Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 18 | 18 | 0.00% | 0.01% | 0.07% | Q2 2019 | Q3 2023 | 54 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 54 |
Walleye Trading LLC | 18 | 18 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 50 |
CAPSTONE INVESTMENT ADVISORS, LLC | 18 | 18 | 0.00% | 0.01% | 0.06% | Q2 2019 | Q3 2023 | 48 |
WOLVERINE TRADING, LLC | 18 | 18 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 47 |
Cutler Group LLC / CA | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 47 |
MILLENNIUM MANAGEMENT LLC | 15 | 2 | 0.00% | 0.02% | 0.10% | Q2 2019 | Q3 2023 | 41 |
PEAK6 Investments LLC | 16 | 1 | 0.00% | 0.01% | 0.07% | Q2 2019 | Q3 2023 | 39 |
JANE STREET GROUP, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 36 |
CITIGROUP INC | 18 | 18 | 0.00% | 0.03% | 0.09% | Q2 2019 | Q3 2023 | 35 |
BARCLAYS PLC | 18 | 18 | 0.00% | 0.02% | 0.09% | Q2 2019 | Q3 2023 | 34 |
BANK OF AMERICA CORP /DE/ | 18 | 18 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 32 |
UBS Group AG | 18 | 18 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 31 |
D. E. Shaw & Co., Inc. | 18 | 18 | 0.00% | 0.02% | 0.15% | Q2 2019 | Q3 2023 | 28 |
Parallax Volatility Advisers, L.P. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 28 |
Nuveen Asset Management, LLC | 18 | 18 | 0.00% | 0.12% | 0.38% | Q2 2019 | Q3 2023 | 24 |
Creative Planning | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 24 |
GOLDMAN SACHS GROUP INC | 18 | 18 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 24 |
Cubist Systematic Strategies, LLC | 15 | 2 | 0.00% | 0.05% | 0.16% | Q2 2019 | Q3 2023 | 23 |
ROYAL BANK OF CANADA | 18 | 18 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 23 |
HSBC HOLDINGS PLC | 18 | 18 | 0.00% | 0.04% | 0.10% | Q2 2019 | Q3 2023 | 22 |
CREDIT SUISSE AG/ | 18 | 18 | 0.00% | 0.03% | 0.07% | Q2 2019 | Q3 2023 | 21 |
Capital Investment Advisors, LLC | 19 | 19 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q4 2023 | 19 |
PARK NATIONAL CORP /OH/ | 19 | 19 | 0.02% | 0.03% | 0.11% | Q2 2019 | Q4 2023 | 19 |
HAP Trading, LLC | 6 | 1 | 0.00% | 0.03% | 0.15% | Q4 2019 | Q3 2023 | 19 |
Moors & Cabot, Inc. | 18 | 18 | 0.00% | 0.11% | 0.15% | Q2 2019 | Q3 2023 | 19 |
COUNTRY TRUST BANK | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2023 | 19 |
HOWE & RUSLING INC | 18 | 18 | 0.01% | 0.80% | 2.10% | Q2 2019 | Q3 2023 | 19 |
Anchor Investment Management, LLC | 19 | 19 | 0.03% | 0.04% | 0.06% | Q2 2019 | Q4 2023 | 19 |
MASSMUTUAL TRUST CO FSB/ADV | 19 | 19 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2023 | 19 |
OPTIMUM INVESTMENT ADVISORS | 19 | 19 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q4 2023 | 19 |
WELLS FARGO & COMPANY/MN | 18 | 18 | 0.00% | 0.03% | 0.07% | Q2 2019 | Q3 2023 | 19 |
Diversified Trust Co | 19 | 19 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q4 2023 | 19 |
BALDWIN BROTHERS LLC/MA | 19 | 19 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2023 | 19 |
NOMURA HOLDINGS INC | 8 | 2 | 0.00% | 0.01% | 0.08% | Q2 2019 | Q1 2023 | 19 |
DnB Asset Management AS | 19 | 19 | 0.03% | 0.05% | 0.06% | Q2 2019 | Q4 2023 | 19 |
BROWN ADVISORY INC | 18 | 18 | 0.02% | 0.04% | 0.10% | Q2 2019 | Q3 2023 | 18 |
WHITTIER TRUST CO OF NEVADA INC | 18 | 18 | 0.03% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Riverview Trust Co | 18 | 18 | 0.09% | 0.17% | 0.29% | Q2 2019 | Q3 2023 | 18 |
NEVILLE RODIE & SHAW INC | 13 | 5 | 0.02% | 0.04% | 0.18% | Q2 2019 | Q4 2023 | 18 |
RAYMOND JAMES TRUST N.A. | 18 | 18 | 0.04% | 0.07% | 0.23% | Q2 2019 | Q3 2023 | 18 |
FIRST FINANCIAL CORP /IN/ | 18 | 18 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q3 2023 | 18 |
Robeco Institutional Asset Management B.V. | 18 | 18 | 0.02% | 0.05% | 0.13% | Q2 2019 | Q3 2023 | 18 |
CIBC Private Wealth Group, LLC | 18 | 18 | 0.00% | 0.01% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Steigerwald, Gordon & Koch Inc. | 18 | 18 | 0.52% | 0.64% | 0.78% | Q2 2019 | Q3 2023 | 18 |
Cohen Klingenstein LLC | 18 | 18 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Fruth Investment Management | 18 | 18 | 0.13% | 0.35% | 0.50% | Q2 2019 | Q3 2023 | 18 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 18 | 18 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | 18 | 18 | 0.24% | 0.31% | 0.55% | Q2 2019 | Q3 2023 | 18 |
TRUIST FINANCIAL CORP | 18 | 18 | 0.02% | 0.14% | 0.22% | Q2 2019 | Q3 2023 | 18 |
LOGAN CAPITAL MANAGEMENT INC | 18 | 18 | 0.03% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
CENTRAL BANK & TRUST CO | 18 | 18 | 0.00% | 0.06% | 0.21% | Q2 2019 | Q3 2023 | 18 |
QUADRANT CAPITAL GROUP LLC | 18 | 18 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 18 |
KING LUTHER CAPITAL MANAGEMENT CORP | 18 | 18 | 0.10% | 0.13% | 0.16% | Q2 2019 | Q3 2023 | 18 |
abrdn plc | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
ProShare Advisors LLC | 18 | 18 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
JNBA Financial Advisors | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
STEPHENS INC /AR/ | 18 | 18 | 0.01% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Jacobi Capital Management LLC | 18 | 18 | 0.02% | 0.10% | 0.13% | Q2 2019 | Q3 2023 | 18 |
Sutton Wealth Advisors Inc. | 18 | 18 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
CAMBRIDGE TRUST CO | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Institute for Wealth Management, LLC. | 18 | 18 | 0.06% | 0.09% | 0.13% | Q2 2019 | Q3 2023 | 18 |
TOWER BRIDGE ADVISORS | 18 | 18 | 0.04% | 0.07% | 0.11% | Q2 2019 | Q3 2023 | 18 |
Versant Capital Management, Inc | 18 | 18 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q4 2023 | 18 |
MONETARY MANAGEMENT GROUP INC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Silvant Capital Management LLC | 18 | 18 | 0.00% | 0.03% | 0.12% | Q2 2019 | Q3 2023 | 18 |
SVB WEALTH LLC | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 18 | 18 | 0.03% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 18 |
Belpointe Asset Management LLC | 18 | 18 | 0.02% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Gifford Fong Associates | 18 | 18 | 0.08% | 0.10% | 0.16% | Q2 2019 | Q3 2023 | 18 |
Texas Yale Capital Corp. | 18 | 18 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q3 2023 | 18 |
St. James Investment Company, LLC | 18 | 18 | 0.62% | 3.40% | 4.30% | Q2 2019 | Q3 2023 | 18 |
Daiwa Securities Group Inc. | 18 | 18 | 0.00% | 0.03% | 0.07% | Q2 2019 | Q3 2023 | 18 |
FIRST TRUST ADVISORS LP | 18 | 18 | 0.00% | 0.11% | 0.35% | Q2 2019 | Q3 2023 | 18 |
HOLDERNESS INVESTMENTS CO | 18 | 18 | 0.15% | 0.21% | 0.29% | Q2 2019 | Q3 2023 | 18 |
FIL Ltd | 18 | 18 | 0.01% | 0.13% | 0.29% | Q2 2019 | Q3 2023 | 18 |
GEODE CAPITAL MANAGEMENT, LLC | 18 | 18 | 0.07% | 0.09% | 0.12% | Q2 2019 | Q3 2023 | 18 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 18 | 18 | 0.02% | 0.05% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Asset Management One Co., Ltd. | 18 | 18 | 0.05% | 0.07% | 0.10% | Q2 2019 | Q3 2023 | 18 |
CNB Bank | 18 | 18 | 0.02% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 18 |
Mitsubishi UFJ Asset Management Co., Ltd. | 18 | 18 | 0.06% | 0.10% | 0.13% | Q2 2019 | Q3 2023 | 18 |
Pacer Advisors, Inc. | 18 | 18 | 0.00% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 18 |
Highlander Capital Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 18 | 18 | 0.07% | 0.09% | 0.12% | Q2 2019 | Q3 2023 | 18 |
FinTrust Capital Advisors, LLC | 18 | 18 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Triangle Securities Wealth Management | 18 | 18 | 0.30% | 0.48% | 0.68% | Q2 2019 | Q3 2023 | 18 |
Hanson & Doremus Investment Management | 18 | 18 | 0.01% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
PRUDENTIAL FINANCIAL INC | 18 | 18 | 0.03% | 0.10% | 0.26% | Q2 2019 | Q3 2023 | 18 |
Norinchukin Bank, The | 18 | 18 | 0.03% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 18 |
NEW YORK STATE COMMON RETIREMENT FUND | 18 | 18 | 0.04% | 0.05% | 0.07% | Q2 2019 | Q3 2023 | 18 |
LAZARD ASSET MANAGEMENT LLC | 18 | 18 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 18 |
SEGALL BRYANT & HAMILL, LLC | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
FEDERATED HERMES, INC. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
FineMark National Bank & Trust | 18 | 18 | 0.01% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 18 |
UNITED FIRE GROUP INC | 18 | 18 | 0.54% | 1.39% | 4.00% | Q2 2019 | Q3 2023 | 18 |
BESSEMER GROUP INC | 18 | 18 | 0.00% | 0.25% | 0.48% | Q2 2019 | Q3 2023 | 18 |
FIFTH THIRD BANCORP | 18 | 18 | 0.01% | 0.04% | 0.11% | Q2 2019 | Q3 2023 | 18 |
COMMONWEALTH EQUITY SERVICES, LLC | 18 | 18 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Heritage Wealth Advisors | 18 | 18 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 18 |
CONNING INC. | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Clearstead Advisors, LLC | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
PRIMECAP MANAGEMENT CO/CA/ | 18 | 18 | 0.05% | 0.07% | 0.11% | Q2 2019 | Q3 2023 | 18 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 18 | 18 | 0.02% | 0.05% | 0.10% | Q2 2019 | Q3 2023 | 18 |
ANCHOR CAPITAL ADVISORS LLC | 18 | 18 | 0.13% | 0.34% | 0.49% | Q2 2019 | Q3 2023 | 18 |
Aristotle Capital Management, LLC | 18 | 18 | 0.06% | 2.45% | 3.62% | Q2 2019 | Q3 2023 | 18 |
Mirae Asset Global Investments Co., Ltd. | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
AVIVA PLC | 18 | 18 | 0.01% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 18 |
THOMPSON SIEGEL & WALMSLEY LLC | 18 | 18 | 0.02% | 0.44% | 1.32% | Q2 2019 | Q3 2023 | 18 |
State of Tennessee, Treasury Department | 18 | 18 | 0.02% | 0.13% | 0.32% | Q2 2019 | Q3 2023 | 18 |
TOMPKINS FINANCIAL CORP | 10 | 8 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2023 | 18 |
COMMERCE BANK | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
National Pension Service | 18 | 18 | 0.08% | 0.11% | 0.16% | Q2 2019 | Q3 2023 | 18 |
UBS ASSET MANAGEMENT AMERICAS INC | 18 | 18 | 0.04% | 0.06% | 0.09% | Q2 2019 | Q3 2023 | 18 |
SEARLE & CO. | 18 | 18 | 0.25% | 0.29% | 0.35% | Q2 2019 | Q3 2023 | 18 |
State of New Jersey Common Pension Fund D | 18 | 18 | 0.06% | 0.07% | 0.10% | Q2 2019 | Q3 2023 | 18 |
Goelzer Investment Management, Inc. | 18 | 18 | 0.21% | 0.38% | 0.50% | Q2 2019 | Q3 2023 | 18 |
HM PAYSON & CO | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
State of Alaska, Department of Revenue | 18 | 18 | 0.05% | 0.11% | 0.17% | Q2 2019 | Q3 2023 | 18 |
Radnor Capital Management, LLC | 18 | 18 | 0.42% | 0.66% | 1.37% | Q2 2019 | Q3 2023 | 18 |
VANGUARD GROUP INC | 18 | 18 | 0.06% | 0.10% | 0.14% | Q2 2019 | Q3 2023 | 18 |
SECURIAN ASSET MANAGEMENT, INC | 18 | 18 | 0.05% | 0.07% | 0.10% | Q2 2019 | Q3 2023 | 18 |
AMALGAMATED BANK | 18 | 18 | 0.05% | 0.08% | 0.11% | Q2 2019 | Q3 2023 | 18 |
M&T BANK CORP | 18 | 18 | 0.31% | 0.44% | 0.59% | Q2 2019 | Q3 2023 | 18 |
Calamos Advisors LLC | 18 | 18 | 0.03% | 0.05% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Mariner, LLC | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Sumitomo Mitsui Trust Holdings, Inc. | 18 | 18 | 0.07% | 0.10% | 0.16% | Q2 2019 | Q3 2023 | 18 |
Invesco Ltd. | 18 | 18 | 0.07% | 0.16% | 0.22% | Q2 2019 | Q3 2023 | 18 |
HYMAN CHARLES D | 18 | 18 | 0.02% | 0.04% | 0.05% | Q2 2019 | Q3 2023 | 18 |
Treasurer of the State of North Carolina | 18 | 18 | 0.05% | 0.08% | 0.12% | Q2 2019 | Q3 2023 | 18 |
TSP Capital Management Group, LLC | 18 | 18 | 1.97% | 4.03% | 5.51% | Q2 2019 | Q3 2023 | 18 |
IFM Investors Pty Ltd | 18 | 18 | 0.08% | 0.10% | 0.13% | Q2 2019 | Q3 2023 | 18 |
VOYA INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Manchester Capital Management LLC | 18 | 18 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Front Row Advisors LLC | 18 | 18 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q3 2023 | 18 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 18 | 18 | 0.04% | 0.07% | 0.20% | Q2 2019 | Q3 2023 | 18 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 18 | 18 | 0.01% | 0.04% | 0.10% | Q2 2019 | Q3 2023 | 18 |
Blume Capital Management, Inc. | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
ARMSTRONG SHAW ASSOCIATES INC/CT | 18 | 18 | 0.32% | 0.43% | 0.58% | Q2 2019 | Q3 2023 | 18 |
Haverford Trust Co | 18 | 18 | 0.05% | 0.07% | 0.10% | Q2 2019 | Q3 2023 | 18 |
OLD SECOND NATIONAL BANK OF AURORA | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
BEACON FINANCIAL GROUP | 18 | 18 | 0.07% | 0.20% | 0.27% | Q2 2019 | Q3 2023 | 18 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 18 | 18 | 0.04% | 0.07% | 0.11% | Q2 2019 | Q3 2023 | 18 |
TSFG, LLC | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
OPPENHEIMER & CO INC | 18 | 18 | 0.02% | 0.03% | 0.09% | Q2 2019 | Q3 2023 | 18 |
CIBC WORLD MARKET INC. | 18 | 18 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Steward Partners Investment Advisory, LLC | 18 | 18 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 18 |
NORDEA INVESTMENT MANAGEMENT AB | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
PROFUND ADVISORS LLC | 18 | 18 | 0.03% | 0.05% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Argent Trust Co | 18 | 18 | 0.04% | 0.05% | 0.09% | Q2 2019 | Q3 2023 | 18 |
Pettee Investors, Inc. | 18 | 18 | 0.26% | 0.32% | 0.39% | Q2 2019 | Q3 2023 | 18 |
Point72 Hong Kong Ltd | 5 | 2 | 0.00% | 0.06% | 0.28% | Q2 2019 | Q3 2022 | 18 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 18 | 18 | 0.17% | 0.33% | 0.51% | Q2 2019 | Q3 2023 | 18 |
Dai-ichi Life Insurance Company, Ltd | 18 | 18 | 0.00% | 0.04% | 0.12% | Q2 2019 | Q3 2023 | 18 |
CARRET ASSET MANAGEMENT, LLC | 18 | 18 | 0.03% | 0.08% | 0.21% | Q2 2019 | Q3 2023 | 18 |
Hartford Financial Management Inc. | 18 | 18 | 0.11% | 0.15% | 0.22% | Q2 2019 | Q3 2023 | 18 |
FMR LLC | 18 | 18 | 0.00% | 0.05% | 0.11% | Q2 2019 | Q3 2023 | 18 |
Asset Dedication, LLC | 18 | 18 | 0.02% | 0.03% | 0.07% | Q2 2019 | Q3 2023 | 18 |
Diligent Investors, LLC | 18 | 18 | 0.50% | 0.63% | 0.73% | Q2 2019 | Q3 2023 | 18 |
MOTCO | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
CITY HOLDING CO | 18 | 18 | 0.16% | 0.21% | 0.25% | Q2 2019 | Q3 2023 | 18 |
SPINNAKER TRUST | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
BLB&B Advisors, LLC | 18 | 18 | 0.02% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Smithfield Trust Co | 18 | 18 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Gulf International Bank (UK) Ltd | 18 | 18 | 0.07% | 0.10% | 0.14% | Q2 2019 | Q3 2023 | 18 |
DELTA ASSET MANAGEMENT LLC/TN | 18 | 18 | 0.04% | 0.06% | 0.09% | Q2 2019 | Q3 2023 | 18 |
STRS OHIO | 18 | 18 | 0.02% | 0.07% | 0.13% | Q2 2019 | Q3 2023 | 18 |
BNP Paribas Asset Management Holding S.A. | 18 | 18 | 0.00% | 0.01% | 0.10% | Q2 2019 | Q3 2023 | 18 |
Kentucky Retirement Systems Insurance Trust Fund | 18 | 18 | 0.08% | 0.10% | 0.14% | Q2 2019 | Q3 2023 | 18 |
AUXIER ASSET MANAGEMENT | 18 | 18 | 0.32% | 0.45% | 0.63% | Q2 2019 | Q3 2023 | 18 |
Addison Capital Co | 18 | 18 | 0.29% | 0.40% | 0.57% | Q2 2019 | Q3 2023 | 18 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 18 | 18 | 4.59% | 6.19% | 9.20% | Q2 2019 | Q3 2023 | 18 |
Lavaca Capital LLC | 18 | 18 | 0.12% | 0.37% | 0.78% | Q2 2019 | Q3 2023 | 18 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 18 | 18 | 0.07% | 0.09% | 0.13% | Q2 2019 | Q3 2023 | 18 |
ASSETMARK, INC | 18 | 18 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 18 |
AE Wealth Management LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 18 | 18 | 0.04% | 0.06% | 0.08% | Q2 2019 | Q3 2023 | 18 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 18 | 18 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 18 | 18 | 0.26% | 0.75% | 1.06% | Q2 2019 | Q3 2023 | 18 |
PEAPACK GLADSTONE FINANCIAL CORP | 18 | 18 | 0.02% | 0.05% | 0.11% | Q2 2019 | Q3 2023 | 18 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 18 | 18 | 0.03% | 0.09% | 0.13% | Q2 2019 | Q3 2023 | 18 |
Estabrook Capital Management | 18 | 18 | 0.40% | 0.53% | 0.70% | Q2 2019 | Q3 2023 | 18 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 18 | 18 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q3 2023 | 18 |
Janney Montgomery Scott LLC | 18 | 18 | 0.02% | 0.03% | 0.07% | Q2 2019 | Q3 2023 | 18 |
ClearBridge Investments | 18 | 18 | 0.02% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Louisiana State Employees Retirement System | 18 | 18 | 0.05% | 0.06% | 0.08% | Q2 2019 | Q3 2023 | 18 |
OLD NATIONAL BANCORP /IN/ | 18 | 18 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Retirement Systems of Alabama | 18 | 18 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q3 2023 | 18 |
KANAWHA CAPITAL MANAGEMENT LLC | 18 | 18 | 0.02% | 0.04% | 0.10% | Q2 2019 | Q3 2023 | 18 |
ALLIANCEBERNSTEIN L.P. | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Private Advisor Group, LLC | 18 | 18 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 18 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
WINDWARD CAPITAL MANAGEMENT CO /CA | 18 | 18 | 0.26% | 0.38% | 0.53% | Q2 2019 | Q3 2023 | 18 |
AXA S.A. | 18 | 18 | 0.01% | 0.04% | 0.14% | Q2 2019 | Q3 2023 | 18 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 18 | 18 | 0.01% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 18 |
JANUS HENDERSON GROUP PLC | 18 | 18 | 0.01% | 0.11% | 0.37% | Q2 2019 | Q3 2023 | 18 |
SeaCrest Wealth Management, LLC | 18 | 18 | 0.04% | 0.06% | 0.10% | Q2 2019 | Q3 2023 | 18 |
AllSquare Wealth Management LLC | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
MARCO INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.14% | 0.17% | 0.26% | Q2 2019 | Q3 2023 | 18 |
BROWN BROTHERS HARRIMAN & CO | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
WESTPAC BANKING CORP | 18 | 18 | 0.02% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 18 |
Bridge Creek Capital Management LLC | 18 | 18 | 0.32% | 0.52% | 2.71% | Q2 2019 | Q3 2023 | 18 |
DUPONT CAPITAL MANAGEMENT CORP | 18 | 18 | 2.38% | 7.33% | 19.02% | Q2 2019 | Q3 2023 | 18 |
SouthState Corp | 18 | 18 | 0.04% | 0.08% | 0.28% | Q2 2019 | Q3 2023 | 18 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 18 | 18 | 0.01% | 0.04% | 0.12% | Q2 2019 | Q3 2023 | 18 |
Parkside Financial Bank & Trust | 18 | 18 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 18 |
WILKINS INVESTMENT COUNSEL INC | 18 | 18 | 0.89% | 2.55% | 3.98% | Q2 2019 | Q3 2023 | 18 |
RAYMOND JAMES & ASSOCIATES | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
CULLEN/FROST BANKERS, INC. | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
US BANCORP \DE\ | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
BNP PARIBAS FINANCIAL MARKETS | 18 | 18 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 18 |
HighTower Advisors, LLC | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Sandy Spring Bank | 18 | 18 | 0.00% | 0.02% | 0.08% | Q2 2019 | Q3 2023 | 18 |
BANK OF NOVA SCOTIA | 18 | 18 | 0.00% | 0.04% | 0.18% | Q2 2019 | Q3 2023 | 18 |
Private Ocean, LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Strategic Advisors LLC | 18 | 18 | 0.05% | 0.10% | 0.20% | Q2 2019 | Q3 2023 | 18 |
NORTHERN TRUST CORP | 18 | 18 | 0.06% | 0.11% | 0.15% | Q2 2019 | Q3 2023 | 18 |
Capital World Investors | 18 | 18 | 0.06% | 0.20% | 0.46% | Q2 2019 | Q3 2023 | 18 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 18 | 18 | 0.06% | 0.08% | 0.11% | Q2 2019 | Q3 2023 | 18 |
Investors Research Corp | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Arizona State Retirement System | 18 | 18 | 0.05% | 0.09% | 0.12% | Q2 2019 | Q3 2023 | 18 |
CKW FINANCIAL GROUP | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
First Horizon Advisors, Inc. | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
PRICE T ROWE ASSOCIATES INC /MD/ | 18 | 18 | 0.01% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
ADAMS NATURAL RESOURCES FUND, INC. | 18 | 18 | 0.39% | 0.61% | 0.78% | Q2 2019 | Q3 2023 | 18 |
MERIDIAN INVESTMENT COUNSEL INC. | 18 | 18 | 0.14% | 0.17% | 0.22% | Q2 2019 | Q3 2023 | 18 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 18 | 18 | 0.04% | 0.08% | 0.16% | Q2 2019 | Q3 2023 | 18 |
AMERIPRISE FINANCIAL INC | 18 | 18 | 0.01% | 0.07% | 0.10% | Q2 2019 | Q3 2023 | 18 |
Covington Investment Advisors Inc. | 18 | 18 | 0.20% | 0.88% | 1.27% | Q2 2019 | Q3 2023 | 18 |
FRANKLIN RESOURCES INC | 18 | 18 | 0.01% | 0.03% | 0.11% | Q2 2019 | Q3 2023 | 18 |
SMITH, MOORE & CO. | 18 | 18 | 0.05% | 0.06% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Baird Financial Group, Inc. | 18 | 18 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 18 |
FIRST MANHATTAN CO. LLC. | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 18 | 18 | 0.10% | 0.13% | 0.18% | Q2 2019 | Q3 2023 | 18 |
DIMENSIONAL FUND ADVISORS LP | 18 | 18 | 0.04% | 0.06% | 0.10% | Q2 2019 | Q3 2023 | 18 |
WEST PACES ADVISORS INC. | 18 | 18 | 0.01% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
WESTWOOD HOLDINGS GROUP INC | 18 | 18 | 0.02% | 0.11% | 0.16% | Q2 2019 | Q3 2023 | 18 |
MetLife Investment Management, LLC | 18 | 18 | 0.06% | 0.07% | 0.09% | Q2 2019 | Q3 2023 | 18 |
NISA INVESTMENT ADVISORS, LLC | 18 | 18 | 0.06% | 0.09% | 0.16% | Q2 2019 | Q3 2023 | 18 |
WEBSTER BANK, N. A. | 18 | 18 | 0.01% | 0.25% | 0.42% | Q2 2019 | Q3 2023 | 18 |
ENVESTNET ASSET MANAGEMENT INC | 18 | 18 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
PIN OAK INVESTMENT ADVISORS INC | 18 | 18 | 0.01% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
VALLEY NATIONAL ADVISERS INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
