Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
HSBC HOLDINGS PLC | 22 | 22 | 0.00% | 0.15% | 0.79% | Q2 2018 | Q3 2023 | 72 |
BNP PARIBAS FINANCIAL MARKETS | 22 | 22 | 0.04% | 0.26% | 0.80% | Q2 2018 | Q3 2023 | 66 |
MILLENNIUM MANAGEMENT LLC | 22 | 22 | 0.00% | 0.11% | 0.41% | Q2 2018 | Q3 2023 | 66 |
CITIGROUP INC | 22 | 22 | 0.00% | 0.12% | 0.58% | Q2 2018 | Q3 2023 | 66 |
GOLDMAN SACHS GROUP INC | 22 | 22 | 0.00% | 0.07% | 0.40% | Q2 2018 | Q3 2023 | 66 |
Citadel Advisors | 22 | 22 | 0.00% | 0.11% | 0.23% | Q2 2018 | Q3 2023 | 66 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.15% | 0.76% | Q2 2018 | Q3 2023 | 66 |
UBS Group AG | 22 | 22 | 0.00% | 0.15% | 0.66% | Q2 2018 | Q3 2023 | 65 |
D. E. Shaw & Co., Inc. | 22 | 22 | 0.00% | 0.07% | 0.28% | Q2 2018 | Q3 2023 | 65 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22 | 22 | 0.01% | 0.11% | 0.36% | Q2 2018 | Q3 2023 | 65 |
Parallax Volatility Advisers, L.P. | 22 | 22 | 0.00% | 0.12% | 0.32% | Q2 2018 | Q3 2023 | 63 |
CAPSTONE INVESTMENT ADVISORS, LLC | 22 | 22 | 0.00% | 0.14% | 0.63% | Q2 2018 | Q3 2023 | 61 |
WOLVERINE TRADING, LLC | 18 | 2 | 0.00% | 0.12% | 0.26% | Q3 2018 | Q3 2023 | 60 |
BARCLAYS PLC | 22 | 22 | 0.00% | 0.12% | 0.94% | Q2 2018 | Q3 2023 | 59 |
TWO SIGMA SECURITIES, LLC | 16 | 5 | 0.00% | 0.09% | 0.38% | Q2 2018 | Q3 2023 | 58 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.10% | 0.39% | Q2 2018 | Q3 2023 | 57 |
Walleye Trading LLC | 22 | 22 | 0.01% | 0.11% | 0.29% | Q2 2018 | Q3 2023 | 57 |
JANE STREET GROUP, LLC | 22 | 22 | 0.00% | 0.07% | 0.22% | Q2 2018 | Q3 2023 | 54 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.21% | 0.69% | Q3 2018 | Q3 2023 | 53 |
Centiva Capital, LP | 17 | 3 | 0.00% | 0.19% | 0.76% | Q3 2018 | Q3 2023 | 51 |
CREDIT SUISSE AG/ | 22 | 22 | 0.00% | 0.16% | 0.55% | Q2 2018 | Q3 2023 | 51 |
Cutler Group LLC / CA | 18 | 3 | 0.00% | 0.06% | 0.74% | Q2 2018 | Q3 2023 | 50 |
Laurion Capital Management LP | 19 | 19 | 0.00% | 0.32% | 0.88% | Q1 2019 | Q3 2023 | 47 |
Twin Tree Management, LP | 23 | 23 | 0.00% | 0.16% | 0.66% | Q1 2018 | Q3 2023 | 47 |
HighTower Advisors, LLC | 22 | 22 | 0.00% | 0.18% | 0.55% | Q2 2018 | Q3 2023 | 45 |
Squarepoint Ops LLC | 13 | 3 | 0.00% | 0.08% | 0.28% | Q2 2018 | Q3 2023 | 44 |
NOMURA HOLDINGS INC | 12 | 1 | 0.00% | 0.17% | 2.05% | Q2 2018 | Q3 2023 | 43 |
M&T BANK CORP | 22 | 22 | 0.00% | 0.21% | 0.78% | Q2 2018 | Q3 2023 | 43 |
HAP Trading, LLC | 22 | 22 | 0.00% | 0.04% | 0.30% | Q2 2018 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.14% | 0.46% | Q2 2018 | Q3 2023 | 41 |
Lido Advisors, LLC | 22 | 22 | 0.00% | 0.06% | 0.26% | Q2 2018 | Q3 2023 | 39 |
CLEAR STREET MARKETS LLC | 22 | 22 | 0.00% | 0.38% | 2.78% | Q2 2018 | Q3 2023 | 39 |
MARSHALL WACE, LLP | 23 | 23 | 0.00% | 0.14% | 1.11% | Q1 2018 | Q3 2023 | 38 |
BANK OF MONTREAL /CAN/ | 19 | 2 | 0.00% | 0.15% | 0.48% | Q2 2018 | Q3 2023 | 37 |
BALYASNY ASSET MANAGEMENT L.P. | 10 | 1 | 0.00% | 0.13% | 0.43% | Q2 2018 | Q3 2023 | 35 |
DEUTSCHE BANK AG\ | 22 | 22 | 0.00% | 0.20% | 0.63% | Q2 2018 | Q3 2023 | 35 |
Capula Management Ltd | 7 | 1 | 0.00% | 0.23% | 0.66% | Q4 2019 | Q3 2023 | 35 |
TWO SIGMA INVESTMENTS, LP | 13 | 1 | 0.00% | 0.04% | 0.53% | Q2 2018 | Q3 2023 | 35 |
MAI Capital Management | 23 | 23 | 0.00% | 0.25% | 0.76% | Q1 2018 | Q3 2023 | 35 |
Cubist Systematic Strategies, LLC | 22 | 22 | 0.00% | 0.08% | 0.42% | Q2 2018 | Q3 2023 | 33 |
CenterStar Asset Management, LLC | 10 | 1 | 0.00% | 0.11% | 0.55% | Q2 2018 | Q2 2023 | 33 |
XR Securities LLC | 7 | 3 | 0.01% | 0.10% | 0.54% | Q2 2018 | Q3 2023 | 33 |
CAPITAL FUND MANAGEMENT S.A. | 8 | 1 | 0.00% | 0.10% | 0.29% | Q2 2018 | Q3 2023 | 32 |
Mint Tower Capital Management B.V. | 9 | 1 | 0.00% | 0.33% | 0.89% | Q1 2019 | Q3 2023 | 32 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.01% | 0.11% | 0.49% | Q1 2016 | Q3 2023 | 31 |
WOLVERINE ASSET MANAGEMENT LLC | 9 | 3 | 0.00% | 0.14% | 0.57% | Q3 2018 | Q3 2023 | 31 |
Point72 Asset Management, L.P. | 9 | 4 | 0.00% | 0.29% | 1.53% | Q2 2018 | Q3 2023 | 30 |
Daiwa Securities Group Inc. | 22 | 22 | 0.00% | 0.11% | 0.57% | Q2 2018 | Q3 2023 | 30 |
Point72 Hong Kong Ltd | 10 | 1 | 0.00% | 0.34% | 1.96% | Q3 2018 | Q3 2023 | 29 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.07% | 0.32% | 0.61% | Q4 2016 | Q3 2023 | 28 |
Invesco Ltd. | 22 | 22 | 0.00% | 0.34% | 0.72% | Q2 2018 | Q3 2023 | 27 |
Verition Fund Management LLC | 9 | 1 | 0.00% | 0.06% | 0.32% | Q4 2019 | Q3 2023 | 27 |
CREDIT AGRICOLE S A | 22 | 22 | 0.08% | 0.23% | 0.63% | Q2 2018 | Q3 2023 | 27 |
Creative Planning | 22 | 22 | 0.00% | 0.04% | 0.08% | Q2 2018 | Q3 2023 | 27 |
Paloma Partners Management Co | 9 | 2 | 0.00% | 0.11% | 1.06% | Q2 2018 | Q2 2023 | 26 |
PRELUDE CAPITAL MANAGEMENT, LLC | 10 | 1 | 0.01% | 0.09% | 0.34% | Q3 2018 | Q2 2023 | 26 |
Jefferies Group LLC | 9 | 1 | 0.00% | 0.04% | 0.18% | Q2 2018 | Q3 2022 | 26 |
NATIXIS | 19 | 2 | 0.00% | 0.40% | 1.22% | Q2 2018 | Q3 2023 | 26 |
Sargent Bickham Lagudis LLC | 23 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2022 | 25 |
Financial Architects, Inc | 11 | 9 | 0.01% | 0.06% | 0.28% | Q2 2018 | Q2 2023 | 25 |
Moors & Cabot, Inc. | 22 | 22 | 0.00% | 0.48% | 1.06% | Q2 2018 | Q3 2023 | 25 |
Valeo Financial Advisors, LLC | 22 | 22 | 0.01% | 0.06% | 0.15% | Q2 2018 | Q3 2023 | 25 |
BlackRock Inc. | 22 | 22 | 0.00% | 0.36% | 0.76% | Q2 2018 | Q3 2023 | 25 |
MISSION WEALTH MANAGEMENT, LP | 22 | 22 | 0.01% | 0.14% | 0.27% | Q2 2018 | Q3 2023 | 25 |
Anchor Investment Management, LLC | 25 | 25 | 0.00% | 0.05% | 0.26% | Q4 2017 | Q4 2023 | 25 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.00% | 0.48% | 0.96% | Q2 2018 | Q3 2023 | 25 |
TUDOR INVESTMENT CORP ET AL | 9 | 3 | 0.00% | 0.06% | 0.31% | Q1 2018 | Q3 2023 | 24 |
BOOTHBAY FUND MANAGEMENT, LLC | 9 | 1 | 0.01% | 0.07% | 0.23% | Q2 2018 | Q3 2023 | 24 |
DnB Asset Management AS | 24 | 24 | 0.13% | 0.27% | 0.66% | Q1 2018 | Q4 2023 | 24 |
Walleye Capital LLC | 5 | 1 | 0.01% | 0.08% | 0.30% | Q3 2018 | Q3 2023 | 24 |
Nuveen Asset Management, LLC | 22 | 22 | 0.00% | 0.54% | 1.29% | Q2 2018 | Q3 2023 | 24 |
Sigma Planning Corp | 22 | 22 | 0.01% | 0.08% | 0.15% | Q2 2018 | Q3 2023 | 24 |
M&R CAPITAL MANAGEMENT INC | 24 | 24 | 1.72% | 3.64% | 8.51% | Q1 2018 | Q4 2023 | 24 |
BALDWIN BROTHERS LLC/MA | 23 | 23 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q4 2023 | 23 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 23 | 23 | 0.02% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 23 |
CIBC WORLD MARKET INC. | 22 | 22 | 0.07% | 0.15% | 0.33% | Q2 2018 | Q3 2023 | 23 |
Capital International Sarl | 23 | 23 | 0.63% | 2.45% | 3.61% | Q1 2018 | Q3 2023 | 23 |
CAPITAL INTERNATIONAL LTD /CA/ | 23 | 23 | 1.49% | 2.60% | 4.50% | Q1 2018 | Q3 2023 | 23 |
QUADRANT CAPITAL GROUP LLC | 23 | 23 | 0.06% | 0.17% | 0.36% | Q1 2018 | Q3 2023 | 23 |
AdvisorNet Financial, Inc | 23 | 23 | 0.01% | 0.03% | 0.11% | Q1 2018 | Q3 2023 | 23 |
L & S Advisors Inc | 23 | 23 | 0.34% | 0.83% | 1.40% | Q1 2018 | Q3 2023 | 23 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 22 | 22 | 0.07% | 0.48% | 0.83% | Q2 2018 | Q3 2023 | 23 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 23 | 23 | 0.06% | 1.03% | 1.69% | Q1 2018 | Q3 2023 | 23 |
FULTON BANK, N.A. | 23 | 23 | 0.12% | 0.21% | 0.29% | Q2 2018 | Q4 2023 | 23 |
Aureus Asset Management, LLC | 23 | 23 | 0.10% | 0.31% | 0.73% | Q1 2018 | Q3 2023 | 23 |
Hillsdale Investment Management Inc. | 23 | 23 | 0.01% | 0.04% | 0.06% | Q1 2018 | Q3 2023 | 23 |
AFFINITY INVESTMENT ADVISORS, LLC | 23 | 23 | 0.16% | 1.11% | 1.76% | Q1 2018 | Q3 2023 | 23 |
AlphaMark Advisors, LLC | 23 | 23 | 0.02% | 0.61% | 2.48% | Q1 2018 | Q3 2023 | 23 |
TRUIST FINANCIAL CORP | 22 | 22 | 0.00% | 0.19% | 0.47% | Q2 2018 | Q3 2023 | 23 |
BAHL & GAYNOR INC | 23 | 23 | 0.67% | 2.12% | 4.22% | Q1 2018 | Q3 2023 | 23 |
MITCHELL CAPITAL MANAGEMENT CO | 23 | 23 | 0.98% | 1.52% | 2.94% | Q1 2018 | Q3 2023 | 23 |
Kingsview Wealth Management, LLC | 15 | 6 | 0.00% | 0.24% | 0.59% | Q2 2018 | Q3 2023 | 23 |
Advisory Services Network, LLC | 23 | 23 | 0.06% | 0.20% | 0.41% | Q1 2018 | Q3 2023 | 23 |
Aviance Capital Partners, LLC | 23 | 23 | 0.76% | 1.34% | 2.83% | Q1 2018 | Q3 2023 | 23 |
Selway Asset Management | 23 | 23 | 0.17% | 2.41% | 4.19% | Q1 2018 | Q3 2023 | 23 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 23 | 23 | 0.03% | 1.03% | 1.95% | Q1 2018 | Q3 2023 | 23 |
COLONY GROUP LLC | 23 | 23 | 0.04% | 0.10% | 0.17% | Q1 2018 | Q3 2023 | 23 |
LYRICAL ASSET MANAGEMENT LP | 23 | 23 | 4.17% | 5.30% | 6.76% | Q1 2018 | Q3 2023 | 23 |
Scott & Selber, Inc. | 23 | 23 | 1.05% | 1.61% | 2.70% | Q1 2018 | Q3 2023 | 23 |
SeaBridge Investment Advisors LLC | 23 | 23 | 0.30% | 0.68% | 0.87% | Q1 2018 | Q3 2023 | 23 |
GW&K Investment Management, LLC | 23 | 23 | 0.53% | 0.66% | 0.79% | Q1 2018 | Q3 2023 | 23 |
CAPTRUST FINANCIAL ADVISORS | 23 | 23 | 0.00% | 0.41% | 0.84% | Q1 2018 | Q3 2023 | 23 |
Copeland Capital Management, LLC | 23 | 23 | 0.23% | 0.34% | 0.52% | Q1 2018 | Q3 2023 | 23 |
KLINGENSTEIN FIELDS & CO LP | 23 | 23 | 1.18% | 1.97% | 3.37% | Q1 2018 | Q3 2023 | 23 |
Parallel Advisors, LLC | 23 | 23 | 0.03% | 0.07% | 0.15% | Q1 2018 | Q3 2023 | 23 |
Capital International Investors | 23 | 23 | 0.88% | 3.59% | 4.80% | Q1 2018 | Q3 2023 | 23 |
CHARTWELL INVESTMENT PARTNERS, LLC | 23 | 23 | 0.05% | 0.13% | 0.39% | Q1 2018 | Q3 2023 | 23 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 23 | 23 | 0.09% | 0.97% | 2.60% | Q1 2018 | Q3 2023 | 23 |
PITTENGER & ANDERSON INC | 23 | 23 | 0.14% | 0.19% | 0.26% | Q1 2018 | Q3 2023 | 23 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 23 | 23 | 0.36% | 1.45% | 2.30% | Q1 2018 | Q3 2023 | 23 |
COUNTRY TRUST BANK | 23 | 23 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2023 | 23 |
NVWM, LLC | 23 | 23 | 0.00% | 0.17% | 0.58% | Q1 2018 | Q3 2023 | 23 |
CIM INVESTMENT MANAGEMENT INC | 23 | 23 | 0.23% | 0.39% | 0.68% | Q1 2018 | Q3 2023 | 23 |
AMERIPRISE FINANCIAL INC | 22 | 22 | 0.00% | 0.91% | 1.23% | Q2 2018 | Q3 2023 | 23 |
CHURCHILL MANAGEMENT Corp | 23 | 23 | 0.15% | 0.56% | 0.89% | Q1 2018 | Q3 2023 | 23 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 23 | 23 | 0.02% | 0.11% | 0.24% | Q1 2018 | Q3 2023 | 23 |
OPTIMUM INVESTMENT ADVISORS | 23 | 23 | 0.18% | 0.58% | 0.97% | Q2 2018 | Q4 2023 | 23 |
PARADIGM CAPITAL MANAGEMENT INC/NY | 23 | 23 | 1.88% | 2.84% | 4.08% | Q1 2018 | Q3 2023 | 23 |
PARK NATIONAL CORP /OH/ | 23 | 23 | 0.02% | 0.12% | 0.46% | Q2 2018 | Q4 2023 | 23 |
OmniStar Financial Group, Inc. | 22 | 22 | 0.23% | 1.47% | 2.54% | Q2 2018 | Q3 2023 | 23 |
Baystate Wealth Management LLC | 23 | 23 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q3 2023 | 23 |
Neuberger Berman Group LLC | 22 | 22 | 0.00% | 0.05% | 0.28% | Q2 2018 | Q3 2023 | 23 |
EARNEST PARTNERS LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
CARRET ASSET MANAGEMENT, LLC | 23 | 23 | 0.06% | 0.15% | 0.33% | Q1 2018 | Q3 2023 | 23 |
MASSMUTUAL TRUST CO FSB/ADV | 23 | 23 | 0.00% | 0.17% | 0.55% | Q2 2018 | Q4 2023 | 23 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 22 | 22 | 0.08% | 0.35% | 0.48% | Q2 2018 | Q3 2023 | 23 |
SIT INVESTMENT ASSOCIATES INC | 23 | 23 | 1.00% | 1.23% | 1.74% | Q1 2018 | Q3 2023 | 23 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 23 | 23 | 0.91% | 1.45% | 2.11% | Q1 2018 | Q3 2023 | 23 |
FIRST MERCHANTS CORP | 23 | 23 | 0.07% | 0.69% | 1.62% | Q1 2018 | Q3 2023 | 23 |
ADELL HARRIMAN & CARPENTER INC | 23 | 23 | 2.27% | 3.35% | 5.39% | Q1 2018 | Q3 2023 | 23 |
Sandy Spring Bank | 23 | 23 | 0.01% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 23 |
KCM INVESTMENT ADVISORS LLC | 23 | 23 | 0.03% | 0.11% | 0.29% | Q1 2018 | Q3 2023 | 23 |
HERITAGE INVESTORS MANAGEMENT CORP | 23 | 23 | 0.63% | 1.42% | 2.35% | Q1 2018 | Q3 2023 | 23 |
PINNACLE ASSOCIATES LTD | 22 | 22 | 0.01% | 0.43% | 1.12% | Q2 2018 | Q3 2023 | 23 |
LOGAN CAPITAL MANAGEMENT INC | 23 | 23 | 1.89% | 2.52% | 3.53% | Q1 2018 | Q3 2023 | 23 |
SVB WEALTH LLC | 23 | 23 | 0.42% | 0.78% | 2.04% | Q1 2018 | Q3 2023 | 23 |
RHUMBLINE ADVISERS | 23 | 23 | 0.32% | 0.46% | 0.79% | Q1 2018 | Q3 2023 | 23 |
South Dakota Investment Council | 23 | 23 | 0.09% | 0.14% | 0.23% | Q1 2018 | Q3 2023 | 23 |
FineMark National Bank & Trust | 23 | 23 | 0.04% | 0.70% | 1.15% | Q1 2018 | Q3 2023 | 23 |
AllSquare Wealth Management LLC | 23 | 23 | 0.06% | 0.16% | 0.29% | Q1 2018 | Q3 2023 | 23 |
BRIDGES INVESTMENT MANAGEMENT INC | 23 | 23 | 0.02% | 0.10% | 0.28% | Q1 2018 | Q3 2023 | 23 |
Front Row Advisors LLC | 23 | 23 | 0.67% | 1.46% | 2.83% | Q1 2018 | Q3 2023 | 23 |
OAK RIDGE INVESTMENTS LLC | 23 | 23 | 0.32% | 0.64% | 1.21% | Q1 2018 | Q3 2023 | 23 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 23 | 23 | 1.67% | 2.45% | 3.92% | Q1 2018 | Q3 2023 | 23 |
APPLETON PARTNERS INC/MA | 23 | 23 | 0.46% | 0.83% | 1.86% | Q2 2018 | Q4 2023 | 23 |
Perigon Wealth Management, LLC | 22 | 1 | 0.10% | 0.16% | 0.33% | Q3 2011 | Q3 2023 | 23 |
Lowe Wealth Advisors, LLC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2023 | 23 |
Kendall Capital Management | 23 | 23 | 1.09% | 1.69% | 3.00% | Q1 2018 | Q3 2023 | 23 |
CONGRESS ASSET MANAGEMENT CO /MA | 23 | 23 | 0.06% | 0.10% | 0.48% | Q1 2018 | Q3 2023 | 23 |
Avior Wealth Management, LLC | 23 | 23 | 0.04% | 0.07% | 0.14% | Q1 2018 | Q3 2023 | 23 |
First Horizon Advisors, Inc. | 23 | 23 | 0.01% | 0.25% | 0.90% | Q1 2018 | Q3 2023 | 23 |
Capital International, Inc./CA/ | 23 | 23 | 0.42% | 1.67% | 3.22% | Q1 2018 | Q3 2023 | 23 |
Capital World Investors | 23 | 23 | 2.39% | 3.26% | 4.66% | Q1 2018 | Q3 2023 | 23 |
Capital Research Global Investors | 23 | 23 | 1.15% | 2.96% | 4.46% | Q1 2018 | Q3 2023 | 23 |
NORTHERN TRUST CORP | 22 | 22 | 0.29% | 0.44% | 0.76% | Q2 2018 | Q3 2023 | 22 |
Balentine LLC | 22 | 22 | 0.00% | 0.04% | 0.19% | Q2 2018 | Q3 2023 | 22 |
Kentucky Retirement Systems Insurance Trust Fund | 22 | 22 | 0.44% | 0.59% | 0.97% | Q2 2018 | Q3 2023 | 22 |
TCI Wealth Advisors, Inc. | 22 | 22 | 0.02% | 0.07% | 0.35% | Q2 2018 | Q3 2023 | 22 |
Swiss National Bank | 22 | 22 | 0.36% | 0.53% | 0.89% | Q2 2018 | Q3 2023 | 22 |
NAPLES GLOBAL ADVISORS, LLC | 22 | 22 | 0.76% | 0.99% | 1.57% | Q2 2018 | Q3 2023 | 22 |
Alpha Cubed Investments, LLC | 22 | 22 | 0.04% | 0.14% | 0.45% | Q2 2018 | Q3 2023 | 22 |
Segment Wealth Management, LLC | 22 | 22 | 0.92% | 1.42% | 2.30% | Q2 2018 | Q3 2023 | 22 |
Mirae Asset Global Investments Co., Ltd. | 22 | 22 | 0.17% | 0.49% | 1.17% | Q2 2018 | Q3 2023 | 22 |
Addenda Capital Inc. | 22 | 22 | 0.61% | 0.82% | 1.07% | Q2 2018 | Q3 2023 | 22 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 22 | 22 | 0.05% | 0.31% | 0.80% | Q2 2018 | Q3 2023 | 22 |
COMMERCE BANK | 22 | 22 | 0.01% | 0.16% | 0.77% | Q2 2018 | Q3 2023 | 22 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 22 | 22 | 0.36% | 0.50% | 0.84% | Q2 2018 | Q3 2023 | 22 |
SUMITOMO LIFE INSURANCE CO | 22 | 22 | 0.11% | 0.35% | 0.71% | Q2 2018 | Q3 2023 | 22 |
NISA INVESTMENT ADVISORS, LLC | 22 | 22 | 0.24% | 0.39% | 0.75% | Q2 2018 | Q3 2023 | 22 |
STATE STREET CORP | 22 | 22 | 0.32% | 0.45% | 0.77% | Q2 2018 | Q3 2023 | 22 |
MASTRAPASQUA ASSET MANAGEMENT INC | 22 | 22 | 0.62% | 1.84% | 3.23% | Q2 2018 | Q3 2023 | 22 |
UMB Bank, n.a. | 19 | 3 | 0.01% | 0.38% | 0.91% | Q1 2018 | Q3 2023 | 22 |
NATIXIS ADVISORS, L.P. | 22 | 22 | 0.13% | 0.28% | 0.46% | Q2 2018 | Q3 2023 | 22 |
PARSONS CAPITAL MANAGEMENT INC/RI | 22 | 22 | 0.04% | 0.18% | 0.45% | Q2 2018 | Q3 2023 | 22 |
Smithfield Trust Co | 22 | 22 | 0.02% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 22 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 22 | 22 | 0.16% | 0.26% | 0.33% | Q2 2018 | Q3 2023 | 22 |
DUNCKER STREETT & CO INC | 22 | 22 | 0.40% | 1.12% | 2.41% | Q2 2018 | Q3 2023 | 22 |
CIBC Asset Management Inc | 22 | 22 | 0.07% | 0.19% | 0.55% | Q2 2018 | Q3 2023 | 22 |
ENTERPRISE FINANCIAL SERVICES CORP | 22 | 22 | 0.02% | 0.11% | 0.42% | Q2 2018 | Q3 2023 | 22 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 22 | 22 | 0.26% | 0.36% | 0.63% | Q2 2018 | Q3 2023 | 22 |
MACKENZIE FINANCIAL CORP | 22 | 22 | 0.27% | 0.41% | 0.79% | Q2 2018 | Q3 2023 | 22 |
VANGUARD GROUP INC | 22 | 22 | 0.32% | 0.47% | 0.83% | Q2 2018 | Q3 2023 | 22 |
MIDDLETON & CO INC/MA | 22 | 22 | 0.30% | 0.69% | 1.82% | Q2 2018 | Q3 2023 | 22 |
FUKOKU MUTUAL LIFE INSURANCE Co | 22 | 22 | 1.09% | 3.26% | 6.67% | Q2 2018 | Q3 2023 | 22 |
AMALGAMATED BANK | 22 | 22 | 0.34% | 0.46% | 0.80% | Q2 2018 | Q3 2023 | 22 |
INTRUST BANK NA | 22 | 22 | 0.21% | 0.37% | 0.63% | Q2 2018 | Q3 2023 | 22 |
SECURIAN ASSET MANAGEMENT, INC | 22 | 22 | 0.26% | 0.39% | 0.77% | Q2 2018 | Q3 2023 | 22 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 22 | 22 | 0.23% | 0.38% | 0.86% | Q2 2018 | Q3 2023 | 22 |
ACADIAN ASSET MANAGEMENT LLC | 22 | 22 | 0.00% | 0.08% | 0.48% | Q2 2018 | Q3 2023 | 22 |
VICTORY CAPITAL MANAGEMENT INC | 22 | 22 | 0.02% | 0.22% | 0.52% | Q2 2018 | Q3 2023 | 22 |
ATWOOD & PALMER INC | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 22 | 22 | 0.20% | 0.36% | 0.79% | Q2 2018 | Q3 2023 | 22 |
COMMUNITY TRUST & INVESTMENT CO | 22 | 22 | 1.77% | 2.18% | 2.74% | Q2 2018 | Q3 2023 | 22 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 22 | 22 | 0.00% | 0.02% | 0.07% | Q2 2018 | Q3 2023 | 22 |
OLD SECOND NATIONAL BANK OF AURORA | 22 | 22 | 0.83% | 1.67% | 2.37% | Q2 2018 | Q3 2023 | 22 |
ADVISORY RESEARCH INC | 22 | 22 | 0.01% | 0.25% | 1.43% | Q2 2018 | Q3 2023 | 22 |
PEAPACK GLADSTONE FINANCIAL CORP | 22 | 22 | 0.02% | 0.07% | 0.20% | Q2 2018 | Q3 2023 | 22 |
BOSTON FINANCIAL MANGEMENT LLC | 22 | 22 | 0.02% | 0.10% | 0.50% | Q2 2018 | Q3 2023 | 22 |
WELLINGTON MANAGEMENT GROUP LLP | 22 | 22 | 0.08% | 0.19% | 0.67% | Q2 2018 | Q3 2023 | 22 |
BRYN MAWR TRUST Co | 22 | 22 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 22 |
AXA S.A. | 22 | 22 | 0.05% | 0.20% | 0.77% | Q2 2018 | Q3 2023 | 22 |
WELCH & FORBES LLC | 22 | 22 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 22 |
NOMURA ASSET MANAGEMENT CO LTD | 22 | 22 | 0.42% | 0.69% | 1.25% | Q2 2018 | Q3 2023 | 22 |
Ameritas Investment Partners, Inc. | 22 | 22 | 0.31% | 0.44% | 0.76% | Q2 2018 | Q3 2023 | 22 |
TD ASSET MANAGEMENT INC | 22 | 22 | 0.12% | 0.24% | 0.57% | Q2 2018 | Q3 2023 | 22 |
FEDERATED HERMES, INC. | 22 | 22 | 0.18% | 0.36% | 0.53% | Q2 2018 | Q3 2023 | 22 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 22 | 22 | 0.01% | 0.48% | 1.16% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.10% | 0.25% | 0.51% | Q2 2018 | Q3 2023 | 22 |
EVERENCE CAPITAL MANAGEMENT INC | 22 | 22 | 0.30% | 0.46% | 0.68% | Q2 2018 | Q3 2023 | 22 |
CHILTON CAPITAL MANAGEMENT LLC | 22 | 22 | 0.86% | 1.24% | 1.71% | Q2 2018 | Q3 2023 | 22 |
PEOPLES FINANCIAL SERVICES CORP. | 22 | 22 | 0.18% | 0.75% | 1.74% | Q2 2018 | Q3 2023 | 22 |
Banco Santander, S.A. | 22 | 22 | 0.07% | 0.19% | 0.49% | Q2 2018 | Q3 2023 | 22 |
DAVIS R M INC | 20 | 2 | 0.02% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 22 |
SENTRY INVESTMENT MANAGEMENT LLC | 22 | 22 | 0.28% | 0.56% | 0.97% | Q2 2018 | Q3 2023 | 22 |
FACTORY MUTUAL INSURANCE CO | 22 | 22 | 0.13% | 1.14% | 1.46% | Q2 2018 | Q3 2023 | 22 |
DAVENPORT & Co LLC | 22 | 22 | 0.48% | 0.56% | 0.70% | Q2 2018 | Q3 2023 | 22 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 22 | 22 | 0.24% | 0.62% | 1.34% | Q2 2018 | Q3 2023 | 22 |
VOYA INVESTMENT MANAGEMENT LLC | 22 | 22 | 0.08% | 0.53% | 1.76% | Q2 2018 | Q3 2023 | 22 |
Asset Management One Co., Ltd. | 22 | 22 | 0.29% | 0.41% | 0.73% | Q2 2018 | Q3 2023 | 22 |
Atlantic Union Bankshares Corp | 22 | 22 | 0.47% | 0.90% | 1.77% | Q2 2018 | Q3 2023 | 22 |
PANAGORA ASSET MANAGEMENT INC | 22 | 22 | 0.20% | 0.60% | 1.29% | Q2 2018 | Q3 2023 | 22 |
BIRINYI ASSOCIATES INC | 17 | 5 | 0.10% | 0.49% | 1.18% | Q1 2018 | Q3 2023 | 22 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC | 22 | 22 | 0.12% | 2.34% | 4.42% | Q2 2018 | Q3 2023 | 22 |
D.A. DAVIDSON & CO. | 22 | 22 | 0.04% | 0.29% | 0.74% | Q2 2018 | Q3 2023 | 22 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 22 | 22 | 0.26% | 0.40% | 0.58% | Q2 2018 | Q3 2023 | 22 |
MARCO INVESTMENT MANAGEMENT LLC | 22 | 22 | 0.43% | 2.56% | 4.60% | Q2 2018 | Q3 2023 | 22 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 22 | 22 | 0.37% | 0.50% | 0.84% | Q2 2018 | Q3 2023 | 22 |
VAN ECK ASSOCIATES CORP | 22 | 22 | 0.24% | 0.72% | 1.69% | Q2 2018 | Q3 2023 | 22 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 22 | 22 | 0.36% | 0.49% | 0.78% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 22 | 22 | 0.11% | 0.26% | 0.57% | Q2 2018 | Q3 2023 | 22 |
UBS ASSET MANAGEMENT AMERICAS INC | 22 | 22 | 0.30% | 0.42% | 0.81% | Q2 2018 | Q3 2023 | 22 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 22 | 22 | 0.48% | 0.95% | 1.49% | Q2 2018 | Q3 2023 | 22 |
STATE OF WISCONSIN INVESTMENT BOARD | 22 | 22 | 0.30% | 0.38% | 0.57% | Q2 2018 | Q3 2023 | 22 |
Fisher Asset Management, LLC | 22 | 22 | 0.00% | 0.21% | 0.97% | Q2 2018 | Q3 2023 | 22 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 22 | 22 | 0.01% | 0.28% | 0.68% | Q2 2018 | Q3 2023 | 22 |
TCW GROUP INC | 22 | 22 | 0.17% | 0.67% | 1.36% | Q2 2018 | Q3 2023 | 22 |
ZWJ INVESTMENT COUNSEL INC | 22 | 22 | 2.33% | 2.94% | 3.73% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES TRUST N.A. | 22 | 22 | 0.14% | 0.36% | 0.64% | Q2 2018 | Q3 2023 | 22 |
KEYBANK NATIONAL ASSOCIATION/OH | 22 | 22 | 0.00% | 0.30% | 0.88% | Q2 2018 | Q3 2023 | 22 |
OPPENHEIMER & CO INC | 22 | 22 | 0.09% | 0.29% | 0.56% | Q2 2018 | Q3 2023 | 22 |
BANK OF NOVA SCOTIA | 22 | 22 | 0.06% | 0.28% | 0.84% | Q2 2018 | Q3 2023 | 22 |
MOODY NATIONAL BANK TRUST DIVISION | 22 | 22 | 0.04% | 0.31% | 0.58% | Q2 2018 | Q3 2023 | 22 |
STRS OHIO | 22 | 22 | 0.22% | 0.39% | 0.59% | Q2 2018 | Q3 2023 | 22 |
CAPITAL CITY TRUST CO/FL | 22 | 22 | 0.42% | 1.08% | 2.51% | Q2 2018 | Q3 2023 | 22 |
JONES FINANCIAL COMPANIES LLLP | 22 | 22 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 22 |
NEW YORK STATE COMMON RETIREMENT FUND | 22 | 22 | 0.30% | 0.42% | 0.72% | Q2 2018 | Q3 2023 | 22 |
PRICE T ROWE ASSOCIATES INC /MD/ | 22 | 22 | 0.10% | 0.23% | 0.68% | Q2 2018 | Q3 2023 | 22 |
CONNING INC. | 22 | 22 | 0.06% | 1.18% | 1.66% | Q2 2018 | Q3 2023 | 22 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 22 | 22 | 0.07% | 0.36% | 0.74% | Q2 2018 | Q3 2023 | 22 |
HOWE & RUSLING INC | 22 | 22 | 0.05% | 1.51% | 3.58% | Q2 2018 | Q3 2023 | 22 |
Legal & General Group Plc | 22 | 22 | 0.32% | 0.44% | 0.79% | Q2 2018 | Q3 2023 | 22 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 22 | 22 | 0.15% | 0.34% | 1.20% | Q2 2018 | Q3 2023 | 22 |
SouthState Corp | 22 | 22 | 0.08% | 0.72% | 2.00% | Q2 2018 | Q3 2023 | 22 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 22 | 22 | 0.23% | 0.42% | 0.81% | Q2 2018 | Q3 2023 | 22 |
ALLIANCEBERNSTEIN L.P. | 22 | 22 | 0.11% | 0.28% | 0.69% | Q2 2018 | Q3 2023 | 22 |
GATEWAY INVESTMENT ADVISERS LLC | 22 | 22 | 0.10% | 0.62% | 1.12% | Q2 2018 | Q3 2023 | 22 |
STEPHENS INC /AR/ | 22 | 22 | 0.09% | 0.35% | 0.77% | Q2 2018 | Q3 2023 | 22 |
BAILARD, INC. | 22 | 22 | 0.02% | 0.11% | 0.24% | Q2 2018 | Q3 2023 | 22 |
HANCOCK WHITNEY CORP | 22 | 22 | 0.04% | 0.33% | 0.86% | Q2 2018 | Q3 2023 | 22 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 22 | 22 | 0.51% | 1.45% | 2.86% | Q2 2018 | Q3 2023 | 22 |
FIRST TRUST ADVISORS LP | 22 | 22 | 0.23% | 0.47% | 0.87% | Q2 2018 | Q3 2023 | 22 |
PRINCIPAL FINANCIAL GROUP INC | 22 | 22 | 0.14% | 0.23% | 0.40% | Q2 2018 | Q3 2023 | 22 |
EASTERN BANK | 22 | 22 | 0.76% | 1.57% | 2.25% | Q2 2018 | Q3 2023 | 22 |
AMERICAN CENTURY COMPANIES INC | 22 | 22 | 0.04% | 0.20% | 0.41% | Q2 2018 | Q3 2023 | 22 |
PROFUND ADVISORS LLC | 22 | 22 | 0.60% | 1.10% | 2.36% | Q2 2018 | Q3 2023 | 22 |
ARS Investment Partners, LLC | 22 | 22 | 0.11% | 1.37% | 2.83% | Q2 2018 | Q3 2023 | 22 |
FINANCIAL COUNSELORS INC | 22 | 22 | 0.42% | 0.62% | 1.02% | Q2 2018 | Q3 2023 | 22 |
CITY HOLDING CO | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
MONETARY MANAGEMENT GROUP INC | 22 | 22 | 0.57% | 1.06% | 1.78% | Q2 2018 | Q3 2023 | 22 |
STIFEL FINANCIAL CORP | 22 | 22 | 0.25% | 0.39% | 0.63% | Q2 2018 | Q3 2023 | 22 |
WESTPAC BANKING CORP | 22 | 22 | 0.22% | 0.35% | 0.77% | Q2 2018 | Q3 2023 | 22 |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 22 | 0.06% | 0.22% | 0.39% | Q2 2018 | Q3 2023 | 22 |
TRUST CO OF VERMONT | 22 | 22 | 0.01% | 0.04% | 0.11% | Q2 2018 | Q3 2023 | 22 |
DE BURLO GROUP INC | 22 | 22 | 0.08% | 1.27% | 4.31% | Q2 2018 | Q3 2023 | 22 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 22 | 22 | 0.47% | 0.61% | 1.12% | Q2 2018 | Q3 2023 | 22 |
COZAD ASSET MANAGEMENT INC | 22 | 22 | 1.33% | 1.56% | 1.87% | Q2 2018 | Q3 2023 | 22 |
PRUDENTIAL FINANCIAL INC | 22 | 22 | 0.17% | 0.42% | 0.82% | Q2 2018 | Q3 2023 | 22 |
WHITTIER TRUST CO | 22 | 22 | 0.18% | 0.43% | 0.89% | Q2 2018 | Q3 2023 | 22 |
AVIVA PLC | 22 | 22 | 0.37% | 0.64% | 0.91% | Q2 2018 | Q3 2023 | 22 |
MML INVESTORS SERVICES, LLC | 22 | 22 | 0.03% | 0.09% | 0.18% | Q2 2018 | Q3 2023 | 22 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 22 | 0.02% | 0.05% | 0.09% | Q2 2018 | Q3 2023 | 22 |
WEDBUSH SECURITIES INC | 22 | 22 | 0.07% | 0.20% | 0.34% | Q2 2018 | Q3 2023 | 22 |
Meiji Yasuda Life Insurance Co | 22 | 22 | 0.02% | 0.13% | 0.40% | Q2 2018 | Q3 2023 | 22 |
JENNISON ASSOCIATES LLC | 22 | 22 | 0.07% | 0.79% | 2.01% | Q2 2018 | Q3 2023 | 22 |
AMERICAN INTERNATIONAL GROUP, INC. | 22 | 22 | 0.15% | 0.59% | 1.38% | Q2 2018 | Q3 2023 | 22 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 19 | 3 | 0.03% | 0.10% | 0.17% | Q1 2018 | Q3 2023 | 22 |
SPINNAKER TRUST | 22 | 22 | 0.03% | 0.06% | 0.09% | Q2 2018 | Q3 2023 | 22 |
CIGNA INVESTMENTS INC /NEW | 22 | 22 | 0.23% | 0.46% | 0.82% | Q2 2018 | Q3 2023 | 22 |
HUNTINGTON NATIONAL BANK | 22 | 22 | 0.19% | 0.30% | 0.51% | Q2 2018 | Q3 2023 | 22 |
CENTRAL TRUST Co | 22 | 22 | 0.95% | 1.14% | 1.50% | Q2 2018 | Q3 2023 | 22 |
GREENLEAF TRUST | 22 | 22 | 0.02% | 0.05% | 0.10% | Q2 2018 | Q3 2023 | 22 |
CI INVESTMENTS INC. | 22 | 22 | 0.23% | 0.41% | 0.67% | Q2 2018 | Q3 2023 | 22 |
Chesley Taft & Associates LLC | 22 | 22 | 0.12% | 0.78% | 2.01% | Q2 2018 | Q3 2023 | 22 |
WESTWOOD HOLDINGS GROUP INC | 22 | 22 | 0.01% | 0.07% | 0.67% | Q2 2018 | Q3 2023 | 22 |
FRANKLIN RESOURCES INC | 22 | 22 | 0.05% | 0.13% | 0.34% | Q2 2018 | Q3 2023 | 22 |
FIRST NATIONAL BANK OF OMAHA | 22 | 22 | 0.02% | 0.30% | 0.57% | Q2 2018 | Q3 2023 | 22 |
SHELTON CAPITAL MANAGEMENT | 22 | 22 | 0.12% | 0.74% | 1.80% | Q2 2018 | Q3 2023 | 22 |
US BANCORP \DE\ | 22 | 22 | 0.04% | 0.08% | 0.13% | Q2 2018 | Q3 2023 | 22 |
1ST SOURCE BANK | 22 | 22 | 0.08% | 0.12% | 0.22% | Q2 2018 | Q3 2023 | 22 |
FIFTH THIRD BANCORP | 22 | 22 | 0.35% | 0.61% | 1.12% | Q2 2018 | Q3 2023 | 22 |
FIDUCIARY TRUST CO | 22 | 22 | 0.09% | 0.28% | 0.57% | Q2 2018 | Q3 2023 | 22 |
DIMENSIONAL FUND ADVISORS LP | 22 | 22 | 0.09% | 0.25% | 0.55% | Q2 2018 | Q3 2023 | 22 |
FRED ALGER MANAGEMENT, LLC | 22 | 22 | 0.01% | 0.30% | 1.94% | Q2 2018 | Q3 2023 | 22 |
SEI INVESTMENTS CO | 22 | 22 | 0.05% | 0.12% | 0.32% | Q2 2018 | Q3 2023 | 22 |
AQR Capital Management | 22 | 22 | 0.02% | 0.31% | 0.75% | Q2 2018 | Q3 2023 | 22 |
VIKING FUND MANAGEMENT LLC | 22 | 22 | 0.16% | 2.58% | 4.93% | Q2 2018 | Q3 2023 | 22 |
CENTRAL BANK & TRUST CO | 22 | 22 | 0.02% | 0.19% | 1.16% | Q2 2018 | Q3 2023 | 22 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 22 | 22 | 0.02% | 0.79% | 2.68% | Q2 2018 | Q3 2023 | 22 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 22 | 22 | 0.11% | 0.16% | 0.28% | Q2 2018 | Q3 2023 | 22 |
HOLDERNESS INVESTMENTS CO | 22 | 22 | 0.11% | 0.41% | 0.94% | Q2 2018 | Q3 2023 | 22 |
FMR LLC | 22 | 22 | 0.06% | 0.16% | 0.36% | Q2 2018 | Q3 2023 | 22 |
LAZARD ASSET MANAGEMENT LLC | 22 | 22 | 0.00% | 0.05% | 0.14% | Q2 2018 | Q3 2023 | 22 |
SHELL ASSET MANAGEMENT CO | 22 | 22 | 0.17% | 0.37% | 0.66% | Q2 2018 | Q3 2023 | 22 |
GEODE CAPITAL MANAGEMENT, LLC | 22 | 22 | 0.34% | 0.48% | 0.88% | Q2 2018 | Q3 2023 | 22 |
PITCAIRN CO | 22 | 22 | 0.08% | 0.15% | 0.52% | Q2 2018 | Q3 2023 | 22 |
THRIVENT FINANCIAL FOR LUTHERANS | 22 | 22 | 0.01% | 0.05% | 0.12% | Q2 2018 | Q3 2023 | 22 |
NORDEA INVESTMENT MANAGEMENT AB | 22 | 22 | 0.03% | 0.11% | 0.39% | Q2 2018 | Q3 2023 | 22 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 22 | 22 | 0.35% | 0.53% | 0.92% | Q2 2018 | Q3 2023 | 22 |
GLENMEDE TRUST CO NA | 22 | 22 | 0.05% | 0.07% | 0.14% | Q2 2018 | Q3 2023 | 22 |
TEXAS PERMANENT SCHOOL FUND CORP | 22 | 22 | 0.31% | 0.42% | 0.70% | Q2 2018 | Q3 2023 | 22 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 22 | 22 | 0.17% | 0.32% | 0.56% | Q2 2018 | Q3 2023 | 22 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 22 | 22 | 0.00% | 0.57% | 1.50% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.04% | 0.08% | 0.17% | Q2 2018 | Q3 2023 | 22 |
CINCINNATI FINANCIAL CORP | 22 | 22 | 1.92% | 3.23% | 5.50% | Q2 2018 | Q3 2023 | 22 |
WHITTIER TRUST CO OF NEVADA INC | 22 | 22 | 0.14% | 0.33% | 0.68% | Q2 2018 | Q3 2023 | 22 |
Hilltop Holdings Inc. | 22 | 22 | 0.10% | 0.22% | 0.45% | Q2 2018 | Q3 2023 | 22 |
WRAPMANAGER INC | 22 | 22 | 0.52% | 0.72% | 0.85% | Q2 2018 | Q3 2023 | 22 |
OPPENHEIMER ASSET MANAGEMENT INC. | 22 | 22 | 0.10% | 0.45% | 0.77% | Q2 2018 | Q3 2023 | 22 |
AMERICAN NATIONAL BANK | 22 | 22 | 1.00% | 1.49% | 2.29% | Q2 2018 | Q3 2023 | 22 |
JPMORGAN CHASE & CO | 22 | 22 | 0.04% | 0.17% | 0.63% | Q2 2018 | Q3 2023 | 22 |
JANUS HENDERSON GROUP PLC | 22 | 22 | 0.02% | 0.19% | 0.35% | Q2 2018 | Q3 2023 | 22 |
FIRST NATIONAL TRUST CO | 22 | 22 | 0.04% | 0.22% | 0.60% | Q2 2018 | Q3 2023 | 22 |
PRIVATE TRUST CO NA | 22 | 22 | 0.08% | 0.26% | 0.46% | Q2 2018 | Q3 2023 | 22 |
FRG Family Wealth Advisors LLC | 22 | 22 | 0.20% | 0.97% | 1.84% | Q2 2018 | Q3 2023 | 22 |
SYNOVUS FINANCIAL CORP | 22 | 22 | 0.01% | 0.13% | 0.34% | Q2 2018 | Q3 2023 | 22 |
Laird Norton Wetherby Wealth Management, LLC | 22 | 22 | 0.13% | 0.22% | 0.39% | Q2 2018 | Q3 2023 | 22 |
CINCINNATI INSURANCE CO | 22 | 22 | 1.39% | 2.11% | 3.63% | Q2 2018 | Q3 2023 | 22 |
CANTILLON CAPITAL MANAGEMENT LLC | 22 | 22 | 2.52% | 3.92% | 6.35% | Q2 2018 | Q3 2023 | 22 |
GUGGENHEIM CAPITAL LLC | 22 | 22 | 0.29% | 0.63% | 1.32% | Q2 2018 | Q3 2023 | 22 |
CANADA PENSION PLAN INVESTMENT BOARD | 22 | 22 | 0.00% | 0.08% | 0.26% | Q2 2018 | Q3 2023 | 22 |
Royal Fund Management, LLC | 21 | 21 | 0.00% | 0.27% | 0.56% | Q3 2018 | Q3 2023 | 22 |
Advisors Asset Management, Inc. | 22 | 22 | 0.12% | 0.48% | 1.11% | Q2 2018 | Q3 2023 | 22 |
CIBC Private Wealth Group, LLC | 22 | 22 | 0.00% | 0.04% | 0.13% | Q2 2018 | Q3 2023 | 22 |
Epoch Investment Partners, Inc. | 22 | 22 | 0.65% | 1.55% | 2.26% | Q2 2018 | Q3 2023 | 22 |
Laffer Tengler Investments, Inc. | 22 | 22 | 0.17% | 1.11% | 2.69% | Q2 2018 | Q3 2023 | 22 |
TORONTO DOMINION BANK | 22 | 22 | 0.04% | 0.24% | 0.60% | Q2 2018 | Q3 2023 | 22 |
SG Americas Securities, LLC | 22 | 22 | 0.01% | 0.19% | 0.90% | Q2 2018 | Q3 2023 | 22 |
First National Bank of Hutchinson | 22 | 22 | 0.19% | 0.39% | 0.73% | Q2 2018 | Q3 2023 | 22 |
Calamos Advisors LLC | 22 | 22 | 0.16% | 0.33% | 0.72% | Q2 2018 | Q3 2023 | 22 |
Bragg Financial Advisors, Inc | 22 | 22 | 0.09% | 0.41% | 0.85% | Q2 2018 | Q3 2023 | 22 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 22 | 22 | 0.36% | 2.33% | 3.87% | Q2 2018 | Q3 2023 | 22 |
Janney Montgomery Scott LLC | 22 | 22 | 0.11% | 0.35% | 0.61% | Q2 2018 | Q3 2023 | 22 |
NEW ENGLAND ASSET MANAGEMENT INC | 22 | 22 | 0.01% | 0.27% | 1.88% | Q2 2018 | Q3 2023 | 22 |
ASSETMARK, INC | 22 | 22 | 0.00% | 0.09% | 0.61% | Q2 2018 | Q3 2023 | 22 |
Advisors Capital Management, LLC | 22 | 22 | 1.93% | 2.75% | 3.52% | Q2 2018 | Q3 2023 | 22 |
BROWN ADVISORY INC | 22 | 22 | 0.02% | 0.10% | 0.28% | Q2 2018 | Q3 2023 | 22 |
ClearBridge Investments | 22 | 22 | 0.94% | 1.15% | 1.46% | Q2 2018 | Q3 2023 | 22 |
Clark Capital Management Group, Inc. | 22 | 22 | 0.45% | 0.86% | 1.34% | Q2 2018 | Q3 2023 | 22 |
Legacy Private Trust Co. | 22 | 22 | 0.13% | 0.28% | 0.73% | Q2 2018 | Q3 2023 | 22 |
ProShare Advisors LLC | 22 | 22 | 0.46% | 0.74% | 1.31% | Q2 2018 | Q3 2023 | 22 |
State of Alaska, Department of Revenue | 22 | 22 | 0.26% | 0.40% | 0.70% | Q2 2018 | Q3 2023 | 22 |
Mariner, LLC | 22 | 22 | 0.03% | 0.30% | 0.73% | Q2 2018 | Q3 2023 | 22 |
Ballentine Partners, LLC | 22 | 22 | 0.01% | 0.04% | 0.11% | Q2 2018 | Q3 2023 | 22 |
ALPS ADVISORS INC | 22 | 22 | 0.01% | 0.09% | 0.34% | Q2 2018 | Q3 2023 | 22 |
First Pacific Advisors, LP | 22 | 22 | 1.64% | 4.49% | 6.51% | Q2 2018 | Q3 2023 | 22 |
Dorsey & Whitney Trust CO LLC | 22 | 22 | 0.05% | 0.13% | 0.24% | Q2 2018 | Q3 2023 | 22 |
Geneos Wealth Management Inc. | 22 | 22 | 0.01% | 0.36% | 0.64% | Q2 2018 | Q3 2023 | 22 |
Avantax Planning Partners, Inc. | 22 | 22 | 0.03% | 0.11% | 0.30% | Q2 2018 | Q3 2023 | 22 |
Treasurer of the State of North Carolina | 22 | 22 | 0.40% | 0.52% | 0.84% | Q2 2018 | Q3 2023 | 22 |
Rafferty Asset Management, LLC | 22 | 22 | 0.38% | 1.55% | 2.97% | Q2 2018 | Q3 2023 | 22 |
Bank of New York Mellon Corp | 22 | 22 | 0.25% | 0.40% | 0.74% | Q2 2018 | Q3 2023 | 22 |
Lee Financial Co | 22 | 22 | 0.31% | 0.50% | 0.77% | Q2 2018 | Q3 2023 | 22 |
Manchester Capital Management LLC | 22 | 22 | 0.03% | 0.06% | 0.12% | Q2 2018 | Q3 2023 | 22 |
TOMPKINS FINANCIAL CORP | 12 | 10 | 0.01% | 0.09% | 0.17% | Q2 2018 | Q4 2023 | 22 |
MEITAV INVESTMENT HOUSE LTD | 22 | 22 | 0.01% | 0.10% | 0.24% | Q2 2018 | Q3 2023 | 22 |
Employees Retirement System of Texas | 22 | 22 | 0.40% | 0.67% | 1.34% | Q2 2018 | Q3 2023 | 22 |
Mount Yale Investment Advisors, LLC | 22 | 22 | 0.03% | 0.11% | 0.38% | Q2 2018 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.06% | 0.11% | 0.20% | Q2 2018 | Q3 2023 | 22 |
ENVESTNET ASSET MANAGEMENT INC | 22 | 22 | 0.01% | 0.12% | 0.28% | Q2 2018 | Q3 2023 | 22 |
KBC Group NV | 22 | 22 | 0.04% | 0.37% | 0.75% | Q2 2018 | Q3 2023 | 22 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 22 | 22 | 0.33% | 0.62% | 2.41% | Q2 2018 | Q3 2023 | 22 |
Pflug Koory, LLC | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Migdal Insurance & Financial Holdings Ltd. | 22 | 22 | 0.00% | 0.42% | 1.57% | Q2 2018 | Q3 2023 | 22 |
Rockefeller Capital Management L.P. | 22 | 22 | 0.06% | 0.31% | 0.76% | Q2 2018 | Q3 2023 | 22 |
Ninety One UK Ltd | 22 | 22 | 0.55% | 1.24% | 1.75% | Q2 2018 | Q3 2023 | 22 |
MACQUARIE GROUP LTD | 22 | 22 | 0.03% | 0.82% | 1.38% | Q2 2018 | Q3 2023 | 22 |
Silvant Capital Management LLC | 22 | 22 | 0.01% | 0.03% | 0.07% | Q2 2018 | Q3 2023 | 22 |
Robeco Institutional Asset Management B.V. | 22 | 22 | 0.02% | 0.36% | 0.66% | Q2 2018 | Q3 2023 | 22 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 0.02% | 0.08% | 0.17% | Q2 2018 | Q3 2023 | 22 |
Avitas Wealth Management LLC | 22 | 22 | 0.50% | 0.83% | 1.08% | Q2 2018 | Q3 2023 | 22 |
Arnhold LLC | 22 | 22 | 1.04% | 1.61% | 2.72% | Q2 2018 | Q3 2023 | 22 |
PUTNAM INVESTMENTS LLC | 22 | 22 | 0.00% | 0.12% | 0.73% | Q2 2018 | Q3 2023 | 22 |
Rossmore Private Capital | 22 | 22 | 0.21% | 0.39% | 0.73% | Q2 2018 | Q3 2023 | 22 |
Birch Hill Investment Advisors LLC | 22 | 22 | 0.07% | 0.12% | 0.20% | Q2 2018 | Q3 2023 | 22 |
Plante Moran Financial Advisors, LLC | 22 | 22 | 0.01% | 0.02% | 0.10% | Q2 2018 | Q3 2023 | 22 |
Biltmore Family Office, LLC | 22 | 22 | 0.11% | 0.15% | 0.19% | Q2 2018 | Q3 2023 | 22 |
Sound Income Strategies, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
180 WEALTH ADVISORS, LLC | 22 | 22 | 0.29% | 0.79% | 1.43% | Q2 2018 | Q3 2023 | 22 |
Cincinnati Specialty Underwriters Insurance CO | 22 | 22 | 6.08% | 8.02% | 12.36% | Q2 2018 | Q3 2023 | 22 |
Busey Bank | 22 | 22 | 0.05% | 0.35% | 1.17% | Q2 2018 | Q3 2023 | 22 |
Financial Advocates Investment Management | 22 | 22 | 0.03% | 0.08% | 0.18% | Q2 2018 | Q3 2023 | 22 |
Buckley Wealth Management, LLC | 22 | 22 | 0.26% | 0.36% | 0.49% | Q2 2018 | Q3 2023 | 22 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 22 | 22 | 0.35% | 0.48% | 0.80% | Q2 2018 | Q3 2023 | 22 |
APG Asset Management N.V. | 22 | 22 | 0.07% | 0.20% | 0.66% | Q2 2018 | Q3 2023 | 22 |
SeaCrest Wealth Management, LLC | 22 | 22 | 0.03% | 0.41% | 0.81% | Q2 2018 | Q3 2023 | 22 |
Korea Investment CORP | 22 | 22 | 0.25% | 0.48% | 1.07% | Q2 2018 | Q3 2023 | 22 |
Steward Partners Investment Advisory, LLC | 22 | 22 | 0.12% | 0.32% | 0.66% | Q2 2018 | Q3 2023 | 22 |
INTACT INVESTMENT MANAGEMENT INC. | 22 | 22 | 0.37% | 0.47% | 0.69% | Q2 2018 | Q3 2023 | 22 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 22 | 22 | 0.11% | 0.48% | 0.91% | Q2 2018 | Q3 2023 | 22 |
Eagle Ridge Investment Management | 22 | 22 | 1.07% | 1.77% | 4.30% | Q2 2018 | Q3 2023 | 22 |
