Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 121 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q3 2023 | 121 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.03% | 0.24% | Q1 2012 | Q3 2023 | 108 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 108 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.06% | 0.36% | Q2 2013 | Q3 2023 | 107 |
Citadel Advisors | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 99 |
Parallax Volatility Advisers, L.P. | 42 | 42 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 97 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.01% | 0.16% | Q2 2013 | Q3 2023 | 97 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.04% | 0.11% | Q1 2012 | Q3 2023 | 94 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 94 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.02% | 0.60% | Q4 2015 | Q3 2023 | 86 |
JANE STREET GROUP, LLC | 37 | 1 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q3 2023 | 80 |
UBS Group AG | 36 | 36 | 0.00% | 0.04% | 0.24% | Q4 2014 | Q3 2023 | 77 |
WOLVERINE TRADING, LLC | 18 | 1 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q3 2023 | 76 |
TWO SIGMA INVESTMENTS, LP | 20 | 4 | 0.00% | 0.04% | 0.46% | Q1 2015 | Q3 2023 | 76 |
D. E. Shaw & Co., Inc. | 13 | 1 | 0.00% | 0.02% | 0.25% | Q2 2013 | Q3 2023 | 73 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.04% | 0.10% | Q1 2013 | Q3 2023 | 71 |
WOLVERINE ASSET MANAGEMENT LLC | 33 | 3 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q3 2023 | 70 |
MILLENNIUM MANAGEMENT LLC | 14 | 8 | 0.00% | 0.06% | 0.48% | Q2 2013 | Q3 2023 | 66 |
Jefferies Group LLC | 28 | 1 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2022 | 64 |
TWO SIGMA SECURITIES, LLC | 16 | 1 | 0.00% | 0.04% | 0.63% | Q3 2015 | Q3 2023 | 61 |
Nuveen Asset Management, LLC | 42 | 42 | 0.00% | 0.12% | 0.40% | Q2 2013 | Q3 2023 | 60 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.05% | 0.29% | 0.50% | Q1 2009 | Q3 2023 | 59 |
CAPSTONE INVESTMENT ADVISORS, LLC | 21 | 1 | 0.00% | 0.03% | 0.11% | Q3 2015 | Q3 2023 | 58 |
CAPITAL FUND MANAGEMENT S.A. | 10 | 1 | 0.00% | 0.04% | 0.22% | Q3 2013 | Q3 2023 | 57 |
DONALDSON CAPITAL MANAGEMENT, LLC | 55 | 55 | 0.02% | 1.57% | 3.50% | Q1 2010 | Q3 2023 | 55 |
AMALGAMATED BANK | 52 | 52 | 0.08% | 0.18% | 0.34% | Q4 2010 | Q3 2023 | 52 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.13% | 0.49% | Q2 2013 | Q3 2023 | 50 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.21% | 0.44% | Q3 2013 | Q3 2023 | 50 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.03% | 0.14% | 0.24% | Q3 2011 | Q3 2023 | 49 |
GLENMEDE TRUST CO NA | 42 | 7 | 0.05% | 0.19% | 0.46% | Q1 2008 | Q3 2023 | 49 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.08% | 0.17% | 0.30% | Q3 2011 | Q3 2023 | 49 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.03% | 0.08% | 0.15% | Q4 2011 | Q3 2023 | 48 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.09% | 0.19% | Q2 2013 | Q3 2023 | 48 |
MUFG Americas Holdings Corp | 48 | 48 | 0.00% | 0.02% | 0.05% | Q4 2010 | Q3 2022 | 48 |
Cubist Systematic Strategies, LLC | 20 | 16 | 0.01% | 0.08% | 0.36% | Q2 2014 | Q3 2023 | 47 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 47 | 47 | 0.12% | 1.48% | 2.68% | Q1 2012 | Q3 2023 | 47 |
Mirae Asset Global Investments Co., Ltd. | 42 | 5 | 0.01% | 0.05% | 0.11% | Q2 2011 | Q3 2023 | 47 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 47 |
MCF Advisors LLC | 40 | 7 | 0.00% | 0.03% | 0.10% | Q4 2011 | Q3 2023 | 47 |
First Horizon Advisors, Inc. | 47 | 47 | 0.00% | 0.05% | 0.11% | Q1 2012 | Q3 2023 | 47 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.09% | 0.17% | Q2 2013 | Q3 2023 | 46 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.00% | 0.14% | 0.25% | Q2 2013 | Q3 2023 | 45 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 45 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.06% | 0.13% | 0.25% | Q4 2012 | Q3 2023 | 44 |
TCI Wealth Advisors, Inc. | 44 | 44 | 0.08% | 0.20% | 0.59% | Q4 2012 | Q3 2023 | 44 |
Paloma Partners Management Co | 7 | 1 | 0.00% | 0.07% | 0.26% | Q2 2013 | Q3 2023 | 44 |
AQR Capital Management | 42 | 1 | 0.01% | 0.06% | 0.16% | Q4 2012 | Q3 2023 | 43 |
Kovack Advisors, Inc. | 26 | 26 | 0.00% | 0.09% | 0.32% | Q2 2017 | Q3 2023 | 43 |
FULTON BANK, N.A. | 43 | 43 | 0.08% | 0.17% | 0.28% | Q2 2013 | Q4 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.08% | 0.18% | 0.22% | Q1 2013 | Q3 2023 | 43 |
BRYN MAWR TRUST Co | 43 | 43 | 0.02% | 0.05% | 0.07% | Q1 2013 | Q3 2023 | 43 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 43 | 43 | 0.67% | 0.97% | 1.14% | Q1 2013 | Q3 2023 | 43 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 43 |
M&R CAPITAL MANAGEMENT INC | 43 | 43 | 0.00% | 0.26% | 0.45% | Q2 2013 | Q4 2023 | 43 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.01% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 43 |
BAR HARBOR WEALTH MANAGEMENT | 43 | 43 | 0.06% | 0.19% | 0.26% | Q1 2013 | Q3 2023 | 43 |
TORONTO DOMINION BANK | 43 | 43 | 0.00% | 0.04% | 0.10% | Q1 2013 | Q3 2023 | 43 |
TRUST CO OF TOLEDO NA /OH/ | 43 | 43 | 0.24% | 0.62% | 0.84% | Q2 2013 | Q4 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.02% | 0.10% | 0.26% | Q1 2013 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.07% | 0.13% | 0.27% | Q1 2013 | Q3 2023 | 43 |
Boltwood Capital Management | 43 | 43 | 0.10% | 0.69% | 1.57% | Q2 2013 | Q4 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.02% | 0.08% | 0.14% | Q4 2012 | Q2 2023 | 43 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.00% | 0.19% | 1.23% | Q1 2013 | Q3 2023 | 43 |
PRIVATE TRUST CO NA | 43 | 43 | 0.04% | 0.16% | 0.47% | Q1 2013 | Q3 2023 | 43 |
Creative Planning | 42 | 42 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.08% | 0.16% | 0.21% | Q1 2013 | Q3 2023 | 43 |
WOODSTOCK CORP | 43 | 43 | 0.09% | 0.30% | 0.51% | Q2 2013 | Q4 2023 | 43 |
CHEMUNG CANAL TRUST CO | 43 | 43 | 0.10% | 0.77% | 1.70% | Q2 2013 | Q4 2023 | 43 |
CARRET ASSET MANAGEMENT, LLC | 43 | 43 | 0.33% | 0.68% | 1.20% | Q1 2013 | Q3 2023 | 43 |
Allianz Asset Management GmbH | 29 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 43 |
Cetera Advisor Networks LLC | 43 | 43 | 0.06% | 0.11% | 0.17% | Q1 2013 | Q3 2023 | 43 |
BANK OF NOVA SCOTIA | 43 | 43 | 0.00% | 0.02% | 0.17% | Q1 2013 | Q3 2023 | 43 |
PARK NATIONAL CORP /OH/ | 43 | 43 | 0.01% | 0.10% | 0.18% | Q2 2013 | Q4 2023 | 43 |
NOMURA HOLDINGS INC | 11 | 1 | 0.00% | 0.01% | 0.04% | Q4 2012 | Q3 2023 | 43 |
Haverford Trust Co | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.09% | 0.26% | 0.43% | Q2 2013 | Q3 2023 | 42 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 42 | 42 | 0.01% | 0.14% | 0.58% | Q2 2013 | Q3 2023 | 42 |
BURNEY CO/ | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
LEE DANNER & BASS INC | 42 | 42 | 0.09% | 0.20% | 0.30% | Q2 2013 | Q3 2023 | 42 |
MOODY LYNN & LIEBERSON, LLC | 42 | 42 | 0.02% | 0.11% | 1.11% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.10% | 0.18% | 0.25% | Q2 2013 | Q3 2023 | 42 |
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | 42 | 42 | 0.08% | 0.47% | 0.68% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.02% | 0.08% | 0.13% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.03% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 42 |
PARSONS CAPITAL MANAGEMENT INC/RI | 42 | 42 | 0.02% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.03% | 0.12% | 0.22% | Q2 2013 | Q3 2023 | 42 |
DUNCKER STREETT & CO INC | 42 | 42 | 0.02% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.12% | 0.20% | 0.29% | Q2 2013 | Q3 2023 | 42 |
SHELTON CAPITAL MANAGEMENT | 42 | 42 | 0.02% | 0.06% | 0.36% | Q2 2013 | Q3 2023 | 42 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.03% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
UMB Bank, n.a. | 42 | 42 | 0.02% | 0.17% | 0.32% | Q2 2013 | Q3 2023 | 42 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.08% | 0.16% | 0.22% | Q2 2013 | Q3 2023 | 42 |
INTRUST BANK NA | 42 | 42 | 0.04% | 0.12% | 0.19% | Q2 2013 | Q3 2023 | 42 |
PITTENGER & ANDERSON INC | 42 | 42 | 0.01% | 0.18% | 0.43% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.04% | 0.10% | 0.16% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.10% | 0.21% | 0.31% | Q2 2013 | Q3 2023 | 42 |
PATTEN & PATTEN INC/TN | 42 | 42 | 0.04% | 0.16% | 0.29% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.00% | 0.10% | 0.17% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.06% | 0.11% | 0.15% | Q2 2013 | Q3 2023 | 42 |
PEAPACK GLADSTONE FINANCIAL CORP | 42 | 42 | 0.07% | 0.31% | 0.62% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ADIRONDACK TRUST CO | 42 | 42 | 0.06% | 0.18% | 0.24% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.14% | 0.26% | 0.45% | Q2 2013 | Q3 2023 | 42 |
WELCH & FORBES LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.05% | 0.15% | 0.23% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.02% | 0.08% | 0.13% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.53% | 1.10% | 2.06% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.04% | 0.19% | 0.40% | Q2 2013 | Q3 2023 | 42 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 42 | 42 | 0.21% | 0.76% | 1.33% | Q2 2013 | Q3 2023 | 42 |
OLD SECOND NATIONAL BANK OF AURORA | 42 | 42 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.01% | 0.37% | 0.62% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.05% | 0.15% | 0.23% | Q2 2013 | Q3 2023 | 42 |
BECK MACK & OLIVER LLC | 42 | 42 | 0.02% | 0.05% | 0.06% | Q2 2013 | Q3 2023 | 42 |
CAMBRIDGE TRUST CO | 42 | 42 | 0.01% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.02% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 42 |
WASHINGTON TRUST Co | 42 | 42 | 0.02% | 0.31% | 0.53% | Q2 2013 | Q3 2023 | 42 |
NBT BANK N A /NY | 42 | 42 | 0.08% | 0.44% | 0.72% | Q2 2013 | Q3 2023 | 42 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 42 | 42 | 0.00% | 0.18% | 1.14% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.03% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
MARCO INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.07% | 0.34% | 0.73% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.08% | 0.18% | 0.34% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.07% | 0.20% | 0.31% | Q2 2013 | Q3 2023 | 42 |
DAVENPORT & Co LLC | 42 | 42 | 0.12% | 0.89% | 1.43% | Q2 2013 | Q3 2023 | 42 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 42 | 42 | 0.25% | 0.52% | 0.79% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.06% | 0.14% | 0.29% | Q2 2013 | Q3 2023 | 42 |
SALEM INVESTMENT COUNSELORS INC | 42 | 42 | 0.01% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
FIRST FOUNDATION ADVISORS | 42 | 42 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 42 | 42 | 0.10% | 0.33% | 1.13% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.05% | 0.20% | 0.28% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.05% | 0.29% | Q2 2013 | Q3 2023 | 42 |
BURKE & HERBERT BANK & TRUST CO | 42 | 42 | 0.60% | 1.07% | 1.32% | Q2 2013 | Q3 2023 | 42 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 42 | 42 | 1.64% | 2.23% | 2.98% | Q2 2013 | Q3 2023 | 42 |
WEBSTER BANK, N. A. | 42 | 42 | 0.01% | 0.14% | 0.46% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.04% | 0.11% | 0.25% | Q2 2013 | Q3 2023 | 42 |
KCM INVESTMENT ADVISORS LLC | 42 | 42 | 0.02% | 0.06% | 0.22% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.06% | 0.15% | 0.20% | Q2 2013 | Q3 2023 | 42 |
PHILADELPHIA TRUST CO | 42 | 42 | 0.03% | 0.44% | 2.50% | Q2 2013 | Q3 2023 | 42 |
GATEWAY INVESTMENT ADVISERS LLC | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
MARIETTA INVESTMENT PARTNERS LLC | 42 | 42 | 0.24% | 0.45% | 0.58% | Q2 2013 | Q3 2023 | 42 |
DELTA ASSET MANAGEMENT LLC/TN | 42 | 42 | 0.04% | 0.09% | 0.12% | Q2 2013 | Q3 2023 | 42 |
PINNACLE FINANCIAL PARTNERS INC | 42 | 42 | 0.03% | 0.21% | 0.41% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.08% | 0.17% | 0.23% | Q2 2013 | Q3 2023 | 42 |
KLINGENSTEIN FIELDS & CO LP | 42 | 42 | 0.01% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.02% | 0.12% | 0.42% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.03% | 0.07% | 0.09% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.07% | 0.14% | 0.20% | Q2 2013 | Q3 2023 | 42 |
PETTYJOHN, WOOD & WHITE, INC | 42 | 42 | 0.68% | 1.52% | 1.98% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.08% | 0.17% | 0.32% | Q2 2013 | Q3 2023 | 42 |
MONETARY MANAGEMENT GROUP INC | 42 | 42 | 0.01% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VERMONT | 42 | 42 | 0.10% | 0.55% | 0.83% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VIRGINIA /VA | 42 | 42 | 0.36% | 1.09% | 1.99% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.06% | 0.12% | 0.37% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.00% | 0.12% | 0.20% | Q2 2013 | Q3 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
HENNESSY ADVISORS INC | 42 | 42 | 1.02% | 2.07% | 3.26% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.08% | 0.18% | 0.30% | Q2 2013 | Q3 2023 | 42 |
SPINNAKER TRUST | 42 | 42 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
JOHNSON INVESTMENT COUNSEL INC | 42 | 42 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.10% | 0.17% | 0.35% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.02% | 0.08% | 0.13% | Q2 2013 | Q3 2023 | 42 |
JONES FINANCIAL COMPANIES LLLP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
KANAWHA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.91% | 1.70% | 2.06% | Q2 2013 | Q3 2023 | 42 |
Chesley Taft & Associates LLC | 42 | 42 | 0.03% | 0.10% | 0.18% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.07% | 0.16% | 0.22% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.01% | 0.05% | 0.35% | Q2 2013 | Q3 2023 | 42 |
CONNING INC. | 42 | 42 | 0.05% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 42 |
CENTRAL BANK & TRUST CO | 42 | 42 | 0.02% | 0.07% | 0.36% | Q2 2013 | Q3 2023 | 42 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 42 | 42 | 0.00% | 0.09% | 0.21% | Q2 2013 | Q3 2023 | 42 |
HUSSMAN STRATEGIC ADVISORS, INC. | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 42 |
SHELL ASSET MANAGEMENT CO | 42 | 42 | 0.02% | 0.28% | 0.53% | Q2 2013 | Q3 2023 | 42 |
FIRST UNITED BANK & TRUST | 42 | 42 | 0.30% | 1.14% | 2.01% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.08% | 0.17% | 0.23% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WATERS PARKERSON & CO., LLC | 42 | 42 | 0.04% | 0.15% | 0.26% | Q2 2013 | Q3 2023 | 42 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 42 | 42 | 0.05% | 1.29% | 2.32% | Q2 2013 | Q3 2023 | 42 |
CULBERTSON A N & CO INC | 42 | 42 | 0.21% | 0.60% | 0.99% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.13% | 0.24% | 0.33% | Q2 2013 | Q3 2023 | 42 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
SouthState Corp | 42 | 42 | 0.11% | 0.26% | 0.36% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.07% | 0.11% | 0.15% | Q2 2013 | Q3 2023 | 42 |
LONDON CO OF VIRGINIA | 42 | 42 | 0.36% | 1.04% | 2.03% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.20% | 0.54% | 0.81% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.04% | 0.22% | 0.43% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.00% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
AMERICAN CENTURY COMPANIES INC | 42 | 42 | 0.01% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
CHICKASAW CAPITAL MANAGEMENT LLC | 42 | 42 | 0.04% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
STOCK YARDS BANK & TRUST CO | 42 | 42 | 0.04% | 0.33% | 2.12% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL TRUST CO | 42 | 42 | 0.09% | 0.64% | 1.06% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.07% | 0.16% | 0.21% | Q2 2013 | Q3 2023 | 42 |
TOWER BRIDGE ADVISORS | 42 | 42 | 0.03% | 0.11% | 0.27% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.03% | 0.09% | 0.12% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.08% | 0.15% | 0.19% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.02% | 0.24% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.06% | 0.68% | 0.95% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.07% | 0.12% | 0.21% | Q2 2013 | Q3 2023 | 42 |
NTV ASSET MANAGEMENT LLC | 42 | 42 | 0.11% | 0.24% | 0.53% | Q2 2013 | Q3 2023 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.00% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 42 |
ARROW FINANCIAL CORP | 42 | 42 | 0.08% | 0.16% | 0.40% | Q2 2013 | Q3 2023 | 42 |
FIRST FINANCIAL CORP /IN/ | 42 | 42 | 0.06% | 0.16% | 0.37% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.05% | 0.16% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.01% | 0.14% | 0.45% | Q2 2013 | Q3 2023 | 42 |
TOMPKINS FINANCIAL CORP | 32 | 10 | 0.02% | 0.10% | 0.68% | Q2 2013 | Q4 2023 | 42 |
Epoch Investment Partners, Inc. | 42 | 42 | 0.00% | 0.47% | 1.26% | Q2 2013 | Q3 2023 | 42 |
MOTCO | 42 | 42 | 0.01% | 0.24% | 0.84% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.05% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Linscomb & Williams, Inc. | 42 | 42 | 0.05% | 0.34% | 0.50% | Q2 2013 | Q3 2023 | 42 |
Canal Insurance CO | 42 | 42 | 0.70% | 0.93% | 1.66% | Q2 2013 | Q3 2023 | 42 |
Edgemoor Investment Advisors, Inc. | 42 | 42 | 0.49% | 0.78% | 1.44% | Q2 2013 | Q3 2023 | 42 |
MEYER HANDELMAN CO | 42 | 42 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.05% | 0.24% | 0.42% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.02% | 0.08% | 0.19% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.32% | 0.65% | 1.00% | Q2 2013 | Q3 2023 | 42 |
Calamos Advisors LLC | 42 | 42 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
1ST SOURCE BANK | 42 | 42 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.02% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Exchange Capital Management, Inc. | 42 | 42 | 0.00% | 0.51% | 0.94% | Q2 2013 | Q3 2023 | 42 |
FIDUCIARY TRUST CO | 42 | 42 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
FARMERS TRUST CO | 42 | 42 | 0.07% | 0.30% | 0.79% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
GRIMES & COMPANY, INC. | 42 | 42 | 0.02% | 0.08% | 0.19% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.02% | 0.09% | 0.19% | Q2 2013 | Q3 2023 | 42 |
BANK OF HAWAII | 42 | 42 | 0.02% | 0.27% | 0.55% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.01% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Violich Capital Management, Inc. | 42 | 42 | 0.13% | 0.43% | 0.64% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.09% | 0.17% | 0.22% | Q2 2013 | Q3 2023 | 42 |
LOWE BROCKENBROUGH & CO INC | 42 | 42 | 0.12% | 0.22% | 0.52% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 42 | 42 | 0.06% | 0.15% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Cypress Capital Group | 42 | 42 | 0.10% | 0.75% | 1.38% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.01% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.03% | 0.13% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Hartford Financial Management Inc. | 42 | 42 | 0.33% | 0.67% | 1.15% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.08% | 0.15% | 0.21% | Q2 2013 | Q3 2023 | 42 |
DIVIDEND ASSETS CAPITAL, LLC | 42 | 42 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.07% | 0.13% | 0.23% | Q2 2012 | Q4 2022 | 42 |
HBK Sorce Advisory LLC | 42 | 42 | 0.02% | 0.13% | 0.27% | Q2 2013 | Q3 2023 | 42 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.07% | 0.14% | 0.29% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.08% | 0.18% | 0.27% | Q2 2013 | Q3 2023 | 42 |
BLB&B Advisors, LLC | 42 | 42 | 0.03% | 0.12% | 0.24% | Q2 2013 | Q3 2023 | 42 |
PEAK6 Group LLC | 17 | 3 | 0.00% | 0.05% | 0.51% | Q2 2013 | Q2 2018 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.09% | 0.12% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Manchester Capital Management LLC | 42 | 42 | 0.01% | 0.04% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Hanson & Doremus Investment Management | 42 | 42 | 0.04% | 0.15% | 0.36% | Q2 2013 | Q3 2023 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.01% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.00% | 0.06% | 0.40% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.05% | 0.11% | 0.27% | Q2 2013 | Q3 2023 | 42 |
SPC Financial, Inc. | 42 | 42 | 0.05% | 0.27% | 1.45% | Q2 2013 | Q3 2023 | 42 |
Fruth Investment Management | 42 | 42 | 0.12% | 0.37% | 0.52% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.00% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.05% | 0.12% | 0.24% | Q2 2013 | Q3 2023 | 42 |
PUTNAM INVESTMENTS LLC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Capital Research Global Investors | 42 | 42 | 0.09% | 0.61% | 0.99% | Q2 2013 | Q3 2023 | 42 |
Birch Hill Investment Advisors LLC | 42 | 42 | 0.05% | 0.13% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Plante Moran Financial Advisors, LLC | 42 | 42 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
First City Capital Management, Inc. | 42 | 42 | 0.15% | 0.29% | 0.38% | Q2 2013 | Q3 2023 | 42 |
Palisade Asset Management, LLC | 42 | 42 | 0.17% | 0.40% | 0.78% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.10% | 0.17% | 0.32% | Q2 2013 | Q3 2023 | 42 |
Mechanics Bank Trust Department | 42 | 42 | 0.08% | 0.54% | 1.08% | Q2 2013 | Q3 2023 | 42 |
Korea Investment CORP | 42 | 42 | 0.03% | 0.18% | 0.30% | Q2 2013 | Q3 2023 | 42 |
Welch Group, LLC | 42 | 42 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.02% | 0.16% | 0.25% | Q2 2013 | Q3 2023 | 42 |
Cohen Klingenstein LLC | 42 | 42 | 0.03% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.01% | 0.16% | 0.55% | Q2 2013 | Q3 2023 | 42 |
DnB Asset Management AS | 39 | 3 | 0.03% | 0.08% | 0.14% | Q2 2013 | Q4 2023 | 42 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 42 | 42 | 0.05% | 0.18% | 0.33% | Q2 2013 | Q3 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.08% | 0.18% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.08% | 0.19% | 0.42% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.17% | 0.55% | 1.40% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
B. Riley Wealth Advisors, Inc. | 42 | 42 | 0.04% | 0.10% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.01% | 0.12% | 0.29% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.07% | 0.17% | 0.30% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.08% | 0.18% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Johnson Financial Group, Inc. | 42 | 42 | 0.00% | 0.10% | 0.36% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Verus Financial Partners, Inc. | 42 | 42 | 0.10% | 0.51% | 0.83% | Q2 2013 | Q3 2023 | 42 |
Evercore Wealth Management, LLC | 42 | 42 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Savant Capital, LLC | 42 | 42 | 0.01% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 42 |
TCTC Holdings, LLC | 42 | 42 | 0.02% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.04% | 0.09% | 0.15% | Q2 2013 | Q3 2023 | 42 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 42 | 42 | 0.08% | 0.22% | 0.52% | Q2 2013 | Q3 2023 | 42 |
Carnegie Capital Asset Management, LLC | 42 | 42 | 0.02% | 0.15% | 0.44% | Q2 2013 | Q3 2023 | 42 |
BNP Paribas Asset Management Holding S.A. | 42 | 42 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
THOMPSON SIEGEL & WALMSLEY LLC | 42 | 42 | 0.07% | 0.32% | 1.73% | Q2 2013 | Q3 2023 | 42 |
FineMark National Bank & Trust | 42 | 42 | 0.02% | 0.13% | 0.72% | Q2 2013 | Q3 2023 | 42 |
Triangle Securities Wealth Management | 42 | 42 | 0.19% | 0.77% | 1.09% | Q2 2013 | Q3 2023 | 42 |
Prospera Financial Services Inc | 42 | 42 | 0.04% | 0.15% | 0.42% | Q2 2013 | Q3 2023 | 42 |
Hudock, Inc. | 42 | 42 | 0.04% | 0.12% | 0.69% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.09% | 0.19% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q4 2023 | 42 |
Newman Dignan & Sheerar, Inc. | 42 | 42 | 0.01% | 0.23% | 0.79% | Q2 2013 | Q3 2023 | 42 |
FDx Advisors, Inc. | 42 | 42 | 0.03% | 0.10% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Redmond Asset Management, LLC | 42 | 42 | 0.60% | 0.97% | 1.41% | Q2 2013 | Q3 2023 | 42 |
Colonial Trust Advisors | 42 | 42 | 0.04% | 0.37% | 0.99% | Q2 2013 | Q3 2023 | 42 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.03% | 0.08% | 0.18% | Q2 2013 | Q2 2023 | 41 |
Bollard Group LLC | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.02% | 0.05% | 0.07% | Q3 2013 | Q3 2023 | 41 |
FINANCIAL COUNSELORS INC | 28 | 13 | 0.19% | 0.51% | 0.78% | Q2 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 29 | 12 | 0.09% | 0.15% | 0.29% | Q2 2013 | Q3 2023 | 41 |
North Star Investment Management Corp. | 41 | 41 | 0.02% | 0.04% | 0.06% | Q3 2013 | Q3 2023 | 41 |
Vigilant Capital Management, LLC | 41 | 41 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2023 | 41 |
SG Americas Securities, LLC | 21 | 20 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 41 |
Capital Investment Advisors, LLC | 41 | 41 | 0.08% | 0.17% | 0.38% | Q4 2013 | Q4 2023 | 41 |
BOKF, NA | 32 | 9 | 0.02% | 0.09% | 0.24% | Q2 2013 | Q3 2023 | 41 |
Hayek Kallen Investment Management | 33 | 8 | 0.33% | 0.95% | 1.80% | Q2 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.09% | 0.19% | 0.34% | Q1 2013 | Q3 2023 | 41 |
MITCHELL SINKLER & STARR/PA | 41 | 41 | 0.07% | 0.50% | 0.92% | Q2 2013 | Q2 2023 | 41 |
SENTRY INVESTMENT MANAGEMENT LLC | 39 | 2 | 0.06% | 0.16% | 0.24% | Q2 2013 | Q3 2023 | 41 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 41 | 41 | 0.02% | 0.15% | 0.27% | Q2 2013 | Q2 2023 | 41 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 22 | 19 | 0.00% | 0.18% | 0.58% | Q2 2013 | Q3 2023 | 41 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 22 | 19 | 0.01% | 0.24% | 0.89% | Q2 2013 | Q3 2023 | 41 |
KING LUTHER CAPITAL MANAGEMENT CORP | 41 | 41 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2023 | 41 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.12% | 0.29% | Q4 2013 | Q3 2023 | 41 |
SUMITOMO LIFE INSURANCE CO | 41 | 41 | 0.02% | 0.19% | 0.32% | Q3 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.10% | 0.22% | 0.28% | Q3 2013 | Q3 2023 | 41 |
WESBANCO BANK INC | 30 | 11 | 0.24% | 0.69% | 0.95% | Q2 2013 | Q3 2023 | 41 |
HM PAYSON & CO | 22 | 19 | 0.02% | 0.17% | 0.34% | Q2 2013 | Q3 2023 | 41 |
Cetera Advisors LLC | 41 | 41 | 0.03% | 0.09% | 0.14% | Q3 2013 | Q3 2023 | 41 |
FUKOKU MUTUAL LIFE INSURANCE Co | 41 | 41 | 0.03% | 0.06% | 0.47% | Q2 2013 | Q2 2023 | 41 |
BRADLEY FOSTER & SARGENT INC/CT | 28 | 13 | 0.06% | 0.16% | 0.30% | Q2 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.02% | 0.08% | 0.19% | Q3 2013 | Q3 2023 | 41 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 40 | 1 | 0.02% | 0.11% | 0.46% | Q2 2010 | Q3 2023 | 41 |
OPUS INVESTMENT MANAGEMENT INC | 41 | 41 | 0.32% | 0.77% | 1.20% | Q2 2013 | Q2 2023 | 41 |
Raymond James Financial Services Advisors, Inc. | 37 | 4 | 0.03% | 0.15% | 0.48% | Q2 2013 | Q3 2023 | 41 |
OLD NATIONAL BANCORP /IN/ | 41 | 41 | 0.01% | 0.07% | 0.18% | Q3 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.02% | 0.12% | 0.16% | Q2 2013 | Q3 2023 | 41 |
BOSTON FAMILY OFFICE LLC | 41 | 41 | 0.02% | 0.29% | 0.40% | Q2 2013 | Q2 2023 | 41 |
PRIO WEALTH LIMITED PARTNERSHIP | 41 | 41 | 0.01% | 0.05% | 0.07% | Q2 2013 | Q2 2023 | 41 |
Focused Wealth Management, Inc | 41 | 41 | 0.01% | 0.02% | 0.06% | Q3 2013 | Q3 2023 | 41 |
Capital Investment Counsel, Inc | 41 | 41 | 0.07% | 0.13% | 0.21% | Q3 2013 | Q3 2023 | 41 |
WHITTIER TRUST CO | 30 | 11 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 41 |
PRUDENTIAL PLC | 33 | 7 | 0.01% | 0.19% | 0.75% | Q2 2013 | Q3 2023 | 40 |
Hilltop Holdings Inc. | 40 | 40 | 0.06% | 0.22% | 0.42% | Q4 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.05% | 0.13% | 0.18% | Q4 2013 | Q3 2023 | 40 |
Tradewinds Capital Management, LLC | 40 | 40 | 0.02% | 0.05% | 0.07% | Q4 2013 | Q3 2023 | 40 |
GIRARD PARTNERS LTD. | 40 | 40 | 0.02% | 0.35% | 0.89% | Q4 2013 | Q3 2023 | 40 |
Main Street Research LLC | 40 | 40 | 0.05% | 0.76% | 2.88% | Q2 2013 | Q1 2023 | 40 |
Heritage Wealth Advisors | 40 | 40 | 0.04% | 0.84% | 1.64% | Q4 2013 | Q3 2023 | 40 |
PEOPLES FINANCIAL SERVICES CORP. | 40 | 40 | 0.43% | 0.95% | 1.27% | Q4 2013 | Q3 2023 | 40 |
Capital World Investors | 40 | 40 | 0.00% | 0.16% | 0.53% | Q2 2013 | Q1 2023 | 40 |
FULTON BREAKEFIELD BROENNIMAN LLC | 23 | 17 | 0.02% | 0.98% | 1.95% | Q2 2013 | Q3 2023 | 40 |
Parsec Financial Management, Inc. | 40 | 40 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q1 2023 | 40 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 40 | 40 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2023 | 40 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 40 | 40 | 0.10% | 0.25% | 0.67% | Q2 2013 | Q1 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.10% | 0.20% | 0.27% | Q4 2013 | Q3 2023 | 40 |
First Fiduciary Investment Counsel, Inc. | 40 | 40 | 0.07% | 0.13% | 0.19% | Q2 2013 | Q1 2023 | 40 |
INVESTMENT HOUSE LLC | 40 | 40 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q1 2023 | 40 |
EASTERN BANK | 40 | 40 | 0.01% | 0.06% | 0.24% | Q2 2013 | Q1 2023 | 40 |
JENNISON ASSOCIATES LLC | 21 | 19 | 0.03% | 0.13% | 0.30% | Q2 2013 | Q3 2023 | 40 |
LINCOLN NATIONAL CORP | 40 | 40 | 0.01% | 0.07% | 0.17% | Q4 2013 | Q3 2023 | 40 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 11 | 0.04% | 0.28% | 0.42% | Q4 2013 | Q4 2023 | 40 |
Callahan Advisors, LLC | 40 | 40 | 0.08% | 0.84% | 1.48% | Q2 2013 | Q1 2023 | 40 |
Bragg Financial Advisors, Inc | 40 | 40 | 0.25% | 0.50% | 0.70% | Q4 2013 | Q3 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.10% | 0.22% | 0.28% | Q3 2013 | Q3 2023 | 40 |
Wills Financial Group, Inc. | 40 | 40 | 2.75% | 4.20% | 5.15% | Q4 2013 | Q3 2023 | 40 |
CITY HOLDING CO | 40 | 40 | 0.21% | 0.55% | 0.83% | Q4 2013 | Q3 2023 | 40 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q1 2017 | 40 |
Oakworth Capital, Inc. | 40 | 40 | 0.01% | 0.04% | 0.17% | Q4 2013 | Q3 2023 | 40 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.01% | 0.06% | 0.20% | Q1 2014 | Q3 2023 | 39 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.00% | 0.09% | 0.23% | Q1 2014 | Q3 2023 | 39 |
Parkside Financial Bank & Trust | 33 | 6 | 0.01% | 0.07% | 0.37% | Q2 2013 | Q3 2023 | 39 |
St. Johns Investment Management Company, LLC | 39 | 39 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 39 |
VAN ECK ASSOCIATES CORP | 39 | 39 | 0.01% | 0.15% | 0.47% | Q1 2014 | Q3 2023 | 39 |
Atlantic Union Bankshares Corp | 39 | 39 | 0.11% | 1.22% | 2.46% | Q1 2014 | Q3 2023 | 39 |
ENTERPRISE FINANCIAL SERVICES CORP | 39 | 39 | 0.03% | 0.06% | 0.18% | Q2 2013 | Q4 2022 | 39 |
SFE Investment Counsel | 39 | 39 | 0.08% | 0.20% | 0.39% | Q2 2013 | Q4 2022 | 39 |
EXCALIBUR MANAGEMENT CORP | 23 | 16 | 0.17% | 0.39% | 0.67% | Q2 2013 | Q3 2023 | 39 |
OLD REPUBLIC INTERNATIONAL CORP | 39 | 39 | 0.32% | 1.14% | 2.05% | Q4 2013 | Q2 2023 | 39 |
D'Orazio & Associates, Inc. | 39 | 39 | 0.05% | 0.13% | 0.27% | Q4 2013 | Q2 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.04% | 0.07% | 0.16% | Q1 2014 | Q3 2023 | 39 |
Blue Fin Capital, Inc. | 23 | 16 | 0.10% | 0.41% | 0.66% | Q4 2013 | Q3 2023 | 39 |
BRIGHTON JONES LLC | 26 | 13 | 0.01% | 0.06% | 0.11% | Q3 2013 | Q3 2023 | 39 |
Archford Capital Strategies, LLC | 39 | 39 | 0.10% | 0.37% | 0.82% | Q1 2014 | Q3 2023 | 39 |
Advisory Services Network, LLC | 27 | 12 | 0.02% | 0.06% | 0.16% | Q4 2013 | Q3 2023 | 39 |
FIRST NATIONAL BANK OF OMAHA | 39 | 39 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q4 2022 | 39 |
HALL LAURIE J TRUSTEE | 13 | 13 | 0.05% | 0.18% | 0.32% | Q2 2013 | Q3 2023 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.08% | 0.19% | 0.25% | Q1 2014 | Q3 2023 | 39 |
Perigon Wealth Management, LLC | 19 | 1 | 0.01% | 0.13% | 0.61% | Q3 2011 | Q2 2023 | 39 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.11% | 0.14% | 0.18% | Q2 2013 | Q4 2022 | 39 |
Avior Wealth Management, LLC | 39 | 39 | 0.01% | 0.03% | 0.11% | Q1 2014 | Q3 2023 | 39 |
Moors & Cabot, Inc. | 39 | 39 | 0.08% | 0.19% | 0.39% | Q1 2014 | Q3 2023 | 39 |
NORTH POINT PORTFOLIO MANAGERS CORP/OH | 39 | 39 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q4 2022 | 39 |
MAIRS & POWER INC | 38 | 38 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 38 |
ATWOOD & PALMER INC | 38 | 38 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2023 | 38 |
