Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 116 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q3 2023 | 102 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.08% | Q1 2012 | Q3 2023 | 99 |
BARCLAYS PLC | 30 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2022 | 91 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 89 |
Citadel Advisors | 31 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 86 |
JANE STREET GROUP, LLC | 28 | 3 | 0.00% | 0.05% | 0.70% | Q1 2014 | Q3 2023 | 71 |
UBS Group AG | 36 | 36 | 0.00% | 0.10% | 0.27% | Q4 2014 | Q3 2023 | 69 |
Twin Tree Management, LP | 14 | 1 | 0.00% | 0.04% | 0.28% | Q4 2012 | Q3 2023 | 65 |
WOLVERINE TRADING, LLC | 10 | 3 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q3 2023 | 63 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.01% | 0.04% | 0.36% | Q1 2009 | Q3 2023 | 59 |
D. E. Shaw & Co., Inc. | 17 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 59 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q2 2018 | 54 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 50 |
GLENMEDE TRUST CO NA | 42 | 1 | 0.01% | 0.08% | 0.40% | Q4 2006 | Q3 2023 | 49 |
MUFG Americas Holdings Corp | 48 | 48 | 0.02% | 0.08% | 0.24% | Q4 2010 | Q3 2022 | 48 |
TORONTO DOMINION BANK | 25 | 17 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 47 |
First Horizon Advisors, Inc. | 47 | 47 | 0.01% | 0.10% | 0.38% | Q1 2012 | Q3 2023 | 47 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 46 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q1 2017 | 45 |
Joel Isaacson & Co., LLC | 44 | 44 | 0.07% | 0.17% | 0.45% | Q4 2012 | Q3 2023 | 44 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.01% | 0.03% | 0.06% | Q4 2012 | Q3 2023 | 44 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.16% | 0.27% | Q2 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.02% | 0.03% | 0.07% | Q1 2013 | Q3 2023 | 43 |
BRYN MAWR TRUST Co | 43 | 43 | 0.01% | 0.02% | 0.03% | Q1 2013 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.01% | 0.01% | 0.04% | Q4 2012 | Q2 2023 | 43 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 1.37% | 2.36% | 3.09% | Q1 2013 | Q3 2023 | 43 |
Cetera Advisor Networks LLC | 43 | 43 | 0.01% | 0.03% | 0.08% | Q1 2013 | Q3 2023 | 43 |
Parallax Volatility Advisers, L.P. | 16 | 1 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q4 2017 | 43 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.02% | 0.16% | Q3 2013 | Q3 2023 | 43 |
SCOTIA CAPITAL INC. | 42 | 42 | 0.04% | 0.24% | 0.35% | Q2 2013 | Q3 2023 | 43 |
Bank of New York Mellon Corp | 43 | 43 | 0.00% | 0.01% | 0.03% | Q1 2013 | Q3 2023 | 43 |
Cypress Capital Group | 42 | 42 | 0.07% | 0.13% | 0.31% | Q2 2013 | Q3 2023 | 42 |
M&T BANK CORP | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
THOMPSON SIEGEL & WALMSLEY LLC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
LAZARD ASSET MANAGEMENT LLC | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.01% | 0.06% | 0.23% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.01% | 0.10% | 0.41% | Q2 2013 | Q3 2023 | 42 |
GAMCO INVESTORS, INC. ET AL | 42 | 42 | 0.45% | 0.57% | 0.75% | Q2 2013 | Q3 2023 | 42 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 42 | 42 | 0.01% | 0.12% | 0.25% | Q2 2013 | Q3 2023 | 42 |
INTRUST BANK NA | 42 | 42 | 0.06% | 0.13% | 0.43% | Q2 2013 | Q3 2023 | 42 |
PITTENGER & ANDERSON INC | 42 | 42 | 0.13% | 0.28% | 0.73% | Q2 2013 | Q3 2023 | 42 |
Tweedy, Browne Co LLC | 42 | 42 | 0.88% | 1.11% | 1.44% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
MOTCO | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
LEVIN CAPITAL STRATEGIES, L.P. | 42 | 42 | 0.00% | 1.06% | 2.42% | Q2 2013 | Q3 2023 | 42 |
BOSTON FAMILY OFFICE LLC | 42 | 42 | 0.14% | 0.21% | 0.33% | Q2 2013 | Q3 2023 | 42 |
MAI Capital Management | 42 | 42 | 0.20% | 0.54% | 1.27% | Q2 2013 | Q3 2023 | 42 |
Cullen Capital Management, LLC | 42 | 42 | 0.89% | 1.69% | 2.38% | Q2 2013 | Q3 2023 | 42 |
HARRIS ASSOCIATES L P | 42 | 42 | 0.01% | 0.79% | 1.53% | Q2 2013 | Q3 2023 | 42 |
Murphy Pohlad Asset Management LLC | 42 | 42 | 0.21% | 0.48% | 1.54% | Q2 2013 | Q3 2023 | 42 |
SAYBROOK CAPITAL /NC | 42 | 42 | 2.72% | 3.28% | 3.66% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Colonial Trust Advisors | 42 | 42 | 0.65% | 0.95% | 1.76% | Q2 2013 | Q3 2023 | 42 |
MITCHELL SINKLER & STARR/PA | 42 | 42 | 0.16% | 0.68% | 1.24% | Q2 2013 | Q3 2023 | 42 |
DODGE & COX | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
JONES FINANCIAL COMPANIES LLLP | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Dorsey & Whitney Trust CO LLC | 42 | 42 | 0.06% | 0.14% | 0.30% | Q2 2013 | Q3 2023 | 42 |
BOSTON FINANCIAL MANGEMENT LLC | 42 | 42 | 0.34% | 0.71% | 1.20% | Q2 2013 | Q3 2023 | 42 |
HM PAYSON & CO | 42 | 42 | 0.22% | 0.91% | 1.43% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ADIRONDACK TRUST CO | 42 | 42 | 0.00% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 42 |
DILLON & ASSOCIATES INC | 42 | 42 | 0.25% | 0.63% | 1.06% | Q2 2013 | Q3 2023 | 42 |
Clarkston Capital Partners, LLC | 42 | 42 | 0.10% | 0.73% | 1.50% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.16% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Marble Harbor Investment Counsel, LLC | 42 | 42 | 0.38% | 0.54% | 0.73% | Q2 2013 | Q3 2023 | 42 |
West Oak Capital, LLC | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
JOHNSON INVESTMENT COUNSEL INC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.02% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.26% | 0.77% | 1.26% | Q2 2013 | Q4 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.01% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
WEBSTER BANK, N. A. | 42 | 42 | 0.03% | 0.15% | 0.75% | Q2 2013 | Q3 2023 | 42 |
HS Management Partners, LLC | 42 | 42 | 2.16% | 4.11% | 6.19% | Q2 2013 | Q3 2023 | 42 |
Narwhal Capital Management | 42 | 42 | 0.21% | 0.97% | 1.37% | Q2 2013 | Q3 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.19% | 0.66% | 1.02% | Q2 2013 | Q3 2023 | 42 |
Markel Corporation | 42 | 42 | 2.43% | 3.59% | 5.28% | Q2 2013 | Q3 2023 | 42 |
Parkside Financial Bank & Trust | 42 | 42 | 0.05% | 0.11% | 0.22% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.13% | 0.19% | 0.27% | Q2 2013 | Q3 2023 | 42 |
WEIK CAPITAL MANAGEMENT | 42 | 42 | 2.04% | 2.69% | 3.12% | Q2 2013 | Q3 2023 | 42 |
Essex Financial Services, Inc. | 42 | 42 | 0.07% | 0.11% | 0.22% | Q2 2013 | Q3 2023 | 42 |
TOWER BRIDGE ADVISORS | 42 | 42 | 0.86% | 1.31% | 1.67% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL TRUST CO | 42 | 42 | 0.03% | 0.13% | 0.38% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.06% | 0.12% | 0.19% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.09% | 0.28% | 0.50% | Q2 2013 | Q3 2023 | 42 |
PRIO WEALTH LIMITED PARTNERSHIP | 42 | 42 | 0.72% | 0.90% | 1.00% | Q2 2013 | Q3 2023 | 42 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 42 | 42 | 0.00% | 0.05% | 0.23% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.07% | 0.22% | 0.34% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
SHELTON CAPITAL MANAGEMENT | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
RMB Capital Management, LLC | 42 | 42 | 0.24% | 0.49% | 1.19% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
COURIER CAPITAL LLC | 42 | 42 | 0.19% | 0.43% | 0.70% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.01% | 0.12% | 0.17% | Q2 2013 | Q3 2023 | 42 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 42 | 42 | 0.00% | 0.11% | 0.62% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.06% | 0.22% | 0.35% | Q2 2013 | Q3 2023 | 42 |
PARSONS CAPITAL MANAGEMENT INC/RI | 42 | 42 | 0.06% | 0.09% | 0.15% | Q2 2013 | Q3 2023 | 42 |
ProVise Management Group, LLC | 42 | 42 | 0.03% | 0.15% | 0.24% | Q2 2013 | Q3 2023 | 42 |
SouthState Corp | 42 | 42 | 0.14% | 0.44% | 0.98% | Q2 2013 | Q3 2023 | 42 |
SIT INVESTMENT ASSOCIATES INC | 42 | 42 | 0.09% | 0.21% | 0.74% | Q2 2013 | Q3 2023 | 42 |
WEATHERLY ASSET MANAGEMENT L. P. | 42 | 42 | 0.13% | 0.31% | 0.75% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 42 | 42 | 0.53% | 0.76% | 1.08% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.03% | 0.08% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Portland Global Advisors LLC | 42 | 42 | 0.87% | 1.08% | 1.24% | Q2 2013 | Q3 2023 | 42 |
GREENWOOD GEARHART INC | 42 | 42 | 1.66% | 2.39% | 3.22% | Q2 2013 | Q3 2023 | 42 |
JCIC Asset Management Inc. | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
FISHMAN JAY A LTD/MI | 42 | 42 | 0.46% | 1.21% | 3.76% | Q2 2013 | Q3 2023 | 42 |
Hardman Johnston Global Advisors LLC | 42 | 42 | 0.01% | 1.51% | 10.58% | Q2 2013 | Q3 2023 | 42 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 42 | 42 | 1.73% | 2.20% | 2.55% | Q2 2013 | Q3 2023 | 42 |
WMS Partners, LLC | 42 | 42 | 0.26% | 0.73% | 1.36% | Q2 2013 | Q3 2023 | 42 |
Welch Group, LLC | 42 | 42 | 0.03% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.03% | 0.08% | 0.15% | Q2 2013 | Q3 2023 | 42 |
Johnson Financial Group, Inc. | 42 | 42 | 0.00% | 0.03% | 0.22% | Q2 2013 | Q3 2023 | 42 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 42 | 42 | 1.52% | 2.01% | 2.44% | Q2 2013 | Q3 2023 | 42 |
FIRST FOUNDATION ADVISORS | 42 | 42 | 0.05% | 1.11% | 2.97% | Q2 2013 | Q3 2023 | 42 |
Weitz Investment Management | 42 | 42 | 0.10% | 0.53% | 1.02% | Q2 2013 | Q3 2023 | 42 |
KCM INVESTMENT ADVISORS LLC | 42 | 42 | 0.01% | 0.05% | 0.18% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Douglass Winthrop Advisors, LLC | 42 | 42 | 0.07% | 1.36% | 2.62% | Q2 2013 | Q3 2023 | 42 |
BAHL & GAYNOR INC | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
MONTAG A & ASSOCIATES INC | 42 | 42 | 0.21% | 0.45% | 1.04% | Q2 2013 | Q3 2023 | 42 |
Callahan Advisors, LLC | 42 | 42 | 0.75% | 1.01% | 1.52% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.04% | 0.17% | 0.38% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Ramsay, Stattman, Vela & Price, Inc. | 42 | 42 | 1.66% | 2.71% | 3.35% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 42 | 42 | 0.04% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 42 |
HYMAN CHARLES D | 42 | 42 | 0.13% | 0.24% | 0.31% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VERMONT | 42 | 42 | 0.35% | 0.64% | 0.84% | Q2 2013 | Q3 2023 | 42 |
WOODMONT INVESTMENT COUNSEL LLC | 42 | 42 | 0.20% | 0.36% | 0.70% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Boston Trust Walden Corp | 42 | 42 | 0.08% | 0.19% | 0.43% | Q2 2013 | Q3 2023 | 42 |
Haverford Trust Co | 42 | 42 | 0.01% | 0.08% | 0.40% | Q2 2013 | Q3 2023 | 42 |
Fisher Asset Management, LLC | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Garrison Asset Management, LLC | 42 | 42 | 0.14% | 0.21% | 0.27% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
AUXIER ASSET MANAGEMENT | 42 | 42 | 0.32% | 0.43% | 0.56% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
HOWLAND CAPITAL MANAGEMENT LLC | 42 | 42 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Highlander Capital Management, LLC | 42 | 42 | 0.16% | 0.47% | 0.76% | Q2 2013 | Q3 2023 | 42 |
Brookmont Capital Management | 42 | 42 | 1.00% | 1.97% | 3.54% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.01% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 42 |
AR ASSET MANAGEMENT INC | 42 | 42 | 1.72% | 2.28% | 2.86% | Q2 2013 | Q3 2023 | 42 |
CIBC WORLD MARKET INC. | 42 | 42 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Nelson Capital Management, LLC | 42 | 42 | 0.71% | 1.52% | 3.84% | Q2 2013 | Q3 2023 | 42 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 42 | 42 | 0.06% | 0.22% | 0.32% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.05% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 42 |
West Coast Financial LLC | 42 | 42 | 0.26% | 0.59% | 1.44% | Q2 2013 | Q3 2023 | 42 |
JARISLOWSKY, FRASER Ltd | 42 | 42 | 0.52% | 0.66% | 0.87% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.48% | 0.62% | 0.78% | Q2 2013 | Q3 2023 | 42 |
LOGAN CAPITAL MANAGEMENT INC | 42 | 42 | 0.02% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Timber Creek Capital Management LLC | 42 | 42 | 0.03% | 0.07% | 0.91% | Q2 2013 | Q3 2023 | 42 |
DAVENPORT & Co LLC | 42 | 42 | 0.43% | 0.73% | 0.97% | Q2 2013 | Q3 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.06% | 0.19% | Q2 2013 | Q3 2023 | 41 |
WEDBUSH SECURITIES INC | 34 | 7 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 41 |
FAYEZ SAROFIM & CO | 40 | 1 | 0.34% | 0.48% | 0.78% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 41 |
Sky Investment Group LLC | 41 | 41 | 0.92% | 1.47% | 2.17% | Q3 2013 | Q3 2023 | 41 |
Gradient Investments LLC | 24 | 17 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 41 |
FARMERS & MERCHANTS INVESTMENTS INC | 31 | 10 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 41 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.05% | 0.09% | 0.13% | Q2 2013 | Q2 2023 | 41 |
J.P. Morgan Private Wealth Advisors LLC | 40 | 1 | 0.03% | 0.11% | 0.46% | Q2 2013 | Q3 2023 | 41 |
FDx Advisors, Inc. | 40 | 1 | 0.02% | 0.12% | 0.23% | Q2 2013 | Q3 2023 | 41 |
BRADLEY FOSTER & SARGENT INC/CT | 28 | 13 | 0.02% | 0.16% | 0.76% | Q2 2013 | Q3 2023 | 41 |
PROFESSIONAL ADVISORY SERVICES INC | 41 | 41 | 0.03% | 1.70% | 4.08% | Q2 2013 | Q2 2023 | 41 |
Chevy Chase Trust Holdings, LLC | 41 | 41 | 0.00% | 0.02% | 0.13% | Q3 2013 | Q3 2023 | 41 |
CARRET ASSET MANAGEMENT, LLC | 27 | 14 | 0.03% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 41 |
America First Investment Advisors, LLC | 41 | 41 | 3.28% | 4.27% | 5.35% | Q2 2013 | Q2 2023 | 41 |
First City Capital Management, Inc. | 27 | 14 | 0.15% | 0.22% | 0.30% | Q2 2013 | Q3 2023 | 41 |
Hills Bank & Trust Co | 27 | 14 | 0.02% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 41 |
BAXTER BROS INC | 30 | 11 | 0.13% | 0.71% | 1.77% | Q2 2013 | Q3 2023 | 41 |
CYPRESS ASSET MANAGEMENT INC/TX | 41 | 41 | 1.57% | 2.23% | 2.89% | Q2 2013 | Q2 2023 | 41 |
NORTHEAST INVESTMENT MANAGEMENT | 25 | 16 | 0.01% | 0.24% | 1.49% | Q2 2013 | Q3 2023 | 41 |
Smithfield Trust Co | 40 | 40 | 0.00% | 0.03% | 0.07% | Q4 2013 | Q3 2023 | 40 |
CITY HOLDING CO | 40 | 40 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2023 | 40 |
Tradewinds Capital Management, LLC | 40 | 40 | 0.01% | 0.09% | 0.24% | Q4 2013 | Q3 2023 | 40 |
Stonebridge Capital Advisors LLC | 40 | 40 | 0.78% | 0.92% | 1.16% | Q4 2013 | Q3 2023 | 40 |
HAMEL ASSOCIATES, INC. | 40 | 40 | 0.13% | 1.18% | 1.80% | Q4 2013 | Q3 2023 | 40 |
Wunderlich Capital Managemnt | 40 | 40 | 0.41% | 0.97% | 1.28% | Q4 2013 | Q3 2023 | 40 |
Notis-McConarty Edward | 40 | 40 | 0.32% | 0.56% | 0.70% | Q4 2013 | Q3 2023 | 40 |
NAPLES GLOBAL ADVISORS, LLC | 40 | 40 | 0.29% | 0.47% | 0.68% | Q4 2013 | Q3 2023 | 40 |
Addison Capital Co | 40 | 40 | 0.46% | 0.80% | 2.16% | Q4 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.02% | 0.06% | 0.16% | Q4 2013 | Q3 2023 | 40 |
BOKF, NA | 25 | 6 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 40 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 38 | 2 | 0.00% | 0.32% | 0.63% | Q2 2013 | Q3 2023 | 40 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 39 | 1 | 0.01% | 0.05% | 0.17% | Q3 2013 | Q3 2023 | 40 |
EARNEST PARTNERS LLC | 40 | 40 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 40 |
Plante Moran Financial Advisors, LLC | 36 | 4 | 0.00% | 0.03% | 0.17% | Q3 2013 | Q3 2023 | 40 |
Financial Architects, Inc | 28 | 4 | 0.00% | 0.17% | 0.32% | Q2 2013 | Q2 2023 | 40 |
KING LUTHER CAPITAL MANAGEMENT CORP | 39 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 40 |
MILLENNIUM MANAGEMENT LLC | 12 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 40 |
PINNACLE ASSOCIATES LTD | 38 | 2 | 0.00% | 0.12% | 0.30% | Q3 2013 | Q3 2023 | 40 |
SUMMITRY LLC | 32 | 8 | 0.03% | 0.73% | 2.19% | Q2 2013 | Q3 2023 | 40 |
CHOREO, LLC | 39 | 39 | 0.01% | 0.06% | 0.15% | Q1 2014 | Q3 2023 | 39 |
Zuckerman Investment Group, LLC | 37 | 2 | 0.05% | 0.10% | 0.62% | Q1 2011 | Q3 2023 | 39 |
Columbia Asset Management | 33 | 6 | 0.14% | 0.32% | 0.53% | Q4 2013 | Q3 2023 | 39 |
TWO SIGMA SECURITIES, LLC | 8 | 1 | 0.00% | 0.03% | 0.27% | Q4 2016 | Q3 2023 | 39 |
COMERICA BANK | 39 | 39 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q4 2022 | 39 |
Moors & Cabot, Inc. | 39 | 39 | 0.11% | 0.25% | 0.39% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.08% | 0.12% | 0.15% | Q1 2014 | Q3 2023 | 39 |
Occidental Asset Management, LLC | 39 | 39 | 0.17% | 0.63% | 2.61% | Q1 2014 | Q3 2023 | 39 |
Sather Financial Group Inc | 25 | 1 | 0.03% | 1.34% | 4.39% | Q2 2013 | Q3 2023 | 39 |
NEW ENGLAND ASSET MANAGEMENT INC | 39 | 39 | 0.43% | 0.71% | 0.98% | Q2 2013 | Q4 2022 | 39 |
Regent Investment Management LLC | 39 | 39 | 0.20% | 0.70% | 1.92% | Q2 2013 | Q4 2022 | 39 |
Penobscot Investment Management Company, Inc. | 26 | 13 | 0.04% | 0.07% | 0.13% | Q3 2013 | Q3 2023 | 39 |
GRANDFIELD & DODD, LLC | 35 | 4 | 0.03% | 2.28% | 3.26% | Q3 2013 | Q3 2023 | 39 |
Janney Montgomery Scott LLC | 28 | 11 | 0.05% | 0.13% | 0.21% | Q2 2013 | Q2 2023 | 39 |
GAMBLE JONES INVESTMENT COUNSEL | 39 | 39 | 0.13% | 0.25% | 0.44% | Q2 2013 | Q4 2022 | 39 |
Atlantic Union Bankshares Corp | 39 | 39 | 0.07% | 0.55% | 0.96% | Q1 2014 | Q3 2023 | 39 |
Cutter & CO Brokerage, Inc. | 23 | 16 | 0.85% | 1.22% | 1.64% | Q2 2013 | Q1 2023 | 39 |
LEE DANNER & BASS INC | 39 | 39 | 0.03% | 0.27% | 0.44% | Q1 2014 | Q3 2023 | 39 |
SOL Capital Management CO | 27 | 12 | 0.04% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 39 |
Asset Management One Co., Ltd. | 39 | 39 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 39 |
COUNTRY TRUST BANK | 39 | 39 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2023 | 39 |
HOWE & RUSLING INC | 38 | 38 | 0.00% | 0.32% | 2.36% | Q2 2013 | Q3 2022 | 38 |
CRAWFORD INVESTMENT COUNSEL INC | 27 | 2 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 38 |
Stratos Wealth Partners, LTD. | 38 | 38 | 0.02% | 0.04% | 0.14% | Q2 2014 | Q3 2023 | 38 |
Stillwater Investment Management, LLC | 38 | 38 | 0.26% | 0.49% | 0.89% | Q4 2013 | Q1 2023 | 38 |
Smith, Salley & Associates | 38 | 38 | 0.06% | 1.15% | 1.85% | Q2 2014 | Q3 2023 | 38 |
STATE STREET CORP | 34 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 38 |
American Research & Management Co. | 38 | 38 | 0.00% | 0.09% | 0.16% | Q2 2013 | Q3 2022 | 38 |
Covington Capital Management | 38 | 38 | 0.03% | 0.08% | 0.14% | Q2 2013 | Q3 2022 | 38 |
Hudock, Inc. | 38 | 38 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2022 | 38 |
Checchi Capital Advisers, LLC | 38 | 38 | 0.04% | 0.07% | 0.12% | Q2 2014 | Q3 2023 | 38 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 38 | 38 | 0.38% | 0.59% | 0.73% | Q2 2014 | Q3 2023 | 38 |
GUARDIAN CAPITAL ADVISORS LP | 38 | 38 | 0.19% | 0.72% | 1.32% | Q2 2014 | Q3 2023 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2022 | 38 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 22 | 15 | 0.01% | 0.19% | 0.35% | Q2 2013 | Q3 2022 | 37 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 37 | 37 | 0.00% | 0.04% | 0.19% | Q2 2013 | Q2 2022 | 37 |
BLUESTEIN R H & CO LLC | 20 | 17 | 0.01% | 0.42% | 2.42% | Q2 2013 | Q3 2022 | 37 |
Carnegie Capital Asset Management, LLC | 37 | 37 | 0.01% | 0.03% | 0.06% | Q3 2014 | Q3 2023 | 37 |
MURPHY CAPITAL MANAGEMENT INC | 37 | 37 | 0.04% | 0.12% | 0.28% | Q2 2013 | Q2 2022 | 37 |
Newman Dignan & Sheerar, Inc. | 27 | 1 | 0.01% | 0.10% | 0.27% | Q2 2013 | Q3 2023 | 37 |
FCA CORP /TX | 28 | 2 | 0.07% | 0.16% | 0.21% | Q2 2013 | Q3 2023 | 37 |
Rathbones Group PLC | 34 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 37 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 37 | 37 | 0.02% | 0.87% | 1.15% | Q3 2014 | Q3 2023 | 37 |
BALDWIN BROTHERS LLC/MA | 32 | 5 | 0.01% | 0.01% | 0.06% | Q2 2013 | Q4 2023 | 37 |
LS Investment Advisors, LLC | 22 | 4 | 0.00% | 0.10% | 1.22% | Q2 2013 | Q2 2023 | 37 |
SIGNATUREFD, LLC | 24 | 1 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 36 |
BENEDICT FINANCIAL ADVISORS INC | 36 | 36 | 1.06% | 1.35% | 1.67% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q3 2023 | 36 |
GOFEN & GLOSSBERG LLC /IL/ | 27 | 9 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2022 | 36 |
AMERICAN NATIONAL INSURANCE CO | 36 | 36 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q1 2022 | 36 |
Stonehage Fleming Financial Services Holdings Ltd | 36 | 36 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 36 |
Lincoln Capital LLC | 36 | 36 | 2.54% | 4.67% | 6.58% | Q4 2014 | Q3 2023 | 36 |
TAURUS ASSET MANAGEMENT, LLC | 36 | 36 | 0.02% | 0.23% | 0.52% | Q2 2013 | Q1 2022 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.05% | 0.08% | 0.13% | Q2 2013 | Q1 2022 | 36 |
Advisory Services Network, LLC | 27 | 1 | 0.02% | 0.08% | 0.12% | Q4 2013 | Q3 2023 | 36 |
GRIMES & COMPANY, INC. | 31 | 5 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 36 |
Glenview Trust Co | 28 | 1 | 0.02% | 0.31% | 1.70% | Q4 2008 | Q3 2023 | 36 |
SVB WEALTH LLC | 36 | 36 | 0.01% | 0.05% | 0.18% | Q4 2014 | Q3 2023 | 36 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 27 | 9 | 0.09% | 0.32% | 2.45% | Q1 2014 | Q3 2023 | 36 |
1832 Asset Management L.P. | 34 | 2 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q3 2023 | 36 |
Ironwood Investment Counsel, LLC | 36 | 36 | 0.07% | 0.88% | 1.64% | Q3 2014 | Q2 2023 | 36 |
OLD SECOND NATIONAL BANK OF AURORA | 36 | 36 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Glassman Wealth Services | 36 | 36 | 0.00% | 0.02% | 0.09% | Q4 2014 | Q3 2023 | 36 |
Legacy Capital Partners, Inc. | 36 | 36 | 0.12% | 0.18% | 0.30% | Q2 2013 | Q1 2022 | 36 |
ENTERPRISE FINANCIAL SERVICES CORP | 36 | 36 | 0.05% | 0.11% | 0.22% | Q2 2013 | Q1 2022 | 36 |
Cable Hill Partners, LLC | 36 | 36 | 0.00% | 0.08% | 0.38% | Q4 2014 | Q3 2023 | 36 |
First Personal Financial Services | 36 | 36 | 0.80% | 1.48% | 2.28% | Q4 2014 | Q3 2023 | 36 |
People's United Financial, Inc. | 36 | 36 | 0.02% | 0.08% | 0.44% | Q2 2013 | Q1 2022 | 36 |
DUBUQUE BANK & TRUST CO | 24 | 12 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 36 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 23 | 12 | 0.14% | 0.28% | 0.51% | Q2 2013 | Q4 2022 | 35 |
Pineno Levin & Ford Asset Management, Inc. | 35 | 35 | 1.57% | 1.89% | 2.49% | Q2 2013 | Q4 2021 | 35 |
Allworth Financial LP | 35 | 35 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 35 |
WELCH & FORBES LLC | 24 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 35 |
LVM CAPITAL MANAGEMENT LTD/MI | 27 | 2 | 0.03% | 0.10% | 0.44% | Q2 2013 | Q1 2023 | 35 |
