Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 42 |
Citadel Advisors | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 40 |
Cutler Group LLC / CA | 14 | 14 | 0.00% | 0.01% | 0.05% | Q2 2020 | Q3 2023 | 40 |
CAPSTONE INVESTMENT ADVISORS, LLC | 14 | 14 | 0.00% | 0.01% | 0.05% | Q2 2020 | Q3 2023 | 37 |
Walleye Trading LLC | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 35 |
Squarepoint Ops LLC | 12 | 12 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 31 |
PEAK6 Investments LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 31 |
JANE STREET GROUP, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 30 |
WOLVERINE TRADING, LLC | 10 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 30 |
Parallax Volatility Advisers, L.P. | 8 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 28 |
MILLENNIUM MANAGEMENT LLC | 15 | 15 | 0.00% | 0.02% | 0.10% | Q1 2020 | Q3 2023 | 23 |
UBS Group AG | 14 | 14 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 22 |
AMG National Trust Bank | 14 | 14 | 0.00% | 0.08% | 0.12% | Q2 2020 | Q3 2023 | 21 |
BANK OF AMERICA CORP /DE/ | 14 | 14 | 0.00% | 0.03% | 0.12% | Q2 2020 | Q3 2023 | 21 |
CAPITAL FUND MANAGEMENT S.A. | 9 | 1 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 19 |
TUDOR INVESTMENT CORP ET AL | 6 | 4 | 0.00% | 0.02% | 0.11% | Q1 2021 | Q3 2023 | 19 |
TWO SIGMA INVESTMENTS, LP | 10 | 2 | 0.00% | 0.07% | 0.41% | Q2 2020 | Q3 2023 | 18 |
D. E. Shaw & Co., Inc. | 14 | 14 | 0.00% | 0.05% | 0.15% | Q2 2020 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 18 |
ROYAL BANK OF CANADA | 14 | 14 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 17 |
Perigon Wealth Management, LLC | 15 | 1 | 0.06% | 0.08% | 0.10% | Q3 2011 | Q3 2023 | 16 |
HighTower Advisors, LLC | 14 | 14 | 0.00% | 0.07% | 0.15% | Q2 2020 | Q3 2023 | 16 |
Private Advisor Group, LLC | 14 | 14 | 0.00% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 16 |
Gates Capital Management | 14 | 14 | 1.17% | 4.46% | 5.79% | Q2 2020 | Q3 2023 | 16 |
Pacifica Partners Inc. | 16 | 16 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q4 2023 | 16 |
BlackRock Inc. | 15 | 15 | 0.00% | 0.07% | 0.10% | Q1 2020 | Q3 2023 | 16 |
MEANS INVESTMENT CO., INC. | 15 | 15 | 0.08% | 0.11% | 0.14% | Q1 2020 | Q3 2023 | 15 |
ClearBridge Investments | 15 | 15 | 0.00% | 0.01% | 0.08% | Q1 2020 | Q3 2023 | 15 |
WESTPORT ASSET MANAGEMENT INC | 15 | 15 | 0.46% | 1.16% | 1.71% | Q1 2020 | Q3 2023 | 15 |
NORTHERN TRUST CORP | 15 | 15 | 0.01% | 0.07% | 0.10% | Q1 2020 | Q3 2023 | 15 |
CREDIT SUISSE AG/ | 14 | 14 | 0.02% | 0.09% | 0.15% | Q2 2020 | Q3 2023 | 15 |
Versant Capital Management, Inc | 15 | 15 | 0.01% | 0.03% | 0.09% | Q2 2020 | Q4 2023 | 15 |
Curbstone Financial Management Corp | 15 | 15 | 0.14% | 0.25% | 0.32% | Q2 2020 | Q4 2023 | 15 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Point72 Hong Kong Ltd | 7 | 7 | 0.01% | 0.03% | 0.12% | Q4 2020 | Q2 2022 | 15 |
Cubist Systematic Strategies, LLC | 12 | 1 | 0.00% | 0.04% | 0.16% | Q2 2020 | Q3 2023 | 15 |
CACTI ASSET MANAGEMENT LLC | 15 | 15 | 0.10% | 0.18% | 0.24% | Q2 2020 | Q4 2023 | 15 |
Diversified Trust Co | 15 | 15 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q4 2023 | 15 |
BALDWIN BROTHERS LLC/MA | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2023 | 15 |
MASSMUTUAL TRUST CO FSB/ADV | 15 | 15 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q4 2023 | 15 |
COURIER CAPITAL LLC | 15 | 15 | 0.05% | 0.10% | 0.15% | Q1 2020 | Q3 2023 | 15 |
OPTIMUM INVESTMENT ADVISORS | 15 | 15 | 0.07% | 0.10% | 0.16% | Q2 2020 | Q4 2023 | 15 |
M&R CAPITAL MANAGEMENT INC | 15 | 15 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q4 2023 | 15 |
WOODSTOCK CORP | 15 | 15 | 0.16% | 0.22% | 0.29% | Q2 2020 | Q4 2023 | 15 |
Bartlett & Co. LLC | 15 | 15 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q4 2023 | 15 |
Kingsview Wealth Management, LLC | 7 | 6 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 15 |
NEVILLE RODIE & SHAW INC | 15 | 15 | 0.08% | 0.10% | 0.11% | Q2 2020 | Q4 2023 | 15 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 15 | 15 | 0.02% | 0.04% | 0.08% | Q1 2020 | Q3 2023 | 15 |
CHEMUNG CANAL TRUST CO | 15 | 15 | 0.08% | 0.10% | 0.24% | Q2 2020 | Q4 2023 | 15 |
Manchester Capital Management LLC | 15 | 15 | 0.00% | 0.04% | 0.31% | Q1 2020 | Q3 2023 | 15 |
MORGAN STANLEY | 15 | 15 | 0.00% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 15 | 15 | 0.00% | 0.10% | 0.14% | Q1 2020 | Q3 2023 | 15 |
M&T BANK CORP | 14 | 14 | 0.00% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 15 |
TRUST CO OF TOLEDO NA /OH/ | 15 | 15 | 0.11% | 0.16% | 0.23% | Q2 2020 | Q4 2023 | 15 |
Valeo Financial Advisors, LLC | 15 | 15 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Front Row Advisors LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
HOHIMER WEALTH MANAGEMENT, LLC | 15 | 15 | 0.29% | 0.51% | 0.80% | Q1 2020 | Q3 2023 | 15 |
Anchor Investment Management, LLC | 15 | 15 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q4 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
DnB Asset Management AS | 15 | 15 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q4 2023 | 15 |
Pacer Advisors, Inc. | 15 | 15 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 14 | 14 | 0.00% | 0.07% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Williams Jones Wealth Management, LLC. | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Cohen Klingenstein LLC | 14 | 14 | 0.11% | 0.13% | 0.17% | Q2 2020 | Q3 2023 | 14 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
J.W. COLE ADVISORS, INC. | 14 | 14 | 0.04% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
ST GERMAIN D J CO INC | 11 | 3 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q4 2023 | 14 |
Plante Moran Financial Advisors, LLC | 14 | 14 | 0.01% | 0.01% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Tredje AP-fonden | 14 | 14 | 0.02% | 0.10% | 0.27% | Q2 2020 | Q3 2023 | 14 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
REGIONS FINANCIAL CORP | 14 | 14 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Capital Analysts, LLC | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
TORONTO DOMINION BANK | 14 | 14 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
CANADA PENSION PLAN INVESTMENT BOARD | 14 | 14 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
DEUTSCHE BANK AG\ | 14 | 14 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
PINNACLE ASSOCIATES LTD | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
M. Kraus & Co | 14 | 14 | 1.42% | 2.34% | 3.00% | Q2 2020 | Q3 2023 | 14 |
MEYER HANDELMAN CO | 14 | 14 | 0.18% | 0.28% | 0.35% | Q2 2020 | Q3 2023 | 14 |
Capital Advisors, Ltd. LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 14 | 14 | 0.03% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Beacon Pointe Advisors, LLC | 14 | 14 | 0.02% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 14 |
WEBSTER BANK, N. A. | 14 | 14 | 0.07% | 0.10% | 0.14% | Q2 2020 | Q3 2023 | 14 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 14 | 14 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 14 | 14 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
ELCO Management Co., LLC | 14 | 14 | 0.28% | 0.49% | 0.62% | Q2 2020 | Q3 2023 | 14 |
Mitsubishi UFJ Asset Management Co., Ltd. | 14 | 14 | 0.06% | 0.09% | 0.14% | Q2 2020 | Q3 2023 | 14 |
Essex Savings Bank | 14 | 14 | 0.09% | 0.11% | 0.14% | Q2 2020 | Q3 2023 | 14 |
S.A. Mason LLC | 14 | 14 | 0.14% | 0.20% | 0.24% | Q2 2020 | Q3 2023 | 14 |
EARNEST PARTNERS LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 14 | 14 | 0.85% | 0.93% | 1.04% | Q2 2020 | Q3 2023 | 14 |
TRUST CO OF VIRGINIA /VA | 14 | 14 | 0.05% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 14 |
MONETARY MANAGEMENT GROUP INC | 14 | 14 | 0.01% | 0.05% | 0.09% | Q2 2020 | Q3 2023 | 14 |
DONALDSON CAPITAL MANAGEMENT, LLC | 14 | 14 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
IEQ CAPITAL, LLC | 14 | 14 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
SECURIAN ASSET MANAGEMENT, INC | 14 | 14 | 0.04% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 14 |
VANGUARD GROUP INC | 14 | 14 | 0.07% | 0.10% | 0.13% | Q2 2020 | Q3 2023 | 14 |
CNB Bank | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Evercore Wealth Management, LLC | 14 | 14 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 14 |
ROYAL LONDON ASSET MANAGEMENT LTD | 14 | 14 | 0.05% | 0.06% | 0.06% | Q2 2020 | Q3 2023 | 14 |
NBT BANK N A /NY | 14 | 14 | 0.20% | 0.25% | 0.30% | Q2 2020 | Q3 2023 | 14 |
FIRST TRUST ADVISORS LP | 14 | 14 | 0.02% | 0.05% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Telos Capital Management, Inc. | 14 | 14 | 0.50% | 0.64% | 0.78% | Q2 2020 | Q3 2023 | 14 |
HUNTINGTON NATIONAL BANK | 14 | 14 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
GABELLI FUNDS LLC | 14 | 14 | 0.01% | 0.03% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Transform Wealth, LLC | 14 | 14 | 0.06% | 0.09% | 0.26% | Q2 2020 | Q3 2023 | 14 |
Essex Financial Services, Inc. | 14 | 14 | 0.14% | 0.19% | 0.30% | Q2 2020 | Q3 2023 | 14 |
MONARCH CAPITAL MANAGEMENT INC/ | 14 | 14 | 0.33% | 0.54% | 0.74% | Q2 2020 | Q3 2023 | 14 |
BLAIR WILLIAM & CO/IL | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
GOLDMAN SACHS GROUP INC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
EVERETT HARRIS & CO /CA/ | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 14 | 14 | 0.01% | 0.06% | 0.14% | Q2 2020 | Q3 2023 | 14 |
Robeco Institutional Asset Management B.V. | 14 | 14 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Ledyard National Bank | 14 | 14 | 0.03% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
FRG Family Wealth Advisors LLC | 14 | 14 | 0.06% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 14 |
DIVIDEND ASSETS CAPITAL, LLC | 14 | 14 | 0.02% | 0.08% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Baker Ellis Asset Management LLC | 14 | 14 | 0.05% | 0.20% | 1.04% | Q2 2020 | Q3 2023 | 14 |
TOMPKINS FINANCIAL CORP | 10 | 4 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2023 | 14 |
MONTAG A & ASSOCIATES INC | 14 | 14 | 0.04% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 14 | 14 | 0.63% | 1.05% | 1.41% | Q2 2020 | Q3 2023 | 14 |
Invesco Ltd. | 14 | 14 | 0.02% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Carmichael Hill & Associates, Inc. | 14 | 14 | 0.08% | 0.10% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Korea Investment CORP | 14 | 14 | 0.03% | 0.06% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Legal & General Group Plc | 14 | 14 | 0.06% | 0.09% | 0.11% | Q2 2020 | Q3 2023 | 14 |
ALLSTATE CORP | 14 | 14 | 0.01% | 0.03% | 0.07% | Q2 2020 | Q3 2023 | 14 |
NOMURA ASSET MANAGEMENT CO LTD | 14 | 14 | 0.05% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 14 |
BENEDICT FINANCIAL ADVISORS INC | 14 | 14 | 0.14% | 0.18% | 0.21% | Q2 2020 | Q3 2023 | 14 |
LPL Financial LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
BAR HARBOR WEALTH MANAGEMENT | 14 | 14 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
CIBC WORLD MARKET INC. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Kentucky Retirement Systems | 14 | 14 | 0.07% | 0.10% | 0.13% | Q2 2020 | Q3 2023 | 14 |
WELLS FARGO & COMPANY/MN | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
PROFUND ADVISORS LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Argent Trust Co | 14 | 14 | 0.10% | 0.13% | 0.16% | Q2 2020 | Q3 2023 | 14 |
GRIMES & COMPANY, INC. | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
1ST SOURCE BANK | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Avantax Planning Partners, Inc. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
STIFEL FINANCIAL CORP | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
CARRET ASSET MANAGEMENT, LLC | 14 | 14 | 0.05% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
GLENMEDE TRUST CO NA | 14 | 14 | 0.13% | 0.19% | 0.32% | Q2 2020 | Q3 2023 | 14 |
Family Capital Trust Co | 14 | 14 | 0.33% | 1.18% | 1.58% | Q2 2020 | Q3 2023 | 14 |
Allworth Financial LP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Selway Asset Management | 14 | 14 | 0.25% | 0.54% | 0.86% | Q2 2020 | Q3 2023 | 14 |
OneDigital Investment Advisors LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Asset Dedication, LLC | 14 | 14 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Wealthfront Advisers LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
PRIO WEALTH LIMITED PARTNERSHIP | 14 | 14 | 0.08% | 0.09% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Pointe Capital Management LLC | 14 | 14 | 0.21% | 0.30% | 0.37% | Q2 2020 | Q3 2023 | 14 |
Pflug Koory, LLC | 14 | 14 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 14 |
HSBC HOLDINGS PLC | 14 | 14 | 0.04% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Independent Advisor Alliance | 14 | 14 | 0.00% | 0.04% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Baker Chad R | 14 | 14 | 1.79% | 2.83% | 3.85% | Q2 2020 | Q3 2023 | 14 |
Smithfield Trust Co | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Gulf International Bank (UK) Ltd | 14 | 14 | 0.07% | 0.09% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Baird Financial Group, Inc. | 14 | 14 | 0.08% | 0.10% | 0.12% | Q2 2020 | Q3 2023 | 14 |
BNP Paribas Asset Management Holding S.A. | 14 | 14 | 0.00% | 0.02% | 0.07% | Q2 2020 | Q3 2023 | 14 |
AMERIPRISE FINANCIAL INC | 14 | 14 | 0.01% | 0.06% | 0.11% | Q2 2020 | Q3 2023 | 14 |
DAVIS SELECTED ADVISERS | 14 | 14 | 0.18% | 1.20% | 3.96% | Q2 2020 | Q3 2023 | 14 |
RAYMOND JAMES & ASSOCIATES | 14 | 14 | 0.03% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Parkside Financial Bank & Trust | 14 | 14 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
BROWN BROTHERS HARRIMAN & CO | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
ASSETMARK, INC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
ADIRONDACK TRUST CO | 14 | 14 | 0.10% | 0.16% | 0.22% | Q2 2020 | Q3 2023 | 14 |
Janney Montgomery Scott LLC | 14 | 14 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 14 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 14 | 14 | 0.03% | 0.11% | 0.21% | Q2 2020 | Q3 2023 | 14 |
SCOPUS ASSET MANAGEMENT, L.P. | 8 | 8 | 0.04% | 0.19% | 0.40% | Q2 2020 | Q1 2022 | 14 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 14 | 14 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
WELCH & FORBES LLC | 14 | 14 | 0.17% | 0.21% | 0.25% | Q2 2020 | Q3 2023 | 14 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 14 | 14 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
FIDUCIARY TRUST CO | 14 | 14 | 0.09% | 0.11% | 0.14% | Q2 2020 | Q3 2023 | 14 |
VOYA INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
OLD NATIONAL BANCORP /IN/ | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
KANAWHA CAPITAL MANAGEMENT LLC | 14 | 14 | 0.35% | 0.57% | 0.69% | Q2 2020 | Q3 2023 | 14 |
HM PAYSON & CO | 14 | 14 | 0.10% | 0.18% | 0.51% | Q2 2020 | Q3 2023 | 14 |
Bollard Group LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
National Pension Service | 14 | 14 | 0.08% | 0.12% | 0.14% | Q2 2020 | Q3 2023 | 14 |
Sugarloaf Wealth Management, LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
State of Tennessee, Treasury Department | 14 | 14 | 0.04% | 0.06% | 0.18% | Q2 2020 | Q3 2023 | 14 |
Bray Capital Advisors | 14 | 14 | 0.01% | 0.03% | 0.10% | Q2 2020 | Q3 2023 | 14 |
BROWN ADVISORY INC | 14 | 14 | 0.11% | 0.19% | 0.24% | Q2 2020 | Q3 2023 | 14 |
PRUDENTIAL FINANCIAL INC | 14 | 14 | 0.04% | 0.08% | 0.16% | Q2 2020 | Q3 2023 | 14 |
Graypoint LLC | 14 | 14 | 0.05% | 0.10% | 0.17% | Q2 2020 | Q3 2023 | 14 |
Hanson & Doremus Investment Management | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
TOWER BRIDGE ADVISORS | 14 | 14 | 0.06% | 0.08% | 0.10% | Q2 2020 | Q3 2023 | 14 |
SouthState Corp | 14 | 14 | 0.03% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Stonehage Fleming Financial Services Holdings Ltd | 14 | 14 | 0.02% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 14 |
PITCAIRN CO | 14 | 14 | 0.03% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 14 | 14 | 0.14% | 0.17% | 0.21% | Q2 2020 | Q3 2023 | 14 |
Baystate Wealth Management LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
PrairieView Partners, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
US BANCORP \DE\ | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 14 | 14 | 0.05% | 0.08% | 0.10% | Q2 2020 | Q3 2023 | 14 |
B. Riley Wealth Advisors, Inc. | 14 | 14 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 14 | 14 | 0.08% | 0.34% | 0.50% | Q2 2020 | Q3 2023 | 14 |
Rossmore Private Capital | 14 | 14 | 0.09% | 0.14% | 0.20% | Q2 2020 | Q3 2023 | 14 |
True North Advisors, LLC | 14 | 14 | 0.08% | 0.15% | 0.22% | Q2 2020 | Q3 2023 | 14 |
Capital Research Global Investors | 14 | 14 | 0.36% | 0.80% | 1.37% | Q2 2020 | Q3 2023 | 14 |
Dorsey & Whitney Trust CO LLC | 14 | 14 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
PROFESSIONAL ADVISORY SERVICES INC | 14 | 14 | 2.25% | 2.66% | 3.14% | Q2 2020 | Q3 2023 | 14 |
Moors & Cabot, Inc. | 14 | 14 | 0.09% | 0.11% | 0.14% | Q2 2020 | Q3 2023 | 14 |
Capital International Investors | 14 | 14 | 0.02% | 0.57% | 1.13% | Q2 2020 | Q3 2023 | 14 |
Fisher Asset Management, LLC | 14 | 14 | 0.05% | 0.15% | 0.41% | Q2 2020 | Q3 2023 | 14 |
HOLDERNESS INVESTMENTS CO | 14 | 14 | 0.13% | 0.21% | 0.28% | Q2 2020 | Q3 2023 | 14 |
Asset Management One Co., Ltd. | 14 | 14 | 0.05% | 0.08% | 0.11% | Q2 2020 | Q3 2023 | 14 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 14 | 14 | 0.13% | 0.31% | 0.38% | Q2 2020 | Q3 2023 | 14 |
HEADINVEST, LLC | 14 | 14 | 0.20% | 0.31% | 0.39% | Q2 2020 | Q3 2023 | 14 |
Drexel Morgan & Co. | 14 | 14 | 0.07% | 0.11% | 0.14% | Q2 2020 | Q3 2023 | 14 |
FEDERATED HERMES, INC. | 14 | 14 | 0.00% | 0.04% | 0.14% | Q2 2020 | Q3 2023 | 14 |
COMMONWEALTH EQUITY SERVICES, LLC | 14 | 14 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Costello Asset Management, INC | 14 | 14 | 0.01% | 0.07% | 0.18% | Q2 2020 | Q3 2023 | 14 |
Ensign Peak Advisors, Inc | 14 | 14 | 0.06% | 0.15% | 0.20% | Q2 2020 | Q3 2023 | 14 |
ENVESTNET ASSET MANAGEMENT INC | 14 | 14 | 0.01% | 0.02% | 0.07% | Q2 2020 | Q3 2023 | 14 |
FIRST NATIONAL TRUST CO | 14 | 14 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 14 |
VALLEY NATIONAL ADVISERS INC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
PRIMECAP MANAGEMENT CO/CA/ | 14 | 14 | 0.09% | 0.16% | 0.22% | Q2 2020 | Q3 2023 | 14 |
SG Americas Securities, LLC | 14 | 14 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
TD ASSET MANAGEMENT INC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
PINNACLE FINANCIAL PARTNERS INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
IFP Advisors, Inc | 14 | 14 | 0.03% | 0.08% | 0.20% | Q2 2020 | Q3 2023 | 14 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
CAPITAL CITY TRUST CO/FL | 14 | 14 | 0.15% | 0.20% | 0.26% | Q2 2020 | Q3 2023 | 14 |
THOMPSON SIEGEL & WALMSLEY LLC | 14 | 14 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 14 |
GPM Growth Investors, Inc. | 14 | 14 | 2.06% | 2.75% | 3.21% | Q2 2020 | Q3 2023 | 14 |
Mirae Asset Global Investments Co., Ltd. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Canal Insurance CO | 14 | 14 | 0.09% | 0.14% | 0.18% | Q2 2020 | Q3 2023 | 14 |
WASHINGTON TRUST Co | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
First Personal Financial Services | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
PRINCIPAL FINANCIAL GROUP INC | 14 | 14 | 0.02% | 0.04% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Zions Bancorporation, N.A. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
SEGALL BRYANT & HAMILL, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Triangle Securities Wealth Management | 14 | 14 | 0.13% | 0.23% | 0.35% | Q2 2020 | Q3 2023 | 14 |
Highlander Capital Management, LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Bragg Financial Advisors, Inc | 14 | 14 | 0.03% | 0.05% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Meiji Yasuda Asset Management Co Ltd. | 14 | 14 | 0.11% | 0.24% | 0.38% | Q2 2020 | Q3 2023 | 14 |
AQR Capital Management | 14 | 14 | 0.00% | 0.10% | 0.34% | Q2 2020 | Q3 2023 | 14 |
Banque Cantonale Vaudoise | 14 | 14 | 0.03% | 0.06% | 0.10% | Q2 2020 | Q3 2023 | 14 |
