Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.53% | 2.01% | Q2 2013 | Q3 2023 | 113 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 109 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 108 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 107 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 99 |
Citadel Advisors | 41 | 41 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q3 2023 | 97 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.13% | Q1 2012 | Q3 2023 | 95 |
TORONTO DOMINION BANK | 43 | 43 | 0.00% | 0.67% | 3.00% | Q1 2013 | Q3 2023 | 83 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.69% | 1.86% | Q2 2013 | Q3 2023 | 78 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.04% | 0.07% | Q1 2012 | Q3 2023 | 71 |
JANE STREET GROUP, LLC | 31 | 7 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 64 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.05% | 0.24% | 0.60% | Q1 2009 | Q3 2023 | 59 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 56 |
D. E. Shaw & Co., Inc. | 34 | 7 | 0.00% | 0.08% | 0.38% | Q2 2013 | Q3 2023 | 54 |
TWO SIGMA INVESTMENTS, LP | 19 | 4 | 0.00% | 0.10% | 0.57% | Q2 2014 | Q3 2023 | 54 |
WOLVERINE TRADING, LLC | 9 | 1 | 0.00% | 0.01% | 0.22% | Q2 2016 | Q3 2023 | 53 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.02% | 0.24% | Q2 2013 | Q2 2018 | 52 |
CAPITAL FUND MANAGEMENT S.A. | 14 | 1 | 0.00% | 0.04% | 0.33% | Q2 2013 | Q4 2021 | 52 |
Twin Tree Management, LP | 11 | 1 | 0.00% | 0.04% | 0.18% | Q4 2012 | Q4 2022 | 50 |
CIBC WORLD MARKET INC. | 42 | 42 | 0.00% | 2.25% | 3.71% | Q2 2013 | Q3 2023 | 50 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 50 |
MUFG Americas Holdings Corp | 48 | 48 | 0.01% | 0.01% | 0.02% | Q4 2010 | Q3 2022 | 48 |
M&T BANK CORP | 37 | 37 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 48 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.12% | 0.32% | 0.88% | Q4 2011 | Q3 2023 | 48 |
MILLENNIUM MANAGEMENT LLC | 18 | 2 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q3 2023 | 47 |
First Horizon Advisors, Inc. | 47 | 47 | 0.00% | 0.01% | 0.04% | Q1 2012 | Q3 2023 | 47 |
Cutler Group LLC / CA | 12 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q4 2022 | 46 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 45 |
Franklin, Parlapiano, Turner & Welch, LLC | 44 | 44 | 1.61% | 2.13% | 2.70% | Q4 2012 | Q3 2023 | 44 |
Broderick Brian C | 44 | 44 | 2.54% | 3.19% | 3.77% | Q4 2012 | Q3 2023 | 44 |
PUZO MICHAEL J | 44 | 44 | 2.82% | 3.61% | 4.06% | Q4 2012 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.01% | 0.01% | 0.02% | Q4 2012 | Q3 2023 | 44 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 44 |
SOMERVILLE KURT F | 44 | 44 | 3.15% | 3.77% | 4.37% | Q4 2012 | Q3 2023 | 44 |
Heronetta Management, L.P. | 44 | 44 | 1.50% | 4.04% | 7.02% | Q4 2012 | Q3 2023 | 44 |
Cetera Advisor Networks LLC | 43 | 43 | 0.01% | 0.03% | 0.12% | Q1 2013 | Q3 2023 | 43 |
BANK OF NOVA SCOTIA | 43 | 43 | 0.78% | 1.54% | 2.52% | Q1 2013 | Q3 2023 | 43 |
Pekin Hardy Strauss, Inc. | 43 | 43 | 0.22% | 0.53% | 0.80% | Q1 2013 | Q3 2023 | 43 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 43 | 43 | 0.03% | 0.55% | 1.58% | Q1 2013 | Q3 2023 | 43 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.03% | 0.73% | 1.32% | Q2 2013 | Q3 2023 | 43 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.17% | 0.55% | Q3 2013 | Q3 2023 | 43 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 43 | 43 | 0.81% | 1.59% | 2.56% | Q1 2013 | Q3 2023 | 43 |
CHEMUNG CANAL TRUST CO | 43 | 43 | 0.52% | 0.79% | 1.32% | Q2 2013 | Q4 2023 | 43 |
NEVILLE RODIE & SHAW INC | 43 | 43 | 0.05% | 0.10% | 0.14% | Q2 2013 | Q4 2023 | 43 |
Kidder Stephen W | 42 | 1 | 2.51% | 3.31% | 3.98% | Q4 2012 | Q3 2023 | 43 |
BALDWIN BROTHERS LLC/MA | 43 | 43 | 0.09% | 0.17% | 0.26% | Q2 2013 | Q4 2023 | 43 |
SHEETS SMITH WEALTH MANAGEMENT | 43 | 43 | 0.56% | 0.76% | 0.94% | Q1 2013 | Q3 2023 | 43 |
Creative Planning | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 43 |
First Financial Bank - Trust Division | 43 | 43 | 0.38% | 0.71% | 1.12% | Q2 2013 | Q4 2023 | 43 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 43 |
M&R CAPITAL MANAGEMENT INC | 43 | 43 | 0.11% | 0.20% | 0.29% | Q2 2013 | Q4 2023 | 43 |
Hemenway Trust Co LLC | 43 | 43 | 2.25% | 3.06% | 3.82% | Q1 2013 | Q3 2023 | 43 |
Estabrook Capital Management | 42 | 42 | 0.12% | 0.20% | 0.25% | Q2 2013 | Q3 2023 | 42 |
Fiera Capital Corp | 42 | 42 | 1.08% | 2.02% | 4.79% | Q2 2013 | Q3 2023 | 42 |
SCOTIA CAPITAL INC. | 42 | 42 | 1.64% | 2.22% | 3.23% | Q2 2013 | Q3 2023 | 42 |
BANK OF NOVA SCOTIA TRUST CO | 42 | 42 | 3.38% | 4.04% | 5.20% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.01% | 0.13% | 0.23% | Q2 2013 | Q3 2023 | 42 |
GUARDIAN CAPITAL ADVISORS LP | 42 | 42 | 1.80% | 2.85% | 3.94% | Q2 2013 | Q3 2023 | 42 |
STONE RUN CAPITAL, LLC | 42 | 42 | 0.17% | 0.22% | 0.28% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CREDIT SUISSE AG/ | 40 | 40 | 0.00% | 0.12% | 0.48% | Q4 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.01% | 0.13% | 0.23% | Q2 2013 | Q3 2023 | 42 |
TODD ASSET MANAGEMENT LLC | 42 | 42 | 0.29% | 0.51% | 0.67% | Q2 2013 | Q3 2023 | 42 |
JOHNSON INVESTMENT COUNSEL INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BECK MACK & OLIVER LLC | 42 | 42 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
L. Roy Papp & Associates, LLP | 42 | 42 | 2.24% | 3.19% | 4.30% | Q2 2013 | Q3 2023 | 42 |
Hanson & Doremus Investment Management | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BOWEN HANES & CO INC | 42 | 42 | 0.20% | 0.83% | 1.68% | Q2 2013 | Q3 2023 | 42 |
CARRET ASSET MANAGEMENT, LLC | 42 | 42 | 0.71% | 0.97% | 1.26% | Q2 2013 | Q3 2023 | 42 |
WINDWARD CAPITAL MANAGEMENT CO /CA | 42 | 42 | 1.86% | 2.61% | 3.74% | Q2 2013 | Q3 2023 | 42 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42 | 42 | 0.00% | 0.06% | 0.41% | Q2 2013 | Q3 2023 | 42 |
Saturna Capital CORP | 42 | 42 | 0.78% | 1.11% | 1.49% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.16% | 0.20% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Burgundy Asset Management Ltd. | 42 | 42 | 0.66% | 1.62% | 2.44% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.12% | 0.20% | 0.30% | Q2 2013 | Q3 2023 | 42 |
NORTHEAST INVESTMENT MANAGEMENT | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
ARS Investment Partners, LLC | 42 | 42 | 0.16% | 0.23% | 0.33% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Hendershot Investments Inc. | 42 | 42 | 0.14% | 2.07% | 4.34% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Exchange Capital Management, Inc. | 42 | 42 | 0.15% | 0.84% | 2.69% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.09% | 0.17% | 0.34% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VERMONT | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
HYMAN CHARLES D | 42 | 42 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
1832 Asset Management L.P. | 42 | 42 | 0.72% | 1.93% | 2.60% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
DF DENT & CO INC | 42 | 42 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 42 | 42 | 1.58% | 2.64% | 3.80% | Q2 2013 | Q3 2023 | 42 |
Scheer, Rowlett & Associates Investment Management Ltd. | 42 | 42 | 4.08% | 5.69% | 8.39% | Q2 2013 | Q3 2023 | 42 |
Barnett & Company, Inc. | 42 | 42 | 1.51% | 2.23% | 3.66% | Q2 2013 | Q3 2023 | 42 |
HARDING LOEVNER LP | 42 | 42 | 1.20% | 2.38% | 3.63% | Q2 2013 | Q3 2023 | 42 |
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | 42 | 42 | 0.84% | 1.23% | 1.68% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.01% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 42 |
ROBERTS GLORE & CO INC /IL/ | 42 | 42 | 0.24% | 0.39% | 0.53% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.04% | 0.14% | 0.29% | Q2 2013 | Q3 2023 | 42 |
PARSONS CAPITAL MANAGEMENT INC/RI | 42 | 42 | 0.19% | 0.27% | 0.36% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.13% | 0.18% | 0.21% | Q2 2012 | Q4 2022 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.13% | 0.19% | 0.32% | Q2 2013 | Q3 2023 | 42 |
ROTHSCHILD INVESTMENT LLC /IL | 42 | 42 | 0.23% | 0.31% | 0.36% | Q2 2013 | Q3 2023 | 42 |
INTACT INVESTMENT MANAGEMENT INC. | 42 | 42 | 1.04% | 2.31% | 3.71% | Q2 2013 | Q3 2023 | 42 |
MCKINLEY CAPITAL MANAGEMENT LLC | 42 | 42 | 0.01% | 0.21% | 1.51% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 2.31% | 3.04% | 4.75% | Q2 2013 | Q3 2023 | 42 |
Hillsdale Investment Management Inc. | 42 | 42 | 0.29% | 1.07% | 1.88% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.01% | 0.09% | 0.14% | Q2 2013 | Q3 2023 | 42 |
DIVIDEND ASSETS CAPITAL, LLC | 42 | 42 | 0.54% | 1.49% | 2.83% | Q2 2013 | Q3 2023 | 42 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 42 | 42 | 0.07% | 0.64% | 1.78% | Q2 2013 | Q3 2023 | 42 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 42 | 42 | 0.64% | 1.30% | 1.89% | Q2 2013 | Q3 2023 | 42 |
PITTENGER & ANDERSON INC | 42 | 42 | 0.07% | 0.17% | 0.25% | Q2 2013 | Q3 2023 | 42 |
SCHWARTZ INVESTMENT COUNSEL INC | 42 | 42 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Reynders McVeigh Capital Management, LLC | 42 | 42 | 1.78% | 2.66% | 3.46% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.01% | 0.10% | 0.38% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.01% | 0.07% | 0.41% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.04% | 0.40% | 0.57% | Q2 2013 | Q3 2023 | 42 |
Beutel, Goodman & Co Ltd. | 42 | 42 | 2.46% | 3.68% | 4.79% | Q2 2013 | Q3 2023 | 42 |
PATTEN & PATTEN INC/TN | 42 | 42 | 0.79% | 1.09% | 1.49% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.04% | 0.12% | 0.23% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.07% | 0.89% | 2.48% | Q2 2013 | Q3 2023 | 42 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 42 | 42 | 2.57% | 3.27% | 4.50% | Q2 2013 | Q3 2023 | 42 |
CONGRESS ASSET MANAGEMENT CO /MA | 42 | 42 | 0.00% | 0.87% | 1.95% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.03% | 0.15% | Q2 2013 | Q3 2023 | 42 |
LVM CAPITAL MANAGEMENT LTD/MI | 42 | 42 | 0.10% | 0.15% | 0.20% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
LEVIN CAPITAL STRATEGIES, L.P. | 42 | 42 | 0.02% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Alberta Investment Management Corp | 42 | 42 | 0.04% | 1.57% | 3.45% | Q2 2013 | Q3 2023 | 42 |
DILLON & ASSOCIATES INC | 42 | 42 | 1.70% | 2.25% | 2.74% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.11% | 0.20% | 0.28% | Q2 2013 | Q3 2023 | 42 |
MONTRUSCO BOLTON INVESTMENTS INC. | 42 | 42 | 0.08% | 1.78% | 4.06% | Q2 2013 | Q3 2023 | 42 |
WMS Partners, LLC | 42 | 42 | 0.07% | 0.22% | 0.42% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 1.30% | 2.03% | 2.64% | Q2 2013 | Q3 2023 | 42 |
Private Capital Advisors, Inc. | 42 | 42 | 0.81% | 1.31% | 1.85% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.11% | 0.32% | 0.67% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.08% | 0.20% | 0.32% | Q2 2013 | Q3 2023 | 42 |
Raub Brock Capital Management LP | 42 | 42 | 3.51% | 4.18% | 4.88% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
FDx Advisors, Inc. | 42 | 42 | 0.02% | 0.10% | 0.44% | Q2 2013 | Q3 2023 | 42 |
Osher Van de Voorde Investment Management | 42 | 42 | 2.84% | 3.81% | 4.84% | Q2 2013 | Q3 2023 | 42 |
Addenda Capital Inc. | 42 | 42 | 1.59% | 3.38% | 4.74% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.16% | 0.34% | 0.67% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.03% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 42 |
TCI Wealth Advisors, Inc. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q1 2023 | 42 |
CANADA PENSION PLAN INVESTMENT BOARD | 32 | 10 | 0.00% | 0.15% | 0.79% | Q1 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.09% | 0.12% | 0.16% | Q2 2013 | Q3 2023 | 42 |
GLENMEDE TRUST CO NA | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
KING LUTHER CAPITAL MANAGEMENT CORP | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 42 | 42 | 0.04% | 0.07% | 0.09% | Q2 2013 | Q3 2023 | 42 |
JARISLOWSKY, FRASER Ltd | 42 | 42 | 3.91% | 5.52% | 7.68% | Q2 2013 | Q3 2023 | 42 |
GUARDIAN CAPITAL LP | 42 | 42 | 1.12% | 2.18% | 4.20% | Q2 2013 | Q3 2023 | 42 |
SHELL ASSET MANAGEMENT CO | 42 | 42 | 0.15% | 0.26% | 0.38% | Q2 2013 | Q3 2023 | 42 |
LAZARD ASSET MANAGEMENT LLC | 42 | 42 | 0.00% | 0.08% | 0.19% | Q2 2013 | Q3 2023 | 42 |
PETTYJOHN, WOOD & WHITE, INC | 42 | 42 | 0.08% | 0.31% | 0.58% | Q2 2013 | Q3 2023 | 42 |
BILL & MELINDA GATES FOUNDATION TRUST | 42 | 42 | 4.46% | 7.62% | 18.24% | Q2 2013 | Q3 2023 | 42 |
FIRST FINANCIAL CORP /IN/ | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
OLD NATIONAL BANCORP /IN/ | 42 | 42 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2023 | 42 |
Douglass Winthrop Advisors, LLC | 42 | 42 | 1.96% | 2.36% | 2.90% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Boston Trust Walden Corp | 41 | 41 | 0.03% | 0.04% | 0.06% | Q3 2013 | Q3 2023 | 41 |
JLB & ASSOCIATES INC | 26 | 15 | 0.59% | 1.41% | 1.84% | Q2 2013 | Q3 2023 | 41 |
Advisors Asset Management, Inc. | 30 | 11 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.06% | 0.15% | 0.26% | Q2 2013 | Q3 2023 | 41 |
MACKENZIE FINANCIAL CORP | 30 | 11 | 0.70% | 1.49% | 2.32% | Q2 2013 | Q3 2023 | 41 |
FORBES J M & CO LLP | 41 | 41 | 0.06% | 0.07% | 0.09% | Q3 2013 | Q3 2023 | 41 |
Parallax Volatility Advisers, L.P. | 11 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2019 | 41 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q2 2023 | 41 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q1 2017 | 41 |
BRADLEY FOSTER & SARGENT INC/CT | 28 | 13 | 0.29% | 0.78% | 1.35% | Q2 2013 | Q3 2023 | 41 |
OPTIMUM INVESTMENT ADVISORS | 34 | 7 | 0.09% | 0.13% | 0.16% | Q3 2013 | Q4 2023 | 41 |
J.P. Morgan Private Wealth Advisors LLC | 40 | 1 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 41 |
Evercore Wealth Management, LLC | 41 | 41 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2023 | 41 |
Endurance Wealth Management, Inc. | 41 | 41 | 0.05% | 0.28% | 0.40% | Q2 2013 | Q2 2023 | 41 |
MACQUARIE GROUP LTD | 27 | 14 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 41 |
CULLEN/FROST BANKERS, INC. | 22 | 19 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
DOHENY ASSET MANAGEMENT /CA | 36 | 5 | 0.16% | 0.64% | 1.95% | Q2 2013 | Q3 2023 | 41 |
DAVIS R M INC | 41 | 41 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 41 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 35 | 6 | 0.13% | 0.54% | 1.40% | Q2 2013 | Q3 2023 | 41 |
DekaBank Deutsche Girozentrale | 41 | 41 | 0.02% | 0.08% | 0.23% | Q3 2013 | Q3 2023 | 41 |
BlackRock Inc. | 27 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
HARTLINE INVESTMENT CORP/ | 37 | 4 | 0.08% | 0.13% | 0.17% | Q2 2013 | Q3 2023 | 41 |
PEAK6 Investments LLC | 15 | 1 | 0.00% | 0.01% | 0.08% | Q3 2018 | Q3 2023 | 41 |
CYPRESS ASSET MANAGEMENT INC/TX | 41 | 41 | 0.31% | 0.45% | 0.65% | Q2 2013 | Q2 2023 | 41 |
BAXTER BROS INC | 30 | 11 | 0.16% | 0.36% | 0.62% | Q2 2013 | Q3 2023 | 41 |
First City Capital Management, Inc. | 28 | 13 | 0.16% | 0.27% | 1.16% | Q2 2013 | Q3 2023 | 41 |
PCJ Investment Counsel Ltd. | 41 | 41 | 0.61% | 3.76% | 5.98% | Q2 2013 | Q2 2023 | 41 |
Callahan Advisors, LLC | 28 | 12 | 0.11% | 1.20% | 1.71% | Q2 2013 | Q3 2023 | 40 |
BOKF, NA | 25 | 6 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 40 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 40 | 40 | 0.02% | 0.08% | 0.16% | Q4 2013 | Q3 2023 | 40 |
PRICE T ROWE ASSOCIATES INC /MD/ | 37 | 3 | 0.00% | 0.00% | 0.05% | Q2 2013 | Q3 2023 | 40 |
CITY HOLDING CO | 40 | 40 | 0.01% | 0.03% | 0.06% | Q4 2013 | Q3 2023 | 40 |
NORRIS PERNE & FRENCH LLP/MI | 32 | 4 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.01% | 0.14% | 0.39% | Q4 2013 | Q3 2023 | 40 |
PECAUT & CO. | 40 | 40 | 0.22% | 0.61% | 0.86% | Q4 2013 | Q3 2023 | 40 |
Notis-McConarty Edward | 40 | 40 | 1.50% | 2.14% | 3.03% | Q4 2013 | Q3 2023 | 40 |
Page Arthur B | 40 | 40 | 2.32% | 3.13% | 4.08% | Q4 2013 | Q3 2023 | 40 |
WEYBOSSET RESEARCH & MANAGEMENT LLC | 35 | 5 | 3.77% | 4.44% | 5.18% | Q2 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.01% | 0.03% | 0.12% | Q4 2013 | Q3 2023 | 40 |
Tower Research Capital LLC (TRC) | 22 | 4 | 0.00% | 0.04% | 0.42% | Q2 2013 | Q3 2023 | 40 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 39 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 40 |
Cambridge Investment Research Advisors, Inc. | 40 | 40 | 0.01% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 40 |
JCIC Asset Management Inc. | 33 | 2 | 0.00% | 0.67% | 4.11% | Q3 2013 | Q3 2023 | 39 |
Connor, Clark & Lunn Investment Management Ltd. | 39 | 39 | 2.23% | 3.60% | 4.96% | Q1 2014 | Q3 2023 | 39 |
COMERICA BANK | 39 | 39 | 0.03% | 0.07% | 0.15% | Q2 2013 | Q4 2022 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.09% | 0.16% | Q1 2014 | Q3 2023 | 39 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 39 | 39 | 0.17% | 0.57% | 1.33% | Q2 2013 | Q4 2022 | 39 |
Cardinal Capital Management, Inc. | 39 | 39 | 0.03% | 3.34% | 6.30% | Q1 2014 | Q3 2023 | 39 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.02% | 0.04% | 0.08% | Q1 2014 | Q3 2023 | 39 |
Moors & Cabot, Inc. | 39 | 39 | 0.04% | 0.10% | 0.21% | Q1 2014 | Q3 2023 | 39 |
FAGAN ASSOCIATES, INC. | 39 | 39 | 0.10% | 0.24% | 0.63% | Q1 2014 | Q3 2023 | 39 |
FINANCIAL COUNSELORS INC | 28 | 11 | 0.01% | 0.03% | 0.07% | Q4 2013 | Q3 2023 | 39 |
BLUESTEIN R H & CO LLC | 38 | 38 | 0.04% | 0.08% | 0.22% | Q2 2013 | Q3 2022 | 38 |
Smithfield Trust Co | 38 | 38 | 0.00% | 0.01% | 0.06% | Q2 2014 | Q3 2023 | 38 |
American Research & Management Co. | 38 | 38 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 38 |
AGF INVESTMENTS INC. | 38 | 38 | 0.29% | 0.73% | 1.45% | Q2 2013 | Q3 2022 | 38 |
Janney Montgomery Scott LLC | 30 | 8 | 0.01% | 0.06% | 0.17% | Q1 2014 | Q3 2023 | 38 |
WELCH & FORBES LLC | 38 | 38 | 0.01% | 0.03% | 0.04% | Q2 2014 | Q3 2023 | 38 |
REGENTATLANTIC CAPITAL LLC | 38 | 38 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2022 | 38 |
