTH LIMITED PARTNERSHIP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Steel Canyon Capital, LLC | 3 | 3 | 3.95% | 5.09% | 6.56% | Q4 2018 | Q2 2019 | 3 |
Belmont Capital, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 3 |
Taylor Wealth Management Partners | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q2 2016 | 3 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 2 | 1 | 0.01% | 0.07% | 0.12% | Q1 2016 | Q1 2020 | 3 |
CT Financial Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q1 2017 | 3 |
NumerixS Investment Technologies Inc | 2 | 1 | 0.11% | 0.16% | 0.24% | Q4 2014 | Q4 2019 | 3 |
HIGHLAND CAPITAL MANAGEMENT LP | 2 | 1 | 0.01% | 0.10% | 0.18% | Q4 2017 | Q4 2018 | 3 |
Olympiad Research LP | 2 | 1 | 0.21% | 0.31% | 0.37% | Q1 2020 | Q2 2023 | 3 |
Leverage Partners Absolute Return Fund SPC | 1 | 1 | 1.70% | 1.95% | 2.31% | Q4 2021 | Q1 2023 | 3 |
FIRST UNITED BANK & TRUST | 3 | 3 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q4 2021 | 3 |
Core Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 3 |
Stux Capital Management, LLC | 3 | 3 | 0.14% | 0.16% | 0.19% | Q4 2013 | Q2 2014 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.14% | 0.16% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2013 | 3 |
HighVista Strategies LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q2 2017 | Q4 2017 | 3 |
Border to Coast Pensions Partnership Ltd | 3 | 3 | 0.53% | 0.53% | 0.53% | Q2 2021 | Q4 2021 | 3 |
Exos TFP Holdings LLC | 3 | 3 | 0.11% | 0.19% | 0.28% | Q3 2022 | Q1 2023 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Delos Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.04% | 0.07% | Q3 2021 | Q1 2022 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.02% | 0.03% | 0.05% | Q1 2015 | Q3 2015 | 3 |
GRIFFIN ASSET MANAGEMENT, INC. | 2 | 1 | 0.00% | 0.13% | 0.21% | Q3 2017 | Q2 2019 | 3 |
Philadelphia Financial Management of San Francisco, LLC | 3 | 3 | 1.13% | 1.53% | 1.92% | Q2 2018 | Q4 2018 | 3 |
Alpha Omega Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
OMERS ADMINISTRATION Corp | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q4 2015 | 3 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.28% | 0.62% | 1.18% | Q3 2013 | Q1 2021 | 3 |
Alpenglow Capital LP | 1 | 1 | 3.48% | 3.61% | 3.70% | Q4 2014 | Q1 2016 | 3 |
MERITAGE PORTFOLIO MANAGEMENT | 3 | 3 | 0.57% | 0.64% | 0.70% | Q1 2018 | Q3 2018 | 3 |
Paradigm Financial Partners, LLC | 2 | 2 | 0.00% | 0.40% | 0.60% | Q4 2018 | Q1 2019 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.06% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
FOUNDERS BANK & TRUST | 3 | 3 | 0.08% | 0.08% | 0.09% | Q2 2014 | Q4 2014 | 3 |
Qsemble Capital Management, LP | 3 | 3 | 0.36% | 0.81% | 1.17% | Q1 2023 | Q3 2023 | 3 |
Financial Sense Advisors, Inc. | 3 | 3 | 0.97% | 1.00% | 1.02% | Q3 2014 | Q1 2015 | 3 |
Unified Trust Company, N.A. | 3 | 3 | 1.39% | 1.49% | 1.57% | Q1 2021 | Q3 2021 | 3 |
Numeric Investors LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2016 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q4 2018 | 3 |
ClariVest Asset Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 3 |
Southeast Asset Advisors Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
PRW Wealth Management LLC | 2 | 1 | 0.01% | 0.04% | 0.09% | Q4 2018 | Q2 2021 | 3 |
TradeLink Global Equity LLC | 1 | 1 | 0.06% | 0.16% | 0.29% | Q3 2013 | Q4 2014 | 3 |
Oak Thistle LLC | 1 | 1 | 0.18% | 0.48% | 1.05% | Q3 2022 | Q3 2023 | 3 |
SAMLYN CAPITAL, LLC | 2 | 1 | 0.03% | 0.99% | 2.13% | Q1 2020 | Q2 2021 | 3 |
GLG INC. | 3 | 3 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q4 2013 | 3 |
Sentry Investments Corp. | 3 | 3 | 0.04% | 0.06% | 0.08% | Q2 2017 | Q4 2017 | 3 |
Hall Private Wealth Advisors | 3 | 3 | 0.10% | 0.16% | 0.26% | Q4 2022 | Q2 2023 | 3 |
CYNOSURE ADVISORS, LLC | 3 | 3 | 0.15% | 0.17% | 0.18% | Q4 2017 | Q2 2018 | 3 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 3 |
WILLNER & HELLER, LLC | 2 | 1 | 0.27% | 0.31% | 0.37% | Q4 2021 | Q4 2022 | 3 |
FolioMetrix LLC | 3 | 3 | 0.03% | 0.05% | 0.06% | Q4 2014 | Q2 2015 | 3 |
SAC Capital Advisors LP | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Morningstar Investment Management LLC | 2 | 1 | 0.08% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 3 |
Corton Capital Inc. | 2 | 1 | 0.10% | 0.14% | 0.19% | Q2 2022 | Q3 2023 | 3 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2021 | 3 |
Calamos Wealth Management LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 2 | 1 | 0.00% | 0.06% | 0.10% | Q1 2017 | Q3 2022 | 3 |
Argentus Capital Management, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q3 2015 | Q1 2016 | 3 |
CRAMER ROSENTHAL MCGLYNN LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Keeler Thomas Management LLC | 3 | 3 | 1.42% | 1.52% | 1.69% | Q1 2023 | Q3 2023 | 3 |
Hemenway Trust Co LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
6 Meridian | 3 | 3 | 0.64% | 0.67% | 0.72% | Q1 2018 | Q3 2018 | 3 |
Murphy, Middleton, Hinkle & Parker, Inc. | 3 | 3 | 0.11% | 0.11% | 0.12% | Q2 2021 | Q4 2021 | 3 |
Lucia Wealth Services, LLC | 3 | 3 | 0.22% | 0.31% | 0.41% | Q2 2018 | Q4 2018 | 3 |
O'Shares Investment Advisers, LLC | 3 | 3 | 0.11% | 0.12% | 0.12% | Q3 2021 | Q1 2022 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.01% | 0.04% | 0.10% | Q4 2016 | Q4 2016 | 3 |
Leucadia National | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Salient Capital Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q1 2016 | 3 |
MIDAS MANAGEMENT CORP | 3 | 3 | 0.93% | 0.98% | 1.04% | Q4 2018 | Q2 2019 | 3 |
ML & R WEALTH MANAGEMENT LLC | 3 | 3 | 0.07% | 0.09% | 0.13% | Q1 2023 | Q3 2023 | 3 |
RIVERSVILLE CAPITAL, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Willow Street Advisors LLC | 3 | 3 | 1.36% | 1.37% | 1.37% | Q2 2013 | Q4 2013 | 3 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.14% | 0.50% | 1.20% | Q4 2020 | Q4 2020 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2018 | Q3 2018 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q2 2018 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2021 | 3 |
Tower View Wealth Management LLC | 2 | 1 | 0.00% | 1.05% | 1.80% | Q4 2021 | Q3 2022 | 3 |
Sanctuary Wealth Management, L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q2 2023 | 3 |