MRJ CAPITAL INC | 35 | 35 | 1.28% | 2.17% | 3.13% | Q2 2013 | Q4 2021 | 35 |
SCOUT INVESTMENTS, INC. | 35 | 35 | 0.20% | 0.60% | 1.36% | Q2 2013 | Q4 2021 | 35 |
Rodgers Brothers Inc. | 35 | 35 | 0.15% | 0.79% | 1.48% | Q1 2015 | Q3 2023 | 35 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.07% | 1.09% | 2.45% | Q2 2013 | Q4 2021 | 35 |
K.J. Harrison & Partners Inc | 35 | 35 | 0.06% | 1.46% | 2.88% | Q4 2014 | Q2 2023 | 35 |
Pekin Hardy Strauss, Inc. | 35 | 35 | 0.04% | 0.10% | 0.18% | Q1 2015 | Q3 2023 | 35 |
Tortoise Investment Management, LLC | 35 | 35 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 35 |
Burt Wealth Advisors | 35 | 35 | 0.07% | 0.10% | 0.17% | Q4 2014 | Q2 2023 | 35 |
SEARLE & CO. | 29 | 6 | 0.38% | 0.99% | 1.40% | Q4 2014 | Q3 2023 | 35 |
PRIVATE TRUST CO NA | 24 | 11 | 0.05% | 0.07% | 0.18% | Q1 2013 | Q3 2023 | 35 |
Country Club Trust Company, n.a. | 35 | 35 | 0.79% | 1.01% | 1.37% | Q2 2013 | Q4 2021 | 35 |
FineMark National Bank & Trust | 15 | 6 | 0.01% | 0.05% | 0.20% | Q2 2013 | Q3 2023 | 35 |
LVW Advisors, LLC | 25 | 9 | 0.09% | 0.24% | 0.44% | Q4 2014 | Q3 2023 | 34 |
DORCHESTER WEALTH MANAGEMENT Co | 34 | 34 | 0.08% | 0.17% | 0.26% | Q2 2015 | Q3 2023 | 34 |
ASSETMARK, INC | 34 | 34 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.04% | 0.15% | 0.38% | Q2 2015 | Q3 2023 | 34 |
Renaissance Technologies | 14 | 1 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 34 |
SECURITY NATIONAL TRUST CO | 34 | 34 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2021 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.00% | 0.10% | 0.22% | Q2 2015 | Q3 2023 | 34 |
CWM, LLC | 24 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 34 |
Carroll Financial Associates, Inc. | 34 | 34 | 0.02% | 0.03% | 0.05% | Q3 2013 | Q4 2021 | 34 |
Ancora Advisors LLC | 34 | 34 | 0.02% | 0.22% | 0.50% | Q2 2015 | Q3 2023 | 34 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 34 | 34 | 0.11% | 0.17% | 0.21% | Q2 2015 | Q3 2023 | 34 |
Heritage Wealth Advisors | 25 | 1 | 0.04% | 0.13% | 0.30% | Q4 2014 | Q3 2023 | 34 |
Fiduciary Group LLC | 34 | 34 | 0.06% | 0.17% | 0.44% | Q2 2015 | Q3 2023 | 34 |
PROFUND ADVISORS LLC | 20 | 14 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 34 |
GENERAL AMERICAN INVESTORS CO INC | 34 | 34 | 0.40% | 1.73% | 3.14% | Q2 2013 | Q3 2021 | 34 |
JANUS HENDERSON GROUP PLC | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 34 | 34 | 0.00% | 0.05% | 0.12% | Q2 2015 | Q3 2023 | 34 |
HSBC HOLDINGS PLC | 14 | 1 | 0.00% | 0.03% | 0.35% | Q1 2012 | Q4 2022 | 33 |
Fiera Capital Corp | 22 | 2 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q3 2023 | 33 |
Cubist Systematic Strategies, LLC | 16 | 1 | 0.00% | 0.04% | 0.10% | Q4 2014 | Q3 2023 | 33 |
BANK OF NOVA SCOTIA TRUST CO | 19 | 14 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q1 2022 | 33 |
MOODY LYNN & LIEBERSON, LLC | 26 | 7 | 0.06% | 0.50% | 1.36% | Q2 2013 | Q3 2023 | 33 |
Chicago Partners Investment Group LLC | 25 | 8 | 0.02% | 0.05% | 0.14% | Q2 2015 | Q3 2023 | 33 |
Harbour Capital Advisors, LLC | 13 | 1 | 0.05% | 0.29% | 0.64% | Q2 2013 | Q4 2023 | 33 |
FEDERATED HERMES, INC. | 33 | 33 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q2 2022 | 33 |
Burgundy Asset Management Ltd. | 33 | 33 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2021 | 33 |
PEAK6 Investments LLC | 12 | 1 | 0.00% | 0.04% | 0.15% | Q3 2018 | Q4 2021 | 33 |
Manitou Investment Management Ltd. | 33 | 33 | 1.48% | 2.80% | 5.50% | Q3 2015 | Q3 2023 | 33 |
CORDA Investment Management, LLC. | 33 | 33 | 2.31% | 3.32% | 3.85% | Q3 2015 | Q3 2023 | 33 |
M&R CAPITAL MANAGEMENT INC | 31 | 2 | 0.02% | 0.06% | 0.08% | Q4 2013 | Q4 2023 | 33 |
GEODE CAPITAL MANAGEMENT, LLC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2021 | 33 |
Brown Advisory Securities, LLC | 33 | 33 | 0.10% | 0.25% | 0.69% | Q2 2013 | Q2 2021 | 33 |
Hilltop Holdings Inc. | 24 | 1 | 0.02% | 0.18% | 0.45% | Q1 2015 | Q3 2023 | 33 |
CIBC Asset Management Inc | 26 | 7 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2023 | 33 |
STRATEGY ASSET MANAGERS LLC | 33 | 33 | 1.41% | 1.97% | 2.94% | Q3 2015 | Q3 2023 | 33 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 20 | 13 | 0.08% | 0.15% | 0.24% | Q1 2015 | Q2 2023 | 33 |
AlphaMark Advisors, LLC | 33 | 33 | 0.01% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 33 |
Raymond James Financial Services Advisors, Inc. | 22 | 1 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 33 |
NORTHSTAR INVESTMENT ADVISORS LLC | 33 | 33 | 0.21% | 1.28% | 2.04% | Q2 2013 | Q2 2021 | 33 |
Grove Bank & Trust | 32 | 32 | 0.06% | 0.10% | 0.24% | Q4 2015 | Q3 2023 | 32 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 32 | 32 | 0.02% | 0.03% | 0.05% | Q4 2015 | Q3 2023 | 32 |
Verity & Verity, LLC | 28 | 1 | 0.03% | 1.39% | 2.24% | Q2 2013 | Q4 2021 | 32 |
NUANCE INVESTMENTS, LLC | 27 | 5 | 0.01% | 2.76% | 5.72% | Q1 2015 | Q3 2023 | 32 |
Proficio Capital Partners LLC | 32 | 32 | 0.11% | 0.38% | 1.41% | Q4 2015 | Q3 2023 | 32 |
WIMMER ASSOCIATES 1, LLC | 32 | 32 | 0.33% | 0.48% | 0.66% | Q4 2015 | Q3 2023 | 32 |
CHILTON CAPITAL MANAGEMENT LLC | 27 | 1 | 0.00% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 32 |
Mirae Asset Global Investments Co., Ltd. | 22 | 10 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2021 | 32 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 32 | 32 | 0.47% | 0.60% | 0.72% | Q2 2013 | Q1 2021 | 32 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 32 | 32 | 1.28% | 1.78% | 2.35% | Q2 2013 | Q1 2021 | 32 |
DEARBORN PARTNERS LLC | 21 | 11 | 0.01% | 0.09% | 0.30% | Q2 2013 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.02% | 0.04% | 0.07% | Q1 2016 | Q4 2023 | 32 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 32 | 32 | 0.03% | 0.05% | 0.08% | Q4 2015 | Q3 2023 | 32 |
TDAM USA INC. | 27 | 5 | 0.01% | 0.22% | 0.78% | Q2 2013 | Q4 2021 | 32 |
FRG Family Wealth Advisors LLC | 32 | 32 | 0.20% | 0.33% | 0.51% | Q4 2015 | Q3 2023 | 32 |
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | 32 | 32 | 0.18% | 0.30% | 0.59% | Q4 2015 | Q3 2023 | 32 |
Douglas Lane & Associates, LLC | 31 | 31 | 1.18% | 1.39% | 1.54% | Q1 2016 | Q3 2023 | 31 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 31 | 31 | 0.01% | 0.04% | 0.07% | Q3 2015 | Q1 2023 | 31 |
Gardner Russo & Gardner | 31 | 31 | 0.10% | 0.41% | 0.56% | Q2 2013 | Q4 2020 | 31 |
Balentine LLC | 14 | 5 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 31 |
COLONY GROUP LLC | 22 | 9 | 0.00% | 0.03% | 0.06% | Q4 2013 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
FIDUCIARY TRUST CO | 31 | 31 | 0.05% | 0.12% | 0.23% | Q1 2016 | Q3 2023 | 31 |
Family Capital Trust Co | 25 | 6 | 0.03% | 0.05% | 0.07% | Q3 2015 | Q3 2023 | 31 |
USA MUTUALS ADVISORS, INC. | 30 | 1 | 3.08% | 5.13% | 11.63% | Q1 2013 | Q4 2020 | 31 |
Focused Investors LLC | 31 | 31 | 1.68% | 2.26% | 3.38% | Q2 2013 | Q4 2020 | 31 |
BBVA USA Bancshares, Inc. | 25 | 6 | 0.02% | 0.06% | 0.15% | Q2 2013 | Q1 2021 | 31 |
Tower Research Capital LLC (TRC) | 9 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 31 |
Roundview Capital LLC | 27 | 4 | 0.09% | 0.24% | 0.92% | Q1 2015 | Q3 2023 | 31 |
Allen Investment Management, LLC | 25 | 6 | 0.00% | 0.07% | 0.18% | Q2 2015 | Q1 2023 | 31 |
PARTHENON LLC | 17 | 1 | 0.03% | 0.06% | 0.08% | Q3 2013 | Q2 2023 | 31 |
Kemper Corp Master Retirement Trust | 31 | 31 | 0.58% | 1.54% | 2.45% | Q2 2013 | Q4 2020 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.02% | 0.03% | Q1 2016 | Q3 2023 | 31 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 24 | 7 | 0.15% | 0.46% | 0.72% | Q2 2014 | Q1 2022 | 31 |
WealthPLAN Partners, LLC | 21 | 1 | 0.04% | 0.52% | 1.32% | Q1 2015 | Q4 2023 | 31 |
BNP PARIBAS FINANCIAL MARKETS | 30 | 1 | 0.00% | 0.03% | 0.46% | Q3 2015 | Q3 2023 | 31 |
Avior Wealth Management, LLC | 30 | 30 | 0.00% | 0.02% | 0.09% | Q2 2016 | Q3 2023 | 30 |
CAPITAL INSIGHT PARTNERS, LLC | 30 | 30 | 0.26% | 0.91% | 2.32% | Q2 2016 | Q3 2023 | 30 |
INGALLS & SNYDER LLC | 30 | 30 | 0.05% | 0.08% | 0.11% | Q2 2016 | Q3 2023 | 30 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 30 | 30 | 0.01% | 0.05% | 0.31% | Q3 2013 | Q4 2020 | 30 |
EAGLE GLOBAL ADVISORS LLC | 25 | 5 | 0.01% | 0.14% | 0.28% | Q2 2013 | Q3 2023 | 30 |
VALLEY NATIONAL ADVISERS INC | 30 | 30 | 0.00% | 0.58% | 1.69% | Q1 2015 | Q2 2022 | 30 |
LONDON CO OF VIRGINIA | 30 | 30 | 1.24% | 1.69% | 2.10% | Q2 2016 | Q3 2023 | 30 |
Lafayette Investments | 30 | 30 | 0.09% | 1.42% | 2.30% | Q2 2016 | Q3 2023 | 30 |
Texas Yale Capital Corp. | 30 | 30 | 0.02% | 0.04% | 0.06% | Q2 2016 | Q3 2023 | 30 |
Mariner, LLC | 28 | 2 | 0.01% | 0.05% | 0.34% | Q2 2015 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q3 2020 | 30 |
Barrett Asset Management, LLC | 21 | 9 | 0.00% | 0.10% | 0.18% | Q1 2014 | Q1 2022 | 30 |
Regal Investment Advisors LLC | 11 | 1 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 30 |
Blume Capital Management, Inc. | 18 | 12 | 0.01% | 0.03% | 0.07% | Q4 2013 | Q3 2023 | 30 |
Eagle Ridge Investment Management | 29 | 29 | 0.02% | 0.07% | 0.14% | Q2 2016 | Q2 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.20% | 0.39% | 0.62% | Q4 2013 | Q4 2020 | 29 |
Sigma Planning Corp | 29 | 29 | 0.02% | 0.03% | 0.04% | Q3 2016 | Q3 2023 | 29 |
Norman Fields, Gottscho Capital Management, LLC | 29 | 29 | 0.22% | 0.39% | 0.52% | Q4 2016 | Q4 2023 | 29 |
North Star Investment Management Corp. | 17 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 29 |
USCA RIA LLC | 28 | 28 | 0.00% | 0.17% | 0.34% | Q3 2014 | Q2 2021 | 29 |
Rehmann Capital Advisory Group | 14 | 7 | 0.02% | 0.07% | 0.17% | Q3 2009 | Q3 2023 | 29 |
Baystate Wealth Management LLC | 28 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 29 |
BRR OpCo, LLC | 15 | 14 | 0.05% | 0.20% | 0.47% | Q2 2013 | Q3 2022 | 29 |
Jacobi Capital Management LLC | 25 | 4 | 0.00% | 0.08% | 0.14% | Q2 2016 | Q3 2023 | 29 |
HALL LAURIE J TRUSTEE | 13 | 3 | 0.04% | 0.06% | 0.08% | Q4 2015 | Q3 2023 | 29 |
Laurel Wealth Advisors, Inc. | 29 | 29 | 0.12% | 0.34% | 0.70% | Q4 2015 | Q4 2022 | 29 |
PEAPACK GLADSTONE FINANCIAL CORP | 17 | 12 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 29 |
PRIVATE ASSET MANAGEMENT INC | 29 | 29 | 0.24% | 0.36% | 0.60% | Q2 2013 | Q2 2020 | 29 |
CULLINAN ASSOCIATES INC | 20 | 2 | 0.02% | 0.07% | 0.29% | Q4 2013 | Q3 2023 | 29 |
HUTNER CAPITAL MANAGEMENT INC | 29 | 29 | 2.30% | 3.10% | 3.58% | Q3 2016 | Q3 2023 | 29 |
OLD NATIONAL BANCORP /IN/ | 20 | 4 | 0.01% | 0.03% | 0.07% | Q2 2014 | Q2 2023 | 29 |
Argyle Capital Management Inc. | 14 | 5 | 0.08% | 0.11% | 0.21% | Q2 2013 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.02% | 0.05% | 0.08% | Q4 2016 | Q3 2023 | 28 |
Baker Ellis Asset Management LLC | 28 | 28 | 0.04% | 0.07% | 0.08% | Q2 2013 | Q1 2020 | 28 |
Sterling Investment Advisors, Ltd. | 28 | 28 | 0.22% | 0.46% | 0.77% | Q4 2016 | Q3 2023 | 28 |
RBO & CO LLC | 28 | 28 | 2.09% | 3.28% | 3.88% | Q4 2016 | Q3 2023 | 28 |
Lee Financial Co | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.02% | 0.02% | 0.07% | Q1 2016 | Q4 2022 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.05% | 0.10% | 0.28% | Q4 2016 | Q3 2023 | 28 |
Frontier Wealth Management LLC | 26 | 2 | 0.01% | 0.07% | 0.14% | Q4 2014 | Q2 2022 | 28 |
Kavar Capital Partners, LLC | 28 | 28 | 1.38% | 1.83% | 2.26% | Q4 2013 | Q3 2020 | 28 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 28 | 28 | 0.45% | 0.68% | 1.01% | Q4 2016 | Q3 2023 | 28 |
LINCOLN NATIONAL CORP | 27 | 1 | 0.01% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 28 |
Paragon Capital Management Ltd | 27 | 1 | 0.06% | 0.13% | 0.32% | Q3 2016 | Q3 2023 | 28 |
OPTIMUM INVESTMENT ADVISORS | 13 | 7 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q4 2023 | 28 |
CREDIT SUISSE AG/ | 19 | 1 | 0.00% | 0.01% | 0.11% | Q1 2013 | Q4 2022 | 28 |
World Asset Management Inc | 28 | 28 | 0.04% | 0.13% | 0.18% | Q2 2013 | Q1 2020 | 28 |
SCHWARTZ INVESTMENT COUNSEL INC | 28 | 28 | 0.05% | 1.30% | 2.34% | Q2 2013 | Q1 2020 | 28 |
TCTC Holdings, LLC | 14 | 2 | 0.20% | 0.32% | 0.47% | Q2 2013 | Q3 2023 | 28 |
Fiduciary Trust Co International of Pennsylvania | 28 | 28 | 0.42% | 0.59% | 0.82% | Q2 2013 | Q1 2020 | 28 |
Osborn Williams & Donohoe LLC | 28 | 28 | 0.08% | 0.14% | 0.26% | Q2 2013 | Q1 2020 | 28 |
TCI Wealth Advisors, Inc. | 12 | 1 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q1 2023 | 28 |
CONCENTRIC WEALTH MANAGEMENT, LLC | 28 | 28 | 0.10% | 0.16% | 0.23% | Q4 2016 | Q3 2023 | 28 |
Northwest Quadrant Wealth Management, LLC | 28 | 28 | 0.07% | 0.15% | 0.45% | Q4 2016 | Q3 2023 | 28 |
STOCK YARDS BANK & TRUST CO | 23 | 5 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 28 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 28 | 28 | 0.13% | 0.70% | 1.05% | Q4 2016 | Q3 2023 | 28 |
Mercer Capital Advisers, Inc. | 28 | 28 | 1.03% | 1.64% | 2.10% | Q4 2014 | Q3 2021 | 28 |
Probity Advisors, Inc. | 18 | 2 | 0.14% | 0.28% | 0.35% | Q2 2016 | Q3 2023 | 28 |
Global Retirement Partners, LLC | 28 | 28 | 0.01% | 0.02% | 0.08% | Q4 2016 | Q3 2023 | 28 |
Snowden Capital Advisors LLC | 20 | 8 | 0.10% | 0.23% | 0.34% | Q3 2016 | Q3 2023 | 28 |
REGENTATLANTIC CAPITAL LLC | 27 | 1 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2022 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 28 |
Atria Investments, Inc | 16 | 12 | 0.04% | 0.11% | 0.28% | Q3 2016 | Q3 2023 | 28 |
Norway Savings Bank | 28 | 28 | 0.02% | 0.08% | 0.17% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q3 2023 | 28 |
LCNB CORP | 28 | 28 | 0.13% | 0.21% | 0.29% | Q4 2016 | Q3 2023 | 28 |
Parkwood LLC | 26 | 1 | 0.12% | 0.94% | 1.44% | Q2 2014 | Q3 2023 | 27 |
NEXT Financial Group, Inc | 14 | 6 | 0.00% | 0.05% | 0.26% | Q2 2014 | Q4 2021 | 27 |
MISSION WEALTH MANAGEMENT, LP | 12 | 1 | 0.02% | 0.04% | 0.14% | Q2 2015 | Q3 2023 | 27 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 20 | 7 | 0.03% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q3 2023 | 27 |
PRINCIPAL FINANCIAL GROUP INC | 18 | 9 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2021 | 27 |
Caprock Group, LLC | 26 | 1 | 0.04% | 0.08% | 0.13% | Q1 2016 | Q3 2023 | 27 |
Radnor Capital Management, LLC | 25 | 2 | 0.38% | 0.80% | 1.98% | Q4 2016 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.17% | 0.34% | 0.53% | Q1 2017 | Q3 2023 | 27 |
FIRST MIDWEST BANK TRUST DIVISION | 20 | 3 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q4 2021 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q4 2019 | 27 |
Cetera Advisors LLC | 27 | 27 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q3 2023 | 27 |
MCKINLEY CAPITAL MANAGEMENT LLC | 27 | 27 | 0.02% | 0.09% | 0.13% | Q1 2017 | Q3 2023 | 27 |
SEGALL BRYANT & HAMILL, LLC | 17 | 4 | 0.01% | 0.01% | 0.04% | Q1 2013 | Q2 2023 | 27 |
Maple Capital Management, Inc. | 27 | 27 | 0.06% | 0.20% | 0.37% | Q2 2013 | Q4 2019 | 27 |
Epoch Investment Partners, Inc. | 13 | 6 | 0.00% | 0.09% | 0.33% | Q2 2013 | Q2 2023 | 27 |
Sunbelt Securities, Inc. | 13 | 2 | 0.03% | 0.17% | 0.50% | Q2 2015 | Q3 2023 | 27 |
Pacific Center for Financial Services | 24 | 3 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 27 |
RWA WEALTH PARTNERS, LLC | 27 | 27 | 0.16% | 0.36% | 0.48% | Q1 2017 | Q3 2023 | 27 |
Bangor Savings Bank | 27 | 27 | 0.04% | 0.09% | 0.14% | Q1 2017 | Q3 2023 | 27 |
GREENLEAF TRUST | 27 | 27 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
MADISON INVESTMENT HOLDINGS INC | 26 | 26 | 0.08% | 0.83% | 1.32% | Q2 2013 | Q3 2019 | 26 |
Hexavest Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 26 |
Shamrock Asset Management LLC | 26 | 26 | 0.34% | 0.52% | 0.90% | Q2 2013 | Q3 2019 | 26 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 18 | 2 | 0.00% | 0.02% | 0.05% | Q1 2015 | Q3 2023 | 26 |
Citizens Business Bank | 26 | 26 | 0.09% | 0.15% | 0.22% | Q4 2012 | Q1 2019 | 26 |
SALEM INVESTMENT COUNSELORS INC | 18 | 8 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 26 |
Hartford Financial Management Inc. | 26 | 26 | 0.01% | 0.25% | 0.35% | Q2 2017 | Q3 2023 | 26 |
COOKE & BIELER LP | 26 | 26 | 0.01% | 0.95% | 1.46% | Q2 2013 | Q3 2019 | 26 |
CIBC BANK USA | 23 | 3 | 0.04% | 0.22% | 0.86% | Q2 2013 | Q4 2019 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2019 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.03% | 0.06% | 0.10% | Q3 2016 | Q3 2023 | 26 |
HALSEY ASSOCIATES INC/CT | 26 | 26 | 0.90% | 1.20% | 1.74% | Q2 2013 | Q3 2019 | 26 |
Winning Points Advisors, LLC | 26 | 26 | 1.04% | 1.26% | 1.51% | Q4 2016 | Q1 2023 | 26 |
Abbot Financial Management, Inc. | 26 | 26 | 0.21% | 0.57% | 0.81% | Q2 2017 | Q3 2023 | 26 |
Avalon Investment & Advisory | 24 | 2 | 0.01% | 0.10% | 0.44% | Q4 2014 | Q1 2023 | 26 |
Granite Investment Advisors, LLC | 26 | 26 | 0.68% | 1.23% | 1.80% | Q2 2015 | Q3 2021 | 26 |
PINNACLE FINANCIAL PARTNERS INC | 26 | 26 | 0.01% | 0.11% | 0.30% | Q2 2017 | Q3 2023 | 26 |
Oakworth Capital, Inc. | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 26 |
OneDigital Investment Advisors LLC | 26 | 26 | 0.01% | 0.02% | 0.05% | Q2 2017 | Q3 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.08% | 0.15% | 0.21% | Q2 2013 | Q3 2019 | 26 |
Perkins Coie Trust Co | 25 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 26 |
NTV ASSET MANAGEMENT LLC | 14 | 12 | 0.06% | 0.09% | 0.15% | Q1 2017 | Q3 2023 | 26 |
Prospera Financial Services Inc | 26 | 26 | 0.02% | 0.08% | 0.13% | Q2 2017 | Q3 2023 | 26 |
Aperio Group, LLC | 26 | 26 | 0.11% | 0.15% | 0.20% | Q3 2014 | Q4 2020 | 26 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 22 | 4 | 0.00% | 0.36% | 0.58% | Q2 2013 | Q3 2023 | 26 |
Ballentine Partners, LLC | 26 | 26 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 26 |
Mirador Capital Partners LP | 19 | 7 | 0.05% | 1.03% | 1.78% | Q1 2016 | Q3 2023 | 26 |
HARTWELL J M LIMITED PARTNERSHIP | 26 | 26 | 0.14% | 0.15% | 0.18% | Q2 2013 | Q3 2019 | 26 |
Garde Capital, Inc. | 26 | 26 | 0.01% | 0.05% | 0.08% | Q2 2017 | Q3 2023 | 26 |
WEST PACES ADVISORS INC. | 20 | 6 | 0.00% | 0.05% | 0.09% | Q4 2016 | Q3 2023 | 26 |
Fragasso Group Inc. | 26 | 26 | 0.04% | 0.32% | 0.65% | Q3 2017 | Q4 2023 | 26 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.05% | 0.11% | 0.36% | Q3 2017 | Q3 2023 | 25 |
Jefferies Group LLC | 6 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q4 2019 | 25 |
STEPHENS INC /AR/ | 22 | 3 | 0.03% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 25 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 19 | 6 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 25 |
BAR HARBOR WEALTH MANAGEMENT | 10 | 1 | 0.02% | 0.03% | 0.06% | Q1 2013 | Q2 2023 | 25 |
CIBC Private Wealth Group, LLC | 25 | 25 | 0.02% | 0.05% | 0.08% | Q3 2017 | Q3 2023 | 25 |
Brightworth | 22 | 1 | 0.12% | 0.92% | 1.45% | Q4 2015 | Q3 2022 | 25 |
GRIFFIN ASSET MANAGEMENT, INC. | 25 | 25 | 0.17% | 0.25% | 0.32% | Q3 2017 | Q3 2023 | 25 |
TELEMUS CAPITAL, LLC | 24 | 1 | 0.02% | 0.15% | 0.19% | Q2 2016 | Q3 2023 | 25 |
ANDERSON HOAGLAND & CO | 25 | 25 | 0.65% | 0.83% | 1.08% | Q3 2013 | Q3 2019 | 25 |
Cascade Investment Advisors, Inc. | 23 | 1 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q1 2023 | 25 |
Brinker Capital Investments, LLC | 13 | 2 | 0.00% | 0.12% | 0.34% | Q2 2013 | Q4 2022 | 25 |
Corient Capital Partners, LLC | 25 | 25 | 0.04% | 0.07% | 0.20% | Q3 2016 | Q3 2022 | 25 |
AMP Capital Investors Ltd | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2021 | 25 |
Cetera Investment Advisers | 25 | 25 | 0.02% | 0.08% | 0.14% | Q3 2017 | Q3 2023 | 25 |
UBS ASSET MANAGEMENT AMERICAS INC | 13 | 12 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
Sonora Investment Management, LLC | 25 | 25 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2021 | 25 |
Point View Wealth Management, Inc. | 22 | 1 | 0.15% | 0.31% | 0.40% | Q4 2013 | Q4 2020 | 25 |
Farmers & Merchants Trust Co of Chambersburg PA | 25 | 25 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 25 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q1 2019 | 24 |
TRADITION CAPITAL MANAGEMENT LLC | 24 | 24 | 0.48% | 1.12% | 1.64% | Q2 2013 | Q1 2019 | 24 |
PALISADE CAPITAL MANAGEMENT, LP | 12 | 4 | 0.01% | 0.08% | 0.16% | Q1 2013 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.03% | 0.05% | 0.07% | Q4 2017 | Q3 2023 | 24 |
Azimuth Capital Management LLC | 19 | 5 | 0.11% | 0.28% | 0.59% | Q2 2013 | Q1 2022 | 24 |
CAPITAL GUARDIAN TRUST CO | 16 | 8 | 0.00% | 0.31% | 0.65% | Q2 2013 | Q2 2019 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.01% | 0.03% | 0.20% | Q4 2017 | Q3 2023 | 24 |
Nicholas Hoffman & Company, LLC. | 14 | 10 | 0.02% | 0.06% | 0.10% | Q3 2017 | Q3 2023 | 24 |
BOSTON ADVISORS LLC | 11 | 5 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q3 2019 | 24 |
MACQUARIE GROUP LTD | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 24 |
NORRIS PERNE & FRENCH LLP/MI | 17 | 7 | 0.02% | 0.66% | 1.18% | Q4 2015 | Q3 2023 | 24 |
Creegan & Nassoura Financial Group, LLC | 16 | 8 | 2.16% | 3.06% | 3.72% | Q4 2014 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 24 |
SVA Wealth Management, LLC | 24 | 24 | 0.02% | 0.17% | 0.42% | Q1 2014 | Q4 2019 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.02% | 0.08% | 0.17% | Q4 2017 | Q3 2023 | 24 |
FAGAN ASSOCIATES, INC. | 24 | 24 | 0.28% | 0.67% | 0.89% | Q1 2014 | Q4 2019 | 24 |
Lido Advisors, LLC | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Banco de Sabadell, S.A | 24 | 24 | 0.06% | 0.34% | 0.81% | Q4 2017 | Q3 2023 | 24 |
KCS Wealth Advisory | 24 | 24 | 0.15% | 0.71% | 1.01% | Q4 2017 | Q3 2023 | 24 |
Saratoga Research & Investment Management | 24 | 24 | 0.02% | 0.04% | 0.10% | Q2 2013 | Q1 2019 | 24 |
NICHOLS & PRATT ADVISERS LLP /MA | 24 | 24 | 0.03% | 0.06% | 0.11% | Q2 2013 | Q1 2019 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.04% | 0.09% | Q4 2017 | Q3 2023 | 24 |
RELIANCE TRUST CO OF DELAWARE | 24 | 24 | 0.08% | 0.19% | 0.28% | Q2 2013 | Q1 2019 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.07% | 0.23% | 0.57% | Q4 2017 | Q3 2023 | 24 |
180 WEALTH ADVISORS, LLC | 24 | 24 | 0.07% | 0.15% | 0.23% | Q4 2017 | Q3 2023 | 24 |
Cumberland Partners Ltd | 24 | 24 | 0.17% | 0.88% | 1.86% | Q3 2017 | Q2 2023 | 24 |
Seneca House Advisors | 24 | 24 | 0.86% | 1.71% | 3.37% | Q4 2017 | Q3 2023 | 24 |
D.B. Root & Company, LLC | 24 | 24 | 0.39% | 0.48% | 0.70% | Q4 2017 | Q3 2023 | 24 |
BOYS ARNOLD & CO INC | 13 | 11 | 0.05% | 0.09% | 0.12% | Q2 2013 | Q2 2019 | 24 |
Quantbot Technologies LP | 6 | 1 | 0.01% | 0.07% | 0.21% | Q2 2013 | Q3 2023 | 24 |