First PREMIER Bank | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Laird Norton Wetherby Wealth Management, LLC | 14 | 14 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Parallel Advisors, LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
MOODY NATIONAL BANK TRUST DIVISION | 14 | 14 | 0.03% | 0.08% | 0.12% | Q2 2020 | Q3 2023 | 14 |
THRIVENT FINANCIAL FOR LUTHERANS | 14 | 14 | 0.00% | 0.03% | 0.15% | Q2 2020 | Q3 2023 | 14 |
Cetera Advisor Networks LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
METROPOLITAN LIFE INSURANCE CO/NY | 14 | 14 | 0.05% | 0.08% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Cohen Capital Management, Inc. | 14 | 14 | 0.36% | 0.53% | 0.72% | Q2 2020 | Q3 2023 | 14 |
Laurel Wealth Advisors LLC | 14 | 14 | 0.09% | 0.12% | 0.14% | Q2 2020 | Q3 2023 | 14 |
BAHL & GAYNOR INC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
FISHMAN JAY A LTD/MI | 14 | 14 | 0.07% | 0.13% | 0.19% | Q2 2020 | Q3 2023 | 14 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
FAYEZ SAROFIM & CO | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
JONES FINANCIAL COMPANIES LLLP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
AdvisorNet Financial, Inc | 14 | 14 | 0.03% | 0.18% | 0.44% | Q2 2020 | Q3 2023 | 14 |
Mawer Investment Management Ltd. | 14 | 14 | 0.17% | 0.40% | 0.51% | Q2 2020 | Q3 2023 | 14 |
CITY HOLDING CO | 14 | 14 | 0.14% | 0.20% | 0.30% | Q2 2020 | Q3 2023 | 14 |
LEE DANNER & BASS INC | 14 | 14 | 0.19% | 0.26% | 0.33% | Q2 2020 | Q3 2023 | 14 |
Savant Capital, LLC | 14 | 14 | 0.03% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 14 | 14 | 0.44% | 0.74% | 0.95% | Q2 2020 | Q3 2023 | 14 |
HARBOR INVESTMENT ADVISORY, LLC | 14 | 14 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Abbrea Capital, LLC | 14 | 14 | 0.10% | 0.14% | 0.18% | Q2 2020 | Q3 2023 | 14 |
GYL FINANCIAL SYNERGIES, LLC | 14 | 14 | 0.06% | 0.18% | 0.33% | Q2 2020 | Q3 2023 | 14 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 14 | 14 | 0.04% | 0.07% | 0.12% | Q2 2020 | Q3 2023 | 14 |
JFS WEALTH ADVISORS, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Community Bank, N.A. | 14 | 14 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
CIBC Asset Management Inc | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Advisory Services Network, LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
BANK OF NOVA SCOTIA | 14 | 14 | 0.01% | 0.03% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Marble Harbor Investment Counsel, LLC | 14 | 14 | 0.09% | 0.12% | 0.17% | Q2 2020 | Q3 2023 | 14 |
Financial Management Professionals, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
STATE STREET CORP | 14 | 14 | 0.07% | 0.10% | 0.16% | Q2 2020 | Q3 2023 | 14 |
JOHNSON INVESTMENT COUNSEL INC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
TRUIST FINANCIAL CORP | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Glenview Trust Co | 14 | 14 | 0.04% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 14 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 14 | 14 | 0.02% | 0.27% | 0.87% | Q2 2020 | Q3 2023 | 14 |
HOME FEDERAL BANK OF TENNESSEE | 14 | 14 | 0.11% | 0.24% | 0.35% | Q2 2020 | Q3 2023 | 14 |
DELTA ASSET MANAGEMENT LLC/TN | 14 | 14 | 1.54% | 2.37% | 3.16% | Q2 2020 | Q3 2023 | 14 |
Symmetry Partners, LLC | 14 | 14 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q4 2023 | 14 |
Retirement Systems of Alabama | 14 | 14 | 0.04% | 0.07% | 0.17% | Q2 2020 | Q3 2023 | 14 |
AllSquare Wealth Management LLC | 14 | 14 | 0.04% | 0.07% | 0.09% | Q2 2020 | Q3 2023 | 14 |
FIRST HAWAIIAN BANK | 14 | 14 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Farmers & Merchants Trust Co of Chambersburg PA | 14 | 14 | 0.07% | 0.11% | 0.14% | Q2 2020 | Q3 2023 | 14 |
HighMark Wealth Management LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
CAPE COD FIVE CENTS SAVINGS BANK | 14 | 14 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
FOSTER & MOTLEY INC | 14 | 14 | 0.05% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Tortoise Investment Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
QUADRANT CAPITAL GROUP LLC | 14 | 14 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
YHB Investment Advisors, Inc. | 14 | 14 | 0.13% | 0.18% | 0.23% | Q2 2020 | Q3 2023 | 14 |
Raymond James Financial Services Advisors, Inc. | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
TWO SIGMA ADVISERS, LP | 14 | 14 | 0.00% | 0.08% | 0.28% | Q2 2020 | Q3 2023 | 14 |
APG Asset Management N.V. | 14 | 14 | 0.06% | 0.10% | 0.15% | Q2 2020 | Q3 2023 | 14 |
Montecito Bank & Trust | 14 | 14 | 0.06% | 0.18% | 0.33% | Q3 2020 | Q4 2023 | 14 |
Buffington Mohr McNeal | 14 | 14 | 0.08% | 0.17% | 0.25% | Q2 2020 | Q3 2023 | 14 |
BELLEVUE ASSET MANAGEMENT, LLC | 14 | 14 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Mine & Arao Wealth Creation & Management, LLC. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Patriot Financial Group Insurance Agency, LLC | 14 | 14 | 0.05% | 0.08% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Cypress Capital Management LLC (WY) | 14 | 14 | 0.16% | 0.25% | 0.39% | Q2 2020 | Q3 2023 | 14 |
VICTORY CAPITAL MANAGEMENT INC | 14 | 14 | 0.01% | 0.12% | 0.35% | Q2 2020 | Q3 2023 | 14 |
Institute for Wealth Management, LLC. | 14 | 14 | 0.05% | 0.07% | 0.07% | Q2 2020 | Q3 2023 | 14 |
LSV ASSET MANAGEMENT | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
SVB WEALTH LLC | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Riggs Asset Managment Co. Inc. | 14 | 14 | 0.01% | 0.04% | 0.15% | Q2 2020 | Q3 2023 | 14 |
DAVENPORT & Co LLC | 14 | 14 | 0.01% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
BAILARD, INC. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
PNC FINANCIAL SERVICES GROUP, INC. | 14 | 14 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Penobscot Investment Management Company, Inc. | 14 | 14 | 0.09% | 0.12% | 0.17% | Q2 2020 | Q3 2023 | 14 |
DUNCKER STREETT & CO INC | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Gifford Fong Associates | 14 | 14 | 0.07% | 0.10% | 0.13% | Q2 2020 | Q3 2023 | 14 |
PARSONS CAPITAL MANAGEMENT INC/RI | 14 | 14 | 0.09% | 0.18% | 0.33% | Q2 2020 | Q3 2023 | 14 |
TCTC Holdings, LLC | 14 | 14 | 0.01% | 0.05% | 0.15% | Q2 2020 | Q3 2023 | 14 |
GEODE CAPITAL MANAGEMENT, LLC | 14 | 14 | 0.06% | 0.10% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Cresset Asset Management, LLC | 14 | 14 | 0.00% | 0.05% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Cetera Investment Advisers | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.04% | 0.09% | 0.19% | Q2 2020 | Q3 2023 | 14 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 14 | 14 | 0.00% | 0.09% | 0.33% | Q2 2020 | Q3 2023 | 14 |
FinTrust Capital Advisors, LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 14 | 14 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 14 | 14 | 0.03% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 14 |
FLAGSHIP HARBOR ADVISORS, LLC | 14 | 14 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Candriam S.C.A. | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
EXCALIBUR MANAGEMENT CORP | 14 | 14 | 0.21% | 0.28% | 0.37% | Q2 2020 | Q3 2023 | 14 |
FineMark National Bank & Trust | 14 | 14 | 0.02% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Clearstead Advisors, LLC | 14 | 14 | 0.03% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 14 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 14 | 14 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
KCM INVESTMENT ADVISORS LLC | 14 | 14 | 0.02% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 14 | 14 | 0.17% | 0.34% | 0.66% | Q2 2020 | Q3 2023 | 14 |
State of New Jersey Common Pension Fund D | 14 | 14 | 0.05% | 0.07% | 0.09% | Q2 2020 | Q3 2023 | 14 |
State of Alaska, Department of Revenue | 14 | 14 | 0.04% | 0.08% | 0.12% | Q2 2020 | Q3 2023 | 14 |
FORSTA AP-FONDEN | 14 | 14 | 0.06% | 0.11% | 0.19% | Q2 2020 | Q3 2023 | 14 |
Allred Capital Management, LLC | 14 | 14 | 0.20% | 0.30% | 0.38% | Q2 2020 | Q3 2023 | 14 |
Choate Investment Advisors | 14 | 14 | 0.04% | 0.06% | 0.12% | Q2 2020 | Q3 2023 | 14 |
OPPENHEIMER & CO INC | 14 | 14 | 0.03% | 0.23% | 0.45% | Q2 2020 | Q3 2023 | 14 |
DELTA CAPITAL MANAGEMENT LLC | 14 | 14 | 1.26% | 1.83% | 2.32% | Q2 2020 | Q3 2023 | 14 |
Pinnacle Bancorp, Inc. | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
FMR LLC | 14 | 14 | 0.02% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 14 |
WELLINGTON MANAGEMENT GROUP LLP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
GAMCO INVESTORS, INC. ET AL | 14 | 14 | 0.03% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Penserra Capital Management LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
PROFFITT & GOODSON INC | 14 | 14 | 0.04% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 14 |
TOTH FINANCIAL ADVISORY CORP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Burgundy Asset Management Ltd. | 14 | 14 | 2.24% | 2.64% | 3.16% | Q2 2020 | Q3 2023 | 14 |
Kentucky Retirement Systems Insurance Trust Fund | 14 | 14 | 0.07% | 0.11% | 0.13% | Q2 2020 | Q3 2023 | 14 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 14 | 14 | 0.06% | 0.07% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 14 | 14 | 0.04% | 0.06% | 0.06% | Q2 2020 | Q3 2023 | 14 |
AR ASSET MANAGEMENT INC | 14 | 14 | 0.12% | 0.18% | 0.22% | Q2 2020 | Q3 2023 | 14 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 14 | 14 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Allianz Asset Management GmbH | 14 | 14 | 0.00% | 0.01% | 0.05% | Q2 2020 | Q3 2023 | 14 |
ARROW FINANCIAL CORP | 14 | 14 | 0.03% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
OPPENHEIMER ASSET MANAGEMENT INC. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Estabrook Capital Management | 14 | 14 | 0.06% | 0.11% | 0.15% | Q2 2020 | Q3 2023 | 14 |
Miller Investment Management, LP | 14 | 14 | 0.05% | 0.12% | 0.16% | Q2 2020 | Q3 2023 | 14 |
Louisiana State Employees Retirement System | 14 | 14 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Prestige Wealth Management Group LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
ALLIANCEBERNSTEIN L.P. | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Sound View Wealth Advisors Group, LLC | 14 | 14 | 0.05% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
BRIDGES INVESTMENT MANAGEMENT INC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
JANUS HENDERSON GROUP PLC | 14 | 14 | 0.00% | 0.02% | 0.07% | Q2 2020 | Q3 2023 | 14 |
FORTE CAPITAL LLC /ADV | 14 | 14 | 0.06% | 0.09% | 0.10% | Q2 2020 | Q3 2023 | 14 |
CITIGROUP INC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
SCOTIA CAPITAL INC. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
CKW FINANCIAL GROUP | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
SHAYNE & JACOBS, LLC | 14 | 14 | 0.21% | 0.28% | 0.34% | Q2 2020 | Q3 2023 | 14 |
FARMERS & MERCHANTS INVESTMENTS INC | 14 | 14 | 0.06% | 0.15% | 0.20% | Q2 2020 | Q3 2023 | 14 |
Principle Wealth Partners LLC | 14 | 14 | 0.04% | 0.12% | 0.17% | Q2 2020 | Q3 2023 | 14 |
PRICE T ROWE ASSOCIATES INC /MD/ | 14 | 14 | 0.01% | 0.03% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Colonial Trust Advisors | 14 | 14 | 0.04% | 0.06% | 0.07% | Q2 2020 | Q3 2023 | 14 |
CIGNA INVESTMENTS INC /NEW | 14 | 14 | 0.08% | 0.09% | 0.11% | Q2 2020 | Q3 2023 | 14 |
RAYMOND JAMES TRUST N.A. | 14 | 14 | 0.05% | 0.10% | 0.13% | Q2 2020 | Q3 2023 | 14 |
NJ State Employees Deferred Compensation Plan | 14 | 14 | 0.11% | 0.17% | 0.22% | Q2 2020 | Q3 2023 | 14 |
GABLES CAPITAL MANAGEMENT INC. | 14 | 14 | 0.06% | 0.07% | 0.09% | Q2 2020 | Q3 2023 | 14 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
South Dakota Investment Council | 14 | 14 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Column Capital Advisors, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Martin Investment Management, LLC | 14 | 14 | 1.04% | 1.59% | 1.83% | Q2 2020 | Q3 2023 | 14 |
COLONY GROUP LLC | 14 | 14 | 0.01% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 14 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Meiji Yasuda Life Insurance Co | 14 | 14 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
BURNEY CO/ | 14 | 14 | 0.06% | 0.09% | 0.12% | Q2 2020 | Q3 2023 | 14 |
J.P. Marvel Investment Advisors, LLC | 14 | 14 | 0.43% | 0.59% | 0.93% | Q2 2020 | Q3 2023 | 14 |
JPMORGAN CHASE & CO | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
First City Capital Management, Inc. | 14 | 14 | 0.20% | 0.30% | 0.46% | Q2 2020 | Q3 2023 | 14 |
Dai-ichi Life Insurance Company, Ltd | 14 | 14 | 0.02% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 14 |
NATIXIS ADVISORS, L.P. | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
CAPTRUST FINANCIAL ADVISORS | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
PEOPLES FINANCIAL SERVICES CORP. | 14 | 14 | 0.12% | 0.17% | 0.21% | Q2 2020 | Q3 2023 | 14 |
Mitsubishi UFJ Trust & Banking Corp | 14 | 14 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
ProShare Advisors LLC | 14 | 14 | 0.01% | 0.12% | 0.60% | Q2 2020 | Q3 2023 | 14 |
Larson Financial Group LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Legacy Bridge, LLC | 14 | 14 | 0.15% | 0.17% | 0.22% | Q2 2020 | Q3 2023 | 14 |
JNBA Financial Advisors | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Boston Trust Walden Corp | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Bath Savings Trust Co | 14 | 14 | 0.03% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Baldwin Investment Management, LLC | 14 | 14 | 0.10% | 0.12% | 0.15% | Q2 2020 | Q3 2023 | 14 |
Markel Corporation | 14 | 14 | 0.09% | 0.13% | 0.16% | Q2 2020 | Q3 2023 | 14 |
STEPH & CO | 14 | 14 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q3 2023 | 14 |
SEI INVESTMENTS CO | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Aull & Monroe Investment Management Corp | 14 | 14 | 0.22% | 0.28% | 0.35% | Q2 2020 | Q3 2023 | 14 |
FINANCIAL COUNSELORS INC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
North Star Investment Management Corp. | 14 | 14 | 0.01% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Crestwood Advisors Group, LLC | 14 | 14 | 0.02% | 0.04% | 0.09% | Q2 2020 | Q3 2023 | 14 |
NICOLET ADVISORY SERVICES, LLC | 14 | 14 | 0.05% | 0.09% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Bleichroeder LP | 14 | 14 | 0.02% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 14 |
WEDBUSH SECURITIES INC | 14 | 14 | 0.03% | 0.06% | 0.11% | Q2 2020 | Q3 2023 | 14 |
SYNOVUS FINANCIAL CORP | 14 | 14 | 0.04% | 0.06% | 0.07% | Q2 2020 | Q3 2023 | 14 |
WHITTIER TRUST CO | 14 | 14 | 0.02% | 0.03% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Wesleyan Assurance Society | 14 | 14 | 0.40% | 0.54% | 0.67% | Q2 2020 | Q3 2023 | 14 |
Livforsakringsbolaget Skandia, Omsesidigt | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Rockefeller Capital Management L.P. | 14 | 14 | 0.04% | 0.56% | 0.74% | Q2 2020 | Q3 2023 | 14 |
PineBridge Investments, L.P. | 14 | 14 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Russell Investments Group, Ltd. | 14 | 14 | 0.10% | 0.12% | 0.16% | Q2 2020 | Q3 2023 | 14 |
Chevy Chase Trust Holdings, LLC | 14 | 14 | 0.06% | 0.08% | 0.10% | Q2 2020 | Q3 2023 | 14 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 14 | 14 | 0.02% | 0.07% | 0.20% | Q2 2020 | Q3 2023 | 14 |
PERSONAL CFO SOLUTIONS, LLC | 14 | 14 | 0.00% | 0.10% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Cetera Advisors LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Neuberger Berman Group LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Connecticut Wealth Management, LLC | 14 | 14 | 0.34% | 0.59% | 1.32% | Q2 2020 | Q3 2023 | 14 |
Westside Investment Management, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
L. Roy Papp & Associates, LLP | 14 | 14 | 0.04% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 14 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 14 | 14 | 0.03% | 0.11% | 0.15% | Q2 2020 | Q3 2023 | 14 |
Cambridge Investment Research Advisors, Inc. | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Gradient Investments LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
IMA Wealth, Inc. | 14 | 14 | 0.19% | 0.41% | 0.55% | Q2 2020 | Q3 2023 | 14 |
WATERS PARKERSON & CO., LLC | 14 | 14 | 0.02% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 14 |
KBC Group NV | 14 | 14 | 0.02% | 0.09% | 0.27% | Q2 2020 | Q3 2023 | 14 |
Lipe & Dalton | 14 | 14 | 0.42% | 0.60% | 1.04% | Q2 2020 | Q3 2023 | 14 |
Chicago Capital, LLC | 14 | 14 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Cerity Partners LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Simmons Bank | 14 | 14 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
SIGNATUREFD, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Olstein Capital Management, L.P. | 14 | 14 | 0.75% | 1.05% | 1.45% | Q2 2020 | Q3 2023 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
BRYN MAWR TRUST Co | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
MV CAPITAL MANAGEMENT, INC. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
DEARBORN PARTNERS LLC | 14 | 14 | 0.10% | 1.15% | 1.82% | Q2 2020 | Q3 2023 | 14 |
Calamos Advisors LLC | 14 | 14 | 0.02% | 0.09% | 0.18% | Q2 2020 | Q3 2023 | 14 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 14 | 14 | 0.00% | 0.03% | 0.07% | Q2 2020 | Q3 2023 | 14 |
DekaBank Deutsche Girozentrale | 14 | 14 | 0.02% | 0.09% | 0.22% | Q2 2020 | Q3 2023 | 14 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
SHELL ASSET MANAGEMENT CO | 14 | 14 | 0.02% | 0.05% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Mutual Advisors, LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
INGALLS & SNYDER LLC | 14 | 14 | 0.10% | 0.16% | 0.21% | Q2 2020 | Q3 2023 | 14 |
KEYBANK NATIONAL ASSOCIATION/OH | 14 | 14 | 0.04% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Fiduciary Group LLC | 14 | 14 | 0.05% | 0.07% | 0.13% | Q2 2020 | Q3 2023 | 14 |
FIRST FINANCIAL CORP /IN/ | 14 | 14 | 0.07% | 0.13% | 0.17% | Q2 2020 | Q3 2023 | 14 |
CIBC Private Wealth Group, LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
NORDEA INVESTMENT MANAGEMENT AB | 14 | 14 | 0.00% | 0.10% | 0.38% | Q2 2020 | Q3 2023 | 14 |
abrdn plc | 14 | 14 | 0.02% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Field & Main Bank | 14 | 14 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
STEPHENS INC /AR/ | 14 | 14 | 0.02% | 0.05% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Tower Research Capital LLC (TRC) | 14 | 14 | 0.01% | 0.04% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Sutton Wealth Advisors Inc. | 14 | 14 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Jacobi Capital Management LLC | 14 | 14 | 0.03% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Reynders McVeigh Capital Management, LLC | 14 | 14 | 0.88% | 2.53% | 3.61% | Q2 2020 | Q3 2023 | 14 |
PROSPECTOR PARTNERS LLC | 14 | 14 | 0.15% | 0.78% | 1.99% | Q2 2020 | Q3 2023 | 14 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 14 | 14 | 0.06% | 0.09% | 0.12% | Q2 2020 | Q3 2023 | 14 |
CULLINAN ASSOCIATES INC | 14 | 14 | 0.03% | 0.10% | 0.14% | Q2 2020 | Q3 2023 | 14 |
Crossmark Global Holdings, Inc. | 14 | 14 | 0.03% | 0.06% | 0.10% | Q2 2020 | Q3 2023 | 14 |
D.A. DAVIDSON & CO. | 14 | 14 | 0.04% | 0.06% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Patten Group, Inc. | 14 | 14 | 0.50% | 0.82% | 1.12% | Q2 2020 | Q3 2023 | 14 |
TEXAS PERMANENT SCHOOL FUND CORP | 14 | 14 | 0.05% | 0.07% | 0.09% | Q2 2020 | Q3 2023 | 14 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 14 | 14 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
NISA INVESTMENT ADVISORS, LLC | 14 | 14 | 0.05% | 0.08% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Bank of New York Mellon Corp | 14 | 14 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q3 2023 | 14 |
DIMENSIONAL FUND ADVISORS LP | 14 | 14 | 0.06% | 0.10% | 0.12% | Q2 2020 | Q3 2023 | 14 |
FUKOKU MUTUAL LIFE INSURANCE Co | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Oakworth Capital, Inc. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
PANAGORA ASSET MANAGEMENT INC | 14 | 14 | 0.01% | 0.03% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Poehling Capital Management, INC. | 14 | 14 | 0.45% | 0.73% | 1.27% | Q2 2020 | Q3 2023 | 14 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Sandy Spring Bank | 14 | 14 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