CIGNA INVESTMENTS INC /NEW | 18 | 18 | 0.06% | 0.08% | 0.11% | Q2 2019 | Q3 2023 | 18 |
CENTRAL TRUST Co | 18 | 18 | 0.03% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
GAMCO INVESTORS, INC. ET AL | 18 | 18 | 0.01% | 0.06% | 0.14% | Q2 2019 | Q3 2023 | 18 |
NJ State Employees Deferred Compensation Plan | 18 | 18 | 0.12% | 0.16% | 0.24% | Q2 2019 | Q3 2023 | 18 |
Utah Retirement Systems | 18 | 18 | 0.07% | 0.09% | 0.12% | Q2 2019 | Q3 2023 | 18 |
Geneos Wealth Management Inc. | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
RHUMBLINE ADVISERS | 18 | 18 | 0.06% | 0.08% | 0.12% | Q2 2019 | Q3 2023 | 18 |
Independent Advisor Alliance | 14 | 3 | 0.00% | 0.03% | 0.08% | Q2 2019 | Q3 2023 | 18 |
GATEWAY INVESTMENT ADVISERS LLC | 18 | 18 | 0.14% | 0.20% | 0.29% | Q2 2019 | Q3 2023 | 18 |
GABLES CAPITAL MANAGEMENT INC. | 18 | 18 | 0.01% | 0.03% | 0.11% | Q2 2019 | Q3 2023 | 18 |
GUGGENHEIM CAPITAL LLC | 18 | 18 | 0.02% | 0.06% | 0.09% | Q2 2019 | Q3 2023 | 18 |
AMERICAN INTERNATIONAL GROUP, INC. | 18 | 18 | 0.03% | 0.05% | 0.08% | Q2 2019 | Q3 2023 | 18 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 18 | 18 | 0.04% | 0.05% | 0.08% | Q2 2019 | Q3 2023 | 18 |
BLAIR WILLIAM & CO/IL | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
STATE OF WISCONSIN INVESTMENT BOARD | 18 | 18 | 0.03% | 0.08% | 0.16% | Q2 2019 | Q3 2023 | 18 |
PRINCIPAL FINANCIAL GROUP INC | 18 | 18 | 0.04% | 0.14% | 0.19% | Q2 2019 | Q3 2023 | 18 |
Providence Capital Advisors, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Zions Bancorporation, N.A. | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
GRANDFIELD & DODD, LLC | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Tradewinds Capital Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 18 | 18 | 0.00% | 0.06% | 0.22% | Q2 2019 | Q3 2023 | 18 |
BARINGS LLC | 18 | 18 | 0.12% | 0.36% | 0.82% | Q2 2019 | Q3 2023 | 18 |
JPMORGAN CHASE & CO | 18 | 18 | 0.01% | 0.02% | 0.08% | Q2 2019 | Q3 2023 | 18 |
HERITAGE INVESTORS MANAGEMENT CORP | 18 | 18 | 0.17% | 0.20% | 0.26% | Q2 2019 | Q3 2023 | 18 |
Man Group plc | 18 | 18 | 0.00% | 0.02% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Swiss National Bank | 18 | 18 | 0.07% | 0.09% | 0.13% | Q2 2019 | Q3 2023 | 18 |
Archer Investment Corp | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Cetera Advisor Networks LLC | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
SHELTON CAPITAL MANAGEMENT | 18 | 18 | 0.01% | 0.06% | 0.16% | Q2 2019 | Q3 2023 | 18 |
Capital Advisors, Ltd. LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
MEYER HANDELMAN CO | 18 | 18 | 0.12% | 0.22% | 0.48% | Q2 2019 | Q3 2023 | 18 |
SUMITOMO LIFE INSURANCE CO | 18 | 18 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 18 |
KEYBANK NATIONAL ASSOCIATION/OH | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 18 | 18 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 18 |
TEXAS PERMANENT SCHOOL FUND CORP | 18 | 18 | 0.05% | 0.07% | 0.09% | Q2 2019 | Q3 2023 | 18 |
NATIXIS ADVISORS, L.P. | 18 | 18 | 0.02% | 0.12% | 0.19% | Q2 2019 | Q3 2023 | 18 |
CAPTRUST FINANCIAL ADVISORS | 18 | 18 | 0.02% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 18 |
PRIO WEALTH LIMITED PARTNERSHIP | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Ameritas Investment Partners, Inc. | 18 | 18 | 0.04% | 0.08% | 0.12% | Q2 2019 | Q3 2023 | 18 |
PEOPLES FINANCIAL SERVICES CORP. | 18 | 18 | 0.14% | 0.18% | 0.24% | Q2 2019 | Q3 2023 | 18 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 18 | 18 | 0.06% | 0.08% | 0.12% | Q2 2019 | Q3 2023 | 18 |
SHELL ASSET MANAGEMENT CO | 18 | 18 | 0.01% | 0.04% | 0.09% | Q2 2019 | Q3 2023 | 18 |
FACTORY MUTUAL INSURANCE CO | 18 | 18 | 0.34% | 0.70% | 1.10% | Q2 2019 | Q3 2023 | 18 |
Mitsubishi UFJ Trust & Banking Corp | 18 | 18 | 0.04% | 0.06% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Tortoise Investment Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Wealthfront Advisers LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Abbrea Capital, LLC | 18 | 18 | 0.04% | 0.07% | 0.09% | Q2 2019 | Q3 2023 | 18 |
Larson Financial Group LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Legacy Bridge, LLC | 18 | 18 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 18 |
Douglass Winthrop Advisors, LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Princeton Global Asset Management LLC | 18 | 18 | 0.00% | 0.05% | 0.25% | Q2 2019 | Q3 2023 | 18 |
Community Bank, N.A. | 18 | 18 | 0.03% | 0.06% | 0.16% | Q2 2019 | Q3 2023 | 18 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 18 | 18 | 0.06% | 0.11% | 0.22% | Q2 2019 | Q3 2023 | 18 |
CIBC Asset Management Inc | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Allworth Financial LP | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Linscomb & Williams, Inc. | 18 | 18 | 0.07% | 0.19% | 0.32% | Q2 2019 | Q3 2023 | 18 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 18 | 18 | 0.01% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Glenview Trust Co | 18 | 18 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Argyle Capital Management Inc. | 18 | 18 | 0.37% | 0.54% | 0.75% | Q2 2019 | Q3 2023 | 18 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 18 | 18 | 0.06% | 0.08% | 0.12% | Q2 2019 | Q3 2023 | 18 |
Gardner Russo & Gardner | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
SEI INVESTMENTS CO | 18 | 18 | 0.01% | 0.09% | 0.14% | Q2 2019 | Q3 2023 | 18 |
SALEM INVESTMENT COUNSELORS INC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Chesley Taft & Associates LLC | 18 | 18 | 0.02% | 0.08% | 0.21% | Q2 2019 | Q3 2023 | 18 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 18 | 18 | 0.00% | 0.08% | 0.46% | Q2 2019 | Q3 2023 | 18 |
DODGE & COX | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
VAN ECK ASSOCIATES CORP | 18 | 18 | 0.03% | 0.48% | 0.86% | Q2 2019 | Q3 2023 | 18 |
PANAGORA ASSET MANAGEMENT INC | 18 | 18 | 0.00% | 0.08% | 0.38% | Q2 2019 | Q3 2023 | 18 |
FINANCIAL COUNSELORS INC | 18 | 18 | 0.04% | 0.06% | 0.13% | Q2 2019 | Q3 2023 | 18 |
WealthTrust Axiom LLC | 18 | 18 | 0.10% | 0.13% | 0.16% | Q2 2019 | Q3 2023 | 18 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 18 | 18 | 0.03% | 0.07% | 0.12% | Q2 2019 | Q3 2023 | 18 |
SYNOVUS FINANCIAL CORP | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
PINNACLE ASSOCIATES LTD | 18 | 18 | 0.02% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 18 |
TORONTO DOMINION BANK | 18 | 18 | 0.01% | 0.03% | 0.07% | Q2 2019 | Q3 2023 | 18 |
Hosking Partners LLP | 18 | 18 | 0.07% | 0.12% | 0.30% | Q2 2019 | Q3 2023 | 18 |
DEUTSCHE BANK AG\ | 18 | 18 | 0.03% | 0.11% | 0.17% | Q2 2019 | Q3 2023 | 18 |
Stonehage Fleming Financial Services Holdings Ltd | 18 | 18 | 0.00% | 0.01% | 0.05% | Q2 2019 | Q3 2023 | 18 |
CANADA PENSION PLAN INVESTMENT BOARD | 18 | 18 | 0.05% | 0.08% | 0.12% | Q2 2019 | Q3 2023 | 18 |
Simmons Bank | 18 | 18 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
GLENMEDE TRUST CO NA | 18 | 18 | 0.08% | 0.14% | 0.22% | Q2 2019 | Q3 2023 | 18 |
Bank of New York Mellon Corp | 18 | 18 | 0.04% | 0.07% | 0.09% | Q2 2019 | Q3 2023 | 18 |
American Assets Investment Management, LLC | 18 | 18 | 0.07% | 0.11% | 0.20% | Q2 2019 | Q3 2023 | 18 |
PRIVATE ASSET MANAGEMENT INC | 18 | 18 | 0.11% | 0.36% | 0.60% | Q2 2019 | Q3 2023 | 18 |
Raymond James Financial Services Advisors, Inc. | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Greenwich Wealth Management LLC | 18 | 18 | 0.14% | 0.22% | 0.30% | Q2 2019 | Q3 2023 | 18 |
WHITTIER TRUST CO | 18 | 18 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 18 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 18 | 18 | 0.30% | 0.37% | 0.51% | Q2 2019 | Q3 2023 | 18 |
STIFEL FINANCIAL CORP | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
VICTORY CAPITAL MANAGEMENT INC | 18 | 18 | 0.00% | 0.12% | 0.31% | Q2 2019 | Q3 2023 | 18 |
MORGAN STANLEY | 18 | 18 | 0.01% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 18 |
LOWE BROCKENBROUGH & CO INC | 18 | 18 | 0.08% | 0.12% | 0.16% | Q2 2019 | Q3 2023 | 18 |
CAMBIAR INVESTORS LLC | 18 | 18 | 0.75% | 1.77% | 2.64% | Q2 2019 | Q3 2023 | 18 |
DAVENPORT & Co LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
PNC FINANCIAL SERVICES GROUP, INC. | 18 | 18 | 0.04% | 0.04% | 0.05% | Q2 2019 | Q3 2023 | 18 |
Wesleyan Assurance Society | 18 | 18 | 0.14% | 0.19% | 0.27% | Q2 2019 | Q3 2023 | 18 |
APG Asset Management N.V. | 18 | 18 | 0.00% | 0.06% | 0.09% | Q2 2019 | Q3 2023 | 18 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 18 | 18 | 0.04% | 0.06% | 0.10% | Q2 2019 | Q3 2023 | 18 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 18 | 18 | 0.04% | 0.06% | 0.09% | Q2 2019 | Q3 2023 | 18 |
Cito Capital Group, LLC | 18 | 18 | 0.13% | 0.16% | 0.20% | Q2 2019 | Q3 2023 | 18 |
Plante Moran Financial Advisors, LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
D.A. DAVIDSON & CO. | 18 | 18 | 0.02% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 18 |
MML INVESTORS SERVICES, LLC | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
CIBC WORLD MARKETS CORP | 18 | 18 | 0.01% | 0.10% | 0.37% | Q2 2019 | Q3 2023 | 18 |
Russell Investments Group, Ltd. | 18 | 18 | 0.05% | 0.15% | 0.23% | Q2 2019 | Q3 2023 | 18 |
STATE STREET CORP | 18 | 18 | 0.08% | 0.10% | 0.12% | Q2 2019 | Q3 2023 | 18 |
Cetera Investment Advisers | 18 | 18 | 0.01% | 0.03% | 0.07% | Q2 2019 | Q3 2023 | 18 |
DAVIDSON INVESTMENT ADVISORS | 18 | 18 | 0.69% | 0.80% | 0.99% | Q2 2019 | Q3 2023 | 18 |
1ST SOURCE BANK | 18 | 18 | 0.05% | 0.07% | 0.09% | Q2 2019 | Q3 2023 | 18 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 18 | 18 | 0.04% | 0.06% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Neuberger Berman Group LLC | 18 | 18 | 0.02% | 0.04% | 0.09% | Q2 2019 | Q3 2023 | 18 |
FIRST FOUNDATION ADVISORS | 18 | 18 | 0.02% | 0.05% | 0.10% | Q2 2019 | Q3 2023 | 18 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 18 | 18 | 0.03% | 0.07% | 0.15% | Q2 2019 | Q3 2023 | 18 |
Glassman Wealth Services | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
ST GERMAIN D J CO INC | 15 | 3 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q4 2023 | 18 |
Gradient Investments LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Stratos Wealth Partners, LTD. | 18 | 18 | 0.01% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
STALEY CAPITAL ADVISERS INC | 18 | 18 | 0.86% | 1.20% | 1.58% | Q2 2019 | Q3 2023 | 18 |
Kentucky Retirement Systems | 18 | 18 | 0.08% | 0.10% | 0.14% | Q2 2019 | Q3 2023 | 18 |
Crossmark Global Holdings, Inc. | 18 | 18 | 0.03% | 0.07% | 0.17% | Q2 2019 | Q3 2023 | 18 |
Cetera Advisors LLC | 18 | 18 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
KBC Group NV | 18 | 18 | 0.02% | 0.05% | 0.12% | Q2 2019 | Q3 2023 | 18 |
Mengis Capital Management, Inc. | 18 | 18 | 0.06% | 0.08% | 0.16% | Q2 2019 | Q3 2023 | 18 |
NewSquare Capital LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Boston Partners | 18 | 18 | 0.26% | 0.55% | 0.98% | Q2 2019 | Q3 2023 | 18 |
Capital Analysts, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
EMINENCE CAPITAL, LP | 17 | 17 | 0.12% | 2.02% | 4.32% | Q3 2019 | Q3 2023 | 18 |
Laurel Wealth Advisors LLC | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
TCW GROUP INC | 18 | 18 | 0.01% | 0.19% | 0.64% | Q2 2019 | Q3 2023 | 18 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 18 | 18 | 0.02% | 0.09% | 0.45% | Q2 2019 | Q3 2023 | 18 |
LPL Financial LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Bollard Group LLC | 18 | 18 | 0.01% | 0.01% | 0.06% | Q2 2019 | Q3 2023 | 18 |
METROPOLITAN LIFE INSURANCE CO/NY | 18 | 18 | 0.05% | 0.07% | 0.12% | Q2 2019 | Q3 2023 | 18 |
SIGNATUREFD, LLC | 18 | 18 | 0.01% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Cardinal Capital Management | 18 | 18 | 0.18% | 0.24% | 0.33% | Q2 2019 | Q3 2023 | 18 |
Garner Asset Management Corp | 18 | 18 | 0.28% | 0.40% | 0.59% | Q2 2019 | Q3 2023 | 18 |
Employees Retirement System of Texas | 18 | 18 | 0.07% | 0.32% | 0.50% | Q2 2019 | Q3 2023 | 18 |
Chevy Chase Trust Holdings, LLC | 18 | 18 | 0.06% | 0.08% | 0.11% | Q2 2019 | Q3 2023 | 18 |
THRIVENT FINANCIAL FOR LUTHERANS | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
PROFFITT & GOODSON INC | 18 | 18 | 0.03% | 0.08% | 0.12% | Q2 2019 | Q3 2023 | 18 |
NBT BANK N A /NY | 18 | 18 | 0.05% | 0.07% | 0.12% | Q2 2019 | Q3 2023 | 18 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 18 | 18 | 0.00% | 0.01% | 0.05% | Q2 2019 | Q3 2023 | 18 |
Ancora Advisors LLC | 18 | 18 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 18 | 18 | 0.04% | 0.05% | 0.07% | Q2 2019 | Q3 2023 | 18 |
COURIER CAPITAL LLC | 18 | 18 | 0.03% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Allianz Asset Management GmbH | 18 | 18 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
OPPENHEIMER ASSET MANAGEMENT INC. | 18 | 18 | 0.02% | 0.03% | 0.09% | Q2 2019 | Q3 2023 | 18 |
BRYN MAWR TRUST Co | 18 | 18 | 0.02% | 0.06% | 0.18% | Q2 2019 | Q3 2023 | 18 |
NOMURA ASSET MANAGEMENT CO LTD | 18 | 18 | 0.05% | 0.10% | 0.20% | Q2 2019 | Q3 2023 | 18 |
Rockefeller Capital Management L.P. | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Legal & General Group Plc | 18 | 18 | 0.06% | 0.09% | 0.12% | Q2 2019 | Q3 2023 | 18 |
Focused Wealth Management, Inc | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
OAKVIEW CAPITAL MANAGEMENT, L.P. | 18 | 18 | 5.38% | 6.79% | 8.82% | Q2 2019 | Q3 2023 | 18 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
INGALLS & SNYDER LLC | 18 | 18 | 0.01% | 0.03% | 0.07% | Q2 2019 | Q3 2023 | 18 |
BlackRock Inc. | 18 | 18 | 0.07% | 0.08% | 0.12% | Q2 2019 | Q3 2023 | 18 |
KELLEHER FINANCIAL ADVISORS | 18 | 18 | 0.32% | 0.87% | 1.22% | Q2 2019 | Q3 2023 | 18 |
Livforsakringsbolaget Skandia, Omsesidigt | 18 | 18 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
MACQUARIE GROUP LTD | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
CULLINAN ASSOCIATES INC | 18 | 18 | 0.08% | 0.48% | 0.81% | Q2 2019 | Q3 2023 | 18 |
Korea Investment CORP | 18 | 18 | 0.02% | 0.06% | 0.10% | Q2 2019 | Q3 2023 | 18 |
HANCOCK WHITNEY CORP | 14 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 17 |
LINCOLN NATIONAL CORP | 14 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 17 |
Lindbrook Capital, LLC | 17 | 17 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.04% | 0.05% | 0.08% | Q2 2019 | Q2 2023 | 17 |
Advisors Asset Management, Inc. | 14 | 3 | 0.01% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 17 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 12 | 5 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 17 |
AdvisorNet Financial, Inc | 17 | 17 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 17 |
FIRST HAWAIIAN BANK | 17 | 17 | 0.02% | 0.03% | 0.03% | Q3 2019 | Q3 2023 | 17 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 15 | 2 | 0.03% | 0.07% | 0.10% | Q2 2019 | Q3 2023 | 17 |
BOKF, NA | 9 | 8 | 0.03% | 0.07% | 0.20% | Q2 2019 | Q3 2023 | 17 |
HARTFORD INVESTMENT MANAGEMENT CO | 17 | 17 | 0.06% | 0.10% | 0.15% | Q3 2019 | Q3 2023 | 17 |
Parallel Advisors, LLC | 17 | 17 | 0.03% | 0.05% | 0.08% | Q3 2019 | Q3 2023 | 17 |
Rehmann Capital Advisory Group | 15 | 2 | 0.25% | 0.32% | 0.44% | Q2 2019 | Q3 2023 | 17 |
CLARK ESTATES INC/NY | 17 | 17 | 0.58% | 1.88% | 4.07% | Q2 2019 | Q2 2023 | 17 |
Riggs Asset Managment Co. Inc. | 12 | 5 | 0.01% | 0.03% | 0.37% | Q2 2019 | Q3 2023 | 17 |
Laird Norton Wetherby Wealth Management, LLC | 17 | 17 | 0.03% | 0.04% | 0.07% | Q3 2019 | Q3 2023 | 17 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 17 |
Meiji Yasuda Asset Management Co Ltd. | 14 | 3 | 0.02% | 0.06% | 0.10% | Q2 2019 | Q3 2023 | 17 |
ROTHSCHILD INVESTMENT LLC /IL | 12 | 5 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 17 |
Exchange Capital Management, Inc. | 17 | 17 | 0.10% | 0.43% | 0.64% | Q3 2019 | Q3 2023 | 17 |
Candriam S.C.A. | 10 | 7 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 17 |
First Personal Financial Services | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
WESBANCO BANK INC | 11 | 6 | 0.06% | 0.09% | 0.20% | Q2 2019 | Q3 2023 | 17 |
SG Americas Securities, LLC | 15 | 2 | 0.00% | 0.01% | 0.06% | Q2 2019 | Q3 2023 | 17 |
IFP Advisors, Inc | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
TD ASSET MANAGEMENT INC | 17 | 17 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
FIDUCIARY TRUST CO | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Veritable, L.P. | 17 | 17 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q2 2023 | 17 |
CREDIT AGRICOLE S A | 15 | 2 | 0.00% | 0.03% | 0.10% | Q2 2019 | Q3 2023 | 17 |
Vigilant Capital Management, LLC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2023 | 17 |
WELCH & FORBES LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
AMERICAN CENTURY COMPANIES INC | 16 | 1 | 0.00% | 0.00% | 0.03% | Q2 2019 | Q3 2023 | 17 |
Prestige Wealth Management Group LLC | 17 | 17 | 0.00% | 0.02% | 0.13% | Q3 2019 | Q3 2023 | 17 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 17 | 17 | 0.01% | 0.57% | 0.87% | Q3 2019 | Q3 2023 | 17 |
Ipswich Investment Management Co., Inc. | 17 | 17 | 0.09% | 0.13% | 0.18% | Q3 2019 | Q3 2023 | 17 |
BRADLEY FOSTER & SARGENT INC/CT | 13 | 4 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 17 |
Baystate Wealth Management LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Principle Wealth Partners LLC | 17 | 17 | 0.06% | 0.08% | 0.13% | Q3 2019 | Q3 2023 | 17 |
GAM Holding AG | 16 | 1 | 0.02% | 0.12% | 0.24% | Q2 2019 | Q3 2023 | 17 |
FIRST NATIONAL TRUST CO | 9 | 8 | 0.01% | 0.03% | 0.10% | Q2 2019 | Q3 2023 | 17 |
WASHINGTON TRUST Co | 17 | 17 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
MOODY NATIONAL BANK TRUST DIVISION | 17 | 17 | 0.02% | 0.06% | 0.14% | Q3 2019 | Q3 2023 | 17 |
BerganKDV Wealth Management, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 17 |
MCF Advisors LLC | 10 | 7 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 17 |
HBK Sorce Advisory LLC | 14 | 3 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 17 |
MACKENZIE FINANCIAL CORP | 17 | 17 | 0.14% | 0.22% | 0.34% | Q3 2019 | Q3 2023 | 17 |
SAWGRASS ASSET MANAGEMENT LLC | 10 | 7 | 0.02% | 0.05% | 0.10% | Q2 2019 | Q3 2023 | 17 |
Baldwin Investment Management, LLC | 17 | 17 | 0.06% | 0.26% | 0.41% | Q3 2019 | Q3 2023 | 17 |
Bronte Capital Management Pty Ltd. | 17 | 17 | 2.60% | 4.22% | 6.20% | Q3 2019 | Q3 2023 | 17 |
Ballentine Partners, LLC | 17 | 17 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
LEVEL FOUR ADVISORY SERVICES, LLC | 9 | 8 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 17 |
McIlrath & Eck, LLC | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
WEDBUSH SECURITIES INC | 12 | 5 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 17 |
Kistler-Tiffany Companies, LLC | 17 | 17 | 0.03% | 0.11% | 0.26% | Q2 2019 | Q2 2023 | 17 |
DUNCKER STREETT & CO INC | 16 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 17 |
Mraz, Amerine & Associates, Inc. | 17 | 17 | 0.11% | 0.15% | 0.19% | Q3 2019 | Q3 2023 | 17 |
Cambridge Investment Research Advisors, Inc. | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Bogart Wealth, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
JOHNSON INVESTMENT COUNSEL INC | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
ACADIAN ASSET MANAGEMENT LLC | 17 | 17 | 0.00% | 0.02% | 0.16% | Q2 2019 | Q2 2023 | 17 |
Avior Wealth Management, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Olstein Capital Management, L.P. | 17 | 17 | 0.59% | 1.26% | 1.63% | Q3 2019 | Q3 2023 | 17 |
REGIONS FINANCIAL CORP | 17 | 17 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 17 |
EAGLE ASSET MANAGEMENT INC | 17 | 17 | 0.31% | 0.48% | 0.84% | Q3 2019 | Q3 2023 | 17 |
DekaBank Deutsche Girozentrale | 16 | 1 | 0.01% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 17 |
FIRST MERCHANTS CORP | 17 | 17 | 0.08% | 0.29% | 0.40% | Q3 2019 | Q3 2023 | 17 |
Nikko Asset Management Americas, Inc. | 17 | 17 | 0.07% | 0.36% | 0.74% | Q3 2019 | Q3 2023 | 17 |
Valeo Financial Advisors, LLC | 17 | 17 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
North Star Investment Management Corp. | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
AMG National Trust Bank | 17 | 17 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q2 2023 | 17 |
Global Trust Asset Management, LLC | 17 | 17 | 0.01% | 0.36% | 0.60% | Q3 2019 | Q3 2023 | 17 |
Oakworth Capital, Inc. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Grantham, Mayo, Van Otterloo & Co. LLC | 17 | 17 | 0.00% | 0.10% | 0.18% | Q3 2019 | Q3 2023 | 17 |
Pacific Center for Financial Services | 14 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.07% | 0.09% | 0.11% | Q4 2019 | Q4 2023 | 17 |
BANK OF MONTREAL /CAN/ | 15 | 2 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 17 |
B. Riley Wealth Advisors, Inc. | 14 | 3 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 17 |
Ellevest, Inc. | 17 | 17 | 0.00% | 0.02% | 0.06% | Q3 2019 | Q3 2023 | 17 |
COMERICA BANK | 15 | 2 | 0.01% | 0.07% | 0.10% | Q2 2019 | Q3 2023 | 17 |
SENTRY INVESTMENT MANAGEMENT LLC | 13 | 4 | 0.05% | 0.09% | 0.13% | Q2 2019 | Q3 2023 | 17 |
Tower Research Capital LLC (TRC) | 15 | 2 | 0.00% | 0.05% | 0.23% | Q2 2019 | Q3 2023 | 17 |
Timber Creek Capital Management LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Aviance Capital Partners, LLC | 14 | 3 | 0.05% | 0.12% | 0.20% | Q2 2019 | Q3 2023 | 17 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 17 | 17 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2023 | 17 |