Baskin Financial Services Inc. | 37 | 1 | 0.08% | 1.30% | 3.15% | Q4 2011 | Q3 2023 | 38 |
NATIXIS | 38 | 38 | 0.00% | 0.02% | 0.09% | Q4 2013 | Q1 2023 | 38 |
SYNOVUS FINANCIAL CORP | 29 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 38 |
LINCLUDEN MANAGEMENT LTD | 36 | 1 | 0.00% | 1.77% | 4.67% | Q2 2013 | Q3 2023 | 37 |
ROCKY MOUNTAIN ADVISERS, LLC | 37 | 37 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 37 |
Korea Investment CORP | 35 | 1 | 0.06% | 0.13% | 0.24% | Q2 2013 | Q3 2023 | 37 |
Renaissance Technologies | 25 | 4 | 0.00% | 0.05% | 0.19% | Q2 2013 | Q3 2023 | 37 |
GUGGENHEIM CAPITAL LLC | 23 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 37 |
PITCAIRN CO | 19 | 2 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 37 |
CHOREO, LLC | 29 | 1 | 0.02% | 0.04% | 0.09% | Q1 2014 | Q3 2023 | 37 |
MURPHY CAPITAL MANAGEMENT INC | 37 | 37 | 0.05% | 0.08% | 0.17% | Q2 2013 | Q2 2022 | 37 |
Sky Investment Group LLC | 19 | 2 | 0.05% | 0.09% | 0.14% | Q4 2013 | Q3 2023 | 36 |
Candriam S.C.A. | 36 | 36 | 0.01% | 0.12% | 0.85% | Q4 2014 | Q3 2023 | 36 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 36 | 36 | 0.02% | 0.10% | 0.22% | Q4 2014 | Q3 2023 | 36 |
VANGUARD GROUP INC | 35 | 1 | 0.00% | 0.06% | 0.08% | Q4 2013 | Q3 2023 | 36 |
State of Tennessee, Treasury Department | 36 | 36 | 0.09% | 0.28% | 0.41% | Q4 2014 | Q3 2023 | 36 |
First Personal Financial Services | 36 | 36 | 0.14% | 0.23% | 0.62% | Q4 2014 | Q3 2023 | 36 |
KWMG, LLC | 36 | 36 | 0.59% | 0.74% | 1.01% | Q4 2014 | Q3 2023 | 36 |
Glassman Wealth Services | 36 | 36 | 0.03% | 0.05% | 0.07% | Q4 2014 | Q3 2023 | 36 |
Plante Moran Financial Advisors, LLC | 36 | 36 | 0.00% | 0.07% | 0.13% | Q4 2014 | Q3 2023 | 36 |
Patten Group, Inc. | 36 | 36 | 0.24% | 0.57% | 1.17% | Q4 2014 | Q3 2023 | 36 |
Bray Capital Advisors | 36 | 36 | 0.07% | 0.17% | 0.38% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q1 2022 | 36 |
Maj Invest Holding A/S | 36 | 36 | 0.93% | 5.00% | 7.55% | Q1 2013 | Q4 2021 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.02% | 0.09% | 0.17% | Q4 2014 | Q3 2023 | 36 |
CIDEL ASSET MANAGEMENT INC | 36 | 36 | 1.83% | 3.20% | 5.84% | Q4 2014 | Q3 2023 | 36 |
PALLADIUM PARTNERS LLC | 36 | 36 | 0.34% | 0.55% | 0.74% | Q2 2013 | Q1 2022 | 36 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.01% | 0.03% | 0.11% | Q4 2014 | Q3 2023 | 36 |
FULTON BANK, N.A. | 36 | 36 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q1 2022 | 36 |
AMF Tjanstepension AB | 36 | 36 | 0.14% | 0.52% | 0.73% | Q4 2014 | Q3 2023 | 36 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 35 |
MONARCH CAPITAL MANAGEMENT INC/ | 35 | 35 | 0.09% | 0.16% | 0.19% | Q1 2015 | Q3 2023 | 35 |
ROPES WEALTH ADVISORS LLC | 35 | 35 | 0.91% | 1.52% | 2.80% | Q1 2015 | Q3 2023 | 35 |
AMP Capital Investors Ltd | 35 | 35 | 0.13% | 0.18% | 0.39% | Q2 2013 | Q4 2021 | 35 |
ONTARIO TEACHERS PENSION PLAN BOARD | 24 | 11 | 0.01% | 0.52% | 1.88% | Q2 2013 | Q3 2023 | 35 |
Burt Wealth Advisors | 35 | 35 | 0.01% | 0.07% | 0.14% | Q1 2015 | Q3 2023 | 35 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 35 | 35 | 0.00% | 0.22% | 1.26% | Q2 2013 | Q4 2021 | 35 |
Cubist Systematic Strategies, LLC | 21 | 1 | 0.00% | 0.06% | 0.16% | Q3 2014 | Q3 2023 | 35 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 24 | 11 | 0.02% | 0.30% | 0.56% | Q2 2013 | Q1 2022 | 35 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 35 |
CARDEROCK CAPITAL MANAGEMENT INC | 34 | 34 | 0.02% | 1.08% | 2.77% | Q2 2013 | Q3 2021 | 34 |
VAN ECK ASSOCIATES CORP | 22 | 12 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q3 2023 | 34 |
Azimuth Capital Management LLC | 34 | 34 | 0.20% | 0.34% | 0.59% | Q4 2013 | Q1 2022 | 34 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 25 | 9 | 0.05% | 0.27% | 0.47% | Q2 2013 | Q3 2023 | 34 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 13 | 1 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 34 |
DORCHESTER WEALTH MANAGEMENT Co | 34 | 34 | 2.21% | 2.78% | 5.17% | Q2 2015 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.03% | 0.08% | 0.15% | Q2 2015 | Q3 2023 | 34 |
Freestone Capital Holdings, LLC | 23 | 11 | 0.00% | 0.10% | 0.38% | Q2 2013 | Q1 2022 | 34 |
Mariner, LLC | 34 | 34 | 0.02% | 0.10% | 0.68% | Q2 2015 | Q3 2023 | 34 |
Compagnie Lombard Odier SCmA | 19 | 1 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q3 2023 | 34 |
SECURITY NATIONAL TRUST CO | 34 | 34 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2021 | 34 |
Fisher Asset Management, LLC | 22 | 1 | 0.00% | 0.06% | 0.15% | Q2 2013 | Q4 2022 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
WCM INVESTMENT MANAGEMENT, LLC | 33 | 1 | 0.00% | 1.64% | 6.83% | Q1 2013 | Q1 2023 | 34 |
SouthState Corp | 22 | 1 | 0.02% | 0.04% | 0.06% | Q3 2013 | Q3 2023 | 34 |
RENAISSANCE GROUP LLC | 33 | 33 | 0.39% | 0.56% | 0.72% | Q2 2013 | Q2 2021 | 33 |
STRATEGY ASSET MANAGERS LLC | 22 | 11 | 0.05% | 0.07% | 0.10% | Q2 2015 | Q3 2023 | 33 |
ACADIAN ASSET MANAGEMENT LLC | 15 | 5 | 0.00% | 0.01% | 0.06% | Q3 2014 | Q3 2023 | 33 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q2 2021 | 33 |
SIGNATUREFD, LLC | 24 | 1 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q3 2023 | 33 |
NORTHSTAR INVESTMENT ADVISORS LLC | 33 | 33 | 1.00% | 1.51% | 2.11% | Q2 2013 | Q2 2021 | 33 |
Raymond James Financial Services Advisors, Inc. | 33 | 33 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q3 2023 | 33 |
Advisory Services Network, LLC | 27 | 1 | 0.00% | 0.04% | 0.19% | Q4 2013 | Q3 2023 | 33 |
TWO SIGMA ADVISERS, LP | 11 | 1 | 0.00% | 0.08% | 0.48% | Q2 2014 | Q3 2023 | 33 |
D.A. DAVIDSON & CO. | 24 | 9 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 33 |
QS Investors, LLC | 33 | 33 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q2 2021 | 33 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 33 | 33 | 0.09% | 0.89% | 1.52% | Q3 2015 | Q3 2023 | 33 |
MITCHELL CAPITAL MANAGEMENT CO | 19 | 13 | 0.14% | 1.85% | 4.07% | Q2 2013 | Q3 2023 | 32 |
Clean Yield Group | 10 | 1 | 0.00% | 0.05% | 0.15% | Q2 2013 | Q3 2023 | 32 |
WIMMER ASSOCIATES 1, LLC | 32 | 32 | 0.22% | 0.29% | 0.33% | Q4 2015 | Q3 2023 | 32 |
Nexus Investment Management ULC | 29 | 3 | 0.06% | 0.07% | 0.09% | Q3 2013 | Q3 2023 | 32 |
EATON VANCE MANAGEMENT | 24 | 8 | 0.00% | 0.04% | 0.10% | Q4 2013 | Q3 2022 | 32 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 28 | 4 | 0.11% | 0.24% | 0.40% | Q2 2013 | Q4 2023 | 32 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 19 | 13 | 0.01% | 0.06% | 0.14% | Q2 2015 | Q3 2023 | 32 |
Baker Chad R | 32 | 32 | 0.11% | 0.25% | 0.37% | Q4 2015 | Q3 2023 | 32 |
GUYASUTA INVESTMENT ADVISORS INC | 19 | 2 | 0.02% | 0.03% | 0.04% | Q2 2014 | Q3 2023 | 32 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 15 | 4 | 0.02% | 0.03% | 0.04% | Q3 2014 | Q3 2023 | 32 |
Brown Advisory Securities, LLC | 27 | 5 | 0.06% | 0.17% | 0.25% | Q2 2013 | Q4 2021 | 32 |
Dempze Nancy E | 32 | 32 | 1.94% | 2.92% | 3.52% | Q4 2015 | Q3 2023 | 32 |
MV CAPITAL MANAGEMENT, INC. | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
ADVISOR PARTNERS LLC | 17 | 15 | 0.04% | 0.13% | 0.52% | Q2 2013 | Q2 2022 | 32 |
SEGALL BRYANT & HAMILL, LLC | 23 | 1 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q2 2023 | 32 |
Baker Ellis Asset Management LLC | 29 | 1 | 0.04% | 0.09% | 0.18% | Q2 2013 | Q1 2022 | 32 |
Stratos Wealth Partners, LTD. | 28 | 3 | 0.01% | 0.02% | 0.07% | Q4 2015 | Q3 2023 | 31 |
Sandy Spring Bank | 20 | 11 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 31 |
Fayerweather Charles | 31 | 31 | 3.86% | 4.63% | 5.53% | Q4 2012 | Q2 2020 | 31 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 31 | 31 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q4 2020 | 31 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 20 | 1 | 0.00% | 0.17% | 0.44% | Q2 2013 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.03% | 0.04% | 0.06% | Q1 2016 | Q3 2023 | 31 |
FIDUCIARY TRUST CO | 31 | 31 | 0.05% | 0.06% | 0.07% | Q1 2016 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.09% | 0.12% | 0.20% | Q2 2013 | Q4 2020 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.02% | 0.03% | 0.09% | Q4 2015 | Q3 2023 | 31 |
Stonehage Fleming Financial Services Holdings Ltd | 31 | 31 | 0.02% | 0.05% | 0.10% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q3 2023 | 31 |
Kelman-Lazarov, Inc. | 31 | 31 | 0.12% | 0.36% | 0.88% | Q1 2016 | Q3 2023 | 31 |
Atria Investments, Inc | 14 | 1 | 0.01% | 0.03% | 0.07% | Q3 2014 | Q3 2023 | 31 |
WHITTIER TRUST CO | 18 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 30 |
PRIO WEALTH LIMITED PARTNERSHIP | 20 | 3 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q1 2022 | 30 |
ETRADE Capital Management LLC | 30 | 30 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2020 | 30 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 23 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2023 | 30 |
DAVENPORT & Co LLC | 13 | 6 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 30 |
JAG CAPITAL MANAGEMENT, LLC | 26 | 1 | 0.02% | 0.27% | 0.42% | Q3 2013 | Q4 2022 | 30 |
Savant Capital, LLC | 30 | 30 | 0.01% | 0.07% | 0.12% | Q2 2016 | Q3 2023 | 30 |
WESBANCO BANK INC | 23 | 1 | 0.01% | 0.04% | 0.19% | Q2 2013 | Q4 2022 | 29 |
Paloma Partners Management Co | 13 | 1 | 0.01% | 0.05% | 0.18% | Q2 2013 | Q4 2021 | 29 |
SHELTON CAPITAL MANAGEMENT | 29 | 29 | 0.02% | 0.04% | 0.18% | Q3 2016 | Q3 2023 | 29 |
Partners Group Holding AG | 29 | 29 | 1.83% | 4.14% | 6.13% | Q3 2016 | Q3 2023 | 29 |
Cetera Advisors LLC | 11 | 1 | 0.00% | 0.07% | 0.25% | Q2 2013 | Q3 2023 | 29 |
Gradient Investments LLC | 24 | 2 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 29 |
Timber Creek Capital Management LLC | 29 | 29 | 0.00% | 0.04% | 0.07% | Q3 2016 | Q3 2023 | 29 |
ClearBridge Investments | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 29 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 28 | 28 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q1 2020 | 28 |
Johnson Financial Group, Inc. | 24 | 4 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q2 2022 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.49% | 0.57% | 0.64% | Q1 2016 | Q4 2022 | 28 |
Glenview Trust Co | 28 | 28 | 0.01% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 28 |
World Asset Management Inc | 28 | 28 | 0.03% | 0.09% | 0.12% | Q2 2013 | Q1 2020 | 28 |
FOSTER & MOTLEY INC | 28 | 28 | 0.04% | 0.08% | 0.18% | Q4 2016 | Q3 2023 | 28 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 28 | 0.04% | 0.25% | 0.82% | Q4 2016 | Q3 2023 | 28 |
Fiduciary Trust Co International of Pennsylvania | 28 | 28 | 0.06% | 0.15% | 0.29% | Q2 2013 | Q1 2020 | 28 |
GEODE CAPITAL MANAGEMENT, LLC | 28 | 28 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.06% | 0.24% | 0.39% | Q4 2016 | Q3 2023 | 28 |
Gotham Asset Management, LLC | 19 | 1 | 0.01% | 0.06% | 0.46% | Q1 2015 | Q3 2023 | 28 |
CAPE COD FIVE CENTS SAVINGS BANK | 28 | 28 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q1 2020 | 28 |
TELEMUS CAPITAL, LLC | 16 | 12 | 0.02% | 0.02% | 0.04% | Q1 2016 | Q2 2023 | 28 |
Osborn Williams & Donohoe LLC | 28 | 28 | 0.13% | 0.18% | 0.25% | Q2 2013 | Q1 2020 | 28 |
SALEM INVESTMENT COUNSELORS INC | 19 | 9 | 0.00% | 0.01% | 0.05% | Q3 2016 | Q3 2023 | 28 |
HALL LAURIE J TRUSTEE | 13 | 2 | 0.01% | 0.77% | 1.49% | Q1 2016 | Q3 2023 | 28 |
Curbstone Financial Management Corp | 15 | 5 | 0.08% | 0.13% | 0.21% | Q1 2014 | Q1 2022 | 27 |
Cribstone Capital Management, LLC | 27 | 27 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2022 | 27 |
Cetera Investment Advisers | 15 | 12 | 0.01% | 0.05% | 0.10% | Q2 2016 | Q3 2023 | 27 |
GREENLEAF TRUST | 27 | 27 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.03% | 0.13% | 0.23% | Q1 2017 | Q3 2023 | 27 |
Checchi Capital Advisers, LLC | 22 | 2 | 0.02% | 0.04% | 0.06% | Q1 2016 | Q3 2023 | 27 |
SMITH, MOORE & CO. | 27 | 27 | 0.04% | 0.08% | 0.16% | Q1 2017 | Q3 2023 | 27 |
Veritable, L.P. | 10 | 1 | 0.00% | 0.02% | 0.06% | Q4 2012 | Q2 2023 | 27 |
THOMAS WHITE INTERNATIONAL LTD | 27 | 27 | 0.30% | 0.69% | 1.30% | Q3 2014 | Q1 2021 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 27 |
Copeland Capital Management, LLC | 19 | 8 | 0.00% | 0.13% | 0.65% | Q2 2013 | Q1 2021 | 27 |
EULAV Asset Management | 27 | 27 | 0.57% | 0.71% | 0.81% | Q2 2013 | Q4 2019 | 27 |
CWM, LLC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 27 |
Peloton Wealth Strategists | 18 | 9 | 0.27% | 1.94% | 2.56% | Q1 2014 | Q4 2020 | 27 |
Highstreet Asset Management Inc. | 27 | 27 | 1.92% | 3.43% | 5.18% | Q2 2013 | Q4 2019 | 27 |
Chevy Chase Trust Holdings, LLC | 26 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 27 |
Parkside Financial Bank & Trust | 24 | 3 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q4 2019 | 27 |
TWO SIGMA SECURITIES, LLC | 5 | 2 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 27 |
FORTE CAPITAL LLC /ADV | 14 | 2 | 0.12% | 0.20% | 0.31% | Q3 2014 | Q3 2023 | 27 |
Meridian Wealth Management, LLC | 27 | 27 | 0.09% | 0.22% | 0.46% | Q1 2017 | Q3 2023 | 27 |
Adalta Capital Management LLC | 27 | 27 | 0.95% | 1.23% | 1.40% | Q1 2017 | Q3 2023 | 27 |
Snowden Capital Advisors LLC | 16 | 2 | 0.02% | 0.19% | 0.37% | Q1 2016 | Q3 2023 | 26 |
FORSTA AP-FONDEN | 24 | 2 | 0.09% | 0.36% | 0.77% | Q1 2017 | Q3 2023 | 26 |
Sequoia Financial Advisors, LLC | 11 | 1 | 0.01% | 0.05% | 0.21% | Q2 2014 | Q3 2023 | 26 |
Mn Services Vermogensbeheer B.V. | 15 | 1 | 0.26% | 0.39% | 0.56% | Q1 2016 | Q3 2023 | 26 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.04% | 0.06% | 0.10% | Q4 2016 | Q3 2023 | 26 |
QV Investors Inc. | 26 | 26 | 2.40% | 4.09% | 7.80% | Q2 2017 | Q3 2023 | 26 |
FIL Ltd | 22 | 4 | 0.01% | 0.86% | 2.28% | Q2 2013 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2019 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2019 | 26 |
Skandinaviska Enskilda Banken AB (publ) | 17 | 9 | 0.02% | 0.07% | 0.23% | Q4 2016 | Q3 2023 | 26 |
ASSETMARK, INC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 26 |
Greystone Managed Investments Inc. | 26 | 26 | 2.89% | 4.02% | 6.22% | Q2 2013 | Q3 2019 | 26 |
Haverford Trust Co | 26 | 26 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 26 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 17 | 9 | 0.00% | 0.61% | 1.87% | Q1 2017 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.11% | 0.19% | 0.36% | Q3 2016 | Q3 2023 | 26 |
Hartford Financial Management Inc. | 22 | 4 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2020 | 26 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 25 | 25 | 0.01% | 0.11% | 0.26% | Q4 2014 | Q4 2020 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 25 |
YorkBridge Wealth Partners, LLC | 25 | 25 | 0.09% | 0.14% | 0.22% | Q4 2016 | Q4 2022 | 25 |
PANAGORA ASSET MANAGEMENT INC | 25 | 25 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q2 2019 | 25 |
WESTPAC BANKING CORP | 12 | 1 | 0.16% | 0.32% | 0.70% | Q3 2013 | Q1 2023 | 25 |
FIRST MERCHANTS CORP | 25 | 25 | 0.26% | 0.43% | 0.70% | Q3 2017 | Q3 2023 | 25 |
CIGNA INVESTMENTS INC /NEW | 25 | 25 | 0.05% | 0.13% | 0.28% | Q3 2017 | Q3 2023 | 25 |
ADIRONDACK TRUST CO | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
Focused Wealth Management, Inc | 24 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 25 |
THRIVENT FINANCIAL FOR LUTHERANS | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 25 |
CAPITAL GUARDIAN TRUST CO | 25 | 25 | 0.00% | 0.34% | 1.11% | Q2 2013 | Q2 2019 | 25 |
Harrington Investments, INC | 25 | 25 | 1.49% | 1.96% | 2.69% | Q3 2017 | Q3 2023 | 25 |
Fortis Advisors, LLC | 25 | 25 | 0.04% | 0.07% | 0.10% | Q3 2017 | Q3 2023 | 25 |
Tradewinds Capital Management, LLC | 25 | 25 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q4 2019 | 25 |
VESTOR CAPITAL, LLC | 13 | 12 | 0.01% | 0.53% | 2.57% | Q2 2017 | Q3 2023 | 25 |
NEXT Financial Group, Inc | 14 | 1 | 0.00% | 0.02% | 0.06% | Q2 2014 | Q4 2021 | 25 |
WILLIAMS JONES & ASSOCIATES LLC | 25 | 25 | 0.01% | 0.04% | 0.14% | Q2 2013 | Q2 2019 | 25 |
CHEMICAL BANK | 25 | 25 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q2 2019 | 25 |
Voya Financial Advisors, Inc. | 25 | 25 | 0.02% | 0.03% | 0.06% | Q1 2015 | Q1 2021 | 25 |
Sonora Investment Management, LLC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2021 | 25 |
PIN OAK INVESTMENT ADVISORS INC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
EXANE DERIVATIVES | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2020 | 24 |
Tower View Wealth Management LLC | 24 | 24 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Mawer Investment Management Ltd. | 24 | 24 | 1.25% | 2.69% | 4.23% | Q3 2013 | Q2 2019 | 24 |
Sunbelt Securities, Inc. | 12 | 1 | 0.02% | 0.12% | 0.39% | Q4 2016 | Q3 2023 | 24 |
Lester Murray Antman dba SimplyRich | 24 | 24 | 0.68% | 0.83% | 1.20% | Q4 2017 | Q3 2023 | 24 |
Lombard Odier Asset Management (Switzerland) SA | 12 | 1 | 0.03% | 0.06% | 0.23% | Q2 2014 | Q1 2023 | 24 |
NOMURA HOLDINGS INC | 8 | 1 | 0.00% | 0.10% | 1.19% | Q4 2012 | Q4 2021 | 24 |
Delaney Dennis R | 19 | 5 | 4.01% | 4.74% | 5.75% | Q4 2015 | Q3 2023 | 24 |
Cumberland Partners Ltd | 22 | 2 | 0.04% | 1.52% | 3.35% | Q1 2017 | Q3 2023 | 24 |
REAVES W H & CO INC | 24 | 24 | 0.08% | 0.67% | 2.79% | Q4 2017 | Q3 2023 | 24 |
SUN LIFE FINANCIAL INC | 24 | 24 | 0.04% | 0.12% | 0.22% | Q2 2017 | Q1 2023 | 24 |
USS Investment Management Ltd | 14 | 2 | 0.02% | 0.19% | 0.33% | Q2 2015 | Q3 2023 | 24 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 23 | 1 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2019 | 24 |
HOWE & RUSLING INC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.05% | 0.11% | Q4 2017 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Grantham, Mayo, Van Otterloo & Co. LLC | 8 | 1 | 0.00% | 0.09% | 0.46% | Q2 2013 | Q1 2023 | 24 |
Claret Asset Management Corp | 24 | 24 | 0.13% | 0.22% | 0.31% | Q4 2017 | Q3 2023 | 24 |
WASHINGTON TRUST BANK | 21 | 3 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q2 2023 | 24 |
BNP Paribas Asset Management Holding S.A. | 24 | 24 | 0.02% | 0.05% | 0.14% | Q2 2013 | Q1 2019 | 24 |