CUTLER INVESTMENT COUNSEL LLC | 14 | 14 | 0.24% | 1.07% | 1.41% | Q2 2020 | Q3 2023 | 14 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 14 | 14 | 0.06% | 0.09% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Tufton Capital Management | 14 | 14 | 0.33% | 0.89% | 1.33% | Q2 2020 | Q3 2023 | 14 |
ClariVest Asset Management LLC | 14 | 14 | 0.38% | 0.57% | 0.85% | Q2 2020 | Q3 2023 | 14 |
Nuveen Asset Management, LLC | 14 | 14 | 0.04% | 0.22% | 0.36% | Q2 2020 | Q3 2023 | 14 |
Archer Investment Corp | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
SeaCrest Wealth Management, LLC | 14 | 14 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
BOSTON FINANCIAL MANGEMENT LLC | 14 | 14 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Swiss National Bank | 14 | 14 | 0.06% | 0.09% | 0.12% | Q2 2020 | Q3 2023 | 14 |
HBC Financial Services, PLLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 14 | 14 | 0.10% | 0.49% | 1.04% | Q2 2020 | Q3 2023 | 14 |
PEAPACK GLADSTONE FINANCIAL CORP | 14 | 14 | 0.12% | 0.17% | 0.22% | Q2 2020 | Q3 2023 | 14 |
BECK MACK & OLIVER LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
GUGGENHEIM CAPITAL LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
GATEWAY INVESTMENT ADVISERS LLC | 14 | 14 | 0.16% | 0.21% | 0.25% | Q2 2020 | Q3 2023 | 14 |
Fiera Capital Corp | 14 | 14 | 1.46% | 1.78% | 2.24% | Q2 2020 | Q3 2023 | 14 |
MOTCO | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Hartford Financial Management Inc. | 14 | 14 | 0.20% | 0.28% | 0.34% | Q2 2020 | Q3 2023 | 14 |
Steward Partners Investment Advisory, LLC | 14 | 14 | 0.05% | 0.10% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Center for Financial Planning, Inc. | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
OLD SECOND NATIONAL BANK OF AURORA | 14 | 14 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Geneos Wealth Management Inc. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
MERIDIAN MANAGEMENT CO | 14 | 14 | 0.11% | 0.17% | 0.22% | Q2 2020 | Q3 2023 | 14 |
NewEdge Advisors, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
CULLEN/FROST BANKERS, INC. | 14 | 14 | 0.01% | 0.02% | 0.14% | Q2 2020 | Q3 2023 | 14 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 14 | 14 | 0.15% | 0.25% | 0.35% | Q2 2020 | Q3 2023 | 14 |
WESTPAC BANKING CORP | 14 | 14 | 0.03% | 0.05% | 0.10% | Q2 2020 | Q3 2023 | 14 |
AXA S.A. | 14 | 14 | 0.01% | 0.09% | 0.12% | Q2 2020 | Q3 2023 | 14 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 14 | 14 | 0.17% | 0.26% | 0.42% | Q2 2020 | Q3 2023 | 14 |
AMALGAMATED BANK | 14 | 14 | 0.05% | 0.08% | 0.11% | Q2 2020 | Q3 2023 | 14 |
COMMERCE BANK | 14 | 14 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Steigerwald, Gordon & Koch Inc. | 14 | 14 | 0.60% | 1.79% | 2.48% | Q2 2020 | Q3 2023 | 14 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 14 | 14 | 0.02% | 0.08% | 0.16% | Q2 2020 | Q3 2023 | 14 |
ATWOOD & PALMER INC | 14 | 14 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
IFM Investors Pty Ltd | 14 | 14 | 0.07% | 0.11% | 0.14% | Q2 2020 | Q3 2023 | 14 |
Treasurer of the State of North Carolina | 14 | 14 | 0.06% | 0.09% | 0.11% | Q2 2020 | Q3 2023 | 14 |
BESSEMER GROUP INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Sumitomo Mitsui Trust Holdings, Inc. | 14 | 14 | 0.06% | 0.10% | 0.14% | Q2 2020 | Q3 2023 | 14 |
Mariner, LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
NEW YORK STATE COMMON RETIREMENT FUND | 14 | 14 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
AVIVA PLC | 14 | 14 | 0.03% | 0.08% | 0.16% | Q2 2020 | Q3 2023 | 14 |
ENTERPRISE FINANCIAL SERVICES CORP | 14 | 14 | 0.04% | 0.12% | 0.28% | Q2 2020 | Q3 2023 | 14 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 14 | 14 | 0.06% | 0.09% | 0.11% | Q2 2020 | Q3 2023 | 14 |
CONNING INC. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
CapWealth Advisors, LLC | 14 | 14 | 0.29% | 0.48% | 0.70% | Q2 2020 | Q3 2023 | 14 |
FIFTH THIRD BANCORP | 14 | 14 | 0.03% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Creative Planning | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Glassman Wealth Services | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
NVWM, LLC | 14 | 14 | 0.02% | 0.04% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Birch Hill Investment Advisors LLC | 14 | 14 | 0.06% | 0.09% | 0.13% | Q2 2020 | Q3 2023 | 14 |
MERCER GLOBAL ADVISORS INC /ADV | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
TRUST CO OF VERMONT | 14 | 14 | 0.11% | 0.14% | 0.17% | Q2 2020 | Q3 2023 | 14 |
STATE OF WISCONSIN INVESTMENT BOARD | 14 | 14 | 0.05% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 14 |
LINCOLN NATIONAL CORP | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Goelzer Investment Management, Inc. | 14 | 14 | 0.03% | 0.06% | 0.12% | Q2 2020 | Q3 2023 | 14 |
CENTRAL TRUST Co | 14 | 14 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Lindbrook Capital, LLC | 14 | 14 | 0.02% | 0.05% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Vestcor Inc | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Focused Wealth Management, Inc | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
WHITTIER TRUST CO OF NEVADA INC | 14 | 14 | 0.05% | 0.07% | 0.09% | Q2 2020 | Q3 2023 | 14 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC | 14 | 14 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Ameritas Investment Partners, Inc. | 14 | 14 | 0.02% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Norinchukin Bank, The | 14 | 14 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
WENDELL DAVID ASSOCIATES INC | 14 | 14 | 0.09% | 0.10% | 0.12% | Q2 2020 | Q3 2023 | 14 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 14 | 14 | 0.06% | 0.09% | 0.12% | Q2 2020 | Q3 2023 | 14 |
USS Investment Management Ltd | 14 | 14 | 0.01% | 0.07% | 0.14% | Q2 2020 | Q3 2023 | 14 |
Sound Income Strategies, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Skandinaviska Enskilda Banken AB (publ) | 14 | 14 | 0.04% | 0.08% | 0.22% | Q2 2020 | Q3 2023 | 14 |
MAI Capital Management | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
AVANTAX ADVISORY SERVICES, INC. | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Bull Street Advisors, LLC | 14 | 14 | 0.20% | 0.24% | 0.30% | Q2 2020 | Q3 2023 | 14 |
UBS ASSET MANAGEMENT AMERICAS INC | 14 | 14 | 0.04% | 0.08% | 0.13% | Q2 2020 | Q3 2023 | 14 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 14 | 14 | 0.02% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 14 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 14 | 14 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Cedar Mountain Advisors, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
BURNS J W & CO INC/NY | 14 | 14 | 0.08% | 0.12% | 0.17% | Q2 2020 | Q3 2023 | 14 |
Stratos Wealth Partners, LTD. | 14 | 14 | 0.02% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 14 |
AE Wealth Management LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
PATTEN & PATTEN INC/TN | 14 | 14 | 0.06% | 0.07% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Sigma Planning Corp | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Ancora Advisors LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
UMB Bank, n.a. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
NTV ASSET MANAGEMENT LLC | 14 | 14 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q3 2023 | 14 |
GARRISON POINT ADVISORS, LLC | 14 | 14 | 0.29% | 0.72% | 0.92% | Q2 2020 | Q3 2023 | 14 |
TIEMANN INVESTMENT ADVISORS, LLC | 14 | 14 | 0.15% | 0.18% | 0.23% | Q2 2020 | Q3 2023 | 14 |
Arizona State Retirement System | 14 | 14 | 0.06% | 0.09% | 0.11% | Q2 2020 | Q3 2023 | 14 |
EVOKE WEALTH, LLC | 14 | 14 | 0.01% | 0.14% | 0.21% | Q2 2020 | Q3 2023 | 14 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
SALEM INVESTMENT COUNSELORS INC | 14 | 14 | 0.03% | 0.06% | 0.14% | Q2 2020 | Q3 2023 | 14 |
FIRST MANHATTAN CO. LLC. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
HERITAGE INVESTORS MANAGEMENT CORP | 14 | 14 | 0.09% | 0.11% | 0.12% | Q2 2020 | Q3 2023 | 14 |
WEST PACES ADVISORS INC. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
MetLife Investment Management, LLC | 14 | 14 | 0.05% | 0.08% | 0.09% | Q2 2020 | Q3 2023 | 14 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Utah Retirement Systems | 14 | 14 | 0.07% | 0.10% | 0.11% | Q2 2020 | Q3 2023 | 14 |
AMERICAN INTERNATIONAL GROUP, INC. | 14 | 14 | 0.03% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Merit Financial Group, LLC | 14 | 14 | 0.03% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 14 |
MACKENZIE FINANCIAL CORP | 14 | 14 | 0.00% | 0.01% | 0.05% | Q2 2020 | Q3 2023 | 14 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 14 | 14 | 0.06% | 0.09% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Jackson, Grant Investment Advisers, Inc. | 14 | 14 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
First Horizon Advisors, Inc. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Westhampton Capital, LLC | 14 | 14 | 0.38% | 0.48% | 0.58% | Q2 2020 | Q3 2023 | 14 |
West Oak Capital, LLC | 14 | 14 | 0.05% | 0.11% | 0.14% | Q2 2020 | Q3 2023 | 14 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 14 | 14 | 0.05% | 0.14% | 0.41% | Q2 2020 | Q3 2023 | 14 |
McIlrath & Eck, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 14 | 14 | 0.01% | 0.10% | 0.14% | Q2 2020 | Q3 2023 | 14 |
MML INVESTORS SERVICES, LLC | 14 | 14 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
RHUMBLINE ADVISERS | 14 | 14 | 0.06% | 0.09% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Court Place Advisors, LLC | 14 | 14 | 0.09% | 0.13% | 0.15% | Q2 2020 | Q3 2023 | 14 |
Financial Advocates Investment Management | 14 | 14 | 0.07% | 0.10% | 0.12% | Q2 2020 | Q3 2023 | 14 |
CIBC WORLD MARKETS CORP | 14 | 14 | 0.01% | 0.05% | 0.30% | Q2 2020 | Q3 2023 | 14 |
Man Group plc | 14 | 14 | 0.00% | 0.08% | 0.34% | Q2 2020 | Q3 2023 | 14 |
DODGE & COX | 14 | 14 | 0.46% | 0.65% | 0.99% | Q2 2020 | Q3 2023 | 14 |
MACQUARIE GROUP LTD | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Bogart Wealth, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Avior Wealth Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Endurance Wealth Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 13 |
Snowden Capital Advisors LLC | 8 | 5 | 0.02% | 0.07% | 0.17% | Q2 2020 | Q3 2023 | 13 |
Empirical Finance, LLC | 13 | 13 | 0.04% | 0.08% | 0.12% | Q3 2020 | Q3 2023 | 13 |
J.P. Morgan Private Wealth Advisors LLC | 12 | 1 | 0.08% | 0.12% | 0.17% | Q2 2020 | Q3 2023 | 13 |
Capital International, Inc./CA/ | 13 | 13 | 0.60% | 0.79% | 1.01% | Q3 2020 | Q3 2023 | 13 |
Acropolis Investment Management, LLC | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
CX Institutional | 9 | 4 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 13 |
Paloma Partners Management Co | 8 | 2 | 0.00% | 0.03% | 0.07% | Q3 2020 | Q1 2023 | 13 |
Bank Julius Baer & Co. Ltd, Zurich | 13 | 13 | 0.00% | 0.59% | 1.03% | Q3 2020 | Q3 2023 | 13 |
BRADLEY FOSTER & SARGENT INC/CT | 13 | 13 | 0.08% | 0.16% | 0.34% | Q3 2020 | Q3 2023 | 13 |
Sky Investment Group LLC | 13 | 13 | 0.08% | 0.10% | 0.14% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
HOWLAND CAPITAL MANAGEMENT LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q2 2023 | 13 |
Sequoia Financial Advisors, LLC | 8 | 5 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 13 |
BDO Wealth Advisors, LLC | 13 | 13 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q2 2023 | 13 |
St. Louis Trust Co | 13 | 13 | 0.05% | 0.07% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Mn Services Vermogensbeheer B.V. | 10 | 3 | 0.13% | 0.18% | 0.22% | Q2 2020 | Q3 2023 | 13 |
Aptus Capital Advisors, LLC | 13 | 13 | 0.01% | 0.04% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Fruth Investment Management | 13 | 13 | 0.09% | 0.10% | 0.12% | Q3 2020 | Q3 2023 | 13 |
FARMERS TRUST CO | 13 | 13 | 0.07% | 0.08% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Morningstar Investment Services LLC | 13 | 13 | 0.01% | 0.02% | 0.06% | Q2 2020 | Q2 2023 | 13 |
Pacific Center for Financial Services | 10 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
Harel Insurance Investments & Financial Services Ltd. | 11 | 2 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 13 |
SENTRY INVESTMENT MANAGEMENT LLC | 13 | 13 | 0.08% | 0.10% | 0.13% | Q3 2020 | Q3 2023 | 13 |
Traverso Chambers Private Wealth Management, LLC | 13 | 13 | 0.08% | 0.10% | 0.12% | Q3 2020 | Q3 2023 | 13 |
CENTAURUS FINANCIAL, INC. | 13 | 13 | 0.01% | 0.04% | 0.21% | Q3 2020 | Q3 2023 | 13 |
TimeScale Financial, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Global Retirement Partners, LLC | 7 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 13 |
FORVIS Wealth Advisors, LLC | 9 | 4 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 13 |
Monterey Private Wealth, Inc. | 13 | 13 | 0.18% | 0.22% | 0.26% | Q3 2020 | Q3 2023 | 13 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 8 | 5 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 13 |
ARGENT CAPITAL MANAGEMENT LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
SECURITY NATIONAL BANK OF SO DAK | 11 | 2 | 0.39% | 0.49% | 0.62% | Q2 2020 | Q3 2023 | 13 |
ATLAS CAPITAL ADVISORS LLC | 12 | 1 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 13 |
Vestmark Advisory Solutions, Inc. | 13 | 13 | 0.02% | 0.04% | 0.08% | Q2 2020 | Q2 2023 | 13 |
Vident Investment Advisory, LLC | 13 | 13 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q2 2023 | 13 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 13 | 13 | 0.06% | 4.24% | 53.62% | Q3 2020 | Q3 2023 | 13 |
Lombard Odier Asset Management (Switzerland) SA | 11 | 2 | 0.02% | 0.25% | 0.59% | Q2 2020 | Q3 2023 | 13 |
Ethic Inc. | 13 | 13 | 0.08% | 0.15% | 0.19% | Q3 2020 | Q3 2023 | 13 |
KG&L Capital Management,LLC | 13 | 13 | 0.13% | 0.17% | 0.23% | Q3 2020 | Q3 2023 | 13 |
Sargent Investment Group, LLC | 13 | 13 | 0.56% | 0.75% | 1.27% | Q3 2020 | Q3 2023 | 13 |
MERIDIAN INVESTMENT COUNSEL INC. | 13 | 13 | 0.10% | 0.12% | 0.15% | Q3 2020 | Q3 2023 | 13 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 13 | 13 | 0.08% | 0.09% | 0.11% | Q3 2020 | Q3 2023 | 13 |
River Wealth Advisors LLC | 13 | 13 | 0.08% | 0.11% | 0.14% | Q3 2020 | Q3 2023 | 13 |
COMERICA BANK | 11 | 2 | 0.00% | 0.07% | 0.11% | Q2 2020 | Q3 2023 | 13 |
9258 Wealth Management, LLC | 13 | 13 | 0.05% | 0.07% | 0.09% | Q3 2020 | Q3 2023 | 13 |
BANK OF MONTREAL /CAN/ | 11 | 2 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 13 |
AlphaMark Advisors, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2023 | 13 |
EVERENCE CAPITAL MANAGEMENT INC | 13 | 13 | 0.06% | 0.08% | 0.13% | Q3 2020 | Q3 2023 | 13 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 11 | 2 | 0.33% | 0.41% | 0.53% | Q2 2020 | Q3 2023 | 13 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 13 | 13 | 0.16% | 0.20% | 0.27% | Q3 2020 | Q3 2023 | 13 |
HANCOCK WHITNEY CORP | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Capital International Sarl | 13 | 13 | 0.08% | 0.79% | 1.46% | Q3 2020 | Q3 2023 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.02% | 0.08% | 0.22% | Q3 2020 | Q3 2023 | 13 |
Caprock Group, LLC | 13 | 13 | 0.05% | 0.06% | 0.09% | Q3 2020 | Q3 2023 | 13 |
GREAT VALLEY ADVISOR GROUP, INC. | 13 | 13 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Kistler-Tiffany Companies, LLC | 13 | 13 | 0.06% | 0.09% | 0.12% | Q2 2020 | Q2 2023 | 13 |
SAWGRASS ASSET MANAGEMENT LLC | 7 | 6 | 0.03% | 0.12% | 0.15% | Q2 2020 | Q3 2023 | 13 |
BerganKDV Wealth Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 13 |
Clean Yield Group | 10 | 3 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 13 |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 13 | 13 | 0.12% | 0.14% | 0.18% | Q3 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
EXENCIAL WEALTH ADVISORS, LLC | 8 | 5 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 13 |
Busey Bank | 13 | 13 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Gotham Asset Management, LLC | 7 | 6 | 0.01% | 0.09% | 0.22% | Q2 2020 | Q3 2023 | 13 |
Veritable, L.P. | 13 | 13 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q2 2023 | 13 |
TSFG, LLC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 13 |
Renaissance Technologies | 13 | 13 | 0.00% | 0.15% | 0.29% | Q2 2020 | Q2 2023 | 13 |
WESBANCO BANK INC | 11 | 2 | 0.09% | 0.11% | 0.13% | Q2 2020 | Q3 2023 | 13 |
First Command Bank | 13 | 13 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q2 2023 | 13 |
Virtue Capital Management, LLC | 8 | 5 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 13 |
Douglass Winthrop Advisors, LLC | 13 | 13 | 0.01% | 0.01% | 0.08% | Q3 2020 | Q3 2023 | 13 |
BOKF, NA | 9 | 4 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 13 |
Brendel Financial Advisors LLC | 13 | 13 | 0.35% | 0.69% | 1.19% | Q3 2020 | Q3 2023 | 13 |
TIAA, FSB | 13 | 13 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2023 | 13 |
WOODMONT INVESTMENT COUNSEL LLC | 13 | 13 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q3 2023 | 13 |
HARTFORD INVESTMENT MANAGEMENT CO | 13 | 13 | 0.08% | 0.10% | 0.13% | Q3 2020 | Q3 2023 | 13 |
SRS Capital Advisors, Inc. | 10 | 3 | 0.00% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 13 |
Berkshire Bank | 13 | 13 | 0.09% | 0.10% | 0.13% | Q3 2020 | Q3 2023 | 13 |
Laffer Tengler Investments, Inc. | 9 | 4 | 0.01% | 0.16% | 1.38% | Q2 2020 | Q3 2023 | 13 |
MCMILLION CAPITAL MANAGEMENT INC | 13 | 13 | 0.28% | 1.07% | 1.56% | Q2 2020 | Q2 2023 | 13 |
Northwest Bancshares, Inc. | 8 | 5 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q3 2023 | 13 |
Disciplined Investments, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 13 |
First National Bank of South Miami | 13 | 13 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q2 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.02% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Crewe Advisors LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q2 2023 | 13 |
First Command Financial Services, Inc. | 13 | 13 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q2 2023 | 13 |
First Bank & Trust | 9 | 4 | 0.03% | 0.07% | 0.11% | Q2 2020 | Q3 2023 | 13 |
Daiwa Securities Group Inc. | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
CAPITAL INTERNATIONAL LTD /CA/ | 13 | 13 | 0.11% | 1.09% | 1.64% | Q3 2020 | Q3 2023 | 13 |
Handelsbanken Fonder AB | 13 | 13 | 0.05% | 0.09% | 0.28% | Q3 2020 | Q3 2023 | 13 |
WINDWARD CAPITAL MANAGEMENT CO /CA | 12 | 1 | 0.41% | 0.62% | 0.86% | Q2 2020 | Q3 2023 | 13 |
Andra AP-fonden | 7 | 6 | 0.11% | 0.21% | 0.53% | Q2 2020 | Q3 2023 | 13 |
Checchi Capital Advisers, LLC | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
INVESTMENT ADVISORY SERVICES INC /TX /ADV | 10 | 3 | 0.23% | 0.30% | 0.40% | Q2 2020 | Q3 2023 | 13 |
Financial Advisory Group | 13 | 13 | 0.07% | 0.09% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Supplemental Annuity Collective Trust of NJ | 13 | 13 | 0.11% | 0.14% | 0.18% | Q3 2020 | Q3 2023 | 13 |
Freestone Capital Holdings, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
HALL LAURIE J TRUSTEE | 13 | 13 | 0.62% | 1.37% | 2.37% | Q3 2020 | Q3 2023 | 13 |
LOWE BROCKENBROUGH & CO INC | 12 | 1 | 0.02% | 0.04% | 0.21% | Q2 2020 | Q3 2023 | 13 |
HBK Sorce Advisory LLC | 13 | 13 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
MCF Advisors LLC | 7 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
ROBERTS GLORE & CO INC /IL/ | 13 | 13 | 0.25% | 0.30% | 0.34% | Q3 2020 | Q3 2023 | 13 |
Columbia Asset Management | 7 | 6 | 0.11% | 0.16% | 0.23% | Q2 2020 | Q3 2023 | 13 |
Covenant Asset Management, LLC | 12 | 12 | 0.06% | 0.08% | 0.09% | Q4 2020 | Q3 2023 | 12 |
SHELTON CAPITAL MANAGEMENT | 8 | 4 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 12 |
Point72 Asset Management, L.P. | 6 | 3 | 0.00% | 0.05% | 0.13% | Q1 2020 | Q1 2023 | 12 |
Lombard Odier Asset Management (Europe) Ltd | 10 | 2 | 0.01% | 0.96% | 1.66% | Q3 2020 | Q3 2023 | 12 |
Achmea Investment Management B.V. | 11 | 1 | 0.02% | 0.10% | 0.17% | Q2 2020 | Q3 2023 | 12 |
NATIXIS | 7 | 5 | 0.00% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 12 |