GABELLI FUNDS LLC | 14 | 3 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 17 |
Moisand Fitzgerald Tamayo, LLC | 11 | 6 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 17 |
ZWJ INVESTMENT COUNSEL INC | 17 | 17 | 0.83% | 1.53% | 2.14% | Q3 2019 | Q3 2023 | 17 |
MERCER GLOBAL ADVISORS INC /ADV | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
HUNTINGTON NATIONAL BANK | 17 | 17 | 0.02% | 0.12% | 0.23% | Q3 2019 | Q3 2023 | 17 |
Bartlett & Co. LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2023 | 17 |
1832 Asset Management L.P. | 10 | 7 | 0.00% | 0.02% | 0.22% | Q2 2019 | Q3 2023 | 17 |
Skandinaviska Enskilda Banken AB (publ) | 17 | 17 | 0.01% | 0.08% | 0.21% | Q3 2019 | Q3 2023 | 17 |
FDx Advisors, Inc. | 16 | 1 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 17 |
Vestmark Advisory Solutions, Inc. | 17 | 17 | 0.02% | 0.06% | 0.10% | Q2 2019 | Q2 2023 | 17 |
Westhampton Capital, LLC | 14 | 3 | 0.19% | 0.25% | 0.32% | Q2 2019 | Q3 2023 | 17 |
Global Retirement Partners, LLC | 10 | 7 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 17 |
ING GROEP NV | 13 | 4 | 0.01% | 0.06% | 0.16% | Q2 2019 | Q3 2023 | 17 |
Sigma Planning Corp | 17 | 17 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 17 |
J.P. Morgan Private Wealth Advisors LLC | 16 | 1 | 0.02% | 0.06% | 0.15% | Q2 2019 | Q3 2023 | 17 |
Banque Cantonale Vaudoise | 16 | 16 | 0.03% | 0.04% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Callahan Advisors, LLC | 16 | 16 | 0.13% | 0.59% | 1.11% | Q4 2019 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Probity Advisors, Inc. | 8 | 2 | 0.08% | 0.10% | 0.13% | Q2 2019 | Q3 2023 | 16 |
PRUDENTIAL PLC | 9 | 7 | 0.01% | 0.10% | 0.27% | Q2 2019 | Q3 2023 | 16 |
First Command Bank | 16 | 16 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2023 | 16 |
Murphy Pohlad Asset Management LLC | 16 | 16 | 0.92% | 1.93% | 2.57% | Q4 2019 | Q3 2023 | 16 |
FAYEZ SAROFIM & CO | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 16 |
NAPLES GLOBAL ADVISORS, LLC | 16 | 16 | 0.07% | 0.36% | 0.49% | Q4 2019 | Q3 2023 | 16 |
Advisory Services Network, LLC | 16 | 16 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Ethic Inc. | 16 | 16 | 0.02% | 0.13% | 0.27% | Q4 2019 | Q3 2023 | 16 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.07% | 0.23% | Q2 2019 | Q3 2023 | 16 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 16 | 16 | 0.08% | 0.10% | 0.14% | Q2 2019 | Q1 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Evercore Wealth Management, LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
EXCHANGE TRADED CONCEPTS, LLC | 11 | 5 | 0.00% | 0.01% | 0.12% | Q4 2019 | Q4 2023 | 16 |
Illinois Municipal Retirement Fund | 16 | 16 | 0.03% | 0.21% | 0.40% | Q4 2019 | Q3 2023 | 16 |
COHEN & STEERS, INC. | 16 | 16 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Investment Research & Advisory Group, Inc. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Arden Trust Co | 16 | 16 | 0.04% | 0.08% | 0.14% | Q3 2019 | Q2 2023 | 16 |
Gleason Group, Inc. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
NATIXIS | 13 | 3 | 0.00% | 0.09% | 0.43% | Q2 2019 | Q3 2023 | 16 |
Winch Advisory Services, LLC | 12 | 4 | 0.00% | 0.00% | 0.03% | Q2 2019 | Q3 2023 | 16 |
Johnson Financial Group, Inc. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
Centerpoint Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2023 | 16 |
Supplemental Annuity Collective Trust of NJ | 14 | 1 | 0.09% | 0.37% | 0.57% | Q2 2019 | Q3 2023 | 16 |
Beaton Management Co. Inc. | 14 | 2 | 0.19% | 0.23% | 0.28% | Q3 2019 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
SPROTT INC. | 16 | 16 | 0.01% | 0.08% | 0.15% | Q4 2019 | Q3 2023 | 16 |
TCI Wealth Advisors, Inc. | 16 | 16 | 0.02% | 0.04% | 0.07% | Q3 2019 | Q2 2023 | 16 |
Capital Asset Advisory Services LLC | 16 | 16 | 0.05% | 0.10% | 0.17% | Q4 2019 | Q3 2023 | 16 |
Aspire Private Capital, LLC | 13 | 3 | 0.01% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 16 |
Sequoia Financial Advisors, LLC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 16 |
Atria Investments, Inc | 16 | 16 | 0.01% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Truvestments Capital LLC | 8 | 2 | 0.00% | 0.01% | 0.06% | Q2 2019 | Q3 2023 | 16 |
Roble, Belko & Company, Inc | 11 | 5 | 0.00% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 16 |
TimeScale Financial, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 16 |
Parcion Private Wealth LLC | 16 | 16 | 0.11% | 0.15% | 0.21% | Q4 2019 | Q3 2023 | 16 |
Independent Franchise Partners LLP | 16 | 16 | 4.26% | 5.46% | 7.00% | Q4 2019 | Q3 2023 | 16 |
TRUST CO OF VERMONT | 16 | 16 | 0.02% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
AQR Capital Management | 14 | 2 | 0.00% | 0.06% | 0.12% | Q3 2019 | Q3 2023 | 16 |
Fernwood Investment Management, LLC | 14 | 2 | 0.10% | 0.21% | 0.28% | Q3 2019 | Q3 2023 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
CLEAR INVESTMENT RESEARCH, LLC | 14 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Glenview Capital Management | 16 | 16 | 0.88% | 1.70% | 2.70% | Q4 2019 | Q3 2023 | 16 |
Stanley Capital Management, LLC | 16 | 16 | 1.82% | 3.88% | 5.02% | Q4 2019 | Q3 2023 | 16 |
Endurance Wealth Management, Inc. | 16 | 16 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2023 | 16 |
Sheaff Brock Investment Advisors, LLC | 8 | 3 | 0.01% | 0.04% | 0.09% | Q2 2019 | Q3 2023 | 16 |
Essex Financial Services, Inc. | 13 | 3 | 0.03% | 0.05% | 0.14% | Q2 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
True North Advisors, LLC | 16 | 16 | 1.15% | 2.26% | 3.74% | Q4 2019 | Q3 2023 | 16 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 16 | 16 | 0.04% | 0.09% | 0.14% | Q4 2019 | Q3 2023 | 16 |
Vectors Research Management, LLC | 13 | 3 | 0.01% | 0.05% | 0.17% | Q2 2019 | Q3 2023 | 16 |
First Command Financial Services, Inc. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2023 | 16 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Andra AP-fonden | 10 | 6 | 0.02% | 0.19% | 0.37% | Q3 2019 | Q3 2023 | 16 |
Horizon Investments, LLC | 14 | 1 | 0.01% | 0.11% | 1.38% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
PineBridge Investments, L.P. | 11 | 4 | 0.00% | 0.09% | 0.36% | Q3 2019 | Q2 2023 | 15 |
HALL LAURIE J TRUSTEE | 13 | 2 | 0.01% | 0.03% | 0.08% | Q3 2019 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 15 |
Sargent Bickham Lagudis LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 15 |
Red Cedar Capital, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2022 | 15 |
AUA CAPITAL MANAGEMENT, LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q4 2022 | 15 |
TRUSTCORE FINANCIAL SERVICES, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2022 | 15 |
CHELSEA COUNSEL CO | 15 | 15 | 0.15% | 0.19% | 0.26% | Q1 2020 | Q3 2023 | 15 |
GOFEN & GLOSSBERG LLC /IL/ | 15 | 15 | 0.12% | 0.15% | 0.18% | Q2 2019 | Q4 2022 | 15 |
Aull & Monroe Investment Management Corp | 12 | 3 | 0.11% | 0.13% | 0.16% | Q2 2019 | Q3 2023 | 15 |
NORGES BANK | 15 | 15 | 0.01% | 0.06% | 0.12% | Q2 2019 | Q4 2022 | 15 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 15 | 15 | 0.00% | 0.07% | 0.28% | Q2 2019 | Q4 2022 | 15 |
Lido Advisors, LLC | 13 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 15 |
ROYAL LONDON ASSET MANAGEMENT LTD | 15 | 15 | 0.04% | 0.06% | 0.07% | Q1 2020 | Q3 2023 | 15 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 15 | 15 | 0.24% | 1.65% | 2.49% | Q2 2019 | Q4 2022 | 15 |
Keeley-Teton Advisors, LLC | 15 | 15 | 0.06% | 0.10% | 0.14% | Q3 2019 | Q1 2023 | 15 |
HOWLAND CAPITAL MANAGEMENT LLC | 9 | 6 | 0.01% | 0.03% | 0.07% | Q2 2019 | Q2 2023 | 15 |
PUTNAM INVESTMENTS LLC | 12 | 3 | 0.00% | 0.49% | 0.85% | Q2 2019 | Q3 2023 | 15 |
BANK OF THE WEST | 15 | 15 | 0.08% | 0.23% | 0.45% | Q2 2019 | Q4 2022 | 15 |
EVOKE WEALTH, LLC | 15 | 15 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q1 2023 | 15 |
SEEYOND | 15 | 15 | 0.01% | 0.06% | 0.18% | Q2 2019 | Q4 2022 | 15 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 12 | 1 | 0.07% | 0.10% | 0.14% | Q3 2019 | Q3 2023 | 15 |
Caption Management, LLC | 4 | 2 | 0.03% | 0.12% | 0.19% | Q1 2020 | Q4 2021 | 15 |
LORD, ABBETT & CO. LLC | 15 | 15 | 0.04% | 0.14% | 0.27% | Q2 2019 | Q4 2022 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.01% | 0.09% | 0.17% | Q1 2020 | Q3 2023 | 15 |
UMB Bank, n.a. | 12 | 3 | 0.01% | 0.08% | 0.26% | Q2 2019 | Q3 2023 | 15 |
Tidal Investments LLC | 15 | 15 | 0.15% | 0.20% | 0.32% | Q1 2020 | Q3 2023 | 15 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 14 | 1 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 15 |
Citizens National Bank Trust Department | 15 | 15 | 0.12% | 0.18% | 0.22% | Q1 2020 | Q3 2023 | 15 |
Pointe Capital Management LLC | 12 | 3 | 0.16% | 0.23% | 0.35% | Q3 2019 | Q3 2023 | 15 |
CoreCommodity Management, LLC | 15 | 15 | 1.34% | 1.88% | 3.34% | Q1 2020 | Q3 2023 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Stonebridge Capital Advisors LLC | 11 | 4 | 0.00% | 0.02% | 0.12% | Q2 2019 | Q3 2023 | 15 |
USS Investment Management Ltd | 15 | 15 | 0.01% | 0.08% | 0.12% | Q1 2020 | Q3 2023 | 15 |
S.E.E.D. Planning Group LLC | 15 | 15 | 0.15% | 1.10% | 2.31% | Q1 2020 | Q3 2023 | 15 |
FORSTA AP-FONDEN | 15 | 15 | 0.06% | 0.09% | 0.14% | Q1 2020 | Q3 2023 | 15 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 12 | 3 | 0.01% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 15 |
Private Portfolio Partners LLC | 12 | 3 | 0.08% | 0.09% | 0.10% | Q2 2019 | Q3 2023 | 15 |
AUGUSTINE ASSET MANAGEMENT INC | 15 | 15 | 0.19% | 0.33% | 0.54% | Q1 2020 | Q3 2023 | 15 |
ENTERPRISE FINANCIAL SERVICES CORP | 9 | 6 | 0.02% | 0.07% | 0.18% | Q2 2019 | Q3 2023 | 15 |
Saturna Capital CORP | 11 | 4 | 0.03% | 0.55% | 1.55% | Q2 2019 | Q3 2023 | 15 |
Canal Capital Management, LLC | 12 | 3 | 0.06% | 0.09% | 0.13% | Q2 2019 | Q3 2023 | 15 |
TELEMUS CAPITAL, LLC | 15 | 15 | 0.04% | 0.12% | 0.20% | Q1 2020 | Q3 2023 | 15 |
Trust Co | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Lee Financial Co | 11 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 15 |
Global Wealth Management Investment Advisory, Inc. | 13 | 2 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 15 |
Reynders McVeigh Capital Management, LLC | 13 | 2 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 15 |
J. W. Coons Advisors, LLC | 15 | 15 | 0.20% | 0.31% | 0.44% | Q1 2020 | Q3 2023 | 15 |
Fiduciary Group LLC | 12 | 3 | 0.03% | 0.04% | 0.10% | Q2 2019 | Q3 2023 | 15 |
Freestone Capital Holdings, LLC | 13 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 15 |
WELLINGTON MANAGEMENT GROUP LLP | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 15 |
Rodgers Brothers Inc. | 15 | 15 | 0.13% | 0.18% | 0.24% | Q2 2019 | Q4 2022 | 15 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 12 | 1 | 0.01% | 0.22% | 0.43% | Q4 2019 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.02% | 0.05% | 0.12% | Q2 2020 | Q3 2023 | 14 |
LOOMIS SAYLES & CO L P | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 14 |
NewEdge Advisors, LLC | 8 | 3 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 14 |
Squarepoint Ops LLC | 10 | 1 | 0.00% | 0.04% | 0.14% | Q3 2019 | Q3 2023 | 14 |
WEYBOSSET RESEARCH & MANAGEMENT LLC | 9 | 5 | 0.08% | 0.15% | 0.20% | Q4 2019 | Q2 2023 | 14 |
VESTOR CAPITAL, LLC | 12 | 2 | 0.01% | 0.95% | 2.03% | Q4 2019 | Q2 2023 | 14 |
REGENTATLANTIC CAPITAL LLC | 14 | 14 | 0.04% | 0.05% | 0.08% | Q2 2019 | Q3 2022 | 14 |
ONTARIO TEACHERS PENSION PLAN BOARD | 11 | 3 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 14 |
Covington Capital Management | 14 | 14 | 0.02% | 0.03% | 0.06% | Q2 2019 | Q3 2022 | 14 |
ALLSTATE CORP | 14 | 14 | 0.01% | 0.04% | 0.10% | Q3 2019 | Q4 2022 | 14 |
Sound Income Strategies, LLC | 8 | 3 | 0.00% | 0.01% | 0.07% | Q2 2019 | Q3 2023 | 14 |
American Portfolios Advisors | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2022 | 14 |
MUFG Americas Holdings Corp | 14 | 14 | 0.04% | 0.05% | 0.09% | Q2 2019 | Q3 2022 | 14 |
AVANTAX ADVISORY SERVICES, INC. | 11 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.04% | 0.07% | 0.13% | Q2 2020 | Q3 2023 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
ZACKS INVESTMENT MANAGEMENT | 14 | 14 | 0.00% | 0.19% | 0.84% | Q2 2020 | Q3 2023 | 14 |
MARIETTA INVESTMENT PARTNERS LLC | 12 | 2 | 0.06% | 0.08% | 0.11% | Q2 2019 | Q3 2023 | 14 |
AGF INVESTMENTS INC. | 14 | 14 | 0.00% | 0.38% | 1.04% | Q2 2019 | Q3 2022 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
EP Wealth Advisors, LLC | 7 | 3 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 14 |
CITIZENS FINANCIAL GROUP INC/RI | 9 | 5 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 14 |
BDO Wealth Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 14 |
Hudock, Inc. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2022 | 14 |
Savant Capital, LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
CYPRESS CAPITAL MANAGEMENT LLC | 14 | 14 | 0.09% | 0.18% | 0.49% | Q2 2019 | Q3 2022 | 14 |
Financial Management Professionals, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Roundview Capital LLC | 9 | 1 | 0.02% | 0.06% | 0.16% | Q2 2019 | Q3 2023 | 14 |
Sessa Capital IM, L.P. | 13 | 13 | 0.33% | 10.24% | 18.27% | Q2 2019 | Q2 2022 | 14 |
TIAA, FSB | 11 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 14 |
American Research & Management Co. | 14 | 14 | 0.03% | 0.05% | 0.09% | Q2 2019 | Q3 2022 | 14 |
Vident Investment Advisory, LLC | 14 | 14 | 0.01% | 0.04% | 0.10% | Q1 2020 | Q2 2023 | 14 |
Ninety One UK Ltd | 7 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 14 |
ATWOOD & PALMER INC | 12 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 14 |
TWO SIGMA SECURITIES, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 14 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 14 | 14 | 0.06% | 0.14% | 0.26% | Q2 2020 | Q3 2023 | 14 |
Legacy Advisors, LLC | 12 | 1 | 0.07% | 0.10% | 0.14% | Q2 2019 | Q3 2023 | 14 |
Capital Investment Advisory Services, LLC | 12 | 2 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q3 2023 | 14 |
Allred Capital Management, LLC | 12 | 1 | 0.10% | 0.15% | 0.20% | Q2 2019 | Q3 2023 | 14 |
JONES FINANCIAL COMPANIES LLLP | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 14 |
Summit Place Financial Advisors, LLC | 13 | 1 | 0.42% | 0.89% | 1.67% | Q4 2019 | Q3 2023 | 14 |
JFS WEALTH ADVISORS, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 14 |
Horan Securities, Inc. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2023 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
FARMERS & MERCHANTS INVESTMENTS INC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
TCTC Holdings, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
FUKOKU MUTUAL LIFE INSURANCE Co | 13 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q1 2023 | 14 |
GREAT VALLEY ADVISOR GROUP, INC. | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.01% | 0.07% | 0.25% | Q2 2019 | Q3 2022 | 14 |
BRANDES INVESTMENT PARTNERS, LP | 14 | 14 | 0.27% | 0.63% | 1.47% | Q2 2020 | Q3 2023 | 14 |
PARK AVENUE SECURITIES LLC | 14 | 14 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
EATON VANCE MANAGEMENT | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2022 | 14 |
Symmetry Partners, LLC | 14 | 14 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q4 2023 | 14 |
MEEDER ASSET MANAGEMENT INC | 10 | 3 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2022 | 13 |
Prime Capital Investment Advisors, LLC | 7 | 6 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 13 |
CX Institutional | 9 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 13 |
KEMPNER CAPITAL MANAGEMENT INC. | 13 | 13 | 0.42% | 1.57% | 2.44% | Q2 2019 | Q2 2022 | 13 |
Achmea Investment Management B.V. | 13 | 13 | 0.00% | 0.11% | 0.24% | Q2 2020 | Q2 2023 | 13 |
Fisher Asset Management, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 13 |
Laffer Tengler Investments, Inc. | 9 | 4 | 0.02% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 13 |
C M BIDWELL & ASSOCIATES LTD | 12 | 1 | 0.00% | 0.03% | 0.16% | Q3 2019 | Q3 2023 | 13 |
CVA Family Office, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2023 | 13 |
NTV ASSET MANAGEMENT LLC | 12 | 1 | 0.04% | 0.06% | 0.07% | Q2 2019 | Q3 2023 | 13 |
Alberta Investment Management Corp | 10 | 3 | 0.01% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
WEALTHSOURCE PARTNERS, LLC | 13 | 13 | 0.04% | 0.06% | 0.07% | Q3 2020 | Q3 2023 | 13 |
TWIN CAPITAL MANAGEMENT INC | 12 | 1 | 0.09% | 0.15% | 0.26% | Q2 2019 | Q3 2023 | 13 |
Snowden Capital Advisors LLC | 8 | 2 | 0.01% | 0.05% | 0.16% | Q3 2019 | Q3 2023 | 13 |
Knowledge Leaders Capital, LLC | 13 | 13 | 0.49% | 0.73% | 1.29% | Q2 2020 | Q2 2023 | 13 |
Cresset Asset Management, LLC | 12 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 13 |
Enterprise Trust & Investment Co | 13 | 13 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q2 2022 | 13 |
Edge Capital Group, LLC | 12 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 13 |
BAXTER BROS INC | 12 | 1 | 0.04% | 0.07% | 0.14% | Q3 2019 | Q3 2023 | 13 |
J.W. COLE ADVISORS, INC. | 13 | 13 | 0.02% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
MV CAPITAL MANAGEMENT, INC. | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 13 |
Ellis Investment Partners, LLC | 13 | 13 | 0.00% | 0.00% | 0.03% | Q3 2019 | Q3 2022 | 13 |
Wellington Shields Capital Management, LLC | 12 | 1 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
BREWIN DOLPHIN LTD | 13 | 13 | 0.01% | 0.01% | 0.03% | Q2 2019 | Q2 2022 | 13 |
ADVISOR PARTNERS LLC | 13 | 13 | 0.04% | 0.05% | 0.07% | Q2 2019 | Q2 2022 | 13 |
ATLAS CAPITAL ADVISORS LLC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.04% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Court Place Advisors, LLC | 8 | 1 | 0.06% | 0.08% | 0.10% | Q2 2019 | Q3 2023 | 13 |
CHICKASAW CAPITAL MANAGEMENT LLC | 12 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 13 |
Cordasco Financial Network | 13 | 13 | 0.10% | 0.13% | 0.18% | Q2 2019 | Q2 2022 | 13 |
Clearstead Trust, LLC | 9 | 4 | 0.00% | 0.03% | 0.11% | Q2 2019 | Q3 2023 | 13 |
TIEDEMANN ADVISORS, LLC | 12 | 1 | 0.01% | 0.07% | 0.12% | Q2 2019 | Q3 2023 | 13 |
BANK OF HAWAII | 7 | 1 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 13 |
PGGM Investments | 8 | 5 | 0.06% | 0.44% | 1.03% | Q2 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.12% | 0.16% | 0.20% | Q1 2020 | Q3 2023 | 13 |
GAMBLE JONES INVESTMENT COUNSEL | 10 | 3 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2022 | 13 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 8 | 5 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2023 | 13 |
EVERGREEN CAPITAL MANAGEMENT LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Sterling Investment Advisors, Ltd. | 13 | 13 | 0.00% | 0.03% | 0.28% | Q2 2019 | Q2 2022 | 13 |
Cerity Partners LLC | 11 | 2 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 13 |
Caprock Group, LLC | 13 | 13 | 0.03% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 13 |
STONERIDGE INVESTMENT PARTNERS LLC | 10 | 3 | 0.12% | 0.50% | 1.52% | Q3 2019 | Q3 2023 | 13 |
Your Advocates Ltd., LLP | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 13 |
MATHER GROUP, LLC. | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 10 | 3 | 0.01% | 0.04% | 0.16% | Q2 2020 | Q3 2023 | 13 |
Crewe Advisors LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2023 | 13 |
BURNEY CO/ | 12 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 13 |
Clean Yield Group | 7 | 6 | 0.01% | 0.02% | 0.08% | Q3 2019 | Q4 2022 | 13 |
South Dakota Investment Council | 7 | 6 | 0.00% | 0.02% | 0.10% | Q2 2019 | Q3 2023 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Gotham Asset Management, LLC | 9 | 2 | 0.01% | 0.12% | 0.54% | Q2 2019 | Q4 2022 | 13 |
Recurrent Investment Advisors LLC | 13 | 13 | 0.17% | 0.27% | 0.39% | Q3 2020 | Q3 2023 | 13 |
Murphy, Middleton, Hinkle & Parker, Inc. | 6 | 2 | 0.14% | 0.16% | 0.20% | Q3 2019 | Q3 2023 | 13 |
BOURGEON CAPITAL MANAGEMENT LLC | 10 | 1 | 0.00% | 0.05% | 0.59% | Q2 2019 | Q3 2023 | 13 |
Kingsview Wealth Management, LLC | 7 | 6 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 13 |
Foyston, Gordon, & Payne Inc | 13 | 13 | 0.46% | 1.34% | 2.06% | Q2 2019 | Q2 2022 | 13 |
Menard Financial Group LLC | 13 | 13 | 0.20% | 0.40% | 0.76% | Q2 2020 | Q2 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.07% | 0.14% | 0.22% | Q3 2020 | Q3 2023 | 13 |
Brinker Capital Investments, LLC | 10 | 3 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q4 2022 | 13 |
Maryland State Retirement & Pension System | 12 | 12 | 0.06% | 0.10% | 0.27% | Q4 2020 | Q3 2023 | 12 |
ExodusPoint Capital Management, LP | 6 | 1 | 0.01% | 0.07% | 0.20% | Q3 2019 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Smith Anglin Financial, LLC | 12 | 12 | 0.04% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Tarbox Family Office, Inc. | 12 | 12 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q1 2022 | 12 |
PARSONS CAPITAL MANAGEMENT INC/RI | 8 | 1 | 0.02% | 0.04% | 0.13% | Q2 2019 | Q3 2023 | 12 |
Corient Capital Partners, LLC | 12 | 12 | 0.03% | 0.09% | 0.11% | Q4 2019 | Q3 2022 | 12 |
Orion Portfolio Solutions, LLC | 7 | 2 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 12 |
Patriot Financial Group Insurance Agency, LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q2 2022 | 12 |
WS MANAGEMENT LLLP | 12 | 12 | 0.40% | 2.39% | 3.40% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 7 | 1 | 0.00% | 0.06% | 0.20% | Q3 2019 | Q4 2022 | 12 |