Ancora Advisors LLC | 22 | 22 | 0.36% | 0.98% | 1.89% | Q2 2018 | Q3 2023 | 22 |
Belpointe Asset Management LLC | 22 | 22 | 0.03% | 0.26% | 0.37% | Q2 2018 | Q3 2023 | 22 |
Calamos Wealth Management LLC | 22 | 22 | 0.04% | 0.46% | 1.07% | Q2 2018 | Q3 2023 | 22 |
Parkside Financial Bank & Trust | 22 | 22 | 0.03% | 0.12% | 0.25% | Q2 2018 | Q3 2023 | 22 |
IMA Wealth, Inc. | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Reynders McVeigh Capital Management, LLC | 22 | 22 | 0.04% | 0.05% | 0.11% | Q2 2018 | Q3 2023 | 22 |
SIGNATUREFD, LLC | 22 | 22 | 0.06% | 0.10% | 0.16% | Q2 2018 | Q3 2023 | 22 |
Csenge Advisory Group | 22 | 22 | 0.08% | 0.14% | 0.37% | Q2 2018 | Q3 2023 | 22 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Chevy Chase Trust Holdings, LLC | 22 | 22 | 0.37% | 0.48% | 0.78% | Q2 2018 | Q3 2023 | 22 |
Mitsubishi UFJ Trust & Banking Corp | 22 | 22 | 0.24% | 0.36% | 0.68% | Q2 2018 | Q3 2023 | 22 |
Raymond James Financial Services Advisors, Inc. | 22 | 22 | 0.22% | 0.43% | 0.81% | Q2 2018 | Q3 2023 | 22 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 22 | 22 | 0.05% | 0.19% | 0.36% | Q2 2018 | Q3 2023 | 22 |
B. Riley Wealth Advisors, Inc. | 22 | 22 | 0.16% | 0.33% | 0.61% | Q2 2018 | Q3 2023 | 22 |
BROWN BROTHERS HARRIMAN & CO | 22 | 22 | 0.00% | 0.03% | 0.10% | Q2 2018 | Q3 2023 | 22 |
Mitsubishi UFJ Asset Management Co., Ltd. | 22 | 22 | 0.35% | 0.49% | 0.72% | Q2 2018 | Q3 2023 | 22 |
Avestar Capital, LLC | 14 | 7 | 0.08% | 0.14% | 0.38% | Q2 2018 | Q3 2023 | 22 |
McIlrath & Eck, LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
MOODY LYNN & LIEBERSON, LLC | 22 | 22 | 0.24% | 2.26% | 4.08% | Q2 2018 | Q3 2023 | 22 |
IFM Investors Pty Ltd | 22 | 22 | 0.41% | 0.57% | 0.92% | Q2 2018 | Q3 2023 | 22 |
Sumitomo Mitsui Trust Holdings, Inc. | 22 | 22 | 0.34% | 0.46% | 0.75% | Q2 2018 | Q3 2023 | 22 |
Asset Dedication, LLC | 22 | 22 | 0.17% | 0.32% | 0.50% | Q2 2018 | Q3 2023 | 22 |
Endurance Wealth Management, Inc. | 22 | 22 | 0.12% | 0.60% | 1.81% | Q1 2018 | Q2 2023 | 22 |
Johnson Financial Group, Inc. | 22 | 22 | 0.01% | 0.08% | 0.24% | Q2 2018 | Q3 2023 | 22 |
Dai-ichi Life Insurance Company, Ltd | 22 | 22 | 0.14% | 0.29% | 0.63% | Q2 2018 | Q3 2023 | 22 |
AE Wealth Management LLC | 22 | 22 | 0.02% | 0.08% | 0.20% | Q2 2018 | Q3 2023 | 22 |
Covenant Asset Management, LLC | 14 | 14 | 0.08% | 0.92% | 3.60% | Q2 2020 | Q3 2023 | 22 |
IHT Wealth Management, LLC | 22 | 22 | 0.12% | 0.16% | 0.28% | Q2 2018 | Q3 2023 | 22 |
New Jersey Better Educational Savings Trust | 22 | 22 | 0.46% | 1.26% | 2.50% | Q2 2018 | Q3 2023 | 22 |
Independent Advisor Alliance | 22 | 22 | 0.07% | 0.23% | 0.60% | Q2 2018 | Q3 2023 | 22 |
Supplemental Annuity Collective Trust of NJ | 22 | 22 | 0.46% | 0.66% | 1.16% | Q2 2018 | Q3 2023 | 22 |
State of New Jersey Common Pension Fund D | 22 | 22 | 0.24% | 0.41% | 0.72% | Q2 2018 | Q3 2023 | 22 |
LEVEL FOUR ADVISORY SERVICES, LLC | 22 | 22 | 0.10% | 0.22% | 0.44% | Q2 2018 | Q3 2023 | 22 |
Westover Capital Advisors, LLC | 22 | 22 | 1.19% | 1.79% | 2.68% | Q2 2018 | Q3 2023 | 22 |
RB Capital Management, LLC | 22 | 22 | 0.29% | 0.48% | 0.76% | Q2 2018 | Q3 2023 | 22 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 22 | 22 | 0.01% | 0.27% | 1.12% | Q2 2018 | Q3 2023 | 22 |
Mutual Advisors, LLC | 22 | 22 | 0.16% | 0.25% | 0.33% | Q2 2018 | Q3 2023 | 22 |
Russell Investments Group, Ltd. | 22 | 22 | 0.10% | 0.14% | 0.26% | Q2 2018 | Q3 2023 | 22 |
Glenview Trust Co | 22 | 22 | 0.04% | 0.56% | 1.10% | Q2 2018 | Q3 2023 | 22 |
Meiji Yasuda Asset Management Co Ltd. | 22 | 22 | 0.15% | 0.33% | 0.57% | Q2 2018 | Q3 2023 | 22 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 22 | 0.10% | 0.17% | 0.32% | Q2 2018 | Q3 2023 | 22 |
Norinchukin Bank, The | 22 | 22 | 0.16% | 0.28% | 0.52% | Q2 2018 | Q3 2023 | 22 |
Jacobi Capital Management LLC | 22 | 22 | 0.01% | 0.03% | 0.09% | Q2 2018 | Q3 2023 | 22 |
SSI INVESTMENT MANAGEMENT LLC | 22 | 22 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 22 |
HMS Capital Management, LLC | 16 | 1 | 0.04% | 0.70% | 1.79% | Q1 2018 | Q3 2023 | 22 |
Harbour Capital Advisors, LLC | 12 | 10 | 0.64% | 1.12% | 2.14% | Q2 2018 | Q4 2023 | 22 |
Transform Wealth, LLC | 22 | 22 | 0.47% | 1.18% | 1.72% | Q2 2018 | Q3 2023 | 22 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 22 | 22 | 0.17% | 0.56% | 2.31% | Q2 2018 | Q3 2023 | 22 |
Premier Fund Managers Ltd | 22 | 22 | 0.04% | 1.19% | 3.32% | Q2 2018 | Q3 2023 | 22 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 22 | 22 | 0.02% | 0.11% | 0.20% | Q2 2018 | Q3 2023 | 22 |
Inspire Investing, LLC | 22 | 22 | 0.04% | 0.14% | 0.33% | Q2 2018 | Q3 2023 | 22 |
Sheaff Brock Investment Advisors, LLC | 16 | 5 | 0.02% | 0.36% | 0.95% | Q2 2018 | Q3 2023 | 22 |
Motley Fool Asset Management LLC | 22 | 22 | 0.15% | 0.37% | 0.83% | Q2 2018 | Q3 2023 | 22 |
Perkins Coie Trust Co | 22 | 22 | 0.02% | 0.08% | 0.70% | Q2 2018 | Q3 2023 | 22 |
Grove Bank & Trust | 22 | 22 | 0.18% | 0.42% | 0.58% | Q2 2018 | Q3 2023 | 22 |
BNP Paribas Asset Management Holding S.A. | 22 | 22 | 0.02% | 0.15% | 0.48% | Q2 2018 | Q3 2023 | 22 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 22 | 22 | 0.10% | 0.18% | 0.38% | Q2 2018 | Q3 2023 | 22 |
Clean Yield Group | 12 | 10 | 0.00% | 0.06% | 0.17% | Q1 2018 | Q3 2023 | 22 |
PineBridge Investments, L.P. | 22 | 22 | 0.08% | 0.69% | 1.67% | Q2 2018 | Q3 2023 | 22 |
Bristol Gate Capital Partners Inc. | 22 | 22 | 4.20% | 4.84% | 5.74% | Q2 2018 | Q3 2023 | 22 |
Hosking Partners LLP | 22 | 22 | 0.19% | 0.47% | 1.55% | Q2 2018 | Q3 2023 | 22 |
Baird Financial Group, Inc. | 22 | 22 | 0.07% | 0.28% | 0.44% | Q2 2018 | Q3 2023 | 22 |
Tower Research Capital LLC (TRC) | 22 | 22 | 0.00% | 0.30% | 0.99% | Q2 2018 | Q3 2023 | 22 |
Sompo Asset Management Co., Ltd. | 22 | 22 | 0.09% | 0.67% | 2.61% | Q2 2018 | Q3 2023 | 22 |
Cetera Advisors LLC | 22 | 22 | 0.04% | 0.09% | 0.17% | Q2 2018 | Q3 2023 | 22 |
Cetera Advisor Networks LLC | 22 | 22 | 0.02% | 0.10% | 0.24% | Q2 2018 | Q3 2023 | 22 |
Glassman Wealth Services | 22 | 22 | 0.02% | 0.05% | 0.11% | Q2 2018 | Q3 2023 | 22 |
Boston Trust Walden Corp | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
IFP Advisors, Inc | 17 | 1 | 0.02% | 0.09% | 0.27% | Q1 2016 | Q3 2023 | 22 |
PRIO WEALTH LIMITED PARTNERSHIP | 22 | 22 | 2.46% | 2.89% | 3.83% | Q2 2018 | Q3 2023 | 22 |
ROPES WEALTH ADVISORS LLC | 22 | 22 | 0.01% | 0.09% | 0.33% | Q2 2018 | Q3 2023 | 22 |
Allianz Asset Management GmbH | 22 | 22 | 0.31% | 0.57% | 0.82% | Q2 2018 | Q3 2023 | 22 |
Man Group plc | 22 | 22 | 0.01% | 0.13% | 0.35% | Q2 2018 | Q3 2023 | 22 |
BANQUE PICTET & CIE SA | 22 | 22 | 0.09% | 0.18% | 0.45% | Q2 2018 | Q3 2023 | 22 |
Atria Investments, Inc | 22 | 22 | 0.05% | 0.28% | 0.50% | Q2 2018 | Q3 2023 | 22 |
NewEdge Advisors, LLC | 22 | 22 | 0.04% | 0.24% | 0.67% | Q2 2018 | Q3 2023 | 22 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 22 | 22 | 0.48% | 0.65% | 0.88% | Q2 2018 | Q3 2023 | 22 |
SHAKER INVESTMENTS LLC/OH | 22 | 22 | 1.16% | 2.24% | 3.19% | Q2 2018 | Q3 2023 | 22 |
Candriam S.C.A. | 22 | 22 | 0.15% | 0.42% | 0.72% | Q2 2018 | Q3 2023 | 22 |
Louisiana State Employees Retirement System | 22 | 22 | 0.26% | 0.52% | 1.11% | Q2 2018 | Q3 2023 | 22 |
Crescent Park Management, L.P. | 22 | 22 | 3.46% | 7.50% | 13.64% | Q2 2018 | Q3 2023 | 22 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 22 | 22 | 0.07% | 0.19% | 0.33% | Q2 2018 | Q3 2023 | 22 |
Kentucky Retirement Systems | 22 | 22 | 0.43% | 0.58% | 0.97% | Q2 2018 | Q3 2023 | 22 |
Argent Trust Co | 22 | 22 | 0.12% | 0.34% | 0.66% | Q2 2018 | Q3 2023 | 22 |
Crossmark Global Holdings, Inc. | 22 | 22 | 0.20% | 0.31% | 0.57% | Q2 2018 | Q3 2023 | 22 |
Capital Analysts, LLC | 22 | 22 | 0.01% | 0.33% | 0.74% | Q2 2018 | Q3 2023 | 22 |
Pacer Advisors, Inc. | 22 | 22 | 0.01% | 0.27% | 0.61% | Q2 2018 | Q3 2023 | 22 |
EULAV Asset Management | 22 | 22 | 0.11% | 0.27% | 0.52% | Q2 2018 | Q3 2023 | 22 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 22 | 22 | 0.40% | 0.61% | 1.27% | Q2 2018 | Q3 2023 | 22 |
Triangle Securities Wealth Management | 22 | 22 | 0.35% | 0.57% | 0.75% | Q2 2018 | Q3 2023 | 22 |
Prospera Financial Services Inc | 22 | 22 | 0.04% | 0.37% | 0.97% | Q2 2018 | Q3 2023 | 22 |
Compagnie Lombard Odier SCmA | 22 | 22 | 0.01% | 0.30% | 1.01% | Q2 2018 | Q3 2023 | 22 |
Gradient Investments LLC | 22 | 22 | 0.00% | 0.44% | 0.74% | Q2 2018 | Q3 2023 | 22 |
Stratos Wealth Partners, LTD. | 22 | 22 | 0.02% | 0.14% | 0.33% | Q2 2018 | Q3 2023 | 22 |
BTC Capital Management, Inc. | 22 | 22 | 0.75% | 1.32% | 2.01% | Q2 2018 | Q3 2023 | 22 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 22 | 22 | 0.05% | 0.08% | 0.13% | Q2 2018 | Q3 2023 | 22 |
National Pension Service | 22 | 22 | 0.37% | 0.54% | 0.90% | Q2 2018 | Q3 2023 | 22 |
Archford Capital Strategies, LLC | 22 | 22 | 0.03% | 0.27% | 0.65% | Q2 2018 | Q3 2023 | 22 |
Ascent Wealth Partners, LLC | 22 | 22 | 0.22% | 0.31% | 0.45% | Q2 2018 | Q3 2023 | 22 |
Livforsakringsbolaget Skandia, Omsesidigt | 22 | 22 | 0.40% | 0.68% | 1.21% | Q2 2018 | Q3 2023 | 22 |
Utah Retirement Systems | 22 | 22 | 0.38% | 0.51% | 0.84% | Q2 2018 | Q3 2023 | 22 |
Goelzer Investment Management, Inc. | 22 | 22 | 0.22% | 0.36% | 0.80% | Q2 2018 | Q3 2023 | 22 |
Allworth Financial LP | 22 | 22 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 22 |
Sandhill Capital Partners LLC | 22 | 22 | 0.08% | 0.24% | 0.55% | Q2 2018 | Q3 2023 | 22 |
Arizona State Retirement System | 22 | 22 | 0.25% | 0.47% | 0.84% | Q2 2018 | Q3 2023 | 22 |
BANK PICTET & CIE (ASIA) LTD | 22 | 22 | 0.34% | 0.44% | 0.62% | Q2 2018 | Q3 2023 | 22 |
HoyleCohen, LLC | 22 | 22 | 0.56% | 1.00% | 1.83% | Q2 2018 | Q3 2023 | 22 |
JANICZEK WEALTH MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.01% | 0.09% | Q2 2018 | Q3 2023 | 22 |
E&G Advisors, LP | 22 | 22 | 0.24% | 0.31% | 0.49% | Q2 2018 | Q3 2023 | 22 |
Checchi Capital Advisers, LLC | 22 | 22 | 0.08% | 0.17% | 0.36% | Q2 2018 | Q3 2023 | 22 |
Oxbow Advisors, LLC | 22 | 22 | 0.04% | 0.11% | 0.26% | Q2 2018 | Q3 2023 | 22 |
FDx Advisors, Inc. | 22 | 22 | 0.07% | 0.45% | 1.21% | Q2 2018 | Q3 2023 | 22 |
Retirement Systems of Alabama | 22 | 22 | 0.23% | 0.49% | 0.91% | Q2 2018 | Q3 2023 | 22 |
Buckingham Capital Management, Inc. | 22 | 22 | 0.28% | 1.71% | 2.70% | Q2 2018 | Q3 2023 | 22 |
Private Advisor Group, LLC | 22 | 22 | 0.02% | 0.10% | 0.22% | Q2 2018 | Q3 2023 | 22 |
TELEMUS CAPITAL, LLC | 22 | 22 | 0.04% | 0.15% | 0.29% | Q2 2018 | Q3 2023 | 22 |
State of Tennessee, Treasury Department | 22 | 22 | 0.25% | 0.44% | 0.64% | Q2 2018 | Q3 2023 | 22 |
Veritable, L.P. | 21 | 21 | 0.04% | 0.07% | 0.15% | Q2 2018 | Q2 2023 | 21 |
Smith, Salley & Associates | 21 | 21 | 0.32% | 0.69% | 0.91% | Q3 2018 | Q3 2023 | 21 |
Evercore Wealth Management, LLC | 21 | 21 | 0.01% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 21 |
Skandinaviska Enskilda Banken AB (publ) | 21 | 21 | 0.09% | 0.38% | 0.90% | Q3 2018 | Q3 2023 | 21 |
METROPOLITAN LIFE INSURANCE CO/NY | 21 | 21 | 0.33% | 0.49% | 0.77% | Q3 2018 | Q3 2023 | 21 |
Bank OZK | 14 | 7 | 0.10% | 0.24% | 0.56% | Q2 2018 | Q3 2023 | 21 |
MUFG Securities EMEA plc | 19 | 2 | 0.00% | 0.20% | 1.17% | Q2 2018 | Q3 2023 | 21 |
Patriot Financial Group Insurance Agency, LLC | 21 | 21 | 0.08% | 0.15% | 0.25% | Q3 2018 | Q3 2023 | 21 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 20 | 1 | 0.04% | 0.18% | 0.49% | Q2 2018 | Q3 2023 | 21 |
Harvest Fund Management Co., Ltd | 21 | 21 | 0.03% | 0.40% | 1.20% | Q3 2018 | Q3 2023 | 21 |
Caprock Group, LLC | 21 | 21 | 0.10% | 0.23% | 0.41% | Q3 2018 | Q3 2023 | 21 |
First Command Financial Services, Inc. | 21 | 21 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q2 2023 | 21 |
First Command Bank | 21 | 21 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q2 2023 | 21 |
Wealthcare Advisory Partners LLC | 21 | 21 | 0.00% | 0.04% | 0.09% | Q3 2018 | Q3 2023 | 21 |
Simplicity Solutions, LLC | 20 | 1 | 0.01% | 0.29% | 0.94% | Q2 2018 | Q3 2023 | 21 |
Windsor Capital Management, LLC | 21 | 21 | 0.29% | 0.34% | 0.43% | Q3 2018 | Q3 2023 | 21 |
CITIZENS FINANCIAL GROUP INC/RI | 11 | 10 | 0.00% | 0.03% | 0.09% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.03% | 0.10% | Q3 2018 | Q3 2023 | 21 |
ALERUS FINANCIAL NA | 21 | 21 | 0.52% | 0.70% | 1.00% | Q3 2018 | Q3 2023 | 21 |
Edgemoor Investment Advisors, Inc. | 21 | 21 | 0.25% | 1.12% | 1.86% | Q3 2018 | Q3 2023 | 21 |
Linscomb & Williams, Inc. | 21 | 21 | 0.24% | 0.56% | 0.97% | Q3 2018 | Q3 2023 | 21 |
Gilman Hill Asset Management, LLC | 20 | 1 | 0.10% | 0.15% | 0.20% | Q2 2018 | Q3 2023 | 21 |
Boston Partners | 20 | 1 | 0.01% | 0.02% | 0.07% | Q2 2018 | Q3 2023 | 21 |
Mizuho Markets Cayman LP | 13 | 13 | 0.01% | 0.64% | 4.41% | Q4 2019 | Q4 2022 | 21 |
GREAT LAKES ADVISORS, LLC | 19 | 2 | 0.02% | 0.17% | 0.94% | Q2 2018 | Q3 2023 | 21 |
COLDSTREAM CAPITAL MANAGEMENT INC | 17 | 4 | 0.03% | 0.09% | 0.22% | Q2 2018 | Q3 2023 | 21 |
ClariVest Asset Management LLC | 20 | 1 | 0.00% | 0.50% | 0.74% | Q2 2018 | Q3 2023 | 21 |
MetLife Investment Management, LLC | 21 | 21 | 0.32% | 0.46% | 0.80% | Q3 2018 | Q3 2023 | 21 |
COHEN & STEERS, INC. | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
REGIONS FINANCIAL CORP | 21 | 21 | 0.01% | 0.06% | 0.41% | Q3 2018 | Q3 2023 | 21 |
1832 Asset Management L.P. | 19 | 2 | 0.00% | 0.05% | 0.17% | Q2 2018 | Q3 2023 | 21 |
VALLEY WEALTH MANAGERS, INC. | 21 | 21 | 1.86% | 2.19% | 3.20% | Q3 2018 | Q3 2023 | 21 |
BOKF, NA | 12 | 9 | 0.07% | 0.51% | 0.94% | Q2 2018 | Q3 2023 | 21 |
Beech Hill Advisors, Inc. | 21 | 21 | 1.39% | 2.54% | 3.45% | Q3 2018 | Q3 2023 | 21 |
Eisler Capital (UK) Ltd. | 9 | 9 | 0.01% | 0.59% | 1.78% | Q3 2021 | Q3 2023 | 21 |
NWAM LLC | 12 | 9 | 0.01% | 0.20% | 0.47% | Q2 2018 | Q3 2023 | 21 |
Global Retirement Partners, LLC | 14 | 7 | 0.01% | 0.14% | 0.25% | Q2 2018 | Q3 2023 | 21 |
Snowden Capital Advisors LLC | 13 | 8 | 0.10% | 0.40% | 0.80% | Q2 2018 | Q3 2023 | 21 |
SIGMA INVESTMENT COUNSELORS INC | 12 | 9 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 21 |
Roble, Belko & Company, Inc | 21 | 21 | 0.00% | 0.00% | 0.06% | Q2 2018 | Q2 2023 | 21 |
Braun-Bostich & Associates Inc. | 15 | 6 | 0.23% | 0.62% | 1.17% | Q1 2018 | Q2 2023 | 21 |
Guinness Asset Management LTD | 21 | 21 | 3.07% | 3.87% | 4.76% | Q3 2018 | Q3 2023 | 21 |
Guinness Atkinson Asset Management Inc | 21 | 21 | 0.21% | 0.47% | 0.94% | Q3 2018 | Q3 2023 | 21 |
DELTEC ASSET MANAGEMENT LLC | 19 | 2 | 0.53% | 1.60% | 2.55% | Q2 2018 | Q3 2023 | 21 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 16 | 5 | 0.04% | 0.51% | 1.80% | Q2 2018 | Q3 2023 | 21 |
J.P. Morgan Private Wealth Advisors LLC | 20 | 1 | 0.37% | 0.81% | 1.60% | Q2 2018 | Q3 2023 | 21 |
CWM, LLC | 13 | 8 | 0.00% | 0.02% | 0.11% | Q2 2018 | Q3 2023 | 21 |
Consolidated Investment Group LLC | 21 | 21 | 1.74% | 2.64% | 4.54% | Q3 2018 | Q3 2023 | 21 |
EVERGREEN CAPITAL MANAGEMENT LLC | 21 | 21 | 0.02% | 0.08% | 0.22% | Q3 2018 | Q3 2023 | 21 |
Ninety One North America, Inc. | 21 | 21 | 0.22% | 1.06% | 2.22% | Q2 2018 | Q2 2023 | 21 |
SCOTIA CAPITAL INC. | 21 | 21 | 0.06% | 0.11% | 0.23% | Q3 2018 | Q3 2023 | 21 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 18 | 3 | 0.01% | 0.06% | 0.10% | Q1 2018 | Q3 2023 | 21 |
Rehmann Capital Advisory Group | 15 | 6 | 0.05% | 0.10% | 0.15% | Q2 2018 | Q3 2023 | 21 |
PRUDENTIAL PLC | 21 | 21 | 0.01% | 0.41% | 1.54% | Q2 2018 | Q2 2023 | 21 |
Garrison Asset Management, LLC | 21 | 21 | 1.42% | 2.28% | 3.74% | Q3 2018 | Q3 2023 | 21 |
SEGALL BRYANT & HAMILL, LLC | 20 | 1 | 0.20% | 0.27% | 0.35% | Q2 2018 | Q3 2023 | 21 |
USS Investment Management Ltd | 21 | 21 | 0.17% | 0.43% | 0.98% | Q3 2018 | Q3 2023 | 21 |
NAVELLIER & ASSOCIATES INC | 21 | 21 | 0.07% | 0.19% | 0.90% | Q3 2018 | Q3 2023 | 21 |
JOHNSON INVESTMENT COUNSEL INC | 21 | 21 | 0.04% | 0.12% | 0.17% | Q3 2018 | Q3 2023 | 21 |
Capital Asset Advisory Services LLC | 14 | 7 | 0.04% | 0.18% | 0.73% | Q2 2018 | Q3 2023 | 21 |
Baker Avenue Asset Management, LP | 13 | 8 | 0.02% | 0.14% | 0.34% | Q1 2018 | Q3 2023 | 21 |
IFG Advisory, LLC | 16 | 5 | 0.09% | 0.24% | 0.48% | Q2 2018 | Q3 2023 | 21 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 20 | 1 | 0.11% | 0.46% | 0.90% | Q2 2018 | Q3 2023 | 21 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 21 | 21 | 0.16% | 0.32% | 0.44% | Q3 2018 | Q3 2023 | 21 |
WESBANCO BANK INC | 11 | 10 | 1.02% | 1.48% | 2.04% | Q2 2018 | Q3 2023 | 21 |
BESSEMER GROUP INC | 21 | 21 | 0.01% | 0.23% | 0.75% | Q3 2018 | Q3 2023 | 21 |
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | 21 | 21 | 1.46% | 3.02% | 5.44% | Q3 2018 | Q3 2023 | 21 |
Penserra Capital Management LLC | 20 | 1 | 0.06% | 0.26% | 0.68% | Q2 2018 | Q3 2023 | 21 |
Cetera Investment Advisers | 21 | 21 | 0.10% | 0.17% | 0.22% | Q3 2018 | Q3 2023 | 21 |
DUBUQUE BANK & TRUST CO | 21 | 21 | 0.26% | 0.98% | 1.51% | Q3 2018 | Q3 2023 | 21 |
COMERICA BANK | 19 | 2 | 0.00% | 0.21% | 0.49% | Q2 2018 | Q3 2023 | 21 |
MILLER HOWARD INVESTMENTS INC /NY | 21 | 21 | 1.80% | 2.51% | 3.31% | Q3 2018 | Q3 2023 | 21 |
Close Asset Management Ltd | 21 | 21 | 0.00% | 0.01% | 0.09% | Q3 2018 | Q3 2023 | 21 |
HM PAYSON & CO | 20 | 1 | 0.01% | 1.89% | 3.67% | Q2 2018 | Q3 2023 | 21 |
Slow Capital, Inc. | 21 | 21 | 0.84% | 1.82% | 3.50% | Q3 2018 | Q3 2023 | 21 |
abrdn plc | 21 | 21 | 0.59% | 0.88% | 1.28% | Q3 2018 | Q3 2023 | 21 |
Heritage Wealth Advisors | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Convergence Investment Partners, LLC | 21 | 21 | 0.31% | 1.29% | 3.02% | Q3 2018 | Q3 2023 | 21 |
VALLEY NATIONAL ADVISERS INC | 20 | 1 | 0.00% | 0.27% | 0.74% | Q2 2018 | Q3 2023 | 21 |
CULLEN/FROST BANKERS, INC. | 19 | 2 | 0.01% | 0.21% | 0.50% | Q2 2018 | Q3 2023 | 21 |
HOLLENCREST CAPITAL MANAGEMENT | 21 | 21 | 0.04% | 0.08% | 0.21% | Q3 2018 | Q3 2023 | 21 |
RNC CAPITAL MANAGEMENT LLC | 21 | 21 | 0.02% | 2.64% | 3.95% | Q3 2018 | Q3 2023 | 21 |
AEGON ASSET MANAGEMENT UK PLC | 21 | 21 | 2.00% | 2.46% | 4.40% | Q2 2018 | Q2 2023 | 21 |
Simmons Bank | 21 | 21 | 0.02% | 0.06% | 0.12% | Q3 2018 | Q3 2023 | 21 |
LINCOLN NATIONAL CORP | 21 | 21 | 0.01% | 0.07% | 0.17% | Q3 2018 | Q3 2023 | 21 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 21 | 21 | 0.01% | 0.16% | 0.58% | Q3 2018 | Q3 2023 | 21 |
THORNBURG INVESTMENT MANAGEMENT INC | 21 | 21 | 0.92% | 4.33% | 7.29% | Q3 2018 | Q3 2023 | 21 |
Cerity Partners LLC | 21 | 21 | 0.03% | 0.24% | 0.49% | Q3 2018 | Q3 2023 | 21 |
WEBSTER BANK, N. A. | 21 | 21 | 0.03% | 0.05% | 0.17% | Q3 2018 | Q3 2023 | 21 |
Blume Capital Management, Inc. | 21 | 21 | 0.04% | 0.05% | 0.08% | Q3 2018 | Q3 2023 | 21 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 21 | 21 | 0.28% | 0.79% | 1.19% | Q1 2018 | Q1 2023 | 21 |
NEVILLE RODIE & SHAW INC | 21 | 21 | 0.01% | 0.05% | 0.10% | Q4 2018 | Q4 2023 | 21 |
FIRST HAWAIIAN BANK | 21 | 21 | 0.07% | 0.12% | 0.16% | Q3 2018 | Q3 2023 | 21 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 16 | 5 | 0.34% | 0.47% | 0.94% | Q2 2018 | Q3 2023 | 21 |
Kistler-Tiffany Companies, LLC | 21 | 21 | 0.09% | 0.27% | 0.84% | Q2 2018 | Q2 2023 | 21 |
Verity & Verity, LLC | 21 | 21 | 0.20% | 1.79% | 4.20% | Q3 2018 | Q3 2023 | 21 |
Fiera Capital Corp | 16 | 5 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 21 |
Allred Capital Management, LLC | 20 | 20 | 0.12% | 0.38% | 0.62% | Q4 2018 | Q3 2023 | 20 |
EAGLE ASSET MANAGEMENT INC | 19 | 1 | 0.00% | 0.65% | 1.25% | Q2 2018 | Q3 2023 | 20 |
Railway Pension Investments Ltd | 20 | 20 | 0.39% | 0.72% | 1.63% | Q4 2018 | Q3 2023 | 20 |
TRUE Private Wealth Advisors | 12 | 8 | 0.03% | 0.08% | 0.14% | Q2 2018 | Q3 2023 | 20 |
Columbia Asset Management | 14 | 6 | 0.25% | 0.74% | 1.50% | Q3 2018 | Q3 2023 | 20 |
Foster Victor Wealth Advisors, LLC | 20 | 20 | 0.20% | 1.38% | 2.02% | Q4 2018 | Q3 2023 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.05% | 0.23% | Q1 2018 | Q3 2023 | 20 |
Qtron Investments LLC | 20 | 20 | 0.19% | 0.55% | 0.79% | Q4 2018 | Q3 2023 | 20 |
MARTINGALE ASSET MANAGEMENT L P | 19 | 1 | 0.01% | 0.83% | 1.38% | Q2 2018 | Q3 2023 | 20 |
WRIGHT INVESTORS SERVICE INC | 20 | 20 | 0.40% | 1.00% | 1.47% | Q4 2018 | Q3 2023 | 20 |
Ausdal Financial Partners, Inc. | 14 | 6 | 0.03% | 0.10% | 0.26% | Q3 2018 | Q3 2023 | 20 |
S. R. Schill & Associates | 20 | 20 | 0.44% | 1.31% | 2.33% | Q4 2018 | Q3 2023 | 20 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
CX Institutional | 20 | 20 | 0.00% | 0.05% | 0.26% | Q4 2018 | Q3 2023 | 20 |
Wellington Shields & Co., LLC | 16 | 4 | 0.13% | 0.22% | 0.32% | Q3 2018 | Q3 2023 | 20 |
FARMERS & MERCHANTS INVESTMENTS INC | 20 | 20 | 0.36% | 0.51% | 0.79% | Q4 2018 | Q3 2023 | 20 |
FIRST FOUNDATION ADVISORS | 20 | 20 | 0.09% | 0.15% | 0.31% | Q4 2018 | Q3 2023 | 20 |
RFG Advisory, LLC | 20 | 20 | 0.07% | 0.12% | 0.20% | Q4 2018 | Q3 2023 | 20 |
DekaBank Deutsche Girozentrale | 16 | 3 | 0.00% | 0.70% | 1.18% | Q2 2018 | Q3 2023 | 20 |
Field & Main Bank | 14 | 2 | 1.61% | 1.91% | 2.47% | Q2 2018 | Q3 2023 | 20 |
LOOMIS SAYLES & CO L P | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Cambridge Financial Group, Inc. | 17 | 1 | 3.02% | 3.72% | 4.76% | Q1 2018 | Q3 2023 | 20 |
Private Ocean, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Aptus Capital Advisors, LLC | 13 | 1 | 0.00% | 0.40% | 1.88% | Q1 2019 | Q3 2023 | 20 |
Vigilant Capital Management, LLC | 11 | 9 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2023 | 20 |
Prime Capital Investment Advisors, LLC | 18 | 1 | 0.00% | 0.35% | 0.64% | Q2 2018 | Q3 2023 | 20 |
MGO ONE SEVEN LLC | 20 | 20 | 0.05% | 0.24% | 0.47% | Q4 2018 | Q3 2023 | 20 |
KIRR MARBACH & CO LLC /IN/ | 20 | 20 | 1.54% | 3.25% | 5.43% | Q4 2018 | Q3 2023 | 20 |
ALLSTATE CORP | 20 | 20 | 0.07% | 0.20% | 0.55% | Q4 2018 | Q3 2023 | 20 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 20 | 20 | 0.13% | 0.57% | 1.17% | Q4 2018 | Q3 2023 | 20 |
Clarius Group, LLC | 20 | 20 | 0.08% | 0.22% | 0.40% | Q4 2018 | Q3 2023 | 20 |
Reliant Investment Management, LLC | 20 | 20 | 2.89% | 3.68% | 5.04% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.13% | 0.30% | 0.52% | Q4 2018 | Q3 2023 | 20 |
Legacy Financial Advisors, Inc. | 13 | 7 | 0.03% | 0.11% | 0.24% | Q2 2018 | Q3 2023 | 20 |
Independence Bank of Kentucky | 20 | 20 | 0.14% | 0.19% | 0.34% | Q4 2018 | Q3 2023 | 20 |
Leisure Capital Management | 20 | 20 | 0.67% | 0.88% | 1.43% | Q4 2018 | Q3 2023 | 20 |
Pacific Center for Financial Services | 15 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 20 |
BARINGS LLC | 16 | 4 | 0.01% | 0.08% | 0.16% | Q3 2018 | Q3 2023 | 20 |
Edge Capital Group, LLC | 20 | 20 | 0.04% | 0.90% | 1.30% | Q4 2018 | Q3 2023 | 20 |
Princeton Global Asset Management LLC | 20 | 20 | 1.95% | 2.75% | 4.16% | Q4 2018 | Q3 2023 | 20 |
Aristotle Atlantic Partners, LLC | 19 | 1 | 0.25% | 0.68% | 1.30% | Q2 2018 | Q3 2023 | 20 |
Institute for Wealth Management, LLC. | 20 | 20 | 0.06% | 0.20% | 0.38% | Q4 2018 | Q3 2023 | 20 |
MEEDER ASSET MANAGEMENT INC | 12 | 1 | 0.00% | 0.38% | 1.40% | Q2 2018 | Q3 2023 | 20 |
Wellington Shields Capital Management, LLC | 20 | 20 | 0.06% | 0.13% | 0.25% | Q4 2018 | Q3 2023 | 20 |
DFPG INVESTMENTS, LLC | 20 | 20 | 0.23% | 0.52% | 0.95% | Q4 2018 | Q3 2023 | 20 |
Allen Investment Management, LLC | 20 | 20 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 16 | 4 | 0.00% | 0.14% | 0.22% | Q2 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors, Inc. | 20 | 20 | 0.10% | 0.16% | 0.28% | Q1 2018 | Q4 2022 | 20 |
Connor, Clark & Lunn Investment Management Ltd. | 17 | 3 | 0.00% | 0.04% | 0.21% | Q2 2018 | Q3 2023 | 20 |
Horizon Investments, LLC | 20 | 20 | 0.01% | 0.21% | 1.67% | Q4 2018 | Q3 2023 | 20 |
GOFEN & GLOSSBERG LLC /IL/ | 20 | 20 | 0.90% | 1.25% | 1.62% | Q1 2018 | Q4 2022 | 20 |
DUPONT CAPITAL MANAGEMENT CORP | 20 | 20 | 0.04% | 0.10% | 0.16% | Q3 2018 | Q2 2023 | 20 |
Kinneret Advisory, LLC | 20 | 20 | 0.23% | 0.29% | 0.36% | Q4 2018 | Q3 2023 | 20 |
Zurich Insurance Group Ltd/FI | 12 | 8 | 0.04% | 0.47% | 1.43% | Q2 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.02% | 0.21% | 0.95% | Q4 2018 | Q3 2023 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.01% | 0.11% | 0.28% | Q4 2018 | Q3 2023 | 20 |
SteelPeak Wealth, LLC | 16 | 16 | 0.00% | 0.77% | 1.38% | Q4 2019 | Q3 2023 | 20 |
WEALTHSOURCE PARTNERS, LLC | 20 | 20 | 0.03% | 0.07% | 0.14% | Q4 2018 | Q3 2023 | 20 |
FAIRFIELD, BUSH & CO. | 20 | 20 | 0.09% | 0.80% | 1.66% | Q4 2018 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.01% | 0.10% | 0.21% | Q4 2018 | Q3 2023 | 20 |
ROYAL LONDON ASSET MANAGEMENT LTD | 20 | 20 | 0.28% | 0.45% | 0.65% | Q4 2018 | Q3 2023 | 20 |
HBK Sorce Advisory LLC | 20 | 20 | 0.06% | 0.08% | 0.10% | Q4 2018 | Q3 2023 | 20 |
9258 Wealth Management, LLC | 20 | 20 | 0.34% | 0.44% | 0.64% | Q4 2018 | Q3 2023 | 20 |
Wunderlich Capital Managemnt | 20 | 20 | 0.98% | 1.38% | 2.24% | Q4 2018 | Q3 2023 | 20 |
CRA Financial Services, LLC | 20 | 20 | 0.28% | 0.34% | 0.48% | Q4 2018 | Q3 2023 | 20 |
BLAIR WILLIAM & CO/IL | 20 | 20 | 0.01% | 0.07% | 0.19% | Q4 2018 | Q3 2023 | 20 |
Magnus Financial Group LLC | 20 | 20 | 0.05% | 0.11% | 0.22% | Q4 2018 | Q3 2023 | 20 |
Sustainable Insight Capital Management, LLC | 12 | 8 | 0.19% | 2.78% | 5.47% | Q2 2018 | Q3 2023 | 20 |
MOTCO | 20 | 20 | 0.42% | 1.03% | 1.59% | Q4 2018 | Q3 2023 | 20 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 20 | 20 | 0.04% | 0.12% | 0.20% | Q4 2018 | Q3 2023 | 20 |
ROTHSCHILD INVESTMENT LLC /IL | 20 | 20 | 0.04% | 0.17% | 0.29% | Q4 2018 | Q3 2023 | 20 |
OLD NATIONAL BANCORP /IN/ | 12 | 8 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.04% | 0.07% | 0.14% | Q4 2018 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.02% | 0.06% | 0.15% | Q4 2018 | Q3 2023 | 20 |
Waldron Private Wealth LLC | 20 | 20 | 0.02% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Cornerstone Investment Partners, LLC | 20 | 20 | 2.41% | 4.72% | 5.81% | Q4 2018 | Q3 2023 | 20 |
B & T Capital Management DBA Alpha Capital Management | 20 | 20 | 1.00% | 1.15% | 1.35% | Q4 2018 | Q3 2023 | 20 |
Verdence Capital Advisors LLC | 20 | 20 | 0.86% | 1.20% | 1.55% | Q4 2018 | Q3 2023 | 20 |
Compton Wealth Advisory Group, LLC | 20 | 20 | 0.12% | 0.50% | 1.01% | Q4 2018 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.02% | 0.04% | 0.11% | Q4 2018 | Q3 2023 | 20 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 20 | 20 | 0.02% | 0.17% | 0.36% | Q4 2018 | Q3 2023 | 20 |
Proficio Capital Partners LLC | 14 | 6 | 0.05% | 0.10% | 0.16% | Q1 2018 | Q3 2023 | 20 |
Icon Wealth Partners, LLC | 17 | 3 | 0.14% | 0.48% | 0.84% | Q2 2018 | Q3 2023 | 20 |
SIGNET FINANCIAL MANAGEMENT, LLC | 17 | 2 | 0.00% | 0.30% | 0.68% | Q2 2018 | Q3 2023 | 20 |
PARK AVENUE SECURITIES LLC | 18 | 2 | 0.01% | 0.05% | 0.15% | Q3 2018 | Q3 2023 | 20 |
Riverview Trust Co | 20 | 20 | 0.35% | 0.46% | 0.66% | Q4 2018 | Q3 2023 | 20 |
Artemis Investment Management LLP | 20 | 20 | 0.39% | 1.32% | 2.32% | Q4 2018 | Q3 2023 | 20 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 17 | 3 | 0.06% | 0.40% | 0.84% | Q2 2018 | Q3 2023 | 20 |
Essex Savings Bank | 20 | 20 | 0.03% | 0.37% | 0.76% | Q4 2018 | Q3 2023 | 20 |
DeDora Capital, Inc. | 12 | 1 | 0.25% | 0.74% | 0.89% | Q2 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.01% | 0.35% | 0.56% | Q4 2018 | Q3 2023 | 20 |
Meridian Wealth Advisors, LLC | 20 | 20 | 0.24% | 0.53% | 0.87% | Q4 2018 | Q3 2023 | 20 |
Vident Investment Advisory, LLC | 20 | 20 | 0.03% | 0.37% | 1.83% | Q3 2018 | Q2 2023 | 20 |
Knuff & Co LLC | 20 | 20 | 0.35% | 0.51% | 0.90% | Q4 2018 | Q3 2023 | 20 |
Pinnacle Bancorp, Inc. | 20 | 20 | 0.01% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 20 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 13 | 7 | 1.22% | 3.44% | 5.71% | Q2 2018 | Q3 2023 | 20 |
ONTARIO TEACHERS PENSION PLAN BOARD | 14 | 5 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q1 2023 | 19 |
Coatue Management | 19 | 19 | 0.59% | 1.86% | 5.68% | Q2 2018 | Q4 2022 | 19 |
Raab & Moskowitz Asset Management LLC | 18 | 1 | 0.04% | 0.24% | 0.37% | Q3 2018 | Q3 2023 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.06% | 0.31% | 0.55% | Q1 2019 | Q3 2023 | 19 |
Cadence Bank | 19 | 19 | 0.30% | 1.32% | 1.98% | Q1 2019 | Q3 2023 | 19 |
Marietta Wealth Management, LLC | 19 | 19 | 0.15% | 0.86% | 1.44% | Q1 2019 | Q3 2023 | 19 |
ZACKS INVESTMENT MANAGEMENT | 19 | 19 | 0.10% | 0.61% | 1.08% | Q1 2019 | Q3 2023 | 19 |
Catalyst Capital Advisors LLC | 12 | 7 | 0.00% | 0.01% | 0.09% | Q2 2018 | Q3 2023 | 19 |
Insight Wealth Strategies, LLC | 19 | 19 | 0.06% | 0.36% | 0.60% | Q1 2019 | Q3 2023 | 19 |
PACIFIC HEIGHTS ASSET MANAGEMENT LLC | 19 | 19 | 1.04% | 1.94% | 3.71% | Q1 2019 | Q3 2023 | 19 |
Traynor Capital Management, Inc. | 13 | 1 | 0.00% | 0.12% | 0.34% | Q2 2018 | Q3 2023 | 19 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 15 | 2 | 0.03% | 0.32% | 0.62% | Q2 2018 | Q3 2023 | 19 |
Freestone Capital Holdings, LLC | 13 | 6 | 0.02% | 0.27% | 0.64% | Q4 2018 | Q3 2023 | 19 |
Integrated Advisors Network LLC | 16 | 16 | 0.00% | 0.26% | 0.78% | Q4 2019 | Q3 2023 | 19 |
STEEL GROVE CAPITAL ADVISORS, LLC | 17 | 2 | 0.06% | 0.52% | 0.94% | Q3 2018 | Q3 2023 | 19 |
BerganKDV Wealth Management, LLC | 19 | 19 | 0.00% | 0.27% | 0.37% | Q4 2018 | Q2 2023 | 19 |
LVM CAPITAL MANAGEMENT LTD/MI | 19 | 19 | 1.59% | 2.89% | 4.82% | Q1 2019 | Q3 2023 | 19 |
TD Capital Management LLC | 14 | 5 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 19 |
GAM Holding AG | 19 | 19 | 0.02% | 0.17% | 0.72% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.06% | 0.13% | 0.31% | Q1 2019 | Q3 2023 | 19 |
GRIFFIN ASSET MANAGEMENT, INC. | 19 | 19 | 0.18% | 0.27% | 0.36% | Q1 2019 | Q3 2023 | 19 |
Vestmark Advisory Solutions, Inc. | 19 | 19 | 0.28% | 0.98% | 1.43% | Q1 2019 | Q3 2023 | 19 |
THOMPSON SIEGEL & WALMSLEY LLC | 19 | 19 | 0.04% | 0.11% | 0.19% | Q1 2019 | Q3 2023 | 19 |
Rathbones Group PLC | 14 | 5 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 19 |
Truvestments Capital LLC | 15 | 1 | 0.02% | 1.23% | 2.62% | Q3 2018 | Q3 2023 | 19 |
1834 INVESTMENT ADVISORS CO | 17 | 2 | 0.00% | 1.37% | 2.21% | Q3 2018 | Q3 2023 | 19 |
Oliver Luxxe Assets LLC | 19 | 19 | 0.96% | 1.24% | 1.65% | Q1 2019 | Q3 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.07% | 0.36% | 0.76% | Q4 2018 | Q3 2023 | 19 |
Nippon Life Global Investors Americas, Inc. | 11 | 8 | 0.16% | 0.96% | 2.18% | Q2 2018 | Q3 2023 | 19 |
Oakworth Capital, Inc. | 18 | 1 | 0.00% | 0.06% | 0.09% | Q2 2018 | Q3 2023 | 19 |
Mizuho Securities Co. Ltd. | 19 | 19 | 0.00% | 1.41% | 8.03% | Q4 2018 | Q2 2023 | 19 |
FIL Ltd | 9 | 4 | 0.00% | 0.01% | 0.06% | Q3 2018 | Q3 2023 | 19 |
FIRST FINANCIAL CORP /IN/ | 19 | 19 | 0.02% | 0.06% | 0.52% | Q1 2019 | Q3 2023 | 19 |
Cumberland Partners Ltd | 19 | 19 | 0.16% | 0.50% | 0.96% | Q1 2019 | Q3 2023 | 19 |
Oak Grove Capital LLC | 18 | 18 | 0.00% | 2.48% | 7.28% | Q2 2019 | Q3 2023 | 19 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 19 | 19 | 0.00% | 0.12% | 0.45% | Q1 2019 | Q3 2023 | 19 |
ING GROEP NV | 16 | 1 | 0.01% | 0.36% | 0.99% | Q3 2018 | Q3 2023 | 19 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 17 | 2 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 19 |
Voya Financial Advisors, Inc. | 16 | 3 | 0.01% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 19 |
Arden Trust Co | 19 | 19 | 0.33% | 0.59% | 0.85% | Q2 2019 | Q4 2023 | 19 |
Altman Advisors, Inc. | 18 | 1 | 0.25% | 1.86% | 2.39% | Q4 2018 | Q3 2023 | 19 |
Sunbelt Securities, Inc. | 19 | 19 | 0.04% | 0.48% | 0.76% | Q1 2019 | Q3 2023 | 19 |
PATTON ALBERTSON MILLER GROUP, LLC | 18 | 1 | 0.01% | 0.38% | 0.56% | Q3 2018 | Q3 2023 | 19 |
Westside Investment Management, Inc. | 15 | 1 | 0.08% | 0.63% | 1.28% | Q2 2018 | Q3 2023 | 19 |
TOTH FINANCIAL ADVISORY CORP | 19 | 19 | 0.00% | 0.10% | 0.39% | Q1 2019 | Q3 2023 | 19 |
TODD ASSET MANAGEMENT LLC | 19 | 19 | 0.51% | 1.03% | 1.29% | Q1 2019 | Q3 2023 | 19 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 19 | 19 | 0.34% | 0.58% | 0.90% | Q2 2018 | Q4 2022 | 19 |
Focused Wealth Management, Inc | 14 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 19 |
MOSELEY INVESTMENT MANAGEMENT INC | 19 | 19 | 0.55% | 1.00% | 2.36% | Q1 2019 | Q3 2023 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.00% | 0.58% | 1.32% | Q3 2018 | Q3 2023 | 19 |
BANK OF THE WEST | 19 | 19 | 1.02% | 1.51% | 2.02% | Q2 2018 | Q4 2022 | 19 |
Northeast Financial Consultants Inc | 19 | 19 | 0.09% | 0.28% | 0.49% | Q1 2019 | Q3 2023 | 19 |
Summit Financial Wealth Advisors, LLC | 19 | 19 | 0.13% | 0.86% | 2.12% | Q1 2019 | Q3 2023 | 19 |
Providence Capital Advisors, LLC | 18 | 1 | 0.02% | 0.72% | 0.99% | Q4 2018 | Q3 2023 | 19 |
Strategic Wealth Partners, Ltd. | 16 | 3 | 0.00% | 0.59% | 0.94% | Q2 2018 | Q1 2023 | 19 |
SAGE RHINO CAPITAL LLC | 19 | 19 | 0.13% | 0.15% | 0.18% | Q1 2019 | Q3 2023 | 19 |
PATHSTONE FAMILY OFFICE, LLC | 19 | 19 | 0.00% | 0.07% | 0.18% | Q1 2019 | Q3 2023 | 19 |
Vanguard Capital Wealth Advisors | 12 | 1 | 0.79% | 1.23% | 2.17% | Q3 2018 | Q3 2023 | 19 |
Cedar Brook Financial Partners, LLC | 19 | 19 | 0.15% | 0.24% | 0.39% | Q1 2019 | Q3 2023 | 19 |
Midwest Professional Planners, LTD. | 19 | 19 | 0.33% | 0.63% | 1.51% | Q1 2019 | Q3 2023 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.00% | 0.05% | 0.10% | Q3 2018 | Q3 2023 | 19 |
TRUSTCORE FINANCIAL SERVICES, LLC | 19 | 19 | 0.01% | 0.11% | 0.23% | Q2 2018 | Q4 2022 | 19 |
Human Investing LLC | 12 | 7 | 0.50% | 0.84% | 1.24% | Q4 2018 | Q3 2023 | 19 |
PINNACLE FINANCIAL PARTNERS INC | 16 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 19 |
WASHINGTON TRUST Co | 19 | 19 | 0.64% | 1.07% | 1.89% | Q1 2019 | Q3 2023 | 19 |
EP Wealth Advisors, LLC | 19 | 19 | 0.78% | 1.13% | 1.77% | Q1 2019 | Q3 2023 | 19 |
Principal Street Partners, LLC | 19 | 19 | 1.11% | 1.69% | 2.64% | Q1 2019 | Q3 2023 | 19 |
Qube Research & Technologies Ltd | 6 | 1 | 0.00% | 0.29% | 0.83% | Q2 2018 | Q3 2023 | 19 |
RDA Financial Network | 19 | 19 | 0.44% | 1.08% | 1.86% | Q1 2019 | Q3 2023 | 19 |
Andesa Financial Management Inc. | 18 | 1 | 0.23% | 1.01% | 2.57% | Q2 2018 | Q1 2023 | 19 |
Osher Van de Voorde Investment Management | 14 | 5 | 0.09% | 0.11% | 0.18% | Q4 2018 | Q3 2023 | 19 |
NORGES BANK | 19 | 19 | 0.31% | 0.39% | 0.54% | Q2 2018 | Q4 2022 | 19 |
RBA Wealth Management, LLC | 19 | 19 | 1.44% | 2.37% | 5.82% | Q1 2019 | Q3 2023 | 19 |
Personal Capital Advisors Corp | 19 | 19 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2022 | 19 |
North Star Investment Management Corp. | 17 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 19 |
IPG Investment Advisors LLC | 9 | 1 | 0.06% | 0.16% | 0.31% | Q2 2018 | Q3 2023 | 19 |
FIRST MANHATTAN CO. LLC. | 19 | 19 | 0.00% | 0.02% | 0.38% | Q1 2019 | Q3 2023 | 19 |
Andra AP-fonden | 6 | 2 | 0.04% | 0.20% | 0.98% | Q2 2018 | Q3 2023 | 19 |
Ledyard National Bank | 19 | 19 | 0.95% | 1.78% | 2.73% | Q1 2019 | Q3 2023 | 19 |
Stillwater Capital Advisors, LLC | 19 | 19 | 2.52% | 3.19% | 4.75% | Q1 2019 | Q3 2023 | 19 |
Realta Investment Advisors | 14 | 4 | 0.03% | 0.14% | 0.28% | Q1 2019 | Q3 2023 | 18 |
Beaumont Financial Partners, LLC | 18 | 18 | 0.03% | 0.07% | 0.14% | Q2 2018 | Q3 2022 | 18 |
LAKE STREET FINANCIAL LLC | 18 | 18 | 0.23% | 0.29% | 0.40% | Q2 2019 | Q3 2023 | 18 |
GREAT VALLEY ADVISOR GROUP, INC. | 18 | 18 | 0.16% | 0.27% | 0.46% | Q2 2019 | Q3 2023 | 18 |
BRIGHTON JONES LLC | 14 | 4 | 0.02% | 0.03% | 0.08% | Q1 2019 | Q3 2023 | 18 |
Aspire Private Capital, LLC | 13 | 5 | 0.00% | 0.09% | 0.33% | Q4 2018 | Q3 2023 | 18 |
CSU Producer Resources, Inc. | 18 | 18 | 1.95% | 3.49% | 6.12% | Q2 2019 | Q3 2023 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 0.00% | 0.03% | 0.43% | Q4 2018 | Q3 2023 | 18 |
Spectrum Management Group, LLC | 18 | 18 | 0.00% | 0.41% | 1.59% | Q2 2018 | Q3 2022 | 18 |
EATON VANCE MANAGEMENT | 18 | 18 | 0.16% | 0.20% | 0.28% | Q2 2018 | Q3 2022 | 18 |
Shorepoint Capital Partners LLC | 9 | 9 | 1.82% | 2.64% | 4.76% | Q1 2019 | Q3 2023 | 18 |
Westhampton Capital, LLC | 18 | 18 | 0.74% | 1.12% | 1.81% | Q2 2019 | Q3 2023 | 18 |
EDMP, INC. | 18 | 18 | 2.72% | 4.76% | 6.95% | Q2 2019 | Q3 2023 | 18 |
Analyst IMS Investment Management Services Ltd. | 18 | 18 | 0.10% | 0.14% | 0.27% | Q2 2019 | Q3 2023 | 18 |
BURNEY CO/ | 18 | 18 | 0.06% | 0.37% | 1.48% | Q2 2019 | Q3 2023 | 18 |
SALEM INVESTMENT COUNSELORS INC | 18 | 18 | 0.00% | 0.01% | 0.06% | Q2 2019 | Q3 2023 | 18 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
MidWestOne Financial Group, Inc. | 18 | 18 | 0.29% | 0.66% | 1.04% | Q2 2019 | Q3 2023 | 18 |
DOLIVER ADVISORS, LP | 18 | 18 | 0.09% | 0.31% | 0.53% | Q3 2019 | Q4 2023 | 18 |
