Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 18 | 18 | 0.00% | 0.02% | 0.16% | Q2 2019 | Q3 2023 | 54 |
BNP PARIBAS FINANCIAL MARKETS | 18 | 18 | 0.00% | 0.07% | 1.12% | Q2 2019 | Q3 2023 | 54 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18 | 18 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 54 |
UBS Group AG | 18 | 18 | 0.00% | 0.02% | 0.09% | Q2 2019 | Q3 2023 | 51 |
CAPSTONE INVESTMENT ADVISORS, LLC | 18 | 18 | 0.00% | 0.05% | 0.33% | Q2 2019 | Q3 2023 | 50 |
CITIGROUP INC | 18 | 18 | 0.00% | 0.02% | 0.14% | Q2 2019 | Q3 2023 | 49 |
BANK OF AMERICA CORP /DE/ | 18 | 18 | 0.00% | 0.02% | 0.12% | Q2 2019 | Q3 2023 | 49 |
Cutler Group LLC / CA | 18 | 18 | 0.00% | 0.01% | 0.17% | Q2 2019 | Q3 2023 | 47 |
D. E. Shaw & Co., Inc. | 18 | 18 | 0.00% | 0.07% | 0.47% | Q2 2019 | Q3 2023 | 46 |
GOLDMAN SACHS GROUP INC | 18 | 18 | 0.00% | 0.02% | 0.11% | Q2 2019 | Q3 2023 | 46 |
MILLENNIUM MANAGEMENT LLC | 18 | 18 | 0.00% | 0.04% | 0.37% | Q2 2019 | Q3 2023 | 45 |
Parallax Volatility Advisers, L.P. | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 45 |
Walleye Trading LLC | 18 | 18 | 0.00% | 0.06% | 0.64% | Q2 2019 | Q3 2023 | 45 |
WOLVERINE TRADING, LLC | 9 | 3 | 0.00% | 0.02% | 0.16% | Q2 2019 | Q3 2023 | 44 |
BARCLAYS PLC | 18 | 18 | 0.00% | 0.05% | 0.57% | Q2 2019 | Q3 2023 | 43 |
JANE STREET GROUP, LLC | 18 | 18 | 0.00% | 0.01% | 0.19% | Q2 2019 | Q3 2023 | 41 |
PEAK6 Investments LLC | 18 | 18 | 0.00% | 0.01% | 0.05% | Q2 2019 | Q3 2023 | 41 |
CREDIT SUISSE AG/ | 18 | 18 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 39 |
Squarepoint Ops LLC | 18 | 18 | 0.00% | 0.08% | 0.40% | Q2 2019 | Q3 2023 | 38 |
Paloma Partners Management Co | 18 | 18 | 0.00% | 0.05% | 0.18% | Q2 2019 | Q3 2023 | 35 |
TWO SIGMA SECURITIES, LLC | 10 | 3 | 0.00% | 0.03% | 0.09% | Q2 2019 | Q3 2023 | 35 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.01% | 0.12% | 0.32% | Q1 2016 | Q3 2023 | 31 |
Twin Tree Management, LP | 10 | 7 | 0.00% | 0.06% | 0.19% | Q2 2019 | Q3 2023 | 31 |
HSBC HOLDINGS PLC | 18 | 18 | 0.00% | 0.04% | 0.14% | Q2 2019 | Q3 2023 | 31 |
Jefferies Group LLC | 6 | 2 | 0.00% | 0.06% | 1.23% | Q2 2019 | Q3 2022 | 29 |
NOMURA HOLDINGS INC | 10 | 1 | 0.00% | 0.02% | 0.09% | Q2 2019 | Q3 2023 | 29 |
ROYAL BANK OF CANADA | 18 | 18 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 29 |
WELLS FARGO & COMPANY/MN | 18 | 18 | 0.00% | 0.03% | 0.10% | Q2 2019 | Q3 2023 | 29 |
Cubist Systematic Strategies, LLC | 18 | 18 | 0.00% | 0.08% | 0.36% | Q2 2019 | Q3 2023 | 28 |
Point72 Asset Management, L.P. | 18 | 18 | 0.00% | 0.07% | 0.59% | Q2 2019 | Q3 2023 | 28 |
TWO SIGMA INVESTMENTS, LP | 6 | 1 | 0.00% | 0.03% | 0.25% | Q2 2019 | Q3 2023 | 26 |
Anchor Investment Management, LLC | 26 | 26 | 0.02% | 0.20% | 0.82% | Q3 2017 | Q4 2023 | 26 |
WEST PACES ADVISORS INC. | 25 | 25 | 0.01% | 0.06% | 0.16% | Q3 2017 | Q3 2023 | 25 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.02% | 0.04% | 0.21% | Q4 2019 | Q3 2023 | 24 |
TUDOR INVESTMENT CORP ET AL | 5 | 3 | 0.00% | 0.06% | 0.37% | Q2 2019 | Q3 2023 | 24 |
Laurion Capital Management LP | 10 | 1 | 0.00% | 0.19% | 0.67% | Q2 2019 | Q3 2023 | 24 |
Sargent Bickham Lagudis LLC | 15 | 9 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2022 | 24 |
DEUTSCHE BANK AG\ | 18 | 18 | 0.00% | 0.09% | 0.23% | Q2 2019 | Q3 2023 | 23 |
HAP Trading, LLC | 12 | 4 | 0.00% | 0.03% | 0.54% | Q2 2019 | Q2 2023 | 23 |
Point72 Hong Kong Ltd | 12 | 12 | 0.00% | 0.08% | 0.52% | Q4 2019 | Q3 2022 | 23 |
Westchester Capital Management, LLC | 11 | 11 | 0.05% | 0.44% | 0.93% | Q2 2019 | Q4 2021 | 22 |
Nuveen Asset Management, LLC | 18 | 18 | 0.00% | 0.15% | 0.28% | Q2 2019 | Q3 2023 | 22 |
M&T BANK CORP | 18 | 18 | 0.00% | 0.49% | 0.93% | Q2 2019 | Q3 2023 | 22 |
US BANCORP \DE\ | 18 | 18 | 0.00% | 0.04% | 0.11% | Q2 2019 | Q3 2023 | 22 |
TRUIST FINANCIAL CORP | 18 | 18 | 0.00% | 0.05% | 0.10% | Q2 2019 | Q3 2023 | 20 |
INGALLS & SNYDER LLC | 18 | 18 | 0.06% | 0.42% | 0.57% | Q2 2019 | Q3 2023 | 20 |
NEVILLE RODIE & SHAW INC | 19 | 19 | 0.08% | 0.17% | 0.60% | Q2 2019 | Q4 2023 | 19 |
OPTIMUM INVESTMENT ADVISORS | 19 | 19 | 0.02% | 0.04% | 0.12% | Q2 2019 | Q4 2023 | 19 |
PARK NATIONAL CORP /OH/ | 19 | 19 | 0.02% | 0.07% | 0.28% | Q2 2019 | Q4 2023 | 19 |
BALDWIN BROTHERS LLC/MA | 19 | 19 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q4 2023 | 19 |
M&R CAPITAL MANAGEMENT INC | 19 | 19 | 0.00% | 0.10% | 0.64% | Q2 2019 | Q4 2023 | 19 |
DnB Asset Management AS | 19 | 19 | 0.03% | 0.07% | 0.12% | Q2 2019 | Q4 2023 | 19 |
TRUST CO OF TOLEDO NA /OH/ | 19 | 19 | 0.12% | 0.18% | 0.26% | Q2 2019 | Q4 2023 | 19 |
Versant Capital Management, Inc | 19 | 19 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q4 2023 | 19 |
Creative Planning | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 19 |
COUNTRY TRUST BANK | 19 | 19 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2023 | 19 |
FULTON BANK, N.A. | 19 | 19 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q4 2023 | 19 |
BANK OF MONTREAL /CAN/ | 15 | 2 | 0.00% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 19 |
Diversified Trust Co | 19 | 19 | 0.02% | 0.05% | 0.06% | Q2 2019 | Q4 2023 | 19 |
Moors & Cabot, Inc. | 18 | 18 | 0.00% | 0.17% | 0.46% | Q2 2019 | Q3 2023 | 19 |
MASSMUTUAL TRUST CO FSB/ADV | 19 | 19 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2023 | 19 |
Kovack Advisors, Inc. | 11 | 4 | 0.00% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 19 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 18 | 18 | 0.05% | 0.08% | 0.15% | Q2 2019 | Q3 2023 | 18 |
MAI Capital Management | 18 | 18 | 0.01% | 0.05% | 0.24% | Q2 2019 | Q3 2023 | 18 |
SALEM INVESTMENT COUNSELORS INC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
PATTEN & PATTEN INC/TN | 18 | 18 | 0.02% | 0.07% | 0.29% | Q2 2019 | Q3 2023 | 18 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 18 | 18 | 0.23% | 0.48% | 0.93% | Q2 2019 | Q3 2023 | 18 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 18 | 18 | 0.05% | 0.08% | 0.11% | Q2 2019 | Q3 2023 | 18 |
GRIFFIN ASSET MANAGEMENT, INC. | 18 | 18 | 0.32% | 0.45% | 0.81% | Q2 2019 | Q3 2023 | 18 |
PANAGORA ASSET MANAGEMENT INC | 18 | 18 | 0.01% | 0.03% | 0.22% | Q2 2019 | Q3 2023 | 18 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 18 | 18 | 0.03% | 0.06% | 0.15% | Q2 2019 | Q3 2023 | 18 |
PEAPACK GLADSTONE FINANCIAL CORP | 18 | 18 | 0.12% | 0.19% | 0.32% | Q2 2019 | Q3 2023 | 18 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 18 | 18 | 0.02% | 0.04% | 0.09% | Q2 2019 | Q3 2023 | 18 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 18 | 18 | 0.14% | 0.28% | 0.50% | Q2 2019 | Q3 2023 | 18 |
BESSEMER GROUP INC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 18 | 18 | 0.07% | 0.11% | 0.20% | Q2 2019 | Q3 2023 | 18 |
UBS ASSET MANAGEMENT AMERICAS INC | 18 | 18 | 0.05% | 0.08% | 0.14% | Q2 2019 | Q3 2023 | 18 |
DELTA ASSET MANAGEMENT LLC/TN | 18 | 18 | 0.07% | 0.10% | 0.22% | Q2 2019 | Q3 2023 | 18 |
Gardner Russo & Gardner | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
KLINGENSTEIN FIELDS & CO LP | 18 | 18 | 0.48% | 0.75% | 0.90% | Q2 2019 | Q3 2023 | 18 |
Tufton Capital Management | 18 | 18 | 0.35% | 0.69% | 0.83% | Q2 2019 | Q3 2023 | 18 |
NOMURA ASSET MANAGEMENT CO LTD | 18 | 18 | 0.14% | 0.20% | 0.29% | Q2 2019 | Q3 2023 | 18 |
Ameritas Investment Partners, Inc. | 18 | 18 | 0.01% | 0.03% | 0.10% | Q2 2019 | Q3 2023 | 18 |
FEDERATED HERMES, INC. | 18 | 18 | 0.00% | 0.04% | 0.18% | Q2 2019 | Q3 2023 | 18 |
STATE OF WISCONSIN INVESTMENT BOARD | 18 | 18 | 0.06% | 0.11% | 0.17% | Q2 2019 | Q3 2023 | 18 |
TCW GROUP INC | 18 | 18 | 0.09% | 0.36% | 0.53% | Q2 2019 | Q3 2023 | 18 |
Haverford Trust Co | 18 | 18 | 0.17% | 1.40% | 2.04% | Q2 2019 | Q3 2023 | 18 |
CHILTON CAPITAL MANAGEMENT LLC | 18 | 18 | 0.01% | 0.22% | 0.89% | Q2 2019 | Q3 2023 | 18 |
PEOPLES FINANCIAL SERVICES CORP. | 18 | 18 | 0.24% | 0.33% | 0.49% | Q2 2019 | Q3 2023 | 18 |
Clearstead Advisors, LLC | 18 | 18 | 0.00% | 0.02% | 0.11% | Q2 2019 | Q3 2023 | 18 |
ST GERMAIN D J CO INC | 15 | 3 | 0.00% | 0.04% | 0.09% | Q2 2019 | Q4 2023 | 18 |
OPPENHEIMER & CO INC | 18 | 18 | 0.04% | 0.08% | 0.23% | Q2 2019 | Q3 2023 | 18 |
STRS OHIO | 18 | 18 | 0.16% | 0.29% | 0.36% | Q2 2019 | Q3 2023 | 18 |
AMERIPRISE FINANCIAL INC | 18 | 18 | 0.03% | 0.07% | 0.20% | Q2 2019 | Q3 2023 | 18 |
SUMMIT FINANCIAL GROUP, INC. | 18 | 18 | 0.21% | 0.30% | 0.48% | Q2 2019 | Q3 2023 | 18 |
CITIZENS & NORTHERN CORP | 18 | 18 | 0.13% | 0.36% | 0.57% | Q2 2019 | Q3 2023 | 18 |
VOYA INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.06% | 0.15% | 0.41% | Q2 2019 | Q3 2023 | 18 |
Asset Management One Co., Ltd. | 18 | 18 | 0.06% | 0.09% | 0.15% | Q2 2019 | Q3 2023 | 18 |
NEW YORK STATE COMMON RETIREMENT FUND | 18 | 18 | 0.04% | 0.09% | 0.15% | Q2 2019 | Q3 2023 | 18 |
GAMCO INVESTORS, INC. ET AL | 18 | 18 | 0.14% | 0.30% | 0.39% | Q2 2019 | Q3 2023 | 18 |
CAMBRIDGE TRUST CO | 18 | 18 | 0.02% | 0.04% | 0.09% | Q2 2019 | Q3 2023 | 18 |
PRICE T ROWE ASSOCIATES INC /MD/ | 18 | 18 | 0.01% | 0.08% | 0.23% | Q2 2019 | Q3 2023 | 18 |
CARRET ASSET MANAGEMENT, LLC | 18 | 18 | 0.26% | 0.34% | 0.56% | Q2 2019 | Q3 2023 | 18 |
SASCO CAPITAL INC / CT/ | 18 | 18 | 2.32% | 3.24% | 4.06% | Q2 2019 | Q3 2023 | 18 |
VALLEY NATIONAL ADVISERS INC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
HOWE & RUSLING INC | 18 | 18 | 0.00% | 0.15% | 0.75% | Q2 2019 | Q3 2023 | 18 |
BOWEN HANES & CO INC | 18 | 18 | 0.01% | 0.26% | 1.38% | Q2 2019 | Q3 2023 | 18 |
SYM FINANCIAL Corp | 18 | 18 | 0.07% | 11.30% | 23.18% | Q2 2019 | Q3 2023 | 18 |
WINDWARD CAPITAL MANAGEMENT CO /CA | 18 | 18 | 0.43% | 0.61% | 1.08% | Q2 2019 | Q3 2023 | 18 |
HOWLAND CAPITAL MANAGEMENT LLC | 18 | 18 | 0.02% | 0.04% | 0.17% | Q2 2019 | Q3 2023 | 18 |
Legal & General Group Plc | 18 | 18 | 0.08% | 0.11% | 0.18% | Q2 2019 | Q3 2023 | 18 |
SouthState Corp | 18 | 18 | 0.03% | 0.14% | 0.82% | Q2 2019 | Q3 2023 | 18 |
PRIMECAP MANAGEMENT CO/CA/ | 18 | 18 | 0.08% | 0.13% | 0.18% | Q2 2019 | Q3 2023 | 18 |
D.A. DAVIDSON & CO. | 18 | 18 | 0.02% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 18 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 18 | 18 | 0.05% | 0.09% | 0.36% | Q2 2019 | Q3 2023 | 18 |
STEPHENS INC /AR/ | 18 | 18 | 0.03% | 0.06% | 0.15% | Q2 2019 | Q3 2023 | 18 |
SCHULHOFF & CO INC | 18 | 18 | 0.08% | 0.32% | 0.45% | Q2 2019 | Q3 2023 | 18 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
HANCOCK WHITNEY CORP | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
AMERICAN CENTURY COMPANIES INC | 18 | 18 | 0.00% | 0.01% | 0.08% | Q2 2019 | Q3 2023 | 18 |
MARCO INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.14% | 0.27% | 0.65% | Q2 2019 | Q3 2023 | 18 |
PINNACLE ASSOCIATES LTD | 18 | 18 | 0.06% | 0.08% | 0.16% | Q2 2019 | Q3 2023 | 18 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 18 | 18 | 0.07% | 0.11% | 0.18% | Q2 2019 | Q3 2023 | 18 |
GABELLI FUNDS LLC | 18 | 18 | 0.10% | 0.33% | 0.44% | Q2 2019 | Q3 2023 | 18 |
NORTHERN TRUST CORP | 18 | 18 | 0.07% | 0.10% | 0.16% | Q2 2019 | Q3 2023 | 18 |
METROPOLITAN LIFE INSURANCE CO/NY | 18 | 18 | 0.06% | 0.09% | 0.14% | Q2 2019 | Q3 2023 | 18 |
FIRST MANHATTAN CO. LLC. | 18 | 18 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 18 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 18 | 18 | 0.04% | 0.05% | 0.09% | Q2 2019 | Q3 2023 | 18 |
CITY HOLDING CO | 18 | 18 | 0.02% | 0.10% | 0.40% | Q2 2019 | Q3 2023 | 18 |
RAYMOND JAMES & ASSOCIATES | 18 | 18 | 0.02% | 0.03% | 0.08% | Q2 2019 | Q3 2023 | 18 |
STIFEL FINANCIAL CORP | 18 | 18 | 0.02% | 0.05% | 0.18% | Q2 2019 | Q3 2023 | 18 |
WESTPAC BANKING CORP | 18 | 18 | 0.01% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 18 |
ARROW FINANCIAL CORP | 18 | 18 | 0.01% | 0.02% | 0.07% | Q2 2019 | Q3 2023 | 18 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 18 | 18 | 0.00% | 0.03% | 0.08% | Q2 2019 | Q3 2023 | 18 |
FIRST FOUNDATION ADVISORS | 18 | 18 | 0.07% | 0.23% | 0.92% | Q2 2019 | Q3 2023 | 18 |
BOURGEON CAPITAL MANAGEMENT LLC | 18 | 18 | 0.00% | 0.38% | 2.71% | Q2 2019 | Q3 2023 | 18 |
RAYMOND JAMES TRUST N.A. | 18 | 18 | 0.04% | 0.09% | 0.27% | Q2 2019 | Q3 2023 | 18 |
FIRST FINANCIAL CORP /IN/ | 18 | 18 | 0.05% | 0.08% | 0.13% | Q2 2019 | Q3 2023 | 18 |
KEYBANK NATIONAL ASSOCIATION/OH | 18 | 18 | 0.02% | 0.04% | 0.10% | Q2 2019 | Q3 2023 | 18 |
PNC FINANCIAL SERVICES GROUP, INC. | 18 | 18 | 0.05% | 0.08% | 0.13% | Q2 2019 | Q3 2023 | 18 |
SEARLE & CO. | 18 | 18 | 0.16% | 0.35% | 0.76% | Q2 2019 | Q3 2023 | 18 |
OLD NATIONAL BANCORP /IN/ | 18 | 18 | 0.05% | 0.20% | 0.47% | Q2 2019 | Q3 2023 | 18 |
PIN OAK INVESTMENT ADVISORS INC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
MML INVESTORS SERVICES, LLC | 18 | 18 | 0.01% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
LINCOLN NATIONAL CORP | 18 | 18 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 18 |
AMERICAN INTERNATIONAL GROUP, INC. | 18 | 18 | 0.04% | 0.06% | 0.08% | Q2 2019 | Q3 2023 | 18 |
RNC CAPITAL MANAGEMENT LLC | 18 | 18 | 0.15% | 0.73% | 2.47% | Q2 2019 | Q3 2023 | 18 |
CIGNA INVESTMENTS INC /NEW | 18 | 18 | 0.07% | 0.10% | 0.16% | Q2 2019 | Q3 2023 | 18 |
HUNTINGTON NATIONAL BANK | 18 | 18 | 0.06% | 0.17% | 0.28% | Q2 2019 | Q3 2023 | 18 |
BURKE & HERBERT BANK & TRUST CO | 18 | 18 | 0.25% | 0.35% | 0.69% | Q2 2019 | Q3 2023 | 18 |
CENTRAL TRUST Co | 18 | 18 | 0.04% | 0.06% | 0.15% | Q2 2019 | Q3 2023 | 18 |
CULLEN/FROST BANKERS, INC. | 18 | 18 | 0.17% | 0.27% | 0.34% | Q2 2019 | Q3 2023 | 18 |
FRANKLIN RESOURCES INC | 18 | 18 | 0.00% | 0.14% | 0.23% | Q2 2019 | Q3 2023 | 18 |
WEBSTER BANK, N. A. | 18 | 18 | 0.01% | 0.39% | 0.66% | Q2 2019 | Q3 2023 | 18 |
AUXIER ASSET MANAGEMENT | 18 | 18 | 0.49% | 0.65% | 0.87% | Q2 2019 | Q3 2023 | 18 |
STALEY CAPITAL ADVISERS INC | 18 | 18 | 1.78% | 2.48% | 2.94% | Q2 2019 | Q3 2023 | 18 |
1ST SOURCE BANK | 18 | 18 | 0.08% | 0.11% | 0.21% | Q2 2019 | Q3 2023 | 18 |
FIFTH THIRD BANCORP | 18 | 18 | 0.02% | 0.05% | 0.13% | Q2 2019 | Q3 2023 | 18 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 18 | 18 | 0.03% | 0.06% | 0.10% | Q2 2019 | Q3 2023 | 18 |
DIMENSIONAL FUND ADVISORS LP | 18 | 18 | 0.04% | 0.06% | 0.09% | Q2 2019 | Q3 2023 | 18 |
SEI INVESTMENTS CO | 18 | 18 | 0.03% | 0.05% | 0.11% | Q2 2019 | Q3 2023 | 18 |
FIL Ltd | 18 | 18 | 0.00% | 0.03% | 0.17% | Q2 2019 | Q3 2023 | 18 |
ALLIANCEBERNSTEIN L.P. | 18 | 18 | 0.02% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 18 |
GATEWAY INVESTMENT ADVISERS LLC | 18 | 18 | 0.00% | 0.11% | 0.35% | Q2 2019 | Q3 2023 | 18 |
MARIETTA INVESTMENT PARTNERS LLC | 18 | 18 | 0.11% | 0.14% | 0.19% | Q2 2019 | Q3 2023 | 18 |
FMR LLC | 18 | 18 | 0.06% | 0.11% | 0.15% | Q2 2019 | Q3 2023 | 18 |
PINNACLE FINANCIAL PARTNERS INC | 18 | 18 | 0.01% | 0.03% | 0.08% | Q2 2019 | Q3 2023 | 18 |
RHUMBLINE ADVISERS | 18 | 18 | 0.07% | 0.11% | 0.18% | Q2 2019 | Q3 2023 | 18 |
THRIVENT FINANCIAL FOR LUTHERANS | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 18 | 18 | 0.06% | 0.11% | 0.22% | Q2 2019 | Q3 2023 | 18 |
GLENMEDE TRUST CO NA | 18 | 18 | 0.12% | 0.16% | 0.20% | Q2 2019 | Q3 2023 | 18 |
LOGAN CAPITAL MANAGEMENT INC | 18 | 18 | 0.05% | 0.10% | 0.17% | Q2 2019 | Q3 2023 | 18 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 18 | 18 | 0.01% | 1.14% | 1.83% | Q2 2019 | Q3 2023 | 18 |
COMMONWEALTH EQUITY SERVICES, LLC | 18 | 18 | 0.02% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 18 |
Ancora Advisors LLC | 18 | 18 | 0.01% | 0.06% | 0.36% | Q2 2019 | Q3 2023 | 18 |
Sandy Spring Bank | 18 | 18 | 0.05% | 0.09% | 0.23% | Q2 2019 | Q3 2023 | 18 |
Sigma Planning Corp | 18 | 18 | 0.03% | 0.06% | 0.11% | Q2 2019 | Q3 2023 | 18 |
SIGNATUREFD, LLC | 18 | 18 | 0.01% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Parkside Financial Bank & Trust | 18 | 18 | 0.03% | 0.05% | 0.12% | Q2 2019 | Q3 2023 | 18 |
Cohen Klingenstein LLC | 18 | 18 | 0.04% | 0.05% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Verition Fund Management LLC | 8 | 1 | 0.00% | 0.11% | 1.06% | Q4 2019 | Q3 2023 | 18 |
TOMPKINS FINANCIAL CORP | 10 | 8 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2023 | 18 |
SEGALL BRYANT & HAMILL, LLC | 18 | 18 | 0.03% | 0.05% | 0.08% | Q2 2019 | Q3 2023 | 18 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 18 | 18 | 0.06% | 0.10% | 0.18% | Q2 2019 | Q3 2023 | 18 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 18 | 18 | 0.08% | 0.12% | 0.20% | Q2 2019 | Q3 2023 | 18 |
SUMITOMO LIFE INSURANCE CO | 18 | 18 | 0.03% | 0.08% | 0.15% | Q2 2019 | Q3 2023 | 18 |
THOMPSON SIEGEL & WALMSLEY LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
PRIO WEALTH LIMITED PARTNERSHIP | 18 | 18 | 0.01% | 0.05% | 0.11% | Q2 2019 | Q3 2023 | 18 |
FAYEZ SAROFIM & CO | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 18 | 18 | 0.11% | 0.95% | 1.41% | Q2 2019 | Q3 2023 | 18 |
COMMERCE BANK | 18 | 18 | 0.03% | 0.05% | 0.10% | Q2 2019 | Q3 2023 | 18 |
NISA INVESTMENT ADVISORS, LLC | 18 | 18 | 0.09% | 0.12% | 0.18% | Q2 2019 | Q3 2023 | 18 |
FRANKLIN STREET ADVISORS INC /NC | 18 | 18 | 0.03% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 18 |
HERITAGE INVESTORS MANAGEMENT CORP | 18 | 18 | 0.33% | 0.49% | 0.56% | Q2 2019 | Q3 2023 | 18 |
UNITED FIRE GROUP INC | 18 | 18 | 0.91% | 1.37% | 3.92% | Q2 2019 | Q3 2023 | 18 |
STATE STREET CORP | 18 | 18 | 0.06% | 0.12% | 0.23% | Q2 2019 | Q3 2023 | 18 |
UMB Bank, n.a. | 18 | 18 | 0.01% | 0.02% | 0.07% | Q2 2019 | Q3 2023 | 18 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
ELKHORN PARTNERS LIMITED PARTNERSHIP | 18 | 18 | 0.15% | 0.25% | 0.43% | Q2 2019 | Q3 2023 | 18 |
HM PAYSON & CO | 18 | 18 | 0.02% | 0.04% | 0.10% | Q2 2019 | Q3 2023 | 18 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 18 | 18 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 18 |
COURIER CAPITAL LLC | 18 | 18 | 0.04% | 0.08% | 0.20% | Q2 2019 | Q3 2023 | 18 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 18 | 18 | 0.04% | 0.08% | 0.22% | Q2 2019 | Q3 2023 | 18 |
CADINHA & CO LLC | 18 | 18 | 0.06% | 0.08% | 0.12% | Q2 2019 | Q3 2023 | 18 |
NATIXIS ADVISORS, L.P. | 18 | 18 | 0.06% | 0.10% | 0.15% | Q2 2019 | Q3 2023 | 18 |
PARSONS CAPITAL MANAGEMENT INC/RI | 18 | 18 | 0.03% | 0.04% | 0.15% | Q2 2019 | Q3 2023 | 18 |
HARTFORD INVESTMENT MANAGEMENT CO | 18 | 18 | 0.08% | 0.12% | 0.19% | Q2 2019 | Q3 2023 | 18 |
Smithfield Trust Co | 18 | 18 | 0.02% | 0.03% | 0.08% | Q2 2019 | Q3 2023 | 18 |
DUNCKER STREETT & CO INC | 18 | 18 | 0.00% | 0.02% | 0.15% | Q2 2019 | Q3 2023 | 18 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 18 | 18 | 0.05% | 0.06% | 0.11% | Q2 2019 | Q3 2023 | 18 |
ROTHSCHILD INVESTMENT LLC /IL | 18 | 18 | 0.04% | 0.06% | 0.18% | Q2 2019 | Q3 2023 | 18 |
MACKENZIE FINANCIAL CORP | 18 | 18 | 0.01% | 0.20% | 0.76% | Q2 2019 | Q3 2023 | 18 |
AMALGAMATED BANK | 18 | 18 | 0.06% | 0.10% | 0.19% | Q2 2019 | Q3 2023 | 18 |
CIBC Asset Management Inc | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 18 | 18 | 0.05% | 0.08% | 0.13% | Q2 2019 | Q3 2023 | 18 |
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | 18 | 18 | 0.87% | 1.16% | 1.40% | Q2 2019 | Q3 2023 | 18 |
ACADIAN ASSET MANAGEMENT LLC | 18 | 18 | 0.00% | 0.01% | 0.05% | Q2 2019 | Q3 2023 | 18 |
VANGUARD GROUP INC | 18 | 18 | 0.06% | 0.10% | 0.17% | Q2 2019 | Q3 2023 | 18 |
Invesco Ltd. | 18 | 18 | 0.09% | 0.14% | 0.21% | Q2 2019 | Q3 2023 | 18 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 18 | 18 | 0.16% | 0.38% | 0.60% | Q2 2019 | Q3 2023 | 18 |
OLD SECOND NATIONAL BANK OF AURORA | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
BLAIR WILLIAM & CO/IL | 18 | 18 | 0.01% | 0.03% | 0.07% | Q2 2019 | Q3 2023 | 18 |
BRYN MAWR TRUST Co | 18 | 18 | 0.23% | 0.45% | 0.56% | Q2 2019 | Q3 2023 | 18 |
AXA S.A. | 18 | 18 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 18 |
NBT BANK N A /NY | 18 | 18 | 0.18% | 0.29% | 0.40% | Q2 2019 | Q3 2023 | 18 |
ARMSTRONG SHAW ASSOCIATES INC/CT | 18 | 18 | 0.46% | 0.73% | 1.28% | Q2 2019 | Q3 2023 | 18 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 18 | 18 | 0.51% | 0.78% | 0.98% | Q2 2019 | Q3 2023 | 18 |
BANK OF NOVA SCOTIA | 18 | 18 | 0.01% | 0.06% | 0.18% | Q2 2019 | Q3 2023 | 18 |
SECURIAN ASSET MANAGEMENT, INC | 18 | 18 | 0.06% | 0.08% | 0.13% | Q2 2019 | Q3 2023 | 18 |
BAR HARBOR WEALTH MANAGEMENT | 18 | 18 | 0.06% | 0.29% | 0.87% | Q2 2019 | Q3 2023 | 18 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 18 | 18 | 0.04% | 0.10% | 0.27% | Q2 2019 | Q3 2023 | 18 |
MORGAN STANLEY | 18 | 18 | 0.03% | 0.05% | 0.09% | Q2 2019 | Q3 2023 | 18 |
FACTORY MUTUAL INSURANCE CO | 18 | 18 | 0.38% | 0.68% | 1.10% | Q2 2019 | Q3 2023 | 18 |
ABNER HERRMAN & BROCK LLC | 18 | 18 | 0.08% | 0.14% | 0.30% | Q2 2019 | Q3 2023 | 18 |
DAVENPORT & Co LLC | 18 | 18 | 0.01% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 18 |
VICTORY CAPITAL MANAGEMENT INC | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
First Horizon Advisors, Inc. | 18 | 18 | 0.01% | 0.03% | 0.08% | Q2 2019 | Q3 2023 | 18 |
ProShare Advisors LLC | 18 | 18 | 0.02% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 18 |
State of Tennessee, Treasury Department | 18 | 18 | 0.02% | 0.04% | 0.12% | Q2 2019 | Q3 2023 | 18 |
Focused Wealth Management, Inc | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Winch Advisory Services, LLC | 18 | 18 | 0.00% | 0.02% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Kentucky Retirement Systems Insurance Trust Fund | 18 | 18 | 0.08% | 0.13% | 0.24% | Q2 2019 | Q3 2023 | 18 |
Swiss National Bank | 18 | 18 | 0.08% | 0.11% | 0.20% | Q2 2019 | Q3 2023 | 18 |
Addison Capital Co | 18 | 18 | 0.19% | 0.37% | 0.92% | Q2 2019 | Q3 2023 | 18 |
Advisory Services Network, LLC | 18 | 18 | 0.03% | 0.04% | 0.09% | Q2 2019 | Q3 2023 | 18 |
BlackRock Inc. | 18 | 18 | 0.06% | 0.09% | 0.16% | Q2 2019 | Q3 2023 | 18 |
Fernwood Investment Management, LLC | 18 | 18 | 0.13% | 0.17% | 0.22% | Q2 2019 | Q3 2023 | 18 |
Mirae Asset Global Investments Co., Ltd. | 18 | 18 | 0.01% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
JNBA Financial Advisors | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Private Advisor Group, LLC | 18 | 18 | 0.02% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 18 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 18 | 18 | 0.03% | 0.05% | 0.09% | Q2 2019 | Q3 2023 | 18 |
State of Alaska, Department of Revenue | 18 | 18 | 0.05% | 0.08% | 0.17% | Q2 2019 | Q3 2023 | 18 |
Court Place Advisors, LLC | 18 | 18 | 0.09% | 0.14% | 0.22% | Q2 2019 | Q3 2023 | 18 |
Mariner, LLC | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Horizon Investments, LLC | 18 | 18 | 0.01% | 0.20% | 3.22% | Q2 2019 | Q3 2023 | 18 |
Ballentine Partners, LLC | 18 | 18 | 0.02% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Arizona State Retirement System | 18 | 18 | 0.07% | 0.10% | 0.15% | Q2 2019 | Q3 2023 | 18 |
Bollard Group LLC | 18 | 18 | 0.00% | 0.02% | 0.16% | Q2 2019 | Q3 2023 | 18 |
Allworth Financial LP | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Bartlett & Co. LLC | 16 | 2 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2023 | 18 |
Diligent Investors, LLC | 18 | 18 | 0.22% | 0.31% | 0.40% | Q2 2019 | Q3 2023 | 18 |
Utah Retirement Systems | 18 | 18 | 0.08% | 0.11% | 0.20% | Q2 2019 | Q3 2023 | 18 |
Livforsakringsbolaget Skandia, Omsesidigt | 18 | 18 | 0.00% | 0.03% | 0.08% | Q2 2019 | Q3 2023 | 18 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 18 | 18 | 0.01% | 0.02% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Boston Partners | 18 | 18 | 0.68% | 0.97% | 1.21% | Q2 2019 | Q3 2023 | 18 |
Marble Harbor Investment Counsel, LLC | 18 | 18 | 0.04% | 0.06% | 0.09% | Q2 2019 | Q3 2023 | 18 |
Aull & Monroe Investment Management Corp | 18 | 18 | 0.14% | 0.20% | 0.38% | Q2 2019 | Q3 2023 | 18 |
Mraz, Amerine & Associates, Inc. | 18 | 18 | 0.16% | 0.23% | 0.30% | Q2 2019 | Q3 2023 | 18 |
Gradient Investments LLC | 18 | 18 | 0.01% | 0.04% | 0.44% | Q2 2019 | Q3 2023 | 18 |
Prospera Financial Services Inc | 18 | 18 | 0.05% | 0.12% | 0.24% | Q2 2019 | Q3 2023 | 18 |
Triangle Securities Wealth Management | 18 | 18 | 0.27% | 0.46% | 0.55% | Q2 2019 | Q3 2023 | 18 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 18 | 18 | 0.07% | 0.13% | 0.22% | Q2 2019 | Q3 2023 | 18 |
Crossmark Global Holdings, Inc. | 18 | 18 | 0.08% | 0.23% | 0.32% | Q2 2019 | Q3 2023 | 18 |
AMG National Trust Bank | 18 | 18 | 0.02% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 18 |
Kentucky Retirement Systems | 18 | 18 | 0.08% | 0.13% | 0.23% | Q2 2019 | Q3 2023 | 18 |
FineMark National Bank & Trust | 18 | 18 | 0.04% | 0.19% | 0.44% | Q2 2019 | Q3 2023 | 18 |
Louisiana State Employees Retirement System | 18 | 18 | 0.04% | 0.07% | 0.14% | Q2 2019 | Q3 2023 | 18 |
American Assets Investment Management, LLC | 18 | 18 | 0.30% | 0.42% | 0.52% | Q2 2019 | Q3 2023 | 18 |
Candriam S.C.A. | 18 | 18 | 0.02% | 0.08% | 0.16% | Q2 2019 | Q3 2023 | 18 |
