Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17 | 17 | 0.00% | 0.04% | 0.12% | Q3 2019 | Q3 2023 | 51 |
Cutler Group LLC / CA | 17 | 17 | 0.00% | 0.05% | 0.25% | Q3 2019 | Q3 2023 | 50 |
WOLVERINE TRADING, LLC | 17 | 17 | 0.00% | 0.04% | 0.08% | Q3 2019 | Q3 2023 | 50 |
Citadel Advisors | 17 | 17 | 0.00% | 0.03% | 0.07% | Q3 2019 | Q3 2023 | 50 |
PEAK6 Investments LLC | 17 | 17 | 0.00% | 0.06% | 0.18% | Q3 2019 | Q3 2023 | 47 |
Parallax Volatility Advisers, L.P. | 17 | 17 | 0.00% | 0.04% | 0.13% | Q3 2019 | Q3 2023 | 46 |
UBS Group AG | 17 | 17 | 0.00% | 0.06% | 0.19% | Q3 2019 | Q3 2023 | 45 |
Walleye Trading LLC | 17 | 17 | 0.00% | 0.07% | 0.21% | Q3 2019 | Q3 2023 | 45 |
HAP Trading, LLC | 17 | 17 | 0.00% | 0.04% | 0.34% | Q3 2019 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 17 | 17 | 0.00% | 0.04% | 0.13% | Q3 2019 | Q3 2023 | 41 |
CAPITAL FUND MANAGEMENT S.A. | 17 | 17 | 0.00% | 0.13% | 0.41% | Q3 2019 | Q3 2023 | 39 |
JANE STREET GROUP, LLC | 17 | 17 | 0.00% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 39 |
CITIGROUP INC | 17 | 17 | 0.00% | 0.06% | 0.12% | Q3 2019 | Q3 2023 | 38 |
GOLDMAN SACHS GROUP INC | 17 | 17 | 0.00% | 0.02% | 0.07% | Q3 2019 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.02% | 0.04% | 0.08% | Q1 2016 | Q4 2023 | 32 |
MILLENNIUM MANAGEMENT LLC | 16 | 16 | 0.00% | 0.04% | 0.24% | Q4 2019 | Q3 2023 | 31 |
RAYMOND JAMES & ASSOCIATES | 17 | 17 | 0.00% | 0.07% | 0.18% | Q3 2019 | Q3 2023 | 31 |
M&T BANK CORP | 17 | 17 | 0.00% | 0.02% | 0.07% | Q3 2019 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.02% | 0.55% | 1.48% | Q1 2016 | Q3 2023 | 31 |
CREDIT SUISSE AG/ | 17 | 17 | 0.00% | 0.05% | 0.13% | Q3 2019 | Q3 2023 | 31 |
CLEAR STREET MARKETS LLC | 17 | 17 | 0.00% | 0.37% | 0.94% | Q3 2019 | Q3 2023 | 30 |
HighTower Advisors, LLC | 17 | 17 | 0.00% | 0.19% | 0.43% | Q3 2019 | Q3 2023 | 30 |
ROYAL BANK OF CANADA | 17 | 17 | 0.00% | 0.18% | 0.55% | Q3 2019 | Q3 2023 | 29 |
Twin Tree Management, LP | 11 | 2 | 0.00% | 0.08% | 0.26% | Q3 2019 | Q4 2022 | 25 |
NOMURA HOLDINGS INC | 12 | 3 | 0.00% | 0.04% | 0.48% | Q3 2019 | Q3 2023 | 25 |
XR Securities LLC | 6 | 3 | 0.00% | 0.06% | 0.52% | Q3 2019 | Q3 2023 | 24 |
Cubist Systematic Strategies, LLC | 17 | 17 | 0.00% | 0.06% | 0.23% | Q3 2019 | Q3 2023 | 24 |
HSBC HOLDINGS PLC | 17 | 17 | 0.00% | 0.06% | 0.12% | Q3 2019 | Q3 2023 | 24 |
Laurion Capital Management LP | 4 | 1 | 0.00% | 0.10% | 0.35% | Q2 2020 | Q3 2023 | 24 |
Squarepoint Ops LLC | 8 | 4 | 0.00% | 0.05% | 0.14% | Q1 2020 | Q3 2023 | 23 |
BANK OF MONTREAL /CAN/ | 14 | 2 | 0.00% | 0.02% | 0.12% | Q3 2019 | Q3 2023 | 23 |
DEUTSCHE BANK AG\ | 17 | 17 | 0.00% | 0.04% | 0.16% | Q3 2019 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 17 | 17 | 0.00% | 0.09% | 0.17% | Q3 2019 | Q3 2023 | 22 |
TWO SIGMA SECURITIES, LLC | 7 | 1 | 0.00% | 0.10% | 0.34% | Q4 2020 | Q3 2023 | 22 |
OneDigital Investment Advisors LLC | 17 | 17 | 0.00% | 0.14% | 0.41% | Q3 2019 | Q3 2023 | 22 |
Creative Planning | 17 | 17 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 21 |
CenterStar Asset Management, LLC | 5 | 1 | 0.00% | 0.10% | 0.47% | Q3 2019 | Q3 2023 | 21 |
Gerber Kawasaki Wealth & Investment Management | 17 | 17 | 0.00% | 0.62% | 1.35% | Q3 2019 | Q3 2023 | 21 |
1832 Asset Management L.P. | 17 | 17 | 0.01% | 0.25% | 0.51% | Q3 2019 | Q3 2023 | 21 |
Pekin Hardy Strauss, Inc. | 17 | 17 | 0.02% | 0.22% | 0.65% | Q3 2019 | Q3 2023 | 21 |
Perigon Wealth Management, LLC | 17 | 1 | 0.03% | 0.33% | 0.64% | Q3 2011 | Q3 2023 | 20 |
Destination Wealth Management | 17 | 17 | 0.00% | 0.76% | 1.11% | Q3 2019 | Q3 2023 | 20 |
Moors & Cabot, Inc. | 17 | 17 | 0.00% | 0.49% | 0.75% | Q3 2019 | Q3 2023 | 20 |
Heard Capital LLC | 16 | 16 | 0.06% | 7.83% | 13.33% | Q4 2019 | Q3 2023 | 20 |
Private Advisor Group, LLC | 17 | 17 | 0.00% | 0.17% | 0.26% | Q3 2019 | Q3 2023 | 20 |
CREDIT AGRICOLE S A | 17 | 17 | 0.00% | 0.02% | 0.08% | Q3 2019 | Q3 2023 | 20 |
Paloma Partners Management Co | 8 | 1 | 0.00% | 0.04% | 0.24% | Q4 2019 | Q3 2023 | 19 |
M&R CAPITAL MANAGEMENT INC | 19 | 19 | 0.13% | 0.19% | 0.26% | Q2 2019 | Q4 2023 | 19 |
DnB Asset Management AS | 19 | 19 | 0.06% | 0.11% | 0.20% | Q2 2019 | Q4 2023 | 19 |
Private Wealth Partners, LLC | 17 | 17 | 0.00% | 0.74% | 1.10% | Q3 2019 | Q3 2023 | 19 |
Raymond James Financial Services Advisors, Inc. | 17 | 17 | 0.00% | 0.09% | 0.16% | Q3 2019 | Q3 2023 | 19 |
Neuberger Berman Group LLC | 17 | 17 | 0.00% | 0.42% | 0.66% | Q3 2019 | Q3 2023 | 19 |
LOWE BROCKENBROUGH & CO INC | 18 | 18 | 0.06% | 0.07% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Heritage Wealth Advisors | 18 | 18 | 0.00% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 18 |
MAI Capital Management | 18 | 18 | 0.02% | 0.07% | 0.12% | Q2 2019 | Q3 2023 | 18 |
Chesley Taft & Associates LLC | 18 | 18 | 0.13% | 0.30% | 0.52% | Q2 2019 | Q3 2023 | 18 |
CAAS CAPITAL MANAGEMENT LP | 4 | 1 | 0.00% | 0.16% | 0.48% | Q2 2020 | Q2 2023 | 18 |
Mutual Advisors, LLC | 17 | 17 | 0.00% | 0.11% | 0.24% | Q3 2019 | Q3 2023 | 18 |
Princeton Global Asset Management LLC | 18 | 18 | 1.71% | 2.42% | 3.05% | Q2 2019 | Q3 2023 | 18 |
Sippican Capital Advisors | 18 | 18 | 0.53% | 0.70% | 0.88% | Q2 2019 | Q3 2023 | 18 |
Penbrook Management LLC | 18 | 18 | 1.17% | 1.46% | 2.08% | Q2 2019 | Q3 2023 | 18 |
OPTIMUM INVESTMENT ADVISORS | 18 | 18 | 0.15% | 0.41% | 0.60% | Q3 2019 | Q4 2023 | 18 |
AR ASSET MANAGEMENT INC | 18 | 18 | 0.18% | 0.26% | 0.36% | Q2 2019 | Q3 2023 | 18 |
BALDWIN BROTHERS LLC/MA | 18 | 18 | 1.65% | 2.61% | 3.29% | Q3 2019 | Q4 2023 | 18 |
Waldron Private Wealth LLC | 18 | 18 | 0.19% | 0.25% | 0.34% | Q2 2019 | Q3 2023 | 18 |
Abbot Financial Management, Inc. | 18 | 18 | 0.88% | 1.26% | 1.84% | Q2 2019 | Q3 2023 | 18 |
WEALTHSOURCE PARTNERS, LLC | 17 | 17 | 0.00% | 0.12% | 0.28% | Q3 2019 | Q3 2023 | 18 |
Capital International Investors | 18 | 18 | 0.21% | 0.35% | 0.54% | Q2 2019 | Q3 2023 | 18 |
Capital World Investors | 18 | 18 | 0.22% | 0.38% | 0.69% | Q2 2019 | Q3 2023 | 18 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 18 | 18 | 0.20% | 0.27% | 0.36% | Q2 2019 | Q3 2023 | 18 |
Baystate Wealth Management LLC | 18 | 18 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Bogart Wealth, LLC | 18 | 18 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 18 |
WELCH CAPITAL PARTNERS LLC/NY | 18 | 18 | 5.50% | 7.09% | 8.63% | Q2 2019 | Q3 2023 | 18 |
COZAD ASSET MANAGEMENT INC | 18 | 18 | 1.00% | 1.38% | 1.81% | Q2 2019 | Q3 2023 | 18 |
Kingfisher Capital LLC | 18 | 18 | 0.12% | 0.78% | 2.16% | Q2 2019 | Q3 2023 | 18 |
Avior Wealth Management, LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Overbrook Management Corp | 18 | 18 | 0.07% | 0.13% | 0.17% | Q2 2019 | Q3 2023 | 18 |
ADELL HARRIMAN & CARPENTER INC | 18 | 18 | 2.51% | 3.05% | 3.71% | Q2 2019 | Q3 2023 | 18 |
TORRAY INVESTMENT PARTNERS LLC | 18 | 18 | 0.23% | 0.40% | 0.58% | Q2 2019 | Q3 2023 | 18 |
Moloney Securities Asset Management, LLC | 18 | 18 | 0.06% | 0.11% | 0.18% | Q2 2019 | Q3 2023 | 18 |
BEACH INVESTMENT COUNSEL INC/PA | 18 | 18 | 0.36% | 0.54% | 0.84% | Q3 2019 | Q4 2023 | 18 |
Independent Advisor Alliance | 17 | 17 | 0.00% | 0.30% | 0.56% | Q3 2019 | Q3 2023 | 18 |
ROTHSCHILD INVESTMENT LLC /IL | 18 | 18 | 0.26% | 0.90% | 1.85% | Q2 2019 | Q3 2023 | 18 |
GARRISON BRADFORD & ASSOCIATES INC | 18 | 18 | 4.92% | 6.86% | 8.37% | Q2 2019 | Q3 2023 | 18 |
Parallel Advisors, LLC | 18 | 18 | 0.06% | 0.09% | 0.14% | Q2 2019 | Q3 2023 | 18 |
BAHL & GAYNOR INC | 18 | 18 | 0.03% | 0.06% | 0.14% | Q2 2019 | Q3 2023 | 18 |
FISHMAN JAY A LTD/MI | 18 | 18 | 4.38% | 5.72% | 7.15% | Q2 2019 | Q3 2023 | 18 |
COLONY GROUP LLC | 18 | 18 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Aureus Asset Management, LLC | 18 | 18 | 2.73% | 3.47% | 4.06% | Q2 2019 | Q3 2023 | 18 |
AdvisorNet Financial, Inc | 18 | 18 | 0.04% | 0.06% | 0.09% | Q2 2019 | Q3 2023 | 18 |
Canton Hathaway, LLC | 18 | 18 | 0.34% | 0.50% | 0.70% | Q2 2019 | Q3 2023 | 18 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.51% | 0.74% | Q4 2019 | Q3 2023 | 18 |
Advisory Services Network, LLC | 18 | 18 | 0.11% | 0.13% | 0.18% | Q2 2019 | Q3 2023 | 18 |
Proficio Capital Partners LLC | 18 | 18 | 0.38% | 0.61% | 0.90% | Q2 2019 | Q3 2023 | 18 |
AllSquare Wealth Management LLC | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
BARR E S & CO | 18 | 18 | 3.69% | 4.36% | 5.28% | Q2 2019 | Q3 2023 | 18 |
Patriot Financial Group Insurance Agency, LLC | 18 | 18 | 0.02% | 0.08% | 0.12% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 18 |
Renaissance Investment Group LLC | 18 | 18 | 0.36% | 2.11% | 3.08% | Q2 2019 | Q3 2023 | 18 |
Private Capital Advisors, Inc. | 18 | 18 | 1.57% | 2.69% | 4.49% | Q2 2019 | Q3 2023 | 18 |
Somerset Group LLC | 18 | 18 | 0.23% | 1.94% | 2.86% | Q2 2019 | Q3 2023 | 18 |
South Dakota Investment Council | 18 | 18 | 0.02% | 0.10% | 0.15% | Q2 2019 | Q3 2023 | 18 |
CAPTRUST FINANCIAL ADVISORS | 18 | 18 | 0.00% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Baldwin Investment Management, LLC | 18 | 18 | 0.15% | 0.21% | 0.28% | Q2 2019 | Q3 2023 | 18 |
Crestwood Advisors Group, LLC | 18 | 18 | 1.54% | 1.96% | 2.64% | Q2 2019 | Q3 2023 | 18 |
Nuveen Asset Management, LLC | 16 | 16 | 0.00% | 0.05% | 0.11% | Q4 2019 | Q3 2023 | 18 |
GRIFFIN ASSET MANAGEMENT, INC. | 18 | 18 | 0.80% | 1.07% | 1.53% | Q2 2019 | Q3 2023 | 18 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 18 | 18 | 0.02% | 0.05% | 0.12% | Q2 2019 | Q3 2023 | 18 |
NEVILLE RODIE & SHAW INC | 18 | 18 | 0.71% | 1.44% | 2.06% | Q3 2019 | Q4 2023 | 18 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 18 | 18 | 0.03% | 0.12% | 0.20% | Q2 2019 | Q3 2023 | 18 |
Valeo Financial Advisors, LLC | 18 | 18 | 0.03% | 0.05% | 0.07% | Q2 2019 | Q3 2023 | 18 |
Kovack Advisors, Inc. | 17 | 17 | 0.00% | 0.31% | 0.46% | Q3 2019 | Q3 2023 | 18 |
BECK MACK & OLIVER LLC | 18 | 18 | 5.12% | 6.27% | 7.68% | Q2 2019 | Q3 2023 | 18 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 18 | 18 | 0.06% | 0.18% | 0.27% | Q2 2019 | Q3 2023 | 18 |
ATLAS CAPITAL ADVISORS LLC | 18 | 18 | 0.04% | 0.06% | 0.10% | Q2 2019 | Q3 2023 | 18 |
Private Ocean, LLC | 18 | 18 | 0.02% | 0.04% | 0.05% | Q2 2019 | Q3 2023 | 18 |
COMMONWEALTH EQUITY SERVICES, LLC | 17 | 17 | 0.10% | 0.14% | 0.18% | Q3 2019 | Q3 2023 | 17 |
Endurance Wealth Management, Inc. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2023 | 17 |
WEDBUSH SECURITIES INC | 17 | 17 | 0.12% | 0.16% | 0.20% | Q3 2019 | Q3 2023 | 17 |
FRANKLIN RESOURCES INC | 17 | 17 | 0.00% | 0.01% | 0.07% | Q3 2019 | Q3 2023 | 17 |
GAMCO INVESTORS, INC. ET AL | 17 | 17 | 0.07% | 0.12% | 0.16% | Q3 2019 | Q3 2023 | 17 |
SCOTIA CAPITAL INC. | 17 | 17 | 0.04% | 0.08% | 0.11% | Q3 2019 | Q3 2023 | 17 |
Lido Advisors, LLC | 17 | 17 | 0.04% | 0.16% | 0.24% | Q3 2019 | Q3 2023 | 17 |
Stratos Wealth Partners, LTD. | 17 | 17 | 0.08% | 0.13% | 0.17% | Q3 2019 | Q3 2023 | 17 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 17 | 17 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q3 2023 | 17 |
First Horizon Advisors, Inc. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
RHUMBLINE ADVISERS | 17 | 17 | 0.00% | 0.06% | 0.16% | Q3 2019 | Q3 2023 | 17 |
MACQUARIE GROUP LTD | 17 | 17 | 0.00% | 0.08% | 0.17% | Q3 2019 | Q3 2023 | 17 |
ROPES WEALTH ADVISORS LLC | 17 | 17 | 0.04% | 0.08% | 0.13% | Q3 2019 | Q3 2023 | 17 |
Tranquility Partners, LLC | 17 | 17 | 2.27% | 2.93% | 3.74% | Q3 2019 | Q3 2023 | 17 |
Capital Analysts, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Capital Advisors, Ltd. LLC | 17 | 17 | 0.01% | 0.02% | 0.08% | Q3 2019 | Q3 2023 | 17 |
VANGUARD GROUP INC | 17 | 17 | 0.06% | 0.10% | 0.16% | Q3 2019 | Q3 2023 | 17 |
Evercore Wealth Management, LLC | 17 | 17 | 2.23% | 2.84% | 3.54% | Q3 2019 | Q3 2023 | 17 |
Segment Wealth Management, LLC | 17 | 17 | 0.09% | 0.50% | 1.30% | Q3 2019 | Q3 2023 | 17 |
FRG Family Wealth Advisors LLC | 17 | 17 | 0.12% | 0.17% | 0.24% | Q3 2019 | Q3 2023 | 17 |
Invesco Ltd. | 17 | 17 | 0.01% | 0.02% | 0.08% | Q3 2019 | Q3 2023 | 17 |
Kovitz Investment Group Partners, LLC | 17 | 17 | 0.09% | 1.31% | 1.97% | Q3 2019 | Q3 2023 | 17 |
CIBC WORLD MARKET INC. | 17 | 17 | 0.03% | 0.05% | 0.08% | Q3 2019 | Q3 2023 | 17 |
Argent Trust Co | 17 | 17 | 0.13% | 0.28% | 0.43% | Q3 2019 | Q3 2023 | 17 |
CARRET ASSET MANAGEMENT, LLC | 17 | 17 | 0.15% | 0.53% | 0.90% | Q3 2019 | Q3 2023 | 17 |
Diligent Investors, LLC | 17 | 17 | 0.58% | 0.73% | 0.87% | Q3 2019 | Q3 2023 | 17 |
Advisors Capital Management, LLC | 17 | 17 | 0.11% | 1.36% | 2.14% | Q3 2019 | Q3 2023 | 17 |
Smithfield Trust Co | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
MEANS INVESTMENT CO., INC. | 17 | 17 | 0.33% | 0.45% | 0.61% | Q3 2019 | Q3 2023 | 17 |
DUPONT CAPITAL MANAGEMENT CORP | 17 | 17 | 0.06% | 0.21% | 0.68% | Q3 2019 | Q3 2023 | 17 |
US BANCORP \DE\ | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Wellington Shields & Co., LLC | 17 | 17 | 0.65% | 1.08% | 2.19% | Q3 2019 | Q3 2023 | 17 |
Janney Capital Management LLC | 17 | 17 | 0.02% | 0.85% | 1.88% | Q3 2019 | Q3 2023 | 17 |
ENVESTNET ASSET MANAGEMENT INC | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
VALLEY NATIONAL ADVISERS INC | 17 | 17 | 0.23% | 0.33% | 0.48% | Q3 2019 | Q3 2023 | 17 |
Ausdal Financial Partners, Inc. | 17 | 17 | 0.05% | 0.11% | 0.18% | Q3 2019 | Q3 2023 | 17 |
HOWLAND CAPITAL MANAGEMENT LLC | 17 | 17 | 0.02% | 0.03% | 0.20% | Q3 2019 | Q3 2023 | 17 |
IHT Wealth Management, LLC | 17 | 17 | 0.03% | 0.07% | 0.15% | Q3 2019 | Q3 2023 | 17 |
Cetera Advisor Networks LLC | 17 | 17 | 0.06% | 0.10% | 0.14% | Q3 2019 | Q3 2023 | 17 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 17 | 17 | 0.02% | 0.13% | 0.20% | Q3 2019 | Q3 2023 | 17 |
BBR PARTNERS, LLC | 17 | 17 | 0.03% | 0.05% | 0.10% | Q3 2019 | Q3 2023 | 17 |
Guinness Asset Management LTD | 17 | 17 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
FIRST UNITED BANK & TRUST | 17 | 17 | 0.25% | 0.57% | 0.78% | Q3 2019 | Q3 2023 | 17 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 17 | 17 | 0.05% | 0.08% | 0.13% | Q3 2019 | Q3 2023 | 17 |
Slow Capital, Inc. | 17 | 17 | 0.08% | 0.39% | 0.69% | Q3 2019 | Q3 2023 | 17 |
SFMG, LLC | 17 | 17 | 0.08% | 0.15% | 0.23% | Q3 2019 | Q3 2023 | 17 |
CIBC Asset Management Inc | 17 | 17 | 0.01% | 0.04% | 0.08% | Q3 2019 | Q3 2023 | 17 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 17 | 17 | 0.07% | 0.17% | 0.34% | Q3 2019 | Q3 2023 | 17 |
WealthTrust Axiom LLC | 17 | 17 | 0.08% | 0.16% | 0.27% | Q3 2019 | Q3 2023 | 17 |
BAILARD, INC. | 17 | 17 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
PNC FINANCIAL SERVICES GROUP, INC. | 17 | 17 | 0.03% | 0.07% | 0.13% | Q3 2019 | Q3 2023 | 17 |
DUNCKER STREETT & CO INC | 17 | 17 | 0.11% | 0.77% | 1.26% | Q3 2019 | Q3 2023 | 17 |
PARSONS CAPITAL MANAGEMENT INC/RI | 17 | 17 | 0.20% | 0.52% | 0.96% | Q3 2019 | Q3 2023 | 17 |
Cresset Asset Management, LLC | 17 | 17 | 0.01% | 0.04% | 0.09% | Q3 2019 | Q3 2023 | 17 |
Cetera Investment Advisers | 17 | 17 | 0.06% | 0.11% | 0.17% | Q3 2019 | Q3 2023 | 17 |
Allen Investment Management, LLC | 17 | 17 | 0.02% | 0.11% | 0.38% | Q3 2019 | Q3 2023 | 17 |
WELLINGTON MANAGEMENT GROUP LLP | 17 | 17 | 0.08% | 0.30% | 0.51% | Q3 2019 | Q3 2023 | 17 |
PROFFITT & GOODSON INC | 17 | 17 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 17 |
Allianz Asset Management GmbH | 17 | 17 | 0.00% | 0.05% | 0.10% | Q3 2019 | Q3 2023 | 17 |
OPPENHEIMER ASSET MANAGEMENT INC. | 17 | 17 | 0.01% | 0.03% | 0.11% | Q3 2019 | Q3 2023 | 17 |
Steamboat Capital Partners, LLC | 17 | 17 | 0.12% | 1.67% | 2.79% | Q3 2019 | Q3 2023 | 17 |
Cannell & Co. | 17 | 17 | 0.06% | 0.13% | 0.23% | Q3 2019 | Q3 2023 | 17 |
RAYMOND JAMES TRUST N.A. | 17 | 17 | 0.07% | 0.09% | 0.14% | Q3 2019 | Q3 2023 | 17 |
CWA Asset Management Group, LLC | 17 | 17 | 0.06% | 0.38% | 0.70% | Q3 2019 | Q3 2023 | 17 |
WADE G W & INC | 17 | 17 | 0.10% | 0.15% | 0.26% | Q3 2019 | Q3 2023 | 17 |
Global Wealth Management Investment Advisory, Inc. | 17 | 17 | 0.01% | 0.09% | 0.19% | Q3 2019 | Q3 2023 | 17 |
North Star Investment Management Corp. | 17 | 17 | 1.24% | 1.50% | 1.86% | Q3 2019 | Q3 2023 | 17 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.04% | 0.21% | 0.38% | Q3 2019 | Q3 2023 | 17 |
Chevy Chase Trust Holdings, LLC | 17 | 17 | 0.00% | 0.01% | 0.17% | Q3 2019 | Q3 2023 | 17 |
Cetera Advisors LLC | 17 | 17 | 0.07% | 0.11% | 0.14% | Q3 2019 | Q3 2023 | 17 |
Global Trust Asset Management, LLC | 17 | 17 | 0.03% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 17 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
KEYBANK NATIONAL ASSOCIATION/OH | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Coastal Bridge Advisors, LLC | 17 | 17 | 0.72% | 1.09% | 1.46% | Q3 2019 | Q3 2023 | 17 |
Sheaff Brock Investment Advisors, LLC | 17 | 17 | 0.06% | 0.08% | 0.12% | Q3 2019 | Q3 2023 | 17 |
FRED ALGER MANAGEMENT, LLC | 17 | 17 | 0.01% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
CENTRAL TRUST Co | 17 | 17 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
DIMENSIONAL FUND ADVISORS LP | 17 | 17 | 0.01% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 17 |
BigSur Wealth Management LLC | 17 | 17 | 0.58% | 1.56% | 2.69% | Q3 2019 | Q3 2023 | 17 |
Sandy Spring Bank | 17 | 17 | 0.19% | 0.48% | 0.72% | Q3 2019 | Q3 2023 | 17 |
WINTRUST INVESTMENTS LLC | 17 | 17 | 0.12% | 0.24% | 0.51% | Q3 2019 | Q3 2023 | 17 |
Traverso Chambers Private Wealth Management, LLC | 17 | 17 | 0.22% | 0.32% | 0.46% | Q3 2019 | Q3 2023 | 17 |
SeaCrest Wealth Management, LLC | 17 | 17 | 0.12% | 0.20% | 0.25% | Q3 2019 | Q3 2023 | 17 |
BOSTON FINANCIAL MANGEMENT LLC | 17 | 17 | 0.03% | 0.09% | 0.12% | Q3 2019 | Q3 2023 | 17 |
Ellis Investment Partners, LLC | 17 | 17 | 1.38% | 1.92% | 2.64% | Q3 2019 | Q3 2023 | 17 |
PEAPACK GLADSTONE FINANCIAL CORP | 17 | 17 | 0.07% | 0.09% | 0.14% | Q3 2019 | Q3 2023 | 17 |
Partners Group Holding AG | 17 | 17 | 2.27% | 3.17% | 4.11% | Q3 2019 | Q3 2023 | 17 |
Hartford Financial Management Inc. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Steward Partners Investment Advisory, LLC | 17 | 17 | 0.10% | 0.15% | 0.26% | Q3 2019 | Q3 2023 | 17 |
TCI Wealth Advisors, Inc. | 17 | 17 | 0.01% | 0.05% | 0.09% | Q3 2019 | Q3 2023 | 17 |
Sepio Capital, LP | 17 | 17 | 0.02% | 0.04% | 0.07% | Q3 2019 | Q3 2023 | 17 |
Chicago Partners Investment Group LLC | 17 | 17 | 0.76% | 0.97% | 1.26% | Q3 2019 | Q3 2023 | 17 |
Manchester Capital Management LLC | 17 | 17 | 0.01% | 0.03% | 0.07% | Q3 2019 | Q3 2023 | 17 |
COMMERCE BANK | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
CENTAURUS FINANCIAL, INC. | 17 | 17 | 0.18% | 0.27% | 0.39% | Q3 2019 | Q3 2023 | 17 |
BESSEMER GROUP INC | 17 | 17 | 0.00% | 1.13% | 2.14% | Q3 2019 | Q3 2023 | 17 |
Texas Yale Capital Corp. | 17 | 17 | 0.49% | 0.69% | 0.95% | Q3 2019 | Q3 2023 | 17 |
Canal Capital Management, LLC | 17 | 17 | 1.41% | 1.82% | 2.18% | Q3 2019 | Q3 2023 | 17 |
MERCER GLOBAL ADVISORS INC /ADV | 17 | 17 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Wellington Shields Capital Management, LLC | 17 | 17 | 1.00% | 1.75% | 3.18% | Q3 2019 | Q3 2023 | 17 |
ALPS ADVISORS INC | 17 | 17 | 0.02% | 0.07% | 0.14% | Q3 2019 | Q3 2023 | 17 |
Linscomb & Williams, Inc. | 17 | 17 | 0.03% | 0.06% | 0.12% | Q3 2019 | Q3 2023 | 17 |
Sound Income Strategies, LLC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Skandinaviska Enskilda Banken AB (publ) | 17 | 17 | 0.04% | 0.14% | 0.27% | Q3 2019 | Q3 2023 | 17 |
ClearBridge Investments | 17 | 17 | 0.04% | 0.34% | 0.56% | Q3 2019 | Q3 2023 | 17 |
UBS ASSET MANAGEMENT AMERICAS INC | 17 | 17 | 0.00% | 0.09% | 0.13% | Q3 2019 | Q3 2023 | 17 |
Adalta Capital Management LLC | 17 | 17 | 3.33% | 5.08% | 6.94% | Q3 2019 | Q3 2023 | 17 |
PIN OAK INVESTMENT ADVISORS INC | 17 | 17 | 0.01% | 0.07% | 0.13% | Q3 2019 | Q3 2023 | 17 |
Global Retirement Partners, LLC | 17 | 17 | 0.20% | 0.56% | 2.73% | Q3 2019 | Q3 2023 | 17 |
Sigma Planning Corp | 17 | 17 | 0.02% | 0.09% | 0.32% | Q3 2019 | Q3 2023 | 17 |
Ancora Advisors LLC | 17 | 17 | 0.16% | 0.22% | 0.27% | Q3 2019 | Q3 2023 | 17 |
BURNS J W & CO INC/NY | 17 | 17 | 0.07% | 0.12% | 0.18% | Q3 2019 | Q3 2023 | 17 |
Ranch Capital Advisors Inc. | 17 | 17 | 1.08% | 2.05% | 2.91% | Q3 2019 | Q3 2023 | 17 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 17 | 17 | 2.12% | 3.71% | 5.23% | Q3 2019 | Q3 2023 | 17 |
AVANTAX ADVISORY SERVICES, INC. | 17 | 17 | 0.02% | 0.05% | 0.07% | Q3 2019 | Q3 2023 | 17 |
1776 Wealth LLC | 16 | 16 | 0.05% | 0.87% | 1.47% | Q4 2019 | Q3 2023 | 17 |
USS Investment Management Ltd | 17 | 17 | 0.12% | 0.41% | 1.28% | Q3 2019 | Q3 2023 | 17 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 17 | 17 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 17 |
TELEMUS CAPITAL, LLC | 17 | 17 | 0.33% | 0.62% | 1.05% | Q3 2019 | Q3 2023 | 17 |
WHITTIER TRUST CO OF NEVADA INC | 17 | 17 | 0.13% | 0.31% | 0.46% | Q3 2019 | Q3 2023 | 17 |
Focused Wealth Management, Inc | 17 | 17 | 0.88% | 1.07% | 1.35% | Q3 2019 | Q3 2023 | 17 |
Lindbrook Capital, LLC | 9 | 8 | 0.03% | 0.06% | 0.09% | Q2 2019 | Q3 2023 | 17 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 17 | 17 | 0.00% | 0.04% | 0.09% | Q3 2019 | Q3 2023 | 17 |
STATE OF WISCONSIN INVESTMENT BOARD | 17 | 17 | 0.07% | 0.11% | 0.13% | Q3 2019 | Q3 2023 | 17 |
Vestmark Advisory Solutions, Inc. | 17 | 17 | 0.01% | 0.14% | 0.35% | Q3 2019 | Q3 2023 | 17 |
Community Bank & Trust, Waco, Texas | 17 | 17 | 1.71% | 2.18% | 2.92% | Q3 2019 | Q3 2023 | 17 |
EULAV Asset Management | 17 | 17 | 0.20% | 0.32% | 0.47% | Q3 2019 | Q3 2023 | 17 |
Dynamic Advisor Solutions LLC | 17 | 17 | 0.05% | 0.08% | 0.15% | Q3 2019 | Q3 2023 | 17 |
Glassman Wealth Services | 17 | 17 | 0.02% | 0.05% | 0.09% | Q3 2019 | Q3 2023 | 17 |
CHILTON INVESTMENT CO INC. | 17 | 17 | 0.39% | 1.37% | 3.62% | Q3 2019 | Q3 2023 | 17 |
FIFTH THIRD BANCORP | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Mariner, LLC | 17 | 17 | 0.03% | 0.06% | 0.10% | Q3 2019 | Q3 2023 | 17 |
Sumitomo Mitsui Trust Holdings, Inc. | 17 | 17 | 0.00% | 0.16% | 0.28% | Q3 2019 | Q3 2023 | 17 |
PATHSTONE FAMILY OFFICE, LLC | 13 | 1 | 0.00% | 0.05% | 0.10% | Q3 2019 | Q3 2023 | 17 |
Sargent Investment Group, LLC | 17 | 17 | 2.59% | 3.46% | 4.55% | Q3 2019 | Q3 2023 | 17 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 17 | 17 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
WESTPAC BANKING CORP | 17 | 17 | 0.01% | 0.09% | 0.16% | Q3 2019 | Q3 2023 | 17 |
Aviance Capital Partners, LLC | 17 | 17 | 0.32% | 0.45% | 0.58% | Q3 2019 | Q3 2023 | 17 |
CULLEN/FROST BANKERS, INC. | 17 | 17 | 0.01% | 0.12% | 0.23% | Q3 2019 | Q3 2023 | 17 |
NewEdge Advisors, LLC | 17 | 17 | 0.02% | 0.06% | 0.12% | Q3 2019 | Q3 2023 | 17 |
Geneos Wealth Management Inc. | 17 | 17 | 0.02% | 0.06% | 0.07% | Q3 2019 | Q3 2023 | 17 |
EASTERLY INVESTMENT PARTNERS LLC | 17 | 17 | 0.01% | 0.16% | 0.40% | Q3 2019 | Q3 2023 | 17 |
CHICKASAW CAPITAL MANAGEMENT LLC | 17 | 17 | 0.02% | 0.05% | 0.07% | Q3 2019 | Q3 2023 | 17 |
E&G Advisors, LP | 17 | 17 | 0.33% | 0.50% | 0.90% | Q3 2019 | Q3 2023 | 17 |
Selective Wealth Management, Inc. | 14 | 3 | 0.01% | 0.11% | 0.25% | Q3 2019 | Q4 2023 | 17 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 17 | 17 | 0.01% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
DFPG INVESTMENTS, LLC | 17 | 17 | 0.21% | 0.69% | 1.46% | Q3 2019 | Q3 2023 | 17 |
Oakworth Capital, Inc. | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Bank of New York Mellon Corp | 17 | 17 | 0.01% | 0.06% | 0.11% | Q3 2019 | Q3 2023 | 17 |
SANDERS MORRIS HARRIS LLC | 17 | 17 | 0.18% | 8.12% | 16.59% | Q3 2019 | Q3 2023 | 17 |
Klingman & Associates, LLC | 17 | 17 | 0.08% | 0.12% | 0.16% | Q3 2019 | Q3 2023 | 17 |
Arete Wealth Advisors, LLC | 17 | 17 | 0.09% | 0.15% | 0.38% | Q3 2019 | Q3 2023 | 17 |
ProVise Management Group, LLC | 17 | 17 | 0.37% | 0.47% | 0.71% | Q3 2019 | Q3 2023 | 17 |
D.A. DAVIDSON & CO. | 17 | 17 | 0.14% | 0.18% | 0.23% | Q3 2019 | Q3 2023 | 17 |
RITHOLTZ WEALTH MANAGEMENT | 14 | 1 | 0.00% | 0.05% | 0.11% | Q4 2019 | Q3 2023 | 17 |
Perkins Coie Trust Co | 17 | 17 | 0.01% | 0.10% | 0.19% | Q3 2019 | Q3 2023 | 17 |
LAKE STREET FINANCIAL LLC | 17 | 17 | 0.31% | 0.60% | 0.81% | Q3 2019 | Q3 2023 | 17 |
Beech Hill Advisors, Inc. | 17 | 17 | 0.55% | 1.42% | 2.87% | Q3 2019 | Q3 2023 | 17 |
Realta Investment Advisors | 17 | 17 | 0.11% | 0.18% | 0.24% | Q3 2019 | Q3 2023 | 17 |
Jacobi Capital Management LLC | 17 | 17 | 0.04% | 0.07% | 0.12% | Q3 2019 | Q3 2023 | 17 |
JAG CAPITAL MANAGEMENT, LLC | 17 | 17 | 0.06% | 0.23% | 0.39% | Q3 2019 | Q3 2023 | 17 |
Voya Financial Advisors, Inc. | 17 | 17 | 0.03% | 0.08% | 0.11% | Q3 2019 | Q3 2023 | 17 |
EVERGREEN CAPITAL MANAGEMENT LLC | 17 | 17 | 0.02% | 0.04% | 0.15% | Q3 2019 | Q3 2023 | 17 |
STEPHENS INC /AR/ | 17 | 17 | 0.37% | 0.47% | 0.60% | Q3 2019 | Q3 2023 | 17 |
ELEMENT POINTE ADVISORS, LLC | 17 | 17 | 0.16% | 0.36% | 0.66% | Q3 2019 | Q3 2023 | 17 |
CIBC Private Wealth Group, LLC | 17 | 17 | 0.70% | 1.51% | 2.54% | Q3 2019 | Q3 2023 | 17 |
Fiduciary Group LLC | 17 | 17 | 0.10% | 0.30% | 0.67% | Q3 2019 | Q3 2023 | 17 |
Cooper Financial Group | 16 | 16 | 0.00% | 0.22% | 0.52% | Q4 2019 | Q3 2023 | 17 |
DEARBORN PARTNERS LLC | 17 | 17 | 0.04% | 0.07% | 0.10% | Q3 2019 | Q3 2023 | 17 |
SIGNATUREFD, LLC | 17 | 17 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Joel Isaacson & Co., LLC | 17 | 17 | 0.08% | 0.12% | 0.36% | Q3 2019 | Q3 2023 | 17 |
Rathbones Group PLC | 17 | 17 | 0.02% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Cerity Partners LLC | 17 | 17 | 0.01% | 0.05% | 0.16% | Q3 2019 | Q3 2023 | 17 |
GREAT VALLEY ADVISOR GROUP, INC. | 17 | 17 | 0.04% | 0.14% | 0.29% | Q3 2019 | Q3 2023 | 17 |
Cambridge Investment Research Advisors, Inc. | 17 | 17 | 0.09% | 0.13% | 0.18% | Q3 2019 | Q3 2023 | 17 |
Russell Investments Group, Ltd. | 17 | 17 | 0.04% | 0.10% | 0.16% | Q3 2019 | Q3 2023 | 17 |
Fort Sheridan Advisors LLC | 17 | 17 | 1.23% | 1.72% | 2.27% | Q3 2019 | Q3 2023 | 17 |
Wedgewood Partners | 17 | 17 | 0.05% | 0.17% | 0.25% | Q2 2019 | Q2 2023 | 17 |
MONECO Advisors, LLC | 17 | 17 | 0.19% | 0.53% | 0.84% | Q3 2019 | Q3 2023 | 17 |
WHITTIER TRUST CO | 17 | 17 | 0.12% | 0.42% | 0.64% | Q3 2019 | Q3 2023 | 17 |
King Wealth Management Group | 17 | 17 | 0.26% | 0.37% | 0.47% | Q3 2019 | Q3 2023 | 17 |
SYNOVUS FINANCIAL CORP | 17 | 17 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 17 |
FINANCIAL COUNSELORS INC | 17 | 17 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 17 |
SEI INVESTMENTS CO | 17 | 17 | 0.00% | 0.06% | 0.21% | Q3 2019 | Q3 2023 | 17 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 17 | 17 | 0.69% | 1.23% | 1.76% | Q3 2019 | Q3 2023 | 17 |
Markel Corporation | 17 | 17 | 0.89% | 1.38% | 1.85% | Q3 2019 | Q3 2023 | 17 |
Legacy Bridge, LLC | 17 | 17 | 0.15% | 0.21% | 0.27% | Q3 2019 | Q3 2023 | 17 |