Dynamic Advisor Solutions LLC | 18 | 18 | 0.06% | 0.19% | 0.34% | Q2 2019 | Q3 2023 | 18 |
CORNERCAP INVESTMENT COUNSEL INC | 8 | 1 | 0.04% | 0.35% | 0.72% | Q1 2018 | Q3 2023 | 18 |
Private Capital Group, LLC | 18 | 18 | 0.04% | 0.07% | 0.17% | Q1 2018 | Q2 2022 | 18 |
Redpoint Investment Management Pty Ltd | 18 | 18 | 0.34% | 0.45% | 0.64% | Q2 2018 | Q3 2022 | 18 |
Dana Investment Advisors, Inc. | 12 | 1 | 0.01% | 0.47% | 1.21% | Q2 2018 | Q3 2023 | 18 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.01% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 18 |
Harel Insurance Investments & Financial Services Ltd. | 16 | 2 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 18 |
Dakota Wealth Management | 15 | 1 | 0.08% | 0.51% | 1.09% | Q2 2018 | Q3 2023 | 18 |
Kovack Advisors, Inc. | 16 | 1 | 0.00% | 0.21% | 0.56% | Q1 2019 | Q3 2023 | 18 |
Gradient Capital Advisors, LLC | 14 | 4 | 0.16% | 0.23% | 0.34% | Q1 2019 | Q3 2023 | 18 |
Miracle Mile Advisors, LLC | 18 | 18 | 0.04% | 0.10% | 0.22% | Q2 2019 | Q3 2023 | 18 |
Measured Wealth Private Client Group, LLC | 14 | 4 | 0.01% | 0.28% | 0.71% | Q3 2018 | Q3 2023 | 18 |
Notis-McConarty Edward | 18 | 18 | 0.22% | 0.31% | 0.48% | Q2 2019 | Q3 2023 | 18 |
MUFG Americas Holdings Corp | 18 | 18 | 0.00% | 0.02% | 0.11% | Q2 2018 | Q3 2022 | 18 |
Intercontinental Wealth Advisors, LLC | 17 | 1 | 0.03% | 0.10% | 0.18% | Q1 2018 | Q2 2023 | 18 |
Randolph Co Inc | 18 | 18 | 2.18% | 4.65% | 8.42% | Q2 2019 | Q3 2023 | 18 |
Janney Capital Management LLC | 18 | 18 | 0.94% | 1.36% | 2.29% | Q2 2019 | Q3 2023 | 18 |
MCKINLEY CAPITAL MANAGEMENT LLC | 18 | 18 | 0.05% | 0.80% | 1.23% | Q2 2019 | Q3 2023 | 18 |
BAR HARBOR WEALTH MANAGEMENT | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Savant Capital, LLC | 18 | 18 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 18 |
NJ State Employees Deferred Compensation Plan | 14 | 4 | 0.04% | 0.06% | 0.09% | Q1 2019 | Q3 2023 | 18 |
Empirical Finance, LLC | 16 | 1 | 0.03% | 0.39% | 0.86% | Q1 2018 | Q3 2023 | 18 |
DONALDSON CAPITAL MANAGEMENT, LLC | 18 | 18 | 1.91% | 2.98% | 3.67% | Q2 2019 | Q3 2023 | 18 |
Hudock, Inc. | 18 | 18 | 0.00% | 0.03% | 0.07% | Q2 2018 | Q3 2022 | 18 |
OneDigital Investment Advisors LLC | 14 | 1 | 0.00% | 0.07% | 0.15% | Q2 2018 | Q3 2023 | 18 |
Corient Capital Partners, LLC | 18 | 18 | 0.30% | 0.56% | 0.92% | Q2 2018 | Q3 2022 | 18 |
VESTOR CAPITAL, LLC | 8 | 3 | 0.01% | 1.07% | 2.52% | Q1 2018 | Q3 2023 | 18 |
DOWLING & YAHNKE LLC | 18 | 18 | 0.05% | 0.17% | 0.29% | Q2 2018 | Q3 2022 | 18 |
MUHLENKAMP & CO INC | 11 | 3 | 2.72% | 4.12% | 5.71% | Q1 2019 | Q4 2023 | 18 |
Fairbanks Capital Management, Inc. | 18 | 18 | 0.37% | 1.71% | 3.01% | Q2 2019 | Q3 2023 | 18 |
AGF INVESTMENTS INC. | 18 | 18 | 0.37% | 0.48% | 0.55% | Q2 2018 | Q3 2022 | 18 |
SevenBridge Financial Group, LLC | 13 | 5 | 0.03% | 0.11% | 0.18% | Q2 2018 | Q3 2023 | 18 |
SAWGRASS ASSET MANAGEMENT LLC | 11 | 7 | 0.69% | 2.21% | 3.24% | Q1 2019 | Q3 2023 | 18 |
WESPAC Advisors SoCal, LLC | 15 | 3 | 0.01% | 3.16% | 4.49% | Q3 2018 | Q3 2023 | 18 |
PFS INVESTMENTS INC. | 18 | 18 | 0.04% | 0.69% | 1.20% | Q1 2019 | Q2 2023 | 18 |
INVESTMENT HOUSE LLC | 18 | 18 | 0.02% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 18 |
C M BIDWELL & ASSOCIATES LTD | 13 | 2 | 0.01% | 0.22% | 1.03% | Q3 2018 | Q3 2023 | 18 |
MONTAG A & ASSOCIATES INC | 15 | 3 | 0.02% | 0.19% | 0.32% | Q1 2019 | Q3 2023 | 18 |
Kovitz Investment Group Partners, LLC | 18 | 18 | 0.03% | 0.17% | 0.26% | Q2 2019 | Q3 2023 | 18 |
American Portfolios Advisors | 18 | 18 | 0.12% | 0.16% | 0.28% | Q2 2018 | Q3 2022 | 18 |
Community Bank & Trust, Waco, Texas | 14 | 4 | 0.01% | 0.25% | 0.52% | Q1 2019 | Q3 2023 | 18 |
WASHINGTON TRUST BANK | 15 | 3 | 0.01% | 0.04% | 0.07% | Q3 2018 | Q3 2023 | 18 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 15 | 3 | 0.00% | 0.06% | 0.14% | Q2 2018 | Q3 2023 | 18 |
Essex Financial Services, Inc. | 17 | 1 | 0.06% | 0.11% | 0.16% | Q1 2019 | Q3 2023 | 18 |
Wealthspire Advisors, LLC | 17 | 1 | 0.01% | 0.04% | 0.10% | Q4 2018 | Q3 2023 | 18 |
Perennial Investment Advisors, LLC | 16 | 16 | 0.06% | 0.39% | 0.68% | Q4 2019 | Q3 2023 | 18 |
GRIMES & COMPANY, INC. | 18 | 18 | 0.12% | 0.21% | 0.33% | Q2 2019 | Q3 2023 | 18 |
Covington Capital Management | 18 | 18 | 0.22% | 0.81% | 1.29% | Q2 2018 | Q3 2022 | 18 |
Xcel Wealth Management, LLC | 14 | 4 | 0.47% | 1.22% | 1.98% | Q4 2018 | Q3 2023 | 18 |
Keudell/Morrison Wealth Management | 18 | 18 | 0.10% | 0.19% | 0.27% | Q2 2019 | Q3 2023 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.23% | 0.42% | 0.66% | Q2 2019 | Q3 2023 | 18 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 17 | 1 | 0.01% | 1.68% | 2.08% | Q2 2018 | Q3 2023 | 18 |
BI Asset Management Fondsmaeglerselskab A/S | 7 | 4 | 0.01% | 0.92% | 4.23% | Q2 2018 | Q3 2023 | 18 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 12 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 17 |
BOENNING & SCATTERGOOD, INC. | 16 | 1 | 0.11% | 0.60% | 0.93% | Q3 2018 | Q4 2022 | 17 |
Horan Capital Advisors, LLC. | 17 | 17 | 1.22% | 1.77% | 2.81% | Q3 2019 | Q3 2023 | 17 |
BBR PARTNERS, LLC | 16 | 1 | 0.05% | 0.08% | 0.19% | Q4 2018 | Q3 2023 | 17 |
Brown Advisory Securities, LLC | 17 | 17 | 0.04% | 0.18% | 0.28% | Q2 2018 | Q2 2022 | 17 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 15 | 2 | 0.06% | 0.17% | 0.31% | Q1 2018 | Q3 2023 | 17 |
Pinnacle Wealth Planning Services, Inc. | 17 | 17 | 0.10% | 0.19% | 0.25% | Q3 2019 | Q3 2023 | 17 |
Sarasin & Partners LLP | 17 | 17 | 1.47% | 2.00% | 2.60% | Q3 2019 | Q3 2023 | 17 |
Summit Trail Advisors, LLC | 14 | 3 | 1.57% | 3.12% | 5.99% | Q2 2018 | Q3 2023 | 17 |
Ranch Capital Advisors Inc. | 17 | 17 | 0.41% | 1.22% | 2.00% | Q3 2019 | Q3 2023 | 17 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 10 | 1 | 0.01% | 0.45% | 1.28% | Q2 2018 | Q3 2023 | 17 |
CPWM, LLC | 17 | 17 | 0.08% | 0.12% | 0.19% | Q3 2018 | Q3 2022 | 17 |
Nikulski Financial, Inc. | 17 | 17 | 0.25% | 0.35% | 0.52% | Q3 2019 | Q3 2023 | 17 |
Tarbox Family Office, Inc. | 17 | 17 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q1 2022 | 17 |
MACKAY SHIELDS LLC | 16 | 1 | 0.18% | 0.32% | 0.45% | Q2 2018 | Q3 2022 | 17 |
BREWIN DOLPHIN LTD | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2022 | 17 |
Alpha Omega Wealth Management LLC | 17 | 17 | 0.15% | 0.26% | 0.38% | Q3 2019 | Q3 2023 | 17 |
Integrated Investment Consultants, LLC | 14 | 1 | 0.08% | 0.12% | 0.15% | Q1 2018 | Q3 2023 | 17 |
ETF MANAGERS GROUP, LLC | 12 | 5 | 0.01% | 0.03% | 0.08% | Q2 2018 | Q1 2023 | 17 |
TIAA, FSB | 17 | 17 | 0.03% | 0.07% | 0.10% | Q2 2019 | Q2 2023 | 17 |
Krilogy Financial LLC | 12 | 1 | 0.01% | 0.04% | 0.08% | Q3 2018 | Q1 2023 | 17 |
BDO Wealth Advisors, LLC | 15 | 2 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q2 2023 | 17 |
AMICA MUTUAL INSURANCE CO | 17 | 17 | 0.53% | 0.80% | 1.10% | Q2 2018 | Q2 2022 | 17 |
EVOKE WEALTH, LLC | 17 | 17 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Camarda Financial Advisors, LLC | 14 | 3 | 0.00% | 0.73% | 2.22% | Q4 2018 | Q3 2023 | 17 |
Altium Wealth Management LLC | 17 | 17 | 0.09% | 0.12% | 0.19% | Q2 2018 | Q2 2022 | 17 |
Blue Chip Partners, LLC | 17 | 17 | 0.03% | 2.16% | 2.99% | Q3 2019 | Q3 2023 | 17 |
Avalon Investment & Advisory | 17 | 17 | 0.56% | 0.77% | 0.94% | Q1 2019 | Q1 2023 | 17 |
TRUST CO OF VIRGINIA /VA | 8 | 2 | 0.75% | 1.53% | 2.67% | Q1 2019 | Q3 2023 | 17 |
Rock Creek Group, LP | 11 | 1 | 0.00% | 0.15% | 0.58% | Q3 2018 | Q3 2023 | 17 |
EXANE DERIVATIVES | 17 | 17 | 0.01% | 0.23% | 0.87% | Q2 2018 | Q2 2022 | 17 |
SEEYOND | 17 | 17 | 0.05% | 0.15% | 0.21% | Q4 2018 | Q4 2022 | 17 |
Clearstead Advisors, LLC | 17 | 17 | 0.03% | 0.10% | 0.22% | Q3 2019 | Q3 2023 | 17 |
ExodusPoint Capital Management, LP | 7 | 1 | 0.01% | 0.10% | 0.31% | Q1 2019 | Q3 2023 | 17 |
CENTAURUS FINANCIAL, INC. | 16 | 1 | 0.02% | 0.17% | 0.33% | Q2 2018 | Q3 2023 | 17 |
Patten Group, Inc. | 13 | 1 | 0.02% | 0.33% | 0.71% | Q2 2018 | Q3 2023 | 17 |
Symmetry Partners, LLC | 14 | 3 | 0.08% | 0.17% | 0.43% | Q2 2019 | Q4 2023 | 17 |
Carnegie Capital Asset Management, LLC | 16 | 1 | 0.02% | 0.19% | 0.57% | Q2 2019 | Q3 2023 | 17 |
Amica Retiree Medical Trust | 17 | 17 | 0.54% | 0.82% | 1.23% | Q2 2018 | Q2 2022 | 17 |
PREMIER ASSET MANAGEMENT LLC | 17 | 17 | 0.22% | 0.33% | 0.62% | Q4 2018 | Q4 2022 | 17 |
Red Spruce Capital, LLC | 17 | 17 | 1.32% | 1.82% | 2.70% | Q4 2019 | Q4 2023 | 17 |
First Bank & Trust | 17 | 17 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q2 2022 | 17 |
Sequoia Financial Advisors, LLC | 8 | 2 | 0.02% | 0.04% | 0.07% | Q1 2019 | Q3 2023 | 17 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 17 | 17 | 0.18% | 0.30% | 0.51% | Q1 2018 | Q1 2022 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.08% | 0.17% | 0.28% | Q3 2019 | Q3 2023 | 17 |
Ally Financial Inc. | 11 | 2 | 0.24% | 0.64% | 1.47% | Q2 2018 | Q4 2022 | 17 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 17 | 17 | 0.08% | 0.28% | 0.48% | Q3 2019 | Q3 2023 | 17 |
SIMON QUICK ADVISORS, LLC | 9 | 4 | 0.00% | 0.03% | 0.07% | Q2 2018 | Q3 2023 | 17 |
Fairhaven Wealth Management, LLC | 11 | 2 | 0.15% | 0.20% | 0.29% | Q4 2018 | Q3 2023 | 17 |
Brinker Capital Investments, LLC | 10 | 7 | 0.00% | 0.15% | 0.30% | Q2 2018 | Q4 2022 | 17 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 9 | 8 | 0.15% | 0.27% | 0.55% | Q3 2018 | Q3 2023 | 17 |
Morse Asset Management, Inc | 14 | 3 | 0.11% | 0.65% | 1.65% | Q2 2019 | Q3 2023 | 17 |
ADVISOR PARTNERS LLC | 17 | 17 | 0.22% | 0.36% | 0.48% | Q2 2018 | Q2 2022 | 17 |
Fieldpoint Private Securities, LLC | 9 | 8 | 0.05% | 0.11% | 0.18% | Q1 2018 | Q2 2022 | 17 |
Regent Investment Management LLC | 17 | 17 | 0.20% | 1.01% | 1.47% | Q4 2018 | Q4 2022 | 17 |
Bank Pictet & Cie (Europe) AG | 12 | 2 | 0.01% | 0.10% | 0.36% | Q2 2018 | Q3 2023 | 17 |
Grandview Asset Management LLC | 14 | 1 | 0.19% | 1.27% | 3.12% | Q1 2019 | Q3 2023 | 17 |
Diversified Trust Co | 17 | 17 | 0.10% | 0.34% | 0.62% | Q4 2019 | Q4 2023 | 17 |
Stonebridge Capital Advisors LLC | 12 | 5 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 17 |
SlateStone Wealth, LLC | 14 | 3 | 0.06% | 0.19% | 0.46% | Q1 2019 | Q3 2023 | 17 |
Van Hulzen Asset Management, LLC | 10 | 7 | 0.06% | 0.39% | 1.35% | Q3 2018 | Q3 2023 | 17 |
PALISADE CAPITAL MANAGEMENT, LP | 12 | 1 | 0.01% | 0.26% | 0.62% | Q2 2018 | Q3 2023 | 17 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Achmea Investment Management B.V. | 14 | 2 | 0.26% | 0.53% | 1.05% | Q3 2019 | Q3 2023 | 16 |
LVW Advisors, LLC | 12 | 2 | 0.05% | 0.46% | 0.96% | Q2 2019 | Q3 2023 | 16 |
Tradewinds Capital Management, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2022 | 16 |
PERSONAL CFO SOLUTIONS, LLC | 14 | 2 | 0.00% | 0.12% | 0.25% | Q3 2019 | Q3 2023 | 16 |
Avidian Wealth Solutions, LLC | 16 | 16 | 0.03% | 0.10% | 0.18% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.08% | 0.17% | 0.27% | Q4 2019 | Q3 2023 | 16 |
Probity Advisors, Inc. | 8 | 1 | 0.06% | 0.22% | 0.44% | Q1 2019 | Q3 2023 | 16 |
Freedom Day Solutions, LLC | 16 | 16 | 1.03% | 1.21% | 1.46% | Q4 2019 | Q3 2023 | 16 |
COOKSON PEIRCE & CO INC | 12 | 4 | 0.01% | 0.38% | 1.58% | Q1 2019 | Q3 2023 | 16 |
Stratos Wealth Advisors, LLC | 13 | 3 | 0.04% | 0.08% | 0.18% | Q1 2019 | Q3 2023 | 16 |
Cable Hill Partners, LLC | 12 | 4 | 0.02% | 0.12% | 0.49% | Q2 2018 | Q3 2023 | 16 |
Capital Bank & Trust Co | 16 | 16 | 1.13% | 3.53% | 13.57% | Q1 2018 | Q4 2021 | 16 |
StoneX Group Inc. | 14 | 2 | 0.15% | 0.27% | 0.73% | Q3 2018 | Q3 2022 | 16 |
Global Wealth Management Investment Advisory, Inc. | 7 | 2 | 0.00% | 0.01% | 0.07% | Q4 2018 | Q3 2023 | 16 |
CYPRESS ASSET MANAGEMENT INC/TX | 16 | 16 | 0.17% | 0.29% | 0.83% | Q3 2019 | Q2 2023 | 16 |
EXCHANGE TRADED CONCEPTS, LLC | 16 | 16 | 0.00% | 0.09% | 0.33% | Q1 2020 | Q4 2023 | 16 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 6 | 2 | 0.00% | 0.08% | 0.28% | Q4 2018 | Q3 2023 | 16 |
NN Investment Partners Holdings N.V. | 16 | 16 | 0.01% | 0.19% | 0.38% | Q2 2018 | Q1 2022 | 16 |
SeaTown Holdings Pte. Ltd. | 14 | 1 | 0.16% | 0.96% | 3.97% | Q2 2018 | Q3 2023 | 16 |
LS Investment Advisors, LLC | 12 | 4 | 0.10% | 0.31% | 1.18% | Q2 2018 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.12% | 0.40% | 0.75% | Q4 2019 | Q3 2023 | 16 |
AMERICAN NATIONAL INSURANCE CO | 16 | 16 | 0.36% | 0.48% | 0.62% | Q2 2018 | Q1 2022 | 16 |
Castle Rock Wealth Management, LLC | 14 | 2 | 0.22% | 0.40% | 0.60% | Q3 2019 | Q3 2023 | 16 |
PALLADIUM PARTNERS LLC | 16 | 16 | 0.04% | 0.43% | 0.95% | Q2 2018 | Q1 2022 | 16 |
Carolina Wealth Advisors, LLC | 16 | 16 | 3.20% | 4.39% | 5.54% | Q4 2019 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.10% | 0.22% | 0.54% | Q4 2019 | Q3 2023 | 16 |
Main Street Research LLC | 14 | 2 | 0.03% | 0.42% | 2.79% | Q2 2018 | Q3 2023 | 16 |
Azimuth Capital Management LLC | 16 | 16 | 0.61% | 0.88% | 1.09% | Q2 2018 | Q1 2022 | 16 |
Trust Co | 16 | 16 | 0.00% | 0.09% | 1.31% | Q1 2019 | Q4 2022 | 16 |
American National Registered Investment Advisor, Inc. | 16 | 16 | 0.35% | 0.63% | 0.90% | Q2 2018 | Q1 2022 | 16 |
REGENTATLANTIC CAPITAL LLC | 16 | 16 | 0.02% | 0.08% | 0.19% | Q4 2018 | Q3 2022 | 16 |
Apriem Advisors | 14 | 1 | 0.04% | 0.07% | 0.13% | Q2 2018 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.33% | 0.61% | 1.04% | Q4 2019 | Q3 2023 | 16 |
Certified Advisory Corp | 9 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 16 |
GUARDIAN CAPITAL LP | 14 | 2 | 0.19% | 0.77% | 1.53% | Q2 2018 | Q3 2023 | 16 |
Koshinski Asset Management, Inc. | 16 | 16 | 0.34% | 0.50% | 0.80% | Q4 2019 | Q3 2023 | 16 |
M&G INVESTMENT MANAGEMENT LTD | 16 | 16 | 0.12% | 0.98% | 2.64% | Q4 2019 | Q3 2023 | 16 |
Integrated Wealth Concepts LLC | 16 | 16 | 0.04% | 0.08% | 0.13% | Q4 2019 | Q3 2023 | 16 |
EVERMAY WEALTH MANAGEMENT LLC | 16 | 16 | 0.05% | 0.13% | 0.22% | Q4 2019 | Q3 2023 | 16 |
CreativeOne Wealth, LLC | 16 | 16 | 0.05% | 0.15% | 0.26% | Q4 2019 | Q3 2023 | 16 |
GIRARD PARTNERS LTD. | 15 | 1 | 0.01% | 0.06% | 0.11% | Q3 2018 | Q3 2023 | 16 |
GABLES CAPITAL MANAGEMENT INC. | 15 | 1 | 0.01% | 0.05% | 0.09% | Q2 2018 | Q3 2023 | 16 |
Lombard Odier Asset Management (Switzerland) SA | 8 | 1 | 0.03% | 0.07% | 0.14% | Q2 2018 | Q1 2023 | 16 |
Hamlin Capital Management, LLC | 16 | 16 | 1.62% | 4.52% | 6.32% | Q4 2019 | Q3 2023 | 16 |
Leelyn Smith, LLC | 16 | 16 | 0.17% | 0.28% | 0.38% | Q4 2019 | Q3 2023 | 16 |
JACKSON SQUARE CAPITAL, LLC | 16 | 16 | 1.49% | 2.00% | 2.66% | Q4 2019 | Q3 2023 | 16 |
Lavaca Capital LLC | 11 | 1 | 0.09% | 0.25% | 0.58% | Q1 2019 | Q3 2023 | 16 |
StrongBox Wealth, LLC | 16 | 16 | 0.39% | 0.88% | 2.50% | Q1 2020 | Q4 2023 | 16 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 9 | 1 | 0.07% | 0.71% | 2.40% | Q2 2018 | Q3 2023 | 16 |
TOWNSQUARE CAPITAL LLC | 12 | 4 | 0.01% | 0.06% | 0.14% | Q1 2019 | Q3 2023 | 16 |
Davidson Capital Management Inc. | 16 | 16 | 0.51% | 0.74% | 1.09% | Q4 2019 | Q3 2023 | 16 |
Consolidated Planning Corp | 16 | 16 | 0.24% | 0.69% | 1.52% | Q4 2019 | Q3 2023 | 16 |
Archer Investment Corp | 13 | 3 | 0.03% | 0.48% | 0.73% | Q3 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.01% | 0.11% | 0.19% | Q4 2019 | Q3 2023 | 16 |
Kore Private Wealth LLC | 16 | 16 | 0.08% | 0.12% | 0.20% | Q4 2018 | Q3 2022 | 16 |
B. Riley Wealth Management, Inc. | 16 | 16 | 0.00% | 0.28% | 0.39% | Q3 2018 | Q2 2022 | 16 |
Weiss Multi-Strategy Advisers LLC | 12 | 1 | 0.06% | 0.14% | 0.35% | Q3 2018 | Q2 2023 | 16 |
Asio Capital, LLC | 16 | 16 | 1.22% | 1.75% | 2.52% | Q4 2019 | Q3 2023 | 16 |
Claro Advisors LLC | 15 | 1 | 0.03% | 0.34% | 0.41% | Q4 2018 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
TimeScale Financial, Inc. | 16 | 16 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q1 2023 | 16 |
Ellis Investment Partners, LLC | 14 | 2 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 16 |
MERITAGE PORTFOLIO MANAGEMENT | 13 | 3 | 0.28% | 1.03% | 1.94% | Q1 2019 | Q3 2023 | 16 |
Visionary Wealth Advisors | 16 | 16 | 0.26% | 0.55% | 0.88% | Q4 2019 | Q3 2023 | 16 |
IBM Retirement Fund | 16 | 16 | 0.35% | 0.43% | 0.57% | Q2 2018 | Q1 2022 | 16 |
Windsor Creek Advisors, LLC | 13 | 13 | 0.20% | 0.63% | 1.29% | Q4 2018 | Q4 2021 | 16 |
Optas, LLC | 16 | 16 | 0.12% | 0.54% | 0.89% | Q4 2019 | Q3 2023 | 16 |
HARRELL INVESTMENT PARTNERS, LLC | 16 | 16 | 0.66% | 1.74% | 3.91% | Q4 2019 | Q3 2023 | 16 |
People's United Financial, Inc. | 16 | 16 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2022 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.02% | 0.07% | 0.26% | Q4 2019 | Q3 2023 | 16 |
HOHIMER WEALTH MANAGEMENT, LLC | 16 | 16 | 1.04% | 1.86% | 2.51% | Q4 2019 | Q3 2023 | 16 |
Parsec Financial Management, Inc. | 16 | 16 | 0.21% | 0.87% | 1.54% | Q2 2019 | Q1 2023 | 16 |
BOK Financial Private Wealth, Inc. | 16 | 16 | 0.40% | 0.47% | 0.62% | Q4 2019 | Q3 2023 | 16 |
Key FInancial Inc | 16 | 16 | 0.47% | 0.58% | 0.71% | Q4 2019 | Q3 2023 | 16 |
Mission Creek Capital Partners, Inc. | 16 | 16 | 0.08% | 0.18% | 0.28% | Q4 2019 | Q3 2023 | 16 |
Ethic Inc. | 16 | 16 | 0.29% | 0.56% | 0.73% | Q4 2019 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.04% | 0.19% | 0.52% | Q4 2019 | Q3 2023 | 16 |
Bowling Portfolio Management LLC | 16 | 16 | 0.32% | 0.90% | 1.35% | Q4 2018 | Q3 2022 | 16 |
Laidlaw Wealth Management LLC | 16 | 16 | 0.13% | 0.26% | 0.60% | Q4 2019 | Q3 2023 | 16 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.09% | 0.19% | Q4 2019 | Q3 2023 | 16 |
Bay Rivers Group | 16 | 16 | 1.37% | 2.66% | 4.23% | Q4 2019 | Q3 2023 | 16 |
ICW Investment Advisors LLC | 16 | 16 | 0.26% | 0.46% | 0.73% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.10% | 0.22% | 0.40% | Q4 2019 | Q3 2023 | 16 |
Venture Visionary Partners LLC | 16 | 16 | 0.06% | 0.32% | 0.72% | Q4 2019 | Q3 2023 | 16 |
Ironwood Investment Counsel, LLC | 16 | 16 | 0.07% | 0.44% | 0.74% | Q4 2019 | Q3 2023 | 16 |
Advocacy Wealth Management Services, LLC | 16 | 16 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q3 2022 | 16 |
Asset Allocation & Management Company, LLC | 16 | 16 | 0.09% | 0.28% | 0.54% | Q4 2019 | Q3 2023 | 16 |
Ninety One SA (PTY) Ltd | 13 | 3 | 0.57% | 1.35% | 4.03% | Q2 2018 | Q1 2023 | 16 |
Lombard Odier Asset Management (USA) Corp | 4 | 1 | 0.06% | 0.49% | 1.84% | Q2 2020 | Q3 2023 | 16 |
Legacy Bridge, LLC | 16 | 16 | 0.03% | 1.26% | 1.92% | Q4 2019 | Q3 2023 | 16 |
Transamerica Financial Advisors, Inc. | 11 | 1 | 0.01% | 0.08% | 0.24% | Q2 2018 | Q3 2023 | 16 |
YorkBridge Wealth Partners, LLC | 11 | 5 | 0.02% | 0.20% | 0.42% | Q2 2018 | Q4 2022 | 16 |
WINTON GROUP Ltd | 6 | 4 | 0.01% | 0.06% | 0.28% | Q2 2018 | Q1 2023 | 16 |
Financial Management Professionals, Inc. | 14 | 2 | 0.00% | 0.05% | 0.10% | Q3 2019 | Q3 2023 | 16 |
RMB Capital Management, LLC | 14 | 2 | 0.01% | 0.04% | 0.06% | Q3 2018 | Q3 2023 | 16 |
HBW ADVISORY SERVICES LLC | 15 | 15 | 0.21% | 0.64% | 1.34% | Q1 2020 | Q3 2023 | 15 |
Ziegler Capital Management, LLC | 15 | 15 | 1.03% | 1.28% | 1.63% | Q1 2020 | Q3 2023 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.19% | 0.49% | 0.91% | Q1 2020 | Q3 2023 | 15 |
Capital Advisory Group Advisory Services, LLC | 14 | 1 | 0.01% | 0.19% | 0.75% | Q2 2018 | Q1 2022 | 15 |
Garner Asset Management Corp | 15 | 15 | 0.40% | 0.62% | 1.05% | Q1 2020 | Q3 2023 | 15 |
GM Advisory Group, LLC | 15 | 15 | 0.26% | 0.41% | 0.60% | Q1 2020 | Q3 2023 | 15 |
ATALANTA SOSNOFF CAPITAL, LLC | 15 | 15 | 0.16% | 1.18% | 2.39% | Q1 2020 | Q3 2023 | 15 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 15 | 15 | 0.19% | 0.70% | 1.28% | Q1 2020 | Q3 2023 | 15 |
Gladstone Institutional Advisory LLC | 11 | 4 | 0.03% | 0.21% | 0.39% | Q2 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.07% | 0.12% | 0.22% | Q1 2020 | Q3 2023 | 15 |
Yorktown Management & Research Co Inc | 15 | 15 | 0.21% | 0.54% | 1.08% | Q2 2018 | Q4 2021 | 15 |
Pendal Group Ltd | 12 | 1 | 0.01% | 0.03% | 0.17% | Q2 2018 | Q4 2022 | 15 |
QVR LLC | 3 | 3 | 0.01% | 0.16% | 0.47% | Q1 2021 | Q3 2022 | 15 |
REILLY FINANCIAL ADVISORS, LLC | 15 | 15 | 0.00% | 0.12% | 0.26% | Q2 2018 | Q4 2021 | 15 |
TDAM USA INC. | 15 | 15 | 0.33% | 0.87% | 1.42% | Q2 2018 | Q4 2021 | 15 |
Trust Asset Management LLC | 14 | 1 | 0.07% | 0.26% | 0.44% | Q2 2018 | Q3 2023 | 15 |
Illinois Municipal Retirement Fund | 13 | 2 | 0.17% | 0.32% | 0.76% | Q4 2019 | Q3 2023 | 15 |
Abbrea Capital, LLC | 14 | 1 | 0.05% | 0.14% | 0.31% | Q4 2019 | Q3 2023 | 15 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 14 | 1 | 0.07% | 0.20% | 0.56% | Q4 2019 | Q3 2023 | 15 |
Aurora Private Wealth, Inc. | 15 | 15 | 0.13% | 0.40% | 0.67% | Q1 2020 | Q3 2023 | 15 |
TRANSCEND CAPITAL ADVISORS, LLC | 13 | 2 | 0.16% | 0.37% | 0.54% | Q4 2019 | Q3 2023 | 15 |
Redwood Investment Management, LLC | 7 | 2 | 0.03% | 0.30% | 1.17% | Q1 2019 | Q3 2023 | 15 |
ICON ADVISERS INC/CO | 15 | 15 | 0.20% | 0.47% | 1.34% | Q1 2018 | Q3 2021 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.06% | 0.35% | 1.24% | Q1 2020 | Q3 2023 | 15 |
LOWE BROCKENBROUGH & CO INC | 15 | 15 | 0.37% | 0.66% | 0.98% | Q1 2020 | Q3 2023 | 15 |
Ativo Capital Management LLC | 15 | 15 | 0.51% | 0.76% | 1.08% | Q4 2018 | Q2 2022 | 15 |
FORT, L.P. | 13 | 2 | 0.04% | 0.50% | 0.96% | Q4 2019 | Q3 2023 | 15 |
Gilbert & Cook, Inc. | 12 | 3 | 0.05% | 0.07% | 0.10% | Q2 2019 | Q3 2023 | 15 |
Bartlett & Co. LLC | 8 | 1 | 0.00% | 0.02% | 0.11% | Q2 2019 | Q4 2023 | 15 |
Pathway Financial Advisors LLC | 8 | 1 | 0.06% | 0.11% | 0.24% | Q2 2018 | Q3 2023 | 15 |
Carroll Financial Associates, Inc. | 15 | 15 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q4 2021 | 15 |
First Personal Financial Services | 8 | 7 | 0.00% | 0.03% | 0.11% | Q2 2018 | Q3 2023 | 15 |
Spears Abacus Advisors LLC | 15 | 15 | 0.28% | 0.38% | 0.56% | Q1 2020 | Q3 2023 | 15 |
Assenagon Asset Management S.A. | 9 | 1 | 0.00% | 0.12% | 0.58% | Q1 2019 | Q3 2023 | 15 |
CERTUITY, LLC | 14 | 1 | 0.06% | 0.10% | 0.14% | Q4 2019 | Q3 2023 | 15 |
Wakefield Asset Management LLLP | 14 | 1 | 0.00% | 0.13% | 0.22% | Q3 2018 | Q3 2023 | 15 |
Cornerstone Wealth Group, LLC | 15 | 15 | 0.63% | 1.11% | 2.23% | Q1 2020 | Q3 2023 | 15 |
JOHN G ULLMAN & ASSOCIATES INC | 15 | 15 | 0.69% | 0.86% | 1.06% | Q1 2020 | Q3 2023 | 15 |
Symphony Financial, Ltd. Co. | 15 | 15 | 0.21% | 0.33% | 0.71% | Q1 2020 | Q3 2023 | 15 |
Schonfeld Strategic Advisors LLC | 8 | 1 | 0.01% | 0.08% | 0.21% | Q4 2018 | Q3 2023 | 15 |
Cutter & CO Brokerage, Inc. | 15 | 15 | 0.18% | 0.30% | 0.50% | Q1 2020 | Q3 2023 | 15 |
Ellevest, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2023 | 15 |
Zweig-DiMenna Associates LLC | 9 | 1 | 0.42% | 1.25% | 2.34% | Q4 2018 | Q3 2023 | 15 |
Citizens Business Bank | 15 | 15 | 0.12% | 0.73% | 1.30% | Q1 2020 | Q3 2023 | 15 |
MATRIX PRIVATE CAPITAL GROUP LLC | 15 | 15 | 0.34% | 0.44% | 0.58% | Q1 2020 | Q3 2023 | 15 |
Brookstone Capital Management | 13 | 2 | 0.01% | 0.04% | 0.12% | Q2 2019 | Q3 2023 | 15 |
LITTLE HOUSE CAPITAL LLC | 9 | 1 | 0.41% | 0.82% | 1.15% | Q4 2018 | Q3 2023 | 15 |
IEQ CAPITAL, LLC | 11 | 4 | 0.09% | 0.21% | 0.43% | Q4 2019 | Q3 2023 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.01% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Capital Advisors, Ltd. LLC | 15 | 15 | 0.00% | 0.02% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Manning & Napier Group, LLC | 13 | 2 | 0.00% | 0.20% | 0.66% | Q2 2018 | Q3 2023 | 15 |
United Capital Management of KS, Inc. | 15 | 15 | 0.28% | 0.62% | 0.98% | Q1 2020 | Q3 2023 | 15 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.06% | 0.14% | 0.33% | Q1 2020 | Q3 2023 | 15 |
Laurel Wealth Advisors LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
HOURGLASS CAPITAL, LLC | 15 | 15 | 1.00% | 1.70% | 2.49% | Q1 2020 | Q3 2023 | 15 |
EQUITABLE TRUST CO | 15 | 15 | 0.05% | 0.11% | 0.26% | Q1 2020 | Q3 2023 | 15 |
PARK CIRCLE Co | 15 | 15 | 0.03% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 15 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 11 | 4 | 0.02% | 0.08% | 0.22% | Q2 2018 | Q3 2023 | 15 |
Teamwork Financial Advisors, LLC | 15 | 15 | 0.24% | 0.62% | 1.28% | Q1 2020 | Q3 2023 | 15 |
FORSTA AP-FONDEN | 15 | 15 | 0.39% | 0.56% | 1.02% | Q1 2020 | Q3 2023 | 15 |
MATHER GROUP, LLC. | 14 | 1 | 0.01% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 15 |
BRAUN STACEY ASSOCIATES INC | 6 | 3 | 0.02% | 0.67% | 1.49% | Q4 2018 | Q3 2023 | 15 |
Austin Private Wealth, LLC | 9 | 9 | 0.00% | 0.07% | 0.16% | Q3 2021 | Q3 2023 | 15 |
Souders Financial Advisors | 15 | 15 | 0.93% | 1.31% | 1.66% | Q1 2020 | Q3 2023 | 15 |
LCNB CORP | 15 | 15 | 0.53% | 0.81% | 1.11% | Q1 2020 | Q3 2023 | 15 |
Eudaimonia Partners, LLC | 8 | 7 | 0.20% | 0.27% | 0.38% | Q4 2019 | Q3 2023 | 15 |
OAKTOP CAPITAL MANAGEMENT II, L.P. | 15 | 15 | 1.08% | 1.42% | 2.22% | Q1 2020 | Q3 2023 | 15 |
Redmond Asset Management, LLC | 15 | 15 | 0.21% | 0.43% | 0.64% | Q1 2020 | Q3 2023 | 15 |
PHILADELPHIA TRUST CO | 15 | 15 | 1.12% | 2.04% | 2.72% | Q1 2020 | Q3 2023 | 15 |
Cito Capital Group, LLC | 15 | 15 | 0.38% | 0.45% | 0.60% | Q1 2020 | Q3 2023 | 15 |
FORVIS Wealth Advisors, LLC | 7 | 3 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 15 |
RMR Wealth Builders | 14 | 1 | 0.07% | 0.98% | 2.07% | Q4 2019 | Q3 2023 | 15 |
Marshall Wace North America L.P. | 15 | 15 | 0.16% | 0.44% | 0.84% | Q1 2018 | Q3 2021 | 15 |
PATTEN & PATTEN INC/TN | 15 | 15 | 0.08% | 0.12% | 0.19% | Q1 2020 | Q3 2023 | 15 |
Regent Peak Wealth Advisors LLC | 14 | 1 | 0.12% | 0.21% | 0.32% | Q4 2019 | Q3 2023 | 15 |
Lumina Fund Management LLC | 15 | 15 | 0.34% | 0.53% | 0.74% | Q1 2020 | Q3 2023 | 15 |
PARADIGM ASSET MANAGEMENT CO LLC | 9 | 6 | 0.24% | 0.65% | 1.12% | Q3 2018 | Q3 2023 | 15 |
Rock Point Advisors, LLC | 15 | 15 | 2.32% | 2.98% | 3.90% | Q1 2020 | Q3 2023 | 15 |
Wealth Alliance | 15 | 15 | 0.16% | 0.35% | 0.54% | Q1 2020 | Q3 2023 | 15 |
Kalos Management, Inc. | 14 | 1 | 0.05% | 1.95% | 3.33% | Q3 2018 | Q1 2023 | 15 |
Gotham Asset Management, LLC | 14 | 1 | 0.01% | 0.29% | 0.53% | Q2 2019 | Q3 2023 | 15 |
BCM ADVISORS, LLC | 15 | 15 | 0.29% | 0.40% | 0.68% | Q1 2020 | Q3 2023 | 15 |
Orca Investment Management, LLC | 12 | 2 | 0.76% | 1.14% | 1.83% | Q2 2019 | Q3 2023 | 14 |
TRUST CO OF TOLEDO NA /OH/ | 14 | 14 | 0.04% | 0.08% | 0.29% | Q3 2020 | Q4 2023 | 14 |
CAMBRIDGE TRUST CO | 14 | 14 | 0.82% | 1.20% | 1.64% | Q2 2020 | Q3 2023 | 14 |
THOMAS WHITE INTERNATIONAL LTD | 14 | 14 | 0.07% | 0.13% | 0.25% | Q1 2020 | Q2 2023 | 14 |
WADE G W & INC | 13 | 1 | 0.02% | 0.35% | 1.06% | Q4 2019 | Q3 2023 | 14 |
SECURITY NATIONAL TRUST CO | 14 | 14 | 0.05% | 0.07% | 0.10% | Q2 2018 | Q3 2021 | 14 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 11 | 3 | 0.01% | 2.47% | 4.10% | Q4 2019 | Q3 2023 | 14 |
NOESIS CAPITAL MANGEMENT CORP | 13 | 1 | 0.06% | 0.08% | 0.13% | Q4 2019 | Q3 2023 | 14 |
Douglass Winthrop Advisors, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
CHILTON INVESTMENT CO INC. | 14 | 14 | 0.01% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 14 |
FOUNDERS FINANCIAL SECURITIES LLC | 14 | 14 | 0.08% | 0.18% | 0.39% | Q2 2020 | Q3 2023 | 14 |
NOVARE CAPITAL MANAGEMENT LLC | 14 | 14 | 1.23% | 1.44% | 1.88% | Q2 2020 | Q3 2023 | 14 |
AMG National Trust Bank | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
World Asset Management Inc | 14 | 14 | 0.31% | 0.38% | 0.43% | Q2 2018 | Q3 2021 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.24% | 0.44% | 0.95% | Q2 2020 | Q3 2023 | 14 |
J.W. COLE ADVISORS, INC. | 13 | 1 | 0.05% | 0.10% | 0.14% | Q4 2019 | Q3 2023 | 14 |
Crestwood Advisors Group, LLC | 13 | 1 | 0.01% | 0.04% | 0.33% | Q4 2019 | Q3 2023 | 14 |
ATLAS CAPITAL ADVISORS LLC | 11 | 3 | 0.00% | 0.04% | 0.10% | Q1 2018 | Q3 2023 | 14 |
Tributary Capital Management, LLC | 14 | 14 | 0.03% | 0.05% | 0.07% | Q2 2018 | Q3 2021 | 14 |
Ipswich Investment Management Co., Inc. | 8 | 2 | 0.04% | 0.08% | 0.11% | Q4 2018 | Q3 2023 | 14 |
Northwest Bancshares, Inc. | 14 | 14 | 0.10% | 0.15% | 0.34% | Q2 2020 | Q3 2023 | 14 |
Origin Asset Management LLP | 14 | 14 | 0.08% | 0.80% | 2.09% | Q1 2018 | Q2 2021 | 14 |
NEW VERNON INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.84% | 1.05% | 1.55% | Q2 2020 | Q3 2023 | 14 |
Thomas J. Herzfeld Advisors, Inc. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Edgestream Partners, L.P. | 10 | 1 | 0.04% | 0.31% | 0.82% | Q4 2019 | Q3 2023 | 14 |
AMP Capital Investors Ltd | 14 | 14 | 0.24% | 0.31% | 0.39% | Q2 2018 | Q3 2021 | 14 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 12 | 2 | 0.00% | 0.31% | 0.77% | Q1 2020 | Q3 2023 | 14 |
Jackson Wealth Management, LLC | 12 | 2 | 0.59% | 1.20% | 2.22% | Q1 2020 | Q3 2023 | 14 |
Chicago Partners Investment Group LLC | 12 | 2 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 14 |
Alexandria Capital, LLC | 14 | 14 | 0.49% | 0.75% | 0.99% | Q2 2018 | Q3 2021 | 14 |
W.G. Shaheen & Associates DBA Whitney & Co | 13 | 1 | 0.00% | 0.45% | 0.72% | Q3 2018 | Q3 2023 | 14 |
Strategic Global Advisors, LLC | 7 | 1 | 0.05% | 1.09% | 1.82% | Q3 2018 | Q3 2023 | 14 |
Carlson Capital Management | 14 | 14 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Polaris Wealth Advisory Group, LLC | 4 | 1 | 0.02% | 1.17% | 2.07% | Q3 2018 | Q3 2023 | 14 |
Select Equity Group, L.P. | 14 | 14 | 0.04% | 0.12% | 0.41% | Q2 2020 | Q3 2023 | 14 |
Fullerton Fund Management Co Ltd. | 8 | 2 | 0.42% | 1.49% | 3.51% | Q2 2019 | Q3 2023 | 14 |
Trust Investment Advisors | 14 | 14 | 0.84% | 1.28% | 2.05% | Q2 2020 | Q3 2023 | 14 |
BECK CAPITAL MANAGEMENT, LLC | 11 | 3 | 0.12% | 0.56% | 1.76% | Q4 2018 | Q3 2023 | 14 |
Syntal Capital Partners, LLC | 12 | 2 | 0.12% | 0.50% | 0.97% | Q2 2019 | Q4 2022 | 14 |
NEXT Financial Group, Inc | 14 | 14 | 0.04% | 0.10% | 0.24% | Q3 2018 | Q4 2021 | 14 |
Engineers Gate Manager LP | 7 | 1 | 0.02% | 0.16% | 0.66% | Q3 2018 | Q2 2023 | 14 |
Maven Securities LTD | 4 | 2 | 0.01% | 0.11% | 0.39% | Q3 2019 | Q3 2023 | 14 |
AlphaCrest Capital Management LLC | 14 | 14 | 0.06% | 0.17% | 0.28% | Q2 2019 | Q3 2022 | 14 |
Mirador Capital Partners LP | 14 | 14 | 0.08% | 0.13% | 0.24% | Q2 2020 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.57% | 0.75% | 1.07% | Q2 2020 | Q3 2023 | 14 |
Cardan Capital Partners, LLC | 14 | 14 | 0.56% | 0.75% | 1.01% | Q2 2018 | Q3 2021 | 14 |
RPG Investment Advisory, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2021 | 14 |
Gerber Kawasaki Wealth & Investment Management | 13 | 1 | 0.04% | 0.07% | 0.09% | Q4 2019 | Q3 2023 | 14 |
Horan Securities, Inc. | 8 | 1 | 0.00% | 0.17% | 0.29% | Q2 2019 | Q3 2023 | 14 |
Douglas Lane & Associates, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
IBEX WEALTH ADVISORS | 12 | 1 | 0.02% | 1.74% | 3.84% | Q2 2019 | Q3 2023 | 14 |
Varma Mutual Pension Insurance Co | 14 | 14 | 0.35% | 0.63% | 1.28% | Q2 2020 | Q3 2023 | 14 |
Donoghue Forlines LLC | 12 | 2 | 0.33% | 0.66% | 0.88% | Q2 2019 | Q3 2023 | 14 |
Arjuna Capital | 8 | 2 | 0.10% | 0.43% | 0.71% | Q2 2019 | Q3 2023 | 14 |
Bell & Brown Wealth Advisors, LLC | 8 | 1 | 1.62% | 2.90% | 4.06% | Q3 2018 | Q2 2023 | 14 |
Lester Murray Antman dba SimplyRich | 14 | 14 | 0.13% | 0.18% | 0.30% | Q2 2020 | Q3 2023 | 14 |
Quadrant Private Wealth Management, LLC | 10 | 4 | 0.52% | 0.63% | 0.82% | Q1 2020 | Q3 2023 | 14 |
WealthShield Partners, LLC | 14 | 14 | 0.15% | 0.32% | 0.70% | Q2 2020 | Q3 2023 | 14 |
Virtue Capital Management, LLC | 8 | 2 | 0.04% | 0.07% | 0.11% | Q2 2019 | Q3 2023 | 14 |
Investors Research Corp | 11 | 3 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2023 | 14 |
Larson Financial Group LLC | 13 | 1 | 0.00% | 0.19% | 0.53% | Q4 2019 | Q3 2023 | 14 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.28% | 0.58% | 1.02% | Q2 2020 | Q3 2023 | 14 |
Beacon Pointe Advisors, LLC | 14 | 14 | 0.02% | 0.16% | 0.36% | Q2 2020 | Q3 2023 | 14 |
Vectors Research Management, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2022 | 14 |
Crumly & Associates Inc. | 14 | 14 | 0.24% | 0.35% | 0.52% | Q2 2020 | Q3 2023 | 14 |
Inlet Private Wealth, LLC | 14 | 14 | 0.08% | 0.16% | 0.24% | Q2 2020 | Q3 2023 | 14 |
Apollon Wealth Management, LLC | 14 | 14 | 0.27% | 0.55% | 0.68% | Q2 2020 | Q3 2023 | 14 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 2 | 0.00% | 0.04% | 0.34% | Q4 2018 | Q3 2023 | 14 |
Charles Schwab Trust Co | 14 | 14 | 0.16% | 0.21% | 0.24% | Q2 2020 | Q3 2023 | 14 |
Value Partners Investments Inc. | 14 | 14 | 0.06% | 0.28% | 0.71% | Q2 2020 | Q3 2023 | 14 |
Parcion Private Wealth LLC | 14 | 14 | 0.02% | 0.18% | 0.58% | Q2 2020 | Q3 2023 | 14 |
HBC Financial Services, PLLC | 14 | 14 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
EPG Wealth Management LLC | 12 | 2 | 0.07% | 0.27% | 0.54% | Q4 2019 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.02% | 0.17% | 0.29% | Q2 2020 | Q3 2023 | 14 |
Keebeck Wealth Management, LLC | 14 | 14 | 0.12% | 0.45% | 0.86% | Q2 2020 | Q3 2023 | 14 |
Procyon Advisors, LLC | 11 | 3 | 0.08% | 0.16% | 0.40% | Q4 2019 | Q3 2023 | 14 |
Citizens National Bank Trust Department | 14 | 14 | 0.76% | 1.54% | 2.20% | Q2 2020 | Q3 2023 | 14 |
Veracity Capital LLC | 12 | 2 | 0.05% | 0.15% | 0.41% | Q4 2019 | Q3 2023 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.02% | 0.08% | 0.15% | Q2 2020 | Q3 2023 | 14 |
Prudent Man Advisors, LLC | 14 | 14 | 0.48% | 0.69% | 1.12% | Q2 2020 | Q3 2023 | 14 |
Tennessee Valley Asset Management Partners | 9 | 5 | 0.15% | 0.26% | 0.37% | Q1 2020 | Q3 2023 | 14 |
CATALYST PRIVATE WEALTH, LLC | 14 | 14 | 0.18% | 0.30% | 0.42% | Q3 2020 | Q4 2023 | 14 |
CALTON & ASSOCIATES, INC. | 13 | 1 | 0.05% | 0.13% | 0.36% | Q4 2019 | Q3 2023 | 14 |
CAPITAL ADVISORS INC/OK | 10 | 4 | 0.70% | 0.91% | 1.14% | Q1 2020 | Q3 2023 | 14 |
PAYDEN & RYGEL | 14 | 14 | 0.06% | 1.28% | 2.50% | Q1 2020 | Q2 2023 | 14 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 13 | 13 | 0.14% | 0.31% | 0.65% | Q2 2018 | Q2 2021 | 13 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 8 | 5 | 0.16% | 0.36% | 0.68% | Q2 2019 | Q3 2023 | 13 |
MEMBERS CAPITAL ADVISORS INC | 13 | 13 | 0.06% | 1.06% | 2.45% | Q3 2020 | Q3 2023 | 13 |
TCG Advisory Services, LLC | 12 | 12 | 0.61% | 0.76% | 1.47% | Q4 2020 | Q3 2023 | 13 |
Te Ahumairangi Investment Management Ltd | 13 | 13 | 0.45% | 0.76% | 0.97% | Q3 2020 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.54% | 0.90% | 1.30% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.04% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.04% | 0.15% | 0.20% | Q3 2020 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
PACES FERRY WEALTH ADVISORS, LLC | 13 | 13 | 0.16% | 0.28% | 0.39% | Q3 2020 | Q3 2023 | 13 |
NewSquare Capital LLC | 12 | 1 | 0.00% | 0.09% | 0.12% | Q1 2019 | Q3 2023 | 13 |
PICTET ASSET MANAGEMENT LTD | 13 | 13 | 0.09% | 0.12% | 0.15% | Q2 2018 | Q2 2021 | 13 |
First American Bank | 9 | 4 | 0.73% | 1.05% | 1.62% | Q3 2018 | Q4 2021 | 13 |
Frontier Wealth Management LLC | 9 | 4 | 0.02% | 0.04% | 0.11% | Q1 2019 | Q2 2022 | 13 |
Menard Financial Group LLC | 12 | 1 | 0.20% | 0.63% | 1.32% | Q4 2019 | Q3 2023 | 13 |
Game Plan Financial Advisors, LLC | 13 | 13 | 1.28% | 1.49% | 2.16% | Q4 2019 | Q4 2022 | 13 |
CVA Family Office, LLC | 13 | 13 | 0.03% | 0.16% | 0.44% | Q3 2020 | Q3 2023 | 13 |
Eagle Capital Management, LLC | 13 | 13 | 1.40% | 2.78% | 5.01% | Q3 2020 | Q3 2023 | 13 |
Americana Partners, LLC | 12 | 1 | 0.08% | 0.35% | 0.58% | Q4 2019 | Q3 2023 | 13 |
Graypoint LLC | 13 | 13 | 0.37% | 0.46% | 0.58% | Q3 2020 | Q3 2023 | 13 |
Sather Financial Group Inc | 9 | 4 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 13 |
Beacon Harbor Wealth Advisors, Inc. | 11 | 2 | 1.43% | 1.73% | 2.18% | Q2 2019 | Q1 2023 | 13 |
Tranquility Partners, LLC | 13 | 13 | 0.15% | 0.19% | 0.26% | Q3 2020 | Q3 2023 | 13 |
King Wealth Management Group | 11 | 2 | 0.05% | 0.21% | 0.31% | Q1 2020 | Q3 2023 | 13 |
Bremer Bank National Association | 12 | 1 | 0.04% | 0.15% | 0.42% | Q1 2019 | Q3 2023 | 13 |
Jupiter Wealth Management LLC | 13 | 13 | 0.68% | 1.15% | 1.57% | Q3 2020 | Q3 2023 | 13 |
Van Leeuwen & Company, LLC | 13 | 13 | 1.90% | 2.45% | 3.34% | Q3 2020 | Q3 2023 | 13 |
Bay Harbor Wealth Management, LLC | 6 | 2 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 13 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.14% | 0.23% | 0.54% | Q4 2020 | Q3 2023 | 13 |
Cullen Capital Management, LLC | 13 | 13 | 1.51% | 2.03% | 2.43% | Q3 2020 | Q3 2023 | 13 |
Miramar Capital, LLC | 13 | 13 | 2.64% | 3.48% | 4.41% | Q3 2020 | Q3 2023 | 13 |
Guidance Point Advisors, LLC | 13 | 13 | 0.11% | 0.14% | 0.20% | Q3 2020 | Q3 2023 | 13 |
OSSIAM | 6 | 1 | 0.02% | 0.45% | 2.94% | Q4 2018 | Q3 2023 | 13 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 13 | 13 | 0.06% | 0.17% | 0.28% | Q3 2020 | Q3 2023 | 13 |