Atria Investments, Inc | 18 | 18 | 0.01% | 0.05% | 0.18% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 18 |
Allianz Asset Management GmbH | 18 | 18 | 0.00% | 0.04% | 0.16% | Q2 2019 | Q3 2023 | 18 |
Skandinaviska Enskilda Banken AB (publ) | 18 | 18 | 0.02% | 0.05% | 0.10% | Q2 2019 | Q3 2023 | 18 |
Bank of New York Mellon Corp | 18 | 18 | 0.06% | 0.08% | 0.14% | Q2 2019 | Q3 2023 | 18 |
BURNEY CO/ | 18 | 18 | 0.01% | 0.06% | 0.22% | Q2 2019 | Q3 2023 | 18 |
Manchester Capital Management LLC | 18 | 18 | 0.03% | 0.05% | 0.09% | Q2 2019 | Q3 2023 | 18 |
Cetera Advisor Networks LLC | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Hanson & Doremus Investment Management | 18 | 18 | 0.02% | 0.14% | 0.41% | Q2 2019 | Q3 2023 | 18 |
Cetera Advisors LLC | 18 | 18 | 0.02% | 0.03% | 0.08% | Q2 2019 | Q3 2023 | 18 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 18 | 18 | 0.02% | 0.07% | 0.25% | Q2 2019 | Q3 2023 | 18 |
Institute for Wealth Management, LLC. | 18 | 18 | 0.09% | 0.16% | 0.29% | Q2 2019 | Q3 2023 | 18 |
MetLife Investment Management, LLC | 18 | 18 | 0.06% | 0.09% | 0.17% | Q2 2019 | Q3 2023 | 18 |
BNP Paribas Asset Management Holding S.A. | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Perkins Coie Trust Co | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
LPL Financial LLC | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Brookmont Capital Management | 18 | 18 | 0.46% | 1.76% | 2.43% | Q2 2019 | Q3 2023 | 18 |
CAPTRUST FINANCIAL ADVISORS | 18 | 18 | 0.04% | 0.07% | 0.10% | Q2 2019 | Q3 2023 | 18 |
Carnegie Capital Asset Management, LLC | 18 | 18 | 0.02% | 0.09% | 0.46% | Q2 2019 | Q3 2023 | 18 |
ENVESTNET ASSET MANAGEMENT INC | 18 | 18 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 18 |
AdvisorNet Financial, Inc | 18 | 18 | 0.03% | 0.05% | 0.12% | Q2 2019 | Q3 2023 | 18 |
Timber Creek Capital Management LLC | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
KBC Group NV | 18 | 18 | 0.01% | 0.09% | 0.31% | Q2 2019 | Q3 2023 | 18 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 18 | 18 | 0.04% | 0.07% | 0.13% | Q2 2019 | Q3 2023 | 18 |
Gotham Asset Management, LLC | 18 | 18 | 0.06% | 0.37% | 0.81% | Q2 2019 | Q3 2023 | 18 |
Drexel Morgan & Co. | 18 | 18 | 0.18% | 0.35% | 0.82% | Q2 2019 | Q3 2023 | 18 |
KELLEHER FINANCIAL ADVISORS | 18 | 18 | 0.46% | 1.01% | 1.86% | Q2 2019 | Q3 2023 | 18 |
St. James Investment Company, LLC | 18 | 18 | 1.62% | 4.78% | 6.60% | Q2 2019 | Q3 2023 | 18 |
MACQUARIE GROUP LTD | 18 | 18 | 0.40% | 0.77% | 1.27% | Q2 2019 | Q3 2023 | 18 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 18 | 18 | 0.08% | 0.12% | 0.19% | Q2 2019 | Q3 2023 | 18 |
Norinchukin Bank, The | 18 | 18 | 0.03% | 0.06% | 0.15% | Q2 2019 | Q3 2023 | 18 |
Robeco Institutional Asset Management B.V. | 18 | 18 | 0.02% | 0.06% | 0.14% | Q2 2019 | Q3 2023 | 18 |
CIBC WORLD MARKET INC. | 18 | 18 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 18 |
PUTNAM INVESTMENTS LLC | 18 | 18 | 0.03% | 0.20% | 0.59% | Q2 2019 | Q3 2023 | 18 |
Simplicity Solutions, LLC | 18 | 18 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 18 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 18 | 18 | 0.00% | 0.05% | 0.39% | Q2 2019 | Q3 2023 | 18 |
Plante Moran Financial Advisors, LLC | 18 | 18 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 18 |
NJ State Employees Deferred Compensation Plan | 18 | 18 | 0.18% | 0.23% | 0.32% | Q2 2019 | Q3 2023 | 18 |
State of New Jersey Common Pension Fund D | 18 | 18 | 0.06% | 0.09% | 0.19% | Q2 2019 | Q3 2023 | 18 |
WealthTrust Axiom LLC | 18 | 18 | 0.16% | 0.22% | 0.31% | Q2 2019 | Q3 2023 | 18 |
Supplemental Annuity Collective Trust of NJ | 18 | 18 | 0.13% | 0.16% | 0.23% | Q2 2019 | Q3 2023 | 18 |
Savant Capital, LLC | 18 | 18 | 0.01% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Evercore Wealth Management, LLC | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Busey Bank | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Daiwa Securities Group Inc. | 18 | 18 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Asset Dedication, LLC | 18 | 18 | 0.08% | 0.16% | 0.23% | Q2 2019 | Q3 2023 | 18 |
Sumitomo Mitsui Trust Holdings, Inc. | 18 | 18 | 0.06% | 0.09% | 0.20% | Q2 2019 | Q3 2023 | 18 |
Freestone Capital Holdings, LLC | 18 | 18 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
APG Asset Management N.V. | 18 | 18 | 0.09% | 0.12% | 0.16% | Q2 2019 | Q3 2023 | 18 |
Cardinal Capital Management | 18 | 18 | 0.27% | 0.38% | 0.51% | Q2 2019 | Q3 2023 | 18 |
Mitsubishi UFJ Asset Management Co., Ltd. | 18 | 18 | 0.05% | 0.09% | 0.16% | Q2 2019 | Q3 2023 | 18 |
BROWN BROTHERS HARRIMAN & CO | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Neuberger Berman Group LLC | 18 | 18 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 18 |
B. Riley Wealth Advisors, Inc. | 18 | 18 | 0.03% | 0.06% | 0.09% | Q2 2019 | Q3 2023 | 18 |
Ipswich Investment Management Co., Inc. | 18 | 18 | 0.16% | 0.21% | 0.28% | Q2 2019 | Q3 2023 | 18 |
Alberta Investment Management Corp | 18 | 18 | 0.04% | 0.30% | 0.57% | Q2 2019 | Q3 2023 | 18 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 18 | 18 | 0.02% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Raymond James Financial Services Advisors, Inc. | 18 | 18 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Korea Investment CORP | 18 | 18 | 0.05% | 0.09% | 0.18% | Q2 2019 | Q3 2023 | 18 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.12% | 0.23% | 0.62% | Q2 2019 | Q3 2023 | 18 |
HighTower Advisors, LLC | 18 | 18 | 0.01% | 0.03% | 0.08% | Q2 2019 | Q3 2023 | 18 |
INTACT INVESTMENT MANAGEMENT INC. | 18 | 18 | 0.01% | 0.08% | 0.19% | Q2 2019 | Q3 2023 | 18 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 18 | 18 | 0.01% | 0.03% | 0.14% | Q2 2019 | Q3 2023 | 18 |
Mitsubishi UFJ Trust & Banking Corp | 18 | 18 | 0.04% | 0.07% | 0.15% | Q2 2019 | Q3 2023 | 18 |
Chevy Chase Trust Holdings, LLC | 18 | 18 | 0.07% | 0.11% | 0.20% | Q2 2019 | Q3 2023 | 18 |
KING LUTHER CAPITAL MANAGEMENT CORP | 18 | 18 | 0.05% | 0.42% | 0.77% | Q2 2019 | Q3 2023 | 18 |
PROFFITT & GOODSON INC | 18 | 18 | 0.01% | 0.02% | 0.09% | Q2 2019 | Q3 2023 | 18 |
LOWE BROCKENBROUGH & CO INC | 18 | 18 | 0.12% | 0.20% | 0.35% | Q2 2019 | Q3 2023 | 18 |
FIRST TRUST ADVISORS LP | 18 | 18 | 0.00% | 0.05% | 0.11% | Q2 2019 | Q3 2023 | 18 |
PRINCIPAL FINANCIAL GROUP INC | 18 | 18 | 0.02% | 0.05% | 0.16% | Q2 2019 | Q3 2023 | 18 |
ADAMS NATURAL RESOURCES FUND, INC. | 18 | 18 | 0.39% | 1.21% | 2.36% | Q2 2019 | Q3 2023 | 18 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
SMITH, MOORE & CO. | 18 | 18 | 0.06% | 0.09% | 0.19% | Q2 2019 | Q3 2023 | 18 |
DODGE & COX | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
PROFUND ADVISORS LLC | 18 | 18 | 0.04% | 0.06% | 0.13% | Q2 2019 | Q3 2023 | 18 |
JPMORGAN CHASE & CO | 18 | 18 | 0.01% | 0.05% | 0.17% | Q2 2019 | Q3 2023 | 18 |
SYNOVUS FINANCIAL CORP | 18 | 18 | 0.02% | 0.03% | 0.07% | Q2 2019 | Q3 2023 | 18 |
Archer Investment Corp | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
TSFG, LLC | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
MONETARY MANAGEMENT GROUP INC | 18 | 18 | 0.01% | 0.02% | 0.09% | Q2 2019 | Q3 2023 | 18 |
Kingsview Wealth Management, LLC | 11 | 6 | 0.00% | 0.04% | 0.05% | Q2 2019 | Q3 2023 | 18 |
Wesleyan Assurance Society | 18 | 18 | 0.37% | 0.78% | 1.28% | Q2 2019 | Q3 2023 | 18 |
TRUST CO OF VERMONT | 18 | 18 | 0.02% | 0.08% | 0.13% | Q2 2019 | Q3 2023 | 18 |
OSSIAM | 18 | 18 | 0.00% | 0.13% | 0.97% | Q2 2019 | Q3 2023 | 18 |
Edge Capital Group, LLC | 18 | 18 | 0.03% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 18 |
HYMAN CHARLES D | 18 | 18 | 0.04% | 0.07% | 0.12% | Q2 2019 | Q3 2023 | 18 |
Lindbrook Capital, LLC | 18 | 18 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 18 |
PRUDENTIAL FINANCIAL INC | 18 | 18 | 0.05% | 0.14% | 0.30% | Q2 2019 | Q3 2023 | 18 |
BROOKS, MOORE & ASSOCIATES, INC. | 18 | 18 | 0.54% | 1.46% | 1.89% | Q2 2019 | Q3 2023 | 18 |
EASTERLY INVESTMENT PARTNERS LLC | 18 | 18 | 0.13% | 2.89% | 5.87% | Q2 2019 | Q3 2023 | 18 |
AVIVA PLC | 18 | 18 | 0.01% | 0.06% | 0.21% | Q2 2019 | Q3 2023 | 18 |
Geneos Wealth Management Inc. | 18 | 18 | 0.01% | 0.02% | 0.07% | Q2 2019 | Q3 2023 | 18 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 18 | 18 | 0.33% | 0.49% | 1.00% | Q2 2019 | Q3 2023 | 18 |
Wealthfront Advisers LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Treasurer of the State of North Carolina | 18 | 18 | 0.07% | 0.12% | 0.22% | Q2 2019 | Q3 2023 | 18 |
Cresset Asset Management, LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
WEDBUSH SECURITIES INC | 18 | 18 | 0.02% | 0.03% | 0.07% | Q2 2019 | Q3 2023 | 18 |
Laurel Wealth Advisors LLC | 18 | 18 | 0.03% | 0.06% | 0.10% | Q2 2019 | Q3 2023 | 18 |
Providence Wealth Advisors, LLC | 18 | 18 | 0.30% | 0.56% | 0.85% | Q2 2019 | Q3 2023 | 18 |
Principle Wealth Partners LLC | 17 | 1 | 0.03% | 0.10% | 0.33% | Q1 2019 | Q3 2023 | 18 |
GABLES CAPITAL MANAGEMENT INC. | 18 | 18 | 0.02% | 0.11% | 0.27% | Q2 2019 | Q3 2023 | 18 |
SPINNAKER TRUST | 18 | 18 | 0.04% | 0.06% | 0.10% | Q2 2019 | Q3 2023 | 18 |
Gifford Fong Associates | 18 | 18 | 0.06% | 0.11% | 0.25% | Q2 2019 | Q3 2023 | 18 |
Pflug Koory, LLC | 18 | 18 | 0.01% | 0.04% | 0.13% | Q2 2019 | Q3 2023 | 18 |
Rockefeller Capital Management L.P. | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
GREENLEAF TRUST | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
CI INVESTMENTS INC. | 18 | 18 | 0.01% | 0.42% | 1.04% | Q2 2019 | Q3 2023 | 18 |
KANAWHA CAPITAL MANAGEMENT LLC | 18 | 18 | 0.04% | 0.11% | 0.24% | Q2 2019 | Q3 2023 | 18 |
Silvant Capital Management LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Chesley Taft & Associates LLC | 18 | 18 | 0.02% | 0.04% | 0.04% | Q2 2019 | Q3 2023 | 18 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 18 | 18 | 0.06% | 0.14% | 0.37% | Q2 2019 | Q3 2023 | 18 |
CNB Bank | 18 | 18 | 0.02% | 0.04% | 0.09% | Q2 2019 | Q3 2023 | 18 |
Steigerwald, Gordon & Koch Inc. | 18 | 18 | 0.68% | 1.10% | 1.56% | Q2 2019 | Q3 2023 | 18 |
Larson Financial Group LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Sound Income Strategies, LLC | 18 | 18 | 0.00% | 0.02% | 0.17% | Q2 2019 | Q3 2023 | 18 |
Investors Research Corp | 18 | 18 | 0.04% | 0.06% | 0.10% | Q2 2019 | Q3 2023 | 18 |
AQR Capital Management | 18 | 18 | 0.00% | 0.03% | 0.07% | Q2 2019 | Q3 2023 | 18 |
Murphy, Middleton, Hinkle & Parker, Inc. | 18 | 18 | 0.21% | 0.30% | 0.54% | Q2 2019 | Q3 2023 | 18 |
CENTRAL BANK & TRUST CO | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Buckley Wealth Management, LLC | 18 | 18 | 0.40% | 0.78% | 1.23% | Q2 2019 | Q3 2023 | 18 |
HOLDERNESS INVESTMENTS CO | 18 | 18 | 0.24% | 0.32% | 0.57% | Q2 2019 | Q3 2023 | 18 |
CREDIT AGRICOLE S A | 18 | 18 | 0.00% | 0.02% | 0.07% | Q2 2019 | Q3 2023 | 18 |
Global Trust Asset Management, LLC | 18 | 18 | 0.33% | 0.51% | 0.79% | Q2 2019 | Q3 2023 | 18 |
LAZARD ASSET MANAGEMENT LLC | 18 | 18 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 18 |
SHELL ASSET MANAGEMENT CO | 18 | 18 | 0.03% | 0.06% | 0.15% | Q2 2019 | Q3 2023 | 18 |
FINANCIAL COUNSELORS INC | 18 | 18 | 0.02% | 0.11% | 0.34% | Q2 2019 | Q3 2023 | 18 |
GEODE CAPITAL MANAGEMENT, LLC | 18 | 18 | 0.08% | 0.11% | 0.19% | Q2 2019 | Q3 2023 | 18 |
Front Row Advisors LLC | 18 | 18 | 0.04% | 0.07% | 0.12% | Q2 2019 | Q3 2023 | 18 |
SeaCrest Wealth Management, LLC | 18 | 18 | 0.07% | 0.11% | 0.25% | Q2 2019 | Q3 2023 | 18 |
Steward Partners Investment Advisory, LLC | 18 | 18 | 0.01% | 0.03% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Valeo Financial Advisors, LLC | 18 | 18 | 0.02% | 0.02% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Cito Capital Group, LLC | 18 | 18 | 0.15% | 0.24% | 0.49% | Q2 2019 | Q3 2023 | 18 |
Belpointe Asset Management LLC | 18 | 18 | 0.02% | 0.09% | 0.22% | Q2 2019 | Q3 2023 | 18 |
Verdence Capital Advisors LLC | 18 | 18 | 0.08% | 0.11% | 0.15% | Q2 2019 | Q3 2023 | 18 |
TEXAS PERMANENT SCHOOL FUND CORP | 18 | 18 | 0.06% | 0.09% | 0.17% | Q2 2019 | Q3 2023 | 18 |
abrdn plc | 18 | 18 | 0.03% | 0.05% | 0.09% | Q2 2019 | Q3 2023 | 18 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 18 | 18 | 0.03% | 0.05% | 0.10% | Q2 2019 | Q3 2023 | 18 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 18 | 18 | 0.01% | 0.17% | 0.50% | Q2 2019 | Q3 2023 | 18 |
Bogart Wealth, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Beaton Management Co. Inc. | 18 | 18 | 0.34% | 0.53% | 0.62% | Q2 2019 | Q3 2023 | 18 |
Clearstead Trust, LLC | 18 | 18 | 0.00% | 0.18% | 0.37% | Q2 2019 | Q3 2023 | 18 |
WHITTIER TRUST CO OF NEVADA INC | 18 | 18 | 0.03% | 0.06% | 0.14% | Q2 2019 | Q3 2023 | 18 |
IFM Investors Pty Ltd | 18 | 18 | 0.09% | 0.13% | 0.23% | Q2 2019 | Q3 2023 | 18 |
ARK Investment Management | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
JANUS HENDERSON GROUP PLC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
NATIXIS | 15 | 2 | 0.00% | 0.18% | 1.00% | Q2 2019 | Q3 2023 | 18 |
Dai-ichi Life Insurance Company, Ltd | 18 | 18 | 0.01% | 0.03% | 0.08% | Q2 2019 | Q3 2023 | 18 |
AE Wealth Management LLC | 18 | 18 | 0.01% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 18 |
CHICKASAW CAPITAL MANAGEMENT LLC | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Abbrea Capital, LLC | 18 | 18 | 0.06% | 0.09% | 0.20% | Q2 2019 | Q3 2023 | 18 |
WILKINS INVESTMENT COUNSEL INC | 18 | 18 | 1.52% | 2.22% | 2.62% | Q2 2019 | Q3 2023 | 18 |
Independent Advisor Alliance | 18 | 18 | 0.04% | 0.10% | 0.38% | Q2 2019 | Q3 2023 | 18 |
FIRST NATIONAL TRUST CO | 18 | 18 | 0.03% | 0.09% | 0.34% | Q2 2019 | Q3 2023 | 18 |
Radnor Capital Management, LLC | 18 | 18 | 0.44% | 0.84% | 1.45% | Q2 2019 | Q3 2023 | 18 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Mutual Advisors, LLC | 18 | 18 | 0.02% | 0.03% | 0.08% | Q2 2019 | Q3 2023 | 18 |
WOLVERINE ASSET MANAGEMENT LLC | 12 | 2 | 0.01% | 0.07% | 0.50% | Q2 2019 | Q3 2023 | 18 |
Russell Investments Group, Ltd. | 18 | 18 | 0.12% | 0.21% | 0.30% | Q2 2019 | Q3 2023 | 18 |
Glenview Trust Co | 18 | 18 | 0.02% | 0.03% | 0.07% | Q2 2019 | Q3 2023 | 18 |
GUGGENHEIM CAPITAL LLC | 18 | 18 | 0.03% | 0.06% | 0.10% | Q2 2019 | Q3 2023 | 18 |
CANADA PENSION PLAN INVESTMENT BOARD | 18 | 18 | 0.08% | 0.14% | 0.26% | Q2 2019 | Q3 2023 | 18 |
CUTLER INVESTMENT COUNSEL LLC | 18 | 18 | 0.34% | 1.07% | 1.45% | Q2 2019 | Q3 2023 | 18 |
FLAGSHIP HARBOR ADVISORS, LLC | 18 | 18 | 0.02% | 0.05% | 0.18% | Q2 2019 | Q3 2023 | 18 |
OneDigital Investment Advisors LLC | 18 | 18 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 18 |
Parallel Advisors, LLC | 18 | 18 | 0.05% | 0.08% | 0.17% | Q2 2019 | Q3 2023 | 18 |
Jacobi Capital Management LLC | 18 | 18 | 0.13% | 0.16% | 0.20% | Q2 2019 | Q3 2023 | 18 |
Legacy Bridge, LLC | 18 | 18 | 0.02% | 0.06% | 0.13% | Q2 2019 | Q3 2023 | 18 |
Nicholas Hoffman & Company, LLC. | 18 | 18 | 0.01% | 0.07% | 0.24% | Q2 2019 | Q3 2023 | 18 |
CIBC Private Wealth Group, LLC | 18 | 18 | 0.00% | 0.04% | 0.24% | Q2 2019 | Q3 2023 | 18 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Zions Bancorporation, N.A. | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Cetera Investment Advisers | 18 | 18 | 0.02% | 0.07% | 0.27% | Q2 2019 | Q3 2023 | 18 |
Canal Capital Management, LLC | 18 | 18 | 0.12% | 0.18% | 0.35% | Q2 2019 | Q3 2023 | 18 |
Capital Asset Advisory Services LLC | 18 | 18 | 0.08% | 0.15% | 0.24% | Q2 2019 | Q3 2023 | 18 |
HOME FEDERAL BANK OF TENNESSEE | 18 | 18 | 0.22% | 0.29% | 0.38% | Q2 2019 | Q3 2023 | 18 |
Schonfeld Strategic Advisors LLC | 12 | 1 | 0.01% | 0.21% | 0.88% | Q2 2019 | Q3 2023 | 18 |
MOTCO | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
First PREMIER Bank | 18 | 18 | 0.06% | 0.09% | 0.14% | Q2 2019 | Q3 2023 | 18 |
QUADRANT CAPITAL GROUP LLC | 18 | 18 | 0.02% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 18 |
GRANDFIELD & DODD, LLC | 18 | 18 | 0.02% | 0.05% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Douglass Winthrop Advisors, LLC | 18 | 18 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 18 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 18 | 18 | 0.00% | 0.13% | 0.33% | Q2 2019 | Q3 2023 | 18 |
Linscomb & Williams, Inc. | 18 | 18 | 0.07% | 0.10% | 0.24% | Q2 2019 | Q3 2023 | 18 |
SG Americas Securities, LLC | 18 | 18 | 0.00% | 0.04% | 0.22% | Q2 2019 | Q3 2023 | 18 |
Baird Financial Group, Inc. | 18 | 18 | 0.02% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Fiduciary Group LLC | 18 | 18 | 0.06% | 0.09% | 0.27% | Q2 2019 | Q3 2023 | 18 |
Glassman Wealth Services | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
TORONTO DOMINION BANK | 18 | 18 | 0.02% | 0.05% | 0.10% | Q2 2019 | Q3 2023 | 18 |
Essex Financial Services, Inc. | 18 | 18 | 0.03% | 0.09% | 0.36% | Q2 2019 | Q3 2023 | 18 |
Calamos Advisors LLC | 18 | 18 | 0.04% | 0.07% | 0.16% | Q2 2019 | Q3 2023 | 18 |
ROPES WEALTH ADVISORS LLC | 18 | 18 | 0.06% | 0.15% | 0.31% | Q2 2019 | Q3 2023 | 18 |
Lavaca Capital LLC | 18 | 18 | 0.16% | 0.61% | 1.98% | Q2 2019 | Q3 2023 | 18 |
Westhampton Capital, LLC | 18 | 18 | 0.29% | 0.38% | 0.53% | Q2 2019 | Q3 2023 | 18 |
AllSquare Wealth Management LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
NewEdge Advisors, LLC | 18 | 18 | 0.01% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 18 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 18 | 18 | 0.60% | 1.16% | 1.51% | Q2 2019 | Q3 2023 | 18 |
Argyle Capital Management Inc. | 18 | 18 | 0.60% | 0.85% | 1.00% | Q2 2019 | Q3 2023 | 18 |
Community Bank, N.A. | 18 | 18 | 0.25% | 0.39% | 0.49% | Q2 2019 | Q3 2023 | 18 |
Godshalk Welsh Capital Management, Inc. | 18 | 18 | 0.29% | 0.36% | 0.48% | Q2 2019 | Q3 2023 | 18 |
Bray Capital Advisors | 18 | 18 | 0.02% | 0.04% | 0.05% | Q2 2019 | Q3 2023 | 18 |
HOMESTEAD ADVISERS CORP | 18 | 18 | 1.23% | 1.68% | 1.90% | Q2 2019 | Q3 2023 | 18 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 18 | 18 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 18 |
Coastline Trust Co | 18 | 18 | 0.16% | 0.24% | 0.32% | Q2 2019 | Q3 2023 | 18 |
SVB WEALTH LLC | 18 | 18 | 0.02% | 0.03% | 0.07% | Q2 2019 | Q3 2023 | 18 |
Argent Trust Co | 18 | 18 | 0.13% | 0.19% | 0.23% | Q2 2019 | Q3 2023 | 18 |
Capital Analysts, LLC | 18 | 18 | 0.01% | 0.04% | 0.05% | Q2 2019 | Q3 2023 | 18 |
PLIMOTH TRUST CO LLC | 18 | 18 | 0.30% | 0.49% | 0.70% | Q2 2019 | Q3 2023 | 18 |
FinTrust Capital Advisors, LLC | 18 | 18 | 0.04% | 0.06% | 0.11% | Q2 2019 | Q3 2023 | 18 |
Bragg Financial Advisors, Inc | 18 | 18 | 0.12% | 0.29% | 0.47% | Q2 2019 | Q3 2023 | 18 |
Pacer Advisors, Inc. | 18 | 18 | 0.00% | 0.04% | 0.13% | Q2 2019 | Q3 2023 | 18 |
Tradewinds Capital Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Compagnie Lombard Odier SCmA | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Stratos Wealth Partners, LTD. | 18 | 18 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 18 |
BANK OF NOVA SCOTIA TRUST CO | 18 | 18 | 0.30% | 0.41% | 0.53% | Q2 2019 | Q3 2023 | 18 |
National Pension Service | 18 | 18 | 0.06% | 0.13% | 0.20% | Q2 2019 | Q3 2023 | 18 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 18 | 18 | 0.15% | 0.22% | 0.32% | Q2 2019 | Q3 2023 | 18 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 18 | 18 | 0.01% | 0.03% | 0.18% | Q2 2019 | Q3 2023 | 18 |
North Star Investment Management Corp. | 18 | 18 | 0.01% | 0.02% | 0.07% | Q2 2019 | Q3 2023 | 18 |
ASSETMARK, INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Estabrook Capital Management | 18 | 18 | 0.31% | 0.64% | 1.55% | Q2 2019 | Q3 2023 | 18 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 18 | 18 | 0.08% | 0.16% | 0.38% | Q2 2019 | Q3 2023 | 18 |
BROWN ADVISORY INC | 18 | 18 | 0.04% | 0.07% | 0.26% | Q2 2019 | Q3 2023 | 18 |
1832 Asset Management L.P. | 18 | 18 | 0.02% | 0.13% | 0.58% | Q2 2019 | Q3 2023 | 18 |
ClearBridge Investments | 18 | 18 | 0.00% | 0.03% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Private Ocean, LLC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
CHICAGO TRUST Co NA | 18 | 18 | 0.10% | 0.33% | 0.60% | Q2 2019 | Q3 2023 | 18 |
CKW FINANCIAL GROUP | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Avior Wealth Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Hartford Financial Management Inc. | 18 | 18 | 0.39% | 0.50% | 0.72% | Q2 2019 | Q3 2023 | 18 |
Tortoise Investment Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Checchi Capital Advisers, LLC | 18 | 18 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Capital Advisors, Ltd. LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Pettee Investors, Inc. | 18 | 18 | 0.48% | 0.69% | 0.97% | Q2 2019 | Q3 2023 | 18 |
Riverview Trust Co | 18 | 18 | 0.16% | 0.23% | 0.30% | Q2 2019 | Q3 2023 | 18 |
LEVIN CAPITAL STRATEGIES, L.P. | 18 | 18 | 0.30% | 1.46% | 4.04% | Q2 2019 | Q3 2023 | 18 |
Retirement Systems of Alabama | 18 | 18 | 0.06% | 0.16% | 0.20% | Q2 2019 | Q3 2023 | 18 |
Heritage Wealth Advisors | 18 | 18 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 18 |
PITCAIRN CO | 14 | 3 | 0.03% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 17 |
TIAA, FSB | 17 | 17 | 0.01% | 0.01% | 0.04% | Q2 2019 | Q2 2023 | 17 |
Rehmann Capital Advisory Group | 15 | 2 | 0.38% | 0.49% | 0.64% | Q2 2019 | Q3 2023 | 17 |
KWMG, LLC | 17 | 17 | 0.24% | 0.44% | 0.62% | Q3 2019 | Q3 2023 | 17 |
Founders Capital Management | 13 | 4 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2023 | 17 |
McIlrath & Eck, LLC | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Sunbelt Securities, Inc. | 14 | 3 | 0.10% | 0.13% | 0.28% | Q2 2019 | Q3 2023 | 17 |
Pacific Center for Financial Services | 14 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 17 |
Baystate Wealth Management LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
BANK OF HAWAII | 14 | 3 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 17 |
WASHINGTON TRUST Co | 17 | 17 | 0.01% | 0.05% | 0.33% | Q3 2019 | Q3 2023 | 17 |
Assenagon Asset Management S.A. | 14 | 3 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 17 |
PHILADELPHIA TRUST CO | 16 | 1 | 0.02% | 0.35% | 1.71% | Q2 2019 | Q3 2023 | 17 |
PAYDEN & RYGEL | 17 | 17 | 0.01% | 0.81% | 2.46% | Q2 2019 | Q2 2023 | 17 |
DekaBank Deutsche Girozentrale | 16 | 1 | 0.01% | 0.05% | 0.50% | Q2 2019 | Q3 2023 | 17 |
Oakworth Capital, Inc. | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
BRADLEY FOSTER & SARGENT INC/CT | 13 | 4 | 0.01% | 0.03% | 0.09% | Q2 2019 | Q3 2023 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.01% | 0.88% | 1.96% | Q4 2019 | Q4 2023 | 17 |
Aviance Capital Partners, LLC | 14 | 3 | 0.07% | 0.14% | 0.18% | Q2 2019 | Q3 2023 | 17 |
TCTC Holdings, LLC | 14 | 3 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 17 |
Bull Street Advisors, LLC | 17 | 17 | 0.20% | 0.33% | 0.53% | Q3 2019 | Q3 2023 | 17 |
Stonehage Fleming Financial Services Holdings Ltd | 16 | 1 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 17 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 17 |
Prestige Wealth Management Group LLC | 17 | 17 | 0.00% | 0.03% | 0.10% | Q3 2019 | Q3 2023 | 17 |
BRIGHTON JONES LLC | 14 | 3 | 0.02% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 17 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 15 | 2 | 0.08% | 0.10% | 0.12% | Q2 2019 | Q3 2023 | 17 |
Princeton Global Asset Management LLC | 14 | 3 | 0.00% | 0.10% | 0.65% | Q2 2019 | Q3 2023 | 17 |
Good Life Advisors, LLC | 14 | 3 | 0.04% | 0.07% | 0.10% | Q2 2019 | Q3 2023 | 17 |
TOWER BRIDGE ADVISORS | 16 | 1 | 0.02% | 0.09% | 0.37% | Q2 2019 | Q3 2023 | 17 |
Jackson Hole Capital Partners, LLC | 14 | 3 | 0.10% | 0.16% | 0.28% | Q2 2019 | Q3 2023 | 17 |
Wellington Shields & Co., LLC | 16 | 1 | 0.12% | 0.30% | 0.49% | Q2 2019 | Q3 2023 | 17 |
Kistler-Tiffany Companies, LLC | 17 | 17 | 0.09% | 0.17% | 0.30% | Q2 2019 | Q2 2023 | 17 |
WHITTIER TRUST CO | 11 | 6 | 0.01% | 0.03% | 0.13% | Q2 2019 | Q3 2023 | 17 |
FIRST HAWAIIAN BANK | 17 | 17 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 17 |
Cullen Capital Management, LLC | 14 | 3 | 0.01% | 0.20% | 1.24% | Q2 2019 | Q3 2023 | 17 |
Allred Capital Management, LLC | 14 | 3 | 0.13% | 0.17% | 0.30% | Q2 2019 | Q3 2023 | 17 |
Wellington Shields Capital Management, LLC | 14 | 3 | 0.01% | 0.06% | 0.14% | Q2 2019 | Q3 2023 | 17 |
PineBridge Investments, L.P. | 17 | 17 | 0.00% | 0.03% | 0.11% | Q3 2019 | Q3 2023 | 17 |
REGIONS FINANCIAL CORP | 17 | 17 | 0.02% | 0.07% | 0.40% | Q3 2019 | Q3 2023 | 17 |
Janney Montgomery Scott LLC | 17 | 17 | 0.03% | 0.06% | 0.19% | Q2 2019 | Q2 2023 | 17 |
J.P. Morgan Private Wealth Advisors LLC | 16 | 1 | 0.02% | 0.05% | 0.08% | Q2 2019 | Q3 2023 | 17 |
NTV ASSET MANAGEMENT LLC | 17 | 17 | 0.06% | 0.09% | 0.14% | Q3 2019 | Q3 2023 | 17 |
FORBES J M & CO LLP | 14 | 3 | 0.04% | 0.05% | 0.08% | Q2 2019 | Q3 2023 | 17 |