Gradient Investments LLC | 24 | 14 | 0.00% | 0.02% | 0.10% | Q1 2014 | Q3 2023 | 38 |
MIDDLETON & CO INC/MA | 38 | 38 | 0.04% | 0.08% | 0.13% | Q2 2013 | Q3 2022 | 38 |
Financial Architects, Inc | 25 | 2 | 0.05% | 0.09% | 0.17% | Q2 2013 | Q2 2023 | 38 |
Smith, Salley & Associates | 38 | 38 | 0.02% | 0.80% | 2.28% | Q2 2014 | Q3 2023 | 38 |
Lipe & Dalton | 38 | 38 | 0.03% | 0.14% | 0.24% | Q2 2013 | Q3 2022 | 38 |
State of New Jersey Common Pension Fund D | 38 | 38 | 0.08% | 0.16% | 0.35% | Q2 2014 | Q3 2023 | 38 |
Bath Savings Trust Co | 38 | 38 | 0.03% | 0.14% | 0.24% | Q2 2013 | Q3 2022 | 38 |
CAPE COD FIVE CENTS SAVINGS BANK | 37 | 1 | 0.01% | 0.10% | 0.19% | Q2 2013 | Q3 2023 | 38 |
DUPONT CAPITAL MANAGEMENT CORP | 27 | 11 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q4 2022 | 38 |
SADOFF INVESTMENT MANAGEMENT LLC | 38 | 38 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2022 | 38 |
NEW ENGLAND ASSET MANAGEMENT INC | 38 | 38 | 0.00% | 0.07% | 0.18% | Q2 2013 | Q3 2022 | 38 |
PRINCETON CAPITAL MANAGEMENT LLC | 23 | 15 | 0.09% | 0.46% | 2.07% | Q2 2013 | Q2 2023 | 38 |
Ipswich Investment Management Co., Inc. | 19 | 19 | 0.06% | 0.10% | 0.13% | Q3 2013 | Q1 2023 | 38 |
American Research & Management Co. | 38 | 38 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2022 | 38 |
Stratos Wealth Partners, LTD. | 38 | 38 | 0.04% | 0.16% | 0.30% | Q2 2014 | Q3 2023 | 38 |
Pekin Hardy Strauss, Inc. | 38 | 38 | 0.02% | 0.05% | 0.08% | Q1 2013 | Q2 2022 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.01% | 0.02% | 0.12% | Q2 2013 | Q3 2022 | 38 |
WEDBUSH SECURITIES INC | 38 | 38 | 0.02% | 0.23% | 0.66% | Q2 2014 | Q3 2023 | 38 |
Brookstone Capital Management | 36 | 2 | 0.03% | 0.13% | 0.43% | Q4 2013 | Q3 2023 | 38 |
Maryland Capital Management | 38 | 38 | 0.05% | 0.20% | 0.46% | Q2 2013 | Q3 2022 | 38 |
DOWLING & YAHNKE LLC | 38 | 38 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q3 2022 | 38 |
STONE RUN CAPITAL, LLC | 38 | 38 | 0.09% | 0.14% | 0.20% | Q3 2013 | Q4 2022 | 38 |
CRAWFORD INVESTMENT COUNSEL INC | 33 | 5 | 0.01% | 0.27% | 1.74% | Q2 2013 | Q3 2023 | 38 |
MONTAG A & ASSOCIATES INC | 36 | 2 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 38 |
Baldwin Investment Management, LLC | 38 | 38 | 0.04% | 0.15% | 0.24% | Q2 2013 | Q3 2022 | 38 |
REGENTATLANTIC CAPITAL LLC | 38 | 38 | 0.03% | 0.05% | 0.10% | Q2 2013 | Q3 2022 | 38 |
MOODY NATIONAL BANK TRUST DIVISION | 32 | 6 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 38 |
DODGE & COX | 33 | 2 | 0.00% | 0.04% | 0.56% | Q2 2013 | Q3 2023 | 38 |
JFS WEALTH ADVISORS, LLC | 38 | 38 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q3 2023 | 38 |
Sky Investment Group LLC | 33 | 2 | 0.11% | 0.42% | 0.90% | Q4 2013 | Q3 2023 | 38 |
Covington Capital Management | 38 | 38 | 0.23% | 0.34% | 0.49% | Q2 2013 | Q3 2022 | 38 |
DEARBORN PARTNERS LLC | 19 | 1 | 0.01% | 0.04% | 0.44% | Q2 2013 | Q2 2023 | 37 |
Estabrook Capital Management | 31 | 6 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q2 2023 | 37 |
PITCAIRN CO | 37 | 37 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q2 2022 | 37 |
MURPHY CAPITAL MANAGEMENT INC | 37 | 37 | 0.15% | 0.43% | 0.76% | Q2 2013 | Q2 2022 | 37 |
ROWLANDMILLER & PARTNERS.ADV | 37 | 37 | 0.09% | 0.15% | 0.30% | Q4 2014 | Q4 2023 | 37 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 16 | 5 | 0.01% | 0.11% | 0.40% | Q2 2013 | Q3 2023 | 37 |
ZWJ INVESTMENT COUNSEL INC | 33 | 2 | 0.01% | 0.03% | 0.04% | Q1 2014 | Q3 2023 | 37 |
United Asset Strategies, Inc. | 24 | 13 | 0.04% | 0.70% | 2.54% | Q2 2014 | Q3 2023 | 37 |
PEAK6 Investments LLC | 16 | 2 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q1 2023 | 37 |
D L CARLSON INVESTMENT GROUP INC | 33 | 4 | 0.04% | 0.30% | 0.85% | Q2 2013 | Q1 2023 | 37 |
TOTH FINANCIAL ADVISORY CORP | 37 | 37 | 0.08% | 0.45% | 1.14% | Q3 2014 | Q3 2023 | 37 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 19 | 2 | 0.00% | 0.09% | 0.60% | Q2 2013 | Q3 2023 | 37 |
SOMERVILLE KURT F | 37 | 37 | 0.05% | 0.17% | 0.36% | Q4 2012 | Q4 2021 | 37 |
HOWE & RUSLING INC | 36 | 1 | 0.00% | 0.17% | 2.06% | Q2 2013 | Q3 2022 | 37 |
Brown Advisory Securities, LLC | 37 | 37 | 0.10% | 0.27% | 0.37% | Q2 2013 | Q2 2022 | 37 |
GODSEY & GIBB, INC | 32 | 5 | 0.10% | 1.39% | 12.60% | Q2 2013 | Q3 2023 | 37 |
Squarepoint Ops LLC | 12 | 1 | 0.00% | 0.08% | 0.61% | Q1 2016 | Q3 2023 | 37 |
REAVES W H & CO INC | 29 | 8 | 0.01% | 2.44% | 4.26% | Q2 2013 | Q4 2022 | 37 |
Checchi Capital Advisers, LLC | 37 | 37 | 0.02% | 0.07% | 0.14% | Q1 2014 | Q1 2023 | 37 |
ALPS ADVISORS INC | 33 | 4 | 0.00% | 0.15% | 0.31% | Q3 2013 | Q3 2023 | 37 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 23 | 1 | 0.00% | 0.06% | 0.43% | Q2 2013 | Q3 2023 | 37 |
Tower Research Capital LLC (TRC) | 15 | 2 | 0.00% | 0.06% | 0.31% | Q3 2013 | Q3 2023 | 37 |
Gilman Hill Asset Management, LLC | 32 | 5 | 0.05% | 0.16% | 0.34% | Q2 2013 | Q3 2022 | 37 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 32 | 1 | 0.00% | 0.23% | 0.87% | Q2 2013 | Q2 2023 | 37 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 37 | 37 | 0.38% | 0.85% | 1.32% | Q2 2013 | Q2 2022 | 37 |
National Pension Service | 37 | 37 | 0.15% | 0.20% | 0.25% | Q3 2014 | Q3 2023 | 37 |
ClearBridge Investments | 37 | 37 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 37 |
GAMCO INVESTORS, INC. ET AL | 28 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2022 | 36 |
VICTORY CAPITAL MANAGEMENT INC | 34 | 1 | 0.00% | 0.04% | 0.08% | Q3 2013 | Q3 2023 | 36 |
Community Bank, N.A. | 36 | 36 | 0.15% | 0.62% | 0.90% | Q4 2014 | Q3 2023 | 36 |
IBM Retirement Fund | 36 | 36 | 0.13% | 0.20% | 0.28% | Q2 2013 | Q1 2022 | 36 |
SIGNATUREFD, LLC | 26 | 10 | 0.00% | 0.02% | 0.08% | Q2 2014 | Q3 2023 | 36 |
SVB WEALTH LLC | 36 | 36 | 0.01% | 0.21% | 0.39% | Q4 2014 | Q3 2023 | 36 |
Verition Fund Management LLC | 9 | 1 | 0.01% | 0.11% | 1.20% | Q1 2014 | Q3 2023 | 36 |
SASCO CAPITAL INC / CT/ | 36 | 36 | 2.98% | 4.38% | 5.68% | Q2 2013 | Q1 2022 | 36 |
Allworth Financial LP | 35 | 1 | 0.00% | 0.01% | 0.05% | Q2 2014 | Q3 2023 | 36 |
Mariner, LLC | 29 | 7 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 36 |
Glenview Trust Co | 28 | 1 | 0.02% | 0.08% | 0.14% | Q4 2008 | Q3 2023 | 36 |
Barrett Asset Management, LLC | 36 | 36 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q1 2022 | 36 |
ADVISOR PARTNERS LLC | 36 | 36 | 0.09% | 0.19% | 0.32% | Q3 2013 | Q2 2022 | 36 |
Baker Ellis Asset Management LLC | 34 | 2 | 0.04% | 0.16% | 0.29% | Q2 2013 | Q2 2022 | 36 |
PALLADIUM PARTNERS LLC | 36 | 36 | 0.39% | 0.54% | 0.86% | Q2 2013 | Q1 2022 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.02% | 0.04% | 0.08% | Q4 2014 | Q3 2023 | 36 |
Argent Trust Co | 36 | 36 | 0.10% | 0.25% | 0.39% | Q4 2014 | Q3 2023 | 36 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 36 | 36 | 0.00% | 0.50% | 3.07% | Q2 2013 | Q1 2022 | 36 |
Glassman Wealth Services | 36 | 36 | 0.01% | 0.08% | 0.24% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.07% | 0.12% | 0.19% | Q2 2013 | Q1 2022 | 36 |
Sigma Planning Corp | 36 | 36 | 0.06% | 0.13% | 0.49% | Q4 2014 | Q3 2023 | 36 |
Patten Group, Inc. | 36 | 36 | 0.17% | 0.41% | 0.64% | Q4 2014 | Q3 2023 | 36 |
Azimuth Capital Management LLC | 36 | 36 | 0.04% | 0.08% | 0.13% | Q2 2013 | Q1 2022 | 36 |
Riggs Asset Managment Co. Inc. | 24 | 12 | 0.03% | 0.06% | 0.12% | Q3 2014 | Q3 2023 | 36 |
Canal Capital Management, LLC | 36 | 36 | 0.12% | 0.84% | 1.74% | Q4 2014 | Q3 2023 | 36 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.02% | 0.11% | 0.21% | Q4 2014 | Q3 2023 | 36 |
People's United Financial, Inc. | 36 | 36 | 0.03% | 0.12% | 0.23% | Q2 2013 | Q1 2022 | 36 |
BRIDGES INVESTMENT MANAGEMENT INC | 35 | 35 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q2 2023 | 35 |
Iowa State Bank | 35 | 35 | 0.06% | 2.07% | 2.82% | Q2 2013 | Q4 2021 | 35 |
Wellington Shields Capital Management, LLC | 35 | 35 | 0.04% | 0.07% | 0.13% | Q2 2013 | Q4 2021 | 35 |
CADENCE BANK NA | 28 | 7 | 0.08% | 0.12% | 0.16% | Q2 2013 | Q2 2022 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.03% | 0.10% | 0.34% | Q1 2015 | Q3 2023 | 35 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.02% | 0.24% | 1.08% | Q2 2013 | Q4 2021 | 35 |
FIRST MIDWEST BANK TRUST DIVISION | 35 | 35 | 0.06% | 0.15% | 0.23% | Q2 2013 | Q4 2021 | 35 |
LAZARD ASSET MANAGEMENT LLC | 18 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 35 |
MILLER HOWARD INVESTMENTS INC /NY | 35 | 35 | 0.08% | 0.22% | 0.34% | Q1 2015 | Q3 2023 | 35 |
Pineno Levin & Ford Asset Management, Inc. | 35 | 35 | 1.16% | 1.74% | 2.68% | Q2 2013 | Q4 2021 | 35 |
HOLDERNESS INVESTMENTS CO | 31 | 4 | 0.13% | 0.28% | 0.54% | Q4 2014 | Q3 2023 | 35 |
Douglass Winthrop Advisors, LLC | 31 | 4 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2022 | 35 |
Employees Retirement System of Texas | 28 | 3 | 0.03% | 0.10% | 0.26% | Q2 2013 | Q1 2023 | 35 |
CHICAGO TRUST Co NA | 35 | 35 | 0.07% | 0.30% | 1.02% | Q1 2015 | Q3 2023 | 35 |
Twin Tree Management, LP | 11 | 1 | 0.00% | 0.05% | 0.40% | Q1 2013 | Q2 2023 | 35 |
TWO SIGMA ADVISERS, LP | 7 | 1 | 0.00% | 0.03% | 0.25% | Q2 2013 | Q3 2023 | 35 |
Voya Financial Advisors, Inc. | 35 | 35 | 0.04% | 0.16% | 0.31% | Q1 2015 | Q3 2023 | 35 |
Altavista Wealth Management, Inc. | 35 | 35 | 0.06% | 0.17% | 0.25% | Q2 2013 | Q4 2021 | 35 |
CULLINAN ASSOCIATES INC | 35 | 35 | 0.02% | 0.07% | 0.17% | Q1 2015 | Q3 2023 | 35 |
AMP Capital Investors Ltd | 35 | 35 | 0.09% | 0.17% | 0.32% | Q2 2013 | Q4 2021 | 35 |
Alberta Investment Management Corp | 19 | 16 | 0.01% | 0.11% | 0.27% | Q2 2013 | Q3 2023 | 35 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 23 | 12 | 0.12% | 0.43% | 1.68% | Q2 2013 | Q3 2023 | 35 |
TDAM USA INC. | 35 | 35 | 0.01% | 0.56% | 0.92% | Q2 2013 | Q4 2021 | 35 |
River Wealth Advisors LLC | 35 | 35 | 0.09% | 0.77% | 1.71% | Q1 2015 | Q3 2023 | 35 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.03% | 0.12% | 0.21% | Q2 2013 | Q4 2021 | 35 |
MCMILLION CAPITAL MANAGEMENT INC | 34 | 34 | 0.13% | 0.17% | 0.26% | Q1 2015 | Q2 2023 | 34 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 13 | 10 | 0.01% | 0.31% | 1.90% | Q2 2013 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.01% | 0.03% | 0.07% | Q2 2015 | Q3 2023 | 34 |
Morningstar Investment Services LLC | 34 | 34 | 0.17% | 0.73% | 1.58% | Q2 2015 | Q3 2023 | 34 |
EADS & HEALD WEALTH MANAGEMENT | 20 | 14 | 0.09% | 0.34% | 0.59% | Q2 2013 | Q2 2022 | 34 |
SECURITY NATIONAL TRUST CO | 34 | 34 | 0.40% | 0.75% | 1.05% | Q2 2013 | Q3 2021 | 34 |
EVERMAY WEALTH MANAGEMENT LLC | 27 | 7 | 0.02% | 0.18% | 0.42% | Q1 2014 | Q3 2023 | 34 |
OARSMAN CAPITAL, INC. | 27 | 1 | 0.10% | 0.24% | 0.42% | Q2 2013 | Q1 2022 | 34 |
FRANKLIN STREET ADVISORS INC /NC | 33 | 1 | 0.02% | 0.57% | 1.37% | Q1 2015 | Q3 2023 | 34 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 28 | 6 | 0.03% | 0.10% | 0.19% | Q2 2013 | Q3 2023 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.01% | 0.01% | 0.03% | Q4 2013 | Q1 2022 | 34 |
Alexandria Capital, LLC | 34 | 34 | 0.04% | 0.11% | 0.24% | Q2 2013 | Q3 2021 | 34 |
NEVILLE RODIE & SHAW INC | 26 | 8 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2022 | 34 |
PRIVATE ASSET MANAGEMENT INC | 32 | 2 | 0.03% | 0.04% | 0.06% | Q4 2013 | Q2 2022 | 34 |
Ashfield Capital Partners, LLC | 34 | 34 | 0.01% | 0.03% | 0.05% | Q2 2014 | Q3 2022 | 34 |
ROPES WEALTH ADVISORS LLC | 34 | 34 | 0.07% | 0.18% | 0.54% | Q1 2015 | Q2 2023 | 34 |
Andra AP-fonden | 22 | 1 | 0.03% | 0.24% | 0.50% | Q2 2013 | Q2 2023 | 34 |
FARR MILLER & WASHINGTON LLC/DC | 34 | 34 | 0.03% | 0.06% | 0.23% | Q2 2013 | Q3 2021 | 34 |
Private Wealth Partners, LLC | 31 | 3 | 0.04% | 0.12% | 0.17% | Q2 2013 | Q3 2023 | 34 |
GREENLEAF TRUST | 27 | 7 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 34 |
GAMBLE JONES INVESTMENT COUNSEL | 34 | 34 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2021 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.01% | 0.05% | 0.13% | Q2 2015 | Q3 2023 | 34 |
World Asset Management Inc | 34 | 34 | 0.12% | 0.17% | 0.24% | Q2 2013 | Q3 2021 | 34 |
Transamerica Financial Advisors, Inc. | 11 | 1 | 0.00% | 0.07% | 0.41% | Q2 2013 | Q3 2023 | 34 |
Endurance Wealth Management, Inc. | 33 | 33 | 0.00% | 0.16% | 0.53% | Q2 2015 | Q2 2023 | 33 |
Cowen Prime Services LLC | 33 | 33 | 0.02% | 0.06% | 0.17% | Q2 2013 | Q2 2021 | 33 |
COLONY GROUP LLC | 24 | 9 | 0.00% | 0.07% | 0.19% | Q4 2013 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.01% | 0.04% | 0.09% | Q4 2015 | Q4 2023 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q1 2022 | 33 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 19 | 14 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 33 |
Fiduciary Group LLC | 33 | 33 | 0.05% | 0.35% | 0.88% | Q3 2015 | Q3 2023 | 33 |
WHALEROCK POINT PARTNERS, LLC | 19 | 4 | 0.07% | 0.25% | 0.45% | Q4 2013 | Q3 2022 | 33 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 17 | 1 | 0.01% | 0.04% | 0.09% | Q1 2014 | Q4 2022 | 33 |
QS Investors, LLC | 33 | 33 | 0.01% | 0.11% | 0.30% | Q2 2013 | Q2 2021 | 33 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 33 | 33 | 1.22% | 1.58% | 1.99% | Q4 2014 | Q4 2022 | 33 |
Pacer Advisors, Inc. | 32 | 1 | 0.00% | 0.08% | 0.19% | Q4 2013 | Q3 2023 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.45% | 0.97% | 1.68% | Q2 2013 | Q2 2021 | 33 |
Princeton Portfolio Strategies Group LLC | 33 | 33 | 0.08% | 0.22% | 0.35% | Q2 2013 | Q2 2021 | 33 |
Wallington Asset Management, LLC | 32 | 32 | 0.46% | 0.85% | 1.14% | Q4 2015 | Q3 2023 | 32 |
ADVISORS MANAGEMENT GROUP INC /ADV | 32 | 32 | 0.13% | 0.93% | 1.73% | Q4 2015 | Q3 2023 | 32 |
AMICA MUTUAL INSURANCE CO | 15 | 4 | 0.02% | 0.25% | 0.37% | Q2 2013 | Q4 2021 | 32 |
First Personal Financial Services | 19 | 4 | 0.00% | 0.02% | 0.10% | Q4 2014 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.12% | 0.56% | 1.11% | Q1 2016 | Q4 2023 | 32 |
Modera Wealth Management, LLC | 20 | 5 | 0.01% | 0.04% | 0.11% | Q2 2014 | Q3 2023 | 32 |
NORTH AMERICAN MANAGEMENT CORP | 32 | 32 | 0.04% | 0.17% | 0.28% | Q2 2013 | Q1 2021 | 32 |
WASHINGTON TRUST BANK | 32 | 32 | 0.03% | 0.06% | 0.14% | Q1 2014 | Q4 2021 | 32 |
ROYAL LONDON ASSET MANAGEMENT LTD | 20 | 1 | 0.01% | 0.16% | 0.27% | Q2 2013 | Q3 2023 | 32 |
Blue Chip Partners, LLC | 32 | 32 | 0.02% | 0.80% | 2.80% | Q4 2014 | Q3 2022 | 32 |
WRAPMANAGER INC | 32 | 32 | 0.09% | 0.35% | 0.66% | Q4 2015 | Q3 2023 | 32 |
HERITAGE INVESTORS MANAGEMENT CORP | 18 | 5 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 32 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 18 | 3 | 0.07% | 0.33% | 0.64% | Q2 2013 | Q2 2023 | 32 |
BENEDICT FINANCIAL ADVISORS INC | 32 | 32 | 0.07% | 0.77% | 1.18% | Q4 2014 | Q3 2022 | 32 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 28 | 4 | 0.03% | 0.12% | 0.27% | Q2 2013 | Q4 2023 | 32 |
Jackson, Grant Investment Advisers, Inc. | 32 | 32 | 0.01% | 0.07% | 0.14% | Q4 2015 | Q3 2023 | 32 |
Thomasville National Bank | 27 | 1 | 0.06% | 0.88% | 2.27% | Q1 2015 | Q3 2023 | 32 |
Stadion Money Management, LLC | 32 | 32 | 0.02% | 0.05% | 0.13% | Q2 2013 | Q1 2021 | 32 |
Coastline Trust Co | 32 | 32 | 0.04% | 0.12% | 0.21% | Q4 2014 | Q3 2022 | 32 |
AMERICAN NATIONAL INSURANCE CO | 32 | 32 | 0.14% | 0.22% | 0.26% | Q2 2013 | Q1 2021 | 32 |
SMITH, MOORE & CO. | 32 | 32 | 0.04% | 0.17% | 0.26% | Q4 2015 | Q3 2023 | 32 |
ASSETMARK, INC | 32 | 32 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 32 |
First PREMIER Bank | 32 | 32 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 32 |
BOSTON FINANCIAL MANGEMENT LLC | 29 | 3 | 0.01% | 0.14% | 0.45% | Q2 2013 | Q3 2023 | 32 |
Renaissance Technologies | 13 | 2 | 0.00% | 0.08% | 0.26% | Q2 2013 | Q2 2023 | 32 |
Grove Bank & Trust | 32 | 32 | 0.17% | 0.48% | 1.00% | Q4 2015 | Q3 2023 | 32 |
Alpha Omega Wealth Management LLC | 32 | 32 | 0.36% | 0.64% | 1.05% | Q4 2015 | Q3 2023 | 32 |
Sheaff Brock Investment Advisors, LLC | 32 | 32 | 0.02% | 0.09% | 0.16% | Q4 2015 | Q3 2023 | 32 |
Bridge Creek Capital Management LLC | 32 | 32 | 1.07% | 1.67% | 2.11% | Q4 2015 | Q3 2023 | 32 |
American National Registered Investment Advisor, Inc. | 32 | 32 | 0.24% | 0.35% | 0.41% | Q2 2013 | Q1 2021 | 32 |
LS Investment Advisors, LLC | 32 | 32 | 0.08% | 0.14% | 0.18% | Q2 2013 | Q1 2021 | 32 |
Point72 Hong Kong Ltd | 9 | 1 | 0.00% | 0.10% | 0.71% | Q2 2016 | Q3 2022 | 32 |
Rothschild & Co Wealth Management UK Ltd | 31 | 31 | 0.00% | 0.02% | 0.07% | Q1 2014 | Q3 2021 | 31 |
JNBA Financial Advisors | 17 | 1 | 0.00% | 0.03% | 0.80% | Q2 2013 | Q3 2023 | 31 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 23 | 8 | 0.01% | 0.24% | 0.51% | Q2 2013 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.02% | 0.08% | 0.18% | Q4 2015 | Q3 2023 | 31 |
BAHL & GAYNOR INC | 31 | 31 | 0.00% | 0.05% | 0.26% | Q2 2013 | Q4 2020 | 31 |
Blue Edge Capital, LLC | 31 | 31 | 0.15% | 0.40% | 0.65% | Q1 2016 | Q3 2023 | 31 |
Private Wealth Advisors, Inc. | 31 | 31 | 0.11% | 0.20% | 0.42% | Q2 2013 | Q4 2020 | 31 |
PATTON ALBERTSON MILLER GROUP, LLC | 19 | 1 | 0.04% | 0.13% | 0.19% | Q2 2013 | Q4 2021 | 31 |
COHEN & STEERS, INC. | 22 | 4 | 0.00% | 0.19% | 0.36% | Q3 2013 | Q3 2023 | 31 |
Simmons Bank | 31 | 31 | 0.10% | 0.20% | 0.27% | Q1 2016 | Q3 2023 | 31 |
Trust Co | 24 | 7 | 0.00% | 0.03% | 0.08% | Q2 2015 | Q3 2023 | 31 |
CYPRESS ASSET MANAGEMENT INC/TX | 22 | 9 | 0.08% | 0.10% | 0.14% | Q2 2013 | Q4 2022 | 31 |
GLENVIEW STATE BANK TRUST DEPT. | 31 | 31 | 0.09% | 0.19% | 0.41% | Q4 2013 | Q2 2021 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.01% | 0.06% | 0.10% | Q1 2016 | Q3 2023 | 31 |
ST GERMAIN D J CO INC | 19 | 3 | 0.02% | 0.12% | 0.21% | Q4 2015 | Q4 2023 | 31 |
Meiji Yasuda Asset Management Co Ltd. | 31 | 31 | 0.03% | 0.18% | 0.30% | Q1 2016 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.05% | 0.15% | 0.20% | Q2 2013 | Q4 2020 | 31 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 31 | 31 | 0.14% | 0.51% | 1.40% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.07% | 0.21% | 0.44% | Q1 2016 | Q3 2023 | 31 |
NEXT Financial Group, Inc | 31 | 31 | 0.05% | 0.16% | 0.66% | Q2 2014 | Q4 2021 | 31 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 13 | 1 | 0.12% | 0.74% | 2.00% | Q2 2013 | Q2 2023 | 31 |
Asset Dedication, LLC | 24 | 7 | 0.01% | 0.05% | 0.16% | Q4 2015 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.09% | 0.14% | 0.18% | Q2 2013 | Q4 2020 | 31 |
HALL CAPITAL MANAGEMENT CO INC | 17 | 4 | 0.44% | 1.39% | 2.55% | Q4 2014 | Q3 2023 | 31 |
CI INVESTMENTS INC. | 17 | 13 | 0.00% | 0.23% | 0.79% | Q1 2014 | Q3 2023 | 30 |
FORSTA AP-FONDEN | 30 | 30 | 0.09% | 0.37% | 0.83% | Q2 2016 | Q3 2023 | 30 |
CITIZENS FINANCIAL GROUP INC/RI | 30 | 30 | 0.01% | 0.08% | 0.44% | Q4 2015 | Q1 2023 | 30 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 30 | 30 | 0.04% | 0.18% | 0.35% | Q2 2016 | Q3 2023 | 30 |
Mn Services Vermogensbeheer B.V. | 20 | 10 | 0.10% | 0.25% | 0.50% | Q1 2016 | Q3 2023 | 30 |
Capital Wealth Planning, LLC | 15 | 1 | 0.01% | 0.32% | 2.43% | Q3 2013 | Q2 2021 | 30 |
E&G Advisors, LP | 30 | 30 | 0.07% | 0.20% | 1.16% | Q1 2016 | Q2 2023 | 30 |
Simplicity Solutions, LLC | 29 | 1 | 0.02% | 0.13% | 0.46% | Q4 2015 | Q3 2023 | 30 |
Chicago Partners Investment Group LLC | 30 | 30 | 0.01% | 0.04% | 0.09% | Q2 2016 | Q3 2023 | 30 |
Candriam S.C.A. | 18 | 11 | 0.00% | 0.05% | 0.16% | Q4 2014 | Q4 2022 | 30 |
INGALLS & SNYDER LLC | 30 | 30 | 0.03% | 0.27% | 0.53% | Q2 2016 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.08% | 0.12% | 0.22% | Q2 2013 | Q3 2020 | 30 |
NewEdge Advisors, LLC | 30 | 30 | 0.02% | 0.06% | 0.16% | Q2 2016 | Q3 2023 | 30 |
Rehmann Capital Advisory Group | 15 | 15 | 0.02% | 0.06% | 0.11% | Q1 2016 | Q3 2023 | 30 |
Amica Retiree Medical Trust | 15 | 4 | 0.18% | 0.26% | 0.34% | Q4 2013 | Q4 2021 | 30 |
Magellan Asset Management Ltd | 30 | 30 | 0.06% | 0.51% | 2.12% | Q2 2016 | Q3 2023 | 30 |
WADE G W & INC | 16 | 14 | 0.01% | 0.04% | 0.08% | Q1 2015 | Q4 2022 | 30 |
Barnett & Company, Inc. | 27 | 3 | 0.03% | 0.10% | 0.21% | Q2 2013 | Q3 2022 | 30 |
Steigerwald, Gordon & Koch Inc. | 30 | 30 | 0.20% | 1.71% | 2.70% | Q2 2016 | Q3 2023 | 30 |
TAURUS ASSET MANAGEMENT, LLC | 30 | 30 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q3 2020 | 30 |
Marble Harbor Investment Counsel, LLC | 27 | 3 | 0.02% | 0.07% | 0.11% | Q2 2013 | Q3 2022 | 30 |
CHARTER RESEARCH & INVESTMENT GROUP, INC. | 22 | 8 | 0.19% | 0.38% | 0.47% | Q4 2014 | Q1 2023 | 30 |
LifePlan Financial Group, Inc | 30 | 30 | 0.08% | 0.20% | 0.26% | Q2 2013 | Q3 2020 | 30 |
Cetera Investment Advisers | 28 | 2 | 0.03% | 0.07% | 0.15% | Q1 2016 | Q3 2023 | 30 |
A. D. Beadell Investment Counsel, Inc. | 29 | 29 | 0.32% | 1.02% | 3.18% | Q2 2013 | Q2 2020 | 29 |
CADENCE CAPITAL MANAGEMENT LLC | 29 | 29 | 0.02% | 0.13% | 0.43% | Q3 2013 | Q3 2020 | 29 |
Motley Fool Wealth Management, LLC | 29 | 29 | 0.04% | 0.12% | 0.17% | Q2 2016 | Q2 2023 | 29 |
NORRIS PERNE & FRENCH LLP/MI | 27 | 2 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q3 2020 | 29 |
St. James Investment Company, LLC | 29 | 29 | 0.06% | 3.26% | 8.54% | Q4 2015 | Q4 2022 | 29 |
Essex Financial Services, Inc. | 13 | 1 | 0.02% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 29 |
First Financial Bank - Trust Division | 23 | 2 | 0.03% | 0.09% | 0.26% | Q1 2013 | Q3 2020 | 29 |
CIBC WORLD MARKETS CORP | 28 | 1 | 0.01% | 0.08% | 0.32% | Q4 2013 | Q3 2023 | 29 |
Atria Investments, Inc | 29 | 29 | 0.08% | 0.13% | 0.29% | Q3 2016 | Q3 2023 | 29 |
Covington Investment Advisors Inc. | 29 | 29 | 0.45% | 0.84% | 1.27% | Q2 2013 | Q2 2020 | 29 |
1832 Asset Management L.P. | 29 | 29 | 0.00% | 0.07% | 0.29% | Q2 2016 | Q2 2023 | 29 |
OPTIMUM INVESTMENT ADVISORS | 24 | 1 | 0.01% | 0.04% | 0.08% | Q4 2013 | Q4 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.01% | 0.04% | 0.12% | Q4 2013 | Q4 2020 | 29 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 28 | 1 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q1 2021 | 29 |
FORT PITT CAPITAL GROUP, LLC | 29 | 29 | 0.01% | 0.05% | 0.08% | Q4 2015 | Q4 2022 | 29 |
ZEKE CAPITAL ADVISORS, LLC | 12 | 2 | 0.02% | 0.17% | 0.41% | Q2 2013 | Q4 2022 | 29 |
Perpetual Ltd | 11 | 1 | 0.00% | 0.08% | 0.65% | Q1 2013 | Q3 2023 | 29 |
MV CAPITAL MANAGEMENT, INC. | 28 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 29 |
Cornerstone Advisory, LLC | 29 | 29 | 0.09% | 0.19% | 0.40% | Q3 2016 | Q3 2023 | 29 |
Point View Wealth Management, Inc. | 29 | 29 | 0.08% | 0.27% | 0.45% | Q4 2013 | Q4 2020 | 29 |
State of Alaska, Department of Revenue | 29 | 29 | 0.03% | 0.14% | 0.42% | Q3 2016 | Q3 2023 | 29 |
Cable Hill Partners, LLC | 18 | 11 | 0.00% | 0.06% | 0.28% | Q4 2014 | Q1 2023 | 29 |
STRALEM & CO INC | 29 | 29 | 2.70% | 3.16% | 3.67% | Q2 2013 | Q2 2020 | 29 |
Rodgers Brothers Inc. | 29 | 29 | 0.07% | 0.23% | 0.43% | Q3 2015 | Q3 2022 | 29 |
Snowden Capital Advisors LLC | 12 | 8 | 0.01% | 0.09% | 0.26% | Q1 2016 | Q3 2023 | 29 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.09% | 0.15% | 0.22% | Q4 2016 | Q3 2023 | 28 |
Fiduciary Trust Co International of Pennsylvania | 28 | 28 | 0.38% | 0.69% | 1.00% | Q2 2013 | Q1 2020 | 28 |
Capital Investment Advisory Services, LLC | 28 | 28 | 0.15% | 0.47% | 0.87% | Q4 2016 | Q3 2023 | 28 |
Apriem Advisors | 16 | 1 | 0.01% | 0.27% | 0.84% | Q2 2013 | Q1 2023 | 28 |
Beaumont Financial Partners, LLC | 14 | 14 | 0.02% | 0.26% | 0.96% | Q2 2015 | Q2 2022 | 28 |
Zimmer Partners, LP | 11 | 1 | 0.10% | 2.02% | 8.74% | Q3 2013 | Q3 2023 | 28 |
Ledyard National Bank | 28 | 28 | 0.02% | 0.18% | 0.61% | Q2 2013 | Q1 2020 | 28 |
Aldebaran Financial Inc. | 23 | 5 | 0.18% | 1.37% | 2.42% | Q4 2013 | Q4 2020 | 28 |
ING GROEP NV | 10 | 1 | 0.00% | 0.04% | 0.17% | Q2 2013 | Q3 2023 | 28 |
WINDWARD CAPITAL MANAGEMENT CO /CA | 28 | 28 | 0.05% | 0.27% | 0.45% | Q1 2016 | Q4 2022 | 28 |
FIRST MERCHANTS CORP | 25 | 3 | 0.06% | 0.10% | 0.20% | Q2 2016 | Q3 2023 | 28 |
OAKBROOK INVESTMENTS LLC | 28 | 28 | 0.09% | 0.17% | 0.59% | Q2 2013 | Q1 2020 | 28 |
Ancora Advisors LLC | 28 | 28 | 0.02% | 0.06% | 0.09% | Q4 2016 | Q3 2023 | 28 |
QCI ASSET MANAGEMENT INC/NY | 28 | 28 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2020 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.03% | 0.07% | Q4 2016 | Q3 2023 | 28 |
ETRADE Capital Management LLC | 24 | 4 | 0.01% | 0.07% | 0.14% | Q2 2013 | Q3 2020 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.08% | 0.20% | 0.35% | Q4 2016 | Q3 2023 | 28 |
First Bank & Trust | 28 | 28 | 0.32% | 1.20% | 1.94% | Q4 2016 | Q3 2023 | 28 |
Armor Investment Advisors, LLC | 28 | 28 | 0.42% | 1.25% | 1.87% | Q4 2016 | Q3 2023 | 28 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 28 | 0.00% | 0.04% | 0.14% | Q4 2016 | Q3 2023 | 28 |
Patriot Financial Group Insurance Agency, LLC | 28 | 28 | 0.01% | 0.05% | 0.11% | Q4 2016 | Q3 2023 | 28 |
Good Life Advisors, LLC | 28 | 28 | 0.06% | 0.20% | 0.40% | Q4 2016 | Q3 2023 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.03% | 0.33% | 2.49% | Q4 2016 | Q3 2023 | 28 |
Radnor Capital Management, LLC | 28 | 28 | 0.19% | 0.76% | 1.54% | Q4 2016 | Q3 2023 | 28 |
Assenagon Asset Management S.A. | 28 | 28 | 0.00% | 0.03% | 0.12% | Q4 2016 | Q3 2023 | 28 |
Independent Advisor Alliance | 28 | 28 | 0.00% | 0.44% | 1.16% | Q4 2016 | Q3 2023 | 28 |
Farmers & Merchants Trust Co of Chambersburg PA | 28 | 28 | 0.03% | 0.11% | 0.19% | Q4 2016 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.00% | 0.11% | 0.40% | Q4 2016 | Q3 2023 | 28 |
Fiera Capital Corp | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2020 | 28 |
FIRST CITIZENS BANK & TRUST CO | 22 | 2 | 0.02% | 0.09% | 0.20% | Q2 2013 | Q3 2023 | 28 |
AE Wealth Management LLC | 28 | 28 | 0.05% | 0.16% | 0.57% | Q4 2016 | Q3 2023 | 28 |
Mercer Capital Advisers, Inc. | 28 | 28 | 0.15% | 0.24% | 0.36% | Q4 2014 | Q3 2021 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.02% | 0.11% | 0.26% | Q4 2016 | Q3 2023 | 28 |
CAMDEN NATIONAL BANK | 28 | 28 | 0.05% | 0.08% | 0.09% | Q4 2016 | Q3 2023 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.16% | 0.22% | 0.33% | Q4 2016 | Q3 2023 | 28 |
HAP Trading, LLC | 11 | 1 | 0.00% | 0.02% | 0.18% | Q2 2013 | Q3 2023 | 28 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 20 | 8 | 0.01% | 0.17% | 0.39% | Q4 2013 | Q1 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.07% | 0.14% | 0.71% | Q4 2016 | Q3 2023 | 28 |
RBO & CO LLC | 28 | 28 | 1.03% | 2.47% | 3.44% | Q4 2016 | Q3 2023 | 28 |
SHEETS SMITH WEALTH MANAGEMENT | 28 | 28 | 0.05% | 0.15% | 0.24% | Q4 2016 | Q3 2023 | 28 |
STEWART & PATTEN CO LLC | 20 | 2 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q3 2020 | 28 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 27 | 1 | 0.01% | 0.06% | 0.52% | Q2 2013 | Q4 2020 | 28 |
DUBUQUE BANK & TRUST CO | 24 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2022 | 28 |
JARISLOWSKY, FRASER Ltd | 28 | 28 | 0.01% | 0.06% | 0.11% | Q4 2016 | Q3 2023 | 28 |
ACG Wealth | 28 | 28 | 0.06% | 0.11% | 0.25% | Q4 2015 | Q3 2022 | 28 |
CWM, LLC | 20 | 8 | 0.00% | 0.14% | 0.25% | Q3 2016 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 28 |
Municipal Employees' Retirement System of Michigan | 20 | 7 | 0.02% | 0.10% | 0.16% | Q3 2013 | Q2 2020 | 27 |
Baystate Wealth Management LLC | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
First Command Financial Services, Inc. | 27 | 27 | 0.02% | 0.26% | 0.54% | Q4 2016 | Q2 2023 | 27 |
First Command Bank | 27 | 27 | 0.08% | 0.29% | 0.54% | Q4 2016 | Q2 2023 | 27 |
BP PLC | 21 | 2 | 0.05% | 0.18% | 0.28% | Q1 2014 | Q2 2021 | 27 |
Somerset Trust Co | 22 | 5 | 0.00% | 0.02% | 0.11% | Q4 2013 | Q4 2022 | 27 |
Private Ocean, LLC | 17 | 10 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2021 | 27 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 13 | 7 | 0.02% | 0.25% | 0.79% | Q1 2014 | Q2 2021 | 27 |
Balentine LLC | 9 | 1 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q3 2023 | 27 |
Whitnell & Co. | 27 | 27 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q4 2019 | 27 |
Meridian Wealth Management, LLC | 27 | 27 | 0.03% | 0.24% | 0.46% | Q1 2017 | Q3 2023 | 27 |
GRANDFIELD & DODD, LLC | 27 | 27 | 0.03% | 0.62% | 1.65% | Q2 2013 | Q4 2019 | 27 |
SevenBridge Financial Group, LLC | 27 | 27 | 0.14% | 0.48% | 0.99% | Q2 2016 | Q4 2022 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.06% | 0.09% | 0.13% | Q2 2013 | Q4 2019 | 27 |
THOMPSON DAVIS & CO., INC. | 20 | 7 | 0.21% | 0.44% | 0.77% | Q4 2013 | Q2 2023 | 27 |
ELCO Management Co., LLC | 27 | 27 | 0.17% | 0.83% | 1.38% | Q3 2016 | Q1 2023 | 27 |
Richard Bernstein Advisors LLC | 19 | 8 | 0.03% | 0.30% | 0.74% | Q2 2013 | Q3 2023 | 27 |
Homrich & Berg | 16 | 11 | 0.01% | 0.03% | 0.06% | Q3 2014 | Q3 2021 | 27 |
Curbstone Financial Management Corp | 17 | 1 | 0.08% | 0.13% | 0.21% | Q1 2014 | Q3 2022 | 27 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 27 | 27 | 0.47% | 1.15% | 1.56% | Q4 2016 | Q2 2023 | 27 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.24% | 0.41% | Q2 2013 | Q3 2019 | 27 |
SYMONS CAPITAL MANAGEMENT INC | 27 | 27 | 3.29% | 4.33% | 5.76% | Q1 2015 | Q3 2021 | 27 |
Cerity Partners LLC | 25 | 2 | 0.02% | 0.11% | 0.43% | Q4 2016 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.02% | 0.11% | 0.22% | Q4 2016 | Q3 2023 | 27 |
FLAGSHIP HARBOR ADVISORS, LLC | 27 | 27 | 0.02% | 0.08% | 0.19% | Q1 2017 | Q3 2023 | 27 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 27 | 27 | 0.62% | 1.01% | 1.60% | Q2 2013 | Q4 2019 | 27 |
LUMINUS MANAGEMENT LLC | 15 | 1 | 0.01% | 1.64% | 4.57% | Q2 2013 | Q4 2021 | 27 |
LOOMIS SAYLES & CO L P | 10 | 2 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q2 2023 | 27 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 13 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 27 |
FMA ADVISORY INC | 19 | 1 | 0.20% | 0.55% | 1.38% | Q2 2013 | Q3 2021 | 27 |
Van Hulzen Asset Management, LLC | 27 | 27 | 0.04% | 1.12% | 2.17% | Q2 2016 | Q4 2022 | 27 |
SEGALL BRYANT & HAMILL, LLC | 20 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2023 | 27 |
ROTHSCHILD INVESTMENT LLC /IL | 22 | 5 | 0.03% | 0.18% | 0.65% | Q3 2013 | Q3 2023 | 27 |
CLEARARC CAPITAL INC | 27 | 27 | 0.17% | 0.33% | 1.19% | Q2 2013 | Q4 2019 | 27 |
Pacific Center for Financial Services | 24 | 3 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 27 |
GREAT LAKES ADVISORS, LLC | 27 | 27 | 0.01% | 0.30% | 1.19% | Q2 2013 | Q4 2019 | 27 |
Connor, Clark & Lunn Investment Management Ltd. | 13 | 2 | 0.01% | 0.06% | 0.18% | Q1 2014 | Q3 2023 | 27 |
BARINGS LLC | 17 | 10 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2020 | 27 |
Vident Investment Advisory, LLC | 20 | 1 | 0.00% | 0.06% | 0.28% | Q1 2015 | Q2 2023 | 27 |
COURIER CAPITAL LLC | 16 | 1 | 0.02% | 0.04% | 0.16% | Q4 2014 | Q3 2023 | 27 |
RATIONAL ADVISORS LLC | 11 | 1 | 0.01% | 0.12% | 1.02% | Q1 2009 | Q2 2022 | 27 |
Sequoia Financial Advisors, LLC | 19 | 8 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.03% | 0.07% | 0.13% | Q1 2017 | Q3 2023 | 27 |
SCHALLER INVESTMENT GROUP INC | 18 | 8 | 0.21% | 0.26% | 0.49% | Q2 2013 | Q4 2019 | 26 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 26 | 26 | 0.01% | 0.12% | 0.26% | Q2 2017 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.07% | 0.13% | 0.17% | Q2 2013 | Q3 2019 | 26 |
ACADIAN ASSET MANAGEMENT LLC | 13 | 1 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2023 | 26 |
SMITH CHAS P & ASSOCIATES PA CPAS | 13 | 1 | 0.02% | 0.03% | 0.05% | Q2 2014 | Q2 2022 | 26 |
Probity Advisors, Inc. | 18 | 8 | 0.05% | 0.10% | 0.15% | Q2 2016 | Q4 2022 | 26 |
IBERIABANK CORP | 15 | 11 | 0.07% | 0.12% | 0.22% | Q1 2013 | Q2 2020 | 26 |
FLIPPIN BRUCE & PORTER INC | 16 | 10 | 0.05% | 0.42% | 1.44% | Q2 2013 | Q3 2020 | 26 |
SUMMIT FINANCIAL GROUP, INC. | 26 | 26 | 0.12% | 0.41% | 1.10% | Q2 2017 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.04% | 0.11% | 0.30% | Q3 2016 | Q3 2023 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.00% | 0.08% | 0.16% | Q2 2013 | Q3 2019 | 26 |
Skandinaviska Enskilda Banken AB (publ) | 24 | 2 | 0.00% | 0.06% | 0.16% | Q4 2015 | Q2 2022 | 26 |
SeaBridge Investment Advisors LLC | 26 | 26 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 26 |
YHB Investment Advisors, Inc. | 26 | 26 | 0.02% | 0.07% | 0.12% | Q1 2015 | Q2 2021 | 26 |