Capital World Investors | 12 | 12 | 0.10% | 0.56% | 0.88% | Q4 2020 | Q3 2023 | 12 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 12 | 12 | 0.67% | 0.82% | 1.01% | Q4 2020 | Q3 2023 | 12 |
BOOTHBAY FUND MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 12 |
Regal Wealth Group, Inc. | 8 | 4 | 0.14% | 0.17% | 0.22% | Q2 2020 | Q3 2023 | 12 |
SUN LIFE FINANCIAL INC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2023 | 12 |
TD Capital Management LLC | 7 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 12 |
FOUNDERS CAPITAL MANAGEMENT, LLC | 8 | 4 | 0.05% | 0.19% | 0.69% | Q2 2020 | Q3 2023 | 12 |
Clearstead Trust, LLC | 9 | 3 | 0.00% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 12 |
Key FInancial Inc | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Independence Bank of Kentucky | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 12 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 7 | 5 | 0.00% | 0.01% | 0.06% | Q2 2020 | Q2 2023 | 12 |
Arete Wealth Advisors, LLC | 12 | 12 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q1 2023 | 12 |
LCM Capital Management Inc | 12 | 12 | 0.22% | 0.25% | 0.28% | Q4 2020 | Q3 2023 | 12 |
Maryland State Retirement & Pension System | 12 | 12 | 0.07% | 0.10% | 0.20% | Q4 2020 | Q3 2023 | 12 |
GREENLEAF TRUST | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 12 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 12 | 12 | 0.17% | 0.24% | 0.34% | Q4 2020 | Q3 2023 | 12 |
1832 Asset Management L.P. | 7 | 2 | 0.00% | 0.02% | 0.11% | Q2 2020 | Q3 2023 | 12 |
MEEDER ASSET MANAGEMENT INC | 11 | 1 | 0.00% | 0.03% | 0.08% | Q1 2020 | Q3 2023 | 12 |
Boston Common Asset Management, LLC | 12 | 12 | 0.72% | 1.50% | 2.17% | Q4 2020 | Q3 2023 | 12 |
TCI Wealth Advisors, Inc. | 12 | 12 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q1 2023 | 12 |
Horan Securities, Inc. | 7 | 5 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q2 2023 | 12 |
Cambridge Advisors Inc. | 12 | 12 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Parsec Financial Management, Inc. | 12 | 12 | 0.03% | 0.04% | 0.16% | Q2 2020 | Q1 2023 | 12 |
CVA Family Office, LLC | 10 | 2 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 12 |
Kovack Advisors, Inc. | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
STRS OHIO | 9 | 3 | 0.00% | 0.02% | 0.07% | Q2 2020 | Q3 2023 | 12 |
New England Research & Management, Inc. | 12 | 12 | 0.54% | 0.80% | 1.22% | Q4 2020 | Q3 2023 | 12 |
Soltis Investment Advisors LLC | 12 | 12 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Fortis Advisors, LLC | 11 | 1 | 0.03% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 12 |
LAZARD ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 12 | 12 | 0.07% | 0.15% | 0.27% | Q4 2020 | Q3 2023 | 12 |
Valley Brook Capital Group, Inc. | 12 | 12 | 0.54% | 0.68% | 0.81% | Q4 2020 | Q3 2023 | 12 |
BECKER CAPITAL MANAGEMENT INC | 6 | 1 | 0.01% | 0.35% | 0.96% | Q2 2020 | Q3 2023 | 12 |
PATHSTONE FAMILY OFFICE, LLC | 9 | 3 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 12 |
ICW Investment Advisors LLC | 12 | 12 | 0.21% | 0.30% | 0.43% | Q4 2020 | Q3 2023 | 12 |
FORBES J M & CO LLP | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
AMERICAN CENTURY COMPANIES INC | 12 | 12 | 0.00% | 0.00% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Lazard Freres Gestion S.A.S. | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.01% | 0.08% | 0.51% | Q4 2020 | Q3 2023 | 12 |
EAGLE ASSET MANAGEMENT INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
Meridian Wealth Management, LLC | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Journey Advisory Group, LLC | 12 | 12 | 0.05% | 0.14% | 0.22% | Q4 2020 | Q3 2023 | 12 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 12 | 12 | 0.09% | 0.10% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Socorro Asset Management LP | 12 | 12 | 1.91% | 3.14% | 4.45% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Clear Harbor Asset Management, LLC | 8 | 4 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 12 |
Clarius Group, LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Providence Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
SCOUT INVESTMENTS, INC. | 12 | 12 | 0.16% | 0.58% | 1.01% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.00% | 0.00% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Ellevest, Inc. | 12 | 12 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q1 2023 | 12 |
Horizon Investments, LLC | 12 | 12 | 0.01% | 0.04% | 0.28% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.04% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 12 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 9 | 3 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 12 |
Wellington Shields Capital Management, LLC | 12 | 12 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 9 | 3 | 0.11% | 0.89% | 1.43% | Q2 2020 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Verition Fund Management LLC | 8 | 3 | 0.00% | 0.03% | 0.14% | Q4 2020 | Q3 2023 | 12 |
ROTHSCHILD INVESTMENT LLC /IL | 12 | 12 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 12 | 12 | 0.13% | 0.19% | 0.22% | Q2 2020 | Q1 2023 | 12 |
Integrated Wealth Concepts LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Venture Visionary Partners LLC | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.11% | 0.15% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Grantham, Mayo, Van Otterloo & Co. LLC | 12 | 12 | 0.08% | 0.18% | 0.25% | Q4 2020 | Q3 2023 | 12 |
MCDONALD PARTNERS LLC | 12 | 12 | 0.01% | 0.09% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Curated Wealth Partners LLC | 12 | 12 | 0.14% | 0.26% | 0.51% | Q4 2020 | Q3 2023 | 12 |
AVITY INVESTMENT MANAGEMENT INC. | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Belpointe Asset Management LLC | 12 | 12 | 0.01% | 0.03% | 0.09% | Q2 2020 | Q1 2023 | 12 |
LOGAN CAPITAL MANAGEMENT INC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.07% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Stonebridge Capital Advisors LLC | 11 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 12 |
NORTHEAST INVESTMENT MANAGEMENT | 8 | 4 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 12 |
Vanguard Personalized Indexing Management, LLC | 12 | 12 | 0.06% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Heritage Trust Co | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Cascade Investment Advisors, Inc. | 9 | 3 | 0.01% | 0.12% | 0.72% | Q2 2020 | Q3 2023 | 12 |
Bard Financial Services, Inc. | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Resonant Capital Advisors, LLC | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 12 | 12 | 0.10% | 0.26% | 0.33% | Q4 2020 | Q3 2023 | 12 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 12 | 12 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
WADE G W & INC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Cunning Capital Partners, LP | 11 | 11 | 0.87% | 1.25% | 3.49% | Q1 2021 | Q3 2023 | 11 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 11 | 11 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.01% | 0.02% | 0.08% | Q4 2020 | Q3 2023 | 11 |
Sageworth Trust Co | 11 | 11 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q1 2023 | 11 |
Rathbones Group PLC | 7 | 4 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 11 |
M Holdings Securities, Inc. | 6 | 5 | 0.13% | 0.21% | 0.33% | Q2 2020 | Q2 2023 | 11 |
CHOREO, LLC | 6 | 1 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 11 |
Investors Research Corp | 6 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 11 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 0.27% | 0.35% | 0.45% | Q2 2020 | Q4 2022 | 11 |
Sargent Bickham Lagudis LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2022 | 11 |
Gilman Hill Asset Management, LLC | 11 | 11 | 0.46% | 0.59% | 0.84% | Q1 2021 | Q3 2023 | 11 |
GAM Holding AG | 11 | 11 | 0.15% | 0.19% | 0.26% | Q1 2021 | Q3 2023 | 11 |
CoreFirst Bank & Trust | 7 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 11 | 11 | 0.03% | 0.15% | 0.30% | Q2 2020 | Q4 2022 | 11 |
Systematic Alpha Investments, LLC | 11 | 11 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.26% | 0.32% | 0.40% | Q1 2021 | Q3 2023 | 11 |
BANK OF THE WEST | 11 | 11 | 0.03% | 0.05% | 0.06% | Q2 2020 | Q4 2022 | 11 |
TRUSTCORE FINANCIAL SERVICES, LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q4 2022 | 11 |
AUA CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q4 2022 | 11 |
MARSHALL WACE, LLP | 6 | 5 | 0.01% | 0.04% | 0.11% | Q2 2020 | Q1 2023 | 11 |
Calamos Wealth Management LLC | 11 | 11 | 0.02% | 0.21% | 0.58% | Q1 2021 | Q3 2023 | 11 |
Siemens Fonds Invest GmbH | 9 | 2 | 0.03% | 0.05% | 0.12% | Q4 2020 | Q3 2023 | 11 |
DUPONT CAPITAL MANAGEMENT CORP | 11 | 11 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2022 | 11 |
MPS Loria Financial Planners, LLC | 8 | 3 | 0.05% | 0.08% | 0.11% | Q2 2020 | Q3 2023 | 11 |
Werlinich Asset Management, LLC | 11 | 11 | 0.43% | 0.50% | 0.60% | Q1 2021 | Q3 2023 | 11 |
Aspire Private Capital, LLC | 11 | 11 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Freedom Investment Management, Inc. | 11 | 11 | 0.15% | 0.24% | 0.32% | Q1 2021 | Q3 2023 | 11 |
Bradley & Co. Private Wealth Management, LLC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
NORGES BANK | 11 | 11 | 0.06% | 0.07% | 0.09% | Q2 2020 | Q4 2022 | 11 |
Truvestments Capital LLC | 6 | 5 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.03% | 0.05% | 0.05% | Q4 2020 | Q3 2023 | 11 |
TIEDEMANN ADVISORS, LLC | 9 | 2 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 11 |
PHILADELPHIA TRUST CO | 11 | 11 | 0.03% | 0.84% | 1.71% | Q1 2021 | Q3 2023 | 11 |
Founders Financial Alliance, LLC | 7 | 4 | 0.10% | 0.12% | 0.14% | Q3 2020 | Q3 2023 | 11 |
AMERICAN NATIONAL BANK | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Rafferty Asset Management, LLC | 6 | 5 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
GREAT LAKES ADVISORS, LLC | 11 | 11 | 0.00% | 0.10% | 0.42% | Q1 2021 | Q3 2023 | 11 |
Cullen Capital Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
LEVEL FOUR ADVISORY SERVICES, LLC | 8 | 3 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 11 |
ING GROEP NV | 11 | 11 | 0.00% | 0.04% | 0.06% | Q3 2020 | Q1 2023 | 11 |
Orion Portfolio Solutions, LLC | 10 | 1 | 0.01% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 11 |
GOFEN & GLOSSBERG LLC /IL/ | 11 | 11 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q4 2022 | 11 |
FIRST FOUNDATION ADVISORS | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Heritage Wealth Advisors | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Close Asset Management Ltd | 11 | 11 | 0.16% | 0.22% | 0.28% | Q1 2021 | Q3 2023 | 11 |
CAPITAL MANAGEMENT CORP /VA | 11 | 11 | 0.95% | 1.45% | 2.00% | Q1 2021 | Q3 2023 | 11 |
BOENNING & SCATTERGOOD, INC. | 11 | 11 | 0.06% | 0.09% | 0.13% | Q2 2020 | Q4 2022 | 11 |
EXCHANGE TRADED CONCEPTS, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q4 2023 | 11 |
SEEYOND | 11 | 11 | 0.01% | 0.06% | 0.25% | Q2 2020 | Q4 2022 | 11 |
Keeley-Teton Advisors, LLC | 11 | 11 | 0.05% | 0.06% | 0.07% | Q3 2020 | Q1 2023 | 11 |
Burleson & Company, LLC | 11 | 11 | 0.05% | 0.06% | 0.08% | Q2 2020 | Q4 2022 | 11 |
Leverage Partners Absolute Return Fund SPC | 11 | 11 | 0.80% | 1.85% | 4.82% | Q4 2020 | Q2 2023 | 11 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 11 | 11 | 0.71% | 1.41% | 1.91% | Q4 2020 | Q2 2023 | 11 |
Jefferies Group LLC | 4 | 1 | 0.00% | 0.03% | 0.12% | Q2 2020 | Q3 2022 | 11 |
Simplicity Solutions, LLC | 10 | 1 | 0.00% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 11 |
EagleClaw Capital Managment, LLC | 11 | 11 | 0.09% | 0.17% | 0.22% | Q2 2020 | Q4 2022 | 11 |
MONETA GROUP INVESTMENT ADVISORS LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.08% | 0.10% | 0.12% | Q2 2020 | Q4 2022 | 11 |
Core Alternative Capital | 8 | 3 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 11 |
Prospera Financial Services Inc | 9 | 2 | 0.02% | 0.03% | 0.08% | Q3 2020 | Q3 2023 | 11 |
Veritas Investment Partners (UK) Ltd. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Cribstone Capital Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2022 | 11 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 7 | 4 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 11 |
AIA Group Ltd | 9 | 2 | 0.01% | 0.08% | 0.23% | Q4 2020 | Q3 2023 | 11 |
Atlantic Union Bankshares Corp | 9 | 2 | 0.02% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 11 |
Global Wealth Management Investment Advisory, Inc. | 9 | 2 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 11 |
Norway Savings Bank | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2022 | 11 |
LVW Advisors, LLC | 6 | 5 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 11 |
Twin Tree Management, LP | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 11 |
Waratah Capital Advisors Ltd. | 11 | 11 | 0.03% | 0.29% | 0.56% | Q1 2021 | Q3 2023 | 11 |
Compagnie Lombard Odier SCmA | 7 | 3 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 10 |
DOWLING & YAHNKE LLC | 10 | 10 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q3 2022 | 10 |
Schonfeld Strategic Advisors LLC | 5 | 1 | 0.00% | 0.09% | 0.24% | Q2 2020 | Q3 2023 | 10 |
NFJ INVESTMENT GROUP, LLC | 10 | 10 | 0.22% | 0.27% | 0.32% | Q1 2021 | Q2 2023 | 10 |
Hudock, Inc. | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2022 | 10 |
Employees Retirement System of Texas | 10 | 10 | 0.05% | 0.13% | 0.22% | Q2 2020 | Q3 2022 | 10 |
Aureus Asset Management, LLC | 10 | 10 | 0.06% | 0.10% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Atria Investments, Inc | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Syverson Strege & Co | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
BENNICAS & ASSOCIATES, INC. | 10 | 10 | 0.15% | 0.19% | 0.23% | Q3 2020 | Q4 2022 | 10 |
Walleye Capital LLC | 2 | 2 | 0.01% | 0.03% | 0.15% | Q3 2020 | Q3 2023 | 10 |
American Portfolios Advisors | 10 | 10 | 0.02% | 0.03% | 0.08% | Q2 2020 | Q3 2022 | 10 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 4 | 2 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 10 |
Covington Capital Management | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2022 | 10 |
BENJAMIN EDWARDS INC | 10 | 10 | 0.25% | 0.39% | 0.78% | Q2 2021 | Q3 2023 | 10 |
Verdence Capital Advisors LLC | 10 | 10 | 0.04% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 10 |
McClarren Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Aldebaran Financial Inc. | 10 | 10 | 0.22% | 0.39% | 0.51% | Q3 2020 | Q4 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.03% | 0.07% | 0.11% | Q2 2021 | Q3 2023 | 10 |
Moisand Fitzgerald Tamayo, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 10 |
MUFG Americas Holdings Corp | 10 | 10 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q3 2022 | 10 |
Johnson Financial Group, Inc. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
ROCKLAND TRUST CO | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.06% | 0.10% | 0.17% | Q2 2021 | Q3 2023 | 10 |
LAKE STREET ADVISORS GROUP, LLC | 10 | 10 | 0.02% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 10 |
WINTRUST INVESTMENTS LLC | 6 | 1 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.03% | 0.06% | 0.09% | Q4 2020 | Q1 2023 | 10 |
Waldron Private Wealth LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Cornerstone Wealth Management, LLC | 7 | 3 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q3 2023 | 10 |
WINTON GROUP Ltd | 10 | 10 | 0.03% | 0.10% | 0.21% | Q2 2020 | Q3 2022 | 10 |
BTR CAPITAL MANAGEMENT INC | 10 | 10 | 0.04% | 0.07% | 0.09% | Q2 2020 | Q3 2022 | 10 |
Harvest Fund Management Co., Ltd | 6 | 4 | 0.00% | 0.02% | 0.06% | Q3 2020 | Q3 2023 | 10 |
Mascoma Wealth Management LLC | 9 | 1 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 10 |
MBM Wealth Consultants, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
REGENTATLANTIC CAPITAL LLC | 10 | 10 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2022 | 10 |
TOWNSQUARE CAPITAL LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
ROOSEVELT INVESTMENT GROUP LLC | 10 | 10 | 0.74% | 1.20% | 1.45% | Q2 2020 | Q3 2022 | 10 |
Ellis Investment Partners, LLC | 10 | 10 | 0.01% | 0.13% | 0.32% | Q2 2020 | Q3 2022 | 10 |
Assenagon Asset Management S.A. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
STOCK YARDS BANK & TRUST CO | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
DELTA FINANCIAL ADVISORS LLC | 10 | 10 | 0.52% | 0.63% | 0.76% | Q2 2021 | Q3 2023 | 10 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 10 | 10 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2022 | 10 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 7 | 3 | 0.01% | 0.08% | 0.19% | Q2 2020 | Q1 2023 | 10 |
Thomas J. Herzfeld Advisors, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Arkadios Wealth Advisors | 7 | 3 | 0.01% | 0.07% | 0.21% | Q2 2020 | Q3 2023 | 10 |
PITTENGER & ANDERSON INC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.03% | 0.04% | 0.06% | Q2 2010 | Q3 2023 | 10 |
EATON VANCE MANAGEMENT | 10 | 10 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q3 2022 | 10 |
PARK AVENUE SECURITIES LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Engineers Gate Manager LP | 6 | 1 | 0.01% | 0.13% | 0.43% | Q2 2020 | Q3 2023 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 10 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 10 | 10 | 0.03% | 0.18% | 0.44% | Q4 2020 | Q1 2023 | 10 |
CHURCHILL MANAGEMENT Corp | 10 | 10 | 0.12% | 0.13% | 0.15% | Q2 2021 | Q3 2023 | 10 |
Brown Advisory Securities, LLC | 10 | 10 | 0.12% | 0.27% | 0.52% | Q1 2020 | Q2 2022 | 10 |
Claro Advisors LLC | 6 | 4 | 0.07% | 0.10% | 0.12% | Q4 2020 | Q3 2023 | 10 |
CFO4Life Group, LLC | 10 | 10 | 0.05% | 0.09% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Twin Lakes Capital Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
DAVIDSON TRUST CO | 7 | 3 | 0.19% | 0.20% | 0.23% | Q3 2020 | Q3 2023 | 10 |
ACADIAN ASSET MANAGEMENT LLC | 6 | 4 | 0.00% | 0.01% | 0.06% | Q2 2020 | Q1 2023 | 10 |
Van Hulzen Asset Management, LLC | 8 | 2 | 0.07% | 0.10% | 0.14% | Q4 2020 | Q3 2023 | 10 |
NorthRock Partners, LLC | 6 | 4 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 10 |
TrinityPoint Wealth, LLC | 10 | 10 | 0.09% | 0.13% | 0.16% | Q2 2021 | Q3 2023 | 10 |
Tidal Investments LLC | 7 | 3 | 0.02% | 0.10% | 0.18% | Q1 2021 | Q3 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Ten Capital Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Souders Financial Advisors | 10 | 10 | 0.65% | 0.81% | 0.95% | Q2 2021 | Q3 2023 | 10 |
Corient Capital Partners, LLC | 10 | 10 | 0.03% | 0.06% | 0.07% | Q2 2020 | Q3 2022 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Raub Brock Capital Management LP | 10 | 10 | 3.19% | 3.98% | 4.84% | Q2 2021 | Q3 2023 | 10 |
Financial Gravity Asset Management, Inc. | 10 | 10 | 0.00% | 0.09% | 0.32% | Q2 2021 | Q3 2023 | 10 |
Selective Wealth Management, Inc. | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2022 | 10 |
Sunbelt Securities, Inc. | 10 | 10 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 10 |
American Research & Management Co. | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2022 | 10 |
L & S Advisors Inc | 8 | 1 | 0.06% | 0.36% | 0.63% | Q2 2020 | Q3 2023 | 10 |
Regent Investment Management LLC | 10 | 10 | 0.08% | 0.09% | 0.10% | Q3 2020 | Q4 2022 | 10 |
Redpoint Investment Management Pty Ltd | 10 | 10 | 0.05% | 0.08% | 0.11% | Q2 2020 | Q3 2022 | 10 |
Advisors Asset Management, Inc. | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2022 | 10 |
Clear Perspectives Financial Planning, LLC | 10 | 10 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q1 2023 | 10 |
HOWE & RUSLING INC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2022 | 10 |
WILEN INVESTMENT MANAGEMENT CORP. | 10 | 10 | 0.68% | 0.83% | 0.94% | Q2 2020 | Q3 2022 | 10 |
IAG Wealth Partners, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 10 |
COMERICA SECURITIES,INC. | 10 | 10 | 0.38% | 0.48% | 0.63% | Q2 2021 | Q3 2023 | 10 |
CI INVESTMENTS INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Mayflower Financial Advisors, LLC | 8 | 1 | 0.03% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 9 |