PrairieView Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.03% | 0.04% | 0.04% | Q3 2017 | Q2 2018 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 3 |
Ground Swell Capital, LLC | 2 | 1 | 0.09% | 0.40% | 0.95% | Q2 2014 | Q3 2021 | 3 |
Ameliora Wealth Management Ltd. | 3 | 3 | 0.22% | 0.23% | 0.25% | Q1 2023 | Q3 2023 | 3 |
Parametrica Management Ltd | 2 | 1 | 0.27% | 0.40% | 0.60% | Q3 2016 | Q4 2020 | 3 |
Crestline Management, LP | 2 | 1 | 0.32% | 0.59% | 0.96% | Q3 2019 | Q2 2023 | 3 |
Haafor (Singapore) Pte. Ltd. | 2 | 1 | 0.15% | 0.56% | 0.81% | Q4 2019 | Q4 2020 | 3 |
GRAHAM & DODD FUND, LLC | 3 | 3 | 0.97% | 1.35% | 2.08% | Q2 2013 | Q4 2013 | 3 |
Matisse Capital | 3 | 3 | 0.40% | 0.41% | 0.43% | Q1 2023 | Q3 2023 | 3 |
WEST MICHIGAN ADVISORS, LLC | 3 | 3 | 0.22% | 0.26% | 0.28% | Q1 2023 | Q3 2023 | 3 |
Watermark Asset Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2018 | 3 |
Sterling Investment Counsel, LLC | 3 | 3 | 0.12% | 0.16% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Family Legacy, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
PDT Partners, LLC | 1 | 1 | 0.33% | 0.38% | 0.41% | Q2 2013 | Q1 2015 | 3 |
Deer Park Road Corp | 2 | 1 | 1.09% | 1.61% | 2.57% | Q1 2018 | Q1 2019 | 3 |
Selkirk Management LLC | 3 | 3 | 1.43% | 1.52% | 1.60% | Q2 2013 | Q4 2013 | 3 |
LILLEY & CO | 3 | 3 | 0.14% | 0.19% | 0.23% | Q4 2013 | Q2 2014 | 3 |
COOPER/HAIMS ADVISORS, LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q2 2021 | Q4 2021 | 3 |
MONETTA FINANCIAL SERVICES INC | 3 | 3 | 1.10% | 1.24% | 1.38% | Q2 2013 | Q4 2013 | 3 |
Hayden Royal, LLC | 2 | 1 | 0.24% | 0.48% | 0.82% | Q4 2018 | Q3 2019 | 3 |
ACCESS FINANCIAL SERVICES, INC. | 3 | 3 | 0.52% | 0.71% | 0.81% | Q3 2021 | Q1 2022 | 3 |
Versor Investments LP | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Pacific Center for Financial Services | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CAMDEN NATIONAL BANK | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q4 2021 | 3 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2020 | 3 |
Cannell & Co. | 2 | 1 | 0.02% | 0.03% | 0.03% | Q1 2014 | Q3 2018 | 3 |
TURNER INVESTMENTS LLC | 2 | 1 | 0.12% | 0.16% | 0.21% | Q1 2015 | Q4 2015 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2012 | Q2 2013 | 3 |
Latitude Advisors, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q3 2021 | Q1 2022 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q2 2021 | 3 |
Warther Private Wealth, LLC | 3 | 3 | 0.17% | 0.20% | 0.22% | Q2 2021 | Q4 2021 | 3 |
Phase 2 Partners, LLC | 3 | 3 | 4.21% | 4.45% | 4.93% | Q1 2023 | Q3 2023 | 3 |
Northern Financial Advisors Inc | 3 | 3 | 0.32% | 0.35% | 0.40% | Q1 2023 | Q3 2023 | 3 |
Brown Shipley& Co Ltd | 3 | 3 | 0.68% | 1.98% | 3.08% | Q1 2023 | Q3 2023 | 3 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q2 2023 | 3 |
ENGINE NO. 1 LLC | 3 | 3 | 0.11% | 0.15% | 0.18% | Q2 2021 | Q4 2021 | 3 |
DRIVE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.15% | 0.16% | 0.18% | Q4 2022 | Q2 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 3 |
INSIGNEO ADVISORY SERVICES, LLC | 2 | 1 | 0.08% | 0.13% | 0.18% | Q4 2022 | Q3 2023 | 3 |
ROTHSCHILD INVESTMENT LLC /IL | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 3 |
IAG Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Golden State Equity Partners | 3 | 3 | 0.14% | 0.19% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q2 2015 | 3 |
Folger Hill Asset Management LP | 2 | 1 | 0.06% | 0.09% | 0.10% | Q4 2015 | Q1 2018 | 3 |
Signature Wealth Management Partners, LLC | 3 | 3 | 0.22% | 0.25% | 0.27% | Q1 2023 | Q3 2023 | 3 |
Greystone Financial Group, LLC | 2 | 1 | 0.05% | 0.90% | 2.59% | Q3 2022 | Q2 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 3 |
INCEPTIONR LLC | 3 | 3 | 0.52% | 0.60% | 0.74% | Q1 2023 | Q3 2023 | 3 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 3 | 0.26% | 0.33% | 0.45% | Q1 2022 | Q3 2022 | 3 |
Horizon Wealth Management, LLC | 3 | 3 | 0.09% | 0.11% | 0.13% | Q4 2021 | Q2 2022 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.25% | 0.25% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Portman Square Capital LLP | 1 | 1 | 0.08% | 0.16% | 0.27% | Q1 2023 | Q1 2023 | 3 |
Veracity Capital LLC | 2 | 1 | 0.06% | 0.07% | 0.08% | Q4 2019 | Q4 2021 | 3 |
Arbor Wealth Management, LLC | 3 | 3 | 0.03% | 1.07% | 1.84% | Q4 2018 | Q2 2019 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Polaris Wealth Advisory Group, LLC | 2 | 1 | 0.52% | 0.79% | 0.92% | Q2 2022 | Q3 2023 | 3 |
Truadvice, LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q2 2021 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.11% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
V-Square Quantitative Management LLC | 3 | 3 | 0.36% | 0.51% | 0.72% | Q1 2023 | Q3 2023 | 3 |
True Link Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.28% | 0.34% | 0.40% | Q1 2023 | Q3 2023 | 3 |
CHANNEL WEALTH LLC | 3 | 3 | 0.37% | 0.45% | 0.53% | Q1 2023 | Q3 2023 | 3 |
EVEXIA WEALTH LLC | 3 | 3 | 4.38% | 4.63% | 4.92% | Q1 2023 | Q3 2023 | 3 |
Systematic Alpha Investments, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 3 |
Pinnacle West Asset Management, Inc. | 3 | 3 | 1.48% | 1.51% | 1.53% | Q1 2023 | Q3 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Indices-Pac Research Corp. | 1 | 1 | 0.15% | 0.23% | 0.31% | Q2 2013 | Q4 2013 | 2 |
Douglas C. Lane & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2015 | 2 |
DEPRINCE RACE & ZOLLO INC | 2 | 2 | 0.47% | 0.50% | 0.53% | Q2 2022 | Q3 2022 | 2 |
FCG ADVISORS, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q3 2020 | 2 |
MATRIX ASSET ADVISORS INC/NY | 2 | 2 | 0.10% | 0.11% | 0.11% | Q3 2016 | Q4 2016 | 2 |
GRATRY & Co LLC | 2 | 2 | 0.48% | 0.50% | 0.51% | Q4 2017 | Q1 2018 | 2 |
LUPO SECURITIES, LLC | 2 | 2 | 0.20% | 0.30% | 0.39% | Q4 2014 | Q1 2015 | 2 |
PUZO MICHAEL J | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q2 2015 | 2 |
CenturyLink Investment Management Co | 2 | 2 | 0.03% | 0.04% | 0.05% | Q3 2013 | Q4 2013 | 2 |
CAPE COD FIVE CENTS SAVINGS BANK | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q1 2015 | 2 |
JACOBS & CO/CA | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 2 |
Lone Pine Capital | 2 | 2 | 2.52% | 2.74% | 2.96% | Q4 2017 | Q1 2018 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2013 | Q3 2013 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