NATIXIS ADVISORS, L.P. | 17 | 17 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 17 |
JPMORGAN CHASE & CO | 17 | 17 | 0.02% | 0.13% | 0.24% | Q3 2019 | Q3 2023 | 17 |
Providence Capital Advisors, LLC | 17 | 17 | 0.01% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
GABLES CAPITAL MANAGEMENT INC. | 17 | 17 | 0.01% | 0.21% | 0.66% | Q3 2019 | Q3 2023 | 17 |
RIVERPARK CAPITAL MANAGEMENT LLC | 17 | 17 | 3.37% | 4.47% | 5.59% | Q3 2019 | Q3 2023 | 17 |
Sterneck Capital Management, LLC | 17 | 17 | 0.16% | 0.28% | 0.44% | Q3 2019 | Q3 2023 | 17 |
Colonial Trust Advisors | 17 | 17 | 0.21% | 0.85% | 1.31% | Q3 2019 | Q3 2023 | 17 |
PRICE T ROWE ASSOCIATES INC /MD/ | 17 | 17 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Principle Wealth Partners LLC | 17 | 17 | 0.16% | 0.23% | 0.27% | Q3 2019 | Q3 2023 | 17 |
Investors Research Corp | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
MGO ONE SEVEN LLC | 17 | 17 | 0.06% | 0.13% | 0.25% | Q3 2019 | Q3 2023 | 17 |
Busey Bank | 17 | 17 | 0.02% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
JANUS HENDERSON GROUP PLC | 17 | 17 | 0.34% | 0.51% | 0.66% | Q3 2019 | Q3 2023 | 17 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 17 | 17 | 0.03% | 0.11% | 0.22% | Q3 2019 | Q3 2023 | 17 |
ArrowMark Colorado Holdings LLC | 17 | 17 | 0.03% | 0.04% | 0.07% | Q3 2019 | Q3 2023 | 17 |
BANK HAPOALIM BM | 17 | 17 | 0.11% | 0.63% | 1.20% | Q3 2019 | Q3 2023 | 17 |
ARROW FINANCIAL CORP | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 17 | 17 | 0.04% | 0.11% | 0.46% | Q3 2019 | Q3 2023 | 17 |
FMR LLC | 17 | 17 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Krilogy Financial LLC | 17 | 17 | 0.06% | 0.13% | 0.21% | Q3 2019 | Q3 2023 | 17 |
LEVIN CAPITAL STRATEGIES, L.P. | 17 | 17 | 0.03% | 0.05% | 0.16% | Q3 2019 | Q3 2023 | 17 |
OPPENHEIMER & CO INC | 17 | 17 | 0.17% | 0.22% | 0.30% | Q3 2019 | Q3 2023 | 17 |
TSFG, LLC | 17 | 17 | 0.00% | 0.02% | 0.10% | Q3 2019 | Q3 2023 | 17 |
Atlantic Union Bankshares Corp | 17 | 17 | 0.03% | 0.06% | 0.08% | Q3 2019 | Q3 2023 | 17 |
State of New Jersey Common Pension Fund D | 17 | 17 | 0.05% | 0.12% | 0.16% | Q3 2019 | Q3 2023 | 17 |
KCM INVESTMENT ADVISORS LLC | 17 | 17 | 0.06% | 0.16% | 0.28% | Q3 2019 | Q3 2023 | 17 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 17 | 17 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 17 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 17 | 17 | 0.00% | 0.04% | 0.08% | Q3 2019 | Q3 2023 | 17 |
DAVIS R M INC | 17 | 17 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 17 |
LAZARD ASSET MANAGEMENT LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
FLAGSHIP HARBOR ADVISORS, LLC | 17 | 17 | 0.11% | 0.20% | 0.28% | Q3 2019 | Q3 2023 | 17 |
FinTrust Capital Advisors, LLC | 17 | 17 | 0.04% | 0.09% | 0.17% | Q3 2019 | Q3 2023 | 17 |
GEODE CAPITAL MANAGEMENT, LLC | 17 | 17 | 0.05% | 0.09% | 0.17% | Q3 2019 | Q3 2023 | 17 |
SFE Investment Counsel | 17 | 17 | 0.44% | 0.99% | 1.43% | Q3 2019 | Q3 2023 | 17 |
Belpointe Asset Management LLC | 17 | 17 | 0.06% | 0.12% | 0.21% | Q3 2019 | Q3 2023 | 17 |
Good Life Advisors, LLC | 17 | 17 | 0.07% | 0.18% | 0.38% | Q3 2019 | Q3 2023 | 17 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 17 | 17 | 0.26% | 0.62% | 0.82% | Q3 2019 | Q3 2023 | 17 |
Institute for Wealth Management, LLC. | 17 | 17 | 0.17% | 0.27% | 0.37% | Q3 2019 | Q3 2023 | 17 |
APG Asset Management N.V. | 17 | 17 | 0.01% | 0.22% | 0.48% | Q3 2019 | Q3 2023 | 17 |
FIRST AMERICAN TRUST, FSB | 17 | 17 | 0.06% | 0.09% | 0.12% | Q3 2019 | Q3 2023 | 17 |
Douglass Winthrop Advisors, LLC | 15 | 2 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 17 |
Tortoise Investment Management, LLC | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
PRIVATE TRUST CO NA | 17 | 17 | 0.11% | 0.20% | 0.65% | Q3 2019 | Q3 2023 | 17 |
JRM Investment Counsel, LLC | 17 | 17 | 3.68% | 6.98% | 10.10% | Q3 2019 | Q3 2023 | 17 |
&PARTNERS | 17 | 17 | 0.88% | 1.60% | 2.22% | Q3 2019 | Q3 2023 | 17 |
TRUIST FINANCIAL CORP | 17 | 17 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 17 |
JOHNSON INVESTMENT COUNSEL INC | 17 | 17 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 17 |
STATE STREET CORP | 17 | 17 | 0.00% | 0.06% | 0.16% | Q3 2019 | Q3 2023 | 17 |
Edgemoor Investment Advisors, Inc. | 17 | 17 | 1.05% | 1.55% | 2.11% | Q3 2019 | Q3 2023 | 17 |
Oxbow Advisors, LLC | 17 | 17 | 0.14% | 0.26% | 0.41% | Q3 2019 | Q3 2023 | 17 |
TrinityPoint Wealth, LLC | 17 | 17 | 0.24% | 0.41% | 0.64% | Q3 2019 | Q3 2023 | 17 |
MOSELEY INVESTMENT MANAGEMENT INC | 17 | 17 | 0.30% | 0.58% | 0.97% | Q3 2019 | Q3 2023 | 17 |
CITY HOLDING CO | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
FAYEZ SAROFIM & CO | 17 | 17 | 0.06% | 0.18% | 0.31% | Q3 2019 | Q3 2023 | 17 |
J. L. Bainbridge & Co., Inc. | 17 | 17 | 0.03% | 0.40% | 1.79% | Q3 2019 | Q3 2023 | 17 |
LGT CAPITAL PARTNERS LTD. | 17 | 17 | 0.78% | 1.34% | 2.03% | Q3 2019 | Q3 2023 | 17 |
Shepherd Financial Partners LLC | 17 | 17 | 0.29% | 0.48% | 1.02% | Q3 2019 | Q3 2023 | 17 |
Seneca House Advisors | 17 | 17 | 1.89% | 3.62% | 5.26% | Q3 2019 | Q3 2023 | 17 |
First PREMIER Bank | 17 | 17 | 0.14% | 0.36% | 0.50% | Q3 2019 | Q3 2023 | 17 |
RDA Financial Network | 17 | 17 | 0.36% | 0.54% | 0.75% | Q3 2019 | Q3 2023 | 17 |
Highlander Capital Management, LLC | 17 | 17 | 0.44% | 0.54% | 0.73% | Q3 2019 | Q3 2023 | 17 |
SIT INVESTMENT ASSOCIATES INC | 17 | 17 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
First Personal Financial Services | 17 | 17 | 0.03% | 0.05% | 0.10% | Q3 2019 | Q3 2023 | 17 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 17 | 17 | 3.68% | 5.80% | 8.15% | Q3 2019 | Q3 2023 | 17 |
Mirae Asset Global Investments Co., Ltd. | 17 | 17 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
HoyleCohen, LLC | 17 | 17 | 0.61% | 1.08% | 1.57% | Q3 2019 | Q3 2023 | 17 |
IFP Advisors, Inc | 17 | 17 | 0.07% | 0.15% | 0.24% | Q3 2019 | Q3 2023 | 17 |
PINNACLE FINANCIAL PARTNERS INC | 17 | 17 | 0.09% | 0.13% | 0.17% | Q3 2019 | Q3 2023 | 17 |
B & T Capital Management DBA Alpha Capital Management | 17 | 17 | 1.16% | 1.65% | 2.15% | Q3 2019 | Q3 2023 | 17 |
SG Americas Securities, LLC | 17 | 17 | 0.02% | 0.04% | 0.09% | Q3 2019 | Q3 2023 | 17 |
HOLDERNESS INVESTMENTS CO | 17 | 17 | 0.72% | 0.95% | 1.27% | Q3 2019 | Q3 2023 | 17 |
Mirador Capital Partners LP | 17 | 17 | 1.37% | 2.08% | 2.91% | Q3 2019 | Q3 2023 | 17 |
Rossmore Private Capital | 17 | 17 | 0.08% | 0.13% | 0.24% | Q3 2019 | Q3 2023 | 17 |
Next Capital Management LLC | 17 | 17 | 0.15% | 0.42% | 0.92% | Q3 2019 | Q3 2023 | 17 |
NORTHEAST INVESTMENT MANAGEMENT | 17 | 17 | 0.31% | 0.85% | 1.40% | Q3 2019 | Q3 2023 | 17 |
TOWER BRIDGE ADVISORS | 17 | 17 | 0.06% | 0.22% | 0.77% | Q3 2019 | Q3 2023 | 17 |
MOODY LYNN & LIEBERSON, LLC | 17 | 17 | 0.54% | 2.55% | 4.02% | Q3 2019 | Q3 2023 | 17 |
ARS Investment Partners, LLC | 17 | 17 | 0.71% | 0.99% | 1.28% | Q3 2019 | Q3 2023 | 17 |
PRUDENTIAL FINANCIAL INC | 17 | 17 | 0.00% | 0.01% | 0.10% | Q3 2019 | Q3 2023 | 17 |
Meridian Wealth Advisors, LLC | 17 | 17 | 0.10% | 0.15% | 0.23% | Q3 2019 | Q3 2023 | 17 |
HM PAYSON & CO | 17 | 17 | 0.11% | 0.15% | 0.20% | Q3 2019 | Q3 2023 | 17 |
FIDUCIARY TRUST CO | 17 | 17 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 17 |
WELCH & FORBES LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Vantage Investment Partners, LLC | 17 | 17 | 0.43% | 0.98% | 1.89% | Q3 2019 | Q3 2023 | 17 |
Archon Partners LLC | 17 | 17 | 1.56% | 2.42% | 3.20% | Q3 2019 | Q3 2023 | 17 |
Janney Montgomery Scott LLC | 17 | 17 | 0.18% | 0.26% | 0.41% | Q3 2019 | Q3 2023 | 17 |
BROWN BROTHERS HARRIMAN & CO | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Parkside Financial Bank & Trust | 17 | 17 | 0.04% | 0.07% | 0.13% | Q3 2019 | Q3 2023 | 17 |
NORTHERN TRUST CORP | 17 | 17 | 0.02% | 0.07% | 0.14% | Q3 2019 | Q3 2023 | 17 |
AMERIPRISE FINANCIAL INC | 17 | 17 | 0.01% | 0.03% | 0.11% | Q3 2019 | Q3 2023 | 17 |
Baird Financial Group, Inc. | 17 | 17 | 0.02% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 17 |
Allworth Financial LP | 17 | 17 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
GLENMEDE TRUST CO NA | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
STIFEL FINANCIAL CORP | 17 | 17 | 0.09% | 0.12% | 0.18% | Q3 2019 | Q3 2023 | 17 |
LPL Financial LLC | 17 | 17 | 0.04% | 0.06% | 0.09% | Q3 2019 | Q3 2023 | 17 |
NorthRock Partners, LLC | 17 | 17 | 0.02% | 0.05% | 0.09% | Q3 2019 | Q3 2023 | 17 |
NOMURA ASSET MANAGEMENT CO LTD | 17 | 17 | 0.05% | 0.12% | 0.18% | Q3 2019 | Q3 2023 | 17 |
Legal & General Group Plc | 17 | 17 | 0.06% | 0.14% | 0.22% | Q3 2019 | Q3 2023 | 17 |
BlackRock Inc. | 17 | 17 | 0.02% | 0.08% | 0.14% | Q3 2019 | Q3 2023 | 17 |
KING LUTHER CAPITAL MANAGEMENT CORP | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
RiverPark Advisors, LLC | 17 | 17 | 1.37% | 3.37% | 4.93% | Q3 2019 | Q3 2023 | 17 |
Van Cleef Asset Management,Inc | 17 | 17 | 0.06% | 0.10% | 0.21% | Q3 2019 | Q3 2023 | 17 |
DIVIDEND ASSETS CAPITAL, LLC | 17 | 17 | 0.10% | 0.21% | 0.29% | Q3 2019 | Q3 2023 | 17 |
Wealthcare Advisory Partners LLC | 17 | 17 | 0.01% | 0.05% | 0.08% | Q3 2019 | Q3 2023 | 17 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 17 | 17 | 0.20% | 0.28% | 0.37% | Q3 2019 | Q3 2023 | 17 |
Donald L. Hagan, LLC | 17 | 17 | 0.38% | 0.54% | 0.71% | Q3 2019 | Q3 2023 | 17 |
BLAIR WILLIAM & CO/IL | 17 | 17 | 0.15% | 0.32% | 0.46% | Q3 2019 | Q3 2023 | 17 |
Essex Financial Services, Inc. | 17 | 17 | 0.24% | 0.46% | 2.00% | Q3 2019 | Q3 2023 | 17 |
GABELLI FUNDS LLC | 17 | 17 | 0.06% | 0.12% | 0.17% | Q3 2019 | Q3 2023 | 17 |
Daiwa Securities Group Inc. | 17 | 17 | 0.01% | 0.03% | 0.07% | Q3 2019 | Q3 2023 | 17 |
HUNTINGTON NATIONAL BANK | 17 | 17 | 0.01% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Douglas Lane & Associates, LLC | 17 | 17 | 1.25% | 1.66% | 2.17% | Q3 2019 | Q3 2023 | 17 |
MONETARY MANAGEMENT GROUP INC | 14 | 3 | 0.02% | 0.12% | 0.36% | Q2 2019 | Q3 2023 | 17 |
Bartlett & Co. LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2023 | 17 |
Seelaus Asset Management LLC | 17 | 17 | 0.31% | 0.45% | 0.96% | Q3 2019 | Q3 2023 | 17 |
Intellectus Partners, LLC | 17 | 17 | 0.57% | 0.77% | 0.95% | Q3 2019 | Q3 2023 | 17 |
Walleye Capital LLC | 4 | 1 | 0.01% | 0.07% | 0.39% | Q3 2019 | Q3 2023 | 17 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 17 | 17 | 1.56% | 2.75% | 3.71% | Q3 2019 | Q3 2023 | 17 |
PINNACLE ASSOCIATES LTD | 17 | 17 | 0.09% | 0.24% | 0.38% | Q3 2019 | Q3 2023 | 17 |
CANADA PENSION PLAN INVESTMENT BOARD | 17 | 17 | 0.04% | 0.07% | 0.10% | Q3 2019 | Q3 2023 | 17 |
ST GERMAIN D J CO INC | 14 | 3 | 0.03% | 0.66% | 2.45% | Q3 2019 | Q4 2023 | 17 |
Financial Partners Group, Inc | 17 | 17 | 0.10% | 0.15% | 0.18% | Q3 2019 | Q3 2023 | 17 |
Supplemental Annuity Collective Trust of NJ | 17 | 17 | 0.13% | 0.19% | 0.25% | Q3 2019 | Q3 2023 | 17 |
Prospera Financial Services Inc | 17 | 17 | 0.85% | 1.54% | 4.30% | Q3 2019 | Q3 2023 | 17 |
Lee Financial Co | 17 | 17 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.59% | 0.84% | 1.05% | Q3 2019 | Q3 2023 | 17 |
Family Management Corp | 17 | 17 | 0.06% | 0.90% | 1.61% | Q3 2019 | Q3 2023 | 17 |
SOL Capital Management CO | 17 | 17 | 0.96% | 1.17% | 1.49% | Q3 2019 | Q3 2023 | 17 |
LINCOLN CAPITAL CORP | 17 | 17 | 0.19% | 0.36% | 0.50% | Q3 2019 | Q3 2023 | 17 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 17 | 17 | 0.02% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 17 |
FIRST NATIONAL BANK SIOUX FALLS | 17 | 17 | 0.90% | 1.36% | 2.13% | Q3 2019 | Q3 2023 | 17 |
Hudock, Inc. | 17 | 17 | 0.09% | 0.51% | 0.79% | Q3 2019 | Q3 2023 | 17 |
Mraz, Amerine & Associates, Inc. | 17 | 17 | 0.06% | 0.15% | 0.25% | Q3 2019 | Q3 2023 | 17 |
Financial Advocates Investment Management | 17 | 17 | 0.04% | 0.06% | 0.10% | Q3 2019 | Q3 2023 | 17 |
MML INVESTORS SERVICES, LLC | 17 | 17 | 0.03% | 0.06% | 0.10% | Q3 2019 | Q3 2023 | 17 |
MORGAN STANLEY | 17 | 17 | 0.19% | 0.24% | 0.34% | Q3 2019 | Q3 2023 | 17 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 17 | 0.03% | 0.34% | 0.94% | Q3 2019 | Q3 2023 | 17 |
McIlrath & Eck, LLC | 17 | 17 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Sargent Bickham Lagudis LLC | 17 | 17 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q4 2022 | 17 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17 | 17 | 0.23% | 0.34% | 0.44% | Q3 2019 | Q3 2023 | 17 |
MACKENZIE FINANCIAL CORP | 17 | 17 | 0.01% | 0.21% | 0.37% | Q3 2019 | Q3 2023 | 17 |
ADVISORY RESEARCH INC | 17 | 17 | 0.03% | 0.07% | 0.16% | Q3 2019 | Q3 2023 | 17 |
FIRST MANHATTAN CO. LLC. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
JACOBSON & SCHMITT ADVISORS, LLC | 17 | 17 | 1.93% | 2.51% | 3.37% | Q3 2019 | Q3 2023 | 17 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 17 | 17 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 17 |
TRUE Private Wealth Advisors | 17 | 17 | 0.07% | 0.11% | 0.18% | Q3 2019 | Q3 2023 | 17 |
Hilton Capital Management, LLC | 17 | 17 | 0.08% | 1.21% | 2.36% | Q3 2019 | Q3 2023 | 17 |
AE Wealth Management LLC | 17 | 17 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
PITTENGER & ANDERSON INC | 17 | 17 | 0.01% | 0.05% | 0.09% | Q3 2019 | Q3 2023 | 17 |
CAPITAL CITY TRUST CO/FL | 17 | 17 | 0.66% | 0.92% | 1.31% | Q3 2019 | Q3 2023 | 17 |
B. Riley Wealth Advisors, Inc. | 17 | 17 | 0.12% | 0.19% | 0.29% | Q3 2019 | Q3 2023 | 17 |
BOWEN HANES & CO INC | 17 | 17 | 0.92% | 1.61% | 2.42% | Q3 2019 | Q3 2023 | 17 |
BROWN ADVISORY INC | 17 | 17 | 0.08% | 0.53% | 1.07% | Q3 2019 | Q3 2023 | 17 |
MEYER HANDELMAN CO | 17 | 17 | 0.10% | 0.14% | 0.25% | Q3 2019 | Q3 2023 | 17 |
Claro Advisors LLC | 17 | 17 | 0.12% | 0.36% | 0.53% | Q3 2019 | Q3 2023 | 17 |
Northeast Financial Consultants Inc | 17 | 17 | 0.34% | 0.43% | 0.55% | Q3 2019 | Q3 2023 | 17 |
Western Wealth Management, LLC | 8 | 8 | 0.08% | 0.13% | 0.24% | Q3 2019 | Q3 2023 | 16 |
Asset Management One Co., Ltd. | 16 | 16 | 0.08% | 0.11% | 0.15% | Q4 2019 | Q3 2023 | 16 |
MOODY NATIONAL BANK TRUST DIVISION | 16 | 16 | 0.06% | 0.11% | 0.24% | Q4 2019 | Q3 2023 | 16 |
SHEETS SMITH WEALTH MANAGEMENT | 16 | 16 | 0.04% | 0.13% | 0.22% | Q4 2019 | Q3 2023 | 16 |
DAVENPORT & Co LLC | 16 | 16 | 0.03% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Baltimore-Washington Financial Advisors, Inc. | 9 | 7 | 1.28% | 1.91% | 2.56% | Q3 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.07% | 0.10% | 0.13% | Q4 2019 | Q3 2023 | 16 |
SVB WEALTH LLC | 16 | 16 | 0.02% | 0.32% | 0.84% | Q4 2019 | Q3 2023 | 16 |
abrdn plc | 16 | 16 | 0.07% | 0.11% | 0.16% | Q4 2019 | Q3 2023 | 16 |
Compass Ion Advisors, LLC | 16 | 16 | 0.46% | 0.76% | 1.06% | Q4 2019 | Q3 2023 | 16 |
GUGGENHEIM CAPITAL LLC | 16 | 16 | 0.00% | 0.08% | 0.24% | Q4 2019 | Q3 2023 | 16 |
Compagnie Lombard Odier SCmA | 16 | 16 | 0.56% | 1.53% | 2.30% | Q4 2019 | Q3 2023 | 16 |
Versant Capital Management, Inc | 16 | 16 | 0.01% | 0.03% | 0.09% | Q1 2020 | Q4 2023 | 16 |
Edgewood Management | 16 | 16 | 0.00% | 1.32% | 4.50% | Q4 2019 | Q3 2023 | 16 |
Field & Main Bank | 14 | 2 | 0.90% | 1.16% | 1.49% | Q3 2019 | Q3 2023 | 16 |
Select Equity Group, L.P. | 15 | 15 | 0.01% | 0.16% | 0.75% | Q3 2019 | Q1 2023 | 16 |
NORDEA INVESTMENT MANAGEMENT AB | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
BALLAST ADVISORS LLC | 16 | 16 | 1.11% | 1.45% | 1.80% | Q4 2019 | Q3 2023 | 16 |
TD ASSET MANAGEMENT INC | 16 | 16 | 0.00% | 0.07% | 0.23% | Q4 2019 | Q3 2023 | 16 |
Venture Visionary Partners LLC | 16 | 16 | 0.08% | 0.19% | 0.42% | Q4 2019 | Q3 2023 | 16 |
PBMares Wealth Management LLC | 16 | 16 | 0.12% | 0.32% | 0.57% | Q4 2019 | Q3 2023 | 16 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 16 | 16 | 0.05% | 0.07% | 0.09% | Q4 2019 | Q3 2023 | 16 |
FIRST FINANCIAL CORP /IN/ | 13 | 3 | 0.00% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 16 |
Cornerstone Wealth Management, LLC | 13 | 3 | 0.43% | 0.59% | 0.80% | Q3 2019 | Q3 2023 | 16 |
WEBSTER BANK, N. A. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 16 | 16 | 0.00% | 0.11% | 0.20% | Q4 2019 | Q3 2023 | 16 |
PRIO WEALTH LIMITED PARTNERSHIP | 14 | 2 | 0.01% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 16 |
DekaBank Deutsche Girozentrale | 16 | 16 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Trust Co | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
PRINCIPAL FINANCIAL GROUP INC | 16 | 16 | 0.00% | 0.01% | 0.06% | Q4 2019 | Q3 2023 | 16 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 16 | 16 | 0.05% | 0.09% | 0.18% | Q4 2019 | Q3 2023 | 16 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 16 | 16 | 0.00% | 0.11% | 0.20% | Q4 2019 | Q3 2023 | 16 |
CAPITAL ADVISORS INC/OK | 16 | 16 | 0.50% | 0.76% | 1.11% | Q4 2019 | Q3 2023 | 16 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 16 | 16 | 0.01% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Financial Architects, Inc | 16 | 16 | 0.11% | 0.56% | 3.74% | Q3 2019 | Q2 2023 | 16 |
CHAI TRUST CO LLC | 16 | 16 | 0.41% | 0.89% | 1.42% | Q3 2019 | Q2 2023 | 16 |
Bleichroeder LP | 16 | 16 | 0.35% | 1.27% | 2.11% | Q4 2019 | Q3 2023 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 16 |
Integrated Wealth Concepts LLC | 16 | 16 | 0.03% | 0.06% | 0.12% | Q4 2019 | Q3 2023 | 16 |
BOKF, NA | 9 | 7 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 16 |
Summit Place Financial Advisors, LLC | 16 | 16 | 1.29% | 1.93% | 3.72% | Q4 2019 | Q3 2023 | 16 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 15 | 1 | 0.23% | 0.39% | 0.59% | Q3 2019 | Q3 2023 | 16 |
National Pension Service | 16 | 16 | 0.01% | 0.16% | 0.23% | Q4 2019 | Q3 2023 | 16 |
StoneX Group Inc. | 10 | 6 | 0.29% | 0.56% | 1.09% | Q3 2019 | Q3 2023 | 16 |
Quadrant Private Wealth Management, LLC | 12 | 4 | 0.13% | 0.21% | 0.31% | Q3 2019 | Q3 2023 | 16 |
1834 INVESTMENT ADVISORS CO | 10 | 6 | 0.00% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 16 |
Dakota Wealth Management | 14 | 2 | 0.03% | 0.06% | 0.12% | Q3 2019 | Q3 2023 | 16 |
Stamos Capital Partners, L.P. | 9 | 7 | 0.33% | 1.25% | 2.31% | Q3 2019 | Q3 2023 | 16 |
Meiji Yasuda Asset Management Co Ltd. | 16 | 16 | 0.04% | 0.08% | 0.16% | Q4 2019 | Q3 2023 | 16 |
CI INVESTMENTS INC. | 9 | 7 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2023 | 16 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA | 16 | 16 | 0.52% | 0.97% | 1.35% | Q4 2019 | Q3 2023 | 16 |
ALLIANCEBERNSTEIN L.P. | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Creegan & Nassoura Financial Group, LLC | 16 | 16 | 2.48% | 3.25% | 4.17% | Q4 2019 | Q3 2023 | 16 |
SRS Capital Advisors, Inc. | 10 | 6 | 0.05% | 0.09% | 0.15% | Q3 2019 | Q3 2023 | 16 |
MATRIX PRIVATE CAPITAL GROUP LLC | 16 | 16 | 0.38% | 0.78% | 1.36% | Q4 2019 | Q3 2023 | 16 |
Korea Investment CORP | 16 | 16 | 0.02% | 0.10% | 0.18% | Q4 2019 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
NAPLES GLOBAL ADVISORS, LLC | 16 | 16 | 0.28% | 0.41% | 0.58% | Q4 2019 | Q3 2023 | 16 |
Sculati Wealth Management, LLC | 16 | 16 | 1.16% | 1.39% | 1.67% | Q4 2019 | Q3 2023 | 16 |
BRADLEY FOSTER & SARGENT INC/CT | 13 | 3 | 0.09% | 0.19% | 0.32% | Q3 2019 | Q3 2023 | 16 |
TRANSCEND CAPITAL ADVISORS, LLC | 16 | 16 | 0.56% | 1.14% | 2.81% | Q4 2019 | Q3 2023 | 16 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 16 | 16 | 0.05% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Hodges Capital Management Inc. | 16 | 16 | 0.06% | 0.11% | 0.22% | Q4 2019 | Q3 2023 | 16 |
INGALLS & SNYDER LLC | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Consolidated Investment Group LLC | 16 | 16 | 1.37% | 2.02% | 3.00% | Q4 2019 | Q3 2023 | 16 |
Mitsubishi UFJ Asset Management Co., Ltd. | 16 | 16 | 0.05% | 0.07% | 0.14% | Q4 2019 | Q3 2023 | 16 |
Jupiter Wealth Management LLC | 16 | 16 | 0.10% | 0.79% | 2.79% | Q3 2019 | Q2 2023 | 16 |
Marble Harbor Investment Counsel, LLC | 16 | 16 | 0.04% | 0.05% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Truvestments Capital LLC | 9 | 7 | 0.02% | 0.22% | 0.82% | Q3 2019 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.16% | 0.47% | 3.40% | Q4 2019 | Q3 2023 | 16 |
IEQ CAPITAL, LLC | 16 | 16 | 0.10% | 0.16% | 0.28% | Q4 2019 | Q3 2023 | 16 |
Allen Capital Group, LLC | 13 | 3 | 1.04% | 1.34% | 1.61% | Q3 2019 | Q3 2023 | 16 |
Mitsubishi UFJ Trust & Banking Corp | 16 | 16 | 0.06% | 0.09% | 0.14% | Q4 2019 | Q3 2023 | 16 |
South Street Advisors LLC | 16 | 16 | 1.70% | 3.37% | 5.36% | Q4 2019 | Q3 2023 | 16 |
Rehmann Capital Advisory Group | 15 | 1 | 0.11% | 0.17% | 0.24% | Q3 2019 | Q3 2023 | 16 |
CERTUITY, LLC | 10 | 10 | 0.01% | 0.05% | 0.11% | Q2 2021 | Q3 2023 | 16 |
REGIONS FINANCIAL CORP | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
TimeScale Financial, Inc. | 15 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2023 | 16 |
Dai-ichi Life Insurance Company, Ltd | 16 | 16 | 0.01% | 0.09% | 0.62% | Q4 2019 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.02% | 0.05% | 0.13% | Q4 2019 | Q3 2023 | 16 |
J.W. COLE ADVISORS, INC. | 16 | 16 | 0.12% | 0.19% | 0.39% | Q4 2019 | Q3 2023 | 16 |
Gulf International Bank (UK) Ltd | 16 | 16 | 0.11% | 0.16% | 0.20% | Q4 2019 | Q3 2023 | 16 |
NATIXIS | 13 | 1 | 0.00% | 0.20% | 2.77% | Q2 2019 | Q3 2023 | 16 |
SteelPeak Wealth, LLC | 16 | 16 | 0.02% | 0.12% | 0.30% | Q4 2019 | Q3 2023 | 16 |
ISLAY CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.05% | 0.09% | 0.12% | Q4 2019 | Q3 2023 | 16 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 16 | 16 | 0.14% | 0.23% | 0.32% | Q4 2019 | Q3 2023 | 16 |
Kingsview Wealth Management, LLC | 10 | 6 | 0.07% | 0.11% | 0.16% | Q3 2019 | Q3 2023 | 16 |
Powell Investment Advisors, LLC | 16 | 16 | 0.24% | 0.31% | 0.41% | Q4 2019 | Q3 2023 | 16 |
Achmea Investment Management B.V. | 16 | 16 | 0.03% | 0.18% | 0.58% | Q4 2019 | Q3 2023 | 16 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 16 | 16 | 0.14% | 0.33% | 0.51% | Q4 2019 | Q3 2023 | 16 |
Snowden Capital Advisors LLC | 8 | 8 | 0.09% | 0.12% | 0.19% | Q3 2019 | Q3 2023 | 16 |
NWAM LLC | 12 | 4 | 0.01% | 0.06% | 0.12% | Q3 2019 | Q3 2023 | 16 |
Verdence Capital Advisors LLC | 16 | 16 | 0.05% | 0.14% | 0.21% | Q4 2019 | Q3 2023 | 16 |
IAT REINSURANCE CO LTD. | 13 | 3 | 0.43% | 1.18% | 6.25% | Q3 2019 | Q3 2023 | 16 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 16 | 16 | 0.06% | 0.08% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Veritable, L.P. | 16 | 16 | 0.01% | 0.01% | 0.03% | Q3 2019 | Q2 2023 | 16 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 0.03% | 0.04% | 0.10% | Q4 2019 | Q3 2023 | 16 |
J.P. Morgan Private Wealth Advisors LLC | 15 | 1 | 0.26% | 0.41% | 0.58% | Q3 2019 | Q3 2023 | 16 |
Bay Rivers Group | 16 | 16 | 0.19% | 0.86% | 1.77% | Q4 2019 | Q3 2023 | 16 |
WealthPLAN Partners, LLC | 11 | 5 | 0.08% | 0.21% | 0.71% | Q3 2019 | Q4 2023 | 16 |
STRATEGY ASSET MANAGERS LLC | 16 | 16 | 0.28% | 0.40% | 0.67% | Q2 2019 | Q1 2023 | 16 |
TOMPKINS FINANCIAL CORP | 10 | 6 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q4 2023 | 16 |
Visionary Wealth Advisors | 16 | 16 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Red Door Wealth Management, LLC | 16 | 16 | 0.40% | 0.75% | 1.09% | Q4 2019 | Q3 2023 | 16 |
Clearstead Advisors, LLC | 16 | 16 | 0.04% | 0.12% | 0.26% | Q4 2019 | Q3 2023 | 16 |
EPG Wealth Management LLC | 16 | 16 | 0.15% | 0.22% | 0.28% | Q4 2019 | Q3 2023 | 16 |
VICTORY CAPITAL MANAGEMENT INC | 16 | 16 | 0.01% | 0.05% | 0.10% | Q4 2019 | Q3 2023 | 16 |
IFM Investors Pty Ltd | 16 | 16 | 0.12% | 0.17% | 0.21% | Q4 2019 | Q3 2023 | 16 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 14 | 2 | 0.01% | 0.04% | 0.18% | Q3 2019 | Q3 2023 | 16 |
MCF Advisors LLC | 9 | 7 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 16 |
NEW VERNON INVESTMENT MANAGEMENT LLC | 16 | 16 | 1.50% | 2.00% | 2.74% | Q4 2019 | Q3 2023 | 16 |
FineMark National Bank & Trust | 16 | 16 | 0.01% | 0.19% | 0.38% | Q4 2019 | Q3 2023 | 16 |
RMB Capital Management, LLC | 12 | 1 | 0.01% | 0.08% | 1.02% | Q3 2019 | Q3 2023 | 16 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 10 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 16 |
KBC Group NV | 16 | 16 | 0.06% | 0.15% | 0.24% | Q4 2019 | Q3 2023 | 16 |
Secure Asset Management, LLC | 16 | 16 | 0.30% | 0.43% | 0.64% | Q4 2019 | Q3 2023 | 16 |
COMPTON CAPITAL MANAGEMENT INC /RI | 16 | 16 | 1.50% | 2.88% | 9.04% | Q3 2019 | Q2 2023 | 16 |
JNBA Financial Advisors | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Caprock Group, LLC | 12 | 4 | 0.03% | 0.06% | 0.23% | Q3 2019 | Q3 2023 | 16 |
First Heartland Consultants, Inc. | 16 | 16 | 0.03% | 0.09% | 0.21% | Q4 2019 | Q3 2023 | 16 |
Avantax Planning Partners, Inc. | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Gilman Hill Asset Management, LLC | 14 | 2 | 0.08% | 0.12% | 0.27% | Q3 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.01% | 0.10% | 0.23% | Q4 2019 | Q3 2023 | 16 |
LINCOLN NATIONAL CORP | 16 | 16 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 16 | 16 | 0.03% | 0.08% | 0.15% | Q4 2019 | Q3 2023 | 16 |
WESTWOOD HOLDINGS GROUP INC | 8 | 8 | 0.02% | 0.28% | 0.90% | Q3 2019 | Q3 2023 | 16 |
Kistler-Tiffany Companies, LLC | 16 | 16 | 0.07% | 0.10% | 0.13% | Q3 2019 | Q2 2023 | 16 |
GFG Capital, LLC | 16 | 16 | 1.72% | 2.57% | 3.75% | Q4 2019 | Q3 2023 | 16 |
Jaffetilchin Investment Partners, LLC | 11 | 5 | 0.07% | 0.23% | 0.44% | Q3 2019 | Q3 2023 | 16 |
Samalin Investment Counsel, LLC | 16 | 16 | 0.25% | 0.42% | 0.58% | Q4 2019 | Q3 2023 | 16 |
Livforsakringsbolaget Skandia, Omsesidigt | 16 | 16 | 0.01% | 0.09% | 0.40% | Q4 2019 | Q3 2023 | 16 |
DIMENSION CAPITAL MANAGEMENT LLC | 16 | 16 | 0.12% | 0.22% | 0.28% | Q3 2019 | Q2 2023 | 16 |
TORONTO DOMINION BANK | 16 | 16 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Randolph Co Inc | 11 | 4 | 3.52% | 4.58% | 6.41% | Q4 2019 | Q3 2023 | 15 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 15 | 15 | 0.19% | 0.31% | 0.49% | Q1 2020 | Q3 2023 | 15 |
Larson Financial Group LLC | 14 | 1 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 15 |
FIRST TRUST ADVISORS LP | 10 | 5 | 0.00% | 0.05% | 0.12% | Q4 2019 | Q3 2023 | 15 |
Addison Capital Co | 15 | 15 | 0.22% | 0.32% | 0.47% | Q3 2019 | Q1 2023 | 15 |
GOFEN & GLOSSBERG LLC /IL/ | 15 | 15 | 0.01% | 0.18% | 0.40% | Q2 2019 | Q4 2022 | 15 |
Avidian Wealth Solutions, LLC | 15 | 15 | 0.08% | 0.12% | 0.16% | Q1 2020 | Q3 2023 | 15 |
Element Wealth, LLC | 15 | 15 | 0.40% | 0.53% | 0.71% | Q1 2020 | Q3 2023 | 15 |
NEW YORK STATE COMMON RETIREMENT FUND | 15 | 15 | 0.00% | 0.09% | 0.16% | Q1 2020 | Q3 2023 | 15 |
Domani Wealth, LLC | 15 | 15 | 0.08% | 0.14% | 0.23% | Q3 2019 | Q1 2023 | 15 |
BDO Wealth Advisors, LLC | 14 | 1 | 0.05% | 0.06% | 0.08% | Q3 2019 | Q2 2023 | 15 |
Voss Capital, LLC | 15 | 15 | 0.06% | 2.53% | 4.94% | Q4 2019 | Q2 2023 | 15 |
Community Bank, N.A. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2023 | 15 |
WASHINGTON TRUST Co | 15 | 15 | 0.01% | 0.08% | 0.57% | Q1 2020 | Q3 2023 | 15 |