Alpha Cubed Investments, LLC | 17 | 2 | 0.02% | 0.04% | 0.24% | Q4 2013 | Q3 2023 | 26 |
Meiji Yasuda Life Insurance Co | 14 | 5 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q4 2022 | 26 |
Financial Engines Advisors L.L.C. | 25 | 1 | 0.00% | 8.19% | 22.75% | Q2 2013 | Q2 2023 | 26 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 26 | 26 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2019 | 26 |
NICHOLS & PRATT ADVISERS LLP /MA | 26 | 26 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2019 | 26 |
Summit Asset Management, LLC | 26 | 26 | 0.08% | 0.13% | 0.17% | Q2 2017 | Q3 2023 | 26 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 22 | 4 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2019 | 26 |
Tredje AP-fonden | 15 | 2 | 0.00% | 0.04% | 0.26% | Q2 2015 | Q3 2023 | 26 |
FormulaFolio Investments, LLC | 25 | 1 | 0.00% | 0.08% | 0.23% | Q4 2014 | Q2 2021 | 26 |
PARK AVENUE SECURITIES LLC | 26 | 26 | 0.03% | 0.09% | 0.20% | Q2 2017 | Q3 2023 | 26 |
BALYASNY ASSET MANAGEMENT L.P. | 10 | 1 | 0.00% | 0.17% | 0.68% | Q4 2013 | Q3 2023 | 26 |
ROCKLAND TRUST CO | 13 | 2 | 0.01% | 0.04% | 0.07% | Q4 2013 | Q2 2022 | 26 |
GW HENSSLER & ASSOCIATES LTD | 25 | 25 | 0.52% | 1.15% | 2.03% | Q3 2017 | Q3 2023 | 25 |
WILLIAMS JONES & ASSOCIATES LLC | 25 | 25 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q2 2019 | 25 |
Sunbelt Securities, Inc. | 25 | 25 | 0.04% | 0.22% | 0.53% | Q3 2017 | Q3 2023 | 25 |
CIM INVESTMENT MANAGEMENT INC | 25 | 25 | 0.14% | 0.23% | 0.41% | Q4 2015 | Q4 2021 | 25 |
Burt Wealth Advisors | 25 | 25 | 0.02% | 0.07% | 0.12% | Q4 2014 | Q4 2020 | 25 |
ProVise Management Group, LLC | 25 | 25 | 0.04% | 0.22% | 0.39% | Q2 2017 | Q2 2023 | 25 |
Kimelman & Baird, LLC | 9 | 1 | 0.03% | 0.06% | 0.07% | Q2 2013 | Q2 2021 | 25 |
Sonora Investment Management, LLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2021 | 25 |
CIBC WORLD MARKET INC. | 19 | 5 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2022 | 25 |
GAM Holding AG | 25 | 25 | 0.03% | 0.08% | 0.17% | Q2 2013 | Q2 2019 | 25 |
Joel Isaacson & Co., LLC | 13 | 12 | 0.01% | 0.04% | 0.11% | Q4 2013 | Q3 2023 | 25 |
abrdn plc | 25 | 25 | 0.02% | 0.06% | 0.15% | Q3 2017 | Q3 2023 | 25 |
Bogart Wealth, LLC | 25 | 25 | 0.02% | 0.47% | 1.41% | Q3 2017 | Q3 2023 | 25 |
TIAA, FSB | 25 | 25 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q2 2023 | 25 |
McKinley Carter Wealth Services, Inc. | 16 | 1 | 0.02% | 0.14% | 0.26% | Q4 2013 | Q3 2022 | 25 |
Summit X, LLC | 25 | 25 | 0.09% | 0.26% | 0.46% | Q2 2017 | Q2 2023 | 25 |
CAPTRUST FINANCIAL ADVISORS | 25 | 25 | 0.00% | 0.08% | 0.15% | Q3 2017 | Q3 2023 | 25 |
Norway Savings Bank | 25 | 25 | 0.05% | 0.10% | 0.30% | Q4 2016 | Q4 2022 | 25 |
Jacobi Capital Management LLC | 25 | 25 | 0.00% | 0.10% | 0.16% | Q3 2017 | Q3 2023 | 25 |
Corient Capital Partners, LLC | 25 | 25 | 0.32% | 0.60% | 0.96% | Q3 2016 | Q3 2022 | 25 |
Wealthcare Advisory Partners LLC | 25 | 25 | 0.03% | 0.11% | 0.26% | Q3 2017 | Q3 2023 | 25 |
USCA RIA LLC | 24 | 24 | 0.00% | 0.34% | 0.93% | Q3 2015 | Q2 2021 | 25 |
Horan Securities, Inc. | 11 | 1 | 0.01% | 0.03% | 0.10% | Q3 2016 | Q2 2023 | 25 |
TUDOR INVESTMENT CORP ET AL | 8 | 1 | 0.01% | 0.03% | 0.09% | Q1 2016 | Q3 2023 | 25 |
CHEMICAL BANK | 25 | 25 | 0.14% | 0.21% | 0.28% | Q2 2013 | Q2 2019 | 25 |
BEACH INVESTMENT COUNSEL INC/PA | 18 | 3 | 0.02% | 0.36% | 1.38% | Q1 2013 | Q3 2022 | 25 |
CAPITAL MANAGEMENT CORP /VA | 20 | 1 | 0.05% | 0.10% | 0.16% | Q2 2013 | Q2 2020 | 25 |
HOWLAND CAPITAL MANAGEMENT LLC | 25 | 25 | 0.02% | 0.02% | 0.03% | Q1 2014 | Q1 2020 | 25 |
Moisand Fitzgerald Tamayo, LLC | 23 | 2 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2023 | 25 |
GRIFFIN ASSET MANAGEMENT, INC. | 14 | 11 | 0.04% | 0.63% | 1.54% | Q2 2013 | Q3 2020 | 25 |
South Dakota Investment Council | 25 | 25 | 0.03% | 0.06% | 0.09% | Q3 2017 | Q3 2023 | 25 |
Pensionfund Sabic | 23 | 2 | 0.00% | 0.55% | 0.77% | Q1 2016 | Q4 2023 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.00% | 1.88% | 5.50% | Q2 2013 | Q2 2019 | 25 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.07% | 0.23% | Q4 2017 | Q3 2023 | 24 |
Taylor Hoffman Wealth Management | 24 | 24 | 0.42% | 2.11% | 3.76% | Q4 2017 | Q3 2023 | 24 |
WHITENER CAPITAL MANAGEMENT, INC. | 24 | 24 | 0.34% | 0.70% | 0.98% | Q4 2017 | Q3 2023 | 24 |
RELIANCE TRUST CO OF DELAWARE | 24 | 24 | 0.05% | 0.14% | 0.20% | Q2 2013 | Q1 2019 | 24 |
Reliant Investment Management, LLC | 24 | 24 | 0.20% | 0.49% | 0.71% | Q4 2013 | Q3 2019 | 24 |
Integrated Wealth Concepts LLC | 24 | 24 | 0.02% | 0.11% | 0.37% | Q4 2017 | Q3 2023 | 24 |
CAPITAL ADVISORS INC/OK | 23 | 1 | 0.01% | 0.66% | 1.06% | Q1 2017 | Q2 2023 | 24 |
TCW GROUP INC | 24 | 24 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q1 2019 | 24 |
WHEATLAND ADVISORS INC | 24 | 24 | 0.18% | 0.29% | 1.82% | Q4 2013 | Q3 2019 | 24 |
Horizon Investments, LLC | 13 | 1 | 0.01% | 0.03% | 0.09% | Q4 2016 | Q3 2023 | 24 |
MACKENZIE FINANCIAL CORP | 24 | 24 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Strategic Advisors LLC | 24 | 24 | 0.13% | 0.50% | 1.40% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.10% | 0.18% | 0.30% | Q4 2017 | Q3 2023 | 24 |
Quantitative Investment Management, LLC | 8 | 1 | 0.02% | 0.28% | 0.76% | Q3 2013 | Q2 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.09% | 0.36% | 0.49% | Q4 2017 | Q3 2023 | 24 |
Northwest Bancshares, Inc. | 24 | 24 | 0.06% | 0.21% | 0.36% | Q4 2017 | Q3 2023 | 24 |
BEACON FINANCIAL GROUP | 24 | 24 | 0.07% | 0.65% | 1.76% | Q1 2017 | Q4 2022 | 24 |
MACNEALY HOOVER INVESTMENT MANAGEMENT INC | 24 | 24 | 0.37% | 0.46% | 0.55% | Q4 2013 | Q3 2019 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 24 | 24 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 24 |
HighPoint Advisor Group LLC | 23 | 1 | 0.07% | 0.17% | 0.26% | Q1 2016 | Q2 2022 | 24 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.03% | 0.04% | 0.08% | Q2 2013 | Q1 2019 | 24 |
AT Bancorp | 24 | 24 | 0.04% | 0.12% | 0.86% | Q2 2013 | Q1 2019 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.07% | 0.15% | 0.22% | Q4 2017 | Q3 2023 | 24 |
Energy Income Partners, LLC | 12 | 12 | 0.02% | 1.44% | 2.98% | Q2 2013 | Q3 2022 | 24 |
Cornell Pochily Investment Advisors, Inc. | 24 | 24 | 0.27% | 1.10% | 1.68% | Q4 2017 | Q3 2023 | 24 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 24 | 24 | 0.05% | 0.07% | 0.19% | Q4 2013 | Q3 2019 | 24 |
PLIMOTH TRUST CO LLC | 24 | 24 | 0.17% | 0.42% | 0.67% | Q4 2017 | Q3 2023 | 24 |
BDO Wealth Advisors, LLC | 21 | 3 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q2 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.10% | 0.13% | 0.20% | Q2 2013 | Q1 2019 | 24 |
West Oak Capital, LLC | 17 | 7 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 24 |
CSS LLC/IL | 7 | 1 | 0.00% | 0.05% | 0.27% | Q3 2014 | Q4 2021 | 24 |
D.B. Root & Company, LLC | 24 | 24 | 0.28% | 0.54% | 1.16% | Q4 2017 | Q3 2023 | 24 |
Financial Management Professionals, Inc. | 23 | 1 | 0.01% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.03% | 0.09% | 0.36% | Q4 2017 | Q3 2023 | 24 |
Slow Capital, Inc. | 24 | 24 | 0.24% | 0.49% | 0.80% | Q4 2017 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.04% | 0.11% | 0.17% | Q4 2017 | Q3 2023 | 24 |
1834 INVESTMENT ADVISORS CO | 24 | 24 | 0.01% | 0.15% | 0.80% | Q4 2017 | Q3 2023 | 24 |
Verdence Capital Advisors LLC | 24 | 24 | 0.06% | 0.25% | 0.47% | Q4 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.07% | 0.10% | 0.16% | Q2 2013 | Q1 2019 | 24 |
HoyleCohen, LLC | 24 | 24 | 0.34% | 1.09% | 1.93% | Q4 2017 | Q3 2023 | 24 |
Seneca House Advisors | 24 | 24 | 0.24% | 2.16% | 4.06% | Q4 2017 | Q3 2023 | 24 |
Baltimore-Washington Financial Advisors, Inc. | 13 | 11 | 0.02% | 0.39% | 1.01% | Q4 2013 | Q3 2023 | 24 |
GM Advisory Group, LLC | 14 | 10 | 0.02% | 0.07% | 0.15% | Q2 2017 | Q2 2023 | 24 |
BerganKDV Wealth Management, LLC | 24 | 24 | 0.12% | 0.30% | 0.45% | Q3 2017 | Q2 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.03% | 0.08% | 0.14% | Q4 2017 | Q3 2023 | 24 |
Confluence Wealth Management LLC | 24 | 24 | 0.10% | 0.24% | 0.76% | Q4 2014 | Q3 2020 | 24 |
Sawyer & Company, Inc | 24 | 24 | 0.06% | 0.25% | 0.38% | Q4 2017 | Q3 2023 | 24 |
Valeo Financial Advisors, LLC | 16 | 8 | 0.01% | 0.08% | 0.26% | Q3 2017 | Q3 2023 | 24 |
Caprock Group, LLC | 19 | 5 | 0.02% | 0.04% | 0.13% | Q1 2016 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.04% | 0.10% | 0.14% | Q4 2017 | Q3 2023 | 24 |
ORRSTOWN FINANCIAL SERVICES INC | 14 | 10 | 0.01% | 0.71% | 1.29% | Q2 2013 | Q3 2019 | 24 |
Bruderman Asset Management, LLC | 19 | 5 | 0.01% | 1.08% | 1.80% | Q2 2015 | Q2 2022 | 24 |
UNITED BANK | 24 | 24 | 0.07% | 0.91% | 2.38% | Q4 2017 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.01% | 0.03% | 0.11% | Q4 2017 | Q3 2023 | 24 |
Dorsey & Whitney Trust CO LLC | 22 | 1 | 0.02% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 23 |
Avalon Investment & Advisory | 23 | 23 | 0.31% | 0.77% | 1.30% | Q2 2013 | Q4 2018 | 23 |
Rafferty Asset Management, LLC | 19 | 1 | 0.01% | 0.03% | 0.14% | Q2 2014 | Q3 2023 | 23 |
THOMAS STORY & SON LLC | 17 | 6 | 0.37% | 0.54% | 0.67% | Q2 2013 | Q2 2020 | 23 |
Aull & Monroe Investment Management Corp | 23 | 23 | 0.12% | 0.21% | 0.30% | Q1 2018 | Q3 2023 | 23 |
Capital Analysts, LLC | 23 | 23 | 0.00% | 0.05% | 0.13% | Q1 2018 | Q3 2023 | 23 |
Wellington Shields & Co., LLC | 11 | 1 | 0.04% | 0.12% | 0.23% | Q4 2014 | Q1 2022 | 23 |
Gotham Asset Management, LLC | 22 | 1 | 0.01% | 0.15% | 0.72% | Q2 2017 | Q3 2023 | 23 |
Weiss Multi-Strategy Advisers LLC | 10 | 1 | 0.14% | 0.44% | 0.87% | Q2 2013 | Q3 2020 | 23 |
ONTARIO TEACHERS PENSION PLAN BOARD | 22 | 1 | 0.02% | 0.26% | 0.55% | Q2 2013 | Q2 2019 | 23 |
Chesapeake Wealth Management | 23 | 23 | 0.17% | 0.40% | 0.58% | Q1 2018 | Q3 2023 | 23 |
ALLSTATE CORP | 17 | 3 | 0.01% | 0.13% | 0.78% | Q2 2013 | Q4 2022 | 23 |
Pinion Investment Advisors, LLC | 23 | 23 | 0.28% | 0.55% | 0.82% | Q1 2018 | Q3 2023 | 23 |
TOBAM | 21 | 2 | 0.00% | 0.54% | 1.94% | Q1 2016 | Q1 2022 | 23 |
Carmichael Hill & Associates, Inc. | 19 | 4 | 0.02% | 0.15% | 0.28% | Q4 2017 | Q3 2023 | 23 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 6 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q2 2021 | 23 |
Global Trust Asset Management, LLC | 16 | 7 | 0.03% | 0.15% | 0.42% | Q4 2017 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.09% | 0.19% | 0.28% | Q1 2018 | Q3 2023 | 23 |
Lombard Odier Asset Management (Switzerland) SA | 9 | 1 | 0.02% | 0.04% | 0.08% | Q2 2014 | Q4 2021 | 23 |
IFG Advisory, LLC | 22 | 1 | 0.02% | 0.15% | 0.37% | Q4 2017 | Q3 2023 | 23 |
Goelzer Investment Management, Inc. | 20 | 3 | 0.04% | 0.30% | 0.62% | Q4 2013 | Q1 2023 | 23 |
INTACT INVESTMENT MANAGEMENT INC. | 23 | 23 | 0.17% | 0.25% | 0.32% | Q1 2018 | Q3 2023 | 23 |
HYMAN CHARLES D | 23 | 23 | 0.02% | 0.05% | 0.07% | Q1 2018 | Q3 2023 | 23 |
LOGAN CAPITAL MANAGEMENT INC | 12 | 11 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 23 |
Bison Wealth, LLC | 21 | 2 | 0.06% | 0.22% | 0.62% | Q4 2014 | Q3 2023 | 23 |
Regal Investment Advisors LLC | 9 | 1 | 0.00% | 0.09% | 0.53% | Q2 2013 | Q2 2023 | 23 |
ArrowMark Colorado Holdings LLC | 17 | 17 | 0.00% | 0.06% | 0.30% | Q4 2014 | Q4 2018 | 23 |
GHP Investment Advisors, Inc. | 21 | 1 | 0.00% | 0.50% | 0.67% | Q2 2013 | Q2 2023 | 23 |
Court Place Advisors, LLC | 12 | 2 | 0.06% | 0.11% | 0.18% | Q4 2015 | Q1 2022 | 23 |
PROFFITT & GOODSON INC | 19 | 4 | 0.01% | 0.06% | 0.33% | Q1 2017 | Q3 2023 | 23 |
Sterling Investment Advisors, Ltd. | 23 | 23 | 0.06% | 0.14% | 0.30% | Q4 2016 | Q2 2022 | 23 |
Bray Capital Advisors | 23 | 23 | 0.00% | 0.02% | 0.08% | Q1 2018 | Q3 2023 | 23 |
Choate Investment Advisors | 10 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2022 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.04% | 0.09% | 0.13% | Q2 2013 | Q3 2018 | 22 |
Kingsview Wealth Management, LLC | 14 | 6 | 0.00% | 0.07% | 0.14% | Q3 2018 | Q3 2023 | 22 |
Rockefeller Capital Management L.P. | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Chicago Capital, LLC | 22 | 22 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q2 2023 | 22 |
Narwhal Capital Management | 22 | 22 | 0.04% | 0.57% | 0.89% | Q1 2018 | Q2 2023 | 22 |
FIRST INTERSTATE BANK | 20 | 2 | 0.02% | 0.07% | 0.16% | Q3 2015 | Q3 2022 | 22 |
Cypress Wealth Services, LLC | 22 | 22 | 0.06% | 0.12% | 0.24% | Q4 2017 | Q1 2023 | 22 |
CARDEROCK CAPITAL MANAGEMENT INC | 20 | 1 | 0.01% | 0.29% | 0.59% | Q2 2013 | Q1 2023 | 22 |
Field & Main Bank | 14 | 4 | 0.04% | 0.29% | 0.45% | Q4 2017 | Q3 2023 | 22 |
Belpointe Asset Management LLC | 19 | 1 | 0.02% | 0.08% | 0.19% | Q3 2017 | Q3 2023 | 22 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11 | 1 | 0.00% | 0.18% | 0.43% | Q3 2015 | Q2 2023 | 22 |
VIKING FUND MANAGEMENT LLC | 15 | 7 | 0.04% | 1.05% | 2.08% | Q1 2017 | Q1 2023 | 22 |
OneDigital Investment Advisors LLC | 13 | 9 | 0.01% | 0.03% | 0.16% | Q2 2017 | Q3 2023 | 22 |
Kingfisher Capital LLC | 21 | 1 | 0.06% | 0.17% | 0.35% | Q4 2015 | Q3 2023 | 22 |
Silvant Capital Management LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
BOOTHBAY FUND MANAGEMENT, LLC | 8 | 1 | 0.01% | 0.11% | 0.31% | Q4 2014 | Q2 2023 | 22 |
Penobscot Investment Management Company, Inc. | 21 | 1 | 0.03% | 0.09% | 0.11% | Q2 2013 | Q3 2023 | 22 |
GABLES CAPITAL MANAGEMENT INC. | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
CWA Asset Management Group, LLC | 22 | 22 | 0.02% | 0.08% | 0.21% | Q2 2018 | Q3 2023 | 22 |
BREMER TRUST NATIONAL ASSOCIATION | 13 | 9 | 0.07% | 0.10% | 0.12% | Q2 2013 | Q4 2018 | 22 |
DAVIS R M INC | 10 | 4 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2020 | 22 |
EXANE DERIVATIVES | 18 | 4 | 0.00% | 0.04% | 0.08% | Q4 2014 | Q2 2022 | 22 |
Pinnacle Wealth Management Advisory Group, LLC | 22 | 22 | 0.06% | 0.13% | 0.20% | Q2 2018 | Q3 2023 | 22 |
Winch Advisory Services, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
CUTLER INVESTMENT COUNSEL LLC | 22 | 22 | 1.20% | 1.65% | 2.17% | Q3 2015 | Q4 2020 | 22 |
Holocene Advisors, LP | 17 | 5 | 0.01% | 0.08% | 0.35% | Q4 2017 | Q3 2023 | 22 |
DEAN INVESTMENT ASSOCIATES, LLC | 22 | 22 | 0.32% | 0.55% | 0.82% | Q3 2017 | Q4 2022 | 22 |
FIRST HAWAIIAN BANK | 21 | 1 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 22 |
Centre Asset Management, LLC | 22 | 22 | 0.06% | 0.34% | 2.07% | Q3 2018 | Q4 2023 | 22 |
Walleye Capital LLC | 4 | 1 | 0.00% | 0.08% | 0.39% | Q1 2019 | Q3 2023 | 22 |
Cornerstone Advisors, Inc. | 22 | 22 | 0.02% | 0.05% | 0.10% | Q1 2014 | Q2 2019 | 22 |
MainStreet Investment Advisors LLC | 22 | 22 | 0.03% | 0.55% | 0.71% | Q4 2017 | Q1 2023 | 22 |
APPLETON PARTNERS INC/MA | 15 | 1 | 0.03% | 0.07% | 0.10% | Q2 2013 | Q2 2019 | 22 |
Salomon & Ludwin, LLC | 20 | 20 | 0.01% | 0.36% | 0.71% | Q4 2018 | Q3 2023 | 22 |
Harbour Capital Advisors, LLC | 13 | 1 | 0.03% | 0.14% | 0.24% | Q1 2017 | Q4 2022 | 22 |
MARINO, STRAM & ASSOCIATES LLC | 14 | 8 | 0.07% | 0.19% | 0.28% | Q4 2017 | Q2 2023 | 22 |
EQUITABLE TRUST CO | 22 | 22 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 22 |
FORVIS Wealth Advisors, LLC | 16 | 5 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 21 |
Electron Capital Partners, LLC | 14 | 2 | 0.11% | 5.77% | 13.49% | Q4 2013 | Q1 2023 | 21 |
StoneX Group Inc. | 19 | 2 | 0.06% | 0.27% | 0.47% | Q2 2017 | Q3 2022 | 21 |
Edgestream Partners, L.P. | 5 | 1 | 0.06% | 0.29% | 0.56% | Q3 2014 | Q3 2023 | 21 |
ASSET ADVISORS CORP | 21 | 21 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q2 2018 | 21 |
STABLEFORD CAPITAL II LLC | 12 | 9 | 0.24% | 0.34% | 0.43% | Q1 2017 | Q4 2022 | 21 |
Beech Hill Advisors, Inc. | 19 | 2 | 0.18% | 0.77% | 2.06% | Q3 2013 | Q3 2023 | 21 |
MAI Capital Management | 10 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 21 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 18 | 1 | 0.00% | 0.06% | 0.18% | Q1 2015 | Q3 2023 | 21 |
SHUFRO ROSE & CO LLC | 21 | 21 | 0.09% | 0.45% | 2.50% | Q1 2018 | Q1 2023 | 21 |
Vectors Research Management, LLC | 21 | 21 | 0.12% | 0.60% | 0.88% | Q3 2018 | Q3 2023 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.11% | 0.20% | 0.30% | Q2 2013 | Q2 2018 | 21 |
FIDUCIENT ADVISORS LLC | 21 | 21 | 0.07% | 0.14% | 0.22% | Q1 2018 | Q1 2023 | 21 |
Nadler Financial Group, Inc. | 19 | 2 | 0.03% | 0.07% | 0.09% | Q4 2017 | Q2 2023 | 21 |
Signature Financial Management, Inc. | 10 | 1 | 0.08% | 0.16% | 0.26% | Q2 2013 | Q4 2018 | 21 |
Stonebridge Capital Advisors LLC | 21 | 21 | 0.01% | 1.03% | 1.46% | Q3 2018 | Q3 2023 | 21 |
Man Group plc | 20 | 1 | 0.00% | 0.06% | 0.18% | Q1 2018 | Q3 2023 | 21 |
PGGM Investments | 14 | 3 | 0.01% | 0.16% | 0.21% | Q1 2013 | Q2 2021 | 21 |
MONETA GROUP INVESTMENT ADVISORS LLC | 11 | 1 | 0.01% | 0.03% | 0.04% | Q3 2015 | Q3 2023 | 21 |
INVERNESS COUNSEL LLC /NY/ | 13 | 8 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2022 | 21 |
Canton Hathaway, LLC | 21 | 21 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 21 |
Arete Wealth Advisors, LLC | 21 | 21 | 0.02% | 0.18% | 0.37% | Q2 2018 | Q2 2023 | 21 |
Truvestments Capital LLC | 19 | 2 | 0.10% | 0.39% | 1.40% | Q2 2018 | Q3 2023 | 21 |
VNBTrust, National Association | 21 | 21 | 0.11% | 0.19% | 0.31% | Q2 2013 | Q2 2018 | 21 |
Aevitas Wealth Management, Inc. | 21 | 21 | 0.14% | 0.33% | 0.47% | Q4 2017 | Q4 2022 | 21 |
Abbot Financial Management, Inc. | 21 | 21 | 0.10% | 0.27% | 0.70% | Q2 2017 | Q2 2022 | 21 |
Fieldpoint Private Securities, LLC | 20 | 1 | 0.04% | 0.13% | 0.42% | Q1 2017 | Q2 2022 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.03% | 0.08% | 0.12% | Q1 2017 | Q3 2023 | 21 |
WENDELL DAVID ASSOCIATES INC | 19 | 2 | 0.03% | 0.20% | 0.23% | Q2 2013 | Q1 2019 | 21 |
Moloney Securities Asset Management, LLC | 21 | 21 | 0.07% | 0.28% | 0.55% | Q3 2018 | Q3 2023 | 21 |
Penn Mutual Asset Management, LLC | 21 | 21 | 0.14% | 0.93% | 1.43% | Q3 2018 | Q3 2023 | 21 |
Pinnacle Advisory Group, Inc. | 20 | 1 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q1 2021 | 21 |
Covenant Asset Management, LLC | 18 | 3 | 0.06% | 0.12% | 0.25% | Q4 2016 | Q2 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.02% | 0.07% | 0.10% | Q3 2018 | Q3 2023 | 21 |
FACTORY MUTUAL INSURANCE CO | 21 | 21 | 0.12% | 0.15% | 0.17% | Q2 2013 | Q2 2018 | 21 |
Tandem Investment Advisors, Inc. | 17 | 4 | 0.01% | 2.11% | 3.95% | Q4 2016 | Q3 2022 | 21 |
ASPIRIANT, LLC | 19 | 1 | 0.01% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 21 |
CHOREO, LLC | 19 | 2 | 0.02% | 0.04% | 0.06% | Q4 2015 | Q1 2023 | 21 |
CATAWBA CAPITAL MANAGEMENT /VA | 21 | 21 | 0.16% | 0.30% | 0.51% | Q2 2013 | Q2 2018 | 21 |
Hendershot Investments Inc. | 13 | 8 | 0.04% | 0.11% | 0.27% | Q1 2017 | Q3 2023 | 21 |
RFG Advisory, LLC | 12 | 1 | 0.02% | 0.28% | 1.11% | Q2 2015 | Q3 2023 | 21 |
FIRST QUADRANT LLC/CA | 18 | 3 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q4 2020 | 21 |
Brookfield Asset Management | 10 | 2 | 0.00% | 0.20% | 0.95% | Q4 2014 | Q2 2023 | 21 |
CAPITAL ONE, NATIONAL ASSOCIATION | 21 | 21 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q2 2018 | 21 |
OUTFITTER ADVISORS, LTD. | 21 | 21 | 2.17% | 2.58% | 3.01% | Q2 2013 | Q2 2018 | 21 |
MARKSTON INTERNATIONAL LLC | 20 | 20 | 0.00% | 0.16% | 0.34% | Q2 2013 | Q1 2018 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.19% | 0.23% | 0.26% | Q2 2013 | Q1 2018 | 20 |
Paradigm Financial Partners, LLC | 20 | 20 | 0.21% | 0.44% | 0.80% | Q4 2018 | Q3 2023 | 20 |
ClearBridge Investments Ltd | 17 | 3 | 0.00% | 3.50% | 11.35% | Q4 2016 | Q1 2022 | 20 |
OSSIAM | 20 | 20 | 0.00% | 0.07% | 0.58% | Q4 2018 | Q3 2023 | 20 |
Leisure Capital Management | 10 | 4 | 0.18% | 0.45% | 0.80% | Q4 2014 | Q3 2020 | 20 |
FAYEZ SAROFIM & CO | 15 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2022 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.01% | 0.04% | 0.10% | Q4 2014 | Q3 2019 | 20 |
CREDIT AGRICOLE S A | 18 | 1 | 0.00% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Stratos Wealth Advisors, LLC | 20 | 20 | 0.03% | 0.10% | 0.24% | Q4 2018 | Q3 2023 | 20 |
KEATING INVESTMENT COUNSELORS INC | 20 | 20 | 0.11% | 0.34% | 0.50% | Q2 2013 | Q1 2018 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.08% | 0.10% | 0.13% | Q1 2013 | Q4 2017 | 20 |
Meridian Financial Partners LLC | 20 | 20 | 0.45% | 0.77% | 1.71% | Q4 2018 | Q3 2023 | 20 |
Somerset Group LLC | 20 | 20 | 0.64% | 1.07% | 1.36% | Q2 2013 | Q1 2018 | 20 |
Successful Portfolios LLC | 19 | 1 | 0.17% | 0.28% | 0.41% | Q4 2017 | Q4 2022 | 20 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 20 | 20 | 0.01% | 0.19% | 0.41% | Q3 2017 | Q2 2022 | 20 |
R.H. Dinel Investment Counsel, Inc. | 20 | 20 | 0.14% | 0.28% | 0.38% | Q4 2018 | Q3 2023 | 20 |
MEEDER ASSET MANAGEMENT INC | 11 | 2 | 0.00% | 0.04% | 0.41% | Q1 2016 | Q3 2022 | 20 |
Fisher Asset Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2023 | 20 |
AGF Investments LLC | 10 | 1 | 0.01% | 0.20% | 0.47% | Q4 2016 | Q2 2022 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.01% | 0.06% | 0.11% | Q4 2018 | Q3 2023 | 20 |
Migdal Insurance & Financial Holdings Ltd. | 16 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2021 | 20 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 8 | 1 | 0.02% | 0.94% | 3.94% | Q1 2014 | Q2 2020 | 20 |
Financial Advantage, Inc. | 10 | 1 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2022 | 20 |
Sullivan, Bruyette, Speros & Blaney, LLC | 20 | 20 | 0.06% | 0.13% | 0.22% | Q2 2016 | Q1 2021 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.15% | 0.37% | 1.10% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.02% | 0.05% | 0.07% | Q4 2018 | Q3 2023 | 20 |
Sculptor Capital LP | 7 | 1 | 0.00% | 0.05% | 0.23% | Q2 2013 | Q1 2022 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Campbell Wealth Management | 20 | 20 | 0.06% | 0.15% | 0.24% | Q4 2018 | Q3 2023 | 20 |
EP Wealth Advisors, LLC | 16 | 4 | 0.01% | 0.03% | 0.08% | Q3 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2022 | 20 |
AMICA PENSION FUND BOARD OF TRUSTEES | 13 | 3 | 0.18% | 0.26% | 0.31% | Q2 2013 | Q4 2018 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.02% | 0.04% | 0.07% | Q4 2015 | Q3 2020 | 20 |
American Portfolios Advisors | 20 | 20 | 0.03% | 0.06% | 0.10% | Q4 2017 | Q3 2022 | 20 |
Sepio Capital, LP | 20 | 20 | 0.12% | 0.47% | 0.76% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.03% | 0.08% | 0.18% | Q4 2018 | Q3 2023 | 20 |
Riverview Trust Co | 20 | 20 | 0.04% | 0.26% | 0.44% | Q4 2018 | Q3 2023 | 20 |
B. Riley Wealth Management, Inc. | 14 | 6 | 0.00% | 0.26% | 0.77% | Q1 2014 | Q2 2022 | 20 |
Clearstead Advisors, LLC | 20 | 20 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 20 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 9 | 2 | 0.00% | 0.09% | 0.19% | Q4 2015 | Q3 2023 | 20 |
Graves Light Lenhart Wealth, Inc. | 20 | 20 | 0.24% | 0.65% | 1.00% | Q4 2018 | Q3 2023 | 20 |
Venturi Wealth Management, LLC | 10 | 3 | 0.00% | 0.44% | 0.81% | Q4 2015 | Q3 2023 | 20 |
TRUSTCORE FINANCIAL SERVICES, LLC | 20 | 20 | 0.01% | 0.02% | 0.05% | Q1 2018 | Q4 2022 | 20 |
CX Institutional | 14 | 2 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 20 |
Fulcrum Equity Management | 20 | 20 | 0.14% | 0.24% | 0.38% | Q4 2018 | Q3 2023 | 20 |
Gratus Capital, LLC | 14 | 6 | 0.03% | 0.79% | 1.62% | Q4 2014 | Q4 2019 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.16% | 0.33% | 0.70% | Q4 2017 | Q3 2022 | 20 |
TFG Advisers LLC | 20 | 20 | 0.22% | 0.88% | 1.45% | Q4 2018 | Q3 2023 | 20 |
NN Investment Partners Holdings N.V. | 18 | 2 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q1 2022 | 20 |
Archer Investment Corp | 20 | 20 | 0.00% | 0.09% | 0.28% | Q4 2018 | Q3 2023 | 20 |
VeraBank, N.A. | 20 | 20 | 0.16% | 0.59% | 1.01% | Q4 2018 | Q3 2023 | 20 |
Prime Capital Investment Advisors, LLC | 13 | 1 | 0.01% | 0.04% | 0.15% | Q4 2017 | Q3 2023 | 20 |
PIEDMONT INVESTMENT ADVISORS INC | 20 | 20 | 0.02% | 0.16% | 0.34% | Q2 2015 | Q1 2020 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 0.01% | 0.13% | 0.42% | Q4 2018 | Q3 2023 | 20 |
Jackson Hole Capital Partners, LLC | 20 | 20 | 0.50% | 0.87% | 1.24% | Q4 2018 | Q3 2023 | 20 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 12 | 8 | 0.01% | 0.02% | 0.09% | Q4 2013 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.05% | 0.16% | 0.52% | Q4 2018 | Q3 2023 | 20 |
Mascoma Wealth Management LLC | 11 | 9 | 0.00% | 0.06% | 0.28% | Q4 2016 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.05% | 0.14% | Q4 2018 | Q3 2023 | 20 |
Waldron Private Wealth LLC | 19 | 1 | 0.01% | 0.02% | 0.06% | Q1 2017 | Q2 2023 | 20 |
WAFRA INC. | 17 | 3 | 0.51% | 1.14% | 2.03% | Q2 2016 | Q3 2022 | 20 |
Private Capital Group, LLC | 19 | 19 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q2 2022 | 19 |
Wambolt & Associates, LLC | 19 | 19 | 0.13% | 0.25% | 0.46% | Q1 2019 | Q3 2023 | 19 |
SWS Partners | 14 | 5 | 0.66% | 1.10% | 1.76% | Q4 2017 | Q2 2023 | 19 |
Horan Capital Advisors, LLC. | 17 | 1 | 0.01% | 0.67% | 1.06% | Q3 2017 | Q3 2023 | 19 |
Keeler Thomas Management LLC | 19 | 19 | 0.10% | 1.04% | 2.54% | Q4 2017 | Q2 2022 | 19 |
Calamos Wealth Management LLC | 12 | 7 | 0.02% | 0.39% | 0.75% | Q2 2015 | Q4 2022 | 19 |
Investors Research Corp | 19 | 19 | 0.09% | 0.22% | 0.36% | Q1 2019 | Q3 2023 | 19 |
CORTLAND ADVISERS LLC | 19 | 19 | 0.32% | 1.24% | 2.33% | Q1 2015 | Q3 2019 | 19 |
Old North State Trust, LLC | 19 | 19 | 0.20% | 0.38% | 0.65% | Q3 2018 | Q1 2023 | 19 |
AVIANCE CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.32% | 1.54% | Q2 2013 | Q1 2019 | 19 |
BBVA USA Bancshares, Inc. | 12 | 1 | 0.01% | 0.02% | 0.06% | Q4 2014 | Q1 2021 | 19 |
McCollum Christoferson Group LLC | 19 | 19 | 0.05% | 0.17% | 0.30% | Q4 2017 | Q2 2022 | 19 |
Abacus Planning Group, Inc. | 19 | 19 | 0.06% | 0.19% | 0.35% | Q1 2019 | Q3 2023 | 19 |
Lee Financial Co | 15 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q4 2022 | 19 |
Edge Capital Group, LLC | 19 | 19 | 0.02% | 0.22% | 0.91% | Q4 2018 | Q2 2023 | 19 |
PATHSTONE FAMILY OFFICE, LLC | 7 | 1 | 0.00% | 0.09% | 0.33% | Q2 2013 | Q3 2023 | 19 |
BANK OF STOCKTON | 19 | 19 | 0.10% | 0.15% | 0.22% | Q2 2013 | Q4 2017 | 19 |
PRELUDE CAPITAL MANAGEMENT, LLC | 9 | 1 | 0.00% | 0.17% | 0.52% | Q1 2013 | Q2 2021 | 19 |
Crow Point Partners, LLC | 13 | 3 | 1.60% | 2.78% | 3.66% | Q1 2014 | Q3 2019 | 19 |
Prestige Wealth Management Group LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2023 | 19 |
Cornerstone Wealth Group, LLC | 19 | 19 | 0.13% | 0.77% | 1.88% | Q1 2019 | Q3 2023 | 19 |
Highlander Capital Management, LLC | 19 | 19 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Members Trust Co | 10 | 2 | 0.01% | 0.03% | 0.04% | Q2 2016 | Q3 2023 | 19 |
Keudell/Morrison Wealth Management | 19 | 19 | 0.13% | 0.38% | 0.75% | Q1 2019 | Q3 2023 | 19 |
STEVENS CAPITAL MANAGEMENT LP | 5 | 1 | 0.07% | 0.35% | 0.97% | Q2 2014 | Q3 2022 | 19 |
BRIDGES INVESTMENT COUNSEL INC/ | 19 | 19 | 0.04% | 0.19% | 0.25% | Q2 2013 | Q4 2017 | 19 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 19 | 19 | 0.00% | 0.05% | 0.11% | Q1 2019 | Q3 2023 | 19 |
Institute for Wealth Management, LLC. | 17 | 1 | 0.04% | 0.09% | 0.23% | Q2 2017 | Q4 2022 | 19 |
USS Investment Management Ltd | 19 | 19 | 0.09% | 0.21% | 0.40% | Q1 2019 | Q3 2023 | 19 |
Clarius Group, LLC | 19 | 19 | 0.02% | 0.05% | 0.09% | Q1 2019 | Q3 2023 | 19 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 19 | 19 | 0.17% | 1.24% | 2.56% | Q1 2019 | Q3 2023 | 19 |
ALBION FINANCIAL GROUP /UT | 10 | 9 | 0.00% | 0.41% | 0.65% | Q4 2018 | Q3 2023 | 19 |
SII INVESTMENTS INC/WI | 19 | 19 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q4 2017 | 19 |
Lombard Odier Asset Management (Europe) Ltd | 16 | 3 | 0.02% | 0.05% | 0.21% | Q2 2016 | Q1 2021 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.06% | 0.22% | Q1 2019 | Q3 2023 | 19 |
Sabal Trust CO | 9 | 1 | 0.02% | 0.63% | 2.27% | Q1 2014 | Q2 2020 | 19 |
FIL Ltd | 6 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 19 |
Pensionfund DSM Netherlands | 14 | 2 | 0.00% | 0.47% | 0.67% | Q2 2013 | Q3 2021 | 19 |
BOENNING & SCATTERGOOD, INC. | 19 | 19 | 0.18% | 0.28% | 0.40% | Q2 2018 | Q4 2022 | 19 |
LUCAS CAPITAL MANAGEMENT | 19 | 19 | 0.07% | 0.14% | 0.22% | Q3 2013 | Q1 2018 | 19 |
NORTHEAST INVESTMENT MANAGEMENT | 17 | 1 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q1 2022 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.05% | 0.22% | 0.37% | Q3 2018 | Q3 2023 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.02% | 0.05% | 0.11% | Q1 2019 | Q3 2023 | 19 |
COUNTRY TRUST BANK | 11 | 4 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2021 | 19 |
SAWGRASS ASSET MANAGEMENT LLC | 12 | 7 | 0.01% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 19 |
WESTWOOD HOLDINGS GROUP INC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 19 |
TEALWOOD ASSET MANAGEMENT INC | 9 | 3 | 0.09% | 1.16% | 2.33% | Q1 2013 | Q1 2023 | 19 |
UBS AG | 6 | 6 | 0.00% | 0.04% | 0.21% | Q2 2013 | Q3 2014 | 18 |
ROMAN BUTLER FULLERTON & CO | 18 | 18 | 0.12% | 0.23% | 0.53% | Q4 2018 | Q1 2023 | 18 |
RAY GERALD L & ASSOCIATES LTD | 18 | 18 | 0.30% | 0.34% | 0.37% | Q2 2013 | Q3 2017 | 18 |
WEALTHFRONT Corp | 11 | 7 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2018 | 18 |
Point72 Asset Management, L.P. | 5 | 1 | 0.01% | 0.27% | 0.79% | Q2 2014 | Q2 2023 | 18 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
AMF Tjanstepension AB | 18 | 18 | 0.33% | 0.53% | 0.76% | Q2 2016 | Q3 2020 | 18 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 16 | 1 | 0.06% | 0.12% | 0.18% | Q4 2014 | Q3 2022 | 18 |
Busey Bank | 17 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 18 |
Continuum Advisory, LLC | 10 | 8 | 0.06% | 0.22% | 0.54% | Q1 2017 | Q3 2023 | 18 |
Dynamic Advisor Solutions LLC | 14 | 1 | 0.01% | 0.03% | 0.10% | Q1 2018 | Q3 2023 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.03% | 0.09% | 0.19% | Q2 2019 | Q3 2023 | 18 |
DAVIDSON & GARRARD INC | 18 | 18 | 0.27% | 0.33% | 0.40% | Q2 2013 | Q3 2017 | 18 |
HNP Capital LLC | 18 | 18 | 0.04% | 0.61% | 0.94% | Q4 2018 | Q1 2023 | 18 |
Wealthspire Advisors, LLC | 17 | 1 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 18 |
Keystone Financial Group | 16 | 2 | 0.07% | 0.11% | 0.18% | Q1 2019 | Q3 2023 | 18 |
Global Wealth Management Investment Advisory, Inc. | 16 | 2 | 0.02% | 0.66% | 0.96% | Q4 2018 | Q3 2023 | 18 |
MidWestOne Financial Group, Inc. | 18 | 18 | 0.08% | 0.30% | 0.46% | Q2 2019 | Q3 2023 | 18 |
WealthTrust Axiom LLC | 18 | 18 | 0.08% | 0.11% | 0.15% | Q1 2019 | Q2 2023 | 18 |
F3Logic, LLC | 17 | 1 | 0.06% | 0.28% | 0.50% | Q1 2018 | Q4 2022 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.12% | 0.14% | 0.16% | Q2 2013 | Q3 2017 | 18 |
NAVELLIER & ASSOCIATES INC | 18 | 18 | 0.04% | 0.08% | 0.15% | Q2 2016 | Q3 2020 | 18 |
Legacy Financial Advisors, Inc. | 9 | 9 | 0.08% | 0.23% | 0.54% | Q4 2017 | Q3 2022 | 18 |
Bell Bank | 11 | 7 | 0.18% | 0.54% | 0.83% | Q2 2013 | Q3 2020 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.01% | 0.16% | 0.34% | Q4 2016 | Q1 2021 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q3 2017 | 18 |
CNB Bank | 18 | 18 | 0.08% | 0.52% | 0.76% | Q2 2019 | Q3 2023 | 18 |
UNITED BANK, INC. | 18 | 18 | 0.52% | 0.59% | 0.70% | Q2 2013 | Q3 2017 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2017 | 18 |
MGO ONE SEVEN LLC | 15 | 1 | 0.03% | 0.05% | 0.11% | Q4 2017 | Q3 2023 | 18 |
CYPRESS CAPITAL MANAGEMENT LLC | 18 | 18 | 1.30% | 1.87% | 2.44% | Q2 2018 | Q3 2022 | 18 |
BENJAMIN EDWARDS INC | 18 | 18 | 0.01% | 0.10% | 0.51% | Q2 2019 | Q3 2023 | 18 |
IFC Holdings Incorporated/FL | 18 | 18 | 0.03% | 0.04% | 0.05% | Q3 2013 | Q4 2017 | 18 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 18 | 18 | 0.04% | 0.08% | 0.41% | Q4 2015 | Q1 2020 | 18 |
Personal Capital Advisors Corp | 17 | 1 | 0.00% | 0.03% | 0.08% | Q3 2017 | Q4 2022 | 18 |
CRA Financial Services, LLC | 18 | 18 | 0.08% | 0.16% | 0.22% | Q4 2018 | Q1 2023 | 18 |
Capital Advisors, Ltd. LLC | 18 | 18 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 18 |
PineBridge Investments, L.P. | 11 | 1 | 0.00% | 0.15% | 0.78% | Q2 2016 | Q2 2023 | 18 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 14 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 18 |