SENTINEL ASSET MANAGEMENT, INC. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2013 | 2 |
WEST CHESTER CAPITAL ADVISORS, INC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q3 2013 | Q4 2013 | 2 |
NORTHSTAR INVESTMENT ADVISORS LLC | 2 | 2 | 0.51% | 0.56% | 0.60% | Q1 2021 | Q2 2021 | 2 |
INTEGRATED WEALTH COUNSEL, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2016 | Q4 2016 | 2 |
FIRST NEW YORK SECURITIES LLC /NY | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2014 | Q1 2015 | 2 |
VILLERE ST DENIS J & CO LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
OLD DOMINION CAPITAL MANAGEMENT INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q2 2021 | 2 |
Stifel Trust Company, N.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
HARVEST MANAGEMENT LLC | 1 | 1 | 0.56% | 0.59% | 0.61% | Q3 2018 | Q3 2018 | 2 |
CYPRESS CAPITAL MANAGEMENT LLC | 2 | 2 | 0.76% | 0.79% | 0.81% | Q2 2022 | Q3 2022 | 2 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q4 2021 | 2 |
LEO BROKERAGE, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q2 2023 | 2 |
LEUTHOLD GROUP, LLC | 2 | 2 | 0.20% | 0.20% | 0.21% | Q2 2013 | Q3 2013 | 2 |
ALGERT GLOBAL LLC | 1 | 1 | 0.08% | 0.21% | 0.34% | Q4 2020 | Q1 2022 | 2 |
BINGHAM OSBORN & SCARBOROUGH LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
QVT Financial LP | 1 | 1 | 0.46% | 0.86% | 1.25% | Q1 2016 | Q4 2016 | 2 |
DSC Advisors, L.P. | 2 | 2 | 0.10% | 0.17% | 0.24% | Q1 2022 | Q2 2022 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Bowling Portfolio Management LLC | 2 | 2 | 0.32% | 0.36% | 0.40% | Q3 2020 | Q4 2020 | 2 |
BRC Investment Management LLC | 1 | 1 | 0.73% | 1.54% | 2.35% | Q2 2013 | Q1 2014 | 2 |
United American Securities Inc. (d/b/a UAS Asset Management) | 2 | 2 | 0.24% | 0.25% | 0.26% | Q4 2017 | Q1 2018 | 2 |
Geller Advisors LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Boston Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
ALPHASIMPLEX GROUP, LLC | 2 | 2 | 0.84% | 0.87% | 0.90% | Q1 2018 | Q2 2018 | 2 |
Marquette Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2019 | 2 |
COUNTRY FUND MANAGEMENT | 2 | 2 | 1.14% | 1.21% | 1.28% | Q2 2013 | Q3 2013 | 2 |
Ninety One UK Ltd | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q4 2015 | 2 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 2 |
Schonfeld Group Holdings LLC | 2 | 2 | 0.13% | 0.17% | 0.22% | Q3 2015 | Q4 2015 | 2 |
Investors Capital Advisory Services | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2014 | Q2 2014 | 2 |
Granite Investment Advisors, LLC | 2 | 2 | 0.43% | 0.44% | 0.45% | Q2 2021 | Q3 2021 | 2 |
COWEN INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Hutchin Hill Capital, LP | 2 | 2 | 0.02% | 0.05% | 0.07% | Q1 2014 | Q2 2014 | 2 |
Scotia Asset Management L.P. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2013 | 2 |
TD Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
IFC Holdings Incorporated/FL | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
DFPG INVESTMENTS, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
MAPLELANE CAPITAL, LLC | 2 | 2 | 0.15% | 0.23% | 0.31% | Q2 2017 | Q3 2017 | 2 |
ARROWGRASS CAPITAL PARTNERS LLP | 2 | 2 | 0.58% | 0.87% | 1.16% | Q4 2016 | Q1 2017 | 2 |
Motley Fool Asset Management LLC | 1 | 1 | 0.13% | 0.13% | 0.14% | Q2 2019 | Q1 2020 | 2 |
NBW CAPITAL LLC | 1 | 1 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 2 |
Arbiter Partners Capital Management LLC | 2 | 2 | 0.99% | 1.13% | 1.28% | Q4 2016 | Q1 2017 | 2 |
Financial Advantage, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2020 | 2 |
TOBAM | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 2 |
Price Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 2 |
New England Investment & Retirement Group, Inc. | 2 | 2 | 0.45% | 0.50% | 0.56% | Q3 2013 | Q4 2013 | 2 |
JGP Global Gestao de Recursos Ltda. | 1 | 1 | 0.26% | 0.26% | 0.27% | Q4 2014 | Q2 2023 | 2 |
Community Financial Services Group, LLC | 1 | 1 | 0.01% | 0.06% | 0.12% | Q1 2015 | Q3 2023 | 2 |
Kames Capital Management Ltd | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2014 | Q4 2014 | 2 |
Verity & Verity, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2022 | Q1 2023 | 2 |
Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.04% | 0.08% | Q2 2017 | Q3 2023 | 2 |
Seven Post Investment Office LP | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q1 2023 | 2 |
Bollard Group LLC | 1 | 1 | 0.00% | 0.04% | 0.09% | Q4 2015 | Q2 2023 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Tuttle Capital Management, LLC | 1 | 1 | 0.42% | 0.52% | 0.61% | Q2 2020 | Q2 2021 | 2 |
Three Corner Global Investors LP | 1 | 1 | 1.64% | 1.75% | 1.86% | Q3 2015 | Q3 2017 | 2 |
Stone Ridge Asset Management LLC | 2 | 2 | 0.01% | 0.16% | 0.31% | Q1 2019 | Q2 2019 | 2 |
SVA Wealth Management, LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q4 2020 | 2 |
Private Capital Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Thor Advisors, LLC | 1 | 1 | 0.12% | 0.14% | 0.16% | Q1 2019 | Q3 2019 | 2 |
LUCUS ADVISORS LLC | 2 | 2 | 0.36% | 0.65% | 0.94% | Q4 2017 | Q1 2018 | 2 |
Eagle Capital Management, LLC | 2 | 2 | 1.57% | 1.69% | 1.81% | Q2 2018 | Q3 2018 | 2 |
Riggs Asset Managment Co. Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Anfield Capital Management, LLC | 1 | 1 | 0.01% | 0.05% | 0.09% | Q4 2019 | Q2 2021 | 2 |
One Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q1 2023 | 2 |
GVO Asset Management Ltd | 2 | 2 | 0.11% | 0.12% | 0.14% | Q1 2021 | Q2 2021 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q4 2019 | 2 |
Bramshill Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q2 2015 | 2 |
Insight Wealth Partners, LLC | 2 | 2 | 0.07% | 0.10% | 0.13% | Q4 2021 | Q1 2022 | 2 |
Credit Capital Investments LLC | 1 | 1 | 0.58% | 0.64% | 0.70% | Q1 2022 | Q3 2023 | 2 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 1 | 1 | 0.07% | 0.08% | 0.08% | Q2 2021 | Q4 2021 | 2 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 2 |
True North Advisors, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
CLEAR INVESTMENT RESEARCH, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Pluribus Labs, LLC | 2 | 2 | 1.29% | 1.37% | 1.45% | Q1 2022 | Q2 2022 | 2 |