Texas Yale Capital Corp. | 13 | 4 | 0.01% | 0.04% | 0.17% | Q2 2019 | Q3 2023 | 17 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 17 | 17 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 17 |
WELCH & FORBES LLC | 17 | 17 | 0.02% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
FIDUCIARY TRUST CO | 17 | 17 | 0.01% | 0.03% | 0.07% | Q3 2019 | Q3 2023 | 17 |
Truvestments Capital LLC | 11 | 6 | 0.01% | 0.10% | 0.43% | Q2 2019 | Q3 2023 | 17 |
Global Retirement Partners, LLC | 10 | 7 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 17 |
JOHNSON INVESTMENT COUNSEL INC | 17 | 17 | 0.01% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
BAHL & GAYNOR INC | 13 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 17 |
Mengis Capital Management, Inc. | 17 | 17 | 0.34% | 0.44% | 0.58% | Q3 2019 | Q3 2023 | 17 |
CONNORS INVESTOR SERVICES INC | 17 | 17 | 0.06% | 0.84% | 1.44% | Q3 2019 | Q3 2023 | 17 |
Simmons Bank | 14 | 3 | 0.03% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 17 |
KEMPNER CAPITAL MANAGEMENT INC. | 17 | 17 | 0.42% | 1.04% | 2.52% | Q2 2019 | Q2 2023 | 17 |
Financial Management Professionals, Inc. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
YHB Investment Advisors, Inc. | 14 | 3 | 0.02% | 0.03% | 0.07% | Q2 2019 | Q3 2023 | 17 |
EVERENCE CAPITAL MANAGEMENT INC | 17 | 17 | 0.04% | 0.08% | 0.20% | Q3 2019 | Q3 2023 | 17 |
TRUSTCO BANK CORP N Y | 17 | 17 | 0.29% | 0.39% | 0.58% | Q3 2019 | Q3 2023 | 17 |
One Capital Management, LLC | 17 | 17 | 0.19% | 0.37% | 0.57% | Q3 2019 | Q3 2023 | 17 |
Northwest Bancshares, Inc. | 14 | 3 | 0.05% | 0.10% | 0.25% | Q2 2019 | Q3 2023 | 17 |
Veritable, L.P. | 17 | 17 | 0.06% | 0.08% | 0.11% | Q2 2019 | Q2 2023 | 17 |
SAWGRASS ASSET MANAGEMENT LLC | 10 | 7 | 0.04% | 0.05% | 0.07% | Q2 2019 | Q3 2023 | 17 |
Vigilant Capital Management, LLC | 17 | 17 | 0.01% | 0.01% | 0.03% | Q2 2019 | Q2 2023 | 17 |
Centerpoint Advisors, LLC | 14 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 17 |
Rossmore Private Capital | 14 | 3 | 0.07% | 0.11% | 0.14% | Q2 2019 | Q3 2023 | 17 |
Ally Financial Inc. | 17 | 17 | 0.08% | 0.30% | 0.44% | Q3 2019 | Q3 2023 | 17 |
MERIDIAN INVESTMENT COUNSEL INC. | 17 | 17 | 0.23% | 0.58% | 1.00% | Q3 2019 | Q3 2023 | 17 |
AVANTAX ADVISORY SERVICES, INC. | 14 | 3 | 0.01% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 17 |
MGO ONE SEVEN LLC | 14 | 3 | 0.02% | 0.09% | 0.30% | Q2 2019 | Q3 2023 | 17 |
Clarius Group, LLC | 14 | 3 | 0.04% | 0.05% | 0.07% | Q2 2019 | Q3 2023 | 17 |
HEADINVEST, LLC | 14 | 3 | 0.05% | 0.07% | 0.10% | Q2 2019 | Q3 2023 | 17 |
BerganKDV Wealth Management, LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2023 | 17 |
Oxbow Advisors, LLC | 14 | 3 | 0.04% | 0.05% | 0.07% | Q2 2019 | Q3 2023 | 17 |
COMERICA BANK | 15 | 2 | 0.00% | 0.07% | 0.17% | Q2 2019 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.09% | 0.12% | 0.21% | Q2 2019 | Q2 2023 | 17 |
Ballast, Inc. | 12 | 5 | 0.09% | 0.23% | 0.42% | Q2 2019 | Q3 2023 | 17 |
ZWJ INVESTMENT COUNSEL INC | 14 | 3 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q3 2023 | 17 |
MOODY NATIONAL BANK TRUST DIVISION | 17 | 17 | 0.04% | 0.09% | 0.15% | Q3 2019 | Q3 2023 | 17 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 16 | 1 | 0.02% | 0.07% | 0.09% | Q2 2019 | Q3 2023 | 17 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 12 | 5 | 0.03% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 17 |
CIM INVESTMENT MANAGEMENT INC | 14 | 3 | 0.11% | 0.13% | 0.17% | Q2 2019 | Q3 2023 | 17 |
Fisher Asset Management, LLC | 14 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 17 |
Moisand Fitzgerald Tamayo, LLC | 11 | 6 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 17 |
LBMC INVESTMENT ADVISORS, LLC | 14 | 3 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 17 |
Dana Investment Advisors, Inc. | 14 | 3 | 0.02% | 0.06% | 0.13% | Q2 2019 | Q3 2023 | 17 |
SHELTON CAPITAL MANAGEMENT | 13 | 4 | 0.01% | 0.11% | 0.31% | Q2 2019 | Q3 2023 | 17 |
Cambridge Investment Research Advisors, Inc. | 17 | 17 | 0.02% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 17 |
Stonebridge Capital Advisors LLC | 12 | 5 | 0.00% | 0.07% | 0.31% | Q2 2019 | Q3 2023 | 17 |
MISSION WEALTH MANAGEMENT, LP | 14 | 3 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 17 |
Bell Bank | 14 | 3 | 0.03% | 0.04% | 0.09% | Q2 2019 | Q3 2023 | 17 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 17 | 0.00% | 0.05% | 0.13% | Q3 2019 | Q3 2023 | 17 |
WESBANCO BANK INC | 11 | 6 | 0.15% | 0.28% | 0.61% | Q2 2019 | Q3 2023 | 17 |
BOKF, NA | 9 | 8 | 0.02% | 0.03% | 0.08% | Q2 2019 | Q3 2023 | 17 |
IFP Advisors, Inc | 17 | 17 | 0.01% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 17 |
MERCER GLOBAL ADVISORS INC /ADV | 17 | 17 | 0.01% | 0.02% | 0.06% | Q3 2019 | Q3 2023 | 17 |
Sawyer & Company, Inc | 17 | 17 | 0.19% | 0.31% | 0.73% | Q3 2019 | Q3 2023 | 17 |
CenterStar Asset Management, LLC | 5 | 1 | 0.00% | 0.10% | 0.30% | Q3 2019 | Q3 2021 | 17 |
SAYBROOK CAPITAL /NC | 14 | 3 | 0.09% | 0.11% | 0.16% | Q2 2019 | Q3 2023 | 17 |
WATERS PARKERSON & CO., LLC | 17 | 17 | 0.70% | 0.89% | 1.13% | Q3 2019 | Q3 2023 | 17 |
Reynders McVeigh Capital Management, LLC | 14 | 3 | 0.03% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 17 |
Waldron Private Wealth LLC | 15 | 2 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 17 |
Meiji Yasuda Asset Management Co Ltd. | 14 | 3 | 0.02% | 0.03% | 0.10% | Q2 2019 | Q3 2023 | 17 |
AFFINITY WEALTH MANAGEMENT LLC | 14 | 3 | 0.06% | 0.10% | 0.31% | Q2 2019 | Q3 2023 | 17 |
First Personal Financial Services | 17 | 17 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Endurance Wealth Management, Inc. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2023 | 17 |
TD ASSET MANAGEMENT INC | 17 | 17 | 0.01% | 0.03% | 0.16% | Q3 2019 | Q3 2023 | 17 |
Cruiser Capital Advisors, LLC | 17 | 17 | 1.90% | 3.54% | 6.25% | Q2 2019 | Q2 2023 | 17 |
Costello Asset Management, INC | 14 | 2 | 0.08% | 0.18% | 0.49% | Q2 2019 | Q3 2023 | 16 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 16 | 16 | 0.11% | 0.16% | 0.24% | Q2 2019 | Q1 2023 | 16 |
INTRUST BANK NA | 14 | 2 | 0.03% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 16 |
First Fiduciary Investment Counsel, Inc. | 16 | 16 | 1.21% | 1.78% | 2.12% | Q4 2019 | Q3 2023 | 16 |
PARTHENON LLC | 16 | 16 | 0.06% | 0.08% | 0.09% | Q4 2019 | Q3 2023 | 16 |
FIRST UNITED BANK & TRUST | 12 | 1 | 0.13% | 0.22% | 0.48% | Q2 2019 | Q3 2023 | 16 |
Laird Norton Wetherby Wealth Management, LLC | 14 | 2 | 0.04% | 0.05% | 0.08% | Q3 2019 | Q3 2023 | 16 |
Hillman Capital Management, Inc. | 16 | 16 | 2.12% | 3.15% | 3.83% | Q4 2019 | Q3 2023 | 16 |
Sabal Trust CO | 14 | 2 | 0.02% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 16 |
Haverford Financial Services, Inc. | 16 | 16 | 1.24% | 2.33% | 3.11% | Q2 2019 | Q1 2023 | 16 |
Lee Financial Co | 14 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.08% | 0.16% | 0.23% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
TD Capital Management LLC | 11 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 12 | 4 | 0.10% | 0.15% | 0.34% | Q2 2019 | Q3 2023 | 16 |
Tower Research Capital LLC (TRC) | 15 | 1 | 0.01% | 0.03% | 0.07% | Q3 2019 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.02% | 0.06% | 0.43% | Q4 2019 | Q3 2023 | 16 |
DT Investment Partners, LLC | 16 | 16 | 1.35% | 2.37% | 5.21% | Q4 2019 | Q3 2023 | 16 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Capula Management Ltd | 3 | 2 | 0.00% | 0.15% | 0.78% | Q4 2019 | Q3 2023 | 16 |
Cerity Partners LLC | 13 | 3 | 0.01% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 16 |
Newman Dignan & Sheerar, Inc. | 14 | 1 | 0.01% | 0.09% | 0.14% | Q2 2019 | Q3 2023 | 16 |
Janney Capital Management LLC | 13 | 3 | 0.02% | 0.53% | 0.82% | Q2 2019 | Q2 2023 | 16 |
Formidable Asset Management, LLC | 14 | 1 | 0.05% | 0.08% | 0.19% | Q2 2019 | Q3 2023 | 16 |
Field & Main Bank | 13 | 3 | 0.03% | 0.09% | 0.18% | Q2 2019 | Q3 2023 | 16 |
Sequoia Financial Advisors, LLC | 8 | 1 | 0.01% | 0.06% | 0.42% | Q2 2019 | Q3 2023 | 16 |
Riggs Asset Managment Co. Inc. | 12 | 4 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 16 |
MCF Advisors LLC | 10 | 6 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 16 |
Caprock Group, LLC | 15 | 1 | 0.04% | 0.06% | 0.08% | Q3 2019 | Q3 2023 | 16 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 13 | 3 | 0.08% | 0.12% | 0.22% | Q2 2019 | Q3 2023 | 16 |
Patten Group, Inc. | 10 | 3 | 0.03% | 0.17% | 0.45% | Q2 2019 | Q3 2023 | 16 |
Cypress Capital Management LLC (WY) | 16 | 16 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
True North Advisors, LLC | 16 | 16 | 1.37% | 3.34% | 6.00% | Q4 2019 | Q3 2023 | 16 |
CLEAR INVESTMENT RESEARCH, LLC | 14 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
Ellevest, Inc. | 12 | 4 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 16 |
NWAM LLC | 7 | 4 | 0.01% | 0.04% | 0.12% | Q2 2019 | Q3 2023 | 16 |
Capital Investment Advisory Services, LLC | 13 | 3 | 0.03% | 0.05% | 0.10% | Q2 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Cedar Wealth Management, LLC | 12 | 4 | 0.00% | 0.03% | 0.16% | Q2 2019 | Q3 2023 | 16 |
Cornerstone Wealth Management, LLC | 10 | 3 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 16 |
Intellectus Partners, LLC | 16 | 16 | 0.18% | 0.23% | 0.29% | Q4 2019 | Q3 2023 | 16 |
First Command Bank | 16 | 16 | 0.01% | 0.02% | 0.05% | Q3 2019 | Q2 2023 | 16 |
First Command Financial Services, Inc. | 16 | 16 | 0.01% | 0.02% | 0.05% | Q3 2019 | Q2 2023 | 16 |
LEVEL FOUR ADVISORY SERVICES, LLC | 12 | 4 | 0.02% | 0.07% | 0.26% | Q2 2019 | Q3 2023 | 16 |
Farmers & Merchants Trust Co of Chambersburg PA | 12 | 4 | 0.00% | 0.23% | 1.13% | Q2 2019 | Q3 2023 | 16 |
Integrated Wealth Concepts LLC | 14 | 1 | 0.01% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 16 |
MBM Wealth Consultants, LLC | 16 | 16 | 0.02% | 0.04% | 0.19% | Q2 2019 | Q1 2023 | 16 |
TimeScale Financial, Inc. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 16 |
Ellis Investment Partners, LLC | 14 | 2 | 0.04% | 0.06% | 0.13% | Q2 2019 | Q3 2023 | 16 |
Semmax Financial Advisors Inc. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
Aspire Private Capital, LLC | 13 | 3 | 0.02% | 0.06% | 0.09% | Q2 2019 | Q3 2023 | 16 |
Brendel Financial Advisors LLC | 9 | 3 | 0.15% | 0.26% | 0.53% | Q2 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.06% | 0.10% | 0.18% | Q4 2019 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.01% | 0.08% | 0.28% | Q4 2019 | Q3 2023 | 16 |
Parcion Private Wealth LLC | 16 | 16 | 0.16% | 0.23% | 0.45% | Q4 2019 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Investment Research & Advisory Group, Inc. | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Gleason Group, Inc. | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Eisler Capital (UK) Ltd. | 8 | 8 | 0.02% | 0.55% | 4.04% | Q4 2021 | Q3 2023 | 16 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 16 | 16 | 0.08% | 0.24% | 0.45% | Q2 2019 | Q1 2023 | 16 |
FIRST NATIONAL BANK OF OMAHA | 12 | 4 | 0.01% | 0.05% | 0.18% | Q2 2019 | Q3 2023 | 16 |
MEYER HANDELMAN CO | 16 | 16 | 0.68% | 0.94% | 1.11% | Q4 2019 | Q3 2023 | 16 |
WINTRUST INVESTMENTS LLC | 7 | 3 | 0.07% | 0.12% | 0.20% | Q2 2019 | Q3 2023 | 16 |
JONES FINANCIAL COMPANIES LLLP | 13 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
Brandywine Global Investment Management, LLC | 16 | 16 | 0.01% | 0.42% | 0.78% | Q2 2019 | Q1 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.01% | 0.08% | 0.16% | Q4 2019 | Q3 2023 | 16 |
TOTH FINANCIAL ADVISORY CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 16 |
SENTRY INVESTMENT MANAGEMENT LLC | 8 | 2 | 0.08% | 0.11% | 0.23% | Q2 2019 | Q3 2023 | 16 |
PRUDENTIAL PLC | 9 | 7 | 0.01% | 0.10% | 0.24% | Q2 2019 | Q3 2023 | 16 |
NORGES BANK | 15 | 15 | 0.02% | 0.07% | 0.16% | Q2 2019 | Q4 2022 | 15 |
DAVIS R M INC | 12 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
KCM INVESTMENT ADVISORS LLC | 11 | 4 | 0.01% | 0.02% | 0.06% | Q2 2019 | Q2 2023 | 15 |
Secure Asset Management, LLC | 11 | 4 | 0.08% | 0.16% | 0.31% | Q4 2019 | Q3 2023 | 15 |
WELLINGTON MANAGEMENT GROUP LLP | 15 | 15 | 0.00% | 0.02% | 0.13% | Q2 2019 | Q4 2022 | 15 |
Orion Portfolio Solutions, LLC | 11 | 4 | 0.01% | 0.03% | 0.10% | Q4 2019 | Q3 2023 | 15 |
Trust Co | 15 | 15 | 0.00% | 0.02% | 0.06% | Q1 2020 | Q3 2023 | 15 |
USS Investment Management Ltd | 15 | 15 | 0.08% | 0.10% | 0.12% | Q1 2020 | Q3 2023 | 15 |
Chicago Partners Investment Group LLC | 8 | 3 | 0.02% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 15 |
BLB&B Advisors, LLC | 12 | 3 | 0.02% | 0.06% | 0.22% | Q2 2019 | Q3 2023 | 15 |
APPLETON PARTNERS INC/MA | 15 | 15 | 0.02% | 0.04% | 0.18% | Q2 2019 | Q4 2022 | 15 |
CAAS CAPITAL MANAGEMENT LP | 4 | 3 | 0.00% | 0.08% | 0.22% | Q1 2020 | Q2 2023 | 15 |
CONNING INC. | 13 | 2 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q1 2023 | 15 |
EVERGREEN CAPITAL MANAGEMENT LLC | 12 | 3 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 15 |
ING GROEP NV | 6 | 3 | 0.02% | 0.05% | 0.10% | Q2 2019 | Q3 2023 | 15 |
Maple Capital Management, Inc. | 15 | 15 | 0.03% | 0.60% | 0.81% | Q2 2019 | Q4 2022 | 15 |
Personal Capital Advisors Corp | 15 | 15 | 0.21% | 0.38% | 0.47% | Q2 2019 | Q4 2022 | 15 |
TRUSTCORE FINANCIAL SERVICES, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2022 | 15 |
1834 INVESTMENT ADVISORS CO | 12 | 3 | 0.00% | 0.02% | 0.10% | Q3 2019 | Q3 2023 | 15 |
AUA CAPITAL MANAGEMENT, LLC | 15 | 15 | 0.01% | 0.04% | 0.08% | Q2 2019 | Q4 2022 | 15 |
Cambria Investment Management, L.P. | 15 | 15 | 0.24% | 0.51% | 0.68% | Q1 2020 | Q3 2023 | 15 |
Global Wealth Management Investment Advisory, Inc. | 13 | 2 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 15 |
Crewe Advisors LLC | 13 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 15 |
PRIVATE MANAGEMENT GROUP INC | 13 | 2 | 0.03% | 1.21% | 2.27% | Q2 2019 | Q1 2023 | 15 |
Tarbox Family Office, Inc. | 12 | 3 | 0.03% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 15 |
Horan Securities, Inc. | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 15 |
SEEYOND | 15 | 15 | 0.00% | 0.07% | 0.11% | Q2 2019 | Q4 2022 | 15 |
Essex Savings Bank | 13 | 2 | 0.08% | 0.21% | 0.29% | Q2 2019 | Q3 2023 | 15 |
Citizens National Bank Trust Department | 15 | 15 | 0.11% | 0.16% | 0.20% | Q1 2020 | Q3 2023 | 15 |
GOFEN & GLOSSBERG LLC /IL/ | 15 | 15 | 0.20% | 0.32% | 0.49% | Q2 2019 | Q4 2022 | 15 |
Venture Visionary Partners LLC | 14 | 1 | 0.04% | 0.06% | 0.09% | Q4 2019 | Q3 2023 | 15 |
Walleye Capital LLC | 4 | 1 | 0.00% | 0.05% | 0.31% | Q2 2019 | Q3 2023 | 15 |
ROYAL LONDON ASSET MANAGEMENT LTD | 15 | 15 | 0.04% | 0.06% | 0.10% | Q1 2020 | Q3 2023 | 15 |
CX Institutional | 10 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 15 |
Capital Investment Advisors, LLC | 15 | 15 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q4 2023 | 15 |
TCI Wealth Advisors, Inc. | 15 | 15 | 0.02% | 0.06% | 0.13% | Q3 2019 | Q1 2023 | 15 |
COLONY GROUP LLC | 12 | 3 | 0.01% | 0.11% | 0.62% | Q2 2019 | Q3 2023 | 15 |
Pendal Group Ltd | 15 | 15 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q4 2022 | 15 |
Norway Savings Bank | 15 | 15 | 0.02% | 0.03% | 0.06% | Q2 2019 | Q4 2022 | 15 |
HALL LAURIE J TRUSTEE | 13 | 2 | 0.03% | 0.06% | 0.20% | Q3 2019 | Q3 2023 | 15 |
NewSquare Capital LLC | 9 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 15 |
Hosking Partners LLP | 15 | 15 | 0.11% | 0.14% | 0.19% | Q2 2019 | Q4 2022 | 15 |
SCOTIA CAPITAL INC. | 12 | 3 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 15 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 15 | 15 | 0.37% | 0.57% | 0.82% | Q2 2019 | Q4 2022 | 15 |
GAMBLE JONES INVESTMENT COUNSEL | 15 | 15 | 0.03% | 0.05% | 0.07% | Q2 2019 | Q4 2022 | 15 |
TORRAY INVESTMENT PARTNERS LLC | 15 | 15 | 0.80% | 1.96% | 3.19% | Q2 2019 | Q4 2022 | 15 |
GREAT LAKES ADVISORS, LLC | 15 | 15 | 0.20% | 0.43% | 0.69% | Q1 2020 | Q3 2023 | 15 |
Standard Investments LLC | 15 | 15 | 2.80% | 20.06% | 45.20% | Q4 2019 | Q2 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
MV CAPITAL MANAGEMENT, INC. | 12 | 3 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 15 |
Snowden Capital Advisors LLC | 8 | 3 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 15 |
FORSTA AP-FONDEN | 15 | 15 | 0.08% | 0.12% | 0.16% | Q1 2020 | Q3 2023 | 15 |
MCMILLION CAPITAL MANAGEMENT INC | 11 | 4 | 0.01% | 0.62% | 1.17% | Q2 2019 | Q2 2023 | 15 |
Douglas Lane & Associates, LLC | 12 | 3 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 15 |
Vident Investment Advisory, LLC | 13 | 2 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q2 2023 | 15 |
Mount Yale Investment Advisors, LLC | 14 | 1 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 15 |
TWO SIGMA ADVISERS, LP | 7 | 2 | 0.00% | 0.04% | 0.13% | Q3 2019 | Q3 2023 | 14 |
Providence Capital Advisors, LLC | 10 | 4 | 0.00% | 0.32% | 1.39% | Q2 2019 | Q4 2022 | 14 |
Empirical Finance, LLC | 14 | 14 | 0.04% | 0.09% | 0.10% | Q2 2020 | Q3 2023 | 14 |
180 WEALTH ADVISORS, LLC | 8 | 1 | 0.04% | 0.13% | 0.24% | Q2 2019 | Q3 2023 | 14 |
Biltmore Family Office, LLC | 14 | 14 | 0.07% | 0.10% | 0.14% | Q2 2020 | Q3 2023 | 14 |
STEWART & PATTEN CO LLC | 13 | 1 | 0.04% | 0.28% | 1.05% | Q2 2019 | Q4 2022 | 14 |
Redpoint Investment Management Pty Ltd | 14 | 14 | 0.08% | 0.11% | 0.19% | Q2 2019 | Q3 2022 | 14 |
ExodusPoint Capital Management, LP | 6 | 1 | 0.02% | 0.17% | 0.72% | Q3 2019 | Q3 2023 | 14 |
AGF INVESTMENTS INC. | 14 | 14 | 0.01% | 0.04% | 0.12% | Q2 2019 | Q3 2022 | 14 |
Strategic Advisors LLC | 13 | 1 | 0.13% | 0.32% | 0.58% | Q3 2019 | Q3 2023 | 14 |
Vestmark Advisory Solutions, Inc. | 12 | 2 | 0.01% | 0.05% | 0.18% | Q2 2019 | Q2 2023 | 14 |
FDx Advisors, Inc. | 10 | 2 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 14 |
TEXAS CAPITAL BANCSHARES INC/TX | 14 | 14 | 0.17% | 0.26% | 0.50% | Q2 2020 | Q3 2023 | 14 |
Lido Advisors, LLC | 12 | 2 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 14 |
TIEDEMANN ADVISORS, LLC | 12 | 2 | 0.01% | 0.13% | 0.31% | Q2 2019 | Q3 2023 | 14 |
Covington Capital Management | 14 | 14 | 0.04% | 0.09% | 0.21% | Q2 2019 | Q3 2022 | 14 |
Clean Yield Group | 7 | 7 | 0.02% | 0.06% | 0.25% | Q2 2019 | Q4 2022 | 14 |
CVA Family Office, LLC | 14 | 14 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q2 2023 | 14 |
COMERICA SECURITIES,INC. | 11 | 3 | 0.02% | 0.04% | 0.09% | Q2 2019 | Q3 2023 | 14 |
Strategic Wealth Investment Group, LLC | 14 | 14 | 0.46% | 0.66% | 1.07% | Q2 2020 | Q3 2023 | 14 |
Mattern Wealth Management LLC | 9 | 1 | 0.07% | 0.11% | 0.27% | Q4 2019 | Q3 2023 | 14 |
EATON VANCE MANAGEMENT | 14 | 14 | 0.04% | 0.10% | 0.28% | Q2 2019 | Q3 2022 | 14 |
J.W. COLE ADVISORS, INC. | 13 | 1 | 0.02% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 14 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 14 | 14 | 0.01% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Tidal Investments LLC | 12 | 1 | 0.02% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 14 |
Dakota Wealth Management | 13 | 1 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 14 |
Analyst IMS Investment Management Services Ltd. | 12 | 2 | 0.02% | 0.05% | 0.11% | Q3 2019 | Q1 2023 | 14 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 7 | 3 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 14 |
YorkBridge Wealth Partners, LLC | 11 | 3 | 0.08% | 0.13% | 0.23% | Q2 2019 | Q4 2022 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Shoker Investment Counsel, Inc. | 14 | 14 | 0.24% | 0.31% | 0.38% | Q2 2020 | Q3 2023 | 14 |
Avantax Planning Partners, Inc. | 10 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 14 |
Great Diamond Partners, LLC | 10 | 4 | 0.06% | 0.09% | 0.13% | Q4 2019 | Q3 2023 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.07% | 0.09% | 0.11% | Q2 2020 | Q3 2023 | 14 |
AMERICAN NATIONAL BANK | 14 | 14 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
MEEDER ASSET MANAGEMENT INC | 14 | 14 | 0.00% | 0.03% | 0.11% | Q2 2019 | Q3 2022 | 14 |
American Portfolios Advisors | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2022 | 14 |
Holocene Advisors, LP | 6 | 1 | 0.01% | 0.31% | 1.00% | Q2 2019 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.03% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
WRAPMANAGER INC | 14 | 14 | 0.09% | 0.13% | 0.17% | Q2 2020 | Q3 2023 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Caption Management, LLC | 2 | 1 | 0.02% | 0.11% | 0.42% | Q2 2019 | Q3 2023 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Employees Retirement System of Texas | 11 | 3 | 0.06% | 0.20% | 0.42% | Q2 2019 | Q4 2022 | 14 |
Sargent Investment Group, LLC | 12 | 12 | 0.00% | 0.07% | 0.11% | Q4 2020 | Q3 2023 | 14 |
Prudent Man Advisors, LLC | 14 | 14 | 0.25% | 0.46% | 0.55% | Q2 2020 | Q3 2023 | 14 |
Wealth Alliance | 14 | 14 | 0.06% | 0.11% | 0.16% | Q2 2020 | Q3 2023 | 14 |
MUFG Americas Holdings Corp | 14 | 14 | 0.02% | 0.05% | 0.18% | Q2 2019 | Q3 2022 | 14 |
FARMERS & MERCHANTS INVESTMENTS INC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
BDO Wealth Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 14 |
CYPRESS CAPITAL MANAGEMENT LLC | 14 | 14 | 0.12% | 0.29% | 1.24% | Q2 2019 | Q3 2022 | 14 |
NORDEA INVESTMENT MANAGEMENT AB | 14 | 14 | 0.03% | 0.06% | 0.11% | Q2 2019 | Q3 2022 | 14 |
EP Wealth Advisors, LLC | 7 | 3 | 0.00% | 0.03% | 0.13% | Q2 2019 | Q3 2023 | 14 |
Laurel Wealth Advisors, Inc. | 11 | 3 | 0.04% | 0.07% | 0.14% | Q2 2019 | Q4 2022 | 14 |
REGENTATLANTIC CAPITAL LLC | 14 | 14 | 0.02% | 0.07% | 0.22% | Q2 2019 | Q3 2022 | 14 |
IEQ CAPITAL, LLC | 11 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 14 |
Williams Jones Wealth Management, LLC. | 8 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 14 |
Engineers Gate Manager LP | 13 | 1 | 0.01% | 0.23% | 0.58% | Q3 2019 | Q1 2023 | 14 |
DEARBORN PARTNERS LLC | 12 | 2 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 14 |
SHAPIRO CAPITAL MANAGEMENT LLC | 14 | 14 | 1.09% | 2.03% | 3.62% | Q1 2020 | Q2 2023 | 14 |
Hudock, Inc. | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2022 | 14 |
Corient Capital Partners, LLC | 14 | 14 | 0.04% | 0.05% | 0.07% | Q2 2019 | Q3 2022 | 14 |
CITIZENS FINANCIAL GROUP INC/RI | 9 | 5 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 14 |
BOENNING & SCATTERGOOD, INC. | 11 | 3 | 0.08% | 0.12% | 0.16% | Q2 2019 | Q4 2022 | 14 |
Dorsey & Whitney Trust CO LLC | 12 | 1 | 0.02% | 0.05% | 0.11% | Q2 2019 | Q3 2023 | 14 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.01% | 0.06% | Q3 2019 | Q3 2022 | 13 |
Canton Hathaway, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 13 |
Mission Creek Capital Partners, Inc. | 13 | 13 | 0.31% | 0.49% | 0.72% | Q3 2020 | Q3 2023 | 13 |
EPG Wealth Management LLC | 6 | 3 | 0.00% | 0.12% | 0.22% | Q4 2019 | Q3 2023 | 13 |
Northwest Capital Management Inc | 6 | 3 | 0.12% | 0.18% | 0.33% | Q2 2019 | Q3 2023 | 13 |
NICOLET BANKSHARES INC | 13 | 13 | 0.10% | 0.14% | 0.20% | Q3 2020 | Q3 2023 | 13 |
FUKOKU MUTUAL LIFE INSURANCE Co | 13 | 13 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q2 2022 | 13 |
Legacy Financial Advisors, Inc. | 7 | 2 | 0.04% | 0.12% | 0.27% | Q2 2019 | Q3 2023 | 13 |
Providence First Trust Co | 13 | 13 | 0.65% | 0.95% | 1.63% | Q3 2020 | Q3 2023 | 13 |
Enterprise Trust & Investment Co | 13 | 13 | 0.02% | 0.03% | 0.06% | Q2 2019 | Q2 2022 | 13 |
Beacon Pointe Advisors, LLC | 12 | 1 | 0.02% | 0.05% | 0.09% | Q3 2019 | Q3 2023 | 13 |
Avidian Wealth Solutions, LLC | 13 | 13 | 0.04% | 0.05% | 0.09% | Q1 2020 | Q1 2023 | 13 |
HBC Financial Services, PLLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Alhambra Investment Management LLC | 13 | 13 | 0.51% | 0.60% | 0.70% | Q3 2020 | Q3 2023 | 13 |
South Dakota Investment Council | 7 | 6 | 0.01% | 0.07% | 0.25% | Q2 2019 | Q3 2023 | 13 |
Patriot Financial Group Insurance Agency, LLC | 13 | 13 | 0.01% | 0.05% | 0.15% | Q2 2019 | Q2 2022 | 13 |
Claro Advisors LLC | 12 | 1 | 0.09% | 0.11% | 0.21% | Q2 2019 | Q3 2023 | 13 |
ATLAS CAPITAL ADVISORS LLC | 11 | 2 | 0.00% | 0.00% | 0.03% | Q4 2019 | Q3 2023 | 13 |
Laffer Tengler Investments, Inc. | 9 | 4 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 13 |
Brinker Capital Investments, LLC | 10 | 3 | 0.00% | 0.10% | 0.18% | Q2 2019 | Q4 2022 | 13 |
Balentine LLC | 8 | 5 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 13 |
MURPHY CAPITAL MANAGEMENT INC | 13 | 13 | 0.08% | 0.15% | 0.30% | Q2 2019 | Q2 2022 | 13 |
Johnson Financial Group, Inc. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 13 |
Jackson, Grant Investment Advisers, Inc. | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.03% | 0.06% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Vectors Research Management, LLC | 13 | 13 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q2 2022 | 13 |
Private Capital Group, LLC | 13 | 13 | 0.01% | 0.02% | 0.10% | Q2 2019 | Q2 2022 | 13 |