Keystone Financial Planning, Inc. | 18 | 18 | 0.19% | 2.89% | 3.54% | Q2 2016 | Q3 2020 | 18 |
AMG National Trust Bank | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
TODD ASSET MANAGEMENT LLC | 18 | 18 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2017 | 18 |
Brinker Capital Investments, LLC | 10 | 1 | 0.00% | 0.10% | 0.26% | Q3 2013 | Q4 2022 | 18 |
Kidder Stephen W | 13 | 1 | 0.14% | 0.18% | 0.23% | Q4 2012 | Q3 2023 | 18 |
Bedel Financial Consulting, Inc. | 18 | 18 | 0.07% | 0.09% | 0.13% | Q1 2018 | Q2 2022 | 18 |
HANCOCK WHITNEY CORP | 18 | 18 | 0.01% | 0.10% | 0.36% | Q3 2018 | Q4 2022 | 18 |
NVWM, LLC | 18 | 18 | 0.01% | 0.05% | 0.34% | Q2 2019 | Q3 2023 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 0.04% | 1.17% | 1.76% | Q4 2018 | Q3 2023 | 18 |
Vestmark Advisory Solutions, Inc. | 15 | 3 | 0.02% | 0.07% | 0.15% | Q1 2019 | Q3 2023 | 18 |
PHYSICIANS FINANCIAL SERVICES, INC. | 13 | 5 | 0.08% | 0.15% | 0.23% | Q4 2015 | Q1 2022 | 18 |
THORNBURG INVESTMENT MANAGEMENT INC | 14 | 4 | 0.00% | 0.49% | 1.04% | Q2 2013 | Q1 2021 | 18 |
Verity Asset Management, Inc. | 10 | 1 | 0.11% | 0.51% | 2.30% | Q1 2018 | Q3 2023 | 18 |
MACKAY SHIELDS LLC | 17 | 17 | 0.06% | 0.09% | 0.14% | Q1 2018 | Q1 2022 | 17 |
Citizens Business Bank | 17 | 17 | 0.14% | 0.34% | 0.72% | Q2 2018 | Q2 2022 | 17 |
Schonfeld Strategic Advisors LLC | 5 | 1 | 0.00% | 0.22% | 1.70% | Q4 2017 | Q3 2023 | 17 |
LVW Advisors, LLC | 11 | 1 | 0.06% | 0.13% | 0.17% | Q3 2017 | Q1 2023 | 17 |
Oliver Luxxe Assets LLC | 17 | 17 | 1.21% | 1.70% | 2.24% | Q4 2015 | Q4 2019 | 17 |
Virtu Financial LLC | 3 | 1 | 0.02% | 0.11% | 0.28% | Q3 2013 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.09% | 0.18% | 0.31% | Q2 2013 | Q2 2017 | 17 |
MOGY JOEL R INVESTMENT COUNSEL INC | 17 | 17 | 0.05% | 0.10% | 0.11% | Q2 2013 | Q2 2017 | 17 |
BEACON TRUST CO | 17 | 17 | 0.47% | 0.62% | 0.84% | Q1 2013 | Q1 2017 | 17 |
LCNB CORP | 17 | 17 | 0.11% | 0.15% | 0.18% | Q2 2019 | Q2 2023 | 17 |
MONROE BANK & TRUST/MI | 6 | 3 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q2 2018 | 17 |
Laffer Tengler Investments, Inc. | 10 | 7 | 0.00% | 0.12% | 0.36% | Q4 2017 | Q3 2022 | 17 |
Lido Advisors, LLC | 10 | 1 | 0.00% | 0.01% | 0.07% | Q1 2016 | Q3 2023 | 17 |
Jolley Asset Management, LLC | 17 | 17 | 0.07% | 1.56% | 3.33% | Q1 2016 | Q1 2020 | 17 |
Bull Street Advisors, LLC | 17 | 17 | 0.46% | 0.72% | 1.07% | Q3 2019 | Q3 2023 | 17 |
BTC Capital Management, Inc. | 17 | 17 | 0.23% | 0.30% | 0.42% | Q3 2019 | Q3 2023 | 17 |
Catamount Wealth Management | 16 | 1 | 0.03% | 0.13% | 0.57% | Q4 2014 | Q1 2019 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q2 2017 | 17 |
Foster Victor Wealth Advisors, LLC | 17 | 17 | 0.45% | 0.57% | 0.78% | Q4 2018 | Q4 2022 | 17 |
COLDSTREAM CAPITAL MANAGEMENT INC | 5 | 3 | 0.01% | 0.09% | 0.28% | Q4 2016 | Q3 2023 | 17 |
SEEYOND | 17 | 17 | 0.05% | 0.49% | 1.04% | Q4 2018 | Q4 2022 | 17 |
Mutual Advisors, LLC | 17 | 17 | 0.03% | 0.05% | 0.09% | Q3 2019 | Q3 2023 | 17 |
YorkBridge Wealth Partners, LLC | 11 | 3 | 0.02% | 0.07% | 0.15% | Q4 2016 | Q2 2022 | 17 |
DAGCO, INC. | 17 | 17 | 0.12% | 0.33% | 0.62% | Q4 2018 | Q4 2022 | 17 |
Shepherd Financial Partners LLC | 17 | 17 | 0.07% | 0.08% | 0.11% | Q4 2016 | Q4 2020 | 17 |
NATIXIS | 8 | 1 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2022 | 17 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 10 | 1 | 0.00% | 0.74% | 1.84% | Q3 2013 | Q4 2022 | 17 |
iAB Financial Bank | 17 | 17 | 0.31% | 0.44% | 0.53% | Q2 2013 | Q2 2017 | 17 |
Penserra Capital Management LLC | 9 | 4 | 0.00% | 0.06% | 0.15% | Q2 2017 | Q3 2023 | 17 |
RONALD BLUE & CO LLC | 17 | 17 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q2 2017 | 17 |
abrdn Investment Management Ltd | 17 | 17 | 0.00% | 0.08% | 0.72% | Q2 2013 | Q2 2017 | 17 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 17 | 17 | 0.03% | 0.09% | 0.16% | Q1 2019 | Q1 2023 | 17 |
Empirical Finance, LLC | 16 | 1 | 0.01% | 0.11% | 0.17% | Q4 2016 | Q3 2023 | 17 |
Doyle Wealth Management | 17 | 17 | 0.03% | 0.08% | 0.21% | Q3 2018 | Q3 2022 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2023 | 17 |
Eliot Finkel Investment Counsel, LLC | 17 | 17 | 1.43% | 2.18% | 3.28% | Q1 2018 | Q1 2022 | 17 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 17 | 17 | 0.03% | 0.10% | 0.17% | Q4 2018 | Q4 2022 | 17 |
NORTHSTAR ASSET MANAGEMENT LLC | 17 | 17 | 0.12% | 0.20% | 0.24% | Q2 2013 | Q2 2017 | 17 |
Diversified Trust Co | 17 | 17 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q4 2023 | 17 |
Eagle Ridge Investment Management | 12 | 5 | 0.04% | 0.05% | 0.08% | Q3 2017 | Q3 2023 | 17 |
ISTHMUS PARTNERS, LLC | 16 | 1 | 0.01% | 0.05% | 0.06% | Q4 2014 | Q2 2021 | 17 |
LexAurum Advisors, LLC | 17 | 17 | 0.08% | 0.12% | 0.19% | Q3 2018 | Q3 2022 | 17 |
Farmers National Bank | 15 | 2 | 0.10% | 0.22% | 0.30% | Q4 2014 | Q2 2019 | 17 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7 | 1 | 0.01% | 0.19% | 0.39% | Q4 2014 | Q3 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.08% | 0.11% | 0.14% | Q2 2013 | Q2 2017 | 17 |
Qube Research & Technologies Ltd | 6 | 1 | 0.00% | 0.24% | 1.54% | Q1 2018 | Q3 2023 | 17 |
Camelot Portfolios, LLC | 7 | 4 | 0.15% | 0.39% | 0.88% | Q1 2018 | Q3 2023 | 17 |
Compton Wealth Advisory Group, LLC | 17 | 17 | 0.12% | 0.28% | 0.58% | Q4 2018 | Q4 2022 | 17 |
Winfield Associates, Inc. | 17 | 17 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q4 2017 | 17 |
Crossvault Capital Management LLC | 17 | 17 | 0.24% | 1.00% | 1.57% | Q2 2018 | Q2 2022 | 17 |
Principal Street Partners, LLC | 17 | 17 | 0.08% | 0.71% | 2.24% | Q1 2019 | Q1 2023 | 17 |
Columbia Asset Management | 9 | 1 | 0.06% | 0.17% | 0.36% | Q4 2013 | Q2 2020 | 17 |
Solstein Capital, LLC | 11 | 2 | 0.01% | 0.19% | 1.50% | Q1 2019 | Q3 2023 | 17 |
Milestone Advisory Partners | 17 | 17 | 0.18% | 0.25% | 0.47% | Q1 2019 | Q1 2023 | 17 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q1 2017 | 16 |
PAYDEN & RYGEL | 9 | 7 | 0.00% | 0.26% | 1.66% | Q2 2013 | Q4 2022 | 16 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 16 | 16 | 0.13% | 0.47% | 1.19% | Q4 2019 | Q3 2023 | 16 |
Creegan & Nassoura Financial Group, LLC | 16 | 16 | 1.12% | 1.43% | 1.89% | Q4 2019 | Q3 2023 | 16 |
S.A. Mason LLC | 16 | 16 | 0.08% | 0.13% | 0.20% | Q4 2019 | Q3 2023 | 16 |
Saturna Capital CORP | 11 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2020 | 16 |
Parcion Private Wealth LLC | 16 | 16 | 0.05% | 0.11% | 0.25% | Q4 2019 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
PBMares Wealth Management LLC | 16 | 16 | 0.28% | 0.95% | 2.17% | Q4 2019 | Q3 2023 | 16 |
CAPITAL GUARDIAN TRUST CO | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2017 | 16 |
Stearns Financial Services Group | 14 | 2 | 0.07% | 0.09% | 0.11% | Q2 2013 | Q1 2018 | 16 |
West Branch Capital LLC | 10 | 6 | 0.01% | 0.29% | 1.29% | Q1 2019 | Q3 2023 | 16 |
ICON ADVISERS INC/CO | 10 | 1 | 0.03% | 0.23% | 0.62% | Q2 2013 | Q2 2020 | 16 |
S.E.E.D. Planning Group LLC | 16 | 16 | 1.68% | 2.30% | 3.00% | Q4 2019 | Q3 2023 | 16 |
Stokes Family Office, LLC | 16 | 16 | 0.03% | 0.10% | 0.17% | Q4 2019 | Q3 2023 | 16 |
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | 16 | 16 | 0.08% | 0.11% | 0.14% | Q1 2019 | Q4 2022 | 16 |
HBC Financial Services, PLLC | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Westside Investment Management, Inc. | 11 | 5 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.26% | 0.52% | 0.88% | Q4 2019 | Q3 2023 | 16 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 2 | 0.00% | 0.04% | 0.07% | Q1 2014 | Q1 2021 | 16 |
Csenge Advisory Group | 14 | 1 | 0.01% | 0.06% | 0.11% | Q1 2018 | Q3 2023 | 16 |
Supplemental Annuity Collective Trust of NJ | 16 | 16 | 0.24% | 0.27% | 0.29% | Q1 2014 | Q4 2017 | 16 |
J.W. COLE ADVISORS, INC. | 16 | 16 | 0.04% | 0.19% | 0.85% | Q4 2019 | Q3 2023 | 16 |
Brick & Kyle, Associates | 15 | 1 | 0.15% | 0.18% | 0.24% | Q4 2014 | Q4 2018 | 16 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 11 | 5 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q2 2021 | 16 |
Kore Private Wealth LLC | 16 | 16 | 0.03% | 0.06% | 0.08% | Q4 2018 | Q3 2022 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.09% | 0.17% | 0.23% | Q4 2019 | Q3 2023 | 16 |
AGRAN LIBBIE | 16 | 16 | 2.37% | 2.69% | 3.06% | Q2 2013 | Q1 2017 | 16 |
SCOTIA CAPITAL INC. | 14 | 1 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q4 2022 | 16 |
Gryphon Financial Partners LLC | 13 | 3 | 0.01% | 0.06% | 0.11% | Q4 2017 | Q3 2022 | 16 |
GSA CAPITAL PARTNERS LLP | 4 | 1 | 0.02% | 0.10% | 0.60% | Q4 2013 | Q3 2023 | 16 |
Proficio Capital Partners LLC | 15 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q2 2020 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.02% | 0.06% | 0.15% | Q2 2013 | Q1 2017 | 16 |
Hummer Financial Advisory Services Inc | 16 | 16 | 0.29% | 0.49% | 0.70% | Q4 2019 | Q3 2023 | 16 |
Aries Wealth Management | 7 | 1 | 0.10% | 0.14% | 0.21% | Q4 2017 | Q3 2022 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.01% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Capital Asset Advisory Services LLC | 16 | 16 | 0.04% | 0.08% | 0.20% | Q4 2019 | Q3 2023 | 16 |
NovaPoint Capital, LLC | 16 | 16 | 0.82% | 1.11% | 1.34% | Q4 2019 | Q3 2023 | 16 |
FIELDPOINT PRIVATE ADVISORS, INC | 16 | 16 | 0.53% | 0.83% | 2.57% | Q2 2013 | Q1 2017 | 16 |
WEXFORD CAPITAL LP | 6 | 1 | 0.03% | 0.51% | 1.62% | Q2 2013 | Q3 2023 | 16 |
Leelyn Smith, LLC | 16 | 16 | 0.42% | 0.60% | 0.91% | Q4 2019 | Q3 2023 | 16 |
Maple-Brown Abbott Ltd | 16 | 16 | 4.00% | 6.86% | 9.35% | Q4 2019 | Q3 2023 | 16 |
BOYS ARNOLD & CO INC | 16 | 16 | 0.03% | 0.05% | 0.07% | Q2 2016 | Q1 2020 | 16 |
Centerpoint Advisors, LLC | 8 | 8 | 0.00% | 0.03% | 0.06% | Q1 2018 | Q3 2023 | 16 |
Marks Group Wealth Management, Inc | 16 | 16 | 0.08% | 0.13% | 0.20% | Q4 2019 | Q3 2023 | 16 |
Marcum Wealth, LLC | 16 | 16 | 0.05% | 0.09% | 0.15% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.02% | 0.05% | 0.12% | Q4 2019 | Q3 2023 | 16 |
ERTS Wealth Advisors, LLC | 16 | 16 | 0.06% | 0.16% | 0.32% | Q4 2018 | Q3 2022 | 16 |
PALISADE CAPITAL MANAGEMENT, LP | 11 | 2 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2020 | 16 |
Providence Capital Advisors, LLC | 15 | 1 | 0.01% | 0.59% | 0.80% | Q3 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.05% | 0.13% | 0.36% | Q4 2019 | Q3 2023 | 16 |
ICW Investment Advisors LLC | 16 | 16 | 0.23% | 0.43% | 0.54% | Q4 2019 | Q3 2023 | 16 |
Adams Wealth Management | 16 | 16 | 0.18% | 0.39% | 0.92% | Q4 2019 | Q3 2023 | 16 |
Bay Rivers Group | 16 | 16 | 1.04% | 1.84% | 2.72% | Q4 2019 | Q3 2023 | 16 |
Ecofin Advisors Ltd | 10 | 1 | 0.21% | 2.18% | 3.90% | Q3 2013 | Q4 2020 | 16 |
PDS Planning, Inc | 12 | 1 | 0.04% | 0.13% | 0.21% | Q4 2017 | Q2 2022 | 16 |
Visionary Wealth Advisors | 16 | 16 | 0.03% | 0.39% | 0.49% | Q4 2019 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.06% | 0.13% | 0.23% | Q4 2019 | Q3 2023 | 16 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 16 | 16 | 0.13% | 0.15% | 0.16% | Q2 2013 | Q1 2017 | 16 |
Argent Advisors, Inc. | 16 | 16 | 0.46% | 0.65% | 1.01% | Q4 2019 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.03% | 0.07% | 0.14% | Q4 2019 | Q3 2023 | 16 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 0.01% | 0.08% | 0.13% | Q4 2019 | Q3 2023 | 16 |
Soltis Investment Advisors LLC | 16 | 16 | 0.07% | 0.32% | 0.57% | Q4 2019 | Q3 2023 | 16 |
Gleason Group, Inc. | 16 | 16 | 0.10% | 0.24% | 0.43% | Q4 2019 | Q3 2023 | 16 |
Bank OZK | 16 | 16 | 0.07% | 0.12% | 0.16% | Q3 2013 | Q2 2017 | 16 |
OPPENHEIMER ASSET MANAGEMENT INC. | 7 | 3 | 0.00% | 0.00% | 0.03% | Q1 2017 | Q3 2023 | 16 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 16 | 16 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q4 2022 | 16 |
Douglas Lane & Associates, LLC | 8 | 2 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q4 2021 | 16 |
XML Financial, LLC | 16 | 16 | 0.22% | 0.41% | 0.51% | Q4 2019 | Q3 2023 | 16 |
CLEAR STREET MARKETS LLC | 7 | 1 | 0.00% | 0.04% | 0.24% | Q1 2014 | Q2 2023 | 16 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 14 | 1 | 0.08% | 0.53% | 1.78% | Q4 2018 | Q3 2023 | 16 |
TSFG, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2022 | 16 |
Vantage Investment Advisors, LLC | 16 | 16 | 0.01% | 0.10% | 0.15% | Q4 2014 | Q3 2018 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.02% | 0.06% | 0.14% | Q4 2019 | Q3 2023 | 16 |
Concert Wealth Management Inc. | 16 | 16 | 0.05% | 0.08% | 0.16% | Q2 2013 | Q1 2017 | 16 |
Platform Technology Partners | 10 | 5 | 0.20% | 0.31% | 0.54% | Q4 2019 | Q3 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.19% | 0.21% | 0.22% | Q2 2013 | Q4 2016 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.18% | 0.21% | 0.25% | Q2 2013 | Q4 2016 | 15 |
EVERETT HARRIS & CO /CA/ | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
BALDWIN BROTHERS LLC/MA | 12 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2023 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.18% | 0.20% | 0.22% | Q2 2013 | Q4 2016 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.28% | 0.42% | 0.51% | Q2 2013 | Q4 2016 | 15 |
Zurich Insurance Group Ltd/FI | 10 | 5 | 0.10% | 0.26% | 0.91% | Q3 2015 | Q3 2019 | 15 |
VESTOR CAPITAL, LLC | 13 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2016 | 15 |
AGF INVESTMENTS INC. | 7 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2021 | 15 |
Natixis Investment Managers International | 5 | 1 | 0.00% | 0.08% | 0.24% | Q2 2013 | Q2 2022 | 15 |
Geneva Advisors, LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2017 | 15 |
First American Bank | 9 | 2 | 0.02% | 0.07% | 0.17% | Q4 2017 | Q4 2021 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.25% | 0.32% | 0.38% | Q2 2013 | Q4 2016 | 15 |
A.R.T. Advisors, LLC | 8 | 1 | 0.03% | 0.23% | 0.43% | Q2 2013 | Q4 2019 | 15 |
Cullen Capital Management, LLC | 11 | 4 | 0.00% | 0.44% | 1.79% | Q2 2013 | Q3 2023 | 15 |
PREMIER ASSET MANAGEMENT LLC | 13 | 1 | 0.06% | 0.21% | 0.34% | Q2 2016 | Q4 2022 | 15 |
OFI Advisors LLC | 11 | 4 | 0.06% | 0.09% | 0.18% | Q3 2011 | Q3 2015 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.08% | 0.11% | 0.26% | Q2 2013 | Q4 2016 | 15 |
EXCHANGE TRADED CONCEPTS, LLC | 11 | 4 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2023 | 15 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.03% | 0.24% | 1.32% | Q4 2011 | Q3 2022 | 15 |
NuWave Investment Management, LLC | 12 | 1 | 0.00% | 0.30% | 1.22% | Q3 2013 | Q3 2022 | 15 |
Jackson Wealth Management, LLC | 13 | 1 | 0.05% | 0.16% | 0.28% | Q4 2014 | Q3 2022 | 15 |
Virtu KCG Holdings LLC | 6 | 2 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q2 2017 | 15 |
EXENCIAL WEALTH ADVISORS, LLC | 14 | 1 | 0.01% | 0.11% | 0.23% | Q1 2013 | Q3 2023 | 15 |
Tortoise Investment Management, LLC | 10 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 15 |
Stanley-Laman Group, Ltd. | 13 | 1 | 0.04% | 0.15% | 0.45% | Q1 2014 | Q2 2022 | 15 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q4 2019 | 15 |
FAGAN ASSOCIATES, INC. | 15 | 15 | 0.05% | 0.08% | 0.10% | Q3 2019 | Q1 2023 | 15 |
Fragasso Group Inc. | 7 | 1 | 0.03% | 0.09% | 0.28% | Q4 2013 | Q4 2023 | 15 |
Koshinski Asset Management, Inc. | 10 | 1 | 0.03% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 15 |
Sowell Financial Services LLC | 7 | 1 | 0.01% | 0.05% | 0.11% | Q3 2017 | Q1 2023 | 15 |
USA FINANCIAL FORMULAS | 13 | 2 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q2 2023 | 15 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.06% | 0.10% | 0.12% | Q1 2016 | Q1 2022 | 15 |
Cribstone Capital Management, LLC | 14 | 1 | 0.00% | 0.07% | 0.10% | Q2 2016 | Q1 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.03% | 0.06% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.05% | 0.07% | 0.08% | Q2 2016 | Q4 2019 | 15 |
Legacy Bridge, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Bridgeworth, LLC | 14 | 1 | 0.05% | 0.08% | 0.12% | Q2 2018 | Q2 2022 | 15 |
Summit Global Investments | 10 | 5 | 0.02% | 0.21% | 0.46% | Q4 2016 | Q3 2022 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Pratt Collard Advisory Partners LLC | 15 | 15 | 0.51% | 0.60% | 0.75% | Q4 2017 | Q2 2021 | 15 |
Murphy, Middleton, Hinkle & Parker, Inc. | 12 | 1 | 0.13% | 0.16% | 0.21% | Q4 2017 | Q3 2022 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Essex Savings Bank | 10 | 5 | 0.06% | 0.11% | 0.20% | Q4 2018 | Q3 2022 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.06% | 0.10% | 0.40% | Q1 2020 | Q3 2023 | 15 |
LIBERTY WEALTH MANAGEMENT LLC | 15 | 15 | 0.01% | 0.14% | 0.25% | Q4 2018 | Q2 2022 | 15 |
GREAT VALLEY ADVISOR GROUP, INC. | 15 | 15 | 0.01% | 0.05% | 0.12% | Q2 2019 | Q4 2022 | 15 |
KMG FIDUCIARY PARTNERS, LLC | 15 | 15 | 0.04% | 0.08% | 0.20% | Q1 2019 | Q3 2022 | 15 |
Arden Trust Co | 14 | 1 | 0.04% | 0.09% | 0.17% | Q2 2019 | Q1 2023 | 15 |
Wealth Alliance | 15 | 15 | 0.11% | 0.19% | 0.43% | Q1 2020 | Q3 2023 | 15 |
SPRENG CAPITAL MANAGEMENT, INC. | 15 | 15 | 0.22% | 0.50% | 0.85% | Q4 2019 | Q2 2023 | 15 |
Investment Research & Advisory Group, Inc. | 15 | 15 | 0.03% | 0.06% | 0.09% | Q4 2019 | Q2 2023 | 15 |
CAROLINAS WEALTH CONSULTING LLC | 15 | 15 | 0.03% | 0.05% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Citizens National Bank Trust Department | 15 | 15 | 0.16% | 0.70% | 1.50% | Q1 2020 | Q3 2023 | 15 |
Eudaimonia Partners, LLC | 8 | 7 | 0.09% | 0.30% | 0.58% | Q4 2019 | Q3 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.02% | 0.08% | 0.12% | Q1 2020 | Q3 2023 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2023 | 15 |
LORD, ABBETT & CO. LLC | 12 | 3 | 0.00% | 0.20% | 0.32% | Q2 2013 | Q2 2019 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.17% | 0.18% | 0.21% | Q2 2013 | Q4 2016 | 15 |
MARTINGALE ASSET MANAGEMENT L P | 12 | 3 | 0.01% | 0.09% | 0.21% | Q2 2013 | Q4 2022 | 15 |
FRONTIER INVESTMENT MGMT CO | 14 | 14 | 0.03% | 0.04% | 0.04% | Q1 2017 | Q2 2020 | 14 |
Wealth Quarterback LLC | 6 | 1 | 0.49% | 0.80% | 1.10% | Q1 1987 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.06% | 0.14% | 0.28% | Q2 2020 | Q3 2023 | 14 |
NORTHSTAR INVESTMENT ADVISORS LLC | 14 | 14 | 0.10% | 1.28% | 1.88% | Q1 2018 | Q2 2021 | 14 |
Shorepoint Capital Partners LLC | 9 | 5 | 1.15% | 1.32% | 1.68% | Q1 2019 | Q3 2022 | 14 |
Tranquility Partners, LLC | 11 | 3 | 0.21% | 0.39% | 0.73% | Q2 2019 | Q3 2023 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.01% | 0.06% | 0.11% | Q2 2013 | Q3 2016 | 14 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 14 | 14 | 0.16% | 0.52% | 0.99% | Q2 2020 | Q3 2023 | 14 |
Family Firm, Inc. | 8 | 6 | 0.11% | 0.14% | 0.17% | Q4 2015 | Q1 2021 | 14 |
Strategic Wealth Partners, Ltd. | 8 | 6 | 0.00% | 0.39% | 1.09% | Q4 2017 | Q1 2023 | 14 |
Symmetry Partners, LLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q4 2023 | 14 |
HBW ADVISORY SERVICES LLC | 11 | 1 | 0.06% | 0.11% | 0.21% | Q4 2019 | Q3 2023 | 14 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 14 |
OppenheimerFunds, Inc. | 14 | 14 | 0.00% | 0.02% | 0.10% | Q4 2015 | Q1 2019 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q3 2016 | 14 |
BRAVE ASSET MANAGEMENT INC | 12 | 1 | 0.11% | 0.13% | 0.14% | Q4 2013 | Q1 2019 | 14 |
SRS Capital Advisors, Inc. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 14 |
EARNEST PARTNERS LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 14 |
Rampart Investment Management Company, LLC | 14 | 14 | 0.04% | 0.34% | 0.99% | Q1 2017 | Q2 2020 | 14 |
Benchmark Wealth Management, LLC | 14 | 14 | 0.13% | 0.21% | 0.28% | Q4 2019 | Q1 2023 | 14 |
Jacobus Wealth Management, Inc. | 12 | 2 | 0.07% | 0.14% | 0.19% | Q4 2013 | Q3 2017 | 14 |
Monte Financial Group, LLC | 14 | 14 | 0.23% | 1.84% | 2.84% | Q4 2017 | Q1 2021 | 14 |
Illinois Municipal Retirement Fund | 13 | 1 | 0.02% | 0.13% | 0.52% | Q4 2019 | Q3 2023 | 14 |
ACIMA PRIVATE WEALTH, LLC | 14 | 14 | 0.03% | 0.04% | 0.07% | Q4 2018 | Q1 2022 | 14 |
DELTA LLOYD NV | 14 | 14 | 0.02% | 0.07% | 0.10% | Q2 2013 | Q3 2016 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.07% | 0.11% | 0.14% | Q2 2013 | Q3 2016 | 14 |
PIN OAK INVESTMENT ADVISORS INC | 8 | 6 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q1 2022 | 14 |
Marotta Asset Management | 13 | 1 | 0.05% | 0.09% | 0.15% | Q4 2019 | Q2 2023 | 14 |
CHURCHILL MANAGEMENT Corp | 10 | 1 | 0.17% | 0.32% | 0.67% | Q3 2013 | Q2 2020 | 14 |
DEERE & CO | 14 | 14 | 0.04% | 0.12% | 0.18% | Q2 2013 | Q3 2016 | 14 |
AlphaCrest Capital Management LLC | 11 | 1 | 0.04% | 0.13% | 0.26% | Q4 2018 | Q3 2022 | 14 |
BRINKER CAPITAL INC | 12 | 2 | 0.02% | 0.07% | 0.24% | Q4 2016 | Q2 2020 | 14 |
CABOT WEALTH MANAGEMENT INC | 9 | 1 | 0.03% | 0.04% | 0.07% | Q2 2016 | Q2 2022 | 14 |
Hexavest Inc. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2016 | 14 |
ACADIA TRUST NA | 14 | 14 | 0.09% | 0.10% | 0.11% | Q2 2013 | Q3 2016 | 14 |
Selective Wealth Management, Inc. | 13 | 1 | 0.08% | 0.17% | 0.47% | Q3 2018 | Q3 2022 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2016 | 14 |
SIT INVESTMENT ASSOCIATES INC | 8 | 6 | 0.00% | 0.08% | 0.33% | Q1 2020 | Q3 2023 | 14 |
BRR OpCo, LLC | 10 | 4 | 0.12% | 0.22% | 0.32% | Q2 2013 | Q3 2021 | 14 |
Partnervest Advisory Services LLC | 9 | 5 | 0.01% | 0.09% | 0.16% | Q2 2013 | Q3 2020 | 14 |
PARADIGM ASSET MANAGEMENT CO LLC | 14 | 14 | 0.18% | 0.24% | 0.34% | Q2 2019 | Q3 2022 | 14 |
Clean Yield Group | 10 | 1 | 0.00% | 0.08% | 0.11% | Q2 2014 | Q4 2022 | 14 |
ARGENT TRUST Co | 14 | 14 | 0.15% | 0.21% | 0.30% | Q4 2014 | Q1 2018 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q1 2019 | 14 |
Bigelow Investment Advisors, LLC | 14 | 14 | 0.14% | 0.30% | 0.40% | Q4 2019 | Q1 2023 | 14 |
Garrett Wealth Advisory Group, LLC | 10 | 4 | 0.12% | 0.16% | 0.20% | Q1 2019 | Q3 2022 | 14 |
Midwest Professional Planners, LTD. | 10 | 1 | 0.00% | 0.13% | 0.22% | Q4 2017 | Q3 2023 | 14 |
Realta Investment Advisors | 9 | 1 | 0.04% | 0.08% | 0.11% | Q1 2019 | Q1 2023 | 14 |
SKBA CAPITAL MANAGEMENT LLC | 7 | 7 | 0.02% | 1.23% | 2.11% | Q2 2013 | Q2 2020 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.03% | 0.04% | 0.04% | Q2 2017 | Q3 2020 | 14 |
UNITED FIRE GROUP INC | 14 | 14 | 0.11% | 0.20% | 0.28% | Q2 2016 | Q3 2019 | 14 |
OLD DOMINION CAPITAL MANAGEMENT INC | 14 | 14 | 1.34% | 2.52% | 3.41% | Q2 2018 | Q3 2021 | 14 |
Cornerstone Wealth Management, LLC | 10 | 1 | 0.02% | 0.04% | 0.06% | Q2 2017 | Q1 2023 | 14 |
Family Capital Trust Co | 14 | 14 | 0.11% | 0.13% | 0.15% | Q2 2013 | Q3 2016 | 14 |
Zions Bancorporation | 13 | 1 | 0.01% | 0.16% | 1.01% | Q1 2015 | Q3 2018 | 14 |
WINTRUST INVESTMENTS LLC | 13 | 1 | 0.02% | 0.04% | 0.08% | Q3 2018 | Q1 2022 | 14 |
Chronos Wealth Management, LLC | 14 | 14 | 0.98% | 1.79% | 2.20% | Q4 2019 | Q1 2023 | 14 |
Virtus ETF Advisers LLC | 14 | 14 | 0.03% | 0.50% | 0.78% | Q3 2018 | Q4 2021 | 14 |
Royal Fund Management, LLC | 14 | 14 | 0.00% | 0.10% | 0.25% | Q4 2016 | Q1 2020 | 14 |
FIRST MERCANTILE TRUST CO | 14 | 14 | 0.03% | 0.15% | 0.40% | Q2 2018 | Q3 2021 | 14 |
Global Financial Private Capital, Inc | 14 | 14 | 0.49% | 0.80% | 1.38% | Q1 2017 | Q2 2020 | 14 |
Wealthstreet Investment Advisors, LLC | 14 | 14 | 0.20% | 0.27% | 0.31% | Q4 2017 | Q1 2021 | 14 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.01% | 0.06% | Q4 2014 | Q2 2023 | 14 |
Cutler Capital Management, LLC | 14 | 14 | 0.31% | 1.72% | 8.27% | Q1 2019 | Q2 2022 | 14 |
NWAM LLC | 7 | 2 | 0.01% | 0.04% | 0.12% | Q3 2012 | Q2 2022 | 14 |
Perennial Advisors, LLC | 10 | 1 | 0.03% | 0.12% | 0.24% | Q4 2016 | Q2 2021 | 14 |
Ballentine Partners, LLC | 8 | 1 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q2 2023 | 14 |
Westhampton Capital, LLC | 14 | 14 | 0.17% | 0.35% | 0.61% | Q2 2019 | Q3 2022 | 14 |
NICHOLAS COMPANY, INC. | 13 | 13 | 0.09% | 0.12% | 0.14% | Q3 2019 | Q3 2022 | 13 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 13 | 13 | 0.43% | 0.96% | 1.15% | Q3 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.02% | 0.11% | 0.34% | Q1 2020 | Q3 2023 | 13 |
CenterStar Asset Management, LLC | 2 | 1 | 0.00% | 0.06% | 0.35% | Q4 2017 | Q4 2021 | 13 |
FIRST NIAGARA BANK | 13 | 13 | 0.09% | 0.11% | 0.14% | Q2 2013 | Q2 2016 | 13 |
Martin Capital Partners, LLC | 13 | 13 | 1.12% | 1.55% | 1.80% | Q3 2019 | Q3 2022 | 13 |
KINGS POINT CAPITAL MANAGEMENT | 12 | 1 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q1 2022 | 13 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 13 | 13 | 0.52% | 0.96% | 1.33% | Q2 2013 | Q2 2016 | 13 |
BOSTON ADVISORS LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2017 | 13 |
MinichMacGregor Wealth Management, LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2022 | 13 |
VALLEY WEALTH MANAGERS, INC. | 10 | 3 | 0.00% | 0.21% | 0.38% | Q1 2018 | Q4 2022 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.01% | 0.03% | 0.10% | Q3 2019 | Q3 2022 | 13 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 0.62% | 0.72% | 0.83% | Q2 2013 | Q2 2016 | 13 |
WINTON GROUP Ltd | 8 | 1 | 0.00% | 0.05% | 0.18% | Q2 2017 | Q3 2022 | 13 |
Avion Wealth | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Madison Asset Management, LLC | 13 | 13 | 0.21% | 0.43% | 0.61% | Q4 2019 | Q4 2022 | 13 |
CVA Family Office, LLC | 13 | 13 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Lenox Wealth Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2020 | 13 |
Sciencast Management LP | 7 | 1 | 0.05% | 0.47% | 1.02% | Q4 2015 | Q2 2022 | 13 |
Jaffetilchin Investment Partners, LLC | 13 | 13 | 0.03% | 0.06% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12 | 1 | 0.04% | 0.27% | 0.74% | Q2 2018 | Q4 2022 | 13 |
PEDDOCK CAPITAL ADVISORS, LLC | 11 | 1 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q4 2020 | 13 |
Capital Advisory Group Advisory Services, LLC | 7 | 6 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2021 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
INTEGRAL DERIVATIVES, LLC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2017 | 13 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 13 | 13 | 0.02% | 0.35% | 0.65% | Q1 2019 | Q1 2022 | 13 |
Tidal Investments LLC | 12 | 1 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.14% | 0.17% | 0.21% | Q2 2013 | Q2 2016 | 13 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 10 | 1 | 0.01% | 0.07% | 0.12% | Q1 2019 | Q3 2023 | 13 |
Gerber Kawasaki Wealth & Investment Management | 5 | 1 | 0.02% | 0.07% | 0.17% | Q2 2016 | Q1 2022 | 13 |
Cipher Capital LP | 2 | 1 | 0.04% | 0.32% | 0.89% | Q3 2014 | Q3 2023 | 13 |
KANALY TRUST CO | 13 | 13 | 0.21% | 0.25% | 0.32% | Q4 2013 | Q4 2016 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Montecito Bank & Trust | 9 | 1 | 0.03% | 0.19% | 0.41% | Q4 2016 | Q2 2022 | 13 |
Quantbot Technologies LP | 3 | 1 | 0.01% | 0.32% | 0.95% | Q2 2013 | Q4 2022 | 13 |
Berkshire Bank | 13 | 13 | 0.42% | 0.53% | 0.68% | Q3 2020 | Q3 2023 | 13 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 13 | 13 | 0.25% | 0.41% | 0.70% | Q4 2014 | Q4 2017 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Measured Wealth Private Client Group, LLC | 13 | 13 | 0.06% | 0.15% | 0.23% | Q2 2018 | Q2 2021 | 13 |
Clark Capital Management Group, Inc. | 12 | 1 | 0.02% | 0.05% | 0.36% | Q2 2013 | Q1 2018 | 13 |
Redwood Investment Management, LLC | 4 | 1 | 0.09% | 0.15% | 0.24% | Q2 2018 | Q3 2023 | 13 |
NIPPON LIFE INSURANCE CO | 13 | 13 | 0.03% | 0.05% | 0.06% | Q3 2014 | Q3 2017 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.04% | 0.07% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Principle Wealth Partners LLC | 12 | 1 | 0.03% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 13 |
BANCORPSOUTH INC | 10 | 3 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2017 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.26% | 0.50% | 0.72% | Q3 2020 | Q3 2023 | 13 |
Beacon Financial Advisory LLC | 13 | 13 | 0.28% | 0.33% | 0.40% | Q3 2020 | Q3 2023 | 13 |
Graypoint LLC | 13 | 13 | 0.02% | 0.08% | 0.15% | Q3 2020 | Q3 2023 | 13 |
GENERAL ELECTRIC CO | 13 | 13 | 0.03% | 0.13% | 0.42% | Q2 2013 | Q2 2016 | 13 |
Pacifica Partners Inc. | 8 | 5 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2023 | 13 |
IEQ CAPITAL, LLC | 10 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 13 |
SVA Wealth Management, LLC | 13 | 13 | 0.03% | 0.17% | 0.24% | Q4 2013 | Q4 2016 | 13 |
JOHN G ULLMAN & ASSOCIATES INC | 13 | 13 | 0.38% | 1.17% | 1.72% | Q3 2020 | Q3 2023 | 13 |
AllSquare Wealth Management LLC | 7 | 6 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2020 | 13 |
WealthShield Partners, LLC | 8 | 1 | 0.03% | 0.08% | 0.13% | Q1 2019 | Q3 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.03% | 0.08% | 0.14% | Q3 2020 | Q3 2023 | 13 |
Quantitative Systematic Strategies LLC | 4 | 1 | 0.09% | 0.43% | 1.02% | Q1 2014 | Q1 2021 | 13 |
Procyon Advisors, LLC | 10 | 3 | 0.00% | 0.11% | 0.18% | Q4 2019 | Q3 2023 | 13 |
Financial Planning & Information Services, Inc. | 13 | 13 | 0.04% | 0.10% | 0.14% | Q3 2020 | Q3 2023 | 13 |
Redwood Investments, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2016 | 13 |
ATLAS CAPITAL ADVISORS LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 13 |
CapWealth Advisors, LLC | 7 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2016 | 13 |
Cordasco Financial Network | 11 | 2 | 0.06% | 0.52% | 2.20% | Q4 2013 | Q2 2022 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q2 2018 | 13 |
Beacon Pointe Advisors, LLC | 11 | 1 | 0.02% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 12 |
TPH Asset Management, LLC | 12 | 12 | 0.00% | 0.72% | 1.95% | Q2 2013 | Q1 2016 | 12 |
Salvus Wealth Management, LLC | 12 | 12 | 0.33% | 0.75% | 1.00% | Q4 2020 | Q3 2023 | 12 |
ALLEGHANY CORP /DE | 12 | 12 | 1.13% | 3.49% | 5.56% | Q4 2019 | Q3 2022 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q1 2016 | 12 |
Ameritas Investment Company, LLC | 12 | 12 | 0.03% | 0.18% | 0.35% | Q4 2018 | Q3 2021 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.04% | 0.35% | 0.50% | Q4 2020 | Q3 2023 | 12 |
Certified Advisory Corp | 11 | 1 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q1 2021 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.08% | 0.14% | 0.19% | Q4 2020 | Q3 2023 | 12 |
Sompo Asset Management Co., Ltd. | 12 | 12 | 0.32% | 0.59% | 0.88% | Q4 2020 | Q3 2023 | 12 |
Western Wealth Management, LLC | 7 | 5 | 0.02% | 0.04% | 0.09% | Q4 2019 | Q4 2022 | 12 |
Phocas Financial Corp. | 9 | 1 | 0.01% | 0.15% | 0.62% | Q2 2013 | Q2 2019 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.05% | 0.07% | 0.09% | Q4 2018 | Q3 2021 | 12 |
Whitegate Investment Counselors, Inc. | 7 | 1 | 0.03% | 0.05% | 0.07% | Q4 2016 | Q3 2021 | 12 |
Alhambra Investment Management LLC | 12 | 12 | 0.20% | 0.32% | 0.56% | Q4 2019 | Q3 2022 | 12 |
OUTFITTER FINANCIAL LLC | 12 | 12 | 0.62% | 1.38% | 1.79% | Q4 2020 | Q3 2023 | 12 |
Crewe Advisors LLC | 7 | 1 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q2 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.02% | 0.09% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Sovereign Financial Group, Inc. | 12 | 12 | 0.26% | 0.44% | 0.75% | Q4 2020 | Q3 2023 | 12 |
Bay Harbor Wealth Management, LLC | 12 | 12 | 0.00% | 0.14% | 0.28% | Q4 2018 | Q3 2021 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q3 2021 | 12 |
JGP Wealth Management, LLC | 12 | 12 | 0.22% | 0.40% | 0.55% | Q2 2018 | Q1 2021 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
UNIVEST FINANCIAL Corp | 8 | 4 | 0.09% | 0.12% | 0.14% | Q4 2017 | Q4 2020 | 12 |
One Capital Management, LLC | 12 | 12 | 0.25% | 0.37% | 0.56% | Q4 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
SIGNET FINANCIAL MANAGEMENT, LLC | 6 | 1 | 0.02% | 0.12% | 0.21% | Q1 2016 | Q4 2021 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Weather Gauge Advisory, LLC | 12 | 12 | 2.36% | 2.85% | 3.49% | Q4 2018 | Q3 2021 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.10% | 0.14% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Capital Bank & Trust Co | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 12 |
Foundations Investment Advisors, LLC | 9 | 3 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 12 |
Apollon Wealth Management, LLC | 11 | 1 | 0.04% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 12 |