Pointe Capital Management LLC | 1 | 1 | 0.00% | 0.18% | 0.36% | Q4 2016 | Q1 2023 | 2 |
Pensionmark Financial Group, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Klingman & Associates, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q2 2023 | 2 |
Mandatum Life Insurance Co Ltd | 2 | 2 | 0.07% | 0.08% | 0.09% | Q4 2015 | Q1 2016 | 2 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 2 |
Bach Option Ltd | 1 | 1 | 0.09% | 0.10% | 0.10% | Q3 2018 | Q1 2019 | 2 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (LUXEMBOURG) | 2 | 2 | 0.29% | 0.31% | 0.32% | Q4 2015 | Q1 2016 | 2 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.09% | 0.16% | Q4 2016 | Q4 2021 | 2 |
Enlightenment Research, LLC | 1 | 1 | 0.44% | 0.45% | 0.45% | Q1 2020 | Q4 2021 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.15% | 0.17% | 0.18% | Q2 2016 | Q3 2016 | 2 |
NIGHTVIEW CAPITAL, LLC | 2 | 2 | 0.41% | 0.44% | 0.47% | Q2 2023 | Q3 2023 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.02% | 0.04% | 0.05% | Q1 2018 | Q2 2023 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q1 2017 | 2 |
WP Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Azora Capital LP | 1 | 1 | 1.95% | 2.66% | 3.36% | Q3 2019 | Q4 2020 | 2 |
SpiderRock Advisors, LLC | 1 | 1 | 0.01% | 0.09% | 0.18% | Q1 2017 | Q1 2017 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
CLEAR STREET LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2022 | Q3 2022 | 2 |
MCIA Inc | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2017 | Q3 2017 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Redwood Investment Management, LLC | 1 | 1 | 0.04% | 0.11% | 0.17% | Q4 2020 | Q3 2022 | 2 |
Bridgefront Capital, LLC | 1 | 1 | 0.36% | 0.40% | 0.44% | Q4 2020 | Q4 2021 | 2 |
Bristol County Savings Bank | 2 | 2 | 1.90% | 2.18% | 2.47% | Q3 2017 | Q4 2017 | 2 |
HELIOS CAPITAL MANAGEMENT PTE. LTD | 2 | 2 | 1.49% | 1.80% | 2.10% | Q1 2022 | Q2 2022 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Monument Capital Management | 1 | 1 | 0.00% | 0.04% | 0.08% | Q3 2018 | Q4 2021 | 2 |
FIDUCIENT ADVISORS LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Triumph Capital Management | 2 | 2 | 0.27% | 0.28% | 0.29% | Q1 2022 | Q2 2022 | 2 |
Newport Wealth Strategies, Inc. | 1 | 1 | 0.20% | 0.38% | 0.55% | Q4 2017 | Q2 2018 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q4 2021 | 2 |
G&S Capital LLC | 2 | 2 | 0.99% | 1.58% | 2.16% | Q1 2019 | Q2 2019 | 2 |
ISLAY CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Ceredex Value Advisors LLC | 2 | 2 | 0.35% | 0.44% | 0.53% | Q1 2018 | Q2 2018 | 2 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.15% | 0.22% | 0.28% | Q1 2019 | Q1 2021 | 2 |
Grant Street Asset Management, Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Maltin Wealth Management, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q4 2021 | 2 |
MONECO Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q3 2021 | Q4 2021 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q4 2018 | Q1 2019 | 2 |
New World Advisors LLC | 1 | 1 | 0.01% | 0.13% | 0.26% | Q1 2019 | Q2 2021 | 2 |
Brendel Financial Advisors LLC | 2 | 2 | 0.13% | 0.25% | 0.36% | Q2 2021 | Q3 2021 | 2 |
Enterprise Bank & Trust Co | 2 | 2 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q2 2023 | 2 |
Cornerstone Wealth Group, LLC | 2 | 2 | 0.37% | 0.39% | 0.41% | Q1 2019 | Q2 2019 | 2 |
CPR Investments Inc. | 2 | 2 | 0.38% | 0.38% | 0.38% | Q4 2021 | Q1 2022 | 2 |
OneAscent Financial Services LLC | 2 | 2 | 0.13% | 0.14% | 0.16% | Q2 2022 | Q3 2022 | 2 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.12% | 0.17% | 0.21% | Q1 2021 | Q1 2022 | 2 |
Relyea Zuckerberg Hanson LLC | 1 | 1 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q2 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Austin Private Wealth, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
One Charles Private Wealth Services, LLC | 2 | 2 | 0.16% | 0.18% | 0.20% | Q2 2020 | Q3 2020 | 2 |
Bank of Marin | 2 | 2 | 0.26% | 0.29% | 0.31% | Q4 2019 | Q1 2020 | 2 |
HighMark Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Asio Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.07% | Q4 2019 | Q2 2020 | 2 |
Total Clarity Wealth Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 2 |
Westshore Wealth, LLC | 2 | 2 | 0.27% | 0.27% | 0.28% | Q1 2021 | Q2 2021 | 2 |
Tempus Wealth Planning, LLC | 2 | 2 | 0.13% | 0.15% | 0.17% | Q3 2022 | Q4 2022 | 2 |
Capstone Financial Group, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Vise Technologies, Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Sunflower Bank, N.A. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
McLean Asset Management Corp | 2 | 2 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q4 2021 | 2 |
GraniteShares Advisors LLC | 2 | 2 | 0.29% | 0.30% | 0.31% | Q4 2021 | Q1 2022 | 2 |
TCG Advisory Services, LLC | 1 | 1 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q4 2021 | 2 |
Diversified, LLC | 1 | 1 | 0.08% | 0.09% | 0.09% | Q4 2020 | Q4 2022 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q1 2021 | 2 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
Thrive Wealth Management, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.04% | 0.07% | Q4 2020 | Q2 2021 | 2 |
Better Money Decisions, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q2 2022 | 2 |
Capitolis Advisors LLC | 1 | 1 | 0.01% | 0.06% | 0.10% | Q4 2020 | Q4 2021 | 2 |
Cowen Prime Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Activest Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Paralel Advisors LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Wayfinding Financial, LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Agate Pass Investment Management, LLC | 1 | 1 | 0.15% | 0.18% | 0.21% | Q2 2023 | Q4 2023 | 2 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q2 2023 | 2 |
Manhattan West Asset Management, LLC | 2 | 2 | 0.14% | 0.18% | 0.22% | Q4 2021 | Q1 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Echo45 Advisors LLC | 2 | 2 | 0.20% | 0.23% | 0.27% | Q4 2021 | Q1 2022 | 2 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
CARDIFF PARK ADVISORS, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
First International Bank & Trust | 2 | 2 | 0.11% | 0.11% | 0.12% | Q4 2021 | Q1 2022 | 2 |
LGT Fund Management Co Ltd. | 2 | 2 | 0.87% | 0.90% | 0.94% | Q1 2022 | Q2 2022 | 2 |