Bridgewater Associates | 12 | 12 | 0.01% | 0.12% | 0.36% | Q2 2017 | Q3 2023 | 24 |
Capital International Investors | 11 | 3 | 0.00% | 0.16% | 0.39% | Q2 2015 | Q3 2023 | 23 |
Steward Partners Investment Advisory, LLC | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
NISA INVESTMENT ADVISORS, LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2021 | 23 |
First Bank & Trust | 23 | 23 | 0.04% | 0.06% | 0.09% | Q4 2016 | Q2 2022 | 23 |
Whitegate Investment Counselors, Inc. | 22 | 1 | 0.52% | 0.66% | 0.74% | Q1 2014 | Q3 2021 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.03% | 0.05% | 0.08% | Q1 2018 | Q3 2023 | 23 |
First Allied Advisory Services, Inc. | 17 | 1 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q3 2020 | 23 |
HighPoint Advisor Group LLC | 22 | 1 | 0.04% | 0.07% | 0.12% | Q2 2016 | Q2 2022 | 23 |
JANUS HENDERSON GROUP PLC | 23 | 23 | 0.01% | 0.01% | 0.06% | Q1 2018 | Q3 2023 | 23 |
Man Group plc | 23 | 23 | 0.01% | 0.12% | 0.57% | Q1 2018 | Q3 2023 | 23 |
NICOLA WEALTH MANAGEMENT LTD. | 23 | 23 | 1.33% | 1.64% | 2.18% | Q1 2018 | Q3 2023 | 23 |
Ledyard National Bank | 23 | 23 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2018 | 23 |
Stokes Capital Advisors, LLC | 23 | 23 | 0.84% | 1.61% | 2.18% | Q1 2018 | Q3 2023 | 23 |
WealthTrust-Arizona, LLC | 23 | 23 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2018 | 23 |
Onex Canada Asset Management Inc. | 12 | 11 | 0.04% | 0.21% | 1.12% | Q4 2017 | Q3 2023 | 23 |
Wealthcare Advisory Partners LLC | 22 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 23 |
Fieldpoint Private Securities, LLC | 22 | 22 | 0.03% | 0.14% | 0.46% | Q1 2017 | Q2 2022 | 22 |
ING GROEP NV | 14 | 2 | 0.01% | 0.09% | 0.20% | Q1 2014 | Q1 2021 | 22 |
AQR Capital Management | 18 | 4 | 0.00% | 0.06% | 0.20% | Q2 2013 | Q1 2019 | 22 |
CREDIT AGRICOLE S A | 18 | 4 | 0.00% | 0.16% | 0.25% | Q2 2013 | Q3 2019 | 22 |
Avalon Investment & Advisory | 22 | 22 | 0.02% | 0.03% | 0.06% | Q3 2014 | Q4 2019 | 22 |
Indiana Trust & Investment Management CO | 21 | 1 | 0.01% | 0.18% | 1.12% | Q2 2013 | Q3 2023 | 22 |
Laurel Grove Capital, LLC | 22 | 22 | 0.14% | 0.98% | 2.50% | Q2 2013 | Q3 2018 | 22 |
K.J. Harrison & Partners Inc | 21 | 1 | 0.10% | 0.22% | 0.55% | Q1 2016 | Q2 2023 | 22 |
LS Investment Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
Quantbot Technologies LP | 6 | 1 | 0.01% | 0.15% | 0.60% | Q3 2013 | Q3 2023 | 22 |
Holloway Wealth Management, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2022 | 22 |
Lombard Odier Asset Management (Europe) Ltd | 13 | 1 | 0.03% | 0.07% | 0.30% | Q4 2013 | Q2 2022 | 22 |
Assenagon Asset Management S.A. | 12 | 1 | 0.00% | 0.05% | 0.27% | Q4 2017 | Q3 2023 | 22 |
Trust Investment Advisors | 22 | 22 | 0.42% | 0.55% | 0.77% | Q4 2013 | Q1 2019 | 22 |
NN Investment Partners Holdings N.V. | 13 | 9 | 0.03% | 0.09% | 0.18% | Q1 2016 | Q1 2022 | 22 |
SIG North Trading, ULC | 8 | 8 | 0.04% | 0.62% | 1.39% | Q4 2021 | Q3 2023 | 22 |
OppenheimerFunds, Inc. | 22 | 22 | 0.06% | 0.26% | 0.53% | Q2 2013 | Q3 2018 | 22 |
JONES FINANCIAL COMPANIES LLLP | 12 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 22 |
HM PAYSON & CO | 18 | 2 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q3 2023 | 22 |
BURNEY CO/ | 19 | 1 | 0.01% | 0.02% | 0.02% | Q3 2014 | Q3 2023 | 22 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q3 2023 | 21 |
Cornerstone Advisors, Inc. | 17 | 2 | 0.00% | 0.06% | 0.30% | Q4 2014 | Q3 2020 | 21 |
Bristol Gate Capital Partners Inc. | 21 | 21 | 0.02% | 0.05% | 0.07% | Q3 2018 | Q3 2023 | 21 |
Heritage Wealth Advisors | 21 | 21 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
PRENTISS SMITH & CO INC | 19 | 2 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2018 | 21 |
Point72 Asset Management, L.P. | 9 | 1 | 0.00% | 0.15% | 0.76% | Q2 2014 | Q3 2022 | 21 |
FIRST FOUNDATION ADVISORS | 21 | 21 | 0.05% | 0.09% | 0.24% | Q3 2018 | Q3 2023 | 21 |
Allworth Financial LP | 16 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 21 |
ARROW FINANCIAL CORP | 13 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2018 | 21 |
STATE STREET CORP | 20 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 21 |
Hudock, Inc. | 11 | 10 | 0.02% | 0.04% | 0.10% | Q2 2014 | Q3 2019 | 21 |
RAYMOND JAMES TRUST N.A. | 12 | 1 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q2 2023 | 21 |
Manchester Capital Management LLC | 18 | 3 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2021 | 21 |
Carnegie Capital Asset Management, LLC | 20 | 1 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 21 |
COLONY GROUP LLC | 11 | 1 | 0.00% | 0.03% | 0.16% | Q1 2014 | Q3 2023 | 21 |
First National Bank of Hutchinson | 19 | 1 | 0.12% | 0.40% | 0.55% | Q2 2013 | Q2 2023 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.12% | 0.25% | 0.36% | Q2 2013 | Q2 2018 | 21 |
Freedom Investment Management, Inc. | 13 | 1 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2022 | 21 |
Oakworth Capital, Inc. | 20 | 1 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.05% | 0.07% | Q3 2018 | Q3 2023 | 21 |
PRELUDE CAPITAL MANAGEMENT, LLC | 10 | 1 | 0.00% | 0.04% | 0.10% | Q1 2013 | Q2 2021 | 21 |
TCI Fund Management | 21 | 21 | 0.83% | 9.77% | 16.06% | Q3 2018 | Q3 2023 | 21 |
BAROMETER CAPITAL MANAGEMENT INC. | 4 | 1 | 0.03% | 1.39% | 4.94% | Q1 2014 | Q4 2022 | 21 |
MASSMUTUAL TRUST CO FSB/ADV | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2023 | 20 |
Verition Fund Management LLC | 4 | 1 | 0.00% | 0.03% | 0.10% | Q3 2014 | Q3 2023 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2018 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2022 | 20 |
Act Two Investors LLC | 20 | 20 | 0.69% | 1.79% | 4.06% | Q4 2018 | Q3 2023 | 20 |
Atwater Malick LLC | 20 | 20 | 3.32% | 3.86% | 4.36% | Q4 2018 | Q3 2023 | 20 |
Capital International, Inc./CA/ | 9 | 3 | 0.00% | 0.41% | 0.74% | Q2 2015 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2022 | 20 |
MYCIO WEALTH PARTNERS, LLC | 20 | 20 | 0.04% | 0.06% | 0.11% | Q1 2015 | Q4 2019 | 20 |
Sentry Investments Corp. | 20 | 20 | 0.92% | 1.47% | 2.25% | Q2 2013 | Q1 2018 | 20 |
B. Riley Wealth Advisors, Inc. | 13 | 1 | 0.00% | 0.02% | 0.03% | Q2 2014 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Ameritas Investment Partners, Inc. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2020 | 20 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 20 | 20 | 0.10% | 0.40% | 0.62% | Q1 2016 | Q4 2020 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
WINTON GROUP Ltd | 8 | 1 | 0.01% | 0.14% | 0.42% | Q4 2016 | Q4 2022 | 20 |
COMMONWEALTH BANK OF AUSTRALIA | 16 | 4 | 0.03% | 0.13% | 0.91% | Q2 2013 | Q2 2019 | 20 |
Financial Advantage, Inc. | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2022 | 20 |
Jefferies Group LLC | 9 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2021 | 20 |
Centric Wealth Management | 20 | 20 | 0.16% | 0.26% | 0.40% | Q4 2018 | Q3 2023 | 20 |
Mariner Wealth Advisors-Cincinnati, LLC | 12 | 8 | 0.28% | 1.69% | 2.66% | Q2 2013 | Q3 2018 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
PRUDENTIAL FINANCIAL INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 2 | 0.01% | 0.06% | 0.12% | Q4 2013 | Q1 2021 | 20 |
Marshall Wace North America L.P. | 17 | 2 | 0.01% | 0.05% | 0.14% | Q3 2013 | Q3 2021 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q4 2017 | 19 |
Shamrock Asset Management LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2018 | 19 |
STRATEGIC CAPITAL ADVISERS, INC. | 19 | 19 | 1.76% | 2.00% | 2.30% | Q4 2017 | Q2 2022 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.00% | 0.03% | 0.47% | Q3 2018 | Q3 2023 | 19 |
MIROVA | 19 | 19 | 0.02% | 0.23% | 0.71% | Q1 2019 | Q3 2023 | 19 |
Quadrature Capital Ltd | 8 | 1 | 0.05% | 1.17% | 3.38% | Q4 2015 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q2 2022 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.46% | 0.55% | 0.67% | Q1 2019 | Q3 2023 | 19 |
TFG Advisers LLC | 19 | 19 | 0.16% | 0.23% | 0.27% | Q1 2019 | Q3 2023 | 19 |
Manitou Investment Management Ltd. | 11 | 2 | 0.05% | 0.39% | 1.31% | Q3 2015 | Q4 2022 | 19 |
Gardiner Nancy B | 19 | 19 | 2.76% | 3.81% | 5.09% | Q4 2015 | Q2 2020 | 19 |
PARK AVENUE SECURITIES LLC | 14 | 1 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
PRIVATE TRUST CO NA | 9 | 2 | 0.00% | 0.03% | 0.09% | Q1 2013 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Cable Hill Partners, LLC | 18 | 18 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q1 2019 | 18 |
GREAT VALLEY ADVISOR GROUP, INC. | 14 | 4 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 18 |
Ipswich Investment Management Co., Inc. | 6 | 1 | 0.08% | 0.11% | 0.15% | Q1 2014 | Q4 2019 | 18 |
WRIGHT INVESTORS SERVICE INC | 18 | 18 | 0.16% | 0.69% | 1.25% | Q2 2013 | Q3 2017 | 18 |
Abbrea Capital, LLC | 18 | 18 | 0.27% | 0.33% | 0.38% | Q2 2019 | Q3 2023 | 18 |
FIC CAPITAL INC | 18 | 18 | 0.23% | 0.35% | 0.53% | Q2 2013 | Q3 2017 | 18 |
MBM Wealth Consultants, LLC | 18 | 18 | 0.02% | 0.05% | 0.10% | Q4 2018 | Q1 2023 | 18 |
NOMURA ASSET MANAGEMENT CO LTD | 12 | 1 | 0.00% | 0.00% | 0.04% | Q4 2016 | Q3 2023 | 18 |
MARTIN CURRIE LTD | 18 | 18 | 0.00% | 0.98% | 2.75% | Q4 2016 | Q1 2021 | 18 |
I.G. INVESTMENT MANAGEMENT, LTD. | 18 | 18 | 0.45% | 0.77% | 1.14% | Q2 2013 | Q3 2017 | 18 |
KCM INVESTMENT ADVISORS LLC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.04% | 0.10% | Q2 2013 | Q3 2017 | 18 |
Summit X, LLC | 12 | 6 | 0.01% | 0.13% | 0.39% | Q1 2019 | Q3 2023 | 18 |
DUBUQUE BANK & TRUST CO | 10 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 18 |
Archford Capital Strategies, LLC | 8 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2019 | 18 |
SENTINEL ASSET MANAGEMENT, INC. | 18 | 18 | 0.58% | 0.77% | 0.91% | Q2 2013 | Q3 2017 | 18 |
Waratah Capital Advisors Ltd. | 5 | 1 | 0.07% | 0.59% | 2.83% | Q3 2013 | Q2 2021 | 18 |
Edgestream Partners, L.P. | 8 | 1 | 0.02% | 0.40% | 1.20% | Q3 2017 | Q1 2023 | 18 |
Lloyds Banking Group plc | 18 | 18 | 0.40% | 1.65% | 2.73% | Q3 2014 | Q4 2018 | 18 |
Avior Wealth Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
AMERICAN CENTURY COMPANIES INC | 16 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 18 |
Capital International Sarl | 9 | 3 | 0.01% | 0.23% | 0.58% | Q2 2015 | Q3 2023 | 18 |
ZEKE CAPITAL ADVISORS, LLC | 17 | 17 | 0.03% | 0.18% | 0.51% | Q4 2018 | Q4 2022 | 17 |
OMERS ADMINISTRATION Corp | 11 | 2 | 0.03% | 1.02% | 3.46% | Q2 2017 | Q4 2021 | 17 |
Covington Capital Management | 11 | 6 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2022 | 17 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 16 | 1 | 0.00% | 0.10% | 0.26% | Q2 2017 | Q3 2021 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.05% | 0.64% | 1.28% | Q2 2013 | Q2 2017 | 17 |
Winslow, Evans & Crocker, Inc. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2020 | 17 |
Bangor Savings Bank | 11 | 6 | 0.01% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 17 |
Joel Isaacson & Co., LLC | 17 | 17 | 0.00% | 0.01% | 0.03% | Q4 2012 | Q4 2016 | 17 |
Tetrem Capital Management Ltd. | 17 | 17 | 1.89% | 2.54% | 3.21% | Q2 2013 | Q2 2017 | 17 |
Maryland Capital Management | 17 | 17 | 0.03% | 0.04% | 0.07% | Q3 2013 | Q3 2017 | 17 |
A.R.T. Advisors, LLC | 4 | 1 | 0.01% | 0.09% | 0.22% | Q4 2013 | Q4 2019 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.01% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 17 |
Geneva Advisors, LLC | 17 | 17 | 0.03% | 0.08% | 0.14% | Q2 2013 | Q2 2017 | 17 |
FIRST TRUST ADVISORS LP | 12 | 1 | 0.00% | 0.07% | 0.09% | Q2 2015 | Q3 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.08% | 0.24% | 0.34% | Q2 2013 | Q2 2017 | 17 |
EVOKE WEALTH, LLC | 17 | 17 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Wealthspire Advisors, L.P. | 16 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q2 2020 | 17 |
Cipher Capital LP | 4 | 1 | 0.02% | 0.22% | 0.49% | Q4 2013 | Q2 2023 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.26% | 0.65% | 1.24% | Q4 2019 | Q4 2023 | 17 |
iAB Financial Bank | 17 | 17 | 1.16% | 1.46% | 1.82% | Q2 2013 | Q2 2017 | 17 |
Gemmer Asset Management LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 17 |
Capital Bank & Trust Co | 17 | 17 | 0.08% | 0.22% | 0.75% | Q2 2017 | Q2 2021 | 17 |
Ilmarinen Mutual Pension Insurance Co | 17 | 17 | 0.19% | 0.29% | 0.39% | Q3 2019 | Q3 2023 | 17 |
Lenox Wealth Advisors, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 17 |
Vestmark Advisory Solutions, Inc. | 14 | 3 | 0.01% | 0.04% | 0.06% | Q1 2019 | Q2 2023 | 17 |
Magnetar Financial LLC | 4 | 1 | 0.00% | 0.03% | 0.06% | Q3 2015 | Q2 2023 | 17 |
Schonfeld Strategic Advisors LLC | 10 | 1 | 0.00% | 0.11% | 0.46% | Q3 2016 | Q3 2023 | 17 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Archon Partners LLC | 14 | 2 | 1.45% | 1.79% | 2.39% | Q4 2016 | Q2 2022 | 16 |
COHEN & STEERS, INC. | 9 | 7 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q2 2017 | 16 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2014 | 16 |
EXCALIBUR MANAGEMENT CORP | 16 | 16 | 0.16% | 0.18% | 0.21% | Q4 2019 | Q3 2023 | 16 |
Quantitative Investment Management, LLC | 3 | 1 | 0.00% | 0.07% | 0.28% | Q3 2013 | Q2 2023 | 16 |
Vectors Research Management, LLC | 16 | 16 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q2 2022 | 16 |
OKABENA INVESTMENT SERVICES INC | 16 | 16 | 0.63% | 1.05% | 1.49% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
BALYASNY ASSET MANAGEMENT L.P. | 5 | 1 | 0.00% | 0.14% | 0.54% | Q4 2016 | Q2 2023 | 16 |
Brinker Capital Investments, LLC | 10 | 6 | 0.00% | 0.02% | 0.05% | Q3 2016 | Q4 2022 | 16 |
Mitsubishi UFJ Trust & Banking Corp | 10 | 6 | 0.01% | 0.06% | 0.62% | Q3 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Sowell Financial Services LLC | 7 | 1 | 0.02% | 0.05% | 0.11% | Q4 2016 | Q1 2023 | 16 |
Echo Street Capital Management LLC | 8 | 1 | 0.01% | 0.27% | 0.66% | Q1 2014 | Q3 2023 | 16 |
Clark Capital Management Group, Inc. | 6 | 1 | 0.10% | 0.32% | 0.52% | Q1 2015 | Q2 2023 | 16 |
GSB Wealth Management, LLC | 8 | 1 | 0.21% | 0.82% | 1.98% | Q4 2016 | Q3 2023 | 16 |
Vigilant Capital Management, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2022 | 16 |
MADISON WEALTH MANAGEMENT | 16 | 16 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Capital World Investors | 10 | 2 | 0.00% | 0.01% | 0.07% | Q3 2017 | Q3 2023 | 16 |
Weiss Multi-Strategy Advisers LLC | 6 | 1 | 0.01% | 0.20% | 0.94% | Q2 2013 | Q2 2021 | 16 |
DELTA LLOYD NV | 16 | 16 | 0.12% | 0.31% | 0.57% | Q2 2013 | Q1 2017 | 16 |
DELTA ASSET MANAGEMENT LLC/TN | 14 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2018 | 16 |
BRINKER CAPITAL INC | 16 | 16 | 0.03% | 0.10% | 0.13% | Q3 2016 | Q2 2020 | 16 |
Retirement Planning Group, LLC | 13 | 3 | 0.02% | 0.04% | 0.08% | Q3 2014 | Q3 2023 | 16 |
Thomas J. Herzfeld Advisors, Inc. | 16 | 16 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Valeo Financial Advisors, LLC | 15 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2022 | 16 |
PATTON ALBERTSON MILLER GROUP, LLC | 13 | 3 | 0.04% | 0.05% | 0.07% | Q2 2019 | Q3 2023 | 16 |
TRUSTCORE FINANCIAL SERVICES, LLC | 13 | 1 | 0.00% | 0.03% | 0.04% | Q2 2018 | Q4 2022 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
BRIDGES INVESTMENT COUNSEL INC/ | 9 | 3 | 0.06% | 0.09% | 0.21% | Q2 2013 | Q4 2017 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 16 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 8 | 8 | 0.07% | 0.23% | 0.38% | Q2 2017 | Q3 2023 | 16 |
Essex Financial Services, Inc. | 8 | 1 | 0.04% | 0.12% | 0.25% | Q4 2017 | Q3 2023 | 16 |
Lowell Blake & Associates Inc. | 16 | 16 | 3.60% | 4.24% | 5.02% | Q4 2019 | Q3 2023 | 16 |
Birch Capital Management, LLC | 16 | 16 | 0.63% | 1.21% | 1.54% | Q4 2019 | Q3 2023 | 16 |
ICW Investment Advisors LLC | 16 | 16 | 0.87% | 0.94% | 1.04% | Q4 2019 | Q3 2023 | 16 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Buckingham Capital Management, Inc. | 16 | 16 | 0.12% | 0.24% | 0.44% | Q1 2015 | Q4 2018 | 16 |
White Pine Investment CO | 15 | 15 | 1.68% | 2.01% | 2.18% | Q1 2020 | Q3 2023 | 15 |
Nuveen Asset Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 15 |
MARSHALL WACE, LLP | 8 | 1 | 0.00% | 0.04% | 0.23% | Q1 2014 | Q3 2022 | 15 |
One Wealth Advisors, LLC | 9 | 3 | 0.05% | 0.15% | 0.25% | Q4 2017 | Q2 2023 | 15 |
MATHER GROUP, LLC. | 14 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
GREAT LAKES ADVISORS, LLC | 15 | 15 | 0.23% | 0.48% | 0.74% | Q1 2020 | Q3 2023 | 15 |
FIRST INTERSTATE BANK | 8 | 7 | 0.00% | 0.04% | 0.09% | Q3 2015 | Q4 2019 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q4 2019 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.05% | 0.07% | 0.10% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Financial Architects, Inc | 5 | 1 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q1 2018 | 15 |
FIRST MERCANTILE TRUST CO | 8 | 7 | 0.08% | 0.17% | 0.23% | Q2 2013 | Q1 2021 | 15 |
CHICAGO TRUST Co NA | 15 | 15 | 0.18% | 0.34% | 0.50% | Q1 2020 | Q3 2023 | 15 |
Avion Wealth | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
SG Americas Securities, LLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q4 2022 | 15 |
EXCHANGE TRADED CONCEPTS, LLC | 11 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2023 | 15 |
Belpointe Asset Management LLC | 7 | 2 | 0.01% | 0.02% | 0.12% | Q2 2018 | Q1 2023 | 15 |
SVB WEALTH LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 7 | 1 | 0.01% | 0.08% | 0.23% | Q4 2016 | Q3 2023 | 15 |
Independent Advisor Alliance | 13 | 2 | 0.01% | 0.09% | 0.14% | Q4 2016 | Q3 2023 | 15 |
FineMark National Bank & Trust | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
BRIDGES INVESTMENT MANAGEMENT INC | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q3 2021 | 15 |
Proficio Capital Partners LLC | 15 | 15 | 0.01% | 0.04% | 0.06% | Q4 2015 | Q2 2019 | 15 |
Elefante Mark B | 15 | 15 | 2.38% | 2.67% | 3.04% | Q4 2016 | Q2 2020 | 15 |
J. W. Coons Advisors, LLC | 15 | 15 | 0.29% | 0.35% | 0.44% | Q1 2020 | Q3 2023 | 15 |