KINGS POINT CAPITAL MANAGEMENT | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2022 | 12 |
Private Capital Group, LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q2 2022 | 12 |
Johnson Midwest Financial, LLC | 12 | 12 | 0.01% | 0.04% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Venture Visionary Partners LLC | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.05% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Clarius Group, LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
PHILADELPHIA TRUST CO | 12 | 12 | 0.05% | 0.43% | 1.46% | Q2 2019 | Q1 2022 | 12 |
TRANSCEND CAPITAL ADVISORS, LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Checchi Capital Advisers, LLC | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 12 | 12 | 0.04% | 0.06% | 0.09% | Q2 2019 | Q1 2022 | 12 |
People's United Financial, Inc. | 12 | 12 | 0.03% | 0.04% | 0.07% | Q2 2019 | Q1 2022 | 12 |
Pflug Koory, LLC | 12 | 12 | 0.00% | 0.01% | 0.05% | Q2 2019 | Q1 2022 | 12 |
Brandywine Global Investment Management, LLC | 12 | 12 | 0.04% | 0.35% | 0.46% | Q2 2019 | Q1 2022 | 12 |
Gemmer Asset Management LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q1 2022 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Bell & Brown Wealth Advisors, LLC | 8 | 4 | 0.56% | 0.87% | 1.16% | Q4 2019 | Q2 2023 | 12 |
Jackson, Grant Investment Advisers, Inc. | 9 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 12 |
Solstein Capital, LLC | 11 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 12 |
Paloma Partners Management Co | 5 | 1 | 0.01% | 0.04% | 0.12% | Q3 2019 | Q2 2022 | 12 |
SAGE FINANCIAL GROUP INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 12 |
Syverson Strege & Co | 12 | 12 | 0.04% | 0.10% | 0.23% | Q4 2020 | Q3 2023 | 12 |
CAPITAL ADVISORS INC/OK | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Salvus Wealth Management, LLC | 12 | 12 | 0.27% | 0.37% | 0.53% | Q4 2020 | Q3 2023 | 12 |
Avion Wealth | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
IBM Retirement Fund | 12 | 12 | 0.06% | 0.07% | 0.09% | Q2 2019 | Q1 2022 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.02% | 0.08% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
BRIGHTON JONES LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
WEST BANCORPORATION INC | 8 | 4 | 0.03% | 0.13% | 0.21% | Q4 2019 | Q3 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.08% | 0.11% | 0.25% | Q4 2020 | Q3 2023 | 12 |
Danda Trouve Investment Management, Inc. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 12 |
Beacon Pointe Advisors, LLC | 12 | 12 | 0.01% | 0.04% | 0.10% | Q4 2020 | Q3 2023 | 12 |
ANDERSON HOAGLAND & CO | 12 | 12 | 0.34% | 0.46% | 0.60% | Q4 2020 | Q3 2023 | 12 |
IRONWOOD WEALTH MANAGEMENT, INC. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
CIM INVESTMENT MANAGEMENT INC | 12 | 12 | 0.11% | 0.15% | 0.19% | Q4 2020 | Q3 2023 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.12% | 0.14% | 0.18% | Q4 2020 | Q3 2023 | 12 |
EARNEST PARTNERS LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Balentine LLC | 8 | 4 | 0.00% | 0.03% | 0.07% | Q3 2019 | Q3 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.07% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Artisan Partners Limited Partnership | 12 | 12 | 0.07% | 0.10% | 0.13% | Q1 2020 | Q4 2022 | 12 |
MACKAY SHIELDS LLC | 12 | 12 | 0.02% | 0.04% | 0.05% | Q2 2019 | Q1 2022 | 12 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 7 | 1 | 0.00% | 0.12% | 0.36% | Q2 2019 | Q3 2023 | 12 |
ROCKY MOUNTAIN ADVISERS, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 12 |
Empirical Finance, LLC | 12 | 12 | 0.05% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 12 |
MARATHON CAPITAL MANAGEMENT | 12 | 12 | 0.19% | 0.26% | 0.32% | Q2 2019 | Q1 2022 | 12 |
Simplicity Solutions, LLC | 9 | 1 | 0.00% | 0.06% | 0.16% | Q2 2019 | Q3 2023 | 12 |
Lorne Steinberg Wealth Management Inc. | 12 | 12 | 2.22% | 2.82% | 3.68% | Q4 2020 | Q3 2023 | 12 |
Jackson Hole Capital Partners, LLC | 12 | 12 | 0.10% | 0.13% | 0.19% | Q4 2020 | Q3 2023 | 12 |
Regal Investment Advisors LLC | 7 | 1 | 0.02% | 0.18% | 0.45% | Q2 2019 | Q2 2023 | 12 |
TECTONIC ADVISORS LLC | 12 | 12 | 0.05% | 0.12% | 0.15% | Q4 2020 | Q3 2023 | 12 |
BOK Financial Private Wealth, Inc. | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 7 | 1 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q2 2023 | 12 |
West Financial Advisors, LLC | 12 | 12 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
TUDOR INVESTMENT CORP ET AL | 7 | 2 | 0.00% | 0.06% | 0.22% | Q1 2020 | Q2 2023 | 12 |
GREENLEAF TRUST | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
PERSONAL CFO SOLUTIONS, LLC | 12 | 12 | 0.05% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Newbridge Financial Services Group, Inc. | 10 | 2 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 12 |
Barrett Asset Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q1 2022 | 12 |
Bragg Financial Advisors, Inc | 6 | 1 | 0.01% | 0.04% | 0.13% | Q2 2019 | Q2 2023 | 11 |
TOWNSQUARE CAPITAL LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
EASTERN BANK | 7 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 11 |
Ziegler Capital Management, LLC | 8 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2023 | 11 |
CAPITAL FUND MANAGEMENT S.A. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
PALLADIUM PARTNERS LLC | 10 | 1 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q1 2022 | 11 |
Resource Management, LLC | 11 | 11 | 0.05% | 0.05% | 0.07% | Q2 2019 | Q4 2021 | 11 |
PRELUDE CAPITAL MANAGEMENT, LLC | 9 | 2 | 0.00% | 0.03% | 0.08% | Q1 2020 | Q3 2023 | 11 |
Intrua Financial, LLC | 11 | 11 | 0.05% | 0.08% | 0.10% | Q3 2020 | Q1 2023 | 11 |
Vanguard Personalized Indexing Management, LLC | 11 | 11 | 0.05% | 0.09% | 0.12% | Q1 2021 | Q3 2023 | 11 |
BRISTOL JOHN W & CO INC /NY/ | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
IEQ CAPITAL, LLC | 10 | 1 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
MRJ CAPITAL INC | 11 | 11 | 1.28% | 1.90% | 2.42% | Q2 2019 | Q4 2021 | 11 |
MARSHALL WACE, LLP | 6 | 2 | 0.00% | 0.03% | 0.10% | Q2 2019 | Q3 2023 | 11 |
WINTON GROUP Ltd | 10 | 1 | 0.04% | 0.14% | 0.34% | Q4 2019 | Q4 2022 | 11 |
Peregrine Asset Advisers, Inc. | 8 | 3 | 0.14% | 0.66% | 2.54% | Q4 2020 | Q3 2023 | 11 |
Perigon Wealth Management, LLC | 8 | 1 | 0.02% | 0.03% | 0.05% | Q3 2011 | Q3 2023 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Humankind Investments LLC | 11 | 11 | 0.83% | 1.13% | 1.72% | Q1 2021 | Q3 2023 | 11 |
SEVEN EIGHT CAPITAL, LP | 5 | 1 | 0.10% | 0.24% | 0.62% | Q1 2020 | Q3 2023 | 11 |
MAI Capital Management | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Edge Wealth Management LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 11 |
NWAM LLC | 6 | 1 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 11 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 11 |
PITTENGER & ANDERSON INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Financial Enhancement Group LLC | 8 | 3 | 0.00% | 0.08% | 0.58% | Q2 2019 | Q3 2022 | 11 |
Engineers Gate Manager LP | 5 | 1 | 0.02% | 0.18% | 0.47% | Q3 2019 | Q2 2023 | 11 |
NEXT Financial Group, Inc | 11 | 11 | 0.01% | 0.05% | 0.18% | Q2 2019 | Q4 2021 | 11 |
Close Asset Management Ltd | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Veritas Asset Management LLP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 11 |
Ferris Capital, LLC | 8 | 3 | 0.06% | 0.09% | 0.12% | Q2 2019 | Q1 2022 | 11 |
Busey Bank | 8 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 11 |
Turim 21 Investimentos Ltda. | 10 | 1 | 0.01% | 0.02% | 0.09% | Q4 2020 | Q3 2023 | 11 |
Penobscot Investment Management Company, Inc. | 5 | 1 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q3 2023 | 11 |
SAYBROOK CAPITAL /NC | 11 | 11 | 0.06% | 0.08% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Douglas Lane & Associates, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Cypress Capital Management LLC (WY) | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2021 | 11 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 6 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 11 |
Assenagon Asset Management S.A. | 10 | 1 | 0.01% | 0.09% | 0.28% | Q4 2019 | Q3 2023 | 11 |
TWO SIGMA ADVISERS, LP | 9 | 1 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Quilter Plc | 8 | 3 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 11 |
Spectrum Management Group, LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 11 |
Qube Research & Technologies Ltd | 2 | 1 | 0.01% | 0.07% | 0.32% | Q3 2019 | Q3 2023 | 11 |
Iron Horse Wealth Management, LLC | 7 | 4 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 11 |
Marcum Wealth, LLC | 11 | 11 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Fragasso Group Inc. | 9 | 2 | 0.02% | 0.03% | 0.06% | Q1 2021 | Q4 2023 | 11 |
Nippon Life Global Investors Americas, Inc. | 11 | 11 | 0.05% | 0.29% | 0.55% | Q1 2021 | Q3 2023 | 11 |
CENTAURUS FINANCIAL, INC. | 11 | 11 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Siemens Fonds Invest GmbH | 9 | 2 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 11 |
MONETA GROUP INVESTMENT ADVISORS LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
MISSION WEALTH MANAGEMENT, LP | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Country Club Trust Company, n.a. | 11 | 11 | 0.07% | 0.09% | 0.11% | Q2 2019 | Q4 2021 | 11 |
CRAMER ROSENTHAL MCGLYNN LLC | 11 | 11 | 0.58% | 0.94% | 1.31% | Q1 2021 | Q3 2023 | 11 |
Eudaimonia Partners, LLC | 8 | 2 | 0.03% | 0.05% | 0.09% | Q4 2019 | Q2 2022 | 10 |
World Asset Management Inc | 10 | 10 | 0.07% | 0.08% | 0.09% | Q2 2019 | Q3 2021 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Newton One Investments LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
AMP Capital Investors Ltd | 10 | 10 | 0.04% | 0.06% | 0.08% | Q2 2019 | Q3 2021 | 10 |
Hexavest Inc. | 10 | 10 | 0.00% | 0.16% | 0.26% | Q2 2019 | Q3 2021 | 10 |
CI INVESTMENTS INC. | 9 | 1 | 0.00% | 0.00% | 0.03% | Q2 2019 | Q3 2023 | 10 |
AVITY INVESTMENT MANAGEMENT INC. | 6 | 1 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q1 2023 | 10 |
MidWestOne Financial Group, Inc. | 10 | 10 | 0.10% | 0.12% | 0.18% | Q2 2021 | Q3 2023 | 10 |
COMERICA SECURITIES,INC. | 8 | 2 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q1 2023 | 10 |
Ironwood Financial, llc | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2021 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Mercer Capital Advisers, Inc. | 10 | 10 | 0.30% | 0.35% | 0.44% | Q2 2019 | Q3 2021 | 10 |
THOMAS WHITE INTERNATIONAL LTD | 10 | 10 | 0.11% | 0.17% | 0.24% | Q1 2021 | Q2 2023 | 10 |
Bull Street Advisors, LLC | 8 | 2 | 0.10% | 0.12% | 0.14% | Q1 2021 | Q3 2023 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Sonora Investment Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2021 | 10 |
Fieldpoint Private Securities, LLC | 7 | 3 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q2 2022 | 10 |
STEPH & CO | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
SIMON QUICK ADVISORS, LLC | 10 | 10 | 0.00% | 0.02% | 0.08% | Q4 2019 | Q1 2022 | 10 |
Mine & Arao Wealth Creation & Management, LLC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Cornerstone Advisors, LLC | 8 | 2 | 0.05% | 0.17% | 0.30% | Q4 2019 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.04% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
Plancorp, LLC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
OLD DOMINION CAPITAL MANAGEMENT INC | 10 | 10 | 0.26% | 0.59% | 0.85% | Q2 2019 | Q3 2021 | 10 |
ACIMA PRIVATE WEALTH, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2021 | 10 |
Nelson Capital Management, LLC | 8 | 2 | 0.02% | 0.05% | 0.08% | Q2 2019 | Q3 2022 | 10 |
KNOTT DAVID M | 10 | 10 | 0.15% | 0.19% | 0.24% | Q2 2019 | Q3 2021 | 10 |
Selective Wealth Management, Inc. | 10 | 10 | 0.04% | 0.16% | 0.38% | Q2 2020 | Q3 2022 | 10 |
Harel Insurance Investments & Financial Services Ltd. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2023 | 10 |
AMERICAN NATIONAL INSURANCE CO | 10 | 10 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q3 2021 | 10 |
Carroll Financial Associates, Inc. | 10 | 10 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q4 2021 | 10 |
Zhang Financial LLC | 8 | 2 | 0.05% | 0.10% | 0.14% | Q1 2021 | Q3 2023 | 10 |
LIBERTY WEALTH MANAGEMENT LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2021 | 10 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2022 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q2 2010 | Q3 2023 | 10 |
Centre Asset Management, LLC | 10 | 10 | 1.56% | 2.43% | 3.55% | Q1 2021 | Q2 2023 | 10 |
Albar Capital Ltd | 7 | 1 | 1.05% | 5.16% | 10.23% | Q1 2020 | Q1 2023 | 10 |
Wealthcare Advisory Partners LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 10 |
Bremer Bank National Association | 10 | 10 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Cowen Prime Advisors LLC | 9 | 1 | 0.14% | 0.22% | 0.30% | Q2 2020 | Q2 2023 | 10 |
Derbend Asset Management | 10 | 10 | 0.19% | 0.29% | 0.38% | Q2 2021 | Q3 2023 | 10 |
SECURITY NATIONAL TRUST CO | 10 | 10 | 0.03% | 0.05% | 0.11% | Q2 2019 | Q3 2021 | 10 |
Canton Hathaway, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 10 |
HighPoint Advisor Group LLC | 5 | 1 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q2 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Verition Fund Management LLC | 6 | 1 | 0.00% | 0.04% | 0.16% | Q3 2019 | Q3 2023 | 10 |
Avantax Planning Partners, Inc. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
FIRST MERCANTILE TRUST CO | 10 | 10 | 0.02% | 0.06% | 0.08% | Q2 2019 | Q3 2021 | 10 |
SUMMIT FINANCIAL GROUP, INC. | 6 | 4 | 0.08% | 0.12% | 0.19% | Q2 2019 | Q2 2023 | 10 |
PFS INVESTMENTS INC. | 10 | 10 | 0.01% | 0.04% | 0.07% | Q1 2021 | Q2 2023 | 10 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 10 |
Redpoint Investment Management Pty Ltd | 7 | 3 | 0.04% | 0.07% | 0.12% | Q1 2020 | Q3 2022 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.07% | 0.09% | 0.11% | Q2 2021 | Q3 2023 | 10 |
AMERICAN NATIONAL BANK | 5 | 5 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 10 |
Verdence Capital Advisors LLC | 10 | 10 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 10 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 10 | 10 | 0.07% | 0.09% | 0.14% | Q1 2021 | Q2 2023 | 10 |
Ten Capital Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q1 2023 | 10 |
First American Bank | 9 | 1 | 0.02% | 0.04% | 0.10% | Q2 2019 | Q4 2021 | 10 |
Knoll Capital Management, LLC | 9 | 9 | 0.47% | 0.71% | 0.91% | Q2 2019 | Q2 2021 | 9 |
BP PLC | 9 | 9 | 0.03% | 0.06% | 0.08% | Q2 2019 | Q2 2021 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.02% | 0.10% | 0.13% | Q2 2021 | Q3 2023 | 9 |
Cowen Prime Services LLC | 9 | 9 | 0.09% | 0.16% | 0.29% | Q2 2019 | Q2 2021 | 9 |
Investors Financial Group, LLC | 9 | 9 | 1.94% | 2.18% | 2.36% | Q4 2019 | Q4 2021 | 9 |
44 WEALTH MANAGEMENT LLC | 9 | 9 | 0.07% | 0.16% | 0.29% | Q4 2020 | Q4 2022 | 9 |
ROOSEVELT INVESTMENT GROUP LLC | 9 | 9 | 0.04% | 0.06% | 0.09% | Q3 2020 | Q3 2022 | 9 |
Point72 Middle East FZE | 4 | 4 | 0.00% | 0.12% | 0.44% | Q4 2022 | Q3 2023 | 9 |
BURKE & HERBERT BANK & TRUST CO | 7 | 2 | 0.15% | 0.19% | 0.27% | Q2 2019 | Q3 2023 | 9 |
PATHSTONE FAMILY OFFICE, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 9 |
Chicago Partners Investment Group LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Integrated Wealth Concepts LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Prospera Financial Services Inc | 7 | 1 | 0.00% | 0.05% | 0.15% | Q2 2019 | Q3 2023 | 9 |
Pinnacle Bancorp, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 7 | 2 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 9 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 9 | 9 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q2 2021 | 9 |
MAVERICK CAPITAL LTD | 7 | 1 | 0.00% | 0.17% | 1.42% | Q2 2019 | Q3 2022 | 9 |
Holocene Advisors, LP | 5 | 4 | 0.11% | 0.44% | 1.00% | Q1 2020 | Q1 2023 | 9 |
Lombard Odier Asset Management (Europe) Ltd | 5 | 1 | 0.01% | 0.14% | 0.33% | Q2 2019 | Q3 2023 | 9 |
Waldron Private Wealth LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Laurel Wealth Planning LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
Jefferies Group LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2022 | 9 |
FORBES J M & CO LLP | 8 | 1 | 0.02% | 0.04% | 0.04% | Q1 2021 | Q3 2023 | 9 |
TERRIL BROTHERS, INC. | 5 | 1 | 0.05% | 0.07% | 0.08% | Q2 2019 | Q1 2022 | 9 |
Point72 Asset Management, L.P. | 3 | 1 | 0.00% | 0.03% | 0.16% | Q2 2019 | Q3 2023 | 9 |
NORTHSTAR ASSET MANAGEMENT LLC | 8 | 1 | 0.05% | 0.08% | 0.10% | Q2 2019 | Q3 2023 | 9 |
Berman Capital Advisors, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2021 | 9 |
QS Investors, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2021 | 9 |
TOTH FINANCIAL ADVISORY CORP | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 9 |
Grace Capital | 9 | 9 | 0.12% | 0.23% | 0.30% | Q4 2019 | Q4 2021 | 9 |
Independence Bank of Kentucky | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Capital International Investors | 6 | 3 | 0.03% | 0.12% | 0.23% | Q2 2019 | Q3 2023 | 9 |
Temasek Holdings (Private) Ltd | 9 | 9 | 0.25% | 0.33% | 0.40% | Q2 2019 | Q2 2021 | 9 |
PICTET ASSET MANAGEMENT LTD | 9 | 9 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2021 | 9 |
Heritage Way Advisors, LLC | 6 | 3 | 0.11% | 0.23% | 1.11% | Q2 2019 | Q4 2021 | 9 |
ROPES WEALTH ADVISORS LLC | 7 | 2 | 0.02% | 0.04% | 0.12% | Q2 2019 | Q3 2023 | 9 |
CONSULTIVA WEALTH MANAGEMENT, CORP. | 8 | 1 | 0.08% | 0.29% | 0.36% | Q2 2019 | Q2 2023 | 9 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q4 2021 | 9 |
Meiji Yasuda Life Insurance Co | 4 | 1 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q3 2023 | 9 |
Arlington Partners LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q2 2023 | 9 |
WINTRUST INVESTMENTS LLC | 6 | 3 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q2 2023 | 9 |
MACRO Consulting Group | 9 | 9 | 0.21% | 0.75% | 1.51% | Q2 2019 | Q2 2021 | 9 |
Wellington Shields & Co., LLC | 7 | 1 | 0.03% | 0.08% | 0.16% | Q2 2019 | Q3 2023 | 9 |
GROUP ONE TRADING, L.P. | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2021 | 9 |
PrairieView Partners, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Liontrust Investment Partners LLP | 8 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2023 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
STONNINGTON GROUP, LLC | 9 | 9 | 0.05% | 0.12% | 0.30% | Q1 2021 | Q1 2023 | 9 |
STUDIO INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.52% | 0.71% | 0.84% | Q3 2021 | Q3 2023 | 9 |
REILLY FINANCIAL ADVISORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 9 |
AFFINITY WEALTH MANAGEMENT LLC | 7 | 1 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 9 |
Bell Bank | 8 | 1 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.04% | 0.07% | 0.11% | Q2 2021 | Q3 2023 | 9 |
BASSETT HARGROVE INVESTMENT COUNSEL, LLC | 5 | 4 | 1.83% | 2.36% | 2.97% | Q2 2021 | Q3 2023 | 9 |
Costello Asset Management, INC | 9 | 9 | 0.02% | 0.07% | 0.10% | Q2 2020 | Q2 2022 | 9 |
Qtron Investments LLC | 6 | 3 | 0.04% | 0.15% | 0.21% | Q4 2020 | Q3 2023 | 9 |
INTACT INVESTMENT MANAGEMENT INC. | 6 | 3 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 9 |
YorkBridge Wealth Partners, LLC | 9 | 9 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q4 2022 | 9 |
Lenox Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 9 |
Mutual Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
SKBA CAPITAL MANAGEMENT LLC | 9 | 9 | 0.08% | 1.51% | 2.21% | Q2 2019 | Q2 2021 | 9 |
Strong Tower Advisory Services | 9 | 9 | 0.28% | 0.36% | 0.43% | Q3 2021 | Q3 2023 | 9 |
Nachman Norwood & Parrott, Inc | 9 | 9 | 0.04% | 0.06% | 0.07% | Q2 2019 | Q2 2021 | 9 |
Essex LLC | 9 | 9 | 0.18% | 0.26% | 0.32% | Q3 2021 | Q3 2023 | 9 |
ARGI Investment Services, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 9 |
Voya Financial Advisors, Inc. | 8 | 8 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q1 2021 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 8 |
apricus wealth, LLC | 8 | 8 | 0.18% | 0.26% | 0.29% | Q4 2021 | Q3 2023 | 8 |
BI Asset Management Fondsmaeglerselskab A/S | 7 | 1 | 0.01% | 0.04% | 0.08% | Q1 2021 | Q3 2023 | 8 |
Sweet Financial Partners, LLC | 8 | 8 | 0.17% | 0.21% | 0.25% | Q4 2021 | Q3 2023 | 8 |
BOENNING & SCATTERGOOD, INC. | 8 | 8 | 0.04% | 0.05% | 0.10% | Q1 2021 | Q4 2022 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q1 2023 | 8 |
Modera Wealth Management, LLC | 8 | 8 | 0.03% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 5 | 1 | 0.04% | 0.13% | 0.26% | Q2 2019 | Q4 2022 | 8 |
OneDigital Investment Advisors LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 8 |
Mill Capital Management, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.06% | 0.06% | 0.07% | Q2 2019 | Q1 2021 | 8 |
Banco de Sabadell, S.A | 8 | 8 | 0.02% | 1.10% | 1.85% | Q2 2019 | Q1 2021 | 8 |
Financial Connections Group, Inc. | 8 | 8 | 0.01% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Brendel Financial Advisors LLC | 7 | 1 | 0.10% | 0.42% | 0.93% | Q2 2021 | Q3 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.25% | 0.38% | 0.47% | Q4 2021 | Q3 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
AMUNDI ASSET MANAGEMENT US, INC. | 8 | 8 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q1 2021 | 8 |
Laurel Wealth Advisors, Inc. | 5 | 1 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q4 2022 | 8 |