UNIVEST FINANCIAL Corp | 6 | 1 | 0.06% | 0.97% | 1.95% | Q2 2018 | Q3 2023 | 13 |
FORTEM FINANCIAL GROUP, LLC | 13 | 13 | 1.47% | 1.69% | 2.08% | Q3 2020 | Q3 2023 | 13 |
Vontobel Holding Ltd. | 12 | 12 | 0.01% | 0.25% | 0.64% | Q4 2020 | Q3 2023 | 13 |
Tidal Investments LLC | 12 | 1 | 0.07% | 0.25% | 0.64% | Q2 2020 | Q3 2023 | 13 |
Sargent Investment Group, LLC | 13 | 13 | 0.08% | 0.11% | 0.15% | Q3 2020 | Q3 2023 | 13 |
Cooper Financial Group | 13 | 13 | 0.12% | 0.41% | 0.91% | Q3 2020 | Q3 2023 | 13 |
Kiwi Wealth Investments Limited Partnership | 9 | 4 | 0.07% | 0.70% | 1.92% | Q4 2018 | Q2 2023 | 13 |
SMITH, MOORE & CO. | 12 | 1 | 0.04% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 13 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6 | 1 | 0.04% | 0.10% | 0.19% | Q2 2018 | Q3 2023 | 13 |
Providence Wealth Advisors, LLC | 13 | 13 | 0.52% | 0.90% | 1.99% | Q3 2020 | Q3 2023 | 13 |
Winch Advisory Services, LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 13 |
KING LUTHER CAPITAL MANAGEMENT CORP | 13 | 13 | 0.01% | 0.19% | 0.53% | Q3 2020 | Q3 2023 | 13 |
Seascape Capital Management | 12 | 1 | 0.16% | 0.49% | 0.68% | Q4 2019 | Q3 2023 | 13 |
BP PLC | 13 | 13 | 0.18% | 0.31% | 0.44% | Q2 2018 | Q2 2021 | 13 |
Montecito Bank & Trust | 13 | 13 | 0.05% | 0.15% | 0.33% | Q4 2020 | Q4 2023 | 13 |
Pictet North America Advisors SA | 7 | 6 | 0.03% | 0.11% | 0.24% | Q3 2018 | Q3 2023 | 13 |
SWS Partners | 11 | 2 | 0.51% | 1.18% | 1.87% | Q2 2019 | Q3 2022 | 13 |
Banco de Sabadell, S.A | 13 | 13 | 0.14% | 1.45% | 2.12% | Q3 2020 | Q3 2023 | 13 |
First Heartland Consultants, Inc. | 13 | 13 | 0.03% | 0.07% | 0.13% | Q3 2020 | Q3 2023 | 13 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 13 | 13 | 0.03% | 0.16% | 0.34% | Q3 2020 | Q3 2023 | 13 |
Cypress Capital, LLC | 11 | 2 | 0.21% | 0.68% | 1.92% | Q2 2020 | Q3 2023 | 13 |
RATIONAL ADVISORS LLC | 7 | 1 | 0.02% | 0.21% | 1.20% | Q2 2018 | Q3 2023 | 13 |
LexAurum Advisors, LLC | 13 | 13 | 0.10% | 0.13% | 0.17% | Q3 2020 | Q3 2023 | 13 |
Holistic Financial Partners | 13 | 13 | 0.24% | 0.38% | 0.50% | Q3 2020 | Q3 2023 | 13 |
ASPIRIANT, LLC | 13 | 13 | 0.02% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.03% | 0.10% | 0.27% | Q3 2020 | Q3 2023 | 13 |
Gryphon Financial Partners LLC | 12 | 1 | 0.04% | 0.09% | 0.16% | Q2 2018 | Q3 2023 | 13 |
LAKE STREET ADVISORS GROUP, LLC | 13 | 13 | 0.04% | 0.06% | 0.09% | Q2 2018 | Q2 2021 | 13 |
Legacy Capital Partners, Inc. | 13 | 13 | 0.13% | 0.31% | 0.49% | Q1 2019 | Q1 2022 | 13 |
Bogart Wealth, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 13 |
Wealth Advisors of Tampa Bay, LLC | 13 | 13 | 0.22% | 2.58% | 4.04% | Q3 2020 | Q3 2023 | 13 |
Alberta Investment Management Corp | 7 | 2 | 0.02% | 0.08% | 0.26% | Q2 2018 | Q3 2023 | 13 |
MONETA GROUP INVESTMENT ADVISORS LLC | 11 | 2 | 0.00% | 0.05% | 0.08% | Q1 2018 | Q3 2023 | 13 |
Maytus Capital Management, LLC | 7 | 1 | 0.34% | 2.45% | 4.67% | Q4 2018 | Q3 2023 | 13 |
RITHOLTZ WEALTH MANAGEMENT | 13 | 13 | 0.03% | 0.13% | 0.24% | Q3 2020 | Q3 2023 | 13 |
EFG Asset Management (Americas) Corp. | 13 | 13 | 0.18% | 0.32% | 0.56% | Q3 2020 | Q3 2023 | 13 |
JAMES INVESTMENT RESEARCH INC | 10 | 3 | 0.01% | 0.22% | 0.66% | Q2 2018 | Q3 2023 | 13 |
AGF Investments LLC | 12 | 1 | 0.00% | 0.10% | 0.42% | Q3 2018 | Q4 2021 | 13 |
LMR Partners LLP | 5 | 1 | 0.00% | 0.09% | 0.26% | Q2 2018 | Q1 2023 | 13 |
Farmers & Merchants Trust Co of Chambersburg PA | 13 | 13 | 0.94% | 1.21% | 1.72% | Q3 2020 | Q3 2023 | 13 |
Meridian Wealth Management, LLC | 9 | 4 | 0.02% | 0.23% | 0.40% | Q3 2018 | Q3 2023 | 13 |
QUEST CAPITAL MANAGEMENT INC /ADV | 13 | 13 | 0.10% | 0.15% | 0.20% | Q4 2018 | Q4 2021 | 13 |
PEDDOCK CAPITAL ADVISORS, LLC | 7 | 1 | 0.01% | 0.15% | 0.35% | Q2 2018 | Q3 2023 | 13 |
PFG Advisors | 13 | 13 | 0.03% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 13 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 13 | 13 | 0.79% | 0.97% | 1.08% | Q1 2018 | Q1 2021 | 13 |
Norway Savings Bank | 10 | 3 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2022 | 13 |
QS Investors, LLC | 13 | 13 | 0.02% | 0.08% | 0.15% | Q2 2018 | Q2 2021 | 13 |
Cornerstone Wealth Management, LLC | 8 | 1 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 13 |
MAVERICK CAPITAL LTD | 9 | 1 | 0.01% | 0.10% | 0.74% | Q1 2019 | Q2 2023 | 13 |
CWA Asset Management Group, LLC | 6 | 1 | 0.01% | 0.05% | 0.10% | Q2 2018 | Q3 2023 | 13 |
BSW Wealth Partners | 13 | 13 | 0.10% | 0.18% | 0.27% | Q3 2020 | Q3 2023 | 13 |
Canal Capital Management, LLC | 13 | 13 | 0.88% | 1.08% | 1.24% | Q3 2020 | Q3 2023 | 13 |
BLUESTEIN R H & CO LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2022 | 13 |
FORBES J M & CO LLP | 13 | 13 | 1.22% | 1.59% | 2.05% | Q3 2020 | Q3 2023 | 13 |
Gratus Capital, LLC | 13 | 13 | 1.01% | 1.54% | 2.17% | Q3 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.28% | 0.37% | 0.52% | Q3 2020 | Q3 2023 | 13 |
Fiduciary Group LLC | 13 | 13 | 0.03% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Blackhawk Capital Partners LLC. | 11 | 2 | 0.12% | 1.40% | 2.10% | Q4 2018 | Q1 2022 | 13 |
Newman Dignan & Sheerar, Inc. | 13 | 13 | 0.08% | 0.45% | 0.88% | Q3 2020 | Q3 2023 | 13 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 13 | 13 | 0.15% | 0.32% | 0.64% | Q3 2020 | Q3 2023 | 13 |
Capital Investment Advisors, LLC | 13 | 13 | 0.03% | 0.10% | 0.18% | Q4 2020 | Q4 2023 | 13 |
J. W. Coons Advisors, LLC | 13 | 13 | 0.12% | 0.23% | 0.32% | Q3 2020 | Q3 2023 | 13 |
LSV ASSET MANAGEMENT | 11 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 13 |
Standard Investments LLC | 13 | 13 | 1.26% | 6.52% | 9.54% | Q2 2018 | Q2 2021 | 13 |
Source Financial Advisors LLC | 12 | 12 | 0.06% | 0.12% | 0.20% | Q4 2020 | Q3 2023 | 12 |
LCM Capital Management Inc | 12 | 12 | 0.27% | 0.41% | 0.68% | Q4 2020 | Q3 2023 | 12 |
BESSEMER SECURITIES LLC | 12 | 12 | 0.16% | 0.42% | 1.46% | Q4 2020 | Q3 2023 | 12 |
Gladius Capital Management LP | 6 | 1 | 0.00% | 0.07% | 0.34% | Q4 2018 | Q3 2023 | 12 |
BADGLEY PHELPS & BELL INC | 8 | 4 | 0.01% | 0.43% | 0.81% | Q1 2018 | Q2 2021 | 12 |
CCLA Investment Management | 7 | 5 | 0.04% | 1.20% | 1.69% | Q3 2020 | Q3 2023 | 12 |
NICHOLAS COMPANY, INC. | 12 | 12 | 0.09% | 0.15% | 0.19% | Q4 2020 | Q3 2023 | 12 |
NuWave Investment Management, LLC | 7 | 1 | 0.00% | 0.27% | 1.09% | Q2 2018 | Q2 2022 | 12 |
Capital Wealth Planning, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 12 |
WADDELL & REED FINANCIAL INC | 12 | 12 | 0.10% | 0.25% | 1.08% | Q2 2018 | Q1 2021 | 12 |
Redhawk Wealth Advisors, Inc. | 8 | 1 | 0.10% | 0.17% | 0.26% | Q3 2019 | Q3 2023 | 12 |
SANDERS MORRIS HARRIS LLC | 10 | 2 | 0.18% | 0.25% | 0.42% | Q3 2020 | Q3 2023 | 12 |
Richard Bernstein Advisors LLC | 8 | 4 | 0.02% | 0.08% | 0.22% | Q2 2018 | Q3 2023 | 12 |
Jackson, Grant Investment Advisers, Inc. | 11 | 1 | 0.01% | 0.11% | 0.18% | Q4 2018 | Q3 2023 | 12 |
USCA RIA LLC | 10 | 2 | 0.09% | 0.33% | 0.65% | Q2 2018 | Q2 2021 | 12 |
Teza Capital Management LLC | 6 | 1 | 0.22% | 0.62% | 1.24% | Q4 2018 | Q1 2023 | 12 |
AIA Group Ltd | 12 | 12 | 0.04% | 0.30% | 0.70% | Q4 2020 | Q3 2023 | 12 |
Uniplan Investment Counsel, Inc. | 12 | 12 | 0.40% | 0.56% | 0.78% | Q4 2020 | Q3 2023 | 12 |
Highland Private Wealth Management | 10 | 1 | 0.05% | 0.09% | 0.22% | Q1 2019 | Q3 2022 | 12 |
Cornerstone Advisory, LLC | 11 | 1 | 0.08% | 0.13% | 0.32% | Q3 2020 | Q3 2023 | 12 |
FIRST QUADRANT LLC/CA | 7 | 5 | 0.03% | 0.08% | 0.26% | Q4 2018 | Q4 2021 | 12 |
Verity Asset Management, Inc. | 7 | 5 | 0.14% | 0.21% | 0.31% | Q3 2020 | Q3 2023 | 12 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 8 | 4 | 0.00% | 0.07% | 0.22% | Q3 2018 | Q3 2023 | 12 |
Renaissance Investment Group LLC | 12 | 12 | 0.74% | 2.07% | 3.22% | Q4 2020 | Q3 2023 | 12 |
Phoenix Holdings Ltd. | 5 | 2 | 0.02% | 0.05% | 0.08% | Q3 2019 | Q3 2023 | 12 |
Knights of Columbus Asset Advisors LLC | 12 | 12 | 0.08% | 0.40% | 0.71% | Q4 2020 | Q3 2023 | 12 |
Vantage Financial Partners Ltd., Inc. | 12 | 12 | 0.17% | 0.52% | 0.87% | Q4 2020 | Q3 2023 | 12 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 11 | 1 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q1 2023 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.02% | 0.07% | Q2 2018 | Q1 2021 | 12 |
CRAMER ROSENTHAL MCGLYNN LLC | 12 | 12 | 0.12% | 0.80% | 1.67% | Q1 2018 | Q4 2020 | 12 |
SUN LIFE FINANCIAL INC | 12 | 12 | 0.01% | 0.04% | 0.10% | Q2 2018 | Q1 2021 | 12 |
TWO SIGMA ADVISERS, LP | 6 | 1 | 0.00% | 0.08% | 0.38% | Q3 2019 | Q3 2023 | 12 |
AMUNDI ASSET MANAGEMENT US, INC. | 12 | 12 | 0.08% | 0.43% | 1.47% | Q2 2018 | Q1 2021 | 12 |
PEOPLES BANK /OH | 12 | 12 | 0.12% | 0.27% | 0.40% | Q4 2020 | Q3 2023 | 12 |
ZEKE CAPITAL ADVISORS, LLC | 8 | 4 | 0.07% | 0.12% | 0.19% | Q1 2018 | Q4 2022 | 12 |
YHB Investment Advisors, Inc. | 12 | 12 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.03% | 0.07% | 0.16% | Q4 2018 | Q3 2021 | 12 |
Ninepoint Partners LP | 7 | 1 | 0.06% | 0.12% | 0.20% | Q4 2019 | Q3 2023 | 12 |
Itau Unibanco Holding S.A. | 5 | 1 | 0.00% | 0.06% | 0.35% | Q2 2018 | Q3 2023 | 12 |
Cranbrook Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.04% | 0.08% | 0.12% | Q4 2018 | Q3 2021 | 12 |
Blueshift Asset Management, LLC | 7 | 2 | 0.02% | 0.19% | 0.45% | Q4 2019 | Q3 2023 | 12 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 12 | 12 | 0.14% | 0.23% | 0.33% | Q4 2020 | Q3 2023 | 12 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6 | 2 | 0.14% | 0.54% | 1.03% | Q2 2018 | Q3 2023 | 12 |
MainStreet Investment Advisors LLC | 4 | 4 | 0.02% | 0.04% | 0.20% | Q1 2020 | Q3 2023 | 12 |
Crewe Advisors LLC | 12 | 12 | 0.00% | 0.03% | 0.08% | Q3 2020 | Q2 2023 | 12 |
Bedel Financial Consulting, Inc. | 11 | 1 | 0.00% | 0.01% | 0.05% | Q3 2019 | Q2 2023 | 12 |
GREENWOOD CAPITAL ASSOCIATES LLC | 11 | 1 | 0.03% | 0.19% | 0.61% | Q2 2018 | Q1 2023 | 12 |
TEALWOOD ASSET MANAGEMENT INC | 10 | 2 | 1.10% | 1.36% | 1.56% | Q4 2020 | Q4 2023 | 12 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 12 | 12 | 0.52% | 1.38% | 2.48% | Q1 2020 | Q4 2022 | 12 |
GPS Wealth Strategies Group, LLC | 9 | 3 | 0.10% | 0.16% | 0.30% | Q3 2020 | Q3 2023 | 12 |
Johnson Midwest Financial, LLC | 12 | 12 | 0.01% | 0.05% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Paradiem, LLC | 12 | 12 | 1.37% | 1.63% | 1.92% | Q4 2020 | Q3 2023 | 12 |
Wealth Alliance Advisory Group, LLC | 12 | 12 | 0.11% | 0.17% | 0.49% | Q4 2020 | Q3 2023 | 12 |
IndexIQ Advisors LLC | 12 | 12 | 0.09% | 0.18% | 0.29% | Q2 2019 | Q1 2022 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.42% | 0.58% | 0.88% | Q4 2020 | Q3 2023 | 12 |
Retirement Group, LLC | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Quad-Cities Investment Group, LLC | 6 | 2 | 0.04% | 0.17% | 0.43% | Q2 2018 | Q3 2023 | 12 |
WBH ADVISORY INC | 9 | 3 | 0.04% | 0.07% | 0.09% | Q3 2020 | Q3 2023 | 12 |
Unigestion Holding SA | 11 | 1 | 0.02% | 0.12% | 0.25% | Q3 2020 | Q3 2023 | 12 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 12 | 12 | 0.02% | 0.08% | 0.17% | Q4 2019 | Q3 2022 | 12 |
Choate Investment Advisors | 12 | 12 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 12 |
TAP Consulting, LLC | 12 | 12 | 0.07% | 0.09% | 0.13% | Q3 2020 | Q2 2023 | 12 |
Centric Wealth Management | 12 | 12 | 0.08% | 0.13% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Analog Century Management LP | 12 | 12 | 5.73% | 7.66% | 9.64% | Q4 2020 | Q3 2023 | 12 |
Landsberg, Bennett, & Dubbaneh LLC | 12 | 12 | 1.15% | 1.32% | 1.65% | Q4 2018 | Q3 2021 | 12 |
Keel Point, LLC | 12 | 12 | 0.02% | 0.06% | 0.12% | Q4 2020 | Q3 2023 | 12 |
MONECO Advisors, LLC | 12 | 12 | 0.13% | 0.22% | 0.32% | Q4 2020 | Q3 2023 | 12 |
BROOKS, MOORE & ASSOCIATES, INC. | 12 | 12 | 0.17% | 0.23% | 0.28% | Q4 2020 | Q3 2023 | 12 |
AMI ASSET MANAGEMENT CORP | 12 | 12 | 0.01% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Geller Advisors LLC | 12 | 12 | 0.13% | 0.18% | 0.30% | Q4 2020 | Q3 2023 | 12 |
Golden State Wealth Management, LLC | 9 | 3 | 0.12% | 0.24% | 0.38% | Q1 2019 | Q1 2022 | 12 |
Maryland State Retirement & Pension System | 12 | 12 | 0.42% | 0.56% | 1.13% | Q4 2020 | Q3 2023 | 12 |
XML Financial, LLC | 12 | 12 | 0.06% | 0.09% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Mendel Money Management | 12 | 12 | 0.18% | 0.47% | 0.82% | Q4 2020 | Q3 2023 | 12 |
LPWM LLC | 12 | 12 | 0.13% | 0.16% | 0.19% | Q4 2020 | Q3 2023 | 12 |
Great Diamond Partners, LLC | 11 | 1 | 0.01% | 0.17% | 0.38% | Q4 2019 | Q3 2023 | 12 |
Fortis Capital Management LLC | 12 | 12 | 0.21% | 0.50% | 0.86% | Q4 2020 | Q3 2023 | 12 |
Indie Asset Partners, LLC | 12 | 12 | 0.24% | 0.34% | 0.52% | Q4 2020 | Q3 2023 | 12 |
Country Club Trust Company, n.a. | 12 | 12 | 0.32% | 0.78% | 1.11% | Q1 2019 | Q4 2021 | 12 |
Systematic Alpha Investments, LLC | 12 | 12 | 0.16% | 0.22% | 0.31% | Q4 2020 | Q3 2023 | 12 |
Intrua Financial, LLC | 12 | 12 | 0.21% | 0.27% | 0.36% | Q2 2020 | Q1 2023 | 12 |
Concord Wealth Partners | 12 | 12 | 0.09% | 0.31% | 0.60% | Q4 2020 | Q3 2023 | 12 |
OARSMAN CAPITAL, INC. | 12 | 12 | 0.66% | 0.88% | 1.24% | Q4 2020 | Q3 2023 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.21% | 0.45% | 0.78% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.01% | 0.22% | 1.16% | Q4 2020 | Q3 2023 | 12 |
TruWealth Advisors, LLC | 12 | 12 | 0.18% | 0.54% | 1.18% | Q4 2020 | Q3 2023 | 12 |
Fort Point Capital Partners LLC | 9 | 1 | 0.07% | 0.12% | 0.24% | Q2 2018 | Q3 2023 | 12 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 12 | 12 | 1.09% | 1.34% | 1.62% | Q4 2020 | Q3 2023 | 12 |
Accel Wealth Management | 12 | 12 | 0.09% | 0.15% | 0.32% | Q4 2020 | Q3 2023 | 12 |
Oak Harvest Investment Services | 12 | 12 | 0.12% | 0.59% | 1.76% | Q4 2020 | Q3 2023 | 12 |
Brown Miller Wealth Management, LLC | 12 | 12 | 0.18% | 0.21% | 0.26% | Q4 2020 | Q3 2023 | 12 |
Journey Advisory Group, LLC | 12 | 12 | 0.21% | 0.54% | 0.94% | Q4 2020 | Q3 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.14% | 0.23% | 0.32% | Q4 2020 | Q3 2023 | 12 |
Marshall Financial Group LLC | 12 | 12 | 0.20% | 0.42% | 0.83% | Q4 2020 | Q3 2023 | 12 |
PATRON PARTNERS, LLC | 12 | 12 | 0.44% | 0.54% | 0.76% | Q4 2020 | Q3 2023 | 12 |
Altus Wealth Group LLC | 12 | 12 | 0.43% | 0.61% | 0.84% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.07% | 0.13% | 0.23% | Q4 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Elk River Wealth Management, LLC | 12 | 12 | 1.51% | 1.87% | 2.58% | Q4 2020 | Q3 2023 | 12 |
Purus Wealth Management, LLC | 12 | 12 | 0.96% | 1.46% | 1.98% | Q4 2020 | Q3 2023 | 12 |
FCF Advisors LLC | 12 | 12 | 0.84% | 1.41% | 2.01% | Q1 2021 | Q4 2023 | 12 |
Proquility Private Wealth Partners, LLC | 12 | 12 | 1.21% | 1.47% | 1.99% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.42% | 0.54% | 0.73% | Q4 2020 | Q3 2023 | 12 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.38% | 0.56% | 0.70% | Q4 2020 | Q3 2023 | 12 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 12 | 12 | 0.16% | 0.28% | 0.45% | Q4 2020 | Q3 2023 | 12 |
Tacita Capital Inc | 12 | 12 | 0.03% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
TOWER BRIDGE ADVISORS | 12 | 12 | 0.40% | 0.58% | 1.00% | Q4 2020 | Q3 2023 | 12 |
DEFINED WEALTH MANAGEMENT, LLC | 12 | 12 | 0.53% | 0.67% | 0.92% | Q4 2020 | Q3 2023 | 12 |
Bard Financial Services, Inc. | 12 | 12 | 0.02% | 0.06% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Valley Brook Capital Group, Inc. | 12 | 12 | 0.29% | 0.74% | 1.29% | Q4 2020 | Q3 2023 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.14% | 0.19% | 0.30% | Q4 2020 | Q3 2023 | 12 |
JUPITER ASSET MANAGEMENT LTD | 4 | 1 | 0.01% | 0.19% | 0.77% | Q1 2019 | Q3 2023 | 11 |
Keystone Financial Group | 9 | 2 | 0.05% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 11 |
Ten Capital Wealth Advisors, LLC | 11 | 11 | 0.00% | 0.03% | 0.15% | Q4 2020 | Q2 2023 | 11 |
Financial Sense Advisors, Inc. | 6 | 5 | 0.10% | 1.27% | 3.07% | Q3 2020 | Q3 2023 | 11 |
Holocene Advisors, LP | 3 | 1 | 0.01% | 0.50% | 1.43% | Q2 2018 | Q1 2023 | 11 |
Portman Square Capital LLP | 4 | 4 | 0.04% | 0.25% | 0.84% | Q4 2022 | Q3 2023 | 11 |
EXCALIBUR MANAGEMENT CORP | 11 | 11 | 0.10% | 0.14% | 0.22% | Q1 2021 | Q3 2023 | 11 |
Karp Capital Management Corp | 10 | 1 | 0.02% | 0.60% | 1.08% | Q4 2018 | Q3 2022 | 11 |
Annex Advisory Services, LLC | 9 | 2 | 0.01% | 0.04% | 0.16% | Q4 2020 | Q3 2023 | 11 |
EXENCIAL WEALTH ADVISORS, LLC | 11 | 11 | 0.06% | 0.16% | 0.26% | Q1 2021 | Q3 2023 | 11 |
KMG FIDUCIARY PARTNERS, LLC | 11 | 11 | 0.05% | 0.12% | 0.31% | Q1 2021 | Q3 2023 | 11 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 11 | 11 | 0.11% | 0.15% | 0.25% | Q1 2021 | Q3 2023 | 11 |
Tortoise Investment Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 11 |
IAG Wealth Partners, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Private Portfolio Partners LLC | 8 | 1 | 0.07% | 0.10% | 0.17% | Q1 2019 | Q3 2023 | 11 |
Winslow, Evans & Crocker, Inc. | 11 | 11 | 1.83% | 1.98% | 2.12% | Q2 2018 | Q4 2020 | 11 |
FIRST MERCANTILE TRUST CO | 11 | 11 | 0.02% | 0.05% | 0.07% | Q1 2019 | Q3 2021 | 11 |
FAYEZ SAROFIM & CO | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Hexavest Inc. | 11 | 11 | 0.55% | 0.88% | 1.17% | Q1 2019 | Q3 2021 | 11 |
MASON STREET ADVISORS, LLC | 11 | 11 | 0.31% | 0.35% | 0.41% | Q2 2018 | Q4 2020 | 11 |
FLIPPIN BRUCE & PORTER INC | 11 | 11 | 0.89% | 3.01% | 4.25% | Q3 2018 | Q1 2021 | 11 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 10 | 1 | 0.07% | 0.13% | 0.35% | Q4 2019 | Q3 2023 | 11 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.01% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 11 |
Nicholas Hoffman & Company, LLC. | 11 | 11 | 0.08% | 0.80% | 2.12% | Q1 2021 | Q3 2023 | 11 |
Octavia Wealth Advisors, LLC | 11 | 11 | 0.06% | 0.11% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Marcum Wealth, LLC | 11 | 11 | 0.17% | 0.21% | 0.24% | Q1 2021 | Q3 2023 | 11 |
SFE Investment Counsel | 11 | 11 | 0.08% | 1.34% | 2.79% | Q1 2021 | Q3 2023 | 11 |
CHOREO, LLC | 10 | 1 | 0.03% | 0.05% | 0.12% | Q2 2018 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.12% | 0.17% | 0.41% | Q1 2021 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.14% | 0.18% | 0.27% | Q1 2021 | Q3 2023 | 11 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 11 | 11 | 0.20% | 0.28% | 0.39% | Q4 2020 | Q2 2023 | 11 |
Bradley & Co. Private Wealth Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
UNIO CAPITAL LLC | 11 | 11 | 0.16% | 0.40% | 1.40% | Q3 2019 | Q1 2022 | 11 |
Vantage Consulting Group Inc | 10 | 1 | 0.01% | 0.10% | 0.14% | Q4 2020 | Q3 2023 | 11 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 11 | 11 | 0.04% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Point72 Middle East FZE | 4 | 4 | 0.00% | 0.20% | 0.57% | Q4 2022 | Q3 2023 | 11 |
COURIER CAPITAL LLC | 9 | 2 | 0.03% | 0.05% | 0.07% | Q1 2019 | Q3 2023 | 11 |
NewEdge Wealth, LLC | 11 | 11 | 0.04% | 0.31% | 1.19% | Q1 2021 | Q3 2023 | 11 |
Guild Investment Management, Inc. | 11 | 11 | 0.23% | 0.44% | 0.80% | Q1 2021 | Q3 2023 | 11 |
Solstein Capital, LLC | 11 | 11 | 0.04% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Sandbox Financial Partners, LLC | 11 | 11 | 0.20% | 0.30% | 0.41% | Q1 2021 | Q3 2023 | 11 |
Lloyd Advisory Services, LLC. | 10 | 1 | 0.00% | 0.03% | 0.29% | Q4 2019 | Q3 2023 | 11 |
Psagot Value Holdings Ltd. | 8 | 3 | 0.00% | 0.05% | 0.32% | Q4 2018 | Q3 2021 | 11 |
Grantham, Mayo, Van Otterloo & Co. LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
British Airways Pensions Investment Management Ltd | 10 | 1 | 0.25% | 0.66% | 0.91% | Q2 2018 | Q1 2021 | 11 |
Hartford Financial Management Inc. | 11 | 11 | 0.15% | 0.21% | 0.30% | Q1 2021 | Q3 2023 | 11 |
44 WEALTH MANAGEMENT LLC | 11 | 11 | 0.21% | 0.41% | 0.53% | Q4 2020 | Q2 2023 | 11 |
Crestline Management, LP | 8 | 1 | 0.46% | 1.20% | 2.30% | Q3 2018 | Q3 2023 | 11 |
STRATEGY ASSET MANAGERS LLC | 9 | 2 | 0.52% | 2.09% | 3.34% | Q1 2018 | Q3 2023 | 11 |
Core Alternative Capital | 11 | 11 | 0.06% | 0.17% | 0.31% | Q1 2021 | Q3 2023 | 11 |
Strategic Advisors LLC | 10 | 1 | 0.05% | 0.37% | 0.77% | Q4 2020 | Q3 2023 | 11 |
INGALLS & SNYDER LLC | 10 | 1 | 0.02% | 0.11% | 0.18% | Q4 2020 | Q3 2023 | 11 |
Jaffetilchin Investment Partners, LLC | 10 | 1 | 0.02% | 0.07% | 0.16% | Q4 2020 | Q3 2023 | 11 |
Orion Capital Management LLC | 10 | 1 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 11 |
FORT PITT CAPITAL GROUP, LLC | 10 | 1 | 0.01% | 0.86% | 2.30% | Q4 2020 | Q3 2023 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.05% | 0.07% | 0.09% | Q4 2018 | Q2 2021 | 11 |
Hardman Johnston Global Advisors LLC | 11 | 11 | 0.03% | 2.50% | 11.60% | Q2 2018 | Q4 2020 | 11 |
HARVEST VOLATILITY MANAGEMENT LLC | 11 | 11 | 0.00% | 1.17% | 2.23% | Q4 2020 | Q2 2023 | 11 |
Berkeley Capital Partners, LLC | 11 | 11 | 0.11% | 0.19% | 0.34% | Q1 2021 | Q3 2023 | 11 |
USA FINANCIAL FORMULAS | 8 | 3 | 0.00% | 0.82% | 4.08% | Q4 2020 | Q3 2023 | 11 |
FIRST CITIZENS BANK & TRUST CO | 8 | 1 | 0.01% | 0.05% | 0.15% | Q3 2019 | Q3 2023 | 11 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 9 | 9 | 0.00% | 0.57% | 1.05% | Q3 2018 | Q3 2020 | 11 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 11 | 11 | 0.20% | 0.23% | 0.27% | Q1 2021 | Q3 2023 | 11 |
CLARK FINANCIAL SERVICES GROUP INC /BD | 5 | 1 | 0.41% | 0.86% | 1.62% | Q2 2020 | Q3 2023 | 11 |
Eukles Asset Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Camelot Portfolios, LLC | 11 | 11 | 0.13% | 0.32% | 0.65% | Q4 2018 | Q2 2021 | 11 |
TSFG, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
InterOcean Capital Group, LLC | 11 | 11 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 11 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 11 | 11 | 0.25% | 0.36% | 0.56% | Q1 2021 | Q3 2023 | 11 |
DOHENY ASSET MANAGEMENT /CA | 6 | 5 | 1.10% | 2.33% | 3.51% | Q4 2020 | Q3 2023 | 11 |
Regal Investment Advisors LLC | 10 | 1 | 0.05% | 0.07% | 0.11% | Q4 2020 | Q3 2023 | 11 |
Onex Canada Asset Management Inc. | 11 | 11 | 0.31% | 0.53% | 0.74% | Q1 2021 | Q3 2023 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.31% | 0.54% | 0.81% | Q4 2020 | Q3 2023 | 11 |
Laird Norton Wetherby Trust Company, LLC | 7 | 4 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 11 |
Formidable Asset Management, LLC | 11 | 11 | 0.06% | 0.08% | 0.12% | Q1 2021 | Q3 2023 | 11 |
Community Capital Management, LLC | 10 | 10 | 0.00% | 1.80% | 2.80% | Q2 2021 | Q3 2023 | 11 |
Brandywine Global Investment Management, LLC | 10 | 1 | 0.26% | 0.85% | 1.21% | Q2 2019 | Q4 2022 | 11 |
Benson Investment Management Company, Inc. | 9 | 2 | 1.94% | 2.33% | 2.59% | Q3 2018 | Q4 2022 | 11 |
Campion Asset Management | 11 | 11 | 0.18% | 0.31% | 0.44% | Q1 2021 | Q3 2023 | 11 |
Range Financial Group LLC | 11 | 11 | 1.81% | 2.40% | 3.60% | Q1 2021 | Q3 2023 | 11 |
Pacifica Partners Inc. | 11 | 11 | 0.02% | 0.37% | 1.47% | Q2 2021 | Q4 2023 | 11 |
CHILDRESS CAPITAL ADVISORS, LLC | 10 | 1 | 0.12% | 0.28% | 0.40% | Q4 2020 | Q3 2023 | 11 |
Ameritas Investment Company, LLC | 9 | 2 | 0.10% | 0.18% | 0.36% | Q4 2018 | Q3 2021 | 11 |
Aurora Investment Managers, LLC. | 7 | 4 | 1.59% | 2.70% | 4.51% | Q1 2020 | Q3 2023 | 11 |
Old North State Trust, LLC | 6 | 5 | 0.01% | 0.07% | 0.16% | Q3 2020 | Q3 2023 | 11 |
Jackson Hole Capital Partners, LLC | 11 | 11 | 0.18% | 0.28% | 0.60% | Q4 2020 | Q2 2023 | 11 |
Alaethes Wealth LLC | 11 | 11 | 0.96% | 1.13% | 1.42% | Q1 2021 | Q3 2023 | 11 |
Empowered Funds, LLC | 10 | 1 | 0.04% | 0.27% | 0.56% | Q3 2019 | Q3 2023 | 11 |
Aperio Group, LLC | 11 | 11 | 0.20% | 0.27% | 0.32% | Q2 2018 | Q4 2020 | 11 |
PDS Planning, Inc | 11 | 11 | 0.06% | 0.09% | 0.18% | Q1 2021 | Q3 2023 | 11 |
MV CAPITAL MANAGEMENT, INC. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
BLB&B Advisors, LLC | 7 | 1 | 0.01% | 0.07% | 0.22% | Q2 2018 | Q1 2022 | 11 |
HARBOUR INVESTMENT MANAGEMENT LLC | 11 | 11 | 0.32% | 0.69% | 1.41% | Q1 2021 | Q3 2023 | 11 |
CHASE INVESTMENT COUNSEL CORP | 9 | 2 | 0.11% | 0.52% | 2.39% | Q3 2020 | Q3 2023 | 11 |
TrinityPoint Wealth, LLC | 11 | 11 | 0.20% | 0.27% | 0.37% | Q1 2021 | Q3 2023 | 11 |
Genesee Capital Advisors, LLC | 9 | 2 | 0.46% | 0.84% | 1.36% | Q4 2020 | Q3 2023 | 11 |
SIMPLEX TRADING, LLC | 11 | 11 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q1 2022 | 11 |
Capital Planning Advisors, LLC | 10 | 1 | 0.05% | 0.25% | 0.66% | Q2 2018 | Q3 2023 | 11 |
Abundance Wealth Counselors | 11 | 11 | 0.04% | 0.44% | 1.50% | Q1 2021 | Q3 2023 | 11 |
NorthRock Partners, LLC | 9 | 2 | 0.02% | 0.09% | 0.20% | Q3 2019 | Q3 2023 | 11 |
KINGS POINT CAPITAL MANAGEMENT | 11 | 11 | 0.01% | 0.04% | 0.06% | Q3 2019 | Q1 2022 | 11 |
Allegheny Financial Group LTD | 11 | 11 | 0.10% | 0.13% | 0.19% | Q1 2021 | Q3 2023 | 11 |
WOODMONT INVESTMENT COUNSEL LLC | 11 | 11 | 0.18% | 0.70% | 1.21% | Q1 2021 | Q3 2023 | 11 |
BAINCO INTERNATIONAL INVESTORS | 11 | 11 | 1.18% | 1.72% | 2.38% | Q2 2018 | Q4 2020 | 11 |
Navalign, LLC | 11 | 11 | 0.23% | 0.35% | 0.52% | Q1 2021 | Q3 2023 | 11 |
MARIETTA INVESTMENT PARTNERS LLC | 11 | 11 | 0.10% | 0.19% | 0.38% | Q1 2021 | Q3 2023 | 11 |
LYELL WEALTH MANAGEMENT, LP | 11 | 11 | 0.08% | 0.12% | 0.20% | Q1 2021 | Q3 2023 | 11 |
PHYSICIANS FINANCIAL SERVICES, INC. | 11 | 11 | 0.13% | 0.38% | 0.55% | Q1 2021 | Q3 2023 | 11 |
Phoenix Wealth Advisors | 7 | 4 | 0.01% | 1.38% | 3.49% | Q4 2020 | Q3 2023 | 11 |
U S GLOBAL INVESTORS INC | 11 | 11 | 0.02% | 0.15% | 0.22% | Q2 2018 | Q4 2020 | 11 |
Strategic Blueprint, LLC | 10 | 1 | 0.00% | 0.05% | 0.08% | Q3 2019 | Q3 2023 | 11 |
Altavista Wealth Management, Inc. | 11 | 11 | 0.12% | 0.65% | 1.31% | Q2 2019 | Q4 2021 | 11 |
Distillate Capital Partners LLC | 11 | 11 | 1.08% | 2.05% | 5.05% | Q4 2020 | Q2 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q2 2023 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.01% | 0.22% | 0.48% | Q4 2020 | Q2 2023 | 11 |
MAGNOLIA CAPITAL ADVISORS LLC | 11 | 11 | 0.22% | 0.79% | 1.38% | Q1 2021 | Q3 2023 | 11 |
MCDONALD PARTNERS LLC | 7 | 4 | 0.12% | 0.36% | 0.78% | Q4 2020 | Q3 2023 | 11 |
Pallas Capital Advisors LLC | 11 | 11 | 0.46% | 0.56% | 0.72% | Q1 2021 | Q3 2023 | 11 |
Sowell Financial Services LLC | 7 | 1 | 0.03% | 0.08% | 0.25% | Q3 2018 | Q1 2023 | 10 |
Wealthspire Advisors, L.P. | 10 | 10 | 0.05% | 0.07% | 0.10% | Q2 2018 | Q3 2020 | 10 |
Clal Insurance Enterprises Holdings Ltd | 3 | 2 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 10 |
Eagle Bay Advisors LLC | 10 | 10 | 0.06% | 0.12% | 0.17% | Q2 2021 | Q3 2023 | 10 |
Hudson Canyon Capital Management | 9 | 1 | 1.16% | 1.40% | 1.60% | Q4 2020 | Q3 2023 | 10 |
Heritage Trust Co | 10 | 10 | 0.03% | 0.23% | 0.52% | Q2 2021 | Q3 2023 | 10 |
AUA CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2022 | 10 |
First Allied Advisory Services, Inc. | 10 | 10 | 0.07% | 0.08% | 0.10% | Q2 2018 | Q3 2020 | 10 |
CANANDAIGUA NATIONAL CORP | 10 | 10 | 0.05% | 0.09% | 0.11% | Q3 2020 | Q4 2022 | 10 |
ETRADE Capital Management LLC | 10 | 10 | 0.06% | 0.13% | 0.18% | Q2 2018 | Q3 2020 | 10 |
Providence First Trust Co | 10 | 10 | 0.34% | 1.46% | 1.91% | Q3 2020 | Q4 2022 | 10 |
West Family Investments, Inc. | 10 | 10 | 0.13% | 0.21% | 0.29% | Q2 2021 | Q3 2023 | 10 |
Minot Wealth Management LLC | 10 | 10 | 1.15% | 1.54% | 1.91% | Q1 2020 | Q2 2022 | 10 |
NorthCoast Asset Management LLC | 7 | 1 | 0.01% | 0.04% | 0.07% | Q3 2018 | Q3 2021 | 10 |
Old Port Advisors | 9 | 1 | 0.15% | 0.51% | 0.86% | Q1 2021 | Q3 2023 | 10 |
AXS Investments LLC | 8 | 2 | 0.18% | 0.35% | 0.53% | Q1 2021 | Q3 2023 | 10 |
Dorsey Wright & Associates | 3 | 1 | 0.10% | 0.51% | 1.12% | Q1 2019 | Q3 2023 | 10 |
FAS Wealth Partners, Inc. | 10 | 10 | 0.02% | 0.19% | 0.42% | Q2 2021 | Q3 2023 | 10 |
Wellesley Investment Partners, LLC | 10 | 10 | 0.08% | 0.26% | 0.40% | Q2 2018 | Q3 2020 | 10 |
LORD, ABBETT & CO. LLC | 8 | 2 | 0.13% | 0.27% | 0.47% | Q2 2018 | Q3 2023 | 10 |
MANCHESTER FINANCIAL INC | 6 | 2 | 0.03% | 0.06% | 0.10% | Q4 2019 | Q4 2022 | 10 |
Hayden Royal, LLC | 4 | 2 | 0.13% | 0.31% | 0.89% | Q4 2018 | Q4 2021 | 10 |
JFS WEALTH ADVISORS, LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 10 |
Warther Private Wealth, LLC | 10 | 10 | 0.79% | 1.25% | 1.82% | Q2 2021 | Q3 2023 | 10 |
Silicon Valley Capital Partners | 4 | 2 | 0.03% | 0.21% | 0.61% | Q1 2019 | Q3 2023 | 10 |
ACCIDENT COMPENSATION CORP | 10 | 10 | 0.08% | 0.30% | 0.45% | Q1 2018 | Q2 2020 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.05% | 0.12% | 0.21% | Q4 2020 | Q3 2023 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.04% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 10 |
Castellan Group | 10 | 10 | 0.71% | 1.38% | 1.77% | Q2 2021 | Q3 2023 | 10 |
Sage Mountain Advisors LLC | 10 | 10 | 0.04% | 0.26% | 0.77% | Q2 2021 | Q3 2023 | 10 |
Oder Investment Management, LLC | 9 | 1 | 0.23% | 0.37% | 0.50% | Q4 2020 | Q3 2023 | 10 |
SNOW CAPITAL MANAGEMENT LP | 10 | 10 | 0.08% | 0.31% | 0.46% | Q2 2018 | Q3 2020 | 10 |
Avion Wealth | 9 | 1 | 0.00% | 0.00% | 0.03% | Q4 2020 | Q3 2023 | 10 |
Wagner Wealth Management, LLC | 6 | 4 | 0.03% | 0.13% | 0.24% | Q1 2021 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.06% | 0.32% | 0.57% | Q2 2021 | Q3 2023 | 10 |
One River Asset Management, LLC | 4 | 4 | 0.00% | 0.32% | 1.44% | Q4 2022 | Q3 2023 | 10 |
Monument Capital Management | 10 | 10 | 0.10% | 0.29% | 0.74% | Q2 2021 | Q3 2023 | 10 |
STEWART & PATTEN CO LLC | 10 | 10 | 0.67% | 1.77% | 2.98% | Q2 2021 | Q3 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.15% | 0.35% | 0.50% | Q2 2021 | Q3 2023 | 10 |
Accurate Wealth Management, LLC | 10 | 10 | 0.12% | 0.29% | 0.49% | Q2 2021 | Q3 2023 | 10 |
Greystone Financial Group, LLC | 5 | 5 | 1.11% | 1.98% | 2.59% | Q4 2020 | Q3 2023 | 10 |
Olympiad Research LP | 8 | 2 | 0.17% | 0.29% | 0.42% | Q4 2019 | Q3 2022 | 10 |
Baldwin Investment Management, LLC | 10 | 10 | 0.79% | 0.98% | 1.22% | Q2 2021 | Q3 2023 | 10 |
Nan Shan Life Insurance Co., Ltd. | 10 | 10 | 0.16% | 0.89% | 1.48% | Q1 2019 | Q2 2021 | 10 |
Lucia Wealth Services, LLC | 10 | 10 | 0.17% | 0.22% | 0.30% | Q2 2018 | Q3 2020 | 10 |
CULLINAN ASSOCIATES INC | 10 | 10 | 0.02% | 0.06% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Wills Financial Group, Inc. | 10 | 10 | 0.10% | 0.63% | 1.16% | Q2 2021 | Q3 2023 | 10 |
DigitalBridge Group, Inc. | 10 | 10 | 0.19% | 0.80% | 1.72% | Q4 2020 | Q1 2023 | 10 |
FOSTER & MOTLEY INC | 10 | 10 | 0.03% | 0.18% | 0.42% | Q2 2021 | Q3 2023 | 10 |
GENERAL AMERICAN INVESTORS CO INC | 10 | 10 | 1.04% | 1.46% | 1.64% | Q2 2021 | Q3 2023 | 10 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 10 | 10 | 0.93% | 1.27% | 1.80% | Q2 2021 | Q3 2023 | 10 |
Congress Park Capital LLC | 5 | 5 | 0.12% | 0.44% | 1.51% | Q2 2019 | Q3 2023 | 10 |
WADDELL & ASSOCIATES, LLC | 10 | 10 | 0.05% | 0.06% | 0.06% | Q2 2021 | Q3 2023 | 10 |
GYL FINANCIAL SYNERGIES, LLC | 6 | 4 | 0.06% | 0.22% | 0.76% | Q1 2021 | Q3 2023 | 10 |
Border to Coast Pensions Partnership Ltd | 10 | 10 | 0.82% | 1.13% | 1.52% | Q2 2021 | Q3 2023 | 10 |
Wealth Architects, LLC | 10 | 10 | 0.04% | 0.19% | 0.36% | Q2 2021 | Q3 2023 | 10 |
Cascade Investment Advisors, Inc. | 9 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2023 | 10 |
EMFO, LLC | 10 | 10 | 0.13% | 0.22% | 0.65% | Q2 2021 | Q3 2023 | 10 |
CCG WEALTH MANAGEMENT, LLC | 9 | 1 | 0.13% | 0.16% | 0.21% | Q4 2020 | Q3 2023 | 10 |
Maryland Capital Management | 10 | 10 | 0.02% | 0.32% | 0.55% | Q2 2020 | Q3 2022 | 10 |
Stokes Capital Advisors, LLC | 10 | 10 | 1.57% | 1.91% | 2.25% | Q2 2021 | Q3 2023 | 10 |
CADENCE CAPITAL MANAGEMENT LLC | 10 | 10 | 0.13% | 0.39% | 0.77% | Q2 2018 | Q3 2020 | 10 |
Evolution Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.03% | 0.10% | Q2 2019 | Q3 2021 | 10 |
O'Brien Greene & Co. Inc | 6 | 4 | 0.07% | 0.09% | 0.12% | Q1 2021 | Q3 2023 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.01% | 0.07% | Q4 2018 | Q2 2022 | 10 |
CCM INVESTMENT ADVISERS LLC | 10 | 10 | 1.78% | 2.19% | 2.60% | Q2 2021 | Q3 2023 | 10 |
MCF Advisors LLC | 7 | 3 | 0.01% | 0.05% | 0.10% | Q1 2021 | Q3 2023 | 10 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 8 | 2 | 0.06% | 0.16% | 0.24% | Q2 2018 | Q3 2023 | 10 |
L2 Asset Management, LLC | 10 | 10 | 0.80% | 1.65% | 2.19% | Q2 2021 | Q3 2023 | 10 |
State of Wyoming | 7 | 3 | 0.02% | 0.10% | 0.28% | Q1 2021 | Q3 2023 | 10 |
DEAN INVESTMENT ASSOCIATES, LLC | 10 | 10 | 0.36% | 0.57% | 1.03% | Q2 2021 | Q3 2023 | 10 |
TRILLIUM ASSET MANAGEMENT, LLC | 6 | 4 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2022 | 10 |
Community Bank, N.A. | 9 | 1 | 0.01% | 0.34% | 0.72% | Q2 2018 | Q3 2023 | 10 |
HARDING LOEVNER LP | 10 | 10 | 0.00% | 0.78% | 1.30% | Q2 2021 | Q3 2023 | 10 |
CRAWFORD INVESTMENT COUNSEL INC | 10 | 10 | 0.26% | 0.57% | 0.87% | Q2 2021 | Q3 2023 | 10 |
McKinley Carter Wealth Services, Inc. | 9 | 1 | 0.01% | 0.45% | 0.72% | Q1 2018 | Q3 2023 | 10 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 8 | 2 | 0.00% | 0.07% | 0.15% | Q4 2019 | Q3 2023 | 10 |
SMITH ASSET MANAGEMENT GROUP LP | 9 | 1 | 0.03% | 0.22% | 0.30% | Q1 2018 | Q2 2021 | 10 |
Mascoma Wealth Management LLC | 9 | 1 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Darwin Wealth Management, LLC | 9 | 1 | 0.01% | 0.13% | 0.24% | Q1 2020 | Q3 2023 | 10 |
SHINE INVESTMENT ADVISORY SERVICES INC | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q3 2020 | 10 |
Freedom Investment Management, Inc. | 10 | 10 | 0.02% | 0.08% | 0.13% | Q2 2021 | Q3 2023 | 10 |
JNBA Financial Advisors | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
GQG Partners LLC | 5 | 1 | 0.00% | 0.75% | 2.82% | Q4 2019 | Q3 2023 | 10 |
Lipe & Dalton | 5 | 5 | 0.05% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 10 |
Steamboat Capital Partners, LLC | 6 | 4 | 2.87% | 4.64% | 6.83% | Q3 2018 | Q3 2023 | 10 |
Fort Sheridan Advisors LLC | 8 | 2 | 0.05% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 10 |
J. L. Bainbridge & Co., Inc. | 6 | 4 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 10 |
Outlook Wealth Advisors, LLC | 4 | 1 | 0.07% | 0.13% | 0.21% | Q4 2018 | Q3 2023 | 10 |
Cardinal Capital Management, Inc. | 10 | 10 | 0.80% | 0.95% | 1.38% | Q2 2021 | Q3 2023 | 10 |
Stillwater Investment Management, LLC | 10 | 10 | 0.14% | 0.16% | 0.20% | Q4 2020 | Q1 2023 | 10 |
SG3 Management, LLC | 3 | 1 | 0.00% | 0.22% | 0.88% | Q2 2019 | Q4 2021 | 10 |
HERON FINANCIAL GROUP, LLC | 5 | 1 | 0.13% | 0.15% | 0.18% | Q4 2019 | Q2 2023 | 10 |
E Fund Management Co., Ltd. | 9 | 1 | 0.17% | 0.33% | 0.49% | Q1 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.05% | 0.10% | 0.18% | Q1 2021 | Q3 2023 | 10 |
BALASA DINVERNO & FOLTZ LLC | 10 | 10 | 0.04% | 0.06% | 0.09% | Q2 2020 | Q3 2022 | 10 |
PEAK FINANCIAL ADVISORS LLC | 7 | 3 | 0.20% | 0.37% | 0.57% | Q4 2020 | Q2 2023 | 10 |
CAAS CAPITAL MANAGEMENT LP | 2 | 1 | 0.01% | 0.13% | 0.42% | Q2 2021 | Q2 2023 | 10 |
Canvas Wealth Advisors, LLC | 5 | 5 | 0.10% | 0.16% | 0.23% | Q1 2021 | Q3 2023 | 10 |
PGGM Investments | 5 | 5 | 0.00% | 0.12% | 0.27% | Q1 2021 | Q3 2023 | 10 |
Rampart Investment Management Company, LLC | 10 | 10 | 0.27% | 0.34% | 0.48% | Q2 2018 | Q3 2020 | 10 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q2 2022 | 10 |
DT Investment Partners, LLC | 9 | 9 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
BRINKER CAPITAL INC | 9 | 9 | 0.11% | 0.28% | 0.36% | Q2 2018 | Q2 2020 | 9 |
BERKSHIRE CAPITAL HOLDINGS INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 9 |
Ferris Capital, LLC | 4 | 1 | 0.02% | 0.10% | 0.18% | Q2 2018 | Q1 2022 | 9 |
Bellwether Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 9 |
Badgley Phelps Wealth Managers, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
ROCKLAND TRUST CO | 9 | 9 | 0.02% | 0.04% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Perpetual Ltd | 6 | 3 | 0.02% | 0.29% | 1.06% | Q2 2019 | Q3 2023 | 9 |
Accuvest Global Advisors | 5 | 4 | 0.02% | 0.16% | 0.28% | Q4 2018 | Q4 2021 | 9 |
Pearl River Capital, LLC | 5 | 1 | 0.14% | 0.39% | 0.96% | Q3 2020 | Q3 2023 | 9 |
Capital Financial Services, LLC | 9 | 9 | 0.41% | 0.48% | 0.55% | Q4 2020 | Q4 2022 | 9 |
Squar Milner Financial Services LLC | 9 | 9 | 0.17% | 0.23% | 0.30% | Q2 2018 | Q2 2020 | 9 |
Hudson Capital Management LLC | 9 | 9 | 0.39% | 1.15% | 1.82% | Q3 2021 | Q3 2023 | 9 |
Insight Folios Inc | 9 | 9 | 0.14% | 0.19% | 0.26% | Q3 2021 | Q3 2023 | 9 |
Opus Capital Group, LLC | 5 | 4 | 0.06% | 0.12% | 0.20% | Q2 2018 | Q3 2023 | 9 |
Summit Financial, LLC | 9 | 9 | 0.02% | 0.16% | 0.51% | Q3 2021 | Q3 2023 | 9 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 8 | 1 | 0.28% | 0.73% | 1.07% | Q4 2020 | Q1 2023 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 2.70% | 3.19% | 3.59% | Q3 2021 | Q3 2023 | 9 |