HEARTLAND ADVISORS INC | 15 | 15 | 0.07% | 0.21% | 0.59% | Q1 2020 | Q3 2023 | 15 |
BRYN MAWR TRUST Co | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Manning & Napier Group, LLC | 15 | 15 | 0.05% | 0.73% | 1.30% | Q1 2020 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.00% | 0.00% | 0.01% | Q3 2011 | Q3 2015 | 15 |
Highlander Capital Management, LLC | 15 | 15 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q4 2016 | 15 |
Ancora Advisors LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 15 |
MARCO INVESTMENT MANAGEMENT LLC | 8 | 6 | 0.03% | 0.04% | 0.05% | Q2 2014 | Q4 2017 | 14 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2021 | 14 |
Rathbones Group PLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.01% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Patriot Financial Group Insurance Agency, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2022 | 14 |
Clearstead Advisors, LLC | 10 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
Andra AP-fonden | 8 | 1 | 0.01% | 0.14% | 0.34% | Q1 2016 | Q4 2022 | 14 |
L & S Advisors Inc | 14 | 14 | 0.06% | 0.06% | 0.07% | Q4 2018 | Q1 2022 | 14 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.04% | 0.19% | 0.61% | Q4 2012 | Q1 2023 | 14 |
EARNEST PARTNERS LLC | 14 | 14 | 0.00% | 0.18% | 0.52% | Q2 2020 | Q3 2023 | 14 |
SCOPUS ASSET MANAGEMENT, L.P. | 3 | 1 | 0.02% | 0.54% | 1.64% | Q2 2014 | Q2 2023 | 14 |
JANICZEK WEALTH MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 14 |
AlphaCrest Capital Management LLC | 8 | 1 | 0.02% | 0.16% | 0.57% | Q4 2018 | Q3 2022 | 14 |
Trexquant Investment LP | 3 | 1 | 0.02% | 0.13% | 0.36% | Q1 2015 | Q2 2023 | 14 |
New England Research & Management, Inc. | 8 | 1 | 0.18% | 0.85% | 1.31% | Q4 2013 | Q3 2023 | 14 |
HL FINANCIAL SERVICES LLC | 9 | 2 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q1 2019 | 14 |
STEPHENS INC /AR/ | 14 | 14 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q4 2019 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2016 | 14 |
Verdence Capital Advisors LLC | 14 | 14 | 0.10% | 0.13% | 0.15% | Q4 2017 | Q1 2021 | 14 |
MOTCO | 13 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2021 | 14 |
Hilltop Holdings Inc. | 8 | 1 | 0.02% | 0.07% | 0.19% | Q2 2014 | Q3 2023 | 14 |
Financial Management Professionals, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Virtu KCG Holdings LLC | 12 | 1 | 0.00% | 0.03% | 0.14% | Q3 2013 | Q2 2017 | 14 |
CRAMER ROSENTHAL MCGLYNN LLC | 14 | 14 | 0.02% | 0.17% | 0.71% | Q4 2018 | Q1 2022 | 14 |
Mattern Wealth Management LLC | 14 | 14 | 0.08% | 0.10% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Personal Capital Advisors Corp | 11 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2022 | 14 |
Larson Financial Group LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 9 | 2 | 0.01% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 14 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 14 | 14 | 0.00% | 0.10% | 0.30% | Q2 2020 | Q3 2023 | 14 |
HOWLAND CAPITAL MANAGEMENT LLC | 5 | 2 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q3 2023 | 14 |
RHUMBLINE ADVISERS | 12 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 14 |
Goodman Financial Corp | 13 | 1 | 0.06% | 0.07% | 0.10% | Q4 2017 | Q3 2023 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.03% | 0.05% | 0.06% | Q2 2017 | Q3 2020 | 14 |
Investors Capital Advisory Services | 13 | 13 | 0.13% | 0.27% | 0.49% | Q2 2013 | Q2 2016 | 13 |
Key FInancial Inc | 12 | 1 | 0.01% | 0.03% | 0.12% | Q1 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
ASHMORE WEALTH MANAGEMENT LLC | 13 | 13 | 0.72% | 1.09% | 1.36% | Q3 2015 | Q3 2018 | 13 |
BlackRock Institutional Trust Company, N.A. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 13 |
CONNABLE OFFICE INC | 10 | 3 | 0.07% | 0.14% | 0.21% | Q2 2013 | Q1 2017 | 13 |
WEATHERLY ASSET MANAGEMENT L. P. | 13 | 13 | 0.16% | 0.48% | 0.57% | Q4 2016 | Q4 2019 | 13 |
BlackRock Investment Management, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2016 | 13 |
RMB Capital Management, LLC | 12 | 1 | 0.01% | 0.08% | 0.29% | Q2 2013 | Q4 2017 | 13 |
M&G INVESTMENT MANAGEMENT LTD | 13 | 13 | 0.00% | 0.19% | 0.40% | Q4 2019 | Q4 2022 | 13 |
ExodusPoint Capital Management, LP | 6 | 1 | 0.00% | 0.12% | 0.53% | Q2 2019 | Q1 2023 | 13 |
TUDOR INVESTMENT CORP ET AL | 3 | 1 | 0.00% | 0.05% | 0.40% | Q4 2020 | Q3 2023 | 13 |
MOORE CAPITAL MANAGEMENT, LP | 7 | 1 | 0.01% | 0.20% | 1.17% | Q1 2014 | Q2 2022 | 13 |
CapWealth Advisors, LLC | 7 | 6 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2016 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.03% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Zurich Insurance Group Ltd/FI | 9 | 1 | 0.02% | 0.21% | 0.43% | Q1 2018 | Q2 2023 | 13 |
Vanguard Personalized Indexing Management, LLC | 9 | 4 | 0.02% | 0.05% | 0.11% | Q2 2020 | Q3 2023 | 13 |
BNP PARIBAS FINANCIAL MARKETS | 6 | 2 | 0.00% | 0.53% | 2.92% | Q1 2014 | Q3 2023 | 13 |
Truehand, Inc | 13 | 13 | 0.04% | 0.04% | 0.05% | Q4 2018 | Q4 2021 | 13 |
MSI Financial Services Inc | 7 | 6 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 13 |
180 WEALTH ADVISORS, LLC | 7 | 1 | 0.05% | 0.14% | 0.27% | Q2 2018 | Q3 2023 | 13 |
Marquette Asset Management, LLC | 13 | 13 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q1 2022 | 13 |
W.G. Shaheen & Associates DBA Whitney & Co | 10 | 3 | 0.01% | 0.58% | 0.88% | Q1 2018 | Q3 2023 | 13 |
BlackRock Group LTD | 13 | 13 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2016 | 13 |
Baystate Wealth Management LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 13 |
abrdn plc | 7 | 6 | 0.01% | 0.17% | 0.58% | Q3 2017 | Q3 2023 | 13 |
Rothschild Capital Partners, LLC | 11 | 11 | 1.90% | 3.02% | 3.99% | Q2 2013 | Q4 2015 | 13 |
JENNISON ASSOCIATES LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
BLACKROCK ADVISORS LLC | 13 | 13 | 0.03% | 0.08% | 0.18% | Q2 2013 | Q2 2016 | 13 |
Nicholas Hoffman & Company, LLC. | 13 | 13 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
MinichMacGregor Wealth Management, LLC | 12 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2022 | 13 |
WESTWOOD HOLDINGS GROUP INC | 8 | 5 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 13 |
RITHOLTZ WEALTH MANAGEMENT | 13 | 13 | 0.02% | 0.07% | 0.17% | Q3 2020 | Q3 2023 | 13 |
COMPASS CAPITAL MANAGEMENT, INC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q3 2014 | Q4 2020 | 13 |
SCHARF INVESTMENTS, LLC | 13 | 13 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q2 2016 | 13 |
Achmea Investment Management B.V. | 13 | 13 | 0.03% | 0.09% | 0.18% | Q3 2020 | Q3 2023 | 13 |
Lorne Steinberg Wealth Management Inc. | 12 | 12 | 1.33% | 1.79% | 2.15% | Q4 2020 | Q3 2023 | 12 |
Qube Research & Technologies Ltd | 6 | 1 | 0.01% | 0.06% | 0.13% | Q4 2019 | Q3 2023 | 12 |
Constitution Capital LLC | 12 | 12 | 0.28% | 0.38% | 0.51% | Q4 2020 | Q3 2023 | 12 |
Johnson Midwest Financial, LLC | 12 | 12 | 0.02% | 0.05% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Egerton Capital (UK) LLP | 9 | 3 | 4.36% | 7.28% | 11.23% | Q3 2014 | Q3 2023 | 12 |
LOWE BROCKENBROUGH & CO INC | 9 | 1 | 0.03% | 0.08% | 0.11% | Q2 2013 | Q3 2023 | 12 |
RATIONAL ADVISORS LLC | 5 | 1 | 0.00% | 0.03% | 0.08% | Q1 2009 | Q3 2023 | 12 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 6 | 6 | 0.04% | 0.09% | 0.14% | Q4 2019 | Q3 2023 | 12 |
PICTET ASSET MANAGEMENT LTD | 12 | 12 | 0.04% | 0.07% | 0.13% | Q3 2018 | Q2 2021 | 12 |
CHILTON INVESTMENT CO INC. | 9 | 1 | 0.01% | 0.12% | 0.79% | Q4 2014 | Q2 2022 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2021 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
CAPITAL INTERNATIONAL LTD /CA/ | 9 | 3 | 0.04% | 0.54% | 0.98% | Q2 2015 | Q3 2023 | 12 |
Verity & Verity, LLC | 12 | 12 | 0.06% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 12 |
InterOcean Capital Group, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
1st Global Advisors, Inc. | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2014 | Q2 2017 | 12 |
Integrated Wealth Concepts LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
COMERICA SECURITIES INC | 11 | 1 | 0.13% | 0.20% | 0.70% | Q4 2014 | Q4 2018 | 12 |
New Potomac Partners, LLC | 12 | 12 | 0.07% | 0.08% | 0.09% | Q4 2017 | Q3 2020 | 12 |
Apex Capital Management | 12 | 12 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2016 | 12 |
JFS WEALTH ADVISORS, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 12 |
FORA Capital, LLC | 5 | 2 | 0.01% | 0.13% | 0.30% | Q4 2019 | Q3 2023 | 12 |
KINGS POINT CAPITAL MANAGEMENT | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 12 |
Euro Pacific Asset Management, LLC | 8 | 4 | 0.05% | 0.08% | 0.14% | Q2 2020 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.38% | 0.50% | 0.60% | Q2 2013 | Q1 2016 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 12 |
Certified Advisory Corp | 11 | 1 | 0.02% | 0.02% | 0.04% | Q4 2017 | Q1 2021 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.10% | 0.13% | 0.16% | Q4 2020 | Q3 2023 | 12 |
EVERGREEN CAPITAL MANAGEMENT LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
FEDERATED HERMES, INC. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q2 2021 | 12 |
Lombard Odier & Cie (Canada), Limited Partnership | 12 | 12 | 1.53% | 2.85% | 3.73% | Q4 2013 | Q3 2016 | 12 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.12% | 0.39% | 0.88% | Q4 2020 | Q3 2023 | 12 |
ClearBridge Investments Ltd | 5 | 1 | 0.00% | 0.22% | 2.39% | Q2 2017 | Q4 2021 | 12 |
NEW YORK STATE COMMON RETIREMENT FUND | 8 | 4 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2023 | 12 |
PineBridge Investments, L.P. | 5 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q2 2023 | 12 |
CLEAR STREET MARKETS LLC | 5 | 1 | 0.00% | 0.04% | 0.19% | Q2 2014 | Q4 2022 | 12 |
BANCORPSOUTH INC | 8 | 1 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q3 2017 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.01% | 0.09% | 0.18% | Q4 2016 | Q3 2019 | 12 |
LEUTHOLD GROUP, LLC | 6 | 2 | 0.22% | 0.47% | 0.64% | Q2 2013 | Q3 2019 | 12 |
Counsel Portfolio Services Inc. | 11 | 1 | 0.52% | 0.94% | 1.26% | Q2 2013 | Q2 2016 | 12 |
HHM Wealth Advisors, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.02% | 0.26% | 0.51% | Q4 2016 | Q3 2019 | 12 |
BRUNI J V & CO /CO | 12 | 12 | 0.52% | 1.38% | 2.20% | Q2 2013 | Q1 2016 | 12 |
Valley Brook Capital Group, Inc. | 12 | 12 | 0.36% | 0.39% | 0.43% | Q4 2020 | Q3 2023 | 12 |
WHV Investments, Inc. | 12 | 12 | 4.30% | 5.72% | 6.96% | Q2 2013 | Q1 2016 | 12 |
Independent Portfolio Consultants, Inc. | 12 | 12 | 0.01% | 0.10% | 0.19% | Q3 2014 | Q2 2017 | 12 |
Tacita Capital Inc | 12 | 12 | 1.54% | 1.99% | 2.43% | Q4 2020 | Q3 2023 | 12 |
STRS OHIO | 5 | 3 | 0.00% | 0.05% | 0.09% | Q4 2016 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Capital Analysts, LLC | 10 | 2 | 0.00% | 0.13% | 0.25% | Q4 2012 | Q2 2018 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Sterling Capital Management LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.10% | 0.14% | 0.17% | Q4 2020 | Q3 2023 | 12 |
First Pacific Financial | 12 | 12 | 0.26% | 0.29% | 0.34% | Q4 2020 | Q3 2023 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.03% | 0.31% | 0.64% | Q4 2016 | Q3 2019 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.02% | 0.21% | 0.42% | Q4 2016 | Q3 2019 | 12 |
Citadel Investment Advisory, Inc. | 12 | 12 | 0.58% | 0.65% | 0.71% | Q4 2020 | Q3 2023 | 12 |
Rempart Asset Management Inc. | 11 | 11 | 4.24% | 4.74% | 5.05% | Q2 2021 | Q4 2023 | 11 |
CARLSON CAPITAL L P | 5 | 1 | 0.15% | 0.53% | 1.04% | Q2 2018 | Q3 2023 | 11 |
SPRENG CAPITAL MANAGEMENT, INC. | 4 | 3 | 0.13% | 0.16% | 0.19% | Q3 2020 | Q3 2023 | 11 |
Koshinski Asset Management, Inc. | 11 | 11 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 11 |
COURIER CAPITAL LLC | 4 | 1 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q2 2023 | 11 |
THOMPSON DAVIS & CO., INC. | 6 | 5 | 0.01% | 0.03% | 0.04% | Q3 2014 | Q3 2017 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
BHF Kleinwort Benson Group S.A. | 11 | 11 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q4 2015 | 11 |
Wharton Business Group, LLC | 11 | 11 | 0.02% | 0.57% | 1.46% | Q2 2013 | Q4 2015 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q4 2015 | 11 |
CULLINAN ASSOCIATES INC | 11 | 11 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Cullen Capital Management, LLC | 11 | 11 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 11 |
AVANTAX ADVISORY SERVICES, INC. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 11 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 11 |
British Airways Pensions Investment Management Ltd | 11 | 11 | 0.11% | 0.25% | 0.44% | Q4 2014 | Q2 2017 | 11 |
Sullivan, Bruyette, Speros & Blaney, LLC | 7 | 4 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q1 2021 | 11 |
SkyView Investment Advisors, LLC | 8 | 3 | 0.01% | 0.38% | 1.41% | Q4 2020 | Q3 2023 | 11 |
Taylor, Cottrill LLC | 11 | 11 | 1.10% | 1.18% | 1.30% | Q2 2013 | Q4 2015 | 11 |
NORTHSTAR ASSET MANAGEMENT INC | 11 | 11 | 2.46% | 3.23% | 3.67% | Q1 2021 | Q3 2023 | 11 |
BREMER TRUST NATIONAL ASSOCIATION | 10 | 1 | 0.01% | 0.08% | 0.11% | Q2 2013 | Q4 2018 | 11 |
Caprock Group, LLC | 8 | 1 | 0.02% | 0.05% | 0.07% | Q1 2016 | Q4 2020 | 11 |
Lenox Wealth Management, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2019 | 11 |
UBS ASSET MANAGEMENT AMERICAS INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2019 | 11 |
Zions Bancorporation | 9 | 1 | 0.01% | 0.03% | 0.04% | Q1 2015 | Q3 2018 | 11 |
FIDGEON TIMOTHY F | 11 | 11 | 3.81% | 4.37% | 4.86% | Q1 2013 | Q3 2015 | 11 |
COLDSTREAM CAPITAL MANAGEMENT INC | 7 | 4 | 0.06% | 0.13% | 0.17% | Q2 2013 | Q4 2016 | 11 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 11 | 11 | 0.10% | 0.32% | 0.46% | Q3 2019 | Q1 2022 | 11 |
Walleye Capital LLC | 3 | 2 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 11 |
MAVERICK CAPITAL LTD | 5 | 2 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 11 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 0.13% | 0.16% | 0.23% | Q2 2020 | Q4 2022 | 11 |
LOGAN CAPITAL MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
PDS Planning, Inc | 11 | 11 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Whitnell & Co. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2018 | 11 |
Bank Pictet & Cie (Europe) AG | 11 | 11 | 0.02% | 0.07% | 0.12% | Q4 2018 | Q2 2021 | 11 |
Bradley Mark J. | 11 | 11 | 1.40% | 1.63% | 1.88% | Q4 2020 | Q2 2023 | 11 |
BENNETT SELBY INVESTMENTS LP | 11 | 11 | 0.27% | 0.35% | 0.42% | Q2 2021 | Q4 2023 | 11 |
Beacon Pointe Advisors, LLC | 11 | 11 | 0.02% | 0.14% | 0.21% | Q1 2021 | Q3 2023 | 11 |
Arkadios Wealth Advisors | 8 | 3 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 11 |
FRED ALGER MANAGEMENT, LLC | 7 | 4 | 0.00% | 0.04% | 0.24% | Q2 2013 | Q2 2018 | 11 |
Willingdon Wealth Management | 11 | 11 | 0.01% | 0.44% | 1.02% | Q3 2017 | Q1 2020 | 11 |
Timber Hill LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2017 | 11 |
BOSTON ADVISORS LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2019 | 11 |
AHL Partners LLP | 8 | 3 | 0.01% | 0.14% | 0.43% | Q3 2014 | Q4 2017 | 11 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2021 | 10 |
Marshall Financial Group LLC | 10 | 10 | 0.28% | 0.34% | 0.40% | Q2 2021 | Q3 2023 | 10 |
Vident Investment Advisory, LLC | 7 | 3 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q1 2023 | 10 |
Kestra Advisory Services, LLC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 10 |
Concord Wealth Partners | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Squarepoint Ops LLC | 4 | 1 | 0.00% | 0.05% | 0.45% | Q1 2015 | Q3 2023 | 10 |
Chesley Taft & Associates LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2015 | 10 |
First Affirmative Financial Network | 10 | 10 | 0.27% | 0.32% | 0.36% | Q3 2021 | Q4 2023 | 10 |
Tempus Wealth Planning, LLC | 10 | 10 | 0.34% | 0.44% | 0.58% | Q2 2021 | Q3 2023 | 10 |
TRUST CO OF TOLEDO NA /OH/ | 7 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2023 | 10 |
GROUP ONE TRADING, L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2022 | 10 |
West Branch Capital LLC | 10 | 10 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Artisan Partners Limited Partnership | 5 | 1 | 0.20% | 0.38% | 0.51% | Q3 2018 | Q3 2023 | 10 |
Arjuna Capital | 10 | 10 | 0.10% | 0.30% | 0.81% | Q2 2021 | Q3 2023 | 10 |
MARQUE MILLENNIUM CAPITAL MANAGEMENT LCC | 10 | 10 | 1.29% | 1.51% | 2.21% | Q2 2013 | Q3 2015 | 10 |
BAHL & GAYNOR INC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 10 |
Nikko Asset Management Americas, Inc. | 8 | 2 | 0.01% | 0.03% | 0.04% | Q4 2014 | Q3 2017 | 10 |
SII INVESTMENTS INC/WI | 10 | 10 | 0.03% | 0.04% | 0.06% | Q3 2015 | Q4 2017 | 10 |
Summit Global Investments | 9 | 1 | 0.07% | 0.11% | 0.17% | Q1 2017 | Q1 2020 | 10 |
Parsec Financial Management, Inc. | 10 | 10 | 0.03% | 0.07% | 0.09% | Q3 2017 | Q4 2019 | 10 |
Cypress Capital Group | 9 | 1 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q1 2017 | 10 |
STERLING INVESTMENT MANAGEMENT, LLC | 10 | 10 | 0.99% | 1.62% | 2.64% | Q2 2021 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Stewardship Financial Advisors, LLC | 10 | 10 | 0.13% | 0.15% | 0.17% | Q3 2018 | Q4 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q1 2019 | 10 |
WFG Advisors, LP | 8 | 1 | 0.00% | 0.06% | 0.09% | Q2 2013 | Q2 2017 | 10 |
CAMBRIDGE TRUST CO | 9 | 1 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2022 | 10 |
ASSOCIATED BANC-CORP | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2022 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2020 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Madden Advisory Services, Inc. | 7 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2017 | 10 |
LIBERTY WEALTH MANAGEMENT LLC | 7 | 1 | 0.03% | 0.05% | 0.06% | Q4 2018 | Q3 2021 | 10 |
Regal Investment Advisors LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 10 |
Zimmer Partners, LP | 7 | 1 | 0.01% | 0.09% | 0.39% | Q2 2019 | Q3 2023 | 10 |
Cerity Partners LLC | 8 | 1 | 0.01% | 0.04% | 0.09% | Q1 2019 | Q3 2023 | 10 |