Linscomb & Williams, Inc. | 12 | 1 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q2 2023 | 24 |
ETRADE Capital Management LLC | 17 | 7 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2020 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Vigilant Capital Management, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 24 |
Avestar Capital, LLC | 24 | 24 | 0.04% | 0.20% | 0.39% | Q4 2017 | Q3 2023 | 24 |
Choate Investment Advisors | 22 | 1 | 0.01% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 24 |
Ledyard National Bank | 23 | 23 | 0.00% | 0.09% | 0.56% | Q2 2013 | Q4 2018 | 23 |
WRAPMANAGER INC | 18 | 5 | 0.07% | 0.14% | 0.26% | Q4 2015 | Q3 2023 | 23 |
BECKER CAPITAL MANAGEMENT INC | 19 | 4 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q3 2023 | 23 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 12 | 3 | 0.00% | 0.18% | 0.54% | Q1 2017 | Q1 2023 | 23 |
YorkBridge Wealth Partners, LLC | 23 | 23 | 0.02% | 0.09% | 0.18% | Q4 2016 | Q2 2022 | 23 |
Compagnie Lombard Odier SCmA | 22 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 23 |
NORTH AMERICAN MANAGEMENT CORP | 23 | 23 | 0.44% | 1.18% | 1.59% | Q3 2015 | Q1 2021 | 23 |
Voya Financial Advisors, Inc. | 22 | 1 | 0.03% | 0.06% | 0.08% | Q2 2015 | Q1 2021 | 23 |
MCF Advisors LLC | 12 | 1 | 0.00% | 0.02% | 0.04% | Q4 2011 | Q3 2023 | 23 |
FINANCIAL COUNSELORS INC | 14 | 1 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 23 |
ATLAS CAPITAL ADVISORS LLC | 23 | 23 | 0.08% | 0.13% | 0.20% | Q1 2018 | Q3 2023 | 23 |
Capstone Financial Advisors, Inc. | 23 | 23 | 0.04% | 0.10% | 0.16% | Q3 2014 | Q1 2020 | 23 |
ADVISOR PARTNERS LLC | 21 | 2 | 0.07% | 0.10% | 0.16% | Q2 2016 | Q2 2022 | 23 |
PIN OAK INVESTMENT ADVISORS INC | 14 | 9 | 0.01% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 23 |
Ipswich Investment Management Co., Inc. | 23 | 23 | 0.52% | 0.90% | 1.55% | Q1 2018 | Q3 2023 | 23 |
Focused Wealth Management, Inc | 20 | 3 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2023 | 23 |
JLB & ASSOCIATES INC | 23 | 23 | 0.19% | 1.67% | 1.97% | Q1 2018 | Q3 2023 | 23 |
MGO ONE SEVEN LLC | 21 | 2 | 0.08% | 0.31% | 0.53% | Q4 2017 | Q3 2023 | 23 |
Rossmore Private Capital | 22 | 1 | 0.02% | 0.20% | 0.26% | Q4 2017 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.00% | 0.06% | 0.11% | Q1 2018 | Q3 2023 | 23 |
MITCHELL CAPITAL MANAGEMENT CO | 23 | 23 | 0.08% | 0.32% | 0.48% | Q4 2017 | Q2 2023 | 23 |
SCHULHOFF & CO INC | 14 | 9 | 0.11% | 0.12% | 0.14% | Q4 2017 | Q3 2023 | 23 |
Quad-Cities Investment Group, LLC | 23 | 23 | 0.20% | 0.25% | 0.32% | Q1 2018 | Q3 2023 | 23 |
Cornerstone Advisors, Inc. | 19 | 4 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q2 2019 | 23 |
Cutler Group LLC / CA | 6 | 1 | 0.00% | 0.01% | 0.11% | Q1 2016 | Q3 2019 | 23 |
Cerity Partners LLC | 12 | 11 | 0.01% | 0.03% | 0.08% | Q1 2017 | Q3 2023 | 23 |
Clearstead Advisors, LLC | 22 | 22 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 22 |
SeaCrest Wealth Management, LLC | 13 | 9 | 0.03% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 22 |
JENNISON ASSOCIATES LLC | 11 | 3 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q2 2023 | 22 |
SIMON QUICK ADVISORS, LLC | 22 | 22 | 0.00% | 0.04% | 0.40% | Q4 2016 | Q1 2022 | 22 |
Loudon Investment Management, LLC | 22 | 22 | 0.21% | 0.74% | 1.39% | Q1 2015 | Q2 2020 | 22 |
BerganKDV Wealth Management, LLC | 22 | 22 | 0.01% | 0.11% | 0.34% | Q1 2018 | Q2 2023 | 22 |
CAPITAL FUND MANAGEMENT S.A. | 6 | 1 | 0.00% | 0.03% | 0.10% | Q3 2013 | Q3 2023 | 22 |
Lester Murray Antman dba SimplyRich | 18 | 4 | 0.16% | 0.21% | 0.29% | Q4 2017 | Q3 2023 | 22 |
Patriot Financial Group Insurance Agency, LLC | 16 | 6 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q2 2022 | 22 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2020 | 22 |
NewEdge Advisors, LLC | 21 | 1 | 0.01% | 0.03% | 0.04% | Q2 2017 | Q3 2023 | 22 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 22 | 22 | 0.14% | 0.62% | 0.98% | Q2 2018 | Q3 2023 | 22 |
Capital Advisors, Ltd. LLC | 22 | 22 | 0.01% | 0.05% | 0.10% | Q1 2014 | Q2 2019 | 22 |
CHICKASAW CAPITAL MANAGEMENT LLC | 22 | 22 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2019 | 22 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Addenda Capital Inc. | 16 | 1 | 0.02% | 0.07% | 0.25% | Q2 2014 | Q3 2023 | 22 |
MACKENZIE FINANCIAL CORP | 16 | 2 | 0.00% | 0.04% | 0.18% | Q2 2013 | Q3 2019 | 22 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 20 | 2 | 0.01% | 0.03% | 0.08% | Q3 2017 | Q3 2023 | 22 |
GFS Advisors, LLC | 12 | 10 | 0.04% | 0.14% | 0.35% | Q4 2013 | Q2 2019 | 22 |
Independent Advisor Alliance | 12 | 1 | 0.01% | 0.04% | 0.09% | Q1 2017 | Q1 2023 | 22 |
Strategic Global Advisors, LLC | 12 | 9 | 0.06% | 0.14% | 0.36% | Q3 2017 | Q3 2023 | 21 |
SG Americas Securities, LLC | 10 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q1 2023 | 21 |
Sterling Capital Management LLC | 21 | 21 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q3 2019 | 21 |
NEEDELMAN ASSET MANAGEMENT INC | 21 | 21 | 2.22% | 2.72% | 3.37% | Q2 2013 | Q2 2018 | 21 |
Freedom Investment Management, Inc. | 20 | 1 | 0.02% | 0.06% | 0.11% | Q1 2015 | Q4 2021 | 21 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14 | 7 | 0.07% | 0.12% | 0.17% | Q2 2018 | Q3 2023 | 21 |
Capital Analysts, LLC | 11 | 3 | 0.00% | 0.01% | 0.06% | Q4 2012 | Q3 2023 | 21 |
Henry James International Management Inc. | 21 | 21 | 0.10% | 0.21% | 0.32% | Q3 2018 | Q3 2023 | 21 |
Mascoma Wealth Management LLC | 11 | 1 | 0.00% | 0.03% | 0.10% | Q4 2016 | Q3 2023 | 21 |
Aevitas Wealth Management, Inc. | 21 | 21 | 0.20% | 0.31% | 0.40% | Q4 2017 | Q4 2022 | 21 |
Asset Dedication, LLC | 12 | 9 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.02% | 0.08% | 0.19% | Q1 2017 | Q3 2023 | 21 |
Triangle Securities Wealth Management | 20 | 1 | 0.06% | 0.29% | 0.37% | Q2 2013 | Q3 2020 | 21 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.01% | 0.03% | 0.09% | Q4 2017 | Q4 2022 | 21 |
WASHINGTON TRUST BANK | 21 | 21 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q1 2019 | 21 |
Fieldpoint Private Securities, LLC | 20 | 1 | 0.08% | 0.11% | 0.21% | Q1 2017 | Q2 2022 | 21 |
FIRST FINANCIAL CORP /IN/ | 19 | 2 | 0.00% | 0.08% | 0.21% | Q2 2013 | Q3 2020 | 21 |
Clear Harbor Asset Management, LLC | 21 | 21 | 0.05% | 0.27% | 0.34% | Q3 2018 | Q3 2023 | 21 |
Hillsdale Investment Management Inc. | 11 | 10 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2020 | 21 |
Connor, Clark & Lunn Investment Management Ltd. | 11 | 1 | 0.00% | 0.04% | 0.10% | Q4 2016 | Q4 2022 | 21 |
CLEARBRIDGE, LLC | 21 | 21 | 0.04% | 0.18% | 2.13% | Q2 2013 | Q2 2018 | 21 |
COZAD ASSET MANAGEMENT INC | 21 | 21 | 0.04% | 0.08% | 0.16% | Q2 2018 | Q2 2023 | 21 |
Red Cedar Capital, LLC | 21 | 21 | 1.18% | 1.87% | 2.96% | Q4 2017 | Q4 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 21 |
Royal Fund Management, LLC | 21 | 21 | 0.03% | 1.53% | 5.02% | Q4 2016 | Q4 2021 | 21 |
OSTERWEIS CAPITAL MANAGEMENT INC | 19 | 2 | 0.00% | 2.57% | 4.63% | Q2 2013 | Q4 2022 | 21 |
LOEB PARTNERS CORP | 16 | 5 | 0.33% | 2.52% | 3.56% | Q2 2013 | Q1 2019 | 21 |
Formidable Asset Management, LLC | 8 | 1 | 0.09% | 0.20% | 0.44% | Q4 2013 | Q1 2023 | 20 |
FIRST NATIONAL CORP /MA/ /ADV | 20 | 20 | 0.08% | 0.12% | 0.23% | Q4 2018 | Q3 2023 | 20 |
B. Riley Wealth Advisors, Inc. | 14 | 1 | 0.00% | 0.04% | 0.07% | Q2 2014 | Q3 2023 | 20 |
THOMASPARTNERS, INC. | 20 | 20 | 1.78% | 2.07% | 2.20% | Q2 2013 | Q1 2018 | 20 |
Archer Investment Corp | 20 | 20 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.01% | 0.01% | 0.07% | Q4 2018 | Q3 2023 | 20 |
FIRST MERCANTILE TRUST CO | 11 | 9 | 0.17% | 0.25% | 0.36% | Q2 2013 | Q3 2021 | 20 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 20 | 20 | 0.14% | 0.32% | 0.65% | Q4 2018 | Q3 2023 | 20 |
INSIGHT 2811, INC. | 16 | 4 | 0.30% | 0.42% | 0.57% | Q2 2013 | Q4 2018 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2022 | 20 |
AE Wealth Management LLC | 20 | 20 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q3 2023 | 20 |
TRUST CO OF VIRGINIA /VA | 20 | 20 | 0.51% | 0.71% | 0.84% | Q4 2018 | Q3 2023 | 20 |
Essex Savings Bank | 20 | 20 | 0.13% | 0.21% | 0.30% | Q4 2018 | Q3 2023 | 20 |
Hanson & Doremus Investment Management | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2023 | 20 |
Old Port Advisors | 18 | 1 | 0.48% | 0.69% | 0.96% | Q2 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.05% | 0.11% | 0.22% | Q4 2018 | Q3 2023 | 20 |
Knuff & Co LLC | 20 | 20 | 0.02% | 0.14% | 0.32% | Q4 2018 | Q3 2023 | 20 |
Atwater Malick LLC | 20 | 20 | 2.71% | 3.57% | 4.42% | Q4 2018 | Q3 2023 | 20 |
Wambolt & Associates, LLC | 20 | 20 | 0.28% | 0.43% | 0.54% | Q4 2018 | Q3 2023 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.14% | 0.94% | Q1 2018 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.02% | 0.05% | 0.10% | Q2 2018 | Q2 2023 | 20 |
Edge Capital Group, LLC | 20 | 20 | 0.04% | 0.63% | 0.89% | Q4 2018 | Q3 2023 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2018 | 20 |
Princeton Global Asset Management LLC | 20 | 20 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
RHUMBLINE ADVISERS | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 20 |
Legacy Bridge, LLC | 20 | 20 | 0.18% | 0.26% | 0.37% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.01% | 0.08% | 0.11% | Q4 2015 | Q3 2020 | 20 |
ROMAN BUTLER FULLERTON & CO | 20 | 20 | 0.14% | 0.23% | 0.29% | Q4 2018 | Q3 2023 | 20 |
JNBA Financial Advisors | 10 | 1 | 0.00% | 0.00% | 0.04% | Q3 2014 | Q3 2023 | 20 |
Beaumont Financial Partners, LLC | 15 | 5 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2022 | 20 |
GENESEE VALLEY TRUST CO | 20 | 20 | 0.13% | 0.29% | 0.50% | Q2 2013 | Q1 2018 | 20 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 20 | 20 | 0.15% | 0.49% | 0.84% | Q1 2016 | Q4 2020 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.01% | 0.06% | 0.17% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
PATHSTONE FAMILY OFFICE, LLC | 10 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 20 |
Inlet Private Wealth, LLC | 20 | 20 | 0.11% | 0.14% | 0.18% | Q4 2018 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Westside Investment Management, Inc. | 10 | 1 | 0.00% | 0.03% | 0.07% | Q4 2016 | Q3 2023 | 20 |
St. James Investment Company, LLC | 14 | 6 | 0.06% | 3.72% | 8.74% | Q4 2014 | Q2 2021 | 20 |
TIEDEMANN ADVISORS, LLC | 17 | 1 | 0.02% | 0.04% | 0.07% | Q3 2017 | Q3 2023 | 20 |
TFG Advisers LLC | 20 | 20 | 0.15% | 0.21% | 0.27% | Q4 2018 | Q3 2023 | 20 |
9258 Wealth Management, LLC | 20 | 20 | 0.10% | 0.20% | 0.34% | Q4 2018 | Q3 2023 | 20 |
Keystone Financial Group | 18 | 2 | 0.15% | 0.23% | 0.35% | Q3 2018 | Q3 2023 | 20 |
TD Capital Management LLC | 13 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 20 |
FIRST INTERSTATE BANK | 20 | 20 | 0.01% | 0.14% | 0.20% | Q3 2015 | Q2 2020 | 20 |
CLEAR STREET MARKETS LLC | 7 | 1 | 0.00% | 0.04% | 0.17% | Q3 2013 | Q4 2018 | 19 |
Ativo Capital Management LLC | 16 | 3 | 0.10% | 0.60% | 0.94% | Q2 2013 | Q3 2019 | 19 |
Birch Hill Investment Advisors LLC | 11 | 8 | 0.01% | 0.02% | 0.05% | Q1 2018 | Q2 2023 | 19 |
ARS Investment Partners, LLC | 19 | 19 | 0.03% | 0.08% | 0.29% | Q2 2013 | Q4 2017 | 19 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 12 | 7 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2022 | 19 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 15 | 1 | 0.00% | 0.22% | 0.52% | Q3 2015 | Q3 2023 | 19 |
Grantham, Mayo, Van Otterloo & Co. LLC | 12 | 1 | 0.00% | 0.09% | 0.23% | Q1 2016 | Q3 2023 | 19 |
ALLIANCEBERNSTEIN L.P. | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 19 |
WOLVERINE ASSET MANAGEMENT LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 19 |
WESBANCO BANK INC | 10 | 9 | 0.01% | 0.06% | 0.39% | Q2 2013 | Q4 2018 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.06% | 0.08% | 0.11% | Q1 2019 | Q3 2023 | 19 |
WEALTHSOURCE PARTNERS, LLC | 19 | 19 | 0.02% | 0.05% | 0.11% | Q1 2019 | Q3 2023 | 19 |
First PREMIER Bank | 10 | 2 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 19 |
AVANTAX ADVISORY SERVICES, INC. | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
BREMER TRUST NATIONAL ASSOCIATION | 18 | 1 | 0.03% | 0.12% | 0.20% | Q2 2013 | Q4 2018 | 19 |
CITIZENS FINANCIAL GROUP INC/RI | 19 | 19 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2020 | 19 |
Morningstar Investment Services LLC | 19 | 19 | 0.01% | 0.05% | 0.12% | Q3 2014 | Q1 2019 | 19 |
Horan Capital Advisors, LLC. | 17 | 1 | 0.01% | 1.01% | 1.40% | Q3 2017 | Q3 2023 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.01% | 0.05% | 0.10% | Q3 2018 | Q3 2023 | 19 |
Biltmore Family Office, LLC | 11 | 8 | 0.05% | 0.34% | 0.94% | Q4 2017 | Q4 2022 | 19 |
IFC Holdings Incorporated/FL | 19 | 19 | 0.03% | 0.08% | 0.16% | Q2 2013 | Q4 2017 | 19 |
Ameritas Investment Partners, Inc. | 14 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 19 |
AMERICAN NATIONAL BANK | 13 | 1 | 0.00% | 0.02% | 0.03% | Q3 2014 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.03% | 0.05% | 0.09% | Q4 2017 | Q2 2022 | 19 |
Jackson, Grant Investment Advisers, Inc. | 15 | 4 | 0.01% | 0.08% | 0.11% | Q4 2015 | Q3 2023 | 19 |
TOWNSQUARE CAPITAL LLC | 12 | 7 | 0.02% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 19 |
Vestmark Advisory Solutions, Inc. | 19 | 19 | 0.15% | 0.26% | 0.51% | Q1 2019 | Q3 2023 | 19 |
DAVIS R M INC | 18 | 1 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q3 2020 | 19 |
QCI ASSET MANAGEMENT INC/NY | 19 | 19 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2020 | 19 |
Bell Rock Capital LLC | 16 | 1 | 0.08% | 0.87% | 2.12% | Q4 2016 | Q3 2022 | 19 |
Lantz Financial LLC | 19 | 19 | 0.53% | 0.85% | 1.14% | Q1 2019 | Q3 2023 | 19 |
Arden Trust Co | 19 | 19 | 0.03% | 0.21% | 0.41% | Q2 2019 | Q4 2023 | 19 |
Realta Investment Advisors | 19 | 19 | 0.13% | 0.25% | 0.46% | Q1 2019 | Q3 2023 | 19 |
TEXAS CAPITAL BANCSHARES INC/TX | 17 | 2 | 0.13% | 0.25% | 0.49% | Q4 2014 | Q2 2023 | 19 |
Lourd Capital, LLC | 19 | 19 | 0.08% | 0.10% | 0.24% | Q2 2013 | Q4 2017 | 19 |
Meridian Wealth Advisors, LLC | 14 | 5 | 0.27% | 0.56% | 0.88% | Q4 2018 | Q3 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 19 |
Inscription Capital, LLC | 11 | 8 | 0.03% | 0.16% | 0.44% | Q4 2018 | Q3 2023 | 19 |
PRUDENTIAL FINANCIAL INC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
BURNEY CO/ | 16 | 1 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q2 2021 | 19 |
Stevens First Principles Investment Advisors | 19 | 19 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2017 | 19 |
Aptus Capital Advisors, LLC | 13 | 5 | 0.01% | 0.01% | 0.05% | Q1 2019 | Q3 2023 | 18 |
LIBERTY WEALTH MANAGEMENT LLC | 16 | 2 | 0.01% | 0.08% | 0.14% | Q4 2018 | Q2 2023 | 18 |
Thomas J. Herzfeld Advisors, Inc. | 18 | 18 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2020 | 18 |
STERLING INVESTMENT MANAGEMENT, LLC | 18 | 18 | 0.61% | 1.05% | 1.52% | Q1 2019 | Q2 2023 | 18 |
M Holdings Securities, Inc. | 12 | 1 | 0.10% | 0.13% | 0.33% | Q2 2016 | Q1 2023 | 18 |
Bruderman Asset Management, LLC | 18 | 18 | 0.00% | 1.19% | 2.92% | Q1 2015 | Q2 2019 | 18 |
Westhampton Capital, LLC | 18 | 18 | 1.25% | 1.66% | 2.12% | Q2 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.07% | 0.08% | 0.10% | Q2 2013 | Q3 2017 | 18 |
DOLIVER ADVISORS, LP | 14 | 4 | 0.09% | 0.13% | 0.18% | Q1 2018 | Q4 2023 | 18 |
SAGE RHINO CAPITAL LLC | 14 | 4 | 0.08% | 0.12% | 0.16% | Q1 2019 | Q3 2023 | 18 |
TIAA, FSB | 8 | 5 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q2 2023 | 18 |
Sequoia Financial Advisors, LLC | 10 | 8 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 18 |
DELTA ASSET MANAGEMENT LLC/TN | 14 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 18 |
Bogart Wealth, LLC | 15 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 18 |
Lenox Wealth Advisors, LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2021 | 18 |
One Wealth Advisors, LLC | 10 | 4 | 0.00% | 0.10% | 0.20% | Q4 2017 | Q4 2022 | 18 |
First Heartland Consultants, Inc. | 18 | 18 | 0.03% | 0.10% | 0.17% | Q2 2013 | Q3 2017 | 18 |
Barrington Strategic Wealth Management Group LLC | 18 | 18 | 0.86% | 1.19% | 1.73% | Q2 2013 | Q3 2017 | 18 |
CHESAPEAKE ASSET MANAGEMENT LLC | 18 | 18 | 0.23% | 0.28% | 0.35% | Q2 2013 | Q3 2017 | 18 |
Sowell Financial Services LLC | 10 | 1 | 0.03% | 0.11% | 0.20% | Q4 2016 | Q1 2023 | 18 |
EVERGREEN CAPITAL MANAGEMENT LLC | 12 | 6 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 18 |
Ellevest, Inc. | 18 | 18 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Jolley Asset Management, LLC | 17 | 1 | 0.09% | 0.38% | 2.79% | Q4 2014 | Q1 2020 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q3 2017 | 18 |
OLD MISSION CAPITAL LLC | 5 | 1 | 0.01% | 0.71% | 1.70% | Q2 2015 | Q2 2023 | 18 |
GUYASUTA INVESTMENT ADVISORS INC | 15 | 1 | 0.01% | 0.05% | 0.10% | Q1 2015 | Q1 2022 | 18 |
Kovack Advisors, Inc. | 15 | 3 | 0.03% | 0.09% | 0.15% | Q4 2016 | Q3 2022 | 18 |
Perennial Advisors, LLC | 16 | 2 | 0.03% | 0.55% | 0.96% | Q3 2018 | Q3 2023 | 18 |
HBK Sorce Advisory LLC | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.27% | 0.59% | 0.95% | Q2 2019 | Q3 2023 | 18 |
Sharkey, Howes & Javer | 18 | 18 | 0.03% | 0.03% | 0.04% | Q1 2015 | Q2 2019 | 18 |
LMCG INVESTMENTS, LLC | 10 | 7 | 0.15% | 0.32% | 0.56% | Q2 2013 | Q3 2023 | 17 |
Forester Capital Management, LTD | 17 | 17 | 0.16% | 0.22% | 0.29% | Q2 2013 | Q2 2017 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q1 2022 | 17 |
Independent Portfolio Consultants, Inc. | 17 | 17 | 0.08% | 0.17% | 0.44% | Q2 2013 | Q2 2017 | 17 |
Sound Income Strategies, LLC | 13 | 4 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2023 | 17 |
HEADINVEST, LLC | 16 | 1 | 0.06% | 0.07% | 0.09% | Q2 2019 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q2 2017 | 17 |
TWO SIGMA INVESTMENTS, LP | 8 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q2 2023 | 17 |
Geneva Advisors, LLC | 17 | 17 | 0.01% | 0.09% | 0.60% | Q2 2013 | Q2 2017 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q4 2023 | 17 |
Smith Affiliated Capital Corp. | 13 | 4 | 0.00% | 0.08% | 0.25% | Q2 2013 | Q3 2017 | 17 |
Personal Capital Advisors Corp | 10 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 17 |
Hansberger Growth Investors, LP | 15 | 2 | 0.88% | 2.74% | 3.66% | Q4 2014 | Q3 2020 | 17 |
FULTON BANK, N.A. | 10 | 7 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q1 2019 | 17 |
OmniStar Financial Group, Inc. | 7 | 4 | 0.16% | 0.45% | 0.69% | Q4 2017 | Q1 2023 | 17 |
PARK NATIONAL CORP /OH/ | 10 | 1 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q1 2022 | 17 |
Cordasco Financial Network | 17 | 17 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q2 2022 | 17 |
PARK AVENUE SECURITIES LLC | 16 | 1 | 0.01% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 17 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 16 | 1 | 0.00% | 0.11% | 0.41% | Q2 2013 | Q2 2021 | 17 |
Kingsview Wealth Management, LLC | 7 | 4 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 17 |
ADVISORY RESEARCH INC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2018 | 17 |
Bull Street Advisors, LLC | 17 | 17 | 0.62% | 0.78% | 0.96% | Q3 2019 | Q3 2023 | 17 |
Farmers National Bank | 15 | 2 | 0.03% | 0.87% | 1.40% | Q4 2014 | Q2 2019 | 17 |
TOMPKINS FINANCIAL CORP | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2023 | 17 |
UBS AG | 6 | 6 | 0.00% | 0.08% | 0.23% | Q2 2013 | Q3 2014 | 17 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 17 |
IHT Wealth Management, LLC | 6 | 2 | 0.01% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 17 |
WASHINGTON TRUST Co | 16 | 1 | 0.01% | 0.09% | 0.22% | Q2 2018 | Q3 2023 | 17 |
LOOMIS SAYLES & CO L P | 9 | 8 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q4 2019 | 17 |
FULTON BREAKEFIELD BROENNIMAN LLC | 17 | 17 | 0.04% | 0.28% | 1.15% | Q3 2019 | Q3 2023 | 17 |
Pflug Koory, LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 17 |
Doyle Wealth Management | 16 | 1 | 0.02% | 0.03% | 0.06% | Q4 2017 | Q1 2022 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.04% | 0.09% | 0.18% | Q2 2013 | Q2 2017 | 17 |
BREWIN DOLPHIN LTD | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2021 | 17 |
Dynamic Advisor Solutions LLC | 10 | 1 | 0.02% | 0.04% | 0.19% | Q3 2016 | Q3 2023 | 17 |
MONROE BANK & TRUST/MI | 6 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2018 | 17 |
Capital Bank & Trust Co | 17 | 17 | 0.00% | 0.57% | 1.06% | Q2 2017 | Q2 2021 | 17 |
JFS WEALTH ADVISORS, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 17 |
CWA Asset Management Group, LLC | 16 | 1 | 0.45% | 0.92% | 1.07% | Q4 2015 | Q1 2020 | 17 |
Bristlecone Advisors, LLC | 10 | 2 | 0.03% | 0.07% | 0.20% | Q4 2015 | Q3 2023 | 17 |
Truvestments Capital LLC | 6 | 1 | 0.00% | 0.02% | 0.09% | Q3 2018 | Q3 2023 | 17 |
Kelman-Lazarov, Inc. | 16 | 1 | 0.07% | 0.22% | 0.28% | Q1 2016 | Q4 2021 | 17 |
BOURGEON CAPITAL MANAGEMENT LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
American Investment Services, Inc. | 13 | 4 | 0.11% | 0.13% | 0.15% | Q2 2016 | Q3 2020 | 17 |
Buckingham Capital Management, Inc. | 17 | 17 | 0.08% | 0.42% | 0.56% | Q2 2013 | Q2 2017 | 17 |
FIRST MERCHANTS CORP | 15 | 2 | 0.02% | 0.04% | 0.06% | Q3 2017 | Q1 2022 | 17 |
Litman Gregory Wealth Management LLC | 16 | 16 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q1 2021 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2023 | 16 |
EAGLE ASSET MANAGEMENT INC | 10 | 6 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2023 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.03% | 0.12% | 0.22% | Q2 2013 | Q1 2017 | 16 |
Centerpoint Advisors, LLC | 9 | 7 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 16 |
HARDING LOEVNER LP | 15 | 1 | 0.00% | 0.52% | 0.82% | Q3 2015 | Q3 2022 | 16 |
Van Hulzen Asset Management, LLC | 6 | 1 | 0.02% | 0.12% | 0.39% | Q4 2013 | Q1 2023 | 16 |
Gemmer Asset Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 16 |
Atlas Private Wealth Management, LLC | 16 | 16 | 0.02% | 0.44% | 0.66% | Q4 2019 | Q3 2023 | 16 |
Clarius Group, LLC | 12 | 1 | 0.02% | 0.04% | 0.05% | Q2 2019 | Q3 2023 | 16 |
Optas, LLC | 16 | 16 | 0.07% | 0.09% | 0.13% | Q4 2019 | Q3 2023 | 16 |
AMERICAN CENTURY COMPANIES INC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Freestone Capital Holdings, LLC | 11 | 1 | 0.00% | 0.16% | 0.28% | Q2 2013 | Q1 2022 | 16 |