STONNINGTON GROUP, LLC | 9 | 9 | 1.35% | 1.73% | 2.15% | Q1 2021 | Q1 2023 | 9 |
CLOUGH CAPITAL PARTNERS L P | 4 | 1 | 0.33% | 1.14% | 2.97% | Q4 2018 | Q3 2023 | 9 |
Clear Harbor Asset Management, LLC | 9 | 9 | 0.01% | 0.06% | 0.08% | Q2 2020 | Q2 2022 | 9 |
Alera Investment Advisors, LLC | 7 | 2 | 0.02% | 0.09% | 0.13% | Q4 2018 | Q3 2023 | 9 |
Pinnacle Wealth Management Advisory Group, LLC | 9 | 9 | 0.05% | 0.33% | 0.73% | Q3 2021 | Q3 2023 | 9 |
V Wealth Advisors LLC | 5 | 4 | 0.06% | 0.09% | 0.12% | Q1 2019 | Q2 2022 | 9 |
Lenox Wealth Management, Inc. | 9 | 9 | 0.00% | 0.07% | 0.14% | Q2 2018 | Q2 2020 | 9 |
MBL Wealth, LLC | 7 | 2 | 0.10% | 0.13% | 0.16% | Q4 2020 | Q3 2023 | 9 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 9 | 9 | 0.02% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.11% | 0.20% | Q1 2022 | Q3 2023 | 9 |
Siemens Fonds Invest GmbH | 9 | 9 | 0.29% | 0.64% | 1.08% | Q3 2021 | Q3 2023 | 9 |
VisionPoint Advisory Group, LLC | 8 | 1 | 0.13% | 0.40% | 0.62% | Q1 2020 | Q3 2023 | 9 |
Claraphi Advisory Network, LLC | 6 | 3 | 0.00% | 0.17% | 0.27% | Q1 2020 | Q2 2022 | 9 |
Samalin Investment Counsel, LLC | 8 | 1 | 0.14% | 0.19% | 0.25% | Q4 2019 | Q3 2023 | 9 |
TCTC Holdings, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 9 |
Hotaling Investment Management, LLC | 9 | 9 | 0.14% | 0.23% | 0.71% | Q4 2020 | Q4 2022 | 9 |
Perpetual Investment Management Ltd | 9 | 9 | 0.15% | 0.33% | 1.01% | Q4 2020 | Q4 2022 | 9 |
Swedbank | 9 | 9 | 0.05% | 0.81% | 1.51% | Q2 2018 | Q2 2020 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.06% | 0.09% | 0.16% | Q3 2021 | Q3 2023 | 9 |
Resonant Capital Advisors, LLC | 8 | 1 | 0.04% | 0.07% | 0.13% | Q4 2019 | Q3 2023 | 9 |
GoalVest Advisory LLC | 8 | 1 | 0.00% | 0.38% | 0.62% | Q2 2021 | Q4 2023 | 9 |
TECTONIC ADVISORS LLC | 9 | 9 | 0.09% | 0.31% | 0.58% | Q3 2021 | Q3 2023 | 9 |
PIEDMONT INVESTMENT ADVISORS INC | 9 | 9 | 0.22% | 0.55% | 0.72% | Q1 2018 | Q1 2020 | 9 |
CONCENTRIC WEALTH MANAGEMENT, LLC | 9 | 9 | 0.31% | 0.73% | 1.11% | Q3 2021 | Q3 2023 | 9 |
GeoWealth Management, LLC | 9 | 9 | 0.00% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
COLLECTIVE FAMILY OFFICE LLC | 9 | 9 | 0.10% | 0.13% | 0.15% | Q4 2020 | Q4 2022 | 9 |
Robbins Farley | 6 | 1 | 1.66% | 2.80% | 3.67% | Q4 2020 | Q3 2023 | 9 |
Costello Asset Management, INC | 9 | 9 | 0.02% | 0.14% | 0.30% | Q2 2020 | Q2 2022 | 9 |
Golden State Equity Partners | 6 | 3 | 0.34% | 0.66% | 1.02% | Q4 2020 | Q3 2023 | 9 |
STRALEM & CO INC | 9 | 9 | 2.67% | 3.13% | 3.45% | Q2 2018 | Q2 2020 | 9 |
Bruderman Asset Management, LLC | 9 | 9 | 1.06% | 2.91% | 3.66% | Q2 2020 | Q2 2022 | 9 |
Geneva Partners, LLC | 5 | 1 | 0.28% | 1.38% | 3.76% | Q1 2019 | Q3 2023 | 9 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 9 | 9 | 0.34% | 0.46% | 0.64% | Q3 2021 | Q3 2023 | 9 |
Shepherd Financial Partners LLC | 9 | 9 | 0.13% | 0.23% | 0.33% | Q3 2021 | Q3 2023 | 9 |
MIRABELLA FINANCIAL SERVICES LLP | 3 | 1 | 0.03% | 0.21% | 0.97% | Q4 2019 | Q1 2023 | 9 |
TIEDEMANN ADVISORS, LLC | 6 | 3 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 9 |
SALEM CAPITAL MANAGEMENT INC | 9 | 9 | 0.36% | 0.61% | 0.85% | Q3 2020 | Q3 2022 | 9 |
WestEnd Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
BENJAMIN EDWARDS INC | 9 | 9 | 0.06% | 0.29% | 0.65% | Q3 2021 | Q3 2023 | 9 |
Weaver Consulting Group | 7 | 2 | 0.01% | 0.04% | 0.13% | Q1 2019 | Q3 2023 | 9 |
AdvisorShares Investments LLC | 4 | 1 | 0.07% | 0.29% | 0.46% | Q4 2019 | Q3 2023 | 9 |
Pentwater Capital Management LP | 5 | 1 | 0.27% | 0.81% | 1.88% | Q1 2018 | Q3 2023 | 9 |
Zhang Financial LLC | 9 | 9 | 0.07% | 0.13% | 0.19% | Q3 2021 | Q3 2023 | 9 |
TNF LLC | 9 | 9 | 0.11% | 0.14% | 0.17% | Q3 2021 | Q3 2023 | 9 |
Garde Capital, Inc. | 4 | 1 | 0.01% | 0.03% | 0.08% | Q1 2021 | Q3 2023 | 9 |
Boit C F David | 5 | 4 | 0.83% | 1.17% | 1.65% | Q2 2021 | Q3 2023 | 9 |
LGT Group Foundation | 8 | 8 | 0.10% | 2.16% | 2.52% | Q4 2021 | Q3 2023 | 9 |
Cannell & Co. | 9 | 9 | 0.02% | 1.48% | 2.00% | Q2 2018 | Q2 2020 | 9 |
Your Advocates Ltd., LLP | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
HARTFORD INVESTMENT MANAGEMENT CO | 9 | 9 | 0.50% | 0.70% | 0.96% | Q3 2021 | Q3 2023 | 9 |
PRW Wealth Management LLC | 4 | 1 | 0.08% | 0.15% | 0.32% | Q4 2018 | Q3 2023 | 9 |
CAXTON ASSOCIATES LP | 5 | 1 | 0.05% | 0.83% | 2.21% | Q4 2018 | Q3 2023 | 9 |
Five Oceans Advisors | 9 | 9 | 0.23% | 0.37% | 0.56% | Q3 2021 | Q3 2023 | 9 |
Barrett Asset Management, LLC | 8 | 1 | 0.01% | 0.08% | 0.13% | Q2 2018 | Q1 2022 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.06% | 0.08% | 0.10% | Q3 2021 | Q3 2023 | 9 |
Foresight Wealth Management, LLC | 9 | 9 | 0.02% | 0.16% | 0.22% | Q3 2020 | Q3 2022 | 9 |
Covenant Multifamily Offices, LLC | 5 | 4 | 0.11% | 0.26% | 0.38% | Q2 2019 | Q3 2021 | 9 |
Jump Financial, LLC | 9 | 9 | 0.03% | 0.12% | 0.26% | Q3 2020 | Q3 2022 | 9 |
Homrich & Berg | 8 | 1 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2021 | 9 |
CAHABA WEALTH MANAGEMENT, INC. | 9 | 9 | 0.06% | 0.08% | 0.10% | Q3 2021 | Q3 2023 | 9 |
Hamilton Capital, LLC | 8 | 1 | 0.01% | 0.03% | 0.08% | Q4 2020 | Q3 2023 | 9 |
Mork Capital Management, LLC | 9 | 9 | 0.70% | 0.91% | 1.24% | Q4 2018 | Q4 2020 | 9 |
Global Trust Asset Management, LLC | 5 | 4 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 9 |
WealthPLAN Partners, LLC | 5 | 1 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q4 2023 | 9 |
Quadrature Capital Ltd | 3 | 1 | 0.12% | 0.56% | 0.94% | Q2 2018 | Q3 2023 | 9 |
NinePointTwo Capital LLC | 5 | 4 | 0.07% | 0.10% | 0.14% | Q2 2021 | Q3 2023 | 9 |
STONERIDGE INVESTMENT PARTNERS LLC | 6 | 3 | 0.22% | 0.42% | 1.02% | Q2 2018 | Q3 2020 | 9 |
Summit Place Financial Advisors, LLC | 9 | 9 | 0.35% | 0.46% | 0.59% | Q3 2021 | Q3 2023 | 9 |
Virtu Financial LLC | 3 | 1 | 0.02% | 0.16% | 0.41% | Q2 2018 | Q3 2023 | 9 |
CARILLON TOWER ADVISERS, INC. | 9 | 9 | 0.02% | 0.06% | 0.21% | Q4 2018 | Q4 2020 | 9 |
Signature Wealth Management Group | 9 | 9 | 0.32% | 0.47% | 0.69% | Q2 2018 | Q2 2020 | 9 |
JB Capital LLC | 9 | 9 | 0.06% | 0.39% | 0.81% | Q3 2021 | Q3 2023 | 9 |
Otter Creek Advisors, LLC | 6 | 1 | 0.63% | 1.80% | 5.41% | Q2 2018 | Q3 2023 | 9 |
Savior LLC | 9 | 9 | 0.00% | 0.05% | 0.09% | Q4 2019 | Q4 2021 | 9 |
Farmers & Merchants Trust Co of Long Beach | 9 | 9 | 0.10% | 0.20% | 0.35% | Q3 2021 | Q3 2023 | 9 |
M Holdings Securities, Inc. | 6 | 1 | 0.05% | 0.07% | 0.10% | Q4 2018 | Q2 2023 | 9 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 1 | 0.04% | 0.56% | 1.83% | Q2 2018 | Q2 2023 | 9 |
NFJ INVESTMENT GROUP, LLC | 9 | 9 | 0.47% | 1.30% | 1.94% | Q1 2021 | Q1 2023 | 9 |
Gunderson Capital Management Inc. | 4 | 1 | 3.31% | 3.99% | 5.34% | Q1 2019 | Q4 2023 | 9 |
Stratos Investment Management, LLC | 9 | 9 | 0.08% | 0.15% | 0.36% | Q3 2021 | Q3 2023 | 9 |
BRADLEY FOSTER & SARGENT INC/CT | 9 | 9 | 0.14% | 0.21% | 0.28% | Q3 2021 | Q3 2023 | 9 |
Neo Ivy Capital Management | 6 | 1 | 0.03% | 0.42% | 0.81% | Q2 2019 | Q3 2022 | 9 |
Psagot Value Holdings Ltd. / (Israel) | 9 | 9 | 0.32% | 1.50% | 3.33% | Q3 2021 | Q3 2023 | 9 |
CEDAR CAPITAL, LLC | 9 | 9 | 0.16% | 0.20% | 0.26% | Q3 2018 | Q3 2020 | 9 |
Copperwynd Financial, LLC | 8 | 1 | 0.59% | 0.68% | 0.95% | Q2 2020 | Q2 2023 | 9 |
Advisor Resource Council | 8 | 1 | 0.07% | 0.25% | 0.42% | Q2 2021 | Q3 2023 | 9 |
Clear Perspective Advisors, LLC | 7 | 1 | 0.02% | 0.15% | 0.24% | Q2 2018 | Q4 2021 | 8 |
West Branch Capital LLC | 5 | 3 | 0.41% | 0.58% | 0.82% | Q4 2020 | Q3 2023 | 8 |
Yarbrough Capital, LLC | 8 | 8 | 1.01% | 1.21% | 1.49% | Q4 2021 | Q3 2023 | 8 |
Robertson Stephens Wealth Management, LLC | 8 | 8 | 0.02% | 0.06% | 0.11% | Q4 2021 | Q3 2023 | 8 |
VeraBank, N.A. | 8 | 8 | 0.12% | 0.13% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Arete Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.13% | 0.42% | Q4 2021 | Q3 2023 | 8 |
BBVA USA Bancshares, Inc. | 6 | 2 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q1 2021 | 8 |
FourThought Financial, LLC | 8 | 8 | 1.20% | 1.34% | 1.52% | Q4 2020 | Q3 2022 | 8 |
Wealth Management Solutions, LLC | 8 | 8 | 0.17% | 0.23% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Arabesque Asset Management Ltd | 7 | 1 | 0.16% | 1.04% | 1.81% | Q1 2019 | Q4 2022 | 8 |
C2C Wealth Management, LLC | 8 | 8 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Peninsula Wealth, LLC | 8 | 8 | 0.15% | 0.18% | 0.21% | Q4 2021 | Q3 2023 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.33% | 0.44% | 0.56% | Q4 2021 | Q3 2023 | 8 |
Synergy Financial Group, LTD | 8 | 8 | 0.44% | 0.62% | 0.97% | Q4 2021 | Q3 2023 | 8 |
Machina Capital S.A.S. | 3 | 1 | 0.15% | 0.93% | 1.87% | Q4 2019 | Q3 2023 | 8 |
KENFARB & CO. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Waypoint Capital Advisors, LLC | 8 | 8 | 0.10% | 0.16% | 0.25% | Q4 2021 | Q3 2023 | 8 |
WESTERN FINANCIAL Corp | 8 | 8 | 0.66% | 0.82% | 1.02% | Q4 2020 | Q3 2022 | 8 |
Isomer Partners LP | 5 | 5 | 0.13% | 5.34% | 11.31% | Q4 2018 | Q4 2019 | 8 |
Impax Asset Management Group plc | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
TUCKER ASSET MANAGEMENT LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 8 |
WBI INVESTMENTS, LLC | 4 | 1 | 0.22% | 0.65% | 1.64% | Q3 2018 | Q3 2023 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q1 2023 | 8 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
BlueCrest Capital Management Ltd | 5 | 1 | 0.02% | 0.17% | 0.56% | Q2 2018 | Q3 2021 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.16% | 0.22% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Hamilton Wealth, LLC | 8 | 8 | 0.09% | 0.13% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Quantinno Capital Management LP | 8 | 8 | 0.16% | 0.33% | 0.49% | Q4 2021 | Q3 2023 | 8 |
Canton Hathaway, LLC | 4 | 1 | 0.00% | 0.06% | 0.28% | Q3 2018 | Q2 2022 | 8 |
TIEMANN INVESTMENT ADVISORS, LLC | 8 | 8 | 0.12% | 0.20% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Bluefin Trading, LLC | 4 | 4 | 0.04% | 0.13% | 0.26% | Q2 2018 | Q2 2020 | 8 |
REGATTA CAPITAL GROUP, LLC | 8 | 8 | 0.58% | 0.66% | 0.80% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.15% | 0.18% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Bowman & Co S.C. | 8 | 8 | 0.68% | 1.37% | 1.66% | Q4 2021 | Q3 2023 | 8 |
Stiles Financial Services Inc | 8 | 8 | 0.13% | 0.20% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Manhattan West Asset Management, LLC | 8 | 8 | 0.14% | 0.25% | 0.43% | Q4 2021 | Q3 2023 | 8 |
Turim 21 Investimentos Ltda. | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Pensionmark Financial Group, LLC | 3 | 1 | 0.04% | 0.07% | 0.15% | Q4 2018 | Q3 2023 | 8 |
MKT Advisors LLC | 8 | 8 | 0.26% | 0.30% | 0.35% | Q4 2021 | Q3 2023 | 8 |
White Knight Strategic Wealth Advisors, LLC | 8 | 8 | 0.40% | 0.44% | 0.54% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 0.15% | 0.19% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Osborn Williams & Donohoe LLC | 8 | 8 | 0.25% | 0.31% | 0.40% | Q2 2018 | Q1 2020 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.25% | 0.30% | 0.37% | Q4 2021 | Q3 2023 | 8 |
SHELTON WEALTH MANAGEMENT, LLC | 8 | 8 | 0.37% | 0.48% | 0.56% | Q4 2021 | Q3 2023 | 8 |
China Universal Asset Management Co., Ltd. | 8 | 8 | 0.85% | 1.14% | 1.68% | Q4 2021 | Q3 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.46% | 0.59% | 0.72% | Q4 2021 | Q3 2023 | 8 |
Highview Capital Management LLC/DE/ | 8 | 8 | 0.60% | 0.92% | 1.22% | Q4 2021 | Q3 2023 | 8 |
Long Run Wealth Advisors, LLC | 8 | 8 | 0.33% | 0.43% | 0.54% | Q4 2021 | Q3 2023 | 8 |
Everhart Financial Group, Inc. | 8 | 8 | 0.22% | 0.31% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Masso Torrence Wealth Management Inc. | 8 | 8 | 1.18% | 1.48% | 1.81% | Q4 2021 | Q3 2023 | 8 |
Executive Wealth Management, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 8 |
WMG Financial Advisors, LLC | 8 | 8 | 0.19% | 0.25% | 0.35% | Q4 2021 | Q3 2023 | 8 |
HOWLAND CAPITAL MANAGEMENT LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.24% | 0.40% | 0.66% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.10% | 0.16% | 0.27% | Q4 2021 | Q3 2023 | 8 |
BetterWealth, LLC | 8 | 8 | 0.13% | 0.21% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.16% | 0.29% | 0.44% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Precision Wealth Strategies, LLC | 8 | 8 | 0.41% | 0.66% | 0.99% | Q4 2021 | Q3 2023 | 8 |
Alpha DNA Investment Management LLC | 3 | 2 | 0.04% | 0.70% | 1.15% | Q4 2020 | Q3 2023 | 8 |
JAG CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.02% | 1.05% | 2.41% | Q2 2019 | Q3 2023 | 8 |
Rainsberger Wealth Advisors, Inc. | 8 | 8 | 0.48% | 0.71% | 1.09% | Q4 2021 | Q3 2023 | 8 |
MRA Advisory Group | 8 | 8 | 0.16% | 0.23% | 0.33% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.37% | 0.48% | 0.65% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.06% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Venturi Wealth Management, LLC | 5 | 1 | 0.02% | 0.05% | 0.12% | Q1 2019 | Q3 2023 | 8 |
Resurgent Financial Advisors LLC | 8 | 8 | 0.18% | 0.32% | 0.75% | Q4 2021 | Q3 2023 | 8 |
VICUS CAPITAL | 8 | 8 | 0.02% | 0.04% | 0.09% | Q4 2021 | Q3 2023 | 8 |
IBERIABANK CORP | 8 | 8 | 0.27% | 0.33% | 0.40% | Q3 2018 | Q2 2020 | 8 |
Connectus Wealth, LLC | 8 | 8 | 0.06% | 0.09% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Mystic Asset Management, Inc. | 8 | 8 | 1.40% | 1.70% | 2.23% | Q4 2021 | Q3 2023 | 8 |
JMAC ENTERPRISES LLC | 8 | 8 | 0.24% | 0.54% | 0.86% | Q4 2021 | Q3 2023 | 8 |
Alterity Financial Group, LLC | 6 | 1 | 2.34% | 3.04% | 4.20% | Q1 2021 | Q3 2023 | 8 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 8 | 8 | 0.37% | 0.54% | 1.06% | Q4 2021 | Q3 2023 | 8 |
Alliance Wealth Advisors, LLC | 4 | 4 | 0.17% | 0.23% | 0.34% | Q4 2020 | Q3 2023 | 8 |
Cribstone Capital Management, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2022 | 8 |
DCM Advisors, LLC | 8 | 8 | 0.24% | 0.77% | 1.00% | Q4 2020 | Q3 2022 | 8 |
BOYS ARNOLD & CO INC | 8 | 8 | 0.07% | 0.07% | 0.08% | Q2 2018 | Q1 2020 | 8 |
COMMONS CAPITAL, LLC | 8 | 8 | 1.35% | 2.32% | 3.58% | Q4 2021 | Q3 2023 | 8 |
SYNTAX ADVISORS, LLC | 8 | 8 | 0.17% | 0.19% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Taylor & Morgan Wealth Management, LLC | 8 | 8 | 0.76% | 1.05% | 1.31% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.04% | 0.13% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Western Pacific Wealth Management, LP | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Comprehensive Financial Consultants Institutional, Inc. | 8 | 8 | 1.09% | 1.32% | 1.75% | Q4 2021 | Q3 2023 | 8 |
Confluence Wealth Services, Inc. | 8 | 8 | 0.39% | 0.61% | 0.78% | Q4 2021 | Q3 2023 | 8 |
Capitolis Advisors LLC | 8 | 8 | 0.37% | 2.61% | 5.12% | Q4 2020 | Q3 2022 | 8 |
Fermata Advisors, LLC | 6 | 1 | 0.06% | 0.15% | 0.22% | Q1 2021 | Q3 2023 | 8 |
Intersect Capital LLC | 8 | 8 | 0.29% | 0.51% | 0.77% | Q3 2020 | Q2 2022 | 8 |
Ignite Planners, LLC | 8 | 8 | 0.18% | 0.33% | 0.54% | Q4 2021 | Q3 2023 | 8 |
Xact Kapitalforvaltning AB | 8 | 8 | 0.43% | 0.49% | 0.57% | Q2 2018 | Q1 2020 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2022 | 8 |
Financial Avengers, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Prosperity Consulting Group, LLC | 8 | 8 | 0.55% | 0.65% | 0.80% | Q4 2021 | Q3 2023 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.11% | 0.31% | 0.54% | Q4 2021 | Q3 2023 | 8 |
Capital Advisors Wealth Management, LLC | 8 | 8 | 0.07% | 0.25% | 0.47% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.10% | 0.21% | 0.38% | Q4 2021 | Q3 2023 | 8 |
CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 8 | 8 | 2.15% | 2.65% | 3.10% | Q4 2021 | Q3 2023 | 8 |
West Wealth Group, LLC | 8 | 8 | 0.09% | 0.23% | 0.34% | Q4 2021 | Q3 2023 | 8 |
GUERRA PAN ADVISORS, LLC | 8 | 8 | 1.61% | 1.88% | 2.35% | Q4 2021 | Q3 2023 | 8 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 0.44% | 0.84% | 1.95% | Q4 2021 | Q3 2023 | 8 |
TCWP LLC | 8 | 8 | 0.24% | 0.59% | 1.85% | Q4 2021 | Q3 2023 | 8 |
Asset Management Resources, LLC | 8 | 8 | 0.29% | 0.43% | 0.64% | Q4 2021 | Q3 2023 | 8 |
Haverford Trust Co | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Sara-Bay Financial | 8 | 8 | 0.08% | 0.20% | 0.30% | Q4 2021 | Q3 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.81% | 1.05% | 1.28% | Q4 2021 | Q3 2023 | 8 |
Atlas Private Wealth Advisors | 6 | 2 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.16% | 0.56% | 0.90% | Q4 2021 | Q3 2023 | 8 |
Aaron Wealth Advisors LLC | 8 | 8 | 0.01% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.53% | 0.80% | 1.28% | Q4 2021 | Q3 2023 | 8 |
EFG Asset Management (North America) Corp. | 8 | 8 | 0.56% | 0.64% | 0.72% | Q4 2021 | Q3 2023 | 8 |
Vise Technologies, Inc. | 8 | 8 | 0.19% | 0.30% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Municipal Employees' Retirement System of Michigan | 7 | 1 | 0.04% | 0.14% | 0.33% | Q2 2018 | Q2 2020 | 8 |
Fortitude Advisory Group L.L.C. | 8 | 8 | 0.13% | 0.25% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Quantum Private Wealth, LLC | 8 | 8 | 1.06% | 1.36% | 1.83% | Q4 2021 | Q3 2023 | 8 |
GOULD ASSET MANAGEMENT LLC /CA/ | 8 | 8 | 0.10% | 0.13% | 0.18% | Q4 2021 | Q3 2023 | 8 |
CHICAGO TRUST Co NA | 8 | 8 | 0.06% | 0.18% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Weaver C. Barksdale & Associates, Inc. | 8 | 8 | 1.64% | 2.08% | 2.50% | Q4 2021 | Q3 2023 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.09% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 8 |
FMA ADVISORY INC | 7 | 1 | 0.22% | 0.56% | 0.75% | Q2 2018 | Q3 2021 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.17% | 0.21% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.05% | 0.16% | 0.43% | Q2 2018 | Q1 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Elgethun Capital Management | 8 | 8 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 8 |
Madison Asset Management, LLC | 6 | 2 | 0.00% | 0.03% | 0.17% | Q4 2019 | Q4 2022 | 8 |
Triasima Portfolio Management inc. | 8 | 8 | 0.02% | 0.10% | 0.14% | Q4 2020 | Q3 2022 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.24% | 0.31% | 0.40% | Q4 2021 | Q3 2023 | 8 |
ICICI Prudential Asset Management Co Ltd | 8 | 8 | 0.08% | 0.19% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Financial Advisors Network, Inc. | 4 | 1 | 0.06% | 0.15% | 0.24% | Q1 2019 | Q3 2023 | 8 |
Summit Global Investments | 7 | 1 | 0.08% | 0.29% | 0.56% | Q1 2018 | Q1 2023 | 8 |
WEST MICHIGAN ADVISORS, LLC | 8 | 8 | 0.23% | 0.64% | 1.12% | Q4 2021 | Q3 2023 | 8 |
MARINO, STRAM & ASSOCIATES LLC | 4 | 1 | 0.07% | 0.11% | 0.24% | Q2 2021 | Q3 2023 | 8 |
Avalon Global Asset Management LLC | 8 | 8 | 1.04% | 1.73% | 2.42% | Q2 2018 | Q1 2020 | 8 |
Industrial Alliance Investment Management Inc. | 8 | 8 | 0.36% | 1.38% | 2.18% | Q4 2021 | Q3 2023 | 8 |
South Shore Capital Advisors | 8 | 8 | 1.11% | 1.36% | 1.60% | Q4 2020 | Q3 2022 | 8 |
CSS LLC/IL | 3 | 2 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 8 |
GDS Wealth Management | 8 | 8 | 0.13% | 0.44% | 0.81% | Q4 2021 | Q3 2023 | 8 |
Synergy Asset Management, LLC | 4 | 1 | 0.46% | 1.37% | 2.42% | Q4 2020 | Q2 2023 | 8 |
ASB Consultores, LLC | 8 | 8 | 0.30% | 0.38% | 0.56% | Q4 2021 | Q3 2023 | 8 |
Emerald Advisors, LLC | 8 | 8 | 0.15% | 0.17% | 0.23% | Q4 2021 | Q3 2023 | 8 |
HighMark Wealth Management LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
CAPE COD FIVE CENTS SAVINGS BANK | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.08% | 0.18% | 0.33% | Q4 2021 | Q3 2023 | 8 |
TI-TRUST, INC | 8 | 8 | 0.56% | 0.72% | 0.95% | Q4 2021 | Q3 2023 | 8 |
Global Financial Private Capital, Inc | 7 | 1 | 0.00% | 0.05% | 0.19% | Q2 2018 | Q2 2020 | 8 |
Stokes Family Office, LLC | 8 | 8 | 0.03% | 0.07% | 0.16% | Q4 2021 | Q3 2023 | 8 |
GRIES FINANCIAL LLC | 5 | 1 | 0.06% | 0.08% | 0.12% | Q2 2021 | Q3 2023 | 8 |
Horizon Family Wealth, Inc. | 8 | 8 | 0.22% | 0.40% | 0.51% | Q4 2021 | Q3 2023 | 8 |
Investment Research & Advisory Group, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Gulf International Bank (UK) Ltd | 8 | 8 | 0.57% | 0.70% | 0.91% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.20% | 0.45% | 0.72% | Q4 2021 | Q3 2023 | 8 |
GOODWIN DANIEL L | 8 | 8 | 0.29% | 0.35% | 0.41% | Q1 2020 | Q4 2021 | 8 |
Sonora Investment Management Group, LLC | 8 | 8 | 0.25% | 0.66% | 1.14% | Q4 2021 | Q3 2023 | 8 |
DB Fitzpatrick & Co, Inc | 8 | 8 | 0.74% | 0.89% | 1.16% | Q4 2021 | Q3 2023 | 8 |
Apeiron RIA LLC | 8 | 8 | 0.10% | 0.27% | 0.68% | Q4 2021 | Q3 2023 | 8 |
EAGLE ROCK INVESTMENT COMPANY, LLC | 8 | 8 | 4.04% | 4.49% | 5.25% | Q4 2021 | Q3 2023 | 8 |
Rollins Financial | 8 | 8 | 0.06% | 0.10% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.10% | 0.17% | 0.26% | Q4 2021 | Q3 2023 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.04% | 0.05% | 0.09% | Q4 2021 | Q3 2023 | 8 |
GILL CAPITAL PARTNERS, LLC | 5 | 3 | 0.11% | 0.13% | 0.20% | Q4 2021 | Q4 2023 | 8 |
Secure Asset Management, LLC | 8 | 8 | 0.09% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.15% | 0.35% | 1.32% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Activest Wealth Management | 8 | 8 | 0.00% | 0.00% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Continuum Advisory, LLC | 8 | 8 | 0.06% | 0.10% | 0.16% | Q4 2021 | Q3 2023 | 8 |
SkyOak Wealth, LLC | 8 | 8 | 0.24% | 0.36% | 0.52% | Q4 2021 | Q3 2023 | 8 |
Carmel Capital Partners, LLC | 8 | 8 | 0.11% | 0.21% | 0.27% | Q4 2021 | Q3 2023 | 8 |
PYA Waltman Capital, LLC | 8 | 8 | 0.07% | 0.33% | 0.69% | Q4 2021 | Q3 2023 | 8 |
Quantitative Investment Management, LLC | 3 | 1 | 0.09% | 0.46% | 1.02% | Q2 2018 | Q3 2021 | 8 |
ARGUS INVESTORS' COUNSEL, INC. | 8 | 8 | 0.91% | 1.10% | 1.36% | Q4 2021 | Q3 2023 | 8 |
Merit Financial Group, LLC | 8 | 8 | 0.06% | 0.10% | 0.16% | Q4 2021 | Q3 2023 | 8 |
HOEY INVESTMENTS, INC | 7 | 1 | 0.01% | 0.18% | 0.38% | Q1 2021 | Q3 2023 | 8 |
Zullo Investment Group, Inc. | 8 | 8 | 0.20% | 0.26% | 0.33% | Q4 2021 | Q3 2023 | 8 |
OLD DOMINION CAPITAL MANAGEMENT INC | 8 | 8 | 0.17% | 0.35% | 0.43% | Q4 2019 | Q3 2021 | 8 |
Lifeworks Advisors, LLC | 8 | 8 | 0.56% | 0.71% | 0.87% | Q4 2021 | Q3 2023 | 8 |
Blueprint Investment Partners LLC | 4 | 4 | 0.13% | 0.24% | 0.41% | Q3 2021 | Q3 2023 | 8 |
New Millennium Group LLC | 8 | 8 | 1.49% | 1.92% | 2.74% | Q4 2021 | Q3 2023 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.06% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.01% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Stellar Capital Management, LLC | 8 | 8 | 0.69% | 1.32% | 1.64% | Q3 2018 | Q2 2020 | 8 |
GUYASUTA INVESTMENT ADVISORS INC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Green Alpha Advisors, LLC | 8 | 8 | 0.22% | 0.89% | 1.38% | Q1 2022 | Q4 2023 | 8 |
HBK INVESTMENTS L P | 3 | 1 | 0.00% | 0.09% | 0.54% | Q2 2018 | Q2 2023 | 8 |
DELTA FINANCIAL ADVISORS LLC | 8 | 8 | 0.16% | 0.20% | 0.28% | Q4 2021 | Q3 2023 | 8 |
DDD Partners, LLC | 8 | 8 | 1.64% | 2.38% | 3.25% | Q4 2021 | Q3 2023 | 8 |
Carmel Capital Management L.L.C. | 8 | 8 | 6.84% | 8.47% | 11.14% | Q4 2021 | Q3 2023 | 8 |
Delos Wealth Advisors, LLC | 8 | 8 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Cypress Capital Group | 8 | 8 | 0.03% | 0.18% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Red Cedar Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Sierra Capital LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.10% | 0.12% | 0.16% | Q4 2021 | Q3 2023 | 8 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 8 | 8 | 0.28% | 0.42% | 0.56% | Q4 2021 | Q3 2023 | 8 |
Estabrook Capital Management | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Wealthstreet Investment Advisors, LLC | 8 | 8 | 0.03% | 0.13% | 0.32% | Q2 2020 | Q1 2022 | 8 |
OneAscent Financial Services LLC | 5 | 3 | 0.06% | 0.24% | 0.66% | Q3 2021 | Q3 2023 | 8 |
WINTRUST INVESTMENTS LLC | 3 | 2 | 0.05% | 0.16% | 0.46% | Q2 2020 | Q3 2023 | 8 |
Peterson Wealth Services | 8 | 8 | 1.93% | 2.44% | 4.44% | Q4 2021 | Q3 2023 | 8 |
Poehling Capital Management, INC. | 6 | 2 | 0.07% | 0.08% | 0.10% | Q1 2021 | Q1 2023 | 8 |
Tuscan Ridge Asset Management LLC | 4 | 4 | 0.05% | 0.32% | 0.72% | Q4 2018 | Q3 2019 | 8 |
PSI Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.03% | 0.05% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Bangor Savings Bank | 6 | 2 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 8 |
Spinnaker Investment Group, LLC | 8 | 8 | 0.53% | 0.69% | 0.90% | Q4 2021 | Q3 2023 | 8 |
CNB Bank | 3 | 2 | 0.00% | 0.04% | 0.15% | Q4 2018 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.53% | 0.69% | 0.97% | Q4 2021 | Q3 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
KRS Capital Management, LLC | 8 | 8 | 0.31% | 0.52% | 0.96% | Q4 2021 | Q3 2023 | 8 |
SAGE PRIVATE WEALTH GROUP, LLC | 8 | 8 | 0.06% | 0.14% | 0.40% | Q4 2020 | Q3 2022 | 8 |
Versant Capital Management, Inc | 5 | 1 | 0.03% | 0.05% | 0.08% | Q3 2018 | Q4 2023 | 8 |
JOURNEY STRATEGIC WEALTH LLC | 8 | 8 | 0.02% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Castleview Partners, LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.10% | 0.15% | 0.28% | Q3 2021 | Q2 2023 | 8 |
Mn Services Vermogensbeheer B.V. | 5 | 2 | 0.23% | 0.68% | 1.62% | Q2 2018 | Q3 2023 | 7 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 5 | 1 | 0.04% | 0.09% | 0.16% | Q3 2006 | Q4 2019 | 7 |
Trexquant Investment LP | 3 | 1 | 0.09% | 0.35% | 0.80% | Q3 2019 | Q1 2023 | 7 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 7 | 7 | 0.04% | 0.05% | 0.09% | Q2 2018 | Q4 2019 | 7 |
Lombard Odier Asset Management (Europe) Ltd | 6 | 1 | 0.07% | 0.09% | 0.13% | Q4 2018 | Q3 2020 | 7 |
BAMCO INC /NY/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Financial Enhancement Group LLC | 7 | 7 | 0.74% | 1.17% | 1.51% | Q1 2022 | Q3 2023 | 7 |
Moisand Fitzgerald Tamayo, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 7 |
WEALTH EFFECTS LLC | 5 | 2 | 0.15% | 0.20% | 0.26% | Q4 2021 | Q3 2023 | 7 |
Sciencast Management LP | 2 | 1 | 0.21% | 0.51% | 0.92% | Q2 2018 | Q1 2021 | 7 |
First PREMIER Bank | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 7 |
20/20 Capital Management, Inc. | 7 | 7 | 0.21% | 0.23% | 0.24% | Q4 2019 | Q2 2021 | 7 |
MARSHALL WACE ASIA Ltd | 5 | 1 | 0.12% | 0.55% | 0.89% | Q1 2018 | Q2 2021 | 7 |
OAKBROOK INVESTMENTS LLC | 7 | 7 | 0.22% | 0.27% | 0.36% | Q2 2018 | Q4 2019 | 7 |
Highlander Capital Management, LLC | 7 | 7 | 0.03% | 0.23% | 0.43% | Q1 2022 | Q3 2023 | 7 |
Schneider Downs Wealth Management Advisors, LP | 7 | 7 | 0.07% | 0.09% | 0.10% | Q1 2021 | Q3 2022 | 7 |
CADENCE BANK NA | 7 | 7 | 0.08% | 0.10% | 0.14% | Q4 2020 | Q2 2022 | 7 |
Baker Chad R | 7 | 7 | 1.65% | 1.86% | 2.01% | Q2 2018 | Q4 2019 | 7 |
Brookmont Capital Management | 6 | 1 | 0.11% | 0.21% | 0.28% | Q3 2018 | Q4 2021 | 7 |
SFMG, LLC | 7 | 7 | 0.03% | 0.07% | 0.12% | Q1 2022 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
O'Shares Investment Advisers, LLC | 7 | 7 | 0.06% | 0.07% | 0.11% | Q3 2020 | Q1 2022 | 7 |
Enlightenment Research, LLC | 2 | 1 | 0.26% | 0.86% | 1.25% | Q2 2019 | Q3 2022 | 7 |
GREENWOOD GEARHART INC | 4 | 3 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 7 |
Almanack Investment Partners, LLC. | 7 | 7 | 0.01% | 0.05% | 0.07% | Q1 2021 | Q3 2022 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.05% | 0.07% | 0.09% | Q2 2018 | Q4 2019 | 7 |
Strategic Wealth Partners Group, LLC | 5 | 2 | 0.20% | 0.24% | 0.32% | Q1 2020 | Q4 2021 | 7 |
NatWest Group plc | 7 | 7 | 2.54% | 2.97% | 3.33% | Q1 2022 | Q3 2023 | 7 |
JOYN Advisors, Inc. | 7 | 7 | 0.03% | 0.05% | 0.06% | Q2 2018 | Q4 2019 | 7 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 7 | 7 | 0.82% | 1.05% | 1.36% | Q1 2022 | Q3 2023 | 7 |
Highstreet Asset Management Inc. | 7 | 7 | 0.06% | 0.12% | 0.18% | Q2 2018 | Q4 2019 | 7 |
ArchPoint Investors | 6 | 1 | 0.07% | 0.24% | 0.39% | Q4 2019 | Q3 2021 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.55% | 0.74% | 1.00% | Q1 2022 | Q3 2023 | 7 |
PIN OAK INVESTMENT ADVISORS INC | 4 | 3 | 0.00% | 0.06% | 0.17% | Q2 2019 | Q3 2023 | 7 |
Perennial Advisors, LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q2 2021 | 7 |
DHJJ Financial Advisors, Ltd. | 4 | 3 | 0.10% | 0.14% | 0.17% | Q3 2021 | Q3 2023 | 7 |
Fortis Advisors, LLC | 7 | 7 | 0.00% | 0.08% | 0.12% | Q3 2018 | Q1 2020 | 7 |
Kercheville Advisors, LLC | 6 | 1 | 0.15% | 0.17% | 0.20% | Q4 2020 | Q2 2023 | 7 |
WAYCROSS PARTNERS, LLC | 7 | 7 | 0.65% | 0.77% | 1.03% | Q4 2020 | Q2 2022 | 7 |
HRT FINANCIAL LP | 2 | 1 | 0.07% | 0.93% | 1.74% | Q2 2018 | Q3 2023 | 7 |
CAMG Solamere Management, LLC | 7 | 7 | 0.56% | 1.25% | 1.70% | Q1 2020 | Q3 2021 | 7 |
Virtus ETF Advisers LLC | 6 | 1 | 0.03% | 0.37% | 0.63% | Q2 2018 | Q3 2023 | 7 |
TFO Wealth Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 7 |
BREAKLINE CAPITAL LLC | 3 | 1 | 2.86% | 4.86% | 8.36% | Q2 2018 | Q4 2022 | 7 |
Fiduciary Trust Co International of Pennsylvania | 7 | 7 | 0.20% | 0.35% | 0.54% | Q3 2018 | Q1 2020 | 7 |
CASTLEARK MANAGEMENT LLC | 7 | 7 | 0.09% | 0.68% | 1.37% | Q2 2019 | Q4 2020 | 7 |
Stamos Capital Partners, L.P. | 7 | 7 | 0.15% | 0.57% | 0.85% | Q1 2022 | Q3 2023 | 7 |
Parkside Investments, LLC | 5 | 2 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 7 |
Taika Capital, LP | 7 | 7 | 0.88% | 1.62% | 2.04% | Q1 2022 | Q3 2023 | 7 |
STOCK YARDS BANK & TRUST CO | 7 | 7 | 0.01% | 0.43% | 0.96% | Q1 2022 | Q3 2023 | 7 |
Capital Markets Trading UK LLP | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 7 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 2 | 0.01% | 0.19% | 0.33% | Q2 2018 | Q1 2021 | 7 |
TRUEWEALTH LLC | 4 | 3 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2020 | 7 |
ARROW FINANCIAL CORP | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 7 |
Joel Isaacson & Co., LLC | 6 | 1 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q1 2023 | 7 |
EDGAR LOMAX CO/VA | 7 | 7 | 0.44% | 0.62% | 0.91% | Q1 2022 | Q3 2023 | 7 |
MHI Funds, LLC | 7 | 7 | 2.27% | 3.06% | 3.64% | Q3 2018 | Q1 2020 | 7 |
Byrne Asset Management LLC | 7 | 7 | 0.10% | 0.16% | 0.19% | Q4 2021 | Q2 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.41% | 0.46% | 0.49% | Q1 2022 | Q3 2023 | 7 |
Bienville Capital Management, LLC | 5 | 2 | 0.02% | 0.10% | 0.41% | Q2 2018 | Q4 2020 | 7 |
CLEARARC CAPITAL INC | 7 | 7 | 0.39% | 0.48% | 0.54% | Q2 2018 | Q4 2019 | 7 |
Howard Capital Management Inc. | 4 | 3 | 0.17% | 0.38% | 0.78% | Q1 2019 | Q3 2023 | 7 |
SAMLYN CAPITAL, LLC | 5 | 5 | 0.00% | 1.01% | 1.74% | Q2 2018 | Q2 2019 | 7 |
CenterBook Partners LP | 6 | 1 | 0.12% | 0.40% | 0.85% | Q4 2021 | Q3 2023 | 7 |
DUALITY ADVISERS, LP | 4 | 1 | 0.07% | 0.23% | 0.60% | Q3 2020 | Q2 2023 | 7 |
FORA Capital, LLC | 3 | 1 | 0.19% | 0.74% | 1.72% | Q2 2020 | Q3 2023 | 7 |
O'Dell Group, LLC | 5 | 2 | 0.01% | 0.03% | 0.09% | Q3 2021 | Q3 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
JGP Wealth Management, LLC | 5 | 2 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q3 2023 | 7 |
Bank of New Hampshire | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Trail Ridge Investment Advisors, LLC | 7 | 7 | 0.22% | 0.27% | 0.32% | Q1 2022 | Q3 2023 | 7 |
AMF Tjanstepension AB | 7 | 7 | 0.03% | 0.47% | 1.10% | Q1 2022 | Q3 2023 | 7 |
Financial & Tax Architects, LLC | 7 | 7 | 0.17% | 0.22% | 0.34% | Q1 2022 | Q3 2023 | 7 |
Arlington Partners LLC | 7 | 7 | 0.02% | 0.05% | 0.16% | Q4 2021 | Q2 2023 | 7 |
SEVEN EIGHT CAPITAL, LP | 3 | 1 | 0.04% | 0.34% | 0.74% | Q3 2018 | Q1 2023 | 7 |
Sullivan, Bruyette, Speros & Blaney, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q1 2021 | 7 |
Global Strategic Investment Solutions, LLC | 3 | 1 | 0.01% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 7 |
Strategic Investment Advisors / MI | 7 | 7 | 0.16% | 0.36% | 0.80% | Q1 2022 | Q3 2023 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 5 | 2 | 0.01% | 0.04% | 0.09% | Q4 2021 | Q3 2023 | 7 |
Valmark Advisers, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 7 | 7 | 0.36% | 0.67% | 1.78% | Q2 2018 | Q4 2019 | 7 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 6 | 1 | 0.02% | 0.07% | 0.10% | Q3 2019 | Q3 2022 | 7 |
Clarity Wealth Advisors, LLC | 3 | 1 | 0.11% | 0.15% | 0.24% | Q4 2019 | Q3 2023 | 7 |
Magnetar Financial LLC | 3 | 1 | 0.00% | 0.01% | 0.06% | Q2 2018 | Q4 2021 | 7 |
Integre Asset Management, LLC | 7 | 7 | 1.28% | 1.92% | 3.45% | Q2 2018 | Q4 2019 | 7 |
Matrix Trust Co | 7 | 7 | 0.11% | 0.40% | 0.67% | Q1 2022 | Q3 2023 | 7 |
Stonehage Fleming Financial Services Holdings Ltd | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q4 2019 | 7 |
IMS Capital Management | 5 | 2 | 0.28% | 0.46% | 0.62% | Q1 2021 | Q3 2023 | 7 |
TCF National Bank | 7 | 7 | 0.63% | 0.73% | 0.89% | Q3 2019 | Q1 2021 | 7 |
Belmont Capital, LLC | 5 | 2 | 0.00% | 0.03% | 0.20% | Q4 2019 | Q3 2023 | 7 |
PFG Private Wealth Management, LLC | 7 | 7 | 0.04% | 0.06% | 0.09% | Q1 2022 | Q3 2023 | 7 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.08% | 0.11% | 0.18% | Q1 2022 | Q3 2023 | 7 |
Graham Capital Management, L.P. | 3 | 1 | 0.01% | 0.26% | 0.76% | Q2 2018 | Q3 2023 | 7 |
1776 Wealth LLC | 3 | 2 | 0.09% | 0.13% | 0.20% | Q4 2019 | Q3 2023 | 7 |
DSC Advisors, L.P. | 7 | 7 | 0.14% | 0.25% | 0.50% | Q1 2021 | Q3 2022 | 7 |
RETIREMENT GUYS FORMULA LLC | 7 | 7 | 0.26% | 0.45% | 0.60% | Q1 2022 | Q3 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.51% | 0.64% | 0.87% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Disciplined Investments, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Berger Financial Group, Inc | 7 | 7 | 0.04% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.04% | 0.08% | Q1 2022 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.50% | 0.69% | 0.84% | Q1 2021 | Q4 2022 | 7 |
Harvest Investment Services, LLC | 5 | 1 | 0.16% | 0.27% | 0.53% | Q1 2019 | Q3 2023 | 7 |
GraniteShares Advisors LLC | 7 | 7 | 0.52% | 0.64% | 0.86% | Q4 2021 | Q2 2023 | 7 |
FORTE CAPITAL LLC /ADV | 6 | 1 | 0.21% | 0.25% | 0.29% | Q4 2021 | Q3 2023 | 7 |
CGN Advisors LLC | 7 | 7 | 0.25% | 0.40% | 0.52% | Q2 2022 | Q4 2023 | 7 |
OAK HARBOR WEALTH PARTNERS, LLC | 4 | 3 | 0.17% | 0.39% | 0.54% | Q4 2021 | Q3 2023 | 7 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.09% | 0.15% | 0.26% | Q4 2021 | Q3 2023 | 7 |
Baader Bank Aktiengesellschaft | 4 | 3 | 0.04% | 0.36% | 1.13% | Q4 2021 | Q3 2023 | 7 |
Kolinsky Wealth Management, LLC | 4 | 3 | 0.24% | 0.30% | 0.40% | Q4 2021 | Q3 2023 | 7 |
Caldwell Investment Management Ltd. | 4 | 3 | 0.41% | 1.31% | 2.42% | Q4 2021 | Q3 2023 | 7 |
SAXON INTERESTS, INC. | 7 | 7 | 0.34% | 0.61% | 1.88% | Q1 2022 | Q3 2023 | 7 |
Modera Wealth Management, LLC | 7 | 7 | 0.02% | 0.26% | 0.88% | Q1 2022 | Q3 2023 | 7 |
Quantitative Systematic Strategies LLC | 6 | 1 | 0.04% | 0.19% | 0.33% | Q2 2018 | Q3 2020 | 7 |
Renaissance Technologies | 2 | 1 | 0.01% | 0.09% | 0.37% | Q1 2019 | Q3 2022 | 7 |
PICTON MAHONEY ASSET MANAGEMENT | 7 | 7 | 0.19% | 0.34% | 0.58% | Q1 2022 | Q3 2023 | 7 |
NIXON PEABODY TRUST CO | 4 | 3 | 0.11% | 0.18% | 0.28% | Q4 2021 | Q3 2023 | 7 |
BAROMETER CAPITAL MANAGEMENT INC. | 4 | 3 | 0.10% | 2.09% | 4.00% | Q3 2021 | Q3 2023 | 7 |
Waverly Advisors, LLC | 4 | 1 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 7 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 1 | 0.01% | 0.14% | 0.44% | Q2 2018 | Q3 2023 | 7 |
Nicholas Investment Partners, LP | 6 | 6 | 0.06% | 0.49% | 0.75% | Q2 2022 | Q3 2023 | 6 |
SMITH SHELLNUT WILSON LLC /ADV | 4 | 2 | 0.13% | 0.16% | 0.20% | Q4 2021 | Q3 2023 | 6 |
Beck Bode, LLC | 6 | 6 | 0.07% | 0.61% | 0.98% | Q2 2022 | Q3 2023 | 6 |
Wealth Quarterback LLC | 4 | 2 | 0.04% | 0.17% | 0.30% | Q4 2019 | Q3 2021 | 6 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.08% | 0.13% | 0.18% | Q2 2018 | Q3 2019 | 6 |
Gyon Technologies Capital Management, LP | 5 | 1 | 0.19% | 0.65% | 1.06% | Q4 2020 | Q4 2022 | 6 |
Moloney Securities Asset Management, LLC | 4 | 2 | 0.05% | 0.08% | 0.14% | Q4 2021 | Q3 2023 | 6 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 6 | 6 | 0.08% | 0.25% | 0.48% | Q2 2018 | Q3 2019 | 6 |
RENAISSANCE GROUP LLC | 6 | 6 | 1.11% | 1.31% | 1.48% | Q2 2022 | Q3 2023 | 6 |
Riggs Asset Managment Co. Inc. | 6 | 6 | 0.65% | 1.74% | 2.52% | Q2 2022 | Q3 2023 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.78% | 1.30% | 1.65% | Q2 2022 | Q3 2023 | 6 |
SYCOMORE ASSET MANAGEMENT | 3 | 1 | 0.39% | 1.00% | 1.73% | Q3 2020 | Q3 2023 | 6 |
FSM Wealth Advisors, LLC | 6 | 6 | 0.40% | 0.49% | 0.63% | Q2 2022 | Q3 2023 | 6 |
Tairen Capital Ltd | 2 | 1 | 0.04% | 2.22% | 7.03% | Q1 2019 | Q2 2023 | 6 |