LINCOLN NATIONAL CORP | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 10 |
D.B. Root & Company, LLC | 10 | 10 | 0.11% | 0.16% | 0.23% | Q2 2021 | Q3 2023 | 10 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 6 | 1 | 0.15% | 0.26% | 0.41% | Q2 2019 | Q3 2023 | 10 |
Balentine LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2020 | 10 |
Vontobel Holding Ltd. | 6 | 4 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 10 |
Triasima Portfolio Management inc. | 10 | 10 | 0.02% | 2.10% | 4.76% | Q4 2020 | Q1 2023 | 10 |
Value Partners Investments Inc. | 10 | 10 | 0.02% | 0.52% | 2.47% | Q2 2021 | Q3 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.12% | 0.17% | 0.21% | Q2 2021 | Q3 2023 | 10 |
BlueCrest Capital Management Ltd | 5 | 1 | 0.01% | 0.12% | 0.32% | Q1 2015 | Q1 2019 | 10 |
Union Heritage Capital, LLC | 10 | 10 | 0.42% | 0.55% | 0.64% | Q1 2021 | Q2 2023 | 10 |
Armbruster Capital Management, Inc. | 10 | 10 | 0.04% | 0.07% | 0.09% | Q4 2015 | Q1 2018 | 10 |
Athanor Capital, LP | 10 | 10 | 0.06% | 0.66% | 1.25% | Q1 2019 | Q2 2021 | 10 |
Pacer Advisors, Inc. | 5 | 1 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q3 2023 | 10 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 8 | 2 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q2 2018 | 10 |
PFG Private Wealth Management, LLC | 9 | 9 | 0.01% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Stonehage Fleming (UK) Ltd | 9 | 9 | 0.26% | 0.61% | 0.80% | Q4 2013 | Q4 2015 | 9 |
MONETA GROUP INVESTMENT ADVISORS LLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q3 2015 | Q2 2019 | 9 |
Mirae Asset Global Investments Co., Ltd. | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q2 2017 | 9 |
FIRST NATIONAL TRUST CO | 6 | 1 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q1 2022 | 9 |
Y-Intercept (Hong Kong) Ltd | 8 | 1 | 0.03% | 0.18% | 0.52% | Q4 2020 | Q1 2023 | 9 |
ProVise Management Group, LLC | 9 | 9 | 0.05% | 0.07% | 0.08% | Q1 2015 | Q1 2017 | 9 |
Kathmere Capital Management, LLC | 7 | 2 | 0.02% | 0.08% | 0.12% | Q3 2020 | Q3 2023 | 9 |
PIERSHALE FINANCIAL GROUP, INC. | 5 | 4 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2016 | 9 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q2 2022 | 9 |
Coronation Fund Managers Ltd. | 9 | 9 | 0.60% | 1.57% | 2.30% | Q3 2021 | Q3 2023 | 9 |
Capital Innovations LLC | 7 | 2 | 1.32% | 2.00% | 3.44% | Q1 2017 | Q3 2019 | 9 |
Gyon Technologies Capital Management, LP | 4 | 1 | 0.13% | 0.64% | 1.54% | Q1 2020 | Q4 2022 | 9 |
Community Financial Services Group, LLC | 7 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 9 |
TEACHERS ADVISORS, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2017 | 9 |
FOX RUN MANAGEMENT, L.L.C. | 4 | 1 | 0.13% | 0.22% | 0.36% | Q2 2016 | Q1 2023 | 9 |
Jaffetilchin Investment Partners, LLC | 5 | 1 | 0.07% | 0.16% | 0.30% | Q1 2014 | Q3 2018 | 9 |
Tarbox Family Office, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2016 | 9 |
Asset Management One Co., Ltd. | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2017 | 9 |
Brandywine Global Investment Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2019 | 9 |
People's United Financial, Inc. | 8 | 1 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q1 2022 | 9 |
IHT Wealth Management, LLC | 6 | 1 | 0.01% | 0.05% | 0.10% | Q4 2016 | Q2 2023 | 9 |
Consulta Ltd | 9 | 9 | 5.76% | 6.61% | 7.63% | Q3 2021 | Q3 2023 | 9 |
RWWM, Inc. | 9 | 9 | 0.55% | 2.10% | 3.69% | Q4 2012 | Q4 2014 | 9 |
Strong Tower Advisory Services | 9 | 9 | 0.59% | 0.66% | 0.77% | Q3 2021 | Q3 2023 | 9 |
Merrion Investment Management Co, LLC | 6 | 1 | 0.20% | 0.25% | 0.28% | Q4 2020 | Q3 2023 | 9 |
Simplicity Solutions, LLC | 6 | 1 | 0.01% | 0.04% | 0.14% | Q4 2015 | Q3 2023 | 9 |
AGF Investments LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2021 | 9 |
Motley Fool Wealth Management, LLC | 5 | 4 | 0.40% | 0.52% | 0.64% | Q4 2014 | Q3 2023 | 9 |
Sugarloaf Wealth Management, LLC | 6 | 3 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 9 |
KB FINANCIAL PARTNERS, LLC | 8 | 1 | 0.08% | 0.31% | 0.68% | Q1 2021 | Q3 2023 | 9 |
TRUEWEALTH LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2019 | 9 |
Brick & Kyle, Associates | 9 | 9 | 0.02% | 0.03% | 0.03% | Q4 2014 | Q4 2016 | 9 |
ELEFANTE MICHAEL B | 9 | 9 | 3.14% | 3.54% | 4.12% | Q4 2012 | Q4 2014 | 9 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2022 | 9 |
Bison Wealth, LLC | 4 | 1 | 0.09% | 0.12% | 0.14% | Q3 2018 | Q2 2021 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q2 2015 | 9 |
MID CONTINENT CAPITAL LLC/IL | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2015 | 9 |
Israel Discount Bank of New York | 9 | 9 | 0.04% | 0.06% | 0.07% | Q1 2017 | Q1 2019 | 9 |
Brand Asset Management Group, Inc. | 9 | 9 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q1 2021 | 9 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 9 | 9 | 0.21% | 0.26% | 0.32% | Q4 2013 | Q4 2015 | 9 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 9 | 9 | 0.04% | 0.10% | 0.13% | Q2 2013 | Q2 2015 | 9 |
BRISTOL JOHN W & CO INC /NY/ | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 9 |
SEVEN EIGHT CAPITAL, LP | 3 | 1 | 0.03% | 0.13% | 0.24% | Q4 2013 | Q3 2023 | 9 |
Alexandria Capital, LLC | 9 | 9 | 0.08% | 0.09% | 0.10% | Q4 2017 | Q4 2019 | 9 |
Montecito Bank & Trust | 5 | 1 | 0.03% | 0.12% | 0.14% | Q2 2013 | Q4 2016 | 9 |
Gould Capital, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Sweet Financial Partners, LLC | 8 | 8 | 0.14% | 0.18% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Financial Gravity Asset Management, Inc. | 3 | 1 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q2 2023 | 8 |
KENFARB & CO. | 8 | 8 | 1.29% | 1.44% | 1.53% | Q4 2021 | Q3 2023 | 8 |
Allen Investment Management, LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Advisory Resource Group | 4 | 4 | 0.07% | 0.12% | 0.16% | Q3 2021 | Q3 2023 | 8 |
Perkins Coie Trust Co | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2017 | 8 |
Pflug Koory, LLC | 7 | 1 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q1 2019 | 8 |
Stamos Capital Partners, L.P. | 7 | 1 | 0.15% | 0.29% | 0.46% | Q1 2020 | Q3 2023 | 8 |
Arete Wealth Advisors, LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q2 2022 | 8 |
THORNBURG INVESTMENT MANAGEMENT INC | 8 | 8 | 0.00% | 0.39% | 0.55% | Q2 2013 | Q1 2015 | 8 |
BlackDiamond Wealth Management, LLC | 8 | 8 | 0.39% | 0.50% | 0.61% | Q4 2021 | Q3 2023 | 8 |
PATHSTONE FAMILY OFFICE, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.29% | 0.33% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Stevens First Principles Investment Advisors | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 8 |
Engineers Gate Manager LP | 3 | 2 | 0.01% | 0.03% | 0.07% | Q1 2015 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.63% | 1.20% | 1.81% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
North Star Investment Management Corp. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q4 2015 | 8 |
STERNE AGEE GROUP, INC. | 8 | 8 | 0.29% | 0.44% | 0.57% | Q2 2013 | Q1 2015 | 8 |
HERMES INVESTMENT MANAGEMENT LTD | 8 | 8 | 0.01% | 0.03% | 0.06% | Q3 2016 | Q2 2018 | 8 |
CITY NATIONAL BANK | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2015 | 8 |
Bank of Kentucky, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
GoalVest Advisory LLC | 5 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 8 |
Liberty Capital Management, Inc. | 6 | 1 | 0.10% | 0.11% | 0.12% | Q3 2016 | Q1 2019 | 8 |
HAP Trading, LLC | 3 | 1 | 0.00% | 0.01% | 0.06% | Q2 2017 | Q3 2021 | 8 |
Barrington Strategic Wealth Management Group LLC | 8 | 8 | 0.14% | 0.17% | 0.21% | Q2 2013 | Q1 2015 | 8 |
RS CRUM INC. | 8 | 8 | 0.32% | 0.57% | 0.89% | Q4 2021 | Q3 2023 | 8 |
AlphaOne Investment Services, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2019 | 8 |
Marks Group Wealth Management, Inc | 7 | 1 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 8 |
Beaumont Financial Partners, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 8 |
Legacy Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q2 2023 | 8 |
Lumature Wealth Partners, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 8 |
Cinctive Capital Management LP | 3 | 1 | 0.05% | 0.45% | 0.61% | Q2 2020 | Q4 2022 | 8 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2015 | 8 |
BI Asset Management Fondsmaeglerselskab A/S | 4 | 1 | 0.01% | 0.02% | 0.06% | Q3 2019 | Q3 2023 | 8 |
CAPITAL ONE, NATIONAL ASSOCIATION | 7 | 1 | 0.02% | 0.04% | 0.04% | Q2 2013 | Q4 2016 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 2.31% | 2.45% | 2.57% | Q4 2021 | Q3 2023 | 8 |
Union Bancaire Privee Asset Management LLC | 8 | 8 | 1.42% | 1.64% | 1.95% | Q2 2019 | Q1 2021 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.05% | Q4 2021 | Q3 2023 | 8 |
DC Investments Management, LLC | 5 | 1 | 0.08% | 0.19% | 0.29% | Q4 2017 | Q2 2020 | 8 |
ACUITY INVESTMENT MANAGEMENT INC | 8 | 8 | 2.10% | 2.76% | 3.30% | Q2 2013 | Q1 2015 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Bollard Group LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
Disciplined Investments, LLC | 8 | 8 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q2 2023 | 8 |
LMR Partners LLP | 2 | 1 | 0.02% | 0.14% | 0.32% | Q4 2014 | Q3 2022 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.07% | 0.09% | 0.14% | Q4 2021 | Q3 2023 | 8 |
NewEdge Advisors, LLC | 6 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Bank Julius Baer & Co. Ltd, Zurich | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2021 | 8 |
COOKSON PEIRCE & CO INC | 4 | 4 | 0.22% | 0.57% | 0.84% | Q2 2014 | Q4 2022 | 8 |
Gideon Capital Advisors, Inc. | 3 | 1 | 0.14% | 0.46% | 1.55% | Q4 2013 | Q4 2019 | 8 |
Stokes Family Office, LLC | 8 | 8 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Meritage Group LP | 8 | 8 | 0.01% | 3.52% | 5.10% | Q4 2019 | Q3 2021 | 8 |
STOCK YARDS BANK & TRUST CO | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Baader Bank Aktiengesellschaft | 8 | 8 | 0.39% | 0.56% | 0.72% | Q4 2021 | Q3 2023 | 8 |
Pendal Group Ltd | 8 | 8 | 0.02% | 0.21% | 0.28% | Q1 2021 | Q4 2022 | 8 |
Financial Advocates Investment Management | 3 | 1 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
OneDigital Investment Advisors LLC | 4 | 1 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q3 2023 | 8 |
PEAPACK GLADSTONE FINANCIAL CORP | 5 | 3 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
PEG CAPITAL MANAGEMENT INC /NH/ | 8 | 8 | 0.30% | 0.34% | 0.39% | Q2 2013 | Q1 2015 | 8 |
Qtron Investments LLC | 6 | 1 | 0.09% | 0.17% | 0.25% | Q4 2018 | Q3 2023 | 8 |
NorthCoast Asset Management LLC | 6 | 2 | 0.06% | 0.19% | 0.36% | Q2 2013 | Q2 2015 | 8 |
Bell Rock Capital LLC | 8 | 8 | 0.09% | 0.35% | 0.75% | Q2 2017 | Q1 2019 | 8 |
Pinnacle Wealth Planning Services, Inc. | 7 | 1 | 0.03% | 0.06% | 0.07% | Q4 2020 | Q2 2023 | 8 |
Dorsey & Whitney Trust CO LLC | 7 | 1 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 8 |
Mystic Asset Management, Inc. | 8 | 8 | 0.52% | 0.59% | 0.65% | Q4 2021 | Q3 2023 | 8 |
Coastline Trust Co | 5 | 3 | 0.04% | 0.06% | 0.09% | Q4 2014 | Q2 2017 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
WEALTHSOURCE PARTNERS, LLC | 8 | 8 | 0.03% | 0.07% | 0.14% | Q4 2021 | Q3 2023 | 8 |
MEEDER ASSET MANAGEMENT INC | 5 | 3 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q2 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q1 2015 | 8 |
First Eagle Investment Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Endowment Wealth Management, Inc. | 6 | 1 | 0.25% | 0.30% | 0.33% | Q4 2021 | Q3 2023 | 7 |
PRINCIPAL FINANCIAL GROUP INC | 7 | 7 | 0.11% | 0.14% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Wagner Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2022 | 7 |
Front Row Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 7 |
Prime Capital Investment Advisors, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 7 |
MGO ONE SEVEN LLC | 4 | 1 | 0.02% | 0.08% | 0.10% | Q4 2017 | Q1 2022 | 7 |
Bedel Financial Consulting, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
THOMPSON SIEGEL & WALMSLEY LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2019 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.96% | 1.09% | 1.22% | Q2 2013 | Q4 2014 | 7 |
ClariVest Asset Management LLC | 7 | 7 | 0.27% | 0.38% | 0.48% | Q3 2021 | Q1 2023 | 7 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 5 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
MAI Capital Management | 4 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
BRIGHTON JONES LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 7 |
CAMBIAR INVESTORS LLC | 7 | 7 | 0.79% | 1.45% | 2.27% | Q1 2022 | Q3 2023 | 7 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 7 |
HARRIS ASSOCIATES L P | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Barrett Asset Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Virtu Financial LLC | 2 | 1 | 0.03% | 0.05% | 0.07% | Q3 2017 | Q4 2022 | 7 |
NuWave Investment Management, LLC | 4 | 1 | 0.00% | 0.18% | 0.65% | Q3 2020 | Q3 2022 | 7 |
Li Winifred I | 7 | 7 | 0.66% | 0.78% | 0.90% | Q2 2013 | Q4 2014 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.10% | 0.13% | 0.16% | Q2 2013 | Q4 2014 | 7 |
Encompass Capital Advisors LLC | 2 | 1 | 0.56% | 1.71% | 2.86% | Q2 2014 | Q1 2023 | 7 |
Brookfield Asset Management | 5 | 1 | 0.01% | 0.02% | 0.10% | Q4 2016 | Q2 2019 | 7 |
KGH Ltd | 4 | 3 | 0.00% | 0.04% | 0.11% | Q1 2016 | Q4 2017 | 7 |
Column Capital Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 7 |
PDT Partners, LLC | 4 | 1 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q3 2020 | 7 |
J. Goldman & Co LP | 2 | 1 | 0.44% | 0.77% | 1.11% | Q2 2013 | Q1 2023 | 7 |
Waverly Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 7 |
Cooperatieve Rabobank U.A. | 4 | 3 | 0.12% | 0.34% | 0.97% | Q2 2013 | Q1 2015 | 7 |
CAPITAL COUNSEL LLC/NY | 4 | 3 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q2 2021 | 7 |
WEST PACES ADVISORS INC. | 5 | 2 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q3 2021 | 7 |
NTV ASSET MANAGEMENT LLC | 4 | 3 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q2 2023 | 7 |
Princeton Alpha Management LP | 3 | 2 | 0.08% | 0.14% | 0.35% | Q4 2013 | Q3 2016 | 7 |
Metis Global Partners, LLC | 7 | 7 | 0.12% | 0.27% | 0.41% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Ascent Group, LLC | 7 | 7 | 0.03% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
TDAM USA INC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
FourThought Financial, LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 7 |
OXFORD FINANCIAL GROUP, LTD. LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2023 | 7 |
NumerixS Investment Technologies Inc | 2 | 1 | 0.00% | 0.03% | 0.06% | Q3 2016 | Q1 2019 | 7 |
NORDEA INVESTMENT MANAGEMENT AB | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2020 | 7 |
Piscataqua Savings Bank | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
BOSTON PRIVATE BANK & TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2015 | 7 |
Quaero Capital S.A. | 7 | 7 | 0.68% | 1.10% | 1.75% | Q4 2021 | Q2 2023 | 7 |
Natixis Investment Managers International | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2022 | 7 |
State of Wyoming | 5 | 1 | 0.03% | 0.09% | 0.23% | Q1 2021 | Q3 2023 | 7 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 7 | 7 | 4.37% | 11.16% | 14.60% | Q4 2021 | Q2 2023 | 7 |
BRASADA CAPITAL MANAGEMENT, LP | 3 | 1 | 0.01% | 0.72% | 1.71% | Q4 2017 | Q3 2023 | 7 |
Vise Technologies, Inc. | 7 | 7 | 0.07% | 0.09% | 0.16% | Q1 2022 | Q3 2023 | 7 |
D'Orazio & Associates, Inc. | 5 | 1 | 0.01% | 0.05% | 0.08% | Q3 2015 | Q3 2023 | 7 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Venturi Wealth Management, LLC | 4 | 3 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 7 |
TCF National Bank | 7 | 7 | 0.03% | 0.04% | 0.05% | Q3 2019 | Q1 2021 | 7 |
HBK Sorce Advisory LLC | 6 | 1 | 0.03% | 0.07% | 0.10% | Q4 2013 | Q4 2017 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
CGOV Asset Management | 7 | 7 | 4.75% | 6.13% | 7.36% | Q3 2016 | Q1 2018 | 7 |
Centiva Capital, LP | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q2 2023 | 7 |
Mascoma Wealth Management LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
First Dallas Securities Inc. | 7 | 7 | 0.16% | 0.17% | 0.20% | Q3 2013 | Q1 2015 | 7 |
Wahed Invest LLC | 7 | 7 | 0.14% | 0.18% | 0.20% | Q1 2022 | Q3 2023 | 7 |
Holocene Advisors, LP | 4 | 1 | 0.18% | 0.59% | 0.88% | Q1 2018 | Q1 2023 | 7 |
Unigestion Holding SA | 4 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 7 |
TIAA, FSB | 5 | 2 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q2 2023 | 7 |
MQS Management LLC | 4 | 2 | 0.16% | 0.33% | 0.75% | Q4 2021 | Q2 2023 | 6 |
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 6 | 6 | 0.34% | 0.48% | 0.57% | Q2 2022 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
SEI TRUST CO | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Grove Bank & Trust | 4 | 2 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 6 |
Capital Group Private Client Services, Inc. | 3 | 3 | 0.02% | 0.05% | 0.09% | Q3 2021 | Q3 2023 | 6 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2015 | 6 |
Sageworth Trust Co of South Dakota | 6 | 6 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q1 2023 | 6 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q1 2022 | 6 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 5 | 1 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 6 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.04% | 0.20% | 0.45% | Q4 2019 | Q2 2022 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.02% | 0.03% | 0.03% | Q1 2014 | Q2 2015 | 6 |
New Millennium Group LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
TOMPKINS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2023 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.19% | 0.42% | 0.61% | Q2 2022 | Q3 2023 | 6 |
Retirement Systems of Alabama | 4 | 2 | 0.03% | 0.12% | 0.17% | Q4 2013 | Q4 2015 | 6 |