Aspire Private Capital, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Seascape Capital Management | 16 | 16 | 0.89% | 1.43% | 1.97% | Q4 2019 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Aberdeen Wealth Management LLC | 16 | 16 | 0.66% | 0.90% | 1.18% | Q4 2019 | Q3 2023 | 16 |
Cypress Capital Management LLC (WY) | 9 | 7 | 0.03% | 0.04% | 0.06% | Q4 2014 | Q2 2019 | 16 |
Stokes Family Office, LLC | 16 | 16 | 0.16% | 0.33% | 0.41% | Q4 2019 | Q3 2023 | 16 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 2 | 0.03% | 0.04% | 0.09% | Q1 2018 | Q3 2023 | 16 |
Icon Wealth Partners, LLC | 8 | 1 | 0.03% | 0.07% | 0.09% | Q4 2017 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.03% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 16 |
AdvisorShares Investments LLC | 16 | 16 | 0.01% | 0.06% | 0.15% | Q4 2019 | Q3 2023 | 16 |
Ethic Inc. | 16 | 16 | 0.12% | 0.24% | 0.40% | Q4 2019 | Q3 2023 | 16 |
Core Alternative Capital | 16 | 16 | 1.51% | 1.84% | 2.38% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
CAPTRUST FINANCIAL ADVISORS | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Madison Asset Management, LLC | 16 | 16 | 0.03% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Integrated Wealth Concepts LLC | 16 | 16 | 0.02% | 0.06% | 0.10% | Q4 2019 | Q3 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
S.A. Mason LLC | 16 | 16 | 0.06% | 0.08% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Gleason Group, Inc. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Pinnacle Wealth Planning Services, Inc. | 12 | 4 | 0.05% | 0.12% | 0.32% | Q4 2017 | Q3 2023 | 16 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 10 | 6 | 0.03% | 0.06% | 0.08% | Q4 2018 | Q3 2023 | 16 |
Winfield Associates, Inc. | 13 | 3 | 0.01% | 0.03% | 0.05% | Q4 2013 | Q4 2017 | 16 |
ACADEMY CAPITAL MANAGEMENT INC/TX | 15 | 15 | 2.18% | 3.30% | 4.04% | Q2 2015 | Q4 2018 | 15 |
CANADA PENSION PLAN INVESTMENT BOARD | 14 | 1 | 0.00% | 0.02% | 0.05% | Q1 2016 | Q3 2020 | 15 |
A.R.T. Advisors, LLC | 5 | 1 | 0.01% | 0.08% | 0.15% | Q4 2013 | Q3 2019 | 15 |
Opus Capital Group, LLC | 14 | 1 | 0.04% | 0.07% | 0.11% | Q1 2016 | Q4 2019 | 15 |
BlackRock Group LTD | 15 | 15 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2016 | 15 |
MYCIO WEALTH PARTNERS, LLC | 14 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2019 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.11% | 0.14% | 0.18% | Q2 2013 | Q4 2016 | 15 |
OFI Advisors LLC | 11 | 4 | 0.00% | 0.01% | 0.03% | Q3 2011 | Q3 2015 | 15 |
Marquette Asset Management, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2022 | 15 |
OLD DOMINION CAPITAL MANAGEMENT INC | 15 | 15 | 0.13% | 0.21% | 0.38% | Q1 2018 | Q3 2021 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q4 2016 | 15 |
Busey Bank | 10 | 1 | 0.01% | 0.59% | 1.59% | Q2 2013 | Q1 2022 | 15 |
Dynamic Capital Management Ltd | 5 | 1 | 0.06% | 0.47% | 2.26% | Q2 2013 | Q2 2019 | 15 |
MASSMUTUAL TRUST CO FSB/ADV | 11 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2017 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.06% | 0.08% | 0.09% | Q1 2020 | Q3 2023 | 15 |
Citizens National Bank Trust Department | 15 | 15 | 0.38% | 0.66% | 1.14% | Q1 2020 | Q3 2023 | 15 |
MOODY NATIONAL BANK TRUST DIVISION | 15 | 15 | 0.01% | 0.04% | 0.05% | Q3 2018 | Q1 2022 | 15 |
Endurance Wealth Management, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.08% | 0.10% | 0.13% | Q2 2013 | Q4 2016 | 15 |
CWS Financial Advisors, LLC | 8 | 7 | 0.27% | 0.42% | 0.61% | Q4 2019 | Q3 2023 | 15 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 15 | 15 | 0.08% | 0.12% | 0.18% | Q1 2020 | Q3 2023 | 15 |
Wealth Alliance | 15 | 15 | 0.11% | 0.20% | 0.32% | Q1 2020 | Q3 2023 | 15 |
Pavion Blue Capital, LLC | 15 | 15 | 0.21% | 1.54% | 1.89% | Q1 2020 | Q3 2023 | 15 |
Main Street Research LLC | 14 | 1 | 0.02% | 1.43% | 1.76% | Q2 2013 | Q1 2022 | 15 |
TRANSCEND CAPITAL ADVISORS, LLC | 13 | 2 | 0.10% | 0.17% | 0.34% | Q4 2019 | Q3 2023 | 15 |
TODD ASSET MANAGEMENT LLC | 15 | 15 | 0.03% | 0.18% | 0.52% | Q2 2013 | Q4 2016 | 15 |
Allianz Asset Management GmbH | 10 | 5 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q4 2021 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BCWM, LLC | 15 | 15 | 1.95% | 2.51% | 2.89% | Q1 2020 | Q3 2023 | 15 |
Calvert Investment Management, Inc. | 15 | 15 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q4 2016 | 15 |
Bollard Group LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2023 | 15 |
Virtu KCG Holdings LLC | 15 | 15 | 0.01% | 0.09% | 0.31% | Q3 2013 | Q1 2017 | 15 |
EXENCIAL WEALTH ADVISORS, LLC | 14 | 1 | 0.00% | 0.16% | 0.27% | Q1 2013 | Q3 2023 | 15 |
BEACON FINANCIAL GROUP | 10 | 1 | 0.03% | 0.45% | 0.79% | Q2 2015 | Q4 2021 | 15 |
GRATRY & Co LLC | 8 | 7 | 2.14% | 2.34% | 2.61% | Q2 2013 | Q1 2018 | 15 |
LAKE STREET ADVISORS GROUP, LLC | 15 | 15 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q2 2021 | 15 |
Arete Wealth Advisors, LLC | 8 | 1 | 0.03% | 0.09% | 0.17% | Q2 2018 | Q3 2023 | 15 |
Stratos Wealth Advisors, LLC | 12 | 3 | 0.02% | 0.05% | 0.18% | Q3 2019 | Q3 2023 | 15 |
Archford Capital Strategies, LLC | 13 | 2 | 0.00% | 0.04% | 0.57% | Q1 2014 | Q2 2018 | 15 |
Raab & Moskowitz Asset Management LLC | 5 | 1 | 0.01% | 0.28% | 0.84% | Q1 2014 | Q2 2023 | 15 |
EXANE DERIVATIVES | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2017 | 15 |
Transform Wealth, LLC | 15 | 15 | 0.03% | 0.08% | 0.31% | Q2 2016 | Q4 2019 | 15 |
Patten Group, Inc. | 15 | 15 | 0.02% | 0.04% | 0.07% | Q2 2015 | Q4 2018 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.03% | 0.04% | 0.06% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Cardan Capital Partners, LLC | 15 | 15 | 0.03% | 0.04% | 0.06% | Q1 2018 | Q3 2021 | 15 |
Horan Securities, Inc. | 8 | 3 | 0.01% | 0.08% | 0.13% | Q4 2018 | Q3 2023 | 15 |
ROPES WEALTH ADVISORS LLC | 7 | 1 | 0.00% | 0.03% | 0.07% | Q1 2018 | Q2 2023 | 15 |
Alpha Omega Wealth Management LLC | 15 | 15 | 0.03% | 0.07% | 0.15% | Q4 2016 | Q2 2020 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.10% | 0.17% | 0.29% | Q2 2013 | Q4 2016 | 15 |
Eastover Investment Advisors LLC | 14 | 14 | 2.80% | 3.10% | 3.40% | Q1 2020 | Q2 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Qube Research & Technologies Ltd | 12 | 1 | 0.00% | 0.05% | 0.24% | Q3 2019 | Q3 2023 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.04% | 0.05% | 0.06% | Q4 2015 | Q1 2019 | 14 |
THOMAS WHITE INTERNATIONAL LTD | 14 | 14 | 0.31% | 0.47% | 0.67% | Q1 2020 | Q2 2023 | 14 |
Beacon Pointe Advisors, LLC | 14 | 14 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Vanguard Personalized Indexing Management, LLC | 14 | 14 | 0.05% | 0.07% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Hugh Johnson Advisors LLC | 8 | 6 | 0.09% | 0.11% | 0.15% | Q2 2013 | Q2 2019 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.14% | 0.39% | 0.69% | Q2 2013 | Q3 2016 | 14 |
NORTHROAD CAPITAL MANAGEMENT LLC | 14 | 14 | 2.68% | 4.01% | 4.75% | Q2 2013 | Q3 2016 | 14 |
MAVERICK CAPITAL LTD | 5 | 1 | 0.01% | 0.05% | 0.20% | Q1 2017 | Q2 2023 | 14 |
Keystone Financial Planning, Inc. | 14 | 14 | 1.14% | 2.66% | 3.28% | Q4 2014 | Q1 2018 | 14 |
Financial Management Professionals, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Clean Yield Group | 10 | 4 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 14 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 10 | 1 | 0.00% | 0.02% | 0.02% | Q2 2010 | Q2 2023 | 14 |
Horizon Investments, LLC | 7 | 2 | 0.03% | 0.06% | 0.14% | Q1 2016 | Q3 2023 | 14 |
Wealthspire Advisors, LLC | 12 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 14 |
PRINCETON CAPITAL MANAGEMENT LLC | 7 | 7 | 0.01% | 0.66% | 1.39% | Q2 2013 | Q3 2019 | 14 |
Robertson Stephens Wealth Management, LLC | 11 | 3 | 0.03% | 0.06% | 0.14% | Q3 2019 | Q3 2023 | 14 |
VONTOBEL ASSET MANAGEMENT INC | 14 | 14 | 0.18% | 0.38% | 0.69% | Q2 2013 | Q3 2016 | 14 |
Hirtle Callaghan & Co LLC | 6 | 3 | 0.01% | 0.05% | 0.13% | Q3 2013 | Q4 2022 | 14 |
Sepio Capital, LP | 11 | 3 | 0.35% | 0.49% | 0.62% | Q4 2018 | Q3 2023 | 14 |
Zions Bancorporation | 13 | 1 | 0.00% | 0.02% | 0.07% | Q1 2015 | Q3 2018 | 14 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 8 | 6 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q1 2023 | 14 |
Bowie Capital Management, LLC | 14 | 14 | 0.13% | 1.52% | 2.85% | Q4 2016 | Q1 2020 | 14 |
AMERICAN ASSET MANAGEMENT INC. | 14 | 14 | 0.24% | 0.52% | 0.68% | Q3 2016 | Q4 2019 | 14 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 8 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 14 |
Capital International Investors | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Copeland Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 14 |
Euro Pacific Asset Management, LLC | 14 | 14 | 0.12% | 0.46% | 0.73% | Q2 2020 | Q3 2023 | 14 |
BRINKER CAPITAL INC | 12 | 2 | 0.04% | 0.11% | 0.26% | Q4 2016 | Q2 2020 | 14 |
Pacer Advisors, Inc. | 6 | 1 | 0.00% | 0.02% | 0.09% | Q4 2013 | Q3 2023 | 14 |
Live Oak Private Wealth LLC | 14 | 14 | 1.29% | 1.38% | 1.57% | Q2 2020 | Q3 2023 | 14 |
Equitable Holdings, Inc. | 13 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 14 |
ST GERMAIN D J CO INC | 11 | 3 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q4 2023 | 14 |
Aristotle Capital Management, LLC | 14 | 14 | 1.78% | 2.04% | 2.45% | Q2 2013 | Q3 2016 | 14 |
Private Wealth Partners, LLC | 11 | 3 | 0.05% | 0.09% | 0.12% | Q4 2013 | Q1 2020 | 14 |
Ninety One UK Ltd | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Arkadios Wealth Advisors | 12 | 2 | 0.00% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 14 |
FIRST NATIONAL BANK SIOUX FALLS | 14 | 14 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2016 | 14 |
EP Wealth Advisors, LLC | 5 | 1 | 0.01% | 0.47% | 1.68% | Q2 2013 | Q3 2023 | 14 |
Larson Financial Group LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Value Partners Investments Inc. | 14 | 14 | 0.34% | 0.55% | 0.85% | Q2 2020 | Q3 2023 | 14 |
HAP Trading, LLC | 5 | 1 | 0.00% | 0.91% | 6.74% | Q2 2014 | Q2 2021 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q3 2020 | 14 |
CROFT-LEOMINSTER INC | 14 | 14 | 0.08% | 1.10% | 1.47% | Q3 2014 | Q4 2017 | 14 |
Solstein Capital, LLC | 11 | 3 | 0.02% | 0.31% | 0.70% | Q1 2020 | Q3 2023 | 14 |
CVA Family Office, LLC | 14 | 14 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q2 2023 | 14 |
RITHOLTZ WEALTH MANAGEMENT | 14 | 14 | 0.03% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 14 |
STABLEFORD CAPITAL II LLC | 12 | 2 | 0.26% | 0.64% | 1.34% | Q1 2020 | Q3 2023 | 14 |
Traynor Capital Management, Inc. | 14 | 14 | 0.07% | 0.18% | 0.25% | Q1 2017 | Q2 2020 | 14 |
Blue Zone Wealth Advisors, LLC | 13 | 13 | 0.90% | 1.14% | 1.86% | Q3 2020 | Q3 2023 | 13 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 13 | 13 | 0.01% | 0.02% | 0.08% | Q4 2015 | Q4 2018 | 13 |
Liberty Mutual Group Asset Management Inc. | 13 | 13 | 0.01% | 0.03% | 0.07% | Q3 2015 | Q3 2018 | 13 |
Lenox Wealth Management, Inc. | 13 | 13 | 0.01% | 0.02% | 0.06% | Q2 2017 | Q2 2020 | 13 |
CX Institutional | 12 | 1 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q2 2022 | 13 |
L & S Advisors Inc | 13 | 13 | 0.09% | 0.16% | 0.24% | Q2 2017 | Q2 2020 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2022 | 13 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 13 | 13 | 0.04% | 0.15% | 0.68% | Q3 2020 | Q3 2023 | 13 |
FIRST NIAGARA BANK | 13 | 13 | 0.07% | 0.09% | 0.10% | Q2 2013 | Q2 2016 | 13 |
Townsend & Associates, Inc | 13 | 13 | 0.97% | 1.81% | 2.50% | Q4 2017 | Q4 2020 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.16% | 0.22% | 0.27% | Q3 2020 | Q3 2023 | 13 |
DUNCKER STREETT & CO INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2022 | 13 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 9 | 4 | 0.04% | 0.09% | 0.19% | Q1 2018 | Q4 2023 | 13 |
IBERIABANK CORP | 12 | 1 | 0.08% | 0.14% | 0.25% | Q1 2013 | Q2 2020 | 13 |
Graypoint LLC | 13 | 13 | 0.03% | 0.07% | 0.25% | Q1 2020 | Q1 2023 | 13 |
Port Capital LLC | 13 | 13 | 0.04% | 0.09% | 0.15% | Q4 2017 | Q4 2020 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
MONETA GROUP INVESTMENT ADVISORS LLC | 11 | 2 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2019 | 13 |
JEPPSON WEALTH MANAGEMENT, LLC | 13 | 13 | 0.13% | 0.15% | 0.16% | Q3 2020 | Q3 2023 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
SYMONS CAPITAL MANAGEMENT INC | 13 | 13 | 2.20% | 3.44% | 5.42% | Q1 2015 | Q1 2018 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.05% | 0.07% | 0.09% | Q3 2020 | Q3 2023 | 13 |
BRANDES INVESTMENT PARTNERS, LP | 13 | 13 | 0.03% | 0.04% | 0.05% | Q2 2014 | Q2 2017 | 13 |
Affiance Financial, LLC | 13 | 13 | 0.27% | 0.32% | 0.37% | Q3 2020 | Q3 2023 | 13 |
NAVELLIER & ASSOCIATES INC | 13 | 13 | 0.00% | 0.02% | 0.05% | Q3 2012 | Q3 2015 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.05% | 0.07% | 0.11% | Q2 2013 | Q2 2016 | 13 |
DRW Securities, LLC | 8 | 1 | 0.02% | 0.07% | 0.32% | Q4 2017 | Q2 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.02% | 0.16% | 0.19% | Q3 2020 | Q3 2023 | 13 |
KANALY TRUST CO | 13 | 13 | 0.00% | 0.03% | 0.11% | Q4 2013 | Q4 2016 | 13 |
Elmwood Wealth Management, Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 13 |
King Wealth Management Group | 7 | 2 | 0.04% | 1.16% | 3.11% | Q2 2013 | Q1 2022 | 13 |
Randolph Co Inc | 13 | 13 | 0.88% | 2.73% | 5.24% | Q1 2017 | Q1 2020 | 13 |
Corbenic Partners LLC | 13 | 13 | 0.04% | 0.05% | 0.09% | Q4 2014 | Q4 2017 | 13 |
BALYASNY ASSET MANAGEMENT L.P. | 5 | 1 | 0.00% | 0.04% | 0.17% | Q3 2015 | Q3 2023 | 13 |
Baldwin Investment Management, LLC | 13 | 13 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 13 |
PITCAIRN CO | 9 | 4 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q2 2022 | 13 |
Certified Advisory Corp | 11 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 13 |
Trexquant Investment LP | 4 | 1 | 0.02% | 0.06% | 0.11% | Q3 2015 | Q4 2022 | 13 |
Wellesley Investment Partners, LLC | 13 | 13 | 0.11% | 0.13% | 0.15% | Q3 2017 | Q3 2020 | 13 |
CAMPBELL CAPITAL MANAGEMENT INC | 9 | 1 | 0.27% | 2.83% | 5.35% | Q1 2020 | Q4 2023 | 13 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 13 | 13 | 0.10% | 0.19% | 0.24% | Q2 2013 | Q2 2016 | 13 |
LYELL WEALTH MANAGEMENT, LP | 7 | 6 | 0.03% | 0.06% | 0.10% | Q3 2018 | Q2 2022 | 13 |
GRAYBILL WEALTH MANAGEMENT, LTD. | 13 | 13 | 1.64% | 1.86% | 2.05% | Q3 2020 | Q3 2023 | 13 |
Marietta Wealth Management, LLC | 13 | 13 | 0.16% | 0.22% | 0.32% | Q4 2016 | Q4 2019 | 13 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.04% | 0.15% | 0.54% | Q1 2012 | Q4 2022 | 13 |
GENERAL ELECTRIC CO | 13 | 13 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2016 | 13 |
Venture Visionary Partners LLC | 12 | 1 | 0.06% | 0.11% | 0.20% | Q4 2019 | Q3 2023 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.09% | 0.12% | 0.17% | Q2 2013 | Q2 2016 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
TSFG, LLC | 8 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 12 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.01% | 0.07% | 0.14% | Q1 2016 | Q2 2023 | 12 |
Advisor OS, LLC | 12 | 12 | 0.11% | 0.16% | 0.23% | Q4 2020 | Q3 2023 | 12 |
Brand Asset Management Group, Inc. | 12 | 12 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2021 | 12 |
Mariner Wealth Advisors-Cincinnati, LLC | 9 | 1 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q2 2018 | 12 |
CAMBRIDGE TRUST CO | 8 | 4 | 0.01% | 0.02% | 0.05% | Q2 2016 | Q3 2023 | 12 |
Principle Wealth Partners LLC | 11 | 1 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q2 2023 | 12 |
JBJ Investment Partners, LLC | 12 | 12 | 0.03% | 0.16% | 0.25% | Q1 2019 | Q4 2021 | 12 |
PROSPECTOR PARTNERS LLC | 12 | 12 | 0.30% | 1.16% | 1.44% | Q3 2014 | Q2 2017 | 12 |
Banco Santander, S.A. | 7 | 1 | 0.00% | 0.01% | 0.05% | Q1 2018 | Q3 2023 | 12 |
VICTORY CAPITAL MANAGEMENT INC | 9 | 3 | 0.02% | 0.15% | 0.43% | Q3 2014 | Q3 2023 | 12 |
HENDLEY & CO INC | 11 | 1 | 0.08% | 0.95% | 1.56% | Q1 2014 | Q3 2020 | 12 |
Homrich & Berg | 6 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2021 | 12 |
SEVEN EIGHT CAPITAL, LP | 4 | 1 | 0.00% | 0.10% | 0.22% | Q2 2014 | Q2 2023 | 12 |
Segment Wealth Management, LLC | 12 | 12 | 0.56% | 0.73% | 0.87% | Q3 2017 | Q2 2020 | 12 |
Blue Fin Capital, Inc. | 12 | 12 | 0.17% | 0.30% | 0.50% | Q4 2013 | Q3 2016 | 12 |
Prime Capital Investment Advisors, LLC | 6 | 3 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 12 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.05% | 0.16% | Q4 2014 | Q4 2022 | 12 |
Live Your Vision, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2019 | 12 |
TWO SIGMA ADVISERS, LP | 10 | 2 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q3 2019 | 12 |
Fusion Capital, LLC | 12 | 12 | 0.18% | 0.22% | 0.24% | Q4 2020 | Q3 2023 | 12 |
HERON FINANCIAL GROUP, LLC | 11 | 1 | 0.12% | 0.14% | 0.19% | Q4 2019 | Q2 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q1 2016 | 12 |
Total Clarity Wealth Management, Inc. | 11 | 1 | 0.14% | 0.18% | 0.23% | Q4 2019 | Q4 2022 | 12 |
Aries Wealth Management | 6 | 6 | 0.12% | 0.16% | 0.18% | Q3 2020 | Q3 2023 | 12 |
Concert Wealth Management Inc. | 6 | 6 | 0.03% | 0.04% | 0.06% | Q3 2013 | Q3 2016 | 12 |
MCDONALD PARTNERS LLC | 12 | 12 | 0.00% | 0.14% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Salvus Wealth Management, LLC | 12 | 12 | 0.45% | 0.57% | 0.77% | Q4 2020 | Q3 2023 | 12 |
Verition Fund Management LLC | 4 | 1 | 0.02% | 0.24% | 1.16% | Q4 2015 | Q1 2022 | 12 |
BCGM Wealth Management, LLC | 12 | 12 | 0.36% | 0.50% | 0.60% | Q4 2020 | Q3 2023 | 12 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 8 | 4 | 0.10% | 0.21% | 0.51% | Q1 2018 | Q1 2022 | 12 |
Quantitative Investment Management, LLC | 4 | 1 | 0.02% | 0.10% | 0.40% | Q3 2013 | Q3 2020 | 12 |
VAN ECK ASSOCIATES CORP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 12 |
Pictet North America Advisors SA | 12 | 12 | 0.03% | 0.11% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2021 | 12 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 12 | 12 | 0.45% | 0.50% | 0.55% | Q4 2020 | Q3 2023 | 12 |
Oak Harvest Investment Services | 12 | 12 | 0.75% | 1.47% | 1.70% | Q4 2020 | Q3 2023 | 12 |
CARILLON TOWER ADVISERS, INC. | 12 | 12 | 0.05% | 0.08% | 0.12% | Q1 2018 | Q4 2020 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.10% | 0.13% | 0.23% | Q4 2020 | Q3 2023 | 12 |
InterOcean Capital Group, LLC | 12 | 12 | 0.01% | 0.06% | 0.19% | Q4 2020 | Q3 2023 | 12 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 12 | 12 | 1.29% | 1.50% | 1.62% | Q4 2020 | Q3 2023 | 12 |
INDEPENDENT INVESTORS INC | 8 | 4 | 0.07% | 0.27% | 0.39% | Q3 2016 | Q4 2019 | 12 |
M. Kulyk & Associates, LLC | 12 | 12 | 0.88% | 1.38% | 1.77% | Q4 2020 | Q3 2023 | 12 |
WHEATLAND ADVISORS INC | 12 | 12 | 0.21% | 0.25% | 0.42% | Q1 2017 | Q4 2019 | 12 |
AVIANCE CAPITAL MANAGEMENT, LLC | 8 | 2 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q1 2019 | 12 |
Accretive Wealth Partners, LLC | 12 | 12 | 0.66% | 0.84% | 0.93% | Q4 2020 | Q3 2023 | 12 |
McGinn Penninger Investment Management, Inc. | 12 | 12 | 2.30% | 3.17% | 3.83% | Q4 2020 | Q3 2023 | 12 |
NumerixS Investment Technologies Inc | 5 | 1 | 0.01% | 0.06% | 0.18% | Q4 2014 | Q2 2020 | 12 |
Cohen Investment Advisors LLC | 12 | 12 | 0.40% | 0.47% | 0.50% | Q4 2020 | Q3 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 12 | 12 | 0.04% | 0.33% | 0.97% | Q4 2020 | Q3 2023 | 12 |
J.W. COLE ADVISORS, INC. | 10 | 1 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Tacita Capital Inc | 12 | 12 | 0.16% | 0.18% | 0.20% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Bard Financial Services, Inc. | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Arlington Partners LLC | 7 | 5 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Lorne Steinberg Wealth Management Inc. | 12 | 12 | 2.13% | 2.58% | 3.13% | Q4 2020 | Q3 2023 | 12 |
NewEdge Wealth, LLC | 12 | 12 | 0.07% | 0.24% | 0.44% | Q4 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Valmark Advisers, Inc. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
NATIXIS | 12 | 12 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q1 2016 | 12 |
Koshinski Asset Management, Inc. | 4 | 1 | 0.01% | 0.04% | 0.11% | Q3 2018 | Q3 2023 | 12 |
MANNING & NAPIER ADVISORS LLC | 12 | 12 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q1 2016 | 12 |
Krilogy Financial LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2018 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.07% | 0.12% | 0.18% | Q4 2018 | Q3 2021 | 12 |
Stokes & Hubbell Capital Management, LLC | 12 | 12 | 0.35% | 0.69% | 0.95% | Q2 2016 | Q1 2019 | 12 |
Landsberg, Bennett, & Dubbaneh LLC | 12 | 12 | 0.15% | 0.67% | 0.92% | Q4 2018 | Q3 2021 | 12 |
Principal Street Partners, LLC | 7 | 5 | 0.04% | 0.11% | 0.16% | Q3 2020 | Q3 2023 | 12 |
ACADIAN ASSET MANAGEMENT LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q2 2022 | 12 |
WHV Investments, Inc. | 12 | 12 | 2.29% | 3.22% | 3.99% | Q2 2013 | Q1 2016 | 12 |
NVWM, LLC | 10 | 1 | 0.00% | 0.18% | 0.40% | Q4 2017 | Q1 2022 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2015 | 11 |
STRATTON MANAGEMENT CO | 11 | 11 | 0.18% | 0.29% | 0.62% | Q2 2013 | Q4 2015 | 11 |
SANDERS MORRIS HARRIS LLC | 8 | 3 | 0.04% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2017 | 11 |
BALASA DINVERNO & FOLTZ LLC | 11 | 11 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q4 2015 | 11 |
Timber Hill LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 11 |
CHEMICAL BANK | 11 | 11 | 0.03% | 0.14% | 0.30% | Q2 2013 | Q4 2015 | 11 |
Candriam S.C.A. | 8 | 2 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q4 2022 | 11 |
WADDELL & REED FINANCIAL INC | 6 | 5 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q2 2016 | 11 |
Orion Capital Management LLC | 10 | 1 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 11 |
Twin Lakes Capital Management, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
MACRO Consulting Group | 11 | 11 | 0.98% | 1.24% | 1.56% | Q4 2018 | Q2 2021 | 11 |
BANQUE PICTET & CIE SA | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 11 |
Susquehanna International Securities, Ltd. | 4 | 1 | 0.20% | 1.43% | 3.50% | Q1 2019 | Q2 2023 | 11 |
Mawer Investment Management Ltd. | 11 | 11 | 0.06% | 0.73% | 1.05% | Q3 2013 | Q1 2016 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Canvas Wealth Advisors, LLC | 11 | 11 | 0.12% | 0.41% | 1.43% | Q1 2021 | Q3 2023 | 11 |
NewSquare Capital LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 11 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 11 | 11 | 0.21% | 0.27% | 0.34% | Q2 2013 | Q4 2015 | 11 |