Soltis Investment Advisors LLC | 6 | 6 | 0.05% | 0.29% | 0.40% | Q2 2022 | Q3 2023 | 6 |
Smith Anglin Financial, LLC | 4 | 2 | 0.04% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 6 |
Columbus Macro, LLC | 6 | 6 | 0.12% | 0.23% | 0.42% | Q2 2022 | Q3 2023 | 6 |
BOSTON ADVISORS LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2019 | 6 |
Naviter Wealth, LLC | 6 | 6 | 0.40% | 0.44% | 0.56% | Q2 2022 | Q3 2023 | 6 |
Freemont Management S.A. | 3 | 3 | 0.01% | 0.83% | 1.74% | Q4 2020 | Q3 2023 | 6 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 6 | 6 | 0.04% | 0.19% | 0.33% | Q1 2021 | Q2 2022 | 6 |
PrairieView Partners, LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.37% | 0.47% | 0.57% | Q2 2022 | Q3 2023 | 6 |
Strategic Wealth Investment Group, LLC | 4 | 2 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 6 |
Midwest Wealth Management Inc. | 6 | 6 | 1.90% | 2.13% | 2.41% | Q4 2020 | Q1 2022 | 6 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 3 | 3 | 0.00% | 0.19% | 0.49% | Q3 2021 | Q3 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Kowal Investment Group, LLC | 5 | 1 | 0.03% | 0.12% | 0.16% | Q3 2021 | Q3 2023 | 6 |
Red Wave Investments LLC | 4 | 2 | 0.08% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 6 |
Clearstead Trust, LLC | 5 | 1 | 0.01% | 0.11% | 0.54% | Q2 2018 | Q3 2023 | 6 |
SUNTRUST BANKS INC | 6 | 6 | 0.10% | 0.14% | 0.18% | Q2 2018 | Q3 2019 | 6 |
Gemsstock Ltd. | 6 | 6 | 8.94% | 11.29% | 14.03% | Q4 2020 | Q1 2022 | 6 |
Royal Harbor Partners, LLC | 6 | 6 | 0.71% | 0.82% | 0.93% | Q1 2020 | Q2 2021 | 6 |
COTTONWOOD CAPITAL ADVISORS, LLC | 4 | 2 | 0.20% | 0.22% | 0.28% | Q4 2021 | Q3 2023 | 6 |
FIRST INTERSTATE BANK | 6 | 6 | 0.01% | 0.03% | 0.04% | Q3 2018 | Q4 2019 | 6 |
Gs Investments, Inc. | 6 | 6 | 0.16% | 0.21% | 0.26% | Q2 2022 | Q3 2023 | 6 |
1620 INVESTMENT ADVISORS, INC. | 3 | 3 | 0.44% | 0.67% | 0.99% | Q4 2021 | Q3 2023 | 6 |
Great Lakes Retirement, Inc. | 4 | 2 | 0.27% | 0.32% | 0.36% | Q4 2019 | Q3 2023 | 6 |
COBIZ WEALTH, LLC | 6 | 6 | 1.23% | 1.39% | 1.55% | Q1 2018 | Q2 2019 | 6 |
Single Point Partners, LLC | 6 | 6 | 0.07% | 0.18% | 0.67% | Q1 2022 | Q2 2023 | 6 |
ROMAN BUTLER FULLERTON & CO | 3 | 1 | 0.10% | 0.21% | 0.45% | Q4 2018 | Q3 2023 | 6 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.18% | 0.38% | 0.76% | Q4 2019 | Q3 2021 | 6 |
Alyeska Investment Group, L.P. | 3 | 3 | 0.02% | 0.69% | 1.51% | Q2 2018 | Q4 2019 | 6 |
Sabal Trust CO | 3 | 1 | 0.01% | 0.31% | 1.72% | Q4 2019 | Q3 2023 | 6 |
Beacon Financial Advisory LLC | 4 | 2 | 0.10% | 0.14% | 0.18% | Q4 2021 | Q3 2023 | 6 |
Trellis Advisors, LLC | 4 | 2 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 6 |
READYSTATE ASSET MANAGEMENT LP | 3 | 3 | 0.15% | 0.35% | 0.65% | Q1 2023 | Q3 2023 | 6 |
MACRO Consulting Group | 6 | 6 | 0.39% | 0.43% | 0.47% | Q1 2020 | Q2 2021 | 6 |
MOORE CAPITAL MANAGEMENT, LP | 3 | 1 | 0.04% | 0.22% | 0.65% | Q2 2018 | Q3 2023 | 6 |
Cypress Capital Management LLC (WY) | 5 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q4 2021 | 6 |
Coastline Trust Co | 5 | 1 | 0.04% | 0.09% | 0.20% | Q2 2018 | Q3 2023 | 6 |
DAVIDSON TRUST CO | 3 | 3 | 0.16% | 0.24% | 0.36% | Q3 2021 | Q3 2023 | 6 |
CALIBER WEALTH MANAGEMENT, LLC | 6 | 6 | 1.19% | 1.58% | 1.88% | Q2 2022 | Q3 2023 | 6 |
Scissortail Wealth Management, LLC | 5 | 1 | 1.29% | 2.41% | 3.31% | Q1 2022 | Q3 2023 | 6 |
QCI ASSET MANAGEMENT INC/NY | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2021 | 6 |
Delphia (USA) Inc. | 6 | 6 | 0.25% | 0.34% | 0.42% | Q4 2021 | Q1 2023 | 6 |
Marquette Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 6 |
Sugarloaf Wealth Management, LLC | 6 | 6 | 0.01% | 0.33% | 0.74% | Q2 2022 | Q3 2023 | 6 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.02% | 0.04% | 0.08% | Q2 2018 | Q3 2022 | 6 |
Schubert & Co | 6 | 6 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q1 2023 | 6 |
Hoese & Co LLP | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 6 |
SECOR Capital Advisors, LP | 3 | 3 | 0.04% | 0.11% | 0.15% | Q3 2018 | Q1 2019 | 6 |
CAPITAL GUARDIAN TRUST CO | 6 | 6 | 1.19% | 1.60% | 2.23% | Q1 2018 | Q2 2019 | 6 |
Robeco Schweiz AG | 6 | 6 | 0.03% | 0.06% | 0.09% | Q2 2022 | Q3 2023 | 6 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2018 | Q3 2019 | 6 |
ELEMENT CAPITAL MANAGEMENT LLC | 4 | 1 | 0.01% | 1.01% | 3.37% | Q2 2018 | Q2 2020 | 6 |
Price Wealth, LLC | 3 | 1 | 0.00% | 0.02% | 0.07% | Q2 2018 | Q3 2020 | 6 |
Vontobel Swiss Wealth Advisors AG | 6 | 6 | 3.53% | 3.96% | 4.98% | Q1 2020 | Q2 2021 | 6 |
SYMPHONY ASSET MANAGEMENT LLC | 6 | 6 | 0.15% | 0.25% | 0.43% | Q3 2018 | Q4 2019 | 6 |
Trek Financial, LLC | 3 | 3 | 0.04% | 0.09% | 0.15% | Q1 2022 | Q3 2023 | 6 |
F/M Investments LLC | 4 | 2 | 0.38% | 1.79% | 2.54% | Q4 2020 | Q3 2023 | 6 |
Glassy Mountain Advisors, Inc. | 3 | 1 | 1.86% | 2.28% | 2.81% | Q4 2021 | Q3 2023 | 6 |
Czech National Bank | 6 | 6 | 0.60% | 0.87% | 1.22% | Q3 2022 | Q4 2023 | 6 |
HUSSMAN STRATEGIC ADVISORS, INC. | 5 | 1 | 0.07% | 0.38% | 0.71% | Q3 2019 | Q3 2023 | 6 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5 | 1 | 0.01% | 0.16% | 0.24% | Q4 2021 | Q3 2023 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.04% | 0.05% | 0.06% | Q3 2018 | Q4 2019 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Berkshire Bank | 4 | 2 | 0.06% | 0.09% | 0.12% | Q4 2021 | Q3 2023 | 6 |
JEPPSON WEALTH MANAGEMENT, LLC | 5 | 1 | 0.02% | 0.29% | 0.45% | Q3 2020 | Q3 2023 | 6 |
Core Wealth Advisors, Inc. | 4 | 1 | 0.00% | 0.10% | 0.52% | Q4 2019 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.21% | 0.25% | 0.27% | Q4 2020 | Q1 2022 | 6 |
MITCHELL SINKLER & STARR/PA | 4 | 2 | 0.07% | 0.11% | 0.22% | Q4 2021 | Q3 2023 | 6 |
Burleson & Company, LLC | 4 | 2 | 0.00% | 0.04% | 0.21% | Q1 2021 | Q4 2022 | 6 |
Malaga Cove Capital, LLC | 6 | 6 | 0.13% | 0.21% | 0.27% | Q2 2022 | Q3 2023 | 6 |
Hiddenite Capital Partners LP | 6 | 6 | 1.76% | 2.97% | 4.75% | Q2 2022 | Q3 2023 | 6 |
MILES CAPITAL, INC. | 6 | 6 | 0.34% | 0.80% | 1.03% | Q4 2018 | Q1 2020 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.86% | 1.10% | 1.30% | Q2 2022 | Q3 2023 | 6 |
Campbell & CO Investment Adviser LLC | 3 | 1 | 0.06% | 0.15% | 0.27% | Q2 2021 | Q3 2023 | 6 |
CFS Investment Advisory Services, LLC | 5 | 1 | 0.00% | 0.24% | 0.38% | Q1 2022 | Q3 2023 | 6 |
First National Bank of Mount Dora, Trust Investment Services | 6 | 6 | 0.45% | 1.09% | 1.78% | Q3 2022 | Q4 2023 | 6 |
FARALLON CAPITAL MANAGEMENT LLC | 6 | 6 | 1.24% | 1.49% | 1.64% | Q4 2020 | Q1 2022 | 6 |
Albar Capital Ltd | 3 | 1 | 0.20% | 1.51% | 5.13% | Q2 2021 | Q3 2023 | 6 |
DERBY & COMPANY, INC | 6 | 6 | 0.10% | 0.11% | 0.12% | Q2 2020 | Q3 2021 | 6 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.40% | 0.84% | Q1 2019 | Q2 2023 | 6 |
BNC WEALTH MANAGEMENT, LLC | 5 | 1 | 0.02% | 0.42% | 0.71% | Q3 2020 | Q4 2022 | 6 |
Abacus Planning Group, Inc. | 4 | 2 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 6 |
Cornerstone Advisors, LLC | 5 | 1 | 0.16% | 0.49% | 0.83% | Q4 2019 | Q3 2023 | 6 |
STRATEGIC WEALTH MANAGEMENT INC | 6 | 6 | 1.17% | 1.35% | 1.73% | Q3 2020 | Q4 2021 | 6 |
Wealth Dimensions Group, Ltd. | 4 | 2 | 0.09% | 0.11% | 0.13% | Q4 2021 | Q3 2023 | 6 |
WEST BANCORPORATION INC | 4 | 2 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2022 | 6 |
JT Stratford LLC | 6 | 6 | 0.10% | 0.25% | 0.38% | Q2 2022 | Q3 2023 | 6 |
Lansing Street Advisors | 6 | 6 | 0.04% | 0.05% | 0.08% | Q1 2022 | Q2 2023 | 6 |
Seneca House Advisors | 6 | 6 | 0.24% | 0.30% | 0.36% | Q1 2021 | Q2 2022 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.00% | 0.02% | 0.07% | Q1 2022 | Q2 2023 | 6 |
Brookfield Asset Management | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 6 |
OAK ASSOCIATES LTD /OH/ | 6 | 6 | 1.14% | 1.44% | 1.62% | Q2 2021 | Q3 2022 | 6 |
SPC Financial, Inc. | 3 | 3 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 6 |
TIVERTON ASSET MANAGEMENT LLC | 6 | 6 | 0.09% | 0.17% | 0.22% | Q2 2018 | Q3 2019 | 6 |
CIBC BANK USA | 4 | 2 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q4 2019 | 6 |
Neuburgh Advisers LLC | 6 | 6 | 0.11% | 0.32% | 0.58% | Q2 2018 | Q3 2019 | 6 |
LIGHT STREET CAPITAL MANAGEMENT, LLC | 5 | 1 | 1.63% | 2.80% | 5.09% | Q1 2020 | Q3 2023 | 6 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 1 | 0.00% | 0.04% | 0.11% | Q2 2021 | Q3 2023 | 6 |
Corsicana & Co. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Bridgewater Associates | 3 | 1 | 0.00% | 0.07% | 0.27% | Q4 2021 | Q3 2023 | 6 |
Asset Planning Services, Ltd. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
Edge Wealth Management LLC | 4 | 2 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q4 2021 | 6 |
Grant/GrossMendelsohn, LLC | 3 | 1 | 0.12% | 0.15% | 0.20% | Q3 2021 | Q3 2023 | 6 |
Capital Market Strategies LLC | 3 | 3 | 0.34% | 0.52% | 0.72% | Q2 2022 | Q4 2023 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.83% | 1.17% | 1.51% | Q2 2022 | Q3 2023 | 6 |
ADVOCATE GROUP LLC | 6 | 6 | 0.76% | 1.18% | 1.85% | Q2 2022 | Q3 2023 | 6 |
Knott David M Jr | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Eisler Capital (US) LLC | 3 | 3 | 0.13% | 0.29% | 0.47% | Q1 2023 | Q3 2023 | 6 |
BB&T SECURITIES, LLC | 6 | 6 | 0.08% | 0.13% | 0.15% | Q2 2018 | Q3 2019 | 6 |
HEADINVEST, LLC | 4 | 2 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 6 |
Standard Family Office LLC | 3 | 1 | 0.01% | 0.36% | 1.27% | Q4 2020 | Q3 2022 | 6 |
Bayesian Capital Management, LP | 2 | 1 | 0.09% | 0.46% | 0.63% | Q4 2018 | Q1 2023 | 6 |
HighTower Trust Company, N.A. | 6 | 6 | 0.08% | 0.14% | 0.32% | Q4 2021 | Q1 2023 | 6 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 6 |
Tyers Asset Management LLC | 6 | 6 | 0.07% | 0.22% | 0.40% | Q2 2018 | Q3 2019 | 6 |
Olistico Wealth, LLC | 4 | 4 | 0.14% | 0.55% | 0.87% | Q4 2022 | Q3 2023 | 6 |
American Trust | 4 | 2 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 6 |
OneAscent Wealth Management LLC | 5 | 1 | 0.12% | 0.32% | 0.78% | Q3 2021 | Q3 2023 | 6 |
Quantum Financial Advisors, LLC | 6 | 6 | 0.16% | 0.19% | 0.25% | Q2 2022 | Q3 2023 | 6 |
Glen Harbor Capital Management LLC | 6 | 6 | 0.03% | 0.10% | 0.18% | Q2 2018 | Q3 2019 | 6 |
Flinton Capital Management LLC | 6 | 6 | 0.09% | 0.26% | 0.48% | Q2 2018 | Q3 2019 | 6 |
WEXFORD CAPITAL LP | 2 | 1 | 0.01% | 0.07% | 0.11% | Q3 2018 | Q2 2022 | 6 |
PIER 88 INVESTMENT PARTNERS LLC | 4 | 2 | 0.14% | 0.67% | 2.39% | Q4 2021 | Q3 2023 | 6 |
Circle Wealth Management, LLC | 4 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 6 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 6 | 6 | 0.24% | 0.28% | 0.33% | Q2 2022 | Q3 2023 | 6 |
LGT Fund Management Co Ltd. | 3 | 3 | 0.52% | 1.21% | 2.20% | Q1 2022 | Q3 2023 | 6 |
Allen Capital Group, LLC | 3 | 3 | 0.30% | 0.41% | 0.59% | Q1 2022 | Q3 2023 | 6 |
Greystone Managed Investments Inc. | 6 | 6 | 0.29% | 0.47% | 0.64% | Q2 2018 | Q3 2019 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.01% | 0.06% | 0.09% | Q2 2022 | Q3 2023 | 6 |
PGIM Custom Harvest LLC | 3 | 1 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 6 |
Callan Capital, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 4 | 1 | 0.94% | 1.03% | 1.20% | Q2 2018 | Q4 2019 | 5 |
Lenox Wealth Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2020 | 5 |
Foundations Investment Advisors, LLC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
SYQUANT CAPITAL SAS | 5 | 5 | 0.17% | 0.27% | 0.43% | Q2 2021 | Q2 2022 | 5 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.19% | 0.76% | Q3 2018 | Q3 2023 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q4 2022 | 5 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.03% | 0.58% | 2.03% | Q3 2020 | Q2 2023 | 5 |
Employers Holdings, Inc. | 3 | 2 | 0.16% | 0.62% | 0.94% | Q2 2019 | Q1 2021 | 5 |
Lebenthal Global Advisors, LLC | 5 | 5 | 0.32% | 0.45% | 0.71% | Q4 2020 | Q4 2021 | 5 |
Compass Wealth Management LLC | 5 | 5 | 3.25% | 3.89% | 4.76% | Q4 2022 | Q4 2023 | 5 |
OXFORD FINANCIAL GROUP, LTD. LLC | 4 | 1 | 0.03% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 5 |
Biltmore Capital Advisors LLC | 5 | 5 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q4 2021 | 5 |
Atom Investors LP | 4 | 1 | 0.18% | 0.27% | 0.50% | Q4 2021 | Q3 2023 | 5 |
CMT Capital Markets Trading GmbH | 2 | 1 | 0.01% | 0.04% | 0.10% | Q3 2021 | Q3 2023 | 5 |
Benchmark Investment Advisors LLC | 5 | 5 | 0.53% | 1.49% | 2.13% | Q3 2022 | Q3 2023 | 5 |
Prentice Wealth Management LLC | 4 | 1 | 0.13% | 0.18% | 0.21% | Q2 2022 | Q3 2023 | 5 |
Silver Lake Group, L.L.C. | 5 | 5 | 2.14% | 4.87% | 15.12% | Q3 2018 | Q3 2019 | 5 |
Advisor OS, LLC | 4 | 1 | 0.06% | 0.13% | 0.26% | Q2 2020 | Q3 2023 | 5 |
Pinion Investment Advisors, LLC | 3 | 2 | 0.08% | 0.53% | 0.87% | Q4 2021 | Q3 2023 | 5 |
Sweet Financial Partners, LLC | 5 | 5 | 0.14% | 0.31% | 0.48% | Q3 2022 | Q3 2023 | 5 |
ISLAY CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q4 2020 | 5 |
LFA - Lugano Financial Advisors SA | 5 | 5 | 0.03% | 0.41% | 0.75% | Q2 2018 | Q2 2019 | 5 |
TIG Advisors, LLC | 3 | 2 | 0.02% | 0.29% | 1.20% | Q2 2022 | Q3 2023 | 5 |
HOWARD FINANCIAL SERVICES, LTD. | 5 | 5 | 0.15% | 0.18% | 0.22% | Q3 2022 | Q3 2023 | 5 |
Pacific Edge Advisors, LLC | 3 | 1 | 0.12% | 0.15% | 0.16% | Q1 2019 | Q4 2020 | 5 |
TEACHERS ADVISORS, LLC | 5 | 5 | 0.22% | 0.33% | 0.38% | Q1 2018 | Q1 2019 | 5 |
B.O.S.S. Retirement Advisors, LLC | 5 | 5 | 0.06% | 0.49% | 0.80% | Q4 2022 | Q4 2023 | 5 |
KG&L Capital Management,LLC | 5 | 5 | 0.24% | 0.41% | 0.48% | Q3 2022 | Q3 2023 | 5 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.16% | 0.39% | 0.63% | Q4 2020 | Q3 2023 | 5 |
Paulson Wealth Management Inc. | 5 | 5 | 0.13% | 0.20% | 0.26% | Q3 2022 | Q3 2023 | 5 |
Colonial Trust Advisors | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Peregrine Asset Advisers, Inc. | 3 | 1 | 0.09% | 0.11% | 0.13% | Q1 2020 | Q3 2023 | 5 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 5 | 5 | 0.12% | 0.44% | 0.72% | Q3 2022 | Q3 2023 | 5 |
Meridian Wealth Partners, LLC | 3 | 2 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 5 |
Legend Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Red Door Wealth Management, LLC | 2 | 1 | 0.01% | 0.11% | 0.41% | Q1 2020 | Q3 2023 | 5 |
SHEETS SMITH WEALTH MANAGEMENT | 3 | 2 | 0.03% | 0.10% | 0.16% | Q1 2019 | Q3 2023 | 5 |
Clear Creek Financial Management, LLC | 4 | 1 | 0.05% | 0.06% | 0.06% | Q2 2022 | Q3 2023 | 5 |
Palouse Capital Management, Inc. | 5 | 5 | 0.31% | 2.30% | 5.34% | Q3 2022 | Q3 2023 | 5 |
Chesapeake Wealth Management | 5 | 5 | 0.31% | 0.54% | 0.72% | Q3 2022 | Q3 2023 | 5 |
CONNABLE OFFICE INC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q4 2021 | 5 |
CoreFirst Bank & Trust | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
RBF Capital, LLC | 4 | 1 | 0.04% | 0.05% | 0.07% | Q3 2018 | Q3 2023 | 5 |
First Command Advisory Services, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
J.Safra Asset Management Corp | 4 | 1 | 0.00% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 5 |
Sterling Capital Management LLC | 5 | 5 | 0.02% | 0.07% | 0.11% | Q3 2018 | Q3 2019 | 5 |
Relyea Zuckerberg Hanson LLC | 4 | 1 | 0.07% | 0.11% | 0.16% | Q1 2022 | Q3 2023 | 5 |
Fulcrum Capital LLC | 3 | 2 | 0.06% | 0.10% | 0.14% | Q4 2020 | Q3 2023 | 5 |
Beaumont Asset Management, L.L.C. | 5 | 5 | 0.33% | 0.60% | 0.80% | Q3 2022 | Q3 2023 | 5 |
ARDSLEY ADVISORY PARTNERS LP | 2 | 1 | 0.12% | 0.33% | 0.78% | Q1 2019 | Q3 2023 | 5 |
Aveo Capital Partners, LLC | 3 | 1 | 0.03% | 0.21% | 0.89% | Q2 2018 | Q3 2023 | 5 |
Altshuler Shaham Ltd | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 5 |
General Partner, Inc. | 5 | 5 | 0.15% | 0.21% | 0.29% | Q4 2022 | Q4 2023 | 5 |
Adero Partners, LLC | 3 | 2 | 0.03% | 0.05% | 0.10% | Q1 2021 | Q3 2023 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.08% | 0.10% | 0.12% | Q3 2022 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.43% | 0.58% | 0.75% | Q3 2022 | Q3 2023 | 5 |
ICONIQ Capital, LLC | 5 | 5 | 0.12% | 0.20% | 0.28% | Q2 2018 | Q2 2019 | 5 |
Cordatus Wealth Management LLC | 3 | 2 | 0.31% | 2.08% | 3.26% | Q4 2018 | Q3 2023 | 5 |
PETTYJOHN, WOOD & WHITE, INC | 5 | 5 | 0.09% | 0.17% | 0.23% | Q3 2022 | Q3 2023 | 5 |
Dakota Community Bank & Trust NA | 5 | 5 | 0.64% | 0.81% | 0.99% | Q3 2022 | Q3 2023 | 5 |
Roberts Wealth Advisors, LLC | 3 | 2 | 0.09% | 0.10% | 0.13% | Q4 2021 | Q3 2023 | 5 |
BELLEVUE ASSET MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 5 |
Sage Capital Advisors,llc | 5 | 5 | 1.23% | 1.31% | 1.41% | Q1 2020 | Q1 2021 | 5 |
Winslow Capital Management, LLC | 3 | 2 | 0.00% | 0.68% | 2.43% | Q2 2018 | Q3 2023 | 5 |
Creegan & Nassoura Financial Group, LLC | 5 | 5 | 0.68% | 0.91% | 1.12% | Q3 2022 | Q3 2023 | 5 |
LMCG INVESTMENTS, LLC | 5 | 5 | 0.28% | 0.39% | 0.52% | Q3 2022 | Q3 2023 | 5 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 5 | 5 | 0.64% | 0.78% | 0.92% | Q3 2022 | Q3 2023 | 5 |
RIDGECREST WEALTH PARTNERS, LLC | 5 | 5 | 1.58% | 3.09% | 3.84% | Q3 2022 | Q3 2023 | 5 |
ARS Wealth Advisors Group, LLC | 5 | 5 | 1.38% | 2.42% | 3.07% | Q3 2022 | Q3 2023 | 5 |
Mine & Arao Wealth Creation & Management, LLC. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Altrius Capital Management Inc | 5 | 5 | 1.04% | 1.30% | 1.62% | Q3 2022 | Q3 2023 | 5 |
BERRY GROUP, LLC | 5 | 5 | 0.16% | 0.25% | 0.35% | Q4 2019 | Q4 2020 | 5 |
Roundview Capital LLC | 4 | 1 | 0.03% | 0.06% | 0.19% | Q2 2018 | Q3 2023 | 5 |
Thrive Wealth Management, LLC | 4 | 1 | 0.06% | 0.09% | 0.12% | Q1 2022 | Q3 2023 | 5 |
Aprio Wealth Management, LLC | 4 | 1 | 0.08% | 0.13% | 0.23% | Q2 2022 | Q3 2023 | 5 |
CASTLE WEALTH MANAGEMENT LLC | 3 | 2 | 0.01% | 0.27% | 0.55% | Q2 2022 | Q3 2023 | 5 |
Beirne Wealth Consulting Services, LLC | 4 | 1 | 0.11% | 0.43% | 0.89% | Q1 2019 | Q4 2020 | 5 |
DRW Securities, LLC | 2 | 1 | 0.02% | 0.05% | 0.19% | Q4 2019 | Q3 2023 | 5 |
San Luis Wealth Advisors LLC | 3 | 1 | 0.01% | 0.42% | 0.97% | Q1 2022 | Q3 2023 | 5 |
Astoria Portfolio Advisors LLC. | 5 | 5 | 0.20% | 0.33% | 0.46% | Q3 2022 | Q3 2023 | 5 |
Herold Advisors, Inc. | 3 | 1 | 0.01% | 0.14% | 0.41% | Q3 2021 | Q3 2023 | 5 |
Balboa Wealth Partners | 5 | 5 | 0.25% | 0.37% | 0.57% | Q3 2022 | Q3 2023 | 5 |
MBB PUBLIC MARKETS I LLC | 5 | 5 | 0.01% | 0.12% | 0.20% | Q4 2021 | Q4 2022 | 5 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 4 | 1 | 0.00% | 0.94% | 1.65% | Q2 2020 | Q3 2023 | 5 |
WILLNER & HELLER, LLC | 5 | 5 | 0.80% | 0.91% | 1.02% | Q4 2021 | Q4 2022 | 5 |
Redwood Financial Network Corp | 4 | 1 | 0.23% | 0.27% | 0.34% | Q1 2022 | Q3 2023 | 5 |
COWA, LLC | 2 | 1 | 0.05% | 0.11% | 0.18% | Q4 2020 | Q3 2022 | 5 |
RESOURCE CONSULTING GROUP INC | 3 | 2 | 0.46% | 0.52% | 0.58% | Q4 2021 | Q3 2023 | 5 |
Corundum Group, Inc. | 5 | 5 | 0.16% | 0.20% | 0.25% | Q3 2022 | Q3 2023 | 5 |
Coppell Advisory Solutions LLC | 4 | 1 | 0.08% | 0.30% | 0.61% | Q4 2020 | Q3 2023 | 5 |
Onyx Bridge Wealth Group LLC | 4 | 1 | 0.09% | 0.17% | 0.28% | Q2 2022 | Q3 2023 | 5 |
Chiron Investment Management, LLC | 3 | 1 | 0.04% | 1.92% | 3.46% | Q3 2021 | Q3 2023 | 5 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 3 | 2 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 5 |
SRS Investment Management, LLC | 5 | 5 | 5.66% | 8.18% | 12.20% | Q2 2018 | Q2 2019 | 5 |
FORESTERS ASSET MANAGEMENT INC. | 5 | 5 | 0.06% | 0.08% | 0.13% | Q2 2018 | Q2 2019 | 5 |
COMMONWEALTH BANK OF AUSTRALIA | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2019 | 5 |
XTX Topco Ltd | 4 | 1 | 0.04% | 0.29% | 0.56% | Q4 2021 | Q3 2023 | 5 |
First Capital Advisors Group, LLC. | 3 | 2 | 0.14% | 0.18% | 0.20% | Q2 2018 | Q2 2023 | 5 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2019 | 5 |
Intellectus Partners, LLC | 4 | 1 | 0.02% | 0.85% | 3.95% | Q2 2018 | Q3 2020 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.07% | 0.14% | 0.17% | Q4 2020 | Q4 2021 | 5 |
Saba Capital Management, L.P. | 3 | 3 | 0.01% | 0.34% | 0.68% | Q1 2023 | Q3 2023 | 5 |
SANDLER CAPITAL MANAGEMENT | 4 | 1 | 0.02% | 0.27% | 1.24% | Q1 2022 | Q3 2023 | 5 |
Contour Asset Management LLC | 3 | 2 | 0.06% | 1.60% | 3.82% | Q2 2018 | Q3 2023 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q4 2022 | 5 |
Hemington Wealth Management | 4 | 1 | 0.08% | 0.10% | 0.12% | Q1 2022 | Q3 2023 | 5 |
SMITH CHAS P & ASSOCIATES PA CPAS | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 5 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 5 | 5 | 0.00% | 0.07% | 0.18% | Q4 2021 | Q4 2022 | 5 |
SHUFRO ROSE & CO LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
GABELLI FUNDS LLC | 5 | 5 | 0.02% | 0.03% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Autumn Glory Partners, LLC | 2 | 1 | 0.15% | 0.31% | 0.46% | Q4 2021 | Q3 2023 | 5 |
SILVER OAK SECURITIES, INCORPORATED | 5 | 5 | 0.06% | 0.09% | 0.12% | Q3 2022 | Q3 2023 | 5 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 5 | 5 | 1.51% | 2.21% | 2.74% | Q3 2022 | Q3 2023 | 5 |
Quantbot Technologies LP | 2 | 1 | 0.02% | 0.50% | 1.09% | Q2 2018 | Q3 2020 | 5 |
Red Tortoise LLC | 4 | 1 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 5 |
L.M. KOHN & COMPANY | 4 | 1 | 0.09% | 0.12% | 0.16% | Q1 2022 | Q3 2023 | 5 |
First Western Trust Bank | 3 | 2 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 5 |
Curi Wealth Management, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2023 | 5 |
Axiom Investment Management LLC | 3 | 1 | 0.04% | 0.09% | 0.26% | Q4 2018 | Q3 2022 | 5 |
Johanson Financial Advisors, Inc. | 4 | 1 | 0.01% | 0.10% | 0.15% | Q4 2019 | Q4 2021 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
Hedeker Wealth, LLC | 5 | 5 | 0.76% | 2.25% | 3.13% | Q3 2022 | Q3 2023 | 5 |
ARGI Investment Services, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2020 | 5 |
Stelac Advisory Services LLC | 3 | 1 | 0.04% | 0.05% | 0.08% | Q2 2018 | Q1 2021 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.03% | 0.12% | 0.20% | Q4 2021 | Q4 2022 | 5 |
PDT Partners, LLC | 5 | 5 | 0.02% | 0.15% | 0.27% | Q4 2021 | Q4 2022 | 5 |
Appaloosa LP | 4 | 1 | 1.10% | 1.82% | 2.22% | Q3 2019 | Q2 2023 | 5 |
Renasant Bank | 4 | 1 | 0.16% | 0.34% | 0.56% | Q1 2022 | Q3 2023 | 5 |
Steward Financial Group LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 5 |
GODSEY & GIBB, INC | 5 | 5 | 0.00% | 0.14% | 0.30% | Q3 2022 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Bison Wealth, LLC | 5 | 5 | 0.32% | 0.35% | 0.41% | Q3 2022 | Q3 2023 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 5 |
TOBAM | 2 | 1 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 5 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.39% | 0.52% | 0.66% | Q1 2018 | Q1 2019 | 5 |
Financial Connections Group, Inc. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 5 |
Alpha Family Trust | 4 | 1 | 0.19% | 1.12% | 1.53% | Q2 2022 | Q3 2023 | 5 |
HighPoint Advisor Group LLC | 4 | 1 | 0.28% | 0.30% | 0.33% | Q4 2020 | Q2 2022 | 5 |
S.C. Financial Services, Inc. | 5 | 5 | 0.45% | 0.57% | 0.77% | Q4 2021 | Q4 2022 | 5 |
TORRAY INVESTMENT PARTNERS LLC | 5 | 5 | 0.21% | 0.73% | 1.27% | Q3 2022 | Q3 2023 | 5 |
FARR MILLER & WASHINGTON LLC/DC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q3 2021 | 5 |
Bramshill Investments, LLC | 3 | 2 | 0.00% | 0.07% | 0.14% | Q3 2018 | Q1 2021 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.00% | 0.01% | 0.05% | Q3 2019 | Q3 2020 | 5 |
CHEMICAL BANK | 5 | 5 | 0.53% | 0.67% | 0.80% | Q2 2018 | Q2 2019 | 5 |
McGuire Investment Group, LLC | 3 | 2 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 5 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 5 | 5 | 0.04% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 5 |
OSTERWEIS CAPITAL MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.31% | 0.43% | 0.54% | Q3 2022 | Q3 2023 | 5 |
Hanson & Doremus Investment Management | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 5 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.07% | 0.15% | 0.22% | Q1 2019 | Q1 2023 | 5 |
Antara Capital LP | 2 | 2 | 0.74% | 3.10% | 10.36% | Q3 2022 | Q3 2023 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.85% | 1.09% | 1.41% | Q3 2022 | Q3 2023 | 5 |
Main Street Financial Solutions, LLC | 5 | 5 | 0.04% | 0.16% | 0.21% | Q3 2022 | Q3 2023 | 5 |
Frank, Rimerman Advisors LLC | 5 | 5 | 0.10% | 0.10% | 0.11% | Q2 2022 | Q2 2023 | 5 |
Oxler Private Wealth LLC | 2 | 1 | 0.05% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 5 |
Bedell Frazier Investment Counselling, LLC | 3 | 2 | 0.42% | 0.79% | 1.22% | Q2 2021 | Q3 2023 | 5 |
VALINOR MANAGEMENT, L.P. | 5 | 5 | 4.05% | 4.66% | 5.23% | Q2 2018 | Q2 2019 | 5 |
Apexium Financial, LP | 5 | 5 | 0.03% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
3Chopt Investment Partners, LLC | 4 | 4 | 0.60% | 0.94% | 1.25% | Q4 2022 | Q3 2023 | 4 |
Corton Capital Inc. | 4 | 4 | 0.21% | 0.32% | 0.45% | Q2 2022 | Q1 2023 | 4 |
Westshore Wealth, LLC | 2 | 2 | 0.10% | 0.12% | 0.13% | Q1 2021 | Q2 2023 | 4 |
Private Vista, LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q4 2019 | 4 |
Vancity Investment Management Ltd | 4 | 4 | 1.04% | 1.16% | 1.30% | Q4 2022 | Q3 2023 | 4 |
Omnia Family Wealth, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
TWIN CAPITAL MANAGEMENT INC | 4 | 4 | 0.67% | 0.92% | 1.16% | Q4 2022 | Q3 2023 | 4 |
WealthTrust Fairport, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Finer Wealth Management, Inc. | 4 | 4 | 0.20% | 0.23% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Beta Wealth Group, Inc. | 2 | 2 | 0.13% | 0.14% | 0.16% | Q1 2021 | Q2 2023 | 4 |
tru Independence LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 4 |
Knowledge Leaders Capital, LLC | 4 | 4 | 0.82% | 0.93% | 1.05% | Q4 2021 | Q3 2022 | 4 |
ABEILLE ASSET MANAGEMENT SA | 4 | 4 | 0.87% | 0.92% | 0.99% | Q1 2022 | Q4 2022 | 4 |
Fidelis Capital Partners, LLC | 4 | 4 | 0.65% | 0.72% | 0.81% | Q4 2022 | Q3 2023 | 4 |
Revolve Wealth Partners, LLC | 4 | 4 | 0.06% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.06% | 0.10% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
LEO BROKERAGE, LLC | 2 | 2 | 0.10% | 0.11% | 0.13% | Q1 2022 | Q2 2023 | 4 |
Schear Investment Advisers, LLC | 4 | 4 | 1.96% | 2.45% | 2.86% | Q4 2022 | Q3 2023 | 4 |
Pure Financial Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q4 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Burt Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Inspire Advisors, LLC | 2 | 1 | 0.04% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 4 |
Seed Wealth Management, Inc. | 4 | 4 | 0.30% | 0.37% | 0.43% | Q4 2022 | Q3 2023 | 4 |
Athanor Capital, LP | 2 | 2 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q1 2021 | 4 |
Mraz, Amerine & Associates, Inc. | 3 | 1 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 4 |
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 4 | 4 | 0.16% | 0.18% | 0.20% | Q1 2021 | Q4 2021 | 4 |
UNITED BANK | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Anfield Capital Management, LLC | 2 | 1 | 0.00% | 0.14% | 0.19% | Q4 2019 | Q3 2022 | 4 |
Investment Management Corp of Ontario | 4 | 4 | 0.48% | 0.56% | 0.69% | Q4 2022 | Q3 2023 | 4 |
Richard P Slaughter Associates Inc | 4 | 4 | 0.62% | 0.72% | 0.84% | Q1 2023 | Q4 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.35% | 0.38% | 0.40% | Q3 2020 | Q2 2021 | 4 |
Cavalry Management Group, LLC | 2 | 1 | 3.26% | 8.58% | 16.34% | Q2 2020 | Q1 2023 | 4 |
Palogic Value Management, L.P. | 4 | 4 | 1.94% | 2.28% | 2.62% | Q4 2022 | Q3 2023 | 4 |
Lifestyle Asset Management, Inc. | 4 | 4 | 0.18% | 0.22% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Waterloo Capital, L.P. | 3 | 1 | 0.17% | 0.35% | 0.45% | Q1 2020 | Q3 2023 | 4 |
Commonwealth Retirement Investments LLC | 4 | 4 | 4.89% | 6.03% | 7.01% | Q4 2022 | Q3 2023 | 4 |
Ionic Capital Management LLC | 1 | 1 | 0.00% | 0.34% | 0.57% | Q2 2018 | Q3 2020 | 4 |
True North Advisors, LLC | 4 | 4 | 0.16% | 0.25% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Redwood Wealth Management Group, LLC | 4 | 4 | 1.13% | 1.41% | 1.71% | Q4 2022 | Q3 2023 | 4 |
Coombe, Bender & Co LLC | 4 | 4 | 1.08% | 1.22% | 1.36% | Q2 2022 | Q1 2023 | 4 |
SkyView Investment Advisors, LLC | 3 | 1 | 0.01% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 4 |
AVIANCE CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.05% | 0.56% | 1.23% | Q2 2018 | Q1 2019 | 4 |
CATALYST FINANCIAL PARTNERS LLC | 4 | 4 | 0.31% | 0.38% | 0.44% | Q4 2022 | Q3 2023 | 4 |
TPG Group Holdings (SBS) Advisors, Inc. | 4 | 4 | 1.28% | 1.52% | 2.02% | Q3 2018 | Q2 2019 | 4 |
QCM Cayman, Ltd. | 1 | 1 | 0.41% | 1.91% | 3.88% | Q4 2020 | Q2 2023 | 4 |
Natixis Investment Managers International | 2 | 2 | 0.01% | 0.04% | 0.12% | Q2 2018 | Q2 2022 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.07% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Pekin Hardy Strauss, Inc. | 4 | 4 | 0.03% | 0.06% | 0.07% | Q1 2019 | Q4 2019 | 4 |
Charles Schwab Investment Advisory, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CORNERSTONE ADVISORS INC | 4 | 4 | 0.66% | 0.77% | 0.90% | Q2 2018 | Q1 2019 | 4 |
PROVENCE WEALTH MANAGEMENT GROUP | 4 | 4 | 0.43% | 0.65% | 0.80% | Q4 2022 | Q3 2023 | 4 |
Sovereign Financial Group, Inc. | 4 | 4 | 0.10% | 0.12% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.89% | 0.99% | 1.16% | Q4 2022 | Q3 2023 | 4 |
Leonard Rickey Investment Advisors P.L.L.C. | 2 | 1 | 0.07% | 0.10% | 0.13% | Q4 2019 | Q3 2023 | 4 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.01% | 0.06% | 0.14% | Q1 2021 | Q3 2023 | 4 |
Pinnacle Wealth Management, LLC | 3 | 1 | 1.84% | 2.20% | 2.39% | Q4 2021 | Q4 2022 | 4 |
NICOLET ADVISORY SERVICES, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
FSC Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2022 | 4 |
HIGHLAND CAPITAL MANAGEMENT LP | 3 | 1 | 0.25% | 0.40% | 0.60% | Q2 2018 | Q2 2019 | 4 |
Insight Wealth Partners, LLC | 2 | 2 | 0.04% | 0.15% | 0.33% | Q4 2021 | Q3 2023 | 4 |
Harvest Portfolios Group Inc. | 4 | 4 | 0.75% | 0.86% | 0.96% | Q4 2022 | Q3 2023 | 4 |
H. L. Ormond & Company, LLC | 4 | 4 | 0.39% | 0.52% | 0.63% | Q4 2021 | Q3 2022 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.42% | 0.50% | 0.60% | Q4 2022 | Q3 2023 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.30% | 0.41% | 0.48% | Q4 2022 | Q3 2023 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 1.36% | 1.49% | 1.69% | Q4 2022 | Q3 2023 | 4 |
CIC Wealth, LLC | 4 | 4 | 0.31% | 0.35% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Epic Trust Investment Advisors, LLC | 3 | 1 | 0.32% | 0.37% | 0.39% | Q1 2022 | Q3 2023 | 4 |
Syntegra Private Wealth Group, LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
CYPRESS GROWTH FUND III LP | 4 | 4 | 3.98% | 4.05% | 4.15% | Q4 2020 | Q3 2021 | 4 |
AT Bancorp | 4 | 4 | 0.18% | 0.30% | 0.39% | Q2 2018 | Q1 2019 | 4 |
BOARDMAN BAY CAPITAL MANAGEMENT LLC | 2 | 1 | 0.78% | 2.68% | 5.15% | Q3 2018 | Q4 2020 | 4 |
Bray Capital Advisors | 4 | 4 | 0.03% | 0.03% | 0.04% | Q3 2018 | Q2 2019 | 4 |
Spouting Rock Asset Management, LLC | 4 | 4 | 0.09% | 0.23% | 0.53% | Q4 2022 | Q3 2023 | 4 |
ROVIN CAPITAL /UT/ /ADV | 3 | 1 | 0.11% | 0.13% | 0.15% | Q1 2022 | Q3 2023 | 4 |
WIN ADVISORS, INC | 4 | 4 | 0.01% | 0.02% | 0.06% | Q1 2022 | Q4 2022 | 4 |
CASCADE INVESTMENT GROUP, INC. | 4 | 4 | 0.34% | 0.41% | 0.47% | Q4 2022 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.12% | 0.14% | 0.15% | Q4 2020 | Q3 2021 | 4 |
Aletheian Wealth Advisors LLC | 4 | 4 | 0.18% | 0.22% | 0.25% | Q1 2023 | Q4 2023 | 4 |
DOVER ADVISORS, LLC | 4 | 4 | 0.26% | 0.28% | 0.30% | Q4 2022 | Q3 2023 | 4 |
American Research & Management Co. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 4 |
ADE, LLC | 4 | 4 | 0.02% | 0.06% | 0.12% | Q4 2020 | Q3 2021 | 4 |
Cordant, Inc. | 3 | 1 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q1 2022 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.01% | 0.05% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Athena Investment Management | 4 | 4 | 0.20% | 0.27% | 0.33% | Q4 2022 | Q3 2023 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.37% | 0.38% | 0.41% | Q4 2020 | Q3 2021 | 4 |
Leucadia National | 4 | 4 | 0.00% | 0.03% | 0.09% | Q4 2022 | Q3 2023 | 4 |
McGlone Suttner Wealth Management, Inc. | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
MARK ASSET MANAGEMENT LP | 3 | 1 | 0.03% | 0.05% | 0.10% | Q4 2019 | Q4 2020 | 4 |
Ground Swell Capital, LLC | 2 | 1 | 0.87% | 2.25% | 4.02% | Q4 2020 | Q4 2022 | 4 |
DUDLEY CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.42% | 0.54% | 0.64% | Q4 2022 | Q3 2023 | 4 |
First Farmers & Merchants Bank / Trust | 4 | 4 | 0.27% | 0.29% | 0.31% | Q4 2021 | Q3 2022 | 4 |
River Street Advisors LLC | 4 | 4 | 1.23% | 1.44% | 1.66% | Q4 2022 | Q3 2023 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.14% | 0.21% | 0.28% | Q4 2022 | Q3 2023 | 4 |
First Western Capital Management Co | 4 | 4 | 2.03% | 2.28% | 2.82% | Q1 2018 | Q4 2018 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
KENNEDY INVESTMENT GROUP | 4 | 4 | 0.95% | 1.30% | 1.81% | Q4 2022 | Q3 2023 | 4 |
LEE JOHNSON CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.82% | 1.06% | 1.58% | Q4 2021 | Q3 2022 | 4 |
Graphene Investments SAS | 4 | 4 | 2.10% | 2.16% | 2.27% | Q4 2022 | Q3 2023 | 4 |
Ergoteles LLC | 2 | 1 | 0.02% | 0.12% | 0.29% | Q2 2021 | Q3 2022 | 4 |
Integrity Advisory, LLC | 4 | 4 | 0.27% | 0.33% | 0.40% | Q1 2022 | Q4 2022 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Claret Asset Management Corp | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q2 2023 | 4 |
Core Wealth Partners LLC | 4 | 4 | 0.34% | 0.39% | 0.42% | Q4 2022 | Q3 2023 | 4 |
TFB Advisors LLC | 4 | 4 | 0.18% | 0.35% | 0.77% | Q4 2022 | Q3 2023 | 4 |
Destination Wealth Management | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2021 | 4 |
Telos Capital Management, Inc. | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Mosaic Family Wealth, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q1 2019 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
TRUST CO OF OKLAHOMA | 4 | 4 | 0.27% | 0.32% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Meristem Family Wealth, LLC | 4 | 4 | 0.05% | 0.07% | 0.08% | Q2 2021 | Q1 2022 | 4 |
Polar Capital Holdings Plc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Morningstar Investment Management LLC | 4 | 4 | 0.10% | 0.14% | 0.18% | Q4 2022 | Q3 2023 | 4 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 4 | 4 | 0.01% | 1.19% | 1.80% | Q2 2020 | Q1 2021 | 4 |
RELIANCE TRUST CO OF DELAWARE | 4 | 4 | 0.28% | 0.30% | 0.33% | Q2 2018 | Q1 2019 | 4 |
Blue Chip Wealth Management, Inc. | 4 | 4 | 0.30% | 0.42% | 0.50% | Q4 2019 | Q3 2020 | 4 |
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 4 | 4 | 1.17% | 1.52% | 1.95% | Q4 2022 | Q3 2023 | 4 |
Opal Wealth Advisors, LLC | 3 | 1 | 0.14% | 0.17% | 0.21% | Q4 2021 | Q3 2023 | 4 |
Boltwood Capital Management | 4 | 4 | 0.13% | 0.16% | 0.20% | Q1 2019 | Q4 2019 | 4 |
Bellecapital International Ltd. | 3 | 1 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 4 |
MAPLELANE CAPITAL, LLC | 2 | 1 | 0.00% | 0.56% | 1.92% | Q4 2018 | Q3 2019 | 4 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.13% | 0.51% | 1.26% | Q2 2018 | Q3 2020 | 4 |
Echo45 Advisors LLC | 2 | 2 | 0.20% | 0.25% | 0.34% | Q4 2021 | Q3 2023 | 4 |
Swaine & Leidel Wealth Services, LLC | 4 | 4 | 1.97% | 2.27% | 2.55% | Q2 2019 | Q1 2020 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.09% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Key Client Fiduciary Advisors, LLC | 4 | 4 | 0.14% | 0.17% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.10% | 0.12% | 0.15% | Q4 2022 | Q3 2023 | 4 |
NBW CAPITAL LLC | 3 | 1 | 0.05% | 0.07% | 0.08% | Q4 2021 | Q2 2023 | 4 |
Inscription Capital, LLC | 3 | 1 | 0.02% | 0.06% | 0.08% | Q4 2018 | Q3 2023 | 4 |
SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 4 | 4 | 0.33% | 0.42% | 0.48% | Q4 2022 | Q3 2023 | 4 |
Jupiter Investment Management Ltd | 4 | 4 | 0.01% | 0.11% | 0.40% | Q3 2019 | Q2 2020 | 4 |
Prosperity Financial Group, Inc. | 4 | 4 | 0.38% | 0.48% | 0.57% | Q4 2022 | Q3 2023 | 4 |
Pinkerton Retirement Specialists, LLC | 3 | 1 | 0.06% | 0.49% | 0.72% | Q2 2022 | Q3 2023 | 4 |
Ellsworth Advisors, LLC | 4 | 4 | 0.20% | 0.29% | 0.41% | Q4 2022 | Q3 2023 | 4 |
CHANNEL WEALTH LLC | 4 | 4 | 0.44% | 0.54% | 0.62% | Q1 2023 | Q4 2023 | 4 |
Liontrust Investment Partners LLP | 2 | 1 | 0.01% | 0.12% | 0.44% | Q4 2020 | Q3 2023 | 4 |
First County Bank /CT/ | 4 | 4 | 0.34% | 0.54% | 0.72% | Q4 2022 | Q3 2023 | 4 |
Coastal Bridge Advisors, LLC | 3 | 1 | 0.05% | 0.11% | 0.13% | Q2 2018 | Q2 2023 | 4 |
Cravens & Co Advisors, LLC | 4 | 4 | 1.03% | 1.24% | 1.37% | Q4 2022 | Q3 2023 | 4 |
Bell Rock Capital LLC | 4 | 4 | 0.09% | 0.10% | 0.10% | Q2 2018 | Q1 2019 | 4 |