Banque Cantonale Vaudoise | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Kingsview Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Cornerstone Management, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 6 |
HANSEATIC MANAGEMENT SERVICES INC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.11% | 0.16% | 0.26% | Q2 2013 | Q3 2014 | 6 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 6 | 6 | 0.01% | 0.08% | 0.15% | Q2 2013 | Q3 2014 | 6 |
HAZLETT, BURT & WATSON, INC. | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Csenge Advisory Group | 4 | 1 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q2 2023 | 6 |
Desjardins Global Asset Management Inc. | 5 | 1 | 0.02% | 0.26% | 0.97% | Q4 2021 | Q3 2023 | 6 |
First Capital Advisors Group, LLC. | 5 | 1 | 0.01% | 0.21% | 0.30% | Q1 2018 | Q2 2023 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2017 | 6 |
Chicago Partners Investment Group LLC | 6 | 6 | 0.02% | 0.03% | 0.06% | Q2 2017 | Q3 2018 | 6 |
Yorktown Management & Research Co Inc | 6 | 6 | 0.04% | 0.04% | 0.06% | Q3 2014 | Q4 2015 | 6 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q4 2016 | 6 |
Legg Mason Asset Management (Japan) Co., Ltd. | 6 | 6 | 0.38% | 0.54% | 0.72% | Q1 2014 | Q2 2015 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.34% | 0.38% | 0.46% | Q2 2013 | Q3 2014 | 6 |
STRATTON MANAGEMENT CO | 4 | 2 | 0.07% | 0.07% | 0.08% | Q3 2013 | Q1 2015 | 6 |
FIRST HAWAIIAN BANK | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 6 |
BANQUE PICTET & CIE SA | 4 | 1 | 0.01% | 0.01% | 0.05% | Q2 2014 | Q4 2018 | 6 |
Richard C. Young & CO., LTD. | 6 | 6 | 0.33% | 0.53% | 0.83% | Q2 2013 | Q3 2014 | 6 |
Blueshift Asset Management, LLC | 3 | 1 | 0.02% | 0.10% | 0.25% | Q4 2018 | Q4 2021 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.11% | 0.11% | 0.13% | Q2 2013 | Q3 2014 | 6 |
Liberty Mutual Group Asset Management Inc. | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2017 | Q3 2018 | 6 |
West Oak Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
RAY GERALD L & ASSOCIATES LTD | 4 | 2 | 0.04% | 0.05% | 0.05% | Q3 2013 | Q3 2017 | 6 |
Mizuho Trust & Banking Co., Ltd. | 3 | 1 | 0.08% | 0.27% | 0.33% | Q4 2014 | Q3 2016 | 6 |
West Coast Financial LLC | 6 | 6 | 0.07% | 0.10% | 0.11% | Q3 2016 | Q4 2017 | 6 |
Jacobus Wealth Management, Inc. | 6 | 6 | 0.03% | 0.03% | 0.04% | Q4 2013 | Q1 2015 | 6 |
BlackRock Fund Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Locust Wood Capital Advisers | 6 | 6 | 1.07% | 1.40% | 1.80% | Q3 2021 | Q4 2022 | 6 |
ICON ADVISERS INC/CO | 4 | 2 | 0.02% | 0.40% | 0.62% | Q2 2013 | Q3 2023 | 6 |
CUE ADVISORY SERVICES, INC. | 6 | 6 | 0.83% | 0.92% | 1.04% | Q4 2014 | Q1 2016 | 6 |
Choate Investment Advisors | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Roundview Capital LLC | 5 | 1 | 0.04% | 0.05% | 0.09% | Q4 2021 | Q2 2023 | 6 |
CenterStar Asset Management, LLC | 1 | 1 | 0.00% | 0.04% | 0.10% | Q1 2020 | Q4 2021 | 6 |
Fulcrum Asset Management LLP | 3 | 1 | 0.18% | 0.44% | 0.93% | Q2 2020 | Q1 2022 | 6 |
EXCELSIA, INC. | 6 | 6 | 1.39% | 2.01% | 3.00% | Q2 2013 | Q3 2014 | 6 |
HBK INVESTMENTS L P | 3 | 1 | 0.00% | 0.02% | 0.06% | Q3 2014 | Q4 2017 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.05% | 0.10% | 0.17% | Q2 2018 | Q3 2019 | 6 |
Investors Research Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 6 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) | 6 | 6 | 0.07% | 0.09% | 0.12% | Q2 2015 | Q3 2016 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q1 2022 | 6 |
SMITH CHAS P & ASSOCIATES PA CPAS | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2019 | 5 |
Knights of Columbus Asset Advisors LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
GABELLI FUNDS LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q3 2020 | 5 |
Scott & Selber, Inc. | 5 | 5 | 1.68% | 1.78% | 1.90% | Q4 2016 | Q4 2017 | 5 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
CITIZENS FINANCIAL GROUP INC/RI | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2020 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2016 | 5 |
Meridian Wealth Advisors, LLC | 3 | 1 | 0.01% | 0.04% | 0.06% | Q4 2018 | Q2 2023 | 5 |
Murchinson Ltd. | 2 | 2 | 0.00% | 1.03% | 2.46% | Q1 2023 | Q2 2023 | 5 |
Keeley-Teton Advisors, LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q3 2022 | 5 |
Acrospire Investment Management LLC | 5 | 5 | 0.01% | 0.03% | 0.05% | Q1 2016 | Q1 2017 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2014 | 5 |
MU Investments Co., Ltd. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q4 2017 | 5 |
Stonebridge Financial Planning Group, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
DAGCO, INC. | 5 | 5 | 0.25% | 0.29% | 0.32% | Q4 2018 | Q4 2019 | 5 |
Convergence Investment Partners, LLC | 4 | 1 | 0.00% | 0.07% | 0.15% | Q2 2013 | Q1 2018 | 5 |
BBVA USA Bancshares, Inc. | 5 | 5 | 0.05% | 0.05% | 0.06% | Q1 2020 | Q1 2021 | 5 |
Aspire Private Capital, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2021 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q1 2019 | 5 |
VICTORY CAPITAL MANAGEMENT INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 5 |
GAMCO INVESTORS, INC. ET AL | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q2 2014 | 5 |
INTEGRAL DERIVATIVES, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2017 | 5 |
COUNTRY TRUST BANK | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 5 | 5 | 0.08% | 0.09% | 0.10% | Q1 2014 | Q1 2015 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Lion Street Advisors, LLC | 1 | 1 | 0.03% | 0.09% | 0.12% | Q1 2020 | Q2 2023 | 5 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 5 | 0.20% | 0.33% | 0.50% | Q3 2022 | Q3 2023 | 5 |
National Pension Service | 4 | 1 | 0.30% | 0.35% | 0.38% | Q4 2016 | Q1 2020 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q4 2022 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 5 |
PHYSICIANS FINANCIAL SERVICES, INC. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2015 | Q4 2016 | 5 |
Johanson Financial Advisors, Inc. | 4 | 1 | 0.05% | 0.08% | 0.10% | Q4 2019 | Q4 2021 | 5 |
Cornerstone Investment Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2018 | 5 |
BELLEVUE ASSET MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
Nelson Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
RKL Wealth Management LLC | 5 | 5 | 3.76% | 4.08% | 4.44% | Q1 2014 | Q1 2015 | 5 |
Eagle Ridge Investment Management | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Stanley-Laman Group, Ltd. | 5 | 5 | 0.04% | 0.12% | 0.16% | Q1 2014 | Q1 2015 | 5 |
Cartenna Capital, LP | 3 | 2 | 2.71% | 5.31% | 7.92% | Q3 2021 | Q4 2022 | 5 |
Congress Wealth Management LLC / DE / | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Apollon Wealth Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q2 2023 | 5 |
BCM ADVISORS, LLC | 5 | 5 | 0.32% | 0.34% | 0.36% | Q3 2022 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.10% | 0.11% | 0.11% | Q4 2021 | Q4 2022 | 5 |
Farmers & Merchants Trust Co of Long Beach | 3 | 2 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q2 2023 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.02% | 0.03% | 0.07% | Q4 2021 | Q4 2022 | 5 |
CLINTON GROUP INC | 3 | 1 | 0.02% | 0.43% | 0.96% | Q3 2014 | Q3 2017 | 5 |
NatWest Group plc | 5 | 5 | 0.01% | 0.02% | 0.05% | Q4 2013 | Q4 2014 | 5 |
Hexavest Inc. | 3 | 2 | 0.02% | 0.10% | 0.15% | Q1 2018 | Q3 2020 | 5 |
Aevitas Wealth Management, Inc. | 4 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q1 2019 | 5 |
Patrick Mauro Investment Advisor, INC. | 5 | 5 | 2.01% | 2.16% | 2.44% | Q3 2022 | Q3 2023 | 5 |
Ativo Capital Management LLC | 3 | 2 | 0.36% | 0.51% | 0.64% | Q3 2017 | Q3 2019 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
MUFG SECURITIES (CANADA), LTD. | 5 | 5 | 1.53% | 2.73% | 5.81% | Q4 2020 | Q4 2021 | 5 |
Halpern Financial, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
LUMINUS MANAGEMENT LLC | 3 | 1 | 0.00% | 0.55% | 1.20% | Q4 2013 | Q3 2018 | 5 |
Dunvegan Associates, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2015 | 5 |
PINNACLE FINANCIAL PARTNERS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Eudaimonia Partners, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q1 2021 | 5 |
CIBC BANK USA | 3 | 2 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q4 2019 | 5 |
BLB&B Advisors, LLC | 5 | 5 | 0.07% | 0.07% | 0.08% | Q4 2013 | Q4 2014 | 5 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2020 | 5 |
Ninety One UK Ltd | 5 | 5 | 0.06% | 0.16% | 0.20% | Q1 2017 | Q1 2018 | 5 |
Centenus Global Management, LP | 3 | 1 | 0.46% | 1.05% | 1.78% | Q2 2018 | Q1 2020 | 5 |
Skye Global Management LP | 2 | 1 | 0.38% | 0.56% | 0.76% | Q1 2021 | Q2 2023 | 5 |
TRAVELERS COMPANIES, INC. | 5 | 5 | 0.91% | 1.06% | 1.16% | Q2 2013 | Q2 2014 | 5 |
FIRST CITIZENS BANK & TRUST CO | 4 | 1 | 0.03% | 0.30% | 0.40% | Q2 2014 | Q2 2018 | 5 |
TIEDEMANN ADVISORS, LLC | 5 | 5 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q3 2019 | 5 |
LETKO, BROSSEAU & ASSOCIATES INC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q1 2016 | 5 |
Crewe Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.07% | 0.08% | 0.10% | Q4 2019 | Q2 2022 | 5 |
Cadence Bank | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q4 2018 | 5 |
COWEN AND COMPANY, LLC | 2 | 2 | 0.00% | 0.20% | 0.58% | Q2 2021 | Q3 2021 | 5 |
Sageworth Trust Co | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 5 |
Thornmark Asset Management Inc. | 5 | 5 | 1.12% | 1.28% | 1.46% | Q3 2013 | Q3 2014 | 5 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 4 | 1 | 0.00% | 0.03% | 0.04% | Q1 2019 | Q2 2020 | 5 |
Lido Advisors, LLC | 3 | 2 | 0.00% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 5 |
Varma Mutual Pension Insurance Co | 3 | 1 | 0.06% | 0.17% | 0.24% | Q4 2017 | Q2 2022 | 5 |
ANALYTIC INVESTORS, LLC | 4 | 1 | 0.07% | 0.22% | 0.52% | Q2 2013 | Q3 2014 | 5 |
WealthStone, Inc. | 3 | 2 | 0.01% | 0.14% | 0.43% | Q1 2019 | Q1 2021 | 5 |
Port Capital LLC | 5 | 5 | 0.63% | 0.77% | 0.86% | Q1 2020 | Q1 2021 | 5 |
HighVista Strategies LLC | 3 | 1 | 0.14% | 0.24% | 0.29% | Q2 2015 | Q3 2016 | 4 |
Employees Retirement System of Texas | 4 | 4 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q2 2022 | 4 |
Sunnymeath Asset Management, Inc. | 3 | 1 | 0.10% | 0.10% | 0.10% | Q4 2015 | Q4 2016 | 4 |
Birch Hill Investment Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Busey Bank | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 4 |
OXFORD ASSET MANAGEMENT LLP | 4 | 4 | 0.08% | 0.11% | 0.15% | Q2 2014 | Q1 2015 | 4 |
BENJAMIN EDWARDS INC | 3 | 1 | 0.02% | 0.06% | 0.12% | Q1 2019 | Q1 2020 | 4 |
GlobalBridge, Inc. | 4 | 4 | 0.26% | 0.29% | 0.31% | Q2 2013 | Q1 2014 | 4 |
Diversified Trust Co | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Findlay Park Partners LLP | 4 | 4 | 0.56% | 0.69% | 0.78% | Q4 2022 | Q3 2023 | 4 |
Lombard Odier Asset Management (USA) Corp | 3 | 1 | 0.09% | 0.31% | 0.40% | Q3 2016 | Q3 2019 | 4 |
TOBAM | 4 | 4 | 0.06% | 0.10% | 0.13% | Q1 2022 | Q4 2022 | 4 |
Lombard Odier Transatlantic Ltd | 4 | 4 | 0.10% | 0.13% | 0.14% | Q4 2015 | Q3 2016 | 4 |
Teilinger Capital Ltd. | 2 | 2 | 2.12% | 2.77% | 3.22% | Q4 2021 | Q1 2023 | 4 |
GRIMES & COMPANY, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
F&C Asset Management plc | 4 | 4 | 0.16% | 0.22% | 0.34% | Q2 2013 | Q1 2014 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.39% | 0.57% | 0.77% | Q4 2022 | Q3 2023 | 4 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 1 | 0.07% | 0.12% | 0.18% | Q2 2016 | Q4 2022 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Perigon Wealth Management, LLC | 4 | 4 | 0.00% | 0.02% | 0.05% | Q3 2016 | Q2 2017 | 4 |
LVW Advisors, LLC | 4 | 4 | 0.05% | 0.07% | 0.10% | Q3 2020 | Q2 2021 | 4 |
Steinberg Global Asset Management | 3 | 1 | 0.05% | 1.16% | 1.69% | Q2 2013 | Q3 2014 | 4 |
Penserra Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Somerset Trust Co | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q1 2019 | 4 |
Moreno Evelyn V | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2023 | 4 |
Ruggie Capital Group | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
WEST BANCORPORATION INC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q3 2020 | 4 |
Lincoln Capital LLC | 4 | 4 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q2 2022 | 4 |
Covea Finance | 4 | 4 | 1.64% | 2.00% | 3.01% | Q3 2022 | Q2 2023 | 4 |
XPONANCE, INC. | 4 | 4 | 0.01% | 0.26% | 0.99% | Q1 2020 | Q4 2020 | 4 |
Gupta Wealth Management LLC | 3 | 1 | 0.00% | 0.02% | 0.02% | Q1 2015 | Q1 2016 | 4 |
US FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q1 2016 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Sheaff Brock Investment Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 4 |
Inspire Investing, LLC | 4 | 4 | 0.14% | 0.22% | 0.29% | Q4 2022 | Q3 2023 | 4 |
CYPRESS CAPITAL MANAGEMENT LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Transform Wealth, LLC | 4 | 4 | 0.23% | 0.35% | 0.45% | Q4 2022 | Q3 2023 | 4 |
MADISON INVESTMENT HOLDINGS INC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q1 2017 | 4 |
Harvest Fund Management Co., Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
DE BURLO GROUP INC | 4 | 4 | 0.58% | 1.08% | 1.82% | Q2 2014 | Q1 2015 | 4 |
Farmers & Merchants Trust Co of Chambersburg PA | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
AE Wealth Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Clear Perspective Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q2 2018 | 4 |
UBS OCONNOR LLC | 2 | 2 | 0.12% | 0.16% | 0.26% | Q4 2014 | Q1 2021 | 4 |
UNIO CAPITAL LLC | 4 | 4 | 2.89% | 3.06% | 3.27% | Q4 2022 | Q3 2023 | 4 |
Centerpoint Advisors, LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q1 2019 | Q4 2019 | 4 |
LFA - Lugano Financial Advisors SA | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2020 | 4 |
TOWER TRUST Co | 4 | 4 | 0.28% | 0.29% | 0.30% | Q2 2013 | Q1 2014 | 4 |
Quantinno Capital Management LP | 4 | 4 | 0.02% | 0.04% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Kore Private Wealth LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2020 | 4 |
Galibier Capital Management Ltd. | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Arabesque Asset Management Ltd | 4 | 4 | 0.32% | 0.67% | 1.08% | Q1 2022 | Q4 2022 | 4 |
Edge Capital Group, LLC | 4 | 4 | 0.05% | 0.22% | 0.40% | Q3 2022 | Q2 2023 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.08% | 0.09% | 0.09% | Q4 2018 | Q3 2023 | 4 |
Realta Investment Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Blueprint Investment Partners LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q4 2022 | 4 |
John W. Brooker & Co., CPAs | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
TSFG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
CVA Family Office, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
HighMark Wealth Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
Center for Financial Planning, Inc. | 3 | 1 | 0.00% | 0.03% | 0.05% | Q4 2019 | Q1 2021 | 4 |
Procyon Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 4 |
Capstone Financial Group, Inc. | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q3 2020 | 4 |
Alpha Paradigm Partners, LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q2 2022 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.02% | 0.04% | 0.08% | Q4 2020 | Q2 2022 | 4 |
Optiver Holding B.V. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 4 |
CenterBook Partners LP | 4 | 4 | 0.09% | 0.19% | 0.26% | Q4 2021 | Q3 2022 | 4 |
Schubert & Co | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Capricorn Fund Managers Ltd | 4 | 4 | 0.17% | 0.19% | 0.21% | Q4 2022 | Q3 2023 | 4 |
LGT Group Foundation | 4 | 4 | 0.16% | 0.18% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Waycross Investment Management Co | 4 | 4 | 0.64% | 0.66% | 0.68% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
BEACON INVESTMENT ADVISORS LLC | 4 | 4 | 1.16% | 1.29% | 1.47% | Q4 2022 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.07% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Great Waters Wealth Management | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
PETREDIS INVESTMENT ADVISORS LLC | 4 | 4 | 0.36% | 0.41% | 0.49% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Owen LaRue, LLC | 4 | 4 | 0.23% | 0.25% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.50% | 0.62% | 0.71% | Q4 2022 | Q3 2023 | 4 |
CHANNEL WEALTH LLC | 4 | 4 | 0.45% | 0.77% | 1.06% | Q1 2023 | Q4 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SECURITY NATIONAL BANK OF SO DAK | 2 | 2 | 0.22% | 0.23% | 0.25% | Q3 2017 | Q3 2018 | 4 |
MARINO, STRAM & ASSOCIATES LLC | 1 | 1 | 0.01% | 0.03% | 0.09% | Q4 2017 | Q2 2021 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q2 2021 | 4 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 3 | 1 | 0.02% | 0.02% | 0.03% | Q2 2016 | Q2 2017 | 4 |
Pembroke Management, LTD | 4 | 4 | 0.05% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
ROYAL LONDON ASSET MANAGEMENT LTD | 4 | 4 | 0.56% | 0.65% | 0.74% | Q4 2022 | Q3 2023 | 4 |
TRILLIUM ASSET MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 3 | 1 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q2 2014 | 4 |
NOROIAN STEVEN A & ASSOCIATES INC/CA | 4 | 4 | 4.35% | 4.50% | 4.70% | Q2 2013 | Q1 2014 | 4 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2017 | 4 |
IBERIABANK CORP | 4 | 4 | 0.03% | 0.03% | 0.04% | Q3 2018 | Q2 2019 | 4 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2021 | 4 |
Lee Financial Co | 2 | 2 | 0.00% | 0.08% | 0.17% | Q1 2018 | Q3 2023 | 4 |
Tradeworx Inc. | 1 | 1 | 0.13% | 0.25% | 0.46% | Q1 2013 | Q3 2014 | 3 |
EXENCIAL WEALTH ADVISORS, LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q1 2013 | Q3 2020 | 3 |
STEVENS CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.08% | 0.12% | Q1 2014 | Q3 2019 | 3 |
Bayesian Capital Management, LP | 2 | 1 | 0.05% | 0.13% | 0.24% | Q3 2018 | Q4 2020 | 3 |
Kalos Management, Inc. | 2 | 1 | 0.00% | 0.19% | 0.35% | Q4 2015 | Q2 2022 | 3 |