Laidlaw Wealth Management LLC | 11 | 4 | 0.38% | 0.62% | 0.90% | Q4 2019 | Q3 2023 | 15 |
ACADIAN ASSET MANAGEMENT LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Venturi Wealth Management, LLC | 14 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.14% | 0.24% | 0.45% | Q4 2019 | Q3 2023 | 15 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 15 | 15 | 0.01% | 0.03% | 0.12% | Q1 2020 | Q3 2023 | 15 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 15 | 15 | 0.02% | 0.07% | 0.17% | Q3 2019 | Q1 2023 | 15 |
QUADRANT CAPITAL GROUP LLC | 15 | 15 | 0.00% | 0.01% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Plante Moran Financial Advisors, LLC | 14 | 1 | 0.01% | 0.05% | 0.15% | Q3 2019 | Q3 2023 | 15 |
Modus Advisors, LLC | 15 | 15 | 0.30% | 1.12% | 1.61% | Q2 2020 | Q4 2023 | 15 |
BRAVE ASSET MANAGEMENT INC | 13 | 2 | 0.15% | 0.47% | 1.22% | Q3 2019 | Q3 2023 | 15 |
Quad-Cities Investment Group, LLC | 14 | 1 | 0.15% | 0.36% | 0.47% | Q3 2019 | Q3 2023 | 15 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 8 | 7 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 15 |
VALLEY WEALTH MANAGERS, INC. | 15 | 15 | 0.01% | 0.04% | 0.06% | Q3 2019 | Q1 2023 | 15 |
Strategic Wealth Partners, Ltd. | 15 | 15 | 0.00% | 0.68% | 1.08% | Q3 2019 | Q1 2023 | 15 |
Wealthspire Advisors, LLC | 15 | 15 | 0.03% | 0.06% | 0.11% | Q1 2020 | Q3 2023 | 15 |
TRUST CO OF VERMONT | 8 | 1 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2023 | 15 |
RMR Wealth Builders | 14 | 1 | 0.05% | 0.21% | 0.32% | Q4 2019 | Q3 2023 | 15 |
Wealth Alliance Advisory Group, LLC | 14 | 1 | 0.10% | 0.15% | 0.22% | Q4 2019 | Q3 2023 | 15 |
D. E. Shaw & Co., Inc. | 14 | 1 | 0.00% | 0.14% | 0.35% | Q3 2019 | Q3 2023 | 15 |
Summit Trail Advisors, LLC | 15 | 15 | 0.05% | 0.10% | 0.16% | Q1 2020 | Q3 2023 | 15 |
Fortis Advisors, LLC | 15 | 15 | 0.03% | 0.06% | 0.09% | Q1 2020 | Q3 2023 | 15 |
COMERICA BANK | 14 | 1 | 0.00% | 0.03% | 0.13% | Q3 2019 | Q3 2023 | 15 |
COURIER CAPITAL LLC | 13 | 13 | 0.00% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 15 |
FARALLON CAPITAL MANAGEMENT LLC | 15 | 15 | 0.16% | 1.36% | 1.79% | Q1 2020 | Q3 2023 | 15 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 15 | 15 | 0.01% | 0.11% | 0.22% | Q1 2020 | Q3 2023 | 15 |
Welch Group, LLC | 15 | 15 | 0.04% | 0.19% | 0.33% | Q1 2020 | Q3 2023 | 15 |
Inscription Capital, LLC | 15 | 15 | 0.22% | 0.51% | 0.76% | Q1 2020 | Q3 2023 | 15 |
WMS Partners, LLC | 15 | 15 | 0.08% | 0.15% | 0.32% | Q1 2020 | Q3 2023 | 15 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.00% | 0.42% | 0.72% | Q4 2020 | Q3 2023 | 15 |
GRAND JEAN CAPITAL MANAGEMENT INC | 15 | 15 | 3.59% | 4.42% | 5.94% | Q1 2020 | Q3 2023 | 15 |
TCW GROUP INC | 15 | 15 | 0.10% | 0.22% | 0.43% | Q1 2020 | Q3 2023 | 15 |
ALLSTATE CORP | 15 | 15 | 0.01% | 0.04% | 0.12% | Q1 2020 | Q3 2023 | 15 |
FORSTA AP-FONDEN | 15 | 15 | 0.11% | 0.16% | 0.23% | Q1 2020 | Q3 2023 | 15 |
Laurel Wealth Advisors, Inc. | 15 | 15 | 0.06% | 0.10% | 0.14% | Q2 2019 | Q4 2022 | 15 |
Arizona State Retirement System | 15 | 15 | 0.09% | 0.15% | 0.19% | Q1 2020 | Q3 2023 | 15 |
Verition Fund Management LLC | 5 | 2 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 15 |
Sunbelt Securities, Inc. | 12 | 3 | 0.03% | 0.15% | 0.54% | Q3 2019 | Q3 2023 | 15 |
First Pacific Advisors, LP | 13 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2023 | 15 |
Robeco Institutional Asset Management B.V. | 15 | 15 | 0.01% | 0.03% | 0.09% | Q1 2020 | Q3 2023 | 15 |
Morse Asset Management, Inc | 14 | 1 | 0.07% | 0.30% | 0.58% | Q4 2019 | Q3 2023 | 15 |
Capital International, Inc./CA/ | 15 | 15 | 0.03% | 0.10% | 0.28% | Q1 2020 | Q3 2023 | 15 |
BECKER CAPITAL MANAGEMENT INC | 15 | 15 | 0.30% | 0.45% | 0.62% | Q1 2020 | Q3 2023 | 15 |
Zions Bancorporation, N.A. | 15 | 15 | 0.00% | 0.02% | 0.13% | Q1 2020 | Q3 2023 | 15 |
Westside Investment Management, Inc. | 15 | 15 | 0.00% | 0.14% | 0.72% | Q1 2020 | Q3 2023 | 15 |
LEVEL FOUR ADVISORY SERVICES, LLC | 8 | 3 | 0.02% | 0.05% | 0.11% | Q3 2019 | Q3 2023 | 15 |
Capital Asset Advisory Services LLC | 12 | 3 | 0.02% | 0.06% | 0.16% | Q3 2019 | Q3 2023 | 15 |
JFS WEALTH ADVISORS, LLC | 15 | 15 | 0.01% | 0.04% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Man Group plc | 11 | 4 | 0.00% | 0.03% | 0.07% | Q3 2019 | Q3 2023 | 15 |
HOLLENCREST CAPITAL MANAGEMENT | 7 | 4 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 15 |
ProShare Advisors LLC | 14 | 1 | 0.01% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 15 |
Old Port Advisors | 14 | 1 | 0.12% | 0.16% | 0.24% | Q4 2019 | Q3 2023 | 15 |
Arlington Partners LLC | 15 | 15 | 0.01% | 0.04% | 0.08% | Q4 2019 | Q2 2023 | 15 |
Vishria Bird Financial Group, LLC | 15 | 15 | 2.04% | 2.89% | 3.70% | Q1 2020 | Q3 2023 | 15 |
Andra AP-fonden | 9 | 6 | 0.03% | 0.14% | 0.26% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.07% | 0.09% | 0.12% | Q1 2020 | Q3 2023 | 15 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 15 | 15 | 0.14% | 0.21% | 0.29% | Q1 2020 | Q3 2023 | 15 |
Jefferies Group LLC | 7 | 3 | 0.00% | 0.03% | 0.06% | Q3 2019 | Q1 2022 | 15 |
FORT PITT CAPITAL GROUP, LLC | 15 | 15 | 0.67% | 2.43% | 3.29% | Q1 2020 | Q3 2023 | 15 |
MASSMUTUAL TRUST CO FSB/ADV | 9 | 1 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q4 2023 | 15 |
Poehling Capital Management, INC. | 15 | 15 | 0.18% | 0.63% | 1.00% | Q1 2020 | Q3 2023 | 15 |
WIMMER ASSOCIATES 1, LLC | 13 | 2 | 0.17% | 0.25% | 0.34% | Q4 2019 | Q3 2023 | 15 |
Grandeur Peak Global Advisors, LLC | 15 | 15 | 0.00% | 0.26% | 0.46% | Q2 2019 | Q4 2022 | 15 |
TWO SIGMA INVESTMENTS, LP | 6 | 1 | 0.00% | 0.04% | 0.40% | Q3 2020 | Q3 2023 | 15 |
Tower Research Capital LLC (TRC) | 12 | 1 | 0.00% | 0.04% | 0.13% | Q3 2019 | Q3 2023 | 15 |
Ayalon Insurance Comp Ltd. | 15 | 15 | 0.01% | 0.25% | 0.69% | Q3 2019 | Q1 2023 | 15 |
JUPITER ASSET MANAGEMENT LTD | 14 | 1 | 0.01% | 0.44% | 1.14% | Q3 2019 | Q2 2023 | 15 |
Apella Capital, LLC | 12 | 3 | 0.05% | 0.10% | 0.14% | Q1 2020 | Q4 2023 | 15 |
CapWealth Advisors, LLC | 15 | 15 | 0.14% | 0.55% | 0.90% | Q3 2019 | Q1 2023 | 15 |
BESSEMER SECURITIES LLC | 15 | 15 | 0.45% | 0.78% | 1.52% | Q1 2020 | Q3 2023 | 15 |
Ziegler Capital Management, LLC | 15 | 15 | 0.02% | 0.21% | 0.31% | Q1 2020 | Q3 2023 | 15 |
MV CAPITAL MANAGEMENT, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Stonehage Fleming Financial Services Holdings Ltd | 15 | 15 | 0.01% | 0.04% | 0.10% | Q1 2020 | Q3 2023 | 15 |
HYMAN CHARLES D | 15 | 15 | 0.09% | 0.13% | 0.18% | Q1 2020 | Q3 2023 | 15 |
Capital Investment Advisors, LLC | 15 | 15 | 0.04% | 0.05% | 0.08% | Q2 2020 | Q4 2023 | 15 |
MOTCO | 9 | 5 | 0.00% | 0.14% | 0.47% | Q3 2019 | Q3 2023 | 14 |
ZEKE CAPITAL ADVISORS, LLC | 14 | 14 | 0.13% | 0.20% | 0.37% | Q3 2019 | Q4 2022 | 14 |
McKinley Carter Wealth Services, Inc. | 12 | 2 | 0.03% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 14 |
BENJAMIN EDWARDS INC | 11 | 3 | 0.04% | 0.23% | 0.74% | Q3 2019 | Q3 2023 | 14 |
Gradient Investments LLC | 13 | 1 | 0.00% | 0.41% | 0.80% | Q1 2020 | Q3 2023 | 14 |
OAK RIDGE INVESTMENTS LLC | 12 | 1 | 0.03% | 0.07% | 0.12% | Q2 2019 | Q1 2023 | 14 |
Cryder Capital Partners LLP | 14 | 14 | 8.59% | 10.62% | 12.86% | Q2 2020 | Q3 2023 | 14 |
Capital Planning Advisors, LLC | 14 | 14 | 0.22% | 0.55% | 0.78% | Q2 2020 | Q3 2023 | 14 |
THOMPSON SIEGEL & WALMSLEY LLC | 14 | 14 | 0.01% | 0.09% | 0.14% | Q2 2020 | Q3 2023 | 14 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 11 | 3 | 0.00% | 0.06% | 0.17% | Q4 2019 | Q3 2023 | 14 |
1ST SOURCE BANK | 14 | 14 | 0.11% | 0.17% | 0.25% | Q2 2020 | Q3 2023 | 14 |
EATON VANCE MANAGEMENT | 14 | 14 | 0.00% | 0.05% | 0.13% | Q2 2019 | Q3 2022 | 14 |
MASTRAPASQUA ASSET MANAGEMENT INC | 14 | 14 | 0.14% | 0.25% | 0.32% | Q2 2020 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 10 | 1 | 0.04% | 0.10% | 0.31% | Q4 2019 | Q3 2023 | 14 |
Banque Cantonale Vaudoise | 14 | 14 | 0.02% | 0.06% | 0.14% | Q2 2020 | Q3 2023 | 14 |
BOSTON FAMILY OFFICE LLC | 14 | 14 | 0.02% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 14 | 14 | 0.34% | 0.43% | 0.49% | Q2 2020 | Q3 2023 | 14 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 14 | 14 | 0.04% | 0.12% | 0.26% | Q3 2019 | Q4 2022 | 14 |
AJ WEALTH STRATEGIES, LLC | 14 | 14 | 0.01% | 0.05% | 0.08% | Q1 2020 | Q2 2023 | 14 |
Narwhal Capital Management | 14 | 14 | 0.38% | 0.65% | 1.07% | Q2 2020 | Q3 2023 | 14 |
Rock Creek Group, LP | 14 | 14 | 0.14% | 0.61% | 1.28% | Q3 2019 | Q4 2022 | 14 |
Perennial Advisors, LLC | 14 | 14 | 0.04% | 0.12% | 0.17% | Q2 2020 | Q3 2023 | 14 |
ALETHEA CAPITAL MANAGEMENT, LLC | 14 | 14 | 0.14% | 0.32% | 0.53% | Q3 2019 | Q4 2022 | 14 |
Cottage Street Advisors LLC | 14 | 14 | 0.46% | 3.86% | 5.40% | Q2 2020 | Q3 2023 | 14 |
TIAA, FSB | 14 | 14 | 0.01% | 0.06% | 0.09% | Q1 2020 | Q2 2023 | 14 |
FORTE CAPITAL LLC /ADV | 14 | 14 | 0.06% | 0.09% | 0.12% | Q2 2020 | Q3 2023 | 14 |
FIRST FOUNDATION ADVISORS | 9 | 5 | 0.01% | 0.19% | 0.67% | Q1 2020 | Q3 2023 | 14 |
Blue Zone Wealth Advisors, LLC | 14 | 14 | 1.44% | 1.93% | 2.59% | Q2 2020 | Q3 2023 | 14 |
Latash Investments, LLC | 10 | 4 | 0.44% | 0.65% | 0.80% | Q4 2019 | Q3 2023 | 14 |
PARK AVENUE SECURITIES LLC | 13 | 1 | 0.03% | 0.06% | 0.10% | Q1 2020 | Q3 2023 | 14 |
ASSET MANAGEMENT CORP /IL/ /ADV | 14 | 14 | 0.42% | 0.72% | 1.00% | Q4 2019 | Q1 2023 | 14 |
Platform Technology Partners | 10 | 1 | 0.28% | 0.66% | 0.92% | Q4 2019 | Q3 2023 | 14 |
Acorn Wealth Advisors, LLC | 14 | 14 | 0.66% | 0.87% | 1.14% | Q2 2020 | Q3 2023 | 14 |
HHM Wealth Advisors, LLC | 10 | 4 | 0.00% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 14 |
Avitas Wealth Management LLC | 12 | 2 | 0.29% | 0.46% | 0.68% | Q3 2019 | Q3 2023 | 14 |
Ellsworth Advisors, LLC | 14 | 14 | 1.11% | 1.35% | 1.84% | Q2 2020 | Q3 2023 | 14 |
HighTower Trust Company, N.A. | 11 | 3 | 1.20% | 1.90% | 2.81% | Q3 2019 | Q1 2023 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.03% | 0.05% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Glenview Trust Co | 12 | 2 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 14 |
Benchmark Financial Wealth Advisors, LLC | 12 | 1 | 0.13% | 0.21% | 0.36% | Q4 2019 | Q3 2023 | 14 |
CYPRESS CAPITAL MANAGEMENT LLC | 14 | 14 | 0.10% | 0.14% | 0.20% | Q2 2019 | Q3 2022 | 14 |
DELTA ASSET MANAGEMENT LLC/TN | 10 | 4 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 14 |
RATIONAL ADVISORS LLC | 10 | 4 | 0.17% | 0.42% | 0.67% | Q4 2019 | Q3 2023 | 14 |
TOWNSQUARE CAPITAL LLC | 12 | 2 | 0.00% | 0.06% | 0.11% | Q3 2019 | Q3 2023 | 14 |
EP Wealth Advisors, LLC | 10 | 4 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 14 |
COOKSON PEIRCE & CO INC | 9 | 5 | 0.02% | 1.09% | 3.52% | Q3 2019 | Q3 2023 | 14 |
BAR HARBOR WEALTH MANAGEMENT | 14 | 14 | 0.03% | 0.06% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Keystone Financial Group | 11 | 1 | 0.05% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 14 |
Castle Rock Wealth Management, LLC | 14 | 14 | 0.32% | 0.61% | 1.07% | Q2 2020 | Q3 2023 | 14 |
RKL Wealth Management LLC | 14 | 14 | 0.23% | 0.30% | 0.40% | Q2 2020 | Q3 2023 | 14 |
Arkadios Wealth Advisors | 7 | 2 | 0.00% | 0.08% | 0.27% | Q4 2019 | Q3 2023 | 14 |
YorkBridge Wealth Partners, LLC | 14 | 14 | 0.08% | 0.27% | 0.34% | Q3 2019 | Q4 2022 | 14 |
VAUGHAN & Co SECURITIES, INC. | 14 | 14 | 0.39% | 0.55% | 0.76% | Q2 2020 | Q3 2023 | 14 |
Vanguard Capital Wealth Advisors | 12 | 1 | 0.37% | 0.47% | 0.53% | Q4 2019 | Q3 2023 | 14 |
BOURGEON CAPITAL MANAGEMENT LLC | 12 | 2 | 0.00% | 0.11% | 0.77% | Q3 2019 | Q3 2023 | 14 |
Freestone Capital Holdings, LLC | 14 | 14 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Candriam S.C.A. | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
STRS OHIO | 14 | 14 | 0.00% | 0.07% | 0.11% | Q2 2020 | Q3 2023 | 14 |
FDx Advisors, Inc. | 13 | 1 | 0.02% | 0.03% | 0.07% | Q3 2019 | Q2 2023 | 14 |
Capital Investment Advisory Services, LLC | 12 | 2 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q2 2023 | 14 |
Asset Dedication, LLC | 10 | 1 | 0.00% | 0.02% | 0.07% | Q3 2019 | Q3 2023 | 14 |
BLB&B Advisors, LLC | 8 | 1 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 14 |
BALYASNY ASSET MANAGEMENT L.P. | 6 | 1 | 0.00% | 0.09% | 0.30% | Q3 2019 | Q2 2023 | 14 |
Artisan Partners Limited Partnership | 12 | 12 | 0.02% | 0.11% | 0.20% | Q1 2020 | Q4 2022 | 13 |
Newman Dignan & Sheerar, Inc. | 13 | 13 | 0.05% | 0.22% | 0.33% | Q3 2020 | Q3 2023 | 13 |
JEPPSON WEALTH MANAGEMENT, LLC | 13 | 13 | 0.24% | 0.39% | 0.54% | Q3 2020 | Q3 2023 | 13 |
Chesapeake Wealth Management | 13 | 13 | 0.10% | 0.37% | 0.70% | Q1 2020 | Q1 2023 | 13 |
Crescent Grove Advisors, LLC | 13 | 13 | 0.09% | 0.14% | 0.20% | Q3 2020 | Q3 2023 | 13 |
ALERUS FINANCIAL NA | 13 | 13 | 0.04% | 0.28% | 0.53% | Q3 2020 | Q3 2023 | 13 |
B. Riley Wealth Management, Inc. | 13 | 13 | 0.03% | 0.10% | 0.24% | Q2 2019 | Q2 2022 | 13 |
Private Capital Group, LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q2 2022 | 13 |
Fairhaven Wealth Management, LLC | 11 | 2 | 0.11% | 0.15% | 0.22% | Q2 2020 | Q3 2023 | 13 |
Kore Private Wealth LLC | 13 | 13 | 0.32% | 0.40% | 0.50% | Q3 2019 | Q3 2022 | 13 |
SMITH, MOORE & CO. | 13 | 13 | 0.13% | 0.17% | 0.21% | Q3 2020 | Q3 2023 | 13 |
Brown Advisory Securities, LLC | 13 | 13 | 0.29% | 0.99% | 1.60% | Q3 2019 | Q3 2022 | 13 |
Strategic Blueprint, LLC | 13 | 13 | 0.06% | 0.10% | 0.16% | Q3 2020 | Q3 2023 | 13 |
Fieldpoint Private Securities, LLC | 13 | 13 | 0.18% | 0.24% | 0.32% | Q2 2019 | Q2 2022 | 13 |
Kaizen Financial Strategies | 9 | 2 | 0.00% | 1.74% | 2.76% | Q4 2020 | Q3 2023 | 13 |
CCLA Investment Management | 8 | 5 | 0.86% | 1.49% | 2.72% | Q2 2020 | Q3 2023 | 13 |
Brookstone Capital Management | 10 | 1 | 0.01% | 0.01% | 0.05% | Q3 2019 | Q3 2023 | 13 |
Vigilant Capital Management, LLC | 11 | 2 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2023 | 13 |
Winch Advisory Services, LLC | 12 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 13 |
PROFUND ADVISORS LLC | 9 | 1 | 0.01% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 13 |
Royal Fund Management, LLC | 6 | 1 | 0.00% | 0.31% | 0.79% | Q3 2019 | Q3 2023 | 13 |
State of Alaska, Department of Revenue | 12 | 1 | 0.01% | 0.04% | 0.11% | Q2 2020 | Q3 2023 | 13 |
Claraphi Advisory Network, LLC | 13 | 13 | 0.12% | 0.29% | 0.57% | Q3 2019 | Q3 2022 | 13 |
Paradigm Financial Partners, LLC | 13 | 13 | 0.08% | 0.56% | 0.89% | Q3 2020 | Q3 2023 | 13 |
MCKINLEY CAPITAL MANAGEMENT LLC | 13 | 13 | 0.13% | 0.36% | 0.65% | Q3 2019 | Q3 2022 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.13% | 0.23% | 0.30% | Q3 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.17% | 0.36% | 0.73% | Q3 2020 | Q3 2023 | 13 |
LINDEN ADVISORS LP | 7 | 7 | 0.02% | 0.06% | 0.14% | Q3 2019 | Q1 2021 | 13 |
SALEM INVESTMENT COUNSELORS INC | 13 | 13 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 13 |
PFS INVESTMENTS INC. | 13 | 13 | 0.05% | 0.12% | 0.17% | Q3 2019 | Q3 2022 | 13 |
Great Diamond Partners, LLC | 13 | 13 | 0.05% | 0.78% | 1.21% | Q4 2019 | Q4 2022 | 13 |
Game Plan Financial Advisors, LLC | 13 | 13 | 0.82% | 1.26% | 2.13% | Q4 2019 | Q4 2022 | 13 |
TIGER MANAGEMENT L.L.C. | 13 | 13 | 6.61% | 10.05% | 15.02% | Q3 2019 | Q3 2022 | 13 |
Gruss & Co., LLC | 10 | 3 | 0.82% | 2.07% | 4.67% | Q4 2019 | Q1 2023 | 13 |
Arden Trust Co | 13 | 13 | 0.12% | 0.23% | 0.32% | Q3 2019 | Q3 2022 | 13 |
Core Wealth Advisors, Inc. | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Meridian Wealth Management, LLC | 13 | 13 | 0.02% | 0.22% | 0.64% | Q3 2020 | Q3 2023 | 13 |
Center for Financial Planning, Inc. | 12 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 13 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 10 | 1 | 0.00% | 0.13% | 0.18% | Q1 2020 | Q3 2023 | 13 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2022 | 13 |
Ashfield Capital Partners, LLC | 13 | 13 | 0.18% | 0.45% | 1.02% | Q3 2019 | Q3 2022 | 13 |
Choate Investment Advisors | 12 | 1 | 0.01% | 0.05% | 0.10% | Q4 2019 | Q3 2023 | 13 |
Godshalk Welsh Capital Management, Inc. | 13 | 13 | 0.44% | 0.69% | 0.90% | Q3 2020 | Q3 2023 | 13 |
Old North State Trust, LLC | 13 | 13 | 0.05% | 0.32% | 0.52% | Q3 2020 | Q3 2023 | 13 |
KMG FIDUCIARY PARTNERS, LLC | 13 | 13 | 0.07% | 0.25% | 0.36% | Q3 2020 | Q3 2023 | 13 |
MBM Wealth Consultants, LLC | 13 | 13 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q1 2023 | 13 |
Symmetry Partners, LLC | 13 | 13 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
EXCHANGE TRADED CONCEPTS, LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q4 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.22% | 0.28% | 0.41% | Q3 2020 | Q3 2023 | 13 |
Gladstone Institutional Advisory LLC | 10 | 3 | 0.04% | 0.11% | 0.20% | Q3 2019 | Q3 2023 | 13 |
CFM WEALTH PARTNERS LLC | 7 | 3 | 0.06% | 0.07% | 0.08% | Q4 2019 | Q3 2023 | 13 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 12 | 1 | 0.04% | 0.28% | 0.46% | Q1 2020 | Q3 2023 | 13 |
SADOFF INVESTMENT MANAGEMENT LLC | 13 | 13 | 1.33% | 1.72% | 2.29% | Q3 2019 | Q3 2022 | 13 |
Lokken Investment Group LLC | 12 | 1 | 0.55% | 0.66% | 0.84% | Q1 2012 | Q3 2023 | 13 |
Haverford Trust Co | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Corient Capital Partners, LLC | 13 | 13 | 0.04% | 0.10% | 0.27% | Q3 2019 | Q3 2022 | 13 |
Affinity Capital Advisors, LLC | 12 | 1 | 0.07% | 0.10% | 0.19% | Q4 2019 | Q3 2023 | 13 |
UNIO CAPITAL LLC | 13 | 13 | 3.00% | 5.01% | 6.59% | Q3 2019 | Q3 2022 | 13 |
Alphinity Investment Management Pty Ltd | 13 | 13 | 1.94% | 3.50% | 4.88% | Q3 2019 | Q3 2022 | 13 |
GPS Wealth Strategies Group, LLC | 13 | 13 | 0.15% | 0.27% | 0.36% | Q3 2020 | Q3 2023 | 13 |
American Portfolios Advisors | 13 | 13 | 0.05% | 0.11% | 0.19% | Q3 2019 | Q3 2022 | 13 |
Uniplan Investment Counsel, Inc. | 13 | 13 | 0.27% | 0.56% | 0.84% | Q3 2019 | Q3 2022 | 13 |
Apollon Wealth Management, LLC | 11 | 2 | 0.25% | 0.42% | 0.66% | Q2 2020 | Q3 2023 | 13 |
Diversified Trust Co | 12 | 1 | 0.01% | 0.04% | 0.05% | Q3 2020 | Q4 2023 | 13 |
Gratus Capital, LLC | 12 | 12 | 0.02% | 1.48% | 2.19% | Q1 2020 | Q4 2022 | 13 |
Montecito Bank & Trust | 12 | 1 | 0.04% | 0.09% | 0.15% | Q4 2019 | Q4 2023 | 13 |
Advisors Asset Management, Inc. | 13 | 13 | 0.00% | 0.07% | 0.19% | Q3 2020 | Q3 2023 | 13 |
Covington Capital Management | 13 | 13 | 0.04% | 0.36% | 0.69% | Q3 2019 | Q3 2022 | 13 |
Redhawk Wealth Advisors, Inc. | 13 | 13 | 0.08% | 0.21% | 0.49% | Q3 2020 | Q3 2023 | 13 |
Archer Investment Corp | 8 | 5 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2023 | 13 |
IRON Financial LLC | 13 | 13 | 0.13% | 0.17% | 0.21% | Q3 2020 | Q3 2023 | 13 |
Atria Investments, Inc | 11 | 2 | 0.01% | 0.09% | 0.15% | Q4 2019 | Q3 2023 | 13 |
SouthState Corp | 13 | 13 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 13 | 13 | 0.07% | 0.15% | 0.25% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.10% | 0.15% | 0.22% | Q3 2020 | Q3 2023 | 13 |
Fisher Asset Management, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
ACG Wealth | 13 | 13 | 0.03% | 0.06% | 0.08% | Q2 2019 | Q2 2022 | 13 |
Prime Capital Investment Advisors, LLC | 10 | 1 | 0.02% | 0.07% | 0.20% | Q2 2019 | Q3 2023 | 13 |
SEEYOND | 13 | 13 | 0.00% | 0.05% | 0.11% | Q4 2019 | Q4 2022 | 13 |
MUFG Americas Holdings Corp | 13 | 13 | 0.03% | 0.07% | 0.14% | Q3 2019 | Q3 2022 | 13 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 12 | 1 | 0.03% | 0.07% | 0.11% | Q2 2020 | Q3 2023 | 13 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 12 | 12 | 0.00% | 0.02% | 0.07% | Q2 2019 | Q1 2022 | 12 |
Terra Nova Asset Management LLC | 12 | 12 | 0.25% | 1.41% | 2.44% | Q4 2020 | Q3 2023 | 12 |
BOENNING & SCATTERGOOD, INC. | 11 | 1 | 0.06% | 0.11% | 0.15% | Q4 2019 | Q4 2022 | 12 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 12 | 12 | 0.84% | 1.22% | 1.74% | Q4 2020 | Q3 2023 | 12 |
FOUNDERS FINANCIAL SECURITIES LLC | 12 | 12 | 0.08% | 0.13% | 0.18% | Q4 2019 | Q3 2022 | 12 |
JENNISON ASSOCIATES LLC | 12 | 12 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Mayfair Advisory Group, LLC | 12 | 12 | 0.34% | 0.47% | 0.62% | Q4 2020 | Q3 2023 | 12 |
Orion Portfolio Solutions, LLC | 9 | 3 | 0.00% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 12 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12 | 12 | 0.02% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 12 |
EFG Asset Management (Americas) Corp. | 12 | 12 | 0.67% | 0.91% | 1.23% | Q3 2019 | Q2 2022 | 12 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 6 | 1 | 0.00% | 0.07% | 0.28% | Q1 2020 | Q3 2023 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.09% | 0.15% | 0.22% | Q4 2020 | Q3 2023 | 12 |
VOYA INVESTMENT MANAGEMENT LLC | 11 | 1 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 12 |
Citizens Business Bank | 12 | 12 | 0.24% | 0.41% | 0.61% | Q3 2019 | Q2 2022 | 12 |
CONCENTRIC WEALTH MANAGEMENT, LLC | 12 | 12 | 0.06% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Capital International Sarl | 8 | 4 | 0.06% | 0.21% | 0.47% | Q4 2019 | Q3 2023 | 12 |
Bard Financial Services, Inc. | 12 | 12 | 0.13% | 0.22% | 0.44% | Q4 2020 | Q3 2023 | 12 |
THRIVENT FINANCIAL FOR LUTHERANS | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Octavia Wealth Advisors, LLC | 12 | 12 | 0.10% | 0.12% | 0.16% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.06% | 0.10% | 0.26% | Q4 2020 | Q3 2023 | 12 |
LOOMIS SAYLES & CO L P | 10 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
Balentine LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.10% | 0.16% | 0.20% | Q4 2020 | Q3 2023 | 12 |
WNY Asset Management, LLC | 12 | 12 | 0.13% | 0.23% | 0.30% | Q4 2020 | Q3 2023 | 12 |
IVC Wealth Advisors LLC | 12 | 12 | 0.17% | 0.24% | 0.30% | Q4 2020 | Q3 2023 | 12 |
CAMBRIDGE TRUST CO | 10 | 2 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 12 |
Merrion Investment Management Co, LLC | 12 | 12 | 0.22% | 0.38% | 0.52% | Q4 2020 | Q3 2023 | 12 |
Stanley-Laman Group, Ltd. | 12 | 12 | 0.03% | 0.25% | 0.57% | Q4 2020 | Q3 2023 | 12 |
Qube Research & Technologies Ltd | 4 | 2 | 0.00% | 0.07% | 0.23% | Q2 2020 | Q3 2023 | 12 |
Southland Equity Partners LLC | 12 | 12 | 0.19% | 0.28% | 0.36% | Q4 2020 | Q3 2023 | 12 |
MEITAV INVESTMENT HOUSE LTD | 11 | 1 | 0.01% | 0.22% | 1.24% | Q2 2020 | Q3 2023 | 12 |
MAIRS & POWER INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2022 | 12 |
Edge Capital Group, LLC | 10 | 2 | 0.02% | 0.10% | 0.41% | Q3 2020 | Q3 2023 | 12 |
Kercheville Advisors, LLC | 12 | 12 | 1.67% | 3.14% | 5.01% | Q4 2020 | Q3 2023 | 12 |
BREWIN DOLPHIN LTD | 12 | 12 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q2 2022 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Curated Wealth Partners LLC | 12 | 12 | 0.18% | 0.35% | 0.66% | Q4 2020 | Q3 2023 | 12 |
MONETA GROUP INVESTMENT ADVISORS LLC | 11 | 1 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 12 |
PANAGORA ASSET MANAGEMENT INC | 12 | 12 | 0.00% | 0.02% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Jackson, Grant Investment Advisers, Inc. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Grandview Asset Management LLC | 12 | 12 | 0.96% | 1.80% | 4.72% | Q4 2020 | Q3 2023 | 12 |
Gray Wealth Management Inc. | 8 | 1 | 0.10% | 0.18% | 0.23% | Q2 2020 | Q3 2023 | 12 |
Valmark Advisers, Inc. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Beta Wealth Group, Inc. | 12 | 12 | 3.04% | 3.92% | 5.10% | Q4 2020 | Q3 2023 | 12 |
HOWARD FINANCIAL SERVICES, LTD. | 12 | 12 | 0.06% | 0.10% | 0.15% | Q4 2020 | Q3 2023 | 12 |
VESTOR CAPITAL, LLC | 9 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 12 |
WBH ADVISORY INC | 9 | 3 | 0.07% | 0.10% | 0.12% | Q3 2020 | Q3 2023 | 12 |
BARCLAYS PLC | 7 | 7 | 0.00% | 0.04% | 0.19% | Q1 2022 | Q3 2023 | 12 |
Mine & Arao Wealth Creation & Management, LLC. | 8 | 4 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 12 |
Triangle Securities Wealth Management | 12 | 12 | 1.32% | 2.01% | 2.59% | Q4 2020 | Q3 2023 | 12 |
Cohen Investment Advisors LLC | 12 | 12 | 1.63% | 2.18% | 2.82% | Q4 2020 | Q3 2023 | 12 |
X-Square Capital, LLC | 12 | 12 | 0.66% | 1.00% | 1.26% | Q4 2020 | Q3 2023 | 12 |
Annex Advisory Services, LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
AMERICAN NATIONAL INSURANCE CO | 12 | 12 | 0.13% | 0.38% | 1.50% | Q2 2019 | Q1 2022 | 12 |
Redpoint Investment Management Pty Ltd | 12 | 12 | 0.04% | 0.15% | 0.27% | Q4 2019 | Q3 2022 | 12 |
SAX WEALTH ADVISORS, LLC | 12 | 12 | 0.10% | 0.14% | 0.19% | Q4 2020 | Q3 2023 | 12 |
Cordasco Financial Network | 12 | 12 | 0.04% | 0.07% | 0.09% | Q3 2019 | Q2 2022 | 12 |
SG3 Management, LLC | 5 | 2 | 0.00% | 0.22% | 1.64% | Q3 2019 | Q3 2021 | 12 |
Core Alternative Capital | 12 | 12 | 0.44% | 1.37% | 2.27% | Q4 2020 | Q3 2023 | 12 |
Sage Mountain Advisors LLC | 12 | 12 | 0.07% | 0.10% | 0.16% | Q4 2020 | Q3 2023 | 12 |
CAPITAL INTERNATIONAL LTD /CA/ | 10 | 2 | 0.05% | 0.30% | 0.60% | Q4 2019 | Q3 2023 | 12 |
Curbstone Financial Management Corp | 12 | 12 | 0.09% | 0.13% | 0.16% | Q1 2021 | Q4 2023 | 12 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.15% | 0.48% | Q3 2020 | Q3 2022 | 12 |
MJP ASSOCIATES INC /ADV | 12 | 12 | 0.07% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Accel Wealth Management | 12 | 12 | 0.46% | 0.73% | 0.94% | Q4 2020 | Q3 2023 | 12 |
First Pacific Financial | 12 | 12 | 0.29% | 0.41% | 0.54% | Q4 2020 | Q3 2023 | 12 |
Stelac Advisory Services LLC | 11 | 1 | 0.07% | 0.58% | 1.40% | Q3 2019 | Q4 2022 | 12 |
MISSION WEALTH MANAGEMENT, LP | 12 | 12 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
GATEWAY INVESTMENT ADVISERS LLC | 12 | 12 | 0.01% | 0.04% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Sandbox Financial Partners, LLC | 12 | 12 | 0.35% | 0.86% | 1.20% | Q4 2020 | Q3 2023 | 12 |
Miracle Mile Advisors, LLC | 11 | 1 | 0.01% | 0.05% | 0.11% | Q3 2020 | Q3 2023 | 12 |
Galvin, Gaustad & Stein, LLC | 12 | 12 | 0.06% | 0.11% | 0.16% | Q4 2020 | Q3 2023 | 12 |
RWA WEALTH PARTNERS, LLC | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.06% | 0.10% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Qtron Investments LLC | 12 | 12 | 0.08% | 0.20% | 0.31% | Q4 2020 | Q3 2023 | 12 |
TEALWOOD ASSET MANAGEMENT INC | 10 | 2 | 0.80% | 1.35% | 1.93% | Q4 2020 | Q4 2023 | 12 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 12 | 12 | 1.31% | 2.32% | 4.03% | Q3 2019 | Q2 2022 | 12 |
Baldrige Asset Management LLC | 12 | 12 | 0.45% | 0.99% | 1.42% | Q2 2020 | Q1 2023 | 12 |
Axiom Investment Management LLC | 12 | 12 | 0.61% | 1.12% | 1.95% | Q1 2020 | Q4 2022 | 12 |
Alpha Cubed Investments, LLC | 10 | 1 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 12 |
American National Registered Investment Advisor, Inc. | 12 | 12 | 0.22% | 0.29% | 0.40% | Q2 2019 | Q1 2022 | 12 |
BRAUN STACEY ASSOCIATES INC | 12 | 12 | 0.90% | 1.15% | 1.48% | Q4 2019 | Q3 2022 | 12 |
Brown Miller Wealth Management, LLC | 12 | 12 | 0.17% | 0.26% | 0.46% | Q4 2020 | Q3 2023 | 12 |