New Century Advisors, LLC | 4 | 4 | 0.24% | 0.25% | 0.28% | Q4 2021 | Q3 2022 | 4 |
New England Research & Management, Inc. | 2 | 1 | 0.16% | 0.34% | 0.68% | Q2 2019 | Q3 2023 | 4 |
CHAPIN DAVIS, INC. | 4 | 4 | 0.22% | 0.83% | 1.93% | Q4 2022 | Q3 2023 | 4 |
STF Management LP | 4 | 4 | 2.05% | 2.41% | 2.98% | Q4 2022 | Q3 2023 | 4 |
Halpern Financial, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 4 |
Tandem Wealth Advisors LLC | 4 | 4 | 0.22% | 0.25% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Sitrin Capital Management LLC | 4 | 4 | 2.47% | 2.60% | 2.69% | Q1 2019 | Q4 2019 | 4 |
Aspen Wealth Strategies, LLC | 4 | 4 | 0.22% | 0.47% | 0.75% | Q4 2022 | Q3 2023 | 4 |
Cerro Pacific Wealth Advisors LLC | 4 | 4 | 0.16% | 0.30% | 0.57% | Q2 2022 | Q1 2023 | 4 |
NORTH STAR ASSET MANAGEMENT INC | 4 | 4 | 0.03% | 0.06% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Granger Management LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2021 | 4 |
BRADY FAMILY WEALTH, LLC | 4 | 4 | 0.36% | 0.44% | 0.50% | Q4 2022 | Q3 2023 | 4 |
TITLEIST CAPITAL, LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q1 2022 | Q4 2022 | 4 |
Ilmarinen Mutual Pension Insurance Co | 4 | 4 | 0.30% | 0.41% | 0.50% | Q4 2022 | Q3 2023 | 4 |
Eley Financial Management, Inc | 4 | 4 | 1.06% | 1.30% | 1.49% | Q4 2022 | Q3 2023 | 4 |
Moss Adams Wealth Advisors LLC | 4 | 4 | 0.17% | 0.21% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Legacy Advisors, LLC | 3 | 1 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q3 2023 | 4 |
Resolute Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Hoxton Planning & Management, LLC | 4 | 4 | 0.16% | 0.23% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Selective Wealth Management, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q2 2020 | 4 |
GQ Asset Management, LLC | 4 | 4 | 0.16% | 0.23% | 0.36% | Q1 2019 | Q4 2019 | 4 |
Ethos Financial Group, LLC | 4 | 4 | 0.12% | 0.14% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Investors Financial Group, LLC | 4 | 4 | 0.11% | 0.12% | 0.13% | Q1 2021 | Q4 2021 | 4 |
PayPay Securities Corp | 4 | 4 | 0.05% | 0.34% | 0.60% | Q4 2022 | Q3 2023 | 4 |
Force Hill Capital Management LP | 3 | 1 | 1.44% | 3.41% | 5.34% | Q4 2020 | Q1 2023 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.01% | 0.16% | 0.38% | Q2 2023 | Q3 2023 | 4 |
OppenheimerFunds, Inc. | 4 | 4 | 0.06% | 0.11% | 0.16% | Q2 2018 | Q1 2019 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.03% | 0.05% | 0.09% | Q4 2022 | Q3 2023 | 4 |
KCL Capital, L.P. | 3 | 1 | 1.07% | 3.31% | 5.37% | Q1 2019 | Q1 2022 | 4 |
Johnson & White Wealth Management, LLC | 3 | 1 | 0.63% | 1.05% | 1.70% | Q3 2022 | Q3 2023 | 4 |
Lourd Capital, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q2 2019 | 4 |
Intergy Private Wealth, LLC | 4 | 4 | 0.16% | 0.17% | 0.19% | Q4 2022 | Q3 2023 | 4 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 4 | 4 | 2.31% | 2.61% | 2.86% | Q4 2021 | Q3 2022 | 4 |
Park Place Capital Corp | 4 | 4 | 0.10% | 0.18% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Provident Investment Management, Inc. | 4 | 4 | 0.03% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Meadow Creek Wealth Advisors LLC | 4 | 4 | 0.95% | 1.01% | 1.08% | Q4 2021 | Q3 2022 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 1.49% | 1.78% | 2.03% | Q4 2022 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.80% | 1.07% | 1.33% | Q4 2022 | Q3 2023 | 4 |
DRIVE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.43% | 0.46% | 0.51% | Q4 2022 | Q3 2023 | 4 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 4 | 4 | 0.11% | 0.13% | 0.14% | Q1 2023 | Q4 2023 | 4 |
Roberts Capital Advisors, LLC | 4 | 4 | 0.93% | 0.97% | 1.00% | Q4 2021 | Q3 2022 | 4 |
Evergreen Wealth Management, LLC | 4 | 4 | 2.02% | 2.10% | 2.26% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 1.10% | 1.26% | 1.40% | Q4 2022 | Q3 2023 | 4 |
Beacon Bridge Wealth Partners, LLC | 4 | 4 | 0.18% | 1.94% | 3.76% | Q4 2022 | Q3 2023 | 4 |
Hudson Bay Capital Management LP | 3 | 1 | 0.03% | 0.15% | 0.39% | Q2 2018 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.24% | 0.61% | 0.91% | Q4 2022 | Q3 2023 | 4 |
Kades & Cheifetz LLC | 4 | 4 | 0.29% | 0.36% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Haafor (Singapore) Pte. Ltd. | 3 | 1 | 0.40% | 0.95% | 1.34% | Q4 2019 | Q4 2020 | 4 |
Creative Capital Management Investments LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Legato Capital Management LLC | 4 | 4 | 1.00% | 1.09% | 1.21% | Q4 2022 | Q3 2023 | 4 |
Gibraltar Capital Management, Inc. | 4 | 4 | 0.16% | 0.22% | 0.30% | Q1 2022 | Q4 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.36% | 0.54% | 0.68% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.16% | 0.21% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Cunning Capital Partners, LP | 4 | 4 | 1.15% | 1.27% | 1.33% | Q4 2022 | Q3 2023 | 4 |
Lion Street Advisors, LLC | 1 | 1 | 0.01% | 0.19% | 0.36% | Q1 2020 | Q3 2023 | 4 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 4 | 4 | 1.56% | 1.79% | 2.11% | Q2 2021 | Q1 2022 | 4 |
Morton Brown Family Wealth, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 4 |
Legg Mason Asset Management (Japan) Co., Ltd. | 4 | 4 | 0.51% | 0.65% | 0.81% | Q2 2018 | Q1 2019 | 4 |
Hofer & Associates. Inc | 4 | 4 | 0.22% | 0.30% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Legacy Wealth Partners, Inc. | 4 | 4 | 0.56% | 0.76% | 0.87% | Q2 2020 | Q1 2021 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Caption Management, LLC | 2 | 1 | 0.09% | 0.25% | 0.34% | Q2 2018 | Q2 2023 | 4 |
EQUITEC SPECIALISTS, LLC | 2 | 1 | 0.06% | 0.13% | 0.20% | Q3 2019 | Q2 2020 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.14% | 0.19% | 0.23% | Q4 2022 | Q3 2023 | 4 |
SECURITY NATIONAL BANK OF SO DAK | 2 | 2 | 0.14% | 0.17% | 0.20% | Q4 2021 | Q3 2023 | 4 |
One Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.08% | 0.10% | Q3 2022 | Q3 2023 | 4 |
Mattern Wealth Management LLC | 4 | 4 | 0.16% | 0.18% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Elevated Capital Advisors, LLC | 4 | 4 | 0.19% | 0.23% | 0.27% | Q4 2022 | Q3 2023 | 4 |
BREITER CAPITAL MANAGEMENT INC | 2 | 1 | 0.40% | 0.79% | 1.19% | Q2 2018 | Q1 2022 | 4 |
TriaGen Wealth Management LLC | 4 | 4 | 0.65% | 0.96% | 1.79% | Q2 2021 | Q1 2022 | 4 |
Greenwich Wealth Management LLC | 4 | 4 | 0.09% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Cognios Capital, LLC | 3 | 1 | 0.09% | 0.43% | 0.86% | Q1 2019 | Q1 2020 | 4 |
Peterson Financial Group, Inc. | 4 | 4 | 0.61% | 1.00% | 1.28% | Q4 2022 | Q3 2023 | 4 |
Stockman Wealth Management, Inc. | 3 | 1 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q3 2023 | 4 |
HWG Holdings LP | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q4 2023 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.43% | 0.54% | 0.64% | Q4 2022 | Q3 2023 | 4 |
New Hampshire Trust | 4 | 4 | 0.66% | 0.78% | 0.93% | Q4 2022 | Q3 2023 | 4 |
Sterling Investment Advisors, Ltd. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 4 |
Harvest Investment Advisors, LLC | 4 | 4 | 1.27% | 1.54% | 1.77% | Q4 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
Rikoon Group, LLC | 4 | 4 | 0.20% | 0.23% | 0.26% | Q2 2020 | Q1 2021 | 4 |
Power Corp of Canada | 3 | 1 | 0.00% | 0.46% | 0.78% | Q1 2022 | Q3 2023 | 4 |
Alphadyne Asset Management LP | 2 | 2 | 0.02% | 0.53% | 1.36% | Q2 2023 | Q3 2023 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Provenire Capital, LLC | 4 | 4 | 1.61% | 4.01% | 7.94% | Q4 2019 | Q3 2020 | 4 |
INNOVIS ASSET MANAGEMENT LLC | 4 | 4 | 0.45% | 0.47% | 0.48% | Q4 2022 | Q3 2023 | 4 |
NWK Group, Inc. | 3 | 1 | 0.00% | 0.96% | 3.81% | Q4 2019 | Q3 2023 | 4 |
MADISON INVESTMENT HOLDINGS INC | 4 | 4 | 0.12% | 0.15% | 0.20% | Q4 2018 | Q3 2019 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
FormulaFolio Investments, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2021 | 4 |
Credit Capital Investments LLC | 2 | 1 | 0.36% | 0.85% | 1.15% | Q3 2019 | Q3 2022 | 4 |
Capital Group Investment Management Pte. Ltd. | 4 | 4 | 2.04% | 2.54% | 2.97% | Q4 2022 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.42% | 0.53% | 0.65% | Q4 2022 | Q3 2023 | 4 |
Texas Yale Capital Corp. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.05% | 0.12% | 0.21% | Q3 2022 | Q3 2023 | 4 |
INVICTUS PRIVATE WEALTH, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Tuttle Capital Management, LLC | 1 | 1 | 0.28% | 0.48% | 0.68% | Q2 2018 | Q2 2020 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.27% | 0.35% | 0.41% | Q4 2022 | Q3 2023 | 4 |
SignalPoint Asset Management, LLC | 4 | 4 | 0.23% | 0.25% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Phillips Wealth Planners LLC | 4 | 4 | 1.93% | 2.20% | 2.73% | Q4 2022 | Q3 2023 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.44% | 0.51% | 0.57% | Q4 2018 | Q4 2019 | 4 |
MIDAS MANAGEMENT CORP | 4 | 4 | 1.54% | 1.69% | 1.79% | Q3 2018 | Q2 2019 | 4 |
GROUP ONE TRADING, L.P. | 1 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 4 |
Interchange Capital Partners, LLC | 3 | 1 | 0.04% | 0.13% | 0.21% | Q4 2020 | Q3 2023 | 4 |
Strategic Asset Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Talisman Wealth Advisors LLC | 4 | 4 | 0.50% | 0.73% | 0.89% | Q4 2022 | Q3 2023 | 4 |
Eagle Strategies LLC | 2 | 2 | 0.05% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 4 |
Koss-Olinger Consulting, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
55I, LLC | 4 | 4 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2022 | 4 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.03% | 0.13% | 0.33% | Q4 2018 | Q3 2023 | 4 |
TBH Global Asset Management, LLC | 2 | 1 | 0.07% | 0.14% | 0.33% | Q4 2021 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Kerntke Otto McGlone Wealth Management Group | 3 | 1 | 0.21% | 0.25% | 0.27% | Q4 2021 | Q3 2023 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2020 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.46% | 0.56% | 0.67% | Q4 2022 | Q3 2023 | 4 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2022 | 4 |
Centre Asset Management, LLC | 4 | 4 | 0.71% | 0.93% | 1.19% | Q1 2023 | Q4 2023 | 4 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 4 | 4 | 1.41% | 1.57% | 1.71% | Q4 2022 | Q3 2023 | 4 |
American Institute for Advanced Investment Management, LLP | 2 | 2 | 0.15% | 0.20% | 0.25% | Q4 2021 | Q3 2023 | 4 |
Aspen Grove Capital, LLC | 4 | 4 | 0.32% | 0.38% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Corbenic Partners LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2021 | 3 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 3 | 3 | 1.28% | 1.62% | 2.15% | Q2 2020 | Q4 2020 | 3 |
Temasek Holdings (Private) Ltd | 2 | 1 | 0.02% | 0.35% | 0.54% | Q2 2018 | Q3 2023 | 3 |
CWH Capital Management, Inc. | 3 | 3 | 0.10% | 0.17% | 0.26% | Q2 2020 | Q4 2020 | 3 |
Advisors Preferred, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2019 | 3 |
NewFocus Financial Group, LLC | 3 | 3 | 0.34% | 0.49% | 0.62% | Q2 2020 | Q4 2020 | 3 |
Vulcan Value Partners, LLC | 3 | 3 | 0.00% | 1.40% | 2.44% | Q2 2018 | Q4 2018 | 3 |
American Money Management, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
WealthStone, Inc. | 2 | 1 | 0.00% | 0.07% | 0.12% | Q2 2019 | Q1 2021 | 3 |
Lighthouse Investment Partners, LLC | 2 | 2 | 0.07% | 0.13% | 0.17% | Q2 2023 | Q3 2023 | 3 |
SWARTHMORE GROUP INC | 3 | 3 | 0.06% | 0.66% | 1.72% | Q4 2021 | Q2 2022 | 3 |
Hartford Funds Management Co LLC | 3 | 3 | 0.02% | 0.05% | 0.08% | Q1 2023 | Q3 2023 | 3 |
St. Johns Investment Management Company, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 3 |
RWA WEALTH PARTNERS, LLC | 2 | 1 | 0.00% | 0.10% | 0.15% | Q2 2018 | Q3 2023 | 3 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q4 2021 | 3 |
Ardevora Asset Management LLP | 2 | 1 | 0.82% | 0.89% | 0.98% | Q2 2022 | Q3 2023 | 3 |
Fragasso Group Inc. | 3 | 3 | 0.35% | 0.39% | 0.44% | Q2 2023 | Q4 2023 | 3 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q2 2023 | 3 |
Crawford Lake Capital Management, LLC | 1 | 1 | 2.67% | 7.17% | 11.26% | Q1 2019 | Q2 2022 | 3 |
Verde Servicos Internacionais S.A. | 2 | 1 | 0.98% | 1.10% | 1.23% | Q2 2018 | Q2 2019 | 3 |
Raine Capital LLC | 3 | 3 | 4.53% | 6.13% | 7.73% | Q2 2019 | Q4 2019 | 3 |
Peak Asset Management, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.05% | 0.12% | Q2 2018 | Q2 2019 | 3 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 3 | 3 | 0.30% | 0.37% | 0.41% | Q1 2023 | Q3 2023 | 3 |
OPSEU Pension Plan Trust Fund | 2 | 1 | 0.11% | 0.19% | 0.36% | Q1 2020 | Q3 2022 | 3 |
Private Advisory Group LLC | 2 | 1 | 0.14% | 0.28% | 0.37% | Q4 2022 | Q3 2023 | 3 |
Banco BTG Pactual S.A. | 1 | 1 | 0.01% | 0.22% | 0.39% | Q1 2022 | Q4 2022 | 3 |
Angeles Investment Advisors, LLC | 3 | 3 | 0.04% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
BKS ADVISORS, LLC | 3 | 3 | 2.24% | 2.54% | 2.98% | Q2 2018 | Q4 2018 | 3 |
ISTHMUS PARTNERS, LLC | 2 | 1 | 0.00% | 0.52% | 1.55% | Q2 2018 | Q1 2019 | 3 |
Financial Insights, Inc. | 1 | 1 | 0.35% | 0.42% | 0.54% | Q3 2022 | Q3 2023 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Longer Investments Inc. | 2 | 1 | 2.32% | 2.50% | 2.59% | Q1 2018 | Q1 2019 | 3 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.08% | 0.16% | 0.28% | Q3 2019 | Q3 2023 | 3 |
D'Orazio & Associates, Inc. | 2 | 1 | 0.01% | 0.09% | 0.15% | Q3 2021 | Q3 2023 | 3 |
Optimal Asset Management, Inc. | 3 | 3 | 0.08% | 0.23% | 0.39% | Q4 2019 | Q2 2020 | 3 |
Alight Capital Management LP | 1 | 1 | 1.29% | 1.39% | 1.44% | Q2 2019 | Q3 2023 | 3 |
First Affirmative Financial Network | 3 | 3 | 0.32% | 0.35% | 0.37% | Q2 2023 | Q4 2023 | 3 |
Oribel Capital Management, LP | 1 | 1 | 0.47% | 2.36% | 3.31% | Q1 2019 | Q3 2023 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 3 |
AFT, FORSYTH & COMPANY, INC. | 3 | 3 | 0.16% | 0.29% | 0.39% | Q1 2023 | Q3 2023 | 3 |
Kaizen Advisory, LLC | 3 | 3 | 0.13% | 0.15% | 0.20% | Q2 2018 | Q4 2018 | 3 |
Hanlon Investment Management, Inc. | 3 | 3 | 0.38% | 0.42% | 0.49% | Q1 2023 | Q3 2023 | 3 |
PointState Capital LP | 1 | 1 | 0.05% | 0.68% | 1.89% | Q1 2018 | Q3 2020 | 3 |
TTP Investments, Inc. | 3 | 3 | 0.27% | 0.81% | 1.45% | Q1 2023 | Q3 2023 | 3 |
O'Brien Wealth Partners LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 3 |
Ursa Fund Management, LLC | 3 | 3 | 0.45% | 1.79% | 2.62% | Q1 2023 | Q3 2023 | 3 |
AustralianSuper Pty Ltd | 3 | 3 | 0.03% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Faithward Advisors, LLC | 2 | 1 | 0.08% | 0.10% | 0.11% | Q1 2020 | Q3 2023 | 3 |
Chescapmanager LLC | 3 | 3 | 1.84% | 2.04% | 2.14% | Q2 2018 | Q4 2018 | 3 |
York Capital Management Global Advisors, LLC | 3 | 3 | 0.97% | 1.28% | 1.64% | Q2 2018 | Q4 2018 | 3 |
Morningstar Investment Services LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Bristol Advisors, LLC | 2 | 1 | 0.48% | 0.68% | 0.78% | Q2 2018 | Q1 2019 | 3 |
LeJeune Puetz Investment Counsel LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q2 2019 | Q4 2019 | 3 |
Permian Investment Partners, LP | 3 | 3 | 6.85% | 13.66% | 22.69% | Q2 2018 | Q4 2018 | 3 |
Eastover Investment Advisors LLC | 3 | 3 | 3.17% | 3.89% | 4.41% | Q1 2023 | Q3 2023 | 3 |
Warren Street Wealth Advisors, LLC | 3 | 3 | 0.16% | 0.21% | 0.24% | Q1 2023 | Q3 2023 | 3 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.02% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 3 |
CLEAR STREET LLC | 1 | 1 | 0.20% | 0.75% | 1.83% | Q1 2023 | Q3 2023 | 3 |
Epstein & White Financial LLC | 3 | 3 | 0.13% | 0.16% | 0.18% | Q1 2019 | Q3 2019 | 3 |
Security National Bank | 3 | 3 | 0.06% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
KADENSA CAPITAL Ltd | 3 | 3 | 3.20% | 3.89% | 4.45% | Q1 2022 | Q3 2022 | 3 |
Aevitas Wealth Management, Inc. | 2 | 1 | 0.12% | 0.14% | 0.16% | Q4 2021 | Q4 2022 | 3 |
Guardian Financial Partners, LLC | 2 | 1 | 0.19% | 0.47% | 0.87% | Q1 2022 | Q3 2023 | 3 |
Daiwa SB Investments Ltd. | 2 | 1 | 0.01% | 0.78% | 2.29% | Q2 2018 | Q1 2019 | 3 |
Tibra Equities Europe Ltd | 3 | 3 | 0.70% | 1.19% | 1.73% | Q4 2018 | Q2 2019 | 3 |
HL FINANCIAL SERVICES LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q3 2018 | Q1 2019 | 3 |
Perella Weinberg Partners Capital Management LP | 3 | 3 | 0.27% | 0.38% | 0.46% | Q3 2018 | Q1 2019 | 3 |
Cubic Asset Management, LLC | 2 | 1 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q3 2023 | 3 |
Centerpoint Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
J. Goldman & Co LP | 1 | 1 | 0.30% | 0.34% | 0.37% | Q2 2018 | Q2 2021 | 3 |
Boston Common Asset Management, LLC | 3 | 3 | 0.28% | 0.34% | 0.38% | Q1 2023 | Q3 2023 | 3 |
MinichMacGregor Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2022 | 3 |
Spartan Planning & Wealth Management | 1 | 1 | 0.13% | 0.14% | 0.16% | Q1 2022 | Q3 2023 | 3 |
COMERICA SECURITIES INC | 3 | 3 | 0.28% | 0.30% | 0.33% | Q2 2018 | Q4 2018 | 3 |
PEAK6 Group LLC | 1 | 1 | 0.06% | 0.14% | 0.29% | Q2 2018 | Q2 2018 | 3 |
Delta Investment Management, LLC | 2 | 1 | 0.10% | 0.11% | 0.14% | Q2 2019 | Q3 2023 | 3 |
Newbrook Capital Advisors LP | 3 | 3 | 2.87% | 3.84% | 4.43% | Q2 2020 | Q4 2020 | 3 |
DEPRINCE RACE & ZOLLO INC | 3 | 3 | 0.49% | 0.59% | 0.64% | Q1 2020 | Q3 2020 | 3 |
Graves Light Lenhart Wealth, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Whale Rock Capital Management | 3 | 3 | 1.40% | 1.53% | 1.70% | Q1 2022 | Q3 2022 | 3 |
Bernardo Wealth Planning LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q2 2020 | Q4 2020 | 3 |
Salomon & Ludwin, LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 3 |
PA Capital LLC | 3 | 3 | 0.61% | 0.88% | 1.09% | Q4 2018 | Q2 2019 | 3 |
Personal Wealth Partners | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 3 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 2 | 1 | 0.00% | 1.10% | 1.95% | Q3 2018 | Q1 2022 | 3 |
Hoover Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.16% | 0.25% | 0.36% | Q1 2023 | Q3 2023 | 3 |
Lehman & Derafelo Financial Resources LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q2 2021 | 3 |
Echo Street Capital Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 3 |
Jacobsen Capital Management | 3 | 3 | 0.23% | 0.30% | 0.34% | Q1 2023 | Q3 2023 | 3 |
Cinctive Capital Management LP | 2 | 1 | 0.42% | 0.79% | 1.49% | Q1 2020 | Q4 2021 | 3 |
Fiduciary Planning LLC | 3 | 3 | 0.43% | 0.53% | 0.63% | Q1 2023 | Q3 2023 | 3 |
VERUS CAPITAL PARTNERS, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 3 |
Avalon Trust Co | 3 | 3 | 3.16% | 3.44% | 3.65% | Q1 2023 | Q3 2023 | 3 |
Sound Financial Strategies Group, LLC | 3 | 3 | 0.31% | 0.36% | 0.43% | Q2 2021 | Q4 2021 | 3 |
Southpoint Capital Advisors LP | 3 | 3 | 3.69% | 4.03% | 4.29% | Q2 2018 | Q4 2018 | 3 |
Summit Wealth Group, LLC | 2 | 1 | 0.00% | 0.11% | 0.17% | Q1 2021 | Q1 2023 | 3 |
PAX Financial Group, LLC | 3 | 3 | 0.09% | 0.12% | 0.14% | Q1 2020 | Q3 2020 | 3 |
Aquatic Capital Management LLC | 2 | 1 | 0.22% | 0.60% | 0.86% | Q2 2022 | Q1 2023 | 3 |
Filbrandt Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Bell Bank | 2 | 1 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 3 |
Auxano Advisors, LLC | 3 | 3 | 0.09% | 0.10% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Capstone Triton Financial Group, LLC | 2 | 1 | 0.01% | 0.14% | 0.26% | Q4 2020 | Q3 2023 | 3 |
Sunflower Bank, N.A. | 2 | 1 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 3 |
WFA of San Diego, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 3 |
IAM Advisory, LLC | 3 | 3 | 0.41% | 0.52% | 0.58% | Q1 2023 | Q3 2023 | 3 |
WILLIAMS JONES & ASSOCIATES LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
SEAVIEW INVESTMENT MANAGERS LLC | 3 | 3 | 2.55% | 2.78% | 3.23% | Q1 2023 | Q3 2023 | 3 |
ENGINE NO. 1 LLC | 3 | 3 | 0.17% | 0.28% | 0.39% | Q2 2021 | Q4 2021 | 3 |
Golden Green, Inc. | 2 | 1 | 0.19% | 0.70% | 1.01% | Q4 2020 | Q3 2023 | 3 |
Roth Financial Partners LLC | 2 | 1 | 0.08% | 0.11% | 0.18% | Q1 2022 | Q3 2023 | 3 |
McCarthy Asset Management, Inc. | 3 | 3 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q1 2022 | 3 |
Center For Asset Management LLC | 2 | 1 | 0.17% | 0.66% | 1.22% | Q1 2022 | Q3 2023 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
FOCUS Wealth Advisors, LLC | 3 | 3 | 0.16% | 0.22% | 0.28% | Q1 2023 | Q3 2023 | 3 |
Safeguard Investment Advisory Group, LLC | 2 | 1 | 0.01% | 0.16% | 0.26% | Q4 2020 | Q3 2023 | 3 |
Flow State Investments, L.P. | 2 | 2 | 0.20% | 0.44% | 0.90% | Q2 2023 | Q3 2023 | 3 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 2 | 1 | 0.01% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 3 |
WCG Wealth Advisors LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 3 |
PINNBROOK CAPITAL MANAGEMENT LP | 2 | 1 | 0.99% | 2.68% | 5.24% | Q4 2022 | Q3 2023 | 3 |
Better Money Decisions, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 3 |
Optiver Holding B.V. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Fi3 FINANCIAL ADVISORS, LLC | 3 | 3 | 0.11% | 0.15% | 0.18% | Q1 2023 | Q3 2023 | 3 |
McElhenny Sheffield Capital Management, LLC | 2 | 1 | 0.00% | 0.08% | 0.12% | Q4 2022 | Q3 2023 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q1 2022 | 3 |
Fifth Third Wealth Advisors LLC | 3 | 3 | 0.60% | 0.66% | 0.74% | Q2 2023 | Q4 2023 | 3 |
Amplius Wealth Advisors, LLC | 2 | 1 | 0.01% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 3 |
GRAND JEAN CAPITAL MANAGEMENT INC | 2 | 1 | 0.08% | 3.08% | 4.68% | Q2 2018 | Q1 2019 | 3 |
BlackDiamond Wealth Management, LLC | 3 | 3 | 0.21% | 0.22% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Connective Portfolio Management, LLC | 2 | 1 | 2.10% | 4.04% | 7.63% | Q4 2021 | Q2 2023 | 3 |
CHERRYDALE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.12% | 0.14% | 0.15% | Q2 2023 | Q4 2023 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.10% | 0.13% | 0.18% | Q4 2021 | Q2 2022 | 3 |
HILL ISLAND FINANCIAL LLC | 2 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2022 | 3 |
Ameliora Wealth Management Ltd. | 3 | 3 | 0.26% | 0.34% | 0.39% | Q1 2023 | Q3 2023 | 3 |
Nilsine Partners, LLC | 3 | 3 | 1.22% | 1.43% | 1.54% | Q1 2023 | Q3 2023 | 3 |
Paragon Private Wealth Management, LLC | 3 | 3 | 0.20% | 0.25% | 0.28% | Q1 2023 | Q3 2023 | 3 |
EHP Funds Inc. | 3 | 3 | 0.05% | 0.06% | 0.08% | Q1 2022 | Q3 2022 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 3 |
Horizons Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Fiduciary Alliance LLC | 2 | 1 | 0.01% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 3 |
Left Brain Wealth Management, LLC | 3 | 3 | 0.92% | 1.12% | 1.24% | Q1 2023 | Q3 2023 | 3 |
Blue Investment Partners LLC | 3 | 3 | 0.20% | 0.21% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Gallacher Capital Management LLC | 3 | 3 | 0.19% | 0.33% | 0.44% | Q1 2023 | Q3 2023 | 3 |
Northern Financial Advisors Inc | 3 | 3 | 1.23% | 1.46% | 1.60% | Q1 2023 | Q3 2023 | 3 |
Forza Wealth Management, LLC | 3 | 3 | 0.71% | 0.80% | 0.85% | Q1 2023 | Q3 2023 | 3 |
Goldstein Advisors, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q2 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.08% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 3 |
MRP Capital Investments, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 3 |
LGT Financial Advisors LLC | 3 | 3 | 0.01% | 0.53% | 1.11% | Q1 2023 | Q3 2023 | 3 |
Quarry LP | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2022 | Q3 2023 | 3 |
Moran Wealth Management, LLC | 3 | 3 | 0.49% | 0.59% | 0.66% | Q1 2023 | Q3 2023 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.75% | 0.91% | 1.02% | Q1 2023 | Q3 2023 | 3 |
Empire Financial Management Company, LLC | 3 | 3 | 0.66% | 0.77% | 0.85% | Q1 2023 | Q3 2023 | 3 |
McCarthy Grittinger Financial Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
KLR INVESTMENT ADVISORS, LLC | 3 | 3 | 0.18% | 0.20% | 0.25% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.10% | 0.14% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.31% | 0.36% | 0.45% | Q1 2023 | Q3 2023 | 3 |
ABLE Financial Group, LLC | 3 | 3 | 0.31% | 0.37% | 0.44% | Q1 2023 | Q3 2023 | 3 |
OFI INVEST ASSET MANAGEMENT | 3 | 3 | 0.27% | 0.69% | 1.00% | Q1 2023 | Q3 2023 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.05% | 0.16% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Trivant Custom Portfolio Group, LLC | 3 | 3 | 0.14% | 0.17% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Michael S. Ryan, Inc. | 3 | 3 | 0.77% | 0.81% | 0.88% | Q2 2023 | Q4 2023 | 3 |
New Republic Capital, LLC | 3 | 3 | 0.19% | 0.25% | 0.30% | Q1 2023 | Q3 2023 | 3 |
FINANCIAL ADVISORY PARTNERS, LLC | 3 | 3 | 1.42% | 1.71% | 1.86% | Q1 2023 | Q3 2023 | 3 |
Alkeon Capital Management | 3 | 3 | 0.28% | 0.31% | 0.36% | Q2 2018 | Q4 2018 | 3 |
STEADFAST CAPITAL MANAGEMENT LP | 2 | 2 | 0.87% | 1.20% | 1.60% | Q3 2018 | Q4 2018 | 3 |
DEARBORN PARTNERS LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
FIRST AMERICAN TRUST, FSB | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.11% | 0.13% | 0.15% | Q1 2023 | Q3 2023 | 3 |
MORGAN JESS S & CO INC | 3 | 3 | 2.76% | 3.02% | 3.19% | Q1 2022 | Q3 2022 | 3 |
ASSOCIATED BANC-CORP | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 3 |
BECKER CAPITAL MANAGEMENT INC | 3 | 3 | 0.02% | 0.09% | 0.14% | Q1 2023 | Q3 2023 | 3 |
HARBOR ADVISORY CORP /MA/ | 2 | 1 | 0.08% | 0.09% | 0.09% | Q4 2021 | Q3 2023 | 3 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.06% | 0.09% | 0.12% | Q2 2018 | Q3 2019 | 3 |
OPUS INVESTMENT MANAGEMENT INC | 3 | 3 | 0.23% | 0.24% | 0.25% | Q1 2022 | Q3 2022 | 3 |
AFFINITY WEALTH MANAGEMENT LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q4 2023 | 3 |
BREMER TRUST NATIONAL ASSOCIATION | 3 | 3 | 0.04% | 0.06% | 0.09% | Q2 2018 | Q4 2018 | 3 |
AMICA PENSION FUND BOARD OF TRUSTEES | 3 | 3 | 0.54% | 0.64% | 0.76% | Q2 2018 | Q4 2018 | 3 |
MONETTA FINANCIAL SERVICES INC | 3 | 3 | 0.64% | 0.73% | 0.85% | Q4 2022 | Q2 2023 | 3 |
REINHART PARTNERS, LLC. | 3 | 3 | 0.02% | 0.04% | 0.05% | Q1 2018 | Q3 2018 | 3 |
LINCOLN CAPITAL CORP | 3 | 3 | 0.12% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
MAIRS & POWER INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 3 |
SUFFOLK CAPITAL MANAGEMENT LLC | 3 | 3 | 1.17% | 1.62% | 1.85% | Q2 2018 | Q4 2018 | 3 |
NBT BANK N A /NY | 3 | 3 | 0.03% | 0.05% | 0.10% | Q1 2023 | Q3 2023 | 3 |
M.D. Sass, Inc. | 3 | 3 | 0.34% | 1.61% | 3.58% | Q2 2018 | Q4 2018 | 3 |
Winfield Associates, Inc. | 3 | 3 | 0.09% | 0.25% | 0.33% | Q1 2018 | Q3 2018 | 3 |
Wolf Group Capital Advisors | 2 | 1 | 0.04% | 0.65% | 0.96% | Q4 2021 | Q3 2023 | 3 |
ACG Wealth | 1 | 1 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q2 2022 | 3 |
Western Asset Management Company, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Tower View Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Shaolin Capital Management LLC | 1 | 1 | 0.03% | 0.19% | 0.35% | Q4 2019 | Q2 2021 | 2 |
EWA, LLC | 2 | 2 | 0.17% | 0.17% | 0.18% | Q2 2023 | Q3 2023 | 2 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.06% | 0.06% | 0.07% | Q1 2018 | Q4 2018 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Eldridge Investment Advisors, Inc. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
McClarren Financial Advisors, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
PBMares Wealth Management LLC | 2 | 2 | 0.10% | 0.11% | 0.13% | Q4 2021 | Q1 2022 | 2 |
Bridgefront Capital, LLC | 1 | 1 | 0.18% | 0.30% | 0.42% | Q2 2021 | Q3 2023 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.07% | 0.10% | 0.14% | Q1 2023 | Q3 2023 | 2 |
Qsemble Capital Management, LP | 2 | 2 | 0.57% | 0.72% | 0.86% | Q1 2023 | Q2 2023 | 2 |
Elequin Capital, LP | 1 | 1 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 2 |
MJP ASSOCIATES INC /ADV | 2 | 2 | 0.06% | 0.12% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Shay Capital LLC | 1 | 1 | 0.06% | 0.07% | 0.09% | Q3 2021 | Q4 2022 | 2 |
CTC LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 2 |
Parkwood LLC | 2 | 2 | 0.09% | 0.11% | 0.13% | Q4 2018 | Q1 2019 | 2 |
Trilogy Capital Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Wealthstream Advisors, Inc. | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Fosun International Ltd | 1 | 1 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q4 2019 | 2 |
Lokken Investment Group LLC | 2 | 2 | 0.56% | 0.57% | 0.58% | Q2 2023 | Q3 2023 | 2 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 2 | 2 | 0.11% | 0.42% | 0.74% | Q2 2018 | Q3 2018 | 2 |
UBS OCONNOR LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q2 2023 | Q3 2023 | 2 |
LaSalle St. Investment Advisors, LLC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q2 2023 | Q3 2023 | 2 |
NORTHSTAR ASSET MANAGEMENT LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
First Pacific Financial | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
IMC-Chicago, LLC | 1 | 1 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q3 2021 | 2 |
Hollow Brook Wealth Management LLC | 2 | 2 | 0.20% | 0.21% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.11% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q3 2022 | 2 |
Ascendant Capital Management, LLC | 2 | 2 | 1.05% | 1.33% | 1.62% | Q3 2021 | Q4 2021 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Parplus Partners | 1 | 1 | 0.08% | 0.09% | 0.11% | Q4 2019 | Q4 2019 | 2 |
One Charles Private Wealth Services, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
SATOVSKY ASSET MANAGEMENT LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
DOCKYARD CAPITAL MANAGEMENT LP | 2 | 2 | 6.65% | 8.04% | 9.42% | Q4 2021 | Q1 2022 | 2 |
Montz Harcus Wealth Management LLC | 2 | 2 | 0.18% | 0.21% | 0.24% | Q2 2023 | Q3 2023 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 1.74% | 2.30% | 2.85% | Q2 2023 | Q3 2023 | 2 |
LEE DANNER & BASS INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
ANGELES WEALTH MANAGEMENT, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Werba Rubin Papier Wealth Management | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Western Financial Corp/CA | 2 | 2 | 0.19% | 0.44% | 0.69% | Q2 2023 | Q3 2023 | 2 |
Laurel Grove Capital, LLC | 2 | 2 | 1.22% | 1.46% | 1.70% | Q2 2018 | Q3 2018 | 2 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 0.12% | 0.49% | 0.86% | Q2 2020 | Q2 2020 | 2 |
Noked Capital LTD | 2 | 2 | 0.46% | 0.56% | 0.66% | Q1 2019 | Q2 2019 | 2 |
CFO4Life Group, LLC | 2 | 2 | 0.08% | 0.15% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Kensington Investment Counsel, LLC | 2 | 2 | 0.27% | 0.27% | 0.28% | Q2 2023 | Q3 2023 | 2 |
Founders Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q4 2023 | 2 |
Black Swift Group, LLC | 1 | 1 | 0.79% | 1.03% | 1.27% | Q1 2019 | Q1 2022 | 2 |
NORTHSTAR INVESTMENT ADVISORS LLC | 2 | 2 | 0.52% | 0.52% | 0.52% | Q1 2021 | Q2 2021 | 2 |
ELEMENT POINTE ADVISORS, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Grisanti Capital Management LLC | 2 | 2 | 3.96% | 4.51% | 5.06% | Q2 2018 | Q3 2018 | 2 |
SpiderRock Advisors, LLC | 1 | 1 | 0.02% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 2 |
Hightower 6M Holding, LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q1 2022 | Q2 2022 | 2 |
One Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Warberg Asset Management LLC | 2 | 2 | 0.01% | 0.06% | 0.11% | Q4 2021 | Q1 2022 | 2 |
CROSSLINK CAPITAL INC | 2 | 2 | 3.59% | 3.64% | 3.69% | Q1 2018 | Q2 2018 | 2 |
Bryn Mawr Capital Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.05% | 0.08% | 0.10% | Q1 2022 | Q1 2023 | 2 |
Trivest Advisors Ltd | 1 | 1 | 0.49% | 1.44% | 2.39% | Q4 2021 | Q2 2023 | 2 |
Yoder Wealth Management, Inc. | 2 | 2 | 0.17% | 0.18% | 0.18% | Q1 2023 | Q2 2023 | 2 |
Alcosta Capital Management, Inc. | 2 | 2 | 2.58% | 2.59% | 2.61% | Q2 2023 | Q3 2023 | 2 |
HALL LAURIE J TRUSTEE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
STABLEFORD CAPITAL II LLC | 2 | 2 | 0.36% | 0.37% | 0.38% | Q2 2023 | Q3 2023 | 2 |
Platform Technology Partners | 1 | 1 | 0.11% | 0.11% | 0.12% | Q4 2020 | Q2 2021 | 2 |
Plancorp, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2019 | 2 |
Trust Co of Kansas | 2 | 2 | 0.12% | 0.12% | 0.13% | Q4 2021 | Q1 2022 | 2 |
GAMCO INVESTORS, INC. ET AL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 2 |
Colonial River Wealth Management, LLC | 1 | 1 | 0.13% | 0.32% | 0.52% | Q4 2021 | Q3 2023 | 2 |
Alpha Wave Global, LP | 1 | 1 | 1.93% | 2.03% | 2.12% | Q2 2018 | Q4 2020 | 2 |
Tekne Capital Management, LLC | 2 | 2 | 4.78% | 6.37% | 7.95% | Q2 2018 | Q3 2018 | 2 |
Family Firm, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Roystone Capital Management LP | 2 | 2 | 2.64% | 3.39% | 4.13% | Q2 2018 | Q3 2018 | 2 |
KCS Wealth Advisory | 1 | 1 | 0.08% | 0.08% | 0.09% | Q3 2019 | Q2 2023 | 2 |
Capital Investment Services of America, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
WMS Partners, LLC | 2 | 2 | 0.02% | 0.11% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Foster Group, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
True Capital Management | 2 | 2 | 0.29% | 0.30% | 0.30% | Q4 2022 | Q1 2023 | 2 |
FRIESS ASSOCIATES LLC | 2 | 2 | 1.98% | 1.99% | 1.99% | Q1 2018 | Q2 2018 | 2 |
Hilltop Partners LLC | 2 | 2 | 0.31% | 0.34% | 0.38% | Q2 2023 | Q3 2023 | 2 |
MARTIN CURRIE LTD | 2 | 2 | 0.63% | 0.63% | 0.64% | Q2 2020 | Q3 2020 | 2 |
AlphaOne Investment Services, LLC | 1 | 1 | 0.01% | 0.53% | 1.04% | Q4 2018 | Q2 2019 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 2 |
Atomi Financial Group, Inc. | 2 | 2 | 0.12% | 0.48% | 0.85% | Q2 2023 | Q3 2023 | 2 |
Kohmann Bosshard Financial Services, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
RPg Family Wealth Advisory, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2018 | 2 |
TAYLOR ASSET MANAGEMENT INC | 2 | 2 | 0.18% | 0.20% | 0.22% | Q2 2018 | Q3 2018 | 2 |
ORG Partners LLC | 2 | 2 | 0.04% | 0.08% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 4.00% | 4.05% | 4.10% | Q2 2023 | Q3 2023 | 2 |
McAdam, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
ELEVATUS WELATH MANAGEMENT | 2 | 2 | 0.38% | 0.44% | 0.50% | Q2 2023 | Q3 2023 | 2 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
M. Kraus & Co | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
MQS Management LLC | 2 | 2 | 0.24% | 0.34% | 0.44% | Q2 2022 | Q3 2022 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WESPAC Advisors, LLC | 2 | 2 | 0.19% | 0.21% | 0.24% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.15% | 0.15% | 0.16% | Q2 2023 | Q3 2023 | 2 |
LAZARI CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.59% | 0.60% | 0.60% | Q2 2023 | Q3 2023 | 2 |
Capital CS Group, LLC | 2 | 2 | 0.31% | 0.39% | 0.46% | Q1 2023 | Q2 2023 | 2 |
SRB CORP | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2018 | Q3 2018 | 2 |
Connecticut Wealth Management, LLC | 2 | 2 | 0.04% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q3 2021 | 2 |
PATTON FUND MANAGEMENT, INC. | 1 | 1 | 0.06% | 0.56% | 1.05% | Q4 2022 | Q3 2023 | 2 |
MFA WEALTH ADVISORS, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Verum Partners LLC | 2 | 2 | 0.30% | 0.41% | 0.53% | Q2 2023 | Q3 2023 | 2 |
BOURGEON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.42% | 0.55% | 0.67% | Q2 2023 | Q3 2023 | 2 |
SEVEN MILE ADVISORY | 2 | 2 | 0.46% | 0.49% | 0.52% | Q2 2023 | Q3 2023 | 2 |
WEATHERLY ASSET MANAGEMENT L. P. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
THREE BAYS CAPITAL LP | 2 | 2 | 2.29% | 3.61% | 4.93% | Q2 2018 | Q3 2018 | 2 |
Riverpoint Wealth Management Holdings, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2021 | Q3 2021 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q4 2022 | Q1 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 1.75% | 1.76% | 1.77% | Q2 2023 | Q3 2023 | 2 |
DoubleLine ETF Adviser LP | 2 | 2 | 0.73% | 0.79% | 0.86% | Q4 2022 | Q1 2023 | 2 |
Paragon Wealth Strategies, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q4 2022 | 2 |
FIRST NATIONAL BANK SIOUX FALLS | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
PFW Advisors LLC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Pinnacle Family Advisors, LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q4 2020 | Q1 2021 | 2 |
Thomasville National Bank | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Strategic Investment Solutions, Inc. /IL | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
OPTIONS SOLUTIONS, LLC | 2 | 2 | 0.28% | 0.29% | 0.30% | Q2 2023 | Q3 2023 | 2 |
Stanley-Laman Group, Ltd. | 1 | 1 | 0.05% | 0.12% | 0.19% | Q4 2022 | Q3 2023 | 2 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.01% | 0.09% | 0.17% | Q2 2021 | Q2 2023 | 2 |
LA FINANCIERE DE L'ECHIQUIER | 2 | 2 | 0.65% | 0.79% | 0.93% | Q2 2023 | Q3 2023 | 2 |