Pallas Capital Advisors LLC | 11 | 11 | 0.01% | 0.55% | 0.84% | Q1 2021 | Q3 2023 | 11 |
Keel Point, LLC | 11 | 11 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Douglas C. Lane & Associates, Inc. | 11 | 11 | 0.83% | 1.01% | 1.30% | Q2 2013 | Q4 2015 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
HARVEY INVESTMENT CO LLC | 11 | 11 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q2 2023 | 11 |
Spectrum Asset Management, Inc. (NB/CA) | 11 | 11 | 0.22% | 0.72% | 1.24% | Q2 2017 | Q4 2019 | 11 |
Ranch Capital Advisors Inc. | 11 | 11 | 0.12% | 0.16% | 0.23% | Q3 2019 | Q1 2022 | 11 |
Eukles Asset Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Meristem Family Wealth, LLC | 11 | 11 | 0.04% | 0.07% | 0.08% | Q3 2019 | Q1 2022 | 11 |
CENTAURUS FINANCIAL, INC. | 10 | 1 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 11 |
GREYSTONE INVESTMENT MANAGEMENT LLC | 11 | 11 | 0.60% | 2.50% | 3.26% | Q3 2014 | Q1 2017 | 11 |
NEW YORK STATE COMMON RETIREMENT FUND | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
BSW Wealth Partners | 11 | 11 | 0.06% | 0.08% | 0.12% | Q1 2021 | Q3 2023 | 11 |
Clark Capital Management Group, Inc. | 4 | 2 | 0.02% | 0.19% | 0.41% | Q2 2013 | Q3 2022 | 11 |
Marcum Wealth, LLC | 11 | 11 | 0.04% | 0.06% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Waverly Advisors, LLC | 5 | 2 | 0.00% | 0.04% | 0.09% | Q3 2013 | Q4 2017 | 11 |
ATWOOD & PALMER INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
MEEDER ASSET MANAGEMENT INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.10% | 0.14% | 0.19% | Q4 2018 | Q2 2021 | 11 |
Nuveen Asset Management, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 11 |
Goelzer Investment Management, Inc. | 7 | 1 | 0.01% | 0.23% | 0.53% | Q2 2016 | Q3 2023 | 11 |
CREDIT AGRICOLE S A | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 0.12% | 0.14% | 0.16% | Q2 2020 | Q4 2022 | 11 |
GAM Holding AG | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2015 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2020 | 11 |
Belpointe Asset Management LLC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2023 | 11 |
Capstone Triton Financial Group, LLC | 7 | 4 | 0.94% | 1.15% | 1.34% | Q4 2020 | Q3 2023 | 11 |
Eudaimonia Partners, LLC | 8 | 3 | 0.05% | 0.19% | 0.29% | Q4 2019 | Q3 2022 | 11 |
MARTIN CURRIE LTD | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 11 |
Dunvegan Associates, Inc. | 11 | 11 | 0.35% | 0.51% | 0.61% | Q2 2013 | Q4 2015 | 11 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 11 | 11 | 0.31% | 1.06% | 1.55% | Q1 2012 | Q3 2014 | 11 |
Venturi Wealth Management, LLC | 8 | 3 | 0.00% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 11 |
O'Brien Greene & Co. Inc | 11 | 11 | 0.11% | 0.16% | 0.19% | Q1 2021 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 11 |
Alhambra Investment Management LLC | 11 | 11 | 0.30% | 0.39% | 0.46% | Q1 2021 | Q3 2023 | 11 |
Intercontinental Wealth Advisors, LLC | 11 | 11 | 0.04% | 0.19% | 0.25% | Q1 2017 | Q3 2019 | 11 |
Barnett & Company, Inc. | 11 | 11 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2018 | 11 |
Marks Group Wealth Management, Inc | 11 | 11 | 0.03% | 0.12% | 0.21% | Q1 2021 | Q3 2023 | 11 |
Virtu Financial LLC | 4 | 1 | 0.02% | 0.07% | 0.18% | Q4 2017 | Q3 2023 | 11 |
LAKEWOOD CAPITAL MANAGEMENT, LP | 10 | 1 | 0.47% | 0.91% | 1.56% | Q3 2019 | Q3 2023 | 11 |
Sageworth Trust Co | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2023 | 11 |
Artemis Wealth Advisors, LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q2 2022 | 11 |
Financial Engines Advisors L.L.C. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 11 |
Legacy Financial Advisors, Inc. | 6 | 2 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q2 2023 | 11 |
Hemenway Trust Co LLC | 10 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q2 2023 | 11 |
CHILTON INVESTMENT CO INC. | 11 | 11 | 0.01% | 1.24% | 2.69% | Q2 2013 | Q4 2015 | 11 |
FIRST QUADRANT LLC/CA | 11 | 11 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2015 | 11 |
FRANKLIN STREET ADVISORS INC /NC | 11 | 11 | 0.12% | 0.96% | 2.02% | Q2 2013 | Q4 2015 | 11 |
DAVIS SELECTED ADVISERS | 11 | 11 | 0.30% | 0.40% | 0.57% | Q2 2013 | Q4 2015 | 11 |
WADE G W & INC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
AMERICAN NATIONAL BANK & TRUST CO /VA/ | 11 | 11 | 0.10% | 0.42% | 0.76% | Q2 2013 | Q4 2015 | 11 |
Tradition Wealth Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Advocacy Wealth Management Services, LLC | 8 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2017 | 10 |
Summit Trail Advisors, LLC | 7 | 1 | 0.01% | 0.04% | 0.12% | Q4 2017 | Q3 2023 | 10 |
Aaron Wealth Advisors LLC | 10 | 10 | 0.03% | 0.08% | 0.13% | Q1 2021 | Q2 2023 | 10 |
West Financial Advisors, LLC | 8 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 10 |
Dorsey Wright & Associates | 5 | 1 | 1.00% | 1.11% | 1.30% | Q4 2018 | Q4 2022 | 10 |
BDO Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 10 |
Evercore Wealth Management, LLC | 10 | 10 | 0.10% | 0.44% | 0.65% | Q2 2013 | Q3 2015 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.04% | 0.11% | 0.16% | Q4 2014 | Q1 2017 | 10 |
Willingdon Wealth Management | 9 | 1 | 0.00% | 0.23% | 0.91% | Q3 2017 | Q1 2020 | 10 |
ANCHOR CAPITAL ADVISORS LLC | 9 | 1 | 0.01% | 0.15% | 0.32% | Q1 2018 | Q3 2023 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q3 2015 | 10 |
NOMURA HOLDINGS INC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q4 2012 | Q2 2015 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.01% | 0.04% | 0.07% | Q4 2017 | Q2 2020 | 10 |
JANUS HENDERSON INVESTORS US LLC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2016 | 10 |
Guidant Wealth Advisors | 10 | 10 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2018 | 10 |
RONALD BLUE & CO LLC | 10 | 10 | 0.00% | 0.05% | 0.07% | Q2 2013 | Q3 2015 | 10 |
SRS Capital Advisors, Inc. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
FORA Capital, LLC | 4 | 1 | 0.02% | 0.15% | 0.31% | Q4 2019 | Q3 2023 | 10 |
INVESTMENT PARTNERS, LTD. | 5 | 1 | 0.08% | 0.13% | 0.18% | Q4 2018 | Q3 2022 | 10 |
GYL FINANCIAL SYNERGIES, LLC | 7 | 3 | 0.12% | 0.16% | 0.22% | Q4 2018 | Q3 2023 | 10 |
EVERETT HARRIS & CO /CA/ | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2022 | 10 |
NORTHERN CAPITAL MANAGEMENT LLC | 10 | 10 | 0.12% | 0.56% | 1.23% | Q3 2014 | Q4 2016 | 10 |
River Road Asset Management, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2019 | 10 |
PARADIGM ASSET MANAGEMENT CO LLC | 5 | 5 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 10 |
Ironsides Asset Advisors, LLC | 8 | 2 | 0.29% | 0.32% | 0.37% | Q2 2014 | Q4 2016 | 10 |
Allred Capital Management, LLC | 10 | 10 | 0.17% | 0.23% | 0.27% | Q1 2019 | Q2 2021 | 10 |
Counsel Portfolio Services Inc. | 10 | 10 | 0.06% | 0.17% | 0.20% | Q3 2013 | Q4 2015 | 10 |
First Trust Direct Indexing L.P. | 10 | 10 | 0.05% | 0.10% | 0.15% | Q2 2021 | Q3 2023 | 10 |
Pendal Group Ltd | 10 | 10 | 0.00% | 0.11% | 0.35% | Q3 2020 | Q4 2022 | 10 |
BANK OF NOVA SCOTIA | 9 | 1 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 10 | 10 | 0.17% | 0.26% | 0.48% | Q4 2018 | Q1 2021 | 10 |
Perigon Wealth Management, LLC | 5 | 1 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 10 |
Marshall Wace North America L.P. | 5 | 1 | 0.00% | 0.07% | 0.26% | Q1 2017 | Q2 2021 | 10 |
Americana Partners, LLC | 7 | 1 | 0.05% | 0.12% | 0.26% | Q4 2019 | Q3 2023 | 10 |
THOMPSON DAVIS & CO., INC. | 9 | 1 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q3 2017 | 10 |
EXCALIBUR MANAGEMENT CORP | 9 | 1 | 0.10% | 0.11% | 0.14% | Q4 2019 | Q2 2023 | 10 |
Merit Financial Group, LLC | 8 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 10 |
iAB Financial Bank | 10 | 10 | 0.12% | 0.14% | 0.16% | Q1 2015 | Q2 2017 | 10 |
ASSOCIATED BANC-CORP | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2023 | 10 |
Apollon Wealth Management, LLC | 9 | 1 | 0.02% | 0.06% | 0.12% | Q2 2020 | Q3 2023 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2019 | 10 |
Summit Financial, LLC | 10 | 10 | 0.03% | 0.08% | 0.11% | Q2 2021 | Q3 2023 | 10 |
Parsec Financial Management, Inc. | 10 | 10 | 0.03% | 0.04% | 0.05% | Q3 2017 | Q4 2019 | 10 |
AllSquare Wealth Management LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 10 |
GSB Wealth Management, LLC | 8 | 2 | 0.57% | 0.67% | 0.73% | Q1 2021 | Q3 2023 | 10 |
INTEGRAL DERIVATIVES, LLC | 5 | 1 | 0.00% | 0.02% | 0.08% | Q3 2014 | Q2 2017 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
First National Bank of Hutchinson | 10 | 10 | 0.10% | 0.20% | 0.26% | Q1 2021 | Q2 2023 | 10 |
Jeereddi Investments, LP | 7 | 1 | 0.18% | 0.32% | 0.73% | Q4 2019 | Q4 2022 | 10 |
PFG Advisors | 10 | 10 | 0.11% | 0.21% | 0.25% | Q1 2021 | Q2 2023 | 10 |
Trust Investment Advisors | 10 | 10 | 1.19% | 1.33% | 1.44% | Q4 2013 | Q1 2016 | 10 |
First Bank & Trust | 6 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q2 2022 | 10 |
Centennial Wealth Advisory LLC | 5 | 5 | 0.08% | 0.13% | 0.16% | Q4 2020 | Q2 2023 | 10 |
CONNABLE OFFICE INC | 10 | 10 | 0.09% | 0.12% | 0.15% | Q2 2013 | Q3 2015 | 10 |
FORT PITT CAPITAL GROUP, LLC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q4 2020 | 10 |
Disciplined Investments, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 10 |
YCG, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q2 2016 | 10 |
Versant Capital Management, Inc | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2017 | 9 |
GW HENSSLER & ASSOCIATES LTD | 9 | 9 | 0.03% | 1.06% | 1.35% | Q2 2013 | Q2 2015 | 9 |
ALTA CAPITAL MANAGEMENT LLC/ | 9 | 9 | 0.06% | 0.08% | 0.10% | Q4 2014 | Q4 2016 | 9 |
CORNERSTONE CAPITAL MANAGEMENT LLC | 9 | 9 | 1.08% | 2.09% | 2.98% | Q2 2013 | Q2 2015 | 9 |
NOESIS CAPITAL MANGEMENT CORP | 6 | 3 | 0.05% | 0.06% | 0.08% | Q2 2019 | Q1 2022 | 9 |
Champlain Investment Partners, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2016 | 9 |
Campbell & CO Investment Adviser LLC | 6 | 1 | 0.04% | 0.50% | 1.81% | Q1 2015 | Q3 2023 | 9 |
BRIGHTON JONES LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q4 2022 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q4 2016 | 9 |
Aureus Asset Management, LLC | 8 | 1 | 0.02% | 0.03% | 0.06% | Q3 2020 | Q1 2023 | 9 |
GHP Investment Advisors, Inc. | 7 | 1 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 9 |
683 Capital Management, LLC | 9 | 9 | 0.06% | 1.17% | 2.62% | Q1 2020 | Q1 2022 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.11% | 0.20% | 0.28% | Q2 2013 | Q2 2015 | 9 |
Westover Capital Advisors, LLC | 9 | 9 | 0.17% | 0.25% | 0.40% | Q2 2013 | Q2 2015 | 9 |
ArrowMark Colorado Holdings LLC | 9 | 9 | 0.10% | 0.16% | 0.28% | Q4 2015 | Q4 2017 | 9 |
Simplicity Solutions, LLC | 4 | 2 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q3 2023 | 9 |
Cambria Investment Management, L.P. | 9 | 9 | 0.62% | 0.71% | 0.89% | Q3 2017 | Q3 2019 | 9 |
Semper Trust Co. | 9 | 9 | 0.49% | 0.65% | 0.81% | Q2 2013 | Q2 2015 | 9 |
RPg Family Wealth Advisory, LLC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q1 2019 | 9 |
Circle Wealth Management, LLC | 8 | 1 | 0.05% | 0.24% | 0.42% | Q1 2019 | Q4 2021 | 9 |
Crosspoint Capital Strategies, LLC | 9 | 9 | 0.01% | 0.24% | 0.84% | Q4 2013 | Q4 2015 | 9 |
Northeast Financial Consultants Inc | 6 | 3 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q1 2023 | 9 |
Argent Trust Co | 5 | 4 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Squarepoint Ops LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 9 |
Schonfeld Strategic Advisors LLC | 4 | 1 | 0.00% | 0.07% | 0.48% | Q4 2018 | Q3 2023 | 9 |
Clear Perspective Advisors, LLC | 9 | 9 | 0.13% | 0.18% | 0.21% | Q4 2016 | Q4 2018 | 9 |
abrdn plc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2019 | 9 |
Verdence Capital Advisors LLC | 6 | 3 | 0.03% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 9 |
Strategic Wealth Partners, Ltd. | 8 | 1 | 0.00% | 0.05% | 0.06% | Q4 2017 | Q4 2021 | 9 |
Manning & Napier Group, LLC | 5 | 4 | 0.06% | 0.06% | 0.07% | Q1 2020 | Q1 2023 | 9 |
GPS Wealth Strategies Group, LLC | 6 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Claro Advisors LLC | 6 | 1 | 0.10% | 0.12% | 0.18% | Q4 2018 | Q4 2022 | 9 |
Ellis Investment Partners, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 9 |
Gladstone Institutional Advisory LLC | 9 | 9 | 0.02% | 0.04% | 0.09% | Q2 2021 | Q2 2023 | 9 |
London & Capital Asset Management Ltd | 6 | 1 | 0.05% | 0.15% | 0.18% | Q1 2019 | Q3 2023 | 9 |
Qtron Investments LLC | 9 | 9 | 0.06% | 0.15% | 0.26% | Q3 2021 | Q3 2023 | 9 |
Quilter Plc | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2021 | 9 |
Golden State Wealth Management, LLC | 4 | 1 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q1 2022 | 9 |
Enterprise Trust & Investment Co | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2022 | 9 |
OneAscent Financial Services LLC | 6 | 1 | 0.15% | 0.25% | 0.59% | Q2 2019 | Q4 2021 | 9 |
Legacy Wealth Planning, LLC | 8 | 1 | 0.25% | 0.31% | 0.45% | Q4 2019 | Q3 2022 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.26% | 0.32% | 0.39% | Q3 2021 | Q3 2023 | 9 |
Addison Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 9 |
Roberts Wealth Advisors, LLC | 9 | 9 | 0.88% | 1.00% | 1.13% | Q3 2021 | Q3 2023 | 9 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 9 | 9 | 0.69% | 1.00% | 1.37% | Q2 2013 | Q2 2015 | 9 |
1ST SOURCE BANK | 4 | 1 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q1 2022 | 9 |
CAPITAL ONE, NATIONAL ASSOCIATION | 8 | 1 | 0.02% | 0.03% | 0.11% | Q2 2016 | Q4 2019 | 9 |
QUEST CAPITAL MANAGEMENT INC /ADV | 5 | 1 | 0.04% | 0.06% | 0.08% | Q4 2018 | Q4 2021 | 9 |
SHUFRO ROSE & CO LLC | 5 | 4 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q4 2021 | 9 |
Ameritas Investment Company, LLC | 4 | 2 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2021 | 9 |
ACIMA PRIVATE WEALTH, LLC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q3 2020 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.05% | 0.10% | 0.18% | Q2 2013 | Q1 2015 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
GQG Partners LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q1 2020 | 8 |
Providence Capital Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2021 | 8 |
Pinnacle Wealth Management Advisory Group, LLC | 8 | 8 | 0.24% | 0.32% | 0.43% | Q4 2021 | Q3 2023 | 8 |
Williams Jones Wealth Management, LLC. | 6 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 8 |
BENJAMIN EDWARDS INC | 8 | 8 | 0.02% | 0.19% | 0.26% | Q4 2021 | Q3 2023 | 8 |
NWAM LLC | 7 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 8 |
QUANTUM CAPITAL MANAGEMENT | 5 | 1 | 0.03% | 0.05% | 0.07% | Q1 2014 | Q3 2020 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Steinberg Global Asset Management | 8 | 8 | 0.04% | 0.19% | 0.31% | Q2 2013 | Q1 2015 | 8 |
Community Bank, N.A. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2022 | 8 |
TURNER INVESTMENTS LLC | 8 | 8 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q1 2015 | 8 |
PERSONAL CFO SOLUTIONS, LLC | 6 | 2 | 0.07% | 0.09% | 0.10% | Q3 2019 | Q4 2022 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.03% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
ICC CAPITAL MANAGEMENT INC/ | 8 | 8 | 0.19% | 0.31% | 0.41% | Q2 2013 | Q1 2015 | 8 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 0.58% | 0.67% | 0.72% | Q4 2021 | Q3 2023 | 8 |
Transamerica Financial Advisors, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 8 |
Charles Schwab Investment Advisory, Inc. | 7 | 1 | 0.00% | 0.49% | 0.60% | Q2 2018 | Q1 2022 | 8 |
Ridgewood Investments LLC | 7 | 1 | 0.18% | 0.42% | 0.54% | Q4 2016 | Q1 2019 | 8 |
KEMPER Corp | 8 | 8 | 0.26% | 0.41% | 0.50% | Q2 2013 | Q1 2015 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
JGP Wealth Management, LLC | 8 | 8 | 0.25% | 0.33% | 0.37% | Q2 2018 | Q1 2020 | 8 |
Jacobus Wealth Management, Inc. | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2014 | Q3 2016 | 8 |
Phraction Management LLC | 8 | 8 | 0.12% | 1.19% | 1.68% | Q4 2021 | Q3 2023 | 8 |
New Capital Management LP | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2018 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.34% | 0.45% | 0.62% | Q4 2021 | Q3 2023 | 8 |
Firestone Capital Management | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q3 2021 | 8 |
Vise Technologies, Inc. | 8 | 8 | 0.13% | 0.24% | 0.34% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.06% | 0.12% | Q4 2021 | Q3 2023 | 8 |
FOUNDERS FINANCIAL SECURITIES LLC | 5 | 3 | 0.11% | 0.37% | 0.85% | Q1 2016 | Q3 2023 | 8 |
Whitnell & Co. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2018 | 8 |
Sandy Cove Advisors, LLC | 8 | 8 | 0.44% | 0.70% | 0.91% | Q4 2021 | Q3 2023 | 8 |
Laraway Financial Advisors Inc | 8 | 8 | 0.32% | 0.41% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Kathleen S. Wright Associates Inc. | 8 | 8 | 0.31% | 0.73% | 0.92% | Q4 2021 | Q3 2023 | 8 |
Farmers & Merchants Trust Co of Long Beach | 4 | 4 | 0.06% | 0.07% | 0.10% | Q1 2019 | Q1 2022 | 8 |
Gary Goldberg Planning Services Inc | 8 | 8 | 0.00% | 0.04% | 0.08% | Q1 2013 | Q4 2014 | 8 |
Twelve Points Wealth Management LLC | 8 | 8 | 0.38% | 0.74% | 1.13% | Q4 2021 | Q3 2023 | 8 |
Mill Capital Management, LLC | 8 | 8 | 1.58% | 1.92% | 2.08% | Q4 2021 | Q3 2023 | 8 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.01% | 0.04% | 0.06% | Q1 2016 | Q1 2018 | 8 |
Tidal Investments LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CAPITAL ONE FINANCIAL CORP | 8 | 8 | 0.03% | 0.05% | 0.10% | Q1 2020 | Q4 2021 | 8 |
GROUP ONE TRADING, L.P. | 4 | 1 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q1 2023 | 8 |
MDE Group | 8 | 8 | 0.06% | 0.07% | 0.09% | Q2 2013 | Q1 2015 | 8 |
Pitti Group Wealth Management, LLC | 8 | 8 | 0.62% | 0.67% | 0.76% | Q4 2021 | Q3 2023 | 8 |
SAGE PRIVATE WEALTH GROUP, LLC | 8 | 8 | 0.22% | 0.31% | 0.52% | Q4 2020 | Q3 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.03% | 0.08% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Newbridge Financial Services Group, Inc. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.47% | 0.52% | 0.62% | Q4 2021 | Q3 2023 | 8 |
Alan B Lancz & Associates, Inc. | 8 | 8 | 0.43% | 0.54% | 0.66% | Q4 2021 | Q3 2023 | 8 |
UNITED STATES STEEL & CARNEGIE PENSION FUND | 8 | 8 | 0.53% | 1.36% | 1.68% | Q1 2014 | Q4 2015 | 8 |
Financial & Tax Architects, LLC | 4 | 1 | 0.07% | 0.12% | 0.21% | Q1 2021 | Q3 2023 | 8 |
South Shore Capital Advisors | 8 | 8 | 0.39% | 0.78% | 1.01% | Q4 2020 | Q3 2022 | 8 |
Guardian Wealth Management, Inc. | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Trust Co | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2017 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.08% | 0.11% | 0.12% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q1 2015 | 8 |
City State Bank | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Intelligent Financial Strategies | 8 | 8 | 0.43% | 0.76% | 1.10% | Q4 2021 | Q3 2023 | 8 |
IRONWOOD INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.20% | 0.26% | 0.33% | Q2 2017 | Q1 2019 | 8 |
Modera Wealth Management, LLC | 4 | 1 | 0.01% | 0.03% | 0.10% | Q4 2020 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Meixler Investment Management, Ltd. | 8 | 8 | 0.45% | 0.60% | 1.16% | Q4 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
CONNING INC. | 4 | 1 | 0.02% | 0.05% | 0.14% | Q2 2013 | Q4 2022 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Richwood Investment Advisors, LLC | 8 | 8 | 0.29% | 0.36% | 0.39% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q3 2022 | 8 |
Lombard Odier Transatlantic Ltd | 8 | 8 | 0.02% | 0.29% | 0.48% | Q4 2014 | Q3 2016 | 8 |
Mystic Asset Management, Inc. | 8 | 8 | 1.05% | 1.26% | 1.38% | Q4 2021 | Q3 2023 | 8 |
SUMMIT CAPITAL MANAGEMENT LLC | 8 | 8 | 0.83% | 2.01% | 2.50% | Q2 2014 | Q1 2016 | 8 |
EMERSON INVESTMENT MANAGEMENT, LLC | 8 | 8 | 0.33% | 0.36% | 0.38% | Q2 2014 | Q1 2016 | 8 |
RATIONAL ADVISORS LLC | 4 | 1 | 0.01% | 0.39% | 0.54% | Q3 2009 | Q4 2013 | 8 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 2 | 1 | 0.01% | 0.10% | 0.48% | Q2 2015 | Q4 2018 | 8 |
Curi Wealth Management, LLC | 7 | 1 | 0.03% | 0.04% | 0.10% | Q4 2020 | Q2 2023 | 8 |
Old North State Trust, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2023 | 8 |
VisionPoint Advisory Group, LLC | 3 | 2 | 0.00% | 0.10% | 0.21% | Q4 2018 | Q3 2023 | 8 |
Schrum Private Wealth Management LLC | 8 | 8 | 0.33% | 0.41% | 0.45% | Q4 2021 | Q3 2023 | 8 |
Alexandria Capital, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2017 | 8 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 8 | 8 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2015 | 8 |
Thomasville National Bank | 5 | 1 | 0.00% | 0.10% | 0.22% | Q1 2015 | Q4 2019 | 8 |
Pegasus Partners Ltd. | 8 | 8 | 0.05% | 0.12% | 0.20% | Q4 2019 | Q3 2021 | 8 |
Altman Advisors, Inc. | 6 | 2 | 0.33% | 0.36% | 0.41% | Q4 2017 | Q4 2019 | 8 |
VALLEY WEALTH MANAGERS, INC. | 7 | 1 | 0.00% | 0.03% | 0.06% | Q1 2019 | Q1 2023 | 8 |
ROCKEFELLER FINANCIAL SERVICES INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 8 |
WOLFF WIESE MAGANA LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q1 2023 | 8 |
NOMURA ASSET MANAGEMENT CO LTD | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
BEACH INVESTMENT COUNSEL INC/PA | 4 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q4 2017 | 8 |
WEST BANCORPORATION INC | 6 | 2 | 0.01% | 0.12% | 0.24% | Q2 2020 | Q1 2023 | 8 |
First Command Financial Services, Inc. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2023 | 7 |
MMBG INVESTMENT ADVISORS CO. | 7 | 7 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q2 2023 | 7 |
PRENTISS SMITH & CO INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2017 | 7 |
Andesa Financial Management Inc. | 2 | 1 | 0.08% | 0.10% | 0.13% | Q1 2019 | Q1 2023 | 7 |
PDS Planning, Inc | 4 | 3 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q3 2023 | 7 |
Manchester Capital Management LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 7 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 1 | 0.01% | 0.03% | 0.07% | Q3 2014 | Q2 2019 | 7 |
Catalyst Capital Advisors LLC | 7 | 7 | 0.07% | 0.14% | 0.28% | Q4 2015 | Q2 2017 | 7 |
InTrack Investment Management Inc | 3 | 1 | 0.18% | 0.27% | 0.34% | Q4 2020 | Q2 2023 | 7 |
Walleye Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 7 |
Peak Financial Management, Inc. | 7 | 7 | 0.22% | 0.24% | 0.26% | Q2 2018 | Q4 2019 | 7 |