IPG Investment Advisors LLC | 8 | 2 | 0.05% | 0.10% | 0.20% | Q3 2019 | Q3 2023 | 12 |
Palumbo Wealth Management LLC | 12 | 12 | 0.20% | 0.57% | 0.82% | Q4 2020 | Q3 2023 | 12 |
ACT WEALTH MANAGEMENT, LLC | 12 | 12 | 0.13% | 0.18% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Connor, Clark & Lunn Investment Management Ltd. | 6 | 1 | 0.00% | 0.05% | 0.14% | Q4 2019 | Q3 2023 | 12 |
TECTONIC ADVISORS LLC | 12 | 12 | 0.08% | 0.14% | 0.19% | Q4 2020 | Q3 2023 | 12 |
EVOKE WEALTH, LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Illinois Municipal Retirement Fund | 12 | 12 | 0.10% | 0.19% | 0.26% | Q2 2020 | Q1 2023 | 12 |
GOODWIN DANIEL L | 10 | 2 | 0.12% | 0.27% | 0.45% | Q3 2019 | Q3 2023 | 12 |
GVO Asset Management Ltd | 11 | 11 | 11.41% | 46.77% | 100.00% | Q3 2019 | Q1 2022 | 11 |
BRYN MAWR TRUST Co | 10 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 11 |
CHOREO, LLC | 10 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 11 |
St. Johns Investment Management Company, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2022 | 11 |
Sowell Financial Services LLC | 7 | 4 | 0.03% | 0.06% | 0.09% | Q3 2019 | Q3 2023 | 11 |
Wealth Alliance | 11 | 11 | 0.05% | 0.08% | 0.13% | Q1 2021 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.02% | 0.11% | 0.16% | Q1 2021 | Q3 2023 | 11 |
O'Dell Group, LLC | 10 | 1 | 0.08% | 0.10% | 0.16% | Q4 2020 | Q3 2023 | 11 |
Barrett Asset Management, LLC | 11 | 11 | 0.03% | 0.06% | 0.10% | Q3 2019 | Q1 2022 | 11 |
Sovereign Financial Group, Inc. | 11 | 11 | 0.12% | 0.15% | 0.19% | Q1 2021 | Q3 2023 | 11 |
Wagner Wealth Management, LLC | 11 | 11 | 0.13% | 0.23% | 0.53% | Q1 2021 | Q3 2023 | 11 |
EAGLE GLOBAL ADVISORS LLC | 11 | 11 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Carroll Financial Associates, Inc. | 11 | 11 | 0.05% | 0.07% | 0.10% | Q2 2019 | Q4 2021 | 11 |
SEGALL BRYANT & HAMILL, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2022 | 11 |
Bradley Mark J. | 11 | 11 | 0.42% | 1.65% | 2.16% | Q4 2020 | Q2 2023 | 11 |
FIL Ltd | 11 | 11 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q4 2022 | 11 |
MCDONALD PARTNERS LLC | 7 | 4 | 0.14% | 0.24% | 0.47% | Q4 2020 | Q3 2023 | 11 |
SIGNET FINANCIAL MANAGEMENT, LLC | 11 | 11 | 0.04% | 0.08% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Vectors Research Management, LLC | 10 | 1 | 0.02% | 0.06% | 0.10% | Q3 2019 | Q2 2022 | 11 |
Werlinich Asset Management, LLC | 11 | 11 | 2.69% | 3.40% | 3.99% | Q1 2021 | Q3 2023 | 11 |
NISA INVESTMENT ADVISORS, LLC | 10 | 1 | 0.01% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 11 |
CreativeOne Wealth, LLC | 11 | 11 | 0.03% | 0.08% | 0.15% | Q4 2020 | Q2 2023 | 11 |
HBC Financial Services, PLLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
BW Gestao de Investimentos Ltda. | 11 | 11 | 0.94% | 2.23% | 3.76% | Q1 2021 | Q3 2023 | 11 |
V Wealth Advisors LLC | 11 | 11 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q2 2023 | 11 |
Covey Capital Advisors, LLC | 11 | 11 | 0.25% | 0.46% | 0.60% | Q1 2021 | Q3 2023 | 11 |
Sierra Capital LLC | 11 | 11 | 0.48% | 0.60% | 0.77% | Q1 2021 | Q3 2023 | 11 |
Maryland Capital Management | 11 | 11 | 0.05% | 0.07% | 0.10% | Q1 2020 | Q3 2022 | 11 |
Concord Wealth Partners | 7 | 4 | 0.01% | 0.03% | 0.10% | Q4 2020 | Q3 2023 | 11 |
Colonial River Wealth Management, LLC | 8 | 3 | 0.23% | 0.44% | 0.55% | Q4 2020 | Q3 2023 | 11 |
Caption Management, LLC | 2 | 1 | 0.02% | 0.10% | 0.40% | Q3 2019 | Q3 2023 | 11 |
Prentice Wealth Management LLC | 11 | 11 | 0.18% | 0.27% | 0.42% | Q1 2021 | Q3 2023 | 11 |
COMMUNITY TRUST & INVESTMENT CO | 11 | 11 | 0.04% | 0.19% | 0.26% | Q1 2021 | Q3 2023 | 11 |
Keel Point, LLC | 11 | 11 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 11 |
ADVISOR PARTNERS LLC | 11 | 11 | 0.02% | 0.04% | 0.05% | Q4 2019 | Q2 2022 | 11 |
REGENTATLANTIC CAPITAL LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2022 | 11 |
MEEDER ASSET MANAGEMENT INC | 9 | 1 | 0.00% | 0.06% | 0.55% | Q3 2019 | Q3 2022 | 11 |
LMR Partners LLP | 4 | 1 | 0.16% | 0.42% | 0.95% | Q3 2019 | Q2 2023 | 11 |
APPLETON PARTNERS INC/MA | 11 | 11 | 0.03% | 0.24% | 0.90% | Q2 2021 | Q4 2023 | 11 |
TBH Global Asset Management, LLC | 11 | 11 | 0.07% | 0.14% | 0.23% | Q1 2021 | Q3 2023 | 11 |
KINGS POINT CAPITAL MANAGEMENT | 11 | 11 | 0.01% | 0.75% | 1.82% | Q3 2019 | Q1 2022 | 11 |
Magellan Asset Management Ltd | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Alaethes Wealth LLC | 11 | 11 | 1.00% | 1.42% | 1.88% | Q1 2021 | Q3 2023 | 11 |
Howard Capital Management Group, LLC | 11 | 11 | 2.66% | 3.18% | 3.70% | Q1 2021 | Q3 2023 | 11 |
Altium Wealth Management LLC | 9 | 2 | 0.03% | 0.03% | 0.04% | Q3 2019 | Q2 2022 | 11 |
Tredje AP-fonden | 9 | 2 | 0.03% | 0.11% | 0.21% | Q4 2019 | Q3 2023 | 11 |
Barnett & Company, Inc. | 11 | 11 | 0.14% | 0.34% | 0.94% | Q3 2019 | Q1 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.10% | 0.14% | 0.22% | Q1 2021 | Q3 2023 | 11 |
ASSETMARK, INC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 11 |
Spectrum Management Group, LLC | 11 | 11 | 0.02% | 0.90% | 1.61% | Q4 2019 | Q2 2022 | 11 |
Bradley & Co. Private Wealth Management, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Clarius Group, LLC | 11 | 11 | 0.06% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 11 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 11 | 11 | 0.05% | 0.17% | 0.28% | Q1 2021 | Q3 2023 | 11 |
Tidal Investments LLC | 11 | 11 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Onyx Bridge Wealth Group LLC | 11 | 11 | 0.08% | 0.13% | 0.17% | Q1 2021 | Q3 2023 | 11 |
RIDGECREST WEALTH PARTNERS, LLC | 11 | 11 | 0.16% | 0.21% | 0.26% | Q1 2021 | Q3 2023 | 11 |
AMERICAN CENTURY COMPANIES INC | 10 | 1 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 11 |
StrategIQ Financial Group, LLC | 10 | 1 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 11 |
Gotham Asset Management, LLC | 7 | 1 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 11 |
American Research & Management Co. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2022 | 11 |
Accuvest Global Advisors | 10 | 1 | 0.03% | 2.70% | 4.88% | Q1 2020 | Q3 2023 | 11 |
Centric Wealth Management | 11 | 11 | 0.15% | 0.23% | 0.28% | Q3 2019 | Q1 2022 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q2 2023 | 11 |
Magnus Financial Group LLC | 11 | 11 | 0.05% | 0.13% | 0.21% | Q1 2021 | Q3 2023 | 11 |
Sugarloaf Wealth Management, LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
XML Financial, LLC | 9 | 1 | 0.05% | 0.12% | 0.24% | Q4 2019 | Q3 2023 | 11 |
Simplicity Solutions, LLC | 8 | 3 | 0.01% | 0.07% | 0.15% | Q2 2020 | Q3 2023 | 11 |
Executive Wealth Management, LLC | 10 | 1 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 11 |
Marcum Wealth, LLC | 11 | 11 | 0.12% | 0.18% | 0.23% | Q1 2021 | Q3 2023 | 11 |
Security National Bank | 11 | 11 | 0.18% | 1.25% | 1.81% | Q1 2021 | Q3 2023 | 11 |
Tradewinds Capital Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2022 | 11 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 11 |
Intersect Capital LLC | 11 | 11 | 0.10% | 0.14% | 0.23% | Q3 2019 | Q1 2022 | 11 |
CAZ INVESTMENTS LP | 7 | 4 | 0.43% | 1.45% | 2.69% | Q2 2019 | Q3 2023 | 11 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 11 | 11 | 0.05% | 0.09% | 0.18% | Q1 2021 | Q3 2023 | 11 |
HOHIMER WEALTH MANAGEMENT, LLC | 11 | 11 | 0.06% | 0.39% | 1.12% | Q4 2019 | Q2 2022 | 11 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q2 2022 | 10 |
First Dallas Securities Inc. | 9 | 1 | 0.16% | 0.67% | 1.44% | Q4 2019 | Q2 2023 | 10 |
Cypress Capital Management LLC (WY) | 10 | 10 | 0.03% | 0.04% | 0.08% | Q4 2019 | Q1 2022 | 10 |
Windsor Wealth Management, Inc. | 10 | 10 | 0.07% | 0.12% | 0.23% | Q4 2019 | Q1 2022 | 10 |
Journey Advisory Group, LLC | 10 | 10 | 0.04% | 0.09% | 0.13% | Q4 2020 | Q1 2023 | 10 |
FIRST NATIONAL TRUST CO | 10 | 10 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
NewEdge Wealth, LLC | 10 | 10 | 0.02% | 2.04% | 2.92% | Q2 2021 | Q3 2023 | 10 |
Utah Retirement Systems | 10 | 10 | 0.04% | 0.17% | 0.21% | Q2 2021 | Q3 2023 | 10 |
Clearwater Capital Advisors, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 10 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 7 | 1 | 0.03% | 0.08% | 0.16% | Q2 2020 | Q3 2023 | 10 |
Frontier Wealth Management LLC | 10 | 10 | 0.02% | 0.05% | 0.10% | Q1 2020 | Q2 2022 | 10 |
Eudaimonia Partners, LLC | 8 | 2 | 0.01% | 0.04% | 0.06% | Q4 2019 | Q2 2022 | 10 |
Brinker Capital Investments, LLC | 10 | 10 | 0.03% | 0.08% | 0.13% | Q3 2020 | Q4 2022 | 10 |
UMB Bank, n.a. | 10 | 10 | 0.02% | 0.17% | 0.38% | Q2 2021 | Q3 2023 | 10 |
NFJ INVESTMENT GROUP, LLC | 10 | 10 | 0.15% | 0.20% | 0.25% | Q1 2021 | Q2 2023 | 10 |
Summit X, LLC | 10 | 10 | 0.04% | 0.20% | 0.28% | Q3 2020 | Q4 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 10 |
United Bank | 10 | 10 | 0.36% | 0.50% | 0.63% | Q2 2021 | Q3 2023 | 10 |
Golden State Wealth Management, LLC | 9 | 1 | 0.76% | 1.28% | 1.66% | Q3 2019 | Q1 2022 | 10 |
Eagle Bay Advisors LLC | 10 | 10 | 0.00% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Maryland State Retirement & Pension System | 10 | 10 | 0.11% | 0.17% | 0.38% | Q2 2021 | Q3 2023 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.00% | 0.28% | 0.40% | Q1 2021 | Q2 2023 | 10 |
First Bank & Trust | 10 | 10 | 0.03% | 0.05% | 0.07% | Q1 2020 | Q2 2022 | 10 |
WEST PACES ADVISORS INC. | 10 | 10 | 0.00% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Vestcor Inc | 10 | 10 | 0.04% | 0.06% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Cowen Prime Advisors LLC | 9 | 1 | 0.12% | 0.18% | 0.22% | Q2 2020 | Q2 2023 | 10 |
Johnson Financial Group, Inc. | 9 | 1 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 10 |
Bremer Bank National Association | 10 | 10 | 0.39% | 0.74% | 1.06% | Q2 2021 | Q3 2023 | 10 |
Blueshift Asset Management, LLC | 5 | 1 | 0.02% | 0.38% | 1.08% | Q3 2019 | Q2 2023 | 10 |
Cypress Wealth Services, LLC | 10 | 10 | 0.08% | 0.11% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Minot Wealth Management LLC | 9 | 1 | 0.06% | 0.09% | 0.14% | Q4 2019 | Q2 2022 | 10 |
AMALGAMATED BANK | 10 | 10 | 0.04% | 0.07% | 0.17% | Q2 2021 | Q3 2023 | 10 |
Crossmark Global Holdings, Inc. | 10 | 10 | 0.01% | 0.02% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Diversified Portfolios, Inc. | 10 | 10 | 0.07% | 0.10% | 0.15% | Q2 2021 | Q3 2023 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 10 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 10 | 10 | 0.02% | 0.06% | 0.13% | Q2 2021 | Q3 2023 | 10 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 9 | 9 | 0.00% | 0.14% | 0.21% | Q3 2019 | Q3 2021 | 10 |
CULLINAN ASSOCIATES INC | 7 | 3 | 0.02% | 0.06% | 0.15% | Q1 2021 | Q3 2023 | 10 |
Camelot Portfolios, LLC | 6 | 4 | 0.09% | 0.21% | 0.37% | Q3 2019 | Q1 2022 | 10 |
Rappaport Reiches Capital Management, LLC | 10 | 10 | 0.11% | 0.24% | 0.39% | Q2 2021 | Q3 2023 | 10 |
People's United Financial, Inc. | 8 | 2 | 0.01% | 0.02% | 0.06% | Q3 2019 | Q1 2022 | 10 |
Harbour Capital Advisors, LLC | 4 | 2 | 0.06% | 0.10% | 0.17% | Q3 2019 | Q4 2023 | 10 |
BLUESTEIN R H & CO LLC | 10 | 10 | 0.03% | 0.54% | 1.70% | Q2 2020 | Q3 2022 | 10 |
Banco Santander, S.A. | 10 | 10 | 0.10% | 0.15% | 0.19% | Q3 2020 | Q4 2022 | 10 |
Laurel Wealth Advisors LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 10 |
Baron Financial Group, LLC | 9 | 1 | 0.11% | 0.16% | 0.20% | Q3 2020 | Q1 2023 | 10 |
Mercer Capital Advisers, Inc. | 10 | 10 | 0.17% | 0.23% | 0.37% | Q2 2019 | Q3 2021 | 10 |
Cornerstone Advisory, LLC | 10 | 10 | 0.04% | 0.07% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Marshall Financial Group LLC | 10 | 10 | 0.10% | 0.14% | 0.25% | Q2 2021 | Q3 2023 | 10 |
Laird Norton Wetherby Wealth Management, LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
NICOLET BANKSHARES INC | 10 | 10 | 0.09% | 0.15% | 0.28% | Q2 2021 | Q3 2023 | 10 |
FIRST MIDWEST BANK TRUST DIVISION | 10 | 10 | 0.10% | 0.13% | 0.19% | Q3 2019 | Q4 2021 | 10 |
CHICAGO TRUST Co NA | 10 | 10 | 0.05% | 0.12% | 0.21% | Q2 2021 | Q3 2023 | 10 |
Employees Retirement System of Texas | 6 | 4 | 0.01% | 0.11% | 0.22% | Q1 2020 | Q4 2022 | 10 |
Bragg Financial Advisors, Inc | 10 | 10 | 0.02% | 0.13% | 0.31% | Q2 2021 | Q3 2023 | 10 |
MARSHALL WACE, LLP | 5 | 1 | 0.00% | 0.03% | 0.13% | Q1 2020 | Q2 2023 | 10 |
NEXT Financial Group, Inc | 10 | 10 | 0.04% | 0.05% | 0.07% | Q3 2019 | Q4 2021 | 10 |
CITIZENS & NORTHERN CORP | 10 | 10 | 0.36% | 0.49% | 0.69% | Q2 2021 | Q3 2023 | 10 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
CIGNA INVESTMENTS INC /NEW | 10 | 10 | 0.04% | 0.11% | 0.19% | Q2 2021 | Q3 2023 | 10 |
Mascoma Wealth Management LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
AMERICAN NATIONAL BANK | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Quantbot Technologies LP | 7 | 1 | 0.01% | 0.22% | 0.54% | Q3 2020 | Q2 2023 | 10 |
IMC-Chicago, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2022 | 10 |
Ellevest, Inc. | 9 | 1 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 10 |
Jeereddi Investments, LP | 10 | 10 | 2.67% | 3.42% | 4.70% | Q4 2019 | Q1 2022 | 10 |
Wealthfront Advisers LLC | 10 | 10 | 0.00% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Harvest Fund Management Co., Ltd | 10 | 10 | 0.00% | 0.11% | 0.24% | Q2 2021 | Q3 2023 | 10 |
KIDS CAPITAL MANAGEMENT, L.P. | 5 | 5 | 12.09% | 18.33% | 23.34% | Q4 2021 | Q4 2022 | 10 |
LBMC INVESTMENT ADVISORS, LLC | 10 | 10 | 0.07% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Clean Yield Group | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Perennial Investment Advisors, LLC | 10 | 10 | 0.05% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 10 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 10 | 10 | 0.05% | 0.08% | 0.12% | Q2 2021 | Q3 2023 | 10 |
MidWestOne Financial Group, Inc. | 10 | 10 | 0.05% | 0.11% | 0.20% | Q2 2021 | Q3 2023 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.04% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Procyon Advisors, LLC | 5 | 2 | 0.05% | 0.08% | 0.12% | Q4 2019 | Q3 2023 | 10 |
UNITED BANK | 10 | 10 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q1 2023 | 10 |
TWO SIGMA ADVISERS, LP | 9 | 1 | 0.00% | 0.06% | 0.19% | Q3 2020 | Q2 2023 | 10 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Treasurer of the State of North Carolina | 10 | 10 | 0.14% | 0.18% | 0.21% | Q2 2021 | Q3 2023 | 10 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 10 | 10 | 0.04% | 0.10% | 0.13% | Q2 2021 | Q3 2023 | 10 |
AVIVA PLC | 9 | 1 | 0.00% | 0.06% | 0.11% | Q1 2021 | Q3 2023 | 10 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 10 | 10 | 0.00% | 0.14% | 0.37% | Q2 2021 | Q3 2023 | 10 |
Kozak & Associates, Inc. | 9 | 1 | 0.19% | 0.32% | 0.51% | Q4 2020 | Q3 2023 | 10 |
Pallas Capital Advisors LLC | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Shoker Investment Counsel, Inc. | 6 | 4 | 0.12% | 0.17% | 0.25% | Q3 2019 | Q1 2022 | 10 |
Anfield Capital Management, LLC | 10 | 10 | 1.15% | 1.55% | 2.06% | Q4 2019 | Q1 2022 | 10 |
AIA Group Ltd | 10 | 10 | 0.02% | 0.08% | 0.16% | Q2 2021 | Q3 2023 | 10 |
Vanguard Personalized Indexing Management, LLC | 10 | 10 | 0.10% | 0.12% | 0.15% | Q2 2021 | Q3 2023 | 10 |
Sequoia Financial Advisors, LLC | 8 | 2 | 0.01% | 0.18% | 0.58% | Q1 2021 | Q3 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.05% | 0.08% | 0.11% | Q2 2021 | Q3 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.04% | 0.12% | 0.17% | Q2 2021 | Q3 2023 | 10 |
Archford Capital Strategies, LLC | 7 | 1 | 0.05% | 0.08% | 0.20% | Q3 2019 | Q2 2022 | 10 |
Graves Light Lenhart Wealth, Inc. | 7 | 3 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q2 2022 | 10 |
Renasant Bank | 7 | 3 | 0.17% | 0.21% | 0.26% | Q1 2021 | Q3 2023 | 10 |
QCI ASSET MANAGEMENT INC/NY | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2021 | 10 |
Smith Anglin Financial, LLC | 8 | 2 | 0.02% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 10 |
CVA Family Office, LLC | 8 | 2 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q1 2023 | 10 |
Norway Savings Bank | 10 | 10 | 0.14% | 0.38% | 0.62% | Q2 2021 | Q3 2023 | 10 |
XPONANCE, INC. | 10 | 10 | 0.11% | 0.15% | 0.23% | Q2 2021 | Q3 2023 | 10 |
Soltis Investment Advisors LLC | 10 | 10 | 0.04% | 0.15% | 0.49% | Q2 2021 | Q3 2023 | 10 |
Hilltop Holdings Inc. | 5 | 2 | 0.02% | 0.05% | 0.10% | Q3 2019 | Q3 2023 | 10 |
Berman Capital Advisors, LLC | 10 | 10 | 0.19% | 0.23% | 0.27% | Q2 2019 | Q3 2021 | 10 |
Amundi | 10 | 10 | 0.04% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 10 |
PDT Partners, LLC | 10 | 10 | 0.22% | 0.42% | 0.53% | Q2 2020 | Q3 2022 | 10 |
SIGMA INVESTMENT COUNSELORS INC | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 10 |
CALTON & ASSOCIATES, INC. | 10 | 10 | 0.06% | 0.11% | 0.16% | Q3 2019 | Q4 2021 | 10 |
EXCALIBUR MANAGEMENT CORP | 9 | 9 | 0.27% | 0.31% | 0.40% | Q3 2021 | Q3 2023 | 9 |
GIRARD PARTNERS LTD. | 5 | 1 | 0.03% | 0.12% | 0.27% | Q2 2019 | Q3 2023 | 9 |
Summit Financial, LLC | 9 | 9 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Artemis Investment Management LLP | 4 | 2 | 0.23% | 0.63% | 1.59% | Q4 2019 | Q3 2023 | 9 |
McElhenny Sheffield Capital Management, LLC | 9 | 9 | 0.29% | 0.40% | 0.54% | Q3 2021 | Q3 2023 | 9 |
HENNESSY ADVISORS INC | 9 | 9 | 0.04% | 0.14% | 0.19% | Q1 2020 | Q1 2022 | 9 |
MARK ASSET MANAGEMENT LP | 7 | 2 | 0.10% | 1.23% | 1.98% | Q4 2019 | Q3 2023 | 9 |
GYL FINANCIAL SYNERGIES, LLC | 8 | 1 | 0.02% | 0.20% | 0.34% | Q1 2021 | Q3 2023 | 9 |
Hayden Royal, LLC | 9 | 9 | 0.12% | 0.72% | 4.53% | Q4 2019 | Q4 2021 | 9 |
Stratos Investment Management, LLC | 9 | 9 | 0.05% | 0.06% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Vigilare Wealth Management | 9 | 9 | 0.20% | 0.25% | 0.37% | Q2 2020 | Q2 2022 | 9 |
LAKE STREET ADVISORS GROUP, LLC | 9 | 9 | 0.17% | 0.24% | 0.37% | Q3 2021 | Q3 2023 | 9 |
REILLY FINANCIAL ADVISORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2021 | 9 |
WHALEROCK POINT PARTNERS, LLC | 5 | 1 | 0.08% | 0.10% | 0.12% | Q4 2019 | Q3 2023 | 9 |
TRUST CO OF VIRGINIA /VA | 9 | 9 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q1 2023 | 9 |
Wills Financial Group, Inc. | 9 | 9 | 0.12% | 1.27% | 2.23% | Q4 2019 | Q4 2021 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.09% | 0.12% | 0.15% | Q3 2021 | Q3 2023 | 9 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.01% | 0.03% | 0.09% | Q3 2019 | Q1 2022 | 9 |
W.G. Shaheen & Associates DBA Whitney & Co | 6 | 3 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 9 |
FARMERS & MERCHANTS INVESTMENTS INC | 9 | 9 | 0.01% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Siemens Fonds Invest GmbH | 9 | 9 | 0.02% | 0.08% | 0.16% | Q3 2021 | Q3 2023 | 9 |
Virtue Capital Management, LLC | 9 | 9 | 0.04% | 0.10% | 0.26% | Q3 2021 | Q3 2023 | 9 |
HERITAGE INVESTORS MANAGEMENT CORP | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Interval Partners, LP | 3 | 1 | 0.06% | 0.14% | 0.21% | Q3 2019 | Q3 2023 | 9 |
Israel Discount Bank of New York | 9 | 9 | 0.39% | 0.42% | 0.46% | Q3 2021 | Q3 2023 | 9 |
ROYAL LONDON ASSET MANAGEMENT LTD | 9 | 9 | 0.08% | 0.10% | 0.12% | Q3 2021 | Q3 2023 | 9 |
Apexium Financial, LP | 9 | 9 | 0.06% | 0.27% | 0.55% | Q3 2021 | Q3 2023 | 9 |
Intrua Financial, LLC | 9 | 9 | 0.10% | 0.27% | 0.83% | Q2 2020 | Q2 2022 | 9 |
ExodusPoint Capital Management, LP | 8 | 1 | 0.04% | 0.32% | 1.12% | Q1 2021 | Q2 2023 | 9 |
Hills Bank & Trust Co | 9 | 9 | 0.02% | 0.10% | 0.19% | Q3 2021 | Q3 2023 | 9 |
Bramshill Investments, LLC | 5 | 1 | 0.00% | 0.13% | 0.36% | Q2 2019 | Q2 2022 | 9 |
WESBANCO BANK INC | 5 | 4 | 0.01% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 9 |
MAVERICK CAPITAL LTD | 5 | 1 | 0.01% | 0.88% | 2.72% | Q1 2020 | Q3 2023 | 9 |
BerganKDV Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
Granite Investment Advisors, LLC | 9 | 9 | 0.10% | 0.51% | 0.67% | Q3 2019 | Q3 2021 | 9 |
HRT FINANCIAL LP | 6 | 1 | 0.06% | 0.36% | 1.22% | Q3 2020 | Q2 2023 | 9 |
FAIRFIELD, BUSH & CO. | 9 | 9 | 0.10% | 0.24% | 0.44% | Q3 2021 | Q3 2023 | 9 |
FIRST MERCHANTS CORP | 7 | 2 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q4 2021 | 9 |
LSP Investment Advisors, LLC | 9 | 9 | 0.16% | 0.22% | 0.28% | Q3 2021 | Q3 2023 | 9 |
Curi Wealth Management, LLC | 8 | 1 | 0.00% | 0.04% | 0.08% | Q4 2020 | Q3 2023 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 0.07% | 0.09% | 0.14% | Q4 2019 | Q3 2023 | 9 |
LIBERTY WEALTH MANAGEMENT LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2021 | 9 |
STOCK YARDS BANK & TRUST CO | 9 | 9 | 0.01% | 0.03% | 0.10% | Q3 2021 | Q3 2023 | 9 |
BANQUE PICTET & CIE SA | 9 | 9 | 0.00% | 0.04% | 0.10% | Q3 2021 | Q3 2023 | 9 |
Clear Harbor Asset Management, LLC | 9 | 9 | 0.01% | 0.18% | 0.47% | Q3 2021 | Q3 2023 | 9 |
Purus Wealth Management, LLC | 9 | 9 | 0.16% | 0.41% | 0.60% | Q3 2021 | Q3 2023 | 9 |
Accurate Wealth Management, LLC | 5 | 4 | 0.13% | 0.18% | 0.27% | Q2 2021 | Q3 2023 | 9 |
DOWLING & YAHNKE LLC | 6 | 1 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2022 | 9 |
PATTEN & PATTEN INC/TN | 8 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 9 |
PRUDENTIAL PLC | 8 | 1 | 0.00% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 9 |
Certified Advisory Corp | 5 | 1 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 9 |
PICTON MAHONEY ASSET MANAGEMENT | 5 | 4 | 0.23% | 0.57% | 0.98% | Q3 2019 | Q4 2021 | 9 |
Leelyn Smith, LLC | 9 | 9 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q4 2022 | 9 |
Johanson Financial Advisors, Inc. | 9 | 9 | 0.14% | 0.19% | 0.26% | Q4 2019 | Q4 2021 | 9 |
Ameritas Investment Company, LLC | 9 | 9 | 0.05% | 0.08% | 0.13% | Q3 2019 | Q3 2021 | 9 |
FUKOKU MUTUAL LIFE INSURANCE Co | 9 | 9 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Southeast Asset Advisors Inc. | 6 | 3 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 9 |
PFG Private Wealth Management, LLC | 9 | 9 | 0.00% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q4 2021 | 9 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 6 | 6 | 0.02% | 1.45% | 2.36% | Q2 2020 | Q3 2021 | 9 |
SECURITY NATIONAL TRUST CO | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2021 | 9 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 9 | 9 | 0.05% | 0.52% | 1.04% | Q3 2021 | Q3 2023 | 9 |
Blue Fin Capital, Inc. | 9 | 9 | 0.12% | 0.29% | 0.48% | Q3 2021 | Q3 2023 | 9 |
HOEY INVESTMENTS, INC | 9 | 9 | 0.00% | 0.03% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.02% | 0.07% | 0.22% | Q2 2021 | Q3 2023 | 9 |
AMP Capital Investors Ltd | 9 | 9 | 0.03% | 0.09% | 0.15% | Q3 2019 | Q3 2021 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2022 | 9 |
BRIGHTON JONES LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Onex Canada Asset Management Inc. | 9 | 9 | 0.04% | 0.11% | 0.40% | Q1 2021 | Q1 2023 | 9 |
Independence Bank of Kentucky | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
CENTRAL BANK & TRUST CO | 9 | 9 | 0.01% | 0.75% | 1.19% | Q3 2021 | Q3 2023 | 9 |
Pinnacle Wealth Management Advisory Group, LLC | 7 | 2 | 0.02% | 0.10% | 0.26% | Q2 2021 | Q3 2023 | 9 |
Trexquant Investment LP | 4 | 1 | 0.04% | 0.16% | 0.31% | Q1 2020 | Q2 2023 | 9 |
BANK OF NOVA SCOTIA | 9 | 9 | 0.01% | 0.04% | 0.16% | Q3 2021 | Q3 2023 | 9 |
Warther Private Wealth, LLC | 9 | 9 | 0.15% | 1.01% | 1.89% | Q2 2021 | Q2 2023 | 9 |
Homrich & Berg | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2021 | 9 |
EXENCIAL WEALTH ADVISORS, LLC | 9 | 9 | 0.01% | 0.03% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Herold Advisors, Inc. | 9 | 9 | 0.21% | 0.23% | 0.25% | Q3 2021 | Q3 2023 | 9 |
AIGEN INVESTMENT MANAGEMENT, LP | 5 | 1 | 0.00% | 0.21% | 0.50% | Q4 2019 | Q2 2023 | 9 |
Fort Point Capital Partners LLC | 9 | 9 | 0.03% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Avestar Capital, LLC | 9 | 9 | 0.04% | 0.10% | 0.21% | Q1 2020 | Q1 2022 | 9 |
MARVIN & PALMER ASSOCIATES INC | 5 | 1 | 0.79% | 4.30% | 5.19% | Q2 2019 | Q3 2023 | 9 |
BOOTHBAY FUND MANAGEMENT, LLC | 5 | 4 | 0.01% | 0.03% | 0.09% | Q3 2019 | Q4 2021 | 9 |
Csenge Advisory Group | 8 | 1 | 0.02% | 0.07% | 0.12% | Q2 2020 | Q4 2022 | 9 |
Assenagon Asset Management S.A. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
First Trust Direct Indexing L.P. | 9 | 9 | 0.06% | 0.07% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Veracity Capital LLC | 5 | 2 | 0.06% | 0.12% | 0.25% | Q4 2019 | Q3 2023 | 9 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 9 | 9 | 0.12% | 1.15% | 2.26% | Q3 2021 | Q3 2023 | 9 |
P.A.W. CAPITAL CORP | 9 | 9 | 0.46% | 0.54% | 0.76% | Q2 2019 | Q2 2021 | 9 |
REIK & CO., LLC | 6 | 3 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 9 |
AVALON CAPITAL MANAGEMENT | 9 | 9 | 0.19% | 0.29% | 0.46% | Q3 2021 | Q3 2023 | 9 |
SHELL ASSET MANAGEMENT CO | 7 | 2 | 0.01% | 0.01% | 0.05% | Q4 2019 | Q3 2022 | 9 |
Walker Asset Management, LLC | 9 | 9 | 0.44% | 0.61% | 0.81% | Q4 2021 | Q4 2023 | 9 |
Ten Capital Wealth Advisors, LLC | 9 | 9 | 0.00% | 0.05% | 0.10% | Q2 2021 | Q2 2023 | 9 |
San Luis Wealth Advisors LLC | 9 | 9 | 0.15% | 0.25% | 0.36% | Q3 2021 | Q3 2023 | 9 |
MARINO, STRAM & ASSOCIATES LLC | 5 | 3 | 0.06% | 0.11% | 0.31% | Q2 2021 | Q3 2023 | 8 |
Portland Global Advisors LLC | 8 | 8 | 0.04% | 0.13% | 0.24% | Q3 2020 | Q2 2022 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.07% | 0.15% | 0.31% | Q4 2021 | Q3 2023 | 8 |
EMFO, LLC | 8 | 8 | 0.00% | 0.12% | 0.28% | Q4 2021 | Q3 2023 | 8 |
TRUSTCORE FINANCIAL SERVICES, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Burleson & Company, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 8 |
PFG Advisors | 7 | 1 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 8 |
Perfromance Wealth Partners, LLC | 8 | 8 | 0.68% | 1.22% | 1.73% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.03% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.02% | 0.12% | 0.24% | Q4 2021 | Q3 2023 | 8 |
ACCOUNT MANAGEMENT LLC | 8 | 8 | 12.43% | 14.45% | 16.57% | Q4 2021 | Q3 2023 | 8 |
NORGES BANK | 7 | 1 | 0.00% | 0.12% | 0.18% | Q1 2020 | Q4 2022 | 8 |
Guardian Wealth Management, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.04% | 0.10% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Alaska Wealth Advisors | 8 | 8 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 1.50% | 1.69% | 2.00% | Q4 2021 | Q3 2023 | 8 |
Carmel Capital Partners, LLC | 8 | 8 | 0.40% | 0.72% | 1.11% | Q4 2021 | Q3 2023 | 8 |
Next Level Private LLC | 8 | 8 | 0.08% | 1.75% | 2.61% | Q4 2021 | Q3 2023 | 8 |
Naviter Wealth, LLC | 8 | 8 | 0.16% | 0.53% | 1.55% | Q4 2021 | Q3 2023 | 8 |
Essex LLC | 7 | 1 | 0.09% | 0.12% | 0.15% | Q3 2021 | Q3 2023 | 8 |
Strategic Wealth Management Group, LLC | 8 | 8 | 0.24% | 0.30% | 0.34% | Q3 2019 | Q2 2021 | 8 |
Beacon Pointe Advisors, LLC | 5 | 1 | 0.02% | 0.09% | 0.14% | Q2 2021 | Q3 2023 | 8 |