Starboard Value LP | 8 | 8 | 1.00% | 7.93% | 14.21% | Q3 2020 | Q2 2022 | 8 |
Catalyst Capital Advisors LLC | 5 | 1 | 0.00% | 0.09% | 0.16% | Q2 2019 | Q3 2023 | 8 |
Connectus Wealth, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 8 | 8 | 0.18% | 0.69% | 1.16% | Q3 2019 | Q2 2021 | 8 |
Wahed Invest LLC | 8 | 8 | 0.18% | 0.25% | 0.29% | Q4 2021 | Q3 2023 | 8 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 8 |
Tevis Investment Management | 8 | 8 | 1.01% | 1.26% | 1.48% | Q4 2021 | Q3 2023 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.14% | 0.23% | 0.28% | Q4 2021 | Q3 2023 | 8 |
HORIZON BANCORP INC /IN/ | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.03% | 0.04% | 0.09% | Q4 2021 | Q3 2023 | 8 |
TWO SIGMA INVESTMENTS, LP | 2 | 1 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.00% | 0.00% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Fractal Investments LLC | 8 | 8 | 0.14% | 0.35% | 0.44% | Q4 2021 | Q3 2023 | 8 |
Walleye Capital LLC | 2 | 1 | 0.00% | 0.02% | 0.08% | Q2 2019 | Q3 2023 | 8 |
DT Investment Partners, LLC | 5 | 1 | 0.01% | 0.19% | 1.37% | Q4 2019 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
HERON FINANCIAL GROUP, LLC | 8 | 8 | 0.12% | 0.16% | 0.20% | Q3 2021 | Q2 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Teza Capital Management LLC | 8 | 8 | 0.03% | 0.19% | 0.58% | Q4 2021 | Q3 2023 | 8 |
Regal Wealth Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Bray Capital Advisors | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q1 2021 | 8 |
Chicago Capital, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q3 2021 | 8 |
Itau Unibanco Holding S.A. | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2022 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.13% | 0.17% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Burleson & Company, LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q4 2022 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Confluence Wealth Services, Inc. | 8 | 8 | 0.10% | 0.16% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Western Pacific Wealth Management, LP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Human Investing LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2021 | 8 |
SUN LIFE FINANCIAL INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2021 | 8 |
CSat Investment Advisory, L.P. | 8 | 8 | 0.02% | 0.10% | 0.22% | Q2 2019 | Q1 2021 | 8 |
Columbia Asset Management | 8 | 8 | 0.21% | 0.26% | 0.32% | Q2 2019 | Q1 2021 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.07% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.08% | 0.10% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.02% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 8 |
JEPPSON WEALTH MANAGEMENT, LLC | 7 | 1 | 0.09% | 0.10% | 0.11% | Q3 2020 | Q3 2023 | 8 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 2 | 0.00% | 0.24% | 0.37% | Q3 2020 | Q3 2023 | 8 |
HRT FINANCIAL LP | 3 | 1 | 0.01% | 0.07% | 0.19% | Q3 2019 | Q2 2023 | 8 |
LS Investment Advisors, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q1 2021 | 8 |
Windsor Creek Advisors, LLC | 7 | 1 | 0.16% | 0.72% | 1.24% | Q2 2019 | Q3 2021 | 8 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 5 | 3 | 0.00% | 0.04% | 0.24% | Q3 2019 | Q3 2023 | 8 |
Legacy Financial Advisors, Inc. | 4 | 4 | 0.04% | 0.11% | 0.21% | Q3 2019 | Q2 2023 | 8 |
Newman Dignan & Sheerar, Inc. | 7 | 1 | 0.04% | 0.07% | 0.09% | Q1 2021 | Q2 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CWA Asset Management Group, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.01% | 0.08% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Sierra Capital LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Formidable Asset Management, LLC | 6 | 1 | 0.04% | 0.05% | 0.08% | Q2 2019 | Q4 2022 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
ATTICUS WEALTH MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 8 |
Sciencast Management LP | 3 | 1 | 0.12% | 0.34% | 0.98% | Q1 2020 | Q1 2023 | 8 |
Hedges Asset Management LLC | 8 | 8 | 0.44% | 0.62% | 0.86% | Q4 2021 | Q3 2023 | 8 |
Schonfeld Strategic Advisors LLC | 3 | 1 | 0.00% | 0.05% | 0.13% | Q2 2020 | Q2 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.06% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Firestone Capital Management | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 8 |
AQR Arbitrage LLC | 8 | 8 | 0.14% | 0.19% | 0.29% | Q2 2019 | Q1 2021 | 8 |
MGO ONE SEVEN LLC | 8 | 8 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.05% | 0.11% | Q4 2021 | Q3 2023 | 8 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 8 | 8 | 0.17% | 0.24% | 0.34% | Q2 2019 | Q1 2021 | 8 |
COLONY GROUP LLC | 7 | 1 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 8 |
Keene & Associates, Inc. | 8 | 8 | 0.46% | 0.54% | 0.62% | Q4 2021 | Q3 2023 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q1 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Brookfield Asset Management | 3 | 1 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q2 2023 | 8 |
Knott David M Jr | 8 | 8 | 0.18% | 0.24% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
COLRAIN CAPITAL LLC | 8 | 8 | 0.26% | 0.56% | 0.81% | Q2 2019 | Q1 2021 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.00% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q2 2023 | 8 |
CONNORS INVESTOR SERVICES INC | 6 | 1 | 0.02% | 0.45% | 0.73% | Q2 2019 | Q1 2023 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.07% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Bay Harbor Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 7 |
Aperio Group, LLC | 7 | 7 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q4 2020 | 7 |
HB Wealth Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
FIRST QUADRANT LLC/CA | 6 | 1 | 0.00% | 0.03% | 0.07% | Q2 2019 | Q2 2021 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Blueshift Asset Management, LLC | 3 | 1 | 0.07% | 0.31% | 0.50% | Q3 2019 | Q2 2022 | 7 |
Echo Street Capital Management LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 7 |
Steward Financial Group LLC | 4 | 3 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
MASON STREET ADVISORS, LLC | 7 | 7 | 0.06% | 0.06% | 0.07% | Q2 2019 | Q4 2020 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
D'Orazio & Associates, Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 7 |
BALYASNY ASSET MANAGEMENT L.P. | 2 | 1 | 0.00% | 0.05% | 0.09% | Q2 2019 | Q3 2023 | 7 |
MUFG Securities EMEA plc | 7 | 7 | 0.01% | 0.08% | 0.21% | Q3 2019 | Q1 2021 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q2 2023 | 7 |
CSS LLC/IL | 4 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2021 | 7 |
MCMILLION CAPITAL MANAGEMENT INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2023 | 7 |
Allegheny Financial Group LTD | 7 | 7 | 0.10% | 0.10% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Apollon Wealth Management, LLC | 6 | 1 | 0.01% | 0.04% | 0.09% | Q2 2020 | Q3 2023 | 7 |
TWINBEECH CAPITAL LP | 4 | 1 | 0.02% | 0.43% | 0.93% | Q1 2020 | Q3 2023 | 7 |
Baader Bank Aktiengesellschaft | 7 | 7 | 0.03% | 0.24% | 0.55% | Q4 2021 | Q2 2023 | 7 |
Arete Wealth Advisors, LLC | 6 | 1 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q2 2023 | 7 |
Gladstone Institutional Advisory LLC | 7 | 7 | 0.02% | 0.07% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Alexandria Capital, LLC | 4 | 3 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q3 2021 | 7 |
Great Diamond Partners, LLC | 4 | 1 | 0.05% | 0.07% | 0.08% | Q4 2019 | Q2 2023 | 7 |
Knights of Columbus Asset Advisors LLC | 4 | 1 | 0.00% | 0.02% | 0.16% | Q2 2019 | Q3 2023 | 7 |
Winslow, Evans & Crocker, Inc. | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q4 2020 | 7 |
Sageworth Trust Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
&PARTNERS | 7 | 7 | 0.10% | 0.11% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.08% | 0.10% | 0.12% | Q1 2022 | Q3 2023 | 7 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Williams Jones Wealth Management, LLC. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Miracle Mile Advisors, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Mn Services Vermogensbeheer B.V. | 6 | 1 | 0.04% | 0.19% | 0.24% | Q2 2019 | Q3 2023 | 7 |
SYM FINANCIAL Corp | 6 | 1 | 0.20% | 6.17% | 8.73% | Q2 2019 | Q1 2021 | 7 |
Ally Financial Inc. | 7 | 7 | 0.06% | 0.10% | 0.12% | Q2 2019 | Q4 2020 | 7 |
OPSEU Pension Plan Trust Fund | 6 | 1 | 0.14% | 0.44% | 0.58% | Q1 2020 | Q3 2022 | 7 |
Evolution Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 7 |
MBB PUBLIC MARKETS I LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 7 |
Wealthstreet Investment Advisors, LLC | 5 | 2 | 0.02% | 0.05% | 0.10% | Q2 2019 | Q1 2021 | 7 |
ICICI Prudential Asset Management Co Ltd | 5 | 2 | 0.28% | 1.38% | 2.76% | Q4 2020 | Q3 2023 | 7 |
TCF National Bank | 7 | 7 | 1.13% | 1.33% | 1.50% | Q3 2019 | Q1 2021 | 7 |
Bridgewater Associates | 7 | 7 | 0.03% | 0.11% | 0.17% | Q4 2021 | Q2 2023 | 7 |
Trexquant Investment LP | 3 | 1 | 0.06% | 0.21% | 0.56% | Q2 2020 | Q2 2023 | 7 |
Elmwood Wealth Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2021 | 7 |
Guardian Wealth Management, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Burt Wealth Advisors | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2020 | 7 |
Asset Advisors Investment Management, LLC | 7 | 7 | 0.09% | 0.15% | 0.20% | Q1 2022 | Q3 2023 | 7 |
LINCLUDEN MANAGEMENT LTD | 7 | 7 | 0.09% | 0.50% | 0.70% | Q2 2019 | Q4 2020 | 7 |
NICHOLS & PRATT ADVISERS LLP /MA | 4 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 7 |
Bank of New Hampshire | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q4 2021 | 7 |
Semmax Financial Advisors Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Almanack Investment Partners, LLC. | 5 | 1 | 0.01% | 0.05% | 0.16% | Q2 2019 | Q3 2022 | 7 |
Ironwood Investment Counsel, LLC | 7 | 7 | 0.33% | 0.50% | 0.58% | Q1 2022 | Q3 2023 | 7 |
BECK CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.38% | 0.49% | 0.53% | Q1 2022 | Q3 2023 | 7 |
MARKSTON INTERNATIONAL LLC | 7 | 7 | 0.01% | 0.18% | 0.27% | Q2 2019 | Q4 2020 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Systematic Alpha Investments, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Procyon Advisors, LLC | 4 | 3 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 7 |
FIRST NATIONAL BANK OF OMAHA | 7 | 7 | 0.04% | 0.06% | 0.07% | Q2 2019 | Q4 2020 | 7 |
Wedmont Private Capital | 7 | 7 | 0.03% | 0.07% | 0.10% | Q1 2022 | Q3 2023 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2021 | 7 |
Sabal Trust CO | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
ARROW FINANCIAL CORP | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 7 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 7 | 7 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Penserra Capital Management LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 7 |
LBMC INVESTMENT ADVISORS, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Eagle Ridge Investment Management | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Cranbrook Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 7 |
UNITED BANK | 3 | 2 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q1 2023 | 7 |
GODSEY & GIBB, INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.12% | 0.25% | 0.48% | Q1 2022 | Q3 2023 | 7 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 1 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 7 |
Koss-Olinger Consulting, LLC | 7 | 7 | 0.03% | 0.06% | 0.12% | Q1 2021 | Q3 2022 | 7 |
KCM INVESTMENT ADVISORS LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
State of Wyoming | 7 | 7 | 0.03% | 0.07% | 0.12% | Q1 2021 | Q3 2022 | 7 |
Elk River Wealth Management, LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
FLAGSHIP HARBOR ADVISORS, LLC | 6 | 1 | 0.01% | 0.03% | 0.07% | Q2 2019 | Q2 2023 | 7 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 1 | 0.06% | 0.23% | 0.42% | Q1 2021 | Q2 2023 | 7 |
Westover Capital Advisors, LLC | 7 | 7 | 0.16% | 0.73% | 1.17% | Q4 2021 | Q2 2023 | 7 |
JENNISON ASSOCIATES LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Equitable Holdings, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Houlihan Financial Resource Group, Ltd. | 5 | 1 | 0.02% | 0.22% | 0.32% | Q4 2019 | Q3 2023 | 7 |
WCG Wealth Advisors LLC | 6 | 6 | 0.00% | 0.09% | 0.13% | Q2 2022 | Q3 2023 | 7 |
HENDLEY & CO INC | 7 | 7 | 2.20% | 2.67% | 3.00% | Q1 2022 | Q3 2023 | 7 |
Savior LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2021 | 7 |
BANQUE PICTET & CIE SA | 7 | 7 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q2 2023 | 7 |
Hardman Johnston Global Advisors LLC | 7 | 7 | 0.64% | 1.73% | 2.56% | Q1 2022 | Q3 2023 | 7 |
NORTHEAST INVESTMENT MANAGEMENT | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Wealthspire Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 7 |
JOHN G ULLMAN & ASSOCIATES INC | 7 | 7 | 0.10% | 0.30% | 0.39% | Q2 2019 | Q4 2020 | 7 |
Strengthening Families & Communities, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Amplius Wealth Advisors, LLC | 6 | 1 | 0.01% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 7 |
COOKSON PEIRCE & CO INC | 5 | 2 | 0.06% | 1.49% | 2.41% | Q1 2021 | Q1 2023 | 7 |
WOLVERINE ASSET MANAGEMENT LLC | 6 | 1 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Monterey Private Wealth, Inc. | 7 | 7 | 0.11% | 0.15% | 0.20% | Q1 2022 | Q3 2023 | 7 |
PRIVATE TRUST CO NA | 6 | 6 | 0.03% | 0.09% | 0.12% | Q2 2022 | Q3 2023 | 6 |
Athena Investment Management | 6 | 6 | 0.15% | 0.16% | 0.18% | Q1 2022 | Q2 2023 | 6 |
DARK FOREST CAPITAL MANAGEMENT LP | 4 | 1 | 0.00% | 0.03% | 0.08% | Q3 2021 | Q3 2023 | 6 |
Klaas Financial Asset Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Horan Capital Advisors, LLC. | 6 | 6 | 0.01% | 0.23% | 0.33% | Q2 2019 | Q3 2020 | 6 |
DAVIS R M INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
FULTON BANK, N.A. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2023 | 6 |
Advocacy Wealth Management Services, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Quantinno Capital Management LP | 5 | 1 | 0.01% | 0.11% | 0.40% | Q3 2020 | Q3 2023 | 6 |
Capital Bank & Trust Co | 4 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2021 | 6 |
TOWERVIEW LLC | 6 | 6 | 0.10% | 0.14% | 0.20% | Q2 2019 | Q3 2020 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Hedeker Wealth, LLC | 6 | 6 | 0.26% | 0.61% | 0.78% | Q2 2022 | Q3 2023 | 6 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 6 |
Kessler Investment Group, LLC | 6 | 6 | 3.20% | 4.00% | 5.15% | Q2 2022 | Q3 2023 | 6 |
ALPHASIMPLEX GROUP, LLC | 6 | 6 | 0.32% | 0.47% | 0.85% | Q4 2020 | Q1 2022 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
AIA Group Ltd | 3 | 1 | 0.01% | 0.04% | 0.12% | Q3 2021 | Q3 2023 | 6 |
CARILLON TOWER ADVISERS, INC. | 5 | 1 | 0.02% | 0.30% | 0.39% | Q2 2019 | Q4 2020 | 6 |
FORA Capital, LLC | 3 | 1 | 0.02% | 0.26% | 0.61% | Q2 2020 | Q4 2022 | 6 |
PINNACLE FINANCIAL PARTNERS INC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q2 2023 | 6 |
XTX Topco Ltd | 5 | 1 | 0.05% | 0.17% | 0.32% | Q1 2022 | Q3 2023 | 6 |
BONNESS ENTERPRISES INC | 6 | 6 | 0.34% | 0.41% | 0.45% | Q2 2019 | Q3 2020 | 6 |
First Allied Advisory Services, Inc. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2020 | 6 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.07% | 0.39% | 0.80% | Q4 2019 | Q1 2023 | 6 |
Perpetual Investment Management Ltd | 6 | 6 | 0.93% | 1.41% | 2.37% | Q4 2020 | Q1 2022 | 6 |
TUCKER ASSET MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
OPUS INVESTMENT MANAGEMENT INC | 6 | 6 | 0.15% | 0.16% | 0.17% | Q2 2019 | Q3 2020 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
TI-TRUST, INC | 6 | 6 | 0.40% | 0.46% | 0.51% | Q2 2022 | Q3 2023 | 6 |
JUPITER ASSET MANAGEMENT LTD | 4 | 2 | 0.02% | 0.19% | 0.36% | Q2 2019 | Q2 2022 | 6 |
SCOUT INVESTMENTS, INC. | 6 | 6 | 0.35% | 0.64% | 0.95% | Q2 2022 | Q3 2023 | 6 |
SBB Research Group LLC | 6 | 6 | 0.06% | 0.44% | 0.98% | Q4 2021 | Q1 2023 | 6 |
Cipher Capital LP | 2 | 1 | 0.04% | 0.31% | 0.81% | Q2 2019 | Q3 2023 | 6 |
McKinley Carter Wealth Services, Inc. | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Horizons Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
AlphaCore Capital LLC | 5 | 1 | 0.00% | 0.06% | 0.11% | Q1 2020 | Q3 2023 | 6 |
Laurion Capital Management LP | 5 | 1 | 0.00% | 0.19% | 0.44% | Q2 2019 | Q1 2022 | 6 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 3 | 3 | 0.06% | 0.27% | 0.51% | Q2 2019 | Q2 2022 | 6 |
NN Investment Partners Holdings N.V. | 3 | 3 | 0.00% | 0.03% | 0.09% | Q2 2019 | Q1 2022 | 6 |
AlphaCrest Capital Management LLC | 3 | 1 | 0.03% | 0.09% | 0.15% | Q4 2020 | Q3 2022 | 6 |
MOLLER WEALTH PARTNERS | 6 | 6 | 0.07% | 0.07% | 0.08% | Q1 2022 | Q2 2023 | 6 |
17 CAPITAL PARTNERS, LLC | 6 | 6 | 1.48% | 1.95% | 2.72% | Q2 2021 | Q3 2022 | 6 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 6 | 6 | 0.10% | 0.92% | 1.59% | Q1 2022 | Q2 2023 | 6 |
LifePlan Financial Group, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
Farmers & Merchants Trust Co of Chambersburg PA | 4 | 2 | 0.01% | 0.33% | 0.55% | Q2 2019 | Q1 2021 | 6 |
Marshall Wace North America L.P. | 3 | 1 | 0.00% | 0.03% | 0.08% | Q2 2019 | Q3 2021 | 6 |
STOCK YARDS BANK & TRUST CO | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Norway Savings Bank | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2020 | 6 |
ELKHORN PARTNERS LIMITED PARTNERSHIP | 6 | 6 | 0.12% | 0.14% | 0.16% | Q2 2019 | Q3 2020 | 6 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2020 | 6 |
Foster Group, Inc. | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
SCOTIA CAPITAL INC. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q4 2022 | 6 |
BRIDGES INVESTMENT MANAGEMENT INC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2020 | 6 |
CAPITAL INTERNATIONAL LTD /CA/ | 4 | 2 | 0.09% | 0.24% | 0.43% | Q2 2019 | Q3 2023 | 6 |
BALASA DINVERNO & FOLTZ LLC | 4 | 2 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2022 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 6 |
Wagner Wealth Management, LLC | 4 | 2 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2022 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Virtu Financial LLC | 2 | 1 | 0.03% | 0.08% | 0.29% | Q2 2020 | Q2 2023 | 6 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2020 | 6 |
MBM Wealth Consultants, LLC | 5 | 1 | 0.00% | 0.01% | 0.08% | Q2 2019 | Q4 2021 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Twin Tree Management, LP | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2022 | 6 |
Laidlaw Wealth Management LLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q2 2023 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.06% | 0.08% | 0.10% | Q2 2022 | Q3 2023 | 6 |
LMR Partners LLP | 3 | 1 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q4 2022 | 6 |
Magnetar Financial LLC | 5 | 1 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 6 |
D L CARLSON INVESTMENT GROUP INC | 6 | 6 | 0.40% | 0.67% | 1.12% | Q4 2019 | Q1 2021 | 6 |
GANTZERT INVESTMENT CO LLC /ADV | 6 | 6 | 0.75% | 0.85% | 0.97% | Q2 2019 | Q3 2020 | 6 |
Czech National Bank | 6 | 6 | 0.08% | 0.11% | 0.14% | Q3 2022 | Q4 2023 | 6 |
OSSIAM | 5 | 1 | 0.00% | 0.06% | 0.18% | Q2 2019 | Q3 2023 | 6 |
BEACONLIGHT CAPITAL, LLC | 5 | 1 | 1.21% | 2.27% | 3.77% | Q3 2020 | Q3 2022 | 6 |
Rampart Investment Management Company, LLC | 6 | 6 | 0.06% | 0.11% | 0.23% | Q2 2019 | Q3 2020 | 6 |
First PREMIER Bank | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2020 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
SHINE INVESTMENT ADVISORY SERVICES INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2020 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.01% | 0.03% | 0.07% | Q4 2019 | Q1 2021 | 6 |
Rheos Capital Works Inc. | 6 | 6 | 1.22% | 2.36% | 3.11% | Q2 2022 | Q3 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Ashburton (Jersey) Ltd | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2020 | 6 |
Windmill Hill Asset Management Ltd | 6 | 6 | 0.09% | 0.12% | 0.16% | Q2 2022 | Q3 2023 | 6 |
Weaver Consulting Group | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2022 | 6 |
M.D. Sass, Inc. | 6 | 6 | 1.68% | 3.56% | 5.20% | Q1 2022 | Q2 2023 | 6 |
Haverford Financial Services, Inc. | 6 | 6 | 0.09% | 0.24% | 0.46% | Q2 2019 | Q3 2020 | 6 |
Professional Financial Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
GUARDIAN INVESTMENT MANAGEMENT | 6 | 6 | 0.25% | 0.52% | 1.04% | Q2 2019 | Q3 2020 | 6 |
Stonegate Investment Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Cribstone Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2022 | 6 |
CLEAR STREET MARKETS LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Cedar Wealth Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 6 |
CITIZENS & NORTHERN CORP | 6 | 6 | 0.09% | 0.10% | 0.12% | Q4 2020 | Q1 2022 | 6 |
AXS Investments LLC | 4 | 1 | 0.01% | 0.04% | 0.10% | Q1 2021 | Q3 2023 | 6 |
Aquila Investment Management LLC | 6 | 6 | 0.52% | 0.72% | 1.05% | Q1 2022 | Q2 2023 | 6 |
Quantbot Technologies LP | 3 | 1 | 0.04% | 0.25% | 0.41% | Q2 2020 | Q2 2023 | 6 |
Northwest Capital Management Inc | 5 | 1 | 0.10% | 0.12% | 0.16% | Q1 2022 | Q3 2023 | 6 |
Benson Investment Management Company, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2020 | 5 |
Scissortail Wealth Management, LLC | 5 | 5 | 0.06% | 0.10% | 0.16% | Q4 2021 | Q4 2022 | 5 |
Rafferty Asset Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Centiva Capital, LP | 2 | 1 | 0.01% | 0.03% | 0.07% | Q3 2021 | Q1 2023 | 5 |