CGOV Asset Management | 7 | 7 | 0.08% | 0.10% | 0.11% | Q3 2016 | Q1 2018 | 7 |
FIDUCIARY SERVICES CORP/GA | 7 | 7 | 0.11% | 0.32% | 0.42% | Q3 2013 | Q1 2015 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
CAMBIAR INVESTORS LLC | 7 | 7 | 0.74% | 1.00% | 1.31% | Q1 2022 | Q3 2023 | 7 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q3 2019 | 7 |
Sonora Investment Management Group, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q2 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Ervin Investment Management, LLC | 7 | 7 | 1.04% | 1.21% | 1.34% | Q4 2021 | Q2 2023 | 7 |
Oder Investment Management, LLC | 6 | 1 | 0.20% | 0.32% | 0.42% | Q4 2020 | Q4 2022 | 7 |
Chemistry Wealth Management LLC | 7 | 7 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
SHIKIAR ASSET MANAGEMENT INC | 7 | 7 | 0.10% | 0.17% | 0.23% | Q1 2016 | Q3 2017 | 7 |
Opal Wealth Advisors, LLC | 7 | 7 | 0.11% | 0.14% | 0.21% | Q4 2021 | Q2 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
LOWE BROCKENBROUGH & CO INC | 4 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2023 | 7 |
Bridgecreek Investment Management, LLC | 7 | 7 | 1.16% | 1.26% | 1.34% | Q2 2013 | Q4 2014 | 7 |
Apriem Advisors | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q1 2017 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.45% | 0.54% | 0.58% | Q2 2013 | Q4 2014 | 7 |
Hofer & Associates. Inc | 7 | 7 | 0.22% | 0.24% | 0.26% | Q4 2021 | Q2 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2020 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
WealthPlan Investment Management, LLC | 6 | 1 | 0.11% | 1.16% | 1.69% | Q1 2022 | Q4 2023 | 7 |
BANK OF HAWAII | 7 | 7 | 0.02% | 0.06% | 0.10% | Q3 2015 | Q1 2017 | 7 |
HighPoint Advisor Group LLC | 4 | 1 | 0.05% | 0.06% | 0.10% | Q2 2016 | Q2 2022 | 7 |
Greenfield Savings Bank | 7 | 7 | 0.14% | 0.18% | 0.19% | Q2 2022 | Q4 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2021 | 7 |
MANAGED ASSET PORTFOLIOS, LLC | 7 | 7 | 2.95% | 3.48% | 3.79% | Q4 2015 | Q2 2017 | 7 |
Concord Wealth Partners | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
CKW FINANCIAL GROUP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2015 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Reynders McVeigh Capital Management, LLC | 5 | 2 | 0.02% | 0.02% | 0.04% | Q4 2018 | Q4 2022 | 7 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 4 | 1 | 0.02% | 0.05% | 0.08% | Q3 2013 | Q1 2022 | 7 |
HighVista Strategies LLC | 6 | 1 | 0.30% | 0.69% | 0.94% | Q2 2014 | Q2 2016 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.02% | 0.07% | 0.10% | Q2 2013 | Q4 2014 | 7 |
Horrell Capital Management, Inc. | 5 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 7 |
Sullivan, Bruyette, Speros & Blaney, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 7 |
Blue Barn Wealth, LLC | 5 | 2 | 0.15% | 0.16% | 0.18% | Q3 2021 | Q2 2023 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2021 | 7 |
Private Wealth Advisors, Inc. | 7 | 7 | 0.52% | 0.63% | 0.74% | Q4 2013 | Q2 2015 | 7 |
ZEKE CAPITAL ADVISORS, LLC | 7 | 7 | 0.06% | 0.12% | 0.25% | Q2 2018 | Q4 2019 | 7 |
MEYER HANDELMAN CO | 5 | 2 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q2 2023 | 7 |
CenterStar Asset Management, LLC | 3 | 3 | 0.00% | 0.05% | 0.08% | Q4 2020 | Q2 2021 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.19% | 0.25% | 0.27% | Q1 2022 | Q3 2023 | 7 |
Resonant Capital Advisors, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Moreno Evelyn V | 7 | 7 | 0.13% | 0.22% | 0.43% | Q1 2022 | Q3 2023 | 7 |
WoodTrust Financial Corp | 7 | 7 | 0.04% | 0.06% | 0.06% | Q4 2021 | Q2 2023 | 7 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 4 | 3 | 0.06% | 0.09% | 0.13% | Q1 2019 | Q2 2022 | 7 |
New England Research & Management, Inc. | 4 | 3 | 0.45% | 0.60% | 0.83% | Q4 2013 | Q2 2016 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.15% | 0.16% | 0.17% | Q2 2013 | Q4 2014 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 7 |
MJP ASSOCIATES INC /ADV | 5 | 2 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 7 |
HHG & Company, LLC | 7 | 7 | 0.27% | 0.42% | 0.51% | Q2 2013 | Q4 2014 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Ruane, Cunniff & Goldfarb | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q2 2015 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.60% | 0.66% | 0.74% | Q4 2016 | Q2 2018 | 7 |
Baskin Financial Services Inc. | 7 | 7 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q3 2022 | 7 |
THORNBURG INVESTMENT MANAGEMENT INC | 6 | 1 | 0.00% | 0.22% | 0.32% | Q1 2016 | Q3 2023 | 7 |
Savior LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2021 | 7 |
CAMG Solamere Management, LLC | 7 | 7 | 0.12% | 0.17% | 0.20% | Q4 2016 | Q2 2018 | 7 |
First Command Bank | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.19% | 0.26% | 0.29% | Q1 2022 | Q3 2023 | 7 |
Dakota Wealth Management | 7 | 7 | 0.22% | 0.36% | 0.46% | Q1 2022 | Q3 2023 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q1 2021 | 7 |
HBK INVESTMENTS L P | 3 | 2 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2016 | 7 |
Integrated Wealth Management | 7 | 7 | 0.03% | 0.06% | 0.07% | Q1 2015 | Q3 2016 | 7 |
West Family Investments, Inc. | 6 | 1 | 0.07% | 0.11% | 0.14% | Q2 2021 | Q3 2023 | 7 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 7 | 7 | 0.25% | 0.27% | 0.29% | Q2 2013 | Q4 2014 | 7 |
FIRST COMMUNITY TRUST NA | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 7 |
SkyView Investment Advisors, LLC | 7 | 7 | 0.08% | 0.17% | 0.24% | Q4 2020 | Q2 2022 | 7 |
PORTLAND INVESTMENT COUNSEL INC. | 6 | 6 | 0.19% | 0.37% | 0.52% | Q4 2014 | Q1 2016 | 6 |
Ironwood Financial, llc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Dominick & Dominick LLC | 6 | 6 | 0.30% | 0.47% | 0.82% | Q3 2013 | Q4 2014 | 6 |
Yorktown Management & Research Co Inc | 5 | 1 | 0.04% | 0.07% | 0.11% | Q2 2015 | Q2 2017 | 6 |
EDGE ASSET MANAGEMENT, INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2017 | 6 |
Lone Pine Capital | 4 | 4 | 0.00% | 0.89% | 1.53% | Q2 2015 | Q1 2016 | 6 |
DENVER INVESTMENT ADVISORS LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Princeton Alpha Management LP | 2 | 1 | 0.05% | 0.12% | 0.27% | Q4 2013 | Q3 2016 | 6 |
COUNTRY CLUB BANK /GFN | 6 | 6 | 0.71% | 0.81% | 0.89% | Q2 2022 | Q3 2023 | 6 |
Hilton Capital Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.07% | 0.16% | 0.40% | Q1 2020 | Q3 2023 | 6 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 3 | 3 | 0.04% | 0.05% | 0.07% | Q3 2016 | Q1 2018 | 6 |
Heartwood Wealth Advisors LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
ICICI Prudential Asset Management Co Ltd | 6 | 6 | 0.14% | 0.30% | 0.56% | Q4 2020 | Q1 2022 | 6 |
Advisors Capital Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.47% | 0.52% | 0.58% | Q2 2013 | Q3 2014 | 6 |
Fortress Investment Group LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Patriot Wealth Management, Inc. | 6 | 6 | 1.36% | 1.58% | 1.72% | Q2 2013 | Q3 2014 | 6 |
BECK CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.11% | 0.21% | 0.27% | Q4 2013 | Q2 2015 | 6 |
Tillar-Wenstrup Advisors, LLC | 6 | 6 | 1.46% | 1.82% | 2.03% | Q3 2015 | Q4 2016 | 6 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Bayesian Capital Management, LP | 2 | 1 | 0.03% | 0.19% | 0.37% | Q3 2016 | Q3 2023 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 6 |
MONECO Advisors, LLC | 6 | 6 | 0.06% | 0.08% | 0.09% | Q2 2022 | Q3 2023 | 6 |
EULAV Asset Management | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.16% | 0.36% | 0.56% | Q2 2022 | Q3 2023 | 6 |
Fosun International Ltd | 6 | 6 | 0.24% | 0.40% | 0.59% | Q3 2021 | Q4 2022 | 6 |
Cornerstone Capital, Inc. | 6 | 6 | 0.09% | 0.10% | 0.13% | Q2 2013 | Q3 2014 | 6 |
Haverford Financial Services, Inc. | 6 | 6 | 0.14% | 0.22% | 0.32% | Q1 2020 | Q2 2021 | 6 |
American Financial Network Advisory Services LLC | 4 | 2 | 0.11% | 0.14% | 0.16% | Q3 2017 | Q1 2019 | 6 |
Naviter Wealth, LLC | 6 | 6 | 0.30% | 0.38% | 0.46% | Q2 2022 | Q3 2023 | 6 |
Axiom Investment Management LLC | 3 | 1 | 0.06% | 0.13% | 0.22% | Q4 2018 | Q3 2022 | 6 |
Destination Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q3 2014 | 6 |
Vectors Research Management, LLC | 6 | 6 | 0.01% | 0.04% | 0.05% | Q4 2020 | Q1 2022 | 6 |
PDT Partners, LLC | 4 | 1 | 0.03% | 0.11% | 0.28% | Q2 2013 | Q3 2023 | 6 |
IEQ CAPITAL, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 6 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 6 | 6 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Veritas Investment Management (UK) Ltd | 6 | 6 | 0.15% | 0.48% | 0.66% | Q1 2013 | Q2 2014 | 6 |
BlackRock Fund Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
CI INVESTMENTS INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 6 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 5 | 1 | 0.02% | 1.15% | 1.65% | Q2 2013 | Q3 2019 | 6 |
Baker Avenue Asset Management, LP | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
DELPHI MANAGEMENT INC /MA/ | 6 | 6 | 0.33% | 1.03% | 1.33% | Q1 2013 | Q2 2014 | 6 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.04% | 0.05% | 0.07% | Q2 2015 | Q3 2016 | 6 |
Capital Directions Investment Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2022 | 6 |
Dana Investment Advisors, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Visium Asset Management, LP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 6 |
SEI TRUST CO | 6 | 6 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q3 2014 | 6 |
Five Oceans Advisors | 4 | 2 | 0.13% | 0.16% | 0.20% | Q1 2022 | Q3 2023 | 6 |
HC FINANCIAL ADVISORS INC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q2 2021 | 6 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 3 | 1 | 0.17% | 0.37% | 0.60% | Q3 2019 | Q3 2023 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2022 | 6 |
TRIANGLE PEAK PARTNERS, LP | 4 | 2 | 0.29% | 0.32% | 0.35% | Q4 2013 | Q2 2015 | 6 |
SS&H Financial Advisors, Inc. | 5 | 1 | 0.43% | 0.60% | 0.66% | Q1 2022 | Q3 2023 | 6 |
Round Table Services, LLC | 6 | 6 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q3 2022 | 6 |
Aquatic Capital Management LLC | 4 | 1 | 0.04% | 0.09% | 0.12% | Q4 2021 | Q3 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q3 2014 | 6 |
Ako Capital | 6 | 6 | 1.52% | 3.12% | 4.16% | Q1 2021 | Q2 2022 | 6 |
Kerrisdale Advisers, LLC | 3 | 3 | 0.78% | 1.55% | 2.30% | Q4 2014 | Q3 2023 | 6 |
Legacy Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q2 2019 | 6 |
Cranbrook Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
ADVOCATE GROUP LLC | 6 | 6 | 0.08% | 0.09% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Oxler Private Wealth LLC | 5 | 1 | 0.09% | 0.09% | 0.10% | Q4 2020 | Q3 2022 | 6 |
Sabal Trust CO | 6 | 6 | 1.53% | 1.68% | 1.85% | Q2 2018 | Q3 2019 | 6 |
Onex Canada Asset Management Inc. | 5 | 1 | 0.54% | 0.82% | 1.26% | Q3 2016 | Q4 2021 | 6 |
Wealth Quarterback LLC | 4 | 2 | 0.02% | 0.24% | 0.48% | Q4 2019 | Q3 2021 | 6 |
Procyon Advisors, LLC | 3 | 3 | 0.04% | 0.10% | 0.18% | Q4 2019 | Q3 2023 | 6 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.02% | 0.37% | 0.96% | Q2 2017 | Q4 2017 | 6 |
Close Asset Management Ltd | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 6 |
Ashfield Capital Partners, LLC | 6 | 6 | 0.01% | 1.06% | 1.48% | Q2 2013 | Q3 2014 | 6 |
Foyston, Gordon, & Payne Inc | 6 | 6 | 0.26% | 0.29% | 0.32% | Q1 2020 | Q2 2021 | 6 |
Capital Group Private Client Services, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
PECAUT & CO. | 6 | 6 | 1.28% | 2.54% | 3.24% | Q2 2015 | Q3 2016 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
COOKSON PEIRCE & CO INC | 6 | 6 | 0.08% | 0.28% | 0.60% | Q2 2021 | Q3 2022 | 6 |
HERNDON CAPITAL MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
ALBERT D MASON INC | 5 | 1 | 0.15% | 0.16% | 0.19% | Q1 2022 | Q4 2023 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.09% | 0.22% | Q4 2019 | Q3 2023 | 6 |
Banyan Partners, LLC | 6 | 6 | 0.06% | 0.35% | 0.48% | Q2 2013 | Q3 2014 | 6 |
HHM Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Parcion Private Wealth LLC | 6 | 6 | 0.03% | 0.46% | 0.60% | Q4 2019 | Q1 2021 | 6 |
MASON STREET ADVISORS, LLC | 6 | 6 | 0.03% | 0.04% | 0.06% | Q3 2013 | Q4 2014 | 6 |
CATAWBA CAPITAL MANAGEMENT /VA | 6 | 6 | 0.11% | 0.14% | 0.16% | Q1 2017 | Q2 2018 | 6 |
McAdams Wright Ragen, Inc. | 6 | 6 | 0.15% | 0.23% | 0.36% | Q2 2013 | Q3 2014 | 6 |
Lombard Odier Asset Management (USA) Corp | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q1 2019 | 6 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2021 | 5 |
Roble, Belko & Company, Inc | 4 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2022 | 5 |
Schubert & Co | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q1 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q4 2022 | 5 |
Harrison & Co Wealth Management, LLC | 5 | 5 | 0.85% | 0.90% | 0.98% | Q4 2021 | Q4 2022 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.08% | 0.09% | 0.11% | Q4 2021 | Q4 2022 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q4 2023 | 5 |
ICON ADVISERS INC/CO | 3 | 1 | 0.02% | 0.04% | 0.07% | Q3 2013 | Q4 2019 | 5 |
WILLNER & HELLER, LLC | 5 | 5 | 0.48% | 0.50% | 0.52% | Q4 2021 | Q4 2022 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.36% | 0.43% | 0.49% | Q3 2022 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.06% | 0.10% | 0.14% | Q3 2022 | Q3 2023 | 5 |
Global Financial Private Capital, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
Clearstead Trust, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
PHYSICIANS FINANCIAL SERVICES, INC. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q4 2016 | 5 |
MPS Loria Financial Planners, LLC | 4 | 1 | 0.04% | 0.05% | 0.06% | Q2 2017 | Q1 2021 | 5 |
ROBERTS GLORE & CO INC /IL/ | 5 | 5 | 0.06% | 0.07% | 0.07% | Q1 2021 | Q1 2022 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2014 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.24% | 0.25% | 0.28% | Q4 2020 | Q4 2021 | 5 |
MD Financial Management Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Bridgefront Capital, LLC | 2 | 1 | 0.18% | 0.24% | 0.31% | Q4 2020 | Q3 2023 | 5 |
Penserra Capital Management LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
GODSEY & GIBB, INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Vontobel Holding Ltd. | 5 | 5 | 0.00% | 0.06% | 0.15% | Q4 2020 | Q4 2021 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 5 |
Murphy, Middleton, Hinkle & Parker, Inc. | 2 | 1 | 0.11% | 0.14% | 0.16% | Q4 2018 | Q1 2022 | 5 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 5 | 5 | 0.66% | 0.77% | 0.89% | Q3 2015 | Q3 2016 | 5 |
Orbis Allan Gray Ltd | 4 | 1 | 0.09% | 0.81% | 1.29% | Q3 2020 | Q1 2022 | 5 |
ExodusPoint Capital Management, LP | 2 | 1 | 0.00% | 0.02% | 0.07% | Q1 2019 | Q2 2023 | 5 |
Circle Road Advisors LP | 4 | 1 | 2.88% | 4.86% | 6.46% | Q4 2017 | Q1 2019 | 5 |
FNY Investment Advisers, LLC | 3 | 1 | 0.04% | 0.35% | 0.99% | Q3 2018 | Q3 2021 | 5 |
Zurich Insurance Group Ltd/FI | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2019 | 5 |
DF DENT & CO INC | 5 | 5 | 0.01% | 0.04% | 0.04% | Q4 2017 | Q4 2018 | 5 |
TCW GROUP INC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2016 | 5 |
Canton Hathaway, LLC | 4 | 1 | 0.02% | 0.02% | 0.04% | Q1 2019 | Q3 2020 | 5 |
AVIVA PLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2014 | 5 |
Harfst & Associates, Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2017 | 5 |
Main Street Financial Solutions, LLC | 5 | 5 | 0.09% | 0.11% | 0.12% | Q3 2022 | Q3 2023 | 5 |
JACKSON PARK CAPITAL, LLC | 3 | 2 | 2.09% | 2.41% | 2.84% | Q4 2014 | Q3 2016 | 5 |
Salomon & Ludwin, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 5 |
OKABENA INVESTMENT SERVICES INC | 5 | 5 | 0.03% | 0.07% | 0.09% | Q4 2021 | Q4 2022 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q2 2014 | 5 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 1 | 0.01% | 0.02% | 0.06% | Q1 2014 | Q3 2023 | 5 |
D L CARLSON INVESTMENT GROUP INC | 5 | 5 | 0.08% | 0.13% | 0.17% | Q2 2013 | Q2 2014 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q2 2014 | 5 |
Bluefin Trading, LLC | 4 | 1 | 0.02% | 0.04% | 0.07% | Q2 2016 | Q3 2017 | 5 |
CapWealth Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 5 |
Van Leeuwen & Company, LLC | 5 | 5 | 0.99% | 1.13% | 1.29% | Q3 2018 | Q3 2019 | 5 |
Bray Capital Advisors | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2019 | 5 |
BNP Paribas Asset Management Holding S.A. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 5 |
MAPLE SECURITIES USA INC | 3 | 2 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q4 2014 | 5 |
TRADITION ASSET MANAGEMENT LLC | 5 | 5 | 0.66% | 0.84% | 1.16% | Q2 2019 | Q2 2020 | 5 |
tru Independence LLC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q4 2020 | 5 |
Long Wharf Investors, Inc. | 5 | 5 | 0.41% | 0.43% | 0.45% | Q2 2013 | Q2 2014 | 5 |
LUCAS CAPITAL MANAGEMENT | 4 | 1 | 0.07% | 0.18% | 0.22% | Q2 2014 | Q2 2018 | 5 |
Cadence Bank | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Laird Norton Wetherby Trust Company, LLC | 5 | 5 | 0.14% | 0.16% | 0.17% | Q4 2020 | Q4 2021 | 5 |
VALLEY NATIONAL BANCORP | 5 | 5 | 1.15% | 1.26% | 1.37% | Q4 2013 | Q4 2014 | 5 |
QUEST INVESTMENT MANAGEMENT LLC | 4 | 1 | 0.99% | 1.43% | 1.80% | Q2 2013 | Q3 2016 | 5 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 5 | 5 | 0.10% | 0.14% | 0.18% | Q2 2013 | Q2 2014 | 5 |
Karp Capital Management Corp | 4 | 1 | 0.02% | 0.05% | 0.11% | Q4 2014 | Q1 2017 | 5 |
Minot Wealth Management LLC | 3 | 2 | 0.06% | 0.23% | 0.47% | Q4 2019 | Q1 2021 | 5 |
Mayfair Advisory Group, LLC | 5 | 5 | 0.36% | 0.70% | 0.98% | Q1 2020 | Q1 2021 | 5 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2022 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.07% | 0.12% | 0.18% | Q3 2015 | Q3 2016 | 5 |
Jane Street Holding, LLC | 3 | 3 | 0.02% | 0.09% | 0.15% | Q2 2013 | Q4 2013 | 5 |
NorthCoast Asset Management LLC | 2 | 1 | 0.01% | 0.06% | 0.12% | Q3 2016 | Q3 2021 | 5 |
Convergence Investment Partners, LLC | 4 | 1 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q1 2018 | 5 |
Standard Family Office LLC | 2 | 1 | 0.01% | 0.10% | 0.28% | Q4 2020 | Q3 2022 | 5 |
CIDEL ASSET MANAGEMENT INC | 5 | 5 | 0.06% | 0.08% | 0.09% | Q1 2015 | Q1 2016 | 5 |
Engineers Gate Manager LP | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 5 |
PFS INVESTMENTS INC. | 5 | 5 | 0.02% | 0.08% | 0.16% | Q2 2022 | Q2 2023 | 5 |
HANSBERGER GLOBAL INVESTORS INC/FL | 5 | 5 | 0.28% | 0.33% | 0.37% | Q2 2013 | Q2 2014 | 5 |
INVESTMENT CENTERS OF AMERICA INC | 3 | 1 | 0.02% | 0.04% | 0.06% | Q1 2016 | Q3 2017 | 5 |
Harel Insurance Investments & Financial Services Ltd. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 5 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 3 | 2 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q2 2022 | 5 |
Annapolis Financial Services, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Lombard Odier & Cie (Canada), Limited Partnership | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q1 2015 | 5 |
Moon Capital Management, LLC | 3 | 2 | 0.22% | 0.73% | 2.69% | Q4 2017 | Q3 2019 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.44% | 0.47% | 0.49% | Q1 2015 | Q1 2016 | 5 |
Coppell Advisory Solutions LLC | 4 | 1 | 0.17% | 0.24% | 0.26% | Q4 2020 | Q3 2023 | 5 |
Laurion Capital Management LP | 2 | 1 | 0.01% | 0.03% | 0.07% | Q2 2015 | Q2 2019 | 5 |
WISCONSIN CAPITAL MANAGEMENT LLC | 5 | 5 | 1.02% | 1.33% | 1.48% | Q4 2013 | Q4 2014 | 5 |
Mayflower Financial Advisors, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Connectus Wealth, LLC | 3 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 5 |
KB FINANCIAL PARTNERS, LLC | 5 | 5 | 0.12% | 0.13% | 0.15% | Q1 2021 | Q1 2022 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q4 2022 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.23% | 0.31% | 0.36% | Q4 2022 | Q4 2023 | 5 |
CAPITAL INTERNATIONAL LTD /CA/ | 4 | 4 | 0.07% | 0.08% | 0.09% | Q2 2015 | Q1 2016 | 4 |
IMA Wealth, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Avitas Wealth Management LLC | 4 | 4 | 0.40% | 0.42% | 0.44% | Q2 2022 | Q1 2023 | 4 |
Calamos Wealth Management LLC | 4 | 4 | 0.46% | 0.53% | 0.57% | Q2 2013 | Q1 2014 | 4 |
JACKSON SQUARE CAPITAL, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2017 | Q3 2018 | 4 |
PYA Waltman Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
ATTICUS WEALTH MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 4 |
ROOSEVELT INVESTMENT GROUP LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 4 |
SpiderRock Advisors, LLC | 2 | 2 | 0.00% | 0.05% | 0.09% | Q1 2017 | Q2 2017 | 4 |
BURKE & HERBERT BANK & TRUST CO | 4 | 4 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q1 2022 | 4 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 4 | 4 | 1.06% | 1.24% | 1.43% | Q4 2022 | Q3 2023 | 4 |
Adero Partners, LLC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q1 2022 | 4 |
Bellwether Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.23% | 0.33% | 0.38% | Q4 2022 | Q3 2023 | 4 |
TUDOR INVESTMENT CORP ET AL | 3 | 1 | 0.01% | 0.03% | 0.10% | Q2 2016 | Q2 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.03% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
KENNEDY INVESTMENT GROUP | 4 | 4 | 1.50% | 1.69% | 1.79% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Blueshift Asset Management, LLC | 3 | 1 | 0.03% | 0.09% | 0.15% | Q4 2018 | Q3 2021 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CADENCE BANK NA | 2 | 2 | 0.06% | 0.10% | 0.14% | Q2 2014 | Q1 2022 | 4 |
Tevis Investment Management | 4 | 4 | 0.16% | 0.17% | 0.18% | Q4 2021 | Q3 2022 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Amplius Wealth Advisors, LLC | 4 | 4 | 0.05% | 0.08% | 0.09% | Q4 2021 | Q3 2022 | 4 |
TITLEIST CAPITAL, LLC | 3 | 1 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q4 2022 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
PATTON ALBERTSON MILLER GROUP, LLC | 3 | 1 | 0.03% | 0.06% | 0.08% | Q2 2019 | Q4 2021 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
APG Asset Management N.V. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q4 2022 | 4 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 4 | 4 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Quadrant Private Wealth Management, LLC | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
ASPIRIANT, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 4 |
Ten Capital Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 4 |