Sonora Investment Management Group, LLC | 8 | 8 | 0.98% | 1.39% | 1.79% | Q4 2021 | Q3 2023 | 8 |
Kathleen S. Wright Associates Inc. | 8 | 8 | 0.08% | 0.11% | 0.15% | Q4 2021 | Q3 2023 | 8 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 8 | 8 | 0.02% | 0.33% | 0.85% | Q4 2021 | Q3 2023 | 8 |
White Knight Strategic Wealth Advisors, LLC | 8 | 8 | 1.60% | 1.89% | 2.44% | Q4 2021 | Q3 2023 | 8 |
CULBERTSON A N & CO INC | 8 | 8 | 0.06% | 0.16% | 0.20% | Q2 2021 | Q1 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.03% | 0.08% | 0.15% | Q4 2021 | Q3 2023 | 8 |
CenterBook Partners LP | 8 | 8 | 0.15% | 0.80% | 1.39% | Q4 2021 | Q3 2023 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.14% | 0.16% | 0.21% | Q4 2021 | Q3 2023 | 8 |
CAPITAL ONE FINANCIAL CORP | 8 | 8 | 0.05% | 0.06% | 0.08% | Q1 2020 | Q4 2021 | 8 |
Pratt Collard Advisory Partners LLC | 8 | 8 | 0.84% | 1.09% | 1.45% | Q3 2019 | Q2 2021 | 8 |
Evolution Wealth Advisors, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2021 | 8 |
Waterfront Wealth Inc. | 8 | 8 | 0.32% | 0.40% | 0.57% | Q4 2021 | Q3 2023 | 8 |
Royal Capital Wealth Management, LLC | 8 | 8 | 1.51% | 1.89% | 2.40% | Q4 2021 | Q3 2023 | 8 |
APOGEM CAPITAL LLC | 8 | 8 | 0.17% | 0.26% | 0.34% | Q4 2020 | Q3 2022 | 8 |
REGATTA CAPITAL GROUP, LLC | 8 | 8 | 0.12% | 0.16% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Coe Capital Management, LLC | 8 | 8 | 0.91% | 1.18% | 1.39% | Q3 2019 | Q2 2021 | 8 |
WEST BANCORPORATION INC | 8 | 8 | 0.01% | 0.27% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Morton Capital Management LLC/CA | 8 | 8 | 0.15% | 0.19% | 0.26% | Q4 2021 | Q3 2023 | 8 |
WULFF, HANSEN & CO. | 8 | 8 | 6.54% | 7.63% | 8.88% | Q4 2021 | Q3 2023 | 8 |
M Holdings Securities, Inc. | 5 | 1 | 0.09% | 0.11% | 0.15% | Q1 2020 | Q1 2023 | 8 |
SlateStone Wealth, LLC | 8 | 8 | 0.06% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Cowen Prime Services LLC | 8 | 8 | 0.16% | 0.18% | 0.19% | Q3 2019 | Q2 2021 | 8 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.08% | 1.04% | 1.48% | Q4 2021 | Q3 2023 | 8 |
WFA Asset Management Corp | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Enlightenment Research, LLC | 5 | 1 | 0.25% | 1.29% | 4.84% | Q3 2019 | Q3 2022 | 8 |
U S GLOBAL INVESTORS INC | 8 | 8 | 0.00% | 0.04% | 0.08% | Q2 2020 | Q1 2022 | 8 |
Citizens National Bank Trust Department | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
AXA S.A. | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 8 |
Bienville Capital Management, LLC | 8 | 8 | 0.09% | 0.33% | 0.94% | Q4 2021 | Q3 2023 | 8 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 8 |
Investmark Advisory Group LLC | 8 | 8 | 0.16% | 0.22% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.01% | 0.07% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Cullen Capital Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 8 |
Revolve Wealth Partners, LLC | 8 | 8 | 0.10% | 0.14% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Azimuth Capital Management LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q1 2022 | 8 |
DT Investment Partners, LLC | 5 | 3 | 0.08% | 0.24% | 0.69% | Q3 2019 | Q1 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
TCTC Holdings, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Aptus Capital Advisors, LLC | 3 | 1 | 0.02% | 0.12% | 0.20% | Q3 2019 | Q3 2023 | 8 |
Cross Staff Investments Inc | 8 | 8 | 3.38% | 4.17% | 5.09% | Q4 2021 | Q3 2023 | 8 |
Pearl River Capital, LLC | 4 | 1 | 0.10% | 0.42% | 1.26% | Q4 2019 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.02% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Bayesian Capital Management, LP | 4 | 1 | 0.07% | 0.27% | 0.72% | Q1 2020 | Q2 2023 | 8 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 6 | 2 | 0.01% | 0.39% | 0.72% | Q4 2020 | Q4 2022 | 8 |
Wealth Management Solutions, LLC | 8 | 8 | 0.17% | 0.26% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Alan B Lancz & Associates, Inc. | 8 | 8 | 0.50% | 0.61% | 0.72% | Q4 2021 | Q3 2023 | 8 |
EARNEST PARTNERS LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Tacita Capital Inc | 8 | 8 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q1 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.04% | 0.22% | 0.37% | Q4 2021 | Q3 2023 | 8 |
WESTWOOD MANAGEMENT CORP /IL/ | 8 | 8 | 0.02% | 1.42% | 2.52% | Q4 2020 | Q3 2022 | 8 |
USCA RIA LLC | 8 | 8 | 0.07% | 0.11% | 0.14% | Q3 2019 | Q2 2021 | 8 |
SECURITY ASSET MANAGEMENT | 8 | 8 | 0.24% | 0.68% | 1.30% | Q2 2021 | Q1 2023 | 8 |
RB Capital Management, LLC | 8 | 8 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 8 |
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 8 | 8 | 6.80% | 11.39% | 15.20% | Q4 2021 | Q3 2023 | 8 |
Virtu Financial LLC | 5 | 1 | 0.04% | 0.20% | 0.47% | Q3 2019 | Q2 2022 | 8 |
Arrow Capital Management, LLC | 8 | 8 | 5.12% | 14.92% | 19.35% | Q4 2020 | Q3 2022 | 8 |
Wambolt & Associates, LLC | 8 | 8 | 0.14% | 0.31% | 0.52% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.06% | 0.20% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Lake Point Wealth Management | 3 | 1 | 0.04% | 0.09% | 0.14% | Q1 2019 | Q2 2022 | 8 |
PineBridge Investments, L.P. | 8 | 8 | 0.00% | 0.03% | 0.07% | Q3 2021 | Q2 2023 | 8 |
RWQ Financial Management Services, Inc. | 8 | 8 | 1.16% | 2.28% | 3.43% | Q4 2021 | Q3 2023 | 8 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 8 | 8 | 0.14% | 0.21% | 0.40% | Q3 2019 | Q2 2021 | 8 |
Coastline Trust Co | 8 | 8 | 0.02% | 0.18% | 0.31% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.08% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q2 2023 | 8 |
Red Cedar Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
AXIOM INVESTORS LLC /DE | 8 | 8 | 1.07% | 1.50% | 2.38% | Q4 2021 | Q3 2023 | 8 |
TruWealth Advisors, LLC | 8 | 8 | 0.36% | 0.49% | 0.68% | Q4 2021 | Q3 2023 | 8 |
DB Wealth Management Group, LLC | 7 | 1 | 0.02% | 0.19% | 0.28% | Q1 2021 | Q3 2023 | 8 |
Meiji Yasuda Life Insurance Co | 7 | 1 | 0.01% | 0.03% | 0.10% | Q4 2019 | Q2 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.04% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Doyle Wealth Management | 6 | 2 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q3 2022 | 8 |
SOUTHPORT MANAGEMENT, L.L.C. | 8 | 8 | 2.63% | 4.16% | 5.91% | Q3 2019 | Q2 2021 | 8 |
Beaumont Financial Partners, LLC | 8 | 8 | 0.02% | 0.05% | 0.08% | Q4 2020 | Q3 2022 | 8 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 0.33% | 0.55% | 1.03% | Q4 2021 | Q3 2023 | 8 |
Sweet Financial Partners, LLC | 8 | 8 | 0.09% | 0.15% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Rainsberger Wealth Advisors, Inc. | 8 | 8 | 0.35% | 0.53% | 0.71% | Q4 2021 | Q3 2023 | 8 |
MIRABELLA FINANCIAL SERVICES LLP | 7 | 1 | 0.05% | 0.22% | 1.01% | Q1 2021 | Q2 2023 | 8 |
NCM Capital Management, LLC | 8 | 8 | 0.28% | 0.37% | 0.50% | Q4 2021 | Q3 2023 | 8 |
Cerro Pacific Wealth Advisors LLC | 8 | 8 | 0.12% | 0.44% | 0.67% | Q2 2021 | Q1 2023 | 8 |
Bank Julius Baer & Co. Ltd, Zurich | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 0.04% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Sanford Advisory Services, LLC | 8 | 8 | 0.06% | 0.09% | 0.12% | Q1 2021 | Q4 2022 | 8 |
Bill Few Associates, Inc. | 8 | 8 | 1.62% | 2.15% | 2.69% | Q4 2021 | Q3 2023 | 8 |
MKT Advisors LLC | 8 | 8 | 0.19% | 0.23% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.09% | 0.15% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Paragon Private Wealth Management, LLC | 8 | 8 | 0.38% | 0.50% | 0.62% | Q4 2021 | Q3 2023 | 8 |
Main Street Financial Solutions, LLC | 5 | 3 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 8 |
WEALTH EFFECTS LLC | 8 | 8 | 1.16% | 1.66% | 2.14% | Q4 2021 | Q3 2023 | 8 |
Penserra Capital Management LLC | 4 | 1 | 0.00% | 0.03% | 0.09% | Q3 2020 | Q3 2023 | 8 |
Empowered Funds, LLC | 3 | 2 | 0.02% | 0.21% | 0.52% | Q4 2019 | Q3 2023 | 8 |
Carson Advisory Inc. | 8 | 8 | 0.34% | 0.90% | 1.20% | Q4 2021 | Q3 2023 | 8 |
Clarkston Capital Partners, LLC | 8 | 8 | 0.10% | 0.14% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Hofer & Associates. Inc | 8 | 8 | 0.23% | 0.31% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Sterling Investment Counsel, LLC | 8 | 8 | 0.20% | 0.38% | 0.45% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.29% | 0.60% | Q4 2021 | Q3 2023 | 8 |
STONNINGTON GROUP, LLC | 7 | 1 | 0.09% | 0.15% | 0.23% | Q1 2021 | Q1 2023 | 8 |
Highlander Partners, L.P. | 8 | 8 | 15.59% | 18.15% | 22.29% | Q4 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.10% | 0.16% | 0.20% | Q4 2021 | Q3 2023 | 8 |
CADINHA & CO LLC | 8 | 8 | 0.05% | 0.83% | 2.63% | Q1 2021 | Q4 2022 | 8 |
Renaissance Technologies | 5 | 1 | 0.01% | 0.08% | 0.17% | Q1 2020 | Q4 2022 | 8 |
Zhang Financial LLC | 8 | 8 | 0.08% | 0.14% | 0.22% | Q4 2021 | Q3 2023 | 8 |
LWM Advisory Services, LLC | 8 | 8 | 0.23% | 0.53% | 0.99% | Q4 2021 | Q3 2023 | 8 |
COUNTRY TRUST BANK | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2023 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.06% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Foundations Investment Advisors, LLC | 6 | 2 | 0.02% | 0.08% | 0.14% | Q1 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.07% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.06% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Western Pacific Wealth Management, LP | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Checchi Capital Advisers, LLC | 5 | 3 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 8 |
John & Kathleen Schreiber Foundation | 8 | 8 | 88.11% | 91.88% | 94.84% | Q4 2021 | Q3 2023 | 8 |
VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 8 | 8 | 0.64% | 0.89% | 1.32% | Q4 2021 | Q3 2023 | 8 |
Arbiter Partners Capital Management LLC | 8 | 8 | 0.02% | 0.06% | 0.09% | Q2 2019 | Q1 2021 | 8 |
PFS Partners, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Schrum Private Wealth Management LLC | 8 | 8 | 0.26% | 0.39% | 0.50% | Q4 2021 | Q3 2023 | 8 |
Boltwood Capital Management | 8 | 8 | 0.14% | 0.19% | 0.27% | Q1 2022 | Q4 2023 | 8 |
DARK FOREST CAPITAL MANAGEMENT LP | 7 | 1 | 0.03% | 0.47% | 1.61% | Q3 2021 | Q3 2023 | 8 |
Polar Capital Holdings Plc | 8 | 8 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2022 | 8 |
BIRINYI ASSOCIATES INC | 6 | 2 | 0.16% | 0.80% | 1.39% | Q3 2021 | Q3 2023 | 8 |
Yarbrough Capital, LLC | 8 | 8 | 0.49% | 0.54% | 0.67% | Q4 2021 | Q3 2023 | 8 |
WoodTrust Financial Corp | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Quilter Plc | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2021 | 8 |
Amplius Wealth Advisors, LLC | 8 | 8 | 1.73% | 1.98% | 2.43% | Q4 2021 | Q3 2023 | 8 |
Sandy Cove Advisors, LLC | 8 | 8 | 0.52% | 0.67% | 0.78% | Q4 2021 | Q3 2023 | 8 |
JONES FINANCIAL COMPANIES LLLP | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Bank Pictet & Cie (Europe) AG | 5 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Nicholas Investment Partners, LP | 8 | 8 | 0.38% | 0.68% | 1.08% | Q4 2020 | Q3 2022 | 8 |
Mizuho Securities Co. Ltd. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Invst, LLC | 8 | 8 | 0.05% | 0.07% | 0.09% | Q1 2021 | Q4 2022 | 8 |
Spinnaker Investment Group, LLC | 8 | 8 | 0.13% | 0.18% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Bernardo Wealth Planning LLC | 8 | 8 | 0.12% | 0.13% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Rosenberg Matthew Hamilton | 8 | 8 | 0.00% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
VAN ECK ASSOCIATES CORP | 8 | 8 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
FEDERATED HERMES, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
O'ROURKE & COMPANY, Inc | 8 | 8 | 3.60% | 4.52% | 5.27% | Q4 2021 | Q3 2023 | 8 |
1620 INVESTMENT ADVISORS, INC. | 8 | 8 | 0.44% | 0.64% | 0.91% | Q4 2021 | Q3 2023 | 8 |
BSW Wealth Partners | 8 | 8 | 0.07% | 0.10% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Clear Creek Financial Management, LLC | 8 | 8 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
US FINANCIAL ADVISORS, LLC | 8 | 8 | 0.12% | 0.23% | 0.32% | Q4 2020 | Q3 2022 | 8 |
EFG Asset Management (North America) Corp. | 8 | 8 | 0.31% | 0.91% | 1.94% | Q4 2021 | Q3 2023 | 8 |
Aveo Capital Partners, LLC | 7 | 7 | 0.03% | 0.05% | 0.06% | Q2 2021 | Q4 2022 | 7 |
Evolution Advisers, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
LORD, ABBETT & CO. LLC | 7 | 7 | 0.13% | 0.39% | 0.59% | Q4 2020 | Q2 2022 | 7 |
Financial Engines Advisors L.L.C. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
OneAscent Financial Services LLC | 6 | 1 | 0.06% | 0.19% | 0.40% | Q4 2021 | Q3 2023 | 7 |
Capital Bank & Trust Co | 7 | 7 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q1 2021 | 7 |
WADDELL & REED FINANCIAL INC | 7 | 7 | 0.16% | 0.22% | 0.32% | Q3 2019 | Q1 2021 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Alterity Financial Group, LLC | 6 | 1 | 0.82% | 1.03% | 1.24% | Q1 2021 | Q3 2023 | 7 |
SC&H Financial Advisors, Inc. | 4 | 3 | 0.10% | 0.16% | 0.31% | Q4 2021 | Q3 2023 | 7 |
LexAurum Advisors, LLC | 7 | 7 | 0.09% | 0.18% | 0.33% | Q1 2022 | Q3 2023 | 7 |
Rikoon Group, LLC | 7 | 7 | 0.22% | 0.26% | 0.33% | Q3 2019 | Q1 2021 | 7 |
11 Capital Partners LP | 7 | 7 | 1.26% | 5.55% | 8.44% | Q1 2022 | Q3 2023 | 7 |
Disciplined Investments, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 4 | 1 | 0.09% | 0.36% | 1.94% | Q2 2019 | Q4 2021 | 7 |
Phoenix Holdings Ltd. | 7 | 7 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q4 2022 | 7 |
Oliver Luxxe Assets LLC | 7 | 7 | 0.52% | 0.69% | 0.85% | Q2 2020 | Q4 2021 | 7 |
BAMCO INC /NY/ | 7 | 7 | 0.07% | 0.14% | 0.20% | Q1 2022 | Q3 2023 | 7 |
Wealthstreet Investment Advisors, LLC | 7 | 7 | 0.19% | 0.22% | 0.24% | Q3 2019 | Q1 2021 | 7 |
Pantheon Investment Group, LLC | 7 | 7 | 1.18% | 1.61% | 1.84% | Q2 2020 | Q4 2021 | 7 |
Hanson & Doremus Investment Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.03% | 0.05% | Q1 2021 | Q4 2022 | 7 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.12% | 0.33% | Q3 2019 | Q4 2021 | 7 |
Acropolis Investment Management, LLC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
SEARLE & CO. | 5 | 2 | 0.06% | 0.10% | 0.13% | Q3 2021 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.12% | 0.15% | 0.19% | Q1 2022 | Q3 2023 | 7 |
FOREFRONT WEALTH MANAGEMENT INC. | 6 | 1 | 0.29% | 0.31% | 0.35% | Q4 2021 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Sowa Financial Group, Inc. | 5 | 2 | 0.06% | 0.09% | 0.13% | Q4 2019 | Q1 2022 | 7 |
Richard P Slaughter Associates Inc | 6 | 1 | 0.09% | 0.40% | 0.52% | Q4 2019 | Q3 2023 | 7 |
IAM Advisory, LLC | 7 | 7 | 0.19% | 0.24% | 0.34% | Q1 2022 | Q3 2023 | 7 |
WATERS PARKERSON & CO., LLC | 7 | 7 | 0.06% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
QUEST CAPITAL MANAGEMENT INC /ADV | 5 | 1 | 0.05% | 0.07% | 0.12% | Q4 2019 | Q4 2021 | 7 |
Hutchens & Kramer Investment Management Group, LLC | 7 | 7 | 0.16% | 0.21% | 0.26% | Q1 2022 | Q3 2023 | 7 |
ASHFORD CAPITAL MANAGEMENT INC | 7 | 7 | 0.05% | 0.07% | 0.09% | Q3 2019 | Q1 2021 | 7 |
Byrne Asset Management LLC | 7 | 7 | 0.36% | 0.45% | 0.53% | Q4 2021 | Q2 2023 | 7 |
WealthPlan Investment Management, LLC | 6 | 1 | 0.15% | 0.22% | 0.37% | Q1 2022 | Q4 2023 | 7 |
Cyrus J. Lawrence, LLC | 7 | 7 | 0.60% | 0.86% | 1.07% | Q1 2022 | Q3 2023 | 7 |
PRINCETON CAPITAL MANAGEMENT LLC | 5 | 1 | 0.03% | 0.08% | 0.09% | Q3 2019 | Q1 2023 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.07% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Point72 Asset Management, L.P. | 2 | 1 | 0.00% | 0.07% | 0.11% | Q4 2019 | Q2 2023 | 7 |
TFC Financial Management, Inc. | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q4 2021 | 7 |
THOMAS STORY & SON LLC | 6 | 1 | 0.89% | 1.16% | 1.40% | Q3 2019 | Q3 2023 | 7 |
Alberta Investment Management Corp | 3 | 1 | 0.01% | 0.03% | 0.09% | Q4 2020 | Q3 2023 | 7 |
Schonfeld Strategic Advisors LLC | 5 | 1 | 0.02% | 0.04% | 0.08% | Q1 2020 | Q2 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
CGN Advisors LLC | 7 | 7 | 0.15% | 0.26% | 0.35% | Q2 2022 | Q4 2023 | 7 |
Bay Harbor Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 7 |
Aristotle Capital Management, LLC | 7 | 7 | 1.57% | 1.94% | 2.38% | Q1 2022 | Q3 2023 | 7 |
PUTNAM INVESTMENTS LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Phoenix Wealth Advisors | 5 | 2 | 0.17% | 0.26% | 0.33% | Q4 2020 | Q3 2022 | 7 |
Pinnacle Bancorp, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Masso Torrence Wealth Management Inc. | 6 | 1 | 0.16% | 0.30% | 0.47% | Q4 2021 | Q3 2023 | 7 |
CHARTWELL INVESTMENT PARTNERS, LLC | 7 | 7 | 0.14% | 0.21% | 0.33% | Q1 2022 | Q3 2023 | 7 |
Continuum Advisory, LLC | 7 | 7 | 0.08% | 0.14% | 0.20% | Q2 2021 | Q4 2022 | 7 |
Total Clarity Wealth Management, Inc. | 5 | 2 | 0.24% | 0.28% | 0.37% | Q3 2021 | Q3 2023 | 7 |
Carnegie Capital Asset Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 7 |
NTV ASSET MANAGEMENT LLC | 7 | 7 | 0.07% | 0.09% | 0.13% | Q1 2022 | Q3 2023 | 7 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 4 | 3 | 0.04% | 0.09% | 0.15% | Q3 2019 | Q3 2022 | 7 |
Kathmere Capital Management, LLC | 3 | 1 | 0.02% | 0.06% | 0.12% | Q3 2020 | Q3 2023 | 7 |
Covington Investment Advisors Inc. | 7 | 7 | 0.77% | 1.06% | 1.22% | Q1 2022 | Q3 2023 | 7 |
ASSOCIATED BANC-CORP | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 7 |
LVM CAPITAL MANAGEMENT LTD/MI | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2022 | 7 |
Farmers & Merchants Trust Co of Chambersburg PA | 6 | 1 | 0.01% | 0.02% | 0.07% | Q4 2019 | Q3 2023 | 7 |
Westshore Wealth, LLC | 7 | 7 | 0.13% | 0.19% | 0.26% | Q4 2021 | Q2 2023 | 7 |
GQG Partners LLC | 4 | 1 | 0.01% | 1.33% | 3.34% | Q3 2019 | Q3 2022 | 7 |
AMUNDI ASSET MANAGEMENT US, INC. | 7 | 7 | 0.05% | 0.06% | 0.08% | Q3 2019 | Q1 2021 | 7 |
Astoria Portfolio Advisors LLC. | 5 | 2 | 0.09% | 0.18% | 0.27% | Q4 2021 | Q3 2023 | 7 |
FAS Wealth Partners, Inc. | 7 | 7 | 0.06% | 0.12% | 0.19% | Q1 2022 | Q3 2023 | 7 |
Bridge Creek Capital Management LLC | 7 | 7 | 1.74% | 2.11% | 2.49% | Q1 2022 | Q3 2023 | 7 |
Maltin Wealth Management, Inc. | 4 | 3 | 0.15% | 0.16% | 0.19% | Q3 2021 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
XTX Topco Ltd | 3 | 2 | 0.06% | 0.20% | 0.46% | Q2 2021 | Q2 2023 | 7 |
Advisor OS, LLC | 7 | 7 | 0.16% | 0.19% | 0.27% | Q1 2022 | Q3 2023 | 7 |
Centiva Capital, LP | 4 | 1 | 0.01% | 0.04% | 0.11% | Q3 2021 | Q2 2023 | 7 |
Prosperity Consulting Group, LLC | 7 | 7 | 0.38% | 0.56% | 0.85% | Q1 2022 | Q3 2023 | 7 |
Greenwich Wealth Management LLC | 7 | 7 | 0.34% | 0.43% | 0.53% | Q1 2022 | Q3 2023 | 7 |
Connectus Wealth, LLC | 4 | 3 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 7 |
Washington Trust Advisors, Inc. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
CAPITAL PERFORMANCE ADVISORS LLP | 4 | 3 | 0.12% | 0.15% | 0.19% | Q4 2021 | Q3 2023 | 7 |
Southern Farm Bureau Life Insurance | 7 | 7 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q2 2022 | 7 |
Bank of New Hampshire | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Faithward Advisors, LLC | 7 | 7 | 0.05% | 0.07% | 0.10% | Q4 2020 | Q2 2022 | 7 |
Pictet North America Advisors SA | 7 | 7 | 0.12% | 0.68% | 1.45% | Q1 2022 | Q3 2023 | 7 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 7 | 7 | 0.05% | 0.13% | 0.19% | Q1 2022 | Q3 2023 | 7 |
Cladis Investment Advisory, LLC | 6 | 1 | 0.46% | 0.52% | 0.61% | Q4 2021 | Q3 2023 | 7 |
RFG Advisory, LLC | 7 | 7 | 0.04% | 0.06% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Vise Technologies, Inc. | 7 | 7 | 0.05% | 0.09% | 0.13% | Q1 2022 | Q3 2023 | 7 |
SCOGGIN MANAGEMENT LP | 4 | 4 | 0.74% | 1.76% | 3.70% | Q1 2022 | Q4 2022 | 7 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2020 | 7 |
Close Asset Management Ltd | 6 | 1 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 7 |
NewSquare Capital LLC | 4 | 3 | 0.00% | 0.18% | 0.44% | Q2 2019 | Q2 2023 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 7 |
NorthCrest Asset Manangement, LLC | 7 | 7 | 0.01% | 0.04% | 0.09% | Q1 2022 | Q3 2023 | 7 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 7 | 7 | 0.01% | 0.06% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Polaris Wealth Advisory Group, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2022 | 7 |
Egerton Capital (UK) LLP | 7 | 7 | 0.49% | 1.82% | 4.40% | Q3 2019 | Q1 2021 | 7 |
Clearstead Trust, LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 7 |
Redwood Financial Network Corp | 7 | 7 | 0.32% | 0.36% | 0.43% | Q1 2022 | Q3 2023 | 7 |
Quantum Private Wealth, LLC | 7 | 7 | 0.13% | 0.23% | 0.38% | Q4 2021 | Q2 2023 | 7 |
Fidelity National Financial, Inc. | 7 | 7 | 0.27% | 0.85% | 1.30% | Q1 2022 | Q3 2023 | 7 |
CarsonAllaria Wealth Management, Ltd. | 4 | 3 | 0.02% | 0.05% | 0.09% | Q4 2021 | Q3 2023 | 7 |
HighMark Wealth Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 7 | 7 | 0.01% | 0.14% | 0.36% | Q1 2021 | Q3 2022 | 7 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 6 | 1 | 0.02% | 0.04% | 0.14% | Q4 2021 | Q3 2023 | 7 |
Regent Investment Management LLC | 6 | 1 | 0.05% | 0.06% | 0.07% | Q4 2019 | Q2 2022 | 7 |
OPTIONS SOLUTIONS, LLC | 4 | 3 | 0.26% | 0.64% | 0.87% | Q4 2021 | Q3 2023 | 7 |
PICTET ASSET MANAGEMENT LTD | 7 | 7 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q2 2021 | 7 |
Legacy Private Trust Co. | 5 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 7 |
Triumph Capital Management | 7 | 7 | 0.16% | 0.25% | 0.37% | Q1 2022 | Q3 2023 | 7 |
Metis Global Partners, LLC | 7 | 7 | 0.04% | 0.08% | 0.15% | Q1 2022 | Q3 2023 | 7 |
SIMON QUICK ADVISORS, LLC | 6 | 1 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 7 |
AGF INVESTMENTS INC. | 7 | 7 | 0.02% | 0.31% | 0.60% | Q1 2021 | Q3 2022 | 7 |
Select Asset Management & Trust | 7 | 7 | 0.20% | 0.30% | 0.38% | Q1 2022 | Q3 2023 | 7 |
STRATEGIC CAPITAL ADVISERS, INC. | 6 | 1 | 1.19% | 2.70% | 3.18% | Q3 2019 | Q2 2022 | 7 |
Ally Financial Inc. | 7 | 7 | 0.25% | 0.30% | 0.35% | Q1 2022 | Q3 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.14% | 0.16% | 0.19% | Q1 2022 | Q3 2023 | 7 |
COMERICA SECURITIES,INC. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2023 | 7 |
Regal Investment Advisors LLC | 4 | 3 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 1.38% | 1.64% | 1.86% | Q4 2021 | Q3 2023 | 7 |
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 7 | 7 | 0.90% | 1.34% | 1.60% | Q3 2021 | Q1 2023 | 7 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 7 | 7 | 0.07% | 0.07% | 0.08% | Q3 2019 | Q1 2021 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.15% | 0.25% | 0.44% | Q1 2022 | Q3 2023 | 7 |
Merit Financial Group, LLC | 7 | 7 | 0.02% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
FORA Capital, LLC | 3 | 1 | 0.01% | 0.19% | 0.46% | Q4 2019 | Q4 2022 | 7 |
Nicholas Hoffman & Company, LLC. | 4 | 3 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 7 |
Gillson Capital LP | 3 | 2 | 0.19% | 0.96% | 1.56% | Q1 2021 | Q3 2023 | 7 |
Midwest Wealth Management Inc. | 6 | 6 | 0.23% | 0.25% | 0.27% | Q4 2020 | Q1 2022 | 6 |
McClarren Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 6 |
Tenere Capital LLC | 4 | 2 | 1.94% | 3.48% | 5.09% | Q4 2021 | Q3 2023 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.01% | 0.02% | 0.05% | Q1 2022 | Q2 2023 | 6 |
Raleigh Capital Management Inc. | 6 | 6 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q1 2023 | 6 |
SHELTON CAPITAL MANAGEMENT | 4 | 2 | 0.01% | 0.10% | 0.16% | Q3 2019 | Q1 2022 | 6 |
OSSIAM | 5 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Ballentine Partners, LLC | 4 | 2 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 6 |
Surevest, LLC | 3 | 3 | 0.15% | 0.39% | 0.82% | Q3 2019 | Q3 2022 | 6 |
Marion Wealth Management | 6 | 6 | 0.38% | 0.47% | 0.61% | Q2 2022 | Q3 2023 | 6 |
Arabesque Asset Management Ltd | 6 | 6 | 0.17% | 0.74% | 1.08% | Q3 2021 | Q4 2022 | 6 |
Granger Management LLC | 3 | 3 | 0.07% | 0.22% | 0.60% | Q1 2022 | Q3 2023 | 6 |
Zurich Insurance Group Ltd/FI | 5 | 1 | 0.02% | 0.04% | 0.10% | Q1 2021 | Q3 2023 | 6 |
BALASA DINVERNO & FOLTZ LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2022 | 6 |
Seaport Global Advisors, LLC | 6 | 6 | 0.65% | 1.00% | 1.33% | Q4 2021 | Q1 2023 | 6 |
MetLife Investment Management, LLC | 4 | 2 | 0.02% | 0.05% | 0.17% | Q1 2022 | Q3 2023 | 6 |
EAGLE ASSET MANAGEMENT INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
DUDLEY CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.04% | 1.05% | 1.86% | Q4 2022 | Q3 2023 | 6 |
Swedbank | 6 | 6 | 0.02% | 0.39% | 1.28% | Q2 2019 | Q3 2020 | 6 |
GUYASUTA INVESTMENT ADVISORS INC | 4 | 2 | 0.02% | 0.03% | 0.06% | Q2 2021 | Q1 2023 | 6 |
TD Capital Management LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Winslow, Evans & Crocker, Inc. | 6 | 6 | 0.07% | 0.11% | 0.13% | Q3 2019 | Q4 2020 | 6 |
Clark Capital Management Group, Inc. | 6 | 6 | 0.00% | 0.13% | 0.37% | Q3 2021 | Q4 2022 | 6 |
Y-Intercept (Hong Kong) Ltd | 4 | 1 | 0.08% | 0.45% | 1.11% | Q4 2021 | Q3 2023 | 6 |
My Legacy Advisors, LLC | 6 | 6 | 0.09% | 0.45% | 0.77% | Q1 2022 | Q2 2023 | 6 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 6 | 6 | 0.03% | 0.05% | 0.08% | Q1 2021 | Q2 2022 | 6 |
Biltmore Family Office, LLC | 6 | 6 | 0.05% | 0.10% | 0.24% | Q3 2021 | Q4 2022 | 6 |
Townsend & Associates, Inc | 6 | 6 | 0.81% | 0.94% | 1.14% | Q1 2021 | Q2 2022 | 6 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2020 | 6 |
Temasek Holdings (Private) Ltd | 6 | 6 | 0.01% | 0.33% | 0.48% | Q2 2022 | Q3 2023 | 6 |
AlphaStar Capital Management, LLC | 6 | 6 | 0.02% | 0.07% | 0.11% | Q3 2021 | Q4 2022 | 6 |
Activest Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
L & S Advisors Inc | 3 | 1 | 0.26% | 0.66% | 1.01% | Q2 2019 | Q1 2023 | 6 |
Ashburton (Jersey) Ltd | 6 | 6 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q4 2020 | 6 |
Keystone Wealth Services, LLC | 4 | 2 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 6 |
Graypoint LLC | 6 | 6 | 0.20% | 0.32% | 0.38% | Q2 2022 | Q3 2023 | 6 |
CAXTON ASSOCIATES LP | 4 | 2 | 0.03% | 0.10% | 0.24% | Q1 2021 | Q1 2023 | 6 |
Phocas Financial Corp. | 6 | 6 | 0.02% | 0.04% | 0.05% | Q3 2021 | Q4 2022 | 6 |
MANCHESTER FINANCIAL INC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 6 |
IndexIQ Advisors LLC | 6 | 6 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q1 2022 | 6 |
Rafferty Asset Management, LLC | 5 | 1 | 0.15% | 0.22% | 0.27% | Q2 2021 | Q3 2023 | 6 |
OLD NATIONAL BANCORP /IN/ | 6 | 6 | 0.02% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
RE Dickinson Investment Advisors, LLC | 6 | 6 | 0.00% | 0.14% | 0.69% | Q2 2022 | Q3 2023 | 6 |
EMERALD MUTUAL FUND ADVISERS TRUST | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 6 |
Burt Wealth Advisors | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2020 | 6 |
Prestige Wealth Management Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.05% | 0.08% | 0.10% | Q2 2021 | Q3 2022 | 6 |
BURNEY CO/ | 6 | 6 | 0.02% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 6 |