Schrum Private Wealth Management LLC | 2 | 2 | 0.22% | 0.24% | 0.25% | Q4 2021 | Q1 2022 | 2 |
AXQ CAPITAL, LP | 2 | 2 | 0.14% | 0.58% | 1.02% | Q2 2023 | Q3 2023 | 2 |
Worth Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Quantum Private Wealth, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q1 2022 | 2 |
XY Capital Ltd | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 2 |
Meredith Wealth Planning | 2 | 2 | 0.30% | 0.32% | 0.34% | Q4 2022 | Q1 2023 | 2 |
Creative Capital Management Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Verum Partners LLC | 2 | 2 | 0.12% | 0.17% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.50% | 0.55% | 0.61% | Q3 2022 | Q4 2022 | 2 |
Brainard Capital Management LLC | 2 | 2 | 0.16% | 0.18% | 0.19% | Q4 2022 | Q1 2023 | 2 |
B.O.S.S. Retirement Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
SHERBROOKE PARK ADVISERS LLC | 2 | 2 | 0.16% | 0.28% | 0.40% | Q4 2022 | Q1 2023 | 2 |
West Tower Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 2 |
Vinva Investment Management Ltd | 2 | 2 | 0.26% | 0.27% | 0.28% | Q1 2023 | Q2 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.55% | 0.88% | 1.20% | Q2 2023 | Q3 2023 | 2 |
Aspen Wealth Strategies, LLC | 2 | 2 | 0.58% | 0.61% | 0.65% | Q4 2022 | Q1 2023 | 2 |
McCarthy Grittinger Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
PFG Investments, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Root Financial Partners, LLC | 2 | 2 | 0.23% | 0.25% | 0.26% | Q1 2023 | Q2 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
ELEVATUS WELATH MANAGEMENT | 2 | 2 | 2.52% | 2.84% | 3.16% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.18% | 0.19% | 0.19% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
PFW Advisors LLC | 2 | 2 | 0.59% | 0.61% | 0.62% | Q2 2023 | Q3 2023 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
Peoples Bank/KS | 2 | 2 | 0.19% | 0.21% | 0.22% | Q3 2023 | Q4 2023 | 2 |
Exchange Bank | 2 | 2 | 0.32% | 0.34% | 0.36% | Q2 2023 | Q3 2023 | 2 |
MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 2 | 2 | 0.83% | 1.11% | 1.40% | Q2 2013 | Q3 2013 | 2 |
SAROFIM FAYEZ | 1 | 1 | 0.69% | 0.79% | 0.90% | Q4 2012 | Q3 2013 | 2 |
HORIZON BANCORP INC /IN/ | 2 | 2 | 0.01% | 0.03% | 0.06% | Q2 2023 | Q3 2023 | 2 |
WASATCH ADVISORS LP | 1 | 1 | 0.00% | 0.12% | 0.24% | Q2 2013 | Q3 2017 | 2 |
WHITENER CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.05% | 0.10% | Q3 2019 | Q1 2022 | 2 |
BBVA USA | 2 | 2 | 0.21% | 0.27% | 0.34% | Q2 2021 | Q3 2021 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Onex Canada Asset Management Inc. | 1 | 1 | 0.27% | 0.27% | 0.28% | Q1 2021 | Q3 2021 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2013 | Q3 2013 | 2 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
StellarOne CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Financiere des Professionnels - Fonds d,investissement inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Values Added Financial LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
Eaton Financial Holdings Company, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
Strait & Sound Wealth Management LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
Moran Wealth Management, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2023 | Q3 2023 | 1 |
Core Wealth Partners LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2022 | Q4 2022 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
AJ Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lodestone Wealth Management LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2023 | Q2 2023 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Strengthening Families & Communities, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Cyrus J. Lawrence, LLC | 1 | 1 | 1.55% | 1.55% | 1.55% | Q3 2023 | Q3 2023 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Acrisure Capital Management, LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q1 2023 | Q1 2023 | 1 |
apricus wealth, LLC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q4 2021 | Q4 2021 | 1 |
COMMONS CAPITAL, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2022 | Q1 2022 | 1 |
KerberRose Wealth Management, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2022 | Q2 2022 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Concorde Financial Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
EFG Asset Management (North America) Corp. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
Kula Investments, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q1 2023 | 1 |
PURSUE WEALTH PARTNERS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Prosperity Consulting Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Next Level Private LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2022 | Q2 2022 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Solidarity Wealth, LLC | 1 | 1 | 1.21% | 1.21% | 1.21% | Q3 2023 | Q3 2023 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Delphia (USA) Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2022 | Q2 2022 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Bromfield Sneider Wealth Advisors | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SYMPHONY ASSET MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q3 2016 | 1 |
VETAMER CAPITAL MANAGEMENT, L.P. | 1 | 1 | 1.41% | 1.41% | 1.41% | Q3 2023 | Q3 2023 | 1 |
Level Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
COZAD ASSET MANAGEMENT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Naviter Wealth, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Tenere Capital LLC | 1 | 1 | 5.32% | 5.32% | 5.32% | Q4 2021 | Q4 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
OAK FAMILY ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2022 | Q2 2022 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
WAYCROSS PARTNERS, LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2020 | Q4 2020 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
OneAscent Wealth Management LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q1 2022 | 1 |
HIGHLAND ASSOCIATES INC | 1 | 1 | 1.33% | 1.33% | 1.33% | Q2 2018 | Q2 2018 | 1 |
COWA, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Clear Perspectives Financial Planning, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Astrantus Ltd | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2022 | Q1 2022 | 1 |