SOUTHPORT MANAGEMENT, L.L.C. | 9 | 9 | 3.79% | 4.58% | 5.66% | Q4 2020 | Q4 2022 | 9 |
JB Capital LLC | 9 | 9 | 0.21% | 0.26% | 0.40% | Q3 2021 | Q3 2023 | 9 |
CHICAGO TRUST Co NA | 8 | 1 | 0.05% | 0.07% | 0.11% | Q2 2021 | Q3 2023 | 9 |
NOMURA HOLDINGS INC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q1 2022 | 9 |
VAN ECK ASSOCIATES CORP | 5 | 4 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 9 |
Edge Capital Group, LLC | 7 | 2 | 0.02% | 0.21% | 0.64% | Q2 2020 | Q2 2023 | 9 |
Cypress Capital Group | 6 | 1 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 9 |
Surevest, LLC | 9 | 9 | 0.06% | 0.08% | 0.10% | Q3 2020 | Q3 2022 | 9 |
COMPTON CAPITAL MANAGEMENT INC /RI | 9 | 9 | 0.11% | 0.17% | 0.22% | Q2 2020 | Q2 2022 | 9 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 9 | 9 | 0.03% | 0.07% | 0.10% | Q2 2020 | Q2 2022 | 9 |
Interval Partners, LP | 6 | 1 | 0.06% | 0.19% | 0.50% | Q3 2020 | Q3 2023 | 9 |
MEITAV INVESTMENT HOUSE LTD | 9 | 9 | 0.26% | 0.45% | 0.66% | Q3 2021 | Q3 2023 | 9 |
Old North State Trust, LLC | 6 | 3 | 0.03% | 0.05% | 0.07% | Q3 2020 | Q1 2023 | 9 |
PGGM Investments | 5 | 4 | 0.01% | 0.06% | 0.12% | Q4 2020 | Q3 2023 | 9 |
HAP Trading, LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q1 2022 | 9 |
Thomasville National Bank | 4 | 1 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 9 |
Huber Capital Management LLC | 9 | 9 | 0.03% | 0.73% | 1.30% | Q1 2021 | Q1 2023 | 9 |
Qube Research & Technologies Ltd | 7 | 2 | 0.02% | 0.07% | 0.24% | Q3 2020 | Q1 2023 | 9 |
Vectors Research Management, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q2 2022 | 9 |
Citizens Business Bank | 9 | 9 | 0.06% | 0.14% | 0.20% | Q2 2020 | Q2 2022 | 9 |
CREDIT AGRICOLE S A | 6 | 1 | 0.00% | 0.09% | 0.19% | Q3 2020 | Q3 2023 | 9 |
Wealthspire Advisors, LLC | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 9 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.01% | 0.04% | 0.21% | Q2 2020 | Q1 2023 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.04% | 0.06% | 0.10% | Q2 2021 | Q3 2023 | 9 |
CPWM, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2022 | 9 |
TFG Advisers LLC | 9 | 9 | 0.11% | 0.13% | 0.18% | Q3 2021 | Q3 2023 | 9 |
Riverview Trust Co | 7 | 2 | 0.02% | 0.05% | 0.09% | Q2 2020 | Q3 2023 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 0.49% | 0.65% | 0.98% | Q3 2021 | Q3 2023 | 9 |
Eudaimonia Partners, LLC | 6 | 1 | 0.04% | 0.08% | 0.15% | Q2 2020 | Q3 2023 | 9 |
TWO SIGMA SECURITIES, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 9 |
Sterling Investment Advisors, Ltd. | 9 | 9 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q2 2022 | 9 |
1834 INVESTMENT ADVISORS CO | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2022 | 9 |
SlateStone Wealth, LLC | 9 | 9 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q4 2022 | 9 |
GAMBLE JONES INVESTMENT COUNSEL | 8 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2022 | 9 |
D'Orazio & Associates, Inc. | 8 | 1 | 0.05% | 0.06% | 0.06% | Q2 2020 | Q3 2023 | 9 |
Private Capital Group, LLC | 9 | 9 | 0.05% | 0.10% | 0.14% | Q2 2020 | Q2 2022 | 9 |
ADVISOR PARTNERS LLC | 9 | 9 | 0.09% | 0.12% | 0.14% | Q2 2020 | Q2 2022 | 9 |
Montis Financial, LLC | 6 | 3 | 0.15% | 0.19% | 0.22% | Q4 2020 | Q3 2023 | 9 |
ROPES WEALTH ADVISORS LLC | 7 | 2 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 9 |
Dynamic Advisor Solutions LLC | 5 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 9 |
Chicago Partners Investment Group LLC | 7 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 9 |
TRUE Private Wealth Advisors | 9 | 9 | 0.08% | 0.11% | 0.13% | Q2 2020 | Q2 2022 | 9 |
Charter Oak Capital Management, LLC | 7 | 2 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 9 |
State of Wyoming | 9 | 9 | 0.03% | 0.06% | 0.14% | Q2 2021 | Q2 2023 | 9 |
Members Trust Co | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 9 |
Kore Private Wealth LLC | 8 | 1 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2022 | 9 |
Ascension Asset Management LLC | 4 | 1 | 0.36% | 0.42% | 0.48% | Q3 2020 | Q2 2023 | 9 |
HHM Wealth Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2022 | 9 |
Atlas Private Wealth Management, LLC | 4 | 2 | 0.00% | 0.09% | 0.14% | Q2 2020 | Q3 2023 | 9 |
EXANE DERIVATIVES | 9 | 9 | 0.00% | 0.08% | 0.31% | Q2 2020 | Q2 2022 | 9 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2022 | 9 |
FIRST CITIZENS BANK & TRUST CO | 6 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
InTrack Investment Management Inc | 6 | 1 | 0.15% | 0.39% | 0.83% | Q4 2020 | Q4 2023 | 9 |
SEVEN EIGHT CAPITAL, LP | 4 | 1 | 0.07% | 0.38% | 0.80% | Q2 2020 | Q2 2023 | 9 |
Aveo Capital Partners, LLC | 5 | 4 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 9 |
Frontier Wealth Management LLC | 9 | 9 | 0.01% | 0.04% | 0.05% | Q2 2020 | Q2 2022 | 9 |
AdvisorShares Investments LLC | 9 | 9 | 0.16% | 0.44% | 0.93% | Q3 2021 | Q3 2023 | 9 |
Signature Wealth Management Partners, LLC | 6 | 3 | 0.18% | 0.21% | 0.22% | Q4 2020 | Q3 2023 | 9 |
CENTRAL BANK & TRUST CO | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
BREWIN DOLPHIN LTD | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2022 | 9 |
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 9 | 9 | 0.36% | 0.52% | 0.97% | Q3 2021 | Q3 2023 | 9 |
Rheos Capital Works Inc. | 9 | 9 | 0.69% | 1.01% | 1.41% | Q1 2021 | Q1 2023 | 9 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
FIL Ltd | 5 | 1 | 0.00% | 0.02% | 0.14% | Q3 2020 | Q3 2023 | 8 |
Symphony Financial, Ltd. Co. | 8 | 8 | 0.16% | 0.26% | 0.36% | Q3 2021 | Q2 2023 | 8 |
Silicon Valley Capital Partners | 4 | 4 | 0.00% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 8 |
Fractal Investments LLC | 8 | 8 | 0.18% | 0.24% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.07% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Western Wealth Management, LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.08% | 0.15% | 0.26% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Orion Capital Management LLC | 7 | 1 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.06% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Boit C F David | 5 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 8 |
Wealthcare Advisory Partners LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 8 |
Sovereign Financial Group, Inc. | 8 | 8 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Kerntke Otto McGlone Wealth Management Group | 4 | 1 | 0.11% | 0.23% | 0.36% | Q4 2020 | Q3 2023 | 8 |
Notis-McConarty Edward | 8 | 8 | 0.07% | 0.09% | 0.12% | Q2 2020 | Q1 2022 | 8 |
M&G INVESTMENT MANAGEMENT LTD | 8 | 8 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q2 2022 | 8 |
Liberty Capital Management, Inc. | 8 | 8 | 0.27% | 0.30% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Guardian Wealth Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
PRUDENTIAL PLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Riverview Capital Advisers, LLC | 8 | 8 | 0.45% | 1.38% | 2.52% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
People's United Financial, Inc. | 8 | 8 | 0.03% | 0.05% | 0.07% | Q2 2020 | Q1 2022 | 8 |
Bedel Financial Consulting, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 8 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 5 | 3 | 0.47% | 0.88% | 1.09% | Q4 2020 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Perkins Coie Trust Co | 6 | 1 | 0.00% | 0.04% | 0.11% | Q2 2020 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.02% | 0.05% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Realta Investment Advisors | 8 | 8 | 0.04% | 0.09% | 0.11% | Q2 2020 | Q1 2022 | 8 |
Tarbox Family Office, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
IBM Retirement Fund | 8 | 8 | 0.06% | 0.09% | 0.10% | Q2 2020 | Q1 2022 | 8 |
Varma Mutual Pension Insurance Co | 6 | 2 | 0.13% | 0.19% | 0.32% | Q4 2020 | Q4 2022 | 8 |
Barnett & Company, Inc. | 4 | 2 | 0.01% | 0.15% | 0.48% | Q2 2020 | Q3 2023 | 8 |
IFG Advisory, LLC | 8 | 8 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q1 2022 | 8 |
Sierra Capital LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
TWINBEECH CAPITAL LP | 3 | 1 | 0.03% | 0.31% | 1.04% | Q3 2020 | Q3 2023 | 8 |
AHL INVESTMENT MANAGEMENT, INC. | 8 | 8 | 0.57% | 0.79% | 0.95% | Q4 2021 | Q3 2023 | 8 |
Wealthstreet Investment Advisors, LLC | 8 | 8 | 0.01% | 0.04% | 0.06% | Q2 2020 | Q1 2022 | 8 |
Stonebridge Financial Planning Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
CRAWFORD INVESTMENT COUNSEL INC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 8 |
Private Ocean, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
Barrett Asset Management, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q1 2022 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
PALLADIUM PARTNERS LLC | 8 | 8 | 0.06% | 0.07% | 0.07% | Q2 2020 | Q1 2022 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.07% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.06% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
HighPoint Advisor Group LLC | 7 | 1 | 0.05% | 0.08% | 0.14% | Q1 2020 | Q2 2022 | 8 |
Graves Light Lenhart Wealth, Inc. | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 8 |
NN Investment Partners Holdings N.V. | 6 | 2 | 0.00% | 0.06% | 0.12% | Q1 2020 | Q1 2022 | 8 |
Alyeska Investment Group, L.P. | 8 | 8 | 0.00% | 0.46% | 1.01% | Q4 2020 | Q3 2022 | 8 |
ATTICUS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Altium Wealth Management LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q2 2022 | 8 |
MACKAY SHIELDS LLC | 8 | 8 | 0.02% | 0.06% | 0.09% | Q2 2020 | Q1 2022 | 8 |
Tradewinds Capital Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.03% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 8 |
MAIRS & POWER INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 8 |
NICHOLS & PRATT ADVISERS LLP /MA | 8 | 8 | 0.02% | 0.09% | 0.27% | Q2 2020 | Q1 2022 | 8 |
United American Securities Inc. (d/b/a UAS Asset Management) | 8 | 8 | 0.12% | 0.26% | 0.34% | Q2 2020 | Q1 2022 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Aevitas Wealth Management, Inc. | 7 | 1 | 0.13% | 0.18% | 0.22% | Q3 2020 | Q4 2022 | 8 |
Level Financial Advisors, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.04% | 0.08% | Q3 2021 | Q3 2023 | 8 |
Sandbar Asset Management LLP | 8 | 8 | 0.35% | 1.50% | 4.12% | Q1 2020 | Q4 2021 | 8 |
Citizens National Bank Trust Department | 8 | 8 | 0.03% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Y-Intercept (Hong Kong) Ltd | 4 | 2 | 0.05% | 0.23% | 0.49% | Q1 2021 | Q3 2023 | 8 |
Railway Pension Investments Ltd | 6 | 2 | 0.01% | 0.25% | 0.55% | Q2 2020 | Q4 2022 | 8 |
Gemmer Asset Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 8 |
Roble, Belko & Company, Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
Radnor Capital Management, LLC | 4 | 4 | 0.05% | 0.07% | 0.14% | Q2 2021 | Q3 2023 | 8 |
Legend Financial Advisors, Inc. | 5 | 3 | 0.02% | 0.27% | 0.73% | Q3 2021 | Q3 2023 | 8 |
BAXTER BROS INC | 7 | 1 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 8 |
Ironwood Wealth Management, LLC. | 8 | 8 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q3 2022 | 8 |
American National Registered Investment Advisor, Inc. | 8 | 8 | 0.10% | 0.14% | 0.17% | Q2 2020 | Q1 2022 | 8 |
KRAEMATON INVESTMENT ADVISORS, INC | 8 | 8 | 1.00% | 1.17% | 1.43% | Q4 2021 | Q3 2023 | 8 |
PRING TURNER CAPITAL GROUP INC | 8 | 8 | 0.21% | 0.54% | 0.70% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 8 |
NAPLES GLOBAL ADVISORS, LLC | 5 | 3 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.09% | 0.10% | 0.19% | Q3 2021 | Q2 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.02% | 0.03% | 0.11% | Q4 2021 | Q3 2023 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Lenox Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 0.07% | 0.10% | 0.13% | Q4 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Lavaca Capital LLC | 4 | 4 | 0.12% | 0.14% | 0.18% | Q2 2021 | Q1 2022 | 8 |
BI Asset Management Fondsmaeglerselskab A/S | 7 | 1 | 0.02% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.01% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 8 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 8 | 8 | 0.04% | 0.07% | 0.10% | Q2 2020 | Q1 2022 | 8 |
GPS Wealth Strategies Group, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 8 |
Avestar Capital, LLC | 8 | 8 | 0.03% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Weiss Multi-Strategy Advisers LLC | 4 | 1 | 0.02% | 0.13% | 0.24% | Q2 2020 | Q1 2023 | 8 |
Quantum Private Wealth, LLC | 8 | 8 | 0.34% | 0.44% | 0.57% | Q4 2021 | Q3 2023 | 8 |
Azimuth Capital Management LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q1 2022 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Intelligent Financial Strategies | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Barden Capital Management, Inc. | 8 | 8 | 1.06% | 1.34% | 1.72% | Q4 2021 | Q3 2023 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.00% | 0.01% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Dynamic Technology Lab Private Ltd | 6 | 2 | 0.05% | 0.13% | 0.29% | Q4 2020 | Q1 2023 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
ACIMA PRIVATE WEALTH, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q1 2022 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Alterity Financial Group, LLC | 6 | 1 | 0.37% | 0.57% | 0.87% | Q1 2021 | Q3 2023 | 8 |
Sawyer & Company, Inc | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
AMERICAN NATIONAL INSURANCE CO | 8 | 8 | 0.12% | 0.17% | 0.22% | Q2 2020 | Q1 2022 | 8 |
Neo Ivy Capital Management | 4 | 1 | 0.01% | 0.43% | 0.84% | Q2 2020 | Q4 2022 | 8 |
Strategic Advisors LLC | 5 | 3 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
B. Riley Wealth Management, Inc. | 8 | 8 | 0.00% | 0.03% | 0.05% | Q3 2020 | Q2 2022 | 8 |
Connectus Wealth, LLC | 8 | 8 | 0.01% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Apollon Wealth Management, LLC | 5 | 1 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 8 |
Wahed Invest LLC | 8 | 8 | 0.19% | 0.23% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Truehand, Inc | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q4 2021 | 7 |
PUTNAM INVESTMENTS LLC | 5 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2023 | 7 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 1 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.01% | 0.03% | 0.08% | Q2 2020 | Q4 2021 | 7 |
Lincoln Capital LLC | 7 | 7 | 0.88% | 1.11% | 1.68% | Q1 2022 | Q3 2023 | 7 |
First Financial Bank - Trust Division | 7 | 7 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q1 2022 | 7 |
WBH ADVISORY INC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q1 2022 | 7 |
CLEAR STREET MARKETS LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.04% | 0.06% | 0.06% | Q2 2020 | Q4 2021 | 7 |
DENALI ADVISORS LLC | 6 | 1 | 0.01% | 0.10% | 0.19% | Q2 2021 | Q3 2023 | 7 |
Winch Advisory Services, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
INVESTMENT HOUSE LLC | 5 | 2 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2023 | 7 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
MARCO INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
SIMPLEX TRADING, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Transamerica Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 7 |
SPINNAKER TRUST | 7 | 7 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q1 2022 | 7 |
TRH Financial, LLC | 7 | 7 | 0.13% | 1.43% | 2.18% | Q4 2020 | Q2 2022 | 7 |
Bridgewater Associates | 6 | 1 | 0.01% | 0.10% | 0.19% | Q3 2020 | Q2 2022 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
MRJ CAPITAL INC | 7 | 7 | 0.18% | 0.23% | 0.34% | Q2 2020 | Q4 2021 | 7 |
Empowered Funds, LLC | 5 | 2 | 0.06% | 0.14% | 0.33% | Q4 2020 | Q3 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q2 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 7 |
Cinctive Capital Management LP | 3 | 1 | 0.13% | 0.36% | 0.80% | Q2 2020 | Q1 2023 | 7 |
Rodgers Brothers Inc. | 4 | 3 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 7 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 1 | 0.04% | 0.06% | 0.20% | Q4 2021 | Q3 2023 | 7 |
PSI Advisors, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
WMS Partners, LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q4 2021 | 7 |
Mandatum Life Insurance Co Ltd | 5 | 2 | 0.05% | 0.33% | 1.05% | Q4 2021 | Q3 2023 | 7 |
Clean Energy Transition LLP | 7 | 7 | 1.76% | 10.82% | 19.71% | Q4 2021 | Q2 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q4 2021 | 7 |
Country Club Trust Company, n.a. | 7 | 7 | 0.04% | 0.06% | 0.09% | Q2 2020 | Q4 2021 | 7 |
Kessler Investment Group, LLC | 4 | 3 | 0.01% | 1.93% | 3.22% | Q2 2020 | Q3 2022 | 7 |
Impax Asset Management Group plc | 7 | 7 | 0.01% | 0.08% | 0.55% | Q1 2022 | Q3 2023 | 7 |
Tennessee Valley Asset Management Partners | 3 | 2 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 7 |
LMCG INVESTMENTS, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 5 | 2 | 0.04% | 0.09% | 0.18% | Q2 2020 | Q3 2022 | 7 |
SHIKIAR ASSET MANAGEMENT INC | 6 | 1 | 0.20% | 0.48% | 0.84% | Q2 2021 | Q1 2023 | 7 |
PEDDOCK CAPITAL ADVISORS, LLC | 3 | 1 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q3 2023 | 7 |
Grove Bank & Trust | 4 | 3 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.06% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Balentine LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 7 |
GRANDFIELD & DODD, LLC | 4 | 3 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 7 |
Haverford Trust Co | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2022 | 7 |
UNITED BANK | 7 | 7 | 0.03% | 0.05% | 0.06% | Q3 2020 | Q1 2022 | 7 |
OAKMONT Corp | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Athena Investment Management | 7 | 7 | 0.19% | 0.22% | 0.26% | Q1 2022 | Q3 2023 | 7 |
Aberdeen Wealth Management LLC | 4 | 3 | 0.14% | 0.17% | 0.22% | Q2 2021 | Q3 2023 | 7 |
Security National Bank | 7 | 7 | 0.06% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
LOOMIS SAYLES & CO L P | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.00% | 0.12% | 0.18% | Q4 2020 | Q2 2022 | 7 |
Artisan Partners Limited Partnership | 5 | 2 | 0.01% | 0.05% | 0.08% | Q3 2020 | Q1 2023 | 7 |
Matthew Goff Investment Advisor, LLC | 7 | 7 | 0.05% | 0.34% | 0.43% | Q2 2020 | Q4 2021 | 7 |
Capital Advisory Group Advisory Services, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 7 |
ASSOCIATED BANC-CORP | 4 | 3 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q1 2022 | 7 |
Heritage Way Advisors, LLC | 7 | 7 | 0.13% | 0.18% | 0.22% | Q2 2020 | Q4 2021 | 7 |
MOORE CAPITAL MANAGEMENT, LP | 5 | 1 | 0.05% | 0.22% | 0.39% | Q2 2020 | Q1 2023 | 7 |
MARKSTON INTERNATIONAL LLC | 7 | 7 | 0.22% | 0.27% | 0.40% | Q2 2020 | Q4 2021 | 7 |
LIBERTY WEALTH MANAGEMENT LLC | 6 | 1 | 0.02% | 0.04% | 0.09% | Q2 2020 | Q2 2023 | 7 |
Graham Capital Management, L.P. | 6 | 1 | 0.01% | 0.32% | 0.55% | Q4 2021 | Q3 2023 | 7 |
FIRST QUADRANT LLC/CA | 7 | 7 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q4 2021 | 7 |
Newman Dignan & Sheerar, Inc. | 4 | 3 | 0.04% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 7 |
THAMES CAPITAL MANAGEMENT LLC | 7 | 7 | 1.95% | 2.45% | 2.97% | Q3 2020 | Q1 2022 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Trexquant Investment LP | 4 | 1 | 0.11% | 0.20% | 0.33% | Q4 2020 | Q4 2022 | 7 |
BARCLAYS PLC | 7 | 7 | 0.01% | 0.04% | 0.09% | Q1 2022 | Q3 2023 | 7 |
L2 Asset Management, LLC | 5 | 2 | 0.10% | 0.53% | 1.06% | Q4 2020 | Q3 2023 | 7 |
First Western Trust Bank | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Carroll Financial Associates, Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q4 2021 | 7 |
Bank of New Hampshire | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Point72 Middle East FZE | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 7 |
FRED ALGER MANAGEMENT, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 7 |
CSM Advisors, LLC | 7 | 7 | 0.17% | 0.22% | 0.36% | Q1 2021 | Q3 2022 | 7 |
Formidable Asset Management, LLC | 5 | 2 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q3 2023 | 7 |
Center For Asset Management LLC | 7 | 7 | 0.20% | 0.25% | 0.34% | Q1 2022 | Q3 2023 | 7 |
SIMON QUICK ADVISORS, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 7 |