Bristlecone Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q4 2019 | 2 |
S&CO INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
FULLER & THALER ASSET MANAGEMENT, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Benchmark Financial Wealth Advisors, LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Slocum, Gordon & Co LLP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Gateway Advisory, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
WNY Asset Management, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Wambolt & Associates, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
WFA Asset Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.03% | 0.07% | 0.12% | Q3 2019 | Q2 2021 | 2 |
Cedar Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2022 | 2 |
Cottage Street Advisors LLC | 2 | 2 | 0.50% | 0.53% | 0.55% | Q2 2023 | Q3 2023 | 2 |
Soroban Capital Partners LP | 2 | 2 | 1.77% | 4.36% | 6.96% | Q2 2018 | Q3 2018 | 2 |
BANK OF EDWARDSVILLE | 2 | 2 | 0.47% | 0.55% | 0.62% | Q1 2019 | Q2 2019 | 2 |
Thor Advisors, LLC | 1 | 1 | 0.00% | 0.42% | 0.85% | Q3 2019 | Q1 2020 | 2 |
Signition LP | 1 | 1 | 0.13% | 0.14% | 0.14% | Q2 2018 | Q4 2018 | 2 |
1900 WEALTH MANAGEMENT LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Klingman & Associates, LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Fortune Financial Advisors, LLC | 2 | 2 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q3 2023 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q2 2021 | 2 |
Clarus Group, Inc. | 2 | 2 | 0.22% | 0.24% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Kingdom Financial Group LLC. | 2 | 2 | 0.21% | 0.21% | 0.22% | Q2 2023 | Q3 2023 | 2 |
QUANTRES ASSET MANAGEMENT Ltd | 2 | 2 | 1.90% | 2.02% | 2.14% | Q1 2018 | Q2 2018 | 2 |
Bullseye Investment Management, LLC | 1 | 1 | 0.12% | 2.08% | 4.04% | Q4 2022 | Q3 2023 | 2 |
Private Wealth Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
CI Global Investments Inc. | 2 | 2 | 0.40% | 0.69% | 0.98% | Q2 2018 | Q3 2018 | 2 |
NATIONAL INVESTMENT SERVICES INC /WI | 2 | 2 | 0.74% | 0.76% | 0.78% | Q2 2018 | Q3 2018 | 2 |
Hudson Value Partners, LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
WEALTHFRONT Corp | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Humankind Investments LLC | 2 | 2 | 0.13% | 0.15% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Exchange Bank | 2 | 2 | 0.23% | 0.24% | 0.26% | Q2 2023 | Q3 2023 | 2 |
Cavalier Investments, LLC | 2 | 2 | 0.60% | 0.62% | 0.64% | Q2 2023 | Q3 2023 | 2 |
Nordwand Advisors, LLC | 2 | 2 | 0.53% | 0.54% | 0.55% | Q2 2023 | Q3 2023 | 2 |
Callahan Advisors, LLC | 2 | 2 | 0.03% | 0.05% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Tyler-Stone Wealth Management | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
FFT WEALTH MANAGEMENT LLC | 2 | 2 | 0.04% | 0.06% | 0.09% | Q2 2021 | Q3 2021 | 2 |
Genus Capital Management Inc. | 2 | 2 | 2.08% | 2.12% | 2.17% | Q2 2023 | Q3 2023 | 2 |
Plan Group Financial, LLC | 2 | 2 | 0.15% | 0.17% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Cornerstone Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Liberty Mutual Group Asset Management Inc. | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2018 | Q3 2018 | 2 |
Tevis Investment Management | 1 | 1 | 0.01% | 0.15% | 0.30% | Q2 2022 | Q3 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.72% | 0.79% | 0.86% | Q3 2022 | Q4 2022 | 2 |
South Street Advisors LLC | 1 | 1 | 0.20% | 0.26% | 0.31% | Q2 2022 | Q3 2023 | 2 |
Zions Bancorporation | 2 | 2 | 0.03% | 0.05% | 0.08% | Q2 2018 | Q3 2018 | 2 |
Mariner Wealth Advisors-Cincinnati, LLC | 2 | 2 | 0.05% | 0.07% | 0.10% | Q2 2018 | Q3 2018 | 2 |
MKP Capital Management, L.L.C. | 2 | 2 | 1.48% | 1.81% | 2.14% | Q2 2020 | Q3 2020 | 2 |
Tree Line Advisors (Hong Kong) Ltd. | 2 | 2 | 13.95% | 17.19% | 20.44% | Q2 2023 | Q3 2023 | 2 |
INCEPTIONR LLC | 2 | 2 | 0.23% | 0.37% | 0.50% | Q2 2023 | Q3 2023 | 2 |
Socorro Asset Management LP | 2 | 2 | 2.51% | 2.70% | 2.89% | Q3 2022 | Q4 2022 | 2 |
Stone Ridge Asset Management LLC | 2 | 2 | 0.24% | 0.61% | 0.97% | Q2 2018 | Q3 2018 | 2 |
Cassaday & Co Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Brainard Capital Management LLC | 2 | 2 | 0.26% | 0.26% | 0.27% | Q4 2022 | Q1 2023 | 2 |
Grant Street Asset Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.32% | 0.44% | 0.56% | Q2 2020 | Q4 2020 | 2 |
CLEAR INVESTMENT RESEARCH, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Curated Wealth Partners LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
CenturyLink Investment Management Co | 2 | 2 | 0.22% | 0.23% | 0.23% | Q2 2019 | Q3 2019 | 2 |
C Partners Holding GmbH | 2 | 2 | 0.04% | 0.07% | 0.09% | Q2 2018 | Q3 2018 | 2 |
PRIVATE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Fulcrum Equity Management | 1 | 1 | 0.00% | 0.25% | 0.50% | Q3 2019 | Q3 2023 | 2 |
CAHILL FINANCIAL ADVISORS INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
GILDER GAGNON HOWE & CO LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.08% | 0.10% | 0.12% | Q3 2018 | Q1 2020 | 2 |
WATERS PARKERSON & CO., LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
K.J. Harrison & Partners Inc | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2023 | 2 |
JD CAPITAL MANAGEMENT LLC | 2 | 2 | 1.43% | 1.65% | 1.86% | Q3 2020 | Q4 2020 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.17% | 0.18% | 0.19% | Q2 2021 | Q3 2021 | 2 |
APOGEM CAPITAL LLC | 2 | 2 | 0.70% | 0.76% | 0.82% | Q2 2022 | Q3 2022 | 2 |
Latitude Advisors, LLC | 2 | 2 | 0.29% | 0.29% | 0.29% | Q2 2023 | Q3 2023 | 2 |
Brick & Kyle, Associates | 1 | 1 | 0.24% | 0.28% | 0.31% | Q2 2018 | Q4 2018 | 2 |
Merriman Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BANK OF HAWAII | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
LEVIN CAPITAL STRATEGIES, L.P. | 2 | 2 | 0.05% | 0.08% | 0.12% | Q3 2020 | Q4 2020 | 2 |
Telemark Asset Management, LLC | 2 | 2 | 1.65% | 1.78% | 1.90% | Q1 2019 | Q2 2019 | 2 |
Northstar Group, Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Northside Capital Management, LLC | 2 | 2 | 0.06% | 0.08% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Edge Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Enterprise Bank & Trust Co | 2 | 2 | 0.16% | 0.16% | 0.17% | Q2 2023 | Q3 2023 | 2 |
FOSTER DYKEMA CABOT & CO INC/MA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
PETREDIS INVESTMENT ADVISORS LLC | 2 | 2 | 0.66% | 0.66% | 0.66% | Q2 2023 | Q3 2023 | 2 |
Family Management Corp | 2 | 2 | 0.06% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
EADS & HEALD WEALTH MANAGEMENT | 2 | 2 | 0.44% | 0.49% | 0.55% | Q2 2023 | Q3 2023 | 2 |
United Asset Strategies, Inc. | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
KEYSTONE INVESTORS PTE LTD | 2 | 2 | 0.24% | 0.43% | 0.62% | Q2 2023 | Q3 2023 | 2 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.01% | 0.04% | 0.08% | Q4 2021 | Q3 2022 | 2 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.05% | 0.05% | 0.06% | Q1 2019 | Q2 2022 | 2 |
Hendershot Investments Inc. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
OAK HILL WEALTH ADVISORS, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Palo Capital, Inc. | 2 | 2 | 0.15% | 0.16% | 0.16% | Q3 2018 | Q4 2018 | 2 |
Soros Fund Management | 1 | 1 | 0.08% | 0.26% | 0.44% | Q3 2023 | Q3 2023 | 2 |
James Hambro & Partners | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
BTG Pactual Global Asset Management Ltd | 1 | 1 | 0.59% | 0.59% | 0.59% | Q1 2020 | Q1 2020 | 2 |
Consilium Wealth Advisory, LLC | 2 | 2 | 0.25% | 0.26% | 0.27% | Q2 2023 | Q3 2023 | 2 |
JACKSON THORNTON ASSET MANAGEMENT, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
BRIGGS ADVISORY GROUP, INC. | 2 | 2 | 0.14% | 0.15% | 0.15% | Q2 2023 | Q3 2023 | 2 |
PURSUE WEALTH PARTNERS LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q1 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Harrison & Co Wealth Management, LLC | 2 | 2 | 0.63% | 0.67% | 0.71% | Q3 2022 | Q4 2022 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.08% | 0.34% | 0.60% | Q4 2022 | Q1 2023 | 2 |
MAS Advisors LLC | 2 | 2 | 0.35% | 0.35% | 0.36% | Q2 2023 | Q3 2023 | 2 |
Arkos Global Advisors | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Capricorn Fund Managers Ltd | 2 | 2 | 0.96% | 1.00% | 1.04% | Q2 2023 | Q3 2023 | 2 |
ERn Financial, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Pine Haven Investment Counsel, Inc | 2 | 2 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Wayfinding Financial, LLC | 2 | 2 | 0.22% | 0.23% | 0.24% | Q2 2023 | Q3 2023 | 2 |
BlueSpruce Investments, LP | 2 | 2 | 6.88% | 8.45% | 10.02% | Q1 2018 | Q2 2018 | 2 |
Greenland Capital Management LP | 1 | 1 | 0.05% | 0.05% | 0.06% | Q3 2023 | Q3 2023 | 2 |
Mount Capital Ltd | 2 | 2 | 0.98% | 0.99% | 1.01% | Q4 2022 | Q1 2023 | 2 |
Paralel Advisors LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Weiss Asset Management LP | 1 | 1 | 0.12% | 0.23% | 0.34% | Q3 2022 | Q1 2023 | 2 |
STUDIO INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.19% | 0.33% | 0.47% | Q2 2023 | Q3 2023 | 2 |
A.R.T. Advisors, LLC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q2 2018 | Q4 2019 | 2 |
JET CAPITAL INVESTORS L P | 2 | 2 | 6.36% | 6.79% | 7.23% | Q2 2023 | Q3 2023 | 2 |
MIROVA | 2 | 2 | 0.04% | 0.12% | 0.19% | Q3 2022 | Q4 2022 | 2 |
Noked Israel Ltd | 2 | 2 | 0.46% | 0.56% | 0.66% | Q1 2019 | Q2 2019 | 2 |
Exos TFP Holdings LLC | 2 | 2 | 0.07% | 0.11% | 0.15% | Q4 2022 | Q1 2023 | 2 |
BLODGETT WEALTH ADVISORS, LLC | 1 | 1 | 0.17% | 0.40% | 0.62% | Q1 2022 | Q3 2023 | 2 |
Aubrey Capital Management Ltd | 1 | 1 | 0.79% | 1.09% | 1.40% | Q1 2022 | Q3 2023 | 2 |
UNIONVIEW, LLC | 2 | 2 | 0.24% | 0.25% | 0.26% | Q4 2021 | Q1 2022 | 2 |
Walkner Condon Financial Advisors LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
MOTIVE WEALTH ADVISORS | 2 | 2 | 0.26% | 0.26% | 0.27% | Q2 2023 | Q3 2023 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.27% | 0.28% | 0.30% | Q2 2023 | Q3 2023 | 2 |
EdgeRock Capital LLC | 1 | 1 | 0.04% | 0.09% | 0.14% | Q3 2022 | Q3 2023 | 2 |
Owen LaRue, LLC | 2 | 2 | 0.24% | 0.47% | 0.70% | Q2 2023 | Q3 2023 | 2 |
AHL INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.18% | 0.19% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Glaxis Capital Management, LLC | 1 | 1 | 1.61% | 2.95% | 4.28% | Q4 2019 | Q2 2020 | 2 |
Cowen Prime Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
V-Square Quantitative Management LLC | 2 | 2 | 0.43% | 0.52% | 0.61% | Q2 2023 | Q3 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
GFS Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q3 2021 | 2 |
CAZ INVESTMENTS LP | 2 | 2 | 0.54% | 1.50% | 2.46% | Q1 2020 | Q2 2020 | 2 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.18% | 0.30% | 0.41% | Q4 2022 | Q2 2023 | 2 |
CONSILIO WEALTH ADVISORS, LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Capital Directions Investment Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Clarity Financial LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Merlin Capital, Inc | 1 | 1 | 0.24% | 0.73% | 1.22% | Q4 2021 | Q4 2021 | 2 |
Fortress Wealth Group, LLC | 2 | 2 | 0.17% | 0.19% | 0.20% | Q2 2023 | Q3 2023 | 2 |
6 Meridian | 2 | 2 | 0.16% | 0.18% | 0.20% | Q3 2021 | Q4 2021 | 2 |
Security Financial Services, INC. | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.16% | 0.18% | 0.19% | Q4 2018 | Q1 2019 | 2 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.08% | 0.16% | Q4 2018 | Q2 2021 | 2 |
Innovative Portfolios | 2 | 2 | 0.93% | 0.93% | 0.93% | Q3 2021 | Q4 2021 | 2 |
Deuterium Capital Management, LLC | 2 | 2 | 0.79% | 0.95% | 1.12% | Q2 2023 | Q3 2023 | 2 |
Cipher Capital LP | 1 | 1 | 0.20% | 0.39% | 0.58% | Q4 2022 | Q2 2023 | 2 |
JSF Financial, LLC | 1 | 1 | 0.24% | 0.26% | 0.28% | Q4 2021 | Q3 2023 | 2 |
CastleKnight Management LP | 2 | 2 | 0.05% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Franchise Capital Ltd | 2 | 2 | 1.59% | 5.86% | 10.13% | Q2 2023 | Q3 2023 | 2 |
NICHOLS & PRATT ADVISERS LLP /MA | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Concentric Capital Strategies, LP | 1 | 1 | 0.92% | 1.07% | 1.21% | Q1 2022 | Q3 2023 | 2 |
MEANS INVESTMENT CO., INC. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
WC Walker & Associates, Inc. | 2 | 2 | 0.17% | 0.21% | 0.25% | Q3 2022 | Q4 2022 | 2 |
Parker Financial LLC | 2 | 2 | 0.14% | 0.25% | 0.36% | Q2 2023 | Q3 2023 | 2 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 2 | 2 | 0.15% | 0.19% | 0.22% | Q4 2022 | Q1 2023 | 2 |
Simplify Asset Management Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Key Square Capital Management LLC | 1 | 1 | 3.26% | 3.26% | 3.26% | Q1 2022 | Q1 2022 | 1 |
Opera Trading Capital | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 1 | 1 | 1.41% | 1.41% | 1.41% | Q2 2018 | Q2 2018 | 1 |
FengHe Fund Management Pte. Ltd. | 1 | 1 | 8.46% | 8.46% | 8.46% | Q3 2022 | Q3 2022 | 1 |
Invictus RG | 1 | 1 | 2.19% | 2.19% | 2.19% | Q1 2019 | Q1 2019 | 1 |
Jump Trading, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2019 | Q1 2019 | 1 |
BEACON FINANCIAL GROUP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2019 | Q2 2019 | 1 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
NS Partners Ltd | 1 | 1 | 2.47% | 2.47% | 2.47% | Q2 2018 | Q2 2018 | 1 |
PAYDEN & RYGEL INVESTMENT GROUP | 1 | 1 | 1.43% | 1.43% | 1.43% | Q3 2023 | Q3 2023 | 1 |
Jericho Capital Asset Management L.P. | 1 | 1 | 8.36% | 8.36% | 8.36% | Q2 2019 | Q2 2019 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Relative Value Partners Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
BEACH INVESTMENT COUNSEL INC/PA | 1 | 1 | 1.56% | 1.56% | 1.56% | Q4 2021 | Q4 2021 | 1 |
LINCLUDEN MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CARLSON CAPITAL L P | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2023 | Q1 2023 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.59% | 0.59% | 0.59% | Q1 2023 | Q1 2023 | 1 |
Garelick Capital Partners, LP | 1 | 1 | 3.52% | 3.52% | 3.52% | Q4 2018 | Q4 2018 | 1 |
FIR TREE CAPITAL MANAGEMENT LP | 1 | 1 | 0.76% | 0.76% | 0.76% | Q2 2018 | Q2 2018 | 1 |
ASTURIAS CAPITAL LLC | 1 | 1 | 5.32% | 5.32% | 5.32% | Q2 2018 | Q2 2018 | 1 |
Empire Life Investments Inc. | 1 | 1 | 1.94% | 1.94% | 1.94% | Q2 2018 | Q2 2018 | 1 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2023 | Q2 2023 | 1 |
Sculptor Capital LP | 1 | 1 | 0.47% | 0.47% | 0.47% | Q1 2020 | Q1 2020 | 1 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Artal Group S.A. | 1 | 1 | 0.61% | 0.61% | 0.61% | Q1 2021 | Q1 2021 | 1 |
Nishkama Capital, LLC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q2 2019 | Q2 2019 | 1 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CAMDEN ASSET MANAGEMENT L P /CA | 1 | 1 | 1.18% | 1.18% | 1.18% | Q1 2020 | Q1 2020 | 1 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2022 | Q3 2022 | 1 |
KWMG, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Duquesne Family Office | 1 | 1 | 1.55% | 1.55% | 1.55% | Q3 2023 | Q3 2023 | 1 |
TCG Advisors, LP | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2020 | Q2 2020 | 1 |
Krane Funds Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Concorde Asset Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Barry Investment Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
P SCHOENFELD ASSET MANAGEMENT LP | 1 | 1 | 1.58% | 1.58% | 1.58% | Q3 2023 | Q3 2023 | 1 |
PHH Investments, Ltd. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2018 | Q2 2018 | 1 |
Community Financial Services Group, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Hilton Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
GRATRY & Co LLC | 1 | 1 | 1.50% | 1.50% | 1.50% | Q1 2018 | Q1 2018 | 1 |
WAFRA INC. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
LOCKERMAN FINANCIAL GROUP, INC. | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2023 | Q2 2023 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
MWA Asset Management | 1 | 1 | 3.08% | 3.08% | 3.08% | Q3 2023 | Q3 2023 | 1 |
Vahanian & Associates Financial Planning Inc. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2021 | Q4 2021 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
SORA INVESTORS LLC | 1 | 1 | 4.09% | 4.09% | 4.09% | Q1 2022 | Q1 2022 | 1 |
PZENA INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Union Investments & Development Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Ulrich Consultants & Investment Group, LLC | 1 | 1 | 1.40% | 1.40% | 1.40% | Q2 2022 | Q2 2022 | 1 |
SC&H Financial Advisors, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
AIRE ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Heritage Investment Group, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
Boulder Wealth Advisors, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2022 | Q4 2022 | 1 |
Goldstream Capital Management Ltd | 1 | 1 | 2.12% | 2.12% | 2.12% | Q3 2023 | Q3 2023 | 1 |
Level Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Metavasi Capital LP | 1 | 1 | 3.14% | 3.14% | 3.14% | Q2 2023 | Q2 2023 | 1 |
Regency Capital Management Inc.\DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Gould Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Insight Inv LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
O'Neil Global Advisors, Inc. | 1 | 1 | 0.87% | 0.87% | 0.87% | Q2 2023 | Q2 2023 | 1 |
Operose Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Westwood Wealth Management | 1 | 1 | 2.39% | 2.39% | 2.39% | Q3 2023 | Q3 2023 | 1 |
Boussard & Gavaudan Investment Management LLP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Skaana Management L.P. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Troluce Capital Advisors LLC | 1 | 1 | 1.67% | 1.67% | 1.67% | Q3 2023 | Q3 2023 | 1 |
Benedetti & Gucer, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
IronBridge Private Wealth, LLC | 1 | 1 | 2.70% | 2.70% | 2.70% | Q1 2021 | Q1 2021 | 1 |
Valliance Asset Management Ltd | 1 | 1 | 6.84% | 6.84% | 6.84% | Q3 2023 | Q3 2023 | 1 |
Eschler Asset Management LLP | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2022 | Q1 2022 | 1 |
AtonRa Partners | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2023 | Q3 2023 | 1 |
SAX WEALTH ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Crestone Asset Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
HFG Advisors, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Kula Investments, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2022 | Q2 2022 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ShoreHaven Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
Cassia Capital Partners, LLC | 1 | 1 | 1.90% | 1.90% | 1.90% | Q3 2021 | Q3 2021 | 1 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Wealth Management Partners, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
Family CFO Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MMA ASSET MANAGEMENT LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2020 | Q4 2020 | 1 |
Sterling Manor Financial, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q1 2021 | 1 |
Clear Perspectives Financial Planning, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Kesler, Norman & Wride, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Centennial Wealth Advisory LLC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q4 2020 | Q4 2020 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Vienna Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
McLean Asset Management Corp | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2023 | Q4 2023 | 1 |
Retireful, LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q3 2023 | Q3 2023 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 1.03% | 1.03% | 1.03% | Q1 2023 | Q1 2023 | 1 |
qPULA Trading Management LP | 1 | 1 | 1.30% | 1.30% | 1.30% | Q4 2021 | Q4 2021 | 1 |
WorthPointe, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Curbstone Financial Management Corp | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2023 | Q4 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2022 | Q1 2022 | 1 |
Walker Asset Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2023 | Q4 2023 | 1 |
One Day In July LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Bordeaux Wealth Advisors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
PERRITT CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TrueWealth Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2023 | Q3 2023 | 1 |
One01 Capital, LP | 1 | 1 | 2.52% | 2.52% | 2.52% | Q3 2023 | Q3 2023 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2023 | Q3 2023 | 1 |
CRITERION CAPITAL MANAGEMENT LLC | 1 | 1 | 2.38% | 2.38% | 2.38% | Q2 2018 | Q2 2018 | 1 |
Delap Wealth Advisory, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
OAKTREE CAPITAL MANAGEMENT LP | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2018 | Q4 2018 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
Truadvice, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
CTF Capital Management, LP | 1 | 1 | 11.43% | 11.43% | 11.43% | Q3 2023 | Q3 2023 | 1 |
ERN LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2022 | Q2 2022 | 1 |
WEALTH ADVISORS, INC. | 1 | 1 | 0.89% | 0.89% | 0.89% | Q4 2019 | Q4 2019 | 1 |
Dantai Capital Ltd | 1 | 1 | 0.75% | 0.75% | 0.75% | Q2 2023 | Q2 2023 | 1 |
Andar Capital Management HK Ltd | 1 | 1 | 9.59% | 9.59% | 9.59% | Q2 2023 | Q2 2023 | 1 |
Berry Street Capital Management LLP | 1 | 1 | 3.22% | 3.22% | 3.22% | Q2 2023 | Q2 2023 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2023 | Q2 2023 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
ProVise Management Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Callan Family Office, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Pinpoint Asset Management Ltd | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2019 | Q4 2019 | 1 |
Lafayette Investments | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Adams Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Maple Capital Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Vertex Planning Partners, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Texas Capital Bank Wealth Management Services Inc | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Carmignac Gestion | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CWS Financial Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Platte River Wealth Advisors, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2019 | Q4 2019 | 1 |
Virtus Investment Advisers, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Saturna Capital CORP | 1 | 1 | 0.76% | 0.76% | 0.76% | Q3 2023 | Q3 2023 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Apella Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
GARDNER LEWIS ASSET MANAGEMENT L P | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
MGO Private Wealth, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CFM WEALTH PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Weil Company, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Acropolis Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
RAMIUS ADVISORS LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2022 | Q3 2022 | 1 |
Atlas Private Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Provident Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q2 2022 | Q2 2022 | 1 |
Modus Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
LRT Capital Management, LLC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q3 2023 | Q3 2023 | 1 |
Capital Square, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Lineweaver Wealth Advisors, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
CBIZ Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Castle Creek Arbitrage, LLC | 1 | 1 | 1.77% | 1.77% | 1.77% | Q1 2019 | Q1 2019 | 1 |
Elliott Investment Management L.P. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
CXI Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Chimera Capital Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2022 | Q3 2022 | 1 |
Woodline Partners LP | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2021 | Q1 2021 | 1 |
Rothschild & Co Wealth Management UK Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
Ronit Capital LLP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
Koesten, Hirschmann & Crabtree, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Quilter Plc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TWINBEECH CAPITAL LP | 1 | 1 | 1.26% | 1.26% | 1.26% | Q1 2023 | Q1 2023 | 1 |
Ipsen Advisor Group LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2022 | Q4 2022 | 1 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2022 | Q3 2022 | 1 |
PUBLIC INVESTMENT FUND | 1 | 1 | 0.78% | 0.78% | 0.78% | Q1 2020 | Q1 2020 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 2.61% | 2.61% | 2.61% | Q3 2023 | Q3 2023 | 1 |
H2O AM LLP | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2020 | Q1 2020 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
AlphaQ Advisors LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
MENTA CAPITAL LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2019 | Q1 2019 | 1 |
Delta Financial Group, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Paradigm Financial Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
West Tower Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Bensler, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Susquehanna International Group Ltd. | 1 | 1 | 0.66% | 0.66% | 0.66% | Q2 2022 | Q2 2022 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Strait & Sound Wealth Management LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
Ensemble Capital Management | 1 | 1 | 3.44% | 3.44% | 3.44% | Q2 2018 | Q2 2018 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HARBER ASSET MANAGEMENT LLC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q2 2018 | Q2 2018 | 1 |
Granite Harbor Advisors, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
Foundry Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Baron Wealth Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
Ratio Wealth Group | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
PETRA FINANCIAL ADVISORS INC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2023 | Q3 2023 | 1 |
Eaton Financial Holdings Company, LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2023 | Q3 2023 | 1 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.07% | 1.07% | 1.07% | Q2 2021 | Q2 2021 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Bollard Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
EVEXIA WEALTH LLC | 1 | 1 | 2.57% | 2.57% | 2.57% | Q3 2023 | Q3 2023 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Granite Point Capital Management, L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
WealthOne, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Silicon Valley Community Foundation | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Cynosure Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
ACIMA PRIVATE WEALTH, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1 | 1 | 2.83% | 2.83% | 2.83% | Q3 2023 | Q3 2023 | 1 |
Kure Advisory, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
RAM Investment Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2023 | Q4 2023 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
Kavar Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Shelter Haven Capital Management, L.P. | 1 | 1 | 4.88% | 4.88% | 4.88% | Q1 2020 | Q1 2020 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
Cerebellum GP, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2018 | Q3 2018 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 1.46% | 1.46% | 1.46% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
ROGCO, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
Next Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2023 | Q3 2023 | 1 |
BANCED CORP | 1 | 1 | 0.79% | 0.79% | 0.79% | Q4 2018 | Q4 2018 | 1 |
United Community Bank | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 1.92% | 1.92% | 1.92% | Q3 2023 | Q3 2023 | 1 |
Savoie Capital LLC | 1 | 1 | 1.44% | 1.44% | 1.44% | Q3 2023 | Q3 2023 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Jeneq Management LP | 1 | 1 | 1.26% | 1.26% | 1.26% | Q4 2018 | Q4 2018 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.76% | 0.76% | 0.76% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2023 | Q4 2023 | 1 |
Beacon Pointe Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
CloudAlpha Capital Management Limited/Hong Kong | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 1.34% | 1.34% | 1.34% | Q3 2023 | Q3 2023 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Winthrop Advisory Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
JS Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Lutz Financial Services LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Three Peaks Capital Management, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2018 | Q2 2018 | 1 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Rheos Capital Works Inc. | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2023 | Q3 2023 | 1 |
Q3 Asset Management | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
Titus Wealth Management | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
WealthTrust-Arizona, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
PRINCETON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2023 | Q3 2023 | 1 |
Ellenbecker Investment Group | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Brenner West Capital Advisors | 1 | 1 | 3.43% | 3.43% | 3.43% | Q2 2018 | Q2 2018 | 1 |
Game Creek Capital, LP | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2018 | Q2 2018 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2022 | Q4 2022 | 1 |
BILL & MELINDA GATES FOUNDATION TRUST | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FCG ADVISORS, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
Barnett & Company, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ASCEND CAPITAL, LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2018 | Q3 2018 | 1 |
Wallington Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Horizon Investment Services, LLC | 1 | 1 | 1.64% | 1.64% | 1.64% | Q3 2023 | Q3 2023 | 1 |
MEYER HANDELMAN CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Keeler Thomas Management LLC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q1 2022 | Q1 2022 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2018 | Q2 2018 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
WINMILL & CO. INC | 1 | 1 | 1.64% | 1.64% | 1.64% | Q3 2019 | Q3 2019 | 1 |
Truepoint, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Jabre Capital Partners S.A. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Global X Management CO LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Idaho Trust Bank | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
HORIZON BANCORP INC /IN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Smart Money Group LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
PRECEPT MANAGEMENT LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2019 | Q2 2019 | 1 |
ALTFEST L J & CO INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
HYMAN CHARLES D | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Palisade Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Polar Capital LLP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
HERMES INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2018 | Q2 2018 | 1 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
GERMAN AMERICAN BANCORP, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
MD Financial Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Islet Management, LP | 1 | 1 | 0.70% | 0.70% | 0.70% | Q1 2019 | Q1 2019 | 1 |
RAMSEY QUANTITATIVE SYSTEMS | 1 | 1 | 1.39% | 1.39% | 1.39% | Q2 2021 | Q2 2021 | 1 |
Sturgeon Ventures LLP | 1 | 1 | 2.01% | 2.01% | 2.01% | Q1 2019 | Q1 2019 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2018 | Q2 2018 | 1 |
NORTHPOINTE CAPITAL LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2019 | Q2 2019 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
XTX MARKETS LLC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q1 2020 | Q1 2020 | 1 |
Fore Capital, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2019 | Q2 2019 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2020 | Q1 2020 | 1 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2018 | Q2 2018 | 1 |
FLC Capital Advisors | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Quantamental Technologies LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2022 | Q2 2022 | 1 |
FULTON BREAKEFIELD BROENNIMAN LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Peterson Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Crescent Grove Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Artisan Partners Limited Partnership | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2018 | Q2 2018 | 1 |
COWEN INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
BAR HARBOR TRUST SERVICES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BRR OpCo, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
SIRIOS CAPITAL MANAGEMENT L P | 1 | 1 | 1.16% | 1.16% | 1.16% | Q2 2018 | Q2 2018 | 1 |
HONEYWELL INTERNATIONAL INC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2018 | Q2 2018 | 1 |
ANDERSON HOAGLAND & CO | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.78% | 0.78% | 0.78% | Q3 2023 | Q3 2023 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Addison Capital Co | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2018 | Q2 2018 | 1 |
AO Asset Management, LP | 1 | 1 | 3.06% | 3.06% | 3.06% | Q3 2019 | Q3 2019 | 1 |
Petrus Trust Company, LTA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Surevest, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
FIDELITY D & D BANCORP INC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q3 2023 | Q3 2023 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Antonetti Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Summit X, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
ADVENT CAPITAL MANAGEMENT /DE/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 0.86% | 0.86% | 0.86% | Q1 2023 | Q1 2023 | 1 |
Premia Global Advisors, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2019 | Q1 2019 | 1 |
Ostrum Asset Management U.S., LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
ORRSTOWN FINANCIAL SERVICES INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Numen Capital LLP | 1 | 1 | 1.82% | 1.82% | 1.82% | Q2 2019 | Q2 2019 | 1 |
CAMPBELL CAPITAL MANAGEMENT INC | 1 | 1 | 2.16% | 2.16% | 2.16% | Q1 2022 | Q1 2022 | 1 |
JBF Capital, Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
RiverPark Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2018 | Q2 2018 | 1 |
Sassicaia Capital Advisers LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q2 2023 | 1 |
Jafra Capital Management LP | 1 | 1 | 0.63% | 0.63% | 0.63% | Q2 2018 | Q2 2018 | 1 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Anson Funds Management LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
PARTHENON LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Lucha Capital Management, LP | 1 | 1 | 2.97% | 2.97% | 2.97% | Q3 2018 | Q3 2018 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.84% | 0.84% | 0.84% | Q4 2019 | Q4 2019 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Syverson Strege & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
AidennLair Capital Management LP | 1 | 1 | 2.99% | 2.99% | 2.99% | Q2 2018 | Q2 2018 | 1 |
Blue Pool Management Ltd. | 1 | 1 | 4.38% | 4.38% | 4.38% | Q2 2018 | Q2 2018 | 1 |
ANGELO GORDON & CO., L.P. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2020 | Q1 2020 | 1 |
Honeycomb Asset Management LP | 1 | 1 | 4.04% | 4.04% | 4.04% | Q1 2022 | Q1 2022 | 1 |
Ulysses Management LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
Baskin Financial Services Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Kepos Capital LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2019 | Q3 2019 | 1 |
Bach Option Ltd | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2018 | Q2 2018 | 1 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
EA Series Trust | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2023 | Q2 2023 | 1 |
Eidelman Virant Capital | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Blue Rock Advisors, LLC | 1 | 1 | 3.06% | 3.06% | 3.06% | Q2 2020 | Q2 2020 | 1 |
ROOSEVELT INVESTMENT GROUP LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
External links
This page lists all the filers that currently own BROADCOM INC or have owned BROADCOM INC in the past.