Polar Capital Holdings Plc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Wealthgate Family Office, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2021 | Q4 2021 | 1 |
Ruane, Cunniff & Goldfarb | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
NinePointTwo Capital LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q1 2022 | 1 |
One Day In July LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Onyx Bridge Wealth Group LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Alpha Paradigm Partners, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2022 | Q4 2022 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
StrongBox Wealth, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Hunter Perkins Capital Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2020 | Q4 2020 | 1 |
Hixon Zuercher, LLC | 1 | 1 | 2.48% | 2.48% | 2.48% | Q4 2019 | Q4 2019 | 1 |
Aspen Grove Capital, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Stewart Asset Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2019 | Q4 2019 | 1 |
WNY Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
U S GLOBAL INVESTORS INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2015 | Q2 2015 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Adams Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
NWK Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Ocean Endowment Partners, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2019 | Q4 2019 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Copperleaf Capital, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2019 | Q4 2019 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Future Financial Wealth Managment LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Pacifica Partners Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Detalus Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
Capital Square, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Watson Rebecca | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
ICW Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
CXI Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Beck Bode, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2023 | Q3 2023 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
HC FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
JBJ Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
RBA Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Occidental Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Arkos Global Advisors | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Bay Harbor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Miramar Capital, LLC | 1 | 1 | 1.86% | 1.86% | 1.86% | Q3 2023 | Q3 2023 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
Pathlight Investors LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2018 | Q4 2018 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Private Portfolio Partners LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2019 | Q2 2019 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
EASTERLY INVESTMENT PARTNERS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Susquehanna International Group Ltd. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2020 | Q4 2020 | 1 |
S.E.E.D. Planning Group LLC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q4 2019 | Q4 2019 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WealthOne, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
ADVANCE CAPITAL I INC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2013 | Q2 2013 | 1 |
Spartan Planning & Wealth Management | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2022 | Q4 2022 | 1 |
SADOFF INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2023 | Q3 2023 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2017 | Q4 2017 | 1 |
Divergent Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
MANA Advisors LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q1 2019 | Q1 2019 | 1 |
CLEARBRIDGE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Game Creek Capital, LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q4 2017 | 1 |
STRATEGIC CAPITAL ADVISERS, INC. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2019 | Q2 2019 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2020 | Q1 2020 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 1.94% | 1.94% | 1.94% | Q3 2020 | Q3 2020 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Townsend & Associates, Inc | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2017 | Q4 2017 | 1 |
Dynasty Wealth Management, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2018 | Q3 2018 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
QUEST CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
CAMPBELL CAPITAL MANAGEMENT INC | 1 | 1 | 1.52% | 1.52% | 1.52% | Q4 2023 | Q4 2023 | 1 |
MD Financial Management Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Diametric Capital, LP | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2023 | Q3 2023 | 1 |
Metatron Capital SICAV plc | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2021 | Q4 2021 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
RESOURCE CONSULTING GROUP INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
THAMES CAPITAL MANAGEMENT LLC | 1 | 1 | 3.86% | 3.86% | 3.86% | Q3 2019 | Q3 2019 | 1 |
Caption Management, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2017 | Q4 2017 | 1 |
Donoghue Forlines LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2017 | Q4 2017 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2021 | Q2 2021 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Northwest Quadrant Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
FIRST QUADRANT LLC/CA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q1 2015 | 1 |
PIER 88 INVESTMENT PARTNERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Jafra Capital Management LP | 1 | 1 | 0.67% | 0.67% | 0.67% | Q1 2018 | Q1 2018 | 1 |
Symmetry Investments LP | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
EDMOND DE ROTHSCHILD (MONACO) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Arthur Zaske & Associates, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2017 | Q2 2017 | 1 |