JUPITER ASSET MANAGEMENT LTD | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2020 | 3 |
MARVIN & PALMER ASSOCIATES INC | 3 | 3 | 0.25% | 0.31% | 0.42% | Q2 2013 | Q4 2013 | 3 |
Old North State Trust, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 3 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 3 |
AVIANCE CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.12% | 0.27% | Q3 2018 | Q1 2019 | 3 |
Headlands Technologies LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Sigma Planning Corp | 2 | 1 | 0.03% | 0.11% | 0.16% | Q1 2015 | Q1 2016 | 3 |
SMITH ASSET MANAGEMENT GROUP LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q1 2015 | 3 |
HANCOCK WHITNEY CORP | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q1 2021 | 3 |
Canoe Financial LP | 3 | 3 | 0.08% | 0.11% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Westover Capital Advisors, LLC | 3 | 3 | 0.11% | 0.22% | 0.28% | Q2 2019 | Q4 2019 | 3 |
Fragasso Group Inc. | 3 | 3 | 0.05% | 0.05% | 0.06% | Q2 2019 | Q4 2019 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
NAVELLIER & ASSOCIATES INC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2014 | Q1 2015 | 3 |
Santa Fe Partners LLC | 2 | 1 | 0.04% | 0.09% | 0.16% | Q2 2013 | Q1 2014 | 3 |
Maryland State Retirement & Pension System | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2019 | Q3 2019 | 3 |
Ruggaard & Associates LLC | 3 | 3 | 0.21% | 0.23% | 0.24% | Q1 2023 | Q3 2023 | 3 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 3 |
JNBA Financial Advisors | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 3 |
Tortoise Investment Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2019 | 3 |
NewEdge Wealth, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
TIVERTON ASSET MANAGEMENT LLC | 2 | 1 | 0.01% | 0.07% | 0.18% | Q4 2016 | Q3 2018 | 3 |
Operose Advisors LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 3 |
Pinkerton Retirement Specialists, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q2 2016 | Q4 2016 | 3 |
STEPH & CO | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.03% | 0.05% | 0.10% | Q2 2016 | Q1 2017 | 3 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.24% | 0.56% | 0.93% | Q3 2014 | Q4 2021 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Belmont Global Advisors, Inc. | 3 | 3 | 0.61% | 0.82% | 1.00% | Q2 2014 | Q4 2014 | 3 |
Regency Capital Management Inc.\DE | 3 | 3 | 0.00% | 0.63% | 1.36% | Q1 2021 | Q3 2021 | 3 |
Covenant Partners, LLC | 2 | 1 | 0.17% | 0.18% | 0.20% | Q1 2022 | Q1 2023 | 3 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 3 | 3 | 0.03% | 0.05% | 0.06% | Q3 2021 | Q1 2022 | 3 |
Artemis Investment Management LLP | 2 | 1 | 0.03% | 0.05% | 0.07% | Q3 2021 | Q4 2022 | 3 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.08% | 0.22% | 0.38% | Q4 2014 | Q4 2014 | 3 |
MILES CAPITAL, INC. | 3 | 3 | 0.14% | 0.15% | 0.15% | Q4 2016 | Q2 2017 | 3 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 3 | 3 | 0.06% | 0.06% | 0.07% | Q2 2015 | Q4 2015 | 3 |
Avalon Trust Co | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Numeric Investors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Integrated Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
WealthTrust Fairport, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2018 | 3 |
One Capital Management, LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q3 2014 | Q2 2020 | 3 |
HANSBERGER GLOBAL INVESTORS INC/FL | 3 | 3 | 0.22% | 0.43% | 0.72% | Q2 2013 | Q4 2013 | 3 |
Horizon Investments, LLC | 2 | 1 | 0.02% | 0.08% | 0.12% | Q2 2020 | Q3 2022 | 3 |
ALLSTATE CORP | 3 | 3 | 0.26% | 0.28% | 0.30% | Q2 2013 | Q4 2013 | 3 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2014 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Harvest Portfolios Group Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Stone House Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
OLD SECOND NATIONAL BANK OF AURORA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
Buck Wealth Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
PARADIGM CAPITAL MANAGEMENT INC/NY | 3 | 3 | 0.09% | 0.12% | 0.14% | Q2 2013 | Q4 2013 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2012 | Q2 2013 | 3 |
XTX Topco Ltd | 2 | 1 | 0.08% | 0.21% | 0.31% | Q1 2021 | Q4 2022 | 3 |
Delos Wealth Advisors, LLC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q1 2022 | 3 |
EQUITABLE TRUST CO | 3 | 3 | 0.05% | 0.05% | 0.06% | Q2 2018 | Q4 2018 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 3 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 3 | 3 | 0.26% | 0.40% | 0.47% | Q4 2014 | Q2 2015 | 3 |
Quality Growth Management, Inc. | 3 | 3 | 0.17% | 0.19% | 0.22% | Q4 2014 | Q2 2015 | 3 |
PARADIGM ASSET MANAGEMENT CO LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2013 | 3 |
Leucadia National | 1 | 1 | 0.00% | 0.35% | 1.03% | Q4 2019 | Q3 2023 | 3 |
Roof Eidam Maycock Peralta, LLC | 3 | 3 | 0.15% | 0.34% | 0.44% | Q2 2017 | Q4 2017 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q2 2018 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2019 | 3 |
Banco de Sabadell, S.A | 2 | 1 | 0.16% | 0.21% | 0.25% | Q3 2019 | Q3 2020 | 3 |
Ballentine Partners, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
EverPoint Asset Management, LLC | 2 | 1 | 0.07% | 0.11% | 0.16% | Q4 2014 | Q4 2016 | 3 |
Boston Partners | 3 | 3 | 0.33% | 0.39% | 0.43% | Q3 2021 | Q1 2022 | 3 |
OptiFour Integrated Wealth Management, LLC | 3 | 3 | 0.50% | 0.51% | 0.52% | Q2 2019 | Q4 2019 | 3 |
Buckley Wealth Management, LLC | 2 | 1 | 0.10% | 0.10% | 0.11% | Q1 2022 | Q2 2023 | 3 |
OSSIAM | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 3 |
Harfst & Associates, Inc. | 3 | 3 | 0.01% | 0.01% | 0.03% | Q2 2015 | Q4 2015 | 3 |
GENESEE VALLEY TRUST CO | 3 | 3 | 0.19% | 0.20% | 0.20% | Q2 2013 | Q4 2013 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Destiny Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Moisand Fitzgerald Tamayo, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Standard Family Office LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 3 |
Global X Management CO LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
Greenland Capital Management LP | 2 | 1 | 0.37% | 0.72% | 1.19% | Q4 2022 | Q3 2023 | 3 |
Advisory Alpha, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2019 | 3 |
Financial Enhancement Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Premier Fund Managers Ltd | 3 | 3 | 0.10% | 0.11% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Bridgefront Capital, LLC | 1 | 1 | 0.26% | 0.28% | 0.31% | Q2 2021 | Q3 2022 | 3 |
America First Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Perpetual Ltd | 2 | 1 | 0.21% | 0.23% | 0.25% | Q2 2014 | Q2 2023 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 3 |
Trust Co | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
Fulcrum Capital LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.04% | 0.12% | Q2 2021 | Q2 2021 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q2 2018 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q4 2023 | 3 |
MARTINGALE ASSET MANAGEMENT L P | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q4 2013 | 3 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 3 | 3 | 3.88% | 4.03% | 4.26% | Q2 2013 | Q4 2013 | 3 |
LEVITT CAPITAL MANAGEMENT LLC | 3 | 3 | 0.63% | 0.70% | 0.80% | Q2 2013 | Q4 2013 | 3 |
Willow Street Advisors LLC | 3 | 3 | 0.32% | 0.32% | 0.32% | Q2 2013 | Q4 2013 | 3 |
Strategic Blueprint, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2023 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 3 |
Forza Wealth Management, LLC | 3 | 3 | 0.22% | 0.24% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Forge First Asset Management Inc. | 3 | 3 | 1.19% | 6.52% | 9.25% | Q4 2022 | Q2 2023 | 3 |
CYNOSURE ADVISORS, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q4 2017 | Q2 2018 | 3 |
ADVISORS MANAGEMENT GROUP INC /ADV | 3 | 3 | 0.07% | 0.09% | 0.10% | Q1 2021 | Q3 2021 | 3 |
MCIA Inc | 2 | 1 | 0.00% | 0.07% | 0.21% | Q2 2017 | Q1 2021 | 3 |
Martin Investment Management, LLC | 3 | 3 | 0.14% | 0.16% | 0.17% | Q1 2021 | Q3 2021 | 3 |
Utah Retirement Systems | 3 | 3 | 0.11% | 0.12% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Equitable Holdings, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Frontier Wealth Management LLC | 3 | 3 | 0.03% | 0.07% | 0.12% | Q4 2014 | Q2 2015 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
tru Independence LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Truvestments Capital LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
AlphaQ Advisors LLC | 3 | 3 | 0.23% | 0.24% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Essex Savings Bank | 3 | 3 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q2 2019 | 3 |
Avestar Capital, LLC | 2 | 1 | 0.08% | 0.09% | 0.11% | Q1 2018 | Q4 2018 | 3 |
APPLIED RESEARCH INVESTMENTS, LLC | 2 | 1 | 1.44% | 1.78% | 2.14% | Q1 2021 | Q2 2022 | 3 |
StellarOne CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Dynamic Capital Management Ltd | 1 | 1 | 0.05% | 0.16% | 0.28% | Q2 2015 | Q3 2018 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Dana Investment Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 2 | 2 | 0.40% | 0.40% | 0.41% | Q3 2021 | Q4 2021 | 2 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 1 | 1 | 0.14% | 0.22% | 0.30% | Q4 2018 | Q2 2019 | 2 |
Wealthstreet Investment Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.06% | Q4 2017 | Q4 2018 | 2 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q4 2015 | 2 |
Sound Income Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Capital Group Investment Management Pte. Ltd. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
MONTCHANIN ASSET MANAGEMENT, LLC | 2 | 2 | 0.30% | 0.30% | 0.30% | Q2 2022 | Q3 2022 | 2 |
Townsend & Associates, Inc | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2018 | 2 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
CNB Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Bristol County Savings Bank | 2 | 2 | 0.52% | 0.54% | 0.56% | Q3 2017 | Q4 2017 | 2 |
Man Investments Ltd | 2 | 2 | 0.09% | 0.12% | 0.15% | Q1 2014 | Q2 2014 | 2 |
Silicon Valley Capital Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
LAKE STREET ADVISORS GROUP, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q1 2018 | 2 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 2 |
Visium Asset Management, LP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2014 | 2 |
Calvert Investment Management, Inc. | 2 | 2 | 0.19% | 0.19% | 0.20% | Q2 2013 | Q3 2013 | 2 |
THREADGILL FINANCIAL, LLC | 2 | 2 | 0.78% | 0.89% | 1.00% | Q2 2023 | Q3 2023 | 2 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.00% | 0.03% | 0.06% | Q1 2019 | Q3 2021 | 2 |
Insight Folios Inc | 2 | 2 | 0.22% | 0.22% | 0.23% | Q3 2021 | Q4 2021 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 2 |
Kaydan Wealth Management, Inc. | 2 | 2 | 0.11% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Precocity Capital LP | 1 | 1 | 1.96% | 2.23% | 2.50% | Q4 2016 | Q3 2018 | 2 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2014 | Q3 2018 | 2 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 0.40% | 0.48% | 0.56% | Q3 2014 | Q4 2016 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Bedell Frazier Investment Counselling, LLC | 2 | 2 | 0.34% | 0.36% | 0.39% | Q1 2015 | Q2 2015 | 2 |
Fullerton Fund Management Co Ltd. | 2 | 2 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q1 2021 | 2 |
25 LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q2 2023 | 2 |
PFG Investments, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q2 2023 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Arcataur Capital Management LLC | 2 | 2 | 0.17% | 0.18% | 0.19% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.40% | 0.40% | 0.40% | Q2 2023 | Q3 2023 | 2 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 2 |
HARVEST MANAGEMENT LLC | 1 | 1 | 0.68% | 1.03% | 1.37% | Q2 2021 | Q2 2021 | 2 |
ROOSEVELT INVESTMENT GROUP LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Lebenthal Holdings,LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2015 | Q1 2016 | 2 |
Jump Financial, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q4 2022 | 2 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2021 | 2 |
Wealthstream Advisors, Inc. | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Appian Way Asset Management LP | 2 | 2 | 1.46% | 1.56% | 1.65% | Q4 2020 | Q1 2021 | 2 |
Winch Advisory Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
QCM Cayman, Ltd. | 1 | 1 | 0.15% | 0.16% | 0.18% | Q2 2013 | Q1 2015 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q2 2023 | 2 |
YCG, LLC | 2 | 2 | 1.41% | 1.89% | 2.36% | Q2 2023 | Q3 2023 | 2 |
Premia Global Advisors, LLC | 1 | 1 | 0.22% | 0.27% | 0.33% | Q1 2018 | Q1 2019 | 2 |
RELIANCE TRUST CO OF DELAWARE | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q4 2015 | 2 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
CYRUS CAPITAL PARTNERS, L.P. | 2 | 2 | 0.03% | 0.09% | 0.16% | Q3 2019 | Q4 2019 | 2 |
Rehmann Capital Advisory Group | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q4 2018 | 2 |
M. Kulyk & Associates, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q1 2022 | 2 |
VIKING GLOBAL INVESTORS LP | 1 | 1 | 0.17% | 0.90% | 1.63% | Q1 2015 | Q2 2021 | 2 |
OPSEU Pension Plan Trust Fund | 2 | 2 | 0.22% | 0.22% | 0.22% | Q2 2022 | Q3 2022 | 2 |
Nair Vinay | 2 | 2 | 0.22% | 0.27% | 0.32% | Q4 2014 | Q1 2015 | 2 |
MOODY NATIONAL BANK TRUST DIVISION | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
LRT Capital Management, LLC | 1 | 1 | 0.59% | 0.77% | 0.94% | Q1 2023 | Q3 2023 | 2 |
AMERICAN ASSET MANAGEMENT INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 2 |
TCG Advisors, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
West Family Investments, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q1 2022 | 2 |
BW Gestao de Investimentos Ltda. | 1 | 1 | 0.38% | 0.84% | 1.30% | Q3 2020 | Q2 2023 | 2 |
MIDAS MANAGEMENT CORP | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2013 | Q3 2013 | 2 |
Peak Asset Management, LLC | 2 | 2 | 0.22% | 0.22% | 0.24% | Q4 2014 | Q1 2015 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Airain ltd | 2 | 2 | 0.31% | 0.42% | 0.53% | Q4 2014 | Q1 2015 | 2 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2014 | Q1 2015 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.12% | 0.23% | Q4 2020 | Q1 2022 | 2 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.16% | 0.24% | 0.32% | Q2 2021 | Q2 2021 | 2 |
TRUE Private Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
PRAGMA GESTAO DE PATRIMONIO LTD | 2 | 2 | 1.28% | 2.03% | 2.78% | Q2 2023 | Q3 2023 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 2 |
KOCH INDUSTRIES INC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q4 2017 | Q1 2018 | 2 |
Bornite Capital Management LP | 2 | 2 | 4.25% | 5.22% | 6.18% | Q3 2021 | Q4 2021 | 2 |
GW&K Investment Management, LLC | 2 | 2 | 0.25% | 0.26% | 0.27% | Q2 2023 | Q3 2023 | 2 |
FolioMetrix LLC | 2 | 2 | 0.16% | 0.20% | 0.24% | Q4 2014 | Q1 2015 | 2 |
S.A. Mason LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q1 2020 | 2 |
Lombard Odier & Cie (Bahamas) Ltd | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2013 | Q1 2014 | 2 |
Semmax Financial Advisors Inc. | 2 | 2 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q1 2019 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q1 2022 | 2 |
Better Money Decisions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q3 2018 | Q4 2018 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 2 |
JGP Global Gestao de Recursos Ltda. | 2 | 2 | 0.45% | 0.54% | 0.63% | Q3 2021 | Q4 2021 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
Folger Hill Asset Management LP | 1 | 1 | 0.11% | 0.46% | 0.81% | Q3 2016 | Q3 2017 | 2 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 2 | 2 | 2.22% | 2.38% | 2.55% | Q2 2021 | Q3 2021 | 2 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2018 | 2 |
S.A.C. GLOBAL INVESTORS, LLP | 2 | 2 | 0.26% | 0.27% | 0.28% | Q2 2013 | Q3 2013 | 2 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.70% | 1.24% | 1.78% | Q1 2022 | Q3 2023 | 2 |
Zions Trust, National Association | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
Signition LP | 2 | 2 | 1.73% | 2.24% | 2.75% | Q3 2019 | Q4 2019 | 2 |
Leap Investments LP | 2 | 2 | 0.13% | 0.25% | 0.36% | Q1 2020 | Q2 2020 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.23% | 0.24% | 0.24% | Q3 2017 | Q4 2017 | 2 |
VAUGHAN & Co SECURITIES, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Hikari Power Ltd | 2 | 2 | 0.10% | 0.10% | 0.11% | Q4 2015 | Q1 2016 | 2 |
Sabal Trust CO | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q3 2021 | 2 |
Genus Capital Management Inc. | 2 | 2 | 0.14% | 0.16% | 0.18% | Q2 2023 | Q3 2023 | 2 |
VSR Financial Services, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q3 2015 | 2 |
Ethic Inc. | 1 | 1 | 0.12% | 0.13% | 0.15% | Q4 2019 | Q2 2020 | 2 |
MARSHALL & SULLIVAN INC /WA/ | 1 | 1 | 0.12% | 0.13% | 0.15% | Q2 2014 | Q4 2014 | 2 |
TFG Asset Management GP Ltd | 1 | 1 | 0.24% | 0.31% | 0.37% | Q4 2018 | Q2 2019 | 2 |
Fiera Capital Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Motley Fool Asset Management LLC | 1 | 1 | 0.55% | 0.65% | 0.75% | Q3 2022 | Q3 2023 | 2 |
SAC Capital Advisors LP | 1 | 1 | 0.01% | 0.04% | 0.06% | Q3 2013 | Q1 2014 | 2 |
Lighthouse Investment Partners, LLC | 2 | 2 | 0.64% | 0.73% | 0.82% | Q2 2022 | Q3 2022 | 2 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q3 2013 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
BBVA USA | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q3 2021 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Global Wealth Management Investment Advisory, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
13D Management LLC | 2 | 2 | 1.91% | 2.41% | 2.91% | Q2 2023 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