Andra AP-fonden | 6 | 2 | 0.01% | 0.10% | 0.27% | Q3 2019 | Q3 2023 | 13 |
Prime Capital Investment Advisors, LLC | 7 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 13 |
Probity Advisors, Inc. | 6 | 1 | 0.05% | 0.14% | 0.29% | Q2 2019 | Q4 2022 | 13 |
Bell & Brown Wealth Advisors, LLC | 8 | 5 | 0.35% | 0.97% | 1.26% | Q3 2019 | Q2 2023 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
SIT INVESTMENT ASSOCIATES INC | 9 | 4 | 0.00% | 0.06% | 0.28% | Q2 2019 | Q3 2022 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Bremer Bank National Association | 13 | 13 | 0.08% | 0.41% | 0.85% | Q3 2020 | Q3 2023 | 13 |
Vanguard Personalized Indexing Management, LLC | 13 | 13 | 0.05% | 0.08% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Achmea Investment Management B.V. | 11 | 2 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 13 |
Symmetry Partners, LLC | 7 | 6 | 0.02% | 0.02% | 0.04% | Q3 2020 | Q4 2023 | 13 |
United Bank | 13 | 13 | 0.20% | 0.43% | 0.52% | Q3 2020 | Q3 2023 | 13 |
Man Group plc | 9 | 1 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 9 | 4 | 0.01% | 0.19% | 0.81% | Q2 2019 | Q3 2023 | 13 |
BREWIN DOLPHIN LTD | 13 | 13 | 0.01% | 0.03% | 0.07% | Q2 2019 | Q2 2022 | 13 |
Chicago Capital, LLC | 6 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 13 |
EXCHANGE TRADED CONCEPTS, LLC | 12 | 1 | 0.00% | 0.02% | 0.13% | Q1 2020 | Q4 2023 | 13 |
ADVISOR PARTNERS LLC | 13 | 13 | 0.08% | 0.11% | 0.17% | Q2 2019 | Q2 2022 | 13 |
Ashfield Capital Partners, LLC | 10 | 3 | 0.02% | 0.03% | 0.06% | Q2 2019 | Q3 2022 | 13 |
NICHOLAS COMPANY, INC. | 13 | 13 | 0.09% | 0.14% | 0.18% | Q3 2020 | Q3 2023 | 13 |
Cordasco Financial Network | 13 | 13 | 0.17% | 0.23% | 0.29% | Q2 2019 | Q2 2022 | 13 |
CHIRON CAPITAL MANAGEMENT, LLC | 13 | 13 | 0.32% | 0.67% | 1.03% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
CAPITAL ADVISORS INC/OK | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
MONTAG A & ASSOCIATES INC | 12 | 1 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 13 |
BRIDGES INVESTMENT MANAGEMENT INC | 13 | 13 | 0.01% | 0.03% | 0.09% | Q2 2019 | Q2 2022 | 13 |
MAVERICK CAPITAL LTD | 11 | 2 | 0.01% | 3.44% | 7.32% | Q2 2019 | Q2 2023 | 13 |
Sicart Associates LLC | 13 | 13 | 0.07% | 0.16% | 0.29% | Q2 2019 | Q2 2022 | 13 |
COLDSTREAM CAPITAL MANAGEMENT INC | 8 | 1 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 13 |
Frontier Wealth Management LLC | 13 | 13 | 0.00% | 0.08% | 0.21% | Q2 2019 | Q2 2022 | 13 |
MERITAGE PORTFOLIO MANAGEMENT | 6 | 3 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 13 |
BOSTON FAMILY OFFICE LLC | 13 | 13 | 0.02% | 0.05% | 0.10% | Q2 2019 | Q2 2022 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.07% | 0.14% | 0.24% | Q3 2020 | Q3 2023 | 13 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 13 | 13 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2022 | 13 |
West Financial Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
BOK Financial Private Wealth, Inc. | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Sheaff Brock Investment Advisors, LLC | 12 | 12 | 0.01% | 0.08% | 0.23% | Q2 2019 | Q1 2022 | 12 |
MACKAY SHIELDS LLC | 12 | 12 | 0.05% | 0.07% | 0.11% | Q2 2019 | Q1 2022 | 12 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 5 | 1 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 12 |
Wealthspire Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 12 |
EARNEST PARTNERS LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 12 |
Tredje AP-fonden | 8 | 4 | 0.02% | 0.08% | 0.20% | Q2 2019 | Q3 2023 | 12 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 12 | 12 | 0.39% | 0.57% | 0.73% | Q2 2019 | Q1 2022 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Quilter Plc | 9 | 3 | 0.01% | 0.02% | 0.10% | Q4 2019 | Q3 2023 | 12 |
InterOcean Capital Group, LLC | 12 | 12 | 0.34% | 0.52% | 0.66% | Q4 2020 | Q3 2023 | 12 |
OUTFITTER FINANCIAL LLC | 12 | 12 | 0.99% | 1.19% | 1.58% | Q4 2020 | Q3 2023 | 12 |
TECTONIC ADVISORS LLC | 12 | 12 | 0.11% | 0.16% | 0.20% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Danda Trouve Investment Management, Inc. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.01% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Salvus Wealth Management, LLC | 12 | 12 | 0.37% | 0.51% | 0.84% | Q4 2020 | Q3 2023 | 12 |
Gladstone Institutional Advisory LLC | 8 | 4 | 0.02% | 0.05% | 0.11% | Q3 2020 | Q3 2023 | 12 |
BANQUE PICTET & CIE SA | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 12 |
Intrua Financial, LLC | 12 | 12 | 0.10% | 0.13% | 0.19% | Q2 2020 | Q1 2023 | 12 |
Newbridge Financial Services Group, Inc. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2023 | 12 |
Glenview Capital Management | 12 | 12 | 0.42% | 1.68% | 2.60% | Q4 2020 | Q3 2023 | 12 |
KINGS POINT CAPITAL MANAGEMENT | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2022 | 12 |
PARADIGM ASSET MANAGEMENT CO LLC | 12 | 12 | 0.02% | 0.25% | 0.40% | Q4 2020 | Q3 2023 | 12 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.23% | 0.34% | 0.45% | Q4 2020 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
CENTAURUS FINANCIAL, INC. | 8 | 4 | 0.01% | 0.10% | 0.29% | Q2 2020 | Q3 2023 | 12 |
Banco Santander, S.A. | 12 | 12 | 0.01% | 0.03% | 0.10% | Q2 2019 | Q1 2022 | 12 |
Graves Light Lenhart Wealth, Inc. | 12 | 12 | 0.03% | 0.71% | 0.91% | Q4 2020 | Q3 2023 | 12 |
Ruffer LLP | 7 | 5 | 0.07% | 0.64% | 4.38% | Q2 2019 | Q3 2023 | 12 |
People's United Financial, Inc. | 12 | 12 | 0.02% | 0.03% | 0.06% | Q2 2019 | Q1 2022 | 12 |
HHM Wealth Advisors, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 12 |
ENTERPRISE FINANCIAL SERVICES CORP | 9 | 3 | 0.03% | 0.07% | 0.15% | Q2 2019 | Q3 2023 | 12 |
COMMUNITY TRUST & INVESTMENT CO | 12 | 12 | 0.72% | 1.07% | 1.37% | Q3 2019 | Q2 2022 | 12 |
Maryland State Retirement & Pension System | 12 | 12 | 0.05% | 0.09% | 0.18% | Q4 2020 | Q3 2023 | 12 |
SAGE FINANCIAL GROUP INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.07% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 12 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 6 | 1 | 0.00% | 0.05% | 0.16% | Q2 2019 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.06% | 0.11% | 0.21% | Q4 2020 | Q3 2023 | 12 |
VAN ECK ASSOCIATES CORP | 8 | 4 | 0.00% | 0.02% | 0.07% | Q2 2019 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.14% | 0.20% | 0.27% | Q4 2020 | Q3 2023 | 12 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 5 | 3 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 12 |
IndexIQ Advisors LLC | 12 | 12 | 0.00% | 0.05% | 0.13% | Q2 2019 | Q1 2022 | 12 |
Bard Financial Services, Inc. | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Johnson Midwest Financial, LLC | 12 | 12 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 12 |
SPC Financial, Inc. | 12 | 12 | 0.04% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
WEST BANCORPORATION INC | 8 | 4 | 0.05% | 0.18% | 0.34% | Q4 2019 | Q3 2023 | 12 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Cumberland Partners Ltd | 12 | 12 | 0.19% | 0.56% | 1.12% | Q1 2020 | Q4 2022 | 12 |
Penobscot Investment Management Company, Inc. | 12 | 12 | 0.10% | 0.13% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Ethic Inc. | 12 | 12 | 0.15% | 0.20% | 0.26% | Q4 2020 | Q3 2023 | 12 |
HOEY INVESTMENTS, INC | 12 | 12 | 0.01% | 0.22% | 0.67% | Q4 2020 | Q3 2023 | 12 |
BI Asset Management Fondsmaeglerselskab A/S | 7 | 1 | 0.01% | 0.09% | 0.59% | Q4 2019 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
BOYAR ASSET MANAGEMENT INC. | 12 | 12 | 0.15% | 0.21% | 0.33% | Q4 2020 | Q3 2023 | 12 |
BALYASNY ASSET MANAGEMENT L.P. | 4 | 1 | 0.00% | 0.12% | 0.28% | Q3 2019 | Q3 2023 | 12 |
BFSG, LLC | 11 | 1 | 0.17% | 0.35% | 0.45% | Q3 2019 | Q3 2023 | 12 |
ANCHOR CAPITAL ADVISORS LLC | 12 | 12 | 0.01% | 0.09% | 0.42% | Q2 2019 | Q1 2022 | 12 |
Israel Discount Bank of New York | 9 | 3 | 0.21% | 0.24% | 0.30% | Q3 2020 | Q3 2023 | 12 |
First City Capital Management, Inc. | 8 | 4 | 0.10% | 0.15% | 0.19% | Q2 2020 | Q3 2023 | 12 |
EVERMAY WEALTH MANAGEMENT LLC | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Zhang Financial LLC | 8 | 1 | 0.05% | 0.08% | 0.16% | Q3 2019 | Q3 2023 | 12 |
IRONWOOD WEALTH MANAGEMENT, INC. | 12 | 12 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Dynamic Advisor Solutions LLC | 11 | 1 | 0.01% | 0.06% | 0.11% | Q2 2019 | Q3 2023 | 12 |
Northeast Financial Consultants Inc | 8 | 1 | 0.02% | 0.13% | 0.21% | Q2 2019 | Q3 2023 | 12 |
Azimuth Capital Management LLC | 12 | 12 | 0.05% | 0.15% | 0.32% | Q2 2019 | Q1 2022 | 12 |
IBM Retirement Fund | 12 | 12 | 0.08% | 0.12% | 0.18% | Q2 2019 | Q1 2022 | 12 |
MATHER GROUP, LLC. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Equitable Holdings, Inc. | 8 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 12 |
STOCK YARDS BANK & TRUST CO | 8 | 2 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 12 |
Almanack Investment Partners, LLC. | 8 | 1 | 0.01% | 0.04% | 0.10% | Q2 2019 | Q3 2022 | 12 |
Advisors Asset Management, Inc. | 8 | 1 | 0.00% | 0.06% | 0.12% | Q2 2019 | Q4 2022 | 12 |
PERSONAL CFO SOLUTIONS, LLC | 12 | 12 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 12 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 12 | 12 | 0.06% | 0.11% | 0.13% | Q2 2019 | Q1 2022 | 12 |
INDEPENDENT INVESTORS INC | 12 | 12 | 0.14% | 0.19% | 0.28% | Q2 2019 | Q1 2022 | 12 |
PRICE MICHAEL F | 12 | 12 | 0.07% | 0.32% | 1.15% | Q2 2019 | Q1 2022 | 12 |
MONETA GROUP INVESTMENT ADVISORS LLC | 11 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 12 |
Nippon Life Global Investors Americas, Inc. | 6 | 2 | 0.05% | 0.11% | 0.31% | Q2 2019 | Q3 2023 | 11 |
CORBYN INVESTMENT MANAGEMENT INC/MD | 11 | 11 | 1.10% | 2.32% | 3.45% | Q1 2021 | Q3 2023 | 11 |
Arden Trust Co | 11 | 11 | 0.06% | 0.11% | 0.15% | Q3 2019 | Q1 2022 | 11 |
EXENCIAL WEALTH ADVISORS, LLC | 5 | 2 | 0.01% | 0.03% | 0.09% | Q2 2020 | Q3 2023 | 11 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 11 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 9 | 2 | 0.00% | 0.05% | 0.14% | Q2 2019 | Q1 2022 | 11 |
MARKSTON INTERNATIONAL LLC | 11 | 11 | 0.20% | 0.41% | 0.68% | Q2 2019 | Q4 2021 | 11 |
QUEST CAPITAL MANAGEMENT INC /ADV | 11 | 11 | 0.08% | 0.10% | 0.15% | Q2 2019 | Q4 2021 | 11 |
Mn Services Vermogensbeheer B.V. | 10 | 1 | 0.11% | 0.17% | 0.20% | Q2 2019 | Q3 2023 | 11 |
ALLSTATE CORP | 11 | 11 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q4 2022 | 11 |
AMERICAN NATIONAL INSURANCE CO | 11 | 11 | 0.05% | 0.07% | 0.10% | Q2 2019 | Q4 2021 | 11 |
BARINGS LLC | 11 | 11 | 0.01% | 0.05% | 0.18% | Q2 2019 | Q4 2021 | 11 |
TWIN CAPITAL MANAGEMENT INC | 7 | 4 | 0.04% | 0.12% | 0.35% | Q2 2019 | Q1 2022 | 11 |
Apollon Wealth Management, LLC | 8 | 1 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 11 |
Arlington Partners LLC | 8 | 3 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2023 | 11 |
SIR Capital Management, L.P. | 6 | 5 | 0.65% | 1.66% | 3.67% | Q3 2019 | Q4 2022 | 11 |
Sowell Financial Services LLC | 7 | 1 | 0.02% | 0.05% | 0.14% | Q3 2019 | Q2 2023 | 11 |
Close Asset Management Ltd | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 11 |
Penserra Capital Management LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 11 |
Eudaimonia Partners, LLC | 8 | 1 | 0.04% | 0.08% | 0.14% | Q4 2019 | Q3 2023 | 11 |
CLEAR STREET MARKETS LLC | 9 | 1 | 0.01% | 0.03% | 0.08% | Q4 2019 | Q2 2023 | 11 |
Cribstone Capital Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q4 2021 | 11 |
TFG Advisers LLC | 10 | 1 | 0.03% | 0.26% | 0.35% | Q4 2019 | Q3 2023 | 11 |
KB FINANCIAL PARTNERS, LLC | 11 | 11 | 0.04% | 0.07% | 0.14% | Q1 2021 | Q3 2023 | 11 |
TRANSCEND CAPITAL ADVISORS, LLC | 6 | 1 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 11 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 7 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 11 |
Cornerstone Advisors, LLC | 9 | 2 | 0.08% | 0.15% | 0.22% | Q4 2019 | Q3 2023 | 11 |
Allegheny Financial Group LTD | 7 | 4 | 0.10% | 0.14% | 0.22% | Q4 2020 | Q3 2023 | 11 |
Iron Horse Wealth Management, LLC | 7 | 4 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 11 |
Brookstone Capital Management | 11 | 11 | 0.01% | 0.05% | 0.11% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.04% | 0.08% | Q1 2021 | Q3 2023 | 11 |
MARSHALL WACE, LLP | 4 | 1 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q2 2023 | 11 |
NFC Investments, LLC | 11 | 11 | 0.22% | 0.74% | 1.48% | Q2 2019 | Q4 2021 | 11 |
Siemens Fonds Invest GmbH | 9 | 2 | 0.02% | 0.04% | 0.12% | Q4 2020 | Q3 2023 | 11 |
Arete Wealth Advisors, LLC | 4 | 3 | 0.02% | 0.05% | 0.12% | Q2 2019 | Q3 2023 | 11 |
GREAT VALLEY ADVISOR GROUP, INC. | 8 | 3 | 0.02% | 0.04% | 0.08% | Q2 2019 | Q1 2022 | 11 |
Core Wealth Advisors, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Barrett Asset Management, LLC | 11 | 11 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q4 2021 | 11 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 5 | 3 | 0.06% | 0.09% | 0.13% | Q2 2019 | Q3 2023 | 11 |
Avion Wealth | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
ASSOCIATED BANC-CORP | 7 | 4 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q1 2022 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Bridgewater Associates | 6 | 1 | 0.01% | 0.12% | 0.32% | Q4 2019 | Q1 2023 | 11 |
CSS LLC/IL | 4 | 1 | 0.00% | 0.43% | 2.12% | Q2 2019 | Q4 2022 | 11 |
Hills Bank & Trust Co | 11 | 11 | 0.02% | 0.07% | 0.11% | Q1 2021 | Q3 2023 | 11 |
Mayflower Financial Advisors, LLC | 7 | 4 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 11 |
Turim 21 Investimentos Ltda. | 10 | 1 | 0.01% | 0.03% | 0.17% | Q4 2020 | Q3 2023 | 11 |
Proficio Capital Partners LLC | 5 | 1 | 0.02% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 11 |
BSW Wealth Partners | 11 | 11 | 0.06% | 0.09% | 0.10% | Q1 2021 | Q3 2023 | 11 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 8 | 3 | 0.07% | 0.16% | 0.31% | Q2 2019 | Q2 2022 | 11 |
Orbis Allan Gray Ltd | 11 | 11 | 0.16% | 0.28% | 0.38% | Q2 2020 | Q4 2022 | 11 |
HighPoint Advisor Group LLC | 10 | 1 | 0.04% | 0.07% | 0.12% | Q2 2019 | Q2 2022 | 11 |
NEXT Financial Group, Inc | 11 | 11 | 0.03% | 0.05% | 0.09% | Q2 2019 | Q4 2021 | 11 |
FIRST MERCHANTS CORP | 6 | 5 | 0.02% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.05% | 0.18% | 0.26% | Q1 2021 | Q3 2023 | 11 |
Spectrum Management Group, LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 11 |
EXANE DERIVATIVES | 6 | 2 | 0.00% | 0.15% | 0.51% | Q2 2019 | Q2 2022 | 11 |
American National Registered Investment Advisor, Inc. | 8 | 3 | 0.11% | 0.14% | 0.20% | Q2 2019 | Q1 2022 | 11 |
Edge Wealth Management LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 11 |
CULLINAN ASSOCIATES INC | 11 | 11 | 0.02% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
PALLADIUM PARTNERS LLC | 10 | 1 | 0.03% | 0.06% | 0.12% | Q2 2019 | Q1 2022 | 11 |
Addison Advisors LLC | 10 | 1 | 0.03% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 11 |
AlphaCrest Capital Management LLC | 9 | 1 | 0.02% | 0.06% | 0.16% | Q2 2019 | Q2 2022 | 11 |
Burleson & Company, LLC | 8 | 3 | 0.01% | 0.03% | 0.13% | Q2 2019 | Q4 2022 | 11 |
American Research & Management Co. | 11 | 11 | 0.07% | 0.09% | 0.10% | Q1 2020 | Q3 2022 | 11 |
Country Club Trust Company, n.a. | 11 | 11 | 0.06% | 0.22% | 0.74% | Q2 2019 | Q4 2021 | 11 |
Third Point | 11 | 11 | 1.10% | 2.98% | 4.82% | Q1 2021 | Q3 2023 | 11 |
Connor, Clark & Lunn Investment Management Ltd. | 5 | 1 | 0.01% | 0.07% | 0.14% | Q3 2019 | Q1 2023 | 10 |
TDAM USA INC. | 10 | 10 | 0.07% | 0.17% | 0.56% | Q3 2019 | Q4 2021 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
RiverGlades Family Offices LLC | 6 | 4 | 0.18% | 0.21% | 0.22% | Q4 2020 | Q3 2023 | 10 |
DELTA CAPITAL MANAGEMENT LLC | 10 | 10 | 1.25% | 1.48% | 1.69% | Q2 2021 | Q3 2023 | 10 |
Kovitz Investment Group Partners, LLC | 7 | 3 | 0.01% | 0.08% | 0.13% | Q2 2019 | Q1 2022 | 10 |
Altium Wealth Management LLC | 7 | 3 | 0.02% | 0.04% | 0.04% | Q2 2019 | Q2 2022 | 10 |
Mercer Capital Advisers, Inc. | 10 | 10 | 0.44% | 0.67% | 0.85% | Q2 2019 | Q3 2021 | 10 |
MidWestOne Financial Group, Inc. | 7 | 3 | 0.05% | 0.07% | 0.13% | Q2 2019 | Q1 2022 | 10 |
AMP Capital Investors Ltd | 10 | 10 | 0.06% | 0.10% | 0.12% | Q2 2019 | Q3 2021 | 10 |
IFG Advisory, LLC | 7 | 3 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q4 2021 | 10 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4 | 1 | 0.02% | 0.04% | 0.11% | Q2 2020 | Q3 2023 | 10 |
Leucadia National | 4 | 4 | 0.00% | 0.02% | 0.07% | Q4 2022 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2022 | 10 |
Taylor Hoffman Wealth Management | 6 | 1 | 0.10% | 0.14% | 0.24% | Q2 2019 | Q1 2022 | 10 |
Mine & Arao Wealth Creation & Management, LLC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Altavista Wealth Management, Inc. | 7 | 3 | 0.06% | 0.08% | 0.12% | Q2 2019 | Q4 2021 | 10 |
Campion Asset Management | 6 | 4 | 0.18% | 0.25% | 0.31% | Q1 2021 | Q3 2023 | 10 |
ACIMA PRIVATE WEALTH, LLC | 10 | 10 | 0.02% | 0.04% | 0.05% | Q2 2019 | Q3 2021 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Granite Investment Partners, LLC | 9 | 1 | 0.02% | 0.07% | 0.13% | Q2 2019 | Q3 2022 | 10 |
Derbend Asset Management | 10 | 10 | 0.18% | 0.30% | 0.46% | Q2 2021 | Q3 2023 | 10 |
Regal Investment Advisors LLC | 6 | 1 | 0.03% | 0.14% | 0.34% | Q2 2019 | Q3 2022 | 10 |
Weiss Multi-Strategy Advisers LLC | 4 | 2 | 0.01% | 0.33% | 0.82% | Q2 2020 | Q2 2023 | 10 |
LIBERTY WEALTH MANAGEMENT LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2021 | 10 |
Bank of New Hampshire | 10 | 10 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
First American Bank | 9 | 1 | 0.04% | 0.14% | 0.24% | Q2 2019 | Q4 2021 | 10 |
Xcel Wealth Management, LLC | 7 | 3 | 0.07% | 0.16% | 0.29% | Q4 2020 | Q2 2023 | 10 |
KNOTT DAVID M | 10 | 10 | 0.26% | 0.35% | 0.40% | Q2 2019 | Q3 2021 | 10 |
DUPONT CAPITAL MANAGEMENT CORP | 4 | 3 | 0.01% | 0.31% | 2.65% | Q2 2019 | Q4 2022 | 10 |
DB Wealth Management Group, LLC | 6 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 10 |
RPG Investment Advisory, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.01% | 0.02% | 0.06% | Q2 2010 | Q3 2023 | 10 |
PFS INVESTMENTS INC. | 7 | 3 | 0.00% | 0.10% | 0.30% | Q1 2020 | Q2 2023 | 10 |
Hexavest Inc. | 10 | 10 | 0.01% | 0.21% | 0.48% | Q2 2019 | Q3 2021 | 10 |
Knights of Columbus Asset Advisors LLC | 4 | 2 | 0.00% | 0.21% | 0.93% | Q2 2019 | Q3 2023 | 10 |
Quantbot Technologies LP | 3 | 2 | 0.09% | 0.29% | 0.52% | Q2 2019 | Q3 2022 | 10 |
Amundi | 10 | 10 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 10 |
OLD DOMINION CAPITAL MANAGEMENT INC | 10 | 10 | 0.32% | 0.58% | 0.71% | Q2 2019 | Q3 2021 | 10 |
Berman Capital Advisors, LLC | 10 | 10 | 0.04% | 0.08% | 0.13% | Q2 2019 | Q3 2021 | 10 |
Point72 Middle East FZE | 4 | 4 | 0.01% | 0.07% | 0.19% | Q4 2022 | Q3 2023 | 10 |
Vantage Financial Partners Ltd., Inc. | 10 | 10 | 0.17% | 0.24% | 0.32% | Q2 2021 | Q3 2023 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Marshall Wace North America L.P. | 10 | 10 | 0.01% | 0.20% | 0.70% | Q2 2019 | Q3 2021 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.06% | 0.07% | 0.16% | Q2 2021 | Q3 2023 | 10 |
Newton One Investments LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Pallas Capital Advisors LLC | 10 | 10 | 0.03% | 0.41% | 0.64% | Q2 2021 | Q3 2023 | 10 |
Carroll Financial Associates, Inc. | 10 | 10 | 0.03% | 0.06% | 0.14% | Q3 2019 | Q4 2021 | 10 |
GRIMES & COMPANY, INC. | 6 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 10 |
Ten Capital Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Epoch Investment Partners, Inc. | 7 | 3 | 0.01% | 0.14% | 0.50% | Q2 2019 | Q3 2023 | 10 |
Cowen Prime Advisors LLC | 9 | 1 | 0.45% | 0.52% | 0.56% | Q2 2020 | Q2 2023 | 10 |
Mondrian Investment Partners LTD | 5 | 5 | 1.10% | 1.82% | 2.56% | Q4 2019 | Q3 2023 | 10 |
Ironwood Financial, llc | 10 | 10 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2021 | 10 |
World Asset Management Inc | 10 | 10 | 0.13% | 0.17% | 0.20% | Q2 2019 | Q3 2021 | 10 |
KLCM Advisors, Inc. | 7 | 3 | 0.05% | 1.96% | 3.79% | Q2 2019 | Q4 2021 | 10 |
Fieldpoint Private Securities, LLC | 7 | 3 | 0.02% | 0.05% | 0.15% | Q2 2019 | Q2 2022 | 10 |
MRJ CAPITAL INC | 7 | 3 | 0.19% | 0.97% | 1.76% | Q2 2019 | Q4 2021 | 10 |
SECURITY NATIONAL TRUST CO | 10 | 10 | 0.11% | 0.16% | 0.32% | Q2 2019 | Q3 2021 | 10 |
SIMON QUICK ADVISORS, LLC | 10 | 10 | 0.00% | 0.02% | 0.13% | Q4 2019 | Q1 2022 | 10 |
Sound View Wealth Advisors Group, LLC | 5 | 2 | 0.04% | 0.07% | 0.12% | Q2 2019 | Q1 2022 | 10 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 4 | 2 | 0.01% | 0.28% | 0.52% | Q2 2019 | Q1 2023 | 10 |
Koss-Olinger Consulting, LLC | 10 | 10 | 0.06% | 0.15% | 0.22% | Q1 2021 | Q2 2023 | 10 |
Syverson Strege & Co | 10 | 10 | 0.04% | 0.07% | 0.12% | Q4 2020 | Q1 2023 | 10 |
SEVEN EIGHT CAPITAL, LP | 5 | 1 | 0.08% | 0.50% | 1.01% | Q2 2019 | Q2 2023 | 10 |
Wealthcare Advisory Partners LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 10 |
Perigon Wealth Management, LLC | 4 | 3 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 10 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 10 | 10 | 0.03% | 0.05% | 0.06% | Q2 2019 | Q3 2021 | 10 |
Edgemoor Investment Advisors, Inc. | 6 | 4 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q1 2023 | 10 |
Pure Financial Advisors, LLC | 6 | 3 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q1 2022 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
EXCALIBUR MANAGEMENT CORP | 9 | 9 | 0.17% | 0.21% | 0.25% | Q3 2021 | Q3 2023 | 9 |
SG3 Management, LLC | 7 | 1 | 0.01% | 0.10% | 0.25% | Q1 2020 | Q2 2022 | 9 |
Boston Trust Walden Corp | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 9 |
JFS WEALTH ADVISORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 9 |
MBA Advisors LLC | 8 | 1 | 0.10% | 0.17% | 0.21% | Q2 2021 | Q3 2023 | 9 |
Princeton Portfolio Strategies Group LLC | 9 | 9 | 0.19% | 0.25% | 0.30% | Q2 2019 | Q2 2021 | 9 |
Western Wealth Management, LLC | 5 | 1 | 0.01% | 0.05% | 0.10% | Q2 2019 | Q1 2022 | 9 |
Grantham, Mayo, Van Otterloo & Co. LLC | 2 | 1 | 0.00% | 0.09% | 0.26% | Q4 2019 | Q2 2022 | 9 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 2 | 1 | 0.07% | 0.86% | 2.68% | Q4 2020 | Q2 2023 | 9 |
Jupiter Wealth Management LLC | 9 | 9 | 0.13% | 0.48% | 1.75% | Q3 2021 | Q3 2023 | 9 |
Ranch Capital Advisors Inc. | 9 | 9 | 0.05% | 0.10% | 0.23% | Q3 2019 | Q3 2021 | 9 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 9 | 9 | 0.00% | 0.01% | 0.07% | Q2 2020 | Q2 2022 | 9 |
Laurel Wealth Planning LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
FARMERS TRUST CO | 3 | 1 | 0.04% | 0.07% | 0.13% | Q2 2019 | Q3 2023 | 9 |
West Branch Capital LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
AMF Tjanstepension AB | 9 | 9 | 0.06% | 0.19% | 0.26% | Q2 2020 | Q2 2022 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.01% | 0.06% | 0.10% | Q2 2021 | Q3 2023 | 9 |
Homrich & Berg | 6 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2021 | 9 |
Parsec Financial Management, Inc. | 6 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q1 2023 | 9 |
WASHINGTON CAPITAL MANAGEMENT, INC | 9 | 9 | 0.82% | 1.24% | 1.87% | Q1 2021 | Q1 2023 | 9 |
QS Investors, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2021 | 9 |
Nachman Norwood & Parrott, Inc | 9 | 9 | 0.06% | 0.10% | 0.19% | Q2 2019 | Q2 2021 | 9 |
Renaissance Technologies | 4 | 2 | 0.01% | 0.05% | 0.11% | Q2 2019 | Q3 2022 | 9 |
Liontrust Investment Partners LLP | 8 | 1 | 0.03% | 0.04% | 0.08% | Q4 2020 | Q2 2023 | 9 |
Cowen Prime Services LLC | 9 | 9 | 0.39% | 0.77% | 1.70% | Q2 2019 | Q2 2021 | 9 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 5 | 4 | 0.01% | 0.06% | 0.20% | Q2 2019 | Q3 2023 | 9 |
USCA RIA LLC | 9 | 9 | 0.06% | 0.09% | 0.15% | Q2 2019 | Q2 2021 | 9 |
Herold Advisors, Inc. | 9 | 9 | 0.08% | 0.10% | 0.13% | Q3 2021 | Q3 2023 | 9 |
Nelson Capital Management, LLC | 8 | 1 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 9 |
Bath Savings Trust Co | 3 | 2 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 9 |
REILLY FINANCIAL ADVISORS, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 9 |
Lumature Wealth Partners, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
Blueshift Asset Management, LLC | 8 | 1 | 0.02% | 0.23% | 0.53% | Q2 2020 | Q3 2022 | 9 |
Cipher Capital LP | 6 | 1 | 0.06% | 0.31% | 0.86% | Q2 2019 | Q4 2022 | 9 |
Jade Capital Advisors, LLC | 5 | 4 | 0.49% | 1.83% | 5.63% | Q4 2019 | Q1 2022 | 9 |
SMITH ASSET MANAGEMENT GROUP LP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 9 |
PrairieView Partners, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Essex LLC | 9 | 9 | 0.26% | 0.31% | 0.36% | Q3 2021 | Q3 2023 | 9 |
Aspen Investment Management Inc | 9 | 9 | 0.18% | 0.26% | 0.33% | Q2 2019 | Q2 2021 | 9 |