Pinnacle Wealth Planning Services, Inc. | 4 | 1 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 7 |
Steward Financial Group LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
XXEC, Inc. | 7 | 7 | 1.26% | 1.42% | 1.70% | Q3 2020 | Q1 2022 | 7 |
WAFRA INC. | 7 | 7 | 0.58% | 1.42% | 2.46% | Q2 2020 | Q4 2021 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
LANSDOWNE PARTNERS (UK) LLP | 6 | 6 | 3.17% | 4.58% | 7.02% | Q2 2020 | Q3 2021 | 6 |
Electron Capital Partners, LLC | 6 | 6 | 2.36% | 2.75% | 3.06% | Q4 2020 | Q1 2022 | 6 |
AMP Capital Investors Ltd | 6 | 6 | 0.04% | 0.08% | 0.10% | Q2 2020 | Q3 2021 | 6 |
Horrell Capital Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
OSSIAM | 5 | 1 | 0.00% | 0.03% | 0.13% | Q1 2022 | Q3 2023 | 6 |
Brookstone Capital Management | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 6 |
Berman Capital Advisors, LLC | 6 | 6 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q3 2021 | 6 |
Mission Creek Capital Partners, Inc. | 6 | 6 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q1 2022 | 6 |
Laurel Wealth Advisors, Inc. | 3 | 1 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q4 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q3 2023 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.06% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
MIROVA | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 6 |
Joseph P. Lucia & Associates, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 6 |
Firestone Capital Management | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Sonora Investment Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Mercer Capital Advisers, Inc. | 6 | 6 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q3 2021 | 6 |
EP Wealth Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Proficio Capital Partners LLC | 4 | 2 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 6 |
BRIGHTON JONES LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 6 |
Ballentine Partners, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 6 |
MARSHALL WACE ASIA Ltd | 6 | 6 | 1.15% | 1.68% | 2.11% | Q2 2020 | Q3 2021 | 6 |
FDx Advisors, Inc. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Echo Street Capital Management LLC | 2 | 1 | 0.00% | 0.02% | 0.11% | Q1 2021 | Q2 2023 | 6 |
Ferris Capital, LLC | 3 | 3 | 0.08% | 0.10% | 0.11% | Q3 2020 | Q1 2022 | 6 |
Prime Capital Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 6 |
Whitegate Investment Counselors, Inc. | 6 | 6 | 0.06% | 0.10% | 0.12% | Q2 2020 | Q3 2021 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Wellington Shields & Co., LLC | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Hudson Bay Capital Management LP | 2 | 1 | 0.02% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 6 |
Ranch Capital Advisors Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
BSW Wealth Partners | 5 | 1 | 0.06% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 6 |
Maven Securities LTD | 4 | 4 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q2 2022 | 6 |
Blueshift Asset Management, LLC | 4 | 2 | 0.03% | 0.10% | 0.21% | Q3 2021 | Q1 2023 | 6 |
Bangor Savings Bank | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Evolution Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
World Asset Management Inc | 6 | 6 | 0.08% | 0.10% | 0.12% | Q2 2020 | Q3 2021 | 6 |
Pavion Blue Capital, LLC | 3 | 3 | 0.12% | 0.13% | 0.13% | Q2 2021 | Q3 2023 | 6 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.03% | 0.05% | Q3 2020 | Q4 2022 | 6 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 6 |
Wagner Wealth Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 6 |
Industrial Alliance Investment Management Inc. | 6 | 6 | 0.76% | 0.97% | 1.25% | Q4 2021 | Q1 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.03% | 0.06% | 0.14% | Q2 2022 | Q3 2023 | 6 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.10% | 0.19% | 0.25% | Q2 2022 | Q3 2023 | 6 |
Fulcrum Asset Management LLP | 5 | 1 | 0.11% | 0.64% | 0.97% | Q3 2020 | Q1 2022 | 6 |
Arden Trust Co | 6 | 6 | 0.04% | 0.07% | 0.09% | Q2 2020 | Q3 2021 | 6 |
Bayesian Capital Management, LP | 4 | 1 | 0.04% | 0.08% | 0.11% | Q2 2020 | Q2 2023 | 6 |
SECURITY NATIONAL TRUST CO | 6 | 6 | 0.03% | 0.07% | 0.15% | Q2 2020 | Q3 2021 | 6 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 6 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Endowment Wealth Management, Inc. | 4 | 2 | 0.23% | 0.24% | 0.26% | Q4 2021 | Q3 2023 | 6 |
REILLY FINANCIAL ADVISORS, LLC | 5 | 1 | 1.17% | 1.35% | 1.51% | Q2 2020 | Q4 2021 | 6 |
GSB Wealth Management, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q3 2023 | 6 |
Sageworth Trust Co of South Dakota | 6 | 6 | 0.21% | 0.30% | 0.59% | Q4 2021 | Q1 2023 | 6 |
JBF Capital, Inc. | 5 | 1 | 0.02% | 0.05% | 0.06% | Q3 2020 | Q1 2022 | 6 |
Fernwood Investment Management, LLC | 4 | 2 | 0.07% | 0.08% | 0.08% | Q1 2021 | Q3 2023 | 6 |
Czech National Bank | 6 | 6 | 0.10% | 0.11% | 0.13% | Q3 2022 | Q4 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
NorthCoast Asset Management LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2021 | 6 |
Filbrandt Wealth Management, LLC | 6 | 6 | 0.03% | 0.05% | 0.06% | Q2 2020 | Q3 2021 | 6 |
JUPITER ASSET MANAGEMENT LTD | 6 | 6 | 0.01% | 0.04% | 0.20% | Q3 2020 | Q4 2021 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q1 2022 | 6 |
Professional Financial Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
AXS Investments LLC | 6 | 6 | 0.31% | 0.35% | 0.38% | Q2 2022 | Q3 2023 | 6 |
Investors Financial Group, LLC | 6 | 6 | 0.37% | 0.52% | 0.61% | Q3 2020 | Q4 2021 | 6 |
Equitable Holdings, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 6 |
Holloway Wealth Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2022 | 6 |
CSS LLC/IL | 4 | 4 | 0.00% | 0.02% | 0.02% | Q2 2020 | Q1 2021 | 6 |
K.J. Harrison & Partners Inc | 3 | 3 | 0.20% | 0.42% | 0.54% | Q2 2020 | Q4 2021 | 6 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 6 | 6 | 0.43% | 1.03% | 1.31% | Q4 2020 | Q1 2022 | 6 |
HUTCHINSON CAPITAL MANAGEMENT/CA | 6 | 6 | 0.06% | 0.09% | 0.11% | Q2 2020 | Q3 2021 | 6 |
LGT Group Foundation | 4 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Hilltop Holdings Inc. | 4 | 2 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 6 |
BALYASNY ASSET MANAGEMENT L.P. | 3 | 1 | 0.00% | 0.28% | 0.76% | Q3 2020 | Q3 2023 | 6 |
SHEETS SMITH WEALTH MANAGEMENT | 5 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 6 |
MADISON WEALTH MANAGEMENT | 6 | 6 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q4 2021 | 6 |
OUTFITTER FINANCIAL LLC | 6 | 6 | 0.20% | 0.39% | 0.59% | Q4 2020 | Q1 2022 | 6 |
Vigilant Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
BREITER CAPITAL MANAGEMENT INC | 6 | 6 | 0.72% | 0.92% | 1.38% | Q4 2020 | Q1 2022 | 6 |
Wedmont Private Capital | 6 | 6 | 0.05% | 0.08% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Veracity Capital LLC | 6 | 6 | 0.35% | 0.59% | 0.72% | Q3 2020 | Q4 2021 | 6 |
BOK Financial Private Wealth, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
OSTERWEIS CAPITAL MANAGEMENT INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
NEXT Financial Group, Inc | 6 | 6 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q4 2021 | 6 |
Advisory Alpha, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 6 |
BALASA DINVERNO & FOLTZ LLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q1 2022 | 6 |
DSAM Partners (London) Ltd | 6 | 6 | 1.96% | 5.46% | 8.95% | Q2 2020 | Q3 2021 | 6 |
Laurion Capital Management LP | 4 | 1 | 0.01% | 0.91% | 1.47% | Q2 2020 | Q1 2022 | 5 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2021 | 5 |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 5 | 5 | 0.19% | 0.22% | 0.28% | Q4 2021 | Q4 2022 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Pegasus Asset Management, Inc. | 5 | 5 | 1.52% | 1.74% | 2.01% | Q3 2022 | Q3 2023 | 5 |
GW&K Investment Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 5 |
Savior LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.09% | 0.10% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Parcion Private Wealth LLC | 3 | 1 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 5 |
KELLEHER FINANCIAL ADVISORS | 4 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q3 2021 | 5 |
Intrinsic Edge Capital Management LLC | 5 | 5 | 0.12% | 0.37% | 0.66% | Q3 2020 | Q3 2021 | 5 |
Riverwater Partners LLC | 3 | 2 | 0.34% | 0.42% | 0.54% | Q4 2021 | Q4 2023 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.16% | 0.19% | 0.20% | Q3 2022 | Q3 2023 | 5 |
Qtron Investments LLC | 4 | 1 | 0.07% | 0.14% | 0.20% | Q3 2020 | Q3 2023 | 5 |
Red Tortoise LLC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 5 |
Douglas Lane & Associates, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 5 |
FORT, L.P. | 5 | 5 | 0.09% | 0.21% | 0.29% | Q2 2021 | Q2 2022 | 5 |
NEW ENGLAND ASSET MANAGEMENT INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 5 |
General Partner, Inc. | 5 | 5 | 0.22% | 0.25% | 0.29% | Q4 2022 | Q4 2023 | 5 |
Quantinno Capital Management LP | 4 | 1 | 0.02% | 0.04% | 0.09% | Q1 2022 | Q3 2023 | 5 |
Standard Family Office LLC | 3 | 2 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2022 | 5 |
Leucadia National | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 5 |
Tower View Wealth Management LLC | 5 | 5 | 1.45% | 1.74% | 2.16% | Q3 2022 | Q3 2023 | 5 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.04% | 0.34% | 1.24% | Q3 2021 | Q2 2023 | 5 |
Avion Wealth | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 5 |
Elmwood Wealth Management, Inc. | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q4 2021 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.17% | 0.21% | 0.25% | Q4 2022 | Q4 2023 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Triasima Portfolio Management inc. | 5 | 5 | 0.11% | 0.12% | 0.14% | Q4 2020 | Q4 2021 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.04% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 5 |
AlphaCrest Capital Management LLC | 5 | 5 | 0.04% | 0.07% | 0.16% | Q3 2021 | Q3 2022 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Arlington Partners LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 5 |
USCA RIA LLC | 5 | 5 | 0.01% | 0.04% | 0.05% | Q2 2020 | Q2 2021 | 5 |
Teza Capital Management LLC | 2 | 1 | 0.04% | 0.39% | 0.85% | Q1 2021 | Q3 2023 | 5 |
Dorsey Wright & Associates | 5 | 5 | 0.06% | 0.90% | 1.29% | Q4 2020 | Q4 2021 | 5 |
TELEMUS CAPITAL, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Independent Wealth Network Inc. | 3 | 2 | 0.12% | 0.13% | 0.14% | Q3 2021 | Q3 2023 | 5 |
Pearl River Capital, LLC | 2 | 1 | 0.07% | 0.32% | 0.52% | Q4 2020 | Q4 2022 | 5 |
HANSEATIC MANAGEMENT SERVICES INC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q4 2021 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 5 |
DB Wealth Management Group, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2021 | 5 |
Princeton Global Asset Management LLC | 3 | 2 | 0.00% | 0.03% | 0.10% | Q2 2020 | Q3 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 5 |
PICTET ASSET MANAGEMENT LTD | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2021 | 5 |
Zurich Insurance Group Ltd/FI | 4 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2023 | 5 |
Appian Way Asset Management LP | 2 | 1 | 0.38% | 2.11% | 3.31% | Q3 2021 | Q3 2023 | 5 |
HALL CAPITAL MANAGEMENT CO INC | 3 | 2 | 0.12% | 0.13% | 0.15% | Q2 2021 | Q3 2023 | 5 |
Caption Management, LLC | 5 | 5 | 0.06% | 0.16% | 0.34% | Q2 2020 | Q2 2021 | 5 |
Integrated Advisors Network LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 5 |
Sciencast Management LP | 2 | 1 | 0.05% | 0.49% | 0.94% | Q4 2020 | Q2 2023 | 5 |
Shilanski & Associates, Inc. | 5 | 5 | 0.54% | 0.58% | 0.63% | Q4 2020 | Q4 2021 | 5 |
True Link Financial Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
FORA Capital, LLC | 4 | 1 | 0.13% | 0.31% | 0.50% | Q4 2020 | Q4 2022 | 5 |
U.S. Capital Wealth Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 5 |
CONGRESS ASSET MANAGEMENT CO /MA | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 5 |
Great Diamond Partners, LLC | 3 | 2 | 0.06% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 5 |
Madison Avenue Partners, LP | 5 | 5 | 0.52% | 9.53% | 17.20% | Q2 2020 | Q2 2021 | 5 |
WEST BANCORPORATION INC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2022 | 5 |
US FINANCIAL ADVISORS, LLC | 3 | 2 | 0.09% | 0.10% | 0.11% | Q2 2021 | Q3 2023 | 5 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q1 2023 | 5 |
QS Investors, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 5 |
Segment Wealth Management, LLC | 5 | 5 | 0.75% | 0.84% | 0.94% | Q3 2022 | Q3 2023 | 5 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.05% | 0.08% | Q2 2020 | Q1 2022 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.00% | 0.01% | 0.05% | Q4 2021 | Q4 2022 | 5 |
WASHINGTON TRUST BANK | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q3 2022 | 5 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
BP PLC | 5 | 5 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q2 2021 | 5 |
BANK OF HAWAII | 5 | 5 | 0.01% | 0.03% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Redhawk Wealth Advisors, Inc. | 3 | 2 | 0.04% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 5 |
WHALEROCK POINT PARTNERS, LLC | 4 | 1 | 0.08% | 0.10% | 0.13% | Q2 2020 | Q4 2021 | 5 |
Brinker Capital Investments, LLC | 5 | 5 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q4 2022 | 5 |
Clearview Wealth Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Trust Co | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2021 | 5 |
Lee Financial Co | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 5 |
PIN OAK INVESTMENT ADVISORS INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 5 |
Angeles Investment Advisors, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Versor Investments LP | 2 | 1 | 0.01% | 0.03% | 0.07% | Q3 2021 | Q2 2023 | 4 |
Pure Financial Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q4 2023 | 4 |
Perennial Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2021 | 4 |
LMR Partners LLP | 3 | 1 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q2 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q3 2021 | 4 |
N.E.W. Advisory Services LLC | 4 | 4 | 0.09% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Core Wealth Partners LLC | 4 | 4 | 0.23% | 0.34% | 0.64% | Q4 2022 | Q3 2023 | 4 |
AQR Arbitrage LLC | 4 | 4 | 0.07% | 0.14% | 0.22% | Q2 2020 | Q1 2021 | 4 |
STRATEGIC CAPITAL ADVISERS, INC. | 4 | 4 | 1.25% | 1.35% | 1.42% | Q3 2021 | Q2 2022 | 4 |
PineStone Asset Management Inc. | 4 | 4 | 2.58% | 2.79% | 3.11% | Q4 2022 | Q3 2023 | 4 |
Intercontinental Wealth Advisors, LLC | 4 | 4 | 0.24% | 0.34% | 0.41% | Q2 2020 | Q1 2021 | 4 |
Freedom Day Solutions, LLC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Waterford Advisors, LLC | 4 | 4 | 0.32% | 0.35% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Retirement Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Gratus Capital, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.01% | 0.04% | 0.11% | Q3 2022 | Q3 2023 | 4 |
NORTH AMERICAN MANAGEMENT CORP | 4 | 4 | 0.68% | 1.73% | 2.35% | Q2 2020 | Q1 2021 | 4 |
Stratos Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
ADIRONDACK RETIREMENT SPECIALISTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
Brandywine Global Investment Management, LLC | 3 | 1 | 0.03% | 0.13% | 0.17% | Q1 2021 | Q1 2023 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Meridian Wealth Partners, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q1 2021 | 4 |
Woodline Partners LP | 4 | 4 | 0.02% | 0.31% | 0.47% | Q2 2022 | Q1 2023 | 4 |
DUBUQUE BANK & TRUST CO | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Garden State Investment Advisory Services LLC | 4 | 4 | 0.12% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
LEVIN CAPITAL STRATEGIES, L.P. | 2 | 1 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q4 2021 | 4 |
PCJ Investment Counsel Ltd. | 3 | 1 | 0.35% | 0.63% | 0.92% | Q2 2020 | Q2 2021 | 4 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.00% | 0.17% | 0.37% | Q4 2020 | Q3 2023 | 4 |
DCM Advisors, LLC | 3 | 1 | 0.14% | 0.15% | 0.17% | Q4 2020 | Q1 2022 | 4 |
Carolina Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Southpoint Capital Advisors LP | 4 | 4 | 6.50% | 7.47% | 8.34% | Q2 2020 | Q1 2021 | 4 |
Grace Capital | 4 | 4 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q1 2021 | 4 |
Tevis Investment Management | 4 | 4 | 0.08% | 0.09% | 0.11% | Q4 2021 | Q3 2022 | 4 |
Portland Hill Asset Management Ltd | 4 | 4 | 0.09% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q1 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Capital Group Investment Management Pte. Ltd. | 4 | 4 | 1.00% | 1.10% | 1.28% | Q4 2022 | Q3 2023 | 4 |
EVERGREEN CAPITAL MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Quadrature Capital Ltd | 3 | 1 | 0.01% | 0.08% | 0.21% | Q4 2020 | Q2 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 4 | 0.48% | 0.59% | 0.74% | Q2 2020 | Q1 2021 | 4 |
Voya Financial Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
LS Investment Advisors, LLC | 4 | 4 | 0.04% | 0.31% | 0.45% | Q2 2020 | Q1 2021 | 4 |
Blue Chip Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 4 |
EQUITABLE TRUST CO | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 4 |
Rikoon Group, LLC | 4 | 4 | 0.07% | 0.10% | 0.11% | Q2 2020 | Q1 2021 | 4 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2 | 2 | 0.02% | 0.12% | 0.25% | Q3 2021 | Q3 2023 | 4 |
Marquette Asset Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 4 |
Creative Capital Management Investments LLC | 4 | 4 | 0.02% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Davide Leone & Partners Investment Co Ltd. | 4 | 4 | 4.88% | 7.71% | 10.47% | Q2 2020 | Q1 2021 | 4 |
Cipher Capital LP | 3 | 1 | 0.28% | 0.31% | 0.37% | Q3 2020 | Q4 2022 | 4 |
BBVA USA Bancshares, Inc. | 4 | 4 | 0.18% | 0.24% | 0.26% | Q2 2020 | Q1 2021 | 4 |
DOVER ADVISORS, LLC | 4 | 4 | 0.49% | 0.52% | 0.61% | Q4 2022 | Q3 2023 | 4 |
Auto-Owners Insurance Co | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
CSat Investment Advisory, L.P. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q1 2021 | 4 |
HARBOUR INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.18% | 0.27% | 0.34% | Q2 2020 | Q1 2021 | 4 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
Westchester Capital Management, LLC | 1 | 1 | 0.02% | 0.13% | 0.20% | Q2 2020 | Q3 2023 | 4 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2021 | 4 |
IAT REINSURANCE CO LTD. | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q1 2021 | 4 |
NWAM LLC | 4 | 4 | 0.08% | 0.28% | 0.45% | Q4 2022 | Q3 2023 | 4 |
Ironwood Financial, llc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Polar Capital Holdings Plc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 4 | 4 | 0.11% | 0.12% | 0.15% | Q2 2020 | Q1 2021 | 4 |
AMUNDI ASSET MANAGEMENT US, INC. | 4 | 4 | 0.12% | 0.15% | 0.16% | Q2 2020 | Q1 2021 | 4 |
Seelaus Asset Management LLC | 4 | 4 | 0.28% | 0.50% | 0.61% | Q1 2021 | Q4 2021 | 4 |
Lloyd Advisory Services, LLC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.26% | 0.36% | Q4 2022 | Q3 2023 | 4 |
New Hampshire Trust | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Brookfield Asset Management | 2 | 2 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q2 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Minot Wealth Management LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q1 2022 | 4 |
Aquila Investment Management LLC | 4 | 4 | 0.61% | 0.76% | 1.15% | Q4 2021 | Q3 2022 | 4 |
OCCUDO QUANTITATIVE STRATEGIES LP | 2 | 1 | 0.07% | 0.27% | 0.50% | Q4 2020 | Q1 2022 | 4 |
MAVERICK CAPITAL LTD | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 4 |
Private Wealth Advisors, Inc. | 4 | 4 | 0.18% | 0.21% | 0.25% | Q1 2020 | Q4 2020 | 4 |
Centiva Capital, LP | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.16% | 0.18% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Unison Advisors LLC | 4 | 4 | 0.08% | 0.09% | 0.09% | Q2 2020 | Q1 2021 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Kingfisher Capital LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Leelyn Smith, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Advisor Resource Council | 3 | 1 | 0.07% | 0.25% | 0.34% | Q2 2021 | Q2 2022 | 4 |