JANICZEK WEALTH MANAGEMENT, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Stratos Wealth Advisors, LLC | 4 | 1 | 0.03% | 0.49% | 0.80% | Q3 2019 | Q3 2023 | 6 |
Horizon Investments, LLC | 5 | 1 | 0.03% | 0.06% | 0.13% | Q3 2021 | Q3 2023 | 6 |
Westover Capital Advisors, LLC | 6 | 6 | 0.06% | 0.59% | 1.13% | Q2 2021 | Q3 2022 | 6 |
WOLVERINE ASSET MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CHILDRESS CAPITAL ADVISORS, LLC | 4 | 1 | 0.01% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 6 |
Fiera Capital Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 6 |
Quantamental Technologies LLC | 2 | 1 | 0.11% | 0.45% | 1.16% | Q4 2019 | Q3 2023 | 6 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 5 | 5 | 0.39% | 1.31% | 3.51% | Q2 2022 | Q2 2023 | 6 |
United Asset Strategies, Inc. | 6 | 6 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q1 2022 | 6 |
Dorsey & Whitney Trust CO LLC | 4 | 1 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 6 |
Modera Wealth Management, LLC | 3 | 3 | 0.01% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 6 |
CAPSTONE INVESTMENT ADVISORS, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.04% | 0.06% | 0.11% | Q2 2022 | Q3 2023 | 6 |
TCF National Bank | 3 | 3 | 0.09% | 0.13% | 0.15% | Q3 2019 | Q1 2021 | 6 |
Yorktown Management & Research Co Inc | 6 | 6 | 0.20% | 0.24% | 0.28% | Q1 2021 | Q2 2022 | 6 |
Marshall Wace North America L.P. | 3 | 1 | 0.00% | 0.04% | 0.13% | Q2 2019 | Q3 2021 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.05% | 0.10% | 0.14% | Q2 2022 | Q3 2023 | 6 |
Otter Creek Advisors, LLC | 3 | 1 | 0.79% | 2.71% | 7.39% | Q1 2020 | Q3 2023 | 6 |
ATWOOD & PALMER INC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
InterOcean Capital Group, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
SeaBridge Investment Advisors LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2020 | 6 |
Echo Street Capital Management LLC | 2 | 1 | 0.00% | 0.03% | 0.16% | Q2 2020 | Q2 2023 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.03% | 0.13% | Q2 2022 | Q3 2023 | 6 |
Atom Investors LP | 2 | 1 | 0.02% | 0.18% | 0.40% | Q1 2020 | Q2 2023 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.02% | 0.13% | 0.71% | Q2 2022 | Q3 2023 | 6 |
EQUITABLE TRUST CO | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 6 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
MONOGRAPH WEALTH ADVISORS, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 6 |
Pflug Koory, LLC | 6 | 6 | 0.04% | 0.07% | 0.11% | Q3 2019 | Q4 2020 | 6 |
Ithaka Group | 6 | 6 | 0.42% | 1.88% | 2.64% | Q2 2022 | Q3 2023 | 6 |
Ethic Inc. | 4 | 2 | 0.02% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 6 |
Jump Financial, LLC | 3 | 1 | 0.02% | 0.12% | 0.26% | Q3 2020 | Q3 2023 | 6 |
Accretive Wealth Partners, LLC | 5 | 1 | 0.15% | 0.62% | 0.86% | Q1 2022 | Q3 2023 | 6 |
Maven Securities LTD | 2 | 1 | 0.01% | 0.69% | 4.04% | Q3 2019 | Q2 2023 | 6 |
Callan Capital, LLC | 4 | 2 | 0.04% | 0.06% | 0.11% | Q4 2021 | Q3 2023 | 6 |
Riverview Trust Co | 4 | 2 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
FIRST QUADRANT LLC/CA | 6 | 6 | 0.00% | 0.37% | 0.58% | Q3 2020 | Q4 2021 | 6 |
FARR MILLER & WASHINGTON LLC/DC | 6 | 6 | 0.09% | 0.11% | 0.16% | Q2 2020 | Q3 2021 | 6 |
Glassy Mountain Advisors, Inc. | 3 | 1 | 1.21% | 1.51% | 1.86% | Q4 2021 | Q3 2023 | 6 |
HERBST GROUP, LLC | 6 | 6 | 0.94% | 1.10% | 1.36% | Q2 2022 | Q3 2023 | 6 |
Knott David M Jr | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 6 | 6 | 0.06% | 0.27% | 0.40% | Q2 2020 | Q3 2021 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.01% | 0.05% | 0.11% | Q1 2022 | Q2 2023 | 6 |
SAGE RHINO CAPITAL LLC | 3 | 3 | 0.07% | 0.13% | 0.20% | Q3 2021 | Q3 2023 | 6 |
HNP Capital LLC | 6 | 6 | 0.06% | 0.09% | 0.11% | Q4 2020 | Q1 2022 | 6 |
CRA Financial Services, LLC | 6 | 6 | 0.06% | 0.09% | 0.12% | Q2 2022 | Q3 2023 | 6 |
Charter Oak Capital Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Lantz Financial LLC | 3 | 3 | 0.09% | 0.11% | 0.14% | Q1 2022 | Q3 2023 | 6 |
Integer Wealth Advisors Group LLC | 6 | 6 | 0.30% | 0.38% | 0.47% | Q4 2019 | Q1 2021 | 6 |
COMPASS FINANCIAL ADVISORS LLC | 6 | 6 | 0.48% | 0.65% | 0.87% | Q4 2021 | Q1 2023 | 6 |
First Long Island Investors, LLC | 6 | 6 | 0.47% | 0.93% | 1.51% | Q2 2022 | Q3 2023 | 6 |
Intrepid Financial Planning Group LLC | 6 | 6 | 0.81% | 0.94% | 1.05% | Q2 2022 | Q3 2023 | 6 |
Hoese & Co LLP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Cipher Capital LP | 3 | 1 | 0.08% | 0.35% | 1.15% | Q1 2020 | Q2 2023 | 6 |
Aft, Forsyth & Sober, LLC | 3 | 1 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q3 2023 | 6 |
Meristem Family Wealth, LLC | 6 | 6 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q1 2022 | 6 |
Cribstone Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Syntal Capital Partners, LLC | 6 | 6 | 0.36% | 0.54% | 1.12% | Q3 2021 | Q4 2022 | 6 |
Arcus Capital Partners, LLC | 6 | 6 | 0.13% | 0.15% | 0.19% | Q2 2022 | Q3 2023 | 6 |
EMERALD ADVISERS, LLC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2022 | 6 |
Weaver Consulting Group | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q3 2020 | 6 |
Elevated Capital Advisors, LLC | 4 | 1 | 0.42% | 0.63% | 0.76% | Q2 2020 | Q1 2022 | 6 |
GROUP ONE TRADING, L.P. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2023 | 5 |
Rollins Financial | 3 | 2 | 0.08% | 0.13% | 0.16% | Q4 2020 | Q1 2022 | 5 |
D'Orazio & Associates, Inc. | 4 | 1 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q1 2022 | 5 |
10-15 ASSOCIATES, INC. | 5 | 5 | 0.35% | 0.50% | 0.60% | Q3 2019 | Q3 2020 | 5 |
TILIA FIDUCIARY PARTNERS, INC. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q2 2023 | 5 |
Belmont Capital, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
HawsGoodwin Investment Management LLC | 5 | 5 | 0.23% | 0.30% | 0.36% | Q4 2020 | Q4 2021 | 5 |
Ruggie Capital Group | 5 | 5 | 0.30% | 5.08% | 7.72% | Q3 2019 | Q3 2020 | 5 |
Westwood Wealth Management | 5 | 5 | 0.47% | 0.57% | 0.78% | Q3 2022 | Q3 2023 | 5 |
Gradient Capital Advisors, LLC | 5 | 5 | 0.15% | 0.17% | 0.20% | Q3 2022 | Q3 2023 | 5 |
BAXTER BROS INC | 5 | 5 | 0.10% | 0.12% | 0.14% | Q3 2022 | Q3 2023 | 5 |
Crewe Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Jackson Wealth Management, LLC | 3 | 2 | 0.56% | 0.78% | 0.98% | Q2 2022 | Q3 2023 | 5 |
MONEY CONCEPTS CAPITAL CORP | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
Lombard Odier Asset Management (Switzerland) SA | 3 | 1 | 0.01% | 0.07% | 0.16% | Q2 2021 | Q1 2023 | 5 |
Bedel Financial Consulting, Inc. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q3 2020 | 5 |
Psagot Value Holdings Ltd. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
DELTA FINANCIAL ADVISORS LLC | 4 | 1 | 0.10% | 0.14% | 0.22% | Q1 2020 | Q1 2022 | 5 |
RESOURCE CONSULTING GROUP INC | 3 | 2 | 0.41% | 0.44% | 0.48% | Q4 2021 | Q3 2023 | 5 |
BARINGS LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 5 |
Castellan Group | 4 | 1 | 0.24% | 1.38% | 2.62% | Q3 2021 | Q2 2023 | 5 |
AUGUSTINE ASSET MANAGEMENT INC | 4 | 1 | 0.23% | 0.28% | 0.44% | Q3 2019 | Q3 2023 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.05% | 0.06% | 0.06% | Q3 2022 | Q3 2023 | 5 |
ARBOR TRUST WEALTH ADVISORS, LLC | 5 | 5 | 0.18% | 0.25% | 0.34% | Q1 2022 | Q1 2023 | 5 |
Fragasso Group Inc. | 5 | 5 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q4 2023 | 5 |
Carl P. Sherr & Co., LLC | 3 | 2 | 0.14% | 0.16% | 0.19% | Q4 2021 | Q3 2023 | 5 |
Tradewinds, LLC. | 3 | 2 | 0.14% | 0.16% | 0.17% | Q2 2022 | Q3 2023 | 5 |
Round Rock Advisors, LLC | 5 | 5 | 0.12% | 0.16% | 0.18% | Q3 2022 | Q3 2023 | 5 |
Ayrshire Capital Management LLC | 3 | 2 | 0.11% | 1.52% | 2.68% | Q4 2021 | Q3 2023 | 5 |
Vident Investment Advisory, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q2 2023 | 5 |
MARSICO CAPITAL MANAGEMENT LLC | 5 | 5 | 1.25% | 2.66% | 3.35% | Q3 2021 | Q3 2022 | 5 |
State of Wyoming | 5 | 5 | 0.02% | 0.03% | 0.07% | Q1 2021 | Q1 2022 | 5 |
Harbor Advisors LLC | 5 | 5 | 0.09% | 0.14% | 0.18% | Q3 2022 | Q3 2023 | 5 |
Polar Capital LLP | 5 | 5 | 0.04% | 0.07% | 0.09% | Q3 2019 | Q3 2020 | 5 |
PARK NATIONAL CORP /OH/ | 3 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2023 | 5 |
Aurora Investment Counsel | 5 | 5 | 0.52% | 0.77% | 1.23% | Q2 2019 | Q2 2020 | 5 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 4 | 1 | 0.12% | 0.15% | 0.16% | Q2 2021 | Q3 2023 | 5 |
Richard Bernstein Advisors LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q1 2023 | 5 |
Beaumont Asset Management, L.L.C. | 5 | 5 | 0.35% | 0.42% | 0.52% | Q3 2022 | Q3 2023 | 5 |
FCG ADVISORS, LLC | 5 | 5 | 0.12% | 0.67% | 1.07% | Q3 2019 | Q3 2020 | 5 |
AGF Investments LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
C2C Wealth Management, LLC | 3 | 2 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 5 |
LCNB CORP | 5 | 5 | 0.22% | 0.27% | 0.34% | Q3 2022 | Q3 2023 | 5 |
First Allied Advisory Services, Inc. | 5 | 5 | 0.11% | 0.14% | 0.16% | Q3 2019 | Q3 2020 | 5 |
NuWave Investment Management, LLC | 2 | 1 | 0.03% | 0.39% | 1.18% | Q3 2020 | Q3 2022 | 5 |
Van Leeuwen & Company, LLC | 4 | 1 | 0.98% | 2.15% | 3.66% | Q3 2019 | Q1 2022 | 5 |
Kingstown Capital | 5 | 5 | 1.92% | 4.70% | 12.86% | Q3 2020 | Q3 2021 | 5 |
Abbrea Capital, LLC | 4 | 1 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 5 |
NN Investment Partners Holdings N.V. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q1 2022 | 5 |
MCDANIEL TERRY & CO | 5 | 5 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q1 2023 | 5 |
Disciplined Equity Management, Inc. | 5 | 5 | 0.66% | 0.80% | 0.96% | Q3 2022 | Q3 2023 | 5 |
AXS Investments LLC | 4 | 1 | 0.01% | 0.07% | 0.21% | Q2 2021 | Q3 2023 | 5 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 5 |
Rosenbaum Jay D. | 3 | 2 | 0.39% | 0.46% | 0.60% | Q4 2021 | Q3 2023 | 5 |
SOUND SHORE MANAGEMENT INC /CT/ | 5 | 5 | 1.69% | 2.11% | 2.56% | Q2 2020 | Q2 2021 | 5 |
Pennant Investors, LP | 5 | 5 | 2.54% | 5.04% | 8.26% | Q3 2019 | Q3 2020 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.68% | 0.78% | 0.87% | Q3 2022 | Q3 2023 | 5 |
FIRST HAWAIIAN BANK | 3 | 1 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 5 |
FORTEM FINANCIAL GROUP, LLC | 2 | 1 | 0.15% | 0.20% | 0.34% | Q4 2019 | Q3 2023 | 5 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 5 | 5 | 0.22% | 0.80% | 1.29% | Q1 2022 | Q1 2023 | 5 |
Confluence Wealth Services, Inc. | 3 | 1 | 0.04% | 0.06% | 0.12% | Q4 2021 | Q3 2023 | 5 |
Ameliora Wealth Management Ltd. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
LOGAN CAPITAL MANAGEMENT INC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q3 2023 | 5 |
Salomon & Ludwin, LLC | 4 | 1 | 0.00% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 5 |
Coronation Fund Managers Ltd. | 4 | 1 | 0.01% | 0.35% | 1.04% | Q3 2019 | Q4 2022 | 5 |
STRATEGIC WEALTH MANAGEMENT INC | 5 | 5 | 0.04% | 0.60% | 2.79% | Q2 2020 | Q2 2021 | 5 |
AMG National Trust Bank | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 5 |
Sather Financial Group Inc | 3 | 1 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 5 |
Marietta Wealth Management, LLC | 5 | 5 | 0.68% | 0.91% | 1.17% | Q3 2022 | Q3 2023 | 5 |
Ahrens Investment Partners LLC | 3 | 2 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q1 2023 | 5 |
Blackston Financial Advisory Group, LLC | 5 | 5 | 0.22% | 0.27% | 0.34% | Q2 2022 | Q2 2023 | 5 |
Founders Capital Management | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q2 2023 | 5 |
Gunderson Capital Management Inc. | 4 | 1 | 0.30% | 1.30% | 4.23% | Q3 2019 | Q1 2021 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.06% | 0.11% | 0.19% | Q4 2021 | Q4 2022 | 5 |
LVW Advisors, LLC | 2 | 1 | 0.04% | 0.06% | 0.08% | Q3 2019 | Q2 2023 | 5 |
WRAPMANAGER INC | 5 | 5 | 0.07% | 0.08% | 0.10% | Q1 2021 | Q1 2022 | 5 |
MURPHY CAPITAL MANAGEMENT INC | 5 | 5 | 0.05% | 0.08% | 0.11% | Q2 2021 | Q2 2022 | 5 |
Bristlecone Advisors, LLC | 3 | 2 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 5 |
Measured Wealth Private Client Group, LLC | 4 | 1 | 0.07% | 0.09% | 0.10% | Q2 2021 | Q3 2023 | 5 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 5 | 5 | 0.09% | 0.12% | 0.13% | Q1 2021 | Q1 2022 | 5 |
Swift Run Capital | 5 | 5 | 0.73% | 1.54% | 2.51% | Q4 2019 | Q4 2020 | 5 |
AM INVESTMENT STRATEGIES LLC | 5 | 5 | 0.08% | 0.09% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Catalyst Capital Advisors LLC | 5 | 5 | 0.26% | 0.37% | 0.45% | Q3 2019 | Q3 2020 | 5 |
HMI Capital Management, L.P. | 5 | 5 | 7.18% | 9.86% | 13.30% | Q3 2019 | Q3 2020 | 5 |
KG&L Capital Management,LLC | 3 | 2 | 0.08% | 0.10% | 0.13% | Q4 2021 | Q3 2023 | 5 |
Gryphon Financial Partners LLC | 5 | 5 | 0.05% | 0.07% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Bridgewater Associates | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Joseph P. Lucia & Associates, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 5 |
COOK WEALTH MANAGEMENT GROUP LLC | 4 | 1 | 0.17% | 0.25% | 0.32% | Q4 2021 | Q1 2023 | 5 |
HCR Wealth Advisors | 5 | 5 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q1 2022 | 5 |
Wealthspire Advisors, L.P. | 5 | 5 | 0.06% | 0.08% | 0.11% | Q3 2019 | Q3 2020 | 5 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.02% | 0.04% | 0.09% | Q4 2021 | Q3 2023 | 5 |
Engineers Gate Manager LP | 3 | 1 | 0.02% | 0.18% | 0.46% | Q3 2021 | Q2 2023 | 5 |
HGI Capital Management, LLC | 5 | 5 | 0.32% | 0.50% | 0.71% | Q3 2019 | Q3 2020 | 5 |
HighPoint Advisor Group LLC | 4 | 1 | 0.12% | 0.15% | 0.19% | Q4 2020 | Q2 2022 | 5 |
Outlook Wealth Advisors, LLC | 4 | 1 | 0.06% | 0.08% | 0.09% | Q2 2021 | Q3 2023 | 5 |
TIEDEMANN ADVISORS, LLC | 3 | 2 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 5 |
Psagot Value Holdings Ltd. / (Israel) | 5 | 5 | 0.04% | 0.07% | 0.10% | Q4 2021 | Q4 2022 | 5 |
Unigestion Holding SA | 5 | 5 | 0.04% | 0.07% | 0.10% | Q4 2021 | Q4 2022 | 5 |
Hedeker Wealth, LLC | 5 | 5 | 0.56% | 0.96% | 1.34% | Q3 2022 | Q3 2023 | 5 |
Ameraudi Asset Management, Inc. | 5 | 5 | 0.29% | 0.34% | 0.42% | Q4 2019 | Q4 2020 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.06% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Compass Wealth Management LLC | 5 | 5 | 1.14% | 1.35% | 1.54% | Q4 2022 | Q4 2023 | 5 |
Sterling Investment Advisors, Ltd. | 5 | 5 | 0.66% | 0.80% | 0.94% | Q3 2022 | Q3 2023 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.28% | 0.33% | 0.37% | Q4 2020 | Q4 2021 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.08% | 0.10% | 0.12% | Q3 2022 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Objective Capital Management, LLC | 4 | 1 | 0.19% | 0.21% | 0.22% | Q4 2021 | Q3 2023 | 5 |
ENTERPRISE FINANCIAL SERVICES CORP | 3 | 2 | 0.03% | 0.15% | 0.26% | Q4 2021 | Q3 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q4 2022 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.38% | 0.53% | 0.83% | Q3 2019 | Q3 2020 | 5 |
Avory & Company, LLC | 5 | 5 | 0.21% | 0.50% | 0.81% | Q3 2022 | Q3 2023 | 5 |
Sciencast Management LP | 2 | 1 | 0.07% | 0.39% | 0.96% | Q4 2019 | Q2 2022 | 5 |
ROOSEVELT INVESTMENT GROUP LLC | 4 | 1 | 0.05% | 0.08% | 0.10% | Q2 2020 | Q3 2022 | 5 |
Main Street Research LLC | 5 | 5 | 0.02% | 0.76% | 2.03% | Q1 2021 | Q1 2022 | 5 |
Shulman DeMeo Asset Management LLC | 3 | 2 | 0.09% | 0.11% | 0.13% | Q4 2019 | Q1 2021 | 5 |
Sabal Trust CO | 3 | 2 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 5 |
PrairieView Partners, LLC | 4 | 4 | 0.00% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
FULTON BANK, N.A. | 4 | 4 | 0.02% | 0.04% | 0.06% | Q1 2023 | Q4 2023 | 4 |
BRINKER CAPITAL INC | 4 | 4 | 0.05% | 0.08% | 0.10% | Q3 2019 | Q2 2020 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.21% | 0.43% | 0.68% | Q4 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Heirloom Wealth Management | 4 | 4 | 0.31% | 0.35% | 0.38% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.18% | 0.20% | 0.23% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
BANK OF THE WEST | 4 | 4 | 0.04% | 0.07% | 0.10% | Q3 2019 | Q2 2020 | 4 |
Holocene Advisors, LP | 4 | 4 | 0.35% | 0.62% | 1.02% | Q4 2021 | Q3 2022 | 4 |
Calamos Advisors LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 4 |
Transform Wealth, LLC | 4 | 4 | 0.30% | 0.47% | 0.59% | Q4 2022 | Q3 2023 | 4 |
NOTTINGHAM ADVISORS, INC. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q1 2022 | 4 |
SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 4 | 4 | 0.23% | 0.27% | 0.32% | Q4 2022 | Q3 2023 | 4 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 1 | 0.00% | 0.07% | 0.16% | Q3 2022 | Q3 2023 | 4 |
WealthShield Partners, LLC | 3 | 1 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q1 2022 | 4 |
Reynders McVeigh Capital Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
BTC Capital Management, Inc. | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Calamos Wealth Management LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Symphony Financial, Ltd. Co. | 3 | 1 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 4 |
KB FINANCIAL PARTNERS, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
CHAPIN DAVIS, INC. | 4 | 4 | 0.51% | 0.57% | 0.61% | Q4 2022 | Q3 2023 | 4 |
Thomas J. Herzfeld Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Integrated Investment Consultants, LLC | 4 | 4 | 0.07% | 0.19% | 0.28% | Q2 2021 | Q1 2022 | 4 |
Synergy Asset Management, LLC | 4 | 4 | 0.50% | 0.59% | 0.72% | Q2 2022 | Q1 2023 | 4 |
Cravens & Co Advisors, LLC | 4 | 4 | 0.51% | 0.67% | 0.82% | Q4 2022 | Q3 2023 | 4 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 4 | 4 | 0.38% | 0.63% | 0.80% | Q3 2019 | Q2 2020 | 4 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 4 | 4 | 0.07% | 0.09% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Kohmann Bosshard Financial Services, LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
BROGAN FINANCIAL, INC. | 4 | 4 | 0.18% | 0.22% | 0.26% | Q4 2022 | Q3 2023 | 4 |
ANGELES WEALTH MANAGEMENT, LLC | 4 | 4 | 0.14% | 0.15% | 0.17% | Q4 2022 | Q3 2023 | 4 |
AlphaCore Capital LLC | 2 | 1 | 0.03% | 0.08% | 0.13% | Q1 2020 | Q3 2023 | 4 |
Mount Yale Investment Advisors, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 4 |
GM Advisory Group, LLC | 3 | 1 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2022 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.02% | 0.03% | 0.06% | Q4 2022 | Q3 2023 | 4 |
ClariVest Asset Management LLC | 3 | 1 | 0.00% | 0.36% | 0.58% | Q4 2021 | Q3 2023 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.23% | 0.27% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.19% | 0.21% | 0.25% | Q1 2022 | Q4 2022 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
New Millennium Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ZACKS INVESTMENT MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Advocacy Wealth Management Services, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2022 | 4 |
Savant Capital, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 4 |
Garden State Investment Advisory Services LLC | 4 | 4 | 0.12% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Tandem Wealth Advisors LLC | 4 | 4 | 0.11% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
REDMONT WEALTH ADVISORS LLC | 4 | 4 | 0.44% | 0.48% | 0.52% | Q4 2021 | Q3 2022 | 4 |
ZWJ INVESTMENT COUNSEL INC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 4 |
BAROMETER CAPITAL MANAGEMENT INC. | 4 | 4 | 0.11% | 0.76% | 1.65% | Q2 2021 | Q1 2022 | 4 |
OAK HILL WEALTH ADVISORS, LLC | 4 | 4 | 0.39% | 0.48% | 0.56% | Q4 2022 | Q3 2023 | 4 |
Great Lakes Retirement, Inc. | 4 | 4 | 0.22% | 0.24% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Teamwork Financial Advisors, LLC | 2 | 2 | 0.04% | 0.12% | 0.24% | Q2 2022 | Q3 2023 | 4 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 4 |
Park Place Capital Corp | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Cypress Point Wealth Management, LLC | 4 | 4 | 0.03% | 0.06% | 0.11% | Q4 2020 | Q3 2021 | 4 |
Donoghue Forlines LLC | 4 | 4 | 0.14% | 0.23% | 0.34% | Q3 2021 | Q2 2022 | 4 |
Karp Capital Management Corp | 4 | 4 | 0.23% | 0.25% | 0.26% | Q3 2019 | Q2 2020 | 4 |
Redwood Wealth Management Group, LLC | 4 | 4 | 0.29% | 0.31% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Capital Group Investment Management Pte. Ltd. | 4 | 4 | 0.07% | 0.11% | 0.16% | Q4 2022 | Q3 2023 | 4 |
River Road Asset Management, LLC | 2 | 1 | 0.01% | 0.21% | 0.52% | Q2 2019 | Q1 2023 | 4 |
Winslow Capital Management, LLC | 4 | 4 | 0.69% | 1.11% | 1.70% | Q4 2021 | Q3 2022 | 4 |
NVWM, LLC | 2 | 2 | 0.01% | 0.08% | 0.15% | Q2 2019 | Q4 2022 | 4 |
Port Capital LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 4 |
Aquatic Capital Management LLC | 4 | 4 | 0.06% | 0.25% | 0.58% | Q1 2022 | Q4 2022 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
StrongBox Wealth, LLC | 4 | 4 | 0.69% | 0.96% | 1.22% | Q1 2023 | Q4 2023 | 4 |
Worth Financial Advisory Group, LLC | 4 | 4 | 0.32% | 0.36% | 0.45% | Q4 2022 | Q3 2023 | 4 |
Pegasus Partners Ltd. | 3 | 1 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 4 |
Peak Financial Management, Inc. | 3 | 1 | 0.08% | 0.08% | 0.09% | Q3 2021 | Q3 2023 | 4 |
WFA of San Diego, LLC | 2 | 1 | 0.02% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 4 |
Mint Tower Capital Management B.V. | 1 | 1 | 0.03% | 0.06% | 0.09% | Q2 2020 | Q1 2021 | 4 |
Corbenic Partners LLC | 4 | 4 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q2 2022 | 4 |
True North Advisors, LLC | 4 | 4 | 0.53% | 0.59% | 0.72% | Q4 2022 | Q3 2023 | 4 |
HOWE & RUSLING INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 4 |
Almanack Investment Partners, LLC. | 4 | 4 | 0.18% | 0.20% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Greytown Advisors Inc. | 4 | 4 | 0.24% | 0.61% | 0.86% | Q3 2019 | Q2 2020 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.07% | 0.08% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.18% | 0.19% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Optimal Asset Management, Inc. | 4 | 4 | 0.04% | 0.07% | 0.10% | Q1 2020 | Q4 2020 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 0.09% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Bluefin Trading, LLC | 4 | 4 | 0.26% | 0.27% | 0.30% | Q3 2019 | Q2 2020 | 4 |
Stiles Financial Services Inc | 4 | 4 | 0.36% | 0.59% | 0.83% | Q4 2022 | Q3 2023 | 4 |
COLDSTREAM CAPITAL MANAGEMENT INC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 4 |
Eisler Capital (US) LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.05% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Traynor Capital Management, Inc. | 4 | 4 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q4 2022 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.14% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
BI Asset Management Fondsmaeglerselskab A/S | 2 | 2 | 0.04% | 0.11% | 0.18% | Q4 2019 | Q2 2022 | 4 |
Bridgefront Capital, LLC | 2 | 1 | 0.16% | 0.29% | 0.41% | Q2 2021 | Q3 2023 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Wolff Financial Management LLC | 3 | 1 | 0.07% | 0.11% | 0.18% | Q3 2021 | Q3 2023 | 4 |
Pendal Group Ltd | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2021 | 4 |
Silicon Valley Capital Partners | 4 | 4 | 0.54% | 0.68% | 0.92% | Q4 2022 | Q3 2023 | 4 |
Financial Management Professionals, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 4 |
BOS Asset Management, LLC | 4 | 4 | 0.31% | 0.35% | 0.38% | Q4 2022 | Q3 2023 | 4 |
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 4 | 4 | 4.23% | 4.94% | 5.64% | Q4 2022 | Q3 2023 | 4 |
CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD | 4 | 4 | 8.27% | 10.21% | 13.58% | Q4 2022 | Q3 2023 | 4 |
Mork Capital Management, LLC | 4 | 4 | 0.65% | 0.81% | 0.95% | Q4 2022 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.16% | 0.19% | 0.22% | Q4 2020 | Q3 2021 | 4 |
UBP Investment Advisors SA | 4 | 4 | 0.27% | 0.33% | 0.38% | Q4 2021 | Q3 2022 | 4 |
Ferris Capital, LLC | 3 | 1 | 0.06% | 0.08% | 0.09% | Q1 2021 | Q1 2022 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q4 2020 | 4 |
CORA CAPITAL ADVISORS LLC | 4 | 4 | 0.22% | 0.27% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Centerpoint Advisors, LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
PayPay Securities Corp | 4 | 4 | 0.14% | 0.22% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Harvest Investment Advisors, LLC | 4 | 4 | 1.06% | 1.24% | 1.47% | Q4 2022 | Q3 2023 | 4 |
PEAK FINANCIAL ADVISORS LLC | 4 | 4 | 0.51% | 0.83% | 1.69% | Q4 2021 | Q3 2022 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.09% | 0.11% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.07% | 0.09% | 0.12% | Q4 2022 | Q3 2023 | 4 |
TUCKER ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
Davis Investment Partners, LLC | 4 | 4 | 0.42% | 0.48% | 0.53% | Q4 2022 | Q3 2023 | 4 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q1 2022 | 4 |
KENNEDY INVESTMENT GROUP | 4 | 4 | 0.15% | 0.18% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Stellar Capital Management, LLC | 4 | 4 | 1.36% | 1.66% | 1.92% | Q3 2019 | Q2 2020 | 4 |
GODSEY & GIBB, INC | 4 | 4 | 0.05% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Aspen Grove Capital, LLC | 4 | 4 | 0.23% | 0.28% | 0.36% | Q4 2022 | Q3 2023 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.01% | 0.05% | 0.08% | Q2 2023 | Q3 2023 | 4 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.07% | 0.15% | 0.27% | Q2 2021 | Q1 2023 | 4 |
Covenant Asset Management, LLC | 4 | 4 | 0.18% | 0.36% | 0.50% | Q4 2022 | Q3 2023 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 0.56% | 0.75% | 0.91% | Q4 2022 | Q3 2023 | 4 |
IBM Retirement Fund | 4 | 4 | 0.15% | 0.18% | 0.20% | Q2 2021 | Q1 2022 | 4 |
Bellwether Advisors, LLC | 2 | 1 | 0.00% | 0.27% | 0.40% | Q2 2021 | Q3 2023 | 4 |
TRUST CO OF TOLEDO NA /OH/ | 4 | 4 | 0.07% | 0.16% | 0.23% | Q1 2023 | Q4 2023 | 4 |
EASTERN BANK | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Pensionfund Sabic | 4 | 4 | 0.48% | 0.57% | 0.62% | Q3 2021 | Q2 2022 | 4 |
Opal Wealth Advisors, LLC | 2 | 2 | 0.15% | 0.18% | 0.20% | Q4 2021 | Q3 2023 | 4 |
Chiron Investment Management, LLC | 3 | 1 | 0.22% | 1.54% | 2.62% | Q1 2020 | Q3 2022 | 4 |
Madison Asset Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Capital Markets Trading UK LLP | 3 | 1 | 0.00% | 0.02% | 0.06% | Q2 2022 | Q2 2023 | 4 |
Grant/GrossMendelsohn, LLC | 4 | 4 | 0.11% | 0.18% | 0.25% | Q2 2021 | Q1 2022 | 4 |
FREEDOM WEALTH ALLIANCE, LLC | 4 | 4 | 0.57% | 0.76% | 0.94% | Q4 2022 | Q3 2023 | 4 |
Granite Bay Wealth Management, LLC | 4 | 4 | 0.27% | 0.65% | 1.20% | Q4 2022 | Q3 2023 | 4 |
Grove Bank & Trust | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Robertson Stephens Wealth Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 4 |
Lion Street Advisors, LLC | 1 | 1 | 0.02% | 0.22% | 0.32% | Q1 2020 | Q3 2023 | 4 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 4 | 4 | 1.49% | 1.56% | 1.72% | Q4 2022 | Q3 2023 | 4 |