PICTET ASSET MANAGEMENT LTD | 9 | 9 | 0.02% | 0.04% | 0.05% | Q2 2019 | Q2 2021 | 9 |
Columbia Asset Management | 8 | 1 | 0.02% | 0.48% | 0.84% | Q2 2019 | Q3 2022 | 9 |
ORRSTOWN FINANCIAL SERVICES INC | 6 | 3 | 0.35% | 0.48% | 0.98% | Q2 2019 | Q3 2021 | 9 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 9 | 9 | 0.00% | 0.05% | 0.12% | Q2 2019 | Q2 2021 | 9 |
Grace Capital | 9 | 9 | 0.17% | 0.23% | 0.28% | Q4 2019 | Q4 2021 | 9 |
Knoll Capital Management, LLC | 9 | 9 | 0.45% | 0.91% | 1.96% | Q2 2019 | Q2 2021 | 9 |
Ulysses Management LLC | 4 | 1 | 0.06% | 0.10% | 0.16% | Q4 2019 | Q3 2022 | 9 |
BP PLC | 9 | 9 | 0.04% | 0.11% | 0.20% | Q2 2019 | Q2 2021 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
ONTARIO TEACHERS PENSION PLAN BOARD | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 9 |
Robeco Schweiz AG | 9 | 9 | 0.29% | 0.47% | 0.67% | Q2 2019 | Q2 2021 | 9 |
Disciplined Investments, LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 9 |
JARISLOWSKY, FRASER Ltd | 9 | 9 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q2 2021 | 9 |
Valley Brook Capital Group, Inc. | 4 | 2 | 0.17% | 0.21% | 0.25% | Q4 2020 | Q3 2023 | 9 |
LOOMIS SAYLES & CO L P | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2022 | 9 |
Baker Avenue Asset Management, LP | 5 | 4 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 9 |
DOWLING & YAHNKE LLC | 5 | 3 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q4 2021 | 8 |
Firestone Capital Management | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q3 2021 | 8 |
Sageworth Trust Co | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 8 |
TI-TRUST, INC | 8 | 8 | 0.45% | 0.54% | 0.59% | Q4 2021 | Q3 2023 | 8 |
Houlihan Financial Resource Group, Ltd. | 5 | 1 | 0.02% | 0.26% | 0.35% | Q4 2019 | Q3 2023 | 8 |
CYPRESS ASSET MANAGEMENT INC/TX | 6 | 2 | 0.06% | 0.11% | 0.23% | Q2 2019 | Q1 2022 | 8 |
Alterity Financial Group, LLC | 6 | 1 | 0.59% | 0.70% | 0.84% | Q1 2021 | Q3 2023 | 8 |
JACKSON SQUARE CAPITAL, LLC | 5 | 1 | 0.09% | 0.19% | 0.33% | Q2 2020 | Q3 2023 | 8 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 0.37% | 0.42% | 0.49% | Q4 2021 | Q3 2023 | 8 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 8 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 8 | 8 | 0.03% | 0.06% | 0.14% | Q2 2019 | Q1 2021 | 8 |
Modera Wealth Management, LLC | 8 | 8 | 0.04% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Capital International, Inc./CA/ | 8 | 8 | 0.02% | 0.07% | 0.26% | Q2 2019 | Q1 2021 | 8 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.13% | 0.37% | Q2 2019 | Q2 2023 | 8 |
Capital International Investors | 8 | 8 | 0.02% | 0.17% | 0.37% | Q2 2019 | Q1 2021 | 8 |
Boltwood Capital Management | 6 | 2 | 0.08% | 0.12% | 0.21% | Q3 2019 | Q1 2022 | 8 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 6 | 2 | 0.04% | 1.13% | 1.71% | Q1 2021 | Q3 2023 | 8 |
LSV ASSET MANAGEMENT | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 8 |
Brookfield Asset Management | 4 | 2 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q2 2023 | 8 |
Aristotle Capital Management, LLC | 6 | 2 | 0.00% | 0.04% | 0.16% | Q2 2019 | Q1 2022 | 8 |
Lenox Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
Alexandria Capital, LLC | 5 | 3 | 0.02% | 0.04% | 0.08% | Q2 2019 | Q2 2021 | 8 |
BBVA USA Bancshares, Inc. | 8 | 8 | 0.02% | 0.03% | 0.06% | Q2 2019 | Q1 2021 | 8 |
PGGM Investments | 5 | 3 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 8 |
Yakira Capital Management, Inc. | 8 | 8 | 0.07% | 0.71% | 1.44% | Q4 2019 | Q3 2021 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q2 2023 | 8 |
Miracle Mile Advisors, LLC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
PATHSTONE FAMILY OFFICE, LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 8 |
CAPITAL INTERNATIONAL LTD /CA/ | 8 | 8 | 0.11% | 0.27% | 0.62% | Q2 2019 | Q1 2021 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Kepos Capital LP | 6 | 2 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CALIFORNIA FIRST LEASING CORP | 8 | 8 | 1.98% | 2.69% | 3.92% | Q4 2021 | Q3 2023 | 8 |
Gulf International Bank (UK) Ltd | 8 | 8 | 0.09% | 0.10% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Cranbrook Wealth Management, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 8 |
Sullivan, Bruyette, Speros & Blaney, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q1 2021 | 8 |
EAGLE ASSET MANAGEMENT INC | 6 | 1 | 0.00% | 0.02% | 0.16% | Q2 2019 | Q1 2023 | 8 |
Echo Street Capital Management LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2023 | 8 |
St. Johns Investment Management Company, LLC | 8 | 8 | 0.03% | 0.26% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Industrial Alliance Investment Management Inc. | 8 | 8 | 0.03% | 0.22% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Foyston, Gordon, & Payne Inc | 8 | 8 | 0.51% | 0.95% | 1.64% | Q2 2019 | Q1 2021 | 8 |
Maven Securities LTD | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 8 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 8 | 8 | 0.07% | 0.20% | 0.41% | Q2 2019 | Q1 2021 | 8 |
HORIZON BANCORP INC /IN/ | 4 | 4 | 0.00% | 0.04% | 0.20% | Q4 2019 | Q3 2023 | 8 |
WealthPLAN Partners, LLC | 3 | 2 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q2 2023 | 8 |
Empire Life Investments Inc. | 8 | 8 | 0.26% | 1.36% | 2.80% | Q2 2019 | Q1 2021 | 8 |
Financial Enhancement Group LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2022 | 8 |
SUN LIFE FINANCIAL INC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2021 | 8 |
AMUNDI ASSET MANAGEMENT US, INC. | 8 | 8 | 0.04% | 0.09% | 0.16% | Q2 2019 | Q1 2021 | 8 |
Optimal Asset Management, Inc. | 8 | 8 | 0.06% | 0.11% | 0.18% | Q4 2019 | Q3 2021 | 8 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 8 | 8 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q1 2021 | 8 |
Teza Capital Management LLC | 4 | 1 | 0.10% | 0.51% | 1.12% | Q2 2019 | Q1 2023 | 8 |
Regal Wealth Group, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2021 | 8 |
GMT CAPITAL CORP | 5 | 3 | 0.57% | 3.48% | 6.33% | Q1 2020 | Q1 2022 | 8 |
Ziegler Capital Management, LLC | 8 | 8 | 0.02% | 0.24% | 0.29% | Q1 2020 | Q4 2021 | 8 |
STONERIDGE INVESTMENT PARTNERS LLC | 6 | 2 | 0.18% | 0.55% | 0.93% | Q3 2019 | Q4 2021 | 8 |
CSat Investment Advisory, L.P. | 8 | 8 | 0.01% | 0.04% | 0.06% | Q2 2019 | Q1 2021 | 8 |
Bridge Creek Capital Management LLC | 7 | 1 | 0.44% | 0.54% | 0.71% | Q2 2019 | Q3 2023 | 8 |
TERRIL BROTHERS, INC. | 8 | 8 | 0.12% | 0.23% | 0.73% | Q2 2019 | Q1 2021 | 8 |
WEALTHSOURCE PARTNERS, LLC | 6 | 2 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 8 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 4 | 2 | 0.12% | 0.38% | 0.59% | Q2 2019 | Q3 2023 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.09% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Centiva Capital, LP | 2 | 1 | 0.01% | 0.77% | 3.30% | Q4 2019 | Q2 2023 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.02% | 0.07% | 0.16% | Q4 2021 | Q3 2023 | 8 |
OPPENHEIMER ASSET MANAGEMENT INC. | 8 | 8 | 0.02% | 0.12% | 0.19% | Q2 2019 | Q1 2021 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.11% | 0.14% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Quantitative Investment Management, LLC | 4 | 1 | 0.10% | 0.23% | 0.77% | Q3 2019 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Tevis Investment Management | 8 | 8 | 1.43% | 1.93% | 2.45% | Q4 2021 | Q3 2023 | 8 |
Capital Bank & Trust Co | 8 | 8 | 0.01% | 0.01% | 0.04% | Q2 2019 | Q1 2021 | 8 |
Gs Investments, Inc. | 8 | 8 | 1.06% | 2.27% | 5.61% | Q3 2020 | Q2 2022 | 8 |
Neo Ivy Capital Management | 4 | 1 | 0.08% | 0.38% | 0.96% | Q3 2020 | Q2 2023 | 8 |
Virtu Financial LLC | 3 | 1 | 0.02% | 0.08% | 0.19% | Q2 2019 | Q2 2022 | 8 |
Mystic Asset Management, Inc. | 8 | 8 | 0.32% | 0.35% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.17% | 0.23% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Richwood Investment Advisors, LLC | 8 | 8 | 0.30% | 0.33% | 0.37% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Concorde Financial Corp | 8 | 8 | 0.76% | 2.33% | 3.99% | Q4 2021 | Q3 2023 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.07% | 0.13% | Q4 2019 | Q3 2023 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Banco de Sabadell, S.A | 8 | 8 | 0.21% | 0.40% | 0.70% | Q2 2019 | Q1 2021 | 8 |
Wealthstreet Investment Advisors, LLC | 8 | 8 | 0.09% | 0.17% | 0.42% | Q2 2019 | Q1 2021 | 8 |
LGT Group Foundation | 8 | 8 | 0.03% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Voya Financial Advisors, Inc. | 8 | 8 | 0.02% | 0.03% | 0.06% | Q2 2019 | Q1 2021 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.13% | 0.16% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Confluence Wealth Services, Inc. | 8 | 8 | 0.18% | 0.27% | 0.37% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.04% | 0.07% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.00% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 8 |
WESTWOOD HOLDINGS GROUP INC | 4 | 1 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.64% | 0.71% | 0.81% | Q4 2021 | Q3 2023 | 8 |
1620 INVESTMENT ADVISORS, INC. | 8 | 8 | 0.38% | 0.42% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Hedges Asset Management LLC | 8 | 8 | 1.23% | 1.41% | 1.53% | Q4 2021 | Q3 2023 | 8 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.04% | 0.25% | 0.67% | Q4 2019 | Q1 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.10% | 0.12% | 0.13% | Q4 2021 | Q3 2023 | 8 |
LS Investment Advisors, LLC | 8 | 8 | 0.05% | 0.10% | 0.13% | Q2 2019 | Q1 2021 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Rock Creek Group, LP | 8 | 8 | 0.00% | 0.03% | 0.12% | Q3 2020 | Q2 2022 | 8 |
CONNABLE OFFICE INC | 8 | 8 | 0.17% | 0.30% | 0.43% | Q2 2019 | Q1 2021 | 8 |
Mill Capital Management, LLC | 8 | 8 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Sandbar Asset Management LLP | 2 | 1 | 1.60% | 2.43% | 3.51% | Q2 2019 | Q3 2023 | 8 |
DMC Group, LLC | 8 | 8 | 0.46% | 0.56% | 0.66% | Q4 2021 | Q3 2023 | 8 |
StoneX Group Inc. | 5 | 1 | 0.04% | 0.10% | 0.22% | Q2 2019 | Q3 2022 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Knott David M Jr | 8 | 8 | 0.24% | 0.28% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Old North State Trust, LLC | 3 | 1 | 0.02% | 0.07% | 0.18% | Q2 2019 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q1 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Wahed Invest LLC | 8 | 8 | 0.17% | 0.21% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Roberts Wealth Advisors, LLC | 4 | 4 | 0.84% | 1.03% | 1.18% | Q3 2021 | Q3 2023 | 8 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 2 | 0.01% | 0.14% | 0.19% | Q3 2020 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 8 |
Human Investing LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2021 | 8 |
New World Advisors LLC | 8 | 8 | 0.11% | 0.13% | 0.16% | Q3 2021 | Q2 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Connectus Wealth, LLC | 8 | 8 | 0.01% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 8 |
TWINBEECH CAPITAL LP | 5 | 3 | 0.36% | 0.67% | 1.06% | Q4 2019 | Q2 2022 | 8 |
WHALEROCK POINT PARTNERS, LLC | 4 | 1 | 0.08% | 0.19% | 0.42% | Q2 2019 | Q3 2021 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Curi Wealth Management, LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 8 |
Sierra Capital LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.01% | 0.06% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.07% | 0.24% | 0.32% | Q1 2021 | Q3 2022 | 7 |
SAYA MANAGEMENT LP | 6 | 1 | 4.02% | 13.53% | 20.14% | Q1 2020 | Q2 2022 | 7 |
D'Orazio & Associates, Inc. | 5 | 2 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2021 | 7 |
&PARTNERS | 7 | 7 | 0.13% | 0.15% | 0.17% | Q1 2022 | Q3 2023 | 7 |
Pinnacle Bancorp, Inc. | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
FIRST MERCANTILE TRUST CO | 7 | 7 | 0.04% | 0.06% | 0.08% | Q2 2019 | Q4 2020 | 7 |
Itau Unibanco Holding S.A. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 7 |
Pearl River Capital, LLC | 4 | 1 | 0.17% | 0.40% | 0.80% | Q2 2019 | Q3 2023 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.06% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
FIRST AMERICAN TRUST, FSB | 7 | 7 | 0.53% | 0.69% | 1.13% | Q4 2019 | Q2 2021 | 7 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2021 | 7 |
Graypoint LLC | 7 | 7 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q2 2023 | 7 |
Family Legacy, Inc. | 7 | 7 | 0.22% | 0.33% | 0.56% | Q2 2019 | Q4 2020 | 7 |
Quantitative Systematic Strategies LLC | 7 | 7 | 0.20% | 0.36% | 0.50% | Q4 2019 | Q2 2021 | 7 |
Beta Wealth Group, Inc. | 7 | 7 | 0.16% | 0.50% | 2.24% | Q1 2022 | Q3 2023 | 7 |
Stuart Chaussee & Associates, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
Ledyard National Bank | 4 | 3 | 0.02% | 0.04% | 0.07% | Q2 2019 | Q4 2021 | 7 |
Quadrature Capital Ltd | 2 | 1 | 0.02% | 0.27% | 1.18% | Q2 2019 | Q2 2023 | 7 |
MITCHELL CAPITAL MANAGEMENT CO | 7 | 7 | 0.31% | 0.46% | 0.69% | Q3 2020 | Q1 2022 | 7 |
Berkeley Capital Partners, LLC | 3 | 2 | 0.09% | 0.12% | 0.15% | Q3 2019 | Q1 2022 | 7 |
Interchange Capital Partners, LLC | 3 | 2 | 0.12% | 0.24% | 0.38% | Q4 2020 | Q2 2023 | 7 |
JEPPSON WEALTH MANAGEMENT, LLC | 6 | 1 | 0.03% | 0.10% | 0.13% | Q3 2020 | Q3 2023 | 7 |
TrinityPoint Wealth, LLC | 7 | 7 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q3 2022 | 7 |
S.E.E.D. Planning Group LLC | 7 | 7 | 0.20% | 0.50% | 0.99% | Q2 2020 | Q4 2021 | 7 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 4 | 3 | 0.00% | 0.05% | 0.13% | Q2 2019 | Q3 2023 | 7 |
Burt Wealth Advisors | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2020 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q4 2021 | 7 |
DAVIDSON INVESTMENT ADVISORS | 7 | 7 | 0.49% | 0.70% | 0.95% | Q2 2019 | Q4 2020 | 7 |
Evolution Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 7 |
Trexquant Investment LP | 2 | 1 | 0.02% | 0.24% | 0.48% | Q3 2019 | Q2 2022 | 7 |
Marcum Wealth, LLC | 5 | 1 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 7 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 2 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q1 2023 | 7 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 5 | 2 | 0.08% | 0.13% | 0.18% | Q3 2019 | Q3 2021 | 7 |
Lombard Odier Asset Management (USA) Corp | 4 | 2 | 0.24% | 0.71% | 1.49% | Q3 2019 | Q1 2023 | 7 |
Waverton Investment Management Ltd | 7 | 7 | 0.22% | 2.81% | 3.82% | Q4 2021 | Q2 2023 | 7 |
Well Done, LLC | 4 | 1 | 0.05% | 0.06% | 0.07% | Q3 2019 | Q3 2021 | 7 |
Iowa State Bank | 4 | 3 | 0.10% | 0.45% | 0.61% | Q2 2019 | Q3 2023 | 7 |
Amplius Wealth Advisors, LLC | 6 | 1 | 0.01% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 7 |
NORTHSTAR ASSET MANAGEMENT LLC | 4 | 1 | 0.05% | 0.09% | 0.20% | Q2 2019 | Q3 2023 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
WEXFORD CAPITAL LP | 3 | 2 | 0.05% | 0.84% | 2.00% | Q3 2020 | Q1 2023 | 7 |
Savior LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 7 |
Olstein Capital Management, L.P. | 7 | 7 | 0.73% | 1.04% | 1.26% | Q2 2019 | Q4 2020 | 7 |
DUALITY ADVISERS, LP | 4 | 1 | 0.03% | 0.51% | 0.99% | Q3 2019 | Q1 2022 | 7 |
Roundview Capital LLC | 6 | 1 | 0.02% | 0.19% | 0.40% | Q2 2019 | Q3 2021 | 7 |
Steward Financial Group LLC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
SALEM CAPITAL MANAGEMENT INC | 7 | 7 | 1.67% | 2.22% | 2.59% | Q2 2019 | Q4 2020 | 7 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q4 2020 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q1 2021 | 7 |
CAPE COD FIVE CENTS SAVINGS BANK | 7 | 7 | 0.03% | 0.05% | 0.09% | Q2 2019 | Q4 2020 | 7 |
JENNISON ASSOCIATES LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Ergoteles LLC | 4 | 1 | 0.01% | 0.32% | 1.40% | Q3 2020 | Q1 2023 | 7 |
NuWave Investment Management, LLC | 4 | 1 | 0.01% | 0.13% | 0.32% | Q2 2019 | Q2 2022 | 7 |
Rock Point Advisors, LLC | 3 | 2 | 0.06% | 0.08% | 0.10% | Q2 2019 | Q1 2022 | 7 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.05% | 0.07% | 0.09% | Q2 2019 | Q4 2020 | 7 |
Guardian Wealth Management, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q2 2023 | 7 |
Aperio Group, LLC | 7 | 7 | 0.04% | 0.07% | 0.10% | Q2 2019 | Q4 2020 | 7 |
GUYASUTA INVESTMENT ADVISORS INC | 4 | 1 | 0.01% | 0.11% | 0.63% | Q2 2019 | Q3 2023 | 7 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 5 | 1 | 0.00% | 0.03% | 0.14% | Q2 2020 | Q1 2023 | 7 |
NVWM, LLC | 7 | 7 | 0.00% | 0.15% | 0.38% | Q1 2021 | Q3 2022 | 7 |
Investors Financial Group, LLC | 7 | 7 | 0.32% | 0.57% | 0.68% | Q2 2020 | Q4 2021 | 7 |
Pictet North America Advisors SA | 3 | 2 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q1 2022 | 7 |
MASON STREET ADVISORS, LLC | 7 | 7 | 0.08% | 0.13% | 0.17% | Q2 2019 | Q4 2020 | 7 |
IHT Wealth Management, LLC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 7 |
FORT PITT CAPITAL GROUP, LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2021 | 7 |
Independence Bank of Kentucky | 7 | 7 | 0.11% | 0.19% | 0.24% | Q1 2022 | Q3 2023 | 7 |
Rikoon Group, LLC | 4 | 3 | 0.08% | 0.11% | 0.16% | Q2 2019 | Q1 2021 | 7 |
Byrne Asset Management LLC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q2 2023 | 7 |
Bay Harbor Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 7 |
AXS Investments LLC | 4 | 1 | 0.02% | 0.06% | 0.13% | Q1 2021 | Q3 2023 | 7 |
MUFG Securities EMEA plc | 7 | 7 | 0.20% | 0.38% | 0.78% | Q1 2020 | Q3 2021 | 7 |
Winslow, Evans & Crocker, Inc. | 7 | 7 | 0.03% | 0.05% | 0.08% | Q2 2019 | Q4 2020 | 7 |
Cladis Investment Advisory, LLC | 4 | 3 | 0.25% | 0.27% | 0.30% | Q4 2021 | Q3 2023 | 7 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 7 | 7 | 0.15% | 0.44% | 1.07% | Q2 2019 | Q4 2020 | 7 |
Spouting Rock Asset Management, LLC | 5 | 1 | 0.14% | 0.33% | 0.50% | Q4 2019 | Q1 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.09% | 0.15% | 0.17% | Q1 2022 | Q3 2023 | 7 |
STEPH & CO | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
LINCLUDEN MANAGEMENT LTD | 7 | 7 | 0.23% | 0.37% | 0.49% | Q2 2019 | Q4 2020 | 7 |
Eagle Ridge Investment Management | 4 | 1 | 0.03% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 7 |
TCF National Bank | 7 | 7 | 1.83% | 2.73% | 3.82% | Q3 2019 | Q1 2021 | 7 |
Pinnacle Wealth Planning Services, Inc. | 4 | 1 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.17% | 0.21% | 0.24% | Q4 2021 | Q3 2023 | 7 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2020 | 7 |
Strengthening Families & Communities, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.05% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q3 2023 | 7 |
MIZUHO MARKETS AMERICAS LLC | 3 | 3 | 0.00% | 1.40% | 8.14% | Q4 2022 | Q2 2023 | 6 |
First Allied Advisory Services, Inc. | 6 | 6 | 0.02% | 0.05% | 0.08% | Q2 2019 | Q3 2020 | 6 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 6 | 6 | 1.17% | 1.46% | 2.01% | Q2 2019 | Q3 2020 | 6 |
AIA Group Ltd | 5 | 1 | 0.01% | 0.03% | 0.10% | Q4 2020 | Q3 2022 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Bridgewater Advisors Inc. | 6 | 6 | 0.09% | 0.16% | 0.31% | Q1 2021 | Q2 2022 | 6 |
Benson Investment Management Company, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
JET CAPITAL INVESTORS L P | 3 | 2 | 0.58% | 6.03% | 13.31% | Q2 2020 | Q1 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.06% | 0.10% | 0.12% | Q2 2022 | Q3 2023 | 6 |
Bangor Savings Bank | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
OAKVIEW CAPITAL MANAGEMENT, L.P. | 6 | 6 | 3.54% | 4.51% | 5.45% | Q2 2019 | Q3 2020 | 6 |
TFO Wealth Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Fulcrum Asset Management LLP | 5 | 1 | 0.28% | 0.73% | 1.30% | Q3 2020 | Q1 2022 | 6 |
Sessa Capital IM, L.P. | 5 | 1 | 0.84% | 9.30% | 16.12% | Q2 2019 | Q1 2021 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 1.16% | 1.49% | 1.82% | Q2 2022 | Q3 2023 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Notis-McConarty Edward | 3 | 3 | 0.11% | 0.14% | 0.20% | Q2 2019 | Q4 2020 | 6 |
WBH ADVISORY INC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 6 |
Quantamental Technologies LLC | 3 | 1 | 0.18% | 0.53% | 1.64% | Q4 2019 | Q3 2022 | 6 |
Lombard Odier Asset Management (Europe) Ltd | 4 | 1 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q1 2021 | 6 |
Ferris Capital, LLC | 3 | 3 | 0.07% | 0.17% | 0.31% | Q2 2019 | Q4 2020 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
LAKE STREET ADVISORS GROUP, LLC | 5 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q2 2021 | 6 |
LifePlan Financial Group, Inc | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2020 | 6 |
Wagner Wealth Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 6 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.04% | 0.32% | 1.08% | Q4 2020 | Q3 2023 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.05% | 0.06% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Chesapeake Wealth Management | 5 | 1 | 0.10% | 0.13% | 0.15% | Q2 2019 | Q3 2023 | 6 |
Ameritas Investment Company, LLC | 3 | 3 | 0.01% | 0.03% | 0.08% | Q3 2019 | Q3 2021 | 6 |
CADENCE CAPITAL MANAGEMENT LLC | 6 | 6 | 0.08% | 0.14% | 0.22% | Q2 2019 | Q3 2020 | 6 |
HRT FINANCIAL LP | 2 | 1 | 0.01% | 0.12% | 0.39% | Q1 2020 | Q1 2023 | 6 |
Laidlaw Wealth Management LLC | 6 | 6 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q1 2022 | 6 |
CLARK ESTATES INC/NY | 3 | 3 | 0.85% | 2.42% | 3.82% | Q2 2019 | Q4 2020 | 6 |
G&S Capital LLC | 4 | 2 | 0.01% | 0.57% | 1.70% | Q2 2019 | Q4 2020 | 6 |
Certified Advisory Corp | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2021 | 6 |
JACOBS & CO/CA | 3 | 3 | 0.02% | 0.04% | 0.05% | Q2 2019 | Q2 2021 | 6 |
M Holdings Securities, Inc. | 5 | 1 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2023 | 6 |
Albar Capital Ltd | 3 | 1 | 0.87% | 4.48% | 14.71% | Q1 2020 | Q3 2023 | 6 |
TOWERVIEW LLC | 6 | 6 | 0.43% | 0.59% | 0.85% | Q2 2019 | Q3 2020 | 6 |
Czech National Bank | 6 | 6 | 0.08% | 0.09% | 0.11% | Q3 2022 | Q4 2023 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 0.00% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.02% | 0.05% | 0.15% | Q4 2019 | Q1 2021 | 6 |
JMAC ENTERPRISES LLC | 3 | 3 | 0.06% | 0.08% | 0.18% | Q4 2021 | Q2 2023 | 6 |
Farmers & Merchants Trust Co of Long Beach | 4 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q3 2023 | 6 |
FIRST MIDWEST BANK TRUST DIVISION | 3 | 1 | 0.03% | 0.04% | 0.06% | Q2 2019 | Q4 2021 | 6 |
BTG Pactual Global Asset Management Ltd | 2 | 2 | 0.01% | 0.10% | 0.24% | Q2 2022 | Q3 2022 | 6 |
Braun-Bostich & Associates Inc. | 4 | 1 | 0.03% | 0.05% | 0.07% | Q2 2019 | Q4 2021 | 6 |
Brown Advisory Securities, LLC | 3 | 3 | 0.04% | 0.09% | 0.21% | Q2 2019 | Q2 2021 | 6 |
FORA Capital, LLC | 2 | 1 | 0.03% | 0.16% | 0.44% | Q4 2019 | Q4 2022 | 6 |
FNY Investment Advisers, LLC | 2 | 1 | 0.00% | 0.26% | 1.10% | Q2 2019 | Q4 2020 | 6 |
PFG Private Wealth Management, LLC | 6 | 6 | 0.00% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 6 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 6 |
GODSEY & GIBB, INC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
GIRARD PARTNERS LTD. | 3 | 3 | 0.02% | 0.06% | 0.15% | Q2 2019 | Q2 2023 | 6 |
Schubert & Co | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Bell Rock Capital LLC | 3 | 1 | 0.09% | 0.34% | 0.57% | Q2 2019 | Q3 2022 | 6 |
Professional Financial Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 6 |
AGF Investments LLC | 3 | 3 | 0.06% | 0.09% | 0.16% | Q3 2019 | Q4 2021 | 6 |
Quantinno Capital Management LP | 4 | 2 | 0.02% | 0.10% | 0.30% | Q2 2019 | Q3 2023 | 6 |
Humankind Investments LLC | 6 | 6 | 0.14% | 0.17% | 0.19% | Q2 2022 | Q3 2023 | 6 |
Capital World Investors | 6 | 6 | 0.04% | 0.33% | 0.76% | Q2 2019 | Q3 2020 | 6 |
SHUFRO ROSE & CO LLC | 6 | 6 | 0.26% | 0.31% | 0.45% | Q3 2019 | Q4 2020 | 6 |
Birch Hill Investment Advisors LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q4 2020 | 6 |
Klaas Financial Asset Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Alpha Paradigm Partners, LLC | 4 | 1 | 0.01% | 0.07% | 0.12% | Q1 2021 | Q4 2022 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.05% | 0.28% | 0.52% | Q2 2020 | Q3 2021 | 6 |
Delos Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
44 WEALTH MANAGEMENT LLC | 6 | 6 | 0.08% | 0.17% | 0.27% | Q4 2020 | Q1 2022 | 6 |
Lombard Odier Asset Management (Switzerland) SA | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q4 2021 | 6 |
Standard Family Office LLC | 3 | 1 | 0.00% | 0.10% | 0.60% | Q4 2020 | Q3 2022 | 6 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 3 | 3 | 0.12% | 0.16% | 0.23% | Q2 2019 | Q4 2020 | 6 |
TRUST CO OF VIRGINIA /VA | 3 | 1 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 6 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 2 | 0.02% | 0.29% | 0.78% | Q3 2019 | Q3 2021 | 6 |
Stockman Wealth Management, Inc. | 6 | 6 | 0.56% | 0.68% | 0.81% | Q2 2019 | Q3 2020 | 6 |