GHP Investment Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Warther Private Wealth, LLC | 4 | 4 | 0.63% | 0.86% | 1.03% | Q2 2021 | Q1 2022 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
IHT Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 4 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 4 | 4 | 0.02% | 0.15% | 0.33% | Q3 2022 | Q2 2023 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.01% | 0.05% | 0.06% | Q1 2021 | Q2 2022 | 4 |
Lighthouse Investment Partners, LLC | 3 | 1 | 0.13% | 0.46% | 1.04% | Q1 2022 | Q1 2023 | 4 |
Kinneret Advisory, LLC | 4 | 4 | 0.12% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Jump Financial, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q4 2022 | 4 |
MANCHESTER FINANCIAL INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Robertson Stephens Wealth Management, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 4 |
MU Investments Co., Ltd. | 4 | 4 | 4.12% | 4.59% | 5.38% | Q4 2022 | Q3 2023 | 4 |
Lakewood Asset Management LLC | 4 | 4 | 0.89% | 1.06% | 1.26% | Q4 2022 | Q3 2023 | 4 |
Bellwether Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 4 |
Trellis Wealth Advisors LLC | 4 | 4 | 0.48% | 0.51% | 0.54% | Q4 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.02% | 0.10% | 0.18% | Q4 2022 | Q3 2023 | 4 |
TWIN CAPITAL MANAGEMENT INC | 3 | 1 | 0.04% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 4 | 4 | 0.49% | 0.53% | 0.57% | Q1 2023 | Q4 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 4 |
MATHER GROUP, LLC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Ergoteles LLC | 2 | 2 | 0.01% | 0.05% | 0.09% | Q3 2020 | Q3 2022 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Fidelis Capital Partners, LLC | 4 | 4 | 0.13% | 0.16% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Nachman Norwood & Parrott, Inc | 4 | 4 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q2 2021 | 4 |
BARINGS LLC | 4 | 4 | 0.01% | 0.06% | 0.14% | Q3 2020 | Q2 2021 | 4 |
Carmignac Gestion | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 4 |
ADE, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Andrew Hill Investment Advisors, Inc. | 4 | 4 | 2.44% | 3.34% | 4.59% | Q4 2021 | Q3 2022 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Homrich & Berg | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Western Pacific Wealth Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Estate Counselors, LLC | 3 | 3 | 0.18% | 0.19% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Phoenix Holdings Ltd. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Alberta Investment Management Corp | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Park Place Capital Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.00% | 0.06% | 0.09% | Q1 2023 | Q3 2023 | 3 |
BANQUE PICTET & CIE SA | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 3 |
Enlightenment Research, LLC | 1 | 1 | 0.29% | 0.38% | 0.51% | Q1 2021 | Q1 2022 | 3 |
EDGAR LOMAX CO/VA | 3 | 3 | 0.20% | 0.24% | 0.27% | Q2 2020 | Q4 2020 | 3 |
NTB Financial Corp | 3 | 3 | 0.21% | 0.23% | 0.24% | Q4 2021 | Q2 2022 | 3 |
Valmark Advisers, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 3 |
Capitolis Advisors LLC | 3 | 3 | 0.01% | 0.04% | 0.09% | Q4 2020 | Q2 2021 | 3 |
Artemis Investment Management LLP | 2 | 1 | 0.01% | 0.08% | 0.14% | Q4 2020 | Q3 2023 | 3 |
Pinnacle Wealth Management Advisory Group, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
PLATINUM INVESTMENT MANAGEMENT LTD | 3 | 3 | 1.40% | 1.76% | 1.97% | Q2 2020 | Q4 2020 | 3 |
Sanctuary Wealth Management, L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q2 2023 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Oxler Private Wealth LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 3 |
Burt Wealth Advisors | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 3 |
Ritter Daniher Financial Advisory LLC / DE | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
SUMMIT FINANCIAL GROUP, INC. | 2 | 1 | 0.07% | 0.09% | 0.11% | Q2 2020 | Q4 2021 | 3 |
Eos Management, L.P. | 3 | 3 | 0.06% | 0.17% | 0.35% | Q2 2020 | Q4 2020 | 3 |
ZACKS INVESTMENT MANAGEMENT | 3 | 3 | 0.00% | 0.05% | 0.10% | Q2 2021 | Q4 2021 | 3 |
CreativeOne Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
WestEnd Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 3 | 3 | 0.60% | 0.72% | 0.87% | Q2 2020 | Q4 2020 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Magellan Asset Management Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
RFP Financial Group LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Union Heritage Capital, LLC | 3 | 3 | 0.13% | 0.14% | 0.15% | Q1 2021 | Q3 2021 | 3 |
NORTHSTAR ASSET MANAGEMENT LLC | 1 | 1 | 0.05% | 0.08% | 0.13% | Q2 2020 | Q3 2023 | 3 |
VESTOR CAPITAL, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 3 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2021 | 3 |
Grosvenor Holdings, L.L.C. | 3 | 3 | 1.60% | 3.09% | 4.70% | Q2 2020 | Q4 2020 | 3 |
Fullerton Fund Management Co Ltd. | 3 | 3 | 0.47% | 0.77% | 0.99% | Q1 2023 | Q3 2023 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.05% | 0.07% | 0.08% | Q3 2021 | Q1 2023 | 3 |
Cordant, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 3 |
FSC Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Banco Santander, S.A. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 3 |
Texas Yale Capital Corp. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Sowa Financial Group, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 3 |
GROUP ONE TRADING, L.P. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 3 |
FULTON BANK, N.A. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2023 | 3 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q1 2021 | 3 |
Oak Thistle LLC | 2 | 1 | 0.28% | 0.49% | 0.67% | Q4 2021 | Q4 2022 | 3 |
Laidlaw Wealth Management LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q4 2021 | 3 |
VALLEY WEALTH MANAGERS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Kiwi Wealth Investments Limited Partnership | 3 | 3 | 0.10% | 0.24% | 0.31% | Q4 2022 | Q2 2023 | 3 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q4 2021 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CARILLON TOWER ADVISERS, INC. | 3 | 3 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q4 2020 | 3 |
Main Street Financial Solutions, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q4 2021 | 3 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Cadence Bank | 2 | 1 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q4 2021 | 3 |
Theleme Partners LLP | 3 | 3 | 4.09% | 5.50% | 6.92% | Q3 2020 | Q1 2021 | 3 |
Pendal Group Ltd | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 3 |
W.G. Shaheen & Associates DBA Whitney & Co | 2 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 3 |
London & Capital Asset Management Ltd | 3 | 3 | 0.04% | 0.11% | 0.24% | Q3 2020 | Q1 2021 | 3 |
Twelve Points Wealth Management LLC | 1 | 1 | 0.14% | 0.15% | 0.16% | Q4 2021 | Q3 2023 | 3 |
Prentice Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Virtus Investment Advisers, Inc. | 3 | 3 | 0.16% | 0.17% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Summit Wealth Group, LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q1 2023 | 3 |
Aperio Group, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q4 2020 | 3 |
Myriad Asset Management Ltd. | 3 | 3 | 0.28% | 0.48% | 0.73% | Q2 2021 | Q4 2021 | 3 |
Van Leeuwen & Company, LLC | 3 | 3 | 0.40% | 0.58% | 0.68% | Q2 2021 | Q4 2021 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
FOSTER DYKEMA CABOT & CO INC/MA | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
TCF National Bank | 3 | 3 | 0.11% | 0.20% | 0.25% | Q3 2020 | Q1 2021 | 3 |
Aries Wealth Management | 2 | 1 | 0.08% | 0.09% | 0.09% | Q3 2021 | Q3 2023 | 3 |
XTX Topco Ltd | 3 | 3 | 0.25% | 0.27% | 0.30% | Q1 2022 | Q3 2022 | 3 |
HUSSMAN STRATEGIC ADVISORS, INC. | 2 | 1 | 0.11% | 0.13% | 0.16% | Q2 2021 | Q2 2023 | 3 |
ALTRINSIC GLOBAL ADVISORS LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 3 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 1 | 0.08% | 0.11% | 0.12% | Q3 2022 | Q3 2023 | 3 |
Wescott Financial Advisory Group, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2023 | Q3 2023 | 3 |
Financial Enhancement Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Modera Wealth Management, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 3 |
Ashburton (Jersey) Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Sullivan, Bruyette, Speros & Blaney, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.17% | 0.23% | 0.26% | Q2 2021 | Q4 2022 | 3 |
Connor, Clark & Lunn Investment Management Ltd. | 3 | 3 | 0.01% | 0.04% | 0.07% | Q1 2022 | Q3 2022 | 3 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
OVERSEA-CHINESE BANKING Corp Ltd | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.04% | 0.12% | Q4 2022 | Q3 2023 | 3 |
Northeast Financial Consultants Inc | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 3 |
C2C Wealth Management, LLC | 3 | 3 | 0.17% | 0.18% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Davis Investment Partners, LLC | 3 | 3 | 0.39% | 0.41% | 0.45% | Q4 2022 | Q2 2023 | 3 |
Bridgewater Advisors Inc. | 3 | 3 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q4 2021 | 3 |
SignalPoint Asset Management, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q1 2022 | 3 |
MASON STREET ADVISORS, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q4 2020 | 3 |
OPSEU Pension Plan Trust Fund | 3 | 3 | 0.15% | 0.16% | 0.17% | Q3 2021 | Q1 2022 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
TODD ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 3 |
Waverly Advisors, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 3 |
Quilter Plc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
ALPS ADVISORS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Boston Partners | 3 | 3 | 0.00% | 0.06% | 0.17% | Q2 2020 | Q4 2020 | 3 |
MD Financial Management Inc. | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q4 2021 | 3 |
Legacy Trust | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Banco de Sabadell, S.A | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q1 2021 | 3 |
Cassaday & Co Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
SteelPeak Wealth, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Byrne Asset Management LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Ramsay, Stattman, Vela & Price, Inc. | 3 | 3 | 0.17% | 0.27% | 0.36% | Q2 2020 | Q4 2020 | 3 |
LAKE STREET FINANCIAL LLC | 3 | 3 | 0.05% | 0.08% | 0.11% | Q4 2021 | Q2 2022 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
HCR Wealth Advisors | 2 | 1 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 3 |
COWA, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 3 |
One River Asset Management, LLC | 1 | 1 | 0.03% | 0.12% | 0.32% | Q4 2022 | Q4 2022 | 3 |
Bay Harbor Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Fiduciary Planning LLC | 3 | 3 | 0.00% | 0.04% | 0.06% | Q3 2020 | Q1 2021 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 3 |
PETTYJOHN, WOOD & WHITE, INC | 3 | 3 | 0.05% | 0.07% | 0.11% | Q1 2023 | Q3 2023 | 3 |
V-Square Quantitative Management LLC | 3 | 3 | 0.19% | 0.23% | 0.28% | Q1 2023 | Q3 2023 | 3 |
West Family Investments, Inc. | 3 | 3 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q4 2021 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.03% | 0.06% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Winslow, Evans & Crocker, Inc. | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q4 2020 | 3 |
EQUITEC PROPRIETARY MARKETS, LLC | 2 | 1 | 0.00% | 0.06% | 0.13% | Q3 2020 | Q4 2021 | 3 |
Foundations Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Gyon Technologies Capital Management, LP | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2022 | Q3 2022 | 2 |
Reynolds Investment Management, Inc. | 2 | 2 | 0.24% | 0.24% | 0.25% | Q1 2022 | Q2 2022 | 2 |
RFG Advisory, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
FSA Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 2 |
RMR Wealth Builders | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
KINGS POINT CAPITAL MANAGEMENT | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Pensionfund DSM Netherlands | 2 | 2 | 0.08% | 0.09% | 0.09% | Q3 2021 | Q4 2021 | 2 |
Avidian Wealth Solutions, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Barbara Oil Co. | 2 | 2 | 0.10% | 0.12% | 0.13% | Q2 2020 | Q3 2020 | 2 |
LifePlan Financial Group, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Campbell & CO Investment Adviser LLC | 2 | 2 | 0.12% | 0.20% | 0.29% | Q2 2023 | Q3 2023 | 2 |
Certified Advisory Corp | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2021 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
KLINGENSTEIN FIELDS & CO LP | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Blume Capital Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Custos Family Office, LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q1 2023 | 2 |
Holocene Advisors, LP | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
P SCHOENFELD ASSET MANAGEMENT LP | 2 | 2 | 0.83% | 1.30% | 1.76% | Q2 2020 | Q3 2020 | 2 |
ProVise Management Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 2 |
INVENIO WEALTH PARTNERS LLC | 2 | 2 | 0.21% | 0.25% | 0.28% | Q2 2023 | Q3 2023 | 2 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 2 |
Advisor OS, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Rampart Investment Management Company, LLC | 2 | 2 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q3 2020 | 2 |
Ceredex Value Advisors LLC | 2 | 2 | 0.57% | 0.84% | 1.12% | Q3 2020 | Q4 2020 | 2 |
FIRST MIDWEST BANK TRUST DIVISION | 1 | 1 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q4 2021 | 2 |
FIDUCIARY MANAGEMENT INC /WI/ | 2 | 2 | 2.21% | 2.30% | 2.38% | Q2 2023 | Q3 2023 | 2 |
Tilt Investment Management Holdings, PBC | 2 | 2 | 0.15% | 0.16% | 0.18% | Q2 2023 | Q3 2023 | 2 |
ENGINE NO. 1 LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2021 | Q4 2021 | 2 |
Tacita Capital Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Cable Hill Partners, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q4 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Global Trust Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 2 | 2 | 0.07% | 0.12% | 0.16% | Q4 2020 | Q1 2021 | 2 |
Aspen Investment Management Inc | 2 | 2 | 0.24% | 0.25% | 0.27% | Q2 2023 | Q3 2023 | 2 |
Magnetar Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 2 |
LEUTHOLD GROUP, LLC | 2 | 2 | 0.50% | 0.53% | 0.57% | Q3 2020 | Q4 2020 | 2 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 2 |
FRANKLIN STREET ADVISORS INC /NC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Concentric Capital Strategies, LP | 1 | 1 | 0.30% | 0.40% | 0.50% | Q2 2022 | Q1 2023 | 2 |
NORTHSTAR WEALTH PARTNERS LLC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q2 2020 | Q3 2020 | 2 |
WHITENER CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.13% | 0.17% | 0.21% | Q2 2020 | Q3 2020 | 2 |
PARADIGM ASSET MANAGEMENT CO LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2020 | Q3 2020 | 2 |
Knuff & Co LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
FACTORY MUTUAL INSURANCE CO | 2 | 2 | 0.21% | 0.24% | 0.27% | Q2 2020 | Q3 2020 | 2 |
Abacus Wealth Partners, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q4 2021 | 2 |
LFA - Lugano Financial Advisors SA | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
BECK CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.18% | 0.19% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q1 2022 | 2 |
First International Bank & Trust | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q1 2022 | 2 |
FIRST MERCHANTS CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Venturi Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
National Mutual Insurance Federation of Agricultural Cooperatives | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
Capstone Financial Group, Inc. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2020 | Q3 2020 | 2 |
AJO, LP | 2 | 2 | 0.21% | 0.29% | 0.36% | Q3 2020 | Q4 2020 | 2 |
AlphaCore Capital LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
CORNERCAP INVESTMENT COUNSEL INC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q3 2020 | 2 |
10-15 ASSOCIATES, INC. | 2 | 2 | 0.56% | 0.61% | 0.66% | Q2 2020 | Q3 2020 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 2 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 2 |
Fortune Financial Advisors, LLC | 2 | 2 | 0.26% | 0.27% | 0.29% | Q2 2023 | Q3 2023 | 2 |
AMF Tjanstepension AB | 2 | 2 | 0.32% | 0.44% | 0.56% | Q2 2023 | Q3 2023 | 2 |
Palumbo Wealth Management LLC | 1 | 1 | 0.53% | 0.55% | 0.56% | Q4 2020 | Q3 2021 | 2 |
Stockman Wealth Management, Inc. | 2 | 2 | 0.36% | 0.40% | 0.43% | Q2 2020 | Q3 2020 | 2 |
Princeton Portfolio Strategies Group LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q1 2021 | 2 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 2 |
SeaBridge Investment Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2020 | 2 |
ROCKY MOUNTAIN ADVISERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
tru Independence LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 2 |
Mach-1 Financial Group, LLC | 2 | 2 | 0.24% | 0.28% | 0.31% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
COHEN & STEERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Strong Tower Advisory Services | 2 | 2 | 0.58% | 0.60% | 0.63% | Q3 2021 | Q4 2021 | 2 |
Creegan & Nassoura Financial Group, LLC | 2 | 2 | 0.26% | 0.27% | 0.27% | Q3 2020 | Q4 2020 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Stearns Financial Services Group | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q3 2020 | 2 |
OneAscent Wealth Management LLC | 2 | 2 | 0.47% | 0.59% | 0.71% | Q3 2021 | Q4 2021 | 2 |
Lafayette Investments | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 2 |
INVESCO, LLC | 2 | 2 | 0.21% | 0.22% | 0.23% | Q2 2023 | Q3 2023 | 2 |
FARR MILLER & WASHINGTON LLC/DC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2021 | 2 |
Kalos Management, Inc. | 2 | 2 | 0.18% | 0.24% | 0.29% | Q1 2022 | Q2 2022 | 2 |
AFFINITY INVESTMENT ADVISORS, LLC | 2 | 2 | 0.18% | 0.18% | 0.19% | Q2 2023 | Q3 2023 | 2 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.13% | 0.13% | 0.14% | Q4 2021 | Q2 2023 | 2 |
TRANSCEND CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 2 |
APOGEM CAPITAL LLC | 2 | 2 | 0.52% | 0.53% | 0.53% | Q4 2020 | Q1 2021 | 2 |
COMMONS CAPITAL, LLC | 2 | 2 | 0.21% | 0.22% | 0.23% | Q4 2021 | Q1 2022 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 2 |
Semmax Financial Advisors Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Canton Hathaway, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Lido Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Strata Wealth Advisors, LLC | 2 | 2 | 0.17% | 0.18% | 0.18% | Q4 2022 | Q1 2023 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Financial Connections Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q3 2021 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 2 |
Abbot Financial Management, Inc. | 2 | 2 | 0.09% | 0.10% | 0.12% | Q4 2020 | Q1 2021 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 1.53% | 1.62% | 1.72% | Q1 2021 | Q2 2021 | 2 |
Pine Valley Investments Ltd Liability Co | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
OneAscent Financial Services LLC | 2 | 2 | 0.40% | 0.42% | 0.44% | Q3 2021 | Q4 2021 | 2 |
Canoe Financial LP | 2 | 2 | 0.12% | 0.16% | 0.21% | Q1 2023 | Q2 2023 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.03% | 0.05% | 0.07% | Q1 2023 | Q2 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.44% | 0.88% | 1.32% | Q2 2023 | Q3 2023 | 2 |
UNITED FIRE GROUP INC | 2 | 2 | 0.07% | 0.08% | 0.10% | Q2 2020 | Q3 2020 | 2 |
BRASADA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.11% | 0.30% | 0.48% | Q4 2021 | Q3 2023 | 2 |
ONTARIO TEACHERS PENSION PLAN BOARD | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
WEALTHSOURCE PARTNERS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
BBVA USA | 2 | 2 | 0.30% | 0.32% | 0.33% | Q2 2021 | Q3 2021 | 2 |