ASB Consultores, LLC | 4 | 4 | 0.10% | 0.14% | 0.22% | Q1 2022 | Q4 2022 | 4 |
VIAWEALTH, LLC | 4 | 4 | 0.30% | 0.43% | 0.54% | Q4 2022 | Q3 2023 | 4 |
PERSONAL CFO SOLUTIONS, LLC | 3 | 1 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2023 | 4 |
CHANNEL WEALTH LLC | 4 | 4 | 0.17% | 0.20% | 0.24% | Q1 2023 | Q4 2023 | 4 |
SHUFRO ROSE & CO LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 4 |
ALPHASIMPLEX GROUP, LLC | 3 | 1 | 0.08% | 0.13% | 0.19% | Q4 2019 | Q4 2020 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.01% | 0.05% | 0.09% | Q1 2010 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 1.37% | 1.86% | 2.10% | Q4 2022 | Q3 2023 | 4 |
Gateway Advisory, LLC | 3 | 1 | 0.04% | 0.11% | 0.19% | Q1 2021 | Q1 2022 | 4 |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 4 | 4 | 0.49% | 0.73% | 1.16% | Q4 2022 | Q3 2023 | 4 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 2 | 2 | 0.12% | 0.98% | 2.94% | Q3 2019 | Q4 2019 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Lodestone Wealth Management LLC | 4 | 4 | 0.84% | 0.94% | 1.06% | Q4 2022 | Q3 2023 | 4 |
Avondale Wealth Management | 4 | 4 | 0.06% | 0.17% | 0.26% | Q4 2022 | Q3 2023 | 4 |
HOERTKORN RICHARD CHARLES | 4 | 4 | 0.04% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
ELLERSON GROUP INC /ADV | 4 | 4 | 1.55% | 1.78% | 1.95% | Q4 2022 | Q3 2023 | 4 |
NORTHSTAR WEALTH PARTNERS LLC | 2 | 2 | 0.09% | 0.14% | 0.20% | Q3 2019 | Q3 2020 | 4 |
Single Point Partners, LLC | 4 | 4 | 0.08% | 0.22% | 0.63% | Q2 2021 | Q1 2022 | 4 |
CTC Capital Management, LLC | 4 | 4 | 0.25% | 0.50% | 0.92% | Q1 2022 | Q4 2022 | 4 |
Truadvice, LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.06% | 0.10% | 0.14% | Q4 2022 | Q3 2023 | 4 |
First Washington CORP | 4 | 4 | 1.04% | 1.91% | 3.37% | Q2 2022 | Q1 2023 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.41% | 0.50% | 0.60% | Q4 2022 | Q3 2023 | 4 |
Chemistry Wealth Management LLC | 3 | 1 | 0.08% | 0.72% | 2.61% | Q4 2021 | Q3 2023 | 4 |
Ariel Investments | 4 | 4 | 0.22% | 0.29% | 0.43% | Q2 2019 | Q1 2020 | 4 |
QS Investors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 4 |
UDINE WEALTH MANAGEMENT, INC. | 2 | 2 | 1.46% | 1.89% | 2.20% | Q2 2022 | Q3 2023 | 4 |
FIRST HORIZON CORP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Frisch Financial Group, Inc. | 2 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q4 2021 | 3 |
Obsidian Personal Planning Solutions LLC | 3 | 3 | 0.23% | 0.28% | 0.32% | Q1 2023 | Q3 2023 | 3 |
McCarthy Asset Management, Inc. | 3 | 3 | 0.15% | 0.15% | 0.16% | Q3 2021 | Q1 2022 | 3 |
YHB Investment Advisors, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Icon Wealth Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
TRUEWEALTH LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Quarry LP | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 3 | 0.22% | 0.27% | 0.32% | Q2 2021 | Q4 2021 | 3 |
Avalon Trust Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2020 | 3 |
Mattern Wealth Management LLC | 3 | 3 | 0.08% | 0.09% | 0.11% | Q1 2023 | Q3 2023 | 3 |
MADDEN SECURITIES Corp | 1 | 1 | 0.08% | 0.11% | 0.13% | Q1 2022 | Q3 2023 | 3 |
Lauer Wealth, LLC | 3 | 3 | 0.45% | 0.50% | 0.57% | Q1 2023 | Q3 2023 | 3 |
Pinnacle West Asset Management, Inc. | 3 | 3 | 1.31% | 1.42% | 1.59% | Q1 2023 | Q3 2023 | 3 |
Aries Wealth Management | 3 | 3 | 0.09% | 0.10% | 0.10% | Q2 2021 | Q4 2021 | 3 |
Financial Advisors Network, Inc. | 3 | 3 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q4 2021 | 3 |
New World Advisors LLC | 2 | 1 | 0.17% | 0.39% | 0.82% | Q3 2020 | Q2 2021 | 3 |
Fosun International Ltd | 3 | 3 | 0.14% | 0.17% | 0.21% | Q3 2019 | Q1 2020 | 3 |
ONTARIO TEACHERS PENSION PLAN BOARD | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 3 |
CHATHAM CAPITAL GROUP, INC. | 3 | 3 | 0.05% | 0.06% | 0.08% | Q1 2022 | Q3 2022 | 3 |
PA Capital LLC | 3 | 3 | 0.16% | 0.28% | 0.42% | Q4 2019 | Q2 2020 | 3 |
CORRADO ADVISORS, LLC | 2 | 1 | 0.15% | 0.18% | 0.21% | Q4 2022 | Q3 2023 | 3 |
Northside Capital Management, LLC | 3 | 3 | 0.05% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
FFT WEALTH MANAGEMENT LLC | 3 | 3 | 0.03% | 0.05% | 0.07% | Q1 2023 | Q3 2023 | 3 |
ALBION FINANCIAL GROUP /UT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
ARGENT CAPITAL MANAGEMENT LLC | 3 | 3 | 1.88% | 2.07% | 2.35% | Q1 2023 | Q3 2023 | 3 |
ETF MANAGERS GROUP, LLC | 2 | 1 | 0.01% | 0.04% | 0.07% | Q4 2021 | Q4 2022 | 3 |
NICHOLAS COMPANY, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Riggs Asset Managment Co. Inc. | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
B&D White Capital Company, LLC | 2 | 2 | 0.47% | 7.78% | 11.55% | Q3 2022 | Q4 2022 | 3 |
Serengeti Asset Management LP | 2 | 1 | 2.71% | 3.19% | 3.95% | Q4 2019 | Q3 2022 | 3 |
Cypress Capital, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q1 2022 | 3 |
WEYBOSSET RESEARCH & MANAGEMENT LLC | 2 | 1 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q3 2023 | 3 |
Antonetti Capital Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2010 | Q4 2021 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Osborn Williams & Donohoe LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q4 2019 | 3 |
THAMES CAPITAL MANAGEMENT LLC | 3 | 3 | 1.64% | 1.70% | 1.78% | Q3 2021 | Q1 2022 | 3 |
Arbor Wealth Management, LLC | 2 | 1 | 0.04% | 0.34% | 0.50% | Q3 2019 | Q4 2021 | 3 |
M&G INVESTMENT MANAGEMENT LTD | 2 | 1 | 0.00% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 3 |
FIRST INTERSTATE BANK | 2 | 1 | 0.11% | 0.25% | 0.35% | Q4 2019 | Q3 2023 | 3 |
One Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Epic Trust Investment Advisors, LLC | 3 | 3 | 0.46% | 0.51% | 0.59% | Q4 2021 | Q2 2022 | 3 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2022 | 3 |
SWEENEY & MICHEL, LLC | 3 | 3 | 0.31% | 0.34% | 0.36% | Q1 2023 | Q3 2023 | 3 |
Autumn Glory Partners, LLC | 2 | 1 | 0.14% | 0.19% | 0.21% | Q4 2021 | Q3 2023 | 3 |
Foster Victor Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
McAlister, Sweet & Associates, Inc. | 2 | 1 | 0.18% | 0.23% | 0.28% | Q4 2021 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Schwab Charitable Fund | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.01% | 0.18% | 0.45% | Q3 2021 | Q3 2023 | 3 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q3 2019 | Q1 2020 | 3 |
MACKAY SHIELDS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Callodine Capital Management, LP | 3 | 3 | 0.32% | 0.42% | 0.49% | Q3 2019 | Q1 2020 | 3 |
Relyea Zuckerberg Hanson LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.03% | 0.06% | 0.11% | Q2 2022 | Q1 2023 | 3 |
Westchester Capital Management, LLC | 2 | 2 | 0.24% | 0.40% | 0.69% | Q2 2019 | Q3 2019 | 3 |
Resolute Wealth Strategies, LLC | 3 | 3 | 1.94% | 2.05% | 2.15% | Q1 2023 | Q3 2023 | 3 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Global Assets Advisory, LLC | 2 | 1 | 0.29% | 0.61% | 1.18% | Q2 2022 | Q3 2023 | 3 |
EWG Elevate Inc. | 2 | 1 | 0.00% | 0.23% | 0.40% | Q3 2021 | Q4 2022 | 3 |
Golden Green, Inc. | 3 | 3 | 0.67% | 0.77% | 0.86% | Q2 2022 | Q4 2022 | 3 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 3 | 3 | 0.25% | 0.94% | 1.43% | Q1 2023 | Q3 2023 | 3 |
Essex Savings Bank | 3 | 3 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q1 2022 | 3 |
PITCAIRN CO | 3 | 3 | 0.06% | 0.06% | 0.07% | Q3 2021 | Q1 2022 | 3 |
Landsberg, Bennett, & Dubbaneh LLC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2021 | 3 |
PagnatoKarp Partners LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q1 2020 | 3 |
Allred Capital Management, LLC | 1 | 1 | 0.02% | 0.06% | 0.14% | Q4 2019 | Q1 2021 | 3 |
Redmond Asset Management, LLC | 3 | 3 | 0.44% | 0.48% | 0.56% | Q1 2023 | Q3 2023 | 3 |
Trust Investment Advisors | 3 | 3 | 0.18% | 0.18% | 0.19% | Q3 2021 | Q1 2022 | 3 |
HBK Sorce Advisory LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
McAdam, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 3 |
MFA WEALTH ADVISORS, LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Waverly Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
ALTFEST L J & CO INC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
EXANE DERIVATIVES | 3 | 3 | 0.00% | 0.02% | 0.05% | Q3 2019 | Q1 2020 | 3 |
Waterloo Capital, L.P. | 3 | 3 | 0.61% | 0.63% | 0.66% | Q1 2023 | Q3 2023 | 3 |
O'Shares Investment Advisers, LLC | 3 | 3 | 0.82% | 0.96% | 1.10% | Q3 2021 | Q1 2022 | 3 |
Oak Grove Capital LLC | 3 | 3 | 0.63% | 0.67% | 0.72% | Q3 2019 | Q1 2020 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.30% | 0.35% | 0.38% | Q1 2023 | Q3 2023 | 3 |
World Asset Management Inc | 2 | 1 | 0.02% | 0.08% | 0.11% | Q3 2019 | Q3 2021 | 3 |
WOODSTOCK CORP | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q2 2023 | 3 |
First County Bank /CT/ | 3 | 3 | 0.11% | 0.13% | 0.15% | Q1 2023 | Q3 2023 | 3 |
All Terrain Financial Advisors, LLC | 2 | 1 | 0.08% | 0.09% | 0.09% | Q4 2021 | Q3 2023 | 3 |
TOTH FINANCIAL ADVISORY CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Costello Asset Management, INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 2 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2023 | 3 |
SEVEN EIGHT CAPITAL, LP | 2 | 1 | 0.32% | 0.67% | 1.15% | Q1 2022 | Q4 2022 | 3 |
Destiny Wealth Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 3 |
PFG Investments, LLC | 3 | 3 | 0.07% | 0.11% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Brandywine Global Investment Management, LLC | 3 | 3 | 0.02% | 0.05% | 0.07% | Q3 2022 | Q1 2023 | 3 |
River Street Advisors LLC | 3 | 3 | 0.27% | 0.69% | 0.97% | Q1 2023 | Q3 2023 | 3 |
SAXON INTERESTS, INC. | 2 | 1 | 0.11% | 0.13% | 0.14% | Q4 2021 | Q2 2023 | 3 |
Empire Financial Management Company, LLC | 3 | 3 | 0.25% | 0.28% | 0.33% | Q1 2023 | Q3 2023 | 3 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 3 | 3 | 0.05% | 0.08% | 0.13% | Q2 2021 | Q4 2021 | 3 |
LITTLE HOUSE CAPITAL LLC | 3 | 3 | 0.17% | 0.20% | 0.25% | Q2 2019 | Q4 2019 | 3 |
Highland Private Wealth Management | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q2 2022 | 3 |
Paragon Wealth Strategies, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 3 |
SHERBROOKE PARK ADVISERS LLC | 2 | 1 | 0.12% | 0.29% | 0.42% | Q4 2022 | Q3 2023 | 3 |
ETRADE Capital Management LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2020 | Q3 2020 | 3 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 1 | 1 | 0.03% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 3 |
55I, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Squar Milner Financial Services LLC | 2 | 1 | 0.03% | 0.09% | 0.15% | Q2 2019 | Q1 2020 | 3 |
NICOLET ADVISORY SERVICES, LLC | 3 | 3 | 0.07% | 0.09% | 0.12% | Q1 2023 | Q3 2023 | 3 |
CMH Wealth Management LLC | 3 | 3 | 1.28% | 1.38% | 1.45% | Q4 2021 | Q2 2022 | 3 |
Delta Financial Group, Inc. | 3 | 3 | 0.08% | 0.16% | 0.31% | Q1 2023 | Q3 2023 | 3 |
GARDNER LEWIS ASSET MANAGEMENT L P | 3 | 3 | 0.09% | 0.19% | 0.25% | Q1 2020 | Q3 2020 | 3 |
Sage Capital Advisors,llc | 3 | 3 | 0.67% | 0.69% | 0.70% | Q3 2019 | Q1 2020 | 3 |
Oxler Private Wealth LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 3 |
Monument Capital Management | 2 | 1 | 0.08% | 0.10% | 0.12% | Q3 2021 | Q2 2022 | 3 |
Morningstar Investment Management LLC | 3 | 3 | 0.03% | 0.05% | 0.08% | Q1 2023 | Q3 2023 | 3 |
LMG Wealth Partners, LLC | 3 | 3 | 0.15% | 0.18% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Column Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Sound View Wealth Advisors Group, LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Prana Capital Management, LP | 2 | 1 | 0.53% | 0.84% | 1.39% | Q2 2020 | Q2 2023 | 3 |
Teza Capital Management LLC | 3 | 3 | 0.04% | 0.18% | 0.45% | Q1 2023 | Q3 2023 | 3 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.06% | 0.10% | 0.16% | Q4 2021 | Q2 2023 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.17% | 0.18% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Brookfield Asset Management | 2 | 1 | 0.00% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 3 |
Buck Wealth Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
UNIVEST FINANCIAL Corp | 3 | 3 | 0.12% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Xcel Wealth Management, LLC | 3 | 3 | 0.39% | 0.46% | 0.58% | Q1 2023 | Q3 2023 | 3 |
Grey Street Capital, LLC | 3 | 3 | 0.21% | 0.22% | 0.25% | Q1 2023 | Q3 2023 | 3 |
Hudson Bay Capital Management LP | 1 | 1 | 0.02% | 0.23% | 0.60% | Q4 2021 | Q2 2023 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
JMAC ENTERPRISES LLC | 3 | 3 | 0.10% | 0.13% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Cadence Bank | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 3 |
BP PLC | 3 | 3 | 0.02% | 0.24% | 0.48% | Q4 2020 | Q2 2021 | 3 |
Alpha Financial Partners, LLC | 3 | 3 | 0.28% | 0.30% | 0.34% | Q1 2023 | Q3 2023 | 3 |
OLD SECOND NATIONAL BANK OF AURORA | 3 | 3 | 0.57% | 0.89% | 1.15% | Q1 2023 | Q3 2023 | 3 |
ENGINE NO. 1 LLC | 3 | 3 | 0.06% | 0.10% | 0.13% | Q2 2021 | Q4 2021 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.16% | 0.17% | 0.19% | Q4 2022 | Q3 2023 | 3 |
Tower View Wealth Management LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 3 |
Horizon Wealth Management, LLC | 3 | 3 | 0.11% | 0.12% | 0.14% | Q4 2021 | Q2 2022 | 3 |
Liontrust Investment Partners LLP | 3 | 3 | 0.12% | 0.14% | 0.17% | Q1 2023 | Q3 2023 | 3 |
CORNERCAP INVESTMENT COUNSEL INC | 3 | 3 | 0.14% | 0.16% | 0.18% | Q1 2022 | Q3 2022 | 3 |
Berger Financial Group, Inc | 2 | 1 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 3 |
Edge Wealth Management LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q4 2019 | 3 |
Price Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
First National Bank of South Miami | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
PACK Private Wealth, LLC | 2 | 1 | 0.16% | 0.19% | 0.21% | Q4 2021 | Q3 2023 | 3 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Parcion Private Wealth LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
MD Financial Management Inc. | 2 | 1 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q4 2021 | 3 |
Chicago Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 0.00% | 0.14% | 0.43% | Q3 2021 | Q1 2022 | 3 |
FIRST CITIZENS BANK & TRUST CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Latitude Advisors, LLC | 3 | 3 | 0.12% | 0.12% | 0.13% | Q3 2021 | Q1 2022 | 3 |
Pinkerton Retirement Specialists, LLC | 3 | 3 | 0.06% | 0.46% | 1.23% | Q2 2021 | Q4 2021 | 3 |
Flaharty Asset Management, LLC | 2 | 1 | 0.01% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 3 |
Danda Trouve Investment Management, Inc. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2020 | 3 |
CAMPBELL CAPITAL MANAGEMENT INC | 2 | 1 | 0.21% | 2.59% | 4.01% | Q4 2021 | Q1 2023 | 3 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 3 |
PEDDOCK CAPITAL ADVISORS, LLC | 3 | 3 | 0.20% | 0.21% | 0.22% | Q1 2022 | Q3 2022 | 3 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.29% | 0.87% | Q3 2019 | Q4 2022 | 3 |
SITTNER & NELSON, LLC | 3 | 3 | 0.08% | 0.11% | 0.12% | Q3 2022 | Q1 2023 | 3 |
Paragon Advisors, LLC | 3 | 3 | 0.29% | 0.49% | 0.67% | Q4 2022 | Q2 2023 | 3 |
Wealth Quarterback LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2021 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q4 2019 | Q2 2020 | 3 |
DF DENT & CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
GraniteShares Advisors LLC | 2 | 1 | 0.27% | 0.53% | 1.04% | Q4 2022 | Q3 2023 | 3 |
Bouchey Financial Group Ltd | 2 | 1 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 3 |
WADDELL & ASSOCIATES, LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Tuscan Ridge Asset Management LLC | 2 | 2 | 0.15% | 0.25% | 0.40% | Q3 2019 | Q4 2019 | 3 |
Parametrica Management Ltd | 3 | 3 | 0.94% | 1.22% | 1.71% | Q1 2022 | Q3 2022 | 3 |
Atlas Private Wealth Advisors | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
METROPOLITAN LIFE INSURANCE CO/NY | 2 | 1 | 0.08% | 0.11% | 0.16% | Q3 2021 | Q3 2023 | 3 |
DOHENY ASSET MANAGEMENT /CA | 3 | 3 | 0.14% | 0.15% | 0.16% | Q3 2021 | Q1 2022 | 3 |
Bigelow Investment Advisors, LLC | 3 | 3 | 0.14% | 0.16% | 0.18% | Q1 2023 | Q3 2023 | 3 |
FormulaFolio Investments, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Glen Harbor Capital Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
New England Research & Management, Inc. | 2 | 2 | 0.36% | 0.40% | 0.45% | Q1 2022 | Q2 2022 | 2 |
Americana Partners, LLC | 1 | 1 | 0.03% | 0.07% | 0.12% | Q4 2019 | Q2 2023 | 2 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 2 | 2 | 0.00% | 0.06% | 0.11% | Q3 2019 | Q4 2019 | 2 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Versor Investments LP | 1 | 1 | 0.03% | 0.05% | 0.06% | Q4 2019 | Q4 2020 | 2 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.01% | 0.21% | 0.41% | Q1 2020 | Q4 2022 | 2 |
Halpern Financial, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Legacy Advisors, LLC | 2 | 2 | 0.15% | 0.17% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Knuff & Co LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
LOEWS CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
FOSTER DYKEMA CABOT & CO INC/MA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
VISTA CAPITAL PARTNERS, INC. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
IRIDIAN ASSET MANAGEMENT LLC/CT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 2 |
GQ Asset Management, LLC | 2 | 2 | 0.21% | 0.32% | 0.44% | Q4 2019 | Q1 2020 | 2 |
PALLADIUM PARTNERS LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.68% | 0.92% | 1.17% | Q2 2022 | Q2 2023 | 2 |
Soros Fund Management | 2 | 2 | 0.14% | 0.17% | 0.19% | Q3 2019 | Q4 2019 | 2 |
CHILTON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Oxinas Partners Wealth Management LLC | 2 | 2 | 0.52% | 0.54% | 0.56% | Q3 2021 | Q4 2021 | 2 |
Kensington Investment Counsel, LLC | 2 | 2 | 0.32% | 0.35% | 0.38% | Q2 2023 | Q3 2023 | 2 |
Country Club Trust Company, n.a. | 2 | 2 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q4 2021 | 2 |
Nauset Wealth Management. LLC | 2 | 2 | 4.91% | 5.48% | 6.05% | Q4 2021 | Q1 2022 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q4 2020 | 2 |
New Hampshire Trust | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q1 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
LOWERY THOMAS, LLC | 2 | 2 | 0.20% | 0.21% | 0.22% | Q1 2022 | Q2 2022 | 2 |
Verum Partners LLC | 2 | 2 | 0.14% | 0.16% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Hudson Way Capital Management LLC | 2 | 2 | 0.23% | 1.18% | 2.13% | Q3 2019 | Q4 2019 | 2 |
Q Global Advisors, LLC | 2 | 2 | 5.87% | 6.14% | 6.40% | Q1 2023 | Q2 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
PENN DAVIS MCFARLAND INC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q2 2021 | 2 |
Pacer Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 2 |
Pensionfund DSM Netherlands | 2 | 2 | 0.16% | 0.16% | 0.16% | Q3 2021 | Q4 2021 | 2 |
HORIZON BANCORP INC /IN/ | 2 | 2 | 0.01% | 0.06% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Kamunting Street Capital Management, L.P. | 1 | 1 | 0.92% | 1.84% | 2.76% | Q3 2022 | Q2 2023 | 2 |
Ameritas Investment Partners, Inc. | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Point72 Hong Kong Ltd | 1 | 1 | 0.01% | 0.05% | 0.09% | Q3 2021 | Q1 2022 | 2 |
Private Advisory Group LLC | 1 | 1 | 0.04% | 0.10% | 0.16% | Q4 2021 | Q3 2023 | 2 |
FORVIS Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Stokes Family Office, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Meadow Creek Investment Management LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Black Diamond Financial, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q3 2023 | 2 |
Capula Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 2 |
Palisade Asset Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
Locust Wood Capital Advisers | 2 | 2 | 1.59% | 2.01% | 2.44% | Q3 2020 | Q4 2020 | 2 |
BlueMar Capital Management, LLC | 1 | 1 | 0.79% | 1.92% | 3.04% | Q1 2020 | Q4 2020 | 2 |
GAGNON SECURITIES LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
DELPHI MANAGEMENT INC /MA/ | 2 | 2 | 0.91% | 0.92% | 0.93% | Q1 2021 | Q2 2021 | 2 |
Virtus ETF Advisers LLC | 2 | 2 | 0.23% | 0.23% | 0.23% | Q2 2022 | Q3 2022 | 2 |
West Branch Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Pinion Investment Advisors, LLC | 2 | 2 | 0.47% | 0.50% | 0.54% | Q1 2021 | Q2 2021 | 2 |
Seven Post Investment Office LP | 2 | 2 | 0.24% | 0.27% | 0.29% | Q4 2022 | Q1 2023 | 2 |
CSS LLC/IL | 1 | 1 | 0.01% | 0.06% | 0.10% | Q3 2021 | Q3 2021 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Kiwi Wealth Investments Limited Partnership | 2 | 2 | 0.02% | 0.05% | 0.08% | Q3 2021 | Q4 2021 | 2 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.03% | 0.06% | 0.09% | Q1 2020 | Q2 2023 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q1 2021 | 2 |
READYSTATE ASSET MANAGEMENT LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 2 |
Itau Unibanco Holding S.A. | 2 | 2 | 0.05% | 0.23% | 0.40% | Q2 2022 | Q3 2022 | 2 |
Arlington Financial Advisors, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2021 | Q3 2021 | 2 |
CSat Investment Advisory, L.P. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Kimelman & Baird, LLC | 1 | 1 | 2.24% | 2.66% | 3.09% | Q3 2019 | Q2 2021 | 2 |
Guild Investment Management, Inc. | 2 | 2 | 2.78% | 2.81% | 2.84% | Q3 2019 | Q4 2019 | 2 |
LS Investment Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Vienna Asset Management LLC | 1 | 1 | 0.25% | 0.36% | 0.46% | Q1 2022 | Q3 2022 | 2 |
TIVERTON ASSET MANAGEMENT LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2019 | Q3 2019 | 2 |
Legacy Capital Wealth Partners, LLC | 2 | 2 | 0.80% | 1.48% | 2.16% | Q2 2023 | Q3 2023 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.01% | 0.07% | 0.14% | Q4 2022 | Q1 2023 | 2 |
Altshuler Shaham Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
AdvisorShares Investments LLC | 1 | 1 | 0.22% | 0.26% | 0.29% | Q2 2021 | Q4 2021 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Corton Capital Inc. | 2 | 2 | 0.21% | 0.28% | 0.35% | Q2 2022 | Q3 2022 | 2 |
Financial Gravity Asset Management, Inc. | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Fiduciary Trust Co International of Pennsylvania | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Canvas Wealth Advisors, LLC | 2 | 2 | 0.16% | 0.20% | 0.24% | Q1 2022 | Q2 2022 | 2 |
Act Two Investors LLC | 2 | 2 | 1.16% | 1.28% | 1.40% | Q2 2023 | Q3 2023 | 2 |
SANDLER CAPITAL MANAGEMENT | 2 | 2 | 0.69% | 0.75% | 0.81% | Q1 2022 | Q2 2022 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.19% | 0.20% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Beaird Harris Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
COLLECTIVE FAMILY OFFICE LLC | 2 | 2 | 0.09% | 0.15% | 0.22% | Q3 2022 | Q4 2022 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.84% | 0.93% | 1.03% | Q1 2022 | Q2 2022 | 2 |
GUARDIAN INVESTMENT MANAGEMENT | 2 | 2 | 7.13% | 7.30% | 7.47% | Q3 2021 | Q4 2021 | 2 |
Wellesley Investment Partners, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2019 | Q4 2019 | 2 |
FRANKLIN STREET ADVISORS INC /NC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q4 2020 | 2 |
CHASE INVESTMENT COUNSEL CORP | 2 | 2 | 0.22% | 0.22% | 0.23% | Q3 2019 | Q4 2019 | 2 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q2 2022 | 2 |
MATHER GROUP, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Requisite Capital Management, LLC | 2 | 2 | 0.54% | 0.54% | 0.54% | Q3 2019 | Q4 2019 | 2 |
WHITENER CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.10% | 0.10% | 0.11% | Q3 2019 | Q4 2019 | 2 |
D1 Capital Partners L.P. | 2 | 2 | 0.38% | 0.54% | 0.70% | Q4 2020 | Q1 2021 | 2 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2019 | Q4 2019 | 2 |
180 WEALTH ADVISORS, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q3 2019 | Q4 2019 | 2 |
American Trust | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Wealthstar Advisors, LLC | 1 | 1 | 0.19% | 0.56% | 0.93% | Q3 2021 | Q3 2023 | 2 |
LFA - Lugano Financial Advisors SA | 2 | 2 | 0.18% | 0.22% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Crumly & Associates Inc. | 2 | 2 | 0.18% | 0.20% | 0.21% | Q2 2020 | Q3 2020 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
United American Securities Inc. (d/b/a UAS Asset Management) | 1 | 1 | 0.96% | 1.06% | 1.15% | Q1 2023 | Q3 2023 | 2 |
JUMP TRADING, LLC | 2 | 2 | 0.17% | 0.38% | 0.59% | Q1 2020 | Q2 2020 | 2 |
GREENLEAF TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Eaton Financial Holdings Company, LLC | 1 | 1 | 0.15% | 0.25% | 0.35% | Q4 2022 | Q3 2023 | 2 |
Land & Buildings Investment Management | 2 | 2 | 1.75% | 1.97% | 2.18% | Q4 2021 | Q1 2022 | 2 |
Syntegra Private Wealth Group, LLC | 2 | 2 | 0.31% | 0.43% | 0.56% | Q2 2023 | Q3 2023 | 2 |
Fortune Financial Advisors, LLC | 2 | 2 | 1.62% | 1.79% | 1.96% | Q2 2023 | Q3 2023 | 2 |
PEOPLES BANK /OH | 2 | 2 | 0.11% | 0.11% | 0.12% | Q4 2021 | Q1 2022 | 2 |
AIRE ADVISORS, LLC | 1 | 1 | 0.06% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.14% | 0.22% | 0.31% | Q1 2023 | Q2 2023 | 2 |
WASHINGTON TRUST BANK | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Telemark Asset Management, LLC | 1 | 1 | 0.98% | 2.02% | 3.06% | Q3 2019 | Q3 2023 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Delphia (USA) Inc. | 2 | 2 | 0.21% | 0.27% | 0.33% | Q2 2022 | Q3 2022 | 2 |
DUALITY ADVISERS, LP | 1 | 1 | 0.16% | 0.19% | 0.21% | Q4 2022 | Q2 2023 | 2 |
WINTON GROUP Ltd | 1 | 1 | 0.02% | 0.06% | 0.10% | Q2 2020 | Q4 2020 | 2 |
Advisor Group, Inc. | 2 | 2 | 0.08% | 0.08% | 0.09% | Q3 2019 | Q4 2019 | 2 |
tru Independence LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q2 2020 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.62% | 0.64% | 0.66% | Q2 2023 | Q3 2023 | 2 |
Hunting Hill Global Capital, LLC | 2 | 2 | 0.44% | 0.55% | 0.65% | Q2 2023 | Q3 2023 | 2 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.18% | 0.24% | 0.31% | Q2 2021 | Q1 2022 | 2 |
Resolute Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
ADVOCATE GROUP LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q3 2022 | 2 |
PHH Investments, Ltd. | 2 | 2 | 0.07% | 0.07% | 0.08% | Q3 2019 | Q4 2019 | 2 |
First Command Bank | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2022 | 2 |
TWIN CAPITAL MANAGEMENT INC | 2 | 2 | 0.18% | 0.20% | 0.22% | Q1 2022 | Q2 2022 | 2 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 0.04% | 0.21% | 0.39% | Q3 2019 | Q3 2019 | 2 |
LEO BROKERAGE, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q2 2023 | 2 |
OneAscent Wealth Management LLC | 2 | 2 | 0.32% | 0.52% | 0.72% | Q4 2021 | Q1 2022 | 2 |
AGF MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 2 |
OXFORD FINANCIAL GROUP, LTD. LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Kalos Management, Inc. | 2 | 2 | 0.18% | 0.18% | 0.18% | Q3 2021 | Q4 2021 | 2 |