Atlas Wealth Partners, LLC | 4 | 4 | 0.97% | 1.77% | 2.48% | Q4 2022 | Q3 2023 | 4 |
EMORY UNIVERSITY | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2013 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
BAILARD, INC. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.05% | 0.08% | 0.10% | Q1 2021 | Q2 2022 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.01% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Quadrant Capital Management, LLC | 4 | 4 | 1.26% | 1.39% | 1.50% | Q2 2014 | Q1 2015 | 4 |
CPWM, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q4 2019 | 4 |
Polaris Wealth Advisory Group, LLC | 4 | 4 | 0.21% | 0.27% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Marshall Financial Group LLC | 4 | 4 | 0.22% | 0.32% | 0.43% | Q4 2021 | Q3 2022 | 4 |
WIN ADVISORS, INC | 4 | 4 | 0.01% | 0.02% | 0.05% | Q1 2022 | Q4 2022 | 4 |
Miracle Mile Advisors, LLC | 3 | 1 | 0.08% | 0.12% | 0.21% | Q1 2018 | Q2 2020 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
GlobalBridge, Inc. | 4 | 4 | 0.16% | 0.18% | 0.20% | Q2 2013 | Q1 2014 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.15% | 0.16% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Calamos Advisors LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 4 |
BANCORPSOUTH INC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q1 2014 | 4 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 4 | 4 | 0.46% | 0.53% | 0.58% | Q2 2013 | Q1 2014 | 4 |
Royal Capital Wealth Management, LLC | 4 | 4 | 0.73% | 0.77% | 0.82% | Q4 2021 | Q3 2022 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
SMITH, MOORE & CO. | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q1 2022 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q1 2023 | 4 |
Templeton & Phillips Capital Management, LLC | 4 | 4 | 2.36% | 2.72% | 2.88% | Q4 2022 | Q3 2023 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
AXXCESS WEALTH MANAGEMENT, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 4 |
Tanager Wealth Management LLP | 4 | 4 | 1.02% | 1.33% | 1.65% | Q4 2022 | Q3 2023 | 4 |
NORTHWEST WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2018 | 4 |
OneAscent Wealth Management LLC | 2 | 2 | 0.20% | 0.45% | 0.98% | Q4 2020 | Q4 2021 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.13% | 0.18% | 0.22% | Q4 2022 | Q3 2023 | 4 |
LORD, ABBETT & CO. LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q1 2015 | 4 |
ABSHER WEALTH MANAGEMENT, LLC | 4 | 4 | 0.04% | 0.32% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Burleson & Company, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
IAMS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.58% | 0.65% | 0.73% | Q4 2022 | Q3 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.65% | 0.84% | 1.04% | Q4 2022 | Q3 2023 | 4 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.25% | 1.24% | 2.53% | Q3 2014 | Q2 2017 | 4 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q2 2023 | 4 |
Enhancing Capital LLC | 4 | 4 | 0.28% | 0.29% | 0.32% | Q4 2021 | Q3 2022 | 4 |
Sheaff Brock Investment Advisors, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q1 2022 | 4 |
H. L. Ormond & Company, LLC | 4 | 4 | 2.32% | 2.48% | 2.64% | Q4 2021 | Q3 2022 | 4 |
Nordwand Advisors, LLC | 4 | 4 | 0.00% | 0.03% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Avidian Wealth Solutions, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 4 |
Forza Wealth Management, LLC | 4 | 4 | 0.19% | 0.22% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Slocum, Gordon & Co LLP | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
DG CAPITAL MANAGEMENT INC | 4 | 4 | 0.82% | 1.26% | 1.65% | Q2 2013 | Q1 2014 | 4 |
D. SCOTT NEAL, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
Nebula Capital Management, LP | 4 | 4 | 2.40% | 2.89% | 3.55% | Q2 2013 | Q1 2014 | 4 |
Evolution Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2020 | 4 |
Johnson Midwest Financial, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SlateStone Wealth, LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q1 2022 | 4 |
ORRSTOWN FINANCIAL SERVICES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
Quantinno Capital Management LP | 4 | 4 | 0.02% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Northwest Bancshares, Inc. | 4 | 4 | 0.69% | 0.80% | 0.87% | Q4 2022 | Q3 2023 | 4 |
Shorepoint Capital Partners LLC | 4 | 4 | 0.20% | 0.28% | 0.38% | Q4 2022 | Q3 2023 | 4 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 4 | 4 | 0.06% | 0.14% | 0.22% | Q2 2016 | Q1 2017 | 4 |
MQS Management LLC | 3 | 1 | 0.16% | 0.39% | 0.62% | Q2 2022 | Q2 2023 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.05% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
FIRST HAWAIIAN BANK | 3 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2019 | 4 |
TRILLIUM ASSET MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2020 | 4 |
Galibier Capital Management Ltd. | 4 | 4 | 0.03% | 0.20% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Shilanski & Associates, Inc. | 3 | 1 | 0.10% | 0.10% | 0.11% | Q4 2021 | Q4 2022 | 4 |
ROCKLAND TRUST CO | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2022 | 4 |
GIRARD PARTNERS LTD. | 3 | 1 | 0.02% | 0.05% | 0.06% | Q3 2017 | Q3 2018 | 4 |
True North Advisors, LLC | 4 | 4 | 0.26% | 0.30% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Mork Capital Management, LLC | 4 | 4 | 0.55% | 0.75% | 0.86% | Q4 2014 | Q3 2015 | 4 |
RENAISSANCE GROUP LLC | 2 | 2 | 0.01% | 0.26% | 0.51% | Q2 2013 | Q2 2014 | 4 |
MONETARY MANAGEMENT GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2017 | 4 |
PLANNING DIRECTIONS INC | 3 | 1 | 0.13% | 0.23% | 0.28% | Q4 2018 | Q4 2021 | 4 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2016 | 4 |
Personal Wealth Partners | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 4 |
VESTOR CAPITAL, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 4 | 4 | 0.32% | 0.35% | 0.36% | Q4 2014 | Q3 2015 | 4 |
Financial Enhancement Group LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2020 | 4 |
Braver Wealth Management, LLC | 4 | 4 | 0.05% | 0.14% | 0.39% | Q1 2016 | Q4 2016 | 4 |
First Eagle Investment Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 4 | 4 | 1.85% | 2.14% | 2.29% | Q4 2022 | Q3 2023 | 4 |
Community Financial Services Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q4 2020 | 4 |
Tarbox Family Office, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
AMS Capital Ltda | 4 | 4 | 4.39% | 6.65% | 9.38% | Q1 2022 | Q4 2022 | 4 |
KHP Capital, LLC | 4 | 4 | 0.21% | 0.24% | 0.29% | Q4 2017 | Q3 2018 | 4 |
Tuscan Ridge Asset Management LLC | 2 | 2 | 0.00% | 0.17% | 0.36% | Q1 2019 | Q2 2019 | 4 |
Cedar Brook Financial Partners, LLC | 4 | 4 | 0.08% | 0.09% | 0.09% | Q2 2020 | Q1 2021 | 4 |
Vident Investment Advisory, LLC | 2 | 2 | 0.01% | 0.03% | 0.04% | Q2 2022 | Q2 2023 | 4 |
BW Gestao de Investimentos Ltda. | 4 | 4 | 1.62% | 2.46% | 3.25% | Q4 2017 | Q3 2018 | 4 |
Merriman Wealth Management, LLC | 4 | 4 | 0.43% | 0.71% | 0.96% | Q2 2016 | Q1 2017 | 4 |
RPG Investment Advisory, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q2 2018 | 4 |
SCHOLTZ & COMPANY, LLC | 4 | 4 | 0.91% | 1.61% | 2.18% | Q1 2014 | Q4 2014 | 4 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2022 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
ACG Wealth | 2 | 1 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q2 2019 | 4 |
COLDSTREAM CAPITAL MANAGEMENT INC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 4 |
Ergoteles LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 4 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.08% | 0.29% | 0.59% | Q1 2019 | Q3 2023 | 4 |
B. Riley Wealth Management, Inc. | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q2 2022 | 4 |
Capstone Financial Group, Inc. | 4 | 4 | 1.02% | 1.26% | 1.75% | Q4 2019 | Q3 2020 | 4 |
Csenge Advisory Group | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2022 | 4 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.69% | 0.85% | 1.00% | Q4 2022 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q2 2021 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.12% | 0.13% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Breakwater Capital Group | 4 | 4 | 0.08% | 0.13% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Geneva Partners, LLC | 4 | 4 | 0.27% | 0.51% | 0.96% | Q1 2018 | Q4 2018 | 4 |
Paloma Partners Management Co | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q4 2020 | 4 |
Pathway Financial Advisors LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q2 2018 | 3 |
Claret Asset Management Corp | 2 | 1 | 0.04% | 0.06% | 0.08% | Q4 2017 | Q1 2019 | 3 |
Janney Capital Management LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 3 |
Pinnacle West Asset Management, Inc. | 3 | 3 | 0.33% | 0.36% | 0.40% | Q1 2023 | Q3 2023 | 3 |
Foresight Global Investors, Inc. | 3 | 3 | 8.06% | 10.36% | 14.42% | Q1 2023 | Q3 2023 | 3 |
Foster Victor Wealth Advisors, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q2 2023 | 3 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 3 | 3 | 0.50% | 0.56% | 0.63% | Q1 2023 | Q3 2023 | 3 |
Wills Financial Group, Inc. | 3 | 3 | 0.40% | 0.52% | 0.61% | Q1 2023 | Q3 2023 | 3 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.07% | 0.20% | Q1 2018 | Q2 2023 | 3 |
Stiles Financial Services Inc | 3 | 3 | 0.11% | 0.12% | 0.12% | Q4 2022 | Q2 2023 | 3 |
Merit Investment Management, LLC | 3 | 3 | 0.78% | 1.00% | 1.33% | Q2 2013 | Q4 2013 | 3 |
Sageworth Trust Co of South Dakota | 3 | 3 | 0.01% | 0.04% | 0.06% | Q4 2021 | Q2 2022 | 3 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.07% | 0.12% | 0.21% | Q2 2021 | Q2 2023 | 3 |
KMG FIDUCIARY PARTNERS, LLC | 3 | 3 | 0.13% | 0.16% | 0.18% | Q1 2023 | Q3 2023 | 3 |
GUARDIAN CAPITAL LP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2017 | 3 |
Joseph P. Lucia & Associates, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
MARIETTA INVESTMENT PARTNERS LLC | 3 | 3 | 1.75% | 1.80% | 1.88% | Q2 2013 | Q4 2013 | 3 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2016 | 3 |
BANCED CORP | 2 | 1 | 0.26% | 0.28% | 0.31% | Q1 2014 | Q4 2014 | 3 |
Buck Wealth Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FIRST NEW YORK SECURITIES LLC /NY | 2 | 1 | 0.05% | 0.24% | 0.58% | Q3 2014 | Q3 2015 | 3 |
Resource Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
MayTech Global Investments, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2012 | Q2 2013 | 3 |
Autus Asset Management, LLC | 3 | 3 | 0.09% | 0.10% | 0.12% | Q2 2013 | Q4 2013 | 3 |
Roof Eidam Maycock Peralta, LLC | 3 | 3 | 0.66% | 0.73% | 0.78% | Q4 2016 | Q2 2017 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
EMINENCE CAPITAL, LP | 3 | 3 | 0.63% | 0.72% | 0.78% | Q2 2015 | Q4 2015 | 3 |
BHF Kleinwort Benson Group S.A. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q3 2014 | 3 |
TBH Global Asset Management, LLC | 3 | 3 | 0.74% | 0.82% | 0.93% | Q4 2019 | Q2 2020 | 3 |
New England Private Wealth Advisors LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q3 2019 | 3 |
Imprint Wealth LLC | 3 | 3 | 0.32% | 0.35% | 0.37% | Q1 2023 | Q3 2023 | 3 |
Lebenthal Asset Management, LLC | 3 | 3 | 0.11% | 0.14% | 0.19% | Q3 2016 | Q1 2017 | 3 |
Avion Wealth | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Fiduciary Planning LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.01% | 0.06% | 0.10% | Q4 2015 | Q2 2018 | 3 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.04% | 0.13% | 0.26% | Q3 2016 | Q1 2019 | 3 |
Blueprint Investment Partners LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q4 2022 | 3 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 3 | 3 | 1.66% | 1.75% | 1.82% | Q4 2014 | Q2 2015 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 3 |
WRIGHT INVESTORS SERVICE INC | 2 | 1 | 0.11% | 0.26% | 0.51% | Q4 2013 | Q2 2017 | 3 |
Avalon Trust Co | 3 | 3 | 0.01% | 1.22% | 1.88% | Q1 2023 | Q3 2023 | 3 |
Capricorn Fund Managers Ltd | 3 | 3 | 0.23% | 0.47% | 0.73% | Q4 2021 | Q2 2022 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2018 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Tower View Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Wagner Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Hoxton Financial, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
SENTRY INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.02% | 0.09% | 0.17% | Q3 2022 | Q2 2023 | 3 |
STERNE AGEE GROUP, INC. | 2 | 1 | 0.18% | 0.23% | 0.30% | Q2 2013 | Q1 2015 | 3 |
Cornerstone Wealth Management, LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q1 2019 | 3 |
MRP Capital Investments, LLC | 3 | 3 | 0.04% | 0.06% | 0.08% | Q4 2022 | Q2 2023 | 3 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2016 | 3 |
ALTFEST L J & CO INC | 2 | 1 | 0.04% | 0.32% | 0.52% | Q2 2020 | Q4 2021 | 3 |
Paragon Capital Management LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q1 2020 | 3 |
Hutner Daniel Ellsworth | 3 | 3 | 2.69% | 2.76% | 2.86% | Q4 2015 | Q2 2016 | 3 |
GREAT LAKES ADVISORS, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
MONTAGE INVESTMENTS, LLC | 3 | 3 | 0.44% | 0.46% | 0.49% | Q4 2015 | Q2 2016 | 3 |
PALLADIEM, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q2 2015 | 3 |
VOYA INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Empire Financial Management Company, LLC | 3 | 3 | 0.36% | 0.39% | 0.41% | Q1 2023 | Q3 2023 | 3 |
McAdam, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Berkshire Hathaway | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Capital Advisory Group Advisory Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q3 2018 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Advisors Preferred, LLC | 2 | 1 | 0.02% | 0.06% | 0.08% | Q1 2017 | Q2 2019 | 3 |
MOSELEY INVESTMENT MANAGEMENT INC | 2 | 1 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q2 2023 | 3 |
Elite Wealth Management, Inc. | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q3 2014 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Sowa Financial Group, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Optiver Holding B.V. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Elgethun Capital Management | 2 | 1 | 0.02% | 0.04% | 0.05% | Q4 2016 | Q3 2023 | 3 |
COERENTE CAPITAL MANAGEMENT | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q4 2021 | 3 |
Bridgewater Advisors Inc. | 3 | 3 | 0.23% | 0.25% | 0.28% | Q4 2013 | Q2 2014 | 3 |
StoneX Group Inc. | 2 | 1 | 0.08% | 0.19% | 0.27% | Q2 2017 | Q3 2021 | 3 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 3 |
Stratos Investment Management, LLC | 3 | 3 | 0.03% | 0.05% | 0.07% | Q3 2021 | Q1 2022 | 3 |
LCM Capital Management Inc | 2 | 1 | 0.17% | 0.18% | 0.18% | Q4 2021 | Q1 2023 | 3 |
Private Ocean, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 3 |
Ruggaard & Associates LLC | 3 | 3 | 0.18% | 0.21% | 0.24% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
XTX Topco Ltd | 1 | 1 | 0.05% | 0.15% | 0.27% | Q1 2021 | Q3 2023 | 3 |
EQUITABLE TRUST CO | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.10% | 0.12% | 0.17% | Q1 2015 | Q3 2015 | 3 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 3 |
CATALYST FINANCIAL PARTNERS LLC | 3 | 3 | 0.12% | 0.15% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Santa Fe Partners LLC | 2 | 1 | 0.04% | 0.09% | 0.18% | Q4 2013 | Q3 2014 | 3 |
Sage Investment Advisers LLC | 2 | 1 | 0.26% | 0.31% | 0.35% | Q4 2021 | Q4 2022 | 3 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 2 | 1 | 0.02% | 0.10% | 0.17% | Q2 2016 | Q1 2023 | 3 |
DAYMARK WEALTH PARTNERS, LLC | 3 | 3 | 0.03% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q1 2017 | 3 |
SAL Trading, LLC | 3 | 3 | 0.38% | 0.56% | 0.69% | Q1 2022 | Q3 2022 | 3 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Fortis Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2020 | 3 |
Destiny Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.04% | 0.05% | 0.05% | Q4 2017 | Q4 2018 | 3 |
AFS Financial Group, LLC | 3 | 3 | 0.23% | 0.25% | 0.26% | Q4 2022 | Q2 2023 | 3 |
FUNDSMITH INVESTMENT SERVICES LTD. | 3 | 3 | 3.28% | 3.30% | 3.34% | Q2 2021 | Q4 2021 | 3 |
NTB Financial Corp | 3 | 3 | 0.34% | 0.35% | 0.37% | Q4 2021 | Q2 2022 | 3 |
Compound Global Advisors, LLC | 3 | 3 | 2.30% | 2.54% | 2.68% | Q4 2022 | Q2 2023 | 3 |
Syntal Capital Partners, LLC | 2 | 1 | 0.43% | 0.54% | 0.72% | Q2 2019 | Q1 2021 | 3 |
Trifecta Capital Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Halpern Financial, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Samalin Investment Counsel, LLC | 2 | 1 | 0.04% | 0.10% | 0.13% | Q4 2019 | Q1 2023 | 3 |
Barden Capital Management, Inc. | 3 | 3 | 0.56% | 0.63% | 0.71% | Q1 2023 | Q3 2023 | 3 |
Acrospire Investment Management LLC | 3 | 3 | 0.02% | 0.08% | 0.15% | Q4 2016 | Q2 2017 | 3 |
TRUST & FIDUCIARY MANAGEMENT SERVICES INC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q4 2013 | 3 |
WealthStone, Inc. | 2 | 1 | 0.01% | 0.06% | 0.09% | Q2 2019 | Q1 2021 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 3 | 0.00% | 0.02% | 0.05% | Q1 2023 | Q3 2023 | 3 |
DOWLING & YAHNKE LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
Sandhill Capital Partners LLC | 3 | 3 | 0.36% | 0.59% | 0.78% | Q1 2020 | Q3 2020 | 3 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.06% | 0.15% | 0.33% | Q4 2021 | Q4 2022 | 3 |
Susquehanna International Group Ltd. | 1 | 1 | 0.27% | 2.29% | 4.32% | Q4 2018 | Q4 2018 | 3 |
Point72 Asset Management, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 3 |
Sargent Investment Group, LLC | 2 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q1 2022 | 3 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 3 |
Voit & Company, LLC | 3 | 3 | 0.21% | 0.22% | 0.23% | Q1 2019 | Q3 2019 | 3 |
Harrington Investments, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Pinkerton Retirement Specialists, LLC | 2 | 1 | 0.00% | 0.03% | 0.05% | Q3 2016 | Q2 2018 | 3 |
Beacon Pointe Wealth Advisors, LLC | 3 | 3 | 0.07% | 0.07% | 0.09% | Q4 2018 | Q2 2019 | 3 |
Strategic Capital Group LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2014 | 3 |
3Chopt Investment Partners, LLC | 3 | 3 | 0.15% | 0.23% | 0.28% | Q4 2022 | Q2 2023 | 3 |
Capital Wealth Planning, LLC | 1 | 1 | 0.00% | 0.04% | 0.12% | Q3 2013 | Q3 2023 | 3 |
Retirement Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Altium Wealth Management LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q2 2022 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q4 2018 | 3 |
BRASADA CAPITAL MANAGEMENT, LP | 2 | 2 | 0.22% | 0.24% | 0.27% | Q2 2023 | Q3 2023 | 2 |
Well Done, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 2 |
Cribstone Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 2 |
Silicon Valley Capital Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ISTHMUS PARTNERS, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2018 | 2 |
Donald L. Hagan, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q1 2016 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2016 | Q3 2016 | 2 |
MV CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Vivaldi Capital Management LP | 1 | 1 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q4 2021 | 2 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 2 |
CenterStar Fund, LLC | 1 | 1 | 0.01% | 0.09% | 0.17% | Q4 2016 | Q4 2016 | 2 |
Blue Chip Partners, LLC | 2 | 2 | 0.16% | 0.18% | 0.20% | Q1 2015 | Q2 2015 | 2 |
O'Brien Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Ruggie Capital Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
TCG Advisors, LP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q2 2019 | 2 |
ELCO Management Co., LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q4 2021 | Q1 2022 | 2 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q4 2021 | 2 |
Quad Capital Management Advisors LLC | 1 | 1 | 0.00% | 0.20% | 0.41% | Q3 2017 | Q1 2018 | 2 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 2 |
Bristol Advisors, LLC | 2 | 2 | 0.40% | 1.33% | 2.25% | Q3 2017 | Q4 2017 | 2 |
OAKVIEW CAPITAL MANAGEMENT, L.P. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q1 2017 | 2 |
St. Johns Investment Management Company, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Quantamental Technologies LLC | 1 | 1 | 0.16% | 0.46% | 0.76% | Q1 2019 | Q3 2023 | 2 |
SOUTH GEORGIA CAPITAL, LLC | 1 | 1 | 0.00% | 0.06% | 0.12% | Q4 2013 | Q4 2014 | 2 |
MCIA Inc | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q3 2017 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Waldron Private Wealth LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q4 2019 | 2 |
17 CAPITAL PARTNERS, LLC | 2 | 2 | 0.21% | 0.22% | 0.22% | Q4 2021 | Q1 2022 | 2 |
Kernodle & Katon Asset Management Group, LLC | 2 | 2 | 0.82% | 0.85% | 0.89% | Q4 2016 | Q1 2017 | 2 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
State of Tennessee, Treasury Department | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q2 2017 | 2 |
Lucia Wealth Services, LLC | 2 | 2 | 0.06% | 0.08% | 0.10% | Q2 2018 | Q3 2018 | 2 |
Investors Research Corp | 1 | 1 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 2 |
Poehling Capital Management, INC. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2017 | Q1 2018 | 2 |
Alpha Cubed Investments, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.35% | 0.52% | 0.70% | Q2 2023 | Q3 2023 | 2 |
Risk Paradigm Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q4 2017 | 2 |
TEACHERS ADVISORS, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q1 2016 | 2 |
LFA - Lugano Financial Advisors SA | 2 | 2 | 0.10% | 0.13% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Grant Street Asset Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Stewardship Financial Advisors, LLC | 2 | 2 | 0.27% | 0.62% | 0.97% | Q4 2015 | Q1 2016 | 2 |
Watchman Group, Inc. | 2 | 2 | 0.92% | 0.92% | 0.92% | Q4 2019 | Q1 2020 | 2 |
Carnick & Kubik, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2015 | Q1 2016 | 2 |
Glovista Investments LLC | 1 | 1 | 0.05% | 0.27% | 0.50% | Q4 2014 | Q2 2016 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Assenagon Asset Management S.A. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 2 |
Madden Advisory Services, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
RAND WEALTH, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2014 | Q2 2014 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 2 |
Financial Advisory Group | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2023 | 2 |
BRIDGES INVESTMENT MANAGEMENT INC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.95% | 0.95% | 0.96% | Q4 2018 | Q1 2019 | 2 |