Sante Capital Fund, LP | 1 | 1 | 0.61% | 0.61% | 0.61% | Q1 2022 | Q1 2022 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q3 2020 | 1 |
Fairbanks Capital Management, Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2019 | Q3 2019 | 1 |
Crescent Capital Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2023 | Q1 2023 | 1 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Garda Capital Partners LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Exane Asset Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Johanson Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
StrategIQ Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Signition LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2018 | Q2 2018 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Invictus RG | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2017 | Q3 2017 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
STRYCKER VIEW CAPITAL LLC | 1 | 1 | 5.42% | 5.42% | 5.42% | Q4 2019 | Q4 2019 | 1 |
FFT WEALTH MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Gratus Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Hamilton Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Caldera Capital, LLC | 1 | 1 | 3.46% | 3.46% | 3.46% | Q4 2016 | Q4 2016 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
TradeLink Capital LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2015 | Q2 2015 | 1 |
Diversified Portfolios, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2014 | Q4 2014 | 1 |
Lebenthal Wealth Advisors, LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q2 2016 | Q2 2016 | 1 |
Swedbank | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2020 | Q4 2020 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2017 | Q2 2017 | 1 |
Eukles Asset Management | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
CFO4Life, L.P. | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2022 | Q4 2022 | 1 |
Godshalk Welsh Capital Management, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2014 | Q4 2014 | 1 |
Ironwood Financial, llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
CIDEL ASSET MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2014 | Q4 2014 | 1 |
Boulegeris Investments, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2016 | Q4 2016 | 1 |
Quadrant Capital Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
Ironsides Asset Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2016 | Q1 2016 | 1 |
ARXIS SECURITIES LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2016 | Q4 2016 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Wealth Architects, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Syntal Capital Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
FCF Advisors LLC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q3 2015 | Q3 2015 | 1 |
IPG Investment Advisors LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2017 | Q2 2017 | 1 |
LBA Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
HWG Holdings LP | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2013 | Q4 2013 | 1 |
FJ Capital Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2020 | Q4 2020 | 1 |
PAYDEN & RYGEL INVESTMENT GROUP | 1 | 1 | 0.88% | 0.88% | 0.88% | Q3 2023 | Q3 2023 | 1 |
JAMISON EATON & WOOD INC /NJ | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
GM Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
GAM SYSTEMATIC LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Parkwood LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2013 | Q4 2013 | 1 |
SECOR Capital Advisors, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
EA Series Trust | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 1.18% | 1.18% | 1.18% | Q4 2015 | Q4 2015 | 1 |
Sterling Ridge Capital Management LP | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2015 | Q4 2015 | 1 |
Cornerstone Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MRA Associates USA LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2019 | Q2 2019 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Emrys Partners, L.P. | 1 | 1 | 4.54% | 4.54% | 4.54% | Q4 2013 | Q4 2013 | 1 |
Strategic Global Advisors, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2014 | Q4 2014 | 1 |
Capstone Investment Advisors (Netherlands), B.V. | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2017 | Q2 2017 | 1 |
Matarin Capital Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2013 | Q2 2013 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2016 | Q1 2016 | 1 |
SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2023 | Q1 2023 | 1 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
COOLIDGE FRANCIS L | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2013 | Q2 2013 | 1 |
Risk Paradigm Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 1 | 1 | 3.52% | 3.52% | 3.52% | Q4 2017 | Q4 2017 | 1 |
CORTLAND ADVISERS LLC | 1 | 1 | 1.64% | 1.64% | 1.64% | Q2 2013 | Q2 2013 | 1 |
Lourd Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
BTG Pactual Global Asset Management Ltd | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2013 | Q1 2013 | 1 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
Panning Capital Management, LP | 1 | 1 | 38.71% | 38.71% | 38.71% | Q4 2015 | Q4 2015 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Marketfield Asset Management LLC | 1 | 1 | 5.99% | 5.99% | 5.99% | Q2 2015 | Q2 2015 | 1 |
Carnick & Kubik, LLC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q3 2013 | Q3 2013 | 1 |
Kemnay Advisory Services Inc. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2020 | Q1 2020 | 1 |
Turiya Advisors Asia Ltd | 1 | 1 | 7.89% | 7.89% | 7.89% | Q1 2013 | Q1 2013 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Stone Toro Investment Advisers, LP | 1 | 1 | 2.17% | 2.17% | 2.17% | Q1 2015 | Q1 2015 | 1 |
SUMIT CAPITAL, LLC | 1 | 1 | 1.29% | 1.29% | 1.29% | Q2 2015 | Q2 2015 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2017 | Q2 2017 | 1 |
COMMONWEALTH OPPORTUNITY CAPITAL GP LLC | 1 | 1 | 2.93% | 2.93% | 2.93% | Q2 2015 | Q2 2015 | 1 |
Ascent Wealth Partners, LLC | 1 | 1 | 1.22% | 1.22% | 1.22% | Q3 2018 | Q3 2018 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
PALISADE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q4 2017 | 1 |