Trust Co of Kansas | 5 | 1 | 0.11% | 0.13% | 0.14% | Q1 2021 | Q3 2023 | 6 |
BONNESS ENTERPRISES INC | 6 | 6 | 0.60% | 0.90% | 1.15% | Q2 2019 | Q3 2020 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q1 2022 | 6 |
Krilogy Financial LLC | 5 | 1 | 0.06% | 0.11% | 0.16% | Q1 2022 | Q3 2023 | 6 |
Ashburton (Jersey) Ltd | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2020 | 6 |
Grove Bank & Trust | 4 | 2 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 6 |
SHINE INVESTMENT ADVISORY SERVICES INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2020 | 6 |
Artisan Partners Limited Partnership | 6 | 6 | 0.05% | 0.07% | 0.10% | Q2 2019 | Q3 2020 | 6 |
Oliver Luxxe Assets LLC | 6 | 6 | 0.56% | 0.60% | 0.69% | Q4 2020 | Q1 2022 | 6 |
Evermore Global Advisors, LLC | 4 | 4 | 0.60% | 1.66% | 2.75% | Q2 2019 | Q1 2020 | 6 |
Wealthspire Advisors, L.P. | 6 | 6 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q3 2020 | 6 |
FIRST QUADRANT LLC/CA | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2020 | 6 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2020 | 6 |
Rampart Investment Management Company, LLC | 6 | 6 | 0.09% | 0.30% | 0.40% | Q2 2019 | Q3 2020 | 6 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 6 |
ARGI Investment Services, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2020 | 6 |
OPSEU Pension Plan Trust Fund | 6 | 6 | 0.18% | 0.24% | 0.36% | Q2 2021 | Q3 2022 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Bayesian Capital Management, LP | 2 | 1 | 0.08% | 0.19% | 0.31% | Q2 2019 | Q2 2023 | 6 |
Temasek Holdings (Private) Ltd | 6 | 6 | 0.47% | 0.73% | 1.00% | Q2 2019 | Q3 2020 | 6 |
FRONTIER INVESTMENT MGMT CO | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q2 2020 | 5 |
BRISTOL JOHN W & CO INC /NY/ | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Crestline Management, LP | 3 | 1 | 0.22% | 0.48% | 0.66% | Q2 2021 | Q4 2022 | 5 |
Addenda Capital Inc. | 5 | 5 | 0.22% | 0.27% | 0.30% | Q3 2022 | Q3 2023 | 5 |
Arnhold LLC | 5 | 5 | 0.07% | 0.11% | 0.15% | Q2 2019 | Q2 2020 | 5 |
Jump Financial, LLC | 2 | 1 | 0.02% | 0.10% | 0.24% | Q3 2020 | Q3 2023 | 5 |
First National Bank of Hutchinson | 5 | 5 | 0.18% | 0.22% | 0.30% | Q1 2021 | Q1 2022 | 5 |
Corsicana & Co. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 5 |
Cinctive Capital Management LP | 3 | 1 | 0.04% | 0.19% | 0.50% | Q2 2020 | Q2 2022 | 5 |
NN Investment Partners Holdings N.V. | 1 | 1 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q1 2022 | 5 |
Kessler Investment Group, LLC | 5 | 5 | 0.02% | 1.70% | 4.14% | Q3 2021 | Q3 2022 | 5 |
Rafferty Asset Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.07% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
First Bank & Trust | 5 | 5 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q2 2020 | 5 |
Greenwich Wealth Management LLC | 4 | 1 | 0.16% | 0.24% | 0.53% | Q2 2019 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
True Link Financial Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Selective Wealth Management, Inc. | 5 | 5 | 0.01% | 0.20% | 0.56% | Q2 2020 | Q2 2021 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 5 |
Venturi Wealth Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 5 |
Red Tortoise LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.09% | 0.30% | Q4 2020 | Q4 2021 | 5 |
GROUP ONE TRADING, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 5 |
Cedar Mountain Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2020 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.66% | 0.76% | 0.80% | Q4 2022 | Q4 2023 | 5 |
Diversified, LLC | 4 | 1 | 0.00% | 0.11% | 0.16% | Q4 2020 | Q3 2023 | 5 |
Capital International Sarl | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q4 2020 | 5 |
ASB Consultores, LLC | 5 | 5 | 0.13% | 0.20% | 0.25% | Q2 2022 | Q2 2023 | 5 |
Gyon Technologies Capital Management, LP | 3 | 1 | 0.07% | 0.29% | 0.62% | Q2 2021 | Q4 2022 | 5 |
STONNINGTON GROUP, LLC | 5 | 5 | 0.09% | 0.10% | 0.11% | Q1 2021 | Q1 2022 | 5 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.10% | 0.18% | 0.31% | Q2 2019 | Q1 2022 | 5 |
Skylands Capital, LLC | 5 | 5 | 0.06% | 0.09% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Hilltop Holdings Inc. | 3 | 2 | 0.04% | 0.09% | 0.14% | Q2 2019 | Q3 2023 | 5 |
DCM Advisors, LLC | 3 | 2 | 0.08% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 5 |
BAXTER BROS INC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Holowesko Partners Ltd. | 5 | 5 | 0.48% | 1.04% | 2.03% | Q4 2019 | Q4 2020 | 5 |
MOORE CAPITAL MANAGEMENT, LP | 3 | 1 | 0.10% | 0.24% | 0.54% | Q2 2019 | Q2 2020 | 5 |
Archford Capital Strategies, LLC | 4 | 1 | 0.01% | 0.08% | 0.12% | Q2 2019 | Q1 2022 | 5 |
JAMES INVESTMENT RESEARCH INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 5 |
Appian Way Asset Management LP | 3 | 1 | 1.14% | 3.35% | 5.29% | Q4 2019 | Q3 2021 | 5 |
Coppell Advisory Solutions LLC | 4 | 1 | 0.21% | 0.37% | 0.43% | Q4 2020 | Q3 2023 | 5 |
Marlowe Partners LP | 4 | 1 | 0.31% | 3.87% | 5.92% | Q2 2019 | Q3 2020 | 5 |
Creegan & Nassoura Financial Group, LLC | 5 | 5 | 0.39% | 0.45% | 0.58% | Q4 2019 | Q4 2020 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
DUBUQUE BANK & TRUST CO | 2 | 1 | 0.03% | 0.03% | 0.04% | Q3 2019 | Q1 2021 | 5 |
CEDAR CAPITAL, LLC | 3 | 2 | 0.10% | 0.14% | 0.16% | Q2 2019 | Q3 2020 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.08% | 0.11% | 0.16% | Q4 2021 | Q4 2022 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.06% | 0.12% | 0.36% | Q3 2022 | Q3 2023 | 5 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 3 | 2 | 0.02% | 0.08% | 0.16% | Q2 2019 | Q1 2022 | 5 |
Legacy Advisors, LLC | 5 | 5 | 0.24% | 0.31% | 0.37% | Q2 2019 | Q2 2020 | 5 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 4 | 1 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 5 |
Covalis Capital LLP | 3 | 1 | 1.34% | 1.75% | 2.34% | Q2 2021 | Q2 2023 | 5 |
American Trust | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 5 |
TRUEWEALTH LLC | 5 | 5 | 0.00% | 0.03% | 0.04% | Q2 2019 | Q2 2020 | 5 |
Weiss Asset Management LP | 2 | 1 | 0.07% | 0.20% | 0.41% | Q2 2020 | Q1 2023 | 5 |
SIGNET FINANCIAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.09% | 0.14% | Q2 2019 | Q4 2021 | 5 |
Elmwood Wealth Management, Inc. | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2021 | 5 |
Zenyatta Capital Management LP | 5 | 5 | 1.73% | 3.11% | 5.19% | Q4 2021 | Q4 2022 | 5 |
MACRO Consulting Group | 5 | 5 | 0.41% | 0.52% | 0.61% | Q2 2019 | Q2 2020 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Athena Investment Management | 4 | 1 | 0.16% | 0.17% | 0.19% | Q1 2022 | Q3 2023 | 5 |
Financial Architects, Inc | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2020 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Baron Wealth Management LLC | 5 | 5 | 0.13% | 0.15% | 0.18% | Q4 2022 | Q4 2023 | 5 |
Horan Capital Advisors, LLC. | 4 | 1 | 0.02% | 0.53% | 0.87% | Q2 2019 | Q3 2020 | 5 |
Psagot Value Holdings Ltd. / (Israel) | 5 | 5 | 0.01% | 0.44% | 0.73% | Q1 2022 | Q1 2023 | 5 |
PDT Partners, LLC | 4 | 1 | 0.14% | 0.27% | 0.35% | Q3 2019 | Q4 2021 | 5 |
Main Street Financial Solutions, LLC | 4 | 1 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 5 |
LCNB CORP | 3 | 1 | 0.10% | 0.21% | 0.33% | Q2 2019 | Q4 2021 | 5 |
Rodgers Brothers Inc. | 5 | 5 | 0.23% | 0.39% | 0.62% | Q2 2019 | Q2 2020 | 5 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2020 | 5 |
PICTON MAHONEY ASSET MANAGEMENT | 5 | 5 | 0.36% | 0.54% | 0.66% | Q2 2020 | Q2 2021 | 5 |
B. Riley Wealth Management, Inc. | 3 | 2 | 0.00% | 0.03% | 0.07% | Q2 2019 | Q2 2022 | 5 |
InterOcean Capital, LLC | 5 | 5 | 0.26% | 0.82% | 1.20% | Q2 2019 | Q2 2020 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
BRINKER CAPITAL INC | 5 | 5 | 0.16% | 0.21% | 0.26% | Q2 2019 | Q2 2020 | 5 |
Community Bank & Trust, Waco, Texas | 5 | 5 | 0.07% | 0.09% | 0.12% | Q2 2020 | Q2 2021 | 5 |
Lenox Wealth Management, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2020 | 5 |
Riverwater Partners LLC | 5 | 5 | 0.24% | 0.28% | 0.30% | Q4 2022 | Q4 2023 | 5 |
WINTON GROUP Ltd | 2 | 1 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q4 2021 | 5 |
Enterprise Bank & Trust Co | 5 | 5 | 0.24% | 0.28% | 0.32% | Q2 2022 | Q2 2023 | 5 |
Summit Financial, LLC | 4 | 1 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2022 | 5 |
Gibson Wealth Advisors LLC | 5 | 5 | 0.00% | 0.03% | 0.06% | Q4 2021 | Q4 2022 | 5 |
INVESTMENT PARTNERS, LTD. | 4 | 1 | 0.09% | 0.25% | 0.38% | Q2 2019 | Q3 2022 | 5 |
LEO BROKERAGE, LLC | 2 | 1 | 0.06% | 0.10% | 0.11% | Q3 2020 | Q2 2023 | 5 |
Salomon & Ludwin, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 5 |
Cohen Capital Management, Inc. | 3 | 2 | 0.05% | 0.07% | 0.09% | Q3 2019 | Q4 2020 | 5 |
NorthRock Partners, LLC | 4 | 1 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q4 2022 | 5 |
Alyeska Investment Group, L.P. | 2 | 1 | 0.11% | 0.30% | 0.55% | Q1 2021 | Q1 2023 | 5 |
CAXTON ASSOCIATES LP | 3 | 2 | 0.02% | 0.08% | 0.14% | Q3 2019 | Q3 2022 | 5 |
Broderick Brian C | 3 | 2 | 0.07% | 0.09% | 0.12% | Q2 2019 | Q4 2020 | 5 |
Aaron Wealth Advisors LLC | 4 | 1 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 5 |
9258 Wealth Management, LLC | 3 | 1 | 0.05% | 0.06% | 0.08% | Q4 2019 | Q4 2021 | 5 |
MADDEN SECURITIES Corp | 3 | 1 | 0.05% | 0.11% | 0.14% | Q4 2020 | Q4 2022 | 5 |
Meridian Wealth Management, LLC | 3 | 1 | 0.02% | 0.05% | 0.08% | Q2 2019 | Q4 2021 | 5 |
Pekin Hardy Strauss, Inc. | 3 | 2 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q3 2020 | 5 |
Atlantic Union Bankshares Corp | 3 | 2 | 0.02% | 0.16% | 0.28% | Q2 2019 | Q2 2021 | 5 |
NORTHEAST INVESTMENT MANAGEMENT | 3 | 1 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q2 2020 | 4 |
Palisade Asset Management, LLC | 3 | 1 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q4 2020 | 4 |
Prentice Wealth Management LLC | 3 | 1 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q2 2022 | 4 |
Filbrandt Wealth Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q4 2020 | 4 |
Surevest, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Campbell & CO Investment Adviser LLC | 2 | 2 | 0.06% | 0.16% | 0.27% | Q4 2021 | Q4 2022 | 4 |
DRW Securities, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Heritage Trust Co | 3 | 1 | 0.05% | 0.07% | 0.09% | Q2 2019 | Q2 2020 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Intercontinental Wealth Advisors, LLC | 3 | 1 | 0.01% | 0.02% | 0.06% | Q2 2019 | Q4 2020 | 4 |
CapWealth Advisors, LLC | 4 | 4 | 0.17% | 0.50% | 0.83% | Q3 2019 | Q2 2020 | 4 |
Versor Investments LP | 3 | 1 | 0.02% | 0.05% | 0.10% | Q2 2021 | Q1 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
Slocum, Gordon & Co LLP | 4 | 4 | 0.62% | 0.68% | 0.77% | Q4 2022 | Q3 2023 | 4 |
CALTON & ASSOCIATES, INC. | 3 | 1 | 0.06% | 0.08% | 0.10% | Q2 2019 | Q2 2020 | 4 |
Sciencast Management LP | 2 | 1 | 0.20% | 0.52% | 0.79% | Q4 2019 | Q1 2023 | 4 |
IAMS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.93% | 1.08% | 1.18% | Q4 2022 | Q3 2023 | 4 |
Rede Wealth, LLC | 3 | 1 | 0.11% | 0.12% | 0.14% | Q4 2020 | Q4 2021 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
MPS Loria Financial Planners, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2021 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 4 |
SPX Gestao de Recursos Ltda | 4 | 4 | 1.50% | 1.72% | 1.98% | Q4 2022 | Q3 2023 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 0.11% | 0.16% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Palogic Value Management, L.P. | 4 | 4 | 0.10% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Municipal Employees' Retirement System of Michigan | 4 | 4 | 0.01% | 0.03% | 0.07% | Q2 2019 | Q1 2020 | 4 |
Lake Point Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
Stone Ridge Asset Management LLC | 4 | 4 | 0.19% | 0.24% | 0.27% | Q2 2019 | Q1 2020 | 4 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.04% | 0.08% | 0.17% | Q3 2019 | Q3 2021 | 4 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.09% | 0.32% | 0.55% | Q2 2020 | Q3 2022 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
Perpetual Ltd | 3 | 1 | 0.13% | 0.42% | 1.20% | Q2 2019 | Q3 2023 | 4 |
Clearview Wealth Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
LCM Capital Management Inc | 3 | 1 | 0.16% | 0.17% | 0.19% | Q4 2021 | Q3 2023 | 4 |
PIEDMONT INVESTMENT ADVISORS INC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q1 2020 | 4 |
Osborn Williams & Donohoe LLC | 4 | 4 | 0.09% | 0.11% | 0.13% | Q2 2019 | Q1 2020 | 4 |
Blackhawk Capital Partners LLC. | 4 | 4 | 0.93% | 1.30% | 1.46% | Q2 2019 | Q1 2020 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
PARK AVENUE SECURITIES LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 4 |
STABLEFORD CAPITAL II LLC | 2 | 2 | 0.23% | 0.32% | 0.39% | Q2 2019 | Q1 2021 | 4 |
CARLSON CAPITAL L P | 4 | 4 | 0.42% | 0.62% | 0.90% | Q3 2019 | Q2 2020 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2020 | Q3 2021 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
BENJAMIN EDWARDS INC | 2 | 1 | 0.00% | 0.04% | 0.14% | Q2 2019 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
New England Research & Management, Inc. | 4 | 4 | 0.25% | 0.35% | 0.43% | Q1 2022 | Q4 2022 | 4 |
BMT Investment Advisors | 4 | 4 | 0.53% | 0.65% | 0.72% | Q2 2019 | Q1 2020 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
NUANCE INVESTMENTS, LLC | 4 | 4 | 0.29% | 0.44% | 0.62% | Q3 2022 | Q2 2023 | 4 |
Legacy Trust | 4 | 4 | 0.99% | 1.05% | 1.12% | Q4 2022 | Q3 2023 | 4 |
Great Lakes Retirement, Inc. | 4 | 4 | 0.21% | 0.23% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Pentwater Capital Management LP | 4 | 4 | 0.01% | 0.57% | 2.05% | Q2 2020 | Q1 2021 | 4 |
LMR Partners LLP | 1 | 1 | 0.00% | 1.34% | 3.35% | Q4 2019 | Q1 2022 | 4 |
Cerebellum GP, LLC | 3 | 1 | 0.29% | 0.29% | 0.30% | Q2 2019 | Q3 2020 | 4 |
Magnetar Financial LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q1 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.04% | 0.05% | 0.10% | Q4 2022 | Q3 2023 | 4 |
ROCKLAND TRUST CO | 3 | 1 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q4 2020 | 4 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 3 | 1 | 0.02% | 0.15% | 0.25% | Q2 2019 | Q2 2020 | 4 |
Willingdon Wealth Management | 4 | 4 | 0.08% | 0.09% | 0.12% | Q2 2019 | Q1 2020 | 4 |
Optiver Holding B.V. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 4 |
FIRST CITIZENS BANK & TRUST CO | 3 | 1 | 0.02% | 0.08% | 0.16% | Q2 2019 | Q2 2020 | 4 |
Inscription Capital, LLC | 2 | 1 | 0.05% | 0.34% | 0.90% | Q3 2019 | Q2 2022 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Southeastern Asset Management | 4 | 4 | 3.98% | 4.07% | 4.13% | Q1 2020 | Q4 2020 | 4 |
DARRELL & KING LLC | 3 | 1 | 0.06% | 4.15% | 5.80% | Q2 2019 | Q4 2020 | 4 |
Northern Financial Advisors Inc | 4 | 4 | 0.71% | 0.79% | 0.88% | Q4 2022 | Q3 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.04% | 0.09% | 0.14% | Q4 2019 | Q3 2021 | 4 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 4 | 4 | 0.07% | 0.23% | 0.37% | Q2 2019 | Q1 2020 | 4 |
NorthCoast Asset Management LLC | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2021 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.36% | 0.58% | 0.69% | Q4 2022 | Q3 2023 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2021 | 4 |
WADE G W & INC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 4 |
Everhart Financial Group, Inc. | 4 | 4 | 0.10% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
AMICA MUTUAL INSURANCE CO | 4 | 4 | 0.10% | 0.23% | 0.45% | Q2 2019 | Q1 2020 | 4 |
NICOLET ADVISORY SERVICES, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Towerpoint Wealth, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q1 2020 | 4 |
RMR Wealth Builders | 2 | 1 | 0.05% | 0.21% | 0.58% | Q4 2019 | Q1 2021 | 4 |
BOYS ARNOLD & CO INC | 4 | 4 | 0.04% | 0.07% | 0.10% | Q2 2019 | Q1 2020 | 4 |
Operose Advisors LLC | 3 | 1 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 4 |
Talisman Wealth Advisors LLC | 4 | 4 | 0.63% | 0.68% | 0.74% | Q4 2022 | Q3 2023 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Kinneret Advisory, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
ZEKE CAPITAL ADVISORS, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 4 |
Advocacy Wealth Management Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Roble, Belko & Company, Inc | 2 | 1 | 0.00% | 0.02% | 0.02% | Q2 2019 | Q2 2021 | 4 |
Murphy Pohlad Asset Management LLC | 4 | 4 | 0.16% | 0.17% | 0.18% | Q2 2021 | Q1 2022 | 4 |
Amica Retiree Medical Trust | 4 | 4 | 0.12% | 0.25% | 0.43% | Q2 2019 | Q1 2020 | 4 |
EMINENCE CAPITAL, LP | 4 | 4 | 0.87% | 2.11% | 2.99% | Q1 2020 | Q4 2020 | 4 |
Davis Investment Partners, LLC | 4 | 4 | 0.49% | 0.52% | 0.54% | Q4 2022 | Q3 2023 | 4 |
Auto-Owners Insurance Co | 4 | 4 | 0.44% | 0.46% | 0.48% | Q4 2022 | Q3 2023 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Aptus Capital Advisors, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 4 |
RBA Wealth Management, LLC | 3 | 1 | 0.01% | 0.27% | 0.50% | Q2 2019 | Q1 2021 | 4 |
LFA - Lugano Financial Advisors SA | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 4 |
Scissortail Wealth Management, LLC | 3 | 1 | 0.10% | 0.11% | 0.13% | Q4 2021 | Q4 2022 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
First National Bank of South Miami | 2 | 2 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q1 2022 | 4 |
Redmond Asset Management, LLC | 4 | 4 | 0.34% | 0.59% | 0.76% | Q2 2019 | Q1 2020 | 4 |
ROOSEVELT INVESTMENT GROUP LLC | 2 | 2 | 0.02% | 0.05% | 0.09% | Q3 2020 | Q3 2022 | 4 |
MITCHELL SINKLER & STARR/PA | 3 | 1 | 0.10% | 0.24% | 0.32% | Q2 2019 | Q4 2022 | 4 |
ATTICUS WEALTH MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2022 | 4 |
BCM ADVISORS, LLC | 4 | 4 | 0.10% | 0.20% | 0.29% | Q1 2020 | Q4 2020 | 4 |
Harvest Fund Management Co., Ltd | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Financial Gravity Asset Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 4 |
EASTERN BANK | 3 | 1 | 0.02% | 0.03% | 0.06% | Q2 2019 | Q2 2020 | 4 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Thomasville National Bank | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q1 2020 | 4 |
CHEMUNG CANAL TRUST CO | 3 | 1 | 0.09% | 0.30% | 0.87% | Q2 2019 | Q3 2021 | 4 |
AUGUSTINE ASSET MANAGEMENT INC | 4 | 4 | 0.18% | 0.19% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Wedmont Private Capital | 2 | 2 | 0.02% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 4 |
Regent Investment Management LLC | 4 | 4 | 0.09% | 0.19% | 0.27% | Q2 2019 | Q1 2020 | 4 |
Onex Canada Asset Management Inc. | 4 | 4 | 0.04% | 0.80% | 2.10% | Q2 2019 | Q1 2020 | 4 |
Leelyn Smith, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 4 |
PREMIER ASSET MANAGEMENT LLC | 4 | 4 | 0.66% | 0.72% | 0.82% | Q1 2022 | Q4 2022 | 4 |
Cadence Bank | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Integris Wealth Management, LLC | 4 | 4 | 0.09% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
HARBOR CAPITAL ADVISORS, INC. | 4 | 4 | 0.15% | 0.17% | 0.21% | Q1 2023 | Q4 2023 | 4 |
Golden State Equity Partners | 2 | 2 | 0.33% | 0.40% | 0.46% | Q4 2020 | Q1 2022 | 4 |
Saturna Capital CORP | 3 | 1 | 0.01% | 0.32% | 0.47% | Q2 2019 | Q1 2022 | 4 |
BRAVE ASSET MANAGEMENT INC | 4 | 4 | 0.13% | 0.35% | 0.55% | Q2 2019 | Q1 2020 | 4 |
RATIONAL ADVISORS LLC | 3 | 1 | 0.01% | 0.03% | 0.07% | Q2 2019 | Q3 2023 | 4 |
Belvedere Trading LLC | 2 | 2 | 0.02% | 0.09% | 0.20% | Q3 2020 | Q4 2020 | 4 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 4 |
BOS Asset Management, LLC | 4 | 4 | 0.18% | 0.21% | 0.23% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q1 2020 | 4 |
Annex Advisory Services, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q4 2021 | 4 |
GANTZERT INVESTMENT CO LLC /ADV | 4 | 4 | 0.47% | 0.67% | 0.83% | Q2 2019 | Q1 2020 | 4 |
DAVIS SELECTED ADVISERS | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 4 |
Kore Private Wealth LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 4 |
ADE, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 4 |
tru Independence LLC | 3 | 1 | 0.00% | 0.10% | 0.18% | Q4 2019 | Q4 2020 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.01% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.40% | 0.59% | 0.76% | Q4 2022 | Q3 2023 | 4 |
McCarthy Grittinger Financial Group, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2023 | 4 |
Xact Kapitalforvaltning AB | 4 | 4 | 0.12% | 0.18% | 0.22% | Q2 2019 | Q1 2020 | 4 |
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 4 | 4 | 1.99% | 2.04% | 2.13% | Q4 2022 | Q3 2023 | 4 |
Cypress Point Wealth Management, LLC | 4 | 4 | 0.02% | 0.57% | 2.21% | Q4 2020 | Q3 2021 | 4 |
XTX Topco Ltd | 1 | 1 | 0.05% | 0.20% | 0.45% | Q2 2021 | Q3 2023 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 4 |
GREENWOOD GEARHART INC | 4 | 4 | 0.09% | 0.58% | 0.79% | Q2 2019 | Q1 2020 | 4 |
AFS Financial Group, LLC | 4 | 4 | 0.31% | 0.32% | 0.34% | Q4 2022 | Q3 2023 | 4 |
MCDONALD PARTNERS LLC | 4 | 4 | 0.24% | 0.34% | 0.42% | Q4 2022 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.12% | 0.16% | 0.20% | Q4 2020 | Q3 2021 | 4 |
Crescent Sterling, Ltd. | 4 | 4 | 0.57% | 0.59% | 0.63% | Q4 2022 | Q3 2023 | 4 |
Royal Fund Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q1 2020 | 4 |
SCOPUS ASSET MANAGEMENT, L.P. | 2 | 1 | 0.21% | 0.44% | 0.60% | Q3 2019 | Q2 2023 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 4 |
First County Bank /CT/ | 4 | 4 | 0.19% | 0.20% | 0.21% | Q4 2022 | Q3 2023 | 4 |
CORRADO ADVISORS, LLC | 3 | 1 | 0.00% | 0.61% | 1.10% | Q3 2019 | Q4 2022 | 4 |
Smith, Salley & Associates | 3 | 3 | 0.35% | 0.46% | 0.54% | Q2 2019 | Q4 2019 | 3 |
Apriem Advisors | 3 | 3 | 0.06% | 0.08% | 0.11% | Q2 2019 | Q4 2019 | 3 |
Highstreet Asset Management Inc. | 3 | 3 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q4 2019 | 3 |
Hemenway Trust Co LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q4 2019 | 3 |
Orca Investment Management, LLC | 2 | 1 | 2.43% | 2.65% | 3.07% | Q2 2019 | Q4 2020 | 3 |
Cutter & CO Brokerage, Inc. | 3 | 3 | 0.18% | 0.19% | 0.20% | Q2 2019 | Q4 2019 | 3 |
Meristem Family Wealth, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q1 2022 | 3 |
ETRADE Capital Management LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q1 2020 | Q3 2020 | 3 |
ROCKY MOUNTAIN ADVISERS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Axiom Investment Management LLC | 2 | 1 | 0.03% | 0.18% | 0.30% | Q2 2019 | Q3 2022 | 3 |
Highlander Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
MARSHALL WACE ASIA Ltd | 2 | 1 | 0.81% | 1.23% | 1.48% | Q2 2019 | Q4 2020 | 3 |
Hudson Bay Capital Management LP | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 3 |
Holloway Wealth Management, LLC | 3 | 3 | 0.00% | 0.27% | 0.80% | Q2 2019 | Q4 2019 | 3 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q4 2019 | 3 |
JOHN G ULLMAN & ASSOCIATES INC | 3 | 3 | 0.19% | 0.26% | 0.32% | Q2 2019 | Q4 2019 | 3 |
HARBER ASSET MANAGEMENT LLC | 3 | 3 | 2.99% | 3.29% | 3.63% | Q2 2019 | Q4 2019 | 3 |
National Mutual Insurance Federation of Agricultural Cooperatives | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Windsor Capital Management, LLC | 3 | 3 | 0.13% | 0.19% | 0.24% | Q3 2019 | Q1 2020 | 3 |
VICUS CAPITAL | 2 | 1 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q3 2023 | 3 |
HBK Sorce Advisory LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 3 | 3 | 0.09% | 0.20% | 0.32% | Q2 2019 | Q4 2019 | 3 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.07% | 0.15% | Q4 2019 | Q4 2020 | 3 |
Goelzer Investment Management, Inc. | 3 | 3 | 0.02% | 0.14% | 0.39% | Q2 2019 | Q4 2019 | 3 |
Litman Gregory Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2019 | 3 |
Fiduciary Trust Co International of Pennsylvania | 3 | 3 | 0.07% | 0.22% | 0.41% | Q3 2019 | Q1 2020 | 3 |
Desjardins Global Asset Management Inc. | 3 | 3 | 0.00% | 0.08% | 0.23% | Q1 2023 | Q3 2023 | 3 |
MYCIO WEALTH PARTNERS, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q4 2019 | 3 |
Capital Wealth Planning, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q4 2019 | 3 |
HITE Hedge Asset Management LLC | 2 | 1 | 0.14% | 0.36% | 0.54% | Q1 2022 | Q3 2023 | 3 |
Whitnell & Co. | 3 | 3 | 0.01% | 0.06% | 0.12% | Q2 2019 | Q4 2019 | 3 |
Bank OZK | 2 | 1 | 0.14% | 0.38% | 0.76% | Q2 2019 | Q3 2023 | 3 |
OARSMAN CAPITAL, INC. | 3 | 3 | 0.12% | 0.14% | 0.15% | Q2 2019 | Q4 2019 | 3 |
Headlands Technologies LLC | 3 | 3 | 0.09% | 0.28% | 0.57% | Q1 2023 | Q3 2023 | 3 |
TIEMANN INVESTMENT ADVISORS, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q4 2021 | Q2 2022 | 3 |
Segment Wealth Management, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q4 2019 | 3 |
Eos Focused Equity Management, L.P. | 3 | 3 | 6.52% | 7.43% | 8.12% | Q2 2019 | Q4 2019 | 3 |