FIRST NIAGARA BANK | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2014 | Q4 2014 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.37% | 0.38% | 0.38% | Q2 2016 | Q3 2016 | 2 |
Inscription Capital, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2018 | Q1 2019 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Scotia Asset Management L.P. | 2 | 2 | 4.14% | 4.14% | 4.14% | Q2 2013 | Q3 2013 | 2 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 2 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TURNER INVESTMENTS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2023 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2015 | 2 |
Ellis Investment Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
CG Asset Management LLC | 2 | 2 | 0.53% | 0.54% | 0.54% | Q2 2014 | Q3 2014 | 2 |
AJO, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Progressive Investment Management Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
GHP Investment Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Versor Investments LP | 2 | 2 | 0.08% | 0.10% | 0.14% | Q3 2017 | Q4 2017 | 2 |
Handelsbanken Fonder AB | 2 | 2 | 0.01% | 0.05% | 0.08% | Q4 2015 | Q1 2016 | 2 |
TIG Advisors, LLC | 1 | 1 | 0.01% | 0.04% | 0.06% | Q2 2021 | Q2 2021 | 2 |
Brookfield Public Securities Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Jackson, Grant Investment Advisers, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MUFG Securities EMEA plc | 2 | 2 | 0.02% | 0.32% | 0.62% | Q1 2020 | Q2 2020 | 2 |
Sierra Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
WEXFORD CAPITAL LP | 1 | 1 | 0.18% | 0.48% | 0.78% | Q2 2019 | Q1 2021 | 2 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2019 | 2 |
BINGHAM OSBORN & SCARBOROUGH LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
PRUDENTIAL PLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2019 | Q3 2019 | 2 |
Concert Wealth Management Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q3 2016 | 2 |
P SCHOENFELD ASSET MANAGEMENT LP | 2 | 2 | 0.55% | 0.60% | 0.66% | Q2 2021 | Q3 2021 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
BB&T INVESTMENT SERVICES, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Aristides Capital LLC | 2 | 2 | 0.12% | 0.18% | 0.24% | Q3 2020 | Q4 2020 | 2 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
WESTWOOD MANAGEMENT CORP /IL/ | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Carmichael Hill & Associates, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
MANA Advisors LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2019 | Q2 2019 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2019 | Q1 2019 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
17 CAPITAL PARTNERS, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q1 2022 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
WADE G W & INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Rossmore Private Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Dominick & Dominick LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2013 | Q2 2013 | 1 |
CENTERSQUARE INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Ovata Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
MD Financial Management Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2021 | Q1 2021 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2023 | Q1 2023 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Islet Management, LP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2021 | Q3 2021 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Diametric Capital, LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
MPS Loria Financial Planners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Pearl River Capital, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
Intercontinental Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Clearstead Trust, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
NORTHSTAR ASSET MANAGEMENT Co LLC | 1 | 1 | 1.66% | 1.66% | 1.66% | Q2 2013 | Q2 2013 | 1 |
Caption Management, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2019 | Q1 2019 | 1 |
Watermark Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Wambolt & Associates, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Sandbar Asset Management LLP | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2021 | Q2 2021 | 1 |
Covalis Capital LLP | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2021 | Q4 2021 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Point72 Europe (London) LLP | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2023 | Q3 2023 | 1 |
Costello Asset Management, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2021 | Q2 2021 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
Alyeska Investment Group, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Symmetry Partners, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2019 | Q2 2019 | 1 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
NVWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Radnor Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
PAYDEN & RYGEL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Fusion Family Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Faithward Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
COLUMBUS POINT LLP | 1 | 1 | 6.31% | 6.31% | 6.31% | Q3 2021 | Q3 2021 | 1 |
Bay Harbor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Norway Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Jacobi Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Syverson Strege & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Bremer Bank National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Joseph P. Lucia & Associates, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Bell Asset Management Ltd | 1 | 1 | 1.22% | 1.22% | 1.22% | Q4 2017 | Q4 2017 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
ORSER CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q2 2018 | Q2 2018 | 1 |
MIK Capital, LP | 1 | 1 | 3.66% | 3.66% | 3.66% | Q3 2021 | Q3 2021 | 1 |
Olympiad Research LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2018 | Q4 2018 | 1 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q3 2018 | Q3 2018 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Numerai GP LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
CBIZ Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
WESPAC Advisors SoCal, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Americana Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Professional Financial Advisors, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2020 | Q2 2020 | 1 |
Provident Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
CFM WEALTH PARTNERS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
11 Capital Partners LP | 1 | 1 | 2.02% | 2.02% | 2.02% | Q3 2023 | Q3 2023 | 1 |
Akaris Global Partners, LP | 1 | 1 | 3.17% | 3.17% | 3.17% | Q3 2021 | Q3 2021 | 1 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Fortis Capital Management LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Integrated Advisors Network LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Texas Capital Bank Wealth Management Services Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
NWK Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Asio Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Pegasus Partners Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Fosun International Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Hunter Perkins Capital Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2020 | Q4 2020 | 1 |
SCOUT INVESTMENTS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Investment Management Corp of Ontario | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2020 | Q4 2020 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
MISSION WEALTH MANAGEMENT, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
ACT WEALTH MANAGEMENT, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
qPULA Trading Management LP | 1 | 1 | 1.06% | 1.06% | 1.06% | Q1 2021 | Q1 2021 | 1 |
Cypress Capital Management LLC (WY) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Astrantus Ltd | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2022 | Q1 2022 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Financial Network Wealth Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
NewGen Asset Management Ltd | 1 | 1 | 3.32% | 3.32% | 3.32% | Q1 2022 | Q1 2022 | 1 |
JACOBSON & SCHMITT ADVISORS, LLC | 1 | 1 | 3.39% | 3.39% | 3.39% | Q4 2014 | Q4 2014 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Godshalk Welsh Capital Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Dakota Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2017 | Q1 2017 | 1 |
J.P. Turner & Co Capital Mnagement, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2014 | Q4 2014 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 1 | 1 | 5.90% | 5.90% | 5.90% | Q3 2020 | Q3 2020 | 1 |
McNamara Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
PINNBROOK CAPITAL MANAGEMENT LP | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2022 | Q2 2022 | 1 |
SHEPHERD KAPLAN KROCHUK, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
MASON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q1 2023 | 1 |
Leonetti & Associates, LLC | 1 | 1 | 1.75% | 1.75% | 1.75% | Q2 2013 | Q2 2013 | 1 |
WATER ISLAND CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Eagle Bay Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Confluence Wealth Management LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2014 | Q2 2014 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Nekton Capital Ltd. | 1 | 1 | 4.42% | 4.42% | 4.42% | Q3 2023 | Q3 2023 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CADEN CAPITAL PARTNERS, LP | 1 | 1 | 4.55% | 4.55% | 4.55% | Q3 2023 | Q3 2023 | 1 |
LBA Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
ML & R WEALTH MANAGEMENT LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2023 | Q2 2023 | 1 |
SOUTH GEORGIA CAPITAL, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q3 2015 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
HAMEL ASSOCIATES, INC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2014 | Q3 2014 | 1 |
Insight Inv LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Cranbrook Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Kula Investments, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
ALGERT GLOBAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2023 | Q2 2023 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2013 | Q2 2013 | 1 |
Walter Public Investments Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
Surevest, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Citizens Business Bank | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WILKINS INVESTMENT COUNSEL INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2013 | Q4 2013 | 1 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Balter Liquid Alternatives, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2018 | Q3 2018 | 1 |
Templeton & Phillips Capital Management, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2017 | Q4 2017 | 1 |
Fortune Financial Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
Stanford Investment Group, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
Pentwater Capital Management LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
INSIGNEO ADVISORY SERVICES, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
EMORY UNIVERSITY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Cubic Asset Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Foresight Global Investors, Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
INVENIO WEALTH PARTNERS LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2023 | Q2 2023 | 1 |
GARDNER LEWIS ASSET MANAGEMENT L P | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q1 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2015 | Q4 2015 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Interval Partners, LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
Kampmann Melissa S. | 1 | 1 | 1.07% | 1.07% | 1.07% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
CNA FINANCIAL CORP | 1 | 1 | 0.83% | 0.83% | 0.83% | Q1 2022 | Q1 2022 | 1 |
REYNOLDS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2014 | Q3 2014 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
GATEWAY INVESTMENT ADVISERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2018 | Q2 2018 | 1 |
PUTNAM INVESTMENTS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Carlson Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Sustainable Insight Capital Management, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2022 | Q1 2022 | 1 |
Index Management Solutions, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
Cerebellum GP, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
DLD Asset Management, LP | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2021 | Q2 2021 | 1 |
CAPITAL CITY TRUST CO/FL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
RPg Family Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
HighTower Trust Company, N.A. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2022 | Q2 2022 | 1 |
Lourd Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q1 2021 | 1 |
RIVULET CAPITAL, LLC | 1 | 1 | 5.26% | 5.26% | 5.26% | Q3 2023 | Q3 2023 | 1 |
Capula Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Carnick & Kubik, LLC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q2 2013 | Q2 2013 | 1 |
DIALECTIC CAPITAL MANAGEMENT, LP | 1 | 1 | 0.98% | 0.98% | 0.98% | Q4 2014 | Q4 2014 | 1 |
Kiwi Wealth Investments Limited Partnership | 1 | 1 | 0.73% | 0.73% | 0.73% | Q3 2018 | Q3 2018 | 1 |
KANALY TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Stack Financial Management, Inc | 1 | 1 | 2.04% | 2.04% | 2.04% | Q2 2013 | Q2 2013 | 1 |
Sterling Global Strategies LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
LORD, ABBETT & CO. LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2017 | Q2 2017 | 1 |
FULLER & THALER ASSET MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Alerus Investment Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Triangle Securities Wealth Management | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Smith Affiliated Capital Corp. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2013 | Q1 2013 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Telemetry Investments, L.L.C. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2015 | Q1 2015 | 1 |
Vestcor Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
SIT INVESTMENT ASSOCIATES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
EAGLE ASSET MANAGEMENT INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q1 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Power Corp of Canada | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
GLAZER CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
PARK NATIONAL CORP /OH/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
STONNINGTON GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
HOWARD HUGHES MEDICAL INSTITUTE | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2015 | Q2 2015 | 1 |
Kessler Investment Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
CI Global Investments Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Axiom Investment Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
Smart Portfolios, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
SPROTT INC. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2014 | Q4 2014 | 1 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2015 | Q1 2015 | 1 |
Ironwood Investment Counsel, LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q1 2015 | Q1 2015 | 1 |
HABER TRILIX ADVISORS, LP | 1 | 1 | 4.11% | 4.11% | 4.11% | Q2 2013 | Q2 2013 | 1 |
SeaTown Holdings Pte. Ltd. | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2022 | Q3 2022 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2015 | Q1 2015 | 1 |
SG Capital Management LLC | 1 | 1 | 1.07% | 1.07% | 1.07% | Q1 2017 | Q1 2017 | 1 |
Summit Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
PointState Capital LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Wellington Shields Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2014 | Q3 2014 | 1 |
Gardner Russo & Gardner | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
TCTC Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Arlington Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Banyan Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
DRW Securities, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
BBR PARTNERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
LMCG INVESTMENTS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
MARSICO CAPITAL MANAGEMENT LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2022 | Q3 2022 | 1 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Atlantic Union Bankshares Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Benin Management CORP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
HUTCHENS INVESTMENT MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
JAMISON EATON & WOOD INC /NJ | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
Beech Hill Advisors, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2013 | Q2 2013 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q4 2015 | 1 |
BOSTON FINANCIAL MANGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Par Capital Management | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2013 | Q2 2013 | 1 |
Narwhal Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2016 | Q1 2016 | 1 |
ATWOOD & PALMER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
COOLIDGE FRANCIS L | 1 | 1 | 1.82% | 1.82% | 1.82% | Q2 2013 | Q2 2013 | 1 |
NBT BANK N A /NY | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
First Washington CORP | 1 | 1 | 1.98% | 1.98% | 1.98% | Q2 2021 | Q2 2021 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
External links
This page lists all the filers that currently own CANADIAN NATL RY CO or have owned CANADIAN NATL RY CO in the past.