United Asset Strategies, Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2018 | Q3 2018 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Telemetry Investments, L.L.C. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2015 | Q2 2015 | 1 |
MKD WEALTH COACHES, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Mader & Shannon Wealth Management, Inc. | 1 | 1 | 3.09% | 3.09% | 3.09% | Q4 2014 | Q4 2014 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 3.00% | 3.00% | 3.00% | Q1 2016 | Q1 2016 | 1 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2016 | Q4 2016 | 1 |
CapWealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2018 | Q4 2018 | 1 |
LMR Master Fund Ltd | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2013 | Q2 2013 | 1 |
Hall Kathryn A. | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2014 | Q2 2014 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HABER TRILIX ADVISORS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Global Endowment Management, LP | 1 | 1 | 0.85% | 0.85% | 0.85% | Q3 2018 | Q3 2018 | 1 |
Drexel Morgan & Co. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2016 | Q4 2016 | 1 |
Decatur Capital Management, Inc. | 1 | 1 | 0.82% | 0.82% | 0.82% | Q2 2013 | Q2 2013 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
Corundum Group, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2022 | Q3 2022 | 1 |
SHAYNE & JACOBS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2014 | Q1 2014 | 1 |
AlphaOne Investment Services, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2014 | Q3 2014 | 1 |
Voleon Capital Management LP | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2019 | Q3 2019 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2019 | Q2 2019 | 1 |
NEXPOINT ASSET MANAGEMENT, L.P. | 1 | 1 | 0.71% | 0.71% | 0.71% | Q4 2020 | Q4 2020 | 1 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Quotient Investors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2016 | Q4 2016 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.93% | 0.93% | 0.93% | Q2 2022 | Q2 2022 | 1 |
GALAXY CAPITAL TRADING LTD | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2013 | Q2 2013 | 1 |
RUSHMORE INVESTMENT ADVISORS, INC. | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2013 | Q2 2013 | 1 |
NEW CENTURY INVESTMENT MANAGEMENT, INC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2013 | Q2 2013 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
CADINHA & CO LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Jabre Capital Partners S.A. | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2013 | Q3 2013 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2017 | Q1 2017 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2013 | Q2 2013 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Meritage Group LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
AdvisorShares Investments LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
WESTEND PARTNERS LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Pinnacle Holdings, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
KBI Global Investors Ltd | 1 | 1 | 1.04% | 1.04% | 1.04% | Q2 2016 | Q2 2016 | 1 |
Cutter & CO Brokerage, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
TOEWS CORP /ADV | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2018 | Q1 2018 | 1 |
Archon Capital Management LLC | 1 | 1 | 9.00% | 9.00% | 9.00% | Q1 2023 | Q1 2023 | 1 |
Stevens First Principles Investment Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Tradewinds Global Investors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Employers Holdings, Inc. | 1 | 1 | 0.77% | 0.77% | 0.77% | Q2 2019 | Q2 2019 | 1 |
Clal Insurance Enterprises Holdings Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
GlobalBridge, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2014 | Q1 2014 | 1 |
Delek Group, Ltd. | 1 | 1 | 0.80% | 0.80% | 0.80% | Q2 2019 | Q2 2019 | 1 |
Fulcrum Asset Management LLP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2021 | Q1 2021 | 1 |
Miura Global Management | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
Hodges Capital Management Inc. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2020 | Q4 2020 | 1 |
America First Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Stack Financial Management, Inc | 1 | 1 | 2.41% | 2.41% | 2.41% | Q4 2014 | Q4 2014 | 1 |
Apex Capital Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
LUCAS CAPITAL MANAGEMENT | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2018 | Q1 2018 | 1 |
LINDEN ADVISORS LP | 1 | 1 | 0.82% | 0.82% | 0.82% | Q1 2018 | Q1 2018 | 1 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
ALESCO ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
COLRAIN CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
MARATHON CAPITAL MANAGEMENT | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
PROFFITT & GOODSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
BAR HARBOR TRUST SERVICES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
FIDELITY D & D BANCORP INC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
STEPH & CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ADVENT CAPITAL MANAGEMENT /DE/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SCOGGIN MANAGEMENT LP | 1 | 1 | 7.15% | 7.15% | 7.15% | Q4 2022 | Q4 2022 | 1 |
FIRST NATIONAL BANK SIOUX FALLS | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
ASTER INVESTMENT MANAGEMENT CO INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Selway Asset Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
MAIRS & POWER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
PACIFIC SUN FINANCIAL CORP | 1 | 1 | 0.96% | 0.96% | 0.96% | Q4 2017 | Q4 2017 | 1 |
Artal Group S.A. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2017 | Q3 2017 | 1 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
PATTEN & PATTEN INC/TN | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2023 | Q2 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2023 | Q3 2023 | 1 |
Allen Mooney & Barnes Investment Advisors LLC | 1 | 1 | 2.08% | 2.08% | 2.08% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Lakeshore Financial Planning, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
ROGCO, LP | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own BLACKROCK INC or have owned BLACKROCK INC in the past.