Alpha Cubed Investments, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q2 2022 | 3 |
Alpine Global Management, LLC | 1 | 1 | 0.05% | 0.43% | 0.76% | Q4 2019 | Q4 2020 | 3 |
Polaris Wealth Advisory Group, LLC | 2 | 1 | 1.58% | 1.86% | 2.06% | Q4 2020 | Q4 2021 | 3 |
Blume Capital Management, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2020 | 3 |
SVA Wealth Management, LLC | 3 | 3 | 0.03% | 0.05% | 0.06% | Q2 2019 | Q4 2019 | 3 |
Financial Sense Advisors, Inc. | 3 | 3 | 1.07% | 1.21% | 1.40% | Q3 2020 | Q1 2021 | 3 |
Empowered Funds, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Gideon Capital Advisors, Inc. | 3 | 3 | 0.44% | 0.56% | 0.66% | Q2 2019 | Q4 2019 | 3 |
Coronation Fund Managers Ltd. | 3 | 3 | 0.14% | 0.35% | 0.64% | Q2 2019 | Q4 2019 | 3 |
FORVIS Wealth Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 3 |
Loudon Investment Management, LLC | 3 | 3 | 0.96% | 1.23% | 1.51% | Q2 2019 | Q4 2019 | 3 |
Clearline Capital LP | 3 | 3 | 0.53% | 1.36% | 1.78% | Q1 2020 | Q3 2020 | 3 |
Lighthouse Investment Partners, LLC | 2 | 1 | 0.11% | 3.01% | 6.54% | Q4 2021 | Q4 2022 | 3 |
Advisors Capital Management, LLC | 3 | 3 | 0.12% | 0.58% | 0.84% | Q2 2019 | Q4 2019 | 3 |
Private Wealth Partners, LLC | 3 | 3 | 0.22% | 0.23% | 0.24% | Q2 2019 | Q4 2019 | 3 |
Grassi Investment Management | 3 | 3 | 0.48% | 0.62% | 0.78% | Q2 2019 | Q4 2019 | 3 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 3 | 3 | 0.12% | 0.24% | 0.45% | Q2 2019 | Q4 2019 | 3 |
Allen Investment Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Arvest Bank Trust Division | 3 | 3 | 0.26% | 0.31% | 0.34% | Q2 2019 | Q4 2019 | 3 |
CAPITAL FUND MANAGEMENT S.A. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 3 |
Kimelman & Baird, LLC | 2 | 1 | 0.22% | 0.62% | 0.85% | Q2 2019 | Q2 2021 | 3 |
Bison Wealth, LLC | 3 | 3 | 0.10% | 0.12% | 0.15% | Q2 2019 | Q4 2019 | 3 |
Intersect Capital LLC | 3 | 3 | 0.10% | 0.21% | 0.29% | Q2 2019 | Q4 2019 | 3 |
Integrated Advisors Network LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Ilmarinen Mutual Pension Insurance Co | 3 | 3 | 0.03% | 0.05% | 0.06% | Q3 2019 | Q1 2020 | 3 |
SKBA CAPITAL MANAGEMENT LLC | 3 | 3 | 0.80% | 0.86% | 0.96% | Q2 2019 | Q4 2019 | 3 |
Baker Chad R | 3 | 3 | 0.18% | 0.21% | 0.22% | Q2 2019 | Q4 2019 | 3 |
CWA Asset Management Group, LLC | 1 | 1 | 0.02% | 0.05% | 0.10% | Q2 2019 | Q3 2023 | 3 |
Arbor Wealth Management, LLC | 3 | 3 | 0.63% | 0.86% | 1.06% | Q2 2019 | Q4 2019 | 3 |
Peak Financial Management, Inc. | 2 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q4 2021 | 3 |
Investment Counsel Inc. | 3 | 3 | 0.18% | 0.31% | 0.45% | Q2 2019 | Q4 2019 | 3 |
Enlightenment Research, LLC | 2 | 1 | 0.13% | 0.29% | 0.43% | Q2 2019 | Q2 2022 | 3 |
CHOREO, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 3 |
Phoenix Holdings Ltd. | 2 | 1 | 0.02% | 0.39% | 1.11% | Q4 2019 | Q3 2023 | 3 |
Advisor Group, Inc. | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q4 2019 | 3 |
Transform Wealth, LLC | 2 | 1 | 0.02% | 0.04% | 0.09% | Q2 2019 | Q2 2023 | 3 |
Bodenholm Capital AB | 3 | 3 | 9.06% | 21.99% | 43.15% | Q2 2019 | Q4 2019 | 3 |
ELCO Management Co., LLC | 1 | 1 | 0.24% | 0.33% | 0.42% | Q4 2019 | Q1 2021 | 3 |
UNITED BANK | 3 | 3 | 0.06% | 0.08% | 0.10% | Q2 2019 | Q4 2019 | 3 |
CIBC BANK USA | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q4 2019 | 3 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 3 | 3 | 0.50% | 0.59% | 0.66% | Q2 2019 | Q4 2019 | 3 |
Ursa Fund Management, LLC | 1 | 1 | 2.33% | 29.95% | 43.78% | Q4 2020 | Q4 2020 | 3 |
WEIK CAPITAL MANAGEMENT | 3 | 3 | 0.10% | 0.12% | 0.13% | Q2 2019 | Q4 2019 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
BINGHAM OSBORN & SCARBOROUGH LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
Moloney Securities Asset Management, LLC | 3 | 3 | 0.07% | 0.09% | 0.10% | Q2 2019 | Q4 2019 | 3 |
Doyle Wealth Management | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2019 | Q4 2019 | 3 |
NORTHSTAR WEALTH PARTNERS LLC | 3 | 3 | 0.11% | 0.21% | 0.39% | Q2 2019 | Q4 2019 | 3 |
Morse Asset Management, Inc | 3 | 3 | 0.07% | 0.10% | 0.12% | Q2 2019 | Q4 2019 | 3 |
Bredin Investment LLC | 3 | 3 | 10.79% | 12.12% | 12.81% | Q2 2019 | Q4 2019 | 3 |
Fore Capital, LLC | 2 | 2 | 0.28% | 0.48% | 0.66% | Q4 2019 | Q1 2020 | 3 |
Security National Bank | 3 | 3 | 0.84% | 1.24% | 1.46% | Q2 2019 | Q4 2019 | 3 |
Centenus Global Management, LP | 3 | 3 | 0.44% | 0.51% | 0.60% | Q2 2019 | Q4 2019 | 3 |
COLRAIN CAPITAL LLC | 3 | 3 | 0.37% | 1.35% | 1.90% | Q2 2019 | Q4 2019 | 3 |
First Command Advisory Services, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Squar Milner Financial Services LLC | 2 | 1 | 0.01% | 0.06% | 0.14% | Q2 2019 | Q1 2020 | 3 |
JUPITER ASSET MANAGEMENT LTD | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Port Capital LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q4 2019 | 3 |
Aries Wealth Management | 3 | 3 | 0.28% | 0.36% | 0.46% | Q2 2019 | Q4 2019 | 3 |
CLEARARC CAPITAL INC | 3 | 3 | 0.20% | 0.23% | 0.25% | Q2 2019 | Q4 2019 | 3 |
Solstein Capital, LLC | 2 | 1 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q4 2021 | 3 |
Atom Investors LP | 3 | 3 | 0.11% | 0.44% | 0.75% | Q1 2023 | Q3 2023 | 3 |
WELD CAPITAL MANAGEMENT LLC | 2 | 1 | 0.08% | 0.20% | 0.26% | Q4 2019 | Q4 2020 | 3 |
Old Port Advisors | 3 | 3 | 0.18% | 0.25% | 0.29% | Q2 2019 | Q4 2019 | 3 |
JGP Wealth Management, LLC | 3 | 3 | 0.07% | 0.15% | 0.29% | Q2 2019 | Q4 2019 | 3 |
Cox Capital Mgt LLC | 2 | 1 | 0.14% | 0.14% | 0.15% | Q1 2020 | Q2 2021 | 3 |
HENNESSY ADVISORS INC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q2 2019 | Q4 2019 | 3 |
Impax Asset Management Group plc | 3 | 3 | 0.08% | 0.10% | 0.11% | Q2 2019 | Q4 2019 | 3 |
Meiji Yasuda Life Insurance Co | 2 | 1 | 0.00% | 0.03% | 0.08% | Q2 2019 | Q1 2021 | 3 |
Kavar Capital Partners, LLC | 3 | 3 | 0.25% | 0.31% | 0.36% | Q2 2019 | Q4 2019 | 3 |
Virginia National Bank | 3 | 3 | 4.18% | 4.44% | 4.62% | Q2 2019 | Q4 2019 | 3 |
MQS Management LLC | 1 | 1 | 0.16% | 0.24% | 0.35% | Q2 2022 | Q3 2023 | 3 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
Personal Wealth Partners | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2021 | 3 |
Emerson Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Bain Capital Public Equity Management II, LLC | 3 | 3 | 4.10% | 4.34% | 4.66% | Q4 2022 | Q2 2023 | 3 |
Cornerstone Wealth Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q3 2023 | 3 |
Joseph P. Lucia & Associates, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Golden State Wealth Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q1 2020 | 3 |
Realta Investment Advisors | 3 | 3 | 0.06% | 0.06% | 0.08% | Q2 2019 | Q4 2019 | 3 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2021 | 3 |
Woodline Partners LP | 2 | 1 | 0.33% | 0.38% | 0.41% | Q3 2022 | Q2 2023 | 3 |
Winning Points Advisors, LLC | 3 | 3 | 0.33% | 0.34% | 0.34% | Q4 2016 | Q2 2017 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
S.A. Mason LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2022 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Madison Avenue Partners, LP | 3 | 3 | 13.44% | 15.56% | 18.39% | Q1 2020 | Q3 2020 | 3 |
1776 Wealth LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Goodwin Investment Advisory | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.04% | 0.05% | 0.07% | Q4 2019 | Q2 2020 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.07% | 0.08% | 0.10% | Q4 2019 | Q2 2020 | 3 |
Charter Oak Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 3 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 3 | 0.20% | 0.27% | 0.34% | Q2 2022 | Q4 2022 | 3 |
State of Wyoming | 3 | 3 | 0.05% | 0.08% | 0.13% | Q1 2021 | Q3 2021 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
qPULA Trading Management LP | 2 | 1 | 0.41% | 0.47% | 0.56% | Q1 2021 | Q4 2021 | 3 |
MTM Investment Management, LLC | 2 | 1 | 0.10% | 0.11% | 0.12% | Q1 2021 | Q4 2021 | 3 |
Schiavi & Co LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
COWA, LLC | 2 | 1 | 0.01% | 0.05% | 0.08% | Q4 2020 | Q3 2022 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 3 | 3 | 0.13% | 0.13% | 0.14% | Q4 2020 | Q2 2021 | 3 |
Deuterium Capital Management, LLC | 2 | 1 | 0.32% | 0.55% | 0.67% | Q4 2021 | Q1 2023 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
STUDIO INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Alan B Lancz & Associates, Inc. | 2 | 1 | 0.13% | 0.15% | 0.16% | Q2 2022 | Q1 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q4 2022 | 3 |
Canoe Financial LP | 3 | 3 | 0.81% | 1.11% | 1.54% | Q1 2023 | Q3 2023 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
FSC Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Lansing Street Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
DAYMARK WEALTH PARTNERS, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Bain Capital Public Equity, LP | 3 | 3 | 4.90% | 5.15% | 5.29% | Q4 2022 | Q2 2023 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Lakewood Asset Management LLC | 3 | 3 | 0.36% | 0.38% | 0.41% | Q4 2022 | Q2 2023 | 3 |
Empire Financial Management Company, LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Imprint Wealth LLC | 3 | 3 | 0.20% | 0.28% | 0.33% | Q1 2023 | Q3 2023 | 3 |
Pinnacle West Asset Management, Inc. | 3 | 3 | 0.21% | 0.22% | 0.23% | Q1 2023 | Q3 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.38% | 0.40% | 0.42% | Q1 2023 | Q3 2023 | 3 |
Halpern Financial, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
CNA FINANCIAL CORP | 3 | 3 | 0.80% | 0.91% | 1.02% | Q2 2019 | Q4 2019 | 3 |
FIRST INTERSTATE BANK | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q4 2019 | 3 |
CAPITAL COUNSEL LLC/NY | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
MCRAE CAPITAL MANAGEMENT INC | 3 | 3 | 0.13% | 0.14% | 0.15% | Q2 2019 | Q4 2019 | 3 |
LYNCH & ASSOCIATES/IN | 3 | 3 | 0.07% | 0.09% | 0.11% | Q2 2019 | Q4 2019 | 3 |
FRED ALGER MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
ADVENT CAPITAL MANAGEMENT /DE/ | 3 | 3 | 0.05% | 0.06% | 0.07% | Q3 2020 | Q1 2021 | 3 |
LOEWS CORP | 3 | 3 | 0.00% | 0.06% | 0.09% | Q2 2019 | Q4 2019 | 3 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 3 | 3 | 0.23% | 0.25% | 0.28% | Q2 2022 | Q4 2022 | 3 |
Laird Norton Wetherby Trust Company, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
LORD, ABBETT & CO. LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q3 2020 | 3 |
OAKBROOK INVESTMENTS LLC | 3 | 3 | 0.09% | 0.11% | 0.12% | Q2 2019 | Q4 2019 | 3 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 3 | 3 | 0.08% | 0.22% | 0.42% | Q2 2019 | Q4 2019 | 3 |
CORNERCAP INVESTMENT COUNSEL INC | 2 | 1 | 0.03% | 0.26% | 0.38% | Q4 2019 | Q1 2021 | 3 |
CRAWFORD INVESTMENT COUNSEL INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
CHAPIN DAVIS, INC. | 3 | 3 | 0.10% | 0.12% | 0.12% | Q4 2022 | Q2 2023 | 3 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q2 2019 | Q4 2019 | 3 |
BTR CAPITAL MANAGEMENT INC | 3 | 3 | 0.48% | 0.62% | 0.72% | Q2 2019 | Q4 2019 | 3 |
ATWOOD & PALMER INC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2022 | 3 |
Weitz Investment Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
EADS & HEALD WEALTH MANAGEMENT | 3 | 3 | 0.11% | 0.12% | 0.13% | Q4 2021 | Q2 2022 | 3 |
PITTENGER & ANDERSON INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
ADVENT INTERNATIONAL, L.P. | 3 | 3 | 3.80% | 4.31% | 4.86% | Q2 2020 | Q4 2020 | 3 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q4 2019 | 3 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q4 2019 | 3 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 3 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Mechanics Bank Trust Department | 3 | 3 | 0.04% | 0.07% | 0.11% | Q2 2019 | Q4 2019 | 3 |
OXFORD ASSET MANAGEMENT LLP | 3 | 3 | 0.06% | 0.18% | 0.35% | Q2 2019 | Q4 2019 | 3 |
MOLLER WEALTH PARTNERS | 3 | 3 | 0.11% | 0.13% | 0.15% | Q2 2019 | Q4 2019 | 3 |
Harel Insurance Investments & Financial Services Ltd. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2020 | 3 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 3 | 3 | 0.10% | 0.13% | 0.16% | Q2 2019 | Q4 2019 | 3 |
Nikko Asset Management Americas, Inc. | 3 | 3 | 0.04% | 0.06% | 0.08% | Q2 2019 | Q4 2019 | 3 |
EdgePoint Investment Group Inc. | 3 | 3 | 3.54% | 5.56% | 6.80% | Q2 2019 | Q4 2019 | 3 |
Pineno Levin & Ford Asset Management, Inc. | 2 | 2 | 0.72% | 0.74% | 0.76% | Q2 2019 | Q3 2019 | 2 |
HOURGLASS CAPITAL, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2019 | Q3 2019 | 2 |
Bill Few Associates, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q3 2023 | 2 |
Sterling Capital Management LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q3 2019 | 2 |
Blueprint Investment Partners LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
COMPTON CAPITAL MANAGEMENT INC /RI | 2 | 2 | 0.11% | 0.12% | 0.13% | Q2 2019 | Q3 2019 | 2 |
Boussard & Gavaudan Investment Management LLP | 2 | 2 | 3.16% | 3.65% | 4.14% | Q3 2020 | Q4 2020 | 2 |
Pioneer Wealth Management Group | 2 | 2 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Permian Investment Partners, LP | 2 | 2 | 3.03% | 3.96% | 4.89% | Q2 2019 | Q3 2019 | 2 |
Pine Valley Investments Ltd Liability Co | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Calamos Wealth Management LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q3 2019 | 2 |
Westover Capital Advisors, LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q1 2022 | Q2 2022 | 2 |
IMS Capital Management | 2 | 2 | 0.32% | 0.36% | 0.39% | Q3 2019 | Q4 2019 | 2 |
Fort Sheridan Advisors LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2019 | Q3 2019 | 2 |
Grandview Asset Management LLC | 1 | 1 | 0.02% | 0.24% | 0.46% | Q2 2019 | Q1 2021 | 2 |
AXQ CAPITAL, LP | 2 | 2 | 0.10% | 0.20% | 0.29% | Q2 2023 | Q3 2023 | 2 |
Manning & Napier Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Rathbones Group PLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 2 |
Clark Capital Management Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
FRG Family Wealth Advisors LLC | 2 | 2 | 0.08% | 0.11% | 0.14% | Q2 2019 | Q3 2019 | 2 |
Choate Investment Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
American Money Management, LLC | 2 | 2 | 0.69% | 0.73% | 0.77% | Q2 2019 | Q3 2019 | 2 |
Cornell Pochily Investment Advisors, Inc. | 1 | 1 | 0.07% | 0.10% | 0.14% | Q2 2019 | Q4 2019 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Edgestream Partners, L.P. | 1 | 1 | 0.02% | 0.19% | 0.35% | Q1 2021 | Q1 2023 | 2 |
VAUGHAN & Co SECURITIES, INC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 2 |
GM Advisory Group, LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2019 | Q3 2019 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PEDDOCK CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2020 | 2 |
Trust Investment Advisors | 2 | 2 | 0.42% | 0.42% | 0.42% | Q2 2019 | Q3 2019 | 2 |
Capital Innovations LLC | 2 | 2 | 1.65% | 1.72% | 1.79% | Q2 2019 | Q3 2019 | 2 |
Armstrong, Fleming & Moore, Inc | 2 | 2 | 0.19% | 0.20% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Americana Partners, LLC | 1 | 1 | 0.04% | 0.16% | 0.27% | Q4 2019 | Q4 2020 | 2 |
M&G INVESTMENT MANAGEMENT LTD | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q3 2021 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
GYL FINANCIAL SYNERGIES, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Kathleen S. Wright Associates Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
SWARTHMORE GROUP INC | 2 | 2 | 0.59% | 0.62% | 0.64% | Q2 2019 | Q3 2019 | 2 |
Dougherty Wealth Advisers LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Harvest Investment Services, LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2020 | Q3 2020 | 2 |
York Capital Management Global Advisors, LLC | 2 | 2 | 2.20% | 2.70% | 3.21% | Q2 2019 | Q3 2019 | 2 |
BOSTON ADVISORS LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2019 | Q3 2019 | 2 |
Private Portfolio Partners LLC | 2 | 2 | 0.11% | 0.19% | 0.26% | Q2 2019 | Q3 2019 | 2 |
Diametric Capital, LP | 2 | 2 | 0.37% | 0.39% | 0.42% | Q4 2022 | Q1 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q1 2022 | 2 |
WHITENER CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.12% | 0.14% | 0.15% | Q2 2019 | Q3 2019 | 2 |
KMG FIDUCIARY PARTNERS, LLC | 2 | 2 | 0.12% | 0.15% | 0.19% | Q2 2019 | Q3 2019 | 2 |
Peoples Bank/KS | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q4 2023 | 2 |
Biondo Investment Advisors, LLC | 2 | 2 | 0.43% | 0.44% | 0.46% | Q2 2019 | Q3 2019 | 2 |
Price Jennifer C. | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2022 | Q3 2022 | 2 |
Reynolds Investment Management, Inc. | 2 | 2 | 0.22% | 0.25% | 0.28% | Q1 2022 | Q2 2022 | 2 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Petrus Trust Company, LTA | 1 | 1 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q1 2023 | 2 |
GUARDIAN CAPITAL LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.12% | 0.16% | 0.19% | Q2 2019 | Q2 2020 | 2 |
Sustainable Insight Capital Management, LLC | 2 | 2 | 0.21% | 0.26% | 0.32% | Q1 2023 | Q2 2023 | 2 |
NORTH STAR ASSET MANAGEMENT INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
BBVA USA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Windsor Wealth Management, Inc. | 2 | 2 | 0.12% | 0.13% | 0.15% | Q3 2019 | Q4 2019 | 2 |
SkyView Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Exchange Bank | 2 | 2 | 0.31% | 0.31% | 0.32% | Q2 2023 | Q3 2023 | 2 |
Next Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
STRATEGIC CAPITAL ADVISERS, INC. | 2 | 2 | 0.66% | 0.66% | 0.66% | Q2 2019 | Q3 2019 | 2 |
PRINCETON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.12% | 0.14% | 0.16% | Q2 2019 | Q3 2019 | 2 |
MONTCHANIN ASSET MANAGEMENT, LLC | 2 | 2 | 0.29% | 0.88% | 1.48% | Q1 2023 | Q2 2023 | 2 |
Beck Bode, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q2 2021 | 2 |
Perpetual Investment Management Ltd | 2 | 2 | 0.84% | 1.14% | 1.44% | Q3 2022 | Q4 2022 | 2 |
JUMP TRADING, LLC | 2 | 2 | 0.01% | 0.22% | 0.43% | Q4 2019 | Q1 2020 | 2 |
Zurich Insurance Group Ltd/FI | 2 | 2 | 0.19% | 0.27% | 0.34% | Q2 2019 | Q3 2019 | 2 |
Seelaus Asset Management LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q2 2019 | Q3 2019 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
GUARDIAN INVESTMENT MANAGEMENT | 2 | 2 | 0.56% | 0.56% | 0.57% | Q3 2020 | Q4 2020 | 2 |
Pinnacle Family Advisors, LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2021 | Q3 2021 | 2 |
Baker Ellis Asset Management LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2019 | Q3 2019 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.40% | 0.41% | 0.42% | Q4 2022 | Q1 2023 | 2 |
Adirondack Research & Management Inc. | 2 | 2 | 0.16% | 0.17% | 0.18% | Q2 2019 | Q3 2019 | 2 |
NORTH AMERICAN MANAGEMENT CORP | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q3 2019 | 2 |
Horizons Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Cooper Financial Group | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q4 2020 | 2 |
Pensionfund DSM Netherlands | 2 | 2 | 0.10% | 0.11% | 0.11% | Q3 2021 | Q4 2021 | 2 |
Covington Investment Advisors Inc. | 2 | 2 | 0.50% | 0.50% | 0.51% | Q2 2019 | Q3 2019 | 2 |
SevenBridge Financial Group, LLC | 2 | 2 | 0.08% | 0.09% | 0.11% | Q2 2019 | Q3 2019 | 2 |
Corton Capital Inc. | 2 | 2 | 0.20% | 0.24% | 0.27% | Q2 2023 | Q3 2023 | 2 |
WADDELL & REED FINANCIAL INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 1 | 1 | 0.03% | 0.04% | 0.05% | Q3 2019 | Q2 2020 | 2 |
Silicon Valley Capital Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TIVERTON ASSET MANAGEMENT LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q3 2019 | 2 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q3 2019 | 2 |
Citizens Business Bank | 2 | 2 | 0.15% | 0.17% | 0.18% | Q2 2019 | Q3 2019 | 2 |
GREEN VALLEY INVESTORS LLC | 2 | 2 | 0.63% | 0.65% | 0.67% | Q2 2019 | Q3 2019 | 2 |
Barnett & Company, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2019 | Q3 2019 | 2 |
WENDELL DAVID ASSOCIATES INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q3 2019 | 2 |
INVESTMENT HOUSE LLC | 2 | 2 | 0.05% | 0.07% | 0.09% | Q2 2019 | Q3 2019 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Lomas Capital Management, LLC | 2 | 2 | 2.50% | 4.33% | 6.15% | Q4 2019 | Q1 2020 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q2 2023 | 2 |
PointState Capital LP | 2 | 2 | 1.99% | 2.34% | 2.70% | Q2 2020 | Q3 2020 | 2 |
Knuff & Co LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Dakota Community Bank & Trust NA | 2 | 2 | 0.28% | 0.30% | 0.32% | Q2 2023 | Q3 2023 | 2 |
First Heartland Consultants, Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q3 2019 | 2 |
J. Goldman & Co LP | 1 | 1 | 0.05% | 0.12% | 0.18% | Q3 2019 | Q3 2019 | 2 |
BLUESTEIN R H & CO LLC | 2 | 2 | 0.01% | 0.04% | 0.07% | Q2 2019 | Q3 2019 | 2 |
ALPS ADVISORS INC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 2 |
Shamrock Asset Management LLC | 2 | 2 | 0.37% | 0.39% | 0.40% | Q2 2019 | Q3 2019 | 2 |
TRILLIUM ASSET MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Kiwi Wealth Investments Limited Partnership | 1 | 1 | 0.09% | 0.26% | 0.43% | Q2 2019 | Q4 2019 | 2 |
Kemnay Advisory Services Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q3 2022 | 2 |
Concentric Capital Strategies, LP | 2 | 2 | 0.89% | 1.14% | 1.38% | Q4 2022 | Q1 2023 | 2 |
Catalyst Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
NORTHSTAR CAPITAL MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Summit Trail Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
GOLDEN GATE PRIVATE EQUITY, INC. | 2 | 2 | 0.95% | 1.04% | 1.13% | Q1 2020 | Q2 2020 | 2 |
Eos Management, L.P. | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2019 | Q3 2019 | 2 |
Exane Asset Management | 2 | 2 | 6.84% | 8.24% | 9.63% | Q2 2019 | Q3 2019 | 2 |
BB&T SECURITIES, LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2019 | Q3 2019 | 2 |
Magnus Financial Group LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q2 2020 | 2 |
Goodman Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
683 Capital Management, LLC | 2 | 2 | 0.21% | 0.91% | 1.61% | Q1 2020 | Q2 2020 | 2 |
ARVEST TRUST CO N A | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
ALPHASIMPLEX GROUP, LLC | 1 | 1 | 0.26% | 0.34% | 0.43% | Q2 2019 | Q1 2021 | 2 |
Channing Capital Management, LLC | 2 | 2 | 0.16% | 0.23% | 0.29% | Q3 2019 | Q4 2019 | 2 |
Activest Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Oak Grove Capital LLC | 2 | 2 | 0.97% | 1.08% | 1.18% | Q2 2019 | Q3 2019 | 2 |
Orion Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 2 |
COOPERMAN LEON G | 2 | 2 | 1.55% | 2.13% | 2.71% | Q3 2019 | Q4 2019 | 2 |
MACNEALY HOOVER INVESTMENT MANAGEMENT INC | 2 | 2 | 0.55% | 0.60% | 0.65% | Q2 2019 | Q3 2019 | 2 |
Hilton Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
PagnatoKarp Partners LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q3 2019 | 2 |
Landsberg, Bennett, & Dubbaneh LLC | 1 | 1 | 0.12% | 0.26% | 0.40% | Q2 2019 | Q4 2019 | 2 |
SIRIOS CAPITAL MANAGEMENT L P | 2 | 2 | 0.22% | 0.25% | 0.28% | Q4 2022 | Q1 2023 | 2 |
United Asset Strategies, Inc. | 1 | 1 | 0.17% | 0.31% | 0.45% | Q2 2019 | Q4 2019 | 2 |
IRIDIAN ASSET MANAGEMENT LLC/CT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
VeraBank, N.A. | 2 | 2 | 0.21% | 0.22% | 0.23% | Q2 2019 | Q3 2019 | 2 |
Quad-Cities Investment Group, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2019 | Q3 2019 | 2 |
Montecito Bank & Trust | 2 | 2 | 0.05% | 0.06% | 0.06% | Q3 2023 | Q4 2023 | 2 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.04% | 0.06% | Q2 2019 | Q3 2019 | 2 |
Yorktown Management & Research Co Inc | 2 | 2 | 0.24% | 0.28% | 0.32% | Q2 2019 | Q3 2019 | 2 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 2 | 2 | 0.15% | 0.30% | 0.46% | Q3 2019 | Q4 2019 | 2 |
RAMIUS ADVISORS LLC | 1 | 1 | 0.00% | 0.21% | 0.42% | Q1 2020 | Q4 2020 | 2 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.02% | 0.08% | 0.13% | Q2 2019 | Q2 2021 | 2 |
SCHWARTZ INVESTMENT COUNSEL INC | 2 | 2 | 0.26% | 0.29% | 0.32% | Q2 2019 | Q3 2019 | 2 |
Grant Street Asset Management, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Meixler Investment Management, Ltd. | 2 | 2 | 0.43% | 0.49% | 0.56% | Q4 2021 | Q1 2022 | 2 |
INCEPTIONR LLC | 1 | 1 | 0.34% | 0.39% | 0.44% | Q4 2022 | Q3 2023 | 2 |
Foresight Wealth Management, LLC | 2 | 2 | 0.08% | 0.12% | 0.15% | Q3 2020 | Q4 2020 | 2 |
Fortis Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2020 | 2 |
A.R.T. Advisors, LLC | 1 | 1 | 0.27% | 0.34% | 0.41% | Q4 2019 | Q2 2020 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.02% | 0.05% | 0.08% | Q3 2019 | Q2 2021 | 2 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 2 | 0.18% | 0.22% | 0.25% | Q4 2019 | Q1 2020 | 2 |