ROOSEVELT INVESTMENT GROUP LLC | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2022 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.01% | 0.19% | 0.37% | Q2 2018 | Q1 2021 | 12 |
Birchcreek Wealth Management, LLC | 12 | 12 | 0.16% | 0.36% | 0.46% | Q4 2020 | Q3 2023 | 12 |
Kiwi Wealth Investments Limited Partnership | 7 | 5 | 0.27% | 0.46% | 1.07% | Q4 2019 | Q4 2022 | 12 |
Column Capital Advisors, LLC | 9 | 3 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 12 |
Intrua Financial, LLC | 12 | 12 | 0.12% | 0.19% | 0.24% | Q2 2020 | Q1 2023 | 12 |
Maryland State Retirement & Pension System | 12 | 12 | 0.06% | 0.15% | 0.37% | Q4 2020 | Q3 2023 | 12 |
Physician Wealth Advisors, Inc. | 12 | 12 | 0.05% | 0.11% | 0.17% | Q2 2020 | Q1 2023 | 12 |
Sargent Bickham Lagudis LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2022 | 12 |
HEADINVEST, LLC | 12 | 12 | 0.09% | 0.13% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Concord Wealth Partners | 12 | 12 | 0.04% | 0.07% | 0.16% | Q4 2020 | Q3 2023 | 12 |
LMCG INVESTMENTS, LLC | 10 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2022 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.08% | 0.21% | 0.24% | Q2 2013 | Q1 2016 | 12 |
Venture Visionary Partners LLC | 12 | 12 | 0.05% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 12 |
RMB Capital Management, LLC | 12 | 12 | 0.01% | 0.05% | 0.15% | Q4 2016 | Q3 2019 | 12 |
Heritage Way Advisors, LLC | 12 | 12 | 1.08% | 1.56% | 1.81% | Q1 2018 | Q4 2020 | 12 |
Kinloch Capital, LLC | 12 | 12 | 0.14% | 0.23% | 0.33% | Q4 2020 | Q3 2023 | 12 |
Beacon Capital Management, Inc. | 11 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2017 | 12 |
GLG LLC | 9 | 1 | 0.02% | 0.16% | 0.45% | Q1 2014 | Q4 2017 | 12 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.02% | 0.06% | 0.12% | Q1 2020 | Q3 2023 | 12 |
Addison Capital Co | 7 | 5 | 0.10% | 0.15% | 0.23% | Q2 2019 | Q2 2022 | 12 |
Achmea Investment Management B.V. | 8 | 1 | 0.00% | 0.03% | 0.16% | Q1 2019 | Q2 2023 | 12 |
KOPP INVESTMENT ADVISORS LLC | 12 | 12 | 0.45% | 0.60% | 0.73% | Q1 2016 | Q4 2018 | 12 |
Santori & Peters, Inc. | 11 | 1 | 0.16% | 0.41% | 0.72% | Q4 2018 | Q4 2021 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Secrest Blakey & Associates, LLC | 12 | 12 | 0.64% | 1.34% | 3.00% | Q4 2017 | Q3 2020 | 12 |
HCR Wealth Advisors | 5 | 1 | 0.05% | 0.08% | 0.12% | Q4 2016 | Q4 2020 | 12 |
AlphaStar Capital Management, LLC | 11 | 1 | 0.03% | 0.19% | 0.56% | Q3 2019 | Q3 2023 | 12 |
Thomas J. Herzfeld Advisors, Inc. | 8 | 4 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2017 | 12 |
MCDANIEL TERRY & CO | 12 | 12 | 0.12% | 0.17% | 0.22% | Q2 2016 | Q1 2019 | 12 |
Strategic Equity Management | 12 | 12 | 0.16% | 0.27% | 0.38% | Q4 2020 | Q3 2023 | 12 |
CALDWELL & ORKIN INC | 12 | 12 | 0.41% | 1.56% | 3.50% | Q4 2013 | Q3 2016 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.19% | 0.36% | 0.67% | Q4 2016 | Q3 2019 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.15% | 0.28% | 0.52% | Q4 2016 | Q3 2019 | 12 |
CHIRON CAPITAL MANAGEMENT, LLC | 11 | 1 | 0.15% | 0.49% | 1.01% | Q3 2020 | Q3 2023 | 12 |
Siemens Fonds Invest GmbH | 12 | 12 | 0.13% | 0.26% | 0.37% | Q4 2020 | Q3 2023 | 12 |
Yorktown Management & Research Co Inc | 8 | 1 | 0.15% | 0.47% | 0.79% | Q2 2013 | Q2 2020 | 12 |
IMPAX ASSET MANAGEMENT LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q2 2018 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.14% | 0.27% | 0.50% | Q4 2016 | Q3 2019 | 12 |
CENTERSQUARE INVESTMENT MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2020 | 12 |
LAKE STREET ADVISORS GROUP, LLC | 10 | 1 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q2 2021 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.15% | 0.28% | 0.51% | Q4 2016 | Q3 2019 | 12 |
Robinson Value Management, Ltd. | 12 | 12 | 1.01% | 1.72% | 2.51% | Q4 2020 | Q3 2023 | 12 |
Apella Capital, LLC | 12 | 12 | 0.02% | 0.08% | 0.20% | Q1 2020 | Q4 2022 | 12 |
PRENTISS SMITH & CO INC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q3 2018 | 12 |
Elevated Capital Advisors, LLC | 4 | 1 | 0.34% | 0.45% | 0.58% | Q1 2019 | Q2 2023 | 12 |
EPG Wealth Management LLC | 12 | 12 | 0.08% | 0.25% | 1.00% | Q4 2019 | Q3 2022 | 12 |
Brandywine Global Investment Management, LLC | 7 | 5 | 0.02% | 0.20% | 0.51% | Q2 2019 | Q4 2022 | 12 |
Financial Network Wealth Management LLC | 12 | 12 | 0.15% | 0.29% | 0.43% | Q4 2020 | Q3 2023 | 12 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 9 | 3 | 0.00% | 0.01% | 0.07% | Q1 2020 | Q1 2023 | 12 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 12 | 12 | 0.21% | 0.34% | 0.43% | Q1 2018 | Q4 2020 | 12 |
Brown Miller Wealth Management, LLC | 12 | 12 | 0.15% | 0.47% | 0.77% | Q4 2020 | Q3 2023 | 12 |
New Potomac Partners, LLC | 12 | 12 | 0.05% | 0.22% | 0.68% | Q4 2017 | Q3 2020 | 12 |
Renasant Bank | 12 | 12 | 0.17% | 0.34% | 0.49% | Q4 2020 | Q3 2023 | 12 |
Krilogy Financial LLC | 11 | 1 | 0.02% | 0.04% | 0.10% | Q3 2015 | Q3 2018 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.13% | 0.15% | 0.17% | Q2 2013 | Q1 2016 | 12 |
Bard Financial Services, Inc. | 12 | 12 | 0.08% | 0.12% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Alliance Wealth Advisors, LLC | 12 | 12 | 0.24% | 0.46% | 0.60% | Q4 2020 | Q3 2023 | 12 |
Bremer Bank National Association | 9 | 3 | 0.04% | 0.06% | 0.08% | Q1 2019 | Q3 2022 | 12 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 11 |
Minot Wealth Management LLC | 11 | 11 | 0.07% | 0.12% | 0.30% | Q4 2019 | Q2 2022 | 11 |
Norman Fields, Gottscho Capital Management, LLC | 11 | 11 | 0.20% | 0.27% | 0.36% | Q1 2019 | Q3 2021 | 11 |
Ohio National Investments, Inc. | 11 | 11 | 0.16% | 0.18% | 0.19% | Q2 2013 | Q4 2015 | 11 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 5 | 2 | 0.00% | 0.25% | 0.38% | Q2 2015 | Q1 2021 | 11 |
EASTERLY INVESTMENT PARTNERS LLC | 11 | 11 | 0.05% | 1.64% | 2.50% | Q1 2021 | Q3 2023 | 11 |
Teza Capital Management LLC | 4 | 1 | 0.19% | 0.45% | 0.94% | Q1 2018 | Q3 2023 | 11 |
Marquette Asset Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 11 |
Colonial River Wealth Management, LLC | 8 | 3 | 0.75% | 1.70% | 2.28% | Q4 2020 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.06% | 0.10% | 0.13% | Q1 2021 | Q3 2023 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.30% | 0.55% | 0.72% | Q4 2018 | Q2 2021 | 11 |
MBE Wealth Management, LLC | 11 | 11 | 0.11% | 0.16% | 0.23% | Q4 2019 | Q2 2022 | 11 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 0.28% | 0.31% | 0.34% | Q2 2020 | Q4 2022 | 11 |
Commonwealth Financial Services, LLC | 10 | 1 | 0.04% | 0.09% | 0.18% | Q4 2014 | Q3 2023 | 11 |
Cedar Brook Financial Partners, LLC | 11 | 11 | 0.10% | 0.23% | 0.36% | Q1 2019 | Q3 2021 | 11 |
Garner Asset Management Corp | 11 | 11 | 0.09% | 0.13% | 0.17% | Q3 2020 | Q1 2023 | 11 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 5 | 0.04% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 11 |
Lowe Wealth Advisors, LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2018 | 11 |
Orion Capital Management LLC | 10 | 1 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 11 |
Bridgewater Wealth & Financial Management, LLC | 11 | 11 | 0.18% | 0.20% | 0.25% | Q4 2014 | Q2 2017 | 11 |
Edge Wealth Management LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2016 | 11 |
Day & Ennis, LLC | 4 | 3 | 0.07% | 0.10% | 0.12% | Q1 2019 | Q2 2022 | 11 |
Rathbones Group PLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2016 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.52% | 0.65% | 0.87% | Q4 2017 | Q2 2020 | 11 |
4J Wealth Management LLC | 11 | 11 | 0.23% | 0.37% | 0.51% | Q4 2020 | Q2 2023 | 11 |
CORNERSTONE ADVISORS INC | 8 | 3 | 0.05% | 0.22% | 0.28% | Q3 2015 | Q1 2019 | 11 |
Thrive Capital Management, LLC | 6 | 5 | 0.20% | 0.45% | 0.90% | Q4 2020 | Q3 2023 | 11 |
JBJ Investment Partners, LLC | 11 | 11 | 0.09% | 0.23% | 0.49% | Q2 2019 | Q4 2021 | 11 |
STRATTON MANAGEMENT CO | 11 | 11 | 0.13% | 0.19% | 0.39% | Q2 2013 | Q4 2015 | 11 |
NOVARE CAPITAL MANAGEMENT LLC | 5 | 1 | 0.02% | 0.04% | 0.06% | Q1 2016 | Q2 2022 | 11 |
Bridgewater Associates | 6 | 1 | 0.00% | 0.05% | 0.13% | Q1 2016 | Q1 2023 | 11 |
COMERICA SECURITIES INC | 11 | 11 | 0.05% | 0.07% | 0.09% | Q2 2016 | Q4 2018 | 11 |
Quadrature Capital Ltd | 2 | 1 | 0.01% | 0.11% | 0.24% | Q4 2015 | Q3 2023 | 11 |
CreativeOne Wealth, LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2023 | 11 |
OXFORD FINANCIAL GROUP, LTD. LLC | 10 | 1 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q1 2023 | 11 |
BCGM Wealth Management, LLC | 8 | 3 | 0.10% | 0.30% | 0.46% | Q4 2020 | Q3 2023 | 11 |
Main Street Financial Solutions, LLC | 11 | 11 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q2 2023 | 11 |
Nikko Asset Management Americas, Inc. | 11 | 11 | 0.01% | 0.03% | 0.07% | Q1 2014 | Q3 2016 | 11 |
Williams Jones Wealth Management, LLC. | 8 | 3 | 0.00% | 0.02% | 0.05% | Q3 2019 | Q3 2022 | 11 |
Eukles Asset Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.03% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 11 |
BHF Kleinwort Benson Group S.A. | 10 | 1 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q1 2016 | 11 |
NorthRock Partners, LLC | 5 | 3 | 0.02% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 11 |
Bradley & Co. Private Wealth Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Vantage Consulting Group Inc | 10 | 1 | 0.01% | 0.11% | 0.16% | Q4 2020 | Q3 2023 | 11 |
CONGRESS ASSET MANAGEMENT CO /MA | 7 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2022 | 11 |
JEPPSON WEALTH MANAGEMENT, LLC | 10 | 1 | 0.14% | 0.54% | 0.76% | Q3 2020 | Q2 2023 | 11 |
Ziegler Capital Management, LLC | 8 | 3 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q4 2022 | 11 |
AMERICAN NATIONAL BANK & TRUST CO /VA/ | 11 | 11 | 0.20% | 0.25% | 0.30% | Q2 2013 | Q4 2015 | 11 |
TECTONIC ADVISORS LLC | 11 | 11 | 0.03% | 0.11% | 0.16% | Q4 2020 | Q2 2023 | 11 |
Biltmore Family Office, LLC | 11 | 11 | 0.10% | 0.14% | 0.17% | Q4 2017 | Q2 2020 | 11 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 10 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2022 | 11 |
Segment Wealth Management, LLC | 11 | 11 | 0.05% | 0.10% | 0.13% | Q2 2015 | Q4 2017 | 11 |
Altshuler Shaham Ltd | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2022 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2015 | 11 |
Biltmore Capital Advisors LLC | 7 | 4 | 0.05% | 0.06% | 0.07% | Q1 2019 | Q4 2021 | 11 |
Willingdon Wealth Management | 11 | 11 | 0.01% | 0.52% | 0.97% | Q3 2017 | Q1 2020 | 11 |
Gallagher Fiduciary Advisors, LLC | 8 | 3 | 0.07% | 25.03% | 51.80% | Q4 2019 | Q3 2023 | 11 |
Gideon Capital Advisors, Inc. | 4 | 1 | 0.08% | 0.68% | 1.65% | Q2 2014 | Q3 2019 | 11 |
BRISTOL JOHN W & CO INC /NY/ | 11 | 11 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.02% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 11 |
Corbenic Partners LLC | 10 | 1 | 0.00% | 0.06% | 0.08% | Q4 2014 | Q4 2017 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q2 2023 | 11 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q2 2018 | 11 |
Spire Wealth Management | 11 | 11 | 0.04% | 0.07% | 0.12% | Q1 2021 | Q3 2023 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.56% | 0.63% | 0.92% | Q1 2014 | Q1 2017 | 11 |
CSM Advisors, LLC | 11 | 11 | 0.08% | 0.12% | 0.23% | Q1 2021 | Q3 2023 | 11 |
PSI Advisors, LLC | 9 | 2 | 0.00% | 0.06% | 0.24% | Q4 2019 | Q3 2023 | 11 |
Bryn Mawr Capital Management, LLC | 4 | 3 | 0.13% | 0.34% | 0.67% | Q1 2017 | Q3 2023 | 11 |
Armbruster Capital Management, Inc. | 10 | 10 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q1 2018 | 10 |
Freedom Investment Management, Inc. | 9 | 1 | 0.02% | 0.03% | 0.06% | Q1 2019 | Q4 2022 | 10 |
All Terrain Financial Advisors, LLC | 10 | 10 | 0.42% | 0.50% | 0.59% | Q2 2021 | Q3 2023 | 10 |
Resource Management, LLC | 10 | 10 | 0.04% | 0.07% | 0.09% | Q1 2019 | Q2 2021 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 10 |
VSR Financial Services, Inc. | 10 | 10 | 0.02% | 0.03% | 0.05% | Q1 2014 | Q2 2016 | 10 |
Elmwood Wealth Management, Inc. | 8 | 2 | 0.16% | 0.23% | 0.27% | Q1 2021 | Q3 2023 | 10 |
Daiwa SB Investments Ltd. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q2 2018 | 10 |
ExodusPoint Capital Management, LP | 8 | 1 | 0.00% | 0.14% | 0.38% | Q1 2019 | Q4 2022 | 10 |
Miracle Mile Advisors, LLC | 7 | 1 | 0.01% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 10 |
Old Port Advisors | 9 | 1 | 0.14% | 0.36% | 0.54% | Q1 2021 | Q3 2023 | 10 |
Altium Wealth Management LLC | 6 | 2 | 0.02% | 0.04% | 0.07% | Q4 2018 | Q2 2022 | 10 |
First National Bank of South Miami | 5 | 2 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q2 2023 | 10 |
Braun-Bostich & Associates Inc. | 7 | 3 | 0.01% | 0.04% | 0.13% | Q4 2017 | Q2 2020 | 10 |
DUALITY ADVISERS, LP | 4 | 1 | 0.05% | 0.28% | 0.84% | Q1 2019 | Q3 2022 | 10 |
Financial Gravity Asset Management, Inc. | 4 | 1 | 0.00% | 0.01% | 0.07% | Q1 2018 | Q3 2023 | 10 |
Antonetti Capital Management LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q2 2010 | Q1 2023 | 10 |
WADDELL & REED FINANCIAL INC | 5 | 5 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q1 2021 | 10 |
Ironsides Asset Advisors, LLC | 6 | 4 | 0.07% | 0.09% | 0.14% | Q1 2016 | Q2 2023 | 10 |
BCM ADVISORS, LLC | 10 | 10 | 0.20% | 0.30% | 0.40% | Q3 2020 | Q4 2022 | 10 |
Engineers Gate Manager LP | 4 | 1 | 0.01% | 0.15% | 0.39% | Q4 2017 | Q3 2023 | 10 |
Executive Wealth Management, LLC | 10 | 10 | 0.03% | 0.57% | 0.75% | Q4 2018 | Q1 2021 | 10 |
CENTAURUS FINANCIAL, INC. | 6 | 1 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2022 | 10 |
Bayesian Capital Management, LP | 3 | 1 | 0.04% | 0.14% | 0.35% | Q4 2016 | Q3 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.06% | 0.14% | 0.24% | Q2 2021 | Q3 2023 | 10 |
Newton One Investments LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
44 WEALTH MANAGEMENT LLC | 10 | 10 | 0.07% | 0.55% | 2.32% | Q4 2020 | Q1 2023 | 10 |
Campion Asset Management | 6 | 4 | 0.16% | 0.22% | 0.28% | Q1 2021 | Q3 2023 | 10 |
Intersect Capital LLC | 6 | 2 | 0.04% | 0.05% | 0.08% | Q4 2014 | Q2 2022 | 10 |
Index Management Solutions, LLC | 10 | 10 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q3 2015 | 10 |
Latitude Advisors, LLC | 10 | 10 | 0.18% | 0.28% | 0.60% | Q4 2020 | Q1 2023 | 10 |
WealthPLAN Partners, LLC | 6 | 2 | 0.00% | 0.06% | 0.11% | Q2 2016 | Q2 2023 | 10 |
QUEST INVESTMENT MANAGEMENT LLC | 10 | 10 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2015 | 10 |
UBS OCONNOR LLC | 4 | 2 | 0.02% | 0.25% | 0.65% | Q2 2013 | Q1 2021 | 10 |
NatWest Group plc | 10 | 10 | 0.01% | 0.06% | 0.11% | Q2 2013 | Q3 2015 | 10 |
SPERO-SMITH INVESTMENT ADVISERS INC /OH | 10 | 10 | 0.23% | 0.27% | 0.30% | Q2 2014 | Q3 2016 | 10 |
Harfst & Associates, Inc. | 9 | 1 | 0.07% | 0.14% | 0.25% | Q2 2015 | Q1 2019 | 10 |
King Wealth Management Group | 10 | 10 | 0.17% | 0.34% | 0.73% | Q2 2013 | Q3 2015 | 10 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 9 | 1 | 0.06% | 0.13% | 0.23% | Q4 2017 | Q2 2020 | 10 |
Mendel Money Management | 7 | 3 | 0.14% | 0.22% | 0.32% | Q4 2020 | Q3 2023 | 10 |
Lloyd Advisory Services, LLC. | 10 | 10 | 0.06% | 0.12% | 0.31% | Q4 2019 | Q1 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 10 |
Klingman & Associates, LLC | 8 | 2 | 0.00% | 0.04% | 0.07% | Q4 2014 | Q2 2022 | 10 |
Sandbox Financial Partners, LLC | 10 | 10 | 0.14% | 0.25% | 0.32% | Q4 2020 | Q1 2023 | 10 |
Allegis Investment Advisors, LLC | 10 | 10 | 0.19% | 0.48% | 0.64% | Q4 2015 | Q1 2018 | 10 |
Blackstart Capital LP | 7 | 3 | 1.66% | 5.27% | 6.91% | Q1 2017 | Q3 2019 | 10 |
Wellesley Investment Partners, LLC | 10 | 10 | 0.08% | 0.34% | 0.45% | Q4 2015 | Q1 2018 | 10 |
Inspire Investing, LLC | 10 | 10 | 0.20% | 0.61% | 0.83% | Q4 2017 | Q1 2020 | 10 |
Hefty Wealth Partners | 10 | 10 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q1 2018 | 10 |
Xact Kapitalforvaltning AB | 10 | 10 | 0.07% | 0.11% | 0.12% | Q3 2016 | Q4 2018 | 10 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 10 | 10 | 0.09% | 0.95% | 1.68% | Q2 2020 | Q3 2022 | 10 |
MBA Advisors LLC | 10 | 10 | 0.14% | 0.24% | 0.38% | Q1 2021 | Q2 2023 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.09% | 0.16% | 0.24% | Q4 2020 | Q3 2023 | 10 |
Human Investing LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 10 |
Cadence Bank | 5 | 1 | 0.02% | 0.33% | 0.74% | Q4 2017 | Q3 2023 | 10 |
Rock Point Advisors, LLC | 10 | 10 | 0.11% | 0.13% | 0.15% | Q3 2016 | Q4 2018 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
RNC CAPITAL MANAGEMENT LLC | 10 | 10 | 0.04% | 0.08% | 0.16% | Q2 2021 | Q3 2023 | 10 |
PFG Advisors | 10 | 10 | 0.04% | 0.06% | 0.07% | Q1 2021 | Q2 2023 | 10 |
Kepos Capital LP | 7 | 1 | 0.01% | 0.07% | 0.29% | Q1 2018 | Q3 2023 | 10 |
Permit Capital, LLC | 10 | 10 | 0.22% | 0.26% | 0.31% | Q2 2013 | Q3 2015 | 10 |
Hillsdale Investment Management Inc. | 10 | 10 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2015 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.09% | 0.16% | 0.19% | Q4 2016 | Q1 2019 | 10 |
Longbow Capital Partners, L.P. | 7 | 1 | 0.50% | 6.09% | 13.18% | Q2 2013 | Q1 2016 | 10 |
Salient Capital Advisors, LLC | 6 | 1 | 0.00% | 0.08% | 0.38% | Q4 2014 | Q3 2020 | 10 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.03% | 0.14% | Q3 2014 | Q2 2023 | 10 |
Amundi | 10 | 10 | 0.02% | 0.08% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Regent Peak Wealth Advisors LLC | 8 | 2 | 0.05% | 0.08% | 0.11% | Q1 2020 | Q3 2022 | 10 |
RITHOLTZ WEALTH MANAGEMENT | 7 | 1 | 0.01% | 0.05% | 0.12% | Q4 2016 | Q3 2022 | 10 |
NewEdge Wealth, LLC | 10 | 10 | 0.01% | 0.06% | 0.16% | Q2 2021 | Q3 2023 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.32% | 0.38% | 0.45% | Q2 2013 | Q3 2015 | 10 |
Ridgewood Investments LLC | 6 | 4 | 0.40% | 0.52% | 0.72% | Q3 2020 | Q3 2023 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Allred Capital Management, LLC | 8 | 1 | 0.08% | 0.18% | 0.25% | Q4 2018 | Q3 2022 | 10 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 10 | 10 | 0.09% | 0.13% | 0.19% | Q4 2020 | Q1 2023 | 10 |
NSI Retail Advisors, LLC | 10 | 10 | 0.02% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Epstein & White Financial LLC | 8 | 2 | 0.08% | 0.26% | 0.47% | Q4 2017 | Q2 2020 | 10 |
Cutter & CO Brokerage, Inc. | 10 | 10 | 0.16% | 0.33% | 0.48% | Q1 2017 | Q2 2019 | 10 |
Bank of New Hampshire | 10 | 10 | 0.19% | 0.36% | 0.56% | Q2 2021 | Q3 2023 | 10 |
Stillwater Capital Advisors, LLC | 9 | 1 | 0.04% | 1.13% | 1.40% | Q2 2013 | Q2 2022 | 10 |
Van Cleef Asset Management,Inc | 10 | 10 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2022 | 10 |
M Holdings Securities, Inc. | 4 | 1 | 0.02% | 0.08% | 0.43% | Q3 2014 | Q4 2022 | 10 |
Derbend Asset Management | 10 | 10 | 0.24% | 0.81% | 1.36% | Q2 2021 | Q3 2023 | 10 |
TIVERTON ASSET MANAGEMENT LLC | 9 | 1 | 0.01% | 0.12% | 0.29% | Q4 2016 | Q3 2019 | 10 |
Cowen Prime Advisors LLC | 9 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q2 2023 | 10 |
S&T BANK/PA | 10 | 10 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q3 2015 | 10 |
Pinnacle Wealth Planning Services, Inc. | 6 | 4 | 0.05% | 0.08% | 0.14% | Q3 2019 | Q3 2022 | 10 |
RVW Wealth, LLC | 10 | 10 | 0.04% | 0.07% | 0.12% | Q3 2021 | Q4 2023 | 10 |
TOEWS CORP /ADV | 4 | 1 | 0.05% | 0.40% | 0.89% | Q2 2016 | Q4 2022 | 10 |
Trust CO of the Ozarks | 10 | 10 | 0.36% | 0.44% | 0.61% | Q2 2013 | Q3 2015 | 10 |
RiverFront Investment Group, LLC | 8 | 2 | 0.01% | 0.50% | 0.78% | Q4 2008 | Q3 2023 | 10 |
Yaupon Capital Management LP | 4 | 1 | 1.02% | 2.30% | 4.21% | Q3 2019 | Q3 2023 | 10 |
Cornerstone Advisors, LLC | 5 | 2 | 0.01% | 0.23% | 0.44% | Q4 2019 | Q3 2023 | 9 |
Mondrian Investment Partners LTD | 9 | 9 | 0.10% | 0.33% | 0.43% | Q2 2019 | Q2 2021 | 9 |
WRIGHT INVESTORS SERVICE INC | 8 | 1 | 0.11% | 0.20% | 0.26% | Q3 2018 | Q1 2023 | 9 |
GW&K Investment Management, LLC | 5 | 2 | 0.00% | 0.35% | 0.70% | Q2 2013 | Q3 2023 | 9 |
Israel Discount Bank of New York | 9 | 9 | 0.03% | 0.04% | 0.04% | Q1 2017 | Q1 2019 | 9 |
Essex Private Wealth Management, LLC | 9 | 9 | 0.54% | 0.74% | 0.94% | Q4 2019 | Q4 2021 | 9 |
Integrated Wealth Management | 9 | 9 | 0.04% | 0.11% | 0.16% | Q1 2015 | Q1 2017 | 9 |
Dakota Wealth Management | 7 | 1 | 0.07% | 0.20% | 0.36% | Q4 2017 | Q3 2023 | 9 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 6 | 3 | 0.01% | 0.14% | 0.28% | Q1 2018 | Q3 2023 | 9 |
FRED ALGER MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2019 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.36% | 0.41% | 0.52% | Q2 2013 | Q2 2015 | 9 |
Bernardo Wealth Planning LLC | 9 | 9 | 0.12% | 0.24% | 0.31% | Q4 2018 | Q4 2020 | 9 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.15% | 0.68% | Q1 2016 | Q2 2022 | 9 |
Ellis Investment Partners, LLC | 6 | 3 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2022 | 9 |
CAHILL FINANCIAL ADVISORS INC | 9 | 9 | 0.12% | 0.18% | 0.22% | Q1 2018 | Q1 2020 | 9 |
Freedom Day Solutions, LLC | 9 | 9 | 0.18% | 0.52% | 0.74% | Q3 2018 | Q3 2020 | 9 |
MIRABELLA FINANCIAL SERVICES LLP | 8 | 1 | 0.03% | 0.14% | 0.34% | Q4 2020 | Q3 2023 | 9 |
Legend Financial Advisors, Inc. | 6 | 3 | 0.00% | 0.21% | 0.43% | Q4 2018 | Q2 2023 | 9 |
COWEN INC. | 8 | 1 | 0.02% | 0.04% | 0.07% | Q1 2014 | Q1 2018 | 9 |
SG3 Management, LLC | 4 | 1 | 0.00% | 0.05% | 0.14% | Q1 2017 | Q2 2021 | 9 |
Parkwood LLC | 6 | 1 | 0.04% | 0.06% | 0.10% | Q4 2013 | Q1 2017 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Strategic Wealth Management Group, LLC | 9 | 9 | 0.09% | 0.14% | 0.19% | Q1 2019 | Q1 2021 | 9 |
ALPHASIMPLEX GROUP, LLC | 5 | 4 | 0.11% | 0.17% | 0.22% | Q1 2019 | Q2 2021 | 9 |
THOMASPARTNERS, INC. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 9 |
Red Wave Investments LLC | 9 | 9 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q4 2022 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Arbor Wealth Management, LLC | 9 | 9 | 0.22% | 0.77% | 1.07% | Q2 2019 | Q2 2021 | 9 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 8 | 1 | 0.05% | 0.11% | 0.16% | Q1 2014 | Q2 2016 | 9 |
LNZ Capital LP | 7 | 1 | 2.15% | 20.29% | 100.00% | Q4 2016 | Q3 2020 | 9 |
AMERICAN NATIONAL BANK | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
SEVEN EIGHT CAPITAL, LP | 3 | 1 | 0.06% | 0.40% | 1.11% | Q3 2015 | Q3 2022 | 9 |
Kalos Management, Inc. | 9 | 9 | 0.22% | 0.35% | 0.55% | Q1 2020 | Q1 2022 | 9 |
Quantinno Capital Management LP | 6 | 3 | 0.02% | 0.13% | 0.47% | Q4 2018 | Q3 2023 | 9 |
Curran Financial Partners, LLC | 9 | 9 | 0.10% | 0.13% | 0.20% | Q4 2020 | Q4 2022 | 9 |
Capital International Investors | 9 | 9 | 0.07% | 0.14% | 0.40% | Q2 2013 | Q2 2015 | 9 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 7 | 1 | 0.49% | 0.91% | 1.50% | Q2 2019 | Q1 2022 | 9 |
Community Financial Services Group, LLC | 7 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2022 | 9 |
Frontier Wealth Management LLC | 9 | 9 | 0.02% | 0.06% | 0.22% | Q2 2020 | Q2 2022 | 9 |
Hilton Capital Management, LLC | 6 | 1 | 0.00% | 0.50% | 2.51% | Q2 2018 | Q1 2022 | 9 |
Ranch Capital Advisors Inc. | 9 | 9 | 0.03% | 0.05% | 0.11% | Q3 2019 | Q3 2021 | 9 |
SUSQUEHANNA TRUST & INVESTMENT CO | 9 | 9 | 0.06% | 0.07% | 0.07% | Q2 2013 | Q2 2015 | 9 |
Nicholas Hoffman & Company, LLC. | 7 | 1 | 0.04% | 0.07% | 0.08% | Q2 2018 | Q1 2021 | 9 |
Mayfair Advisory Group, LLC | 9 | 9 | 0.41% | 0.48% | 0.58% | Q3 2020 | Q3 2022 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.02% | 0.22% | 0.34% | Q3 2021 | Q3 2023 | 9 |
Almanack Investment Partners, LLC. | 9 | 9 | 0.02% | 0.04% | 0.08% | Q3 2020 | Q3 2022 | 9 |
Hall Private Wealth Advisors | 5 | 1 | 0.17% | 2.73% | 4.62% | Q4 2020 | Q2 2023 | 9 |
HUFF W R ASSET MANAGEMENT CO LLC /DE/ | 9 | 9 | 0.94% | 1.28% | 1.65% | Q4 2014 | Q4 2016 | 9 |
Strategic Blueprint, LLC | 6 | 1 | 0.02% | 0.78% | 1.42% | Q1 2019 | Q2 2022 | 9 |
EQUITEC SPECIALISTS, LLC | 2 | 1 | 0.03% | 0.81% | 3.22% | Q3 2015 | Q3 2020 | 9 |
Hoxton Financial, Inc. | 8 | 1 | 0.01% | 0.09% | 0.18% | Q2 2013 | Q1 2016 | 9 |
MADISON WEALTH MANAGEMENT | 9 | 9 | 0.10% | 0.16% | 0.21% | Q3 2021 | Q3 2023 | 9 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 5 | 1 | 0.00% | 0.60% | 1.41% | Q2 2013 | Q4 2020 | 9 |
CCM INVESTMENT ADVISERS LLC | 9 | 9 | 0.05% | 0.89% | 1.85% | Q2 2015 | Q2 2017 | 9 |
Mount Yale Investment Advisors, LLC | 7 | 2 | 0.00% | 0.04% | 0.07% | Q1 2018 | Q3 2022 | 9 |
EMERSON INVESTMENT MANAGEMENT, LLC | 9 | 9 | 0.06% | 0.06% | 0.07% | Q2 2013 | Q2 2015 | 9 |
Mandatum Life Insurance Co Ltd | 9 | 9 | 0.04% | 0.06% | 0.12% | Q4 2015 | Q4 2017 | 9 |
FC Advisory LLC | 3 | 1 | 0.08% | 0.11% | 0.14% | Q4 2017 | Q2 2022 | 9 |
DC Investments Management, LLC | 9 | 9 | 0.10% | 0.30% | 0.39% | Q2 2018 | Q2 2020 | 9 |
Aptus Capital Advisors, LLC | 3 | 1 | 0.01% | 0.09% | 0.22% | Q1 2019 | Q3 2023 | 9 |
OptiFour Integrated Wealth Management, LLC | 9 | 9 | 0.32% | 0.40% | 0.51% | Q4 2017 | Q4 2019 | 9 |
Charles Schwab Trust Co | 9 | 9 | 0.09% | 0.14% | 0.25% | Q4 2019 | Q4 2021 | 9 |
Benson Investment Management Company, Inc. | 4 | 1 | 0.02% | 1.03% | 2.44% | Q4 2016 | Q4 2022 | 9 |
MUFG Securities EMEA plc | 4 | 1 | 0.00% | 0.16% | 0.96% | Q2 2018 | Q3 2021 | 9 |
Magnetar Financial LLC | 4 | 1 | 0.00% | 0.07% | 0.43% | Q2 2017 | Q2 2022 | 9 |
Squar Milner Financial Services LLC | 9 | 9 | 0.19% | 0.23% | 0.29% | Q2 2018 | Q2 2020 | 9 |
Dunvegan Associates, Inc. | 8 | 8 | 0.01% | 0.39% | 0.84% | Q1 2014 | Q4 2015 | 8 |
Arlington Partners LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2021 | 8 |
Rede Wealth, LLC | 8 | 8 | 0.13% | 0.15% | 0.20% | Q4 2020 | Q3 2022 | 8 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.01% | 0.04% | 0.13% | Q3 2014 | Q1 2022 | 8 |
CBIZ Investment Advisory Services, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
NORTHSTAR CAPITAL MANAGEMENT LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q3 2019 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.04% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Secure Asset Management, LLC | 8 | 8 | 0.09% | 0.33% | 0.55% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2022 | 8 |
Regent Investment Management LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q1 2017 | Q4 2019 | 8 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 6 | 2 | 0.08% | 0.16% | 0.28% | Q4 2019 | Q4 2021 | 8 |
Surevest, LLC | 8 | 8 | 0.28% | 0.91% | 1.39% | Q4 2018 | Q3 2020 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 8 | 8 | 0.02% | 0.04% | 0.10% | Q4 2021 | Q3 2023 | 8 |
JASINKIEWICZ CAPITAL MANAGEMENT, LP | 8 | 8 | 0.06% | 1.52% | 3.04% | Q2 2013 | Q1 2015 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.02% | 0.08% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Claro Advisors LLC | 8 | 8 | 0.14% | 0.24% | 0.33% | Q4 2018 | Q3 2020 | 8 |
Retirement Group, LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2022 | 8 |
Pflug Koory, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2022 | 8 |
GROUP ONE TRADING, L.P. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 8 |
Evolution Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 8 |
Bill Few Associates, Inc. | 8 | 8 | 1.12% | 1.52% | 1.91% | Q4 2021 | Q3 2023 | 8 |
Clear Perspectives Financial Planning, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Stiles Financial Services Inc | 8 | 8 | 0.10% | 0.17% | 0.22% | Q4 2021 | Q3 2023 | 8 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 8 | 8 | 0.13% | 0.34% | 0.48% | Q1 2021 | Q4 2022 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Point72 Middle East FZE | 4 | 4 | 0.00% | 0.02% | 0.07% | Q4 2022 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Evolution Advisers, Inc. | 8 | 8 | 0.10% | 0.22% | 0.30% | Q4 2021 | Q3 2023 | 8 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 1.50% | 4.13% | Q4 2019 | Q3 2021 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 8 | 8 | 1.42% | 2.16% | 2.81% | Q4 2021 | Q3 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.09% | 0.12% | 0.16% | Q4 2021 | Q3 2023 | 8 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 8 | 8 | 0.82% | 1.39% | 2.02% | Q4 2021 | Q3 2023 | 8 |
MILLER WEALTH ADVISORS, LLC | 8 | 8 | 0.01% | 0.11% | 0.80% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
KENFARB & CO. | 8 | 8 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Filbrandt Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.66% | 0.89% | 1.13% | Q4 2021 | Q3 2023 | 8 |
AlphaOne Investment Services, LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2019 | 8 |
Brand Asset Management Group, Inc. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q1 2021 | 8 |
Windsor Wealth Management, Inc. | 7 | 1 | 0.09% | 0.15% | 0.19% | Q4 2017 | Q4 2019 | 8 |
Virtus Investment Advisers, Inc. | 5 | 3 | 0.08% | 0.24% | 0.54% | Q3 2016 | Q1 2023 | 8 |
Alan B Lancz & Associates, Inc. | 8 | 8 | 0.53% | 0.77% | 0.94% | Q4 2021 | Q3 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.15% | 0.24% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Carson Advisory Inc. | 8 | 8 | 2.18% | 2.46% | 2.67% | Q4 2021 | Q3 2023 | 8 |
GoalVest Advisory LLC | 8 | 8 | 0.00% | 0.49% | 0.81% | Q1 2022 | Q4 2023 | 8 |
Ifrah Financial Services, Inc. | 8 | 8 | 0.09% | 0.10% | 0.13% | Q4 2018 | Q3 2020 | 8 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.18% | 0.27% | 0.53% | Q4 2016 | Q2 2023 | 8 |
Hoese & Co LLP | 8 | 8 | 0.26% | 0.47% | 0.59% | Q1 2021 | Q4 2022 | 8 |
Robbins Farley | 4 | 1 | 0.03% | 0.31% | 0.68% | Q4 2020 | Q2 2023 | 8 |
CLOUGH CAPITAL PARTNERS L P | 5 | 3 | 0.01% | 0.13% | 0.34% | Q3 2013 | Q3 2017 | 8 |
Ascent Group, LLC | 8 | 8 | 0.20% | 0.26% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Valmark Advisers, Inc. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.01% | 0.06% | 0.13% | Q4 2019 | Q3 2021 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.15% | 0.23% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Houlihan Financial Resource Group, Ltd. | 5 | 1 | 0.21% | 0.40% | 0.68% | Q4 2019 | Q3 2023 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.23% | 0.24% | 0.25% | Q2 2013 | Q1 2015 | 8 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 4 | 1 | 0.66% | 1.14% | 2.44% | Q4 2015 | Q1 2022 | 8 |
Employers Holdings, Inc. | 8 | 8 | 0.08% | 0.59% | 0.76% | Q2 2019 | Q1 2021 | 8 |
QUANTUM CAPITAL MANAGEMENT | 8 | 8 | 0.08% | 0.29% | 0.40% | Q2 2013 | Q1 2015 | 8 |
Miramar Capital, LLC | 5 | 3 | 0.08% | 0.17% | 0.22% | Q4 2018 | Q2 2022 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
NATIONAL PENN INVESTORS TRUST CO /PA | 5 | 1 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2015 | 8 |
Steinberg Global Asset Management | 7 | 1 | 0.52% | 0.75% | 0.98% | Q2 2013 | Q1 2019 | 8 |
New Millennium Group LLC | 8 | 8 | 0.19% | 0.57% | 0.82% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.27% | 0.45% | 0.53% | Q2 2013 | Q1 2015 | 8 |
Mechanics Financial Corp | 8 | 8 | 0.07% | 0.18% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 8 |
Westshore Wealth, LLC | 7 | 1 | 0.24% | 0.32% | 0.48% | Q4 2019 | Q3 2022 | 8 |
Operose Advisors LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
WEST BANCORPORATION INC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2022 | 8 |
Ashburton (Jersey) Ltd | 8 | 8 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q1 2021 | 8 |
GSB Wealth Management, LLC | 8 | 8 | 0.08% | 0.10% | 0.17% | Q1 2021 | Q4 2022 | 8 |
Valley Brook Capital Group, Inc. | 8 | 8 | 0.21% | 0.23% | 0.26% | Q4 2020 | Q3 2022 | 8 |
Rollins Financial | 7 | 1 | 0.06% | 0.11% | 0.18% | Q2 2021 | Q2 2023 | 8 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 4 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2023 | 8 |
Railway Pension Investments Ltd | 8 | 8 | 0.22% | 0.26% | 0.41% | Q4 2018 | Q3 2020 | 8 |
STEEL GROVE CAPITAL ADVISORS, LLC | 8 | 8 | 0.07% | 0.10% | 0.15% | Q1 2017 | Q4 2018 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.19% | 0.21% | 0.23% | Q4 2014 | Q3 2016 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.06% | 0.08% | 0.11% | Q2 2013 | Q1 2015 | 8 |
TRANSCEND CAPITAL ADVISORS, LLC | 8 | 8 | 0.03% | 0.05% | 0.08% | Q3 2020 | Q2 2022 | 8 |
Stokes & Hubbell Capital Management, LLC | 8 | 8 | 0.08% | 0.10% | 0.13% | Q2 2017 | Q1 2019 | 8 |
CALTON & ASSOCIATES, INC. | 6 | 2 | 0.06% | 0.09% | 0.14% | Q4 2017 | Q3 2020 | 8 |
Optimal Asset Management, Inc. | 8 | 8 | 0.20% | 0.24% | 0.28% | Q4 2019 | Q3 2021 | 8 |