SPX Gestao de Recursos Ltda | 5 | 5 | 0.63% | 1.27% | 1.74% | Q3 2022 | Q3 2023 | 5 |
Sunbelt Securities, Inc. | 3 | 2 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 5 |
New England Research & Management, Inc. | 4 | 1 | 0.28% | 0.63% | 0.90% | Q3 2020 | Q1 2022 | 5 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 5 |
Capital International Sarl | 4 | 1 | 0.01% | 0.18% | 0.34% | Q2 2019 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.04% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
West Branch Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Sullivan, Bruyette, Speros & Blaney, LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 5 |
Cooper Financial Group | 4 | 1 | 0.08% | 0.09% | 0.11% | Q1 2022 | Q3 2023 | 5 |
Kiwi Wealth Investments Limited Partnership | 3 | 1 | 0.02% | 0.23% | 0.32% | Q3 2020 | Q4 2022 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q4 2023 | 5 |
Fulcrum Asset Management LLP | 5 | 5 | 0.35% | 0.77% | 1.80% | Q1 2021 | Q1 2022 | 5 |
EXANE DERIVATIVES | 5 | 5 | 0.00% | 0.03% | 0.07% | Q2 2021 | Q2 2022 | 5 |
FRONTIER INVESTMENT MGMT CO | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q2 2020 | 5 |
RIT CAPITAL PARTNERS PLC | 4 | 1 | 3.62% | 12.66% | 19.05% | Q2 2022 | Q3 2023 | 5 |
Legend Financial Advisors, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
FFT WEALTH MANAGEMENT LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Weiss Asset Management LP | 2 | 1 | 0.06% | 0.19% | 0.43% | Q2 2020 | Q1 2023 | 5 |
ZEKE CAPITAL ADVISORS, LLC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2022 | 5 |
Personal Capital Advisors Corp | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 5 |
Filbrandt Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 5 |
Industrial Alliance Investment Management Inc. | 4 | 1 | 0.06% | 0.12% | 0.20% | Q2 2022 | Q3 2023 | 5 |
Perpetual Ltd | 3 | 1 | 0.00% | 0.51% | 1.03% | Q2 2019 | Q3 2023 | 5 |
Autumn Glory Partners, LLC | 5 | 5 | 0.15% | 0.18% | 0.24% | Q1 2022 | Q1 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
EVERENCE CAPITAL MANAGEMENT INC | 5 | 5 | 0.04% | 0.05% | 0.07% | Q3 2019 | Q3 2020 | 5 |
Concorde Financial Corp | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Empire Life Investments Inc. | 5 | 5 | 0.18% | 0.43% | 0.88% | Q2 2019 | Q2 2020 | 5 |
UBP Investment Advisors SA | 5 | 5 | 0.17% | 0.24% | 0.40% | Q1 2021 | Q1 2022 | 5 |
Stockman Wealth Management, Inc. | 5 | 5 | 0.33% | 0.37% | 0.44% | Q2 2019 | Q2 2020 | 5 |
Leucadia National | 2 | 2 | 0.01% | 0.03% | 0.05% | Q1 2023 | Q2 2023 | 5 |
Lenox Wealth Management, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2020 | 5 |
Railway Pension Investments Ltd | 5 | 5 | 0.02% | 0.07% | 0.08% | Q2 2022 | Q2 2023 | 5 |
SJS Investment Consulting Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Terra Nova Asset Management LLC | 5 | 5 | 0.75% | 0.81% | 0.89% | Q3 2022 | Q3 2023 | 5 |
Continuum Advisory, LLC | 5 | 5 | 0.05% | 0.10% | 0.15% | Q3 2022 | Q3 2023 | 5 |
MQS Management LLC | 3 | 1 | 0.21% | 0.44% | 0.72% | Q1 2022 | Q3 2023 | 5 |
WCM INVESTMENT MANAGEMENT, LLC | 5 | 5 | 0.03% | 0.72% | 1.04% | Q3 2022 | Q3 2023 | 5 |
tru Independence LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q2 2021 | 5 |
HOEY INVESTMENTS, INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 3 | 1 | 0.04% | 0.10% | 0.16% | Q3 2019 | Q3 2022 | 5 |
Financial Architects, Inc | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2020 | 5 |
Renaissance Technologies | 2 | 1 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 5 |
Chesapeake Wealth Management | 5 | 5 | 0.22% | 0.23% | 0.24% | Q3 2022 | Q3 2023 | 5 |
Cadence Bank | 5 | 5 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q1 2023 | 5 |
Jump Financial, LLC | 2 | 1 | 0.03% | 0.11% | 0.31% | Q4 2020 | Q3 2023 | 5 |
True Link Financial Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Coronation Fund Managers Ltd. | 4 | 1 | 0.07% | 0.15% | 0.22% | Q2 2019 | Q3 2023 | 5 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
Capitolis Advisors LLC | 5 | 5 | 0.12% | 0.16% | 0.24% | Q4 2020 | Q4 2021 | 5 |
Point View Wealth Management, Inc. | 5 | 5 | 0.09% | 0.13% | 0.15% | Q4 2019 | Q4 2020 | 5 |
Activest Wealth Management | 3 | 2 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.06% | 0.16% | 0.35% | Q3 2021 | Q2 2023 | 5 |
Arbor Wealth Management, LLC | 5 | 5 | 0.37% | 1.06% | 1.80% | Q2 2019 | Q2 2020 | 5 |
Hilltop Holdings Inc. | 3 | 2 | 0.03% | 0.05% | 0.05% | Q2 2019 | Q3 2023 | 5 |
Aaron Wealth Advisors LLC | 4 | 1 | 0.02% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 5 |
WAFRA INC. | 5 | 5 | 0.50% | 0.62% | 0.68% | Q1 2022 | Q1 2023 | 5 |
Mitsubishi UFJ Asset Management (UK) Ltd. | 5 | 5 | 0.72% | 0.84% | 1.02% | Q3 2022 | Q3 2023 | 5 |
IndexIQ Advisors LLC | 5 | 5 | 0.01% | 0.08% | 0.10% | Q1 2021 | Q1 2022 | 5 |
BURNS J W & CO INC/NY | 4 | 1 | 0.03% | 0.05% | 0.12% | Q2 2019 | Q2 2023 | 5 |
Cedar Mountain Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 5 |
Brookstone Capital Management | 5 | 5 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q2 2023 | 5 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 3 | 2 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q2 2022 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.02% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Salomon & Ludwin, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 5 |
TRUEWEALTH LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2020 | 5 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q2 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Certified Advisory Corp | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 5 |
Kathleen S. Wright Associates Inc. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
SIGNET FINANCIAL MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.04% | 0.05% | Q2 2019 | Q4 2021 | 5 |
Gibson Wealth Advisors LLC | 5 | 5 | 0.00% | 0.02% | 0.06% | Q4 2021 | Q4 2022 | 5 |
Parsec Financial Management, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Capital International, Inc./CA/ | 4 | 1 | 0.06% | 0.23% | 0.32% | Q2 2019 | Q3 2023 | 5 |
180 WEALTH ADVISORS, LLC | 5 | 5 | 0.10% | 0.11% | 0.12% | Q1 2022 | Q1 2023 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Community Bank of Raymore | 5 | 5 | 0.08% | 0.22% | 0.28% | Q3 2022 | Q3 2023 | 5 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 4 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2021 | 5 |
ASB Consultores, LLC | 5 | 5 | 0.12% | 0.18% | 0.27% | Q4 2021 | Q4 2022 | 5 |
Ergoteles LLC | 3 | 1 | 0.01% | 0.08% | 0.20% | Q4 2020 | Q2 2023 | 5 |
JARISLOWSKY, FRASER Ltd | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2020 | 4 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 4 |
Kinneret Advisory, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
M&R CAPITAL MANAGEMENT INC | 4 | 4 | 0.00% | 0.10% | 0.20% | Q3 2019 | Q2 2020 | 4 |
CONGRESS ASSET MANAGEMENT CO /MA | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
INDEPENDENT INVESTORS INC | 4 | 4 | 0.10% | 0.10% | 0.11% | Q2 2019 | Q1 2020 | 4 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
UNIVERSITY OF NOTRE DAME DU LAC | 4 | 4 | 2.29% | 2.78% | 3.05% | Q4 2019 | Q3 2020 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.11% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
PIEDMONT INVESTMENT ADVISORS INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q1 2020 | 4 |
Van Leeuwen & Company, LLC | 4 | 4 | 0.80% | 0.87% | 0.92% | Q1 2022 | Q4 2022 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.06% | 0.08% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Lifeworks Advisors, LLC | 4 | 4 | 0.11% | 0.80% | 1.07% | Q4 2022 | Q3 2023 | 4 |
FORVIS Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
RMR Wealth Builders | 2 | 1 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q1 2021 | 4 |
ADE, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Lombard Odier Asset Management (USA) Corp | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Russell Clark Investment Management Ltd | 4 | 4 | 2.92% | 4.78% | 5.75% | Q4 2020 | Q3 2021 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 4 |
Valmark Advisers, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Bayesian Capital Management, LP | 2 | 1 | 0.05% | 0.13% | 0.25% | Q3 2020 | Q2 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.12% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Summit Trail Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q2 2023 | 4 |
American National Registered Investment Advisor, Inc. | 2 | 2 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q1 2022 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 4 |
Cascade Investment Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2021 | 4 |
Banco Santander, S.A. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2020 | 4 |
Talisman Wealth Advisors LLC | 4 | 4 | 0.39% | 0.46% | 0.54% | Q4 2022 | Q3 2023 | 4 |
Cypress Point Wealth Management, LLC | 4 | 4 | 0.01% | 0.36% | 1.42% | Q4 2020 | Q3 2021 | 4 |
Migdal Insurance & Financial Holdings Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 4 |
WADE G W & INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Tufton Capital Management | 4 | 4 | 0.30% | 0.32% | 0.33% | Q2 2019 | Q1 2020 | 4 |
Portland Hill Asset Management Ltd | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 4 |
Enhancing Capital LLC | 4 | 4 | 0.35% | 0.43% | 0.52% | Q4 2021 | Q3 2022 | 4 |
InterOcean Capital, LLC | 4 | 4 | 0.02% | 0.20% | 0.38% | Q2 2019 | Q1 2020 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 4 |
FIRST CITIZENS BANK & TRUST CO | 3 | 1 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 4 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.38% | 1.19% | 1.72% | Q2 2020 | Q1 2021 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Westchester Capital Management, LLC | 2 | 2 | 0.13% | 0.21% | 0.26% | Q2 2019 | Q3 2019 | 4 |
WFA of San Diego, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Goehring & Rozencwajg Associates, LLC | 4 | 4 | 0.91% | 1.22% | 1.42% | Q4 2022 | Q3 2023 | 4 |
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 4 | 4 | 1.95% | 2.21% | 2.46% | Q4 2022 | Q3 2023 | 4 |
Sturgeon Ventures LLP | 4 | 4 | 1.35% | 2.21% | 2.72% | Q3 2022 | Q2 2023 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q2 2022 | 4 |
Western Wealth Management, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2022 | 4 |
MD Financial Management Inc. | 4 | 4 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q4 2021 | 4 |
PETTYJOHN, WOOD & WHITE, INC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q2 2023 | 4 |
PLIMOTH TRUST CO LLC | 4 | 4 | 0.09% | 0.12% | 0.16% | Q2 2019 | Q1 2020 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
BlueCrest Capital Management Ltd | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q4 2021 | 4 |
PFG Private Wealth Management, LLC | 4 | 4 | 0.00% | 0.10% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Harvest Fund Management Co., Ltd | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 4 |
Virtue Capital Management, LLC | 4 | 4 | 0.06% | 0.15% | 0.21% | Q2 2020 | Q1 2021 | 4 |
Royal Fund Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 4 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PATTEN & PATTEN INC/TN | 3 | 1 | 0.02% | 0.06% | 0.11% | Q2 2019 | Q1 2021 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.02% | 0.73% | 0.97% | Q4 2022 | Q3 2023 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 4 |
HARBOR CAPITAL ADVISORS, INC. | 4 | 4 | 0.16% | 0.21% | 0.30% | Q1 2023 | Q4 2023 | 4 |
INVESTMENT HOUSE LLC | 3 | 1 | 0.03% | 0.03% | 0.05% | Q2 2019 | Q2 2023 | 4 |
Orion Capital Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.04% | 0.06% | 0.07% | Q4 2019 | Q3 2021 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Alpha Paradigm Partners, LLC | 4 | 4 | 0.10% | 0.16% | 0.20% | Q2 2021 | Q1 2022 | 4 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2021 | 4 |
Lake Point Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.05% | 0.09% | 0.15% | Q3 2020 | Q3 2023 | 4 |
J. Goldman & Co LP | 1 | 1 | 0.02% | 0.16% | 0.40% | Q3 2019 | Q2 2023 | 4 |
Tredje AP-fonden | 4 | 4 | 0.07% | 0.07% | 0.08% | Q2 2019 | Q1 2020 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Maven Securities LTD | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2022 | 4 |
McCarthy Grittinger Financial Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2023 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.06% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CAPE COD FIVE CENTS SAVINGS BANK | 3 | 1 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 4 |
Alan B Lancz & Associates, Inc. | 4 | 4 | 0.14% | 0.16% | 0.17% | Q2 2022 | Q1 2023 | 4 |
Chiron Investment Management, LLC | 3 | 1 | 0.04% | 0.38% | 1.34% | Q1 2020 | Q1 2022 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
RIA Advisory Group LLC | 4 | 4 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Paragon Advisors, LLC | 4 | 4 | 0.37% | 0.72% | 1.22% | Q4 2022 | Q3 2023 | 4 |
Taconic Capital Advisors LP | 3 | 1 | 0.08% | 0.50% | 0.98% | Q1 2020 | Q4 2021 | 4 |
Destiny Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
MPS Loria Financial Planners, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BRAVE ASSET MANAGEMENT INC | 4 | 4 | 0.14% | 0.18% | 0.22% | Q2 2019 | Q1 2020 | 4 |
Willingdon Wealth Management | 4 | 4 | 0.03% | 0.04% | 0.06% | Q2 2019 | Q1 2020 | 4 |
1834 INVESTMENT ADVISORS CO | 4 | 4 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q2 2020 | 4 |
Cinctive Capital Management LP | 4 | 4 | 0.02% | 0.12% | 0.18% | Q2 2022 | Q1 2023 | 4 |
Morningstar Investment Services LLC | 3 | 1 | 0.10% | 0.12% | 0.14% | Q2 2019 | Q3 2020 | 4 |
MASTRAPASQUA ASSET MANAGEMENT INC | 4 | 4 | 0.15% | 0.18% | 0.19% | Q3 2022 | Q2 2023 | 4 |
Clearview Wealth Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
First National Bank of South Miami | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2022 | 4 |
Hennion & Walsh Asset Management, Inc. | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Phoenix Holdings Ltd. | 4 | 4 | 0.08% | 0.27% | 0.75% | Q4 2019 | Q3 2020 | 4 |
CapWealth Advisors, LLC | 4 | 4 | 0.13% | 0.22% | 0.37% | Q2 2019 | Q1 2020 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Municipal Employees' Retirement System of Michigan | 4 | 4 | 0.01% | 0.01% | 0.03% | Q2 2019 | Q1 2020 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BAR HARBOR WEALTH MANAGEMENT | 4 | 4 | 0.22% | 0.29% | 0.34% | Q2 2019 | Q1 2020 | 4 |
Proficio Capital Partners LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q2 2023 | 4 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2020 | 4 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.21% | 0.28% | 0.37% | Q4 2021 | Q2 2023 | 4 |
Malaga Cove Capital, LLC | 4 | 4 | 0.35% | 0.68% | 0.86% | Q3 2019 | Q2 2020 | 4 |
Bornite Capital Management LP | 3 | 1 | 0.08% | 1.51% | 5.72% | Q4 2021 | Q3 2023 | 4 |
Petrus Trust Company, LTA | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 0.09% | 0.12% | 0.20% | Q4 2022 | Q3 2023 | 4 |
HARBER ASSET MANAGEMENT LLC | 3 | 1 | 2.87% | 3.59% | 4.58% | Q2 2019 | Q2 2020 | 4 |
Brown Advisory Securities, LLC | 2 | 1 | 0.03% | 0.05% | 0.08% | Q2 2019 | Q2 2021 | 4 |
Xact Kapitalforvaltning AB | 4 | 4 | 0.08% | 0.08% | 0.09% | Q2 2019 | Q1 2020 | 4 |
Lakewood Asset Management LLC | 4 | 4 | 0.56% | 0.63% | 0.69% | Q4 2022 | Q3 2023 | 4 |
LEVIN CAPITAL STRATEGIES, L.P. | 3 | 1 | 0.02% | 0.74% | 1.56% | Q2 2019 | Q1 2022 | 4 |
Alera Investment Advisors, LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Morse Asset Management, Inc | 3 | 1 | 0.08% | 0.11% | 0.14% | Q3 2019 | Q4 2022 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Merit Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Loudon Investment Management, LLC | 4 | 4 | 0.31% | 0.43% | 0.60% | Q2 2019 | Q1 2020 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.05% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Braun-Bostich & Associates Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2020 | 4 |
QCI ASSET MANAGEMENT INC/NY | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Virtus ETF Advisers LLC | 3 | 1 | 0.00% | 0.32% | 0.48% | Q2 2020 | Q2 2023 | 4 |
BRAUN STACEY ASSOCIATES INC | 4 | 4 | 0.14% | 0.54% | 0.73% | Q4 2022 | Q3 2023 | 4 |
BOWEN HANES & CO INC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q1 2021 | 4 |
MARSHALL WACE ASIA Ltd | 3 | 1 | 0.02% | 1.20% | 1.99% | Q2 2019 | Q3 2020 | 4 |
Grove Bank & Trust | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Americana Partners, LLC | 2 | 1 | 0.02% | 0.09% | 0.17% | Q4 2019 | Q4 2021 | 4 |
Capital Group Investment Management Pte. Ltd. | 4 | 4 | 0.55% | 0.60% | 0.64% | Q4 2022 | Q3 2023 | 4 |
IHT Wealth Management, LLC | 4 | 4 | 0.01% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
PARADIGM ASSET MANAGEMENT CO LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q2 2022 | Q1 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Stone Ridge Asset Management LLC | 4 | 4 | 0.05% | 0.08% | 0.11% | Q2 2019 | Q1 2020 | 4 |
Midwest Professional Planners, LTD. | 4 | 4 | 0.14% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Leelyn Smith, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 4 |
Great Lakes Retirement, Inc. | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Compagnie Lombard Odier SCmA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 3 |
KB FINANCIAL PARTNERS, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Greenland Capital Management LP | 3 | 3 | 0.24% | 0.29% | 0.35% | Q4 2022 | Q2 2023 | 3 |
Employers Holdings, Inc. | 2 | 1 | 0.02% | 0.11% | 0.16% | Q2 2019 | Q1 2021 | 3 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2019 | 3 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 3 | 3 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q4 2019 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Fortis Advisors, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2022 | Q3 2022 | 3 |
Brand Asset Management Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Pinkerton Retirement Specialists, LLC | 3 | 3 | 0.19% | 0.22% | 0.28% | Q3 2022 | Q1 2023 | 3 |
ASSET PLANNING SERVICES INC /LA/ /ADV | 3 | 3 | 0.41% | 0.44% | 0.49% | Q2 2019 | Q4 2019 | 3 |
BESSEMER SECURITIES LLC | 3 | 3 | 0.06% | 0.11% | 0.15% | Q4 2022 | Q2 2023 | 3 |
Personal Wealth Partners | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 3 |
SCOPUS ASSET MANAGEMENT, L.P. | 2 | 1 | 0.09% | 0.12% | 0.17% | Q2 2019 | Q3 2023 | 3 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Secure Asset Management, LLC | 3 | 3 | 0.07% | 0.08% | 0.11% | Q3 2022 | Q1 2023 | 3 |
SeaTown Holdings Pte. Ltd. | 2 | 1 | 0.06% | 0.35% | 0.74% | Q2 2020 | Q1 2021 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
USCA RIA LLC | 2 | 1 | 0.03% | 0.05% | 0.06% | Q2 2019 | Q1 2020 | 3 |
Otter Creek Advisors, LLC | 3 | 3 | 1.42% | 1.70% | 2.00% | Q1 2023 | Q3 2023 | 3 |
SRB CORP | 3 | 3 | 0.00% | 0.05% | 0.09% | Q4 2021 | Q2 2022 | 3 |
OneAscent Financial Services LLC | 3 | 3 | 0.11% | 0.13% | 0.14% | Q2 2022 | Q4 2022 | 3 |
Pearl River Capital, LLC | 1 | 1 | 0.10% | 0.21% | 0.40% | Q1 2021 | Q1 2022 | 3 |
Standard Family Office LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Desjardins Global Asset Management Inc. | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Regent Investment Management LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q2 2019 | Q4 2019 | 3 |
Goodwin Investment Advisory | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 3 |
PINNBROOK CAPITAL MANAGEMENT LP | 2 | 1 | 0.98% | 1.01% | 1.04% | Q2 2022 | Q1 2023 | 3 |
Quadrature Capital Ltd | 2 | 1 | 0.01% | 0.12% | 0.20% | Q3 2019 | Q3 2023 | 3 |
Godshalk Welsh Capital Management, Inc. | 1 | 1 | 0.13% | 0.14% | 0.16% | Q1 2022 | Q1 2023 | 3 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2019 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q2 2020 | 3 |
STEWART & PATTEN CO LLC | 3 | 3 | 0.04% | 0.14% | 0.33% | Q2 2019 | Q4 2019 | 3 |
WESPAC Advisors, LLC | 3 | 3 | 0.33% | 0.42% | 0.47% | Q4 2020 | Q2 2021 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Versor Investments LP | 3 | 3 | 0.03% | 0.05% | 0.08% | Q2 2020 | Q4 2020 | 3 |
Aptus Capital Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Value Partners Investments Inc. | 3 | 3 | 0.08% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Covalis Capital LLP | 2 | 1 | 0.43% | 0.80% | 1.32% | Q2 2022 | Q2 2023 | 3 |
Integris Wealth Management, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q2 2023 | 3 |
Pure Financial Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Spouting Rock Asset Management, LLC | 2 | 1 | 0.22% | 0.27% | 0.34% | Q4 2019 | Q1 2021 | 3 |
QUEST CAPITAL MANAGEMENT INC /ADV | 3 | 3 | 0.05% | 0.05% | 0.06% | Q2 2019 | Q4 2019 | 3 |
Amica Retiree Medical Trust | 3 | 3 | 0.08% | 0.11% | 0.17% | Q2 2019 | Q4 2019 | 3 |
Gladius Capital Management LP | 3 | 3 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q2 2022 | 3 |
Kore Private Wealth LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
CreativeOne Wealth, LLC | 3 | 3 | 0.05% | 0.09% | 0.13% | Q1 2023 | Q3 2023 | 3 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 3 | 3 | 0.22% | 0.24% | 0.26% | Q2 2022 | Q4 2022 | 3 |
Summit Financial, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Whitnell & Co. | 3 | 3 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q4 2019 | 3 |
Avitas Wealth Management LLC | 3 | 3 | 0.22% | 0.23% | 0.25% | Q1 2023 | Q3 2023 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