GENERAL AMERICAN INVESTORS CO INC | 2 | 2 | 0.61% | 0.69% | 0.77% | Q2 2020 | Q3 2020 | 2 |
J.Safra Asset Management Corp | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 2 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.06% | 0.11% | Q4 2020 | Q3 2023 | 2 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.01% | 0.17% | 0.32% | Q1 2022 | Q2 2023 | 2 |
Gateway Wealth Partners, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Trybe Capital Management LP | 2 | 2 | 3.30% | 4.08% | 4.86% | Q2 2023 | Q3 2023 | 2 |
KRS Capital Management, LLC | 1 | 1 | 0.16% | 0.23% | 0.31% | Q4 2021 | Q3 2023 | 2 |
TCWP LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Destiny Wealth Partners, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Sabal Trust CO | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
SHINE INVESTMENT ADVISORY SERVICES INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
ETRADE Capital Management LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Summit Global Investments | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q2 2023 | 2 |
Personal Capital Advisors Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Covenant Multifamily Offices, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Procyon Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 2 |
WRIGHT INVESTORS SERVICE INC | 2 | 2 | 0.11% | 0.15% | 0.18% | Q2 2022 | Q3 2022 | 2 |
Geller Advisors LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
CARLSON CAPITAL L P | 2 | 2 | 0.49% | 0.64% | 0.79% | Q2 2023 | Q3 2023 | 2 |
CAMG Solamere Management, LLC | 2 | 2 | 0.13% | 0.15% | 0.17% | Q2 2020 | Q3 2020 | 2 |
STEINBERG ASSET MANAGEMENT LLC | 2 | 2 | 0.24% | 0.26% | 0.28% | Q2 2023 | Q3 2023 | 2 |
Kidder Stephen W | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Laurel Wealth Planning LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Alpha Paradigm Partners, LLC | 2 | 2 | 0.03% | 0.06% | 0.09% | Q1 2021 | Q2 2021 | 2 |
Ziegler Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 2 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 2 |
Bluefin Trading, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 2 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
KING LUTHER CAPITAL MANAGEMENT CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Perpetual Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
First Affirmative Financial Network | 2 | 2 | 0.19% | 0.19% | 0.20% | Q3 2023 | Q4 2023 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 2 |
NewSquare Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
NICOLET BANKSHARES INC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q3 2021 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q1 2022 | 2 |
Quantbot Technologies LP | 1 | 1 | 0.01% | 0.04% | 0.06% | Q2 2020 | Q2 2022 | 2 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 2 | 2 | 0.16% | 0.18% | 0.20% | Q2 2020 | Q3 2020 | 2 |
Madison Wealth Partners, Inc | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q3 2023 | 2 |
AIA Investment Management Private Ltd | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Clark Capital Management Group, Inc. | 2 | 2 | 0.39% | 0.46% | 0.54% | Q4 2022 | Q1 2023 | 2 |
Cedar Wealth Management, LLC | 2 | 2 | 0.08% | 0.10% | 0.13% | Q2 2023 | Q3 2023 | 2 |
First Allied Advisory Services, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Weaver Consulting Group | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2020 | 2 |
Financial Advisors, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2021 | Q4 2021 | 2 |
Capital Bank & Trust Co | 2 | 2 | 0.24% | 0.42% | 0.60% | Q1 2021 | Q2 2021 | 2 |
Spearhead Capital Advisors, LLC | 2 | 2 | 0.05% | 0.22% | 0.38% | Q2 2022 | Q3 2022 | 2 |
Wealthspire Advisors, L.P. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 2 |
PAYDEN & RYGEL | 2 | 2 | 1.06% | 1.09% | 1.13% | Q1 2023 | Q2 2023 | 2 |
Meristem Family Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Gladstone Institutional Advisory LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Cyrus J. Lawrence, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Private Advisory Group LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q4 2021 | 2 |
Csenge Advisory Group | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 2 |
SCHRODERS IS Ltd | 2 | 2 | 0.10% | 0.12% | 0.15% | Q1 2022 | Q2 2022 | 2 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
McCarthy Grittinger Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Quantitative Systematic Strategies LLC | 2 | 2 | 0.07% | 0.09% | 0.10% | Q3 2020 | Q4 2020 | 2 |
Inscription Capital, LLC | 1 | 1 | 0.15% | 0.17% | 0.19% | Q2 2021 | Q2 2022 | 2 |
Keebeck Wealth Management, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Red Door Wealth Management, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q2 2021 | 2 |
Junto Capital Management LP | 1 | 1 | 0.88% | 0.94% | 1.00% | Q3 2021 | Q2 2022 | 2 |
Karp Capital Management Corp | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Three Peaks Capital Management, LLC | 2 | 2 | 0.55% | 0.71% | 0.87% | Q2 2021 | Q3 2021 | 2 |
SOMERVILLE KURT F | 2 | 2 | 0.07% | 0.13% | 0.18% | Q2 2020 | Q3 2020 | 2 |
FIRST NATIONAL BANK OF OMAHA | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2020 | 2 |
Syntal Capital Partners, LLC | 2 | 2 | 0.61% | 0.62% | 0.62% | Q1 2021 | Q2 2021 | 2 |
HORIZON BANCORP INC /IN/ | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Landmark Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Baader Bank Aktiengesellschaft | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Financial Architects, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Robinson Value Management, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Southeastern Asset Management | 1 | 1 | 4.92% | 4.92% | 4.92% | Q2 2020 | Q2 2020 | 1 |
CFO4Life, L.P. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Nordwand Advisors, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2022 | Q4 2022 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Voleon Capital Management LP | 1 | 1 | 28.19% | 28.19% | 28.19% | Q3 2021 | Q3 2021 | 1 |
Sagefield Capital LP | 1 | 1 | 1.55% | 1.55% | 1.55% | Q3 2023 | Q3 2023 | 1 |
Richard C. Young & CO., LTD. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2020 | Q2 2020 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
IndexIQ Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
TRUEWEALTH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Trust Investment Advisors | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CPA Asset Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Premier Fund Managers Ltd | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2020 | Q4 2020 | 1 |
HighTower Trust Company, N.A. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
ISTHMUS PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Circle Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
PBMares Wealth Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Migdal Insurance & Financial Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Braun-Bostich & Associates Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
PFG Investments, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2023 | Q1 2023 | 1 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
OFI INVEST ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MQS Management LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2022 | Q3 2022 | 1 |
Malaga Cove Capital, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2020 | Q2 2020 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Greenland Capital Management LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
IFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Albar Capital Ltd | 1 | 1 | 3.55% | 3.55% | 3.55% | Q3 2020 | Q3 2020 | 1 |
HoyleCohen, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
WASHINGTON CAPITAL MANAGEMENT, INC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2023 | Q2 2023 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Grant Street Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Cedar Brook Financial Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Empyrean Capital Partners, LP | 1 | 1 | 1.77% | 1.77% | 1.77% | Q2 2020 | Q2 2020 | 1 |
TCW GROUP INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Briaud Financial Planning, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ISLAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
PAYDEN & RYGEL INVESTMENT GROUP | 1 | 1 | 1.20% | 1.20% | 1.20% | Q3 2023 | Q3 2023 | 1 |
Ameliora Wealth Management Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
INVERNESS COUNSEL LLC /NY/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2020 | Q4 2020 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Slow Capital, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Atika Capital Management LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2020 | Q3 2020 | 1 |
Chimera Capital Management LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Townsend & Associates, Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
FSM Wealth Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
ACG Wealth | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | 1 | 1 | 1.52% | 1.52% | 1.52% | Q1 2022 | Q1 2022 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
BAR HARBOR TRUST SERVICES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2020 | Q2 2020 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MANA Advisors LLC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q3 2020 | Q3 2020 | 1 |
MARINO, STRAM & ASSOCIATES LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
Intellectus Partners, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q2 2023 | 1 |
RBA Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q2 2021 | Q2 2021 | 1 |
F3Logic, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Precision Wealth Strategies, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
Massachusetts Wealth Management | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
AGF MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Navis Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
BRR OpCo, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Diversified, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Keel Point, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Vinva Investment Management Ltd | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
Quinn Opportunity Partners LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2020 | Q2 2020 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ETF MANAGERS GROUP, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Knowledge Leaders Capital, LLC | 1 | 1 | 1.43% | 1.43% | 1.43% | Q3 2023 | Q3 2023 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WT Wealth Management | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2020 | Q3 2020 | 1 |
Broderick Brian C | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2020 | Q2 2020 | 1 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Capital Advantage, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q2 2020 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Saturna Capital CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Machina Capital S.A.S. | 1 | 1 | 0.62% | 0.62% | 0.62% | Q1 2022 | Q1 2022 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Holistic Financial Partners | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q3 2023 | Q3 2023 | 1 |
UBS OCONNOR LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2021 | Q1 2021 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2023 | Q1 2023 | 1 |
SG3 Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Friedenthal Financial | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Worth Financial Advisory Group, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Americana Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Schechter Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Prostatis Group LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MISSION WEALTH MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2022 | Q4 2022 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Menard Financial Group LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Engrave Wealth Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Modus Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Pinnacle Family Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q2 2023 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Private Capital Advisors, Inc. | 1 | 1 | 0.94% | 0.94% | 0.94% | Q3 2023 | Q3 2023 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Summit X, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Stiles Financial Services Inc | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
DILLON & ASSOCIATES INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2020 | Q2 2020 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Phocas Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Kemper Corp Master Retirement Trust | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Weil Company, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
AGF Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Merlin Capital, Inc | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2021 | Q4 2021 | 1 |
ANGELES WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Cornerstone Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Claret Asset Management Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Intrua Financial, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Shay Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Firsthand Capital Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ZEKE CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
York Capital Management Global Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2021 | Q2 2021 | 1 |
Vest Financial, LLC | 1 | 1 | 1.56% | 1.56% | 1.56% | Q4 2020 | Q4 2020 | 1 |
PDS Planning, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Diametric Capital, LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2022 | Q3 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Belmont Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
STEVENS CAPITAL MANAGEMENT LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
ARGI Investment Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
Donoghue Forlines LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
Draper Asset Management, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2022 | Q2 2022 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Aquatic Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PFS INVESTMENTS INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Portolan Capital Management | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Robbins Farley | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 1.03% | 1.03% | 1.03% | Q1 2021 | Q1 2021 | 1 |
Oliver Luxxe Assets LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2020 | Q1 2020 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Pinnacle Holdings, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2020 | Q2 2020 | 1 |
Hiddenite Capital Partners LP | 1 | 1 | 1.85% | 1.85% | 1.85% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
CFM WEALTH PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Richard Bernstein Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Welch Group, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
CIDEL ASSET MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FOUNDERS FINANCIAL SECURITIES LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Davis Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Ironwood Investment Counsel, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Hudson Value Partners, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2020 | Q4 2020 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
MIDDLETON & CO INC/MA | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
Harbor Advisors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2022 | Q4 2022 | 1 |
Forge First Asset Management Inc. | 1 | 1 | 3.67% | 3.67% | 3.67% | Q1 2023 | Q1 2023 | 1 |
Duquesne Family Office | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2022 | Q3 2022 | 1 |
Providence First Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
EA Series Trust | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Sessa Capital IM, L.P. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2020 | Q2 2020 | 1 |
Greenhouse Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Taylor Hoffman Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
JCIC Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Lenox Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Shorepoint Capital Partners LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2020 | Q2 2020 | 1 |
STAPP WEALTH MANAGEMENT, PLLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Hemenway Trust Co LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
RB Capital Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
MARATHON CAPITAL MANAGEMENT | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
CARDEROCK CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Ally Financial Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2020 | Q2 2020 | 1 |
WHITEBOX ADVISORS LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2020 | Q2 2020 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Inspire Investing, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.77% | 0.77% | 0.77% | Q2 2023 | Q2 2023 | 1 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2023 | Q2 2023 | 1 |
1776 Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
First Farmers & Merchants Bank / Trust | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
CARL STUART INVESTMENT ADVISOR, INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Elequin Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
HNP Capital LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
DORCHESTER WEALTH MANAGEMENT Co | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Rothschild & Co Wealth Management UK Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MITCHELL SINKLER & STARR/PA | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
A. D. Beadell Investment Counsel, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2020 | Q3 2020 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Provident Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Leibman Financial Services, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2023 | Q4 2023 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Cranbrook Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CM WEALTH ADVISORS LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
MARSICO CAPITAL MANAGEMENT LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
OPTIONS SOLUTIONS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
SBK Financial, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Anomaly Capital Management, LP | 1 | 1 | 1.98% | 1.98% | 1.98% | Q1 2021 | Q1 2021 | 1 |
Arnhold LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2020 | Q2 2020 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Advisors Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Natixis Investment Managers International | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Cubic Asset Management, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2020 | Q2 2020 | 1 |
Financial Insights, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ROGCO, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Avalon Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Impala Asset Management LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2020 | Q2 2020 | 1 |
Sather Financial Group Inc | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
C WorldWide Group Holding A/S | 1 | 1 | 3.56% | 3.56% | 3.56% | Q3 2023 | Q3 2023 | 1 |
Callan Family Office, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
Personal Wealth Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Watson Rebecca | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
St. Johns Investment Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
DRAVO BAY LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
External links
This page lists all the filers that currently own CARRIER GLOBAL CORPORATION or have owned CARRIER GLOBAL CORPORATION in the past.