BANK OF THE WEST | 7 | 1 | 0.03% | 0.07% | 0.11% | Q3 2015 | Q2 2020 | 8 |
Klaas Financial Asset Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Pegasus Partners Ltd. | 8 | 8 | 0.06% | 0.16% | 0.24% | Q4 2019 | Q3 2021 | 8 |
DAVIDSON INVESTMENT ADVISORS | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2017 | 8 |
CLINTON GROUP INC | 3 | 1 | 0.02% | 0.42% | 1.32% | Q2 2014 | Q3 2018 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.04% | 0.15% | Q4 2021 | Q3 2023 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q4 2020 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Allegheny Financial Group LTD | 8 | 8 | 0.10% | 0.16% | 0.26% | Q4 2020 | Q3 2022 | 8 |
INDEPENDENT INVESTORS INC | 8 | 8 | 0.15% | 0.18% | 0.21% | Q1 2016 | Q4 2017 | 8 |
Blueshift Asset Management, LLC | 4 | 1 | 0.04% | 0.11% | 0.21% | Q4 2018 | Q4 2022 | 8 |
Confluence Wealth Services, Inc. | 8 | 8 | 0.08% | 0.20% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
STONERIDGE INVESTMENT PARTNERS LLC | 4 | 4 | 0.78% | 1.12% | 1.63% | Q4 2018 | Q3 2023 | 8 |
Austin Private Wealth, LLC | 7 | 1 | 0.04% | 0.07% | 0.11% | Q4 2020 | Q1 2023 | 8 |
Legg Mason Asset Management (Japan) Co., Ltd. | 8 | 8 | 0.70% | 1.01% | 1.41% | Q2 2017 | Q1 2019 | 8 |
SYNTAX ADVISORS, LLC | 8 | 8 | 0.19% | 0.21% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Bell Rock Capital LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q2 2017 | Q1 2019 | 8 |
Alterity Financial Group, LLC | 6 | 1 | 0.37% | 0.52% | 0.69% | Q1 2021 | Q3 2023 | 8 |
Wagner Wealth Management, LLC | 4 | 2 | 0.00% | 0.02% | 0.09% | Q2 2018 | Q3 2022 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.08% | 0.12% | 0.15% | Q4 2021 | Q3 2023 | 8 |
TI-TRUST, INC | 8 | 8 | 0.51% | 0.76% | 0.99% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.20% | 0.38% | 0.52% | Q3 2021 | Q2 2023 | 8 |
Smith Affiliated Capital Corp. | 7 | 1 | 0.02% | 0.02% | 0.02% | Q2 2011 | Q2 2014 | 8 |
Visium Asset Management, LP | 6 | 2 | 0.01% | 0.23% | 0.56% | Q2 2013 | Q3 2015 | 8 |
Trexquant Investment LP | 1 | 1 | 0.05% | 0.19% | 0.39% | Q3 2015 | Q2 2021 | 8 |
BOURGEON CAPITAL MANAGEMENT LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2021 | 8 |
Marshall Wace North America L.P. | 3 | 1 | 0.01% | 0.08% | 0.39% | Q4 2013 | Q3 2021 | 8 |
JAMISON EATON & WOOD INC /NJ | 8 | 8 | 0.21% | 0.23% | 0.26% | Q2 2013 | Q1 2015 | 8 |
Lantz Financial LLC | 8 | 8 | 0.10% | 0.12% | 0.16% | Q4 2021 | Q3 2023 | 8 |
DELTA FINANCIAL ADVISORS LLC | 8 | 8 | 0.42% | 1.25% | 1.61% | Q2 2019 | Q1 2021 | 8 |
Phoenix Wealth Advisors | 6 | 2 | 0.23% | 0.79% | 1.68% | Q4 2020 | Q3 2023 | 8 |
Northstar Group, Inc. | 8 | 8 | 0.06% | 0.12% | 0.18% | Q3 2020 | Q2 2022 | 8 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 8 | 8 | 0.35% | 0.65% | 1.08% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.03% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Mystic Asset Management, Inc. | 8 | 8 | 0.14% | 0.22% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Bank of Kentucky, Inc. | 8 | 8 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q1 2015 | 8 |
FSC Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.06% | 0.20% | Q4 2021 | Q3 2023 | 8 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Mork Capital Management, LLC | 4 | 4 | 0.48% | 0.79% | 1.17% | Q4 2019 | Q3 2023 | 8 |
MTM Investment Management, LLC | 8 | 8 | 0.12% | 0.13% | 0.14% | Q4 2020 | Q3 2022 | 8 |
Ascent Wealth Partners, LLC | 5 | 1 | 0.10% | 0.12% | 0.14% | Q4 2014 | Q1 2017 | 8 |
Adalta Capital Management LLC | 8 | 8 | 0.20% | 0.30% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Bramshill Investments, LLC | 5 | 3 | 0.00% | 0.16% | 0.31% | Q1 2020 | Q3 2023 | 8 |
CARLSON CAPITAL L P | 3 | 1 | 0.12% | 0.45% | 0.87% | Q3 2015 | Q4 2019 | 8 |
Monterey Private Wealth, Inc. | 8 | 8 | 0.11% | 0.13% | 0.17% | Q3 2020 | Q2 2022 | 8 |
City State Bank | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Prudent Man Advisors, LLC | 8 | 8 | 0.19% | 0.28% | 0.36% | Q3 2021 | Q2 2023 | 8 |
Aveo Capital Partners, LLC | 7 | 1 | 0.05% | 0.08% | 0.10% | Q3 2020 | Q3 2022 | 8 |
Quotient Investors, LLC | 5 | 3 | 0.06% | 0.13% | 0.26% | Q2 2013 | Q2 2016 | 8 |
Boston Partners | 7 | 7 | 0.28% | 0.34% | 0.42% | Q1 2021 | Q3 2022 | 7 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2 | 1 | 0.00% | 0.05% | 0.17% | Q1 2014 | Q2 2019 | 7 |
ABSHER WEALTH MANAGEMENT, LLC | 7 | 7 | 0.05% | 0.09% | 0.14% | Q4 2019 | Q2 2021 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2021 | 7 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 1 | 0.03% | 0.13% | 0.48% | Q1 2021 | Q1 2023 | 7 |
Total Clarity Wealth Management, Inc. | 4 | 1 | 0.01% | 0.13% | 0.27% | Q4 2019 | Q4 2022 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Avantax Planning Partners, Inc. | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q4 2020 | 7 |
ABNER HERRMAN & BROCK LLC | 5 | 1 | 0.03% | 0.04% | 0.06% | Q4 2017 | Q2 2020 | 7 |
M&G INVESTMENT MANAGEMENT LTD | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
Capital Innovations LLC | 7 | 7 | 0.21% | 0.46% | 0.88% | Q1 2015 | Q3 2016 | 7 |
ELEFANTE MICHAEL B | 7 | 7 | 0.06% | 0.11% | 0.13% | Q4 2012 | Q2 2014 | 7 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.09% | 0.29% | Q2 2013 | Q1 2018 | 7 |
NumerixS Investment Technologies Inc | 4 | 1 | 0.02% | 0.20% | 0.60% | Q4 2015 | Q3 2019 | 7 |
PUZO MICHAEL J | 4 | 3 | 0.11% | 0.13% | 0.16% | Q4 2013 | Q3 2015 | 7 |
Tufton Capital Management | 4 | 3 | 0.04% | 0.04% | 0.06% | Q3 2013 | Q2 2015 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q4 2014 | 7 |
Raab & Moskowitz Asset Management LLC | 5 | 1 | 0.01% | 0.07% | 0.13% | Q4 2013 | Q4 2019 | 7 |
Merit Financial Group, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
VICUS CAPITAL | 7 | 7 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q4 2020 | 7 |
Bank Julius Baer & Co. Ltd, Zurich | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 7 |
COMPTON CAPITAL MANAGEMENT INC /RI | 7 | 7 | 0.14% | 0.16% | 0.18% | Q3 2020 | Q1 2022 | 7 |
Maven Securities LTD | 3 | 1 | 0.01% | 0.12% | 0.71% | Q1 2018 | Q4 2022 | 7 |
Visionary Asset Management, Inc. | 4 | 3 | 0.07% | 0.52% | 1.01% | Q4 2014 | Q4 2018 | 7 |
MID CONTINENT CAPITAL LLC/IL | 7 | 7 | 0.40% | 0.48% | 0.54% | Q2 2013 | Q4 2014 | 7 |
PRINCETON CAPITAL MANAGEMENT INC | 7 | 7 | 0.15% | 0.18% | 0.21% | Q1 2016 | Q3 2017 | 7 |
Lebenthal Holdings,LLC | 7 | 7 | 0.06% | 0.21% | 0.77% | Q4 2014 | Q2 2016 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q1 2021 | 7 |
AMG Funds LLC | 7 | 7 | 0.54% | 2.21% | 3.90% | Q1 2019 | Q3 2020 | 7 |
MADISON INVESTMENT HOLDINGS INC | 6 | 1 | 0.15% | 0.20% | 0.22% | Q4 2017 | Q3 2019 | 7 |
QUEST CAPITAL MANAGEMENT INC /ADV | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2019 | Q3 2020 | 7 |
ANCHOR CAPITAL ADVISORS LLC | 7 | 7 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q4 2014 | 7 |
Terra Nova Asset Management LLC | 6 | 1 | 0.49% | 0.91% | 2.54% | Q1 2015 | Q4 2016 | 7 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 1 | 0.04% | 0.25% | 0.47% | Q2 2015 | Q3 2023 | 7 |
QUALCOMM INC/DE | 7 | 7 | 0.24% | 0.42% | 0.70% | Q2 2013 | Q4 2014 | 7 |
ARGENT TRUST COMPANY, N.A. | 7 | 7 | 0.09% | 0.14% | 0.16% | Q2 2013 | Q4 2014 | 7 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 7 | 7 | 0.17% | 0.20% | 0.29% | Q4 2020 | Q2 2022 | 7 |
FORT PITT CAPITAL GROUP INC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2014 | Q3 2015 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2020 | 7 |
WESPAC Advisors SoCal, LLC | 3 | 2 | 0.01% | 0.01% | 0.03% | Q1 2016 | Q1 2019 | 7 |
BAILARD, INC. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q2 2020 | 7 |
Perpetual Investment Management Ltd | 4 | 3 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q4 2022 | 7 |
ARGI Investment Services, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2022 | 7 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2017 | 7 |
HHG & Company, LLC | 7 | 7 | 0.08% | 0.26% | 0.39% | Q2 2013 | Q4 2014 | 7 |
ROCKY MOUNTAIN ADVISERS, LLC | 7 | 7 | 0.02% | 0.08% | 0.11% | Q1 2019 | Q3 2020 | 7 |
BALASA DINVERNO & FOLTZ LLC | 7 | 7 | 0.03% | 0.04% | 0.04% | Q3 2013 | Q1 2015 | 7 |
Nuveen Fund Advisors, LLC | 7 | 7 | 0.05% | 0.13% | 0.33% | Q4 2016 | Q2 2018 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.12% | 0.20% | 0.28% | Q1 2022 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.06% | 0.07% | 0.09% | Q2 2013 | Q4 2014 | 7 |
Aurora Investment Counsel | 7 | 7 | 0.82% | 0.93% | 1.03% | Q2 2018 | Q4 2019 | 7 |
Li Winifred I | 7 | 7 | 0.08% | 0.10% | 0.12% | Q2 2013 | Q4 2014 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.15% | 0.17% | 0.19% | Q4 2016 | Q2 2018 | 7 |
JOYN Advisors, Inc. | 4 | 3 | 0.00% | 0.04% | 0.08% | Q1 2018 | Q1 2020 | 7 |
MONARCH CAPITAL MANAGEMENT INC/ | 5 | 2 | 0.07% | 0.07% | 0.08% | Q3 2019 | Q3 2022 | 7 |
Ironwood Investment Counsel, LLC | 7 | 7 | 0.06% | 0.06% | 0.07% | Q1 2021 | Q3 2022 | 7 |
Summit Trail Advisors, LLC | 3 | 2 | 0.01% | 0.03% | 0.08% | Q4 2017 | Q3 2023 | 7 |
Covalis Capital LLP | 2 | 1 | 0.24% | 3.07% | 11.40% | Q2 2018 | Q2 2022 | 7 |
Torch Wealth Management LLC | 4 | 3 | 0.01% | 0.10% | 0.18% | Q4 2013 | Q4 2019 | 7 |
River Road Asset Management, LLC | 7 | 7 | 0.37% | 0.87% | 1.21% | Q1 2019 | Q3 2020 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q2 2019 | 7 |
Clear Perspective Advisors, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q2 2018 | 7 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 7 | 7 | 0.09% | 1.22% | 2.64% | Q2 2013 | Q4 2014 | 7 |
Advisors Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
BFSG, LLC | 4 | 3 | 0.22% | 0.46% | 0.68% | Q3 2019 | Q2 2022 | 7 |
Halpern Financial, Inc. | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2023 | 7 |
FLC Capital Advisors | 7 | 7 | 0.08% | 0.10% | 0.11% | Q1 2019 | Q3 2020 | 7 |
Capstone Financial Advisors, Inc. | 7 | 7 | 0.10% | 0.14% | 0.19% | Q4 2013 | Q2 2015 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2021 | 7 |
INVESTMENT CENTERS OF AMERICA INC | 3 | 2 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q1 2017 | 7 |
Centenus Global Management, LP | 5 | 1 | 1.30% | 2.07% | 3.07% | Q4 2017 | Q4 2019 | 7 |
CHASE INVESTMENT COUNSEL CORP | 6 | 1 | 0.12% | 0.17% | 0.18% | Q3 2018 | Q2 2020 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.08% | 0.13% | 0.17% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.05% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Lenox Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 7 |
Powers Advisory Group, LLC | 7 | 7 | 0.15% | 0.22% | 0.27% | Q4 2021 | Q2 2023 | 7 |
TRIAD FINANCIAL ADVISORS, INC. | 7 | 7 | 0.10% | 0.19% | 0.27% | Q4 2021 | Q2 2023 | 7 |
Freestone Capital Holdings, LLC | 2 | 1 | 0.01% | 0.09% | 0.54% | Q3 2013 | Q1 2022 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.11% | 0.24% | 0.35% | Q4 2021 | Q3 2023 | 7 |
Polaris Wealth Advisory Group, LLC | 5 | 1 | 0.00% | 1.13% | 2.84% | Q1 2018 | Q3 2022 | 7 |
Intelligent Financial Strategies | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 7 |
Morton Brown Family Wealth, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Dominick & Dominick LLC | 7 | 7 | 0.26% | 0.30% | 0.33% | Q2 2013 | Q4 2014 | 7 |
Ergoteles LLC | 3 | 1 | 0.01% | 0.16% | 0.88% | Q4 2020 | Q2 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Adirondack Research & Management Inc. | 7 | 7 | 0.38% | 0.84% | 1.28% | Q1 2020 | Q3 2021 | 7 |
Congress Wealth Management LLC / DE / | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
LFA - Lugano Financial Advisors SA | 7 | 7 | 0.12% | 0.19% | 0.38% | Q4 2021 | Q2 2023 | 7 |
Manhattan West Asset Management, LLC | 7 | 7 | 0.59% | 0.71% | 0.85% | Q1 2022 | Q3 2023 | 7 |
Buttonwood Financial Advisors Inc. | 7 | 7 | 0.37% | 0.59% | 0.76% | Q1 2022 | Q3 2023 | 7 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.08% | 0.11% | 0.15% | Q4 2021 | Q3 2023 | 7 |
Landmark Bank | 7 | 7 | 0.09% | 0.22% | 0.27% | Q2 2018 | Q4 2019 | 7 |
Insight Wealth Strategies, LLC | 7 | 7 | 0.05% | 0.08% | 0.11% | Q3 2019 | Q1 2021 | 7 |
Asset Advisors Investment Management, LLC | 4 | 3 | 0.04% | 0.06% | 0.10% | Q3 2018 | Q2 2020 | 7 |
Strategic Investment Advisors / MI | 7 | 7 | 0.20% | 0.25% | 0.31% | Q4 2018 | Q2 2020 | 7 |
C2C Wealth Management, LLC | 7 | 7 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q2 2023 | 7 |
Magnus Financial Group LLC | 7 | 7 | 0.03% | 0.05% | 0.07% | Q1 2019 | Q3 2020 | 7 |
Stevens First Principles Investment Advisors | 7 | 7 | 1.54% | 1.63% | 1.70% | Q4 2017 | Q2 2019 | 7 |
Ionic Capital Management LLC | 6 | 6 | 0.00% | 0.25% | 0.52% | Q4 2017 | Q1 2019 | 7 |
My Legacy Advisors, LLC | 7 | 7 | 0.27% | 0.33% | 0.37% | Q1 2022 | Q3 2023 | 7 |
Waterfront Wealth Inc. | 7 | 7 | 0.12% | 0.23% | 0.30% | Q1 2022 | Q3 2023 | 7 |
West Family Investments, Inc. | 4 | 1 | 0.12% | 0.18% | 0.24% | Q2 2021 | Q3 2023 | 7 |
TCF National Bank | 7 | 7 | 0.11% | 0.17% | 0.22% | Q3 2019 | Q1 2021 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.10% | 0.11% | 0.13% | Q2 2013 | Q4 2014 | 7 |
Laurel Wealth Planning LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2022 | 7 |
WISCONSIN CAPITAL MANAGEMENT LLC | 7 | 7 | 0.13% | 0.14% | 0.14% | Q2 2013 | Q4 2014 | 7 |
Atlas Private Wealth Management, LLC | 6 | 1 | 0.01% | 0.03% | 0.12% | Q4 2019 | Q1 2022 | 7 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 5 | 1 | 0.04% | 0.07% | 0.15% | Q2 2013 | Q1 2015 | 6 |
Seven Springs Wealth Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
Alyeska Investment Group, L.P. | 5 | 1 | 0.02% | 0.49% | 0.82% | Q4 2014 | Q1 2018 | 6 |
6 Meridian | 6 | 6 | 0.04% | 0.05% | 0.06% | Q1 2018 | Q2 2019 | 6 |
SS&H Financial Advisors, Inc. | 5 | 1 | 0.25% | 0.40% | 0.50% | Q1 2022 | Q3 2023 | 6 |
RENAISSANCE GROUP LLC | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
High Net Worth Advisory Group LLC | 6 | 6 | 0.14% | 0.24% | 0.31% | Q4 2021 | Q1 2023 | 6 |
Virtue Capital Management, LLC | 3 | 1 | 0.06% | 0.20% | 0.49% | Q4 2017 | Q2 2020 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Cyrus J. Lawrence, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 6 |
Athena Investment Management | 6 | 6 | 0.16% | 0.23% | 0.28% | Q1 2022 | Q2 2023 | 6 |
MARYLAND CAPITAL ADVISORS INC. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
LSP Investment Advisors, LLC | 6 | 6 | 0.09% | 0.10% | 0.11% | Q3 2021 | Q4 2022 | 6 |
Lansing Street Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
HRT FINANCIAL LP | 2 | 1 | 0.02% | 0.35% | 1.50% | Q3 2015 | Q3 2023 | 6 |
Schooner Investment Group, LLC. | 6 | 6 | 0.24% | 0.39% | 0.72% | Q2 2015 | Q3 2016 | 6 |
Kavar Capital Partners, LLC | 3 | 1 | 0.00% | 0.05% | 0.07% | Q4 2013 | Q2 2019 | 6 |
Virginia National Bank | 6 | 6 | 0.14% | 0.23% | 0.29% | Q3 2018 | Q4 2019 | 6 |
MHI Funds, LLC | 6 | 6 | 0.01% | 0.06% | 0.10% | Q4 2017 | Q1 2019 | 6 |
Alaska Permanent Fund Corp | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 6 |
Alera Investment Advisors, LLC | 4 | 2 | 0.01% | 0.13% | 0.22% | Q4 2018 | Q4 2022 | 6 |
Accurate Wealth Management, LLC | 5 | 1 | 0.05% | 0.15% | 0.20% | Q2 2021 | Q4 2022 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q2 2023 | 6 |
AMERICAN ASSET MANAGEMENT INC. | 6 | 6 | 0.53% | 0.72% | 0.81% | Q3 2018 | Q4 2019 | 6 |
Icon Wealth Partners, LLC | 6 | 6 | 0.05% | 0.07% | 0.10% | Q4 2017 | Q1 2019 | 6 |
Corsicana & Co. | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2022 | 6 |
Schechter Investment Advisors, LLC | 4 | 2 | 0.02% | 0.05% | 0.07% | Q4 2021 | Q2 2023 | 6 |
Ninepoint Partners LP | 5 | 1 | 0.08% | 0.15% | 0.22% | Q2 2020 | Q3 2022 | 6 |
Alpha Paradigm Partners, LLC | 5 | 1 | 0.03% | 0.09% | 0.13% | Q1 2021 | Q4 2022 | 6 |
Banyan Partners, LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q1 2019 | 6 |
Providence First Trust Co | 3 | 3 | 0.09% | 0.35% | 0.64% | Q4 2019 | Q3 2022 | 6 |
AM INVESTMENT STRATEGIES LLC | 6 | 6 | 0.08% | 0.10% | 0.12% | Q3 2020 | Q4 2021 | 6 |
CJM Wealth Advisers, Ltd. | 5 | 1 | 0.11% | 0.16% | 0.21% | Q1 2022 | Q3 2023 | 6 |
Heritage Trust Co | 3 | 1 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 6 |
Synergy Asset Management, LLC | 4 | 2 | 0.58% | 0.74% | 0.95% | Q3 2021 | Q1 2023 | 6 |
STERNE AGEE GROUP, INC. | 6 | 6 | 0.25% | 0.43% | 0.53% | Q4 2013 | Q1 2015 | 6 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.07% | 0.15% | 0.21% | Q3 2019 | Q1 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
PIER 88 INVESTMENT PARTNERS LLC | 6 | 6 | 0.05% | 0.11% | 0.36% | Q2 2022 | Q3 2023 | 6 |
EDMUNDS WHITE PARTNERS LLC | 6 | 6 | 0.09% | 0.10% | 0.12% | Q2 2013 | Q3 2014 | 6 |
Outlook Wealth Advisors, LLC | 6 | 6 | 0.13% | 0.38% | 0.60% | Q4 2018 | Q1 2020 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
ADVOCATE GROUP LLC | 6 | 6 | 1.09% | 1.72% | 2.61% | Q2 2022 | Q3 2023 | 6 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 5 | 1 | 0.10% | 0.19% | 0.24% | Q4 2019 | Q1 2022 | 6 |
Princeton Global Asset Management LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 6 |
COZAD ASSET MANAGEMENT INC | 5 | 1 | 0.03% | 0.19% | 0.38% | Q1 2020 | Q2 2022 | 6 |
MORRIS FINANCIAL CONCEPTS, INC. | 6 | 6 | 0.14% | 0.22% | 0.30% | Q4 2021 | Q1 2023 | 6 |
Crosspoint Capital Strategies, LLC | 6 | 6 | 0.02% | 0.13% | 0.25% | Q2 2014 | Q3 2015 | 6 |
JT Stratford LLC | 6 | 6 | 0.12% | 0.21% | 0.31% | Q3 2019 | Q4 2020 | 6 |
CHILDRESS CAPITAL ADVISORS, LLC | 5 | 1 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q3 2022 | 6 |
MJP ASSOCIATES INC /ADV | 3 | 3 | 0.06% | 0.08% | 0.12% | Q4 2020 | Q2 2022 | 6 |
Yellowstone Partners, LLC | 4 | 2 | 0.19% | 0.26% | 0.34% | Q4 2015 | Q4 2017 | 6 |
LEVIN CAPITAL STRATEGIES, L.P. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q4 2015 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.58% | 0.68% | 0.76% | Q2 2013 | Q3 2014 | 6 |
Arbor Investment Advisors, LLC | 6 | 6 | 0.07% | 0.08% | 0.10% | Q1 2021 | Q2 2022 | 6 |
AIA Group Ltd | 6 | 6 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q1 2023 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.06% | 0.24% | 0.33% | Q2 2013 | Q3 2014 | 6 |
O'Shares Investment Advisers, LLC | 6 | 6 | 0.36% | 0.45% | 0.57% | Q4 2018 | Q1 2020 | 6 |
EVERGREEN CAPITAL MANAGEMENT LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 6 |
AAFMAA Wealth Management & Trust LLC | 6 | 6 | 0.35% | 0.57% | 1.58% | Q4 2020 | Q1 2022 | 6 |
Absolute Return Capital, LLC | 5 | 1 | 0.02% | 0.18% | 0.51% | Q2 2013 | Q3 2015 | 6 |
Teilinger Capital Ltd. | 3 | 1 | 0.39% | 2.80% | 7.24% | Q3 2020 | Q2 2023 | 6 |
FIRETHORN WEALTH PARTNERS, LLC | 3 | 3 | 0.20% | 0.25% | 0.32% | Q4 2020 | Q2 2022 | 6 |
Euclid Advisors LLC | 3 | 1 | 0.04% | 0.51% | 0.99% | Q2 2013 | Q2 2016 | 6 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 5 | 1 | 0.02% | 0.08% | 0.23% | Q4 2020 | Q1 2023 | 6 |
SYMPHONY ASSET MANAGEMENT LLC | 4 | 2 | 0.06% | 0.09% | 0.14% | Q4 2014 | Q2 2016 | 6 |
Price Wealth, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2020 | 6 |
Exane Asset Management | 6 | 6 | 0.08% | 0.71% | 1.21% | Q1 2018 | Q2 2019 | 6 |
QUANTRES ASSET MANAGEMENT Ltd | 3 | 1 | 0.20% | 0.49% | 0.80% | Q3 2016 | Q1 2019 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
SEI TRUST CO | 6 | 6 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2014 | 6 |
EAGLE ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.30% | 0.69% | Q1 2020 | Q3 2022 | 6 |
BANQUE PICTET & CIE SA | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2 | 1 | 0.00% | 0.03% | 0.12% | Q2 2017 | Q3 2020 | 6 |
Lloyds Banking Group plc | 6 | 6 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q3 2014 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 6 |
FIRST COMMUNITY TRUST NA | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
BI Asset Management Fondsmaeglerselskab A/S | 6 | 6 | 0.01% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
BAR HARBOR TRUST SERVICES | 3 | 1 | 0.00% | 0.13% | 0.27% | Q4 2019 | Q2 2022 | 6 |
Weaver Consulting Group | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 6 |
CFS, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
True North Advisors, LLC | 6 | 6 | 0.05% | 0.06% | 0.07% | Q4 2019 | Q1 2021 | 6 |
AVITY INVESTMENT MANAGEMENT INC. | 4 | 2 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q4 2019 | 6 |
Gladius Capital Management LP | 6 | 6 | 0.00% | 0.05% | 0.16% | Q4 2020 | Q1 2022 | 6 |
V2 Capital, LLC | 6 | 6 | 1.99% | 2.66% | 3.05% | Q4 2013 | Q1 2015 | 6 |
Liberty Capital Management, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q4 2017 | 6 |
BTR CAPITAL MANAGEMENT INC | 6 | 6 | 0.06% | 0.07% | 0.09% | Q3 2015 | Q4 2016 | 6 |
Third Security, LLC | 6 | 6 | 0.38% | 1.01% | 1.75% | Q2 2021 | Q3 2022 | 6 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 4 | 1 | 0.01% | 0.03% | 0.06% | Q4 2015 | Q4 2021 | 6 |
Weiss Asset Management LP | 2 | 1 | 0.02% | 1.48% | 3.54% | Q1 2019 | Q3 2023 | 6 |
Windsor Capital Management, LLC | 3 | 1 | 0.06% | 0.08% | 0.12% | Q2 2013 | Q3 2019 | 6 |
ADVISORY RESEARCH INC | 5 | 1 | 0.00% | 0.83% | 1.84% | Q1 2014 | Q2 2021 | 6 |
CAMDEN ASSET MANAGEMENT L P /CA | 2 | 2 | 0.34% | 1.21% | 2.55% | Q3 2018 | Q3 2019 | 6 |
Elite Wealth Management, Inc. | 6 | 6 | 0.03% | 0.07% | 0.10% | Q2 2013 | Q3 2014 | 6 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 3 | 1 | 0.04% | 0.09% | 0.22% | Q3 2019 | Q3 2023 | 6 |
Hexagon Capital Partners LLC | 6 | 6 | 0.00% | 0.05% | 0.08% | Q2 2022 | Q3 2023 | 6 |
CONNABLE OFFICE INC | 6 | 6 | 0.35% | 0.44% | 0.58% | Q1 2020 | Q2 2021 | 6 |
Compagnie Lombard Odier SCmA | 4 | 1 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q3 2019 | 6 |
Centennial Wealth Advisory LLC | 3 | 1 | 0.12% | 0.29% | 0.83% | Q4 2020 | Q3 2023 | 6 |
CGN Advisors LLC | 6 | 6 | 0.11% | 0.12% | 0.13% | Q4 2020 | Q1 2022 | 6 |
INVESTMENT PARTNERS, LTD. | 2 | 1 | 0.11% | 0.31% | 0.58% | Q1 2016 | Q4 2022 | 6 |
Jump Financial, LLC | 2 | 1 | 0.01% | 0.08% | 0.32% | Q3 2020 | Q2 2023 | 6 |
Cedar Mountain Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
LMR Partners LLP | 2 | 1 | 0.02% | 0.10% | 0.21% | Q2 2014 | Q2 2020 | 6 |
Swaine & Leidel Wealth Services, LLC | 5 | 1 | 2.32% | 2.87% | 3.40% | Q4 2018 | Q4 2020 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2019 | 6 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.04% | 1.25% | 2.32% | Q1 2020 | Q1 2023 | 6 |
Harel Insurance Investments & Financial Services Ltd. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2021 | 6 |
Castleview Partners, LLC | 5 | 1 | 0.01% | 0.07% | 0.25% | Q2 2021 | Q4 2022 | 6 |
All Season Financial Advisors, Inc. | 6 | 6 | 0.18% | 0.21% | 0.26% | Q2 2021 | Q3 2022 | 6 |
MKT Advisors LLC | 6 | 6 | 0.22% | 0.30% | 0.34% | Q4 2021 | Q1 2023 | 6 |
Czech National Bank | 6 | 6 | 0.10% | 0.13% | 0.19% | Q3 2022 | Q4 2023 | 6 |
Altman Advisors, Inc. | 4 | 1 | 0.00% | 0.54% | 0.73% | Q2 2022 | Q3 2023 | 5 |
Delphi Private Advisors LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q4 2016 | 5 |
CHELSEA COUNSEL CO | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 5 |
Lehman Financial Resources, Inc. | 5 | 5 | 0.00% | 0.02% | 0.03% | Q3 2014 | Q3 2015 | 5 |
WealthTrust Fairport, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
Osborn Williams & Donohoe LLC | 5 | 5 | 0.16% | 0.20% | 0.23% | Q1 2019 | Q1 2020 | 5 |
Impax Asset Management Group plc | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2019 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
FIDUCIARY SERVICES CORP/GA | 5 | 5 | 0.07% | 0.08% | 0.08% | Q1 2014 | Q1 2015 | 5 |
Santa Fe Partners LLC | 3 | 1 | 0.04% | 0.27% | 0.50% | Q3 2013 | Q1 2015 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q4 2022 | 5 |
Charles Carroll Financial Partners, LLC | 5 | 5 | 0.22% | 0.40% | 0.53% | Q4 2021 | Q4 2022 | 5 |
THOMAS WHITE INTERNATIONAL LTD | 5 | 5 | 0.05% | 0.06% | 0.07% | Q1 2020 | Q1 2021 | 5 |
HORIZON FINANCIAL SERVICES, LLC | 5 | 5 | 0.03% | 0.07% | 0.13% | Q3 2020 | Q3 2021 | 5 |
Greenland Capital Management LP | 3 | 3 | 0.22% | 0.84% | 1.44% | Q1 2023 | Q3 2023 | 5 |
Carolina Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 5 |
Cinctive Capital Management LP | 2 | 1 | 0.16% | 0.50% | 0.93% | Q4 2020 | Q1 2023 | 5 |
Nan Shan Life Insurance Co., Ltd. | 3 | 2 | 2.16% | 5.03% | 12.58% | Q1 2013 | Q3 2014 | 5 |
InterOcean Capital Group, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q2 2019 | 5 |
OPSEU Pension Plan Trust Fund | 5 | 5 | 0.24% | 0.51% | 0.96% | Q1 2020 | Q1 2021 | 5 |
Legacy Wealth Asset Management, LLC | 5 | 5 | 0.10% | 0.13% | 0.17% | Q3 2022 | Q3 2023 | 5 |
St. James Investment Advisors, LLC | 5 | 5 | 1.56% | 2.41% | 3.55% | Q4 2021 | Q4 2022 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.03% | 0.05% | 0.09% | Q4 2017 | Q4 2018 | 5 |
Probabilities Fund Management, LLC | 5 | 5 | 0.66% | 1.10% | 1.63% | Q4 2017 | Q4 2018 | 5 |
Sterling Investment Counsel, LLC | 5 | 5 | 0.14% | 0.19% | 0.22% | Q4 2021 | Q4 2022 | 5 |
GUARDIAN CAPITAL LP | 5 | 5 | 0.00% | 0.03% | 0.13% | Q2 2017 | Q2 2018 | 5 |
Lebenthal Global Advisors, LLC | 5 | 5 | 0.05% | 0.17% | 0.24% | Q4 2020 | Q4 2021 | 5 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.11% | 0.53% | 1.02% | Q3 2020 | Q3 2023 | 5 |
Worth Asset Management, LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 5 |
RMR Wealth Builders | 4 | 1 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q1 2021 | 5 |
INTECH INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q2 2023 | 5 |
US Asset Management LLC | 2 | 1 | 0.14% | 0.19% | 0.22% | Q3 2021 | Q1 2023 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q3 2020 | 5 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 5 | 5 | 0.00% | 0.10% | 0.14% | Q2 2013 | Q2 2014 | 5 |
Castleton Investment Management LLC | 2 | 1 | 2.63% | 4.62% | 8.47% | Q1 2016 | Q4 2018 | 5 |
Douglas C. Lane & Associates, Inc. | 3 | 2 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2015 | 5 |
Tradewinds, LLC. | 3 | 2 | 0.26% | 0.39% | 0.55% | Q2 2022 | Q3 2023 | 5 |
Waverly Advisors, LLC | 5 | 5 | 0.01% | 0.14% | 0.20% | Q3 2013 | Q3 2014 | 5 |
Delos Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Jupiter Investment Management Ltd | 2 | 1 | 0.01% | 0.06% | 0.24% | Q1 2015 | Q2 2020 | 5 |
Hirtle Callaghan & Co LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2016 | 5 |
Golden State Equity Partners | 3 | 2 | 0.06% | 0.19% | 0.33% | Q3 2021 | Q3 2023 | 5 |
Tevis Investment Management | 5 | 5 | 1.16% | 1.26% | 1.38% | Q4 2021 | Q4 2022 | 5 |
Spectrum Management Group, LLC | 3 | 1 | 0.00% | 0.05% | 0.22% | Q3 2017 | Q3 2020 | 5 |
Rossmore Private Capital | 3 | 1 | 0.01% | 0.08% | 0.13% | Q4 2017 | Q1 2022 | 5 |
MAVERICK CAPITAL LTD | 5 | 5 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q2 2021 | 5 |
Laurel Wealth Advisors, Inc. | 3 | 1 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q2 2022 | 5 |
Walkner Condon Financial Advisors LLC | 2 | 1 | 0.06% | 0.13% | 0.21% | Q4 2019 | Q2 2022 | 5 |
Sageworth Trust Co | 3 | 1 | 0.00% | 0.03% | 0.11% | Q4 2014 | Q2 2020 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.09% | 0.12% | 0.15% | Q2 2013 | Q2 2014 | 5 |
Holloway Wealth Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q1 2022 | 5 |
Bellecapital International Ltd. | 3 | 2 | 0.06% | 0.22% | 0.42% | Q1 2019 | Q1 2022 | 5 |
TIEDEMANN ADVISORS, LLC | 2 | 1 | 0.02% | 0.07% | 0.18% | Q1 2017 | Q3 2020 | 5 |
Dakota Community Bank & Trust NA | 5 | 5 | 0.68% | 0.82% | 1.07% | Q3 2022 | Q3 2023 | 5 |
Steward Financial Group LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Machina Capital S.A.S. | 2 | 1 | 0.32% | 0.99% | 2.60% | Q4 2018 | Q2 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.02% | 0.04% | 0.11% | Q3 2022 | Q3 2023 | 5 |
NewFocus Financial Group, LLC | 5 | 5 | 0.09% | 0.10% | 0.11% | Q4 2014 | Q4 2015 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.09% | 0.12% | 0.17% | Q3 2022 | Q3 2023 | 5 |
BECK CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.09% | 0.17% | 0.28% | Q1 2016 | Q4 2019 | 5 |
Ilmarinen Mutual Pension Insurance Co | 5 | 5 | 0.10% | 0.13% | 0.16% | Q3 2019 | Q3 2020 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.14% | 0.17% | 0.21% | Q2 2013 | Q2 2014 | 5 |
WestEnd Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
SlateStone Wealth, LLC | 4 | 1 | 0.06% | 0.24% | 0.33% | Q1 2019 | Q3 2020 | 5 |
Beaton Management Co. Inc. | 2 | 1 | 0.13% | 0.16% | 0.18% | Q3 2019 | Q2 2022 | 5 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 5 | 5 | 0.33% | 0.40% | 0.46% | Q3 2015 | Q3 2016 | 5 |
Pearl River Capital, LLC | 1 | 1 | 0.10% | 0.57% | 1.31% | Q4 2018 | Q4 2022 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q4 2022 | 5 |
Cognios Capital, LLC | 4 | 1 | 0.04% | 0.27% | 0.99% | Q4 2018 | Q1 2020 | 5 |
Quantamental Technologies LLC | 1 | 1 | 0.07% | 0.24% | 0.52% | Q1 2019 | Q2 2023 | 5 |
Crescent Grove Advisors, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2022 | 5 |
Fiduciary Planning LLC | 5 | 5 | 0.00% | 1.41% | 2.76% | Q1 2020 | Q1 2021 | 5 |
AlphaMark Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q4 2023 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.05% | 0.07% | 0.09% | Q3 2022 | Q3 2023 | 5 |
FINANCIAL ADVISORY PARTNERS, LLC | 5 | 5 | 0.50% | 1.25% | 1.61% | Q4 2021 | Q4 2022 | 5 |
Clearstead Trust, LLC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
TD Capital Management LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2019 | 5 |
TD Waterhouse Canada Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 5 |
Adams Chetwood Wealth Management LLC | 5 | 5 | 0.23% | 0.43% | 0.59% | Q4 2019 | Q4 2020 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.03% | 0.06% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Regency Capital Management Inc.\DE | 5 | 5 | 0.78% | 2.24% | 4.86% | Q4 2021 | Q4 2022 | 5 |
Highstreet Asset Management Inc. | 4 | 1 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q4 2019 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 5 |
BANK OF NOVA SCOTIA TRUST CO | 4 | 1 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q2 2018 | 5 |
Texas Yale Capital Corp. | 3 | 2 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q2 2023 | 5 |
Ellevest, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2023 | 5 |
Hemenway Trust Co LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2019 | Q3 2020 | 5 |
Shelter Harbor Advisors, LP | 4 | 1 | 3.67% | 5.41% | 7.57% | Q3 2018 | Q4 2019 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.24% | 0.26% | 0.28% | Q4 2016 | Q4 2017 | 5 |
CHILTON CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2023 | 5 |
Widmann Financial Services, Inc. | 5 | 5 | 0.22% | 0.62% | 0.94% | Q4 2021 | Q4 2022 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.21% | 0.23% | 0.28% | Q2 2013 | Q2 2014 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.21% | 0.24% | 0.25% | Q2 2015 | Q2 2016 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.04% | 0.05% | 0.09% | Q2 2013 | Q2 2021 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.05% | 0.05% | 0.06% | Q1 2018 | Q1 2019 | 5 |
Watchman Group, Inc. | 5 | 5 | 0.28% | 0.46% | 0.67% | Q4 2019 | Q4 2020 | 5 |
LILLEY & CO | 5 | 5 | 0.31% | 0.44% | 0.50% | Q2 2013 | Q2 2014 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.04% | 0.11% | 0.26% | Q2 2013 | Q2 2014 | 5 |
Centiva Capital, LP | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q2 2023 | 5 |
Bedell Frazier Investment Counselling, LLC | 5 | 5 | 0.07% | 0.14% | 0.24% | Q3 2022 | Q3 2023 | 5 |
Fort Point Capital Partners LLC | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q3 2022 | 5 |
ARS Wealth Advisors, LLC | 3 | 2 | 0.06% | 0.07% | 0.08% | Q2 2019 | Q3 2020 | 5 |
Truehand, Inc | 4 | 1 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q4 2020 | 5 |
BERRY GROUP, LLC | 5 | 5 | 0.16% | 0.24% | 0.34% | Q4 2019 | Q4 2020 | 5 |
Curated Wealth Partners LLC | 5 | 5 | 0.08% | 0.11% | 0.13% | Q1 2021 | Q1 2022 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.29% | 0.34% | 0.41% | Q1 2015 | Q1 2016 | 5 |
Waratah Capital Advisors Ltd. | 3 | 2 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 5 |
CLEAR INVESTMENT RESEARCH, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
Wedmont Private Capital | 5 | 5 | 0.03% | 0.05% | 0.08% | Q2 2022 | Q2 2023 | 5 |
Cypress Capital Management LLC (WY) | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2017 | 5 |