OPUS INVESTMENT MANAGEMENT INC | 2 | 2 | 0.38% | 0.41% | 0.43% | Q2 2019 | Q3 2019 | 2 |
Trifecta Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
IAG Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 2 |
Pointe Capital Management LLC | 1 | 1 | 0.04% | 0.18% | 0.31% | Q2 2019 | Q1 2023 | 2 |
Jaffetilchin Investment Partners, LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Annandale Capital, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
BANK OF THE WEST | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q3 2019 | 2 |
GUARDIAN CAPITAL ADVISORS LP | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q3 2019 | 2 |
Flinton Capital Management LLC | 2 | 2 | 0.28% | 0.29% | 0.30% | Q2 2019 | Q3 2019 | 2 |
Truadvice, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q2 2023 | 2 |
Glen Harbor Capital Management LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2019 | Q3 2019 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Taconic Capital Advisors LP | 1 | 1 | 0.98% | 1.39% | 1.80% | Q1 2020 | Q1 2020 | 2 |
Delta Accumulation, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 2 |
XR Securities LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q4 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Invst, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
C M BIDWELL & ASSOCIATES LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Tyers Asset Management LLC | 2 | 2 | 0.23% | 0.24% | 0.25% | Q2 2019 | Q3 2019 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 2 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Keystone Financial Group | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.04% | 0.07% | 0.09% | Q2 2019 | Q3 2023 | 2 |
Asset Planning Services, Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
GoalVest Advisory LLC | 2 | 2 | 0.00% | 0.04% | 0.07% | Q1 2022 | Q2 2022 | 2 |
Global Wealth Strategies & Associates | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
PRIVATE ASSET MANAGEMENT INC | 2 | 2 | 0.06% | 0.16% | 0.26% | Q2 2019 | Q3 2019 | 2 |
Mirador Capital Partners LP | 2 | 2 | 0.18% | 0.20% | 0.22% | Q3 2019 | Q4 2019 | 2 |
Mizuho Markets Cayman LP | 1 | 1 | 0.01% | 0.06% | 0.10% | Q2 2021 | Q1 2023 | 2 |
STEADFAST CAPITAL MANAGEMENT LP | 2 | 2 | 1.17% | 1.50% | 1.83% | Q2 2023 | Q3 2023 | 2 |
Quarry LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Summit Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.06% | 0.10% | Q4 2022 | Q1 2023 | 2 |
C2C Wealth Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
SOMERVILLE KURT F | 2 | 2 | 0.04% | 0.08% | 0.12% | Q2 2019 | Q3 2019 | 2 |
Bridgefront Capital, LLC | 1 | 1 | 0.18% | 0.22% | 0.25% | Q2 2021 | Q1 2022 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Neuburgh Advisers LLC | 2 | 2 | 0.34% | 0.36% | 0.37% | Q2 2019 | Q3 2019 | 2 |
Symmetry Investments LP | 1 | 1 | 0.28% | 0.29% | 0.30% | Q4 2020 | Q2 2023 | 2 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 2 | 2 | 0.26% | 0.27% | 0.28% | Q2 2019 | Q3 2019 | 2 |
Lokken Investment Group LLC | 1 | 1 | 0.13% | 0.14% | 0.16% | Q4 2021 | Q3 2023 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
West Tower Group, LLC | 2 | 2 | 0.09% | 0.46% | 0.83% | Q2 2023 | Q3 2023 | 2 |
PATTON ALBERTSON MILLER GROUP, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q3 2019 | 2 |
AMJ Financial Wealth Management | 2 | 2 | 2.24% | 2.28% | 2.32% | Q2 2023 | Q3 2023 | 2 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.96% | 1.00% | 1.05% | Q2 2019 | Q3 2019 | 2 |
MOODY LYNN & LIEBERSON, LLC | 2 | 2 | 0.36% | 0.36% | 0.37% | Q4 2022 | Q1 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q1 2020 | 2 |
Portman Square Capital LLP | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q1 2023 | 2 |
Price Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
SIENA CAPITAL LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
BASSO CAPITAL MANAGEMENT, L.P. | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Jupiter Investment Management Ltd | 2 | 2 | 0.20% | 0.26% | 0.33% | Q3 2019 | Q4 2019 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 2 | 2 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q3 2019 | 2 |
SUNTRUST BANKS INC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2019 | Q3 2019 | 2 |
CADENCE BANK NA | 1 | 1 | 0.06% | 0.08% | 0.09% | Q3 2019 | Q1 2022 | 2 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Psagot Value Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
Econ Financial Services Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
AJO, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Trellus Management Company, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2022 | Q2 2022 | 1 |
Gratus Capital, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2019 | Q2 2019 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
ETF MANAGERS GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Sharkey, Howes & Javer | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MARINO, STRAM & ASSOCIATES LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q2 2019 | 1 |
Empyrean Capital Partners, LP | 1 | 1 | 1.95% | 1.95% | 1.95% | Q2 2019 | Q2 2019 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
MASTRAPASQUA ASSET MANAGEMENT INC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2019 | Q2 2019 | 1 |
TSP Capital Management Group, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2019 | Q2 2019 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
SeaTown Holdings Pte. Ltd. | 1 | 1 | 0.84% | 0.84% | 0.84% | Q1 2021 | Q1 2021 | 1 |
Quaker Capital Investments, LLC | 1 | 1 | 1.52% | 1.52% | 1.52% | Q2 2019 | Q2 2019 | 1 |
BENEDICT FINANCIAL ADVISORS INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
Colony Family Offices, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
FORT, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Weil Company, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
Blue Chip Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
TCG Advisors, LP | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2019 | Q2 2019 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Capital Planning Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Pinnacle Wealth Management Advisory Group, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2019 | Q2 2019 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
ACCIDENT COMPENSATION CORP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2019 | Q2 2019 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
BAILARD, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
ARISTEIA CAPITAL, L.L.C. | 1 | 1 | 4.59% | 4.59% | 4.59% | Q4 2020 | Q4 2020 | 1 |
CHEMICAL BANK | 1 | 1 | 3.82% | 3.82% | 3.82% | Q2 2019 | Q2 2019 | 1 |
RMB Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Cypress Capital Group | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
First Bancorp, Inc /ME/ | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
RKL Wealth Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 1 | 1 | 1.14% | 1.14% | 1.14% | Q2 2019 | Q2 2019 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Stanley-Laman Group, Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
ROBERTS GLORE & CO INC /IL/ | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
BBR PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Friedenthal Financial | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2022 | Q4 2022 | 1 |
BECK MACK & OLIVER LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Beaumont Financial Partners, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2019 | Q2 2019 | 1 |
Swift Run Capital | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2020 | Q1 2020 | 1 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2020 | Q4 2020 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
EA Series Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
WILLIAMS JONES & ASSOCIATES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Maryland Capital Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Samjo Capital LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2023 | Q3 2023 | 1 |
MYDA Advisors LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q1 2021 | Q1 2021 | 1 |
Phocas Financial Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Electron Capital Partners, LLC | 1 | 1 | 1.79% | 1.79% | 1.79% | Q2 2020 | Q2 2020 | 1 |
Delek Group, Ltd. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2019 | Q2 2019 | 1 |
New England Private Wealth Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
P.A.W. CAPITAL CORP | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2019 | Q4 2019 | 1 |
ELM ADVISORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Sachem Head Capital | 1 | 1 | 6.33% | 6.33% | 6.33% | Q4 2020 | Q4 2020 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2021 | Q2 2021 | 1 |
DLD Asset Management, LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Palouse Capital Management, Inc. | 1 | 1 | 0.62% | 0.62% | 0.62% | Q2 2019 | Q2 2019 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2020 | Q4 2020 | 1 |
Lowe Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
COMMONWEALTH BANK OF AUSTRALIA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
LEVEL FOUR FINANCIAL, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Carmignac Gestion | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 1.31% | 1.31% | 1.31% | Q3 2023 | Q3 2023 | 1 |
Alley Co LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
Jolley Asset Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2019 | Q2 2019 | 1 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Sculptor Capital LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.56% | 1.56% | 1.56% | Q4 2019 | Q4 2019 | 1 |
SANDERS MORRIS HARRIS LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2019 | Q2 2019 | 1 |
Palestra Capital Management LLC | 1 | 1 | 3.83% | 3.83% | 3.83% | Q4 2021 | Q4 2021 | 1 |
Waverly Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
NAVELLIER & ASSOCIATES INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Sather Financial Group Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
BURNS J W & CO INC/NY | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2019 | Q2 2019 | 1 |
SNS Financial Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
D L CARLSON INVESTMENT GROUP INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
PAYDEN & RYGEL INVESTMENT GROUP | 1 | 1 | 1.03% | 1.03% | 1.03% | Q3 2023 | Q3 2023 | 1 |
First Pacific Advisors, LP | 1 | 1 | 1.76% | 1.76% | 1.76% | Q1 2020 | Q1 2020 | 1 |
Employers Holdings, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
WealthStone, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.94% | 0.94% | 0.94% | Q4 2020 | Q4 2020 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Stevens First Principles Investment Advisors | 1 | 1 | 0.77% | 0.77% | 0.77% | Q2 2019 | Q2 2019 | 1 |
CONGRESS ASSET MANAGEMENT CO /MA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
Atlas Brown,Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2019 | Q2 2019 | 1 |
Ninety One UK Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Gladius Capital Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
DAVIS-REA LTD. | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2019 | Q2 2019 | 1 |
Paragon Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.98% | 0.98% | 0.98% | Q4 2020 | Q4 2020 | 1 |
ALERUS FINANCIAL NA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Jackson Wealth Management, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2019 | Q2 2019 | 1 |
MKD WEALTH COACHES, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
J. W. Coons Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
New England Investment & Retirement Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
FARLEY CAPITAL L.P. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2019 | Q4 2019 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2020 | Q2 2020 | 1 |
Artemis Investment Management LLP | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2019 | Q4 2019 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Sunflower Bank, N.A. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Anomaly Capital Management, LP | 1 | 1 | 2.76% | 2.76% | 2.76% | Q4 2020 | Q4 2020 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2022 | Q1 2022 | 1 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
REBALANCE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Soros Fund Management | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Systematic Alpha Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
Aquatic Capital Management LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2022 | Q1 2022 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
ENGINE NO. 1 LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Asio Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
BERRY GROUP, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
Texas Capital Bank Wealth Management Services Inc | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2020 | Q3 2020 | 1 |
Stonebridge Financial Planning Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CWS Financial Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Cerro Pacific Wealth Advisors LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
SteelPeak Wealth, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q1 2023 | 1 |
Key FInancial Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Single Point Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2019 | Q4 2019 | 1 |
Briaud Financial Planning, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
VESTOR CAPITAL, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2019 | Q4 2019 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Insight Advisors, LLC/ PA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
General Partner, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Dynamic Capital Management Ltd | 1 | 1 | 1.84% | 1.84% | 1.84% | Q2 2019 | Q2 2019 | 1 |
CBIZ Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Watson Rebecca | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
OPTIONS SOLUTIONS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
ICW Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
J.Safra Asset Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MUHLENKAMP & CO INC | 1 | 1 | 1.37% | 1.37% | 1.37% | Q2 2019 | Q2 2019 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Robbins Farley | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Charles Schwab Trust Co | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
Rudd International, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2019 | Q2 2019 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
NEW ENGLAND ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Bleichroeder LP | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2023 | Q2 2023 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
MONOGRAPH WEALTH ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
DARK FOREST CAPITAL MANAGEMENT LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Atwater Malick LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2019 | Q3 2019 | 1 |
PINNBROOK CAPITAL MANAGEMENT LP | 1 | 1 | 2.20% | 2.20% | 2.20% | Q4 2021 | Q4 2021 | 1 |
Qtron Investments LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Better Money Decisions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
HNP Capital LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Capitolis Advisors LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2020 | Q4 2020 | 1 |
Noked Israel Ltd | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2019 | Q4 2019 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Yarbrough Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ADELL HARRIMAN & CARPENTER INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Artemis Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
RBF Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
FCG ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Coatue Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
MADISON INVESTMENT HOLDINGS INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
Planning Solutions Group LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2019 | Q2 2019 | 1 |
Level Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Voit & Company, LLC | 1 | 1 | 1.62% | 1.62% | 1.62% | Q2 2019 | Q2 2019 | 1 |
Windsor Creek Advisors, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2019 | Q2 2019 | 1 |
Exos TFP Holdings LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
AM Squared Ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Arabesque Asset Management Ltd | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2021 | Q3 2021 | 1 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
US Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Cynosure Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2019 | Q2 2019 | 1 |
Sage Financial Management Group, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Compton Wealth Advisory Group, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
MARYLAND CAPITAL ADVISORS INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2021 | Q2 2021 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Inlet Private Wealth, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2019 | Q2 2019 | 1 |
Reitz Capital Advisors LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
Private Harbour Investment Management & Counsel, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2019 | Q2 2019 | 1 |
Oak Thistle LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2022 | Q1 2022 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Paladin Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
One68 Global Capital, LLC | 1 | 1 | 2.85% | 2.85% | 2.85% | Q4 2020 | Q4 2020 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Delphia (USA) Inc. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2023 | Q2 2023 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2020 | Q1 2020 | 1 |
Spartan Planning & Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Machina Capital S.A.S. | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2021 | Q3 2021 | 1 |
Royal Capital Wealth Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Ceredex Value Advisors LLC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q2 2019 | Q2 2019 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Financial Connections Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
FRONT BARNETT ASSOCIATES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Merewether Investment Management, LP | 1 | 1 | 1.74% | 1.74% | 1.74% | Q4 2022 | Q4 2022 | 1 |
TCWP LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Campbell Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Phraction Management LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2021 | Q4 2021 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
NICOLA WEALTH MANAGEMENT LTD. | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2019 | Q2 2019 | 1 |
Winthrop Partners - WNY, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
New Millennium Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CORNERSTONE ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MANA Advisors LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2019 | Q2 2019 | 1 |
CARL STUART INVESTMENT ADVISOR, INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Troluce Capital Advisors LLC | 1 | 1 | 3.04% | 3.04% | 3.04% | Q3 2023 | Q3 2023 | 1 |
DRAVO BAY LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Poehling Capital Management, INC. | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2019 | Q2 2019 | 1 |
Rinkey Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Athanor Capital, LP | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2020 | Q4 2020 | 1 |
Luken Investment Analytics, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Mountaineer Partners Management, LLC | 1 | 1 | 2.60% | 2.60% | 2.60% | Q2 2019 | Q2 2019 | 1 |
LGT Fund Management Co Ltd. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
MainStreet Investment Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
DDD Partners, LLC | 1 | 1 | 1.46% | 1.46% | 1.46% | Q2 2019 | Q2 2019 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Hightower 6M Holding, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q2 2022 | 1 |
Landmark Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Nvest Financial, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2022 | Q1 2022 | 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 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Shay Capital LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2020 | Q4 2020 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
JCIC Asset Management Inc. | 1 | 1 | 0.81% | 0.81% | 0.81% | Q3 2019 | Q3 2019 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Empirical Asset Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2023 | Q1 2023 | 1 |
CATALYST FINANCIAL PARTNERS LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Avalon Investment & Advisory | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
ERN LLC | 1 | 1 | 1.35% | 1.35% | 1.35% | Q2 2022 | Q2 2022 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2023 | Q2 2023 | 1 |
Cercano Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Noked Capital LTD | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2019 | Q4 2019 | 1 |
Clear Perspective Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2019 | Q2 2019 | 1 |
V-Square Quantitative Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Sompo Asset Management Co., Ltd. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Avestar Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Black Swift Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Keeley-Teton Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
DRIVE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Heritage Way Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2019 | Q3 2019 | 1 |
Ethos Financial Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
DoubleLine ETF Adviser LP | 1 | 1 | 0.90% | 0.90% | 0.90% | Q2 2023 | Q2 2023 | 1 |
EAGLE GLOBAL ADVISORS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q2 2019 | 1 |
MILES CAPITAL, INC. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2020 | Q1 2020 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2021 | Q1 2021 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Mascoma Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
Pettinga Financial Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2019 | Q2 2019 | 1 |
INSIGNEO ADVISORY SERVICES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Tandem Investment Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Delta Financial Group, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Cove Street Capital, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2019 | Q2 2019 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Vinva Investment Management Ltd | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
HMS Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
AFFINITY INVESTMENT ADVISORS, LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q2 2019 | Q2 2019 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Guidant Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
GAM Holding AG | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
3Chopt Investment Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Chiron Investment Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Rubric Capital Management LP | 1 | 1 | 5.12% | 5.12% | 5.12% | Q4 2019 | Q4 2019 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.85% | 0.85% | 0.85% | Q4 2019 | Q4 2019 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ROGCO, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
United Community Bank | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Vivaldi Capital Management LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
HANSEATIC MANAGEMENT SERVICES INC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2020 | Q2 2020 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Mizuho Securities Co. Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BIEGEL & WALLER LLC | 1 | 1 | 0.97% | 0.97% | 0.97% | Q2 2019 | Q2 2019 | 1 |
Madison Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
HARVEY CAPITAL MANAGEMENT INC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q2 2019 | Q2 2019 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Garda Capital Partners LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Wharton Business Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
BAR HARBOR TRUST SERVICES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
DSC Advisors, L.P. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
External links
This page lists all the filers that currently own DUPONT DE NEMOURS INC or have owned DUPONT DE NEMOURS INC in the past.