FORT PITT CAPITAL GROUP, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Golden State Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 3 |
1776 Wealth LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
AGF Investments LLC | 3 | 3 | 0.08% | 0.11% | 0.15% | Q3 2020 | Q1 2021 | 3 |
Aquatic Capital Management LLC | 2 | 1 | 0.13% | 0.36% | 0.59% | Q3 2022 | Q2 2023 | 3 |
Newtyn Management, LLC | 3 | 3 | 1.58% | 2.32% | 3.34% | Q2 2019 | Q4 2019 | 3 |
FIRST INTERSTATE BANK | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q4 2022 | 3 |
Stelac Advisory Services LLC | 3 | 3 | 0.16% | 0.17% | 0.18% | Q4 2022 | Q2 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
EASTERLY INVESTMENT PARTNERS LLC | 2 | 1 | 0.02% | 0.28% | 0.77% | Q2 2019 | Q1 2020 | 3 |
DAYMARK WEALTH PARTNERS, LLC | 3 | 3 | 0.03% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Garda Capital Partners LP | 2 | 1 | 0.01% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 3 |
Poehling Capital Management, INC. | 3 | 3 | 0.21% | 0.22% | 0.24% | Q2 2019 | Q4 2019 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Western Financial Corp/CA | 3 | 3 | 0.50% | 0.54% | 0.59% | Q4 2022 | Q2 2023 | 3 |
Integrated Investment Consultants, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
AlphaMark Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 3 |
CLEARARC CAPITAL INC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q2 2019 | Q4 2019 | 3 |
Realta Investment Advisors | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q4 2019 | 3 |
BRINKER CAPITAL INC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2020 | 3 |
Bredin Investment LLC | 3 | 3 | 4.94% | 4.97% | 5.01% | Q2 2019 | Q4 2019 | 3 |
Atom Investors LP | 2 | 1 | 0.09% | 0.12% | 0.17% | Q4 2021 | Q2 2023 | 3 |
Pallas Capital Advisors LLC | 2 | 1 | 0.02% | 0.07% | 0.16% | Q3 2022 | Q3 2023 | 3 |
Gilbert & Cook, Inc. | 3 | 3 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q1 2021 | 3 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q3 2019 | Q1 2022 | 3 |
Redmond Asset Management, LLC | 3 | 3 | 0.19% | 0.22% | 0.24% | Q3 2019 | Q1 2020 | 3 |
Corton Capital Inc. | 3 | 3 | 0.18% | 0.23% | 0.29% | Q4 2022 | Q2 2023 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Intercontinental Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Fiduciary Trust Co International of Pennsylvania | 3 | 3 | 0.17% | 0.18% | 0.20% | Q3 2019 | Q1 2020 | 3 |
NorthCoast Asset Management LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 3 |
CHASE INVESTMENT COUNSEL CORP | 3 | 3 | 1.87% | 1.94% | 1.99% | Q3 2022 | Q1 2023 | 3 |
Reitz Capital Advisors LLC | 1 | 1 | 0.10% | 0.13% | 0.17% | Q2 2020 | Q3 2023 | 3 |
HITE Hedge Asset Management LLC | 3 | 3 | 0.04% | 0.19% | 0.37% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
Carnegie Capital Asset Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q1 2021 | 3 |
Diametric Capital, LP | 3 | 3 | 0.18% | 0.28% | 0.33% | Q3 2022 | Q1 2023 | 3 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 3 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 1 | 0.03% | 0.05% | 0.09% | Q1 2022 | Q3 2023 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
National Mutual Insurance Federation of Agricultural Cooperatives | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Sound View Wealth Advisors Group, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2022 | 3 |
Family Legacy, Inc. | 3 | 3 | 0.13% | 0.16% | 0.21% | Q2 2019 | Q4 2019 | 3 |
United Asset Strategies, Inc. | 2 | 1 | 0.13% | 0.14% | 0.16% | Q1 2021 | Q1 2023 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Goodman Advisory Group, LLC | 3 | 3 | 0.00% | 0.24% | 0.73% | Q1 2023 | Q3 2023 | 3 |
Integrated Advisors Network LLC | 3 | 3 | 0.02% | 0.04% | 0.07% | Q3 2022 | Q1 2023 | 3 |
Krilogy Financial LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q1 2023 | 3 |
BENJAMIN EDWARDS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 3 |
Delphia (USA) Inc. | 3 | 3 | 0.26% | 0.34% | 0.39% | Q4 2022 | Q2 2023 | 3 |
DUALITY ADVISERS, LP | 2 | 1 | 0.02% | 0.19% | 0.51% | Q1 2022 | Q1 2023 | 3 |
CADINHA & CO LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2019 | Q4 2019 | 3 |
Advisor Group, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2019 | 3 |
Bell Rock Capital LLC | 3 | 3 | 0.04% | 0.11% | 0.16% | Q2 2019 | Q4 2019 | 3 |
Machina Capital S.A.S. | 2 | 1 | 0.34% | 0.42% | 0.47% | Q3 2019 | Q4 2022 | 3 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 3 | 3 | 0.12% | 0.20% | 0.30% | Q4 2020 | Q2 2021 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
INCEPTIONR LLC | 3 | 3 | 0.13% | 0.24% | 0.40% | Q1 2023 | Q3 2023 | 3 |
SFE Investment Counsel | 2 | 1 | 0.05% | 0.17% | 0.27% | Q1 2022 | Q3 2023 | 3 |
LEO BROKERAGE, LLC | 2 | 1 | 0.07% | 0.07% | 0.08% | Q1 2022 | Q2 2023 | 3 |
OneAscent Wealth Management LLC | 3 | 3 | 0.17% | 0.17% | 0.19% | Q2 2022 | Q4 2022 | 3 |
Litman Gregory Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2019 | 3 |
YHB Investment Advisors, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
St. James Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Bridgefront Capital, LLC | 1 | 1 | 0.27% | 0.44% | 0.76% | Q2 2021 | Q2 2023 | 3 |
MBA Advisors LLC | 2 | 1 | 0.13% | 0.14% | 0.15% | Q1 2022 | Q4 2022 | 3 |
Marble Harbor Investment Counsel, LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q4 2022 | 3 |
GREAT LAKES ADVISORS, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Edgemoor Investment Advisors, Inc. | 3 | 3 | 0.11% | 0.21% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Manning & Napier Group, LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q4 2019 | 3 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.02% | 0.05% | 0.09% | Q1 2022 | Q3 2023 | 3 |
Connor, Clark & Lunn Investment Management Ltd. | 2 | 1 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q4 2022 | 3 |
TD Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Lansing Street Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Ameliora Wealth Management Ltd. | 3 | 3 | 0.17% | 0.24% | 0.34% | Q1 2023 | Q3 2023 | 3 |
COOPER CREEK PARTNERS MANAGEMENT LLC | 2 | 1 | 0.78% | 0.89% | 0.96% | Q4 2022 | Q3 2023 | 3 |
Virginia National Bank | 3 | 3 | 1.78% | 1.83% | 1.92% | Q2 2019 | Q4 2019 | 3 |
RPG Investment Advisory, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
SIT INVESTMENT ASSOCIATES INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2020 | 3 |
EAGLE GLOBAL ADVISORS LLC | 3 | 3 | 0.03% | 0.15% | 0.22% | Q2 2019 | Q4 2019 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.11% | 0.12% | 0.12% | Q1 2023 | Q3 2023 | 3 |
OAKBROOK INVESTMENTS LLC | 3 | 3 | 0.06% | 0.08% | 0.13% | Q2 2019 | Q4 2019 | 3 |
LAU ASSOCIATES LLC | 3 | 3 | 0.57% | 0.79% | 0.93% | Q2 2019 | Q4 2019 | 3 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2019 | 3 |
HENNESSY ADVISORS INC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q4 2019 | 3 |
Optiver Holding B.V. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 3 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
MYCIO WEALTH PARTNERS, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
AMICA MUTUAL INSURANCE CO | 3 | 3 | 0.08% | 0.11% | 0.18% | Q2 2019 | Q4 2019 | 3 |
Baker Chad R | 3 | 3 | 0.08% | 0.09% | 0.09% | Q2 2019 | Q4 2019 | 3 |
Hoover Financial Advisors, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 3 |
CARLSON CAPITAL L P | 3 | 3 | 0.10% | 0.18% | 0.30% | Q2 2019 | Q4 2019 | 3 |
DRW Securities, LLC | 2 | 1 | 0.01% | 0.01% | 0.03% | Q1 2022 | Q1 2023 | 3 |
OCCUDO QUANTITATIVE STRATEGIES LP | 1 | 1 | 0.03% | 0.18% | 0.43% | Q2 2021 | Q2 2023 | 3 |
NumerixS Investment Technologies Inc | 3 | 3 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q2 2020 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Herold Advisors, Inc. | 1 | 1 | 0.04% | 0.06% | 0.06% | Q3 2021 | Q3 2023 | 3 |
Quantamental Technologies LLC | 1 | 1 | 0.17% | 0.27% | 0.37% | Q3 2021 | Q2 2023 | 3 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 3 | 3 | 0.11% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Cheviot Value Management, LLC | 3 | 3 | 0.33% | 0.38% | 0.42% | Q2 2019 | Q4 2019 | 3 |
Graham Capital Management, L.P. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q4 2022 | 3 |
Relative Value Partners Group, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
First Bank & Trust | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
FSC Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Jackson Square Partners, LLC | 3 | 3 | 0.26% | 0.26% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
BFSG, LLC | 2 | 1 | 0.08% | 0.10% | 0.11% | Q3 2019 | Q2 2020 | 3 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 3 | 3 | 0.06% | 0.09% | 0.12% | Q1 2022 | Q3 2022 | 3 |
Evermore Global Advisors, LLC | 3 | 3 | 0.89% | 1.01% | 1.08% | Q2 2019 | Q4 2019 | 3 |
NORTH STAR ASSET MANAGEMENT INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
APPLETON PARTNERS INC/MA | 3 | 3 | 0.03% | 0.05% | 0.07% | Q2 2019 | Q4 2019 | 3 |
Bristol Gate Capital Partners Inc. | 3 | 3 | 3.87% | 4.22% | 4.52% | Q1 2023 | Q3 2023 | 3 |
Qsemble Capital Management, LP | 3 | 3 | 0.15% | 0.54% | 1.14% | Q4 2022 | Q2 2023 | 3 |
Kimelman & Baird, LLC | 2 | 1 | 0.07% | 0.24% | 0.33% | Q2 2019 | Q2 2021 | 3 |
Altshuler Shaham Ltd | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 3 |
CHICAGO EQUITY PARTNERS LLC | 3 | 3 | 0.18% | 0.23% | 0.30% | Q3 2019 | Q1 2020 | 3 |
Windsor Wealth Management, Inc. | 2 | 1 | 0.04% | 0.08% | 0.09% | Q3 2019 | Q3 2021 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 3 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.05% | 0.07% | 0.10% | Q4 2021 | Q3 2022 | 3 |
Crestline Management, LP | 3 | 3 | 0.16% | 0.36% | 0.52% | Q3 2021 | Q1 2022 | 3 |
Taylor Hoffman Wealth Management | 2 | 1 | 0.04% | 0.06% | 0.08% | Q3 2019 | Q2 2020 | 3 |
CHICAGO TRUST Co NA | 3 | 3 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q1 2022 | 3 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Wambolt & Associates, LLC | 3 | 3 | 0.17% | 0.23% | 0.29% | Q1 2023 | Q3 2023 | 3 |
SCHWARTZ INVESTMENT COUNSEL INC | 3 | 3 | 0.06% | 0.13% | 0.17% | Q2 2019 | Q4 2019 | 3 |
CADENCE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.04% | 0.05% | 0.07% | Q2 2019 | Q4 2019 | 3 |
Northeast Financial Consultants Inc | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q4 2019 | 3 |
G&S Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Neuburgh Advisers LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Capital Innovations LLC | 2 | 2 | 0.69% | 0.71% | 0.74% | Q2 2019 | Q3 2019 | 2 |
BSW Wealth Partners | 1 | 1 | 0.08% | 0.11% | 0.14% | Q2 2021 | Q3 2023 | 2 |
Regency Capital Management Inc.\DE | 2 | 2 | 0.12% | 0.45% | 0.78% | Q3 2021 | Q4 2021 | 2 |
IAG Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Fairhaven Wealth Management, LLC | 1 | 1 | 0.72% | 0.73% | 0.73% | Q4 2022 | Q2 2023 | 2 |
Premier Fund Managers Ltd | 2 | 2 | 0.28% | 0.33% | 0.38% | Q3 2022 | Q4 2022 | 2 |
INNOVIS ASSET MANAGEMENT LLC | 2 | 2 | 1.26% | 1.29% | 1.32% | Q4 2022 | Q1 2023 | 2 |
STABLEFORD CAPITAL II LLC | 2 | 2 | 0.38% | 0.41% | 0.43% | Q3 2022 | Q4 2022 | 2 |
Quarry LP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Diversified, LLC | 1 | 1 | 0.01% | 0.04% | 0.08% | Q4 2020 | Q1 2023 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q3 2022 | 2 |
Ameritas Advisory Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q1 2022 | 2 |
Good Life Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Holloway Wealth Management, LLC | 2 | 2 | 0.00% | 0.16% | 0.32% | Q2 2019 | Q3 2019 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
UBS OCONNOR LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q2 2020 | 2 |
JAMES INVESTMENT RESEARCH INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
SUNTRUST BANKS INC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2019 | Q3 2019 | 2 |
Nicholas Hoffman & Company, LLC. | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2019 | Q3 2019 | 2 |
Verger Capital Management LLC | 2 | 2 | 0.49% | 0.49% | 0.50% | Q4 2022 | Q1 2023 | 2 |
Varenne Capital Partners | 2 | 2 | 7.56% | 8.86% | 10.16% | Q1 2023 | Q2 2023 | 2 |
Landsberg, Bennett, & Dubbaneh LLC | 2 | 2 | 0.11% | 0.13% | 0.15% | Q2 2019 | Q3 2019 | 2 |
PARTHENON LLC | 1 | 1 | 0.04% | 0.04% | 0.05% | Q2 2019 | Q4 2019 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q1 2023 | 2 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.04% | 0.08% | Q4 2020 | Q3 2022 | 2 |
Empowered Funds, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2020 | Q1 2021 | 2 |
COOPERMAN LEON G | 2 | 2 | 0.61% | 0.63% | 0.64% | Q2 2019 | Q3 2019 | 2 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.18% | 0.33% | 0.49% | Q4 2022 | Q3 2023 | 2 |
OMERS ADMINISTRATION Corp | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Schiavi & Co LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Ellsworth Advisors, LLC | 2 | 2 | 1.25% | 1.26% | 1.26% | Q2 2023 | Q3 2023 | 2 |
EXENCIAL WEALTH ADVISORS, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
One Capital Management, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2019 | Q3 2019 | 2 |
Buckley Wealth Management, LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q3 2019 | Q4 2019 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 2 |
Convergence Investment Partners, LLC | 2 | 2 | 0.23% | 0.26% | 0.28% | Q1 2020 | Q2 2020 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
LFA - Lugano Financial Advisors SA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
American Trust | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
ELCO Management Co., LLC | 2 | 2 | 0.14% | 0.16% | 0.17% | Q2 2019 | Q3 2019 | 2 |
Jupiter Investment Management Ltd | 2 | 2 | 0.07% | 0.11% | 0.14% | Q2 2019 | Q3 2019 | 2 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q4 2019 | 2 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 2 | 2 | 0.06% | 0.11% | 0.16% | Q2 2019 | Q3 2019 | 2 |
Alyeska Investment Group, L.P. | 2 | 2 | 0.02% | 0.08% | 0.15% | Q3 2022 | Q4 2022 | 2 |
Clearline Capital LP | 2 | 2 | 0.83% | 1.05% | 1.27% | Q3 2019 | Q4 2019 | 2 |
Tradewinds, LLC. | 2 | 2 | 0.14% | 0.15% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Concentric Capital Strategies, LP | 1 | 1 | 0.83% | 0.88% | 0.93% | Q2 2022 | Q3 2023 | 2 |
FRANKLIN STREET ADVISORS INC /NC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q3 2019 | 2 |
West Tower Group, LLC | 2 | 2 | 0.02% | 0.22% | 0.41% | Q2 2023 | Q3 2023 | 2 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.09% | 0.24% | 0.38% | Q3 2023 | Q3 2023 | 2 |
Fort Sheridan Advisors LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q2 2022 | 2 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q3 2019 | 2 |
SHUFRO ROSE & CO LLC | 2 | 2 | 0.02% | 0.10% | 0.17% | Q3 2019 | Q4 2019 | 2 |
Summit Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Meridian Wealth Management, LLC | 1 | 1 | 0.01% | 0.31% | 0.61% | Q2 2019 | Q2 2022 | 2 |
HNP Capital LLC | 1 | 1 | 0.03% | 0.10% | 0.17% | Q1 2020 | Q1 2023 | 2 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
MADDEN SECURITIES Corp | 1 | 1 | 0.05% | 0.07% | 0.09% | Q1 2022 | Q4 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
HANSEATIC MANAGEMENT SERVICES INC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q2 2022 | 2 |
TIVERTON ASSET MANAGEMENT LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Pinnacle West Asset Management, Inc. | 2 | 2 | 0.20% | 0.21% | 0.23% | Q1 2023 | Q2 2023 | 2 |
Reliant Investment Management, LLC | 2 | 2 | 1.61% | 1.65% | 1.70% | Q1 2021 | Q2 2021 | 2 |
Baker Ellis Asset Management LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q3 2019 | 2 |
Eos Focused Equity Management, L.P. | 2 | 2 | 2.46% | 2.63% | 2.80% | Q2 2019 | Q3 2019 | 2 |
PRINCETON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q3 2019 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Westbourne Investment Advisors, Inc. | 2 | 2 | 0.27% | 0.54% | 0.80% | Q3 2019 | Q4 2019 | 2 |
Arcataur Capital Management LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Zurich Insurance Group Ltd/FI | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2019 | Q3 2019 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 2 |
Beck Bode, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 2 |
BOSTON ADVISORS LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2019 | Q3 2019 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BB&T SECURITIES, LLC | 2 | 2 | 0.05% | 0.08% | 0.10% | Q2 2019 | Q3 2019 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Atika Capital Management LLC | 2 | 2 | 1.08% | 1.27% | 1.46% | Q4 2022 | Q1 2023 | 2 |
K.J. Harrison & Partners Inc | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q2 2021 | 2 |
Azimuth Capital Investment Management LLC | 2 | 2 | 0.31% | 0.32% | 0.34% | Q2 2023 | Q3 2023 | 2 |
Biondo Investment Advisors, LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2019 | Q3 2019 | 2 |
Transform Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Pioneer Wealth Management Group | 2 | 2 | 0.17% | 0.19% | 0.20% | Q2 2023 | Q3 2023 | 2 |
ROCKLAND TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.37% | 0.66% | Q4 2021 | Q4 2022 | 2 |
BMT Investment Advisors | 2 | 2 | 0.25% | 0.26% | 0.28% | Q2 2019 | Q3 2019 | 2 |
Oak Grove Capital LLC | 2 | 2 | 0.36% | 0.41% | 0.47% | Q2 2019 | Q3 2019 | 2 |
InterOcean Capital Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.05% | 0.17% | 0.30% | Q3 2019 | Q1 2020 | 2 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 2 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 2 |
RATIONAL ADVISORS LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q4 2022 | 2 |
TRUST CO OF VIRGINIA /VA | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Sterling Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2019 | 2 |
American Money Management, LLC | 2 | 2 | 0.25% | 0.27% | 0.30% | Q2 2019 | Q3 2019 | 2 |
S.A. Mason LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Pensionfund DSM Netherlands | 2 | 2 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q4 2021 | 2 |
Edgestream Partners, L.P. | 2 | 2 | 0.12% | 0.19% | 0.26% | Q2 2023 | Q3 2023 | 2 |
GUYASUTA INVESTMENT ADVISORS INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Heritage Trust Co | 2 | 2 | 0.06% | 0.15% | 0.25% | Q3 2021 | Q4 2021 | 2 |
Wealthspire Advisors, L.P. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Cutter & CO Brokerage, Inc. | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2019 | Q3 2019 | 2 |
MUHLENKAMP & CO INC | 2 | 2 | 0.51% | 0.53% | 0.54% | Q2 2019 | Q3 2019 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2022 | Q3 2022 | 2 |
New Hampshire Trust | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
VAUGHAN & Co SECURITIES, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
BBVA USA Bancshares, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2019 | 2 |
Onex Canada Asset Management Inc. | 1 | 1 | 0.01% | 0.04% | 0.06% | Q2 2019 | Q1 2020 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Barnett & Company, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Alpha Cubed Investments, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 2 |
IRIDIAN ASSET MANAGEMENT LLC/CT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
DRIVE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q2 2023 | 2 |
BMS Financial Advisors, LLC | 2 | 2 | 0.17% | 0.18% | 0.19% | Q4 2022 | Q1 2023 | 2 |
Private Advisory Group LLC | 2 | 2 | 0.23% | 0.24% | 0.25% | Q2 2022 | Q3 2022 | 2 |
Meadow Creek Investment Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Global Wealth Strategies & Associates | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
PEDDOCK CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 2 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Yorktown Management & Research Co Inc | 2 | 2 | 0.09% | 0.11% | 0.12% | Q2 2019 | Q3 2019 | 2 |
Quad-Cities Investment Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q3 2019 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q1 2021 | 2 |
NORTHSTAR CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Glen Harbor Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Pinnacle Wealth Management Advisory Group, LLC | 1 | 1 | 0.03% | 0.06% | 0.09% | Q2 2019 | Q2 2023 | 2 |
CNA FINANCIAL CORP | 2 | 2 | 0.33% | 0.36% | 0.40% | Q2 2019 | Q3 2019 | 2 |
JACKSON SQUARE CAPITAL, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q1 2021 | Q2 2021 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 2 |
Kula Investments, LLC | 2 | 2 | 0.12% | 0.20% | 0.29% | Q4 2022 | Q1 2023 | 2 |
ORRSTOWN FINANCIAL SERVICES INC | 2 | 2 | 0.10% | 0.13% | 0.17% | Q2 2019 | Q3 2019 | 2 |
CAXTON ASSOCIATES LP | 2 | 2 | 0.03% | 0.08% | 0.12% | Q3 2021 | Q4 2021 | 2 |
Polar Asset Management Partners Inc. | 2 | 2 | 0.05% | 0.08% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Elkfork Partners LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Inscription Capital, LLC | 1 | 1 | 0.06% | 0.52% | 0.98% | Q2 2021 | Q2 2022 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2 | 2 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q2 2021 | 2 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
Matthew 25 Management Corp | 2 | 2 | 0.24% | 0.36% | 0.48% | Q4 2021 | Q1 2022 | 2 |
TORRAY INVESTMENT PARTNERS LLC | 2 | 2 | 0.31% | 0.31% | 0.31% | Q2 2019 | Q3 2019 | 2 |
STEVENS CAPITAL MANAGEMENT LP | 1 | 1 | 0.14% | 0.23% | 0.32% | Q3 2019 | Q2 2022 | 2 |