Cascabel Management LP | 2 | 2 | 1.76% | 2.33% | 2.91% | Q2 2013 | Q3 2013 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
J.Safra Asset Management Corp | 1 | 1 | 0.00% | 0.02% | 0.03% | Q2 2016 | Q1 2022 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
HNP Capital LLC | 1 | 1 | 0.05% | 0.20% | 0.36% | Q1 2020 | Q4 2021 | 2 |
GREAT VALLEY ADVISOR GROUP, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
RDA Financial Network | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q1 2022 | 2 |
Cardinal Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 2 |
Fiera Capital Inc. | 2 | 2 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2013 | 2 |
UNDERHILL INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.56% | 0.58% | 0.59% | Q2 2016 | Q3 2016 | 2 |
Mizuho Asset Management Co.,Ltd. | 2 | 2 | 0.18% | 0.20% | 0.21% | Q2 2013 | Q3 2013 | 2 |
AT Bancorp | 2 | 2 | 0.05% | 0.10% | 0.14% | Q1 2017 | Q2 2017 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
R. W. Roge & Company, Inc. | 2 | 2 | 0.14% | 0.15% | 0.16% | Q4 2021 | Q1 2022 | 2 |
CFM WEALTH PARTNERS LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q2 2020 | 2 |
Argent Wealth Management LLC | 2 | 2 | 0.14% | 0.15% | 0.15% | Q1 2020 | Q2 2020 | 2 |
Diversified Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
MAGNOLIA CAPITAL ADVISORS LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q4 2021 | 2 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.01% | 0.41% | 0.80% | Q3 2013 | Q3 2023 | 2 |
Filbrandt Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Mosaic Advisors LLC | 1 | 1 | 0.14% | 0.35% | 0.57% | Q4 2020 | Q2 2021 | 2 |
Fundsmith Long/Short Master Fund | 2 | 2 | 2.99% | 3.07% | 3.15% | Q4 2020 | Q1 2021 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
SAC Capital Advisors LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 2 |
qPULA Trading Management LP | 2 | 2 | 0.52% | 0.58% | 0.64% | Q1 2021 | Q2 2021 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q4 2020 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.33% | 0.39% | 0.45% | Q4 2016 | Q4 2020 | 2 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2018 | 2 |
Hoese & Co LLP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Oakwell Private Wealth Management, LLC | 2 | 2 | 0.45% | 0.47% | 0.49% | Q3 2022 | Q4 2022 | 2 |
DIALECTIC CAPITAL MANAGEMENT, LP | 1 | 1 | 0.41% | 0.54% | 0.67% | Q2 2013 | Q2 2013 | 2 |
FNY Managed Accounts LLC | 2 | 2 | 0.00% | 0.04% | 0.08% | Q2 2015 | Q3 2015 | 2 |
Parametric Risk Advisors LLC | 2 | 2 | 0.03% | 0.06% | 0.08% | Q1 2016 | Q2 2016 | 2 |
COMERICA SECURITIES INC | 1 | 1 | 0.06% | 0.08% | 0.09% | Q4 2014 | Q4 2018 | 2 |
PGIM Custom Harvest LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Interchange Capital Partners, LLC | 1 | 1 | 0.04% | 0.09% | 0.14% | Q4 2020 | Q1 2023 | 2 |
Manifold Partners, LLC | 1 | 1 | 0.02% | 0.18% | 0.33% | Q2 2013 | Q2 2014 | 2 |
Tradeworx Inc. | 1 | 1 | 0.09% | 0.13% | 0.17% | Q1 2013 | Q4 2013 | 2 |
AMG National Trust Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 2 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.03% | 0.07% | 0.12% | Q4 2015 | Q4 2018 | 2 |
TECTONIC ADVISORS LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q1 2021 | 2 |
MONUMENTAL FINANCIAL GROUP INC. | 2 | 2 | 0.79% | 0.80% | 0.80% | Q4 2022 | Q1 2023 | 2 |
Cowen Prime Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Heritage Investment Group, Inc. | 2 | 2 | 0.17% | 0.18% | 0.19% | Q4 2021 | Q1 2022 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.12% | 0.13% | 0.13% | Q2 2013 | Q3 2013 | 2 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 2 | 2 | 0.15% | 0.20% | 0.26% | Q1 2023 | Q2 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
China Universal Asset Management Co., Ltd. | 2 | 2 | 0.00% | 0.36% | 0.73% | Q2 2023 | Q3 2023 | 2 |
Beaird Harris Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Red Tortoise LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 2 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
FirstPurpose Wealth LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q2 2023 | 2 |
Lansing Street Advisors | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.25% | 0.26% | 0.26% | Q4 2022 | Q1 2023 | 2 |
New Hampshire Trust | 2 | 2 | 0.04% | 0.06% | 0.07% | Q4 2022 | Q1 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q4 2022 | 2 |
Consolidated Portfolio Review Corp | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q2 2023 | 2 |
Pine Valley Investments Ltd Liability Co | 2 | 2 | 0.16% | 0.18% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Empower Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.12% | 0.23% | Q4 2022 | Q3 2023 | 2 |
Echo Street Capital Management LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2022 | 2 |
SAROFIM FAYEZ | 1 | 1 | 0.33% | 0.54% | 0.75% | Q4 2012 | Q3 2013 | 2 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Estabrook Capital Management | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 2 |
WINTRUST INVESTMENTS LLC | 2 | 2 | 0.11% | 0.20% | 0.30% | Q2 2016 | Q3 2016 | 2 |
F&C Asset Management plc | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2013 | Q3 2013 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Graham Capital Management, L.P. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q3 2014 | 2 |
Scott & Selber, Inc. | 2 | 2 | 1.59% | 1.62% | 1.66% | Q1 2014 | Q2 2014 | 2 |
Laffer Tengler Investments, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Covenant Partners, LLC | 2 | 2 | 0.09% | 0.12% | 0.14% | Q1 2023 | Q2 2023 | 2 |
GLG Partners LP | 1 | 1 | 0.12% | 0.48% | 0.84% | Q2 2016 | Q2 2016 | 2 |
JACOB ASSET MANAGEMENT OF NEW YORK LLC | 2 | 2 | 0.31% | 0.31% | 0.31% | Q2 2013 | Q3 2013 | 2 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2014 | Q2 2014 | 2 |
CURIAN CAPITAL LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q3 2013 | 2 |
GEORGE KAISER FAMILY FOUNDATION | 2 | 2 | 0.39% | 0.44% | 0.49% | Q3 2016 | Q4 2016 | 2 |
Zions Trust, National Association | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q1 2014 | 2 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2014 | Q1 2015 | 2 |
Legal & General Group Plc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
HONEYWELL INTERNATIONAL INC | 2 | 2 | 0.92% | 1.05% | 1.18% | Q4 2014 | Q1 2015 | 2 |
SHAPIRO CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
SPINNAKER TRUST | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
PROFFITT & GOODSON INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2014 | Q1 2015 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
INTEGRATED WEALTH COUNSEL, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q4 2016 | 2 |
MARINO, STRAM & ASSOCIATES LLC | 1 | 1 | 0.00% | 0.04% | 0.08% | Q1 2019 | Q2 2021 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SPOT TRADING L.L.C. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2017 | 2 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2016 | 2 |
Capital International, Inc./CA/ | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2020 | 2 |
JAG CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q1 2015 | 2 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 2 | 2 | 0.26% | 0.26% | 0.26% | Q1 2017 | Q2 2017 | 2 |
AXA S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
BANK HAPOALIM BM | 2 | 2 | 0.07% | 0.09% | 0.12% | Q2 2017 | Q3 2017 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2013 | Q3 2013 | 2 |
JACOBS & CO/CA | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q4 2022 | 2 |
APPLETON PARTNERS INC/MA | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
ING GROEP NV | 2 | 2 | 0.36% | 0.36% | 0.37% | Q2 2013 | Q3 2013 | 2 |
StellarOne CORP | 2 | 2 | 1.43% | 1.48% | 1.54% | Q2 2013 | Q3 2013 | 2 |
First Affirmative Financial Network | 2 | 2 | 0.18% | 0.19% | 0.20% | Q3 2023 | Q4 2023 | 2 |
Kovitz Investment Group Partners, LLC | 2 | 2 | 1.14% | 1.21% | 1.27% | Q2 2023 | Q3 2023 | 2 |
Ariel Investments | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2021 | 2 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Palumbo Wealth Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2014 | Q4 2014 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Holdings, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Allen Mooney & Barnes Investment Advisors LLC | 1 | 1 | 1.42% | 1.42% | 1.42% | Q3 2023 | Q3 2023 | 1 |
RAINIER INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q2 2013 | Q2 2013 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
NORGES BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
IVC Wealth Advisors LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2014 | Q1 2014 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2014 | Q2 2014 | 1 |
Delek Group, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Diversified, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CQS Cayman LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2015 | Q2 2015 | 1 |
One Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Wealth Advisory Solutions, LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q1 2021 | Q1 2021 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
HUTCHENS INVESTMENT MANAGEMENT INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2014 | Q4 2014 | 1 |
SII INVESTMENTS INC/WI | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
Jump Financial, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Abbrea Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
RUSHMORE INVESTMENT ADVISORS, INC. | 1 | 1 | 0.66% | 0.66% | 0.66% | Q2 2013 | Q2 2013 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Cypress Point Wealth Management, LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q4 2020 | Q4 2020 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
IMS Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Veracity Capital LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
FIRST NATIONAL BANK OF OMAHA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Paul John Balson | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
PACIFIC SUN FINANCIAL CORP | 1 | 1 | 1.42% | 1.42% | 1.42% | Q4 2017 | Q4 2017 | 1 |
Freshford Capital Management, LLC | 1 | 1 | 2.60% | 2.60% | 2.60% | Q2 2015 | Q2 2015 | 1 |
RMR Wealth Builders | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
STONNINGTON GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
WILLIAMS JONES & ASSOCIATES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
RiverFront Investment Group, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2008 | Q4 2008 | 1 |
BERRY GROUP, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
Adams Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
BANK OF THE WEST | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
Cannell & Co. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Savant Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q3 2015 | Q3 2015 | 1 |
PATTEN & PATTEN INC/TN | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Saturna Capital CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
FRONTIER INVESTMENT MGMT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 3.65% | 3.65% | 3.65% | Q4 2021 | Q4 2021 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
CHARTER RESEARCH & INVESTMENT GROUP, INC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
Highstreet Asset Management Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2015 | Q4 2015 | 1 |
McNamara Financial Services, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2014 | Q4 2014 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
One Charles Private Wealth Services, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2019 | Q4 2019 | 1 |
Modus Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Cedar Mountain Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2023 | Q1 2023 | 1 |
CBIZ Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Watson Rebecca | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Cohen Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
LETKO, BROSSEAU & ASSOCIATES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WESPAC Advisors SoCal, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
Banque Cantonale Vaudoise | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
UNITED BANK | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Retirement Planning Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Gotham Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
PERRITT CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Robinson Value Management, Ltd. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
SYMPHONY ASSET MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
HANCOCK WHITNEY CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
DRH Investments, Inc. | 1 | 1 | 9.97% | 9.97% | 9.97% | Q3 2023 | Q3 2023 | 1 |
ARGI Investment Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
SG3 Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2019 | Q3 2019 | 1 |
RBA Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
Northstar Group, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2015 | Q3 2015 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Bison Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
Oldfather Financial Services, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
OTTER CREEK MANAGEMENT INC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q3 2015 | Q3 2015 | 1 |
Bremer Bank National Association | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
NORDEA INVESTMENT MANAGEMENT AB | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
DSM CAPITAL PARTNERS LLC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q2 2013 | Q2 2013 | 1 |
SMITH SHELLNUT WILSON LLC /ADV | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2017 | Q2 2017 | 1 |
Core Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
CIM INVESTMENT MANAGEMENT INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2014 | Q1 2014 | 1 |
Kessler Investment Group, LLC | 1 | 1 | 2.97% | 2.97% | 2.97% | Q2 2013 | Q2 2013 | 1 |
Truvvo Partners LLC | 1 | 1 | 15.63% | 15.63% | 15.63% | Q4 2016 | Q4 2016 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
LEUTHOLD GROUP, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2022 | Q4 2022 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CARDEROCK CAPITAL MANAGEMENT INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2014 | Q1 2014 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HOWARD HUGHES MEDICAL INSTITUTE | 1 | 1 | 1.35% | 1.35% | 1.35% | Q3 2022 | Q3 2022 | 1 |
INR ADVISORY SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
KLCM Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q2 2015 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Rezny Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2015 | Q2 2015 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2018 | Q4 2018 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
STRS OHIO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
CRAMER ROSENTHAL MCGLYNN LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2015 | Q3 2015 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Bernardo Wealth Planning LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2019 | Q2 2019 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
ELEMENT POINTE ADVISORS, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
HHLR ADVISORS, LTD. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
DAVIDSON INVESTMENT ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Plaisance Capital LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2021 | Q1 2021 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
Leucadia National | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SUMIT CAPITAL, LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q3 2014 | Q3 2014 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 2.39% | 2.39% | 2.39% | Q2 2017 | Q2 2017 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
ZWJ INVESTMENT COUNSEL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Centric Wealth Management | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2018 | Q4 2018 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Knowledge Leaders Capital, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2018 | Q3 2018 | 1 |
Airain ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q1 2016 | 1 |
Impax Asset Management Group plc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2017 | Q1 2017 | 1 |
KLINGENSTEIN FIELDS & CO LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HANSEATIC MANAGEMENT SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CFS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
COLUMBIA CAPITAL LLC | 1 | 1 | 1.97% | 1.97% | 1.97% | Q1 2014 | Q1 2014 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
NS Partners Ltd | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q2 2022 | 1 |
Lowe Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
BAR HARBOR TRUST SERVICES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Divergent Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
AmericaFirst Quantitative Trust - AmericaFirst Defensive Growth & Income Portfolio, Series 2 | 1 | 1 | 1.82% | 1.82% | 1.82% | Q2 2017 | Q2 2017 | 1 |
Teza Capital Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q1 2017 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Sanibel Captiva Investment Advisers, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2013 | Q1 2013 | 1 |
Capital Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Buckley Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2017 | Q4 2017 | 1 |
Intersect Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
CAPITAL CITY TRUST CO/FL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Fort Point Capital Partners LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2016 | Q3 2016 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
Lehman Financial Resources, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Monument Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MYDA Advisors LLC | 1 | 1 | 1.30% | 1.30% | 1.30% | Q4 2017 | Q4 2017 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q3 2016 | Q3 2016 | 1 |
JAMISON EATON & WOOD INC /NJ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Arbor Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2018 | Q1 2018 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
FULLER & THALER ASSET MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
IFG Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Riverview Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Skye Global Management LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Farmer Steven Patrick | 1 | 1 | 2.38% | 2.38% | 2.38% | Q2 2022 | Q2 2022 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Castle Rock Wealth Management, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2020 | Q1 2020 | 1 |
Cedar Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
BAKER BOYER NATIONAL BANK | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
HUTCHINSON CAPITAL MANAGEMENT/CA | 1 | 1 | 2.11% | 2.11% | 2.11% | Q3 2023 | Q3 2023 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Otter Creek Advisors, LLC | 1 | 1 | 1.63% | 1.63% | 1.63% | Q4 2015 | Q4 2015 | 1 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Field & Main Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
EFG Asset Management (Americas) Corp. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2015 | Q1 2015 | 1 |
Belmont Global Advisors, Inc. | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2013 | Q4 2013 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Providence First Trust Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Brookfield Asset Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Westbourne Investment Advisors, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2018 | Q3 2018 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BHK Investment Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2018 | Q1 2018 | 1 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Eagle Capital Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2013 | Q4 2013 | 1 |
CHICAGO TRUST Co NA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Bryn Mawr Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Malaga Cove Capital, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
PAYDEN & RYGEL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FSM Wealth Advisors, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2022 | Q2 2022 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Warther Private Wealth, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FourThought Financial Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q1 2023 | 1 |
Creative Capital Management Investments LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Clay Northam Wealth Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2022 | Q1 2022 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
KARLINSKI ANDREW C | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Key Client Fiduciary Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
REGATTA CAPITAL GROUP, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
BIVIN & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Bienville Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Next Level Private LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Register Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Missouri Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TCWP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Level Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Delta Financial Group, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q2 2023 | 1 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Clarity Financial LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Madison Scottsdale, LC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Rollins Financial | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2013 | Q2 2013 | 1 |
Sebold Capital Management, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
LeJeune Puetz Investment Counsel LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q4 2016 | Q4 2016 | 1 |
DEFINED WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Navis Wealth Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
CAMDEN NATIONAL BANK | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Sensato Investors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own DIAGEO P L C or have owned DIAGEO P L C in the past.