Smart Portfolios, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q1 2019 | 5 |
CERTUITY, LLC | 5 | 5 | 0.06% | 0.09% | 0.14% | Q1 2021 | Q1 2022 | 5 |
ROBERTS GLORE & CO INC /IL/ | 5 | 5 | 0.07% | 0.07% | 0.08% | Q3 2021 | Q3 2022 | 5 |
Lebenthal Asset Management, LLC | 5 | 5 | 0.50% | 0.70% | 0.77% | Q1 2016 | Q1 2017 | 5 |
Ignite Planners, LLC | 4 | 1 | 0.07% | 0.12% | 0.14% | Q1 2022 | Q3 2023 | 5 |
Axiom Investment Management LLC | 3 | 1 | 0.05% | 0.14% | 0.49% | Q4 2018 | Q3 2022 | 5 |
Catalyst Capital Advisors LLC | 4 | 1 | 0.00% | 1.10% | 1.85% | Q3 2014 | Q3 2023 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2020 | 5 |
Cerebellum GP, LLC | 3 | 1 | 0.00% | 0.15% | 0.30% | Q1 2018 | Q2 2019 | 4 |
Elkhorn Investments, LLC | 4 | 4 | 0.87% | 0.92% | 1.02% | Q1 2017 | Q4 2017 | 4 |
D. SCOTT NEAL, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
Peachtree Investment Advisors, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q2 2015 | 4 |
EACHWIN CAPITAL, LP | 4 | 4 | 0.42% | 0.48% | 0.52% | Q4 2015 | Q3 2016 | 4 |
AHL Partners LLP | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q3 2017 | 4 |
Janney Capital Management LLC | 3 | 1 | 0.01% | 0.34% | 0.50% | Q4 2014 | Q4 2020 | 4 |
Fusion Investment Group, LLC | 4 | 4 | 0.13% | 0.22% | 0.46% | Q4 2014 | Q3 2015 | 4 |
Mariner Wealth Advisors-Cincinnati, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q2 2018 | 4 |
Desjardins Global Asset Management Inc. | 2 | 2 | 0.05% | 0.06% | 0.10% | Q4 2021 | Q1 2023 | 4 |
Aquila Investment Management LLC | 4 | 4 | 1.40% | 1.89% | 2.12% | Q4 2021 | Q3 2022 | 4 |
Diligent Investors, LLC | 4 | 4 | 0.08% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 3 | 1 | 0.05% | 0.11% | 0.31% | Q3 2013 | Q4 2022 | 4 |
Capital Advantage, Inc. | 4 | 4 | 0.07% | 0.08% | 0.08% | Q3 2019 | Q2 2020 | 4 |
Capital Planning Advisors, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2016 | Q1 2017 | 4 |
Blue Sky Asset Management, LLC | 2 | 2 | 0.07% | 0.39% | 0.74% | Q2 2018 | Q1 2020 | 4 |
Pointe Capital Management LLC | 4 | 4 | 0.16% | 0.18% | 0.22% | Q4 2022 | Q3 2023 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.01% | 0.03% | 0.08% | Q4 2018 | Q4 2019 | 4 |
Arcus Capital Partners, LLC | 3 | 1 | 0.01% | 0.09% | 0.14% | Q2 2018 | Q4 2022 | 4 |
Artemis Investment Management LLP | 4 | 4 | 0.14% | 0.28% | 0.37% | Q1 2015 | Q4 2015 | 4 |
Bluefin Trading, LLC | 1 | 1 | 0.02% | 0.06% | 0.12% | Q4 2015 | Q4 2019 | 4 |
FDO Partners, LLC | 2 | 1 | 0.12% | 0.44% | 0.58% | Q4 2015 | Q3 2017 | 4 |
Morningstar Investment Management LLC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
MATHER GROUP, LLC. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2020 | 4 |
WEALTHSOURCE PARTNERS, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 4 |
Enlightenment Research, LLC | 2 | 1 | 0.10% | 0.50% | 0.87% | Q2 2019 | Q3 2022 | 4 |
Uniplan Investment Counsel, Inc. | 3 | 1 | 0.17% | 0.48% | 0.59% | Q1 2016 | Q2 2022 | 4 |
TTP Investments, Inc. | 4 | 4 | 0.16% | 0.26% | 0.32% | Q4 2021 | Q3 2022 | 4 |
Perkins Coie Trust Co | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 4 |
SIMON QUICK ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2019 | 4 |
FIC CAPITAL INC | 4 | 4 | 0.33% | 0.51% | 0.64% | Q2 2013 | Q1 2014 | 4 |
Marietta Wealth Management, LLC | 4 | 4 | 0.15% | 0.16% | 0.18% | Q3 2019 | Q2 2020 | 4 |
ICICI Prudential Asset Management Co Ltd | 3 | 1 | 0.08% | 0.36% | 0.62% | Q4 2021 | Q2 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q1 2023 | 4 |
MDE Group | 4 | 4 | 0.04% | 0.04% | 0.06% | Q2 2013 | Q1 2014 | 4 |
NORTHSTAR WEALTH PARTNERS LLC | 2 | 1 | 0.09% | 0.21% | 0.35% | Q1 2017 | Q2 2020 | 4 |
Westover Capital Advisors, LLC | 3 | 1 | 0.58% | 1.05% | 1.67% | Q4 2019 | Q4 2020 | 4 |
CAHABA WEALTH MANAGEMENT, INC. | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
GQ Asset Management, LLC | 4 | 4 | 0.32% | 0.41% | 0.59% | Q1 2019 | Q4 2019 | 4 |
Legacy Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2019 | 4 |
New Jersey Better Educational Savings Trust | 3 | 1 | 0.42% | 0.47% | 0.50% | Q1 2016 | Q1 2022 | 4 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q2 2021 | 4 |
WMS Partners, LLC | 4 | 4 | 0.31% | 0.32% | 0.36% | Q2 2013 | Q1 2014 | 4 |
Columbus Macro, LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q3 2021 | Q2 2022 | 4 |
Gyrus Investment Management Inc. | 4 | 4 | 0.51% | 0.53% | 0.54% | Q2 2014 | Q1 2015 | 4 |
Neo Ivy Capital Management | 1 | 1 | 0.20% | 0.39% | 0.92% | Q1 2020 | Q4 2022 | 4 |
TRAN CAPITAL MANAGEMENT, L.P. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Monument Capital Management | 4 | 4 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q3 2018 | 4 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.23% | 0.47% | Q4 2017 | Q1 2021 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.04% | Q2 2023 | Q3 2023 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2017 | Q3 2018 | 4 |
Sentry Investments Corp. | 4 | 4 | 0.08% | 0.09% | 0.09% | Q3 2014 | Q2 2015 | 4 |
Community Capital Management, LLC | 2 | 1 | 0.26% | 0.37% | 0.62% | Q2 2021 | Q4 2022 | 4 |
FORA Capital, LLC | 2 | 1 | 0.16% | 0.36% | 0.49% | Q4 2019 | Q1 2023 | 4 |
Andesa Financial Management Inc. | 3 | 1 | 0.13% | 0.15% | 0.17% | Q1 2019 | Q3 2022 | 4 |
GLG INC. | 3 | 3 | 0.01% | 0.11% | 0.19% | Q2 2013 | Q4 2013 | 4 |
Black Diamond Financial, LLC | 4 | 4 | 0.10% | 0.12% | 0.14% | Q1 2022 | Q4 2022 | 4 |
First National Bank of Mount Dora, Trust Investment Services | 4 | 4 | 0.12% | 0.13% | 0.13% | Q2 2019 | Q1 2020 | 4 |
Sunnymeath Asset Management, Inc. | 4 | 4 | 0.06% | 0.06% | 0.08% | Q1 2016 | Q4 2016 | 4 |
Boston Common Asset Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Landsberg, Bennett, & Dubbaneh LLC | 2 | 2 | 0.05% | 0.10% | 0.17% | Q4 2018 | Q4 2019 | 4 |
Hudson Bay Capital Management LP | 1 | 1 | 0.02% | 0.03% | 0.07% | Q1 2019 | Q3 2023 | 4 |
Personal Wealth Partners | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2021 | 4 |
Sagefield Capital LP | 4 | 4 | 0.18% | 0.21% | 0.28% | Q4 2021 | Q3 2022 | 4 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 3 | 1 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2022 | 4 |
Jupiter Wealth Management LLC | 4 | 4 | 0.18% | 0.19% | 0.20% | Q1 2021 | Q4 2021 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.04% | 0.09% | Q1 2019 | Q1 2020 | 4 |
EMORY UNIVERSITY | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q4 2012 | 4 |
Ethic Inc. | 3 | 1 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 4 |
Beacon Harbor Wealth Advisors, Inc. | 2 | 1 | 0.13% | 1.23% | 2.37% | Q2 2019 | Q1 2021 | 4 |
tru Independence LLC | 3 | 1 | 0.00% | 0.03% | 0.04% | Q4 2019 | Q4 2020 | 4 |
Gyon Technologies Capital Management, LP | 3 | 1 | 0.10% | 0.20% | 0.29% | Q1 2021 | Q2 2022 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
MYCIO WEALTH PARTNERS, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2016 | 4 |
GlobalBridge, Inc. | 4 | 4 | 0.15% | 0.17% | 0.18% | Q2 2013 | Q1 2014 | 4 |
BlueCrest Capital Management LLP | 4 | 4 | 0.04% | 0.15% | 0.28% | Q3 2013 | Q2 2014 | 4 |
CWS Financial Advisors, LLC | 3 | 1 | 0.06% | 0.31% | 0.42% | Q4 2019 | Q2 2022 | 4 |
BEAM WEALTH ADVISORS, INC. | 4 | 4 | 0.19% | 0.21% | 0.22% | Q4 2019 | Q3 2020 | 4 |
Standard Family Office LLC | 3 | 1 | 0.00% | 0.07% | 0.28% | Q4 2020 | Q4 2021 | 4 |
Vise Technologies, Inc. | 4 | 4 | 0.09% | 0.12% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
XTX Topco Ltd | 4 | 4 | 0.09% | 0.24% | 0.31% | Q3 2021 | Q2 2022 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
HERITAGE WEALTH MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q1 2022 | 4 |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 3 | 1 | 0.06% | 0.08% | 0.12% | Q4 2020 | Q1 2022 | 4 |
Lumature Wealth Partners, LLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q2 2022 | Q2 2023 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Center For Asset Management LLC | 4 | 4 | 0.57% | 0.61% | 0.70% | Q2 2022 | Q1 2023 | 4 |
ADE, LLC | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2020 | Q3 2021 | 4 |
Interchange Capital Partners, LLC | 4 | 4 | 0.21% | 0.40% | 0.59% | Q4 2020 | Q3 2021 | 4 |
IronBridge Private Wealth, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 4 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2022 | 4 |
NFJ INVESTMENT GROUP, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Blue Barn Wealth, LLC | 4 | 4 | 0.14% | 0.16% | 0.17% | Q4 2021 | Q3 2022 | 4 |
AFS Financial Group, LLC | 4 | 4 | 0.19% | 0.23% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Dominguez Wealth Management Solutions, Inc. | 4 | 4 | 0.78% | 0.96% | 1.18% | Q4 2022 | Q3 2023 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.02% | 0.06% | 0.14% | Q3 2022 | Q3 2023 | 4 |
Herold Advisors, Inc. | 2 | 1 | 0.06% | 0.06% | 0.08% | Q3 2021 | Q2 2023 | 4 |
EUDAIMONIA ADVISORS LLC | 4 | 4 | 0.14% | 0.16% | 0.17% | Q4 2021 | Q3 2022 | 4 |
TCWP LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2022 | 4 |
First Farmers & Merchants Bank / Trust | 4 | 4 | 0.56% | 0.61% | 0.66% | Q4 2021 | Q3 2022 | 4 |
Autumn Glory Partners, LLC | 3 | 1 | 0.12% | 0.21% | 0.25% | Q4 2021 | Q4 2022 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.03% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Glassy Mountain Advisors, Inc. | 3 | 1 | 0.72% | 0.82% | 0.95% | Q4 2021 | Q4 2022 | 4 |
Fortitude Advisory Group L.L.C. | 4 | 4 | 0.12% | 0.17% | 0.22% | Q4 2021 | Q3 2022 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.05% | 0.06% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
GDS Wealth Management | 4 | 4 | 0.06% | 0.08% | 0.09% | Q4 2021 | Q3 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 0.20% | 0.26% | 0.32% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
New Hampshire Trust | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.04% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.08% | 0.11% | 0.17% | Q4 2022 | Q3 2023 | 4 |
HF Advisory Group, LLC | 4 | 4 | 0.16% | 0.22% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.06% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Commonwealth Retirement Investments LLC | 4 | 4 | 0.26% | 0.30% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
DOVER ADVISORS, LLC | 4 | 4 | 0.96% | 1.17% | 1.44% | Q4 2022 | Q3 2023 | 4 |
OAK HILL WEALTH ADVISORS, LLC | 4 | 4 | 0.34% | 0.79% | 1.09% | Q4 2022 | Q3 2023 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.11% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Prossimo Advisors, LLC | 4 | 4 | 0.46% | 0.95% | 1.22% | Q4 2022 | Q3 2023 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.48% | 0.61% | 0.75% | Q4 2022 | Q3 2023 | 4 |
Delta Financial Group, Inc. | 4 | 4 | 0.10% | 0.20% | 0.39% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.22% | 0.23% | 0.26% | Q4 2022 | Q3 2023 | 4 |
CIC Wealth, LLC | 4 | 4 | 0.08% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
PETRA FINANCIAL ADVISORS INC | 4 | 4 | 0.18% | 0.23% | 0.30% | Q4 2022 | Q3 2023 | 4 |
3Chopt Investment Partners, LLC | 4 | 4 | 0.98% | 1.52% | 1.97% | Q4 2022 | Q3 2023 | 4 |
First County Bank /CT/ | 4 | 4 | 0.73% | 0.84% | 0.95% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Slocum, Gordon & Co LLP | 4 | 4 | 1.47% | 1.75% | 2.23% | Q4 2022 | Q3 2023 | 4 |
Hodges Capital Management Inc. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q4 2014 | 4 |
F&C Asset Management plc | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q1 2014 | 4 |
Ally Financial Inc. | 3 | 1 | 0.26% | 0.42% | 0.82% | Q4 2019 | Q3 2023 | 4 |
ATALANTA SOSNOFF CAPITAL, LLC | 4 | 4 | 0.03% | 0.05% | 0.06% | Q1 2016 | Q4 2016 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.03% | 0.13% | 0.19% | Q4 2022 | Q3 2023 | 4 |
CIBC BANK USA | 4 | 4 | 0.07% | 0.07% | 0.08% | Q1 2019 | Q4 2019 | 4 |
PERRITT CAPITAL MANAGEMENT INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2019 | 4 |
SNOW CAPITAL MANAGEMENT LP | 4 | 4 | 0.02% | 0.02% | 0.04% | Q1 2019 | Q4 2019 | 4 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2020 | 4 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 4 | 4 | 0.09% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
BECKER CAPITAL MANAGEMENT INC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2019 | 4 |
GIRARD SECURITIES, INC. | 4 | 4 | 0.21% | 0.22% | 0.23% | Q4 2015 | Q3 2016 | 4 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.02% | 0.33% | 0.46% | Q4 2014 | Q4 2018 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
INTEGRATED WEALTH COUNSEL, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q4 2016 | 4 |
BLACKHILL CAPITAL INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.06% | 0.08% | 0.12% | Q2 2015 | Q1 2020 | 4 |
ROANOKE ASSET MANAGEMENT CORP/ NY | 4 | 4 | 0.07% | 0.08% | 0.10% | Q3 2021 | Q2 2022 | 4 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.03% | 0.07% | Q2 2017 | Q3 2017 | 4 |
BLUESTEIN R H & CO LLC | 3 | 1 | 0.02% | 0.82% | 1.63% | Q2 2016 | Q4 2020 | 4 |
ANALYTIC INVESTORS, LLC | 4 | 4 | 0.03% | 0.05% | 0.06% | Q4 2014 | Q3 2015 | 4 |
EII CAPITAL MANAGEMENT, INC. | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2018 | Q4 2018 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
MCKINLEY CAPITAL MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2016 | 4 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q1 2017 | 4 |
BURNS J W & CO INC/NY | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2014 | Q3 2015 | 4 |
Soros Fund Management | 2 | 1 | 0.06% | 0.18% | 0.34% | Q1 2018 | Q1 2020 | 4 |
Vontobel Holding Ltd. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Alpine Global Management, LLC | 1 | 1 | 0.05% | 0.09% | 0.18% | Q4 2014 | Q2 2020 | 4 |
Empowered Funds, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
S. R. Schill & Associates | 3 | 3 | 0.40% | 0.49% | 0.60% | Q4 2018 | Q2 2019 | 3 |
CAMG Solamere Management, LLC | 3 | 3 | 0.61% | 0.66% | 0.69% | Q1 2020 | Q3 2020 | 3 |
Red Tortoise LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 3 |
Sterling Capital Management LLC | 3 | 3 | 0.00% | 0.03% | 0.09% | Q1 2019 | Q3 2019 | 3 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2021 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q2 2021 | 3 |
Franklin Square Holdings, L.P. | 3 | 3 | 1.28% | 1.77% | 2.05% | Q1 2018 | Q3 2018 | 3 |
SkyView Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Virtus Fund Advisers, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Semper Trust Co. | 3 | 3 | 0.09% | 0.10% | 0.11% | Q2 2014 | Q4 2014 | 3 |
Reynders McVeigh Capital Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2015 | Q2 2016 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
PointState Capital LP | 2 | 1 | 0.11% | 0.61% | 1.52% | Q4 2020 | Q1 2023 | 3 |
PRW Wealth Management LLC | 2 | 1 | 0.01% | 0.15% | 0.44% | Q4 2018 | Q2 2021 | 3 |
Athanor Capital, LP | 2 | 1 | 0.01% | 0.03% | 0.07% | Q3 2019 | Q1 2021 | 3 |
UNIO CAPITAL LLC | 3 | 3 | 0.16% | 0.20% | 0.24% | Q4 2017 | Q2 2018 | 3 |
Cannell & Co. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2017 | 3 |
MANAGED ACCOUNT SERVICES INC | 2 | 1 | 0.06% | 0.08% | 0.10% | Q3 2019 | Q3 2020 | 3 |
10-15 ASSOCIATES, INC. | 3 | 3 | 1.26% | 1.49% | 1.74% | Q1 2018 | Q3 2018 | 3 |
GYL FINANCIAL SYNERGIES, LLC | 3 | 3 | 0.09% | 0.12% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Clear Harbor Asset Management, LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q3 2020 | 3 |
Inlet Private Wealth, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q2 2023 | 3 |
Meristem Family Wealth, LLC | 3 | 3 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q4 2021 | 3 |
Winton Capital Management Ltd | 3 | 3 | 0.04% | 0.11% | 0.17% | Q2 2013 | Q4 2013 | 3 |
SFMG, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Hills Bank & Trust Co | 3 | 3 | 0.10% | 0.11% | 0.11% | Q2 2013 | Q4 2013 | 3 |
Grey Owl Capital Management, LLC | 3 | 3 | 0.25% | 0.26% | 0.27% | Q1 2014 | Q3 2014 | 3 |
MQS Management LLC | 2 | 1 | 0.21% | 0.28% | 0.39% | Q4 2021 | Q3 2022 | 3 |
Quilter Plc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
NorthCoast Asset Management LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2020 | 3 |
GLG Partners LP | 1 | 1 | 0.01% | 0.06% | 0.14% | Q2 2013 | Q4 2017 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.01% | 0.06% | 0.14% | Q2 2016 | Q1 2017 | 3 |
Leucadia National | 2 | 1 | 0.01% | 0.30% | 0.53% | Q1 2018 | Q4 2022 | 3 |
Phoenix Holdings Ltd. | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2020 | Q3 2020 | 3 |
Cranbrook Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2021 | 3 |
Schrum Private Wealth Management LLC | 3 | 3 | 0.19% | 0.22% | 0.24% | Q4 2021 | Q2 2022 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.16% | 0.19% | 0.21% | Q1 2023 | Q3 2023 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MILES CAPITAL, INC. | 3 | 3 | 0.82% | 0.86% | 0.91% | Q2 2013 | Q4 2013 | 3 |
ALGERT GLOBAL LLC | 3 | 3 | 0.02% | 0.05% | 0.07% | Q4 2022 | Q2 2023 | 3 |
Brookfield Public Securities Group LLC | 3 | 3 | 0.03% | 0.07% | 0.10% | Q3 2019 | Q1 2020 | 3 |
Clear Sky Advisers, LLC | 3 | 3 | 2.77% | 3.34% | 3.91% | Q2 2022 | Q4 2022 | 3 |
Corton Capital Inc. | 3 | 3 | 0.12% | 0.32% | 0.44% | Q1 2023 | Q3 2023 | 3 |
Holistic Financial Partners | 3 | 3 | 0.14% | 0.20% | 0.23% | Q1 2022 | Q3 2022 | 3 |
Kelman-Lazarov, Inc. | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2016 | Q3 2016 | 3 |
KHP Capital, LLC | 3 | 3 | 0.02% | 0.05% | 0.10% | Q1 2018 | Q3 2018 | 3 |
Ausdal Financial Partners, Inc. | 2 | 1 | 0.01% | 0.05% | 0.08% | Q4 2015 | Q2 2018 | 3 |
Neuberger Berman Canada ULC | 3 | 3 | 0.04% | 0.07% | 0.08% | Q1 2017 | Q3 2017 | 3 |
Harvest Portfolios Group Inc. | 3 | 3 | 0.18% | 0.18% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2018 | Q3 2018 | 3 |
Beck Bode, LLC | 1 | 1 | 2.82% | 3.26% | 3.61% | Q4 2018 | Q1 2022 | 3 |
PETERSON WEALTH MANAGEMENT | 3 | 3 | 0.38% | 0.42% | 0.46% | Q4 2019 | Q2 2020 | 3 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 3 | 3 | 0.16% | 0.51% | 0.73% | Q1 2018 | Q3 2018 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
W.G. Shaheen & Associates DBA Whitney & Co | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Argentus Capital Management, LLC | 3 | 3 | 0.14% | 0.15% | 0.16% | Q4 2014 | Q2 2015 | 3 |
CATALYST FINANCIAL PARTNERS LLC | 3 | 3 | 0.13% | 0.16% | 0.17% | Q1 2023 | Q3 2023 | 3 |
V Wealth Advisors LLC | 2 | 1 | 0.01% | 0.08% | 0.12% | Q2 2017 | Q3 2022 | 3 |
RPg Family Wealth Advisory, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2016 | 3 |
PDT Partners, LLC | 1 | 1 | 0.03% | 0.18% | 0.48% | Q2 2013 | Q3 2015 | 3 |
Econ Financial Services Corp | 3 | 3 | 0.53% | 1.18% | 1.60% | Q1 2023 | Q3 2023 | 3 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 3 | 3 | 0.00% | 1.10% | 1.77% | Q2 2018 | Q4 2018 | 3 |
TLP GROUP LLC | 2 | 1 | 0.00% | 0.09% | 0.15% | Q3 2016 | Q1 2018 | 3 |
GENESEE VALLEY TRUST CO | 3 | 3 | 0.15% | 0.19% | 0.26% | Q3 2013 | Q1 2014 | 3 |
Risk Paradigm Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2015 | 3 |
CHARTWELL INVESTMENT PARTNERS/PA | 3 | 3 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q4 2013 | 3 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 2 | 1 | 0.05% | 0.06% | 0.10% | Q1 2018 | Q3 2019 | 3 |
HARVEST MANAGEMENT LLC | 3 | 3 | 0.17% | 0.20% | 0.22% | Q1 2018 | Q3 2018 | 3 |
Pinkerton Retirement Specialists, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
Krane Funds Advisors LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 3 |
Bridgefront Capital, LLC | 2 | 1 | 0.21% | 0.56% | 0.84% | Q4 2020 | Q2 2023 | 3 |
Archipel Asset Management AB | 3 | 3 | 0.56% | 1.31% | 1.71% | Q1 2014 | Q3 2014 | 3 |
SignalPoint Asset Management, LLC | 3 | 3 | 0.08% | 0.10% | 0.12% | Q2 2022 | Q4 2022 | 3 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2016 | Q4 2016 | 3 |
Telemetry Investments, L.L.C. | 3 | 3 | 0.16% | 0.18% | 0.19% | Q1 2018 | Q3 2018 | 3 |
FAIRFIELD, BUSH & CO. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2022 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
DT Investment Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
DECADE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.89% | 3.04% | 5.21% | Q2 2013 | Q1 2014 | 3 |
DeDora Capital, Inc. | 2 | 1 | 0.01% | 0.16% | 0.25% | Q4 2017 | Q1 2022 | 3 |
CASTLEARK MANAGEMENT LLC | 2 | 1 | 0.02% | 0.04% | 0.07% | Q4 2014 | Q2 2020 | 3 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 3 |
MPS Loria Financial Planners, LLC | 2 | 1 | 0.00% | 0.02% | 0.07% | Q2 2017 | Q1 2021 | 3 |
TREVOR STEWART BURTON & JACOBSEN INC | 3 | 3 | 0.15% | 0.16% | 0.17% | Q2 2013 | Q4 2013 | 3 |
FOSTER DYKEMA CABOT & CO INC/MA | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Cordatus Wealth Management LLC | 2 | 1 | 0.15% | 0.36% | 0.63% | Q4 2018 | Q3 2023 | 3 |
Fee-Only Financial Planning, L.C. | 3 | 3 | 0.15% | 0.18% | 0.20% | Q4 2022 | Q2 2023 | 3 |
CHAPIN DAVIS, INC. | 3 | 3 | 0.10% | 0.16% | 0.21% | Q4 2022 | Q2 2023 | 3 |
Princeton Alpha Management LP | 1 | 1 | 0.06% | 0.13% | 0.25% | Q4 2013 | Q4 2015 | 3 |
TELEMUS CAPITAL, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2020 | Q3 2020 | 3 |
CAPITAL CITY TRUST CO/FL | 2 | 1 | 0.08% | 0.09% | 0.10% | Q3 2019 | Q2 2020 | 3 |
Pendal Group Ltd | 2 | 1 | 0.00% | 0.02% | 0.02% | Q1 2021 | Q4 2022 | 3 |
Capital Impact Advisors, LLC | 3 | 3 | 0.36% | 0.38% | 0.41% | Q2 2016 | Q4 2016 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Verity & Verity, LLC | 3 | 3 | 0.09% | 0.11% | 0.13% | Q4 2019 | Q2 2020 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
SPECTRUM ADVISORY SERVICES INC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q2 2013 | Q4 2013 | 3 |
DESCHAINE & COMPANY, LLC | 3 | 3 | 0.88% | 0.92% | 0.97% | Q4 2014 | Q2 2015 | 3 |
HALCYON OFFSHORE ASSET MANAGEMENT LLC | 3 | 3 | 0.18% | 0.32% | 0.43% | Q2 2013 | Q4 2013 | 3 |
ZACKS INVESTMENT MANAGEMENT | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 3 |
Haafor (Singapore) Pte. Ltd. | 2 | 1 | 0.39% | 0.43% | 0.48% | Q4 2019 | Q4 2020 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2018 | 3 |
CYNOSURE ADVISORS, LLC | 3 | 3 | 0.06% | 0.11% | 0.18% | Q4 2017 | Q2 2018 | 3 |
Fairhaven Wealth Management, LLC | 2 | 1 | 0.13% | 0.17% | 0.20% | Q3 2019 | Q2 2020 | 3 |
Highview Capital Management LLC/DE/ | 3 | 3 | 0.57% | 0.69% | 0.81% | Q1 2022 | Q3 2022 | 3 |
RETIREMENT DESIGN & MANAGEMENT INC /ADV | 3 | 3 | 0.88% | 0.91% | 0.95% | Q4 2014 | Q2 2015 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.03% | 0.06% | 0.09% | Q3 2017 | Q2 2018 | 3 |
RWA WEALTH PARTNERS, LLC | 3 | 3 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q2 2018 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.10% | 0.12% | 0.15% | Q4 2022 | Q3 2023 | 3 |
Optiver Holding B.V. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 3 |
Nebula Capital Management, LP | 3 | 3 | 3.16% | 3.37% | 3.62% | Q3 2013 | Q1 2014 | 3 |
B.O.S.S. Retirement Advisors, LLC | 3 | 3 | 0.35% | 0.39% | 0.45% | Q2 2023 | Q4 2023 | 3 |
MRP Capital Investments, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
CKW FINANCIAL GROUP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
NewSquare Capital LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 3 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 1 | 0.00% | 0.04% | 0.06% | Q2 2017 | Q4 2022 | 3 |
HITE Hedge Asset Management LLC | 1 | 1 | 0.96% | 1.28% | 1.52% | Q4 2020 | Q2 2022 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.11% | 0.11% | 0.12% | Q4 2019 | Q2 2020 | 3 |
Planning Solutions Group LLC | 3 | 3 | 0.24% | 0.24% | 0.25% | Q4 2018 | Q2 2019 | 3 |
Oxler Private Wealth LLC | 3 | 3 | 0.67% | 0.79% | 0.89% | Q4 2020 | Q2 2021 | 3 |
CANTOR FITZGERALD, L. P. | 3 | 3 | 0.30% | 0.32% | 0.33% | Q1 2023 | Q3 2023 | 3 |
Atlas Private Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Keebeck Wealth Management, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q3 2021 | 3 |
MADDEN SECURITIES Corp | 1 | 1 | 0.03% | 0.18% | 0.28% | Q4 2019 | Q4 2022 | 3 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.34% | 0.40% | 0.45% | Q2 2017 | Q1 2018 | 3 |
Kapstone Financial Advisors LLC | 3 | 3 | 0.17% | 0.23% | 0.26% | Q4 2022 | Q2 2023 | 3 |
American Trust | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
1776 Wealth LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Indiana Trust & Investment Management CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 3 |
Optas, LLC | 3 | 3 | 0.07% | 0.12% | 0.17% | Q2 2020 | Q4 2020 | 3 |
LUTS & GREENLEIGH GROUP, INC | 3 | 3 | 0.28% | 0.31% | 0.34% | Q1 2023 | Q3 2023 | 3 |
Bellwether Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.02% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Summit Wealth Group, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q1 2023 | 3 |
ACCIDENT COMPENSATION CORP | 2 | 1 | 0.10% | 0.13% | 0.20% | Q2 2018 | Q1 2020 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 3 |
Tilt Investment Management Holdings, PBC | 3 | 3 | 0.15% | 0.17% | 0.20% | Q4 2022 | Q2 2023 | 3 |
SageGuard Financial Group, LLC | 3 | 3 | 0.47% | 0.52% | 0.58% | Q4 2020 | Q2 2021 | 3 |
Imprint Wealth LLC | 3 | 3 | 0.32% | 0.35% | 0.38% | Q1 2023 | Q3 2023 | 3 |
Coann Capital LLC | 1 | 1 | 3.55% | 6.05% | 9.08% | Q4 2020 | Q4 2022 | 3 |
O'Connor Financial Group LLC | 3 | 3 | 0.17% | 0.20% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Hoover Financial Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2021 | 3 |
Lion Street Advisors, LLC | 1 | 1 | 0.01% | 0.12% | 0.19% | Q1 2020 | Q3 2023 | 3 |
SteelPeak Wealth, LLC | 3 | 3 | 0.03% | 0.05% | 0.09% | Q4 2019 | Q2 2020 | 3 |
Qtron Investments LLC | 2 | 1 | 0.08% | 0.15% | 0.22% | Q1 2020 | Q4 2020 | 3 |
Ayrshire Capital Management LLC | 3 | 3 | 0.17% | 0.45% | 0.61% | Q4 2019 | Q2 2020 | 3 |
AXS Investments LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q2 2020 | 3 |
Journey Advisory Group, LLC | 3 | 3 | 0.07% | 0.09% | 0.11% | Q4 2020 | Q2 2021 | 3 |
Capula Management Ltd | 2 | 2 | 0.01% | 0.19% | 0.39% | Q3 2022 | Q4 2022 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Live Oak Private Wealth LLC | 3 | 3 | 1.20% | 1.42% | 1.62% | Q2 2020 | Q4 2020 | 3 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3 | 3 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q2 2019 | 3 |
Avalon Trust Co | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.01% | 0.04% | 0.08% | Q2 2016 | Q3 2022 | 3 |
Gladstone Institutional Advisory LLC | 2 | 1 | 0.01% | 0.06% | 0.13% | Q1 2020 | Q2 2022 | 3 |
MRA Advisory Group | 3 | 3 | 0.18% | 0.22% | 0.24% | Q4 2022 | Q2 2023 | 3 |
AUA CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q4 2017 | 3 |
SOUTHERN CAPITAL ADVISORS, LLC | 3 | 3 | 0.17% | 0.18% | 0.19% | Q1 2022 | Q3 2022 | 3 |
Lake Point Wealth Management | 3 | 3 | 0.00% | 0.07% | 0.22% | Q4 2018 | Q2 2019 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.02% | 0.09% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Ford Financial Group, LLC | 2 | 1 | 0.04% | 0.21% | 0.31% | Q1 2020 | Q2 2021 | 3 |
NTB Financial Corp | 3 | 3 | 0.18% | 0.20% | 0.21% | Q4 2021 | Q2 2022 | 3 |
Advocacy Wealth Management Services, LLC | 2 | 1 | 0.02% | 0.07% | 0.11% | Q2 2013 | Q4 2015 | 3 |
Donoghue Forlines LLC | 1 | 1 | 0.20% | 0.26% | 0.36% | Q3 2018 | Q4 2020 | 3 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.02% | 0.04% | 0.05% | Q1 2020 | Q2 2021 | 3 |
CHILTON INVESTMENT CO INC. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2022 | 3 |
FCF Advisors LLC | 2 | 2 | 0.89% | 0.91% | 0.93% | Q1 2019 | Q2 2019 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 2 |
Alpha Family Trust | 2 | 2 | 0.24% | 0.26% | 0.29% | Q2 2023 | Q3 2023 | 2 |
Itau Unibanco Holding S.A. | 2 | 2 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q2 2017 | 2 |
ASB Consultores, LLC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q1 2023 | Q2 2023 | 2 |
TriaGen Wealth Management LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q4 2020 | Q1 2021 | 2 |
JUMP TRADING, LLC | 2 | 2 | 0.20% | 0.52% | 0.84% | Q1 2020 | Q2 2020 | 2 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 2 | 1.43% | 1.47% | 1.50% | Q2 2016 | Q3 2016 | 2 |
Baltimore-Washington Financial Advisors Inc. | 2 | 2 | 1.15% | 1.20% | 1.24% | Q2 2013 | Q3 2013 | 2 |
Roble, Belko & Company, Inc | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2021 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q1 2023 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.21% | 0.23% | 0.24% | Q4 2018 | Q1 2019 | 2 |
INVESCO, LLC | 2 | 2 | 0.17% | 0.19% | 0.20% | Q2 2023 | Q3 2023 | 2 |
V-Square Quantitative Management LLC | 2 | 2 | 0.06% | 0.08% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Financial Insights, Inc. | 2 | 2 | 0.10% | 0.13% | 0.15% | Q3 2022 | Q4 2022 | 2 |
180 WEALTH ADVISORS, LLC | 2 | 2 | 0.32% | 0.50% | 0.67% | Q4 2017 | Q1 2018 | 2 |
Fifth Third Wealth Advisors LLC | 2 | 2 | 0.38% | 0.41% | 0.45% | Q3 2023 | Q4 2023 | 2 |
Coston, McIsaac & Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 2 |
EFG Asset Management (Americas) Corp. | 2 | 2 | 0.24% | 0.25% | 0.27% | Q3 2020 | Q4 2020 | 2 |
SIR Capital Management, L.P. | 1 | 1 | 1.17% | 1.76% | 2.35% | Q2 2013 | Q3 2014 | 2 |
Aris Wealth Services, Inc. | 2 | 2 | 0.04% | 0.06% | 0.07% | Q1 2015 | Q2 2015 | 2 |
Bridgecreek Investment Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Donald L. Hagan, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q1 2016 | 2 |
SpiderRock Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2021 | 2 |
BTG Pactual Global Asset Management Ltd | 2 | 2 | 0.24% | 0.56% | 0.87% | Q1 2023 | Q2 2023 | 2 |
Poehling Capital Management, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Pallas Capital Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Family Management Corp | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q4 2019 | 2 |
Hillcrest Wealth Advisors - NY, LLC | 1 | 1 | 0.12% | 0.13% | 0.14% | Q1 2021 | Q4 2021 | 2 |
Joseph P. Lucia & Associates, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q3 2022 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.18% | 0.18% | 0.19% | Q4 2021 | Q1 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.33% | 0.34% | 0.35% | Q4 2021 | Q1 2022 | 2 |
State of Wyoming | 1 | 1 | 0.07% | 0.07% | 0.08% | Q2 2021 | Q1 2022 | 2 |
Horizon Investment Services, LLC | 2 | 2 | 0.35% | 0.35% | 0.35% | Q1 2020 | Q2 2020 | 2 |
ROCKEFELLER FINANCIAL SERVICES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
Connectus Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 2 |
BRAUN STACEY ASSOCIATES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2015 | 2 |
MANA Advisors LLC | 1 | 1 | 1.17% | 1.18% | 1.19% | Q1 2019 | Q3 2019 | 2 |
High Falls Advisors, Inc | 2 | 2 | 0.24% | 0.25% | 0.26% | Q3 2016 | Q4 2016 | 2 |
Caption Management, LLC | 1 | 1 | 0.11% | 0.21% | 0.30% | Q1 2019 | Q3 2022 | 2 |
ADVENT CAPITAL MANAGEMENT /DE/ | 1 | 1 | 0.03% | 0.04% | 0.05% | Q3 2016 | Q1 2018 | 2 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.07% | 0.34% | 0.60% | Q1 2018 | Q4 2020 | 2 |
OAK FAMILY ADVISORS, LLC | 2 | 2 | 0.91% | 1.06% | 1.21% | Q4 2020 | Q1 2021 | 2 |
Delphia (USA) Inc. | 2 | 2 | 0.63% | 0.66% | 0.68% | Q1 2023 | Q2 2023 | 2 |
CLEAR STREET LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Your Advocates Ltd., LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
RFP Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 2 |
TRADITION ASSET MANAGEMENT LLC | 2 | 2 | 0.24% | 0.24% | 0.25% | Q1 2020 | Q2 2020 | 2 |
Encompass Capital Advisors LLC | 2 | 2 | 1.00% | 1.67% | 2.34% | Q3 2014 | Q4 2014 | 2 |
Stux Capital Management, LLC | 2 | 2 | 0.42% | 0.45% | 0.49% | Q1 2014 | Q2 2014 | 2 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 2 |
WP Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2018 | 2 |
MIROVA | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Dynamic Capital Management Ltd | 1 | 1 | 0.22% | 1.17% | 2.12% | Q1 2014 | Q1 2018 | 2 |
Delpha Capital Management, LLC | 2 | 2 | 0.28% | 0.74% | 1.20% | Q4 2017 | Q1 2018 | 2 |
Ullmann Wealth Partners Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q2 2017 | 2 |
Fortis Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Inscription Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.06% | Q1 2019 | Q2 2021 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Hollow Brook Wealth Management LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q2 2023 | 2 |