Private Wealth Partners, LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2019 | Q3 2019 | 2 |
Freedom Investment Management, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Atwater Malick LLC | 1 | 1 | 0.09% | 0.10% | 0.10% | Q3 2019 | Q1 2022 | 2 |
Squar Milner Financial Services LLC | 2 | 2 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q1 2020 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Karp Capital Management Corp | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q2 2022 | 2 |
Pine Valley Investments Ltd Liability Co | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
A.R.T. Advisors, LLC | 1 | 1 | 0.21% | 0.51% | 0.80% | Q3 2019 | Q2 2020 | 2 |
Appian Way Asset Management LP | 1 | 1 | 0.89% | 1.27% | 1.66% | Q4 2021 | Q3 2023 | 2 |
Oak Thistle LLC | 1 | 1 | 0.19% | 0.25% | 0.32% | Q1 2022 | Q2 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PDT Partners, LLC | 2 | 2 | 0.22% | 0.27% | 0.33% | Q1 2021 | Q2 2021 | 2 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Peoples Bank/KS | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q4 2023 | 2 |
Vontobel Swiss Wealth Advisors AG | 2 | 2 | 2.95% | 3.12% | 3.28% | Q1 2021 | Q2 2021 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Imprint Wealth LLC | 2 | 2 | 0.23% | 0.25% | 0.26% | Q1 2023 | Q2 2023 | 2 |
Janney Capital Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
SteelPeak Wealth, LLC | 1 | 1 | 0.06% | 0.08% | 0.11% | Q4 2022 | Q2 2023 | 2 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.14% | 0.14% | 0.15% | Q2 2019 | Q3 2022 | 2 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2 | 2 | 0.04% | 0.05% | 0.07% | Q3 2019 | Q4 2019 | 2 |
National Wealth Management Group, LLC | 1 | 1 | 0.24% | 0.35% | 0.45% | Q3 2022 | Q2 2023 | 2 |
Hilton Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Sunflower Bank, N.A. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2022 | 2 |
ETRADE Capital Management LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q2 2020 | 2 |
Kovack Advisors, Inc. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
ROVIN CAPITAL /UT/ /ADV | 2 | 2 | 0.20% | 0.25% | 0.30% | Q4 2021 | Q1 2022 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Kemnay Advisory Services Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
MARYLAND CAPITAL ADVISORS INC. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Asset Planning Services, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Eos Management, L.P. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q3 2019 | 2 |
Spark Investment Management LLC | 2 | 2 | 0.36% | 0.37% | 0.37% | Q3 2019 | Q4 2019 | 2 |
Brainard Capital Management LLC | 2 | 2 | 0.19% | 0.22% | 0.26% | Q4 2022 | Q1 2023 | 2 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.11% | 0.13% | 0.16% | Q3 2019 | Q3 2020 | 2 |
GVO Asset Management Ltd | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2021 | Q2 2021 | 2 |
Heartland Bank & Trust Co | 2 | 2 | 0.58% | 0.60% | 0.62% | Q2 2021 | Q3 2021 | 2 |
Old North State Trust, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 2 | 2 | 0.16% | 0.16% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Mizuho Securities Co. Ltd. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
Grant Street Asset Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Annandale Capital, LLC | 2 | 2 | 0.07% | 0.08% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Werlinich Asset Management, LLC | 2 | 2 | 1.19% | 1.27% | 1.36% | Q1 2021 | Q2 2021 | 2 |
Citizens Business Bank | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q3 2019 | 2 |
Dorsey & Whitney Trust CO LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q3 2019 | 2 |
Bridgewater Advisors Inc. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q2 2022 | 2 |
Cordatus Wealth Management LLC | 1 | 1 | 1.16% | 2.55% | 3.94% | Q2 2022 | Q4 2022 | 2 |
SMITH ASSET MANAGEMENT GROUP LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 2 |
Red Tortoise LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Bank Pictet & Cie (Europe) AG | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q2 2020 | 2 |
BOSTON FAMILY OFFICE LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
MACNEALY HOOVER INVESTMENT MANAGEMENT INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2019 | Q2 2019 | 1 |
Cyndeo Wealth Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
CARL STUART INVESTMENT ADVISOR, INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Artemis Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Rubric Capital Management LP | 1 | 1 | 3.96% | 3.96% | 3.96% | Q2 2019 | Q2 2019 | 1 |
Ledyard National Bank | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Crescent Sterling, Ltd. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2019 | Q2 2019 | 1 |
55I, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Watson Rebecca | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2021 | Q3 2021 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Winthrop Partners - WNY, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Cox Capital Mgt LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
DRAVO BAY LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
FRG Family Wealth Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Landmark Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Patten Group, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q2 2019 | 1 |
ACCIDENT COMPENSATION CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SANDERS MORRIS HARRIS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
PRICE MICHAEL F | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q2 2019 | 1 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2019 | Q2 2019 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Briaud Financial Planning, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Capricorn Fund Managers Ltd | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2023 | Q3 2023 | 1 |
Investment Counsel Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2019 | Q2 2019 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Cullen Capital Management, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2019 | Q2 2019 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Shamrock Asset Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Kaizen Financial Strategies | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2021 | Q1 2021 | 1 |
Paragon Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
BRASADA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Hudson Bay Capital Management LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Weil Company, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
WADDELL & REED FINANCIAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
DAVIS-REA LTD. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2019 | Q2 2019 | 1 |
LGL PARTNERS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
Scott & Selber, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2022 | Q1 2022 | 1 |
Donoghue Forlines LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2020 | Q4 2020 | 1 |
One Fin Capital Management LP | 1 | 1 | 1.56% | 1.56% | 1.56% | Q2 2019 | Q2 2019 | 1 |
Lombard Odier Asset Management (Switzerland) SA | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
NVWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Millburn Ridgefield Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Richard Bernstein Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
DoubleLine ETF Adviser LP | 1 | 1 | 1.12% | 1.12% | 1.12% | Q2 2023 | Q2 2023 | 1 |
BAHL & GAYNOR INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
MARINO, STRAM & ASSOCIATES LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Lowe Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
CARDEROCK CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Empyrean Capital Partners, LP | 1 | 1 | 0.77% | 0.77% | 0.77% | Q2 2019 | Q2 2019 | 1 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 1.44% | 1.44% | 1.44% | Q3 2023 | Q3 2023 | 1 |
Fosun International Ltd | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SpiderRock Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Sawyer & Company, Inc | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2019 | Q2 2019 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Price Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
PRIVATE MANAGEMENT GROUP INC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2019 | Q2 2019 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Azimuth Capital Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Essex Savings Bank | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
ROGCO, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2020 | Q4 2020 | 1 |
iA Global Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
WealthPlan Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Mechanics Bank Trust Department | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Old Port Advisors | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2019 | Q2 2019 | 1 |
THOMIST CAPITAL MANAGEMENT, LP | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2022 | Q4 2022 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Gunderson Capital Management Inc. | 1 | 1 | 4.46% | 4.46% | 4.46% | Q1 2021 | Q1 2021 | 1 |
Rock Creek Group, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CUTLER INVESTMENT COUNSEL LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2019 | Q2 2019 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CWS Financial Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Delek Group, Ltd. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2019 | Q2 2019 | 1 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
Stevens First Principles Investment Advisors | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2019 | Q2 2019 | 1 |
FRED ALGER MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Sharkey, Howes & Javer | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
WESTERN FINANCIAL Corp | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2022 | Q3 2022 | 1 |
Foresight Global Investors, Inc. | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2023 | Q3 2023 | 1 |
Colony Family Offices, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Infini Master Fund | 1 | 1 | 1.00% | 1.00% | 1.00% | Q1 2022 | Q1 2022 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BROOKS, MOORE & ASSOCIATES, INC. | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2019 | Q2 2019 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Dougherty Wealth Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
KIRR MARBACH & CO LLC /IN/ | 1 | 1 | 1.18% | 1.18% | 1.18% | Q1 2020 | Q1 2020 | 1 |
Broderick Brian C | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q2 2019 | 1 |
CRAWFORD INVESTMENT COUNSEL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Leverage Partners Absolute Return Fund SPC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q1 2022 | Q1 2022 | 1 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
NORTHSTAR INVESTMENT ADVISORS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
BIEGEL & WALLER LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2019 | Q2 2019 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
FOSTER DYKEMA CABOT & CO INC/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ICW Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
LOEWS CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
DEFINED WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Copeland Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Jackson Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
Angeles Investment Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MONTCHANIN ASSET MANAGEMENT, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2023 | Q2 2023 | 1 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
BLUESTEIN R H & CO LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
HOME FEDERAL BANK OF TENNESSEE | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2019 | Q2 2019 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
RKL Wealth Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Next Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q2 2019 | Q2 2019 | 1 |
Northwest Bancshares, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2019 | Q2 2019 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
MANA Advisors LLC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q2 2020 | Q2 2020 | 1 |
Pineno Levin & Ford Asset Management, Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2019 | Q2 2019 | 1 |
Axiom Investment Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2019 | Q2 2019 | 1 |
AFFINITY INVESTMENT ADVISORS, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2019 | Q2 2019 | 1 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
HWG Holdings LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ilmarinen Mutual Pension Insurance Co | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
PITCAIRN CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TCWP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Texas Capital Bank Wealth Management Services Inc | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2019 | Q2 2019 | 1 |
Greenhouse Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Brookfield Public Securities Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Vest Financial, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
V-Square Quantitative Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Alambic Investment Management, L.P. | 1 | 1 | 1.46% | 1.46% | 1.46% | Q2 2020 | Q2 2020 | 1 |
LSV ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Cornerstone Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
HARRIS ASSOCIATES L P | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2023 | Q3 2023 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ARS Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Susquehanna International Group Ltd. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Voleon Capital Management LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2019 | Q3 2019 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
TBH Global Asset Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
CHEMICAL BANK | 1 | 1 | 1.49% | 1.49% | 1.49% | Q2 2019 | Q2 2019 | 1 |
Stamos Capital Partners, L.P. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Atlantic Union Bankshares Corp | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2019 | Q2 2019 | 1 |
CHOREO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Southpoint Capital Advisors LP | 1 | 1 | 0.84% | 0.84% | 0.84% | Q2 2019 | Q2 2019 | 1 |
Bard Financial Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Ruffer LLP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2019 | Q2 2019 | 1 |
REBALANCE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CORNERSTONE ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
DCM Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
Bullseye Investment Management, LLC | 1 | 1 | 1.12% | 1.12% | 1.12% | Q1 2023 | Q1 2023 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MCRAE CAPITAL MANAGEMENT INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
Princeton Portfolio Strategies Group LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2019 | Q2 2019 | 1 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
CONNABLE OFFICE INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q2 2019 | 1 |
Providence Wealth Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2019 | Q3 2019 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
COMMONWEALTH BANK OF AUSTRALIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
WJ Interests, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Emerson Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Vinva Investment Management Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
COBALT CAPITAL MANAGEMENT, INC. | 1 | 1 | 1.03% | 1.03% | 1.03% | Q4 2020 | Q4 2020 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Slate Path Capital LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2019 | Q2 2019 | 1 |
Campbell Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Samjo Capital LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Alpha Omega Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Quaker Capital Investments, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2019 | Q2 2019 | 1 |
Capital Square, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Phocas Financial Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
SASCO CAPITAL INC / CT/ | 1 | 1 | 0.82% | 0.82% | 0.82% | Q2 2019 | Q2 2019 | 1 |
SALEM CAPITAL MANAGEMENT INC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q2 2019 | Q2 2019 | 1 |
Summit Global Investments | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Hayek Kallen Investment Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
Jade Capital Advisors, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q1 2022 | Q1 2022 | 1 |
WHALEROCK POINT PARTNERS, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2019 | Q2 2019 | 1 |
Provident Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Aries Wealth Management | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2019 | Q2 2019 | 1 |
AJO, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
CHEMUNG CANAL TRUST CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
ELM ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Permian Investment Partners, LP | 1 | 1 | 1.93% | 1.93% | 1.93% | Q2 2019 | Q2 2019 | 1 |
ERN LLC | 1 | 1 | 1.43% | 1.43% | 1.43% | Q2 2022 | Q2 2022 | 1 |
MONOGRAPH WEALTH ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Ashfield Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
WILLIAMS JONES & ASSOCIATES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Cove Street Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Wakefield Asset Management LLLP | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2021 | Q4 2021 | 1 |
Triasima Portfolio Management inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Pluribus Labs, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2021 | Q4 2021 | 1 |
Avestar Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Doyle Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
RBA Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SkyView Investment Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Visionary Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Altavista Wealth Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
JGP Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q2 2019 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
TFG Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
O'Dell Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WHITENER CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
NORTHSTAR WEALTH PARTNERS LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2019 | Q2 2019 | 1 |
MADISON INVESTMENT HOLDINGS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q2 2019 | 1 |
Verity & Verity, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Luken Investment Analytics, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Coastline Trust Co | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
West Oak Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
EA Series Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Advisor OS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Operose Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Tandem Investment Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
3Chopt Investment Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
XR Securities LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Rinkey Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Clear Perspective Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Rathbones Group PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MITCHELL SINKLER & STARR/PA | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Sage Financial Management Group, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
ARK Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
GYL FINANCIAL SYNERGIES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
United Community Bank | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
Dakota Community Bank & Trust NA | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2023 | Q2 2023 | 1 |
HOMESTEAD ADVISERS CORP | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2019 | Q2 2019 | 1 |
IFG Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Infini Capital Management Ltd | 1 | 1 | 1.00% | 1.00% | 1.00% | Q1 2022 | Q1 2022 | 1 |
ENGINE NO. 1 LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
Guidant Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Arnhold LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
GILDER GAGNON HOWE & CO LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TITLEIST CAPITAL, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Kovitz Investment Group Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Ceredex Value Advisors LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2019 | Q2 2019 | 1 |
Field & Main Bank | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q2 2019 | 1 |
Intersect Capital LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2019 | Q2 2019 | 1 |
TCG Advisors, LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2019 | Q2 2019 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Moloney Securities Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
External links
This page lists all the filers that currently own CORTEVA INC or have owned CORTEVA INC in the past.