Davis Capital Management | 2 | 2 | 0.08% | 0.08% | 0.09% | Q1 2020 | Q2 2020 | 2 |
Ulland Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Members Advisory Group LLC | 2 | 2 | 0.22% | 0.26% | 0.29% | Q2 2023 | Q3 2023 | 2 |
Lombard Odier Asset Management (Europe) Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2020 | 2 |
BlueCrest Capital Management Ltd | 2 | 2 | 0.02% | 0.06% | 0.11% | Q3 2021 | Q4 2021 | 2 |
ING GROEP NV | 1 | 1 | 0.07% | 0.08% | 0.08% | Q2 2022 | Q3 2023 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 1.47% | 1.58% | 1.70% | Q2 2021 | Q3 2021 | 2 |
GREAT LAKES ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Bison Wealth, LLC | 2 | 2 | 0.24% | 0.26% | 0.28% | Q2 2023 | Q3 2023 | 2 |
Manning & Napier Group, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Eagle Ridge Investment Management | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q4 2019 | 2 |
Miura Global Management | 2 | 2 | 1.06% | 1.28% | 1.49% | Q4 2019 | Q1 2020 | 2 |
SHEPHERD KAPLAN KROCHUK, LLC | 2 | 2 | 0.95% | 1.01% | 1.06% | Q2 2023 | Q3 2023 | 2 |
NexWave Capital Partners LLC | 2 | 2 | 0.87% | 0.87% | 0.87% | Q3 2021 | Q4 2021 | 2 |
PALISADE CAPITAL MANAGEMENT, LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Avion Wealth | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Grant Street Asset Management, Inc. | 2 | 2 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q1 2021 | 2 |
Bridgecreek Investment Management, LLC | 2 | 2 | 1.62% | 1.63% | 1.63% | Q3 2019 | Q4 2019 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Capstone Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2021 | 2 |
Slagle Financial, LLC | 2 | 2 | 1.51% | 1.64% | 1.78% | Q2 2023 | Q3 2023 | 2 |
Legacy Wealth Planning, LLC | 2 | 2 | 0.26% | 0.29% | 0.31% | Q2 2021 | Q3 2021 | 2 |
Ulysses Management LLC | 2 | 2 | 0.20% | 0.44% | 0.68% | Q3 2019 | Q4 2019 | 2 |
Point72 Middle East FZE | 1 | 1 | 0.11% | 0.22% | 0.34% | Q4 2022 | Q2 2023 | 2 |
GSB Wealth Management, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Cunning Capital Partners, LP | 2 | 2 | 2.71% | 2.92% | 3.12% | Q3 2021 | Q4 2021 | 2 |
HOWARD CAPITAL MANAGEMENT | 2 | 2 | 2.25% | 2.38% | 2.51% | Q3 2020 | Q4 2020 | 2 |
Claybrook Capital, LLC | 2 | 2 | 0.75% | 0.82% | 0.89% | Q3 2019 | Q4 2019 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
MERITAGE PORTFOLIO MANAGEMENT | 2 | 2 | 0.66% | 0.91% | 1.16% | Q1 2022 | Q2 2022 | 2 |
Flinton Capital Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Park Edge Advisors, LLC | 2 | 2 | 0.22% | 0.22% | 0.23% | Q4 2022 | Q1 2023 | 2 |
CHIRON CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.18% | 0.19% | 0.21% | Q1 2023 | Q2 2023 | 2 |
MYCIO WEALTH PARTNERS, LLC | 2 | 2 | 0.06% | 0.08% | 0.10% | Q3 2019 | Q4 2019 | 2 |
Covenant Multifamily Offices, LLC | 2 | 2 | 0.13% | 0.14% | 0.16% | Q2 2021 | Q3 2021 | 2 |
Quantinno Capital Management LP | 2 | 2 | 0.02% | 0.03% | 0.05% | Q2 2023 | Q3 2023 | 2 |
CM WEALTH ADVISORS LLC | 2 | 2 | 0.18% | 0.33% | 0.48% | Q1 2023 | Q2 2023 | 2 |
Symmetry Investments LP | 2 | 2 | 0.42% | 0.71% | 1.00% | Q4 2022 | Q1 2023 | 2 |
Bank OZK | 2 | 2 | 0.17% | 0.36% | 0.56% | Q2 2023 | Q3 2023 | 2 |
Pensionmark Financial Group, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q3 2019 | Q4 2019 | 2 |
Wealth Dimensions Group, Ltd. | 2 | 2 | 0.11% | 0.12% | 0.13% | Q3 2021 | Q4 2021 | 2 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q1 2022 | 2 |
OPSEU Pension Plan Trust Fund | 2 | 2 | 0.26% | 0.28% | 0.30% | Q2 2020 | Q3 2020 | 2 |
Stephens Consulting, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
PHILADELPHIA TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 2 |
Greenland Capital Management LP | 2 | 2 | 0.02% | 0.19% | 0.35% | Q2 2023 | Q3 2023 | 2 |
Leucadia National | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.16% | 0.34% | 0.53% | Q3 2019 | Q1 2020 | 2 |
KARLINSKI ANDREW C | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Callan Family Office, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Trifecta Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
TCG Advisors, LP | 2 | 2 | 0.21% | 0.22% | 0.23% | Q3 2019 | Q4 2019 | 2 |
Allegheny Financial Group LTD | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2021 | Q1 2022 | 2 |
Quintet Private Bank (Europe) S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Channing Capital Management, LLC | 2 | 2 | 0.21% | 0.21% | 0.21% | Q1 2020 | Q2 2020 | 2 |
Relative Value Partners Group, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q4 2022 | 2 |
Capital Wealth Planning, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Blue Chip Wealth Management, Inc. | 2 | 2 | 0.25% | 0.32% | 0.38% | Q2 2020 | Q3 2020 | 2 |
AXQ CAPITAL, LP | 1 | 1 | 0.58% | 0.62% | 0.66% | Q4 2022 | Q3 2023 | 2 |
Ironwood Financial, llc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Czech National Bank | 2 | 2 | 0.21% | 0.22% | 0.23% | Q3 2023 | Q4 2023 | 2 |
Armstrong, Fleming & Moore, Inc | 2 | 2 | 0.26% | 0.28% | 0.31% | Q2 2023 | Q3 2023 | 2 |
Benson Investment Management Company, Inc. | 2 | 2 | 2.46% | 2.50% | 2.53% | Q3 2019 | Q4 2019 | 2 |
DELTEC ASSET MANAGEMENT LLC | 1 | 1 | 0.12% | 0.23% | 0.34% | Q1 2022 | Q4 2022 | 2 |
CPWM, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q4 2019 | 2 |
Bordeaux Wealth Advisors LLC | 2 | 2 | 0.09% | 0.10% | 0.12% | Q4 2021 | Q1 2022 | 2 |
SHINE INVESTMENT ADVISORY SERVICES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
SAMLYN CAPITAL, LLC | 2 | 2 | 1.20% | 1.64% | 2.07% | Q1 2022 | Q2 2022 | 2 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
RNC CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2021 | 2 |
CLEAR STREET LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 2 |
SeaTown Holdings Pte. Ltd. | 1 | 1 | 0.41% | 0.98% | 1.54% | Q2 2020 | Q3 2021 | 2 |
Ergoteles LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
TFB Advisors LLC | 2 | 2 | 0.14% | 0.31% | 0.48% | Q2 2023 | Q3 2023 | 2 |
Islet Management, LP | 2 | 2 | 0.52% | 0.76% | 1.00% | Q4 2019 | Q1 2020 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Shamrock Asset Management LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2019 | Q3 2019 | 2 |
AQR Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Pine Valley Investments Ltd Liability Co | 2 | 2 | 0.11% | 0.17% | 0.22% | Q2 2023 | Q3 2023 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q2 2021 | 2 |
GRAYBILL WEALTH MANAGEMENT, LTD. | 2 | 2 | 0.15% | 0.15% | 0.16% | Q3 2019 | Q4 2019 | 2 |
Enterprise Bank & Trust Co | 2 | 2 | 0.18% | 0.21% | 0.23% | Q2 2023 | Q3 2023 | 2 |
LEE DANNER & BASS INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
JOYN Advisors, Inc. | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2019 | Q4 2019 | 2 |
Philadelphia Financial Management of San Francisco, LLC | 1 | 1 | 1.97% | 3.13% | 4.28% | Q1 2020 | Q2 2023 | 2 |
Elkfork Partners LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q3 2019 | 2 |
Jackson Hole Capital Partners, LLC | 2 | 2 | 0.07% | 0.14% | 0.22% | Q4 2022 | Q1 2023 | 2 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 2 |
AFFINITY WEALTH MANAGEMENT LLC | 2 | 2 | 0.36% | 0.45% | 0.53% | Q3 2019 | Q4 2019 | 2 |
Cynosure Group, LLC | 1 | 1 | 0.28% | 0.97% | 1.66% | Q1 2020 | Q2 2022 | 2 |
Brand Asset Management Group, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q4 2019 | 2 |
CTC LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
IAG Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
CNA FINANCIAL CORP | 2 | 2 | 0.93% | 0.97% | 1.00% | Q3 2019 | Q4 2019 | 2 |
Greenfield Savings Bank | 2 | 2 | 0.35% | 0.35% | 0.35% | Q2 2022 | Q3 2022 | 2 |
Quadrature Capital Ltd | 2 | 2 | 0.23% | 0.50% | 0.77% | Q4 2022 | Q1 2023 | 2 |
TCWP LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
MWA Asset Management | 1 | 1 | 1.56% | 1.56% | 1.56% | Q3 2023 | Q3 2023 | 1 |
ISTHMUS PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Braun-Bostich & Associates Inc. | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2023 | Q3 2023 | 1 |
ABNER HERRMAN & BROCK LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Syverson Strege & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
CHARTER RESEARCH & INVESTMENT GROUP, INC. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2021 | Q3 2021 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
DENDUR CAPITAL LP | 1 | 1 | 9.77% | 9.77% | 9.77% | Q4 2019 | Q4 2019 | 1 |
VICUS CAPITAL | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Winthrop Advisory Group LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
GW&K Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Owl Creek Asset Management, L.P. | 1 | 1 | 5.41% | 5.41% | 5.41% | Q4 2022 | Q4 2022 | 1 |
Koss-Olinger Consulting, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
DC Investments Management, LLC | 1 | 1 | 1.84% | 1.84% | 1.84% | Q3 2021 | Q3 2021 | 1 |
ODonnell Financial Services, LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2021 | Q3 2021 | 1 |
Ghisallo Capital Management LLC | 1 | 1 | 1.60% | 1.60% | 1.60% | Q4 2021 | Q4 2021 | 1 |
WILLNER & HELLER, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2022 | Q4 2022 | 1 |
ABSHER WEALTH MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
NORTHSTAR INVESTMENT ADVISORS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Apollo Management Holdings, L.P. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2022 | Q4 2022 | 1 |
Morningstar Investment Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Manteio Capital LLC | 1 | 1 | 1.80% | 1.80% | 1.80% | Q4 2021 | Q4 2021 | 1 |
SUNTRUST BANKS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2021 | Q4 2021 | 1 |
FIRST NATIONAL BANK OF OMAHA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Jessup Wealth Management, Inc | 1 | 1 | 3.22% | 3.22% | 3.22% | Q3 2023 | Q3 2023 | 1 |
Astrantus Ltd | 1 | 1 | 0.58% | 0.58% | 0.58% | Q1 2022 | Q1 2022 | 1 |
Advisor Resource Council | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Centennial Wealth Advisory LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Glacier Peak Capital LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q2 2019 | Q2 2019 | 1 |
Aperio Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.69% | 0.69% | 0.69% | Q2 2023 | Q2 2023 | 1 |
SMITH ASSET MANAGEMENT GROUP LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Addison Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COASTAL INVESTMENT MANAGEMENT, L.P. | 1 | 1 | 15.78% | 15.78% | 15.78% | Q4 2019 | Q4 2019 | 1 |
High Falls Advisors, Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Angeles Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Olympiad Research LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Human Investing LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Regency Capital Management Inc.\DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
NBT BANK N A /NY | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2020 | Q1 2020 | 1 |
Corvex Management LP | 1 | 1 | 1.21% | 1.21% | 1.21% | Q3 2019 | Q3 2019 | 1 |
Retirement Systems of Alabama | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
TRILLIUM ASSET MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Capital One Investing, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2022 | Q3 2022 | 1 |
HWG Holdings LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Ilmarinen Mutual Pension Insurance Co | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
BELLEVUE ASSET MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Kampmann Melissa S. | 1 | 1 | 2.23% | 2.23% | 2.23% | Q3 2023 | Q3 2023 | 1 |
Brown Shipley& Co Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Diversified, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
AMJ Financial Wealth Management | 1 | 1 | 2.83% | 2.83% | 2.83% | Q4 2019 | Q4 2019 | 1 |
JSF Financial, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
AMERICAN INTERNATIONAL GROUP, INC. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Berry Street Capital Management LLP | 1 | 1 | 1.53% | 1.53% | 1.53% | Q4 2022 | Q4 2022 | 1 |
MENDON CAPITAL ADVISORS CORP | 1 | 1 | 0.89% | 0.89% | 0.89% | Q3 2019 | Q3 2019 | 1 |
Sicart Associates LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2019 | Q3 2019 | 1 |
Machina Capital S.A.S. | 1 | 1 | 1.03% | 1.03% | 1.03% | Q2 2021 | Q2 2021 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 1.16% | 1.16% | 1.16% | Q1 2021 | Q1 2021 | 1 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CIBC BANK USA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Parkside Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2023 | Q4 2023 | 1 |
W ADVISORS, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Lauterbach Financial Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Railway Pension Investments Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Pinnacle Advisory Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Junto Capital Management LP | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2020 | Q4 2020 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 1.62% | 1.62% | 1.62% | Q2 2023 | Q2 2023 | 1 |
Kentucky Retirement Systems Insurance Trust Fund | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Estabrook Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FIDUCIENT ADVISORS LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
Avalon Investment & Advisory | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2021 | Q3 2021 | 1 |
Louisiana State Employees Retirement System | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
AM Squared Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
HORIZON FINANCIAL SERVICES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Smallwood Wealth Investment Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
LifeSteps Financial, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Blue Investment Partners LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Cerebellum GP, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2020 | Q3 2020 | 1 |
Oribel Capital Management, LP | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2020 | Q1 2020 | 1 |
VIKING GLOBAL INVESTORS LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2022 | Q1 2022 | 1 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
MYDA Advisors LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2020 | Q1 2020 | 1 |
Barber Financial Group, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Raffles Associates | 1 | 1 | 0.87% | 0.87% | 0.87% | Q4 2022 | Q4 2022 | 1 |
XTX MARKETS LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2020 | Q4 2020 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2022 | Q2 2022 | 1 |
SECURIAN ASSET MANAGEMENT, INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Parsec Financial Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
NAVELLIER & ASSOCIATES INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Draper Asset Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2022 | Q1 2022 | 1 |
PIONEER TRUST BANK N A/OR | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
NOVARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
American Trust Investment Advisors, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2019 | Q3 2019 | 1 |
Retirement Investment Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Alyeska Investment Group, L.P. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q2 2023 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Annapolis Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
TCG Advisory Services, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
ROMAN BUTLER FULLERTON & CO | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
CASTLEARK MANAGEMENT LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q3 2019 | Q3 2019 | 1 |
Weil Company, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Nadler Financial Group, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Private Wealth, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Concentric Capital Strategies, LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Texas Capital Bank Wealth Management Services Inc | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2020 | Q3 2020 | 1 |
MOODY ALDRICH PARTNERS LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Community Financial Services Group, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Retireful, LLC | 1 | 1 | 1.95% | 1.95% | 1.95% | Q3 2023 | Q3 2023 | 1 |
Circle Wealth Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2020 | Q1 2020 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
EA Series Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Unison Asset Management LLC | 1 | 1 | 1.58% | 1.58% | 1.58% | Q4 2020 | Q4 2020 | 1 |
DODGE & COX | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
STANSBERRY ASSET MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Roble, Belko & Company, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Delta Investment Management, LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q3 2019 | Q3 2019 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Royal Harbor Partners, LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q1 2022 | Q1 2022 | 1 |
Great Point Wealth Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
EMINENCE CAPITAL, LP | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2022 | Q4 2022 | 1 |
BUILDER INVESTMENT GROUP INC /ADV | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2022 | Q1 2022 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
York Capital Management Global Advisors, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2021 | Q2 2021 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.59% | 0.59% | 0.59% | Q1 2021 | Q1 2021 | 1 |
IFG Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Guidant Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Prossimo Advisors, LLC | 1 | 1 | 1.57% | 1.57% | 1.57% | Q4 2022 | Q4 2022 | 1 |
Neo Ivy Capital Management | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2022 | Q2 2022 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2022 | Q1 2022 | 1 |
WILLIAMS JONES & ASSOCIATES LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q2 2019 | Q2 2019 | 1 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Oak Thistle LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2021 | Q4 2021 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
EVERENCE CAPITAL MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
VeraBank, N.A. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Golden State Equity Partners | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 2.06% | 2.06% | 2.06% | Q3 2023 | Q3 2023 | 1 |
Legacy Capital Group California, Inc. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
MADISON WEALTH MANAGEMENT | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
SageGuard Financial Group, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2021 | Q2 2021 | 1 |
BAR HARBOR TRUST SERVICES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Telemetry Investments, L.L.C. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2022 | Q3 2022 | 1 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2020 | Q2 2020 | 1 |
LEE JOHNSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2021 | Q4 2021 | 1 |
Chescapmanager LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
Watson Rebecca | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
V-Square Quantitative Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Fulcrum Capital LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2023 | Q3 2023 | 1 |
Corundum Group, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 1.57% | 1.57% | 1.57% | Q3 2021 | Q3 2021 | 1 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2020 | Q2 2020 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
P SCHOENFELD ASSET MANAGEMENT LP | 1 | 1 | 0.84% | 0.84% | 0.84% | Q4 2022 | Q4 2022 | 1 |
Apriem Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Sage Investment Advisers LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2023 | Q1 2023 | 1 |
NinePointTwo Capital LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
WEST MICHIGAN ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
BB&T SECURITIES, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Regal Partners Ltd | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2023 | Q1 2023 | 1 |
Fortis Capital Management LLC | 1 | 1 | 1.45% | 1.45% | 1.45% | Q3 2020 | Q3 2020 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Formidable Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
UNITED MARITIME CAPITAL LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2020 | Q4 2020 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2022 | Q4 2022 | 1 |
MUFG Securities EMEA plc | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2021 | Q4 2021 | 1 |
DSC Advisors, L.P. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Paragon Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Summit Financial Wealth Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Aperture Investors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
G2 CAPITAL MANAGEMENT, LLC / OH | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
DOLIVER ADVISORS, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
L2 Asset Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
BHK Investment Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2019 | Q3 2019 | 1 |
Eschler Asset Management LLP | 1 | 1 | 0.75% | 0.75% | 0.75% | Q2 2023 | Q2 2023 | 1 |
Kellett Wealth Advisors, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
LGL PARTNERS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Landmark Financial Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
DoubleLine ETF Adviser LP | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Portside Wealth Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
PARK PRESIDIO CAPITAL LLC | 1 | 1 | 4.12% | 4.12% | 4.12% | Q2 2020 | Q2 2020 | 1 |
TEXAS PERMANENT SCHOOL FUND CORP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Norinchukin Bank, The | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2022 | Q2 2022 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2021 | Q4 2021 | 1 |
Pelham Capital Ltd. | 1 | 1 | 4.84% | 4.84% | 4.84% | Q4 2022 | Q4 2022 | 1 |
25 LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 1.68% | 1.68% | 1.68% | Q3 2023 | Q3 2023 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Desjardins Global Asset Management Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Sustainable Insight Capital Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2022 | Q2 2022 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Pinnacle Family Advisors, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2021 | Q3 2021 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Newbrook Capital Advisors LP | 1 | 1 | 1.36% | 1.36% | 1.36% | Q4 2021 | Q4 2021 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Tandem Investment Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Edgestream Partners, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
HC Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q1 2021 | 1 |
BRR OpCo, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
Creative Capital Management Investments LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Kula Investments, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Origin Asset Management LLP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
RBA Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Anson Funds Management LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2022 | Q3 2022 | 1 |
CUTLER INVESTMENT COUNSEL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
DOVER ADVISORS, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Columbia Asset Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2019 | Q3 2019 | 1 |
Full18 Capital LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q1 2022 | Q1 2022 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Deer Park Road Corp | 1 | 1 | 1.08% | 1.08% | 1.08% | Q3 2022 | Q3 2022 | 1 |
Algebris (UK) Ltd | 1 | 1 | 2.12% | 2.12% | 2.12% | Q4 2022 | Q4 2022 | 1 |
Family CFO Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Aprio Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Kentucky Retirement Systems | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Landmark Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Baader Bank Aktiengesellschaft | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
KLINGENSTEIN FIELDS & CO LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SENTRY INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
West Tower Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Pershing Square Capital Management | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2020 | Q1 2020 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Insight Inv LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
KEYSTONE INVESTORS PTE LTD | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
CARLSON CAPITAL L P | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Cannon Global Investment Management, LLC | 1 | 1 | 3.10% | 3.10% | 3.10% | Q1 2021 | Q1 2021 | 1 |
Beck Bode, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q2 2022 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Wakefield Asset Management LLLP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2022 | Q4 2022 | 1 |
Credit Capital Investments LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2023 | Q2 2023 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Boulder Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
PROFESSIONAL PLANNING | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
Rovida Advisors Inc. | 1 | 1 | 2.56% | 2.56% | 2.56% | Q4 2022 | Q4 2022 | 1 |
Summit Global Investments | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Samjo Capital LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 1.43% | 1.43% | 1.43% | Q1 2020 | Q1 2020 | 1 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Cassia Capital Partners, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2021 | Q3 2021 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
State of Tennessee, Treasury Department | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
HELIOS CAPITAL MANAGEMENT PTE. LTD | 1 | 1 | 2.81% | 2.81% | 2.81% | Q4 2021 | Q4 2021 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Johnson Midwest Financial, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2021 | Q3 2021 | 1 |
Gladius Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Beacon Harbor Wealth Advisors, Inc. | 1 | 1 | 1.56% | 1.56% | 1.56% | Q4 2020 | Q4 2020 | 1 |
COWA, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
STABLEFORD CAPITAL II LLC | 1 | 1 | 1.11% | 1.11% | 1.11% | Q1 2020 | Q1 2020 | 1 |
External links
This page lists all the filers that currently own BLACKSTONE INC or have owned BLACKSTONE INC in the past.