CenterStar Fund, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 2 |
IAG Wealth Partners, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Madden Advisory Services, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q4 2014 | 2 |
Pine Valley Investments Ltd Liability Co | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Thor Advisors, LLC | 1 | 1 | 0.06% | 0.33% | 0.59% | Q1 2019 | Q3 2019 | 2 |
Trek Financial, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q3 2020 | 2 |
OLIO Financial Planning | 1 | 1 | 0.12% | 0.12% | 0.13% | Q1 2022 | Q3 2023 | 2 |
Pantheon Investment Group, LLC | 1 | 1 | 0.20% | 0.23% | 0.26% | Q4 2019 | Q2 2020 | 2 |
TCG Advisory Services, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Carroll Investors, Inc | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
First Houston Capital, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
Echo Street Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Ulland Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
MCIA Inc | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q3 2017 | 2 |
BEACON INVESTMENT ADVISORS LLC | 2 | 2 | 0.17% | 0.19% | 0.21% | Q4 2022 | Q1 2023 | 2 |
Winchester Group Inc. | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2013 | Q3 2013 | 2 |
ORG Partners LLC | 2 | 2 | 0.14% | 0.18% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Graham Capital Management, L.P. | 1 | 1 | 0.03% | 0.05% | 0.06% | Q4 2017 | Q4 2022 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
RB Capital Management, LLC | 1 | 1 | 0.06% | 0.08% | 0.10% | Q3 2020 | Q1 2022 | 2 |
West Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Lagoda Investment Management, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
Palisades Hudson Asset Management, L.P. | 1 | 1 | 0.17% | 0.17% | 0.18% | Q1 2014 | Q4 2014 | 2 |
RESTON WEALTH MANAGEMENT LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q2 2019 | Q3 2019 | 2 |
Harvest Fund Management Co., Ltd | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Global Endowment Management, LP | 1 | 1 | 0.17% | 0.52% | 0.87% | Q3 2018 | Q2 2019 | 2 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.16% | 0.19% | 0.21% | Q4 2020 | Q2 2021 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 2 |
Aurora Private Wealth, Inc. | 2 | 2 | 0.08% | 0.09% | 0.10% | Q1 2020 | Q2 2020 | 2 |
Hightower 6M Holding, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Peterson Financial Group, Inc. | 2 | 2 | 0.55% | 0.61% | 0.67% | Q2 2023 | Q3 2023 | 2 |
HORIZON BANCORP INC /IN/ | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
HBK INVESTMENTS L P | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2020 | 2 |
NBW CAPITAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Airain ltd | 1 | 1 | 0.08% | 0.19% | 0.31% | Q2 2015 | Q2 2017 | 2 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.83% | 0.91% | 1.00% | Q2 2018 | Q1 2021 | 2 |
HMS Capital Management, LLC | 2 | 2 | 0.08% | 0.09% | 0.11% | Q2 2020 | Q3 2020 | 2 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2015 | Q3 2016 | 2 |
PENSECO FINANCIAL SERVICES CORP | 2 | 2 | 0.90% | 0.91% | 0.92% | Q2 2013 | Q3 2013 | 2 |
Sante Capital Fund, LP | 1 | 1 | 1.04% | 1.47% | 1.89% | Q1 2022 | Q3 2022 | 2 |
Stanford Investment Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q4 2016 | 2 |
ACUITY INVESTMENT MANAGEMENT INC | 2 | 2 | 0.04% | 0.06% | 0.07% | Q4 2014 | Q1 2015 | 2 |
Banco de Sabadell, S.A | 2 | 2 | 0.07% | 0.14% | 0.21% | Q2 2020 | Q3 2020 | 2 |
FirstPurpose Wealth LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q4 2022 | Q1 2023 | 2 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2020 | Q3 2020 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Acrisure Capital Management, LLC | 2 | 2 | 0.37% | 0.48% | 0.60% | Q4 2022 | Q1 2023 | 2 |
StellarOne CORP | 2 | 2 | 1.25% | 1.25% | 1.26% | Q2 2013 | Q3 2013 | 2 |
Pine River Capital Management L.P. | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q4 2015 | 2 |
BASSO CAPITAL MANAGEMENT, L.P. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q4 2014 | 2 |
Transform Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 2 |
Soroban Capital Partners LP | 2 | 2 | 0.72% | 0.82% | 0.91% | Q1 2016 | Q2 2016 | 2 |
H2O AM LLP | 2 | 2 | 0.06% | 0.20% | 0.34% | Q1 2020 | Q2 2020 | 2 |
Sierra Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
LBA Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
GUYASUTA INVESTMENT ADVISORS INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q4 2016 | 2 |
CS MCKEE LP | 2 | 2 | 0.17% | 0.18% | 0.18% | Q3 2019 | Q4 2019 | 2 |
NAPLES GLOBAL ADVISORS, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Pacific Wealth Strategies Group, Inc. | 2 | 2 | 0.99% | 1.00% | 1.01% | Q1 2020 | Q2 2020 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2016 | Q3 2016 | 2 |
McAdams Wright Ragen, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Freedman Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 2 |
Activest Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2014 | Q1 2015 | 2 |
PERSONAL CFO SOLUTIONS, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Great Lakes Retirement, Inc. | 2 | 2 | 0.48% | 0.50% | 0.52% | Q4 2019 | Q1 2020 | 2 |
DOLIVER ADVISORS, LP | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q1 2023 | 2 |
AXQ CAPITAL, LP | 2 | 2 | 0.08% | 0.33% | 0.58% | Q4 2022 | Q1 2023 | 2 |
Keystone Financial Services | 2 | 2 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q2 2022 | 2 |
Peoples Bank/KS | 2 | 2 | 0.52% | 0.55% | 0.59% | Q3 2023 | Q4 2023 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q3 2013 | 2 |
Premier Fund Managers Ltd | 2 | 2 | 0.33% | 0.72% | 1.10% | Q4 2015 | Q1 2016 | 2 |
Silicon Valley Capital Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 2 |
Psagot Value Holdings Ltd. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
Evanson Asset Management, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2014 | Q1 2015 | 2 |
Quarry LP | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q2 2023 | 2 |
FINANCIAL CONSULATE, INC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q2 2022 | 2 |
Zions Trust, National Association | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
Dana Investment Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
XR Securities LLC | 1 | 1 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q4 2022 | 2 |
Indices-Pac Research Corp. | 1 | 1 | 0.16% | 0.17% | 0.17% | Q2 2013 | Q4 2013 | 2 |
RPG Investment Advisory, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.09% | 0.11% | 0.13% | Q2 2014 | Q3 2014 | 2 |
Oak Thistle LLC | 1 | 1 | 0.44% | 0.64% | 0.84% | Q1 2022 | Q3 2022 | 2 |
Perella Weinberg Partners Capital Management LP | 2 | 2 | 0.07% | 0.08% | 0.09% | Q1 2019 | Q2 2019 | 2 |
Cedar Wealth Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q1 2016 | 2 |
Advisors Preferred, LLC | 2 | 2 | 0.27% | 0.54% | 0.81% | Q2 2022 | Q3 2022 | 2 |
Parametrica Management Ltd | 1 | 1 | 0.14% | 0.19% | 0.24% | Q4 2017 | Q4 2020 | 2 |
Legacy CG, LLC | 2 | 2 | 1.02% | 1.11% | 1.20% | Q4 2022 | Q1 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q1 2020 | 2 |
ROVIN CAPITAL /UT/ /ADV | 2 | 2 | 0.19% | 0.24% | 0.30% | Q4 2021 | Q1 2022 | 2 |
Pegasus Asset Management, Inc. | 2 | 2 | 0.16% | 0.18% | 0.20% | Q4 2017 | Q1 2018 | 2 |
FolioMetrix LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q1 2015 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
JUPITER ASSET MANAGEMENT LTD | 1 | 1 | 0.04% | 0.29% | 0.55% | Q1 2021 | Q4 2022 | 2 |
J.Safra Asset Management Corp | 2 | 2 | 0.02% | 0.10% | 0.19% | Q1 2016 | Q2 2016 | 2 |
Mariner Wealth Advisors-Madison, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Signition LP | 1 | 1 | 0.57% | 0.87% | 1.16% | Q4 2017 | Q4 2019 | 2 |
Asset Management Resources, LLC | 2 | 2 | 0.23% | 0.23% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Ten Capital Wealth Advisors, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q3 2022 | Q4 2022 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ALPHA WINDWARD LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
TIEMANN INVESTMENT ADVISORS, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2020 | Q3 2020 | 2 |
Delaney Dennis R | 2 | 2 | 0.19% | 0.22% | 0.25% | Q3 2022 | Q4 2022 | 2 |
Davis Capital Management | 2 | 2 | 1.32% | 1.36% | 1.39% | Q1 2020 | Q2 2020 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q1 2019 | 2 |
Onex Canada Asset Management Inc. | 2 | 2 | 0.14% | 0.18% | 0.22% | Q1 2016 | Q2 2016 | 2 |
VAUGHAN & Co SECURITIES, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Quadrant Private Wealth Management, LLC | 1 | 1 | 0.08% | 0.10% | 0.12% | Q2 2020 | Q1 2022 | 2 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Numeric Investors LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q4 2017 | 2 |
QCM Cayman, Ltd. | 1 | 1 | 0.11% | 0.34% | 0.57% | Q1 2015 | Q1 2018 | 2 |
JAMES INVESTMENT RESEARCH INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
AFFINITY WEALTH MANAGEMENT LLC | 1 | 1 | 0.04% | 0.06% | 0.07% | Q4 2019 | Q1 2022 | 2 |
Reynolds Investment Management, Inc. | 2 | 2 | 0.61% | 0.64% | 0.68% | Q1 2022 | Q2 2022 | 2 |
Fiera Capital Inc. | 2 | 2 | 0.15% | 0.31% | 0.46% | Q2 2013 | Q3 2013 | 2 |
ENGINE NO. 1 LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q3 2021 | Q4 2021 | 2 |
BP CAPITAL FUND ADVISORS, LLC | 2 | 2 | 1.02% | 1.08% | 1.15% | Q3 2017 | Q4 2017 | 2 |
SMITH SHELLNUT WILSON LLC /ADV | 1 | 1 | 0.21% | 0.23% | 0.25% | Q4 2016 | Q2 2017 | 2 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 2 | 2 | 0.33% | 0.33% | 0.33% | Q2 2022 | Q3 2022 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
HARVEY INVESTMENT CO LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q4 2019 | 2 |
Catalyst Wealth Management, LLC | 2 | 2 | 1.00% | 1.00% | 1.00% | Q4 2022 | Q1 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Aquatic Capital Management LLC | 2 | 2 | 0.04% | 0.32% | 0.60% | Q1 2022 | Q2 2022 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2022 | Q3 2022 | 2 |
Rovida Advisors Inc. | 2 | 2 | 0.74% | 0.93% | 1.12% | Q1 2018 | Q2 2018 | 2 |
Ritter Daniher Financial Advisory LLC / DE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Stuart Chaussee & Associates, Inc. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2017 | Q2 2017 | 2 |
Aventail Capital Group, LP | 1 | 1 | 0.59% | 3.72% | 6.85% | Q4 2020 | Q4 2022 | 2 |
Fulcrum Asset Management LLP | 1 | 1 | 0.91% | 0.91% | 0.92% | Q2 2020 | Q4 2020 | 2 |
Portfolio Strategies, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Rezny Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Versor Investments LP | 1 | 1 | 0.06% | 0.14% | 0.22% | Q4 2022 | Q2 2023 | 2 |
Clarity Financial LLC | 2 | 2 | 0.05% | 0.26% | 0.47% | Q4 2020 | Q1 2021 | 2 |
G&S Capital LLC | 2 | 2 | 0.01% | 0.56% | 1.11% | Q4 2019 | Q1 2020 | 2 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q2 2017 | 2 |
Westbourne Investment Advisors, Inc. | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q2 2023 | 2 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 2 |
B&D White Capital Company, LLC | 1 | 1 | 0.21% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 2 |
MKD WEALTH COACHES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Crabel Capital Management, LLC | 2 | 2 | 0.15% | 0.17% | 0.20% | Q3 2019 | Q4 2019 | 2 |
Northstar Advisory Group, LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q1 2022 | Q2 2022 | 2 |
Sound Financial Strategies Group, LLC | 2 | 2 | 0.28% | 0.29% | 0.29% | Q4 2020 | Q1 2021 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 1.94% | 2.01% | 2.08% | Q2 2023 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.13% | 0.14% | 0.15% | Q2 2021 | Q3 2021 | 2 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Blueprint Investment Partners LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 1 | 1 | 1.23% | 1.23% | 1.23% | Q1 2016 | Q1 2016 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Cerro Pacific Wealth Advisors LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2020 | Q4 2020 | 1 |
Dorsey Wright & Associates | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
Garde Capital, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2022 | Q3 2022 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Formidable Asset Management, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q1 2019 | Q1 2019 | 1 |
ZAZOVE ASSOCIATES LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2014 | Q4 2014 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Core Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2020 | Q4 2020 | 1 |
Constitution Capital LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2022 | Q2 2022 | 1 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Atwater Malick LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Eos Management, L.P. | 1 | 1 | 1.00% | 1.00% | 1.00% | Q4 2014 | Q4 2014 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Knuff & Co LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Noked Israel Ltd | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2019 | Q2 2019 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
Eisler Capital (UK) Ltd. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2022 | Q1 2022 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Artemis Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
M. Kraus & Co | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
ClariVest Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Better Money Decisions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q1 2021 | 1 |
Capitolis Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Howard Capital Management Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Voit & Company, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2018 | Q4 2018 | 1 |
MONUMENTAL FINANCIAL GROUP INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Quad Capital Management Advisors LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2018 | Q4 2018 | 1 |
Tradeworx Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2013 | Q4 2013 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ALPINE ASSOCIATES MANAGEMENT INC. | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2018 | Q2 2018 | 1 |
Handelsbanken Fonder AB | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q4 2015 | 1 |
CM WEALTH ADVISORS LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
WealthOne, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Sage Financial Management Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
MBM Wealth Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
IndexIQ Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Level Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
J Arnold Wealth Management Co | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2019 | Q4 2019 | 1 |
Border to Coast Pensions Partnership Ltd | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2021 | Q2 2021 | 1 |
Exos TFP Holdings LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
DWM Financial Group, Inc. | 1 | 1 | 0.59% | 0.59% | 0.59% | Q1 2020 | Q1 2020 | 1 |
AM Squared Ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
LANSDOWNE PARTNERS (UK) LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Reitz Capital Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Financial Planners of Cleveland, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Syntal Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Alliance Wealth Advisors, LLC /UT | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
DMC Group, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2021 | Q4 2021 | 1 |
One68 Global Capital, LLC | 1 | 1 | 13.07% | 13.07% | 13.07% | Q4 2018 | Q4 2018 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2018 | Q4 2018 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cox Capital Mgt LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Beacon Pointe Wealth Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MWA Asset Management | 1 | 1 | 0.86% | 0.86% | 0.86% | Q3 2023 | Q3 2023 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
Grant Street Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2013 | Q2 2013 | 1 |
Farmers & Merchants Trust Co of Long Beach | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2018 | Q4 2018 | 1 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Solidarity Wealth, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2022 | Q3 2022 | 1 |
Avitas Wealth Management LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2022 | Q3 2022 | 1 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2022 | Q4 2022 | 1 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
Greenwich Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
Financial Connections Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
RUSHMORE INVESTMENT ADVISORS, INC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2013 | Q2 2013 | 1 |
Independence Wealth Advisors, Inc. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2019 | Q2 2019 | 1 |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2022 | Q1 2022 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2017 | Q4 2017 | 1 |
Highmount Capital, LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q2 2013 | Q2 2013 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
Prosperity Consulting Group, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
CTC Capital Management, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2022 | Q4 2022 | 1 |
Poplar Forest Capital LLC | 1 | 1 | 1.34% | 1.34% | 1.34% | Q3 2023 | Q3 2023 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
William Allan Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
PURSUE WEALTH PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Kula Investments, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2022 | Q4 2022 | 1 |
CORBYN INVESTMENT MANAGEMENT INC/MD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Harvest Fund Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
Concorde Financial Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ballast, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
SBK Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Lucia Wealth Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Psagot Value Holdings Ltd. / (Israel) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Nilsine Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
EA Series Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Retireful, LLC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q3 2023 | Q3 2023 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2021 | Q2 2021 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Walker Asset Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2023 | Q4 2023 | 1 |
Petrus Trust Company, LTA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Landmark Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2017 | Q3 2017 | 1 |
Castle Rock Wealth Management, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2017 | Q4 2017 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Arlington Capital Management, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2015 | Q1 2015 | 1 |
Plan Group Financial, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2022 | Q2 2022 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Horizons Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Courage Miller Partners, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2014 | Q2 2014 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2014 | Q1 2014 | 1 |
Cyndeo Wealth Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Parplus Partners | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
STAPP WEALTH MANAGEMENT, PLLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
XTX MARKETS LLC | 1 | 1 | 1.44% | 1.44% | 1.44% | Q1 2020 | Q1 2020 | 1 |
Wealth Advisors of Tampa Bay, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Gray Wealth Management Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
WEATHERLY ASSET MANAGEMENT L. P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
DAVIS SELECTED ADVISERS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Hatteras Investment Partners, LP | 1 | 1 | 1.00% | 1.00% | 1.00% | Q1 2016 | Q1 2016 | 1 |
Icon Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
GEM Asset Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2022 | Q4 2022 | 1 |
Wakefield Asset Management LLLP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
Eclectica Asset Management LLP | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2013 | Q2 2013 | 1 |
PRING TURNER CAPITAL GROUP INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
STAR Financial Bank | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
TIGER MANAGEMENT L.L.C. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2017 | Q1 2017 | 1 |
West Tower Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
25 LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BROOKTREE CAPITAL MANAGEMENT | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2022 | Q3 2022 | 1 |
Stone Ridge Asset Management LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2014 | Q4 2014 | 1 |
Northeast Financial Consultants Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Slagle Financial, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
Prairie Sky Financial Group LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Noked Capital LTD | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2019 | Q2 2019 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Stratos Investment Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q3 2021 | 1 |
Cobblestone Asset Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Financial Security Advisor, Inc. | 1 | 1 | 0.80% | 0.80% | 0.80% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ROGCO, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Exchange Bank | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q2 2023 | 1 |
Allen Mooney & Barnes Investment Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Morse Asset Management, Inc | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
Lake Hills Wealth Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q2 2023 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 1 | 1 | 0.88% | 0.88% | 0.88% | Q3 2013 | Q3 2013 | 1 |
Legacy Wealth Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2021 | Q2 2021 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PagnatoKarp Partners LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
REGENTS OF THE UNIVERSITY OF CALIFORNIA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Bristol Advisors, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2018 | Q4 2018 | 1 |
Hunting Hill Global Capital, LLC | 1 | 1 | 3.14% | 3.14% | 3.14% | Q4 2018 | Q4 2018 | 1 |
Plancorp, LLC | 1 | 1 | 1.54% | 1.54% | 1.54% | Q3 2015 | Q3 2015 | 1 |
Sequent Asset Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2017 | Q1 2017 | 1 |
Beirne Wealth Consulting Services, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2019 | Q1 2019 | 1 |
Weil Company, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Saba Capital Management, L.P. | 1 | 1 | 0.92% | 0.92% | 0.92% | Q4 2022 | Q4 2022 | 1 |
Empyrean Capital Partners, LP | 1 | 1 | 2.47% | 2.47% | 2.47% | Q4 2022 | Q4 2022 | 1 |
Timber Creek Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Blume Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Ostrum Asset Management U.S., LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
West Coast Financial LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q2 2016 | 1 |
Polianta Ltd | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2020 | Q4 2020 | 1 |
AustralianSuper Pty Ltd | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
Stack Financial Management, Inc | 1 | 1 | 1.06% | 1.06% | 1.06% | Q3 2022 | Q3 2022 | 1 |
Vollero Beach Capital Partners LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q1 2014 | Q1 2014 | 1 |
Motley Fool Asset Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
MRA Associates USA LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Praesidis Advisors LLC | 1 | 1 | 12.89% | 12.89% | 12.89% | Q2 2013 | Q2 2013 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2018 | Q4 2018 | 1 |
Chiron Investment Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
Millburn Ridgefield Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Timber Hill LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
VALLEY NATIONAL BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Castle Hook Partners LP | 1 | 1 | 2.32% | 2.32% | 2.32% | Q1 2018 | Q1 2018 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
JET CAPITAL INVESTORS L P | 1 | 1 | 1.16% | 1.16% | 1.16% | Q1 2018 | Q1 2018 | 1 |
ARS Investment Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Mizuho Securities Co. Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
Merit Investment Management, LLC | 1 | 1 | 5.75% | 5.75% | 5.75% | Q4 2013 | Q4 2013 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
CAMDEN NATIONAL CORP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
CMT TRADING LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2015 | Q1 2015 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2022 | Q4 2022 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q1 2017 | 1 |
MKP Capital Management, L.L.C. | 1 | 1 | 0.92% | 0.92% | 0.92% | Q4 2020 | Q4 2020 | 1 |
Berkshire Money Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 2.17% | 2.17% | 2.17% | Q1 2021 | Q1 2021 | 1 |
ASSET PLANNING CORPORATION | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
SECOR Capital Advisors, LP | 1 | 1 | 0.73% | 0.73% | 0.73% | Q1 2018 | Q1 2018 | 1 |
AUGUSTINE ASSET MANAGEMENT INC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2015 | Q3 2015 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2021 | Q1 2021 | 1 |
Key Square Capital Management LLC | 1 | 1 | 3.23% | 3.23% | 3.23% | Q1 2018 | Q1 2018 | 1 |
Truvvo Partners LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2016 | Q1 2016 | 1 |
STRATEGY ASSET MANAGERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
KLCM Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Brightworth | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
New England Investment & Retirement Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
FOSTER & MOTLEY INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
HOLLENCREST CAPITAL MANAGEMENT | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2018 | Q4 2018 | 1 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
DE BURLO GROUP INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
Hamilton Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2015 | Q1 2015 | 1 |
Governors Lane LP | 1 | 1 | 2.27% | 2.27% | 2.27% | Q3 2023 | Q3 2023 | 1 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q2 2020 | 1 |
BRASADA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
LBMC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Gardner Russo & Gardner | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
CAPITAL COUNSEL LLC/NY | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
SENTINEL TRUST CO LBA | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
TradeLink Capital LLC | 1 | 1 | 1.13% | 1.13% | 1.13% | Q2 2016 | Q2 2016 | 1 |
US FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2020 | Q2 2020 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2016 | Q2 2016 | 1 |
Pluribus Labs, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2021 | Q4 2021 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Kames Capital Management Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
Lebenthal Wealth Advisors, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q2 2016 | Q2 2016 | 1 |
MASTERS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q4 2014 | Q4 2014 | 1 |
MATRIX ASSET ADVISORS INC/NY | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2013 | Q2 2013 | 1 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
WEST CHESTER CAPITAL ADVISORS, INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
FORT, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2019 | Q1 2019 | 1 |
Alerus Investment Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
KWMG, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
MERITAGE PORTFOLIO MANAGEMENT | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2022 | Q2 2022 | 1 |
Wealthquest Corp | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q3 2019 | 1 |
SMITH ASSET MANAGEMENT GROUP LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Eos Focused Equity Management, L.P. | 1 | 1 | 2.47% | 2.47% | 2.47% | Q1 2015 | Q1 2015 | 1 |
Pure Financial Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Hartree Partners, LP | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2021 | Q1 2021 | 1 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
SIMMONS FIRST TRUST CO NA | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2015 | Q4 2015 | 1 |
Selway Asset Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Banco Santander, S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
VALLEY FORGE ASSET MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
BBT Capital Management, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2013 | Q2 2013 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Omega Advisors Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2018 | Q1 2018 | 1 |
Ironwood Financial, llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2017 | Q1 2017 | 1 |
Monashee Investment Management LLC | 1 | 1 | 3.72% | 3.72% | 3.72% | Q1 2018 | Q1 2018 | 1 |
Winslow Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
CORNERCAP INVESTMENT COUNSEL INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2016 | Q4 2016 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
TWIN CAPITAL MANAGEMENT INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Hunter Perkins Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Elequin Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
JACKSON SQUARE CAPITAL, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2022 | Q3 2022 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Menard Financial Group LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2019 | Q4 2019 | 1 |
Sunflower Bank, N.A. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Fusion Capital, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Texas Capital Bank Wealth Management Services Inc | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
NinePointTwo Capital LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Cypress Point Wealth Management, LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q4 2020 | Q4 2020 | 1 |
HOHIMER WEALTH MANAGEMENT, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2019 | Q4 2019 | 1 |
Stone Toro Investment Advisers, LP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2014 | Q1 2014 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
TIG Advisors, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2018 | Q2 2018 | 1 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2019 | Q4 2019 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Rise Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Planned Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
SOLARIS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Laidlaw Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Briaud Financial Planning, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Provident Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
HawsGoodwin Investment Management LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2020 | Q4 2020 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Galvin, Gaustad & Stein, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2020 | Q4 2020 | 1 |
Capital Square, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
Americana Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Chapwood Capital Investment Management, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2019 | Q4 2019 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
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This page lists all the filers that currently own DOMINION ENERGY INC or have owned DOMINION ENERGY INC in the past.